Cetera Investment Services
Industry: Company
DescriptionHeadquarters: St. Cloud, MN Founded: 1984 Subsidiaries: Bancnorth Investment Group, Inc., Parent organization: Cetera Financial Group
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Cetera Investment Services Employees
Employee
Years
Job
Industry
Nicole Bauer Nicole Bauer's Cetera Investment Services Experience October 2014 - Present
Job Sr. Commissions Coordinator at Cetera Financial Group
Industry Financial Services
Experience
Cetera Investment Services October 2014 - Present
Quad/Graphics 2007 - Present
Stearns Bank N.A. 2003 - 2007
U.S. Bank 2002 - 2003
U.S. Bank 1999 - 2002
Skills
Finance, Project Management, Customer Service, Continuous Improvement, Six Sigma, Cross-functional Team..., Data Entry, Compliance, Organization, Event Planning, Leadership, Accounting
Education
St. Cloud State University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southwest Minnesota State University, Marshall MN 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Cetera Investment Services October 2014 - Present
Quad/Graphics 2007 - Present
Stearns Bank N.A. 2003 - 2007
U.S. Bank 2002 - 2003
U.S. Bank 1999 - 2002
Skills
Finance, Project Management, Customer Service, Continuous Improvement, Six Sigma, Cross-functional Team..., Data Entry, Compliance, Organization, Event Planning, Leadership, Accounting
Education
St. Cloud State University 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Southwest Minnesota State University, Marshall MN 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Heather Johnson, AIF Heather Johnson, AIF's Cetera Investment Services Experience August 2011 - April 2013
Job Account Executive at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group May 2013 - Present
Cetera Investment Services August 2011 - April 2013
HAJ Companies, Inc. 2011 - April 2013
The KNW Group 2006 - 2010
Principal Financial Group 1997 - 2006
Skills
Defined Benefit, Defined Contribution, Profit Sharing
Education
Central College 1992 — 1996
Bachelor of Arts, English
SageView Advisory Group May 2013 - Present
Cetera Investment Services August 2011 - April 2013
HAJ Companies, Inc. 2011 - April 2013
The KNW Group 2006 - 2010
Principal Financial Group 1997 - 2006
Skills
Defined Benefit, Defined Contribution, Profit Sharing
Education
Central College 1992 — 1996
Bachelor of Arts, English
Cary Cheung Cary Cheung's Cetera Investment Services Experience May 2011 - May 2013
Job Regional Vice President at Incapital LLC.
Industry Financial Services
Experience
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Incapital January 2015 - Present
Annuity Marketing Services June 2014 - January 2015
CD Funding Group May 2013 - June 2014
Cathay Bank May 2011 - May 2013
Cetera Investment Services May 2011 - May 2013
Doc Popcorn November 2009 - May 2013
WaMu Investments Inc. January 2005 - June 2009
LPL February 2006 - August 2006
ING Advisors Network November 2000 - January 2005
GunnAllen Financial September 1998 - January 2000
Skills
Investments, Securities, Series 7, Mutual Funds, Series 63, Risk Management, Equities, Banking, Portfolio Management, Financial Services, Asset Management, Wealth Management, Strategic Financial..., Financial Analysis, Retail, Finance, Relationship Management, Retirement Planning, Investment Advisory, Fixed Income, Trading, Fixed Annuities, Alternative Investments, FINRA, Options, Series 24, Small Business, Series 65, Investment Management, Business Planning
Education
University of Phoenix
BS, Business Management
Rowland High School
Zach Swenson Zach Swenson's Cetera Investment Services Experience December 2013 - Present
Job Stock Analyst at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services December 2013 - Present
Wells Fargo Home Mortgage July 2013 - December 2013
City of Chanhassen May 2011 - July 2013
Players Only, Inc. May 2010 - September 2010
Pauly's American Grill October 2006 - January 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Investments, Event Planning, Social Media, Research, Team Building, Strategic Planning, Leadership, Economic Research, Emotional Intelligence, Critical Thinking
Education
St. Cloud State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Chaska High School 2005 — 2009
Cetera Investment Services December 2013 - Present
Wells Fargo Home Mortgage July 2013 - December 2013
City of Chanhassen May 2011 - July 2013
Players Only, Inc. May 2010 - September 2010
Pauly's American Grill October 2006 - January 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Investments, Event Planning, Social Media, Research, Team Building, Strategic Planning, Leadership, Economic Research, Emotional Intelligence, Critical Thinking
Education
St. Cloud State University 2009 — 2013
Bachelor of Science (BS), Finance, General
Chaska High School 2005 — 2009
Chris Rhyner Chris Rhyner's Cetera Investment Services Experience February 2015 - Present
Job
Industry Financial Services
Experience
Cetera Investment Services February 2015 - Present
Gogebic Range Bank November 2014 - Present
New York Life Insurance Company April 2013 - Present
Source Code Systems L.L.C. March 2008 - June 2013
Little Green FileRoom™ March 2008 - January 2013
Remax First LLC March 2004 - January 2008
Wisconsin Fulfillment and Design / Wisconsin River Packaging Group January 2001 - March 2004
Best Buy May 1999 - December 2003
Fiskars January 1999 - January 2001
Lori Knapp Inc February 1998 - December 1999
Skills
Integrity, Selling, Sales, Networking
Education
Northland College 1997 — 1999
Bachelor's Degree, Business Economics, Business Administration Emphasis
Nicolet Area Technical College 1995 — 1997
Associate's Of Arts Degree
Lakeland Union High School 1992 — 1995
High School Diploma
Cetera Investment Services February 2015 - Present
Gogebic Range Bank November 2014 - Present
New York Life Insurance Company April 2013 - Present
Source Code Systems L.L.C. March 2008 - June 2013
Little Green FileRoom™ March 2008 - January 2013
Remax First LLC March 2004 - January 2008
Wisconsin Fulfillment and Design / Wisconsin River Packaging Group January 2001 - March 2004
Best Buy May 1999 - December 2003
Fiskars January 1999 - January 2001
Lori Knapp Inc February 1998 - December 1999
Skills
Integrity, Selling, Sales, Networking
Education
Northland College 1997 — 1999
Bachelor's Degree, Business Economics, Business Administration Emphasis
Nicolet Area Technical College 1995 — 1997
Associate's Of Arts Degree
Lakeland Union High School 1992 — 1995
High School Diploma
Tina Barber Tina Barber's Cetera Investment Services Experience 1999 - Present
Job Project Analyst at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services 1999 - Present
Skills
Process Improvement, Financial Services, Business Process..., Investments, Analysis, Management
Education
St. Cloud State University 1992 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Cetera Investment Services 1999 - Present
Skills
Process Improvement, Financial Services, Business Process..., Investments, Analysis, Management
Education
St. Cloud State University 1992 — 1998
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Curin Romich Curin Romich's Cetera Investment Services Experience June 2014 - Present
Job Licensed Sales Associate at Investment Professionals, Inc.
