Curian Capital
Industry: Company
DescriptionFounded: 2003 Parent organization: Jackson National Life
Curian Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Curian Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Curian Capital Employees
Employee
Years
Job
Industry
Tamara Plantinga Tamara Plantinga's Curian Capital Experience March 2012 - Present
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital March 2012 - Present
Northwestern Mutual - Denver August 2010 - August 2011
Skills
Strategic Financial..., Public Speaking, Coaching, Investments, Team Building, Retirement Planning, Life Insurance, Financial Analysis, Insurance, Education Funding, PowerPoint, Customer Service
Education
University of Denver
Curian Capital March 2012 - Present
Northwestern Mutual - Denver August 2010 - August 2011
Skills
Strategic Financial..., Public Speaking, Coaching, Investments, Team Building, Retirement Planning, Life Insurance, Financial Analysis, Insurance, Education Funding, PowerPoint, Customer Service
Education
University of Denver
Kayla Benjamin Kayla Benjamin's Curian Capital Experience March 2015 - Present
Job Client Service Representative
Industry Financial Services
Experience
Curian Capital March 2015 - Present
Edward Jones April 2014 - December 2014
The WhiteWave Foods Company April 2013 - April 2014
Lakeshore Talent Community October 2012 - May 2013
Liberty Tax Service January 2013 - April 2013
Fundraising June 2012 - August 2012
Denver Center for International Studies July 2011 - June 2012
Aurora Public Schools August 2011 - December 2011
Skills
Tutoring
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Curian Capital March 2015 - Present
Edward Jones April 2014 - December 2014
The WhiteWave Foods Company April 2013 - April 2014
Lakeshore Talent Community October 2012 - May 2013
Liberty Tax Service January 2013 - April 2013
Fundraising June 2012 - August 2012
Denver Center for International Studies July 2011 - June 2012
Aurora Public Schools August 2011 - December 2011
Skills
Tutoring
Education
University of Michigan 2007 — 2011
Bachelor of Arts (B.A.), Sociology
Tom Wald, CFA Tom Wald, CFA's Curian Capital Experience August 2012 - February 2014
Job Chief Investment Officer at Transamerica Individual Savings & Retirement
Industry Investment Management
Experience
Transamerica Individual Savings & Retirement February 2014 - Present
Curian Capital August 2012 - February 2014
Tactical Allocation Group, LLC April 2010 - August 2011
Munder Capital Management January 2005 - October 2008
Invesco Ltd. January 1997 - October 2004
Munder Capital Management November 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Tulane University 1979 — 1983
BA, Political Science
Transamerica Individual Savings & Retirement February 2014 - Present
Curian Capital August 2012 - February 2014
Tactical Allocation Group, LLC April 2010 - August 2011
Munder Capital Management January 2005 - October 2008
Invesco Ltd. January 1997 - October 2004
Munder Capital Management November 1994 - December 1996
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Tulane University 1979 — 1983
BA, Political Science
Elisabeth Young's Curian Capital Experience June 2013 - September 2013
Job Sales Associate at Nordstrom
Industry Consumer Services
Experience
Seattle Pacific University September 2013 - Present
Nordstrom June 2014 - September 2014
Curian Capital June 2013 - September 2013
Barnes & Noble January 2013 - March 2013
Skills
Customer Service, Social Media Marketing, Social Networking, Microsoft Office, Microsoft Word, Facebook, Team Management, Editing, Retail Sales, Microsoft Excel, Blogger, PowerPoint, Retail
Education
Seattle Pacific University 2011 — 2015
BS, Communication and Media Studies
Seattle Pacific University September 2013 - Present
Nordstrom June 2014 - September 2014
Curian Capital June 2013 - September 2013
Barnes & Noble January 2013 - March 2013
Skills
Customer Service, Social Media Marketing, Social Networking, Microsoft Office, Microsoft Word, Facebook, Team Management, Editing, Retail Sales, Microsoft Excel, Blogger, PowerPoint, Retail
Education
