Alerus Retirement Solutions
Industry: Company
DescriptionFounded: 1984 Parent organization: Alerus Financial
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Alerus Retirement Solutions Employees
Alerus Retirement Solutions January 2010 - Present
North Hennepin Community College 2009 - 2012
State of Minnesota, 10th Judicial District Administration Office March 2009 - January 2010
State of Minnesota, Office of the Secretary of State February 2008 - February 2009
Alerus Retirement Solutions 2006 - 2007
Monarch Graphics 1987 - 2006
Education
North Hennepin Community College 2009 — 2012
Paralegal
Valley City State University 1976 — 1980
BA
Alerus Retirement Solutions October 2014 - Present
Retirement Alliance, Inc. November 2013 - December 2014
Boyce & Associates, Inc. January 2009 - November 2013
Benefit Plans, Inc. 2000 - 2008
Skills
401k, Profit Sharing, Pensions, Qualified Retirement..., Defined Contribution, Process Improvement, Pension Administration, Retirement Plan..., ERISA, Defined Benefit, Employee Benefits, Retirement Planning, Retirement
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science, Agribusiness
Alerus Retirement Solutions April 2014 - Present
AEGON July 2011 - March 2014
Freedom One Financial Group August 2006 - August 2010
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Wealth Management, Financial Services, Investment Advisory, Portfolio Management, IRAs, Securities, ERISA, Asset Management
Education
Albion College 1981 — 1985
B.A.
Albion College 1981 — 1985
UnitedHealth Group October 2014 - Present
UnitedHealth Group November 2010 - September 2014
Alerus Retirement Solutions 2007 - 2009
Stanton Group/Acclaim Benefits 2004 - 2007
Stanton Group/Acclaim Benefits 2000 - 2004
PFPC Global Fund Services January 1998 - January 2000
DCA 1996 - 1998
Receivables Control Corporation 1996 - 1996
Education
South Dakota State University
Bachelor of Science, Business Economics
Schechter Dokken Kanter CPAs May 2015 - Present
Alerus Retirement Solutions February 2014 - May 2015
Eide Bailly LLP October 2010 - June 2013
St Anthony Main Theatre September 2009 - February 2013
Rust Consulting May 2008 - April 2010
Target Nicollet Mall October 2007 - April 2008
Movie Gallery November 2005 - May 2006
U of M: Morris September 2005 - May 2006
Muller Family Theaters October 2001 - January 2005
U of M: Morris February 2004 - May 2004
Skills
Front End Web..., AngularJS, Claims Processing, Data Entry, Customer Service, Outlook, Access, Research, Documentation, Administration, Photoshop, Leadership, Nonprofits, HTML5, CSS3, jQuery
Education
Thinkful 2014 — 2014
Bachelor's degree, Front End Web Development
University of Minnesota-Morris 2003 — 2007
English, Literature, Psychology
University of Minnesota-Morris 2003 — 2007
Degree: BA, English
Alerus Retirement Solutions April 2007 - Present
InDigital June 1999 - February 2006
Skills
Management, Research, Microsoft Office, Customer Service, Accounting
Education
North Central University 1978 — 1982
Bachelor's degree, Communications / Music
PNC Institutional Investments April 2014 - Present
Alerus Retirement Solutions February 2012 - November 2013
PensionTrend Investment Advisers, L.L.C January 2002 - February 2012
PensionTrend, Inc.
