Berthel Fisher & Company Financial Services
Founded: 1974 Subsidiaries: Securities Management and Research, Inc.,
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Berthel Fisher & Company Financial Services Employees
Jacobsen's Complete December 2013 - Present
W. M. C. January 2013 - Present
Berthel Fisher & Company Financial Services March 2010 - Present
Barthell OES Home June 2005 - October 2013
Veterans Health Administration November 2002 - May 2013
Skills
Long-term Care, Healthcare, Medicaid, Nursing, Case Management, Medicare, Retirement Planning, Investments, Management, Hospitals, Case Managment, Healthcare Consulting, Elder Care, Health Policy, Rehabilitation, Disease Management, Compassion, Quality Improvement, currently enrolled in..., 401k, Strategic Planning, Public Speaking, Leadership
Education
The American College 1993 — 2014
C.L.U., Ch.F.C., C.A.S.L., Financial and Retirement Planning
N.I.C.C. 1976 — 1978
A.D.N., Registered Nurse
Luther College 1968 — 1972
Bachelor of Arts (B.A.), Business Administration and Management, General
Luther College 1968 — 1972
Bachelor of Arts (B.A.), Business Administration and Management, General
Illinois Central College August 2013 - Present
Advanced Technology Services April 2013 - August 2013
Illinois Central College November 2012 - August 2013
Parker Hannifin (through DPA Services) January 2012 - 2013
Morton Buildings, Inc. November 2010 - January 2012
Berthel Fisher & Company Financial Services July 2008 - February 2010
Travis County February 2004 - June 2008
Wallar Foundations, Inc. August 1999 - February 2004
Texas Department of Criminal Justice - Community Justice Assistance Division January 1994 - November 2002
Travis County August 1988 - January 1994
Skills
Customer Service, Team Building, Employee Relations, Microsoft Office, Recruiting, Social Media, Social Networking, Marketing, HR Policies, Case Managment, Policy, Government, Data Entry, Public Speaking, Community Outreach, Process Scheduler, Outlook, Criminal Justice, Research, Process Improvement, Microsoft Excel, Time Management, HRIS, Project Management, Leadership, Leadership Development, Performance Management, Training, Payroll, Social Media Marketing, Coaching, Public Relations, Budgets, Sales, Project Planning, Team Leadership, Organizational..., Management, Human Resources, New Hire Orientations, Strategic Planning, PowerPoint, Program Management, Negotiation, Fundraising, Contract Negotiation, Microsoft Word, Editing, Community Development, Event Management
Education
The University of Texas at Austin 1985 — 1988
BA, Psychology
St Francis Hospital School of Nursing 1982 — 1983
Nursing
Morton High School
Regional Economic Development Institute (RED-I) October 2013 - Present
State of Iowa March 2013 - Present
Coldwell Banker Hedges May 2012 - January 2013
Universal Lending Corporation March 2013 - December 2013
Universal Lending Corporation May 2012 - March 2013
Berthel Fisher & Company Financial Services September 2010 - April 2012
Transamerica May 2008 - September 2010
Skills
Series 6, Mortgage Lending, FHA financing, Residential Mortgages, 203K, USDA Rural Housing..., Mortgage Refinance, VA loans, Loan Origination, Credit Analysis, Wholesale Lending, Investments, Finance, Loans, 401k, Mutual Funds, Retirement Planning, Refinance, FHA, Government Loans, Real Estate, Residential Mor, First Time Home Buyers, Jumbo Mortgage, USDA Rural Housing, Investment Properties, Notary Public, Insurance, Strategic Financial..., Series 63, Asset Management, Financial Planning
Education
Kirkwood Community College 2012 — 2014
Associate's Degree, Business/Finance
iPrismGlobal, Inc, 2013 - Present
Berthel Fisher & Company Financial Services June 2003 - Present
Continenental Capital Investment Services December 2001 - May 2003
Skills
Technical Leadership, Technology Management, Technical Analysis, Financial Services, Business Analysis, Low Latency, Cross-functional Team..., Project Management, Workflow Management, Technical Training, Technical Translation, Visual Arts, Technical Support, Event Planning
Education
Hiram College 1990 — 1994
Bachelor of Arts (B.A.), Fine and Studio Arts, Elementary Education and Teaching
Wireless Advocates June 2015 - Present
Seeking Next Opportunity September 2014 - Present
Lamcraft, Inc. September 2013 - September 2014
National Seminars Group September 2012 - February 2013
Deluxe Corporation 2010 - 2011
goWireless! (exclusive T-mobile dealer) October 2007 - February 2010
RadioShack September 2004 - October 2007
