Brianna Dolan work email
- Valid
- Valid
- Valid
- Valid
Brianna Dolan personal email
Brianna Dolan phone numbers
Brianna Dolan is a Solutions Delivery at TESISQUARE®. She possess expertise in program management, business strategy, corporate communications, event planning, microsoft excel and 11 more skills.
-
Solutions DeliveryTesisquare®Baltimore, Md, Us
-
Head Of GrowthTrackflo Jul 2024 - Present -
Chief Of StaffIsometric Technologies (Iso) Apr 2022 - May 2023San Francisco, Ca, Us -
Director Of Customer ExperienceIsometric Technologies (Iso) Jun 2021 - Apr 2022San Francisco, Ca, Us
-
Product ManagerTurvo Inc. Jan 2021 - Jun 2021Dallas, Texas, Us -
Strategic Account Delivery ManagerTurvo Inc. Apr 2019 - Jan 2021Dallas, Texas, Us
-
Customer Success ManagerFourkites, Inc. Jan 2018 - Apr 2019Chicago, Illinois, Us -
Product Support SpecialistFourkites, Inc. Sep 2017 - Jan 2018Chicago, Illinois, UsIdentified and resolved technical issues with a dual focus on client experience and product enhancement. Worked closely with Customer Success, Product, and Engineering teams throughout the issue resolution lifecycle. Technical experience includes: API and EDI integration analysis; database querying with SQL; log analysis.
-
Operations AssociateFourkites, Inc. May 2017 - Sep 2017Chicago, Illinois, UsManaged the onboarding and maintenance of carrier relationships and technical integrations within the FourKites ecosystem. Spearheaded additional projects including carrier marketing initiatives, platform security analyses, and carrier communications strategy development.
-
Wealth Advisory AssociateMorgan Stanley Jul 2016 - Mar 2017New York, Ny, Us -
Field Management AnalystMorgan Stanley Nov 2015 - Jul 2016New York, Ny, Us• Worked on a team of financial advisors that specializes in holistic wealth management and goals-based investing for individuals and families. • Developed and executed business development, practice management, and client relationship management strategies.• Conducted account-level impact analyses and managed client communication around regulatory changes.• Created report and asset allocation models and client-facing presentation templates.• Implemented a CRM process initiated during client onboarding that continues for the lifetime of the relationship.• Created client-specific asset allocations and selected investments, generally focused on mutual funds and SMAs.• Conducted and disseminated research regarding alternative investment opportunities.• Organized client- and prospect-facing events, including marketing, compliance, and communications processes involved with intimate gatherings, large-scale luncheons, and prospect seminars.
-
Advisory Program Management AnalystMorgan Stanley Mar 2015 - Nov 2015New York, Ny, Us• Served as project manager for multiple cross-program initiatives with firmwide impact.• Mitigated cross-program risk by auditing processes and analyzing internal surveys, with findings and proposed long- and short-term solutions used to prioritize strategic initiatives and technology improvements.• Conceptualizing and implementing a streamlined, low-touch internal and external communication processes. • Approved, tracked, and communicated internal designations related to Advisory programs.• Spearheaded multiple operational initiatives, including but not limited to: a cross-program mutual fund offering mismatch realignment, program and trade policy enforcement, and multiple backend platform clean ups.
-
Philanthropy Management AnalystMorgan Stanley Jun 2014 - Mar 2015New York, Ny, Us• Created a framework for expansion into new product, platform, and service areas that is structuring the group’s expansion in 2015-2016.• Improved quality and efficiency of client interactions by refocusing the team on its true market via a Client and Prospect Policy. • Interfaced with ultra-high net worth retail and institutional clients and completed client-facing research reports and financial analyses of charitable organizations based on the clients’ interest areas.• Collaborated with internal and external teams to aggregate, verify, organize and report data.• Co-authored and edited marketing materials, including but not limited to: investor- and public-facing journals, white papers, presentations, pitch decks, and brochures.
-
Prospect Management Summer AnalystMorgan Stanley Wealth Management May 2013 - Aug 2013New York, Ny, UsProspect Management & Client Coverage (PMCC)• Constructed and executed a communications plan which successfully informed more than 17,000 financial advisors, field managers, and company officers about essential policy and technology changes.• Composed the policy behind the complete restructuring of the wealth management prospecting system and aided in implementing the necessary technological changes. • Conducted interviews and focus groups that helped my team understand financial advisors’ perception of our team, policies, and technology platform. Findings were used to redesign PMCC’s internal website and technology platform.• Worked toward increasing the overall corporate stock reinvestment rate via improved company investment advisory policies.
-
Human Resources, Recruiting AnalystMorgan Stanley Jun 2012 - Aug 2012New York, Ny, Us• Reconstructed MSSB's Fall 2012 college recruiting portfolio in order to decrease recruiting costs and increase diversity.• Coordinated and worked the events, programs, and training sessions associated with the current MSSB analyst classes, including scheduling with internal and external clients, communicating with vendors, and analyzing analysts' feedback in order to improve current and future programs.
-
Human Resources InternBbyo Sep 2011 - Jan 2012Washington, Dc, Us• Analyzed staff feedback and used the information to structure the BBYO 2012 International Staff Conference, including everything from basic logistics and technological updates.• Balanced and organizing daily tasks with long-term projects delegated by multiple managers, including administrative work, research, constructive analysis, and presentations.
Brianna Dolan Skills
Brianna Dolan Education Details
-
The George Washington University School Of BusinessInternational Business -
Pearl River High School
Frequently Asked Questions about Brianna Dolan
What company does Brianna Dolan work for?
Brianna Dolan works for Tesisquare®
What is Brianna Dolan's role at the current company?
Brianna Dolan's current role is Solutions Delivery.
What is Brianna Dolan's email address?
Brianna Dolan's email address is br****@****ley.com
What is Brianna Dolan's direct phone number?
Brianna Dolan's direct phone number is +184559*****
What schools did Brianna Dolan attend?
Brianna Dolan attended The George Washington University School Of Business, Pearl River High School.
What are some of Brianna Dolan's interests?
Brianna Dolan has interest in Civil Rights And Social Action, Social Services, Children, Human Rights.
What skills is Brianna Dolan known for?
Brianna Dolan has skills like Program Management, Business Strategy, Corporate Communications, Event Planning, Microsoft Excel, Powerpoint, Team Leadership, Management, Feedback Management, College Recruiting, Analysis, Analytical Skills.
Who are Brianna Dolan's colleagues?
Brianna Dolan's colleagues are Tiziana Ornato, Stefano Dorato, Rebecca Destefanis, Simone Beiso, Mauro Costa, Stefania Abello, Camilla Calabrese.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial