Berthel Fisher & Company Financial Services, Inc.
Description
Founded: 1974 Subsidiaries: Securities Management and Research, Inc.,
Berthel Fisher & Company Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Berthel Fisher & Company Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Berthel Fisher & Company Financial Services, Inc. Employees
Employee
Years
Job
Industry
Ryan Nielsen Ryan Nielsen's Berthel Fisher & Company Financial Services, Inc. Experience September 2013 - September 2014
Job OSJ Branch Manager at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. September 2014 - Present
Berthel Fisher & Company Financial Services, Inc. September 2013 - September 2014
Merritt Research Service LLC January 2013 - July 2013
Two Rivers Bank & Trust Company August 2011 - September 2012
MassMutual Financial Group June 2009 - August 2011
AEGON Americas January 2009 - May 2009
Education
University of Iowa 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Transamerica Financial Advisors, Inc. September 2014 - Present
Berthel Fisher & Company Financial Services, Inc. September 2013 - September 2014
Merritt Research Service LLC January 2013 - July 2013
Two Rivers Bank & Trust Company August 2011 - September 2012
MassMutual Financial Group June 2009 - August 2011
AEGON Americas January 2009 - May 2009
Education
University of Iowa 2004 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Randi Mills Randi Mills's Berthel Fisher & Company Financial Services, Inc. Experience December 2007 - August 2008
Job Operations Supervisor at Foothill Securities, Inc.
Industry Financial Services
Experience
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Loring Ward March 2015 - Present
Foothill Securities, Inc. September 2008 - March 2015
Berthel Fisher & Company Financial Services, Inc. December 2007 - August 2008
Kelmoore Investment Company May 1999 - November 2007
Skills
Customer Service, Series 7, Series 24, Series 63, Financial Services, Mutual Funds, Investments, Investment Advisory...
Education
University of California, Davis 1993 — 1998
Bachelor of Arts (BA), Economics
Andy Christofferson Andy Christofferson's Berthel Fisher & Company Financial Services, Inc. Experience May 2013 - Present
Job Senior Vice President
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. May 2013 - Present
Securities Managment & Research September 2012 - Present
Securian Advisors MidAmerica January 2009 - September 2012
LIFG 1999 - 2008
Skills
Series 7, Retirement, Wealth Management, Strategic Financial..., Wealth Accumulation, 401k Rollovers, Alternative Investments, Financial Modeling, Insurance, Finance, Asset Management, 401k, Financial Advisory, Securities, Series 6
Education
University of Northern Iowa 1995 — 1999
B.A., Finance
Berthel Fisher & Company Financial Services, Inc. May 2013 - Present
Securities Managment & Research September 2012 - Present
Securian Advisors MidAmerica January 2009 - September 2012
LIFG 1999 - 2008
Skills
Series 7, Retirement, Wealth Management, Strategic Financial..., Wealth Accumulation, 401k Rollovers, Alternative Investments, Financial Modeling, Insurance, Finance, Asset Management, 401k, Financial Advisory, Securities, Series 6
Education
University of Northern Iowa 1995 — 1999
B.A., Finance
Genevieve Sisco Genevieve Sisco's Berthel Fisher & Company Financial Services, Inc. Experience January 2007 - December 2007
Job Senior Vice President, Recruiting at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
SagePoint Financial February 2014 - Present
SagePoint Financial October 2008 - February 2014
ING Advisors Network December 2007 - October 2008
Berthel Fisher & Company Financial Services, Inc. January 2007 - December 2007
Cambridge Investment Research 2004 - 2006
Skills
Securities, Mutual Funds, Recruiting, Financial Services, Customer Service, Building Relationships, Marketing, Public Speaking, Business Development
Education
Humboldt State University 2003 — 2004
Secondary Education Credential, History
Humboldt State University 2000 — 2004
Bachelor's degree, History
Jessica Erdman Jessica Erdman's Berthel Fisher & Company Financial Services, Inc. Experience October 2009 - November 2012
Job HR Director at Car Wash Company
Industry Human Resources
Experience
Car Wash Company April 2015 - Present
Transamerica November 2012 - June 2013
Berthel Fisher & Company Financial Services, Inc. October 2009 - November 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Public Speaking, Marketing, Project Management, Strategic Planning, Microsoft Word
Education
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Car Wash Company April 2015 - Present
Transamerica November 2012 - June 2013
Berthel Fisher & Company Financial Services, Inc. October 2009 - November 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Public Speaking, Marketing, Project Management, Strategic Planning, Microsoft Word
Education
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Brian M. Lehner, CFP®, CEP® Brian M. Lehner, CFP®, CEP®'s Berthel Fisher & Company Financial Services, Inc. Experience June 2015 - Present
Job CERTIFIED FINANCIAL PLANNER™, Investment Consultant, Financial Advisor
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Joey Frayne Joey Frayne's Berthel Fisher & Company Financial Services, Inc. Experience December 2006 - August 2007
Job Technology Investment Associate
Industry Investment Management
Experience
Wisconsin Economic Development Corporation February 2015 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - February 2015
Berthel Fisher & Company Financial Services, Inc. December 2006 - August 2007
Little Caesars August 1995 - December 2006
The Vanguard Group November 2004 - November 2005
Skills
Back Office, Strategic Financial..., Portfolio Management, Equities, Trading, Investments, Compliance Management, Project Management, Customer Service, Management, Operations Management, Project Planning, Process Improvement
Education
University of Iowa 1999 — 2003
BA, Economics
Wisconsin Economic Development Corporation February 2015 - Present
CliftonLarsonAllen Wealth Advisors, LLC June 2007 - February 2015
Berthel Fisher & Company Financial Services, Inc. December 2006 - August 2007
Little Caesars August 1995 - December 2006
The Vanguard Group November 2004 - November 2005
Skills
Back Office, Strategic Financial..., Portfolio Management, Equities, Trading, Investments, Compliance Management, Project Management, Customer Service, Management, Operations Management, Project Planning, Process Improvement
Education
University of Iowa 1999 — 2003
BA, Economics
Mickena Guillaume's Berthel Fisher & Company Financial Services, Inc. Experience April 2014 - Present
Job Graphic Designer
Industry
Experience
Berthel Fisher & Company Financial Services, Inc. April 2014 - Present
Ottilie Design and Photography December 2010 - Present
Prairie Volleyball December 2012 - Present
CompleWare Corporation June 2012 - October 2013
Mount Vernon Club Volleyball December 2012 - February 2013
Cedar Memorial May 2010 - June 2012
Mount Mercy Times August 2009 - May 2010
St. Luke's Hospital 2010 - 2010
Skills
Graphic Design, Illustrator, Photography, Typography, Multimedia, Outstanding Customer..., Product Marketing, Creative Problem Solving, Collaborative Problem..., Editing, InDesign, Brochures, Art, Photoshop, Microsoft Office, Adobe Creative Suite, Journalism, Facebook, Customer Service, Newsletters, CSS
Education
Mount Mercy College 2006 — 2010
BA, Double major in Graphic Design and Multi Media with a minor in Journalism
Berthel Fisher & Company Financial Services, Inc. April 2014 - Present
Ottilie Design and Photography December 2010 - Present
Prairie Volleyball December 2012 - Present
CompleWare Corporation June 2012 - October 2013
Mount Vernon Club Volleyball December 2012 - February 2013
