CLS Investments, LLC
Industry: Company
DescriptionFounded: 1989 Subsidiary: Schield Management Company
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CLS Investments, LLC Employees
Oriental Trading Company July 2015 - Present
CLS Investments, LLC November 2014 - July 2015
CLS Investments, LLC June 2013 - October 2014
Mutual 1st Federal October 2012 - May 2013
Mutual 1st Federal July 2011 - September 2012
Bank of the West October 2010 - July 2011
Enterprise Bank April 2010 - October 2010
Francesca's Collections August 2008 - April 2010
Skills
Loans, Credit, Banking, Sales, Finance, Customer Service, Credit Analysis, Financial Analysis, Investments, Portfolio Management, Analysis, Asset Management, Securities, Mutual Funds, Time Management
Education
University of Nebraska at Omaha 2010 — 2013
Bachelor of Business Administration (BBA), Banking, Financial Markets, Investment Science and Portfolio Management, Cum Laude
Metropolitan Community College 2008 — 2010
Associates Degree, Business Administration
CLS Investments, LLC February 2014 - Present
Prudential Financial 2011 - December 2013
PRUDENTIAL ANNUITIES 2009 - 2011
Prudential Financial 2008 - 2009
First Investors 2007 - 2008
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management
Education
Temple University - Fox School of Business and Management 2003 — 2007
Bachelor of Science (BS), Finance, General
Temple University - Fox School of Business and Management 2003 — 2007
Finance
CLS Investments, LLC August 2013 - Present
CLS Investments, LLC August 2012 - Present
National AmeriCorps Corporation August 2010 - August 2011
EME Creative March 2008 - September 2010
Skills
Proficient in Microsoft..., Strong verbal and..., Self motivated,..., Tolerant and flexible..., Accuracy and attention..., Extremely organized, Microsoft Excel, PowerPoint, Marketing, Adobe Creative Suite, Marketing Strategy, Social Media, Team Building, Advertising, New Business Development, Sales, Fundraising, Competitive Analysis
Education
University of Nebraska-Lincoln 2006 — 2010
Bachelor, Marketing
CLS Investments, LLC September 2011 - Present
Emmanuel Evangelical Lutheran Church January 2010 - December 2010
JR Montgomery Bancorporation September 2009 - December 2010
Waddell & Reed June 2007 - September 2009
Pentagon Federal Credit Union June 2004 - January 2006
Skills
Investments, Risk Management, Securities, Insurance, Mutual Funds, Finance, Banking, Portfolio Management
Education
Creighton University 2010 — 2012
MSAPM, Security Analysis and Portfolio Managment
University of Nebraska at Omaha 2002 — 2006
BSBA, Finance, Banking, Investment Science and Portfolio Management, and Management
Medtronic May 2015 - Present
On Assignment September 2013 - March 2015
CLS Investments, LLC August 2010 - September 2013
Richdale Apartments February 2010 - May 2010
IPG July 2009 - February 2010
Skills
Data Analysis, Analysis, Business Analysis, Crystal Reports, SQL, Requirements Gathering, User Acceptance Testing, SDLC, Visio, Microsoft SQL Server, Software Project..., Database Design, Business Process..., Requirements Analysis, Business Intelligence, Salesforce.com, Agile Project Management, Scrum, Relational Data Modeling, Functional..., UML, DFD, SharePoint, Testing, MySQL, Data Warehousing, HTML, JIRA, Atlassian JIRA, Sprint Planning, Charles River IMS, Vendor Management, Project Management, Release Management, Certified Scrum Master, Certified Scrum Product...
