Brenda joined OMC Financial Services in January 2007, as our Client & Business Development Manager. Brenda works closely with prospective and current clients, offering them additional support and assistance with their financial portfolio. Brenda serves as the primary contact between Charles Schwab and OMC. Her responsibilities include new client implementation, preparation and management of client reports and day to day client activity received from Schwab. In addition, she coordinates all activity between AllBackoffice Consulting & ByAllAccounts, Inc. Brenda provides support to the IT Technical Coordinator to keep all programs & systems updated. In addition, she works directly with the Chief Compliance Officer as well as provides assistance with special projects, marketing and public relations.
If there is one constant in my career it is that customer service can never be overrated. At OMC, we strive to achieve customer satisfaction.
Before coming to OMC, Brenda worked for many years at Excellus Blue Cross Blue Shield. In her role as Director of Marketing, she was responsible for sales & retention for the National Market. After leaving in the late ‘90s, she worked as a recruiter and trainer for a prominent life insurance company. She came to OMC with a strong background in management, public relations and customer service.