Brittany Hubbell Email & Phone Number

Woburn, Massachusetts, United States

Supports the Specialty Lending Team, comprised of 8 Loan Officers in a fast-paced, deadline driven environment. Account balancing, overdrafts, reconciliation of invoices, processing of sizable advance amounts for LOC, Term and Construction Loans. Maintains complex advance trackers, per store draws (ranging from 4 to 40+ locations) based on the loan requirements. Maintains client folders: Insurance certificates, Financials, FTRs and PFSs.

Rochester, New York, United States

**Why did I move on? I thought this company was going to be much larger than the single advisor it held. When I went out on maternity leave in December to have my son, I decided I wanted more going back into the work force.** -Create manuals and Standard Operating Procedures -Provide cross training among reception, healthcare, trading, admin and ops departments-Opening and servicing client accounts, e.g. Annuities, money movement, Death Claims-Office, IT, Building Management and Vendor liaison -Data Administration: CRM merger, Book of Business absorption

Pittsford, New York, United States

**Why did I move on? Covid times...I began working from home as many did. I believe most companies experienced the same pressures of maintaining staff and employee morale. There was an overabundance of work and experienced burn out. I gave it a year for reprieve to come. Unfortunately, it is not uncommon to keep the numbers and cost of employees low, but workload and revenue high.** -Direct support to Managing Director, Partnered with VPs, Sr. Wealth Advisors and Trust Officers in all facets of managing individual practices-Onboarding, training and continued Mentor to new Associates and Assistants

Pittsford, New York, United States

**Why did I move on? No room for growth or advancement.** -Office, IT, Building Management and Vendor liaison -Data Administration: Broker Dealer change, CRM mergers -Worked directly with Partners and Principals on business streamlining

Rochester, Ny

**Why did I move on? I resigned to move to Tennesse from New York, with my now husband.** -Supported multiple Financial Representatives and Books of Business-Maintained and protected client privacy and confidentially, while remaining compliant-Responsible for operational and administrative functions to service client accounts

Victor, New York, United States

**Why did I move on? I was ready to begin my career outside of retail.** Pandora Store Manager -Executed new processes and systems for improving customer service satisfaction-Recruiting, hiring and training of new associates-Payroll, inventory consistency, completion of routine paperworkPandora Key Holder to Assistant Store Manager -Daily invoicing, product shipping, and cash management -Product knowledge, closing sales, and building client relationships -Deadline efficiency and ability to multitask between different projects