US Bancorp Investment Inc
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US Bancorp Investment Inc Employees
Employee
Years
Job
Industry
Kerry Pavek Kerry Pavek's US Bancorp Investment Inc Experience 1998 - 2000
Job Sr Marketing Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2007 - 2014
RiverSource 2003 - 2007
RiverSource 2000 - 2003
US Bancorp Investment Inc 1998 - 2000
Martin Williams 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Segmentation, Email Marketing, Marketing, Product Marketing, Integrated Marketing, Strategic Communications, Program Management, Financial Services, Variable Annuities, Fixed Annuities, Advertising, Corporate Communications
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts (BA), Art History
University of Minnesota-Twin Cities
Bachelor's degree -Art History
Ameriprise Financial Services, Inc. 2014 - Present
Ameriprise Financial Services, Inc. 2007 - 2014
RiverSource 2003 - 2007
RiverSource 2000 - 2003
US Bancorp Investment Inc 1998 - 2000
Martin Williams 1995 - 1998
Skills
Marketing Strategy, Marketing Communications, Segmentation, Email Marketing, Marketing, Product Marketing, Integrated Marketing, Strategic Communications, Program Management, Financial Services, Variable Annuities, Fixed Annuities, Advertising, Corporate Communications
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor of Arts (BA), Art History
University of Minnesota-Twin Cities
Bachelor's degree -Art History
Thomas Kinch Thomas Kinch's US Bancorp Investment Inc Experience June 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
US Bancorp Investment Inc June 2015 - Present
Scottrade 2008 - 2014
Starbucks January 2003 - January 2007
Skills
Stock Market, Financial Services, Seminars, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Portfolio Management, Management, CRM, Series 63, Training
Education
California State University-Los Angeles 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
US Bancorp Investment Inc June 2015 - Present
Scottrade 2008 - 2014
Starbucks January 2003 - January 2007
Skills
Stock Market, Financial Services, Seminars, Sales, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Portfolio Management, Management, CRM, Series 63, Training
Education
California State University-Los Angeles 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Jay Wille Jay Wille's US Bancorp Investment Inc Experience September 2001 - September 2004
Job Supervisor, Broker Services
Industry Insurance
Experience
UnitedHealth Group February 2015 - Present
Cabintek, LLC April 2014 - September 2014
New York Life Insurance Company 2010 - February 2014
MetLife June 2009 - October 2010
AXA Advisors, LLC September 2006 - June 2009
Baylake Bank October 2004 - August 2006
US Bancorp Investment Inc September 2001 - September 2004
Skills
New Business Development, Sales Management, Small Business..., Employee Benefits, Business Development, Finance, Small Business, Investments, Insurance, Retirement, Risk Management, Mutual Funds, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Outsourcing, Financial Services, Business Planning, Banking, Leadership, Team Building, Strategic Planning, Customer Service, Marketing Strategy, Training
Education
Embry-Riddle Aeronautical University-Worldwide 2004 — 2006
Master of Business Administration (MBA), Aviation Management
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Political Science
UnitedHealth Group February 2015 - Present
Cabintek, LLC April 2014 - September 2014
New York Life Insurance Company 2010 - February 2014
MetLife June 2009 - October 2010
AXA Advisors, LLC September 2006 - June 2009
Baylake Bank October 2004 - August 2006
US Bancorp Investment Inc September 2001 - September 2004
Skills
New Business Development, Sales Management, Small Business..., Employee Benefits, Business Development, Finance, Small Business, Investments, Insurance, Retirement, Risk Management, Mutual Funds, Financial Analysis, Portfolio Management, Mergers & Acquisitions, Outsourcing, Financial Services, Business Planning, Banking, Leadership, Team Building, Strategic Planning, Customer Service, Marketing Strategy, Training
Education
Embry-Riddle Aeronautical University-Worldwide 2004 — 2006
Master of Business Administration (MBA), Aviation Management
University of Wisconsin-Green Bay 1989 — 1993
Bachelor of Science (B.S.), Business Administration and Political Science
Dana Sherwood Dana Sherwood's US Bancorp Investment Inc Experience January 2015 - Present
Job Digital Platforms Product Manager | SaaS Expert | Technology Leader | Wealth Management
Industry Financial Services
Experience
US Bancorp Investment Inc January 2015 - Present
Hearsay Social August 2013 - April 2014
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Geller & Company 2001 - 2004
Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM
Education
University of California, Davis
Bachelor's Degree, Art History
New York University 1999 — 2002
Project Management
US Bancorp Investment Inc January 2015 - Present
Hearsay Social August 2013 - April 2014
Morgan Stanley Wealth Management 2012 - 2013
Merrill Lynch 2010 - 2012
Merrill Lynch 2009 - 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2007 - 2008
Merrill Lynch 2005 - 2007
Merrill Lynch 2004 - 2005
Geller & Company 2001 - 2004
Skills
Risk Management, Program Management, Leadership, Financial Services, Management, Strategic Planning, Business Development, Project Management, Social Media, Analytics, Vendor Management, IT Strategy, Marketing Strategy, Portfolio Management, Strategy, SaaS, CRM
Education
University of California, Davis
Bachelor's Degree, Art History
New York University 1999 — 2002
Project Management
Pierre Bossaert, CFP®, MS, MPAS Pierre Bossaert, CFP®, MS, MPAS's US Bancorp Investment Inc Experience July 2015 - Present
Job Group Product Manager | Vice President | Head of Digital Advice Solutions at US Bancorp Investment Inc
Industry Information Technology and Services
Experience
US Bancorp Investment Inc July 2015 - Present
EMstart September 2014 - Present
Granite Solutions Groupe, Inc. May 2015 - July 2015
Fiserv 2010 - March 2014
AdviceAmerica 2005 - 2010
Charles Schwab & Co., Inc. 2001 - 2005
Charles Schwab 2000 - 2001
Charles Schwab & Co., Inc. 1994 - 2000
Skills
Product Management, Business Intelligence, Financial Services, Wealth Management, Strategic Financial..., Leadership, Software Development, Vendor Management, Requirements Analysis, Requirements Management, Management, Project Management, Product Development, Business Analysis, Business Requirements, Holistic Financial..., Product Marketing, Asset Management, SaaS, Pragmatic Marketing..., Certified Financial..., FPA, User Interface Design, Strategy, Enterprise Software, Integration, Project Planning, Team Leadership, Development Of Employees, Strategic Planning, Emerging Technologies, PaaS, Portfolio Management, Risk Management, P&L Management, Strategic Partnerships, Competitive Analysis, RUP Methodologies, Agile Methodologies, Scrum, Creative Problem Solving, Executive Management, Financial Planning
Education
College for Financial Planning
Master's Degree, Personal Financial Planning
Santa Clara University
Bachelor's Degree, Psychology
Stanford University
Advanced Project Management Program
US Bancorp Investment Inc July 2015 - Present
EMstart September 2014 - Present
Granite Solutions Groupe, Inc. May 2015 - July 2015
Fiserv 2010 - March 2014
AdviceAmerica 2005 - 2010
Charles Schwab & Co., Inc. 2001 - 2005
Charles Schwab 2000 - 2001
Charles Schwab & Co., Inc. 1994 - 2000
Skills
Product Management, Business Intelligence, Financial Services, Wealth Management, Strategic Financial..., Leadership, Software Development, Vendor Management, Requirements Analysis, Requirements Management, Management, Project Management, Product Development, Business Analysis, Business Requirements, Holistic Financial..., Product Marketing, Asset Management, SaaS, Pragmatic Marketing..., Certified Financial..., FPA, User Interface Design, Strategy, Enterprise Software, Integration, Project Planning, Team Leadership, Development Of Employees, Strategic Planning, Emerging Technologies, PaaS, Portfolio Management, Risk Management, P&L Management, Strategic Partnerships, Competitive Analysis, RUP Methodologies, Agile Methodologies, Scrum, Creative Problem Solving, Executive Management, Financial Planning
Education
College for Financial Planning
Master's Degree, Personal Financial Planning
Santa Clara University
Bachelor's Degree, Psychology
Stanford University
Advanced Project Management Program
Cord Houle Cord Houle's US Bancorp Investment Inc Experience August 2012 - August 2013
Job Project Manager at U.S. Bank
Industry Financial Services
Experience
Major Financial Services Firm August 2013 - Present
US Bancorp Investment Inc August 2012 - August 2013
US Bancorp Investment Inc August 2011 - August 2012
Ameriprise Financial Services, Inc. September 2010 - July 2011
University of Minnesota May 2008 - May 2009
Wells Fargo May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Series 24, Finance, Investments, Financial Markets, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Microsoft Excel
Education
University of Minnesota Duluth 2005 — 2009
Bachelor, Finance
University of Minnesota Duluth 2005 — 2009
Bachelor, Organizational Management
Major Financial Services Firm August 2013 - Present
US Bancorp Investment Inc August 2012 - August 2013
US Bancorp Investment Inc August 2011 - August 2012
