Breanne Pfeffer
Senior Business Manager, Assistant Vice President at Merrill Lynch
Based in Allentown, United States
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Seniority
Vp
Department
Other
Location
Allentown
Industry
Financial Services
Company size
35K
Contact information
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b•••••••@ml.com
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Background
About Breanne Pfeffer
As the Business Manager of the Baumer Wealth Management Group, I focus on creating effective team processes that lead to elevated client experiences. With heavy emphasis on accuracy and detail, I work within our team to help ensure exceptional service and efficiency, with all internal and external transactions. Collaborating with colleagues and clients alike – I provide performance analyses, prepare proposals and documents, handle transactions, and offer education to clients, their families and employees. In addition, I handle our 401k client education, working directly with plan sponsors and investment committees to provide desired meetings and webinars to benefit their participants.
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