Charles Blickle
Milwaukee,WI
Summary
Enthusiastic financial planner excited to contribute to team success through building impactful relationships, understanding needs and priorities, and advocating for clients. In-depth understanding of financial planning, financial literacy and corporate finance. Motivated to learn, grow and excel in helping clients meet their financial goals!
Overview
4
4
years of professional experience
Work History
Financial Assistant/Inventory Specialist
Mr. Hollands Home Services
08.2022 - Current
- Support with fiscal closings, budget allocation and daily business operations.
- Minimize financial discrepancies, resulting in increased efficiency and accuracy.
- Support executives through conducting research, reporting and documentation.
- Assist with preparation of monthly financial statements and reports to inform management.
- Keep documentation and records accurate and up-to-date with latest data to facilitate processing and decision making.
- Developed materials to educate staff on proper inventory management techniques.
- Hire, train, and manage small staff of inventory management employees.
Patient Support Program Supervisor
Aurora Psychiatric Hospital
03.2020 - 08.2022
- Developed financial literacy curriculum and led group sessions to promote different programs and educate clients on available financial services.
- Monitored program performance and outcomes for successful delivery of services.
- Partnered with local organizations to expand access to social and community services.
- Coordinated individual referrals to obtain financial services, advocate for client needs and resolve roadblocks.
- Developed and implemented training programs for staff.
Client Support Specialist
Wisconsin Community Services
01.2020 - 11.2021
- Built relationships with others based upon trust and honesty by using active listening and dynamic communication skills.
- Provided education on financial topics and resources to clients.
- Developed individualized financial plans based on clients goals.
- Provided ongoing assessment, problem-solving and skill teaching to assist individuals with activities related to basic finance.
- .Accompanied individuals to housing, benefit, and banking appointments whenever needed.
- Fostered relationships with partner agencies and other interested parties to build pipeline of supportive services.
Education
High School Diploma -
Wauwatosa East High School
Wauwatosa, WI06.2015
Personal Finance
University Of Wisconsin - Madison
Madison, WIState Certification - Peer Support Specialist
WICPS
10.2020
Skills
- Meaningful relationship development
- Financial plan development
- Budget development and management
- Corporate budgeting and financial review
- Statistical Analysis
- Curriculum Development
- Teaching in group settings
- Management experience
- Spanish fluency
Timeline
Financial Assistant/Inventory Specialist
Mr. Hollands Home Services
08.2022 - Current
Patient Support Program Supervisor
Aurora Psychiatric Hospital
03.2020 - 08.2022
Client Support Specialist
Wisconsin Community Services
01.2020 - 11.2021
High School Diploma -
Wauwatosa East High School
Personal Finance
University Of Wisconsin - Madison
State Certification - Peer Support Specialist
WICPS
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