Associated Financial Group

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Associated Financial Group Employees

Employee
Years
Job
Industry
Jay Yeager Jay Yeager Greater Minneapolis-St. Paul Area Details
Jay Yeager's Associated Financial Group Experience April 2007 - December 2007
Job Manager, Technical Support at Veritas Technologies LLC
Industry Information Technology and Services
Experience
Veritas Technologies LLC  September 2015 - Present
CBIZ  January 2013 - September 2015
Payroll Control Systems  October 2010 - January 2013
Payroll Control Systems  December 2007 - October 2010
Associated Financial Group   April 2007 - December 2007
Ceridian Recruiting Solutions   October 2005 - April 2007
Ceridian  February 2005 - October 2005
Points North Consulting   February 2002 - February 2005
Saturn Systems Software Engineering  1999 - 2001

Skills
Microsoft SQL Server, Business Analysis, SQL, Customer Service, Troubleshooting, Microsoft Office, Testing, Databases, Visio, Visual Basic, Crystal Reports, Project Management, Technical Support, SharePoint, Access, Data Analysis, Requirements Gathering, HRIS, Payroll, Vendor Management, Microsoft Excel, T-SQL, Software Project..., Windows, Software Documentation, Database Design, Problem Solving, Programming, Customer Relations, Integration, HTML, Visual Studio, Business Intelligence, Team Leadership, Coaching, Process Improvement, System Administration, Software Development, Database Administration, VB.NET, IT Management, Analysis, Training, Information Technology, XML, Business Process..., CRM, VBScript, Change Management, IT Audit

Education
The College of St. Scholastica   1998 — 2001
Bachelor of Arts (B.A.), Computer Science

Kate Kelley Kate Kelley Greater Milwaukee Area Details
Kate Kelley's Associated Financial Group Experience November 2011 - Present
Job Employee Benefits Account Manager for Associated Financial Group
Industry Financial Services
Experience
Associated Financial Group   November 2011 - Present
Castle Group Health (HealthInsure.com)   January 2004 - July 2011
Arbordahl & Associates   September 2003 - December 2003
University of Notre Dame  August 2002 - May 2003
University of Notre Dame  January 2000 - May 2003
University of Notre Dame  May 2002 - September 2002
National Peace Corps Association  August 2001 - December 2001

Skills
Fundraising, Public Speaking, Marketing Strategy, Employee Benefits, Event Planning, Marketing, Leadership, Human Resources, Negotiation, Sales, Strategy, Strategic Planning, Customer Service, Health Insurance, Budgets, Training, Interviews, Management, Insurance, Team Building

Education
University of Notre Dame   1999 — 2003
B.A., Sociology, Gender Studies

Doug Pond Doug Pond Jordan, Minnesota Details
Doug Pond's Associated Financial Group Experience January 2002 - Present
Job B2B Copywriter | Editor | Content Marketing | Emarketing | Message Strategy
Industry Marketing and Advertising
Experience
Associated Financial Group   January 2002 - Present
Businesses and publications   January 1997 - Present
Wilson Learning  June 1998 - November 2001
Capstone Publishers  May 1996 - June 1998
Rockler Companies, Inc.   August 1993 - May 1996

Skills
Marketing Communications, Copywriting, Copy Editing, Feature Articles, Review Articles, Case Studies, Promotional Copy, Marketing Strategy, Online Marketing, Direct Marketing, Book Reviews, Interviewing Skills, Journalism, E-newsletter, Newsletters, Press Releases, Editing, Advertising, Marketing, Publications

Education
University of Minnesota-Twin Cities   1993 — 1996
Master of Education (MEd), English/Language Arts Teacher Education

University of Minnesota-Twin Cities   1989 — 1993
Bachelor of Arts (B.A.), English

Kyle Hansen Kyle Hansen Saint Paul, Minnesota Details
Kyle Hansen's Associated Financial Group Experience January 2014 - Present
Job Employee Benefits Consultant at Associated Financial Group
Industry Higher Education
Experience
Associated Financial Group   January 2014 - Present
Shine Window Cleaning   June 2010 - Present
St Croix Boat and Packett   August 2006 - Present
Associated Financial Group   May 2013 - December 2013
University of St. Thomas  September 2009 - December 2013
Blackwoods on the Lake   September 2009 - May 2011

