Larson Financial
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Larson Financial Employees
JSF Financial, LLC June 2015 - Present
Regency Property Management June 2015 - Present
Drbonnie360 June 2014 - Present
Bruincast April 2014 - Present
Larson Financial September 2014 - March 2015
ASUCLA September 2013 - September 2014
Mission Hospital October 2008 - June 2013
Skills
Microsoft Word, SPSS, Microsoft Excel, Financial Analysis, Quicken, PowerPoint, Microsoft Office, Customer Service, English, Teamwork, Public Speaking, Windows, Outlook, Data Analysis
Education
University of California, Los Angeles 2013 — 2016
Bachelor’s Degree, Economics, 3.55 Cumulative GPA
Irvine Valley College 2010 — 2013
Associate of Science (A.S.), Chemistry
Larson Financial April 2014 - Present
Trilogy Law Group 2012 - 2013
Khanna Law Group 2008 - 2012
Ice Miller LLP 2006 - 2008
Skills
Estate Planning, Asset Protection, Wealth Management, Strategic Financial..., Retirement Planning, Insurance, Contract Negotiation, Investment Management, Financial Planners, Private Equity, Financial Planning, Wealth
Education
Washington University in St. Louis School of Law 2003 — 2006
Juris Doctor (J.D.)
University of Miami - School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
Washington University in St. Louis 1993 — 1997
Bachelor's Degree, Economics
Larson Financial September 2012 - Present
U.S. Army October 2011 - September 2012
U.S. Army May 2010 - October 2011
Skills
Operational Planning
Education
University of Missouri 2009 — 2010
Master of Science (MS), Engineering/Industrial Management
United States Military Academy at West Point 2000 — 2004
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Larson Financial November 2013 - Present
Boxers Inc. April 2013 - September 2013
Liguori Publications July 2009 - June 2012
SOCKET March 2008 - February 2009
MSP Communications May 2007 - August 2007
Skills
Publishing, Social Media Marketing, Social Media, Proofreading, Press Releases, Journalism, Magazines, Negotiation, Digital Marketing, Content Development, HTML, Marketing, Advertising, Email Marketing, SEO, Newsletters, Online Marketing, Facebook, Google Analytics
Education
University of Missouri-Columbia 2003 — 2007
Bachelors, Magazine Journalism
Larson Financial January 2014 - Present
Larson Financial Group August 2012 - December 2013
Skills
Retirement Planning, Investments, Series 7, Retirement, Mutual Funds, Financial Services, Wealth Management, Insurance, Securities, Employee Benefits, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Disability Insurance, Risk Management, Equities, Account Management, Life Insurance
Education
Saint Louis University School of Law 2009 — 2012
Doctor of Law (J.D.), Law
Truman State University 2006 — 2009
Bachelor of Arts (B.A.), Communication, General
eBay August 2015 - Present
Harvard-Radcliffe Chinese Students Association September 2011 - December 2014
Harvard Business School June 2014 - August 2014
Larson Financial June 2014 - August 2014
Radcliffe Institute for Advanced Study at Harvard University November 2013 - February 2014
Polska Akcja Humanitarna (Polish Humanitarian Action) June 2013 - August 2013
Crimson Summer Exchange July 2012 - August 2012
Skills
Research, Event Planning, PowerPoint, Leadership, Teaching, Microsoft Excel, Nonprofits, Microsoft Word, Stata, R
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Global Health and Health Policy
Boston Latin School 2005 — 2011
High School Diploma
Larson Financial April 2014 - Present
Larson Financial July 2013 - May 2014
Larson Financial February 2013 - June 2013
Wentzville School District January 2012 - February 2013
Skills
Insurance, Life Insurance, Disability Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
Missouri State University 2007 — 2011
Bachelor of Science in Education, History
Larson Financial March 2013 - Present
Kurian Household September 2010 - March 2013
Thomson Reuters August 2009 - September 2010
Murray State University September 2006 - April 2009
Sunshine Ministries June 2006 - August 2008
Skills
Customer Service, Event Planning, PowerPoint, Recruiting, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel
Education
Murray State University 2005 — 2009
Business Administation, Nonprofit
Larson Financial January 2014 - Present
Larson Financial January 2013 - December 2013
Larson Financial September 2012 - January 2013
Citi August 2011 - September 2012
Adecco Staffing November 2010 - August 2011
Skills
Insurance, Risk Management, Financial Services, Customer Service, Sales, Leadership, Microsoft Word, Coaching, Strategic Planning, Budgets, Process Improvement, Cold Calling, Leadership Development, Outlook, Access, Finance, Employee Benefits, Teamwork, Team Building, Accounting, Disability Insurance
Education
Lindenwood University 2005 — 2012
Bachelor of Science (BS), in Business Administration
Larson Financial October 2012 - Present
Commerce Bank June 2012 - October 2012
Country Club of Blue Springs May 2010 - August 2011
C2G2 Properties July 2006 - August 2008
Soccer Association of Independence May 2005 - August 2007
Skills
Team Leadership, Teamwork, Communication, Management, Work Ethic, Problem Solving, Automotive, Interpersonal..., Self-motivated..., Financial Analysis, Risk Management, Financial Services, PowerPoint, Public Speaking, Financial Planning, Microsoft Word, Leadership, Investments, Customer Service, Insurance, Microsoft Office
