HALLE WOLFE
Saint Paul,MN
Summary
Driven marketing professional with experience in both the financial sector and sports industry. Skilled at thriving in fast-paced environments, I leverage creativity and strategic thinking to deliver impactful results and build lasting client relationships. My adaptability, strong work ethic, and passion for innovation make me a valuable asset in any dynamic marketing role.
Overview
3
3
years of professional experience
Work History
Varsity Assistant Coach
Lakeville North High School
Lakeville, MN
07.2024 - Current
13U Volleyball Coach
M1 Volleyball
Bloomington, MN
12.2023 - Current
Client Experience Manager
Smith + Frieberg Financial
Des Moines, IA
01.2022 - 11.2024
- Managed and updated client files in Salesforce, ensuring timely and accurate documentation, compliant with regulatory requirements, and effective record maintenance for disclosures, e-consents, and confidential financial documents.
- Coordinated financial advisor's calendar, scheduling and confirming appointments, optimizing time management, and facilitating seamless client interactions.
- Proactively prepared and organized all materials for client meetings, including running detailed financial illustrations and investment proposals, tailored to meet the needs and goals of each client.
- Demonstrated exceptional organizational skills by managing several tasks and deadlines, provided consistent support in strategic planning, and ensured advisor had all necessary items for client-focused solutions.
- Led client communications, including managing e-signature requests via Adobe and DocuSign, processing changes (address, bank, beneficiary), and sending personalized notes to enhance client relationships.
- Developed and implemented targeted email marketing campaigns, managed periodic client reviews, and contributed to client retention efforts through consistent follow-up and strategic engagement.
Marketing + Promotions Intern
Iowa Wild
Des Moines, IA
09.2022 - 12.2023
- Created a welcoming and exciting atmosphere for fans by actively entertaining and engaging with attendees, ensuring a memorable experience at every game.
- Facilitated and managed interactive games, giveaways, and other fan activities around the concourse, ensuring smooth execution and high levels of participation.
- Represented Iowa Wild at community events such as Farmers Markets, golf tournaments, and races, promoting the organization and strengthening community relations.
- Partnered with the Manager of Game Operations and the game presentation team to foster a positive and cohesive environment, demonstrating reliability and teamwork in a fast-paced, dynamic environment.
Education
Bachelor of Science - Marketing
Drake University
Des Moines12-2023
Skills
- Effective Communication
- Organizational Expertise
- Interpersonal & People Skills
- Team Collaboration
- Critical Problem-Solving
- Leadership Experience
- Technical Aptitude
- Time Management
- Customer Service
- Salesforce CRM, Microsoft 365, Adobe, and more
Timeline
Varsity Assistant Coach
Lakeville North High School
07.2024 - Current
13U Volleyball Coach
M1 Volleyball
12.2023 - Current
Marketing + Promotions Intern
Iowa Wild
09.2022 - 12.2023
Client Experience Manager
Smith + Frieberg Financial
01.2022 - 11.2024
Bachelor of Science - Marketing
Drake University
Similar Profiles
Makayla AddisMakayla Addis
Teacher's Assistant at Primrose School Of Lakeville NorthTeacher's Assistant at Primrose School Of Lakeville North
Mark DraperMark Draper
Varsity Running Backs Special Teams Coordinator at Lakeville South High SchoolVarsity Running Backs Special Teams Coordinator at Lakeville South High School
CAROLINA LAZOCAROLINA LAZO
ESE Paraprofessional at NORTH MIAMI BEACH HIGH SCHOOL (Miami Dade County Public School)ESE Paraprofessional at NORTH MIAMI BEACH HIGH SCHOOL (Miami Dade County Public School)