Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Timeline
Generic

ANGI KOLTHOFF

Madison

Summary

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

26
26
years of professional experience
1
1
Certification

Work History

Remote HQ Transitional Financial Advisor

Edward Jones
07.2021 - Current
  • Lead financial oversight for up to 10 branches supporting over $500,000,000 in assets with minimal oversight while ensuring compliance and accuracy in financial reporting.
  • Develop human-centered financial plans which resulted in securing $800,000 in assets during critical periods, demonstrating strong analytical and client relationship skills.
  • Contribute to cross-functional committees (OIT Conference Planning, Associate Expectations Review, Department Meeting) to innovate financial practices and streamline budgeting processes.
  • Actively involved in DEI initiatives and mentoring programs, reinforcing team collaboration and leadership through data-driven decision-making.

Financial Advisor

Edward Jones
12.2019 - 07.2021
  • Developed detailed financial plans for clients by leveraging market analysis, cold calling, and digital platforms to expand the firm’s asset base.
  • Ensured strict adherence to regulatory and compliance policies while advising clients on complex financial solutions, contributing to the firm’s financial performance targets.

Director of Finance & Business Development

Integrative Medical Associates
04.2018 - 10.2019
  • Engineered financial models and strategic initiatives that increased revenue by 40% year over year, adding $136,000 in additional revenue.
  • Oversaw comprehensive business planning, project management, and HR functions; recruited and trained a specialized team to drive operational efficiency.
  • Launched a retail-to-online supplement sales platform, achieving a 400% sales increase, while maintaining accurate intercompany transactions and monthly financial reporting.
  • Implemented innovative cost-reduction strategies and process improvements that enhanced forecasting accuracy and budgeting practices.

Optician/Optical Manager

Luxottica Retail
06.2011 - 08.2021
  • Managed all aspects of store operations including financial oversight, staff hiring, training, and scheduling while consistently exceeding sales goals.
  • Coordinated remote management of additional stores to maintain operational continuity during workforce absences, highlighting strong budgeting and process improvement skills.

Independent Director & Consultant

Pampered Chef
03.2013 - 06.2019
  • Provided strategic financial guidance and remote training sessions to enhance team performance and achieve top-tier sales incentives.
  • Leveraged digital platforms for group training and problem solving, contributing to higher performance management and streamlined financial records.

Patient Accounts Manager

Health First Wellness Center
03.2012 - 07.2016
  • Spearheaded revenue management initiatives that increased collection rates from 85% to 95% within six months by optimizing scheduling, billing, and collections processes.
  • Utilized patient feedback to adjust financial strategies, ensuring compliance and alignment with business objectives.

Customer Qualification Specialist

Apria Healthcare
11.2003 - 02.2011
  • Executed process improvements in patient account reviews that identified and recovered $10,000 in potential lost revenue, underscoring attention to detail in financial analysis.
  • Achieved high customer satisfaction rates through detailed financial assessments and procedural enhancements.

Sales Supervisor

Luxottica Retail, LensCrafters
03.1999 - 10.2005
  • Developed regional sales initiatives and cross-training programs that improved per sale revenues and operational efficiency, reinforcing skills in financial monitoring and team leadership.

Education

Bachelor's Degree -

Illinois State University
Normal, IL
08-2025

Associates of Arts -

Rock Valley College
Rockford, IL

Skills

  • Investment consulting and planning
  • Relationship building and management
  • Analytical thinking
  • Multitasking and organization
  • Retirement planning
  • Wealth management
  • Excellent verbal and written communication
  • Reporting and regulatory compliance

Certification

  • Series 7
  • Series 66

Additional Information

  • Chief Financial Officer, EmBARK Foundation (2025)
  • President, Board of Directors, Stateline Chamber of Commerce (2020–2022)
  • Committee Chair, Women at Work Committee, Stateline Chamber of Commerce (2018–2022); Planning Committee Chair, Influential Women in Business Luncheon (2019 and 2021)

Timeline

Remote HQ Transitional Financial Advisor

Edward Jones
07.2021 - Current

Financial Advisor

Edward Jones
12.2019 - 07.2021

Director of Finance & Business Development

Integrative Medical Associates
04.2018 - 10.2019

Independent Director & Consultant

Pampered Chef
03.2013 - 06.2019

Patient Accounts Manager

Health First Wellness Center
03.2012 - 07.2016

Optician/Optical Manager

Luxottica Retail
06.2011 - 08.2021

Customer Qualification Specialist

Apria Healthcare
11.2003 - 02.2011

Sales Supervisor

Luxottica Retail, LensCrafters
03.1999 - 10.2005

Bachelor's Degree -

Illinois State University

Associates of Arts -

Rock Valley College

Similar Profiles

CREATE PROFILE