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Robert Stern is listed as Team Lead - Senior Client Relationship Manager at Wolters Kluwer - Financial Services Solutions at Wolters Kluwer - Financial Services Solutions, a company with 1840 employees, based in Greater Minneapolis-St. Paul Area, United States, United States. AeroLeads shows a work email signal at comcast.net and a matched LinkedIn profile for Robert Stern.
Robert Stern previously worked as Team Lead - Senior Client Relationship Manager at Wolters Kluwer - Financial Services Solutions and Regional Sales Manager at Ameriprise Financial Services, Inc.. Robert Stern holds Master Of Management Degree, Concentrations In Marketing And Management Policy from Northwestern University - Kellogg School Of Management.
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AeroLeads found 1 current-domain work email signal for Robert Stern. Compare company email patterns before reaching out.
Experienced entrepreneur and sales professional with extensive advertising, marketing, and financial services experience. Skilled in relationship management, ad sales, media buying, marketing communications & strategy, public relations, investments, and financial product analysis. Incredibly resourceful; highly personable; knowledgeable yet coachable; quick thinker; strong work ethic; and motivated to make the process fun.
Listed skills include Marketing, Marketing Strategy, Customer Service, Strategic Planning, and 15 others.
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A career timeline built from the work history available for this profile.
Greater Minneapolis-St. Paul Area
Inside Sales. Work directly with community bank executives in Minnesota, Wisconsin, Illinois, Iowa, and Michigan. Responsible for 900+ accounts in $9 million Territory. Partner with outside sales reps and internal SME’s to retain existing business and identify growth opportunities. Mentor CRM colleagues on 12-person sales team.
Greater Minneapolis-St. Paul Area
Provide consultation and success coaching to Financial Advisors in Arkansas, Colorado, Kansas, Oklahoma, and Wyoming. Emphasis on high value client acquisition, digital marketing strategies, and overall practice development.
Greater Minneapolis-St. Paul Area
Program Manager for the Minnesota 529 College Savings Plan. In 2014, played key role in winning 5-year contract renewal with the Minnesota Office of Higher Education and the State Board of Investment. Simultaneously assumed Relationship Manager responsibilities. Recruited and trained Minnesota’s first field consultant. Responsible for $1 million program.
Minneapolis, MN
Serviced and educated financial advisors and their clients in a fast paced team environment. Executed complex securities transactions. Assisted with troubleshooting, research and resolving problems, interfaced with internal partners. Proficient in multiple computer applications including LOTUS Notes, SSD, COLA, and the Phase III Legacy platform. Offered.
Greater Minneapolis-St. Paul Area
Founded full service Advertising Agency for small business clients. Emphasis on print, direct mail, and local promotions supported by electronic media. Developed and serviced client base of 200+ accounts. Managed the individual and group needs of 30+ franchisees from Twin Cities largest locally owned pizza chain for 20+ years. Liaison between Pepsi.
Minneapolis, MN
Provided customer service and executed securities transactions in self directed and full service accounts. Created referral sales for new business development. Proficient in Thompson, Smartstation, Beta and various bank systems.
Los Gatos, CA
Managed $2+ Million Endowment for charitable organization. Supervised selection of securitieswith emphasis on equities and related options. Developed covered call strategy to reduce risk during market downturns.
Plymouth, MN
Passed Series 7 (87%) and Series 66 (80%) General Securities Exam and earned Minnesota Life, Accident & Health, and Variable Annuities Insurance Licenses. Appointed October, 2010 after successfully completing pre-licensing training program.
San Jose, CA
Distributed fine art and collectibles. Tripled client base of art galleries, collectible & frameshops in four state territory. Conceived and planned the first Midwest dealer show and personal appearances by main artist Thomas Kinkade. Bought and sold artwork on the secondary market.
Other employees you can reach at wolterskluwerfs.com. View company contacts for 1840 employees →
Claude Hurt
Colleague at Wolters Kluwer - Financial Services Solutions
Luxembourg, Luxembourg
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RB
Rick Baron
Colleague at Wolters Kluwer - Financial Services Solutions
United States, United States
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SN
Sangam Narsing Rao
Colleague at Wolters Kluwer - Financial Services Solutions
Pune, Maharashtra, India, India
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TM
Tapan Makadia
Colleague at Wolters Kluwer - Financial Services Solutions
Pune, Maharashtra, India, India
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NB
Nabil Benfreha
Colleague at Wolters Kluwer - Financial Services Solutions
Maisons-Laffitte, Île-de-France, France, France
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BH
Brenda Haus
Colleague at Wolters Kluwer - Financial Services Solutions
St Cloud, Minnesota, United States, United States
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FL
Fred(Shuangyuan) Liu
Colleague at Wolters Kluwer - Financial Services Solutions
Shanghai, China, China
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TZ
Todd Zientko
Colleague at Wolters Kluwer - Financial Services Solutions
Dayton, Ohio, United States, United States
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SD
Subhajit Dutta
Colleague at Wolters Kluwer - Financial Services Solutions
Pune, Maharashtra, India, India
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DD
David Doble
Colleague at Wolters Kluwer - Financial Services Solutions
Minneapolis, Minnesota, United States, United States
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Activities and Societies: F.C. Austin Scholar. President of Advertising Club
Activities and Societies: Phi Beta Kappa. Served as orientation counselor for freshmen and transfer students. Volunteer projectionist and.
Quick answers generated from the profile data available on this page.
Robert Stern works for Wolters Kluwer - Financial Services Solutions.
Robert Stern is listed as Team Lead - Senior Client Relationship Manager at Wolters Kluwer - Financial Services Solutions at Wolters Kluwer - Financial Services Solutions.
AeroLeads has found 1 work email signal at @comcast.net for Robert Stern at Wolters Kluwer - Financial Services Solutions.
Robert Stern is based in Greater Minneapolis-St. Paul Area, United States, United States while working with Wolters Kluwer - Financial Services Solutions.
Robert Stern has worked for Wolters Kluwer - Financial Services Solutions, Ameriprise Financial Services, Inc., Tuition Financing Division, Tiaa-Cref, Doorstep Marketing Inc., and Wells Fargo Investments.
Robert Stern's colleagues at Wolters Kluwer - Financial Services Solutions include Claude Hurt, Rick Baron, Sangam Narsing Rao, Tapan Makadia, and Nabil Benfreha.
You can use AeroLeads to view verified contact signals for Robert Stern at Wolters Kluwer - Financial Services Solutions, including work email, phone, and LinkedIn data when available.
Robert Stern holds Master Of Management Degree, Concentrations In Marketing And Management Policy from Northwestern University - Kellogg School Of Management.
Robert Stern is listed with skills including Marketing, Marketing Strategy, Customer Service, Strategic Planning, Investments, Direct Sales, Relationship Management, and Microsoft Office.
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