Associated Financial Group
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Associated Financial Group Employees
Employee
Years
Job
Industry
Kelly (Ruggles) Verhagen Kelly (Ruggles) Verhagen's Associated Financial Group Experience December 2005 - December 2007
Job Financial Analyst at LifeLock
Industry Consumer Services
Experience
LifeLock July 2014 - Present
Fox Valley Technical College March 2009 - July 2014
Fox Valley Technical College September 2007 - March 2009
Associated Financial Group December 2005 - December 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Budgets, Financial Reporting, Grants, Compliance, Financial Audits, PeopleSoft, Financial Forecasting, SAP BI, FRx Report Designer, Microsoft Dynamics GP, Customer Service
Education
Lakeland College 2009 — 2013
Master of Business Administration (MBA), Business Administration - Project Management
Lakeland College 2005 — 2009
Bachelor of Arts (BA), Business Administration
Fox Valley Technical College 2003 — 2005
Associate of Arts and Sciences (AAS), Banking and Financial Services
LifeLock July 2014 - Present
Fox Valley Technical College March 2009 - July 2014
Fox Valley Technical College September 2007 - March 2009
Associated Financial Group December 2005 - December 2007
Skills
Accounting, Financial Analysis, Auditing, Finance, Budgets, Financial Reporting, Grants, Compliance, Financial Audits, PeopleSoft, Financial Forecasting, SAP BI, FRx Report Designer, Microsoft Dynamics GP, Customer Service
Education
Lakeland College 2009 — 2013
Master of Business Administration (MBA), Business Administration - Project Management
Lakeland College 2005 — 2009
Bachelor of Arts (BA), Business Administration
Fox Valley Technical College 2003 — 2005
Associate of Arts and Sciences (AAS), Banking and Financial Services
Emma Ricke Emma Ricke's Associated Financial Group Experience June 2014 - August 2014
Job Human Resources Intern Andersen Corporation
Industry Human Resources
Experience
Associated Financial Group June 2014 - August 2014
Thomson Reuters July 2013 - August 2013
Colon and Rectal Surgery Associates, Ltd. June 2012 - August 2012
Tawshi El Salon December 2011 - August 2012
Skills
Teamwork, Value Driven, Time Management, Social Media, Administration, Outlook, Customer Service, NextGen, WebEx, Team Leadership, Fundraising, Human Resources, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Saint Thomas 2013 — 2016
Human Resources Management
Humboldt University of Berlin 2015 — 2015
University of Wisconsin-Madison 2012 — 2013
Totino-Grace High School 2008 — 2012
Associated Financial Group June 2014 - August 2014
Thomson Reuters July 2013 - August 2013
Colon and Rectal Surgery Associates, Ltd. June 2012 - August 2012
Tawshi El Salon December 2011 - August 2012
Skills
Teamwork, Value Driven, Time Management, Social Media, Administration, Outlook, Customer Service, NextGen, WebEx, Team Leadership, Fundraising, Human Resources, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Saint Thomas 2013 — 2016
Human Resources Management
Humboldt University of Berlin 2015 — 2015
University of Wisconsin-Madison 2012 — 2013
Totino-Grace High School 2008 — 2012
Grant Bassamore's Associated Financial Group Experience March 2011 - March 2014
Job Commercial Account Manager at AhmannMartin (Ahmann Martin)
Industry Insurance
Experience
Ahmann-Martin (Ahmann Martin) April 2014 - Present
Associated Financial Group March 2011 - March 2014
Minnesota School of Business March 2010 - March 2011
American Family Insurance September 2005 - March 2010
Skills
Workers Compensation, Property & Casualty..., Surety Bonds, Risk Management, Risk Assessment, Professional Liability, Contract Management, Commercial Insurance, Disability Insurance, Casualty Insurance, Insurance, Liability, Life Insurance, General Insurance, Health Insurance
Education
South Dakota State University 2003 — 2008
Bachelor of Arts (BA), Business Economics
Ahmann-Martin (Ahmann Martin) April 2014 - Present
Associated Financial Group March 2011 - March 2014
Minnesota School of Business March 2010 - March 2011
American Family Insurance September 2005 - March 2010
Skills
Workers Compensation, Property & Casualty..., Surety Bonds, Risk Management, Risk Assessment, Professional Liability, Contract Management, Commercial Insurance, Disability Insurance, Casualty Insurance, Insurance, Liability, Life Insurance, General Insurance, Health Insurance
Education
South Dakota State University 2003 — 2008
Bachelor of Arts (BA), Business Economics
Karen Urvand Karen Urvand's Associated Financial Group Experience April 2013 - Present
Job Client Systems Project Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group April 2013 - Present
Associated Financial Group 2010 - April 2013
Associated Financial Group 2006 - 2010
Associated Financial Group 2004 - 2006
Skills
Disability Insurance, Employee Benefits, Health Insurance, Benefits Administration, Health Savings Accounts, Insurance, Life Insurance
Education
Carleton College 1996 — 2000
BA, Political Science
Associated Financial Group April 2013 - Present
Associated Financial Group 2010 - April 2013
Associated Financial Group 2006 - 2010
Associated Financial Group 2004 - 2006
Skills
Disability Insurance, Employee Benefits, Health Insurance, Benefits Administration, Health Savings Accounts, Insurance, Life Insurance
Education
Carleton College 1996 — 2000
BA, Political Science
Nick Vetrano Nick Vetrano's Associated Financial Group Experience June 2014 - Present
Job Benefits Consultant at Associated Financial Group
Industry Financial Services
Experience
Associated Financial Group June 2014 - Present
Northwood University September 2010 - May 2014
Associated Financial Group 2013 - March 2014
Westlie Motor Co. June 2012 - August 2012
(NUIAS) 2010 - 2012
Skills
Management, Budgets, Microsoft Excel
Education
Northwood University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics
Associated Financial Group June 2014 - Present
Northwood University September 2010 - May 2014
Associated Financial Group 2013 - March 2014
Westlie Motor Co. June 2012 - August 2012
(NUIAS) 2010 - 2012
Skills
Management, Budgets, Microsoft Excel
Education
Northwood University 2010 — 2014
Bachelor of Business Administration (BBA), Finance, Economics
Nichole Keltgen Nichole Keltgen's Associated Financial Group Experience June 2014 - Present
Job Wellness Consultant at Associated Financial Group
Industry Health, Wellness and Fitness
Experience
Associated Financial Group June 2014 - Present
Ceridian July 2012 - April 2014
Ceridian February 2011 - July 2012
Cigna July 2008 - February 2011
CIGNA Behavioral Health July 2006 - July 2008
CIGNA Behavioral Health September 2005 - July 2006
MN Coalition Against Sexual Assault July 2002 - April 2005
Skills
Change Management, Leadership, Training, Program Management, Process Improvement, Management, Psychotherapy, Staff Development, Call Centers, Community Outreach, Team Management, Coaching, Healthcare, Employee Benefits
Education
Saint Mary's University of Minnesota 2001 — 2003
MA, Counseling and Psychological Services
St. Cloud State University 1996 — 1999
BS, Applied Pyschology
BOLD
Olivia Public
Associated Financial Group June 2014 - Present
Ceridian July 2012 - April 2014
Ceridian February 2011 - July 2012
Cigna July 2008 - February 2011
CIGNA Behavioral Health July 2006 - July 2008
CIGNA Behavioral Health September 2005 - July 2006
MN Coalition Against Sexual Assault July 2002 - April 2005
Skills
Change Management, Leadership, Training, Program Management, Process Improvement, Management, Psychotherapy, Staff Development, Call Centers, Community Outreach, Team Management, Coaching, Healthcare, Employee Benefits
Education
Saint Mary's University of Minnesota 2001 — 2003
MA, Counseling and Psychological Services
St. Cloud State University 1996 — 1999
BS, Applied Pyschology
BOLD
Olivia Public
Jose Carreon Jose Carreon's Associated Financial Group Experience June 2014 - Present
Job Benefits Consultant at Associated Financial Group
Industry Higher Education
Experience
Associated Financial Group June 2014 - Present
Thrivent Financial June 2013 - June 2014
Gustavus Adolphus College January 2013 - June 2014
Target June 2013 - August 2013
Gustavus Adolphus College August 2012 - June 2013
Omega Kappa September 2012 - October 2012
Growing Up Healthy September 2010 - December 2010
Faribault High School February 2010 - June 2010
Skills
Spanish-English, PowerPoint, Microsoft Word, Microsoft Excel, Spreadsheets, Graphs, Windows 7, Leadership, Family Business, Coaching, Non-profit Volunteer, Public Speaking, Time Management, Cultural Diversity, Motivation, Budgets, Advertising, Critical Thinking, Spanish
Education
Gustavus Adolphus College 2010 — 2014
Bachelor's degree, Public Accounting, Senior
Faribault High School 2006 — 2010
Associated Financial Group June 2014 - Present
Thrivent Financial June 2013 - June 2014
Gustavus Adolphus College January 2013 - June 2014
Target June 2013 - August 2013
Gustavus Adolphus College August 2012 - June 2013
Omega Kappa September 2012 - October 2012
Growing Up Healthy September 2010 - December 2010
Faribault High School February 2010 - June 2010
Skills
Spanish-English, PowerPoint, Microsoft Word, Microsoft Excel, Spreadsheets, Graphs, Windows 7, Leadership, Family Business, Coaching, Non-profit Volunteer, Public Speaking, Time Management, Cultural Diversity, Motivation, Budgets, Advertising, Critical Thinking, Spanish
Education
Gustavus Adolphus College 2010 — 2014
Bachelor's degree, Public Accounting, Senior
Faribault High School 2006 — 2010
Joe Haskins, CRIS Joe Haskins, CRIS's Associated Financial Group Experience July 2011 - April 2012
Job Client Advocate/Producer at Lockton Companies
Industry Insurance
Experience
Lockton Companies May 2012 - Present
Associated Financial Group July 2011 - April 2012
Sentry Insurance August 2007 - July 2011
Skills
Disability Insurance, Commercial Insurance, Insurance, Employee Benefits, Sales, General Insurance, Risk Management, Selling, Brokers
Education
St. Cloud State University 2002 — 2006
BA, Communications
Lockton Companies May 2012 - Present
Associated Financial Group July 2011 - April 2012
Sentry Insurance August 2007 - July 2011
Skills
Disability Insurance, Commercial Insurance, Insurance, Employee Benefits, Sales, General Insurance, Risk Management, Selling, Brokers
Education
St. Cloud State University 2002 — 2006
BA, Communications
Andrew Koehl Andrew Koehl's Associated Financial Group Experience April 2014 - Present
Job Employee Benefits Consultant
Industry Hospital & Health Care
Experience
Associated Financial Group April 2014 - Present
BMO Harris Bank May 2011 - January 2014
Skills
Health Insurance, Employee Benefits, Sales, Management, Building Relationships, Marketing, Customer Retention, Customer Satisfaction, Account Management, CRM, Sales Process, Cold Calling, Business Expansion, Marketing Strategy, Analysis, Customer Experience, Relationship Management, Banking, Technology Solutions, Benefits Administration, Benefits Negotiation, Customer Service
Education
Lakeland College 2010 — 2013
Bachelor of Business Management, Business Administration and Management, General
Associated Financial Group April 2014 - Present
BMO Harris Bank May 2011 - January 2014
Skills
Health Insurance, Employee Benefits, Sales, Management, Building Relationships, Marketing, Customer Retention, Customer Satisfaction, Account Management, CRM, Sales Process, Cold Calling, Business Expansion, Marketing Strategy, Analysis, Customer Experience, Relationship Management, Banking, Technology Solutions, Benefits Administration, Benefits Negotiation, Customer Service
Education
Lakeland College 2010 — 2013
Bachelor of Business Management, Business Administration and Management, General
David Tollefson, CIC David Tollefson, CIC's Associated Financial Group Experience 2011 - 2014
Job .
Industry Insurance
Experience
Princeton Agencies, Inc 2014 - Present
Associated Financial Group 2011 - 2014
Heartman Insurance 2006 - 2010
UAFC 2001 - 2006
Skills
Insurance, Property & Casualty..., Disability Insurance, Customer Service, Microsoft Office, Microsoft Excel, Account Management, Sales, Business Development, Talent Acquisition, Recruiting, Negotiation, Marketing, Team Building, Commercial Insurance, Risk Management, Sourcing, Process Improvement, Strategic Planning, Marketing Strategy, Health Insurance
Education
Minnesota State University, Mankato
Bachelor of Science
Albert Lea High School
Princeton Agencies, Inc 2014 - Present
Associated Financial Group 2011 - 2014
Heartman Insurance 2006 - 2010
UAFC 2001 - 2006
Skills
Insurance, Property & Casualty..., Disability Insurance, Customer Service, Microsoft Office, Microsoft Excel, Account Management, Sales, Business Development, Talent Acquisition, Recruiting, Negotiation, Marketing, Team Building, Commercial Insurance, Risk Management, Sourcing, Process Improvement, Strategic Planning, Marketing Strategy, Health Insurance
Education
Minnesota State University, Mankato
Bachelor of Science
Albert Lea High School
Jon Kise's Associated Financial Group Experience October 2008 - May 2013
Job Policy Acquisition Associate at GWG Holdings, Inc.
Industry Insurance
Experience
GWG Holdings, Inc. September 2015 - Present
Cottingham & Butler May 2013 - September 2015
Associated Financial Group October 2008 - May 2013
Martin Financial August 2006 - September 2008
National Benefits Group June 2004 - July 2006
Skills
Securities, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Brokers, Health Savings Accounts, Critical Illness, Life Insurance, Long-term Care, COBRA, Benefits Administration, Workers Compensation, Health Care Reform
Education
St. Cloud State University
GWG Holdings, Inc. September 2015 - Present
Cottingham & Butler May 2013 - September 2015
Associated Financial Group October 2008 - May 2013
Martin Financial August 2006 - September 2008
National Benefits Group June 2004 - July 2006
Skills
Securities, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Term Life Insurance, Brokers, Health Savings Accounts, Critical Illness, Life Insurance, Long-term Care, COBRA, Benefits Administration, Workers Compensation, Health Care Reform
Education
St. Cloud State University
Alan Olson Alan Olson's Associated Financial Group Experience May 2010 - February 2013
Job Communications Consultant
Industry Writing and Editing
Experience
The Creative Group October 2013 - Present
Associated Financial Group May 2010 - February 2013
Artisan Pasta September 2009 - December 2009
Graco and Peridot Group March 2009 - July 2009
Graco December 2007 - January 2009
Medtronic 2006 - 2007
University of Minnesota September 2001 - September 2006
Skills
Leadership, Marketing, Marketing Communications, Spanish, Corporate Communications, Internal Communications, Event Management
Education
University of Minnesota-Twin Cities 2005 — 2007
M.A., Strategic Communications
University of Minnesota-Twin Cities 1986 — 1989
B.S., Education
Gustavus Adolphus College 1980 — 1984
B.A., Classics
The Creative Group October 2013 - Present
Associated Financial Group May 2010 - February 2013
Artisan Pasta September 2009 - December 2009
Graco and Peridot Group March 2009 - July 2009
Graco December 2007 - January 2009
Medtronic 2006 - 2007
University of Minnesota September 2001 - September 2006
Skills
Leadership, Marketing, Marketing Communications, Spanish, Corporate Communications, Internal Communications, Event Management
Education
University of Minnesota-Twin Cities 2005 — 2007
M.A., Strategic Communications
University of Minnesota-Twin Cities 1986 — 1989
B.S., Education
Gustavus Adolphus College 1980 — 1984
B.A., Classics
John Oscarson, CLCS John Oscarson, CLCS's Associated Financial Group Experience May 2013 - Present
Job Business Insurance Consultant at Associated Financial Group
Industry Higher Education
Experience
Associated Financial Group May 2013 - Present
Globe Education Network May 2012 - May 2013
Globe Education Network May 2010 - May 2012
Minnesota School of Business Online May 2010 - May 2012
BELTMANN NORTH AMERICA September 2008 - May 2010
Kid Zone for Independent School District June 2001 - August 2008
Skills
Admissions, CampusVue, Adult Education, Higher Education, Customer Service, Retaining Customers, Interviews, Training, Teamwork, Academic Advising, Leadership Development, Public Speaking, Student Development, Time Management, Microsoft Office
Education
The National Underwriter Company 2014 — 2014
Commercial Lines Certified Specialist
Metropolitan State University St 2008 — 2011
Bachelors of Arts Degree, Individualized Studies in History and Cultural Studies
St. Cloud State University 2005 — 2008
Associated Financial Group May 2013 - Present
Globe Education Network May 2012 - May 2013
Globe Education Network May 2010 - May 2012
Minnesota School of Business Online May 2010 - May 2012
BELTMANN NORTH AMERICA September 2008 - May 2010
Kid Zone for Independent School District June 2001 - August 2008
Skills
Admissions, CampusVue, Adult Education, Higher Education, Customer Service, Retaining Customers, Interviews, Training, Teamwork, Academic Advising, Leadership Development, Public Speaking, Student Development, Time Management, Microsoft Office
Education
The National Underwriter Company 2014 — 2014
Commercial Lines Certified Specialist
Metropolitan State University St 2008 — 2011
Bachelors of Arts Degree, Individualized Studies in History and Cultural Studies
St. Cloud State University 2005 — 2008
Jenny Daniels Jenny Daniels's Associated Financial Group Experience May 2012 - Present
Job Commercial Marketer at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group May 2012 - Present
Minnesota Insurance Group April 2010 - May 2012
R J Ahmann January 2002 - February 2010
Kraus-Anderson Insurance August 2000 - January 2002
RL Youngdahl & Associates (Purchased by Arthur J Gallagher) January 1990 - August 2000
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Commercial Lines, Casualty Insurance, General Insurance, Inland Marine, Legal Liability, Liability, Risk Management, Underwriting, Umbrella Insurance, Workers Compensation
Education
St. Cloud State University
Bachelor of Science (B.S.), Business Computer Information Systems
Associated Financial Group May 2012 - Present
Minnesota Insurance Group April 2010 - May 2012
R J Ahmann January 2002 - February 2010
Kraus-Anderson Insurance August 2000 - January 2002
RL Youngdahl & Associates (Purchased by Arthur J Gallagher) January 1990 - August 2000
Skills
Property & Casualty..., Insurance, Casualty, Commercial Insurance, Commercial Lines, Casualty Insurance, General Insurance, Inland Marine, Legal Liability, Liability, Risk Management, Underwriting, Umbrella Insurance, Workers Compensation
Education
St. Cloud State University
Bachelor of Science (B.S.), Business Computer Information Systems
Tyler Krentz Tyler Krentz's Associated Financial Group Experience June 2013 - September 2013
Job TeacherinResident
Industry Primary/Secondary Education
Experience
Achievement First July 2015 - Present
Macalester College May 2015 - July 2015
Macalester College September 2014 - May 2015
Associated Colleges of the Twin Cities September 2014 - December 2014
Macalester College May 2014 - August 2014
CLUES May 2014 - August 2014
Macalester College May 2012 - August 2014
Associated Financial Group June 2013 - September 2013
KleinBank June 2010 - May 2013
Skills
Financial Analysis, Financial Accounting, Banking, Statistical Data..., Analysis, Public Policy, Economics, Teaching, Research, Data Coding, Econometric Modeling, Teaching English as a..., Spanish, Microsoft Excel, Microsoft Office, Qualitative Research
Education
Macalester College 2011 — 2015
Bachelor of Arts (BA), Economics, Cum Laude
Universidad de Salamanca 2013 — 2013
Study Abroad / Non-Degree Seeking, International/Global Studies
Achievement First July 2015 - Present
Macalester College May 2015 - July 2015
Macalester College September 2014 - May 2015
Associated Colleges of the Twin Cities September 2014 - December 2014
Macalester College May 2014 - August 2014
CLUES May 2014 - August 2014
Macalester College May 2012 - August 2014
Associated Financial Group June 2013 - September 2013
KleinBank June 2010 - May 2013
Skills
Financial Analysis, Financial Accounting, Banking, Statistical Data..., Analysis, Public Policy, Economics, Teaching, Research, Data Coding, Econometric Modeling, Teaching English as a..., Spanish, Microsoft Excel, Microsoft Office, Qualitative Research
Education
Macalester College 2011 — 2015
Bachelor of Arts (BA), Economics, Cum Laude
Universidad de Salamanca 2013 — 2013
Study Abroad / Non-Degree Seeking, International/Global Studies
Craig Ulrich's Associated Financial Group Experience 2000 - 2007
Job Director, Small Group Sales at PreferredOne
Industry Insurance
Experience
PreferredOne May 2015 - Present
PreferredOne April 2014 - April 2015
Humana April 2012 - April 2014
Groups Plus Inc. April 2009 - April 2012
Medica November 2007 - April 2009
Associated Financial Group 2000 - 2007
Skills
Dental, Group Medical, Health Savings Accounts, Health Insurance, Group Health, Disability Insurance, Employee Benefits, Critical Illness, Employee Engagement, Flexible Spending..., Cafeteria Plans, COBRA, Group Benefits, Insurance, Health, Wellness Programs, HR Consulting, Retirement Planning, Underwriting, Benefits, Benefits Administration, Long Term Care, Strategic Planning, Compliance, Negotiation, Term Life Insurance, Budgeting, Long-term Care, Employee Wellness, Claim, Sales, Brokers, Dentistry
Education
Minnesota State University, Moorhead 1993 — 1997
BS, Construction Management
PreferredOne May 2015 - Present
PreferredOne April 2014 - April 2015
Humana April 2012 - April 2014
Groups Plus Inc. April 2009 - April 2012
Medica November 2007 - April 2009
Associated Financial Group 2000 - 2007
Skills
Dental, Group Medical, Health Savings Accounts, Health Insurance, Group Health, Disability Insurance, Employee Benefits, Critical Illness, Employee Engagement, Flexible Spending..., Cafeteria Plans, COBRA, Group Benefits, Insurance, Health, Wellness Programs, HR Consulting, Retirement Planning, Underwriting, Benefits, Benefits Administration, Long Term Care, Strategic Planning, Compliance, Negotiation, Term Life Insurance, Budgeting, Long-term Care, Employee Wellness, Claim, Sales, Brokers, Dentistry
Education
Minnesota State University, Moorhead 1993 — 1997
BS, Construction Management
Rachel Wenzel Rachel Wenzel's Associated Financial Group Experience November 2011 - August 2014
Job Account Manager at AhmannMartin (Ahmann Martin)
Industry Insurance
Experience
Ahmann-Martin (Ahmann Martin) August 2014 - Present
Associated Financial Group November 2011 - August 2014
Chaska Dunn Brothers 2008 - 2011
Chaska Juniors Organization 2008 - 2011
Skills
Property & Casualty..., Customer Service, Team Leadership, Microsoft Word, Workers Compensation, Teamwork, Coaching
Education
Minnesota State University, Mankato 2008 — 2011
BA, Marketing
Des Moines Area Community College 2006 — 2008
AA, Liberal Arts
Ahmann-Martin (Ahmann Martin) August 2014 - Present
Associated Financial Group November 2011 - August 2014
Chaska Dunn Brothers 2008 - 2011
Chaska Juniors Organization 2008 - 2011
Skills
Property & Casualty..., Customer Service, Team Leadership, Microsoft Word, Workers Compensation, Teamwork, Coaching
Education
Minnesota State University, Mankato 2008 — 2011