Skills
Problem Solving, Interpersonal..., Microsoft Office, Analytical Skills, Easily Adaptable, Small Business, Customer Service, New Business Development, Project Management, Social Networking, Event Planning, Teamwork

Education
University of St. Thomas   2009 — 2013
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies

University of Minnesota-Duluth

Ben Osman Ben Osman Minneapolis, Minnesota Details
Ben Osman's Associated Financial Group Experience July 2015 - Present
Job Administrative Assistant at Associated Bank
Industry Human Resources
Experience
Associated Financial Group   July 2015 - Present
Residence Inn  February 2015 - June 2015
Target  September 2006 - February 2015
University of Minnesota-Morris  August 2013 - May 2014
Basri Family   June 2012 - August 2013

Skills
Written & Verbal..., Communication Skills, Leadership, Teamwork, Team Leadership, Organized self-starter, Organized Multi-tasker, Customer Service, Flexable, Time Management, Highly Dedicated, Presentations, Paperwork, Management, Sales, Critical Thinking, Team-oriented, Goal Oriented, Social Skills, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Event Planning, Microsoft Excel

Education
University of Minnesota-Morris   2009 — 2014
Bachelor of Arts (B.A.), Communication, Media & Rhetoric

University of Minnesota-Morris   2009 — 2014
Bachelor of Arts (B.A.), Communication, Media & Rhetoric

MICHAEL R. ENGELHARDT MICHAEL R. ENGELHARDT Greater Chicago Area Details
MICHAEL R. ENGELHARDT's Associated Financial Group Experience November 2011 - November 2012
Job Senior Benefits Consultant at GCG Financial
Industry Insurance
Experience
GCG Financial  February 2013 - Present
Associated Financial Group   November 2011 - November 2012
Benefitdecisions, Inc.   November 2006 - May 2010
Assurance Agency  June 2001 - November 2006

Education
University of Illinois at Urbana-Champaign   1987 — 1991
Bachelor of Arts (B.A.)

Yorkville High School

Troy Larsen, CEBS, AIF® Troy Larsen, CEBS, AIF® Greater Minneapolis-St. Paul Area Details
Troy Larsen, CEBS, AIF®'s Associated Financial Group Experience August 2011 - Present
Job Retirement Plan Consultant at Associated Financial Group
Industry Financial Services
Experience
Associated Financial Group   August 2011 - Present
Associated Financial Group   May 2007 - December 2012

Skills
Employee Benefits, Retirement Planning, Retirement, 401k, Investments, Financial Services, Series 63, Series 7, Qualified Retirement..., 403b

Education
The University of North Dakota
Bachelor of Business Administration (BBA), Management

Jennifer Sutherland Jennifer Sutherland Greater Minneapolis-St. Paul Area Details
Jennifer Sutherland's Associated Financial Group Experience July 2013 - December 2014
Job Wellness Consultant and Healthy Lifestyle Blogger at Natural Made Easy
Industry Health, Wellness and Fitness
Experience
Natural Made Easy   January 2014 - Present
Associated Financial Group   July 2013 - December 2014
Milk Specialties Company  August 2011 - July 2013
Wellness Resources  July 2010 - August 2011
Wellness Resources  April 2008 - August 2011
Snap Fitness 24/7  October 2007 - March 2011

Skills
Nutrition, Nutrition Education, Lifestyle, Medical Nutrition..., Food Supplements, Natural Health Products, Fitness, Nutritional Counseling, Team Leadership, Marketing Strategy, WordPress, Program Development, Copywriting, ACE Certified Personal..., Customer Retention, Copy Editing, Marketing Communications, Employee Wellness, HIPPA, Worksite Wellness..., Sports Nutrition, Wellness, Supplements, Management, Leadership, HIPAA, Food, Quality Assurance, Product Development, Dietetics, Yoga

Education
University of Minnesota-Twin Cities   2002 — 2007
Bachelor of Science (B.S.), Nutrition Sciences

A.J. Dordel A.J. Dordel Greater Minneapolis-St. Paul Area Details
A.J. Dordel's Associated Financial Group Experience April 2003 - April 2009
Job Financial Executive NonProfit Sector
Industry Nonprofit Organization Management
Experience
Beacon Interfaith Housing Collaborative (fka Plymouth Church Neighborhood Foundation)   January 2010 - Present
Associated Financial Group   April 2003 - April 2009
CFG Insurance Services, Inc.   February 1986 - April 2003

