Corbin Welch
Appleton
Summary
Proactive and versatile professional with a dedication to quickly adapting to new challenges. Strong problem-solving abilities and a proven track record of fostering strong relationships with clients and team members. Focused on supporting team success and achieving positive results.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Retirement Plan Services
Nicolet Wealth Management
Appleton
05.2023 - Current
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Completed day-to-day duties accurately and efficiently.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
- Worked with cross-functional teams to achieve goals.
- Assisted with customer requests and answered questions to improve satisfaction.
- Maintained updated knowledge through continuing education and advanced training.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
Vice President
National Administration Inc.
Appleton
05.2015 - 05.2023
- Managed financial operations, overseeing budgeting, forecasting and financial analysis activities.
- Negotiated contracts with vendors for services, products and supplies.
- Exceeded sales goals through upselling and cross-selling within existing client base as well as strategically attracting new business.
- Hired, trained, and mentored staff members to maximize productivity.
- Led strategic planning and execution to enhance profitability and company growth.
- Established performance standards for staff members in order to drive productivity levels up.
- Provided oversight of all departments in order to ensure smooth operation of daily activities.
Education
Bachelor of Science - Accounting
Lakeland University
WI05-2015
Bachelor of Science - Finance
University of Wisconsin, Milwaukee
Milwaukee, WI12-2000
Skills
- Financial analysis
- Contract negotiation
- Customer service
- Project management
- Sales strategy
- Team collaboration
- Employee training
- Budgeting
- Interpersonal communication
- Team management
- Market research
- Presentation skills
Certification
- NQPC
Timeline
Retirement Plan Services
Nicolet Wealth Management
05.2023 - Current
Vice President
National Administration Inc.
05.2015 - 05.2023
Bachelor of Science - Accounting
Lakeland University
Bachelor of Science - Finance
University of Wisconsin, Milwaukee
Similar Profiles
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
Janhavi YADAVJanhavi YADAV
Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)Senior Preferred Relationship Manager at Nuvama Wealth Management (Formerly Known As Edelweiss Wealth Management)
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Dustin RomeneskoDustin Romenesko
Fleet & Facilities Manager at Fox Valley CabFleet & Facilities Manager at Fox Valley Cab
Isma BatoolIsma Batool
Science Teacher at Peshawar Excellence SchoolScience Teacher at Peshawar Excellence School