Industry Financial Services
Experience
Cetera Investment Services June 2014 - Present
Investment Professionals, Inc. December 2012 - June 2014
Customers Bank October 2010 - December 2012
National Penn September 2008 - October 2010
Skills
Sales, Loans, Banking, Commercial Lending, Small Business Lending, Retail Banking, Series 63, Investments, Customer Service, Financial Services, Mutual Funds, Cross Selling, Coaching, Recruiting, Loan Origination, Branch Management, Microsoft Office, Public Relations, Microsoft Word
Education
Kutztown University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), Communication and Public Relations
Oley Valley High School 1994 — 1998
Cetera Investment Services June 2014 - Present
Investment Professionals, Inc. December 2012 - June 2014
Customers Bank October 2010 - December 2012
National Penn September 2008 - October 2010
Skills
Sales, Loans, Banking, Commercial Lending, Small Business Lending, Retail Banking, Series 63, Investments, Customer Service, Financial Services, Mutual Funds, Cross Selling, Coaching, Recruiting, Loan Origination, Branch Management, Microsoft Office, Public Relations, Microsoft Word
Education
Kutztown University of Pennsylvania 1998 — 2002
Bachelor of Arts (BA), Communication and Public Relations
Oley Valley High School 1994 — 1998
Tricia Jurek Tricia Jurek's Cetera Investment Services Experience July 2011 - January 2013
Job Product Manager at Spectranetics
Industry Medical Devices
Experience
Spectranetics June 2013 - Present
Cetera Investment Services July 2011 - January 2013
Cetera Investment Services January 2008 - July 2011
St. Cloud Podiatry Clinic January 2006 - January 2008
Skills
Medical Devices, Product Management, Market Research, Marketing Strategy, Financial Analysis, Forecasting, Marketing Communications, Training, Microsoft Excel, PowerPoint
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor of Arts (BA), Economics, Minors in International Relations and Spanish
Spectranetics June 2013 - Present
Cetera Investment Services July 2011 - January 2013
Cetera Investment Services January 2008 - July 2011
St. Cloud Podiatry Clinic January 2006 - January 2008
Skills
Medical Devices, Product Management, Market Research, Marketing Strategy, Financial Analysis, Forecasting, Marketing Communications, Training, Microsoft Excel, PowerPoint
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
St. Cloud State University
Bachelor of Arts (BA), Economics, Minors in International Relations and Spanish
Jason Strandberg Jason Strandberg's Cetera Investment Services Experience February 2013 - Present
Job Financial Advisor
Industry Investment Management
Experience
Cetera Investment Services February 2013 - Present
U.S. Bancorp Investments, Inc. January 2005 - February 2013
Skills
Wealth Management, Retirement Income..., Financial Planning, Investments, Asset Management, Investment Management, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution
Education
Boston University
Certificate in Financial Planning, Financial Planning and Services
Southeastern Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Cetera Investment Services February 2013 - Present
U.S. Bancorp Investments, Inc. January 2005 - February 2013
Skills
Wealth Management, Retirement Income..., Financial Planning, Investments, Asset Management, Investment Management, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution
Education
Boston University
Certificate in Financial Planning, Financial Planning and Services
Southeastern Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
Kevin Larson Kevin Larson's Cetera Investment Services Experience October 2014 - Present
Job Chief Compliance Officer at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services October 2014 - Present
Fintegra June 2007 - October 2014
Thrivent Financial 1995 - 2007
Skills
Investment Advisory, Series 24, Securities, Mutual Funds, Series 7, AML, Compliance, Risk Management, Registered Investment..., FINRA, Investments, Wealth Management, Retirement Planning, series 53, Series 66, Retail Brokerage, CCO
Education
St. Cloud State University 1987 — 1991
Bachelor of Science (BS), Marketing
Cetera Investment Services October 2014 - Present
Fintegra June 2007 - October 2014
Thrivent Financial 1995 - 2007
Skills
Investment Advisory, Series 24, Securities, Mutual Funds, Series 7, AML, Compliance, Risk Management, Registered Investment..., FINRA, Investments, Wealth Management, Retirement Planning, series 53, Series 66, Retail Brokerage, CCO
Education
St. Cloud State University 1987 — 1991
Bachelor of Science (BS), Marketing
Brent Bonner Brent Bonner's Cetera Investment Services Experience April 2013 - April 2014
Job Storm Lake President at Northwest Bank
Industry Financial Services
Experience
Northwest Bank April 2014 - Present
Cetera Investment Services April 2013 - April 2014
Iowa Falls State Bank February 2002 - April 2014
Education
Iowa State University 1997 — 2001
Agricultural Business,, International Agriculture
IBA Commercial lending school
IBA Commercial lending school
Northwest Bank April 2014 - Present
Cetera Investment Services April 2013 - April 2014
Iowa Falls State Bank February 2002 - April 2014
Education
Iowa State University 1997 — 2001
Agricultural Business,, International Agriculture
IBA Commercial lending school
IBA Commercial lending school
Deborah Marsh Deborah Marsh's Cetera Investment Services Experience October 2009 - Present
Job Vice President, Century Bank & Trust
Industry Financial Services
Experience
Cetera Investment Services October 2009 - Present
Century Bank & Trust October 2009 - Present
McIntosh Financial Services, Inc. 1996 - 2009
Laughlin Group Advisers 1995 - 1996
Prudential Insurance 1993 - 1995
Skills
Enjoy helping clients..., Enjoy writing., Enjoy building..., Financial Services, Life Insurance, Insurance, Bonds, Finance, 401k, IRAs, Long Term Care Insurance, Stocks, Series 7, Retirement Planning, Wealth Management, Series 63, Retirement, Equities, Portfolio Management
Education
Cannon Financial Institute 2010 — 2013
Accredited Fiduciary Investment Manager
The University of Georgia 1976 — 1979
Bachelor of Business Administration (BBA), Real Estate Major
Stratford Academy, Macon, GA 1971 — 1976
Cetera Investment Services October 2009 - Present
Century Bank & Trust October 2009 - Present
McIntosh Financial Services, Inc. 1996 - 2009
Laughlin Group Advisers 1995 - 1996
Prudential Insurance 1993 - 1995
Skills
Enjoy helping clients..., Enjoy writing., Enjoy building..., Financial Services, Life Insurance, Insurance, Bonds, Finance, 401k, IRAs, Long Term Care Insurance, Stocks, Series 7, Retirement Planning, Wealth Management, Series 63, Retirement, Equities, Portfolio Management
Education
Cannon Financial Institute 2010 — 2013
Accredited Fiduciary Investment Manager
The University of Georgia 1976 — 1979
Bachelor of Business Administration (BBA), Real Estate Major
Stratford Academy, Macon, GA 1971 — 1976
Jeffrey Geiling's Cetera Investment Services Experience February 2015 - Present
Job Banking Center Manager at The Provident Bank
Industry Banking
Experience
Cetera Investment Services February 2015 - Present
The Provident Bank July 2013 - Present
TD March 2004 - July 2013
TrustCompany Bank November 2001 - March 2004
Skills
Sales Management, Loan Origination, Customer Service, Budgets, Strategic Planning, Banking, Retail Banking, Retail Bank Management, Financial Services, Coaching, Sales Coaching, Sales Development, Sales Operations, Team Building, Team Leadership, Performance Management, Budget Analysis, Budget Management, Revenue & Profit Growth, Loans, Loan Servicing, Consumer Lending, Residential Mortgages, Home Equity Loans, Customer Relations, Customer Retention, Long Term Business..., Community Relationship..., Leadership, Retail, Management, Small Business, Sales, Financial Analysis, Cross Selling, Mortgage Lending, Lines Of Credit, Credit, Commercial Banking, Small Business Lending, Commercial Lending, Relationship Management
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelor of Arts, Communications
Valley Forge Military Academy & College 1993 — 1997
High School Diploma
