Affiance Financial
Address: 600 Highway 169 South, Suite 1750, St Louis Park, MN 55426 Hours: Closed ⋅ Opens 8AM Wednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (952) 544-9818: Place name: : Category: : : : : Website: Website: https://www.affiancefinancial.com/ Category: Financial consultant 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 questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Affiance Financial Posting publicly on the Web Write a review Reviews Be the first to review
Affiance Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Affiance Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Affiance Financial Employees
BMO Global Asset Management November 2014 - Present
BMO Asset Management U.S. April 2012 - November 2014
BMO Asset Management U.S. April 2005 - April 2012
Affiance Financial April 2001 - April 2005
Ameriprise Financial June 2000 - April 2001
Skills
Investments, Mutual Funds, Wealth Management, Series 7, Asset Allocation, Retirement Planning, Asset Management, Securities, Series 63, Portfolio Management, Asset Managment, Investment Management, Equities, Trading, Financial Planning, Equity Research, Financial Services, Investment Strategies, Investment Advisory, Relationship Management, Series 24
Education
Marquette University 2008 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
Bachelor of Arts, Economics, Spanish
BEHS 1992 — 1996
Catholic Charities of St. Paul and Minneapolis March 2014 - Present
Regions Hospital September 2013 - Present
Allina Health July 2013 - Present
Self Employed January 2010 - Present
Health Partners Regions Hospital September 2013 - March 2014
Anoka Hennepin School District #11 October 2012 - December 2013
Affiance Financial January 2005 - December 2009
Skills
Non-profits, Event Planning, Social Media, Fundraising, Customer Service, Community Outreach, Microsoft Word, Nonprofits, Prepare Enrich Counselor, Chaplaincy, PowerPoint, Creative Writing, Volunteer Management, Newsletters, Program Development
Education
Bethel Seminary-St. Paul 1995 — 1998
MA, Education and Theological Studies
Bethel Seminary-St. Paul 1995 — 1998
Perella Weinberg Partners August 2015 - Present
Carlson School of Management November 2014 - Present
Wells Fargo Securities June 2015 - August 2015
Greene Holcomb Fisher January 2015 - May 2015
University of Minnesota August 2014 - May 2015
Sam's Royal Lawn Service April 2009 - 2015
Carlson School of Management August 2014 - December 2014
Affiance Financial December 2013 - August 2014
The Coca-Cola Company March 2013 - February 2014
Hazeltine National Golf Club May 2007 - October 2013
Skills
Leadership, Marketing, Sales, High Achiever, Analytical Skills, Financial Analysis, Market Research, Public Speaking, Investments, Information Technology, Financial Markets, Strategy, Finance, Portfolio Management, Teamwork
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Finance, Management Information Systems, Minors: Mandarin Chinese, Accounting, Senior
Tsinghua University 2014 — 2014
Beijing
Affiance Financial February 2014 - Present
Ameriprise Financial Services, Inc. June 2013 - February 2014
Creekside Tennis Club June 2009 - June 2013
The Citadel- Academic Support Center January 2011 - December 2012
The Citadel- Academic Support Center January 2011 - December 2012
Israeli Air Force, Intelligence Division October 2002 - September 2005
Skills
Teamwork, Customer Service, Microsoft Excel, Finance, Fluent English, PowerPoint, Series 7, Public Speaking, Microsoft Office, Research, Teaching, Microsoft Word, Insurance, Personal Financial..., Life Insurance, Fluent Hebrew, Sports, Higher Education, Coaching, Series 66, Health Insurance, Social Media, Public Relations, Sports Management, Logistics, Social Media Marketing, Leadership, Financial Analysis, Time Management, Investments, Team Building, Team Leadership, Financial Planning, Financial Services, Outlook, Strategic Planning
Education
The Citadel, The Military College of South Carolina 2011 — 2013
Masters, Business Administration
College of Charleston 2006 — 2009
Bachelor of Science (BS), Economics
Affiance Financial December 2014 - Present
Deloitte August 2014 - December 2014
Herzl Camp June 2014 - August 2014
KU Hillel August 2013 - June 2014
Affiance Financial June 2012 - August 2013
Herzl Camp June 2009 - August 2012
KU Hillel December 2011 - May 2012
KU Hillel March 2011 - December 2011
Skills
Microsoft Excel, Teamwork, Financial Analysis, Public Speaking, Social Media, Leadership, Finance, Psychology, Program Management, Teaching, Fundraising, Data Analysis, Event Planning, Microsoft Office, Microsoft Word, PowerPoint, Social Networking
Education
University of Kansas 2010 — 2014
Finance, Finance (Major), Psycholgy (Minor), Senior
Greenwald Wealth Management August 2012 - Present