Ameriprise Financial Services, Inc. September 2010 - July 2011
University of Minnesota May 2008 - May 2009
Wells Fargo May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Series 24, Finance, Investments, Financial Markets, Financial Analysis, Trading, Portfolio Management, Mutual Funds, Equities, Financial Modeling, Microsoft Excel
Education
University of Minnesota Duluth 2005 — 2009
Bachelor, Finance
University of Minnesota Duluth 2005 — 2009
Bachelor, Organizational Management
Christopher David Meyer Christopher David Meyer's US Bancorp Investment Inc Experience 2003 - 2015
Job Financial Advisor Certified Financial Planner®
Industry Financial Services
Experience
US BANCORP INVESTMENTS, INC AND INSURANCE SERVICES, LLC. November 2003 - Present
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
D.A. Davidson & Co. November 2002 - October 2003
Washington Mutual September 1998 - October 2002
Education
University of Montana 1993 — 1998
Business Admin., Finance
US BANCORP INVESTMENTS, INC AND INSURANCE SERVICES, LLC. November 2003 - Present
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
D.A. Davidson & Co. November 2002 - October 2003
Washington Mutual September 1998 - October 2002
Education
University of Montana 1993 — 1998
Business Admin., Finance
Paul Schuring's US Bancorp Investment Inc Experience August 2015 - Present
Job Experienced Financial Advisor, Manager and Sales Trainer
Industry Financial Services
Experience
US Bancorp Investment Inc August 2015 - Present
Associated Investment Services 2012 - July 2015
Edward Jones Investments 2008 - 2012
Nicor Energy Services Company 2003 - 2008
Retail OperationsVerizon Wireless 1997 - 2002
Woodstock Brick & Supply 1983 - 1996
Skills
Selling Skills, Customer Service..., Licensing, Training, Retail, Investments, Performance Management, Finance, Account Management, Sales Management, Life Insurance, Budgets, Customer Service, Marketing, Insurance, Analysis, Business Development, Business Planning, Call Center, Coaching, Change Management, Employee Benefits, Direct Sales, Customer Satisfaction, Inventory Management, Forecasting, Financial Analysis, Management, Microsoft Excel, Negotiation, Recruiting, Payroll, New Business Development, Sales, Team Building, Start-ups, Series 7, Time Management, Term Life Insurance, Team Leadership
Education
Judson University
Bachelor of Arts (B.A.), Management and Leadership
Harper College
DeVry Institute of Technology
Telecommunications
University of Wisconsin-Whitewater
Accounting
Elgin Community College
Associate of Science (A.S.), Accounting & Math
Larkin High School
HS Diploma, General Studies
US Bancorp Investment Inc August 2015 - Present
Associated Investment Services 2012 - July 2015
Edward Jones Investments 2008 - 2012
Nicor Energy Services Company 2003 - 2008
Retail OperationsVerizon Wireless 1997 - 2002
Woodstock Brick & Supply 1983 - 1996
Skills
Selling Skills, Customer Service..., Licensing, Training, Retail, Investments, Performance Management, Finance, Account Management, Sales Management, Life Insurance, Budgets, Customer Service, Marketing, Insurance, Analysis, Business Development, Business Planning, Call Center, Coaching, Change Management, Employee Benefits, Direct Sales, Customer Satisfaction, Inventory Management, Forecasting, Financial Analysis, Management, Microsoft Excel, Negotiation, Recruiting, Payroll, New Business Development, Sales, Team Building, Start-ups, Series 7, Time Management, Term Life Insurance, Team Leadership
Education
Judson University
Bachelor of Arts (B.A.), Management and Leadership
Harper College
DeVry Institute of Technology
Telecommunications
University of Wisconsin-Whitewater
Accounting
Elgin Community College
Associate of Science (A.S.), Accounting & Math
Larkin High School
HS Diploma, General Studies
Sean Alger Sean Alger's US Bancorp Investment Inc Experience May 2015 - Present
Job Private Client Associate at US Bancorp Investment Inc
Industry Financial Services
Experience
US Bancorp Investment Inc May 2015 - Present
Influence & Co. May 2013 - August 2014
Influence & Co. March 2013 - May 2013
U.S. Bank May 2011 - August 2011
BMO Harris Bank August 2009 - August 2010
Skills
Financial Analysis, Investment Strategies, Sales, Social Media Marketing, Public Relations, Marketing, Team Leadership, Web Design, Data Mining, Microsoft Excel, Economics, Social Media, Microsoft Office, Facebook, HTML, Web Development, Web Analytics, MySQL, Statistical Data..., Photoshop, Software Troubleshooting, Salesforce.com
Education
University of Missouri-Columbia 2010 — 2015
Bachelor's Degree, Finance and Banking
University of Missouri-Columbia 2010 — 2015
Minor, Economics
US Bancorp Investment Inc May 2015 - Present
Influence & Co. May 2013 - August 2014
Influence & Co. March 2013 - May 2013
U.S. Bank May 2011 - August 2011
BMO Harris Bank August 2009 - August 2010
Skills
Financial Analysis, Investment Strategies, Sales, Social Media Marketing, Public Relations, Marketing, Team Leadership, Web Design, Data Mining, Microsoft Excel, Economics, Social Media, Microsoft Office, Facebook, HTML, Web Development, Web Analytics, MySQL, Statistical Data..., Photoshop, Software Troubleshooting, Salesforce.com
Education
University of Missouri-Columbia 2010 — 2015
Bachelor's Degree, Finance and Banking
University of Missouri-Columbia 2010 — 2015
Minor, Economics
Joshua Katz Joshua Katz's US Bancorp Investment Inc Experience November 2007 - July 2011
Job Assistant Private Banker at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking July 2012 - Present
US Bancorp Investment Inc November 2007 - July 2011
UPS September 1998 - September 2008
Skills
Management, Coaching, Finance, Strategic Financial..., Team Building, Public Speaking, Financial Analysis, Sales, Small Business, Security, Customer Service, Social Networking, Entrepreneurship, Marketing, Leadership, Fitness, Budgets, New Business Development, Microsoft Office, Strategic Planning, Social Media Marketing, Leadership Development, Nutrition, Team Leadership, Training, Sales Management, Business Development, Cash Flow, Business Analysis, Salesforce.com, Account Management, Team Management, Consulting, Strategic Consulting, Tax Law, General Insurance
Education
National Louis University 2002 — 2006
Criminal Psychology, Criminal Psychology
College of DuPage 2000 — 2002
Associates, Criminal Justice
BMO Private Banking July 2012 - Present
US Bancorp Investment Inc November 2007 - July 2011
UPS September 1998 - September 2008
Skills
Management, Coaching, Finance, Strategic Financial..., Team Building, Public Speaking, Financial Analysis, Sales, Small Business, Security, Customer Service, Social Networking, Entrepreneurship, Marketing, Leadership, Fitness, Budgets, New Business Development, Microsoft Office, Strategic Planning, Social Media Marketing, Leadership Development, Nutrition, Team Leadership, Training, Sales Management, Business Development, Cash Flow, Business Analysis, Salesforce.com, Account Management, Team Management, Consulting, Strategic Consulting, Tax Law, General Insurance
Education
National Louis University 2002 — 2006
Criminal Psychology, Criminal Psychology
College of DuPage 2000 — 2002
Associates, Criminal Justice
Ryan Ripperger's US Bancorp Investment Inc Experience January 2011 - November 2011
Job Securities Professional
Industry Financial Services
Experience
US Bank November 2011 - Present
US Bancorp Investment Inc January 2011 - November 2011
Kansas City Board of Trade January 2006 - August 2007
Education
The University of Kansas 2002 — 2008
BA, Economics
US Bank November 2011 - Present
US Bancorp Investment Inc January 2011 - November 2011
Kansas City Board of Trade January 2006 - August 2007
Education
The University of Kansas 2002 — 2008
BA, Economics
Marcus Turen Marcus Turen's US Bancorp Investment Inc Experience December 2014 - Present
Job Cash Control Operations Manager at a local investment firm
Industry Banking
Experience
US Bancorp Investment Inc December 2014 - Present
Bank of the West April 2007 - July 2014
Target August 2005 - August 2013
Luther College September 2009 - December 2012
Country Inn & Suites By Carlson September 2008 - April 2009
Skills
Outstanding Customer..., Customer Satisfaction, Sales, Management, Retail Banking, French, Financial Audits, Computer Proficiency, Cash Handling Experience, Microsoft Office, Travel Planning, Strategic Planning, Retail Sales, Merchandising, Analysis, Customer Service, Editing, Teamwork, Training, PowerPoint
Education
Luther College 2008 — 2012
Bachelor of Arts (B.A.), Philosophy and French Language
Université Rennes II - Haute-Bretagne 2011 — 2012
CIEE, French Language and Literature
US Bancorp Investment Inc December 2014 - Present
Bank of the West April 2007 - July 2014
Target August 2005 - August 2013
Luther College September 2009 - December 2012
Country Inn & Suites By Carlson September 2008 - April 2009
Skills
Outstanding Customer..., Customer Satisfaction, Sales, Management, Retail Banking, French, Financial Audits, Computer Proficiency, Cash Handling Experience, Microsoft Office, Travel Planning, Strategic Planning, Retail Sales, Merchandising, Analysis, Customer Service, Editing, Teamwork, Training, PowerPoint
Education
Luther College 2008 — 2012
Bachelor of Arts (B.A.), Philosophy and French Language
Université Rennes II - Haute-Bretagne 2011 — 2012
CIEE, French Language and Literature
Michelle Swenson Michelle Swenson's US Bancorp Investment Inc Experience September 2009 - August 2010
Job Service Consultant at Prudential Financial
Industry Financial Services
Experience
Prudential Financial August 2010 - Present
US Bancorp Investment Inc September 2009 - August 2010
The Hartford September 2006 - September 2009
The Hartford April 2005 - September 2006
Skills
Written Communication, Customer Service, Customer Satisfaction, Problem Solving, Critical Thinking, Data Analysis, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Time Management, Diverse Groups, Diverse Groups Of People, Conflict Resolution, Scheduling, Training & Development, Mentoring, Coaching & Mentoring, Subject Matter Experts, Interviewing Skills, Procedure Development, Policy Research, Account Reconciliation, Fund Administration, Teamwork, Cross-training, Sarbanes-Oxley Act, Communication, Life Insurance, Human Behavior, Business Management, Psychology, Lotus Notes, Staff Development
Education
Metropolitan State University
Master of Business Administration
Winona State University
Bachelor of Arts, Psychology
Prudential Financial August 2010 - Present
US Bancorp Investment Inc September 2009 - August 2010
The Hartford September 2006 - September 2009
The Hartford April 2005 - September 2006
Skills
Written Communication, Customer Service, Customer Satisfaction, Problem Solving, Critical Thinking, Data Analysis, Data Entry, Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Time Management, Diverse Groups, Diverse Groups Of People, Conflict Resolution, Scheduling, Training & Development, Mentoring, Coaching & Mentoring, Subject Matter Experts, Interviewing Skills, Procedure Development, Policy Research, Account Reconciliation, Fund Administration, Teamwork, Cross-training, Sarbanes-Oxley Act, Communication, Life Insurance, Human Behavior, Business Management, Psychology, Lotus Notes, Staff Development
Education
Metropolitan State University
Master of Business Administration
Winona State University
Bachelor of Arts, Psychology
Carter Price's US Bancorp Investment Inc Experience November 2014 - Present
Job Investment Operations Specialist at U.S. Bank Investments
Industry Financial Services
Experience
US Bancorp Investment Inc November 2014 - Present
Wells Fargo April 2014 - November 2014
Wells Fargo October 2013 - April 2014
Ambassador Press November 2012 - August 2013
Wells Fargo January 2012 - October 2012
Wells Fargo May 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Analysis, Management, Finance, Software Documentation, Insurance, Retail, Mortgage Lending, Access, Fundraising, Investments, Time Management, Invoicing, Teamwork, Data Entry, Data Analysis, Leadership, Banking, Financial Analysis, Team Leadership, Team Building, Credit, Accounting, Process Improvement, Customer Satisfaction, Training, Mortgage Servicing
Education
Iowa State University - College of Business 2007 — 2011
Bachelor's degree, Finance, Minor: Economics
US Bancorp Investment Inc November 2014 - Present
Wells Fargo April 2014 - November 2014
Wells Fargo October 2013 - April 2014
Ambassador Press November 2012 - August 2013
Wells Fargo January 2012 - October 2012
Wells Fargo May 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Analysis, Management, Finance, Software Documentation, Insurance, Retail, Mortgage Lending, Access, Fundraising, Investments, Time Management, Invoicing, Teamwork, Data Entry, Data Analysis, Leadership, Banking, Financial Analysis, Team Leadership, Team Building, Credit, Accounting, Process Improvement, Customer Satisfaction, Training, Mortgage Servicing
Education
Iowa State University - College of Business 2007 — 2011
Bachelor's degree, Finance, Minor: Economics
Nick Tilli's US Bancorp Investment Inc Experience 2008 - 2009
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments 2010 - Present
TD Ameritrade 2009 - 2010
US Bancorp Investment Inc 2008 - 2009
Wells Fargo 2007 - 2008
Skills
Finance
Education
Southern New Hampshire University
Fidelity Investments 2010 - Present
TD Ameritrade 2009 - 2010
US Bancorp Investment Inc 2008 - 2009
Wells Fargo 2007 - 2008
Skills
Finance
Education
Southern New Hampshire University
Hiram Melendez Hiram Melendez's US Bancorp Investment Inc Experience February 1999 - October 2002
Job Service Request Coordinator at IBM
Industry Information Technology and Services
Experience
IBM August 2014 - Present
IBM June 2012 - July 2014
IBM June 2011 - June 2012
VALIC July 2008 - November 2009
LPL Financial/Self October 2006 - June 2008
Liberty Bank September 2005 - October 2006
Financial Decisions Group November 2002 - August 2005
US Bancorp Investment Inc February 1999 - October 2002
Skills
Small Project Management, Collaborative Problem..., Data Analysis, Team Building, Financial Analysis, Transformative Mediation, Training, Network Administration, Organizational Change...
