Stephen Krofl
@stephenkrofl
Highly motivated professional with expertise in finance and operations management.
What I'm looking for
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 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.
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.
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.
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.
Instructional Assistant
Glenbrook North High School
Aug 2019 - Present (5 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.
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.
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.
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.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
Job categories
Skills
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