Broker Dealer Financial Services Corp.
Industry: Company
DescriptionFounded: 1979 Parent organization: BDFSC Holdings CorpFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outside Permanently closed Broker Dealer Financial Services Corporation. is recorded closed at this location. If it's incorrectly closed, please report it.Thanks for improving Google. We'll review your report about this location. Something went wrong. We were not able to submit the request.ReportBroker Dealer Financial Services Corporation.WebsiteDirections Saved (0) Saved Save 1 Google review Financial consultant in West Des Moines, Iowa Address: 140 S 68th St, West Des Moines, IA 50266 Phone: (515) 727-6700Website: : Place name: : : : : Category: : Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Broker Dealer Financial Services Corporation. Posting publicly on the Web Reviews 1 Google review
Broker Dealer Financial Services Corp. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Broker Dealer Financial Services Corp.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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18 Broker Dealer Financial Services Corp. employees in database. Find out everything there's to know about Broker Dealer Financial Services Corp. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Broker Dealer Financial Services Corp. Employees
Employee
Years
Job
Industry
Dan Stoakes Dan Stoakes's Broker Dealer Financial Services Corp. Experience September 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. September 2014 - Present
Stanton Community School July 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. April 2008 - May 2013
Omaha Steaks November 2006 - March 2008
Stoakes Homes March 2003 - October 2006
American Express February 2003 - March 2003
Kiewit June 2001 - December 2002
Skills
Consultation, Customer Service, Microsoft Excel, Finance, B2B, Account Management, Sales, Negotiation, Direct Sales, Management, Sales Presentations, Accounting, Contract Negotiation
Education
Peru State College 1996 — 2001
BS, Accounting and Management
Omaha Bryan Sr. High School 1992 — 1996
Diploma, Core
Broker Dealer Financial Services Corp. September 2014 - Present
Stanton Community School July 2013 - Present
Konica Minolta Business Solutions U.S.A., Inc. April 2008 - May 2013
Omaha Steaks November 2006 - March 2008
Stoakes Homes March 2003 - October 2006
American Express February 2003 - March 2003
Kiewit June 2001 - December 2002
Skills
Consultation, Customer Service, Microsoft Excel, Finance, B2B, Account Management, Sales, Negotiation, Direct Sales, Management, Sales Presentations, Accounting, Contract Negotiation
Education
Peru State College 1996 — 2001
BS, Accounting and Management
Omaha Bryan Sr. High School 1992 — 1996
Diploma, Core
Annette Utterback Annette Utterback's Broker Dealer Financial Services Corp. Experience July 2014 - Present
Job Advisor Relations and Training Director at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. July 2014 - Present
Broker Dealer Financial Services Corp. March 2014 - July 2014
U.S. Bank December 2001 - August 2013
Firstar Investment Services April 1991 - December 2001
Merchants National Bank January 1987 - April 1991
Skills
Banking, Finance, Investments, Training, Leadership, Management, Portfolio Management, Retirement Planning, Wealth Management, Risk Management
Education
Iowa Central Community College
Associate of Arts (A.A.)
University of Iowa
Bachelor of Business Administration (B.B.A.), Marketing
Broker Dealer Financial Services Corp. July 2014 - Present
Broker Dealer Financial Services Corp. March 2014 - July 2014
U.S. Bank December 2001 - August 2013
Firstar Investment Services April 1991 - December 2001
Merchants National Bank January 1987 - April 1991
Skills
Banking, Finance, Investments, Training, Leadership, Management, Portfolio Management, Retirement Planning, Wealth Management, Risk Management
Education
Iowa Central Community College
Associate of Arts (A.A.)
