National Mutual Benefit
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National Mutual Benefit Employees
Employee
Years
Job
Industry
Scott McDonald, ChFC, FIC, FSS, LUTCF, CFFM Scott McDonald, ChFC, FIC, FSS, LUTCF, CFFM's National Mutual Benefit Experience March 1996 - November 2004
Job Regional Director at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America July 2013 - Present
Modern Woodmen of America December 2004 - Present
National Mutual Benefit March 1996 - November 2004
Modern Woodmen of America August 1990 - March 1996
McDonald Insurance Services September 1985 - July 1990
Skills
Professional..., Fixed Annuities, Retirement Planning, IRAs, Retirement, Term Life Insurance, Long-term Care, Roth IRA, Disability Insurance, Estate Planning, Life Insurance, Insurance, Mutual Funds, 401k, Strategic Financial..., Wealth Accumulation, Long Term Care Insurance, Variable Annuities, Investments, 401k Rollovers, Whole Life, Pensions, Key Person Insurance, Series 6, Securities, Financial Services, Universal Life, Wealth, Financial Advisory, Health Insurance, Series 63, Employee Benefits, Critical Illness, Investment Advisory, Savings, Wealth Management, Small Business, Asset Allocation, Personal Finance, Retirement Savings, Health Savings Accounts, Financial Planners, Permanent Life Insurance, College Savings Plans, Licensed Life & Health..., Training, Leadership, Asset, Mortgage Lending, Brokers
Education
The American College 1994 — 2013
ChFC, LUTCF, FSS, Insurance & Financial Services
Black Hills State University
South Dakota School of Mines and Technology
Modern Woodmen of America July 2013 - Present
Modern Woodmen of America December 2004 - Present
National Mutual Benefit March 1996 - November 2004
Modern Woodmen of America August 1990 - March 1996
McDonald Insurance Services September 1985 - July 1990
Skills
Professional..., Fixed Annuities, Retirement Planning, IRAs, Retirement, Term Life Insurance, Long-term Care, Roth IRA, Disability Insurance, Estate Planning, Life Insurance, Insurance, Mutual Funds, 401k, Strategic Financial..., Wealth Accumulation, Long Term Care Insurance, Variable Annuities, Investments, 401k Rollovers, Whole Life, Pensions, Key Person Insurance, Series 6, Securities, Financial Services, Universal Life, Wealth, Financial Advisory, Health Insurance, Series 63, Employee Benefits, Critical Illness, Investment Advisory, Savings, Wealth Management, Small Business, Asset Allocation, Personal Finance, Retirement Savings, Health Savings Accounts, Financial Planners, Permanent Life Insurance, College Savings Plans, Licensed Life & Health..., Training, Leadership, Asset, Mortgage Lending, Brokers
Education
The American College 1994 — 2013
ChFC, LUTCF, FSS, Insurance & Financial Services
Black Hills State University
South Dakota School of Mines and Technology
Brent Behnke Brent Behnke's National Mutual Benefit Experience May 2009 - March 2010
Job Staff Coach at FC Wisconsin
Industry Sports
Experience
Wisconsin Stamping Co Inc March 2015 - Present
Salotto Zarletti April 2014 - Present
West Allis Nathan Hale High School March 2010 - June 2014
Marcus Theatres, Zaffiro's Pizzeria and Bar August 2010 - April 2014
Midwest Metal Warehouse May 2010 - August 2010
National Mutual Benefit May 2009 - March 2010
The Frantz Group September 2008 - March 2009
Skills
Sales, Marketing Communications, Youth Development, Coaching, Leadership, Fundraising, Public Speaking, Market Research, Leadership Development, Management, Soccer, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Marketing
Education
Concordia University-Irvine 2011 — 2013
MCAA, Coaching and Athletic Administration
Concordia University-Wisconsin 2003 — 2008
Bachelor's degree, Business/Corporate Communications
Concordia University-Wisconsin 2003 — 2008
Bachelor of Arts (B.A.), History
New London High School 2000 — 2003
Wisconsin Stamping Co Inc March 2015 - Present
Salotto Zarletti April 2014 - Present
West Allis Nathan Hale High School March 2010 - June 2014
Marcus Theatres, Zaffiro's Pizzeria and Bar August 2010 - April 2014
Midwest Metal Warehouse May 2010 - August 2010
National Mutual Benefit May 2009 - March 2010
The Frantz Group September 2008 - March 2009
Skills
Sales, Marketing Communications, Youth Development, Coaching, Leadership, Fundraising, Public Speaking, Market Research, Leadership Development, Management, Soccer, Microsoft Excel, Social Media, Microsoft Word, Teamwork, Marketing
Education
Concordia University-Irvine 2011 — 2013
MCAA, Coaching and Athletic Administration
Concordia University-Wisconsin 2003 — 2008
Bachelor's degree, Business/Corporate Communications
Concordia University-Wisconsin 2003 — 2008
Bachelor of Arts (B.A.), History
New London High School 2000 — 2003
Rachel Tanner Rachel Tanner's National Mutual Benefit Experience June 2014 - Present
Job PPGA at National Mutual Benefit
Industry Insurance
Experience
National Mutual Benefit June 2014 - Present
Link Zone March 2014 - May 2014
Performance Matters Associates, Inc. (PMA USA) September 2013 - March 2014
The Plaza Hotel & Suites & Conference Center April 2012 - August 2013
The Metropolis Resort & Conference Center November 2009 - April 2012
Boston's Restaurant & Sports Bar August 2006 - January 2011
Skills
