Brittany Altman
Wealth Managment
Columbus,OH
Summary
Holding integrity for loyalty and dedication, which I look for in a career driven environment. I have over 10 years of customer relations and system navigation. I believe in a company that supports and challenges myself which leads to growth together.
Overview
5
5
years of professional experience
Work History
Estate & Inheritor Services
Morgan Stanley
Columbus, OH
11.2021 - Current
- Collaborated with management to improve policies, procedures and reporting systems for federal, state and local tax compliance.
- Training new employees. Speaking and navigating with beneficiaries and executors within the constructs of federal regulations in receiving inheritance while maintaining risk control for Morgan Stanley’s policy and procedures. Money movement, opening accounts and working with a supporting group associating with case management.
- Resolved customer complaints quickly and efficiently.
- Provided technical support to customers over the phone or in person.
Tax Reporting and National Account Opening
Morgan Stanley
Columbus, OH
11.2018 - 01.2021
- Responsible for the setup new accounts, to include any troubleshooting, and breakdown of events requiring technical support to the financial advisors and CSAs.
- Planned, directed and monitored regulatory operations, tax reporting and audit compliance.
- Helped individual clients, trusts, partnerships, and corporations maintain compliance with tax and reporting laws.
Education
Human Resource Management Degree - Human Resources Management
DeVry University Kellers Graduate School of Mmgt
Villa Park, IL12-2019
Business Analyst Certificate - Business Analyst
Bryant University
Smithfield, RI02-2016
Bachelor of Arts - European Studies
Ohio Dominican University
Columbus, OH12-2015
Skills
- Excel
- Tableau
- Analytical and Critical Thinking
- Excellent Communication
- Relationship Building
- Networking
- Friendly, Positive Attitude
- Supervision and Leadership
- Team Building
- Troubleshooting
Affiliations
- adult softball league
- adult volleyball league
- crochet
- J.O.I.N - volunteer organization
Accomplishments
- phone quality
- promotions
SIE Studies
- i have studdied for the SIE to begin my goal toward the Series 7
References
References available upon request.
Timeline
Estate & Inheritor Services
Morgan Stanley
11.2021 - Current
Tax Reporting and National Account Opening
Morgan Stanley
11.2018 - 01.2021
Human Resource Management Degree - Human Resources Management
DeVry University Kellers Graduate School of Mmgt
Business Analyst Certificate - Business Analyst
Bryant University
Bachelor of Arts - European Studies
Ohio Dominican University
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