Briana Thadison
Finance & Investment Management CRD#: 6827856
- Role
- Wealth Management Associate at Zacks Investment Management
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Briana Thadison
Licensed Wealth & Investment Management Professional | Series 7, 66, 63 | CFA Level I…
Experience
Wealth Management Associate
Nov 2024 — Present
Partner with Sales, Portfolio Managers, Product Specialists, and Client Relations to support institutional and retail clients and prospects.• Collaborate on RFPs, tailored proposals, and new business initiatives with cross-functional teams.• Analyze portfolio performance, market trends, and competitor data to identify growth opportunities.• Research client/prospect needs to align investment solutions and drive strategic outreach.• Track and report sales and client activity in Salesforce; support COO with data-driven insights.• Lead cross-team projects, streamline workflows, and improve process efficiency.• Act as a strategic resource, providing consultative support on investment strategies and market developments.
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