Alec WENZEL
Shoreview
Summary
Client-focused Financial Coach with over 10 years of experience in guiding individuals through financial decision-making. Expertise in building trust and communicating complex information, enabling clients to navigate transactions and budgeting effectively. Dedicated to enhancing financial literacy and promoting sustainable money management practices.
Overview
13
13
years of professional experience
Work History
Driver
Quicksilver Express Courier
08.2019 - Current
- Manage high-volume delivery schedules while prioritizing efficiency and accountability
- Maintain consistent communication with dispatch and customers to ensure accurate, timely service
- Resolve delivery discrepancies and customer concerns with professionalism and attention to detail
- Demonstrate reliability and self-management in an independent, fast-paced work environment
Leasing Agent
IRET Properties
01.2018 - 04.2019
- Guided prospective residents through the leasing process, explaining contracts, terms, and financial obligations
- Managed lead pipelines and follow-ups, improving conversion and occupancy rates
- Built strong relationships with residents to increase retention and satisfaction
- Conducted background and credit-related screenings as part of applicant evaluations
- Collaborated with local businesses for advertising and perks toward incoming residents
Sales Manager
A1 Recycling and Appliance Sales
08.2017 - 12.2017
- Managed online sales channels on marketplace platforms, increasing brand visibility and driving revenue growth
- Oversaw daily sales operations, optimizing inventory management and pricing strategy to enhance profitability
- Trained and coached staff on effective sales communication and customer engagement, improving customer satisfaction and retention
- Monitored sales performance and adjusted processes to improve results
Store Manager
Mattress Firm
01.2015 - 05.2017
- Consistently met or exceeded monthly sales targets
- Led store operations, driving sales growth while ensuring exceptional customer service and effective inventory control
- Guided customers in making informed purchasing decisions aligned with their needs and budgets
- Coached new associates, fostering team consistency and enhancing overall performance
Broker / Manager
Marshall Exchange Pawn
11.2012 - 12.2014
- Processed short-term loans while clearly explaining repayment terms, interest rates, and financial obligations to customers
- Guided customers through financial challenges with tailored collateral-based lending solutions
- Evaluated assets to determine loan values, aligning risk assessment with resale potential
- Built trust with repeat customers through fair assessments and transparent communication
- Maintained accurate inventory records and conducted audits
Education
GED -
State of Minnesota
Skills
- Client relationship management
- Sales process assessment
- Budget awareness
- Financial communication
- Detail management
- Problem solving
- Training and coaching
- Trust building
References
Available upon request
Additional Relevant Experience
- Provided informal financial guidance to individuals on budgeting, spending habits, and debt awareness
- Supported others in understanding credit impacts and improving financial decision-making
- Strong personal interest in financial literacy, behavior-based money management, and debt reduction strategies
Timeline
Driver
Quicksilver Express Courier
08.2019 - Current
Leasing Agent
IRET Properties
01.2018 - 04.2019
Sales Manager
A1 Recycling and Appliance Sales
08.2017 - 12.2017
Store Manager
Mattress Firm
01.2015 - 05.2017
Broker / Manager
Marshall Exchange Pawn
11.2012 - 12.2014
GED -
State of Minnesota