Chase Rosche
Louisville
Overview
3
3
years of professional experience
Work History
Client Service Specialist / Financial Advisor
Strategic Wealth Designers
04.2022 - Current
- Lead Annual Strategy Updates with clients to review current investment holdings
- Answered client calls to clarify details on their existing annuities and market investments
- Processed account service requests relating to account changes, withdrawals, and closures
- Learned how effectively communicate complex investment characteristics to non-affluent investors.
Logistics Account Executive
Total Quality Logistics
01.2022 - 04.2022
- Continuously sought available companies to haul cargo to a given destination
- Aided in the communication to prospective clients about expectations and current situational updates
- Gained negotiation skills by brokering the price paid for a specific haul.
Server
GreenFire Restaurant Bar & Bakery
03.2021 - 09.2021
- Recorded food and drink orders for customers and catered to their needs above the standards required
- Maintained detailed knowledge of every section on an extensive menu
- Handled entrees and beverages with the highest health and sanitary standards
- Learned how to efficiently and accurately tailor a customer's experience to meet their expectations and desires.
Education
Bachelor in Business Administration - Finance with an emphasis in Financial Planning
University of Wisconsin-Whitewater
Skills
- Proficient in Microsoft Office and Salesforce
Activities
100+ hours of volunteer hours with the Loves Park Skibroncs
Timeline
Client Service Specialist / Financial Advisor
Strategic Wealth Designers
04.2022 - Current
Logistics Account Executive
Total Quality Logistics
01.2022 - 04.2022
Server
GreenFire Restaurant Bar & Bakery
03.2021 - 09.2021
Bachelor in Business Administration - Finance with an emphasis in Financial Planning
University of Wisconsin-Whitewater
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