Experience

• 

  Robertson Ryan & Associates

  • Downtown Milwaukee

  • Vice President

    • Jan 2016 - Jan 2023
    • Downtown Milwaukee

    Insurance Sales and Service for Personal Insurance needs and Small businesses. I am committed to provide excellent service to my existing clients and new clients.

• 

  Veitenhaus Insurance Services

  • Milwaukee, WI

  • President/Owner

    • May 1985 - Dec 2015
    • Milwaukee, WI

    Started at Veitenhaus Ins. Agency as Accountant and Office Manager. Converted agency from Paper to Computer system back in the 1980's. I kept my P&C Insurance license and also serviced Personal lines accounts. Became owner and partner of agency in 2003, when Agency name was changed to Veitenhaus Insurance Services. I serviced and brought in new Personal Lines accounts from 2003 to 2015. Our agency merged with Robertson Ryan and Associates on January 1, 2016.

• 

  WDA Insurance Programs

  • Milwaukee, WI.

  • Accounts Payable/Receivable Manager

    • Jan 1983 - May 1985
    • Milwaukee, WI.

    Billed Health accounts and managed receivables for those accounts. Entered daily cash in IBM computer system, reconciled company statements, balanced payables and receivables to the general ledger.

• 

  Butters-Fetting Co., Inc.

  • Milwaukee, WI.

  • Accounts Payable/Billing Clerk

    • Jan 1980 - Dec 1982
    • Milwaukee, WI.

    In charge of accounts payable for Steamfitting Department, costing out completed Steamfitting jobs for Six estimators and billing jobs when completed. Also, provided clerical duties for estimators.

• 

  Lake Agency, Inc.

  • Brookfield, WI

  • Bookkeeper/Insurance Agent

    • Jan 1976 - Dec 1979
    • Brookfield, WI

    Responsible for all bookkeeping duties and converted agency from Paper to Wang computer system in 1978, Redshaw software system. Attained P&C Insurance license in 1979 and serviced Personal Lines accounts for Agency.

• 

  Mutual Federal Savings and Loan

  • Milwaukee, WI.

  • Accounting Clerk

    • Jan 1974 - Dec 1976
    • Milwaukee, WI.

    Reconciled the bank's checking accounts by hand and processed stop payment orders for all of the branches. Mutual Savings then opened a new insurance agency January of 1976 and I was hired to work at that agency, Lake Agency.