Fiduciary Counselling, Inc.
Address: 30 E 7th St #2000, St Paul, MN 55101 Phone: (651) 228-0935: : : : : Website: Hours: Place name: Category: : Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Fiduciary Counseling Inc Posting publicly on the Web Write a review Reviews Be the first to review
Fiduciary Counselling, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Fiduciary Counselling, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Fiduciary Counselling, Inc. Salaries. You can even request information on how much does Fiduciary Counselling, Inc. pay if you want to. Learn about salaries, pros and cons of working for Fiduciary Counselling, Inc. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
55 Fiduciary Counselling, Inc. employees in database. Find out everything there's to know about Fiduciary Counselling, Inc. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Fiduciary Counselling, Inc. Employees
BI WORLDWIDE March 2015 - Present
Citizens League October 2013 - Present
Alondra Cano for City Council July 2013 - October 2013
Fiduciary Counselling Inc. December 2012 - September 2013
Minnesotans United for All Families March 2012 - November 2012
Citizens League February 2010 - March 2012
University of Minnesota, Office of Student and Community Relations September 2008 - November 2011
Skills
Public Policy, Community Outreach, Volunteer Management, Public Relations, Political Campaigns, Public Speaking, Policy Analysis, Strategic Communications, Non-profits, Leadership Development, Grant Writing, Research, Social Media, HTML, Leadership, Nonprofits
Education
University of Minnesota-Twin Cities 2007 — 2010
B.A., Political Science
The Leuthold Group April 2014 - Present
Anytime Fitness October 2013 - Present
Fiduciary Counselling, Inc. January 2012 - April 2014
Fiduciary Counselling, Inc. January 2010 - January 2012
Minnesota Zoo August 2009 - January 2010
University of California, Santa Barbara October 2006 - July 2009
Skills
Lotus Notes, Administrative..., Organization &..., Timeslips, Microsoft Excel, Microsoft Word, Great Personality, Time Management, AS400 system, Great Plains Software, Microsoft Office, QuickBooks, Adobe Professional, IBM iSeries, Budgets, Administrative Support, Great Plains, AS400, Mutual Funds, Creative Problem Solving, Interpersonal..., Yoga, Account Reconciliation
Education
Metropolitan State University 2010 — 2012
B.S., Accounting
University of California, Santa Barbara 2005 — 2009
B.A., Biological Sciences - Ecology, Evolution & Marine Biology
Lodi High School
Fiduciary Counselling, Inc. October 2014 - Present
Oxford Financial Group, Ltd. 2000 - Present
McDonald Investments 1999 - 2000
Northwestern Mutual 1996 - 1999
Skills
Strategic Planning, Project Management, Operations Management, Performance Measurement, Client Relations Skills, Software Integrations, Managing Database, Salesforce.com, Talent Developer, Financial Reporting, Transformational..., Leadership, Series 7, Estate Planning, Asset Allocation, Management, Budgets, Human Resources, Due Diligence, Trading, Training, CRM
Education
University of Notre Dame 2012 — 2014
Master of Business Administration (MBA)
Indiana University-Purdue University at Indianapolis 1995 — 1999
B.S.