Health Insurance, Disability Insurance, Insurance, Property & Casualty..., Critical Illness, Accident, General Insurance, Long Term Care Insurance, Retirement, Accident Insurance, Medicare, Life Insurance, Whole Life, Term Life Insurance, New Business Development, Marketing Strategy, Management, Hiring Employees, Budget Forecasts, Development Of Employees, Team Building, Team Management, P&L Management, Customer Service, Sales, Event Management, Event Planning, Customer Retention, Scheduling Management, Creative Problem Solving, Employee Training
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Business/Commerce, General
Tarrant County College 2007 — 2008
Associate's Degree, Business Administration and Management, General
National Mutual Benefit June 2014 - Present
Link Zone March 2014 - May 2014
Performance Matters Associates, Inc. (PMA USA) September 2013 - March 2014
The Plaza Hotel & Suites & Conference Center April 2012 - August 2013
The Metropolis Resort & Conference Center November 2009 - April 2012
Boston's Restaurant & Sports Bar August 2006 - January 2011
Skills
Health Insurance, Disability Insurance, Insurance, Property & Casualty..., Critical Illness, Accident, General Insurance, Long Term Care Insurance, Retirement, Accident Insurance, Medicare, Life Insurance, Whole Life, Term Life Insurance, New Business Development, Marketing Strategy, Management, Hiring Employees, Budget Forecasts, Development Of Employees, Team Building, Team Management, P&L Management, Customer Service, Sales, Event Management, Event Planning, Customer Retention, Scheduling Management, Creative Problem Solving, Employee Training
Education
University of Phoenix 2014 — 2018
Bachelor's Degree, Business/Commerce, General
Tarrant County College 2007 — 2008
Associate's Degree, Business Administration and Management, General
Sarah McLeod Sarah McLeod's National Mutual Benefit Experience 2006 - 2008
Job Director of Client Relations at Activate Health
Industry Marketing and Advertising
Experience
Activate Health June 2014 - Present
The Junior League of Phoenix Foundation July 2014 - Present
The Junior League of Phoenix May 2013 - Present
IABC Phoenix July 2009 - July 2015
Univita Health Inc November 2011 - June 2014
Univita Health Inc February 2010 - November 2011
CIGNA Voluntary July 2008 - January 2010
National Mutual Benefit 2006 - 2008
Formula PR 2006 - 2008
Self-employed 2006 - 2008
Skills
Strategic Communications, Public Relations, Integrated Marketing, Strategic Brand..., Social Media Marketing, Marketing Strategy, Product Marketing, Corporate Communications, Leadership
Education
Copenhagen Business School
Study Abroad,, International Business
University of Wisconsin-Madison
BA,, Consumer Science
Activate Health June 2014 - Present
The Junior League of Phoenix Foundation July 2014 - Present
The Junior League of Phoenix May 2013 - Present
IABC Phoenix July 2009 - July 2015
Univita Health Inc November 2011 - June 2014
Univita Health Inc February 2010 - November 2011
CIGNA Voluntary July 2008 - January 2010
National Mutual Benefit 2006 - 2008
Formula PR 2006 - 2008
Self-employed 2006 - 2008
Skills
Strategic Communications, Public Relations, Integrated Marketing, Strategic Brand..., Social Media Marketing, Marketing Strategy, Product Marketing, Corporate Communications, Leadership
Education
Copenhagen Business School
Study Abroad,, International Business
University of Wisconsin-Madison
BA,, Consumer Science
John Mijal John Mijal's National Mutual Benefit Experience February 2013 - October 2013
Job Loyal Knight and Member of the Board of Directors at Wausau Elks B.P.O.E Lodge #248
Industry Financial Services
Experience
World Financial Group October 2013 - Present
Wausau Elks B.P.O.E Lodge #248 May 2011 - Present
National Mutual Benefit February 2013 - October 2013
Bankers Life and Casualty January 2012 - November 2012
K-Tech March 2005 - March 2009
Skills
Fixed Annuities, Sales, Leadership, Retirement, Disability Insurance, Customer Service, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Medicare, General Insurance, Employee Benefits, Insurance, Team Building, Management, Strategic Planning, Sales Management, Marketing
Education
Northcentral Technical College 2010 — 2012
Computer Programming, Computer Science, Associate
Northcentral Technical College 1989 — 1991
Associate's degree, Residential Design and Construction Technology
Mosinee High School 1980 — 1984
World Financial Group October 2013 - Present
Wausau Elks B.P.O.E Lodge #248 May 2011 - Present
National Mutual Benefit February 2013 - October 2013
Bankers Life and Casualty January 2012 - November 2012
K-Tech March 2005 - March 2009
Skills
Fixed Annuities, Sales, Leadership, Retirement, Disability Insurance, Customer Service, Health Insurance, Life Insurance, Term Life Insurance, Long-term Care, Medicare, General Insurance, Employee Benefits, Insurance, Team Building, Management, Strategic Planning, Sales Management, Marketing
Education
Northcentral Technical College 2010 — 2012
Computer Programming, Computer Science, Associate
Northcentral Technical College 1989 — 1991
Associate's degree, Residential Design and Construction Technology
Mosinee High School 1980 — 1984
Chris Monge Chris Monge's National Mutual Benefit Experience March 2011 - June 2011
Job Owner of Affordable Insurance & Author of "The Gun Owner's Guide to Insurance for Concealed Carry & SelfDefense."
