Connor Brisson Email & Phone Number

Burlington, Vermont, United States

Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states… Show more Financial planning offered through Northeast Planning Associates, Inc. (NPA), a registered investment adviser (RIA). Securities and advisory services offered through LPL Financial (LPL), an RIA and broker-dealer (BD), Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the Contact Info section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.timbrisson.com. Show less

Burlington, Vermont, United States

South Burlington, Vermont, United States

Milton, Vt

-Primary function is to streamline operations and provide greater efficiencies for the practice-Fulfills various administrative and office duties; inclusive of maintaining schedules-Produce business correspondence and official mailings-Update and maintain Principal LinkedIn Profile-Data entry including hard copy and electronic filing-Update client information within the company CRM (Redtail). Maintain client newsletter list-Initiated program using IDOC to move towards a… Show more -Primary function is to streamline operations and provide greater efficiencies for the practice-Fulfills various administrative and office duties; inclusive of maintaining schedules-Produce business correspondence and official mailings-Update and maintain Principal LinkedIn Profile-Data entry including hard copy and electronic filing-Update client information within the company CRM (Redtail). Maintain client newsletter list-Initiated program using IDOC to move towards a paperless office-Liaison between the principal and the company’s marketing, compliance, and planning departments Show less

-Responsible for resolving customer questions, complaints and requests -Continually develop and maintain working knowledge of internal policies, procedures and products-Identify and address customer’s issue within set time parameters-Escalate potentially fraudulent charges to management following proper procedure and filing the necessary forms

• Oversee the wellbeing of employees and customers by providing security at contracted sights • Diffuse situations verbally and without the use of force

• Worked with customers, took phone orders, unloaded pallets, did inventory counts and cashiered• Knowledgeable across all product lines to better assist customers• Marketed Stapes rewards program and other promotional items

Bachelor Of Science - Bs, Business

Activities and Societies: UVM Club Football

International Business Studies, Marketing/Global Marketing, Junior At College

Education record

Activities and Societies: Football, Basketball, Lacrosse, Snowboarding National Honors Society