Sterneck Capital Management June 2004 - January 2007
Berthel Fisher & Company Financial Services June 2001 - April 2003
Walnut Street Securities May 1994 - June 2001
Skills
Sales, Sales Management, Business Development, Opening New Accounts, New Business Generation, Professional..., Employee Training, Outside Sales, Inside Sales, Consultative Selling..., Relationship Management, Skilled Relationship..., Prospecting Skills, B2B, Account Management, Call Management, Customer Satisfaction, Listening to customers, Customer Service, Capital Markets, Investment Management, Portfolio Management, Asset Managment, Investment Strategies, Financial Advisory, Personal Financial..., Equity Research, Equity Trading, Team Leadership, Team Building, Organizational..., Recruiting, Training, Coaching, Sales Rep Training, Goal Setting, Inventory Management, Salesforce.com, GoToMeeting, WebEx, Microsoft Excel, Microsoft Word, SEM, SEO, Social Media, Problem Solving, Communication, Strategic Planning, Negotiation, Business Strategy
Education
University of Kansas 1988 — 1993
B.S. Business Administration, Finance/Political Science
Shawnee Mission South
Undertone February 2015 - Present
Undertone February 2014 - February 2015
Undertone January 2013 - February 2014
Undertone June 2012 - December 2012
Fordham University Gabelli School of Business February 2012 - December 2012
Berthel Fisher & Company Financial Services May 2012 - August 2012
Warner Music Group 2011 - May 2012
State Farm Insurance May 2009 - August 2011
VIVAT International September 2010 - December 2010
Gloria's Restaurant April 2008 - January 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Adobe Creative Suite, Spanish, Graphic Design, Event Planning, Event Management, Corporate Events, Coordinating Events, Invitation Design, Eloqua, Salesforce.com, Marketing Strategy, Advertising, Leadership
Education
Fordham University 2009 — 2013
B.A, International Political Economies
Nolan Catholic High School 2005 — 2009
Oregon Community Credit Union September 2015 - Present
ISTE February 2014 - September 2015
ISTE September 2013 - February 2014
ISTE March 2012 - September 2013
ISTE December 2011 - February 2012
Mad Fish SEO August 2011 - December 2011
International Society for Technology in Education March 2011 - July 2011
Berthel Fisher & Company Financial Services January 2009 - July 2010
Wildfire Advertising June 2008 - December 2008
Nextstep Recycling January 2008 - September 2008
Skills
SEO, Marketing Communications, Marketing Strategy, Digital Strategy, Account Management, SEM, Creative Strategy, Social Media, Copywriting, Online Marketing, Advertising, Social Media Marketing, Public Relations, Blogging, Writing, Event Planning, Newsletters, Press Releases, Strategic Planning, Wordpress, Non-profits, Google Analytics, Google Adwords, Google Webmaster Tools, Nonprofits, Social Networking, WordPress, Market Research, Marketing, Strategy, Media Planning, Online Advertising, Strategic Communications, Content Strategy, Digital Marketing, PPC, User Experience
Education
University of Oregon 2006 — 2011
B.S., Journalism:, Advertising, Communication Studies, Business
BFCFS January 2007 - Present
Berthel Fisher & Company Financial Services 1999 - 2010
Berthel Fisher & Co December 1999 - January 2007
Skills
Mutual Funds, Series 63, Series 7, Retirement Planning, 401k, Investments, FINRA, Alternative Investments, Series 6, Securities, Retirement, Wealth Management, Fixed Annuities, Uniform Combined State..., Series 24
Education
Kirkwood Community College 1988 — 1990
Liberal Arts/English
Berthel Fisher & Company Financial Services January 1992 - Present
Education
Morningside College 1976 — 1980
BS, Business/Finance
Cetera Financial Specialists LLC, Member FINRA/SIPC June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - May 2014
Berthel Fisher & Company Financial Services October 2013 - January 2014
Ameritas Invesment Corp 2006 - October 2013
Ameritas Investment Corp. September 2005 - July 2006
Ameritas Investment Corp. October 2003 - September 2005
Ameritas Investment Corp. January 2002 - October 2003
Ameritas Investment Corp. April 2001 - January 2002
Edward Jones June 1999 - March 2001
Doniphan Public Schools June 1993 - June 1999
Education
Hastings College 1988 — 1992
Central City High School 1983 — 1987
MD&A Financial Management Co. September 1999 - Present
Berthel Fisher & Company Financial Services 1999 - Present
Acacia Financial Group LLC 1992 - 1999
Mechanics Savings Bank 1989 - 1990
Skills