BA, Marketing
Des Moines Area Community College 2006 — 2008
AA, Liberal Arts
Nicole Epple Nicole Epple's Associated Financial Group Experience August 2008 - March 2013
Job Administrative Assistant for The J.A. Price Agency
Industry Insurance
Experience
The J. A. Price Agency March 2015 - Present
Drazan, Henke and Associates September 2013 - August 2014
Associated Financial Group August 2008 - March 2013
SIlverOak Wealth Management 2013 - 2013
Ziegler Caterpillar April 2006 - April 2008
DeRuyter Associates July 2003 - April 2006
Skills
Computers, Receptionist Duties, Microsoft Office, Administrative..., Spreadsheets, Administrative..., Marketing
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
The J. A. Price Agency March 2015 - Present
Drazan, Henke and Associates September 2013 - August 2014
Associated Financial Group August 2008 - March 2013
SIlverOak Wealth Management 2013 - 2013
Ziegler Caterpillar April 2006 - April 2008
DeRuyter Associates July 2003 - April 2006
Skills
Computers, Receptionist Duties, Microsoft Office, Administrative..., Spreadsheets, Administrative..., Marketing
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science (BS), Parks, Recreation and Leisure Studies
Kurt Rich Kurt Rich's Associated Financial Group Experience 2014 - Present
Job Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group 2014 - Present
Humana February 2010 - May 2014
CIGNA Healthcare September 2008 - February 2010
Humana May 2005 - September 2008
First Health 1997 - 2004
Skills
Health Insurance, Insurance, Healthcare, Benefits Administration, Medicare, Employee Benefits, Disability Insurance, HMO, Health Savings Accounts, Managed Care, Account Management, Term Life Insurance, Long-term Care, Brokers, Underwriting, Claim, Life Insurance
Education
Illinois Wesleyan University 1986 — 1990
Associated Financial Group 2014 - Present
Humana February 2010 - May 2014
CIGNA Healthcare September 2008 - February 2010
Humana May 2005 - September 2008
First Health 1997 - 2004
Skills
Health Insurance, Insurance, Healthcare, Benefits Administration, Medicare, Employee Benefits, Disability Insurance, HMO, Health Savings Accounts, Managed Care, Account Management, Term Life Insurance, Long-term Care, Brokers, Underwriting, Claim, Life Insurance
Education
Illinois Wesleyan University 1986 — 1990
Lynne Beckedahl Lynne Beckedahl's Associated Financial Group Experience May 2005 - December 2008
Job Account Executive
Industry Insurance
Experience
HR Simplified March 2014 - Present
Benesyst February 2012 - February 2014
Acclaim Benefits/TASC November 2008 - February 2012
Associated Financial Group May 2005 - December 2008
Prime Health Holdings April 2004 - March 2005
LB Typography 2000 - 2004
Skills
Relationship Management, Benefits Administration, Employee Benefits, Flexible Spending..., Customer Satisfaction, Disability Insurance, Health Insurance, Insurance, Health Savings Accounts, Account Management, Access, Management, Payroll, Customer Service, COBRA, Healthcare, Microsoft Excel, Sales Operations, Customer Retention
Education
Hennepin Technical College 1977 — 1978
Graphics II, Graphics
HR Simplified March 2014 - Present
Benesyst February 2012 - February 2014
Acclaim Benefits/TASC November 2008 - February 2012
Associated Financial Group May 2005 - December 2008
Prime Health Holdings April 2004 - March 2005
LB Typography 2000 - 2004
Skills
Relationship Management, Benefits Administration, Employee Benefits, Flexible Spending..., Customer Satisfaction, Disability Insurance, Health Insurance, Insurance, Health Savings Accounts, Account Management, Access, Management, Payroll, Customer Service, COBRA, Healthcare, Microsoft Excel, Sales Operations, Customer Retention
Education
Hennepin Technical College 1977 — 1978
Graphics II, Graphics
Michael Kasel Michael Kasel's Associated Financial Group Experience May 2005 - Present
Job Senior Employee Benefits Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group May 2005 - Present
Skills
Disability Insurance, Health Insurance, Employee Benefits, COBRA, Health Savings Accounts, Brokers, Health Care Reform, Insurance, Life Insurance
Education
St. Cloud State University
Risk Management & Insurance
Associated Financial Group May 2005 - Present
Skills
Disability Insurance, Health Insurance, Employee Benefits, COBRA, Health Savings Accounts, Brokers, Health Care Reform, Insurance, Life Insurance
Education
St. Cloud State University
Risk Management & Insurance
Heidi Guetzkow Heidi Guetzkow's Associated Financial Group Experience November 2010 - September 2012
Job Vice President Health Outcomes Consulting at Willis
Industry Insurance
Experience
Willis July 2015 - Present
Willis September 2012 - Present
Associated Financial Group November 2010 - September 2012
YMCA - Ridgedale January 2010 - November 2010
American Heart Association July 2001 - July 2009
Inergi Fitness 1999 - 2001
Rehabilitation center of Children & Adults 1996 - 1998
Skills
Health Insurance, Wellness, Health Promotion, Employee Benefits, Healthcare, Fundraising, Event Management, Event Planning, Volunteer Management, Volunteer Recruiting, Volunteer Training, Motivation, Communication, Public Speaking
Education
Minnesota State University, Mankato 1990 — 1993
BS, Recreation Therapy - Rec, Parks & Leisure Services
Minnesota State University, Mankato 1989 — 1993
BS, Therapeutic Recreation
University of Minnesota-Twin Cities
Willis July 2015 - Present
Willis September 2012 - Present
Associated Financial Group November 2010 - September 2012
YMCA - Ridgedale January 2010 - November 2010
American Heart Association July 2001 - July 2009
Inergi Fitness 1999 - 2001
Rehabilitation center of Children & Adults 1996 - 1998
Skills
Health Insurance, Wellness, Health Promotion, Employee Benefits, Healthcare, Fundraising, Event Management, Event Planning, Volunteer Management, Volunteer Recruiting, Volunteer Training, Motivation, Communication, Public Speaking
Education
Minnesota State University, Mankato 1990 — 1993
BS, Recreation Therapy - Rec, Parks & Leisure Services
Minnesota State University, Mankato 1989 — 1993
BS, Therapeutic Recreation
University of Minnesota-Twin Cities
Mohammad El-Sawaf Mohammad El-Sawaf's Associated Financial Group Experience December 2013 - Present
Job Commercial Property & Casualty Insurance Consultant
Industry Insurance
Experience
Associated Financial Group December 2013 - Present
Revamp Consulting - Software Solutions June 2013 - November 2013
Allianz International Employee Benefits Network March 2012 - March 2013
Fireman's Fund Insurance Company, A company of Allianz May 2008 - March 2012
Sprint January 2008 - May 2008
First National Financial, A company of FBR January 2007 - December 2007
Wireless Advocates March 2006 - December 2006
RadioShack October 2001 - February 2006
Skills
Leadership Development, Collaboration Solutions, Risk Management, Property & Casualty..., Underwriting, Workers Compensation, Leadership, Management, Marketing, Training, Sales, Insurance, New Business Development, Salesforce.com, CRM, Employee Benefits, Project Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), 3.64
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Speech Communication Studies
Roosevelt High School 1998 — 2002
Diploma
Associated Financial Group December 2013 - Present
Revamp Consulting - Software Solutions June 2013 - November 2013
Allianz International Employee Benefits Network March 2012 - March 2013
Fireman's Fund Insurance Company, A company of Allianz May 2008 - March 2012
Sprint January 2008 - May 2008
First National Financial, A company of FBR January 2007 - December 2007
Wireless Advocates March 2006 - December 2006
RadioShack October 2001 - February 2006
Skills
Leadership Development, Collaboration Solutions, Risk Management, Property & Casualty..., Underwriting, Workers Compensation, Leadership, Management, Marketing, Training, Sales, Insurance, New Business Development, Salesforce.com, CRM, Employee Benefits, Project Management
Education
Augsburg College 2010 — 2012
Master of Business Administration (M.B.A.), 3.64
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Speech Communication Studies
Roosevelt High School 1998 — 2002
Diploma
Beth Marinac Watkins's Associated Financial Group Experience June 2003 - June 2007
Job Client Advisor and Team Lead at Marsh & McLennan Agency Upper Midwest
Industry Insurance
Experience
Marsh & McLennan Agency LLC March 2013 - Present
RJF, a Marsh & McLennan Agency LLC company June 2007 - Present
Associated Financial Group June 2003 - June 2007
Skills
Liability, Employment Practices..., Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Customer Service, Account Management, Negotiation, Professional Liability, Management Liability, Claims Management
Education
Gustavus Adolphus College 1999 — 2003
B.A., Communication Studies, minor Political Science
Hibbing High School 1995 — 1999
Marsh & McLennan Agency LLC March 2013 - Present
RJF, a Marsh & McLennan Agency LLC company June 2007 - Present
Associated Financial Group June 2003 - June 2007
Skills
Liability, Employment Practices..., Insurance, Property & Casualty..., Commercial Insurance, Risk Management, Customer Service, Account Management, Negotiation, Professional Liability, Management Liability, Claims Management
Education
Gustavus Adolphus College 1999 — 2003
B.A., Communication Studies, minor Political Science
Hibbing High School 1995 — 1999
John Schaffler John Schaffler's Associated Financial Group Experience April 2010 - January 2011
Job Quality Control, Aggregate Industries
Industry Construction
Experience
Aggregate Industries March 2014 - Present
American Marketing & Publishing, Llc July 2013 - March 2014
Froggy's Liqour April 2012 - July 2013
Associated Financial Group April 2010 - January 2011
Chestnut Realty, Inc June 2008 - April 2010
Skills
Sales, Sales Operations, Direct Sales, Sales Process, Cold Calling, Research, Communication, Sports, Sports Coaching, Advertising, Marketing Strategy, Account Management, Marketing
Education
Gustavus Adolphus College 1999 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Aggregate Industries March 2014 - Present
American Marketing & Publishing, Llc July 2013 - March 2014
Froggy's Liqour April 2012 - July 2013
Associated Financial Group April 2010 - January 2011
Chestnut Realty, Inc June 2008 - April 2010
Skills
Sales, Sales Operations, Direct Sales, Sales Process, Cold Calling, Research, Communication, Sports, Sports Coaching, Advertising, Marketing Strategy, Account Management, Marketing
Education
Gustavus Adolphus College 1999 — 2004
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Helga Maxwell Helga Maxwell's Associated Financial Group Experience 1999 - 2004
Job Office Manager at True Partners Consulting
Industry Accounting
Experience
True Partners Consulting Office Administrator / Administrative AssistantJefferson Wells2004 - 2006
Associated Financial Group 1999 - 2004
Education
Merced College
True Partners Consulting Office Administrator / Administrative AssistantJefferson Wells2004 - 2006
Associated Financial Group 1999 - 2004
Education
Merced College
Carie Pfeffer's Associated Financial Group Experience September 2002 - May 2006
Job Senior Learning and Development Consultant at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial October 2011 - Present
Sun Life Financial May 2006 - October 2011
Associated Financial Group September 2002 - May 2006
St. Cloud Hospital June 2002 - August 2002
Skills
Employee Benefits, Recruiting, Management, Human Resources, Sales, Training, Benefits Administration, Coaching, Insurance, Strategic Planning, Interviews, Process Improvement, Time Management, Onboarding, Program Management, Workshop Facilitation, Virtual Training, Instructional Design, Distance Learning, Life Insurance
Education
St. Cloud State University 1998 — 2002
Bachelor of Arts, Human Resource Management
Bob Pike
Leadership
B.A, Human Resource Management
Sappi Corp (formerly Potlatch)
Stearns CountySt
Sun Life Financial October 2011 - Present
Sun Life Financial May 2006 - October 2011
Associated Financial Group September 2002 - May 2006
St. Cloud Hospital June 2002 - August 2002
Skills
Employee Benefits, Recruiting, Management, Human Resources, Sales, Training, Benefits Administration, Coaching, Insurance, Strategic Planning, Interviews, Process Improvement, Time Management, Onboarding, Program Management, Workshop Facilitation, Virtual Training, Instructional Design, Distance Learning, Life Insurance
Education
St. Cloud State University 1998 — 2002
Bachelor of Arts, Human Resource Management
Bob Pike
Leadership
B.A, Human Resource Management
Sappi Corp (formerly Potlatch)
Stearns CountySt
Jessie Matzke's Associated Financial Group Experience November 2011 - Present
Job Employee Benefits Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group November 2011 - Present
WPS Health Insurance December 2010 - November 2011
Humana June 2002 - November 2010
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Customer Service, Brokers, Sales, Account Management, Underwriting, FMLA, Team Building, General Insurance, Managed Care, Leadership, Strategic Planning, Recruiting, Long-term Care, Human Resources, Healthcare, Coaching, Process Improvement, Customer Retention, Training, Workers Compensation, COBRA
Education
Northeast Wisconsin Technical College 2000 — 2002
Healthcare Business Services / Health Information Technology
Associated Financial Group November 2011 - Present
WPS Health Insurance December 2010 - November 2011
Humana June 2002 - November 2010
Skills
Employee Benefits, Health Insurance, Insurance, Health Savings Accounts, Disability Insurance, Life Insurance, Customer Service, Brokers, Sales, Account Management, Underwriting, FMLA, Team Building, General Insurance, Managed Care, Leadership, Strategic Planning, Recruiting, Long-term Care, Human Resources, Healthcare, Coaching, Process Improvement, Customer Retention, Training, Workers Compensation, COBRA
Education
Northeast Wisconsin Technical College 2000 — 2002
Healthcare Business Services / Health Information Technology
Josh Kahn's Associated Financial Group Experience June 2015 - Present
Job Experienced in sales, insurance and marketing.
Industry Insurance
Experience
Associated Financial Group June 2015 - Present
RazorSync August 2014 - January 2015
Globe Education Network- Online August 2006 - August 2014
Assurant 2013 - 2013
Skills
Customer Service, Microsoft Office, Customer Satisfaction, PowerPoint, Admissions, Microsoft Word, Higher Education, Sales, Outlook, Public Speaking, Student Affairs, Data Entry, Critical Thinking, Inventory Management, Training, Time Management, Social Media, Social Networking
Education
Minnesota School of Business 2009 — 2011
Bachelor of Science (B.S.), Media Business, 3.68/4.0 GPA
Brown College 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Television Production
Fitchburg State College
Associated Financial Group June 2015 - Present
RazorSync August 2014 - January 2015
Globe Education Network- Online August 2006 - August 2014
Assurant 2013 - 2013
Skills
Customer Service, Microsoft Office, Customer Satisfaction, PowerPoint, Admissions, Microsoft Word, Higher Education, Sales, Outlook, Public Speaking, Student Affairs, Data Entry, Critical Thinking, Inventory Management, Training, Time Management, Social Media, Social Networking
Education
Minnesota School of Business 2009 — 2011
Bachelor of Science (B.S.), Media Business, 3.68/4.0 GPA
Brown College 2004 — 2005
Associate of Arts and Sciences (A.A.S.), Television Production
Fitchburg State College
Ryan Boutwell Ryan Boutwell's Associated Financial Group Experience August 2015 - Present
Job Retirement Plan Consultant at Associated Financial Group
Industry Financial Services
Experience
Associated Financial Group August 2015 - Present
CAPTRUST Financial Advisors August 2011 - July 2015
Associated Financial Group June 1999 - August 2011
Skills
Retirement, Employee Benefits, Investments, Wealth Management, Pensions, 401k, Financial Advisory, Financial Services, Defined Benefit, Non-Qualified Deferred..., Asset Allocation, Qualified Retirement..., Disability Insurance, Defined Contribution
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Management
Middlebury Union High School
Associated Financial Group August 2015 - Present
CAPTRUST Financial Advisors August 2011 - July 2015
Associated Financial Group June 1999 - August 2011
Skills
Retirement, Employee Benefits, Investments, Wealth Management, Pensions, 401k, Financial Advisory, Financial Services, Defined Benefit, Non-Qualified Deferred..., Asset Allocation, Qualified Retirement..., Disability Insurance, Defined Contribution
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Management
Middlebury Union High School
Matthew Feran Matthew Feran's Associated Financial Group Experience February 2009 - October 2010
Job Sr. Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial September 2013 - Present
Secura Consultants October 2010 - September 2013
Associated Financial Group February 2009 - October 2010
Diversified Distribution Systems November 2005 - February 2009
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Disability Insurance, Insurance, Benefits Administration, Life Insurance, Long-term Care, Brokers, Health Care Reform, Open Enrollment, General Insurance, Accident, Medicare, Underwriting
Education
Metropolitan State University 2003 — 2009
B.A., Human Resources
Sun Life Financial September 2013 - Present
Secura Consultants October 2010 - September 2013
Associated Financial Group February 2009 - October 2010
Diversified Distribution Systems November 2005 - February 2009
Skills
Employee Benefits, Health Insurance, Health Savings Accounts, Disability Insurance, Insurance, Benefits Administration, Life Insurance, Long-term Care, Brokers, Health Care Reform, Open Enrollment, General Insurance, Accident, Medicare, Underwriting
Education
Metropolitan State University 2003 — 2009
B.A., Human Resources
Donna Herschleb Donna Herschleb's Associated Financial Group Experience 2006 - 2007
Job Sales Associate at Informed Choice Insurance Agency
Industry Insurance
Experience
Informed Choice Insurance Agency May 2015 - Present
Ansay & Associates January 2015 - April 2015
M3 Insurance May 2014 - October 2014
Security Health Plan September 2010 - May 2014
Benefit Partners, LLC 2007 - 2010
Associated Financial Group 2006 - 2007
Humana 1989 - 2006
Skills
Health Insurance, Insurance, Medicare Advantage, Medicare Part D, Public Speaking, Marketing, Healthcare Reform, Healthcare, Affordable Care Act, Brokers, Health Savings Accounts, Disability Insurance, Medicaid, Employee Benefits, Life Insurance, Health Care Reform, Managed Care, Customer Service, Leadership, Strategic Planning, Team Building, Process Improvement
Education
Lakeland College
BA, Business Administration & Marketing
Informed Choice Insurance Agency May 2015 - Present
Ansay & Associates January 2015 - April 2015
M3 Insurance May 2014 - October 2014
Security Health Plan September 2010 - May 2014
Benefit Partners, LLC 2007 - 2010
Associated Financial Group 2006 - 2007
Humana 1989 - 2006
Skills
Health Insurance, Insurance, Medicare Advantage, Medicare Part D, Public Speaking, Marketing, Healthcare Reform, Healthcare, Affordable Care Act, Brokers, Health Savings Accounts, Disability Insurance, Medicaid, Employee Benefits, Life Insurance, Health Care Reform, Managed Care, Customer Service, Leadership, Strategic Planning, Team Building, Process Improvement
Education
Lakeland College
BA, Business Administration & Marketing
Dean Hildebrandt Dean Hildebrandt's Associated Financial Group Experience February 2015 - Present
Job Chief Executive Officer at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group February 2015 - Present
Ahmann Martin January 1998 - Present
BF Goodrich January 1996 - January 1998
Skills
Casualty, Commercial Insurance, Insurance, Public Speaking, D&O, Umbrella Insurance, Claims Management, Health Insurance, Strategic Planning, Professional Liability, Property & Casualty..., Human Resources, Sales, Financial Analysis, Disability Insurance, Risk Management, Health Savings Accounts, Management, Surety Bonds, Workers Compensation, Customer Service, Employee Relations, Selling, Leadership, Sales Management, Process Improvement, Liability, Employee Training, Underwriting, Excess, Legal Liability, Employee Benefits, General Insurance, Business Development, Commercial Lines, Brokers, Life Insurance, Team Building, Account Management, Claim, Negotiation, Management Consulting, Term Life Insurance, COBRA, New Business Development, Business Planning, Benefits Administration, Marketing, Coaching, Project Management
Education
University of St. Thomas 2007 — 2011
Doctor of Education (Ed.D.), Organization Development
University of St. Thomas 1994 — 1998
MBA, Finance
St. Cloud State University 1984 — 1988
BS, Accounting, Finance
Associated Financial Group February 2015 - Present
Ahmann Martin January 1998 - Present
BF Goodrich January 1996 - January 1998
Skills
Casualty, Commercial Insurance, Insurance, Public Speaking, D&O, Umbrella Insurance, Claims Management, Health Insurance, Strategic Planning, Professional Liability, Property & Casualty..., Human Resources, Sales, Financial Analysis, Disability Insurance, Risk Management, Health Savings Accounts, Management, Surety Bonds, Workers Compensation, Customer Service, Employee Relations, Selling, Leadership, Sales Management, Process Improvement, Liability, Employee Training, Underwriting, Excess, Legal Liability, Employee Benefits, General Insurance, Business Development, Commercial Lines, Brokers, Life Insurance, Team Building, Account Management, Claim, Negotiation, Management Consulting, Term Life Insurance, COBRA, New Business Development, Business Planning, Benefits Administration, Marketing, Coaching, Project Management
Education
University of St. Thomas 2007 — 2011
Doctor of Education (Ed.D.), Organization Development
University of St. Thomas 1994 — 1998
MBA, Finance
St. Cloud State University 1984 — 1988
BS, Accounting, Finance
Beth Pace's Associated Financial Group Experience October 1998 - April 2000
Job Customer Outreach at Vectren
Industry Utilities
Experience
Vectren January 2011 - Present
Vectren May 2004 - January 2011
Vectren August 2003 - May 2004
Vectren July 2002 - August 2003
Vectren August 2001 - July 2002
Old National Bank Investments April 2000 - August 2001
Associated Financial Group October 1998 - April 2000
MAI February 1990 - October 1998
Skills
Accounting, Customer Service, Nonprofits, Energy, Time Management
Education
University of Evansville 2012 — 2014
Master's Degree, Public Service Administration, 3.8
Oakland City University 2002 — 2004
Bachelor's degree, Business Administration and Management, General
University of Southern Indiana 1986 — 1988
Associates Degree, Business Administration and Management, General
Vectren January 2011 - Present
Vectren May 2004 - January 2011
Vectren August 2003 - May 2004
Vectren July 2002 - August 2003
Vectren August 2001 - July 2002
Old National Bank Investments April 2000 - August 2001
Associated Financial Group October 1998 - April 2000
MAI February 1990 - October 1998
Skills
Accounting, Customer Service, Nonprofits, Energy, Time Management
Education
University of Evansville 2012 — 2014
Master's Degree, Public Service Administration, 3.8
Oakland City University 2002 — 2004