Industry Insurance
Experience
Affordable Insurance Solutions February 2012 - Present
FREE Linkedin Training Services February 2011 - Present
Rural Mutual Insurance June 2011 - February 2012
National Mutual Benefit March 2011 - June 2011
Summit Mortgage Corporation August 2008 - June 2011
Apex Financial Corporation January 1998 - July 2008
First Choice Mortgage Corporation August 1996 - January 1998
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, General Liability, Professional Liability, D&O, Liability, Umbrella, Workers Compensation, Commercial Lines, Employment Practices..., Inland Marine, Professional Indemnity
Education
Edgewood College 1992 — 1995
Bachelor of Science (B.S.), Business Management & Marketing
Madison Area Technical College 1989 — 1991
Associate of Science, Real Estate
Affordable Insurance Solutions February 2012 - Present
FREE Linkedin Training Services February 2011 - Present
Rural Mutual Insurance June 2011 - February 2012
National Mutual Benefit March 2011 - June 2011
Summit Mortgage Corporation August 2008 - June 2011
Apex Financial Corporation January 1998 - July 2008
First Choice Mortgage Corporation August 1996 - January 1998
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, General Liability, Professional Liability, D&O, Liability, Umbrella, Workers Compensation, Commercial Lines, Employment Practices..., Inland Marine, Professional Indemnity
Education
Edgewood College 1992 — 1995
Bachelor of Science (B.S.), Business Management & Marketing
Madison Area Technical College 1989 — 1991
Associate of Science, Real Estate
Randi Ann McVinnie's National Mutual Benefit Experience April 2013 - January 2015
Job Sales and Marketing Specialist at American Family Insurance
Industry Insurance
Experience
American Family Insurance October 2015 - Present
Wick Insurance Services October 2014 - Present
National Mutual Benefit April 2013 - January 2015
UCare Minnesota September 2012 - February 2013
Specialty Pallet & Crate October 2011 - June 2012
ManpowerGroup September 2010 - October 2011
Mayo Clinic Health System in Eau Claire March 2009 - October 2010
General Beer-Northwest July 2008 - October 2010
Group Health Cooperative of Eau Claire October 2008 - August 2009
Menards March 2008 - October 2008
Skills
Public Relations, Customer Service, Data Entry, Microsoft Office, Excel, Word, Public Speaking, Outlook, PowerPoint, Administration, Customer Relations, Promotions, Billing, Research, Administrative Support, Strategic Planning, Access, Problem Solving, Supervisory Skills, Payroll, Accounts Payable, Interviewing, Employee Relations, Scheduling, Healthcare, Hiring, Insurance, Accounts Receivable, Documentation, Inventory Management, Event Planning, Payroll Processing, Writing, Budgeting, Telephone Skills, Non-profits, Quickbooks, Accounting, Time Management, Office Management, Mentoring, Teamwork, Benefits Administration, Coaching, Lotus Notes, Team Building, Policy, Technical Recruiting, Social Media, Recruiting
Education
University of Minnesota-Twin Cities 2005 — 2011
Bachelor's Degree, Phamacology
University of Wisconsin-Stout 2009 — 2010
Pre-Pharmacy and Beverage Merchandising
University of Wisconsin-Milwaukee 2007 — 2008
Beverage Merchandising
Chi Hi
American Family Insurance October 2015 - Present
Wick Insurance Services October 2014 - Present
National Mutual Benefit April 2013 - January 2015
UCare Minnesota September 2012 - February 2013
Specialty Pallet & Crate October 2011 - June 2012
ManpowerGroup September 2010 - October 2011
Mayo Clinic Health System in Eau Claire March 2009 - October 2010
General Beer-Northwest July 2008 - October 2010
Group Health Cooperative of Eau Claire October 2008 - August 2009
Menards March 2008 - October 2008
Skills
Public Relations, Customer Service, Data Entry, Microsoft Office, Excel, Word, Public Speaking, Outlook, PowerPoint, Administration, Customer Relations, Promotions, Billing, Research, Administrative Support, Strategic Planning, Access, Problem Solving, Supervisory Skills, Payroll, Accounts Payable, Interviewing, Employee Relations, Scheduling, Healthcare, Hiring, Insurance, Accounts Receivable, Documentation, Inventory Management, Event Planning, Payroll Processing, Writing, Budgeting, Telephone Skills, Non-profits, Quickbooks, Accounting, Time Management, Office Management, Mentoring, Teamwork, Benefits Administration, Coaching, Lotus Notes, Team Building, Policy, Technical Recruiting, Social Media, Recruiting
Education
University of Minnesota-Twin Cities 2005 — 2011
Bachelor's Degree, Phamacology
University of Wisconsin-Stout 2009 — 2010
Pre-Pharmacy and Beverage Merchandising
University of Wisconsin-Milwaukee 2007 — 2008
Beverage Merchandising
Chi Hi
Cole Rehorst Cole Rehorst's National Mutual Benefit Experience July 2012 - Present
Job Owner, PRECISION DENT REPAIR, LLC
Industry Automotive
Experience
Precision Dent Repair, LLC September 2013 - Present
National Mutual Benefit July 2012 - Present
Brown N Gold October 2008 - May 2012
Skills
Finacial Management, Eye for Details, Thorough Research, Study Skills, Patience, Highly personable, Ethics, Morality, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities, Business, Insurance, Customer Retention, Health Insurance, Customer Service
Education
University of Wyoming 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Laramie County Community College 2007 — 2009
Associate of Science (AS), Accounting
Precision Dent Repair, LLC September 2013 - Present
National Mutual Benefit July 2012 - Present
Brown N Gold October 2008 - May 2012
Skills
Finacial Management, Eye for Details, Thorough Research, Study Skills, Patience, Highly personable, Ethics, Morality, Life Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Fixed Annuities, Business, Insurance, Customer Retention, Health Insurance, Customer Service
Education
University of Wyoming 2009 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Laramie County Community College 2007 — 2009
Associate of Science (AS), Accounting
Christian Laland Christian Laland's National Mutual Benefit Experience July 2009 - September 2010
Job Personal Account Representative at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance April 2011 - Present
Norwegian American Chamber of Commerce January 2009 - Present
National Mutual Benefit July 2009 - September 2010
Wells Fargo January 1996 - February 2009
DNB September 1990 - December 1995
Skills
Insurance, Investments, Trading, Economics, FX
Education
