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Click here or scroll down to respond to this candidateCandidate's Name
Green Bay, WI Street Address
EMAIL AVAILABLEPHONE NUMBER AVAILABLEProven sales professional with experience in the financial and insurance industry. Tasked with business development, revenue generation, product development and growth. Leadership experience across the industry. Work well in a team setting or as an individual producer. Authorized to work in the US for any employerWork ExperiencePrivate Wealth AdvisorAnnex Wealth Management-Appleton, WIMarch 2023 to January 2024Assist clients with financial planning to determine any gaps and needs. Comprehensive planning that included trust needs (revocable, irrevocable etc), insurance needs, cash planning, and investment planning.Insurance AgentFamily Insurance Center-Green Bay, WIJanuary 2021 to April 2023Met with clients on their site to assess their insurance needs. Property and Casualty, Life and Health. Both Commercial and Residential.Director and SVP Private Banking Community Markets ASSOCIATED BANK-Green Bay, WIJune 2013 to March 2020Worked closely with the personal trust team in reviewing trust documents to ensure client needs and expectations matched. There were many times clients wishes were not being reflected in documentation. We referred to attorneys to make appropriate changes to avoid estate settlement issues. Assisted in the settlement of estates. Many times there were conflicts between beneficiaries that required attention, negotiation, and patience. This was quite common when there were first, second, or even third marriages involved.Oversaw private banking team in 9 community markets within corporate footprint. Tasked to lead team with recruitment, expansion strategy, employee development, product and process creation, revenue creation, and new household acquisition. Increased assets from $21M - $77M and liabilities from $68M - $163M, by leading and motivating sales team. Managed fee-based business, resulting in growing average monthly net income by 400%. Created program offerings specific to high net-worth space, providing products and procedures increasing client base and making competitive in markets. Headed credit component of private banking team, handling approvals, exception requests and created structure of professional practice lending, mortgage lending, commercial lending and consumer lending. Mitigated risk for potential default to company, utilizing credit procedures and processes. Vice President Private Banking Officer - Private Client and Institutional ServicesASSOCIATED BANK-Green Bay, WI2003 to 2013Worked with high net-worth customers ($1M+) to ensure aspects of client relationship were addressed. Led team and created positive client experience and lifelong clients. Managed trust accounts, revocable, irrevocable and special needs trust. Completed minimum of 5 financial plans per month, exceeding goal of 4 per quarter. Referred $100K+ fee revenue annually to partners, surpassing annual goal of $30K, without referrals new business would not have been obtained. Processed insurance needs, deposit accounts, consumer loans, mortgage loans, resulting in $10M -$25M volume annually. Worked with IT and removed manual process', replacing with automatic for client migration and mobile banking. Created professional practice credit policy that increased competition with other smaller community banks, gaining customer base while still mitigating risk. Brought in $2M revenue personally for NIAT book of business, managing approximately 300 households. EducationMBA in Financial PlanningSchiller International University - Madrid, Madrid provincia August 2008 to August 2011Bachelor of Science in ChemistrySt. Norbert College - De Pere, WIAugust 1997 to May 2001Skills Internet and Scientific programs such as: Statistical Package for Social Sciences (SPSS) useful when analyzing survey results, Money Guide Pro Financial Planning software, Cognos Finance Budgeting software Microsoft Access Excel PowerPoint Word Personal Communication Programs Business Analysis Customer service Relationship management Direct sales Cold calling Insurance sales Wealth management Territory management Lead generation Sales Business development Account management Construction Construction estimating Blueprint reading Cost control Product Development SQLLinkshttp://LINKEDIN LINK AVAILABLECertifications and LicensesRegistered Financial ConsultantJune 2013 to PresentRegistered Financial Consultant (RFC). Received through Kaplan Financial. International organization of individuals providing financial advising on a cumulative basis. Kaplan School of Financial PlanningJune 2009 to PresentEducated on five separate areas of the financial area. Including; trust and estate planning, investments, insurance, and basic planning. |