Series 7, Strategic Financial..., Wealth Management, Securities, Estate Planning, Portfolio Management, Uniform Combined State..., IRAs, Investments, Stocks, Bonds, Mutual Funds, Investment Advisory, Multi-generational..., Asset Management, General Securities..., Variable Annuities, Life Insurance, Exchange Traded..., College Savings Plans, Long Term Care Insurance, Financial Advisory, Series 63, Series 65
Education
Carnegie Mellon University - H. John Heinz III College
Heinz Negotiation Academy for Women
Leadership Pittsburgh 2009 — 2010
Class XXVI
Certified Financial Planner Board of Standards
CFP(r), Financial Planning
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
MBA
Bucknell University
BA
Kingswood School Cranbrook
Molly's Cupcakes April 2012 - Present
Ladder Up February 2012 - April 2012
Molly's Cupcakes August 2011 - April 2012
Levi Strauss & Co. June 2010 - March 2012
ACCION Chicago May 2010 - December 2010
Berthel Fisher & Company Financial Services December 2009 - January 2010
Skills
QuickBooks, Conversational Spanish, Microsoft Excel, Microsoft Word, PowerPoint, Peachtree
Education
Loyola University of Chicago 2006 — 2010
BBA, Accounting
Universitat Ramon Llull 2009 — 2009
Business
Berthel Fisher & Company Financial Services August 2010 - Present
Re/Max Real Estate Specialists Inc August 2007 - August 2009
Skills
Sellers, Social Networking, Customer Service, Investment Properties, Real Estate, Public Relations, Small Business, Leadership
Education
St. Ambrose University 2003 — 2005
Economics
Southeastern Community College 2002 — 2003
Kirkwood Community College 2001 — 2002
Advertising
Central Lee
CenturyResume.com April 2013 - Present
Berthel Fisher & Company Financial Services July 2013 - June 2015
Transamerica April 2006 - July 2013
Hibu November 2004 - April 2006
Skills
Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Cover Letters, Resume Writing, Screening Resumes, Linkedin Marketing, Small Business Online..., Mutual Funds, Stocks, Annuities, Life Insurance, Advertising Review, Alternative Investments, Creative Writing, Social Media Marketing, Marketing Strategy, Sales Process, Financial Analysis, Project Finance, Investments, Social Networking
Education
Kirkwood College 2011 — 2013
Business Administration and Management, General
Tomash Financial January 2015 - Present
Self-employed June 2012 - December 2014
Guaranty Investment Services December 1998 - June 2012
Berthel Fisher & Company Financial Services May 1994 - December 1998
Skills
Strategic Financial..., Investment Advisory, Financial Analysis, Investments, Finance, Retirement Planning, Mutual Funds, Wealth Management, Asset Allocation, Series 7, Asset Management, Securities, 401k, Retirement, Portfolio Management, Estate Planning, Banking, Insurance, Investment Management, IRAs, Wealth Management..., Financial Services, Financial Planners, Pensions, Financial Advisory, Life Insurance
Education
University of Iowa 1992 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Fund America Securities February 2015 - Present
Angel Space International October 2014 - Present
SANDLAPPER Securities, LLC (Member FINRA/SIPC) November 2013 - September 2014
Financial West Group May 2013 - November 2013
Berthel Fisher & Company Financial Services September 2012 - December 2012
Principal Financial Group January 2012 - November 2012
Workman Securities April 2011 - January 2012
Workman Securities October 2009 - April 2011
Hartman Income REIT October 2007 - July 2009
Skills
Crowdfunding, Angel Investing, Merges and Acquisitions, Portfolio Management, Investment Banking, Venture Capital, Equities, Private Equity, Broker-Dealer Compliance, Finance, Team Leadership, Due Diligence, Organizational..., Alternative Investments, Corporate Finance, Investments, Business Model..., Investment Strategies, Entrepreneurship, Risk Management, Enlightenment, Mergers & Acquisitions, Secondary Market, Early-stage Startups, Securities, Systems Theory, 401k, Stocks, Fiduciary, IPO, Financial Services, Management, Financial Analysis, Insurance, Financial Advisory, Financial Strategies, Fiduciary Responsibility, Insurance Risk..., Bega Portfolio, Ebased Advisory, Credit Risk Receivables..., Stock equities, Initial Public Offering, Non-Medical Employee..., Series 7, Fixed Annuities, Real Estate, Series 24, Series 27
Education
Mount Mercy College 2011 — 2013
Master's degree, Business Administration and Management, General
Iowa State University 2000 — 2004
B.S., Finance, Management
Berthel Fisher & Company Financial Services April 2000 - Present