Seattle Pacific University 2011 — 2015
BS, Communication and Media Studies
Jamie D. Hart Jamie D. Hart's Curian Capital Experience May 2011 - August 2012
Job Successful Sales Consultant
Industry Wholesale
Experience
The Moran Group LLC August 2002 - September 2015
Curian Capital May 2011 - August 2012
AT&T Mobility September 2009 - May 2011
BMC Software September 2006 - May 2008
Skills
Salesforce.com, Account Management, Sales, Financial Analysis, Leadership, Analysis, Business Analysis, Sales Operations, Customer Service, Process Improvement, Selling, Budgets, Recruiting, Management, Team Leadership, Sales Management, Strategy, Business Planning, Human Resources, Fundraising, Project Management, Project Planning, Business Development, Customer Satisfaction, Negotiation, Strategic Planning, Sales Process, Investments, Training, Microsoft Office, Direct Sales, Forecasting, Business Process..., Finance, Financial Reporting
Education
Texas Southern University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General, 3.47 GPA 3.88 Major - Cum Laude
The Moran Group LLC August 2002 - September 2015
Curian Capital May 2011 - August 2012
AT&T Mobility September 2009 - May 2011
BMC Software September 2006 - May 2008
Skills
Salesforce.com, Account Management, Sales, Financial Analysis, Leadership, Analysis, Business Analysis, Sales Operations, Customer Service, Process Improvement, Selling, Budgets, Recruiting, Management, Team Leadership, Sales Management, Strategy, Business Planning, Human Resources, Fundraising, Project Management, Project Planning, Business Development, Customer Satisfaction, Negotiation, Strategic Planning, Sales Process, Investments, Training, Microsoft Office, Direct Sales, Forecasting, Business Process..., Finance, Financial Reporting
Education
Texas Southern University 2004 — 2008
Bachelor of Business Administration (BBA), Finance, General, 3.47 GPA 3.88 Major - Cum Laude
Jake Lotwin Jake Lotwin's Curian Capital Experience June 2013 - July 2013
Job Intern at 361 Capital
Industry Financial Services
Experience
361 Capital June 2014 - August 2014
Red Rocks Capital, LLC July 2013 - August 2013
Curian Capital June 2013 - July 2013
Raul's Shack August 2010 - September 2012
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Leadership, Research, Social Media, Microsoft Word, Teamwork, Sales, Event Planning, Marketing, Sales Process, Sales Presentations, Investments
Education
University of Denver 2012 — 2016
Finance, Business and Leadership, Junior
San Marcos High School 2009 — 2012
361 Capital June 2014 - August 2014
Red Rocks Capital, LLC July 2013 - August 2013
Curian Capital June 2013 - July 2013
Raul's Shack August 2010 - September 2012
Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Leadership, Research, Social Media, Microsoft Word, Teamwork, Sales, Event Planning, Marketing, Sales Process, Sales Presentations, Investments
Education
University of Denver 2012 — 2016
Finance, Business and Leadership, Junior
San Marcos High School 2009 — 2012
Aaron Ramsey Aaron Ramsey's Curian Capital Experience March 2013 - December 2013
Job Internal Wholesaler at Jackson National Life
Industry Financial Services
Experience
Jackson National Life November 2012 - Present
Curian Capital March 2013 - December 2013
Jackson National Life June 2012 - November 2012
Formations LLC January 2012 - March 2012
Home Depot July 2011 - March 2012
University of Colorado September 2009 - March 2011
Finish Line December 2007 - August 2008
Skills
Customer Service, Analysis, Investments, PowerPoint, Microsoft Excel, Microsoft Office, Retail, Microsoft Word, Social Media, Research, Financial Modeling, Real Estate, Public Speaking, Market Research, Sales, Leadership, Salesforce.com, Financial Services, Insurance
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science, Business Administration; an emphasis in Management
Jackson National Life November 2012 - Present
Curian Capital March 2013 - December 2013
Jackson National Life June 2012 - November 2012
Formations LLC January 2012 - March 2012
Home Depot July 2011 - March 2012
