Curian Capital
Industry: Company
DescriptionFounded: 2003 Parent organization: Jackson National Life
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Curian Capital Employees
Employee
Years
Job
Industry
Jay Caldwell Jay Caldwell's Curian Capital Experience July 2011 - August 2015
Job Independent Financial Consultant at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management September 2015 - Present
Curian Capital July 2011 - August 2015
Transamerica December 2008 - June 2011
National Planning Corporation May 2008 - November 2008
Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds
Education
DePauw University 2004 — 2008
BA, Communications, Economics
DePauw University 2004 — 2008
Diversified Wealth Management September 2015 - Present
Curian Capital July 2011 - August 2015
Transamerica December 2008 - June 2011
National Planning Corporation May 2008 - November 2008
Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds
Education
DePauw University 2004 — 2008
BA, Communications, Economics
DePauw University 2004 — 2008
Becca Ellis Becca Ellis's Curian Capital Experience December 2014 - September 2015
Job Communications Strategist
Industry Financial Services
Experience
Curian Capital December 2014 - September 2015
AMG National Trust Bank December 2013 - November 2014
Colorado State University - College of Business March 2013 - December 2013
Colorado State University - College of Business December 2010 - February 2013
The Kyjen Company August 2009 - October 2010
Colorado State University College of Business August 2006 - November 2008
Fuller Real Estate June 2007 - August 2007
Skills
Microsoft Excel, Research, Editing, Spanish, Marketing, Public Speaking, Time Management, Microsoft Office, Sales, Event Planning, Customer Service, Non-profits, PowerPoint, Team Building, Facebook, Strategic Planning, Microsoft Word, Social Media, Social Networking, Event Management, Marketing Communications, Newsletters, Higher Education, Leadership, Nonprofits, Training, Management, Marketing Strategy, Blogging, Public Relations, Press Releases, Data Analysis, Project Management, Teamwork, Fundraising, Budgets, Corporate Communications, Social Media Marketing, Community Outreach, Analysis, Leadership Development
Education
Colorado State University 2005 — 2009
B.S, Business Administration; Finance and Marketing and Liberal Arts: Spanish Minor
University Institute Mendez Pablao 2007 — 2007
Spanish and Business
Cherry Creek High School 2001 — 2005
Curian Capital December 2014 - September 2015
AMG National Trust Bank December 2013 - November 2014
Colorado State University - College of Business March 2013 - December 2013
Colorado State University - College of Business December 2010 - February 2013
The Kyjen Company August 2009 - October 2010
Colorado State University College of Business August 2006 - November 2008
Fuller Real Estate June 2007 - August 2007
Skills
Microsoft Excel, Research, Editing, Spanish, Marketing, Public Speaking, Time Management, Microsoft Office, Sales, Event Planning, Customer Service, Non-profits, PowerPoint, Team Building, Facebook, Strategic Planning, Microsoft Word, Social Media, Social Networking, Event Management, Marketing Communications, Newsletters, Higher Education, Leadership, Nonprofits, Training, Management, Marketing Strategy, Blogging, Public Relations, Press Releases, Data Analysis, Project Management, Teamwork, Fundraising, Budgets, Corporate Communications, Social Media Marketing, Community Outreach, Analysis, Leadership Development
Education
Colorado State University 2005 — 2009
B.S, Business Administration; Finance and Marketing and Liberal Arts: Spanish Minor
University Institute Mendez Pablao 2007 — 2007
Spanish and Business
Cherry Creek High School 2001 — 2005
Slava Davidoff Slava Davidoff's Curian Capital Experience May 2013 - Present
Job IRBC at Curian Capital
Industry Financial Services
Experience
Curian Capital May 2013 - Present
Charles Schwab April 2010 - January 2013
Edward Jones September 2009 - April 2010
Bellco Credit Union March 2008 - September 2009
Skills
Retirement Planning, Investments, Financial Advisory, Sales Presentations, Mutual Funds, Securities, Series 7, Wealth Management, Alternative Investments, Series 63, Consulting, Series 65, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking
Education
Metropolitan State University of Denver
Finance, Finance
Curian Capital May 2013 - Present
Charles Schwab April 2010 - January 2013
Edward Jones September 2009 - April 2010
Bellco Credit Union March 2008 - September 2009
Skills
Retirement Planning, Investments, Financial Advisory, Sales Presentations, Mutual Funds, Securities, Series 7, Wealth Management, Alternative Investments, Series 63, Consulting, Series 65, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking
Education
Metropolitan State University of Denver
Finance, Finance
Scott Rivoira Scott Rivoira's Curian Capital Experience March 2012 - September 2013
Job Regional Advisory Consultant National Planning Holdings
Industry Financial Services
Experience
NPH - National Planning Holdings October 2013 - Present
Curian Capital March 2012 - September 2013
Nationwide Funds 2007 - 2010
Janus Capital Group 2004 - 2007
Oppenheimer Funds 1994 - 2004
Skills
Series 7, Series 63, Territory Management, Relationship Marketing, Investment Strategies, Financial Markets, Portfolio Optimization, Mutual Funds, Group Presentations, Series 65, Series 26, Life and Health State..., Certified Fund...
Education
Roger Williams University
BS Marketing ; Minor Economics - 1993
University of Colorado Denver
M.S Finance (in progress)
NPH - National Planning Holdings October 2013 - Present
Curian Capital March 2012 - September 2013
Nationwide Funds 2007 - 2010
Janus Capital Group 2004 - 2007
Oppenheimer Funds 1994 - 2004
Skills
Series 7, Series 63, Territory Management, Relationship Marketing, Investment Strategies, Financial Markets, Portfolio Optimization, Mutual Funds, Group Presentations, Series 65, Series 26, Life and Health State..., Certified Fund...
Education
Roger Williams University
BS Marketing ; Minor Economics - 1993
University of Colorado Denver
M.S Finance (in progress)
Chris Rosato, CFA's Curian Capital Experience 2004 - August 2014
Job Senior Strategic Development Executive
Industry Financial Services
Experience
Curian Capital 2004 - August 2014
American Skandia 2000 - 2004
Hartford Life January 1998 - April 2000
Skills
CFA, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Portfolio Management, Asset Managment, Securities, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Strategic Financial..., Equities, Series 7, Financial Services, Separately Managed..., Unified Managed Accounts, 529 Plans, 401k, Registered Investment..., Entrepreneurial Finance, Entrepreneurship, Brokerage, Insurance, Investment Strategies, Investor Relations, Series 24, Investment Management, FINRA, ETFs, Financial Advisory, Fixed Income, Retirement Planning, Business Strategy, Relationship Management, Management, Management Consulting, Strategic Planning, Risk Management, Finance, Retirement, Asset Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Finance
Western Connecticut State University 1990 — 1994
BBA, Finance, Accounting
Curian Capital 2004 - August 2014
American Skandia 2000 - 2004
Hartford Life January 1998 - April 2000
Skills
CFA, Alternative Investments, Investments, Mutual Funds, Hedge Funds, Portfolio Management, Asset Managment, Securities, Investment Advisory, Asset Allocation, Series 63, Wealth Management, Strategic Financial..., Equities, Series 7, Financial Services, Separately Managed..., Unified Managed Accounts, 529 Plans, 401k, Registered Investment..., Entrepreneurial Finance, Entrepreneurship, Brokerage, Insurance, Investment Strategies, Investor Relations, Series 24, Investment Management, FINRA, ETFs, Financial Advisory, Fixed Income, Retirement Planning, Business Strategy, Relationship Management, Management, Management Consulting, Strategic Planning, Risk Management, Finance, Retirement, Asset Management, Leadership
Education
Babson College - Franklin W. Olin Graduate School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Finance
Western Connecticut State University 1990 — 1994
BBA, Finance, Accounting
Rosalyn N. Walker Rosalyn N. Walker's Curian Capital Experience June 2011 - August 2014
Job Seminar Systems Unit
Industry Financial Services
Experience
Life Insurance Company August 2014 - Present
Curian Capital June 2011 - August 2014
Pendum, Inc. March 2009 - April 2010
Great-West Financial May 2006 - December 2008
Skills
Process Improvement, Training, Relationship Management, Customer Service, Financial Accounting, Invoicing, Troubleshooting, Leadership, Mutual Funds, Finance, Customer Satisfaction, Financial Advisory
Education
University of Phoenix 2004 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Metropolitan State College of Denver 1997 — 1999
General Studies
Life Insurance Company August 2014 - Present
Curian Capital June 2011 - August 2014
Pendum, Inc. March 2009 - April 2010
Great-West Financial May 2006 - December 2008
Skills
Process Improvement, Training, Relationship Management, Customer Service, Financial Accounting, Invoicing, Troubleshooting, Leadership, Mutual Funds, Finance, Customer Satisfaction, Financial Advisory
Education
University of Phoenix 2004 — 2007
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Metropolitan State College of Denver 1997 — 1999
General Studies
Jason Straub Jason Straub's Curian Capital Experience March 2015 - Present
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2015 - Present
Curian Capital May 2014 - March 2015
SHARP ADVISORS January 2014 - May 2014
Country Club of Landfall January 2011 - May 2013
Skills
Research, Strategic Thinking, Action-Oriented, Assertiveness, Public Speaking, Listening to customers, Teaching, Teamwork, Event Planning, Time Management, Statistics, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Science in Business Administration, Finance, General, 3.37 GPA
Cape Fear Community College 2008 — 2010
Associate of Arts (A.A.), General Studies, 3.3 GPA
Curian Capital March 2015 - Present
Curian Capital May 2014 - March 2015
SHARP ADVISORS January 2014 - May 2014
Country Club of Landfall January 2011 - May 2013
Skills
Research, Strategic Thinking, Action-Oriented, Assertiveness, Public Speaking, Listening to customers, Teaching, Teamwork, Event Planning, Time Management, Statistics, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Microsoft Office
Education
University of North Carolina at Wilmington 2011 — 2013
Bachelor of Science in Business Administration, Finance, General, 3.37 GPA
Cape Fear Community College 2008 — 2010
Associate of Arts (A.A.), General Studies, 3.3 GPA
Laurel Rapp Laurel Rapp's Curian Capital Experience December 2012 - September 2014
Job Business Development Consultant at Jackson National Asset Management, LLC
Industry Financial Services
Experience
Jackson National Asset Management, LLC September 2014 - Present
Curian Capital December 2012 - September 2014
Farmers Insurance March 2011 - December 2012
UPMC Health Plan May 2007 - September 2009
Laurel Insurance Network May 2003 - May 2007
Hilb, Rogal and Hamilton DBA Willis December 1997 - May 2003
Skills
Health Insurance, Account Management, Customer Service, Sales Presentations, Business Networking, HR Consulting, Facilitators, B2B, Public Speaking, Territory Management, Life Insurance, Property & Casualty..., New Business Development, Series 6, Series 63, Sales, Cold Calling, Commercial Lines, Customer Retention, Fixed Annuities, Management, Marketing, Negotiation, Networking, Nonprofits, Recruiting, Sales Force Development, Sales Management, Sales Operations, Selling, Small Business, Team Building, Time Management, Training, Retirement Planning, Building Relationships, Retirement, Trade Shows, Strategy, Mutual Funds, Relationship Management, Financial Advisory, Consulting, Marketing Communications, Finance, Investments, Financial Services, Social Networking, Lead Generation, Strategic Financial...
Education
Western State College 1988 — 1991
BA, Business Administration
Kent State University 1986 — 1989
Jackson National Asset Management, LLC September 2014 - Present
Curian Capital December 2012 - September 2014
Farmers Insurance March 2011 - December 2012
UPMC Health Plan May 2007 - September 2009
Laurel Insurance Network May 2003 - May 2007
Hilb, Rogal and Hamilton DBA Willis December 1997 - May 2003
Skills
Health Insurance, Account Management, Customer Service, Sales Presentations, Business Networking, HR Consulting, Facilitators, B2B, Public Speaking, Territory Management, Life Insurance, Property & Casualty..., New Business Development, Series 6, Series 63, Sales, Cold Calling, Commercial Lines, Customer Retention, Fixed Annuities, Management, Marketing, Negotiation, Networking, Nonprofits, Recruiting, Sales Force Development, Sales Management, Sales Operations, Selling, Small Business, Team Building, Time Management, Training, Retirement Planning, Building Relationships, Retirement, Trade Shows, Strategy, Mutual Funds, Relationship Management, Financial Advisory, Consulting, Marketing Communications, Finance, Investments, Financial Services, Social Networking, Lead Generation, Strategic Financial...
Education
Western State College 1988 — 1991
BA, Business Administration
Kent State University 1986 — 1989
Kelly Eden, CFS Kelly Eden, CFS's Curian Capital Experience September 2010 - Present
Job Director of Recruiting at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
Jackson National Life Distributors, LLC September 2010 - Present
Curian Capital September 2010 - Present
Jackson National Life Distributors, LLC April 2010 - September 2010
Jackson National Life May 2008 - April 2010
Jackson National Life Insurance April 2006 - May 2008
Adecco Group March 2004 - December 2005
Skills
Recruiting, Insurance, Training, Human Resources, Interviews, Management, Investments, Marketing, Leadership, Series 6, Retirement Planning, Employee Benefits, Fixed Annuities, Temporary Placement, Variable Annuities, Financial Services, Mutual Funds, Customer Service, Outlook, Account Management, Hiring, Life Insurance, New Business Development, FINRA, Cold Calling, Strategic Financial..., Retirement, Interpersonal..., Strategic Hiring, Hiring Practices, College Recruiting, Non-profit Board...
Education
Community College of Denver 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Colorado State University 1999 — 2002
Communications
Jackson National Life Distributors, LLC September 2010 - Present
Curian Capital September 2010 - Present
Jackson National Life Distributors, LLC April 2010 - September 2010
Jackson National Life May 2008 - April 2010
Jackson National Life Insurance April 2006 - May 2008
Adecco Group March 2004 - December 2005
Skills
Recruiting, Insurance, Training, Human Resources, Interviews, Management, Investments, Marketing, Leadership, Series 6, Retirement Planning, Employee Benefits, Fixed Annuities, Temporary Placement, Variable Annuities, Financial Services, Mutual Funds, Customer Service, Outlook, Account Management, Hiring, Life Insurance, New Business Development, FINRA, Cold Calling, Strategic Financial..., Retirement, Interpersonal..., Strategic Hiring, Hiring Practices, College Recruiting, Non-profit Board...
