Brandie Giffin

WORK HISTORY

EDUCATION

SKILLS

ABOUT BRANDIE GIFFIN

Goal: I strive to make a difference. Professionally, I work to positively impact the lives of our firm\'s clients while helping them achieve their financial goals.* Responsible for overseeing all corporate engagements, from client services and financial offerings to operations and marketing. Focused on our firm’s high-quality client experience which fosters long-standing, multi-generational relationships. Ensures the firm is compliant with all local and federal regulations and makes certain the firm’s fiduciary responsibility is supported by a strong culture of compliance. Personally, I am a community volunteer for causes that touch my heart.* Passionate faciltator, board member and treasurer for Grief\'s Journey; Support missions & disaster recovery efforts for the under-served; Volunteer for youth related organizations such as The Hope Center, Youth Frontier & , Youth Emergency Servises Work History:* Have held a variety of leadership, strategic & operational positions with progressive responsibilities throughout a 30+ year career in the insurance and investment industry.* Have expertise with several business elements including: vision and strategy creation; business intelligence; line-of-sight goal setting; risk assessment; process mapping; product sponsorship; vendor negotiations; project and relationship management; product research and development; quality assurance and training.* Have designed and implemented new business models and have led independent projects as well as large service, production and project teams.* Series 65 Uniform Investment Advisor * Six Sigma certified