University of Minnesota-Twin Cities 1987 — 1990
BA, Economics
State Farm Insurance April 2011 - Present
Norwegian American Chamber of Commerce January 2009 - Present
National Mutual Benefit July 2009 - September 2010
Wells Fargo January 1996 - February 2009
DNB September 1990 - December 1995
Skills
Insurance, Investments, Trading, Economics, FX
Education
University of Minnesota-Twin Cities 1987 — 1990
BA, Economics
Nancy Speir Nancy Speir's National Mutual Benefit Experience July 2009 - April 2011
Job BOA at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
National Mutual Benefit July 2009 - April 2011
HospiceCare Inc November 2000 - January 2009
Skills
Workshop Facilitation, Leadership Development, Organizational..., Employee Relations, Social Media Marketing, Public Speaking, Long-term Care, Coaching, Training, Community Outreach, Nonprofits, Event Planning, Leadership, Team Building, Program Development, Recruiting, Strategic Planning
Education
Illinois State University 1981 — 1983
MS Ed, Counseling
Edward Jones April 2011 - Present
National Mutual Benefit July 2009 - April 2011
HospiceCare Inc November 2000 - January 2009
Skills
Workshop Facilitation, Leadership Development, Organizational..., Employee Relations, Social Media Marketing, Public Speaking, Long-term Care, Coaching, Training, Community Outreach, Nonprofits, Event Planning, Leadership, Team Building, Program Development, Recruiting, Strategic Planning
Education
Illinois State University 1981 — 1983
MS Ed, Counseling
Fred Graves Fred Graves's National Mutual Benefit Experience January 1987 - Present
Job Superintendent of Agencies at National Mutual Benefit
Industry Insurance
Experience
National Mutual Benefit January 1987 - Present
American Family Insurance June 1978 - September 1987
Skills
Coaching, Training, Technical Writing, Creative Writing, Leadership, Instructional Design, Leadership Development, Employee Training, E-Learning, Curriculum Design, Public Speaking, Teaching, Curriculum Development, Staff Development, Team Building, Fixed Annuities, Insurance, Sales, Disability Insurance, Term Life Insurance, Customer Service, Life Insurance, Employee Benefits
Education
The American College 1987 — 1989
Chartered Financial Consultant
The American College 1984 — 1986
Chartered Life Underwriter
Eastern Illinois University 1968 — 1972
Bachelor of Science, Music Education
University of Wisconsin - Madison
Master of Science, Educational Administration
National Mutual Benefit January 1987 - Present
American Family Insurance June 1978 - September 1987
Skills
Coaching, Training, Technical Writing, Creative Writing, Leadership, Instructional Design, Leadership Development, Employee Training, E-Learning, Curriculum Design, Public Speaking, Teaching, Curriculum Development, Staff Development, Team Building, Fixed Annuities, Insurance, Sales, Disability Insurance, Term Life Insurance, Customer Service, Life Insurance, Employee Benefits
Education
The American College 1987 — 1989
Chartered Financial Consultant
The American College 1984 — 1986
Chartered Life Underwriter
Eastern Illinois University 1968 — 1972
Bachelor of Science, Music Education
University of Wisconsin - Madison
Master of Science, Educational Administration
Pam Wittneben-Gaines's National Mutual Benefit Experience July 2010 - May 2013
Job Executive Director at BNI Illinois Chicago SW Suburbs and Central Northern Counties
Industry Marketing and Advertising
Experience
BNI Chicago SW Suburbs and Central Northern Counties May 2013 - Present
Leroy Consulting, LLC (an independent BNI consultant company) July 2010 - May 2013
National Mutual Benefit July 2010 - May 2013
BNI May 2007 - July 2010
Wittneben Auto Service October 2002 - December 2007
Skills
Leadership, Small Business, Training, Business Networking, Event Planning, Selling, Executive Coaching, Personal Development, Referral Networking, Start-ups, Business Planning, Marketing, Customer Service, Event Management, Team Leadership, Sales, Strategy, Business Coaching, Business Strategy, Team Building, Customer Satisfaction
Education
Kaplan University 2010 — 2012
Life & P&C insurance licenses, Insurance
Management Success 2004 — 2005
(none), Marketing & Finance
Calvin College 1984 — 1986
SCCHS 1980 — 1984
High School Diploma
BNI Chicago SW Suburbs and Central Northern Counties May 2013 - Present
Leroy Consulting, LLC (an independent BNI consultant company) July 2010 - May 2013
National Mutual Benefit July 2010 - May 2013
BNI May 2007 - July 2010
Wittneben Auto Service October 2002 - December 2007
Skills
Leadership, Small Business, Training, Business Networking, Event Planning, Selling, Executive Coaching, Personal Development, Referral Networking, Start-ups, Business Planning, Marketing, Customer Service, Event Management, Team Leadership, Sales, Strategy, Business Coaching, Business Strategy, Team Building, Customer Satisfaction
Education
Kaplan University 2010 — 2012
Life & P&C insurance licenses, Insurance
Management Success 2004 — 2005
(none), Marketing & Finance
Calvin College 1984 — 1986
SCCHS 1980 — 1984
High School Diploma
Audra Carlson Audra Carlson's National Mutual Benefit Experience October 2009 - Present
Job Office Manager at National Mutual Benefit
Industry Insurance
Experience
National Mutual Benefit October 2009 - Present
Skills
Outlook, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Data Entry, Management, Administrative..., Office Management, Life Insurance, Sales, Disability Insurance
Education
Newbury College 1987 — 1990
Computer Information Systems, Data processing / Code writing, Graduate
National Mutual Benefit October 2009 - Present
Skills
Outlook, Insurance, Microsoft Excel, Microsoft Office, Customer Service, Data Entry, Management, Administrative..., Office Management, Life Insurance, Sales, Disability Insurance
Education
Newbury College 1987 — 1990
Computer Information Systems, Data processing / Code writing, Graduate
Diana Setzke Diana Setzke's National Mutual Benefit Experience 1979 - 1994
Job Owner/Director at Diana's DayCare LLC
Industry Consumer Services
Experience
Diana's DayCare LLC April 1997 - Present
CUES 1994 - 1996
National Mutual Benefit 1979 - 1994
Skills
Small Business, Entrepreneurship, New Business Development, Coaching, Start-ups, Marketing Strategy, Business Strategy, Team Building, Strategic Planning, Marketing, Sales Management, Social Media, Small Business..., Employee Training, Performance Management, Project Management, Mac, Early Childhood...
