Tania P. Brown, CFP®, AFC®
Vice President, Coaching Strategy | Workplace Financial Wellness Provider at OfColor- Claim this Profile
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Bio
Credentials
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Accredited Financial Counselor (AFC)
AFCPE® (Association for Financial Counseling and Planning Education®)Sep, 2022- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER™
CFP BoardJun, 2010- Oct, 2024
Experience
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OfColor
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United States
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Financial Services
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1 - 100 Employee
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Vice President, Coaching Strategy | Workplace Financial Wellness Provider
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Nov 2023 - Present
My main responsibility is to drive the development and execution of strategies that optimize employee financial outcomes, elevate client satisfaction, and fuel business growth. This involves closely monitoring industry trends to identify and capitalize on emerging opportunities that align with client goals, ensuring the relevance of our services in an ever-changing market. In this role, I am tasked with understanding client needs deeply, formulating strategic plans, and collaborating… Show more My main responsibility is to drive the development and execution of strategies that optimize employee financial outcomes, elevate client satisfaction, and fuel business growth. This involves closely monitoring industry trends to identify and capitalize on emerging opportunities that align with client goals, ensuring the relevance of our services in an ever-changing market. In this role, I am tasked with understanding client needs deeply, formulating strategic plans, and collaborating with cross-functional teams to successfully implement these strategies. By leveraging my strategic thinking, communication, and leadership abilities, I play a vital role in bridging the gap between clients, employees, and business growth. Overall, my goal is to ensure that our Financial Coaching services consistently meet client expectations, drive employee financial success, and contribute to the continued growth and success of our organization.
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Director, Financial Coaching
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Sep 2022 - Present
Responsible for developing, implementing, and managing all aspects of the financial coaching program, focused on helping financially vulnerable employees, often BIPOC and frontline workers, achieve financial security. Our team achieved high client feedback scores, maintaining above the industry average Net Promoter Score.
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TPB Services
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United States
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Financial Wellbeing Consultant
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Jul 2019 - Sep 2022
I partnered with non and for-profit organizations to strategize, design, and execute innovative, practical solutions to help people achieve financial stability. I partnered with non and for-profit organizations to strategize, design, and execute innovative, practical solutions to help people achieve financial stability.
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Financial Finesse
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United States
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Financial Services
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1 - 100 Employee
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Financial Coach | Workplace Financial Wellness Provider
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Sep 2014 - Jul 2019
In my role, I provided 1:1 and group coaching on various financial topics, including employee benefits, while maintaining high customer feedback scores. Later my role expanded, and I: -Interviewed new coaches and trained coaches on employer client benefit programs. -Collaborated with the consulting team to help organizations develop financial wellness programs. -Created content and led a research report on diversity in workplace financial wellness programs I also had the… Show more In my role, I provided 1:1 and group coaching on various financial topics, including employee benefits, while maintaining high customer feedback scores. Later my role expanded, and I: -Interviewed new coaches and trained coaches on employer client benefit programs. -Collaborated with the consulting team to help organizations develop financial wellness programs. -Created content and led a research report on diversity in workplace financial wellness programs I also had the honor of being awarded our organization's Leadership Award. Show less In my role, I provided 1:1 and group coaching on various financial topics, including employee benefits, while maintaining high customer feedback scores. Later my role expanded, and I: -Interviewed new coaches and trained coaches on employer client benefit programs. -Collaborated with the consulting team to help organizations develop financial wellness programs. -Created content and led a research report on diversity in workplace financial wellness programs I also had the… Show more In my role, I provided 1:1 and group coaching on various financial topics, including employee benefits, while maintaining high customer feedback scores. Later my role expanded, and I: -Interviewed new coaches and trained coaches on employer client benefit programs. -Collaborated with the consulting team to help organizations develop financial wellness programs. -Created content and led a research report on diversity in workplace financial wellness programs I also had the honor of being awarded our organization's Leadership Award. Show less
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Morgan Stanley
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United States
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Financial Services
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700 & Above Employee
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Retirement Plan Relationship Manager
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Jul 2011 - Jul 2014
I manage a portfolio of retirement plan clients, including 401(k) plans and profit-sharing plans. In my role, I was the main point of contact for plan sponsors for all plan-related questions and activities and: -Prepared and delivered comprehensive reports to clients, providing insights on plan performance, participant demographics, and legislative changes. -Collaborate with TPAs to ensure plan compliance and implement best practices. My excellence in client services awarded me… Show more I manage a portfolio of retirement plan clients, including 401(k) plans and profit-sharing plans. In my role, I was the main point of contact for plan sponsors for all plan-related questions and activities and: -Prepared and delivered comprehensive reports to clients, providing insights on plan performance, participant demographics, and legislative changes. -Collaborate with TPAs to ensure plan compliance and implement best practices. My excellence in client services awarded me the opportunity to attend specialized training on managing 401k plans.
