Berger Financial Group
Address: 1695 US-169, Plymouth, MN 55441 Hours: Closed ⋅ Opens 8AM Tue Monday8AM–4PMTuesday8AM–4PMWednesday8AM–4PMThursday8AM–4PMFriday8AM–4PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (763) 746-2666 Appointments: bergerfinancialgroup.comCategory: : : : : Place name: Website: : : Website: http://www.bergerfinancialgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Mondays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Berger Financial Group Posting publicly on the Web Write a review Reviews Be the first to review From Berger Financial Group "Team of credentialed financial professionals collaborating to make your financial dreams a reality. Family owned and operated locally in Plymouth, MN since 1981, we're your hometown team. Whether you're just starting to save or looking to finally...More "Team of credentialed financial professionals collaborating to make your financial dreams a reality. Family owned and operated locally in Plymouth, MN since 1981, we're your hometown team. Whether you're just starting to save or looking to finally retire from the 9-5 we can help. Our fiduciary financial planners are ready to work with you today!" Latest PostsPosts from Berger Financial Group View previous posts on Google
Berger Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Berger Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Berger Financial Group Employees
The Design Box Interior Design, LLC January 2010 - Present
Glossy Design December 2007 - Present
ICON Advisers, Inc. July 2006 - December 2007
Jackson National Life May 2003 - June 2006
Berger Financial Group November 1999 - April 2003
ALPS Fund Services, Inc. July 1993 - November 1999
Skills
Interior Design, Space-planning, Graphic Design, Furniture, Art, Creative Direction, Marketing Strategy, Lighting Design, Space planning, Graphics, Sketching, Commercial Design, Layout, Rendering, Brochures, Window Treatments, Advertising, Drawing, Concept Design, Floor Plans, FF&E, Interior Architecture, Furnishings, Finish, Draperies, Kitchen & Bath Design, Color Schemes, Elevations, Finish Selections, Retail Design, Universal Design, Window Coverings, Custom Furniture, Hand Drafting, Residential Design, Accessorizing, 20/20 Design, Blinds, Bedding, Home Accessories, Concept Development, Fabric Selection, Upholstery, Area Rugs, Home Staging, Design Research, Cabinetry, Architectural Drawings, SketchUp, Aging in Place
Education
Arapahoe Community College
Associate of Applied Science, Interior Design
Colorado State University
Bachelor of Science, Textiles and Clothing, Merchandising
DoubleLine Group LP May 2014 - Present
PNC Capital Advisors (formerly Allegiant Asset Management) 2008 - May 2014
BNY Asset Management 2005 - 2008
Gabelli Asset Management August 2003 - September 2005
Berger Financial Group 1998 - 2003
Transamerica Retirement Services 1996 - 1998
CL Capital Management 1990 - 1995
Merrill Lynch 1982 - 1990
Skills
Asset Management, Investments, New Business Development, Institutional, Pensions, Alternative Investments, Hedge Funds, Mutual Funds, Equities, Asset Allocation, Fixed Income, Structured Products, Asset Managment, Capital Markets, Portfolio Management, Finance, Investment Management, Institutional..., Mergers & Acquisitions, Series 7, Strategy, Securities, ETFs, Investment Advisory
Education
Auburn University 1980 — 1982
BS, Finance
University of Nebraska-Lincoln 1977 — 1980
Business Administration
Blue Water Capital Mgmt April 2007 - Present
Portfolio Consulting Group, Inc. 2003 - 2007
Berger Financial Group 1996 - 2003
Palmeri Fund Administrators 1991 - 1996
Skills
Asset Management, Investments, Portfolio Management, Accounting, Operations Management, Financial Reporting, SEC filings, GIPS Compliance, Mutual Funds, Investment Management, Finance, Fund Accounting, Asset Allocation, Management, Financial Analysis, Financial Services, Strategic Planning, Equities, Alternative Investments, Securities, Financial Planning, Funding, Wealth Management
Education
Rochester Institute of Technology 1985 — 1990
BS Finance, Finance
Williamsville East HS 1981 — 1985
TeleTech July 2014 - Present
First Data Corporation August 2006 - May 2014
Transamerica Investment Management January 2003 - August 2006
