MICHAEL T. KULASKI
Chandler,AZ
Summary
Proactive leader with 18 years of experience in Financial Services industry. Leverages analytical and communication skills with industry knowledge to help clients obtain financial goals and plan for their future. Navigates multiple demands to provide high level of service in fast-paced, deadline-oriented environment. Flexible, adaptable, ethical and high energy team leader with superior communication, relationship management and influencing skills. Proven ability to define problems, collect data, establish facts and draw conclusions.
Overview
19
19
years of professional experience
Work History
Senior Specialist - Associate Wealth Advisor
Charles Schwab & Co
Phoenix, AZ
09.2021 - Current
- Partnered with 2-5 Wealth Advisors to proactively support their practice by servicing, deepening and retaining their virtual client relationships.
- Leveraged client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.
Financial Advisor
Edward Jones
Gilbert , AZ
08.2019 - 07.2021
- Acquired and managed 150 households with investment portfolios by providing one-on-one service when meeting with clients to understand assets, expenses and long-term as well as short-term investment goals to devise personalized financial plan.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
Owner
Mike Kulaski Insurance Insurance Agency
Scottsdale, AZ
12.2017 - 05.2019
- Founded and managed Insurance business, growing over 1,000 households in first year with 7 team members.
- Put together realistic budgets based upon costs and fees for successfully operating business.
- Devised and deployed sales and marketing tactics to drive strategic growth and support achievement of revenue goals.
- Trained and motivated employees to perform daily business functions.
Business Underwriting Specialist
State Farm Insurance
Tempe, AZ
12.2016 - 12.2017
- Monitored underwriting teams performance and provided mentoring to achieve personal and department production goals.
- Met with customers, agents and brokers to negotiate coverage, price and service delivery.
- Completed all paperwork, recognizing any discrepancies and addressing them in timely fashion.
Financial Sales Associate
State Farm Insurance Insurance
Tempe, AZ
09.2011 - 12.2016
- Increased territory sales results by 50% in two years by motivating high-performing sales team through education to agents, seminar selling with agent to clients, client meetings with agent.
- Oversaw financial sales to monitor compliance with legal requirements and company policies, including securities and insurance.
Financial Advisor
Morgan Stanley
Scottsdale, AZ
08.2010 - 06.2011
- Managed 300-500 dials per day for initial client acquisition.
- Assisted clients in achieving financial goals by offering financial products and services.
- Utilizing solutions selling focus, increased client awareness to ensure revenue goals were achieved.
Financial Services Advisor
Stolper Insurance Agency
Elmhurst, IL
01.2006 - 05.2010
- In one year produced $80k in insurance premium qualifying for Exotic Travel via extensive consultative review process generating significant revenue and bonus for Agency.
- Oversaw State Farm portfolio of insurance and financial products utilizing consultative sales process focused on customer requirements.
- Built and deepened productive relationships with prospective and competitive customers to drive sustained growth
Education
Bachelor of Arts - Music
Knox College
Galesburg, ILSkills
- Investment planning
- Trend analysis expertise
- Insurance decisions
- Revenue Generation
- Customer Relations
- Self-motivated professional
- Flexible & Adaptable
Additional Information
- LICENSES , Securities Licenses 7, 66, Life, Health, Property & Casualty
Timeline
Senior Specialist - Associate Wealth Advisor
Charles Schwab & Co
09.2021 - Current
Financial Advisor
Edward Jones
08.2019 - 07.2021
Owner
Mike Kulaski Insurance Insurance Agency
12.2017 - 05.2019
Business Underwriting Specialist
State Farm Insurance
12.2016 - 12.2017
Financial Sales Associate
State Farm Insurance Insurance
09.2011 - 12.2016
Financial Advisor
Morgan Stanley
08.2010 - 06.2011
Financial Services Advisor
Stolper Insurance Agency
01.2006 - 05.2010
Bachelor of Arts - Music
Knox College