Resumes
Resumes

Internal Auditor
View pageLocation:
Franklin, WI
Industry:
Financial Services
Work:
Baird
Internal Auditor
Baird Mar 2015 - May 2017
Pwm Supervision Analyst
Baird Jan 1, 2014 - Mar 2015
Ira Qualified Retirement Specialist
U.s. Bank Sep 1, 2011 - Jan 1, 2014
Retirement Plans Consultant
U.s. Bank Mar 2010 - Sep 2011
Mutual Fund Specialist
Internal Auditor
Baird Mar 2015 - May 2017
Pwm Supervision Analyst
Baird Jan 1, 2014 - Mar 2015
Ira Qualified Retirement Specialist
U.s. Bank Sep 1, 2011 - Jan 1, 2014
Retirement Plans Consultant
U.s. Bank Mar 2010 - Sep 2011
Mutual Fund Specialist
Education:
University of Wisconsin - Whitewater 2008 - 2010
Master of Business Administration, Masters, Finance University of Wisconsin - Milwaukee 2005 - 2007
Bachelors, Bachelor of Arts, Psychology University of Wisconsin - Madison 2003 - 2005
University of Wisconsin–Milwaukee
Master of Business Administration, Masters, Finance University of Wisconsin - Milwaukee 2005 - 2007
Bachelors, Bachelor of Arts, Psychology University of Wisconsin - Madison 2003 - 2005
University of Wisconsin–Milwaukee
Skills:
Mutual Funds
Finance
Financial Planning
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
Series 7
Finance
Financial Planning
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
Powerpoint
Series 7
Certifications:
Finra Series 7
Finra Series 66
Finra Series 9
Finra Series 66
Finra Series 9

Michele Hepp Franklin, WI
View pageWork:
U.S. BANCORP FUND SERVICES
2011 to 2000
Retirement Plans Consultant
U.S. BANCORP FUND SERVICES
Milwaukee, WI
2010 to 2011
Mutual Fund Services Specialist
KOWAL INVESTMENT GROUP
Waukesha, WI
2008 to 2010
Client Service Specialist
LINCOLN STATE BANK
Franklin, WI
2002 to 2008
Personal Banking Associate/Customer Service Representative/ Loan Service Specialist
2011 to 2000
Retirement Plans Consultant
U.S. BANCORP FUND SERVICES
Milwaukee, WI
2010 to 2011
Mutual Fund Services Specialist
KOWAL INVESTMENT GROUP
Waukesha, WI
2008 to 2010
Client Service Specialist
LINCOLN STATE BANK
Franklin, WI
2002 to 2008
Personal Banking Associate/Customer Service Representative/ Loan Service Specialist
Education:
University of Wisconsin-Whitewater
Whitewater, WI
2008 to 2010
Masters of Business Administration
University of Wisconsin
Milwaukee, WI
2005 to 2007
Bachelor of Arts in Psychology
Whitewater, WI
2008 to 2010
Masters of Business Administration
University of Wisconsin
Milwaukee, WI
2005 to 2007
Bachelor of Arts in Psychology