E X P E R I E N C E

563-***-****

adgrdm@r.postjobfree.com

@nickbaumler

C O N T A C T

Microsoft Excel

Financial Analysis

Client Education

Sales

Interpersonal Communication

Tax Returns

S K I L L S

FINANCIAL REPRESENTATIVE

NORTHWESTERN MUTUAL MAY 2020 - PRESENT

Call potential suspects on daily basis to generate appointments

Meet with clients and prospects daily about their present and future financial goals

Collaborate with other advisors to build financial plans and recommendations for clients

Help implement life, disability, and long term care insurance for clients along with IRAs and brokerage acocunts

E D U C A T I O N

BACHELOR OF SCIENCE IN ACCOUNTING AND FINANCIAL

MANAGEMENT, AUTHORIZATION: K-12 ATHLETIC COACH

UPPER IOWA UNIVERSITY 2016 - 2020

GPA: 3.7

L E A D E R S H I P

STUDENT ATHLETE ADVISORY COMMITTEE, 2018-2020

Collaborated with other student athletes to enhance student-athlete life on campus such as volunteering and fundraising.

WRESTLING TEAM CAPTAIN

Set an example for teammates on and off the mat.

Gave coaches insight on team morale and discussed any issues that arised on the team.

2018-2020

N I C K

B A UMLER

F I NANCIAL

REPRESENTATIVE

ACCOUNTING INTERN

IMPERIAL ROOF SYSTEMS CO. MAY 2019-AUGUST 2020

Recorded and maintained invoices for accounts payable and accounts receivable

Assisted with roofing project budgets

IHSAA BASEBALL AND SOFTBALL UMPIRE

MAY 2017 - AUGUST 2019

Strengthened my interpersonal skills by communicating with coaches while under pressure

Maintained thorough knowledge of all rules, game

procedures, and umpire techniques

Licensed in Iowa for Life Insurance

Licensed in Iowa for Accident and

Health Insurance

Completed SIE and Series 6

C E R T I F I C A T I O N S

Contact this candidate