Minneapolis Financial Group
Description
Address: 100 S 5th St Suite 2300, Minneapolis, MN 55402 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 333-1413: Place name: Website: : : : : Category: : Website: https://centralus.massmutual.com/?cm_mmc=Google-_-Local-_-Store-ID-58-_-GMB&utm_source=google&utm_medium=local&utm_content=store-id-58&utm_campaign=GMB Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MassMutual Central US Posting publicly on the Web Write a review Reviews Be the first to review From MassMutual Central US "As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future."
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Minneapolis Financial Group Employees
Employee
Years
Job
Industry
Mickey Baker Mickey Baker's Minneapolis Financial Group Experience March 2014 - Present
Job Agency Supervisory Officer & Technology Specialist
Industry Financial Services
Experience
Minneapolis Financial Group March 2014 - Present
Wurth Adams September 2012 - March 2014
SUPERVALU April 2009 - September 2012
SUPERVALU April 2008 - April 2009
Minneapolis Financial Group, a Mass Mutual affiliate October 2007 - April 2008
SUPERVALU September 2006 - October 2007
Pauly Enterprises September 2002 - September 2006
Skills
Sourcing & Procurement, Vendor Management, Software Proficiency, Technology Integration, Computer Proficiency, Team Leadership, Strategic Communications, Cross-functional..., Detail Orientation, Time Management, Organized self-starter, Business Ethics, Forecasting, Supply Chain, Inventory Management, Supply Chain Management, Procurement, Training, Management, Customer Service
Education
St. Cloud State University 2001 — 2006
Bachelors of Science, Operations Management
Maple Grove Sr. High 1997 — 2000
Minneapolis Financial Group March 2014 - Present
Wurth Adams September 2012 - March 2014
SUPERVALU April 2009 - September 2012
SUPERVALU April 2008 - April 2009
Minneapolis Financial Group, a Mass Mutual affiliate October 2007 - April 2008
SUPERVALU September 2006 - October 2007
Pauly Enterprises September 2002 - September 2006
Skills
Sourcing & Procurement, Vendor Management, Software Proficiency, Technology Integration, Computer Proficiency, Team Leadership, Strategic Communications, Cross-functional..., Detail Orientation, Time Management, Organized self-starter, Business Ethics, Forecasting, Supply Chain, Inventory Management, Supply Chain Management, Procurement, Training, Management, Customer Service
Education
St. Cloud State University 2001 — 2006
Bachelors of Science, Operations Management
Maple Grove Sr. High 1997 — 2000
Adam Knopp Adam Knopp's Minneapolis Financial Group Experience June 2014 - November 2014
Job Supply Chain Analyst at Jostens
Industry Logistics and Supply Chain
Experience
Jostens February 2015 - Present
Pretium Mortgage Credit Management October 2014 - February 2015
Minneapolis Financial Group June 2014 - November 2014
College Property Management October 2012 - May 2013
Skills
Customer Service, Microsoft Word, Communication, Strategic Financial..., Microsoft Excel, Customer Satisfaction, Loan Portfolio Analysis, Project Management, Purchasing Negotiation, Market Analysis, Strategic Sourcing, Oracle
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor's Degree, Applied Economics
East Grand Forks Senior High School 2007 — 2011
Jostens February 2015 - Present
Pretium Mortgage Credit Management October 2014 - February 2015
Minneapolis Financial Group June 2014 - November 2014
College Property Management October 2012 - May 2013
Skills
Customer Service, Microsoft Word, Communication, Strategic Financial..., Microsoft Excel, Customer Satisfaction, Loan Portfolio Analysis, Project Management, Purchasing Negotiation, Market Analysis, Strategic Sourcing, Oracle
Education
University of Minnesota-Twin Cities 2011 — 2014
Bachelor's Degree, Applied Economics
East Grand Forks Senior High School 2007 — 2011
Alex Gnan Alex Gnan's Minneapolis Financial Group Experience May 2014 - February 2015
Job Lock Desk/Pricing Analyst at Summit Mortgage Corporation
Industry Financial Services
Experience
Summit Mortgage Corporation April 2015 - Present
Minneapolis Financial Group May 2014 - February 2015
Wells Fargo August 2013 - May 2014
St. Cloud State University Business Student Executive Counsel August 2013 - May 2014
St. Cloud State University Husky Growth Fund August 2012 - May 2014
St. Cloud State University Investment Club January 2012 - May 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Education
St. Cloud State University 2010 — 2014
Bachelor of Science, Finance, Senior
Summit Mortgage Corporation April 2015 - Present
Minneapolis Financial Group May 2014 - February 2015
Wells Fargo August 2013 - May 2014
St. Cloud State University Business Student Executive Counsel August 2013 - May 2014
St. Cloud State University Husky Growth Fund August 2012 - May 2014
St. Cloud State University Investment Club January 2012 - May 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Education
St. Cloud State University 2010 — 2014
Bachelor of Science, Finance, Senior
Jessica Manning Jessica Manning's Minneapolis Financial Group Experience June 2012 - January 2013
Job Merchandise Planning Business Analyst at Target
Industry Marketing and Advertising
Experience
Target June 2014 - Present
Viking Engineering & Development July 2013 - Present
Minneapolis Financial Group June 2012 - January 2013
Ameriprise Financial Services, Inc. April 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Financial Services, Analysis, Microsoft Office, Microsoft Word, English, Windows, Outlook, Marketing Strategy, Health Insurance, Life Insurance, Social Media Marketing, Marketing Communications, Demand Generation, Brand Development
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance and Marketing, 3.3
Target June 2014 - Present
Viking Engineering & Development July 2013 - Present
Minneapolis Financial Group June 2012 - January 2013
Ameriprise Financial Services, Inc. April 2011 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Financial Analysis, Financial Services, Analysis, Microsoft Office, Microsoft Word, English, Windows, Outlook, Marketing Strategy, Health Insurance, Life Insurance, Social Media Marketing, Marketing Communications, Demand Generation, Brand Development
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance and Marketing, 3.3
Joseph Feldmeier Joseph Feldmeier's Minneapolis Financial Group Experience May 2010 - Present
Job Financial Advisor at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group May 2010 - Present
Novus Media 2009 - 2009
Skills
Finance, Customer Service, Leadership, Insurance, Life Insurance, Financial Services, Strategic Financial..., Microsoft Office, Retirement, Employee Benefits, Retirement Planning, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Disability Insurance
Education
Saint John's University
Economics
University College Cork
Burnsville High School
Minneapolis Financial Group May 2010 - Present
Novus Media 2009 - 2009
Skills
Finance, Customer Service, Leadership, Insurance, Life Insurance, Financial Services, Strategic Financial..., Microsoft Office, Retirement, Employee Benefits, Retirement Planning, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Disability Insurance
Education
Saint John's University
Economics
University College Cork
Burnsville High School
Jayne Potulny's Minneapolis Financial Group Experience August 2010 - March 2012
Job Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch March 2012 - Present
Minneapolis Financial Group August 2010 - March 2012
Covered July 2010 - February 2011
eWaterways.com May 2010 - July 2010
Park District April 2002 - August 2005
Skills
Customer Service, Event Planning, Sales, Leadership, Management, Social Media, Public Speaking, Microsoft Office, Marketing, Social Media Marketing, Microsoft Excel, Salesforce.com
Education
University of Minnesota-Twin Cities 2006 — 2010
University of Minnesota
Bachelor of Arts (B.A.), English
Merrill Lynch March 2012 - Present
Minneapolis Financial Group August 2010 - March 2012
Covered July 2010 - February 2011
eWaterways.com May 2010 - July 2010
Park District April 2002 - August 2005
Skills
Customer Service, Event Planning, Sales, Leadership, Management, Social Media, Public Speaking, Microsoft Office, Marketing, Social Media Marketing, Microsoft Excel, Salesforce.com
Education
University of Minnesota-Twin Cities 2006 — 2010
University of Minnesota
Bachelor of Arts (B.A.), English
Jeffrey Albin Jeffrey Albin's Minneapolis Financial Group Experience June 2007 - November 2008
Job Brokerage Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group December 2011 - March 2014
State Farm Insurance November 2008 - December 2011
Minneapolis Financial Group June 2007 - November 2008
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Investments, Estate Planning, Whole Life, Permanent Life Insurance, Long Term Care Insurance, Strategic Financial..., Premium Financing, Non-Qualified Deferred..., Executive Compensation..., IRAs, Insurance, Term Life Insurance, Retirement Planning, 401k, Financial Services, Financial Planning
Education
Saint Cloud State University - G.R. Herberger College of Business
Business, Marketing, Cum Laude
MassMutual Financial Group April 2014 - Present
MassMutual Financial Group December 2011 - March 2014
State Farm Insurance November 2008 - December 2011
