Global View Capital Advisors
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Global View Capital Advisors Employees
Global View Capital Advisors February 2011 - Present
Du Charme Financial and Business Solutions 1992 - Present
Education
Brigham Young University 1984 — 1988
BS
New Berlin West High School 1979 — 1982
HS Diploma
Global View Capital Advisors February 2011 - Present
Global View Capital Management, Ltd. January 2014 - Present
The Strategic Financial Alliance November 2010 - December 2013
Investment Advisors International May 2006 - November 2010
Skills
Financial Planners, Portfolio Management, Small Business, Strategic Planning, Disability Insurance, Business Planning, Long-term Care, Investment Strategies, Personal Finance, Long Term Care Insurance, Coaching
Education
Medical College of Wisconsin
BSN, Nursing
Global View Capital Advisors December 2014 - Present
Global View Capita lManagement January 2014 - Present
Self-employed January 2009 - Present
Transamerica Financial Advisors, Inc. April 2011 - December 2013
Farmers Insurance Agent July 1970 - September 1990
Skills
Insurance, Investments, Retirement Planning, Life Insurance, Financial Planning, Financial Services, Fixed Annuities, Wealth Management, Retirement, Risk Management, Finance, Securities, Marketing, Small Business, Strategic Planning, Sales, Mutual Funds, Estate Planning, Business Planning, Disability Insurance, iNDEXED ANNUNITIES
Education
Ogden-Weber Applied Technology College
Annex Wealth Management May 2015 - Present
Global View Capital Advisors July 2012 - May 2015
JP Morgan Chase April 2010 - May 2012
Thrivent Financial for Lutherans September 2009 - April 2010
Infosoft Group May 2009 - September 2009
EMTEQ September 2006 - April 2009
Aurora Health Care April 2000 - November 2006
Education
Alverno College 2010 — 2012
MBA, Master of Business Administration
University of Wisconsin-Milwaukee 2000 — 2006
BA, French and Francophone Studies
University of Wisconsin-Milwaukee - Lubar School of Business 2000 — 2006
BBA, Finance
Negocia Paris France 2005 — 2005
Certificate, International Business
Global View Capital Advisors 2012 - Present
Utah Department of Natural Resources August 2011 - June 2012
Pepboys Automotive July 2009 - August 2010
Skills
Management, Customer Service, Access, Sales, Budgets, Invoicing, Sales Process, Construction, Inventory Management, Microsoft Excel, Leadership, Microsoft Word
Education
Brigham Young University 2009 — 2013
Bachelor of Science (BS), Wildlife and Wildlands Science and Management
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance November 2010 - Present
Global View Capital Advisors November 2010 - October 2013
HD Vest Financial Services June 2009 - October 2010
Skills
Investments, Financial Advisory, Financial Services, Strategy, Securities, Small Business, Training, Finance, Wealth Accumulation, Retirement Planning, Fixed Annuities, Retirement
Education
Anoka Ramsey Community College 1980 — 1988
AS, Electronic Engineering Technology
St. Cloud State University
Milwaukee Radio Alliance December 2014 - Present
Brandcast January 2013 - Present
Clear Channel Broadcasting October 2008 - Present
Dan Kyle Productions February 1997 - Present
Global View Capital Advisors February 2011 - August 2013
The Strategic Financial Alliance November 2010 - August 2013
Kolosso for Congress July 2009 - November 2010
Investment Advisor International September 2007 - November 2010
Journal Broadcast Group WKTI 1997 - 2008
Journal Broadcast Group WTMJ 1997 - 2008
Skills
Radio, Broadcast, Strategy, Voice Acting, Creative Writing, Commercials, Investments, Financial Services, Finance, Financial Advisory, Emcee, Public Speaking, Sports, Marketing, Social Media Marketing, Securities, Advertising, Marketing Strategy, Event Planning, Strategic Planning, Customer Service, Sales, Radio Advertising, Public Relations, Radio Host, Social Media, Radio Broadcasting, Adobe Audition, Radio Producing, New Business Development, Social Networking, Voice Over, New Media, Digital Media, Television, Media Relations, Facebook, Advertising Sales, Broadcast Journalism, Audio Editing, Video Production
