Clark Consulting
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Clark Consulting Employees
Employee
Years
Job
Industry
Andrea Kaderlik Andrea Kaderlik's Clark Consulting Experience April 2001 - January 2003
Job Marketing Coordinator at APPRO Development Inc. & CERRON Commercial Properties, LLC
Industry Commercial Real Estate
Experience
APPRO Development Inc. and CERRON Properties, LLC October 2012 - Present
APPRO Development, Inc. May 2008 - October 2012
Minnesota State University, Mankato January 2011 - May 2012
Habitat for Humanity South Central Minnesota October 2011 - April 2012
Epicor Software Corp December 2010 - October 2011
Midwest Special Services, Inc. March 2011 - May 2011
Clark Consulting April 2001 - January 2003
Burnet Title MN 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Adobe Acrobat, Adobe Creative Suite, Microsoft Publisher, SharePoint, Skype, Outlook, Community Outreach, Email Marketing, Recruiting, Customer Service, Benefits Administration, Compensation & Benefit, YouTube, High Level Of..., Personnel Supervision, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Leadership, Non-profit Boards, Non-profit..., Program Administration, Event Planning, Fundraising, New Hire Orientations, Training, Budget Process, Board Relations, Client Liaison, Employee Relations, Office Administration, Grant Writing, Grant Administration, Policy Writing, Performance Measurement, Communications Audits, Marketing Communications, Internal Communications, Written & Oral..., Presentation Design, Nonprofits, Marketing, Interviews
Education
Kaplan University, Bloomington, MN 2013 — 2013
MN License, Real Estate Sales, Earned Real Estate License
Minnesota State University, Mankato 2011 — 2012
Bachelor of Science (B.S.), Applied Organizational Studies & Nonprofit Leadership, 4.0
University of Wisconsin-Stout 1994 — 1995
Interior Design
APPRO Development Inc. and CERRON Properties, LLC October 2012 - Present
APPRO Development, Inc. May 2008 - October 2012
Minnesota State University, Mankato January 2011 - May 2012
Habitat for Humanity South Central Minnesota October 2011 - April 2012
Epicor Software Corp December 2010 - October 2011
Midwest Special Services, Inc. March 2011 - May 2011
Clark Consulting April 2001 - January 2003
Burnet Title MN 1995 - 1997
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access, Adobe Acrobat, Adobe Creative Suite, Microsoft Publisher, SharePoint, Skype, Outlook, Community Outreach, Email Marketing, Recruiting, Customer Service, Benefits Administration, Compensation & Benefit, YouTube, High Level Of..., Personnel Supervision, Volunteer Management, Volunteer Recruiting, Volunteer Training, Non-profit Leadership, Non-profit Boards, Non-profit..., Program Administration, Event Planning, Fundraising, New Hire Orientations, Training, Budget Process, Board Relations, Client Liaison, Employee Relations, Office Administration, Grant Writing, Grant Administration, Policy Writing, Performance Measurement, Communications Audits, Marketing Communications, Internal Communications, Written & Oral..., Presentation Design, Nonprofits, Marketing, Interviews
Education
Kaplan University, Bloomington, MN 2013 — 2013
MN License, Real Estate Sales, Earned Real Estate License
Minnesota State University, Mankato 2011 — 2012
Bachelor of Science (B.S.), Applied Organizational Studies & Nonprofit Leadership, 4.0
University of Wisconsin-Stout 1994 — 1995
Interior Design
David Hagen David Hagen's Clark Consulting Experience 2008 - January 2011
Job Senior Consultant at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits February 2011 - Present
Clark Consulting 2008 - January 2011
Clark Consulting 2001 - 2008
Clark Consulting 1998 - 2000
Northwestern Mutual 1996 - 1998
Mullin Consulting 1993 - 1996
Skills
Defined Benefit, Relationship Management, Executive Pay, Series 63, Series 7, 401k, Retirement, Pensions, Mutual Funds, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Asset Allocation, Fixed Annuities, Series 6, Securities, Portfolio Management, Financial Services, Employee Benefits, Investment Strategies, Actuarial Science, Financial Analysis, Wealth Management, Alternative Investments, Strategic Financial..., Estate Planning
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA, Finance
Gustavus Adolphus College 1988 — 1992
BA, Financial Economics
NFP Executive Benefits February 2011 - Present
Clark Consulting 2008 - January 2011
Clark Consulting 2001 - 2008
Clark Consulting 1998 - 2000
Northwestern Mutual 1996 - 1998
Mullin Consulting 1993 - 1996
Skills
Defined Benefit, Relationship Management, Executive Pay, Series 63, Series 7, 401k, Retirement, Pensions, Mutual Funds, Life Insurance, Retirement Planning, Insurance, Disability Insurance, Asset Allocation, Fixed Annuities, Series 6, Securities, Portfolio Management, Financial Services, Employee Benefits, Investment Strategies, Actuarial Science, Financial Analysis, Wealth Management, Alternative Investments, Strategic Financial..., Estate Planning
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA, Finance
Gustavus Adolphus College 1988 — 1992
BA, Financial Economics
Alexander Good Alexander Good's Clark Consulting Experience November 2008 - December 2011
Job Hedge Fund Services Pricing Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2014 - Present
J.P. Morgan February 2012 - September 2014
Clark Consulting November 2008 - December 2011
AMC Theatres March 2004 - June 2011
St. Mary's University August 2005 - May 2008
Dave & Buster's June 2007 - January 2008
K. Hovnanian Homes June 2006 - August 2006
Skills
Bloomberg, Bloomberg Terminal, Financial Reporting, Access Management, Databases, Security Audits, Excel, PowerPoint, Word, Outlook, Customer Service, Budgeting, Microsoft Office, Teamwork, Team Building, Analysis, Financial Analysis, Research, Planning, Time Management, Access, Finance, Microsoft Excel
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration, Corporate Finance, Financial Service & Risk Management
J.P. Morgan September 2014 - Present
J.P. Morgan February 2012 - September 2014
Clark Consulting November 2008 - December 2011
AMC Theatres March 2004 - June 2011
St. Mary's University August 2005 - May 2008
Dave & Buster's June 2007 - January 2008
K. Hovnanian Homes June 2006 - August 2006
Skills
Bloomberg, Bloomberg Terminal, Financial Reporting, Access Management, Databases, Security Audits, Excel, PowerPoint, Word, Outlook, Customer Service, Budgeting, Microsoft Office, Teamwork, Team Building, Analysis, Financial Analysis, Research, Planning, Time Management, Access, Finance, Microsoft Excel
Education
St. Mary's University 2004 — 2008
Bachelor of Business Administration, Corporate Finance, Financial Service & Risk Management
Barry Gazaway Barry Gazaway's Clark Consulting Experience February 1984 - December 2001
Job Adjunct Faculty at Dallas County Community College District (Richland)
Industry Entertainment
Experience
USA Ballroom and Wedding Dance January 2003 - Present
Dallas County Community College (Richland) January 2003 - Present
Quality Entertainment Services, Inc January 2003 - December 2013
Sandunga Dance Studio January 2004 - January 2005
USA Dance Dallas December 2002 - January 2004
Norwegian Cruise Line January 1999 - December 2002
Clark Consulting February 1984 - December 2001
KC Dance Studio December 1996 - January 1999
Skills
Dance, Teaching, Entertainment, Ballroom Dance, Nonprofits, Budgets, Dance Education, Customer Service, Public Speaking, Jazz Dance, Tap Dance, Latin Dance, Contemporary Dance, Modern Dance, Event Planning, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, Purchase Management, Supply Chain Management, ISO 9000, Certification Testing, Medicare Part D, Medicare Prescription..., Medicare Advantage, Medical Terminology, Pharmacy Technicians, Health Insurance, Life Insurance, Property & Casualty..., Retirement Plan...
Education
Le Tourneau University 1994 — 1996
Bachelor of Science (B.S.), Business Management, 3.93
Richland Community College 1975 — 1978
Associate of Arts (A.A.), Business/Psychology
USA Ballroom and Wedding Dance January 2003 - Present
Dallas County Community College (Richland) January 2003 - Present
Quality Entertainment Services, Inc January 2003 - December 2013
Sandunga Dance Studio January 2004 - January 2005
USA Dance Dallas December 2002 - January 2004
Norwegian Cruise Line January 1999 - December 2002
Clark Consulting February 1984 - December 2001
KC Dance Studio December 1996 - January 1999
Skills
Dance, Teaching, Entertainment, Ballroom Dance, Nonprofits, Budgets, Dance Education, Customer Service, Public Speaking, Jazz Dance, Tap Dance, Latin Dance, Contemporary Dance, Modern Dance, Event Planning, HTML, Microsoft Office, Microsoft Excel, Microsoft Word, Purchase Management, Supply Chain Management, ISO 9000, Certification Testing, Medicare Part D, Medicare Prescription..., Medicare Advantage, Medical Terminology, Pharmacy Technicians, Health Insurance, Life Insurance, Property & Casualty..., Retirement Plan...
Education
Le Tourneau University 1994 — 1996
Bachelor of Science (B.S.), Business Management, 3.93
Richland Community College 1975 — 1978
Associate of Arts (A.A.), Business/Psychology
Eric Gonzaga Eric Gonzaga's Clark Consulting Experience January 2000 - January 2008
Job Managing Principal at Grant Thornton
Industry Management Consulting
Experience
Grant Thornton February 2008 - Present
Clark Consulting January 2000 - January 2008
Skills
Executive Pay, Deferred Compensation, Human Resources, Performance Management, Employee Benefits, Incentive Programs, Process Improvement, Governance, Organizational..., Strategic Planning, Management, Risk Management, Leadership, Analysis, Healthcare, Management Consulting, Consulting, Mergers & Acquisitions, Zen Shiatsu, Talent Management, Strategy, Due Diligence, Start-ups, Restructuring, Business Planning, Sales Compensation, Succession Planning, Sarbanes-Oxley Act, SEC filings, Business Process..., Compensation & Benefit, Executive Management, ERISA, Acquisition Integration, Corporate Governance, Defined Benefit, SEC Filings
Education
Hamline University School of Law 1996 — 1999
Juris Doctor
Northern Illinois University 1991 — 1995
BA, English
Regis 1987 — 1991
Grant Thornton February 2008 - Present
Clark Consulting January 2000 - January 2008
Skills
Executive Pay, Deferred Compensation, Human Resources, Performance Management, Employee Benefits, Incentive Programs, Process Improvement, Governance, Organizational..., Strategic Planning, Management, Risk Management, Leadership, Analysis, Healthcare, Management Consulting, Consulting, Mergers & Acquisitions, Zen Shiatsu, Talent Management, Strategy, Due Diligence, Start-ups, Restructuring, Business Planning, Sales Compensation, Succession Planning, Sarbanes-Oxley Act, SEC filings, Business Process..., Compensation & Benefit, Executive Management, ERISA, Acquisition Integration, Corporate Governance, Defined Benefit, SEC Filings
Education
Hamline University School of Law 1996 — 1999
Juris Doctor
Northern Illinois University 1991 — 1995
BA, English
Regis 1987 — 1991
Janice Swanson Janice Swanson's Clark Consulting Experience 2000 - 2004
Job Regional Managing Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2011 - Present
Principal Financial Group January 2004 - January 2011
Clark Consulting 2000 - 2004
Principal Financial Group 1993 - 2000
Education
Iowa State University
Principal Financial Group January 2011 - Present
Principal Financial Group January 2004 - January 2011
Clark Consulting 2000 - 2004
Principal Financial Group 1993 - 2000
Education
Iowa State University
Christopher Yoson Christopher Yoson's Clark Consulting Experience 2004 - 2010
Job Attorney specializing in tax, estate planning, executive benefits and general corporate matters.
Industry Law Practice
Experience
Lasher Holzapfel Sperry & Ebberson March 2015 - Present
MCM - Insurance Benefits Consulting 2010 - 2014
Clark Consulting 2004 - 2010
Geary, Porter 2003 - 2004
New York Life Insurance Company 2000 - 2003
Skills
Contract Law, Legal Compliance, Tax, Risk Management, Non-Qualified Deferred..., 409A, Executive Benefit..., Estate Planning, Business Succession, Life Insurance, Property & Casualty..., Brokers, Commercial Insurance, Strategic Planning, Leadership, Project Management
Education
Southern Methodist University
Master of Laws (LL.M.), Taxation
Southern Methodist University
Juris Doctor (J.D.)
The University of Texas at Dallas
Bachelor's Degree, Business Administration and Management, General
Lasher Holzapfel Sperry & Ebberson March 2015 - Present
MCM - Insurance Benefits Consulting 2010 - 2014
Clark Consulting 2004 - 2010
Geary, Porter 2003 - 2004
New York Life Insurance Company 2000 - 2003
Skills
Contract Law, Legal Compliance, Tax, Risk Management, Non-Qualified Deferred..., 409A, Executive Benefit..., Estate Planning, Business Succession, Life Insurance, Property & Casualty..., Brokers, Commercial Insurance, Strategic Planning, Leadership, Project Management
Education
Southern Methodist University
Master of Laws (LL.M.), Taxation
Southern Methodist University
Juris Doctor (J.D.)
The University of Texas at Dallas
Bachelor's Degree, Business Administration and Management, General
Dawn Michelle Wilson Dawn Michelle Wilson's Clark Consulting Experience May 1994 - May 1999
Job CEO & Chief Brand Strategist
Industry Marketing and Advertising
Experience
matchstrike 2011 - Present
Hershey Cause September 2005 - September 2011
Limelight Marketing & PR May 1999 - September 2005
Imprimis 2004 - 2005
Clark Consulting May 1994 - May 1999
Skills
Strategic Communications, Integrated Marketing, Marketing, Branding & Identity, Branding, Nonprofits, Cause Marketing, Public Relations, Corporate Social..., Marketing Communications, Corporate Branding, Media Relations, Social Marketing, Corporate Communications, Content Development, Non-profits, Social Media Marketing, Advertising, Crisis Communications, Message Development, Internal Communications, Communication Training, Management, Reputation Management, Blogging, Marketing Strategy, Copywriting, Email Marketing, Social Networking, Press Releases, B2B, Newsletters
Education
Southern Nazarene University
matchstrike 2011 - Present
Hershey Cause September 2005 - September 2011
Limelight Marketing & PR May 1999 - September 2005
Imprimis 2004 - 2005
Clark Consulting May 1994 - May 1999
Skills
Strategic Communications, Integrated Marketing, Marketing, Branding & Identity, Branding, Nonprofits, Cause Marketing, Public Relations, Corporate Social..., Marketing Communications, Corporate Branding, Media Relations, Social Marketing, Corporate Communications, Content Development, Non-profits, Social Media Marketing, Advertising, Crisis Communications, Message Development, Internal Communications, Communication Training, Management, Reputation Management, Blogging, Marketing Strategy, Copywriting, Email Marketing, Social Networking, Press Releases, B2B, Newsletters
Education
Southern Nazarene University
Andrew Arigo Andrew Arigo's Clark Consulting Experience 1998 - 2003
Job Senior Consultant at The Newport Group
Industry Financial Services
Experience
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
Christy Fisher (Tidwell) Christy Fisher (Tidwell)'s Clark Consulting Experience June 2004 - July 2006
Job Director, Web & Marketing Systems Effectiveness at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters, Tax & Accounting September 2014 - Present
Thomson Reuters, Tax & Accounting July 2013 - September 2014
Thomson Reuters February 2009 - July 2013
Blockbuster - (acquired by Dish Network) September 2008 - January 2009
Statera June 2008 - September 2008
Countrywide - (merged with Bank of America) July 2007 - June 2008
Southwest Airlines July 2006 - July 2007
Clark Consulting June 2004 - July 2006
Greenbrier & Russel (acquired by Fujitsu Consulting) 2001 - 2004
ithought.com 1998 - 2001
Skills
Consulting Services..., Program & Project..., Client Relationship..., Business Process..., Product Management &..., Agile Methodologies
Education
Southern Methodist University - Cox School of Business 1996 — 1999
Bachelor of Business Administration (B.B.A.)
Thomson Reuters, Tax & Accounting September 2014 - Present
Thomson Reuters, Tax & Accounting July 2013 - September 2014
Thomson Reuters February 2009 - July 2013
Blockbuster - (acquired by Dish Network) September 2008 - January 2009
Statera June 2008 - September 2008
Countrywide - (merged with Bank of America) July 2007 - June 2008
Southwest Airlines July 2006 - July 2007
Clark Consulting June 2004 - July 2006
Greenbrier & Russel (acquired by Fujitsu Consulting) 2001 - 2004
ithought.com 1998 - 2001
Skills
Consulting Services..., Program & Project..., Client Relationship..., Business Process..., Product Management &..., Agile Methodologies
Education
Southern Methodist University - Cox School of Business 1996 — 1999
Bachelor of Business Administration (B.B.A.)
Paul Dunkle Paul Dunkle's Clark Consulting Experience May 2002 - June 2003
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2010 - Present
IBM June 2003 - July 2010
Clark Consulting May 2002 - June 2003
Arthur Andersen September 1998 - May 2002
Skills
Equities, Hedge Funds, Capital Markets, Mergers & Acquisitions, Financial Modeling
Education
New York University
MBA, Management, Finance
Hofstra University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Goldman Sachs July 2010 - Present
IBM June 2003 - July 2010
Clark Consulting May 2002 - June 2003
Arthur Andersen September 1998 - May 2002
Skills
Equities, Hedge Funds, Capital Markets, Mergers & Acquisitions, Financial Modeling
Education
New York University
MBA, Management, Finance
Hofstra University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Jason A. Ennis Jason A. Ennis's Clark Consulting Experience October 1996 - May 2000
Job Vice President at Goldman Sachs
Industry Law Practice
Experience
Goldman Sachs August 2008 - Present
Archon Group August 2008 - Present
JC Penney January 2007 - August 2008
Thompson & Knight LLP September 2003 - January 2007
Clark Consulting October 1996 - May 2000
Skills
Due Diligence, Real Estate, Leases, Investment Properties, Corporate Real Estate, Negotiation, Property, Construction, Tenant, Sellers, Commercial Leasing, Finance
Education
Southern Methodist University Dedman School of Law 2000 — 2003
J.D.
The University of Texas at Austin 1991 — 1995
B.A., Economics; Math minor
Goldman Sachs August 2008 - Present
Archon Group August 2008 - Present
JC Penney January 2007 - August 2008
Thompson & Knight LLP September 2003 - January 2007
Clark Consulting October 1996 - May 2000
Skills
Due Diligence, Real Estate, Leases, Investment Properties, Corporate Real Estate, Negotiation, Property, Construction, Tenant, Sellers, Commercial Leasing, Finance
Education
Southern Methodist University Dedman School of Law 2000 — 2003
J.D.
The University of Texas at Austin 1991 — 1995
B.A., Economics; Math minor
Debbie Lindgren Debbie Lindgren's Clark Consulting Experience April 2000 - September 2004
Job Administrative Assistant/Human Resources Professional
Industry Human Resources
Experience
Metropolitan Council of the Twin Cities July 2012 - Present
Lakes Entertainment, Inc. June 2006 - March 2009
Edward Jones Investments February 2005 - June 2006
Clark Consulting April 2000 - September 2004
Skills
MS Outlook 2007, MS Word 2007, MS Project 2007, Excel, PowerPoint, Visio, Quickbooks, Quicken, Oracle, Documentum, 10 Key, Outlook, Word, Administrative Support, Accounts Payable, Billing, Typing, Data Entry, Accounts Receivable, Administration, Microsoft Office, Customer Service, Scheduling, ADP, Teamwork, Adobe Acrobat, Insurance, Problem Solving, Payroll, Fax, Microsoft Office 2007, Event Planning, Telephone Skills, Windows, Office Equipment, Spreadsheets, Office Management, Invoicing, Office Administration, Confidentiality, Time Management, Expenses, Internet Research, Internet Explorer, General Office Duties, Reconciliation, Project Coordination, Scanners, MS Office Suite, Records Management
Education
Northwestern College 2004 — 2006
Associates Degree, General Studies
Metropolitan Council of the Twin Cities July 2012 - Present
Lakes Entertainment, Inc. June 2006 - March 2009
Edward Jones Investments February 2005 - June 2006
Clark Consulting April 2000 - September 2004
Skills
MS Outlook 2007, MS Word 2007, MS Project 2007, Excel, PowerPoint, Visio, Quickbooks, Quicken, Oracle, Documentum, 10 Key, Outlook, Word, Administrative Support, Accounts Payable, Billing, Typing, Data Entry, Accounts Receivable, Administration, Microsoft Office, Customer Service, Scheduling, ADP, Teamwork, Adobe Acrobat, Insurance, Problem Solving, Payroll, Fax, Microsoft Office 2007, Event Planning, Telephone Skills, Windows, Office Equipment, Spreadsheets, Office Management, Invoicing, Office Administration, Confidentiality, Time Management, Expenses, Internet Research, Internet Explorer, General Office Duties, Reconciliation, Project Coordination, Scanners, MS Office Suite, Records Management
Education
Northwestern College 2004 — 2006
Associates Degree, General Studies
Jennifer Adleman's Clark Consulting Experience April 2005 - August 2008
Job ARIC Surveillance Abstractor at University of Minnesota
Industry Mental Health Care
Experience
University of Minnesota, School of Public Health, Division of Epidemiology January 2014 - Present
The Emily Program April 2013 - January 2014
Edina Public Schools October 2012 - April 2013
Clark Consulting April 2005 - August 2008
Clark Consulting September 2001 - April 2005
Skills
Training
Education
Minneapolis Community and Technical College
Associate's degree, Registered Nursing/Registered Nurse
University of Minnesota-Twin Cities
Bachelor's degree, Psychology
University of Minnesota, School of Public Health, Division of Epidemiology January 2014 - Present
The Emily Program April 2013 - January 2014
Edina Public Schools October 2012 - April 2013
Clark Consulting April 2005 - August 2008
Clark Consulting September 2001 - April 2005
Skills
Training
Education
Minneapolis Community and Technical College
Associate's degree, Registered Nursing/Registered Nurse
University of Minnesota-Twin Cities
Bachelor's degree, Psychology
Chris Holder Chris Holder's Clark Consulting Experience January 2005 - September 2006
Job SVP Market Executive at Bank of Oklahoma
Industry Banking
Experience
Bank of Oklahoma November 2013 - Present
Bank of Texas September 2006 - October 2013
Clark Consulting January 2005 - September 2006
Frost Bank January 2000 - January 2005
Chase Bank January 1998 - January 2000
Bank of Tokyo-Mitsubishi UFJ January 1997 - January 1998
JPMorgan Chase January 1986 - February 1997
Skills
Banking
Education
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Bank of Oklahoma November 2013 - Present
Bank of Texas September 2006 - October 2013
Clark Consulting January 2005 - September 2006
Frost Bank January 2000 - January 2005
Chase Bank January 1998 - January 2000
Bank of Tokyo-Mitsubishi UFJ January 1997 - January 1998
JPMorgan Chase January 1986 - February 1997
Skills
Banking
Education
Southern Methodist University - Cox School of Business 1981 — 1985
Bachelor of Business Administration (BBA), Accounting and Finance
Gregory Ochalek CFP, ChFC, CLU Gregory Ochalek CFP, ChFC, CLU's Clark Consulting Experience 1992 - 2005
Job NQ Benefits Consulting Services to Attract & Retain Key Executive and Physician Talent/On Call Physician Pay Strategies
Industry Financial Services
Experience
Aon Consulting January 2009 - December 2009
Retirement Capital Group Northeast 2005 - 2008
Clark Consulting 1992 - 2005
Arthur Andersen & Co. June 1989 - December 1992
Skills
Non-Qualified Deferred..., Wealth Accumulation, Professional Benefits, On-Call Pay Startegies
Education
Cleveland State University and Baldwin-Wallace College 1981 — 1985
Post-graduate studies, Accounting and Business Systems
Hiram College 1970 — 1974
B.A., Economics
Aon Consulting January 2009 - December 2009
Retirement Capital Group Northeast 2005 - 2008
Clark Consulting 1992 - 2005
Arthur Andersen & Co. June 1989 - December 1992
Skills
Non-Qualified Deferred..., Wealth Accumulation, Professional Benefits, On-Call Pay Startegies
Education
Cleveland State University and Baldwin-Wallace College 1981 — 1985
Post-graduate studies, Accounting and Business Systems
Hiram College 1970 — 1974
B.A., Economics
Sabir Wajihuddin Sabir Wajihuddin's Clark Consulting Experience December 1991 - July 1995
Job Principal at Advaita Consulting, Inc.
