American Express Financial Advisors
Industry: Financial services company
DescriptionAmeriprise Financial, Inc. is an American diversified financial services company. Ameriprise Financial engages in business through its subsidiaries, providing financial planning, products and services, including wealth management, asset management, insurance, annuities, and estate planning. Headquarters: Minneapolis, Minnesota, United States Assets under management: 897 billion USD (2017) Number of employees: ~13,000 (December 2017) Subsidiaries: Ameriprise Auto & Home Insurance, RiverSource,
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American Express Financial Advisors Employees
Aflac April 2014 - Present
Anchor Financial October 2006 - March 2014
Merrill Lynch August 2005 - October 2006
American Express Financial Advisors September 2001 - August 2005
Skills
Strategic Financial..., Management, Employee Benefits, Finance, Insurance, Fixed Annuities, Buy Sell Agreements, Estate Planning, Life Insurance, Financial Planning, Health Insurance, Retirement Planning, Sales, Whole Life, Sales Management, Team Building, Leadership
Education
Jacksonville State University 1996 — 2000
Bachelor of Science (BSc), Finance and Financial Management Services
Andrew College 1995 — 1996
Bachelor of Science (B.Sc.), Finance, General
RiverSource May 2015 - Present
RiverSource April 2015 - May 2015
The Guardian Life Insurance Company of America March 2013 - March 2015
Ameriprise Financial Services, Inc. December 2011 - March 2013
Ameriprise Financial Services, Inc. December 2005 - December 2011
Ameriprise Financial Services, Inc. January 2003 - December 2005
American Express Financial Advisors June 2001 - December 2002
Skills
Estate Planning, Business Planning, Insurance Planning, Series 7, Series 66, Financial Planning, Insurance, Consultative Selling, Strategic Financial..., Uniform Combined State..., Life Insurance, Financial Planners, Selling, Financial Services, Disability Insurance, Financial Advisory, Mutual Funds, Retirement Planning, Series 63, Finance, Series 6, Retirement, Fixed Annuities, Underwriting, Asset Allocation, Variable Annuities, Wealth Management, Investment Advisory, Long-term Care, Securities, FINRA, 401k, Sales
Education
Augsburg College 1997 — 2001
Bachelor of Arts, Economics and Business Administration
Augsburg College 1997 — 2001
Economics and Business Administration
New York Life & MainStay Investments April 2005 - Present
Phoenix Investment Partners 2000 - 2004
American Express Financial Advisors June 1998 - May 2000
Skills
Financial Advisory, Investment Management, Separately Managed..., Series 63, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Series 65, Finance, Alternative Investments, Retirement Planning, 401k, Asset Management, Investments, Wealth Management, Investment Advisory, Retirement, Asset Managment, Life & He, Guaranteed Lifetime..., CIMA
Education
Baruch College, City University of New York (CUNY) 2002 — 2004
MBA, Finance & Investments
North Carolina State University 1994 — 1998
BS, Business Management
W G Enloe High School 1990 — 1994
General
BackMenders - Chiropractic with Care 2008 - Present
Dallas City Council - Candidate January 2013 - May 2013
American Express Financial Advisors 1996 - 2001
Green Oaks at Medical City Dallas 1992 - 1995
Skills
Spinal Decompression, Nutritional Counseling, Detoxification, Medical Massage, Myofascial Release, Supplements, Kinesiotaping, Chiropractic, Injury Rehabilitation, Automobile Accidents, Sports Injuries, Back Pain, Headaches, Kinesio Taping, Neck Pain, Nutrition, Therapeutic Massage, Healing, Wellness, Holistic Health, Low Back Pain, Spine, Chronic Pain, Pain Management, Scoliosis, Manual Therapy, Rehabilitation, Diversified Technique, Injury Prevention, Treatment, Chronic Illness, Musculoskeletal, Adjustments, Carpal Tunnel, Wellbeing, Clinical Nutrition, Pediatrics, Sports Medicine, Whiplash, Wellness Coaching, Fitness, Athletics, Healthcare, Sciatica, Lifestyle, Weight Loss, Fibromyalgia, Stretching, Injury, Shoulder Pain
Education
Parker University
Doctor of Chiropractic, Chiropractic
Amberton University
Master of Science, Human Relations and Business
University of North Texas
Bachelor of Arts, Psychology, Radio, Television and Film
Lake Highlands High School
Western Kentucky University August 2005 - Present
Arizona State University August 2002 - July 2005
AT&T Wireless November 2001 - August 2002
Charles Schwab March 2000 - October 2001
American Express Financial Advisors August 1999 - February 2000
Purdue University August 1997 - May 1999
AccuWeather, Inc June 1994 - May 1997
Skills
Statistical Data..., Climate Change Impacts
Education
Arizona State University 2004 — 2005
Doctor of Philosophy (PhD), Geography - Climatology
Arizona State University 2002 — 2003
Master of Arts (M.A.), Geography - Climatology
Purdue University 1997 — 1999
Postbaccalaurate Studies, Earth Science
Purdue University 1990 — 1994
Bachelor of Science (B.S.), Applied Meteorology
Kowal Investment Group, LLC July 2005 - Present
Lincoln Financial Advisors August 2004 - June 2005
American Express Financial Advisors June 2003 - July 2004
Skills
Retirement Planning, Series 7, Securities, Investment Strategies, Investment Advisory, Financial Advisory, Asset Allocation, Retirement, Estate Planning, Disability Insurance, Financial Planners, Life Insurance, Fixed Annuities, Wealth Management, Mutual Funds, Series 63, Strategic Financial..., 401k, Long-term Care, Investments, IRAs
Education
Arizona State University 1999 — 2003
B.S., Economics
Brookfield Central 1996 — 1999
Dori Media Group September 2007 - Present
RCTV International May 2003 - September 2007
American Express Financial Advisors September 2001 - May 2003
ARC Investments April 1997 - January 2001
Skills
Television, Broadcast, Entertainment, Sales
Education
Babson College 1992 — 1996
Bachelor of Science, Entrepreneurship and Marketing
Institut Le Rosey 1988 — 1992
American Express May 2000 - Present
American Express 2003 - 2005
American Express 2001 - 2003
American Express Financial Advisors 2000 - 2001
Deloitte 1995 - 1998
Skills
Financial Analysis, Credit Cards, Financial Reporting, Budget Process, Strategic Planning, Process Improvement, Business Process..., Tax, IT Audit, Variance Analysis, Financial Modeling, Strategic Financial..., Financial Services, Finance, Risk Management, Portfolio Management, Business Analysis, Corporate Finance, Financial Planning, Management, Operations Management
Education
Arizona State University
Capella University
Master of Business Administration (M.B.A.), Executive MBA
Harvard Business School
Master of Business Administration (M.B.A.)
Northern Arizona University
Web Loft Designs March 2004 - Present
Argus Realty Investors November 2006 - November 2007
Behringer Harvard June 2003 - October 2006
American Express Financial Advisors 2001 - June 2003
Skills
Social Media, Marketing, SEO, Social Media Marketing, Project Management, Leadership, Management, Online Advertising, Web Design, Graphic Design, Account Management, Online Marketing, Web Development, Marketing Communications, Sales Operations, Entrepreneurship, E-commerce, Digital Marketing, Integration, Public Relations, Social Networking, Small Business, Web Analytics, Email Marketing, Strategic Partnerships, Start-ups, Lead Generation, Website Development, Web Marketing, Brand Development, SEM, WordPress, Google Analytics, Mobile Marketing, Google Adwords
Education
Ural State Pedagogical University 1992 — 1994
Master's level, Speech Therapy and Pathology
Kurgan State University 1984 — 1991
Master's level, Education and Linguistics
Stoker Ostler Wealth Advisors February 1998 - Present
American Express Financial Advisors May 1997 - February 1998
Skills
Investments, Strategic Financial..., Financial Advisory, Finance, Portfolio Management, Strategy, Asset Management, Asset Allocation, Financial Analysis, Financial Planning, Mutual Funds, Financial Modeling, Management
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA
College for Financial Planning 2000 — 2006
CFP, Certified Financial Planner
Idaho State University 1993 — 1997
B.B.A, Finace
DENNIS MANAGEMENT GROUP January 2008 - Present
Global Synergies May 2012 - August 2012
TD November 2010 - November 2010
Bravo Health October 2010 - October 2010
Delaware Diocese (COCWIH) January 2010 - July 2010
Chrysler Financial September 2002 - February 2008
American Express Financial Advisors May 2001 - August 2001
Skills
Strategy, Management, Human Resources, Entrepreneurship, Employee Training, Coaching, Process Improvement, Recruiting, Training, Leadership, Healthcare, Management Consulting, Nonprofits, Strategic Planning, Social Media Marketing, Team Building, Interviews, Leadership Development, Community Outreach, Social Networking, Change Management, Program Management, Marketing Strategy, Analysis, Business Development, Organizational...
Education
University of Phoenix 2003 — 2005
MBA, International Business
Arcadia University 1999 — 2001
Bachelor of Science, Business Administration
LIN Public Relations, Inc. September 2014 - Present
Author 2013 - Present
LIN Public Relations 1995 - Present
Fredrikson & Byron 1993 - Present
SheTaxi.com 2010 - 2011
University of Minnesota School of Journalism + Mass Communication January 1998 - May 2010
Plymouth Congregational Church 2008 - 2010
Institute on Race & Poverty, University of Minnesota Law School 1998 - 2004
Minneapolis Star Tribune's editorial pages June 1995 - September 1998
American Express Financial Advisors January 1987 - June 1993
Skills
E-newsletters, Newsletters, Training, Coaching, Online Advertising, Leadership, Editing, Social Media, Strategic Planning, Non-profits, Nonprofits, Microsoft Office, Copywriting, Marketing Strategy, Strategic Communications, Customer Service, Marketing, Project Management, Publications, Fundraising, Marketing Communications, Public Affairs, Budgets, Publishing, Social Media Marketing, Event Planning, Community Development, PowerPoint, Social Networking, Internal Communications, Volunteer Management, Philanthropy, Research, Event Management, Sales, Blogging, Team Building, Teaching, Magazines, Press Releases, Leadership Development, Entrepreneurship, Strategy, Creative Strategy, Innovation Development, Public Relations, Media Relations
Education
University of Minnesota-Twin Cities 1994 — 1998
MA, Social Policy
School of Journalism and Mass Communication, University of Minnesota 1975 — 1979
B.A., News/editorial
Augsburg College 1975 — 1976
G. W. Berkheimer October 2011 - Present
Contracted Administrative Services November 2010 - Present
Development Visions Group, Inc. July 2007 - November 2010
Hobart Family YMCA October 2000 - June 2007
American Express Financial Advisors September 1998 - October 2000
Skills
Event Planning, Invoicing, Microsoft Office, Payroll, Supervisory Skills, Non-profits, Small Business, Customer Service, Office Management, Administrative Support, Purchasing, Office Administration, Customer Relations, Budgeting, Quickbooks, Outlook, Accounts Payable, Team Building, Expenses, Spreadsheets, Word, Scheduling, PowerPoint, Advertising, Excel, Bookkeeping, Accounts Receivable, Social Media, Data Entry, Billing, Promotions, Administrative..., Budgets, Microsoft Excel, Training, Research, Public Speaking, Nonprofits, Strategic Planning, Microsoft Word, Accounting, Marketing, Time Management, Inventory Management, Leadership
Education
Ball State University 1979 — 1980
Marketing/Merchandising
National Independent Broker Dealer December 2011 - Present
Sterne Agee June 2001 - October 2011
Securities America, Inc. Member FINRA/SIPC December 1999 - June 2001
American Express Financial Advisors August 1998 - May 1999
Skills
Customer Service, Series 7, Series 24, Series 65, Interpersonal..., Outlook, Microsoft Office, Research, AML, Auditing, Banking, Compliance, Risk Management, Securities Regulation, FINRA, Fixed Income, Insurance, Strategic Planning
Education
Auburn University, College of Business 1991 — 1996
Bachelor of Science (B.S.), Operations Management and Supervision
BCSI - Business Card Service Inc. October 2014 - Present
Skin and Life January 2011 - October 2013
Macy's (formerly Marshall Field's / Dayton's) October 1996 - September 2006
U.S. Bank 1994 - 1996
American Express Financial Advisors 1987 - 1994
Skills
EFI OPS, Lotus Notes, Microsoft Excel, Magento, Photoshop, PowerPoint, Windows 7, Google Analytics, Google Webmaster Tools, Amazon Ads, Amazon, Twitter, Buffer, YouTube, Pinterest, Facebook, Mail Chimp, Picture It, Microsoft Word, Outlook, Internet Explorer, Google Chrome, Firefox, Stamps.com, FrontPage
Education
Augsburg College 1990 — 1992
AnnieMac Home Mortgage August 2013 - Present
Academy Mortgage Corporation August 2009 - January 2013
Chesapeake Mortgage, LLC/Gemcraft Homes August 2008 - August 2009
Countrywide Home Loans May 2007 - August 2008
CTX Mortgage Company, LLC/Centex Homes July 1998 - May 2007
First National Bank of Maryland November 1994 - July 1998
American Express Financial Advisors May 1993 - August 1994
Skills
FHA, Mortgage Lending, USDA, VA loans, Credit, Loan Origination, Customer Service, FHA financing, Loans, Construction Loans, Credit Analysis, Investments, Banking, Real Estate, 203K, Residential Mortgages, Mortgage Banking, Underwriting, Insurance, Refinance, Government Loans, Finance, Reverse Mortgages, First Time Home Buyers, FNMA, Debt Consolidation, Residential Homes, Rates, Consumer Lending, Investors, Investment Properties, VA Loans, FHA Financing
