U.S. Bank Wealth Management
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U.S. Bank Wealth Management Employees
U.S. Bank Wealth Management January 2014 - Present
U.S. Bank Private Client Reserve October 2012 - January 2014
Morgan Stanley Smith Barney January 2012 - September 2012
Morgan Stanley Smith Barney May 2007 - March 2012
First Tee of South Puget Sound November 2010 - January 2012
Startup Solutions August 2003 - March 2006
Collegiate Entrepreneurs Organization August 2003 - December 2005
Skills
Investments, Portfolio Management, Wealth Management, Alternative Investments, Asset Management, Strategic Financial..., Mutual Funds, Financial Services, Entrepreneurship, Business Development, Equities, Investment Management, Finance, Financial Advisory, Small Business, Management, Venture Capital, Asset Managment, Fixed Income, Asset Allocation, Wealth Management..., Consulting, Due Diligence, Start-ups, Mergers & Acquisitions, Series 7, Investment Strategies, Recruiting, Private Equity, Public Speaking, Emotional Intelligence
Education
Boise State University 2000 — 2005
BA, Management- Leadership/Entrepreneurship
Eastlake High School 1996 — 1999
Bell State Bank & Trust December 2013 - Present
U.S. Bank Institutional Trust & Custody July 2011 - December 2013
U.S. Bank Wealth Management March 2005 - July 2011
American Family Insurance 2004 - 2005
CU Companies 2003 - 2004
Thrivent Financial 1997 - 2003
Skills
Portfolio Management, Financial Services, Wealth Management, Investments, Asset Management, Leadership, Investment Management, Asset Allocation, Business Development, Relationship Management, Risk Management, Holistic Financial..., Portfolio Analytics, Insurance, IRAs, Strategic Financial..., Financial Planning, Management, Finance, Philanthropy, Nonprofits
Education
Augsburg College
Public Relations, Advertising, and Applied Communication
North Dakota State University
Master's Degree, Financial Planning
University of Mary
Bachelor's Degree, Management
University of Minnesota-Duluth
Psychology Communications
U.S. Bank Wealth Management June 2015 - Present
Brandpoint July 2008 - April 2015
Marshfield News Herald 2003 - 2008
North English Record 2000 - 2003
Skills
Social Media, SEO, Editing, Blogging, Online Advertising, Copywriting, Public Relations, Social Media Marketing, Copy Editing, Marketing Communications, Digital Media, Facebook, Press Releases, Journalism, Social Networking, Newspaper, Advertising, Content Development, Media Relations, Digital Marketing, Marketing, Writing, Content Management, Content Strategy, Newspapers, Online Marketing, Leadership, Marketing Strategy
Education
University of St. Thomas
Mini Master's of Marketing Management, Marketing/Marketing Management, General
Drake University
Bachelor's in Journalism, Journalism -- Magazines and Newspapers
Citizens Bank & Trust Wealth Management February 2012 - Present
U.S. Bank Wealth Management August 2006 - July 2011
A. G. Edwards & Sons June 2003 - August 2006
Skills
Trust Services, Investments, Investment Strategies, Financial Analysis, Commercial Banking, Commercial Lending, Investment Products, Charitable Trusts, Charitable Giving..., Customer Engagement, Team Building, Client Development, Risk Management, Group Presentations, Retirement Planning, Asset Allocation, Estate Planning, Community Involvement, 401k Rollovers, Mutual Funds, Fixed Income, Stocks, Employee Retirement..., Wealth Preservation..., Credit Risk, Financial Advisory, Investment Management, Financial Services, Securities, Finance, Portfolio Management, Business Development, Small Business, Loans, Credit, Small Business Lending, Leadership, Relationship Management, Mortgage Lending, Management, Credit Analysis, Wealth
Education
Missouri Western State University 1980 — 1982
Business Management
University of Missouri-Columbia 1978 — 1980
Marketing/General Studies
U.S. Bank Wealth Management September 2005 - Present
French American International School 2000 - 2005
Landrey & Hunt Public Relations 1995 - 2000
U.S. Bank 1987 - 1995
Skills
