Erik Gospodarski
Wildwood
Summary
Dynamic individual with hands on experience in financial planning and talent for navigating challenges. Brings strong problem solving skills and proactive approach to new tasks. Known for adaptability, creativity, and results oriented mindset. Committed to making meaningful contributions and advancing organizational goals.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Financial Advisor
Northwestern Mutual
01.2024 - 07.2025
- Worked with over 40 households to build and execute comprehensive wealth management strategies based on understanding their unique goals and objectives.
- Managed various individual portfolios, totaling $1.4m in Assets Under Management. Established over $34m in risk management planning coverage.
- Cultivated and strengthened relationships with new clients and educated them on various financial matters while providing professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Generated qualified leads through referrals with potential and new clients, averaging 80 referrals per month.
Operations Manager
Loopie, Inc.
04.2021 - 11.2022
- Develop and implement efficient workflows for laundry processing, delivery scheduling, and route planning.
- Recruited, hired, and trained various contractors, working to establish key internal functions to ensure highest quality customer service in the industry.
- Identifying and resolving unexpected issues from contracted washers and customers, managing conflicts, and implementing effective solutions.
- Led growth of Denver location from launch to becoming the second largest market among 10 locations.
Education
Entrepreneurship And Management
University of Colorado Boulder
Boulder, CO05-2023
Skills
- Portfolio Management
- Risk Assessment
- Tax Planning
- Financial Software
- Relationship Management
- Business Development
- Organization
- Market Analysis
- Problem Solving
Certification
Securities Industry Essentials (SIE)
Series 6
Series 63
Life and Health
Timeline
Financial Advisor
Northwestern Mutual
01.2024 - 07.2025
Operations Manager
Loopie, Inc.
04.2021 - 11.2022
Entrepreneurship And Management
University of Colorado Boulder
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