Cathryn Cole is a skilled expert, that works in Cuna Mutual Group main office of which is in 218. on the position of Director, Integrated Value Proposition from 2018. Cathryn has earned professional experience in more than seven positions at different companies. Cathryn Cole went to the University of Phoenix and got education there from 2002 to 2004. This person has the following professional qualifications: Series 7, 63, & 65; Life & Health. Eau Claire, Wisconsin is the area, where this professional was lastly known to live. This professional's phone number and email are easily accessed through this website by request.
Name variants:
Catherine Cole
Last updated Jul 06, 2024
Contact Information
Last Update
Jul 5, 2022
Email
ca**@cunamutual.com
Location
Eau Claire, WI
Company
Cuna Mutual Group
Workplace
Director, Integrated Value Proposition
Work History
Director, Integrated Value Proposition
5910 Mineral Point Rd, Madison, WI 53705
from Aug 2018
Sales Manager - Wealth Accumulation Sales
5910 Mineral Point Rd, Madison, WI 53705
Drove financial services program integration and expansion by partnering with internal teams, client financial institution executives and business units, as well as financial advisors to al...
Feb 2010 — Mar 2013
Strategic Account Manager
3500 Packerland Dr, De Pere, WI 54115
Directed all aspects of workplace financial planning program, encompassing strategy development, marketing, client management, and implementation of B2B client acquisition programs.
Retain...
Mar 2008 — Jan 2010
Senior Account Executive
1350 Treat Blvd SUITE 300, Walnut Creek, CA 94597
Joined Bank Business Solutions division of start-up organization to partner with Jack Henry & Associates in managing projects, maintaining relationships, and implementing Stratika relationsh...
Mar 2006 — Mar 2007
Vice President and Senior Relationship Manager
4301 north Fairfax Dr, Arlington, VA 22203
Recruited to leverage expertise in client relationship development / management to capture and close multi-year contracts.
Grew business up to 50% annually and market share 85% with nation...
1999 — 2005
Director of Sales
Recruited to identify, develop, and manage new internal training and delivery system for contact center organization.
Positioned company as qualified contact center services provider to fi...
Jul 1997 — Nov 1999
Vice President
Early Career:
Grew monthly sales 700% in first three months
Ranked in Top 10 of 2,500+ peers
Jun 1994 — Jun 1997
Education
2002 — 2004
1986 — 1988
Occupations
Executive
Director
Accountant
Finance and Accounting Specialist
Sales Manager
Sales Director
Managers
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Consultative Selling
Credit
Sales Management
Portfolio Management
Banking
Selling
Investments
Series 7
Insurance
Relationship Management
Wealth Management
Retirement Planning
Fixed Annuities
Series 63
Retirement
Mutual Funds
Financial Advisory
Crm
Variable Annuities
New Business Development
Leadership
401K
Business Strategy
403 B
Sales