Skills
Mutual Funds, Investments, Defined Benefit, ERISA, New Business Development, Securities, Qualified Retirement..., Profit Sharing, Financial Services, 401k, Business Development, Strategic Planning, Financial Analysis, Retirement Plan..., Asset Allocation, Management, Mergers & Acquisitions, Series 63, Retirement, Retirement Planning, Strategic Financial..., Series 7, Mergers
Education
Michigan State University 1985 — 1990
Bachelor of Arts, Marketing
Portage Northern High School 1982 — 1985
High School diploma, College preparatory
Alerus Retirement Solutions June 2008 - Present
Comerica Bank 1998 - 2006
Skills
Corporate Governance, 401k, Investments, Securities, Investment Advisory, ERISA, Wealth Management, AML, Banking, Mutual Funds, Pensions
Education
Syracuse University College of Law 1990 — 1993
Doctor of Law (JD), Law
Michigan State University 1986 — 1989
Bachelor of Arts (B.A.), Pre-Law Studies
Alerus Retirement Solutions 2003 - Present
Manulife Financial June 1985 - July 2003
Skills
401k, Mutual Funds, Retirement, Pensions, Retirement Planning, Wealth Management, Defined Benefit, Fixed Annuities, Investments, Series 7
Education
Grove City College 1970 — 1974
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
Xcel Energy June 2013 - November 2014
Xcel Energy July 2009 - June 2013
Parsons Electric October 2005 - October 2008
Alerus Retirement Solutions May 1999 - October 2005
Skills
Energy, Process Improvement, Project Management, Leadership, Microsoft Office, Management, Program Management
Education
Saddleback College
Associate of Arts (AA)
Alerus Retirement Solutions June 2014 - Present
ADP August 2011 - May 2014
Jackson Wealth Management March 2011 - June 2011
Wachovia/Evergreen Investments November 2004 - September 2010
Wachovia/Evergreen Investments June 2003 - October 2004
First Union October 1997 - June 2000
Skills
Wealth Management, Financial Services, Investments, Mutual Funds, Investment Advisory, Retirement, Portfolio Management, Asset Managment, Business Development, Asset Management, 401k
Education
State University of New York College at Brockport 1988 — 1993
BS, English
College for Financial Planning
CFP®, Financial Planning
Alerus Retirement Solutions October 2013 - Present
Wells Fargo Bank, N.A. September 2005 - October 2013
Lincoln Financial Group 2002 - 2005
Toyota Financial Services 2000 - 2002
Westrec Marinas 1999 - 2000
Skills
Investments, Mutual Funds, Insurance, Retirement, Pensions, Training, 401k, Employee Benefits, Financial Services, Relationship Management, Retirement Planning, Securities, Series 63, Banking
Education
University of Illinois at Chicago 1988 — 2000
BA, Psychology, Biology
University of North Dakota August 2010 - May 2013
Altru Health System June 2011 - August 2011
Alerus Retirement Solutions March 2008 - May 2010
Martin+Osa February 2007 - September 2009
Skills
Higher Education, Customer Service, Strategic Planning, Sales, Public Speaking
Education
The University of North Dakota 2010 — 2013
MPA, Healthcare Administration
The University of North Dakota 2002 — 2006
Bachelor of Liberal Arts, Communication and Public Relations; Sociology
Central High School
Alerus Retirement Solutions June 2003 - Present
Education
University of Minnesota-Twin Cities
Bachelor of Science in Business
Alerus Retirement Solutions 2007 - Present
Skills
401k, Retirement Plan..., Retirement Plan..., Employee Benefits, Investment Advisory, Qualified Retirement..., Retirement Plan..., Retirement, Retirement Planning, Financial Services, ERISA
Education
Michigan State University
Bachelor's degree
Alerus Retirement Solutions April 1991 - Present
Education
Biola University
Northwestern College
Wells Fargo August 2015 - Present
Alerus Retirement Solutions December 2003 - August 2015
Skills
Customer Service, Management, Microsoft Excel, Microsoft Word, Financial Services, Leadership, Public Speaking, Time Management
Education
University of Northwestern - St. Paul
Alerus Retirement Solutions June 2015 - Present
Towers Watson April 2008 - May 2015
Skills
Project Management, Microsoft Office, Microsoft Excel, Customer Service, Process Improvement, Pensions, Pension Administration, Retirement, Financial Services
Education
University of Minnesota-Twin Cities 2002 — 2007
Bachelor of Arts (B.A.), Psychology, History, Spanish
Alerus Retirement Solutions November 1984 - Present
Alerus Financial 1984 - Present
Grand Forks-Traill Water Users 2012 - 2014
Education
The University of North Dakota 1979 — 1985
Banking & Finance
The University of North Dakota
Alerus Retirement Solutions November 2011 - Present
Skills
Investments, Banking, Financial Analysis, Financial Planning, Credit
Education
Metropolitan State University 2008 — 2011
Bachelor degree, Business, Management, Marketing, and Related Support Services