Education
Community College of Denver 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Colorado State University 1999 — 2002
Communications
Brian Rozenblum Brian Rozenblum's Curian Capital Experience January 2009 - December 2010
Job Self Defense and Fitness Instructor
Industry Health, Wellness and Fitness
Experience
Next Level Academy April 2012 - Present
Bank of England, Mortgage Division 2010 - July 2012
Curian Capital January 2009 - December 2010
Jackson National Life January 2006 - January 2009
Skills
Customer Service, Leadership, Sales Management, Public Speaking, Insurance, Mortgage Lending, Financial Advisory, Strength Training, Strategy, Investments, Training, Fitness, CRM, Kicking Ass, Martial Arts, Coaching, Time Management, Krav Maga
Education
Regis University
Communication
Next Level Academy April 2012 - Present
Bank of England, Mortgage Division 2010 - July 2012
Curian Capital January 2009 - December 2010
Jackson National Life January 2006 - January 2009
Skills
Customer Service, Leadership, Sales Management, Public Speaking, Insurance, Mortgage Lending, Financial Advisory, Strength Training, Strategy, Investments, Training, Fitness, CRM, Kicking Ass, Martial Arts, Coaching, Time Management, Krav Maga
Education
Regis University
Communication
Eiden (Herring) Hughes Eiden (Herring) Hughes's Curian Capital Experience November 2010 - February 2013
Job Project Coordinator Operations at Curian Clearing
Industry Financial Services
Experience
Curian Clearing August 2014 - Present
Curian Clearing (Curian) January 2013 - August 2014
DES Marketing January 2013 - March 2014
Curian Capital November 2010 - February 2013
Glendale Raptors - Women's Rugby Club July 2011 - July 2012
Jackson National Life April 2008 - November 2010
Curian Capital April 2008 - November 2010
Smart Futures June 2007 - April 2008
Home Depot May 2006 - July 2007
Arthritis Foundation, Western Pennsylvania Chapter March 2006 - October 2006
Skills
Media Relations, Public Relations, Strategic Communications, Social Media, Press Releases, Public Speaking, Customer Service, Event Planning, Marketing Communications, Sales, Management, Newsletters, Marketing, Research, Corporate Communications, Project Management, Copy Editing, Program Management, Leadership, Training, Strategic Planning, Competitive Analysis, Strategy, Account Management, Business Strategy, Recruiting, Project Planning, Nonprofits, Internal & External..., Media Coverage, Social Media Marketing, Photography, SharePoint, Google Docs, Web Content, Community Outreach, JAMA, Corporate Training, SOP Development, Reporting & Analysis, Project Portfolio..., Project Scope..., Scheduling, Travel Planning
Education
Colorado State University (Global Campus) 2012 — 2012
Master of Science (MS), Organizational Leadership
Metropolitan State College of Denver 2003 — 2005
BA, Public Relations, German
Curian Clearing August 2014 - Present
Curian Clearing (Curian) January 2013 - August 2014
DES Marketing January 2013 - March 2014
Curian Capital November 2010 - February 2013
Glendale Raptors - Women's Rugby Club July 2011 - July 2012
Jackson National Life April 2008 - November 2010
Curian Capital April 2008 - November 2010
Smart Futures June 2007 - April 2008
Home Depot May 2006 - July 2007
Arthritis Foundation, Western Pennsylvania Chapter March 2006 - October 2006
Skills
Media Relations, Public Relations, Strategic Communications, Social Media, Press Releases, Public Speaking, Customer Service, Event Planning, Marketing Communications, Sales, Management, Newsletters, Marketing, Research, Corporate Communications, Project Management, Copy Editing, Program Management, Leadership, Training, Strategic Planning, Competitive Analysis, Strategy, Account Management, Business Strategy, Recruiting, Project Planning, Nonprofits, Internal & External..., Media Coverage, Social Media Marketing, Photography, SharePoint, Google Docs, Web Content, Community Outreach, JAMA, Corporate Training, SOP Development, Reporting & Analysis, Project Portfolio..., Project Scope..., Scheduling, Travel Planning
Education
Colorado State University (Global Campus) 2012 — 2012
Master of Science (MS), Organizational Leadership
Metropolitan State College of Denver 2003 — 2005
BA, Public Relations, German
Jonathan Fischer Jonathan Fischer's Curian Capital Experience 2007 - 2010
Job Assistant Vice President at Oppenheimer Funds
Industry Financial Services
Experience
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
OppenheimerFunds 2011 - Present
Curian Capital 2007 - 2010
Robert W. Baird & Co. 2001 - 2005
Pogo Wireless 1999 - 2001
Merrill Lynch 1999 - 2001
Skills
Investments, Relationship Management, Leadership, Contact Centers, Financial Services, Mutual Funds, Wealth Management, Workforce Management, Retirement Planning, Asset Allocation, Series 63, Investment Strategies, Series 7, Salesforce.com, Asset Managment, Securities, Investment Advisory, 401k, Alternative Investments, Equities, Strategic Financial..., Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Insurance, Financial Analysis, Management, Strategy, Finance, Risk Management, Sales, Fixed Income, Series 6, Process Improvement, Investment Management, Capital Markets, Financial Modeling, Strategic Planning, FINRA, Vendor Management
Education
Marquette University 1997 — 2000
Finance, Finance, Economics, Business Management
Purdue University 1996 — 1997
Studied Environmental Engineering, Environmental Sciences, Business Management
Alexander Assaf, CFS®'s Curian Capital Experience March 2014 - September 2015
Job Regional Business Consultant (External Wholesaler)
Industry Financial Services
Experience
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
Tony McKnabb's Curian Capital Experience August 2013 - Present
Job Curian Capital
Industry Internet
Experience
Curian Capital August 2013 - Present
House Clean Services LLC January 2004 - Present
Dex One August 2000 - November 2012
Car Toys March 1999 - August 2000
Big Sur / Oak Express May 1994 - February 1999
Oak Express / Big Sur Waterbeds February 1994 - February 1999
United States Air Force March 1984 - March 1993
Skills
SEO, Lead Generation, PPC, Online Advertising, SEM, Digital Marketing, Local Search, Marketing, Email Marketing, Leadership, Cross-functional Team..., Selling, Search Advertising, Web Analytics, Direct Marketing, Management, Mobile Marketing, Retail, Online Marketing, Web Marketing, Salesforce.com, Sales Management, Analytics, B2B Marketing, Time Management, Marketing Management, Project Planning, Training, Customer Satisfaction, Process Improvement, Account Management, Analysis, Recruiting, Customer Service, Website Development, B2B, Sales, Marketing Strategy, Advertising, Cold Calling, Google Adwords, Advertising Sales, Social Media Marketing, Digital Media, Sales Presentations, E-commerce, Program Management, Strategic Partnerships
Education
College of DuPage 1982 — 1983
College of DuPage
Curian Capital August 2013 - Present
House Clean Services LLC January 2004 - Present
Dex One August 2000 - November 2012
Car Toys March 1999 - August 2000
Big Sur / Oak Express May 1994 - February 1999
Oak Express / Big Sur Waterbeds February 1994 - February 1999
United States Air Force March 1984 - March 1993
Skills
SEO, Lead Generation, PPC, Online Advertising, SEM, Digital Marketing, Local Search, Marketing, Email Marketing, Leadership, Cross-functional Team..., Selling, Search Advertising, Web Analytics, Direct Marketing, Management, Mobile Marketing, Retail, Online Marketing, Web Marketing, Salesforce.com, Sales Management, Analytics, B2B Marketing, Time Management, Marketing Management, Project Planning, Training, Customer Satisfaction, Process Improvement, Account Management, Analysis, Recruiting, Customer Service, Website Development, B2B, Sales, Marketing Strategy, Advertising, Cold Calling, Google Adwords, Advertising Sales, Social Media Marketing, Digital Media, Sales Presentations, E-commerce, Program Management, Strategic Partnerships
Education
College of DuPage 1982 — 1983
College of DuPage
Cameron Pocrass's Curian Capital Experience 2013 - 2014
Job Regional Vice President (West) 3D Asset Management
Industry Financial Services
Experience
3D Asset Management 2014 - Present
Curian Capital 2013 - 2014
Curian Capital 2011 - 2013
Mansfield Oil Company 2011 - 2011
Forest Oil Corporation 2009 - 2009
AXA Advisors 2008 - 2009
Discount Tire Company 2001 - 2005
Skills
Series 7, Financial Analysis, Investments, Asset Management, Sales, Strategic Planning, Account Management, CRM, Finance, Salesforce.com, Business Planning, Business Development, Management, Process Improvement, Marketing, Microsoft Excel, Mutual Funds, Leadership, Microsoft Office, Budgets, Public Speaking, Marketing Strategy, Series 63, Sales Process, Accounting, Team Building, New Business Development, Real Estate, PowerPoint, Sales Management, Strategic Financial..., Securities, Contract Negotiation, Investment Advisory, Portfolio Management, Retirement Planning, Retirement, 401k, Microsoft Word, Alternative Investments, Direct Sales, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Insurance, Asset Allocation, Investment Strategies, ETFs
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Corporate Finance & Accounting
Colorado State University 2003 — 2007
B.S. - Business Administration, Finance - Investment Analysis
3D Asset Management 2014 - Present
Curian Capital 2013 - 2014
Curian Capital 2011 - 2013
Mansfield Oil Company 2011 - 2011
Forest Oil Corporation 2009 - 2009
AXA Advisors 2008 - 2009
Discount Tire Company 2001 - 2005
Skills
Series 7, Financial Analysis, Investments, Asset Management, Sales, Strategic Planning, Account Management, CRM, Finance, Salesforce.com, Business Planning, Business Development, Management, Process Improvement, Marketing, Microsoft Excel, Mutual Funds, Leadership, Microsoft Office, Budgets, Public Speaking, Marketing Strategy, Series 63, Sales Process, Accounting, Team Building, New Business Development, Real Estate, PowerPoint, Sales Management, Strategic Financial..., Securities, Contract Negotiation, Investment Advisory, Portfolio Management, Retirement Planning, Retirement, 401k, Microsoft Word, Alternative Investments, Direct Sales, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Insurance, Asset Allocation, Investment Strategies, ETFs
Education
University of Denver - Daniels College of Business 2009 — 2010
MBA, Corporate Finance & Accounting
Colorado State University 2003 — 2007
B.S. - Business Administration, Finance - Investment Analysis
Jackson Petefish's Curian Capital Experience 2008 - 2009
Job Retirement Education Consultant at GreatWest Financial
Industry Financial Services
Experience
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Great-West Financial September 2014 - Present
J.P. Morgan October 2013 - September 2014
OneAmerica March 2011 - August 2012
John Hancock Life Insurance Company (U.S.A.) August 2010 - February 2011
Great-West Retirement Services July 2009 - August 2010
Curian Capital 2008 - 2009
American Funds 2004 - 2007
Skills
Series 6, Series 63, 401k, Mutual Funds, Series 7, Retirement, Defined Contribution, Qualified Retirement..., Retirement Planning, Defined Benefit, Asset Allocation, Pensions
Education
Indiana University-Purdue University at Indianapolis 1999 — 2002
Raymond Gettins Raymond Gettins's Curian Capital Experience October 2012 - August 2015
Job Midwestern Regional Vice President, Absolute Capital
Industry Financial Services
Experience
Absolute Capital September 2015 - Present
Curian Capital October 2012 - August 2015
US Veteran Resources November 2009 - September 2012
Pacific Life May 2001 - October 2009
Conseco 1999 - 2000
John Hancock January 1991 - April 1995
Skills
Strategic Planning, Team Leadership, Financial Advisory, Marketing, Risk Management, Sales, Training, Asset Allocation, Strategic Financial..., Account Management, Securities, Investments, Investment Advisory, Employee Benefits, 401k, Negotiation, Marketing Strategy, Alternative Investments, Separately Managed..., Financial Planning
Education
Miami University 1986 — 1990
BA, Diplomacy & Foreign Affairs, History, Economics
Absolute Capital September 2015 - Present
Curian Capital October 2012 - August 2015
US Veteran Resources November 2009 - September 2012
Pacific Life May 2001 - October 2009
Conseco 1999 - 2000
John Hancock January 1991 - April 1995
Skills
Strategic Planning, Team Leadership, Financial Advisory, Marketing, Risk Management, Sales, Training, Asset Allocation, Strategic Financial..., Account Management, Securities, Investments, Investment Advisory, Employee Benefits, 401k, Negotiation, Marketing Strategy, Alternative Investments, Separately Managed..., Financial Planning
Education
Miami University 1986 — 1990
BA, Diplomacy & Foreign Affairs, History, Economics
Chris Paydock Chris Paydock's Curian Capital Experience October 2008 - January 2014
Job Financial Advisor at National Planning Corporation
Industry Investment Management
Experience
National Planning Corporation (NPC) January 2014 - Present
Curian Capital October 2008 - January 2014
ICON Advisers December 2004 - October 2008
Lockwood Advisors 2003 - 2004
McDonald Investments/Keybank 1999 - 2003
Skills
Series 63, Mutual Funds, Securities, Investments, Alternative Investments, Retirement Planning, Separately Managed..., Asset Allocation, Wealth Management, Asset Management, Investment Advisory, 401k, Series 7, Long-term Care, ETFs, Uniform Combined State..., Series 65, FINRA
Education
Bowling Green State University
Bachelor of Science (BS) Economics, Economics / Finance
St. Edward H.S.
National Planning Corporation (NPC) January 2014 - Present
Curian Capital October 2008 - January 2014
ICON Advisers December 2004 - October 2008
Lockwood Advisors 2003 - 2004
McDonald Investments/Keybank 1999 - 2003
Skills
Series 63, Mutual Funds, Securities, Investments, Alternative Investments, Retirement Planning, Separately Managed..., Asset Allocation, Wealth Management, Asset Management, Investment Advisory, 401k, Series 7, Long-term Care, ETFs, Uniform Combined State..., Series 65, FINRA
Education
Bowling Green State University
Bachelor of Science (BS) Economics, Economics / Finance
St. Edward H.S.
Erik Babbitt, CFS® Erik Babbitt, CFS®'s Curian Capital Experience June 2009 - May 2011
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC March 2013 - Present
National Planning Corporation (NPC) June 2011 - February 2013
Curian Capital June 2009 - May 2011
Ivy Funds January 2006 - December 2008
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Asset Managment, Investments, Series 63, Uniform Combined State..., Portfolio Management, Alternative Investments, Retirement Planning
Education
Colorado State University 1999 — 2003
BS, Finance & Real Estate
Jackson National Life Distributors LLC March 2013 - Present
National Planning Corporation (NPC) June 2011 - February 2013
Curian Capital June 2009 - May 2011
Ivy Funds January 2006 - December 2008
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Asset Managment, Investments, Series 63, Uniform Combined State..., Portfolio Management, Alternative Investments, Retirement Planning
Education
Colorado State University 1999 — 2003
BS, Finance & Real Estate
Ed Schwandt Ed Schwandt's Curian Capital Experience November 2008 - June 2010
Job Finance Lead at Zayo Group
Industry Financial Services
Experience
Zayo Group Front Range DirectorZayo GroupMay 2013 - September 2013
Zayo Group November 2012 - May 2013
Zayo Group June 2012 - November 2012
Ball June 2011 - August 2011
Curian Capital November 2008 - June 2010
Scottrade September 2007 - October 2008
United States Air Force February 2003 - February 2007
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Leadership, Finance, Business Development, Analysis, Valuation, Series 7, Salesforce.com, Microsoft Excel, Corporate Finance, Telecommunications, NPV, IRR, Data Analysis, Competitive Analysis, Business Strategy, Asset Managment, Chatter, Salesforce Training, Data Center, Financial Planning
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
Augustana College 1998 — 2002
Bachlor of Arts, Business Administration
Zayo Group Front Range DirectorZayo GroupMay 2013 - September 2013
Zayo Group November 2012 - May 2013
Zayo Group June 2012 - November 2012
Ball June 2011 - August 2011
Curian Capital November 2008 - June 2010
Scottrade September 2007 - October 2008
United States Air Force February 2003 - February 2007
Skills
Financial Modeling, Investments, Financial Analysis, Strategic Financial..., Leadership, Finance, Business Development, Analysis, Valuation, Series 7, Salesforce.com, Microsoft Excel, Corporate Finance, Telecommunications, NPV, IRR, Data Analysis, Competitive Analysis, Business Strategy, Asset Managment, Chatter, Salesforce Training, Data Center, Financial Planning
Education
University of Denver - Daniels College of Business 2010 — 2012
MBA, Finance
Augustana College 1998 — 2002
Bachlor of Arts, Business Administration
Kanya Olivier's Curian Capital Experience June 2012 - August 2012
Job Intern at Jackson National Life
Industry Financial Services
Experience
Owens Corning May 2013 - August 2013
Curian Capital June 2012 - August 2012
Jackson National Life June 2012 - August 2012
AIG May 2011 - August 2011
Skills
Advance proficiency in..., Investments, Series 63, Mutual Funds, Series 7
Education
Florida Agricultural and Mechanical University 2009 — 2013
Bachelor of Science(BS), Economics and Business Administration, B+ average
Owens Corning May 2013 - August 2013
Curian Capital June 2012 - August 2012
Jackson National Life June 2012 - August 2012
AIG May 2011 - August 2011
Skills
Advance proficiency in..., Investments, Series 63, Mutual Funds, Series 7
Education
Florida Agricultural and Mechanical University 2009 — 2013
Bachelor of Science(BS), Economics and Business Administration, B+ average
Tracy Crady Tracy Crady's Curian Capital Experience March 2014 - Present
Job Project Manager at Curian Capital
Industry Information Technology and Services
Experience
Curian Capital March 2014 - Present
Curian Capital June 2012 - March 2014
Greenbrier & Russel April 1995 - February 1999
Kemper Financial Services June 1988 - April 1995
Skills
Team Leadership, Leadership, Systems Analysis, Databases, Business Analysis, Analysis, Integration, Testing, SDLC, Business Intelligence, Process Improvement, Vendor Management, Requirements Analysis, Project Leadership, Problem Solving, Analysis and Design, Project Management
Education
Northern Illinois University
BS, Computer Science
Rock Valley College
Curian Capital March 2014 - Present
Curian Capital June 2012 - March 2014
Greenbrier & Russel April 1995 - February 1999
Kemper Financial Services June 1988 - April 1995
Skills
Team Leadership, Leadership, Systems Analysis, Databases, Business Analysis, Analysis, Integration, Testing, SDLC, Business Intelligence, Process Improvement, Vendor Management, Requirements Analysis, Project Leadership, Problem Solving, Analysis and Design, Project Management
Education
Northern Illinois University
BS, Computer Science
Rock Valley College
Jennifer Foss's Curian Capital Experience August 2009 - February 2014
Job Strategic Planning, Competitive Research, Product Management
Industry Financial Services
Experience
Trust Company of America February 2014 - Present
Curian Capital August 2009 - February 2014
Curian Capital December 2007 - August 2009
Curian Capital November 2005 - December 2007
Curian Capital October 2004 - November 2005
Silicon Valley Bank December 2003 - April 2004
State Street September 2000 - December 2003
Zurich Scudder Investments 2001 - 2003
Skills
Financial Services, Mutual Funds, Leadership, Competitive Analysis, Investments, Management, Strategy, Business Analysis, Strategic Planning, Analysis, Product Development, Financial Analysis, Business Strategy, Market Research, Asset Management, Banking, Investment Advisory..., Digital Strategy, Mobile Platforms, Platform Development, Business Planning, Proposal Generation, Risk Tolerance, Business Process..., Electronic Signatures, DocuSign, Agile & Waterfall..., Finance, Securities, Portfolio Management, Series 7
Education
Boston University Questrom School of Business 1996 — 2000
BS/BA, Finance, Management Information Systems
Trust Company of America February 2014 - Present
Curian Capital August 2009 - February 2014
Curian Capital December 2007 - August 2009
Curian Capital November 2005 - December 2007
Curian Capital October 2004 - November 2005
Silicon Valley Bank December 2003 - April 2004
State Street September 2000 - December 2003
Zurich Scudder Investments 2001 - 2003
Skills
Financial Services, Mutual Funds, Leadership, Competitive Analysis, Investments, Management, Strategy, Business Analysis, Strategic Planning, Analysis, Product Development, Financial Analysis, Business Strategy, Market Research, Asset Management, Banking, Investment Advisory..., Digital Strategy, Mobile Platforms, Platform Development, Business Planning, Proposal Generation, Risk Tolerance, Business Process..., Electronic Signatures, DocuSign, Agile & Waterfall..., Finance, Securities, Portfolio Management, Series 7
Education
Boston University Questrom School of Business 1996 — 2000
BS/BA, Finance, Management Information Systems
Sean Durkin Sean Durkin's Curian Capital Experience August 2014 - February 2015
Job Internal Sales, ALPS inc
Industry Financial Services
Experience
ALPS, A DST Company February 2015 - Present
Army National Guard July 2012 - Present
Curian Capital August 2014 - February 2015
Christy Sports December 2013 - April 2014
Air National Guard June 2009 - July 2012
Skills
Military, National Security, Army, Strategic Leadership, Aircraft Maintenance, Air Force, Retail Sales, Financial Reporting, Financial Accounting, Financial Analysis
Education
Colorado State University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Skutt Catholic 2005 — 2009
High School
ALPS, A DST Company February 2015 - Present
Army National Guard July 2012 - Present
Curian Capital August 2014 - February 2015
Christy Sports December 2013 - April 2014
Air National Guard June 2009 - July 2012
Skills
Military, National Security, Army, Strategic Leadership, Aircraft Maintenance, Air Force, Retail Sales, Financial Reporting, Financial Accounting, Financial Analysis
Education
Colorado State University 2009 — 2014
Bachelor of Arts (B.A.), Economics
Skutt Catholic 2005 — 2009
High School
Robert Schlegel Robert Schlegel's Curian Capital Experience October 2008 - January 2014
Job Senior Regional Director at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
Virtus Investment Partners January 2014 - Present
Curian Capital October 2008 - January 2014
AIG SunAmerica April 2006 - October 2008
John Hancock Financial Services 2005 - 2006
Eaton Vance February 2001 - June 2005
Skills
Series 7, Series 63, Mutual Funds, Series 6, Fixed Annuities, Retirement Planning, Wealth Management, Separately Managed..., Investments, 401k, Securities, Alternative Investments, Asset Allocation, Uniform Combined State..., Retirement
Education
Cambridge College 2001 — 2003
Master's degree, Business, Management, Marketing, and Related Support Services
Florida Gulf Coast University 1998 — 2000
Bachelor's degree, Criminal Law
Paul Torres Paul Torres's Curian Capital Experience August 2013 - May 2015
Job Financial Advisor at Bank of the West
Industry Financial Services
Experience
Bank of the West June 2015 - Present