Cedar Memorial May 2010 - June 2012
Mount Mercy Times August 2009 - May 2010
St. Luke's Hospital 2010 - 2010
Skills
Graphic Design, Illustrator, Photography, Typography, Multimedia, Outstanding Customer..., Product Marketing, Creative Problem Solving, Collaborative Problem..., Editing, InDesign, Brochures, Art, Photoshop, Microsoft Office, Adobe Creative Suite, Journalism, Facebook, Customer Service, Newsletters, CSS
Education
Mount Mercy College 2006 — 2010
BA, Double major in Graphic Design and Multi Media with a minor in Journalism
Carter Smelser Carter Smelser's Berthel Fisher & Company Financial Services, Inc. Experience August 2014 - Present
Job Regional Principal at Berthel Fisher & Company
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. August 2014 - Present
MassMutual Financial Group May 2012 - September 2013
Skills
Fixed Annuities, Employee Benefits, Retirement, Finance, Retirement Planning, Series 7, FINRA, Mutual Funds, Investment Strategies
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management
Hudson High School
Berthel Fisher & Company Financial Services, Inc. August 2014 - Present
MassMutual Financial Group May 2012 - September 2013
Skills
Fixed Annuities, Employee Benefits, Retirement, Finance, Retirement Planning, Series 7, FINRA, Mutual Funds, Investment Strategies
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, Entrepreneurial Management
Hudson High School
Joanna Schaul Joanna Schaul's Berthel Fisher & Company Financial Services, Inc. Experience April 2005 - Present
Job SVP Operating Officer
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. April 2005 - Present
GE Capital June 2000 - April 2005
Education
Loras College 1996 — 2000
BA, Finance & Economics
West Delaware High School
Berthel Fisher & Company Financial Services, Inc. April 2005 - Present
GE Capital June 2000 - April 2005
Education
Loras College 1996 — 2000
BA, Finance & Economics
West Delaware High School
Gina Marie Larson Gina Marie Larson's Berthel Fisher & Company Financial Services, Inc. Experience January 2007 - July 2011
Job Registered Representative/ Vice President of Investments at REEF Securities. Inc
Industry Financial Services
Experience
Reef Securities, Inc. April 2015 - Present
Seeking New Opportunity September 2014 - April 2015
TIAA-CREF Financial Services February 2014 - September 2014
Realty Capital Securities April 2013 - October 2013
Management Search International. January 2012 - October 2012
Signature Planning, Inc. September 1997 - August 2011
Berthel Fisher & Company Financial Services, Inc. January 2007 - July 2011
Willow Bend Chapter Business Networking International (BNI) September 2005 - October 2009
Skills
Retirement, Investments, Securities, Strategic Financial..., Alternative Investments, Financial Advisory, Series 7, Series 63, Social Networking, Leadership, Mutual Funds, Financial Analysis, PowerPoint, Portfolio Management, Asset Management, FINRA, Natural Gas, Limited Partnerships, Energy Industry, Real Estate Acquisitions, 1031 Exchanges, Research, Persistence, Energy Markets, Commodity Markets, Diligent, Royalties, Suitability, Shale, Horizontal Directional..., Focus, Communication, Problem Solving, Achiever, Asset Managment, Bakken Shale, Intangible Drilling..., monthly cash..., Tax Advantaged Direct..., REISA, Unconventional, Alternative Investment..., Nontraded REITS, Accredited Investments, Fracking, Investor Seminars, Diligence, Fixed Annuities, Investment Strategies, Wealth Management
Education
North Dakota State University
Bachelors Degree, Political Science, Business and Journalism
Aurora Central High School
High School, College Prep
Reef Securities, Inc. April 2015 - Present
Seeking New Opportunity September 2014 - April 2015
TIAA-CREF Financial Services February 2014 - September 2014
Realty Capital Securities April 2013 - October 2013
Management Search International. January 2012 - October 2012
Signature Planning, Inc. September 1997 - August 2011
Berthel Fisher & Company Financial Services, Inc. January 2007 - July 2011
Willow Bend Chapter Business Networking International (BNI) September 2005 - October 2009
Skills
Retirement, Investments, Securities, Strategic Financial..., Alternative Investments, Financial Advisory, Series 7, Series 63, Social Networking, Leadership, Mutual Funds, Financial Analysis, PowerPoint, Portfolio Management, Asset Management, FINRA, Natural Gas, Limited Partnerships, Energy Industry, Real Estate Acquisitions, 1031 Exchanges, Research, Persistence, Energy Markets, Commodity Markets, Diligent, Royalties, Suitability, Shale, Horizontal Directional..., Focus, Communication, Problem Solving, Achiever, Asset Managment, Bakken Shale, Intangible Drilling..., monthly cash..., Tax Advantaged Direct..., REISA, Unconventional, Alternative Investment..., Nontraded REITS, Accredited Investments, Fracking, Investor Seminars, Diligence, Fixed Annuities, Investment Strategies, Wealth Management
Education
North Dakota State University
Bachelors Degree, Political Science, Business and Journalism
Aurora Central High School
High School, College Prep
Bryan Steffen Bryan Steffen's Berthel Fisher & Company Financial Services, Inc. Experience 1999 - 2001
Job CFO at Erb's Technology Solutions
Industry Information Technology and Services
Experience
ETS (formerly Erb's) June 2010 - Present
Invisitain, LLC 1989 - Present
GreatAmerica Leasing January 2009 - May 2010
PAETEC May 2003 - December 2008
McLeodUSA May 2003 - December 2005
Aavin 2001 - 2002
Berthel Fisher & Company Financial Services, Inc. 1999 - 2001
Merit Capital 1997 - 1999
Skills
Corporate Finance, Strategic Planning, Forecasting, Financial Analysis, Budgeting, Mergers, Due Diligence, Accounting, Budgets, Analysis, Finance, Program Management, Financial Modeling, Salesforce.com, Strategy, Process Improvement, Management, Mergers & Acquisitions, Business Development, Sales, Account Management
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
MBA, Finance
Regis University 1990 — 1994
BS, Professional Accounting; Business Administration
Bishop McGuinness High School 1986 — 1990
ETS (formerly Erb's) June 2010 - Present
Invisitain, LLC 1989 - Present
GreatAmerica Leasing January 2009 - May 2010
PAETEC May 2003 - December 2008
McLeodUSA May 2003 - December 2005
Aavin 2001 - 2002
Berthel Fisher & Company Financial Services, Inc. 1999 - 2001
Merit Capital 1997 - 1999
Skills
Corporate Finance, Strategic Planning, Forecasting, Financial Analysis, Budgeting, Mergers, Due Diligence, Accounting, Budgets, Analysis, Finance, Program Management, Financial Modeling, Salesforce.com, Strategy, Process Improvement, Management, Mergers & Acquisitions, Business Development, Sales, Account Management
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1997
MBA, Finance
Regis University 1990 — 1994
BS, Professional Accounting; Business Administration
Bishop McGuinness High School 1986 — 1990
Angela Herman Angela Herman's Berthel Fisher & Company Financial Services, Inc. Experience January 2008 - September 2011
Job Compliance Officer at Morningstar
Industry Financial Services
Experience
Morningstar March 2014 - Present
Morningstar October 2011 - March 2014
Berthel Fisher & Company Financial Services, Inc. January 2008 - September 2011
Skills
Series 7, Series 24, FINRA
Education
Coe College 2003 — 2007
Bachelor of Business Administration (BBA)
Morningstar March 2014 - Present
Morningstar October 2011 - March 2014
Berthel Fisher & Company Financial Services, Inc. January 2008 - September 2011
Skills
Series 7, Series 24, FINRA
Education
Coe College 2003 — 2007
Bachelor of Business Administration (BBA)
John Picinich John Picinich's Berthel Fisher & Company Financial Services, Inc. Experience April 2004 - February 2008
Job Financial Representative at MWA Financial Services Inc.