Education
Gateway Technical College
Associates Degree, Radio Broadcasting
Muskego High
University of Wisconsin-Waukesha
Statefarm Insurance September 2015 - Present
Whole Foods Market September 2013 - July 2015
Global View Capital Advisors October 2011 - June 2013
Melaleuca:The Wellness Company December 2011 - June 2012
Holiday Stationstore December 2009 - April 2012
Minnesota State University, Mankato August 2011 - February 2012
Skills
Sales, Marketing, Customer Service, Social Networking, Event Planning, Leadership Development, Telephone Skills, Entrepreneurship, Food Service, Microsoft Excel, New Business Development, Small Business, Microsoft Office, Time Management, Selling, Microsoft Word, Training, Strategic Planning, Leadership, Team Building, Cashiering, Public Speaking, Management, Marketing Strategy
Education
University of Minnesota - Carlson School of Management 2012 — 2014
BSB, Marketing/Marketing Management, General
Champlin Park High School 2007 — 2011
Business and History
Minnesota State University, Mankato
Business Finance
North Hennepin Community College
Global View Capital Advisors February 2011 - Present
EZ Mortgage Lending June 2007 - May 2008
Gold Key Mortgage April 2006 - May 2007
Shepherds Ministries September 1991 - December 2005
Cigna Individual Financial Services 1986 - 1988
ServiceMaster 1982 - 1986
Education
University of Montana 1980 — 1982
MBA, Business
Cedarville University 1975 — 1979
BA, Social Science
Hamilton High School 1971 — 1975
Diploma
Global View Capital Advisors December 2012 - Present
Monarch Wealth Corporation January 2013 - April 2015
World Financial Group (WFG) March 2009 - December 2012
World Health 2006 - 2010
Culligan Water May 2008 - October 2008
Skills
Public Speaking, Coaching, Negotiation, Team Building, Sales Management, Sales, Leadership, Team Leadership, Personal Financial..., Training, Marketing, Mutual Funds, Financial Advisory, Insurance, Finance, Financial Services, Strategic Planning
Education
University of Alberta 2004 — 2008
Bachelor of Commerce (B.Com.), Business, Management, Marketing, and Related Support Services
Grant Macewan College 2003 — 2004
Global View Capital Advisors February 2011 - Present
Liberty Mutual Insurance October 2005 - May 2009
Skills
Insurance, Life Insurance, Financial Analysis, Finance, Financial Risk, Financial Modeling, General Insurance
Education
Gustavus Adolphus College 1996 — 2000
BA, Mathematics
Global View Capital Advisors February 2013 - February 2014
Hudson August 2012 - January 2013
The Leadership Institute August 2010 - November 2010
US Army July 2003 - July 2007
Skills
Microsoft Office, Marketing Research, Advertising, Online Marketing, Social Media, Marketing Strategy, Promotions, Sales Process, Personal Finance, Stock Trading, Photoshop, Public Speaking, Social Networking, Critical Thinking, Decision Making, Basic Accounting, Tagalog, Analytical Approach, Cross-functional Team..., Internet, Team Building, Social Media Marketing, PowerPoint, Outlook, Research, Word, Problem Solving, Excel, Press Releases, Writing, Marketing Communications, Facebook, Blogging, Team Leadership, Web Design, Wordpress, Microsoft Word, Politics, Government, Small Business, Finance, Retirement Planning, Wealth Management, Microsoft Excel
Education
University of North Carolina at Wilmington 2009 — 2012
Bachelors of Science of Business Administration, Marketing
Cape Fear Community College 2007 — 2009
Pewaukee High School 1999 — 2003
Global View Capital Advisors November 2010 - Present
Dennis Bureta CPA June 1987 - Present
World Financial Group July 2005 - October 2010
Washington Financial Services, LLC April 2005 - October 2009
Hartland Mortgage Centers 2003 - 2005
Skills
Financial Planning, Investments, Finance, Retirement Planning, Financial Advisory, Financial Services, Strategic Planning, Insurance, Portfolio Management, Wealth Management, Asset Management, Investment Advisory, Financial Analysis, Securities, Mutual Funds, 401k, Management, Risk Management, Retirement, Small Business
Education
Carroll University 1983 — 1987
Bachelors, Accounting
Waukesha County Technical College 1981 — 1983
Associates Degree, Accounting
UW - Waukesha 1979 — 1981
Engineering
Waukesha South
Global View Capital Advisors June 2013 - Present
Transamerica Financial Advisors, Inc. January 2004 - June 2013
Skills
PCRA - Schwab 401k/457..., Retirement Planning, IRAs, Roth IRA, 401k, 401k Rollovers, Simple IRA, SEP IRA, Tactical Management, Investment Advisory, Investment Strategies, Private Equity, Alternative Investments, Wealth Management..., Indexed Annuities, Fixed Annuities, Life Insurance
Education
Colorado State University-Global Campus
Bachelor’s Degree
Easter Arizona College
Associate’s Degree
Pima High School
High School
Global View Capital Advisors January 2015 - Present
Inpro Corporation August 2014 - December 2014
Champps January 2012 - January 2013
United States Marine Corps September 2009 - March 2012
United States Marine Corps August 2007 - August 2009
United States Marine January 2007 - April 2007
Sportzone Bar and Grill January 2006 - January 2007
Skills
Military, Marine Corps, Military Experience, Filing, Security Clearance, Personnel Supervision, Military Operations, Team Leadership, Teamwork, Team Building, Event Planning, Fast Learner, Adjusting, Customer Service, Network Administration, Microsoft Office, Organizing, Teaching, Team Coordination, Information Technology, DHCP, DNS, Microsoft SQL Server, Microsoft Exchange, Active Directory, PoE, High Stress Environment, Network Security, Network Design, TCP/IP, Computer Hardware..., Software Troubleshooting, Network Troubleshooting, Microsoft CRM, Cisco Technologies, Wireless Networking, Wireless Security, Group Policy, Business Continuity, Counterterrorism, Public Speaking, VMware, SharePoint, Help Desk Support
Education
Waukesha County Technical College 2013 — 2014
Associate's degree, Network Specialist, Honor Roll
Northern Virginia Community College 2013 — 2013
Cyber Security Certificate, Networking, Dean's List and Presidential Scholar
Global View Capital Advisors June 2015 - Present
Stay at Home Mom August 2014 - June 2015
Baker Tilly Virchow Krause, LLP October 2011 - August 2014
Artisan Partners September 2004 - September 2011
Strong Capital Management 2003 - 2004
Strong Capital Management 2002 - 2003
Strong Capital Management 2001 - 2002
Derco Aerospace 1999 - 2001
Derco Aerospace 1997 - 1999
Skills
Recruiting, Financial Services, Time Management, Sales, Process Improvement, Research, Project Management, Event Management, Salesforce.com, Concur, Presentation Design, Creative Services, Billing Process, Proposal Support, Microsoft SharePoint, Silverpop, Dreamweaver, InDesign, Illustrator, Lightroom, Photoshop, Email Marketing, Marketing Strategy, Newsletters
Education
Mt. Mary College 2005 — 2008
BA, Marketing Communications
Milwaukee Area Technical College 1998 — 2000
Associate, Administrative Assistant
Global View Capital Advisors June 2014 - Present
Global View Capital Advisors February 2011 - June 2014
The Strategic Financial Alliance November 2010 - December 2013
Investment Advisors International January 2007 - October 2010
Education
Brigham Young University 1998 — 2000
Bachelors Degree, Psychology
Brigham Young University - Idaho 1996 — 1997
Associates Degree, Psychology
Muskego High School 1989 — 1993
The Strategic Financial Alliance February 2012 - Present
Global View Capital Advisors February 2012 - October 2013
Investment Advisors International October 2010 - February 2012
World Financial Group June 2000 - February 2012
Tower Enterprises June 1998 - October 2007
Skills
Investments, Retirement Planning, 401k, Retirement, Mutual Funds, Estate Planning, Annuities, IRA's, Financial Planning
Education
University of Nevada-Las Vegas - College of Business 1996 — 2000
B.S. in Business Administration, Finance/ Real Estate
Global View Capital Advisors October 2014 - Present