Minneapolis Financial Group June 2007 - November 2008
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Investments, Estate Planning, Whole Life, Permanent Life Insurance, Long Term Care Insurance, Strategic Financial..., Premium Financing, Non-Qualified Deferred..., Executive Compensation..., IRAs, Insurance, Term Life Insurance, Retirement Planning, 401k, Financial Services, Financial Planning
Education
Saint Cloud State University - G.R. Herberger College of Business
Business, Marketing, Cum Laude
Benjamin Musgjerd's Minneapolis Financial Group Experience June 2008 - June 2009
Job Inside Sales Manager at Olympic Steel
Industry
Experience
Olympic Steel September 2014 - Present
Olympic Steel January 2013 - September 2014
Olympic Steel December 2009 - January 2013
Minneapolis Financial Group June 2008 - June 2009
Skills
Sales, Customer Service, Account Management, Inventory Management, Payroll, Microsoft Excel, Customer Satisfaction, Pricing, Negotiation, Management, B2B, Manufacturing, Recruiting, Supply Chain, Project Planning, Forecasting, Marketing, Purchasing, Training, Steel, Process Improvement, Logistics, Metals, Stainless Steel
Education
Gustavus Adolphus College 2005 — 2009
B.A., Financial Economics
Eden Prairie High School 2001 — 2005
High School Degree
Olympic Steel September 2014 - Present
Olympic Steel January 2013 - September 2014
Olympic Steel December 2009 - January 2013
Minneapolis Financial Group June 2008 - June 2009
Skills
Sales, Customer Service, Account Management, Inventory Management, Payroll, Microsoft Excel, Customer Satisfaction, Pricing, Negotiation, Management, B2B, Manufacturing, Recruiting, Supply Chain, Project Planning, Forecasting, Marketing, Purchasing, Training, Steel, Process Improvement, Logistics, Metals, Stainless Steel
Education
Gustavus Adolphus College 2005 — 2009
B.A., Financial Economics
Eden Prairie High School 2001 — 2005
High School Degree
Jana Skaudis Jana Skaudis's Minneapolis Financial Group Experience April 2012 - April 2014
Job Owner at Airioch Pet Services, LLC
Industry Consumer Services
Experience
Airioch Pet Services June 2014 - Present
Minneapolis Financial Group April 2012 - April 2014
Law Office of Andrew H. Shaw August 2010 - December 2011
Carlisle Area School District December 2008 - August 2011
Skills
Leadership, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Strategic Planning
Education
Lebanon Valley College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Airioch Pet Services June 2014 - Present
Minneapolis Financial Group April 2012 - April 2014
Law Office of Andrew H. Shaw August 2010 - December 2011
Carlisle Area School District December 2008 - August 2011
Skills
Leadership, Customer Service, Microsoft Excel, Public Speaking, Microsoft Office, Strategic Planning
Education
Lebanon Valley College 1997 — 2001
Bachelor of Arts (B.A.), Psychology
Ali Seifi's Minneapolis Financial Group Experience November 2013 - April 2014
Job Internal Retirement Consultant at Allianz Life
Industry Financial Services
Experience
Allianz Life April 2014 - Present
Minneapolis Financial Group November 2013 - April 2014
Northwestern Mutual October 2011 - November 2013
alleviaCARE 2009 - 2010
H & A Trading Inc. 2002 - 2009
Skills
Disability Insurance, Customer Service, Strategic Financial..., Investments, Inspiration, Retirement Planning, Financial Analysis, Marketing, Business Development, Finance, Financial Planning, Insurance, Leadership, Management, Mutual Funds, Public Speaking, Retirement, Sales, Team Building, Wealth Management
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (BA), Economics
University of Minnesota - Carlson School of Management 2008 — 2011
Entrepreneurial Management
Eden Prairie High School
Allianz Life April 2014 - Present
Minneapolis Financial Group November 2013 - April 2014
Northwestern Mutual October 2011 - November 2013
alleviaCARE 2009 - 2010
H & A Trading Inc. 2002 - 2009
Skills
Disability Insurance, Customer Service, Strategic Financial..., Investments, Inspiration, Retirement Planning, Financial Analysis, Marketing, Business Development, Finance, Financial Planning, Insurance, Leadership, Management, Mutual Funds, Public Speaking, Retirement, Sales, Team Building, Wealth Management
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts (BA), Economics
University of Minnesota - Carlson School of Management 2008 — 2011
Entrepreneurial Management
Eden Prairie High School
Lisa Marie Kalis's Minneapolis Financial Group Experience November 2009 - January 2012
Job Marketing Manager at Verisae
Industry Public Relations and Communications
Experience
Verisae January 2015 - Present
Verisae February 2012 - December 2014
Minneapolis Financial Group November 2009 - January 2012
Mid-America Festivals May 2009 - October 2009
American Heart Association January 2009 - May 2009
People Serving People May 2007 - August 2007
Skills
Press Releases, Event Management, Volunteer Management, Publicity, Sponsorship, Marketing Communications, Journalism, Website Development, Media Relations, Social Media, Advertising, Sales, Social Media Marketing, Facebook, Email Marketing, Public Relations, Leadership, Marketing
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Public Relations, Advertising, Journalism, Communications
The University of Queensland 2008 — 2008
Semester Abroad Program
Parsons School of Design 2004 — 2004
Summer Intensive Studies: New York, Photography
Verisae January 2015 - Present
Verisae February 2012 - December 2014
Minneapolis Financial Group November 2009 - January 2012
Mid-America Festivals May 2009 - October 2009
American Heart Association January 2009 - May 2009
People Serving People May 2007 - August 2007
Skills
Press Releases, Event Management, Volunteer Management, Publicity, Sponsorship, Marketing Communications, Journalism, Website Development, Media Relations, Social Media, Advertising, Sales, Social Media Marketing, Facebook, Email Marketing, Public Relations, Leadership, Marketing
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Public Relations, Advertising, Journalism, Communications
The University of Queensland 2008 — 2008
Semester Abroad Program
Parsons School of Design 2004 — 2004
Summer Intensive Studies: New York, Photography
Harrison Weems Harrison Weems's Minneapolis Financial Group Experience May 2011 - February 2013
Job Chief Financial Officer at Hero Financial, LLC
Industry Financial Services
Experience
Hero Financial, LLC June 2013 - Present
Minneapolis Financial Group May 2011 - February 2013
Maple Grove Goodyear October 2004 - April 2011
Skills
Retirement, Customer Service, Disability Insurance, Finance, Insurance, Leadership
Education
University of Minnesota-Duluth 2007 — 2011
Bachelor's degree, Finance, General
Maple Grove Senior High 2004 — 2007
Hero Financial, LLC June 2013 - Present
Minneapolis Financial Group May 2011 - February 2013
Maple Grove Goodyear October 2004 - April 2011
Skills
Retirement, Customer Service, Disability Insurance, Finance, Insurance, Leadership
Education
University of Minnesota-Duluth 2007 — 2011
Bachelor's degree, Finance, General
Maple Grove Senior High 2004 — 2007
Bryan Lippincott Bryan Lippincott's Minneapolis Financial Group Experience September 2012 - May 2014
Job Financial Analyst, U.S. Bancorp
Industry Banking
Experience
Graffco Inc. September 2013 - September 2014
Minneapolis Financial Group September 2012 - May 2014
Washington Nationals June 2012 - May 2014
Skills
Microsoft Office, Baseball, Athletics, Intercollegiate..., Award Winner, Highly Organized &..., Highly motivated..., Superior Work Ethic, Goldmine, Sales, Interpersonal..., Exceptional People..., Assertiveness, Decisiveness, Priority Management, Proactive self-starter, Time Management, Teamwork, Finance, Competitive
Education
Concordia University-St. Paul 2008 — 2012
Bachelor of Arts, Finance
Graffco Inc. September 2013 - September 2014
Minneapolis Financial Group September 2012 - May 2014
Washington Nationals June 2012 - May 2014
Skills
Microsoft Office, Baseball, Athletics, Intercollegiate..., Award Winner, Highly Organized &..., Highly motivated..., Superior Work Ethic, Goldmine, Sales, Interpersonal..., Exceptional People..., Assertiveness, Decisiveness, Priority Management, Proactive self-starter, Time Management, Teamwork, Finance, Competitive
Education
Concordia University-St. Paul 2008 — 2012
Bachelor of Arts, Finance
Jennifer A. Waltman Jennifer A. Waltman's Minneapolis Financial Group Experience 2001 - 2007
Job Innovative Facilitator, Consultant, and Wellness Coach
Industry Professional Training & Coaching
Experience
Bush Foundation 2014 - Present
Heritage Strategic Group 2007 - Present
Hennepin County - DOCCR- AFSHS September 2012 - January 2014
Invitation Health and Wellness, Inc. & Institute for Public Health May 2011 - August 2012
Mille Lacs Band of Ojibwe July 2009 - June 2010
Minneapolis Financial Group 2001 - 2007
Consulting Work 1998 - 2001
American Indian Family Center 1997 - 1998
Skills
Fundraising, Non-profits, Program Development, Public Health Education, Strategic Planning, Leadership, Program Management, Training, Public Speaking, Coaching, Facilitation, Workshop Facilitation, Community Development, Organizational..., Project Planning, Public Relations, Nonprofits, Policy, Project Management, Psychotherapy, Analysis, Budgets, Business Development, Management, Entrepreneurship, Strategy, Event Planning, Staff Development, Leadership Development, Proposal Writing, Marketing, Government, Start-ups, Research