Education
Life Office Management Institute
Fellow, Human Resources Management/Personnel Administration, General
Madison Area Technical College
Early Childhood Education and Teaching
Middleton High School & River Valley High School
Diana's DayCare LLC April 1997 - Present
CUES 1994 - 1996
National Mutual Benefit 1979 - 1994
Skills
Small Business, Entrepreneurship, New Business Development, Coaching, Start-ups, Marketing Strategy, Business Strategy, Team Building, Strategic Planning, Marketing, Sales Management, Social Media, Small Business..., Employee Training, Performance Management, Project Management, Mac, Early Childhood...
Education
Life Office Management Institute
Fellow, Human Resources Management/Personnel Administration, General
Madison Area Technical College
Early Childhood Education and Teaching
Middleton High School & River Valley High School
Kris Whitman Kris Whitman's National Mutual Benefit Experience 2002 - 2004
Job Financial Planning Assistant at Strategic Wealth
Industry Financial Services
Experience
Investment Centers of America February 2013 - Present
Strategic Wealth 2013 - Present
AIS Planning September 2007 - January 2010
Aflac 2004 - 2007
National Mutual Benefit 2002 - 2004
Piper Jaffray January 1988 - November 2002
Skills
Mutual Funds, Investments, Retirement, Investment Advisory, Securities, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning
Education
Bismarck State College
St. Cloud State University
Investment Centers of America February 2013 - Present
Strategic Wealth 2013 - Present
AIS Planning September 2007 - January 2010
Aflac 2004 - 2007
National Mutual Benefit 2002 - 2004
Piper Jaffray January 1988 - November 2002
Skills
Mutual Funds, Investments, Retirement, Investment Advisory, Securities, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning
Education
Bismarck State College
St. Cloud State University
Trenton Nyhus Trenton Nyhus's National Mutual Benefit Experience October 2014 - Present
Job District Representative
Industry Insurance
Experience
National Mutual Benefit October 2014 - Present
Turtle Lake High School June 2012 - Present
Family First Life March 2014 - October 2014
American Marketing & Publishing, Llc January 2013 - March 2014
National Scouting Report May 2012 - October 2013
University of Minnesota Crookston September 2011 - May 2012
Skills
Sports, Sales, Football, Sports Management, Cold Calling, Sports Marketing, Coaching, Weightlifting, Event Planning, Social Media Marketing, Marketing, Facebook, Social Media, Time Management, Student Leadership, Strength Training, Team Building, Life Insurance, Direct Sales, Event Management, Advertising, Customer Service, Sales Process, Wellness Coaching, Sales Management, Leadership Development, Sports Coaching, Fundraising, Account Management, Strength
Education
University of Minnesota-Crookston 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Sport and Fitness Administration/Management
National Mutual Benefit October 2014 - Present
Turtle Lake High School June 2012 - Present
Family First Life March 2014 - October 2014
American Marketing & Publishing, Llc January 2013 - March 2014
National Scouting Report May 2012 - October 2013
University of Minnesota Crookston September 2011 - May 2012
Skills
Sports, Sales, Football, Sports Management, Cold Calling, Sports Marketing, Coaching, Weightlifting, Event Planning, Social Media Marketing, Marketing, Facebook, Social Media, Time Management, Student Leadership, Strength Training, Team Building, Life Insurance, Direct Sales, Event Management, Advertising, Customer Service, Sales Process, Wellness Coaching, Sales Management, Leadership Development, Sports Coaching, Fundraising, Account Management, Strength
Education
University of Minnesota-Crookston 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Sport and Fitness Administration/Management
Nick Petersen Nick Petersen's National Mutual Benefit Experience September 2009 - December 2009
Job Sales & Service Manager at US Bank
Industry Banking
Experience
US Bank September 2014 - Present
US Bank September 2013 - August 2014
US Bank October 2010 - September 2013
Nick Petersen for State Senate November 2008 - November 2010
National Mutual Benefit September 2009 - December 2009
Lakeshore Weekly News May 2004 - June 2009
Great River Federal Credit Union May 2001 - January 2004
Skills
Banking, Sales, Commercial Lending, Cash Management, Investments, Mortgage Banking, Sales Management, Life Insurance, Refinance, Advertising, Commercial Banking, Financial Services, Small Business Lending, Credit, Financial Analysis, Mortgage Lending, Relationship Management, Customer Service, Selling, Credit Analysis, Loan Origination, Credit Risk, Leadership, Portfolio Management, Fixed Annuities, Finance, Loans, Cross Selling, Marketing, Risk Management
Education
St. Cloud State University 1999 — 2003
Business, Finance
US Bank September 2014 - Present
US Bank September 2013 - August 2014
US Bank October 2010 - September 2013
Nick Petersen for State Senate November 2008 - November 2010
National Mutual Benefit September 2009 - December 2009