Education
Southwest Baptist University 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Kaiser Elementary School January 2015 - April 2015
Larson Financial 2011 - 2013
Chris Clark Insurance Services May 2011 - June 2012
Education
Pepperdine University Graduate School of Education and Psychology 2015 — 2015
Master’s Degree, Education - Multiple Subject
Chapman University 2008 — 2011
Public Relation & Advertising, Public Relations, Advertising, and Applied Communication
Larson Financial June 2012 - Present
Education
Southwest Baptist University 2008 — 2012
Bachelor of Business Administration (BBA)
Larson Financial October 2012 - Present
Northwestern Mutual August 2010 - December 2010
Education
University of Missouri-Columbia 2006 — 2010
Larson Financial August 2013 - Present
Independent Archaeological Consulting, LLC June 2012 - July 2013
Independent Archaeological Consulting, LLC August 2009 - June 2012
Skills
Data Analysis, Historic Sites, Grant Writing, Research, Analysis, Microsoft Word, PowerPoint, Report Writing, SPSS, Qualitative Research, Technical Writing, Field Work
Education
University of Colorado Denver 2013 — 2015
Master's Degree, Public/Applied History
University of New Hampshire 2005 — 2009
Bachelor of Arts (B.A.), History, Anthropology
National Basketball Association (NBA) November 2014 - Present
Larson Financial May 2013 - August 2014
Morgan Stanley Wealth Management December 2012 - February 2013
Center for Global Education at UCLA January 2012 - September 2012
Skills
Investments, Portfolio Management, Economics, Analysis, Financial Analysis, Sports Management, International Sports, Series 7, Microsoft Excel, Sports, Soccer, PowerPoint, Basketball, Strategic Financial..., Microsoft Office, Mutual Funds, Microsoft Word, Retirement Planning, Estate Planning, Wealth Management, Series 66
Education
Columbia University in the City of New York 2014 — 2016
Master of Science (M.S.), Sports Management
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (B.A.), Economics
Edward Jones November 2013 - Present
AAA Missouri August 2013 - November 2013
Larson Financial January 2013 - August 2013
The Hartford November 2008 - December 2012
Skills
Insurance, Relationship Management, Sales, Administrative..., Organizational..., Microsoft Excel, Microsoft Word, Customer Service, Meeting Planning, Microsoft Office, Community Outreach
Education
University of Missouri-Columbia
BSBA, Finance
Larson Financial January 2014 - Present
American National Property and Casualty 2012 - 2013
St. Charles Parks Department May 2010 - August 2010
Skills
Adobe Creative Suite, Graphics, Adobe Acrobat, Typography, Corporate Identity
Education
Missouri State University 2008 — 2013
Bachelor of Fine Arts (BFA), Graphic Design
Larson Financial January 2014 - Present
Faith Ascent Ministries September 2012 - Present
Expressions Event Design January 2010 - September 2012
Destiny Church of St. Louis March 2005 - October 2010
Skills
Event Management, Volunteer Management, Nonprofits, Event Planning, Fundraising, Facebook, Public Speaking, Time Management, Outlook, Social Networking
Education
Truman State University 1999 — 2003
Bachelor of Science (BS), Business Administration - Marketing
Larson Financial October 2012 - Present
Renaissance Financial January 2005 - June 2012
Scottrade, Inc 2002 - 2004
Missouri Historical Society January 2000 - January 2002
Skills
Insurance, Series 7, Finance, Investments, Portfolio Management, Outlook, Customer Service, Microsoft Excel, Marketing, Mutual Funds, Retirement, Financial Services, Microsoft Word, Series 63, PowerPoint, Microsoft Office, Research, Public Speaking, Equities, series 66
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts (BA), English
University of Missouri-Columbia
Larson Financial August 2014 - Present
Mortgage Returns January 2014 - May 2014
Adecco Group July 2012 - July 2013
Oxford Health Care January 2012 - May 2012
Pickwick House September 2011 - December 2011
Make-A-Wish Foundation May 2011 - August 2011
Marketing mix Inc February 2011 - May 2011
Springfield Regional Opera January 2010 - May 2010
Skills
Blogging, Social Media, InDesign, Advertising, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Publisher, Crisis Communications, Marketing, Facebook, Social Networking
Education
Missouri State University 2008 — 2012
Bachelor of Science, Public Relations, Marketing
Larson Financial July 2012 - Present
Larson Financial March 2011 - July 2012
Skills
Retirement Planning, Strategic Financial..., Financial Planners, Disability Insurance, Retirement, Series 7, Risk Management, College Savings Plans, Fixed Annuities, Life Insurance, Insurance, Portfolio Management, Estate Planning, Series 63, Accounting, Term Life Insurance, Long Term Care Insurance, Licensed Life & Health..., Asset Protection, 401k, Investments, Asset Managment, Wealth, FINRA, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Financial Services, Financial Analysis, Financial Goals, Securities, Life & Health Insurance..., Employee Benefits, Financial Advisory, Long-term Care, Financial Planning
Education
Southern Illinois University, Edwardsville 2004 — 2008