Education
University of Nebraska at Omaha 2008 — 2010
Master of Science (MS), MIS
Jawaharlal Nehru Technological University 2003 — 2007
Bachelor of Technology (B.Tech.), Computer Science and Information Technology
CLS Investments, LLC January 2007 - November 2012
First National Bank of Omaha December 1999 - January 2005
Skills
Retirement Plan..., Regulatory Implications, Exceptional..., Problem Solving, Negotiation, Qualified Retirement..., Relationship Management, Investment Selection, ERISA Compliance, Advisor Training, Certified Financial..., Benefit Enrollment, Investment / Portfolio..., IRS / DOL Qualified..., Prospecting / Business..., Consultative / Solution..., Needs Assessment /..., Comprehensive Financial..., ASPPA, Compliance Testing, ERISA, Enrollment Management, 401k, Retirement Planning, Pensions, Retirement, Employee Benefits, Wealth Management, Profit Sharing, Retirement Plan..., Defined Benefit, ETFs, Investment Management, 401k Rollovers, Wealth Management..., Salesforce.com, Investment Advisory, Mutual Funds, Insurance, Series 6, Open Enrollment, Series 7, Portfolio Management, Series 63
Education
Emporia State University
Bachelor of Science, Business Administration
CLS Investments, LLC May 2012 - Present
CLS Investments, LLC July 2008 - May 2012
CLS Investments, LLC January 2008 - June 2008
Skills
Investments, Management, Leadership, Insurance, Mutual Funds, Portfolio Management, Alternative Investments, Wealth Management, 401k, Asset Allocation, Securities, Financial Services, Investment Advisory, Retirement, Asset Management
Education
University of Nebraska at Omaha 1972 — 1977
Bachelor of Science (BS)
Omaha Burke High School 1967 — 1970
CLS Investments, LLC January 2015 - Present
CLS Investments, LLC June 2010 - January 2015
CLS Investments, LLC June 2007 - June 2010
Skills
Financial Advisory, Mutual Funds, Series 6, Investment Advisory, Wealth Management, Securities, Investments, Investment Strategies, Asset Allocation, ETFs, Customer Service, Sales, Financial Services, Asset Management, Investment Management, Variable Annuities, Series 65, Separately Managed..., Series 63, series, Strategic Financial..., Fixed Annuities, Retirement, Series 7, 401k, Alternative Investments
Education
Midland University 2003 — 2007
Bachelor, Business Administration
CLS Investments, LLC August 2014 - Present
CLS Investments, LLC March 2011 - August 2014
First National Bank of Omaha July 2009 - May 2011
Baldwin FIlters May 2007 - June 2009
University of Nebraska at Kearney August 2008 - May 2009
Skills
Microsoft Office, Marketing Communications, Marketing, Microsoft Excel, Customer Service, Social Media Marketing, Salesforce.com
Education
University of Nebraska at Kearney 2008 — 2009
Masters of Business Administration, Marketing
University of Nebraska at Kearney 2004 — 2008
Bachelor of Science, Business Adminstration, with an emphasis in Marketing
Orion Advisor Services August 2013 - Present
CLS Investments, LLC September 2007 - August 2013
Skills
Mutual Funds, Series 63, Series 6, Investment Advisory, Asset Allocation, Securities, 401k, Wealth Management, Investments, Financial Services, Retirement, Asset Management, ETFs, Risk Management
Education
University of Nebraska at Omaha 2001 — 2006
Bachelor, Marketing
Fidelity Investments November 2014 - Present
Morgan Stanley May 2013 - July 2014
CLS Investments, LLC July 2007 - May 2013
CLS June 2005 - July 2007
Fidelity Investments August 1995 - June 2005
Skills
Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management, Business Analysis, Strategic Planning, Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Wealth Management, Management, Investments, Customer Service, Microsoft Excel, Risk Management, Strategic Financial..., Financial Planning
Education
Brigham Young University 2002 — 2004
MBA, Business
Nationwide Financial September 2010 - Present
Orizon Group February 2008 - September 2010
CLS Investments, LLC January 2006 - February 2008
Skills
Qualified Retirement..., Investment Advisory, Personal Financial..., Mutual Funds, Pensions, Finance
Education
Creighton University 2002 — 2005
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies
U.S. Bank April 2013 - Present
Orion Advisor Services December 2002 - April 2013
CLS Investments, LLC January 2001 - December 2002
Skills
Financial Advisory, ETFs, Series 24, Salesforce.com, 401k, Separately Managed..., Finance, Miller Heiman, Merchant Acquiring, Investment Management, Financial Services, Business Development, Fixed Annuities, Institutional Sales, Executive Management, Relationship Management, Insurance
Education
Bellevue University 1998 — 2000
BA
Fidelity Investments July 2015 - Present
CLS Investments, LLC August 2013 - July 2015
CLS Investments, LLC November 2011 - August 2013
CLS Investments, LLC February 2010 - November 2011
Modern Banking Systems 2008 - 2010
Bank of the West 2006 - 2008
Education
Morningside College 1997 — 2002
BS, Marketing, Advertising, Graphic Design
Goldman Sachs August 2014 - Present
Chadwell Advisors, LLC March 2013 - July 2014
CLS Investments, LLC December 2012 - March 2013
CLS Investments, LLC June 2012 - December 2012
CLS Investments, LLC October 2011 - June 2012
SWK Holdings Corporation February 2010 - September 2011
TechColumbus June 2008 - June 2009
The Fisher College of Business January 2009 - March 2009
The Ohio State University College of Medicine August 2005 - February 2007
Independence Rehabilitation August 2004 - July 2005
Skills
Investments, Financial Modeling, Due Diligence, Analysis, Mergers, Entrepreneurship, Investment Banking, Market Research, Competitive Analysis, Valuation, Financial Analysis, Venture Capital, DCF, Asset Managment, Private Equity, Finance, Bloomberg, Equity Research, Alternative Investments, Corporate Finance, Business Strategy, Capital Markets, Mutual Funds, Mergers & Acquisitions
Education
The Ohio State University Fisher College of Business 2007 — 2009
MBA, Investment Management
Brigham Young University 1998 — 2005
BS, Neuroscience
CLS Investments, LLC January 2015 - Present
CLS Investments, LLC April 2013 - Present
CLS Investments, LLC April 2010 - April 2013
CLS Investments, LLC May 2006 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2006
QA3 Financial Corp 2002 - 2004
Skills
Investments, Asset Managment, Retirement Planning, Securities, Series 6, AIF, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Managed Money, Strategic Partnerships, Qualified Retirement..., Financial Services, Finance, Asset Management, Alternative Investments, Insurance, Series 65
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science, M.I.S.
