Bronfman E.L. Rothschild
Description
Address: 1140 6th Ave, New York, NY 10036 Phone: (888) 303-2357Place name: : : : Category: : : Hours: Website: : Website: http://www.belr.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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Bronfman E.L. Rothschild Posting publicly on the Web Write a review Reviews Be the first to review
Bronfman E.L. Rothschild List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bronfman E.L. Rothschild. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Bronfman E.L. Rothschild Employees
Employee
Years
Job
Industry
Kevin Kosgard Kevin Kosgard's Bronfman E.L. Rothschild Experience June 2013 - Present
Job Director at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2013 - Present
J.P. Morgan July 2006 - June 2013
Associated Bank 2000 - 2006
Wells Fargo May 1996 - August 2000
First Interstate Bank, AZ 1995 - 1996
Norwest Bank, AZ January 1992 - July 1995
Skills
Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 65, Investment Advisory, Wealth Management..., Trust Management, Investment Management, High Net Worth...
Education
University of Iowa 1981 — 1985
B.B.A., Finance
Bronfman E.L. Rothschild June 2013 - Present
J.P. Morgan July 2006 - June 2013
Associated Bank 2000 - 2006
Wells Fargo May 1996 - August 2000
First Interstate Bank, AZ 1995 - 1996
Norwest Bank, AZ January 1992 - July 1995
Skills
Series 7, Series 9, Series 10, Series 24, Series 53, Series 63, Series 65, Investment Advisory, Wealth Management..., Trust Management, Investment Management, High Net Worth...
Education
University of Iowa 1981 — 1985
B.B.A., Finance
Laura Barry, CFP® Laura Barry, CFP®'s Bronfman E.L. Rothschild Experience September 2011 - Present
Job Director Bronfman E.L.Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild September 2011 - Present
Make A Difference - Wisconsin January 2011 - Present
Wisconsin United Methodist Foundation 2009 - Present
Baker Tilly Virchow Krause, LLP 2004 - 2011
Allstate Insurance January 1986 - September 1995
Skills
Wealth Management, Strategic Financial..., Retirement, Finance, Financial Advisory, Financial Planning, Investment Management, Mutual Funds, Estate Planning, Leadership, Retirement Planning, Investment Strategies, Public Speaking, Personal Finance, Wealth, Credit, Coaching, Financial Planners, Program Management, Investment Advisory, Loans, Series 7, Life Transitions, Distribution Planning
Education
College for Financial Planning 1994 — 1996
Personal Financial Planning
Illinois State University 1982 — 1985
BS, Finance, Business Administration
Morton High School 1980 — 1983
Bronfman E.L. Rothschild September 2011 - Present
Make A Difference - Wisconsin January 2011 - Present
Wisconsin United Methodist Foundation 2009 - Present
Baker Tilly Virchow Krause, LLP 2004 - 2011
Allstate Insurance January 1986 - September 1995
Skills
Wealth Management, Strategic Financial..., Retirement, Finance, Financial Advisory, Financial Planning, Investment Management, Mutual Funds, Estate Planning, Leadership, Retirement Planning, Investment Strategies, Public Speaking, Personal Finance, Wealth, Credit, Coaching, Financial Planners, Program Management, Investment Advisory, Loans, Series 7, Life Transitions, Distribution Planning
Education
College for Financial Planning 1994 — 1996
Personal Financial Planning
Illinois State University 1982 — 1985
BS, Finance, Business Administration
Morton High School 1980 — 1983
Julie McDermott Julie McDermott's Bronfman E.L. Rothschild Experience August 2011 - March 2015
Job Banking Specialist at Boardman & Clark LLP
Industry Investment Management
Experience
Boardman & Clark LLP March 2015 - Present
Bronfman E.L. Rothschild August 2011 - March 2015
Associated Bank April 2010 - December 2010
JPMorgan October 2001 - October 2009
Sky Bank January 2000 - August 2001
U.S. Bank January 1996 - January 1999
Monona State Bank January 1992 - January 1996
Skills
Loans, Credit, Customer Service, Underwriting, Commercial Lending, Financial Analysis, Loan Servicing, Leadership, Analysis, Credit Analysis, Banking, Risk Management
Education
Lakeland College 2005 — 2007
Bachelors, Business Administration
