Kaitlyn Senn

Kaitlyn Senn

Supervisor

Followers of Kaitlyn Senn288 followers
location of Kaitlyn SennGreater Madison Area

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  • Timeline

  • About me

    Operations Manager at Custer Burish Financial Services

  • Education

    • Waunakee High School

      2005 - 2009
      Diploma Business Administration and Management, General

      Activities and Societies: Volleyball

    • Herzing University

      2009 - 2012
      Bachelor of Science Business Administration

      Business, marketing, accounting, Microsoft office.

  • Experience

    • Papa Murphy's

      Oct 2008 - Mar 2011
      Supervisor

      Trained new hires, payroll paperwork, cash management, supervise shifts, prep work,

    • Cracker Barrel

      Apr 2011 - Feb 2012
      Trainer and Supervisor

      Teach 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 2013
      Assistant Manager

      Assist in the wireless needs of customers

    • Foley & Lardner LLP

      Feb 2014 - Jul 2015
      Office Assistant

      Reception 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 - now
      Operations 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
    • Certified Insurance Consultant License (Life & Health), Individual

      Wisconsin Office of the Commissioner of Insurance (OCI)