Industry Financial Services
Experience
Advaita Consulting, Inc. March 2005 - Present
Principal Financial Group March 2003 - March 2005
Aon September 1995 - March 2002
Clark Consulting December 1991 - July 1995
MCG NW, Inc. May 1986 - September 1990
D-Lab, Reed College June 1985 - August 1985
Skills
Fixed Annuities, Employee Benefits, Disability Insurance, Financial Modeling, Due Diligence, Financial Analysis, Data Analysis, Insurance, Investments, Deferred Compensation, Compensation & Benefit, Compensation Structure..., Sales Compensation, Non-Qualified Deferred..., Life Insurance, Defined Contribution, ERISA
Education
Reed College 1981 — 1986
B.A., Mathematics
Karachi Grammar School 1969 — 1980
Advaita Consulting, Inc. March 2005 - Present
Principal Financial Group March 2003 - March 2005
Aon September 1995 - March 2002
Clark Consulting December 1991 - July 1995
MCG NW, Inc. May 1986 - September 1990
D-Lab, Reed College June 1985 - August 1985
Skills
Fixed Annuities, Employee Benefits, Disability Insurance, Financial Modeling, Due Diligence, Financial Analysis, Data Analysis, Insurance, Investments, Deferred Compensation, Compensation & Benefit, Compensation Structure..., Sales Compensation, Non-Qualified Deferred..., Life Insurance, Defined Contribution, ERISA
Education
Reed College 1981 — 1986
B.A., Mathematics
Karachi Grammar School 1969 — 1980
Susan Auvinen Susan Auvinen's Clark Consulting Experience 2006 - 2007
Job Senior Staff Accountant at Schneider Electric
Industry Electrical/Electronic Manufacturing
Experience
Schneider Electric July 2007 - Present
Clark Consulting 2006 - 2007
1630 Sheridan Corporation July 1990 - May 2006
Walgreens September 1984 - June 1991
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, General Ledger, Internal Controls, Account Reconciliation, Cost Accounting, Financial Accounting
Education
Quinlan School of Business, Loyola University Chicago 1981 — 1983
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Harper College
Maine East HS
Schneider Electric July 2007 - Present
Clark Consulting 2006 - 2007
1630 Sheridan Corporation July 1990 - May 2006
Walgreens September 1984 - June 1991
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, General Ledger, Internal Controls, Account Reconciliation, Cost Accounting, Financial Accounting
Education
Quinlan School of Business, Loyola University Chicago 1981 — 1983
MBA
University of Illinois at Urbana-Champaign - College of Business 1977 — 1981
Harper College
Maine East HS
Jay Pandya, MBA, SPHR Jay Pandya, MBA, SPHR's Clark Consulting Experience 2002 - 2004
Job Director Relationship Management at ADP
Industry Outsourcing/Offshoring
Experience
ADP March 2011 - Present
Mercer August 2004 - 2011
Clark Consulting 2002 - 2004
Fidelity Investments 2000 - 2002
Hewitt 1998 - 2000
Skills
Vendor Management, Outsourcing, CRM, Management, Leadership, Business Process, Project Management, Team Management, Account Management, Employee Benefits, Integration, Negotiation, Personnel Management, Relationship Management, Defined Benefit, Time Management, Benefits Administration, Performance Management, 401k, Human Resources, BPO, Process Improvement, Talent Acquisition
Education
Southern Methodist University - Cox School of Business
MBA, Management and Finance
The University of Texas at Austin
Psychology and Business
ADP March 2011 - Present
Mercer August 2004 - 2011
Clark Consulting 2002 - 2004
Fidelity Investments 2000 - 2002
Hewitt 1998 - 2000
Skills
Vendor Management, Outsourcing, CRM, Management, Leadership, Business Process, Project Management, Team Management, Account Management, Employee Benefits, Integration, Negotiation, Personnel Management, Relationship Management, Defined Benefit, Time Management, Benefits Administration, Performance Management, 401k, Human Resources, BPO, Process Improvement, Talent Acquisition
Education
Southern Methodist University - Cox School of Business
MBA, Management and Finance
The University of Texas at Austin
Psychology and Business
Guy Collins, CFP Guy Collins, CFP's Clark Consulting Experience 1995 - 2000
Job Regional Vice President at BurnsFazzi Brock
Industry Financial Services
Experience
Burns-Fazzi, Brock May 2014 - Present
Executive Compensation Solutions, LLC December 2011 - Present
MetLife November 2007 - December 2011
The Newport Group October 2006 - November 2007
MetLife July 2004 - October 2006
Holmes Murphy & Associates 2000 - 2004
Clark Consulting 1995 - 2000
Skills
Disability Insurance, Team Leadership, Executive Pay, Qualified Retirement..., Strategic Financial..., Financial Planning, 401k, Retirement Planning, Employee Benefits, Finance, Financial Services, Life Insurance, Management, Strategy, Fixed Annuities
Education
Lake Forest College 1988 — 1992
BA, Economics
Burns-Fazzi, Brock May 2014 - Present
Executive Compensation Solutions, LLC December 2011 - Present
MetLife November 2007 - December 2011
The Newport Group October 2006 - November 2007
MetLife July 2004 - October 2006
Holmes Murphy & Associates 2000 - 2004
Clark Consulting 1995 - 2000
Skills
Disability Insurance, Team Leadership, Executive Pay, Qualified Retirement..., Strategic Financial..., Financial Planning, 401k, Retirement Planning, Employee Benefits, Finance, Financial Services, Life Insurance, Management, Strategy, Fixed Annuities
Education
Lake Forest College 1988 — 1992
BA, Economics
William Gallegos's Clark Consulting Experience September 2008 - January 2011
Job Financial Advisor VALIC
Industry Financial Services
Experience
VALIC April 2012 - Present
Stratford Fidelity February 2011 - April 2012
Clark Consulting September 2008 - January 2011
Oak Tree Mortgage Corp. April 2003 - September 2008
Clark Consulting January 1992 - March 2003
Skills
Direct Sales, Employee Benefits, Consulting, Mortgage Lending, Coaching, Process Improvement, Benefits Administration
Education
Louisiana Tech University 1983 — 1985
MBA, Business Administration
Louisiana State University 1978 — 1983
BS, Business Administration
VALIC April 2012 - Present
Stratford Fidelity February 2011 - April 2012
Clark Consulting September 2008 - January 2011
Oak Tree Mortgage Corp. April 2003 - September 2008
Clark Consulting January 1992 - March 2003
Skills
Direct Sales, Employee Benefits, Consulting, Mortgage Lending, Coaching, Process Improvement, Benefits Administration
Education
Louisiana Tech University 1983 — 1985
MBA, Business Administration
Louisiana State University 1978 — 1983
BS, Business Administration
Erik Smedley Erik Smedley's Clark Consulting Experience September 2005 - December 2011
Job Client Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company March 2013 - Present
Mercury Financial Group November 2012 - March 2013
Clark Consulting September 2005 - December 2011
Clark Consulting September 2004 - August 2005
Clark Consulting April 2004 - September 2004
Clark Consulting March 2003 - April 2004
The P&A Group July 1999 - June 2002
Skills
Employee Benefits, Group Insurance, Non-Qualified Deferred..., Series 63, Series 6, TX insurance license, Account Management, Superior Client Service, COLI, Health & Welfare..., Small Group..., Retirement Benefits, Insurance
Education
State University of New York College at Fredonia 1998 — 1999
Bachelor of Science (BS), Business Administration
MullinTBG, a Prudential Financial company March 2013 - Present
Mercury Financial Group November 2012 - March 2013
Clark Consulting September 2005 - December 2011
Clark Consulting September 2004 - August 2005
Clark Consulting April 2004 - September 2004
Clark Consulting March 2003 - April 2004
The P&A Group July 1999 - June 2002
Skills
Employee Benefits, Group Insurance, Non-Qualified Deferred..., Series 63, Series 6, TX insurance license, Account Management, Superior Client Service, COLI, Health & Welfare..., Small Group..., Retirement Benefits, Insurance
Education
State University of New York College at Fredonia 1998 — 1999
Bachelor of Science (BS), Business Administration
Dana Maksimovich Dana Maksimovich's Clark Consulting Experience July 2000 - July 2002
Job Client Management
Industry Financial Services
Experience
Global Wealth Advisors June 2011 - Present
MullinTBG July 2002 - June 2011
Clark Consulting July 2000 - July 2002
Skills
Account Management, Strategic Planning, Project Management, Employee Benefits, Financial Services, Insurance, Retirement, Life Insurance, Investments, CRM, Retirement Planning, Relationship Management, Business Planning, Management, Financial Analysis, Marketing
Education
University of Phoenix 2002 — 2003
Masters of Business, Business
The University of Texas at Dallas 2001 — 2002
Masters of Business, Business
Sam Houston State University 1993 — 1997
Business, Marketing, Finance, Accounting, Management
Global Wealth Advisors June 2011 - Present
MullinTBG July 2002 - June 2011
Clark Consulting July 2000 - July 2002
Skills
Account Management, Strategic Planning, Project Management, Employee Benefits, Financial Services, Insurance, Retirement, Life Insurance, Investments, CRM, Retirement Planning, Relationship Management, Business Planning, Management, Financial Analysis, Marketing
Education
University of Phoenix 2002 — 2003
Masters of Business, Business
The University of Texas at Dallas 2001 — 2002
Masters of Business, Business
Sam Houston State University 1993 — 1997
Business, Marketing, Finance, Accounting, Management
Debi Holland Debi Holland's Clark Consulting Experience October 1997 - June 2009
Job Owner at Bukiety Floral
Industry Design
Experience
Bukiety Floral April 2014 - Present
Aon Hewitt July 2011 - November 2013
NYLEXBenefits June 2009 - July 2011
Clark Consulting October 1997 - June 2009
Education
The University of Dallas 1998 — 2001
MBA, Corporate Finance
New Mexico State University 1993 — 1997
BBA, International Business
Bukiety Floral April 2014 - Present
Aon Hewitt July 2011 - November 2013
NYLEXBenefits June 2009 - July 2011
Clark Consulting October 1997 - June 2009
Education
The University of Dallas 1998 — 2001
MBA, Corporate Finance
New Mexico State University 1993 — 1997
BBA, International Business
Doug Dotseth Doug Dotseth's Clark Consulting Experience May 2005 - 2008
Job RTS at Minnesota Department of Revenue
Industry Accounting
Experience
Minnesota Department of Revenue January 2012 - Present
Wells Fargo Home Mortgage April 2010 - August 2011
Clark Consulting May 2005 - 2008
Skills
Funding, Mortgage, Retirement, Financial Planning, Compliance, Mortgage Lending, Strategic Financial..., Financial Services, Loans, Business Planning, Financial Analysis
Education
North Dakota State University 1996 — 2002
BS, Business Administration
North Dakota State University
BS, Business Administration and Management, General
Minnesota Department of Revenue January 2012 - Present
Wells Fargo Home Mortgage April 2010 - August 2011
Clark Consulting May 2005 - 2008
Skills
Funding, Mortgage, Retirement, Financial Planning, Compliance, Mortgage Lending, Strategic Financial..., Financial Services, Loans, Business Planning, Financial Analysis
Education
North Dakota State University 1996 — 2002
BS, Business Administration
North Dakota State University
BS, Business Administration and Management, General
Bonnie Clark, CTC Bonnie Clark, CTC's Clark Consulting Experience January 1991 - Present
Job Activites Assistant Sr Living at The Fountains of Cedar Parke
Industry Leisure, Travel & Tourism
Experience
The Fountains of Cedar Parke February 2014 - Present
American Express Representative Town Place Travel October 2011 - Present
Real Estate Sales March 2009 - Present
Clark Consulting January 1991 - Present
Revel Entertainment July 2011 - February 2014
Jewish Community Center of Long Beach Island March 2004 - May 2011
Coldwell Banker 2008 - 2009
CENTURY 21 Mary Allen Realty 2004 - 2007
Clark Consulting January 1991 - January 2004
Classic Hawaii Tours, Now Classic Vacations 1988 - 1990
Skills
Client Relationship..., Team Building, Written Presentations, Executive Management, Customer Relations, Public Relations, Real Estate, Research, Resorts, Public Speaking, Luxury, Customer Service, Account Management, Sales Management, Advertising, Hospitality, New Business Development, Tourism, PowerPoint, Event Management, Market Research, Vacation, Hotels, Promotions, Marketing Communications, Conferences, Writing, Team Leadership, Administration, Trade Shows, Cold Calling, Coaching, Business Planning, Event Planning, Fundraising
Education
Pennsylvania Academy of Fine Arts 1990 — 1994
Art
Lesley College 1985 — 1986
Grant Writing Course
Pierce College
The Fountains of Cedar Parke February 2014 - Present
American Express Representative Town Place Travel October 2011 - Present
Real Estate Sales March 2009 - Present
Clark Consulting January 1991 - Present
Revel Entertainment July 2011 - February 2014
Jewish Community Center of Long Beach Island March 2004 - May 2011
Coldwell Banker 2008 - 2009
CENTURY 21 Mary Allen Realty 2004 - 2007
Clark Consulting January 1991 - January 2004
Classic Hawaii Tours, Now Classic Vacations 1988 - 1990
Skills
Client Relationship..., Team Building, Written Presentations, Executive Management, Customer Relations, Public Relations, Real Estate, Research, Resorts, Public Speaking, Luxury, Customer Service, Account Management, Sales Management, Advertising, Hospitality, New Business Development, Tourism, PowerPoint, Event Management, Market Research, Vacation, Hotels, Promotions, Marketing Communications, Conferences, Writing, Team Leadership, Administration, Trade Shows, Cold Calling, Coaching, Business Planning, Event Planning, Fundraising
Education
Pennsylvania Academy of Fine Arts 1990 — 1994
Art
Lesley College 1985 — 1986
Grant Writing Course
Pierce College
Shannon Wagner Shannon Wagner's Clark Consulting Experience July 2001 - December 2005
Job Chief Geek at Working Sandbox LLC
Industry Information Services
Experience
Working Sandbox LLC May 2015 - Present
CoderDojo Metuchen March 2015 - Present
Binary Tree May 2014 - May 2015
Debevoise & Plimpton January 2006 - May 2014
81 Ocean Parkway Owners Corp. January 2008 - September 2009
Clark Consulting July 2001 - December 2005
SmartMoney.com February 1999 - May 2001
New York Career Institute April 1997 - February 1999
Borders September 1993 - April 1997
Skills
C#, Windows Server, Software Development, Microsoft Office, SQL Server, Access, IIS, Apache, Windows, HTML, .NET, Web Development, SQL, PHP, JavaScript, Customer Relations, Visual Basic, CSS, Databases, XML, SEO, Word, Troubleshooting, Crystal Reports, Database Administration, MySQL, Web Services, PowerPoint, Linux, ASP.NET, Excel, Java, VBA, Social Media, Writing, Documentation, Unix, Wordpress, Programming, Servers, Stored Procedures, Web Applications, T-SQL, Application Development, VBScript, Operating Systems, Visual Studio, Scripting, XP, Active Directory
Education
Hofstra University 1988 — 1992
Bachelor of Science, Mathematics, Computer Science, Physics
Hofstra University 1988 — 1992
Bachelor of Science (B.S.), Mathematics and Computer Science
Working Sandbox LLC May 2015 - Present
CoderDojo Metuchen March 2015 - Present
Binary Tree May 2014 - May 2015
Debevoise & Plimpton January 2006 - May 2014
81 Ocean Parkway Owners Corp. January 2008 - September 2009
Clark Consulting July 2001 - December 2005
SmartMoney.com February 1999 - May 2001
New York Career Institute April 1997 - February 1999
Borders September 1993 - April 1997
Skills
C#, Windows Server, Software Development, Microsoft Office, SQL Server, Access, IIS, Apache, Windows, HTML, .NET, Web Development, SQL, PHP, JavaScript, Customer Relations, Visual Basic, CSS, Databases, XML, SEO, Word, Troubleshooting, Crystal Reports, Database Administration, MySQL, Web Services, PowerPoint, Linux, ASP.NET, Excel, Java, VBA, Social Media, Writing, Documentation, Unix, Wordpress, Programming, Servers, Stored Procedures, Web Applications, T-SQL, Application Development, VBScript, Operating Systems, Visual Studio, Scripting, XP, Active Directory
Education
Hofstra University 1988 — 1992
Bachelor of Science, Mathematics, Computer Science, Physics
Hofstra University 1988 — 1992
Bachelor of Science (B.S.), Mathematics and Computer Science
William L. (Bill) MacDonald's Clark Consulting Experience 1999 - 2003
Job Chairman, President, CEO & Author Plein Aire Strategies. LLC
Industry Management Consulting
Experience
Plein Aire Strategies, LLC February 2011 - Present
Executive Benefit Solutions, LLC January 2014 - Present
Graziadio School of Business and Management Pepperdine University January 1996 - Present
RCGExecutive Compensation & Benefits Group 2003 - February 2011
National Association of Corporate Directors-Southern California January 1982 - September 2006
Clark Consulting 1999 - 2003
Clark Consulting 1999 - 2000
Compensation Resource Group, Inc 1982 - 1999
ING Security Life of Denver 1982 - 1988
Merrill Lynch 1982 - 1987
Skills
Strategic Planning, Public Speaking, Training & Development, Executive Compensation, Leadership Development, Deferred Compensation, Employee Benefits, Change Management, Defined Benefit, 401k, Corporate Governance, Succession Planning, Retirement, Management Consulting, Talent Management, Business Strategy, Organizational..., Executive Management, Insurance, Investments, Team Building, Executive Pay, Mergers & Acquisitions, Benefits, Due Diligence, Equities, Pay, Compliance, Performance Management, Funding, Stock, Administration, HRIS, Healthcare, Start-ups, Plan Design, Employee Relations, Planning, Human Capital Management, HR Strategy, Talent Acquisition, Executive Coaching, Sales Process, Business Planning, Entrepreneurship, CRM, Recruiting, Leadership, Incentive Programs, Strategy
Education
Harvard Business School 1992 — 2000
PLP, Leadership
Northeastern University 1971 — 1974
BA, Marketing
Plein Aire Strategies, LLC February 2011 - Present
Executive Benefit Solutions, LLC January 2014 - Present
Graziadio School of Business and Management Pepperdine University January 1996 - Present
RCGExecutive Compensation & Benefits Group 2003 - February 2011
National Association of Corporate Directors-Southern California January 1982 - September 2006
Clark Consulting 1999 - 2003
Clark Consulting 1999 - 2000
Compensation Resource Group, Inc 1982 - 1999
ING Security Life of Denver 1982 - 1988
Merrill Lynch 1982 - 1987
Skills
Strategic Planning, Public Speaking, Training & Development, Executive Compensation, Leadership Development, Deferred Compensation, Employee Benefits, Change Management, Defined Benefit, 401k, Corporate Governance, Succession Planning, Retirement, Management Consulting, Talent Management, Business Strategy, Organizational..., Executive Management, Insurance, Investments, Team Building, Executive Pay, Mergers & Acquisitions, Benefits, Due Diligence, Equities, Pay, Compliance, Performance Management, Funding, Stock, Administration, HRIS, Healthcare, Start-ups, Plan Design, Employee Relations, Planning, Human Capital Management, HR Strategy, Talent Acquisition, Executive Coaching, Sales Process, Business Planning, Entrepreneurship, CRM, Recruiting, Leadership, Incentive Programs, Strategy
Education
Harvard Business School 1992 — 2000
PLP, Leadership
Northeastern University 1971 — 1974
BA, Marketing
Christian Ruud Christian Ruud's Clark Consulting Experience February 2006 - September 2006
Job Deputy Public Defender at Minnehaha County
Industry Law Practice
Experience
Minnehaha County August 2014 - Present
5th Judicial District, Minnesota April 2012 - July 2014
Arkansas Coalition to Abolish the Death Penalty February 2010 - October 2011
Hanson, Lulic & Krall January 2008 - August 2009
Anoka County September 2006 - January 2008
Clark Consulting February 2006 - September 2006
Skills
Commercial Litigation, Litigation, Legal Research, Legal Writing, Trials, Criminal Law, Mediation, Research, Family Law, Courts, Hearings, Appeals, Criminal Defense, Policy, Personal Injury, Westlaw, Civil Litigation
Education
University of St. Thomas School of Law 2001 — 2004
J.D., Law
Northern State University 1995 — 1999
B.A., English/History
Minnehaha County August 2014 - Present
5th Judicial District, Minnesota April 2012 - July 2014
Arkansas Coalition to Abolish the Death Penalty February 2010 - October 2011
Hanson, Lulic & Krall January 2008 - August 2009
Anoka County September 2006 - January 2008
Clark Consulting February 2006 - September 2006
Skills
Commercial Litigation, Litigation, Legal Research, Legal Writing, Trials, Criminal Law, Mediation, Research, Family Law, Courts, Hearings, Appeals, Criminal Defense, Policy, Personal Injury, Westlaw, Civil Litigation
Education
University of St. Thomas School of Law 2001 — 2004
J.D., Law
Northern State University 1995 — 1999
B.A., English/History
Jamie Boehlke Jamie Boehlke's Clark Consulting Experience May 1994 - February 2011
Job BOLI/NonQualified Benefits Consultant at Banc Consulting Partners
Industry Financial Services
Experience
Banc Consulting Partners February 2011 - Present
Clark Consulting May 1994 - February 2011
Skills
Executive Pay, 401k, Defined Benefit, Employee Benefits, Series 6, Retirement, Series 7, Life Insurance, Retirement Planning, Asset Allocation, Mutual Funds, Pensions, Securities, Financial Services, Series 63
Education
Princeton University 1986 — 1990
Bachelor of Arts (BA), Economics
Banc Consulting Partners February 2011 - Present
Clark Consulting May 1994 - February 2011
Skills
Executive Pay, 401k, Defined Benefit, Employee Benefits, Series 6, Retirement, Series 7, Life Insurance, Retirement Planning, Asset Allocation, Mutual Funds, Pensions, Securities, Financial Services, Series 63
Education
Princeton University 1986 — 1990
Bachelor of Arts (BA), Economics
Jeff Prescher Jeff Prescher's Clark Consulting Experience May 1999 - December 2007
Job Vice President of Sales/Service at Izale Financial Group
Industry Financial Services
Experience
Izale Financial Group January 2014 - Present
Burns-Fazzi, Brock & Associates July 2008 - March 2013
Clark Consulting May 1999 - December 2007
Skills
Program Management, Project Management, Nonqualified Executive..., Bank-Owned Life..., Operations Management, Operating Systems, Personnel Selection, Personnel Management, Financial Analysis, Product Development, Sales Operations, Technical Presentations, Management Consulting
Education
Luther College 1982 — 1986
Bachelor of Arts (B.A.), Accounting and Economics
Izale Financial Group January 2014 - Present
Burns-Fazzi, Brock & Associates July 2008 - March 2013
Clark Consulting May 1999 - December 2007
Skills
Program Management, Project Management, Nonqualified Executive..., Bank-Owned Life..., Operations Management, Operating Systems, Personnel Selection, Personnel Management, Financial Analysis, Product Development, Sales Operations, Technical Presentations, Management Consulting
Education
Luther College 1982 — 1986
Bachelor of Arts (B.A.), Accounting and Economics
Christine Capra Christine Capra's Clark Consulting Experience July 2007 - January 2008
Job Supporting the Development of Social Connective Tissue
Industry Management Consulting
Experience
Greater than the Sum March 2012 - Present
Presencing the Active Feminine 2010 - Present
Social Innovation Lab January 2013 - Present
Self-Employed July 2010 - Present
Amalfi Consulting July 2007 - June 2010