Education
Northeast Iowa Community College 2009 — 2011
Associate’s Degree, Computer Analyst/Network Administration
IBM August 2014 - Present
IBM June 2012 - July 2014
IBM June 2011 - June 2012
VALIC July 2008 - November 2009
LPL Financial/Self October 2006 - June 2008
Liberty Bank September 2005 - October 2006
Financial Decisions Group November 2002 - August 2005
US Bancorp Investment Inc February 1999 - October 2002
Skills
Small Project Management, Collaborative Problem..., Data Analysis, Team Building, Financial Analysis, Transformative Mediation, Training, Network Administration, Organizational Change...
Education
Northeast Iowa Community College 2009 — 2011
Associate’s Degree, Computer Analyst/Network Administration
Michael McNamee Jr.'s US Bancorp Investment Inc Experience 2000 - 2002
Job Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2008 - September 2014
Commerce Brokerage Services September 2005 - January 2008
John Hancock Financial Services June 2005 - September 2005
TD Ameritrade 2003 - 2005
Union Planters Brokerage 2002 - 2003
US Bancorp Investment Inc 2000 - 2002
Edward Jones 1996 - 1999
U.S. Air Force - Illinois National Guard August 1986 - July 1992
Skills
Microsoft Excel, Leadership, Series 6, Securities, New Business Development, Strategic Planning, Investments, Finance
Education
University of Missouri-Saint Louis 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Wells Fargo Advisors September 2014 - Present
Wells Fargo Advisors January 2008 - September 2014
Commerce Brokerage Services September 2005 - January 2008
John Hancock Financial Services June 2005 - September 2005
TD Ameritrade 2003 - 2005
Union Planters Brokerage 2002 - 2003
US Bancorp Investment Inc 2000 - 2002
Edward Jones 1996 - 1999
U.S. Air Force - Illinois National Guard August 1986 - July 1992
Skills
Microsoft Excel, Leadership, Series 6, Securities, New Business Development, Strategic Planning, Investments, Finance
Education
University of Missouri-Saint Louis 1996 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Gregory Maples's US Bancorp Investment Inc Experience 1997 - 1998
Job Vice President at Wells Fargo Bank, NA
Industry Banking
Experience
Wells Fargo Bank April 1999 - Present
US Bancorp Investment Inc 1997 - 1998
Charles Schwab 1996 - 1997
United States Marine Corps 1991 - 1996
Skills
Structured Finance, Treasury Management, Securitization, Financial Risk, Financial Institutions, Cash Management, Operational Risk, Management, Process Improvement, Leadership
Education
University of Minnesota-Twin Cities
BA/BA
University of St. Thomas - Opus College of Business
MBA
Wells Fargo Bank April 1999 - Present
US Bancorp Investment Inc 1997 - 1998
Charles Schwab 1996 - 1997
United States Marine Corps 1991 - 1996
Skills
Structured Finance, Treasury Management, Securitization, Financial Risk, Financial Institutions, Cash Management, Operational Risk, Management, Process Improvement, Leadership
Education
University of Minnesota-Twin Cities
BA/BA
University of St. Thomas - Opus College of Business
MBA
Jeff Wick's US Bancorp Investment Inc Experience January 2010 - December 2014
Job AVP, Relationship Management at Continuity Partners Group
Industry Financial Services
Experience
Continuity Partners Group September 2015 - Present
Feltl and Company December 2014 - July 2015
US Bancorp Investment Inc January 2010 - December 2014
Wells Fargo Investments July 2007 - January 2010
Federated Investors May 2002 - July 2007
Van Kampen Investments June 2000 - April 2002
Prudential 1998 - 2000
Education
University of Iowa 1993 — 1998
athletics
Manitowoc Lincoln High School 1989 — 1993
Continuity Partners Group September 2015 - Present
Feltl and Company December 2014 - July 2015
US Bancorp Investment Inc January 2010 - December 2014
Wells Fargo Investments July 2007 - January 2010
Federated Investors May 2002 - July 2007
Van Kampen Investments June 2000 - April 2002
Prudential 1998 - 2000
Education
University of Iowa 1993 — 1998
athletics
Manitowoc Lincoln High School 1989 — 1993
Chris Taggert's US Bancorp Investment Inc Experience March 2013 - Present
