Kristel McHugh
Madison,WI
Summary
Passionate financial education expert looking to find innovations within the financial industry to provide transformative education. Excited to change the narrative around finances and help people heal their relationship with money to decrease generational poverty, minimize financial stress, and undo financial trauma.
Overview
12
12
years of professional experience
Work History
Financial Education Specialist
Summit Credit Union
Madison, WI
10.2012 - Current
- Worked with customers to determine needs for products and services, exceeding sales goals year over year
- Worked with internal departments and over 80 community partners to create and to promote outreach and education efforts, both internally and externally
- Developed innovative programs and activities based on analysis of community needs and interests
- Created and presented content for live workshops, virtually and in person, for diverse audiences
- Communicated updates and requirements between internal and external stakeholders to keep parties informed of project progress, with accountability to resolve issues and move projects forward
- Gathered data, modeled trends, and produced detailed reports outlining findings and recommendations to improve support programs, company culture, and best business practices.
- Provided one-on-one coaching that led to customers increasing savings, decreasing debt, and noting healed relationship with money
- Trained community partners to provide coaching to their members; created for them best practices, facilitation guides, and activities to work with
Business Development Officer
Savory Accents
Madison, WI
04.2011 - 01.2013
- Lead initiatives for sustainability best practices and resilience plans by creating new products, reducing waste, and creating and diversifying revenue streams, leading to increased revenue and decreased costs
- Established and maintained long-term partnerships with internal business partners and external industry partners
- Exceeded business to business sales goals by 35% annually, highest for company
- Delivered campaigns to solidify new client opportunities and generate new business.
- Created strong cross-functional relationships to support goals, initiatives, performance metrics, and plans.
- Consistently exceeded quotas through penetration of new accounts.
Education
Master of Arts - Social Innovation And Sustainability Leadership
Edgewood College
Madison, AR12.2021
Data Analytics Certificate -
Google
Online06.2022
Skills
- Project Tracking
- Program Management
- Stakeholder Engagement
- Powerpoint
- SQL
- Learning Management Systems
- Content Creation
- Public Speaking
- Community Development
- Program development
- Technical Knowledge
- Data Analysis
Timeline
Financial Education Specialist
Summit Credit Union
10.2012 - Current
Business Development Officer
Savory Accents
04.2011 - 01.2013
Master of Arts - Social Innovation And Sustainability Leadership
Edgewood College
Data Analytics Certificate -
Google
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