Curian Capital August 2013 - May 2015
MetLife Financial Group of New York January 2009 - July 2013
AXA Advisors May 2007 - December 2008
FedSources September 2006 - April 2007
Skills
Retirement Planning, Investment Management, Mutual Funds, Financial Analysis, Investment Advisory, Finance, Asset Management, Securities, Financial Services, Insurance, Investments, Portfolio Management
Education
Hamilton College
BA, Foreign Languages, Economics
New York Mills High School
Universidad de Playa Ancha de Ciencias de la Educación
Bank of the West June 2015 - Present
Curian Capital August 2013 - May 2015
MetLife Financial Group of New York January 2009 - July 2013
AXA Advisors May 2007 - December 2008
FedSources September 2006 - April 2007
Skills
Retirement Planning, Investment Management, Mutual Funds, Financial Analysis, Investment Advisory, Finance, Asset Management, Securities, Financial Services, Insurance, Investments, Portfolio Management
Education
Hamilton College
BA, Foreign Languages, Economics
New York Mills High School
Universidad de Playa Ancha de Ciencias de la Educación
Dustin Rettig Dustin Rettig's Curian Capital Experience December 2013 - Present
Job Business Analyst at Curian Capital
Industry Information Technology and Services
Experience
Curian Capital December 2013 - Present
DelaGet, LLC September 2013 - February 2014
HomeAdvisor February 2009 - August 2013
HomeAdvisor February 2009 - August 2013
HomeAdvisor February 2009 - August 2013
Westwood College June 2009 - October 2009
Ultra Management February 2008 - December 2008
Skills
Training, Competitive Analysis, Sales, Product Development, Marketing, Direct Marketing, Team Building, Customer Service, B2B, CRM, Account Management, Coaching, Customer Retention, Lead Generation, Management, Marketing Strategy, Online Advertising, Salesforce.com
Education
Saint Cloud State University 2005 — 2007
Bachelor of Science, Finance
Itasca Community College 2003 — 2005
AS, Engineering
Curian Capital December 2013 - Present
DelaGet, LLC September 2013 - February 2014
HomeAdvisor February 2009 - August 2013
HomeAdvisor February 2009 - August 2013
HomeAdvisor February 2009 - August 2013
Westwood College June 2009 - October 2009
Ultra Management February 2008 - December 2008
Skills
Training, Competitive Analysis, Sales, Product Development, Marketing, Direct Marketing, Team Building, Customer Service, B2B, CRM, Account Management, Coaching, Customer Retention, Lead Generation, Management, Marketing Strategy, Online Advertising, Salesforce.com
Education
Saint Cloud State University 2005 — 2007
Bachelor of Science, Finance
Itasca Community College 2003 — 2005
AS, Engineering
Sandie Lubotsky's Curian Capital Experience 2008 - 2008
Job Project Manager
Industry Financial Services
Experience
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Dylan Schlott Dylan Schlott's Curian Capital Experience September 2011 - April 2013
Job
Industry Financial Services
Experience
Curian Capital September 2011 - April 2013
Hamptontri March 2008 - October 2010
Sanford C. Bernstein May 2004 - January 2008
Deutsche Bank June 1999 - May 2002
Skills
Series 7, Equities, Risk Management, Securities, Asset Managment, Trading, Series 63, Mutual Funds, Portfolio Management, Business Development, Alternative Investments, Business Planning, Financial Services, Asset Allocation, Wealth Management, Asset Management, Investments
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Marketing
The Johns Hopkins University 1994 — 1999
Bachelors Degree
The Gilman School 1982 — 1994
High School
Curian Capital September 2011 - April 2013
Hamptontri March 2008 - October 2010
Sanford C. Bernstein May 2004 - January 2008
Deutsche Bank June 1999 - May 2002
Skills
Series 7, Equities, Risk Management, Securities, Asset Managment, Trading, Series 63, Mutual Funds, Portfolio Management, Business Development, Alternative Investments, Business Planning, Financial Services, Asset Allocation, Wealth Management, Asset Management, Investments
Education
Fordham University - Graduate School of Business Administration 2002 — 2004
MBA, Marketing
The Johns Hopkins University 1994 — 1999
Bachelors Degree
The Gilman School 1982 — 1994
High School
Ruben S. Perez's Curian Capital Experience June 2013 - Present
Job Broker and Client Services at Curian Capital
Industry Investment Management
Experience
Curian Capital June 2013 - Present
DIRECTV May 2012 - July 2013
Retirement Partner October 2011 - February 2013
An Insurance and Annuities company October 2011 - February 2012
MillerCoors March 2008 - August 2008
Great-West Life October 2006 - February 2008
Countrywide Home Loans January 2006 - January 2008
INSURANCE AND ANNUITIES January 2006 - January 2008
Falcoln Real Estate January 2000 - January 2002
Skills
Financial Planning, Fundraising, Client Service, Critical Thinking, Mortgage Lending, Budgets, Asset Managment, Analytical Skills, Financial Analysis, Finance, Strategic Financial..., Financial Services, Analysis, Investments, Financial Reporting, Banking, Management, Training, Strategy, CRM, Customer Service, Insurance, Microsoft Excel, Team Building, Team Leadership, Mutual Funds, Sales, New Business Development, Entrepreneurship, Leadership, Accounting, Social Networking, Business Development, Asset Management, Loans, Retirement Planning, Business Planning, Risk Management, Portfolio Management, Small Business, Credit, Underwriting, Life Insurance, Networking, Start-ups, Executive Management, Due Diligence, Mergers & Acquisitions, Client Services
Education
Arapahoe Community College 2007 — 2009
Prerequisite courses - MBA
University of Colorado 1998 — 2002
BACHELOR OF SCIENCE, 2002; Criminal Justice
University of Colorado Denver 1998 — 2002
BACHELOR OF SCIENCE (2002), Major in Criminal Justice
Curian Capital June 2013 - Present
DIRECTV May 2012 - July 2013
Retirement Partner October 2011 - February 2013
An Insurance and Annuities company October 2011 - February 2012
MillerCoors March 2008 - August 2008
Great-West Life October 2006 - February 2008
Countrywide Home Loans January 2006 - January 2008
INSURANCE AND ANNUITIES January 2006 - January 2008
Falcoln Real Estate January 2000 - January 2002
Skills
Financial Planning, Fundraising, Client Service, Critical Thinking, Mortgage Lending, Budgets, Asset Managment, Analytical Skills, Financial Analysis, Finance, Strategic Financial..., Financial Services, Analysis, Investments, Financial Reporting, Banking, Management, Training, Strategy, CRM, Customer Service, Insurance, Microsoft Excel, Team Building, Team Leadership, Mutual Funds, Sales, New Business Development, Entrepreneurship, Leadership, Accounting, Social Networking, Business Development, Asset Management, Loans, Retirement Planning, Business Planning, Risk Management, Portfolio Management, Small Business, Credit, Underwriting, Life Insurance, Networking, Start-ups, Executive Management, Due Diligence, Mergers & Acquisitions, Client Services
Education
Arapahoe Community College 2007 — 2009
Prerequisite courses - MBA
University of Colorado 1998 — 2002
BACHELOR OF SCIENCE, 2002; Criminal Justice
University of Colorado Denver 1998 — 2002
BACHELOR OF SCIENCE (2002), Major in Criminal Justice
Thomas Wild Thomas Wild's Curian Capital Experience January 2013 - June 2015
Job Compliance Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2015 - Present
Curian Capital January 2013 - June 2015
T. Rowe Price April 2004 - December 2013
T. Rowe Price March 2001 - April 2004
T. Rowe Price July 1996 - November 1998
Education
University of South Florida 1993 — 1996
BS, Finance
Ferris State University
General Business Studies
Janus Capital Group June 2015 - Present
Curian Capital January 2013 - June 2015
T. Rowe Price April 2004 - December 2013
T. Rowe Price March 2001 - April 2004
T. Rowe Price July 1996 - November 1998
Education
University of South Florida 1993 — 1996
BS, Finance
Ferris State University
General Business Studies
Jeannie Sears Jeannie Sears's Curian Capital Experience December 2012 - December 2013
Job Experienced Sr. Regional Vice President
Industry Financial Services
Experience
Love Bird Home and Design, LLC. October 2014 - Present
Curian Capital December 2012 - December 2013
AIG-SunAmerica Mutual Funds August 2011 - December 2012
US Bancorp Investments, Inc. January 2002 - December 2009
Piper Jaffray Inc. & US Bancorp Piper Jaffray Inc. November 2000 - January 2002
WM Financial Services, Inc./ Murphey Favre, Inc./ Washington Mutual Bank July 1995 - November 2000
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Insurance, FINRA, Leadership, Training, Fixed Annuities, Management, Finance, Series 63, Financial Services, Marketing, Securities, Retirement Planning
Education
City University, Seattle WA 1996 — 2002
Business Administration
Everett Community College 1989 — 1991
General Studies
Love Bird Home and Design, LLC. October 2014 - Present
Curian Capital December 2012 - December 2013
AIG-SunAmerica Mutual Funds August 2011 - December 2012
US Bancorp Investments, Inc. January 2002 - December 2009
Piper Jaffray Inc. & US Bancorp Piper Jaffray Inc. November 2000 - January 2002
WM Financial Services, Inc./ Murphey Favre, Inc./ Washington Mutual Bank July 1995 - November 2000
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Insurance, FINRA, Leadership, Training, Fixed Annuities, Management, Finance, Series 63, Financial Services, Marketing, Securities, Retirement Planning
Education
City University, Seattle WA 1996 — 2002
Business Administration
Everett Community College 1989 — 1991
General Studies
Chris Marshall, CSP Chris Marshall, CSP's Curian Capital Experience 2005 - 2010
Job Internal Wholesaler at Dividend Capital
Industry Financial Services
Experience
Dividend Capital May 2011 - Present
Curian Capital 2005 - 2010
Jackson National Life Insurance November 2005 - April 2006
Cooperative Institute for Research in the Atmosphere September 2002 - July 2005
Skills
Series 7, Series 6, Series 63, Securities, Series 24, Mutual Funds, Investments, Fixed Annuities, Wealth Management, Alternative Investments, Asset Managment, ETFs, Strategic Financial..., Insurance, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Retirement Planning, Life Insurance
Education
Colorado State University 2000 — 2005
Bachelor of Science, Business Administration
Dividend Capital May 2011 - Present
Curian Capital 2005 - 2010
Jackson National Life Insurance November 2005 - April 2006
Cooperative Institute for Research in the Atmosphere September 2002 - July 2005
Skills
Series 7, Series 6, Series 63, Securities, Series 24, Mutual Funds, Investments, Fixed Annuities, Wealth Management, Alternative Investments, Asset Managment, ETFs, Strategic Financial..., Insurance, Hedge Funds, Investment Advisory, Asset Allocation, Financial Advisory, Retirement Planning, Life Insurance
Education
Colorado State University 2000 — 2005
Bachelor of Science, Business Administration
Tom Bauer's Curian Capital Experience August 2010 - April 2014
Job Senior Regional Director, Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman April 2014 - Present
Curian Capital August 2010 - April 2014
Skills
Separately Managed..., Unified Managed Accounts, Series 7, Asset Allocation, Performance Attribution, Mutual Funds, Portfolio Management, Investment Advisory
Education
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Neuberger Berman April 2014 - Present
Curian Capital August 2010 - April 2014
Skills
Separately Managed..., Unified Managed Accounts, Series 7, Asset Allocation, Performance Attribution, Mutual Funds, Portfolio Management, Investment Advisory
Education
Kansas State University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Jaclyn (King) McGrady's Curian Capital Experience January 2013 - Present
Job Senior Outbound Resolution Specialist at Curian Capital
Industry Financial Services
Experience
Curian Capital January 2013 - Present
Curian Capital January 2012 - December 2012
Steve Hansen and Associates November 2009 - December 2010
Wunderlich Securities November 2009 - June 2010
Lipper 2009 - 2009
Bellco Credit Union April 2001 - June 2008
CUSO Financial Services, L.P. April 2001 - June 2008
Gateway Services Group, LLC April 2001 - June 2008
King Soopers June 1997 - October 2001
Skills
Outlook, Word, PowerPoint, Mutual Funds, Customer Service, Microsoft Office, Excel, Investments, Insurance, Financial Analysis, Financial Planning, Series 6, Banking, Financial Services, Time Management, Fixed Annuities, Portfolio Management, Training, Sales, Securities, Microsoft Word, Strategic Financial..., Microsoft Excel, Financial Advisory, Access, Management, Retirement, IRAs, Accounting
Education
University of Denver 2009 — 2011
BBA, Business Administration
Community College of Denver 2000 — 2009
Associate of Arts, Business Administration
Curian Capital January 2013 - Present
Curian Capital January 2012 - December 2012
Steve Hansen and Associates November 2009 - December 2010
Wunderlich Securities November 2009 - June 2010
Lipper 2009 - 2009
Bellco Credit Union April 2001 - June 2008
CUSO Financial Services, L.P. April 2001 - June 2008
Gateway Services Group, LLC April 2001 - June 2008
King Soopers June 1997 - October 2001
Skills
Outlook, Word, PowerPoint, Mutual Funds, Customer Service, Microsoft Office, Excel, Investments, Insurance, Financial Analysis, Financial Planning, Series 6, Banking, Financial Services, Time Management, Fixed Annuities, Portfolio Management, Training, Sales, Securities, Microsoft Word, Strategic Financial..., Microsoft Excel, Financial Advisory, Access, Management, Retirement, IRAs, Accounting
Education
University of Denver 2009 — 2011
BBA, Business Administration
Community College of Denver 2000 — 2009
Associate of Arts, Business Administration
Jennifer Zehner (Mergoni)'s Curian Capital Experience February 2015 - Present
Job Curian Capital
Industry Financial Services
Experience
Curian Capital February 2015 - Present
ANN INC. December 2011 - Present
B.C. Ziegler October 2013 - February 2015
Colorado Network Staffing February 2010 - October 2013
Jackson National Life February 1997 - December 2009
OppenheimerFunds March 1996 - February 1997
Skills
Finance, Administrative..., Outlook, Spreadsheets, Office Administration, People Skills, Customer Experience, Administration, Fax, Microsoft Word, Sales, Team-oriented, Customer Service, Data Entry, Event Planning, Telephone Skills, Office Management, Microsoft Excel, Teamwork, Confidentiality, 10 Key, Clerical Skills, Building Relationships, Multi-line Phone, Filing, Office Equipment, Microsoft Office, Call Centers, Time Management, Management, Administrative..., Customer Retention
Education
Mansfield University of Pennsylvania 1995 — 1997
Some College, Music Therapy/Therapist
Williamsport Area Community College 1984 — 1985
Some college, General Studies
Curian Capital February 2015 - Present
ANN INC. December 2011 - Present
B.C. Ziegler October 2013 - February 2015
Colorado Network Staffing February 2010 - October 2013
Jackson National Life February 1997 - December 2009
OppenheimerFunds March 1996 - February 1997
Skills
Finance, Administrative..., Outlook, Spreadsheets, Office Administration, People Skills, Customer Experience, Administration, Fax, Microsoft Word, Sales, Team-oriented, Customer Service, Data Entry, Event Planning, Telephone Skills, Office Management, Microsoft Excel, Teamwork, Confidentiality, 10 Key, Clerical Skills, Building Relationships, Multi-line Phone, Filing, Office Equipment, Microsoft Office, Call Centers, Time Management, Management, Administrative..., Customer Retention
Education
Mansfield University of Pennsylvania 1995 — 1997
Some College, Music Therapy/Therapist
Williamsport Area Community College 1984 — 1985
Some college, General Studies
Caitlin Hart's Curian Capital Experience March 2011 - March 2012
Job Financial Sales
Industry Investment Management
Experience
American Century Investments April 2015 - Present
Ranger Capital Group June 2014 - March 2015
Janus Capital Group March 2012 - May 2014
Curian Capital March 2011 - March 2012
Skills
FINRA, Mutual Funds, Series 63, Fixed Annuities
Education
Penn State University 2007 — 2010
Communications, Mass Communication/Media Studies
American Century Investments April 2015 - Present
Ranger Capital Group June 2014 - March 2015
Janus Capital Group March 2012 - May 2014
Curian Capital March 2011 - March 2012
Skills
FINRA, Mutual Funds, Series 63, Fixed Annuities
Education
Penn State University 2007 — 2010
Communications, Mass Communication/Media Studies
Patrick Malloy, CFP® Patrick Malloy, CFP®'s Curian Capital Experience September 2010 - August 2012
Job Investment Advisor at Capital Investment Advisors
Industry Financial Services
Experience
Capital Investment Advisors January 2015 - Present
Perimeter Planning, LLC 2012 - January 2015
Curian Capital September 2010 - August 2012
AXA Distributors December 2002 - August 2010
J&W Seligman February 2000 - October 2002
Skills
CFS, Certified Fund..., Comprehensive Financial..., Wealth Management, Investment Management, Retirement Planning, Retirement Income..., College Education..., Insurance Planning, Liability Management, Estate Planning, Securities, Alternative Investments, Investments, Tax Planning, Financial Advisory, Financial Planners, Wealth Management..., Mutual Funds, Asset Management, Fixed Annuities, Financial Goals, Financial Planning, Retirement, Series 7
Education
Oglethorpe University
Financial Planning and Services
Fordham University
Bachelor of Arts, Economics
Wake Forest University
Communications
Capital Investment Advisors January 2015 - Present
Perimeter Planning, LLC 2012 - January 2015
Curian Capital September 2010 - August 2012
AXA Distributors December 2002 - August 2010
J&W Seligman February 2000 - October 2002
Skills
CFS, Certified Fund..., Comprehensive Financial..., Wealth Management, Investment Management, Retirement Planning, Retirement Income..., College Education..., Insurance Planning, Liability Management, Estate Planning, Securities, Alternative Investments, Investments, Tax Planning, Financial Advisory, Financial Planners, Wealth Management..., Mutual Funds, Asset Management, Fixed Annuities, Financial Goals, Financial Planning, Retirement, Series 7
Education
Oglethorpe University
Financial Planning and Services
Fordham University
Bachelor of Arts, Economics
Wake Forest University
Communications
Andy McMorrow's Curian Capital Experience January 2004 - December 2005
Job Experienced financial services marketing executive/content strategist
Industry Investment Management
Experience
Nationwide Insurance April 2014 - Present
Nationwide Financial January 2006 - March 2014
Curian Capital January 2004 - December 2005
Bank of America May 2003 - January 2004
Banc of America Capital Management 2002 - 2003
Banc of America Capital Management 2000 - 2001
Banc of America Capital Management 1998 - 2000
Evergreen Investment Services, Inc. February 1996 - January 1998
Charleston Newspapers 1992 - 1993
Charleston Newspapers 1992 - 1993
Skills
Mutual Funds, Variable Annuities, Annuities, Marketing, Content Marketing, Investments, Strategy, Fixed Annuities, Marketing Strategy, Quantitative Research, Qualitative Research, Product Development, Product Management, Asset Allocation, Financial Services, Leadership, Series 7, Investment Advisory, Marketing Communications, Financial Advisory, Asset Management, Retirement Planning, Wealth Management, Competitive Analysis, Business Strategy, Retirement, Securities, Market Research, Advertising, Online Marketing, Series 63, Series 6, Investment Strategies, Investment Management, Strategic Planning, Team Building, Negotiation, Strategy Development, Alternative Investments
Education
Marshall University 1987 — 1991
BA, Journalism
Nationwide Insurance April 2014 - Present
Nationwide Financial January 2006 - March 2014
Curian Capital January 2004 - December 2005
Bank of America May 2003 - January 2004
Banc of America Capital Management 2002 - 2003
Banc of America Capital Management 2000 - 2001
Banc of America Capital Management 1998 - 2000
Evergreen Investment Services, Inc. February 1996 - January 1998
Charleston Newspapers 1992 - 1993
Charleston Newspapers 1992 - 1993
Skills
Mutual Funds, Variable Annuities, Annuities, Marketing, Content Marketing, Investments, Strategy, Fixed Annuities, Marketing Strategy, Quantitative Research, Qualitative Research, Product Development, Product Management, Asset Allocation, Financial Services, Leadership, Series 7, Investment Advisory, Marketing Communications, Financial Advisory, Asset Management, Retirement Planning, Wealth Management, Competitive Analysis, Business Strategy, Retirement, Securities, Market Research, Advertising, Online Marketing, Series 63, Series 6, Investment Strategies, Investment Management, Strategic Planning, Team Building, Negotiation, Strategy Development, Alternative Investments
Education
Marshall University 1987 — 1991
BA, Journalism
Salih Besirevic Salih Besirevic's Curian Capital Experience March 2013 - August 2013
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life December 2011 - Present
Curian Capital March 2013 - August 2013
Jackson National Life February 2011 - December 2011
Jackson National Life August 2008 - February 2011
PHM Financial Services January 2006 - August 2008
Skills
Retirement Planning, Separately Managed..., Mutual Funds, Series 6, Series 63, Series 65, Investments, Variable Annuities, Retirement, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, Life Insurance
Education
Georgia Institute of Technology 2001 — 2005
Bachelor of Science (BSc), Scheller College of Business
University of Phoenix-Colorado Campus
Master of Business Administration (MBA)
Jackson National Life December 2011 - Present
Curian Capital March 2013 - August 2013
Jackson National Life February 2011 - December 2011
Jackson National Life August 2008 - February 2011
PHM Financial Services January 2006 - August 2008
Skills
Retirement Planning, Separately Managed..., Mutual Funds, Series 6, Series 63, Series 65, Investments, Variable Annuities, Retirement, Wealth Management, Fixed Annuities, Strategic Financial..., Securities, Life Insurance
Education
Georgia Institute of Technology 2001 — 2005
Bachelor of Science (BSc), Scheller College of Business
University of Phoenix-Colorado Campus
Master of Business Administration (MBA)
Tom von Weise, CIMA Tom von Weise, CIMA's Curian Capital Experience June 2007 - February 2010
Job Regional Sales Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group April 2015 - Present
Janus Capital Group February 2010 - April 2015
Curian Capital June 2007 - February 2010
GreenPoint Financial June 2003 - September 2006
LookSmart.com January 2000 - March 2003
Skills
Territory, Sales Management, Account Management, Consultative Selling, Channel, Customer Relations, Competitive Analysis, B2B, Series 7, PowerPoint, Negotiation, Business Planning, Excel, Public Speaking, Strategic Planning, Word, Mentoring, New Business Development, Marketing Strategy, Start-ups, Investments, Asset Management, Microsoft Office, Portfolio Management, Financial Planning, Wholesale, Salesforce.com, Selling, Small Business, Financial Analysis, Event Planning, Operations Management, Banking, Series 63, Mutual Funds, Wholesaling, Securities, 401k, Qualified Retirement..., Retirement, Snowboarding, Chef, Mountain Biking, Series 66, CIMA Candidate, Microsoft Excel, Sales Operations, Uniform Combined State...