Industry Financial Services
Experience
JP Financial Group April 2002 - Present
MWA FInancial Services Inc. January 2012 - June 2014
Berthel Fisher & Company Financial Services, Inc. April 2004 - February 2008
Investec Ernst & Company April 1991 - February 2002
Skills
Life Insurance..., Portfolio Management, Retirement Planning, Fixed Income, Equities, Mutual Funds, Investment Strategies, Fixed and Variable..., Retirement, Small Business, Estate Planning, Series 7, Strategic Planning, Securities, Investments, Financial Advisory, Finance, Strategic Financial..., Insurance, Financial Analysis, Employee Benefits, Relationship Management, Fixed Annuities, Wealth Accumulation, Risk Management, Wealth Management, Asset Management, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science and Economics
Saint Peter Prep. Jersey City, NJ
JP Financial Group April 2002 - Present
MWA FInancial Services Inc. January 2012 - June 2014
Berthel Fisher & Company Financial Services, Inc. April 2004 - February 2008
Investec Ernst & Company April 1991 - February 2002
Skills
Life Insurance..., Portfolio Management, Retirement Planning, Fixed Income, Equities, Mutual Funds, Investment Strategies, Fixed and Variable..., Retirement, Small Business, Estate Planning, Series 7, Strategic Planning, Securities, Investments, Financial Advisory, Finance, Strategic Financial..., Insurance, Financial Analysis, Employee Benefits, Relationship Management, Fixed Annuities, Wealth Accumulation, Risk Management, Wealth Management, Asset Management, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (B.A.), Political Science and Economics
Saint Peter Prep. Jersey City, NJ
Rohan Alahakoon Rohan Alahakoon's Berthel Fisher & Company Financial Services, Inc. Experience May 2013 - August 2014
Job Software Consultant
Industry Computer Software
Experience
Berthel Fisher & Company Financial Services, Inc. May 2013 - August 2014
Raymond James Financial Inc. 2014 - 2014
Raymond James Financial Inc. 2014 - 2014
Source Allies Inc. October 2011 - May 2013
Farmers Mutual Hail Insurance November 2011 - April 2013
GCommerce Inc. August 2010 - January 2012
Apollo Group August 2007 - January 2010
Navantis March 2005 - January 2007
Virtusa 2003 - 2005
Skills
TFS, C#, ASP.NET, WCF, ADO.NET, Web Services, T-SQL, Visual Studio, XML, VB.NET, Microsoft SQL Server, Silverlight, LINQ, .NET, Agile Methodologies, JavaScript, Software Development, Scrum, SOAP, Subversion, AJAX, SQL, SSRS, XSLT, NUnit, Eclipse, VSS, Windows Azure
Education
University of Peradeniya 1999 — 2003
Bsc, Enginering in Computer Science
Berthel Fisher & Company Financial Services, Inc. May 2013 - August 2014
Raymond James Financial Inc. 2014 - 2014
Raymond James Financial Inc. 2014 - 2014
Source Allies Inc. October 2011 - May 2013
Farmers Mutual Hail Insurance November 2011 - April 2013
GCommerce Inc. August 2010 - January 2012
Apollo Group August 2007 - January 2010
Navantis March 2005 - January 2007
Virtusa 2003 - 2005
Skills
TFS, C#, ASP.NET, WCF, ADO.NET, Web Services, T-SQL, Visual Studio, XML, VB.NET, Microsoft SQL Server, Silverlight, LINQ, .NET, Agile Methodologies, JavaScript, Software Development, Scrum, SOAP, Subversion, AJAX, SQL, SSRS, XSLT, NUnit, Eclipse, VSS, Windows Azure
Education
University of Peradeniya 1999 — 2003
Bsc, Enginering in Computer Science
John Keith King's Berthel Fisher & Company Financial Services, Inc. Experience January 2003 - May 2005
Job
Industry Telecommunications
Experience
Sprint July 2013 - November 2014
Northrop Grumman Corporation June 2010 - April 2014
New York Life Insurance Company April 2008 - June 2009
brokersXpress LLC May 2005 - April 2008
Berthel Fisher & Company Financial Services, Inc. January 2003 - May 2005
Edward Jones July 2001 - October 2002
Alcatel-Lucent July 2000 - February 2001
Sprint PCS September 1998 - July 2000
Maritz February 1998 - September 1998
TAI October 1996 - October 1997
Skills
Secret Security..., MBA, Retirement Planning, Insurance, Process Improvement, Business Analysis, Consulting, Risk Management, Project Management, Strategic Planning, Wealth Management, Team Building, Program Management, Sales, Leadership, Business Development, Estate Planning, Strategic Financial..., New Business Development, Customer Service, Public Speaking, Sales Management, Profit Analysis, P&L Modeling, Wireless Engineering, Telecommunications, Avionics Integration, Capital Budgeting, Engineering, Investment Selection, Prospecting Skills, RFP experience, SMS Gateway, International Business..., International Business..., Eagle Scout, Veteran U.S. Navy, Systems Engineering, Research Information, Defining Requirements, Financial Markets, Lean Six Sigma, Managerial Skills, MS Project, Integration, Software Documentation, Product Management, Testing, SharePoint, Microsoft Project
Education
Kansas State University
Bachelors of Science, Electrical Engineering Technology
University of Missouri-Saint Louis
MBA, Marketing, Analytical Modeling
Sprint July 2013 - November 2014
Northrop Grumman Corporation June 2010 - April 2014
New York Life Insurance Company April 2008 - June 2009
brokersXpress LLC May 2005 - April 2008
Berthel Fisher & Company Financial Services, Inc. January 2003 - May 2005
Edward Jones July 2001 - October 2002
Alcatel-Lucent July 2000 - February 2001
Sprint PCS September 1998 - July 2000
Maritz February 1998 - September 1998
TAI October 1996 - October 1997
Skills
Secret Security..., MBA, Retirement Planning, Insurance, Process Improvement, Business Analysis, Consulting, Risk Management, Project Management, Strategic Planning, Wealth Management, Team Building, Program Management, Sales, Leadership, Business Development, Estate Planning, Strategic Financial..., New Business Development, Customer Service, Public Speaking, Sales Management, Profit Analysis, P&L Modeling, Wireless Engineering, Telecommunications, Avionics Integration, Capital Budgeting, Engineering, Investment Selection, Prospecting Skills, RFP experience, SMS Gateway, International Business..., International Business..., Eagle Scout, Veteran U.S. Navy, Systems Engineering, Research Information, Defining Requirements, Financial Markets, Lean Six Sigma, Managerial Skills, MS Project, Integration, Software Documentation, Product Management, Testing, SharePoint, Microsoft Project
Education
Kansas State University
Bachelors of Science, Electrical Engineering Technology
University of Missouri-Saint Louis
MBA, Marketing, Analytical Modeling
Dustin Zachmeyer, MBA Dustin Zachmeyer, MBA's Berthel Fisher & Company Financial Services, Inc. Experience March 2008 - September 2012
Job Vice President, Due Diligence at Griffin Capital Corporation
Industry Financial Services
Experience
ADISA Foundation October 2014 - Present
Griffin Capital Corporation February 2013 - Present
