Service Specialist@ Bluestone Wealth Partners
Columbus, Ohio, United States
Brooke Hoolihan
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Ohio University
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FlashIntel GPTBrooke Hoolihan is a highly skilled professional with 9.1 years of experience in customer service, leadership, and public speaking. Based in the United States, she has a strong background in insurance and fixed annuities sales. Brooke is known for her ability to work independently and maintain critical thinking skills in unforeseen challenges. She has worked in various roles, including as a Service Specialist at Bluestone Wealth Partners and an Annuity Analyst at Nationwide Financial. Additionally, Brooke has experience as an English Second Language Teacher at New Oriental Education & Technology Group.
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About
Offers over 2 years of classroom and virtual facilitation experience in Annuities as a skills coach and subject matter expert. An adaptable leader with the ability to work independently and maintain critical thinking skills in the face of unforeseen challenges. Known for positive attitude, planning abilities, drive and self-motivation.
Work Experience
Service Specialist
Service Specialist
Financial Services
Brooke Hoolihan's Professional Milestones
- English Second Language Teacher (2014-09-01~2015-09-01): Inspired and guided students to develop a love for language and through engaging lessons that resonated with English audiences.
- Annuity Analyst (2016-01-01~2020-02-01): Conducting comprehensive analysis to identify potential financial implications and ensure compliance with regulatory guidelines.
Education
English Language And Literature/letters
2008-2013Skill
Customer Service
Microsoft Office
Leadership
Public Speaking
Microsoft Excel
Time Management
Insurance
Teamwork
Fixed Annuities
Variable Annuities
Annuity Sales
Facilitation
Organization Skills
Employee Training
Training Programme Design
Virtual Facilitation
Classroom Instruction
Cross Cultural Communication Skills
Certification
Colleagues
Andrew Hayek
LPL Financial Planner
Suzanne Sweeney
service specialist at bluestone wealth partners
Adam Weingartner, CFA®
lpl financial planner at bluestone wealth partners
Ric Martin
Financial Planner | Partner
Gabe Martin, CFP®
Partner, Bluestone Wealth Partners
Other Named Brooke Hoolihan
Frequently asked questions
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Brooke Hoolihan works for Bluestone Wealth Partners
Brooke Hoolihan's role in Bluestone Wealth Partners is Service Specialist
Brooke Hoolihan works in the industry of Financial Services
Brooke Hoolihan's colleagues are Andrew Hayek,Suzanne Sweeney,Adam Weingartner, CFA®
Brooke Hoolihan's latest job experience is Service Specialist at Bluestone Wealth Partners
Brooke Hoolihan's latest education in Ohio University