Education
West Virginia University 1989 — 1992
Bachelors, Finance
Anne Arundel Community College 1987 — 1989
Associate's degree, Business Administration and Management, General
Severna Park HS
MS Development September 2000 - Present
MS Development September 2000 - Present
MatchPoint Franchise Development September 2011 - March 2013
FranChoice November 2002 - April 2010
American Express Financial Advisors 1999 - 2002
Southern NH University 1994 - 1999
Daniel Webster College 1994 - 1999
ServiceMaster Services 1975 - 1998
Skills
Small Business..., Team Management, Business Process
Education
Antioch University New England
BS, MS, Business Management, Economics, Organization Behavior, Group Dynamics
Virginia Commonwealth University - School of Business
Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors September 1998 - September 2005
Castlegate Property Management January 1995 - April 1998
Education
Croydon College 1986 — 1987
Royal School of Military Engineering 1980 — 1982
SmartBrief January 2013 - Present
SmartBrief October 2011 - Present
SmartBrief January 2011 - October 2011
SmartBrief October 2008 - January 2011
Corporate Executive Board December 2006 - April 2008
Corporate Executive Board November 2005 - December 2006
American Express Financial Advisors August 2003 - December 2003
Education
Gettysburg College 2001 — 2005
Bachelor of Art Degree, Business Management
American University 2003 — 2003
International Finance and Marketing
Holton-Arms School 1992 — 2001
Texas Department of Motor Vehicles September 2014 - Present
Texas Department of Motor Vehicles February 2011 - Present
Office of the Governor, Texas August 2008 - January 2011
Texas Department of Transportation October 2005 - August 2008
Texas Senate - Transportation and Homeland Security Committee February 2004 - October 2005
Texas Senate - Senator Todd Staples May 2002 - October 2005
United States Marine Corps June 1995 - October 2002
American Express Financial Advisors November 2001 - January 2002
Ralph Lauren March 1999 - May 2000
Skills
Leadership, Negotiation, Strategic Communications, Vision, Strategic Planning, Operational Planning, Financial Modeling, Legislative Relations, Public Policy, State Government..., Business Process..., Public Budgeting
Education
Southwest Texas State University 1998 — 2001
BBA, Finance
Austin Community College 1996 — 1998
General Studies
Coldwell Banker Apex February 2011 - Present
Infinity Residential Real Estate March 2005 - February 2011
American Express Financial Advisors 1998 - October 2004
Skills
Real Estate, Customer Service, Start-ups, Short Sales, Strategic Planning, Sellers, Team Leadership, Referrals, Real Estate Financing, Microsoft Word, Investment Properties, Foreclosures, Residential Mortgages, First Time Home Buyers, Move Up Buyers, Relocation Buyers, Real Property, Relocation, Luxury, Townhomes, Buyer Representation, Listings, Single Family Homes, REO, New Home Sales, New Homes, Condos, Investors
Education
Adelphi University 1984 — 1987
CFP, Certified Financial Planning
Rutgers University-New Brunswick 1981 — 1985
BA, Economics/Finance
Texas A&M Transportation Institute November 2013 - Present
University of Minnesota, Department of Mechanical Engineering March 2008 - Present
University of Minnesota March 2008 - October 2013
University of Minnesota June 2007 - October 2013
University of Minnesota Department of Mechanical Engineering June 2006 - October 2013
University of Minnesota July 2002 - March 2008
Texas Transportation Insitute June 1998 - July 2002
American Express Financial Advisors April 1997 - June 1998
Skills
Human Factors Psychology, User Interface Design, Human Computer..., Human Factors, Statistics, Simulations, Program Management, Psychology, Ergonomics, Research, Analysis, Task Analysis, Experimental Design, Research Design, Usability Testing, Cognition, User-centered Design, Product Design, Project Management, Product Development, Modeling, Science, SPSS, Technical Writing, Proposal Writing, Data Analysis, Human Factors..., Cognitive Psychology
Education
University of Minnesota-Twin Cities 1994 — 1997
Ph.D., Human Factors and Ergonomics, Dept. of Kinesiology
Ball State University 1990 — 1992
M.S., Human Motor Learning and Control, Dept. of Kinesiology
University of Wisconsin-Stevens Point 1987 — 1990
B.S., Kinesiology
BB&T January 2015 - Present
SunTrust Bank January 2012 - December 2014
SunTrust Bank January 2011 - January 2012
SunTrust Bank September 2004 - January 2011
SunTrust Investment Services December 2000 - September 2004
American Express Financial Advisors October 1999 - December 2000
Skills
Customer Service, Retirement, Retirement Planning, Investments, Asset Allocation, Wealth Management, Sales, Finance, Financial Analysis, Banking, Financial Services, Portfolio Management
Education
Augusta State University 1995 — 1999
BS, Finance
New York Life Insurance Company January 2011 - Present
Direxionfunds March 2010 - January 2011
Pioneer Investments, San Diego CA October 2008 - July 2009
Pioneer Investments January 2008 - October 2008
Pioneer Investments January 2006 - January 2008
American Express Financial Advisors 2002 - 2004
Skills
CRM, Mutual Funds, Investments, Series 7, Retirement, Business Planning, Fixed Annuities, Retirement Planning
Education
Anna Maria College 2000 — 2003
BA, Business Administration
Daniel Webster College
LearningRX December 2011 - Present
Rescue in Christ Ministries December 2011 - August 2014
St. Patrick's Church March 2010 - August 2013
American Express Financial Advisors April 1986 - September 2002
Skills
Youth Ministry, Fitness Training, Team building, Praise and Worship..., Creative Writer, Writing, Change Management, Cognitive Skills Trainer, Editing, Team Building, Leadership, Public Speaking, Blogging, Nonprofits, Teaching, Microsoft Office, Management, Microsoft Excel, Creative Writing, Training, Event Planning
Education
University of Wisconsin-River Falls 2007 — 2011
BS, Psychology
Alexandria Technical College 1978 — 1980
Associate, Commercial Art
Melrose High School 1970 — 1974
diploma
Ameriprise Financial Services, Inc. June 2002 - Present
Ameriprise Financial Services, Inc. November 2002 - June 2010
American Express Financial Advisors April 1992 - November 2002
Education
Athens University of Economics and Business 1981 — 1986
BS, Economics and Business Management
Thrivent Financial for Lutherans January 2008 - Present
Toastmasters International July 2013 - June 2014
Toastmasters International July 2012 - June 2013
Ameriprise Financial Services, Inc. October 2006 - January 2008
Financial Finesse February 2001 - October 2006
Wells Fargo Private Client Services June 1998 - February 2001
Norwest Investment Management and Trust January 1994 - June 1998
Fortis Financial Group January 1991 - December 1993
USBank 1990 - 1991
American Express Financial Advisors January 1989 - December 1990
Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration
College for Financial Planning 2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)
Augsburg College 1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)
John A. Johnson High School 1980 — 1982
Diploma, General
Centro July 2014 - Present
mParticle March 2014 - June 2014
VivaKi April 2013 - February 2014
VivaKi September 2010 - March 2013
Milabra June 2010 - August 2010
Amplify Sports and Entertainment May 2008 - December 2008
PNC Bank May 2006 - July 2007
Bank of America July 2005 - April 2006
JP Morgan Chase March 2003 - June 2005
American Express Financial Advisors June 2000 - March 2003
Skills
Digital Marketing, Online Advertising, Digital Strategy, Digital Media, Behavioral Targeting, RTB, Ad Exchanges, Advertising, CRM, Marketing Strategy, Marketing, Strategy, PPC, Mobile Advertising, Social Media Marketing, Mobile Marketing, Web Analytics, Analytics, comScore, Management
Education
Baruch College, City University of New York (CUNY) 2007 — 2009
M.B.A, Marketing
Lafayette College 1996 — 2000
B.A., Economics/Business
Ameriprise Financial Advisors March 2008 - Present
Ameriprise Financial Services, Inc. September 2006 - March 2008
Ameriprise Financial Services, Inc. April 1999 - September 2006
American Express Financial Advisors July 1981 - April 1999
Education
Appalachian State University 1968 — 1972
Bachelor of Science (BS), Health & Physical Education
Investment Portfolio Solutions, Inc. November 2011 - Present
MBS Highway April 2013 - October 2014
National Association Of Active Investment Managers (NAAIM) May 2008 - May 2013
Vidrio Arts, Inc. May 2001 - December 2012
Consultant November 2011 - July 2012
Sarasota Capital Strategies, Inc. 2002 - June 2012
The Currency Strategies Fund (symbol: FOREX) May 2009 - March 2012
Naismith Capital Strategies, Inc. October 1996 - December 2010
American Express Financial Advisors 1991 - 1996
Skills
Portfolio Management, Investment Advisory, Alternative Investments, Technical Analysis, Equities, Trading Strategies, Asset Allocation, Investment Management, Global Macro, Institutional..., Commodity Markets, Mutual Funds, Consulting, Quantitative Investing, Asset Management, Investments, Currency Exchange, Investment Strategies, Algorithm Design, Thought Leadership, Published Author, Qualitative Research, ETFs, Hedge Funds, Trading, Bond Markets, Institutional Investors, Strategic Leadership, Inventor, Experienced Speaker, Financial Markets, Currency, Equity Trading, Financial Services, Bonds, Retirement Planning, Trading Systems, Financial Risk, Stocks, Finance, Trade Signals, Portfolio Construction, Mutual Fund Management, Global Equities, Problem Solving
Education
Austin College 1981 — 1985
B.A.'s, Business, Psychology, & Sociology, 3.8/4.0
US Bank August 2015 - Present
Nowthen, Honey LLC October 2009 - Present
Kforce Inc May 2015 - August 2015
HealthEast March 2013 - May 2015
The Home Depot March 2014 - February 2015
CDI Corp April 2011 - October 2011
UnitedHealth Technologies May 2006 - April 2011
IBM Global Services May 2002 - May 2006
American Express Financial Advisors March 2000 - May 2002
Wells Fargo Services Company, Inc. January 1998 - March 2000
Skills
HSM, MVS, IBM Utilities, Mainframe, Omegamon, Netview, Disaster Recovery, Storage Management, Dasd, Storage, TSM, Vendor Management, Capacity Planning, IDCAMS, IBM Products, ISPF, SMS, CA-Vantage, Mainstar Fastaudit, Mainstar HSM Reporter, SAS programming, SMF, Operating Systems, TSO, JCL, REXX, z/OS, Enterprise Architecture
Education
Mankato Area Vocational-Technical Institute 1982 — 1984
Certificate of completion, Computer Programming / Operations
Augustana University (SD) 1980 — 1982
None, Music
New Ulm Senior High School 1977 — 1980
Diploma, General
CoreSolve Medical Solutions, LLC September 2012 - Present
NSE Healthcare September 2012 - Present
CPR/Heartplace May 2007 - August 2012
Diagnostic Clinic of Houston 2005 - 2007
Permian Cardiology Associates 2000 - 2005
American Express Financial Advisors 1983 - 1991
Skills
Healthcare Industry, Revenue Cycle, Physician Practice..., Healthcare Management, Healthcare Consulting, Healthcare Information..., Managed Care, Cardiology, Workflow Analysis, Contract Negotiations, Project Management, Dashboard Metrics, Practice Management, NextGen Certified..., Physicians, Contract Negotiation, HIPAA, Hospitals, EMR, Healthcare, Revenue Cycle Management, NextGen, Clinical Research, EHR, Start-ups, Budgets, Management, Policy, Analysis, HL7, Medicaid, Process Improvement, Medicare, Medical Billing, CPOE, Performance Improvement, Software Implementation, Physician Relations, Epic Systems, Cerner, Quality Improvement, Ambulatory, Executive Management, Analytics, Health Insurance, Accounts Receivable, Finance, Health Information..., Consulting, Meditech
Education
Eastern New Mexico University 2007 — 2010
MBA
Abilene Christian University 1977 — 1981
BBA, Accounting
Best of Us Publishing LLC May 2005 - Present
American Express Financial Advisors October 1992 - June 2004
Modern Home Products April 1983 - September 1992
Pacesetter Products February 1979 - March 1983
Polaroid February 1971 - May 1976
Skills
SEO, Social Media Marketing, Website Development, Business Development, Fitness, Web Marketing, Email Marketing, Online Advertising, Social Networking, Entrepreneurship, Digital Media, Small Business, Blogging, Social Media, Lead Generation
Education
Ball State University 1962 — 1967
Finance, General
MediPurpose August 2014 - Present
Cardinal Health At Home August 2013 - May 2014
EKF Diagnostics June 2012 - August 2013
OraSure Technologies, Inc. April 2011 - June 2012
bioMerieux,Inc. November 2009 - December 2010
bioMerieux,Inc. May 2005 - November 2009
bioMerieux May 2003 - May 2005
AstraZeneca Pharmaceuticals January 2000 - March 2003
Abbott Diagnostics Divsion January 1998 - January 2000
American Express Financial Advisors September 1992 - December 1998
Skills
New Business Development, Sales Management, Marketing Strategy, Leadership, Management, Medical Devices, Oncology, Capital Equipment, Key Account Management, Market Planning, Strategic Planning, Business Development, Sales Operations, Strategy, Infectious Diseases, Business Strategy, Cardiology, Sales, Marketing, Team Leadership, Biotechnology, Pharmaceutical Industry, Cross-functional Team..., Healthcare, Product Marketing, Hospitals, Product Launch, Competitive Analysis, Hardware Diagnostics, Market Development, Hematology, Pharmaceutical Sales, Sales Effectiveness, Sales Force Development, Product Management, Global Marketing, Commercialization, Urology, Managed Care, Diabetes, Selling, Disposables, Gastroenterology, Selling Skills, Market Analysis, Hospital Sales, Neurology, Medical Diagnostics, Lifesciences, Molecular Diagnostics