Education
Colorado State University 1994 — 1998
Bachelor of Science, College of Applied Human Sciences
Regis University 1992 — 1994
CIMA
Janus Capital Group April 2015 - Present
Janus Capital Group February 2010 - April 2015
Curian Capital June 2007 - February 2010
GreenPoint Financial June 2003 - September 2006
LookSmart.com January 2000 - March 2003
Skills
Territory, Sales Management, Account Management, Consultative Selling, Channel, Customer Relations, Competitive Analysis, B2B, Series 7, PowerPoint, Negotiation, Business Planning, Excel, Public Speaking, Strategic Planning, Word, Mentoring, New Business Development, Marketing Strategy, Start-ups, Investments, Asset Management, Microsoft Office, Portfolio Management, Financial Planning, Wholesale, Salesforce.com, Selling, Small Business, Financial Analysis, Event Planning, Operations Management, Banking, Series 63, Mutual Funds, Wholesaling, Securities, 401k, Qualified Retirement..., Retirement, Snowboarding, Chef, Mountain Biking, Series 66, CIMA Candidate, Microsoft Excel, Sales Operations, Uniform Combined State...
Education
Colorado State University 1994 — 1998
Bachelor of Science, College of Applied Human Sciences
Regis University 1992 — 1994
CIMA
Anthony J. Gonzales's Curian Capital Experience September 2005 - August 2015
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital September 2005 - August 2015
Curian Capital January 2003 - September 2005
Columbia Threadneedle Investments, US May 2002 - January 2003
First Investors January 2001 - May 2002
Charles Schwab March 2000 - January 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services
Concordia High School 1990 — 1994
HS Diploma
AssetMark September 2015 - Present
Curian Capital September 2005 - August 2015
Curian Capital January 2003 - September 2005
Columbia Threadneedle Investments, US May 2002 - January 2003
First Investors January 2001 - May 2002
Charles Schwab March 2000 - January 2001
Skills
Separately Managed..., Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Series 65, Financial Services, Asset Management, Salesforce.com, Wealth Management, Investments, Retirement Planning, New Business Development, Alternative Investments, Securities, Financial Planning, Wholesale
Education
Kansas State University 1994 — 1998
Bachelor of Business Administration (BBA), Human Resources Management and Services
Concordia High School 1990 — 1994
HS Diploma
Raymond J. Kelly, CIMA Raymond J. Kelly, CIMA's Curian Capital Experience March 2010 - September 2015
Job External Wholesaler Regional Vice President at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management September 2015 - Present
Curian Capital March 2010 - September 2015
PNC Investments January 2010 - March 2010
Fidelity Investments Institutional Services Company, Inc. May 2007 - December 2008
Merrill Lynch Investment Managers September 1998 - September 2006
Merrill Lynch Investment Managers February 2002 - September 2003
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services, Investment Strategies, Management, Mutual Funds, Performance Management, Sales, Sales Management, Separately Managed..., Strategic Financial..., Securities, Financial Planning, Business Development, Series 7, Investments
Education
Pennsylvania State University 1992 — 1997
Liberal Arts
Advisors Capital Management September 2015 - Present
Curian Capital March 2010 - September 2015
PNC Investments January 2010 - March 2010
Fidelity Investments Institutional Services Company, Inc. May 2007 - December 2008
Merrill Lynch Investment Managers September 1998 - September 2006
Merrill Lynch Investment Managers February 2002 - September 2003
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Financial Services, Investment Strategies, Management, Mutual Funds, Performance Management, Sales, Sales Management, Separately Managed..., Strategic Financial..., Securities, Financial Planning, Business Development, Series 7, Investments
Education
Pennsylvania State University 1992 — 1997
Liberal Arts
James Gurman's Curian Capital Experience November 2010 - July 2011
Job Regional Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Ameriprise Financial Services, Inc. October 2012 - Present
BIC Group, LLC August 2011 - July 2012
Curian Capital November 2010 - July 2011
Riversource Investments, an Ameriprise Financial subsidiary March 2003 - May 2009
Morningstar 2001 - 2003
Van Kampen Investments 2000 - 2001
Hormel Foods 1998 - 2000
Skills
Mutual Funds, Series 7, Asset Allocation, Portfolio Management, Series 63, Separately Managed..., Retirement Planning, Fixed Annuities, Investments, Series 6
Education
Indiana University Bloomington 1994 — 1998
BS, Marketing
Indiana University Bloomington 1994 — 1998
Bachelor of Science (B.S.), Marketing
Sara Paulson Sara Paulson's Curian Capital Experience September 2010 - September 2015
Job External Wholesaler at AssetMark
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital September 2010 - September 2015
Novo Vision Partners January 2009 - August 2010
Russell Investments February 2001 - December 2008
Robert W. Baird 1992 - 2001
Global Capital Securities November 1990 - February 1991
Kansallis-Osake-Pankki January 1989 - November 1990
Nikko Securities 1987 - 1988
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning
Education
New York Institute of Finance 1985 — 1989
University of Wisconsin-Whitewater 1982 — 1984
Liberal Arts
Macalester College 1980 — 1982
Liberal Arts
Woodlands Academy of the Sacred Heart 1978 — 1980
AssetMark September 2015 - Present
Curian Capital September 2010 - September 2015
Novo Vision Partners January 2009 - August 2010
Russell Investments February 2001 - December 2008
Robert W. Baird 1992 - 2001
Global Capital Securities November 1990 - February 1991
Kansallis-Osake-Pankki January 1989 - November 1990
Nikko Securities 1987 - 1988
Skills
Series 7, Mutual Funds, Asset Allocation, Investments, Financial Services, Alternative Investments, Investment Advisory, Financial Advisory, Fixed Annuities, Series 63, Insurance, Strategic Financial..., Separately Managed..., Strategy, Wealth Management, Public Speaking, Retirement Planning, Practice Management, Equities, Bonds, Consultative Selling, Financial Planning
Education
New York Institute of Finance 1985 — 1989
University of Wisconsin-Whitewater 1982 — 1984
Liberal Arts
Macalester College 1980 — 1982
Liberal Arts
Woodlands Academy of the Sacred Heart 1978 — 1980
Ron Newman Ron Newman's Curian Capital Experience 2007 - 2008
Job Registered Representative
Industry Financial Services
Experience
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Jessica Bracey Jessica Bracey's Curian Capital Experience June 2014 - Present
Job IT Quality Assurance Tester at Curian Capital
Industry Insurance
Experience
Curian Capital June 2014 - Present
Curian Capital April 2014 - Present
Sylvan Learning December 2013 - April 2014
Grand Valley State University February 2013 - May 2013
Auto-Owners Insurance May 2012 - August 2012
Auto-Owners Insurance 2012 - 2012
Schoolcraft College December 2010 - July 2011
Skills
Customer Service, Organization, Problem Solving, Leadership, Mathematics, Designing, Creativity, Team-oriented, Analysis, Data Analysis, Communication, Pay Close Attention to..., Microsoft Office, Microsoft Excel, Microsoft Word, Coachable, Time Management, Critical Thinking, PowerPoint, Business Analysis, Public Speaking, Teamwork
Education
Western Michigan University 2015 — 2018
Master of Arts (MA), Counselor Education/School Counseling and Guidance Services
Grand Valley State University 2009 — 2014
Bachelor of Science (B.S.), Mathematics
Plymouth High School
Curian Capital June 2014 - Present
Curian Capital April 2014 - Present
Sylvan Learning December 2013 - April 2014
Grand Valley State University February 2013 - May 2013
Auto-Owners Insurance May 2012 - August 2012
Auto-Owners Insurance 2012 - 2012
Schoolcraft College December 2010 - July 2011
Skills
Customer Service, Organization, Problem Solving, Leadership, Mathematics, Designing, Creativity, Team-oriented, Analysis, Data Analysis, Communication, Pay Close Attention to..., Microsoft Office, Microsoft Excel, Microsoft Word, Coachable, Time Management, Critical Thinking, PowerPoint, Business Analysis, Public Speaking, Teamwork
Education
Western Michigan University 2015 — 2018
Master of Arts (MA), Counselor Education/School Counseling and Guidance Services
Grand Valley State University 2009 — 2014
Bachelor of Science (B.S.), Mathematics
Plymouth High School
Cynthia (Cyndie) Puckett Cynthia (Cyndie) Puckett's Curian Capital Experience July 2014 - Present
Job Curian Capital
Industry Financial Services
Experience
Curian Capital July 2014 - Present
Curian Capital August 2013 - July 2014
Curian Capital March 2012 - August 2013
OppenheimerFunds December 2010 - March 2012
Curian Capital April 2005 - December 2010
Charles Schwab March 1999 - March 2005
Skills
See resume, Series 7, Separately Managed..., Series 63, Mutual Funds, Series 6, Uniform Combined State..., Retirement Planning, Series 65, Fixed Annuities, 401k, Securities, ETFs, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, Investments, Wholesale, Investment Advisory, Training, Leadership, FINRA, Sales, Alternative Investments, Series 24, IRAs, Variable Annuities, Qualified Retirement..., Associate Development, Coaching, Financial Services
Education
Metropolitan State University of Denver 1994 — 2002
Communications/Sociology
Curian Capital July 2014 - Present
Curian Capital August 2013 - July 2014
Curian Capital March 2012 - August 2013
OppenheimerFunds December 2010 - March 2012
Curian Capital April 2005 - December 2010
Charles Schwab March 1999 - March 2005
Skills
See resume, Series 7, Separately Managed..., Series 63, Mutual Funds, Series 6, Uniform Combined State..., Retirement Planning, Series 65, Fixed Annuities, 401k, Securities, ETFs, Asset Allocation, Financial Advisory, Wealth Management, Asset Management, Investments, Wholesale, Investment Advisory, Training, Leadership, FINRA, Sales, Alternative Investments, Series 24, IRAs, Variable Annuities, Qualified Retirement..., Associate Development, Coaching, Financial Services
Education
Metropolitan State University of Denver 1994 — 2002
Communications/Sociology
Jeffrey Welty Jeffrey Welty's Curian Capital Experience August 2013 - January 2014
Job Regional Vice President Jackson National
Industry Financial Services
Experience
Jackson August 2013 - Present
Curian Capital August 2013 - January 2014
Jackson National Life September 2011 - August 2013
Jackson National Life September 2008 - August 2011
Charles Schwab September 2006 - September 2008
Mountain States Employers Council August 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Series 7, Series 63, Licensed Life Insurance..., 401k, Mutual Funds, Variable Annuities, Salesforce.com, Investments, Managed Money, Alternative Investment..., Prospecting Skills, Cold Calling Experience, Equity Indexed Annuities, Fixed Annuities, Separately Managed..., Life Insurance
Education
Goshen College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Jackson August 2013 - Present
Curian Capital August 2013 - January 2014
Jackson National Life September 2011 - August 2013
Jackson National Life September 2008 - August 2011
Charles Schwab September 2006 - September 2008
Mountain States Employers Council August 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, Public Speaking, Strategic Planning, Series 7, Series 63, Licensed Life Insurance..., 401k, Mutual Funds, Variable Annuities, Salesforce.com, Investments, Managed Money, Alternative Investment..., Prospecting Skills, Cold Calling Experience, Equity Indexed Annuities, Fixed Annuities, Separately Managed..., Life Insurance
Education
Goshen College 2000 — 2004
Bachelor's degree, Business Administration and Management, General
Chris Randal Chris Randal's Curian Capital Experience November 2008 - September 2015
Job Regional Vice President / External Wholesaler at Advisors Capital Management
Industry Financial Services
Experience
Advisors Capital Management September 2015 - Present
Curian Capital November 2008 - September 2015
AIG SunAmerica October 2006 - October 2008
Federated Investors June 1996 - October 2006
Skills
Mutual Funds, Separately Managed..., Series 7, Asset Allocation, Retirement Planning, Variable Annuities, Series 66, Series 63, 401k, CFS, Fixed Annuities, Series 6, Investments, Alternative Investments, Wealth Management, Financial Advisory, Unified Managed Accounts, Retirement
Education
John Carroll University 1990 — 1994
Bachelor of Arts (B.A.)
Advisors Capital Management September 2015 - Present
Curian Capital November 2008 - September 2015
AIG SunAmerica October 2006 - October 2008
Federated Investors June 1996 - October 2006
Skills
Mutual Funds, Separately Managed..., Series 7, Asset Allocation, Retirement Planning, Variable Annuities, Series 66, Series 63, 401k, CFS, Fixed Annuities, Series 6, Investments, Alternative Investments, Wealth Management, Financial Advisory, Unified Managed Accounts, Retirement
Education
John Carroll University 1990 — 1994
Bachelor of Arts (B.A.)
Jesse Hall Jesse Hall's Curian Capital Experience October 2012 - October 2013
Job Investment Consultant at Scottrade Inc.
Industry Financial Services
Experience
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
Scottrade August 2013 - Present
Jackson National Life October 2012 - October 2013
Curian Capital October 2012 - October 2013
Jeollanamdo Office of Education August 2011 - August 2012
ING Investment Management May 2010 - July 2011
Mass Mutual May 2008 - April 2010
Ameriprise Financial Services, Inc. June 2006 - May 2008
Skills
Series 7, Series 63, Series 6, Asset Allocation, Retirement, Investments, Equities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, 401k, Financial Advisory, Uniform Combined State...
Education
Montana State University-Bozeman 2008 — 2011
M.S., Financial Planning
Montana State University-Bozeman 2002 — 2007
B.A., History with a concentration in economics
Kirk Leslie Kirk Leslie's Curian Capital Experience April 2004 - March 2007
Job Regional Vice President at Incapital
Industry Financial Services
Experience
Incapital August 2014 - Present
Advisors Asset Management, Inc. July 2010 - July 2014
Curian Capital, LLC December 2007 - July 2010
Curian Capital, LLC April 2007 - December 2007
Curian Capital April 2004 - March 2007
First Washington Financial March 2003 - March 2004
AXA Equitable February 2002 - March 2003
Manulife/John Hancock August 1999 - November 2001
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Structured Products, Unit Investment Trusts, Practice Management, Investment Sales Ideas, Income Solutions, Public Speaking, Annuities, Fixed Annuities, Financial Services
Education
Lafayette College 1993 — 1997
Bachelor of Science (B.S.)
Incapital August 2014 - Present
Advisors Asset Management, Inc. July 2010 - July 2014
Curian Capital, LLC December 2007 - July 2010
Curian Capital, LLC April 2007 - December 2007
Curian Capital April 2004 - March 2007
First Washington Financial March 2003 - March 2004
AXA Equitable February 2002 - March 2003
Manulife/John Hancock August 1999 - November 2001
Skills
Series 7, Mutual Funds, Series 63, Separately Managed..., Structured Products, Unit Investment Trusts, Practice Management, Investment Sales Ideas, Income Solutions, Public Speaking, Annuities, Fixed Annuities, Financial Services
Education
Lafayette College 1993 — 1997
Bachelor of Science (B.S.)
