Allianz Life of North America
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Allianz Life of North America Employees
CTB Financial Services, Ltd. November 2002 - Present
United Resource Networks (Now OptumHealth) March 2004 - December 2005
Allianz Life of North America November 2000 - November 2002
AIG – Group Management Division November 1999 - November 2000
UnitedHealthcare International October 1996 - November 1999
Skills
Portfolio Design and..., Retirement Income..., Income Tax Planning, Estate and Tax Planning, Financial Planning, Tax, Personal Finance, Estate Planning, Asset Management, Investment Advisory, Succession Planning, Compliance, Financial Advisory, Wealth Management
Education
The American College 2000 — 2002
Certified Financial Planner (CFP), Personal Finance
Indiana University Bloomington 1994 — 1996
MA - International Business, International Business and European History
Hope College 1987 — 1991
BA, Philosophy, German Lit (double major)
Universität Freiburg im Breisgau 1989 — 1990
Optum April 2014 - Present
Target November 2012 - April 2014
Allianz Life of North America March 2011 - October 2012
Allianz Life January 2006 - March 2011
Travelers 1997 - May 2004
Skills
Salary Administration, Budgeting, Analysis, Accounting, Sales Compensation..., Market Pricing, Compensation..., Budgets, Finance, Incentive Programs, Financial Analysis, Compensation Structures, Forecasting, PeopleSoft, Personnel Management, Human Resources, Payroll, Sales Compensation, Strategy, Employee Benefits, Performance Management, Management, Leadership, Process Improvement
Education
University of St. Thomas 2005 — 2009
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1997
BSB, Accounting
Foresters 2011 - Present
Long Term Care for Tomorrow, LLC 2008 - 2011
Allianz Life of North America 2004 - 2008
US Bank 2003 - 2004
Aflac 2002 - 2003
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Retirement, Insurance, Long-term Care, Sales, Disability Insurance, Leadership, IRAs, Term Life Insurance, Long Term Care Insurance, Sales Management, Director, Sales Training, Presentations, Public Speaking, Business Analysis, Market Research, Web Presentations, Motivating Performance, Issue Resolution, Health Insurance, Insurance Sales, CLU, ChFC, LTCP, CLTC, Economics, Finance, Recruitment, Customer Satisfaction, Interpersonal Skill, Enthusiastic..., Driven, Highly Dedicated, Contract Negotiation, Computer Science, Highly self-motivated, Account Resolution, External Wholesaler, Selling Skills, Training
Education
Gustavus Adolphus College 1997 — 2002
Financial Economics Emphasis in Computer Science
Fridley High School 1993 — 1997
Wells Fargo Bank 2010 - Present
Soroptimist International of the Twin Cities June 2012 - Present
Board Member Soroptimist International of Greater Minneapolis June 2010 - May 2012
Wells Fargo 2006 - 2010
American Express Financial Group (aka Ameriprise Financial) 2002 - 2005
American Express Financial Group (aka Ameriprise Financial) 2000 - 2002
American Express Financial Group (aka Ameriprise Financial) 1995 - 2000
Allianz Life of North America 1991 - 1995
Individual Assurance Company, Life, Health & Accident 1988 - 1991
Skills
Business Analysis, Cross-functional Team..., Project Management, Program Management, Risk Management, Project Portfolio..., Strategy, Change Management, PMO, Financial Services, Leadership, Wealth Management, Management, Strategic Planning, Business Planning, Integration, Team Building, Insurance, Series 7, Vendor Management
Education
University of Missouri-Kansas City
BA
Mickelson Asset Managers, LLC March 2007 - Present
AncoraVista March 2007 - Present
Allianz Life of North America 2001 - March 2003
Mark Arens State Farm Agency December 2000 - November 2001
Education
Colorado State University
Bachelor of Applied, Human Sciences
First Trust Portfolios 2012 - Present
Sun Life Financial March 2010 - January 2012
ING USA ANNUITY & LIFE INSURANCE COMPANY July 2007 - March 2010
Allianz Life of North America 2005 - 2007
