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 -
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