Education
Pfeiffer University 2005 — 2007
Master of Business Administration (MBA), Strategic Marketing & Business Development
Babson College 2006 — 2006
Executive Education, In Vitro Diagnostic Marketing Excellence Program
Jacksonville State University 1985 — 1989
Bachelor Degree in Science, Marketing
Capital One August 2011 - Present
JPMorgan Chase August 2006 - July 2011
HSBC August 2004 - July 2006
Citigroup January 2000 - January 2002
American Express Financial Advisors January 1998 - January 2000
Chimney Cleaning Service, Inc January 1996 - January 1998
Merka Manufacturing Corporation January 1993 - January 1996
Skills
CRM, Sales, Management
Education
Adelphi University
Bachelors Degree, Business Administration
Allina Health Systems April 2003 - February 2005
American Express Financial Advisors January 2000 - January 2002
IBM Global Services January 1997 - January 2000
IBM Global Services January 1997 - January 2000
Skills
Financial Management, Management, Program Management, Managerial Finance, Requirements Analysis, Project Planning, SharePoint, Project Management, Vendor Management, Disaster Recovery, Project Delivery, Team Leadership, Outsourcing, Solution Architecture, SDLC, Analysis, Project Portfolio..., Resource Management, PMP
Education
University of Minnesota - Carlson School of Management 2011 — 2011
Augsburg College 2004 — 2007
Management and MIS, Management Information Systems and Business Management
Cavalier Associates Insurance Services August 2010 - Present
Surfcrest Financial, LLC August 2010 - Present
Ridge Capital Group January 2006 - August 2010
XCU Capital Corporation October 2004 - January 2006
Prudential Financial 2000 - 2004
American Express Financial Advisors April 1998 - August 2000
Skills
Life Insurance, Financial Planners, Financial Advisory, Fixed Annuities, Term Life Insurance, Insurance, Financial Services, Analysis, Strategic Financial..., Retirement Planning, Wealth Accumulation, Long-term Care, Disability Insurance, Leadership, Health Insurance, Customer Service, Retirement, Portfolio Management, Estate Planning, Marketing, Investments, Small Business, Access
Education
Arizona State University 1989 — 1994
University of Phoenix
Windermere Real Estate December 2011 - Present
H K Lane Real Estate January 2008 - November 2011
American Express Financial Advisors 1996 - 2006
Skills
Real Estate, Investment Properties, Buyers, Sellers, First Time Home Buyers, Investors, Short Sales, Investments, Foreclosures, Real Estate Transactions, Single Family Homes, Marketing, REO, Buyer Representation, Listings, Referrals, New Home Sales, Relocation
Education
Andrews University 1970 — 1974
BA, Business Administration
Leap Wealth Management August 2014 - Present
AutoShield January 2003 - Present
LeafHouse Financial Advisors, LLC. January 2010 - September 2014
Maverick Management February 2004 - February 2008
Ameriprise Financial, Inc July 2004 - January 2008
American Express Financial Advisors July 2000 - June 2004
American Express Financial Advisors 1994 - 2000
Skills
Strategic Financial..., Retirement Planning, Financial Advisory, Investments, Estate Planning, Financial Services, Asset Management, Insurance, Wealth Management, Investment Advisory, Asset Managment, Employee Benefits, ETFs, CRM, Retirement, 401k, Leadership, Business Planning, Portfolio Management, Personal Finance, Life Insurance, Pensions, Corporate Finance, Equities, Wealth Accumulation, Fiduciary, Asset Allocation, Strategic Planning, Strategy, Finance, Wealth Management..., Investment Strategies, Fixed Annuities, Securities, Series 63, Alternative Investments, Small Business, Financial Planning, Relationship Management, Investment Management, Training, Series 7, Wealth, Long-term Care, Disability Insurance, Personal Financial..., FINRA, Strategic Consulting, Management, Fiduciary Services
Education
Texas Tech University 1991 — 1994
Bachelor of Science, Finance
Texas Tech University - Rawls College of Business 1991 — 1994
Finance, Business, Finance, Marketing, Accounting
London Business School 1993 — 1993
European Business
Abilene Christian University 1989 — 1991
Business Administration, Management and Operations
Boston University
CFP Program
Wells Fargo June 2013 - Present
Khai Tec Design November 2011 - June 2013
Graycloud Design, Inc September 2004 - November 2011
Graycloud Design Inc. September 2004 - December 2006
ObjectFX Corporation October 1999 - September 2004
Oasis Technology/Javelin Technology February 1997 - October 1999
IBM Global Services July 1996 - February 1997
Analysts International Corporation January 1995 - July 1996
American Express Financial Advisors 1995 - 1996
Associated Technologies SA de CV September 1993 - December 1994
Skills
SOA, SOAP, WSDL, Axis, Smalltalk, C, Spanish, Spring, XML Schema, XML, XML Spy, Java, Sun Certified Java..., Java software..., J2EE, Information Architecture, Object Oriented Design, Web Services, UML, JDBC, REST, SQL, Linux, Swing, OOP, J2SE, Objective-C, Apple Macintosh, Java Enterprise Edition
Education
Academy of Art University 2007 — 2009
MFA, Photography
University of St. Thomas 2000 — 2004
MSSE, Software Engineering
San Francisco State University 1984 — 1988
BS, Business - International Business
Colegio Colon, Ocotlan Jalisco
Pau Hana Surf Supply February 2013 - Present
Silver Creek Paddle & Compay April 2010 - March 2014
Ameriprise Financial Services, Inc. February 2011 - February 2013
Ameriprise Financial February 2010 - February 2011
Ameriprise Financial Services, Inc. March 2009 - March 2010
Ameriprise Financial May 2007 - March 2009
Ameriprise Financial March 2005 - May 2007
American Express Financial Advisors July 2002 - March 2005
Cargill July 1999 - July 2002
Skills
Finance, Sales, Training
Education
Augsburg College 2008 — 2009
MBA
University of Wisconsin-Eau Claire 1996 — 1999
BA, Management Information Systems
tjb research May 2003 - Present
Carlson School of Management September 2000 - May 2004
American Express Financial Advisors June 1983 - March 1998
Skills
Due Diligence, Asset Management, Investment Research, Institutional Investors, Fund Managers, Hedge Funds, Mutual Funds, Investment Advisors, Public Speaking, Writing
Education
CFA Institute 1984 — 1986
Chartered Financial Analyst
University of Minnesota - Carlson School of Management 1980 — 1983
BSB, Management
Augustana College (SD)
Charles Schwab August 2011 - Present
Charles Schwab September 2010 - August 2011
Evergreen Devco, Inc. 2006 - July 2010
Charles Schwab 1998 - 2006
Charles Schwab 1995 - 1998
American Express Financial Advisors 1993 - 1995
Skills
Series 7, Series 63, General Securities..., CAMS, USA PATRIOT Act
Education
Arizona State University 1988 — 1993
Bachelor of Science, Finance
Bank of America August 2012 - Present
Wells Fargo October 2010 - April 2012
Fifth Third Bank November 2008 - March 2010
Fifth Third Bank February 2007 - November 2008
Wachovia, A Wells Fargo Company 2004 - 2007
Vanguard 2000 - 2004
Vanguard 1998 - 2000
Vanguard 1997 - 1998
American Express Financial Advisors 1997 - 1997
Skills
Services Oriented..., Business Architecture, Business Analysis, Business Requirements, Technology Liaison
Education
University of North Carolina at Charlotte - Belk College of Business 2010 — 2012
MBA
Appalachian State University 1991 — 1996
Bachelors of Science, Business Marketing
Performance Consultants Intl June 2008 - Present
CRR Global August 2006 - Present
Coaches Training Institute January 2005 - Present
One Giant Step September 2001 - Present
American Express Financial Advisors August 1991 - April 2005
Skills
Team Building, Change Management, Coaching, Workshop Facilitation, Executive Coaching
Education
CRR Global 2003 — 2005
Relationship Coaching
Coaches Training Institute 2001 — 2003
Individual Coaching & Leadership
Augsburg College
Psychology, Sociology
Brown College
Radio/TV Broadcasting
Optum April 2011 - Present
CIBER, Inc. October 2010 - December 2010
freelance type engagements December 2008 - October 2010
Fidelity National Information Services – Lender Processing Services August 2008 - November 2008
Benfield Inc August 2005 - December 2007
GMAC RFC January 2005 - April 2005
Wells Fargo Home Mortgage June 2004 - December 2004
Target February 2004 - May 2004
NCS Pearson June 2002 - March 2003
American Express Financial Advisors December 1997 - January 2002
Skills
Requirements Analysis, Agile, Gap Analysis, Change Management, SDLC, Technical Analysis, Business Analysis, Process Improvement, Visio, SharePoint, Vendor Management, Problem Solving, Business Process..., Technical Support, Management, Agile Methodologies, Requirements Gathering, Business Process, MS Project, Microsoft Project
Education
INQUESTRA LEARNING 2010 — 2010
BSAC, Business Systems Analysis
New Horizons of Minnesota 2008 — 2008
SharePoint Server 2007: Connecting people, process and information
University of St. Thomas - Opus College of Business 2002 — 2002
CPM, Project Management
Baker University 1995 — 1995
Coursework, Bachelor of Science, Business Management
EA Wealth Management, LLC December 2011 - Present
Genesis Capital Group & GC Insurance Services June 2009 - December 2011
Whitney, Wetzel & Kuether, LLC December 2007 - June 2009
Citi Group February 2006 - December 2007
JPMorgan Chase September 2004 - January 2005
American Express Financial Advisors June 2002 - September 2004
Skills
Retirement Planning, Asset Management, Portfolio Management, Financial Planning, Estate Planning, Strategic Financial..., Wealth Management, Investments, Financial Planners, Investment Management, Financial Advisory, Wealth Management..., Asset Allocation, Financial Analysis, Personal Finance, Finance
Education
Adelphi University 1999 — 2002
MBA, Management & Finance
Kwame Nkrumah' University of Science and Technology, Kumasi 1994 — 1998
BA, Economics & English
Wesley Girls High School 1985 — 1992
"O" & "A" Level, Economics & English
Washington National Insurance Company March 2013 - Present
Performance Matters Associates March 2013 - Present
HOPE 2010 - Present
Washington National, a Division of CNO Financial Group January 2006 - February 2013
H&R Block Financial Advisors 2004 - 2006
Washington Square Securities, Inc., an ING Broker-Dealer January 2001 - December 2003
American Express Financial Advisors 1985 - 2000
Skills
Health Insurance, Employee Benefits, Marketing Strategy, Business Strategy, Mutual Funds, New Business Development, Financial Services, Wealth Management, Term Life Insurance, Investments, Investment Advisory, Account Management, Portfolio Management, Marketing, Relationship Management, Fixed Annuities, Retirement, Retirement Planning, Sales, Sales Management, Mergers & Acquisitions, Risk Management, Nonprofits, Life Insurance, Health Savings Accounts, Strategy, Long-term Care, Accident
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
Master of Business Administration (M.B.A.), Marketing & Finance
Massachusetts General Hospital Dietetic Internship
R.D.
University of Delaware
Bachelor of Science (B.S.), Nutrition Sciences
State College of Florida, Manatee-Sarasota May 2014 - Present
Mermaids Dive Center October 2013 - January 2014
St Thomas Entertainment/STARZ Night Club/Rock Bar & Gaming/Mojo's Rum & Surf Shack/ShipwreckTavern January 2003 - July 2013
HWE Financial / Vestax Securities / ING Corp. June 1999 - July 2001
American Express Financial Advisors January 1999 - May 1999
Skills
Event Management, Hospitality, Event Planning, Tourism, Food, Hospitality Management, Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing, Microsoft Office, Restaurants, Advertising, Strategic Planning, Revenue Analysis, Online Marketing, Email Marketing, Online Advertising, Sales, Microsoft Excel, New Business Development, Digital Marketing, PowerPoint, Entertainment, Front Office, Micros, Graphic Design, Photoshop, Social Media, Management, Public Relations
Education
State College of Florida-Manatee-Sarasota 2014 — 2017
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Baker University 1995 — 1999
Bachelor of Science (BS), Business/Finance & Economics
PawzandRest LLC January 2011 - Present
GE Builder Kitchen Showroom 2006 - 2008
American Express Financial Advisors January 1983 - January 2002
Skills
CAD, Presentation Boards, Event Management, Custom Furniture Design, Interior Design, Marketing Management, Sales Process, Pets, Microsoft Office, Upholstery, Sewing, Fabric Selection, Structure, Customer Presentations, Dimensional Modeling, Dimensional Drawings, Entrepreneur, Small Business, Pet welfare
Education
Anoka Ramsey Community College 1985 — 1986
Real Estate
Century College
Associate of Arts (A.A.), Interior Design
University of St. Thomas
Coursework, General Sales, Merchandising and Related Marketing Operations
Austin Private Wealth, An Ameriprise Private Wealth Advisory Practice. 2004 - Present
American Express Financial Advisors 2002 - 2004
American Express Financial Advisors 2000 - 2002
Fidelity Investments 1999 - 2000
Fidelity Investments 1998 - 1999
Fidelity Investments 1996 - 1998
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 2000
MBA
Binghamton University 1990 — 1993
B.A.
