Focus Financial
Focus Financial Partners, LLC is an investor in independent, fiduciary wealth management firms, incorporated in 2004 by Ruediger Adolf, Rajini Kodialam and Leonard Chang. Headquarters: United States of America Founded: 2006 Subsidiaries: Sentinel Benefits Group, Inc.,
Focus Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Focus Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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28 Focus Financial employees in database. Find out everything there's to know about Focus Financial 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.
Focus Financial Employees
Xcel Energy June 2014 - Present
Focus Financial January 2014 - January 2014
C.H. Robinson June 2013 - August 2013
TE Connectivity June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, RedTail, Introduction into SAP, Introduction into Java..., HTML
Education
North Dakota State University 2012 — 2016
Bachelor's degree, Finance, General, Senior Year
Universidad Carlos III de Madrid 2014 — 2014
Accounting and Finance
Focus Financial April 2013 - Present
Abbot Downing May 2012 - April 2013
U.S. Trust June 2011 - August 2011
Education
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management
Georgetown University - The McDonough School of Business
Business/Managerial Economics
Health System Advisors November 2014 - Present
Waterfront Restoration, LLC. May 2013 - November 2014
Waterfront Restoration, LLC. June 2012 - May 2013
University of Minnesota Cycling Team September 2011 - May 2013
University of Minnesota September 2009 - May 2013
Focus Financial June 2011 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Data Analysis, Time Management, Leadership, Critical Thinking, Research, Data Entry
Education
University of Minnesota-Twin Cities 2009 — 2013
BSB, Finance, Accounting
Thrivent Financial September 2014 - Present
Tritec Marketing May 2010 - April 2014
JEM Technical January 2010 - April 2014
Allstate 2008 - 2010
JEM Technical January 2007 - December 2008
Wall Street Financial Group January 2004 - January 2007
Focus Financial December 2002 - October 2003
NetWorth 2002 - 2002
Morgan Stanley 2000 - 2002
JEM Technical January 1994 - April 2000
Education
Berklee College of Music 1990 — 1993
Songwriting Major
Focus Financial April 2011 - Present
Focus Financial August 2010 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Budgets, Leadership, Marketing
Education
University of Melbourne 2002 — 2003
Sociology
Mary Washington College 2000 — 2002
Sociology
Cretin Derham Hall 1996 — 1999
Northern Tool + Equipment October 2013 - Present
Target March 2013 - October 2013
Target September 2012 - March 2013
IBM February 2012 - September 2012
IBM May 2011 - April 2012
Berthel Schutter, LLC July 2010 - May 2011
Focus Financial June 2010 - April 2011
Merrill Lynch July 2009 - January 2010
Minnesota Department of Revenue March 2009 - January 2010
Skills
Forecasting, Finance, Research, Financial Reporting, Corporate Finance, Analysis, Microsoft Office, Strategic Financial...
Education
University of Minnesota-Twin Cities 2007 — 2011
Bachelor of Science in Business, Finance
Wayzata High School
Focus Financial February 2011 - Present
GB Financial Group - Sole Proprietor November 1990 - February 2011
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Disability Insurance, Investments, Life Insurance, Term Life Insurance, Cash Management, Wealth Accumulation..., Long Term Care Insurance, Mission Work
Education
College for Financial Planning
Certified Financial Planner, Financial Planning
University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Cardinal Health July 2014 - Present
PowerScore 2009 - Present
Cardinal Health February 2011 - June 2014
Cardinal Health 2009 - February 2011
Cardinal Health 2008 - 2009
Focus Financial 2008 - 2008
New Century Mortgage 2003 - 2005
Skills
Strategy, Cross-functional Team..., 340B, Healthcare, Program Management, Access, Marketing, Sales, Analysis, Contractual Agreements, Marketing Communications, Strategic Planning, Operational Excellence, Lean Six Sigma Yellow..., Microsoft Excel, PowerPoint, Business Objects (SAP), Split Billing Software, Contract Pharmacy, 340B Regulations &..., Lead Generation, Email Marketing, Trade Shows, Public Speaking, Education, B2B Marketing, B2B Marketing Strategy, Project Management, Innovation, Idea Generation, Messaging, Pharmaceutical Industry, Specialty Pharmaceutical, Supply Chain, Chargebacks, Hospital Pharmacy, Leadership, Management, Data Analysis, Healthcare Industry, Hospitals, Product Development, Competitive Analysis, Six Sigma, Market Research, Process Improvement, Sales Operations, Managed Care, Team Building
Education
The Ohio State University - The Max M. Fisher College of Business 2012 — 2016
Master of Business Administration (MBA), Marketing
Golden West College 2006 — 2008
Certificate Program, Accounting, Taxation
St. John's College (MD) 1999 — 2003
BA, Liberal Arts
Allodium Investment Consultants August 2010 - Present
JNBA Financial Advisors 2007 - 2010
ActiFi 2006 - 2007
Focus Financial 2005 - 2007
Skills
Estate Planning, Investment Advisory, Retirement Planning, Investments, Wealth Management, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Charitable Giving, Fee-Only Financial...
Education
College for Financial Planning 2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER designation
Wichita State University
Bachelors, Finance-Investments, Accounting, Spanish
Focus Financial September 2013 - Present
Prudential Financial November 2012 - September 2013
Independently Contracted August 2009 - August 2013
Caribou Coffee February 2012 - November 2012
Mercy Vineyard Church August 2009 - December 2011
UnitedHealthcare October 2007 - August 2009
Skills
Editing, Microsoft Office, Deadline Driven, Budgets, Volunteer Management, Microsoft Excel, Microsoft Word, Creative Writing, Adobe Creative Suite, Commitment to Customer..., Close Attention to..., Fast Learner, Multi Tasking, Fast-paced, Collaborative Problem..., Work Well Independently, Program Management, Types 90 WPM, Adobe Acrobat, Ingenuity, Creative Writer, Goal-driven leader, Committed to..., Organization, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Final Cut Studio, Management, Project Management, Event Planning, Outlook, PowerPoint, Notary Public, Yoga Teacher
Education
Bethel University
BA, Media Communications
Vineyard Leadership Institute 2008 — 2010
Focus Financial May 2002 - Present
The MONY Group June 1986 - May 2002
Education
University of Minnesota Duluth 1975 — 1979
Amgen / inVentiv April 2015 - Present
CoVantage Retirement & Investment Services July 2014 - April 2015
Focus Financial November 2013 - July 2014
Thrivent Financial for Lutherans June 2013 - November 2013
Merrill Lynch October 2012 - June 2013
Takeda Pharmaceuticals October 2003 - March 2012
Novartis August 1999 - October 2003
Bristol-Myers Squibb, Princeton, New Jersey July 1998 - August 1999
Sunrise Medical June 1996 - August 1999
Skills
Cardiology, Managed Care, Cardiovascular Disease, Licensed Life & Health..., Rheumatology, Strategic Financial..., Budgets, Pharmaceutical Sales, Health Insurance, Account Management, Strategic Thinking, Competitive Analysis, Financial Analysis, Wealth Management, Long Term Care Insurance, Asset Allocation, Comprehensive Planning, Risk Management, Disability Insurance, Estate Tax Planning, Estate Planning, College Savings Plans, Lipid Disorders, Diabetes Management, Direct Sales, Gout
Education
College for Financial Planning 2014 — 2017
CFP, Financial Planning and Services
Certified Medical Representative Institute 2000 — 2003
Healthcare Marketing
International Diabetes Center 2002 — 2002
Diabetes Preceptorship, Endocrinology, Diabetes
Duke University 2001 — 2001
Cardiology & Endocrinology Preceptorship, Cardiology & Endocrinology
Universiy of Wisconsin Stevens Point 1993 — 1996
Bachelor of Science, Biology
University of Wisconsin Marathon Center 1991 — 1993
Associates of Arts, General
Focus Financial December 2002 - Present
Focus Financial Network, Inc. August 2000 - November 2002
Focus Financial Network, Inc. November 1993 - July 2000
IDS Financial Services November 1989 - October 1993
University of North Dakota 1988 - 1989
Education
University of St. Thomas
BA, Finance
The University of North Dakota
BA, Finance
Cretin
Conservis January 2015 - Present
Conservis June 2014 - December 2014
AOI Marketing April 2013 - September 2013
North Star Resource Group May 2013 - August 2013
Focus Financial May 2013 - August 2013
Skills
Research, Marketing Strategy, Marketing, Management
Education
University of St. Thomas 2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing Management
John Cabot University 2012 — 2012
Corporate Technologies LLC August 2015 - Present
AMI Imaging Systems February 2015 - July 2015
K-Designers October 2014 - February 2015
MyPillow April 2010 - September 2014
Focus Financial February 2008 - August 2012
Edward Jones August 2004 - January 2008
BayView Event Center and Charter Cruises 2002 - 2004
Innova Marketing July 1992 - June 2002
Northland Inn and Executive Conference Center September 1989 - May 2002
High Country Sales/Miller Brewing Company June 1977 - October 1986
Skills
Securities, Retirement Planning, Retirement, 401k
Education
Augsburg College
Bachelor's Degree, Health and Physical Education/Fitness, 3.0
Augsburg College, Minneapolis MN
S.R. Clarke, LLC October 2012 - Present
Volt Workforce Solutions April 2011 - August 2012
SolomonEdwardsGroup August 2010 - April 2011
NAI Financial December 2009 - August 2010
S.R. Clarke, Inc. June 2008 - November 2009
Focus Financial 2004 - 2008
Friends Financial 2002 - 2004
Acsys 2000 - 2002
A.O 1995 - 2000
Skills
Executive Search, Recruiting, Human Resources, Talent Acquisition, Talent Management, Employee Relations, Strategic Partnerships, Internal Audit, Business Intelligence, College Recruiting, Strategic Planning, Temporary Staffing, Applicant Tracking..., Management Consulting, Temporary Placement, Contract Recruitment, Internet Recruiting, Technical Recruiting, New Business Development, Strategy, Management, Staffing Services, Training, Business Development, Benefits Negotiation, CRM, Networking, Sourcing, Screening Resumes, Screening, Interviews, Onboarding, Permanent Placement, Cold Calling, Hiring, Search, Consulting, Recruitment Advertising, Resume Writing, Information Technology, Staff Augmentation, Personnel Management, IT Recruitment, Employer Branding, Performance Management, Building Relationships, Resource Management, Employee Benefits, RPO
Education
University of Minnesota-Twin Cities
Focus Financial 2003 - Present
C-Cor Network / Philips Broadband Network August 2000 - April 2003
Philips Broadband Networks April 1988 - March 2001
Skills
Small Business, Education Funding, Plannning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Retirement, Retirement Planning, Risk Management, Finance, Insurance, Asset Allocation
Education
University of Minnesota 1982 — 1987
BA, Statistics
Focus Financial January 2015 - Present
Benilde - St. Margarets October 2012 - Present
Deer Run Golf Club January 2010 - November 2014
Deer Run Golf Club January 2010 - November 2014
Deer Run Golf Club June 2005 - September 2009
Skills
Event Planning, Social Media, Facebook, Customer Satisfaction, Discipleship, Inventory Management, Tigers, Watershed Management, Customer Service, American Civil War, Social Networking, Fantasy Football, Marketing Communications, Leadership, Fundraising, Sports, Karaoke, Event Management, Sharks, Marketing, Merchandising, Golf, Time Management, Sports Marketing
Education
University of Wisconsin-Madison 2005 — 2009
BS, Finance, Investments and Banking
University College Dublin 2008 — 2008
Benilde - St. Margaret's 2001 — 2005
High School
Tropics Software Technologies July 2008 - Present
1st Natl Bank of Arizona June 2002 - September 2007
FNBA 2002 - 2007
1st National Bank of Arizona June 2002 - March 2005
Focus Financial 2005 - 2005
Chevy Chase Bank April 1999 - April 2002
Skills
Mortgage Lending, Mortgage Banking, Underwriting, Banking, Account Management, Management, Training, Loan Origination, Employee Training, Finance, Leadership, Customer Service, Team Building, Sales, Risk Management, Vendor Management, Human Resources, Process Improvement, Project Management
Education
Salisbury University 1998 — 2000
Bachelor's, Communications
Charles County Community College 1992 — 1996
Associates, General
Focus Financial 2012 - Present
Vestor Capital Corporation May 2001 - Present
Northern Trust March 1991 - April 2001
Skills
Investment Management, Wealth, Investments, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Mutual Funds, Equities, Wealth Management..., Investment Strategies, ETFs, High Net Worth..., Bonds, Asset Allocation, Retirement Planning, Alternative Investments, Series 65, Separately Managed..., Investment Advisory, Fixed Income, Uniform Combined State..., Hedge Funds, FINRA, Series 24
Education
Brown University 1980 — 1984
Bachelor of Arts (BA), Economics
Convergenz LLC/BAE Systems June 2015 - September 2015
Focus Financial March 2014 - April 2015
Accountemps April 2013 - June 2013
Sentrillion August 2011 - March 2013
Serco - North America June 2010 - March 2011
Argon ST December 2008 - April 2010
General Dynamics AIS May 2003 - December 2008
Skills
Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, Oracle Financials, Process Improvement, Customer Service, Microsoft Office, Costpoint, Deltek, Cognos, Sales and Use Tax
Education
George Mason University 1994 — 1997
B.A., Psychology
UAS International Trip Support January 2015 - Present
Oil States Energy Services November 2013 - January 2015
Oil States Energy Services February 2013 - November 2013
EnerVest, Ltd. November 2012 - February 2013
Mccorvey Sheet Metal Works Lp July 2012 - November 2012
Focus Financial May 2008 - May 2010
CPP North America May 2004 - March 2005
Skills
Research, Excel, Word, PowerPoint, Accounting
Education
Saint Catherine University 2007 — 2010
Bachelor of Science, Accounting
Anoka Ramsey Community College 2006 — 2007
Associate of Science, General
Focus Financial November 2014 - Present
Edward Jones November 2013 - November 2014
O'Currance Teleservices, Inc. April 2012 - November 2013
Managed Wealth Financial April 2011 - April 2012
Starise America March 2010 - April 2011
Starise America December 2009 - August 2010
4Life Research July 2007 - January 2010
Skills
Marketing Strategy, Team Building, Strategic Planning, Marketing, Entrepreneurship, Public Speaking, Business Planning, Coaching, Leadership, Management, New Business Development, Project Management, Sales, Social Media Marketing, Small Business, Business Development, Direct Sales, Sales Management, Start-ups
Education
University of Hawaii at Manoa 2002 — 2007
Bachelor of Science (BS), Economics
Nihon University
Focus Financial November 2012 - Present
TTM Technologies (formally Honeywell Advanced Circuits) March 1994 - June 2010
LeNeave Financial Group August 1992 - March 1994
Colorhouse November 1990 - August 1992
Skills
Customer Service, Marketing, Negotiation, Project Management, Sales, Strategic Planning, Teamwork
Education
Minnesota State University, Moorhead 1984 — 1989
Bachelor of Arts, Psychology and Business
NFG Brokerage November 2014 - Present
Voya Financial Advisors June 2012 - Present
Nobility Wealth Management December 2008 - Present
Securities Management & Research, Inc. May 2010 - May 2011
Hewlett-Packard September 2003 - October 2008
Focus Financial July 2001 - September 2003
Education
The American College 2010 — 2011
Weber State University 1998 — 2003
Technical Sales
Focus Financial August 2011 - Present
Skills
PowerPoint, Microsoft Excel, Customer Service, Insurance
Education
Century College 2011 — 2015
Associate of Arts Degree (A.A.)
COKeM International October 2013 - Present
Focus Financial July 2012 - September 2013
Bachman's Inc. April 2007 - August 2012
Skills
Securities, Customer Service, Retirement Planning, Leadership, Sales, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint, Marketing, Public Speaking, Management, Process Improvement
Education
Hamline University 2007 — 2011
Bachelor's degree, Communication, General