Stephan Sawtelle
Gene
Maple Grove
Summary
Experienced with customer service, transaction management, and problem-solving. Utilizes excellent interpersonal skills to ensure customer satisfaction. Knowledge of branch operations and team collaboration.
Overview
2
2
years of professional experience
4
4
Certifications
Work History
Associate Representative
Thrivent Financial
05.2025 - Current
- Demonstrated exceptional problem-solving skills when addressing complex client concerns or issues.
- Maintained detailed records of all client interactions, facilitating accurate reporting and informed decisionmaking.
- Conducted regular market research, staying up-to-date on industry trends and incorporating insights into sales strategies.
Community Development Assistant
Dordt University
09.2023 - 05.2025
- Maintained accurate records of project progress, facilitating effective monitoring and evaluation efforts by organizational leaders.
- Supported budget management processes by preparing financial reports and tracking expenses against allocated funds.
- Enhanced community engagement by organizing outreach programs and events.
Manufacturing Operator
VitaPros
06.2023 - 01.2025
- Organized work to meet demanding production goals.
- Achieved higher product quality through rigorous adherence to standard operating procedures and quality control measures.
- Exceeded safety standards by consistently following guidelines and participating in regular safety training sessions.
- Contributed to cost reduction efforts by identifying areas of waste minimization and proposing effective solutions.
Education
Bachelor of Arts - Finance
Dordt University
Sioux Center, IA 05.2001 -
Skills
Goal oriented
Client relationship building
CRM software proficiency
Listening skills
Certification
Series 7
Timeline
Series 7
07-2025
Series 66
07-2025
Life and Health Insurance License
07-2025
Associate Representative
Thrivent Financial
05.2025 - Current
Securities Industry Essentials
01-2025
Community Development Assistant
Dordt University
09.2023 - 05.2025
Manufacturing Operator
VitaPros
06.2023 - 01.2025
Bachelor of Arts - Finance
Dordt University
05.2001 -
Similar Profiles
Ann SandersAnn Sanders
Financial Associate at Sage Path Financial Consultants-Thrivent FinancialFinancial Associate at Sage Path Financial Consultants-Thrivent Financial
Santiago MizrahiSantiago Mizrahi
Licensing & Investment Foundations Program at Thrivent FinancialLicensing & Investment Foundations Program at Thrivent Financial
Kelley L EitingKelley L Eiting
Customer Issue Representative at Thrivent FinancialCustomer Issue Representative at Thrivent Financial
Jack MoretineJack Moretine
Mover at Mint MovingMover at Mint Moving
Christie FosseyChristie Fossey
Lead Montessori Teacher at Foundation Hill Montessori and ChildcareLead Montessori Teacher at Foundation Hill Montessori and Childcare