Graham Gangloff
Lakewood
Summary
Successful Financial Planner with over 3.5 years of experience. Gifted in building client relationships and providing comprehensive strategies for growing wealth. Frequently acknowledged for helping clients exceed profit objectives and grow businesses.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Planning Consultant
JCE Financial, Northwestern Mutual
05.2025 - Current
- Established and deepened existing client relationships through complex financial planning.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Coached and advised financial advisors in business plans and processes to achieve profit objectives.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated financial advisors on financial topics and best practices.
Director of Office & Insurance Operations
Northwestern Mutual
05.2022 - 05.2025
- Calendar management/scheduling appointments
- Preparing prospecting feed lists
- CRM management and data entry
- Maintain client files and manage tracking systems
- Enhanced client satisfaction by providing personalized financial planning services and advice.
- On-boarding new clients
- Collaborated with senior financial planners to develop tailored strategies for clients'' financial goals.
- Streamlined financial plan creation process for improved efficiency and accuracy.
Information Technology Specialist
City of Laporte, United States
01.2021 - 09.2021
- Configure, monitor, and maintain email applications or virus protection software
- Confer with network users about how to solve existing network problems
- Set up network profiles, security permissions and file sharing systems.
- Troubleshot complex hardware and software issues for swift resolution, minimizing downtime for affected users.
- Controlled and managed server room, wireless network, server infrastructure, audiovisual equipment, laptops and video conferencing equipment.
Education
Bachelor of Business Administration - BBA - Business Administration and Management, General
Indiana University South Bend
South Bend, Indiana05-2022
Bachelor of Business Administration - BBA - Business Administration
The University of Toledo
Toledo, OH01-2021
Skills
- Financial Analysis
- Client Communication
- Strategic planning
- Relationship building
- Retirement planning
- Strategic financial planning
- Operations management
- CRM software proficiency
- Financial plan preparation
- Asset allocation
Certification
.
- Life and Health Insurance License - OH Department of Insurance.
- Securities Industries Essentials - FINRA
Timeline
Financial Planning Consultant
JCE Financial, Northwestern Mutual
05.2025 - Current
Director of Office & Insurance Operations
Northwestern Mutual
05.2022 - 05.2025
Information Technology Specialist
City of Laporte, United States
01.2021 - 09.2021
Bachelor of Business Administration - BBA - Business Administration and Management, General
Indiana University South Bend
Bachelor of Business Administration - BBA - Business Administration
The University of Toledo