Cetera Investment Services February 2015 - Present
The Provident Bank July 2013 - Present
TD March 2004 - July 2013
TrustCompany Bank November 2001 - March 2004
Skills
Sales Management, Loan Origination, Customer Service, Budgets, Strategic Planning, Banking, Retail Banking, Retail Bank Management, Financial Services, Coaching, Sales Coaching, Sales Development, Sales Operations, Team Building, Team Leadership, Performance Management, Budget Analysis, Budget Management, Revenue & Profit Growth, Loans, Loan Servicing, Consumer Lending, Residential Mortgages, Home Equity Loans, Customer Relations, Customer Retention, Long Term Business..., Community Relationship..., Leadership, Retail, Management, Small Business, Sales, Financial Analysis, Cross Selling, Mortgage Lending, Lines Of Credit, Credit, Commercial Banking, Small Business Lending, Commercial Lending, Relationship Management
Education
Bloomsburg University of Pennsylvania 1997 — 2001
Bachelor of Arts, Communications
Valley Forge Military Academy & College 1993 — 1997
High School Diploma
LeAnn Rummel LeAnn Rummel's Cetera Investment Services Experience February 1992 - Present
Job EVP, National Sales Manager at Cetera Investment Services LLC
Industry Financial Services
Experience
Cetera Investment Services February 1992 - Present
Skills
Financial Services, Securities, Investments, Series 7, Product Management, Insurance, Sales Management, Investment Advisory, Account Management, Series 63, Customer Service, Series 24, Mutual Funds, Wealth Management, Series 65, Fixed Annuities, Retirement, Sales, Series 6, Variable Annuities, Investment Strategies, Wealth, Relationship Management, Retirement Planning, FINRA, Financial Advisory, ETFs, Customer Relations, Leadership, Strategic Planning, 401k, Asset Allocation, Bonds, Life Insurance, Training, Strategic Financial..., Marketing Strategy, Salesforce.com, IRAs, Banking, Portfolio Management, Management, Process Improvement, Product Development, Separately Managed..., Sales Operations, Team Building, New Business Development, Financial Analysis, Long Term Care Insurance
Education
Iowa State University
Bachelor of Science, Business Admin & Marketing
Cetera Investment Services February 1992 - Present
Skills
Financial Services, Securities, Investments, Series 7, Product Management, Insurance, Sales Management, Investment Advisory, Account Management, Series 63, Customer Service, Series 24, Mutual Funds, Wealth Management, Series 65, Fixed Annuities, Retirement, Sales, Series 6, Variable Annuities, Investment Strategies, Wealth, Relationship Management, Retirement Planning, FINRA, Financial Advisory, ETFs, Customer Relations, Leadership, Strategic Planning, 401k, Asset Allocation, Bonds, Life Insurance, Training, Strategic Financial..., Marketing Strategy, Salesforce.com, IRAs, Banking, Portfolio Management, Management, Process Improvement, Product Development, Separately Managed..., Sales Operations, Team Building, New Business Development, Financial Analysis, Long Term Care Insurance
Education
Iowa State University
Bachelor of Science, Business Admin & Marketing
Cody Ryberg's Cetera Investment Services Experience August 2014 - September 2015
Job Education Abroad Graduate Assistant at St. Cloud State University
Industry Education Management
Experience
St. Cloud State University August 2015 - Present
Cetera Investment Services August 2014 - September 2015
Wells Fargo Home Mortgage August 2013 - May 2014
Mayo Clinic October 2010 - March 2013
Kohl's Department Store November 2009 - December 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Proofreading, Writing, Quality Assurance, Report Writing, Money Handling, Word, Excel, Organizing, Intercultural..., Communication Written, Research, Communication, Community Outreach, Event Planning
Education
St. Cloud State University 2014 — 2016
Master's Degree, Higher Education/Higher Education Administration
Luther College 2005 — 2009
Bachelor of Arts, History
St. Cloud State University August 2015 - Present
Cetera Investment Services August 2014 - September 2015
Wells Fargo Home Mortgage August 2013 - May 2014
Mayo Clinic October 2010 - March 2013
Kohl's Department Store November 2009 - December 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Data Entry, Microsoft Excel, Microsoft Word, Proofreading, Writing, Quality Assurance, Report Writing, Money Handling, Word, Excel, Organizing, Intercultural..., Communication Written, Research, Communication, Community Outreach, Event Planning
Education
St. Cloud State University 2014 — 2016
Master's Degree, Higher Education/Higher Education Administration
Luther College 2005 — 2009
Bachelor of Arts, History
Sarah Demmer Sarah Demmer's Cetera Investment Services Experience November 2012 - June 2014
Job Operations Coordinator/IRA Specialist at Cetera Investment Services
Industry Financial Services
Experience
St. Jude Medical June 2014 - Present
Cetera Investment Services November 2012 - June 2014
The Bank of Elk River November 2007 - November 2012
Decision Intelligence DII June 2007 - August 2007
Skills
Marketing, Sales, Social Networking, Advertising, Customer Service, Microsoft Office, Adobe Creative Suite, B2B, Microsoft Excel, Microsoft Word, Management, Loans, Banking, Time Management, Marketing Communications, PowerPoint, Leadership, Team Building, Event Planning, Outlook, Social Media
Education
St. Cloud State University 2004 — 2008
Bachelor of Science, Marketing
St. Jude Medical June 2014 - Present
Cetera Investment Services November 2012 - June 2014
The Bank of Elk River November 2007 - November 2012
Decision Intelligence DII June 2007 - August 2007
Skills
Marketing, Sales, Social Networking, Advertising, Customer Service, Microsoft Office, Adobe Creative Suite, B2B, Microsoft Excel, Microsoft Word, Management, Loans, Banking, Time Management, Marketing Communications, PowerPoint, Leadership, Team Building, Event Planning, Outlook, Social Media
Education
St. Cloud State University 2004 — 2008
Bachelor of Science, Marketing
Konstantin Yusipov Konstantin Yusipov's Cetera Investment Services Experience December 2010 - Present
Job Vice President at Provident Bank
Industry Financial Services
Experience
Provident Bank December 2010 - Present
Cetera Investment Services December 2010 - Present
Capital One February 2009 - December 2010
Capital One December 2005 - February 2009
Citi June 2004 - December 2005
Citi March 2002 - June 2004
Skills
Commercial Banking, L&H, Banking, Loans, Credit Analysis, Financial Services, Small Business Lending, Commercial Lending, Credit, Underwriting, Mortgage Lending, Retail Banking, Portfolio Management, Financial Analysis, Consumer Lending, Non-profits, Nonprofits, Leadership, Business Development, Investments, Risk Management, Finance
Education
New York University 2011 — 2014
M.S. Management, Business Strategy and Leadership
City University of New York-Baruch College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance/Investments
Provident Bank December 2010 - Present
Cetera Investment Services December 2010 - Present
Capital One February 2009 - December 2010
Capital One December 2005 - February 2009
Citi June 2004 - December 2005
Citi March 2002 - June 2004
Skills
Commercial Banking, L&H, Banking, Loans, Credit Analysis, Financial Services, Small Business Lending, Commercial Lending, Credit, Underwriting, Mortgage Lending, Retail Banking, Portfolio Management, Financial Analysis, Consumer Lending, Non-profits, Nonprofits, Leadership, Business Development, Investments, Risk Management, Finance
Education
New York University 2011 — 2014
M.S. Management, Business Strategy and Leadership
City University of New York-Baruch College 1999 — 2002
Bachelor of Business Administration (B.B.A.), Finance/Investments
Brett Carmichael, MBA Brett Carmichael, MBA's Cetera Investment Services Experience October 2013 - Present
Job Product Management Coordinator at Cetera Investment Services/CoFounder of MN Lockdown Basketball/Youth Basketball Coach
Industry Financial Services
Experience
Cetera Investment Services October 2013 - Present
Orono ISD #278 October 2011 - Present
MN Lockdown Basketball December 2010 - Present
Securian Financial Group January 2013 - October 2013
Wells Fargo October 2011 - December 2012
McRudys Pub March 2006 - November 2011
Midwest Expansion Group March 2011 - October 2011
Skills
Sales, Coaching, Retirement, Customer Service, Direct Sales, 401k, Credit, Marketing, Customer Satisfaction, Loans, Series 6, Cold Calling, B2B, Sales Management, Account Management, Customer Retention, Banking, Life & Health Insurance..., Salesforce.com, Strategic Financial..., Mentoring, Nonprofits, Basketball Coaching, College Basketball, Recruiting, Leadership
Education
Concordia University-St. Paul 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
St. Cloud State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Apollo High School 2002 — 2003
Cetera Investment Services October 2013 - Present
Orono ISD #278 October 2011 - Present
MN Lockdown Basketball December 2010 - Present
Securian Financial Group January 2013 - October 2013
Wells Fargo October 2011 - December 2012
McRudys Pub March 2006 - November 2011
Midwest Expansion Group March 2011 - October 2011
Skills
Sales, Coaching, Retirement, Customer Service, Direct Sales, 401k, Credit, Marketing, Customer Satisfaction, Loans, Series 6, Cold Calling, B2B, Sales Management, Account Management, Customer Retention, Banking, Life & Health Insurance..., Salesforce.com, Strategic Financial..., Mentoring, Nonprofits, Basketball Coaching, College Basketball, Recruiting, Leadership
Education
Concordia University-St. Paul 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
St. Cloud State University 2005 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Apollo High School 2002 — 2003
Scott Sobiech Scott Sobiech's Cetera Investment Services Experience December 2012 - Present
Job Advisory Sales Consultant
Industry Financial Services
Experience
Cetera Investment Services December 2012 - Present
PrimeVest March 2002 - December 2012
PrimeVest Financial Services March 1998 - February 2002
Skills
Securities, Financial Advisory, Financial Services, Series 7, FINRA, Insurance, Investment Advisory, Risk Management, Series 63, Wealth Management, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
St Cloud State, MN 1994 — 1997
BA and BS, Economics and Finance
University of Minnesota-Morris 1991 — 1993
Physics
Sartell
Cetera Investment Services December 2012 - Present
PrimeVest March 2002 - December 2012
PrimeVest Financial Services March 1998 - February 2002
Skills
Securities, Financial Advisory, Financial Services, Series 7, FINRA, Insurance, Investment Advisory, Risk Management, Series 63, Wealth Management, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
St Cloud State, MN 1994 — 1997
BA and BS, Economics and Finance
University of Minnesota-Morris 1991 — 1993
Physics
Sartell
Abdulfattah Ismail Abdulfattah Ismail's Cetera Investment Services Experience June 2013 - August 2013
Job Sales Associate at St. Cloud State University
Industry Higher Education
Experience
Cetera Investment Services June 2013 - August 2013
District 742 May 2012 - September 2012
Wells Fargo June 2011 - May 2012
Skills
Sales, Management, Organizational..., Social Media Marketing, Mediation, Fundraising, Money Management, Project Management, Microsoft Office, Adobe Creative Suite
Education
St. Cloud State University 2008 — 2013
Bachelor's degree, Finance, General, Human relations
Fridley High School 2004 — 2008
Cetera Investment Services June 2013 - August 2013
District 742 May 2012 - September 2012
Wells Fargo June 2011 - May 2012
Skills
Sales, Management, Organizational..., Social Media Marketing, Mediation, Fundraising, Money Management, Project Management, Microsoft Office, Adobe Creative Suite
Education
St. Cloud State University 2008 — 2013
Bachelor's degree, Finance, General, Human relations
Fridley High School 2004 — 2008
Jennine Klosterman Jennine Klosterman's Cetera Investment Services Experience August 1999 - March 2004
Job Experienced sales/marketing and communications professional
Industry Marketing and Advertising
Experience
Saint John's Preparatory School October 2007 - May 2015
KDV January 2007 - October 2007
Regency Beauty Institute March 2005 - September 2006
West Coast Beauty Systems March 2004 - March 2005
Cetera Investment Services August 1999 - March 2004
Wells Fargo June 1994 - July 1999
American Express May 1990 - June 1994
Skills
Event Planning, Community Outreach, Enrollment Management, Student Financial Aid, Admissions, Public Speaking, Marketing, Staff Development, Higher Education, Fundraising, Student Affairs, Student Recruiting, Teaching, Leadership, Time Management, Social Media, Nonprofits, Account Management
Education
Minnesota State University, Mankato 1986 — 1990
Bachelor of Science, Finance
Anoka Senior High 1982 — 1986
Saint John's Preparatory School October 2007 - May 2015
KDV January 2007 - October 2007
Regency Beauty Institute March 2005 - September 2006
West Coast Beauty Systems March 2004 - March 2005
Cetera Investment Services August 1999 - March 2004
Wells Fargo June 1994 - July 1999
American Express May 1990 - June 1994
Skills
Event Planning, Community Outreach, Enrollment Management, Student Financial Aid, Admissions, Public Speaking, Marketing, Staff Development, Higher Education, Fundraising, Student Affairs, Student Recruiting, Teaching, Leadership, Time Management, Social Media, Nonprofits, Account Management
Education
Minnesota State University, Mankato 1986 — 1990
Bachelor of Science, Finance
Anoka Senior High 1982 — 1986
Jack Ruhland, MBA Jack Ruhland, MBA's Cetera Investment Services Experience September 2013 - December 2014
Job Client Administration Analyst at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments, US December 2014 - Present
Cetera Investment Services September 2013 - December 2014
Preferred Credit, Inc. April 2012 - August 2013
Ruhland Law Office/Douglas Ruhland Realty May 2009 - May 2012
Skills
Customer Service, Sales, Teamwork, Public Speaking, Microsoft Excel, Accounting, Team Leadership, Retail, Marketing, Leadership, Data Entry, Market Research, Management, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Outlook, Access, Finance, Inventory Management, Social Networking, Higher Education, Equities, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Economic Policy
Education
St. Cloud State University 2012 — 2014
Master of Business Administration (M.B.A.), Economics emphasis, GPA: 3.50
St. Cloud State University 2007 — 2011
Bachelor of Science, Finance
Columbia Threadneedle Investments, US December 2014 - Present
Cetera Investment Services September 2013 - December 2014
Preferred Credit, Inc. April 2012 - August 2013
Ruhland Law Office/Douglas Ruhland Realty May 2009 - May 2012
Skills
Customer Service, Sales, Teamwork, Public Speaking, Microsoft Excel, Accounting, Team Leadership, Retail, Marketing, Leadership, Data Entry, Market Research, Management, Social Media, Research, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Outlook, Access, Finance, Inventory Management, Social Networking, Higher Education, Equities, Financial Analysis, Financial Reporting, Financial Modeling, Managerial Finance, Economic Policy
Education
St. Cloud State University 2012 — 2014
Master of Business Administration (M.B.A.), Economics emphasis, GPA: 3.50
St. Cloud State University 2007 — 2011
Bachelor of Science, Finance
Grant Haake Grant Haake's Cetera Investment Services Experience October 2013 - Present
Job Greg at Briefcase: A Tribute to the Blues Brothers and Advisory Services Consultant at Cetera Investment Sevices
Industry Financial Services
Experience
Cetera Investment Services October 2013 - Present
Briefcase: A Tribute to the Blues Brothers March 2013 - Present
Cetera Investment Services LLC August 2007 - October 2013
The Revolution 5 August 2010 - August 2013
Movie Gallery March 2005 - August 2007
Skills
Musical Theatre, Microsoft Word, Microsoft Excel, Musicians, Entertainment, Theatre, Social Media, Singing, Outlook, Public Relations, Creative Writing, Public Speaking, Social Networking, Music, Customer Service, Microsoft Office
Education
The University of North Dakota 1996 — 2001
