Client Login Let's Talk

Brenda Haas

Client Operations Associate

“I am always on the lookout for creative and innovative ways to serve our clients better and make our team members’ jobs easier. If there’s interest in a new third-party application or technological tool, I’m usually the first to give it a try and learn how it works! I love making processes more efficient and more powerful.”

Brenda’s Story

Brenda helps ensure that client account data is updated in a timely and precise manner. She performs checks and balances on several processes and provides an additional layer of review, when needed. Brenda has considerable experience developing internal processes and procedures, particularly in researching and implementing new technological solutions. Her knowledge of investments, combined with her talent for data visualization, give her a unique ability to present quantitative information so that it is more compelling and easier to grasp.

Brenda is a volunteer with the Stray Animal Adoption Program (SAAP), a local dog rescue and foster organization. Her hobbies include photography, visual art, and writing. She also enjoys supporting the local art and comedy scenes.


Specialties: business operations, client service, data visualization, Excel and other quantitative software tools

Education

Ivy Tech Community College, Associates Degree, Business Administration

Designations

Series 7
Series 66
Excel certification

Community Involvement (1)

  • Stray Animal Adoption Program (SAAP)

Interested in working with
our team?

Schedule a meeting