Madison Area Technical College 1992 — 1996
Associate's Degree, Finance
Sun Prairie High School 1987 — 1991
High School
Boardman & Clark LLP March 2015 - Present
Bronfman E.L. Rothschild August 2011 - March 2015
Associated Bank April 2010 - December 2010
JPMorgan October 2001 - October 2009
Sky Bank January 2000 - August 2001
U.S. Bank January 1996 - January 1999
Monona State Bank January 1992 - January 1996
Skills
Loans, Credit, Customer Service, Underwriting, Commercial Lending, Financial Analysis, Loan Servicing, Leadership, Analysis, Credit Analysis, Banking, Risk Management
Education
Lakeland College 2005 — 2007
Bachelors, Business Administration
Madison Area Technical College 1992 — 1996
Associate's Degree, Finance
Sun Prairie High School 1987 — 1991
High School
Jennifer Ruppel Jennifer Ruppel's Bronfman E.L. Rothschild Experience November 2013 - Present
Job Marketing
Industry Marketing and Advertising
Experience
Bronfman E.L. Rothschild November 2013 - Present
Baker Tilly Virchow Krause, LLP August 2012 - October 2013
TDS Telecommunications Corp. October 2008 - August 2012
Manpower April 2008 - October 2008
Runzheimer International January 2006 - March 2008
Western Snowplow / Douglas Dynamics May 2000 - January 2006
UPS May 1995 - May 2000
Kewaunee Nuclear Power Plant 1992 - 1995
Skills
Marketing Communications, Marketing, Advertising, Strategic Communications, Public Relations, Trade Show Strategy, Graphic Design, Change Management..., Project Management, Website Development, Website Development..., Web Design, Web Development, Direct Marketing, Digital Marketing, Digital Campaign..., Change Management, Brand Development, Strategy, Marketing Strategy, Strategic Planning, Lead Generation, Product Marketing, Account Management, Cross-functional Team..., Business Development, Creative Direction, Leadership, Training, Internal Communications, Social Media, Marketing Management, Email Marketing, Social Media Marketing, Proposal Writing, Corporate Communications, CRM, B2B Marketing, Sales Management, Online Marketing, Management, Integrated Marketing, Market Research, Competitive Analysis, Team Leadership, B2B, Social Networking, Trade Shows, Salesforce.com, Copywriting
Education
University of Wisconsin-Platteville
Master's Degree, Project Management
Ottawa University 2004 — 2005
BA, Business Management/Marketing
Ottawa University 2004 — 2005
BA, Psychology
University of Wisconsin-Whitewater 1992 — 1995
Business/Commerce
Washington High School 1989 — 1992
Bronfman E.L. Rothschild November 2013 - Present
Baker Tilly Virchow Krause, LLP August 2012 - October 2013
TDS Telecommunications Corp. October 2008 - August 2012
Manpower April 2008 - October 2008
Runzheimer International January 2006 - March 2008
Western Snowplow / Douglas Dynamics May 2000 - January 2006
UPS May 1995 - May 2000
Kewaunee Nuclear Power Plant 1992 - 1995
Skills
Marketing Communications, Marketing, Advertising, Strategic Communications, Public Relations, Trade Show Strategy, Graphic Design, Change Management..., Project Management, Website Development, Website Development..., Web Design, Web Development, Direct Marketing, Digital Marketing, Digital Campaign..., Change Management, Brand Development, Strategy, Marketing Strategy, Strategic Planning, Lead Generation, Product Marketing, Account Management, Cross-functional Team..., Business Development, Creative Direction, Leadership, Training, Internal Communications, Social Media, Marketing Management, Email Marketing, Social Media Marketing, Proposal Writing, Corporate Communications, CRM, B2B Marketing, Sales Management, Online Marketing, Management, Integrated Marketing, Market Research, Competitive Analysis, Team Leadership, B2B, Social Networking, Trade Shows, Salesforce.com, Copywriting
Education
University of Wisconsin-Platteville
Master's Degree, Project Management
Ottawa University 2004 — 2005
BA, Business Management/Marketing
Ottawa University 2004 — 2005
BA, Psychology
University of Wisconsin-Whitewater 1992 — 1995
Business/Commerce
Washington High School 1989 — 1992
Bruce Laning's Bronfman E.L. Rothschild Experience June 2014 - Present
Job Managing Director & Principal at Bronfman E.L. Rothschild