Fiduciary Counselling Inc October 2005 - Present
First Financial Bank July 2002 - August 2005
Dana Holding Corporation January 2001 - June 2002
Skills
Credit Analysis, Financial Analysis, Commercial Banking, Cash Management, Portfolio Management, Financial Modeling, Finance, Accounts Payable, Strategic Financial..., Cash Flow, Wealth Management, Investments
Education
College for Financial Planning 2010 — 2011
CFP, Financial Planning and Services
Manchester College 1996 — 2000
Bachelor's of Science, Accounting
Broadcast Music, Inc. (BMI) August 2014 - Present
Marquette University Business Career Center September 2012 - May 2014
BMO Harris Bank September 2013 - December 2013
BMO Harris Bank May 2013 - August 2013
Fiduciary Counselling Inc June 2011 - February 2012
Skills
Microsoft Excel, Microsoft Access, PowerPoint, Research, Microsoft Word, Microsoft Office, Access, Analysis, Data Analysis, Public Speaking, Leadership, Time Management, Teamwork, Event Planning, Social Media, Social Networking
Education
Marquette University 2010 — 2014
Economics, Finance
Applied Global Business Learning- El Salvador 2013 — 2013
National University of Ireland, Galway 2012 — 2012
Hastings High School 2006 — 2010
Fiduciary Counselling, Inc. December 2014 - Present
RE/MAX Results July 2013 - Present
RE/MAX Results February 2010 - July 2013
RE/MAX Results August 2007 - February 2010
Thomson Reuters March 1994 - December 1997
Skills
Real Estate, Listings, Sellers, Selling, Buyer Representation, Single Family Homes, Real Estate Transactions, Condos, First Time Home Buyers, New Home Sales, Residential Homes, Property Management
Education
Minnesota State University, Moorhead
Business Administration and Management, General
Fiduciary Counselling Inc. April 2007 - Present
FFP Global March 2005 - August 2006
ev3 May 2004 - January 2005
Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Bilingual-Enlgish/Hmong, Long-term Customer..., Databases, Data Entry, Customer Service
Education
Southwest Minnesota State University 2000 — 2004
Bachelor of Arts (BA), Creative Writing/Literature
Thomson Reuters June 2014 - Present
Thomson Reuters August 2011 - June 2014
Fiduciary Counselling, Inc May 2010 - June 2011
Emma Norton February 2010 - May 2010
Arthritis Foundation April 2009 - August 2009
American Red Cross May 2004 - December 2008
Minnesota Life/Securian Financial December 1986 - March 2004
RJR Nabisco May 1985 - December 1986
Skills
Project Planning, Process Improvement, Cross-functional Team..., CRM, Leadership, Business Process..., Management, Project Management, Business Process, Integration, Risk Management, Strategic Planning, ERP, PMO, Marketing, Sales, Mergers & Acquisitions, Customer Service, Time Management, Policy, Disaster Recovery, Fundraising, Event Planning, Team Building, Non-profits
Education
Project Management Institute 2010 — 2010
PMP, Project Management
University of Saint Thomas - School of Business 1996 — 2002
MBA
University of Saint Thomas - Opus College of Business 2001 — 2001
Mini-MBA, Not-for-Profit
University of Minnesota Duluth 1981 — 1985
Business Administration, Management and Finance
CopperPoint Mutual Insurance Company September 2013 - Present
Troon Golf June 2010 - September 2013
Fiduciary Counselling Inc June 2007 - June 2010
Beltmann Relocation Group January 2006 - June 2007
Skills
Jonas POS and..., Peachtree, AS400 system, AT Web Accounting System, Teamwork, Team Leadership, Balance Sheet Review, Monthly Close Process, Financial Statements, Account Reconciliation, Financial Reporting, Bank Reconciliation, Evaluating Cash..., Communication, Internal Audit, Mutual Fund Accounting, Multi-State Sales Tax, Accounting
Education
University of Minnesota-Duluth 2001 — 2005
Bachelor of Accounting, Accounting
Travelers June 2013 - Present
Opus Holding, L.L.C. January 2011 - June 2013
Unger Meat Company July 2010 - January 2011
Opus Corporation September 2008 - July 2010
Fiduciary Counselling, Inc. February 2006 - September 2008
Fiduciary Counselling, Inc. July 2002 - February 2006
Skills
Accounting, Tax, Payroll, Tax Accounting, Tax Research, Microsoft Office, Income Tax, Financial Statements, Financial Reporting, Financial Analysis, Auditing
Education
University of Nevada Las Vegas Lee Business School 1999 — 2002
Bachelor of Business Administration, Accounting
Mayville 1998 — 1999
Generals
University of North Dakota - Lake Region 1997 — 1998
Associate of Arts, Generals and Flight Simulator Technician classes
University of Wisconsin-Eau Claire 1996 — 1997
Generals
Tartan High School 1992 — 1996
Galliard Capital Management May 2014 - Present
Fiduciary Counselling, Inc. May 2011 - April 2014
Clearwater Investment Trust December 2013 - March 2014
Clearwater Management Company December 2013 - March 2014
Fiduciary Counselling, Inc. April 2010 - May 2011
Thrivent Financial for Lutherans September 2007 - March 2010
American Express Financial Advisors 2003 - 2005
American Express Financial Advisors 1997 - 2003
Skills
