All Star Financial

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All Star Financial Employees

Employee
Years
Job
Industry
Whitney Klefsaas Whitney Klefsaas Minneapolis, Minnesota Details
Whitney Klefsaas's All Star Financial Experience May 2006 - September 2006
Job Senior Financial Analyst at General Mills
Industry Consumer Goods
Experience
General Mills  June 2015 - Present
General Mills  June 2014 - August 2014
General Mills  February 2013 - July 2013
General Mills  February 2011 - February 2013
General Mills  June 2009 - February 2011
General Mills  August 2008 - May 2009
Lemhi Ventures   2008 - 2008
All Star Financial   May 2006 - September 2006

Skills
Finance, Financial Analysis, P&L Analysis, Decision Support, Financial Modeling, Strategic Planning, Financial Forecasting, Financial Variance..., Microsoft Excel, Essbase, AC Nielsen, CO-PA, Economics, Corporate Budgeting, Pricing Analysis, Trade Finance, SAP ERP, Continuous Improvement, Latin American Business, Pricing Strategy, Financial Accounting, Strategic Financial..., Internal Controls, Forecasting, Cash Flow Forecasting, SAP BW, Leadership, Internal Communications, Sarbanes-Oxley Act, Competitive Analysis, Variance Analysis, Financial Planning

Education
University of Michigan - Stephen M. Ross School of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance and Marketing

St. Olaf College   2004 — 2008
Bachelor of Arts (B.A.), Econimics

Dawn Knudson Dawn Knudson Greater Minneapolis-St. Paul Area Details
Dawn Knudson's All Star Financial Experience August 2014 - January 2015
Job Office Manager, Financial Assistant, Wealth Management, Operations Manager, Executive Assistant, Sales Assistant
Industry Financial Services
Experience
Milliman  April 2015 - Present
Warner Bros. Entertainment Group of Companies  February 2015 - March 2015
All Star Financial   August 2014 - January 2015
UnitedHealth Group  February 2008 - April 2014
Board Services Corporation   July 1998 - August 2007
Adath Jeshurun Congregation  1993 - 1995

Skills
Fundraising, Customer Service, Healthcare, Process Improvement, Management, Strategic Planning, Analysis, Sales, Marketing

Education
College of St. Catherine
Physical Therapy Assistant

Brian Senske Brian Senske Minneapolis, Minnesota Details
Brian Senske's All Star Financial Experience January 2015 - Present
Job
Industry Investment Management
Experience
All Star Financial   January 2015 - Present
Trystar  January 2012 - January 2015
St. Olaf College  September 2008 - December 2011
St. Olaf College  September 2008 - December 2011
CarVal Investors  November 2007 - September 2008
Ernst & Young  May 2004 - November 2007

Skills
Investments, Finance, Financial Analysis, Microsoft Excel, Strategic Financial..., Public Speaking, PowerPoint, Data Analysis, Leadership, Financial Modeling

Education
University of Virginia   2004 — 2005
MA

St. Olaf College   2000 — 2004
BA

Nick Hohn, CFP® Nick Hohn, CFP® Greater Minneapolis-St. Paul Area Details
Nick Hohn, CFP®'s All Star Financial Experience June 2006 - August 2012
Job Principal Wealth Management at Cahill Financial Advisors, Inc.
Industry Investment Management
Experience
Cahill Financial Advisors, Inc.   August 2012 - Present
All Star Financial   June 2006 - August 2012
Ameriprise Financial  January 1997 - June 2006

Skills
Certified Financial..., Entrepreneur, Comprehensive Wealth..., Strategic Planning, Retirement Planning, Retirement Income..., Estate Planning, Income Tax, 401k Rollovers, Employee Benefits, 529 Plans, New Business Development, Succession Planning, Retirement, Portfolio Management, Wealth Management..., Investment Management, Financial Planners, Financial Services, Finance, Small Business, Financial Advisory, 401k, Strategic Financial..., Wealth, Investment Advisory, Series 7

Education
Minnesota State University, Mankato
Bachelor of Science, Financial Planning