Education
Saint Mary's University of Minnesota 2010 — 2017
Doctor of Psychology (Psy.D.), Health Psychology, Workplace Wellness, Stress Management, Leadership Development
Augsburg College 2006 — 2007
Master of Business Administration (M.B.A.), Executive Management, Finance
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Management - Marketing Strategies
University of St. Thomas 1997 — 1998
Mini-MBA - Non-Profit Management, Non-Profit/Public/Organizational Management
St. Cloud State University 1992 — 1994
Bachelor of Science (BS), Social Work
Buena Vista University 1990 — 1992
Swanville Public High School 1984 — 1990
Bush Foundation 2014 - Present
Heritage Strategic Group 2007 - Present
Hennepin County - DOCCR- AFSHS September 2012 - January 2014
Invitation Health and Wellness, Inc. & Institute for Public Health May 2011 - August 2012
Mille Lacs Band of Ojibwe July 2009 - June 2010
Minneapolis Financial Group 2001 - 2007
Consulting Work 1998 - 2001
American Indian Family Center 1997 - 1998
Skills
Fundraising, Non-profits, Program Development, Public Health Education, Strategic Planning, Leadership, Program Management, Training, Public Speaking, Coaching, Facilitation, Workshop Facilitation, Community Development, Organizational..., Project Planning, Public Relations, Nonprofits, Policy, Project Management, Psychotherapy, Analysis, Budgets, Business Development, Management, Entrepreneurship, Strategy, Event Planning, Staff Development, Leadership Development, Proposal Writing, Marketing, Government, Start-ups, Research
Education
Saint Mary's University of Minnesota 2010 — 2017
Doctor of Psychology (Psy.D.), Health Psychology, Workplace Wellness, Stress Management, Leadership Development
Augsburg College 2006 — 2007
Master of Business Administration (M.B.A.), Executive Management, Finance
Northwestern University - Kellogg School of Management 2005 — 2005
Executive Management - Marketing Strategies
University of St. Thomas 1997 — 1998
Mini-MBA - Non-Profit Management, Non-Profit/Public/Organizational Management
St. Cloud State University 1992 — 1994
Bachelor of Science (BS), Social Work
Buena Vista University 1990 — 1992
Swanville Public High School 1984 — 1990
Jesse Polk's Minneapolis Financial Group Experience July 2010 - Present
Job Financial Advisor and Partner at Minneapolis Financial Group
Industry Financial Services
Experience
MInneapolis Financial Group July 2010 - Present
Formula September 2008 - June 2010
Skills
Insurance, Fixed Annuities, Finance
Education
Saint Mary's University of Minnesota 2004 — 2008
BA, Business: Marketing and Entreprenuership
MInneapolis Financial Group July 2010 - Present
Formula September 2008 - June 2010
Skills
Insurance, Fixed Annuities, Finance
Education
Saint Mary's University of Minnesota 2004 — 2008
BA, Business: Marketing and Entreprenuership
David Saltzman David Saltzman's Minneapolis Financial Group Experience January 2010 - Present
Job Financial Advisor at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group January 2010 - Present
Autism Resource Network, Inc. 1996 - 2012
Integrated Healthcare Strategies 1995 - December 2009
Arc Greater Twin Cities 2001 - 2002
Skills
Public Speaking, Non-profits, Event Planning, Strategic Planning, Retirement, Financial Services, Research, Fundraising, Social Media, Insurance, Marketing
Education
University of Minnesota-Twin Cities 1972 — 1974
BA, Theater
Northwestern University
Undergraduate Study, Theater
Southwest High School
Minneapolis Financial Group January 2010 - Present
Autism Resource Network, Inc. 1996 - 2012
Integrated Healthcare Strategies 1995 - December 2009
Arc Greater Twin Cities 2001 - 2002
Skills
Public Speaking, Non-profits, Event Planning, Strategic Planning, Retirement, Financial Services, Research, Fundraising, Social Media, Insurance, Marketing
Education
University of Minnesota-Twin Cities 1972 — 1974
BA, Theater
Northwestern University
Undergraduate Study, Theater
Southwest High School
Gina Hutton's Minneapolis Financial Group Experience May 2008 - October 2008
Job Customer Support Supervisor at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek October 2012 - Present
Aerotek December 2010 - September 2012
Minnesota Timberwolves August 2008 - August 2011
Aerotek March 2010 - December 2010
taj salon & spa January 2009 - March 2010
Minneapolis Financial Group May 2008 - October 2008
Minnesota Vikings Football, LLC April 2005 - April 2008
Metro Sales July 2007 - February 2008
Skills
Recruiting, Applicant Tracking..., Human Resources, Staffing Services, Temporary Placement, Employee Benefits, Management, Cold Calling, Coaching, Payroll, Account Management, Sales, Technical Recruiting, Customer Service, Talent Acquisition, Marketing, Social Media, Social Networking, Event Planning, Social Media Marketing, Interviews, Leadership, Training
Education
St. Cloud State University 2002 — 2007
Bachelor of Science, Business Communications
Aerotek October 2012 - Present
Aerotek December 2010 - September 2012
Minnesota Timberwolves August 2008 - August 2011
Aerotek March 2010 - December 2010
taj salon & spa January 2009 - March 2010
Minneapolis Financial Group May 2008 - October 2008
Minnesota Vikings Football, LLC April 2005 - April 2008
Metro Sales July 2007 - February 2008
Skills
Recruiting, Applicant Tracking..., Human Resources, Staffing Services, Temporary Placement, Employee Benefits, Management, Cold Calling, Coaching, Payroll, Account Management, Sales, Technical Recruiting, Customer Service, Talent Acquisition, Marketing, Social Media, Social Networking, Event Planning, Social Media Marketing, Interviews, Leadership, Training
Education
St. Cloud State University 2002 — 2007
Bachelor of Science, Business Communications
Daniel Goldsmith Daniel Goldsmith's Minneapolis Financial Group Experience 2015 - 2015
Job Partner at The Saint Paul Group
Industry Financial Services
Experience
The Saint Paul Group 2015 - Present
Minneapolis Financial Group 2015 - 2015
Minneapolis Financial Group 2011 - 2015
Skills
Financial Planning, Retirement Planning, Retirement, Portfolio Management, Estate Planning, Qualified Retirement..., Wealth Management, Disability Insurance, Customer Service, Long Term Care Insurance, Insurance, Financial Services, Leadership, Finance, 401k, Retirement Plan..., Investments, Life Insurance, Employee Benefits, Mutual Funds, Fixed Annuities, Financial Goals, Roth IRA, Securities, Health Insurance, Public Speaking
Education
The College of St. Scholastica 2008 — 2010
Bachelor of Arts (B.A.), Marketing, Management
The Saint Paul Group 2015 - Present
Minneapolis Financial Group 2015 - 2015
Minneapolis Financial Group 2011 - 2015
Skills
Financial Planning, Retirement Planning, Retirement, Portfolio Management, Estate Planning, Qualified Retirement..., Wealth Management, Disability Insurance, Customer Service, Long Term Care Insurance, Insurance, Financial Services, Leadership, Finance, 401k, Retirement Plan..., Investments, Life Insurance, Employee Benefits, Mutual Funds, Fixed Annuities, Financial Goals, Roth IRA, Securities, Health Insurance, Public Speaking
Education
The College of St. Scholastica 2008 — 2010
Bachelor of Arts (B.A.), Marketing, Management
Ann Grode's Minneapolis Financial Group Experience June 2009 - May 2010
Job Housing Manager at Good Samaritan Society
Industry Individual & Family Services
Experience
Good Samaritan Society December 2013 - Present
Ann Grode Elder Care Planning October 2008 - Present
American Senior Benefits April 2011 - October 2012
Minneapolis Financial Group June 2009 - May 2010
New York Life June 2008 - June 2009
Walker Methodist (Westwood Ridge) September 2001 - October 2008
Wells Fargo 1998 - 2001
EduServ Technologies Inc 1989 - 1995
Skills
Insurance, Customer Service, Long Term Care, Health, Long-term Care, Medicare, Student Loans, Healthcare, Employee Benefits, Fixed Annuities, Life Insurance, Financial Planners, Term Life Insurance, Health Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Seniors, Estate Planning, Elder Care, Team Building, Small Business, Marketing, Retirement Planning, Leadership, Home Care, Social Services, Case Managment, Strategic Planning, IRAs, Healthcare Management, Critical Illness, Financial Services
Education
Saint Mary's University of Minnesota 1983 — 1987
B.A.
Hill Murray High School 1979 — 1983
Good Samaritan Society December 2013 - Present
Ann Grode Elder Care Planning October 2008 - Present
American Senior Benefits April 2011 - October 2012
Minneapolis Financial Group June 2009 - May 2010
New York Life June 2008 - June 2009
Walker Methodist (Westwood Ridge) September 2001 - October 2008
Wells Fargo 1998 - 2001
EduServ Technologies Inc 1989 - 1995
Skills
Insurance, Customer Service, Long Term Care, Health, Long-term Care, Medicare, Student Loans, Healthcare, Employee Benefits, Fixed Annuities, Life Insurance, Financial Planners, Term Life Insurance, Health Insurance, Retirement, Disability Insurance, Long Term Care Insurance, Seniors, Estate Planning, Elder Care, Team Building, Small Business, Marketing, Retirement Planning, Leadership, Home Care, Social Services, Case Managment, Strategic Planning, IRAs, Healthcare Management, Critical Illness, Financial Services
Education
Saint Mary's University of Minnesota 1983 — 1987
B.A.
