Finance Manager Financial Advisor

Michael Halatek

**** ******** ** 920-***-****

Monroe, WI 53566 ********@*****.***

Experience

Nov 2020 to Raskovic Automotive, Monroe, WI

Handling all sales and financing for small independent used car lot In Monroe, WI.

July 2020 to Nov 2020 Finance Manager Camping World, Madison, WI Feb 2018 to June 2020 Finance Manager, Hesser Toyota. Janesville, WI Took this department from a PVR of $750.00 in 2017, to more tahn $1,100.00 PVR (Per Vehicle Retailed).

May 2016 to Jan 2018 Finance Manager, Zimbrick, Inc Madison Finance Manager in Import Used Cars.

May 2014 to May 2016 Finance Manager, East Madison Toyota Team member on a staff of 4 F&I managers. Set single month record at dealership with more than $128,000.00 of gross revenue in August of 2015. January 2010 to May 2014, PNC Bank. Private Client Group Relationship Manager

Primary contact for High Net worth clientele at branch level. Offering banking solutions and Advisory meetings to manage financial solutions including credit management, investments, retirement and estate planning. Chartered Retirement Planning Counselor ®. Book of business includes 310 Households with over

$53,000,000.00 total assets. $12,000,000.00 AUM

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January 2009 to January 2010, Financial Advisor, Mass Mutual Opened own independent office for Mass Mutual, to acquire existing book of business. Closed office in December, 2009, when retiring agent decided he was not ready to retire.

September 2007 to January 2009, Financial Advisor, AG Edwards/Wachovia Series 7 and 66 Licensed Financial Service Representative. Additional licenses include Wisconsin Life and Health. Chartered Retirement Planning Counselor

(SM) CRPC® designation earned in May, 2008. Specializing in retirement planning and college savings

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2000 to 2009, Bergstrom Auto Group, Fox Valley, Wisconsin Sales Manager for their Toyota point, led team to volume increases in 2000 and 2001. Earned Toyota’s Presidents Award in 2001. Wisconsin’s DOT Right Way Award, first quarter 2001. Named to committee to streamline Sales training. Promoted to Finance Manager 2003, earning perfect 4.0 score in Resource

(Aon/Ryan Group) finance training for product presentation. Led entire group with over $1,300 PVR and 56% Warranty penetration thru first half of 2005. References Available Upon Request.