Job High Yield Trading at US Bancorp Investment Inc
Industry Financial Services
Experience
US Bancorp Investment Inc March 2013 - Present
CreditSights January 2008 - August 2012
Collineo (Hypo Public Finance Bank) January 2006 - December 2007
FrontPoint/Clinton Group March 2003 - January 2006
Merrill Lynch and HSBC May 2001 - March 2003
Skills
Leveraged Finance, Fixed Income Analysis
Education
University of Wisconsin-Madison 1999 — 2001
MS Finance, Applied Security Analysis Program
The University of Connecticut
Bachelor of Science, Biology
US Bancorp Investment Inc March 2013 - Present
CreditSights January 2008 - August 2012
Collineo (Hypo Public Finance Bank) January 2006 - December 2007
FrontPoint/Clinton Group March 2003 - January 2006
Merrill Lynch and HSBC May 2001 - March 2003
Skills
Leveraged Finance, Fixed Income Analysis
Education
University of Wisconsin-Madison 1999 — 2001
MS Finance, Applied Security Analysis Program
The University of Connecticut
Bachelor of Science, Biology
Lisa Sheehy's US Bancorp Investment Inc Experience June 2015 - Present
Job Assistant Vice President at US Bancorp Investment Inc.
Industry Financial Services
Experience
US Bancorp Investment Inc June 2015 - Present
Ameriprise Financial Services, Inc. 2006 - May 2015
Ameriprise Financial Services, Inc. 1999 - 2006
Skills
Operations Management, Program Management, Financial Services, Alternative Investments, Investments, Leadership, Business Analysis, Relationship Management, Risk Management
Education
Century College
Interior Design
Mahtomedi High School
University of Minnesota-Twin Cities
Business Administration, Management and Operations
US Bancorp Investment Inc June 2015 - Present
Ameriprise Financial Services, Inc. 2006 - May 2015
Ameriprise Financial Services, Inc. 1999 - 2006
Skills
Operations Management, Program Management, Financial Services, Alternative Investments, Investments, Leadership, Business Analysis, Relationship Management, Risk Management
Education
Century College
Interior Design
Mahtomedi High School
University of Minnesota-Twin Cities
Business Administration, Management and Operations
Mathew Cousin's US Bancorp Investment Inc Experience March 2014 - Present
Job Investment Account Research Spec.
Industry
Experience
US Bancorp Investment Inc March 2014 - Present
Wells Fargo Advisors 2008 - 2012
Skills
Securities, Finance, Credit, Insurance, Banking, Financial Advisory, Strategic Financial..., Financial Analysis, Microsoft Office, Investments, Financial Services, Process Improvement, Mutual Funds, Customer Service, Loans, Mortgage Lending, Retail Banking, Call Centers, Wealth Management
Education
Normandale Community College 2011 — 2013
Associate of Arts (AA)
US Bancorp Investment Inc March 2014 - Present
Wells Fargo Advisors 2008 - 2012
Skills
Securities, Finance, Credit, Insurance, Banking, Financial Advisory, Strategic Financial..., Financial Analysis, Microsoft Office, Investments, Financial Services, Process Improvement, Mutual Funds, Customer Service, Loans, Mortgage Lending, Retail Banking, Call Centers, Wealth Management
Education
Normandale Community College 2011 — 2013
Associate of Arts (AA)
Yannick Ngana's US Bancorp Investment Inc Experience August 2013 - Present
Job Cash Control Associate at U.S. Bank
Industry Accounting
Experience
US Bancorp Investment Inc August 2013 - Present
Wells Fargo April 2012 - May 2013
Hubbs Center January 2010 - April 2010
SICTA June 2002 - August 2008
Education
Metropolitan State University 2012 — 2014
Bachelor of Science, Applied Mathematics
Metropolitan State University 2009 — 2011
Bachelor of Science, Accounting
Pigier School of Business 2000 — 2002
Associate of Arts and Sciences (AAS), Accounting
US Bancorp Investment Inc August 2013 - Present
Wells Fargo April 2012 - May 2013
Hubbs Center January 2010 - April 2010
SICTA June 2002 - August 2008
Education
Metropolitan State University 2012 — 2014
Bachelor of Science, Applied Mathematics
Metropolitan State University 2009 — 2011
Bachelor of Science, Accounting
Pigier School of Business 2000 — 2002
