Customer Service Senior Business
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
Elite Consulting Partners – Senior Business Consultant
November 2023 – October 2024
Recruit financial advisors for over 120 firms
Proficient in salesforce and phone burner
Made 88,000 calls out to potential advisors
James Imaging Systems – Document Imaging Consultant
February 2023 – November 2023
Territory Development Sales
Prospect new and services existing clients
Think Hallmark, Appleton, WI – Associate Broker Realtor
September 2023 – November 2023 * left due to new employer not wanting me to have another job. Still hold Broker license
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
Exit Elite Realty, Appleton, WI – Associate Broker Realtor
April 2019 – May 2023
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
Central Wisconsin Auto Parts/NAPA Auto Parts – Store Manager
October 2022 – January 2023
Hiring staff for delivery drivers and work retail
Set up routes for delivery
Open and close store
Scheduling
Inventory management
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. De Pere, 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
Booked over 200 full semi loads to multiple customers (new and existing)
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
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
●Business sold & retired from Financial Services industry
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.
Lighthouse Point Homes & Realty, LLC, Appleton, WI – Owner and realtor
April 2000 – October 2016
Building Spec Homes and Custom Homes
Realty was added in 2015
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
1023 S. Nicolet Rd. #4 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.)
Volunteerism
St. Vincent De Paul Society
Finance Board Member November 2023 - Present
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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