Berthel Fisher & Company Financial Services, Inc. March 2008 - September 2012
REISA 2011 - 2012
Farm Bureau Financial Services 2006 - 2008
John Deere 2005 - 2006
Hy-Vee 2000 - 2005
Skills
Series 7, Series 6, Series 63, Series 66, Series 3, Series 4, Series 53, Series 24, Alternative Investments, Compliance Management, Due Diligence, Securities, Private Equity, Investment Banking, Private Placements, Product Development, Investment Sales, Investment Compliance, Regulatory Guidelines, Project Management, Market Research, Competitive Analysis, Uniform Combined State..., Asset Management, FINRA, Portfolio Management, Investment Advisory, Investments, Financial Advisory, Risk Management, Institutional..., Retirement, Capital Markets, Strategic Financial..., Investment Strategies, Insurance, Investor Relations, Wealth Management, Equities, Retirement Planning, Fixed Annuities, Hedge Funds, Financial Services, 401k, IRAs, Funding, Separately Managed..., Investment Management, Financial Planning, Real Estate Due...
Education
University of Iowa 2009 — 2011
MBA, Finance
University of Northern Iowa 2002 — 2006
B.A., Finance & Economicis
ADISA Foundation October 2014 - Present
Griffin Capital Corporation February 2013 - Present
Berthel Fisher & Company Financial Services, Inc. March 2008 - September 2012
REISA 2011 - 2012
Farm Bureau Financial Services 2006 - 2008
John Deere 2005 - 2006
Hy-Vee 2000 - 2005
Skills
Series 7, Series 6, Series 63, Series 66, Series 3, Series 4, Series 53, Series 24, Alternative Investments, Compliance Management, Due Diligence, Securities, Private Equity, Investment Banking, Private Placements, Product Development, Investment Sales, Investment Compliance, Regulatory Guidelines, Project Management, Market Research, Competitive Analysis, Uniform Combined State..., Asset Management, FINRA, Portfolio Management, Investment Advisory, Investments, Financial Advisory, Risk Management, Institutional..., Retirement, Capital Markets, Strategic Financial..., Investment Strategies, Insurance, Investor Relations, Wealth Management, Equities, Retirement Planning, Fixed Annuities, Hedge Funds, Financial Services, 401k, IRAs, Funding, Separately Managed..., Investment Management, Financial Planning, Real Estate Due...
Education
University of Iowa 2009 — 2011
MBA, Finance
University of Northern Iowa 2002 — 2006
B.A., Finance & Economicis
John Azodi, John Azodi,'s Berthel Fisher & Company Financial Services, Inc. Experience October 2014 - Present
Job Financial Advisor at Berthel Fisher & Company Financial Services, Inc.
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. October 2014 - Present
Book August 2007 - Present
Azodi CPA October 1991 - Present
Brokers International Financial Services, LLC October 2010 - September 2014
Berthel Fisher 2005 - September 2010
Prosperity Network 1998 - 2005
Azodi CPA & Investments, PC 1991 - June 1998
Crossland Rehabilitation Agency July 1989 - October 1991
Prestia & Associates CPA July 1987 - October 1989
David M Amster PC May 1985 - July 1987
Education
University of Colorado at Colo Springs 1979 — 1982
bs, accounting
Delgado Community College 1975 — 1976
Accounting
Berthel Fisher & Company Financial Services, Inc. October 2014 - Present
Book August 2007 - Present
Azodi CPA October 1991 - Present
Brokers International Financial Services, LLC October 2010 - September 2014
Berthel Fisher 2005 - September 2010
Prosperity Network 1998 - 2005
Azodi CPA & Investments, PC 1991 - June 1998
Crossland Rehabilitation Agency July 1989 - October 1991
Prestia & Associates CPA July 1987 - October 1989
David M Amster PC May 1985 - July 1987
Education
University of Colorado at Colo Springs 1979 — 1982
bs, accounting
Delgado Community College 1975 — 1976
Accounting
Christina Tsao Christina Tsao's Berthel Fisher & Company Financial Services, Inc. Experience March 2014 - May 2015
Job Rotational Summer Intern at WoodruffSawyer & Co
Industry
Experience
Woodruff-Sawyer & Co June 2015 - Present
Berthel Fisher & Company Financial Services, Inc. March 2014 - May 2015
Boba Tea House September 2010 - May 2015
Follet College Stores Corporation August 2012 - October 2012
Crazy Sushi Restaurant April 2010 - September 2010
Skills
Customer Service, Retail, Marketing, Microsoft Word, Advertising, Sales, Accounting, Analysis, Finance, Microsoft Office, Microsoft Excel, Team Leadership, Leadership, PowerPoint, Teamwork, Public Speaking
Education
California State University-Sacramento 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Woodruff-Sawyer & Co June 2015 - Present
Berthel Fisher & Company Financial Services, Inc. March 2014 - May 2015
Boba Tea House September 2010 - May 2015
Follet College Stores Corporation August 2012 - October 2012
Crazy Sushi Restaurant April 2010 - September 2010
Skills
Customer Service, Retail, Marketing, Microsoft Word, Advertising, Sales, Accounting, Analysis, Finance, Microsoft Office, Microsoft Excel, Team Leadership, Leadership, PowerPoint, Teamwork, Public Speaking
Education
California State University-Sacramento 2010 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Christy Chase Christy Chase's Berthel Fisher & Company Financial Services, Inc. Experience 2003 - 2005
Job Director of Sales at Accertify, Inc., an American Express company
Industry Financial Services
Experience
Accertify, Inc. June 2015 - Present
SIX Payment Services October 2013 - May 2015
Elavon, Inc. October 2007 - October 2013
PowerLinx, Inc. 2005 - 2007
Berthel Fisher & Company Financial Services, Inc. 2003 - 2005
FMSCO, Inc. 2002 - 2003
SeaView Video Technology, Inc. 1998 - 2002
Dr. E. E. Musgrave 1994 - 1998
Skills
Credit Cards, Payments, Electronic Payments, Account Management, Payment Card Processing, New Business Development, Sales Management, Relationship Management, Sales, Team Leadership, E-commerce, B2B, Strategy, Payment Gateways, Payment Systems, Debit Cards, SaaS, Payment Industry, Executive Management, Business Development, Business Relationship..., PCI DSS, Start-ups, Enterprise Software, POS, International Sales, Product Marketing, Strategic Planning, Business Planning, Team Building, Leadership, Management, Cross-functional Team..., Acquiring, Strategic Partnerships, Merchant Services, CRM, Mobile Payments, Customer Satisfaction
Education
University of Phoenix 2004 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Accertify, Inc. June 2015 - Present
SIX Payment Services October 2013 - May 2015
Elavon, Inc. October 2007 - October 2013
PowerLinx, Inc. 2005 - 2007
Berthel Fisher & Company Financial Services, Inc. 2003 - 2005
FMSCO, Inc. 2002 - 2003
SeaView Video Technology, Inc. 1998 - 2002
Dr. E. E. Musgrave 1994 - 1998
Skills
