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strategic planning, market & financial analysis, budgeting, management

Location:
Saint Paul, MN, 55117
Salary:
110000
Posted:
February 28, 2024

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Resume:

Kristoffar M. Nelson

*** ****** ******

Maplewood, MN 55117

612-***-****

ad3y03@r.postjobfree.com

EDUCATION

University of Minnesota, Curtis L. Carlson School of Management Minneapolis, Minnesota Bachelor of Science in Business: Finance; Bachelor of Arts: German Cumulative GPA: 3.6 PAST EXPERIENCE

D1 Training Saint Paul Saint Paul, Minnesota

Owner/Operator/General Manager 2019 - 2024

D1 Training is a fast-growing, nationwide fitness franchise backed by pro athletes that helps children and adults of all ages and abilities meet their fitness goals through group workouts, personal, small group, team, off-site, and virtual training options.

Opened and operated the franchise’s first location in Minnesota in downtown Saint Paul.

Extensive experience with strategic planning, market & financial analysis, budgeting, management, HR, accounting, financial reporting, sales, marketing, customer support/retention, partnerships, social media, communications, special events, training, coaching, information technology, facility operations, and development & analysis of KPIs. Conventions, Sports & Leisure International (CSL) Minneapolis, Minnesota Senior Financial and Market Analyst – Consulting Project Manager 2001 - 2019

Conducted more than 200 event facility and visitor industry feasibility, strategic planning, and operational studies throughout the world, assisting a variety of both public and private entities with their strategic investment in major capital expenditures. Developed strong communication and presentation skills, both written and verbal.

Projects included arenas, stadiums, ballparks, recreational sports facilities and complexes, convention centers, performing arts centers, theaters, fairgrounds, hotels, arts and cultural centers, museums, shopping malls and other aspects of the entertainment, tourism, hospitality, and retail industries.

Analysis of financial operations, return on investment, market demand, comparable/competitive markets and facilities, historical facility performance, industry characteristics and trends, local market conditions, sales and marketing practices, operational policies and procedures, demographic and socioeconomic characteristics, economic and fiscal (tax) impacts, pricing, building program, site/location, sustainability, and funding options. American Express Financial Advisors (Now Ameriprise) Minneapolis, Minnesota Mutual Funds, Bonds and Certificates Broker/Dealer 1999 - 2001

Purchase and redeem mutual funds, bonds, annuities, insurance products, certificates, etc.

Process transactions for advisors & clients online, via phone, and in writing, ensuring both compliance & accuracy

Track and report progress against KPIs

Research and resolve issues related to investment products, accounts, laws, and tax implications Citibank Sioux Falls, South Dakota

Customer Service Representative 1997 - 1998

Assist card members with servicing needs and transactions, troubleshooting problems and driving resolutions

Research and resolve customer questions, issues and complaints

Offer product or service recommendations to customers based on their needs and preferences Piper Jaffray, Inc. Sioux Falls, South Dakota

Financial Planning Assistant—Intern 1996 - 1997

Startegic analysis of client portfolios using research software and industry techniques

Evaluation of account performance and presentation of investment recommendations based on client goals

Extensive outreach to current and prospective clients highlighting advantages of effective money management OTHER

University of Minnesota Global Campus Study Abroad - University of Freiburg, Germany (1999)

National Association of Securities Dealers (NASD) Series 6 and 63 licenses



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