Financial Concepts, Inc.
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16 Financial Concepts, Inc. employees in database. Find out everything there's to know about Financial Concepts, 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.
Financial Concepts, Inc. Employees
Employee
Years
Job
Industry
Erika Royer Erika Royer's Financial Concepts, Inc. Experience April 2005 - December 2005
Job HR Professional I Employee Benefits Account Manager I Project Management I Wellness Enthusiast I Strategist
Industry Human Resources
Experience
Loram Maintenance of Way, Inc. August 2015 - Present
Health Fitness Corporation February 2013 - Present
The Tile Shop September 2014 - July 2015
Insite Software November 2013 - August 2014
IDEA Drilling September 2011 - January 2013
Wells Fargo Insurance Services January 2006 - September 2011
Financial Concepts, Inc. April 2005 - December 2005
Assurant Employee Benefits December 2003 - April 2005
Target June 2003 - December 2003
Skills
Human Resources, Employee Benefits, HRIS Database Management, Marketing, Account Management, Sales, Client Liaison, Event Planning, Event Management, Customer Service, Team Leadership, Public Speaking, Performance Management, Bill Reconciliation, Community Outreach, Onboarding, New Hire Orientations, Employee Relations, Applicant Tracking..., Organizing Meetings, Leading Meetings, Insurance, Disability Insurance, Employee Training, Recruiting, Fundraising, Internal Communications, Program Management, Manage Client..., Social Media, CRM, Microsoft Office, Management, Negotiation, Vinyasa Yoga, 401k
Education
Gustavus Adolphus College 1999 — 2003
Bachelor of Arts (B.A.), Business Management
University of Aberdeen 2002 — 2002
Study Abroad
Loram Maintenance of Way, Inc. August 2015 - Present
Health Fitness Corporation February 2013 - Present
The Tile Shop September 2014 - July 2015
Insite Software November 2013 - August 2014
IDEA Drilling September 2011 - January 2013
Wells Fargo Insurance Services January 2006 - September 2011
Financial Concepts, Inc. April 2005 - December 2005
Assurant Employee Benefits December 2003 - April 2005
Target June 2003 - December 2003
Skills
Human Resources, Employee Benefits, HRIS Database Management, Marketing, Account Management, Sales, Client Liaison, Event Planning, Event Management, Customer Service, Team Leadership, Public Speaking, Performance Management, Bill Reconciliation, Community Outreach, Onboarding, New Hire Orientations, Employee Relations, Applicant Tracking..., Organizing Meetings, Leading Meetings, Insurance, Disability Insurance, Employee Training, Recruiting, Fundraising, Internal Communications, Program Management, Manage Client..., Social Media, CRM, Microsoft Office, Management, Negotiation, Vinyasa Yoga, 401k
Education
Gustavus Adolphus College 1999 — 2003
Bachelor of Arts (B.A.), Business Management
University of Aberdeen 2002 — 2002
Study Abroad
J. Scott Dick, CPA, CAE J. Scott Dick, CPA, CAE's Financial Concepts, Inc. Experience January 2010 - July 2010
Job Senior Vice President Finance & Operations at AMR Management Services
Industry Accounting
Experience
AMR Management Services June 2011 - Present
J. Scott Dick, CPA, PLLC July 2010 - Present
H&R Mechanical Contractors, Inc. February 2011 - June 2011
AMR Management Services August 2010 - February 2011
Financial Concepts, Inc. January 2010 - July 2010
AMR Management Services August 2002 - January 2010
J. Scott Dick, CPA (Sole Practitioner/PSC) August 2002 - April 2009
Radwan, Brown & Company PSC August 2000 - August 2002
Potter & Company, LLP September 1999 - August 2000
Radwan, Brown & Company PSC January 1999 - September 1999
Skills
Nonprofits, Payroll, QuickBooks, Internal Controls, Accounting, Association Management, Auditing, Finance, Financial Reporting, Leadership, Management, Managerial Finance, Strategic Planning, Tax
Education
University of Kentucky 1990 — 1994
Bachelor of Science, Accounting
AMR Management Services June 2011 - Present
J. Scott Dick, CPA, PLLC July 2010 - Present
H&R Mechanical Contractors, Inc. February 2011 - June 2011
AMR Management Services August 2010 - February 2011
Financial Concepts, Inc. January 2010 - July 2010
AMR Management Services August 2002 - January 2010
J. Scott Dick, CPA (Sole Practitioner/PSC) August 2002 - April 2009
Radwan, Brown & Company PSC August 2000 - August 2002
Potter & Company, LLP September 1999 - August 2000
Radwan, Brown & Company PSC January 1999 - September 1999
Skills
Nonprofits, Payroll, QuickBooks, Internal Controls, Accounting, Association Management, Auditing, Finance, Financial Reporting, Leadership, Management, Managerial Finance, Strategic Planning, Tax
