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Title strategic planning, market & financial analysis, budgeting, mana
Target Location US-MN-Saint Paul
Email Available with paid plan
Phone Available with paid plan
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Candidate's Name
Street Address  Summer AvenueMaplewood, MN Street Address
PHONE NUMBER AVAILABLEEMAIL AVAILABLEEDUCATIONUniversity of Minnesota, Curtis L. Carlson School of Management Minneapolis, Minnesota Bachelor of Science in Business: Finance; Bachelor of Arts: German Cumulative GPA: 3.6 PAST EXPERIENCED1 Training Saint Paul Saint Paul, MinnesotaOwner/Operator/General Manager 2019 - 2024D1 Training is a fast-growing, nationwide fitness franchise backed by pro athletes that helps children and adults of all ages and abilities meet their fitness goals through group workouts, personal, small group, team, off-site, and virtual training options.Opened and operated the franchises first location in Minnesota in downtown Saint Paul.Extensive experience with strategic planning, market & financial analysis, budgeting, management, HR, accounting, financial reporting, sales, marketing, customer support/retention, partnerships, social media, communications, special events, training, coaching, information technology, facility operations, and development & analysis of KPIs. Conventions, Sports & Leisure International (CSL) Minneapolis, Minnesota Senior Financial and Market Analyst  Consulting Project Manager 2001 - 2019Conducted more than 200 event facility and visitor industry feasibility, strategic planning, and operational studies throughout the world, assisting a variety of both public and private entities with their strategic investment in major capital expenditures. Developed strong communication and presentation skills, both written and verbal.Projects included arenas, stadiums, ballparks, recreational sports facilities and complexes, convention centers, performing arts centers, theaters, fairgrounds, hotels, arts and cultural centers, museums, shopping malls and other aspects of the entertainment, tourism, hospitality, and retail industries.Analysis of financial operations, return on investment, market demand, comparable/competitive markets and facilities, historical facility performance, industry characteristics and trends, local market conditions, sales and marketing practices, operational policies and procedures, demographic and socioeconomic characteristics, economic and fiscal (tax) impacts, pricing, building program, site/location, sustainability, and funding options. American Express Financial Advisors (Now Ameriprise) Minneapolis, Minnesota Mutual Funds, Bonds and Certificates Broker/Dealer 1999 - 2001Purchase and redeem mutual funds, bonds, annuities, insurance products, certificates, etc.Process transactions for advisors & clients online, via phone, and in writing, ensuring both compliance & accuracyTrack and report progress against KPIsResearch and resolve issues related to investment products, accounts, laws, and tax implications Citibank Sioux Falls, South DakotaCustomer Service Representative 1997 - 1998Assist card members with servicing needs and transactions, troubleshooting problems and driving resolutionsResearch and resolve customer questions, issues and complaintsOffer product or service recommendations to customers based on their needs and preferences Piper Jaffray, Inc. Sioux Falls, South DakotaFinancial Planning AssistantIntern 1996 - 1997Startegic analysis of client portfolios using research software and industry techniquesEvaluation of account performance and presentation of investment recommendations based on client goalsExtensive outreach to current and prospective clients highlighting advantages of effective money management OTHERUniversity of Minnesota Global Campus Study Abroad - University of Freiburg, Germany (1999)National Association of Securities Dealers (NASD) Series 6 and 63 licenses

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