Regulatory Compliance, Process Improvement, Internal Controls, Leadership, Team Management, Management, Financial Services, Investments, Change Management, Asset Management
Education
Cardinal Stritch University 1989 — 1991
BS, Business Management
CardioNet October 2013 - Present
Deluxe Corporation October 2011 - Present
Athleta August 2012 - Present
American Snuff Company July 2000 - August 2010
Conwood Sales Company February 1998 - July 2000
Fiduciary Counselling Inc. December 1993 - February 1998
THE SANWA BANK LIMITED January 1992 - January 1993
Education
Northern Michigan University 1984 — 1988
Bachelor of Science Degree, History, Minor in Business Administration
Fiduciary Counselling, Inc. December 2010 - Present
Clark Consulting September 2001 - December 2010
Skills
Investments, Asset Management, Mutual Funds, Portfolio Management, Financial Modeling, Equities, Analysis, Wealth Management, Pensions, 401k, Financial Analysis, Financial Planning, Series 7, Hedge Funds
Education
The Catholic University of America 1996 — 1998
MA
St. John's University 1991 — 1995
BA
Fiduciary Counselling, Inc. February 2011 - Present
Fiduciary Counselling, Inc. February 2011 - Present
Fiduciary Counselling, Inc. February 2011 - Present
Northern Trust Company October 1991 - February 2011
Harris Bank 1984 - 1991
Skills
Wealth Management, Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Mutual Funds, Asset Management, Equities, Trust Services, Wealth Management..., Investment Management, Estate Planning, Investment Advisory, Series 7, Hedge Funds, Securities, High Net Worth..., Investment Strategies, Wealth, Investments, Fixed Income, Financial Services, Bonds, Financial Advisory, Retirement Planning, Series 63, Strategic Financial..., Financial Planners, 401k, Retirement, Financial Markets, Capital Markets, Private Equity, Private Banking, Options, Trading, ETFs, Trusts, Financial Planning
Education
Saint Mary's College 1974 — 1978
B.A., English Literature, Humanistic Studies
Woodlands Academy of the Sacred Heart 1970 — 1974
high school
Commencement Financial Planning LLC April 2010 - Present
Fiduciary Counselling Inc January 1996 - February 2010
Brown & Bigelow January 1994 - January 1996
Education
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, Accounting
Thomson Reuters May 2012 - Present
Barbri Inc. June 2011 - March 2012
Thomson Reuters July 2010 - June 2011
Thomson Reuters January 2008 - July 2010
Fiduciary Counselling Inc. January 2000 - January 2008
Skills
SAP, JD Edwards, Business Objects, Cognos, SAP BI/BW, Excel, Word, PowerPoint, Access, Microsoft Excel, Finance, P&L Forecasting, Accounting, Journal Entries, Divestiture Experience, Accounts..., Financial Analysis, Financial Reporting
Education
Winona State University 1994 — 1998
Bachelor of Science, Accounting
Johnson High
University of Minnesota - Carlson School of Management
Jewish Family & Children's Services March 2015 - Present
JFxM Consulting L.L.C. June 2011 - February 2015
Fiduciary Counselling Inc. November 2013 - March 2014
Thomson Reuters 2010 - 2011
Thomson Reuters February 2006 - January 2010
Thomson Reuters January 2004 - February 2006
Thomson Reuters January 2000 - January 2004
Thomson Reuters January 1997 - January 2000
Thomson Reuters February 1995 - January 1997
Bausch + Lomb January 1990 - February 1995
Skills
Strategy, Mergers & Acquisitions, Start-ups, Business Development, Strategic Planning, Business Strategy, Executive Management, New Business Development, P&L Management, Acquisition Integration, Leadership, Business Planning, Management, Business Process..., International Business, Corporate Finance, Account Management, SaaS, Change Management, Financial Analysis, ERP, Venture Capital, Organizational..., Sales Management, International Management, Analysis, Mergers, Strategic Financial..., B2B, Project Planning, Financial Accounting, Financial Modeling, Financial Reporting, Finance, Budgets, Competitive Analysis, Joint Ventures, Business Valuation, Corporate Development, Financial Management, Customer Negotiations, Contract Negotiations, Cross-functional Team..., Customer Acquisition, International Sales, Cash Management, Due Diligence, Managerial Finance, Negotiation, Contract Negotiation
Education
William E. Simon School of Business 1986 — 1989
Master of Business Administration (M.B.A.), Finance, Accounting, Operations
Temple University Japan 2006 — 2009
Japanese Language
Boston College
B.S., Psychology; Sociology
University of New Hampshire
B.S., Geology & Chemistry
Fiduciary Counselling, Inc. June 2012 - Present
Wells Fargo July 2007 - June 2012
Lutheran Music Program 2005 - 2007
Skills
Trust Services, Banking, Fiduciary Services, Wealth Management, Private Banking, Strategic Financial..., Customer Service, Outlook, Estate Planning, Risk Management, Wealth Management..., Management, Portfolio Management, Finance, Relationship Management, Asset Allocation, Trusts, Investments, Financial Services, Securities, Financial Planning
Education
Saint John's University 2001 — 2005
Bachelor of Arts (B.A.)
