Summary
Overview
Work History
Education
Skills
Languages
Timeline
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SPENCER DISSEL

Milford

Summary

Dynamic finance professional with a diverse background in operational support and air traffic control. Specializes in developing tailored financial plans that meet client needs while enhancing team efficiency and compliance. Demonstrates strong decision-making and leadership skills, driving successful project execution and client satisfaction.

Overview

8
8
years of professional experience

Work History

Financial Representative

Northwestern Mutual
Cincinnati
11.2025 - Current
  • Facilitated client meetings to identify and align financial goals with tailored strategies.
  • Developed personalized financial plans aligned with diverse client needs.
  • Educated clients on insurance products and retirement planning options, empowering informed decision-making.
  • Analyzed market trends to identify investment opportunities for clients.
  • Managed client portfolios, ensuring compliance with industry regulations.
  • Conducted risk assessments to effectively tailor financial solutions.
  • Collaborated with team members to streamline service delivery processes, enhancing client satisfaction.
  • Assisted clients in comprehending complex investment concepts and terminology.

ASR

Red Bull Distribution
Cincinnati
03.2025 - 11.2025
  • Resolved customer issues through knowledgeable service, increasing customer satisfaction.
  • Identified customer needs promptly to enhance service delivery.
  • Provided attentive face-to-face and phone service, fostering positive customer interactions.
  • Collaborated effectively with diverse teams to achieve goals and resolve product-related issues.
  • Proposed innovative solutions that enhanced team performance and outcomes.
  • Executed day-to-day duties with precision and efficiency.

Finance Intern

First Command
Corpus Christi
06.2023 - 01.2025
  • Assisted in preparation of financial reports and statements, ensuring clarity for management review.
  • Ensured accuracy of financial databases by updating information regularly.
  • Collaborated with internal teams and clients to achieve financial objectives, enhancing project outcomes.
  • Presented financial data analysis findings in team meetings, supporting informed decision-making.
  • Shadowed senior finance professionals to gain insights into industry best practices.

Air Traffic Controller

United States Navy
Kingsville
02.2020 - 01.2025
  • Made accurate and confident decisions to establish priorities and successfully manage emergency situations.
  • Monitored and directed aircraft, reducing delays and prioritizing safety in high-pressure situations.
  • Provided flight path changes and directions to emergency landing fields for pilots traveling in bad weather or in emergency situations.
  • Read precision radar correctly to make accurate judgments about control needs.
  • Supervised junior staff and controllers to enhance team operations and ensure effective communication.
  • Processed flight plan data and maintained logs of communications.
  • Collaborated with peers and staff to foster a supportive and cooperative work environment.

Automotive Detailer

Enterprise Rent-A-Car
Beavercreek
08.2018 - 02.2020
  • Ensured optimal team performance by maintaining machinery and equipment in working order.
  • Monitored and adhered to safety regulations while using personal protective equipment at work sites.
  • Identified and reported hazardous conditions to maintain a safe work environment.
  • Reviewed work orders and followed instructions to prioritize tasks and keep workflows moving smoothly.
  • Transported items between workshops and customer locations to facilitate timely service.
  • Managed inventory and reordered supplies to ensure availability for operations.

Education

MBA -

Florida State University
Tallahassee, FL
08-2026

Bachelor of Science (B.S.) - Accounting

American Public University System
Charles Town, WV
12-2023

Skills

  • Financial analysis
  • Risk assessment
  • Client relationship management
  • Client service excellence
  • Reporting documentation
  • Data organization
  • Effective time management
  • Decisive decision-making
  • Strategic planning
  • Team collaboration
  • Leadership motivation

Languages

English, Native

Timeline

Financial Representative

Northwestern Mutual
11.2025 - Current

ASR

Red Bull Distribution
03.2025 - 11.2025

Finance Intern

First Command
06.2023 - 01.2025

Air Traffic Controller

United States Navy
02.2020 - 01.2025

Automotive Detailer

Enterprise Rent-A-Car
08.2018 - 02.2020

MBA -

Florida State University

Bachelor of Science (B.S.) - Accounting

American Public University System
SPENCER DISSEL