Brianna Houck

* Responsible for leading 5-10 people on the merchandise team * Merchandised the Ready to Wear and Handbag departments. Assisted in all other departments as needed. * Reviewed monthly and weekly sales reports, and discussed strategies to meet sales goals at weekly leadership meetings. * Developed close relationships with brand vendors to work on product placement, signing, and price changes. * Provided excellent customer service, with wide product knowledge.

* Responsible for following a filing system and organizing records, such as letters, legal documents, case files, correspondence, invoices and memoranda. * Locate and retrieve requested files, as well as prepare legal document indices, file folders and labels. * Responsible for keeping files up to date. * Perform other clerical duties, such as handling mail, faxing, using the copy machine, maintaining a calendar, and managing office equipment.

* Member of the portfolio monitoring program. * Reviews clients monthly holdings and transactions, and uploads them to the firms investor database. * Balancing monthly data using Excel (Pivot Tables, vlookup etc.) to ensure accuracy. * Regularly emails/calls bank custodians to inquire about missing accounts or missing data. * Pulling specific clients current holdings and transactions upon request.