Hill Murray High School 1979 — 1983
Peter Carlson Peter Carlson's Minneapolis Financial Group Experience July 2004 - December 2013
Job President at PWC Financial & Insurance Services, LLC
Industry Financial Services
Experience
PWC Financial & Insurance Services, LLC January 2014 - Present
Minneapolis Financial Group July 2004 - December 2013
UBS Wealth Management 1996 - 2004
RBC Wealth Management 1990 - 1996
Skills
Life Insurance, Disability Insurance, Estate Planning, Strategic Asset..., Long Term Care Planning, Alternative Investments, Defensive Strategies, Risk Management, Indexed Strategies, Investment Principles, Variable Annuities, Financial Advisory, Bonds, Portfolio Management, Strategic Planning, Series 65, IRAs, ETFs, Investment Strategies, Wealth Management..., Financial Goals, Investment Advisory, Mutual Funds, Succession Planning, Fixed Annuities, Wealth Management, Asset Management, Strategic Financial...
Education
University of Minnesota-Twin Cities 1967 — 1969
BS, Business Administration
Taylor University 1965 — 1967
General Studies - 2 years
PWC Financial & Insurance Services, LLC January 2014 - Present
Minneapolis Financial Group July 2004 - December 2013
UBS Wealth Management 1996 - 2004
RBC Wealth Management 1990 - 1996
Skills
Life Insurance, Disability Insurance, Estate Planning, Strategic Asset..., Long Term Care Planning, Alternative Investments, Defensive Strategies, Risk Management, Indexed Strategies, Investment Principles, Variable Annuities, Financial Advisory, Bonds, Portfolio Management, Strategic Planning, Series 65, IRAs, ETFs, Investment Strategies, Wealth Management..., Financial Goals, Investment Advisory, Mutual Funds, Succession Planning, Fixed Annuities, Wealth Management, Asset Management, Strategic Financial...
Education
University of Minnesota-Twin Cities 1967 — 1969
BS, Business Administration
Taylor University 1965 — 1967
General Studies - 2 years
Kurt Eckstrom Kurt Eckstrom's Minneapolis Financial Group Experience 2010 - February 2012
Job Account Manager at Cahill, Schmitz & Cahill Inc.
Industry Electrical/Electronic Manufacturing
Experience
Cahill, Schmitz & Cahill Inc. January 2013 - Present
Minneapolis Financial Group 2010 - February 2012
Visual Displays Incorporated February 2012 - 2012
Cahill Schmitz and Cahill November 2007 - June 2011
Future Electronics May 2006 - October 2007
Skills
Electronics, Product Marketing, Semiconductors, Manufacturing, Product Launch, Management, Sales, Electrical Engineering, Business Development
Education
University of Minnesota-Twin Cities 1981 — 1985
BSEE, Electrical Engineering
Cahill, Schmitz & Cahill Inc. January 2013 - Present
Minneapolis Financial Group 2010 - February 2012
Visual Displays Incorporated February 2012 - 2012
Cahill Schmitz and Cahill November 2007 - June 2011
Future Electronics May 2006 - October 2007
Skills
Electronics, Product Marketing, Semiconductors, Manufacturing, Product Launch, Management, Sales, Electrical Engineering, Business Development
Education
University of Minnesota-Twin Cities 1981 — 1985
BSEE, Electrical Engineering
Dale Carlson Dale Carlson's Minneapolis Financial Group Experience January 2009 - May 2011
Job Investment Executive at Lake Area Financial Services
Industry Financial Services
Experience
Lake Area Financial Services May 2011 - Present
Minneapolis Financial Group January 2009 - May 2011
TCF Bank February 1985 - January 2009
Skills
Banking, Insurance, Financial Services, Securities, Investments, Finance, Portfolio Management, Cash Management, Customer Service, Analysis, Financial Analysis, Loans, Strategic Financial..., Mortgage Lending, Retirement Planning, Credit
Education
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Arts
Lake Area Financial Services May 2011 - Present
Minneapolis Financial Group January 2009 - May 2011
TCF Bank February 1985 - January 2009
Skills
Banking, Insurance, Financial Services, Securities, Investments, Finance, Portfolio Management, Cash Management, Customer Service, Analysis, Financial Analysis, Loans, Strategic Financial..., Mortgage Lending, Retirement Planning, Credit
Education
University of Minnesota-Twin Cities 1979 — 1983
Bachelor of Arts
Brad Melsa Brad Melsa's Minneapolis Financial Group Experience January 2009 - October 2009
Job Financial Advisor at Think Investment Services
Industry Financial Services
Experience
Think Investment Services May 2012 - Present
CUNA Mutual Group November 2009 - May 2012
Minneapolis Financial Group January 2009 - October 2009
TCF Bank February 2007 - September 2008
Education
Iowa State University - College of Business 1986 — 1990
management
Think Investment Services May 2012 - Present
CUNA Mutual Group November 2009 - May 2012
Minneapolis Financial Group January 2009 - October 2009
TCF Bank February 2007 - September 2008
Education
Iowa State University - College of Business 1986 — 1990
management
Michael Gaynor Michael Gaynor's Minneapolis Financial Group Experience April 2009 - April 2010
Job Risk management at FDIC
Industry Financial Services
Experience
FDIC May 2010 - Present
Minneapolis Financial Group April 2009 - April 2010
US Bank January 1999 - September 2008
U S Bank 1993 - 2008
US Bank May 1993 - December 1998
Wells Fargo 1990 - 1993
KPMG Audit 1986 - 1989
Education
University of Minnesota - Carlson School of Management 1990 — 1993
MBA, Finance
University of Wisconsin-Madison - School of Business
BBA, Accounting
FDIC May 2010 - Present
Minneapolis Financial Group April 2009 - April 2010
US Bank January 1999 - September 2008
U S Bank 1993 - 2008
US Bank May 1993 - December 1998
Wells Fargo 1990 - 1993
KPMG Audit 1986 - 1989
Education
University of Minnesota - Carlson School of Management 1990 — 1993
MBA, Finance
University of Wisconsin-Madison - School of Business
BBA, Accounting
Merkle Greene Merkle Greene's Minneapolis Financial Group Experience July 2013 - September 2013
Job Credit Coordinator at Anchor Bank, N.A.
Industry Financial Services
Experience
Anchor Bank, N.A. September 2014 - Present
Wells Fargo January 2014 - September 2014
Minneapolis Financial Group July 2013 - September 2013
Capital One 360 September 2012 - May 2013
Husky Growth Fund May 2012 - December 2012
Investment Club May 2012 - December 2012
St. Cloud State University August 2009 - September 2012
isd 742 September 2009 - December 2009
Skills
Sales, Banking, Relationship Management, Communication, Public Speaking, Microsoft Office, Social Networking, Social Media, Leadership, Teamwork, Critical Thinking, Finance, Time Management, Team Leadership, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2012
Bachelor of Science (BS) AACSB Accredited, Finance, General, Senior
Anchor Bank, N.A. September 2014 - Present
Wells Fargo January 2014 - September 2014
Minneapolis Financial Group July 2013 - September 2013
Capital One 360 September 2012 - May 2013
Husky Growth Fund May 2012 - December 2012
Investment Club May 2012 - December 2012
St. Cloud State University August 2009 - September 2012
isd 742 September 2009 - December 2009
Skills
Sales, Banking, Relationship Management, Communication, Public Speaking, Microsoft Office, Social Networking, Social Media, Leadership, Teamwork, Critical Thinking, Finance, Time Management, Team Leadership, Customer Service, Microsoft Excel, Microsoft Word, Data Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 2008 — 2012
Bachelor of Science (BS) AACSB Accredited, Finance, General, Senior
Jessica Kraus Jessica Kraus's Minneapolis Financial Group Experience June 2012 - March 2014
Job Treasury Services Associate Implementation Coordinator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Minneapolis Financial Group June 2012 - March 2014
Macy's Inc May 2009 - September 2009
Inver Grove Ford May 2008 - November 2008
Skills
Retirement, Insurance, Collaborative Problem..., Financial Modeling, Teamwork, Treasury Management, Treasury Services, business banking, Long Term Care Insurance, Strategy Implementation, PowerPoint, Strategic Financial..., Time Management, AES, Microsoft Excel, Microsoft Word, Series 63, Series 6, Life & Health Insurance..., Microsoft Powerpoint, SPSS, Cost-Benefit Analysis, Economic Forecasting, Team Leadership, Input/Output Analysis, Linear Regression, Multiple Regression, Econometric Modeling, Applied Econometrics, Price Forecasting, Market Analysis, Price Modeling, Blogging, Social Media, Finance, Customer Service, Financial Planning, Management, Leadership, Microsoft Office, Sales
Education
Hamline University 2014 — 2016
Master of Business Administration (M.B.A.)
