Brandi Spence
Senior Client Service Associate at Ip Private Wealth
Based in Canada
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Seniority
Staff
Department
Customer/Client Service
Location
Canada
Industry
Financial Services
Company size
9
Contact information
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b•••••••@ipprivatewealth.com
Phone
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Background
About Brandi Spence
Brandi is an Executive Assistant at IP Private Wealth Family Office, providing support to a Senior Wealth Advisor. Brandi has 14 years of experience delivering high-quality financial services in both large and small organizations. Among her many mandates in the family office, Brandi is a go-to resource for organization, editing, and highly detailed projects. Her noteworthy expertise and extensive knowledge have elevated her quickly within her 4 years at the firm. Her passion for her work and commitment to success makes her a favourite among clients and team members. Brandi has a proven track-record of strong performance and skillfully manages administrative duties and exemplary client relations. She is eager to continue to learn and and links shared via social media are being forwarded for general information purposes only. The IP Private Wealth Group has not independently confirmed the accuracy and completeness of these materials. Any opinions expressed herein may not reflect the views of the IP Wealth Group.
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