Brittany Morrison

Brittany Morrison Email and Phone Number

Client Service Associate @ KDK Private Wealth Management
Houston, TX, US
Brittany Morrison's Location
Greater Houston, United States
About Brittany Morrison

As a Client Relationship Specialist at Hightower Advisors, I am responsible for the day to day operations of a large RIA firm that serves high-networth clients. I work closely with executive leadership and act as a key point of contact for the team, providing quality financial professional care and excellent service to clients. I have over 10 years of experience in the financial industry, including acquisitions, business loans, management of client portfolios, and new construction.I hold a Bachelor of Business Administration in Management with concentrations in Marketing and Finance from Sam Houston State University. I am proficient with various financial platforms, software, and tools, such as Envestnet Tamarac, Fidelity and Schwab Platforms, DocuSign, SalesForce, Engage, Clout Marketing, SAP Concur Expense Management, Quickbooks, and LexisNexis. I also have strong analytical skills with the utilization of pivot tables, databases, and forecasting. I am a Notary for the State of Texas and I have multiple certifications in preventing discrimination and harassment. I value teamwork, work ethic, and business development, and I enjoy developing financial plans with organizational leaders and creating a plan of action.

Brittany Morrison's Current Company Details
KDK Private Wealth Management

Kdk Private Wealth Management

View
Client Service Associate
Houston, TX, US
Website:
kdkpwm.com
Employees:
5
Brittany Morrison Work Experience Details
  • Kdk Private Wealth Management
    Client Service Associate
    Kdk Private Wealth Management
    Houston, Tx, Us
  • Hightower Advisors
    Client Relationship Specialist
    Hightower Advisors Nov 2020 - Present
    Houston, Texas, United States
  • Ppc Loan
    Portfolio Manager
    Ppc Loan Jun 2016 - Oct 2020
    The Woodlands, Tx
  • Natural Graphics, Inc.
    Project Manager
    Natural Graphics, Inc. May 2015 - Jun 2016
    Houston, Texas Area

Brittany Morrison Education Details

Frequently Asked Questions about Brittany Morrison

What company does Brittany Morrison work for?

Brittany Morrison works for Kdk Private Wealth Management

What is Brittany Morrison's role at the current company?

Brittany Morrison's current role is Client Service Associate.

What schools did Brittany Morrison attend?

Brittany Morrison attended Sam Houston State University, Lone Star College System.

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