Nicholas Meyer Email & Phone Number

Brookfield, Wisconsin, United States

• Financial Services Manager - May 22 - CurrentPre-owned Sales Consultant - May 21 - May 22
• Experienced in direct customer relationship building to provide clients with a fast stress free purchase.
• Coordinating a detailed vehicle delivery process with clients, management heads, and sales staff to ensure high customer satisfaction, creating client loyalty for the dealership.
• Utilize customers personal information in order to structure and provide ideal interest rates, loan term, and payment comfortability through qualifying lender support. Through direct lender support with credit buyers.
• Provide staff and customers with month to month interest rate averages based on current economic standards utilizing over 40 different banks and credit unions. Using different program guidelines financial management.
• Set dealership record-breaking statistics through personal salesmanship on finance and insurance products.

Greater Milwaukee Area

• Valet – June 2018 – May 2022
• Trainer – Teach new employees how to properly record financial transactions and customer information while instructing how to interact with customers on a personal trusting basis
• Manage employee flow between multiple valet locations throughout the Milwaukee area
• Schedule check-in and check-out rush times with hotel management to ensure customer satisfaction
• Record, analyze, and review payment transactions for account management per location
• Manage and secure over 150 customer cars each day independently or in 3-4-person teams

Wauwatosa, Wisconsin, United States

Greater Milwaukee Area

• Wealth Management Intern – June 2019 – November 2019
• Shadow the CFO in fiduciary oversight and institutional consulting services in 401(K) education
• Planned the Second Annual Milwaukee Fiduciary Summit, analyzing over 2,400potential new clients for 401(K) programs through Morgan Stanley Online, EFast 5500, LinkedIn
• Provided a wide range of investment banking, securities, and 401(K) plans to businesses in the greater Milwaukee area by planning and creating company specific Request for Proposal documents for the CFO
• Maintained CRM records using Morgan Stanley 3D to provide clients easier access to assets

Greater Milwaukee Area

• Trainer: Trained employees on how to treat customers, how to communicate with customers, how to perform day to day tasks, and how to maintain a clean work environment
• Responsible for delivering accurate customer requests with detail-oriented design and services of banquet halls to accommodate customer requests
• Hosted and set events for up to 285 people each day
• Multi-tasked serving up to 8 banquet events simultaneously

Milwaukee, Wisconsin, United States

• Trainer: Trained new employees on how to cater to customers, build relationships, maintain a clean work environment, and perform transactions in a timely manner
• Catered and built connections with customers while performing transactions and creating beverages for up to 20 people at a time
• Served between 500 – 750 customers food and beverage each day
• Prepared and balanced $200 cash drawers for beginning and end of day