Financial Manager
Resume:
Judith Koberg (Judi)
**** ******** ******, ***** *******, IA 52317
*********@*****.***
Education
University of Iowa - Henry B. Tippie College of Business 1987 - 1990
(Graduated; Dean's List - 3 years)
Major: Finance Major: Marketing Minor: Accounting
Oklahoma State University - Stillwater, OK 1986-1987 - full academic
scholarship
Sulphur High School - Sulphur, OK 1982 - 1986
Valedictorian - graduated with a 4.0, Member of the state track team,
Member of the Gifted & Talented Club - 4 years, Recipient of the Oklahoma
State Academic Scholarship
Activities and Societies: Class President, Cheerleader, National Honor
Society, Oklahoma Honor Society, Journalism, Financial Planning
Association with designations: CFP, CASL, CLU, ChFC, AAMS, CRPC
Senior Commodity Specialist, Corporate Services, Enterprise Sourcing -
Rockwell Collins, Inc. - Present
Define overarching sourcing strategies for indirect commodities for
Corporate Services, including commercial credit card program, single use
accounts, and payroll outsourcing via sourcing review process. Establish,
lead and facilitate enterprise cross-functional teams, ensuring effective
communications to key stakeholders and executives to understand sourcing
process, identify work/tasks and ground rules surrounding initiative (eg:
confidentiality, due diligence, etc). Drive sourcing review deliverables
including opportunity assessment, category profile and industry profile,
total cost of ownership (TCO) analysis, sourcing strategy, supplier
screenings and selection factors, conducting competitive exercises with
supply market, negotiating strategy, sourcing recommendation and
implementation plan. Institute contractual requirements to reduce TCO.
Track and monitor supplier spend and compliance across Enterprise
database to identify areas which are non-compliant, understand business
needs/requirements and establish action plan. Category program management
including identifying issues and gaps in existing processes and
resolutions. Contract management, including audits to performance.
Wealth & Financial Advisor Experience (21 years)
Iowa State Bank & Trust
I work directly with executive management in every aspect of the bank to
identify current and prospective clients who would benefit from a
comprehensive financial review. I am directly responsible for building
the insurance base within the Investor Center. I also have direct
responsibility for reviewing the bank trust department ILIT base to
comply with due diligence and offer alternatives. I provide training and
referral opportunities for employees to achieve expansion of current
client base into products and services provided by the bank. I also work
directly with the high net worth clients in development and
implementation of a financial plan and education of financial
opportunities.
Financial Advisor - Thrivent Financial
Develop comprehensive financial plans for clients and small business
owners through a complete process of identifying and prioritizing goals,
data gathering and organization, analysis and refinement of financial
information, provide specific solutions and education to client,
implementation and monitoring and servicing client accounts.
High Net Worth Relationship Manager - USAA Financial Planning Services
Assist Select members (liquid assets held at USAA are greater than
$500,000) with financial advice and transactions. Responsible for
reviewing member's assets on at least an annual basis to identify changes
in the following stages: accumulation, preservation, transfers of assets.
Discuss in detail the use of estate planning tools such as CRATS, CRUTS,
QTIPS and other trusts to incorporate strategies of gifting, utilizing
exemptions and tax minimization of member's overall estate. Use my
excellent oral communication skills to resolve any conflicts and build
relationships with Select members. Coordinate with Select Relationship
Mangers in other lines of business to insure member has requests
completed and transactions processed.
Financial Advisor - USAA Financial Planning Services
Use of strong analytical abilities to assist members with financial
topics of any nature. Use my excellent oral communication skills to
present members with options to resolve financial conflicts and advise of
steps necessary to implement the chosen option. I passed my CFP in
November 2004 and I completed my ChFC and CASL designations June 2004 and
my CLU in August 2004. I have also obtained my NASD Series 7 and Series
66 and my Group I License for all states during this time.
Contact this candidate