Education
University of Minnesota-Twin Cities   1976 — 1980
BSB, Accounting

Jon May, GBA Jon May, GBA Greater Minneapolis-St. Paul Area Details
Jon May, GBA's Associated Financial Group Experience July 2012 - Present
Job Benefits Consultant
Industry Insurance
Experience
Associated Financial Group   July 2012 - Present
State Farm Insurance  July 2011 - July 2012
Lake Region Insurance Agency   April 2010 - July 2011
Minnesota State University, Mankato  August 2008 - April 2010

Skills
Insurance, Life Insurance, Disability Insurance, Employee Benefits, Workers Compensation, Health Insurance, Risk Management, Benefits Administration, Sales, Health Savings Accounts, Leadership, Term Life Insurance, Strategic Planning

Education
University of Nebraska-Lincoln   2003 — 2008
Bacherlor of Arts, History

Hutchinson High School   1999 — 2003

Sam Romeo Sam Romeo Rochester, Minnesota Area Details
Sam Romeo's Associated Financial Group Experience June 2005 - Present
Job Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   June 2005 - Present
St. Cloud State University  2001 - 2005

Skills
Employee Benefits, Disability Insurance, Strategy, Health Savings Accounts, Benefits Administration, Insurance, Health Insurance, Sales, Strategic Planning, Life Insurance, Customer Service, Property & Casualty..., Term Life Insurance

Education
St. Cloud State University   2001 — 2005
Bachelor of Science, Marketing, Marketing

Blooming Prairie High School

Kristi Heiberger Kristi Heiberger Greater Minneapolis-St. Paul Area Details
Kristi Heiberger's Associated Financial Group Experience June 2015 - Present
Job Employee Benefits Account Executive at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   June 2015 - Present
Associated Financial Group   August 2012 - June 2015
Associated Financial Group   March 2011 - August 2012
Norwex Environment Products  April 2010 - April 2012
ING  August 2005 - March 2011
Bureau Veritas  August 2004 - August 2005
Blue Cross Blue Shield of Minnesota  May 2002 - August 2004
Housing & Apparel   January 2000 - January 2002

Skills
Brokers, Claim, Employee Benefits, Health Insurance, Insurance, Microsoft Excel, Microsoft Office 2007, Account Management, Disability Insurance, Management, Sales, Software Documentation, Training, Underwriting, Health Savings Accounts

Education
University of Minnesota-Twin Cities   2000 — 2002
Costume History - Museum Science

University of Northern Iowa   1994 — 1998
BA, Textiles & Apparel

University of Northern Iowa   1994 — 1998
B.A, Textiles and Apparel

Allen Jaeger Allen Jaeger Madison, Wisconsin Area Details
Allen Jaeger's Associated Financial Group Experience 2002 - Present
Job Senior Vice President, Senior Benefits Consultant
Industry Health, Wellness and Fitness
Experience
Associated Financial Group   2002 - Present
Dean Health System  1997 - 2002
Cottingham & Butler  1992 - 1997

Skills
Employee Benefits, Negotiation, Leadership, Underwriting, Health Insurance, Managed Care, Management, Coaching, CRM, Insurance, Disability Insurance, Benefits Administration, Employee Relations, Organizational..., Human Resources, Health Savings Accounts, Brokers, Workers Compensation, Sales, Life Insurance, COBRA, Strategic Planning

Education
IFCEBS   1992 — 1996
CEBS, Benefits

University of Iowa - Henry B. Tippie College of Business   1986 — 1990
Finance, Emphasis in Actuary

Leo High School

Mathew Trecker Mathew Trecker New Prague, Minnesota Details
Mathew Trecker's Associated Financial Group Experience February 2015 - Present
Job Accounting Specialist at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   February 2015 - Present
Ahmann-Martin (Ahmann Martin)   June 2012 - Present
Canterbury Park Holding Corp   April 2002 - November 2012

Skills
German, Microsoft Office 2007, TAM

Education
University of Minnesota Duluth   2005 — 2011
Bachelor of Arts, German Studies

Laura Pemberton Laura Pemberton Greater Minneapolis-St. Paul Area Details
Laura Pemberton's Associated Financial Group Experience May 2013 - Present
Job Business Development Analyst at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   May 2013 - Present
Mendota Insurance Company  July 2007 - April 2013
Travelers  December 1999 - July 2007
Northland Insurance Group  1995 - 1999