University of Colorado September 2009 - March 2011
Finish Line December 2007 - August 2008
Skills
Customer Service, Analysis, Investments, PowerPoint, Microsoft Excel, Microsoft Office, Retail, Microsoft Word, Social Media, Research, Financial Modeling, Real Estate, Public Speaking, Market Research, Sales, Leadership, Salesforce.com, Financial Services, Insurance
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 2008 — 2012
Bachelors of Science, Business Administration; an emphasis in Management
Debra Cesaro-Hayes Debra Cesaro-Hayes's Curian Capital Experience December 2002 - January 2005
Job Team Lead Settlements Analyst
Industry Financial Services
Experience
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Brown Brothers Harriman January 2015 - Present
Merrill Lynch August 2013 - January 2015
Bank of America Merrill Lynch December 2007 - August 2013
Minnesota Life April 2007 - December 2007
Merrill Lynch Petrie November 2006 - February 2007
Petrie Parkman & Company January 2005 - December 2006
Curian Capital December 2002 - January 2005
Skills
Series 7, Series 63, Asset Managment, Mutual Funds, Equities, Investments, Wealth Management, Customer Service, Asset Management, Securities, Series 24, Retirement, Portfolio Management, Asset Allocation, Financial Analysis, Investment Advisory, Strategic Financial..., Process Improvement, Access, Finance, Financial Services
Education
University of Colorado Denver 1989 — 1993
Marketing, Business Administration and Management, General, 3.2
University of Colorado Denver 1989 — 1993
International Business, International Business, 3.2
Jeffrey Biernat Jeffrey Biernat's Curian Capital Experience 2002 - 2005
Job CEO | Unique Money Management. Independent Advice.
Industry Financial Services
Experience
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Gwynedd Wealth Partners 2012 - Present
Bank of New York Mellon 2005 - 2011
Curian Capital 2002 - 2005
J.P. Morgan 1999 - 2001
SEI Investments 1995 - 1999
Citicorp Investment Services 1989 - 1995
Skills
Asset Managment, Equities, Mutual Funds, Asset Management, Investments, Hedge Funds, Asset Allocation, Portfolio Management, Investment Advisory, Investment Management, Fixed Income, Private Equity, Strategic Financial..., ETFs, Money Management, Retirement Planning, Financial Planning, Financial Services, Finance
Education
University of Denver - Daniels College of Business 1980 — 1984
BSBA, Finance
Philip Petersen Philip Petersen's Curian Capital Experience March 2013 - January 2014
Job Jackson National Regional Vice President Washington/Oregon
Industry Financial Services
Experience
Jackson National Life Distributors LLC December 2007 - Present
Curian Capital March 2013 - January 2014
SII Investments September 2001 - December 2007
Thrivent Financial for Lutherans March 1994 - November 2001
Skills
Certified Fund..., Alternative Investments, Territory..., Personnel Management, Annuity Sales, Strategic Financial..., Life Insurance, Mutual Funds, Public Speaking, Fact Finding, Series 7, Asset Allocation, Financial Services, Wealth Management, Fixed Annuities, Investments, Retirement, Wealth, Series 6, Portfolio Management, Finance, Retirement Planning, Financial Planning, Series 63
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor's of Arts, Communication and Media Studies
Jackson National Life Distributors LLC December 2007 - Present
Curian Capital March 2013 - January 2014
SII Investments September 2001 - December 2007
Thrivent Financial for Lutherans March 1994 - November 2001
Skills
Certified Fund..., Alternative Investments, Territory..., Personnel Management, Annuity Sales, Strategic Financial..., Life Insurance, Mutual Funds, Public Speaking, Fact Finding, Series 7, Asset Allocation, Financial Services, Wealth Management, Fixed Annuities, Investments, Retirement, Wealth, Series 6, Portfolio Management, Finance, Retirement Planning, Financial Planning, Series 63
Education
University of Nebraska-Lincoln 1990 — 1994
Bachelor's of Arts, Communication and Media Studies
Shelley Eddy Shelley Eddy's Curian Capital Experience March 2010 - Present
