Brittany Stamps
About Brittany Stamps
Brittany Stamps is a Client Service Associate at The Colony Group, where she has worked since 2021. She has a background in client service roles and holds a Master's degree in Business Administration from Belhaven University.
Work at Colony
Brittany Stamps has been serving as a Client Service Associate at The Colony Group since 2021. In this role, she is responsible for maintaining both electronic and physical records, ensuring that client information is accurate and up-to-date in the company's databases. She also supports the income tax return preparation process by managing data scanning and the distribution of returns to clients. Additionally, Brittany assists with the preparation and updating of financial schedules and analyses, which enhances the efficiency of client presentations and meeting agendas.
Previous Experience in Client Services
Before joining The Colony Group, Brittany Stamps held various positions in client service roles. She worked at TrueWealth, LLC as a Client Service Associate from 2019 to 2020 in Atlanta, Georgia. Prior to that, she was employed at Ameriprise Financial Services, Inc. in the same capacity for nine months from 2018 to 2019. Her experience in these roles has equipped her with skills in managing client interactions and supporting financial processes.
Education and Expertise
Brittany Stamps earned her Bachelor of Arts degree in English and Political Science from Jackson State University, where she studied from 2010 to 2016. She furthered her education by obtaining a Master's degree in Business Administration from Belhaven University, completing her studies from 2016 to 2018. This educational background provides her with a strong foundation in both communication and business principles, enhancing her effectiveness in client service roles.
Background
Brittany Stamps completed her high school education at Clinton High School, where she achieved her High School Diploma from 2007 to 2009. Following her high school education, she pursued higher education, which led to her current career in client services. Her early experiences and education have contributed to her professional development in the financial services industry.
Professional Skills
Brittany Stamps possesses a range of professional skills relevant to her role as a Client Service Associate. She interacts with spreadsheet-driven reports to provide valuable insights for the wealth management team and clients. Her ability to manage data and assist in financial analyses supports the overall efficiency of client services at The Colony Group.