Customer Service Continuing Education
Resume:
Bren Breithaupt
**************@*****.***
Work Experience
Owner
Bren Michelle Inc.
December 2011 – December 2021 • San Diego, CA
Blog management, web-based business, business services
Financial Advisor/Investment Advisor Rep.
Equity Services Inc.
January 2001 - October 2019 • San Diego, CA
Financial planning, investment selection and management, customer service, compliance, continuing education
Registered Representative (stockbroker)
Pruco Securities
January 1998 - January 2001 • San Diego, CA
Client acquisition, needs analysis, investment recommendations, investment management, compliance, continuing education
Registered Representative (stockbroker)
Chatfield Dean & Co.
January 1997 - January 1998 • San Diego, CA
Client acquisition, needs analysis, investment recommendations, investment management, compliance, continuing education
Education
Grand Canyon University
MBA, Accounting and Finance
January 2010 - January 2012 • Phoenix, AZ
University of California, Santa Barbara
BA, Communication Studies
September 1974 - June 1978 • Santa Barbara, CA
Skills
Customer service/CRM
Microsoft Office
Shopify platform
Quickbooks
Traits
Communicator
I am able to effectively and respectfully communicate with superiors, colleagues, and staff.
Confident
I am self-assured in my skills and talents, and I"m willing to take on challenges and risks.
Creative
I have great ideas and am able to think outside of the box.
Accountable
I take responsibility for my actions and follow through on my promises.
Accurate
I am exact and make sure my work is mistake-free.
Volunteering
Friends of the University Heights Library
President
June 2024- Present • San Diego, CA
Event planning, financial oversight
Friends of the University Heights Library
Treasurer
June 2022 – June 2024 • San Diego, CA
Cash management and check writing Bookkeeping Budgeting Financial Reporting
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