Brittany Clemenko Email & Phone Number

Washington, District Of Columbia, United States/Remote

♣ Assist and lead in the management of budget and costs for the Global Material Security (GMS) program at the Department of Energy, funded at over $450 million annually♣ Lead the Office of GMS cost reporting process by tracking and reporting cost data, commitments, and balances for all program Contractors and Laboratories♣ Provide monthly budget and cost reports to management as required, including reporting requirements for monthly and annual reconciliations and spend-plan forecasting. Gather, facilitate, and distribute cost reports and budget change requests from multiple national labs using database software.♣ Serve as product owner for the development and modification of CostEx (Financial Integration System) to meet program needs♣ Ensure timely updates to relevant financial databases on a real-time basis; provide ad-hoc financial reporting, visuals, and presentations to program management

Mclean, Virginia, United States

♣ Prepare analyses for clients including retirement, estate planning, education funding, work benefits, and risk management needs analyses♣ Manage all aspects of post-client meeting tasks including developing meeting notes, performing financial situation analyses, and assisting with plan implementation♣ Continuously monitor clients’ financial situations with detail and accuracy; raise risks, issues, and opportunities as required. Perform trades and rebalancing as required.♣ Perform investment research and portfolio analyses using Morningstar Advisor Workstation; keep up to date with market developments and new investment products♣ Ensure transactions and client files are maintained according to compliance procedures and standards

Allentown, Pennsylvania, United States

♣ Provide dedicated operational sales support to a team of financial advisors managing over $350 million in assets♣ Strengthen working relationships with high net worth clients using ThompsonOne and Salesforce software to generate reports and assign tasks to team members♣ Respond to client inquiries and discrepancies regarding securities quotes, account balances, account activity, account documentation, statement information, securities transfers, and product and/or service information♣ Identify, research, and initiate corrections to transaction or account errors and implement procedures for team to follow in order to reduce error frequency♣ Execute securities trades for clients and Financial Advisors♣ Verify that account documents and transactions comply with Merrill Lynch and SEC policies