Dawn Hoover's Curian Capital Experience November 2014 - Present
Job Compliance Analyst at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2014 - Present
Charles Schwab 1993 - 2005
Skills
Retirement Planning, Mutual Funds, 401k, Investments, Series 63, Retirement, Wealth Management, Finance, Series 7, Estate Planning, FINRA, Financial Advisory, Asset Management, Financial Services, Series 65, Portfolio Management, Series 6, Securities, Uniform Combined State..., Management, Asset Allocation, 408 (b) (2) specialist, Retirement Plan..., Series 24, Anti Money Laundering
Education
Manchester University 1987 — 1991
BS, AA, Communications and Broadcast Media
Curian Capital November 2014 - Present
Charles Schwab 1993 - 2005
Skills
Retirement Planning, Mutual Funds, 401k, Investments, Series 63, Retirement, Wealth Management, Finance, Series 7, Estate Planning, FINRA, Financial Advisory, Asset Management, Financial Services, Series 65, Portfolio Management, Series 6, Securities, Uniform Combined State..., Management, Asset Allocation, 408 (b) (2) specialist, Retirement Plan..., Series 24, Anti Money Laundering
Education
Manchester University 1987 — 1991
BS, AA, Communications and Broadcast Media
Laura Hiatt's Curian Capital Experience November 2008 - August 2009
Job Residential Real Estate
Industry Real Estate
Experience
Grow Realty January 2014 - Present
Hiatt Brothers Contracting LLC August 2009 - May 2010
Curian Capital November 2008 - August 2009
Jackson National Life August 2007 - October 2008
Wachovia Securities February 2007 - July 2007
Skills
Training, Sales Management, Financial Services, Customer Service, Finance, Sales Process, PowerPoint, Microsoft Word, Accounting, Mutual Funds, Strategic Financial..., Series 7, Event Planning, Salesforce.com, Financial Planning, Sales
Education
Colorado State University 1999 — 2004
B.A., Communications, Economics
The Neighborhood Playhouse School of the Theatre 2002 — 2003
Advanced Certification of Fine Arts, Theatre Arts
Grow Realty January 2014 - Present
Hiatt Brothers Contracting LLC August 2009 - May 2010
Curian Capital November 2008 - August 2009
Jackson National Life August 2007 - October 2008
Wachovia Securities February 2007 - July 2007
Skills
Training, Sales Management, Financial Services, Customer Service, Finance, Sales Process, PowerPoint, Microsoft Word, Accounting, Mutual Funds, Strategic Financial..., Series 7, Event Planning, Salesforce.com, Financial Planning, Sales
Education
Colorado State University 1999 — 2004
B.A., Communications, Economics
The Neighborhood Playhouse School of the Theatre 2002 — 2003
Advanced Certification of Fine Arts, Theatre Arts
Oksana Doncila Oksana Doncila's Curian Capital Experience 2012 - Present
Job Director, Operations at Curian Capital
Industry Financial Services
Experience
Curian Capital 2012 - Present
Charles Schwab 2009 - 2012
Morgan Stanley 2007 - 2009
US Trust, Bank of America Private Bank 2003 - 2007
Banc of America Investment Svc, Inc. 1998 - 2003
Skills
Series 7, Investments, Financial Planning, Asset Allocation, Wealth Management, Asset Managment, Financial Analysis, Financial Services, Strategic Financial..., Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Management, Bloomberg, Fixed Income, Asset Management
Education
Central European University 1996 — 1997
Master of Arts, International Relations and European Studies
1991 — 1996
BA in Linguistics, The English and German Languages
Curian Capital 2012 - Present
Charles Schwab 2009 - 2012
Morgan Stanley 2007 - 2009
US Trust, Bank of America Private Bank 2003 - 2007
Banc of America Investment Svc, Inc. 1998 - 2003
Skills
Series 7, Investments, Financial Planning, Asset Allocation, Wealth Management, Asset Managment, Financial Analysis, Financial Services, Strategic Financial..., Equities, Investment Management, Portfolio Management, Securities, Mutual Funds, Management, Bloomberg, Fixed Income, Asset Management
Education
Central European University 1996 — 1997
Master of Arts, International Relations and European Studies
1991 — 1996
BA in Linguistics, The English and German Languages
Shannon Simmons's Curian Capital Experience October 2009 - April 2010
Job Project Manager
Industry Information Technology and Services
Experience
Advance Auto Parts April 2010 - Present
Curian Capital October 2009 - April 2010
Staples Business Advantage July 2007 - May 2009
Shea Homes August 2002 - June 2007
IKON Office Solutions November 2000 - March 2002
Global Database Marketing 2000 - 2000
Skills
Program Management, Email Marketing, Market Research, Product Management, Brand Management, Competitive Analysis, Cross-functional Team..., Marketing Strategy, Strategy, Marketing, Organization &..., Sense Of Urgency, Multi Tasking, Project Management, Product Development, Integrated Marketing, Salesforce.com, Pricing, Sales, Account Management, Management, Training, B2B, Analysis, Strategic Planning, Process Improvement
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1994 — 1996
BS, Communications Major, Business Minor
Advance Auto Parts April 2010 - Present
Curian Capital October 2009 - April 2010
Staples Business Advantage July 2007 - May 2009
Shea Homes August 2002 - June 2007
IKON Office Solutions November 2000 - March 2002
Global Database Marketing 2000 - 2000
Skills
Program Management, Email Marketing, Market Research, Product Management, Brand Management, Competitive Analysis, Cross-functional Team..., Marketing Strategy, Strategy, Marketing, Organization &..., Sense Of Urgency, Multi Tasking, Project Management, Product Development, Integrated Marketing, Salesforce.com, Pricing, Sales, Account Management, Management, Training, B2B, Analysis, Strategic Planning, Process Improvement
Education
University of Phoenix 1999 — 2001
MBA, Business Administration
Arizona State University 1994 — 1996
BS, Communications Major, Business Minor
Stephanie Pothast Stephanie Pothast's Curian Capital Experience March 2013 - Present
Job National Sales Desk Coordinator at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2013 - Present
Jackson National Life May 2012 - March 2013
Brewers Supply Group April 2011 - May 2012
Platte River Bar and Grille July 2010 - October 2011
Colorado Senate January 2011 - May 2011
Chris Thompson and Coral Creek November 2010 - February 2011
It's Brothers April 2010 - August 2010
Buffalo Wild Wings October 2009 - June 2010
Skills
Customer Service, Public Relations, Microsoft Excel, Salesforce.com, Events Coordination, Metrics Reporting, Adobe Acrobat, New Hire Processes, Reporting & Analysis, Meeting Scheduling, WebEx, Morningstar, Sales, Microsoft Word, Assistant Work, Brainshark, Power Point, Data Validation, Citrix, Quote Preparation, Contractual Agreements, Clerical Skills, Restaurants, Receptionist Duties, Concur, Conference Rooms, PowerPoint, Public Speaking
Education
Colorado State University 2005 — 2009
Bachelor of Liberal Arts, Communication and Media Studies
Golden High School 2001 — 2005
Curian Capital March 2013 - Present
Jackson National Life May 2012 - March 2013
Brewers Supply Group April 2011 - May 2012
Platte River Bar and Grille July 2010 - October 2011
Colorado Senate January 2011 - May 2011
Chris Thompson and Coral Creek November 2010 - February 2011
It's Brothers April 2010 - August 2010
Buffalo Wild Wings October 2009 - June 2010
Skills
Customer Service, Public Relations, Microsoft Excel, Salesforce.com, Events Coordination, Metrics Reporting, Adobe Acrobat, New Hire Processes, Reporting & Analysis, Meeting Scheduling, WebEx, Morningstar, Sales, Microsoft Word, Assistant Work, Brainshark, Power Point, Data Validation, Citrix, Quote Preparation, Contractual Agreements, Clerical Skills, Restaurants, Receptionist Duties, Concur, Conference Rooms, PowerPoint, Public Speaking
Education
Colorado State University 2005 — 2009
Bachelor of Liberal Arts, Communication and Media Studies
Golden High School 2001 — 2005
Jake Norton's Curian Capital Experience December 2011 - September 2015
Job External Wholesaler at SEI
Industry Financial Services
Experience
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
Phillip Duckworth's Curian Capital Experience July 2014 - Present
Job Internal Wholesaler (New York City) Curian Capital
Industry Financial Services
Experience
Curian Capital July 2014 - Present
Tennessee Valley Authority January 2012 - September 2013
Jackson June 2013 - August 2013
Sigma Chi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Team Management, Microsoft Excel, Budgets, Portfolio Management, Marketing Communications, QuickBooks, Management, Analysis, Public Speaking, Asset Management
Education
Mississippi State University 2010 — 2014
Jackson Academy 2006 — 2010
Curian Capital July 2014 - Present
Tennessee Valley Authority January 2012 - September 2013
Jackson June 2013 - August 2013
Sigma Chi Fraternity November 2011 - November 2012
Merrill Lynch June 2012 - August 2012
Skills
Leadership, Team Management, Microsoft Excel, Budgets, Portfolio Management, Marketing Communications, QuickBooks, Management, Analysis, Public Speaking, Asset Management
Education
Mississippi State University 2010 — 2014
Jackson Academy 2006 — 2010
Nick Maus Nick Maus's Curian Capital Experience May 2013 - December 2013
Job Vice President, Research & Development
Industry Management Consulting
Experience
LeverSource March 2015 - Present
Jackson May 2014 - March 2015
Jackson January 2013 - May 2014
Curian Capital May 2013 - December 2013
Ferris State University August 2011 - May 2012
Ferris State University December 2008 - August 2011
Skills
Series 63, Microsoft Excel, Sales, Microsoft Office, Leadership, Insurance, Public Speaking, Time Management, Microsoft Word, Teamwork, PowerPoint, Management, Social Media, Event Planning, Social Networking, Marketing, Strategic Planning, Finance, Facebook, Investments
Education
Ferris State University 2008 — 2012
Bachelor of Arts (B.A.), History & Political Science, 3.5
Big Rapids High School 2004 — 2008
LeverSource March 2015 - Present
Jackson May 2014 - March 2015
Jackson January 2013 - May 2014
Curian Capital May 2013 - December 2013
Ferris State University August 2011 - May 2012
Ferris State University December 2008 - August 2011
Skills
Series 63, Microsoft Excel, Sales, Microsoft Office, Leadership, Insurance, Public Speaking, Time Management, Microsoft Word, Teamwork, PowerPoint, Management, Social Media, Event Planning, Social Networking, Marketing, Strategic Planning, Finance, Facebook, Investments
Education
Ferris State University 2008 — 2012
Bachelor of Arts (B.A.), History & Political Science, 3.5
Big Rapids High School 2004 — 2008
Grant Rondeau Grant Rondeau's Curian Capital Experience September 2011 - March 2012
Job Sales and Business Development Consultant
Industry Financial Services
Experience
Symetra Investment Services June 2012 - Present
Curian Capital September 2011 - March 2012
Curian Capital November 2010 - September 2011
Jackson National Life May 2008 - November 2010
Skills
Mutual Funds, Series 63, Series 6, Separately Managed..., Financial Advisory, Retirement Planning, Alternative Investments, Sales, Series 65, Salesforce.com, Sales Presentations, Series 24, CRM, series 7, retirement management..., Unified Managed Accounts, Microsoft Office, Territory..., Public Speaking, GoToMeeting, Webinars
Education
Idaho State University 2000 — 2005
Bachelor of Business Administration (BBA), Business management and finance
Symetra Investment Services June 2012 - Present
Curian Capital September 2011 - March 2012
Curian Capital November 2010 - September 2011
Jackson National Life May 2008 - November 2010
Skills
Mutual Funds, Series 63, Series 6, Separately Managed..., Financial Advisory, Retirement Planning, Alternative Investments, Sales, Series 65, Salesforce.com, Sales Presentations, Series 24, CRM, series 7, retirement management..., Unified Managed Accounts, Microsoft Office, Territory..., Public Speaking, GoToMeeting, Webinars
Education
Idaho State University 2000 — 2005
Bachelor of Business Administration (BBA), Business management and finance
Austin Barber Austin Barber's Curian Capital Experience December 2014 - Present
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital December 2014 - Present
Curian Capital October 2013 - December 2014
Curian Capital February 2013 - October 2013
Wilderness Place Lodge May 2012 - September 2012
Outdoor Services, Inc. September 2008 - May 2012
Minnequa Works Credit Union May 2007 - August 2007
Giovanni Clean May 2005 - August 2007
A&B Landscape Design April 2003 - September 2006
Skills
Financial Services
Education
Colorado State University 2007 — 2011
Economics/Business Administration, Economics
Curian Capital December 2014 - Present
Curian Capital October 2013 - December 2014
Curian Capital February 2013 - October 2013
Wilderness Place Lodge May 2012 - September 2012
Outdoor Services, Inc. September 2008 - May 2012
Minnequa Works Credit Union May 2007 - August 2007
Giovanni Clean May 2005 - August 2007
A&B Landscape Design April 2003 - September 2006
Skills
Financial Services
Education
Colorado State University 2007 — 2011
Economics/Business Administration, Economics
Marc van Rijssen Marc van Rijssen's Curian Capital Experience January 2003 - Present
Job Head Trader & Vice President at Curian Capital
Industry Financial Services
Experience
Curian Capital January 2003 - Present
Education
Hobart and William Smith Colleges 1991 — 1994
Bachelor of Arts (B.A.), Mathematics
Curian Capital January 2003 - Present
Education
Hobart and William Smith Colleges 1991 — 1994
Bachelor of Arts (B.A.), Mathematics
Chuck Bautista Chuck Bautista's Curian Capital Experience March 2003 - December 2011
Job Regional Vice President at Dreyfus Investments
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
Julie D'Anastasio Julie D'Anastasio's Curian Capital Experience January 2011 - March 2014
Job at Cetera Advisors, LLC
Industry Financial Services
Experience
Cetera Advisors LLC March 2014 - Present
Curian Capital January 2011 - March 2014
Ameriprise Financial Services, Inc. January 2008 - January 2011
Elder Automotive Group October 2004 - December 2007
Skills
Marketing, Negotiation, Event Management, Event Planning, Sales Management, Budgets, Leadership, Strategic Planning, Press Releases, Sales, Project Management, Management, Microsoft Excel, Customer Service, Training, Account Management, Strategy, Microsoft Office, CRM
Education
Oakland University 2002 — 2003
B.A, Communications
Oakland University
B.A, Communications
Saint Mary's College 1999 — 2002
Communications
CommunicationsSaint Mary's College
Cetera Advisors LLC March 2014 - Present
Curian Capital January 2011 - March 2014
Ameriprise Financial Services, Inc. January 2008 - January 2011
Elder Automotive Group October 2004 - December 2007
Skills
Marketing, Negotiation, Event Management, Event Planning, Sales Management, Budgets, Leadership, Strategic Planning, Press Releases, Sales, Project Management, Management, Microsoft Excel, Customer Service, Training, Account Management, Strategy, Microsoft Office, CRM
Education
Oakland University 2002 — 2003
B.A, Communications
Oakland University
B.A, Communications
Saint Mary's College 1999 — 2002
Communications
CommunicationsSaint Mary's College
Kevin Ramsier Kevin Ramsier's Curian Capital Experience October 2008 - February 2011
Job M&A Advisor & Entrepreneur
Industry Investment Banking
Experience
VESTICOR Advisors March 2014 - Present
Infinity Investment Partners March 2013 - Present
RESCON January 2014 - Present
SWAT Environmental January 2003 - Present
F-Squared Investments March 2014 - March 2015
SWAT Environmental May 2011 - September 2013
Curian Capital October 2008 - February 2011
Invesco Ltd. 1998 - 2008
Education
Ohio Wesleyan University 1990 — 1993
Bachelor of Arts (BA), Economics
VESTICOR Advisors March 2014 - Present
Infinity Investment Partners March 2013 - Present
RESCON January 2014 - Present
SWAT Environmental January 2003 - Present
F-Squared Investments March 2014 - March 2015
SWAT Environmental May 2011 - September 2013
Curian Capital October 2008 - February 2011
Invesco Ltd. 1998 - 2008
Education
Ohio Wesleyan University 1990 — 1993
Bachelor of Arts (BA), Economics
Timothy Schoeffler Timothy Schoeffler's Curian Capital Experience 2007 - 2010
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
CIC Wealth March 2010 - Present
Curian Capital 2007 - 2010
Allianz 2005 - 2007
Genworth Financial 2002 - 2005
OppenheimerFunds 1988 - 2000
Colonial Funds 1986 - 1988
Putnam Investments 1984 - 1985
EF Hutton 1981 - 1984
Merrill Lynch 1979 - 1981
Skills
Fixed Annuities, Certified Financial..., Wealth Management, Retirement Planning, Asset Managment, Investment Advisory, Series 7, Series 63, Personal Financial..., Asset Allocation
Education
Colgate University 1976 — 1979
BA, History
Georgetown University 2009 — 2010
Certificate in Financial Planning
Tulane University 1975 — 1976
Freshman Year, Liberal Arts
Deerfield Academy 1971 — 1975
High School Diploma
Monty Williams Monty Williams's Curian Capital Experience August 2014 - July 2015
Job Principal Consultant/Business Analyst at TIAACREF
Industry Financial Services
Experience
Enterprise Iron Financial Industry Solutions, Inc. July 2015 - Present
Curian Capital August 2014 - July 2015
SunGard April 2013 - July 2014
Fairbanks Scales April 2010 - August 2011
TIAA-CREF January 2007 - October 2009
GuideStone Financial Resources July 2000 - December 2006
Skills
Process Improvement, Negotiation, Business Process, Analysis, Microsoft Excel, Customer Service, Training, Insurance, Strategic Planning, Business Analysis, Business Requirements, Testing, Program Management, Vendor Management, Consulting, Change Management, Financial Services, Management, Leadership, Software Documentation
Education
Angelo State University 1997 — 2000
Business
Enterprise Iron Financial Industry Solutions, Inc. July 2015 - Present
Curian Capital August 2014 - July 2015
SunGard April 2013 - July 2014
Fairbanks Scales April 2010 - August 2011
TIAA-CREF January 2007 - October 2009
GuideStone Financial Resources July 2000 - December 2006
Skills
Process Improvement, Negotiation, Business Process, Analysis, Microsoft Excel, Customer Service, Training, Insurance, Strategic Planning, Business Analysis, Business Requirements, Testing, Program Management, Vendor Management, Consulting, Change Management, Financial Services, Management, Leadership, Software Documentation
Education
Angelo State University 1997 — 2000
Business
Wilfred Lopez's Curian Capital Experience June 2003 - December 2007
Job Retirement Advisory Channel Manager at ePlan Services, Inc.
Industry Financial Services
Experience
MDS Energy Development, LLC May 2015 - October 2015
Personal Capital November 2014 - March 2015
Transamerica January 2009 - October 2014
US Bank August 2008 - January 2009
Clark Capital Management Group January 2008 - June 2008
Curian Capital June 2003 - December 2007
TIAA-CREF February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc. September 1995 - June 1996
Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management
Education
University of Denver - Daniels College of Business 2001 — 2003
M.B.A., General Business
New York University - Polytechnic School of Engineering 1989 — 1995
B.S., Mechanical Engineering
MDS Energy Development, LLC May 2015 - October 2015
Personal Capital November 2014 - March 2015
Transamerica January 2009 - October 2014
US Bank August 2008 - January 2009
Clark Capital Management Group January 2008 - June 2008
Curian Capital June 2003 - December 2007
TIAA-CREF February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc. September 1995 - June 1996
Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management
Education
University of Denver - Daniels College of Business 2001 — 2003
M.B.A., General Business
New York University - Polytechnic School of Engineering 1989 — 1995
B.S., Mechanical Engineering
Fitz Fisher Fitz Fisher's Curian Capital Experience 2004 - 2005
Job EVP at LPL Financial
Industry Financial Services
Experience
LPL Financial 2007 - Present
Pacific Life - Associated Securities Corporation 2005 - 2007
Curian Capital 2004 - 2005
Trust Company of America 2000 - 2002
ING 1995 - 2000
University of Phoenix 1995 - 2000
FisherLabbe, Inc. 1984 - 1995
Denver Public Schools 1980 - 1984
Corunna Public Schools 1979 - 1980
Skills
Financial Services, Information Technology, Technology Risk, Program Management, Project Management, Higher Education, Education
Education
Harvard Business School 2000 — 2001
AMP, Advanced Management Program
University of Colorado at Denver 1989 — 1993
Master of Business Administration (MBA), International Business
Central Michigan University 1974 — 1979
Bachelor of Science (BS), Biology/Computer Science/Secondary Education Certification
LPL Financial 2007 - Present
Pacific Life - Associated Securities Corporation 2005 - 2007
Curian Capital 2004 - 2005
Trust Company of America 2000 - 2002
ING 1995 - 2000
University of Phoenix 1995 - 2000
FisherLabbe, Inc. 1984 - 1995
Denver Public Schools 1980 - 1984
Corunna Public Schools 1979 - 1980
Skills
Financial Services, Information Technology, Technology Risk, Program Management, Project Management, Higher Education, Education
Education
Harvard Business School 2000 — 2001
AMP, Advanced Management Program
University of Colorado at Denver 1989 — 1993
Master of Business Administration (MBA), International Business
Central Michigan University 1974 — 1979
Bachelor of Science (BS), Biology/Computer Science/Secondary Education Certification
Ben Slater, CFS®'s Curian Capital Experience May 2010 - March 2013
Job Regional Director
Industry Financial Services
Experience
Loring Ward July 2014 - Present
National Planning Corporation (NPC) March 2013 - June 2014
Curian Capital May 2010 - March 2013
Northwestern Mutual January 2007 - May 2010
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Securities, Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 6, Asset Managment, Asset Allocation, Fixed Annuities, 401k, Financial Advisory, Separately Managed..., ETFs, Equities, Asset Management, Business Development, Sales, Finance, Investment Strategies, Portfolio Management, Series 24, Series 65, Uniform Combined State..., Model Portfolios
Education
Colorado State University 1998 — 2002
BS Industrial Technology Management Minor in Economics, Applied Human Sciences
Glenwood High School 1994 — 1997
Loring Ward July 2014 - Present
National Planning Corporation (NPC) March 2013 - June 2014
Curian Capital May 2010 - March 2013
Northwestern Mutual January 2007 - May 2010
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Securities, Investment Advisory, Retirement Planning, Wealth Management, Investments, Series 6, Asset Managment, Asset Allocation, Fixed Annuities, 401k, Financial Advisory, Separately Managed..., ETFs, Equities, Asset Management, Business Development, Sales, Finance, Investment Strategies, Portfolio Management, Series 24, Series 65, Uniform Combined State..., Model Portfolios
Education
Colorado State University 1998 — 2002
BS Industrial Technology Management Minor in Economics, Applied Human Sciences
Glenwood High School 1994 — 1997
Kelly Mitchell, Jr. Kelly Mitchell, Jr.'s Curian Capital Experience September 2010 - December 2012
Job Healthcare Sales Executive at Empire Blue Cross Blue Shield
Industry Insurance
Experience
Empire Blue Cross Blue Shield December 2012 - Present
Greater Albany, NY September 2012 - Present
Curian Capital September 2010 - December 2012
Education
Colorado State University-Pueblo 1976 — 1980
Bachelor of Science (BS), Business Management
Empire Blue Cross Blue Shield December 2012 - Present
Greater Albany, NY September 2012 - Present
Curian Capital September 2010 - December 2012
Education