Clark Consulting July 2007 - January 2008
Clark Consulting - Corporate Solutions July 2005 - May 2007
Clark Consulting HealthCare Group July 2002 - July 2005
Merrill Lynch January 2000 - January 2002
Coldwell Banker Burnet January 1995 - January 2000
Skills
Presencing the Active..., Presencing, Social Innovation, Dark-Matter Facilitation, Co-creation, Collaborative Leadership, Strategy, Insight Generation, Leadership, Project Management, Training, Consulting, Leadership Development, Organizational..., Marketing, Business Strategy, Analytics, Entrepreneurship, Organizational..., Project Planning, Marketing Strategy, SEO, Executive Coaching, Editing, Executive Management, CRM, Employee Benefits, Facilitators, Program Evaluation, Web Analytics, Website Development, Newsletters, Budgets, Management Consulting, Risk Management, Strategic Consulting, Strategic Communications, Public Speaking, Writing, Innovation, Mentoring, Data Visualization, Tableau, Bohmian Dialogue, Management, Strategic Planning
Education
St. Catherine University MAOL Program 2004 — 2011
Master's Degree, Organizational Leadership
St. Catherine University MAOL Program 2004 — 2011
Master's degree, Organizational Leadership - Strategic Management
Science Museum of Minnesota 2007 — 2007
Restorative Justice Circles
University of Minnesota-Twin Cities 1990 — 1994
BA, English - Creative Writing
S.E.A. Free School 1971 — 1977
Got a GED, 70's hippy kid-dom
Greater than the Sum March 2012 - Present
Presencing the Active Feminine 2010 - Present
Social Innovation Lab January 2013 - Present
Self-Employed July 2010 - Present
Amalfi Consulting July 2007 - June 2010
Clark Consulting July 2007 - January 2008
Clark Consulting - Corporate Solutions July 2005 - May 2007
Clark Consulting HealthCare Group July 2002 - July 2005
Merrill Lynch January 2000 - January 2002
Coldwell Banker Burnet January 1995 - January 2000
Skills
Presencing the Active..., Presencing, Social Innovation, Dark-Matter Facilitation, Co-creation, Collaborative Leadership, Strategy, Insight Generation, Leadership, Project Management, Training, Consulting, Leadership Development, Organizational..., Marketing, Business Strategy, Analytics, Entrepreneurship, Organizational..., Project Planning, Marketing Strategy, SEO, Executive Coaching, Editing, Executive Management, CRM, Employee Benefits, Facilitators, Program Evaluation, Web Analytics, Website Development, Newsletters, Budgets, Management Consulting, Risk Management, Strategic Consulting, Strategic Communications, Public Speaking, Writing, Innovation, Mentoring, Data Visualization, Tableau, Bohmian Dialogue, Management, Strategic Planning
Education
St. Catherine University MAOL Program 2004 — 2011
Master's Degree, Organizational Leadership
St. Catherine University MAOL Program 2004 — 2011
Master's degree, Organizational Leadership - Strategic Management
Science Museum of Minnesota 2007 — 2007
Restorative Justice Circles
University of Minnesota-Twin Cities 1990 — 1994
BA, English - Creative Writing
S.E.A. Free School 1971 — 1977
Got a GED, 70's hippy kid-dom
Jennifer Thorsen's Clark Consulting Experience October 2007 - October 2010
Job Photographer and Designer
Industry Photography
Experience
Jennifer Thorsen Photography January 2010 - Present
Clark Consulting October 2007 - October 2010
D.R. Saur Financial December 2005 - October 2007
True North Advisors October 2003 - November 2005
Consultant November 2002 - November 2003
Fidelity Investments December 1995 - October 2002
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Budgets, Finance, Negotiation, Series 63, Management, Sales, Insurance, Employee Benefits, Financial Services, Banking, Small Business, Accounting, Retirement Planning, Retirement, Process Improvement
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Marketing, Technology
Texas State University 1991 — 1995
BBA, Finance
Jennifer Thorsen Photography January 2010 - Present
Clark Consulting October 2007 - October 2010
D.R. Saur Financial December 2005 - October 2007
True North Advisors October 2003 - November 2005
Consultant November 2002 - November 2003
Fidelity Investments December 1995 - October 2002
Skills
Investments, Portfolio Management, Mutual Funds, Series 7, Budgets, Finance, Negotiation, Series 63, Management, Sales, Insurance, Employee Benefits, Financial Services, Banking, Small Business, Accounting, Retirement Planning, Retirement, Process Improvement
Education
Southern Methodist University - Cox School of Business 1998 — 2001
MBA, Marketing, Technology
Texas State University 1991 — 1995
BBA, Finance
Howard Klebanow, CLTC Howard Klebanow, CLTC's Clark Consulting Experience October 2000 - December 2002
Job President, Advanced Brokerage Solutions
Industry Financial Services
Experience
Advanced Brokerage Solutions 2003 - Present
Skylight Financial Group January 2008 - August 2015
Skylight Financial Group 2003 - August 2015
Clark Consulting October 2000 - December 2002
Cigna June 1996 - October 1999
The Paul Revere Life Insurance Company 1984 - 1995
Provident Life and Accident March 1981 - June 1984
Skills
CLTC, Fixed Annuities, Retirement Planning, Retirement, Sales, Estate Planning, Investments, Customer Service, Insurance, Life Insurance, Disability Insurance, Strategic Planning, Long-term Care, Team Building, Management, Employee Benefits, Sales Management, Term Life Insurance
Education
Haslam College of Business at the University of Tennessee 1976 — 1980
BS in Business Administration, Major in Insurance
Advanced Brokerage Solutions 2003 - Present
Skylight Financial Group January 2008 - August 2015
Skylight Financial Group 2003 - August 2015
Clark Consulting October 2000 - December 2002
Cigna June 1996 - October 1999
The Paul Revere Life Insurance Company 1984 - 1995
Provident Life and Accident March 1981 - June 1984
Skills
CLTC, Fixed Annuities, Retirement Planning, Retirement, Sales, Estate Planning, Investments, Customer Service, Insurance, Life Insurance, Disability Insurance, Strategic Planning, Long-term Care, Team Building, Management, Employee Benefits, Sales Management, Term Life Insurance
Education
Haslam College of Business at the University of Tennessee 1976 — 1980
BS in Business Administration, Major in Insurance
Andrew Lang, CFA Andrew Lang, CFA's Clark Consulting Experience September 2001 - December 2010
Job Senior Investment Analyst at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc. December 2010 - Present
Clark Consulting September 2001 - December 2010
Skills
Investments, Asset Management, Mutual Funds, Portfolio Management, Financial Modeling, Equities, Analysis, Wealth Management, Pensions, 401k, Financial Analysis, Financial Planning, Series 7, Hedge Funds
Education
The Catholic University of America 1996 — 1998
MA
St. John's University 1991 — 1995
BA
Fiduciary Counselling, Inc. December 2010 - Present
Clark Consulting September 2001 - December 2010
Skills
Investments, Asset Management, Mutual Funds, Portfolio Management, Financial Modeling, Equities, Analysis, Wealth Management, Pensions, 401k, Financial Analysis, Financial Planning, Series 7, Hedge Funds
Education
The Catholic University of America 1996 — 1998
MA
St. John's University 1991 — 1995
BA
Julie Choquette Julie Choquette's Clark Consulting Experience 2006 - 2009
Job Marketing communications and event management for small to midsized companies
Industry Marketing and Advertising
Experience
Choquette Marketing Services July 2009 - Present
Clark Consulting 2006 - 2009
Clark Consulting 2001 - 2006
Clark Consulting 1996 - 2001
Skills
Marketing Communications, Editing, Marketing, Attention To Detail, Budgeting, Coordinating Events, Trade Show Coordination, Wordpress, Strategic Planning, Event Management, Budgets
Education
St. Olaf College
University of Minnesota-Twin Cities
BA, Studio Arts
Choquette Marketing Services July 2009 - Present
Clark Consulting 2006 - 2009
Clark Consulting 2001 - 2006
Clark Consulting 1996 - 2001
Skills
Marketing Communications, Editing, Marketing, Attention To Detail, Budgeting, Coordinating Events, Trade Show Coordination, Wordpress, Strategic Planning, Event Management, Budgets
Education
St. Olaf College
University of Minnesota-Twin Cities
BA, Studio Arts
Robert Holmes, MBA, ARM Robert Holmes, MBA, ARM's Clark Consulting Experience September 1999 - June 2002
Job Sr. Financial Analyst at State National Companies
Industry Insurance
Experience
State National Companies November 2014 - Present
Southcross Energy June 2011 - October 2014
Arthur J. Gallagher & Co. April 2011 - June 2011
Colemont Brokerage Group Inc. April 2005 - August 2010
Unitrin June 2002 - April 2005
Clark Consulting September 1999 - June 2002
TIG Insurance Company September 1997 - August 1999
Norsig & Associates, Inc. December 1996 - September 1997
Skills
Forecasting, Financial Modeling, Risk Management, Variance Analysis, Insurance, Budgets, Contract Negotiation, Management, Sarbanes-Oxley Act, Strategic Financial..., Finance, Property & Casualty..., Financial Analysis, Training, Capital Budgeting, Budget Process, Expense Management, Competitive Analysis, Financial Variance..., Economics, Data Analysis, Return on Investment, Commercial Insurance, Financial Forecasting, Corporate FP&A, Budget Models, Operational Analysis, Cost Reporting, Sales Analysis, Return on Investment..., IRR, NPV, KPI Dashboards, Employee Training, Oil & Gas Industry, Analysis, Microsoft Excel, Optimization, Process Improvement, Economic Data Analysis, Contractual Risk..., Linear Regression, Key Driver Analysis, Analytical Modelling, Analytical Models, Budget Modeling, History, Midstream, Writing, Financial Planning
Education
Lamar University 1995 — 1997
MBA, Economics & Finance
Texas A&M University 1991 — 1995
BBA, Management
AICPCU/IIA 2010 — 2011
ARM, Associate in Risk Management
NAPSLO Advanced School
State National Companies November 2014 - Present
Southcross Energy June 2011 - October 2014
Arthur J. Gallagher & Co. April 2011 - June 2011
Colemont Brokerage Group Inc. April 2005 - August 2010
Unitrin June 2002 - April 2005
Clark Consulting September 1999 - June 2002
TIG Insurance Company September 1997 - August 1999
Norsig & Associates, Inc. December 1996 - September 1997
Skills
Forecasting, Financial Modeling, Risk Management, Variance Analysis, Insurance, Budgets, Contract Negotiation, Management, Sarbanes-Oxley Act, Strategic Financial..., Finance, Property & Casualty..., Financial Analysis, Training, Capital Budgeting, Budget Process, Expense Management, Competitive Analysis, Financial Variance..., Economics, Data Analysis, Return on Investment, Commercial Insurance, Financial Forecasting, Corporate FP&A, Budget Models, Operational Analysis, Cost Reporting, Sales Analysis, Return on Investment..., IRR, NPV, KPI Dashboards, Employee Training, Oil & Gas Industry, Analysis, Microsoft Excel, Optimization, Process Improvement, Economic Data Analysis, Contractual Risk..., Linear Regression, Key Driver Analysis, Analytical Modelling, Analytical Models, Budget Modeling, History, Midstream, Writing, Financial Planning
Education
Lamar University 1995 — 1997
MBA, Economics & Finance
Texas A&M University 1991 — 1995
BBA, Management
AICPCU/IIA 2010 — 2011
ARM, Associate in Risk Management
NAPSLO Advanced School
Neil Delaney, CFA's Clark Consulting Experience 2008 - December 2011
Job VP, Consultant Relations at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Clark Consulting 2008 - December 2011
CBS Financial 2004 - 2008
Wachovia 2000 - 2003
Skills
Investments, Pensions, Investment Strategies, Employee Benefits, Investment Management, Mutual Funds, Series 7, Asset Managment, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Retirement, Equities
Education
Royal Military Academy
Swansea University
BSc Economics, Economics
Fidelity Investments January 2012 - Present
Clark Consulting 2008 - December 2011
CBS Financial 2004 - 2008
Wachovia 2000 - 2003
Skills
Investments, Pensions, Investment Strategies, Employee Benefits, Investment Management, Mutual Funds, Series 7, Asset Managment, Asset Allocation, Portfolio Management, Investment Advisory, Series 63, Retirement, Equities
Education
Royal Military Academy
Swansea University
BSc Economics, Economics
Sarah Bradford's Clark Consulting Experience May 2007 - October 2008
Job Vice President at Aon Hewitt
Industry Insurance
Experience
Aon Hewitt March 2011 - Present
Marsh Executive Benefits October 2008 - March 2011
Clark Consulting May 2007 - October 2008
Clark Consulting May 2000 - May 2007
Clark Consulting January 1995 - May 2000
Skills
Employee Benefits, Insurance, Retirement, Defined Benefit, Deferred Compensation, Series 63, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Analysis, Vendor Management, Analysis
Education
Louisiana Tech University 1991 — 1994
BS, Mathematics
Aon Hewitt March 2011 - Present
Marsh Executive Benefits October 2008 - March 2011
Clark Consulting May 2007 - October 2008
Clark Consulting May 2000 - May 2007
Clark Consulting January 1995 - May 2000
Skills
Employee Benefits, Insurance, Retirement, Defined Benefit, Deferred Compensation, Series 63, Microsoft Excel, Financial Modeling, Microsoft Office, Financial Analysis, Vendor Management, Analysis
Education
Louisiana Tech University 1991 — 1994
BS, Mathematics
Scott Binion Scott Binion's Clark Consulting Experience April 2001 - February 2003
Job Owner at Haugen Binion & Co. CPAs, LLC
Industry Accounting
Experience
Haugen Binion & Co. CPAs, LLC February 2003 - Present
Insight Companies, Inc. November 2002 - Present
BNI 2006 - December 2012
Clark Consulting April 2001 - February 2003
BE, Inc. April 1995 - February 2001
Downey Designs, Inc. June 1993 - April 1995
Skills
Small Business, Strategic Planning, New Business Development, Insurance, Investments, Business Strategy, Marketing Strategy, Team Building, Entrepreneurship, Start-ups, Business Planning, Management Consulting, Strategic Financial..., Sales, Business Development, Business Networking, Marketing, Sales Management, Mergers, Public Speaking, Investor Relations, Training, Project Planning, Strategic Partnerships, Accounting, Finance, Mergers & Acquisitions, Selling
Education
Liberty University 1989 — 1991
M.B.A., Masters of Business Administration
Liberty University 1985 — 1989
B. S., Finance
Haugen Binion & Co. CPAs, LLC February 2003 - Present
Insight Companies, Inc. November 2002 - Present
BNI 2006 - December 2012
Clark Consulting April 2001 - February 2003
BE, Inc. April 1995 - February 2001
Downey Designs, Inc. June 1993 - April 1995
Skills
Small Business, Strategic Planning, New Business Development, Insurance, Investments, Business Strategy, Marketing Strategy, Team Building, Entrepreneurship, Start-ups, Business Planning, Management Consulting, Strategic Financial..., Sales, Business Development, Business Networking, Marketing, Sales Management, Mergers, Public Speaking, Investor Relations, Training, Project Planning, Strategic Partnerships, Accounting, Finance, Mergers & Acquisitions, Selling
Education
Liberty University 1989 — 1991
M.B.A., Masters of Business Administration
Liberty University 1985 — 1989
B. S., Finance
Robert Namar Robert Namar's Clark Consulting Experience June 2009 - March 2011
Job Editor: Consulting Content Developer, Digital Marketing and Social Media Strategist for Morgan Stanley Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Wealth Management January 2011 - Present
NAMARKETER.com May 2010 - Present
eFinancialCareers June 2011 - January 2013
Deloitte & Touche December 2010 - October 2011
Clark Consulting June 2009 - March 2011
UBS Wealth Management October 2007 - May 2009
Merrill Lynch June 1999 - September 2007
Merrill Lynch 1999 - 2001
The Lunar Group 1997 - 1999
DoubleClick, Inc. 1994 - 1996
Skills
Online Marketing, Public Relations, Advertising, Promotions, Publications, Direct Mail, Corporate Communications, Writing, Blogging, Social Media, Marketing Communications, Marketing Strategy, Event Management, Internal Communications, Strategic Communications, Baseball, Copywriting, Social Media Marketing, Brand Development, Digital Marketing, Editing, Email Marketing, Integrated Marketing, B2B, Public Speaking, Social Networking, Event Planning, Content Management, Content Development, Non-profits, Press Releases, Newsletters, Thought Leadership, Content Strategy, Management, Web Content, Marketing, Leadership, Editorial, Magazines, Strategy, Digital Strategy, Media Relations, Digital Media, Direct Marketing, Copy Editing, Multimedia, Content Marketing, New Media, SEO
Education
The University of Texas at Austin 1981 — 1983
Secondary Ed., Teaching of English
Hope College 1974 — 1978
B.A., Communication
Morristown-Beard School
Burns Trophy recepient
Morgan Stanley Wealth Management January 2011 - Present
NAMARKETER.com May 2010 - Present
eFinancialCareers June 2011 - January 2013
Deloitte & Touche December 2010 - October 2011
Clark Consulting June 2009 - March 2011
UBS Wealth Management October 2007 - May 2009
Merrill Lynch June 1999 - September 2007
Merrill Lynch 1999 - 2001
The Lunar Group 1997 - 1999
DoubleClick, Inc. 1994 - 1996
Skills
Online Marketing, Public Relations, Advertising, Promotions, Publications, Direct Mail, Corporate Communications, Writing, Blogging, Social Media, Marketing Communications, Marketing Strategy, Event Management, Internal Communications, Strategic Communications, Baseball, Copywriting, Social Media Marketing, Brand Development, Digital Marketing, Editing, Email Marketing, Integrated Marketing, B2B, Public Speaking, Social Networking, Event Planning, Content Management, Content Development, Non-profits, Press Releases, Newsletters, Thought Leadership, Content Strategy, Management, Web Content, Marketing, Leadership, Editorial, Magazines, Strategy, Digital Strategy, Media Relations, Digital Media, Direct Marketing, Copy Editing, Multimedia, Content Marketing, New Media, SEO
Education
The University of Texas at Austin 1981 — 1983
Secondary Ed., Teaching of English
Hope College 1974 — 1978
B.A., Communication
Morristown-Beard School
Burns Trophy recepient
Daniel Gradel Daniel Gradel's Clark Consulting Experience June 2005 - June 2006
Job Senior Talent Advisor Randstad Sourceright US
Industry Staffing and Recruiting
Experience
Randstad Sourceright @ Honeywell June 2013 - Present
Gradel Professional Staffing June 2014 - Present
McGladrey February 2011 - June 2013
Oggi Professional Search February 2010 - February 2011
Confidential March 2009 - February 2010
Robert Half Finance & Accounting June 2006 - February 2009
Clark Consulting June 2005 - June 2006
Skills
Recruiting, Talent Acquisition, Sourcing, Human Resources, Business Development, Interviews, Talent Management, Permanent Placement, Screening Resumes, Accounting, Consulting, Auditing, Management Consulting, Account Management, Business Networking, CRM, Direct Sales, Cold Calling, Mergers & Acquisitions, Technical Recruiting, Building Relationships, Selling, Financial Services, Full-cycle Recruiting, Professional Services, Finance, Financial Analysis, Conducting Interviews, Interviewing, Talent Identification, Talent Assessment, Tax, International Tax, Big 4, Boolean Searching, Consultative Selling, Talent Selection, Professional Networking, Accountants, Financial Recruiting, Networking Events, Candidates Searching, Candidate Selection, Candidate Assessment, Candidate Screening, Employee Hiring, Relationship Cultivation, Relationship Development, Client Relationship..., RPO
Education
St. Ambrose University 2001 — 2003
Bachelors, Finance
Iowa State University 1999 — 2001
No, Civil Engineering
Randstad Sourceright @ Honeywell June 2013 - Present
Gradel Professional Staffing June 2014 - Present
McGladrey February 2011 - June 2013
Oggi Professional Search February 2010 - February 2011
Confidential March 2009 - February 2010
Robert Half Finance & Accounting June 2006 - February 2009
Clark Consulting June 2005 - June 2006
Skills
Recruiting, Talent Acquisition, Sourcing, Human Resources, Business Development, Interviews, Talent Management, Permanent Placement, Screening Resumes, Accounting, Consulting, Auditing, Management Consulting, Account Management, Business Networking, CRM, Direct Sales, Cold Calling, Mergers & Acquisitions, Technical Recruiting, Building Relationships, Selling, Financial Services, Full-cycle Recruiting, Professional Services, Finance, Financial Analysis, Conducting Interviews, Interviewing, Talent Identification, Talent Assessment, Tax, International Tax, Big 4, Boolean Searching, Consultative Selling, Talent Selection, Professional Networking, Accountants, Financial Recruiting, Networking Events, Candidates Searching, Candidate Selection, Candidate Assessment, Candidate Screening, Employee Hiring, Relationship Cultivation, Relationship Development, Client Relationship..., RPO
Education
St. Ambrose University 2001 — 2003
Bachelors, Finance
Iowa State University 1999 — 2001
No, Civil Engineering
Amy Pownell Amy Pownell's Clark Consulting Experience April 2002 - December 2005
Job Association Compliance Specialist at The Bancorp
Industry Financial Services
Experience
The Bancorp October 2013 - Present
Meta Payment Systems September 2006 - Present
Entegris December 2005 - September 2006
Clark Consulting April 2002 - December 2005
Skills
Payments, Product Management, Payment Systems, Debit Cards, Financial Services, Banking, Cards, Relationship Management, Strategic Partnerships, Loyalty Programs, Process Improvement, Fraud, Program Management, Project Management
Education
North Dakota State College of Science 1996 — 1998
Associate of Arts (AA), Office Administration
The Bancorp October 2013 - Present
Meta Payment Systems September 2006 - Present
Entegris December 2005 - September 2006
Clark Consulting April 2002 - December 2005
Skills
Payments, Product Management, Payment Systems, Debit Cards, Financial Services, Banking, Cards, Relationship Management, Strategic Partnerships, Loyalty Programs, Process Improvement, Fraud, Program Management, Project Management
Education
North Dakota State College of Science 1996 — 1998
Associate of Arts (AA), Office Administration
Brett Paulsen Brett Paulsen's Clark Consulting Experience October 2007 - November 2009
Job Managing Director NYLEX Benefits at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company July 2011 - Present
Renaissance Benefit Advisors April 2010 - August 2011
Clark Consulting October 2007 - November 2009
Wachovia Bank, NA September 2003 - October 2007
The Todd Organization 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance
Education
University of North Carolina at Greensboro 1998 — 2000
Masters, Accounting
North Carolina State University 1991 — 1996
Bachelors, Business Management
New York Life Insurance Company July 2011 - Present
Renaissance Benefit Advisors April 2010 - August 2011
Clark Consulting October 2007 - November 2009
Wachovia Bank, NA September 2003 - October 2007
The Todd Organization 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance
Education
University of North Carolina at Greensboro 1998 — 2000
Masters, Accounting
North Carolina State University 1991 — 1996
Bachelors, Business Management
Katy Reisig Katy Reisig's Clark Consulting Experience April 2003 - August 2003
Job Client Services Executive at MyHealthDIRECT, Inc.