Galliard Capital Management December 2013 - Present
Clearwater Investment Trust September 2009 - December 2013
Clearwater Management Company September 2009 - December 2013
Fiduciary Counselling, Inc. August 2009 - November 2013
RiverSource Investments/Riversource Funds October 2006 - April 2009
RBC Asset Management (formerly Voyageur Asset Management) June 2002 - October 2006
RBC Asset Management (formerly Voyageur Asset Management) September 2001 - October 2006
RBC Wealth Management (Formerly RBC Dain Rauscher) 1998 - 2000
PROSAR 1997 - 1998
Multifoods 1992 - 1997
Skills
Mutual Funds, Asset Managment, SEC filings, Public Speaking, Strategic Financial..., Corporate Governance, Board Governance, Financial Analysis, Business Strategy, Business Planning, Management, Change Management, Project Management, Financial Risk, Private Equity, Board Administration, Board Relations, Financial Reporting, Risk Management, Mentoring, Compliance, Vendor Management, Negotiation, Series 7, French, Strategic Leadership, Internal Controls, Asset Management, Strategy, Accounting, Auditing
Education
University of Houston, C.T. Bauer College of Business 1984 — 1986
MBA, Accounting
BYU
Bachelor of Science, Psychology/International Relations
Fiduciary Counselling, Inc. December 2008 - May 2014
Ernst & Young, LLP January 2007 - December 2008
Skills
Tax Research, Partnership Taxation, Tax Returns, Tax Compliance, Tax Return Preparation, Tax Accounting, Income Tax, Federal Tax, Corporate Tax, Individual Taxation, State Taxation, Gift Tax
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Accounting & HRIR
BioScrip August 2012 - Present
Spotlight Media Relations February 2010 - July 2014
Starkey Hearing Foundation January 2011 - August 2012
Fiduciary Counselling, Inc. August 1998 - January 2010
Skills
Accounting, Account Management, Microsoft Excel, Auditing, Process Improvement, Forecasting, Cash Flow, Finance, Financial Analysis
Education
Augsburg College 1981 — 1985
B.A., Double major, Accounting & Finance
Fiduciary Counselling, Inc September 1988 - Present
Skills
Tax, Income Tax, Tax Research, Tax Returns, Tax Preparation, Accounting, Tax Accounting, IRS, Partnership Taxation, Variance Analysis, CPA, Accounts Payable, Financial Accounting
Education
University of Minnesota-Twin Cities 1990 — 1992
MBT, Taxation
Minnesota State University, Mankato 1984 — 1988
BS, Accounting
U.S. Bank December 2014 - Present
Fiduciary Counselling, Inc. March 2010 - October 2014
Medtronic March 2007 - October 2009
Contract/Temp Assignments September 2005 - February 2007
Stinson Leonard Street LLP December 2001 - August 2005
Legal Secretary/Administrative Assistant January 1998 - November 2001
Skills
Legal Research, Administrative..., Commercial Litigation, Legal Assistance, Organization &..., Time Management, Travel Management, Executive Calendar..., Coordinate Meetings, Live Meeting, Typing, Document Review, Filing, Data Entry, Microsoft Office, Outlook, Lotus Notes, AS400 system, Timeslips, Litigation, Estate Planning, family law, Corporate Law, Criminal Law, Real Estate, Administrative..., Calendaring, Microsoft Excel, Management, Project Management, Executive Support
Education
Minnesota School of Business 1998 — 1999
Legal Secretary, Legal, Office Administration, 3.58 gpa
Fiduciary Counselling Inc. November 2007 - Present
Como Kidcare September 2001 - November 2007
Skills
