Jody Brown
Arlington
Summary
Client-focused financial services professional with Series 7 and Series 63 licensure. Offers strong client support, relationship management, financial coaching expertise, and the ability to guide customers through complex service and investment inquiries. Adept at processing transactions, resolving escalated issues, and delivering exceptional customer experiences in fast-paced environments.
Overview
11
11
years of professional experience
Work History
Executive Director – Public Health Division
U.S. Army
01.2022 - 01.2024
- Led a division of 800 personnel with an $8M operating budget.
- Enhanced financial readiness by delivering personalized coaching on budgeting, retirement planning, and credit management while supporting complex client needs across 26 states.
- Resolved high-visibility client concerns with professionalism and clarity.
- Delivered financial education programs improving personal financial decision-making.
- Maintained strong communication and relationship management across 22 installations.
Deputy Director of Inpatient Services
Brooke Army Medical Center
01.2020 - 01.2022
- Supervised operations for a 481-bed trauma center, supporting thousands of clients and staff members with clear communication, service excellence, and rapid problem resolution.
- Delivered timely solutions under pressure in a fast-paced, client-facing environment.
- Received the DAISY Nurse Leader Award for excellence in leadership and service.
Director of Health Services
Aberdeen Proving Ground
01.2017 - 01.2019
- Oversaw operations for 8.5K clients, ensuring exceptional customer service, streamlined workflows, and operational efficiency.
- Improved service quality and performance metrics through targeted process improvements.
- Coordinated complex problem resolution across departments and stakeholders.
Medical Director
Warrior Ohana Medical Home
01.2013 - 01.2016
- Led client-focused service delivery for a 6.8K patient population, ensuring personalized support and high-quality care.
- Delivered personalized guidance and high-touch client support.
- Managed a 35-person team ensuring consistent, top-tier service delivery.
Education
Master of Science (M.S.) - National Resource Strategy
National Defense University
Washington, DC06-2020
Doctor of Nursing Practice - Nursing Practice
Chatham University
Pittsburgh, PA05-2016
Master of Science (M.S.) - Family Nurse Practitioner
Uniformed Services University
Bethesda, MD05-2012
Bachelor of Science (B.S.) - Nursing
University of New Hampshire
Durham, NH05-1997
Skills
- Client support and service excellence
- Financial planning
- Investment strategies
- High-net-worth engagement
- Relationship management
- Problem resolution
- Time management
- Cross-functional collaboration
Websites
Licenses And Training
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law
- Holistic Financial Coaching
- Fundamentals of Finance
- Joint Medical Executive Skills
- Army Military Medical Executive Skills
- Senior Service College
- Introduction to Entrepreneurship
Financial Coaching Experience
- Delivered comprehensive financial coaching supporting individuals with budgeting, debt management, savings strategies, credit improvement, and retirement readiness.
- Helped clients interpret financial information, evaluate trade-offs, and make confident, informed decisions aligned with long-term objectives.
- Provided one-on-one and group coaching to improve financial literacy and readiness.
- Guided clients through interpreting financial documents and understanding investment fundamentals.
- Developed and presented educational sessions on budgeting, investing basics, and retirement planning.
- Supported clients in evaluating financial trade-offs using core investment principles.
Timeline
Executive Director – Public Health Division
U.S. Army
01.2022 - 01.2024
Deputy Director of Inpatient Services
Brooke Army Medical Center
01.2020 - 01.2022
Director of Health Services
Aberdeen Proving Ground
01.2017 - 01.2019
Medical Director
Warrior Ohana Medical Home
01.2013 - 01.2016
Master of Science (M.S.) - National Resource Strategy
National Defense University
Doctor of Nursing Practice - Nursing Practice
Chatham University
Master of Science (M.S.) - Family Nurse Practitioner
Uniformed Services University
Bachelor of Science (B.S.) - Nursing
University of New Hampshire