Lakeshore Weekly News May 2004 - June 2009
Great River Federal Credit Union May 2001 - January 2004
Skills
Banking, Sales, Commercial Lending, Cash Management, Investments, Mortgage Banking, Sales Management, Life Insurance, Refinance, Advertising, Commercial Banking, Financial Services, Small Business Lending, Credit, Financial Analysis, Mortgage Lending, Relationship Management, Customer Service, Selling, Credit Analysis, Loan Origination, Credit Risk, Leadership, Portfolio Management, Fixed Annuities, Finance, Loans, Cross Selling, Marketing, Risk Management
Education
St. Cloud State University 1999 — 2003
Business, Finance
Rebecca Vance Rebecca Vance's National Mutual Benefit Experience October 2009 - December 2011
Job District Supervisor at H&R Block
Industry Accounting
Experience
H&R Block September 2015 - Present
H&R Block December 2011 - September 2015
National Mutual Benefit October 2009 - December 2011
National Mutual Benefit July 2007 - October 2009
Pitney Bowes 1996 - 1997
Skills
Disability Insurance, Fixed Annuities, Customer Service, IRAs, Sales, Life Insurance, Budgets, Finance, Insurance, Strategic Financial..., Small Business, Financial Analysis, Payroll, Leadership, Customer Insight, Customer Relations, Customer Retention, Customer Satisfaction, Employee Benefits, Income Tax, Management, Marketing Strategy, New Business Development, Supervisory Skills, Tax Preparation, Tax Returns, Team Building
Education
Northwood University 1992 — 1996
Bachelors, Marketing/Management
H&R Block September 2015 - Present
H&R Block December 2011 - September 2015
National Mutual Benefit October 2009 - December 2011
National Mutual Benefit July 2007 - October 2009
Pitney Bowes 1996 - 1997
Skills
Disability Insurance, Fixed Annuities, Customer Service, IRAs, Sales, Life Insurance, Budgets, Finance, Insurance, Strategic Financial..., Small Business, Financial Analysis, Payroll, Leadership, Customer Insight, Customer Relations, Customer Retention, Customer Satisfaction, Employee Benefits, Income Tax, Management, Marketing Strategy, New Business Development, Supervisory Skills, Tax Preparation, Tax Returns, Team Building
Education
Northwood University 1992 — 1996
Bachelors, Marketing/Management
Angela Larson's National Mutual Benefit Experience August 2009 - May 2010
Job Sr. Financial Analyst at Alliant Energy
Industry Utilities
Experience
Alliant Energy June 2012 - Present
Alliant Energy May 2011 - June 2012
Alliant Energy May 2010 - May 2011
National Mutual Benefit August 2009 - May 2010
Skills
Accounting, Software Documentation, Financial Reporting, Sarbanes-Oxley Act, Budgets, Finance, Variance Analysis
Education
Minnesota State University, Mankato 2003 — 2009
Bachelor of Science, Accounting
Alliant Energy June 2012 - Present
Alliant Energy May 2011 - June 2012
Alliant Energy May 2010 - May 2011
National Mutual Benefit August 2009 - May 2010
Skills
Accounting, Software Documentation, Financial Reporting, Sarbanes-Oxley Act, Budgets, Finance, Variance Analysis
Education
Minnesota State University, Mankato 2003 — 2009
Bachelor of Science, Accounting
Maggie Corry's National Mutual Benefit Experience May 2008 - August 2010
Job Associate at Fund Development Corporation
Industry Nonprofit Organization Management
Experience
Fund Development Corporation July 2014 - Present
Third Street Music School June 2012 - July 2014
NYU Rudin Center for Transportation September 2011 - May 2012
Third Street Music School January 2011 - June 2011
National Mutual Benefit May 2008 - August 2010
Wisconsin Arts Board August 2007 - May 2008
Rotary Club of Milwaukee, Inc June 2006 - September 2006
Milwaukee Repertory Theater May 2006 - August 2006
Skills
Non-profits, Fundraising, Event Management, Editing, Writing, Public Speaking, Event Planning, Microsoft Office, Volunteer Management, Excel, PowerPoint, Customer Service, Newsletters, Emotional Intelligence, Nonprofits, Marketing, Management, Microsoft Excel, Program Development, Research
Education
New York University 2010 — 2012
Master of Public Administration (MPA), Non-Profit Management
University of Wisconsin-Madison 2004 — 2008
BA, Art History
Scuola Lorenzo de Medici 2007 — 2007
BA, Art History
Fund Development Corporation July 2014 - Present
Third Street Music School June 2012 - July 2014
NYU Rudin Center for Transportation September 2011 - May 2012
Third Street Music School January 2011 - June 2011
National Mutual Benefit May 2008 - August 2010
Wisconsin Arts Board August 2007 - May 2008
Rotary Club of Milwaukee, Inc June 2006 - September 2006
Milwaukee Repertory Theater May 2006 - August 2006
Skills
Non-profits, Fundraising, Event Management, Editing, Writing, Public Speaking, Event Planning, Microsoft Office, Volunteer Management, Excel, PowerPoint, Customer Service, Newsletters, Emotional Intelligence, Nonprofits, Marketing, Management, Microsoft Excel, Program Development, Research
Education
New York University 2010 — 2012
Master of Public Administration (MPA), Non-Profit Management
University of Wisconsin-Madison 2004 — 2008
BA, Art History
Scuola Lorenzo de Medici 2007 — 2007
BA, Art History