Bachelor of Science, Business Management / Marketing
CliftonLarsonAllen August 2015 - Present
Encompass Law, PLLC September 2014 - August 2015
University of St. Thomas October 2014 - May 2015
University of St. Thomas May 2014 - May 2015
Larson Financial June 2014 - August 2014
Sylvan Learning July 2013 - December 2013
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Financial Modeling, Data Analysis, Teamwork, Customer Service, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Economics, Valuation, Analysis, Legal Research, Legal Compliance, Legal Writing, Commercial Law, Managerial Finance, Mergers & Acquisitions, Risk Analysis
Education
University of St. Thomas - Opus College of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of St. Thomas School of Law 2011 — 2015
Doctor of Law (JD), MBA, Banking, Corporate Finance, and Securities Law
Minnesota State University, Mankato 2007 — 2010
Bachelor of Applied Science (BASc), Finance, Investment Analysis
Ameriprise Financial Services, Inc. January 2015 - Present
Larson Financial August 2014 - January 2015
Lewtan March 2000 - September 2014
Education
Bentley University 2013 — 2015
Masters of Science in Financial Planning, Financial Planning
Stonehill College 1995 — 1999
Bachelor of Science, Finance
Larson Financial January 2014 - Present
The Wyman Center March 2012 - April 2013
State Farm Bank November 2010 - February 2012
Food Outreach January 2010 - May 2010
Mission to the World May 2009 - August 2009
Skills
Organizational..., Public Relations, Donor Relations, Fundraising, Event Planning, Program Development, Research, Database Management
Education
Southern Illinois University, Carbondale 2006 — 2009
BA, Speech Communication
TFG-ADVISORS November 2014 - Present
Larson Financial September 2013 - October 2014
Scottrade September 2012 - September 2013
Scottrade August 2010 - September 2013
Skills
Series 7, Series 63, Series 9, Series 10, Mutual Funds, Securities, Equities, Investments, FINRA, Customer Service, Options, Microsoft Excel, Fixed Income, Microsoft Office, Outlook, PowerPoint, Trading, Access, Microsoft Word, Financial Markets, Finance, ETFs, Credit, Business Analysis, Equity Trading, Bonds, Technical Analysis, Financial Services, SharePoint, Stocks, Data Analysis, Uniform Combined State..., Series 65, Financial Advisory, Portfolio Management
Education
Cornerstone University 2005 — 2009
Bachelor's degree, Finance, General
Webster University
Larson Financial November 2013 - Present
Steel Dynamics, Inc January 2011 - October 2013
National Center for Manufacturing Sciences May 2010 - August 2010
United States Marine Corps May 2005 - February 2009
Skills
Business Strategy, New Business Development, Financial Modeling, Facility Start-up, Process Improvement, Competitive Analysis, Procurement, Business Development, Operations Management, Manufacturing, Market Research, Financial Analysis, Business Planning, Product Management, Project Management, Management, Leadership, Analysis, Strategic Planning
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Operations Management
Indiana University Bloomington 2001 — 2005
Bachelor of Arts (B.A.)
Larson Financial May 2014 - Present
Western & Southern Life July 2011 - April 2014
Western & Southern Life July 2010 - July 2011
Amy Buchheit Hair Salon February 1989 - June 2010
Skills
Recruiting, Marketing, Management, Health Insurance, Leadership, Employee Benefits, Leadership Development, Small Business, Team Building, Training, Coaching, Series 6, Series 63, Customer Retention, Customer Satisfaction, Selling, Customer Service, Sales, Sales Management, Investments
Education
The American College 2011 — 2012
Larson Financial July 2013 - March 2014
ucla math department September 2011 - March 2012
Skills
Actuarial Science, Microsoft Excel, Data Mining, Financial Analysis, Time Management, Data Entry, Chinese, German, Solo Piano, Cash Flow, PowerPoint, Linear Regression, Market Research, Hedging, Client Counseling
Education
GWU - Elliott School of International Affairs 2014 — 2016
Master of Arts (M.A.), International Trade and Investment Policy
UCLA 2010 — 2014
Bachelor of Science (BS), Applied Mathematics
Larson Financial October 2014 - Present
Performance Chiropractic and Medical December 2013 - September 2014
Special School District of St. Louis County September 2013 - October 2013
Kirksville Middle School August 2011 - May 2013
Truman State University September 2011 - May 2012
Skills
Editing, Microsoft Office, Experience Working with..., Event Planning, Fundraising, Data Entry, Community Outreach, Teaching, Administrative Work, Applied Behavior..., Childcare, Developmental..., Autism Spectrum..., Scheduling, Employee Training, Customer Service, Facebook, Social Media
Education
Truman State University 2009 — 2013
Bachelor of Arts (B.A.), Communication Disorders Sciences and Services
Larson Financial October 2013 - Present
Self-Employed July 2012 - October 2013
Aspiriant 2006 - January 2012
Skills
Accounting, Microsoft Excel, Financial Accounting, Strategic Financial..., Financial Reporting, Asset Allocation, Investment Advisory, Estate Tax Planning, Estate Planning, Multi-generational..., Charitable Gift Planning, Tax Preparation, Personal Tax Planning, Business Tax Planning, Wealth Management...
