Financial professional seeking a hybrid wholesaler opportunity to build relationships within an assigned territory and make a positive contribution to the overall growth within the distribution channel.
Provide sales solutions, product guidance, sales tools and application support to agents nationwide under a specific distribution channel. Led all internal sales consultants in total inbound call support during 2024.
Worked on cash, fixed assets, accounts payable, debt, income statement, control understandings, accrued expenses, accounts receivable and equity. Broad experience with clients in manufacturing, healthcare, technology, real estate, private equity and retail.
Worked in the club shop interacting with members on a daily basis and participating in various club related projects. Responsibilities included teaching youth golf lessons and assisting in the Iowa High School State Golf Championship.
Assisted in auditing clients in manufacturing, retail and technology.
Responsibilities include gathering support for audits, officer travel and entertainment audit, SOX inventory cycle count audit, SOX automated expense controls audit and special projects.
Culture and relationship building
Collaborative focused
Learning and growth mindset
Process and goal oriented
Life insurance knowledge
Microsoft office suite proficiency