Chris Kepler Email & Phone Number

Madison, Wi, Us

Milwaukee, Wisconsin, United States

• Developed study strategies and utilized best practices to prepare for SIE, Series 7, and Series 66 exams through STC.• Collaborated with mentors to enhance financial knowledge and skills for effective client advisory.

Pewaukee, Wisconsin, United States

• Managed client contact management strategy to deepen relationships and achieve financial goals.• Prioritized and completed multiple assignments with quality and timeliness.• Handled all client communication in a fast-paced office environment.• Processed branch expenses and maintained branch-office record keeping.

Waukesha, Wisconsin, United States

• Maintained an organized and clean environment for student athletes in the weight room at Carroll University.• Monitored and assisted guests using the facility, ensuring a safe and welcoming atmosphere.• Assisted with tours of the weight room for prospective students, showcasing the facilities and equipment available.

Merrimac, Wisconsin, United States

• Managed schedules and collaborated with team members at Devil's Head Resort & Convention Center to ensure efficient department operations.• Interacted with 500 customers daily to provide exceptional service and enhance their experience.• Developed strong leadership, time management, and customer service skills in a fast-paced environment.

Bachelor'S Degree, Finance, Senior

Activities and Societies: Bill Yersin Business Scholar, RecSports, Weight Room Student WorkerRelevant Courses Completed: - Applied.

High School Diploma

Activities and Societies: Hockey, Baseball, FBLA