Brianna Fellner
About Brianna Fellner
Brianna Fellner is a Senior Manager at Charles Schwab and a Relationship Manager at TD Ameritrade. She has a background in business administration and management, with previous roles at Cetera Advisor Networks LLC and American Alliance Corporation.
Current Role at Charles Schwab
Brianna Fellner serves as a Senior Manager at Charles Schwab. She has been with the company since 2023, working from San Diego, California. In her role, she focuses on relationship management, utilizing her expertise to foster and maintain client relationships. Her position demands a comprehensive understanding of financial services and client management strategies.
Experience at TD Ameritrade
At TD Ameritrade, Brianna Fellner has been a Relationship Manager since 2017, based in Sorrento Valley. Her responsibilities revolve around managing client relationships, ensuring client satisfaction, and providing solutions tailored to individual needs. Her extensive experience in the financial sector aids her in effectively managing and nurturing client portfolios.
Previous Employment at Cetera Advisor Networks LLC
In 2016, Brianna Fellner worked as an Office Coordinator at Cetera Advisor Networks LLC in the Chico, California area. Her tenure lasted for seven months. During this period, she was responsible for overseeing office operations, coordinating administrative tasks, and supporting the network of advisors with organizational efficiency.
Role at American Alliance Corporation
Brianna Fellner's professional journey includes a role as an Administrative Assistant at American Alliance Corporation. She worked there for one year from 2014 to 2015, based in Murrieta, CA. Her duties involved administrative support, office management, and assisting with the company's operational needs.
Education and Academic Background
Brianna Fellner achieved her Bachelor’s Degree from California State University, Chico, where she studied from 2012 to 2016. Her fields of study included Business Administration and Management, as well as Child Development. This diverse academic background has equipped her with a broad skill set, blending business acumen with insights into developmental processes.