
Kaitlyn Senn
Supervisor

Connect with Kaitlyn Senn to Send Message
Connect
Connect with Kaitlyn Senn to Send Message
ConnectTimeline
About me
Operations Manager at Custer Burish Financial Services
Education

Waunakee High School
2005 - 2009Diploma Business Administration and Management, GeneralActivities and Societies: Volleyball

Herzing University
2009 - 2012Bachelor of Science Business AdministrationBusiness, marketing, accounting, Microsoft office.
Experience

Papa Murphy's
Oct 2008 - Mar 2011SupervisorTrained new hires, payroll paperwork, cash management, supervise shifts, prep work,

Cracker Barrel
Apr 2011 - Feb 2012Trainer and SupervisorTeach new hires the computer system and how to ring out a ticket and to complete a sale. I also worked with the new hires to increase their up selling skills to help guests add other items on to their purchases. In addition I trained them on the multi line phone system and to transfer to the right people.

Verizon
Feb 2012 - Dec 2013Assistant ManagerAssist in the wireless needs of customers

Foley & Lardner LLP
Feb 2014 - Jul 2015Office AssistantReception duties such as answering phones, greeting clients and routing faxes. Other duties include cleaning and preparing conference rooms and kitchenettes, helping with printing projects, ordering supplies and assisting with the mail.

Custer Burish Financial Services
Jul 2015 - nowOperations Manager• Complete all trades resulting from client meetings• Set up new accounts and maintain accurate paperwork, records• Train new hires in compliance and best practices for all areas of the business• Answer phones, address all client questions not needing advisor advice• Assist four planners with any and all client, meeting and business needs• Specialize in death claim paperwork, meeting with clients to discuss optionsKaitlyn Senn is a registered representative and supports registered associates of Custer Burish Financial Services who are registered representatives of Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Custer Burish Financial Services is not an affiliate of Lincoln Financial Advisors Corp. Insurance offered through Lincoln affiliates and other fine companies. CRN-5941137-091123 Show less
Licenses & Certifications

Notary Public
Wisconsin Notary
Series 63 Licensed
FINRA
Series 7 licensed
FINRA.webp)
Certified Insurance Consultant License (Life & Health), Individual
Wisconsin Office of the Commissioner of Insurance (OCI)
Recommendations

Lisa tami
Registered Dietitian, CSOWM, Lead Behavioral Health Educator, Clinical DietitianRoseville, California, United States
Abdulhadi al-harbi
Mechanical EngineeringJubail, Eastern, Saudi Arabia
Ramya subramani
CMA Finalist | Senior Finance Executive |Chennai, Tamil Nadu, India
Andres borja calle
Analista de desarrollo de software en eBFactory S.A.S.Medellín, Antioquia, Colombia_Ding.webp)
Keyuan (johnnie) ding
Global Sales Manager at Dongtai Yuanyang Stainless Steel & Senior TraderShanghai, China
Joanna mittereder
Care Manager, Student Affairs at University of PittsburghGreater Pittsburgh Region
Manon etienne
Events Manager | Graphic Design | LIFE LOVER 🌎Greater Paris Metropolitan Region
Jayashri misra
Professionally Certified Consultant (Employee Central) ,Certified in Time ManagementOdisha, India
Panagiotis pavlidis
Manager- AMLCO at OCEANASERVE LIMITEDCyprus
Angelica rosales
SAP Consultant | Certified Lean Six Sigma Yellow BelterBatangas, Calabarzon, Philippines
Chris meile
NRP, FP-C, Equipment/Supply OfficerOklahoma City, Oklahoma, United States
Julian orozco
Government Affairs / EducationÁlvaro Obregón, Mexico City, Mexico
Xola konono
Senior Manager: Industrial Relations & Employment Equity| Certified CCMA Commissioner Accreditation|...Area Metropolitan Johannesburg
Logan fix
Assistant Project ManagerGreater Pittsburgh Region
Heesun yi
Pharmacist with research backgroundSeoul, South Korea
Antônio brigido
Head ImplantaçãoMatias Barbosa, Minas Gerais, Brazil
Parth nathwani - mba, csp-po
Vice President at Morgan StanleyGreater Toronto Area, Canada
Kathy alexander
Compliance Officer at Manufacturing Solutions CenterConover, North Carolina, United States
Rishabh chaturvedi
BBA LLB (Hons) | Student at Guru Gobind Singh Indraprastha UniversityDelhi, India
Jorge david roa espitia
Backend | Frontend | Full Stack DeveloperBogota, D.C., Capital District, Colombia
...