Skills
Underwriting, Pricing, Insurance, Product Development, Competitive Analysis, Project Implementation, Project Coordination, Profit & Loss Management, Strategic Planning, Negotiation, Staff Training, Compliance, Microsoft CRM, Business Analysis, Property & Casualty..., Presentations, User Acceptance Testing, Business Development, Vendor Management, Business Brokerage, Marketing, Sales, Program Management, Marketing Strategy, Market Research, Management

Education
University of St. Thomas   1997 — 2001
MBA, Marketing Management

University of Minnesota-Twin Cities   1988 — 1992
BA, International Relations

Kurt Amundson Kurt Amundson Greater Minneapolis-St. Paul Area Details
Kurt Amundson's Associated Financial Group Experience August 2006 - August 2009
Job Pilot: Military, Southwest
Industry Airlines/Aviation
Experience
Southwest  July 2015 - Present
MN Air National Guard  January 1990 - Present
Sun Country Airlines  January 2012 - June 2015
Trissel Graham & Toole  August 2009 - December 2010
Associated Financial Group   August 2006 - August 2009

Skills
Sales, Commercial Aviation, Aircraft, Piloting, Aircraft Maintenance, Security Clearance, Commercial Insurance, Airlines, Military Experience, Customer Service, Air Force, Aviation, Flight Safety, Flights, Military

Education
The University of North Dakota   1991 — 1995
Bachelor, Nursing

Cloquet Senior High School   1987 — 1990

Sue Swanson Sue Swanson St. Cloud, Minnesota Area Details
Sue Swanson's Associated Financial Group Experience December 2001 - January 2006
Job Manager Managed IT Service Practice Group
Industry Printing
Experience
Marco, Inc.   April 2015 - Present
Marco, Inc.   January 2013 - April 2015
Marco, Inc.   July 2011 - January 2013
Marco, Inc.   September 2010 - July 2011
Wolters Kluwer Financial Services  June 2006 - May 2010
Associated Bank  January 2006 - June 2006
Associated Financial Group   December 2001 - January 2006
Target  May 2001 - September 2001

Skills
Account Management, Salesforce.com, Email Marketing, Marketing Strategy, B2B, Marketing, Sales Process, Strategic Planning, Lead Generation, Direct Marketing, Social Media Marketing, Project Management, Project Planning, Budget Process, Building Relationships, Business Strategy, Team Leadership, Cross-functional Team..., Contractual Agreements, Staff Development, Managed Print Services, Managed Services, Service Implementation, Client Relations Skills, Customer Profitability, Strategic Partnerships, Cold Calling, Selling, Sales Presentations

Education
St. Cloud State University   1997 — 2002
Bachelor of Science, Marketing

Glenwood City High   1993 — 1997

Tony Gager Tony Gager Saint Paul, Minnesota Details
Tony Gager's Associated Financial Group Experience June 2013 - August 2013
Job IT Associate at Wells Fargo
Industry
Experience
Wells Fargo  May 2015 - Present
Travelers  June 2014 - August 2014
Associated Financial Group   June 2013 - August 2013

Education
University of Minnesota - Carlson School of Management   2011 — 2015
BSB, Accounting and Management Information Systems

Cretin Derham Hall High School   2007 — 2011

Adithya Balaji Adithya Balaji Saint Paul, Minnesota Details
Adithya Balaji's Associated Financial Group Experience June 2015 - Present
Job Business Development Intern at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   June 2015 - Present
All Star Fundraising   June 2014 - August 2015
Off The Hill Designs   February 2013 - June 2015
Eastview High School Debate   September 2012 - December 2013

Skills
Public Speaking, Leadership, Stock Trading, Entrepreneurship, Teamwork, Customer Service, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Small Business, Brand Development, Social Networking, Communication, Data Analysis

Education
St. Olaf College   2012 — 2016
Bachelor of Arts (B.A.), Economics, Psychology, Management Studies Concentration

Eastview High School

Cody Buckalew Cody Buckalew Minneapolis, Minnesota Details
Cody Buckalew's Associated Financial Group Experience April 2014 - Present
Job Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   April 2014 - Present
UnitedHealthcare  October 2011 - Present
Freelance  January 2004 - July 2010
Forum Communications  May 2006 - March 2009
Republican Eagle   May 2006 - March 2009
Minnesota Daily  May 2005 - May 2006

