Open to opportunities

Stephen Krofl

@stephenkrofl

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Highly motivated professional with expertise in finance and operations management.

United States

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What I'm looking for

I am looking for a role that values analytical skills and offers opportunities for growth in a collaborative environment.

I am a highly motivated and results-oriented professional with a diverse background in finance, business ownership, operations management, education, and coaching. My career has been marked by a proven ability to make data-driven decisions, improve processes, and deliver exceptional customer service. I thrive in dynamic environments where I can leverage my strong analytical and communication skills to contribute effectively to organizational goals.

Throughout my professional journey, I have built and maintained client relationships, utilized Salesforce metrics for financial product recommendations, and educated clients on investment strategies. My experience as an owner and operations manager of a successful fitness facility has honed my skills in business management, financial analysis, and team leadership. I am passionate about continuous development and growth, always seeking opportunities to enhance operational success and drive profitability.

Experience

Work history, roles, and key accomplishments

Investment Consultant

Charles Schwab

Apr 2024 - Present (1 year 3 months)

Built and maintained client relationships through proactive outbound calls and needs-based analysis. Utilized Salesforce metrics and data to identify and recommend appropriate financial products and solutions.

Client Relationship Management Salesforce Financial Products Investment Strategies Brokerage Marketing Event Planning

Client Relationship Specialist

Charles Schwab

Sep 2023 - Present (1 year 10 months)

Enhanced operational success at a local financial branch through exceptional customer service. Utilized excellent written and oral communication skills in face to face client interactions.

Customer Service Communication Financial Services Team Collaboration Ad Hoc Projects

Client Services Representative

Interactive Brokers, LLC

Oct 2022 - Present (2 years 9 months)

Handled client inquiries via multiple channels including email, ticket, live chat, and phone call. Became an expert with various proprietary platforms including multiple trading systems, administrative portals in order to educate clients to align with the self-service and automated business model.

Client Inquiries Corporate Actions Tax Reporting Troubleshooting Regulatory Compliance

Physics & Biology Long Term Substitute

Niles North High School

Aug 2022 - Present (2 years 11 months)

Provided a safe and equitable learning environment for all students, providing support for students with emotional and anxiety issues. Researched, experimented with, and implemented new instructional strategies in the classroom.

Classroom Management Instructional Strategies Data Collection Microsoft Excel Google Sheets Google Classroom Infinite Campus

Biology Teacher

Lyons Township High School

Aug 2020 - Present (4 years 11 months)

Designed engaging lessons that cater to student choice, as well as the social and emotional needs of learners during a global pandemic. Collected and organized student data in Microsoft Excel/Google Sheets, which improved processes, increased organization of workflow, and led to new student insights.

Lesson planning Student Engagement Data Analysis Microsoft Excel Google Sheets Professional Learning Communities

Instructional Assistant

Glenbrook North High School

Aug 2019 - Present (5 years 11 months)

Instructional Strategies Microsoft Excel Google Sheets Professional Learning Community

Head Coach, Manager

Illumine Fitness and Nutrition

Jan 2018 - Present (7 years 6 months)

Identified, created, and applied solutions to improve overall efficiency of processes, systems, and profitability of business. Led redesign of scheduling processes, lead funnels, and organized business management software for better data analysis.

Process Improvement Scheduling Data Analysis Event Management Curriculum Development

Owner/Operations Manager

Wells Street Fitness

Jan 2014 - Present (11 years 6 months)

Owned and operated a successful fitness facility, managing all aspects of business operations. Managed administrative and coaching staff, overseeing daily operations, scheduling, and training.

Business Operations Scheduling Training Financial Analysis Business Management Marketing Event Planning retail management Program Optimization

Education

Degrees, certifications, and relevant coursework

National-Louis University

Master of Arts in Teaching, Secondary Education

Completed a Master of Arts in Teaching with a focus on Secondary Education. Developed expertise in curriculum development, lesson planning, and instructional design.

The Ohio State University

Bachelor of Science, Biology

Earned a Bachelor of Science degree with a major in Biology and a minor in Business. Gained foundational knowledge in biological sciences and business principles.