Bachelor's degree, Business Administration and Management, General
University of Southern Indiana 1986 — 1988
Associates Degree, Business Administration and Management, General
Kathy Rasmussen, SPHR Kathy Rasmussen, SPHR's Associated Financial Group Experience July 2013 - May 2014
Job Human Resources Director at Dominium
Industry Human Resources
Experience
Dominium December 2014 - Present
HealthFitness May 2014 - December 2014
Associated Financial Group July 2013 - May 2014
Restaurant Technologies, Inc. June 2002 - July 2013
Associated Financial Group November 1998 - June 2002
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Human Resource..., HRIS, HR Project Management, Onboarding, Customer Retention, Performance Management, Human Resources, Benefits Administration, Corporate Recruiting, Team Management, Talent Management, Management, Recruiting, Deferred Compensation, College Recruiting, Applicant Tracking..., Organizational..., FMLA, Personnel Management, Employee Engagement, Cross-functional Team..., Leadership, Training, Sourcing, Workforce Planning, HR Consulting, Job Descriptions, Payroll, Temporary Placement, Employee Handbooks, New Hire Orientations, Exit Interviews
Education
Metropolitan State University
Bachelors, Human Resources
Dominium December 2014 - Present
HealthFitness May 2014 - December 2014
Associated Financial Group July 2013 - May 2014
Restaurant Technologies, Inc. June 2002 - July 2013
Associated Financial Group November 1998 - June 2002
Skills
Talent Acquisition, Employee Relations, Employee Benefits, Human Resource..., HRIS, HR Project Management, Onboarding, Customer Retention, Performance Management, Human Resources, Benefits Administration, Corporate Recruiting, Team Management, Talent Management, Management, Recruiting, Deferred Compensation, College Recruiting, Applicant Tracking..., Organizational..., FMLA, Personnel Management, Employee Engagement, Cross-functional Team..., Leadership, Training, Sourcing, Workforce Planning, HR Consulting, Job Descriptions, Payroll, Temporary Placement, Employee Handbooks, New Hire Orientations, Exit Interviews
Education
Metropolitan State University
Bachelors, Human Resources
Doug Erlien Doug Erlien's Associated Financial Group Experience April 2006 - January 2007
Job Producer at KMSP FOX 9
Industry Entertainment
Experience
KMSP FOX 9 March 2008 - Present
KMSP March 1999 - Present
Crystal Clear Sports January 2007 - October 2007
Associated Financial Group April 2006 - January 2007
Skills
Television, Video Production, Post Production, Film, Broadcast, Film Production, Entertainment, Video, Producing, New Media, Documentaries, Commercials, Final Cut Pro, Digital Media, Video Editing, Feature Films, Reality, Screenwriting, Avid, Media Production
Education
Brown College 1998 — 1999
Radio Broadcasting
KMSP FOX 9 March 2008 - Present
KMSP March 1999 - Present
Crystal Clear Sports January 2007 - October 2007
Associated Financial Group April 2006 - January 2007
Skills
Television, Video Production, Post Production, Film, Broadcast, Film Production, Entertainment, Video, Producing, New Media, Documentaries, Commercials, Final Cut Pro, Digital Media, Video Editing, Feature Films, Reality, Screenwriting, Avid, Media Production
Education
Brown College 1998 — 1999
Radio Broadcasting
Tsering Wangyal Tsering Wangyal's Associated Financial Group Experience September 1995 - September 1998
Job Manager of Information Systems at Toronto Grace Health Centre
Industry Hospital & Health Care
Experience
Toronto Grace Health Centre April 2012 - Present
Toronto Grace Health Centre October 2007 - March 2012
Toronto Grace Health Centre September 1999 - September 2007
Associated Financial Group September 1995 - September 1998
Fritz Companies, Customs Brokerage-bought by UPS October 1994 - September 1995
Skills
Healthcare, Project Management, Microsoft SQL Server, Governance, Change Management, Management, Healthcare Information..., Active Directory, Windows Server, Software Implementation..., Network Administration, International Logistics, Joomla, WordPress, Non-profit..., Informatics, EHR, HL7, Financial Accounting, Customs Brokerage, Budgets, Project Planning, Hospitals, System Administration, Healthcare Management, Healthcare Information..., Policy, Strategic Planning, IT Management, Business Analysis, Process Improvement, Leadership, Microsoft Office, Information Security, IT Project..., Information Technology
Education
Middlebury Institute of International Studies at Monterey 1992 — 1994
MBA, International Marketing
Shri Ram College of Commerce 1987 — 1990
B.Com (Hons), Business
Toronto Grace Health Centre April 2012 - Present
Toronto Grace Health Centre October 2007 - March 2012
Toronto Grace Health Centre September 1999 - September 2007
Associated Financial Group September 1995 - September 1998
Fritz Companies, Customs Brokerage-bought by UPS October 1994 - September 1995
Skills
Healthcare, Project Management, Microsoft SQL Server, Governance, Change Management, Management, Healthcare Information..., Active Directory, Windows Server, Software Implementation..., Network Administration, International Logistics, Joomla, WordPress, Non-profit..., Informatics, EHR, HL7, Financial Accounting, Customs Brokerage, Budgets, Project Planning, Hospitals, System Administration, Healthcare Management, Healthcare Information..., Policy, Strategic Planning, IT Management, Business Analysis, Process Improvement, Leadership, Microsoft Office, Information Security, IT Project..., Information Technology
Education
Middlebury Institute of International Studies at Monterey 1992 — 1994
MBA, International Marketing
Shri Ram College of Commerce 1987 — 1990
B.Com (Hons), Business
Diane Otte Diane Otte's Associated Financial Group Experience January 2013 - August 2014
Job Client Manager at The KNW Group
Industry Hospital & Health Care
Experience
The KNW Group August 2014 - Present
Associated Financial Group January 2013 - August 2014
Univita Health Inc 1999 - 2011
PreferredOne September 1996 - April 1999
Principal Financial Group 1984 - September 1996
Education
Anoka Ramsey Community College
Anoka Technical College
Medical Office Assistant
Metropolitan State University
The KNW Group August 2014 - Present
Associated Financial Group January 2013 - August 2014
Univita Health Inc 1999 - 2011
PreferredOne September 1996 - April 1999
Principal Financial Group 1984 - September 1996
Education
Anoka Ramsey Community College
Anoka Technical College
Medical Office Assistant
Metropolitan State University
Charles Coulombe's Associated Financial Group Experience June 2009 - September 2014
Job Contractor
Industry Financial Services
Experience
Archdiocese of Los Angeles 2001 - Present
Coulombe and Sons April 2010 - Present
Self-employed March 2007 - Present
Associated Financial Services, Inc. January 2007 - Present
Associated Financial Group June 2009 - September 2014
Jack in the Box September 2001 - July 2014
AMAX's home and office cleaning January 2012 - January 2013
Skills
Bookkeeping, Management, Management Control, Information Technology, Accounting Management, Accounting System, Accounting, Housekeeping, Network Systems, iPod, iPad, Administrative..., Great Plains Software, Office Management, Start-ups, Fixed Assets, Microsoft Word, Accounts Payable, Marketing, Leadership, Data Entry, Financial Accounting, Process Improvement, Auditing, Software Documentation, Time Management, Payroll Taxes, Public Speaking, Government, Risk Assessment, Training, Risk Management, Tax, Accounts Receivable, Insurance, Financial Reporting, Financial Analysis, Outlook, QuickBooks, Nonprofits, Tax Preparation, Payroll, Critical Thinking, Teamwork, Networking, Invoicing, Journal Entries, Budgets, Small Business, Tax Returns
Education
Los Angeles Mission College 2010 — 2012
Associate's degree
Archdiocese of Los Angeles 2001 - Present
Coulombe and Sons April 2010 - Present
Self-employed March 2007 - Present
Associated Financial Services, Inc. January 2007 - Present
Associated Financial Group June 2009 - September 2014
Jack in the Box September 2001 - July 2014
AMAX's home and office cleaning January 2012 - January 2013
Skills
Bookkeeping, Management, Management Control, Information Technology, Accounting Management, Accounting System, Accounting, Housekeeping, Network Systems, iPod, iPad, Administrative..., Great Plains Software, Office Management, Start-ups, Fixed Assets, Microsoft Word, Accounts Payable, Marketing, Leadership, Data Entry, Financial Accounting, Process Improvement, Auditing, Software Documentation, Time Management, Payroll Taxes, Public Speaking, Government, Risk Assessment, Training, Risk Management, Tax, Accounts Receivable, Insurance, Financial Reporting, Financial Analysis, Outlook, QuickBooks, Nonprofits, Tax Preparation, Payroll, Critical Thinking, Teamwork, Networking, Invoicing, Journal Entries, Budgets, Small Business, Tax Returns
Education
Los Angeles Mission College 2010 — 2012
Associate's degree
William Bohn William Bohn's Associated Financial Group Experience January 2015 - Present
Job EVP Associated BancCorp
Industry Financial Services
Experience
Associated Financial Group January 2015 - Present
Associated Banc-Corp July 2014 - Present
Associated Financial Group, LLC 2005 - January 2015
Associated Banc-Corp April 1997 - July 2005
Skills
Insurance, Mergers, Corporate Law, Employee Benefits, Due Diligence, Risk, Financial Risk, Business Strategy, Contract Negotiation, Financial Services, Health Insurance, Leadership, Mergers & Acquisitions, Risk Management, Strategic Financial...
Education
Marquette University
BA, Economics
Marquette University Law School
JD
Associated Financial Group January 2015 - Present
Associated Banc-Corp July 2014 - Present
Associated Financial Group, LLC 2005 - January 2015
Associated Banc-Corp April 1997 - July 2005
Skills
Insurance, Mergers, Corporate Law, Employee Benefits, Due Diligence, Risk, Financial Risk, Business Strategy, Contract Negotiation, Financial Services, Health Insurance, Leadership, Mergers & Acquisitions, Risk Management, Strategic Financial...
Education
Marquette University
BA, Economics
Marquette University Law School
JD
Teric Steines Teric Steines's Associated Financial Group Experience January 2015 - Present
Job Vice President at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group January 2015 - Present
Ahmann Martin January 2000 - Present
Hubbard Broadcasting July 1996 - January 2000
KDUB-TV September 1990 - July 1996
Skills
Commercial Insurance, Flood, Identity Theft, Automobile, RV, Motorcycle, Renters, Insurance, General Insurance, Property & Casualty..., Liability, Risk Management, Agents, Home, Term Life Insurance, Casualty, Umbrella Insurance, Employee Benefits, Legal Liability, Workers Compensation, Leadership, Strategic Planning, Marketing Strategy, Marketing Communications, Social Media Marketing, Underwriting, Claim, Marketing, Customer Service, Professional Liability, Sales, Management, D, New Business Development
Education
Loras College 1992 — 1996
BA, Mass Communications
Associated Financial Group January 2015 - Present
Ahmann Martin January 2000 - Present
Hubbard Broadcasting July 1996 - January 2000
KDUB-TV September 1990 - July 1996
Skills
Commercial Insurance, Flood, Identity Theft, Automobile, RV, Motorcycle, Renters, Insurance, General Insurance, Property & Casualty..., Liability, Risk Management, Agents, Home, Term Life Insurance, Casualty, Umbrella Insurance, Employee Benefits, Legal Liability, Workers Compensation, Leadership, Strategic Planning, Marketing Strategy, Marketing Communications, Social Media Marketing, Underwriting, Claim, Marketing, Customer Service, Professional Liability, Sales, Management, D, New Business Development
Education
Loras College 1992 — 1996
BA, Mass Communications
Jan Stage Jan Stage's Associated Financial Group Experience March 1998 - Present
Job Vice President at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group March 1998 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Benefits Administration, Disability Insurance, Employee Wellness, Brokers, Life Insurance, Health Care Reform, Underwriting, Workers Compensation, COBRA, Long-term Care, Reinsurance
Education
Michigan Technological University 1982 — 1986
Associated Financial Group March 1998 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Benefits Administration, Disability Insurance, Employee Wellness, Brokers, Life Insurance, Health Care Reform, Underwriting, Workers Compensation, COBRA, Long-term Care, Reinsurance
Education
Michigan Technological University 1982 — 1986
Laurie Lysne Laurie Lysne's Associated Financial Group Experience October 2011 - Present
Job Account Executive at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group October 2011 - Present
Bearence Management Group October 2009 - November 2011
Gallagher Benefit Services August 2006 - September 2009
Financial Concepts, Inc. June 2004 - August 2006
Medica November 1985 - June 2004
Skills
Employee Benefits, Insurance, Benefits, Health Insurance, New Business Development, Health Savings Accounts, Customer Relations, Account Management, Health, Problem Solving, Underwriting, Benefits Administration, Workers Compensation, Life Insurance, Health Care Reform, Customer Service
Education
Hennepin Technical College
Sales & Marketing
Associated Financial Group October 2011 - Present
Bearence Management Group October 2009 - November 2011
Gallagher Benefit Services August 2006 - September 2009
Financial Concepts, Inc. June 2004 - August 2006
Medica November 1985 - June 2004
Skills
Employee Benefits, Insurance, Benefits, Health Insurance, New Business Development, Health Savings Accounts, Customer Relations, Account Management, Health, Problem Solving, Underwriting, Benefits Administration, Workers Compensation, Life Insurance, Health Care Reform, Customer Service
Education
Hennepin Technical College
Sales & Marketing
Bryan M Knipe, MBA Bryan M Knipe, MBA's Associated Financial Group Experience November 2007 - January 2011
Job Optum Director, Product Strategy
Industry Computer Software
Experience
UnitedHealth Group January 2014 - Present
UnitedHealthcare June 2012 - January 2014
SUPERVALU January 2011 - June 2012
Associated Financial Group November 2007 - January 2011
The Thomson Corporation May 2006 - November 2007
USNR August 2002 - October 2007
Unisys December 2000 - May 2006
Skills
Healthcare Analytics, Analytics, Business Strategy, Product Management, Entrepreneurship, Big Data, Business Intelligence, Business Analysis, Strategic Planning, Strategy, Databases, Start-ups, Alteryx, SDLC, Cross-functional Team..., Project Management, Integration, IT Strategy, SQL, Leadership, Team Leadership, Healthcare Information..., SharePoint, Strategic Leadership, Tableau, Process Improvement, Vendor Management, Disaster Recovery, IT Management, Software Project..., Requirements Gathering, Software Development, Enterprise Architecture, SaaS, Business Process..., Technical Leadership, Medical Technology, Program Management, Data Analysis, Cloud Computing, Enterprise Software, Requirements Analysis, Data Warehousing, Analysis, CRM, Agile Methodologies, Visio, Business Process, .NET, Mobile Technology
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance, Entrepreneurship
Metropolitan State University
MIS
UnitedHealth Group January 2014 - Present
UnitedHealthcare June 2012 - January 2014
SUPERVALU January 2011 - June 2012
Associated Financial Group November 2007 - January 2011
The Thomson Corporation May 2006 - November 2007
USNR August 2002 - October 2007
Unisys December 2000 - May 2006
Skills
Healthcare Analytics, Analytics, Business Strategy, Product Management, Entrepreneurship, Big Data, Business Intelligence, Business Analysis, Strategic Planning, Strategy, Databases, Start-ups, Alteryx, SDLC, Cross-functional Team..., Project Management, Integration, IT Strategy, SQL, Leadership, Team Leadership, Healthcare Information..., SharePoint, Strategic Leadership, Tableau, Process Improvement, Vendor Management, Disaster Recovery, IT Management, Software Project..., Requirements Gathering, Software Development, Enterprise Architecture, SaaS, Business Process..., Technical Leadership, Medical Technology, Program Management, Data Analysis, Cloud Computing, Enterprise Software, Requirements Analysis, Data Warehousing, Analysis, CRM, Agile Methodologies, Visio, Business Process, .NET, Mobile Technology
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance, Entrepreneurship
Metropolitan State University
MIS
Stoessel Patty Stoessel Patty's Associated Financial Group Experience October 1997 - Present
Job Business Insurance Advisor at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group October 1997 - Present
Westaff April 1992 - October 1997
Skills
Life Insurance, COBRA, Health Care Reform, Term Life Insurance, Workers Compensation, Commercial Insurance, Health & Welfare..., Long-term Care, Brokers, Dentistry, Casualty, Medicare, Customer Service, Strategic Planning, Underwriting, Claims Management, General Insurance, Retirement, Commercial Lines, Reinsurance, Claim, Employee Wellness, Employment Practices..., Critical Illness, 401k, Professional Liability, Managed Care, Legal Liability, Liability, Health Insurance, Employee Benefits, Disability Insurance
Education
Minnesota State University, Mankato 1986 — 1991
Associated Financial Group October 1997 - Present
Westaff April 1992 - October 1997
Skills
Life Insurance, COBRA, Health Care Reform, Term Life Insurance, Workers Compensation, Commercial Insurance, Health & Welfare..., Long-term Care, Brokers, Dentistry, Casualty, Medicare, Customer Service, Strategic Planning, Underwriting, Claims Management, General Insurance, Retirement, Commercial Lines, Reinsurance, Claim, Employee Wellness, Employment Practices..., Critical Illness, 401k, Professional Liability, Managed Care, Legal Liability, Liability, Health Insurance, Employee Benefits, Disability Insurance
Education
Minnesota State University, Mankato 1986 — 1991
David Flotten David Flotten's Associated Financial Group Experience September 1998 - Present
Job Sr. HR Consultant / Benefits Technical Advisor at Associated Financial Group
Industry Human Resources
Experience
Associated Financial Group September 1998 - Present
Skills
Employee Benefits, Leadership Development, FMLA, COBRA, Benefits Administration, Talent Management, Employment Law, FLSA, Health Care Reform, Succession Planning, Employee Engagement, Health Insurance, HRIS, Human Resources, Employee Relations, Workers Compensation, Onboarding, Personnel Management
Education
University of Minnesota Law School 1990 — 1993
JD, Law
Gustavus Adolphus College 1986 — 1989
BA, Math
Associated Financial Group September 1998 - Present
Skills
Employee Benefits, Leadership Development, FMLA, COBRA, Benefits Administration, Talent Management, Employment Law, FLSA, Health Care Reform, Succession Planning, Employee Engagement, Health Insurance, HRIS, Human Resources, Employee Relations, Workers Compensation, Onboarding, Personnel Management
Education
University of Minnesota Law School 1990 — 1993
JD, Law
Gustavus Adolphus College 1986 — 1989
BA, Math
James Meyerson's Associated Financial Group Experience May 2014 - August 2015
Job Senior economics major seeking career in management consulting, insurance, or financial services
Industry Insurance
Experience
Macalester-Groveland Community Council September 2013 - Present
Associated Financial Group May 2014 - August 2015
Equality Florida Institute, Inc. May 2013 - September 2013
Congresswoman Debbie Wasserman Schultz May 2013 - August 2013
Skills
Public Speaking, Spanish, Research, Community Outreach, Volunteer Management, Communication, Insurance, Google Analytics, Data Analysis, Economics, Grassroots Organizing, Politics, Nonprofits, Fundraising, Public Policy
Education
Macalester College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Universitat Pompeu Fabra 2015 — 2015
International Business
Cypress Bay High School 2009 — 2012
High School
Macalester-Groveland Community Council September 2013 - Present
Associated Financial Group May 2014 - August 2015
Equality Florida Institute, Inc. May 2013 - September 2013
Congresswoman Debbie Wasserman Schultz May 2013 - August 2013
Skills
Public Speaking, Spanish, Research, Community Outreach, Volunteer Management, Communication, Insurance, Google Analytics, Data Analysis, Economics, Grassroots Organizing, Politics, Nonprofits, Fundraising, Public Policy
Education
Macalester College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Universitat Pompeu Fabra 2015 — 2015
International Business
Cypress Bay High School 2009 — 2012
High School
Dan Torborg, MBA Dan Torborg, MBA's Associated Financial Group Experience July 2014 - Present
Job Employee Benefits Account Manager at Associated Financial Group
Industry Higher Education
Experience
Associated Financial Group July 2014 - Present
Associated Financial Group May 2013 - July 2014
Globe Education Network June 2010 - June 2013
Timm & Associates, Inc.: Hotel Real Estate Brokers January 2009 - June 2010
Timm & Associates, Inc.: Hotel Real Estate Brokers July 2008 - January 2009
Skills
Customer Service, Public Speaking, Admissions, Microsoft Office, Customer Relations, Recruiting, Management, Teaching, Sales, Interviews, Human Resources, Marketing, Social Networking, Employee Benefits, Analysis, Payroll, Social Media
Education
Minnesota School of Business 2011 — 2012
Masters of Business Administration (M.B.A.)-Richfield, MN
Bemidji State University 2003 — 2008
Bachelor of Applied Science (BASc), Sport Managment
Associated Financial Group July 2014 - Present
Associated Financial Group May 2013 - July 2014
Globe Education Network June 2010 - June 2013
Timm & Associates, Inc.: Hotel Real Estate Brokers January 2009 - June 2010
Timm & Associates, Inc.: Hotel Real Estate Brokers July 2008 - January 2009
Skills
Customer Service, Public Speaking, Admissions, Microsoft Office, Customer Relations, Recruiting, Management, Teaching, Sales, Interviews, Human Resources, Marketing, Social Networking, Employee Benefits, Analysis, Payroll, Social Media
Education
Minnesota School of Business 2011 — 2012
Masters of Business Administration (M.B.A.)-Richfield, MN
Bemidji State University 2003 — 2008
Bachelor of Applied Science (BASc), Sport Managment
Carla Reed Carla Reed's Associated Financial Group Experience April 2013 - Present
Job Administrative Analyst & Project Administrator at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group April 2013 - Present
Consultant January 2009 - Present
Skills
Public Speaking, Fundraising, Non-profits, Teaching, Leadership Development, Training, Budgets, Ministry Leadership, Ministry Development, Office Management, Finance, Human Resources, Bookkeeping, Personal Budgeting, Representative Payee, Efficiency, Technology, Website Development, Communication, Consultants, Nonprofits, Volunteer Management, Coaching, Leadership, Team Leadership, Time Management, Strategic Planning
Education
University of St. Thomas 2010 — 2011
University of Wisconsin-Stout 2004 — 2006
Bachelor's of Science
Chippewa Valley Technical College 2003 — 2003
Supervisor's Certificate
North Central University 1997 — 1999
Associated Financial Group April 2013 - Present
Consultant January 2009 - Present
Skills