Dain Rauscher July 1999 - February 2000
Morgan Stanley Dean Witter August 1998 - June 1999
Various June 1973 - August 1998
Skills
Income Tax, Tax Preparation, Tax Accounting, Auto Racing, Strategic Financial..., 401k, Finance, Financial Planners, Due Diligence, Financial Advisory, Investments, Estate Planning, Mutual Funds, Wealth Management, Inheritance Tax Planning, Financial Analysis, Retirement, Superannuation, Alternative Investments, Retirement Planning, Investment Strategies, Private Equity, Investment Advisory
Education
City University of New York-Baruch College 1971 — 1973
Bachelor of Business Administration (BBA), Accounting and Business Law
Queensborough Community College 1968 — 1971
Associate's degree, Accounting and Finance
Evans Computer Consulting July 2014 - Present
Axis Backup January 2013 - July 2014
Berthel Fisher & Company Financial Services March 2012 - January 2013
TEKsystems March 2012 - March 2012
Involta August 2011 - January 2012
Skills
Technical Support, Computer Hardware, Printers, Troubleshooting, System Administration, Active Directory, Windows 7, Windows Server, Software Documentation, Customer Service, Windows XP, Software Installation, Telecommunications, PRTG, Backup & Restore, Disaster Recovery, Microsoft Office, Windows, Android, iPhone, iPad, Microsoft Surface, VMware ESX, VMware, Wireless Networking, Antivirus, Network Administration, Terminal Server, HTML, JavaScript, SQL, Databases, TeamViewer, LogMeIn
Education
Western Governors University 2012 — 2013
Bachelor of Science, Information Technology
Mount Mercy College 2000 — 2004
Bachelor of Arts (BA), History
ZocDoc August 2014 - Present
ZocDoc March 2014 - August 2014
ZocDoc November 2013 - March 2014
SIS International Research October 2012 - June 2013
WFUV September 2009 - June 2013
Thomson Reuters May 2012 - August 2012
Berthel Fisher & Company Financial Services March 2012 - May 2012
Madison Square Garden September 2011 - January 2012
Big Green Door April 2011 - May 2011
Johnson & Johnson June 2010 - August 2010
Skills
Event Management, Promotions, Marketing Strategy, Market Research, Facebook, Quotations, RFQ Development, Salesforce.com, Sales Process, Cold Calling, Client Liaison, Client Relations Skills, Multi-media Marketing..., Consumer Behaviour, Consumer Marketing, Fundraising, Sales, Management, Time Management, Sponsorship
Education
Fordham University 2009 — 2013
Bachelors of Science in Business Administration, Marketing & Finance Concentrations, Minor in Psychology
Mount Saint Dominic 2005 — 2009
Berthel Fisher & Company Financial Services December 2011 - Present
Berthel Fisher & Company October 1999 - December 2011
Skills
Investments, Financial Planning, Customer Service, Strategic Financial..., Series 7, Insurance, Retirement Planning
Education
Coe College 1994 — 1998
BA, Psychology & Business
Securian Advisors MidAmerica, Inc. February 2014 - Present
Securian Advisors MidAmerica, Inc. April 2011 - Present
Transamerica Life Insurance Company August 2007 - April 2011
Berthel Fisher & Company Financial Services November 2003 - August 2007
A.G. Edwards 2003 - 2003
Skills
Series 7,24 and 63..., Life & Health Insurance..., Series 7, Fixed Annuities, Mutual Funds, Retirement, Series 24, Insurance, Investments, Variable Annuities, IRAs, Securities
Education
University of Iowa 1997 — 2000
Bachelor of Business Administration (BBA), Management and Organizations
Northeast Iowa Commnity College - Peosta 1995 — 1997
Associate of Arts (AA), Marketing/Marketing Management, General
Pacific Life 1996 - Present
McGuiness Companies September 1994 - March 1996
Berthel Fisher & Company Financial Services October 1991 - July 1994
Skills
Retirement Planning, Asset Allocation, Series 7, Series 63, Business Development, Coaching, Financial Services, Fixed Annuities, Life Insurance, iPad, Mutual Funds, Planning, Microsoft PowerPoint, Public Speaking, Series 6, Social Security, Variable Annuities, Long-term Care
Education
University of Iowa 1986 — 1990
BA, Economics
Berthel Fisher & Company Financial Services April 2013 - Present
Adecco October 2011 - April 2013
Thomas L. Cardella & Associates January 2011 - August 2011
Von Maur June 2010 - January 2011
Coe College September 2009 - April 2010
Coe College May 2009 - April 2010
Skills
Customer Service, Drawing, Painting, Photoshop, Time Management, PowerPoint, Art, Microsoft Word, Sales, Data Entry, Typing, Outlook, Mac, Microsoft Office, Figure Drawing, Oracle Applications, Cashiering, Microsoft Excel
Education
Coe College 2006 — 2010
BA, Art