Education
Southern Utah University 2000 — 2001
Master's degree, Accounting
Southern Utah University 1996 — 2000
Bachelor's degree, Accounting
Larson Financial June 2012 - Present
Southwest Baptist University August 2011 - May 2012
Citizens Memorial Healthcare January 2012 - April 2012
VECTOR MARKETING CORPORATION May 2011 - January 2012
Skills
Event Planning, Microsoft Word, Marketing, Marketing Communications, Teamwork, Outlook, Time Management, Social Networking, Public Speaking, Social Media, PowerPoint
Education
Southwest Baptist University 2008 — 2012
Marketing, Marketing
Missouri Baptist University 2007 — 2008
Larson Financial February 2011 - Present
University of Central Missouri August 2007 - December 2010
University of Central Missouri August 2007 - December 2010
University of Central Missouri January 2007 - December 2010
Habitat Hoodies August 2008 - December 2008
Education
University of Central Missouri 2007 — 2010
BSBA, Management
University of Central Missouri 2007 — 2010
Bachelor of Science, Business Administration; Business Management
St. Louis Children's Hospital July 2015 - Present
Wellbridge August 2012 - Present
Larson Financial December 2013 - April 2015
Innoventor, Inc. August 2012 - August 2013
Clayton Pilates Studio May 2009 - August 2012
Building Dreams Ranch September 2007 - December 2011
Peine Ridge Church, Children's Ministry August 2009 - August 2010
OK Corral Series 2010 - 2010
Innoventor, Inc August 2006 - October 2008
Cobb County School District November 2004 - May 2006
Skills
Advertising, First Aid, Public Speaking, Photoshop, Event Planning, Leadership, Non-profit..., Fundraising, Community Outreach, Child Advocacy, Social Services, Group Therapy, Teaching, Child Development, Confidentiality, Mental Health, Pilates, Public Relations, Event Management, Microsoft Office, Volunteer Management, Program Development, Adolescents, Curriculum Development, Organizational..., Marketing, Newsletters, Recruiting, Research, Management, Strategic Planning, Team Building, Nonprofits, Coaching, Customer Service
Education
The University of Georgia 2002 — 2004
MEd, Early Childhood Education
Truman State University 1997 — 2001
BS, Criminal Justice, Psychology minor
Parkway West 1993 — 1997
Capital Group August 2015 - Present
DIVERSIFIED INVESTMENT SERVICES - Commonwealth Financial Network February 2014 - Present
California State University, Fullerton December 2012 - Present
Lascari's Italian Grill July 2011 - September 2013
Larson Financial November 2012 - January 2013
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Social Media, Customer Service, Leadership, Time Management
Education
Cal State Fullerton 2010 — 2015
Bachelor of Arts (B.A.) in Business Administration, Finance & Entertainment/Tourism Management and minor in Psychology
Audencia Nantes Ecole de Management 2014 — 2014
Ardent Financial Group May 2015 - Present
LPL Financial January 2015 - Present
Northeastern University August 2013 - January 2015
Larson Financial March 2013 - January 2015
Covenant Theological Seminary August 2007 - August 2012
Covenant Theological Seminary August 2007 - August 2012
Skills
Financial Planning, Entrepreneurship, Teaching, Wealth Management, Investments, Management, Customer Service, Public Speaking, Insurance, Finance, Microsoft Office, Risk Management, Leadership, Life Insurance, Series 7, Retirement, Financial Analysis, Employee Benefits, Microsoft Excel, Asset Management, Retirement Planning, Portfolio Management, Microsoft Word, Mutual Funds, Estate Planning, Disability Insurance, Series 63, Securities, Strategic Planning, Marketing, Investment Advisory, Asset Allocation
Education
Truman State University 2001 — 2005
Bachelor of Science (B.S.), Business Management
Covenant Theological Seminary 2007 — 2010
Masters Degree, Divinity (M.Div)
Covenant Theological Seminary 2010 — 2013
Master's degree, Theology (Th.M)
University of Missouri-Saint Louis 2012 — 2014
Master's degree, Philosophy (M.Phil)
Larson Financial June 2014 - Present
Education
Missouri State University 2009 — 2014
Bachelor of Science, Finance, General
The Karlen Group April 2015 - August 2015
Enterprise CarShare December 2013 - February 2014
Larson Financial September 2012 - December 2013
Southern Illinois University Edwardsville May 2008 - March 2011
Skills
Data Analysis, Microsoft Office, Minitab, Series 7, SAS, Microsoft Excel, PowerPoint, Time Management, Statistics, R, Visual Basic, Financial Analysis
Education
Penn State University 2012 — 2013
Graduate Certificate, Applied Statistics, 3.9
Southern Illinois University, Edwardsville 2006 — 2011
Bachelor's of Science, International Business, 3.44
Larson Financial November 2012 - Present
Education
Saint Louis University School of Law 2002 — 2005
Juris Doctorate
Larson Financial October 2013 - Present
20/20 Tax Resolution July 2013 - September 2013
Clear Creek Consulting February 2010 - July 2013
University of Denver Sturm College of Law September 2009 - February 2010
S&S Contracting, Inc. July 2006 - February 2009
Law Firm of Darrell S. Elliott, P.C May 2008 - July 2008
