Financial Services Professional with Client Relations Expertise

ALLISON M. GOTTELT

********@*****.*** 224-***-****

CHICAGO, IL

PROFESSIONAL EXPERIENCE

Corebridge Financial

July 2024 - present

Retirement Plan Consultant

· Advise Chicago Public School employees on retirement planning strategies, including 403b and 457 plans

· Conduct one on one consultations and group presentations to increase financial literacy and plan participation

· Maintain ongoing client relationships through regular portfolio reviews and retirement readiness assessments

JPMorgan Chase & Co

July 2023 - July 2024

Relationship Banker

· Develop and maintain strong relationships with clients to understand their financial needs and provide personalized banking solutions

· Act as a trusted advisor to clients, offering guidance on various banking products and services including checking accounts, savings accounts, loans, and investments

· Generate leads and proactively approach potential clients to expand the customer base and achieve sales targets

· Handle customer inquiries, complaints, and concerns in a professional and timely manner, ensuring high levels of customer satisfaction Creative Wealth Group, Ameriprise Financial

October 2022 - May 2023

Financial Planning Assistant

· Provided support to financial advisors by preparing comprehensive agendas in advance of client meetings

· Engaged clients in comprehensive discussions on risk management, brokerage services, investment products, and financial markets to collaboratively design customized financial plans tailored to their unique needs and goals

· Cultivated client relationships through daily face to face interactions, fostering strong connections and promoting client satisfaction

· Enhanced financial transactions by orchestrating money movements, facilitating account openings, and managing estate settlements

Northern Trust

October 2021 - October 2022

Financial Reporting/Accounting Associate

· Created and reconciled financial statements for clients

· Compiled adjusting journal entries into Arc Reporting

· F2F Client interactions monthly, quarterly, and annually to review tax reporting deliverables

· Initiated cash reconciliations and capital reconciliations to verify amounts Associated Agencies

May 2021 – October 2021

Accounting Associate

· Managed the Accounting function of the Auto & Home branch

· Prepared daily journal entries to the General Ledger

· Completed account reconciliations for premium and operating accounts

· Calculated and processed monthly commission statements to producers Accounting Intern

May 2020 – May 2021

· Analyzed revenue/expense accounts and presented findings to the Controller and CFO

· Prepared account reconciliations

· Secured financial information by completing daily database backups

· Created insurance proposals for high net worth clients Lake House Restaurant

Food Server

May 2019 – August 2019

· Provided attentive table service in fast paced, customer focused dining environment

· Took food and beverage orders accurately and delivered prompt, high quality service

· Handled cash and card transactions while maintaining accuracy and accountability

Mexican Paradise Cafe

Food Server

May 2018 – August 2018

· Built rapport with guests to create a welcoming and positive dining experience

· Supported daily operations, including opening/closing duties and team coordination

· Delivered efficient table service in a high volume dining environment PROFESSIONAL LICENSES

● FINRA Series 63 Uniform Securities Agent State Law License

● FINRA Series 66 Uniform Securities Agent State Law License

● Securities Industry Essentials (SIE) Exam Certification

● FINRA Series 7 General Securities Representative License

● Life Insurance License

EDUCATION

· Illinois State University

May 2021

Bachelor of Science in Finance

Minor in Financial Planning

Member of the Illinois State Students – Finance Club

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