Industry Investment Management
Experience
Bronfman E.L. Rothschild June 2014 - Present
Valparaiso University January 2007 - Present
Baker Tilly Investment Advisors, LP February 2012 - May 2013
Baker Tilly February 2012 - May 2013
Marietta Investment Partners February 2001 - February 2012
Milwaukee Symphony Orchestra 1999 - 2012
US Bank 1989 - 2001
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Marketing, Finance
Valparaiso University 1977 — 1981
BS Business Administration, FInance, marketing
Bronfman E.L. Rothschild June 2014 - Present
Valparaiso University January 2007 - Present
Baker Tilly Investment Advisors, LP February 2012 - May 2013
Baker Tilly February 2012 - May 2013
Marietta Investment Partners February 2001 - February 2012
Milwaukee Symphony Orchestra 1999 - 2012
US Bank 1989 - 2001
Education
Northwestern University - Kellogg School of Management 1986 — 1988
MM, Marketing, Finance
Valparaiso University 1977 — 1981
BS Business Administration, FInance, marketing
Grant Ruder, CFP® Grant Ruder, CFP®'s Bronfman E.L. Rothschild Experience August 2015 - Present
Job Director at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management December 2014 - Present
Highline Wealth Management January 2012 - Present
Highline Wealth Management January 2010 - December 2011
Highline Wealth Management July 2007 - December 2009
Education
James Madison University 2003 — 2007
BBA, Finance, Economics
James Madison University - College of Business 2003 — 2007
Bachelor of Business Administration, Finance, Economics
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management December 2014 - Present
Highline Wealth Management January 2012 - Present
Highline Wealth Management January 2010 - December 2011
Highline Wealth Management July 2007 - December 2009
Education
James Madison University 2003 — 2007
BBA, Finance, Economics
James Madison University - College of Business 2003 — 2007
Bachelor of Business Administration, Finance, Economics
Dmitriy Katsnelson Dmitriy Katsnelson's Bronfman E.L. Rothschild Experience June 2015 - Present
Job
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2015 - Present
LPL Financial (formerly Fortigent LLC) June 2014 - May 2015
Fortigent, LLC January 2007 - June 2014
Lydian Wealth Management (became Fortigent LLC) August 2005 - January 2007
Harley-Davidson Motor Company June 2001 - February 2002
Merrill Lynch September 1999 - June 2000
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Due Diligence, Alternative Investments, Analysis, Fixed Income, Financial Analysis, Hedge Funds, Wealth Management, Financial Modeling, Bloomberg, Asset Management
Education
University of Maryland College Park 2003 — 2004
BS
Drexel University 2000 — 2002
BS
Bronfman E.L. Rothschild June 2015 - Present
LPL Financial (formerly Fortigent LLC) June 2014 - May 2015
Fortigent, LLC January 2007 - June 2014
Lydian Wealth Management (became Fortigent LLC) August 2005 - January 2007
Harley-Davidson Motor Company June 2001 - February 2002
Merrill Lynch September 1999 - June 2000
Skills
Equities, Portfolio Management, Asset Allocation, Investments, Mutual Funds, Due Diligence, Alternative Investments, Analysis, Fixed Income, Financial Analysis, Hedge Funds, Wealth Management, Financial Modeling, Bloomberg, Asset Management
Education
University of Maryland College Park 2003 — 2004
BS
Drexel University 2000 — 2002
BS
Corey A. Purkat, CFP®, AIF®'s Bronfman E.L. Rothschild Experience March 2015 - Present
Job Retirement Plan Consultant | Wealth Advisor
Industry Financial Services
Experience
Bronfman E.L. Rothschild March 2015 - Present
Transamerica Financial Advisors, Inc. May 2013 - March 2015
Securian Financial Group March 2012 - April 2013
ADP, Inc. January 2008 - March 2012
Skills
401k, Investments, Strategic Financial..., RFP, Simple IRA, Networking, 403 b, RPAG, Small and Mid Size..., Mutual Funds, Creative Solutions, Cash Balance
Education
Oklahoma State University 2010 — 2013
Masters, Financial Planning
Winona State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Bronfman E.L. Rothschild March 2015 - Present
Transamerica Financial Advisors, Inc. May 2013 - March 2015
Securian Financial Group March 2012 - April 2013
