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Click here or scroll down to respond to this candidateCandidate's Name
Innovative and seasoned financial advisor with decades of high-level management andcustomer service experience. Applied private sector knowledge to management positions in Wisconsin based non-profits, helping various organizations attain financial sustainability. In collaboration with local government, addressed urban blight and re- developed underserved communities.ExperienceExit Elite Realty, Appleton, WI Associate Broker Realtor April 2019 PresentSell residential and commercial properties in WisconsinProspect new clients by participating in local events, cold calls and pr/marketingOrganize current database and cultivate referrals from happy clientsTrain and coach new realtors in the agencyFinishmaster Appleton, WI Branch ManagerJanuary 2022 April 2022Supervised team of 8 warehouse, customer service and driving staffSupported 3 outside sales representativesResponsible for maintaining fleet of delivery vehiclesEnsured on time customer and special ordersRan the retail and wholesale operations for entire branchKey staff for safety and onsite HR matters; osha, hiring, maintaining files Paper Transport LLC. DePere, WI Sales ExecutiveApril 2021 January 2022Helped establish a new division in logistics offering full truckload freight for customers as well as new customersDeveloped a database of prospects, cold callingManaged freight from order to deliveryResponsible for bringing one of the largest clients since development of logistics teamJ.J. Keller & Associates Inc. Neenah, WI Account Representative National Fleet SalesJuly 2018 April 2021 Ensures clients compliance with DOT regulations Increase sales with new and existing clients, meeting monthly goals and achieving a Rock Solid status of Achievement, exceeding projected sales by 184% and 151% Leads client & territory development, expanding business through conventional outreach in Oklahoma, Missouri, Arkansas, and Louisiana 124 West Marquette St.Appleton, WI 54911PHONE NUMBER AVAILABLEEMAIL AVAILABLESKILLSProject ManagementBusiness FinancialReportingClient ServicesPortfolioManagementFinancial ForecastingCollaborationFundraising andBudgeting - BalanceSheet ManagementProficient with:Microsoft Suite(Word, Excel, Office,etc.)Concierge Wealth Management, LLC. Appleton, WI Private Wealth Advisor, CEOApril 2016 - April 2018 Researched and presented unbiased, non-proprietary financial solutions Continued evolution of client services from Candidate's Name Investments Met with clients individually to manage client portfolios, watching financial markets and making trades, in consultation, on their behalf Candidate's Name Investments, LLC. Appleton, WI Private Wealth Advisor, CEOJuly 2010 - April 2016 Founded firm managing 50 million dollars serving 500 clients, growing revenue to 1 million. Transferred client base of 30 year business into new firm, seamlessly transitioning management Managed budget, billing, and facilities.Stifel, Nicolaus Inc. Wisconsin Senior VP of Investments, Branch Manager of Oshkosh, Stevens Point, and Appleton.September 1998 - July 2010 Created and managed three successful branch offices, recruiting and maintaining client relationships Received Branch Manager and Recruiting Manager of the year for re- modeling failing branch Ranked #10 in personal sales production out of 3500 representatives EDUCATIONLakeland University, Sheboygan, WI BA: Marketing & Business Administration; Minor: Economics September 1998 - May 2007Wharton School of Business, Philadelphia PA SIFMA Institute of Finance (1 of 3 year certification)September 2009 - UnfinishedCERTIFICATIONS +AWARDSWisconsin Real EstateBrokers LicenseRealtorSeries 7, 8, 63, 65(expired)Wisconsin InsuranceLicense (expired)New London,Wisconsin AldermanGener8tor Upskilling |
