Bridget Isaacson Email & Phone Number
Client Service Manager @ High Note Wealth
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Bridget Isaacson Location
- Saint Paul, MN, US
Bridget Isaacson Work
- Client Service Manager @ (March 2026 - Present)
- Senior Client Service Specialist @ (May 2022 - Present)
- Client Service Associate @ QA Wealth Management (August 2021 - May 2022)
- Client Service Manager @ (January 2019 - July 2021)
- Client Service Specialist @ (August 2017 - January 2019)
- Retention Representative @ (October 2016 - August 2017)
- Items Processing Team Lead @ (December 2015 - October 2016)
- Retail Manager @ Jones Apparel Group (May 2006 - August 2015)
Bridget Isaacson Education
- University of Minnesota-Duluth
Paralegal Certificate (Paralegal)
- University of Minnesota-Duluth
Bachelor of Arts (B.A.) (Criminology & Sociology)
Bridget Isaacson Skills
- Establishing Priorities
- Process Implementation
- Leadership
- Wealth Management Services
- Client Relations
- Client Communication
- Relationship Development
- ClientSuccess
- Customer Experience Management
- Proactive Leadership
- Streamlining Operational Processes
- Multitasking
- Account Administration
- Skilled Multi-tasker
- Business Process Improvement
- Onboarding
- High Level Of Accuracy
- Financial Services
- Critical Thinking
- Customer Experience
- Operations Management
- Store Operations
- Inventory Control
- Customer Service
- Retail
- Visual Merchandising
- Merchandising
- Loss Prevention
- Store Management
- Inventory Management
- Microsoft Excel
- Retail Sales
- Management
- Fashion
- Apparel
Bridget Isaacson Summary
- Bridget Isaacson, based in Saint Paul, MN, US, is currently a Client Service Manager at High Note Wealth. Bridget Isaacson brings experience from previous roles at High Note Wealth, QA Wealth Management and Affiance Financial. Bridget Isaacson holds a Paralegal Certificate in Paralegal @ University of Minnesota-Duluth. With a robust skill set that includes Establishing Priorities, Process Implementation, Leadership, Wealth Management Services, Client Relations and more. Bridget Isaacson has 2 emails and 2 mobile phone numbers on RocketReach.
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