Breanna Pepper

Investment Operations Specialist at Facet Wealth

Breanna Pepper is an Investment Operations Specialist at Facet Wealth. Breanna has previous experience as a Client Experience Team Lead at Alto and a Client Operations Specialist at Brentwood Financial Partners. Breanna is skilled in CRM systems, client relationship management, client service, and marketing efforts. Breanna is also experienced in handling finances, preparing reports and correspondence, and managing appointments.

Breanna Pepper has an Associate of Science from Columbia State Community College in Business Administration and Management, General. Breanna also has a Bachelor of Science from the University of Louisville in Organizational Leadership. In addition, they are certified by the National Academy of Sports Medicine (NASM) as a Certified Personal Fitness Trainer - Health Fitness Instructor (CPFT-) and as a Fitness Nutrition Specialist (FNS). Breanna is also certified by the State of Tennessee as a Notary Public.

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  • Investment Operations Specialist

    Current role

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