Stuart Friberg
Thiensville,WI
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with an adaptable approach. Exceptional knowledge in wealth management, insurance planning, estate planning and investments. Highly motivated and continually educates clients on investment strategies, retirement planning, insurance planning, and financial planning. Proven track record helping clients meet financial goals through sound advice and effective portfolio management.
Overview
6
6
years of professional experience
Work History
Financial Advisor
Northwestern Mutual
08.2021 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Monitored and updated financial plans to comply with client goals.
- Prospected for new leads consistently and called these leads each week to schedule new appointments
Professional Cleaner
The Cleaning Authority
12.2018 - 08.2021
- Used time management and efficient cleaning methods to meet deadlines.
- Delivered quality customer service to address urgent needs and cleaning requests.
- Organized and used industrial cleaning products following strict safety procedures.
- Cleaned and sanitized bathrooms, kitchens and other similar areas according to established protocols.
Electrician's Apprentice
Schaefer Power Systems
10.2017 - 08.2018
- Organized materials and tools in to maintain clean and neat work areas.
- Helped complete system installations, digging trenches, and breaking up concrete.
- Pulled wire through conduits and through holes in walls and floors.
- Worked under supervision of Journeyman Electrician to learn trade and develop electrical knowledge.
- Followed all safety procedures and guidelines to promote safety while working on electrical systems.
- Understood and used proper tools and equipment to install and maintain electrical systems.
Education
BBA - Finance
The University of Wisconsin-Milwaukee
Milwaukee, WI12.2022
High School Diploma -
Cedar Grove-Belgium High School
Cedar Grove, WI05.2015
Skills
- Stock Market Understanding
- Equity and Debt
- Retirement Needs
- Industry Research
- Prospective Client Engagement
- Quantitative Analysis
- Ability to work alone or with a team
Timeline
Financial Advisor
Northwestern Mutual
08.2021 - Current
Professional Cleaner
The Cleaning Authority
12.2018 - 08.2021
Electrician's Apprentice
Schaefer Power Systems
10.2017 - 08.2018
BBA - Finance
The University of Wisconsin-Milwaukee
High School Diploma -
Cedar Grove-Belgium High School
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