Sam Zylstra Email & Phone Number

Minneapolis, Mn, Us

Minneapolis, Minnesota, United States

Collaborate with financial advisors and paraplanners to serve clients' specific financial needs by tailoring comprehensive financial plans to meet each client’s individual circumstances and unique goals. Proactively identify and solve complex client issues using analytical problem-solving skills and engage cross-functionally with consulting, and wealth management teams to develop a comprehensive understanding of services and markets.

St Louis Park, Minnesota, United States

Lead a team of 30+ employees and foster a culture of leadership, accountability, and collaboration to effectively address internal issues, resolve guest complaints, and increase customer satisfaction. Monitor financial performance metrics to employ data-driven strategies for operational performance improvement, labor optimization, and productivity. Engaged with community partners, businesses, and organizations to boost sales through CFA food truck and catering services.

St Louis Park, Minnesota, United States

Reached out to various communities and schools and helped served them to meet their needs. Communicated with people in a variety of situations and with a variety of different needs. Made sales with a variety of different products and saw them through to the end while also providing full service to clientele.

Bloomington, Minnesota, United States

Worked closely with the CFO to manage financial record-keeping, loan applications, and insurance documentation and analysis. Managed balance sheets, profit and loss statements, and assisted in budget reconciliation, gaining practical experience with accounting software and contributing to the development of financial processes in a dynamic, startup environment.

Edina, Minnesota, United States

Conducted market research and analysis to make informed recommendations for the $30M grand opening of a premium grocery store. Fostered collaboration with the marketing team to determine target market demographics and devised strategies to mitigate challenges through a deep understanding of market dynamics and corporate operations.

St Louis Park, Minnesota, United States

Trained 20+ employees to be proficient in a variety of tasks and undertook the nuances that can be used in training a variety of different people and change my style based on each individual in order to grow them as effectively and efficiently as possible

St Louis Park, Minnesota, United States

Learned a variety of different tasks intuitive and quickly. Not only did I learn how to be proficient in my work, I learned how to teach myself and work on myself so that I can treat others and grow them in that same way.

Bachelor'S Degree, Accounting And Finance, Junior

Activities and Societies: Kuyper Honors Program, Dordt University Elected Senator, Dordt University Student Government Dordt University.

High School Diploma

Activities and Societies: National Honors Society Leadership Academy Varsity Baseball Dual Enrollment with University of Northwestern.