Tanya Brown El
Warren,MI
Summary
Dynamic professional with 20 years experience as a Financial Advisor Assistant at Comprehensive Planning Group, I excel in client relationship management and investment proposal preparation. My extensive work history has proven my ability to maintain accurate financial records while staying in compliance with our Broker Dealer. While delivering exceptional service and support to senior advisors, enhancing client satisfaction and firm performance.
Overview
20
20
years of professional experience
Work History
Financial Advisor Assistant
Comprehensive Planning Group
03.2006 - Current
- Supported financial advisors in preparing client presentations and investment proposals.
- Managed client correspondence, ensuring timely responses and maintaining strong relationships.
- Assisted in organizing and coordinating client meetings, enhancing overall efficiency.
- Maintained accurate financial records using advanced software tools for reporting and analysis.
- Collaborated with team members on projects aimed at improving overall firm performance, sharing insights gained from daily interactions with clients.
- Provided administrative support for new account opening procedures following established compliance guidelines closely.
- Supported senior financial advisors in managing a diverse client portfolio, ensuring the highest level of service and attention to detail.
911 Dispatcher
Parastar Medical Transportation
06.2014 - 03.2016
- Coordinated emergency response efforts with law enforcement and medical teams.
- Managed high-volume call traffic to ensure rapid resource allocation.
- Utilized advanced dispatch software for accurate tracking of units and incidents.
- Trained new dispatchers on protocols and communication technologies.
- Provided exceptional customer service to callers in crisis, displaying empathy while obtaining necessary information for emergency response teams.
- Dispatched and coordinated emergency services teams according to high-priority calls.
- Answered calls from automatic routing system and took basic information from callers.
Education
High School Diploma -
Cooley High School
Detroit, MI06-2006
Medical Billing Certification - Medical Billing
Lawton Business School
Southfield, MI 08-2002
Skills
- Client relationship management
- Financial record maintenance
- Investment proposal preparation
- Compliance adherence
Languages
English
Timeline
911 Dispatcher
Parastar Medical Transportation
06.2014 - 03.2016
Financial Advisor Assistant
Comprehensive Planning Group
03.2006 - Current
High School Diploma -
Cooley High School
Medical Billing Certification - Medical Billing
Lawton Business School