Bachelor of Arts (BA), Theatre/Theatre Arts Management
The University of North Dakota 1996 — 2001
Bachelor's degree, Theatre/Theater
Cetera Investment Services October 2013 - Present
Briefcase: A Tribute to the Blues Brothers March 2013 - Present
Cetera Investment Services LLC August 2007 - October 2013
The Revolution 5 August 2010 - August 2013
Movie Gallery March 2005 - August 2007
Skills
Musical Theatre, Microsoft Word, Microsoft Excel, Musicians, Entertainment, Theatre, Social Media, Singing, Outlook, Public Relations, Creative Writing, Public Speaking, Social Networking, Music, Customer Service, Microsoft Office
Education
The University of North Dakota 1996 — 2001
Bachelor of Arts (BA), Theatre/Theatre Arts Management
The University of North Dakota 1996 — 2001
Bachelor's degree, Theatre/Theater
Jon Althoff Jon Althoff's Cetera Investment Services Experience February 2010 - Present
Job Investment Sales Professional
Industry Financial Services
Experience
Cetera Investment Services February 2010 - Present
Minneapolis Financial Group January 2009 - January 2010
TCF Investments May 2004 - November 2008
TCF Investments May 2001 - May 2004
Skills
Sales, Leadership, Investments, Financial Services, Sales Management, Talent Acquisition, Banking, Account Management, Business Development, Analysis, Customer Service, Finance, Financial Analysis, Insurance, Mergers, Management, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Risk Management, Salesforce.com, Series 7, Strategic Planning, Team Building
Education
University of Minnesota-Twin Cities 1991 — 1996
BS, Economics
Cetera Investment Services February 2010 - Present
Minneapolis Financial Group January 2009 - January 2010
TCF Investments May 2004 - November 2008
TCF Investments May 2001 - May 2004
Skills
Sales, Leadership, Investments, Financial Services, Sales Management, Talent Acquisition, Banking, Account Management, Business Development, Analysis, Customer Service, Finance, Financial Analysis, Insurance, Mergers, Management, Mutual Funds, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Risk Management, Salesforce.com, Series 7, Strategic Planning, Team Building
Education
University of Minnesota-Twin Cities 1991 — 1996
BS, Economics
Cary Rauch's Cetera Investment Services Experience August 2015 - Present
Job Customer Service Representative at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services August 2015 - Present
Becker Youth Sport Shooting Association / Becker High School November 2013 - Present
Xcel Energy July 2014 - April 2015
Producer Support Services April 2011 - July 2014
Cabela's April 2013 - March 2014
Federal Employee Benefit Solutions, LLC March 2012 - October 2012
Genworth Financial February 2011 - October 2012
Knights of Columbus July 2009 - October 2010
DHL November 1993 - October 2008
Skills
Customer Service, Tax Preparation, Retirement Planning, Tax-planning, Retail, Distribution Center..., Inventory Control, Lean Manufacturing, Sporting Goods, Hunting, Ammunition manufacturing, Business start-up..., Long-term Customer..., Operations Management, Tax Planning, Marketing
Education
University of Saint Thomas 2001 — 2003
BA, Sociology
St. Cloud State University 1997 — 2001
BA, Sociology
Cetera Investment Services August 2015 - Present
Becker Youth Sport Shooting Association / Becker High School November 2013 - Present
Xcel Energy July 2014 - April 2015
Producer Support Services April 2011 - July 2014
Cabela's April 2013 - March 2014
Federal Employee Benefit Solutions, LLC March 2012 - October 2012
Genworth Financial February 2011 - October 2012
Knights of Columbus July 2009 - October 2010
DHL November 1993 - October 2008
Skills
Customer Service, Tax Preparation, Retirement Planning, Tax-planning, Retail, Distribution Center..., Inventory Control, Lean Manufacturing, Sporting Goods, Hunting, Ammunition manufacturing, Business start-up..., Long-term Customer..., Operations Management, Tax Planning, Marketing
Education
University of Saint Thomas 2001 — 2003
BA, Sociology
St. Cloud State University 1997 — 2001
BA, Sociology
Aniekan Udoessien Aniekan Udoessien's Cetera Investment Services Experience May 2014 - May 2015
Job Crafting solutions for business workflow
Industry Financial Services
Experience
Cetera Investment Services May 2014 - May 2015
St. Cloud State University August 2013 - April 2014
St. Cloud State University September 2012 - May 2013
Diamond Bank Plc May 2011 - August 2012
Skills
Commercial Banking, Leadership, Relationship Management, Customer Service, Risk Management, Research, Management, Teamwork, PowerPoint, Microsoft Excel, InDesign, Team Leadership, Financial Analysis, Operations Management, Adobe Contribute, Microsoft Word, Risk Analysis, Program Management
Education
St. Cloud State University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Federal University of Technology Minna 2001 — 2006
B. Eng, Chemical Engineering
Cetera Investment Services May 2014 - May 2015
St. Cloud State University August 2013 - April 2014
St. Cloud State University September 2012 - May 2013
Diamond Bank Plc May 2011 - August 2012
Skills
Commercial Banking, Leadership, Relationship Management, Customer Service, Risk Management, Research, Management, Teamwork, PowerPoint, Microsoft Excel, InDesign, Team Leadership, Financial Analysis, Operations Management, Adobe Contribute, Microsoft Word, Risk Analysis, Program Management
Education
St. Cloud State University 2012 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Federal University of Technology Minna 2001 — 2006
B. Eng, Chemical Engineering
Kari Cedergren's Cetera Investment Services Experience February 2013 - Present
Job Investment Advisor Representative at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services February 2013 - Present
PrimeVest Financial Services February 2011 - January 2012
PrimeVest Financial Services July 2009 - January 2011
PrimeVest Financial Services September 2007 - July 2009
Wells Fargo August 2000 - August 2004
Education
St. Cloud State University 2008 — 2013
Master of Business Administration (MBA)
Hennepin Technical College 2004 — 2006
Associates
Northwestern College 1995 — 2000
Bachelor of Business Administration (BBA)
Cetera Investment Services February 2013 - Present
PrimeVest Financial Services February 2011 - January 2012
PrimeVest Financial Services July 2009 - January 2011
PrimeVest Financial Services September 2007 - July 2009
Wells Fargo August 2000 - August 2004
Education
St. Cloud State University 2008 — 2013
Master of Business Administration (MBA)
Hennepin Technical College 2004 — 2006
Associates
Northwestern College 1995 — 2000
Bachelor of Business Administration (BBA)
Stuart Schielack Stuart Schielack's Cetera Investment Services Experience 1999 - 2002
Job Experienced Sales Leader & Partner Manager
Industry Information Technology and Services
Experience
Dell 2011 - Present
SBA Investment Group 2005 - Present
Dell Financial Services 2007 - 2011
CIT Group 2005 - 2007
Dell Financial Services 2002 - 2005
Cetera Investment Services 1999 - 2002
Olde Discount Brokerage 1998 - 1999
Skills
Management, Solution Selling, Storage Area Networks, Leadership, Account Management, Forecasting, Selling, Salesforce.com, Virtualization, Sales, Channel Partners
Education
Texas State University
Bachelor’s Degree, Finance, General
The University of Texas at Austin
Petroleum Engineering
Dell 2011 - Present
SBA Investment Group 2005 - Present
Dell Financial Services 2007 - 2011
CIT Group 2005 - 2007
Dell Financial Services 2002 - 2005
Cetera Investment Services 1999 - 2002
Olde Discount Brokerage 1998 - 1999
Skills
Management, Solution Selling, Storage Area Networks, Leadership, Account Management, Forecasting, Selling, Salesforce.com, Virtualization, Sales, Channel Partners
Education
Texas State University
Bachelor’s Degree, Finance, General
The University of Texas at Austin
Petroleum Engineering
Carol Hanson Carol Hanson's Cetera Investment Services Experience February 2014 - Present
Job Office coordinator at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services February 2014 - Present
Cetera Investment Services November 2000 - February 2014