MFS INVESTMENT MANAGEMENT, Boston, MA December 1999 - December 2004
KEMPER/SCUDDER DISTRIBUTORS, INC, Chicago, IL August 1996 - December 1999
LASALLE FINANCIAL SERVICES, Chicago, IL January 1992 - August 1996
Skills
National Account..., Mutual Funds, Securities, Insurance, New Business Development, Series 7, Series 63, Consultative Selling, Retirement, 401k, Account Management, Alternative Investments, Asset Allocation, Asset Management, Awesomeness, Banking, Bonds, ETFs, Employee Benefits, Equities, Estate Planning, FINRA, Financial Advisory, Financial Analysis, Financial Services, Fixed Annuities, Fixed Income, Hedge Funds, IRAs, Investment Advisory, Investment Management, Investment Strategies, Investments, Leadership, Life Insurance, Long-term Care, Management, Mergers, Negotiation, Pensions, Portfolio Management, Relationship Management, Retirement Planning, Risk Management, Separately Managed..., Selling, Series 24, Series 65, Strategic Financial..., Variable Annuities
Education
College of DuPage
GreenTree May 2015 - Present
faridianslip, inc December 2001 - Present
Thomson Reuters January 2014 - April 2015
Thomson Reuters January 2012 - December 2013
Mayo Clinic October 2011 - December 2011
Target December 2010 - October 2011
Thomson Reuters May 2008 - December 2010
Deluxe Corporation December 2007 - April 2008
GMAC RFC December 2005 - November 2007
Allianz Life of North America January 2002 - December 2005
Skills
Agile Methodologies, Project Management, BizTalk, AppFabric, .NET, WCF, Web Services, ADFS, ASP.NET, ASP.NET MVC, Solution Architecture, Architecture, Enterprise Architecture, SOA, XML, Microsoft SQL Server, Scrum, Security, ADO.NET, Visual Basic, SharePoint, Cloud Computing, Integration, Business Intelligence, C#, Microsoft Technologies, E-commerce, Software Development, EAI, Design Patterns, TFS, IT Strategy, IIS, Software Project..., Requirements Analysis, Disaster Recovery, Agile Project Management, SDLC, Quality Assurance, Business Analysis, System Architecture, Databases, Web Applications, Data Warehousing, Requirements Gathering, Visual Studio, SQL, Data Modeling, UML, T-SQL
Education
University of Saint Thomas 1997 — 2000
Masters
Minnesota State University, Mankato 1993 — 1996
Bachelors
Southeast Missouri State University 1992 — 1993
N?A
other
Aliante Gaming October 2012 - Present
Wyndham Worldwide September 2012 - December 2012
411 Locals April 2012 - August 2012
C.H. Robinson Worldwide, Inc. July 2009 - January 2011
Allianz Life of North America August 2007 - March 2008
Skills
Active Directory, Blackberry Enterprise..., Citrix, Windows, Hardware Support, Windows 7, Windows Server, Microsoft Exchange, HTML, Help Desk Support, CSS, XP, Network Administration, Service Desk, Technical Support, Windows XP, Troubleshooting, Computer Hardware, Servers
Education
University of Phoenix 2009 — 2009
Associate's degree, Information Technology
Elk River High School
Dytec Midwest May 2013 - Present
FCx Performance/Simone Engineering June 2011 - October 2012
Cummins Generator Technologies August 2010 - February 2011
Allianz Life of North America December 2009 - April 2010
Emerson Process Management October 2005 - July 2009
Xerox Services December 2000 - June 2005
Eleventh Street Diner May 1996 - September 1999
Darden Restaurants June 1994 - March 1999
Skills
Sales, Troubleshooting, Logistics, Process Improvement, CRM, Sales Management, Microsoft Office, Customer Service, Project Management, Leadership, Account Management, Microsoft Excel, Strategic Planning, Engineering, Automation, New Business Development, Cross-functional Team..., Lean Operations, Lean Thinking, Customer Retention, Long-term Customer..., Customer Reference, RMA, Process Engineering, Technical Product Sales, Technical Product..., Technical Support, Dispute Resolution, Invoicing, Purchasing, Quality System, Problem Solving, Consultative Sales..., Employee Training, Physical Inventory, Spanish-speaking, Continuous Improvement, Process Automation, Manufacturing, Process Control, Software Documentation, International Sales, Competitive Analysis, Key Account Management, Industrial Control, Product Management, Product Development, Start-ups, Electricians