Chris Schiefer's National Mutual Benefit Experience October 2005 - September 2010
Job Director of advanced life sales at Game Plan Financial
Industry Financial Services
Experience
Game Plan Financial Advisors, LLC September 2015 - Present
Game Plan Financial 2015 - Present
United Advisors May 2014 - August 2015
Modern Woodmen of America September 2010 - June 2014
National Mutual Benefit October 2005 - September 2010
Schiefer Insurance services October 2000 - November 2005
Skills
Insurance, Team Building, Health Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Long Term Care Insurance, Retirement, IRAs, Mutual Funds, 401k, Universal Life, Whole Life, Variable Annuities, 401k Rollovers, Series 63, Roth IRA, Securities, Wealth Accumulation, Brokers, FINRA, Income Protection, Health Savings Accounts, Financial Services, Series 6, Recruiting, Employee Benefits, Wealth, Investment Strategies, Investments, Strategic Financial..., Underwriting, Financial Planners, Series 7, Personal Financial..., Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Goals, Life, Wealth Management..., Insurance Brokerage, Permanent Life Insurance, Licensed Life, Financial Planning
Education
University of Wisconsin-Parkside 1997 — 1998
BA, Business/law
Charleston Southern University 1993 — 1995
Political Science and Government
Game Plan Financial Advisors, LLC September 2015 - Present
Game Plan Financial 2015 - Present
United Advisors May 2014 - August 2015
Modern Woodmen of America September 2010 - June 2014
National Mutual Benefit October 2005 - September 2010
Schiefer Insurance services October 2000 - November 2005
Skills
Insurance, Team Building, Health Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Long Term Care Insurance, Retirement, IRAs, Mutual Funds, 401k, Universal Life, Whole Life, Variable Annuities, 401k Rollovers, Series 63, Roth IRA, Securities, Wealth Accumulation, Brokers, FINRA, Income Protection, Health Savings Accounts, Financial Services, Series 6, Recruiting, Employee Benefits, Wealth, Investment Strategies, Investments, Strategic Financial..., Underwriting, Financial Planners, Series 7, Personal Financial..., Asset Allocation, Retirement Plan..., Qualified Retirement..., Financial Goals, Life, Wealth Management..., Insurance Brokerage, Permanent Life Insurance, Licensed Life, Financial Planning
Education
University of Wisconsin-Parkside 1997 — 1998
BA, Business/law
Charleston Southern University 1993 — 1995
Political Science and Government
Plummer Mary's National Mutual Benefit Experience 1992 - 2006
Job Executive Assistant at Dean Health System
Industry Medical Practice
Experience
Dean Health System February 2007 - Present
National Mutual Benefit 1992 - 2006
Skills
Healthcare, Outlook, Data Entry, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Process Improvement, Employee Relations, Budgets, Training
Education
Cardinal Stritch University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UW- Platteville 1999 — 2004
Business Administration
Madison Area Technical College 1990 — 1992
Associate Degree, Business Mid Management
UW - Madison 1988 — 1990
English
Dean Health System February 2007 - Present
National Mutual Benefit 1992 - 2006
Skills
Healthcare, Outlook, Data Entry, PowerPoint, Microsoft Office, Customer Service, Public Speaking, Microsoft Excel, Microsoft Word, Process Improvement, Employee Relations, Budgets, Training
Education
Cardinal Stritch University 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
UW- Platteville 1999 — 2004
Business Administration
Madison Area Technical College 1990 — 1992
Associate Degree, Business Mid Management
UW - Madison 1988 — 1990
English
Sheri Yarosh's National Mutual Benefit Experience February 2010 - November 2010
Job Independent Contractor for Two Companies
Industry Nonprofit Organization Management
Experience
KSB College Consulting August 2013 - Present
National Company Twin Cities location July 2013 - Present
Twin Cities Office of National Company January 2011 - January 2012
National Mutual Benefit February 2010 - November 2010
Psychiatric Recovery PA January 2000 - December 2008
Freelance Marketing-Marketing Research Consultant January 1996 - March 2000
Jewish Communty Relations Council of Minnesota and the Dakotas November 1995 - December 1996
Martin Williams Advertising, Ocean Spray Cranberries, Land O'Lakes, and General Mills July 1988 - October 1995
Skills
Investments, Fixed Annuities, Series 7, Strategic Planning, Portfolio Management, Management Consulting, Public Speaking, Project Management, Marketing Strategy, Long-term Care, Change Management, Social Media, Business Analysis, Coaching, Customer Service, Team Leadership, Process Improvement, Entrepreneurship, Business Strategy, Budgeting, Quickbooks accounting..., Qualitative Research, Quantitative Research, Survey Design, Business Tax Planning, Moderating, Program coordination..., Personal Financial..., Human Resource..., Administration, Supervision, Insurance, Event Planning, Leadership, Program Development, Market Research, Budgets, Research
Education
University of Michigan 1985 — 1988
MBA-MPP, Marketing and Public Policy
