Rick Wittmann

Rick Wittmann Email and Phone Number

Owner, Adviser @ ATLAS WEALTH ADVISERS
madison, wisconsin, united states
Rick Wittmann's Location
Greater Madison Area, United States
Rick Wittmann's Contact Details
About Rick Wittmann

Financial Services Executive Core qualifications in asset management, financial advisory services, developing marketing strategy, brand repositioning, business planning, top and bottom line sales management, insurance operations, independent agency management and crafting sales compensation plans for multiple distribution channels. Good communicator with strong financial acumen and accomplished team leadership skills. Specialties: Independent agency valuations and agency buy/sell negotiations, business consolidations and divestitures, treasury management.

Rick Wittmann's Current Company Details
ATLAS WEALTH ADVISERS

Atlas Wealth Advisers

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Owner, Adviser
madison, wisconsin, united states
Website:
awateam.com
Employees:
5
Rick Wittmann Work Experience Details
  • Atlas Wealth Advisers
    Owner, Adviser
    Atlas Wealth Advisers Jun 2020 - Present
    Madison, Wi
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  • Baker Tilly Virchow Krause, Llp
    Consultant
    Baker Tilly Virchow Krause, Llp Jan 2017 - Jun 2020
    Madison, Wi
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  • Sentry Insurance
    Vice President - Segment Executive - Transportation
    Sentry Insurance Mar 2014 - Nov 2016
    Stevens Point, Wi
    Responsible for the growth and profitability of the $230 million Sentry Transportation commercial lines book of business. Sentry Insurance is one of the largest and strongest mutual insurance companies in the United States. The company and its subsidiaries sell property and casualty insurance, life insurance, annuities and retirement programs for business and individuals throughout the country. Founded in 1904, today Sentry ranks among the top 50 US property and casualty insurers. In 2014, the company’s revenues totaled $2.3 billion, assets of $14 billion, policy holders’ surplus of $4.2 billion, and holds an A+ (superior) rating from A.M. Best. Headquartered in Stevens Point, Wisconsin, Sentry employs more than 4,000 associates in 41 states
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  • Sentry Insurance
    Chief Marketing Officer
    Sentry Insurance May 2012 - Mar 2014
    Stevens Point, Wisconsin
    Provide strategic planning and oversight of the corporate marketing department that includes marketing communications, corporate communications, event planning, sales compensation and an independent agency.
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  • Sentry Insurance
    Director - Marketing
    Sentry Insurance Apr 2011 - May 2012
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  • General Casualty
    Vice President - Marketing
    General Casualty Sep 2009 - Jan 2011
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  • General Casualty
    Assistant Vice President - Marketing
    General Casualty May 2002 - Sep 2009
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  • General Casualty
    Assistant Vice President - Finance
    General Casualty Jan 1998 - May 2002
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Rick Wittmann Skills

Marketing Insurance Strategic Planning Marketing Strategy Social Media Marketing Property And Casualty Insurance Risk Management Marketing Communications Management Sales Business Planning Advertising Account Management Team Leadership Underwriting New Business Development Customer Service Corporate Communications Executive Management Crm Business Development Team Building Leadership Budgets Sales Management Process Improvement Strategy Negotiation Finance Pricing Product Development Analysis Business Strategy Business Analysis Email Marketing Business Process Improvement Life Insurance

Rick Wittmann Education Details

Frequently Asked Questions about Rick Wittmann

What company does Rick Wittmann work for?

Rick Wittmann works for Atlas Wealth Advisers

What is Rick Wittmann's role at the current company?

Rick Wittmann's current role is Owner, Adviser.

What is Rick Wittmann's email address?

Rick Wittmann's email address is ta****@****ter.net

What is Rick Wittmann's direct phone number?

Rick Wittmann's direct phone number is +171534*****

What schools did Rick Wittmann attend?

Rick Wittmann attended University Of Wisconsin-Madison - School Of Business.

What skills is Rick Wittmann known for?

Rick Wittmann has skills like Marketing, Insurance, Strategic Planning, Marketing Strategy, Social Media Marketing, Property And Casualty Insurance, Risk Management, Marketing Communications, Management, Sales, Business Planning, Advertising.

Who are Rick Wittmann's colleagues?

Rick Wittmann's colleagues are Jordan Truttschel, Aif®, Jonah Nelson, Cfp® Chfc® Aif®, Scott Richardson, Chfc®, Aams®, Aif®, Anna Bartle, Douglass Belt, Bfa™.

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