Summary
Overview
Work History
Education
Skills
Middle Initial
Certification
Timeline
AdministrativeAssistant
Phyllis Brown

Phyllis Brown

San Antonio,TX

Summary

Organized Supervisor offers 20-year history of empowering leadership and team training. Coordinates and oversees workflows and manages scheduling to meet business and customer demands. Committed to team safety, satisfaction and client retention. Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Financial Advisor

World Financial Group Wfg
01.2024 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Collaborated with team members to streamline processes and improve overall client experience.
  • Facilitated educational seminars on personal finance topics to increase community awareness of the importance of sound financial planning.

Communications Transmission Supervisor

European U.S. Command
07.2015 - 09.2021
  • Supervised, installed, operated, and monitored communication and computer usage for over 200 users, ensuring secure access and compliance with policies and regulations
  • Proficient in Windows-based applications including Windows, Microsoft Office, internet navigation, and email applications
  • Collaborated with cross-functional teams to support effective communication and ensure smooth operations
  • Maintained accurate records of customer interactions

Satellite Communications System Instructor

Cyber School of Excellence Department of Defense
12.2012 - 07.2015
  • Represented the U.S
  • Army Cyber School of Excellence as an Instructor for newly recruited personnel
  • Instructed students in a classroom setting on various satellite and transmission components
  • Achieved a 100% course pass rate and 90% of students received above a 95% GPA
  • Provided training on installation, operation, and maintenance checks and services on manual and automated satellite systems
  • Conducted regular training sessions to improve team members' customer service skills

Satellite Communications System Operator

U.S. Army
05.2008 - 12.2012
  • Planned and coordinated satellite maintenance activities
  • Responded promptly and courteously to customer inquiries via phone, email, and chat channels
  • Ensured the proper functioning of satellite systems through regular inspections and maintenance checks
  • Resolved escalated customer issues, demonstrating strong problem-solving skills.

Education

Bachelor of Science (B.S.) - Business Management

University of Maryland Global Campus
Adelphi, Maryland
05.2025

Skills

  • Effective Communications
  • Staff Management
  • Client Relations
  • Professional Correspondence
  • Problem Resolution
  • Incident Handling
  • Technical Assistance
  • Investment advice
  • Relationship building and management
  • Retirement planning
  • Financial Advising
  • Wealth Management
  • Insurance Planning
  • Insurance sales
  • Portfolio construction
  • Long-Term Care Planning

Middle Initial

P

Certification

Life and Health Insurance License

Timeline

Financial Advisor

World Financial Group Wfg
01.2024 - Current

Communications Transmission Supervisor

European U.S. Command
07.2015 - 09.2021

Satellite Communications System Instructor

Cyber School of Excellence Department of Defense
12.2012 - 07.2015

Satellite Communications System Operator

U.S. Army
05.2008 - 12.2012

Bachelor of Science (B.S.) - Business Management

University of Maryland Global Campus
Phyllis Brown