Brenna Goethals Email & Phone Number

Chicago Metropolitan Area, Illinois, United States

Chicago, Illinois, United States

• Collaborated with a digital management team to create an online platform for UTMA account registration change requests to improve client experience
• Researched and presented strategies for preserving accounts after the primary account holder's demise, with a focus on maintaining the involvement of the surviving spouse
• Shadowed JPMorgan Wealth Management Advisors during client calls, gaining valuable firsthand experience in client communication and relationship management within the financial services industry

San Diego County, California, United States

• Organized banking statements by scanning and uploading them into the company’s cloud creating an efficient way to find all company statements.
• Created executive summaries by compiling research on the housing market to assist in the decision-making process regarding potential future acquisitions.

San Diego, California, United States

• Worked in M&A creating proformas based off of market research
• Edited existing excel workbooks for the company, making them dynamic and connecting them to the company's IMS so they would update automatically at the end of each financial month.

Solana Beach, California, United States

• Charted inventory using Microsoft Excel to insure proper amounts of food were ordered, simultaneously building business technology management skills.
• Oversaw team member activity during shift and maximized employee productivity by learning how to motivate co-workers in a positive manner by leading by example and giving positive words of affirmations.

Bachelor'S Degree, Finance And Financial Management Services

High School Diploma