Devan Wrege
Black Earth,WI
Summary
Results-driven with strong regulatory knowledge and document drafting skills. Known for effective communication and collaboration, enhancing member education on investment options while streamlining processes for improved efficiency.
Overview
7
7
years of professional experience
3
3
Certifications
Work History
RIS Specialist
WEA Member Benefits
Madison, WI
04.2023 - Current
- Educated members on investment choices and risks within retirement accounts and executed trades as requested.
- Addressed member inquiries regarding trades, fees, transactions, taxes, and beneficiary processes.
- Trained new employees on operational procedures, system usage, and applicable industry knowledge.
- Reviewed documents for compliance with regulations and ensured user-friendly access for members.
- Updated and drafted new documents to enhance processing efficiency.
- Provided updates on major projects and organizational events during interdepartmental meetings.
Financial Representative
Northwestern Mutual
Middleton, WI
12.2020 - 03.2023
- Assisted clients in identifying financial goals and needs.
- Analyzed financial data to create personalized holistic financial plans.
- Developed strong client relationships through regular communication and support.
- Facilitated client meetings to review and adjust financial strategies as needed.
- Maintained up-to-date knowledge of industry trends and regulations.
- Developed and managed growth-oriented business and marketing plans.
0311 Infantry Rifleman
United States Marine Corps
Madison, WI
06.2015 - 06.2021
- Volunteered for various training programs and schools to broaden knowledge and skills.
- Used knowledge gained during training and school to lead Marines and successfully complete tasks during drill weekends and annual training.
Personal Banker
Associated Bank
Madison, WI
06.2019 - 12.2020
- Assisted clients with account openings and financial product inquiries.
- Handled cash transactions, deposits, and withdrawals efficiently.
- Maintained compliance with banking regulations and company policies.
- Cross-sold banking products such as credit cards, loans and investments.
Education
Bachelor of Science - Project Management
Colorado State University
Fort Collins, CO10-2020
Skills
- Regulatory knowledge
- Document drafting
- Project collaboration
- Process improvement
- Employee training
- Risk analysis
- Effective communication
- Customer education
Certification
Series 6
Series 63
SIE Exam
Timeline
RIS Specialist
WEA Member Benefits
04.2023 - Current
Financial Representative
Northwestern Mutual
12.2020 - 03.2023
Personal Banker
Associated Bank
06.2019 - 12.2020
0311 Infantry Rifleman
United States Marine Corps
06.2015 - 06.2021
Bachelor of Science - Project Management
Colorado State University