ADP, Inc. January 2008 - March 2012
Skills
401k, Investments, Strategic Financial..., RFP, Simple IRA, Networking, 403 b, RPAG, Small and Mid Size..., Mutual Funds, Creative Solutions, Cash Balance
Education
Oklahoma State University 2010 — 2013
Masters, Financial Planning
Winona State University 2003 — 2007
Bachelor of Science (B.S.), Finance
Jennifer Pomrening, RPA's Bronfman E.L. Rothschild Experience January 2006 - Present
Job Manager at Bronfman E.L. Rothschild
Industry Accounting
Experience
Bronfman E.L. Rothschild January 2006 - Present
M&I Institutional Trust Services August 2001 - January 2006
Thrivent Financial for Lutherans June 1997 - August 2001
Skills
Retirement Planning, Accounting, 401k, Retirement, Employee Benefits, Mutual Funds, Qualified Retirement..., Strategic Financial..., Pensions, Investments, Finance, Tax, Auditing, Insurance, Financial Analysis
Education
Lakeland College
Bachelor of Arts, Business and Marketing
Bronfman E.L. Rothschild January 2006 - Present
M&I Institutional Trust Services August 2001 - January 2006
Thrivent Financial for Lutherans June 1997 - August 2001
Skills
Retirement Planning, Accounting, 401k, Retirement, Employee Benefits, Mutual Funds, Qualified Retirement..., Strategic Financial..., Pensions, Investments, Finance, Tax, Auditing, Insurance, Financial Analysis
Education
Lakeland College
Bachelor of Arts, Business and Marketing
Brent Katterheinrich Brent Katterheinrich's Bronfman E.L. Rothschild Experience June 2014 - Present
Job Client Support Coordinator at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2014 - Present
J.P. Morgan December 2012 - June 2014
Ameriprise Financial Services, Inc September 2004 - December 2012
Education
Eastern Illinois University
Bachelor of Science, Economics
Bronfman E.L. Rothschild June 2014 - Present
J.P. Morgan December 2012 - June 2014
Ameriprise Financial Services, Inc September 2004 - December 2012
Education
Eastern Illinois University
Bachelor of Science, Economics
Myka Bradley Myka Bradley's Bronfman E.L. Rothschild Experience August 2015 - Present
Job Associate Wealth Advisor at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management September 2014 - August 2015
Sage Advisory January 2013 - May 2014
Charles Schwab February 2012 - January 2013
Wells Fargo Bank April 2008 - October 2008
Education
Texas Tech University 2007 — 2011
Bachelor, Personal Financial Planning
Maren Bogard Maren Bogard's Bronfman E.L. Rothschild Experience March 2014 - March 2015
Job Business Analyst at ACUITY, A Mutual Insurance Company
Industry Marketing and Advertising
Experience
Bronfman E.L. Rothschild March 2014 - March 2015
Barnes & Noble October 2013 - January 2014
Kohler Co. June 2013 - August 2013
Mover's & Shakers/Scentualities May 2013 - June 2013
Village of Kohler Recreation Department July 2012 - August 2012
Family Video August 2011 - August 2012
Best Buy September 2010 - June 2011
Skills
Facebook, Time Management, Social Networking, Leadership, Retail, Merchandising, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Communication Skills, Organization, Teamwork, Grammar, Customer Service, Microsoft Office, Inventory Management, Marketing, Market Research, Competitive Analysis, Rebranding, Corporate Branding
Education
University of Wisconsin-Milwaukee 2011 — 2015
Bachelor's Degree, Finance and Marketing
Novancia Business School Paris
Study Abroad Immersion in European Business
Kohler High School
High School
Bronfman E.L. Rothschild March 2014 - March 2015
Barnes & Noble October 2013 - January 2014
Kohler Co. June 2013 - August 2013
Mover's & Shakers/Scentualities May 2013 - June 2013
Village of Kohler Recreation Department July 2012 - August 2012
Family Video August 2011 - August 2012
Best Buy September 2010 - June 2011
Skills
Facebook, Time Management, Social Networking, Leadership, Retail, Merchandising, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Communication Skills, Organization, Teamwork, Grammar, Customer Service, Microsoft Office, Inventory Management, Marketing, Market Research, Competitive Analysis, Rebranding, Corporate Branding
Education
University of Wisconsin-Milwaukee 2011 — 2015
Bachelor's Degree, Finance and Marketing
