Brittney Conn Email & Phone Number

Mooresville, Nc, Us

Fort Mill, South Carolina, United States

Facilitate in-depth training to independent and institutional Advisors and their staff on all LPL core technology with the goal of providing specialized support in transitioning Advisors’ practices over to LPL.Provide effective communication, presentation and questioning skills applicable to various learning styles. Utilizing delivery modalities that best serve audience strengths and program objectives. Subject matter expert and go-to-person in the areas of LPL technology training and account processes for the Advisor throughout their transition. Develop trusting partnerships with Advisors and create a strategy for settling their entire book of business on LPL’s platform based on the Advisors’ unique goals.

Fort Mill, South Carolina, United States

Provide Level 2 technical support on escalated issues for proprietary LPL software products and Information Technology Services. Respond to LPL Financial Advisor questions and problems by telephone & e-mail and provide training and support as needed within 24-hour SLA. Track and communicate updates through entire life-cycle of incident to the Financial Advisor. Conduct mentorship of Frontline Service Professionals through ongoing product and procedural training. Provide ad-hoc training and assistance to Service Professionals and deliver feedback to the Management team. Lead 6-month project collaborating with Technology and other LPL teams to review and update 400 Advisor-facing how-to-guides and FAQ documents to ensure accuracy of information and procedures provided in those documents.

Fort Mill, South Carolina, United States

Responsible for fielding calls from Advisors and Clients who need support with LPL programs, resolving on first contact when possible & providing timely follow up when first contact resolution was not possible. Provide clear and concise instructions from available resources for callers while showing empathy for the issue they are working on. Provide accurate answers to colleagues, both in my department and other departments, who need support for their Advisor & Client calls. Passed SIE exam in May 2022 in order to increase my knowledge and understanding of the financial industry so I can better assist our Advisors and their Clients. Invited to be POD co-leader in under 1 years of employment. Participated in LPL Mentor Circle and career development training in order to improve my skills for the Tech Support Help Desk department.

Mooresville, North Carolina, United States

Provide a friendly and welcoming environment for all club members and their guests. Handle multiple drink orders and tabs at one time. Provide suggestions and information on cigars for customers as needed. Check inventory and report to owners if anything is running low or out.

Huntersville, North Carolina, United States

Responsible for management of 2-10 active roofing projects per month including initial inspection, filing claims with insurance companies, scheduling, quality control, safety and profit margins. Assist the Director of Sales with training new Sales Representative and Lead Generators to increase customer satisfaction & understanding as well as company sales and production. Plan and execute trade show style booth for special events and promotions to educate customers, collect leads, and increase company sales and production.

Huntersville, Nc

Obtain and hold General Contractor’s Licenses in multiple states, as well as industry-standard certifications such as the NPSI CPSI and Playworld RISC certifications. Implement standard scope of work and installation policies to improve project profit margins and customer expectations. Interview new and manage all installation contractors to include in our roster for multi-state playground installations. Attend pre-bid meetings to qualify projects and seek answers to questions regarding scope of work, bid documents, site challenges, etc. Visit job sites to measure and inspect for anything that may affect proposal pricing and identify challenges for installation crew. Coordinate project processes including permitting, scheduling, inspections, deliveries, rentals, etc. Communicate with sales representatives, install contractors, and customers to ensure that each project runs smoothly and efficiently. Assist all territory sales representatives with their proposals as needed to ensure profit margins meet minimum requirements and review scopes of work with rep to identify any additional challenges that may affect the project. Supervise installations for KaBoom playgrounds, including layout, digging, and safe equipment installation according to NPSI CPSI regulations while coordinating large scale (150+) volunteer assistance.

Fort Myers, Florida Area

Obtain and hold NPSI CPSI and Playworld RISC certifications. Read and sort through construction project newsletters to identify new bid opportunities for proposals and/or new companies to introduce us to and potentially work with on future projects. Review bid documents and develop competitive proposals for ITBs, RFQs, RFPs, etc. to ensure that as many bid opportunities as possible are answered in the state of Florida. Attend pre-bid meetings to qualify the project and seek answers to questions regarding scope of work, bid documents, site challenges, etc. Visit job sites to measure and inspect for anything that may affect proposal pricing and identify challenges for installation crew. Coordinate project processes including permitting, scheduling, inspections, deliveries, rentals, etc. Communicate with purchasers and suppliers to ensure that each project runs smoothly and efficiently. Assist all territory sales representatives with their proposals as needed and attend trade shows when sales representatives are unavailable. Supervise installations for KaBoom playgrounds, including layout, digging, and safe equipment installation according to NPSI CPSI regulations while coordinating large scale (150+) volunteer assistance.

Fort Myers

Researched and customized CRM programs to assist with improving intra-company communication, lead/sales/production tracking, and overall efficiency.Oversaw setup and organization of document servers in order to facilitate easy access to frequently used documents for the sales and design team.Produced training videos for designers to expedite the learning process in company documents and processes.Designed forms in MS Excel and Word for customer information, follow-up, and project installation; and profitability of each individual on the sales team.

Glen Burnie, Md

Assist the division and crew managers in creating new production processes in order to expand installation capacity.Answer/Place phone calls from and to homeowners, contractors, and rebate program administrators to answer questions, schedule site visit and installation appointments, and collect payment information.Create and file job folders for homeowners and keep track of dates on files for rebate program deadlines and requirements.Input data from forms into an online database for specific program installations in order for payment to be received for labor and materials installed.Manage emergencies and last minute installation changes for homeowners and contractors.Stock office supplies as needed.

Joppa, Md

Provide a safe and friendly atmosphere for daycare/overnight dogs and pay special attention to any geriatric dogs.Feed dinner and breakfast to boarding dogs quickly and efficiently.Safely let dogs out for evening and morning potty breaks.Clean (vacuum, scrub, and mop) office, lobby, and grooming areas.Answer phones throughout the night in case of emergency drop-offs.

Pikesville, Md

Assist the company’s Estimator with upcoming job bids.File all paperwork according to job name, sub-contractor name, date, and type of correspondence.Answer/Place phone calls from and to the company’s sub-contractors and project coordinators.Send shipments via UPS/Next Day Express/U.S. Mail by the designated deadlines.Stock office supplies as needed.

Baltimore, Md

File all paperwork according to general contractor, job number, and date.Place phone calls to general contractors regarding invoices past due over thirty (30) days.Set up job proposals to send to general contractors.Order and gather samples to put together as submittals for general contractors.

Elkins, Wv

Efficiently operate cash register and properly handle all payment media.Take inventory of store and notify manager of orders needing placement.Stock and face shelves and maintain a clean work environment.Provide high standards of customer service.

Bachelor’S Degree, Psychology

Activities and Societies: Tau Sigma Honors Fraternity

Pyschology

Attended HCC for one year in order to obtain Maryland in-state status. Also attended classes during the Summer before and Fall during my.

Psychology, Criminal Justice

Recognized on the Dean’s List.

High School, Animal Sciences

Activities and Societies: Future Farmers of America, National Honor Society, Student Mentor, Teacher's Aid, JV SoftballAchieved.