University of Iowa
Bachelor of Business Administration (B.B.A.), Marketing
Deborah Jackman Deborah Jackman's Broker Dealer Financial Services Corp. Experience December 2013 - Present
Job Communications Director at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. December 2013 - Present
Farm Bureau Financial Services August 2003 - September 2013
Skills
Email Marketing, Corporate Websites, Content Management, Content Development, Proofreading, Corporate Branding, Website Usability, Communication Strategies, Web Content, Strategic Communications, Web Content Management, Online Marketing, Internal Communications, Website Development, Newsletters, Direct Marketing, Insurance, Usability, Customer Service, Sales, Management, Leadership, Retirement Planning, Marketing, Securities, Fixed Annuities, Mutual Funds, Investments, Strategic Planning, Financial Planning, Social Media
Education
Drake University 1987 — 1991
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Drake University 1986 — 1991
Bachelor's degree, Marketing/Marketing Management, General
Broker Dealer Financial Services Corp. December 2013 - Present
Farm Bureau Financial Services August 2003 - September 2013
Skills
Email Marketing, Corporate Websites, Content Management, Content Development, Proofreading, Corporate Branding, Website Usability, Communication Strategies, Web Content, Strategic Communications, Web Content Management, Online Marketing, Internal Communications, Website Development, Newsletters, Direct Marketing, Insurance, Usability, Customer Service, Sales, Management, Leadership, Retirement Planning, Marketing, Securities, Fixed Annuities, Mutual Funds, Investments, Strategic Planning, Financial Planning, Social Media
Education
Drake University 1987 — 1991
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Drake University 1986 — 1991
Bachelor's degree, Marketing/Marketing Management, General
Megan Mrky-Webster Megan Mrky-Webster's Broker Dealer Financial Services Corp. Experience September 2014 - Present
Job Advisor Relations/Recruiting Specialist at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. September 2014 - Present
Businessolver April 2014 - September 2014
Health Callings July 2013 - April 2014
Raymond James Financial Inc. December 2010 - July 2013
Financial Architects February 2007 - December 2010
Vander Weide & Associates, A branch of American Express Financial Advisors August 1999 - July 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, IRAs, Customer Engagement
Education
Iowa State University 1994 — 1998
Bachelor of Science (BS), Human Development and Family Studies, General
Urbandale High School
Bachelor's degree- Human Development and Family Studies
Broker Dealer Financial Services Corp. September 2014 - Present
Businessolver April 2014 - September 2014
Health Callings July 2013 - April 2014
Raymond James Financial Inc. December 2010 - July 2013
Financial Architects February 2007 - December 2010
Vander Weide & Associates, A branch of American Express Financial Advisors August 1999 - July 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, IRAs, Customer Engagement
Education
Iowa State University 1994 — 1998
Bachelor of Science (BS), Human Development and Family Studies, General
Urbandale High School
Bachelor's degree- Human Development and Family Studies
Thomas Sherzan Thomas Sherzan's Broker Dealer Financial Services Corp. Experience December 2013 - Present
Job Private Client Services at Broker Dealer Financial Services Corp.
Industry Legal Services
Experience
Broker Dealer Financial Services Corp. December 2013 - Present
TS Sports Management December 2013 - Present
Abendroth & Russell, P.C. August 2011 - April 2013
Drake University August 2009 - May 2011
Skills
Legal Writing, Litigation, Estate Planning, Civil Litigation, Legal Research, Westlaw, Appeals, Legal Issues
Education
Drake University Law School 2008 — 2011
Doctor of Law (J.D.)
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Broker Dealer Financial Services Corp. December 2013 - Present
TS Sports Management December 2013 - Present
Abendroth & Russell, P.C. August 2011 - April 2013
Drake University August 2009 - May 2011
Skills
Legal Writing, Litigation, Estate Planning, Civil Litigation, Legal Research, Westlaw, Appeals, Legal Issues
Education
Drake University Law School 2008 — 2011
Doctor of Law (J.D.)
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
Kevin Manz Kevin Manz's Broker Dealer Financial Services Corp. Experience May 2009 - December 2011
Job VP Operations at Cambridge Investment Research, Inc.
