Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Mia Brenton

Mia Brenton

Greater Miami Area

Summary

Highly motivated business professional with a proven track record working in investment management. Detail-oriented and organized, I excel in providing exceptional administrative support to senior executives. My strong communication and problem-solving skills make me an effective liaison between the Chief of Staff, President, CEO, and other team members at CHANI, Inc. With a dedication to efficiency and professionalism, I am committed to ensuring the smooth operation of daily tasks and contributing to the overall success of the executive team.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Internal Relationship Manager

Polen Capital
07.2022 - Current
  • Provide comprehensive support to senior executives and top clients in the West Coast markets, ensuring seamless communication and relationship management.
  • Proactively coordinate executive schedules and appointments, demonstrating strong organizational skills and attention to detail.
  • Assist in the execution of strategic initiatives for the designated territory, including project management and resource allocation.
  • Serve as the primary point of contact for internal and external inquiries, delivering prompt and professional assistance.
  • Maintain meticulous documentation of meetings, activities, and client interactions, utilizing advanced technologies for efficient record-keeping.
  • Foster a collaborative and productive team environment by contributing proactive ideas and initiatives.
  • Stay informed about market dynamics, industry trends, and firm strategies, facilitating informed decision-making and communication.
  • Uphold the firm's values and standards while representing it in various interactions and engagements.
  • Coordinate travel arrangements and logistics for executive meetings and client visits, ensuring smooth execution and client satisfaction.
  • Contribute to special projects and assignments as requested, demonstrating adaptability and versatility in addressing diverse needs.

Regional Coordinator - Private Wealth Channel

Voya Investment Management
03.2019 - 07.2022
  • Collaborated with executive leadership and external sales professionals to optimize territory sales strategies and support business objectives.
  • Assisted senior executives and external sales professionals in generating leads and managing client relationships, ensuring high levels of satisfaction and retention.
  • Conducted outbound communication efforts and engaged with top-priority advisors to drive business growth and expansion.
  • Utilized data analysis tools to identify target opportunities and optimize territory focus.
  • Managed client relationships and served as a key point of contact for client inquiries and requests.
  • Organized and facilitated sales meetings, conferences, and client-related events to enhance client engagement and retention.
  • Analyzed market trends and competitor offerings to develop compelling sales pitches and presentations.
  • Maintained data integrity in CRM systems, ensuring accurate and up-to-date client information.
  • Provided input and recommendations to enhance team efficiency and effectiveness in achieving sales goals.
  • Demonstrated flexibility and adaptability in managing multiple priorities and responding to changing business needs.

Client Experience - Corporate Office

Tory Burch
05.2018 - 03.2019
  • Lead sales & highest outbound activity award
  • Cultivated relationships with clients, reinforcing brand values and driving loyalty
  • Proactively anticipated clients' needs and wow them with above-and-beyond moments
  • Drove sales by offering styling advice and helping clients complete looks based on preferences and purchase history

Karma Yogi

Zura Yoga
01.2018 - 03.2019

Education

Bachelor's degree - Communication and Media Studies

Kean University
Union, NJ
05.2018

High School Diploma -

Union Catholic Regional Highschool
Scotch Plains, NJ
06.2012

Skills

  • Administrative Support
  • Organizational Management
  • Effective Communication
  • Technological Proficiency
  • Professionalism and Confidentiality
  • Problem-Solving and Decision-Making
  • Astrology Obsessed

Certification

  • Fundamentals of PowerBI Certification, Florida State University, July 2023
  • Yoga Teacher 200 Hour Training - YogaRenew- (In Progress - Anticipated May 2024)

Timeline

Internal Relationship Manager

Polen Capital
07.2022 - Current

Regional Coordinator - Private Wealth Channel

Voya Investment Management
03.2019 - 07.2022

Client Experience - Corporate Office

Tory Burch
05.2018 - 03.2019

Karma Yogi

Zura Yoga
01.2018 - 03.2019

Bachelor's degree - Communication and Media Studies

Kean University

High School Diploma -

Union Catholic Regional Highschool

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Mia Brenton