Karli Klopstein
Portland
Summary
Dynamic and driven professional with a strong track record of building trust, communicating clearly, and delivering results across fast-paced, people-focused environments. Known for a strong work ethic, adaptability, and a solutions-oriented mindset, with the ability to quickly learn new systems and contribute value from day one. Brings enthusiasm, organization, and professionalism to every role, with a commitment to continuous growth and making a meaningful impact within high-performing teams.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Lake Oswego
08.2025 - Current
- Provided personalized financial advice to clients based on their unique needs.
- Developed and maintained strong client relationships through regular communication.
- Educated clients on insurance products and investment options available to them.
- Collaborated with team members to improve service delivery and client satisfaction.
- Developed and managed growth-oriented business and marketing plans.
Travel Agent
AAA
Portland
07.2023 - 08.2025
- Coordinated over 100 domestic and international travel packages for personal clients.
- Generated $1 million in sales by delivering customized travel solutions and upselling premium services.
- Managed travel data across multiple systems to ensure timely bookings for clients.
- Established trust through precise financial management, including invoicing and billing statements.
- Strengthened vendor relationships through meticulous accounting and record-keeping.
Cellar Hand
Stoller Family Estate
Dayton
08.2021 - 12.2022
- Successfully processed 2,200 tons of fruit in just three weeks, meeting tight production deadlines while maintaining high-quality standards and minimizing fruit loss.
- Operated press machinery, including loading, running cycles, performing press pan additions, and managing press transfers to tanks, ensuring optimal juice extraction.
- Managed red fruit processing by running sorting lines, de-stemmer, and must pumps, contributing to higher-quality must.
- Conducted routine maintenance on tools and equipment, reducing downtime by 20% and ensuring smooth operations throughout the winemaking process.
- Led teams for daily additions and inoculations for both small and large-scale fermentation.
- Coordinated thousands of barrel downs, transfers, racking, and blends using centrifugal, positive displacement, and air diaphragm pumps, maintaining precise wine movement and reducing handling errors.
- Performed comprehensive barrel work, including cleaning, filling, and racking, ensuring proper storage conditions and reducing contamination risks.
- Utilized forklift to safely move barrels and equipment, improving operational efficiency and preventing accidents on the production floor.
Education
Bachelor of Science (B.S.) -
Texas State University
San Marcos, TexasSkills
- Multitasking proficiency
- Self-motivation
- Effective communication
- Attention to detail
- Interpersonal skills
- Adaptability
Certification
Life and Health Insurance License
Timeline
Financial Representative
Northwestern Mutual
08.2025 - Current
Travel Agent
AAA
07.2023 - 08.2025
Cellar Hand
Stoller Family Estate
08.2021 - 12.2022
Bachelor of Science (B.S.) -
Texas State University