Stephanie Brooks
Client Relations Lead Operations Support Specialist at Bml Wealth Management
Based in Orange County, United States
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Seniority
Manager
Department
Customer/Client Service
Location
Orange County
Industry
Financial Services
Company size
12
Contact information
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s•••••••@bmlwealth.net
Phone
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Background
About Stephanie Brooks
Experienced professional in the financial industry with a focus in retirement planning. Holds a California Health and Life License and is adept at completing and selling annuities and life insurance. Possesses a strong understanding of RIA responsibilities, including opening and overseeing qualified and non-qualified brokerage accounts. Has a background in finance, health care, and hospital services, yielding valuable skills such as Analytic reasoning, Applied Behavior Analysis, Critical Thinking, and Communication. Holds a Bachelor of Science in Health Sciences from California State University, Long Beach, and is dedicated to helping clients achieve their retirement goals and ensuring their financial and overall well-being.
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