The Honorable Jeffrey K. Holmes – Castle Rock, CO June 2007 - August 2007
Law Firm of Hackstaff/Gessler, LLC June 2007 - August 2007
US Navy August 2002 - July 2006
Skills
Government, Litigation, Public Speaking, Budgets, Leadership, Microsoft Excel, Microsoft Office, Trials, Commercial Litigation, Asset Protection, Program Management, Analysis, Military Experience, Operational Planning, Process Improvement, Strategic Planning, Negotiation, Legal Writing, Tax, Tax Advisory, Income Tax, Legal Research, Social Networking
Education
University of Denver - Sturm College of Law 2006 — 2009
Juris Doctorate, Law
University of Phoenix 2002 — 2006
Bachelor of Science, Criminal Justice
Hamilton District Christian Highschool
Hamilton District Christian Highschool
Baltz & Company September 2013 - Present
Gray Line Worldwide June 2010 - August 2013
Larson Financial January 2010 - May 2010
Larson Financial October 2008 - January 2010
Jones International University July 2008 - October 2008
211 HELP!Line Center July 2007 - July 2008
Skills
Copy Editing, Web Editing, Social Media Marketing, Travel Writing, Food Writing, Online Marketing, Marketing Communications, Internal Communications, SEO, Sales, Email Marketing, Marketing, Online Advertising, Social Media, Advertising, SEM, Publishing, Facebook, Press Releases, Public Relations
Education
University of Denver 2008 — 2008
Denver Publishing Institute, 2008
Dordt College 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Larson Financial February 2015 - Present
American Model United Nations September 2013 - Present
Michigan Coordinated Campaign September 2014 - November 2014
O'Leary's 2013 - 2014
Gerbes 2012 - 2013
Skills
Catering, Restaurants, Event Planning, Bartending, Food & Beverage, Food, Restaurant Management, Hospitality, Social Networking, Customer Service, Social Media, Fine Dining, Wine, Inventory Management, Cooking, Time Management, Banquets, Customer Satisfaction, Hospitality Management, Culinary Skills, Microsoft Office, Leadership, Public Speaking, Sales, Public Relations, Management
Education
Webster University 2014 — 2016
Master of Arts (M.A.), International Relations and Affairs
University of Missouri-Columbia 2009 — 2013
International Studies, Western European Studies
Christian Brothers College High School 2005 — 2009
High School Degree, General Studies
Larson Financial Sales InternZimmer Radio GroupJune 2012 - January 2013
K-Mart June 2011 - August 2011
Skills
Teamwork, Problem Solving, Listening to customers, Social Networking
Education
University of Missouri-Columbia 2010 — 2013
St. Louis Community College 2009 — 2010
Larson Financial March 2014 - Present
COUNTRY ® Financial January 2012 - February 2014
Property Solutions Group November 2010 - November 2011
Skills
Insurance, Investments, Retirement Planning, Life Insurance, Long-term Care, Securities, Small Business, Disability Insurance, Fixed Annuities, Finance, Long Term Care Insurance, Microsoft Office, Retirement, Sales, Strategic Financial..., Term Life Insurance
Education
University of Missouri-Columbia 2006 — 2010
Bachelor Of Science, Personal Financial Planning
Private Landman September 2011 - Present
Larson Financial December 2008 - September 2011
Kansas Department of Health and Environment May 2007 - May 2008
Skills
Tax, Managerial Finance, Accounting, Energy Industry, Oil & Gas Industry, Mergers & Acquisitions, Corporate Governance, Due Diligence, Financial Analysis, Finance, Corporate Finance, Strategic Financial..., Financial Modeling, Auditing, Strategic Planning, Analysis, Corporate Tax, Investments, Small Business, Financial Statements, Income Tax, Sales Tax
Education
University of Kansas School of Law 2005 — 2008
J.D., All
Missouri State University 2001 — 2005
BS, General Business
Shawnee Mission East
DACCO, Inc. October 2014 - Present
The Center for Youth and Family Solutions May 2014 - Present
Larson Financial March 2011 - March 2014
Legal Services of Eastern Missouri August 2012 - May 2013
Larson Law Firm March 2011 - December 2011
Skills
PowerPoint, Microsoft Word, Research, Community Outreach, Microsoft Excel, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2013 — 2014
Master of Social Work (M.S.W.), Children, Youth and Family Services
Saint Louis University 2010 — 2013
Bachelor of Science in Social Work, Social Work
Larson Financial 2013 - Present
The Vanguard Group 2011 - 2013
ING 2008 - 2011
Scottsdale Healthcare 2007 - 2008
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Mutual Funds, Risk Management, Customer Service, PowerPoint, Strategic Planning, Budgets, Team Building, Microsoft Word, Outlook, Process Improvement, Investments, Project Management, Series 63, Series 7, Public Speaking, Financial Accounting, Leadership Development, Business Development, International Tax, Tax, Tax Accounting, Financial Reporting, Operational Risk..., Trade Compliance, Bonds, Equities, Equity Valuation, Equestrian, New Business Development, Interest Rate..., Derivatives, High Yield Bonds, Corporate Social..., Corporate Finance, Capital Markets, Web Analytics, Pricing, Business Valuation, Strategic Financial...