Product Management, Product Marketing, Cross-functional Team..., Project Management, Competitive Analysis, CRM, Public Relations, Marketing Strategy, Mutual Funds
Education
University of Oregon
B.S., Political Science and Government
U.S. Bank Wealth Management February 2015 - Present
MoneyGuidePro (PIEtech, Inc.) September 2009 - January 2015
UBS AG, Zurich, Switzerland August 2007 - August 2009
UBS Wealth Management April 1999 - August 2007
Citicorp Investment Services 1997 - 1999
Financial Planning Associates, Inc and Asset Allocation Securities Corp. 1993 - 1997
Ameriprise Financial Services, Inc. (IDS Financial Planning Services) 1990 - 1993
Skills
Wealth Management, Strategic Financial..., Operational Risk..., Enterprise Software, Finance, Financial Advisory, Wealth, Risk Management
Education
Cornell University 1986 — 1990
BS, Applied Economics and Business Management
College for Financial Planning
CFP Professional Education Program
University of California, Berkeley, Haas School of Business
Center for Executive Development, CIMA - IMCA Certified Investment Management Analyst Program
University of Pennsylvania - The Wharton School
SIMFA, Securities Industry Institute
Minneapolis Institute of Arts July 2013 - Present
Convent of the Visitation June 2012 - June 2013
The Saint Paul Foundation March 2010 - June 2012
U.S. Bank Wealth Management April 2006 - October 2008
U.S. Bank - Private Client Group May 2000 - April 2006
U.S. Bank (F/K/A First Bank) October 1996 - May 2000
Skills
Philanthropy, Planned Giving, Non-profits, Fundraising, Volunteer Management, Annual Giving, Program Development, Community Outreach, Event Planning, Capital Campaigns, Stewardship, Public Speaking, Strategic Planning, Board Development, Event Management, Prospect Research, Research, Foundations
Education
Hamline University School of Law 2003 — 2007
J.D.
Loyola University Chicago 1992 — 1996
B.A, Political Science & Philosophy
Visitation 1987 — 1992
U.S. Bank Wealth Management February 2008 - Present
St. Catherine University 2015 - 2015
St. Catherine University 2015 - 2015
St. Catherine University 2015 - 2015
U.S. Bancorp Investments & Insurance November 2001 - 2008
Deluxe Corporation 1989 - 1996
Skills
Online Marketing, Strategic Planning, Marketing Communications, Marketing Strategy, New Business Development, Online Advertising, Thought Leadership, Direct Marketing, Marketing Management, Integrated Marketing, Management, Marketing, Leadership, Strategy, Project Management, Product Management, Banking
Education
St. Catherine University 2014 — 2016
Master of Business Administration (M.B.A.), Integrated Marketing Communications
St. Catherine University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Self Employed January 2010 - Present
U.S. Bank Wealth Management June 2004 - January 2010
U.S. Bancorp Asset Management, Inc. November 2000 - June 2004
Stockwalk.com June 1999 - 2000
John G. Kinnard & Co. 1996 - 1999
Skills
Marketing Communications, Internal Communications, Corporate Communications, Brand Management, Social Media, Media Relations, Online Advertising, Public Relations, Marketing, Marketing Strategy, Account Management, Management, Leadership
Education
Minnesota State University, Mankato 1993 — 1996
B.S., Business Administration, marketing concentration
University of Minnesota Duluth 1991 — 1993
U.S. Bank - Community Banking November 2012 - Present
U.S. Bank - Wealth Management January 2011 - October 2012
KleinBank June 2008 - January 2011
Stearns Bank - Edina March 2006 - August 2007
Wells Fargo Home Mortgage November 1996 - March 2006
Skills
Portfolio Management, Risk Management, Credit Risk, Credit Analysis, Process Improvement, Credit, CRM, Business Development, Commercial Lending, Small Business Lending, Commercial Banking, Lines Of Credit, Banking
Education
University of Minnesota-Twin Cities 1987 — 1991
BA, Communication
St. John's University 1986 — 1987
U.S. Bank Wealth Management May 2005 - Present
Skills
Sales, Customer Service, Management, Financial Services, Sales Management, Asset Management
Education
Northern Michigan University
BSBA, MBA, Business Administration and Management, General