Novancia Business School Paris
Study Abroad Immersion in European Business
Kohler High School
High School
Barbara Sager, CFP®,CRPC®'s Bronfman E.L. Rothschild Experience September 2013 - June 2015
Job Financial Consultant at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors June 2015 - Present
Bronfman E.L. Rothschild September 2013 - June 2015
Charles Schwab November 1999 - September 2013
Skills
Series 7, Series 65, Relationship Management, Certified Financial..., Wealth Management, ETFs, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Investments, Retirement, Investment Advisory, Financial Advisory, Personal Financial..., Financial Planning
Education
Minot State University
Bachelor of Arts Degree, Marketing and Management double major
Wells Fargo Advisors June 2015 - Present
Bronfman E.L. Rothschild September 2013 - June 2015
Charles Schwab November 1999 - September 2013
Skills
Series 7, Series 65, Relationship Management, Certified Financial..., Wealth Management, ETFs, High Net Worth..., Mutual Funds, Retirement Planning, Asset Allocation, Investments, Retirement, Investment Advisory, Financial Advisory, Personal Financial..., Financial Planning
Education
Minot State University
Bachelor of Arts Degree, Marketing and Management double major
Heath Moore's Bronfman E.L. Rothschild Experience June 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2014 - Present
Waddell & Reed January 2012 - June 2014
Anaala Salon & Spa August 2006 - January 2012
Skills
Social Media, Marketing, Strategic Planning, Customer Service, Financial Planning, Investments, Retirement Planning, Social Media Marketing, Public Speaking, Advertising, Employee Benefits, Marketing Strategy, Event Planning, Marketing Communications, Nonprofits, Team Building, Project Management, Life Insurance, Disability Insurance, Series 7, series 66, Licensed Life & Health...
Education
Clemson University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Bronfman E.L. Rothschild June 2014 - Present
Waddell & Reed January 2012 - June 2014
Anaala Salon & Spa August 2006 - January 2012
Skills
Social Media, Marketing, Strategic Planning, Customer Service, Financial Planning, Investments, Retirement Planning, Social Media Marketing, Public Speaking, Advertising, Employee Benefits, Marketing Strategy, Event Planning, Marketing Communications, Nonprofits, Team Building, Project Management, Life Insurance, Disability Insurance, Series 7, series 66, Licensed Life & Health...
Education
Clemson University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Robin Dobbs's Bronfman E.L. Rothschild Experience August 2015 - Present
Job Wealth Advisor at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management June 2014 - July 2015
Highline Wealth Management January 2012 - June 2014
Highline Wealth Management June 2008 - December 2011
Household Title & Escrow, LLC October 2005 - June 2008
Education
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance, General
Bronfman E.L. Rothschild August 2015 - Present
Highline Wealth Management June 2014 - July 2015
Highline Wealth Management January 2012 - June 2014
Highline Wealth Management June 2008 - December 2011
Household Title & Escrow, LLC October 2005 - June 2008
Education
University of Florida 2001 — 2005
Bachelor of Science (BS), Finance, General
John Richards, CFA's Bronfman E.L. Rothschild Experience June 2014 - Present
Job Manager at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild June 2014 - Present
Baker Tilly Investment Advisors, LP June 2007 - June 2014
Skills
Asset Management, Investments, Asset Allocation, 401k, Retirement Planning, Series 7, Valuation, Financial Analysis, Mutual Funds, Wealth Management, Financial Modeling, Investment Strategies, Series 63, Strategic Financial...
Education
St. Norbert College 2003 — 2007
Bachelor's Degree, Accounting
Bronfman E.L. Rothschild June 2014 - Present
Baker Tilly Investment Advisors, LP June 2007 - June 2014
Skills
Asset Management, Investments, Asset Allocation, 401k, Retirement Planning, Series 7, Valuation, Financial Analysis, Mutual Funds, Wealth Management, Financial Modeling, Investment Strategies, Series 63, Strategic Financial...
