Brandon Hebert Email and Phone Number
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Administrative Assistant for The Nelson Team at Focus Financial. Experience in Client Data Integration/Migration, Project Creation/Management, and Customer Service. Excellent written and verbal communication, ability to work independently or within a team, enjoys “big-picture thinking”. Experience in Financial Services industry.
Perspective 6 Wealth Advisors
View- Website:
- perspective6group.com
- Employees:
- 3
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Senior Client Service AssociatePerspective 6 Wealth AdvisorsMinneapolis, Mn, Us
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Client Services AssociatePerspective 6 Group 2015 - PresentMinneapolis, Minnesota, United States -
Administrative AssistantFocus Financial 2012 - 2015Administrative Assistant for The Nelson TeamUtilized Redtail CRM for all client management tasksManaged NetDocuments, an online storage database used by The Nelson TeamPrepared and processed client documents for opening accounts with various financial companiesComplied with FINRA policies -
Operations ProcessorRandstad Dec 2013 - Feb 2014Wells Fargo Document CenterMaintained an organized area of files within the “vaults” Verified and filed numerous loan documents while still maintaining a brisk paceCoached my partner on what ways were best to accomplish our tasksCalculated the length of a task and modified according to complications which aroseCoordinated with managers and team members to problem solveAdapted to problems which required immediate attention and utilized our resources effectively
Brandon Hebert Skills
Brandon Hebert Education Details
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Political Science And Government
Frequently Asked Questions about Brandon Hebert
What company does Brandon Hebert work for?
Brandon Hebert works for Perspective 6 Wealth Advisors
What is Brandon Hebert's role at the current company?
Brandon Hebert's current role is Senior Client Service Associate.
What is Brandon Hebert's email address?
Brandon Hebert's email address is bh****@****ial.com
What is Brandon Hebert's direct phone number?
Brandon Hebert's direct phone number is (888) 631*****
What schools did Brandon Hebert attend?
Brandon Hebert attended University Of Minnesota-Twin Cities.
What are some of Brandon Hebert's interests?
Brandon Hebert has interest in Children, Health And Fitness, Nutrition, Politics, Civil Rights And Social Action, Education, Music, Human Rights, Arts And Culture, Political News.
What skills is Brandon Hebert known for?
Brandon Hebert has skills like Customer Service, Client Co Ordination, Data Integration, Email Newsletter Design, Project Planning, Project Management, Project Coordination, Project Estimation, Customer Satisfaction.
Who are Brandon Hebert's colleagues?
Brandon Hebert's colleagues are Jacob Larue, Cfp®, Matthew Nelson, Cfp® Aif® Eca, Karissa Mclaren, Emily Peterson, Grace Hennen, Matthew Finley, Cfp®.
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Brandon Hebert
Experienced Retail Manager Talent Developer, Team Builder, Motivator, Visual Merchandiser.Cranston, Ri3gmail.com, homedepot.com, gmail.com
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