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Assistant to Robert Landaas, primarily supported his book of clients consisting of over one billion dollars under management. Prepared for advisory client meetings including: running reports, reconciled client data versus system data, researching appropriate investments.

Sales support and client service roll. Assisted clients with all aspects of business from account opening to transfers to problem resolution of all types. Took impromptu client meetings as a Financial Consultant when needed, guided clients in financial decisions using Schwab's One Source Mutual Fund list and Schwab Equity Ratings. Supported an internal staff of seven Financial Consultants and the Branch Manager. Responsible for training new hires and maintaining general compliance in the Milwaukee Branch Office.

Registered Representative in a role focused primarily on sales support and client service. Duties included preparing client reports using Morningstar Principia as needed. Also prepared internal sales reports for growth tracking on a daily basis using Cognos Impromptu and Powerplay. Assisted clients as an Investor Center and Call Center, Mutual Fund Investment Counselor when needed.