Rae VanMilligan
Fayette,IA
Summary
MBA graduate and Financial Advisor Associate experienced in client-facing financial planning. Proven track record in process improvement and strong organizational capabilities. Expertise in managing financial data, facilitating client communication, and coordinating administrative tasks. Ready to leverage detail-oriented and problem-solving skills in a dynamic finance operations environment.
Overview
1
1
year of professional experience
Work History
Associate Financial Advisor
Northwestern Mutual
Fayette, Iowa
05.2024 - Current
- Manages scheduling and prepares detailed financial planning analyses for a book of 3,000+ clients, maintaining accuracy and timeliness.
- Maintains and updates client financial records, ensuring data integrity, and resolving client questions.
- Implemented process improvements, reducing administrative time, and enhancing operational efficiency.
- Collaborates to support client billing inquiries and follow-up communications.
- Utilizes Microsoft Office and CRM software to input and manage financial data.
- Prepared investment performance reports for client portfolios using software applications.
- Developed customized financial plans for clients based on their individual needs and goals.
Education
MBA - Business Administration
Upper Iowa University
Fayette, IA05.2025
BS - Business Administration with Emphasis in Finance
Upper Iowa University
Fayette, IA05.2024
Associate of Science - Business Administration
McCook Community College
McCook, NE05.2022
Skills
- Financial reporting and data management
- QuickBooks (training in progress)
- Microsoft Office Suite and Customer Relationship Management (CRM) software
- Organization and time management
- Attention to detail and problem-solving
- Client-facing consultant services
- Insurance product knowledge
- Financial advising
Awards
- Academic All-Conference Honors - Upper Iowa University (2023-2025)
- Iron Peacock Award - Upper Iowa University (2024)
- Dean’s List every term, while balancing full time academics, athletics and university leadership roles.
- President's Award - McCook Community College (2022)
- All-Nebraska Academic Team Phi Theta Kappa - McCook Community College (2022)
- Teammate of the Year - McCook Community College (2021)
Activities
- Vice President, Student Athlete Advisory Committee – Upper Iowa University (2024–2025) Organized campus events; led fundraising and volunteer engagement
- Student-Athlete, Softball Team (2022–2025)
- Student Ambassador – Upper Iowa University (2022-2025) Represented the university at campus events and helped guide prospective students and families around campus
- Student Body President - McCook Community College (2021-2022) Attended college board meetings, planned campus events, and represented student interests
- Vice-President of Leadership for Phi Theta Kappa - McCook Community College (2022)
Accomplishments
- Led fundraising initiatives that generated over $50,000 to support essential updates for the softball program – Upper Iowa University (2022–2025)
- Coordinated the collection of entertainment supplies benefiting children at the Iowa Children’s Hospital – SAAC, Upper Iowa University (2024–2025)
- Planned and executed a community-wide Trunk or Treat event for local families – McCook Community College (2021)
- Led a winter clothing drive to support students in need of essential cold-weather gear – McCook Community College (2021)
- Organized and promoted successful campus blood drives – McCook Community College (2021–2022)
Timeline
Associate Financial Advisor
Northwestern Mutual
05.2024 - Current
MBA - Business Administration
Upper Iowa University
BS - Business Administration with Emphasis in Finance
Upper Iowa University
Associate of Science - Business Administration
McCook Community College
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