Valark Financial Services March 2014 - Present
AJC Insurance November 2013 - Present
LPL Financial October 2012 - March 2014
The Hartford August 2011 - September 2012
The Hartford August 2007 - July 2011
Liberty Mutual Insurance 2004 - 2006
American Express Financial Advisors 2003 - 2003
Skills
Claims Management, Claim, Underwriting, Disability Insurance, Workers Compensation, Customer Service, Business Analysis, Project Management, Analysis, Insurance, Reinsurance, Life Insurance, Series 7, Health Insurance, Employee Benefits, Property & Casualty..., Data Analysis, Microsoft Office, Fatwire, Adobe LiveCycle Designer, Microsoft Excel, Customer Engagement, Long Term Disability..., Short Term Disability..., Presentations, Coaching, Mentoring, Customer Retention, Networking, Wealth Management, Alternative Investments, Investment Management, Risk Management, Risk Assessment, Strategic Financial..., Financial Analysis, Retirement Planning, Stock Management, College Funding..., Leadership, 401k, Mutual Funds, Financial Advisory
Education
Albertus Magnus College 2005 — 2007
MS, Business Management
The University of Connecticut 1997 — 2002
Bachelor's degree, Exercise Physiology
Curriculum Associates May 2014 - Present
Pearson plc June 2010 - May 2014
Pearson Education April 2007 - May 2011
International Press of Boston, Inc. June 2005 - August 2006
American Express Financial Advisors September 2004 - May 2005
Utsunomiya Bunsei Girls’ High School August 2001 - February 2004
Society of Women Engineers, Cornell University September 1996 - July 2000
Ascend Communications, Inc. December 1998 - January 1999
Cornell University 1998 - 1999
Cornell University September 1997 - October 1997
Skills
Educational Technology, Content Development, Content Management, Publishing, Copy Editing, Editing, Books, User Experience, Editorial, Academic Publishing, Online Publishing, Textbooks, Publications, Content Strategy, Curriculum Design, Product Management, Collaborative Problem..., Ebooks, Proofreading, Microsoft Office, CSS, Oxygen XML Editor, Troubleshooting, Project Coordination, Customer Service, XML, HTML 5, Subversion, JavaScript, C, C++, Java, Agile & Waterfall..., Adobe Acrobat, PaintShop Pro, Dreamweaver, Camtasia, Lucidchart, Google Docs, JIRA, Trello, Visual Basic, Technical Training
Education
Cornell University 1996 — 2001
B.S., Computer Science, Concentration in Education and Japanese Language
Cornell University College of Engineering 1996 — 2001
Bachelor of Science (B.S.), Computer Science
Deem, Inc. November 2014 - Present
Qualcomm August 2013 - October 2014
Georgetown University January 2012 - August 2013
New Zealand Ministry of Foreign Affairs & Trade March 2009 - December 2011
Amadeus June 2007 - June 2008
Unilever 2005 - 2006
Universal Robina Corporation January 2003 - July 2005
American Express Financial Advisors March 2002 - October 2002
Skills
Marketing Communications, Advertising, Marketing, Product Development, Business Development, Market Research, Competitive Analysis, Marketing Strategy, Photography, Business Modeling, Integrated Marketing..., Social Media Measurement, Facebook, Social Media, Public Relations, Strategic Planning, Marketing Management, SEO, Internal Communications, Product Marketing, Google Analytics, Strategic Communications, Events Coordination
Education
Georgetown University 2012 — 2013
Master of Professional Studies, Public Relations and Communications, Digital Communications and Strategy, 3.94 GPA
Ecole supérieure des Sciences commerciales d'Angers 2006 — 2008
Master of Science, International Business, 4.0 GPA
Ateneo de Manila University 1997 — 2001
Bachelor of Science, Management with International Business
International School Manila 1995 — 1997
International Baccalareaute Billingual Diploma
Chinese International School 1993 — 1995
International General Certificate for Secondary Education
Northstar Wealth Partners, LLC July 2009 - Present
Northstar Wealth Partners July 2009 - Present
LPL Finanical 2009 - Present
Peoples Securities, Inc. September 2004 - July 2009
MassMutual Financial Group June 2002 - September 2004
American Express Financial Advisors September 1996 - June 2002
U.S. Coast Guard March 1988 - December 1993
Skills
Retirement Planning, Strategic Financial..., Investments, Wealth Management, Portfolio Management, Asset Managment, Series 7, Financial Advisory, Insurance, Estate Planning, Retirement, Fixed Annuities, Pensions, Alternative Investments, Wealth, Finance, Long-term Care, Asset Allocation, Investment Management, FINRA, Securities, Financial Services
Education
The University of Connecticut 1992 — 1996
BA, Political Science/Criminology
The Academy of Health Care Professions-San Antonio 1992 — 1992
Associate of Science (A.S.), Pharmaceutical Sciences
Flynn Zito Capital Management, LLC November 1997 - Present
Independent Commentator May 1993 - Present
Garden City Studios, LLC July 2013 - Present
American Express Financial Advisors June 1989 - November 1997
Skills
Retirement Planning, Wealth, Mutual Funds, Investments, Strategic Financial..., Financial Advisory, Wealth Accumulation, Finance, Investment Management, Securities, Personal Finance, Entrepreneurship, Strategic Planning, Wealth Management, Strategy, Estate Planning, Retirement, Investment Advisory, Asset Allocation, IRAs, 401k, Investment Strategies, Series 7, Alternative Investments, Asset Management, Series 63, Portfolio Management, Financial Services, High Net Worth..., Fixed Income, Series 65, Small Business, Financial Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2013 — 2013
Executive Education
University of Pennsylvania - The Wharton School 2012 — 2012
Executive Education
The American College 1995 — 1997
Chartered Financial Consultant (ChFC®), Financial Planning
College for Financial Planning 1990 — 1992
CERTIFIED FINANCIAL PLANNER™ (CFP®), Financial Planning
Adelphi University 1985 — 1989
Management, Finance
University of Wisconsin-Madison August 2015 - Present
University of Wisconsin-Madison August 2015 - Present
Westward Bound Forge Further June 2006 - Present
Oregon School District August 2008 - June 2015
Teaching Tolerance March 2013 - July 2013
Crossroads Alternative High School August 2002 - June 2007
American Express Financial Advisors August 1998 - August 2001
Skills
Curriculum Innovation, Curriculum Design, Teaching Reading, Teaching Writing, Experiential Education, Educational Equity, Diversity & Inclusion, Multicultural Education, Alternative Education, Educational Research, Nonfiction Writing, Educational Leadership, Literacy, Elementary Education, Curriculum Development, Teaching, Public Speaking, Research, Staff Development
Education
Hamline University 2005 — 2007
Masters, Education
Augsburg College 1999 — 2001
English Secondary Education License, English/Language Arts Teacher Education, 7-12
The University of North Dakota 1994 — 1998
Bachelor of Arts (B.A.), Theatre/English
University of Wisconsin-Madison
Educational Psychology
Nationwide Retirement Solutions August 2011 - Present
Nationwide Retirement Solutions 2003 - 2011
CitiStreet 2000 - 2003
American Express Financial Advisors 1997 - 2000
Skills
Financial Services, Strategic Partnerships, Customer Retention, Insurance, Collaborative Leadership
Education
Adelphi University
Bachelor of Arts (B.A.), Economics
Stony Brook University
Economics
Taurus Moon Graphic Design, LLC June 2002 - Present
PFund Foundation 2007 - 2012
Starkey Labs December 2006 - June 2008
ING September 1998 - August 2002
American Express Financial Advisors January 1995 - September 1998
Skills
Graphic Design, Freelance Graphics, Graphics, Direct Mail, Creative Direction, Advertising, Adobe Creative Suite, Corporate Identity, Web Design, Corporate Branding, Adobe Acrobat, Branding & Identity, Packaging, Posters, Art Direction, QuarkXPress, Social Media, Brand Development, Business Cards, Catalogs, Freelance Writing, Art
Education
American University - Kogod School of Business 1985 — 1989
BS, International Business
Meet Minneapolis March 2009 - Present
Minneapolis Convention Center March 2009 - Present
BroadwayWorld.com February 2013 - Present
Mary Kay, Inc. February 2006 - Present
Kristen Montag PR May 2014 - Present
freelance - film & theatre 1991 - Present
Goodwill/Easter Seals Minnesota June 2005 - March 2009
Morris Park Players 2004 - 2008
Park Nicollet Health Services 2002 - 2004
American Express Financial Advisors November 1992 - January 2002
Skills
Public Relations, Editing, Writing, Acting, Multimedia Project..., Media Spokesperson, Video Production, Social Media, Media Relations, Marketing Communications, Corporate Communications, Spokesperson, Multimedia, Nonprofits, Television, Event Planning, Newsletters, Marketing, Internal Communications, Integrated Marketing, Creative Direction, Photography, Video, Leadership, Event Management, Publicity
Education
Augsburg College 1987 — 1991
Bachelor of Arts, Communications & Theatre Arts
St. Francis Sr. High 1983 — 1987
diploma, college prep
TechUSA November 2012 - Present
Various Non Profit organizations May 2012 - Present
Hefei University of Technology & Sias International University August 2013 - June 2015
Arrow Enterprise Computing Solutions December 2007 - May 2012
Equifax March 2007 - December 2007
Sage Software April 2004 - April 2007
American Express Financial Advisors October 2003 - April 2004
Bank of America January 2001 - October 2003
2003-2004 January 2000 - January 2001
Skills
SaaS, Cloud Computing, Business Development, Account Management, Solution Selling, Sales, Channel, Cross-functional Team..., B2B, Strategy, Enterprise Software, Project Management, Selling, Salesforce.com, Sales Operations, Direct Sales, Channel Partners, Vendor Management, Strategic Planning, Business Intelligence, Training, Qualified Teacher, Higher Education, Channel Sales, Team Building, Workshop Facilitation, Program Facilitation, Public Speaking
Education
Keller Graduate School 2005 — 2008
MBA, Project Management
Auburn University at Montgomery 1996 — 1998
B.A., Secondary Education - Liberal Arts
Jefferson Davis Community College 1993 — 1995
AA
POWER of Women Exchanging Resources August 2012 - Present
Diversified Financial Solutions May 1996 - Present
Paris International Corporation 1995 - 1996
American Express Financial Advisors 1992 - 1995
Wilkinson & Hottinger, Inc. 1991 - 1992
Smith Barney 1990 - 1991
Skills
Strategic Financial..., Wealth Management, Investments, Insurance, Financial Analysis, Retirement, Risk Management, Finance, Financial Services, Start-ups, Asset Management, Analysis, Accounting, Retirement Planning, Portfolio Management, Financial Planners, Valuation, Estate Planning, Mutual Funds, Securities, Series 7, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, 401k, FINRA, Asset Allocation, IRAs, Series 24, Uniform Combined State..., Variable Annuities, Long-term Care, Indexed Annuities, Series 65, Independent Financial..., Financial Planning
Education
Adelphi University 1986 — 1990
BBA, Finance/Concentration in Business Mgmt.
Patchogue Medford High School
Portico Benefit Services July 2015 - Present
Ameriprise Financial Services, Inc. May 2011 - April 2015
Ameriprise Financial January 2006 - May 2011
RiverSource Insurance 2004 - 2006
American Express Financial Advisors 2001 - 2004
American Express Financial Advisors July 1999 - 2001
Skills
Estate Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Retirement Planning, Series 63, Investments, Strategic Financial..., Financial Planning, Financial Advisory
Education
Augsburg College 2014 — 2016
Bachelor's Degree, Communication and Media Studies
University of Minnesota-Twin Cities 1993 — 1994
Rainy River Community College 1991 — 1993
Associate of Arts (A.A.)
Medtronic August 2014 - Present
Medtronic December 2012 - July 2014
Lee Carlson Center for Mental Health & Well-Being 2011 - June 2012
Fraser 2008 - 2010
Minnesota Autism Center 2007 - 2008
Pillsbury 1998 - 1999
Ceridian 1997 - 1997
American Express Financial Advisors 1996 - 1997
Skills
Adolescents, Psychotherapy, Crisis Intervention, Mental Health, Group Therapy, Treatment, Medical Devices, Patient Support, Neuromodulation, Psychology, Special Education, E/BD, Children, Assessment, Testing, CBT, Autism Spectrum..., Selective Mutism, PDD, Mood Disorders, ADHD, ODD, RAD, Anxiety Disorders, Neuropsychology, Neuropsychological..., Psychometry, Education, Hospitals, ICU, Pediatric Intensive Care, Marketing, Communication, Training, Customer Support, Technical Support, Clinical Support, Sales, sales support, Product Launch, Market Development, Sales Operations
Education
Alfred Adler Graduate School 2010 — 2012
MA, Adlerian counseling & psychotherapy, 3.8
University of Minnesota-Twin Cities 2007 — 2008
M.Ed, SPED-E/BD
University of Minnesota-Twin Cities 1996 — 1998
BA, Speech Communication and Rhetoric
University of St. Thomas 1994 — 1996
Speech Communication and Rhetoric
Ameriprise Financial Services, Inc. - RiverSource Annuities June 2014 - Present
Ameriprise Financial Services, Inc. September 2009 - Present
Ameriprise Financial Services, Inc. 2007 - 2009
Ameriprise Financial Services, Inc. 2004 - 2007
Allianz Life 2002 - 2003
Allianz Life 2000 - 2002
American Express Financial Advisors 1999 - 2000
Prudential Financial 1996 - 1999
Prudential Financial 1994 - 1996
Prudential Financial 1989 - 1994
Skills
Series 7, Mutual Funds, Retirement Planning, Series 63, Securities, Strategic Financial..., Series 24, Wealth Management, Investments, Retirement, Financial Services, FINRA, Fixed Annuities, Investment Advisory, Asset Allocation, Insurance, Process Improvement, Training, Business Process..., Leadership
Education
Augsburg College
Bachelor's degree, Communication, General
Doherty Employer Services July 2013 - Present
Analysts International Corporation (AIC) April 2006 - July 2013
Leslie's Poolmart, Inc. 2002 - 2006
Montech April 2001 - September 2002
American Express Financial Advisors 1996 - 1997
Skills
HRIS, Employee Benefits, Human Resources, Payroll, Benefits Administration, Leadership, Benefits Negotiation, Process Improvement
Education
Arizona State University 1998 — 2000
Bachelor's of Science, Managment with a Human Resources Emphasis
Concorde Investment Services February 2013 - Present
United Capital Financial Advisers, LLC February 2011 - January 2013
United Capital Financial Advisers, LLC July 2005 - January 2011
Ameriprise Financial Services, Inc. (Bommarito, CIucci & Associates, a financial advisory branch) July 1998 - July 2005
American Express Financial Advisors June 1994 - July 1997
Skills
Business Development, Wealth Management, Investment Advisory, Business Strategy, Management, Start-ups, Financial Services, CRM, Series 63, Relationship Management, Strategic Planning, Fixed Income, Strategic development, Consulting, Training,..., General Operations, Investments, Series 7, Series 24, Onboarding & Transitions
Education
University of Michigan, Ann Arbor 1990 — 2004
Bachelors Degree, Economics & Psychology
Albion College
Undergraduate studies/ Business & Economics
Oasis Financial Services October 2014 - Present
New York Life Insurance Company December 2010 - September 2014
Genworth Financial July 2006 - December 2010
MetLife April 1999 - April 2006
American Express Financial Advisors May 1992 - April 1999
Skills
Long Term Care, Financial Planning, Annuities, Disability Insurance, Annuity, Direct Recruiting, Development Of People, Sales Management, Term Life Insurance, Investments, Asset Management, Asset Protection, College Savings Plans, Retirement Planning, Estate Planning, Estate Tax Planning, Retirement Income..., Retirement Solutions, Retirement Plan..., Retirement Plan..., Tax Law, Public Speaking, Digital Marketing, Retirement, Long Term Care Insurance, Fixed Annuities, Long-term Care, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Leadership, Recruiting, Health Insurance, Wealth Accumulation, IRAs, People Development, Financial Planners, Sales, Business Planning, Securities, Series 63, Life Insurance, Series 6, 401k, Finance
Education
Babson College 1988 — 1992
B.S., Marketing
Wells Fargo Dealer Services September 2013 - Present
American Express August 2007 - August 2013
American Express August 2005 - August 2007
American Express Financial Advisors March 2003 - August 2005
American Express October 1999 - March 2003
American Express March 1997 - October 1999
American Express July 1995 - March 1997
American Express September 1989 - July 1995
American Express April 1984 - September 1989
American Express January 1981 - April 1984
Skills
Vendor Management, Analytics, Business Process..., MIS, Capacity Planning, Marketing, SAS programming, Industrial Engineering, Modeling, Credit Card Fraud, Data Analysis, Project Portfolio..., Business Analysis, Portfolio Management, Data Warehousing, Business Intelligence, Enterprise Architecture, IT Strategy, Risk Management, Process Improvement, PMP, Project Management, Outsourcing, SAS, Data Center, PMO, SDLC, Cross-functional Team..., Management, Enterprise Software, Credit Cards, Governance, Service Delivery, Software Development, Financial Services, Performance Engineering, Leadership, SharePoint, Team Management, CRM, Banking, Resource Management, Business Process...