Industry Insurance
Experience
MyHealthDirect, Inc. January 2012 - Present
MyHealthDIRECT, Inc. June 2010 - January 2012
Zywave September 2006 - February 2010
Assurant Health September 2003 - August 2006
Clark Consulting April 2003 - August 2003
UnitedHealthcare June 1995 - December 2002
Community Care Network / Health Care Network August 1994 - June 1995
UnitedHealthcare February 1990 - August 1994
Skills
Healthcare, Account Management, CRM, Leadership, Insurance, Team Building, Employee Benefits, Strategic Planning, Marketing, Health Insurance, Training, Customer Service, Call Centers, Performance Management, Management, Sales, Business Analysis, Human Resources, Coaching, SaaS, Process Improvement, Managed Care, Medicare, Salesforce.com, Cross-functional Team..., Healthcare Information..., Customer Retention
Education
Wauwatosa East High School 1977 — 1980
Marquette University
Journalism
Milwaukee Area Technical College
Marketing / Merchandising
MyHealthDirect, Inc. January 2012 - Present
MyHealthDIRECT, Inc. June 2010 - January 2012
Zywave September 2006 - February 2010
Assurant Health September 2003 - August 2006
Clark Consulting April 2003 - August 2003
UnitedHealthcare June 1995 - December 2002
Community Care Network / Health Care Network August 1994 - June 1995
UnitedHealthcare February 1990 - August 1994
Skills
Healthcare, Account Management, CRM, Leadership, Insurance, Team Building, Employee Benefits, Strategic Planning, Marketing, Health Insurance, Training, Customer Service, Call Centers, Performance Management, Management, Sales, Business Analysis, Human Resources, Coaching, SaaS, Process Improvement, Managed Care, Medicare, Salesforce.com, Cross-functional Team..., Healthcare Information..., Customer Retention
Education
Wauwatosa East High School 1977 — 1980
Marquette University
Journalism
Milwaukee Area Technical College
Marketing / Merchandising
Anne O'Day's Clark Consulting Experience April 2004 - March 2006
Job Managing Director at David James Group
Industry Marketing and Advertising
Experience
David James Group July 2011 - Present
Society for Laboratory Automation and Screening April 2006 - October 2012
David James Group April 2007 - July 2011
David James Group April 2006 - April 2007
Clark Consulting April 2004 - March 2006
DuPage County Medical Society November 1995 - April 2004
Smith, Bucklin & Associates May 1995 - November 1995
Boeing Employees' Credit Union February 1991 - April 1995
Skills
Marketing Communications, Marketing Strategy, Public Relations, B2B Marketing, Management, Marketing, Event Management, Corporate Communications, Advertising, Email Marketing, Integrated Marketing, Direct Marketing, Social Media, Media Relations, Strategic Communications, Copywriting
Education
University of Washington 1994 — 1995
Certificate
Michigan State University 1983 — 1987
David James Group July 2011 - Present
Society for Laboratory Automation and Screening April 2006 - October 2012
David James Group April 2007 - July 2011
David James Group April 2006 - April 2007
Clark Consulting April 2004 - March 2006
DuPage County Medical Society November 1995 - April 2004
Smith, Bucklin & Associates May 1995 - November 1995
Boeing Employees' Credit Union February 1991 - April 1995
Skills
Marketing Communications, Marketing Strategy, Public Relations, B2B Marketing, Management, Marketing, Event Management, Corporate Communications, Advertising, Email Marketing, Integrated Marketing, Direct Marketing, Social Media, Media Relations, Strategic Communications, Copywriting
Education
University of Washington 1994 — 1995
Certificate
Michigan State University 1983 — 1987
Laura Marquard, CFP® Laura Marquard, CFP®'s Clark Consulting Experience December 2000 - July 2005
Job Retirement Planning Specialist at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors June 2007 - Present
self-employed April 2006 - May 2007
Clark Consulting December 2000 - July 2005
Skills
Retirement Planning, Wealth Management, Personal Financial..., Pension Distribution..., Life Insurance Planning, Disability Insurance..., Long-term Care Planning, Investment Strategies, Guaranteed Lifetime...
Education
Wharton School of Business 2013 — 2013
At Retirement Program
Southern Methodist University 2010 — 2012
Certificate Program in Financial Planning
University of North Texas 1995 — 1997
Bachelor of Science
AXA Advisors June 2007 - Present
self-employed April 2006 - May 2007
Clark Consulting December 2000 - July 2005
Skills
Retirement Planning, Wealth Management, Personal Financial..., Pension Distribution..., Life Insurance Planning, Disability Insurance..., Long-term Care Planning, Investment Strategies, Guaranteed Lifetime...
Education
Wharton School of Business 2013 — 2013
At Retirement Program
Southern Methodist University 2010 — 2012
Certificate Program in Financial Planning
University of North Texas 1995 — 1997
Bachelor of Science
Heather Wescott's Clark Consulting Experience 2004 - July 2011
Job Experienced Analyst
Industry Insurance
Experience
The Todd Organization March 2012 - Present
Clark Consulting 2004 - July 2011
Target 2001 - 2004
Northway Deli & Grill 1998 - 2001
Robbinsdale Park and Rec 1998 - 1998
Skills
Analysis, Employee Benefits, Customer Service, Time Management, Project Planning, Microsoft Office, Financial Reporting, Teamwork, Financial Analysis, Leadership, Process Improvement, Finance
Education
Metropolitan State University 2003 — 2006
Bachelor of Science in Human Resource Management
Minneapolis Community and Technical College 2000 — 2003
Liberal Arts, Women Studies
The Todd Organization March 2012 - Present
Clark Consulting 2004 - July 2011
Target 2001 - 2004
Northway Deli & Grill 1998 - 2001
Robbinsdale Park and Rec 1998 - 1998
Skills
Analysis, Employee Benefits, Customer Service, Time Management, Project Planning, Microsoft Office, Financial Reporting, Teamwork, Financial Analysis, Leadership, Process Improvement, Finance
Education
Metropolitan State University 2003 — 2006
Bachelor of Science in Human Resource Management
Minneapolis Community and Technical College 2000 — 2003
Liberal Arts, Women Studies
Mitchell King Mitchell King's Clark Consulting Experience January 2004 - April 2006
Job Relationship Manager Retirement Plan Services at Trust Point Inc.
Industry Law Practice
Experience
Trust Point Inc. August 2015 - Present
Johnson King, PLLC September 2012 - August 2015
Kretsch & Gust, PLLC July 2011 - August 2012
BenePartum Law Group, P.A. March 2009 - June 2011
Clark Consulting January 2004 - April 2006
Mesirow Financial September 2000 - December 2003
BNSF Railway 1999 - 2000
Skills
Estate Planning, Contract Negotiation, Wills, Trusts, Small Business, Corporate Law, Real Estate, Business Formation, Securities, Asset Protection, Property Law
Education
William Mitchell College of Law 2005 — 2008
JD, Law
Lake Forest College 1995 — 1999
B.A., Economics
Birchwood Elementary 1983 — 1989
The Marshall School
Trust Point Inc. August 2015 - Present
Johnson King, PLLC September 2012 - August 2015
Kretsch & Gust, PLLC July 2011 - August 2012
BenePartum Law Group, P.A. March 2009 - June 2011
Clark Consulting January 2004 - April 2006
Mesirow Financial September 2000 - December 2003
BNSF Railway 1999 - 2000
Skills
Estate Planning, Contract Negotiation, Wills, Trusts, Small Business, Corporate Law, Real Estate, Business Formation, Securities, Asset Protection, Property Law
Education
William Mitchell College of Law 2005 — 2008
JD, Law
Lake Forest College 1995 — 1999
B.A., Economics
Birchwood Elementary 1983 — 1989
The Marshall School
Brandon Gullett's Clark Consulting Experience 2002 - 2004
Job Business Development Manager Government and Military Aviation at Jeppesen / Boeing
Industry Airlines/Aviation
Experience
Jeppesen / Boeing November 2011 - Present
Jeppesen / Boeing 2004 - 2011
Clark Consulting 2002 - 2004
Global Crossing 1999 - 2002
Skills
Aviation, Airlines, Business Development, Team Leadership, Program Management, Aircraft, Flights, Aerospace, Team Building, Operations Management, Airports, Integration, Leadership, Sales Management, Strategic Planning, Navigational Data, RNP - Required..., Procedure Design, TAAM - Total Airpsace..., Flight Planning, Avionics, Civil Aviation, Aeronautics, Government, Commercial Aviation, Aircraft Maintenance, Helicopters, Flight Safety, Airworthiness, Piloting, Human Factors, Charter, Military, Systems Engineering, NextGen, Transportation, Private Pilot, Radar
Education
Oklahoma State University 1993 — 1998
Marketing/Intl Business, Business, Marketing, International Business, Aviation
Rosemount High School 1988 — 1993
General, General
Jeppesen / Boeing November 2011 - Present
Jeppesen / Boeing 2004 - 2011
Clark Consulting 2002 - 2004
Global Crossing 1999 - 2002
Skills
Aviation, Airlines, Business Development, Team Leadership, Program Management, Aircraft, Flights, Aerospace, Team Building, Operations Management, Airports, Integration, Leadership, Sales Management, Strategic Planning, Navigational Data, RNP - Required..., Procedure Design, TAAM - Total Airpsace..., Flight Planning, Avionics, Civil Aviation, Aeronautics, Government, Commercial Aviation, Aircraft Maintenance, Helicopters, Flight Safety, Airworthiness, Piloting, Human Factors, Charter, Military, Systems Engineering, NextGen, Transportation, Private Pilot, Radar
Education
Oklahoma State University 1993 — 1998
Marketing/Intl Business, Business, Marketing, International Business, Aviation
Rosemount High School 1988 — 1993
General, General
Kay Kwang Kay Kwang's Clark Consulting Experience June 2001 - December 2007
Job Global Commodity Manager at Stratasys
Industry Mechanical or Industrial Engineering
Experience
Stratasys January 2015 - Present
Stratasys August 2014 - December 2014
Allina Health August 2012 - July 2014
Discovery Reports/South China Morning Post May 2012 - July 2012
Ramsey County January 2008 - May 2012
Clark Consulting June 2001 - December 2007
Securian Financial Group January 2000 - May 2001
Skills
Contract Management, Vendor Relations, Contract Negotiation, Process Improvement, Problem Solving, Account Management, Government, Leadership, Strategic Planning, Procurement, Sales, Pricing, Market Research
Education
Hamline University 2008 — 2010
M.B.A.
University of Nebraska-Lincoln
B.S.
Stratasys January 2015 - Present
Stratasys August 2014 - December 2014
Allina Health August 2012 - July 2014
Discovery Reports/South China Morning Post May 2012 - July 2012
Ramsey County January 2008 - May 2012
Clark Consulting June 2001 - December 2007
Securian Financial Group January 2000 - May 2001
Skills
Contract Management, Vendor Relations, Contract Negotiation, Process Improvement, Problem Solving, Account Management, Government, Leadership, Strategic Planning, Procurement, Sales, Pricing, Market Research
Education
Hamline University 2008 — 2010
M.B.A.
University of Nebraska-Lincoln
B.S.
Trey Deupree's Clark Consulting Experience March 2002 - December 2010
Job Partner | Equias Alliance
Industry Banking
Experience
Equias Alliance, LLC January 2011 - Present
Equias Alliance, LLC January 2011 - Present
Clark Consulting March 2002 - December 2010
Education
Oklahoma State University 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Equias Alliance, LLC January 2011 - Present
Equias Alliance, LLC January 2011 - Present
Clark Consulting March 2002 - December 2010
Education
Oklahoma State University 1981 — 1985
Bachelor of Science (B.S.), Finance, General
Patrick McFarland Patrick McFarland's Clark Consulting Experience August 1995 - December 2004
Job Executive Market Maker at Steel ORCA
Industry Information Technology and Services
Experience
Steel ORCA March 2015 - Present
WellNow, LLC April 2012 - Present
Ignite - Turning Energy into Income November 2010 - Present
Ultimate Achievement Group, LLC January 2009 - Present
Retirement Capital Group January 2005 - October 2007
Clark Consulting August 1995 - December 2004
Western Reserve Benefits Agency January 1990 - July 1995
Capital American Life January 1987 - December 1989
Blue Cross Blue Shield January 1985 - December 1986
Denver Rockets 1973 - 1975
Skills
Executive Pay, Strategic Planning, Insurance, Small Business, Entrepreneurship, Leadership, Public Speaking, Fundraising, Marketing, Business Planning, Sales, New Business Development, Budgets, Employee Benefits, Social Media, Retail, Sales Operations, Business Development, Strategy, Team Building, Marketing Strategy, Time Management, Management, Consulting, Customer Service
Education
Saint Joseph's University 1969 — 1973
Bachelor of Science, Accounting
J.F. Kennedy HS
Steel ORCA March 2015 - Present
WellNow, LLC April 2012 - Present
Ignite - Turning Energy into Income November 2010 - Present
Ultimate Achievement Group, LLC January 2009 - Present
Retirement Capital Group January 2005 - October 2007
Clark Consulting August 1995 - December 2004
Western Reserve Benefits Agency January 1990 - July 1995
Capital American Life January 1987 - December 1989
Blue Cross Blue Shield January 1985 - December 1986
Denver Rockets 1973 - 1975
Skills
Executive Pay, Strategic Planning, Insurance, Small Business, Entrepreneurship, Leadership, Public Speaking, Fundraising, Marketing, Business Planning, Sales, New Business Development, Budgets, Employee Benefits, Social Media, Retail, Sales Operations, Business Development, Strategy, Team Building, Marketing Strategy, Time Management, Management, Consulting, Customer Service
Education
Saint Joseph's University 1969 — 1973
Bachelor of Science, Accounting
J.F. Kennedy HS
Tim Klein Tim Klein's Clark Consulting Experience 2001 - 2004
Job Brand and Marketing Management
Industry Marketing and Advertising
Experience
Independent Marketing and Communications Consultant September 2014 - Present
Abbot Downing (formerly Lowry Hill and Wells Fargo Family Wealth) April 2011 - July 2014
Lowry Hill February 2007 - April 2011
TJames Consulting 2005 - 2007
Clark Consulting 2001 - 2004
Bank Compensation Strategies 1994 - 2001
Skills
Marketing, Strategy, Marketing Communications, Internal Communications, Integrated Marketing..., Brand Management, Event Planning, Public Relations, Collateral, Marketing Operations, Internal Marketing, Integrated Marketing, Management, Portfolio Management, Sales, Start-ups, Marketing Research, Event Marketing Strategy, Social Media Marketing, Strategic Planning, Brand ID Development, Marketing Support, Advertising Management, Strategic Public..., Publications, Development &..., Website Development, Mass Mailing, Personnel Management, Vendor Management, Department Budgeting, Department Budget..., Team Management, Management of..., RFP Generation, Training, Marketing Strategy, Communication, Leadership
Education
Minnesota State University, Mankato 1989 — 1991
Master of Business Administration Program
Minnesota State University, Moorhead 1979 — 1984
B.S., Marketing and Finance
Independent Marketing and Communications Consultant September 2014 - Present
Abbot Downing (formerly Lowry Hill and Wells Fargo Family Wealth) April 2011 - July 2014
Lowry Hill February 2007 - April 2011
TJames Consulting 2005 - 2007
Clark Consulting 2001 - 2004
Bank Compensation Strategies 1994 - 2001
Skills
Marketing, Strategy, Marketing Communications, Internal Communications, Integrated Marketing..., Brand Management, Event Planning, Public Relations, Collateral, Marketing Operations, Internal Marketing, Integrated Marketing, Management, Portfolio Management, Sales, Start-ups, Marketing Research, Event Marketing Strategy, Social Media Marketing, Strategic Planning, Brand ID Development, Marketing Support, Advertising Management, Strategic Public..., Publications, Development &..., Website Development, Mass Mailing, Personnel Management, Vendor Management, Department Budgeting, Department Budget..., Team Management, Management of..., RFP Generation, Training, Marketing Strategy, Communication, Leadership
Education
Minnesota State University, Mankato 1989 — 1991
Master of Business Administration Program
Minnesota State University, Moorhead 1979 — 1984
B.S., Marketing and Finance
Bryan S. Bailey Bryan S. Bailey's Clark Consulting Experience 2008 - 2009
Job Senior Associate at Capital Southwest Corporation
Industry Venture Capital & Private Equity
Experience
Capital Southwest Corporation February 2012 - Present
MetroPCS December 2009 - February 2012
Clark Consulting 2008 - 2009
Huckabee for President, Inc. October 2007 - March 2008
Skills
Accounting, Financial Reporting, Budgets, Financial Analysis, Start-ups, Financial Modeling, Mergers & Acquisitions, Finance, Corporate Finance, Portfolio Management, Private Equity
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance
University of Central Arkansas 2004 — 2007
BBA, Accounting
Capital Southwest Corporation February 2012 - Present
MetroPCS December 2009 - February 2012
Clark Consulting 2008 - 2009
Huckabee for President, Inc. October 2007 - March 2008
Skills
Accounting, Financial Reporting, Budgets, Financial Analysis, Start-ups, Financial Modeling, Mergers & Acquisitions, Finance, Corporate Finance, Portfolio Management, Private Equity
Education
Southern Methodist University - Cox School of Business 2011 — 2013
MBA, Finance
University of Central Arkansas 2004 — 2007
BBA, Accounting
Doug Blanchard's Clark Consulting Experience June 1998 - January 2002
Job Strategic Account Manager at Nexeo Solutions, LLC
Industry Chemicals
Experience
Nexeo Solutions, LLC December 2013 - Present
Mays Energy Services, LLC (MES) April 2012 - December 2013
Mays Chemical Company August 2007 - April 2012
KDG Consulting January 2004 - August 2007
Amerigroup Corporation December 2002 - January 2004
Clark Consulting June 1998 - January 2002
Harcourt (WB Saunders) June 1997 - June 1998
Allyn & Bacon December 1994 - June 1997
US Army Garrison, Fort Carson January 1991 - June 1994
US Army September 1989 - December 1990
Skills
Account Management, Business Process..., Team Building, Strategic Planning, Product Development, Upstream, Cross-functional Team..., Contract Negotiation, New Business Development, Sales Management, Customer Service, Leadership, Budgets, Continuous Improvement, Business Development, Product Marketing, Accounting, Business Analysis, Supply Chain Management, Negotiation, Operations Management, Logistics, SAP, Purchasing, Direct Sales, Forecasting, Key Account Management, Strategy, Manufacturing, Sales, Supply Chain, Business Planning, Pricing, Inventory Management, Management, Process Improvement, International Sales, Six Sigma, Competitive Analysis, Training, Energy, Team Leadership, Project Management, Procurement, Product Management, Program Management, P&L Management, Coatings
Education
Jackson State University 1984 — 1989
Bachelor of Science (B.S.), Biology, General
Hillcrest 1980 — 1984
Nexeo Solutions, LLC December 2013 - Present
Mays Energy Services, LLC (MES) April 2012 - December 2013
Mays Chemical Company August 2007 - April 2012
KDG Consulting January 2004 - August 2007
Amerigroup Corporation December 2002 - January 2004
Clark Consulting June 1998 - January 2002
Harcourt (WB Saunders) June 1997 - June 1998
Allyn & Bacon December 1994 - June 1997
US Army Garrison, Fort Carson January 1991 - June 1994
US Army September 1989 - December 1990
Skills
Account Management, Business Process..., Team Building, Strategic Planning, Product Development, Upstream, Cross-functional Team..., Contract Negotiation, New Business Development, Sales Management, Customer Service, Leadership, Budgets, Continuous Improvement, Business Development, Product Marketing, Accounting, Business Analysis, Supply Chain Management, Negotiation, Operations Management, Logistics, SAP, Purchasing, Direct Sales, Forecasting, Key Account Management, Strategy, Manufacturing, Sales, Supply Chain, Business Planning, Pricing, Inventory Management, Management, Process Improvement, International Sales, Six Sigma, Competitive Analysis, Training, Energy, Team Leadership, Project Management, Procurement, Product Management, Program Management, P&L Management, Coatings
Education
Jackson State University 1984 — 1989
Bachelor of Science (B.S.), Biology, General
Hillcrest 1980 — 1984
Stephanie (Schulz) Johnson's Clark Consulting Experience 2002 - 2007
Job Account Manager at BLM Technologies
Industry Banking
Experience
BLM Technologies, Inc. September 2012 - Present
BLM Technologies January 2008 - September 2012
Clark Consulting 2002 - 2007
Skills
Marketing, Project Planning, Microsoft Excel, Customer Service, Sales, Microsoft Word, Microsoft Office, Strategic Planning, PowerPoint, Human Resources, Team Building, Budgets, Employee Benefits, Management, Salesforce.com, Employee Relations, Account Management, Leadership, Process Improvement, Training, Sales Management, Lead Generation, Analysis, CRM, Forecasting
Education
St. Cloud State University 1997 — 2002
BA & BS, Music & Marketing
Brookfield East 1993 — 1997
BLM Technologies, Inc. September 2012 - Present
BLM Technologies January 2008 - September 2012
Clark Consulting 2002 - 2007
Skills
Marketing, Project Planning, Microsoft Excel, Customer Service, Sales, Microsoft Word, Microsoft Office, Strategic Planning, PowerPoint, Human Resources, Team Building, Budgets, Employee Benefits, Management, Salesforce.com, Employee Relations, Account Management, Leadership, Process Improvement, Training, Sales Management, Lead Generation, Analysis, CRM, Forecasting
Education
St. Cloud State University 1997 — 2002
BA & BS, Music & Marketing
Brookfield East 1993 — 1997
Stephanie Trimble Stephanie Trimble's Clark Consulting Experience March 2008 - November 2009
Job Temple Administrator
Industry Religious Institutions
Experience
Congregation Beth Israel August 2010 - Present
Clark Consulting March 2008 - November 2009
Clark Consulting September 2001 - September 2003
Tex-Steel 1999 - 2000
Dobson Communications September 1995 - December 1998
Skills
Temple Administration, Executive..., Microsoft Office, Business Communications, Social Media Marketing, Calendaring, Administrative..., Customer Service, Outlook, Process Improvement, Technical Writing, Time Management, Benefits Administration, Employee Benefits, Management, Insurance, Health Insurance, Mutual Funds, Accounts Payable, Financial Reporting, Financial Analysis, 401k, Accounting, Life Insurance, Deferred Compensation, Retirement Planning
Education
Oklahoma State University 1982 — 1986
BS, Hotel & Restaurant Administration
Congregation Beth Israel August 2010 - Present
Clark Consulting March 2008 - November 2009
Clark Consulting September 2001 - September 2003
Tex-Steel 1999 - 2000
Dobson Communications September 1995 - December 1998
Skills
Temple Administration, Executive..., Microsoft Office, Business Communications, Social Media Marketing, Calendaring, Administrative..., Customer Service, Outlook, Process Improvement, Technical Writing, Time Management, Benefits Administration, Employee Benefits, Management, Insurance, Health Insurance, Mutual Funds, Accounts Payable, Financial Reporting, Financial Analysis, 401k, Accounting, Life Insurance, Deferred Compensation, Retirement Planning
Education
Oklahoma State University 1982 — 1986
BS, Hotel & Restaurant Administration
Beau R. Taylor, CIMA® Beau R. Taylor, CIMA®'s Clark Consulting Experience April 2001 - November 2009
Job Financial Services Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