Public Speaking, Fundraising, Non-profits, Teaching, Leadership Development, Training, Budgets, Ministry Leadership, Ministry Development, Office Management, Finance, Human Resources, Bookkeeping, Personal Budgeting, Representative Payee, Efficiency, Technology, Website Development, Communication, Consultants, Nonprofits, Volunteer Management, Coaching, Leadership, Team Leadership, Time Management, Strategic Planning
Education
University of St. Thomas 2010 — 2011
University of Wisconsin-Stout 2004 — 2006
Bachelor's of Science
Chippewa Valley Technical College 2003 — 2003
Supervisor's Certificate
North Central University 1997 — 1999
Carmen Backman Carmen Backman's Associated Financial Group Experience May 2008 - February 2012
Job Senior Director, Government Programs at Navitus Health Solutions
Industry Insurance
Experience
Navitus Health Solutions April 2014 - Present
Well Cities Fox Cities October 2009 - Present
Navitus Health Solutions April 2012 - April 2014
United Way of America April 2011 - April 2013
Associated Financial Group May 2008 - February 2012
Midlands Choice July 2003 - May 2008
Touchpoint Health Plan 1998 - 2003
ThedaCare 1996 - 1998
McNerney Heintz, Inc 1989 - 1996
Rio Grande HMO March 1986 - November 1988
Skills
Collaborative Leadership, Strategic Partnerships, Strategic Planning, Vendor Relations, Customer Relations, Client Services, Cultural Integration, Devloping Solutions..., Project Execution, Leading..., P&L Management, Claims, Employee Benefits, Claim, Project Management, Cross-functional Team..., Customer Service, Continuous Improvement, Leadership, Management, Strategy, Financial Services, Coaching, Leadership Development, Training, Contract Negotiation
Education
Mount Marty College 1981 — 1985
BA
Navitus Health Solutions April 2014 - Present
Well Cities Fox Cities October 2009 - Present
Navitus Health Solutions April 2012 - April 2014
United Way of America April 2011 - April 2013
Associated Financial Group May 2008 - February 2012
Midlands Choice July 2003 - May 2008
Touchpoint Health Plan 1998 - 2003
ThedaCare 1996 - 1998
McNerney Heintz, Inc 1989 - 1996
Rio Grande HMO March 1986 - November 1988
Skills
Collaborative Leadership, Strategic Partnerships, Strategic Planning, Vendor Relations, Customer Relations, Client Services, Cultural Integration, Devloping Solutions..., Project Execution, Leading..., P&L Management, Claims, Employee Benefits, Claim, Project Management, Cross-functional Team..., Customer Service, Continuous Improvement, Leadership, Management, Strategy, Financial Services, Coaching, Leadership Development, Training, Contract Negotiation
Education
Mount Marty College 1981 — 1985
BA
Sheila LaCount Sheila LaCount's Associated Financial Group Experience March 2011 - Present
Job Employee Benefits Account Executive at Associated Financial Group
Industry Banking
Experience
Associated Financial Group March 2011 - Present
Associated Bank April 2003 - March 2011
Humana June 1998 - April 2003
Skills
Sales, Strategy, Payroll, Analysis, Program Management, Healthcare, Underwriting, Insurance, Health Insurance, Banking, Loans, Administration, Employee Benefits
Education
Lakeland College 2004 — 2006
BA, Business
Lakeland College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Associated Financial Group March 2011 - Present
Associated Bank April 2003 - March 2011
Humana June 1998 - April 2003
Skills
Sales, Strategy, Payroll, Analysis, Program Management, Healthcare, Underwriting, Insurance, Health Insurance, Banking, Loans, Administration, Employee Benefits
Education
Lakeland College 2004 — 2006
BA, Business
Lakeland College
Bachelor of Business Administration (BBA), Business Administration and Management, General
Beth Blair Beth Blair's Associated Financial Group Experience March 2000 - Present
Job Director of Operations, VP
Industry Insurance
Experience
Associated Financial Group March 2000 - Present
Skills
Strategic Planning, Customer Service
Education
Moody Bible Institute 1984 — 1987
Associated Financial Group March 2000 - Present
Skills
Strategic Planning, Customer Service
Education
Moody Bible Institute 1984 — 1987
Scott Austin Scott Austin's Associated Financial Group Experience May 2010 - February 2012
Job Senior Vice President Commercial Growth at Aurora Health Care
Industry Insurance
Experience
Aurora Health Care November 2013 - Present
Johnson Financial Group February 2012 - November 2013
Associated Financial Group May 2010 - February 2012
Humana February 2000 - February 2010
Physicians Plus Insurance Corporation July 1996 - February 2000
Wausau Insurance Companies February 1993 - July 1996
Skills
Underwriting, Product Development, Business Development, Sales Management, Marketing, Customer Service, Employee Benefits, Insurance, Provider Network..., Labor Relations
Education
Lake Superior State University 1977 — 1980
BS, Business Administration
Aurora Health Care November 2013 - Present
Johnson Financial Group February 2012 - November 2013
Associated Financial Group May 2010 - February 2012
Humana February 2000 - February 2010
Physicians Plus Insurance Corporation July 1996 - February 2000
Wausau Insurance Companies February 1993 - July 1996
Skills
Underwriting, Product Development, Business Development, Sales Management, Marketing, Customer Service, Employee Benefits, Insurance, Provider Network..., Labor Relations
Education
Lake Superior State University 1977 — 1980
BS, Business Administration
Rick Thill, CFP®, AIF® Rick Thill, CFP®, AIF®'s Associated Financial Group Experience May 1990 - Present
Job Vice President at Financial Resource Management Group, Inc.
Industry Financial Services
Experience
Associated Financial Group May 1990 - Present
Financial Resource Management Group, Inc. April 1985 - Present
Financial Resoure Management Group March 1982 - May 1990
Investors Diversified Services February 1980 - August 1982
Skills
Strategic Financial..., Insurance, Disability Insurance, Health Savings Accounts, Health Insurance, Retirement Planning, Employee Benefits
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Accredited Investment Fiduciary®, Fiduciary Compliance
College for Financial Planning 1983 — 1988
CFP, Tax Planning, Employee Benefits, Retirement and Estate Planning, Investment Management and Insuance
Associated Financial Group May 1990 - Present
Financial Resource Management Group, Inc. April 1985 - Present
Financial Resoure Management Group March 1982 - May 1990
Investors Diversified Services February 1980 - August 1982
Skills
Strategic Financial..., Insurance, Disability Insurance, Health Savings Accounts, Health Insurance, Retirement Planning, Employee Benefits
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Accredited Investment Fiduciary®, Fiduciary Compliance
College for Financial Planning 1983 — 1988
CFP, Tax Planning, Employee Benefits, Retirement and Estate Planning, Investment Management and Insuance
Daren Allen, RHU, REBC Daren Allen, RHU, REBC's Associated Financial Group Experience April 2012 - March 2013
Job Director, Independent Agency Sales and Business Development at Combined Insurance United States
Industry Insurance
Experience
Combined Insurance United States May 2015 - Present
Bread of Healing Clinic 2008 - Present
Common Ground Healthcare Cooperative March 2013 - January 2015
Associated Financial Group April 2012 - March 2013
DRA Consulting October 2011 - May 2012
Assurant Health September 2007 - October 2011
Anthem, Inc. January 2003 - August 2007
United States Army Reserve December 1982 - January 2007
UniCare Life & Health August 2000 - December 2002
WellPoint July 1993 - July 2000
Skills
Sales Management, Client Relationship..., Strategic Market..., New Business Development, Agent Recruiting &..., Distribution Channel..., Social Media, Product Development, Recruiting, Business Planning, CRM, Strategic Planning, Leadership, Supply Chain Management, Management, Strategy, Sales, Process Improvement, Strategic Partnerships, Sales Operations, Competitive Analysis, Training, Marketing Strategy, Health Insurance, Marketing, Insurance, Team Building, Coaching, Call Centers, Healthcare Cooperatives, Health Care Reform, Business Development, Disability Insurance, Employee Benefits, Customer Retention, Small Business, Social Media Marketing, Health Savings Accounts, Healthcare, Risk Management, Analysis, Selling, Executive Management, Market Planning, Account Management, Direct Sales, Time Management, Cold Calling, Benefits Administration, Sales Process
Education
California State University-Dominguez Hills 1996 — 1998
Masters, Public Administration
California State University-Northridge 1985 — 1988
BA, Political Science
College of the Canyons 1983 — 1985
GE, General Education
Combined Insurance United States May 2015 - Present
Bread of Healing Clinic 2008 - Present
Common Ground Healthcare Cooperative March 2013 - January 2015
Associated Financial Group April 2012 - March 2013
DRA Consulting October 2011 - May 2012
Assurant Health September 2007 - October 2011
Anthem, Inc. January 2003 - August 2007
United States Army Reserve December 1982 - January 2007
UniCare Life & Health August 2000 - December 2002
WellPoint July 1993 - July 2000
Skills
Sales Management, Client Relationship..., Strategic Market..., New Business Development, Agent Recruiting &..., Distribution Channel..., Social Media, Product Development, Recruiting, Business Planning, CRM, Strategic Planning, Leadership, Supply Chain Management, Management, Strategy, Sales, Process Improvement, Strategic Partnerships, Sales Operations, Competitive Analysis, Training, Marketing Strategy, Health Insurance, Marketing, Insurance, Team Building, Coaching, Call Centers, Healthcare Cooperatives, Health Care Reform, Business Development, Disability Insurance, Employee Benefits, Customer Retention, Small Business, Social Media Marketing, Health Savings Accounts, Healthcare, Risk Management, Analysis, Selling, Executive Management, Market Planning, Account Management, Direct Sales, Time Management, Cold Calling, Benefits Administration, Sales Process
Education
California State University-Dominguez Hills 1996 — 1998
Masters, Public Administration
California State University-Northridge 1985 — 1988
BA, Political Science
College of the Canyons 1983 — 1985
GE, General Education
Rebecca Kellner's Associated Financial Group Experience July 2014 - Present
Job HR Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group July 2014 - Present
Associated Financial Group June 2012 - July 2014
Lindner & Marsack, S.C. August 2009 - June 2012
Schumann Law Office May 2008 - 2009
Jeffrey Hynes & Associates 2006 - 2008
Nell & Associates, S.C. 2006 - 2006
Schreiber Foods 2005 - 2005
Harley-Davidson Motor Company 2004 - 2004
Skills
Insurance, Employee Benefits, Human Resources, Employment Law, Claim
Education
Marquette University Law School 2005 — 2008
University of Wisconsin-Eau Claire 2001 — 2005
BBA, Management, Human Resources
Denmark High School
UW-Milwaukee Continuing Education (SPHR certification course)
Associated Financial Group July 2014 - Present
Associated Financial Group June 2012 - July 2014
Lindner & Marsack, S.C. August 2009 - June 2012
Schumann Law Office May 2008 - 2009
Jeffrey Hynes & Associates 2006 - 2008
Nell & Associates, S.C. 2006 - 2006
Schreiber Foods 2005 - 2005
Harley-Davidson Motor Company 2004 - 2004
Skills
Insurance, Employee Benefits, Human Resources, Employment Law, Claim
Education
Marquette University Law School 2005 — 2008
University of Wisconsin-Eau Claire 2001 — 2005
BBA, Management, Human Resources
Denmark High School
UW-Milwaukee Continuing Education (SPHR certification course)
John Farrington John Farrington's Associated Financial Group Experience January 2008 - August 2008
Job Packaging Consultant at TJ's Packaging
Industry Pharmaceuticals
Experience
TJ's Packaging January 2010 - Present
MedVantx August 2008 - February 2009
Associated Financial Group January 2008 - August 2008
Reliant Pharmaceuticals December 2003 - September 2007
Ricoh Americas Corporation 2001 - 2003
Stringer Business Systems August 2000 - January 2001
Skills
Leadership, Account Management, Selling, Sales Presentations, Sales, Sales Operations, Marketing Strategy, Forecasting, Key Account Management, Sales Process, Cold Calling, Salesforce.com, B2B, Management, Team Building, Product Development, Contract Negotiation, Sales Management, New Business Development, Customer Retention, Direct Sales, Solution Selling, Negotiation, Strategic Planning, Customer Service, Key Account Development, Sales Force Development, Cross-functional Team...
Education
St. Cloud State University 1996 — 2000
Social Sciences
Elk River High School 1993 — 1995
TJ's Packaging January 2010 - Present
MedVantx August 2008 - February 2009
Associated Financial Group January 2008 - August 2008
Reliant Pharmaceuticals December 2003 - September 2007
Ricoh Americas Corporation 2001 - 2003
Stringer Business Systems August 2000 - January 2001
Skills
Leadership, Account Management, Selling, Sales Presentations, Sales, Sales Operations, Marketing Strategy, Forecasting, Key Account Management, Sales Process, Cold Calling, Salesforce.com, B2B, Management, Team Building, Product Development, Contract Negotiation, Sales Management, New Business Development, Customer Retention, Direct Sales, Solution Selling, Negotiation, Strategic Planning, Customer Service, Key Account Development, Sales Force Development, Cross-functional Team...
Education
St. Cloud State University 1996 — 2000
Social Sciences
Elk River High School 1993 — 1995
Anna Fager Anna Fager's Associated Financial Group Experience June 2013 - Present
Job Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group June 2013 - Present
Fireman's Fund Insurance Company January 2009 - June 2013
Gap Inc./Old Navy August 2008 - January 2009
Education
North Hennepin Community College 2005 — 2006
Hibbing Community College-A Technical and Community College 2004 — 2004
Associated Financial Group June 2013 - Present
Fireman's Fund Insurance Company January 2009 - June 2013
Gap Inc./Old Navy August 2008 - January 2009
Education
North Hennepin Community College 2005 — 2006
Hibbing Community College-A Technical and Community College 2004 — 2004
Simon Craig's Associated Financial Group Experience June 2011 - April 2012
Job Business Development Consultant at StewartPeterson Inc.
Industry Financial Services
Experience
Stewart-Peterson Inc. November 2013 - Present
Titus April 2013 - November 2013
Titus April 2012 - November 2013
Associated Financial Group June 2011 - April 2012
Direct Supply June 2005 - June 2011
Direct Supply June 2005 - June 2011
Skills
Inside Sales, Outside Sales, Team Leadership, Sales Presentations, Sales Management, Sales Process, Team Building, New Business Development, Negotiation, Training & Development, Strategic Planning, Client Relationship..., Long Term Care, Healthcare, Consultative Selling, B2B, Cold Calling, Selling, CRM, Recruiting, Business Development, Leadership, Cross-functional Team..., Consulting, Management, Training, Sales Operations, Coaching, Shirts, Budgets, Sales, Human Resources, Awesomeness, Employee Training, Strategy
Education
Coventry University 1997 — 2001
B.A, Modern Languages; French and German
Coventry School Bablake 1982 — 1989
Bachelor of Arts (B.A.), Modern Languages
Stewart-Peterson Inc. November 2013 - Present
Titus April 2013 - November 2013
Titus April 2012 - November 2013
Associated Financial Group June 2011 - April 2012
Direct Supply June 2005 - June 2011
Direct Supply June 2005 - June 2011
Skills
Inside Sales, Outside Sales, Team Leadership, Sales Presentations, Sales Management, Sales Process, Team Building, New Business Development, Negotiation, Training & Development, Strategic Planning, Client Relationship..., Long Term Care, Healthcare, Consultative Selling, B2B, Cold Calling, Selling, CRM, Recruiting, Business Development, Leadership, Cross-functional Team..., Consulting, Management, Training, Sales Operations, Coaching, Shirts, Budgets, Sales, Human Resources, Awesomeness, Employee Training, Strategy
Education
Coventry University 1997 — 2001
B.A, Modern Languages; French and German
Coventry School Bablake 1982 — 1989
Bachelor of Arts (B.A.), Modern Languages
Tonya Benbo Tonya Benbo's Associated Financial Group Experience July 2014 - Present
Job Individual Health Insurance Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group July 2014 - Present
Associated Financial Group April 2013 - July 2014
Sturtevant and Associates September 2012 - April 2013
Network Health Plan January 2007 - April 2012
Skills
Health Insurance, Medicare, Insurance, Customer Service, Employee Benefits, Training, Benefits Administration, Leadership, Process Improvement, Healthcare, Team Building, Workers Compensation, Disability Insurance, Health Savings Accounts, Strategic Planning, COBRA, Wellness Coaching, Wellness, Employee Wellness, Employee Wellness..., Gluten Free, Gluten Intolerance, Healthy Eating, Healthy Lifestyles, Underwriting, Term Life Insurance
Education
Concordia University-Wisconsin 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Associated Financial Group July 2014 - Present
Associated Financial Group April 2013 - July 2014
Sturtevant and Associates September 2012 - April 2013
Network Health Plan January 2007 - April 2012
Skills
Health Insurance, Medicare, Insurance, Customer Service, Employee Benefits, Training, Benefits Administration, Leadership, Process Improvement, Healthcare, Team Building, Workers Compensation, Disability Insurance, Health Savings Accounts, Strategic Planning, COBRA, Wellness Coaching, Wellness, Employee Wellness, Employee Wellness..., Gluten Free, Gluten Intolerance, Healthy Eating, Healthy Lifestyles, Underwriting, Term Life Insurance
Education
Concordia University-Wisconsin 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Anna Versen's Associated Financial Group Experience June 2013 - December 2013
Job Financial Analyst at Ameriprise Financial Services, Inc.
Industry Higher Education
Experience
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - March 2015
Carleton College June 2013 - June 2014
Associated Financial Group June 2013 - December 2013
The Office of Media Relations at Carleton College September 2011 - June 2013
Opportunity Partners September 2012 - January 2013
Skills
Media Relations, Social Media, Press Releases, Marketing, Strategy
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Cambridge 2012 — 2012
Economics
Hopkins High School
Ameriprise Financial Services, Inc. April 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - March 2015
Carleton College June 2013 - June 2014
Associated Financial Group June 2013 - December 2013
The Office of Media Relations at Carleton College September 2011 - June 2013
Opportunity Partners September 2012 - January 2013
Skills
Media Relations, Social Media, Press Releases, Marketing, Strategy
Education
Carleton College 2010 — 2014
Bachelor of Arts (B.A.), Economics
University of Cambridge 2012 — 2012
Economics
Hopkins High School
Crystal Rehm Crystal Rehm's Associated Financial Group Experience September 2010 - Present
Job Commercial Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group September 2010 - Present
Skills
Insurance, Customer Service, Sales, Microsoft Excel, Customer Retention, Project Planning, Team Building, Strategic Planning, Property & Casualty..., Commercial Insurance, New Business Development, Coaching, Microsoft Word, Workers Compensation, Casualty, Invoicing
Education
Cardinal Stritch University 1998 — 2002
Bachelor, Business Management
Dearborn Learning Center 2003 — 2003
Life, Health, Auto, Property Insurance, Insurance
Associated Financial Group September 2010 - Present
Skills
Insurance, Customer Service, Sales, Microsoft Excel, Customer Retention, Project Planning, Team Building, Strategic Planning, Property & Casualty..., Commercial Insurance, New Business Development, Coaching, Microsoft Word, Workers Compensation, Casualty, Invoicing
Education
Cardinal Stritch University 1998 — 2002
Bachelor, Business Management
Dearborn Learning Center 2003 — 2003
Life, Health, Auto, Property Insurance, Insurance
John Manthy John Manthy's Associated Financial Group Experience August 2010 - Present
Job Employee Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group August 2010 - Present
The Horton Group January 2009 - October 2009
The Horton Group January 2008 - December 2008
HCSC 2004 - 2007
AETNA, INC January 1999 - January 2003
Aetna Health Plans 1999 - 2003
Adelman Travel Group January 1998 - January 1999
Education
Wayne State University 1992 — 1994
Accounting
Oakland Community College
General Studies
Wayne State University
Associated Financial Group August 2010 - Present
The Horton Group January 2009 - October 2009
The Horton Group January 2008 - December 2008
HCSC 2004 - 2007
AETNA, INC January 1999 - January 2003
Aetna Health Plans 1999 - 2003
Adelman Travel Group January 1998 - January 1999
Education
Wayne State University 1992 — 1994
Accounting
Oakland Community College
General Studies
Wayne State University
Amanda Jueneman, GBA Amanda Jueneman, GBA's Associated Financial Group Experience June 2000 - Present
Job Client Services Technology Specialist & Account Executive at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group June 2000 - Present
Profiles International January 2010 - Present
Associated Financial Group June 2000 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Benefits Administration, Life Insurance, Health Savings Accounts, COBRA, Performance Management, HRIS, Employee Engagement, Talent Management, Human Resources, Brokers
Education
Minnesota State University, Mankato 1995 — 2000
B.S. Human Resources Mgmt; B.A. Spanish, Business Admin & Economics
Associated Financial Group June 2000 - Present
Profiles International January 2010 - Present
Associated Financial Group June 2000 - Present
Skills
Employee Benefits, Insurance, Health Insurance, Disability Insurance, Benefits Administration, Life Insurance, Health Savings Accounts, COBRA, Performance Management, HRIS, Employee Engagement, Talent Management, Human Resources, Brokers
Education
Minnesota State University, Mankato 1995 — 2000
B.S. Human Resources Mgmt; B.A. Spanish, Business Admin & Economics
Eugene Shampan Eugene Shampan's Associated Financial Group Experience June 2002 - August 2006
Job Business System Analyst at U.S. Bank
Industry Financial Services
Experience
U.S. Bank July 2014 - Present
Wells Fargo May 2013 - July 2014
GE October 2012 - May 2013
Wells Fargo June 2009 - October 2012
UnitedHealth Group August 2006 - June 2009
Associated Financial Group June 2002 - August 2006
Jem Properties December 1998 - June 2002
Skills
Requirements Gathering, Developer Relations, Business Development, Employee Benefits, Sales, Competitive Analysis, Product Management, Leadership, Customer Service, Financial Forecasting, Negotiation, Business Analysis, Process Improvement, Project Management, Risk Management, Software Documentation, Vendor Management, Visio, Access, Team Leadership, Strategic Planning, Team Building, MS Project, Financial Analysis, Business Process..., SDLC, Management, Business Process, Quality Assurance, Analysis, Business Intelligence, Security, Change Management, Training, Databases, SQL, Requirements Analysis, SharePoint, Business Requirements, Oracle, Project Portfolio..., Software Project..., Program Management, Data Analysis, Cross-functional Team..., CRM, Resource Management, Project Planning, Cross-cultural...
