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COREY R. STICH 14271 Shore Lane NE, Prior Lake, MN 55372
952-687-1672 [email protected]
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FINANCIAL SERVICES EXPERT
Experience using several risk based investment solutions including stocks, bonds, mutual funds and insurance products. Series 7, 63 and 65 Securities licenses, MN Life, Accident and Health Insurance license.
Consumer banking expert with 10 years of history with retail and small business. Multiple awards for sales production both for quarterly and annual production.
Entrepreneur spirit proven by being able to start a business from the ground floor to a running operation.
PROFESSIONAL EXPERIENCE
US BANCORP 04/2010 –current
Assistant Branch Manager / Financial Specialist Manage a retail bank staff of 7 bankers and tellers including training and compliance Coach the staff to meet production goals along with personal production Responsible for identifying and clearing teller and banker errors and exceptions.
ASSOCIATED BANC-CORP 3/2006 - 11/2009
Financial Consultant Using a consultative selling approach, provided the clients with solutions to fulfill their retirement planning needs as well
as collaborating with other bank partners when appropriate
Designed a training module for new employees to help them better understand our companies retirement plan
Registered Banker
Held a dual-role position influencing clients to purchase investment products and traditional bank products Analyzed financial statements to make suitable recommendations for loans and lines of credit
US BANCORP 6/2002 - 3/2006
Personal Banker / Financial Specialist Mentored new bankers through role-playing and observing client interaction
Average new investment dollars increased from $40,000 to over $120,000 average per month while also maintaining or exceeding my quota for new deposit accounts and loan production
WELLS FARGO & COMPANY 4/2001 – 6/2002
Personal Banker
Solicited clients to open deposit accounts, consumer loans and annuities Developed business on a daily basis using referrals from bank staff and existing clients
GILLELAND CHEVROLET 9/1995 –4/2001
Finance Manager / Aftermarket Sales / Auto Sales Responsible for reaching monthly revenue goals through sales of financing and insurance products
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From 1995 - 1999, I also sold new and used vehicles and after market accessories
TC OFFROAD LLP1/2002 – 12/2007
CFO / General Partner / Home Based Business With a business partner, started an off-road aftermarket parts business from the ground floor that sold and installed
aftermarket items designed for off-road and commercial use Responsible for vendor relationships, buying, selling and returns Experience selling a large number of items on multiple websites
EDUCATION
Metropolitan State University St. Paul, MN Currently attending / seeking finance degree
PROFESSIONAL LICENSES
FINRA Series 7, 65 and 63. Life, Accident and Health Insurance License, Notary Public
COMMUNITY ACTIVITES
Active member of the Prior Lake Rotary serving on several committees
COMPUTER SKILLS
Experienced in: Microsoft Office Professional 2010, Hogan, Salespro, Argo, and NetExchange Pro
REFERENCES
Available upon request