Self Employed January 1990 - November 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Leadership
Education
South Dakota State University 1980 — 1984
Bachelor's degree, Early Childhood Education and Teaching
Cetera Investment Services February 2014 - Present
Cetera Investment Services November 2000 - February 2014
Self Employed January 1990 - November 2000
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Leadership
Education
South Dakota State University 1980 — 1984
Bachelor's degree, Early Childhood Education and Teaching
Brian Kath's Cetera Investment Services Experience September 2013 - Present
Job Margin/ACH at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services September 2013 - Present
Best Buy May 2007 - September 2013
St. Cloud State University August 2010 - May 2011
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Analysis, Internet Research..., Statistical Software, Technical Writing, Merchandising, Access, HTML, CSS, jQuery, JavaScript, Python, MySQL, Research, Leadership, Statistics, Team Leadership, PowerPoint, Training, Social Networking, Troubleshooting
Education
St. Cloud State University 2009 — 2011
M.S; a Master of Science degree, Criminal Justice
St. Cloud State University 2005 — 2009
B.A; a Bachelor, Criminal Justice and Psychology
Cetera Investment Services September 2013 - Present
Best Buy May 2007 - September 2013
St. Cloud State University August 2010 - May 2011
Skills
Microsoft Excel, Data Analysis, Microsoft Word, Outlook, Microsoft Office, Analysis, Internet Research..., Statistical Software, Technical Writing, Merchandising, Access, HTML, CSS, jQuery, JavaScript, Python, MySQL, Research, Leadership, Statistics, Team Leadership, PowerPoint, Training, Social Networking, Troubleshooting
Education
St. Cloud State University 2009 — 2011
M.S; a Master of Science degree, Criminal Justice
St. Cloud State University 2005 — 2009
B.A; a Bachelor, Criminal Justice and Psychology
Joe Herzog Joe Herzog's Cetera Investment Services Experience June 2013 - April 2014
Job Senior Quality Validation Engineer at St. Jude Medical
Industry Computer Software
Experience
St. Jude Medical January 2015 - Present
Hennepin County April 2014 - December 2014
Cetera Investment Services June 2013 - April 2014
Nevada Power Company February 2012 - June 2013
Schwans July 2011 - November 2011
Comcast Cable February 2011 - July 2011
Comcast Cable April 2010 - January 2011
Delta Air Lines April 2009 - January 2010
RBC Dain Rauscher May 2008 - April 2009
RBC Dain Rauscher November 2006 - March 2008
Skills
SDLC, Test Planning, User Acceptance Testing, Quality Center, Agile Methodologies, System Testing, Testing, Performance Testing, Quality Assurance, Test Automation, Integration, Test Cases, SharePoint, Data Warehousing, Software Documentation, Defect Tracking, Test Management, Manual Testing, Software Engineering, Business Process, Automation, Waterfall, Business Requirements, Software Development, Test Strategy, HP Quality Center
Education
University of Nebraska at Omaha 1983 — 1984
Computer Science
St. Cloud State University 1978 — 1980
Aeronautics
St. Jude Medical January 2015 - Present
Hennepin County April 2014 - December 2014
Cetera Investment Services June 2013 - April 2014
Nevada Power Company February 2012 - June 2013
Schwans July 2011 - November 2011
Comcast Cable February 2011 - July 2011
Comcast Cable April 2010 - January 2011
Delta Air Lines April 2009 - January 2010
RBC Dain Rauscher May 2008 - April 2009
RBC Dain Rauscher November 2006 - March 2008
Skills
SDLC, Test Planning, User Acceptance Testing, Quality Center, Agile Methodologies, System Testing, Testing, Performance Testing, Quality Assurance, Test Automation, Integration, Test Cases, SharePoint, Data Warehousing, Software Documentation, Defect Tracking, Test Management, Manual Testing, Software Engineering, Business Process, Automation, Waterfall, Business Requirements, Software Development, Test Strategy, HP Quality Center
Education
University of Nebraska at Omaha 1983 — 1984
Computer Science
St. Cloud State University 1978 — 1980
Aeronautics
Brian Kohout's Cetera Investment Services Experience June 2014 - Present
Job Team Lead Account Transfers/Conversions at Cetera Investment Services
Industry Insurance
Experience
Cetera Investment Services June 2014 - Present
Prudential Financial January 2013 - June 2014
The Hartford April 2011 - January 2013
The Hartford January 2008 - April 2011
Skills
Customer Service, Life Insurance, Medical Underwriting, Networking, Streamlining Work..., New Hire Training, Relationship Management, Change Management, Highly detail oriented, Priority Management
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Bachelor of Science (BS), Finance, General
Cetera Investment Services June 2014 - Present
Prudential Financial January 2013 - June 2014
The Hartford April 2011 - January 2013
The Hartford January 2008 - April 2011
Skills
Customer Service, Life Insurance, Medical Underwriting, Networking, Streamlining Work..., New Hire Training, Relationship Management, Change Management, Highly detail oriented, Priority Management
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Bachelor of Science (BS), Finance, General
Parker Osborne Parker Osborne's Cetera Investment Services Experience July 2015 - Present
Job Commissions Coordinator at Cetera Investment Services
Industry Accounting
Experience
Cetera Investment Services July 2015 - Present
St. John's Pottery Studio August 2012 - Present
St. John's University Business Office May 2014 - August 2014
Little Caesars September 2009 - June 2012
Skills
Time Management, Critical Thinking, Customer Service, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Cashiering, Microsoft Office, Facebook, Social Media, Leadership
Education
Saint John's University 2011 — 2015
Bachelor of Arts (BA), Business/Managerial Economics
Saint John's University 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Cetera Investment Services July 2015 - Present
St. John's Pottery Studio August 2012 - Present
St. John's University Business Office May 2014 - August 2014
Little Caesars September 2009 - June 2012
Skills
Time Management, Critical Thinking, Customer Service, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Cashiering, Microsoft Office, Facebook, Social Media, Leadership
Education
Saint John's University 2011 — 2015
Bachelor of Arts (BA), Business/Managerial Economics
Saint John's University 2011 — 2015
Bachelor of Arts (B.A.), Accounting and Finance
Deborah Gunderson's Cetera Investment Services Experience June 2014 - Present
Job Operations Manager at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services June 2014 - Present
Cetera Financial Group March 2007 - June 2014
PrimeVest Financial Services March 2003 - March 2007
PrimeVest Financial Services March 2000 - March 2003
PrimeVest Financial Services March 1997 - March 2000
Rinke Noonan Law Firm March 1991 - March 1997
Skills
Series 7, FINRA, Securities, Investments, Process Improvement
Education
St. Cloud State University 1985 — 1990
BS, English
Cetera Investment Services June 2014 - Present
Cetera Financial Group March 2007 - June 2014
PrimeVest Financial Services March 2003 - March 2007
PrimeVest Financial Services March 2000 - March 2003
PrimeVest Financial Services March 1997 - March 2000
Rinke Noonan Law Firm March 1991 - March 1997
Skills
Series 7, FINRA, Securities, Investments, Process Improvement
Education
St. Cloud State University 1985 — 1990
BS, English
Arthur Lange's Cetera Investment Services Experience April 2008 - June 2014
Job Senior Business Analyst at ConvergeOne
Industry Telecommunications
Experience
NACR July 2014 - Present
Cetera Investment Services April 2008 - June 2014
Analysts International 1996 - 2008
Skills
SDLC, Visio, Change Management, Vendor Management, Business Analysis, Analysis, Requirements Analysis, Testing, Management, Software Documentation, Business Process..., Microsoft Office, Customer Service, Quality Assurance, CRM, Process Improvement, Project Management, ERP
Education
St. Cloud State University 2004 — 2007
MBA, Business Administration
St. Cloud State University 1988 — 1996
