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James Colbo

James Colbo

Shift Leader

Followers of James Colbo367 followers
location of James ColboGreater Milwaukee

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  • Timeline

  • About me

    Senior Director - Centralized Supervision at Northwestern Mutual

  • Education

    • University of Wisconsin-Milwaukee

      2007 - 2010
      Bachelor of Science; Actuarial Science Economics; Spanish, Actuarial Science

      Activities and Societies: Sigma Delta Pi - Member - Public Relations Officer Bowling Club - President Wisconsin Collegiate Bowling Conference - President

  • Experience

    • New Berlin Bowl

      Jul 2008 - Jul 2011
      Shift Leader

      Resolve complaints of guests by finding mutually beneficial solutions to improve guest satisfactionCreate new promotions and events to increase businessOrganize fall and summer leagues by contacting members and ensuring leagues run at capacityHandle reservations for parties of up to 150 peopleLeague SecretarySupervise 26 bowling leaguesMaintain Bowling League Software database to reflect accurate scores, standings, and recaps for over 1,000 league bowlersProcess and distribute league awardsUse organizational skills to ensure leagues run smoothly and efficiently MechanicFix pinsetters when they break down Show less

    • UW-Milwaukee Recreation Center

      Jul 2008 - Jul 2011
      Bowling Attendant/Mechanic

      Perform regular maintenance on pinsettersHandle money and sales transactions at cash registerWork above and beyond Bowling Attendant job responsibilities by:Supervising 2 leagues, maintaining Bowling League Software database to reflect accurate scores, standings, and recapsCreate new promotions and events such as a rewards program for repeat guests.

    • New Berlin Ale House

      Jul 2008 - Jul 2011
      League Secretary

      Supervise 26 bowling leagues Maintain Bowling League Software database to reflect accurate scores, standings, and recaps for over 1,000 league bowlers Process and distribute league awards Use organizational skills to ensure leagues run smoothly and efficiently

    • JPMorgan Chase & Co.

      Jul 2011 - Jun 2014
      Relationship Banker

      Build and maintain lasting client relationshipsCross sell banking products Perform teller supervisor overrides

    • Northwestern Mutual

      Jun 2014 - now

      Perform supervision of New Account Approval, Trade Review, and Correspondence. Work closely with local Network Office Supervision teams to ensure consistent and proper supervision across offices. Team lead for continuous improvement effortsSupport field staff with mutual fund related inquiredApprove and process trade corrections for erroneous trades

      • Senior Director

        Jun 2024 - now

      • Assistant Director

        Apr 2022 - Jun 2024

      • Centralized Supervision Manager

        Aug 2020 - May 2022

      • Supervision Support Sr Specialist

        Apr 2018 - Aug 2020

      • Mutual fund operations

        Jun 2014 - Apr 2018

  • Licenses & Certifications

    • FINRA Series 24

    • FINRA Series 6

    • FINRA Series 63

    • FINRA Series 7

    • Series 9

      FINRA (Financial Industry Regulatory Authority)
      Aug 2018

    • Series 10

      FINRA (Financial Industry Regulatory Authority)
      Sept 2018

  • Volunteer Experience

    • Volunteer

      Issued by Alex's Lemonade Stand Foundation
      Alex's Lemonade Stand FoundationAssociated with James Colbo