Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Charity Work
Timeline
Generic

John Tresider

Franksville,WI

Summary

Detail-oriented financial analyst with expertise in financial calculations, organizational accounting, and investment practices. Demonstrated commitment to achieving organizational goals through adaptability and strategic insights. Proven track record of enhancing financial processes to drive growth and efficiency. Aiming to leverage these skills in a dynamic business environment.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Producer

QX Financial
03.2021 - 01.2023
  • Presentation of available policies and benefits to clients
  • Analysis of clients financial need and means
  • Assisting in helping clients plan for future goals and needs
  • Understanding of insurance laws and ethics
  • Contacting potential clients
  • Virtual presentations to clients of products
  • Client needs analysis
  • Sale of insurance policies with a focus on whole life insurance

Implementation Consultant

Transact Campus
12.2019 - 10.2020
  • Presentation and demonstration of credit card and ACH payment software
  • Configuration of payment software for clients
  • Product quality control
  • Project management duties
  • Assisting in organizational innovation and efficiency
  • Self-organization of time tables and project completion dates
  • Sending and responding to emails both internally and externally

Private Antique Sales

Transact Campus
09.2014 - 08.2018
  • Marketing and sales of rare and hard to find items
  • Research of value and market prices
  • Meeting with prospective buyers
  • Price negotiations

Owner/Entrepreneur

ABP Semi Truck Detailing
Racine, WI
09.2001 - 08.2012
  • Managed all aspects of business operations including marketing, accounting, production, project management, customer service, human resources, procurement, quality control, planning, and all other business functions
  • Successfully grew business year-over-year through existing and new business

Education

MBA - Business Administration and Finance Concentrations

University of Wisconsin-Parkside
Kenosha, WI
12.2020

BS - Business Administration with Finance Concentration

University of Wisconsin-Parkside
Kenosha, WI
12.2018

Student - Biological Sciences (Pre-Med Focus)

University of Wisconsin Parkside
Kenosha, WI
12.2014

Skills

  • Skilled in Windows Operating Systems
  • Experienced with Microsoft Office Suite
  • Efficient Data Management
  • Student-side PeopleSoft
  • Project Coordination
  • Web-Based Marketing Strategies
  • Proficient in Organizing Tasks
  • Problem-Solving in Conflicts
  • Effective Decision Making Under Pressure
  • Client Relations
  • Engaged Listening
  • Extensive Sales Background
  • Employee Training
  • Effective Time Management
  • Statistical Analysis
  • Skilled in Virtual Work Environments
  • Remote Client Assistance

Certification

Wisconsin Accident, Health and Life Insurance

Hobbies and Charity Work

  • Animal Rescue – Hoover Hause (German) All Dog Rescue
  • Charity Work – Children’s Hospital Fund Raiser
  • Racine Policeman’s Ball
  • Book Collecting
  • Running Roleplaying games, such as Dungeons and Dragons for large groups

Timeline

Producer

QX Financial
03.2021 - 01.2023

Implementation Consultant

Transact Campus
12.2019 - 10.2020

Private Antique Sales

Transact Campus
09.2014 - 08.2018

Owner/Entrepreneur

ABP Semi Truck Detailing
09.2001 - 08.2012

MBA - Business Administration and Finance Concentrations

University of Wisconsin-Parkside

BS - Business Administration with Finance Concentration

University of Wisconsin-Parkside

Student - Biological Sciences (Pre-Med Focus)

University of Wisconsin Parkside

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John Tresider