**** *. ***** *** 414-***-****

Oak Creek, WI ****4

abjmr6@r.postjobfree.com

Stefanie Komorowski

Education August 2001 - May 2005 GPA 3.1

University of Wisconsin – Milwaukee

BS in Criminal Justice and Psychology 05’

*National Dean’s List – 3 years

May 2010- August 2010 GPA 3.9

Carthage College- Kenosha

Paralegal Generalist Certificate

Relevant

Experience Financial Planning:

2007- Present Client Service Manager- Ameriprise Financial,

Inc.

Brookfield, WI

• Prepare client statements as preparation for meetings

• Run life insurance and long term care insurance proposals

Contact underwriters to discuss pre-approval for potential candidates

Create net worth statements for clients from gathering all of their data from all of

outside sources; mortgage, house worth, IRAs, etc.

• Answer incoming calls from clients and other institutions and field difficult client

questions

• Document notes from Senior Financial Advisors meetings and organize them into

a client database system

• Extensive communication with other financial companies regarding trades,

transfers, requests, etc.

Σε νιορ Marketing coordinator for client appreciation events and prospect

•

recruiting and make travel arrangements

Sales and Management:

2002 - 2007 Assistant Office Manager – Menard’s

Oak Creek and West Allis, WI

• Prioritized and performed tasks efficiently; including money management

and documentation

• Trained over 25 new associates

• Responsible for customer service management

• Exceeded my responsibilities by regularly attending seminars and management

trainings

• Led monthly meetings regarding the well-being of Menard’s employees

Social Justice:

2004 - 2005 Intern – St. Rose Youth and Family Center

Milwaukee, WI

• Worked in a team to organize daily activities as a part of the Family Reunification

Program

• Guided troubled children and teens with educational and emotional support

• Was responsible for supervising children and teens during visits with their parents

in prison

• Daily use of the Bureau of Milwaukee Child Welfare Database

Summary of

Qualifications

• Experience with Westlaw, Microsoft Excel, Microsoft Word, Microsoft Power

Point, Photoshop, Database, Microsoft Outlook, Lotus Notes, Internet Explorer

• Analytical, organized, excellent communication and problem solving skills

• Multiple leadership experiences, a team player, love to be busy and get work

done quickly and efficiently

References

William Worley

•

Assistant Front End Manager- Menards, Inc.

920-***-****

Andrea Finch

•

Lead Teller- M&I Bank

414-***-****

• Jeffrey R. Petrus

Associate Financial Advisor- Ameriprise Financial, Inc.

414-***-****

Contact this candidate