2012 -2014 Retirement and Investment Operations Supervisor @
2008 -2012 RIS Specialist @
2006 -2008 Member Service Representative II @
2004 -2006 Agricultural Educator @ Monoe School District
Kellie Roesslein Education
UW-Platteville
Bachelor of Science (BS) (Agricultural Teacher Education)
1998-2001
UW-Stevens Point 1997-1998
Kellie Roesslein Skills
Series 6
Retirement Planning
Investments
Retirement
Insurance
Financial Education
Series 63
403 b
Securities License
Series 26
CRPS
IRAs
Asset Allocation
Qualified Retirement Plans
Mutual Funds
Plan Compliance
Relationship Management
Operations Management
Supervisory Skills
FINRA
401k
Customer Service
Kellie Roesslein Summary
Kellie Roesslein, based in Madison, WI, US, is currently a RIS Operations Manager at WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public Scho. Kellie Roesslein brings experience from previous roles at WEA Trust Member Benefits (Retirement and Insurance Programs for Wisconsin Publi, WEA Member Benefits (Retirement and Insurance Programs for Wisconsin Public Scho and WEA Trust Member Benefits. Kellie Roesslein holds a 1998 - 2001 Bachelor of Science (BS) in Agricultural Teacher Education @ UW-Platteville. With a robust skill set that includes Series 6, Retirement Planning, Investments, Retirement, Insurance and more. Kellie Roesslein has 1 emails and 2 mobile phone numbers on RocketReach.
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