TIAA-CREF February 2014 - Present
Avondale Investment Management March 2013 - December 2013
Strategic Wealth Planning April 2011 - March 2013
Citi Personal Wealth Management June 2010 - April 2011
Clark Consulting April 2001 - November 2009
P.I.B. Group, Inc., April 2000 - March 2001
Rushmore Investment Advisors November 1998 - March 2000
Smith Barney, Inc. May 1998 - November 1998
Charles Schwab March 1990 - July 1997
Skills
Manage Client..., Wealth Management, Mutual Funds, Portfolio Management, Retirement Planning, Asset Allocation, Strategic Financial..., Operations Management, Team Management, Team Leadership, Compensation & Benefits..., Investment Advisory, Asset Management, Risk Management, Strategy, Investment Management, Investments, Defined Benefit, Financial Services, Financial Analysis
Education
University of Pennsylvania - The Wharton School 2008 — 2009
CIMA® Designation Program
University of North Texas 2005 — 2006
CFP® Board-Registered Program
University of San Francisco 1987 — 1989
BSBA
Loyola University of Chicago 1986 — 1987
Foreign Studies Program
Jeremy Orr Jeremy Orr's Clark Consulting Experience October 2007 - April 2009
Job Managing Partner at Cactus Environmental Services
Industry Think Tanks
Experience
Cactus Environmental Services January 2009 - Present
Clark Consulting October 2007 - April 2009
AXA Advisors July 2005 - 2007
Skills
Research, Public Speaking, Social Media, Strategic Planning, International Relations, Microsoft Office, Project Management, Sales, Business Development, Waste, Environmental Awareness, Management, New Business Development, Recycling, Waste Management, Contract Negotiation, Customer Service, Microsoft Excel, Leadership
Education
Southern Methodist University 2001 — 2005
Business Marketing
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Science (BS), Marketing
Cactus Environmental Services January 2009 - Present
Clark Consulting October 2007 - April 2009
AXA Advisors July 2005 - 2007
Skills
Research, Public Speaking, Social Media, Strategic Planning, International Relations, Microsoft Office, Project Management, Sales, Business Development, Waste, Environmental Awareness, Management, New Business Development, Recycling, Waste Management, Contract Negotiation, Customer Service, Microsoft Excel, Leadership
Education
Southern Methodist University 2001 — 2005
Business Marketing
Southern Methodist University - Cox School of Business 2001 — 2005
Bachelor of Science (BS), Marketing
Michelle Pablo Michelle Pablo's Clark Consulting Experience December 2007 - February 2011
Job VP, Business Development/Marketing Strategy for Affinity Strategies
Industry
Experience
Affinity Strategies September 2013 - Present
52nd Street Partners LLC February 2011 - September 2013
Clark Consulting December 2007 - February 2011
MullinTBG March 2003 - November 2007
Ernst & Young October 2000 - August 2002
Skills
Sales Process, Marketing Strategy, Strategic Planning, Financial Services
Education
James Madison University
Bachelor of Business Administration, Marketing
Affinity Strategies September 2013 - Present
52nd Street Partners LLC February 2011 - September 2013
Clark Consulting December 2007 - February 2011
MullinTBG March 2003 - November 2007
Ernst & Young October 2000 - August 2002
Skills
Sales Process, Marketing Strategy, Strategic Planning, Financial Services
Education
James Madison University
Bachelor of Business Administration, Marketing
Laura Orr, LMFT-A Laura Orr, LMFT-A's Clark Consulting Experience February 2009 - February 2011
Job Counselor at Dallas Children's Advocacy Center
Industry Mental Health Care
Experience
Dallas Children's Advocacy Center February 2014 - Present
Rady Children's Hospital April 2012 - May 2013
University of San Diego August 2011 - May 2013
San Diego Hospice and The Institute for Palliative Medicine March 2012 - March 2013
Clark Consulting February 2009 - February 2011
AT&T Mobility March 2008 - January 2009
Southern Methodist University December 2007 - June 2008
Skills
Project Planning, Leadership, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Strategic Planning, Training, Community Outreach, Research, Case Management, Fundraising, Case Managment, Nonprofits, Family Therapy, Access
Education
University of San Diego 2011 — 2013
Master's degree, Marital and Family Therapy
Southern Methodist University 2003 — 2008
Sociology/ Markets and Culture, Social Sciences
Dallas Children's Advocacy Center February 2014 - Present
Rady Children's Hospital April 2012 - May 2013
University of San Diego August 2011 - May 2013
San Diego Hospice and The Institute for Palliative Medicine March 2012 - March 2013
Clark Consulting February 2009 - February 2011
AT&T Mobility March 2008 - January 2009
Southern Methodist University December 2007 - June 2008
Skills
Project Planning, Leadership, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Microsoft Word, Strategic Planning, Training, Community Outreach, Research, Case Management, Fundraising, Case Managment, Nonprofits, Family Therapy, Access
Education
University of San Diego 2011 — 2013
Master's degree, Marital and Family Therapy
Southern Methodist University 2003 — 2008
Sociology/ Markets and Culture, Social Sciences
Jason Judisch Jason Judisch's Clark Consulting Experience 2005 - February 2011
Job Business Development Advisor
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. April 2013 - Present
Clark Consulting 2005 - February 2011
Clark Consulting 2003 - 2005
Thrivent Financial for Lutherans 2000 - 2003
Thrivent Financial for Lutherans 1997 - 1999
Skills
Customer Service, Disability Insurance, Insurance, Investments, Sales Operations, Business Development, Life Insurance, Sales, Employee Benefits, Long-term Care, Risk Management, Retirement
Education
Minnesota State University, Moorhead 2002 — 2004
B.A., Education
North Dakota State College of Science 1990 — 1991
A.A., Education
Marsh & McLennan Companies, Inc. April 2013 - Present
Clark Consulting 2005 - February 2011
Clark Consulting 2003 - 2005
Thrivent Financial for Lutherans 2000 - 2003
Thrivent Financial for Lutherans 1997 - 1999
Skills
Customer Service, Disability Insurance, Insurance, Investments, Sales Operations, Business Development, Life Insurance, Sales, Employee Benefits, Long-term Care, Risk Management, Retirement
Education
Minnesota State University, Moorhead 2002 — 2004
B.A., Education
North Dakota State College of Science 1990 — 1991
A.A., Education
Chuck Lustig Chuck Lustig's Clark Consulting Experience May 2010 - February 2011
Job Novelist & Advertising Copywriter: Creative, marketingwise and strategically smart
Industry Public Relations and Communications
Experience
ExcitingWriting Communications February 2011 - Present
University of North Texas January 2015 - May 2015
SullivanPerkins May 2014 - May 2015
Writer's Garret, a non-profit devoted to bringing the benefits of creative writing to at-risk youth. September 2013 - February 2015
Clark Consulting May 2010 - February 2011
ExcitingWriting Communications March 2009 - May 2010
NEC Unified Solutions 2006 - 2009
Q4i 2005 - 2006
ExcitingWriting Communications 1990 - February 2005
McCann Erickson 1988 - 1990
Skills
Copywriting, Thought Leadership, Communication Strategy, Public Relations, Advertising, Blogging, Case Studies, Sales Support, White Papers, Content Writing, Strategic Communications, Press Releases, Strategy, Digital Marketing, Marketing Copy, Content Development, Marketing, Start-ups, Marketing Communications, Brochures, Media Relations, Content Strategy, Sales Operations, Publishing, Corporate Communications, Copy Editing, Web Content, Newsletters, Email Marketing, Video, Web Strategy, Integrated Marketing, Brand Development, Speech Writing, Corporate Branding, Social Networking, Direct Marketing, Internal Communications, Social Media Marketing, Messaging, Content Management, SEO, Crisis Communications, B2B Marketing, Content Marketing, Social Media Measurement, Publicity, Online Marketing, Web Content Management, Communications Planning
Education
University of Iowa 1970 — 1972
MFA, Creative Writing/Literature
Rutgers University 1963 — 1967
Bachelor of Arts, History
ExcitingWriting Communications February 2011 - Present
University of North Texas January 2015 - May 2015
SullivanPerkins May 2014 - May 2015
Writer's Garret, a non-profit devoted to bringing the benefits of creative writing to at-risk youth. September 2013 - February 2015
Clark Consulting May 2010 - February 2011
ExcitingWriting Communications March 2009 - May 2010
NEC Unified Solutions 2006 - 2009
Q4i 2005 - 2006
ExcitingWriting Communications 1990 - February 2005
McCann Erickson 1988 - 1990
Skills
Copywriting, Thought Leadership, Communication Strategy, Public Relations, Advertising, Blogging, Case Studies, Sales Support, White Papers, Content Writing, Strategic Communications, Press Releases, Strategy, Digital Marketing, Marketing Copy, Content Development, Marketing, Start-ups, Marketing Communications, Brochures, Media Relations, Content Strategy, Sales Operations, Publishing, Corporate Communications, Copy Editing, Web Content, Newsletters, Email Marketing, Video, Web Strategy, Integrated Marketing, Brand Development, Speech Writing, Corporate Branding, Social Networking, Direct Marketing, Internal Communications, Social Media Marketing, Messaging, Content Management, SEO, Crisis Communications, B2B Marketing, Content Marketing, Social Media Measurement, Publicity, Online Marketing, Web Content Management, Communications Planning
Education
University of Iowa 1970 — 1972
MFA, Creative Writing/Literature
Rutgers University 1963 — 1967
Bachelor of Arts, History
Donavin Prescott Donavin Prescott's Clark Consulting Experience 2002 - 2008
Job Realtor at Coldwell Banker Burnet
Industry Real Estate
Experience
Dakota Stables January 2008 - Present
Coldwell Banker Burnet October 2004 - Present
Clark Consulting 2002 - 2008
Skills
First Time Home Buyers, Investment Properties, Short Sales, Foreclosures, Single Family Homes, Sales, Relocation, Sellers, Residential Homes, Customer Service, Selling, Real Estate Transactions, REO, Move Up Buyers, Investors, Buyers, Marketing, Townhomes, Microsoft Office, Referrals, Buyer Representation, FHA, Real Estate, HUD, ABR, Listings, Mortgage Lending
Education
Luther College 1998 — 2002
Bachelor of Arts (BA)
Dakota Stables January 2008 - Present
Coldwell Banker Burnet October 2004 - Present
Clark Consulting 2002 - 2008
Skills
First Time Home Buyers, Investment Properties, Short Sales, Foreclosures, Single Family Homes, Sales, Relocation, Sellers, Residential Homes, Customer Service, Selling, Real Estate Transactions, REO, Move Up Buyers, Investors, Buyers, Marketing, Townhomes, Microsoft Office, Referrals, Buyer Representation, FHA, Real Estate, HUD, ABR, Listings, Mortgage Lending
Education
Luther College 1998 — 2002
Bachelor of Arts (BA)
Bryan Hunt's Clark Consulting Experience 2004 - 2006
Job Consultant at Heartland
Industry Human Resources
Experience
Heartland Ovation Payroll June 2015 - Present
Paychex 2010 - May 2015
Cammack LaRhette Consulting March 2009 - July 2010
ING October 2006 - 2009
Clark Consulting 2004 - 2006
The Newport Group 2002 - 2004
Wells Fargo 2000 - 2002
Morgan Stanley 1997 - 2000
ADP 1991 - 1997
Shearson Lehman Brothers 1986 - 1991
Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process
Education
Cardinal Gibbons High School Ft. Lauderdale, FL
Jacksonville University
Heartland Ovation Payroll June 2015 - Present
Paychex 2010 - May 2015
Cammack LaRhette Consulting March 2009 - July 2010
ING October 2006 - 2009
Clark Consulting 2004 - 2006
The Newport Group 2002 - 2004
Wells Fargo 2000 - 2002
Morgan Stanley 1997 - 2000
ADP 1991 - 1997
Shearson Lehman Brothers 1986 - 1991
Skills
Closing, Road Warrior, Consulting, Business Development, HR Consulting, Direct Marketing, Cold Calling, Copywriting, Copy Editing, Direct Mail, ESOP, Employee Benefits, Marketing Strategy, Marine Corps, Email Marketing, Employee Engagement, Increasing ROI, Sales Management, Sales, Selling, Management, HRIS, Human Resources, Leadership, Training, Marketing, Account Management, Salesforce.com, Sales Process
Education
Cardinal Gibbons High School Ft. Lauderdale, FL
Jacksonville University
Doug Friesen's Clark Consulting Experience July 2006 - August 2007
Job Director of Compensation at La Quinta
Industry Human Resources
Experience
La Quinta March 2014 - Present
Alvarez & Marsal November 2010 - December 2013
Alvarez and Marsal November 2008 - November 2010
Alvarez & Marsal August 2007 - December 2008
Clark Consulting July 2006 - August 2007
Protiviti July 2005 - July 2006
Skills
Compensation & Benefit, Employment Tax, Employment Contracts, Employee Bankruptcy..., Employee Benefits Design, Non-Qualified Deferred..., Qualified Retirement..., Deferred Compensation, Defined Benefit, Defined Contribution, Tax, Sarbanes-Oxley Act, Mergers, Due Diligence, Financial Modeling, Claims Management, Accounting, Internal Controls, Management Consulting, Claims Auditing, Bankruptcy, Private Equity, Financial Services, Business Process..., Mergers, Mergers & Acquisitions
Education
Kansas State University 2001 — 2005
Bachelor of Science, Finance (major); Economics (minor)
La Quinta March 2014 - Present
Alvarez & Marsal November 2010 - December 2013
Alvarez and Marsal November 2008 - November 2010
Alvarez & Marsal August 2007 - December 2008
Clark Consulting July 2006 - August 2007
Protiviti July 2005 - July 2006
Skills
Compensation & Benefit, Employment Tax, Employment Contracts, Employee Bankruptcy..., Employee Benefits Design, Non-Qualified Deferred..., Qualified Retirement..., Deferred Compensation, Defined Benefit, Defined Contribution, Tax, Sarbanes-Oxley Act, Mergers, Due Diligence, Financial Modeling, Claims Management, Accounting, Internal Controls, Management Consulting, Claims Auditing, Bankruptcy, Private Equity, Financial Services, Business Process..., Mergers, Mergers & Acquisitions
Education
Kansas State University 2001 — 2005
Bachelor of Science, Finance (major); Economics (minor)
Sue Bradley, CPP Sue Bradley, CPP's Clark Consulting Experience April 2002 - April 2007
Job Staff Accountant Payroll at Ceannate Corp.
Industry Accounting
Experience
Ceannate Corp. May 2015 - Present
Rauland-Borg February 2013 - March 2015
Daniels Sharpsmart January 2011 - October 2012
COMSYS September 2010 - December 2010
Uline April 2007 - September 2010
Clark Consulting April 2002 - April 2007
Tyco Plastics April 2001 - April 2002
Border Foods Inc March 2000 - August 2001
Mate Precision Tooling October 1998 - April 2001
Life Tyme Systems Inc June 1996 - October 1998
Skills
Payroll, ADP Payroll, Employee Benefits, Human Resources, Accounts Receivable, Benefits Administration, Payroll Taxes, General Ledger, Account Reconciliation, Accounting, New Hire Orientations, Microsoft Excel, Customer Service, Auditing, FMLA, Access, ADP ReportSmith, ADP ezLaborManager, Microsoft Word, ADP Workforce Now, Train the Trainer..., Ceridian, Process Improvement, Sarbanes-Oxley Act, Software Documentation, Tax, Journal Entries, Paychex, PowerPoint, HRIS, Garnishments, Microsoft Office, Training, Spreadsheets, CPP, Recruiting, 401k, Outlook, Onboarding, Team Building, Multi-State Sales Tax, Accruals, Ceridian-Crystal Reports, Continuous Process..., System Implementations
Education
Kaplan University 2003 — 2005
Bachelor of Science (B.S.), Business Management
Minnesota School of Business 1984 — 1985
Certificate-Junior Accounting, Accounting
St. Cloud State University 1983 — 1984
No degree, General Ed classes
Ceannate Corp. May 2015 - Present
Rauland-Borg February 2013 - March 2015
Daniels Sharpsmart January 2011 - October 2012
COMSYS September 2010 - December 2010
Uline April 2007 - September 2010
Clark Consulting April 2002 - April 2007
Tyco Plastics April 2001 - April 2002
Border Foods Inc March 2000 - August 2001
Mate Precision Tooling October 1998 - April 2001
Life Tyme Systems Inc June 1996 - October 1998
Skills
Payroll, ADP Payroll, Employee Benefits, Human Resources, Accounts Receivable, Benefits Administration, Payroll Taxes, General Ledger, Account Reconciliation, Accounting, New Hire Orientations, Microsoft Excel, Customer Service, Auditing, FMLA, Access, ADP ReportSmith, ADP ezLaborManager, Microsoft Word, ADP Workforce Now, Train the Trainer..., Ceridian, Process Improvement, Sarbanes-Oxley Act, Software Documentation, Tax, Journal Entries, Paychex, PowerPoint, HRIS, Garnishments, Microsoft Office, Training, Spreadsheets, CPP, Recruiting, 401k, Outlook, Onboarding, Team Building, Multi-State Sales Tax, Accruals, Ceridian-Crystal Reports, Continuous Process..., System Implementations
Education
Kaplan University 2003 — 2005
Bachelor of Science (B.S.), Business Management
Minnesota School of Business 1984 — 1985
Certificate-Junior Accounting, Accounting
St. Cloud State University 1983 — 1984
No degree, General Ed classes
Michael Winemiller Michael Winemiller's Clark Consulting Experience 1999 - 2004
Job Administrative Coordinator (Grants & Finance)
Industry Hospital & Health Care
Experience
UT Southwestern Medical Center July 2009 - Present
Apple 2008 - 2010
American Language Technologies 2007 - 2008
Bank of Texas 2004 - 2007
Washington Mutual Bank May 2004 - November 2004
Clark Consulting 1999 - 2004
GuideStone Financial Resources June 1997 - October 1999
Skills
Management, Project Management, Nonprofits, Strategic Planning, Proposal Writing, Leadership, Customer Service, Program Management, Budgets, Training, Grants, Sales Management, Recruiting, Research, Microsoft Office, Fundraising, Sales, Leadership Development, Public Speaking, Strategy, Business Development, Team Building, Social Media, Marketing, Event Planning
Education
Ouachita Baptist University 1993 — 1997
Bachelor of Arts (B.A.), Political Science/Communications
UT Southwestern Medical Center July 2009 - Present
Apple 2008 - 2010
American Language Technologies 2007 - 2008
Bank of Texas 2004 - 2007
Washington Mutual Bank May 2004 - November 2004
Clark Consulting 1999 - 2004
GuideStone Financial Resources June 1997 - October 1999
Skills
Management, Project Management, Nonprofits, Strategic Planning, Proposal Writing, Leadership, Customer Service, Program Management, Budgets, Training, Grants, Sales Management, Recruiting, Research, Microsoft Office, Fundraising, Sales, Leadership Development, Public Speaking, Strategy, Business Development, Team Building, Social Media, Marketing, Event Planning
Education
Ouachita Baptist University 1993 — 1997
Bachelor of Arts (B.A.), Political Science/Communications
Robert R. Frump Robert R. Frump's Clark Consulting Experience February 2009 - September 2010
Job Author and Corporate Communications
Industry Writing and Editing
Experience
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Morgan Stanley Wealth Management September 2010 - Present
Clark Consulting February 2009 - September 2010
Race Point Strategic Content, Inc. June 2008 - September 2010
Fort Worth Star-Telegram 1910 - 2009
Freelance 1910 - 2009
UBS February 2007 - July 2008
UBS Wealth Management February 2007 - July 2008
UBS Financial Services, Inc February 2007 - June 2008
UBS Financial Serivces 2007 - 2008
Merrill Lynch October 2000 - November 2006
Skills
content, writing, author, Publishing, Custom Publishing, Investigative Reporting, Process Engineering, Online Publishing, Publications, Transportation, Compliance, Series 7, Editing, Series 66, Series 24, FINRA, Journalism, Magazines, Books, Social Media, Public Relations, Blogging, Copy Editing, Promotions, Ebooks, Editorial, Press Releases, Change Management, Media Relations, Newspaper, Proofreading, Newsletters, Integrated Marketing, Retail, Content Development, Corporate Communications, Copywriting, Research, Internal Communications, Content Management, Marketing Communications, Strategic Communications, Web Content, Social Networking, Public Speaking, Marketing Strategy, Fundraising, Digital Media, Advertising, Online Marketing
Education
Northwestern University 1969 — 1970
MSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BSJ, Journalism
University of Illinois at Urbana-Champaign 1965 — 1969
BS, Journ
Michael Caulfield Michael Caulfield's Clark Consulting Experience July 2010 - January 2012
Job Annuities Divisional Operations Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2012 - Present
Clark Consulting July 2010 - January 2012
LPL Financial July 2005 - March 2009
San Diego Christian College 2006 - 2008
LPL Financial (Linsco/Private Ledger) July 2005 - June 2006
La Jolla Presbyterian Church 2004 - 2006
CoStar Group February 2004 - July 2005
American Century Investments February 2001 - August 2003
American Express Financial Advisors (Ameriprise) March 2000 - February 2001
Van Kampen American Capital October 1992 - February 1996
Skills
People Skills, Organizational..., Technological Acumen, Investments, Insurance, Fixed Annuities, Series 7, Risk Management, Technology, Retirement, Business Acumen, Management, Selling Skills, Time Management, Equities, Financial Services, Securities, Financial Analysis, Retirement Planning, Mutual Funds, Compliance, Asset Managment, Strategic Financial..., Life Insurance, Training, Portfolio Management, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Trading, FINRA, Investment Advisory, Fixed Income, Investment Management, Variable Annuities, Series 65, Investment Strategies, Series 6, 401k, Analysis, ETFs, Uniform Combined State..., Capital Markets, Financial Planners, Bonds, Asset Management, Alternative Investments, Financial Risk, Options
Education
Rockhurst University 1993 — 1997
MBA, Finance & Management
The University of Kansas 1983 — 1988
BSJ, Advertising (Journalism)
TD Ameritrade January 2012 - Present
Clark Consulting July 2010 - January 2012
LPL Financial July 2005 - March 2009
San Diego Christian College 2006 - 2008
LPL Financial (Linsco/Private Ledger) July 2005 - June 2006
La Jolla Presbyterian Church 2004 - 2006
CoStar Group February 2004 - July 2005
American Century Investments February 2001 - August 2003
American Express Financial Advisors (Ameriprise) March 2000 - February 2001
Van Kampen American Capital October 1992 - February 1996
Skills
People Skills, Organizational..., Technological Acumen, Investments, Insurance, Fixed Annuities, Series 7, Risk Management, Technology, Retirement, Business Acumen, Management, Selling Skills, Time Management, Equities, Financial Services, Securities, Financial Analysis, Retirement Planning, Mutual Funds, Compliance, Asset Managment, Strategic Financial..., Life Insurance, Training, Portfolio Management, Wealth Management, Financial Advisory, Series 63, Asset Allocation, Trading, FINRA, Investment Advisory, Fixed Income, Investment Management, Variable Annuities, Series 65, Investment Strategies, Series 6, 401k, Analysis, ETFs, Uniform Combined State..., Capital Markets, Financial Planners, Bonds, Asset Management, Alternative Investments, Financial Risk, Options
Education
Rockhurst University 1993 — 1997
MBA, Finance & Management
The University of Kansas 1983 — 1988
BSJ, Advertising (Journalism)
David Lentz, CPA David Lentz, CPA's Clark Consulting Experience 2011 - September 2014
Job at
Industry Accounting
Experience
Tribune Media March 2015 - Present
Clark Consulting 2011 - September 2014
Ajilon Consulting June 2010 - April 2011
