The latest from Brittany Rollek

Mar 8, 2022 - by Brittany Rollek, ALM First Financial Advisors

3 tips to enhance talent management & boost margins

Offering competitive employee benefits is essential to attracting and retaining a great team. Now more than ever, it’s vital for credit unions to extract the maximum value possible from ...

Brittany Rollek

Managing Director, Client Experience
ALM First Financial Advisors

Web: https://www.almfirst.com

Brittany Rollek joined ALM First Financial Advisors in 2013. In her current role as Managing Director of Client Experience, Brittany identifies client needs, utilizes a first-hand understanding of depository challenges, seeks ways to proactively solve problems, and creates consistency throughout the client experience.

Initially serving as an analyst, Brittany began managing ALM First’s modeling team/analyst group before tackling dual roles as Director, Advisory Services and Product Manager for the firm’s Employee Benefits Pre-Funding Plan & Charitable Donation Account solutions. As Managing Director, Brittany is using her unique expertise and direct experience developing holistic partnership with clients to inform ALM First’s marketing efforts and enhance the client experience.

From optimizing communications to enhancing ongoing support resources, Brittany's skills and knowledge are driving the firm’s marketing and client relations teams forward in a new way. She also remains the product owner of ALM First’s non-traditional investment solutions.

Brittany holds a bachelor’s degree in economics from Davidson College in North Carolina.

The latest from Brittany Rollek

3 tips to enhance talent management & boost margins

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