Sam Streator's Location
Milwaukee, Wisconsin, United States, United States
Sam Streator's Contact Details
Sam Streator work email
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Sam Streator personal email
n/a
Sam Streator phone numbers
About Sam Streator
Sam Streator is a Client Service Manager at Annex Wealth Management. He possess expertise in microsoft office, powerpoint, microsoft excel, microsoft word, coaching and 4 more skills. He is proficient in English.
Sam Streator Work Experience Details
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Client Service ManagerAnnex Wealth Management Jun 2024 - PresentAssists with all service-related needs of Annex Wealth Management clients. -
Crossfit Level 2 TrainerCrossfit Funky Jul 2018 - Present- Oversee the creation of daily workout programming for all Crossfit and Barbell classes, ensuring all workouts remained within the parameters of the Crossfit Methodology and are modifiable for all member skill levels - Lead group Crossfit classes focusing on proper technique and movement patterns to help members achieve their fitness goals and avoid injury - Conduct Onramp classes for new members to introduce the Crossfit Methodology and teach the foundational movements in order to prepare them for group classes- Engage in collaborative meetings with ownership and coaching staff to review best coaching practices and communicate programming goals -
Assistant Financial RepresentativeNorthwestern Mutual Jan 2023 - Feb 2024Waukesha, Wisconsin, United States- Assisted clients with completing applications and scheduling medical screenings for all Northwestern Mutual risk products in order to gather all necessary information before submitting to underwriting for review- Experienced in opening personal investment accounts for clients in order to expand their financial portfolio taking into account their risk tolerance - Conducted rollover calls between clients and other financial institutions in order to initiate the transfer of assets to Northwestern Mutual- Ensured compliance to all Northwestern Mutual policies by storing customer documents securely and documenting all relevant case notes within client records in CRM system- Coordinated Financial Advisor’s calendar to balance the need of maintaining relationships with existing clients while also growing the practice- Collaborated with other Northwestern Mutual financial planning teams for the benefit of shared clients to ensure all financial planning needs were met- Completed various projects on an as needed basis including targeted email campaigns intended to increase client engagement and drive revenue, and informative newsletters designed to highlight relevant business and market updates -
Financial RepresentativeNorthwestern Mutual Feb 2022 - Dec 2022Waukesha, Wisconsin, United States- Initiated communication with leads to set meetings in order to discover need of financial services and offer both insurance and investment products- Prospected in all client meetings in order generate new business leads - Conducted review meetings with existing clients every 6 months to ensure their financial plan remained relevant and they were on track to achieve their financial goals
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Strategic Account Specialist And Brand ProtectionBrady Corporation Apr 2016 - Feb 2022- Customer Service of Strategic Accounts and Brand Protection customers providing the best possible service in relation to order entry or status and inquiries of custom OEM products.- Provided a high level of client customer service for Strategic and Brand Protection accounts in relation to order entry or status and inquiries of custom OEM products- Coordinated with sales and manufacturing teams on new product processes to ensure quotes and orders for new business were completed on schedule- Worked on different projects to improve processes within the team and within the Customer Operations department. Most notable improvements were seen within the Order Entry processes that reduced the number of orders going on hold for customer clarifications- Assisted other department teams as needed, especially Custom OEM Order EntryTrained new members of the Custom OEM Order Entry team in order to increase department productivity -
Customer Service RepresentativeBrady Corporation Jun 2015 - Mar 2016Greater Milwaukee Area
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Business Marketing InternThe Frantz Group Apr 2015 - May 2015Grafton, Wi- Performed Data Scrubbing in OnContact for the sales team to ensure client data was up to date- Completed miscellaneous office tasks as needed
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Team Sports/Sales Operations AssociateDick'S Sporting Goods Nov 2014 - Mar 201511500 W Burleigh St #140, Wauwatosa, Wi 53222- Worked sales floor providing product recommendations to customers- Picked and packed online orders -
Assistant Track And Field CoachMarquette University High School Mar 2011 - Jun 2014Milwaukee, Wisconsin- Coached high school athletes in the shot put and discus events.- Assisted in setting up and organizing meets
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Summer Crew WorkerMarquette University May 2012 - Aug 2012Milwaukee, Wisconsin- Lead small groups of other student workers in cleaning, moving furniture and preparing rooms for guests. - Worked the front desk at various campus buildings, checking in workers, students and guests ensuring security -
Production And Silk Screen AssistantAthea Laboratories / Packaging May 2010 - Aug 2011Greater Milwaukee Area- Assisted in the production and packaging of customer orders. - Trained in the Silk Screening Department, creating and recycling screens in order to print labels on the various bottles and containers
Sam Streator Skills
Microsoft Office
Powerpoint
Microsoft Excel
Microsoft Word
Coaching
Higher Education
Time Management
Research
Social Networking
Sam Streator Education Details
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Finance And Marketing
Frequently Asked Questions about Sam Streator
What company does Sam Streator work for?
Sam Streator works for Annex Wealth Management
What is Sam Streator's role at the current company?
Sam Streator's current role is Client Service Manager.
What is Sam Streator's email address?
Sam Streator's email address is sa****@****orp.com
What is Sam Streator's direct phone number?
Sam Streator's direct phone number is +171662*****
What schools did Sam Streator attend?
Sam Streator attended Marquette University.
What skills is Sam Streator known for?
Sam Streator has skills like Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Coaching, Higher Education, Time Management, Research, Social Networking.
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