Britney Purkey, Pmp

Britney Purkey, Pmp Email and Phone Number

Consultant at Greg Noonan & Associates, Inc. @ GREGORY A. NOONAN & ASSOCIATES, INC.
Britney Purkey, Pmp's Location
Fishers, Indiana, United States, United States
Britney Purkey, Pmp's Contact Details

Britney Purkey, Pmp work email

Britney Purkey, Pmp personal email

n/a

Britney Purkey, Pmp phone numbers

About Britney Purkey, Pmp

Britney Purkey, Pmp is a Consultant at Greg Noonan & Associates, Inc. at GREGORY A. NOONAN & ASSOCIATES, INC.. She possess expertise in financial services, inheritance.

Britney Purkey, Pmp's Current Company Details
GREGORY A. NOONAN & ASSOCIATES, INC.

Gregory A. Noonan & Associates, Inc.

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Consultant at Greg Noonan & Associates, Inc.
Britney Purkey, Pmp Work Experience Details
  • Gregory A. Noonan & Associates, Inc.
    Consultant
    Gregory A. Noonan & Associates, Inc. Jan 2024 - Present
    Indianapolis, Indiana, United States
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  • Firstbank
    Project Manager
    Firstbank May 2019 - Dec 2023
    • Plan, design, and schedule phases for large projects • Monitor project performance to identify areas of improvement and make adjustments• Coordinate with cross-functional teams to resolve project issues and mitigate risks• Provide detailed project status updates to stakeholders and executive management• Develop and implement strategic project plans to meet business objectives
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  • Firstbank
    Project Coordinator
    Firstbank Jul 2017 - May 2019
    • Managed cross-functional timely collection of workpapers to ensure completion of all SEC and regulatory filings• Streamlined external financial reporting processes by analyzing and identifying barriers to success• Implemented new filing software to decrease workflow downtime and increase cross-functional communication
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  • Firstbank
    Executive Assistant
    Firstbank Oct 2016 - Jul 2017
    Nashville, Tn
    • Handled confidential and sensitive information with discretion and tact• Managed executive calendars, scheduling meetings and appointments, and coordinating travel arrangements to optimize time• Processed travel expenses and reimbursements for executive team and senior management group
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  • Vanguard
    Retail Inheritance Services Informational Tours
    Vanguard Apr 2016 - Sep 2016
    Charlotte, North Carolina
    • Recruited talent through monthly informational presentations and tours of the department• Increased interest in Retail Inheritance Services which now has several pending applications and interest continues to grow• Assisted prospective talent with scheduling one on one meetings to further enhance their knowledge of the department
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  • Vanguard
    Net Favorable Score (Nfs) Task Force
    Vanguard Dec 2015 - Sep 2016
    Charlotte, North Carolina
    • Created and implemented an ongoing monthly education series for the entire department to improve client experience• Facilitated monthly team meetings for a total of 4 teams to educate peers on best practices and NFS survey results• Represented my peers by consulting with NFS Task Force leaders and management to discuss opportunity areas and process improvements• Analyzed NFS data and feedback to identify trends
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  • Vanguard
    Inheritance And Investment Consultant
    Vanguard Jan 2015 - Sep 2016
    Charlotte, North Carolina
    • Facilitated due to death transfers for retirement, nonretirement, trust, and small business plan accounts for 60-100 clients at a time• Superb time management skills required to manage client requests and successfully complete, on average, 50 account transfers per month • Supported clients by acting as single point of contact throughout the entire transfer process• Software utilized: WAVE, AWD, IMH, ADR, Softphone, Verint, Workday, Sharepoint, Microsoft Office
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  • Vanguard
    Inheritance And Investment Specialist
    Vanguard Jul 2014 - Dec 2014
    Charlotte, North Carolina
    • Triaged, on average, 20-25 inbound cases per day based on complexity of accounts• Established service cases for Inheritance Consultants and Inheritance Administrators for complex due to death scenarios• Supported clients with simple due to death transfers by communicating transfer process and prefilling necessary paperwork• Software utilized: WAVE, AWD, IMH, ADR, Softphone, Verint, Workday, Sharepoint, Microsoft Office
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  • Bradfield Bentley
    Case Intern
    Bradfield Bentley May 2013 - Jun 2013
    Sydney, Australia
    • Served as the liaison between creditors and debtors• Negotiated with creditors to come to a full and final settlement• Drafted legal documents and contracts for up to 5 cases at a time

Britney Purkey, Pmp Skills

Financial Services Inheritance

Britney Purkey, Pmp Education Details

Frequently Asked Questions about Britney Purkey, Pmp

What company does Britney Purkey, Pmp work for?

Britney Purkey, Pmp works for Gregory A. Noonan & Associates, Inc.

What is Britney Purkey, Pmp's role at the current company?

Britney Purkey, Pmp's current role is Consultant at Greg Noonan & Associates, Inc..

What is Britney Purkey, Pmp's email address?

Britney Purkey, Pmp's email address is br****@****ard.com

What is Britney Purkey, Pmp's direct phone number?

Britney Purkey, Pmp's direct phone number is +161537*****

What schools did Britney Purkey, Pmp attend?

Britney Purkey, Pmp attended Purdue University, Hamilton Heights High School.

What skills is Britney Purkey, Pmp known for?

Britney Purkey, Pmp has skills like Financial Services, Inheritance.

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