Nick Caflisch

Experience

• 

  The Hartford

  Jun 2008 - Dec 2010

  Annuity Service Specialist

  My role was to process any liquidation requests for pre-annuitized annuity contracts still in the accumulation phase. My team and I also made updates and changes as necessary such as beneficiary changes, and custodial ownership updates.

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  Wells Fargo

  Jul 2011 - Jul 2012

  Customer Service Representative

  I answered in-bound telephone calls regarding updates to individual stock holders for a variety of corporate clients. Achieved high levels of success maintain strong client relationships while providing speed and accuracy of the information provided.

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  Home Federal Savings Bank

  Jul 2012 - Jan 2014

  Compliance Assistant

  Working under the direction of the bank's corporate compliance officer, I was responsible for the accuracy of information provided to approve the opening of new retail accounts. I also reviewed new information against federal agencies to uphold the Patriot Act.

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  Thrivent Financial

  Jan 2014 - Apr 2015

  Financial Representative

  As a Fortune 500 not-for-profit membership organization, Thrivent Financial helps its members achieve financial security by offering a broad range of products and services. What makes us different is what makes us strong. Because Thrivent Financial is membership-owned, we don’t answer to shareholders. We make decisions based on our members' best interests. In addition, we make it easier for you to help your congregation and community through outreach programs and activitiesFor important disclosure information, visit thrivent.com/disclosures Show less

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  Northwestern Mutual

  Apr 2015 - Jul 2016

  Associate Financial Representative

  My role is to assist financial advisors with portfolio planning and design, account maintenance, and new client on boarding. We help clients plan for their future by taking the necessary steps today.

• 

  Mayo Clinic

  Aug 2016 - now

  • IT Project Manager

    Sept 2021 - now

  • Associate Project Manager

    Nov 2019 - Sept 2021

  • Project Assistant

    Nov 2017 - Nov 2019

  • Administrative Assistant

    Aug 2016 - Nov 2017