Job External Wholesaler: Senior Regional Business Consultant NC (E), SC (NE), VA (SE)
Industry Financial Services
Experience
Curian Capital March 2010 - Present
Curian Capital 2012 - 2013
Curian Capital March 2010 - 2012
Capstone Financial Partners January 2004 - March 2010
Skills
Series 7, Investments, Separately Managed..., Strategic Financial..., Mutual Funds, Retirement Planning, Asset Managment, Investment Advisory, Series 65, Variable Annuities, Insurance, Territory Development, Territory Management, Building Relationships, Contract Negotiation, Asset Management, Sales, Financial Analysis, Sales Force Development, Lead Generation, Uniform Combined State..., Asset Allocation, Securities, Wealth Management, Portfolio Management, Financial Advisory, Relationship Management, ETFs, Series 63
Education
The University of Georgia 1999 — 2003
Terry College of Business, Finance
Curian Capital March 2010 - Present
Curian Capital 2012 - 2013
Curian Capital March 2010 - 2012
Capstone Financial Partners January 2004 - March 2010
Skills
Series 7, Investments, Separately Managed..., Strategic Financial..., Mutual Funds, Retirement Planning, Asset Managment, Investment Advisory, Series 65, Variable Annuities, Insurance, Territory Development, Territory Management, Building Relationships, Contract Negotiation, Asset Management, Sales, Financial Analysis, Sales Force Development, Lead Generation, Uniform Combined State..., Asset Allocation, Securities, Wealth Management, Portfolio Management, Financial Advisory, Relationship Management, ETFs, Series 63
Education
The University of Georgia 1999 — 2003
Terry College of Business, Finance
Tigran Muradyan Tigran Muradyan's Curian Capital Experience October 2014 - September 2015
Job Senior Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
AssetMark September 2015 - Present
Curian Capital October 2014 - September 2015
Curian Capital March 2013 - October 2014
State of Colorado December 2012 - March 2013
Scottrade September 2011 - March 2013
U.S. Bank December 2009 - August 2011
TCF Bank June 2007 - August 2008
Skills
Investments, Series 63, Banking, Securities, Series 7, Finance, Mutual Funds, Customer Service, Equities, Financial Analysis, Risk Management, Portfolio Management, Financial Services, Commercial Banking, Management, Insurance, Wealth Management, Credit, Asset Management, Fixed Income, Series 65, Stockbroking, Commercial Lending, Cash Management, Retirement Planning, Retirement, Leadership, Investment Advisory, Microsoft Office, Investment Strategies
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Science (BS), International/Global Studies
Albert-Ludwigs-Universität Freiburg im Breisgau 2008 — 2008
Bachelor of Science (BS), International Business
AssetMark September 2015 - Present
Curian Capital October 2014 - September 2015
Curian Capital March 2013 - October 2014
State of Colorado December 2012 - March 2013
Scottrade September 2011 - March 2013
U.S. Bank December 2009 - August 2011
TCF Bank June 2007 - August 2008
Skills
Investments, Series 63, Banking, Securities, Series 7, Finance, Mutual Funds, Customer Service, Equities, Financial Analysis, Risk Management, Portfolio Management, Financial Services, Commercial Banking, Management, Insurance, Wealth Management, Credit, Asset Management, Fixed Income, Series 65, Stockbroking, Commercial Lending, Cash Management, Retirement Planning, Retirement, Leadership, Investment Advisory, Microsoft Office, Investment Strategies
Education
University of Colorado at Denver 2006 — 2010
Bachelor of Science (BS), International/Global Studies
Albert-Ludwigs-Universität Freiburg im Breisgau 2008 — 2008
Bachelor of Science (BS), International Business
Jason Wheeler Jason Wheeler's Curian Capital Experience November 2008 - November 2012
Job Business Intelligence Analyst/Developer
Industry Financial Services
Experience
Transamerica December 2014 - Present
Transamerica November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life September 2006 - November 2008
BankFive September 2003 - August 2006
Putnam Investments March 2003 - November 2003
Putnam Investments September 2002 - February 2003
