Briana Mitchell Email & Phone Number

Ocean City, New Jersey

The McMahon Insurance Agency is a family owned and operated independent insurance agency committed to provide all of our clients, large and small, with friendly, fair, and professional service. By working with many top insurance companies, we have the ability to insure just about anything. Life, home, condo, boat, business, auto, and we can even help you navigate the Affordable Health Care Act. With convenient locations in Ocean City, Cape May, and Marmora, the McMahon Insurance Agency is there for you every step of the way, providing you unbeatable coverage, and the superior service you deserve. You simply won’t find better value or service for safeguarding your most important assets. Call us today for a quote and/or second opinion 609-399-0060.

Marlton, Nj

I am responsible for helping our top clients and client subscribers to set up and navigate our full suite of online wealth management tools. I also lead small workshops for affiliated advisors, like accountants and attorneys, demonstrating the capabilities of our financial planning tools.

Conshohocken, Pa

I am in charge of the design, development, deployment, and review of internal process and procedure for the client engagement team. I lead the build of infrastructure support to the client experience and ensure the successful adoption and retention of eMoney clients. I manage a team of data analysts, project managers, and internal trainers.

I manage the Training Department's Onboarding Team who train/coach advisors on eMoney's products to achieve recurring subscriptions in line with company goals. I help lead the development and implementation of new systems that support our strategic direction.Responsibilities:• Implements all internal training strategies of new employees• Designs and reviews all advisor training materials• Maintains, updates and reviews all online advisor and end consumer support material delivery systems• Implements, reviews, and adjusts all systems and procedures related to the transition of clients from the sales to support phase• Ensures documentation of all internal support process and procedures• Provides project management oversight of all new initiatives• Provides oversight on all external training efforts

eMoney is a Financial Advising Software Firm. I travel the country and train financial advisors how to better utilize the software for themselves as well as their clients. They will also gain the benefit of learning how to create, enhance, and maintain relationships with clients.

Fairmount, Philadelphia

I worked closely with a team of agents and all departments to maintain existing clients and to obtain new prospects. I managed 60-70 clients in three specific areas: Wealth Navigator, Client Service, and Cross Marketing. Series 6, 63 & PA Life and Health licensed.

Greater Philadelphia Area

Now called the Wiings Team