Education
University of Saint Thomas - School of Business 2009 — 2010
Certificate, Project Management PMP
Metropolitan State University 2005 — 2008
B.A, Business Management
Metropolitan State University St 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
U.S. Bank July 2014 - Present
Wells Fargo May 2013 - July 2014
GE October 2012 - May 2013
Wells Fargo June 2009 - October 2012
UnitedHealth Group August 2006 - June 2009
Associated Financial Group June 2002 - August 2006
Jem Properties December 1998 - June 2002
Skills
Requirements Gathering, Developer Relations, Business Development, Employee Benefits, Sales, Competitive Analysis, Product Management, Leadership, Customer Service, Financial Forecasting, Negotiation, Business Analysis, Process Improvement, Project Management, Risk Management, Software Documentation, Vendor Management, Visio, Access, Team Leadership, Strategic Planning, Team Building, MS Project, Financial Analysis, Business Process..., SDLC, Management, Business Process, Quality Assurance, Analysis, Business Intelligence, Security, Change Management, Training, Databases, SQL, Requirements Analysis, SharePoint, Business Requirements, Oracle, Project Portfolio..., Software Project..., Program Management, Data Analysis, Cross-functional Team..., CRM, Resource Management, Project Planning, Cross-cultural...
Education
University of Saint Thomas - School of Business 2009 — 2010
Certificate, Project Management PMP
Metropolitan State University 2005 — 2008
B.A, Business Management
Metropolitan State University St 2005 — 2008
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Don Mack Don Mack's Associated Financial Group Experience October 2011 - November 2014
Job Senior BI Consultant at C2IT
Industry Information Technology and Services
Experience
Proto Labs May 2015 - Present
Boy Scouts of America September 2009 - Present
C2 IT Solutions Consulting November 2014 - May 2015
Associated Financial Group October 2011 - November 2014
Tek Systems March 2010 - July 2011
SuperValu May 2008 - October 2009
Albertsons July 2004 - May 2008
Shaw's Supermarkets January 2000 - June 2004
Shaw's Supermarkets December 1994 - December 1999
Battelle April 1990 - November 1994
Skills
Database Design, Data Modeling, Application Design, Dimensional Modeling, Erwin, Data Integration, Relational Databases, Database Development, Teradata, Application Architecture, Metadata Management, Data Profiling, Stored Procedures, Application Development, Architecture, Software Design, Requirements Gathering, Gap Analysis, Databases, Data Analysis, Programming, Documentation, Access, SDLC, SQL, Mentoring, Data Warehousing, Software Development, Software Documentation, Unix, XML, Microsoft SQL Server, Testing, Process Improvement, PL/SQL, JavaScript, Troubleshooting, Program Management, Training, Project Management
Education
Long Island University, Southampton Campus 1979 — 1983
BA Biology, Biology, Computer Science, Mathematics
Central Islip High School
Proto Labs May 2015 - Present
Boy Scouts of America September 2009 - Present
C2 IT Solutions Consulting November 2014 - May 2015
Associated Financial Group October 2011 - November 2014
Tek Systems March 2010 - July 2011
SuperValu May 2008 - October 2009
Albertsons July 2004 - May 2008
Shaw's Supermarkets January 2000 - June 2004
Shaw's Supermarkets December 1994 - December 1999
Battelle April 1990 - November 1994
Skills
Database Design, Data Modeling, Application Design, Dimensional Modeling, Erwin, Data Integration, Relational Databases, Database Development, Teradata, Application Architecture, Metadata Management, Data Profiling, Stored Procedures, Application Development, Architecture, Software Design, Requirements Gathering, Gap Analysis, Databases, Data Analysis, Programming, Documentation, Access, SDLC, SQL, Mentoring, Data Warehousing, Software Development, Software Documentation, Unix, XML, Microsoft SQL Server, Testing, Process Improvement, PL/SQL, JavaScript, Troubleshooting, Program Management, Training, Project Management
Education
Long Island University, Southampton Campus 1979 — 1983
BA Biology, Biology, Computer Science, Mathematics
Central Islip High School
Andy Babusek Andy Babusek's Associated Financial Group Experience June 2014 - August 2014
Job Recent College Graduate Actively Seeking Employment
Industry Higher Education
Experience
Gustavus Adolphus College January 2013 - Present
Associated Financial Group June 2014 - August 2014
CC United Soccer Club June 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Social Media, Microsoft Office
Education
Gustavus Adolphus College 2012 — 2014
N/A, Economics, 3.25
Chaska High School 2007 — 2009
Gustavus Adolphus College January 2013 - Present
Associated Financial Group June 2014 - August 2014
CC United Soccer Club June 2010 - August 2010
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Leadership, Social Media, Microsoft Office
Education
Gustavus Adolphus College 2012 — 2014
N/A, Economics, 3.25
Chaska High School 2007 — 2009
Erin Grossman Erin Grossman's Associated Financial Group Experience April 2012 - Present
Job Employee Benefits Analyst at Associated Financial Group
Industry Marketing and Advertising
Experience
Associated Financial Group April 2012 - Present
Medica June 2011 - April 2012
ACE Community Credit Union April 2010 - July 2011
ACCESS Domestic Violence Shelter August 2007 - May 2011
Intensitee, Inc October 2008 - May 2009
ISU Foundation August 2008 - November 2008
Creek Golf Course May 2007 - August 2007
Skills
Microsoft Office, Salesforce.com, COSMOS, Facebook, Twitter, OnContact
Education
Iowa State University 2007 — 2011
Bachelor of Science, Marketing
Associated Financial Group April 2012 - Present
Medica June 2011 - April 2012
ACE Community Credit Union April 2010 - July 2011
ACCESS Domestic Violence Shelter August 2007 - May 2011
Intensitee, Inc October 2008 - May 2009
ISU Foundation August 2008 - November 2008
Creek Golf Course May 2007 - August 2007
Skills
Microsoft Office, Salesforce.com, COSMOS, Facebook, Twitter, OnContact
Education
Iowa State University 2007 — 2011
Bachelor of Science, Marketing
Laurie Dezenzo Laurie Dezenzo's Associated Financial Group Experience March 2005 - March 2008
Job Account Representative at Wells Fargo Insurance Services
Industry Insurance
Experience
Account Representative at Wells Fargo Insurance, Inc March 2008 - Present
Associated Financial Group March 2005 - March 2008
Bally Total Fitness January 2004 - December 2006
Skills
Insurance, Customer Service, Customer Satisfaction, Customer Insight
Education
University of Hawaii at Manoa 1979 — 1980
Sociology and Psychology
Central Connecticut State University 1973 — 1975
Sociology and Psychology
Account Representative at Wells Fargo Insurance, Inc March 2008 - Present
Associated Financial Group March 2005 - March 2008
Bally Total Fitness January 2004 - December 2006
Skills
Insurance, Customer Service, Customer Satisfaction, Customer Insight
Education
University of Hawaii at Manoa 1979 — 1980
Sociology and Psychology
Central Connecticut State University 1973 — 1975
Sociology and Psychology
Jodie Van Camp Jodie Van Camp's Associated Financial Group Experience May 1999 - Present
Job Licensing Coordinator at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group May 1999 - Present
Skills
Insurance, Customer Service, Employee Relations, Disability Insurance, Microsoft Office, Health Insurance, Compliance, Versatility, Organized Multi-tasker, Administrative Support, Database Administration, Education, Customer Relations, Problem Solving, Teamwork, Web Content, Adobe Contribute, SharePoint Designer, Customer Oriented, Customer Satisfaction
Education
Lakeland College 2011 — 2014
Bachelor's Degree, Business Management, Final GPA 3.7894
Fox Valley Technical College 1999 — 2001
Associates Degree, Administrative Assistant
St. Norbert College 1998 — 1999
Business Administration and Management, General, N/A
Little Chute High School 1994 — 1998
Associated Financial Group May 1999 - Present
Skills
Insurance, Customer Service, Employee Relations, Disability Insurance, Microsoft Office, Health Insurance, Compliance, Versatility, Organized Multi-tasker, Administrative Support, Database Administration, Education, Customer Relations, Problem Solving, Teamwork, Web Content, Adobe Contribute, SharePoint Designer, Customer Oriented, Customer Satisfaction
Education
Lakeland College 2011 — 2014
Bachelor's Degree, Business Management, Final GPA 3.7894
Fox Valley Technical College 1999 — 2001
Associates Degree, Administrative Assistant
St. Norbert College 1998 — 1999
Business Administration and Management, General, N/A
Little Chute High School 1994 — 1998
Lisa Kirschman Lisa Kirschman's Associated Financial Group Experience January 2008 - August 2010
Job Lead Sales Assistant at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha May 2011 - Present
David Martin Agency August 2010 - May 2011
Associated Financial Group January 2008 - August 2010
Usset, Weingarden, & Liebo PLLP June 2001 - December 2007
Skills
Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Health Savings Accounts, Benefits Administration, Brokers, Insurance, Life Insurance, Management, Marketing, Retirement, Sales, Term Life Insurance, Underwriting
Education
North Hennepin Community College 2000 — 2004
AAS, Business Management
Mutual of Omaha May 2011 - Present
David Martin Agency August 2010 - May 2011
Associated Financial Group January 2008 - August 2010
Usset, Weingarden, & Liebo PLLP June 2001 - December 2007
Skills
Employee Benefits, Health Insurance, Disability Insurance, Customer Service, Health Savings Accounts, Benefits Administration, Brokers, Insurance, Life Insurance, Management, Marketing, Retirement, Sales, Term Life Insurance, Underwriting
Education
North Hennepin Community College 2000 — 2004
AAS, Business Management
Tiffany Holscher Tiffany Holscher's Associated Financial Group Experience February 2015 - Present
Job Employee Benefits Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group February 2015 - Present
Running Aces Harness Park December 2013 - February 2015
Running Aces Harness Park January 2009 - December 2013
Pro Staff December 2006 - June 2008
Skills
Human Resources, Personnel Management, HRIS, ADP Payroll, Employee Relations, Applicant Tracking..., Employee Benefits, Performance Management, FMLA, New Hire Orientations, Benefits Administration, Onboarding, Unemployment, Workers Compensation, Temporary Placement, Employee Handbooks, Employee Recognition
Education
Metropolitan State University
Human Resources Management
Anoka Ramsey Community College
Management and Marketing
Associated Financial Group February 2015 - Present
Running Aces Harness Park December 2013 - February 2015
Running Aces Harness Park January 2009 - December 2013
Pro Staff December 2006 - June 2008
Skills
Human Resources, Personnel Management, HRIS, ADP Payroll, Employee Relations, Applicant Tracking..., Employee Benefits, Performance Management, FMLA, New Hire Orientations, Benefits Administration, Onboarding, Unemployment, Workers Compensation, Temporary Placement, Employee Handbooks, Employee Recognition
Education
Metropolitan State University
Human Resources Management
Anoka Ramsey Community College
Management and Marketing
Brett Landrum, GBA Brett Landrum, GBA's Associated Financial Group Experience March 2012 - June 2015
Job Consultant
Industry Human Resources
Experience
PRO Resources June 2015 - Present
Associated Financial Group March 2012 - June 2015
Infinite Insurance Services December 2010 - March 2012
Yale Law School April 2010 - October 2010
Skills
Employee Benefits, Disability Insurance, Health Insurance, Human Resources, Health Care Reform, Strategic Planning, Benefits Negotiation, Multi-Employer Benefit..., Professional Employer..., PEO's (Professional..., Management, Consulting, Insurance, Life Insurance, Workers Compensation, Customer Service
Education
Cornell University 2009 — 2011
Augsburg College 2008 — 2009
University of Nebraska-Lincoln 2007 — 2008
Wayzata high school
PRO Resources June 2015 - Present
Associated Financial Group March 2012 - June 2015
Infinite Insurance Services December 2010 - March 2012
Yale Law School April 2010 - October 2010
Skills
Employee Benefits, Disability Insurance, Health Insurance, Human Resources, Health Care Reform, Strategic Planning, Benefits Negotiation, Multi-Employer Benefit..., Professional Employer..., PEO's (Professional..., Management, Consulting, Insurance, Life Insurance, Workers Compensation, Customer Service
Education
Cornell University 2009 — 2011
Augsburg College 2008 — 2009
University of Nebraska-Lincoln 2007 — 2008
Wayzata high school
Brenda Leopold Brenda Leopold's Associated Financial Group Experience February 2015 - Present
Job Employee Benefits Consultant at Associated Financial Group
Industry Human Resources
Experience
Associated Financial Group February 2015 - Present
CEH Solutions January 2013 - Present
Best Friends of Neenah-Menasha March 2009 - July 2014
Terrafin Consulting April 2013 - August 2013
Interact Marketing April 2009 - December 2012
AmericInn Lodge & Suites August 2007 - April 2009
AmericInn Lodge & Suites April 2007 - April 2009
Next Big Event LLC October 2005 - February 2008
Skills
Marketing Strategy, Marketing Communications, Direct Marketing, Advertising, Account Management, Business Analysis, Web 2.0, Business Strategy, Strategic Planning, Business Management, Customer Service, Social Media, Newsletters, Blogging, Hospitality, Writing, Customer Relations, Innovation, Problem Solving, Copywriting, Event Planning, Research, Graphic Design, Web Design, Public Relations, Social Networking, Product Development, Planning, Event Management, Retail, Media Relations, Excel, Employee Relations, Microsoft Office, Operations, Fundraising, Graphics, Outsourcing, Organizational..., Word, Budget Analysis, Mentoring, Non-profits, Community Relations, Customer Engagement, Leadership, Email Marketing, Social Media Marketing, Marketing, Nonprofits
Education
Lakeland College 2000 — 2005
Business Administration and Marketing with a minor emphasis in economics and accounting
Associated Financial Group February 2015 - Present
CEH Solutions January 2013 - Present
Best Friends of Neenah-Menasha March 2009 - July 2014
Terrafin Consulting April 2013 - August 2013
Interact Marketing April 2009 - December 2012
AmericInn Lodge & Suites August 2007 - April 2009
AmericInn Lodge & Suites April 2007 - April 2009
Next Big Event LLC October 2005 - February 2008
Skills
Marketing Strategy, Marketing Communications, Direct Marketing, Advertising, Account Management, Business Analysis, Web 2.0, Business Strategy, Strategic Planning, Business Management, Customer Service, Social Media, Newsletters, Blogging, Hospitality, Writing, Customer Relations, Innovation, Problem Solving, Copywriting, Event Planning, Research, Graphic Design, Web Design, Public Relations, Social Networking, Product Development, Planning, Event Management, Retail, Media Relations, Excel, Employee Relations, Microsoft Office, Operations, Fundraising, Graphics, Outsourcing, Organizational..., Word, Budget Analysis, Mentoring, Non-profits, Community Relations, Customer Engagement, Leadership, Email Marketing, Social Media Marketing, Marketing, Nonprofits
Education
Lakeland College 2000 — 2005
Business Administration and Marketing with a minor emphasis in economics and accounting
Molly Tice's Associated Financial Group Experience September 2015 - Present
Job Office Manager at Associated Financial Group
Industry Financial Services
Experience
Associated Financial Group September 2015 - Present
Thrivent Financial November 2013 - September 2015
Thrivent Financial for Lutherans March 2010 - October 2013
Thrivent Financial for Lutherans May 2005 - March 2010
Schneider National March 2004 - May 2005
Schneider National May 2002 - March 2004
Skills
Event Planning, Fixed Annuities, Variable Annuities, Life Settlements, Insurance, Healh Insurance Claims, Transportation, Field Service, Customer Service..., Human Resources, Recruiting, Grant Administration, Grant Reviewing, Travel Planning, Expense Management, Screening Resumes, Customer Service..., Internal Communications, Public Speaking, Financial Services, Customer Service, Process Improvement, Strategic Planning
Education
Concordia University-Wisconsin 2011 — 2015
Bachelor of Arts (B.A.), Business Management, 3.88 GPA
Associated Financial Group September 2015 - Present
Thrivent Financial November 2013 - September 2015
Thrivent Financial for Lutherans March 2010 - October 2013
Thrivent Financial for Lutherans May 2005 - March 2010
Schneider National March 2004 - May 2005
Schneider National May 2002 - March 2004
Skills
Event Planning, Fixed Annuities, Variable Annuities, Life Settlements, Insurance, Healh Insurance Claims, Transportation, Field Service, Customer Service..., Human Resources, Recruiting, Grant Administration, Grant Reviewing, Travel Planning, Expense Management, Screening Resumes, Customer Service..., Internal Communications, Public Speaking, Financial Services, Customer Service, Process Improvement, Strategic Planning
Education
Concordia University-Wisconsin 2011 — 2015
Bachelor of Arts (B.A.), Business Management, 3.88 GPA
Brian Moe Brian Moe's Associated Financial Group Experience June 1997 - Present
Job Senior Vice President at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group June 1997 - Present
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Insurance, Health Care Reform, Strategic Planning, Human Resources, Health Insurance, Healthcare, COBRA, Dentistry, Benefits Administration, Employee Relations, Employee Engagement, Life Insurance, Employee Wellness, HIPAA, Training, ERISA, Group Medical, Leadership
Education
Minnesota State University, Moorhead 1993 — 1997
Bachelor of Science (B.S.), Mass Communications (Public Relations)
Associated Financial Group June 1997 - Present
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Insurance, Health Care Reform, Strategic Planning, Human Resources, Health Insurance, Healthcare, COBRA, Dentistry, Benefits Administration, Employee Relations, Employee Engagement, Life Insurance, Employee Wellness, HIPAA, Training, ERISA, Group Medical, Leadership
Education
Minnesota State University, Moorhead 1993 — 1997
Bachelor of Science (B.S.), Mass Communications (Public Relations)
Greg Boettcher Greg Boettcher's Associated Financial Group Experience August 2015 - Present
Job Programmer Analyst at Associated Financial Group
Industry Information Technology and Services
Experience
Associated Financial Group August 2015 - Present
Thomson Reuters December 2010 - August 2015
University of Wisconsin-Eau Claire August 2009 - August 2011
CUNA Mutual Group June 2010 - August 2010
Skills
Microsoft SQL Server, AJAX, CSS, Databases, MySQL, Web Development, SQL, JavaScript, SAP MII, ASP.NET, Software Development, Java, Oracle, C++, Technical Support, XML, .NET, VB.NET, JSP, Website Development, C#
Education
University of Wisconsin-Eau Claire 2008 — 2010
B.A., Computer Science
Southwest Minnesota State University 1995 — 1999
B.A., Creative writing, Philosophy
Associated Financial Group August 2015 - Present
Thomson Reuters December 2010 - August 2015
University of Wisconsin-Eau Claire August 2009 - August 2011
CUNA Mutual Group June 2010 - August 2010
Skills
Microsoft SQL Server, AJAX, CSS, Databases, MySQL, Web Development, SQL, JavaScript, SAP MII, ASP.NET, Software Development, Java, Oracle, C++, Technical Support, XML, .NET, VB.NET, JSP, Website Development, C#
Education
University of Wisconsin-Eau Claire 2008 — 2010
B.A., Computer Science
Southwest Minnesota State University 1995 — 1999
B.A., Creative writing, Philosophy
Yvonne Shorts Lind Yvonne Shorts Lind's Associated Financial Group Experience December 2010 - Present
Job HR Consultant at Associated Financial Group
Industry Legal Services
Experience
Associated Financial Group December 2010 - Present
Associated Bank December 2010 - Present
Twin Cities EEO Consulting, P.C. June 2009 - December 2010
Larson King LLP 2006 - 2009
US Bank 2003 - 2006
Minnesota Attorney General's Office 2001 - 2003
Rider Bennett, LLP 1998 - 2001
Education
William Mitchell College of Law 1995 — 1998
J.D., cum laude
University of California, Riverside 1987 — 1991
B.A., Political Science
Associated Financial Group December 2010 - Present
Associated Bank December 2010 - Present
Twin Cities EEO Consulting, P.C. June 2009 - December 2010
Larson King LLP 2006 - 2009
US Bank 2003 - 2006
Minnesota Attorney General's Office 2001 - 2003
Rider Bennett, LLP 1998 - 2001
Education
William Mitchell College of Law 1995 — 1998
J.D., cum laude
University of California, Riverside 1987 — 1991
B.A., Political Science
Rhonda Ziegler, GBA's Associated Financial Group Experience January 2009 - January 2013
Job Account Executive at McClone
Industry Insurance
Experience
McClone January 2015 - Present
NEENAH FOUNDRY January 2013 - January 2015
Associated Financial Group January 2009 - January 2013
Associated Bank May 2005 - December 2008
First Federal Capital Bank June 1998 - May 2005
Skills
Microsoft Word, PowerPoint, Customer Satisfaction, Positivity, Wellness, Leadership, Coaching, Public Speaking, Writing, SHRM, Insurance, Sales, Team Building, Customer Service, Team Leadership
Education
Marian College of Fond du Lac 2008 — 2012
Bachelors, HR Management & Marketing, 3.8
Fox Valley Technical College 1999 — 2003
Associates, Marketing
McClone January 2015 - Present
NEENAH FOUNDRY January 2013 - January 2015
Associated Financial Group January 2009 - January 2013
Associated Bank May 2005 - December 2008
First Federal Capital Bank June 1998 - May 2005
Skills
Microsoft Word, PowerPoint, Customer Satisfaction, Positivity, Wellness, Leadership, Coaching, Public Speaking, Writing, SHRM, Insurance, Sales, Team Building, Customer Service, Team Leadership
Education
Marian College of Fond du Lac 2008 — 2012
Bachelors, HR Management & Marketing, 3.8
Fox Valley Technical College 1999 — 2003
Associates, Marketing
Annette Busse-Weber Annette Busse-Weber's Associated Financial Group Experience April 2011 - August 2011
Job Experienced Insurance Sales
Industry Insurance
Experience
Paradise Tanning of Circle Pines & Crystal August 2012 - Present
Sentry Insurance August 2011 - September 2012
Associated Financial Group April 2011 - August 2011
AAA/Colonial Life August 2009 - August 2011
COUNTRY Financial December 2007 - August 2009
Skills
Life Insurance, Retirement Planning, Insurance, Disability Insurance, 401k, IRAs, Property & Casualty..., Commercial Insurance, Liability, Pensions, Health Insurance, Workers Compensation, Series 6, Series 63, Mutual Funds, Estate Planning, Sales, Term Life Insurance, Long-term Care, Employee Benefits, General Insurance
Education
Globe University-Minneapolis 2011 — 2014
expected graduation in 2018 wiht Bachelors in Business Management, Marketing
Bemidji State University
Park Rapids
Diploma
Paradise Tanning of Circle Pines & Crystal August 2012 - Present
Sentry Insurance August 2011 - September 2012
Associated Financial Group April 2011 - August 2011
AAA/Colonial Life August 2009 - August 2011
COUNTRY Financial December 2007 - August 2009
Skills
Life Insurance, Retirement Planning, Insurance, Disability Insurance, 401k, IRAs, Property & Casualty..., Commercial Insurance, Liability, Pensions, Health Insurance, Workers Compensation, Series 6, Series 63, Mutual Funds, Estate Planning, Sales, Term Life Insurance, Long-term Care, Employee Benefits, General Insurance
Education
Globe University-Minneapolis 2011 — 2014
expected graduation in 2018 wiht Bachelors in Business Management, Marketing
Bemidji State University
Park Rapids
Diploma
Tony Jueneman Tony Jueneman's Associated Financial Group Experience January 2000 - November 2006
Job Senior Sales Representative at Managed Design
Industry Computer Software
Experience
Managed Design June 2015 - Present
Zepol Corporation January 2011 - June 2015
The McKinley Group June 2008 - February 2011
Centex Homes December 2006 - May 2008
Associated Financial Group January 2000 - November 2006
Skills
Sourcing, Cold Calling, Marketing, Account Management, Business Development, Sales Presentations, Lead Generation, Sales Management, Analysis, Leadership, Selling
Education
Minnesota State University, Mankato 1996 — 2000
Marketing, Sales
Managed Design June 2015 - Present
Zepol Corporation January 2011 - June 2015
The McKinley Group June 2008 - February 2011
Centex Homes December 2006 - May 2008
Associated Financial Group January 2000 - November 2006
Skills
Sourcing, Cold Calling, Marketing, Account Management, Business Development, Sales Presentations, Lead Generation, Sales Management, Analysis, Leadership, Selling
Education
Minnesota State University, Mankato 1996 — 2000
Marketing, Sales
Angela Wheeler's Associated Financial Group Experience October 2006 - December 2009
Job Claims Consultant at Marsh & McLennan Companies
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. December 2009 - Present
Associated Financial Group October 2006 - December 2009
The Horton Group November 2005 - October 2006
Travelers November 2002 - November 2005
Milwaukee Brewers Baseball Club March 2001 - July 2002
Education
Cardinal Stritch University 1997 — 2001
Marsh & McLennan Companies, Inc. December 2009 - Present
Associated Financial Group October 2006 - December 2009
The Horton Group November 2005 - October 2006
Travelers November 2002 - November 2005
Milwaukee Brewers Baseball Club March 2001 - July 2002
Education
Cardinal Stritch University 1997 — 2001
Loretta Kinderman, SPHR Loretta Kinderman, SPHR's Associated Financial Group Experience December 2005 - July 2009
Job President at Leadership Coaching Institute
Industry Professional Training & Coaching
Experience
Leadership Coaching Institute February 2010 - Present
Profiles International August 2009 - January 2010
Associated Financial Group December 2005 - July 2009
Mounds View Public Schools October 2003 - November 2005
North St. Paul-Maplewood-Oakdale Schools 2003 - 2004
AMEV October 1986 - April 1991
Skills
Coaching, Organizational..., Leadership, Career Counseling, Resume Writing, Leadership Development, Performance Management, Talent Management, Employee Engagement, Talent Acquisition, Employee Relations, Executive Coaching, Team Building, Employee Benefits, Succession Planning
Education
William Mitchell College of Law 2012 — 2015
Juris Doctor Candidate
Coach Training Alliance 2010 — 2010
Professional Coaching Certification
The College of St. Scholastica 2000 — 2002
Bachelor of Arts (B.A.), Organizational Development
Leadership Coaching Institute February 2010 - Present
Profiles International August 2009 - January 2010
Associated Financial Group December 2005 - July 2009
Mounds View Public Schools October 2003 - November 2005
North St. Paul-Maplewood-Oakdale Schools 2003 - 2004
AMEV October 1986 - April 1991
Skills
Coaching, Organizational..., Leadership, Career Counseling, Resume Writing, Leadership Development, Performance Management, Talent Management, Employee Engagement, Talent Acquisition, Employee Relations, Executive Coaching, Team Building, Employee Benefits, Succession Planning
Education
William Mitchell College of Law 2012 — 2015
Juris Doctor Candidate
Coach Training Alliance 2010 — 2010
Professional Coaching Certification
The College of St. Scholastica 2000 — 2002
Bachelor of Arts (B.A.), Organizational Development
Derek Holje Derek Holje's Associated Financial Group Experience 1996 - 2000
Job President/Owner at ShingleCreek Construction, Inc, & Elite Home Exteriors
Industry Construction
Experience
ShingleCreek Construction, Inc. September 2009 - Present
The Novo Group December 2007 - June 2008
Paisley Consulting December 2003 - January 2007
Landscape Structures 2003 - 2003
Hallmark Insights 2000 - 2003
Associated Financial Group 1996 - 2000
Education
Gustavus Adolphus College 1990 — 1994
B.A., Business Management
Dassel Cokato
ShingleCreek Construction, Inc. September 2009 - Present
The Novo Group December 2007 - June 2008
Paisley Consulting December 2003 - January 2007
Landscape Structures 2003 - 2003
Hallmark Insights 2000 - 2003
Associated Financial Group 1996 - 2000
Education
Gustavus Adolphus College 1990 — 1994
B.A., Business Management
Dassel Cokato
Andy Schuster's Associated Financial Group Experience June 2006 - October 2008
Job Manager Training Unit at GROWMARK, Inc.
Industry Farming
Experience
GROWMARK, Inc. September 2015 - Present
GROWMARK INC January 2015 - September 2015
State Farm Insurance October 2012 - December 2014
State Farm Agent December 2010 - November 2012
Childrens Hosptial - Peoria October 2008 - December 2010
Associated Financial Group June 2006 - October 2008
Skills
Insurance, Life Insurance, Health Insurance, Retirement Planning, Strategic Planning, Disability Insurance, Retirement, Strategy, Public Speaking, Fundraising, Mentoring, Customer Service, Team Building, New Business Development, Risk Management, Coaching, Whole Life, Universal Life, Business Planning, Organizational..., Fixed Annuities, Planning, Property & Casualty..., General Insurance, Claims, Long Term Care, Customer Relations, Sales Management, Team Leadership, Negotiation, Problem Solving, Health, Financial Planning, Term Life Insurance, Annuities, Microsoft Office, Market Planning, Financial Services, IRAs, Financial Planners, Financial Advisory, Wealth Management, Series 6, 401k, Leadership, Educational Leadership, Management, Event Management, Training, Sales
Education
Illinois State University 1993 — 1995
MS, Communication
Illinois State University 1988 — 1992
BS, Public Relations
Champaign Central HS 1984 — 1988
American College
CLU, ChFC, CASL
LOMA
FFSI, Finance, General
GROWMARK, Inc. September 2015 - Present
GROWMARK INC January 2015 - September 2015
State Farm Insurance October 2012 - December 2014
State Farm Agent December 2010 - November 2012
Childrens Hosptial - Peoria October 2008 - December 2010
Associated Financial Group June 2006 - October 2008
Skills
Insurance, Life Insurance, Health Insurance, Retirement Planning, Strategic Planning, Disability Insurance, Retirement, Strategy, Public Speaking, Fundraising, Mentoring, Customer Service, Team Building, New Business Development, Risk Management, Coaching, Whole Life, Universal Life, Business Planning, Organizational..., Fixed Annuities, Planning, Property & Casualty..., General Insurance, Claims, Long Term Care, Customer Relations, Sales Management, Team Leadership, Negotiation, Problem Solving, Health, Financial Planning, Term Life Insurance, Annuities, Microsoft Office, Market Planning, Financial Services, IRAs, Financial Planners, Financial Advisory, Wealth Management, Series 6, 401k, Leadership, Educational Leadership, Management, Event Management, Training, Sales
Education
Illinois State University 1993 — 1995
MS, Communication
Illinois State University 1988 — 1992
BS, Public Relations
Champaign Central HS 1984 — 1988
American College
CLU, ChFC, CASL
LOMA
FFSI, Finance, General
Josh Konantz's Associated Financial Group Experience July 2000 - November 2003
Job Exchange Administrator at Arizona Department of Economic Security
Industry Computer Networking
Experience
Arizona Department of Economic Security March 2013 - Present
Adreima April 2011 - March 2013
Mitel November 2003 - January 2011
Associated Financial Group July 2000 - November 2003
Unimax 1998 - 2000
Skills
Hardware, DHCP, DNS, Servers, Active Directory, VMware, Windows Server, Virtualization, Windows, Customer Relations, Problem Solving, Microsoft Office, System Administration, Disaster Recovery, Documentation, Windows Server 2003, VPN, Troubleshooting, Strategic Planning, Windows 7, Deployment, Software Documentation, TCP/IP, Integration, Microsoft Exchange, Technical Support, System Deployment
Education
Brown College 1997 — 1998
Technical
Arizona Department of Economic Security March 2013 - Present
Adreima April 2011 - March 2013
Mitel November 2003 - January 2011
Associated Financial Group July 2000 - November 2003
Unimax 1998 - 2000
Skills
Hardware, DHCP, DNS, Servers, Active Directory, VMware, Windows Server, Virtualization, Windows, Customer Relations, Problem Solving, Microsoft Office, System Administration, Disaster Recovery, Documentation, Windows Server 2003, VPN, Troubleshooting, Strategic Planning, Windows 7, Deployment, Software Documentation, TCP/IP, Integration, Microsoft Exchange, Technical Support, System Deployment
Education
Brown College 1997 — 1998
Technical
Jane Gauthier's Associated Financial Group Experience January 2007 - April 2009
Job Recruiter at Wells Fargo
Industry Human Resources
Experience
Wells Fargo August 2012 - Present
Associated Bank April 2009 - August 2012
Associated Financial group January 2007 - April 2009
Associated Bank/Associated Financial Group September 2000 - June 2007
Manpower 1997 - 2000
Skills
Talent Management, Recruiting, Employee Benefits, Employee Relations, Performance Management, Executive Management, Leadership, Staff Development, Internet Recruiting, College Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Executive Search, Taleo, Technical Recruiting, Sourcing, Workforce Planning, Benefits Negotiation, Employee Engagement, Human Resources, Interviews, Succession Planning, Training, New Hire Orientations, Temporary Placement, Management, Career Development, Temporary Staffing, CRM
Education
University of Rhode Island - College of Business Administration 1992 — 1994
Bachelor Science
North Dakota State University 1990 — 1992
Wells Fargo August 2012 - Present
Associated Bank April 2009 - August 2012
Associated Financial group January 2007 - April 2009
Associated Bank/Associated Financial Group September 2000 - June 2007
Manpower 1997 - 2000
Skills
Talent Management, Recruiting, Employee Benefits, Employee Relations, Performance Management, Executive Management, Leadership, Staff Development, Internet Recruiting, College Recruiting, Applicant Tracking..., Talent Acquisition, Onboarding, Executive Search, Taleo, Technical Recruiting, Sourcing, Workforce Planning, Benefits Negotiation, Employee Engagement, Human Resources, Interviews, Succession Planning, Training, New Hire Orientations, Temporary Placement, Management, Career Development, Temporary Staffing, CRM
Education
University of Rhode Island - College of Business Administration 1992 — 1994
Bachelor Science
North Dakota State University 1990 — 1992
Barbara Buchalter's Associated Financial Group Experience October 2006 - September 2008
Job Account Manager at Autumn Associates
Industry Insurance
Experience
Autumn Insurance and Benefits June 2009 - Present
Allison Personnel September 2008 - February 2010
Associated Financial Group October 2006 - September 2008
Marsh&McLennan January 2004 - October 2006
LA Weight Loss Center-Novi, Mi. August 2002 - January 2004
John Hancock Mutual Life March 1989 - September 1994
Ameriplan Health Services 1986 - 1988
Skills
CISR Designation, Management, Customer Service, Property & Casualty..., Sales, Insurance, Training, Employee Benefits, Microsoft Excel
Education
Schoolcraft College 1994 — 1995
Associates, Arts
Autumn Insurance and Benefits June 2009 - Present
Allison Personnel September 2008 - February 2010
Associated Financial Group October 2006 - September 2008
Marsh&McLennan January 2004 - October 2006
LA Weight Loss Center-Novi, Mi. August 2002 - January 2004
John Hancock Mutual Life March 1989 - September 1994
Ameriplan Health Services 1986 - 1988
Skills
CISR Designation, Management, Customer Service, Property & Casualty..., Sales, Insurance, Training, Employee Benefits, Microsoft Excel
Education
Schoolcraft College 1994 — 1995
Associates, Arts
craig ulrich's Associated Financial Group Experience October 2000 - Present
Job Broker at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group October 2000 - Present
Education
Minnesota State University, Moorhead 1993 — 1997
Associated Financial Group October 2000 - Present
Education
Minnesota State University, Moorhead 1993 — 1997
Jerry Riestenberg's Associated Financial Group Experience
Job Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, Group Medical, Health Insurance, Healthcare, COBRA, Life Insurance, Insurance, Term Life Insurance, Account Management
Education
Minnesota State University, Moorhead 1976 — 1986
Associated Financial Group
Skills
Disability Insurance, Employee Benefits, Health Savings Accounts, Group Medical, Health Insurance, Healthcare, COBRA, Life Insurance, Insurance, Term Life Insurance, Account Management
Education
Minnesota State University, Moorhead 1976 — 1986
Christine Schoenwalder's Associated Financial Group Experience December 2007 - October 2012
Job Sales & Risk Consultant, Marsh Private Client Services
Industry Insurance
Experience
Marsh Private Client Services October 2012 - Present
Associated Financial Group December 2007 - October 2012
Capital Insurance Agency of Wisc., Inc. May 1986 - August 2007
Skills
Sourcing, Employee Relations, Sales Management, Inside Sales, Customer Relations, General Insurance, Brokerage, Building Relationships, New Business Development, Property & Casualty..., High Net Worth..., High Net Worth Insurance, Affluent, Team Leadership, Strategic Planning, Passion for Success
Education
Marquette University 1982 — 1986
Bachelor of Science (BS), Marketing
Marsh Private Client Services October 2012 - Present
Associated Financial Group December 2007 - October 2012
Capital Insurance Agency of Wisc., Inc. May 1986 - August 2007
Skills
Sourcing, Employee Relations, Sales Management, Inside Sales, Customer Relations, General Insurance, Brokerage, Building Relationships, New Business Development, Property & Casualty..., High Net Worth..., High Net Worth Insurance, Affluent, Team Leadership, Strategic Planning, Passion for Success
Education
Marquette University 1982 — 1986
Bachelor of Science (BS), Marketing
Christina England's Associated Financial Group Experience August 2014 - Present
Job VP, Director of Client Services at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group August 2014 - Present
Associated Financial Group April 2007 - August 2014
Skills
Employee Benefits, Customer Driven, Conflict Management, Manage Client..., Supervisory Management, Underwriting, Insurance, Health Savings Accounts, Disability Insurance, Workers Compensation, Brokers, Health Insurance, 401k
Education
Metropolitan State University
North Hennepin Community College
Associated Financial Group August 2014 - Present
Associated Financial Group April 2007 - August 2014
Skills
Employee Benefits, Customer Driven, Conflict Management, Manage Client..., Supervisory Management, Underwriting, Insurance, Health Savings Accounts, Disability Insurance, Workers Compensation, Brokers, Health Insurance, 401k
Education
Metropolitan State University
North Hennepin Community College
Art Freeman's Associated Financial Group Experience November 2005 - Present
Job Account Executive at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group November 2005 - Present
Corporate Benefit Services of America November 2003 - November 2005
Skills
Client Relationship..., Client Retention, Client Service, Insurance, Health Insurance, Healthcare, Employee Benefits, Health Savings Accounts, Strategic Planning, Sales Management, Team Building, Health Care Reform, Disability Insurance, Account Management, Term Life Insurance, Brokers, Life Insurance, COBRA, CRM, Customer Retention
Education
Knox College 1987 — 1991
Bachelor of Science (BS), Philosophy
Associated Financial Group November 2005 - Present
Corporate Benefit Services of America November 2003 - November 2005
Skills
Client Relationship..., Client Retention, Client Service, Insurance, Health Insurance, Healthcare, Employee Benefits, Health Savings Accounts, Strategic Planning, Sales Management, Team Building, Health Care Reform, Disability Insurance, Account Management, Term Life Insurance, Brokers, Life Insurance, COBRA, CRM, Customer Retention
Education
Knox College 1987 — 1991
Bachelor of Science (BS), Philosophy
Shannon Klick's Associated Financial Group Experience June 2012 - Present
Job Client Systems Project Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group June 2012 - Present
Associated Financial Group March 2010 - May 2012
Associated Financial Group September 2005 - March 2010
Securian Financial Group September 1999 - September 2005
Skills
Benefit and Project..., Change Leadership, Fundraising, Writing, Documentation, Event Planning, Volunteer Coordination, Insurance, Employee Benefits, Newsletters, Coaching, Microsoft Office, Process Improvement, Event Management, Account Management, Social Media, Training, Curriculum Design, Politics, Communication, Project Management, Healthcare Information..., Marketing, Customer Service, Organizational..., Change Management, Leadership, Policy, Management, Volunteer Management, Leadership Development, Sales
Education
North Hennepin Community College 2014 — 2014
Project Management Leadership Certificate, Project Management
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Arts, Political Science
Forest Lake Senior High
Associated Financial Group June 2012 - Present
Associated Financial Group March 2010 - May 2012
Associated Financial Group September 2005 - March 2010
Securian Financial Group September 1999 - September 2005
Skills
Benefit and Project..., Change Leadership, Fundraising, Writing, Documentation, Event Planning, Volunteer Coordination, Insurance, Employee Benefits, Newsletters, Coaching, Microsoft Office, Process Improvement, Event Management, Account Management, Social Media, Training, Curriculum Design, Politics, Communication, Project Management, Healthcare Information..., Marketing, Customer Service, Organizational..., Change Management, Leadership, Policy, Management, Volunteer Management, Leadership Development, Sales
Education
North Hennepin Community College 2014 — 2014
Project Management Leadership Certificate, Project Management
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Arts, Political Science
Forest Lake Senior High
Jeff Fredrickson's Associated Financial Group Experience June 2003 - June 2005
Job National Accounts Strategic Account Executive at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group September 2014 - Present
UnitedHealthcare August 2006 - September 2014
UnitedHealthcare June 2005 - August 2006
Associated Financial Group June 2003 - June 2005
Skills
Health Insurance, Insurance, Account Management, Sales, Employee Benefits, Sales Management, Managed Care, Strategy, Brokers, Marketing
Education
Bemidji State University
BS, Marketing
Hamline University
Master of Business Administration (MBA)
UnitedHealth Group September 2014 - Present
UnitedHealthcare August 2006 - September 2014
UnitedHealthcare June 2005 - August 2006
Associated Financial Group June 2003 - June 2005
Skills
Health Insurance, Insurance, Account Management, Sales, Employee Benefits, Sales Management, Managed Care, Strategy, Brokers, Marketing
Education
Bemidji State University
BS, Marketing
Hamline University
Master of Business Administration (MBA)
Eric Ostman's Associated Financial Group Experience June 2009 - November 2009
Job Marketing/Customer Service at Lee F. Murphy Group
Industry Insurance
Experience
Lee F. Murphy Group January 2014 - Present
SMA Insurance September 2012 - August 2013
Wells Fargo Insurance Services December 2009 - January 2012
Associated Financial Group June 2009 - November 2009
Hays Companies March 2000 - April 2009
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Liability, Workers Compensation, D&O, Risk Management, Legal Liability, Commercial Lines
Education
Saint Mary's University of Minnesota 1986 — 1990
Bachelor of Arts (B.A.), Political Science/Sociology
Lee F. Murphy Group January 2014 - Present
SMA Insurance September 2012 - August 2013
Wells Fargo Insurance Services December 2009 - January 2012
Associated Financial Group June 2009 - November 2009
Hays Companies March 2000 - April 2009
Skills
Underwriting, Insurance, Commercial Insurance, Property & Casualty..., Professional Liability, Casualty, Liability, Workers Compensation, D&O, Risk Management, Legal Liability, Commercial Lines
Education
Saint Mary's University of Minnesota 1986 — 1990
Bachelor of Arts (B.A.), Political Science/Sociology
