Verus Consulting Group LLC
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Verus Consulting Group LLC Employees
Verus Consulting Group LLC May 2011 - Present
Verus Consulting Group LLC at Raymond James Financial January 2013 - February 2014
Verus Consulting Group LLC December 2011 - November 2012
Verus Consulting Group LLC at Penson Financial May 2011 - December 2011
Wells Fargo Investments March 2005 - February 2011
Wells Fargo October 2008 - October 2009
Skills
Financial Services, Cost Basis Reporting, Account Reconciliation, Brokerage, 1099 Preparation, Tax Reporting, Business Analysis, Finance, Leadership, Trading, Retirement Planning, Corporate Actions, Process Improvement, Hyperion Enterprise, Mergers & Acquisitions, Microsoft Office, Testing, Fixed Income, Scivantage Maxit, Wall Street Concepts, Broadridge, Beta Systems, SunGard Phase 3
Education
Minnesota School of Business 1986 — 1988
Assoc, Accounting
University of Minnesota-Twin Cities 1983 — 1986
Verus Consulting Group LLC September 2013 - Present
Placement with Purpose, LLC January 2013 - September 2013
IS Leaders, Inc. November 2012 - September 2013
McKinley Consulting (NOVON Consulting Wholly Owned Subsidiary of McKinley Consulting ) November 2010 - August 2012
Novon Consulting - Wells Fargo November 2010 - February 2011
Financial Services February 2003 - September 2010
Skills
Marketing, Client Relationship..., Experienced Trainer, Proficient event..., Engaging presenter and..., Pareto Systems..., Recruiting, CRM, Business Analysis, Leadership, Process Improvement, Sales, Account Management, Performance Management, Consulting, Human Resources, Independent Consultant, Business Process, Management, Vendor Management, Temporary Placement, Financial Services, Professional Services, SDLC, Applicant Tracking..., Technical Recruiting, Internet Recruiting, Contract Recruitment, Strategy, Benefits Negotiation, Sourcing, College Recruiting
Education
Brown Institute 1990 — 1992
Associates Degree, Communications
Elk River
North Hennepin Community College
Generals
Verus Consulting Group LLC July 2014 - Present
Comprehensive Software Systems November 2012 - Present
Thomson Reuters February 1998 - February 2012
Firstar Investment Services July 1996 - January 1998
Jane Young February 1995 - July 1996
National Association Securities Dealers (NASD) April 1993 - May 1994
NASD District #3 April 1993 - May 1994
Skills
Risk Management, Mutual Funds, Capital Markets, Process Improvement, SDLC, Project Management, Business Process..., Asset Managment, Change Management, Derivatives, Analysis, Software Project..., CRM, Investments, Requirements Gathering, Finance, Business Process, Fixed Income, Leadership, Management, Securities, Trading Systems, Vendor Management, Equities, Back Office, Electronic Trading, Series 7
Education
Mount Mary College 1994 — 1997
B.S, Business Administration
Mount Mary University 1994 — 1997
Bachelor of Science (B.S.), Business Administration
Alverno College 1990 — 1992
Bachelor's degree, Business Administration and Management, General
Verus Consulting Group LLC May 2009 - Present
Verus Consulting Group LLC January 1999 - Present
Verus Consulting Group LLC January 2010 - July 2013
Verus Consulting Group LLC May 2009 - December 2009
Ameriprise Financial Services, Inc. for NOVON Consulting January 2009 - April 2009
Ameriprise Financial Services, Inc. for NOVON Consulting May 2008 - September 2008
Raymond James for NOVON Consulting January 2008 - May 2008
TASS LLC for NOVON Consulting March 2006 - December 2007
Northwestern Mutual for NOVON Consulting June 2005 - March 2006
AG Edwards for NOVON Consulting November 2002 - June 2005
Skills
Process Improvement, Leadership, User Acceptance Testing, Integration, Management, Analysis, Agile Methodologies, SDLC, Software Project..., Project Management, Project Portfolio..., Vendor Management, Requirements Analysis, Testing, Team Management, Business Analysis, Software Development, Business Process..., Business Process, Analytics, Training, Change Management, Financial Services, PMO, Program Management, Visio, IT Strategy
Education
North Hennepin Community College
Sebeka High School
Wells Fargo Securities September 2014 - Present
Verus Consulting Group LLC December 2012 - August 2014
D.A. Davidson & Co. through Verus Consulting Group, LLC. March 2013 - 2014
Wells Fargo Securities June 2012 - February 2013
Wells Fargo September 2011 - April 2012
Wells Fargo Investments 2001 - 2011
Norwest Investment Services Inc. 1999 - 2001
RBC Dain Rauscher 1990 - 1997
Skills
Training Delivery, Coaching, Instructional Design, Blended Learning, Leadership Development, Change Management, Organizational..., Team Building, Process Improvement, E-learning, Strategic Planning, Team Management, Project Management, Learning Management, Integration, Call Centers, Business Process..., Leadership, Training, Management, Risk Management, Mergers & Acquisitions, Employee Engagement, E-Learning, Business Strategy, Analysis, Vendor Management, Employee Training, Strategy, Business Analysis, Talent Management, Team Leadership, Performance Management, Banking, Program Management, Financial Services, Operations Management, CRM
Education
University of St. Thomas 2001 — 2003
Business
St. Cloud State University 1988 — 2000
Business
Verus Consulting Group LLC November 2008 - Present
FTN Financial October 2005 - Present
Wells Fargo 2001 - 2005
Financial Industry Technical Services 1999 - 2001
McDonald Investments 1997 - 1999
KeyBank 1994 - 1997
Skills
Securities, Fixed Income, Capital Markets, Series 7, Derivatives, Equities, Risk Management, Trading, Portfolio Management, Mutual Funds, Asset Managment, Banking, FINOP, Series 53
Education
The University of Akron 1989 — 1994
B.S.
Verus Consulting Group LLC May 2009 - Present
Ameriprise Financial January 2006 - May 2009
SunGard June 2004 - 2006
Wells Fargo Brokerage Services LLC 1998 - 2004
ADP Securities Industry Software (Broadridge) January 1996 - March 1998
Howe Barnes Investments Inc. June 1989 - January 1996
Rose & Company Discount Brokerage January 1986 - June 1989
Skills
Mutual Funds, Fixed Income, Back Office, Series 7, Securities, Financial Services, FINRA, Mergers & Acquisitions, Wealth Management, Corporate Actions, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Equities, Options, Market Data, Finance, Bonds, Investments, Series 63, Trading, Risk Management, Management, Capital Markets, Middle Office, Derivatives, Hedge Funds, Settlement, Trading Systems, Prime Brokerage, FX Options, Alternative Investments, Bloomberg, Investment Banking, AML, Relationship Management
Education
DePaul University
Mt. Carmel High School