Hamline University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Hamline University School of Business 2008 — 2012
Bachelor of Business, Economics
Wells Fargo December 2013 - Present
Minneapolis Financial Group June 2012 - March 2014
Macy's Inc May 2009 - September 2009
Inver Grove Ford May 2008 - November 2008
Skills
Retirement, Insurance, Collaborative Problem..., Financial Modeling, Teamwork, Treasury Management, Treasury Services, business banking, Long Term Care Insurance, Strategy Implementation, PowerPoint, Strategic Financial..., Time Management, AES, Microsoft Excel, Microsoft Word, Series 63, Series 6, Life & Health Insurance..., Microsoft Powerpoint, SPSS, Cost-Benefit Analysis, Economic Forecasting, Team Leadership, Input/Output Analysis, Linear Regression, Multiple Regression, Econometric Modeling, Applied Econometrics, Price Forecasting, Market Analysis, Price Modeling, Blogging, Social Media, Finance, Customer Service, Financial Planning, Management, Leadership, Microsoft Office, Sales
Education
Hamline University 2014 — 2016
Master of Business Administration (M.B.A.)
Hamline University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Hamline University School of Business 2008 — 2012
Bachelor of Business, Economics
Carl Lottman Carl Lottman's Minneapolis Financial Group Experience May 2011 - Present
Job Financial Advisor and Managing Associate at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group May 2011 - Present
Your Place Tavern August 2008 - May 2011
Luther College April 2008 - May 2011
University of Minnesota June 2007 - August 2010
City of Brooklyn Park February 2003 - August 2009
Skills
PowerPoint, Social Media, Analysis, Microsoft Excel, Insurance, Public Speaking, Customer Service, Event Planning, Finance, Microsoft Office, Microsoft Word, Sports, Research, Leadership, Data Analysis, Teamwork, Access, Time Management, Financial Analysis
Education
Luther College 2007 — 2011
BA, Business Management
Minneapolis Financial Group May 2011 - Present
Your Place Tavern August 2008 - May 2011
Luther College April 2008 - May 2011
University of Minnesota June 2007 - August 2010
City of Brooklyn Park February 2003 - August 2009
Skills
PowerPoint, Social Media, Analysis, Microsoft Excel, Insurance, Public Speaking, Customer Service, Event Planning, Finance, Microsoft Office, Microsoft Word, Sports, Research, Leadership, Data Analysis, Teamwork, Access, Time Management, Financial Analysis
Education
Luther College 2007 — 2011
BA, Business Management
Jon Althoff Jon Althoff's Minneapolis Financial Group Experience January 2009 - January 2010
Job Investment Sales Professional
Industry Financial Services
Experience
Cetera Investment Services February 2010 - Present
Minneapolis Financial Group January 2009 - January 2010
TCF Investments May 2004 - November 2008
TCF Investments May 2001 - May 2004
Skills
Sales, Leadership, Investments, Financial Services, Sales Management, Talent Acquisition, Banking, Account Management, Business Development, Analysis, Customer Service, Finance, Financial Analysis, Insurance, Mergers, Management, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Risk Management, Salesforce.com, Series 7, Strategic Planning, Team Building
Education
University of Minnesota-Twin Cities 1991 — 1996
BS, Economics
Cetera Investment Services February 2010 - Present
Minneapolis Financial Group January 2009 - January 2010
TCF Investments May 2004 - November 2008
TCF Investments May 2001 - May 2004
Skills
Sales, Leadership, Investments, Financial Services, Sales Management, Talent Acquisition, Banking, Account Management, Business Development, Analysis, Customer Service, Finance, Financial Analysis, Insurance, Mergers, Management, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Risk Management, Salesforce.com, Series 7, Strategic Planning, Team Building
Education
University of Minnesota-Twin Cities 1991 — 1996
BS, Economics
Dave Austin's Minneapolis Financial Group Experience 2002 - Present
Job President & Managing Partner at MassMutual Iowa
Industry Financial Services
Experience
MassMutual Iowa April 2014 - Present
Minneapolis Financial Group 2002 - Present
NAIFA-Iowa 2014 - 2015
MFG Mortgage Services LLC May 2005 - July 2009
Consolidated Financial LLC May 2002 - May 2005
CDW Computer Centers Inc September 1996 - May 2002
Bresler's Ice Cream & Yogurt May 1993 - September 1996
Austin Air Inc March 1991 - May 1993
Sequel Systems Corporation July 1989 - March 1991
Skills
Long Term Care Insurance, Retirement Planning, Estate Planning, Financial Planners, Insurance, Sales Management, Income Protection, Succession Planning, Investments, Fixed Annuities, Buy-sell Agreements, Non-Qualified Deferred..., Strategic Financial..., Sales, Bonus, Plannning, Sales Coach, Sales Pipeline..., Personal Planning, Charitable Gifts/Trusts..., Family Income..., Life Insurance Trusts, Trusts/ILITs/IDITs, Executive 162 Bonus..., 412(e)(3) Fully Insured..., Nonqualified Deferred..., Qualified Plans, Split Dollar Plans, Business Succession..., Life Insurance, Finance, Leadership, Retirement, Disability Insurance, Financial Advisory
Education
The American College 2011 — 2012
Chartered Life Underwriter, Financial Planning and Services
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science, Aeronautical Business Administration
Southwestern Illinois College 1989 — 1991
Associate of Applied Science, Professional Pilot Training
MassMutual Iowa April 2014 - Present
Minneapolis Financial Group 2002 - Present
NAIFA-Iowa 2014 - 2015
MFG Mortgage Services LLC May 2005 - July 2009
Consolidated Financial LLC May 2002 - May 2005
CDW Computer Centers Inc September 1996 - May 2002
Bresler's Ice Cream & Yogurt May 1993 - September 1996
Austin Air Inc March 1991 - May 1993
Sequel Systems Corporation July 1989 - March 1991
Skills
Long Term Care Insurance, Retirement Planning, Estate Planning, Financial Planners, Insurance, Sales Management, Income Protection, Succession Planning, Investments, Fixed Annuities, Buy-sell Agreements, Non-Qualified Deferred..., Strategic Financial..., Sales, Bonus, Plannning, Sales Coach, Sales Pipeline..., Personal Planning, Charitable Gifts/Trusts..., Family Income..., Life Insurance Trusts, Trusts/ILITs/IDITs, Executive 162 Bonus..., 412(e)(3) Fully Insured..., Nonqualified Deferred..., Qualified Plans, Split Dollar Plans, Business Succession..., Life Insurance, Finance, Leadership, Retirement, Disability Insurance, Financial Advisory
Education
The American College 2011 — 2012
Chartered Life Underwriter, Financial Planning and Services
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Science, Aeronautical Business Administration
Southwestern Illinois College 1989 — 1991
Associate of Applied Science, Professional Pilot Training
Julia Munson's Minneapolis Financial Group Experience June 2015 - Present
Job Brokerage Assistant at Minneapolis Financial Group
Industry Marketing and Advertising
Experience
Minneapolis Financial Group June 2015 - Present
SW News Media April 2015 - June 2015
The Copper River Group August 2013 - September 2014
Make-A-Wish Foundation of North Dakota December 2012 - May 2013
American Family Insurance November 2012 - February 2013
Skills
Public Speaking, InDesign, Marketing Communications, Customer Service, Time Management, Leadership, Photography, Photoshop, Adobe Creative Suite, Blogging
Education
Minnesota State University, Moorhead 2009 — 2013
Bachelor's Degree, Mass Communication, Advertising
Minnesota State University, Moorhead 2009 — 2013
Bachelor's degree, Mass Communication/Media Studies
Minneapolis Financial Group June 2015 - Present
SW News Media April 2015 - June 2015
The Copper River Group August 2013 - September 2014
Make-A-Wish Foundation of North Dakota December 2012 - May 2013
American Family Insurance November 2012 - February 2013
Skills
Public Speaking, InDesign, Marketing Communications, Customer Service, Time Management, Leadership, Photography, Photoshop, Adobe Creative Suite, Blogging
Education
Minnesota State University, Moorhead 2009 — 2013
Bachelor's Degree, Mass Communication, Advertising
Minnesota State University, Moorhead 2009 — 2013
Bachelor's degree, Mass Communication/Media Studies
Jeff Hagen Jeff Hagen's Minneapolis Financial Group Experience September 2008 - March 2010
Job Shelf Management Specialist at SUPERVALU
Industry Consumer Goods
Experience
SUPERVALU April 2015 - Present
MOM Brands March 2014 - April 2015
MOM Brands March 2010 - March 2014
Minneapolis Financial Group September 2008 - March 2010
Skills
Negotiation, Visual Merchandising, Consumer Insight, Product Placement, Strategic Planning, Collaboration, Influence Others, Problem Solving
Education
University of Minnesota-Twin Cities 2000 — 2006
Bachelor of Science (BS), Psychology/Coaching Studies
SUPERVALU April 2015 - Present
MOM Brands March 2014 - April 2015
MOM Brands March 2010 - March 2014
Minneapolis Financial Group September 2008 - March 2010
Skills
Negotiation, Visual Merchandising, Consumer Insight, Product Placement, Strategic Planning, Collaboration, Influence Others, Problem Solving
Education
University of Minnesota-Twin Cities 2000 — 2006
Bachelor of Science (BS), Psychology/Coaching Studies
Molly Fitzgerald's Minneapolis Financial Group Experience June 2013 - November 2013
Job Marketing Research Intern at Edelman Berland
Industry Market Research
Experience
Edelman Berland June 2015 - Present
Her Campus Media April 2014 - May 2015
Kemps LLC January 2015 - February 2015
Kemps LLC June 2014 - August 2014
Minneapolis Financial Group June 2013 - November 2013
Kathleen Creswell-Cunningham, LTD. May 2012 - August 2012
Skills
Microsoft Word, Public Speaking, PowerPoint, Blogging, Microsoft Office, Recruiting, Microsoft Excel, Customer Service, Leadership, Time Management, Management, Marketing, Phone Etiquette, File Management, Editing, Social Media
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Psychology and Management Studies, 3.45
Trinity College, Dublin 2014 — 2014
Study Abroad
Edelman Berland June 2015 - Present
Her Campus Media April 2014 - May 2015
Kemps LLC January 2015 - February 2015
Kemps LLC June 2014 - August 2014
Minneapolis Financial Group June 2013 - November 2013
Kathleen Creswell-Cunningham, LTD. May 2012 - August 2012
Skills
Microsoft Word, Public Speaking, PowerPoint, Blogging, Microsoft Office, Recruiting, Microsoft Excel, Customer Service, Leadership, Time Management, Management, Marketing, Phone Etiquette, File Management, Editing, Social Media
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), Psychology and Management Studies, 3.45
Trinity College, Dublin 2014 — 2014
Study Abroad
Mary Beth Boyce's Minneapolis Financial Group Experience September 2009 - 2010
Job Associate Attorney at Meuser & Associates, P.A.