John Braovac's Associated Financial Group Experience March 2012 - August 2014
Job WI Account Manager at Arch Mortgage Insurance Company
Industry Banking
Experience
Arch Mortgage Insurance Company August 2014 - Present
Associated Financial Group March 2012 - August 2014
Rural Mutual Insurance March 2012 - March 2014
MGIC April 2005 - November 2011
Skills
Underwriting, Account Management, Loans, Mortgage, New Business Development, Territory Management, Accoun Executive, Key Account Management, Key Account Development, Training Skills, Consultative Selling, Mortgage Lending, Customer Service, Sales Force Development, Training, Sales Operations, Life Insurance, Selling, Sales, Business Development, Negotiation, Sales Presentations, Customer Satisfaction, Insurance, Mortgage Banking, Cold Calling, Sales Management, Fixed Annuities, Management, Investments, Mortgage Marketing, Risk Management, Strategic Partnerships
Education
Milwaukee School of Engineering 1989 — 1994
B.S. Architectural Engineering, Minor is Business Management
Marquette University High School (MUHS) 1985 — 1989
College Prep
Arch Mortgage Insurance Company August 2014 - Present
Associated Financial Group March 2012 - August 2014
Rural Mutual Insurance March 2012 - March 2014
MGIC April 2005 - November 2011
Skills
Underwriting, Account Management, Loans, Mortgage, New Business Development, Territory Management, Accoun Executive, Key Account Management, Key Account Development, Training Skills, Consultative Selling, Mortgage Lending, Customer Service, Sales Force Development, Training, Sales Operations, Life Insurance, Selling, Sales, Business Development, Negotiation, Sales Presentations, Customer Satisfaction, Insurance, Mortgage Banking, Cold Calling, Sales Management, Fixed Annuities, Management, Investments, Mortgage Marketing, Risk Management, Strategic Partnerships
Education
Milwaukee School of Engineering 1989 — 1994
B.S. Architectural Engineering, Minor is Business Management
Marquette University High School (MUHS) 1985 — 1989
College Prep
Pat Truax's Associated Financial Group Experience July 2013 - Present
Job Business Insurance Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group July 2013 - Present
CNA Insurance October 2011 - July 2013
Travelers Insurance June 2005 - February 2012
Skills
Property & Casualty..., Sales, Strategic Planning, Commercial Insurance, Underwriting, Technology, Life Science Industry, Public Sector, Insurance, Risk Management, Workers Compensation, Liability, Professional Liability, Casualty, General Insurance, Legal Liability
Education
St. John's University 2001 — 2005
Business Management
Wayzata High School 1997 — 2001
Associated Financial Group July 2013 - Present
CNA Insurance October 2011 - July 2013
Travelers Insurance June 2005 - February 2012
Skills
Property & Casualty..., Sales, Strategic Planning, Commercial Insurance, Underwriting, Technology, Life Science Industry, Public Sector, Insurance, Risk Management, Workers Compensation, Liability, Professional Liability, Casualty, General Insurance, Legal Liability
Education
St. John's University 2001 — 2005
Business Management
Wayzata High School 1997 — 2001
Bob Galvin's Associated Financial Group Experience November 2006 - April 2008
Job Lead Business Analyst at Regis Corporation
Industry Information Technology and Services
Experience
Regis Corporation July 2014 - Present
Delta Air Lines July 2013 - June 2014
Wells Fargo Home Mortgage December 2011 - June 2013
Land O'Lakes May 2011 - December 2011
Syngenta Seeds April 2008 - May 2011
Associated Financial Group November 2006 - April 2008
Wells Fargo Home Mortgage 2003 - 2007
Wells Fargo Financial 2000 - 2003
Skills
Finance, Process Improvement, Internal Audit, Testing, Analysis, Business Analysis, User Acceptance Testing, Requirements Gathering, Financial Analysis, Business Process..., Business Process, Access, Risk Management, Visio, Business Requirements, Project Management, Management
Education
Saint Mary's University of Minnesota 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice
Regis Corporation July 2014 - Present
Delta Air Lines July 2013 - June 2014
Wells Fargo Home Mortgage December 2011 - June 2013
Land O'Lakes May 2011 - December 2011
Syngenta Seeds April 2008 - May 2011
Associated Financial Group November 2006 - April 2008
Wells Fargo Home Mortgage 2003 - 2007
Wells Fargo Financial 2000 - 2003
Skills
Finance, Process Improvement, Internal Audit, Testing, Analysis, Business Analysis, User Acceptance Testing, Requirements Gathering, Financial Analysis, Business Process..., Business Process, Access, Risk Management, Visio, Business Requirements, Project Management, Management
Education
Saint Mary's University of Minnesota 1995 — 1999
Bachelor of Arts (B.A.), Criminal Justice
david kohlman's Associated Financial Group Experience 1985 - Present
Job financial planner at selfemployed
Industry Financial Services
Experience
Associated Financial Group 1985 - Present
afg 1984 - Present
regions bank 1990 - 1995
Skills
Investments, Estate Planning, Financial Analysis, Wealth, Wealth Management, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Pensions, Financial Reporting, Portfolio Management, Analysis, Financial Services
Education
Indiana State University 1976 — 1980
Investments and Securities
Associated Financial Group 1985 - Present
afg 1984 - Present
regions bank 1990 - 1995
Skills
Investments, Estate Planning, Financial Analysis, Wealth, Wealth Management, Investment Strategies, Strategic Financial..., Retirement Planning, Investment Advisory, Pensions, Financial Reporting, Portfolio Management, Analysis, Financial Services
Education
Indiana State University 1976 — 1980
Investments and Securities
Tina Keon's Associated Financial Group Experience 2006 - 2008
Job Account Manager at Willis
Industry Insurance
Experience
Willis October 2008 - Present
Associated Financial Group 2006 - 2008
Education
Marian University 2001 — 2005
Willis October 2008 - Present
Associated Financial Group 2006 - 2008
Education
Marian University 2001 — 2005
Lori Wallin's Associated Financial Group Experience June 2001 - January 2004
Job HR Consultant at Medtronic
Industry Medical Devices
Experience
Medtronic May 2004 - Present
Associated Financial Group June 2001 - January 2004
Skills
Employee Engagement, Talent Management, Workforce Planning, Leadership, Organizational..., Personnel Management, Succession Planning, Onboarding, HR Consulting, Organizational Design, Process Improvement, Talent Acquisition, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Cross-functional Team..., HRIS, HR Policies, Applicant Tracking..., Training
Education
University of Minnesota - Carlson School of Management 2003 — 2005
Concordia College 1997 — 2001
Bachelors of Art, Business, Psychology
Medtronic May 2004 - Present
Associated Financial Group June 2001 - January 2004
Skills
Employee Engagement, Talent Management, Workforce Planning, Leadership, Organizational..., Personnel Management, Succession Planning, Onboarding, HR Consulting, Organizational Design, Process Improvement, Talent Acquisition, Deferred Compensation, Employee Relations, Human Resources, Performance Management, Cross-functional Team..., HRIS, HR Policies, Applicant Tracking..., Training
Education
University of Minnesota - Carlson School of Management 2003 — 2005
Concordia College 1997 — 2001
Bachelors of Art, Business, Psychology
Steve Strege's Associated Financial Group Experience 1995 - March 2014
Job Executive Vice President at Clairmont Financial Group, LLC
Industry Insurance
Experience
Clairmont Financial Group, LLC April 2014 - Present
YMCA 2011 - Present
Associated Financial Group 1995 - March 2014
Skills
Mergers & Acquisitions, Employee Benefits, Health Care Reform, Benefits Administration, Health Savings Accounts, Casualty, Underwriting, Insurance, Employee Wellness, Finance, Life Insurance, Health Insurance, Internal Communications, COBRA, Customer Service, Coaching, Account Management, Sales, Team Building
Education
Gustavus Adolphus College 1991 — 1995
Double Major International Management and Spanish
Clairmont Financial Group, LLC April 2014 - Present
YMCA 2011 - Present
Associated Financial Group 1995 - March 2014
Skills
Mergers & Acquisitions, Employee Benefits, Health Care Reform, Benefits Administration, Health Savings Accounts, Casualty, Underwriting, Insurance, Employee Wellness, Finance, Life Insurance, Health Insurance, Internal Communications, COBRA, Customer Service, Coaching, Account Management, Sales, Team Building
Education
Gustavus Adolphus College 1991 — 1995
Double Major International Management and Spanish
Jim Nelson CIC, CISR's Associated Financial Group Experience 2005 - 2009
Job Commercial Lines Account Executive at Wells Fargo Insurance Services
Industry Insurance
Experience
Wells Fargo Insurance Services August 2015 - Present
Bremer Bank August 2011 - August 2015
Travelers 2010 - July 2011
Associated Financial Group 2005 - 2009
Skills
Underwriting, Insurance, Commercial Lines, Claim, Analysis, Project Management, IBM AS/400, General Insurance, Risk Management, Commercial Insurance, Casualty, Professional Liability, Customer Service, Workers Compensation, Casualty Insurance, New Business Development, Management, Liability
Education
Minnesota State University, Mankato 2015 — 2019
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Wells Fargo Insurance Services August 2015 - Present
Bremer Bank August 2011 - August 2015
Travelers 2010 - July 2011
Associated Financial Group 2005 - 2009
Skills
Underwriting, Insurance, Commercial Lines, Claim, Analysis, Project Management, IBM AS/400, General Insurance, Risk Management, Commercial Insurance, Casualty, Professional Liability, Customer Service, Workers Compensation, Casualty Insurance, New Business Development, Management, Liability
Education
Minnesota State University, Mankato 2015 — 2019
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Donna Petz's Associated Financial Group Experience January 2005 - Present
Job Vice PresidentBank Insurance at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group January 2005 - Present
Stevens Point, WI September 1980 - Present
Skills
Property & Casualty..., Health Insurance, Casualty, General Insurance, Commercial Lines
Education
Cardinal Stritch University 1990 — 1996
BSBA, Business Administration/
Mount Mary College
Associated Financial Group January 2005 - Present
Stevens Point, WI September 1980 - Present
Skills
Property & Casualty..., Health Insurance, Casualty, General Insurance, Commercial Lines
Education
Cardinal Stritch University 1990 — 1996
BSBA, Business Administration/
Mount Mary College
Jonathan Brislin, M.B.A., CPCU, ARe's Associated Financial Group Experience November 2009 - September 2013
Job New Business Development Executive at Mutual Boiler Re
Industry Financial Services
Experience
Mutual Boiler Re September 2013 - Present
Associated Financial Group November 2009 - September 2013
Collins January 2007 - May 2009
Aon Benfield 1998 - 2007
Skills
Insurance, Underwriting, Property & Casualty..., Risk Management, Commercial Insurance, Reinsurance, Professional Liability, Financial Risk, Claim, Workers Compensation, Brokers, Employee Benefits
Education
Universuty of St. Thomas 2006 — 2013
Master of Business Administration (M.B.A.), Finance and Risk Management, 3.68
Concordia College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Mutual Boiler Re September 2013 - Present
Associated Financial Group November 2009 - September 2013
Collins January 2007 - May 2009
Aon Benfield 1998 - 2007
Skills
Insurance, Underwriting, Property & Casualty..., Risk Management, Commercial Insurance, Reinsurance, Professional Liability, Financial Risk, Claim, Workers Compensation, Brokers, Employee Benefits
Education
Universuty of St. Thomas 2006 — 2013
Master of Business Administration (M.B.A.), Finance and Risk Management, 3.68
Concordia College 1992 — 1996
Bachelor of Arts (B.A.), Economics
Emily Tschimperle's Associated Financial Group Experience March 2005 - January 2011
Job Client Executive at Marsh & McLennan Agency LLC Upper Midwest
Industry Insurance
Experience
RJF, a Marsh & McLennan Agency LLC company January 2011 - Present
Associated Financial Group March 2005 - January 2011
Skills
Insurance, Health Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Account Management, Underwriting, Disability Insurance, Brokers, General Insurance, Sales, Health Savings Accounts
Education
St. Cloud State University 2002 — 2006
Marketing
RJF, a Marsh & McLennan Agency LLC company January 2011 - Present
Associated Financial Group March 2005 - January 2011
Skills
Insurance, Health Insurance, Property & Casualty..., Employee Benefits, Commercial Insurance, Account Management, Underwriting, Disability Insurance, Brokers, General Insurance, Sales, Health Savings Accounts
Education
St. Cloud State University 2002 — 2006
Marketing
Nicole Langer's Associated Financial Group Experience 2005 - 2008
Job Assistant Vice President at Willis of Minnesota
Industry Insurance
Experience
Willis of Minnesota May 2008 - Present
Associated Financial Group 2005 - 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Underwriting, Brokers, General Insurance, Liability, Casualty, Workers Compensation, Employment Practices..., Reinsurance, Commercial Lines, Risk Management, Claim, Claims Management
Education
St. Cloud State University
Communication & Business Managment
Willis of Minnesota May 2008 - Present
Associated Financial Group 2005 - 2008
Skills
Insurance, Property & Casualty..., Commercial Insurance, Professional Liability, Underwriting, Brokers, General Insurance, Liability, Casualty, Workers Compensation, Employment Practices..., Reinsurance, Commercial Lines, Risk Management, Claim, Claims Management
Education
St. Cloud State University
Communication & Business Managment
Aaron Tretter's Associated Financial Group Experience July 2012 - July 2014
Job Commercial Lines Agent at Maguire Agency
Industry Insurance
Experience
Maguire Agency August 2014 - Present
Associated Financial Group July 2012 - July 2014
FrontRow October 2011 - June 2012
Calypso Systems February 2011 - October 2011
Calypso Systems April 2008 - February 2011
Best Buy June 2004 - March 2008
Skills
Team Building, Marketing, Strategic Planning, Customer Service, Leadership, Microsoft Office, Selling, New Business Development, Sales Management, Project Management, Marketing Strategy, Business Development, Networking, Training, Sales Process, Sales Presentations, Product Management, Team Leadership, Sales, Account Management, Salesforce.com
Education
Bethel University 2009 — 2011
B.A., Communication Studies
St. Cloud State University 2003 — 2006
AA, Communication Studies
Polestar
Polestar
Polestar
Maguire Agency August 2014 - Present
Associated Financial Group July 2012 - July 2014
FrontRow October 2011 - June 2012
Calypso Systems February 2011 - October 2011
Calypso Systems April 2008 - February 2011
Best Buy June 2004 - March 2008
Skills
Team Building, Marketing, Strategic Planning, Customer Service, Leadership, Microsoft Office, Selling, New Business Development, Sales Management, Project Management, Marketing Strategy, Business Development, Networking, Training, Sales Process, Sales Presentations, Product Management, Team Leadership, Sales, Account Management, Salesforce.com
Education
Bethel University 2009 — 2011
B.A., Communication Studies
St. Cloud State University 2003 — 2006
AA, Communication Studies
Polestar
Polestar
Polestar
Lauren Lambright's Associated Financial Group Experience February 2014 - Present
Job Employee Benefits Account Executive at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group February 2014 - Present
Make-A-Wish Foundation September 2011 - January 2013
Benefitfocus.com December 2008 - September 2011
ECG Scanning & Medical Services July 2007 - December 2008
ADP August 2005 - July 2007
Skills
Social Media, Salesforce.com, Event Planning, Non-profits, Marketing Strategy, Strategy, Public Speaking, Customer Service, Sales, Nonprofits, New Business Development, Leadership, Account Management, Key Account Management, Key Account Development, Healthcare, SaaS, Direct Sales, Fundraising, Employee Benefits, Employee Engagement, Benefits Management, Employee Wellness...
Education
Nyack College
BS, Communications
Associated Financial Group February 2014 - Present
Make-A-Wish Foundation September 2011 - January 2013
Benefitfocus.com December 2008 - September 2011
ECG Scanning & Medical Services July 2007 - December 2008
ADP August 2005 - July 2007
Skills
Social Media, Salesforce.com, Event Planning, Non-profits, Marketing Strategy, Strategy, Public Speaking, Customer Service, Sales, Nonprofits, New Business Development, Leadership, Account Management, Key Account Management, Key Account Development, Healthcare, SaaS, Direct Sales, Fundraising, Employee Benefits, Employee Engagement, Benefits Management, Employee Wellness...
Education
Nyack College
BS, Communications
Erika FitzPatrick's Associated Financial Group Experience August 2005 - August 2007
Job Client Relationship Executive at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial June 2014 - Present
Bearence Management Group October 2012 - June 2014
HealthPartners February 2009 - October 2012
Associated Financial Group August 2005 - August 2007
Unum July 2002 - August 2005
Unum September 1999 - July 2002
Mitor 1997 - 1998
Skills
Dental, Health Insurance, Employee Benefits, Insurance, Client Retention, Benefits, Employee Wellness..., Life Insurance, Disability Insurance
Education
Minnesota State University, Mankato 1995 — 1998
Bachelor of Science (BS), Business Administration
Buffalo High School 1992 — 1995
Sun Life Financial June 2014 - Present
Bearence Management Group October 2012 - June 2014
HealthPartners February 2009 - October 2012
Associated Financial Group August 2005 - August 2007
Unum July 2002 - August 2005
Unum September 1999 - July 2002
Mitor 1997 - 1998
Skills
Dental, Health Insurance, Employee Benefits, Insurance, Client Retention, Benefits, Employee Wellness..., Life Insurance, Disability Insurance
Education
Minnesota State University, Mankato 1995 — 1998
Bachelor of Science (BS), Business Administration
Buffalo High School 1992 — 1995
Terry Hieserich's Associated Financial Group Experience May 2015 - Present
Job Programmer Analyst Business Intelligence and Analytics at Associated Financial Group
Industry Information Technology and Services
Experience
Associated Financial Group May 2015 - Present
Boundary Creek Inc, June 2002 - Present
Be The Match operated by National Marrow Donor Program August 2012 - July 2014
Wells Fargo Bank March 2011 - September 2011
UnitedHealth Group (Optum Health) June 2005 - July 2008
Target Corporation 2004 - 2005
Centurylink / Qwest Communications / US West Interprise March 1999 - June 2004
Cap Gemini 1992 - 1998
Skills
Graphics, System/Enterprise..., Agile methodology and..., Oracle database..., SQL, Business Intelligence, Oracle, Integration, DB2, Unix, Databases, ETL, Disaster Recovery, Data Warehousing, Data Modeling, Enterprise Architecture, Business Process, SDLC, Architectures, Unix Shell Scripting
Education
Microsoft 2014 — 2015
Microsoft SQL Server & Business Intelligence MCSE Certification
Collier 2013 — 2013
Weblogic
Hennepin Technical College 2008 — 2010
Web & Database Technologies
ORACLE Corporation 2007 — 2008
ORACLE Products
Sun Microsystems 2002 — 2002
IBM Corporation 1986 — 1988
IBM DB2
Alexandria Technical College 1982 — 1984
AS Information Technology, Information technology software and hardware architecture.
Associated Financial Group May 2015 - Present
Boundary Creek Inc, June 2002 - Present
Be The Match operated by National Marrow Donor Program August 2012 - July 2014
Wells Fargo Bank March 2011 - September 2011
UnitedHealth Group (Optum Health) June 2005 - July 2008
Target Corporation 2004 - 2005
Centurylink / Qwest Communications / US West Interprise March 1999 - June 2004
Cap Gemini 1992 - 1998
Skills
Graphics, System/Enterprise..., Agile methodology and..., Oracle database..., SQL, Business Intelligence, Oracle, Integration, DB2, Unix, Databases, ETL, Disaster Recovery, Data Warehousing, Data Modeling, Enterprise Architecture, Business Process, SDLC, Architectures, Unix Shell Scripting
Education
Microsoft 2014 — 2015
Microsoft SQL Server & Business Intelligence MCSE Certification
Collier 2013 — 2013
Weblogic
Hennepin Technical College 2008 — 2010
Web & Database Technologies
ORACLE Corporation 2007 — 2008
ORACLE Products
Sun Microsystems 2002 — 2002
IBM Corporation 1986 — 1988
IBM DB2
Alexandria Technical College 1982 — 1984
AS Information Technology, Information technology software and hardware architecture.
Jesse Rulli's Associated Financial Group Experience January 2004 - October 2006
Job Sr. Strategic Account Manager at Superior Vision Services
Industry Insurance
Experience
Superior Vision Services June 2007 - Present
Vision Insurance Plan of America, Inc. June 2007 - April 2014
Maritime Insurance Group October 2006 - June 2007
Associated Financial Group January 2004 - October 2006
Skills
Insurance, Customer Service, Negotiation, Microsoft Office, Customer Relations, Employee Benefits, Sales, Disability Insurance, Healthcare, Strategic Planning, Health Insurance, Health Savings Accounts, Small Business, Account Management, Brokers, Life Insurance, COBRA, Self-funded
Education
Lakeland College 1997 — 1999
Superior Vision Services June 2007 - Present
Vision Insurance Plan of America, Inc. June 2007 - April 2014
Maritime Insurance Group October 2006 - June 2007
Associated Financial Group January 2004 - October 2006
Skills
Insurance, Customer Service, Negotiation, Microsoft Office, Customer Relations, Employee Benefits, Sales, Disability Insurance, Healthcare, Strategic Planning, Health Insurance, Health Savings Accounts, Small Business, Account Management, Brokers, Life Insurance, COBRA, Self-funded
Education
Lakeland College 1997 — 1999
Pam Kopelke's Associated Financial Group Experience 2011 - February 2013
Job Product Development ManagerForms at JJ Keller & Associates, Inc.