Education
University of Kentucky 1990 — 1994
Bachelor of Science, Accounting
Sarah Kaster Sarah Kaster's Financial Concepts, Inc. Experience October 2008 - March 2010
Job Individual and Medicare Account Manager at The Christensen Group
Industry Insurance
Experience
The Christensen Group February 2014 - Present
Schreifels & Associates March 2010 - March 2014
Financial Concepts, Inc. October 2008 - March 2010
Spinal Designs International April 2007 - October 2008
YWCA of Minneapolis June 2001 - April 2007
Skills
Medicare, Insurance, Customer Service, Account Management, Leadership, Management
Education
University of Minnesota-Twin Cities
Bachelor of Science, Kinesiology, Corporate Wellness
The Christensen Group February 2014 - Present
Schreifels & Associates March 2010 - March 2014
Financial Concepts, Inc. October 2008 - March 2010
Spinal Designs International April 2007 - October 2008
YWCA of Minneapolis June 2001 - April 2007
Skills
Medicare, Insurance, Customer Service, Account Management, Leadership, Management
Education
University of Minnesota-Twin Cities
Bachelor of Science, Kinesiology, Corporate Wellness
Heinser4 John Heinser4 John's Financial Concepts, Inc. Experience January 1995 - January 1997
Job Professional teaching, training, outside sales and team building expert.
Industry Education Management
Experience
Wall Street English China March 2012 - November 2014
GnB English Academy December 2008 - January 2011
Old School Cabinetry March 2005 - January 2008
Central Supply Company March 2002 - March 2005
P & L Products May 1997 - February 2002
Financial Concepts, Inc. January 1995 - January 1997
Killian's Cabinetry March 1993 - November 1994
Skills
Teaching, Curriculum Design, ESL, Tutoring, Curriculum Development, Lesson Planning, Teacher Training, Classroom, Educational Leadership, Educational Technology, Public Speaking, New Business Development, Customer Service, Contract Negotiation, Demonstration Skills, Problem Solving, Project Planning, Self-confidence, Editing, Training, Team Building, Sales
Education
University of Central Florida 1990 — 1992
Bachelor of Business Administration (B.B.A.), International Business
Valencia College 1988 — 1990
Associate's degree, Business, Management, Marketing, and Related Support Services
Wall Street English China March 2012 - November 2014
GnB English Academy December 2008 - January 2011
Old School Cabinetry March 2005 - January 2008
Central Supply Company March 2002 - March 2005
P & L Products May 1997 - February 2002
Financial Concepts, Inc. January 1995 - January 1997
Killian's Cabinetry March 1993 - November 1994
Skills
Teaching, Curriculum Design, ESL, Tutoring, Curriculum Development, Lesson Planning, Teacher Training, Classroom, Educational Leadership, Educational Technology, Public Speaking, New Business Development, Customer Service, Contract Negotiation, Demonstration Skills, Problem Solving, Project Planning, Self-confidence, Editing, Training, Team Building, Sales
Education
University of Central Florida 1990 — 1992
Bachelor of Business Administration (B.B.A.), International Business
Valencia College 1988 — 1990
Associate's degree, Business, Management, Marketing, and Related Support Services
Laurie Lysne Laurie Lysne's Financial Concepts, Inc. Experience June 2004 - August 2006
Job Account Executive at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group October 2011 - Present
Bearence Management Group October 2009 - November 2011
Gallagher Benefit Services August 2006 - September 2009
Financial Concepts, Inc. June 2004 - August 2006
Medica November 1985 - June 2004
Skills
Employee Benefits, Insurance, Benefits, Health Insurance, New Business Development, Health Savings Accounts, Customer Relations, Account Management, Health, Problem Solving, Underwriting, Benefits Administration, Workers Compensation, Life Insurance, Health Care Reform, Customer Service
Education
Hennepin Technical College
Sales & Marketing
Associated Financial Group October 2011 - Present
Bearence Management Group October 2009 - November 2011
Gallagher Benefit Services August 2006 - September 2009
Financial Concepts, Inc. June 2004 - August 2006
Medica November 1985 - June 2004
Skills
Employee Benefits, Insurance, Benefits, Health Insurance, New Business Development, Health Savings Accounts, Customer Relations, Account Management, Health, Problem Solving, Underwriting, Benefits Administration, Workers Compensation, Life Insurance, Health Care Reform, Customer Service
Education
Hennepin Technical College
Sales & Marketing
