Cassandra P Beran
Eau Claire,WI
Summary
Experienced professional with expertise the Financial Service industry. Known for outstanding relationship-building and problem-solving skills. Driven to exceed expectations by leveraging analytical thinking and creativity to solve problems while delivering high-impact solutions in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. A dedicated and organized individual with a passion for innovation and a commitment to achieving company goals.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential
Eau Claire, Wisconsin
06.2011 - Current
- Collaborated closely with internal departments and external partners.
- Identified new business opportunities through networking events and referrals.
- Actively participated in marketing initiatives aimed at increasing brand awareness within the community.
- Developed and maintained strong client relationships through exceptional service and communication.
- Provided ethical, objective and holistic financial planning advice to clients.
Retail Supervisor
Best Buy
Eau Claire, WI
07.2007 - 03.2011
- Performed regular performance evaluations of staff, providing feedback and coaching for improvement.
- Mentored newly hired staff in upselling techniques to improve sales.
- Resolved customer complaints and issues, maintaining high customer satisfaction ratings.
Education
Bachelor of Science - Exercise Science
University of Wisconsin, La Crosse
La Crosse, WI05-2010
Skills
- Relationship building and management
- Verbal and written communication
- Multitasking and organization
- Attention to detail
- Ethical judgment
- Leadership
Certification
- Series 6, 63, 65
- Accident & Health, Casualty, Life, Property and Variable Life / Variable Annuity
Accomplishments
- MDRT Member
- The Prudential Masters Council
- Prudential Pathways Speaker
- Vice President of Sam Davey PTA
- Youth Sports Coach
Timeline
Financial Advisor
Prudential
06.2011 - Current
Retail Supervisor
Best Buy
07.2007 - 03.2011
Bachelor of Science - Exercise Science
University of Wisconsin, La Crosse