ActiFi Company
Industry: Company
DescriptionFounded: 2003
ActiFi List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at ActiFi. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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ActiFi Employees
ActiFi April 2015 - Present
Magaram Engineering March 2014 - Present
Minnesota Renewable Energy Society September 2011 - Present
Net Impact Minneapolis September 2011 - Present
University of Minnesota Office of Technology Commercialization May 2012 - October 2013
Carlson School of Management March 2012 - May 2013
Cummins Power Generation June 2012 - August 2012
Graduate Volunteer Consultants November 2011 - March 2012
Stony Brook University December 2007 - August 2011
Chesterfield Football Club August 2003 - November 2007
Skills
Analysis, Strategy, Materials Science, Research, Data Analysis, Business Strategy, Energy, Sustainability, Competitive Analysis, Nanotechnology, Renewable Energy, Nonprofits, Project Management, Business Development, Marketing Strategy, Marketing, Management, R&D, Environmental Awareness, Photovoltaics, Marketing Communications, Process Improvement, Project Planning, Market Research, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Analysis, Entrepreneurship, Team Leadership, Leadership, Business Analysis, Energy Industry, Teamwork, Public Speaking, Consulting, Management Consulting, PowerPoint, Pricing
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Strategic Management and Marketing
The University of Sheffield 2003 — 2007
Ph.D., Materials Science
Durham University 1999 — 2003
Master of Chemistry, Chemistry
ActiFi April 2014 - Present
Skills
Program Management, Microsoft Office, Project Management, Salesforce.com, Marketing, Training, CRM, Research, Marketing Strategy
Education
Metropolitan State University 2008 — 2009
Bachelor's
North Hennepin Community College 2005 — 2007
AA
Pica Marketing Group April 2008 - Present
ActiFi 2013 - September 2015
Plante & Moran, PLLC August 2010 - January 2012
Encore Consulting LLC November 2006 - December 2008
Merrill Lynch May 1997 - November 2006
Skills
Creative Concept..., Collaborative, Cross-functional Team..., Strategic Planning, Project Management, Public Speaking, Marketing Strategy, Management Consulting, Program Management, Event Planning, New Business Development, Team Leadership, Budget, Business Strategy, Marketing Communications, Customer Service, Media Relations, Team Building, Fundraising, Marketing, Coaching, Non-profits, Social Media
Education
Wayne State University 1999 — 2001
MBA, Business Adminstration
Central Michigan University 1990 — 1994
Bachelor, Finance & International Business
Yesterdays Charm September 2013 - Present
Scrap Savvi October 2009 - Present
Bolder Options 2003 - Present
ActiFi October 2011 - September 2013
Bonton Tile August 2011 - March 2012
Zachary Lane Elementary 2001 - 2009
Sarawak Securities, Sdn Bhd February 1994 - December 1996
Malt-O-Meal June 1988 - February 1994
Skills
Public Relations, Community Outreach, Social Media, Non-profits, Research, Project Management, Mosaics, Refurbishing, Tiles, Painting, Management, Nonprofits, Team Building, Fundraising
Education
Concordia College 1984 — 1988
B.S., Business Education and Business Administration
Allodium Investment Consultants August 2010 - Present
JNBA Financial Advisors 2007 - 2010
ActiFi 2006 - 2007
Focus Financial 2005 - 2007
Skills
Estate Planning, Investment Advisory, Retirement Planning, Investments, Wealth Management, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Charitable Giving, Fee-Only Financial...
