Valiant Broussard

Customer Success Manager & Cybersecurity Analyst | CompTIA Sec+ | Merging Information Technology with Customer Solutions

Role
Gwim Senior Opps at Merrill Lynch
Location
Jacksonville, FL, US
LinkedIn followers
500 followers

About Valiant Broussard

Cybersecurity and IT Professional with 3 Years in security operations and help desk…

Experience

  1. Gwim Senior Opps

    Merrill Lynch

    Feb 2013 — Present

    Process state specific court documents pertaining to US Trusts, Guardianships, Estates, and Conservatorships for high net worth clients • Provide fiduciary account support and training to clients calling in for account assistance and financial advice • Deliver exceptional client service and expertise while offering accurate information pertaining to state specific laws, compliance, statutes, and regulations • Train newly hired employees and coach them on best practices for retail banking and fiduciary products • Build valuable relationships with clients by acting as a partner and resource, and by demonstrating excellent communication skills, attention to detail, and business acumen

Education

  • Southeastern University

    Business Administration

  • Auburn University

    Certificate - Cyber Security / Info Sec

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Valiant Broussard — Gwim Senior Opps at Merrill Lynch in Jacksonville, FL, US | Unifers