Millard North High School 1994 — 1997
AdvisorOne Funds Trust January 2012 - Present
CLS Investments, LLC July 2008 - Present
NorthStar Financial Services Group, LLC June 2006 - November 2011
Doster Mickes June 2005 - June 2006
Fitzgerald, Schorr, Barmettler & Brennan February 2003 - June 2005
Skills
Series 24, Series 7, Series 66, Spanish, Securities, Investment Advisers Act, Investments, Investment Company Act, Mutual Funds, Securities Regulation, Asset Managment, Investment Advisory, FINRA, Alternative Investments, AML, Securities Exchange Act..., Financial Services, Corporate Governance, Broker-Dealer, Estate Planning, Securities Litigation, OFAC
Education
University of Missouri-Kansas City School of Law 2001 — 2002
LL.M., Tax
University of Arkansas at Little Rock, William H. Bowen School of Law 1998 — 2001
J.D., Law
University of Arkansas 1992 — 1995
B.A., International Economics
CCH Trust US, a Wolters Kluwer business September 2013 - June 2015
Informa Investment Solutions 2012 - 2013
Wells Fargo Advisors 2011 - 2012
CLS Investments, LLC 2008 - 2009
Feldman Securities Group, LLC 2007 - 2008
Feldman Securities Group, LLC 2004 - 2007
SunGard Financial Systems 2003 - 2004
Feldman Securities Group, LLC 2000 - 2003
State Street 1998 - 2000
Skills
Strategic Selling Skills, Managing Complex Sales, Solution Selling, Consultative Sales..., Superior Client Service, Key Account Acquisition..., Strategic Relationships, Miller-Heiman Strategic..., Relationship..., National Account..., Pipeline Management, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Investments, Asset Management, Series 7, Investment Management, Risk Management, Negotiation, Banking, Relationship Management, ETFs, Account Management, SaaS, Separately Managed..., Investment Advisory, Series 63, Financial Risk, Asset Managment, Software Solution Sales, Performance Measurement, IT Outsourcing, Outsourcing, Series 65, Client Services, Proposal Generation, Global Custody, Registered Investment..., Front to Back Office, SPIN Selling, Sales Management
Education
State University of New York College at Plattsburgh
BA, Economics
AXA Advisors, LLC September 2013 - Present
CLS Investments, LLC July 2010 - February 2013
CLS Investments, LLC June 2006 - July 2010
CLS Investments, LLC September 2003 - June 2006
CLS Investments, LLC September 1998 - September 2003
Skills
Investment Strategies, Variable Annuities
Education
University of Nebraska at Omaha
Bachelor's degree
Grace University
CLS Investments, LLC June 2012 - Present
Orion Advisor Services May 2006 - June 2012
Skills
Trading, Trading Systems, ETFs, Mutual Funds, Investments, Asset Allocation, Securities, Financial Services, Asset Management, Portfolio Management, Series 7, Series 63, Finance
Education
Illinois State University 1990 — 1994
BS, Marketing
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Lenox Advisors May 2014 - Present
CLS Investments, LLC August 2011 - May 2014
Milestone Capital Management, LLC June 2006 - August 2011
Citi September 2004 - June 2006
Skills
Alternative Investments, Asset Allocation, Series 7, Portfolio Management, Asset Management, Series 63, ETFs, Asset Managment, Equities, Mutual Funds, Investments, Wealth Management, Fixed Income, Investment Advisory, Bloomberg, Trading, Financial Modeling, Securities, Investment Management, Investment Strategies, Separately Managed..., Equity Research, Bonds, Hedge Funds
Education
Rollins College 2000 — 2004
Bachelor of Arts (B.A.), Economics
The Episcopal Academy
CLS Investments, LLC July 2012 - Present
MFS Investment Management 2006 - July 2011
Pioneer Investments 2004 - 2006
MFS Investment Management 1997 - 2004
Sun Life Financial December 1994 - March 1997
Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65
Education
Wharton Business School 2008 — 2009
Certified Investment Management Analyst
University of Maine 1989 — 1993
Business Management, Finance
CLS Investments, LLC July 2010 - Present
CLS Investment Firm, LLC December 2007 - July 2010
Northstar Financial Services November 2006 - December 2007
Skills
Asset Managment
Education
University of Nebraska at Omaha 1998 — 2004
CLS Investments, LLC March 2013 - Present
CLS Investments, LLC April 2011 - March 2013
