Experience

• 

  The melting pot restaurants

  Jun 2008 - Aug 2011

  Assistant manager

  Ran daily operations including training new staff, handling customer complaints, daily financial records, and handling events with local businesses

• 

  Wirtz beverage group

  May 2010 - Apr 2014

  Sales consultant

  Work with local restaurant, bars and grocery stores to increase profit through Wirtz product book. This happens through creating new menus, running promo events, and business math.

• 

  Edward jones

  Apr 2014 - Sept 2015

  Financial advisor

  Worked with individuals and businesses on financial strategies for the short and long-term.• Conducted comprehensive portfolio reviews to reevaluate objectives and projected portfolioperformance.• Created marketing initiatives utilizing community activities.

• 

  Thrivent

  Oct 2015 - Jan 2020

  I am responsible process improvements and implementing cross department initiatives between multiple teams. I handle escalated case consults requiring input from legal, regulatory and other departments.• Worked with multiple departments changing process to adapt to new technology resulting in fastercycle time.• Led a team of 8 analysts updating 1,800 documents for regulatory, legal and processing updates. I was responsible for supervision and surveillance of Thrivent’s insurance and securities business.• Led continuous improvement project, which eliminated the need to manually review over 2,000applications each year.• Analyzed multiple product lines with various regulatory guidelines, sometimes requiring research tomaintain compliance.

  • Licensed Service Analyst

    Oct 2018 - Jan 2020

  • Principal

    Oct 2015 - Oct 2018
• 

  Rose bertram llc the fond du lac area retirement and investment resource

  Jan 2020 - Aug 2023

  Client services manager

  I manage a team of professionals including those who are securities licensed for a financial advising office with multiple full-time financial advisors. I led our office through updating current technology (CRM, Data Aggregation) while building efficiencies that benefit our clients.I handle employee hiring, training and discipline.I work with new and existing clients to handle account and market questions.

• 

  Waypoint financial solutions, inc.

  Apr 2023 - now

  • Trading and Operations Director

    Jan 2024 - now

  • Client Services Manager

    Apr 2023 - Jul 2024