Sterling Retirement Resources January 2008 - August 2012
Affiance Financial 2003 - 2008
Raymond James 1998 - 2003
HealthPartners 1990 - 2001
Skills
Financial Planning, Investment Advisory..., Wealth Accumulation, Retirement Planning, Estate Planning, Risk Management, Taxations
Education
University of Minnesota-Twin Cities 1987 — 1990
MD, Internal Medicine Residency
Albert Einstein College of Medicine 1983 — 1987
MD, Medicine
Amherst College 1978 — 1983
BA, Political Science
Affiance Financial September 2003 - Present
Swenson Anderson Financial Group January 2002 - September 2003
Ameriprise Financial Services, Inc. October 1999 - January 2002
Skills
Investments, Wealth Management, Finance, Asset Allocation, Strategic Financial..., Retirement Planning
Education
University of Minnesota-Twin Cities 1997 — 2001
BA, Economics
Affiance Financial 1995 - Present
Education
University of St Thomas 1990 — 1995
MBA, Marketing
University of Minnesota - Carlson School of Management 1983 — 1985
Cargill July 2014 - Present
Hazeltine National Golf Club April 2004 - June 2014
Cargill May 2013 - August 2013
Affiance Financial May 2012 - May 2013
Target September 2011 - September 2012
Affiance Financial January 2011 - May 2012
Spring Hill Golf Club May 2011 - September 2011
University of Minnesota-Twin Cities September 2010 - December 2010
Skills
Time Management, Strategy, Microsoft Excel, Accounting, Customer Service, Microsoft Word, Research, Financial Modeling, Financial Analysis, Management, Team Building, Microsoft PowerPoint, Microsoft Access
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Accounting and Finance
Holy Family Catholic High School 2006 — 2010
Macy's April 2015 - Present
Macy's February 2015 - April 2015
Macy's September 2013 - April 2015
The Better Bus, LLC May 2011 - June 2013
Gap Inc. August 2012 - April 2013
AJ Bombers September 2011 - December 2011
Affiance Financial May 2011 - August 2011
Skills
Social Media, Social Networking, Microsoft Office, Word, Excel, PowerPoint, Sales, Microsoft Word, Microsoft Excel, Facebook, Customer Service, Public Speaking
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Università Commerciale 'Luigi Bocconi' 2012 — 2012
Marketing
Affiance Financial 2013 - Present
Betz Consulting 2012 - 2013
AdvisorNet Financial 2010 - 2012
Callahan Financial Planning 2008 - 2010
JNBA Financial Advisors 2008 - 2008
Ameriprise Financial Services, Inc. 2004 - 2008
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Asset Allocation, Financial Services, Insurance, IT Ecosystem Design, Project Management, Consulting, Financial Planning
Education
Hamline University
M.B.A., Change Management, Business Process Management
University of Wisconsin-Madison
B.S., Personal Finance, Consumer Science
Accredited Investors, Inc. April 2010 - December 2012
Affiance Financial September 2009 - April 2010
Self-Employed 1991 - 2009
Skills
Core Competencies:..., Portfolio Management..., Financial Planning..., Cash Management:..., Office Skills:..., Strategic Financial..., Trusts, High Net Worth..., Investment Strategies, Retirement Planning, Financial Advisory, Mutual Funds, Cash Flow, Wealth Management
Education
Carnegie Mellon University
Bachelor of Science (BS), Mechanical Engineering, Public Policy
Affiance Financial May 2007 - Present
Banc of America Leasing May 2000 - May 2007
LINC Capital November 1995 - May 2000
Skills
Asset Allocation, Investments, Investment Management, Wealth Management, Strategic Financial..., Portfolio Management, Estate Planning, Financial Modeling, Financial Reporting, Financial Analysis, Asset Managment
Education
DePaul University 1995 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Accounting
AppNexus January 2013 - September 2015
Avitus Group September 2012 - January 2013
University of Phoenix August 2010 - June 2012
nConnect NW May 2010 - August 2010
ResCare/WorkSource October 2009 - March 2010
Wealth Enhancement Group July 2007 - October 2008
Affiance Financial February 2006 - July 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Program Development, Public Speaking, Microsoft Word, Microsoft Office, Non-profits, Research, Event Planning, Outlook, Budget, Marketing, Community Outreach, Social Media, Public Relations, Volunteer Management, Team Building, Strategic Planning, Fundraising, Mac OS X, Higher Education, Human Resources, Analytics, Sales, Budgets, Nonprofits, Organizational..., Recruiting, Leadership Development, Staff Development, Social Networking, Program Management, Teaching, Leadership, Training, Office Management, OS X, Management, Data Entry, Coaching
Education
Minnesota State University, Mankato 2001 — 2005
B.S., Psychology
Villanova University 2009 — 2009
Masters Certificate, Human Resources Management/Personnel Administration, General
University of Phoenix
Master of Business Administration (M.B.A.)
