Brittany Wagoner
Houston,TX
Summary
An ambitious and dedicated individual who is seeking a new opportunity within a corporation. Proven record of managing fast-paced operations, strong organizational skills with the ability to concurrently direct multiple business affairs. Advanced understanding of financial industry with high attention to detail and the ability to identify and capitalize on new opportunities.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Financial Advisor
Corebridge Financial
07.2017 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with team members to streamline processes and improve overall client experience.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Increased sales by 25% year over year
Marketer/Sales
Elite Health Services/ Pain Alleviation and Interventional Needs
01.2016 - 06.2017
- Serve as a liaison between four diagnostic and pain clinic locations, plaintiff attorneys, and physicians
- Worked within budget parameters to develop and implement marketing strategies by analyzing key data and consumer demographics, increasing revenue 30%.
- Implement and execute marketing plans; publish and distribute material detailing company’s services; coordinate all marketing events
- Conduct monthly reports to ensure account growth and pinpoint areas that need improvement
Legal Assistant
Davis Law Group
07.2014 - 01.2016
- Manage accounts and client records of clients, observing confidentiality, and extreme discretion.
- Draft various court documents and enclosures at attorneys’ request
- Maintain pleading/discovery indexes and medical records
- Negotiate subrogation and requested reduction of client’s medical bills
Education
Bachelor of Business Management -
University of Houston
Houston, TX05.2016
Skills
- Financial advising
- Time management
- Multitasking and organization
- Collaboration
Certification
Series 6
Series 63
Series 65
Series 7
Timeline
Financial Advisor
Corebridge Financial
07.2017 - Current
Marketer/Sales
Elite Health Services/ Pain Alleviation and Interventional Needs
01.2016 - 06.2017
Legal Assistant
Davis Law Group
07.2014 - 01.2016
Series 6
Series 63
Series 65
Series 7
Bachelor of Business Management -
University of Houston
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