Joe Stejskal Joe Stejskal Greater Minneapolis-St. Paul Area Details
Joe Stejskal's All Star Financial Experience June 2015 - August 2015
Job Intern at All Star Financial
Industry Financial Services
Experience
All Star Financial   June 2015 - August 2015
Toledo Walleye  March 2015 - May 2015
Gwinnett Gladiators  October 2014 - March 2015
TCI Business Capital  May 2014 - August 2014
Florida Everblades  September 2013 - April 2014
Hamilton Bulldogs Hockey Club  March 2011 - April 2013

Skills
Microsoft Excel, Microsoft Office, Outlook, Financial Analysis, Customer Service, Marketing

Education
Dartmouth College   2007 — 2011
Bachelor’s Degree, Sociology

John Shevlin John Shevlin Greater Minneapolis-St. Paul Area Details
John Shevlin's All Star Financial Experience August 2015 - Present
Job Account Executive at All Star Financial
Industry Financial Services
Experience
All Star Financial   August 2015 - Present
Synthes  September 2008 - July 2015
Independent School District 196  April 2008 - June 2008
Bolder Options  January 2007 - May 2008
Game Speed Football Academy   December 2006 - July 2007

Skills
Operating Room, Sales, Surgeons, Surgical Instruments, Medical Devices, Capital Equipment, Marketing, Orthopedic, C-Suite Selling, Healthcare Reimbursement, Supply Chain Consulting, Business Innovation

Education
University of Minnesota-Twin Cities   2006 — 2008
Masters, Kinesiology

University of Minnesota-Twin Cities   2003 — 2006
Bachelors, Communications & Business

Jason Flicek Jason Flicek Phoenix, Arizona Area Details
Jason Flicek's All Star Financial Experience December 2006 - February 2007
Job Sales and Marketing Professional
Industry Consumer Goods
Experience
Blue Buffalo Co  February 2015 - Present
Blue Buffalo Co  May 2013 - February 2015
Blue Buffalo Co  August 2012 - May 2013
General Mills  November 2011 - September 2012
Amazon.com  August 2010 - November 2011
General Mills  June 2008 - August 2010
All Star Financial   December 2006 - February 2007

Skills
Cross-functional Team..., Competitive Analysis, Market Research, Analysis, Forecasting, Process Improvement, Strategy, Leadership, Management, Operations Management, Sales, Strategic Planning, CRM, Analytics, Business Development, Budgets, Business Strategy, Business Planning, Business Intelligence, Consumer Package Goods, Business Analysis, Marketing Strategy, Retail Category..., Retail Sales, Consumer Packaged Goods..., Data Analysis, Nielsen, IRI, Tactical Sales Planning, P&L Management, Gfk, Merchandising, Program Management, Corporate Strategy...

Education
Arizona State University, W. P. Carey School of Business   2010 — 2012
Master of Business Administration (M.B.A.), Marketing

St. Olaf College   2004 — 2008
BA, Business/Managerial Economics

Laurel Rigsbee Laurel Rigsbee Arlington, Virginia Details
Laurel Rigsbee's All Star Financial Experience December 2010 - 2011
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte  November 2013 - Present
Resolution Economics  April 2013 - November 2013
Resolution Economics  April 2012 - April 2013
Resolution Economics  May 2011 - April 2012
All Star Financial   December 2010 - 2011
Women's Microfinance Initiative  June 2010 - August 2010
Smolny Institute St. Petersburg State University  August 2009 - December 2009

Skills
SAS, Data Analysis, Economics, Analysis, Microsoft Excel, Russian, Statistics, Research, PowerPoint, Qualitative Research, Econometrics, Variation Analysis, Exposure Assessment, Data Cleaning, Labor Economics, Eviews, Litigation Support, Nonprofits, Economic Research, Quantitative Analytics, Data Mining, Tableau, MicroStrategy, Project Management