Skills
Photography, Photoshop, InDesign, Dreamweaver, Photo Mechanic, PowerPoint, Sports, Microsoft Word, Adobe Acrobat, Microsoft Excel, Portraits, Features, Ap Style, Newspaper, Journalism, Newspapers, AP Style, Photos, Portrait Photography, Claims Resolution, Customer Service, Health Savings Accounts, Health Insurance, Flexible Spending..., Employee Benefits, Client Retention..., Employee Wellness..., Editorial, Social Media, Editing

Education
University of Minnesota   2001 — 2005
B.A. Journalism, B.A. Arts, Journalism, Art

University of Minnesota-Twin Cities   2001 — 2005
Bachelor's Degree, Art and Journalism

Brock Buckellew Brock Buckellew Greater Minneapolis-St. Paul Area Details
Brock Buckellew's Associated Financial Group Experience 2014 - Present
Job Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   2014 - Present
Life Time - The Healthy Way of Life Company  August 2013 - September 2014
Life Time - The Healthy Way of Life Company  August 2013 - September 2014
University of North Dakota  May 2013 - July 2013
Choice Health & Fitness   May 2013 - July 2013
University of North Dakota  August 2012 - May 2013
Meadows Golf Course  June 2006 - June 2012
University of North Dakota  January 2012 - May 2012

Skills
Fitness, Higher Education, Social Media, Microsoft Office, Coaching, SPSS, Fitness Training, Social Networking, Customer Service, Dartfish, Goal Setting, Group Health Insurance, Health Care Reform..., Group Dental Insurance, Group Disability..., Group Life Insurance, HSA's/HRA's/Flex Plans, Employee Wellness..., HR Consulting, Sales, Public Speaking, Employee Benefits, Event Planning, Leadership, Time Management, Management

Education
The University of North Dakota   2011 — 2015
Master of Science (MS), Kinesiology

The University of North Dakota   2008 — 2011
Bachelor of Science (BS), Physical Education, Exercise Science, and Wellness

Moorhead High School

Amy Cote' Amy Cote' Greater Milwaukee Area Details
Amy Cote''s Associated Financial Group Experience January 2008 - August 2008
Job Fire Protection Account Executive
Industry Facilities Services
Experience
Communications Engineering Company (CEC)   August 2008 - Present
Associated Financial Group   January 2008 - August 2008

Skills
Sales, Customer Service, Business Development, Security, Project Management, Fire Alarm, Management, Life Safety, Consulting, Account Management, Contract Negotiation, Fire Protection, Facilities Management, Access Control, Strategic Planning, Negotiation, Team Building, Contract Management, Supervisory Skills, Healthcare, Operations Management, Marketing Strategy, Sales Process, Software Documentation, Microsoft Word, Sales Management, Solution Selling, Cold Calling, Leadership, Training, Sales Presentations, Process Improvement, Sales Operations, B2B, Budgets, Selling, CRM, Telecommunications, Direct Sales, Marketing, Networking, Salesforce.com, Project Planning, Alarm Systems, CCTV, Social Media Marketing

Education
St. Norbert College   2004 — 2008
Business Administration, Business

Brad Frane CLU, CHFC Brad Frane CLU, CHFC Greater Minneapolis-St. Paul Area Details
Brad Frane CLU, CHFC's Associated Financial Group Experience January 2012 - January 2013
Job General Agent at Midwest Secure Retirement
Industry Financial Services
Experience
Midwest Secure Retirement   June 2014 - Present
Great Plains Agency, Genworth Financial   March 2013 - June 2014
Associated Financial Group   January 2012 - January 2013
Financial Concepts Inc. of the Twin Cities   January 2008 - August 2010
American Financial Marketing  2004 - 2007
Allianz Life Insurance Company  2000 - 2004
Prudential Financial  1989 - 2000

Education
University of Minnesota - Carlson School of Management   1979 — 1983
Bachelor of Science, Finance and Economics

Harry Bortel Harry Bortel Green Bay, Wisconsin Area Details
Harry Bortel's Associated Financial Group Experience February 2009 - Present
Job Benefit Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   February 2009 - Present
Anthem BCBS  April 2004 - December 2008
Claim Management Services Inc.   April 1996 - April 2003

Skills
Employee Benefits, Health Insurance, Health Savings Accounts, COBRA, Brokers, Managed Care, Underwriting, Insurance, Life Insurance, Cafeteria Plans, Healthcare, Term Life Insurance, Claim, Health Care Reform, Long-term Care, Medicare, Disability Insurance, Benefits Administration, Customer Oriented, Long-term Customer...

