Ameritas Financial Center
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Ameritas Financial Center Employees
JPMorgan Chase & Co. January 2015 - Present
Omaha Symphony October 2011 - June 2014
Ameritas Financial Center August 2013 - January 2014
United States Air Force July 2011 - May 2012
United States Air Force September 2009 - June 2011
United States Air Force June 2006 - September 2009
Best Buy April 2001 - December 2001
Skills
Microsoft Office, DoD, Security Clearance, Project Management, Customer Service, Technical Writing, Government, Event Planning, Military, Research, Outlook, Program Management, PowerPoint, International Relations, Strategic Planning, Microsoft Excel, Visio, Social Media, Access, Management, Training, Public Speaking, Analysis
Education
Creighton University 2012 — 2014
Bachelor of Science in Business Administration (B.S.B.A), Financial Analysis
Community College of the Air Force 2006 — 2013
Associate of Applied Science (A.A.S.), Communications Application Technology
Defense Language Institute 2006 — 2008
Associate of Arts (A.A.), Chinese - Mandarin
Manhattan School of Music 2004 — 2005
Violin Performance
Southern Methodist University 2003 — 2004
Violin Performance
Aon Risk Solutions January 2015 - Present
Aon Risk Solutions July 2013 - December 2014
Ameritas Financial Center August 2012 - May 2013
Divots Conference Center May 2012 - August 2012
Nebraska Wesleyan University January 2012 - May 2012
Daycos July 2009 - August 2011
Brandon and Tammy Day October 2004 - July 2011
Big Apple Bagels October 2008 - May 2009
Papa Murphy's International June 2007 - October 2008
Skills
Event Planning, Communicative Skills, Oral & Writing Skills, Facebook Fan Page..., Microsoft Excel, Microsoft Office, PowerPoint, Prezi, Constant Contact, Leadership, Social Media, Social Networking, Marketing, Recruiting, QuickBooks, Customer Service, Public Relations, Accounting, Facebook, Communication
Education
Nebraska Wesleyan University 2010 — 2013
Bachelor of Science (B.S.), Majors: Business Administration & Communication Minor: Marketing
Northeast Community College 2009 — 2010
Associate of Arts, Business
Norfolk Senior High 2006 — 2009
High School
UnitedHealth Group January 2015 - Present
UnitedHealth Group July 2011 - Present
Ameritas Financial Center January 2010 - May 2010
US Bank May 2008 - August 2008
Concord Homes May 2004 - May 2008
AIM Healthcare May 2003 - August 2004
Skills
Insurance, Health Insurance, Customer Service, Marketing, Access, Employee Benefits, Finance, Financial Analysis, Sales, Leadership, Process Improvement, Microsoft Excel
Education
University of Nebraska-Lincoln 2004 — 2010
Masters of Business Administration, Business
Roof Tech April 2015 - Present
Ameritas Financial Center March 2012 - April 2015
Anderson Ford March 2010 - March 2012
Capital Mitsubishi March 2008 - March 2010
United States Marine Corps July 1993 - July 1997
Skills
Strategic Financial..., Disability Insurance, Life Insurance, Variable Annuities, Mutual Funds, Insurance, Retirement Planning, Business Planning, Estate Planning, Investments, IRAs, Retirement, Term Life Insurance, Fixed Annuities, Whole Life, Long-term Care, 401k, Customer Service
Education
Southeast Community College 1997 — 1999
Associate's of applied science, Automotive Engineering Technology/Technician
Lincoln Northeast High School 1990 — 1993
H.S. degree, General
Ameritas Financial Center January 2013 - Present
Skills
Strategic Financial..., FINRA, Finance, Retirement Planning, Public Speaking, Disability Insurance, Life Insurance, Mutual Funds, Variable Products, College Education..., Series 65, Series 6, Series 63
Education
University of Nebraska-Lincoln 2007 — 2012
Bachelor of Science (B.S.), Natural Resource Economics
Don Wittler & Will Wittler of Ameritas Investment Corp. April 2015 - Present
Ameritas Investment Corp. January 2009 - Present
Ameritas Financial Center January 2009 - March 2015
Arbor Bank December 2005 - January 2009
Cozad State Bank & Trust Co. May 1999 - December 2005
Skills
Portfolio Management, Securities, Investments, Financial Services, Retirement Planning, Life Insurance, Finance, Wealth Management, Mutual Funds, Series 7, Banking, Investment Advisory, Disability Insurance, Strategic Financial..., FINRA, Investment Strategies, Financial Planners, IRAs, 401k Rollovers, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Retirement, Financial Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science in Agricultural Science & Natural Resources, Agribusiness & Agricultural Economics
Nemaha Valley High School 1991 — 1995