Education
St. Norbert College 2003 — 2007
Bachelor's Degree, Accounting
Ashley Iddings's Bronfman E.L. Rothschild Experience July 2015 - Present
Job Director & Principal at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild July 2015 - Present
Highline Wealth Management January 2010 - July 2015
Highline Wealth Management February 2008 - January 2010
Convergent Wealth Advisors 2001 - 2007
PwC 2000 - 2001
Education
American University - Kogod School of Business 1996 — 2000
BSBA, Accounting
Bronfman E.L. Rothschild July 2015 - Present
Highline Wealth Management January 2010 - July 2015
Highline Wealth Management February 2008 - January 2010
Convergent Wealth Advisors 2001 - 2007
PwC 2000 - 2001
Education
American University - Kogod School of Business 1996 — 2000
BSBA, Accounting
Dale Schumacher, AIF, CEBS, ISCEBS Fellow,RPA's Bronfman E.L. Rothschild Experience October 2007 - January 2015
Job Retirement Plan Consultant at Ahmann Martin Financial Services
Industry Financial Services
Experience
Ahmann Martin Financial Services January 2015 - Present
Bronfman E.L. Rothschild October 2007 - January 2015
Great-West Retirement Services March 2007 - September 2007
US Bank 1981 - 2007
U.S. Bank 1981 - 2007
Skills
Retirement Planning, Wealth Management, Investment Advisory, Sales, Pensions, Finance, Financial Services, Employee Benefits, Investments, Relationship Management, 401k, Leadership, Retirement, Business Planning, CRM, Financial Advisory, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Series 7, Asset Allocation, Investment Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1977 — 1986
BSB and MBA, Finance
Ahmann Martin Financial Services January 2015 - Present
Bronfman E.L. Rothschild October 2007 - January 2015
Great-West Retirement Services March 2007 - September 2007
US Bank 1981 - 2007
U.S. Bank 1981 - 2007
Skills
Retirement Planning, Wealth Management, Investment Advisory, Sales, Pensions, Finance, Financial Services, Employee Benefits, Investments, Relationship Management, 401k, Leadership, Retirement, Business Planning, CRM, Financial Advisory, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Series 7, Asset Allocation, Investment Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1977 — 1986
BSB and MBA, Finance
Robert Cron's Bronfman E.L. Rothschild Experience June 2014 - Present
Job Senior Portfolio Manager Bronfman E.L. Rothschild, LP formerly Baker Tilly Investment Advisors, LLC.
Industry Investment Management
Experience
Bronfman E.L. Rothschild June 2014 - Present
Folds of Honor-Minnesota July 2014 - Present
Baker Tilly Investment Advisors, LP May 2007 - June 2014
US Bank July 1996 - May 2007
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investment Management, Asset Managment, Finance, Investment Strategies, Financial Services, Estate Planning, Management, Strategic Financial..., Wealth, High Net Worth..., Investment Advisory, Series 7, 401k, Wealth Management..., Asset Allocation
Education
St. John's University 1979 — 1984
BA Government, Government
Benilde-St. Margaret's 1975 — 1979
Bronfman E.L. Rothschild June 2014 - Present
Folds of Honor-Minnesota July 2014 - Present
Baker Tilly Investment Advisors, LP May 2007 - June 2014
US Bank July 1996 - May 2007
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Investment Management, Asset Managment, Finance, Investment Strategies, Financial Services, Estate Planning, Management, Strategic Financial..., Wealth, High Net Worth..., Investment Advisory, Series 7, 401k, Wealth Management..., Asset Allocation
Education
St. John's University 1979 — 1984
BA Government, Government
Benilde-St. Margaret's 1975 — 1979
Andrea Schilling, QKA's Bronfman E.L. Rothschild Experience May 2013 - Present
Job Manager at Bronfman E.L. Rothschild
Industry Financial Services
Experience
Bronfman E.L. Rothschild May 2013 - Present
Baker Tilly Virchow Krause, LLP September 2004 - May 2013
Benefit Administration, Inc. April 2002 - September 2004
Skills
401k, Qualified Retirement..., ERISA, Retirement, Retirement Planning, Pensions, Employee Benefits, Retirement Plan..., Retirement Savings, Profit Sharing, Defined Contribution, 401k Rollovers
Education
Purdue University 1999 — 2001
BS, Management
Fox Valley Technical College 1996 — 1998
Associate's degree, Marketing
Bronfman E.L. Rothschild May 2013 - Present
Baker Tilly Virchow Krause, LLP September 2004 - May 2013
Benefit Administration, Inc. April 2002 - September 2004
Skills
401k, Qualified Retirement..., ERISA, Retirement, Retirement Planning, Pensions, Employee Benefits, Retirement Plan..., Retirement Savings, Profit Sharing, Defined Contribution, 401k Rollovers
Education
Purdue University 1999 — 2001
BS, Management
Fox Valley Technical College 1996 — 1998
Associate's degree, Marketing