Journal Entries, Bank Reconciliation, Account Reconciliation, Microsoft Excel, Accounting, General Ledger, Data Entry, Microsoft Word, Accounts Receivable, Financial Accounting, Financial Statements, Payroll, Accounts Payable, Bookkeeping, Microsoft Office, QuickBooks, Customer Service, Time Management
Education
Rasmussen College 2014 — 2015
Accounting, 4.0
St. Catherine University 2005 — 2007
Marketing and Management; Accounting Minor
Fiduciary Counselling, Inc. May 2014 - Present
Minnesota Vikings Football, LLC 2008 - Present
Home Federal Savings Bank 2007 - May 2014
Skills
Digital Marketing, Marketing Communications, Social Media Marketing, Banking, Coaching, Email Marketing, Marketing, Marketing Strategy, Photoshop
Education
Concordia University-St. Paul
Bachelor of Arts, Marketing Management
Fiduciary Counselling, Inc. April 2014 - Present
Securian Financial Group March 2014 - April 2014
Woodbury Financial Services September 2011 - February 2014
Olsen Thielen & Co., LTD November 2003 - September 2011
Skills
Financial Reporting, Accounting, Internal Controls, SEC filings, CPA, Financial Analysis, GAAP, General Ledger, Sarbanes-Oxley Act, US GAAP, FINRA, SEC Financial Reporting, Microsoft Excel, Microsoft Office
Education
University of Minnesota-Duluth 1999 — 2003
Accounting
Premier Planning Services June 2011 - Present
Photography Dunwell May 2001 - Present
Fiduciary Counselling, Inc. October 2007 - July 2010
Weddings Dunwell May 2001 - February 2008
Lake of the Isles Lutheran Church July 2001 - December 2007
The Lacek Group April 1998 - May 2001
Mammoth Marketing March 1995 - April 1998
Ehlert Publishing October 1993 - March 1995
MN Department of Natural Resources September 1992 - October 1993
New Jersey Monthly Magazine January 1992 - June 1992
Skills
Advertising, Graphic Design, Event Planning, Event Management, Art Direction, Creative Direction, Marketing Communications, Photography, Creative Development, Weddings
Education
Minneapolis College of Art and Design 2002 — 2003
Photography
University of Minnesota-Twin Cities 1991 — 1993
BA, Graphic Design, Studio Art and Art History
Fiduciary Counselling, Inc. December 2010 - Present
Threshold Group February 2008 - December 2010
Laird Norton Tyee June 2001 - January 2008
Frank Russell Company June 1996 - June 2001
Russell Investments 1996 - 2001
Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning
Education
Central Washington University 1990 — 1993
Bachelor of Science (B.S.), Finance
Four Winds Interactive September 2010 - Present
Moody Insurance Agency May 2008 - November 2010
Cornerstone Holdings, LLC November 2001 - May 2008
Fiduciary Counselling, Inc. 1999 - 2001
Skills
QuickBooks, FRx, Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, Financial Analysis, Accounts Payable, Cost Accounting, Management, Banking, Customer Service, Forecasting, GAAP, Revenue Recognition, General Ledger, Project Accounting, Tax Accounting, Cash Management
Education
University of Minnesota Duluth 1995 — 1999
Bachelor of Accounting
Fiduciary Counselling, Inc. October 1988 - Present
Education
Gustavus Adolphus College 1984 — 1988
Wells Fargo July 2015 - Present
Carlson School of Management 2009 - Present
Wells Fargo August 2012 - July 2015
Fiduciary Counselling, Inc. August 2010 - August 2012
Fredrikson & Byron, PA December 2005 - September 2010
Mackall Crounse & Moore, PA 2001 - 2003
Deloitte 1998 - 2001
