Joshua Klooz, CFP®, MBA
Wealth Advisor at Carson Wealth- Claim this Profile
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Bio
Experience
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Carson Wealth
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United States
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Financial Services
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100 - 200 Employee
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Wealth Advisor
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Apr 2021 - Present
1780 Hughes Landing | Suite 570 The Woodlands, Texas, 77380 Investment advisory services offered through CWM, LLC an SEC Registered Investment Advisor. Third party posts found on this profile do not reflect the views of CWM., LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.
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UBS
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Switzerland
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Financial Services
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700 & Above Employee
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Wealth Planning Associate
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Jul 2018 - Apr 2021
Houston, Texas
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Cintas
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United States
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Facilities Services
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700 & Above Employee
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Facility Service Operations Manager
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Oct 2016 - Jul 2018
Houston, Texas Area Responsible for $12 Million annual Income Statement. Charged with staffing, training and coaching a team of 22 service and sales professionals to meet and exceed growth and customer retention. Laterally influences sales team of 8 outside sales representatives to grow facility service operations at 7.72% or double revenue in ten years or less.
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Plant Manager
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Aug 2015 - Oct 2016
Lawrenceville, Georgia Managed production operations for $26 million in annual sales; largest stand alone operation of 16 Cintas locations in the Southeast Region ● Saved $10,000 by decreasing total production expense as a percent to sale despite standing up a third production shift ● Awarded 95% maintenance and reliability score: highest maintenance score in location history ● Awarded Hohenstein Certification for superior hygienic processes – One of first plants in the company to achieve this award ●… Show more Managed production operations for $26 million in annual sales; largest stand alone operation of 16 Cintas locations in the Southeast Region ● Saved $10,000 by decreasing total production expense as a percent to sale despite standing up a third production shift ● Awarded 95% maintenance and reliability score: highest maintenance score in location history ● Awarded Hohenstein Certification for superior hygienic processes – One of first plants in the company to achieve this award ● Decreased employee turnover by 10%
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Plant Manager
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Mar 2014 - Aug 2015
decatur, georgia Responsible for directing production operations for rental and image protection business. Led a team of 51 partners to support sales and service operations in excess of $20 million in annual sales ● Saved $160,000 in total production expense through operating efficiencies ● Decreased employee turnover by 10%; successfully hired and coached two partners to promotion as Sales Service Representatives ● Awarded a 95% maintenance and reliability Audit Score; highest out of 9 plants in… Show more Responsible for directing production operations for rental and image protection business. Led a team of 51 partners to support sales and service operations in excess of $20 million in annual sales ● Saved $160,000 in total production expense through operating efficiencies ● Decreased employee turnover by 10%; successfully hired and coached two partners to promotion as Sales Service Representatives ● Awarded a 95% maintenance and reliability Audit Score; highest out of 9 plants in the Southeast Region ● Selected as 1 of 4 leaders out of 44 in the Region to go before General Manager Certification Board. Certified to become a GM
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Service Manager
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Oct 2012 - Mar 2014
Huntsville, Alabama Area Charged with retaining and growing a diverse customer base by inspiring, training, directing and leading a 7 partner sales and service team ● Increased sales by over $100,000 by improving customer loyalty and retention by 3% ● 1/35 ranked Service Manager in the Southeast Region after 1st quarter of the fiscal year based off key performance indicators ● Promoted out of 35 other managers to lead production facility generating $20 million in annual revenue
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US Army
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United States
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Armed Forces
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700 & Above Employee
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AS4 / S4
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Jun 2011 - Oct 2012
Afghanistan + Tasked with planning the shipment of $40 Million of equipment to and from Afghanistan + Emphasis in contracting, supply and logistics
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Infantry Platoon Leader
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Jul 2008 - Jun 2011
FT Knox, Kentucky + Prepared a 30 man light infantry platoon for combat operations in Khost, Afghanistan + Planned and executed over 100 combat missions + Directly responsible for the maintenance and employment of $18 Million of equipment + Graduate of the U.S. Army Ranger School and the U.S. Army Airborne School + Graduate of the U.S. Army Officer Candidate School – Distinguished Military Graduate
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Education
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Georgia Institute of Technology
Master of Business Administration (MBA) -
Hillsdale College
Bachelor of Arts