Education
University of Iowa   1975 — 1978
BBA, Accounting

DWS
Accounting and Business/Management

Justin Uhrich Justin Uhrich Greater Minneapolis-St. Paul Area Details
Justin Uhrich's Associated Financial Group Experience 2008 - May 2011
Job Employee Benefits Consultant / Insurance / HR / Wellness
Industry Insurance
Experience
Marsh & McLennan Agency  April 2012 - Present
Share Our Strength  November 2012 - November 2013
Best Buy  May 2011 - April 2012
Associated Financial Group   2008 - May 2011

Skills
Strategic Planning, Health Care Reform, Benchmarking, Wellness, Employee Benefits, Health Insurance, Benefits Administration, Sales, Leadership, Disability Insurance, Coaching, Risk Management, Insurance, Healthcare, Personnel Management, Workers Compensation, Program Management, Management

Education
Saint Cloud State University - G.R. Herberger College of Business
B.S, Economics

Gregg Bott, JD Gregg Bott, JD Stevens Point, Wisconsin Details
Gregg Bott, JD's Associated Financial Group Experience August 2005 - December 2011
Job Associate Counsel at Sentry Insurance
Industry Insurance
Experience
Sentry Insurance  December 2011 - Present
Associated Financial Group   August 2005 - December 2011
DiRenzo & Bomier, LLC   July 2003 - July 2005
Wisconsin Supreme Court  September 2002 - December 2002
Greenspoon Marder, P.A.   June 2002 - August 2002
Wisconsin Department of Justice  January 2002 - May 2002

Skills
Employee Benefits, Employment Law, Insurance, Commercial Litigation, Civil Litigation, Mergers, Appeals, Bankruptcy, Corporate Law, ERISA, Health Insurance, Legal Compliance, Hearings, Legal Research, Legal Writing, Litigation, Privacy Law, Training, Strategic Planning, Workers Compensation, Trials, Mergers & Acquisitions

Education
University of Wisconsin Law School   2000 — 2003

University of Miami   1998 — 2000
B.A., English Literature

Sarah McCarty Sarah McCarty Greater Minneapolis-St. Paul Area Details
Sarah McCarty's Associated Financial Group Experience August 2011 - Present
Job Senior Vice President, Director of Business Development and Sales Training at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   August 2011 - Present
Associated Financial Group   May 2004 - August 2011
Northern Capital Life & Health   September 1998 - May 2004
Vaaler Insurance  July 1996 - September 1998

Skills
Employee Benefits, Health Insurance, Insurance, Disability Insurance, Underwriting, Sales Management, Miller Heiman Sales..., Sales Administration, Sales Analysis, Coaching, Benefits Administration, Business Development, Health Savings Accounts, Training, Relationship Management, Sales Presentations, Management, Sales Process, Executive Management, New Business Development, Strategic Planning, Life Insurance, Customer Retention, Health Care Reform, Leadership, Sales, Account Management, CRM

Education
St. Cloud State University   1993 — 1996

Andrea Samuelson, PHR, CPP Andrea Samuelson, PHR, CPP Greater Minneapolis-St. Paul Area Details
Andrea Samuelson, PHR, CPP's Associated Financial Group Experience July 2006 - February 2007
Job
Industry Human Resources
Experience
Fluid Interiors  April 2012 - Present
Robin Drug Corporation   February 2010 - May 2012
Prevolv  March 2009 - February 2010
Walsh Bishop Associates, Inc.   October 1999 - January 2009
Associated Financial Group   July 2006 - February 2007

Education
University of Minnesota-Twin Cities
B.A.

