Hallett Financial Group
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Hallett Financial Group Employees
CapitalCare Inc. October 2014 - Present
Capital Managers June 2013 - Present
American Financial March 2009 - May 2013
Metlife March 2008 - March 2009
Hallett Financial Group January 2005 - December 2007
Swenson Anderson Financial Group June 2001 - December 2004
Capital Care Inc. January 1996 - June 2001
Skills
Fixed Annuities, Team Building, Insurance, Retail, Training, Estate Planning, Team Leadership, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Strategic Planning, Microsoft Word, PowerPoint, Change Management, Financial Analysis, Negotiation, SQL, New Business Development, Business Strategy, Series 7, Series 63, Life and Health, Property & Casualty..., Life Insurance, Retirement, Retirement Planning, Securities, Sales, Financial Planners, Investments, Strategic Financial..., Sales Management, Long-term Care, IRAs
Education
Inver Hills Community College
Associate of Arts (A.A.)
The American College
CLU
US Army NCO Academy
Educators Lifetime Solutions EFS Advisors January 2015 - Present
Hallett Financial Group August 2010 - December 2014
John Hancock Financial Network 2006 - August 2010
Skills
Long-term Care, Insurance, Retirement Planning, Long Term Care Insurance, Medicaid, Life Insurance, Fixed Annuities, Medicare, Small Business, Underwriting, Elder Care, Financial Advisory, Employee Benefits, Term Life Insurance, Financial Planners, Retirement, Estate Planning
Education
Carleton College
None, Pre-Med
St. John's University
B.A., German Language, Liberal Studies
Thunderbird School of Global Management
M.I.M, Int'l Finance and Marketing
Quotacy 2014 - Present
Hallett Financial Group 1999 - Present
Skills
Fixed Annuities, Life Insurance, Direct Marketing, Long-term Care, Insurance, Small Business, Disability Insurance, Term Life Insurance, Retirement Planning, Whole Life, Long Term Care Insurance, Retirement, Property & Casualty..., 401k, Estate Planning, Financial Advisory, Financial Planners, Underwriting, Investments, IRAs, Brokers, Financial Services, Health Insurance, Wealth, General Insurance, Pensions, Mutual Funds, Employee Benefits, Finance, Strategic Financial..., Critical Illness, Wealth Management
Education
The University of North Dakota 1992 — 1996
Chemistry
North High School
Hallett Financial Group January 2015 - Present
Quotacy October 2014 - Present
Hallett Financial Group September 2010 - December 2014
Sunrise Senior Living August 2005 - March 2011
Dick's Sporting Goods May 2007 - May 2008
Taco John's International, Inc. August 2004 - March 2005
Skills
Customer Service, Event Planning, PowerPoint, Social Media, Microsoft Excel, Outlook, Marketing, Sales, Social Media Marketing, Photoshop, Microsoft Word, Microsoft Office, Sales Management, Insurance, Time Management, Inventory Management, Data Entry, Dreamweaver, Illustrator, Facebook, Twitter
Education
Metropolitan State University 2007 — 2009
Bachelors, Business Marketing
North Hennepin Community College
Web Design Certification
North Hennepin Community College 2005 — 2007
Associate of Arts (A.A.)
West Lutheran High School 2001 — 2005
High Honors Graduate
Iracore International May 2014 - Present
Nelson Roofing & K Building Components, Inc. August 2013 - April 2014
AHA Hockey 2010 - September 2013
Implex September 2012 - August 2013
Nextera Communications May 2012 - August 2012
McKinley Group 2011 - 2012
Hallett Financial Group 2009 - 2011
Milestone Systems, Inc. 2008 - 2009
Implex.net 2006 - 2008
Stonebridge Wireless - Purchased by Nextera Communications in 2008 2002 - 2006
Skills
Sales Process, Sales Management, Sales, Recruiting, Direct Sales, Cold Calling, Networking, Management, Salesforce.com, Team Building, Social Media, Social Networking, Business Networking, CRM, SEO, Sales Presentations, Marketing, Managed Services, Consulting, E-commerce, Account Management, Customer Service, Training & Development, Team Leadership, Technical Recruiting, Solution Selling, Wireless, Bandwidth, Business Relationship..., Organizational..., RF, Conducting Interviews, Hiring, Hockey, Employee Training, Business Meetings, Accountability, Business Expansion, LinkedIn, Professional Networking, Digital Photography, Analysis, Ice Hockey, Sports Photography, Photography, Sales Recruitment, Territory Analysis, Recruitment/Retention, New Business Development, Lead Generation
Education
St. Cloud State University 1992 — 1997
MIS/BCIS: Business Computers Information Systems
Hibbing High 1988 — 1992
Hallett Financial Group April 2007 - Present
Prime Advertising & Desgin January 2006 - April 2007
Sierra Bravo Corporation The Nerdery September 2004 - January 2005
Pixius Communications October 2002 - September 2004
Infinetivity August 2000 - October 2002
WV Inter.Net 1995 - 1998
Retix 1988 - 1989
Retix 1988 - 1989
Skills
Web Development, CSS, PHP, HTML, MySQL, E-commerce, Web Design, Photoshop, Email Marketing, Event Planning, Graphic Design, Programming, Marketing
Education
The American College 2009 — 2012
CLU, Life Insurance
Hallett Financial Group January 2015 - July 2015
Hallett Financial Group May 2012 - January 2015
Hallett Financial Group January 2007 - May 2012
University of Minnesota October 2001 - July 2006
Allianz Life January 2000 - August 2001
Arthur Murray Dance School May 1999 - December 1999
Skills
Underwriting, Insurance, Life Insurance, Customer Service, Long-term Care, Team Building, Community Outreach, Retirement, Event Planning, Term Life Insurance, Nonprofits, Retirement Planning, Disability Insurance, Public Speaking, Training, Conflict Resolution, Long Term Care Insurance, Fixed Annuities
Education
Academy of Life Underwriting 2013 — 2016
AALU/FALU
University of Minnesota-Twin Cities 2001 — 2006
Bachelor of Music, Music Education
Urban Business April 2008 - Present
Urban Romance November 2006 - Present
Hallett Financial Group September 2000 - November 2006
Education
American College 1995 — 1999
CLU, ChFC, Chartered Life Underwriter and Chartered Financial Consultant
Hallett Financial Group October 2010 - Present
Hallett Financial Group June 2009 - October 2010
Wells Fargo Insurance Services March 2009 - May 2009
Clark Consulting May 2003 - November 2008
Hartford Life September 1991 - May 2003
Hartford Life September 2000 - September 2002
The Hartford 1991 - 2001
Skills
Management, Sales, Training, Microsoft Office, Customer Service
Education
North Hennepin Community College 1990 — 1992
Hallett Financial Group May 2007 - Present
It Works Global January 2014 - Present
PTL Tire and Auto July 2002 - May 2006
Penske Auto Center July 1999 - April 2002
Skills
Fixed Annuities, Insurance, Whole Life, Underwriting, Life Insurance, Leadership, Universal Life, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Small Business, Long-term Care
Education
Blaine High School 1995 — 1999
North Hennepin Community College
Hallett Financial Group April 2004 - Present
CBIZ SK&B LLC February 2003 - November 2003
CBIZ MHM, LLC August 1999 - February 2003
Skills
CPA, Employee Benefits, Accounting, Corporate Tax, 401k, Accounts Payable, Accounts Receivable, Payroll, Consolidated Financial..., Year-end Close
Education
North Dakota State University 1995 — 1999
Business Admin, Accounting