Chris Stelzer Email & Phone Number

Fort Atkinson, WI, US

Fitchburg, WI

Manage new item process development program for multiple company sales channels, with specific focus on Retail consumer products. Work with peer Project Managers on continuing build out of project management platform. Capture KPI and industry data for further ideation of future growth focus.Work with the marketing team to increase sales through new product.

Served as the Lead Project Manager for key initiatives, including national conferences and training campaigns. Acted as a subject matter expert for event coordination by developing pre-event communication and registration websites; producing videos and PowerPoint presentations; and establishing comprehensive event agendas. Exemplified interpersonal skills.

Jefferson, WI

Established and expanded a personal insurance agency from scratch to attain an expansive base of 800 nationwide clients over a 4 year period. Recruited staff and built client relationships based on trust and rapport. Maintained a comprehensive knowledge of personal auto, home, and life insurance products to educate clients.

Demonstrated exemplary leadership skills by directing multiple projects, as well as related marketing campaigns and small-to- large scale events to enhance regional awareness. Spearheaded a $1M project with Habitat for Humanity, which entailed coordinating the build of 10 homes annually in Milwaukee, overseeing an annual project budget of $700K, and.

Coordinated and oversaw multi-million- dollar fundraising campaigns and events. Engaged with donors to deliver quality advice on establishing trusts, annuities, and life insurance policies with the college as the beneficiary. Consistently achieved or surpassed the college’s established annual goal of $150K in new direct donations every year during tenure.

Managed approximately $1.3M in client assets. Educated customers on the benefits and specifications of numerous personal insurance and investments products.