Bailey Bidwell
Kaukauna
Summary
Finance graduate committed to empowering clients through personalized financial strategies. Strong customer service and communication skills foster trust and engagement with clients, ensuring a meaningful impact in their financial journeys.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Shift Lead
Dunkin'
Appleton
05.2024 - Current
- Trained and mentored team members in product knowledge and customer service, enhancing overall team capabilities.
- Resolved customer complaints, fostering positive customer experiences and loyalty at the store.
- Supervised daily operations to ensure smooth workflow and customer satisfaction.
Peer Mentor
University of Wisconsin-Whitewater
Whitewater
08.2023 - 05.2026
- Guide freshmen through their first year at college, fostering their academic and social integration.
- Listen actively to freshmen to understand and address their needs.
- Communicating with them and teaching in the New Student Seminar class.
Student Worker
University of Wisconsin-Whitewater
Whitewater
08.2023 - 05.2026
- Created 400 assessment kits for special education student teachers to support their instructional needs.
- Collaborated with professors to print materials and complete projects efficiently for their classes.
- Handled phone calls professionally, addressing and resolving customer inquiries effectively.
College Financial Representative Role
Northwestern Mutual
09.2024 - 01.2026
- Assisted individuals and families in developing personalized financial strategies to align with their unique goals.
- Provided guidance on budgeting, retirement planning, investment options, and risk management to help clients achieve their long-term financial objectives.
- Explored diverse needs of the general public to identify effective ways to support their financial journeys.
Personal Care Assistant
St. Paul Elder Services, Inc.
Kaukauna
06.2021 - 06.2025
- Coordinated care for 130 residents, effectively balancing multiple responsibilities while prioritizing individual needs.
- Ensured residents' comfort and safety by providing attentive support.
- Administered medications to residents, ensuring accuracy and adherence to care plans.
Education
BBA - Finance
University of Wisconsin-Whitewater
Whitewater, WI05-2026
Skills
- Inventory management
- Customer Service Skills
- Data organization
- Microsoft Office
- Time management
- Coaching and mentoring
- Team motivation
- Effective communication
Certification
- Wisconsin Life Insurance License
- Wisconsin Accident & Health or Sickness Insurance License
Languages
Spanish
Limited
English
Native/ Bilingual
Timeline
College Financial Representative Role
Northwestern Mutual
09.2024 - 01.2026
Shift Lead
Dunkin'
05.2024 - Current
Peer Mentor
University of Wisconsin-Whitewater
08.2023 - 05.2026
Student Worker
University of Wisconsin-Whitewater
08.2023 - 05.2026
Personal Care Assistant
St. Paul Elder Services, Inc.
06.2021 - 06.2025
BBA - Finance
University of Wisconsin-Whitewater