University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)

Serena Bateman Serena Bateman Greater Minneapolis-St. Paul Area Details
Serena Bateman's Associated Financial Group Experience May 2006 - December 2012
Job AVP, Arch Advantage, Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group  November 2012 - Present
Associated Financial Group   May 2006 - December 2012
Associated Financial Group   May 2000 - May 2006

Skills
Commercial Lines, Property & Casualty..., General Insurance, Commercial Insurance, Insurance, Customer Service, Brokers, Customer Relations, Microsoft Office, Strategic Planning, Team Leadership, Account Management, Marketing, Leadership, Management, Employee Benefits, Risk Management, Workers Compensation

Education
University of Minnesota-Duluth   1996 — 2000
Bachelor's degree, Business Administration and Management, General

Crosby HS

Bret McKitrick Bret McKitrick Greater Milwaukee Area Details
Bret McKitrick's Associated Financial Group Experience January 2012 - Present
Job Vice President | HR Consultant at Associated Financial Group
Industry Human Resources
Experience
Associated Financial Group   January 2012 - Present
Operation Dream   May 2011 - Present
Simandl & Prentice, S.C./Jackson Lewis LLP   January 2007 - January 2012
SASI  December 2003 - January 2007
Fox Rothschild LLP  2002 - 2003

Skills
Benefits Plan Design, Conference Speaking, Employment Law Advice, Training & Development, Employment Law, Employee Benefits, ERISA, Insurance, COBRA, Disability Insurance, Training, Deferred Compensation, Leadership

Education
University of Pittsburgh School of Law   1997 — 2000
J.D., Law

University of Kentucky   1993 — 1997
B.S., Economics

Mickey Webb Mickey Webb Greater Minneapolis-St. Paul Area Details
Mickey Webb's Associated Financial Group Experience December 2014 - Present
Job Director of Strategy for Private Client & Institutional Services/COO for AFG at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   December 2014 - Present
Associated Financial Group   May 1997 - Present
Associated Financial Group   May 1997 - Present

Skills
Regional Leader for..., Underwriting, Risk Management, Health Insurance, Strategic Planning, Insurance, Employee Benefits, Property & Casualty..., Workers Compensation, Leadership, Vendor Management, Process Improvement, Sales, Benefits Administration, Brokers, Disability Insurance, Management, Strategy

Education
University of Minnesota Duluth   1989 — 1991
B.S., Accounting

Nicole Youngstrom Nicole Youngstrom Charlotte, North Carolina Area Details
Nicole Youngstrom's Associated Financial Group Experience 2002 - 2007
Job Vice President, Employee Relations Manager at Bank of America
Industry Financial Services
Experience
Bank of America  February 2015 - Present
Bank of America  March 2010 - January 2015
Associated Banc-Corp  2005 - 2007
Associated Financial Group   2002 - 2007
Associated Bank  2000 - 2007

Education
St. Norbert College

John G. Schanilec, CPCU John G. Schanilec, CPCU Greater Minneapolis-St. Paul Area Details
John G. Schanilec, CPCU's Associated Financial Group Experience May 2013 - Present
Job Commercial Account Manager at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   May 2013 - Present
Dolliff Insurance   September 2011 - May 2013
Awes Agency, Inc.   October 2004 - September 2011

Skills
Negotiation, Account Management, Project Management, Microsoft Excel, Microsoft Office, Insurance, Microsoft Word, Property & Casualty..., Marketing

Education
The University of North Dakota   1993 — 1998
BA, Business Administration, Finance

The University of North Dakota

Amundson Kurt Amundson Kurt Greater Minneapolis-St. Paul Area Details
Amundson Kurt's Associated Financial Group Experience 2006 - 2009
Job Business Insurance Consultant
Industry Insurance
Experience
Trissel Graham & Toole  2009 - Present
MN Air National Guard  1990 - Present
Associated Financial Group   2006 - 2009

Education
The University of North Dakota   1991 — 1995
BSN, Bachelor of Science in Nursing

Scott Benjamin Scott Benjamin Greater Minneapolis-St. Paul Area Details
Scott Benjamin's Associated Financial Group Experience 1989 - 2007
Job Client Executive at AhmannMartin
Industry Insurance
Experience
Ahmann-Martin (Ahmann Martin)   August 2007 - Present
Associated Financial Group   1989 - 2007

Skills
Property & Casualty..., Insurance, Workers Compensation, Employee Benefits, Professional Liability, Liability, Casualty, Umbrella Insurance, Commercial Insurance, Sales, Claim, Underwriting, General Insurance, Commercial Lines, Brokers, Term Life Insurance, Customer Service, Account Management, Benefits Administration, D&O, Claims Management, Legal Liability

Education
University of Minnesota-Twin Cities   1972 — 1976
BS, Agriculture, Horticulture

