Brittany Behnen Email & Phone Number

• Coordinates the preparation of financial plans and reviews; prepares balance sheets, investment allocation summaries, meeting agendas, charts, graphs
• Prepare and recommend investments, asset allocation updates and rebalancing
• Discusses and organizes follow up steps with the Partner and/or Advisor after client meetings
• Commits to ongoing education and professional development to remain current in Family CFO matters
• Manage, track and complete unique client specific tasks… Show more
• Manage, track and complete unique client specific tasks relating to estate planning, retirement planning, risk management, investment strategy, money management and tax planning

During the summer I worked for Dow Jones & Company, Inc. In London, England as a finance intern. I worked closely with accounts payable and accounts receivable. Various tasks included recording and processing invoices through PeopleSoft. Creating excel worksheets for tax and auditing purposes. I also processed incoming checks for payments.