Brittany Hintz
Operations Manager at Shakespeare Wealth Management, LLC- Claim this Profile
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Topline Score
Bio
Heather Clark
Brittany cared about her role within the company. She had always produced her work with a high degree of accuracy. She had been patient, caring and compassionate with internal and external clients. In addition, her personality was easy to work with. I enjoyed working with Brittany!
Tricia Bilitz
Brittany is a very dedicated employee. She has presented great work ethic and applies her outstanding personality and willingness to learn in all business standards. Brittany makes strong personal connections in every aspect of her work. Not only does she provide excellent customer service, she also strives to provide the best output in each task she is given.
Heather Clark
Brittany cared about her role within the company. She had always produced her work with a high degree of accuracy. She had been patient, caring and compassionate with internal and external clients. In addition, her personality was easy to work with. I enjoyed working with Brittany!
Tricia Bilitz
Brittany is a very dedicated employee. She has presented great work ethic and applies her outstanding personality and willingness to learn in all business standards. Brittany makes strong personal connections in every aspect of her work. Not only does she provide excellent customer service, she also strives to provide the best output in each task she is given.
Heather Clark
Brittany cared about her role within the company. She had always produced her work with a high degree of accuracy. She had been patient, caring and compassionate with internal and external clients. In addition, her personality was easy to work with. I enjoyed working with Brittany!
Tricia Bilitz
Brittany is a very dedicated employee. She has presented great work ethic and applies her outstanding personality and willingness to learn in all business standards. Brittany makes strong personal connections in every aspect of her work. Not only does she provide excellent customer service, she also strives to provide the best output in each task she is given.
Heather Clark
Brittany cared about her role within the company. She had always produced her work with a high degree of accuracy. She had been patient, caring and compassionate with internal and external clients. In addition, her personality was easy to work with. I enjoyed working with Brittany!
Tricia Bilitz
Brittany is a very dedicated employee. She has presented great work ethic and applies her outstanding personality and willingness to learn in all business standards. Brittany makes strong personal connections in every aspect of her work. Not only does she provide excellent customer service, she also strives to provide the best output in each task she is given.
Credentials
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Series 65 - Uniform Investment Adviser Law Examination
Kaplan UniversityAug, 2018- Oct, 2024
Experience
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Shakespeare Wealth Management, LLC
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Jun 2020 - Present
Responsibilities include:• Oversight of portfolio administration including reconciliation, trade execution and settlement, performance reporting and account maintenance. • Creation and implementation of industry standard processes in aspects of practice management, compliance, business services, and technology. • The formation and review of organizational structure; including development and alignment of workplace systems to ensure proper flow and promote growth as well as establish accountability and integration between members of client services and marketing. Major projects include the conversion of firm-wide financial reporting and CRM software, creation of office workflow processes to optimize client onboarding and engagement, and the successful adoption of EOS (Traction) principles within our Leadership team.
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Portfolio Administrator
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Jul 2015 - Jun 2020
Responsible for operational activities including daily reconciliation between custodian and reporting software; utilizing Tamarac rebalancing software to trade client accounts according to determined model; generating and distribution of client performance reports.Reduce the workload of advisors by providing proactive and reactive support through preliminary client meeting preparation, anticipating necessary paperwork or reports prior to client meetings and ensure completion of any follow-up.Assist clients in the administration of their accounts; including account opening and maintenance, ACAT transfers, distributions and processing money movement transactions.
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Pennant Management, Inc.
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United States
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Investment Management
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Portfolio Assistant
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Jul 2014 - Jun 2015
Assisted the portfolio managers or investment officers in all aspects of client relationships. Essential duties include account maintenance, client reporting and management (open accounts, process check requests, wires, deposits, and distributions, maintain client lists via online trust systems, assure files are in compliance with regulatory requirements). Clerical responsibilities and organizational support include maintaining calendars, answering phones, ordering supplies, conference call set up and fulfilling role of vendor contact person.
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BMO Private Wealth
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Canada
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Financial Services
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700 & Above Employee
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Imaging Specialist
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Mar 2013 - Jul 2014
Responsible for the organization of Trust accounts based on retention classification. Accurately and efficiently imaged over 800 Trust account files into a paperless filing system while gaining knowledge of revocable, irrevocable, and life insurance trusts.Initiated and integrated an updated system for documenting closed files via Microsoft systems. Responsible for the organization of Trust accounts based on retention classification. Accurately and efficiently imaged over 800 Trust account files into a paperless filing system while gaining knowledge of revocable, irrevocable, and life insurance trusts.Initiated and integrated an updated system for documenting closed files via Microsoft systems.
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Education
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2013 - 2015
Lakeland College
Bachelor’s Degree, Communication, General -
2011 - 2013
Milwaukee Area Technical College
Associate of Arts (AA)
Community
