Heather Brewer Email & Phone Number

Jacksonville, Fl, Us

Greenwood Village, Co, Us

New York, New York, Us

• Works in a 9/10 sales operations capacity within the remote sales division, supporting and leading 80+ wealth advisors, relationship managers and sales support staff. • Manages new hire onboarding, sales training development and facilitation, sales reporting/metric review, phone queue monitoring, delivering sales call coaching, client escalations and exception approvals, procedure creation, compliance adherence, and more while utilizing Salesforce and Pershing Platforms • Works closely with Citi senior leadership while managing various projects related to wealth team sales operations. *VOE Member, Citi GROW Member

New York, New York, Us

*Partnered with various leaders and advisors and helped spearhead the training design and facilitation of Service-to-Sales across all sites. *Top performer - submitting referrals leading to millions under management. *Provided white glove brokerage servicing and trading assistance for domestic and international investors with segments ranging from low to high net-worth in all wealth management stages. *Designed various training material for cross site use.*Collaborated and developed feedback on process improvement to enhance employee satisfaction, client satisfaction, competitive stance in the market, training, and ease of internal processes.*Made consistent efforts to be a culture building champion - encouraging an engaging team dynamic through meaningful interactions, (formal employee praise and shoutouts, implemented positive escalations, team outings etc). *(Promoted)

Boston, Ma, Us

*Advised participants on the Workplace side of Fidelity with their 401k guidance and planning needs. *Gathered financial information from participants to develop a retirement analysis and interpreted the participant’s profile, will, skill and time horizon to generate an investment strategy solution that best aligned with their goals for retirement. *Completed 401k enrollments, withdraws, rollovers, roth in plan conversions, managed account enrollments and other new account openings. *Uncovered additional needs and referred eligible participants to the branch for more detailed income planning, and asset consolidation opportunities when suitable.*Achieved sales metrics that exceeded team goal level. *Resigned after being approached by Citi to be apart of their very first investment team in Jacksonville.

*Advised clients on financial and investment related topics while using consultative and relationship-based sales techniques to deepen relationships. *Provided assistance on all aspects of IRA accounts to include rendering advice, opening new accounts, account rebalancing, rollovers, and trading of securities.*Recruited and onboarded clients into suitable business platforms, (fee-based managed accounts, self-directed accounts, or open-architecture accounts), building pipelines of prospects and maintaining a detailed tracker to enhance client follow-through. *Displayed expert communication skills when completing outbound campaigns and fielding inbound calls. *Recognized as the top performer on my team for multiple consecutive quarters. *Obtained my Series 66 license.*Resigned to take extended maternity leave

Boston, Ma, Us

*Assisted self-directed clients by handling service and trading needs for their investment accounts.*Placed trades for Stocks, Bonds, Brokerage CD's, ETF's, Options and Mutual Funds on a daily basis.*Assisted with corporate actions, new accounts, transfer of assets, 401k rollovers and distributions. *Acted as a subject matter expert and educated clients on principles of investing and Fidelity products and benefits to acquire and retain business.*Referred clients to managed accounts, guidance, or active trader services when applicable and suitable. *Performed team-wide coaching on call quality and communication skills.*Formally recognized for call quality with survey scores among the Top 3% in the nation. *Obtained my Series 7 & 63 License.*Resigned to accept advisor/66 opportunity at Merrill

Bachelor Of Arts - Ba, Financial Services

High School Diploma