ANNE KOVALES
RACINE,WI
Summary
Financial Advisor, Account Manager, Communications Specialist and Business Professional with 8+ years of passion for client facing, written words, public speaking, account management, and other various communication outlets. Proficient in traditional and contemporary communications processes. Excellent at working with groups and individuals, solving problems and improving efficiency. Highly organized and able to manage multiple projects with a variety of platforms. Skilled at creating and maintaining cooperative relationships for clients and their targeted audience. Author of From Moth to Monarch: 5 Transforming Challenges to Help Divorcing Moms Have Success in Life!.
Overview
24
24
years of professional experience
Work History
FINANCIAL ADVISOR
THRIVENT
KENOSHA, USA
12.2023 - Current
- Build financial practice serving clients to guide them toward achieving their goals
- Provide advice and planning while building and maintaining strong, long-lasting customer relationships
- Engaged in Connect and Discover meetings to identify needs.
- Complete product applications in salesforce
- Series 7 and 66, and life and health licenses
- Completed Thrivent Foundations training
INTERIORSCAPE ACCOUNT MANAGER
KUJAWA ENTREPRISES INC.
OAK CREEK, WI
08.2017 - 10.2021
- Lead point of contact for all matters specific to accounts
- Mentor and cultivate a team of 5 Plant Technicians while building and maintaining strong, long-lasting customer relationships
- Oversee customer account management, including the negotiation of contracts and agreements to enhance profits
- Collaborate daily with Installation and Interior Operation Managers to create effective means of operations
- Assist and meet with clients to help redesign their current plants and containers resulting in successful upselling tactics
- Designed floral arrangements, assist with plant installations and removals, maintain updated inventories, order supplies
- Improve account servicing, routing and efficiency results by reducing 240+ annual Technician hours
- Reduced monthly plant replacement rate by $2k through technician training
- June 2018: Promoted to Interior's 1st Interiorscape Account Manager
- August 2018: Awarded Rookie of the Year
OWNER/OPERATOR PRIVATE PRACTICE
HEALTH QUEST MASSAGE, LLC
CUDAHY, WI
07.2001 - 08.2016
Education
ASSOCIATE OF SCIENCE - MASSAGE THERAPY
Lakeside School of Massage Therapy
05-2001
BACHELOR OF ARTS - COMMUNICATION STUDIES
Marquette University
12-2000
Skills
- PROFESSIONAL WRITING
- STRATEGIC PLANNING
- SOCIAL PERCEPTIVENESS
- CRITICAL THINKING
- LISTENING
- PRESENTATION SKILLS
Timeline
FINANCIAL ADVISOR
THRIVENT
12.2023 - Current
INTERIORSCAPE ACCOUNT MANAGER
KUJAWA ENTREPRISES INC.
08.2017 - 10.2021
OWNER/OPERATOR PRIVATE PRACTICE
HEALTH QUEST MASSAGE, LLC
07.2001 - 08.2016
ASSOCIATE OF SCIENCE - MASSAGE THERAPY
Lakeside School of Massage Therapy
BACHELOR OF ARTS - COMMUNICATION STUDIES
Marquette University
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