Bridget Funn-Mayo Email & Phone Number

New York City Metropolitan Area

New York City Metropolitan Area

Oversee the Implementation departments, coordinate the implementation process, client communication, and ensure a positive initial experience for customers.

Melville, Ny

Registered Representative offering insurance and securities through NYLIFE Securities LLC, Member FINRA/SIPC. A Licensed Insurance Agency

Melville, Ny

Agent licensed to sell insurance through New York Life Insurance Company. • Servicing the community by helping individuals and business owners to create, build, and preserve wealth through financial fitness and implementing a plan for success. • Conducting consultations, financial needs analysis, and sales of financial products • Maintaining contacts and prospects in Sales Force (CRM)• Specializing in Business Insurance Planning and Life Insurance Strategies

Edgewood, New York

• Successfully led multi-million-dollar client relationships including American Funds, Wells Fargo, OppenheimerFunds, OneAmerica, Pershing & UBS. Served as key escalation point for clients and staff for day to day operations for marketing communications fulfillment processing. Led Client Quarterly Business Reviews, process improvement efforts, high profile projects coordinated and collaborated with internal functional teams - Technology, Project Management, Business Analysts, QA and Production teams. • Facilitated and led major organizational and technology projects (SDLC) – maintaining project plans, scope, schedule and budget to ensure a successful execution of implementation.• Strategized key business initiatives, established policies and procedures, created process improvements, identifying key performance indicators (KPI’s) and efficiencies.• Managed a team of ten (10) or more people, onsite and remote; set goals for overall department; provide mentoring and coaching for team development. Conducted performance reviews and establish merit evaluations. Identified the need for resources during business peak periods. Maintained budgets for overtime and headcount.• Created talented high performing teams many associates receiving senior management and client accolades as well as recognition through praise and promotion.In this role, I contributed to multiple strategic initiatives such as process improvement, action planning, and re-organizational efforts saving the company over +$2M. During my tenure, I was promoted in this organization six (6) times.

• Through motivation and empowerment, successfully supervised team to perform at a high level of accountability and responsibility for several high profile/Tier 1 client relationships. Encouraged and led by example to create a sense of comradeship and cohesiveness. Client Service Team members received accolades from multiples clients on the Interim and Annual surveys. Achieving above average client satisfaction results.• Consistently provided superior guidance and consultation to client representatives for daily client operations to ensure that contractual service level agreements and client expectations are being met and or exceeded. • Displayed great project/time management skills while coordinating and interacting with Operations, Systems, Project Management and Sales to ensure that all projects and clients concerned are addressed timely and effectively.

• Team Lead - Acted as the first point of escalation for the associates and of the Marketing Communication Department (PreSale). Provided guidance, coaching and training. Researched and responded to client inquiries that required investigation. Monitored the effectiveness of the systems, policies and procedures and making appropriate recommendations to ensure daily operations are running efficiently. Oversaw all related Tier 1 accounts such as monitoring and managing projects, creating process/procedure, reporting, and invoicing.• Client Service Representative - Lead contact for Wells Fargo account one of Broadridge largest clients. Carried out multiple daily tasks while managing many high profile projects for the client through cross functional collaboration. Worked closely with the technology teams in the Edgewood and Baltimore facilities to communicate client project requests. Conducted Quarterly Business Review meetings with the client.

Bachelor Of Business Management, Marketing

Life, Accident & Health License

Series 6, Investments And Securities

Series 63, Investments And Securities