Joanne (DeMuro) Gibson Joanne (DeMuro) Gibson's Financial Concepts, Inc. Experience 1987 - 1993
Job Senior Project Manager at Accountable Care Solutions from Aetna
Industry Insurance
Experience
Accountable Care Solutions (ACS) from Aetna January 2014 - Present
Accountable Care Solutions (ACS) from Aetna August 2012 - January 2014
New London Main Street April 2005 - August 2012
CIGNA Healthcare July 1993 - May 2003
Financial Concepts, Inc. 1987 - 1993
LoBue Associates 1983 - 1986
Skills
Newsletters, Social Media, Training, Email Marketing, Leadership, Editing, Nonprofits, Community Development, Community Outreach, Grant Writing, Event Planning, Microsoft Office, Public Relations, CRM, Fundraising, Volunteer Management, Copywriting, Writing, Data Analysis, Program Management, Team Building, Volunteer Coordination, Account Management, Building Relationships, Marketing Communications, Policy, Research, Proposal Writing, Interviews, Customer Service, Constant Contact, Volunteer Engagement, Social Media Outreach, Creative Problem Solving, Organizational..., Organizational..., Analysis, Publications Management, Client Engagement, Community Relations, Mentoring, Negotiation, Conflict Management, Virtual Management, Organizational..., Project Management, Proposal Management
Education
Montclair State University
B.S., Psychology/Education
Accountable Care Solutions (ACS) from Aetna January 2014 - Present
Accountable Care Solutions (ACS) from Aetna August 2012 - January 2014
New London Main Street April 2005 - August 2012
CIGNA Healthcare July 1993 - May 2003
Financial Concepts, Inc. 1987 - 1993
LoBue Associates 1983 - 1986
Skills
Newsletters, Social Media, Training, Email Marketing, Leadership, Editing, Nonprofits, Community Development, Community Outreach, Grant Writing, Event Planning, Microsoft Office, Public Relations, CRM, Fundraising, Volunteer Management, Copywriting, Writing, Data Analysis, Program Management, Team Building, Volunteer Coordination, Account Management, Building Relationships, Marketing Communications, Policy, Research, Proposal Writing, Interviews, Customer Service, Constant Contact, Volunteer Engagement, Social Media Outreach, Creative Problem Solving, Organizational..., Organizational..., Analysis, Publications Management, Client Engagement, Community Relations, Mentoring, Negotiation, Conflict Management, Virtual Management, Organizational..., Project Management, Proposal Management
Education
Montclair State University
B.S., Psychology/Education
Dan Rivkin Dan Rivkin's Financial Concepts, Inc. Experience September 2008 - October 2012
Job President at Lifespan Insurance Advisors, Inc.
Industry Insurance
Experience
Lifespan Insurance Advisors, Inc. October 2012 - Present
Financial Concepts, Inc. September 2008 - October 2012
RJF Agencies June 2000 - September 2008
Skills
Insurance, Long Term Care, Securities, Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Investments, Small Business, Term Life Insurance, Benefits Administration, Management, Long-term Care
Education
University of Minnesota - Carlson School of Management 1978 — 1980
M.A., Industrial Relations
Lifespan Insurance Advisors, Inc. October 2012 - Present
Financial Concepts, Inc. September 2008 - October 2012
RJF Agencies June 2000 - September 2008
Skills
Insurance, Long Term Care, Securities, Employee Benefits, Disability Insurance, Health Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Investments, Small Business, Term Life Insurance, Benefits Administration, Management, Long-term Care
Education
University of Minnesota - Carlson School of Management 1978 — 1980
M.A., Industrial Relations
Aaron Klein Aaron Klein's Financial Concepts, Inc. Experience October 2012 - May 2013
Job Investment Services Analyst at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Vanguard June 2013 - June 2015
Augsburg College January 2013 - May 2013
Financial Concepts, Inc. October 2012 - May 2013
UPS Store October 2010 - October 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Morningstar, Insurance
Education
Augsburg College 2009 — 2013
Bachelor's degree, Finance, General
Bond University 2012 — 2012
Bachelor's degree
TIAA-CREF June 2015 - Present
Vanguard June 2013 - June 2015
Augsburg College January 2013 - May 2013
Financial Concepts, Inc. October 2012 - May 2013
UPS Store October 2010 - October 2012
Skills
Microsoft Excel, Data Analysis, PowerPoint, Morningstar, Insurance
Education
Augsburg College 2009 — 2013
Bachelor's degree, Finance, General
Bond University 2012 — 2012
Bachelor's degree
Susan Follese's Financial Concepts, Inc. Experience April 2014 - Present
Job Benefit Consultant at Financial Concepts, Inc.
