Michael Holmstrom Email & Phone Number

Madison, Wisconsin, Us

•Led end-to-end development of registered index linked annuity products, overseeing ideation, design, and successful launch.•Conducted thorough competitive analysis within the wealth management industry, delving into pricing structures, product positioning strategies, and crafting compelling sales narratives based on market insights. •Collaborated with internal and external partners to develop user-friendly consumer-facing product tools, enhancing accessibility and usability for a seamless customer experience.

Madison, Wisconsin, Us

•Served as the subject matter expert on direct-to-consumer (DTC) initiatives, specializing in the development of life insurance product illustrations and validation tools to enhance accuracy and effectiveness.•Led competitive analysis initiatives, evaluating life insurance products, pricing models, and performance metrics against industry benchmarks, ensuring strategic alignment and market competitiveness.•Delivered balanced scorecard reporting encompassing cross-functional key performance metrics, incorporating sales, underwriting, and experience data to ensure comprehensive and informed decision-making.

Middleton, Wisconsin, Us

-Demand Manager for $500M+ annual revenue consumer goods company. Lead role in cross functional Integrated Business Planning (IBP) process to develop action plans to close gaps and analyze performance relative to budget, strategic goals, and analyze performance.-Lead role in SAP APO system implementation, design, and procedures.-Develop and maintain 24 month forecast in units, sales, and standard variable margin-Prepare market and sales data for high level presentations for internal and external uses-Analyze sales, margin, and ROI to make recommendations on programs and projects to Executive Leadership

Middleton, Wisconsin, Us

-Analyze POS data, inventory, and determine optimal product assortments at major retailers-Review product performance versus company objectives, forecast, and budget-Conduct ROI analysis to ensure marketing plans and promotions are viable-Analyze pricing and comp shops to ensure products are properly positioned in the marketPrepare product line review and new product presentations for key accounts.

Bachelor'S Degree, Finance

Master'S Degree, Business Administration And Management, General