Riannon Varney Email & Phone Number

Nashville, TN, US

Nashville, TN

Nashville, TN

As a client specialist at the corporate headquarters, I am part of a small team that works directly with associates and financial advisors across all of our national offices. Responsibilities include opening accounts for clients, working alongside our compliance team to ensure risk and regulations procedures, facilitating resolutions with compliance.

Nashville, Tennessee, United States

Partnered with Financial Advisors to service a client base with more than 3,000 high net worth clients by building personal relationships to best provide asset allocation advice, portfolio analysis, Trust & Estate planning, and retirement planning.

Nashville, Tennessee, United States

• Monitored and executed daily funds transfers across all products (FedWire, CHIPS, SWIFT, ACH, Checks, and Foreign Exchange Payments/ Conversions) for firm and client accounts
• Produced and reviewed daily key process/ key risk indicators as well as other management reports to implement process changes and increase efficiency
• Tested and enforced key process controls are in accordance with the Group Operations Framework to ensure a risk controlled environemnt
• Advised firm and clients about payments processing and quality control

United States

• Processed financial transactions accurately- withdrawals, deposits, opening and closing accounts
• Maintained responsibility for cash drawer to ensure safety and federal compliance
• Identified, troubleshoot and resolves customer issues in a professional manner

Poughkeepsie, New York, United States

• Produced marketing assets for clients including website copy and email copy
• Conducted focus group of 11 high school students for input on college marketing materials in order to better advise clients
• Researched client brand standards to adhere to tone and style across all marketing materials for campaigns

Poughkeepsie, New York

• Co-created content to post on internship website
• Updated database with necessary data to better target communications and improve reporting accuracy
• Coordinated appointments for students to meet with staff

Poughkeepsie, New York

North Road Communications is a student run IMC Firm. I am apart of the publicity team in which I co-created content for social media outlets for the firm as well as Created scripts and additional content for our upcoming YouTube channel launch!

Saratoga Springs, New York

• Planned and coordinated media attendees including ABC, NBC, CBS and Spectrum affiliates to provide access to 40+ events in 3 months including Freihofer’s Saratoga Jazz Festival, The New York City Ballet, and The.
• Generated promotional emails including tags for data analytics to a distribution list of 49,886 subscribers using MailChimp
• Drafted social media content and wrote press releases/ media advisories for upcoming events or special announcements
• Analyzed and assembled media coverage for post-event reports with CoverageBook for sponsors to monitor metrics
• Pitched to local and regional print and online media outlets and Monitor press clippings and measures media hits

The Hudson Valley