Ryan Brellenthin Ryan Brellenthin Greater Minneapolis-St. Paul Area Details
Ryan Brellenthin's Associated Financial Group Experience 2002 - 2006
Job President at Waypoint Insurance Advisors
Industry Insurance
Experience
Waypoint Insurance Advisors   May 2008 - Present
Stanton Group  2006 - 2008
Associated Financial Group   2002 - 2006

Skills
Risk Management, Strategic Leadership, Cold Calling, Middle Market, Cost Reduction, Streamlining Operations, Property & Casualty..., Casualty, Insurance, Legal Liability, Workers Compensation, Sales Management, General Insurance, Professional Liability, Underwriting, Property, Commercial Lines, Commercial Insurance, Liability, Customer Service, Spend Management, Employment Practices..., Leadership, Life Insurance, Casualty Insurance, Health Insurance, Umbrella Insurance, Brokers

Education
University of Minnesota Duluth   1998 — 2002
Bachelor’s Degree, Marketing & Communications

Wayzata High School   1996 — 1998
High School

Julie Haney Julie Haney Greater Minneapolis-St. Paul Area Details
Julie Haney's Associated Financial Group Experience October 2014 - Present
Job Employee Benefits Senior Account Manager
Industry Insurance
Experience
Associated Financial Group   October 2014 - Present
Assurant Employee Benefits  September 1990 - October 2014
Target  September 2007 - September 2013
Assurant Employee Benefits  September 1991 - June 2001

Skills
General Insurance, Underwriting, Health Insurance, Claim, Claims Management, Life Insurance, Brokers, Reinsurance, Disability Insurance, Term Life Insurance, Insurance, COBRA

Education
University of Minnesota-Twin Cities   1979 — 1981

UW River Falls   1978 — 1979

Jennifer Sullivan, CIC, AAI, ARM Jennifer Sullivan, CIC, AAI, ARM Greater Minneapolis-St. Paul Area Details
Jennifer Sullivan, CIC, AAI, ARM's Associated Financial Group Experience July 2006 - March 2012
Job Senior Client Manager/Assistant Vice President at Willis
Industry Insurance
Experience
Willis  February 2015 - Present
Wells Fargo Insurance Services  March 2012 - January 2015
Associated Financial Group   July 2006 - March 2012
Associated Financial Group   December 2006 - July 2010
RTW  March 2003 - December 2006
RTW, Inc.   September 2000 - February 2003
RTW, Inc.   June 1997 - September 2000
Delta Parts   January 1996 - June 1997
Berkley Risk   June 1995 - January 1996

Skills
Insurance, Underwriting, Property & Casualty..., Training

Education
University of Minnesota Duluth   1990 — 1994
BA, Communication; Accounting

Beth Luther Beth Luther Greater Minneapolis-St. Paul Area Details
Beth Luther's Associated Financial Group Experience May 2008 - September 2009
Job Project Manager at CenturyLink
Industry Information Technology and Services
Experience
CenturyLink  May 2014 - Present
TDS Metrocom  April 2012 - April 2014
CenturyLink (formerly Qwest Communications)   January 2010 - March 2012
Associated Financial Group   May 2008 - September 2009
Administaff  May 2005 - January 2008
Ideacom Mid-America  November 2001 - May 2005
McLeodUSA  September 1998 - May 2001
Matrix Communications  September 1997 - September 1998
Beth Luther & Associates   June 1996 - September 1997
AT&T Wireless, formerly Cellular One   January 1988 - June 1996

Skills
Account Management, New Business Development, CRM, Managed Services, Sales Process, Key Account Management, Selling, Sales Operations, Analysis, Salesforce.com, Customer Retention, Strategic Planning, Direct Sales, Project Management, Unified Communications, Solution Selling, Customer Service, Management, VoIP, Negotiation, Sales Management, Sales, Cold Calling, Telecommunications, Marketing, Networking, Sales Presentations, SaaS, B2B, Cloud Computing, Call Centers, Co-location, Strategic Partnerships, IP, Lead Generation

Education
University of Minnesota-Twin Cities
Business

Lake Superior College
Legal Assistant, Legal Assistant

Jon Heidorn Jon Heidorn Greater Minneapolis-St. Paul Area Details
Jon Heidorn's Associated Financial Group Experience 1988 - Present
Job SVP, CEBS, Benefits Consultant at Associated Financial Group
Industry Insurance
Experience
Associated Financial Group   1988 - Present

Education
University of Minnesota-Twin Cities   1977 — 1982
BS, Economics

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