Brielle has nearly a decade of experience in the financial services industry. Over the years, she has worked as a resource to high- and ultra-high-net-worth individuals in a variety of positions with wealth management firms and family offices. She continues on this path as the Director of Client Services at Vizionary.
Having held Series 6, 7 and 63 licenses, Brielle is now working to attain Series 65 accreditation. Her impressive background and training uniquely qualify her to service Vizionary’s clientele. Day in and day out, Brielle works to ensure that the Vizionary Client Experience is achieved. The main part of Brielle’s work involves communication with our existing and prospective clients, by scheduling client meetings, managing our My VizionPLAN Client Portal, updating and distributing client reports, and maintaining Vizionary’s CRM, among many other things.
When not hard at work on behalf of Vizionary clients, Brielle enjoys spending time with her husband, close friends, and family. She especially enjoys chats over coffee, a good read, and being outdoors.