Associate of Arts and Sciences (AAS), Accounting
Jeff Soule's US Bancorp Investment Inc Experience March 2015 - Present
Job Funding Manager at US Bancorp Investment Inc
Industry Investment Management
Experience
US Bancorp Investment Inc March 2015 - Present
AgriBank (St. Paul, MN) June 2008 - March 2015
Education
Drake University 2004 — 2007
Double Majors - Accounting and Finance
US Bancorp Investment Inc March 2015 - Present
AgriBank (St. Paul, MN) June 2008 - March 2015
Education
Drake University 2004 — 2007
Double Majors - Accounting and Finance
Josh Hanlin's US Bancorp Investment Inc Experience July 2010 - September 2012
Job Financial Advisor / Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2012 - Present
US Bancorp Investment Inc July 2010 - September 2012
Chase Investment Service Corporation June 1998 - July 2010
Skills
Retirement Planning, Estate Planning, Investment Management, Mutual Funds, Life Insurance, Investment Planning, Estate Investment...
Education
California State University-Long Beach 1995 — 1997
Bachelor of Science (B.S.), Kinesiology
California State University-Northridge
Wells Fargo Advisors September 2012 - Present
US Bancorp Investment Inc July 2010 - September 2012
Chase Investment Service Corporation June 1998 - July 2010
Skills
Retirement Planning, Estate Planning, Investment Management, Mutual Funds, Life Insurance, Investment Planning, Estate Investment...
Education
California State University-Long Beach 1995 — 1997
Bachelor of Science (B.S.), Kinesiology
California State University-Northridge
Michelle Lister, MBA's US Bancorp Investment Inc Experience November 2008 - November 2010
Job Financial Services Professional/ Wholesaler
Industry Financial Services
Experience
Transamerica November 2010 - Present
US Bancorp Investment Inc November 2008 - November 2010
AMERICAN PREMIER FINANCIAL AND INTERSECURITIES, INC May 2008 - October 2008
Nike November 2001 - May 2008
Skills
Sales, Finance, Investments, Insurance, Financial Services, Leadership, Customer Service, Portfolio Management, Mutual Funds, Life Insurance, Risk Management, Public Speaking, Strategic Planning, Project Management, Retirement Planning, Series 63, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Management
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Strategic Management
Metropolitan State University of Denver 2002 — 2006
Bachelor of Science (BS), Financial Services
Transamerica November 2010 - Present
US Bancorp Investment Inc November 2008 - November 2010
AMERICAN PREMIER FINANCIAL AND INTERSECURITIES, INC May 2008 - October 2008
Nike November 2001 - May 2008
Skills
Sales, Finance, Investments, Insurance, Financial Services, Leadership, Customer Service, Portfolio Management, Mutual Funds, Life Insurance, Risk Management, Public Speaking, Strategic Planning, Project Management, Retirement Planning, Series 63, Fixed Annuities, Series 7, Wealth Management, Financial Planning, Management
Education
Regis University 2010 — 2012
Master of Business Administration (MBA), Strategic Management
Metropolitan State University of Denver 2002 — 2006
Bachelor of Science (BS), Financial Services
William Parkhurst's US Bancorp Investment Inc Experience April 2011 - Present
Job Director at US Bancorp Investment Inc
Industry Capital Markets
Experience
US Bancorp Investment Inc April 2011 - Present
Phoenix Partners Group August 2008 - October 2010
UBS Investment Bank March 2003 - July 2008
Skills
Management, Sales, Leadership, Microsoft Office, Research, Microsoft Excel, PowerPoint, Training, Microsoft Word, Process Improvement
Education
Baldwin Wallace University 1976 — 1980
Bachelor's degree, Marketing/Marketing Management, General
US Bancorp Investment Inc April 2011 - Present
Phoenix Partners Group August 2008 - October 2010
UBS Investment Bank March 2003 - July 2008
Skills
Management, Sales, Leadership, Microsoft Office, Research, Microsoft Excel, PowerPoint, Training, Microsoft Word, Process Improvement
Education
Baldwin Wallace University 1976 — 1980
Bachelor's degree, Marketing/Marketing Management, General