David Zehner, Ricp® Email & Phone Number

Appleton, Wisconsin, United States

• Build out financial plans and analysis for our clients • Help client onboarding process for our integrated solutions• Investment Research for different portfolio models• Client facing in regards to investment rollovers, account openings, retirement account set ups• Auditing around tax season for income limits, recharacterizations, contributions• Creating a consistent process for onboarding and client experience with our firm• Mini compliance officer to overlook our operations from a regulation standpoint

Appleton, Wisconsin, United States

• Prepared all materials and information financial professionals need to support the investment client onboarding process• Opened/funded investment accounts• Processed investment service requests such as funds disbursements, account transfers and trade correction requests• Documented transaction costs and rational as needed• Processed and distributed daily mail• Coordinated daily investment check deposits

Appleton

• Building personal business practices while managing my time with clients, prospects, and management meetings• Assessing clients current financial situations and creating a personal, affordable financial plan to help meet the needs of my clients• Participate in managerial meetings to set goals• Networking with prospective clients• Apart of the leadership development team and study group with peers

• Greet guests at check-in, customer service duties, responsible for running POS cash register, stock merchandise, maintain clean and orderly workstation• Perform additional duties as needed including bartending, assist with opening and closing Pro-Shop, preparing carts for day

Oshkosh, Wisconsin Area

• Worked directly with customers from around the U.S. in a contact center calling into Eastbay, Footlocker stores, Champs Sports, Footaction and Six:02• Assisted with placing orders, catalog requests/returns, and questions/concerns• Utilized an electronic database for communication• Experienced working during high demand times of year including back to school and holiday

Master Of Quantitative Economics, Economics

Bachelor Of Business Administration - Bba, Finance, General

Bachelor Of Business Administration - Bba, Finance, General

• Completed courses in Marketing and Firm Valuation • Gained a global perspective and learned from a different culture • Traveled.