Industry Financial Services
Experience
Cambridge Investment Research, Inc. July 2015 - Present
Cetera Financial Group December 2011 - July 2015
Broker Dealer Financial Services Corp. May 2009 - December 2011
Skills
Series 7, Wealth Management, Mutual Funds, Insurance, Securities, Series 63, Financial Services, Management, Risk Management, Customer Service
Education
Iowa State University 1994 — 1998
Bachelor's degree, Management and Marketing
Cambridge Investment Research, Inc. July 2015 - Present
Cetera Financial Group December 2011 - July 2015
Broker Dealer Financial Services Corp. May 2009 - December 2011
Skills
Series 7, Wealth Management, Mutual Funds, Insurance, Securities, Series 63, Financial Services, Management, Risk Management, Customer Service
Education
Iowa State University 1994 — 1998
Bachelor's degree, Management and Marketing
Bill Zelasko Bill Zelasko's Broker Dealer Financial Services Corp. Experience August 2011 - August 2012
Job Financial Professional
Industry Financial Services
Experience
COMMING SOON May 2015 - Present
Primerica January 2014 - May 2015
HiThink Financial Services, Inc. August 2013 - December 2013
Financial Services Consulting Solutions August 2012 - August 2013
Broker Dealer Financial Services Corp. August 2011 - August 2012
SecureCyberVault April 2009 - August 2011
Legent Clearing August 2001 - April 2009
Kirpatrick Pettis July 1999 - August 2001
First Options of Chicago 1984 - 1999
Skills
Series 24, Commodity, Securities, Equities, Series 7, Financial Services, Investments, Insurance, Options, Asset Management, Mutual Funds, Fixed Income, ETFs, Series 63, Trading, FINRA, Investment Advisory, Wealth Management, Asset Allocation, Back Office, Relationship Management, Strategic Financial..., Electronic Trading, Financial Advisory, FX Options, Equity Derivatives, Prime Brokerage, Investment Banking, Corporate Actions, 401k, Retirement Planning, Proprietary Trading, Fixed Annuities, Bonds, Investment Strategies, Retirement, Equity Trading, Middle Office, Settlement, Market Data, Trading Systems, Hedge Funds, Alternative Investments, Risk Management
Education
DePaul University
Bachelor's degree
COMMING SOON May 2015 - Present
Primerica January 2014 - May 2015
HiThink Financial Services, Inc. August 2013 - December 2013
Financial Services Consulting Solutions August 2012 - August 2013
Broker Dealer Financial Services Corp. August 2011 - August 2012
SecureCyberVault April 2009 - August 2011
Legent Clearing August 2001 - April 2009
Kirpatrick Pettis July 1999 - August 2001
First Options of Chicago 1984 - 1999
Skills
Series 24, Commodity, Securities, Equities, Series 7, Financial Services, Investments, Insurance, Options, Asset Management, Mutual Funds, Fixed Income, ETFs, Series 63, Trading, FINRA, Investment Advisory, Wealth Management, Asset Allocation, Back Office, Relationship Management, Strategic Financial..., Electronic Trading, Financial Advisory, FX Options, Equity Derivatives, Prime Brokerage, Investment Banking, Corporate Actions, 401k, Retirement Planning, Proprietary Trading, Fixed Annuities, Bonds, Investment Strategies, Retirement, Equity Trading, Middle Office, Settlement, Market Data, Trading Systems, Hedge Funds, Alternative Investments, Risk Management
Education
DePaul University
Bachelor's degree
Dale Ullestad-Heneke, SPHR Dale Ullestad-Heneke, SPHR's Broker Dealer Financial Services Corp. Experience November 2013 - Present
Job Human Resources at Broker Dealer Financial Services Corp.
Industry Human Resources
Experience
Broker Dealer Financial Services Corp. November 2013 - Present
Manpower Professional February 2013 - September 2013
Community & Family Resources January 2011 - August 2012
Bethany Life Communities December 1998 - December 2010
Lakeside Lutheran Home December 1994 - December 1998
Skills
Human Resources, Employee Benefits, Supervision, Quality Assurance, Compliance, Safety, Employee Relations, Onboarding, Risk Management, Recruiting, HRIS, Performance Appraisal, Compensation Structure..., Workers Compensation, FMLA, ADA compliance, Hiring, Temporary Placement, Coaching, New Hire Orientations, Interviews, Management, Benefits Administration
Education
Luther College 1973 — 1975
Bachelor of Arts (B.A.), History & Political Science
Pacific Lutheran Theological Seminary 1977 — 1980
Master of Divinity (MDiv), Divinity/Ministry
Des Moines Area Community College 1992 — 1994
Diploma, Health Care Administration
Broker Dealer Financial Services Corp. November 2013 - Present
Manpower Professional February 2013 - September 2013
Community & Family Resources January 2011 - August 2012
Bethany Life Communities December 1998 - December 2010
Lakeside Lutheran Home December 1994 - December 1998
Skills
