Experience

Hanke & Co. Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Senior Financial Planner

  • May 2019 - Present

  San Francisco, CA Specialities: -Equity Compensation Taxation -Solo 401k, Defined Benefit Plan Design -Post-Mortem Trust Administration and Estate Planning -Ultra-High Net Worth Planned Giving -Accumulation strategies for H.E.N.R.Y.s, (High-earners, not rich yet) -Comprehensive Financial Planning

• Associate Financial Planner

  • Jun 2016 - May 2019

  San Francisco, CA Primarily responsible for implementation of Financial Planning recommendations. Client relationship management including scheduling annual reviews and spot check-ins. On-boarding of new clients. Preparation of meeting agendas. Data entry of client data points into comprehensive financial planning software - MoneyGuidePro. Solely responsible for migrating entire book of business (180 accounts) from LPL Financial to Charles Schwab's RIA platform in 2017. Designed portfolio accounting reports and… Show more Primarily responsible for implementation of Financial Planning recommendations. Client relationship management including scheduling annual reviews and spot check-ins. On-boarding of new clients. Preparation of meeting agendas. Data entry of client data points into comprehensive financial planning software - MoneyGuidePro. Solely responsible for migrating entire book of business (180 accounts) from LPL Financial to Charles Schwab's RIA platform in 2017. Designed portfolio accounting reports and delivery process with the use of Orion Advisor Services platform.

• Operations Manager

  • Nov 2014 - Jun 2016

  San Francisco, California Managed the operation of a boutique, registered investment advisory firm serving families in the Bay Area. Supported business development activities. Aided in designing operational processes in pursuit of delivering an excellent client service experience. Compiled investment portfolio research reports used to benchmark performance of asset allocation strategies. Ensured firm's consistent compliance to SEC and the State of California mandates. Acted as liaison between client and related… Show more Managed the operation of a boutique, registered investment advisory firm serving families in the Bay Area. Supported business development activities. Aided in designing operational processes in pursuit of delivering an excellent client service experience. Compiled investment portfolio research reports used to benchmark performance of asset allocation strategies. Ensured firm's consistent compliance to SEC and the State of California mandates. Acted as liaison between client and related professionals, i.e. Estate Planning Attorney, Certified Public Accountant, Tax Preparer, Insurance Broker, Bankers, Real Estate Broker, HR Manager, etc. Hanke & Co. Wealth Mgmt. LLC is a Registered Investment Advisory firm.



LPL Financial

• United States
• Financial Services
• 700 & Above Employee

• Independent Financial Advisor

  • Nov 2014 - Mar 2017

  San Francisco Bay Area CRD:6413



TEC Leadership Institute

• Germany
• Business Consulting and Services
• 1 - 100 Employee

• Digital Marketing Manager

  • Jan 2014 - Nov 2014

  Starnberg, Germany Spearheaded redesign of the company's online presence to increase brand recognition. Primarily responsible for social media content creation across many platforms; Twitter, Facebook, Google+, LinkedIn, and Xing. Introduced inbound marketing strategies and harnessed analytics for AdWord campaigns. Solely responsible for managing design, construction, training and continued maintenance of WordPress/OptimizePress. Hired and managed contractors; SEO consultants, web programmers, online content… Show more Spearheaded redesign of the company's online presence to increase brand recognition. Primarily responsible for social media content creation across many platforms; Twitter, Facebook, Google+, LinkedIn, and Xing. Introduced inbound marketing strategies and harnessed analytics for AdWord campaigns. Solely responsible for managing design, construction, training and continued maintenance of WordPress/OptimizePress. Hired and managed contractors; SEO consultants, web programmers, online content translators. Ad hoc Cross-Cultural Awareness: North America, Business English Language trainer. Show less



Starbucks

• United States
• Retail
• 700 & Above Employee

• Shift Lead

  • Aug 2013 - Jan 2014

  Munich, Germany



Hanke & Co. Wealth Management, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Executive Assistant & Office Manager

  • Mar 2010 - Dec 2012

  San Francisco, California, USA Managed scheduling, travel arrangements, correspondence, client customer service issues, and office management. Drafted financial reports used analyze client portfolio performance (in MS Excel, Morningstar, LPL Financial). Researched investments (mutual funds, stocks, annuities, etc.) and entered trade orders. Clerical and administrative support across many business functions.



San Francisco Bay Times

• United States
• Newspaper Publishing
• 1 - 100 Employee

• Assistant to the Editor

  • Nov 2009 - Dec 2012

  San Francisco, California, USA + Planned and managed logistical details for high-profile, special guest and regional business networking events + General administrative assistant in the publication and production of the San Francisco Bay Times Newspaper and Podcast



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Business Banking Specialist

  • Mar 2007 - Nov 2009

  San Francisco, California, USA + Examined short-term and long-term individual client funding needs - analyzed financial reports + Prescribed tailored banking solutions to better suit client needs + Developed independent sales and marketing strategy to increase client acquisition + Increased bank revenue through active client relationship management and building client loyalty



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Personal Banker

  • Mar 2006 - Mar 2007

  San Francisco, California, USA See Business Banking Specialist - Wells Fargo Bank.