Brynn Albers
St. Petersburg,FL
Summary
Adoptable professional with experience in expense control. financial analysis. financial research. estate work. and trust accounting. I con be relied upon lo help your team achieve its goals.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Office Manager
Wells Fargo Advisors
06.2023 - Current
- Maintained existing accounts, correspondence and updates
- Prepare all incoming account transfers
- Paraplanning using EMoney
- Handled all estate work and directly worked with attorneys and CPA's to distribute estates
- Distributed and journaled up to $1 million a day
Financial Advisor Intern
LPL Financial
08.2022 - 06.2023
- Researched mutual funds and ETFs for the advisor
- Held a seat on the investment committee
- Helped with prospect planning
- Used ClientWorks to find client data
Executive Assistant to the CFO
The Shade Tree
08.2021 - 05.2022
- Worked alongside the CFO to create and analyze budget reports
- Examined minor risk analysis
- Helped apply for grants
Receptionist
Identity Signs
05.2017 - 08.2018
- Greeted customers and addressed questions
- Used Cyrious to create and look up orders
- Managed credit card statements
Server
Wasatch Broiler & Grill
10.2016 - 04.2017
- Pleasantly greeted and welcomed customers to the establishment
- Took food orders, suggested menu items and addressed questions
Education
Bachelor of Science - Business Administration, Economics
University of Nevada
05-2023
Skills
- Excel
- Stoia
- R
- SOL
- EMoney
- Clientworks
- Smarts talion
- Cyrious
Certification
- FINRA Securities Industry Essentials (SIE), 02/2023
- Medical Assistant CTEC, 06/2019
Timeline
Office Manager
Wells Fargo Advisors
06.2023 - Current
Financial Advisor Intern
LPL Financial
08.2022 - 06.2023
Executive Assistant to the CFO
The Shade Tree
08.2021 - 05.2022
Receptionist
Identity Signs
05.2017 - 08.2018
Server
Wasatch Broiler & Grill
10.2016 - 04.2017
Bachelor of Science - Business Administration, Economics
University of Nevada
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