Maria Kreke - Client Service Manager - Moneta Group | Himalayas
MK
Open to opportunities

Maria Kreke

@mariakreke

Client Service Manager with expertise in financial planning and operations.

United States
Message

What I'm looking for

I am looking for a role that allows me to leverage my financial expertise while fostering client relationships and team success.

As a dedicated Client Service Manager at Moneta Group, I excel in managing complex financial operations and ensuring client satisfaction. My role involves prioritizing money movements and requests, allowing advisors to focus on investments and client relationships. I take pride in generating detailed Excel spreadsheets to maintain compliance and accuracy in all transactions.

Previously, I served as the Head Bowling Coach at Baldwin Wallace University, where I not only recruited and managed varsity teams but also mentored students in their personal and athletic goals. My experience in creating engaging social media content helped enhance the visibility of the teams and the university.

With a background in financial planning from PlanCorp, I have educated clients nationwide on various financial strategies, including tax and estate planning. My proficiency in financial software and data analysis equips me to provide insightful recommendations that empower clients to achieve their financial goals.

Experience

Work history, roles, and key accomplishments

PL

Financial Planner

PlanCorp

Oct 2021 - Feb 2023 (1 year 4 months)

Educated clients on financial planning through video calls, analyzing their needs in tax, estate, retirement, and family planning. Utilized various financial planning software to present tailored solutions.

Education

Degrees, certifications, and relevant coursework

Illinois State University logoIU

Illinois State University

Bachelor of Science, Finance

2016 - 2020

Grade: 3.54/4.00

Completed a Bachelor of Science in Finance with a minor in Economics. Developed proficiencies in Excel Spreadsheets, Data Analysis, Tax Planning, Financial Planning, and General Finance.

Tech stack

Software and tools used professionally

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