Human Resources, Employee Benefits, Supervision, Quality Assurance, Compliance, Safety, Employee Relations, Onboarding, Risk Management, Recruiting, HRIS, Performance Appraisal, Compensation Structure..., Workers Compensation, FMLA, ADA compliance, Hiring, Temporary Placement, Coaching, New Hire Orientations, Interviews, Management, Benefits Administration
Education
Luther College 1973 — 1975
Bachelor of Arts (B.A.), History & Political Science
Pacific Lutheran Theological Seminary 1977 — 1980
Master of Divinity (MDiv), Divinity/Ministry
Des Moines Area Community College 1992 — 1994
Diploma, Health Care Administration
Barbara Bennett Barbara Bennett's Broker Dealer Financial Services Corp. Experience May 2013 - Present
Job Vice President West Des Moines Branch Manager and Corporate Special Projects Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. May 2013 - Present
MassMutual Financial Group October 2010 - May 2013
American Equity Capital, Inc. 2009 - 2010
Ruan Securities Corporation 2004 - 2009
Skills
Retirement, Employee Benefits, Disability Insurance, Insurance, Long Term Care Insurance
Education
Creighton University School of Law 1975 — 1978
Doctor of Law (JD)
Colorado Womens College 1971 — 1975
Bachelor of Arts (BA), Political Science and Economics
Broker Dealer Financial Services Corp. May 2013 - Present
MassMutual Financial Group October 2010 - May 2013
American Equity Capital, Inc. 2009 - 2010
Ruan Securities Corporation 2004 - 2009
Skills
Retirement, Employee Benefits, Disability Insurance, Insurance, Long Term Care Insurance
Education
Creighton University School of Law 1975 — 1978
Doctor of Law (JD)
Colorado Womens College 1971 — 1975
Bachelor of Arts (BA), Political Science and Economics
Christina DeShaw's Broker Dealer Financial Services Corp. Experience July 2013 - Present
Job VP, Business Development and Recruiting at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. July 2013 - Present
ING Financial Partners October 2012 - July 2013
ING December 2010 - October 2012
ING Financial Partners November 2004 - December 2010
ING Financial Partners November 2002 - November 2004
Skills
Mutual Funds, Series 63, Securities, Series 7, Insurance, Retirement Planning, Series 24, Business Development, Recruiting, FINRA, Asset Management, Financial Services, Investment Advisory, Investments, Management, Risk Management, Wealth Management, Retirement
Education
University of Iowa College of Law 1999 — 2002
Doctor of Law (JD)
Mount Holyoke College 1994 — 1998
BA, Politics and Complex Organizations
Broker Dealer Financial Services Corp. July 2013 - Present
ING Financial Partners October 2012 - July 2013
ING December 2010 - October 2012
ING Financial Partners November 2004 - December 2010
ING Financial Partners November 2002 - November 2004
Skills
Mutual Funds, Series 63, Securities, Series 7, Insurance, Retirement Planning, Series 24, Business Development, Recruiting, FINRA, Asset Management, Financial Services, Investment Advisory, Investments, Management, Risk Management, Wealth Management, Retirement
Education
University of Iowa College of Law 1999 — 2002
Doctor of Law (JD)
Mount Holyoke College 1994 — 1998
BA, Politics and Complex Organizations
K Michael Burns's Broker Dealer Financial Services Corp. Experience January 2014 - Present
Job Enrolled Agent Income taxes at Burns Business Services
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. January 2014 - Present
Burns Business Services January 1987 - Present
MetLife April 2005 - June 2010
Skills
Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Income tax preparation, IRS problem resolution, Financial Advisory, Tax Preparation, Securities, Wealth Management, Fixed Annuities, 401k Rollovers
Education
Indiana University-Purdue University at Indianapolis 1965 — 1970
Accounting
Dale Carnegie 1967 — 1967
Broker Dealer Financial Services Corp. January 2014 - Present
Burns Business Services January 1987 - Present
MetLife April 2005 - June 2010
Skills
Annuities, Retirement Planning, Mutual Funds, Retirement, 401k, Income tax preparation, IRS problem resolution, Financial Advisory, Tax Preparation, Securities, Wealth Management, Fixed Annuities, 401k Rollovers
Education
Indiana University-Purdue University at Indianapolis 1965 — 1970
Accounting
Dale Carnegie 1967 — 1967
Mike Dolphin's Broker Dealer Financial Services Corp. Experience February 2015 - Present
Job Insurance Advisor and Investment Representative at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. February 2015 - Present
Pathway Financial Solutions July 2014 - Present
New York Life Insurance Company September 2012 - July 2014
Black Box Network Services April 2007 - September 2012
Norstan Communications March 1994 - November 2000
Skills
Direct Sales, Account Management, Solution Selling, Sales Process, Financial Solutions, Retirement Planning, Business Continuity...
