Tom Wondolkowski

ADMINISTRATIVE Administered along term care facility for the elderly and developmentally disabled. Accountable for overall management of the facility. Advised the Chief Executive Officer and Board of Directors of ongoing operations. Worked with the Board of Directors in developing Agency mission, policy, goals, and strategic plans. Ensured that the agency adhered to organizational policy. Assisted in negotiating union contracts and as a member of the management team, met with union officials weekly to discuss issues of mutual concern. Assisted in formulating and maintaining a four million-dollar budget. Held monthly budget reviews with department heads and caused adjustments where warranted. FINANCIAL PLANNING Acquired clients and expanded business by making contacts through networking. Developed comprehensive financial plans for individuals based on an assessment of their current financial situation. Utilized a personal inventory process to help individuals identify and prioritize financial goals and proposed solutions (investment and insurance products) that assisted them in meeting their goals. Specialties: CERTIFICATIONS Certified Independent Clinical Social Worker- Wisconsin 2421 Insurance licenses Accident, Health & Life Wisconsin 2363218 Minnesota IN-20144249 Series 6, 66 Mutual Funds