Skills
Estate Planning, Wills, Trusts, Estate Tax Planning, Tax, Board Governance, High Net Worth..., Leadership, Business Strategy, Corporate Governance, Corporate Law, Estate Law, Income Tax, Legal Research, Mergers, Multi-generational..., Public Speaking, Strategic Financial..., Succession Planning, Tax Law, Wealth Management, Wealth Management..., Financial Analysis, Financial Planning
Education
University of Minnesota Law School 1996 — 1998
JD
University of Minnesota - Carlson School of Management 1991 — 1995
BSBM, Marketing
Fiduciary Counselling, Inc. May 2011 - Present
Law Office of Sarah Gohl Isabel October 2010 - April 2011
Bryan Cave LLP April 2008 - September 2010
Troutman Sanders LLP September 2002 - March 2008
Education
Duke University School of Law 1998 — 2001
JD; LLM
Eureka College 1994 — 1998
BA, Political Science
St. Francis High School
Pohlad Family Companies November 2008 - Present
Fiduciary Counselling, Inc. February 2001 - October 2008
Skills
Financial Analysis, Financial Reporting, Tax, Accounting, General Ledger, Microsoft Excel
Education
Luther College 1996 — 2000
Bachelor, Accounting
Fiduciary Counselling, Inc. February 2009 - Present
Fiduciary Counselling, Inc. January 2006 - February 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Research, Data Entry, Social Media, Access, Accounting, Event Planning, Public Speaking, Teamwork, Analysis, Spreadsheets, Account Reconciliation, QuickBooks, Administration
Education
Western Governors University
Accounting
Tacoma Community College
Accounting
MoneyGram International May 2012 - April 2015
Fiduciary Counselling, Inc. October 2010 - March 2012
RBC Capital Markets October 2003 - October 2009
RBC Capital Markets October 1996 - October 2003
Marquis Jewelers May 1994 - October 1996
Education
Iowa State University - College of Business
BBA, Accounting/Finance
Wayzata Home Products July 2014 - Present
Direct Source, Inc. November 2010 - April 2011
T-Chek Systems March 2007 - November 2010
Fiduciary Counselling, Inc. 2003 - 2007
Skills
Microsoft Excel, Process Improvement, Outlook, Accounts Payable, Accounting, Financial Reporting, Microsoft Office, Data Entry, Microsoft Word, Customer Service
Education
University of Mary Hardin-Baylor 2001 — 2003
BBA, Accounting
Fiduciary Counselling Inc December 2013 - Present
Fiduciary Counselling Inc August 2011 - December 2013
Federated Investors July 2009 - August 2011
Arthur Ventures March 2009 - May 2009
Student Managed Investment Fund August 2008 - May 2009
Arctic Information Technology May 2008 - August 2008
Wells Fargo Bank March 2007 - April 2008
Robert W. Olson Farm May 1998 - October 2006
Edward Jones September 2004 - August 2005
Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management
Education
North Dakota State University 2005 — 2009
B.S., Finance, 4.0
Fiduciary Counselling, Inc. July 2014 - Present
Highbridge Capital Management July 2013 - July 2014
Catterton Partners January 2011 - July 2013
Latham & Watkins February 2006 - July 2008
Davis Polk & Wardwell LLP January 2004 - July 2004
Skills
Litigation, Legal Research, Due Diligence, Legal Writing, Corporate Law, Private Equity, Civil Litigation, Corporate Governance, Securities Regulation, Westlaw, Appeals, Mergers, Mergers & Acquisitions, Venture Capital, Hedge Funds, Joint Ventures
Education
Saint John's University School of Law 2008 — 2011
Doctor of Law (J.D.)