Colorado State University-Pueblo 1976 — 1980
Bachelor of Science (BS), Business Management
Dianne Calhoun - Instructional or Web Design's Curian Capital Experience September 2005 - March 2007
Job Learning Management System Administrator at An Insurance Company
Industry E-Learning
Experience
An Insurance Company November 2014 - Present
Designbydi.com, LLC April 2003 - Present
An Insurance Company January 2012 - November 2014
First Tennessee Bank National Association December 2009 - January 2012
Sumaria Networks, LLC October 2009 - December 2009
Lockheed Martin Space Systems Company April 2009 - October 2009
Sumaria Networks, LLC February 2009 - April 2009
Consultant at The TriZetto Group November 2008 - December 2008
CIGNA Healthcare March 2007 - October 2008
Curian Capital September 2005 - March 2007
Skills
Flash, Lectora, Captivate, Adobe Creative Suite, Photoshop, Fireworks, Dreamweaver, Microsoft Office, HTML + CSS, Instructional Design, ILT, WBT, Web Design, Web Development, Training &..., Technical Training, Online Training, WebEx, Training Assessment, Program Evaluation, Adult Education, Performance Improvement, MS Project, Project Planning, Job Aids, Visio, Web Authoring, Graphic Design, Mentoring, Social Media, Training Presentations, Technical Writing, Banking, Curriculum Development, User Interface Design, Knowledge Management, Social Networking, SharePoint, SharePoint Designer, Singing, Training, E-Learning, Adobe Fireworks, Software Documentation, HTML, Instructor-led Training, Needs Analysis, Employee Training, Learning Management, Project Management
Education
Capella University 2011 — 2013
Professional Courses, Education with specialty in Training and Perf Improvement, 4.0
University of Colorado Denver 2003 — 2006
Master of Arts, Information and Learning Technologies
University of Denver 2000 — 2003
Master of Arts, Computer Information Systems
University of Denver 1996 — 2000
Bachelor of Arts, Applied Computing
An Insurance Company November 2014 - Present
Designbydi.com, LLC April 2003 - Present
An Insurance Company January 2012 - November 2014
First Tennessee Bank National Association December 2009 - January 2012
Sumaria Networks, LLC October 2009 - December 2009
Lockheed Martin Space Systems Company April 2009 - October 2009
Sumaria Networks, LLC February 2009 - April 2009
Consultant at The TriZetto Group November 2008 - December 2008
CIGNA Healthcare March 2007 - October 2008
Curian Capital September 2005 - March 2007
Skills
Flash, Lectora, Captivate, Adobe Creative Suite, Photoshop, Fireworks, Dreamweaver, Microsoft Office, HTML + CSS, Instructional Design, ILT, WBT, Web Design, Web Development, Training &..., Technical Training, Online Training, WebEx, Training Assessment, Program Evaluation, Adult Education, Performance Improvement, MS Project, Project Planning, Job Aids, Visio, Web Authoring, Graphic Design, Mentoring, Social Media, Training Presentations, Technical Writing, Banking, Curriculum Development, User Interface Design, Knowledge Management, Social Networking, SharePoint, SharePoint Designer, Singing, Training, E-Learning, Adobe Fireworks, Software Documentation, HTML, Instructor-led Training, Needs Analysis, Employee Training, Learning Management, Project Management
Education
Capella University 2011 — 2013
Professional Courses, Education with specialty in Training and Perf Improvement, 4.0
University of Colorado Denver 2003 — 2006
Master of Arts, Information and Learning Technologies
University of Denver 2000 — 2003
Master of Arts, Computer Information Systems
University of Denver 1996 — 2000
Bachelor of Arts, Applied Computing
Blake Watson Blake Watson's Curian Capital Experience October 2013 - Present
Job Internal Regional Business Consultant at Curian Capital
Industry Investment Management
Experience
Curian Capital October 2013 - Present
Wells Fargo Advisors April 2013 - October 2013
Merrill Lynch January 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Microsoft Word, Teamwork, Customer Service, Investments, Bloomberg, Economics, Social Media, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Research, Valuation, Public Speaking, Corporate Finance, English, Java, C++, Series 63, Series 65, Portfolio Management, Stock Market
Education
Cameron University 2006 — 2010
Batchelors in Business Adminstration
Curian Capital October 2013 - Present
Wells Fargo Advisors April 2013 - October 2013
Merrill Lynch January 2011 - March 2013
Skills
Financial Analysis, Financial Modeling, Investment Strategies, Microsoft Word, Teamwork, Customer Service, Investments, Bloomberg, Economics, Social Media, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Research, Valuation, Public Speaking, Corporate Finance, English, Java, C++, Series 63, Series 65, Portfolio Management, Stock Market
Education
Cameron University 2006 — 2010
Batchelors in Business Adminstration
Jeff Mount Jeff Mount's Curian Capital Experience January 2008 - December 2014
Job Regional Vice President at Advisors Capital Management Providing a depth of resources to your advisory practice
Industry Financial Services
Experience
Advisors Capital Management January 2015 - Present
Curian Capital January 2008 - December 2014
MetLife Investors 2004 - 2007
Putnam Allstate 2001 - 2004
John Hancock / Manulife / Wood Logan 1998 - 2001
Skills
Sales coach, Client Communications, Sales, Financial Services, Leadership, Training, Marketing, Series 7, Investments, Management, Recruiting, Retirement Planning, Coaching, Selling, Sales Operations, Social Media Marketing, Strategy, Insurance, Customer Service, Employee Benefits, Separately Managed..., Mutual Funds, Series 63, Financial Advisory, 401k, Series 6, Wealth Management, Financial Planning
Education
Ferris State University 1987 — 1990
Business Administration, Professional Tennis Management
Longwood University 1985 — 1986
Business
Advisors Capital Management January 2015 - Present
Curian Capital January 2008 - December 2014
MetLife Investors 2004 - 2007
Putnam Allstate 2001 - 2004
John Hancock / Manulife / Wood Logan 1998 - 2001
Skills
Sales coach, Client Communications, Sales, Financial Services, Leadership, Training, Marketing, Series 7, Investments, Management, Recruiting, Retirement Planning, Coaching, Selling, Sales Operations, Social Media Marketing, Strategy, Insurance, Customer Service, Employee Benefits, Separately Managed..., Mutual Funds, Series 63, Financial Advisory, 401k, Series 6, Wealth Management, Financial Planning
Education
Ferris State University 1987 — 1990
Business Administration, Professional Tennis Management
Longwood University 1985 — 1986
Business
Jenna Naldrett's Curian Capital Experience January 2014 - Present
Job New Account Specialist at Curian Capital
Industry Retail
Experience
Curian Capital January 2014 - Present
Trinity Monitoring February 2012 - November 2013
Gap Inc. May 2011 - May 2012
George Mason University January 2008 - May 2009
Old Dominion University 2008 - 2009
Michaels Stores, Inc. September 2007 - August 2008
Skills
Inventory Management, Customer Relations, Telephone Support
Education
George Mason University 2009 — 2011
Bachelor of Arts, Psychology, History
Old Dominion University 2008 — 2009
N/A, Psychology
Curian Capital January 2014 - Present
Trinity Monitoring February 2012 - November 2013
Gap Inc. May 2011 - May 2012
George Mason University January 2008 - May 2009
Old Dominion University 2008 - 2009
Michaels Stores, Inc. September 2007 - August 2008
Skills
Inventory Management, Customer Relations, Telephone Support
Education
George Mason University 2009 — 2011
Bachelor of Arts, Psychology, History
Old Dominion University 2008 — 2009
N/A, Psychology
Matt Mabry's Curian Capital Experience March 2015 - Present
Job Financial Services
Industry Financial Services
Experience
Curian Capital March 2015 - Present
Curian Capital August 2014 - March 2015
MOUNTAIN, LTD. March 2013 - August 2014
Skills
Merchandising, Inventory Management, Customer Service, Sales, Customer Satisfaction, Time Management, Retail, Teamwork, Microsoft Office, Microsoft Excel, Facebook, Social Media, PowerPoint, Microsoft Word, Food Service
Education
Colorado State University 2009 — 2014
Bachelor of Business Administration (BBA), Financial Planning
Curian Capital March 2015 - Present
Curian Capital August 2014 - March 2015
MOUNTAIN, LTD. March 2013 - August 2014
Skills
Merchandising, Inventory Management, Customer Service, Sales, Customer Satisfaction, Time Management, Retail, Teamwork, Microsoft Office, Microsoft Excel, Facebook, Social Media, PowerPoint, Microsoft Word, Food Service
Education
Colorado State University 2009 — 2014
Bachelor of Business Administration (BBA), Financial Planning
Daniel Librizzi, CFP®, AIF® Daniel Librizzi, CFP®, AIF®'s Curian Capital Experience March 2008 - August 2010
Job Financial Planning Team at The Capital Management Group of New York
Industry Financial Services
Experience
The Capital Management Group of New York June 2014 - Present
AXA Advisors August 2010 - June 2014
Curian Capital March 2008 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Series 24
Education
State University of New York at Binghamton 1992 — 1996
Bachelors of Science Economics, Statistical Economics
The Capital Management Group of New York June 2014 - Present
AXA Advisors August 2010 - June 2014
Curian Capital March 2008 - August 2010
Skills
Series 7, Mutual Funds, Series 63, Series 24
Education
State University of New York at Binghamton 1992 — 1996
Bachelors of Science Economics, Statistical Economics
Jeff Emmett Jeff Emmett's Curian Capital Experience April 2013 - Present
Job Business Analyst at Curian Capital
Industry Financial Services
Experience
Curian Capital April 2013 - Present
Curian Capital April 2012 - April 2013
Curian Capital, LLC December 2008 - April 2012
Curian Capital August 2005 - December 2008
Curian Capital February 2002 - August 2005
Jackson National Life February 2001 - February 2002
Jackson National Life April 1989 - February 2001
Skills
MS Project, Visio, Mutual Funds, Equities, Fixed Annuities, Business Analysis, Process Improvement, Project Management, Life Insurance, Microsoft Office, Data Analysis, Team Leadership, Cross-functional Team..., Microsoft Excel, Outlook, Financial Services, SDLC, Banking, Product Management, Software Documentation, ETFs, Competitive Analysis
Education
The Art Institute of Colorado 2012 — 2015
Web Design and Interactive Media
Lansing Community College 1989 — 2005
General Associates Degree, General
Michigan State University 2001 — 2002
N/A, Computer Science
Everett High School 1983 — 1988
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Curian Capital April 2013 - Present
Curian Capital April 2012 - April 2013
Curian Capital, LLC December 2008 - April 2012
Curian Capital August 2005 - December 2008
Curian Capital February 2002 - August 2005
Jackson National Life February 2001 - February 2002
Jackson National Life April 1989 - February 2001
Skills
MS Project, Visio, Mutual Funds, Equities, Fixed Annuities, Business Analysis, Process Improvement, Project Management, Life Insurance, Microsoft Office, Data Analysis, Team Leadership, Cross-functional Team..., Microsoft Excel, Outlook, Financial Services, SDLC, Banking, Product Management, Software Documentation, ETFs, Competitive Analysis
Education
The Art Institute of Colorado 2012 — 2015
Web Design and Interactive Media
Lansing Community College 1989 — 2005
General Associates Degree, General
Michigan State University 2001 — 2002
N/A, Computer Science
Everett High School 1983 — 1988
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Andrew Draluck Andrew Draluck's Curian Capital Experience 2002 - 2009
Job Great Western Investments & Insurance
Industry Investment Management
Experience
Great Western Bank October 2014 - Present
eMoney Advisor February 2013 - May 2014
Wells Fargo Advisors, LLC October 2011 - February 2013
Advisors Asset Management, Inc. 2010 - April 2011
Curian Capital 2002 - 2009
ING Funds 1999 - 2001
J&W Seligman 1993 - 1998
Skills
Structured Products, Series 63, Financial Services, Asset Allocation, Sales, Fixed Annuities, Alternative Investments, Mutual Funds, Leadership, Series 7, Investments, Separately Managed..., Training, Financial Advisory, Securities, ETFs, Series 65, Sales Management, Management, Sales Operations, Marketing Strategy, Insurance, Wealth Management, Retirement Planning
Education
Florida Atlantic University 1989 — 1991
BBA, Finance
Marlboro High School 1982 — 1986
High School Diploma, Academic
Great Western Bank October 2014 - Present
eMoney Advisor February 2013 - May 2014
Wells Fargo Advisors, LLC October 2011 - February 2013
Advisors Asset Management, Inc. 2010 - April 2011
Curian Capital 2002 - 2009
ING Funds 1999 - 2001
J&W Seligman 1993 - 1998
Skills
Structured Products, Series 63, Financial Services, Asset Allocation, Sales, Fixed Annuities, Alternative Investments, Mutual Funds, Leadership, Series 7, Investments, Separately Managed..., Training, Financial Advisory, Securities, ETFs, Series 65, Sales Management, Management, Sales Operations, Marketing Strategy, Insurance, Wealth Management, Retirement Planning
Education
Florida Atlantic University 1989 — 1991
BBA, Finance
Marlboro High School 1982 — 1986
High School Diploma, Academic
Glenn Dorsey, CFA Glenn Dorsey, CFA's Curian Capital Experience March 2013 - Present
Job Vice President, Client Portfolio Manager, Head of Private Wealth Management, Head of Advisor Services at Curian Capital
Industry Investment Management
Experience
Curian Capital March 2013 - Present
Hudson Canyon Investment Counselors LLC September 2012 - March 2013
American Independence Financial Services January 2009 - September 2012
Reveille Asset Management July 2006 - January 2009
Jamison Prince Asset Management December 2004 - July 2006
Lyon, Stubbs & Tompkins, Inc. 1994 - 2005
Mitchell Hutchins 1990 - 1994
Bankers Trust Company (now Deutsche Bank) 1986 - 1989
Hamilton & Company 1985 - 1986
Skills
CFA, Series 7, Series 63, Series 65, Portfolio Management, client portfolio manager, Product Specialists, manager due diligence, Fixed Income, Equities, Mutual Funds, Trading, Alternative Investments, Asset Allocation, Investments, Asset Management, Derivatives, ETFs, Bloomberg, Global Macro, Wealth Management
Education
Rider University 1982 — 1986
BS, Accouning/Finance
Curian Capital March 2013 - Present
Hudson Canyon Investment Counselors LLC September 2012 - March 2013
American Independence Financial Services January 2009 - September 2012
Reveille Asset Management July 2006 - January 2009
Jamison Prince Asset Management December 2004 - July 2006
Lyon, Stubbs & Tompkins, Inc. 1994 - 2005
Mitchell Hutchins 1990 - 1994
Bankers Trust Company (now Deutsche Bank) 1986 - 1989
Hamilton & Company 1985 - 1986
Skills
CFA, Series 7, Series 63, Series 65, Portfolio Management, client portfolio manager, Product Specialists, manager due diligence, Fixed Income, Equities, Mutual Funds, Trading, Alternative Investments, Asset Allocation, Investments, Asset Management, Derivatives, ETFs, Bloomberg, Global Macro, Wealth Management
Education
Rider University 1982 — 1986
BS, Accouning/Finance
Ed Rodgers's Curian Capital Experience November 2013 - Present
Job Marketing and Product Leader Expertise in Strategy, Innovation and Digital Transformation
Industry Marketing and Advertising
Experience
Curian Capital November 2013 - Present
Dex Media January 2010 - September 2013
Dex Media 2002 - 2009
Qwest Dex 1999 - 2002
Arizona Snowbowl 1997 - 1999
Edelman Worldwide 1995 - 1997
Skills
Strategic Planning, Product Development, Product Marketing, Marketing, Digital Marketing, Public Speaking, Pricing Strategy, Vendor Management, Vendor Relationships, Scrum, Agile Project Management, Product Management, Product Design, Product Strategies, Product Planning, Product Launch, Product Cost Analysis, Pragmatic Marketing..., Creativity, Vendor Contracts, Team Leadership, Simplifying the Complex, Cross-functional Team..., Management, Team Management, Agile Methodologies, Training Delivery, Written & Oral..., Market Research, E-commerce, Sales Management, B2B, Go-to-market Strategy, Lead Generation, Analytics, Marketing Strategy, Strategy, SEM, Program Management, Online Advertising, Email Marketing, Digital Strategy, Online Marketing, Leadership, Integrated Marketing
Education
Saint Leo University 2013 — 2015
MBA
Arizona State University 1991 — 1995
BA, History
Council Rock High School
Newtown, PA
Curian Capital November 2013 - Present
Dex Media January 2010 - September 2013
Dex Media 2002 - 2009
Qwest Dex 1999 - 2002
Arizona Snowbowl 1997 - 1999
Edelman Worldwide 1995 - 1997
Skills
Strategic Planning, Product Development, Product Marketing, Marketing, Digital Marketing, Public Speaking, Pricing Strategy, Vendor Management, Vendor Relationships, Scrum, Agile Project Management, Product Management, Product Design, Product Strategies, Product Planning, Product Launch, Product Cost Analysis, Pragmatic Marketing..., Creativity, Vendor Contracts, Team Leadership, Simplifying the Complex, Cross-functional Team..., Management, Team Management, Agile Methodologies, Training Delivery, Written & Oral..., Market Research, E-commerce, Sales Management, B2B, Go-to-market Strategy, Lead Generation, Analytics, Marketing Strategy, Strategy, SEM, Program Management, Online Advertising, Email Marketing, Digital Strategy, Online Marketing, Leadership, Integrated Marketing
Education
Saint Leo University 2013 — 2015
MBA
Arizona State University 1991 — 1995
BA, History
Council Rock High School
Newtown, PA
Steve Prew Steve Prew's Curian Capital Experience July 2004 - May 2005
Job AVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Mark Schoenbeck, CFP®'s Curian Capital Experience January 2011 - Present
Job
Industry Financial Services
Experience
Curian Capital January 2011 - Present
Skills
Financial Services, Series 7, Wealth Management, Mutual Funds, Investments, Series 63, Marketing Strategy, Investment Advisory, Business Strategy, Finance, Public Speaking, Series 24, Retirement, Fixed Annuities, Financial Advisory, Insurance, Small Business, Marketing, Asset Allocation, Series 6, Series 65, ETFs, Securities, Published Author, Data Visualization, Storytelling, Retirement Planning, Separately Managed..., Strategic Financial..., Asset Management
Education
California Lutheran University 1992 — 1996
BS
Curian Capital January 2011 - Present
Skills
Financial Services, Series 7, Wealth Management, Mutual Funds, Investments, Series 63, Marketing Strategy, Investment Advisory, Business Strategy, Finance, Public Speaking, Series 24, Retirement, Fixed Annuities, Financial Advisory, Insurance, Small Business, Marketing, Asset Allocation, Series 6, Series 65, ETFs, Securities, Published Author, Data Visualization, Storytelling, Retirement Planning, Separately Managed..., Strategic Financial..., Asset Management
Education
California Lutheran University 1992 — 1996
BS
Jennifer (Muller) Ogden's Curian Capital Experience March 2015 - Present
Job Director, Financial Analysis at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2015 - Present
Curian Capital May 2014 - March 2015
First Data Corporation December 2010 - May 2014
First Data Corporation October 2008 - December 2010
Hudson September 2007 - September 2008
Resources Global Professionals August 2006 - September 2007
The David Lewis Company May 2005 - July 2006
BT Infonet July 2001 - May 2005
Sony Pictures Entertainment December 1999 - July 2001
Paramount Pictures January 1998 - December 1999
Skills
Strategic Planning, Financial Modeling, Forecasting, Financial Analysis, Managerial Finance, Budgets, Mergers & Acquisitions, Analysis, Finance, Sarbanes-Oxley Act, Financial Reporting, Strategy, Business Analysis, Strategic Financial..., Business Planning, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2002
MBA
Eckerd College 1993 — 1995
Bachelor of Arts
Miami-Dade Community College 1990 — 1993
Associate in Arts
Curian Capital March 2015 - Present
Curian Capital May 2014 - March 2015
First Data Corporation December 2010 - May 2014
First Data Corporation October 2008 - December 2010
Hudson September 2007 - September 2008
Resources Global Professionals August 2006 - September 2007
The David Lewis Company May 2005 - July 2006
BT Infonet July 2001 - May 2005
Sony Pictures Entertainment December 1999 - July 2001
Paramount Pictures January 1998 - December 1999
Skills
Strategic Planning, Financial Modeling, Forecasting, Financial Analysis, Managerial Finance, Budgets, Mergers & Acquisitions, Analysis, Finance, Sarbanes-Oxley Act, Financial Reporting, Strategy, Business Analysis, Strategic Financial..., Business Planning, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2002
MBA
Eckerd College 1993 — 1995
Bachelor of Arts
Miami-Dade Community College 1990 — 1993
Associate in Arts
Ben Keith's Curian Capital Experience December 2010 - March 2015
Job Regional Director of Sales at Granite Retirement Services
Industry Financial Services
Experience
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Granite Retirement Services April 2015 - Present
Curian Capital December 2010 - March 2015
Music City Business Solutions, Inc. 2010 - January 2011
Principal Financial Group January 2008 - June 2009
Synergy Investment Group 2006 - 2008
Ameriprise Financial 2004 - 2006
Skills
Retirement Planning, Series 7, Investments, Training, Financial Advisory, Mutual Funds, Alternative Investments, Strategic Financial..., Retirement, Asset Management, 401k, Series 63, Sales, FINRA, Portfolio Management, Financial Services, Employee Benefits, Securities, Series 24, Finance, Management, Financial Planning
Education
Belmont University 1997 — 2001
Bachelor of Business Administration (BBA)
Molly Courtney's Curian Capital Experience May 2005 - December 2007
Job Executive Assistant
Industry Financial Services
Experience
McCarthy Capital Corporation July 2012 - Present
KKR January 2008 - January 2010
Curian Capital May 2005 - December 2007
Omaha World Herald 2003 - 2005
Skills
Series 7, Social Media, Public Speaking, Sales, Salesforce.com, Event Planning, Marketing, Mutual Funds, Copywriting, Customer Service, Marketing Communications, Marketing Strategy
Education
Nebraska Wesleyan University 1999 — 2003
Bachelors, Business/Corporate Communications
McCarthy Capital Corporation July 2012 - Present
KKR January 2008 - January 2010
Curian Capital May 2005 - December 2007
Omaha World Herald 2003 - 2005
Skills
Series 7, Social Media, Public Speaking, Sales, Salesforce.com, Event Planning, Marketing, Mutual Funds, Copywriting, Customer Service, Marketing Communications, Marketing Strategy
Education
Nebraska Wesleyan University 1999 — 2003
Bachelors, Business/Corporate Communications
Derek Zachmann's Curian Capital Experience November 2002 - December 2012
Job Strategic Accounts Sales Manager at AssetMark
Industry Financial Services
Experience
AssetMark July 2015 - Present
Four26 Partners LLC January 2013 - Present
Curian Capital November 2002 - December 2012
Berger Financial Group September 2001 - October 2002
Charles Schwab March 2000 - June 2001
Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups
Education
University of Colorado Denver
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver
Bachelor of Science (B.S.), Management
AssetMark July 2015 - Present
Four26 Partners LLC January 2013 - Present
Curian Capital November 2002 - December 2012
Berger Financial Group September 2001 - October 2002
Charles Schwab March 2000 - June 2001
Skills
Investments, Marketing, Investment Advisory, New Business Development, Relationship Management, Business Planning, Strategic Financial..., Strategy, Start-ups
Education
University of Colorado Denver
Master of Business Administration (M.B.A.)
