Clare Brodersen
Venice
Summary
Proficient Financial Advisor known for strategic investment planning and client relationship management. Successfully educated public-sector educators on retirement solutions, leveraging CRM tools to maintain robust client engagement and service efficiency.
Overview
9
9
years of professional experience
4
4
Certifications
Work History
Financial Advisor
Equitable Advisors
Los Angeles
11.2023 - Current
- Educated public-sector educators on pension systems and retirement planning, identifying funding gaps and long-term planning needs.
- Delivered group presentations to large audiences to generate interest in financial planning and investment solutions.
- Built and advised a client base of 230 individuals, acquiring 178 new clients through proactive outreach and relationship development.
- Managed $3.5 million in assets, with a focus on Equivest 403(b) retirement accounts.
- Conducted client meetings to develop and implement comprehensive, goal-based investment strategies.
- Leveraged CRM tools to manage client relationships, track opportunities, and enhance service efficiency.
- Provided customized recommendations on investment and financial products aligned with each client’s objectives and risk tolerance.
Operations Manager
En Blanc LA
Santa Monica
11.2021 - 08.2023
- Developed master stock sheet, managing inventory and pricing updates for bridal salon generating $1.8 to $2.4 million annually.
- Created and analyzed master sales sheet, driving 19.6% increase in profit margin in 2022.
- Implemented BridalLive client booking and POS system, addressing software inquiries and issues promptly.
- Managed client invoicing, vendor account payments, and tracked company expenses efficiently.
- Facilitated order confirmations between clients and vendors while maintaining organized file systems.
- Coordinated inventory shipping and invoicing for customer orders, gown loans, and trunk shows.
- Conducted Quality Assurance checks for all merchandise ordered and received.
- Updated and maintained company website daily using WordPress/MySQL.
Nanny
Private Family
Santa Barbara
05.2017 - 08.2021
- Worked as a part-time nanny during college and as a full-time nanny post college.
- Helped facilitate online learning for an elementary school child during the pandemic.
- Worked with preschoolers to develop reading, writing, and counting skills.
- Assisted with household organization, transportation, and schedule maintenance.
Operations Team Intern
Restoration Hardware
Corte Madera
06.2017 - 08.2017
- Organized company employment data and conducted analyses of employee turnover and job satisfaction.
- Participated in software testing for Gallup Human Capital, Tableau, Domo, and Oracle, assessing suitability for company needs.
- Interviewed executives and shadowed daily routines to gather insights on operational effectiveness.
- Documented meeting notes and distributed them to ensure team alignment.
- Developed templates for evaluating exit-interview trends to improve retention strategies.
Education
Bachelor of Arts - Economics
University of California, Santa Barbara
Santa Barbara, CA06-2020
Certification
FINRA Series 7 – General Securities Representative
Timeline
Financial Advisor
Equitable Advisors
11.2023 - Current
Operations Manager
En Blanc LA
11.2021 - 08.2023
Operations Team Intern
Restoration Hardware
06.2017 - 08.2017
Nanny
Private Family
05.2017 - 08.2021
Bachelor of Arts - Economics
University of California, Santa Barbara