Marissa Griebel, Mba, Crps® Email & Phone Number

Austin, Texas, United States

Austin, Texas

• Manage risk through comprehensive best interest reviews of new business, covering a diverse range of financial products, including variable and fixed indexed annuities, alternative investments, advisory accounts, structured products, and direct mutual fund accounts.• Establish key relationships by addressing Financial Professionals' questions and concerns, becoming a trusted resource within the organization.• Took on a leadership role as the lead trainer for onboarding Financial Professionals and their staff within the service team.• Revitalized a comprehensive presentation to effectively communicate the duties and purpose of Sales Supervision• Led targeted and specialized annuity training sessions for high-profile offices in the field, imparting expertise, knowledge, and best practices for annuity processing and review.• Played a key role in crafting and implementing standard operating procedures, optimizing and streamlining processes to enhance efficiency and effectiveness in conducting best interest reviews.• Conduct thorough reviews of check blotters and correspondence files, including email correspondence and consolidated statements.• Evaluate a high volume of trades daily, ensuring compliance with best interest standards and adherence to policy and industry guidelines.• Conduct monthly rep rank reviews by investigating and identifying risk factors to ensure proactive risk management within the organization.• Assisted with testing and integration of various technology platforms and programs such as eMoney, Annuity Order Entry, RegEd, as well as other proprietary systems. • Collaborated with a small team to rigorously test and implement a proprietary digital account opening system, ultimately becoming a subject matter expert in its functionality and operation.• Collaborate with other departments to enhance processes, communication, and procedures, contributing to overall organizational efficiency.

Austin Area, Texas

• Lead securities trader overseeing Advisory and Retail accounts; managing account activities from openings to trade executions and maintenance.• Responsible for processing account documentation, ensuring accuracy for new and existing accounts.• Collaborate with Financial Professionals to enhance operational efficiency.• Serve as a liaison between Financial Professionals and Home Office representatives.• Experienced in a wide range of investment account types, including Brokerage, Variable Annuity, and Plan Sponsored Business.• Actively participated in annual Advisor conferences.• Conducted and reported to investment research on stocks, mutual funds, and ETFs• Lead contact for Retail and Advisory clients, providing dedicated service for account-related inquiries.

Lowell, Ar

• Assisted in the management of investment portfolios specializing in equity securities• Lead equity and fixed income ETF securities trader for discretionary and non-discretionary trust accounts• Conducted portfolio management, research, and analysis of equity securities.• Calculated and distributed monthly and quarterly performance reports for six common trust funds• Developed documentation for meetings with the executive trust board• Authored the equity section of bi-weekly economic commentary for the Trust Portfolio Management group.• Supported trust administrators and investment advisors related to trade requests and proposals for prospective clients• Produced identification and classification of new assets for central trust operations

Hong Kong

• Created the economic overview portion of the company newsletter including US, UK, and China's deficit, interest rates, unemployment, corporate earnings, monetary policies, and stimulus plans• Established economic overview process for global distribution of information• Completed the market outlook portion of the company newsletter including global currencies, commodities, interest rates, unemployment, US healthcare market, and global stock markets• Conducted a rigorous competitive analysis of global insurance companies• Conducted research and created a thorough presentation for a venture capital project to be shown to clients

Greater Los Angeles Area

• Performed research and analysis of network competitors for Fox College Sports Network• Provided media research for the Sales Strategy & Development team

Greater Los Angeles Area

• Analyzed key operating and financial metrics for Fox Cable Networks channels and their competitors• Updated subscriber numbers by distributor for CCTV-9

Mba, Finance And International Business

Activities and Societies: Delta Sigma Pi - Vice President Pledge Education, Rawls Graduate Association

Bba, Finance, Cum Laude

Activities and Societies: Delta Sigma Pi (Vice President - Alumni Relations), Tech Marketing Association, The Finance Association.