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Kamil Mytych

Highly skilled and dynamic data entry specialist with 3+ years of experience working with data entry systems to support and enhance business

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Intro
Mount Prospect, IL, United States
Financial Planning Associate at Northwestern mutual
Studied Finance at Northern Illinois University
Accounting
Joined September 5, 2022

Skills

Languages

English
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Native or Bilingual
Polish
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Fluent
Spanish
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Intermediate
About
Highly skilled and dynamic data entry specialist with 3+ years of experience working with data entry systems to support and enhance business processes.
Experience
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Northwestern mutual
Mar 2022 – Present
Remote
Financial Planning Associate
❑ Ensured the continuation of efficient, effective, and organized practice ❑ Accuracy, and attention to detail performing data entry and working with client data ❑ Collaborate with members of the planning team on strategies
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WilSave Financial
Jul 2019 – Mar 2022
Mount Prospect, IL, USA
Executive Manager
❑ Managing company’s relationship with clients ❑ Assist with safer money investment based on customers risk and comfortability level ❑ Held clients account portfolio annual reviews and reallocation to safer strategies
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Lloyd Agency
May 2015 – Sep 2016
Schaumburg, IL, USA
Insurance Agent
❑ Calculated premiums and established most considerable Life Insurance plan with an appropriate payment method ❑ Determined clients’ needs and financial situations by scheduling fact-finding appointments, determining the extent of a present coverage and investments; assessed long-term goals ❑ Prepared coordinated protection plan by calculating and quoting rates ❑ Ensured that policy requirements were fulfilled, including all necessary medical examinations and completion of appropriate forms
Education
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Northern Illinois University
Aug 2017 – Jun 2019
Bachelor of Science in Finance, Finance