Education
Arizona State University, W. P. Carey School of Business 1976 — 1980
Bachelor of Science (B.S.), Quantitative Business Analysis, 3.83/4.00
Raymond James April 2013 - Present
Morgan Keegan and Company January 2007 - April 2013
American Express Financial Advisors March 2005 - January 2007
Education
Auburn University 2000 — 2004
Agricultural Business and Economics
Cullman High School 1996 — 2000
City of Harrisburg, PA January 2014 - Present
Harrisburg (PA) City Council December 2012 - January 2014
Commonwealth of Pennsylvania July 2010 - January 2014
BPW Consulting January 2009 - January 2014
TEAM Financial Managers May 2003 - December 2008
American Express Financial Advisors July 2002 - April 2003
MBA Enterprise Corps June 2000 - December 2001
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Strategic Planning, Analysis, Budgets, Management Consulting, Entrepreneurship, Business Strategy, Risk Management, Leadership, Data Analysis, Financial Reporting, Cross-functional Team..., Business Planning, Finance, Financial Planning, Marketing Strategy, Nonprofits, Public Speaking, Research, Start-ups, Strategy
Education
Babson College - Franklin W. Olin Graduate School of Business 1998 — 2000
MBA, Entrepreneurship
Washington University in St. Louis 1988 — 1992
BA, Government
Active Job Seeker July 2012 - Present
Envoy Health February 2008 - July 2012
Nations Diabetic Services January 2005 - February 2008
American Express Financial Advisors May 2004 - December 2004
Skills
WPM 50, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, iConect, Data Entry, Internet
Education
Ashworth College 2010 — 2012
Associate of Science (A.S.), Early Childhood Education and Teaching
Sheridan Technical College 2004 — 2005
Certificate, Information Technology
Federated Insurance August 2010 - Present
National Life Group October 2005 - July 2010
Wells Fargo Bank 2004 - September 2005
American Express Financial Advisors September 1997 - April 2003
Skills
Estate Planning, Business Succession, Life Insurance, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Employee Benefits, ChFC, CLU, Taxation, Term Life Insurance, Sales, Wealth Management
Education
University of Denver - Sturm College of Law 1994 — 1995
LL.M, Taxation
Arizona State University College of Law 1991 — 1994
JD, Law
University of Minnesota-Twin Cities 1987 — 1991
BA, Sociology
Istation 2012 - 2014
Houghton Mifflin Harcourt Publishing Company 2006 - 2012
Macmillan/McGraw-Hill 2004 - 2006
The Dallas Arboretum & Botanic Garden 2001 - 2004
American Express Financial Advisors 1999 - 2000
Harcourt School Publishers 1988 - 1999
Skills
Academic Publishing, Strategic Planning, Publishing, Staff Development, Leadership, Strategy, Public Speaking, Sales, Strategic Partnerships, E-Learning, Salesforce.com, Project Management, Team Building, Online Publishing, Training, Educational Technology, Ebooks, Sales Presentations, Editing, Team Leadership, Content Strategy, Content Development, Textbooks, Social Media, Instructional Design, Sales Operations, Email Marketing, Content Management, Management, Lead Generation, Social Media Marketing, Coaching, Sales Process, Marketing, Marketing Strategy, Program Management, Marketing Communications
Education
Amberton University
Bachelor's Degree, Human Relations and Business
Quintana Infrastructure & Development, LLC April 2013 - Present
Vitol July 2010 - March 2013
BP October 2007 - June 2010
BP May 2006 - October 2007
Foley's Department Stores July 2005 - May 2006
American Express Financial Advisors May 2004 - August 2004
Skills
Accounting, SAP, Financial Reporting, Risk Management, Financial Analysis, Analysis, Finance, Due Diligence, Budgets, Financial Modeling, Variance Analysis, Account Reconciliation, Internal Audit, ERP, Valuation
Education
University of Houston, C.T. Bauer College of Business 2006 — 2009
MBA, Energy Finance, Energy Investment Analysis, International Project Finance, Mergers & Acquisitions
University of Houston, C.T. Bauer College of Business 2003 — 2005
BBA, Finance
Austin Community College 2001 — 2003
Core Courses
Colonial Life March 2006 - Present
Foresters March 2001 - December 2005
American Express Financial Advisors March 1998 - March 2001
Education
Arizona State University 1992 — 1996
Denali Advanced Integration October 2012 - Present
General Dynamics Itronix September 2004 - April 2009
Charles Schwab 2002 - 2003
American Express Financial Advisors 1998 - 2001
The Computer Guy 1996 - 1998
Skills
Sales, Customer Service, Troubleshooting, Change Management, Project Management, Management, Training, Network+ Certified, Security+, CompTIA A+ Certification, Testing, Technical Writing, Software Documentation, Process Improvement, Windows, Microsoft Office, Networking, Wireless, Siebel, Microsoft Excel, Network+, Microsoft Word, Quality Assurance, Product Development, Access, Hardware
Education
Illinois State University
BS, Psychology
Interface College-Spokane
UBS Wealth Management January 2013 - Present
UBS Financial Services Inc. April 2007 - December 2012
American Express Financial Advisors 1991 - May 2007
Education
Albertus Magnus College 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Minnesota Spokesman - Recorder Newspaper October 2004 - Present
Harrison Art Studio August 1996 - Present
Pillsbury House Theater 2015 - 2015
Pillsbury House Theater 2015 - 2015
Best Buy December 1997 - October 2002
BBDO Minneapolis November 1996 - September 1997
Architectural Alliance February 1996 - August 1996
American Express Financial Advisors January 1991 - November 1995
Skills
Adobe Creative Suite, Photo Art Direction, Art Direction, Graphic Design, Digital Illustration, Vector Illustration, Web Design, HTML, Illustration, Photography, InDesign, Illustrator, Advertising, Graphics, Dreamweaver, Art, Layout, Mac, Photoshop, Storyboarding, Creative Direction, Magazines, Branding
Education
Academy of Art University 2007 — 2010
MFA, Fine Art Painting and Drawing
Brainco-Minneapolis School of Advertising 1996 — 1998
Certificate of Completion, Art Direction
Columbus College of Art & Design 1983 — 1987
Bachelor's Degree, Retail Advertising
USAA 2004 - Present
Edward Jones September 2001 - December 2002
American Express Financial Advisors August 1999 - September 2001
Education
Austin College 1993 — 1997
Bachelor of Arts, Psychology, Business Administration
Raymond J. Harbert College of Business at Auburn University March 2010 - Present
Lanier Health Services March 2008 - February 2010
East Alabama Medical Center April 2004 - April 2008
TSYS April 2002 - April 2003
GE March 1998 - April 2002
American Express Financial Advisors 1996 - 1999
Columbia Regional Medical Center - HCA April 1995 - April 1996
US Army May 1989 - April 1994
Skills
Six Sigma, Process Management, Process Improvement, Business Process..., Change Management, Leadership, Strategic Planning, Operations Management, Performance Improvement, Process Engineering, Team Building, Management Consulting, Training, Leadership Development, Project Management, Management, Strategy, Military, Cross-functional Team..., Team Leadership, Business Analysis, Organizational..., Analysis, Program Management, Performance Management, Risk Management, Data Analysis, Mergers & Acquisitions, Finance, Project Planning, Financial Analysis, Business Strategy, Coaching, Budgets, Executive Management, Vendor Management, Public Speaking, Business Process, Start-ups, Forecasting, Human Resources, Managerial Finance, Business Development, Business Intelligence, Business Planning, Consulting, Analytics, CRM, Outsourcing, Business Transformation
Education
Auburn University 2000 — 2002
MBA, Technology Management
United States Military Academy at West Point 1985 — 1989
BS, Economics
Volunteers of America July 2008 - Present
Ride Away 2006 - 2008
Jefferson Pilot Financial May 2004 - February 2006
American Express Financial Advisors 2002 - 2004
Skills
Social Media Marketing, Social Media, Social Networking, Budgets, Nonprofits, Marketing, Strategy, Editing, Newsletters, Fundraising, SEM, Email Marketing, Public Relations, Marketing Communications, Online Marketing, Strategic Communications, Press Releases, CMS, Management
Education
Albion College 1993 — 1997
B.A., Political Science
Columbia Threadneedle Investments, US May 2010 - Present
RiverSource Distributors December 2005 - April 2010
Integrity Funds Distributor December 2004 - December 2005
American Express Financial Advisors June 2004 - December 2004
Eagle Asset Management December 1998 - June 2004
Heritage Asset Management October 1993 - January 1998
Eagle Asset Management June 1991 - October 1993
Skills
Series 7 and Series 66..., Formally trained in..., Portfolio Management, Series 7, Series 65, Fixed Income, Mutual Funds, ETFs, Fund Accounting, Business Development, Asset Allocation, Financial Advisory, Investments, Alternative Investments, Separately Managed..., Uniform Combined State..., Series 63, Series 24, Investment Strategies, Securities, Investment Management
Education
Auburn University 1989 — 1993
Bachelor of Science in Business Administration, Finance
Northwestern Mutual Financial Network March 2011 - Present
Citigroup September 2008 - December 2009
Citigroup December 2006 - September 2008
Northwestern Mutual Financial Network October 2003 - December 2006
Bank One Corporation 2002 - 2003
Bank One Corporation 2001 - 2002
American Express Financial Advisors 2000 - 2001
Skills
Securities, Banking, Microsoft Excel, Financial Statements, Outlook, Customer Service, Financial Accounting, Microsoft Office, Operations Management, Budgets, PowerPoint, Spreadsheets, Customer Satisfaction, Leadership, Research, Investments, Fixed Income, Analysis, Finance, Accounting, Mutual Funds, Insurance, Financial Services, Series 7, Portfolio Management, Process Improvement, Management, Asset Allocation, Risk Management, Fixed Annuities, Strategic Financial..., Financial Analysis, Fund Accounting, Hedge Funds, Financial Planning, Strategic Planning, Asset Management, Financial Risk, Equities, Team Building
Education
Ashland University 2001 — 2004
Masters of Business Administration, Business
Ashland University 1994 — 1998
Bachelor of Science, Sports Communication and Radio Television
Columbus State Community College
Accounting
C.Gross & Associates in Collaboration With A Top 10 Mortgage Broker June 2011 - Present
PCS 2015 - 2015
Pharmscript, LLC May 2006 - May 2011
New York Life Insurance Company 2000 - 2006
American Express Financial Advisors 1998 - 2000
Skills
Marketing, Leadership, Sales, Sales Management, Lead Generation, Direct Marketing, Online Marketing, Online Lead Generation, Customer Retention, Microsoft Office, Customer Service, Small Business, Marketing Strategy, Advertising, Social Networking, Web Marketing, Online Advertising, Marketing Communications, Social Media Marketing, Strategic Planning, Sales Process, New Business Development, Entrepreneurship, SEO, Strategic Partnerships, Presentation Coaching, Negotiation, Market Research, Prospecting Skills, Written & Oral..., Closing Abilities, Network Marketing..., Insurance, Internet Lead Generation, Internet Recruiting, Internet Marketing, Direct Selling Coach, Employee Training, Management, Team Building
Education
The American College 1995 — 2000
Chartered Financial Consultant, Financial Planning and Services
Adelphi University 1980 — 1981
Bachelor of Science (BS), Social Sciences
CenturyLink March 2015 - Present
C. Woods Consulting September 2012 - February 2015
Invensys July 2009 - August 2012
UnitedHealth Group August 2006 - July 2009
UnitedHealth Group March 2000 - August 2006
Loring Nicollet-Bethlehem Community Centers, Inc. August 1997 - March 2000
Professional Alternatives August 1996 - August 1997
American Express Financial Advisors August 1986 - August 1996
Skills
Talent Management, Change Management, Employee Engagement, Organizational..., Talent Acquisition, Succession Planning, Human Resources, Personnel Management, Coaching, Recruiting, Benefits Administration, Strategic HR, Strategic Planning, Workforce Planning, Training, Leadership, Strategy, Performance Appraisal, Applicant Tracking..., Employee Relations, New Hire Orientations, HRIS, Mergers & Acquisitions, Onboarding, Deferred Compensation, Performance Management, Sourcing, Management, Employment Law, HR Policies, FMLA, Organizational Design, Organizational..., College Recruiting, Employee Benefits, Compensation & Benefit, HR Consulting, Employer Branding, HR Transformation, Labor Relations, Executive Coaching, Technical Recruiting, Temporary Placement
Education
University of St. Thomas - Opus College of Business 1996 — 1999
MBA, Business Administration
Augsburg College 1991 — 1994
BA, Communications
Bank of New York Mellon 2003 - Present
Bloomberg 2000 - 2003
American Express Financial Advisors 2000 - 2001
Skills
Hedge Funds, Derivatives, Bloomberg, Valuation, Asset Management, Asset Managment, Financial Reporting, Fund Administration, Trading, Mutual Funds, Securities, Bonds, Fixed Income, Equities, Finance, FX Options
Education
Villanova University 2013 — 2015
Six Sigma
Baker College Center for Graduate Studies 2006 — 2008
MBA, Finance
Elizabethtown College 1995 — 1999
Bachelor of Science (BS), International Business
The Ambrose Group, LLC June 2014 - Present
eFedSystems Corporation October 2010 - June 2015
U.S. Commission on Civil Rights December 2010 - December 2012
HR Policy Association December 2008 - October 2009
U.S. Department of Labor 2002 - December 2008
YRNF, Inc. July 2005 - July 2007
American Council of Young Political Leaders July 2005 - July 2007
Baltimore City Commission for Historical and Architectural Preservation December 2000 - 2005
American Express Financial Advisors 1999 - 2002
Skills
Legislative Relations, Government, Politics, Legislation, Public Policy, Coalitions, Grassroots Organizing, Political Campaigns, Political Consulting, Policy Analysis, Public Affairs, Federal Government, Legislative Research, Political Communication, Leadership, Strategic Communications, State Government, Policy, Fundraising, Political Science, Public Speaking, Foreign Policy, Legislative Affairs, Constituent Services, Speech Writing, Governmental Affairs, Nonprofits, International Relations, Economic Development, Media Relations, Message Development, Public Relations, Community Outreach, Crisis Communications, Crisis Management, Community Development, Lobbying, Administrative Law, Congress, Congressional Affairs, Spokesperson, National Security, Homeland Security, Elections, Coalition Development, Non-profits, Public Administration, State Politics, Building Coalitions, Grassroots