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Financial Advisor
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Apr 2008 - Jul 2011
I delivered comprehensive financial planning advice to clients, including investment strategies, retirement planning, risk management, and wealth preservation. I collaborated with tax and legal professionals to develop tax-efficient strategies and estate planning solutions.
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Edward Jones
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United States
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Financial Services
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700 & Above Employee
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Financial Advisor
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Apr 2003 - Apr 2008
I create customized investment plans aligned with client's objectives and provide ongoing portfolio management. Additionally, I developed and implemented strategic prospecting initiatives to identify and reach target markets that enabled my office to achieve profitability and exceed sales expectations. Additionally, I received the Ted Jones Prospecting Award. The award is won by fewer than five percent of Financial Advisors. The award signifies the Financial Advisor's rapid business… Show more I create customized investment plans aligned with client's objectives and provide ongoing portfolio management. Additionally, I developed and implemented strategic prospecting initiatives to identify and reach target markets that enabled my office to achieve profitability and exceed sales expectations. Additionally, I received the Ted Jones Prospecting Award. The award is won by fewer than five percent of Financial Advisors. The award signifies the Financial Advisor's rapid business start-up, dedication to his or her work, and success in bringing in new business. Show less I create customized investment plans aligned with client's objectives and provide ongoing portfolio management. Additionally, I developed and implemented strategic prospecting initiatives to identify and reach target markets that enabled my office to achieve profitability and exceed sales expectations. Additionally, I received the Ted Jones Prospecting Award. The award is won by fewer than five percent of Financial Advisors. The award signifies the Financial Advisor's rapid business… Show more I create customized investment plans aligned with client's objectives and provide ongoing portfolio management. Additionally, I developed and implemented strategic prospecting initiatives to identify and reach target markets that enabled my office to achieve profitability and exceed sales expectations. Additionally, I received the Ted Jones Prospecting Award. The award is won by fewer than five percent of Financial Advisors. The award signifies the Financial Advisor's rapid business start-up, dedication to his or her work, and success in bringing in new business. Show less
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US Army
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United States
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Law Enforcement
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1 - 100 Employee
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Administrative Specialist -Army Reserves - Administrative Management
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Jul 1997 - Jan 2004
I managed the daily administrative operations for a unit of 200+ personnel, including benefits enrollment, and personnel records maintenance. I also had the honor of being nominated by my leadership for Federal Government Employee of the Year.
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Administrative Specialist- Active Duty- Administrative Support
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Feb 1993 - Jul 1997
I assisted in the coordination and execution of training programs for a unit of 300+ soldiers, ensuring their readiness for deployment. I received the Army Achievement Medal twice for exceptional administrative support during major training exercises.
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Education
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2008 - 2010
Oglethorpe University
Certficate, Professional Financial Planning -
1999 - 2001
Pfeiffer University
Bachelor of Arts - BA, Liberal Arts and Sciences/Liberal Studies
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