ConAgra Foods, Inc. April 2009 - December 2010
LeaseTeam, Inc. July 2007 - February 2009
Union Pacific Distribution Services January 2007 - May 2007
Agribusiness & Food Associates, LLC May 2006 - October 2006
Heartland Automotive Services, Inc. June 2004 - September 2005
Skills
Financial Analysis, Analysis, Microsoft Excel, Finance, Microsoft Office, Portfolio Management, Insurance, PowerPoint, Investments, Financial Modeling, Risk Management, Customer Service, Budgets, Data Analysis, Process Improvement, Strategic Planning, Accounting, Forecasting
Education
Creighton University 2009 — 2015
MSAPM/MBA, Masters of Securities and Portfolio Management / Masters of Business Administration
University of Nebraska at Omaha 2003 — 2007
BSBA, Finance, Banking, and Portfolio Management
Securities America Inc. July 2015 - Present
Securities America, Inc. Member FINRA/SIPC September 2014 - Present
CLS Investments, LLC November 2013 - September 2014
Pottawattamie County August 2012 - December 2012
Skills
Finance, Regulatory Compliance, International Law, Securities, Investments, Financial Services, Microsoft Excel, Risk Management, Microsoft Office
Education
Creighton University School of Law 2010 — 2013
Juris Doctor, Law
Old Dominion University 2005 — 2010
Bachelor of Science (B.S.), Political Science and Government
CLS Investments, LLC April 2015 - Present
CLS Investments, LLC December 2013 - March 2015
CLS Investments, LLC July 2013 - December 2013
Brigham Young University 2009 - 2013
Skills
Microsoft Word, Media Relations, Public Relations, Editing, Public Speaking, Research, Event Planning, PowerPoint, Spanish, Social Media, Press Releases, Nonprofits, Microsoft Office, Facebook, Social Media Marketing
Education
Brigham Young University 2008 — 2012
Bachelor's degree, Marriott School of Management
CLS Investments, LLC
Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Marketing, Research, PowerPoint, Microsoft Word, Public Speaking, Management
Education
Brigham Young University
CLS Investments, LLC September 2014 - Present
Pioneer Investments October 2012 - September 2014
Contemporary Analysis Inc. July 2012 - August 2012
Christian Heritage May 2011 - July 2012
Legacy Carpet Cleaning September 2010 - January 2011
Papillion-La Vista Kids Club February 2008 - August 2010
Skills
Series 65, Sales, Sales Process, ETFs, Mutual Funds, Investment Advisory, Investment Strategies, Customer Service, Social Services, Foster Care, Fitness Training, Christian Ministry, Bible teaching, Lower Level Managment, Discipleship, Church Events, Call Centers
Education
Nebraska Christian College 2008 — 2011
Bachelor of Arts (B.A.), Family Life and Counseling Ministry
Manhattan Christian College 2005 — 2008
Bachelor of Arts (B.A.), Family Life and Counseling Ministry
NewStar Financial May 2008 - Present
Fish & Richardson P.C. 2007 - 2008
Orizon Group March 2003 - January 2007
Skarda Equipment Company, Inc December 2001 - March 2003
AIR-Serv 1999 - 2001
CLS Investments, LLC 1996 - 1997
Indiana State University June 1995 - June 1996
Linton-Stockton Community Schools August 1992 - May 1995
Indiana State University August 1991 - June 1992
Tiffin University August 1990 - May 1991
Skills
Databases, Microsoft SQL Server, Access, Integration, Database Design, T-SQL, Business Analysis, Analysis, Data Warehousing, Management, C#, VB.NET, Data Modeling, Leadership, Data Analysis, Process Improvement, Microsoft Excel, SSRS, SQL Server, SQL, Visual Studio, Reports, Requirements Gathering, Programming, Training, Technical Training, Software Documentation, Microsoft Office, Excel, Visual Basic, Team Leadership, jQuery Mobile, PowerPivot, Star Schema, SSIS, SQL Server Management..., Web Development, Software Development, Project Management, SDLC, Data Migration, Data Integration, Sports Coaching
Education
Indiana State University 1986 — 1993
BS & MS
Indiana State University 1982 — 1986
B.S. & M.S
Indiana State University 1982 — 1986
Bachelor's degree
Sarpy County Public Defender January 2015 - Present
Washington County Attorney's Office May 2015 - August 2015
CLS Investments, LLC May 2014 - August 2014
American Roofing Company May 2013 - August 2013
Matthew D. Carling Law Offices January 2013 - May 2013
