Briana Thadison

Wealth Management Associate @Zacks Investment Management

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.