Vaughn Vosen

Experience

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  Culver's Restaurants

  Jan 2016 - Nov 2019

  Assistant Manager

  •Utilized extensive knowledge of the menu, health regulations, and company policies to assist over 300 customers daily.•Trained over 50 employees and provided them with a foundation to develop their skills.•Ensured weekly supply orders were delivered promptly and accurately.

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  Five Below

  Nov 2018 - Aug 2019

  Sales Associate
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  Jimmy John's

  Mar 2020 - Sept 2022

  Delivery Driver

  •Operated between multiple stores daily to ensure even labor and supply distribution•Developed critical skills in time management as well as working in a team efficiently.

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  Zenith Wealth Partners

  May 2022 - Jan 2023

  Financial Planning Intern

  •Worked directly under two experienced CFP®s, assisting in the financial planning process. This included shadowing and attending various client meetings.•Established a deep knowledge of stock options and the various packages companies provide.•Assisted with client onboarding, meeting scheduling, follow up, and deliverable timelines.•Engaged in research on new laws and financial planning techniques.

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  ChroniFI

  Jan 2023 - May 2023

  Consultant

  •Increased cross-collaboration between company staff in an operations management position.•Created effective content to boost brand awareness and engagement through research-backed, data-driven, and timely content delivery.•Monitored and provided expert knowledge on testing and compliance concerns.•Initiated sales and marketing plans for new software roll out, including developing sales, distribution, and media strategies.

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  HECKMANN FINANCIAL

  Jun 2023 - now

  Financial Planning Analyst

  •Evaluating over 100 high-net-worth client portfolios and financial situations to provide tailored investment, retirement, estate, and risk management strategies.•Collaborating with senior advisors to provide guidance on asset allocation and securities holdings, improving portfolio performance.•Summarizing recommendations and tracking progress toward financial goals by preparing reports and presentations for clients.•Serving on our investment committee, working with wholesalers to evaluate market trends and review company investment philosophy on $2B assets under management. Show less