Education
College for Financial Planning 2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER designation
Wichita State University
Bachelors, Finance-Investments, Accounting, Spanish
ActiFi 2004 - Present
Skills
Financial Services, Program Management, Retirement Planning, Risk Management, Series 7, Consulting, Management Consulting, Life Insurance, Wealth Management, Estate Planning, Strategic Financial..., Strategy, Portfolio Management, Investments, Asset Allocation, Financial Advisory, Asset Management
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance, Entrepreneurial Management
University of Minnesota-Twin Cities
Advanced Technology Systems, Inc. August 2014 - Present
ActiFi January 2014 - July 2014
COAST Apparel June 2013 - January 2014
General Nutrition Centers, Inc July 2010 - October 2011
Skills
Customer Service, Team Leadership, Microsoft Office, Customer Satisfaction, Customer Retention, Public Relations, QuickBooks, E-commerce, Sales Operations, Google Analytics, Leadership
Education
Iowa State University - College of Business 2008 — 2012
Bachelor’s Degree, Finance
Ameriprise Financial Services, Inc. August 2012 - Present
ActiFi, Inc. June 2011 - August 2012
Walsh Business Consulting August 2007 - August 2012
Aspen Academy Minnesota June 2011 - December 2011
ActiFi August 2006 - August 2007
Merrill Lynch May 1998 - August 2006
Education
St. Catherine University
Empathic 2015 - Present
ActiFi 2015 - 2015
Conservis 2010 - 2014
LocaLoop 2009 - 2009
Alebra Technologies 2005 - 2008
StoneArch Software 2004 - 2004
Talarian Corporation (acquired by TIBCO in 2002) 1993 - 2002
Talarian Corp (1) 1993 - 1996
Skills
Business Strategy, C-Level Management, Chief Revenue Officer, New Business Development, Sakes Management, Revenue & Profit Growth, Revenue Forecasting, Market Penetration &..., B2B Sales, Customer Acquision &..., Consultative &..., SaaS Sales, Compensation &..., Pipeline Management, Key Account Management
Education
Santa Clara University - Leavey School of Business
MBA
University of Minnesota-Twin Cities
BSEE
ActiFi January 2014 - Present
ActiFi, Inc. September 2007 - December 2013
Piper Jaffray 1985 - 2006
Education
University of Minnesota - Carlson School of Management 1990 — 1997
MBA, Marketing
St. Olaf College 1980 — 1984
BA, Mathematics and Education
ActiFi March 2015 - Present
Advisor Impact September 2014 - March 2015
CNRL May 2013 - August 2014
Coppinwood Golf Club June 2011 - August 2012
Acadia University September 2011 - December 2011
Skills
Marketing, Microsoft Office, Event Planning, Accounting, Time Management, Data Analysis, PowerPoint, Teamwork, Social Media
Education
Acadia University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
ActiFi September 2011 - Present
Partners in Preaching 2003 - Present
University of St. Thomas School of Law March 2011 - August 2011
University of St. Thomas January 2011 - March 2011
Professional Services Marketing, Inc. February 2007 - December 2010
MarketYourLawPractice.com 2007 - December 2010
WomenVenture January 2005 - December 2006
Independent Contractor 1992 - 1999
Binding Memories 1995 - 1997
Marquette Consulting Corporation 1984 - 1992
Skills
Project Management, Editing, Financial Analysis, Public Speaking, Event Planning, Strategic Planning, Non-profits, Leadership, Research, Microsoft Office, Marketing, Program Management, Nonprofits, Strategy, Budgets
Education
Coaches Training Institute 2001 — 2001
life coach training
Bethel University 1980 — 1984
BA, Business with Accounting emphasis, minors in Economics and Psychology
Glenbard West High School 1975 — 1979
Diploma, College prep
ActiFi January 2006 - Present
Self Employed January 2003 - January 2006
Education
Bemidji State University 1998 — 2003
BA, Design Technology
Verisight, Inc March 2013 - Present
ActiFi 2012 - March 2013
Transamerica Retirement Management 2008 - January 2012
Transamerica Retirement Management 2006 - 2008
BISYS 2004 - 2006
Hartford Life 2003 - 2004
Prudential Financial 1985 - 2003
Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
MBA, Finance
Colgate University 1980 — 1984
BA, Economics
Mountain Lakes High School 1976 — 1980
HS
ActiFi June 2014 - August 2014
Infosys August 2012 - August 2013
Infosys Technologies August 2008 - August 2012
Ameriprise Financial Services, Inc. 2012 - 2012
Infosys August 2005 - August 2008
Infosys August 2002 - August 2005
Ameriprise Financial Services, Inc. 2002 - 2003
Infosys July 1999 - August 2002
Skills
Project Management, PMP, Global Delivery, Enterprise Architecture, Requirements Gathering, Software Project..., SDLC, Requirements Analysis, IT Service Management, Integration
Education
University of St. Thomas 2013 — 2015
Master of Business Administration (MBA)
Symbiosis Center for Distance Learning 2009 — 2012
Post Graduate Diploma in Business Administration, Finance, General
Banaras Hindu University 1995 — 1999
B. Technology, Chemical Engineering
Financial Planning Association - Political Action Committee 2015 - Present
fi360 2009 - Present
Keith Loveland Consulting 2001 - Present
FPA of Minnesota 1992 - Present
Financial Planning Association of MN 1983 - Present
CUE Advisory Board 2013 - 2015
CUE Advisory Board 2013 - 2015
fi360 2009 - 2014
UMD 2009 - 2014
ActiFi 2004 - 2014
Skills
Wealth, Estate Planning, Training, Risk Management, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Management, 401k, Wealth Management, Equities, Retirement Planning, Investments, Trusts, Litigation, Non-profits, Public Speaking, Asset Protection, Business Planning, Asset Managment, Alternative Investments, Asset Management, Nonprofits
Education
UMD 1967 — 1971
Bachelor's degree, Philosophy and Pre-Law
MinnCLE
William Mitchell College of Law
J.D.
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