Industry Financial Services
Experience
Financial Concepts, Inc. April 2014 - Present
Financial Concepts, Inc. January 2007 - Present
SRF Communications July 2002 - January 2007
Towers Perrin January 2000 - July 2002
Towers Perrin January 1995 - December 1999
Education
Gustavus Adolphus College 1975 — 1979
Owatonna High School
Financial Concepts, Inc. April 2014 - Present
Financial Concepts, Inc. January 2007 - Present
SRF Communications July 2002 - January 2007
Towers Perrin January 2000 - July 2002
Towers Perrin January 1995 - December 1999
Education
Gustavus Adolphus College 1975 — 1979
Owatonna High School
Ben Fredlake's Financial Concepts, Inc. Experience January 2013 - Present
Job Financial Consultant Associate at Financial Concepts, Inc.
Industry Financial Services
Experience
Financial Concepts, Inc. January 2013 - Present
Fisher Investments October 2010 - December 2012
Fisher Investments May 2008 - October 2010
Northwestern Mutual Financial June 2007 - August 2007
Skills
Microsoft Excel, Morningstar Office, ThomsonOne, Microsoft Office, Adobe Acrobat, Capital IQ, Presentations, Proposal Writing, Adobe Illustrator, Networking, Investments, Financial Analysis, Mutual Funds, Stocks, Capital Markets Analysis
Education
University of Notre Dame 2006 — 2008
Bachelors of Arts, Economics
University of Notre DameNotre 2006 — 2008
B.A, Economics; Econometrics
Financial Concepts, Inc. January 2013 - Present
Fisher Investments October 2010 - December 2012
Fisher Investments May 2008 - October 2010
Northwestern Mutual Financial June 2007 - August 2007
Skills
Microsoft Excel, Morningstar Office, ThomsonOne, Microsoft Office, Adobe Acrobat, Capital IQ, Presentations, Proposal Writing, Adobe Illustrator, Networking, Investments, Financial Analysis, Mutual Funds, Stocks, Capital Markets Analysis
Education
University of Notre Dame 2006 — 2008
Bachelors of Arts, Economics
University of Notre DameNotre 2006 — 2008
B.A, Economics; Econometrics
Keith Clem's Financial Concepts, Inc. Experience June 2014 - May 2015
Job Investments at T D Ameritrade
Industry Investment Management
Experience
TD Ameritrade May 2015 - Present
Financial Concepts, Inc. June 2014 - May 2015
Fidelity Investments August 1999 - February 2013
LaPlata Company 1986 - 2010
Associated Title Insurance 1997 - 1999
United Title Company 1992 - 1996
La Plata Consulting 1986 - 1992
Utah Geological Survey 1982 - 1986
LaPlata Consulting 1979 - 1982
Skills
Mutual Funds, Series 7, Start-ups, Retirement, Asset Allocation, Series 63, Business Planning, Investment Strategies, Business Development, Investment Advisory, Oil & Gas Exploration, Small Business..., Series 65, Petroleum Geology, Mineral Exploration, Stratigraphy, Small business..., Plasma Cutting, Custom Furniture, Financial Planning, Strategic Financial..., Investments, CNC programing, metal welding, Metal Fabrication, Alternative Investments, Annuities, Indexed Annuities, Managed accounts, Real Estate Transactions, Retirement Planning, Retirement Income..., Oil and gas development
Education
University of Phoenix 1984 — 1986
master Business Admin
Fort Lewis College 1976 — 1980
B.S., Geology
TD Ameritrade May 2015 - Present
Financial Concepts, Inc. June 2014 - May 2015
Fidelity Investments August 1999 - February 2013
LaPlata Company 1986 - 2010
Associated Title Insurance 1997 - 1999
United Title Company 1992 - 1996
La Plata Consulting 1986 - 1992
Utah Geological Survey 1982 - 1986
LaPlata Consulting 1979 - 1982
Skills
Mutual Funds, Series 7, Start-ups, Retirement, Asset Allocation, Series 63, Business Planning, Investment Strategies, Business Development, Investment Advisory, Oil & Gas Exploration, Small Business..., Series 65, Petroleum Geology, Mineral Exploration, Stratigraphy, Small business..., Plasma Cutting, Custom Furniture, Financial Planning, Strategic Financial..., Investments, CNC programing, metal welding, Metal Fabrication, Alternative Investments, Annuities, Indexed Annuities, Managed accounts, Real Estate Transactions, Retirement Planning, Retirement Income..., Oil and gas development
Education
University of Phoenix 1984 — 1986
master Business Admin
Fort Lewis College 1976 — 1980
B.S., Geology
Sheila Newton's Financial Concepts, Inc. Experience January 2000 - Present
Job President at Financial Concepts, Inc.