Credit Cards, Payments, Electronic Payments, Account Management, Payment Card Processing, New Business Development, Sales Management, Relationship Management, Sales, Team Leadership, E-commerce, B2B, Strategy, Payment Gateways, Payment Systems, Debit Cards, SaaS, Payment Industry, Executive Management, Business Development, Business Relationship..., PCI DSS, Start-ups, Enterprise Software, POS, International Sales, Product Marketing, Strategic Planning, Business Planning, Team Building, Leadership, Management, Cross-functional Team..., Acquiring, Strategic Partnerships, Merchant Services, CRM, Mobile Payments, Customer Satisfaction
Education
University of Phoenix 2004 — 2007
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Beverly Raucci's Berthel Fisher & Company Financial Services, Inc. Experience August 1995 - August 2007
Job Experienced in Sales, Teaching, Coaching & Customer Relationship Mgmt. while Marketing/Selling both Services & Products
Industry Financial Services
Experience
Raucci & Associates September 2007 - Present
CUSD 303 December 2008 - Present
Berthel Fisher & Company Financial Services, Inc. August 1995 - August 2007
Realty January 1990 - December 1998
Sears, Roebuck and Co. January 1987 - December 1989
Skills
Marketing, Team Leadership, Sales, Report Writing, Advertising, Staff Mentoring, Education Management, Training Skills, Coaching, Securities, Leadership, Entrepreneurship, Training, CRM, Educational Leadership, Teaching, Time Management, Public Speaking, Program Management, Event Planning, Staff Development, Social Networking, Community Outreach, Customer Service, Leadership Development, Research, Mentoring
Education
Northwestern University
Masters of Science, Advertising and Marketing, Medill School of Journalism
University of Illinois at Chicago
BA, Sociology
Springfield High School
Diploma
Raucci & Associates September 2007 - Present
CUSD 303 December 2008 - Present
Berthel Fisher & Company Financial Services, Inc. August 1995 - August 2007
Realty January 1990 - December 1998
Sears, Roebuck and Co. January 1987 - December 1989
Skills
Marketing, Team Leadership, Sales, Report Writing, Advertising, Staff Mentoring, Education Management, Training Skills, Coaching, Securities, Leadership, Entrepreneurship, Training, CRM, Educational Leadership, Teaching, Time Management, Public Speaking, Program Management, Event Planning, Staff Development, Social Networking, Community Outreach, Customer Service, Leadership Development, Research, Mentoring
Education
Northwestern University
Masters of Science, Advertising and Marketing, Medill School of Journalism
University of Illinois at Chicago
BA, Sociology
Springfield High School
Diploma
Adam Netwal Adam Netwal's Berthel Fisher & Company Financial Services, Inc. Experience February 2015 - Present
Job Operations Associate at Berthel Fisher & Company Financial Services, Inc.
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. February 2015 - Present
GreatAmerica Financial Services October 2014 - January 2015
LimoLink June 2013 - October 2014
Skills
Customer Service, Microsoft Office, PowerPoint, Sports, Social Media, Microsoft Word, Microsoft Excel, Event Planning, Public Speaking, Sports Management, Photoshop, Teamwork, Event Management, Facebook, Sports Marketing, Social Networking
Education
University of Iowa 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Scott Senior High SchoolThe University of Iowa 2005 — 2009
BA, Economics
Berthel Fisher & Company Financial Services, Inc. February 2015 - Present
GreatAmerica Financial Services October 2014 - January 2015
LimoLink June 2013 - October 2014
Skills
Customer Service, Microsoft Office, PowerPoint, Sports, Social Media, Microsoft Word, Microsoft Excel, Event Planning, Public Speaking, Sports Management, Photoshop, Teamwork, Event Management, Facebook, Sports Marketing, Social Networking
Education
University of Iowa 2009 — 2013
Bachelor of Arts (B.A.), Economics
North Scott Senior High SchoolThe University of Iowa 2005 — 2009
BA, Economics
Michelle Woode Michelle Woode's Berthel Fisher & Company Financial Services, Inc. Experience July 2014 - October 2014
Job Teller Coordinator at US Bank, NA
Industry Accounting
Experience
US Bank, NA February 2015 - Present
Kohl's Department Stores October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. July 2014 - October 2014
Irontite February 2013 - March 2014
The Principal Financial Group June 2011 - October 2012
AEGONUSA 1989 - 2011
AEGON November 2002 - March 2005
Skills
Financial Analysis, Financial Reporting, Data Analysis, Access, Management, Business Objects, Microsoft Word, Data Quality, Financial Accounting, Microsoft Excel, Microsoft Office, Financial Statements, Employee Benefits, Accounting, Internal Controls, Compilation Of..., PeopleSoft, Accounts Payable, Payroll Taxes, Insurance, Investments
Education
Luther College 1985 — 1989
BA, Accounting, Spanish
US Bank, NA February 2015 - Present
Kohl's Department Stores October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. July 2014 - October 2014
Irontite February 2013 - March 2014
The Principal Financial Group June 2011 - October 2012
AEGONUSA 1989 - 2011
AEGON November 2002 - March 2005
Skills
Financial Analysis, Financial Reporting, Data Analysis, Access, Management, Business Objects, Microsoft Word, Data Quality, Financial Accounting, Microsoft Excel, Microsoft Office, Financial Statements, Employee Benefits, Accounting, Internal Controls, Compilation Of..., PeopleSoft, Accounts Payable, Payroll Taxes, Insurance, Investments
Education
Luther College 1985 — 1989
BA, Accounting, Spanish
Helen Busness's Berthel Fisher & Company Financial Services, Inc. Experience 2012 - 2013
Job Library Associate at Kirkwood Community College
Industry Higher Education
Experience
Kirkwood Community College November 2014 - Present
AEGON Americas June 2013 - October 2014
Berthel Fisher & Company Financial Services, Inc. 2012 - 2013
McGladrey & Pullen 2008 - 2011
AEGON 2002 - 2007
Capital University School of Law 1998 - 2001
Skills
Corporate communications, Compliance, Internal Controls, Risk Management, Insurance Law, Contractual Agreements, Process Improvement, Corporate Policy..., Financial Services, Corporate Law, Privacy Compliance, Broker-Dealer, Licensing, FINRA, Securities Regulation, Legal Compliance, AML, Legal Writing, Litigation, Training, Information Management, Employee Training, Management, Corporate Governance, Leadership, Investments, Mergers & Acquisitions, Software Documentation, Insurance
Education
Rutgers University-New Brunswick 2015 — 2017
Masters of Library and Information Science
Seton Hall University School of Law 1991 — 1994
JD, Legisltation/Regulation
Bryn Mawr College 1987 — 1991
BA, English
Bernards High School
Kirkwood Community College November 2014 - Present
AEGON Americas June 2013 - October 2014
Berthel Fisher & Company Financial Services, Inc. 2012 - 2013
McGladrey & Pullen 2008 - 2011
AEGON 2002 - 2007
Capital University School of Law 1998 - 2001
