Brianne Perna Associate, Skyline Wealth Management Inc.
As Associate, Skyline Wealth Management Inc., Brianne acts as a point of contact for inquiries to Skyline Wealth Management while delivering exceptional and consistent customer service to investors. She also supports Advisors in managing investor relations to ensure their financial needs are met.
Brianne joined Skyline Wealth Management in January 2021 with two years of experience in the financial industry and five years of experience supporting executive management at various firms.
Brianne is committed to providing the best customer experience to Skyline Wealth Management’s investors and strives to go above and beyond to do so. She is always available to answer their questions, address their concerns, and celebrate their successes. Her goal is for her team at Skyline Wealth Management to be successful and for her clients to achieve their financial goals.
Brianne has completed a technical writing course and an Exempt Market Proficiency Course (EMP).