Lentz Accounting Services January 2009 - January 2010
ITT WEDECO August 2008 - October 2008
Aon Consulting August 2007 - February 2008
Landmark Aviation April 2006 - January 2007
WILCOHESS LLC July 2000 - April 2006
Oakwood Homes May 1995 - February 2000
Oakwood Homes 1995 - 2000
Skills
General Ledger, Accounting, Fixed Assets, Account Reconciliation, Cash Management, Financial Accounting, Sales Tax, Finance, QuickBooks, Tax, PeopleSoft, Variance Analysis, Internal Controls, Accounts Receivable, Analysis, Financial Statements, Sarbanes-Oxley Act, CPA, Auditing, GAAP, ERP, Financial Reporting, Accounts Payable, Payroll Taxes, Tax Accounting, Tax Preparation, Payroll, Corporate Tax, SEC filings
Education
North Carolina State University 1984 — 1989
B.A., Accounting
RJ Reynolds 1983 — 1984
Tribune Media March 2015 - Present
Clark Consulting 2011 - September 2014
Ajilon Consulting June 2010 - April 2011
Lentz Accounting Services January 2009 - January 2010
ITT WEDECO August 2008 - October 2008
Aon Consulting August 2007 - February 2008
Landmark Aviation April 2006 - January 2007
WILCOHESS LLC July 2000 - April 2006
Oakwood Homes May 1995 - February 2000
Oakwood Homes 1995 - 2000
Skills
General Ledger, Accounting, Fixed Assets, Account Reconciliation, Cash Management, Financial Accounting, Sales Tax, Finance, QuickBooks, Tax, PeopleSoft, Variance Analysis, Internal Controls, Accounts Receivable, Analysis, Financial Statements, Sarbanes-Oxley Act, CPA, Auditing, GAAP, ERP, Financial Reporting, Accounts Payable, Payroll Taxes, Tax Accounting, Tax Preparation, Payroll, Corporate Tax, SEC filings
Education
North Carolina State University 1984 — 1989
B.A., Accounting
RJ Reynolds 1983 — 1984
Ami Gavali's Clark Consulting Experience September 2005 - Present
Job Application Consultant at Clark Consulting
Industry Computer Software
Experience
Clark Consulting September 2005 - Present
Mindbrook Inc., January 2003 - August 2005
Hyseq Inc. September 2000 - December 2002
Sybase February 2000 - August 2000
United States Department of Agriculture April 1998 - January 2000
Elecon Engineering Company May 1996 - March 1998
Elecon Engineering Company April 1994 - April 1996
Skills
SaaS, Databases, Business Objects Data..., SQL, Microsoft SQL Server, OLTP, AMI, VB.NET, PowerPivot, Operating Systems, Software Documentation, SSRS, Quality Assurance, Program Management, Business Analysis, SDLC
Education
Sardar Patel University 1991 — 1994
Masters, Computer Applications
Sardar Patel University 1989 — 1991
Bachelors, Computer Science
Clark Consulting September 2005 - Present
Mindbrook Inc., January 2003 - August 2005
Hyseq Inc. September 2000 - December 2002
Sybase February 2000 - August 2000
United States Department of Agriculture April 1998 - January 2000
Elecon Engineering Company May 1996 - March 1998
Elecon Engineering Company April 1994 - April 1996
Skills
SaaS, Databases, Business Objects Data..., SQL, Microsoft SQL Server, OLTP, AMI, VB.NET, PowerPivot, Operating Systems, Software Documentation, SSRS, Quality Assurance, Program Management, Business Analysis, SDLC
Education
Sardar Patel University 1991 — 1994
Masters, Computer Applications
Sardar Patel University 1989 — 1991
Bachelors, Computer Science
Nadine Gregerson's Clark Consulting Experience June 2002 - July 2005
Job Digital Marketing
Industry Machinery
Experience
Tennant Company January 2015 - Present
Crescent Cove (formerly Children's Lighthouse of Minnesota) August 2009 - Present
Center for Diagnostic Imaging December 2013 - January 2015
Insight Imaging July 2012 - January 2015
Center for Diagnostic Imaging & Insight Imaging June 2008 - December 2013
Integrated Healthcare Strategies July 2005 - June 2008
Clark Consulting June 2002 - July 2005
Skills
Strategic Planning, Marketing, Marketing Communications, Fundraising, Public Relations, Marketing Strategy, Event Planning, Healthcare, Online Marketing, Website Development, Brand Development, Copywriting, SEO, Project Management, Event Management, Corporate Communications, Digital Marketing, Leadership, Management, Strategy, Marketing Management
Education
St. Cloud State University 1998 — 2002
Tennant Company January 2015 - Present
Crescent Cove (formerly Children's Lighthouse of Minnesota) August 2009 - Present
Center for Diagnostic Imaging December 2013 - January 2015
Insight Imaging July 2012 - January 2015
Center for Diagnostic Imaging & Insight Imaging June 2008 - December 2013
Integrated Healthcare Strategies July 2005 - June 2008
Clark Consulting June 2002 - July 2005
Skills
Strategic Planning, Marketing, Marketing Communications, Fundraising, Public Relations, Marketing Strategy, Event Planning, Healthcare, Online Marketing, Website Development, Brand Development, Copywriting, SEO, Project Management, Event Management, Corporate Communications, Digital Marketing, Leadership, Management, Strategy, Marketing Management
Education
St. Cloud State University 1998 — 2002
Jo'Von N. Callaham's Clark Consulting Experience March 2014 - September 2015
Job Senior Carrier Analyst at Clark Consulting
Industry Accounting
Experience
The Newport Group September 2015 - Present
Clark Consulting March 2014 - September 2015
Clark Consulting August 2010 - March 2014
Clark Consulting November 2007 - August 2010
Ajilon Finance Solutions 2007 - 2007
Moses Cone Health Systems 2007 - 2007
Georgia-Pacific LLC April 2005 - December 2006
New Covenant Christian Center, Inc. December 2003 - November 2005
NC A&T State University 2004 - 2004
PricewaterhouseCoopers September 2000 - March 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Finance, Auditing, Financial Modeling, Internal Controls, Budgets, Leadership
Education
Howard University 1996 — 2000
Bachelor’s Degree, Accounting
The Newport Group September 2015 - Present
Clark Consulting March 2014 - September 2015
Clark Consulting August 2010 - March 2014
Clark Consulting November 2007 - August 2010
Ajilon Finance Solutions 2007 - 2007
Moses Cone Health Systems 2007 - 2007
Georgia-Pacific LLC April 2005 - December 2006
New Covenant Christian Center, Inc. December 2003 - November 2005
NC A&T State University 2004 - 2004
PricewaterhouseCoopers September 2000 - March 2003
Skills
Financial Analysis, Financial Reporting, Strategic Financial..., Accounting, Finance, Auditing, Financial Modeling, Internal Controls, Budgets, Leadership
Education
Howard University 1996 — 2000
Bachelor’s Degree, Accounting
Andrea Svor's Clark Consulting Experience May 2001 - November 2008
Job Account Specialist at The Standard
Industry Financial Services
Experience
The Standard March 2009 - Present
Clark Consulting May 2001 - November 2008
Prudential Financial 1998 - 2001
Skills
Employee Benefits, Insurance, Management, Health Insurance, 401k, Sales, Coaching, Strategic Planning, Term Life Insurance, Long-term Care, Underwriting, Health Savings Accounts, Retirement, COBRA, Customer Service, Leadership
Education
St. Catherine University 2002 — 2005
MA, Organizational Leadership
St. Cloud State University 1992 — 1997
BA, Speech Communication
The Standard March 2009 - Present
Clark Consulting May 2001 - November 2008
Prudential Financial 1998 - 2001
Skills
Employee Benefits, Insurance, Management, Health Insurance, 401k, Sales, Coaching, Strategic Planning, Term Life Insurance, Long-term Care, Underwriting, Health Savings Accounts, Retirement, COBRA, Customer Service, Leadership
Education
St. Catherine University 2002 — 2005
MA, Organizational Leadership
St. Cloud State University 1992 — 1997
BA, Speech Communication
Matt Brei's Clark Consulting Experience 2002 - 2008
Job Senior Vice President & Partner at Blanchard Consulting Group
Industry Management Consulting
Experience
Blanchard Consulting Group June 2011 - Present
Blanchard Chase September 2010 - June 2011
Amalfi Consulting January 2008 - September 2010
Clark Consulting 2002 - 2008
Arthur Andersen August 1998 - May 2002
Education
Luther College 1994 — 1998
BA, Accounting & Business Management
Blanchard Consulting Group June 2011 - Present
Blanchard Chase September 2010 - June 2011
Amalfi Consulting January 2008 - September 2010
Clark Consulting 2002 - 2008
Arthur Andersen August 1998 - May 2002
Education
Luther College 1994 — 1998
BA, Accounting & Business Management
Ben Wickum's Clark Consulting Experience March 2002 - December 2007
Job Finance Director at Collins Community Credit Union
Industry Accounting
Experience
Collins Community Credit Union August 2013 - Present
McGladrey November 2011 - August 2013
Gardiner Thomsen, CPAs May 2009 - October 2011
de Koning & Company, LLC January 2008 - May 2009
Clark Consulting March 2002 - December 2007
Voyager Bank November 1999 - March 2002
Skills
Financial Analysis, Insurance, Investments, Financial Services, Internal Audit, Underwriting, Cash Management, Accounting, Process Improvement, Financial Reporting, Financial Modeling, Analysis
Education
University of St. Thomas 1996 — 1999
MBA, Accounting
Hamline University 1989 — 1993
Bachelor of Arts, English
Collins Community Credit Union August 2013 - Present
McGladrey November 2011 - August 2013
Gardiner Thomsen, CPAs May 2009 - October 2011
de Koning & Company, LLC January 2008 - May 2009
Clark Consulting March 2002 - December 2007
Voyager Bank November 1999 - March 2002
Skills
Financial Analysis, Insurance, Investments, Financial Services, Internal Audit, Underwriting, Cash Management, Accounting, Process Improvement, Financial Reporting, Financial Modeling, Analysis
Education
University of St. Thomas 1996 — 1999
MBA, Accounting
Hamline University 1989 — 1993
Bachelor of Arts, English
Sandy Vehrs's Clark Consulting Experience June 2003 - October 2008
Job Security Compliance Specialist at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2013 - Present
Ameriprise Financial October 2008 - August 2012
Clark Consulting June 2003 - October 2008
RBC Dain Rauscher June 2002 - April 2003
Piper Jaffray July 1991 - June 2002
Skills
Series 7, Series 9, Series 24, Series 63, Series 66, FINRA, Mutual Funds, Disability Insurance, Financial Services, Risk Management, Financial Risk, Insurance, Securities, Analysis, Employee Benefits, Wealth Management, Retirement Planning, Finance, Leadership
Education
St. Cloud State University 1988 — 1991
BS, Business Administration
Willmar Community College 1986 — 1988
Associate of Arts (A.A.), Legal Secretary
Redwood Falls High School 1983 — 1986
E*TRADE Financial May 2013 - Present
Ameriprise Financial October 2008 - August 2012
Clark Consulting June 2003 - October 2008
RBC Dain Rauscher June 2002 - April 2003
Piper Jaffray July 1991 - June 2002
Skills
Series 7, Series 9, Series 24, Series 63, Series 66, FINRA, Mutual Funds, Disability Insurance, Financial Services, Risk Management, Financial Risk, Insurance, Securities, Analysis, Employee Benefits, Wealth Management, Retirement Planning, Finance, Leadership
Education
St. Cloud State University 1988 — 1991
BS, Business Administration
Willmar Community College 1986 — 1988
Associate of Arts (A.A.), Legal Secretary
Redwood Falls High School 1983 — 1986
Thomas Bennek's Clark Consulting Experience August 2006 - November 2008
Job Sr. Analyst at Institutional Insurance Group LLC (IIG)
Industry Financial Services
Experience
Institutional Insurance Group LLC (IIG) May 2013 - Present
Jeffrey Slocum & Associates November 2008 - June 2012
Clark Consulting August 2006 - November 2008
North American Banking Company/ICA January 2005 - August 2006
Skills
Excel, Analysis, Research, Microsoft Office, Asset Management, Microsoft Excel, Risk Management, Financial Modeling, Investments, Mutual Funds, Investment Strategies, Financial Analysis, Investment Management, Wealth Management, Series 7, Strategic Financial...
Education
Minnesota State University, Mankato 2000 — 2004
Bachelor of Science, Institutional Finance
Institutional Insurance Group LLC (IIG) May 2013 - Present
Jeffrey Slocum & Associates November 2008 - June 2012
Clark Consulting August 2006 - November 2008
North American Banking Company/ICA January 2005 - August 2006
Skills
Excel, Analysis, Research, Microsoft Office, Asset Management, Microsoft Excel, Risk Management, Financial Modeling, Investments, Mutual Funds, Investment Strategies, Financial Analysis, Investment Management, Wealth Management, Series 7, Strategic Financial...
Education
Minnesota State University, Mankato 2000 — 2004
Bachelor of Science, Institutional Finance
Danielle Pei's Clark Consulting Experience June 2002 - June 2003
Job SOX/PCI/HIPAA Compliance at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente October 2011 - Present
CIT Group May 2007 - April 2011
PricewaterhouseCoopers July 2003 - May 2007
Clark Consulting June 2002 - June 2003
New York Academy of Medicine August 2001 - June 2002
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, Data Management, CISA, Internal Audit, SAS70, Sarbanes-Oxley, Enterprise Risk..., Internal Controls, Process Improvement, Risk Assessment
Education
Pennsylvania State University - University Park
BS, Management Science & Information Systems
Kaiser Permanente October 2011 - Present
CIT Group May 2007 - April 2011
PricewaterhouseCoopers July 2003 - May 2007
Clark Consulting June 2002 - June 2003
New York Academy of Medicine August 2001 - June 2002
Skills
IT Audit, Sarbanes-Oxley Act, Auditing, Data Management, CISA, Internal Audit, SAS70, Sarbanes-Oxley, Enterprise Risk..., Internal Controls, Process Improvement, Risk Assessment
Education
Pennsylvania State University - University Park
BS, Management Science & Information Systems
Lindsay Desnoyers's Clark Consulting Experience May 2006 - November 2008
Job Financial Analyst Manager at US Bank
Industry Banking
Experience
U.S. Bank November 2008 - Present
Clark Consulting May 2006 - November 2008
Clark Consulting March 2005 - May 2006
U.S. Bank December 2003 - October 2005
Skills
Financial Analysis, Insurance, Analysis, Process Improvement, Employee Benefits, Life Insurance, Technology, Access, Essbase, Oracle SQL, Oracle Applications, Excel, Microsoft Excel, Banking, Accounting, Customer Service
Education
Minnesota State University, Mankato 1999 — 2004
Bachelor of Science, Finance
U.S. Bank November 2008 - Present
Clark Consulting May 2006 - November 2008
Clark Consulting March 2005 - May 2006
U.S. Bank December 2003 - October 2005
Skills
Financial Analysis, Insurance, Analysis, Process Improvement, Employee Benefits, Life Insurance, Technology, Access, Essbase, Oracle SQL, Oracle Applications, Excel, Microsoft Excel, Banking, Accounting, Customer Service
Education
Minnesota State University, Mankato 1999 — 2004
Bachelor of Science, Finance
Carrie Davila's Clark Consulting Experience August 2002 - September 2004
Job Group Controller at GP Strategies Corporation
Industry Financial Services
Experience
GP Strategies Corporation December 2012 - Present
GP Strategies Corporation December 2007 - December 2012
Allied Van Lines September 2004 - January 2008
Clark Consulting August 2002 - September 2004
Maxim Group/ TEKsystems June 2000 - August 2002
Skills
Forecasting, Financial Analysis, Budgets, Microsoft Office, Project Management, Microsoft Excel, Training, Strategic Planning, Finance, Accounting, Process Improvement, Auditing, Team Building
Education
Penn State University 1996 — 2000
Bachelor of Science, Finance & Economics
GP Strategies Corporation December 2012 - Present
GP Strategies Corporation December 2007 - December 2012
Allied Van Lines September 2004 - January 2008
Clark Consulting August 2002 - September 2004
Maxim Group/ TEKsystems June 2000 - August 2002
Skills
Forecasting, Financial Analysis, Budgets, Microsoft Office, Project Management, Microsoft Excel, Training, Strategic Planning, Finance, Accounting, Process Improvement, Auditing, Team Building
Education
Penn State University 1996 — 2000
Bachelor of Science, Finance & Economics
Anna Miller Goodman's Clark Consulting Experience March 2002 - January 2012
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group February 2014 - Present
MullinTBG January 2012 - February 2014
Clark Consulting March 2002 - January 2012
Pacific Life Insurance Company January 2000 - March 2002
Pacific Life Insurance Company January 1998 - 2000
Skills
Insurance, Series 63, Employee Benefits, Retirement, Customer Service, CRM, Process Improvement, Series 6, Life Insurance, Business Process...
Education
Orange Coast College
The Newport Group February 2014 - Present
MullinTBG January 2012 - February 2014
Clark Consulting March 2002 - January 2012
Pacific Life Insurance Company January 2000 - March 2002
Pacific Life Insurance Company January 1998 - 2000
Skills
Insurance, Series 63, Employee Benefits, Retirement, Customer Service, CRM, Process Improvement, Series 6, Life Insurance, Business Process...
Education
Orange Coast College
Dawn Schielein's Clark Consulting Experience October 2004 - February 2011
Job Head Volleyball Coach at Morton High School District 709
Industry Sports
Experience
Morton High School District 709 June 2014 - Present
Schielein & Sons Construction October 2010 - July 2013
Clark Consulting October 2004 - February 2011
Skills
Financial Analysis, Sales, Leadership, Insurance, Budgets, Customer Service
Education
Parkland College 2000 — 2002
Business
Morton High School District 709 June 2014 - Present
Schielein & Sons Construction October 2010 - July 2013
Clark Consulting October 2004 - February 2011
Skills
Financial Analysis, Sales, Leadership, Insurance, Budgets, Customer Service
Education
Parkland College 2000 — 2002
Business
Ryan Byrne's Clark Consulting Experience September 2005 - May 2007
Job Lead Mobile Consultant at Magenic
Industry Computer Software
Experience
Magenic August 2014 - Present
Appmosphere, Inc. May 2014 - December 2014
Periscope January 2014 - May 2014
Digineer 2013 - May 2014
Magenic 2014 - 2014
ByME Inc. April 2013 - December 2013
Sierra Bravo/Nerdery Interactive Labs March 2010 - March 2013
Harris IT Services October 2008 - March 2010
Securian Financial Group May 2007 - October 2008
Clark Consulting September 2005 - May 2007
Skills
JavaScript, C#, Software Development, .NET, jQuery, CSS, ASP.NET MVC, Java, Subversion, VB.NET, Web Applications, Web Development, LINQ, Android, Silverlight, Windows Azure, Git, knockout.js, .Net mvc, Web API, MonoDroid, MonoTouch, Neo4j, Facebook API, Xamarin iOS, Xamarin Forms
Education
Michigan Technological University 2001 — 2005
Bachelor of Science (BS), Computer Science
Magenic August 2014 - Present
Appmosphere, Inc. May 2014 - December 2014
Periscope January 2014 - May 2014
Digineer 2013 - May 2014
Magenic 2014 - 2014
ByME Inc. April 2013 - December 2013
Sierra Bravo/Nerdery Interactive Labs March 2010 - March 2013
Harris IT Services October 2008 - March 2010
Securian Financial Group May 2007 - October 2008
Clark Consulting September 2005 - May 2007
Skills
JavaScript, C#, Software Development, .NET, jQuery, CSS, ASP.NET MVC, Java, Subversion, VB.NET, Web Applications, Web Development, LINQ, Android, Silverlight, Windows Azure, Git, knockout.js, .Net mvc, Web API, MonoDroid, MonoTouch, Neo4j, Facebook API, Xamarin iOS, Xamarin Forms
Education
Michigan Technological University 2001 — 2005
Bachelor of Science (BS), Computer Science
Alison Wise's Clark Consulting Experience April 1990 - April 1995
Job Consultant at AonHewitt
Industry Financial Services
Experience
Aon May 2000 - Present
Andesa Companies April 1995 - May 2000
Clark Consulting April 1990 - April 1995
Skills
Retirement, Employee Benefits, Defined Benefit, Deferred Compensation, Insurance, 401k, COLI, Executive Benefit..., Disability Insurance, Retirement Planning, Benefits Administration
Education
Southern Methodist University 1982 — 1986
Bachelor of Arts (BA), Sociology
Aon May 2000 - Present
Andesa Companies April 1995 - May 2000
Clark Consulting April 1990 - April 1995
Skills
Retirement, Employee Benefits, Defined Benefit, Deferred Compensation, Insurance, 401k, COLI, Executive Benefit..., Disability Insurance, Retirement Planning, Benefits Administration
Education
Southern Methodist University 1982 — 1986
Bachelor of Arts (BA), Sociology
Robert Kain's Clark Consulting Experience May 2008 - April 2011
Job Operations Manager at Infosys McCamish Systems
Industry Financial Services
Experience
Infosys McCamish Systems May 2012 - Present
Tegrit Administrators, LLC July 2011 - April 2012
Clark Consulting May 2008 - April 2011
Matria May 2006 - March 2008
CBIZ Benmark 2004 - 2006
Benmark, Inc. 2001 - 2006
US Marine Corps 1978 - 2000
Education
Hawaii Pacific University 2000 — 2001
MBA, Accounting
Hawaii Pacific University 1996 — 2000
BSBA, Finance
Hawaii Pacific University 1996 — 2000
BSBA, Management
Infosys McCamish Systems May 2012 - Present
Tegrit Administrators, LLC July 2011 - April 2012
Clark Consulting May 2008 - April 2011
Matria May 2006 - March 2008
CBIZ Benmark 2004 - 2006
Benmark, Inc. 2001 - 2006
US Marine Corps 1978 - 2000
Education
Hawaii Pacific University 2000 — 2001
MBA, Accounting
Hawaii Pacific University 1996 — 2000
BSBA, Finance
Hawaii Pacific University 1996 — 2000
BSBA, Management
Sarah Boswell-Healey's Clark Consulting Experience July 2005 - February 2007
Job Associate Director, Optum Privacy at UnitedHealth Group
Industry Law Practice
Experience
UnitedHealth Group December 2014 - Present
UnitedHealth Group January 2012 - December 2014
Seiler & Associates May 2007 - January 2012
Clark Consulting July 2005 - February 2007
Skills
Executive Pay, Benefits Administration, Employee Benefits, Incentive Programs, Deferred Compensation, Performance Management, Westlaw, Onboarding, Legal Research, Policy, Human Resources
Education
William Mitchell College of Law 2001 — 2004
Saint Olaf College 1988 — 1992
Bachelor of Arts, Art History
UnitedHealth Group December 2014 - Present
UnitedHealth Group January 2012 - December 2014
Seiler & Associates May 2007 - January 2012
Clark Consulting July 2005 - February 2007
Skills
Executive Pay, Benefits Administration, Employee Benefits, Incentive Programs, Deferred Compensation, Performance Management, Westlaw, Onboarding, Legal Research, Policy, Human Resources
Education
William Mitchell College of Law 2001 — 2004
Saint Olaf College 1988 — 1992
Bachelor of Arts, Art History
Bruce Brownell's Clark Consulting Experience 2000 - 2007
Job Managing Director at Fulcrum Partners, LLC, Leaders in Executive Compensation; Financial Services Consultant
Industry Financial Services
Experience
Fulcrum Partners, LLC July 2006 - Present
Clark Consulting 2000 - 2007
Skills
Executive Pay, Employee Benefits, Financial Education, Mergers, Incentives, Executive Retention, Long Term Wealth..., Asset Diversification, Compensation, Benefit Integration, IRC Section 409A, Estate Planning, Defined Benefit, Life Insurance, FINRA, SERPs, Retirement, Securities
Education
Kenyon College 1975 — 1979
Bachelor of Arts, English Literature
Fulcrum Partners, LLC July 2006 - Present
Clark Consulting 2000 - 2007
Skills
Executive Pay, Employee Benefits, Financial Education, Mergers, Incentives, Executive Retention, Long Term Wealth..., Asset Diversification, Compensation, Benefit Integration, IRC Section 409A, Estate Planning, Defined Benefit, Life Insurance, FINRA, SERPs, Retirement, Securities
Education
Kenyon College 1975 — 1979
Bachelor of Arts, English Literature
Nathan Ammermann's Clark Consulting Experience June 2002 - May 2005
Job Producer A+ Insurance Agency Inc.