Skills
Corporate communications, Compliance, Internal Controls, Risk Management, Insurance Law, Contractual Agreements, Process Improvement, Corporate Policy..., Financial Services, Corporate Law, Privacy Compliance, Broker-Dealer, Licensing, FINRA, Securities Regulation, Legal Compliance, AML, Legal Writing, Litigation, Training, Information Management, Employee Training, Management, Corporate Governance, Leadership, Investments, Mergers & Acquisitions, Software Documentation, Insurance
Education
Rutgers University-New Brunswick 2015 — 2017
Masters of Library and Information Science
Seton Hall University School of Law 1991 — 1994
JD, Legisltation/Regulation
Bryn Mawr College 1987 — 1991
BA, English
Bernards High School
Renae Heims Renae Heims's Berthel Fisher & Company Financial Services, Inc. Experience April 2007 - October 2008
Job Branch Manager at ResCare
Industry Hospital & Health Care
Experience
GE Capital July 2012 - Present
ResCare October 2008 - July 2012
Berthel Fisher & Company Financial Services, Inc. April 2007 - October 2008
Skills
Microsoft Office, Customer Service, Data Entry
Education
Kirkwood Community College 1987 — 1987
Driving Class to get Class B CDL w/airbreaks to drive School Bus
Kirkwood Community College 1984 — 1985
Dental Assisting
Kirkwood Community College 1982 — 1983
120hr CNA
GE Capital July 2012 - Present
ResCare October 2008 - July 2012
Berthel Fisher & Company Financial Services, Inc. April 2007 - October 2008
Skills
Microsoft Office, Customer Service, Data Entry
Education
Kirkwood Community College 1987 — 1987
Driving Class to get Class B CDL w/airbreaks to drive School Bus
Kirkwood Community College 1984 — 1985
Dental Assisting
Kirkwood Community College 1982 — 1983
120hr CNA
Brian Schimpf, CFA Brian Schimpf, CFA's Berthel Fisher & Company Financial Services, Inc. Experience January 2006 - August 2010
Job Investment Professional | Analytics and Planning for High Net Worth
Industry Investment Management
Experience
In Transition July 2015 - Present
AllianceBernstein April 2013 - June 2015
AllianceBernstein September 2010 - March 2013
Berthel Fisher & Company Financial Services, Inc. January 2006 - August 2010
Beltz Real Estate October 2005 - August 2010
Skills
Asset Allocation, Equities, Equity Research, Estate Planning, Finance, Financial Advisory, Fixed Income, Hedge Funds, Wealth Management..., Asset Management, Financial Analysis, Financial Modeling, Wealth Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Wake Forest University
Bachelor of Arts (B.A.), Economics and English
In Transition July 2015 - Present
AllianceBernstein April 2013 - June 2015
AllianceBernstein September 2010 - March 2013
Berthel Fisher & Company Financial Services, Inc. January 2006 - August 2010
Beltz Real Estate October 2005 - August 2010
Skills
Asset Allocation, Equities, Equity Research, Estate Planning, Finance, Financial Advisory, Fixed Income, Hedge Funds, Wealth Management..., Asset Management, Financial Analysis, Financial Modeling, Wealth Management
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance, General
Wake Forest University
Bachelor of Arts (B.A.), Economics and English
Mary Hagensick's Berthel Fisher & Company Financial Services, Inc. Experience February 2011 - November 2012
Job Sr. Administrative Assistant at Rockwell Collins
Industry Investment Management
Experience
Rockwell Collins June 2015 - Present
Shuttleworth & Ingersoll, P.L.C. March 2013 - May 2015
Berthel Fisher & Company Financial Services, Inc. February 2011 - November 2012
Transamerica Retirement Services 2010 - 2010
Transamerica Retirement Services 2009 - 2010
Transamerica Retirement Services 2008 - 2009
Transamerica Retirement Services 2006 - 2008
Transamerica Retirement Services 2005 - 2007
Transamerica Retirement Services 2004 - 2005
McLeod USA 2000 - 2004
Skills
Sales Management, CRM, Team Management, Office Administration, 401k, Series 6, Retirement, Investments, Relationship Management, Mutual Funds, Insurance, Employee Benefits, Sales, Management, Training
Education
Bellevue University 2013 — 2015
Bachelor's Degree, Human Resource Management
Kirkwood Community College 2004 — 2007
Management Development, Business Management and Human Resources
Rockwell Collins June 2015 - Present
Shuttleworth & Ingersoll, P.L.C. March 2013 - May 2015
Berthel Fisher & Company Financial Services, Inc. February 2011 - November 2012
Transamerica Retirement Services 2010 - 2010
Transamerica Retirement Services 2009 - 2010
Transamerica Retirement Services 2008 - 2009
Transamerica Retirement Services 2006 - 2008
Transamerica Retirement Services 2005 - 2007
Transamerica Retirement Services 2004 - 2005
McLeod USA 2000 - 2004
Skills
Sales Management, CRM, Team Management, Office Administration, 401k, Series 6, Retirement, Investments, Relationship Management, Mutual Funds, Insurance, Employee Benefits, Sales, Management, Training
Education
Bellevue University 2013 — 2015
Bachelor's Degree, Human Resource Management
Kirkwood Community College 2004 — 2007
Management Development, Business Management and Human Resources
Brian Schilling's Berthel Fisher & Company Financial Services, Inc. Experience February 2008 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
CUNA Brokerage Services, Inc. January 2014 - Present
CUNA Brokerage Services, Inc. December 2012 - January 2014
Berthel Fisher & Company Financial Services, Inc. February 2008 - October 2012
Prudencial Financial December 2005 - July 2007
Edward Jones February 2004 - November 2005
CUNA Brokerage, Inc. June 1997 - January 2004
Skills
Retirement Planning, Investments, Securities, Financial Advisory, Series 63, Series 6, Series 7, Uniform Combined State..., 401k, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Strategic Financial..., Series 24
Education
Clarke University 2006 — 2007
MBA, General
Iowa State University 1989 — 1993
Bachelor of Science (BS), Agricultural Business & International Agriculture
CUNA Brokerage Services, Inc. January 2014 - Present
CUNA Brokerage Services, Inc. December 2012 - January 2014
Berthel Fisher & Company Financial Services, Inc. February 2008 - October 2012
Prudencial Financial December 2005 - July 2007
Edward Jones February 2004 - November 2005
CUNA Brokerage, Inc. June 1997 - January 2004
Skills
Retirement Planning, Investments, Securities, Financial Advisory, Series 63, Series 6, Series 7, Uniform Combined State..., 401k, Mutual Funds, Fixed Annuities, Retirement, Wealth Management, Strategic Financial..., Series 24
Education
Clarke University 2006 — 2007
MBA, General
Iowa State University 1989 — 1993
Bachelor of Science (BS), Agricultural Business & International Agriculture
Kelly O'Hara's Berthel Fisher & Company Financial Services, Inc. Experience March 2015 - Present
Job Controller at Berthel Fisher & Company Financial Services, Inc.
