Bret Klabunde
Registered Representative at inSOURCE Financial Advisors- Claim this Profile
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Bio
Experience
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inSOURCE Financial Advisors
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United States
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Financial Services
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1 - 100 Employee
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Registered Representative
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Jul 2020 - Present
Omaha, Nebraska, United States
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Registered Assistant
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May 2019 - Jul 2020
Greater Omaha Area • Processed client orders of stocks, bonds, and mutual funds in both the primary and secondary markets. • Processed new account applications for IRAs, brokerage accounts, life insurance policies, and annuities in addition to providing customer service to existing clients. • Created comprehensive financial plans for clients through tax, estate, life insurance, and retirement analysis.
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VP of Finance
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Nov 2017 - Nov 2019
Lincoln, Nebraska Area • Collaborated, structured, and proposed newly accepted annual membership dues • Served as driving force to cut past due receivables by 65% • Responsible for managing house programming budget of $95,000 through effective planning and controlling
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Abe's Portables
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United States
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Regional Distribution Manager
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May 2017 - Jun 2019
Omaha, NE • Demonstrated work ethic and ability to work independently by planning personal schedule to deliver and service portable restrooms effectively with no supervision • Managed 12+ new client relationships each week through effectively communicating customer needs and schedules to supervisor, ensuring needs were met
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Yeutter Institute
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United States
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International Trade and Development
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1 - 100 Employee
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Intern
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Dec 2018 - May 2019
Lincoln, Nebraska • Research current events and economic figures regarding international economics to be used in faculty speeches • Develop student and community outreach plans to bring awareness to Institute events and class offerings
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Student Support Services
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Netherlands
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1 - 100 Employee
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Finance and Economics Tutor
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Sep 2018 - May 2019
Lincoln, Nebraska Area • Educate students with disabilities, low income students, and first-generation college students by analyzing the student’s learning style and conveying concepts accordingly • Schedule tutor appointments with students to effectively prepare them for upcoming tests and classwork
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Runner
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Nov 2017 - May 2018
Lincoln, Nebraska Area • Delivered legal documents to and from local businesses and government offices in order to obtain signatures, building permits, and business licenses • Directed calls, took messages from clients, and organized meetings for both lawyers at the firm • Handled client payments by posting and preparing for deposit
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Education
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University of Nebraska-Lincoln
Bachelor's degree, Finance and Economics