Education
University of California, Los Angeles
American Jewish University
The George Washington University
Scottsdale Community College
Iyengar Yoga
Larson Financial June 2013 - September 2015
Kane County Health Department June 2012 - June 2013
Short Term Positions January 2011 - May 2012
The Wells Group Real Estate Brokerage June 2010 - December 2010
John Ralph - The Wells Group December 2006 - May 2010
Hillcrest Apartments February 2005 - November 2006
Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Leadership, Advocacy, Event Planning, Research, Strategic Planning, Referral Network, Advertising, Public Speaking, PowerPoint, Data Entry, Community Outreach, Social Media, Microsoft Publisher, Multi-line Phone, GIS
Education
Grand Canyon University 2000 — 2004
Biblical & Theological Studies, Biblical Studies, Photography
Larson Financial February 2014 - Present
Independent insurance brokerage July 2013 - January 2014
AAA Auto Club of Missouri October 2009 - July 2013
Broadview Screen Company September 2005 - June 2009
Lowes Home Improvement September 2003 - September 2005
Skills
Insurance, Small Business, Construction, Consultative Selling, Term Life Insurance, Health, Sales Management, Casualty, Customer Service, New Business Development, Cold Calling, Team Building, Customer Relations, Strategic Planning, Operations Management, Problem Solving, Health Insurance, Selling, Property & Casualty..., Program Management, Process Improvement, Marketing, Customer Retention, Sales, Retail, Time Management, Account Management, Direct Sales, Customer Satisfaction, Pricing, Negotiation, Life Insurance, Leadership, Commercial Insurance, Networking, General Insurance, Training, Fixed Annuities, Umbrella Insurance, Disability Insurance, Workers Compensation, Long-term Care, Purchasing, Liability, Underwriting, Claim, Whole Life, Homeowners, Management, Risk Management
Education
Southern Illinois University, Edwardsville 2001 — 2006
Bachelor of Science, Mass Communications and Business Management
Webster University 2000 — 2003
MBA, Business Management and Info Tech
Larson Financial June 2014 - Present
Urban Ventures March 2013 - March 2015
Longfellow Recreation Center November 2012 - August 2014
Ameriprise Financial Services, Inc. March 2013 - December 2013
Kiekhoefer Chiropractic June 2010 - September 2012
BT Umpires March 2011 - August 2011
Skills
Leadership, Time Management, PowerPoint, Microsoft Excel, Administrative..., Payroll, Databases, Microsoft Word, Customer Service, Microsoft Office, Teamwork, Outlook, Social Media, Facebook, Team Leadership, Management, Marketing
Education
University of Northwestern - St. Paul 2010 — 2014
Bachelor of Science (B.S.), Business, General
New Life Academy 2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates
Larson Financial May 2015 - Present
six3six studios LLC October 2008 - Present
Premium Retail Services April 2014 - May 2015
Motivation Technologies April 2012 - April 2014
Twist November 2011 - April 2012
Go Vertical Creative May 2011 - September 2011
Taylor Sign and Tint April 2010 - May 2011
Skills
C#, HTML, CSS, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL Server Management..., Visual Studio, JSON, Node.js, T-SQL, Photoshop, Illustrator, Windows, XML, Dapper, Adobe Creative Suite, .NET, Web Design, Web Applications, OS X, MongoDB, PostgreSQL, Git, Mercurial
Education
Webster University 2010 — 2012
Bachelor of Science (B.S.), Computer Science, 3.68
East Central College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Graphic Design
Larson Financial April 2015 - Present
Larson Financial Group January 2008 - Present
Doctor's Eyes Only December 2011 - Present
Taylor University January 2008 - June 2009
Phillips Financial Services, Inc. March 2004 - January 2008
Securian Financial Group October 2000 - March 2004
Skills
Strategic Financial..., Financial Journalism, Business Journalism
Education
Harvard Business School 2012 — 2014
Program for Leadership Development (PLD) (HBS's eMBA alternative)
The University of Chicago - Booth School of Business 2012 — 2012
CERTIFIED PRIVATE WEALTH ADVISOR (CPWA), Advanced Asset Protection, Tax, and Investment Training
Kansas State University - Institute of Personal Financial Planning 2006 — 2010
CERTIFIED FINANCIAL PLANNER (CFP)
Indiana University Bloomington 2000 — 2006
BA
Taylor University 1998 — 1999
Love Funding Corporation July 2010 - Present
SunSet Advertising January 2010 - July 2010
Larson Financial June 2009 - August 2009
Skills
Real Estate, Loans, Mortgage Lending, Commercial Lending, Financial Analysis, Affordable Housing, Finance, Mortgage Underwriting, Real Estate Financing, Due Diligence
Education
University of Missouri-Columbia 2006 — 2009
BA, Finance, 3.6
Larson Financial September 2015 - Present
Medicus Business Solutions, LLC 2012 - Present
First Bank October 2012 - August 2015
Medicus Business Solutions, LLC 2012 - 2015
VSC Strategies, Inc. February 2012 - October 2012
Protective Life - APD August 2008 - May 2012