Berger Financial Group April 2001 - October 2002
Weber Shandwick August 2000 - April 2001
INVESCO Funds Group January 1997 - August 2000
Skills
Crisis Communications, Internal Communications, Corporate Communications, Communication Training, Press Releases, Message Development, Strategic Communications, Media Relations, Marketing Communications, Blogging, Public Relations, Newsletters, Social Media, Crisis Management, Integrated Marketing, Speech Writing, Copywriting, Editing, Web Content, Reputation Management, Event Planning, Content Development, Email Marketing, Brand Development, Social Networking, Content Management, Social Media Marketing, B2B Marketing, Publicity, Copy Editing, Thought Leadership, Messaging, Advertising, Corporate Branding, Content Strategy, Event Management, Digital Marketing, Web Content Management, Journalism, Online Marketing, Proofreading, Facebook, Community Development
Education
Colorado State University
M.S., Technical Communication
University at Buffalo
B.A., Media Study
Northern Lights Capital Group and Treasury Group Limited May 2010 - Present
Echelon Capital Group September 2007 - May 2010
Janus Capital Group 2002 - 2007
Berger Financial Group 1998 - 2002
US Army 1995 - 2000
Skills
Asset Management, Strategic Planning, Leadership Development, New Business Development, Sales Management, Business Strategy, Private Equity, Business Planning, Marketing Strategy, Series 7, Alternative Investments, Investment Management, Institutional Investors, Institutional Sales, Asset Managment, Investments, Hedge Funds, Leadership, Portfolio Management, Risk Management, Mergers & Acquisitions, Mutual Funds, Management, Asset Allocation, Equities
Education
United States Military Academy at West Point 1991 — 1995
BS, Engineering
University of Pennsylvania - The Wharton School 2004 — 2004
Marketing and Investment Management Program
Granite Companies September 2004 - Present
Berger Financial Group May 2000 - April 2003
Skills
Project Management, Troubleshooting, Strategic Planning, Risk Mitigation, Project Finance, Logistics, Construction Management, Construction Loans, P&L Management, Operations Management, Project Planning, Change Management, Construction, Budgets, Vendor Management, Risk Management, Management, Customer Service, Microsoft Office, Team Building, Negotiation, Real Estate, Residential Homes, Loans, Finance
Education
Colorado State University 1994 — 1999
Business Administration and Management, General
Colorado State University 1994 — 1999
Business Administration and Management, General
TEKsystems August 2014 - Present
Charles Schwab June 2012 - March 2014
Matrix Financial Solutions January 2007 - June 2012
CoBank July 2003 - December 2006
Berger Financial Group July 2001 - June 2003
TEKsystems September 1998 - June 2001
Skills
SDLC, Business Requirements, Business Analysis, Integration, Tableau, Report Development, Omniture Analytics, Business Intelligence, ETL, SharePoint, Business Process, Microsoft SQL Server, Data Transformation, Project Management, Software Project..., Crystal Reports, SQL, SQL Server 2000-2008, Stored Procedures, Databases, Analysis, Data Analysis, Requirements Gathering, Requirements Analysis, XML, CRM, Systems Analysis, Vendor Management, Process Improvement, User Acceptance Testing, Software Documentation, T-SQL, Visio, Data Warehousing, Software Development
Education
Regis University 2000 — 2004
Bachelor of Science, Computer Infomation Systems
Colorado State University 1991 — 1996
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems
Green Mountain High School
AssetMark July 2015 - Present
Four26 Partners LLC January 2013 - Present
Curian Capital November 2002 - December 2012
Berger Financial Group September 2001 - October 2002
Charles Schwab March 2000 - June 2001
Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups
Education
University of Colorado Denver
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver
Bachelor of Science (B.S.), Management
Janus Capital Group 2002 - 2012
Berger Financial Group 1998 - 2002
Charles Schwab 1995 - 1998
Smith Barney 1994 - 1995
The Ritz-Carlton Hotel Company 1989 - 1994
Skills