University of California Berkeley 1981 — 1985
BA, Political Economy of Industrial Societies
KSB College Consulting August 2013 - Present
National Company Twin Cities location July 2013 - Present
Twin Cities Office of National Company January 2011 - January 2012
National Mutual Benefit February 2010 - November 2010
Psychiatric Recovery PA January 2000 - December 2008
Freelance Marketing-Marketing Research Consultant January 1996 - March 2000
Jewish Communty Relations Council of Minnesota and the Dakotas November 1995 - December 1996
Martin Williams Advertising, Ocean Spray Cranberries, Land O'Lakes, and General Mills July 1988 - October 1995
Skills
Investments, Fixed Annuities, Series 7, Strategic Planning, Portfolio Management, Management Consulting, Public Speaking, Project Management, Marketing Strategy, Long-term Care, Change Management, Social Media, Business Analysis, Coaching, Customer Service, Team Leadership, Process Improvement, Entrepreneurship, Business Strategy, Budgeting, Quickbooks accounting..., Qualitative Research, Quantitative Research, Survey Design, Business Tax Planning, Moderating, Program coordination..., Personal Financial..., Human Resource..., Administration, Supervision, Insurance, Event Planning, Leadership, Program Development, Market Research, Budgets, Research
Education
University of Michigan 1985 — 1988
MBA-MPP, Marketing and Public Policy
University of California Berkeley 1981 — 1985
BA, Political Economy of Industrial Societies
Lindsey Hilberg's National Mutual Benefit Experience August 2003 - November 2003
Job
Industry Information Technology and Services
Experience
TEKsystems Schaumburg March 2010 - Present
Sharp Auto & Truck February 2008 - August 2009
Equity Builders October 2007 - February 2008
Long Beach Mortgage November 2005 - December 2006
Long Beach Mortgage September 2004 - November 2005
FindMRO by Grainger November 2003 - August 2004
National Mutual Benefit August 2003 - November 2003
Total Car Total Care September 2000 - August 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Windows, HTML, Outlook, Training, Access, Payroll, Data Entry
Education
Crystal Lake South High School 1996 — 2000
High School Diploma
McHenry County College
TEKsystems Schaumburg March 2010 - Present
Sharp Auto & Truck February 2008 - August 2009
Equity Builders October 2007 - February 2008
Long Beach Mortgage November 2005 - December 2006
Long Beach Mortgage September 2004 - November 2005
FindMRO by Grainger November 2003 - August 2004
National Mutual Benefit August 2003 - November 2003
Total Car Total Care September 2000 - August 2003
Skills
Customer Service, Microsoft Office, Microsoft Excel, Windows, HTML, Outlook, Training, Access, Payroll, Data Entry
Education
Crystal Lake South High School 1996 — 2000
High School Diploma
McHenry County College
Brian Passehl's National Mutual Benefit Experience July 2014 - Present
Job District Manager at National Mutual Benefit, FIC
Industry Insurance
Experience
National Mutual Benefit July 2014 - Present
American Family Insurance January 2013 - May 2014
American Family Insurance January 2009 - January 2013
Wisconsin State Bank September 2003 - January 2009
Skills
Commercial Insurance, Life Insurance, Property & Casualty..., Public Speaking, Whole Life, Homeowners, Microsoft Office, Term Life Insurance, Financial Analysis, Casualty, Strategic Financial..., Insurance, Health Insurance, Umbrella Insurance, Team Building, Customer Service, Renters, Casualty Insurance, Sales, Leadership
Education
University of Wisconsin-Oshkosh 2015 — 2016
Executive MBA
Lakeland College 1992 — 1995
Bachelor of Arts (B.A.), Marketing
SFHS
National Mutual Benefit July 2014 - Present
American Family Insurance January 2013 - May 2014
American Family Insurance January 2009 - January 2013
Wisconsin State Bank September 2003 - January 2009
Skills
Commercial Insurance, Life Insurance, Property & Casualty..., Public Speaking, Whole Life, Homeowners, Microsoft Office, Term Life Insurance, Financial Analysis, Casualty, Strategic Financial..., Insurance, Health Insurance, Umbrella Insurance, Team Building, Customer Service, Renters, Casualty Insurance, Sales, Leadership
Education
University of Wisconsin-Oshkosh 2015 — 2016
Executive MBA
Lakeland College 1992 — 1995
Bachelor of Arts (B.A.), Marketing
SFHS
Nathan Lindley's National Mutual Benefit Experience March 2006 - Present
Job Programmer/Analyst at National Mutual Benefit
Industry
Experience
National Mutual Benefit March 2006 - Present
RHT 2015 - 2015
Skills
Microsoft SQL Server, XML, JavaScript, ASP.NET, C#, SQL, T-SQL, .NET, VB.NET, WCF, Crystal Reports, SSIS, TFS, ASP.NET MVC, ASP, SSRS, VBScript, Databases, Visual Basic, Visual Studio
Education
Madison Area Technical College 2003 — 2006
CIS - Web Programmer/Analyst, IT
National Mutual Benefit March 2006 - Present
RHT 2015 - 2015
Skills
Microsoft SQL Server, XML, JavaScript, ASP.NET, C#, SQL, T-SQL, .NET, VB.NET, WCF, Crystal Reports, SSIS, TFS, ASP.NET MVC, ASP, SSRS, VBScript, Databases, Visual Basic, Visual Studio
Education
Madison Area Technical College 2003 — 2006
CIS - Web Programmer/Analyst, IT