Education
Occidental College   2007 — 2011
BA, Economics/ Russian Studies

Saint Petersburg State University   2009 — 2009
Russian Studies

Mounds Park Academy   2003 — 2007

Nick Fuerst Nick Fuerst Greater Minneapolis-St. Paul Area Details
Nick Fuerst's All Star Financial Experience January 2009 - February 2009
Job Sales Represtative at Fuerst Art & Printing
Industry Sports
Experience
Fuerst Art & Printing   June 2009 - Present
City of Oakdale Public Works   June 2007 - June 2009
All Star Financial   January 2009 - February 2009

Education
St. Olaf College   2005 — 2009
Economics, Management Studies

Michele Lenz Michele Lenz Minneapolis, Minnesota Details
Michele Lenz's All Star Financial Experience September 2015 - Present
Job Client Associate at All Star Financial
Industry Financial Services
Experience
All Star Financial   September 2015 - Present
University of Wisconsin Athletic Department  January 2015 - August 2015
UW Credit Union  January 2014 - July 2015
University of Wisconsin-Madison Office of Admissions   August 2012 - January 2015
SVA Plumb Financial   June 2014 - August 2014

Skills
Spanish, Social Media, Interpersonal..., Time Management, Customer Service, Tax Preparation, Public Speaking, Personal Finance, Recruiting, Teamwork, Event Planning, Research, Finance, Social Networking, Wealth Management, Interpersonal Skills, Leadership

Education
University of Wisconsin-Madison   2011 — 2015
B.S. Personal Finance, Certificate in Business

Universidad de Salamanca   2011 — 2011
Spanish Language & Culture

Connor Quinn Connor Quinn Greater Minneapolis-St. Paul Area Details
Connor Quinn's All Star Financial Experience June 2014 - August 2014
Job Intern at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   June 2015 - Present
All Star Financial   June 2014 - August 2014

Skills
Microsoft Excel, Statistics, Hockey, PowerPoint, Economics

Education
St. Olaf College   2012 — 2016
Bachelor of Arts (B.A.), Economics, Statistics

St. Louis University High School   2005 — 2009
Diploma

Matt Cosgriff, CFP® Matt Cosgriff, CFP® Greater Minneapolis-St. Paul Area Details
Matt Cosgriff, CFP®'s All Star Financial Experience August 2013 - August 2014
Job Financial Advisor at BerganKDV► Helping Professionals Be Smart with Their Money
Industry Financial Services
Experience
Lifewise   July 2015 - Present
BerganKDV  October 2014 - Present
All Star Financial   August 2013 - August 2014
All-Star Fundraising   April 2011 - September 2013
All Star Financial   August 2011 - August 2013
St Olaf College  April 2010 - May 2011
All Star Financial   June 2010 - August 2010
All-Star Fundraising   June 2009 - May 2010
Minnesota Made   2005 - 2009

Skills
Personal Financial..., Intrapreneurship, Millennials, Financial Wellness, Investments, Qualified Retirement..., Personal Finance, Social Security, Technology, Retirement Plan..., Budgeting, Research, Action Selling, Entrepreneurship, Business Innovation, Risk Tolerance, Fiduciary, Teamwork, Fundraising, Student Loans, Microsoft Office, Lean Startup, Financial Planning, Interpersonal, Morningstar, Google Analytics, Social Networking, LinkedIn, Dreamweaver, Website Management, Sales Presentations, Social Security..., Phone Skills, PowerPoint skills, Multitasker, iPhone, Twitter, Retirement Planning, Finance, Excel, Coaching, Mentoring, Public Speaking

Education
St. Olaf College   2007 — 2011
Bachelor of Arts (B.A.), Economics & Finance

Minnesota State University, Mankato   2012 — 2014
Certified Financial Planner (™), Financial Planning

Breck School   1995 — 2007
K-12

Ross Trousdale Ross Trousdale Greater Minneapolis-St. Paul Area Details
Ross Trousdale's All Star Financial Experience June 2012 - September 2012
Job Merchant Analyst Connected Car at Best Buy
Industry Financial Services
Experience
Best Buy  March 2015 - Present
Best Buy  June 2013 - February 2015
All Star Financial   June 2012 - September 2012
Kemps LLC  May 2011 - September 2011
Beef O' Brady's   June 2010 - October 2010
Impact hockey  May 2008 - September 2008