Industry Insurance
Experience
Financial Concepts, Inc. January 2000 - Present
Financial Concepts, Inc. January 1987 - January 2000
Brown & Brown May 1984 - January 1987
Skills
Property & Casualty..., Insurance, Health Insurance, Strategic Planning, Employee Benefits, Professional Liability, Liability, Brokers, Underwriting, Small Business, Employment Practices..., Umbrella Insurance, Executive Management, New Business Development, D&O, Legal Liability, Commercial Lines, Casualty, Liability Analysis, Excess, Process Improvement, Marketing
Education
Stetson University 1980 — 1984
Bachelor of Business Administration (BBA)
Financial Concepts, Inc. January 2000 - Present
Financial Concepts, Inc. January 1987 - January 2000
Brown & Brown May 1984 - January 1987
Skills
Property & Casualty..., Insurance, Health Insurance, Strategic Planning, Employee Benefits, Professional Liability, Liability, Brokers, Underwriting, Small Business, Employment Practices..., Umbrella Insurance, Executive Management, New Business Development, D&O, Legal Liability, Commercial Lines, Casualty, Liability Analysis, Excess, Process Improvement, Marketing
Education
Stetson University 1980 — 1984
Bachelor of Business Administration (BBA)
Christina Burnside's Financial Concepts, Inc. Experience 2006 - 2011
Job Marketing Specialist at Lockton Companies
Industry Pharmaceuticals
Experience
Lockton Companies October 2012 - Present
Excelsior Solutions January 2011 - Present
Financial Concepts, Inc. 2006 - 2011
Financial Concepts Inc. of the Twin Cities 2006 - 2011
Corporate Health System 2005 - 2006
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, B2B, Customer Retention, Strategic Planning, Brokers, Negotiation
Education
Metropolitan State University 2004 — 2005
Bachelor's degree, Business Management
North Hennepin Community College 2001 — 2004
Associate's degree, Business Management and Small Business Management
Lockton Companies October 2012 - Present
Excelsior Solutions January 2011 - Present
Financial Concepts, Inc. 2006 - 2011
Financial Concepts Inc. of the Twin Cities 2006 - 2011
Corporate Health System 2005 - 2006
Skills
Employee Benefits, Health Insurance, Insurance, Account Management, B2B, Customer Retention, Strategic Planning, Brokers, Negotiation
Education
Metropolitan State University 2004 — 2005
Bachelor's degree, Business Management
North Hennepin Community College 2001 — 2004
Associate's degree, Business Management and Small Business Management
Trisha Aleckson's Financial Concepts, Inc. Experience June 1993 - September 2014
Job StayatHome Mom at Aleckson Household
Industry Insurance
Experience
Aleckson Household September 2014 - Present
Financial Concepts, Inc. June 1993 - September 2014
Education
University of Minnesota - Carlson School of Management 1994 — 1999
Bachelor's degree, Accounting
Robbinsdale Armstrong High School 1991 — 1994
Aleckson Household September 2014 - Present
Financial Concepts, Inc. June 1993 - September 2014
Education
University of Minnesota - Carlson School of Management 1994 — 1999
Bachelor's degree, Accounting
Robbinsdale Armstrong High School 1991 — 1994