Mutual Funds, Asset Management, Series 7, Investments, Alternative Investments, Asset Allocation, Series 63, Equities, Wealth Management, Fixed Income, ETFs, CEF, Offshore Investments, Institutional Sales, RIAs, Broker-Dealer, National Accounts, Home Offices, Series 24, Separately Managed..., UMA, Insurance, Insurance Brokerage, Family Office
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Science, Political Science
Williston-Northampton School 1980 — 1984
High School
Sentinel Investments April 2010 - Present
American Beacon Advisors, Inc. April 2009 - April 2010
Transamerica Investment Management July 2004 - October 2008
Berger Financial Group February 1998 - October 2002
Skills
Series 63, Mutual Funds, Wealth Management, Asset Managment, Retirement, Retirement Planning, Asset Management, Financial Services, Investments, Investment Management, Securities, Asset Allocation, Series 7, Sales, Investment Strategies, 401k, Investment Advisory
Education
Rensselaer Polytechnic Institute at Hartford 1989 — 1993
MBA
Boston College 1984 — 1988
BA, Economics
Fresh Start Group, LLC 2012 - Present
Keller Williams Realty, Inc. 2012 - Present
DST Systems December 2003 - December 2011
Berger Financial Group March 2001 - December 2002
Charles Schwab November 2000 - March 2001
DST Systems March 1998 - November 2000
Skills
Financial Services, Mutual Funds, Business Analysis, Real Estate, Investment Properties, Sales, Reality, Buyer Representation, Short Sales, Customer Service, First Time Home Buyers, First Time Home Sellers, Process Improvement, Project Management, Requirements Analysis, Business Process..., Requirements Gathering, Strategic Planning, Team Building, Visio, Sellers, Real Estate Transactions, Investments, Property, Residential Homes, Buyers, Negotiation, Entrepreneurship, Training, Strategy, Finance, Management, Foreclosures, Investors, FHA, Relocation, HUD, REO, Referrals, Brokerage, Real Property, Single Family Homes
Education
University of Missouri-Kansas City 1997 — 1997
BA, Psychology
University of Nebraska-Lincoln 1996 — 1996
Psychology
University of Kansas 1995 — 1996
Psychology
University of Missouri-Kansas City 1994 — 1994
Bachelor of Arts (BA), Psychology
Missouri State University 1991 — 1994
Wells Fargo April 2012 - Present
Wells Fargo October 2011 - April 2012
FairPoint Communications February 2011 - September 2011
Compass Group North America February 2008 - January 2011
Pulte Homes/Pulte Mortgage February 2004 - October 2007
Berger Financial Group August 2000 - November 2002
Janus Funds May 1999 - August 2000
Skills
Coaching Staff, Instructional Design, Technical Writing, Technical Training, SharePoint, Large Group Facilitation, Software Training, Training & Development, E-learning Development, Needs Analysis, Supervising Staff, Blended Learning, Distance Learning, RoboHelp, Captivate, Articulate, Lectora, Camtasia, Learning Management, Adobe Acrobat, SnagIt, HTML + CSS, Dreamweaver, Microsoft Office, ADDIE, SCORM, AICC, WBT, Information Mapping, Online Help Development, Adobe Creative Suite, Curriculum Development, Curriculum Design, Content Development, Adult Education, Web Design, PowerPoint, Educational Technology, Instructional Technology, Instructor-led Training, Flash
Education
Metropolitan State University of Denver 1986 — 1988
BA, English Education
Belleville Township HS East 1978 — 1982
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
361 Capital January 2012 - Present
ICON Advisers October 2004 - December 2011
Berger Financial Group November 1999 - April 2003
Janus Capital Group April 1998 - November 1999
OppenheimerFunds August 1997 - April 1998
Education
University of Louisville 1990 — 1994
BA, Communication
Rebecca VA October 2012 - Present
Love146 Denver Taskforce 2009 - 2013
Six Apart December 2005 - March 2006
Berger Financial Group March 2001 - April 2003
Janus Capital Group May 2000 - February 2001
Skills
Art, Blogging, CSS, WordPress, Training, Research, Technical Support, Web Design, Social Networking, Adobe Creative Suite, Graphic Design, Social Media, Photoshop, Photography, Digital Photography, HTML, MovableType, Blogger, Typepad, Tumblr, Paypal Integration, E-junkie, MailChimp, Animoto, Dropbox, Google Apps, Facebook, Twitter, Pinterest, Editing
Education
University of Colorado Denver 2007 — 2009
Bachelors, Art History
Arapahoe Community College 2004 — 2007
Associate of Arts, Art History