Metropolitan State College of Denver
Bachelor of Science (B.S.), Management
Sarah Behnke's Curian Capital Experience February 2011 - October 2014
Job Social Media Manager at Jackson
Industry Financial Services
Experience
Jackson October 2014 - Present
Curian Capital February 2011 - October 2014
Jackson National Life January 2001 - February 2011
Skills
Marketing Communications, Marketing, Social Media, Microsoft Office, Email Marketing, Press Releases, Brand Development, Strategic Planning, Editing, Copywriting, Project Management, Digital Marketing, Strategic Communications, Direct Marketing, Social Media Marketing, Online Marketing, Internal Communications, Corporate Communications, Public Relations
Education
University of Denver 2008 — 2011
Master's, Organizational & Professional Communication
Michigan State University 1996 — 2000
Bachelor's degree, English
Jackson October 2014 - Present
Curian Capital February 2011 - October 2014
Jackson National Life January 2001 - February 2011
Skills
Marketing Communications, Marketing, Social Media, Microsoft Office, Email Marketing, Press Releases, Brand Development, Strategic Planning, Editing, Copywriting, Project Management, Digital Marketing, Strategic Communications, Direct Marketing, Social Media Marketing, Online Marketing, Internal Communications, Corporate Communications, Public Relations
Education
University of Denver 2008 — 2011
Master's, Organizational & Professional Communication
Michigan State University 1996 — 2000
Bachelor's degree, English
Andrew DiJohn's Curian Capital Experience November 2014 - Present
Job
Industry Financial Services
Experience
Curian Capital November 2014 - Present
Curian Capital February 2013 - November 2014
Thornburg Investment Management January 2011 - November 2012
Janney Montgomery Scott April 2009 - October 2010
University of New Hampshire September 2007 - April 2009
Janney Montgomery Scott December 2006 - October 2007
Janney Montgomery Scott January 2005 - December 2006
Janney Montgomery Scott December 2002 - January 2005
Janney Montgomery Scott April 2000 - December 2002
Janney Montgomery Scott April 1998 - April 2000
Skills
Mutual Funds, Wealth Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Advisory
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA
Franklin & Marshall College 1992 — 1996
Curian Capital November 2014 - Present
Curian Capital February 2013 - November 2014
Thornburg Investment Management January 2011 - November 2012
Janney Montgomery Scott April 2009 - October 2010
University of New Hampshire September 2007 - April 2009
Janney Montgomery Scott December 2006 - October 2007
Janney Montgomery Scott January 2005 - December 2006
Janney Montgomery Scott December 2002 - January 2005
Janney Montgomery Scott April 2000 - December 2002
Janney Montgomery Scott April 1998 - April 2000
Skills
Mutual Funds, Wealth Management, Financial Markets, Portfolio Management, Alternative Investments, Investment Advisory
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 2007 — 2009
MBA
Franklin & Marshall College 1992 — 1996
Brian Munson's Curian Capital Experience March 2003 - June 2007
Job Thornburg Investment Management
Industry Investment Management
Experience
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Thornburg Investment Management November 2013 - Present
American Funds June 2007 - November 2013
Curian Capital March 2003 - June 2007
Putnam Investments 1995 - 2003
Colonial Mutual Funds 1994 - 1995
Skills
Consultative Approach, Public Speaking, Separately Managed..., Mentoring, Writing, Series 7, Series 65, Series 63, Series 24, Investments, Portfolio Management, Asset Management
Education
Hamilton College 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Weston High School 1985 — 1989
Jeff Mount's Curian Capital Experience January 2008 - Present
Job Senior Regional Business Consultant
Industry Financial Services
Experience
Curian Capital January 2008 - Present
MetLife Investors September 2004 - December 2007
Education
Ferris State University 1987 — 1990
Curian Capital January 2008 - Present
MetLife Investors September 2004 - December 2007
Education
Ferris State University 1987 — 1990
Holt Fogarty's Curian Capital Experience February 2007 - August 2015
Job Regional Business Consultant at James Alpha Management
Industry Investment Management
Experience
James Alpha Management September 2015 - Present
Curian Capital February 2007 - August 2015
Curian Capital/Jackson National Life February 2003 - January 2007
CIBC World Markets June 2001 - December 2002
Skills
Mutual Funds, Series 63, Series 7, Series 65, Separately Managed..., ETFs, Alternative Investments, CFS, Asset Managment, Fixed Annuities, Banking, Asset Management, Retirement Planning, Wealth Management, 401k, Uniform Combined State..., Investments, Investment Advisory, Securities, Retirement, Financial Advisory
Education
Marist College 1997 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
Marist College 1997 — 2000
Certificate of Art & Design, Commercial and Advertising Art
James Alpha Management September 2015 - Present
Curian Capital February 2007 - August 2015
Curian Capital/Jackson National Life February 2003 - January 2007
CIBC World Markets June 2001 - December 2002
Skills
Mutual Funds, Series 63, Series 7, Series 65, Separately Managed..., ETFs, Alternative Investments, CFS, Asset Managment, Fixed Annuities, Banking, Asset Management, Retirement Planning, Wealth Management, 401k, Uniform Combined State..., Investments, Investment Advisory, Securities, Retirement, Financial Advisory
Education
Marist College 1997 — 2000
Bachelor of Science (B.S.), Business/Managerial Economics
Marist College 1997 — 2000
Certificate of Art & Design, Commercial and Advertising Art
Sergei Vassilenko's Curian Capital Experience February 2007 - March 2009
Job Financial Consultant
Industry Financial Services
Experience
Investment Services Co April 2009 - Present
Curian Capital February 2007 - March 2009
Curian Capital May 2003 - January 2007
Capital Investment Management October 2001 - March 2003
Education
University of Wyoming 1994 — 1996
MBA
Gubkin Russian State University of Oil and Gas 1989 — 1994
BS Engineering
Investment Services Co April 2009 - Present
Curian Capital February 2007 - March 2009
Curian Capital May 2003 - January 2007
Capital Investment Management October 2001 - March 2003
Education
University of Wyoming 1994 — 1996
MBA
Gubkin Russian State University of Oil and Gas 1989 — 1994
BS Engineering
Bryan Bruce's Curian Capital Experience December 2005 - October 2012
Job Eastern Divisional Sales Manager at Flexible Plan Investments, Ltd.
Industry Financial Services
Experience
Flexible Plan Investments, Ltd. March 2015 - Present
Flexible Plan Investments, Ltd. January 2014 - Present
Rising Sun Investment Services October 2012 - July 2013
Curian Capital December 2005 - October 2012
The Guardian Life Insurance Company of America May 2004 - November 2005
Banc One Securities November 2003 - May 2004
Lincoln Financial Distributors June 2001 - September 2003
American Skandia May 1998 - June 2001
Sierra Trust Funds August 1995 - March 1998
The Colonial Group May 1987 - August 1995
Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services
Education
Metropolitan State University of Denver 1981 — 1985
Sheridan High School 1978 — 1981
Flexible Plan Investments, Ltd. March 2015 - Present
Flexible Plan Investments, Ltd. January 2014 - Present
Rising Sun Investment Services October 2012 - July 2013
Curian Capital December 2005 - October 2012
The Guardian Life Insurance Company of America May 2004 - November 2005
Banc One Securities November 2003 - May 2004
Lincoln Financial Distributors June 2001 - September 2003
American Skandia May 1998 - June 2001
Sierra Trust Funds August 1995 - March 1998
The Colonial Group May 1987 - August 1995
Skills
Wholesaling, Series 63, Series 7, Separately Managed..., Mutual Funds, Investment Advisory, Retirement Planning, Securities, Wealth Management, Asset Management, Investments, Alternative Investments, Consultative Selling, FINRA Series 6, Portfolio Management, Territory, Financial Planning, Financial Advisory, Public Speaking, Equities, Series 6, Financial Services
Education
Metropolitan State University of Denver 1981 — 1985
Sheridan High School 1978 — 1981
Brett McAvoy's Curian Capital Experience January 2008 - January 2014
Job Regional Vice President
Industry Investment Management
Experience
Steadfast Companies January 2014 - Present
Curian Capital January 2008 - January 2014
Transamerica 2005 - 2007
The Hartford August 2002 - December 2005
Skills
Separately Managed..., Wholesaling, Series 7, Mutual Funds, Annuities, Alternative Investments, Financial Advisory, Investment Advisory, Retirement Planning, Strategic Financial..., Fixed Annuities, Financial Planners, 401k Rollovers, Estate Planning, Investments, Public Speaking, Series 65, Series 6
Education
Brigham Young University 1997 — 2001
BA, Portuguese
Steadfast Companies January 2014 - Present
Curian Capital January 2008 - January 2014
Transamerica 2005 - 2007
The Hartford August 2002 - December 2005
Skills
Separately Managed..., Wholesaling, Series 7, Mutual Funds, Annuities, Alternative Investments, Financial Advisory, Investment Advisory, Retirement Planning, Strategic Financial..., Fixed Annuities, Financial Planners, 401k Rollovers, Estate Planning, Investments, Public Speaking, Series 65, Series 6
Education
Brigham Young University 1997 — 2001
BA, Portuguese
Linda Gieger's Curian Capital Experience Director Quality Cient ReportingCurian Capital2008 - Present
Job Director Quality Client Reporting at Curian Capital
Industry Financial Services
Experience
Curian Capital Director Quality Cient ReportingCurian Capital2008 - Present
Curian Capital, LLC 2008 - Present
Curian Captial, LLC 2008 - Present
Skills
Risk Management...
Education
Metropolitan State University of Denver
Curian Capital Director Quality Cient ReportingCurian Capital2008 - Present
Curian Capital, LLC 2008 - Present
Curian Captial, LLC 2008 - Present
Skills
Risk Management...
Education
Metropolitan State University of Denver
Allan Chiulli's Curian Capital Experience 2002 - 2003
Job CEO, UAT, Inc.
Industry Financial Services
Experience
UAT, Inc. January 2007 - Present
Curian Capital 2002 - 2003
National Planning Holdings, Inc 2000 - 2002
Skills
Mutual Funds, Series 7, Fixed Annuities, Investments, Asset Managment, Series 63, Wealth Management, Investment Advisory, Alternative Investments, Securities, Retirement Planning, Retirement, Financial Services, Equities, Asset Allocation, Asset Management, ETFs, Trading, Trading Systems
Education
California State University-Long Beach
MBA Finance
University of North Carolina at Chapel Hill
MS Geology
University of North Carolina at Chapel Hill
BA Political Science and Economics
UAT, Inc. January 2007 - Present
Curian Capital 2002 - 2003
National Planning Holdings, Inc 2000 - 2002
Skills
Mutual Funds, Series 7, Fixed Annuities, Investments, Asset Managment, Series 63, Wealth Management, Investment Advisory, Alternative Investments, Securities, Retirement Planning, Retirement, Financial Services, Equities, Asset Allocation, Asset Management, ETFs, Trading, Trading Systems
Education
California State University-Long Beach
MBA Finance
University of North Carolina at Chapel Hill
MS Geology
University of North Carolina at Chapel Hill
BA Political Science and Economics
Ryan Paris, RCC™'s Curian Capital Experience June 2012 - January 2014
Job Multiple Line General Agent at American National Insurance
Industry Financial Services
Experience
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
Keith Rule's Curian Capital Experience July 2012 - Present
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital July 2012 - Present
American Heritage Financial June 2010 - December 2012
Pattison Sports Group June 2009 - February 2012
RIPE January 2009 - January 2011
First Investors Corporation April 2008 - October 2008
Skills
Sales, Strategic Financial..., Financial Analysis, Investments, Separately Managed..., Mutual Funds, Socially Responsible..., SEO, Asset Management, Insurance, Risk Management, Financial Advisory, Financial Services, Strategy, Investment Advisory, Series 7, Securities
Education
Rensselaer Polytechnic Institute 2004 — 2008
B.S., Business Management; Concentration in Finance
Curian Capital July 2012 - Present
American Heritage Financial June 2010 - December 2012
Pattison Sports Group June 2009 - February 2012
RIPE January 2009 - January 2011
First Investors Corporation April 2008 - October 2008
Skills
Sales, Strategic Financial..., Financial Analysis, Investments, Separately Managed..., Mutual Funds, Socially Responsible..., SEO, Asset Management, Insurance, Risk Management, Financial Advisory, Financial Services, Strategy, Investment Advisory, Series 7, Securities
Education
Rensselaer Polytechnic Institute 2004 — 2008
B.S., Business Management; Concentration in Finance
John Lepito's Curian Capital Experience January 2006 - Present
Job Senior Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital January 2006 - Present
Credit Suisse 2005 - 2006
MassMutual 2001 - 2003
Salomon Brothers 1997 - 2000
Vista Funds 1996 - 1997
Education
Lynchburg College 1989 — 1993
BA, Communications
Curian Capital January 2006 - Present
Credit Suisse 2005 - 2006
MassMutual 2001 - 2003
Salomon Brothers 1997 - 2000
Vista Funds 1996 - 1997
Education
Lynchburg College 1989 — 1993
BA, Communications
Sue Dixon's Curian Capital Experience May 2011 - March 2015
Job Retired
Industry Financial Services
Experience
Retired and enjoying Life. March 2015 - Present
Curian Capital May 2011 - March 2015
Lincoln Trust Co July 2009 - May 2011
Fiserv ISS July 2008 - July 2009
Fiserv ISS June 2007 - July 2008
Keller Williams Realty January 1998 - January 2006
Skills
Investments, Customer Service, Negotiation, Finance, Asset Managment, Real Estate, Retirement, Financial Services, Securities, Call Center, Mutual Funds, 401k, Relationship Management, Sales, Banking, Asset Management, Financial Analysis, Fixed Annuities, Financial Advisory, Training
Education
Metropolitan State University of Denver 1990 — 1994
Finance, Investments and Real Estate
Colorado State University 1973 — 1977
Bachelor's degree, Financial Services and Real Estate
Retired and enjoying Life. March 2015 - Present
Curian Capital May 2011 - March 2015
Lincoln Trust Co July 2009 - May 2011
Fiserv ISS July 2008 - July 2009
Fiserv ISS June 2007 - July 2008
Keller Williams Realty January 1998 - January 2006
Skills
Investments, Customer Service, Negotiation, Finance, Asset Managment, Real Estate, Retirement, Financial Services, Securities, Call Center, Mutual Funds, 401k, Relationship Management, Sales, Banking, Asset Management, Financial Analysis, Fixed Annuities, Financial Advisory, Training
Education
Metropolitan State University of Denver 1990 — 1994
Finance, Investments and Real Estate
Colorado State University 1973 — 1977
Bachelor's degree, Financial Services and Real Estate
Elizabeth Anth's Curian Capital Experience August 2004 - May 2011
Job Manager Investment Compliance: Insurance & Financial Services Company
Industry Financial Services
Experience
Insurance & Financial Services Company May 2011 - Present
Curian Capital August 2004 - May 2011
OppenheimerFunds September 1997 - August 2004
Skills
Compliance, Investments, Mutual Funds, Series 7, 66, & 24., Series 7, Asset Management, FINRA, Portfolio Management, Due Diligence, Series 24, ETFs, Insurance, Equities, Financial Services, Fixed Annuities, Securities, Series 63, Finance, Derivatives, Series 6, Investment Strategies, Asset Managment, Trading, Wealth Management
Education
Regis University 2009 — 2010
MBA, with emphases in Finance and Accounting
University of Phoenix 1995 — 2000
Bachelors, Business Administraton
Insurance & Financial Services Company May 2011 - Present
Curian Capital August 2004 - May 2011
OppenheimerFunds September 1997 - August 2004
Skills
Compliance, Investments, Mutual Funds, Series 7, 66, & 24., Series 7, Asset Management, FINRA, Portfolio Management, Due Diligence, Series 24, ETFs, Insurance, Equities, Financial Services, Fixed Annuities, Securities, Series 63, Finance, Derivatives, Series 6, Investment Strategies, Asset Managment, Trading, Wealth Management
Education
Regis University 2009 — 2010
MBA, with emphases in Finance and Accounting
University of Phoenix 1995 — 2000
Bachelors, Business Administraton
Kim Halkett's Curian Capital Experience April 2014 - August 2014
Job Chief Compliance Officer/Vice President Investment and Trust Compliance Officer at Guaranty Bank and Trust
Industry Financial Services
Experience
Guaranty Bank and Trust August 2014 - Present
Curian Capital April 2014 - August 2014
JPMorgan Chase January 2013 - April 2014
Geneos Wealth Management August 2003 - December 2012
Skills
Series 7, Series 24, Series 66, Investment Advisory, Compliance, Investments, Securities, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, FINRA, AML, Financial Services, Financial Risk
Education
Denver Paralegal Institute 2001 — 2002
Certificate, Paralegal Studies
Red Rocks Community College 1986 — 1987
Associate of General Studies, Education
Guaranty Bank and Trust August 2014 - Present
Curian Capital April 2014 - August 2014
JPMorgan Chase January 2013 - April 2014
Geneos Wealth Management August 2003 - December 2012
Skills
Series 7, Series 24, Series 66, Investment Advisory, Compliance, Investments, Securities, Mutual Funds, Financial Advisory, Wealth Management, Retirement Planning, FINRA, AML, Financial Services, Financial Risk
Education
Denver Paralegal Institute 2001 — 2002
Certificate, Paralegal Studies
Red Rocks Community College 1986 — 1987
Associate of General Studies, Education
Michael Vedder's Curian Capital Experience 2002 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Epiphany Mutual Funds June 2011 - Present
Foxhall Capital Management April 2010 - June 2011
Federated Investors July 2008 - February 2009
Transamerica September 2004 - July 2005
Curian Capital 2002 - 2003
Invesco Mutual Funds 1996 - 2002
INVESCO 1996 - 2002
Skills
Separately Managed..., Investments, 401k, Mutual Funds, Territory, Cold Calling, Series 6, Annuities, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Channel, ETFs, Customer Relations, Series 63
Education
Connecticut College 1988 — 1992
Bach. of Arts, eCONOMICS
Epiphany Mutual Funds June 2011 - Present
Foxhall Capital Management April 2010 - June 2011
Federated Investors July 2008 - February 2009
Transamerica September 2004 - July 2005
Curian Capital 2002 - 2003
Invesco Mutual Funds 1996 - 2002
INVESCO 1996 - 2002
Skills
Separately Managed..., Investments, 401k, Mutual Funds, Territory, Cold Calling, Series 6, Annuities, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Channel, ETFs, Customer Relations, Series 63
Education
Connecticut College 1988 — 1992
Bach. of Arts, eCONOMICS
Bryan Depotty's Curian Capital Experience January 2011 - July 2013
Job Educator
Industry Religious Institutions
Experience
Pioneer Charter School November 2013 - July 2015
Curian Capital January 2011 - July 2013
First Presbyterian Church of Aurora January 2011 - July 2013
Joy! Lutheran Church July 2007 - July 2010
Zondervan Publishers January 2006 - July 2007
Dennen Steel Corp January 2005 - December 2006
Skills
Theology, Pastoral Care, Discipleship, Preaching, Religion, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Leadership, Leadership Development, Microsoft Office, Teaching, Social Media, Customer Service, Editing, Team Building, Event Planning, Strategic Planning, Microsoft Excel, Youth Ministry, Outlook
Education
Colorado State University 2012 — 2013
Master of Education (MEd), Education
Hope College 2002 — 2004
B.A., English, Writing
Pioneer Charter School November 2013 - July 2015
Curian Capital January 2011 - July 2013
First Presbyterian Church of Aurora January 2011 - July 2013
Joy! Lutheran Church July 2007 - July 2010
Zondervan Publishers January 2006 - July 2007
Dennen Steel Corp January 2005 - December 2006
Skills
Theology, Pastoral Care, Discipleship, Preaching, Religion, Volunteer Management, Community Outreach, Public Speaking, Nonprofits, Leadership, Leadership Development, Microsoft Office, Teaching, Social Media, Customer Service, Editing, Team Building, Event Planning, Strategic Planning, Microsoft Excel, Youth Ministry, Outlook
Education
Colorado State University 2012 — 2013
Master of Education (MEd), Education
Hope College 2002 — 2004
B.A., English, Writing
Cathy Peters's Curian Capital Experience August 2013 - Present
Job Executive Administrative Assistant at Curian Capital
Industry Hospital & Health Care
Experience
Curian Capital August 2013 - Present
Catholic Health Initiatives January 2013 - August 2013
Centura Health January 2005 - January 2013
Centura Health January 2006 - May 2008
Neumann Homes March 2004 - January 2006
LEADING EDGE PERSONNEL January 2003 - March 2004
TELETECH HOLDINGS, INC January 2002 - January 2003
WEINTRAUB ORGANIZATION January 2001 - January 2002
OPPENHEIMERFUNDS, INC January 1999 - January 2001
OPPENHEIMERFUNDS, INC January 1999 - January 2001
Skills
Outlook, System Administration, Budgets, Human Resources, Administrative..., Office Management, Process Improvement, Visio, Management
Education
Arapahoe Community College 1997 — 2004
AS, Business Administration
Arapahoe Community College 1996 — 2004
A.A, Business Administration, 3.87
Curian Capital August 2013 - Present
Catholic Health Initiatives January 2013 - August 2013
Centura Health January 2005 - January 2013
Centura Health January 2006 - May 2008
Neumann Homes March 2004 - January 2006
LEADING EDGE PERSONNEL January 2003 - March 2004
TELETECH HOLDINGS, INC January 2002 - January 2003
WEINTRAUB ORGANIZATION January 2001 - January 2002
OPPENHEIMERFUNDS, INC January 1999 - January 2001
OPPENHEIMERFUNDS, INC January 1999 - January 2001
Skills
Outlook, System Administration, Budgets, Human Resources, Administrative..., Office Management, Process Improvement, Visio, Management
Education
Arapahoe Community College 1997 — 2004
AS, Business Administration
Arapahoe Community College 1996 — 2004
A.A, Business Administration, 3.87
Kelton Meinecke's Curian Capital Experience July 2013 - June 2015
Job Technology Consultant at McGladrey
Industry Accounting
Experience
McGladrey June 2015 - Present
Curian Capital July 2013 - June 2015
National Planning Corporation (NPC) April 2010 - June 2013
Skills
Marketing Communications, Customer Service, Management
Education
Colorado State University 2013 — 2015
Master of Science (MS), Computer Information Systems
University of Nebraska-Lincoln
Bachelor of Science (BS), Business Administration
McGladrey June 2015 - Present
Curian Capital July 2013 - June 2015
National Planning Corporation (NPC) April 2010 - June 2013
Skills
Marketing Communications, Customer Service, Management
Education
Colorado State University 2013 — 2015
Master of Science (MS), Computer Information Systems
University of Nebraska-Lincoln
Bachelor of Science (BS), Business Administration
Phil Traa's Curian Capital Experience April 2010 - October 2012
Job Vice President, Financial Advisor at First Tennessee Bank /FTB Advisors
Industry Financial Services
Experience
First Tennessee Bank /FTB Advisors December 2014 - Present
Jackson National Life Distributors, LLC October 2012 - November 2014
Curian Capital April 2010 - October 2012
Scheller Financial Services April 2009 - April 2010
Skills
Sales, Series 7, Life Insurance, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Series 66, Management, Financial Services, Construction Management, Microsoft Office, Professional Phone...
Education
Oregon State University
Bachelor's degree, Business Administration, Marketing
First Tennessee Bank /FTB Advisors December 2014 - Present
Jackson National Life Distributors, LLC October 2012 - November 2014
Curian Capital April 2010 - October 2012
Scheller Financial Services April 2009 - April 2010
Skills
Sales, Series 7, Life Insurance, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Series 66, Management, Financial Services, Construction Management, Microsoft Office, Professional Phone...
Education
Oregon State University
Bachelor's degree, Business Administration, Marketing
Kelly Archibald's Curian Capital Experience March 2013 - Present
Job F P Services Professional at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2013 - Present
ALPS, A DST Company October 2011 - March 2013
ALPS, A DST Company December 2010 - October 2011
Green Valley Ranch Golf Club July 2009 - December 2010
Invesco Aim May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Microsoft ACCESS, Microsoft SQL Server
Education
Mesa State College
BA, Marketing
Curian Capital March 2013 - Present
ALPS, A DST Company October 2011 - March 2013
ALPS, A DST Company December 2010 - October 2011
Green Valley Ranch Golf Club July 2009 - December 2010
Invesco Aim May 2006 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Windows, Outlook, Microsoft ACCESS, Microsoft SQL Server
Education
Mesa State College
BA, Marketing
Brendan McLaughlin's Curian Capital Experience January 2003 - January 2005
Job Senior Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
John Merone's Curian Capital Experience February 2011 - April 2013
Job Assistant Controller at Nordstrom fsb
Industry Accounting
Experience
Nordstrom fsb April 2015 - Present
Nordstrom fsb April 2013 - April 2015
Curian Capital February 2011 - April 2013
Springbok Services 2008 - 2010
Time Warner Cable 1996 - 2008
Skills
Accounting, Forecasting, Leadership, Budgets, Management, Cross-functional Team..., Auditing, Finance, Coaching, GAAP, Financial Reporting, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus
Public Accounting, Accounting/Finance
Nordstrom fsb April 2015 - Present
Nordstrom fsb April 2013 - April 2015
Curian Capital February 2011 - April 2013
Springbok Services 2008 - 2010
Time Warner Cable 1996 - 2008
Skills
Accounting, Forecasting, Leadership, Budgets, Management, Cross-functional Team..., Auditing, Finance, Coaching, GAAP, Financial Reporting, Financial Analysis
Education
Pace University-Pleasantville/Briarcliff Campus
Public Accounting, Accounting/Finance
Gerrie Gallegos's Curian Capital Experience April 2011 - Present
Job at Curian Capital
Industry Financial Services
Experience
Curian Capital April 2011 - Present
Lincoln Trust Company December 2009 - February 2011
Fiserv ISS June 2007 - November 2009
Various Financial Firms November 1980 - June 2007
Education
Cathedral High School 1969 — 1973
Art Institute of Colorado
Multi Media
Curian Capital April 2011 - Present
Lincoln Trust Company December 2009 - February 2011
Fiserv ISS June 2007 - November 2009
Various Financial Firms November 1980 - June 2007
Education
Cathedral High School 1969 — 1973
Art Institute of Colorado
Multi Media
Sally Clodfelter's Curian Capital Experience New Business ProcessorJackson National LifeMay 1907 - June 1908
Job customer service at Curian Capital
Industry Financial Services
Experience
Curian Capital New Business ProcessorJackson National LifeMay 1907 - June 1908
Education
East Carolina University 1977 — 1982
BFA, Drama/Speech
Curian Capital New Business ProcessorJackson National LifeMay 1907 - June 1908
Education
East Carolina University 1977 — 1982
BFA, Drama/Speech
Alec John Idoni's Curian Capital Experience April 2013 - May 2014
Job Senior Financial Analyst at Amstar Group
Industry Real Estate
Experience
Amstar Group June 2015 - Present
Amstar Group May 2014 - June 2015
Curian Capital April 2013 - May 2014
Janus Capital Group June 2011 - April 2013
Clayton June 2010 - June 2011
Summit Fund-Colorado State University August 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Equities, Asset Management, Finance, Corporate Finance, Due Diligence, Investments, Bloomberg, Strategic Financial..., Accounting, Mutual Funds, Auditing, Forecasting, Analysis, Portfolio Management, Financial Accounting, Hedge Funds, Securities, Risk Management, Fund Accounting, Fixed Income, Banking, Financial Reporting, Variance Analysis, Credit Analysis, Financial Planning
Education
Colorado State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Corporate Finance
Amstar Group June 2015 - Present
Amstar Group May 2014 - June 2015
Curian Capital April 2013 - May 2014
Janus Capital Group June 2011 - April 2013
Clayton June 2010 - June 2011
Summit Fund-Colorado State University August 2009 - December 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Equities, Asset Management, Finance, Corporate Finance, Due Diligence, Investments, Bloomberg, Strategic Financial..., Accounting, Mutual Funds, Auditing, Forecasting, Analysis, Portfolio Management, Financial Accounting, Hedge Funds, Securities, Risk Management, Fund Accounting, Fixed Income, Banking, Financial Reporting, Variance Analysis, Credit Analysis, Financial Planning
Education
Colorado State University 2006 — 2010
Bachelor of Science (BS), Business Administration and Corporate Finance
Christopher DeHayes's Curian Capital Experience April 2014 - August 2015
Job Team Lead, Up Front Cash at GreatWest Financial
Industry Executive Office
Experience
Great-West Financial September 2015 - Present
Curian Capital April 2014 - August 2015
Curian Capital August 2013 - April 2014
Curian Capital March 2013 - August 2013
Curian Capital April 2011 - March 2013
Jackson National Life January 2011 - April 2011
Cyber Solutions LLC June 2010 - August 2010
Technology Marketing Corporation May 2010 - August 2010
The Home Depot December 2006 - August 2007
Skills
Public Speaking, Customer Service, Marketing, Financial Analysis, Financial Planning, Process Improvement, Mutual Funds
Education
Sacred Heart University 2007 — 2010
BS, Business Administration
Mercy College 2006 — 2007
Business Management
Great-West Financial September 2015 - Present
Curian Capital April 2014 - August 2015
Curian Capital August 2013 - April 2014
Curian Capital March 2013 - August 2013
Curian Capital April 2011 - March 2013
Jackson National Life January 2011 - April 2011
Cyber Solutions LLC June 2010 - August 2010
Technology Marketing Corporation May 2010 - August 2010
The Home Depot December 2006 - August 2007
Skills
Public Speaking, Customer Service, Marketing, Financial Analysis, Financial Planning, Process Improvement, Mutual Funds
Education
Sacred Heart University 2007 — 2010
BS, Business Administration
Mercy College 2006 — 2007
Business Management
Nicole Siana's Curian Capital Experience July 2012 - April 2014
Job New Home Sales
Industry Real Estate
Experience
Ryan Homes May 2014 - Present
Curian Capital July 2012 - April 2014
CompuPay April 2009 - June 2012
ING December 2007 - April 2009
CompuPay July 2006 - September 2007
Paychex April 2005 - June 2006
The Hartford January 2004 - April 2005
The Hartford December 2003 - December 2004
The Hartford August 2000 - November 2003
Skills
401k, Fixed Annuities, Training, B2B, Account Management, Employee Benefits, Sales, Strategic Planning, Customer Service, Salesforce.com, Selling, Payroll, Microsoft Excel, Cold Calling, Sales Presentations, Sales Process
Education
Eastern Connecticut State University 1996 — 2000
Bachelor of Arts, Psychology
Ryan Homes May 2014 - Present
Curian Capital July 2012 - April 2014
CompuPay April 2009 - June 2012
ING December 2007 - April 2009
CompuPay July 2006 - September 2007
Paychex April 2005 - June 2006
The Hartford January 2004 - April 2005
The Hartford December 2003 - December 2004
The Hartford August 2000 - November 2003
Skills
401k, Fixed Annuities, Training, B2B, Account Management, Employee Benefits, Sales, Strategic Planning, Customer Service, Salesforce.com, Selling, Payroll, Microsoft Excel, Cold Calling, Sales Presentations, Sales Process
Education
Eastern Connecticut State University 1996 — 2000
Bachelor of Arts, Psychology
Casey Frazier's Curian Capital Experience 2004 - 2005
Job Chief Investment Officer at Versus Capital
Industry Real Estate
Experience
Versus Capital Group 2011 - Present
NRF Capital Markets, LLC 2010 - 2011
Welton Street Holdings 2005 - 2010
Curian Capital 2004 - 2005
National Planning Holdings 2003 - 2004
Prima Capital 2000 - 2003
Skills
Real Estate Private..., Asset Management, Asset Allocation, Alternative Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Economics, Real Estate Economics, Real Estate Due..., Due Diligence, Capital Markets
Education
Colorado College 1996 — 2000
BA, American Political Economy
Pueblo South High School
Versus Capital Group 2011 - Present
NRF Capital Markets, LLC 2010 - 2011
Welton Street Holdings 2005 - 2010
Curian Capital 2004 - 2005
National Planning Holdings 2003 - 2004
Prima Capital 2000 - 2003
Skills
Real Estate Private..., Asset Management, Asset Allocation, Alternative Investments, Commercial Real Estate, Financial Analysis, Financial Modeling, Economics, Real Estate Economics, Real Estate Due..., Due Diligence, Capital Markets
Education
Colorado College 1996 — 2000
BA, American Political Economy
Pueblo South High School
Ilana Glotzer's Curian Capital Experience May 2015 - Present
Job New Accounts Specialist at Curian Capital
Industry Restaurants
Experience
Curian Capital May 2015 - Present
Grand Hyatt Denver November 2013 - May 2015
Grand Hyatt Denver January 2013 - November 2013
Stick it to Me February 2011 - January 2013
Hyatt Regency Denver June 2009 - February 2011
Skills
Restaurants, Hospitality, Customer Service, Hospitality Management, Training, Social Media, Event Planning, Event Management, Leadership, Culinary Skills, Hotel Management, Teamwork, Banquets, Food Service, Microsoft Office
Education
Johnson & Wales University 2005 — 2009
Cheyenne Central High School
High School Diploma, General Studies
Curian Capital May 2015 - Present
Grand Hyatt Denver November 2013 - May 2015
Grand Hyatt Denver January 2013 - November 2013
Stick it to Me February 2011 - January 2013
Hyatt Regency Denver June 2009 - February 2011
Skills
Restaurants, Hospitality, Customer Service, Hospitality Management, Training, Social Media, Event Planning, Event Management, Leadership, Culinary Skills, Hotel Management, Teamwork, Banquets, Food Service, Microsoft Office
Education
Johnson & Wales University 2005 — 2009
Cheyenne Central High School
High School Diploma, General Studies
Denice Primeau's Curian Capital Experience February 2012 - February 2013
Job Senior Product Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
WellPoint April 2013 - August 2014
Curian Capital February 2012 - February 2013
Blue Cross and Blue Shield, (IL, NM, OK, TX) July 2007 - December 2011
Morningstar March 2000 - August 2006
Arnold Worldwide 1998 - 1999
Leo Burnett 1984 - 1998
Skills
Product Management, Competitive Analysis, Consumer Healthcare, Consumer Marketing, Direct Marketing, Financial Services, Integrated Brand..., Market Analysis, Marketing..., Marketing Strategy, Media Buying, Media Planning, Microsoft Office, Online Advertising, Presentations, Product Development, Project Management, Project Planning, Search Advertising, Strategic Planning, Web site product..., Marketing, Cross-functional Team...
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Advertising
Charles Schwab March 2015 - Present
Charles Schwab September 2014 - March 2015
WellPoint April 2013 - August 2014
Curian Capital February 2012 - February 2013
Blue Cross and Blue Shield, (IL, NM, OK, TX) July 2007 - December 2011
Morningstar March 2000 - August 2006
Arnold Worldwide 1998 - 1999
Leo Burnett 1984 - 1998
Skills
Product Management, Competitive Analysis, Consumer Healthcare, Consumer Marketing, Direct Marketing, Financial Services, Integrated Brand..., Market Analysis, Marketing..., Marketing Strategy, Media Buying, Media Planning, Microsoft Office, Online Advertising, Presentations, Product Development, Project Management, Project Planning, Search Advertising, Strategic Planning, Web site product..., Marketing, Cross-functional Team...
Education
Loyola University of Chicago
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Illinois at Urbana-Champaign
Bachelor of Science (B.S.), Advertising
Taryn Thornton's Curian Capital Experience May 2011 - June 2012
Job Legal Assistant
Industry Legal Services
Experience
Jackson June 2012 - October 2014
Curian Capital May 2011 - June 2012
Skills
Salesforce.com, Sales Process, CRM, Sales Operations, Microsoft Excel, Customer Service, Microsoft Office, Time Management
Education
Northern Arizona University 2006 — 2010
Jackson June 2012 - October 2014
Curian Capital May 2011 - June 2012
Skills
Salesforce.com, Sales Process, CRM, Sales Operations, Microsoft Excel, Customer Service, Microsoft Office, Time Management
Education
Northern Arizona University 2006 — 2010
Bryan Duffy's Curian Capital Experience February 2014 - Present
Job Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2014 - Present
AssetMark April 2005 - November 2013
Fisher Investments 2003 - 2004
Saratoga Capital Management, LLC September 1996 - December 2003
Skills
Global Tactical Asset..., Consultative Sales..., Practice Management, Series 63, Series 65, Series 7, Written & Oral..., Stock Market Analysis, Investment Advisory, Investment Advisory..., Alternative Investments, RIAs, Persuasive Presentations, Values based consulting, Retirement Planning, Public Speaking, ETFs, Separately Managed..., Mutual Funds, Financial Services, Investments
Education
New York University
Curian Capital February 2014 - Present
AssetMark April 2005 - November 2013
Fisher Investments 2003 - 2004
Saratoga Capital Management, LLC September 1996 - December 2003
Skills
Global Tactical Asset..., Consultative Sales..., Practice Management, Series 63, Series 65, Series 7, Written & Oral..., Stock Market Analysis, Investment Advisory, Investment Advisory..., Alternative Investments, RIAs, Persuasive Presentations, Values based consulting, Retirement Planning, Public Speaking, ETFs, Separately Managed..., Mutual Funds, Financial Services, Investments
Education
New York University
Gerrie Gallegos's Curian Capital Experience April 2011 - Present
Job Private Advisor Services Account Executive
Industry Financial Services
Experience
Curian Capital April 2011 - Present
Education
Art Institute of Colorado
Not finished, Digital Communication and Media/Multimedia
Cathedral High School
High School Diploma
Curian Capital April 2011 - Present
Education
Art Institute of Colorado
Not finished, Digital Communication and Media/Multimedia
Cathedral High School
High School Diploma
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY