CLS Investment Firm, LLC
Industry: Company
DescriptionFounded: 1989 Subsidiary: Schield Management CompanyFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportCLS Investment Firm LLCWebsiteDirections Saved (0) Saved Save Financial planner in the Douglas County, Nebraska Address: 17605 Wright St, Omaha, NE 68130 Hours: Closed ⋅ Opens 8AM Wed Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (402) 493-3313Website: : : : : : Place name: : Category: Website: http://www.clsinvest.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 5 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CLS Investment Firm LLC Posting publicly on the Web Write a review Reviews Be the first to review
CLS Investment Firm, LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at CLS Investment Firm, LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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CLS Investment Firm, LLC Employees
Employee
Years
Job
Industry
Maren Hogan Maren Hogan's CLS Investment Firm, LLC Experience December 2006 - July 2007
Job Chief Marketing Brain at Red Branch Media
Industry Marketing and Advertising
Experience
Red Branch Media March 2007 - Present
BraveNewTalent March 2011 - November 2011
Galavanting Productions June 2010 - November 2011
RecruitingBlogs.com May 2009 - June 2010
Envision Financial Group April 2008 - May 2009
HCI (Hogan Consulting Inc.) July 2007 - October 2008
Trinity Church Interdenominational August 2005 - August 2007
CLS Investment Firm, LLC December 2006 - July 2007
Heartland Gatekeeper February 2002 - June 2006
Open Hands Relief March 2004 - August 2005
Skills
Marketing Research, Marketing Strategy, Interactive Marketing, Community Management, Copywriting, Social Media, Social Networking, Social Media Marketing, Digital Marketing, Online Marketing, Marketing Communications, Blogging, Public Relations, Email Marketing, Corporate Communications, Strategic Partnerships, Advertising, Direct Marketing, Event Management, Integrated Marketing, Brand Development, Market Research, Digital Strategy, Strategic Planning, Marketing Management, Internal Communications, Product Marketing, B2B, Digital Media, B2B Marketing, Business Strategy, Online Advertising, Community Engagement, Human Resources, Strategy, Leadership, Management, Recruiting, Entrepreneurship, Content Development, Salesforce.com, Newsletters, Facebook, Press Releases, CRM, Marketing, Start-ups, Business Development, Lead Generation, New Media
Education
University of Nebraska at Omaha 1998 — 2002
Bachelor's, Communication/Advertising
University of Nebraska at Omaha 1998 — 2002
Bachelor of Science (BS), Communications
Red Branch Media March 2007 - Present
BraveNewTalent March 2011 - November 2011
Galavanting Productions June 2010 - November 2011
RecruitingBlogs.com May 2009 - June 2010
Envision Financial Group April 2008 - May 2009
HCI (Hogan Consulting Inc.) July 2007 - October 2008
Trinity Church Interdenominational August 2005 - August 2007
CLS Investment Firm, LLC December 2006 - July 2007
Heartland Gatekeeper February 2002 - June 2006
Open Hands Relief March 2004 - August 2005
Skills
Marketing Research, Marketing Strategy, Interactive Marketing, Community Management, Copywriting, Social Media, Social Networking, Social Media Marketing, Digital Marketing, Online Marketing, Marketing Communications, Blogging, Public Relations, Email Marketing, Corporate Communications, Strategic Partnerships, Advertising, Direct Marketing, Event Management, Integrated Marketing, Brand Development, Market Research, Digital Strategy, Strategic Planning, Marketing Management, Internal Communications, Product Marketing, B2B, Digital Media, B2B Marketing, Business Strategy, Online Advertising, Community Engagement, Human Resources, Strategy, Leadership, Management, Recruiting, Entrepreneurship, Content Development, Salesforce.com, Newsletters, Facebook, Press Releases, CRM, Marketing, Start-ups, Business Development, Lead Generation, New Media
Education
University of Nebraska at Omaha 1998 — 2002
Bachelor's, Communication/Advertising
University of Nebraska at Omaha 1998 — 2002
Bachelor of Science (BS), Communications
Brigette Porro Brigette Porro's CLS Investment Firm, LLC Experience March 2005 - October 2005
Job Business Development Coordinator at Best Care Employee Assistance Program
Industry Professional Training & Coaching
Experience
Best Care Employee Assistance Program (Methodist Health System) November 2011 - Present
Methodist Health System September 2007 - November 2011
RSI Medical Staffing October 2006 - September 2007
World Access Systems, Inc. October 2005 - October 2006
CLS Investment Firm, LLC March 2005 - October 2005
Hauptman, O'Brien, Wolf & Lathrop, PC April 1994 - March 2005
Torino Jrs. Inc. January 1989 - January 1994
Skills
Employee Relations, Talent Acquisition, Strategic Planning, Recruiting, Applicant Tracking..., Account Management, Training, HR Policies, Employee Benefits, Employee Training, Human Resources, Leadership Development, Marketing, Coaching, Interviews, Performance Management, Onboarding, Business Development, Employee Engagement, Executive Coaching, Organizational..., College Recruiting, Talent Management, Workforce Planning, Hiring, Resume Writing, Workshop Facilitation, Leadership, Team Building, Conflict Resolution, Organizational..., Succession Planning, Marketing Communications
Education
Bellevue University
B.S., Organizational Communications
Grand Island Senior High School
Best Care Employee Assistance Program (Methodist Health System) November 2011 - Present
Methodist Health System September 2007 - November 2011
RSI Medical Staffing October 2006 - September 2007
World Access Systems, Inc. October 2005 - October 2006
CLS Investment Firm, LLC March 2005 - October 2005
Hauptman, O'Brien, Wolf & Lathrop, PC April 1994 - March 2005
Torino Jrs. Inc. January 1989 - January 1994
Skills
Employee Relations, Talent Acquisition, Strategic Planning, Recruiting, Applicant Tracking..., Account Management, Training, HR Policies, Employee Benefits, Employee Training, Human Resources, Leadership Development, Marketing, Coaching, Interviews, Performance Management, Onboarding, Business Development, Employee Engagement, Executive Coaching, Organizational..., College Recruiting, Talent Management, Workforce Planning, Hiring, Resume Writing, Workshop Facilitation, Leadership, Team Building, Conflict Resolution, Organizational..., Succession Planning, Marketing Communications
Education
Bellevue University
B.S., Organizational Communications
Grand Island Senior High School
Bill Wostoupal's CLS Investment Firm, LLC Experience November 1994 - November 2000
Job Executive VP at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2005 - Present
Gemini Fund Services, LLC January 2005 - December 2010
Orion Advisor Services November 2000 - December 2004
CLS Investment Firm, LLC November 1994 - November 2000
Skills
Series 7, Business Development, Sales, Investments, Mutual Funds, Asset Management, Investment Advisory, Series 63, Securities, Leadership, Series 24, Strategic Planning, Portfolio Management, Project Management, Strategy, Wealth Management, Alternative Investments, Social Media Marketing, Marketing Strategy, Relationship Management, Sales Management, Retirement Planning, New Business Development
Education
University of Nebraska-Lincoln 1990 — 1992
BA, Major: Psychology Minor: Finance
University of Nebraska at Omaha
NorthStar Financial Services Group, LLC January 2005 - Present
Gemini Fund Services, LLC January 2005 - December 2010
Orion Advisor Services November 2000 - December 2004
CLS Investment Firm, LLC November 1994 - November 2000
Skills
Series 7, Business Development, Sales, Investments, Mutual Funds, Asset Management, Investment Advisory, Series 63, Securities, Leadership, Series 24, Strategic Planning, Portfolio Management, Project Management, Strategy, Wealth Management, Alternative Investments, Social Media Marketing, Marketing Strategy, Relationship Management, Sales Management, Retirement Planning, New Business Development
Education
University of Nebraska-Lincoln 1990 — 1992
BA, Major: Psychology Minor: Finance
University of Nebraska at Omaha
Paula Wieck Paula Wieck's CLS Investment Firm, LLC Experience December 2007 - July 2010
Job Manager of Investment Research/Portfolio Manager at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC July 2010 - Present
CLS Investment Firm, LLC December 2007 - July 2010
Northstar Financial Services November 2006 - December 2007
Skills
Asset Managment
Education
University of Nebraska at Omaha 1998 — 2004
CLS Investments, LLC July 2010 - Present
CLS Investment Firm, LLC December 2007 - July 2010
Northstar Financial Services November 2006 - December 2007
Skills
Asset Managment
Education
University of Nebraska at Omaha 1998 — 2004
Andrea Tiernan Andrea Tiernan's CLS Investment Firm, LLC Experience May 2006 - December 2006
Job Independent Sales Consultant at Norwex USA
Industry Financial Services
Experience
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Norwex USA 2014 - Present
Weitz Investment Management August 2011 - July 2015
Gemini Fund Services August 2010 - August 2011
Gemini Fund Services April 2008 - July 2010
Gemini Fund Services April 2007 - April 2008
Orion Advisor Services December 2006 - April 2007
CLS Investment Firm, LLC May 2006 - December 2006
WageWorks September 2003 - December 2005
M&I Bank May 2001 - January 2003
First National Bank of Omaha January 2001 - April 2001
Skills
Financial Reporting, Data Analysis, Securities, Mutual Funds, Fund Accounting, Financial Analysis, Finance, Accounting, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
BBA, Finance and International Business
Metropolitan Community College 1998 — 2003
Associate of Applied Science, Business
Eric Clarke Eric Clarke's CLS Investment Firm, LLC Experience 1999 - 2006
Job President at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services December 1999 - Present
Vistage International September 2009 - Present
CLS Investment Firm, LLC 1999 - 2006
Education
University of Utah - David Eccles School of Business 1996 — 1997
MBA, Business
Brigham Young University 1991 — 1996
Bachelors, Accounting
Orion Advisor Services December 1999 - Present
Vistage International September 2009 - Present
CLS Investment Firm, LLC 1999 - 2006
Education
University of Utah - David Eccles School of Business 1996 — 1997
MBA, Business
Brigham Young University 1991 — 1996
Bachelors, Accounting
Jocelyn Spreitzer's CLS Investment Firm, LLC Experience 1996 - 2002
Job Director of Marketing at Culinary Services Group
Industry Education Management
Experience
Culinary Services Group August 2013 - Present
Celebree Learning Centers 2012 - 2013
Pink and Blue Learning Center, Inc. May 2007 - 2012
Acies Creative Group, LLC 2002 - 2007
CLS Investment Firm, LLC 1996 - 2002
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Marketing, Social Media, B2B, Management, Market Planning, Trade Shows, Web Development, Email Marketing, Marketing Communications, Online Advertising, Event Planning, Market Research, Direct Marketing, Strategic Planning, New Business Development, Sales, Business Development, Marketing Research, Adobe Creative Suite, Business Strategy, Public Speaking, Recruiting, WordPress, Online Marketing, Blogging, Project Management, Leadership, Public Relations, Team Leadership, Advertising, Corporate Communications, Microsoft Office, Small Business, Event Management, Customer Service, Microsoft Excel, Lead Generation, Entrepreneurship, Social Networking, Community Outreach, Budgets, Internal Communications, Editing, Fundraising, Analysis, Team Building, Facebook
Education
University of Nebraska at Omaha 1997 — 1999
Masters, Organizational Communications
Iowa State University 1991 — 1995
Bachelors of Science, Journalism with an emphasis in Advertising
Culinary Services Group August 2013 - Present
Celebree Learning Centers 2012 - 2013
Pink and Blue Learning Center, Inc. May 2007 - 2012
Acies Creative Group, LLC 2002 - 2007
CLS Investment Firm, LLC 1996 - 2002
Skills
Marketing Strategy, Digital Marketing, Social Media Marketing, Marketing, Social Media, B2B, Management, Market Planning, Trade Shows, Web Development, Email Marketing, Marketing Communications, Online Advertising, Event Planning, Market Research, Direct Marketing, Strategic Planning, New Business Development, Sales, Business Development, Marketing Research, Adobe Creative Suite, Business Strategy, Public Speaking, Recruiting, WordPress, Online Marketing, Blogging, Project Management, Leadership, Public Relations, Team Leadership, Advertising, Corporate Communications, Microsoft Office, Small Business, Event Management, Customer Service, Microsoft Excel, Lead Generation, Entrepreneurship, Social Networking, Community Outreach, Budgets, Internal Communications, Editing, Fundraising, Analysis, Team Building, Facebook
Education
University of Nebraska at Omaha 1997 — 1999
Masters, Organizational Communications
Iowa State University 1991 — 1995
Bachelors of Science, Journalism with an emphasis in Advertising
Jen (Layne) Sorenson's CLS Investment Firm, LLC Experience May 2007 - January 2008
Job Event, Marketing and Branding Expert: Pushing the Creative Envelope
Industry Financial Services
Experience
Gemini Fund Services June 2006 - Present
CLS Investment Firm, LLC May 2007 - January 2008
First National Bank Omaha 1998 - 2006
Skills
Corporate Branding, Meeting Planning, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing, Marketing Strategy, Marketing, New Business Development, Event Planning, Corporate Events, Public Relations, Social Media, Mutual Funds, Hedge Funds, Sales, E-commerce, Management, Strategy, B2B Marketing
Education
Nebraska Wesleyan University 1994 — 1998
Business Administration, Marketing
Gemini Fund Services June 2006 - Present
CLS Investment Firm, LLC May 2007 - January 2008
First National Bank Omaha 1998 - 2006
Skills
Corporate Branding, Meeting Planning, Marketing Communications, Email Marketing, Social Media Marketing, Direct Marketing, Marketing Strategy, Marketing, New Business Development, Event Planning, Corporate Events, Public Relations, Social Media, Mutual Funds, Hedge Funds, Sales, E-commerce, Management, Strategy, B2B Marketing
Education
Nebraska Wesleyan University 1994 — 1998
Business Administration, Marketing
Joe Porter, CIPM Joe Porter, CIPM's CLS Investment Firm, LLC Experience June 2006 - October 2010
Job Investment Performance Analyst at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC October 2010 - Present
CLS Investment Firm, LLC June 2006 - October 2010
Skills
Investments, Microsoft Excel, Alternative Investments, Financial Analysis, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Customer Service, Mutual Funds, Asset Allocation, Financial Services, Securities, Finance, Series 63
Education
Bellevue University 2006 — 2009
MBA, Finance
Eastern Washington University 2001 — 2003
BA, Computer Science with an emphasis on Multimedia Programming
Brigham Young University - Idaho 1995 — 2000
AAS, Computer Information Systems
CLS Investments, LLC October 2010 - Present
CLS Investment Firm, LLC June 2006 - October 2010
Skills
Investments, Microsoft Excel, Alternative Investments, Financial Analysis, Wealth Management, Investment Advisory, Portfolio Management, Asset Management, Customer Service, Mutual Funds, Asset Allocation, Financial Services, Securities, Finance, Series 63
Education
Bellevue University 2006 — 2009
MBA, Finance
Eastern Washington University 2001 — 2003
BA, Computer Science with an emphasis on Multimedia Programming
Brigham Young University - Idaho 1995 — 2000
AAS, Computer Information Systems
Ben Poole Ben Poole's CLS Investment Firm, LLC Experience 1997 - 2003
Job Associate at HDR, Inc. Solving complex technology problems with simplicity (and hard work)
Industry Computer Software
Experience
HDR April 2010 - Present
PooleDesign Media Group October 1999 - April 2011
Northstar Financial Services October 1997 - April 2010
Orion Advisor Services October 1997 - April 2010
CLS Investment Firm, LLC 1997 - 2003
The Omaha World Herald May 1997 - October 1997
Skills
Web Development, CSS, Drupal, JavaScript, PHP, WordPress, SEO, User Interface Design, CMS, Web Applications, jQuery, Microsoft SQL Server, HTML 5, SharePoint, MySQL, Usability, Flash, IT Solutions, Solution Development, Databases, XHTML, Web 2.0, Creative Strategy, Nonprofits, .NET, ASP.NET, User Experience, Unified Communications, Application Lifecycle..., Product Development, Community Outreach, Data Visualization, Information Technology..., UX, Graphic Design, Lean IT, Management, Project Management, Leadership
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising and Economics
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising, Economics
HDR April 2010 - Present
PooleDesign Media Group October 1999 - April 2011
Northstar Financial Services October 1997 - April 2010
Orion Advisor Services October 1997 - April 2010
CLS Investment Firm, LLC 1997 - 2003
The Omaha World Herald May 1997 - October 1997
Skills
Web Development, CSS, Drupal, JavaScript, PHP, WordPress, SEO, User Interface Design, CMS, Web Applications, jQuery, Microsoft SQL Server, HTML 5, SharePoint, MySQL, Usability, Flash, IT Solutions, Solution Development, Databases, XHTML, Web 2.0, Creative Strategy, Nonprofits, .NET, ASP.NET, User Experience, Unified Communications, Application Lifecycle..., Product Development, Community Outreach, Data Visualization, Information Technology..., UX, Graphic Design, Lean IT, Management, Project Management, Leadership
Education
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising and Economics
University of Nebraska-Lincoln 1993 — 1997
Bachelors of Journalism, Advertising, Economics
Brooke Torson's CLS Investment Firm, LLC Experience March 2004 - June 2006
Job 1st Grade Teacher at Omaha Public Schools
Industry Financial Services
Experience
Omaha Public Schools July 2013 - Present
Nebraska Furniture Mart June 2011 - Present
Elkhorn Public Schools August 2011 - May 2013
Elkhorn School District January 2011 - April 2012
First National Bank & Trust October 2008 - December 2010
First National Bank of Omaha September 2007 - October 2009
PayPal May 2007 - September 2007
Orion Advisor Services June 2006 - May 2007
CLS Investment Firm, LLC March 2004 - June 2006
First National Bank of Omaha April 2003 - February 2005
Skills
Commercial Banking, Data Analysis, Financial Analysis, Credit, Investments, Risk Management, Finance, Customer Service
Education
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (BS), Elementary Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Wayne State College 1996 — 1997
Undecided
Millard West 1995 — 1996
Omaha Public Schools July 2013 - Present
Nebraska Furniture Mart June 2011 - Present
Elkhorn Public Schools August 2011 - May 2013
Elkhorn School District January 2011 - April 2012
First National Bank & Trust October 2008 - December 2010
First National Bank of Omaha September 2007 - October 2009
PayPal May 2007 - September 2007
Orion Advisor Services June 2006 - May 2007
CLS Investment Firm, LLC March 2004 - June 2006
First National Bank of Omaha April 2003 - February 2005
Skills
Commercial Banking, Data Analysis, Financial Analysis, Credit, Investments, Risk Management, Finance, Customer Service
Education
University of Nebraska at Omaha 2008 — 2010
Bachelor of Science (BS), Elementary Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science (BS), Business Administration and Management, General
Wayne State College 1996 — 1997
Undecided
Millard West 1995 — 1996
J.J. Schenkelberg, CFA's CLS Investment Firm, LLC Experience Senior Financial AnalystFirst National Bank of Omah1997 - 2005
Job Senior Portfolio Manager at CLS Investment Firm, LLC
Industry Investment Management
Experience
CLS Investment Firm, LLC Senior Financial AnalystFirst National Bank of Omah1997 - 2005
Skills
Asset Allocation, Asset Management, Asset Managment, Investment Advisory, Wealth Management, Strategic Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Securities
Education
Kansas State University 1992 — 1997
CLS Investment Firm, LLC Senior Financial AnalystFirst National Bank of Omah1997 - 2005
Skills
Asset Allocation, Asset Management, Asset Managment, Investment Advisory, Wealth Management, Strategic Planning, Financial Advisory, Strategic Financial..., Mutual Funds, Investments, Portfolio Management, Securities
Education
Kansas State University 1992 — 1997
Brian Ragle's CLS Investment Firm, LLC Experience November 2000 - Present
Job Sr. Vice President at CLS Investment Firm, LLC
Industry Financial Services
Experience
CLS Investment Firm, LLC November 2000 - Present
CLS Investment Firm Inc November 2000 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Securities, Wealth Management, Asset Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, 401k, Financial Advisory, ETFs, Asset Allocation, Investment Strategies
Education
Baylor University 1970 — 1975
Bachelor of Arts (B.A.)
Baylor University 1970 — 1975
Bachelor's degree, Pre-Law Studies, Theatre Arts
CLS Investment Firm, LLC November 2000 - Present
CLS Investment Firm Inc November 2000 - Present
Skills
Series 7, Mutual Funds, Series 63, Investments, Securities, Wealth Management, Asset Management, Portfolio Management, Alternative Investments, Retirement Planning, Investment Advisory, 401k, Financial Advisory, ETFs, Asset Allocation, Investment Strategies
Education
Baylor University 1970 — 1975
Bachelor of Arts (B.A.)
Baylor University 1970 — 1975
Bachelor's degree, Pre-Law Studies, Theatre Arts
Amy Vance's CLS Investment Firm, LLC Experience March 2005 - February 2012
Job Portfolio Project Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC 2013 - Present
CLS Investment Firm, LLC March 2005 - February 2012
CLS Investments March 2007 - December 2007
Skills
Asset Management, Financial Services, Mutual Funds, Investments
Education
University of Nebraska at Kearney 1990 — 1993
CLS Investments, LLC 2013 - Present
CLS Investment Firm, LLC March 2005 - February 2012
CLS Investments March 2007 - December 2007
Skills
Asset Management, Financial Services, Mutual Funds, Investments
Education
University of Nebraska at Kearney 1990 — 1993
Matt McCune's CLS Investment Firm, LLC Experience October 2003 - January 2011
Job Law Clerk, 4th District Court of Utah (Judge Darold J. McDade)
Industry Law Practice
Experience
4th District Court of Utah (Judge Darold J. McDade) August 2015 - Present
Christensen Law Offices July 2014 - July 2015
San Bernardino County District Attorney's Office June 2014 - July 2014
4th District Court of Utah (Judge Derek P. Pullen) April 2014 - May 2014
Orion Advisor Services July 2011 - August 2013
Elman Print January 2011 - July 2011
CLS Investment Firm, LLC October 2003 - January 2011
Skills
Email Marketing, Marketing Communications, Adobe Creative Suite, Salesforce.com, Social Media Marketing, Project Management, Graphic Design, Newsletters, Web Content, Google Adwords, Keynote, Microsoft Office, Marketing Research, Twitter, Advertising, Leadership, Trial Practice, Legal Research, Legal Writing, Management, Public Speaking, Customer Service, Microsoft Excel
Education
Brigham Young University—J. Reuben Clark Law School 2013 — 2016
J.D. Candidate
University of Nebraska at Omaha
Bachelor of Science in Business Administration, Marketing & Management
4th District Court of Utah (Judge Darold J. McDade) August 2015 - Present
Christensen Law Offices July 2014 - July 2015
San Bernardino County District Attorney's Office June 2014 - July 2014
4th District Court of Utah (Judge Derek P. Pullen) April 2014 - May 2014
Orion Advisor Services July 2011 - August 2013
Elman Print January 2011 - July 2011
CLS Investment Firm, LLC October 2003 - January 2011
Skills
Email Marketing, Marketing Communications, Adobe Creative Suite, Salesforce.com, Social Media Marketing, Project Management, Graphic Design, Newsletters, Web Content, Google Adwords, Keynote, Microsoft Office, Marketing Research, Twitter, Advertising, Leadership, Trial Practice, Legal Research, Legal Writing, Management, Public Speaking, Customer Service, Microsoft Excel
Education
Brigham Young University—J. Reuben Clark Law School 2013 — 2016
J.D. Candidate
University of Nebraska at Omaha
Bachelor of Science in Business Administration, Marketing & Management
Mark Pagliuca's CLS Investment Firm, LLC Experience December 2006 - November 2008
Job Institutional Project Manager at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services July 2014 - Present
Orion Advisor Services January 2011 - July 2014
Orion Advisor Services March 2010 - January 2011
CLS Investment Firm, LLC December 2006 - November 2008
Orion Advisor Services March 2004 - December 2006
Skills
Process Improvement, Customer Service, Financial Services, Asset Management, Mutual Funds
Education
Grantham University 2009 — 2012
Master of Business Administration (M.B.A.), Project Management
University of Massachusetts Dartmouth 1994 — 1997
Bachelor of Arts (BA), Psychology
Orion Advisor Services July 2014 - Present
Orion Advisor Services January 2011 - July 2014
Orion Advisor Services March 2010 - January 2011
CLS Investment Firm, LLC December 2006 - November 2008
Orion Advisor Services March 2004 - December 2006
Skills
Process Improvement, Customer Service, Financial Services, Asset Management, Mutual Funds
Education
Grantham University 2009 — 2012
Master of Business Administration (M.B.A.), Project Management
University of Massachusetts Dartmouth 1994 — 1997
Bachelor of Arts (BA), Psychology
Kyle Hiatt's CLS Investment Firm, LLC Experience July 2000 - October 2003
Job EVP Business Development at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services April 2013 - Present
Orion Advisor Services October 2009 - April 2013
Orion Advisor Services January 2008 - October 2009
Orion Advisor Services September 2003 - January 2008
CLS Investment Firm, LLC July 2000 - October 2003
Gemini Fund Services January 2001 - January 2002
Skills
Performance Reporting, Outsourcing, Portfolio Management, Operations Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Trading, Advisory fee billing, Finance, Management, Financial Advisory, Financial Services, Business Analysis, Mutual Funds, Securities, CRM, Business Development, Series 63, Alternative Investments, Strategic Financial..., 401k, Asset Management, ETFs, Financial Planning
Education
Bellevue University 2005 — 2008
MBA, Finance
Creighton University 1993 — 1997
BSBA, Finance
Orion Advisor Services April 2013 - Present
Orion Advisor Services October 2009 - April 2013
Orion Advisor Services January 2008 - October 2009
Orion Advisor Services September 2003 - January 2008
CLS Investment Firm, LLC July 2000 - October 2003
Gemini Fund Services January 2001 - January 2002
Skills
Performance Reporting, Outsourcing, Portfolio Management, Operations Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Trading, Advisory fee billing, Finance, Management, Financial Advisory, Financial Services, Business Analysis, Mutual Funds, Securities, CRM, Business Development, Series 63, Alternative Investments, Strategic Financial..., 401k, Asset Management, ETFs, Financial Planning
Education
Bellevue University 2005 — 2008
MBA, Finance
Creighton University 1993 — 1997
BSBA, Finance
Dawn Batho's CLS Investment Firm, LLC Experience May 2006 - August 2011
Job Director of Inside Sales at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC August 2011 - Present
CLS Investment Firm, LLC May 2006 - August 2011
Mutual of Omaha October 1999 - November 2004
Skills
Series 63, Series 6, Investment Advisory, Retirement, Financial Services, Asset Management, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Fixed Annuities, Series 24, Series 65, Investment Strategies, Financial Planning, Finance, Customer Service, Investment Management
Education
The University of South Dakota 1987 — 1992
BS, Business with HR emphasis
CLS Investments, LLC August 2011 - Present
CLS Investment Firm, LLC May 2006 - August 2011
Mutual of Omaha October 1999 - November 2004
Skills
Series 63, Series 6, Investment Advisory, Retirement, Financial Services, Asset Management, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Fixed Annuities, Series 24, Series 65, Investment Strategies, Financial Planning, Finance, Customer Service, Investment Management
Education
The University of South Dakota 1987 — 1992
BS, Business with HR emphasis
Ann Zemann's CLS Investment Firm, LLC Experience April 2001 - January 2005
Job Owner, Stile Compliance Services, Inc.
Industry Financial Services
Experience
Stile Compliance Services, Inc. Compliance ConsultantOrion Advisor ServicesSeptember 2001 - June 2005
CLS Investment Firm, LLC April 2001 - January 2005
Securities America January 1996 - March 2001
Education
University of Nebraska at Omaha 1994 — 1997
STM
Stile Compliance Services, Inc. Compliance ConsultantOrion Advisor ServicesSeptember 2001 - June 2005
CLS Investment Firm, LLC April 2001 - January 2005
Securities America January 1996 - March 2001
Education
University of Nebraska at Omaha 1994 — 1997
STM
George Svagera III's CLS Investment Firm, LLC Experience September 2007 - Present
Job Client Service Rep at CLS Investment Firm, LLC
Industry Financial Services
Experience
CLS Investment Firm, LLC September 2007 - Present
Continental Pool and Spa September 2005 - September 2007
Education
University of Nebraska at Omaha 2001 — 2007
Bachelor, Marketing/Finance
CLS Investment Firm, LLC September 2007 - Present
Continental Pool and Spa September 2005 - September 2007
Education
University of Nebraska at Omaha 2001 — 2007
Bachelor, Marketing/Finance
Jeremy Cordero's CLS Investment Firm, LLC Experience March 2008 - November 2008
Job Securities Lending at Apex Clearing Corporation
Industry Financial Services
Experience
Apex Clearing Corporation August 2015 - Present
Apex Clearing June 2013 - Present
Fidelity Investments February 2010 - June 2013
Wells Fargo Bank August 2009 - January 2010
CLS Investment Firm, LLC March 2008 - November 2008
Skills
Excel, Microsoft Office, Investments, Series 7, Series 63, Equities, Securities, Mutual Funds, Customer Service, Risk Management, Financial Analysis, Insurance, Microsoft Excel, Portfolio Management, Sales, Bloomberg
Education
University of Nebraska at Omaha 2003 — 2007
Finance, Investment Science
Apex Clearing Corporation August 2015 - Present
Apex Clearing June 2013 - Present
Fidelity Investments February 2010 - June 2013
Wells Fargo Bank August 2009 - January 2010
CLS Investment Firm, LLC March 2008 - November 2008
Skills
Excel, Microsoft Office, Investments, Series 7, Series 63, Equities, Securities, Mutual Funds, Customer Service, Risk Management, Financial Analysis, Insurance, Microsoft Excel, Portfolio Management, Sales, Bloomberg
Education
University of Nebraska at Omaha 2003 — 2007
Finance, Investment Science
Randy Skalla's CLS Investment Firm, LLC Experience 1989 - 2001
Job President at L5 Enterprises
Industry Financial Services
Experience
L5 Enterprises January 2001 - Present
Northern Lights Fund Trust II May 2011 - Present
Orizon Group January 2007 - Present
Riggs Capital Management January 2005 - Present
L5 Enterprises February 2002 - Present
CLS Investment Firm, LLC 1989 - 2001
Skills
Investments, Wealth Management, Investment Management, Risk Management, Portfolio Management, Hedge Funds, Asset Management, Equities, Due Diligence, Asset Allocation, Alternative Investments, Mutual Funds, Contract Negotiation, Private Equity, Series 7, Investment Advisory, Strategic Financial..., Investment Strategies, Securities
Education
Brigham Young University 1986 — 1988
MBA, Finance
L5 Enterprises January 2001 - Present
Northern Lights Fund Trust II May 2011 - Present
Orizon Group January 2007 - Present
Riggs Capital Management January 2005 - Present
L5 Enterprises February 2002 - Present
CLS Investment Firm, LLC 1989 - 2001
Skills
Investments, Wealth Management, Investment Management, Risk Management, Portfolio Management, Hedge Funds, Asset Management, Equities, Due Diligence, Asset Allocation, Alternative Investments, Mutual Funds, Contract Negotiation, Private Equity, Series 7, Investment Advisory, Strategic Financial..., Investment Strategies, Securities
Education
Brigham Young University 1986 — 1988
MBA, Finance
Nicole Broussard's CLS Investment Firm, LLC Experience August 2000 - June 2007
Job Director of Process Improvement at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2014 - Present
Mutual of Omaha September 2013 - January 2014
Orion Advisor Services June 2007 - August 2013
CLS Investment Firm, LLC August 2000 - June 2007
Skills
Customer Relations, Excel, Microsoft Office, Team Building, Salesforce.com, Customer Service, Microsoft Excel, Management, Mutual Funds, Business Analysis, Team Leadership, Operations Management, Business Development, Leadership, Financial Services, Account Management
Education
Bellevue University
MBA, Business
Orion Advisor Services January 2014 - Present
Mutual of Omaha September 2013 - January 2014
Orion Advisor Services June 2007 - August 2013
CLS Investment Firm, LLC August 2000 - June 2007
Skills
Customer Relations, Excel, Microsoft Office, Team Building, Salesforce.com, Customer Service, Microsoft Excel, Management, Mutual Funds, Business Analysis, Team Leadership, Operations Management, Business Development, Leadership, Financial Services, Account Management
Education
Bellevue University
MBA, Business
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY