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Brendda Lima Email & Phone Number
Head of Sales and Business Operations
at
VB Technology
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Head of Sales and Business Operations
Location
St Petersburg, Florida, United States
Company size
Who is Brendda Lima? Overview
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Quick answer
Brendda Lima is listed as Head of Sales and Business Operations at VB Technology, a with 4 employees, based in St Petersburg, Florida, United States. AeroLeads shows a matched LinkedIn profile for Brendda Lima.
Brendda Lima previously worked as Head of Sales and Business Operations at Vortex Led Wall and Financial Advisor and Portfolio Advisor at Merrill Lynch. Brendda Lima holds Bachelor Of Business Administration - Bba, Finance (Magna Cum Laude) from The State University Of New York.
Company email context
Email format at VB Technology
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VB Technology
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Profile bio
About Brendda Lima
My passion lies in people and the meaningful relationships I build with them. I have a genuine interest in people's stories, goals, and aspirations, and strive to create a safe and trusting environment for mutual open communication and understanding. As a Financial Advisor, I provide tailored recommendations and guidance that aligns with my clients’ specific needs. Proactively, I help newly hired Financial Advisor Trainees learn and practice discovery conversation skills, and back-office operations such as portfolio management, new brokerage accounts opening, bulk transfers, cash movement requests, liquidations, and account rejections appeals.
Current workplace
Brendda Lima's current company
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Vb Technology
11 roles
Brendda Lima work experience
A career timeline built from the work history available for this profile.
Jan 2024 - Present
Financial Advisor And Portfolio Advisor
Current- Clients' first line of contact, providing investment and wealth management advice based on individual needs. - Choose appropriate investment and cash allocation strategies based on risk tolerance and goals.- Troubleshoot accounts issues and provide web-based platform walkthroughs.- Closed four households in the first month live in the role while in the development stage exceeding expectations for number of HHs and AUM.- Help newly hired Advisor Trainees learn discovery conversation skills, and back-office operations. - Educate clients on Merrill and Bank of America digital platform capabilities, products, services and benefits, building and deepening relationships. - Regained company's lost clients by contacting and providing an exceptional new experience.
Sep 2023 - Present
Head Of Sales And Business Operations
Current
May 2023 - Present
Financial Advisor
- Offer clients strategic advice across financial products and services to meet debt management, insurance coverage and investment needs.- Reviewed wide-ranging financial data and statements with a detail-oriented and knowledgeable approach.- Offered comprehensive financial support and worked closely with attorneys and accountants to fully explore circumstances and goals.
Apr 2023 - Sep 2023
Premier
- Managed the relationships of high net worth clients with $250,000 or more in assets under management. - Primary point of contact for private bank clients with complex investment and banking needs. - Connected both investment and bank platforms for a more holistic approach. 10/10 in every client satisfaction survey.
Sep 2022 - Apr 2023
Financial Solutions Advisor
- In the first month in the role, brought over $3,000,000 from losing investment firms such as Fidelity, National Life Group, LPL Financial, and UBS.- Created goals using GBAA tool and adjusted account settings to ensure client's needs were met.- Assisted with rollover of inactive 401(K)s and IRAs, and liquidation of Annuities.
Feb 2022 - Aug 2022
Advisor Rotational Analyst
- Analyzed financial data and explained variances in close collaboration with senior financial advisors.- Determined cost of operations by analyzing expenditures and measuring process productivity.- Evaluated performances of stocks, bonds and commodities in light of market conditions. - Selected and coached by The Academy at Bank of America.
Jun 2021 - Aug 2022
Relationship Manager
- Exceeded expectations acquiring $1,132,484.01 new money in March of 2022.- Represented customer interests and operational needs in strategy and project prioritization meetings.- Coached newly promoted relationship bankers ensuring risk management, compliance with rules and regulations, and customer service excellence.- Helped promote and maintain positive company image by backing causes and movements with similar values and missions.10/10 in every customer satisfaction survey (Voice)
Oct 2021 - Feb 2022
Wealth Management Client Associate
- Dedicated sales and operations support to a team of Financial Advisors.- Handled confidential information with honesty and integrity. - Managed internal digital databases and physical files with correspondence and other documents.- Organized smooth funds transfer with accurate trades, payment processing and securities management.Event Planning Lead - NAPN Southern California
Sep 2020 - Jul 2021
Wealth Management Financial Analyst
- Mastered product, market and client research through The Academy at Bank of America.- Responsibly implemented financial insight and analytical skills on a variety of projects focused on data research, operations, client relationship, Environmental, Social and Governance (ESG).
Jun 2020 - Aug 2020
2 education records
Brendda Lima education
Bachelor Of Business Administration - Bba, Finance (Magna Cum Laude)
The State University Of New York
Associate Of Science - As (With Distinction), Business Administration
Monroe Community College
FAQ
Frequently asked questions about Brendda Lima
Quick answers generated from the profile data available on this page.
What company does Brendda Lima work for?
Brendda Lima works for VB Technology.
What is Brendda Lima's role at VB Technology?
Brendda Lima is listed as Head of Sales and Business Operations at VB Technology.
Where is Brendda Lima based?
Brendda Lima is based in St Petersburg, Florida, United States while working with VB Technology.
What companies has Brendda Lima worked for?
Brendda Lima has worked for Vb Technology, Vortex Led Wall, Merrill Lynch, Pfs Investments, and Wells Fargo Advisors.
How can I contact Brendda Lima?
You can use AeroLeads to view verified contact signals for Brendda Lima at VB Technology, including work email, phone, and LinkedIn data when available.
What schools did Brendda Lima attend?
Brendda Lima holds Bachelor Of Business Administration - Bba, Finance (Magna Cum Laude) from The State University Of New York.
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