Industry Law Practice
Experience
Meuser & Associates, P.A. December 2013 - Present
Hennepin County Public Defender's Office January 2013 - May 2013
Brockton D. Hunter, P.A. 2011 - 2013
The Honorable Magistrate Judge Jeanne Graham September 2012 - December 2012
Minneapolis Financial Group September 2009 - 2010
Omaha Central High School January 2009 - May 2009
Creighton University June 2008 - May 2009
Skills
Legal Writing, Criminal Law, Westlaw, Legal Research
Education
St. Thomas University School of Law 2010 — 2013
Doctor of Law (JD), Cum Laude
Creighton University 2005 — 2009
Bachelor of Arts (BA), English with Concentration in Secondary Education, Cum Laude
Meuser & Associates, P.A. December 2013 - Present
Hennepin County Public Defender's Office January 2013 - May 2013
Brockton D. Hunter, P.A. 2011 - 2013
The Honorable Magistrate Judge Jeanne Graham September 2012 - December 2012
Minneapolis Financial Group September 2009 - 2010
Omaha Central High School January 2009 - May 2009
Creighton University June 2008 - May 2009
Skills
Legal Writing, Criminal Law, Westlaw, Legal Research
Education
St. Thomas University School of Law 2010 — 2013
Doctor of Law (JD), Cum Laude
Creighton University 2005 — 2009
Bachelor of Arts (BA), English with Concentration in Secondary Education, Cum Laude
Matt Hiller Matt Hiller's Minneapolis Financial Group Experience January 2015 - Present
Job Financial Representative at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group January 2015 - Present
Northwestern Mutual March 2013 - December 2014
Skills
Financial Services, Customer Service, Retirement Planning, IRAs, Investments, Life Insurance, Disability Insurance, Long-term Care, Strategic Financial..., Sales, Finance, Personal Budgeting
Education
Bethany Lutheran College
Bachelor of Arts (B.A.), Business Administration with an emphasis in Finance
St. Clair High School
Minneapolis Financial Group January 2015 - Present
Northwestern Mutual March 2013 - December 2014
Skills
Financial Services, Customer Service, Retirement Planning, IRAs, Investments, Life Insurance, Disability Insurance, Long-term Care, Strategic Financial..., Sales, Finance, Personal Budgeting
Education
Bethany Lutheran College
Bachelor of Arts (B.A.), Business Administration with an emphasis in Finance
St. Clair High School
John Buyse II John Buyse II's Minneapolis Financial Group Experience March 2012 - Present
Job Financial Advisor at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group March 2012 - Present
Cypress Woods Golf & Country Club November 2009 - May 2011
Stewart Grandpre Printing May 2009 - November 2009
Arrowhead Golf & Country Club June 2007 - August 2007
Arctic Glacier Inc June 2006 - September 2006
Skills
Insurance, Retirement, Finance, Disability Insurance, Long Term Care Insurance, Employee Benefits, Sales, Retirement Planning, Investments, Life Insurance, Financial Services, Customer Service, Training, Estate Planning, Wealth Management
Education
Bethel University 2005 — 2009
Bachelor of Arts, Business Marketing: Minor in Leadership
Anoka High School
Minneapolis Financial Group March 2012 - Present
Cypress Woods Golf & Country Club November 2009 - May 2011
Stewart Grandpre Printing May 2009 - November 2009
Arrowhead Golf & Country Club June 2007 - August 2007
Arctic Glacier Inc June 2006 - September 2006
Skills
Insurance, Retirement, Finance, Disability Insurance, Long Term Care Insurance, Employee Benefits, Sales, Retirement Planning, Investments, Life Insurance, Financial Services, Customer Service, Training, Estate Planning, Wealth Management
Education
Bethel University 2005 — 2009
Bachelor of Arts, Business Marketing: Minor in Leadership
Anoka High School
Daniel Cison Daniel Cison's Minneapolis Financial Group Experience April 2012 - September 2014
Job Client Relations Manager
Industry Financial Services
Experience
RJF Financial Services September 2014 - Present
Minneapolis Financial Group April 2012 - September 2014
Ryan Hodgins CPAs & Associates January 2012 - April 2012
Independent Officials Association January 2006 - January 2012
Canterbury Park 2008 - 2012
Education
Minnesota State University, Mankato 2008 — 2011
Bachelor's, Accounting
West Lutheran High School 2003 — 2007
Diploma
Cross of Christ Lutheran
RJF Financial Services September 2014 - Present
Minneapolis Financial Group April 2012 - September 2014
Ryan Hodgins CPAs & Associates January 2012 - April 2012
Independent Officials Association January 2006 - January 2012
Canterbury Park 2008 - 2012
Education
Minnesota State University, Mankato 2008 — 2011
Bachelor's, Accounting
West Lutheran High School 2003 — 2007
Diploma
Cross of Christ Lutheran
Christina Mangine Christina Mangine's Minneapolis Financial Group Experience June 2011 - December 2011
Job Mortgage Processor at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage July 2012 - November 2014
Wells Fargo Advisors January 2012 - May 2012
Minneapolis Financial Group June 2011 - December 2011
UBS June 2010 - August 2010
Holiday Inn Express June 2008 - August 2010
Skills
Vocal Performance, Customer Service, Microsoft Word, Outlook, Life Insurance, Organization
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, International Management
Hill-Murray School 2003 — 2007
Wells Fargo Home Mortgage November 2014 - Present
Wells Fargo Home Mortgage July 2012 - November 2014
Wells Fargo Advisors January 2012 - May 2012
Minneapolis Financial Group June 2011 - December 2011
UBS June 2010 - August 2010
Holiday Inn Express June 2008 - August 2010
Skills
Vocal Performance, Customer Service, Microsoft Word, Outlook, Life Insurance, Organization
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, International Management
Hill-Murray School 2003 — 2007
Sahand Elmtalab, CFP®, ChFC®, CLU® Sahand Elmtalab, CFP®, ChFC®, CLU®'s Minneapolis Financial Group Experience January 2013 - Present
Job Partner
Industry Financial Services
Experience
M&E Catalyst Group September 2013 - Present
Minneapolis Financial Group January 2013 - Present
Northwestern Mutual Financial Network December 2007 - January 2013
Nordstrom March 2007 - December 2007
LPA Retail Systems September 2006 - December 2006
Skills
Securities, Wealth Management, Leadership, Financial Services, Strategic Planning, Data Analysis, 401k, Team Leadership, Financial Advisory, Public Speaking, Due Diligence, Process Improvement, Account Management, Budgets, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Management, Strategic Financial...
Education
Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting
University of Minnesota-Twin Cities 2003 — 2007
B.A., Applied Economics - Finance and Management Intensive, Management Minor
M&E Catalyst Group September 2013 - Present
Minneapolis Financial Group January 2013 - Present
Northwestern Mutual Financial Network December 2007 - January 2013
Nordstrom March 2007 - December 2007
LPA Retail Systems September 2006 - December 2006
Skills
Securities, Wealth Management, Leadership, Financial Services, Strategic Planning, Data Analysis, 401k, Team Leadership, Financial Advisory, Public Speaking, Due Diligence, Process Improvement, Account Management, Budgets, Employee Benefits, Financial Analysis, Financial Planners, Financial Reporting, Management, Strategic Financial...
