Also known as: BWagner02169
I have a great deal of experience working with high profile executives, providing all functions necessary for office management and client support. An excellent communicator with an extraordinary ability to develop rapport with, and support and retain clients while meeting corporate goals and earning top evaluations for customer service. I am also an excellent writer, editor and proofreader who can compile compelling and comprehensible marketing and business communications that engage clients. Because of my recent experience with high profile individuals in private wealth management, I also understand the needs of a fast paced office with busy managers and executives and make sure day-to-day tasks as well as special projects (and the occasional curve-ball) are completed in a timely manner and that operations run smoothly. I am also uniquely positioned to add value to investment management firms and others due to my broad knowledge of financial markets, products and operations and my distinctive ability to provide superior client service. Specialties Unique depth of knowledge of financial markets and operations, combined with an outstanding record of client service while providing the administrative skills needed by high profile executives.
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