Southern Utah University January 2012 - May 2013
Rocky Mountain Fencing May 2008 - August 2012
Bureau of Land Management May 2009 - August 2010
Skills
Legal Research, Legal Writing, Research, Public Speaking, Microsoft Office, PowerPoint, Public Policy, Microsoft Word, Microsoft Excel, Editing, Policy Analysis, Negotiation
Education
Creighton University School of Law 2013 — 2016
Doctor of Law (J.D.), Law
Southern Utah University 2008 — 2013
Bachelor of Science (BS), Political Science and Government/ minor in Legal Studies
CLS Investments, LLC December 2012 - Present
CLS Investments, LLC January 2011 - December 2012
TD Ameritrade May 2007 - November 2010
Juhl Brokerage July 2006 - October 2007
Skills
Marketing Communications, Marketing, Management, Social Media, Marketing Strategy, Project Management, Leadership, Investments, Strategic Planning, Sales
Education
Creighton University 2004 — 2007
Bachelor of Arts (B.A.), English
University of Nebraska at Omaha 2001 — 2002
CLS Investments, LLC June 2007 - Present
Education
University of Nebraska at Omaha 1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising, and Applied Communication
Pacific Life Insurance Company September 2014 - Present
CLS Investment Firm November 2009 - September 2014
CLS Investments, LLC April 2006 - November 2009
Avantas August 2004 - January 2009
West Corporation May 1994 - December 1999
Skills
Management, Salesforce.com, Account Management, Microsoft Office, Microsoft Excel, Process Improvement, Employee Relations, Call Center, Financial Services, Finance, PeopleSoft, Annuity Sales, Mutual Funds, Sales, Relationship Management
Education
University of Nebraska at Omaha
Bachelor's degree
Bellevue University
Master's Degree, Master of Arts in Managment
Wells Fargo June 2014 - Present
CLS Investments, LLC March 2008 - May 2014
Wells Fargo Private Bank April 2001 - March 2008
Skills
Mutual Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equities, Asset Management, Securities, Investment Strategies, CFA Charterholder since..., Passed CPA exam in 1997, Investment Management, Alternative Investments, Investment Advisory, Finance, ETFs, Retirement Planning, Series 7
Education
University of Nebraska at Omaha 1987 — 1994
BSBA, Accounting
CFA Institute
CFA Charterholder
CLS Investments, LLC July 2014 - Present
CLS Investments, LLC August 2012 - July 2014
Fiserv January 2010 - August 2012
Edward Jones August 2008 - January 2010
Skills
Series 65, Series 6, Investments, Financial Services, Banking, Mutual Funds, Finance, Equities, Securities
Education
University of Nebraska-Lincoln 2004 — 2008
Bachelor's degree, Finance, General
Oxford University 2008 — 2008
Experian May 2013 - Present
Sojern March 2012 - December 2012
Schneider Electric August 2011 - March 2012
CLS Investments, LLC June 2010 - August 2011
American National Bank July 2007 - July 2010
First National Bank of Omaha February 2003 - July 2007
Education
Bellevue University 2009 — 2010
Masters
University of Nebraska at Omaha 2001 — 2006
Bachelor of Science in Business Administration
Omaha Northwest
CLS Investments, LLC May 2015 - Present
SonRight Capital and Consultants October 2013 - Present
Prudential Financial August 2012 - December 2013
Fifth Third Securities November 2011 - August 2012
Prudential Financial October 2004 - November 2011
Skills
Insurance, Life Insurance, Investments, Risk Management, Coaching, Public Speaking, Customer Service, Strategic Planning, Microsoft Office, New Business Development, Team Building, Negotiation, Management, Sales, Marketing, Sales Management, Retirement Planning, Financial Planning
Education
The American College 2012 — 2014
Chartered Life Underwriter (CLU), Advanced Insurance Specialization
The American College 2008 — 2013
Chartered Financial Consultant (ChFC), Advanced Financial Planning
Kellogg Community College
Associate of Arts (A.A.), Financial Planning and Services
TSYS Merchant Solutions April 2015 - Present
CLS Investments, LLC December 2013 - April 2015
Accurate Construction and Restoration/ServiceMASTER of Sarpy County August 2011 - December 2013
TD Ameritrade June 2013 - September 2013
Skills