BS, Business Computer Information Systems
NACR July 2014 - Present
Cetera Investment Services April 2008 - June 2014
Analysts International 1996 - 2008
Skills
SDLC, Visio, Change Management, Vendor Management, Business Analysis, Analysis, Requirements Analysis, Testing, Management, Software Documentation, Business Process..., Microsoft Office, Customer Service, Quality Assurance, CRM, Process Improvement, Project Management, ERP
Education
St. Cloud State University 2004 — 2007
MBA, Business Administration
St. Cloud State University 1988 — 1996
BS, Business Computer Information Systems
Mac McCullough's Cetera Investment Services Experience August 2001 - Present
Job Senior Manager at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services August 2001 - Present
Cetera Investment Services August 2001 - Present
prudential January 1983 - August 1998
Prudential Financial January 1967 - December 1982
Skills
Asset Managment, Risk Management, FINRA, Series 65, Bonds, Sales Management, Strategic Planning, New Business Development, 401k, Financial Services, Life Insurance, Brokerage, ETFs, Investment Strategies, Marketing Strategy, Public Speaking, Coaching, Equities, Relationship Management, Intangible Assets, Asset Management, Alternative Investments
Education
The American College 1987 — 1989
CLU, ChFC, Insurance
Cetera Investment Services August 2001 - Present
Cetera Investment Services August 2001 - Present
prudential January 1983 - August 1998
Prudential Financial January 1967 - December 1982
Skills
Asset Managment, Risk Management, FINRA, Series 65, Bonds, Sales Management, Strategic Planning, New Business Development, 401k, Financial Services, Life Insurance, Brokerage, ETFs, Investment Strategies, Marketing Strategy, Public Speaking, Coaching, Equities, Relationship Management, Intangible Assets, Asset Management, Alternative Investments
Education
The American College 1987 — 1989
CLU, ChFC, Insurance
Anne Nienaber's Cetera Investment Services Experience 2002 - Present
Job Advisory Consultant at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services 2002 - Present
Skills
Series 7, Back Office, Retirement, Wealth Management, Series 63, Securities, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Financial Advisory, Mutual Funds
Education
St. Cloud State University - Herberger Business School 1996 — 2000
Bachelors of Science in Biology, Field Biology/Ecology
Cetera Investment Services 2002 - Present
Skills
Series 7, Back Office, Retirement, Wealth Management, Series 63, Securities, Uniform Combined State..., Investment Advisory, Retirement Planning, Asset Allocation, Financial Advisory, Mutual Funds
Education
St. Cloud State University - Herberger Business School 1996 — 2000
Bachelors of Science in Biology, Field Biology/Ecology
Jason Sutfin's Cetera Investment Services Experience April 1999 - Present
Job Investment Adviser Representative
Industry Investment Management
Experience
Cetera Investment Services April 1999 - Present
Education
Eastern Illinois University 1989 — 1991
BS Business
Lincoln Trail College 1987 — 1989
AS
Robinson High School 1983 — 1987
Cetera Investment Services April 1999 - Present
Education
Eastern Illinois University 1989 — 1991
BS Business
Lincoln Trail College 1987 — 1989
AS
Robinson High School 1983 — 1987
Andrew Lucking, CFP®'s Cetera Investment Services Experience September 2005 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services September 2005 - Present
Ameriprise Financial Advisors December 2004 - September 2005
Piper Jaffray 2001 - 2003
Skills
Strategic Financial..., Investments, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Financial Advisory, High Net Worth..., Series 63, Investment Strategies, Mutual Funds, Securities, Finance, Series 65, Financial Planning, Retirement
Education
Minnesota State University, Mankato 2007 — 2008
Certificate in Financial Planning
University of St. Thomas 2000 — 2004
BA, Finance/Ecomonics
Hastings high school
Cetera Investment Services September 2005 - Present
Ameriprise Financial Advisors December 2004 - September 2005
Piper Jaffray 2001 - 2003
Skills
Strategic Financial..., Investments, Wealth Management, Series 7, Retirement Planning, Asset Allocation, Investment Advisory, 401k, Financial Advisory, High Net Worth..., Series 63, Investment Strategies, Mutual Funds, Securities, Finance, Series 65, Financial Planning, Retirement
Education
Minnesota State University, Mankato 2007 — 2008
Certificate in Financial Planning
University of St. Thomas 2000 — 2004
BA, Finance/Ecomonics
Hastings high school
Eli Rabinowitz's Cetera Investment Services Experience January 2015 - Present
Job Investment Executive at Cetera Investment Services
Industry Banking
Experience
Cetera Investment Services January 2015 - Present
Pioneer Bank ℠ May 2014 - January 2015
Pioneer Bank March 2014 - April 2014
First Niagara Bank May 2012 - March 2014
HSBC Bank USA, N.A. February 2011 - October 2012
HSBC Bank USA, N.A. May 2010 - February 2011
HSBC Bank USA, N.A. May 2009 - August 2010
HSBC Bank USA, N.A. November 2006 - May 2009
Skills
Commercial Banking, Credit, Management, Financial Services, Sales, Wealth Management, Branch Banking, Loans, Small Business Lending, Banking, Consumer Lending, Commercial Lending, Retail Banking, Relationship Management, Mortgage Lending, Portfolio Management, Lines Of Credit, Finance, Cross Selling, Branch Management, Loan Origination, Insurance, Investments, Series 63, Customer Service, Commercial Mortgages, Mutual Funds, Small Business, Securities, Investment Advisory, Business Development, Retirement Planning, Business Planning, Business Strategy, Cash Flow, Leadership, Team Building, Strategic Planning, Sales Management, Fundraising, Series 7
Education
Union College 1999 — 2003
BA, Anthropology
The Gunnery 1995 — 1999
High School, General Studies
Cetera Investment Services January 2015 - Present
Pioneer Bank ℠ May 2014 - January 2015
Pioneer Bank March 2014 - April 2014
First Niagara Bank May 2012 - March 2014
HSBC Bank USA, N.A. February 2011 - October 2012
HSBC Bank USA, N.A. May 2010 - February 2011
HSBC Bank USA, N.A. May 2009 - August 2010
HSBC Bank USA, N.A. November 2006 - May 2009
Skills
Commercial Banking, Credit, Management, Financial Services, Sales, Wealth Management, Branch Banking, Loans, Small Business Lending, Banking, Consumer Lending, Commercial Lending, Retail Banking, Relationship Management, Mortgage Lending, Portfolio Management, Lines Of Credit, Finance, Cross Selling, Branch Management, Loan Origination, Insurance, Investments, Series 63, Customer Service, Commercial Mortgages, Mutual Funds, Small Business, Securities, Investment Advisory, Business Development, Retirement Planning, Business Planning, Business Strategy, Cash Flow, Leadership, Team Building, Strategic Planning, Sales Management, Fundraising, Series 7
Education
Union College 1999 — 2003
BA, Anthropology
The Gunnery 1995 — 1999
High School, General Studies
Chris Stauffer's Cetera Investment Services Experience 2013 - Present
Job Investment Executive at Iowa Falls State Bank
Industry Financial Services
Experience
Iowa Falls State Bank April 2013 - Present
Cetera Investment Services 2013 - Present
Principal Financial Group August 2007 - April 2013
JP Morgan Retirement Plan Services May 2003 - July 2007
JPMorgan Retirement Plan Services LLC 2003 - 2007
American Century Investments July 1998 - May 2003
Skills
Retirement Planning, Defined Benefit, Financial Services, Mutual Funds, Retirement, 401k, Pensions, Series 7, CRM, Investments, Asset Allocation, Securities
Education
Central College 1994 — 1998
Bachelors, Business Administration
Iowa Falls High School 1990 — 1994
Diploma, General Studies
Iowa Falls State Bank April 2013 - Present
Cetera Investment Services 2013 - Present
Principal Financial Group August 2007 - April 2013
JP Morgan Retirement Plan Services May 2003 - July 2007
JPMorgan Retirement Plan Services LLC 2003 - 2007
American Century Investments July 1998 - May 2003
Skills
Retirement Planning, Defined Benefit, Financial Services, Mutual Funds, Retirement, 401k, Pensions, Series 7, CRM, Investments, Asset Allocation, Securities
Education
