Kyle Hauenstein, Mpa Email & Phone Number

Iowa, United States

Northern Iowa

➤ On-line Accounting Instructor➤ On-line Professionalism Instructor➤ D2L management system

Iowa

➤ Currently with Clarion-Goldfield-Dows Community School District➤ Project Lead the Way Certified Instructor➤ Career and Technical Leadership Committee➤ Positive Behavior Interventions and Supports (PBIS) Leadership Committee➤ Taught courses in Personal Finance, Accounting, Marketing, and Computer Science.

Burlington, Iowa, United States

➤ Designing, implementing and communicating investment strategies for individuals, for-profit and not-for-profit organizations, and employers.➤ Providing guidance to clients through the full spectrum of financial planning through portfolio management, investment analysis, and relationship management as well as estate planning, setting financial goals, budgeting, and growing wealth.➤ Leading a team of 6 Wealth Advisors on analysis, development, and investment strategies for client portfolios to deliver results and drive a consistent client experience.➤ Collaborating with the Senior Vice President to design and implement the investment process and discipline for the Wealth Management group including maintaining disciplined asset allocation strategies for clients.➤ Conducting due diligence on investment funds and asset managers while communicating investment philosophy, vision, process and delivery to team members, clients, prospects, internal bank partners, or centers of influence.➤ Working closely with Wealth Advisors to manage client expectations and transactions as well as directly managing the investment function and portfolios for a select group of large and sensitive high net worth clients.➤ Development, recommendation, and execution of investment objectives, risk tolerance, and strategies for client portfolios as well as in developing the Investment Policy Statement for clients and prospects.➤ Providing investment portfolios analysis for prospective clients including administering and servicing retirement plan options.➤ Participating in the development of new investment business, preparation of commentary to be distributed to clients and prospects from the Wealth Management group, and contributing to the investment committee.

Greater Denver Area

➤ Advised over 400 clients and bringing in 300 new prospects with more than $120M in assets for financial consultations on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement.➤ Applied an extensive understanding of the competitive market and developed strategic direction and business development plans to support revenue goals to obtain P&L results, sales, and growth targets including expansion efforts.➤ Managed, developed, and expanded client relationships, gathered referrals, built a lead pipeline, and targeted specific niche markets for wealth planning, investment strategies, and acquiring financial products for client accounts.➤ Consulted with clients on wealth management strategies based on their financial and investment goals while developing ongoing long-term relationships through providing financial education and recommending solutions.➤ Analyzed data as well as developed and delivered presentations to executive team and senior management focusing on trend analysis, market developments, and recommended courses of action to capitalize on opportunities.➤ Worked closely with the executive team and functional managers to advise on strategy, reporting, and budgeting based on comparing financial forecasts to actual financial performance and interpreted results or variances.➤ Complied with all legal or regulatory requirements including licensing and registrations while maintaining a high level of exposure and awareness on changes with federal or state regulations and the political environment.➤ Designed and executed marketing plans, proactively helped clients stay on track to achieve their financial goals, provided ongoing guidance on necessary course corrections, and followed high standards of professional ethics.

Anna, Il

➤ Taught courses in Contract and Employment Law, Accounting, Advanced Accounting, Finance, and Website Design.➤ Managed website building, design, and maintenance while serving as senior business analyst for core integration projects as well as integrated Science Concepts into business process documentation.➤ Instructed high school students in principles of accounting and finance and provided real-world insight from previous work experience and employed high-quality resources such as videos, podcasts, simulations, or websites,➤ Developed and implemented lesson plans according to curriculum, conducted ongoing assessments of student achievement through formal and informal testing, and developed as well as enforced classroom rules or procedures.➤ Instructed and demonstrated how to apply knowledge and to develop skills, monitored students' progress, assigned tasks, graded assignments, and discussed students' progress with parents, students, or counselors.➤ Helped students explore and prepare to enter a specific occupation in accounting or finance by using a variety of teaching techniques to help students learn and develop skills related to specific careers.➤ Taught assigned class material in accordance with learning objectives that are developed by the department as well as communicated with students outside of class to provide supplementary instruction when necessary.➤ Communicated class content to students so that learning occurred, skills were developed, and students were motivated to learn and achieve their educational objectives while supporting and enhancing the student learning experience.

AmeriCorps Fellow – Land of Lincoln AmeriCorps – 08/2006 to 08/2008Project Team Lead – City of Carbondale – 05/2006 to 08/2006Assistant Manager – Southern Illinois University Student Housing – 01/2005 to 05/2006

Master Of Professional Accountancy, Accounting

Bachelor Of Science - Bs, Workforce Development And Training: Business Education