Dustin Brehmer

Financial Principal - Suitability and Surveillance

Role
Principal at Thrivent
Location
Neenah, WI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Dustin Brehmer

Suitability and Surveillance Principal with a demonstrated history of working in the financial services industry. Skilled in New Business Case Reviews, Subsequent Transaction Reviews, Quality Assurance, Coaching, Sales, Team Building, Problem Solving and Contact Center Call Skills.

Experience

  1. Principal

    Thrivent

    Jan 2023 — Present · Appleton, WI, US

Education

  • Oshkosh North High School

    General Education, High School Diploma

    1990 — 1994

Skills

  • Series 6
  • Software Documentation
  • Process Improvement
  • Series 63
  • Microsoft Office
  • Sales
  • Internet Explorer
  • Team Building
  • Management
  • Microsoft Outlook
  • Leadership
  • Microsoft Excel
  • Call Centers
  • Phone Etiquette
  • Customer Experience
  • Customer Service
  • Proficient Typing Skills
  • Outlook
  • Coaching
  • Training
  • Team Leadership
  • Multi Tasking
  • Retail Sales
  • Quality Assurance
  • Mutual Funds
  • Troubleshooting
  • Salesforce.com

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Dustin Brehmer — Principal at Thrivent in Neenah, WI, US | Unifers