Education
Arizona State University
MM
The Johns Hopkins University
BA, International Relations
The Peabody Conservatory of Music
BM
Allianz Life July 2012 - Present
Allianz Life December 2008 - January 2013
Thrivent Financial January 2008 - November 2008
Ameriprise Financial Services, Inc. May 2000 - July 2006
American Express Financial Advisors June 1996 - May 2000
Education
Augsburg College 1984 — 1987
Bachelor of Arts (BA), Business/Accounting
Department of Defense 2012 - Present
Northwestern College 2006 - 2013
Minnesota Heat 2009 - 2011
NWC 2006 - 2011
University of St Thomas September 2000 - 2011
USA Energy 2003 - 2007
American Express Financial Advisors 2001 - 2006
Association for Corporate Growth 2001 - 2004
Strategic Leadership Forum 1991 - 2003
Northern States Power 1984 - 2000
Skills
Analysis, Finance, Public Speaking, Leadership, Higher Education, Event Planning, Nonprofits, Social Media, Leadership Development, Student Affairs, Teaching, Volunteer Management, Microsoft Office, PowerPoint, Access
Education
Northwestern College 2006 — 2012
Professor, Economics, Business, Strategy, Management
University of St. Thomas - Opus College of Business 2001 — 2007
Finance, Economics
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Management
University of Minnesota-Twin Cities 1974 — 1978
Ph.D., Economcis
University of Minnesota - Carlson School of Management 1974 — 1975
Masters, Public Finance
Augustana University (SD) 1970 — 1974
B.A., Economics
Thrivent Financial January 2015 - Present
Thrivent Financial for Lutherans September 2002 - December 2014
American Express Financial Advisors/Ameriprise Financial 1996 - 2002
American Express Financial Advisors April 1992 - February 1996
MetLife June 1991 - April 1992
Skills
Series 24, Series 7, series 66, Life Insurance, Retirement Planning, Fixed Annuities, Sales, Mutual Funds, Insurance, Retirement, Change Management, Variable Annuities, Long-term Care, Disability Insurance, Investments, Financial Services, Financial Planning, Leadership, Finance, IRAs, Financial Advisory, Asset Allocation, Investment Strategies, Estate Planning, Long Term Care Insurance, FINRA, Team Building
Education
Augsburg College 2006 — 2008
Master of Business Administration, MBA
Winona State University 1986 — 1991
Bachelor's degree, Finance, General
Ameriprise Financial Services, Inc. June 1990 - Present
American Express Financial Advisors October 1999 - July 2004
American Express Financial Advisors 1995 - 1999
IDS Financial Services 1990 - 1994
Education
American University - Kogod School of Business 1986 — 1990
BSBA, Finance
RE/MAX May 1999 - May 2009
American Express Financial Advisors 1997 - 1999
Skills
First Time Home Buyers, Foreclosures, Real Estate, Real Estate Transactions, Investments, Relocation, Buyer Representation, Sellers, Listings, Marketing, Referrals, Single Family Homes, Condos, Investment Properties
Education
Arizona State University 1992 — 1996
BS Business Administration, Marketing
Arizona State University, W. P. Carey School of Business 1992 — 1996
Bachelor of Science, Marketing
Richmond, The American International University in London 1995 — 1995
Rochester Adams High School 1988 — 1992
IBM December 1999 - Present
American Express Financial Advisors 1999 - 2006
Skills
Java Enterprise Edition, Websphere, Java, DB2, Unix, XML, Linux, SQL, JavaScript, IT Service Management, ITIL, Project Management, Strategic Planning, Cloud Computing, Enterprise Architecture, Leadership, Team Leadership, IT Strategy
Education
Ridgewater College 2009 — 2010
Diploma
Anoka Ramsey Community College 2000 — 2004
V V LaRue Designs January 2009 - Present
Sage Payment Solutions 2005 - Present
AtHome America January 2001 - February 2005
Lilac's are Forever April 2001 - December 2003
American Express Financial Advisors April 2000 - June 2001
SmithKline Beecham Clinical Labs December 1990 - April 1999
Skills
Customer Service, Training, Sales Management, Sales, Analysis, Team Leadership, Management, Sales Process, New Business Development, Account Management, Business Development, Credit
Education
American River College
Business AA
California State University
Washington State University
Business Finance
Promontory Financial Group, LLC January 2015 - Present
DC Law Students in Court August 2012 - May 2013
Office of the Attorney General of Maryland September 2012 - November 2012
Credit Union National Association May 2011 - July 2011
Fifth Third Bank March 2005 - July 2010
American Express Financial Advisors July 2003 - March 2005
Skills
Legal Writing, International Law, Legal Assistance, Legal Research, Westlaw, Litigation, Loans, Banking, Research, Financial Analysis, Policy Analysis
Education
American University, Washington College of Law 2010 — 2013
Law
University of Florida 1998 — 2003
USAA April 2010 - Present
Rowland Carmichael Advisors January 2004 - December 2008
BKR Cornwell Jackson & The Gardner Group January 2003 - December 2003
The Hanover Insurance Group January 2002 - December 2002
American Express Financial Advisors January 1998 - December 2002
Skills
Investments, Wealth Management, Strategic Financial..., Sales, Finance, Leadership, Management, Strategy, Retirement Planning, Insurance, Asset Allocation, Financial Services, Portfolio Management, Series 7, Networking, Risk Management, Customer Service
Education
Arizona State University 2010 — 2012
Master of Business Administration (M.B.A.)
Texas A&M University 1994 — 1998
BBA
Worthington Cylinders June 2013 - Present
Worthington Cylinders July 2005 - Present
Green Lawn Abbey Preservation Association September 2008 - Present
Union Tools July 2000 - July 2005
Linc, Logistics Insights Corporation March 1998 - July 2000
American Express Financial Advisors June 1996 - March 1998
Huntington University May 1993 - June 1996
Skills
Wal-Mart, Retail, Analysis, Supply Chain, E-commerce, Non-profits, Forecasting, Cross-functional Team..., Strategic Planning, Inventory Management, Team Building, Process Improvement, Leadership, Marketing Strategy, Management, Sales Management, Project Management, Marketing, Pricing, Project Planning
Education
Franklin University 2007 — 2008
MBA, Business
Anderson University 1989 — 1993
BA, Business, Music
Attorney Marketing Services June 2012 - Present
Christian Broadcasting Network August 2005 - October 2006
Noland Company April 2005 - August 2005
Newport News Holdings Corporation August 2003 - April 2005
American Express Financial Advisors October 2002 - March 2003
Denver Rescue Mission September 2000 - August 2001
First Horizon Merchant Services November 1998 - September 2000
Skills
Accounting, Microsoft Office, Microsoft Excel, Budgets, Financial Analysis, Financial Reporting, Management, Microsoft Word, Auditing, Financial Statements, Account Reconciliation, Forecasting, Internal Controls, Finance, Tax, Payroll, Sarbanes-Oxley Act
Education
University of Colorado Denver 2001 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
Auburn University 1993 — 1998
Bachelor of Science (B.S.), Accounting and Finance
Northwestern College April 2006 - Present
University of St. Thomas 2001 - Present
Ameriprise 2001 - 2006
American Express Financial Advisors 2001 - 2006
Management Strategies 2000 - 2001
Northern States Power 1984 - 2000
Minnesota Energy Agency 1977 - 1984
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Management
Pacific Columbia University 1984 — 1985
Ph.D., Economics
University of Minnesota - Carlson School of Management 1974 — 1977
Ph.D. Candidate, Economics
University of Minnesota - Carlson School of Management 1974 — 1975
M.A., Public Finance
Augustana University (SD) 1970 — 1974
BA, Economics
Ultimate Software January 2014 - Present
ADP January 2013 - January 2014
ADP June 2010 - January 2013
ADP January 2010 - December 2012
ADP 2010 - December 2011
ADP March 2007 - January 2010
Spherion October 2004 - March 2007
American Express Financial Advisors January 2004 - November 2004
Kemper Insurance January 2003 - May 2004
Skills
Program Management, Program Development, Strategic Planning, Benefits, HRIS, Payroll, Microsoft Office, Process Improvement, Mentoring, PeopleSoft, Coaching, Change Management, Visio, Organizational..., Team Building, Business Analysis, Customer Relations, Compliance, Customer Experience, Social Media, Large-scale Projects, Series 7, PMP, Service Delivery, Website Development, Web Project Management, Web Design, SharePoint, SharePoint Designer, Public Speaking, Educational Technology, Diversity & Inclusion, ADP Payroll, Applicant Tracking..., Benefits Administration, Business Process..., CRM, Customer Service, Employee Benefits, Employee Engagement, Employee Relations, Employee Training, Human Resources, Leadership, Management, Operations Management, Personnel Management, Performance Management, Project Management, Recruiting
Education
JTS 2006 — 2011
Doctorate - In process
Argosy University Atlanta 2009 — 2010
Keller Graduate School of Management of DeVry University 2007 — 2008
Certifcate
American InterContinental University 1996 — 2004
Master
American InterContinental University 1998 — 2003
Bachelor
Morehouse College 1996 — 1997
Ely High 1992 — 1996
Hughes Network Systems October 2000 - Present
Sitel October 1999 - October 2000
Rainbow Homes March 1997 - October 1999
American Express Financial Advisors August 1996 - March 1997
Wal-Mart January 1991 - October 1996
Skills
Call Center, Technical Support, Workforce Management, Contact Centers, IVR, Call Centers, Customer Service, Operations Management, Management, Avaya, Service Delivery, Training, Process Improvement, CRM, Quality Assurance, Performance Management, Team Leadership
Education
Georgia College and State University 1988 — 1995
BBA Business Administration, Marketing
Auburn University 1986 — 1988
AeroSpace Engineering
(Ceridian Dayforce) May 2013 - Present
Freelance/Event Planning, Marketing May 2012 - May 2013
Wipfli LLP June 2011 - May 2012
GG Innovations May 2009 - August 2011
WESCO Distribution, Inc March 2005 - March 2009
Health Start Clinic December 2003 - September 2004
National Marrow Donor Program January 2001 - October 2003
American Express Financial Advisors August 1999 - December 2000
Skills
Non-profits, Project Management, Marketing, Human Resources, Management, Event Planning, Nonprofits, Training, Budgets, Project Planning, Market Research, Leadership, Leadership Development, Strategy, Strategic Planning
Education
Augsburg College 1994 — 1998
B.A, Business Administration- Marketing Minor- Political Science
Southwest Minnesota State University 1993 — 1994
City of Indianapolis July 2013 - Present
Develop Indy January 2013 - July 2013
Joel Phelps for Congress July 2012 - November 2012
Friends of Dick Lugar March 2011 - May 2012
Shiel Sexton October 2009 - March 2011
Indiana Economic Development Corporation November 2007 - October 2009
John McCain 2008 2008 - 2008
National Federation of Independent Business March 2005 - November 2007
Barnes & Thornburg LLP 2003 - 2005
American Express Financial Advisors May 2001 - August 2002
Skills
Public Policy, Public Relations, Government Relations, Government, Policy, Non-profits, Public Speaking, Politics, Research, Strategic Planning, Microsoft Office, Policy Analysis, Fundraising, Grassroots Organizing, Legislative Relations, Nonprofits, Community Outreach, Political Science, Economic Development, Legislation, Lobbying, Political Campaigns, Volunteer Management, Leadership, Strategic Communications, Grant Writing, Local Government, Campaigns, Public Affairs, Political Consulting, Community Development, State Government, International Relations, Speech Writing, Coalitions, Political Communication, Grants, Governmental Affairs, Crisis Communications, Legislative Affairs, Community Engagement, Legislative Research, Legal Writing, Administrative Law, Workforce Development, Program Development, Community Organizing, Social Media, Legal Research, Federal Government
Education
Ball State University - College of Business 2002 — 2004
Bachelor of Science (BS), Political Science and Government
Indiana University South Bend 1999 — 2002
Wells Fargo September 2001 - Present
American Express Financial Advisors September 2000 - September 2001
Skills
Banking, Credit, Consumer Lending, Small Business Lending, Loans, Commercial Banking, Lines Of Credit, Credit Analysis, Commercial Lending, Mortgage Lending, Retail Banking, Sales, Coaching, Management, Loan Origination, Relationship Management, Cross Selling, Series 7, Investments, Retirement Planning
Education
ABA Stonier Graduate School of Banking 2013 — 2015
Certificate
East Carolina University 1990 — 1995
Bachelor of Science (B.S.), Elementary Education and Teaching
Kubasaki 1988 — 1990
West Carteret HS 1986 — 1988
Avaya January 2010 - Present
Nortel 1999 - April 2010
American Express 1998 - 1999
BayNetworks 1997 - 1998
American Express Financial Advisors 1990 - 1995
IDS Financial Services 1973 - 1995
Skills
VoIP, Networking, Network Design, Telecommunications, Integration, IP, SIP, Unified Communications, Routers, LAN-WAN, Wireless, Ethernet, Cloud Computing, Sales Engineering, Contact Centers, Avaya, Solution Selling, TCP/IP, Data Center, MPLS, Cisco Technologies, QoS, Telephony, Virtualization, Pre-sales, Switches, Routing, Managed Services, WAN, Network Architecture
Education
Augsburg College 1969 — 1973
BA, Business Adm - Finance, Business-Adm-Acctg
Ameriprise Financial December 2008 - Present
Ameriprise Financial Services, Inc. 2003 - 2008
American Express Financial Advisors 2001 - 2003
Skills
Retirement Planning, Financial Planning, Mutual Funds, Series 7, Estate Planning, Series 63, Series 65, Series 24, Series 6, Talent Management, Coaching, Sales Management, Recruiting, Strategic Financial..., Talent Acquisition, Sales, Financial Advisory, Finance, Financial Services, Leadership, Retirement, Insurance, Wealth Management, Strategy, Investments, Management, Life Insurance
Education
Arizona State University 1998 — 2002