Industry Insurance
Experience
Berthel Fisher & Company Financial Services, Inc. March 2015 - Present
AEGON USA/Transamerica April 2008 - February 2015
Affordable Electric May 2003 - April 2008
Stockpoint 1999 - 2001
Skills
Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Insurance, Process Improvement, CPA, Budgets, Sarbanes-Oxley, Microsoft Excel, Finance, Financial Planning, Financial Accounting, Variance Analysis, Internal Audit, Auditing, Accounting
Education
University of Iowa 2009 — 2013
MBA, Finance
University of Iowa 1994 — 1999
BBA, Accounting
Berthel Fisher & Company Financial Services, Inc. March 2015 - Present
AEGON USA/Transamerica April 2008 - February 2015
Affordable Electric May 2003 - April 2008
Stockpoint 1999 - 2001
Skills
Financial Reporting, Internal Controls, Financial Analysis, Sarbanes-Oxley Act, Insurance, Process Improvement, CPA, Budgets, Sarbanes-Oxley, Microsoft Excel, Finance, Financial Planning, Financial Accounting, Variance Analysis, Internal Audit, Auditing, Accounting
Education
University of Iowa 2009 — 2013
MBA, Finance
University of Iowa 1994 — 1999
BBA, Accounting
Mason W. Gann's Berthel Fisher & Company Financial Services, Inc. Experience June 2012 - Present
Job Wealth Manager
Industry Investment Management
Experience
Berthel Fisher & Company Financial Services, Inc. June 2012 - Present
Milkie Ferguson Investments December 2004 - June 2012
Everen Securities August 1999 - November 2004
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Asset Management
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Real Estate/ Finance
Balboa High School 1989 — 1990
Berthel Fisher & Company Financial Services, Inc. June 2012 - Present
Milkie Ferguson Investments December 2004 - June 2012
Everen Securities August 1999 - November 2004
Skills
Retirement Planning, Wealth Management, Financial Planning, Investments, Asset Management
Education
Baylor University - Hankamer School of Business 1990 — 1994
BBA, Real Estate/ Finance
Balboa High School 1989 — 1990
Shelbie Irish's Berthel Fisher & Company Financial Services, Inc. Experience April 2008 - Present
Job Recruiter at Berthel Fisher & Company Financial Services, Inc.
Industry Staffing and Recruiting
Experience
Berthel Fisher & Company Financial Services, Inc. April 2008 - Present
Robert Half Technology July 2006 - November 2007
Amenity Hospice February 2005 - April 2006
Management Recruiters of Cedar Rapids August 2004 - February 2005
Pro Staff Finance & Accounting February 2002 - May 2004
McLeod USA 1998 - 2001
Skills
Technical Recruiting, Internet Recruiting, Talent Acquisition, Networking, Time Management, Business Networking, Applicant Tracking..., Recruiting, Sales, Temporary Placement
Education
University of Northern Iowa 1984 — 1988
BA, Public Relations/Communications
Berthel Fisher & Company Financial Services, Inc. April 2008 - Present
Robert Half Technology July 2006 - November 2007
Amenity Hospice February 2005 - April 2006
Management Recruiters of Cedar Rapids August 2004 - February 2005
Pro Staff Finance & Accounting February 2002 - May 2004
McLeod USA 1998 - 2001
Skills
Technical Recruiting, Internet Recruiting, Talent Acquisition, Networking, Time Management, Business Networking, Applicant Tracking..., Recruiting, Sales, Temporary Placement
Education
University of Northern Iowa 1984 — 1988
BA, Public Relations/Communications
Craig Mineart's Berthel Fisher & Company Financial Services, Inc. Experience February 2012 - December 2014
Job Financial Services professional looking for my next opportunity.