Industry Insurance
Experience
A+ Insurance Agency Inc. June 2005 - Present
Clark Consulting June 2002 - May 2005
SFM October 1999 - May 2002
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Life Insurance, Workers Compensation, Health Insurance, Series 63, Customer Service
Education
Northwestern College 1995 — 1999
Bachelor of Science in History
A+ Insurance Agency Inc. June 2005 - Present
Clark Consulting June 2002 - May 2005
SFM October 1999 - May 2002
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Insurance, Life Insurance, Workers Compensation, Health Insurance, Series 63, Customer Service
Education
Northwestern College 1995 — 1999
Bachelor of Science in History
Blake Sipek, MBA's Clark Consulting Experience June 2005 - July 2008
Job Director of Operations Finance at Edmentum
Industry Information Technology and Services
Experience
Edmentum November 2012 - Present
Ameriprise Financial September 2010 - November 2012
XATA Corporation July 2008 - October 2010
Clark Consulting June 2005 - July 2008
Household Finance July 2004 - June 2005
Skills
Financial Analysis, Process Improvement, Forecasting, Analysis, Accounting, Team Leadership, Strategic Planning, Microsoft Excel, Budgets, Mergers, Capital Budgeting, Working Capital..., Mergers & Acquisitions, Banking, Cross-functional Team..., Finance, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
St. Olaf College 2000 — 2004
BA, Economics and Finance
Edmentum November 2012 - Present
Ameriprise Financial September 2010 - November 2012
XATA Corporation July 2008 - October 2010
Clark Consulting June 2005 - July 2008
Household Finance July 2004 - June 2005
Skills
Financial Analysis, Process Improvement, Forecasting, Analysis, Accounting, Team Leadership, Strategic Planning, Microsoft Excel, Budgets, Mergers, Capital Budgeting, Working Capital..., Mergers & Acquisitions, Banking, Cross-functional Team..., Finance, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA, Finance
St. Olaf College 2000 — 2004
BA, Economics and Finance
Colleen Elliott's Clark Consulting Experience February 1997 - May 1999
Job Director, Standards at AAMI
Industry Nonprofit Organization Management
Experience
AAMI May 2010 - Present
Reston Community Center August 2009 - May 2010
National Capital Planning Commission April 2009 - August 2009
Council on Foundations July 2008 - January 2009
Association for Advanced Life Underwriting May 2007 - June 2008
Association for Advanced Life Underwriting July 2004 - May 2007
National Business Group on Health June 2001 - July 2004
Salisbury University August 1999 - May 2001
Clark Consulting February 1997 - May 1999
Skills
Budgets, French, Meeting Planning, Office Administration, Event Planning, Government, Process Scheduler, Teamwork, Administrative..., Non-profits, Research, Social Media, Public Speaking, Nonprofits, Leadership, Management, Fundraising
Education
Salisbury University 1999 — 2001
MA, English
Wake Forest University 1992 — 1996
BA, French
AAMI May 2010 - Present
Reston Community Center August 2009 - May 2010
National Capital Planning Commission April 2009 - August 2009
Council on Foundations July 2008 - January 2009
Association for Advanced Life Underwriting May 2007 - June 2008
Association for Advanced Life Underwriting July 2004 - May 2007
National Business Group on Health June 2001 - July 2004
Salisbury University August 1999 - May 2001
Clark Consulting February 1997 - May 1999
Skills
Budgets, French, Meeting Planning, Office Administration, Event Planning, Government, Process Scheduler, Teamwork, Administrative..., Non-profits, Research, Social Media, Public Speaking, Nonprofits, Leadership, Management, Fundraising
Education
Salisbury University 1999 — 2001
MA, English
Wake Forest University 1992 — 1996
BA, French
Peter Savio's Clark Consulting Experience 2004 - 2006
Job Independent Writing, Editing and Web Content Professional
Industry Writing and Editing
Experience
Clark Consulting 2004 - 2006
JPMorgan Chase 2003 - 2004
Zurich Life 2000 - 2004
Allstate 1989 - 2000
Education
Illinois State University 1982 — 1989
Masters, English
Clark Consulting 2004 - 2006
JPMorgan Chase 2003 - 2004
Zurich Life 2000 - 2004
Allstate 1989 - 2000
Education
Illinois State University 1982 — 1989
Masters, English
Erinn Greetis's Clark Consulting Experience 2008 - 2009
Job Employee Benefits & Defined Benefits Consultant
Industry Human Resources
Experience
BenefitMall 2013 - 2015
BenefitMall 2009 - 2010
Clark Consulting 2008 - 2009
Milliman 2007 - 2008
Aon Consulting 2005 - 2007
Aon Consulting 2000 - 2002
Skills
Employee Benefits, Defined Benefit, Benefits, Pensions, Insurance, Retirement, Plan Administration, Benefits Administration, Health Insurance, Compliance, Customer Relations, Plan Design, Excel, Group Benefits, Process Improvement, Executive Compensation, Problem Solving, Public Speaking, Pension Administration, Life Insurance, Series 6, Executive Pay, Brokers, Term Life Insurance, Health Savings Accounts
Education
Robert Morris College 2000 — 2002
Information Technology
BenefitMall 2013 - 2015
BenefitMall 2009 - 2010
Clark Consulting 2008 - 2009
Milliman 2007 - 2008
Aon Consulting 2005 - 2007
Aon Consulting 2000 - 2002
Skills
Employee Benefits, Defined Benefit, Benefits, Pensions, Insurance, Retirement, Plan Administration, Benefits Administration, Health Insurance, Compliance, Customer Relations, Plan Design, Excel, Group Benefits, Process Improvement, Executive Compensation, Problem Solving, Public Speaking, Pension Administration, Life Insurance, Series 6, Executive Pay, Brokers, Term Life Insurance, Health Savings Accounts
Education
Robert Morris College 2000 — 2002
Information Technology
Rob Kistler's Clark Consulting Experience 2001 - 2007
Job at Woodland Hills Church
Industry Mental Health Care
Experience
Woodland Hills Church May 2009 - Present
Neighborhood Involvement Program January 2008 - October 2008
Integrated Healthcare Strategies March 2001 - February 2008
Clark Consulting 2001 - 2007
Education
Saint Mary's University of Minnesota 2005 — 2008
Woodland Hills Church May 2009 - Present
Neighborhood Involvement Program January 2008 - October 2008
Integrated Healthcare Strategies March 2001 - February 2008
Clark Consulting 2001 - 2007
Education
Saint Mary's University of Minnesota 2005 — 2008
Kim Nelson's Clark Consulting Experience May 2003 - November 2008
Job Case Manager at Hallett Financial Group
Industry Insurance
Experience
Hallett Financial Group October 2010 - Present
Hallett Financial Group June 2009 - October 2010
Wells Fargo Insurance Services March 2009 - May 2009
Clark Consulting May 2003 - November 2008
Hartford Life September 1991 - May 2003
Hartford Life September 2000 - September 2002
The Hartford 1991 - 2001
Skills
Management, Sales, Training, Microsoft Office, Customer Service
Education
North Hennepin Community College 1990 — 1992
Hallett Financial Group October 2010 - Present
Hallett Financial Group June 2009 - October 2010
Wells Fargo Insurance Services March 2009 - May 2009
Clark Consulting May 2003 - November 2008
Hartford Life September 1991 - May 2003
Hartford Life September 2000 - September 2002
The Hartford 1991 - 2001
Skills
Management, Sales, Training, Microsoft Office, Customer Service
Education
North Hennepin Community College 1990 — 1992
Renee Kagels's Clark Consulting Experience May 2002 - November 2005
Job Cost Accountant John B. Sanfilippo & Son, Inc.
Industry Food Production
Experience
John B. Sanfilippo & Son, Inc. May 2015 - Present
John B. Sanfilippo & Son, Inc. October 2008 - May 2015
Arthur J. Gallagher November 2005 - October 2008
Clark Consulting May 2002 - November 2005
Randall Industries, Inc 2004 - 2005
Skills
Accounting, Accounts Payable, Cross-functional Team..., Financial Reporting, Forecasting, General Ledger, Outlook, P, Process Improvement, Sarbanes-Oxley Act, Variance Analysis
Education
Northern Illinois University 1995 — 2000
BS, Business Management
John B. Sanfilippo & Son, Inc. May 2015 - Present
John B. Sanfilippo & Son, Inc. October 2008 - May 2015
Arthur J. Gallagher November 2005 - October 2008
Clark Consulting May 2002 - November 2005
Randall Industries, Inc 2004 - 2005
Skills
Accounting, Accounts Payable, Cross-functional Team..., Financial Reporting, Forecasting, General Ledger, Outlook, P, Process Improvement, Sarbanes-Oxley Act, Variance Analysis
Education
Northern Illinois University 1995 — 2000
BS, Business Management
Lynn Stivanson's Clark Consulting Experience August 2002 - February 2007
Job Senior Accountant at Black Horse Carriers, Inc
Industry Accounting
Experience
Black Horse Carriers, Inc June 2010 - Present
Arthur J. Gallagher February 2007 - January 2009
Clark Consulting August 2002 - February 2007
Bass, Solomon & Dowell July 1998 - August 2002
Casement Financial Services June 1996 - July 1998
Self Employed May 1990 - May 1996
Koby Electronics September 1987 - April 1990
McNamara & Company August 1983 - September 1987
Buckles & Blades September 1982 - August 1983
Honeywell, Inc. August 1981 - September 1982
Skills
SEC filings, Payroll, Auditing, Financial Accounting, Financial Analysis, Outlook, Accounting, General Ledger, Internal Controls, Employee Benefits, Financial Reporting, Tax, Human Resources, Account Reconciliation, Sarbanes-Oxley Act, ADP Payroll, Variance Analysis, Finance, Internal Audit, Financial Statements
Education
Harper College
Accounting
Black Horse Carriers, Inc June 2010 - Present
Arthur J. Gallagher February 2007 - January 2009
Clark Consulting August 2002 - February 2007
Bass, Solomon & Dowell July 1998 - August 2002
Casement Financial Services June 1996 - July 1998
Self Employed May 1990 - May 1996
Koby Electronics September 1987 - April 1990
McNamara & Company August 1983 - September 1987
Buckles & Blades September 1982 - August 1983
Honeywell, Inc. August 1981 - September 1982
Skills
SEC filings, Payroll, Auditing, Financial Accounting, Financial Analysis, Outlook, Accounting, General Ledger, Internal Controls, Employee Benefits, Financial Reporting, Tax, Human Resources, Account Reconciliation, Sarbanes-Oxley Act, ADP Payroll, Variance Analysis, Finance, Internal Audit, Financial Statements
Education
Harper College
Accounting
Cathy Currier's Clark Consulting Experience August 2002 - April 2006
Job Paralegal
Industry Legal Services
Experience
Carlson Estate Planning September 2011 - Present
Solum Law November 2007 - Present
Kelly Legal Services April 2006 - December 2006
Clark Consulting August 2002 - April 2006
Clark Consulting August 2000 - August 2002
Clark Consulting October 1993 - August 2000
Skills
Estate Planning, Family Law, Appeals, Contract Review, Collaborative Law, Probate
Education
Inver Hills Community College 2002 — 2004
Certification, Paralegal Studies
University of Minnesota-Twin Cities 1989 — 1993
BA, English
Carlson Estate Planning September 2011 - Present
Solum Law November 2007 - Present
Kelly Legal Services April 2006 - December 2006
Clark Consulting August 2002 - April 2006
Clark Consulting August 2000 - August 2002
Clark Consulting October 1993 - August 2000
Skills
Estate Planning, Family Law, Appeals, Contract Review, Collaborative Law, Probate
Education
Inver Hills Community College 2002 — 2004
Certification, Paralegal Studies
University of Minnesota-Twin Cities 1989 — 1993
BA, English
Karen Butcher's Clark Consulting Experience 2000 - 2006
Job Consultant at Pearl Meyer & Partners
Industry Human Resources
Experience
Pearl Meyer & Partners April 2007 - Present
Clark Consulting 2000 - 2006
WM Sheehan & Company 1998 - 2000
Northeastern University 1989 - 1998
Skills
Performance Management, Succession Planning, Deferred Compensation, Human Resources, Incentive Programs, Executive Pay, Remuneration, HR Consulting, Organizational Design, Employee Benefits, Job Evaluation, Consulting
Education
Skidmore College 1982 — 1986
BA, History
Northeastern University
Masters Degree
Pearl Meyer & Partners April 2007 - Present
Clark Consulting 2000 - 2006
WM Sheehan & Company 1998 - 2000
Northeastern University 1989 - 1998
Skills
Performance Management, Succession Planning, Deferred Compensation, Human Resources, Incentive Programs, Executive Pay, Remuneration, HR Consulting, Organizational Design, Employee Benefits, Job Evaluation, Consulting
Education
Skidmore College 1982 — 1986
BA, History
Northeastern University
Masters Degree
Annette Braaten's Clark Consulting Experience January 1988 - November 2008
Job
Industry Online Media
Experience
TeamKLIPZ July 2010 - Present
Braaten's Residence 2009 - January 2012
Clark Consulting January 1988 - November 2008
Bank Compensation Strategies 1998 - 2003
Education
Minnesota School of Business 1981 — 1982
AA, Accounting/Basic Programming
TeamKLIPZ July 2010 - Present
Braaten's Residence 2009 - January 2012
Clark Consulting January 1988 - November 2008
Bank Compensation Strategies 1998 - 2003
Education
Minnesota School of Business 1981 — 1982
AA, Accounting/Basic Programming
Jeremy Fetter's Clark Consulting Experience May 2008 - September 2009
Job IRS Chief Counsel Attorney
Industry Legal Services
Experience
IRS Office of Chief Counsel (TEGEDC) September 2015 - Present
Internal Revenue Service September 2009 - Present
Clark Consulting May 2008 - September 2009
Skills
Westlaw, Legal Research, Courts, Legal Writing, Litigation, Tax Law, Bankruptcy, Trials, Tax
Education
Southern Methodist University Dedman School of Law 2007 — 2008
LLM, Taxation
Southern Methodist University Dedman School of Law 2004 — 2007
JD
Texas Christian University - M.J. Neeley School of Business 1999 — 2001
MBA, General Business
Texas Christian University 1996 — 1999
BS, Criminal Justice
IRS Office of Chief Counsel (TEGEDC) September 2015 - Present
Internal Revenue Service September 2009 - Present
Clark Consulting May 2008 - September 2009
Skills
Westlaw, Legal Research, Courts, Legal Writing, Litigation, Tax Law, Bankruptcy, Trials, Tax
Education
Southern Methodist University Dedman School of Law 2007 — 2008
LLM, Taxation
Southern Methodist University Dedman School of Law 2004 — 2007
JD
Texas Christian University - M.J. Neeley School of Business 1999 — 2001
MBA, General Business
Texas Christian University 1996 — 1999
BS, Criminal Justice
Lana Altmark's Clark Consulting Experience February 1999 - October 2008
Job Analytics Consultant at Wells Fargo Home Mortgage
Industry Computer Software
Experience
Wells Fargo Home Mortgage November 2013 - Present
LPS Field Services, Inc. April 2011 - November 2013
Volt Technical Resources February 2009 - April 2011
Volt Technical Resources February 2009 - May 2009
Clark Consulting February 1999 - October 2008
Skills
Testing, Databases, Software Development, .NET, Microsoft SQL Server, SSRS, Analysis
Education
Hennepin Technical College
A.A.S., Business Micro Computing
Wells Fargo Home Mortgage November 2013 - Present
LPS Field Services, Inc. April 2011 - November 2013
Volt Technical Resources February 2009 - April 2011
Volt Technical Resources February 2009 - May 2009
Clark Consulting February 1999 - October 2008
Skills
Testing, Databases, Software Development, .NET, Microsoft SQL Server, SSRS, Analysis
Education
Hennepin Technical College
A.A.S., Business Micro Computing
Marla Wood, CPP's Clark Consulting Experience July 1995 - March 2002
Job HRIS Manager at Christopher & Banks
Industry Accounting
Experience
Christopher & Banks November 2013 - Present
Tennant Company March 2010 - October 2013
Ceridian July 2009 - March 2010
Aon Benfield December 2006 - March 2009
Caribou Coffee August 2005 - December 2006
DeCare Dental-Deltal Dental Plan of MN August 2004 - August 2005
Sagebrush Corporation March 2002 - August 2005
Clark Consulting July 1995 - March 2002
Skills
HRIS, Human Resources, Payroll, ADP Payroll, Process Improvement, Employee Relations, General Ledger, Performance Management
Education
Missouri State University 1991 — 1995
BS, Accounting
Christopher & Banks November 2013 - Present
Tennant Company March 2010 - October 2013
Ceridian July 2009 - March 2010
Aon Benfield December 2006 - March 2009
Caribou Coffee August 2005 - December 2006
DeCare Dental-Deltal Dental Plan of MN August 2004 - August 2005
Sagebrush Corporation March 2002 - August 2005
Clark Consulting July 1995 - March 2002
Skills
HRIS, Human Resources, Payroll, ADP Payroll, Process Improvement, Employee Relations, General Ledger, Performance Management
Education
Missouri State University 1991 — 1995
BS, Accounting
Christopher Apgar's Clark Consulting Experience August 2009 - Present
Job Design Analyst at Clark Consulting
Industry Financial Services
Experience
Clark Consulting August 2009 - Present
The Breakers July 2007 - August 2009
Palm Beach Atlantic University January 2007 - May 2007
Skills
Customer Service
Education
Palm Beach Atlantic University 2003 — 2007
Bachelors, Music, Math
Clark Consulting August 2009 - Present
The Breakers July 2007 - August 2009
Palm Beach Atlantic University January 2007 - May 2007
Skills
Customer Service
Education
Palm Beach Atlantic University 2003 — 2007
Bachelors, Music, Math
Sarah Sherrell's Clark Consulting Experience May 2006 - August 2007
Job Benefits Manager at Sammons Corporation
Industry Construction
Experience
Sammons Corporation November 2013 - Present
Balfour Beatty Construction August 2007 - November 2013
Clark Consulting May 2006 - August 2007
Centex May 2004 - May 2006
Skills
Employee Benefits, HRIS, Benefits Administration, Deferred Compensation, Microsoft Office, Payroll, Employee Engagement, Human Resources, Employee Relations, HR Policies, Onboarding, Recruiting
Education
Oklahoma State University 1998 — 2002
BA in English Literature, English Literature
Sammons Corporation November 2013 - Present
Balfour Beatty Construction August 2007 - November 2013
Clark Consulting May 2006 - August 2007
Centex May 2004 - May 2006
Skills
Employee Benefits, HRIS, Benefits Administration, Deferred Compensation, Microsoft Office, Payroll, Employee Engagement, Human Resources, Employee Relations, HR Policies, Onboarding, Recruiting
Education
Oklahoma State University 1998 — 2002
BA in English Literature, English Literature
Kathy Behne's Clark Consulting Experience 1983 - 2007
Job Vice President at Balanced Financial Planning International, Inc.
