Keith Williams
Milwaukee,WI
Summary
Knowledgeable professional with several years of experience bringing planning and problem-solving abilities. Focused on maximizing resource utilization to support scalable operations and increase bottom-line profitability. Organized and systematic with natural relationship-building and leadership talents.
Overview
31
31
years of professional experience
Work History
Financial Planning Operations Lead
Northwestern Mutual
Milwaukee, WI
03.2021 - Current
- Enhanced inputter performance through effective mentoring and support in resolving planning inquiries, alongside independently handling intricate investment allocation plans
- Contributed to various planning initiatives for network offices
- Efficiently managed various job assignments across different programs
- Expanded skill set by mastering programs like Five9, FRM, and Bomgar to effectively handle client interactions via live chat or telephone communication.
Real-Estate Investor
Keith Williams ENT LLC/Positive View LLC
Atlanta/Milwaukee, GA/WI
08.1993 - Current
- Responsible for overseeing the entire process of purchasing, renovating, marketing, and leasing residential properties.
- Managed project funding, ensured adherence to budgets, and excelled in providing top-notch customer service while effectively leading a team of employees
Senior Financial Planner Associate
Northwestern Mutual
Milwaukee, WI
05.2019 - 03.2021
- Managed to QC and Input PX planning daily, with ability to switch over to Illustrations and Framing as needed
- Trained and mentored incoming classes to enhance proficiency
- Efficiently multitasked to run numerous programs simultaneously, ensuring optimal planning and execution.
Financial Planner Associate
Manpower/Adecco
Milwaukee, WI
12.2016 - 05.2019
- Analyzed client information on multiple platforms including Excel, DST Vision, Net X 360, M.A.L.T, Link Net, SRC, CRM, PPA, NGIS, NIS and NM Connect
- Demonstrated critical thinking skills by accurately entering data for client onboarding, account opening, and asset transfers.
- Joined the Distribution Strategy PX team and ICOB in May 2017
- Took on the responsibility of checking PX Plans for quality starting in November 2018
Home Health Aide
Nurturing Concepts LLC
Milwaukee, WI
04.2013 - 11.2015
- Facilitated clients in managing day-to-day household and personal activities
- Maintained accurate records of daily living activities for medical professionals, adhering to HIPAA regulations.
Home Health Aide
Community Home Health Care
Milwaukee, WI
07.2010 - 12.2014
- Facilitated clients in managing day-to-day household and personal activities
- Maintained accurate records of daily living activities for medical professionals, adhering to HIPAA regulations.
Mortgage Loan Originator
C & E Mortgage Group
Milwaukee, WI
06.2004 - 10.2008
- Implemented effective strategies to ensure accurate completion and timely submission of mortgage loan packages.
Education
Concentration in Finance
Strayer University
West Allis, WI12.2014
Some College (No Degree) - Architectural Technology
Milwaukee Area Technical College
Milwaukee, WISkills
- Mentoring
- Analyzing stock market tendencies
- Creative problem solver
- Purchasing and Selling Real-Estate
- Fast learner
- Analytical
- Microsoft Excel
- PowerPoint
- AutoCAD
- Rivit
- Operational Efficiency
- Understanding of customers' needs
References
- Twana Jamison - Current Manager (number)414 388-6619 (work email) Twanajamison@northwesternmutual.com (personal email) Twanajamison@yahoo.com
- Eric Kent - Past Manager (work email) EricKent@northwesternmutual.com
- Doris Martin - Past College Professor (number) 630 709-3312 (personal email) Dorismartin103@gmail.com
Timeline
Financial Planning Operations Lead
Northwestern Mutual
03.2021 - Current
Senior Financial Planner Associate
Northwestern Mutual
05.2019 - 03.2021
Financial Planner Associate
Manpower/Adecco
12.2016 - 05.2019
Home Health Aide
Nurturing Concepts LLC
04.2013 - 11.2015
Home Health Aide
Community Home Health Care
07.2010 - 12.2014
Mortgage Loan Originator
C & E Mortgage Group
06.2004 - 10.2008
Real-Estate Investor
Keith Williams ENT LLC/Positive View LLC
08.1993 - Current
Concentration in Finance
Strayer University
Some College (No Degree) - Architectural Technology
Milwaukee Area Technical College
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