Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Mackenzie Willemsen

Chaska

Summary

Financial planning professional with strong foundation in investment strategies, retirement planning, and risk management. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Financial Planning Analyst

Ameriprise Financial
04.2023 - Current
  • Analyze client situations in preparation for comprehensive client meetings, designing customized financial plans to help clients achieve their life goals.
  • Identify, calculate, and prioritize client-specific planning opportunities, including calculating the impact of tax strategies using sophisticated tax software.
  • Construct custom client investment portfolios, reviewing client-specific portfolio allocations and identifying opportunities for diversification and rebalancing based on relative valuations.
  • Participate actively in client meetings, communicating planning and investment topics to clients.
  • Capture and document recommendations, key decisions, conversations with client and necessary compliance topics.
  • Implement client opportunities with exceptional service, assisting clients with implementation of specific planning and investment strategies.

Financial Planner

Thrivent Financial
08.2020 - 03.2023
  • Provided specialized financial planning support for clients with diverse portfolios and individual needs
  • Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan
  • Developed recommendations specific to client's financial situation and goals on variety of topics
  • Coached and advised clients through personal and market-driven changes affecting their comprehensive plan
  • Established and deepened existing client relationships through complex financial planning

Financial Advisor

Thrivent Financial
09.2017 - 08.2020
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs

Buyer

Target
03.2017 - 06.2017
  • Led regional and localized special projects focused in the food and beverage industry
  • Partnered with regional vendors to curate assortment meaningful to "local" guests
  • Delivered on incremental sales metric goals and guest satisfaction measures

Project Manager

Target
04.2015 - 03.2017
  • Led special projects and testing initiatives across numerous retail categories with goal of improving overall sales metrics
  • Developed trust with global partners to optimize execution and created action-oriented project timelines with defined roles and responsibilities throughout process
  • Consistently achieved value-added results within projects and tests as measured by sales, inventory, and guest satisfaction metrics

Senior Business Analyst

Target
06.2013 - 04.2015
  • Collaborated with merchant and category management teams to create best-in-class store presentation for store team members and guests
  • Piloted strategic segmentation projects in high performing categories, resulting in increased sales and improved guest satisfaction

Education

Bachelor of Arts - Integrative Studies

St. Olaf College
Northfield, MN
05.2013

Skills

  • Client relationship development
  • Strategic financial planning
  • Financial plan preparation
  • Cash flow management
  • Teamwork and collaboration
  • Honest and dependable

Certification

  • 2021-09 ChFC - Chartered Financial Consultant
  • 2020-06 CFP - CERTIFIED FINANCIAL PLANNER
  • 2020-05 FIC - Fraternal Insurance Counselor
  • 2017-09 FINRA Series7
  • 2017-09 FINRA Series66

Timeline

Financial Planning Analyst

Ameriprise Financial
04.2023 - Current

Financial Planner

Thrivent Financial
08.2020 - 03.2023

Financial Advisor

Thrivent Financial
09.2017 - 08.2020

Buyer

Target
03.2017 - 06.2017

Project Manager

Target
04.2015 - 03.2017

Senior Business Analyst

Target
06.2013 - 04.2015

Bachelor of Arts - Integrative Studies

St. Olaf College

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Mackenzie Willemsen