Executive Consulting Services July 2007 - July 2008
RGA Reinsurance Company June 1996 - June 2007
Genelco June 1995 - June 1996
General American Life Insurance Company April 1981 - June 1995
Skills
Software Development, IT Operations, IT Strategy, SDLC, Strategic Planning, Vendor Management, Change Management, IT Management, Management Consulting, Business Process..., Business Intelligence, Information Technology, Management, Enterprise Architecture, Leadership, Process Improvement, Insurance, Databases, Program Management, IT Service Management, ITIL, Business Development, Security, PMO, Business Analysis, Integration, Consulting, Strategy, Software Project..., Team Building, Business Process, Requirements Analysis, Project Portfolio..., Project Management
Education
Washington University in St. Louis - Olin Business School 1998 — 2000
MBA, Executive Program
Saint Louis University 1987 — 1990
BS, Computer Science
Larson Financial March 2014 - Present
Stifel Nicolaus August 2009 - September 2013
Amherst Securities Group LP January 2009 - August 2009
Countrywide Securities Corporation October 2006 - July 2008
R. Seelaus & Co. August 2005 - October 2006
Edward Jones February 2001 - July 2005
Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal
Education
Saint Louis University 1996 — 2001
B.S.B.A., International Business
St. Louis Community College 1994 — 1996
A.A., Business Administration
Larson Financial October 2012 - Present
YMCA of Greater Fort Wayne October 2009 - October 2012
Education
Taylor University 1985 — 1989
BS, Education
Larson Financial April 2012 - January 2015
Education
University of California, Irvine - The Paul Merage School of Business 2009 — 2011
Masters, Business Administration
California Polytechnic State University-San Luis Obispo 2003 — 2008
BS, Construction Management
LPL Financial December 2014 - Present
Larson Financial June 2012 - December 2014
Scottrade March 2009 - June 2012
Whitaker LaChance Insurance April 2010 - August 2010
Skills
Marketing, Customer Service, Social Media, Microsoft Excel, Finance, Microsoft Office, Time Management, Public Speaking, Leadership, Social Networking, Teamwork, Facebook, Outlook, PowerPoint, Microsoft Word, Event Planning, Access, Interpersonal..., Financial Analysis, Financial Planning, Investments
Education
Cedarville University
BS, Finance and Marketing
Cedarville University
Bachelor of Science (B.S.), finance
Currently seeking new opportunities April 2015 - Present
Alexander & Associates, CPA's March 2015 - April 2015
Larson Financial December 2013 - February 2015
Missouri Professionals Mutual (MPM) March 2012 - November 2013
Missouri Professionals Mutual (MPM) September 2010 - March 2012
Spring Hill College 2005 - 2010
Skills
Sales, Microsoft Office, Research, Social Media, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Teaching, Customer Service, Property & Casualty..., Professional Liability, Physicians, Registered Nurses, Dentists, Salesforce.com, Salesforce Training, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Spanish, English to Spanish, Spanish Translation, Life Insurance, Health Insurance, Life & Health Insurance..., Actuarial Exams, Claims Management, Claims Resolution, Property Claims, Employment Practices..., Claims Handling, E&O, Reinsurance, Subrogation, Arbitration, Underwriting, Professional Indemnity..., Insurance Policies, Indemnity, Teamwork, Team Building, Mobile Internet, Google Analytics, Windows, Outlook, Microsoft Excel, Excess & Surplus Lines, Interpersonal Skills
Education
Spring Hill College 2005 — 2010
B.S. in Business Administration, Marketing, Management
Spring Hill College 2005 — 2010
Bachelor of Science (B.S.), Business Administration, concentration in Marketing & Management
DeSmet Jesuit High School 2001 — 2005
High School Diploma
Larson Financial October 2014 - Present
Patriot Machine Inc. January 2013 - October 2014
AT&T April 2011 - August 2012
GKN Aerospace April 2010 - August 2010
AT&T April 2001 - April 2010
AT&T July 2000 - April 2001
Skills
•Data gathering,..., •Process and..., •Presentation to..., •Leadership, training,..., •Proficient in written..., •Excellent computer..., Microsoft office..., Problem Solving, Leadership, Microsoft Office, Analysis, Management, Process Improvement, Customer Service, Financial Analysis, Marketing, Manufacturing, Team Building, Quality Management, Continuous Improvement, Quality Assurance, Supply Chain Management, PowerPoint, Finance, Microsoft Excel, Strategic Planning, Microsoft Word, Investments, Portfolio Management
Education
Lindenwood University 2004 — 2008
Bachelor of Arts, Business Administration
Alli Insurance Corp September 2014 - Present
State Farm January 2013 - September 2014
Devereux April 2009 - August 2012
Larson Financial April 2008 - April 2009
Executive Las Vegas May 2006 - April 2008
Marriott Vacations Worldwide Corporation January 2004 - May 2006
Rush University Medical Center May 2001 - March 2003
Skills
Music, Long-term Care, Social Networking, Singing, Songs, Recording, Band, Composition, Music Production, Social Media, Music Education, Umbrella Insurance, Creative Writing, Term Life Insurance, Mental Health, Sales, Sales Process, Lead Generation, Online Lead Generation, Insurance, Property & Casualty..., Telemarketing, Account Management, Sales Coaching, Agent Development
Education
Sonoma State University 1992 — 1994
Bachelor's Degree, Psychology
University of Oregon 1994 — 1995
Post Graduate Work, Molecular Biology
Larson Financial September 2012 - Present
Universal Protection Service June 2009 - January 2012
Education
University of San Diego 2002 — 2004
Larson Financial November 2014 - Present
six3six studios LLC October 2008 - Present
Premium Retial Services April 2014 - November 2014
Arch Coal, Inc. August 2013 - April 2014
Rodgers Townsend December 2012 - August 2013
World Wide Technology May 2011 - August 2012
Freelance Web Development and SEO September 2008 - May 2011
Garrow Media LLC June 2010 - August 2010
US Navy September 2003 - September 2008
Skills
HTML, JavaScript, C#, Scrum, Java, HTML 5, MySQL, Unity3D, jQuery, .NET, Agile Project Management, CSS3, ASP.NET MVC, Salesforce.com, Microsoft SQL Server, Photoshop, Object Oriented Design
Education
Webster University 2009 — 2011
BS, Information Management, Web Development
East Central College 2008 — 2009
Graphic Design, Graphics Design, 3.8
Larson Financial March 2012 - Present
LochFit LLC September 2006 - January 2011
Fitness Together Cottleville Inc. May 2005 - June 2006
Skills
Retirement Planning, Investments, Strategic Financial..., Insurance, Risk Management, Estate Planning, Financial Analysis, Financial Advisory, Customer Service, Management, Securities, Business Planning, Asset Allocation, Wealth Management, Financial Planning, Life Insurance
Education
Southern Illinois University, Carbondale 2004 — 2005
Sport Management
Wheaton College 2000 — 2004
B.S., Kinesiology
Fort Zumwalt South
Fort Zumwalt South
Fort Zumwalt South
Standard & Poor's December 2013 - August 2014
lululemon athletica November 2013 - July 2014
Larson Financial August 2011 - November 2012
Chris A. Clark Insurance Services September 2010 - April 2011
Delta Gamma Fraternity, Zeta Iota Chapter January 2009 - December 2009
James Lakeland Limited June 2009 - July 2009
Skills
Microsoft Office, Customer Service, Outlook, Social Media, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Project Management, Event Management, Sales, Management, Public Relations, Insurance
Education
Chapman University 2006 — 2010
Bachelor of Science (B.S.), Major: Mathematics, Minor: Business Administration
University of Colorado Boulder 2006 — 2008
Citywide Home Loans January 2015 - Present
Shareable Social & B Green LLC October 2014 - December 2014
Evans Senior Investments January 2013 - October 2014
Metro Brokers 2012 - 2013
Formations, LLC 2012 - 2013
University of Colorado Boulder 2009 - 2013
Outward Bound February 2006 - December 2012
Larson-Financial 2011 - 2012
Skills
Real Estate, Real Estate Financing, Management, Microsoft Office, Sales Operations, Sales, Client Prospecting, Cold Calling, Multi-line Phone, Spanish, Outdoor Education, Research, Fundraising, Program Development, Long-term Care, Equity Research Analysis, Seniors Housing, MS Office Suite, Conversational Spanish, Sales Cycle Management, Commercial Real Estate..., SugarCRM, Salesforce.com, Relationship Management, Mortgage Marketing, Social Media Marketing, Hard Money Loans, Landlord/Tenant Matters, Single Family Homes, Condos, Five9, Landscape Maintenance, Chain of Title, Trust Deeds, General Contracting, Whole House Renovations, Residential Investment..., Investment Banking, Account Management, Medicare/Medicaid..., Apple Software, Windows 7, Windows XP, Android, Quota Management, Quota Setting, Team Building, B2B Marketing, B2C Marketing
Education
University of Colorado at Boulder 2007 — 2011
Bachelors of Arts and Sciences, Ethnic Studies, 3.2 GPA
Fitchburg State College 2007 — 2008
Lawrence Academy
High School
Wells Fargo Advisors December 2013 - Present
Larson Financial January 2013 - December 2013
Wells Fargo Advisors November 2010 - January 2013
First Allied Securities October 2008 - June 2009
Skills
Series 7, Series 63, Series 65, Series 24, Missouri Life and..., Investments, Securities, Mutual Funds, Asset Management, Equities, Series 53, FINRA, Options, Fixed Income, Uniform Combined State..., Portfolio Management, Alternative Investments, Series 9
Education
University of Missouri - St. Louis 2002 — 2007
Bachelor of Science, Finance
Larson Financial 2012 - 2012
Education
Missouri State University 2008 — 2012
Larson Financial July 2014 - Present
Omni Financial March 1999 - July 2014
Skills
Mutual Funds, Investments, Accounting, Tax, Financial Statements, Estate Planning, Financial Planners, Financial Reporting, Auditing, Corporate Tax, Insurance, Process Improvement
Education
University of Colorado Boulder 1996 — 1999
Bachelor's degree, Psychology
University of Colorado at Boulder 1996 — 1999
Bachelor's degree, Human Biology