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. February 2012 - December 2014
Berthel Fisher & Company Financial Services, Inc. May 2004 - February 2012
Berthel Fisher & Company Financial Services, Inc. February 2001 - May 2004
Cambridge Investment Research January 1999 - February 2001
Skills
Mutual Funds, Series 7, FINRA, Alternative Investments, Financial Services, Relationship Management, Options, Bonds, Financial Advisory, Stocks, IPO, Commodity Pools, REIT, Oil & Gas Exploration, Hedge Funds, Portfolio Management, Series 63
Education
Buena Vista University 1993 — 1995
BA, Finance & Banking
Indian Hills Community College 1992 — 1993
Associate of Arts (AA)
Ellsworth Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Retail Management
Fairfield High School 1988 — 1990
Berthel Fisher & Company Financial Services, Inc. February 2012 - December 2014
Berthel Fisher & Company Financial Services, Inc. May 2004 - February 2012
Berthel Fisher & Company Financial Services, Inc. February 2001 - May 2004
Cambridge Investment Research January 1999 - February 2001
Skills
Mutual Funds, Series 7, FINRA, Alternative Investments, Financial Services, Relationship Management, Options, Bonds, Financial Advisory, Stocks, IPO, Commodity Pools, REIT, Oil & Gas Exploration, Hedge Funds, Portfolio Management, Series 63
Education
Buena Vista University 1993 — 1995
BA, Finance & Banking
Indian Hills Community College 1992 — 1993
Associate of Arts (AA)
Ellsworth Community College 1990 — 1992
Associate of Arts and Sciences (AAS), Retail Management
Fairfield High School 1988 — 1990
Jeremy Winters's Berthel Fisher & Company Financial Services, Inc. Experience September 2001 - 2003
Job JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2015 - Present
WealthSpan Financial Group July 2013 - December 2014
Wilbanks Securities, Inc January 2008 - August 2013
MidSouth Capital 2003 - December 2007
Berthel Fisher & Company Financial Services, Inc. September 2001 - 2003
IBM 1996 - 2000
IBM 1996 - 2000
Education
Ambassador University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase Bank N.A. January 2015 - Present
WealthSpan Financial Group July 2013 - December 2014
Wilbanks Securities, Inc January 2008 - August 2013
MidSouth Capital 2003 - December 2007
Berthel Fisher & Company Financial Services, Inc. September 2001 - 2003
IBM 1996 - 2000
IBM 1996 - 2000
Education
Ambassador University 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Sam Kramer's Berthel Fisher & Company Financial Services, Inc. Experience March 2010 - June 2012
Job Associate Relationship Manager at Cedar Rapids Bank & Trust
Industry Real Estate
Experience
Cedar Rapids Bank & Trust June 2012 - Present
Berthel Fisher & Company Financial Services, Inc. March 2010 - June 2012
AEGON Asset Management January 2009 - August 2009
Skills
Investments, Financial Analysis, Asset Management, Portfolio Management, Finance, Microsoft Excel, Financial Reporting, Due Diligence, Corporate Finance, Risk Management, Accounting, Real Estate, Real Estate Economics, Analysis, Microsoft Office, Alternative Investments, Credit, Customer Service, Series 7
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Cedar Rapids Bank & Trust June 2012 - Present
Berthel Fisher & Company Financial Services, Inc. March 2010 - June 2012
AEGON Asset Management January 2009 - August 2009
Skills
Investments, Financial Analysis, Asset Management, Portfolio Management, Finance, Microsoft Excel, Financial Reporting, Due Diligence, Corporate Finance, Risk Management, Accounting, Real Estate, Real Estate Economics, Analysis, Microsoft Office, Alternative Investments, Credit, Customer Service, Series 7
Education
Iowa State University - College of Business 2005 — 2009
Bachelor of Science (B.S.), Finance
Chuck Trotter's Berthel Fisher & Company Financial Services, Inc. Experience May 2008 - Present
Job Senior Investment Executive at Caudle Financial Group
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. May 2008 - Present
Caudle Financial Group May 2008 - Present
Waddell & Reed May 1997 - May 2008
Skills
Financial Planning, Real Estate, Mutual Funds, Annuities, Investments, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Valuation, Account Management, Series 7, Insurance, Strategic Planning, Business Strategy, Wealth Management, Fixed Income, Asset, Retirement Planning, Securities, Investment Advisory, Risk Management, Financial Advisory, Estate Planning, Alternative Investments, Business Planning, Bonds, 401k, Long Term Care, IRA's
Education
Oklahoma State University 1978 — 1982
B.S., Business Management
Berthel Fisher & Company Financial Services, Inc. May 2008 - Present
Caudle Financial Group May 2008 - Present
Waddell & Reed May 1997 - May 2008
Skills
Financial Planning, Real Estate, Mutual Funds, Annuities, Investments, Portfolio Management, Asset Management, Financial Analysis, Customer Relations, Valuation, Account Management, Series 7, Insurance, Strategic Planning, Business Strategy, Wealth Management, Fixed Income, Asset, Retirement Planning, Securities, Investment Advisory, Risk Management, Financial Advisory, Estate Planning, Alternative Investments, Business Planning, Bonds, 401k, Long Term Care, IRA's
Education
Oklahoma State University 1978 — 1982
B.S., Business Management
Kristie Bixler's Berthel Fisher & Company Financial Services, Inc. Experience October 2013 - Present
Job Human Resources Manager at Berthel Fisher & Company Financial Services, Inc.
Industry Financial Services
Experience
Berthel Fisher & Company Financial Services, Inc. October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. October 2011 - October 2013
Red Star Yeast Company August 2005 - September 2011
Skills
Employee Relations, Human Resources
Education
Mount Mercy College
BBA, HR Management & Administrative Management
Berthel Fisher & Company Financial Services, Inc. October 2013 - Present
Berthel Fisher & Company Financial Services, Inc. October 2011 - October 2013
Red Star Yeast Company August 2005 - September 2011
Skills
Employee Relations, Human Resources
Education
Mount Mercy College
BBA, HR Management & Administrative Management
Lisa Gorbatjuk's Berthel Fisher & Company Financial Services, Inc. Experience April 2010 - December 2011
Job Insurance Specialist at Mercy Medical Center
Industry Hospital & Health Care
Experience
Mercy Medical Center January 2012 - Present
Berthel Fisher & Company Financial Services, Inc. April 2010 - December 2011
Skills
Medical Billing, Accurate Data Entry, Health Insurance
Education
Kirkwood Community College
Diploma, Information Processing
Mercy Medical Center January 2012 - Present
Berthel Fisher & Company Financial Services, Inc. April 2010 - December 2011
Skills
Medical Billing, Accurate Data Entry, Health Insurance
Education
Kirkwood Community College
Diploma, Information Processing
Heidi Zysk's Berthel Fisher & Company Financial Services, Inc. Experience November 2006 - November 2007
Job Secretary II at IDOC
Industry Security and Investigations
Experience
Iowa Department of Corrections September 2010 - Present
Iowa Department of Human Services October 2008 - September 2010
Cigna January 2008 - September 2008
Berthel Fisher & Company Financial Services, Inc. November 2006 - November 2007
Kelly Services July 2006 - November 2006
Fidelity Investments June 1999 - July 2006
EXECUTRAIN 1997 - 1997
Skills
Research, Presentations, Writing, Event Planning, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Data Entry, Microsoft Publisher, Expense Reports
Education
Skidmore College 1979 — 1981
Attended, Psychology/Art
Iowa Department of Corrections September 2010 - Present
Iowa Department of Human Services October 2008 - September 2010
Cigna January 2008 - September 2008
Berthel Fisher & Company Financial Services, Inc. November 2006 - November 2007
Kelly Services July 2006 - November 2006
Fidelity Investments June 1999 - July 2006
EXECUTRAIN 1997 - 1997
Skills
Research, Presentations, Writing, Event Planning, Microsoft Office, Customer Service, Microsoft Excel, PowerPoint, Outlook, Data Entry, Microsoft Publisher, Expense Reports
Education
Skidmore College 1979 — 1981
Attended, Psychology/Art