Shelly Brockman, Mba Email & Phone Number

Getting stuff done 💪

Career life comes full circle. I'm thrilled to be working with financial advisors again. Talking all things investment management, practice efficiencies and portfolios.

Solving QuickBooks and accounting problems, maximizing efficiency of financial systems and providing insight that helps businesses to make important decisions.

Roswell, Ga

The Nook was north Atlanta's hub for women entrepreneurs and leaders. More than just a coworking space, we created an incubator for connections and collaborations. A bright and beautiful space to spark creativity and inspiration, a place to launch ideas and passion projects, and a community that supports you every step of the way. Designed by women, for women.Opening a coworking space was always a dream of mine. It was an amazing experience and I'm grateful for all of the women who supported our cause. As a high-density space, once COVID took full impact I made the decision to close as to not subject our members to the risks. The Nook offers:- Flexible membership options to meet you exactly where you are- Curated events and workshops to fuel your goals - Mentorship to support your growth- Crazy good Wi-Fi- Amazing and free coffee

Greater Atlanta Area

After a 13 year career in the investment industry, I took a step back to work on my passion project. WE Street Society was a consulting practice focused on maximizing the journey of entrepreneurship. It is one that involves just as much psychological preparation as it does strategic business planning. Starting a growing a business is very much like managing an investment portfolio - it involves goals, risk planning, execution, monitoring of your progress and being willing to make a move when new information arises.As an entrepreneur, your business is more than a service or product. It represents a collection of ideas and beliefs that seek to serve others. To achieve this involves careful operational, financial and marketing planning. My role was to serve clients in all these areas – as an advisor for making critical decisions, to hold you accountable, provide insights, recommend tools, and help steer your business in the direction you desire. Services include: strategy consulting, market analysis, sales and marketing strategy, relationship building, facilitate group accountability meetings, business planning retreats, mastery group for women entrepreneurs, transition planning from corporate to entrepreneurship,Specialties: Overall Business Strategy, Launch Strategy, Team Development, Marketing/Branding, Client Experience Planning, Profitability & Pricing Strategy

Marietta, Ga

Bayhawk Asset Management was founded in May 2010. As part of the founding group, I worked in conjuction with organization's partners to establish business development process as well as marketing and communications initiatives which resulted in the transition of $120M in assets within the first six months of business.Designed and produced training and communications material.Created and delivered sales presentations to financial executives. Established and systematized communications schedule. Key client relationship manager.Implemented CRM and workflow sales process systems.

Manage a team of business development associates to achieve a superior experience for clients and revenue growth.Responsible for the writing and execution of the department business plan and implementation of strategic initiatives. Conduct ongoing department project reviews and evaluation. Serve as employee-relations liaison to senior partners.Work directly with and report department achievements to the President.Control and monitor department expenses in accordance with budget.

Key relationship manager for clients; provide superior client experience. Identify quality leads resulting in an excess of $30 million annual new assets.Established and implemented a proprietary calling and servicing campaign to grow business and strengthen relationships with clients.Through qualifying and careful execution of calling campaign was able to grow business without incurring excessive travel expenses.Developed corporate communications schedule to systematically "drip" information to prospective and current clients. Wrote and designed marketing communications

Top producing leasing consultant

Mba, Organizational Behavior Studies

Coursework in Entrepreneurship and Marketing. 2006

Bba, Finance

Activities and Societies: Alpha Xi Delta Sorority, Emerging Leaders