Education
Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Accounting
University of Minnesota-Twin Cities 2003 — 2007
B.A., Applied Economics - Finance and Management Intensive, Management Minor
Miran Milovanovic's Minneapolis Financial Group Experience August 2014 - Present
Job Financial Services Professional at Minneapolis Financial Group
Industry Translation and Localization
Experience
Minneapolis Financial Group August 2014 - Present
Multilingual word December 2011 - Present
Superior Management Solutions May 2014 - June 2014
Aces September 2012 - May 2014
Kids & Company September 2008 - August 2012
Skills
PowerPoint, Public Speaking, Research, Social Media, Editing, Microsoft Office, Translation, Teamwork, Event Management, Microsoft Word, Microsoft Excel, Facebook, Twitter, WordPress, Slideshare, CSS, HTML, Leadership, Team Leadership
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor of Arts (BA), Communication and Media Studies and German
Minnetonka High School 2005 — 2009
Minneapolis Financial Group August 2014 - Present
Multilingual word December 2011 - Present
Superior Management Solutions May 2014 - June 2014
Aces September 2012 - May 2014
Kids & Company September 2008 - August 2012
Skills
PowerPoint, Public Speaking, Research, Social Media, Editing, Microsoft Office, Translation, Teamwork, Event Management, Microsoft Word, Microsoft Excel, Facebook, Twitter, WordPress, Slideshare, CSS, HTML, Leadership, Team Leadership
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor of Arts (BA), Communication and Media Studies and German
Minnetonka High School 2005 — 2009
Andrew Kolb's Minneapolis Financial Group Experience June 2015 - Present
Job Financial Services Professional at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group June 2015 - Present
Short's Burger and Shine August 2012 - May 2014
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Leadership
Education
University of Iowa 2011 — 2015
BBA in Finance, Finance, General
Wayzata High School 2007 — 2011
High School, General, 3.7
Minneapolis Financial Group June 2015 - Present
Short's Burger and Shine August 2012 - May 2014
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Leadership
Education
University of Iowa 2011 — 2015
BBA in Finance, Finance, General
Wayzata High School 2007 — 2011
High School, General, 3.7
Eric Skoog's Minneapolis Financial Group Experience April 2007 - January 2012
Job The Forgettables
Industry Music
Experience
EWS January 2012 - Present
Minneapolis Financial Group April 2007 - January 2012
Education
Gustavus Adolphus College 1997 — 2001
BS, Management
EWS January 2012 - Present
Minneapolis Financial Group April 2007 - January 2012
Education
Gustavus Adolphus College 1997 — 2001
BS, Management
Sarah Elmtalab's Minneapolis Financial Group Experience January 2013 - Present
Job COO at M&E Catalyst Group
Industry Financial Services
Experience
M&E Catalyst Group January 2013 - Present
Minneapolis Financial Group January 2013 - Present
CorePower Yoga January 2011 - Present
Haute Barre April 2013 - Present
Mat-Kat Smoothie Shack and Juice Bar May 2013 - January 2014
Skills
Risk Management, Teaching, Event Planning, Coaching, Sales, Customer Service, Strategic Planning, Leadership Development, Leadership, Team Building, Training, Social Networking, Public Speaking, Yoga, Fundraising, Management, Social Media
Education
University of Minnesota-Twin Cities 2003 — 2006
M&E Catalyst Group January 2013 - Present
Minneapolis Financial Group January 2013 - Present
CorePower Yoga January 2011 - Present
Haute Barre April 2013 - Present
Mat-Kat Smoothie Shack and Juice Bar May 2013 - January 2014
Skills
Risk Management, Teaching, Event Planning, Coaching, Sales, Customer Service, Strategic Planning, Leadership Development, Leadership, Team Building, Training, Social Networking, Public Speaking, Yoga, Fundraising, Management, Social Media
Education
University of Minnesota-Twin Cities 2003 — 2006
Lynda Gradert CHP's Minneapolis Financial Group Experience March 2008 - May 2008
Job Privacy Analyst at Fairview Health Services
Industry Hospital & Health Care
Experience
Fairview Health Services April 2013 - Present
The Connection August 2009 - April 2013
Adecco February 2009 - June 2009
The Connection August 2008 - December 2008
Minneapolis Financial Group March 2008 - May 2008
General Mills May 2005 - June 2007
Insignia Systems October 2001 - April 2005
LifeUSA January 1989 - March 2001
Skills
Coaching, Project Management, Call Center, Budget, Change Management, Sales Management, Compliance Management, HIPAA, Medicare, Lead Generation, Team Leadership, Cross-functional Team..., Sales Process, Scriptwriter, Medicare Part D, Medicare Supplements, Property & Casualty..., Term Life Insurance, Sales Coach, Growing Sales, Growing Revenue, Cost Reduction, Sales, Training, Leadership, Management, Insurance, Process Improvement, Account Management, Customer Service, Performance Management, Call Centers, Advertising, Analysis, Time Management, Customer Retention, Budgets, Employee Benefits, Employee Relations, Customer Experience, Strategic Planning, Organizational..., Vendor Management, Employee Training, Data Analysis, Leadership Development, Public Speaking, Privacy Law, Team Building
Education
College of Saint Benedict 1983 — 1987
B. A., History
Luverne High School 1977 — 1983
Fairview Health Services April 2013 - Present
The Connection August 2009 - April 2013
Adecco February 2009 - June 2009
The Connection August 2008 - December 2008
Minneapolis Financial Group March 2008 - May 2008
General Mills May 2005 - June 2007
Insignia Systems October 2001 - April 2005
LifeUSA January 1989 - March 2001
Skills
Coaching, Project Management, Call Center, Budget, Change Management, Sales Management, Compliance Management, HIPAA, Medicare, Lead Generation, Team Leadership, Cross-functional Team..., Sales Process, Scriptwriter, Medicare Part D, Medicare Supplements, Property & Casualty..., Term Life Insurance, Sales Coach, Growing Sales, Growing Revenue, Cost Reduction, Sales, Training, Leadership, Management, Insurance, Process Improvement, Account Management, Customer Service, Performance Management, Call Centers, Advertising, Analysis, Time Management, Customer Retention, Budgets, Employee Benefits, Employee Relations, Customer Experience, Strategic Planning, Organizational..., Vendor Management, Employee Training, Data Analysis, Leadership Development, Public Speaking, Privacy Law, Team Building
Education
College of Saint Benedict 1983 — 1987
B. A., History
Luverne High School 1977 — 1983
Jon Dumer's Minneapolis Financial Group Experience Direct BankUS BankJune 2006 - July 2007
Job Financial Advisor at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group Direct BankUS BankJune 2006 - July 2007
Education
Augsburg College 2002 — 2006
Minneapolis Financial Group Direct BankUS BankJune 2006 - July 2007
Education
Augsburg College 2002 — 2006
Christopher Shuck CFP®, CLU®, CHFC®, CASL®'s Minneapolis Financial Group Experience August 2014 - Present
Job Financial Planner at Ridgestone Financial/Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group August 2014 - Present
Northwestern Mutual January 2008 - August 2014
Education
American College 2011 — 2013
Chief Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, Financial Planning
Kaplan University 2010 — 2011
Certified Financial Planner
University of Saint Thomas - School of Business 2003 — 2007
Bachelor of Science, Financial Management
Minneapolis Financial Group August 2014 - Present
Northwestern Mutual January 2008 - August 2014
Education
American College 2011 — 2013
Chief Life Underwriter, Chartered Financial Consultant, Chartered Advisor for Senior Living, Financial Planning
Kaplan University 2010 — 2011
Certified Financial Planner
University of Saint Thomas - School of Business 2003 — 2007
Bachelor of Science, Financial Management
Troy Olson's Minneapolis Financial Group Experience January 2006 - February 2007
Job Senior Analyst at Best Buy
Industry Financial Services
Experience
Best Buy April 2011 - Present
Primerica December 2008 - Present
WCCA December 2008 - April 2011
Internship September 2005 - December 2008
Minneapolis Financial Group January 2006 - February 2007
Bremer Bank November 1999 - January 2006
MN Department of Health September 1998 - March 1999
Cellular 2000 1996 - 1999
Skills
Training, Business Development, Program Management, Management, Analysis
Education
St. Cloud State University 2005 — 2011
Master of Science, Public Institutions
St. Cloud State University - Herberger Business School 2004 — 2006
MBA, Economics
St. Cloud State University
Bachelor of Arts, Business Economics
Monticello High School 1990 — 1993
Best Buy April 2011 - Present
Primerica December 2008 - Present
WCCA December 2008 - April 2011
Internship September 2005 - December 2008
Minneapolis Financial Group January 2006 - February 2007
Bremer Bank November 1999 - January 2006
MN Department of Health September 1998 - March 1999
Cellular 2000 1996 - 1999
Skills
Training, Business Development, Program Management, Management, Analysis
Education
St. Cloud State University 2005 — 2011
Master of Science, Public Institutions
St. Cloud State University - Herberger Business School 2004 — 2006
MBA, Economics
St. Cloud State University
