Experience

WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public School Employees)

• United States
• Financial Services
• 1 - 100 Employee

• Vice President of Retirement and Investment Services

  • Jan 2021 - Present

  Madison, Wisconsin, United States

• Director of Retirement and Investment Services

  • Oct 2019 - Jan 2021

  Madison, Wisconsin

• Director Of Field Services

  • Dec 2018 - Oct 2019

  Madison, Wisconsin

• Field Services Manager

  • Feb 2007 - Dec 2018

  Madison, Wisconsin Area Manage field and sales operations. Hire, train and coach six to ten securities and insurance licensed producers. Deliver new business growth in 403(b), IRA and property & casualty insurance. Lead team to achieve customer service and Net Promoter Score goals. Enterprise-wide sales forecasting and marketing strategy. Developed a new performance bonus program for representatives. Led development of the financial literacy game Don't Be Jack, the national Excellence in Financial Literacy Education… Show more Manage field and sales operations. Hire, train and coach six to ten securities and insurance licensed producers. Deliver new business growth in 403(b), IRA and property & casualty insurance. Lead team to achieve customer service and Net Promoter Score goals. Enterprise-wide sales forecasting and marketing strategy. Developed a new performance bonus program for representatives. Led development of the financial literacy game Don't Be Jack, the national Excellence in Financial Literacy Education award winner in 2012. Present annually at the National Institute for Financial and Economic Literacy.

• Worksite Benefits Consultant

  • Mar 2006 - Feb 2007

  Madison, Wisconsin Area Consulted with Wisconsin public school district administrators to deliver on-site voluntary workplace financial services to employees. Relationship manager for approximately 100 school districts. Met one-on-one with participants to provide retirement planning guidance. Responsible for growth in participations of 403(b), IRA and property & casualty insurance programs. Developed and delivered group seminars with special emphasis on general investing principles, 403(b) and IRA plans, Wisconsin… Show more Consulted with Wisconsin public school district administrators to deliver on-site voluntary workplace financial services to employees. Relationship manager for approximately 100 school districts. Met one-on-one with participants to provide retirement planning guidance. Responsible for growth in participations of 403(b), IRA and property & casualty insurance programs. Developed and delivered group seminars with special emphasis on general investing principles, 403(b) and IRA plans, Wisconsin Retirement System and Social Security.

• Assistant Retirement Consultant

  • Jun 2002 - Mar 2006

  Madison, Wisconsin Area Licensed retirement and investment consultant for Wisconsin public school employees. Generated new 403(b) and IRA accounts and serviced existing customers. Developed a pilot retirement planning service for the organization. Created one of the organization's most successful marketing pieces.



State of Wisconsin

• United States
• Government Administration
• 700 & Above Employee

• Trust Funds Specialist/Financial Specialist

  • Oct 2001 - Jun 2002



Signature Financial Partners, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Representative

  • Mar 1998 - Apr 2001

  Marketed individual financial products including mutual funds, annuities, life insurance and long-term care insurance.