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Candidate's Name
Street Address  Whitespire Rd #12Schofield, WI Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEFinancial Planner Wealth ManagementAmbitious and goal driven professional with a bachelors degree in criminal justice and minor in accounting. Over 17 years of wealth management and estate planning for families that included 250 million in client assets. Strived and achieved a proven history of developing and nurturing strong relationships with a diverse group of clients. Effective communicator who quickly builds trust and confidence with clientele and other business partners. Aggressive in identifying and resolving inefficient processes and excelling in fast paced environments with little supervision.Areas of Expertise*Client retention and relations *Securities transactions & Sales*Leadership *Investment management*Risk assessment *Data management*Portfolio management *Customer service*Financial analysis *Process improvement*Reporting and documentationEducation & CertificationNorthern Michigan University 1994-1998Bachelor of ScienceCriminal Justice Major & Accounting MinorFootball ScholarshipFINRA series 7 and 65 10/2001Relevant Work ExperienceWausau Insurance companies 1998-2001Supervisor data entry, provider add, business solutionsManaged units that were critical to paying employee health care claimsWorked on a daily basis to improve the volume and backlog of health care claimsRobert W. Baird & Co 2001-2017Vice President Financial Advisor  licensed financial advisor broker series 7 & 6517 years sales experience - acquired, fostered and maintained client relationshipsManaged 250 million assets 2 million annual productionProficient in Thompson One, Excel, Word, Access, Bond Desk, CRMFamily First Life 2021-PresentOwner  PresidentInsurance salesExtra ActivitiesNewman Girls Basketball  High School Coach 1998-2016Assistant Head Coach  Defensive Coordinator3 state championships2 runner-up state championships12 state appearances12 conference championships