Industry Financial Services
Experience
Balanced Financial Planning International, Inc. April 1983 - Present
Clark Consulting 1983 - 2007
Skills
Defined Benefit, Employee Benefits, Retirement, Insurance, Portfolio Management, Finance, Financial Planning
Education
Minnesota School of Business 1974 — 1976
Business Administration & Fashion Merchandising
Balanced Financial Planning International, Inc. April 1983 - Present
Clark Consulting 1983 - 2007
Skills
Defined Benefit, Employee Benefits, Retirement, Insurance, Portfolio Management, Finance, Financial Planning
Education
Minnesota School of Business 1974 — 1976
Business Administration & Fashion Merchandising
Kevin Truax's Clark Consulting Experience 2004 - 2008
Job Business Systems Analyst II at CHS
Industry Insurance
Experience
CHS December 2011 - Present
Explore Information Services August 2008 - December 2011
Clark Consulting 2004 - 2008
Skills
Business Analysis, Data Analysis, Process Improvement, Requirements Gathering, Business Intelligence, Microsoft Excel, SQL, Insurance, Microsoft SQL Server, Requirements Analysis, Project Management, Business Process..., Analysis, SDLC
Education
Hamline University 1994 — 1998
BA, Business Management
CHS December 2011 - Present
Explore Information Services August 2008 - December 2011
Clark Consulting 2004 - 2008
Skills
Business Analysis, Data Analysis, Process Improvement, Requirements Gathering, Business Intelligence, Microsoft Excel, SQL, Insurance, Microsoft SQL Server, Requirements Analysis, Project Management, Business Process..., Analysis, SDLC
Education
Hamline University 1994 — 1998
BA, Business Management
Angel Angelkov, CFA's Clark Consulting Experience 1998 - 2001
Job Market Risk Manager at Calpine
Industry Oil & Energy
Experience
Calpine July 2015 - Present
Twin Cities Power March 2014 - February 2015
Masspoint Capital LLC June 2012 - March 2013
Societe Generale Energy March 2011 - May 2012
RBS Sempra Commodities July 2010 - April 2011
Credit Suisse March 2004 - August 2010
Reliant Energy June 2001 - March 2004
Clark Consulting 1998 - 2001
Skills
Commodity Markets, Hedging, Trading, Bloomberg, Power Trading, Commodity, Financial Markets, Energy Markets, Swaps, Derivatives, Market Risk, Options, Research, Fundamental Analysis, Financial Modeling, Portfolio Management, Valuation, Commodity Risk..., Risk Management, Electricity Markets, Financial Analysis, Equities, Technical Analysis, Asset Management, Asset Backed Financing, Natural Gas, Financial Risk, Corporate Finance
Education
The University of Texas at Dallas - School of Management 1997 — 1998
MBA, Finance, General
Sofia University St. Kliment Ohridski 1992 — 1997
MS, Economics
SMG
Calpine July 2015 - Present
Twin Cities Power March 2014 - February 2015
Masspoint Capital LLC June 2012 - March 2013
Societe Generale Energy March 2011 - May 2012
RBS Sempra Commodities July 2010 - April 2011
Credit Suisse March 2004 - August 2010
Reliant Energy June 2001 - March 2004
Clark Consulting 1998 - 2001
Skills
Commodity Markets, Hedging, Trading, Bloomberg, Power Trading, Commodity, Financial Markets, Energy Markets, Swaps, Derivatives, Market Risk, Options, Research, Fundamental Analysis, Financial Modeling, Portfolio Management, Valuation, Commodity Risk..., Risk Management, Electricity Markets, Financial Analysis, Equities, Technical Analysis, Asset Management, Asset Backed Financing, Natural Gas, Financial Risk, Corporate Finance
Education
The University of Texas at Dallas - School of Management 1997 — 1998
MBA, Finance, General
Sofia University St. Kliment Ohridski 1992 — 1997
MS, Economics
SMG
Margaret H. Marek's Clark Consulting Experience 2004 - 2007
Job Administrative Specialist at Metropolitan Council (St. Paul, MN)
Industry Marketing and Advertising
Experience
Metropolitan Council of the Twin Cities May 2015 - Present
Masterson Staffing Solutions September 2014 - April 2015
Stantec January 2011 - January 2014
Walmart August 2010 - January 2011
AppleOne Employment Services July 2009 - April 2010
Clark Consulting 2004 - 2007
Skills
Administrative..., Outlook, Marketing, Microsoft Office, Microsoft Word, Spreadsheets, Marketing Communications, Teamwork, Human Resources, PowerPoint, Adobe Acrobat, Windows, Notary Public, Employee Benefits, Event Planning, Microsoft Excel, Administrative..., Accounts Receivable, Benefits Administration, Accounts Payable, Recruiting, Receptionist Duties, Mailroom Operations, Mail Merge, Skilled Multi-tasker, Copy Center Duties
Education
Northern Michigan University
Restaurant Mgt, Business Admin
Metropolitan Council of the Twin Cities May 2015 - Present
Masterson Staffing Solutions September 2014 - April 2015
Stantec January 2011 - January 2014
Walmart August 2010 - January 2011
AppleOne Employment Services July 2009 - April 2010
Clark Consulting 2004 - 2007
Skills
Administrative..., Outlook, Marketing, Microsoft Office, Microsoft Word, Spreadsheets, Marketing Communications, Teamwork, Human Resources, PowerPoint, Adobe Acrobat, Windows, Notary Public, Employee Benefits, Event Planning, Microsoft Excel, Administrative..., Accounts Receivable, Benefits Administration, Accounts Payable, Recruiting, Receptionist Duties, Mailroom Operations, Mail Merge, Skilled Multi-tasker, Copy Center Duties
Education
Northern Michigan University
Restaurant Mgt, Business Admin
Jenifer Allen's Clark Consulting Experience September 2006 - May 2007
Job Executive Assistant at LTCG
Industry Insurance
Experience
LTCG May 2011 - Present
Abbott Bioresearch Center July 2009 - January 2011
Sepracor May 2007 - February 2009
Clark Consulting September 2006 - May 2007
Hewitt Associates August 2000 - September 2006
Southboro Medical Group July 1994 - August 2000
Skills
Healthcare, Administrative..., Microsoft Word, Microsoft Excel
Education
Regis College 1990 — 1994
BA, Management
LTCG May 2011 - Present
Abbott Bioresearch Center July 2009 - January 2011
Sepracor May 2007 - February 2009
Clark Consulting September 2006 - May 2007
Hewitt Associates August 2000 - September 2006
Southboro Medical Group July 1994 - August 2000
Skills
Healthcare, Administrative..., Microsoft Word, Microsoft Excel
Education
Regis College 1990 — 1994
BA, Management
Leonard Wilson's Clark Consulting Experience July 1996 - March 2003
Job Consultant at The Todd Organization
Industry Financial Services
Experience
The Todd Organization May 2003 - Present
Clark Consulting July 1996 - March 2003
Several Regional Banks February 1976 - February 1988
Skills
Life Insurance, Executive Pay, Employee Benefits, Defined Benefit, 401k, Retirement, Retirement Planning, Pensions, Disability Insurance, Management, Insurance, Deferred Compensation, Succession Planning, Estate Planning, Banking, Financial Analysis
Education
Rutgers University-New Brunswick 1980 — 1982
Banking, Stonier Graduate School of Banking
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BBA, Finance
The Todd Organization May 2003 - Present
Clark Consulting July 1996 - March 2003
Several Regional Banks February 1976 - February 1988
Skills
Life Insurance, Executive Pay, Employee Benefits, Defined Benefit, 401k, Retirement, Retirement Planning, Pensions, Disability Insurance, Management, Insurance, Deferred Compensation, Succession Planning, Estate Planning, Banking, Financial Analysis
Education
Rutgers University-New Brunswick 1980 — 1982
Banking, Stonier Graduate School of Banking
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BBA, Finance
Scott Bethune's Clark Consulting Experience 2000 - Present
Job Vice President, Technical Advisory Group
Industry Financial Services
Experience
Clark Consulting 2000 - Present
Ernst & Young 1990 - 2000
Education
North Carolina State University - College of Management 1989 — 1993
BA, Accounting
Clark Consulting 2000 - Present
Ernst & Young 1990 - 2000
Education
North Carolina State University - College of Management 1989 — 1993
BA, Accounting
Haley Evans's Clark Consulting Experience March 2005 - October 2005
Job Senior Staffing Consultant at Adecco
Industry Staffing and Recruiting
Experience
Adecco March 2008 - Present
New York Life Insurance Company December 2006 - March 2008
Buster Constanzi, State Farm Agent September 2006 - December 2006
Palmetto Country Club November 2005 - June 2006
Clark Consulting March 2005 - October 2005
Louisiana State University in Shreveport October 2000 - January 2003
Education
LSU Shreveport 2000 — 2004
B. S., Management and Administration
Adecco March 2008 - Present
New York Life Insurance Company December 2006 - March 2008
Buster Constanzi, State Farm Agent September 2006 - December 2006
Palmetto Country Club November 2005 - June 2006
Clark Consulting March 2005 - October 2005
Louisiana State University in Shreveport October 2000 - January 2003
Education
LSU Shreveport 2000 — 2004
B. S., Management and Administration
Becky Kraft's Clark Consulting Experience 2003 - 2007
Job Experienced HR Generalist
Industry Human Resources
Experience
Shock Doctor, Inc. July 2011 - Present
Transamerica Retirement Management October 2007 - July 2011
Clark Consulting 2003 - 2007
Nash Finch Company 2001 - 2003
Education
Northwestern College
BA, Communications
Shock Doctor, Inc. July 2011 - Present
Transamerica Retirement Management October 2007 - July 2011
Clark Consulting 2003 - 2007
Nash Finch Company 2001 - 2003
Education
Northwestern College
BA, Communications
Diann Koch's Clark Consulting Experience 1992 - 2002
Job Drrector, Client Implementations, OptumHealth
Industry Health, Wellness and Fitness
Experience
OptumHealth January 2008 - Present
Blue Cross Blue Shield of Minnesota 2004 - 2008
The Segal Company November 2002 - July 2004
Clark Consulting 1992 - 2002
Education
St. Catherine University 2000 — 2002
Bachelor of Arts, Philosopy
OptumHealth January 2008 - Present
Blue Cross Blue Shield of Minnesota 2004 - 2008
The Segal Company November 2002 - July 2004
Clark Consulting 1992 - 2002
Education
St. Catherine University 2000 — 2002
Bachelor of Arts, Philosopy
Jeremy Zajicek's Clark Consulting Experience May 2005 - May 2008
Job Assistant Pastor & School Administrator at First Baptist Church and St. Francis Christian School
Industry Human Resources
Experience
First Baptist Church and St. Francis Christian School August 2015 - Present
Hennepin County June 2011 - Present
Hennepin County June 2010 - June 2011
Hennepin County June 2008 - June 2010
Clark Consulting May 2005 - May 2008
Skills
Customer Service, Human Resources, Benefits Administration, Employee Benefits, Personnel Management, Onboarding, Health Insurance, Deferred Compensation, Employee Relations
Education
Cardinal Stritch University 2006 — 2008
Masters of Science in Management, Management & Leadership
James P Shannon Leadership Institute
Maranatha Baptist University
Bachelor's Degree, Business Administration
First Baptist Church and St. Francis Christian School August 2015 - Present
Hennepin County June 2011 - Present
Hennepin County June 2010 - June 2011
Hennepin County June 2008 - June 2010
Clark Consulting May 2005 - May 2008
Skills
Customer Service, Human Resources, Benefits Administration, Employee Benefits, Personnel Management, Onboarding, Health Insurance, Deferred Compensation, Employee Relations
Education
Cardinal Stritch University 2006 — 2008
Masters of Science in Management, Management & Leadership
James P Shannon Leadership Institute
Maranatha Baptist University
Bachelor's Degree, Business Administration
Laura Cavalier's Clark Consulting Experience January 2004 - March 2007
Job CSR at GTreasury
Industry Accounting
Experience
Randstad Pharma October 2012 - Present
GTreasury February 2014 - September 2014
American Hotel Register March 2012 - June 2012
Clark Wamberg,LLC / Benson Botsford, LLC March 2007 - June 2011
Clark Consulting January 2004 - March 2007
Mobility Concepts August 1994 - August 2004
Skills
Process Improvement, Accounts Receivable, Analysis, Insurance, Accounts Payable, Sarbanes-Oxley Act, Access, Strategic Financial..., SEC filings, Project Management, Microsoft Excel, Variance Analysis, Operations Management, Accounting, Peachtree, Model N, Treasury Work Station, Treasury Management
Education
Northeastern Illinois University 1985 — 1988
Bachelor of Science, Business Management
William Rainey Harper College
Associtaes of Arts, Liberal Arts
Randstad Pharma October 2012 - Present
GTreasury February 2014 - September 2014
American Hotel Register March 2012 - June 2012
Clark Wamberg,LLC / Benson Botsford, LLC March 2007 - June 2011
Clark Consulting January 2004 - March 2007
Mobility Concepts August 1994 - August 2004
Skills
Process Improvement, Accounts Receivable, Analysis, Insurance, Accounts Payable, Sarbanes-Oxley Act, Access, Strategic Financial..., SEC filings, Project Management, Microsoft Excel, Variance Analysis, Operations Management, Accounting, Peachtree, Model N, Treasury Work Station, Treasury Management
Education
Northeastern Illinois University 1985 — 1988
Bachelor of Science, Business Management
William Rainey Harper College
Associtaes of Arts, Liberal Arts
Jeff Radaj's Clark Consulting Experience January 2000 - July 2004
Job Director, Account Management at The Burgess Group
Industry Hospital & Health Care
Experience
Burgess Group, LLC October 2012 - Present
Ingenix (a division of UnitedHealth Group) February 2005 - October 2012
Clark Consulting January 2000 - July 2004
Skills
Process Improvement, CRM, Healthcare Information..., Business Process..., Health Insurance, Healthcare, Managed Care, Analytics, HIPAA, Medicare, Cross-functional Team..., Healthcare Industry, Strategy, Leadership, Management, Salesforce.com
Education
Roosevelt University
Certificate of Completion, Corporate Paralegal, Corporate Paralegal
The American College
Chartered Financial Consultant (ChFC)
The American College
Chartered Life Underwriter (CLU)
University of Wisconsin-Milwaukee
Bachelor of Science, Criminal Justice
Burgess Group, LLC October 2012 - Present
Ingenix (a division of UnitedHealth Group) February 2005 - October 2012
Clark Consulting January 2000 - July 2004
Skills
Process Improvement, CRM, Healthcare Information..., Business Process..., Health Insurance, Healthcare, Managed Care, Analytics, HIPAA, Medicare, Cross-functional Team..., Healthcare Industry, Strategy, Leadership, Management, Salesforce.com
Education
Roosevelt University
Certificate of Completion, Corporate Paralegal, Corporate Paralegal
The American College
Chartered Financial Consultant (ChFC)
The American College
Chartered Life Underwriter (CLU)
University of Wisconsin-Milwaukee
Bachelor of Science, Criminal Justice
Dr. Kate Clark's Clark Consulting Experience 2008 - Present
Job Independent Education Management Professional
Industry Education Management
Experience
Sts. Peter and Paul Catholic Church November 2009 - Present
Clark Consulting 2008 - Present
OCPS 1975 - 2008
Skills
Educational Leadership, Curriculum Design, K-12, Educational Technology, Classroom, Educational Consulting, Staff Development, Teacher Training, Curriculum Development, Leadership Development, Instructional Technology, Classroom Management, Special Education, Technology Integration, Instructional Design, Literacy
Education
University of Central Florida 1998 — 2001
Ed.D., Educational Leadership
University of Central Florida 1976 — 1978
M. Ed., Specific Learning Disabilities
Penn State University 1973 — 1975
B.S., Exceptional Education
Sts. Peter and Paul Catholic Church November 2009 - Present
Clark Consulting 2008 - Present
OCPS 1975 - 2008
Skills
Educational Leadership, Curriculum Design, K-12, Educational Technology, Classroom, Educational Consulting, Staff Development, Teacher Training, Curriculum Development, Leadership Development, Instructional Technology, Classroom Management, Special Education, Technology Integration, Instructional Design, Literacy
Education
University of Central Florida 1998 — 2001
Ed.D., Educational Leadership
University of Central Florida 1976 — 1978
M. Ed., Specific Learning Disabilities
Penn State University 1973 — 1975
B.S., Exceptional Education
Kalyka Heng's Clark Consulting Experience May 2003 - November 2008
Job Staff Accountant at Kroll Ontrack
Industry Accounting
Experience
Cardiocom, LLC September 2013 - September 2014
Kroll Ontrack July 2011 - September 2013
Wells Fargo November 2008 - July 2009
Clark Consulting May 2003 - November 2008
Best Buy March 2002 - January 2003
AGCO Corporation January 1989 - August 2001
Skills
Accounts Receivable, Accounting, General Ledger, Financial Statements, Accounts Payable, Account Reconciliation, Auditing, Journal Entries, Fixed Assets, Accruals, Management, Internal Audit, Financial Analysis, Budgets, Invoicing
Education
Argosy University Twin Cities
BSBA, Accounting
Normandale Community College
AAS, Accounting
Cardiocom, LLC September 2013 - September 2014
Kroll Ontrack July 2011 - September 2013
Wells Fargo November 2008 - July 2009
Clark Consulting May 2003 - November 2008
Best Buy March 2002 - January 2003
AGCO Corporation January 1989 - August 2001
Skills
Accounts Receivable, Accounting, General Ledger, Financial Statements, Accounts Payable, Account Reconciliation, Auditing, Journal Entries, Fixed Assets, Accruals, Management, Internal Audit, Financial Analysis, Budgets, Invoicing
Education
Argosy University Twin Cities
BSBA, Accounting
Normandale Community College
AAS, Accounting
Chadwick Laneaux's Clark Consulting Experience August 2007 - December 2011
Job Personal Banker at First Convenience Bank
Industry Financial Services
Experience
First Convenience Bank January 2015 - Present
CNG Financial August 2012 - January 2015
Clark Consulting August 2007 - December 2011
Harrah's Louisiana Downs March 2005 - August 2007
Skills
Employee Benefits, Insurance, Management, Analysis, Leadership, Customer Service, Microsoft Office, Outlook, Strategic Planning, Financial Analysis
Education
Louisiana Tech University 1994 — 1999
Bachelor of Science, Finance
First Convenience Bank January 2015 - Present
CNG Financial August 2012 - January 2015
Clark Consulting August 2007 - December 2011
Harrah's Louisiana Downs March 2005 - August 2007
Skills
Employee Benefits, Insurance, Management, Analysis, Leadership, Customer Service, Microsoft Office, Outlook, Strategic Planning, Financial Analysis
Education
Louisiana Tech University 1994 — 1999
Bachelor of Science, Finance
Liz Sirois's Clark Consulting Experience October 2007 - July 2012
Job Activation Coordinator at Divurgent
Industry Hospital & Health Care
Experience
Divurgent July 2012 - Present
Clark Consulting October 2007 - July 2012
Tyler Technologies January 2007 - October 2007
Skills
Deferred Compensation, HIPAA, Training, Defined Benefit, Customer Service, Software Implementation, Public Speaking, Outlook, Account Management, Microsoft Office, Program Management, Hands-on Training, Software Documentation, Financial Services, Employee Benefits, Business Relationship..., Hospitals, Cerner, GoLive, Microsoft Word, Microsoft Excel, Budgets, Crystal Reports, EMR, Healthcare Consulting, EHR, Informatics
Education
Northern Arizona University 2001 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Divurgent July 2012 - Present
Clark Consulting October 2007 - July 2012
Tyler Technologies January 2007 - October 2007
Skills
Deferred Compensation, HIPAA, Training, Defined Benefit, Customer Service, Software Implementation, Public Speaking, Outlook, Account Management, Microsoft Office, Program Management, Hands-on Training, Software Documentation, Financial Services, Employee Benefits, Business Relationship..., Hospitals, Cerner, GoLive, Microsoft Word, Microsoft Excel, Budgets, Crystal Reports, EMR, Healthcare Consulting, EHR, Informatics
Education
Northern Arizona University 2001 — 2003
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Tijuana Lynn Brown's Clark Consulting Experience May 2011 - June 2013
Job Retirement Services
Industry Banking
Experience
Life Coach Institute of Orange County August 2013 - August 2013
Clark Consulting May 2011 - June 2013
Wachovia, A Wells Fargo Company July 2007 - July 2008
Stanley Hunt Dupree & Rhyne November 2003 - July 2004
Stanley Hunt Dupree & Rhyne June 1998 - July 1999
Wachovia, A Wells Fargo Company May 1994 - June 1998
Monsanto Company 1991 - 1994
Monsanto 1989 - 1991
Skills
Employee Benefits, Business Analysis, Process Improvement, Leadership, Accounting, Insurance, Financial Reporting, Team Building, Customer Service, Financial Analysis, Management, 401k, Pensions, Portfolio Management, Finance, System Administration, Banking, Mutual Funds, Investments, Coaching, Financial Services, Project Management, Human Resources, Training, Account Management, Budgets, Business Development, Business Planning, Executive Management, Business Strategy, Leadership Development, Marketing, New Business Development, Recruiting, Administration, Team Leadership, Analysis, Asset Allocation, Life Insurance, Forecasting, Mergers, Relationship Management, Sales, Securities, Small Business, Retirement, Strategic Financial..., Strategy, Time Management
Education
Capella University 2010 — 2011
Human Capital Management
Vintage Bible College 1999 — 2004
Masters, Ministry
North Carolina Agricultural and Technical State University
BS, Accounting
Vintage Bible College
BA, Theology
Life Coach Institute of Orange County August 2013 - August 2013
Clark Consulting May 2011 - June 2013
Wachovia, A Wells Fargo Company July 2007 - July 2008
Stanley Hunt Dupree & Rhyne November 2003 - July 2004
Stanley Hunt Dupree & Rhyne June 1998 - July 1999
Wachovia, A Wells Fargo Company May 1994 - June 1998
Monsanto Company 1991 - 1994
Monsanto 1989 - 1991
Skills
Employee Benefits, Business Analysis, Process Improvement, Leadership, Accounting, Insurance, Financial Reporting, Team Building, Customer Service, Financial Analysis, Management, 401k, Pensions, Portfolio Management, Finance, System Administration, Banking, Mutual Funds, Investments, Coaching, Financial Services, Project Management, Human Resources, Training, Account Management, Budgets, Business Development, Business Planning, Executive Management, Business Strategy, Leadership Development, Marketing, New Business Development, Recruiting, Administration, Team Leadership, Analysis, Asset Allocation, Life Insurance, Forecasting, Mergers, Relationship Management, Sales, Securities, Small Business, Retirement, Strategic Financial..., Strategy, Time Management
Education
Capella University 2010 — 2011
Human Capital Management
Vintage Bible College 1999 — 2004
Masters, Ministry
North Carolina Agricultural and Technical State University
BS, Accounting
Vintage Bible College
BA, Theology
Liza Wilhite's Clark Consulting Experience January 2005 - March 2007
Job AVP Senior Account Executive
Industry Insurance
Experience
Lockton Companies March 2007 - Present
Clark Consulting January 2005 - March 2007
Skills
Deferred Compensation, Employee Benefits, Insurance
Education
Kansas State University 1997 — 2002
BS, Business Administration
Kapaun Mt. Carmel
Lockton Companies March 2007 - Present
Clark Consulting January 2005 - March 2007
Skills
Deferred Compensation, Employee Benefits, Insurance
Education
Kansas State University 1997 — 2002
BS, Business Administration
Kapaun Mt. Carmel
Charley Clark's Clark Consulting Experience OwnerClark Consulting2007 - 2011
Job Independent Retail Professional
Industry Retail
Experience
Clark Consulting OwnerClark Consulting2007 - 2011
Skills
Customer Service, Advertising, Agribusiness, Strategic Planning, Social Media, Public Relations, Public Speaking, Marketing Communications, Management, Agriculture, Marketing, Event Management, Retail, Sales, Marketing Strategy, Farms, Budgets, Sales Management, Business Planning, Online Marketing, Small Business
Education
Missouri State University 1953 — 1958
Agriculture Major/Science Minor
Graduated: Buffalo High School, Buffalo, Mo. 1953 1953 — 1953
Clark Consulting OwnerClark Consulting2007 - 2011
Skills
Customer Service, Advertising, Agribusiness, Strategic Planning, Social Media, Public Relations, Public Speaking, Marketing Communications, Management, Agriculture, Marketing, Event Management, Retail, Sales, Marketing Strategy, Farms, Budgets, Sales Management, Business Planning, Online Marketing, Small Business
Education
Missouri State University 1953 — 1958
Agriculture Major/Science Minor
Graduated: Buffalo High School, Buffalo, Mo. 1953 1953 — 1953
Tom Carrabine's Clark Consulting Experience April 2002 - December 2005
Job Director, Relationship Manager and Business Development at John Hancock Financial Services
Industry Investment Management
Experience
John Hancock Financial Services April 2015 - Present
New York Life Investment Management November 2012 - April 2015
Pyramis Global Advisors April 2012 - October 2012
New York Life Investment Management January 2006 - April 2012
Clark Consulting April 2002 - December 2005
State of Illinois 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Series 7, Portfolio Management, Investment Management, Business Development, Online Advertising, Series 63, Private Equity, 401k, Asset Management, Financial Modeling, Financial Services, Investment Advisory
Education
University of Chicago 2000 — 2002
MBA, Finance & Strategic Management
Loyola University of Chicago 1989 — 1993
BA, Economics
St. Ignatius College Prep, Cleveland, Ohio
John Hancock Financial Services April 2015 - Present
New York Life Investment Management November 2012 - April 2015
Pyramis Global Advisors April 2012 - October 2012
New York Life Investment Management January 2006 - April 2012
Clark Consulting April 2002 - December 2005
State of Illinois 1995 - 2002
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Series 7, Portfolio Management, Investment Management, Business Development, Online Advertising, Series 63, Private Equity, 401k, Asset Management, Financial Modeling, Financial Services, Investment Advisory
Education
University of Chicago 2000 — 2002
MBA, Finance & Strategic Management
Loyola University of Chicago 1989 — 1993
BA, Economics
St. Ignatius College Prep, Cleveland, Ohio
Ray Turrentine's Clark Consulting Experience August 1994 - December 2011
Job Senior Programmer Analyst at Citi
Industry Financial Services
Experience
Citi June 2012 - Present
Clark Consulting August 1994 - December 2011
Skills
SQL Server, VB.NET, Windows Server, .NET, SDLC, T-SQL, SQL, Business Analysis, Databases, Application Support, Stored Procedures, Software Documentation, Account Management, Microsoft SQL Server, Integration, Software Development, SSRS
Education
Southeastern Oklahoma State University
BS, Accounting Minor: Computer Science
Citi June 2012 - Present
Clark Consulting August 1994 - December 2011
Skills
SQL Server, VB.NET, Windows Server, .NET, SDLC, T-SQL, SQL, Business Analysis, Databases, Application Support, Stored Procedures, Software Documentation, Account Management, Microsoft SQL Server, Integration, Software Development, SSRS
Education
Southeastern Oklahoma State University
BS, Accounting Minor: Computer Science
Laura K Pope's Clark Consulting Experience August 1999 - September 2008
Job Director Client Satisfaction at MullinTBG, a Prudential Financial company
Industry Nonprofit Organization Management
Experience
MullinTBG, a Prudential Financial company August 2014 - Present
MullinTBG November 2013 - February 2014
The Fulfillment Fund August 2012 - November 2013
United Way of Greater Los Angeles September 2008 - August 2012
Clark Consulting August 1999 - September 2008
Skills
Relationship Management..., Non-Qualified Deferred..., Insurance, Retirement Benefits, Analysis, Public Speaking, Customer Service, CRM, Strategic Planning, Community Development, Event Management, Grant Writing, Board Development, Budgets, Account Management, Staff Development, Social Media, Corporate Communications, Data Analysis, Public Policy, Annual Giving, Program Evaluation, Employee Benefits
Education
Southern Illinois University, Edwardsville 1982 — 1986
Bachelor of Science (BS), Economics
MullinTBG, a Prudential Financial company August 2014 - Present
MullinTBG November 2013 - February 2014
The Fulfillment Fund August 2012 - November 2013
United Way of Greater Los Angeles September 2008 - August 2012
Clark Consulting August 1999 - September 2008
Skills
Relationship Management..., Non-Qualified Deferred..., Insurance, Retirement Benefits, Analysis, Public Speaking, Customer Service, CRM, Strategic Planning, Community Development, Event Management, Grant Writing, Board Development, Budgets, Account Management, Staff Development, Social Media, Corporate Communications, Data Analysis, Public Policy, Annual Giving, Program Evaluation, Employee Benefits
Education
Southern Illinois University, Edwardsville 1982 — 1986
Bachelor of Science (BS), Economics
Michael Rothstein's Clark Consulting Experience October 2003 - August 2008
Job Account Manager Equias Alliance
Industry Insurance
Experience
Academy of Holy Angels June 2014 - Present
Equias Alliance May 2011 - Present
Academy of Holy Angels March 2009 - June 2014
Comdata June 2010 - April 2011
TriDesigns January 2009 - June 2010
Tax Sheltered Compensation, Inc. (TSC) August 2008 - January 2009
Clark Consulting October 2003 - August 2008
Motorists Insurance Group September 2001 - October 2003
Honeywell August 1999 - September 2001
Education
Purdue University 1994 — 1999
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Academy of Holy Angels 1990 — 1994
Academy of Holy Angels June 2014 - Present
Equias Alliance May 2011 - Present
Academy of Holy Angels March 2009 - June 2014
Comdata June 2010 - April 2011
TriDesigns January 2009 - June 2010
Tax Sheltered Compensation, Inc. (TSC) August 2008 - January 2009
Clark Consulting October 2003 - August 2008
Motorists Insurance Group September 2001 - October 2003
Honeywell August 1999 - September 2001
Education
Purdue University 1994 — 1999
Bachelor of Arts (B.A.), Kinesiology and Exercise Science
Academy of Holy Angels 1990 — 1994