Microsoft Office, Marketing Communications, Marketing Strategy, Sales, Marketing, Business Communications, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Facebook, Public Relations, Business Development, Customer Service, Team Building, Time Management, Salesforce.com
Education
University of Nebraska at Omaha 2012 — 2013
Bachelor's degree, Business/Corporate Communications
Ellsworth Community College 2006 — 2008
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services
CLS Investments, LLC January 2003 - Present
Schield Management Company May 2002 - February 2004
Charles Schwab July 2000 - May 2002
Merrill Lynch May 1998 - July 2000
Skills
Investments, Mutual Funds, Investment Advisory, Series 63, Series 7, Financial Services, Asset Allocation, Asset Management, Retirement, Retirement Planning, Securities, Series 6, Wealth Management
Education
Colorado State University 1992 — 1997
Math
Nebraska Prep Volleyball / Nebraska Prep Recruiting August 2013 - Present
CLS Investments, LLC November 2011 - August 2013
Platte Institute for Economic Research December 2007 - March 2011
TD Ameritrade June 2007 - December 2007
Pacific Life July 2005 - June 2007
Thrivent Financial October 2004 - July 2005
Forest Lake Times and Fremont Tribune July 1993 - October 2004
Skills
Internal & External..., Media & Public Relations, Public Speaking &..., Event Planning &..., New Business Development, Development & Creation..., Public Relations, Newsletters, Copywriting, Media Relations, Marketing, Social Media, Research, Strategy, Public Speaking, Internal Communications, Management, Direct Marketing, Blogging, Leadership, Nonprofits, Sales, Journalism
Education
Midland University 1990 — 1993
Journalism
CLS Investments, LLC August 2013 - Present
Gemini Fund Services August 2012 - August 2013
Vatterott College April 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC February 2008 - September 2009
Securities America, Inc. Member FINRA/SIPC May 2006 - September 2009
Skills
Wealth Management
Education
Bellevue University 2011 — 2012
Master of Business Administration (MBA), 4.0
Bellevue University 2007 — 2008
Bachelor of Science, Management
Metropolitan Community College 2005 — 2007
Associate, Business Management
CLS Investments, LLC October 2010 - Present
CLS Investment Firm, LLC June 2006 - October 2010
Skills
Investments, Microsoft Excel, Alternative Investments, Financial Analysis, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Customer Service, Mutual Funds, Asset Allocation, Financial Services, Securities, Finance, Series 63
Education
Bellevue University 2006 — 2009
MBA, Finance
Eastern Washington University 2001 — 2003
BA, Computer Science with an emphasis on Multimedia Programming
Brigham Young University - Idaho 1995 — 2000
AAS, Computer Information Systems
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
CLS Investments, LLC June 2012 - Present
American General Finance February 2005 - June 2012
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Credit Analysis, Banking, Underwriting, Branch Management, Customer Service, Refinance, Insurance, Retail Banking, Loan Servicing, Small Business Lending, Mortgage Banking, Financial Analysis, Commercial Banking, Microsoft Excel, Sales
Education
University of Nebraska-Lincoln 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
SirsiDynix May 2013 - March 2015
United States Capitol Historical Society January 2013 - April 2013
BYU Independent Study September 2012 - December 2012
CLS Investments, LLC April 2012 - August 2012
Skills
Research, Microsoft Office, PowerPoint, Editing, Microsoft Excel, Event Planning, Adobe Creative Suite, Blogging, Social Media, Public Speaking, Microsoft Word, Customer Service, Project Coordination, OpenAir, Salesforce.com, WebEx
Education
Brigham Young University 2009 — 2013
Bachelor of Arts (B.A.), Humanities: Art History
Northern Lights Compliance Services, LLC December 2011 - Present
NorthStar Financial Services Group, LLC July 2007 - December 2011
CLS Investments, LLC July 2007 - October 2011
National Indemnity Company January 2006 - July 2007
Skills
Securities, Legal Writing, Due Diligence, Legal Research, Insurance, Mutual Funds, Spanish, Securities Regulation, Financial Services, Investments, Microsoft Office, Legal Compliance
Education
Creighton University School of Law 2004 — 2007
J.D.
