Alyssa Bredfeld
Muskego,WI
Summary
Dynamic financial professional with a proven track record at Northwestern Mutual, excelling in financial planning and client relationship management. With almost six years of experience at Northwestern Mutual, I am extremely knowledgeable in Northwestern Mutual’s business processes and products. Skilled in developing customized portfolio solutions, I effectively boost revenue while ensuring regulatory compliance. My strong communication and organizational skills drive successful outcomes, securing long-term customer accounts and enhancing service effectiveness.
Overview
8
8
years of professional experience
Work History
Associate Financial Representative
Northwestern Mutual
Elm Grove, Wisconsin
06.2019 - Current
- Processed and documented customer and institutional payments.
- Developed financial plans for clients to help them achieve their long-term goals.
- Assisted customers in opening and managing investment and insurance accounts.
- Responded promptly to client inquiries regarding account information or transactions.
- Maintained up-to-date knowledge of products, services, regulations, policies, procedures.
- Boosted revenue, cultivating client relations, resolving issues and executing proficient account maintenance to develop new customer accounts.
- Ensured all documents were accurately completed prior to submission for processing.
- Developed relationships with internal teams such as legal, compliance, operations. to ensure regulatory requirements are met.
- Delivered presentations to key decision makers and offered financial recommendations.
- Supported product change requests to communicate impact on capacity plans.
- Created customized portfolio solutions that meet each individual's needs and objectives.
- Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
Supervisor of Operations
UPS
Oak Creek, Wisconsin
06.2018 - 07.2019
- Discussed job performance problems with employees, identifying causes and issues to find solutions.
- Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.
- Developed and enforced safety protocols, significantly reducing workplace accidents.
- Provided training and guidance to team members on operational procedures and best practices.
- Delegated work to staff, setting priorities and goals.
- Oversaw daily operations of the department.
Hairstylist Manager
Sport Clips
Franklin, Wisconsin
02.2017 - 06.2018
- Resolved customer inquiries and complaints requiring management-level escalation.
- Focused on retaining clients by keeping client report cards, which detailed personal services and purchases.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Monitored stock levels of haircare products, tools and equipment in the salon.
- Performed administrative duties such as creating employee schedules, ordering supplies and preparing reports.
- Kept salon tidy and clean by sweeping away cut hair, washing dirty linens and emptying trash.
- Cut and styled clients hair.
Education
Bachelor - Business Administration And Management
University of Wisconsin, Green Bay
Green Bay, WI12-2020
Cosmetology License - Cosmetology
Vici Capilli
West Allis, WI11-2016
Skills
- Financial planning
- Client relationship management
- Investment and insurance account management
- CRM account management
- Regulatory compliance
- Time management
- Project management
- Customer service
- MS office suite
- Organizational skills
- Communication skills
Timeline
Associate Financial Representative
Northwestern Mutual
06.2019 - Current
Supervisor of Operations
UPS
06.2018 - 07.2019
Hairstylist Manager
Sport Clips
02.2017 - 06.2018
Bachelor - Business Administration And Management
University of Wisconsin, Green Bay
Cosmetology License - Cosmetology
Vici Capilli