Bachelor of Interdisciplinary Studies, Business & Communications
University of St. Thomas 1997 — 1998
Minnetonka High School 1994 — 1997
SFM Mutual Insurance Company 1996 - Present
American Express Financial Advisors 1994 - 1996
Minnesota /Department of Commerce 1991 - 1994
Minnesota House of Representatives 1986 - 1991
Education
Augsburg College
BA, English
OnPoint Financial Strategies LLC August 2010 - Present
WillIam H Cantrell January 2010 - October 2011
Home Instead Senior Care May 2006 - December 2009
CBIZ January 2004 - March 2007
Hantz Financial June 1999 - January 2004
American Express Financial Advisors November 1989 - June 1999
National City Bank June 1972 - November 1987
Skills
Estate Planning, Long-term Care, Retirement Planning, Retirement, Investments, Strategic Financial..., Small Business, Insurance, Strategic Planning, Employee Benefits, Succession Planning, Financial Advisory, Coaching, Tax, Wealth, Financial Planners, Entrepreneurship, 401k, Management, Wealth Management..., Mutual Funds, Finance, Tax Preparation, Trusts, Wealth Management, Business Planning, Estate Tax Planning, Mergers & Acquisitions, Financial Planning, Executive Management, Life Insurance
Education
Heidelberg University 1999 — 1999
ACCOUNTING
American University 1970 — 1972
MBA FINANCE STUDY
Purdue University 1964 — 1969
BSIM, Industrial Economics
Zendipity Studios January 2005 - Present
Heather Nichols Hair & Make-up November 2006 - Present
Webrain ThinkTank October 2004 - Present
Four Seasons Hualalai March 2013 - July 2013
Mode Organic Salon January 2007 - May 2007
Red Salon & Medi Spa 2006 - 2006
Corus Pharma November 2003 - October 2005
Cell Therapeutics Inc. November 2002 - November 2003
Immunex Corp. February 2002 - November 2002
American Express Financial Advisors June 2001 - January 2002
Skills
Fashion, Lifestyle, Wellness, Holistic Health, Public Speaking, Healing, Wellbeing, Wellness Coaching, Therapeutic Massage, Nutritional Counseling, Stress Management, Meditation, Nutrition, Fitness, Personal Training, Fitness Training, Reiki, Relaxation, Holistic Beauty, Organic Beauty, Multi-Cultural, Beauty Industry, Small Business, Art, Styling, Bodywork, Cosmetics, Yoga, Personal Development, Supplements, Entrepreneurship
Education
University of Minnesota-Twin Cities
Philosophy - Aesthetics
Gary Manuel Aveda Institute 2005 — 2006
Cosmetology with focus on holistic, integrated & auyrevedic health & beauty
Toni & Guy - Paris, France
Advanced Coiffure
WACASH 2008 — 2010
Small Business Management
The Powder Group- Hollywood, Los Angeles 2009 — 2012
Make-Up Artist/Specialist
General Employment Enterprises March 2015 - Present
Harrison College June 2013 - Present
The Josop Group November 2004 - June 2013
Bank One June 1999 - November 2004
Chase 1999 - 2004
Chase 1999 - 2004
American Express Financial Advisors December 1996 - June 1999
Skills
Recruiting, Interviews, Talent Acquisition, Executive Search, Human Resources, Talent Management, Contract Recruitment, Resume Writing, Employee Relations, Employment Law, Sourcing, Career Counseling, Contract Negotiation, Applicant Tracking..., Change Management, Team Building, Permanent Placement, Onboarding, Temporary Staffing, Staffing Services, College Recruiting, Training, Internet Recruiting, Personnel Management, Screening Resumes, Hiring
Education
Indiana University School of Law—Indianapolis 1986 — 1989
JD
Andrews University 1982 — 1986
BA, History
Ameriprise Financial Services, Inc. April 2010 - Present
Ameriprise Financial Services, Inc./Manpower March 2009 - April 2010
Piper Jaffray & Co. October 2005 - August 2008
Piper Jaffray & Co. November 2003 - October 2005
Jeane Thorne Inc. December 2002 - November 2003
American Express Retirement Services April 2000 - November 2002
American Express Financial Advisors 1997 - 1999
American Express Financial Advisors 1996 - 1997
Skills
Project Coordination, Outlook, Mac, PowerPoint, Microsoft Word, Microsoft Excel, Bloomberg, Notary Public
Education
Anoka Ramsey Community College
Psychology/Art History
Cuyahoga jobs and family services April 2013 - Present
Berea Children’s Home September 1999 - Present
Berea Children's Home & Family Services September 1999 - January 2015
Accent Market Design Group August 2005 - July 2006
American Express Financial Advisors August 2002 - October 2004
Skills
Non-profits, Mental Health, Psychology, Community Outreach, Event Planning, Public Speaking, Crisis Intervention, Customer Service, Fundraising, Microsoft Office, Mental Health Counseling, Adolescents, Program Development, Group Therapy
Education
Kent State University 2000 — 2003
Masters Degree, Business Administration
Baldwin-Wallace College 1995 — 2000
B.S, Business Administration
Charles Schwab January 2000 - Present
American Express Financial Advisors August 1997 - December 2000
E-Systems June 1996 - August 1997
Education
Angelo State University 1994 — 1996
B.S., Finance
Isagenix April 2012 - Present
American Express Financial Advisors 1999 - 2002
Skills
Wellness, Fitness, Personal Training, Nutrition, Fitness Training, Strength Training, Wellness Coaching, Holistic Health, Wellbeing, Nutritional Counseling, Healing, Yoga, Weight Training, Operant Conditioning, Therapeutic Massage, Weight, Lifestyle, Coaching, Lifestyle Coaching, Reiki, Pilates, Home Based Business, Supplements, Nutrition Education, Sports Nutrition
Education
Mesa Community College 2004 — 2005
Nutrition
Sherman Kendalls Academy of Beauty Arts & Sciences 2000 — 2002
Cosmetology and Related Personal Grooming Services
Utah Valley University 1996 — 1999
Sports and Exercise
AmeriPride Services June 2011 - Present
Velocity October 2000 - July 2011
Graco April 1998 - October 2000
American Express Financial Advisors August 1996 - April 1998
Skills
Oracle, Automation, System Monitoring, Solaris, Perl, Linux, AIX, Databases, Apache, DB2, Microsoft SQL Server, Unix, VMware, Java, Software Development, Nagios, SDLC, Oracle E-Business Suite, Shell Scripting, Security, Operating Systems, ERP, Disaster Recovery, SQL, Visio, Integration, Performance Tuning, Database Administration, Servers, Programming, Oracle RAC, COBOL, Data Warehousing, Unix Shell Scripting, Red Hat Linux, System Administration, SQL Tuning, Business Intelligence
Education
Alexandria Technical College 1983 — 1984
Computer Programming
Self - Employed January 2009 - Present
Deloitte Consulting October 2005 - April 2008
American Express Financial Advisors January 2003 - August 2005
Education
R.L.S (Rathi Learning Space) 2007 — 2008
Diploma, Interior Design
University of Maryland - Robert H. Smith School of Business 1997 — 2000
B.Sc, Finance
Bangalore University 1993 — 1996
B.Com, Accounts
The Everett Clinic 2011 - Present
Liberty International Underwriters (Liberty Mutual) 2006 - 2009
Arch Insurance Group 2003 - 2006
American Express Financial Advisors 2001 - 2003
Staples Communication 2000 - 2001
Skills
Process Improvement, Accounting, Financial Reporting, Forecasting, Internal Controls, Auditing, Budgets, SAP, Financial Analysis, Finance, Risk Management, General Ledger, Business Process..., Analysis
Education
Cyprus College
BBA, Finance
University of New Haven
MBA, Finance
Citi Personal Wealth Management December 2014 - Present
JP Morgan Chase November 2010 - 2014
Morgan Stanley Smith Barney June 1999 - December 2010
Citi June 1994 - June 1999
Citicorp Investment Services February 1992 - May 1997
American Express Financial Advisors October 1987 - February 1992
Standard & Poor's March 1981 - October 1987
Skills
Series 7, Wealth Management, Investments, Alternative Investments, Series 24, FINRA, Asset Managment, Securities, Fixed Income, Equities, Retirement Planning, Retirement, Fixed Annuities, Financial Services, Estate Planning, Wealth Management..., Investment Advisory, Separately Managed..., Certified Financial..., CLU, 401k, Asset Allocation, Investment Strategies, Life Insurance, Insurance, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1993
MBA, Finance
Baruch College, City University of New York (CUNY) 1979 — 1981
BBA, Economics
LaGuardia Community College 1976 — 1978
AS, Business Administration
Kykkos Gymnasium
Healthcare Services Group, Inc February 2015 - Present
Western Arizona Regional Medical Center April 2013 - February 2015
Hi Desert Medical Center January 2012 - April 2013
Hi-Desert Medical Center/Continuing Care Center August 2010 - January 2012
Bastyr University September 2009 - June 2010
American Express Financial Services 2001 - 2005
American Express Financial Advisors 1994 - 2005
Skills
Dietetics, Clinical Nutrition, Healthcare, Food Service, Nutrition, Diabetes, Medical Nutrition..., Hospitals, Food, Nutritional Counseling, Health Education, Nutrition Education, Sports Nutrition, Wellness, Health Promotion
Education
Bastyr University 2009 — 2010
Dietetics Internship
College of Saint Benedict 2007 — 2009
Hideaway Mountain Cabins June 2008 - Present
MassMutual 2003 - 2006
MassMutual February 2003 - December 2005
American Express Financial Advisors January 1999 - February 2003
Skills
Estate Planning, Investments, Financial Planning, Wealth Management, Retirement, Financial Services, Wealth, Management, Strategic Planning, Finance
Education
University of Georgia School of Law 1980 — 1983
J.D., Law
Alfred University 1971 — 1975
Bachelor's degree, liberal arts
Hamline University School of Business September 2010 - Present
Andrews Consulting, Inc. April 2000 - Present
Enterprise Minnesota November 2002 - June 2014
The Highlands Company 2008 - 2012
Hamline University School of Business 2010 - 2011
University of St. Thomas 2009 - 2010
Total Solutions Group 1999 - 2000
American Express Financial Advisors 1996 - 1997
PDI 1994 - 1995
PDI 1992 - 1994
Skills
Talent Management, Performance Management, Strategy, Job Search Strategies, Leadership Development, Management Coaching, Executive Coaching, Coaching, Program Management, Deferred Compensation, Personnel Management, Employee Benefits, Strategic Planning, Human Resources, Business Strategy, Management, Leadership
Education
University of Minnesota-Twin Cities 2005 — 2010
PhD, Education & Human Development/Family Science
Saint Mary's University of Minnesota 1996 — 1999
MA in Human Development, Psychology, Career Counseling, Organizational Change
Ambassador University 1984 — 1989
BA, Family & Consumer Science / Theology
Mizuho Capital Markets Corp. August 2013 - Present
Merrill Lynch September 2011 - August 2013
Prudential Financial September 2006 - September 2011
Prudential Financial September 2006 - January 2009
MassMutual Financial Group March 2005 - March 2006
Madison Capital Management September 2002 - September 2003
American Express Financial Advisors February 2002 - September 2002
Skills
Securities, FINRA, AML, Mutual Funds, Investments, Risk Management, Insurance, Equities, Investment Advisory, Financial Services, Wealth Management, Banking, KYC, OFAC, Asset Managment, Fixed Income, Strategic Financial..., Alternative Investments, Derivatives, Options, Asset Management, Bloomberg, Capital Markets, Corporate Governance, Due Diligence, Finance, Financial Markets, Financial Regulation, Financial Risk, Hedge Funds, Investment Banking, Operational Risk, Portfolio Management, Series 24, Series 63, Series 7, Anti Money Laundering
Education
Baker University 2002 — 2006
BBA, General
Ameriprise Financial Services, Inc. August 2005 - Present
American Express Financial Advisors November 2002 - August 2005
Avnet August 2000 - April 2002
GE Capital March 1997 - August 2000
State of Minnesota September 1988 - March 1997
Skills
Disaster Recovery, Network Security, Active Directory, Cisco Technologies, VMware, Security, Networking, Network Administration, Data Center, WAN, VPN, Linux, ITIL, Virtualization, Troubleshooting, Information Security, Vendor Management, Enterprise Architecture, Integration, DNS, Network Architecture, VoIP, Information Security..., Routing, Firewalls, TCP/IP, Windows Server, Network Design, DHCP, Cisco Routers, Technical Support, BGP, MPLS, Cluster, PIX, Unified Communications, Switches, Routers, Ethernet, Load Balancing, Software Installation, F5 BigIP, Servers
Education
Anoka Ramsey Community College
Accounting
PwC April 2014 - Present
Freelance Artist 1995 - Present
Kforce January 2013 - March 2014
Kforce Inc July 2010 - January 2013
Kforce Inc July 2009 - July 2010
Kforce Inc January 2007 - July 2009
Enterprise Rent-A-Car September 2003 - January 2007
American Express Financial Advisors 2002 - 2003
Skills
Recruiting, Sourcing, Talent Acquisition, Applicant Tracking..., Technical Recruiting, Employee Training, Internet Recruiting, Leadership, Training, Contract Recruitment, Management, Human Resources, Outsourcing, Temporary Placement, Benefits Negotiation, Executive Search, Permanent Placement, Sales, Onboarding, Staffing Services
Education
Ball State University 1997 — 2002
Bachelors of Fine Arts, Drawing, Architecture, Art History
National Exchange Carrier Association (NECA) October 2014 - Present
National Exchange Carrier Association (NECA) April 2013 - September 2014
National Exchange Carrier Association (NECA) January 2010 - April 2013
American Express Financial Advisors July 1994 - March 2006
American Express Financial Advisors July 1996 - July 1998
American Express Financial Advisors March 1993 - July 1994
Skills
Recruiting, Leadership, Management, Human Resources, Teamwork, Analysis, Training, Insurance, Strategic Financial..., Interviews, Marketing, CRM, Project Planning, Program Management, Forecasting, Customer Satisfaction
Education
Bakersfield College
University of New Orleans
St Mary's Academy
First International Bank and Trust April 2015 - Present
U.S. Trust Bank of America Private Wealth Management December 2007 - July 2014
Northwestern Mutual Wealth Management February 2007 - December 2007
USAA Financial Advice Center March 2006 - January 2007
JPMorgan Chase June 2005 - February 2006
American Express Financial Advisors May 2004 - May 2005
Gradient Analytics December 2002 - May 2004
Skills
Wealth Management, Strategic Financial..., Investments, Portfolio Management, Estate Planning, Finance, Asset Management, Insurance, Financial Services, Asset Allocation, Banking, Equities, Financial Advisory, Wealth Management..., Credit, Accounting, Relationship Management, Sales, Analysis, High Net Worth...
