Clancy Cramer, Cfp® Email & Phone Number

Madison, Wi, Us

Wisconsin, United States

Helping Wisconsin teachers and their families advance and protect their financial well-being.They're awesome.

Wisconsin, United States

Stevens Point, Wisconsin, United States

Helping households transition into a work optional lifestyle. Teaching smart clients how investment strategies work within their goals and communicating where the bends in the road could exist.

Stevens Point, Wisconsin, United States

Stevens Point, Wisconsin, United States

Creates an understanding of insurance policies regarding pandemic for clientsAsks the right questions about the customer needs and the trip to determine which AIG Travel insurance products would be best suited for the customerDiffuses conflict escalations while maintaining trustAchieved record like customer service responses within the first weeksEducates the customer on the different products, explains the benefit of each product, and how the product directly relates to the customer's specific travelCompletes the sales process with the customer and the selected productsAssists with current customers that may face an emergency during travel

United States (Remote)

Contacted potential clients to establish rapport and arrange meetingsImplemented new marketing initiativesResearched organizations and individuals to find new opportunitiesIncreased value of current customers while attracting new ones.Found and developed new markets and improved sales.Attended conferences, meetings, and industry events.Developed Deals and Estimates for clients.Set goals and business objectives and ensured they were met.Helped team members develop their skills.

Madison, Wisconsin Area

While overseeing all coffee quality, I worked along with the CEO to encourage our managers to lead their teams to success. We do this through collaboration and empowering them. My role is to help people adventure through the coffee industry while living good lives outside of work.

Nelsonville, Wi

Scheduled employees meeting demands of the season● Created Standard Operating Procedures● Developed organizational and administrative efficiencies● Designed Emergency procedures● Purchased inventory for service● Drafted Job Descriptions for review by ownership● Provided strategic production and staffing suggestions

Pasadena, Ca

Pasadena, California

Southern California

Long Beach, California

Small Batch Micro Roaster. Specializing in Wholesale services.Current responsibilities: Main Production, Creative director, Quality control, and Education.

Long Beach, California

Long Beach's highest volume cafe. I became experienced on an espresso machine logging in at least 10,000 hours.I worked as a barista, became shift lead and then Head Trainer. I helped open two new locations and added to the creative vision of the company.