ActiFi, Inc.

Industry: Company

Description

Founded: 2003

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ActiFi, Inc. Employees

Employee
Years
Job
Industry
Sam Richter Sam Richter Greater Minneapolis-St. Paul Area Details
Sam Richter's ActiFi, Inc. Experience February 2008 - Present
Job CSP; BestSelling Author and TopRated Keynote Speaker and Trainer to Sales and Business Executives Worldwide
Industry Professional Training & Coaching
Experience
SBR Worldwide   2007 - Present
Take the Cold Out of Cold Calling   July 2007 - Present
ActiFi, Inc.   February 2008 - Present
Brandpoint  January 2005 - Present
Argos Risk  December 2012 - Present
tracky   January 2006 - Present
James J. Hill Reference Library  August 2001 - December 2007
Digital River  1999 - 2001
Weber Shandwick  1997 - 1999
J. Patrick Moore and Partners/Gerber Richter   1994 - 1997

Skills
Motivational Speaking, Sales Training, Marketing Strategy, Best Selling Author, Sales Intelligence, Business Development, Keynote Speaker, Online Marketing, Workshop Presenter, Google Expert, LinkedIn Expert, Facebook Expert, Public Speaking, Reputation Management, Selling Skills, Leadership, Business Coaching, Advertising, Marketing, E-commerce, Online Advertising, Market Research, Training, Public Relations, Lead Generation, Workshops, Social Media, Sales, Social Media Marketing, Integrated Marketing, Account Management, Strategy, New Business Development, Google Analytics, SEO, Digital Marketing, Entrepreneurship, Direct Sales, Strategic Planning, Sales Management, Team Leadership, Strategic Partnerships, Social Networking, Business Strategy, Sales Process, Leadership Development, Management, Coaching, B2B, Fundraising

Education
University of Minnesota-Twin Cities   1985 — 1989
BA, Journalism

Saint Mary's University of Minnesota   2006 — 2006
Certificate, Corporate Board of Directors Academy

University of St. Thomas   2001 — 2002
Graduate, Executive Director Leadership Program

St. Louis Park High School

Sarah Riley Walsh, CFP® Sarah Riley Walsh, CFP® Dallas/Fort Worth Area Details
Sarah Riley Walsh, CFP®'s ActiFi, Inc. Experience June 2011 - August 2012
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2012 - Present
ActiFi, Inc.   June 2011 - August 2012
Walsh Business Consulting   August 2007 - August 2012
Aspen Academy Minnesota   June 2011 - December 2011
ActiFi  August 2006 - August 2007
Merrill Lynch  May 1998 - August 2006

Education
St. Catherine University

Thomas Rozman, MBA, CFA Thomas Rozman, MBA, CFA Greater Minneapolis-St. Paul Area Details
Thomas Rozman, MBA, CFA's ActiFi, Inc. Experience July 2009 - February 2012
Job Vice President at DST Brokerage Solutions
Industry Financial Services
Experience
DST Brokerage Solutions  February 2012 - Present
ActiFi, Inc.   July 2009 - February 2012
Investigo Corporation   April 2001 - July 2009
Merrill Lynch  June 1987 - April 2001

Skills
Strategy, Portfolio Management, Mergers, Strategic Partnerships, Wealth Management, Product Management, Equities, Business Planning, Financial Services, New Business Development, Fixed Income, Program Management, Mergers & Acquisitions, Business Development, Finance, Executive Management, Mutual Funds, CRM, Enterprise Software, Financial Advisory, Capital Markets, Financial Risk, Product Innovation, Investments, Banking, Insurance, Venture Capital

Education
The University of Chicago - Booth School of Business   1990 — 1993
MBA with Honors, Finance, Marketing, Competitive Strategy

St. Olaf College   1980 — 1984
BA Cum Laude, Economics

Jeffrey Haines Jeffrey Haines Greater Minneapolis-St. Paul Area Details
Jeffrey Haines's ActiFi, Inc. Experience September 2007 - December 2013
Job Chief Operating Officer at ActiFi
Industry Financial Services
Experience
ActiFi  January 2014 - Present
ActiFi, Inc.   September 2007 - December 2013
Piper Jaffray  1985 - 2006

