CLS Investments, LLC

Industry: Company

Description

Founded: 1989 Subsidiary: Schield Management Company

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CLS Investments, LLC Employees

Employee
Years
Job
Industry
Sierra Morris Sierra Morris Omaha, Nebraska Details
Sierra Morris's CLS Investments, LLC Experience November 2014 - July 2015
Job Merchandise Planning Analyst at Oriental Trading Company
Industry Investment Management
Experience
Oriental Trading Company  July 2015 - Present
CLS Investments, LLC   November 2014 - July 2015
CLS Investments, LLC   June 2013 - October 2014
Mutual 1st Federal  October 2012 - May 2013
Mutual 1st Federal  July 2011 - September 2012
Bank of the West  October 2010 - July 2011
Enterprise Bank  April 2010 - October 2010
Francesca's Collections  August 2008 - April 2010

Skills
Loans, Credit, Banking, Sales, Finance, Customer Service, Credit Analysis, Financial Analysis, Investments, Portfolio Management, Analysis, Asset Management, Securities, Mutual Funds, Time Management

Education
University of Nebraska at Omaha   2010 — 2013
Bachelor of Business Administration (BBA), Banking, Financial Markets, Investment Science and Portfolio Management, Cum Laude

Metropolitan Community College   2008 — 2010
Associates Degree, Business Administration

Shari Jack Rash Shari Jack Rash Baltimore, Maryland Area Details
Shari Jack Rash's CLS Investments, LLC Experience February 2014 - Present
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   February 2014 - Present
Prudential Financial  2011 - December 2013
PRUDENTIAL ANNUITIES  2009 - 2011
Prudential Financial  2008 - 2009
First Investors  2007 - 2008

Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Series 63, Series 6, Retirement, Sales, Financial Services, Retirement Planning, Annuity Sales, Asset Allocation, Investments, IRAs, Alternative Investments, Investment Strategies, Wholesale, Training, Strategic Financial..., Financial Planning, Insurance, Portfolio Management, Securities, Life & Health Insurance..., ETFs, Separately Managed..., Managed Money, Roth IRA, 403 b, 401k, Financial Advisory, Investment Advisory, Life Insurance, Asset Management

Education
Temple University - Fox School of Business and Management   2003 — 2007
Bachelor of Science (BS), Finance, General

Temple University - Fox School of Business and Management   2003 — 2007
Finance

Meghan Reinhardt Meghan Reinhardt Greater Omaha Area Details
Meghan Reinhardt's CLS Investments, LLC Experience August 2013 - Present
Job Internal Wholesaler at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   August 2013 - Present
CLS Investments, LLC   August 2012 - Present
National AmeriCorps Corporation   August 2010 - August 2011
EME Creative   March 2008 - September 2010

Skills
Proficient in Microsoft..., Strong verbal and..., Self motivated,..., Tolerant and flexible..., Accuracy and attention..., Extremely organized, Microsoft Excel, PowerPoint, Marketing, Adobe Creative Suite, Marketing Strategy, Social Media, Team Building, Advertising, New Business Development, Sales, Fundraising, Competitive Analysis

Education
University of Nebraska-Lincoln   2006 — 2010
Bachelor, Marketing

Jessica Golson Jessica Golson Greater Omaha Area Details
Jessica Golson's CLS Investments, LLC Experience September 2011 - Present
Job Trading Manager at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   September 2011 - Present
Emmanuel Evangelical Lutheran Church   January 2010 - December 2010
JR Montgomery Bancorporation   September 2009 - December 2010
Waddell & Reed  June 2007 - September 2009
Pentagon Federal Credit Union  June 2004 - January 2006

Skills
Investments, Risk Management, Securities, Insurance, Mutual Funds, Finance, Banking, Portfolio Management

Education
Creighton University   2010 — 2012
MSAPM, Security Analysis and Portfolio Managment

University of Nebraska at Omaha   2002 — 2006
BSBA, Finance, Banking, Investment Science and Portfolio Management, and Management

Vinila Thallavajhula Vinila Thallavajhula Greater Los Angeles Area Details
Vinila Thallavajhula's CLS Investments, LLC Experience August 2010 - September 2013
Job Lead ECommerce BA/Project Manager
Industry Information Technology and Services
Experience
Medtronic  May 2015 - Present
On Assignment  September 2013 - March 2015
CLS Investments, LLC   August 2010 - September 2013
Richdale Apartments  February 2010 - May 2010
IPG  July 2009 - February 2010

Skills
Data Analysis, Analysis, Business Analysis, Crystal Reports, SQL, Requirements Gathering, User Acceptance Testing, SDLC, Visio, Microsoft SQL Server, Software Project..., Database Design, Business Process..., Requirements Analysis, Business Intelligence, Salesforce.com, Agile Project Management, Scrum, Relational Data Modeling, Functional..., UML, DFD, SharePoint, Testing, MySQL, Data Warehousing, HTML, JIRA, Atlassian JIRA, Sprint Planning, Charles River IMS, Vendor Management, Project Management, Release Management, Certified Scrum Master, Certified Scrum Product...

Education
University of Nebraska at Omaha   2008 — 2010
Master of Science (MS), MIS

Jawaharlal Nehru Technological University   2003 — 2007
Bachelor of Technology (B.Tech.), Computer Science and Information Technology

Dan Archer, CFP® Dan Archer, CFP® Omaha, Nebraska Details
Dan Archer, CFP®'s CLS Investments, LLC Experience January 2007 - November 2012
Job Field Service Representative at Nationwide Financial
Industry Financial Services
Experience
CLS Investments, LLC   January 2007 - November 2012
First National Bank of Omaha  December 1999 - January 2005

Skills
Retirement Plan..., Regulatory Implications, Exceptional..., Problem Solving, Negotiation, Qualified Retirement..., Relationship Management, Investment Selection, ERISA Compliance, Advisor Training, Certified Financial..., Benefit Enrollment, Investment / Portfolio..., IRS / DOL Qualified..., Prospecting / Business..., Consultative / Solution..., Needs Assessment /..., Comprehensive Financial..., ASPPA, Compliance Testing, ERISA, Enrollment Management, 401k, Retirement Planning, Pensions, Retirement, Employee Benefits, Wealth Management, Profit Sharing, Retirement Plan..., Defined Benefit, ETFs, Investment Management, 401k Rollovers, Wealth Management..., Salesforce.com, Investment Advisory, Mutual Funds, Insurance, Series 6, Open Enrollment, Series 7, Portfolio Management, Series 63

Education
Emporia State University
Bachelor of Science, Business Administration

Doug Poole Doug Poole Greater Omaha Area Details
Doug Poole's CLS Investments, LLC Experience May 2012 - Present
Job VP Key Accounts at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   May 2012 - Present
CLS Investments, LLC   July 2008 - May 2012
CLS Investments, LLC   January 2008 - June 2008

Skills
Investments, Management, Leadership, Insurance, Mutual Funds, Portfolio Management, Alternative Investments, Wealth Management, 401k, Asset Allocation, Securities, Financial Services, Investment Advisory, Retirement, Asset Management

Education
University of Nebraska at Omaha   1972 — 1977
Bachelor of Science (BS)

Omaha Burke High School   1967 — 1970

Case Eichenberger Case Eichenberger Greater Omaha Area Details
Case Eichenberger's CLS Investments, LLC Experience January 2015 - Present
Job Client Portfolio Manager at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   January 2015 - Present
CLS Investments, LLC   June 2010 - January 2015
CLS Investments, LLC   June 2007 - June 2010

Skills
Financial Advisory, Mutual Funds, Series 6, Investment Advisory, Wealth Management, Securities, Investments, Investment Strategies, Asset Allocation, ETFs, Customer Service, Sales, Financial Services, Asset Management, Investment Management, Variable Annuities, Series 65, Separately Managed..., Series 63, series, Strategic Financial..., Fixed Annuities, Retirement, Series 7, 401k, Alternative Investments

Education
Midland University   2003 — 2007
Bachelor, Business Administration

Chelsey Duncan Chelsey Duncan Greater Omaha Area Details
Chelsey Duncan's CLS Investments, LLC Experience August 2014 - Present
Job Marketing Manager at CLS Investments, LLC
Industry Banking
Experience
CLS Investments, LLC   August 2014 - Present
CLS Investments, LLC   March 2011 - August 2014
First National Bank of Omaha  July 2009 - May 2011
Baldwin FIlters  May 2007 - June 2009
University of Nebraska at Kearney  August 2008 - May 2009

Skills
Microsoft Office, Marketing Communications, Marketing, Microsoft Excel, Customer Service, Social Media Marketing, Salesforce.com

Education
University of Nebraska at Kearney   2008 — 2009
Masters of Business Administration, Marketing

University of Nebraska at Kearney   2004 — 2008
Bachelor of Science, Business Adminstration, with an emphasis in Marketing

George Svagera George Svagera Phoenix, Arizona Area Details
George Svagera's CLS Investments, LLC Experience September 2007 - August 2013
Job VP Business Development at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services  August 2013 - Present
CLS Investments, LLC   September 2007 - August 2013

Skills
Mutual Funds, Series 63, Series 6, Investment Advisory, Asset Allocation, Securities, 401k, Wealth Management, Investments, Financial Services, Retirement, Asset Management, ETFs, Risk Management

Education
University of Nebraska at Omaha   2001 — 2006
Bachelor, Marketing

John Ludlow John Ludlow Greater Omaha Area Details
John Ludlow's CLS Investments, LLC Experience July 2007 - May 2013
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments  November 2014 - Present
Morgan Stanley  May 2013 - July 2014
CLS Investments, LLC   July 2007 - May 2013
CLS  June 2005 - July 2007
Fidelity Investments  August 1995 - June 2005

Skills
Asset Managment, Financial Analysis, Process Improvement, Mutual Funds, Asset Management, Business Analysis, Strategic Planning, Securities, Finance, Financial Services, Portfolio Management, Microsoft Office, Wealth Management, Management, Investments, Customer Service, Microsoft Excel, Risk Management, Strategic Financial..., Financial Planning

Education
Brigham Young University   2002 — 2004
MBA, Business

Tony Daniel Tony Daniel Omaha, Nebraska Details
Tony Daniel's CLS Investments, LLC Experience January 2006 - February 2008
Job Regional Vice President of Retirement Plans at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  September 2010 - Present
Orizon Group  February 2008 - September 2010
CLS Investments, LLC   January 2006 - February 2008

Skills
Qualified Retirement..., Investment Advisory, Personal Financial..., Mutual Funds, Pensions, Finance

Education
Creighton University   2002 — 2005
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies

Jon Reiners Jon Reiners Greater Denver Area Details
Jon Reiners's CLS Investments, LLC Experience January 2001 - December 2002
Job Vice President & Business Development Officer at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   April 2013 - Present
Orion Advisor Services  December 2002 - April 2013
CLS Investments, LLC   January 2001 - December 2002

Skills
Financial Advisory, ETFs, Series 24, Salesforce.com, 401k, Separately Managed..., Finance, Miller Heiman, Merchant Acquiring, Investment Management, Financial Services, Business Development, Fixed Annuities, Institutional Sales, Executive Management, Relationship Management, Insurance

Education
Bellevue University   1998 — 2000
BA

Michele Prell Michele Prell Greater Omaha Area Details
Michele Prell's CLS Investments, LLC Experience August 2013 - July 2015
Job Investment Consultant, Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  July 2015 - Present
CLS Investments, LLC   August 2013 - July 2015
CLS Investments, LLC   November 2011 - August 2013
CLS Investments, LLC   February 2010 - November 2011
Modern Banking Systems  2008 - 2010
Bank of the West  2006 - 2008

Education
Morningside College   1997 — 2002
BS, Marketing, Advertising, Graphic Design

Matt Chadwell Matt Chadwell Salt Lake City, Utah Details
Matt Chadwell's CLS Investments, LLC Experience December 2012 - March 2013
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  August 2014 - Present
Chadwell Advisors, LLC   March 2013 - July 2014
CLS Investments, LLC   December 2012 - March 2013
CLS Investments, LLC   June 2012 - December 2012
CLS Investments, LLC   October 2011 - June 2012
SWK Holdings Corporation   February 2010 - September 2011
TechColumbus  June 2008 - June 2009
The Fisher College of Business   January 2009 - March 2009
The Ohio State University College of Medicine  August 2005 - February 2007
Independence Rehabilitation   August 2004 - July 2005

Skills
Investments, Financial Modeling, Due Diligence, Analysis, Mergers, Entrepreneurship, Investment Banking, Market Research, Competitive Analysis, Valuation, Financial Analysis, Venture Capital, DCF, Asset Managment, Private Equity, Finance, Bloomberg, Equity Research, Alternative Investments, Corporate Finance, Business Strategy, Capital Markets, Mutual Funds, Mergers & Acquisitions

Education
The Ohio State University Fisher College of Business   2007 — 2009
MBA, Investment Management

Brigham Young University   1998 — 2005
BS, Neuroscience

Ryan Byrne Ryan Byrne Greater Omaha Area Details
Ryan Byrne's CLS Investments, LLC Experience January 2015 - Present
Job VP of Qualified Plans at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   January 2015 - Present
CLS Investments, LLC   April 2013 - Present
CLS Investments, LLC   April 2010 - April 2013
CLS Investments, LLC   May 2006 - April 2010
Securities America, Inc. Member FINRA/SIPC   May 2004 - May 2006
QA3 Financial Corp  2002 - 2004

Skills
Investments, Asset Managment, Retirement Planning, Securities, Series 6, AIF, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Managed Money, Strategic Partnerships, Qualified Retirement..., Financial Services, Finance, Asset Management, Alternative Investments, Insurance, Series 65

Education
University of Nebraska at Omaha   1997 — 2002
Bachelor of Science, M.I.S.

Millard North High School   1994 — 1997

Doug McCash Doug McCash Greater Omaha Area Details
Doug McCash's CLS Investments, LLC Experience July 2008 - Present
Job Chief Compliance Officer at CLS Investments, LLC
Industry Legal Services
Experience
AdvisorOne Funds Trust   January 2012 - Present
CLS Investments, LLC   July 2008 - Present
NorthStar Financial Services Group, LLC  June 2006 - November 2011
Doster Mickes  June 2005 - June 2006
Fitzgerald, Schorr, Barmettler & Brennan   February 2003 - June 2005

Skills
Series 24, Series 7, Series 66, Spanish, Securities, Investment Advisers Act, Investments, Investment Company Act, Mutual Funds, Securities Regulation, Asset Managment, Investment Advisory, FINRA, Alternative Investments, AML, Securities Exchange Act..., Financial Services, Corporate Governance, Broker-Dealer, Estate Planning, Securities Litigation, OFAC

Education
University of Missouri-Kansas City School of Law   2001 — 2002
LL.M., Tax

University of Arkansas at Little Rock, William H. Bowen School of Law   1998 — 2001
J.D., Law

University of Arkansas   1992 — 1995
B.A., International Economics

Mark Swiderski Mark Swiderski Greater Boston Area Details
Mark Swiderski's CLS Investments, LLC Experience 2008 - 2009
Job Senior Sales Account Executive | Outside Sales Account Executive | VP Sales | Strategic Sales Executive | National Sales
Industry Financial Services
Experience
CCH Trust US, a Wolters Kluwer business   September 2013 - June 2015
Informa Investment Solutions  2012 - 2013
Wells Fargo Advisors  2011 - 2012
CLS Investments, LLC   2008 - 2009
Feldman Securities Group, LLC   2007 - 2008
Feldman Securities Group, LLC   2004 - 2007
SunGard Financial Systems  2003 - 2004
Feldman Securities Group, LLC   2000 - 2003
State Street  1998 - 2000

Skills
Strategic Selling Skills, Managing Complex Sales, Solution Selling, Consultative Sales..., Superior Client Service, Key Account Acquisition..., Strategic Relationships, Miller-Heiman Strategic..., Relationship..., National Account..., Pipeline Management, Mutual Funds, Wealth Management, Financial Services, Portfolio Management, Investments, Asset Management, Series 7, Investment Management, Risk Management, Negotiation, Banking, Relationship Management, ETFs, Account Management, SaaS, Separately Managed..., Investment Advisory, Series 63, Financial Risk, Asset Managment, Software Solution Sales, Performance Measurement, IT Outsourcing, Outsourcing, Series 65, Client Services, Proposal Generation, Global Custody, Registered Investment..., Front to Back Office, SPIN Selling, Sales Management

Education
State University of New York College at Plattsburgh
BA, Economics

Mark Ludwig Mark Ludwig Greater Omaha Area Details
Mark Ludwig's CLS Investments, LLC Experience July 2010 - February 2013
Job Compliance Coordinator AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC  September 2013 - Present
CLS Investments, LLC   July 2010 - February 2013
CLS Investments, LLC   June 2006 - July 2010
CLS Investments, LLC   September 2003 - June 2006
CLS Investments, LLC   September 1998 - September 2003

Skills
Investment Strategies, Variable Annuities

Education
University of Nebraska at Omaha
Bachelor's degree

Grace University

Michael Vitallo Michael Vitallo Greater Omaha Area Details
Michael Vitallo's CLS Investments, LLC Experience June 2012 - Present
Job Portfolio Administrator at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   June 2012 - Present
Orion Advisor Services  May 2006 - June 2012

Skills
Trading, Trading Systems, ETFs, Mutual Funds, Investments, Asset Allocation, Securities, Financial Services, Asset Management, Portfolio Management, Series 7, Series 63, Finance

Education
Illinois State University   1990 — 1994
BS, Marketing

Daniel Applegarth Daniel Applegarth Greater Omaha Area Details
Daniel Applegarth's CLS Investments, LLC Experience 2006 - Present
Job CFO at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC  January 2010 - Present
Orion Advisor Services  October 2006 - Present
Gemini Fund Services  October 2006 - Present
CLS Investments LLC  2006 - Present
Ernst & Young  2004 - 2006

Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds

Education
University of Nebraska at Omaha   2008 — 2011
MBA, Business Management

Brigham Young University   2002 — 2004

Brigham Young University - Idaho   1988 — 2002
Associate's, Accounting

Robin Danahy Robin Danahy Greater Omaha Area Details
Robin Danahy's CLS Investments, LLC Experience January 2010 - February 2012
Job Senior Sales Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services  January 2015 - Present
Robert W. Baird & Co.   August 2014 - December 2014
Orion Advisor Services  February 2012 - August 2014
CLS Investments, LLC   January 2010 - February 2012
Securities America  November 2002 - January 2010
QA3 Financial Corp  April 2003 - October 2003
Morgan Stanley  August 1998 - April 2003

Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments

Education
University of Nebraska at Omaha   1992 — 1997
BS, Secondary Education

Matthew Santini Matthew Santini Greater New York City Area Details
Matthew Santini's CLS Investments, LLC Experience August 2011 - May 2014
Job Vice President, Asset Management at Lenox Advisors
Industry Financial Services
Experience
Lenox Advisors  May 2014 - Present
CLS Investments, LLC   August 2011 - May 2014
Milestone Capital Management, LLC   June 2006 - August 2011
Citi  September 2004 - June 2006

Skills
Alternative Investments, Asset Allocation, Series 7, Portfolio Management, Asset Management, Series 63, ETFs, Asset Managment, Equities, Mutual Funds, Investments, Wealth Management, Fixed Income, Investment Advisory, Bloomberg, Trading, Financial Modeling, Securities, Investment Management, Investment Strategies, Separately Managed..., Equity Research, Bonds, Hedge Funds

Education
Rollins College   2000 — 2004
Bachelor of Arts (B.A.), Economics

The Episcopal Academy

John Welch, CIMA® John Welch, CIMA® Scituate, Massachusetts Details
John Welch, CIMA®'s CLS Investments, LLC Experience July 2012 - Present
Job Regional Vice President at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   July 2012 - Present
MFS Investment Management  2006 - July 2011
Pioneer Investments  2004 - 2006
MFS Investment Management  1997 - 2004
Sun Life Financial  December 1994 - March 1997

Skills
Separately Managed..., Retirement Planning, Investments, Series 63, Fixed Annuities, Mutual Funds, Asset Allocation, ETFs, Series 6, Alternative Investments, 401k, CIMA, Asset Managment, Series 65

Education
Wharton Business School   2008 — 2009
Certified Investment Management Analyst

University of Maine   1989 — 1993
Business Management, Finance

Paula Wieck Paula Wieck Greater Omaha Area Details
Paula Wieck's CLS Investments, LLC Experience July 2010 - Present
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

Konstantin (Kostya) Etus Konstantin (Kostya) Etus Greater Omaha Area Details
Konstantin (Kostya) Etus's CLS Investments, LLC Experience March 2013 - Present
Job Research/Portfolio Analyst at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   March 2013 - Present
CLS Investments, LLC   April 2011 - March 2013
ConAgra Foods, Inc.   April 2009 - December 2010
LeaseTeam, Inc.   July 2007 - February 2009
Union Pacific Distribution Services  January 2007 - May 2007
Agribusiness & Food Associates, LLC   May 2006 - October 2006
Heartland Automotive Services, Inc.   June 2004 - September 2005

Skills
Financial Analysis, Analysis, Microsoft Excel, Finance, Microsoft Office, Portfolio Management, Insurance, PowerPoint, Investments, Financial Modeling, Risk Management, Customer Service, Budgets, Data Analysis, Process Improvement, Strategic Planning, Accounting, Forecasting

Education
Creighton University   2009 — 2015
MSAPM/MBA, Masters of Securities and Portfolio Management / Masters of Business Administration

University of Nebraska at Omaha   2003 — 2007
BSBA, Finance, Banking, and Portfolio Management

Brandon McKee Brandon McKee Omaha, Nebraska Details
Brandon McKee's CLS Investments, LLC Experience November 2013 - September 2014
Job at
Industry Financial Services
Experience
Securities America Inc.  July 2015 - Present
Securities America, Inc. Member FINRA/SIPC   September 2014 - Present
CLS Investments, LLC   November 2013 - September 2014
Pottawattamie County  August 2012 - December 2012

Skills
Finance, Regulatory Compliance, International Law, Securities, Investments, Financial Services, Microsoft Excel, Risk Management, Microsoft Office

Education
Creighton University School of Law   2010 — 2013
Juris Doctor, Law

Old Dominion University   2005 — 2010
Bachelor of Science (B.S.), Political Science and Government

Sean Hollingshead Sean Hollingshead Greater Omaha Area Details
Sean Hollingshead's CLS Investments, LLC Experience April 2015 - Present
Job Director, Investment Advisor Division at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   April 2015 - Present
CLS Investments, LLC   December 2013 - March 2015
CLS Investments, LLC   July 2013 - December 2013
Brigham Young University  2009 - 2013

Skills
Microsoft Word, Media Relations, Public Relations, Editing, Public Speaking, Research, Event Planning, PowerPoint, Spanish, Social Media, Press Releases, Nonprofits, Microsoft Office, Facebook, Social Media Marketing

Education
Brigham Young University   2008 — 2012
Bachelor's degree, Marriott School of Management

Carol Ann Young Carol Ann Young Gretna, Nebraska Details
Carol Ann Young's CLS Investments, LLC Experience
Job Student BYU
Industry Financial Services
Experience
CLS Investments, LLC  

Skills
Microsoft Office, Customer Service, Social Media, Microsoft Excel, Marketing, Research, PowerPoint, Microsoft Word, Public Speaking, Management

Education
Brigham Young University

Spencer Smalley Spencer Smalley Greater Omaha Area Details
Spencer Smalley's CLS Investments, LLC Experience September 2014 - Present
Job Internal Wholesaler at CLS Investments, LLC
Industry Investment Management
Experience
CLS Investments, LLC   September 2014 - Present
Pioneer Investments  October 2012 - September 2014
Contemporary Analysis Inc.  July 2012 - August 2012
Christian Heritage  May 2011 - July 2012
Legacy Carpet Cleaning   September 2010 - January 2011
Papillion-La Vista Kids Club   February 2008 - August 2010

Skills
Series 65, Sales, Sales Process, ETFs, Mutual Funds, Investment Advisory, Investment Strategies, Customer Service, Social Services, Foster Care, Fitness Training, Christian Ministry, Bible teaching, Lower Level Managment, Discipleship, Church Events, Call Centers

Education
Nebraska Christian College   2008 — 2011
Bachelor of Arts (B.A.), Family Life and Counseling Ministry

Manhattan Christian College   2005 — 2008
Bachelor of Arts (B.A.), Family Life and Counseling Ministry

Jeff Oresik Jeff Oresik Fishers, Indiana Details
Jeff Oresik's CLS Investments, LLC Experience 1996 - 1997
Job
Industry Financial Services
Experience
NewStar Financial  May 2008 - Present
Fish & Richardson P.C.   2007 - 2008
Orizon Group  March 2003 - January 2007
Skarda Equipment Company, Inc   December 2001 - March 2003
AIR-Serv  1999 - 2001
CLS Investments, LLC   1996 - 1997
Indiana State University  June 1995 - June 1996
Linton-Stockton Community Schools   August 1992 - May 1995
Indiana State University  August 1991 - June 1992
Tiffin University  August 1990 - May 1991

Skills
Databases, Microsoft SQL Server, Access, Integration, Database Design, T-SQL, Business Analysis, Analysis, Data Warehousing, Management, C#, VB.NET, Data Modeling, Leadership, Data Analysis, Process Improvement, Microsoft Excel, SSRS, SQL Server, SQL, Visual Studio, Reports, Requirements Gathering, Programming, Training, Technical Training, Software Documentation, Microsoft Office, Excel, Visual Basic, Team Leadership, jQuery Mobile, PowerPivot, Star Schema, SSIS, SQL Server Management..., Web Development, Software Development, Project Management, SDLC, Data Migration, Data Integration, Sports Coaching

Education
Indiana State University   1986 — 1993
BS & MS

Indiana State University   1982 — 1986
B.S. & M.S

Indiana State University   1982 — 1986
Bachelor's degree

J. Wesley Mangum J. Wesley Mangum Greater Omaha Area Details
J. Wesley Mangum's CLS Investments, LLC Experience May 2014 - August 2014
Job 2016 J.D. Candidate Creighton Univesity School of Law, Law Clerk at Sarpy County P.D.'s Office
Industry Law Practice
Experience
Sarpy County Public Defender   January 2015 - Present
Washington County Attorney's Office  May 2015 - August 2015
CLS Investments, LLC   May 2014 - August 2014
American Roofing Company   May 2013 - August 2013
Matthew D. Carling Law Offices   January 2013 - May 2013
Southern Utah University  January 2012 - May 2013
Rocky Mountain Fencing   May 2008 - August 2012
Bureau of Land Management  May 2009 - August 2010

Skills
Legal Research, Legal Writing, Research, Public Speaking, Microsoft Office, PowerPoint, Public Policy, Microsoft Word, Microsoft Excel, Editing, Policy Analysis, Negotiation

Education
Creighton University School of Law   2013 — 2016
Doctor of Law (J.D.), Law

Southern Utah University   2008 — 2013
Bachelor of Science (BS), Political Science and Government/ minor in Legal Studies

Sadie Brewer Sadie Brewer Omaha, Nebraska Details
Sadie Brewer's CLS Investments, LLC Experience December 2012 - Present
Job Marketing Communications Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   December 2012 - Present
CLS Investments, LLC   January 2011 - December 2012
TD Ameritrade  May 2007 - November 2010
Juhl Brokerage   July 2006 - October 2007

Skills
Marketing Communications, Marketing, Management, Social Media, Marketing Strategy, Project Management, Leadership, Investments, Strategic Planning, Sales

Education
Creighton University   2004 — 2007
Bachelor of Arts (B.A.), English

University of Nebraska at Omaha   2001 — 2002

Michelle Ortez Michelle Ortez Greater Omaha Area Details
Michelle Ortez's CLS Investments, LLC Experience June 2007 - Present
Job Corporate Communications Coordinator
Industry
Experience
CLS Investments, LLC   June 2007 - Present

Education
University of Nebraska at Omaha   1993 — 1998
Bachelor of Applied Science (B.A.Sc.), Public Relations, Advertising, and Applied Communication

Pam Hansen Miettinen Pam Hansen Miettinen Greater Omaha Area Details
Pam Hansen Miettinen's CLS Investments, LLC Experience April 2006 - November 2009
Job Internal Wholesaler at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company  September 2014 - Present
CLS Investment Firm   November 2009 - September 2014
CLS Investments, LLC   April 2006 - November 2009
Avantas  August 2004 - January 2009
West Corporation  May 1994 - December 1999

Skills
Management, Salesforce.com, Account Management, Microsoft Office, Microsoft Excel, Process Improvement, Employee Relations, Call Center, Financial Services, Finance, PeopleSoft, Annuity Sales, Mutual Funds, Sales, Relationship Management

Education
University of Nebraska at Omaha
Bachelor's degree

Bellevue University
Master's Degree, Master of Arts in Managment

Stephen Donahoe, CFA Stephen Donahoe, CFA Omaha, Nebraska Details
Stephen Donahoe, CFA's CLS Investments, LLC Experience March 2008 - May 2014
Job Sr. Investment Strategist at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo  June 2014 - Present
CLS Investments, LLC   March 2008 - May 2014
Wells Fargo Private Bank  April 2001 - March 2008

Skills
Mutual Funds, Portfolio Management, Fixed Income, Investments, Asset Allocation, Equities, Asset Management, Securities, Investment Strategies, CFA Charterholder since..., Passed CPA exam in 1997, Investment Management, Alternative Investments, Investment Advisory, Finance, ETFs, Retirement Planning, Series 7

Education
University of Nebraska at Omaha   1987 — 1994
BSBA, Accounting

CFA Institute
CFA Charterholder

Stephanie (Stephanie Swanson) Bloomberg Stephanie (Stephanie Swanson) Bloomberg Omaha, Nebraska Details
Stephanie (Stephanie Swanson) Bloomberg's CLS Investments, LLC Experience July 2014 - Present
Job Trading Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   July 2014 - Present
CLS Investments, LLC   August 2012 - July 2014
Fiserv  January 2010 - August 2012
Edward Jones  August 2008 - January 2010

Skills
Series 65, Series 6, Investments, Financial Services, Banking, Mutual Funds, Finance, Equities, Securities

Education
University of Nebraska-Lincoln   2004 — 2008
Bachelor's degree, Finance, General

Oxford University   2008 — 2008

Jay Arcishewsky, MBA Jay Arcishewsky, MBA Greater Omaha Area Details
Jay Arcishewsky, MBA's CLS Investments, LLC Experience June 2010 - August 2011
Job Digital Campaign Manager at Experian
Industry Online Media
Experience
Experian  May 2013 - Present
Sojern  March 2012 - December 2012
Schneider Electric  August 2011 - March 2012
CLS Investments, LLC   June 2010 - August 2011
American National Bank  July 2007 - July 2010
First National Bank of Omaha  February 2003 - July 2007

Education
Bellevue University   2009 — 2010
Masters

University of Nebraska at Omaha   2001 — 2006
Bachelor of Science in Business Administration

Omaha Northwest

Ben Stout CLU, ChFC Ben Stout CLU, ChFC Greater Omaha Area Details
Ben Stout CLU, ChFC's CLS Investments, LLC Experience May 2015 - Present
Job Internal Wholesaler at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   May 2015 - Present
SonRight Capital and Consultants   October 2013 - Present
Prudential Financial  August 2012 - December 2013
Fifth Third Securities  November 2011 - August 2012
Prudential Financial  October 2004 - November 2011

Skills
Insurance, Life Insurance, Investments, Risk Management, Coaching, Public Speaking, Customer Service, Strategic Planning, Microsoft Office, New Business Development, Team Building, Negotiation, Management, Sales, Marketing, Sales Management, Retirement Planning, Financial Planning

Education
The American College   2012 — 2014
Chartered Life Underwriter (CLU), Advanced Insurance Specialization

The American College   2008 — 2013
Chartered Financial Consultant (ChFC), Advanced Financial Planning

Kellogg Community College
Associate of Arts (A.A.), Financial Planning and Services

Cody Bousema Cody Bousema Omaha, Nebraska Details
Cody Bousema's CLS Investments, LLC Experience December 2013 - April 2015
Job TSYS Merchant Solutions Outside Sales Rep
Industry Financial Services
Experience
TSYS Merchant Solutions  April 2015 - Present
CLS Investments, LLC   December 2013 - April 2015
Accurate Construction and Restoration/ServiceMASTER of Sarpy County   August 2011 - December 2013
TD Ameritrade  June 2013 - September 2013

Skills
Microsoft Office, Marketing Communications, Marketing Strategy, Sales, Marketing, Business Communications, Microsoft Excel, Microsoft Word, Social Media, PowerPoint, Facebook, Public Relations, Business Development, Customer Service, Team Building, Time Management, Salesforce.com

Education
University of Nebraska at Omaha   2012 — 2013
Bachelor's degree, Business/Corporate Communications

Ellsworth Community College   2006 — 2008
Associate of Science (A.S.), Business, Management, Marketing, and Related Support Services

Jon Trbovich Jon Trbovich Greenville, South Carolina Area Details
Jon Trbovich's CLS Investments, LLC Experience January 2003 - Present
Job Regional VP at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   January 2003 - Present
Schield Management Company   May 2002 - February 2004
Charles Schwab  July 2000 - May 2002
Merrill Lynch  May 1998 - July 2000

Skills
Investments, Mutual Funds, Investment Advisory, Series 63, Series 7, Financial Services, Asset Allocation, Asset Management, Retirement, Retirement Planning, Securities, Series 6, Wealth Management

Education
Colorado State University   1992 — 1997
Math

Berk Brown Berk Brown Greater Omaha Area Details
Berk Brown's CLS Investments, LLC Experience November 2011 - August 2013
Job President at Nebraska Prep Volleyball & Nebraska Prep Recruiting
Industry Sports
Experience
Nebraska Prep Volleyball / Nebraska Prep Recruiting   August 2013 - Present
CLS Investments, LLC   November 2011 - August 2013
Platte Institute for Economic Research  December 2007 - March 2011
TD Ameritrade  June 2007 - December 2007
Pacific Life  July 2005 - June 2007
Thrivent Financial  October 2004 - July 2005
Forest Lake Times and Fremont Tribune   July 1993 - October 2004

Skills
Internal & External..., Media & Public Relations, Public Speaking &..., Event Planning &..., New Business Development, Development & Creation..., Public Relations, Newsletters, Copywriting, Media Relations, Marketing, Social Media, Research, Strategy, Public Speaking, Internal Communications, Management, Direct Marketing, Blogging, Leadership, Nonprofits, Sales, Journalism

Education
Midland University   1990 — 1993
Journalism

Tucker Webber, MBA Tucker Webber, MBA Omaha, Nebraska Details
Tucker Webber, MBA's CLS Investments, LLC Experience August 2013 - Present
Job Trading Specialist at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   August 2013 - Present
Gemini Fund Services  August 2012 - August 2013
Vatterott College  April 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC   February 2008 - September 2009
Securities America, Inc. Member FINRA/SIPC   May 2006 - September 2009

Skills
Wealth Management

Education
Bellevue University   2011 — 2012
Master of Business Administration (MBA), 4.0

Bellevue University   2007 — 2008
Bachelor of Science, Management

Metropolitan Community College   2005 — 2007
Associate, Business Management

Joe Porter, CIPM Joe Porter, CIPM Greater Omaha Area Details
Joe Porter, CIPM's CLS Investments, LLC Experience October 2010 - Present
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

Todd Knott Todd Knott Greater Omaha Area Details
Todd Knott's CLS Investments, LLC Experience 2001 - 2001
Job Trading Manager at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group  January 2015 - Present
SMITH HAYES Financial   April 2011 - December 2014
QA3 Financial Corp  October 2005 - February 2011
TD Ameritrade  January 2004 - October 2005
Legent Clearing  2002 - 2004
Kirkpatrick Pettis  March 2001 - January 2003
TD Ameritrade  August 1997 - January 2001
CLS Investments, LLC   2001 - 2001

Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...

Education
The University of South Dakota   1990 — 1993

Andrew Reisdorff Andrew Reisdorff Greater Omaha Area Details
Andrew Reisdorff's CLS Investments, LLC Experience June 2012 - Present
Job Operations Project Manager at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   June 2012 - Present
American General Finance  February 2005 - June 2012

Skills
Mortgage Lending, Loans, Credit, Loan Origination, Credit Analysis, Banking, Underwriting, Branch Management, Customer Service, Refinance, Insurance, Retail Banking, Loan Servicing, Small Business Lending, Mortgage Banking, Financial Analysis, Commercial Banking, Microsoft Excel, Sales

Education
University of Nebraska-Lincoln   1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance

Emily Gatlin Emily Gatlin Houston, Texas Area Details
Emily Gatlin's CLS Investments, LLC Experience April 2012 - August 2012
Job Associate Project Coordinator at SirsiDynix
Industry Information Technology and Services
Experience
SirsiDynix  May 2013 - March 2015
United States Capitol Historical Society  January 2013 - April 2013
BYU Independent Study  September 2012 - December 2012
CLS Investments, LLC   April 2012 - August 2012

Skills
Research, Microsoft Office, PowerPoint, Editing, Microsoft Excel, Event Planning, Adobe Creative Suite, Blogging, Social Media, Public Speaking, Microsoft Word, Customer Service, Project Coordination, OpenAir, Salesforce.com, WebEx

Education
Brigham Young University   2009 — 2013
Bachelor of Arts (B.A.), Humanities: Art History

Jacob Lindseth Jacob Lindseth Greater Omaha Area Details
Jacob Lindseth's CLS Investments, LLC Experience July 2007 - October 2011
Job Compliance Officer at Northern Lights Compliance Services, LLC
Industry Financial Services
Experience
Northern Lights Compliance Services, LLC   December 2011 - Present
NorthStar Financial Services Group, LLC  July 2007 - December 2011
CLS Investments, LLC   July 2007 - October 2011
National Indemnity Company  January 2006 - July 2007

Skills
Securities, Legal Writing, Due Diligence, Legal Research, Insurance, Mutual Funds, Spanish, Securities Regulation, Financial Services, Investments, Microsoft Office, Legal Compliance

Education
Creighton University School of Law   2004 — 2007
J.D.

Brigham Young University   2001 — 2004
Bachelor's Degree, Spanish

Brigham Young University   1997 — 1998

Jackie Collett Jackie Collett Omaha, Nebraska Details
Jackie Collett's CLS Investments, LLC Experience November 2013 - Present
Job Project Manager, Technology Solutions at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   November 2013 - Present
Direct Technology, LaunchCG, Omni212, Groundwire Consulting/ InventIT Solutions   September 2013 - December 2013
Marathon Kids  April 2013 - September 2013
Independent Project Manager / Consultant   June 2012 - April 2013
The BeHive (formerly Heart House)   May 2011 - February 2012
Heart House Austin  May 2009 - May 2011
MADD  September 2005 - December 2008
Children's Hospital  February 2005 - August 2005
Cystic Fibrosis Foundation  September 2003 - February 2005
Camp Fire USA  August 2001 - August 2003

Skills
Fundraising, Non-profits, Community Outreach, Event Planning, Public Relations, Strategic Planning, Program Management, Networking, Change Management, Behavior Modification, Public Speaking, Grant Writing, Volunteer Management, Program Development, Public Policy, Community Development, Team Building, Social Networking, Board Development, Leadership, Organizational..., Budgets, Training, Program Evaluation, Grants, Research, Project Management, Marketing Communications, Staff Development, Non-profit..., Philanthropy, Media Relations, Policy, Newsletters, Editing, Blogging, Leadership Development, Marketing Strategy, Social Media, Data Analysis, Strategic Communications, Microsoft Office, Event Management, Management, Youth Development, Proposal Writing, Nonprofits, Salesforce.com, Relationship Management, Marketing

Education
University of Nebraska at Omaha   2005 — 2010
Master of Arts (M.A.), Public Administration, 3,87

University of Nebraska at Omaha   1998 — 2002
Bachelor of Arts (B.A.), Psychology, 3.83

Omaha Northwest High School   1994 — 1998

Aaron Schaap Aaron Schaap Greater Omaha Area Details
Aaron Schaap's CLS Investments, LLC Experience 2003 - 2006
Job Salesforce Solutions Analyst at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services  June 2014 - Present
Orion Advisor Services  April 2007 - June 2014
Plains Marketing LP   April 2006 - April 2007
CLS Investments, LLC   2003 - 2006

Skills
Marketing, Financial Analysis, Risk Management, Asset Managment, Investments, Portfolio Management, Management, Microsoft Excel, Microsoft Office, Business Development, Process Improvement, Data Analysis

Education
University of Nebraska at Omaha   2001 — 2004
MBA

The University of South Dakota   1993 — 1997
BSBA, Marketing, Sociology

Amy Vance Amy Vance Greater Omaha Area Details
Amy Vance's CLS Investments, LLC Experience 2013 - Present
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

Kevin Zlomke Kevin Zlomke Omaha, Nebraska Details
Kevin Zlomke's CLS Investments, LLC Experience August 2004 - Present
Job Institutional Trading Manager, CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   August 2004 - Present

Education
Nebraska Wesleyan University   2000 — 2004

Erik Pearson Erik Pearson Greater Omaha Area Details
Erik Pearson's CLS Investments, LLC Experience May 2011 - December 2012
Job Compliance Analyst at Northern Lights Distributors, LLC
Industry Financial Services
Experience
Northern Lights Distributors, LLC   January 2013 - Present
CLS Investments, LLC   May 2011 - December 2012
QA3 Financial Corp  August 2010 - February 2011
QA3 Financial Corp  August 2007 - August 2010
QA3 Financial Corp  September 2006 - August 2007
QA3 Financial Corp  April 2006 - September 2006
QA3 Financial Corp  December 2005 - April 2006
QA3 Financial Corp  November 2004 - November 2005

Education
University of Nebraska at Omaha
BSBA, Finance & Banking

Millard North High School   1993 — 1997

Dawn Batho Dawn Batho Greater Omaha Area Details
Dawn Batho's CLS Investments, LLC Experience August 2011 - Present
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

Mike Zarren Mike Zarren Washington D.C. Metro Area Details
Mike Zarren's CLS Investments, LLC Experience August 2013 - Present
Job Director, Key Accounts at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   August 2013 - Present
Ceros Financial Services, Inc.   September 2009 - August 2013
Rydex Financial Services, Inc.   August 2005 - September 2009
Rydex Investments  September 2003 - August 2005
Merrill Lynch  January 2001 - May 2001

Skills
Series 7, Series 63, New Business Development, Mutual Funds, RIA Custody, Broker-Dealer, Building Relationships, Financial Services, Relationship Management, Series 65, Marketing, Marketing Strategy, Leadership, Management, Wealth Management, Investment Advisory, Asset Management, Investments

Education
Towson University   1997 — 2001
BS, Finance

Kimberly Pearce Kimberly Pearce Greater Omaha Area Details
Kimberly Pearce's CLS Investments, LLC Experience November 2013 - Present
Job Territory Relationship Representative
Industry Financial Services
Experience
CLS Investments, LLC   November 2013 - Present
Faith Presbyterian Church - Omaha/LaVista, NE   August 2013 - June 2014
GCM  July 2012 - May 2013
First Christian Church - Omaha   January 2006 - August 2012
First National Bank of Omaha  March 2009 - May 2012
First National Bank of Omaha  March 2007 - March 2009
Werner Enterprises, Inc  March 2007 - March 2009
Benefit Plans, Inc   January 2002 - January 2005
CBIZ Benefits & Insurance Services, Inc FKA GSA Insurance Services, Inc   October 1999 - January 2002
Guarantee Life Insurance Company, Inc   February 1997 - October 1999

Skills
Public Speaking, Piano, Customer Service, Microsoft Office, Fundraising, Microsoft Excel, Teaching, Data Analysis, Strategic Planning, Business Analysis, Microsoft Word, PowerPoint, Insurance, Process Improvement, Non-profits, Employee Relations, Accounting, Project Management, Music, Team Building, Music Theory, Nonprofits, Singing, Training

Education
Gustavus Adolphus College   1985 — 1989
BA, Education & Music

Burke High School   1983 — 1985

Jennifer Brandt Jennifer Brandt Omaha, Nebraska Details
Jennifer Brandt's CLS Investments, LLC Experience June 2010 - Present
Job Inside Sales
Industry Financial Services
Experience
CLS Investments, LLC   June 2010 - Present
VSR Logistics   July 2006 - May 2009
Kintetsu World Express  April 2003 - July 2005
Panasonic  August 2002 - April 2003

Skills
Operations Management, 3PL, Customer Service, Human Resources, Inventory Management, Logistics, Process Improvement, Sales, Transportation, Account Management, Customer Satisfaction, Investments, Management, Microsoft Office, Forecasting, Mutual Funds, Pricing, Team Building

Education
Cypress College   1999 — 2001
AA, General

Bryan Gelster Bryan Gelster Greater Omaha Area Details
Bryan Gelster's CLS Investments, LLC Experience August 2013 - Present
Job Internal Wholesaler Midwest Territory
Industry Financial Services
Experience
CLS Investments, LLC   August 2013 - Present
CLS Investments, LLC   November 2011 - Present
Pioneer Investments  March 2010 - October 2011
Millard Public Schools Foundation   November 1999 - April 2010

Skills
Investments, Mutual Funds, Team Building, Financial Analysis, Risk Management, ETFs, Customer Service, Communication, Finance, Portfolio Management, Securities, Series 65, Insurance, Series 63, Series 6

Education
Bellevue University
B.S., Business Administration

Colin Kastrick Colin Kastrick Lincoln, Nebraska Details
Colin Kastrick's CLS Investments, LLC Experience April 2013 - August 2013
Job J.D. Candidate, University of Nebraska College of Law
Industry Law Practice
Experience
Fraser Stryker PC LLO  July 2009 - July 2014
CLS Investments, LLC   April 2013 - August 2013
eGamePlace, LLC   May 2009 - June 2010

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Event Planning, Legal Writing, Legal Research, Time Management, Facebook, Filing, Data Entry, Customer Service, Access, Microsoft Word, Social Media, Social Networking, Notary Public, Fax, Westlaw, LexisNexis, Bloomberg Law

Education
University of Nebraska College of Law   2014 — 2017
Juris Doctor (J.D.)

University of Nebraska at Omaha   2009 — 2014
Bachelor of Science (B.S.), Investment Science & Portfolio Management / Real Estate & Land Use Economics

University of Arizona   2008 — 2009

Papillion - La Vista High School   2004 — 2008

Lisa Weiler Lisa Weiler Chicago, Illinois Details
Lisa Weiler's CLS Investments, LLC Experience July 2010 - October 2011
Job Portfolio Implementation Associate at William Blair and Company
Industry Investment Management
Experience
William Blair and Company  October 2011 - Present
CLS Investments, LLC   July 2010 - October 2011
TD Ameritrade  May 2008 - November 2009

Education
University of Nebraska at Omaha   2006 — 2009
Bachelors, Investment Sciences and Portfolio Mgmt

Rui Wang, CFA Rui Wang, CFA Greater Omaha Area Details
Rui Wang, CFA's CLS Investments, LLC Experience November 2009 - Present
Job Research Analyst at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   November 2009 - Present
CLS Investments, LLC   May 2007 - October 2009

Skills
Portfolio Management, Alternative Investments, Financial Modeling, Equities, Tactical Asset...

Education
University of Nebraska at Omaha   2004 — 2009
Bachelor's degree, Finance, General; Mathematics, GPA 3.95

Bill Jolitz Bill Jolitz Greater Minneapolis-St. Paul Area Details
Bill Jolitz's CLS Investments, LLC Experience June 1985 - December 1989
Job Owner at Bill Jolitz, Photographer
Industry Photography
Experience
Bill Jolitz, Photographer   January 2004 - Present
Minnesota Historical Society  2007 - 2015
Children's Healthcare Minnesota   2011 - 2013
Community of Aiden & Hilda   2010 - 2013
Saudi Aramco  February 1991 - October 2003
Saudi Aramco  1991 - 2003
CLS Investments, LLC   June 1985 - December 1989
Decimus   1978 - 1979

Skills
Financial Management, Investment Management, Financial Analysis, Financial Planning, Budgeting, Forecasting, Business Planning, Budgets, Managerial Finance, Analysis, Strategic Financial..., Data Analysis, Market Analysis, Microsoft Word, Microsoft Excel, Project Planning, Public Speaking, Process Improvement, Project Management, Microsoft Office, Research, Customer Service, Business Analysis, Leadership, Strategic Planning, Management, Coaching, Training, Team Leadership, Strategy, Team Building

Education
University of Southern California   1972 — 1976
MBA, Market Research

Art Center College of Design   1966 — 1969
Bachelor of Fine Art, Photography

Brian Towner Brian Towner Omaha, Nebraska Details
Brian Towner's CLS Investments, LLC Experience December 2014 - Present
Job Separate Account Product Manager
Industry Financial Services
Experience
CLS Investments, LLC   December 2014 - Present
Undisclosed per Company Policy   January 2014 - December 2014

Skills
Investments, Financial Services, Series 7, Series 63, Financial Advisory, Investment Strategies, Mutual Funds, Securities, Investment Advisory

Education
University of Oklahoma   2006 — 2010

Andrea Wilkinson Iseminger Andrea Wilkinson Iseminger Greater Omaha Area Details
Andrea Wilkinson Iseminger's CLS Investments, LLC Experience July 2005 - Present
Job Northeast Regional Sales Consultant at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   July 2005 - Present

Skills
Mutual Funds, Series 63, Investment Advisory, Investments, Series 6, Strategic Financial..., Series 7, Securities, Wealth Management, Series 65, Asset Allocation, Retirement Planning, Fixed Annuities, Financial Advisory, 401k

Education
University of Missouri-Columbia, College of Business   1985 — 1989
Bachelors, Marketing, Management, Sociology, Psychology

Creighton University
Interdependent studies

Gary Pettitt Gary Pettitt Greater Omaha Area Details
Gary Pettitt's CLS Investments, LLC Experience February 2005 - May 2006
Job Financial Services Professional
Industry Financial Services
Experience
Ameritas Investment Corp.  SR. COMPLIANCE ANALYSTMutual of Omaha investor ServicesMay 2006 - October 2011
CLS Investments, LLC   February 2005 - May 2006
Mutual of Omaha  December 1999 - February 2005

Education
University of Nebraska at Kearney
Business Administration, Finance and Marketing

Marc Pfeffer Marc Pfeffer Greenwich, Connecticut Details
Marc Pfeffer's CLS Investments, LLC Experience August 2011 - Present
Job Managing Director at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC   August 2011 - Present
Milestone Capital Management, LLC   June 2004 - August 2011
Bear, Stearns & Co.   March 2001 - May 2004
Milestone Capital Management, LLC   December 1994 - March 2001
Goldman Sachs  October 1986 - December 1994

Education
Fordham University - Graduate School of Business Administration   1988 — 1991
Master of Business Administration (MBA), Finance, General

State University of New York at Buffalo   1982 — 1986
Bachelor of Science (BS), Finance, General

Cale Beyer Cale Beyer Greater Omaha Area Details
Cale Beyer's CLS Investments, LLC Experience January 2015 - Present
Job Internal Wholesaler at CLS Investments
Industry Financial Services
Experience
CLS Investments, LLC   January 2015 - Present
York Risk Services Group  December 2008 - January 2015
Noll Human Resourcs   April 2008 - November 2008
Yellowbook  November 2004 - February 2008
Retail Sales Consultant  January 2001 - August 2004

Skills
Microsoft Word, Claims Handling, Workers' Compensation..., Managerial Skills, Distribution Center..., Analysis, Budgets, Payroll, Customer Service, Sales, Insurance, Subrogation, Claim Investigation, Claims Resolution, Claims Management, Claims Investigations, Workers Compensation, Claim, Litigation Management, Data Entry, Outlook, Time Management, Adjusters, Management, Advertising, Marketing Strategy, Negotiation, Sales Management, Social Media Marketing

Education
Colorado State University   1996 — 2001
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities

Elkhorn High School   1992 — 1996

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