Skills
Inventory Management, Retail, Economics, Corporate Finance, Equities, Morningstar Direct, Axys, Microsoft Office, Statistics, Finance, Financial Analysis, Merchandising, Portfolio Management, Sales

Education
St. Olaf College   2009 — 2011
Bachelor of Arts (B.A.), Economics; Finance

Henrik Wood Henrik Wood Minneapolis, Minnesota Details
Henrik Wood's All Star Financial Experience June 2013 - August 2013
Job Financial Analyst at Valspar
Industry Business Supplies and Equipment
Experience
Valspar  August 2014 - Present
St Olaf Norwegian Department   September 2010 - May 2014
All Star Financial   June 2013 - August 2013
Bastø Fosen   June 2011 - August 2011
Bastø Fosen   May 2010 - September 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, HTML, Research, Teamwork, Data Analysis, Statistics, Fundraising, Economics, Finance

Education
St. Olaf College   2010 — 2014
Bachelor of Arts (B.A.), Economics with a Finance Emphasis

Norges Toppidrettsgymnas (NTG)   2006 — 2009

Bob Klefsaas, CFP®, AIF®, CFDS Bob Klefsaas, CFP®, AIF®, CFDS Greater Minneapolis-St. Paul Area Details
Bob Klefsaas, CFP®, AIF®, CFDS's All Star Financial Experience January 1990 - Present
Job President at All Star Financial | "Build Wealth. Retain Wealth."
Industry Investment Management
Experience
All Star Financial   January 1990 - Present
BankVista  2000 - Present
Hays Investment Advisors   1997 - January 2014

Skills
Registered Investment..., Certified Financial..., Comprehensive Wealth..., Entrepreneur, Strategic Planning, Retirement Planning, Retirement Income..., Estate Planning, Income Tax, 401k Rollovers, Employee Benefits, 529 Plans, Morningstar, Professional Networking, Economics, AIF, Fiduciary Role

Education
St. Olaf College   1978 — 1982
BA, Economics and Finance

Park Center High School

Norman Berk Norman Berk Greater Boston Area Details
Norman Berk's All Star Financial Experience 2000 - 2010
Job Principal at Berk Cleveland Rathmell Wealth Strategies, LLC
Industry Investment Management
Experience
Berk Cleveland Rathmell Wealth Strategies, LLC   April 2002 - Present
All Star Financial   2000 - 2010
Berk Patterson CPA   1980 - 1998

Skills
Strategic Financial..., Retirement Planning, Investments, Finance, Investment Management, Management, Personal Finance, CPA, Estate Planning, Retirement, Portfolio Management, Wealth Management..., Asset Allocation, Income Tax, Investment Advisory

Education
Syracuse University College of Law   1966 — 1969
J.D., Tax Law/Taxation

City University of New York-Brooklyn College   1962 — 1966
BS, Economics

james madison high school   1959 — 1962

Trisha Downing Trisha Downing Greater Minneapolis-St. Paul Area Details
Trisha Downing's All Star Financial Experience December 2012 - June 2015
Job Client Associate Professional seeking opportunities
Industry Financial Services
Experience
All Star Financial   December 2012 - June 2015

Education
Minnesota State University, Mankato   1998 — 2003

Evan Klefsaas Evan Klefsaas Greater Minneapolis-St. Paul Area Details
Evan Klefsaas's All Star Financial Experience September 2008 - Present
Job Operations Manager at All Star Fundraising
Industry Financial Services
Experience
All Star Fundraising   August 2009 - Present
All Star Financial   September 2008 - Present
Eastview High School  March 2008 - Present
UPS  June 2006 - February 2007

Education
St. Olaf College   2003 — 2008
BA, Economics

Sam Windsor Sam Windsor Greater Minneapolis-St. Paul Area Details
Sam Windsor's All Star Financial Experience June 2008 - September 2008
Job Financial Advisor at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group  June 2009 - Present
All Star Financial   June 2008 - September 2008

Education
St. Olaf College   2005 — 2009
B.A., Economics, Finance