Keith Haegele

Keith Haegele Email and Phone Number

Operations @ Great Lakes Fund Solutions, Inc.
lake villa, illinois, united states
Keith Haegele's Location
Cary, Illinois, United States, United States
Keith Haegele's Contact Details

Keith Haegele work email

Keith Haegele personal email

n/a

Keith Haegele phone numbers

About Keith Haegele

Skilled business professional with over ten years of administrative experience in financial services and customer service. Versatile, Focused, and Able. I find ways to increase efficiency through organizational skills. Motivated to learn new technologies and skills in a changing environment. I enjoy playing a role in helping clients achieve their goals. Contact me at k.haegele@comcast.net

Keith Haegele's Current Company Details
Great Lakes Fund Solutions, Inc.

Great Lakes Fund Solutions, Inc.

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Operations
lake villa, illinois, united states
Website:
glfsi.com
Employees:
20
Keith Haegele Work Experience Details
  • Great Lakes Fund Solutions, Inc.
    Operations
    Great Lakes Fund Solutions, Inc. Jun 2018 - Present
    Lake Villa, Illinois, United States
    • Collaborate with clients and coworkers to solve problems and plan solutions to improve communications with investors, financial advisors, broker, and fund sponsors involved with the sales and creation of the investment program• Responsible for monthly reporting of clients' investments to custodians using the DTCC Alternative Investment Products (AIP) platform• Take phone calls and emails to help the end investor or their financial advisor.
    View
  • Good Sense Movement
    Social Media Manager (Volunteer)
    Good Sense Movement Jun 2016 - Mar 2023
    Crystal Lake, Il
    * Publish tweets for Twitter, Facebook, and LinkedIn to promote the Good Sense Movement and financial responsibility * Create ads utilizing Google AdWords to drive traffic to our website
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  • Retireup
    Retirement Planning Specialist
    Retireup Sep 2016 - Jan 2018
    Libertyville, Il
    * Assist and educate Financial Advisors on using our software for retirement income planning* Give demonstrations on how to utilize our software to new prospective clients* Review client plans with the advisor to ensure all the data is entered properly for the client presentation.* Problem solve cases where the advisor is having issues with the software results
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  • Efg Advisors, Llc
    Practice Administrator
    Efg Advisors, Llc 2014 - 2016
    Schaumburg, Il
    • Client account set up, maintenance, and daily service requests• New application processing for insurance, annuities, and brokerage accounts• Weekly appointment preparation generating various reports• Manage and support critical software applications: RedTail, Emoney, Albridge, Charles Schwab• Create client reports and maintain compliance files for submission to Broker/Dealer
  • Phase 3 Advisory Services
    Staff Planner
    Phase 3 Advisory Services 2005 - 2013
    * Develop financial plans with recommendations for clients to obtain their goals* Use Morningstar software to evaluate investment performance and risk in client's 401(k) portfolios. * Make recommendations for better diversification and lower risk, if necessary * Created an Excel spreadsheet for tracking 401(k) clients with necessary tasks to be completed* Life & Health Insurance processor, including obtaining quotes and illustrations * Developed an Estate Planning Summary Guide for clients to save time and money by having information readily available * Developed a Power Point presentation to sell the Estate Plan guide to clients* Developed a cost/benefit analysis worksheet for Long Term Care Insurance for clients to better understand the value of insurance* Create Investment Policy Statements for clients to understand investment risk
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Keith Haegele Skills

Retirement Planning Strategic Financial Planning Investments Team Building Insurance Customer Service Leadership Microsoft Excel Asset Allocation Mutual Funds Outlook Conscientious Portfolio Management Budgets Microsoft Word Retirement Estate Planning Time Management Resourceful Team Player Who Excels At Building Trusting Relationships Customer Relations Employee Benefits Financial Planning Customer Relationship Management Training Management

Keith Haegele Education Details

Frequently Asked Questions about Keith Haegele

What company does Keith Haegele work for?

Keith Haegele works for Great Lakes Fund Solutions, Inc.

What is Keith Haegele's role at the current company?

Keith Haegele's current role is Operations.

What is Keith Haegele's email address?

Keith Haegele's email address is k.****@****ast.net

What is Keith Haegele's direct phone number?

Keith Haegele's direct phone number is +122440*****

What schools did Keith Haegele attend?

Keith Haegele attended University Of Wisconsin-Green Bay, College For Financial Planning.

What are some of Keith Haegele's interests?

Keith Haegele has interest in Investments, Golf, Travel.

What skills is Keith Haegele known for?

Keith Haegele has skills like Retirement Planning, Strategic Financial Planning, Investments, Team Building, Insurance, Customer Service, Leadership, Microsoft Excel, Asset Allocation, Mutual Funds, Outlook, Conscientious.

Who are Keith Haegele's colleagues?

Keith Haegele's colleagues are James Cassidy, Kristy Jurey, Denise Yard, Emily Peters, Mark Lancaster, Edward Gurgul, Monica Hendry.

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