Data Entry Customer Service
Resume:
Bradley C. Tipple
Schofield, WI 54476
***********@*****.***
Financial Planner Wealth Management
Ambitious and goal driven professional with a bachelor’s degree in criminal justice and minor in accounting. Over 17 years of wealth management and estate planning for families that included 250 million in client assets. Strived and achieved a proven history of developing and nurturing strong relationships with a diverse group of clients. Effective communicator who quickly builds trust and confidence with clientele and other business partners. Aggressive in identifying and resolving inefficient processes and excelling in fast paced environments with little supervision.
Areas of Expertise
*Client retention and relations *Securities transactions & Sales
*Leadership *Investment management
*Risk assessment *Data management
*Portfolio management *Customer service
*Financial analysis *Process improvement
*Reporting and documentation
Education & Certification
Northern Michigan University 1994-1998
Bachelor of Science
Criminal Justice Major & Accounting Minor
Football Scholarship
FINRA series 7 and 65 10/2001
Relevant Work Experience
Wausau Insurance companies 1998-2001
Supervisor data entry, provider add, business solutions
Managed units that were critical to paying employee health care claims
Worked on a daily basis to improve the volume and backlog of health care claims
Robert W. Baird & Co 2001-2017
Vice President Financial Advisor – licensed financial advisor broker series 7 & 65
17 years sales experience - acquired, fostered and maintained client relationships
Managed 250 million assets 2 million annual production
Proficient in Thompson One, Excel, Word, Access, Bond Desk, CRM
Family First Life 2021-Present
Owner – President
Insurance sales
Extra Activities
Newman Girls Basketball – High School Coach 1998-2016
Assistant Head Coach – Defensive Coordinator
3 state championships
2 runner-up state championships
12 state appearances
12 conference championships
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