Industry Education Management
Experience
JJ Keller & Associates, Inc. April 2013 - Present
Associated Financial Group 2011 - February 2013
School Specialty May 2009 - December 2010
School Specialty, Inc. February 2007 - May 2009
Appleton 2002 - 2006
Appleton 1998 - 2002
Skills
Cross-functional Team..., Competitive Analysis, Management, Marketing, Sales, Marketing Strategy, Product Development, Strategic Planning, Marketing Communications, Direct Marketing, Product Management, Team Building, Business Strategy, New Business Development, Sales Management, Account Management, Trade Shows, Product Marketing, Market Planning
Education
Concordia University-Wisconsin
BS, Management & Communications
JJ Keller & Associates, Inc. April 2013 - Present
Associated Financial Group 2011 - February 2013
School Specialty May 2009 - December 2010
School Specialty, Inc. February 2007 - May 2009
Appleton 2002 - 2006
Appleton 1998 - 2002
Skills
Cross-functional Team..., Competitive Analysis, Management, Marketing, Sales, Marketing Strategy, Product Development, Strategic Planning, Marketing Communications, Direct Marketing, Product Management, Team Building, Business Strategy, New Business Development, Sales Management, Account Management, Trade Shows, Product Marketing, Market Planning
Education
Concordia University-Wisconsin
BS, Management & Communications
Deborah Tatge's Associated Financial Group Experience January 2005 - October 2008
Job Client Services Manager Employee Benefits
Industry Human Resources
Experience
Eide Bailly LLP June 2009 - Present
Associated Financial Group January 2005 - October 2008
W. J. Sutherland & Associates, Inc. May 1986 - October 2004
Skills
Benefits, 401k, COBRA, Employee Benefits, Hiring, Account Management, FSA's, HRA's, HSA's, Payroll, Recruiting, Management, Vendor Management, Process Improvement, Leadership, Human Resources, Health Insurance, Benefits Administration
Education
Metropolitan State University 2003 — 2008
Bachelor, Human Resource Management
Augsburg College 2002 — 2003
Human Resource Management
Normandale Community College 1993 — 2002
AAS, Business
High School
Eide Bailly LLP June 2009 - Present
Associated Financial Group January 2005 - October 2008
W. J. Sutherland & Associates, Inc. May 1986 - October 2004
Skills
Benefits, 401k, COBRA, Employee Benefits, Hiring, Account Management, FSA's, HRA's, HSA's, Payroll, Recruiting, Management, Vendor Management, Process Improvement, Leadership, Human Resources, Health Insurance, Benefits Administration
Education
Metropolitan State University 2003 — 2008
Bachelor, Human Resource Management
Augsburg College 2002 — 2003
Human Resource Management
Normandale Community College 1993 — 2002
AAS, Business
High School
Michael Habermann, ChFC®, CLU®, AIF®'s Associated Financial Group Experience August 2004 - Present
Job Retirement Plan Consultant at AFG Financial Services
Industry Financial Services
Experience
Associated Financial Group August 2004 - Present
AFG Financial Services August 2004 - Present
Ameriprise Financial June 2000 - August 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2010
AIF®
The American College 2006 — 2009
ChFC®, CLU®
University of Minnesota-Twin Cities 1998 — 2000
BA, Sociology
Normandale Community College
AA, Liberal Arts
Associated Financial Group August 2004 - Present
AFG Financial Services August 2004 - Present
Ameriprise Financial June 2000 - August 2004
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2010 — 2010
AIF®
The American College 2006 — 2009
ChFC®, CLU®
University of Minnesota-Twin Cities 1998 — 2000
BA, Sociology
Normandale Community College
AA, Liberal Arts
Sarah Weber CIC, CISR's Associated Financial Group Experience June 2004 - April 2006
Job Sr. Personal Lines Marketing Specialist, Selective Insurance
Industry Insurance
Experience
Selective Insurance April 2006 - Present
Associated Financial Group June 2004 - April 2006
Federated Insurance Company June 2001 - June 2004
Skills
Commercial Insurance, Property & Casualty..., General Insurance, Underwriting, Insurance, Field Marketing, Sales, Customer Experience, Customer Service, Direct Marketing, Lead Generation, Liability, Workers Compensation, Customer Retention
Education
Minnesota State University, Moorhead 1997 — 2001
BS, Finance, General
Selective Insurance April 2006 - Present
Associated Financial Group June 2004 - April 2006
Federated Insurance Company June 2001 - June 2004
Skills
Commercial Insurance, Property & Casualty..., General Insurance, Underwriting, Insurance, Field Marketing, Sales, Customer Experience, Customer Service, Direct Marketing, Lead Generation, Liability, Workers Compensation, Customer Retention
Education
Minnesota State University, Moorhead 1997 — 2001
BS, Finance, General
Steve Kleber's Associated Financial Group Experience October 2003 - May 2011
Job Consultant at Ansay & Associates
Industry Insurance
Experience
Ansay & Associates July 2011 - Present
Associated Financial Group October 2003 - May 2011
Blue Cross, Blue Shield, United WI Group September 1993 - September 2003
Skills
Employee Benefits..., Strategic Benefit..., Integrated Benefit and..., Group Life and..., Group Medical, Strategic Planning, New Business Development, Benefits Administration, Sales, Coaching, Customer Service, Employee Benefits, Account Management, Employee Relations, Small Business, Team Building, Healthcare, Insurance, Leadership, Business Development, Property & Casualty..., Disability Insurance, Life Insurance, Process Improvement, Training, Human Resources, Workers Compensation, Underwriting, Brokers
Education
Univ. of South Alabama 1982 — 1983
Masters of Science, Management
Carthage College 1975 — 1979
Bachlor of Arts, Education
Ansay & Associates July 2011 - Present
Associated Financial Group October 2003 - May 2011
Blue Cross, Blue Shield, United WI Group September 1993 - September 2003
Skills
Employee Benefits..., Strategic Benefit..., Integrated Benefit and..., Group Life and..., Group Medical, Strategic Planning, New Business Development, Benefits Administration, Sales, Coaching, Customer Service, Employee Benefits, Account Management, Employee Relations, Small Business, Team Building, Healthcare, Insurance, Leadership, Business Development, Property & Casualty..., Disability Insurance, Life Insurance, Process Improvement, Training, Human Resources, Workers Compensation, Underwriting, Brokers
Education
Univ. of South Alabama 1982 — 1983
Masters of Science, Management
Carthage College 1975 — 1979
Bachlor of Arts, Education
Dawn Urban's Associated Financial Group Experience December 2010 - January 2013
Job HR Business Partner at Marshfield Clinic Information Services
Industry Human Resources
Experience
Marshfield Clinic Information Services November 2013 - Present
Associated Financial Group December 2010 - January 2013
Alliance Collection Agencies October 2007 - November 2010
Ministry Health Care March 2006 - October 2007
Ministry Health Care August 2004 - March 2006
Security Health Plan December 1999 - August 2004
Skills
Employee Benefits, Human Resources, Employee Relations, Onboarding, Benefits Administration, Recruiting, HR Policies, Performance Management, Training, Employment Law, Coaching, Policy, FMLA, Deferred Compensation, Employee Training, Management, Team Building
Education
Marian College
Bachelor of Business Administration
the American Institute for Paralegal Studies, St. Norbert College
Paralegal Certificate
Human Resources Certification Institute
PHR, HRCI
Marshfield Clinic Information Services November 2013 - Present
Associated Financial Group December 2010 - January 2013
Alliance Collection Agencies October 2007 - November 2010
Ministry Health Care March 2006 - October 2007
Ministry Health Care August 2004 - March 2006
Security Health Plan December 1999 - August 2004
Skills
Employee Benefits, Human Resources, Employee Relations, Onboarding, Benefits Administration, Recruiting, HR Policies, Performance Management, Training, Employment Law, Coaching, Policy, FMLA, Deferred Compensation, Employee Training, Management, Team Building
Education
Marian College
Bachelor of Business Administration
the American Institute for Paralegal Studies, St. Norbert College
Paralegal Certificate
Human Resources Certification Institute
PHR, HRCI
Roberto Atienza's Associated Financial Group Experience 2006 - 2008
Job Pastor
Industry Religious Institutions
Experience
Filipino American Christian Church 2005 - Present
Walden University 2008 - October 2012
Associated Financial Group 2006 - 2008
Amica Mutual Insurance Co. 2004 - 2006
Skills
Writing, Outlook, Word, Microsoft Office, Public Speaking, Microsoft Word, Leadership Development, Time Management, Training, Staff Development, Higher Education, Nonprofits, Program Development, Preaching, Fundraising
Education
American Institute for CPCU and Insurance Institute of America
CPCU, INS
Northwestern College 2004 — 2008
Bachelor of Science, Ministries
Filipino American Christian Church 2005 - Present
Walden University 2008 - October 2012
Associated Financial Group 2006 - 2008
Amica Mutual Insurance Co. 2004 - 2006
Skills
Writing, Outlook, Word, Microsoft Office, Public Speaking, Microsoft Word, Leadership Development, Time Management, Training, Staff Development, Higher Education, Nonprofits, Program Development, Preaching, Fundraising
Education
American Institute for CPCU and Insurance Institute of America
CPCU, INS
Northwestern College 2004 — 2008
Bachelor of Science, Ministries
Pittman Matt's Associated Financial Group Experience April 2010 - Present
Job Vice President, Director of Employee Benefit Analytics
Industry Insurance
Experience
Associated Financial Group April 2010 - Present
Corporate Benefit Services of America August 1997 - June 2005
Skills
Employee Benefits, Life Insurance, Health Savings Accounts, Health Insurance, COBRA
Education
Concordia College 1991 — 1995
BS, Hospital/Business Administration
Associated Financial Group April 2010 - Present
Corporate Benefit Services of America August 1997 - June 2005
Skills
Employee Benefits, Life Insurance, Health Savings Accounts, Health Insurance, COBRA
Education
Concordia College 1991 — 1995
BS, Hospital/Business Administration
Christine Holcomb, CISR's Associated Financial Group Experience August 2013 - Present
Job Commercial Lines Marketer at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group August 2013 - Present
Integrated Risk Solutions, Inc. June 2006 - August 2013
Burdick Kellenberger June 2003 - June 2006
Various Companies April 1998 - June 2003
Summit Global March 1997 - April 1998
Fitzgerald Clayton James 1994 - 1997
Willis Corroon 1991 - 1994
Skills
Insurance, Property & Casualty..., Claim, Commercial Insurance, Liability, Leadership, Sales, Customer Service
Education
Milwaukee Area Technical College 1989 — 1997
Business
Associated Financial Group August 2013 - Present
Integrated Risk Solutions, Inc. June 2006 - August 2013
Burdick Kellenberger June 2003 - June 2006
Various Companies April 1998 - June 2003
Summit Global March 1997 - April 1998
Fitzgerald Clayton James 1994 - 1997
Willis Corroon 1991 - 1994
Skills
Insurance, Property & Casualty..., Claim, Commercial Insurance, Liability, Leadership, Sales, Customer Service
Education
Milwaukee Area Technical College 1989 — 1997
Business
Michael Biggar's Associated Financial Group Experience September 2009 - December 2009
Job Analyst at McLagan
Industry Management Consulting
Experience
McLagan May 2014 - Present
Wells Fargo Home Mortgage April 2012 - October 2013
Wells Fargo Home Mortgage June 2010 - April 2012
Aerotek December 2009 - June 2010
Associated Financial Group September 2009 - December 2009
Associated Financial Group April 2009 - September 2009
Northwestern College August 2008 - May 2009
Associated Financial Group May 2008 - August 2008
Associated Financial Group May 2007 - August 2007
Camp Nathanael May 2006 - August 2006
Education
Northwestern College 2005 — 2009
Bachelor of Science, Finance, 3.7/4.0
McLagan May 2014 - Present
Wells Fargo Home Mortgage April 2012 - October 2013
Wells Fargo Home Mortgage June 2010 - April 2012
Aerotek December 2009 - June 2010
Associated Financial Group September 2009 - December 2009
Associated Financial Group April 2009 - September 2009
Northwestern College August 2008 - May 2009
Associated Financial Group May 2008 - August 2008
Associated Financial Group May 2007 - August 2007
Camp Nathanael May 2006 - August 2006
Education
Northwestern College 2005 — 2009
Bachelor of Science, Finance, 3.7/4.0
Bruce Sweere's Associated Financial Group Experience August 2013 - Present
Job Business Insurance Consultant at Associated Financial Group
Industry Automotive
Experience
Associated Financial Group August 2013 - Present
Motorpro Finance September 2006 - July 2013
Mortgage Investment Lending Associates June 2003 - September 2006
Wells Fargo Home Mortgage 1998 - July 2003
Associated Home Equity Services April 1996 - October 1998
TCF Bank May 1986 - April 1996
Chrysler Credit Corporation October 1981 - April 1986
Skills
B2B, Sales, Sales Management, Loans, Credit, Business Development, New Business Development, Customer Service, Marketing, Strategic Planning, Cold Calling, Loan Origination, Management, Mortgage Lending, Insurance
Education
St. Cloud State University 1979 — 1981
Bachelors of Science, Finance
Associated Financial Group August 2013 - Present
Motorpro Finance September 2006 - July 2013
Mortgage Investment Lending Associates June 2003 - September 2006
Wells Fargo Home Mortgage 1998 - July 2003
Associated Home Equity Services April 1996 - October 1998
TCF Bank May 1986 - April 1996
Chrysler Credit Corporation October 1981 - April 1986
Skills
B2B, Sales, Sales Management, Loans, Credit, Business Development, New Business Development, Customer Service, Marketing, Strategic Planning, Cold Calling, Loan Origination, Management, Mortgage Lending, Insurance
Education
St. Cloud State University 1979 — 1981
Bachelors of Science, Finance
Shannon Daugherty's Associated Financial Group Experience 2006 - 2007
Job Student at Minnesota School of Business
Industry Medical Practice
Experience
Alternative Billing Solutions 2008 - 2009
RJF Agencies, Inc 2007 - 2008
Associated Financial Group 2006 - 2007
Victoria's 2003 - 2006
Education
Minnesota School of Business 2010 — 2011
Associates Degree, Medical Assisting
Totino Grace High School 1999 — 2003
Alternative Billing Solutions 2008 - 2009
RJF Agencies, Inc 2007 - 2008
Associated Financial Group 2006 - 2007
Victoria's 2003 - 2006
Education
Minnesota School of Business 2010 — 2011
Associates Degree, Medical Assisting
Totino Grace High School 1999 — 2003
Terri James Stang's Associated Financial Group Experience
Job VP, Director of Client Services at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group
Skills
Employee Benefits, Insurance, Benefits Administration, Health Insurance, Health Savings Accounts, Disability Insurance
Education
Concordia College 1987 — 1991
B.A, Communications, Creative Writing, Psychology
Associated Financial Group
Skills
Employee Benefits, Insurance, Benefits Administration, Health Insurance, Health Savings Accounts, Disability Insurance
Education
Concordia College 1987 — 1991
B.A, Communications, Creative Writing, Psychology
Calvin Baker's Associated Financial Group Experience February 2010 - Present
Job Insurance Risk Management Consultant
Industry Facilities Services
Experience
Associated Financial Group February 2010 - Present
Associated Financial Group February 2010 - Present
Harleysville Insurance May 2006 - January 2010
Skills
Property & Casualty..., Claim, Customer Service, Risk Management, Insurance, Policy, Commercial Insurance, Legal Liability, Financial Risk, Claims Management, Professional Liability, Liability, Workers Compensation, Casualty, Commercial Lines, Casualty Insurance, General Insurance
Education
Minnesota State University, Moorhead 1974 — 1979
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Minnesota State University, Moorhead
Bachelor's of Science and Bachelor Associate Degrees, Public Relations, Advertising, and Applied Communication & Physical Ed
Associated Financial Group February 2010 - Present
Associated Financial Group February 2010 - Present
Harleysville Insurance May 2006 - January 2010
Skills
Property & Casualty..., Claim, Customer Service, Risk Management, Insurance, Policy, Commercial Insurance, Legal Liability, Financial Risk, Claims Management, Professional Liability, Liability, Workers Compensation, Casualty, Commercial Lines, Casualty Insurance, General Insurance
Education
Minnesota State University, Moorhead 1974 — 1979
Bachelor's Degree, Human Resources Management/Personnel Administration, General
Minnesota State University, Moorhead
Bachelor's of Science and Bachelor Associate Degrees, Public Relations, Advertising, and Applied Communication & Physical Ed
Cheryl Whitlock's Associated Financial Group Experience March 2011 - Present
Job Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group March 2011 - Present
Unum August 1988 - March 2011
Matetich Insurance Agency July 1982 - June 1988
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Benefits Administration, Long-term Care, Account Management, COBRA, Health Care Reform, Critical Illness, Brokers, Underwriting, Claim, Workers Compensation, Sales, Customer Service, Strategic Planning, Leadership, Medicare, New Business Development, Property & Casualty...
Education
Hibbing Community College-A Technical and Community College 1980 — 1982
Accounting Degree, Accounting
Associated Financial Group March 2011 - Present
Unum August 1988 - March 2011
Matetich Insurance Agency July 1982 - June 1988
Skills
Health Savings Accounts, Employee Benefits, Health Insurance, Disability Insurance, Insurance, Life Insurance, Term Life Insurance, Benefits Administration, Long-term Care, Account Management, COBRA, Health Care Reform, Critical Illness, Brokers, Underwriting, Claim, Workers Compensation, Sales, Customer Service, Strategic Planning, Leadership, Medicare, New Business Development, Property & Casualty...
Education
Hibbing Community College-A Technical and Community College 1980 — 1982
Accounting Degree, Accounting
Spencer R. Koch's Associated Financial Group Experience May 2011 - June 2012
Job Commercial Lines Producer at Brown & Brown Insurance
Industry Insurance
Experience
Brown & Brown Insurance November 2014 - Present
Bite Squad LLC July 2012 - July 2014
Associated Financial Group May 2011 - June 2012
Grace/Mayer Insurance Agency, Inc. March 2009 - May 2011
Wausau Signature Agency July 2008 - March 2009
Skills
Health Insurance, Property & Casualty..., Commercial Insurance, Insurance, Underwriting
Education
Metropolitan State University 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Brown & Brown Insurance November 2014 - Present
Bite Squad LLC July 2012 - July 2014
Associated Financial Group May 2011 - June 2012
Grace/Mayer Insurance Agency, Inc. March 2009 - May 2011
Wausau Signature Agency July 2008 - March 2009
Skills
Health Insurance, Property & Casualty..., Commercial Insurance, Insurance, Underwriting
Education
Metropolitan State University 2003 — 2006
Bachelor of Science (B.S.), Finance, General
Mary Laird's Associated Financial Group Experience March 2012 - Present
Job Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group March 2012 - Present
Humana August 2002 - October 2003
Towers Perrin January 2000 - July 2002
Johnson & Higgins September 1990 - July 1995
PruCare HMO August 1989 - August 1990
Prudential Insurance August 1981 - July 1989
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Health Insurance, Benefits Design, Benefits Administration, Benefits Negotiation, Benefit Cost Analysis, COBRA, Health Care Reform, Underwriting
Education
University of California, Santa Barbara 1979 — 1981
Bachelor's degree, English Literature
Pepperdine University, The George L. Graziadio School of Business and Management
Master's degree, Business Administration and Management, General
Associated Financial Group March 2012 - Present
Humana August 2002 - October 2003
Towers Perrin January 2000 - July 2002
Johnson & Higgins September 1990 - July 1995
PruCare HMO August 1989 - August 1990
Prudential Insurance August 1981 - July 1989
Skills
Employee Benefits, Insurance, Disability Insurance, Life Insurance, Health Insurance, Benefits Design, Benefits Administration, Benefits Negotiation, Benefit Cost Analysis, COBRA, Health Care Reform, Underwriting
Education
University of California, Santa Barbara 1979 — 1981
Bachelor's degree, English Literature
Pepperdine University, The George L. Graziadio School of Business and Management
Master's degree, Business Administration and Management, General
Nancy Swerdfiger's Associated Financial Group Experience 1989 - Present
Job Business Insurance Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group 1989 - Present
Skills
Health Insurance, Property & Casualty..., Analysis, Brokers, Employee Benefits, Disability Insurance, Health Savings Accounts, Underwriting
Education
Elk River High School
North Hennepin Community College
Associate’s Degree, Sales, Distribution, and Marketing Operations, General
Associated Financial Group 1989 - Present
Skills
Health Insurance, Property & Casualty..., Analysis, Brokers, Employee Benefits, Disability Insurance, Health Savings Accounts, Underwriting
Education
Elk River High School
North Hennepin Community College
Associate’s Degree, Sales, Distribution, and Marketing Operations, General
Annette Dillon's Associated Financial Group Experience September 1999 - May 2008
Job Account Manager at M3 Insurance Solutions
Industry Insurance
Experience
M3 Insurance January 2013 - Present
Associated Financial Group September 1999 - May 2008
Zurich North America February 1992 - April 1999
Education
Cardinal Stritch University 1982 — 1985
M3 Insurance January 2013 - Present
Associated Financial Group September 1999 - May 2008
Zurich North America February 1992 - April 1999
Education
Cardinal Stritch University 1982 — 1985
Kari Harding's Associated Financial Group Experience January 2000 - May 2006
Job Business Owner, Southwest Insurance Services, Inc. of Canby and First Security Hendricks, Inc.
Industry Insurance
Experience
Southwest Insurance Services, Inc. of Canby and First Security Hendricks, Inc. Agency May 2006 - Present
Associated Financial Group January 2000 - May 2006
CNA Insurance October 1995 - January 2000
Skills
Health Insurance, Insurance, Disability Insurance, Commercial Lines, Personal Lines Auto, Homeowners, Commercial Insurance, Property & Casualty..., Licensed Property &..., Sales, Customer Service, Professional Liability, Casualty, Life Insurance
Education
St. Cloud State University 1986 — 1992
Bachelor of Arts, English Literature (British and Commonwealth)
Southwest Insurance Services, Inc. of Canby and First Security Hendricks, Inc. Agency May 2006 - Present
Associated Financial Group January 2000 - May 2006
CNA Insurance October 1995 - January 2000
Skills
Health Insurance, Insurance, Disability Insurance, Commercial Lines, Personal Lines Auto, Homeowners, Commercial Insurance, Property & Casualty..., Licensed Property &..., Sales, Customer Service, Professional Liability, Casualty, Life Insurance
Education
St. Cloud State University 1986 — 1992
Bachelor of Arts, English Literature (British and Commonwealth)