Summary
Overview
Work History
Skills
Timeline
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PatrickKlenner

Holly,MI

Summary

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Overview

28
28
years of professional experience

Work History

Finanacial Advisor

Thrivent
09.2007 - 07.2025
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.

Mnager

Home Depot
06.2004 - 08.2007
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Cross-trained existing employees to maximize team agility and performance.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Controlled costs to keep business operating within budget and increase profits.
  • Developed a strong company culture focused on employee engagement, collaboration, and continuous learning opportunities.
  • Improved safety procedures to create safe working conditions for workers.

Store Director

CVS Caremark
06.2004 - 08.2007
  • Exceeded company targets consistently through proactive monitoring of KPIs and execution of corrective action plans when needed.
  • Conducted regular performance evaluations for staff members, identifying areas for growth and development.
  • Collaborated with other Store Directors on regional initiatives aimed at increasing brand presence in local markets.
  • Protected store from loss or theft by setting and enforcing clear security policies.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
  • Optimized merchandising layouts based on shopper insights and market trends leading to enhanced product visibility.
  • Addressed customer concerns promptly and effectively, resulting in increased loyalty and repeat business.
  • Analyzed sales data to identify trends and opportunities for improvement, adjusting strategies accordingly.

Manager

Best Buy
08.1997 - 06.2004
  • Developed and maintained relationships with customers and suppliers through account development.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
  • Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
  • Improved marketing to attract new customers and promote business.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
  • Oversaw inventory management, optimizing stock levels, and reducing waste.

Skills

  • Investment advice
  • Relationship building and management
  • Sales expertise
  • Analytical thinking
  • Sales and marketing
  • Risk assessment
  • Retirement needs
  • Insurance planning

Timeline

Finanacial Advisor

Thrivent
09.2007 - 07.2025

Mnager

Home Depot
06.2004 - 08.2007

Store Director

CVS Caremark
06.2004 - 08.2007

Manager

Best Buy
08.1997 - 06.2004

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PatrickKlenner