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Sandra Mccarthy personal email
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Sandra Mccarthy is a Passionate about helping others grow beyond their goals | Lifelong Learner at Wilke Wealth & Investment Planning. She possess expertise in team building, time management, customer service, strategic planning, event planning and 19 more skills.
Wilke Wealth & Investment Planning
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Director Of Business DevelopmentWilke Wealth & Investment Planning Sep 2023 - Present- Partner with all team members to develop personalized growth plans including credentialization, time management, process and systems, and speaking engagements. - Build projections for 5 year growth in revenue and personnel.- Responsible for hiring and training. - Oversee and continual improvement of our client experience.- Identify strategies for continual improvement and growth of the office's financials.
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Chief Growth OfficerLueder Financial Group, Llc Jan 2022 - Jan 2023Milwaukee, Wi, Us- Provided consultation and support to tenured Financial Advisors and their teams.- Analyzed past growth and pain points of Advisor's business to build future projections of revenue and business development.- Participated in the development of new advisors and interns.- Lead Women's initiatives of the office. -
Growth And Development OfficerNorthwestern Mutual Downtown Milwaukee (Lueder Financial Group) Dec 2019 - Jul 2022
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Director Of Training And DevelopmentNorthwestern Mutual Downtown Milwaukee Jun 2016 - Dec 2019Milwaukee, Wi, Us -
Director Of Client RelationsNorthwestern Mutual Downtown Milwaukee Mar 2014 - Jun 2016Milwaukee, Wi, Us• Coach a team Financial Representatives and their staff to facilitate new relationships withclients without current representatives • Define criteria to be a member of the Client Relations team and communicate probation or exitstrategies when necessary • Analyze representative’s production numbers based on product lines, education, bestpractices, and desired goals and awards• Generate yearly production goals and budget • Develop activity plans to drive revenue while accounting for different fee flows andrepresentative’s years of experience and knowledge • Facilitate accountability meetings to discover progression, areas of improvement, and efficiencies • Increased revenue by 91% over past 2 years • Develop quarterly training sessions based on needs revealed through accountability meetings• Strategize marketing campaigns and incentives to increase product sales• Partner with representatives to evaluate and reiterate beliefs and motivation
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Sales Execution Team AssociateNorthwestern Mutual Greater Milwaukee Mar 2012 - Mar 2014•Trained new Financial Representatives on software, processes, and products • Coached towards best practices to uphold NM and FINRA standards• Maintained 20+ books of business • Prepared cases • Organized databases • Serviced clients
Sandra Mccarthy Skills
Sandra Mccarthy Education Details
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University Of Wisconsin-MilwaukeeGeneral -
University Of Wisconsin-MadisonChemical Engineering
Frequently Asked Questions about Sandra Mccarthy
What company does Sandra Mccarthy work for?
Sandra Mccarthy works for Wilke Wealth & Investment Planning
What is Sandra Mccarthy's role at the current company?
Sandra Mccarthy's current role is Passionate about helping others grow beyond their goals | Lifelong Learner.
What is Sandra Mccarthy's email address?
Sandra Mccarthy's email address is sandra.mccarthy@nm.com
What is Sandra Mccarthy's direct phone number?
Sandra Mccarthy's direct phone number is +141427*****
What schools did Sandra Mccarthy attend?
Sandra Mccarthy attended University Of Wisconsin-Milwaukee, University Of Wisconsin-Madison.
What are some of Sandra Mccarthy's interests?
Sandra Mccarthy has interest in Science And Technology, Education, Disaster And Humanitarian Relief, Economic Empowerment.
What skills is Sandra Mccarthy known for?
Sandra Mccarthy has skills like Team Building, Time Management, Customer Service, Strategic Planning, Event Planning, Client Relations, Marketing, Insurance, Social Media, Team Leadership, Accountability, Problem Solving.
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