Breann Hansen
Client Account Specialist at TD Ameritrade | Gretna, Nebraska, United States
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Breann Hansen currently serves as a Client Account Specialist at TD Ameritrade, where she leverages her extensive background in data management and client service to support the firm’s core operations. In her role, Breann is responsible for managing a diverse portfolio of client accounts, ensuring accuracy and compliance in account maintenance, and facilitating seamless onboarding processes for new clients. Her expertise in data entry, combined with her proficiency in Microsoft Excel and Word, allows her to efficiently analyze and organize complex client information, contributing to the firm’s commitment to delivering exceptional customer service.
Breann’s experience in the estate and divorce departments has provided her with a nuanced understanding of sensitive financial transactions and legal documentation, which she applies daily to ensure meticulous account adjustments and updates. Her skills in data analysis and attention to detail are crucial in maintaining the integrity of client records and supporting regulatory compliance. Additionally, her background in retail and sales has honed her ability to communicate effectively with clients, addressing their inquiries with professionalism and empathy.
Her role also involves collaborating with cross-functional teams to streamline account maintenance workflows and improve operational efficiency. Breann’s recognition awards highlight her dedication to excellence and her proactive approach to problem-solving. With her comprehensive skill set and industry-specific knowledge, Breann Hansen continues to be a valuable asset to TD Ameritrade, driving client satisfaction and operational success through her expertise in data management, customer service, and account operations.
Client Account Specialist at TD Ameritrade in August 2021 to Present
Relationship Specialist at Charles Schwab in November 2023 to Present
Finance Investment at TD Ameritrade in March 2021 to July 2021
Media Biller at Interpublic Group (IPG) in January 2021 to March 2021
Finance Specialist at TD Ameritrade in October 2020 to December 2020
Data Specialist at Proxibid in November 2016 to September 2019
Data Entry at Werner Enterprises in October 2016 to October 2016
Customer Service Representative at Hayneedle.com in October 2015 to May 2016
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Southeast Community College-Milford, October 2026
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Customer Service
Sales
Microsoft Excel
Data Entry
Cashiering
Grocery
Retail
Microsoft Word
Microsoft PowerPoint
Recognition Awards
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Discover more about TD AmeritradeWhat is Breann Hansen email address?
Email Breann Hansen at [email protected] and [email protected]. This email is the most updated Breann Hansen's email found in 2026.
What is Breann Hansen phone number?
Breann Hansen phone number is 4026099814.
How to contact Breann Hansen?
To contact Breann Hansen send an email to [email protected] or [email protected]. If you want to call Breann Hansen try calling on 4026099814. (updated on February 11, 2025)
What company does Breann Hansen work for?
Breann Hansen works for TD Ameritrade
What is Breann Hansen's role at TD Ameritrade?
Breann Hansen is Client Account Specialist
What industry does Breann Hansen work in?
Breann Hansen works in the Internet industry.
Breann Hansen Email Addresses
Breann Hansen Phone Numbers
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