Education
Colorado State University 1983 — 1987
BA, Economics
Dowling
Broker Dealer Financial Services Corp. February 2015 - Present
Pathway Financial Solutions July 2014 - Present
New York Life Insurance Company September 2012 - July 2014
Black Box Network Services April 2007 - September 2012
Norstan Communications March 1994 - November 2000
Skills
Direct Sales, Account Management, Solution Selling, Sales Process, Financial Solutions, Retirement Planning, Business Continuity...
Education
Colorado State University 1983 — 1987
BA, Economics
Dowling
Cynthia Brookshire's Broker Dealer Financial Services Corp. Experience April 2008 - Present
Job Operations
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. April 2008 - Present
Northwestern Mutual November 1996 - September 2007
Skills
Microsoft Office, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., 401k, Financial Services, Retirement Planning
Education
Simpson College
BA, Accounting
Broker Dealer Financial Services Corp. April 2008 - Present
Northwestern Mutual November 1996 - September 2007
Skills
Microsoft Office, Insurance, Wealth Management, Mutual Funds, Strategic Financial..., 401k, Financial Services, Retirement Planning
Education
Simpson College
BA, Accounting
Michelle Nabiliwa's Broker Dealer Financial Services Corp. Experience June 2014 - Present
Job Compliance Specialist at Investment Advisors Corp.
Industry Investment Management
Experience
Broker Dealer Financial Services Corp. June 2014 - Present
Investment Advisors Corp. June 2014 - Present
Principal Financial Group April 2013 - June 2014
Cambridge Investment Research, Inc. April 2012 - April 2013
Cambridge Investment Research, Inc January 2009 - April 2012
Cambridge Investment Research October 2007 - January 2009
Cambridge Investment Research September 2006 - October 2007
Fairfield Police, IA Police Dept. 2004 - 2006
Peace Corps 2001 - 2003
Skills
FINRA, Series 7, Series 24, Strategic Financial..., Series 66, Series 3, Compliance, Customer Relations, Suitability Analysis, Financial Planning, Third Party Money..., Working Remotely, Social Media, Microsoft Office, Writing, Promotional Writing, Grant Writing, Volunteer Coordination, Fundraising, Community Outreach, Coordinating Events, conversational French, 401k, 401k Rollovers, 403 b, General Securities..., Uniform Combined State..., Investments, Financial Services, Securities
Education
University of Northern Iowa 1994 — 1999
BA, Political Science
University of Northern Iowa
BA Political Science, Political Science
Broker Dealer Financial Services Corp. June 2014 - Present
Investment Advisors Corp. June 2014 - Present
Principal Financial Group April 2013 - June 2014
Cambridge Investment Research, Inc. April 2012 - April 2013
Cambridge Investment Research, Inc January 2009 - April 2012
Cambridge Investment Research October 2007 - January 2009
Cambridge Investment Research September 2006 - October 2007
Fairfield Police, IA Police Dept. 2004 - 2006
Peace Corps 2001 - 2003
Skills
FINRA, Series 7, Series 24, Strategic Financial..., Series 66, Series 3, Compliance, Customer Relations, Suitability Analysis, Financial Planning, Third Party Money..., Working Remotely, Social Media, Microsoft Office, Writing, Promotional Writing, Grant Writing, Volunteer Coordination, Fundraising, Community Outreach, Coordinating Events, conversational French, 401k, 401k Rollovers, 403 b, General Securities..., Uniform Combined State..., Investments, Financial Services, Securities
Education
University of Northern Iowa 1994 — 1999
BA, Political Science
University of Northern Iowa
BA Political Science, Political Science
Greg Havens's Broker Dealer Financial Services Corp. Experience September 1998 - November 2004
Job Currently looking for opportunities
Industry Financial Services
Experience
iHeartMedia August 2010 - Present
Ruan Transportation Management Systems November 2012 - July 2013
The Business Brokers, Inc. January 2011 - September 2011
Henderson Business Group February 2010 - December 2010
Ruan Transportation Management Systems February 2007 - June 2009
Iowa Auto Dealers Association / Hawkeye Insurance February 2006 - February 2007
Ramsey Pontiac March 2005 - February 2006
Broker Dealer Financial Services Corp. September 1998 - November 2004
Skills
Securities, Credit, Fixed Income, Portfolio Management, Risk Management, Microsoft Excel, Asset Managment, Wealth Accumulation, Trading, Financial Planners, Bonds, Sales, Operations Management, Writing, Entrepreneurship, Management, Radio Broadcasting, Leadership, Start-ups, Asset Management, Relationship Management, Strategic Planning, Process Improvement, Financial Planning, Team Building
Education
Drake University 1978 — 1983
BSBA, Finance, General
Urbandale High School 1975 — 1978
iHeartMedia August 2010 - Present
Ruan Transportation Management Systems November 2012 - July 2013
The Business Brokers, Inc. January 2011 - September 2011
Henderson Business Group February 2010 - December 2010
Ruan Transportation Management Systems February 2007 - June 2009
Iowa Auto Dealers Association / Hawkeye Insurance February 2006 - February 2007
Ramsey Pontiac March 2005 - February 2006
Broker Dealer Financial Services Corp. September 1998 - November 2004
Skills
Securities, Credit, Fixed Income, Portfolio Management, Risk Management, Microsoft Excel, Asset Managment, Wealth Accumulation, Trading, Financial Planners, Bonds, Sales, Operations Management, Writing, Entrepreneurship, Management, Radio Broadcasting, Leadership, Start-ups, Asset Management, Relationship Management, Strategic Planning, Process Improvement, Financial Planning, Team Building
Education
Drake University 1978 — 1983
BSBA, Finance, General
Urbandale High School 1975 — 1978
Trent Holec's Broker Dealer Financial Services Corp. Experience January 2005 - August 2011
Job Investment Product Advisor at Principal Global Investors
Industry Financial Services
Experience
Principal Global Investors August 2011 - Present
Broker Dealer Financial Services Corp. January 2005 - August 2011
Skills
Asset Management, Investments, Financial Analysis, Fixed Income, Bloomberg, RFP preparation, Asset Managment, Alternative Investments, Asset Allocation, Mutual Funds, RFP, Securities, Series 7
Education
Iowa State University
management, Business
Principal Global Investors August 2011 - Present
Broker Dealer Financial Services Corp. January 2005 - August 2011
Skills
Asset Management, Investments, Financial Analysis, Fixed Income, Bloomberg, RFP preparation, Asset Managment, Alternative Investments, Asset Allocation, Mutual Funds, RFP, Securities, Series 7
Education
Iowa State University
management, Business
Lisa Boysen's Broker Dealer Financial Services Corp. Experience July 2014 - September 2014
Job Inside Sales Representative at United Rentals Inc.
Industry Construction
Experience
United Rentals Inc. September 2014 - Present
Broker Dealer Financial Services Corp. July 2014 - September 2014
New England Financial June 2014 - July 2014
MassMutual Financial Group May 2012 - May 2014
Sherinian & Hasso Law Firm September 2011 - May 2012
Skills
Social Skills, Project Planning, Team Building, Team-oriented, Filing, Close Attention to..., Restaurants, Client Services, Administrative..., Social Media, Organization, Microsoft Office, Work Ethic, CRM, Business, Customer Service, Communication, Teamwork
Education
AIB College of Business 2013 — 2014
Bachelor of Science (BS), Business Administration
AIB College of Business 2011 — 2013
Associate in Applied Science, Business Administration - Sales and Marketing
United Rentals Inc. September 2014 - Present
Broker Dealer Financial Services Corp. July 2014 - September 2014
New England Financial June 2014 - July 2014
MassMutual Financial Group May 2012 - May 2014
Sherinian & Hasso Law Firm September 2011 - May 2012
Skills
Social Skills, Project Planning, Team Building, Team-oriented, Filing, Close Attention to..., Restaurants, Client Services, Administrative..., Social Media, Organization, Microsoft Office, Work Ethic, CRM, Business, Customer Service, Communication, Teamwork
Education
AIB College of Business 2013 — 2014
Bachelor of Science (BS), Business Administration
AIB College of Business 2011 — 2013
Associate in Applied Science, Business Administration - Sales and Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY