Summary
Overview
Work History
Education
Skills
Coaching
Timeline
Generic

Chad Klitzke

Kaukauna,WI

Summary

Collaborative leader with dedication to partnering with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.

Overview

22
22
years of professional experience

Work History

Manager

Jason's Tree Service
04.2018 - Current
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Onboarded new employees with training and new hire documentation.
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
  • Controlled costs to keep business operating within budget and increase profits.
  • Developed and maintained relationships with customers and suppliers through account development.
  • Improved safety procedures to create safe working conditions for workers.
  • Developed and implemented business strategies to achieve business goals and stay competitive.
  • Improved marketing to attract new customers and promote business.
  • Planned and budgeted accurately to provide business with resources needed to operate smoothly.
  • Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
  • Established team priorities, maintained schedules and monitored performance.
  • Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
  • Evaluated employee performance and conveyed constructive feedback to improve skills.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Assisted in organizing and overseeing assignments to drive operational excellence.
  • Set aggressive targets for employees to drive company success and strengthen motivation.
  • Planned, created, tested and deployed system life cycle methodology to produce high quality systems to meet and exceed customer expectations.
  • Managed senior-level personnel working in marketing and sales capacities.
  • Winner of Best Tree Service 3 years running for area in 2020, 2021, 2022.

Business Owner

Self Employed Consultant
10.2004 - 04.2018
  • Prepared bank deposits and handled business sales, returns and transaction reports.
  • Consulted with customers to assess needs and propose optimal solutions.
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Developed and implemented marketing strategies to generate new customers and increase sales and profit margins.
  • Oversaw business budget planning and administration, accounting functions, purchasing, and bi-weekly payroll to handle financial needs.
  • Introduced new methods, practices, and systems to increase profitability.
  • Negotiated price and service with customers and vendors to decrease expenses and increase profit.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Tracked trends and suggested enhancements to both challenge and refine company's product offerings.
  • Worked with owners on exiting strategies.

Financial Planner

Associated Bank
05.2005 - 08.2008
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs.
  • Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
  • Established and deepened existing client relationships through complex financial planning.
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Coached and advised clients in business plans and processes to achieve profit objectives.
  • Worked with Upper management on creating a new division working with the retail client base.
  • Increased Assets Under Management from $0 to 83 million in a 3 year time frame.

Financial Associate

Thrivent Financial
10.2001 - 05.2005
  • Opened accounts for new and existing customers and assisted customers in completing application forms.
  • Administered account transactions with customers and assisted in generating sales opportunities.
  • Maintained knowledge of new investment products and assisted in developing sales strategies.
  • Proposed investment products to customers.
  • Developed investment and insurance programs and prepared sales presentations.
  • Generated financial projections and forecasts for short- and long-term.
  • Advised Financial Planners on financial matters and recommended investments.

Education

Bachelor of Science - Sports Management

University of Wisconsin- Oshkosh
Oshkosh, WI
12.1997

Financials

Licenses
02.2001

Skills

  • Strategic Planning
  • Business Development
  • Contract Management
  • Operations Management
  • Verbal and Written Communication
  • Sales Techniques
  • Team Leadership

Coaching

  • Coaching in various Sports in Baseball, Football, and Basketball for multiple years.
  • Coached from Youth to Varsity levels including AAU Basketball.
  • Strong experience in Biomechanics.
  • Experience with training athletes in speed, plyometrics, and strength training.
  • Emphasis in Sport Psychology.

Timeline

Manager

Jason's Tree Service
04.2018 - Current

Financial Planner

Associated Bank
05.2005 - 08.2008

Business Owner

Self Employed Consultant
10.2004 - 04.2018

Financial Associate

Thrivent Financial
10.2001 - 05.2005

Bachelor of Science - Sports Management

University of Wisconsin- Oshkosh

Financials

Licenses

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Chad Klitzke