Brittany C.

New Business Specialist @TruNorth Advisors

Greenville, SC, US

Dynamic AUM New Business Specialist with over 12 years of experience in asset management and client relationship management including high net worth clientele-Excellent communication skills, facilitating effective relationships with clients and stakeholders alike-Demonstrated expertise in client onboarding processes, ensuring a seamless transition to wealth management services-Proven track record of driving significant revenue growth through strategic business development initiatives-Expert in identifying and engaging high-potential clients while cultivating long-term partnerships supporting CEO and Vice President as both Lead Advisors.