Address712 Apple Blossom Ct.Kimberly, WI 54136

Timothy B. Henn Contact(920) 372-2119

Tnhenn2@gmail.com

ObjectiveTo apply my expertise as a Financial Representative and Sales Process Advisor while utilizing my skills in case analysis and product knowledge in order to continue progressing in a leadership position within an organization.

Career Highlights Developed Complementary Leads to Advice program in Financial Advice Center in 2014 Achieved Series 7 & 65 Security Licenses and Health Insurance License within first four

months of employment with Thrivent Financial Participated in a Continuous Improvement Project to improve the member connection

lead process to help create better opportunities for the field Collaborated with marketing specialist to create call lists for Financial Advice Center

resulting in opportunities to increase production Performed the responsibilities of Interim Manager while Advice Manager assumed a

temporary role in the field

Professional ExperienceThrivent Financial Sales Process Advisor-Training and Development 2011 – Present

Primary responsibilities include delivering all learning and development needs for representatives in the Financial Advice Center.

Duties include executing on-board training for new Financial Advice Center Complementary, Advice, and Medicare Supplement Representatives, conducting call reviews and lead-focused training to address issues capitalizing on opportunities for performance improvement, and working closely with FAC leadership to identify and execute activities to drive results.

Thrivent Financial Financial Representative-Financial Advice Center2008 – 2011

Primary responsibilities include providing all facets of financial needs for members. Duties include providing a financial snapshot for families and individuals.

This would include Life and Health Insurance, investments, and retirement planning. Other responsibilities include death claims, brokerage services, and retention of contracts.

Responsible for service needs to maintain contracts in good standing for members. All services are used to develop a personal relationship with each person or family in

order for them to become long-term, engaged members.

J.P. Morgan Chase BankPersonal Banker2007 – 2008

Primary responsibilities include providing all facets of banking needs for customers. Duties include opening all new accounts, investment sales and rollovers, real estate and

personal loans, and all savings vehicles. Also provide other convenience needs including debit and credit cards, direct deposits,

overdraft protection, wire transfers, and pre-authorized transfers. All services are provided to develop a business relationship with each person or family in

order for them to become long-term customers.

Card Payment SolutionsExecutive Sales Manager2006 – 2007

Primary responsibilities included developing solutions for small businesses to increase and maximize sales by the usage of credit card machines.

Offered a complete range of banking and other financial services to corporations, businesses, and individuals on a global scale.

The Home Depot, Inc. Store Manager2004-2006

Primary responsibilities included all facets of running the store including monitoring P & L, managing and coaching 125 store associates, making personnel decisions, creating and improving processes to ensure store efficiencies, and providing and inspiring outstanding service to customers.

Responsibilities included merchandising and maintenance of 10 sales departments and 5 operation departments.

Education University of Wisconsin-Oshkosh Oshkosh, WI Bachelor of Business AdministrationMajor: FinanceMinor: Economics

Licenses and Designations Series 6, 7, 63, 65 SecuritiesLife and Health InsurancesFIC, ChFC, RICP, CASL