Maria Kreke
@mariakreke
Client Service Manager with expertise in financial planning and operations.
What I'm looking for
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
Client Service Manager
Moneta Group
Aug 2023 - Present (1 year 11 months)
Manage and prioritize all money movements and operations for clients, ensuring deadlines are met. Assist advisors with complex tasks and generate spreadsheets to review work, ensuring compliance with guidelines for Registered Investment Advisors.
Head Bowling Coach
Baldwin Wallace University
Feb 2023 - Dec 2023 (10 months)
Recruit and manage men’s and women’s varsity bowling teams, supporting students in their personal goals. Educate on mental toughness and teamwork, while creating social media content to promote the team.
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.
Sales and Operations Management Trainee
Penske Truck Leasing
Jan 2021 - Oct 2021 (9 months)
Coordinated truck movements and managed customer rentals, ensuring timely service. Recognized for outstanding customer satisfaction and sales performance within the Southeast region.
Education
Degrees, certifications, and relevant coursework
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
Availability
Location
Authorized to work in
Job categories
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