Transamerica Financial Advisors, Inc. at Edgewood Financial Network 2013 - September 2014
Business Operations and Support Service September 2001 - August 2013
Broniec Associates 2008 - May 2012
Wainwright Bank 1997 - May 2001
Skills
Strategic Financlal..., Retirement Planning, College Education..., 401k Rollovers, Qualified Retirement..., IRA & Roth IRA, College Savings Plans, Mutual Funds & Variable..., Individual & Group..., Fee-based Investment..., Strategic Planning, Business Analysis, Finance, Investments, Financial Services, Securities, Management, Financial Advisory, Investment Advisory, Financial Analysis, Insurance, Financial Planning
Education
Social Security Associates
Certified Associate
University of Massachusetts Boston 2006 — 2008
MBA, Finance
Northeastern University 1985 — 1988
B.S., Economics
Global View Capital Advisors January 2014 - Present
Independent Broker December 2007 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division September 2010 - December 2013
Safety & Ecology Corporation (SEC) September 2005 - October 2007
Science Applications International Corporation (SAIC) January 2002 - September 2005
Science Applications International Corporation (SAIC) December 1992 - January 2002
Energy and Environmental Research Corporation (later General Electric Energy) April 1989 - December 1992
U.S. Department of Energy January 1987 - January 1988
Skills
Turnkey 401(k) with..., 401k, Investments, Retirement Solutions, Roth IRA, IRA's, Simple IRA, SEP, Solo 401(k), Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Life Insurance, Long-term Care, Disability Insurance, Supplemental Health, Health Insurance, Employee Benefits, Insurance
Education
Penn State University 1981 — 1989
BS, MS, Fuel Science
Hinkle + Landers, P.C. July 2015 - Present
Global View Capital Advisors January 2014 - Present
Billops & Associates, LLC June 2009 - Present
Thornburg Mortgage September 2008 - April 2009
Thornburg Investment Management May 1993 - September 2008
Skills
SEC Filings, Accounting, Financial Statements, Mutual Funds, Financial Analysis, Tax Preparation, Strategic Planning, Investments, Financial Modeling, Fixed Income
Education
The University of New Mexico - Robert O. Anderson School of Management 1987 — 1992
BBA, Accounting
ClearStep Financial October 2013 - Present
The Strategic Financial Alliance November 2010 - Present
Global View Capital Advisors November 2010 - October 2013
Investment Advisors International September 2006 - October 2010
World Financial Group January 2003 - October 2010
World Marketing Alliance July 1993 - January 2003
Skills
Investments, Retirement Planning, Insurance, Strategic Financial..., Career Development, Business Development
Education
Cardinal Stritch University
Legacy Wealth Advisors February 2015 - Present
Monarch Wealth Corporation November 2011 - February 2015
Global View Capital Advisors November 2011 - February 2015
Canada Loyal July 2010 - November 2011
World Financial Group (WFG) March 2008 - July 2010
Scotiabank March 2002 - September 2007
Skills
Retirement Planning, Estate Planning, Insurance Planning, Mentoring, Financial Training, Business Building, Debt Management, Wealth Management, Retirement, Wealth, Asset Protection, Financial Advice, Investment Advisory, Wealth Accumulation, Financial Advisory, Strategic Financial..., Project Planning, Training, Mutual Funds, Life Insurance, Critical Illness, Term Life Insurance, Finance, Fixed Annuities, Personal Finance, Personal Financial..., Investment Strategies, Disability Insurance, Securities, Asset Management, Insurance, Asset Allocation, IRAs, Social Media Marketing, Financial Planners, Financial Planning, Business
Education
Investment Funds Institute of Canada 2008 — 2008
LLQP, Life License Qualifyiing Program
Investment Funds Institute of Canada 2008 — 2008
Leverage, Leveraging Course
Canadian Securities Institute 2006 — 2007
CSC, Finance - Canadian Securities Course
Institute of Canadian Bankers 2006 — 2007
MF, Mutual Funds
Sheridan College 2004 — 2007
Business Administration - Finance
Advocis
CFP Designation