Brigham Young University 2001 — 2004
Bachelor's Degree, Spanish
Brigham Young University 1997 — 1998
CLS Investments, LLC November 2013 - Present
Direct Technology, LaunchCG, Omni212, Groundwire Consulting/ InventIT Solutions September 2013 - December 2013
Marathon Kids April 2013 - September 2013
Independent Project Manager / Consultant June 2012 - April 2013
The BeHive (formerly Heart House) May 2011 - February 2012
Heart House Austin May 2009 - May 2011
MADD September 2005 - December 2008
Children's Hospital February 2005 - August 2005
Cystic Fibrosis Foundation September 2003 - February 2005
Camp Fire USA August 2001 - August 2003
Skills
Fundraising, Non-profits, Community Outreach, Event Planning, Public Relations, Strategic Planning, Program Management, Networking, Change Management, Behavior Modification, Public Speaking, Grant Writing, Volunteer Management, Program Development, Public Policy, Community Development, Team Building, Social Networking, Board Development, Leadership, Organizational..., Budgets, Training, Program Evaluation, Grants, Research, Project Management, Marketing Communications, Staff Development, Non-profit..., Philanthropy, Media Relations, Policy, Newsletters, Editing, Blogging, Leadership Development, Marketing Strategy, Social Media, Data Analysis, Strategic Communications, Microsoft Office, Event Management, Management, Youth Development, Proposal Writing, Nonprofits, Salesforce.com, Relationship Management, Marketing
Education
University of Nebraska at Omaha 2005 — 2010
Master of Arts (M.A.), Public Administration, 3,87
University of Nebraska at Omaha 1998 — 2002
Bachelor of Arts (B.A.), Psychology, 3.83
Omaha Northwest High School 1994 — 1998
Orion Advisor Services June 2014 - Present
Orion Advisor Services April 2007 - June 2014
Plains Marketing LP April 2006 - April 2007
CLS Investments, LLC 2003 - 2006
Skills
Marketing, Financial Analysis, Risk Management, Asset Managment, Investments, Portfolio Management, Management, Microsoft Excel, Microsoft Office, Business Development, Process Improvement, Data Analysis
Education
University of Nebraska at Omaha 2001 — 2004
MBA
The University of South Dakota 1993 — 1997
BSBA, Marketing, Sociology
CLS Investments, LLC 2013 - Present
CLS Investment Firm, LLC March 2005 - February 2012
CLS Investments March 2007 - December 2007
Skills
Asset Management, Financial Services, Mutual Funds, Investments
Education
University of Nebraska at Kearney 1990 — 1993
CLS Investments, LLC August 2004 - Present
Education
Nebraska Wesleyan University 2000 — 2004
Northern Lights Distributors, LLC January 2013 - Present
CLS Investments, LLC May 2011 - December 2012
QA3 Financial Corp August 2010 - February 2011
QA3 Financial Corp August 2007 - August 2010
QA3 Financial Corp September 2006 - August 2007
QA3 Financial Corp April 2006 - September 2006
QA3 Financial Corp December 2005 - April 2006
QA3 Financial Corp November 2004 - November 2005
Education
University of Nebraska at Omaha
BSBA, Finance & Banking
Millard North High School 1993 — 1997
CLS Investments, LLC August 2011 - Present
CLS Investment Firm, LLC May 2006 - August 2011
Mutual of Omaha October 1999 - November 2004
Skills
Series 63, Series 6, Investment Advisory, Retirement, Financial Services, Asset Management, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Fixed Annuities, Series 24, Series 65, Investment Strategies, Financial Planning, Finance, Customer Service, Investment Management
Education
The University of South Dakota 1987 — 1992
BS, Business with HR emphasis
CLS Investments, LLC August 2013 - Present
Ceros Financial Services, Inc. September 2009 - August 2013
Rydex Financial Services, Inc. August 2005 - September 2009
Rydex Investments September 2003 - August 2005
Merrill Lynch January 2001 - May 2001
Skills
Series 7, Series 63, New Business Development, Mutual Funds, RIA Custody, Broker-Dealer, Building Relationships, Financial Services, Relationship Management, Series 65, Marketing, Marketing Strategy, Leadership, Management, Wealth Management, Investment Advisory, Asset Management, Investments
Education
Towson University 1997 — 2001
BS, Finance
CLS Investments, LLC November 2013 - Present
Faith Presbyterian Church - Omaha/LaVista, NE August 2013 - June 2014
GCM July 2012 - May 2013
First Christian Church - Omaha January 2006 - August 2012
First National Bank of Omaha March 2009 - May 2012
First National Bank of Omaha March 2007 - March 2009
Werner Enterprises, Inc March 2007 - March 2009
Benefit Plans, Inc January 2002 - January 2005
CBIZ Benefits & Insurance Services, Inc FKA GSA Insurance Services, Inc October 1999 - January 2002
Guarantee Life Insurance Company, Inc February 1997 - October 1999
Skills
Public Speaking, Piano, Customer Service, Microsoft Office, Fundraising, Microsoft Excel, Teaching, Data Analysis, Strategic Planning, Business Analysis, Microsoft Word, PowerPoint, Insurance, Process Improvement, Non-profits, Employee Relations, Accounting, Project Management, Music, Team Building, Music Theory, Nonprofits, Singing, Training
Education
Gustavus Adolphus College 1985 — 1989
BA, Education & Music
Burke High School 1983 — 1985
CLS Investments, LLC June 2010 - Present
VSR Logistics July 2006 - May 2009
Kintetsu World Express April 2003 - July 2005
Panasonic August 2002 - April 2003
Skills
Operations Management, 3PL, Customer Service, Human Resources, Inventory Management, Logistics, Process Improvement, Sales, Transportation, Account Management, Customer Satisfaction, Investments, Management, Microsoft Office, Forecasting, Mutual Funds, Pricing, Team Building
Education
Cypress College 1999 — 2001
AA, General
CLS Investments, LLC August 2013 - Present
CLS Investments, LLC November 2011 - Present
Pioneer Investments March 2010 - October 2011
Millard Public Schools Foundation November 1999 - April 2010
Skills
Investments, Mutual Funds, Team Building, Financial Analysis, Risk Management, ETFs, Customer Service, Communication, Finance, Portfolio Management, Securities, Series 65, Insurance, Series 63, Series 6
Education
Bellevue University
B.S., Business Administration
Fraser Stryker PC LLO July 2009 - July 2014
CLS Investments, LLC April 2013 - August 2013
eGamePlace, LLC May 2009 - June 2010
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Legal Writing, Legal Research, Time Management, Facebook, Filing, Data Entry, Customer Service, Access, Microsoft Word, Social Media, Social Networking, Notary Public, Fax, Westlaw, LexisNexis, Bloomberg Law
Education
University of Nebraska College of Law 2014 — 2017
Juris Doctor (J.D.)