Education
University of Minnesota - Carlson School of Management   1990 — 1997
MBA, Marketing

St. Olaf College   1980 — 1984
BA, Mathematics and Education

Josh Ribnick Mann Josh Ribnick Mann Greater Minneapolis-St. Paul Area Details
Josh Ribnick Mann's ActiFi, Inc. Experience May 2007 - August 2007
Job Founder & CEO
Industry Food & Beverages
Experience
Dining Delivered Companies   July 2009 - Present
Target Corporation  June 2008 - August 2008
ActiFi, Inc.   May 2007 - August 2007

Skills
Strategic Planning, Sales, Marketing, Public Speaking, Event Planning, Marketing Strategy, Leadership, Fundraising, Public Relations, New Business Development, Forecasting, Entrepreneurship, Team Building, Business Planning, Management, Social Media, Nonprofits, Catering, Leadership Development, Business Strategy

Education
University of Michigan   2005 — 2009
BA, Public Policy & Economics

Benjamin Beck Benjamin Beck Greater Minneapolis-St. Paul Area Details
Benjamin Beck's ActiFi, Inc. Experience May 2011 - June 2012
Job Technical Support Engineer (Layer 2/3) Level 3 Escalation at Brocade Communications
Industry Computer Networking
Experience
Brocade Communications  June 2015 - Present
Brocade Communications  June 2012 - June 2015
Brocade  May 2014 - August 2014
Anoka-Ramsey Community College  December 2010 - August 2012
ActiFi, Inc.   May 2011 - June 2012
Ashworth Appliance and Electronics - Radioshack   November 2009 - May 2011

Skills
Networking, Active Directory, Troubleshooting, Switching, Microsoft Office, Routing, OSPF, TCP/IP, Routers, BGP, VRRP, Windows 7, RIP, Windows Server 2008, Wireless Networking, Cisco IOS, XP, Windows Server, Help Desk Support, Technical Support, Software Installation, Layer 2, Layer 3, EIGRP, Network Security, Software Implementation, VPN, Desktop Support, Android, LACP, Operating Systems, Computer Hardware, Windows Vista, Hardware Installation, Windows Server 2003, Backup Solutions, Help Desk, WSUS, Device Drivers, Remote Access, Firewall Management, Software Training, Windows XP, SaaS, Salesforce, Google Apps, Windows 8, Virtualization, Hyper-V, VoIP

Education
University of Wisconsin-Stout   2011 — 2012
B.S. in Information and Communication Technologies, Networking Concentration, 3.8+ Graduation GPA (Magna Cum Laude)

Anoka Ramsey Community College   2009 — 2010
Associate in Science, Computer Networking and Telecommunications, 4.0 Graduation GPA

Anoka Ramsey Community College   2009 — 2010
Network Support and Administration Certificate, 4.0 GPA

Aaron Pierce Aaron Pierce Greater Minneapolis-St. Paul Area Details
Aaron Pierce's ActiFi, Inc. Experience May 2006 - January 2008
Job Director of International Strategy and Development at Steiger International
Industry Nonprofit Organization Management
Experience
Steiger International   January 2008 - Present
ActiFi, Inc.   May 2006 - January 2008

Skills
Strategic Planning, Nonprofits, Event Planning, Public Speaking, Consulting, Non-profits, Leadership Development, Financial Services

Education
Bethel University   2001 — 2005
Batchelor of Arts, Business, Economics and Modern World Languages

Mandeep Sachdev Mandeep Sachdev Washington D.C. Metro Area Details
Mandeep Sachdev's ActiFi, Inc. Experience May 2009 - December 2009
Job Managing Consultant, Healthcare Strategy and Analytics at Navigant
Industry Management Consulting
Experience
Navigant  February 2014 - Present
The Advisory Board Company  June 2010 - January 2014
Carlson Consulting Enterprise  March 2009 - May 2010
ActiFi, Inc.   May 2009 - December 2009
InclusionINC  December 2008 - January 2009
Alcatel-Lucent  June 2006 - May 2008
Wipro Technologies  2003 - 2006

Skills
Project Management, Product Management, Business Strategy, CRM, Data Analysis, Training, Strategy, Salesforce.com, Consulting, Market Research, Enterprise Software, Marketing Strategy, Management, Business Intelligence, Project Planning, Marketing, Business Development, Risk Management, Analysis, Leadership

Education
University of Minnesota - Carlson School of Management   2008 — 2010
Master of Business Administration (MBA), Strategy with Specialization in Healthcare Industry

R. V. College of Engineering, Bangalore   1999 — 2003
Bachelor of Engineering (B.E.), Telecommunication

Gregg Nelson Gregg Nelson Greater Minneapolis-St. Paul Area Details
Gregg Nelson's ActiFi, Inc. Experience 2003 - 2005
Job Finance & Corporate Planning Professional
Industry Financial Services
Experience
SALO LLC and independent engagements   2005 - 2013
ActiFi, Inc.   2003 - 2005
American Express Financial Advisors  1981 - 2003
First Bank System (now US Bancorp)   1976 - 1981
Sperry Univac - Defense Systems Division (now Unisys)   1971 - 1976

Skills
Financial Analysis, Financial Modeling, Mergers, Business Planning, Competitive Analysis, Accounting, Mergers & Acquisitions, Analysis, Strategic Planning, Budgets, Internal Controls, Strategic Financial..., Auditing, Financial Reporting, Banking, Sarbanes-Oxley Act, Internal Audit, Strategy, Finance, Forecasting, Management, Leadership, Project Planning

Education
Minnesota State University, Mankato
MBA

Augsburg College
B.A., Economics

Harsh Garg Harsh Garg Greater Minneapolis-St. Paul Area Details
Harsh Garg's ActiFi, Inc. Experience June 2011 - September 2011
Job Consulting Associate at ActiFi, Inc.
Industry Financial Services
Experience
ActiFi, Inc.   June 2011 - September 2011
Ameriprise Financial Services, Inc.   June 2010 - September 2010

Skills
Leadership Development, Financial Analysis, Event Planning, Data Analysis, Business Analysis, Salesforce.com, Morningstar, Hindi, English, Public Relations, Microsoft Excel, Microsoft Word, Microsoft Network, PowerPoint, Dreamweaver, Written & Oral..., Analytics, Consulting, Management, Leadership

Education
University of Minnesota-Twin Cities   2007 — 2012
Bachelor of Arts (B.A.), Economics

University of Minnesota-Twin Cities   2007 — 2012
Minor, Management

University of Minnesota-Twin Cities   2007 — 2012
Minor, Mathematics

United World College of South East Asia   2003 — 2007
International Baccalaureate Diploma

Danielle Kopetzki Danielle Kopetzki Greater Minneapolis-St. Paul Area Details
Danielle Kopetzki's ActiFi, Inc. Experience February 2009 - Present
Job Senior Consultant at ActiFi, Inc.
Industry Financial Services
Experience
ActiFi, Inc.   February 2009 - Present

Skills
Financial Services

Education
Marquette University

Hoang-Trang Le Hoang-Trang Le Minneapolis, Minnesota Details
Hoang-Trang Le's ActiFi, Inc. Experience September 2006 - Present
Job Accounting Supervisor at ActiFi
Industry Financial Services
Experience
ActiFi, Inc.   September 2006 - Present
Bosch Packaging Technology  November 2005 - September 2006
North Hennepin Community College  2003 - 2005
Keyhinge Toys Vietnam Company Limited   September 1996 - November 2002

Skills
Financial Accounting, Financial Reporting, Account Reconciliation, Pivot Tables, G/L Reconciliations, QuickBooks, ADP Payroll, Paychex Payroll, Excel Pivot, Excel models, G/L Analysis, P&L Reporting, P&L reconciliation, Closing Entries, Fixed Asset Depreciation, BillQuick, Paychex, Sumif, Hlookups, V Lookups, Lookups, Conditional Formatting, VBA

Education
University of Minnesota - Carlson School of Management   2005 — 2007
Bachelor of Science (BS-equiv.), Accounting

North Hennepin Community College   2003 — 2005
Associate of Arts (AA), General Studies, A

PCT High School

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