GEN Financial Management, Inc. May 2015 - Present
Affiance Financial September 2012 - May 2015
Ameriprise Financial Services, Inc. January 2011 - September 2012
Skills
Retirement Planning, Finance, Financial Planning, Management, Investments, Strategic Financial..., Financial Advisory, PowerPoint, Teamwork, Financial Analysis
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor of Science, Finance
Peter J. Solomon Company July 2014 - Present
Ernst & Young June 2013 - August 2013
Eagle Valley Bank July 2012 - August 2012
Affiance Financial May 2011 - August 2011
Skills
Microsoft Excel, Interpersonal Savvy, Financial Modeling, Microsoft Office, Teamwork, Accounting
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2014
BBA, Finance & Accounting
Saint Thomas Academy 2006 — 2010
Affiance Financial June 2014 - Present
Home 2007 - Present
Skills
Writing, Editing, Proofreading, Copywriting, Copy Editing, SEO copywriting, Research, SEO, Technical Writing, Blogging, Graphic Design, Social Media Marketing, Social Media, Social Networking, Marketing Communications, Media Relations, Promotions, Dreamweaver, Photoshop, InDesign, Outlook, PowerPoint, Word, Microsoft Office, Facebook, Public Relations, Creative Writing, Press Releases, Wordpress, Illustrator, Teaching, Advertising, Customer Relations, Video, Documentation, Photography, Event Planning, Microsoft Word, Customer Service, Newspapers, Public Speaking, Editorial, Publishing, Publications, Strategic Communications, Corporate Communications, Email Marketing, Content Writing, News Writing, Content Management
Education
Metropolitan State University 2002 — 2007
B.A
PricewaterhouseCoopers March 2014 - Present
Affiance Financial November 2012 - March 2014
Howse & Thompson, PA January 1995 - November 2012
GrowthPartners International Inc. May 1995 - June 2010
Vest & Howse, PA January 1993 - December 1995
PwC June 1986 - December 1992
Skills
Strategic Planning, Business Planning, New Business Development, Marketing Strategy, Sales Management, Accounting, Management Accounting, Small Business, Management, Strategic Financial..., Financial Analysis, Direct Mail, Facilities Management, Business Relationship...
Education
The University of North Dakota
BS, Accounting
eQuality - Pathways to Potential February 2011 - Present
Various Companies February 2009 - Present
Edina Rotary Club April 2004 - 2013
Affiance Financial October 2005 - January 2008
Stiles Financial Services December 2004 - June 2005
AXA Advisors January 2003 - November 2004
Self-Employed: Investment Management January 1997 - December 2002
World-Class Imports, Inc. April 1994 - December 1996
Emerson Electric Co. October 1987 - January 1994
KWMU Public Radio - St. Louis, MO 1987 - 1989
Skills
Cross-functional Team..., Project Management, Nonprofits, Strategic Financial..., Accounting, Investment Management, Process Improvement, Mergers & Acquisitions, Analysis, Database Design, Non-profits, Systems Analysis, Board of Directors, Budgets, Relational Databases, Software Project..., Strategy, Banking, Management, Partnerships, End-User and Systems..., Financial Planning, Non-profit Fund..., Strategic Partnerships, Finance, Fundraising, Board Membership, Non-profit Management, Strategic Partnership..., Human Resources
Education
Cornell University - S.C. Johnson Graduate School of Management 1977 — 1979
M.B.A., Systems/Finance
University of Chicago 1975 — 1977
A.M. (A.B.D.), Information Theory
Washington University in St. Louis 1969 — 1973
A.B., Political Science/History
Yale University - Summer Language Institute 1976 — 1976
First year German
American College 2006 — 2007
Certificate in Financial Planning
LoCorr Funds February 2010 - Present
Affiance Financial February 2008 - February 2010
Wells Fargo January 2006 - February 2008
Education
University of Miami - School of Business
Master of Science (MS), Finance, General
North Dakota State University
Bachelor of Science (BS)