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Brian Woodward
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- Leadership
- Change Management
- Coaching
- Customer Service
- Team Building
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Bio
Experience
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Merriman Wealth Management, LLC
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Spokane
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Senior Client Service Specialist
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May 2017 - Aug 2023
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Spokane
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Paraplanner
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Feb 2013 - Dec 2016
Perform structured portfolio assessment and rebalancing; trading and reconciliation; fee billing; client service and annual reviews for RI.com clients.
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Client Service Representative
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Mar 2007 - May 2012
Registered Investment Advisor managing more than twenty unique portfolios (AUM $450m; 6,000+ client accounts)Establish new client accounts internally and with custodians; process and reconcile account distributions and contributions; track account transfers; provide service support to independent advisors, regional sales teams and private clients.
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Operations Manager
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Sep 1995 - Nov 2006
Branch office of Linsco Private Ledger, Registered Investment Advisor (AUM $45m; 450+ clients)Responsible for the daily management of the organization: Finance - AP/AR, payroll and taxes, corporate tax returns; Technology - maintain CRM database; Human Resources - recruit and train, manage benefits, produce procedures and employee handbook; RIA - annual filing of state and federal regulatory documents, maintain compliance records; Client Services - provide assistance to clients; Marketing – plan and produce seminars and client events, conduct email marketing campaign..
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Education
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University of Washington
Certificate, Project Management -
City University of Seattle
Bachelor of Science, Applied Behavioral Science (LIOS)
Suggested Services
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