Graham Gangloff
La Porte
Summary
Experienced with financial client management and administrative support. Utilizes effective communication and organizational skills to enhance client satisfaction and operational efficiency. Knowledge of financial analysis and client relationship management to drive positive outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Director of Office & Insurance Operations
Northwestern Mutual
05.2022 - 05.2025
- Calendar management/scheduling appointments
- Preparing prospecting feed lists
- CRM management and data entry
- Maintain client files and manage tracking systems
- Enhanced client satisfaction by providing personalized financial planning services and advice.
- On-boarding new clients
- Collaborated with senior financial planners to develop tailored strategies for clients'' financial goals.
- Streamlined financial plan creation process for improved efficiency and accuracy.
Information Technology Specialist
City of Laporte, United States
01.2021 - 09.2021
- Configure, monitor, and maintain email applications or virus protection software
- Confer with network users about how to solve existing network problems
- Set up network profiles, security permissions and file sharing systems.
- Troubleshot complex hardware and software issues for swift resolution, minimizing downtime for affected users.
- Controlled and managed server room, wireless network, server infrastructure, audiovisual equipment, laptops and video conferencing equipment.
Education
Bachelor of Business Administration - BBA - Business Administration and Management, General
Indiana University South Bend
South Bend, Indiana05.2022
Bachelor of Business Administration - BBA - Business Administration
The University of Toledo
Toledo, OH05.2021
Skills
- Financial Analysis
- Client Communication
- Strategic planning
- Relationship building
- Verbal and written communication
- Operations management
- CRM software proficiency
- Financial planning knowledge
Certification
.
- Life and Health Insurance License - IN Department of Insurance.
Timeline
Director of Office & Insurance Operations
Northwestern Mutual
05.2022 - 05.2025
Information Technology Specialist
City of Laporte, United States
01.2021 - 09.2021
Bachelor of Business Administration - BBA - Business Administration and Management, General
Indiana University South Bend
Bachelor of Business Administration - BBA - Business Administration
The University of Toledo
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