Columbia College (NY) 2001 — 2005
B.A., English, American Studies
Fiduciary Counselling, Inc. June 2011 - Present
Columbia Management January 2005 - June 2011
RiverSource Investments, LLC January 2000 - January 2004
American Express Asset Management January 1998 - January 2000
Skills
Portfolio Management, Leadership, Access, Software Documentation, Investments, Integration, Bloomberg, Equities, Asset Management, Financial Services, Mutual Funds, Investment Management, Business Analysis, Management, Performance Measurement, VBA, Asset Allocation
Education
Michigan State University
State of Minnesota January 2012 - Present
Fiduciary Counselling Inc July 2010 - January 2012
Lakes State Bank January 2002 - December 2009
Skills
Credit, Finance
Education
The College of St. Scholastica
B.A., Accounting
Gonzaga University January 2015 - Present
BYU-Idaho September 2014 - Present
Deloitte January 2014 - April 2014
Fiduciary Counselling Inc. August 2012 - November 2012
Quinn Family July 2011 - August 2011
Robert Half International May 2010 - August 2010
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Fundraising, Public Speaking, Customer Service, Technical Recruiting, Leadership, Organization, Event Planning, Internet Recruiting, College Recruiting, Golf Fitness, Golf, Soccer Coaching, Human Resources
Education
Gonzaga University 2015 — 2015
Master’s Degree, Accounting
Brigham Young University - Idaho 2011 — 2014
Bachelor's degree, Accounting and Business/Management
Brigham Young University - Hawaii 2009 — 2010
Associate's degree
Inver Grove Heights Community Schools January 2015 - Present
Nurse Staff Solutions Home Care Inc. July 2014 - Present
Dependable Home Health Care August 2014 - January 2015
Wize Kids Family Child Care January 2004 - February 2013
Lifeworks Services, Inc. April 2009 - March 2011
Fiduciary Counselling, Inc. November 2000 - April 2004
Skills
Personal Care, Time Management, Healthcare, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, Public Speaking, Nonprofits, Newsletters, Social Media, Leadership, Social Networking, Volunteer Management, Event Planning, Fundraising
Education
Foundations Health Career Academy 2014 — 2014
Certified Nursing Assistant/ Home Health Aide, Nursing
Minneapolis Business College 1996 — 1997
Associate in Applied Science Degree, Office Administration
Saint Paul Central Highschool 1991 — 1995
Highschool Diploma, General Studies
GPN
Fiduciary Counselling, Inc. July 1990 - Present
Skills
Financial Analysis, Strategic Financial..., Investments
Education
Minnesota State University, Mankato 1984 — 1988
Bachelor's, Accounting
Fiduciary Counselling, Inc. June 2015 - Present
Self-Employed May 2015 - Present
Medica June 2014 - May 2015
Ecolab November 2013 - May 2014
SPS Commerce September 2011 - October 2013
SPS Commerce May 2011 - September 2011
Augsburg College December 2010 - May 2011
Augsburg College August 2009 - May 2011
Skills
Leadership, Management, Project Management, Salesforce.com, CRM, Data Analysis, Data Management, Business Analysis, Microsoft Office, Microsoft Excel, Business Process, Requirements Gathering, Apex Programming, Visualforce Pages, Analysis, Marketing, Time Management, Access, Account Management, Analytics, Business Intelligence, Training
Education
Augsburg College
B.A., Management Information Systems and Management, 4.0
Davis Wright Tremaine LLP October 2012 - Present
Fiduciary Counselling, Inc. May 2010 - October 2012
Robert Half Management Resources November 2007 - November 2009
Skills
Financial Analysis, Financial Reporting, Hyperion Enterprise, Budgets, Process Improvement, Financial Statements, Essbase, Elite, Webview, SQL Report Writing, Finance, Forecasting, Internal Audit
Education
University of Maryland College Park
B.S., Management/Computer Studies
Ditech Financial LLC (formerly Green Tree Servicing) September 2012 - Present
Green Tree Servicing January 2010 - September 2012
Green Tree Servicing September 2006 - January 2010
Fiduciary Counselling, Inc August 1992 - September 2006
Skills
Sarbanes-Oxley Act, GAAP, Accounting, Variance Analysis, Financial Reporting, Internal Controls, Financial Analysis, Forecasting, General Ledger
Education
Saint Cloud State University - G.R. Herberger College of Business 1987 — 1992
Bachelor of Science (BS), Accounting
Saint Cloud University
Bachelor of Arts (BA), Mathematics
Fiduciary Counselling, Inc. 2006 - January 2011
Burr Oak Group 2011 - 2011
Education
William Mitchell College of Law
J.D, Law
Fiduciary Counselling, Inc. July 2015 - Present
Caterpillar Inc. March 2010 - March 2014
Skills
Troubleshooting, Software Documentation, Windows 7, Active Directory, Process Improvement, Six Sigma, Windows Server, Visio, Windows XP, Access, System Administration, MS Project, Online Advertising, Customer Service, Technical Support, Microsoft Office, Software Installation
Education
Capella University 2012 — 2015
BS in Information Technology in Fall of 2014, Network Admininstration
Capella University 2012 — 2015
Bachelor, Computer Science