Central College 1994 — 1998
Bachelors, Business Administration
Iowa Falls High School 1990 — 1994
Diploma, General Studies
Steven Beaupre's Cetera Investment Services Experience August 2013 - Present
Job at
Industry Financial Services
Experience
Cetera Investment Services August 2013 - Present
Ameriprise Financial May 2010 - November 2012
RBC Dain Rauscher December 2007 - November 2008
RSM McGladrey July 2001 - December 2007
American Express Financial Advisors December 1997 - July 2001
Skills
Alternative Investments, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Series 7, Investment Strategies, Insurance, Strategic Financial..., Fixed Income, Estate Planning, Options, Due Diligence, Retirement Planning, Trading, Wealth Management, Equities, Mutual Funds, Investments
Education
University of Minnesota Duluth 1986 — 1991
Bachelor of Arts, Major - Politcal Science. Minor - International Relations
University of Birmingham 1987 — 1988
History
Cetera Investment Services August 2013 - Present
Ameriprise Financial May 2010 - November 2012
RBC Dain Rauscher December 2007 - November 2008
RSM McGladrey July 2001 - December 2007
American Express Financial Advisors December 1997 - July 2001
Skills
Alternative Investments, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Series 7, Investment Strategies, Insurance, Strategic Financial..., Fixed Income, Estate Planning, Options, Due Diligence, Retirement Planning, Trading, Wealth Management, Equities, Mutual Funds, Investments
Education
University of Minnesota Duluth 1986 — 1991
Bachelor of Arts, Major - Politcal Science. Minor - International Relations
University of Birmingham 1987 — 1988
History
Melissa Schlickenmayer's Cetera Investment Services Experience Compliance AnalystPrimeVest Financial ServicesMay 2009 - December 2012
Job Compliance Analyst at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services Compliance AnalystPrimeVest Financial ServicesMay 2009 - December 2012
PrimeVest Financial Services March 2001 - May 2009
Skills
Compliance, Securities, Trading, AML, Series 7, Excel, Customer Relations, Customer Service, Investments, Word, Accounting, Microsoft Office, Problem Solving, Series 63, Mutual Funds, Process Improvement, Equities, Asset Management, Investment Advisory, Fixed Income, Due Diligence, Series 24, PowerPoint, Insurance
Education
St. Cloud State University 1992 — 1996
BS, Psychology / Clinical Counseling
Cetera Investment Services Compliance AnalystPrimeVest Financial ServicesMay 2009 - December 2012
PrimeVest Financial Services March 2001 - May 2009
Skills
Compliance, Securities, Trading, AML, Series 7, Excel, Customer Relations, Customer Service, Investments, Word, Accounting, Microsoft Office, Problem Solving, Series 63, Mutual Funds, Process Improvement, Equities, Asset Management, Investment Advisory, Fixed Income, Due Diligence, Series 24, PowerPoint, Insurance
Education
St. Cloud State University 1992 — 1996
BS, Psychology / Clinical Counseling
Jolene Douvier's Cetera Investment Services Experience March 2008 - Present
Job Supervisor at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services March 2008 - Present
Cetera Investment Services October 2000 - Present
Education
St. Cloud State University 1993 — 1997
Therapeutic Recreation/Recreational Therapy
Cetera Investment Services March 2008 - Present
Cetera Investment Services October 2000 - Present
Education
St. Cloud State University 1993 — 1997
Therapeutic Recreation/Recreational Therapy
Melissa Otte's Cetera Investment Services Experience May 2013 - Present
Job Compliance Analyst at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services May 2013 - Present
Cetera Investment Services July 2009 - May 2013
Cetera Investment Services December 2005 - July 2009
Skills
Series 7, Series 24
Education
University of Minnesota-Morris 2002 — 2005
Bachelor of Arts (B.A.), Financial Management, Economics
Cetera Investment Services May 2013 - Present
Cetera Investment Services July 2009 - May 2013
Cetera Investment Services December 2005 - July 2009
Skills
Series 7, Series 24
Education
University of Minnesota-Morris 2002 — 2005
Bachelor of Arts (B.A.), Financial Management, Economics
Christian Filiaggi's Cetera Investment Services Experience April 2006 - Present
Job Training Consultant
Industry Financial Services
Experience
Cetera Investment Services April 2006 - Present
Skills
Public Speaking, Coaching, Customer Service, Sports, Social Media, Microsoft Office, Event Planning, Microsoft Excel, Public Relations, Articulate Studio, Captivate
Education
St. John's University 1997 — 2001
Business, Management, Marketing, and Related Support Services
Cetera Investment Services April 2006 - Present
Skills
Public Speaking, Coaching, Customer Service, Sports, Social Media, Microsoft Office, Event Planning, Microsoft Excel, Public Relations, Articulate Studio, Captivate
Education
St. John's University 1997 — 2001
Business, Management, Marketing, and Related Support Services
Muldoon (Carla)'s Cetera Investment Services Experience June 2000 - Present
Job Regional Vice President
Industry Financial Services
Experience
Cetera Investment Services June 2000 - Present
Education
University of Richmond
Bachelor of Arts (B.A.), Economics
Cetera Investment Services June 2000 - Present
Education
University of Richmond
Bachelor of Arts (B.A.), Economics
Kati Walters's Cetera Investment Services Experience August 2001 - March 2013
Job Dispatch at JD Donovan, Inc.
Industry Transportation/Trucking/Railroad
Experience
JD Donovan, Inc. April 2013 - Present
Cetera Investment Services August 2001 - March 2013
Education
St. Cloud State University
Studied Economics
JD Donovan, Inc. April 2013 - Present
Cetera Investment Services August 2001 - March 2013
Education
St. Cloud State University
Studied Economics
Iris McDonald's Cetera Investment Services Experience 2002 - March 2013
Job Advising Specialist at Amarillo College
Industry
Experience
Amarillo College April 2013 - Present
Cetera Investment Services 2002 - March 2013
First State Bank - Dumas December 1998 - August 1999
Skills
Investments, Insurance, Event Planning, Data Entry, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Public Speaking, Customer Service, Access, Fundraising, Social Networking, Budgets, Editing
Education
Lubbock Christian University 2011 — 2012
B.S, Organizational Management
Amarillo College April 2013 - Present
Cetera Investment Services 2002 - March 2013
First State Bank - Dumas December 1998 - August 1999
Skills
Investments, Insurance, Event Planning, Data Entry, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Training, Public Speaking, Customer Service, Access, Fundraising, Social Networking, Budgets, Editing
Education
Lubbock Christian University 2011 — 2012
B.S, Organizational Management
Iris McDonald's Cetera Investment Services Experience August 1999 - March 2013
Job Advising Specialist at Amarillo College
Industry Higher Education
Experience
Amarillo College April 2013 - Present
Cetera Investment Services August 1999 - March 2013
Education
Lubbock Christian University 2011 — 2013
Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
Amarillo College April 2013 - Present
Cetera Investment Services August 1999 - March 2013
Education
Lubbock Christian University 2011 — 2013
Bachelor of Science (B.S.), Non-Profit/Public/Organizational Management
Deborah Moritz's Cetera Investment Services Experience May 2010 - March 2015
Job
Industry
Experience
Cetera Investment Services May 2010 - March 2015
National Car Rental January 1991 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Metropolitan State University 1990 — 1992
Buisness Admin
Normandale Community College 1987 — 1990
Associate of Arts (A.A.), Liberal Arts
Edina High School 1985 — 1987
High School
Cetera Investment Services May 2010 - March 2015
National Car Rental January 1991 - January 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Metropolitan State University 1990 — 1992
Buisness Admin
Normandale Community College 1987 — 1990
Associate of Arts (A.A.), Liberal Arts
Edina High School 1985 — 1987
High School
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY