Customer Service Branch Manager
Resume:
Edward Klug
Innovative and seasoned financial advisor with decades of high-level management and
customer service experience. Applied private sector knowledge to management positions in Wisconsin based non-profits, helping various organizations attain financial sustainability. In collaboration with local government, addressed urban blight and re- developed underserved communities.
Experience
Exit Elite Realty, Appleton, WI – Associate Broker Realtor April 2019 – Present
Sell residential and commercial properties in Wisconsin
Prospect new clients by participating in local events, cold calls and pr/marketing
Organize current database and cultivate referrals from happy clients
Train and coach new realtors in the agency
Finishmaster Appleton, WI – Branch Manager
January 2022 – April 2022
Supervised team of 8 warehouse, customer service and driving staff
Supported 3 outside sales representatives
Responsible for maintaining fleet of delivery vehicles
Ensured on time customer and special orders
Ran the retail and wholesale operations for entire branch
Key staff for safety and onsite HR matters; osha, hiring, maintaining files Paper Transport LLC. DePere, WI – Sales Executive
April 2021 – January 2022
Helped establish a new division in logistics offering full truckload freight for customers as well as new customers
Developed a database of prospects, cold calling
Managed freight from order to delivery
Responsible for bringing one of the largest clients since development of logistics team
J.J. Keller & Associates Inc. Neenah, WI — Account Representative National Fleet Sales
July 2018 – April 2021
● Ensures client’s compliance with DOT regulations
● Increase sales with new and existing clients, meeting monthly goals and achieving a ‘Rock Solid status of Achievement,’ exceeding projected sales by 184% and 151%
● Leads client & territory development, expanding business through conventional outreach in Oklahoma, Missouri, Arkansas, and Louisiana 124 West Marquette St.
Appleton, WI 54911
**********@*****.***
SKILLS
Project Management
Business Financial
Reporting
Client Services
Portfolio
Management
Financial Forecasting
Collaboration
Fundraising and
Budgeting - Balance
Sheet Management
Proficient with:
Microsoft Suite
(Word, Excel, Office,
etc.)
Concierge Wealth Management, LLC. Appleton, WI — Private Wealth Advisor, CEO
April 2016 - April 2018
● Researched and presented unbiased, non-proprietary financial solutions
● Continued evolution of client services from Edward Klug Investments
● Met with clients individually to manage client portfolios, watching financial markets and making trades, in consultation, on their behalf Edward Klug Investments, LLC. Appleton, WI — Private Wealth Advisor, CEO
July 2010 - April 2016
● Founded firm managing 50 million dollars serving 500 clients, growing revenue to 1 million.
● Transferred client base of 30 year business into new firm, seamlessly transitioning management
● Managed budget, billing, and facilities.
Stifel, Nicolaus Inc. Wisconsin— Senior VP of Investments, Branch Manager of Oshkosh, Stevens Point, and Appleton.
September 1998 - July 2010
● Created and managed three successful branch offices, recruiting and maintaining client relationships
● Received Branch Manager and Recruiting Manager of the year for re- modeling failing branch
● Ranked #10 in personal sales production out of 3500 representatives EDUCATION
Lakeland University, Sheboygan, WI — BA: Marketing & Business Administration; Minor: Economics September 1998 - May 2007
Wharton School of Business, Philadelphia PA — SIFMA Institute of Finance (1 of 3 year certification)
September 2009 - Unfinished
CERTIFICATIONS +
AWARDS
Wisconsin Real Estate
Brokers License
Realtor
Series 7, 8, 63, 65
(expired)
Wisconsin Insurance
License (expired)
New London,
Wisconsin Alderman
Gener8tor Upskilling
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