Brianna Kaffeseder
Business Operations & Client Service Associate, Cornerstone Wealth Advisory, LLC
Brianna graduated with Honors from Loyola University of Maryland, with a Bachelor of Business Administration in Finance, Information Systems & Data Analytics, Summa Cum Laude. She has extensive experience in analytics, preparing revenue forecasts, enhancing the accuracy of financial projections, developing websites for real time tracking of key metrics which have been adopted by top teams at Dow Jones.
Brianna has conducted investment research, asset allocation analysis, tax reporting processes, due diligence, and performance reporting for well-respected firms. She has served as a team lead at the CFA Institute Research challenge, achieving 1st place in local competitions and advancing to semi-regional competition.
Brianna lives in New York and loves to travel, try different workout classes, and watch reality TV.