Bachelor of Arts, Business Economics
Monticello High School 1990 — 1993
Daniel Hockert's Minneapolis Financial Group Experience Financial AdvisorAmeriprise Financial AdvisorsApril 2005 - March 2008
Job Financial Advisor at Minneapolis Financial Group
Industry Financial Services
Experience
Minneapolis Financial Group Financial AdvisorAmeriprise Financial AdvisorsApril 2005 - March 2008
Education
University of Minnesota Duluth 1994 — 1999
Minneapolis Financial Group Financial AdvisorAmeriprise Financial AdvisorsApril 2005 - March 2008
Education
University of Minnesota Duluth 1994 — 1999
Christopher Montague's Minneapolis Financial Group Experience December 2010 - March 2011
Job Conservation Manager at RiverSource
Industry Financial Services
Experience
RiverSource July 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - July 2015
Minneapolis Financial Group December 2010 - March 2011
Brookstone November 2008 - January 2011
Scottrade January 2009 - August 2009
Skills
Customer Service, Insurance, Finance, Financial Analysis, Investments, Management, Sales, Retail, Forecasting, Strategic Financial..., Budgets, Leadership, Time Management, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Credit, Customer Satisfaction, Team Leadership, Financial Modeling
Education
Minnesota School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
Minnesota School of Business 2009 — 2013
BS Business Management-Finance, Finance, Economics, Accounting
RiverSource July 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - July 2015
Minneapolis Financial Group December 2010 - March 2011
Brookstone November 2008 - January 2011
Scottrade January 2009 - August 2009
Skills
Customer Service, Insurance, Finance, Financial Analysis, Investments, Management, Sales, Retail, Forecasting, Strategic Financial..., Budgets, Leadership, Time Management, Microsoft Office, Microsoft Excel, Inventory Management, Microsoft Word, Credit, Customer Satisfaction, Team Leadership, Financial Modeling
Education
Minnesota School of Business 2014 — 2015
Master of Business Administration (MBA), Finance, General
Minnesota School of Business 2009 — 2013
BS Business Management-Finance, Finance, Economics, Accounting
Fred Macalus's Minneapolis Financial Group Experience August 2008 - July 2009
Job District Manager at Caribou Coffee
Industry Financial Services
Experience
Caribou Coffee January 2014 - Present
Caribou Coffee February 2012 - January 2014
Caribou Coffee August 2009 - February 2012
Minneapolis Financial Group August 2008 - July 2009
Union River Realty April 2005 - October 2008
Skills
Inventory Management, Income Statement, Outlook, Team Building, Management, Retail, Time Management, Training, Coaching, Customer Service, Sales Management, Operations Management, Forecasting, Sales, Hiring, Recruiting, Marketing, P&L Management, Team Leadership, Process Scheduler, Purchasing, Merchandising, P&L, Sales Operations, Employee Training, Inventory Control, Account Management, Leadership, Strategic Planning, Budgets, Customer Satisfaction, Process Improvement
Education
Hamline University 2002 — 2008
Bachelors, Management and Economics
Caribou Coffee January 2014 - Present
Caribou Coffee February 2012 - January 2014
Caribou Coffee August 2009 - February 2012
Minneapolis Financial Group August 2008 - July 2009
Union River Realty April 2005 - October 2008
Skills
Inventory Management, Income Statement, Outlook, Team Building, Management, Retail, Time Management, Training, Coaching, Customer Service, Sales Management, Operations Management, Forecasting, Sales, Hiring, Recruiting, Marketing, P&L Management, Team Leadership, Process Scheduler, Purchasing, Merchandising, P&L, Sales Operations, Employee Training, Inventory Control, Account Management, Leadership, Strategic Planning, Budgets, Customer Satisfaction, Process Improvement
Education
Hamline University 2002 — 2008
Bachelors, Management and Economics
Kelly Sutherland's Minneapolis Financial Group Experience 2006 - 2008
Job Marketing Manager at PwC
Industry Accounting
Experience
PwC April 2011 - Present
Greater Twin Cities United Way August 2010 - December 2012
PricewaterhouseCoopers July 2010 - April 2011
PricewaterhouseCoopers April 2008 - July 2010
Minneapolis Financial Group 2006 - 2008
Skills
Microsoft Excel, Internal Controls, Accounting, Project Management, Event Planning, Marketing, Human Resources, Nonprofits, Budgets, PowerPoint, Data Analysis, Outlook, Leadership, Analysis, Access, Strategic Planning, Financial Analysis
Education
St. Catherine University 2002 — 2006
BA, English
PwC April 2011 - Present
Greater Twin Cities United Way August 2010 - December 2012
PricewaterhouseCoopers July 2010 - April 2011
PricewaterhouseCoopers April 2008 - July 2010
Minneapolis Financial Group 2006 - 2008
Skills
Microsoft Excel, Internal Controls, Accounting, Project Management, Event Planning, Marketing, Human Resources, Nonprofits, Budgets, PowerPoint, Data Analysis, Outlook, Leadership, Analysis, Access, Strategic Planning, Financial Analysis
Education
St. Catherine University 2002 — 2006
BA, English
James P. Mehrman's Minneapolis Financial Group Experience April 2009 - October 2010
Job President, Principal Wealth Management Advisor at Valor Wealth Management Inc.
Industry Financial Services
Experience
Valor Wealth Management Inc. December 2012 - Present
Merrill Lynch November 2010 - December 2012
Minneapolis Financial Group April 2009 - October 2010
United Health Group May 2006 - April 2009
Skills
Financial Modeling, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Process Improvement, Insurance, Small Business, Fixed Annuities, Credit, Mutual Funds, Wealth Management, Securities, Asset Management, Disability Insurance, Financial Services, Retirement, Risk Management, Portfolio Management, Finance, Series 7, Life Insurance, Estate Planning, Banking, Asset Allocation, Alternative Investments, Long-term Care, Fixed Income, Financial Planning
Education
St. Cloud State University 2003 — 2008
Bachelor of Science (B.S.), Finance, Economics
Valor Wealth Management Inc. December 2012 - Present
Merrill Lynch November 2010 - December 2012
Minneapolis Financial Group April 2009 - October 2010
United Health Group May 2006 - April 2009
Skills
Financial Modeling, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Process Improvement, Insurance, Small Business, Fixed Annuities, Credit, Mutual Funds, Wealth Management, Securities, Asset Management, Disability Insurance, Financial Services, Retirement, Risk Management, Portfolio Management, Finance, Series 7, Life Insurance, Estate Planning, Banking, Asset Allocation, Alternative Investments, Long-term Care, Fixed Income, Financial Planning
Education
St. Cloud State University 2003 — 2008
Bachelor of Science (B.S.), Finance, Economics
Blake Christopherson's Minneapolis Financial Group Experience June 2005 - June 2006
Job Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank February 2007 - January 2011
Minneapolis Financial Group June 2005 - June 2006
Skills
Portfolio Management, Financial Services, Securities, Wealth Management, SDLC, Banking, Risk Management, Business Analysis, Relationship Management, Process Improvement, Mutual Funds
Education
Saint Cloud State University - G.R. Herberger College of Business 2001 — 2005
BS, Finance
Wells Fargo Bank January 2011 - Present
Wells Fargo Bank February 2007 - January 2011
Minneapolis Financial Group June 2005 - June 2006
Skills
Portfolio Management, Financial Services, Securities, Wealth Management, SDLC, Banking, Risk Management, Business Analysis, Relationship Management, Process Improvement, Mutual Funds
Education
Saint Cloud State University - G.R. Herberger College of Business 2001 — 2005
BS, Finance
Andrew Olson, AAMS®'s Minneapolis Financial Group Experience January 2010 - December 2010
Job Asset Management at Vanguard
Industry Financial Services
Experience
Vanguard March 2015 - Present
Cole Capital July 2012 - February 2015
Ameriprise Financial Services, Inc. December 2010 - July 2012
Minneapolis Financial Group January 2010 - December 2010
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Financial Analysis, Financial Services
Education
St. Cloud State University 2005 — 2009
Bachelor of Science, Finance, Economics
Vanguard March 2015 - Present
Cole Capital July 2012 - February 2015
Ameriprise Financial Services, Inc. December 2010 - July 2012
Minneapolis Financial Group January 2010 - December 2010
Skills
Investments, Series 63, Series 7, Mutual Funds, Retirement Planning, Wealth Management, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Strategic Financial..., Securities, Retirement, Investment Strategies, Financial Advisory, Investment Advisory, Financial Analysis, Financial Services
Education
St. Cloud State University 2005 — 2009
Bachelor of Science, Finance, Economics
Tyler Ancheta's Minneapolis Financial Group Experience June 2011 - Present
Job Vendor at Centerplate
Industry Financial Services
Experience
Minneapolis Financial Group June 2011 - Present
Centerplate April 2008 - Present
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Financial Planning and Services
Minneapolis Financial Group June 2011 - Present
Centerplate April 2008 - Present
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Financial Planning and Services