Shelby Thomas
Office Manager at Bergenn Financial Group
Based in West Hartford, United States
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Seniority
Manager
Department
Operations
Location
West Hartford
Industry
Financial Services
Company size
2
Contact information
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s•••••••@bergenn.com
Phone
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Background
About Shelby Thomas
Client-focused and operations-driven, I serve as the Office Manager at Bergenn Financial Group, where I ensure every detail, from client onboarding to event planning, is executed with precision and care. With a background in administrative support and a strong grasp of financial service operations, I manage client correspondence, coordinate meetings, oversee account processes, and help maintain a seamless client experience. I’m passionate about creating operational efficiency, building systems in efficiency, and delivering thoughtful, white-glove service. Whether I’m managing CRM systems, ordering team swag, or helping implement new business practices, I bring care, consistency, and a solutions-first mindset to everything I do.
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