Education
Arizona Summit Law School 2010 — 2013
Juris Doctorate
Arizona State University - W. P. Carey School of Business 2007 — 2009
MASTERS, BUSINESS ADMINISTRATION, BUSINESS
W.P. Carey School of BusinessArizona State University 2006 — 2009
BACHELOR OF SCIENCE, FINANCE
Saint Joseph's University 1998 — 2002
BACHELOR OF SCIENCE, INTERDISCIPLINARY HEALTH SERVICES
Archmere Academy 1994 — 1998
TFI Resources May 2012 - November 2012
United Bankers' Bank October 2010 - December 2011
Ameriprise August 2007 - April 2009
Wells Fargo Trust May 2006 - March 2007
Wells Fargo Trust June 2003 - April 2006
Wells Fargo Trust September 2001 - May 2003
American Express Financial Advisors January 1999 - August 2001
Skills
Mutual Funds, Financial Services, Investments, Project Management, Program Management, Banking, Leadership, Equities, Series 7, Portfolio Management, Analysis, Management, Finance, Securities, Mergers & Acquisitions, Relationship Management, Risk Management, Budgets
Education
Augsburg College 2007 — 2010
BA, Business Administration/Economics, Management
Minneapolis Community and Technical College 2001 — 2005
A.S, Business Management
Zug, Switzerland July 2014 - July 2015
U.S. Bank December 2012 - June 2014
Wells Fargo Bank November 2009 - December 2012
Wells Fargo February 2007 - November 2009
Wells Fargo Institutional Trust Services July 2006 - February 2007
Weatherly Consulting July 2006 - January 2007
Aspara, Inc October 2005 - December 2005
Self Employed July 2005 - October 2005
American Express Financial Advisors, Inc July 2003 - July 2005
American Express Financial Advisors June 2000 - July 2003
Skills
Product Management, Project Management, Marketing, Coaching, Budgets, Consulting, Business Analysis, SDLC, Cross-functional Team..., Program Management, Strategy, Integration, Financial Services, Leadership, Management, Vendor Management
Education
University of Minnesota - Carlson School of Management 1993 — 1997
MBA, Marketing
2008
SCRUM Master
Augsburg College
BA, Fine Arts
Carlson School of Management, University of Minnesota
MBA, Marketing
Elk River High School
SALO LLC and independent engagements 2005 - 2013
ActiFi, Inc. 2003 - 2005
American Express Financial Advisors 1981 - 2003
First Bank System (now US Bancorp) 1976 - 1981
Sperry Univac - Defense Systems Division (now Unisys) 1971 - 1976
Skills
Financial Analysis, Financial Modeling, Mergers, Business Planning, Competitive Analysis, Accounting, Mergers & Acquisitions, Analysis, Strategic Planning, Budgets, Internal Controls, Strategic Financial..., Auditing, Financial Reporting, Banking, Sarbanes-Oxley Act, Internal Audit, Strategy, Finance, Forecasting, Management, Leadership, Project Planning
Education
Minnesota State University, Mankato
MBA
Augsburg College
B.A., Economics
PricewaterhouseCoopers March 2004 - Present
Darwell Park Investments November 1998 - March 2002
SunTrust Robinson Humphrey February 1995 - December 1998
American Express Financial Advisors 1993 - 1995
Skills
Investments, Project Management, Business Process..., Equities, Program Management, Valuation, Trading, Cost Reduction..., Working Capital..., Management Consulting
Education
Georgia State University
MBA, Finance
Augusta State University
BS, Finance and Economics
Kathleen Senior High
Kathleen Senior High
City and County of San Francisco January 2008 - Present
City & County of SF January 2000 - January 2005
City and County of San Francisco January 1995 - January 2000
American Express Financial Advisors January 1991 - January 1995
City and County of San Francisco January 1989 - January 1991
National Foundation For Teaching Entrepreneurship January 1989 - January 1990
Education
San Francisco State University 2014 — 2016
Project Management
Ball State University
Bachelor of Science Degree, Business Administration
Golden Gate University
Masters of Business Administration Degree, Management
Medical Foundation of North Carolina September 2010 - Present
All Kinds of Minds 2007 - 2009
American Express Financial Advisors 1994 - 2005
Skills
Program Development, Non-profits, Microsoft Excel, Strategic Planning, Program Management, Microsoft Office, Staff Development, Event Planning, Team Building, Customer Service, Budgets, Outlook, Public Speaking, Nonprofits, Employee Benefits
Education
Averett University
BS, Business Management and Mathematics
Idaho Central Credit Union August 2015 - Present
Mink Creek Fruit Farms August 2006 - Present
AAA Property Management July 2006 - Present
Bingham Memorial Hospital June 2010 - August 2015
Eastern Idaho Regional Medical Center August 2008 - May 2010
Superior Court - Maricopa/Pinal County March 2002 - June 2006
American Express Financial Advisors July 1999 - February 2000
Skills
Business Strategy, Project Management, Process Improvement, Business Planning, Public Speaking, Business Analysis, Leadership, Training, Marketing, Finance, Management, Operations Management, Writing, Data Analytics, JMP, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Radiology, Hospitals, MRI, Cat Scan, Healthcare Management, Clinic Management, Orthopedics, EMR, Neurology, Surgery, Real Estate, Beef Cattle, Hobby Farms, Research
Education
Idaho State University College of Business 2013 — 2015
Master of Business Administration (MBA)
Idaho State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Radiologic Science
Arizona State University 2004 — 2006
Biology, General
Mesa Community College 2003 — 2004
General Studies
Blessing orphans org, February 2005 - Present
Muzak March 1996 - Present
American Express Financial Advisors 1993 - 1995
Education
Adelphi University
Psychology
Hofstra University
BA, Business Administration
The University of New Mexico
Psychology
Docherty Talent Agency December 2004 - Present
American Express Financial Advisors April 1977 - October 2002
Skills
Theatre, Creative Writing, Voice Over, Voice Acting, Music, Magazines, Non-profits, Fundraising, Legal Research, Art, Team Building, Volunteer Management, Leadership Development, Entertainment, Improvisation, Mac, Stage, Press Releases, Sales, Teaching, Management, Performing Arts, Teamwork, Singing, Sales Management, Graphic Design, Nonprofits, Customer Satisfaction, Grant Writing, Copy Editing, Adobe Creative Suite, Public Speaking, Film
Education
Ohio University 1956 — 1957
Masters, Clinical Psychology
Ashland University 1950 — 1953
Bachelor of Arts (B.A.), Music Performance, General
Verizon Wireless August 2012 - Present
American Express Financial Advisors April 2003 - March 2004
Skills
VoIP, Financial Modeling, Telecommunications, Call Centers, Forecasting, Process Improvement, Microsoft Excel, Marketing Strategy, Strategic Planning, Sales, Budgets, Business Planning, Team Building, Talent Acquisition, Selling, Healthcare, Sports, Wireless, Analysis, Competitive Analysis, Business Analysis, Data Analysis
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MBA, Business
University of Texas at El Paso 1997 — 2002
BA, Finance & Computer Information Systems
Thermo Fisher Scientific May 2014 - Present
DeWolff, Boberg & Associates, Inc. October 2009 - May 2013
Dairy Farmers of America February 2005 - August 2009
Dairy Farmers of America September 2002 - February 2005
Dairy Farmers of America December 1998 - September 2002
Ecolab June 1995 - December 1998
American Express Financial Advisors May 1994 - May 1995
Reckitt & Colman May 1987 - May 1994
Skills
Management Consulting, Business Process..., Change Management, Performance Improvement, Business Analysis, Process Improvement, Operational Excellence, Program Management, Business Process, Strategic Planning, Leadership Development, Organizational..., Project Management, Operations Management, Organizational..., Coaching, Performance Management, Business Transformation, Project Planning, Management, Budgets, Training, Strategy, Leadership, New Business Development, Cross-functional Team..., ERP, Human Resources, Supply Chain Management, Team Leadership, Continuous Improvement, Manufacturing, Risk Management, Forecasting, Lean Manufacturing
Education
Baker University 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General
Missouri State University 1991 — 1993
Drury University 1982 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General
Wells Fargo October 2014 - Present
Wells Fargo October 2012 - October 2014
Wells Fargo May 2003 - October 2013
Wells Fargo September 2001 - May 2003
American Express Financial Advisors July 1999 - August 2001
Target April 1996 - July 1999
U.S. Bank August 1994 - April 1996
Analysts International Corporation (AIC) April 1992 - August 1994
Federated Insurance Company April 1990 - April 1992
Skills
Requirements Analysis, SDLC, Business Analysis, Business Requirements, Software Project..., Vendor Management, Enterprise Architecture
Education
Minnesota State University, Mankato 1988 — 1989
Computer Science
University of Borås 1985 — 1988
Bachelor of Science (BSc), Computer Science
Ameriprise Financial Services, Inc. February 2012 - Present
Ameriprise Financial Services, Inc. May 2000 - February 2012
American Express Financial Advisors August 1998 - May 2000
Dain Rauscher Financial Services February 1996 - August 1998
American Express Financial Advisors June 1993 - February 1996
IDS Financial Services February 1992 - June 1993
IDS Financial Services February 1988 - February 1992
Skills
Underwriting, Leadership, Risk Management, Mutual Funds, New Business Development, Investment Advisory, Financial Services, Wealth Management, Series 7
Education
William Mitchell College of Law 1987 — 1991
Doctor of Law (J.D.)
Albion College 1980 — 1983
Bachelor's degree, Communications/Theater and English literature
American Express Financial Advisors TeacherPulaski Elementary School, SCCPSSOctober 2007 - Present
Education
Armstrong State University 2007 — 2009
Masters of Arts in Teaching, Early Childhood Education and Teaching
Georgia Southern University - College of Business Administration 1994 — 1997
Bachelor of Business Administration (B.B.A.), Marketing / Sales and Sales Management
Commonwealth Financial Network 2004 - Present
Fidelity Investments December 2002 - 2004
American Express Financial Advisors January 2001 - August 2001
Education
University of New Hampshire - Whittemore School of Business and Economics 1998 — 2001
bachelors degree business administration, Business Administration and Management, General
Babson College 1996 — 1998
Bachelor of Business Administration (B.B.A.), business finance