Experience

Annex Wealth Management

• United States
• Investment Management
• 100 - 200 Employee

• Lead Client Service Manager

  • Oct 2020 - Present

• Client Service Manager

  • Mar 2019 - Sep 2020

  -Served as one of the primary points of contact for client service related requests-Managed account inquiry; financial planning and maintenance requests; prepared and scheduled client reviews; maintained client records; and managed outgoing client communications-Coordinated the administrative processes for our tax department during the '17,'18,'19 tax seasons

• Client Service Associate

  • Dec 2017 - Feb 2019

  -Prepared portfolio analysis reports for all prospective clients using Riskalyze, Morningstar, and eMoney-Assisted Client Service Managers with daily inquiries including account paperwork, scheduling, and client communications



ALDI USA

• United States
• Retail
• 700 & Above Employee

• District Manager Intern

  • May 2017 - Jul 2017

  -Researched, compiled data, and presented plan to increase sales through superior service and conditions -Coordinated hiring events and screened potential candidates in the job application process -Worked with district and store managers to understand overall store operations -Researched, compiled data, and presented plan to increase sales through superior service and conditions -Coordinated hiring events and screened potential candidates in the job application process -Worked with district and store managers to understand overall store operations



UW-Oshkosh Society for Human Resource Management Student Chapter

• Oshkosh, Wisconsin

• Networking Director

  • May 2016 - May 2017

  -Arranged guest speakers for the student chapter meetings and served as a point of contact for all communications -Coordinated visits and tours with area businesses -Maintained positive relations with area business people through a networking role -Arranged guest speakers for the student chapter meetings and served as a point of contact for all communications -Coordinated visits and tours with area businesses -Maintained positive relations with area business people through a networking role



Associated Bank

• United States
• Financial Services
• 700 & Above Employee

• Residential Lending Intern

  • May 2016 - Aug 2016

  -Researched social media marketing for loan officers to create and distribute an instructional deck -Developed and conducted process for builder information searches -Participated in specialized development sessions and volunteer opportunities -Researched social media marketing for loan officers to create and distribute an instructional deck -Developed and conducted process for builder information searches -Participated in specialized development sessions and volunteer opportunities



UW-Oshkosh Center for Academic Resources Tutor

• Oshkosh, WI

• Tutor

  • Sep 2015 - Oct 2015

  -Trained 7 students in Macroeconomics and Finite Math for Business course material -Professionally addressed and worked through conflicts -Explained, listened, and questioned effectively with client -Trained 7 students in Macroeconomics and Finite Math for Business course material -Professionally addressed and worked through conflicts -Explained, listened, and questioned effectively with client