Ameritas Financial Center October 2012 - Present
Thrivent Financial for Lutherans June 1993 - September 2011
Ameritas May 1991 - June 1993
Skills
Series 6, Series 7, Series 63, Series 66, Coaching, Social Media, Sales Management, Team Leadership, New Business Development, Networking, Strategic Planning, Revenue Growth..., Marketing Strategy, Staff Development, GAMA Essentials of..., Uniform Combined State..., Insurance, Retirement Planning, Marketing, Leadership, Recruiting, Finance, Retirement, Fixed Annuities, Financial Advisory, Sales, Mutual Funds
Education
Doane College 1987 — 1991
Bachelor's, Business Administration and Economics
Gothenburg High School 1983 — 1987
High School Diploma, College Preparatory Courses
Creighton University June 2013 - Present
Creighton University October 2010 - Present
Frank A. Kreifels & Associates February 2009 - October 2010
Ameritas Financial Center October 2008 - February 2009
Skills
Fundraising, Finance, Strategic Financial..., Estate Planning, Nonprofits, Microsoft Office, Community Outreach, Legal Writing, Securities, Legal Research, Volunteer Management
Education
Creighton University School of Law 2005 — 2008
Juris Doctor, Business Law Concentration
Creighton University College of Business Administration 2001 — 2005
BSBA, Finance Major
ConAgra Foods March 2015 - Present
Werner Enterprises December 2013 - March 2015
Ameritas Financial Center September 2013 - January 2014
Werner Enterprises June 2013 - September 2013
University of Nebraska-Lincoln August 2009 - June 2013
Elliott Equipment May 2012 - March 2013
The Rock Place LLC May 2008 - May 2012
Soil-Tek Solutions May 2007 - May 2008
Skills
Written & Verbal..., Reliability, Dependable Team Player, Strong Work Ethic, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Customer Service, Recruiting, Manufacturing, Teamwork, Marketing, Logistics
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Business Administration (B.B.A.)
First Nebraska Educators Credit Union April 2015 - Present
Walmart January 2015 - Present
Ameritas Financial Center September 2013 - March 2014
Together Omaha March 2013 - May 2013
Nebraska Wesleyan University August 2009 - March 2013
South Pointe Cinema, Douglas Theatres April 2006 - August 2009
Skills
Social Media Marketing, Finance, Project Management, Sales, Life Insurance, Leadership Development, Retirement Planning, Investments, Financial Analysis, Training, Spanish, Consulting, Organizational..., IRAs, Social Entrepreneurship, Microsoft Office, Asset Management, Customer Service, Innovation Management, Microsoft Excel, Management, Public Speaking, PowerPoint, Banking
Education
Nebraska Wesleyan University 2009 — 2013
B.S.B.A., Business Administration, 3.30
Nebraska Wesleyan University
Master of Business Administration (MBA), Finance, 3.00
Creighton University
Ph.D. Finance, Finance, General
GeoWealth Management December 2014 - Present
Envestnet, Inc March 2014 - December 2014
Envestnet, Inc November 2012 - March 2014
Envestnet, Inc April 2011 - November 2012
Ameritas Financial Center January 2010 - December 2010
Knudsen, Burkheimer, Richardson, & Endacott, LLC January 2009 - April 2010
Beta Theta Pi, Alpha Tau Chapter January 2008 - January 2009
Skills
Microsoft Excel, Leadership, PowerPoint, Time Management, Microsoft Office, Public Speaking, Recruiting, Microsoft Word, Access, Social Media, Customer Service, Research, Analysis, Sales, Strategic Planning, Outlook, Teamwork, Team Leadership, Management, Mutual Funds
Education
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Science in Business Administration, Economics
CFA Institute
2016 Level III Candidate in the CFA Program
Academic Advantage Child Development Center, Inc. April 2004 - Present
Ameritas Financial Center November 2001 - March 2005
Kenexa April 2000 - August 2001
Kaplan Test Prep and Admissions November 1999 - April 2000
Talent Plus, Inc. October 1997 - November 1999
Gallup August 1995 - October 1997
National Bank of Commerce April 1994 - August 1995
Skills
Training, Employee Training, Event Planning, Insurance, Strategic Planning, Organizational..., Budgets, Recruiting, Human Resources, Management, Fundraising, Employee Benefits, Coaching, Advertising, Sales, Microsoft Office, Payroll, Marketing, Market Research, Customer Service, Project Management, Interviews, Time Management, Public Speaking, Leadership Development, Research
Education
University of Nebraska-Lincoln 1997 — 1998
Bachelor of Science, Family & Consumer Science - Finance and Family
Southeast Community College 1994 — 1997
Associates Degree of Applied Science, Human Services