University of Nebraska at Omaha 2009 — 2014
Bachelor of Science (B.S.), Investment Science & Portfolio Management / Real Estate & Land Use Economics
University of Arizona 2008 — 2009
Papillion - La Vista High School 2004 — 2008
William Blair and Company October 2011 - Present
CLS Investments, LLC July 2010 - October 2011
TD Ameritrade May 2008 - November 2009
Education
University of Nebraska at Omaha 2006 — 2009
Bachelors, Investment Sciences and Portfolio Mgmt
CLS Investments, LLC November 2009 - Present
CLS Investments, LLC May 2007 - October 2009
Skills
Portfolio Management, Alternative Investments, Financial Modeling, Equities, Tactical Asset...
Education
University of Nebraska at Omaha 2004 — 2009
Bachelor's degree, Finance, General; Mathematics, GPA 3.95
Bill Jolitz, Photographer January 2004 - Present
Minnesota Historical Society 2007 - 2015
Children's Healthcare Minnesota 2011 - 2013
Community of Aiden & Hilda 2010 - 2013
Saudi Aramco February 1991 - October 2003
Saudi Aramco 1991 - 2003
CLS Investments, LLC June 1985 - December 1989
Decimus 1978 - 1979
Skills
Financial Management, Investment Management, Financial Analysis, Financial Planning, Budgeting, Forecasting, Business Planning, Budgets, Managerial Finance, Analysis, Strategic Financial..., Data Analysis, Market Analysis, Microsoft Word, Microsoft Excel, Project Planning, Public Speaking, Process Improvement, Project Management, Microsoft Office, Research, Customer Service, Business Analysis, Leadership, Strategic Planning, Management, Coaching, Training, Team Leadership, Strategy, Team Building
Education
University of Southern California 1972 — 1976
MBA, Market Research
Art Center College of Design 1966 — 1969
Bachelor of Fine Art, Photography
CLS Investments, LLC December 2014 - Present
Undisclosed per Company Policy January 2014 - December 2014
Skills
Investments, Financial Services, Series 7, Series 63, Financial Advisory, Investment Strategies, Mutual Funds, Securities, Investment Advisory
Education
University of Oklahoma 2006 — 2010
CLS Investments, LLC July 2005 - Present
Skills
Mutual Funds, Series 63, Investment Advisory, Investments, Series 6, Strategic Financial..., Series 7, Securities, Wealth Management, Series 65, Asset Allocation, Retirement Planning, Fixed Annuities, Financial Advisory, 401k
Education
University of Missouri-Columbia, College of Business 1985 — 1989
Bachelors, Marketing, Management, Sociology, Psychology
Creighton University
Interdependent studies
Ameritas Investment Corp. SR. COMPLIANCE ANALYSTMutual of Omaha investor ServicesMay 2006 - October 2011
CLS Investments, LLC February 2005 - May 2006
Mutual of Omaha December 1999 - February 2005
Education
University of Nebraska at Kearney
Business Administration, Finance and Marketing
CLS Investments, LLC August 2011 - Present
Milestone Capital Management, LLC June 2004 - August 2011
Bear, Stearns & Co. March 2001 - May 2004
Milestone Capital Management, LLC December 1994 - March 2001
Goldman Sachs October 1986 - December 1994
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1982 — 1986
Bachelor of Science (BS), Finance, General
CLS Investments, LLC January 2015 - Present
York Risk Services Group December 2008 - January 2015
Noll Human Resourcs April 2008 - November 2008
Yellowbook November 2004 - February 2008
Retail Sales Consultant January 2001 - August 2004
Skills
Microsoft Word, Claims Handling, Workers' Compensation..., Managerial Skills, Distribution Center..., Analysis, Budgets, Payroll, Customer Service, Sales, Insurance, Subrogation, Claim Investigation, Claims Resolution, Claims Management, Claims Investigations, Workers Compensation, Claim, Litigation Management, Data Entry, Outlook, Time Management, Adjusters, Management, Advertising, Marketing Strategy, Negotiation, Sales Management, Social Media Marketing
Education
Colorado State University 1996 — 2001
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Elkhorn High School 1992 — 1996