Education
Florida State University 1999 — 2005
Bachelor of Science (B.S.), Electrical Engineering
Miami-Dade College, North Campus 1996 — 1999
Palm Springs Jr. High
Catherine Mulder Consulting July 2012 - Present
Pottery Barn June 2013 - August 2013
Comcast Business April 2013 - June 2013
Productive Corp. 2012 - 2012
Regency Beauty Institute 2009 - 2011
The Cleveland Company 2008 - 2009
ALLIANZ LIFE OF NORTH AMERICA 2007 - 2008
Skills
Sales Support, Sales, Admissions, Customer Relations, Public Relations, Account Management, Administration, Home Staging, Accessorizing, Color Selections, Fabric Selection, Real Estate Staging, Color Boards, Inspiration Boards, Sales Operations, New Business Development, Customer Service, CRM, System Administration, Cold Calling, Lead Generation, Selling, Training, Team Building, Management, Marketing, Time Management, Advertising, Human Resources, Retail, Networking
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts (B.A.), Journalism and Communications
Investment Advisory September 2014 - Present
AEI Fund Management, Inc August 2013 - March 2014
Ameriprise Financial Services, Inc. September 2012 - July 2013
Financial Services in Minneapolis Minnesota October 2010 - October 2012
Allianz Life of North America March 2005 - September 2010
Mark Arens State Farm January 2000 - January 2001
Education
Dakota County Technical College
AA, Landscape Design
Metropolitan State University-St
Psychology
Normandale Community College
General
WellsFargo ConsultantWells Fargo2008 - Present
Verifications, Inc. November 2007 - August 2008
Agri-Bank April 2004 - August 2008
ShopNBC 2007 - 2007
GMAC-RFC December 2005 - July 2006
Travelers Insurance 2002 - 2003
Allianz 2001 - 2003
Allianz Life of North America 2001 - 2003
Allianz Life 2000 - 2002
Hickory Tech March 2001 - September 2001
Skills
SDLC, Agile Methodologies, Business Analysis, Software Development, SOA, Requirements Analysis, XML, Enterprise Architecture
Education
University of Minnesota Duluth 1990 — 1994
Air-serv Group, LLC November 2007 - November 2013
Allianz Life 1998 - 2006
Allianz Life of North America 1998 - 2006
Skills
SPHR, CEBS, Performance Management, HRIS, Employee Relations, Human Resources, Culture, Onboarding, Training, Benefits Administration, Employee Benefits, Process Improvement, Employee Engagement, Talent Management, College Recruiting, Succession Planning, Compensation & Benefit, New Hire Orientations
Education
St. Mary's University
Master of Arts, Human and Health Services Administration
University of Minnesota-Twin Cities
Bachelor of Arts, Sociology
Munich Re North America January 2013 - Present
IHC Health Solutions October 2011 - November 2012
Security Life Insurance Company of America July 2010 - October 2011
Superior Edge 2008 - 2009
AIMS 2006 - 2007
Allianz Life of North America 2005 - 2006
Allianz Life 2000 - 2005
NWNL 1984 - 1988
Education
St. Cloud State University 1980 — 1984
BS -Finance, Economics, Marketing
Allianz Life of North America 2005 - 2012
Allianz Life of North America 2004 - 2005
Allianz Life of North America 2002 - 2004
Skills
MS Project, Microsoft Excel, Microsoft Access, Cognos, Visio, SharePoint, Business Intelligence, Requirements Analysis, Business Analysis, SDLC, Business Process..., Change Management, SQL, Requirements Gathering, Project Management, Process Improvement, Vendor Management, Business Requirements, Data Warehousing, Business Process, Project Portfolio..., Resource Management, Six Sigma, Team Leadership, Software Development, IT Strategy, Integration, Enterprise Architecture, Analysis, Cross-functional Team..., Software Project..., Program Management, Microsoft SQL Server, Data Modeling, Databases, Risk Management, SOA, Management, User Acceptance Testing
Education
California Lutheran University
Bachelor's degree