Putnam Investments September 2001 - September 2002
Skills
Sales, Management, Finance, Series 7, Customer Service, Customer Satisfaction, Series 63, Leadership, Asset Managment, Problem Solving
Education
University of Massachusetts Dartmouth 1999 — 2001
Transamerica December 2014 - Present
Transamerica November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life September 2006 - November 2008
BankFive September 2003 - August 2006
Putnam Investments March 2003 - November 2003
Putnam Investments September 2002 - February 2003
Putnam Investments September 2001 - September 2002
Skills
Sales, Management, Finance, Series 7, Customer Service, Customer Satisfaction, Series 63, Leadership, Asset Managment, Problem Solving
Education
University of Massachusetts Dartmouth 1999 — 2001
Jean-Paul Corriveau Jean-Paul Corriveau's Curian Capital Experience March 2005 - Present
Job Author at Corriveau Creations
Industry Writing and Editing
Experience
Corriveau Creations July 1995 - Present
Curian Capital March 2005 - Present
Moonbabies Birth Services 2011 - 2014
Skills
Creative Writing, Editing, Group Leadership, Instructor-led Training, Coordinating Tasks, Public Speaking, Qualitative Research
Education
Southern Illinois University, Carbondale 1992 — 1995
M.A., Literature
University of Virginia 1987 — 1991
B.A., English
Corriveau Creations July 1995 - Present
Curian Capital March 2005 - Present
Moonbabies Birth Services 2011 - 2014
Skills
Creative Writing, Editing, Group Leadership, Instructor-led Training, Coordinating Tasks, Public Speaking, Qualitative Research
Education
Southern Illinois University, Carbondale 1992 — 1995
M.A., Literature
University of Virginia 1987 — 1991
B.A., English
Lauren Bryan (MBA)'s Curian Capital Experience May 2015 - Present
Job Internal Wholesaler at Curian
Industry Financial Services
Experience
Curian Capital May 2015 - Present
Wells Fargo Advisors January 2012 - April 2015
Stetson University July 2010 - October 2012
The First Tee May 2006 - May 2010
Parlux Fragrances May 2007 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Marketing, Sales, Research, Market Research, Strategy, Project Management, Microsoft Excel, Division 1 Golfer, Strategic Planning, Social Media Marketing, Management, Customer Service, Event Planning, PowerPoint, Microsoft Office, Public Speaking, Budgets, Social Networking, Outlook, Microsoft Word, Leadership, Fundraising, Spanish, Event Management, Marketing Strategy, Investments, Social Media, Time Management, Data Analysis, Public Relations, Nonprofits, Facebook, Teamwork, Team Leadership, Training, Marketing Communications
Education
Stetson University
Masters; MBA, -Focus in Finance
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Stetson University 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
the Universidad de San Carlos III 2008 — 2008
BBA & BA, International Business & Spanish
Curian Capital May 2015 - Present
Wells Fargo Advisors January 2012 - April 2015
Stetson University July 2010 - October 2012
The First Tee May 2006 - May 2010
Parlux Fragrances May 2007 - August 2009
Morgan Stanley May 2007 - August 2007
Skills
Marketing, Sales, Research, Market Research, Strategy, Project Management, Microsoft Excel, Division 1 Golfer, Strategic Planning, Social Media Marketing, Management, Customer Service, Event Planning, PowerPoint, Microsoft Office, Public Speaking, Budgets, Social Networking, Outlook, Microsoft Word, Leadership, Fundraising, Spanish, Event Management, Marketing Strategy, Investments, Social Media, Time Management, Data Analysis, Public Relations, Nonprofits, Facebook, Teamwork, Team Leadership, Training, Marketing Communications
Education
Stetson University
Masters; MBA, -Focus in Finance
Stetson University 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Stetson University 2006 — 2010
Bachelor of Arts (B.A.), Spanish Language and Literature
the Universidad de San Carlos III 2008 — 2008
BBA & BA, International Business & Spanish
Ken Gerken Ken Gerken's Curian Capital Experience December 2006 - April 2014
Job Product Manager at Trust Company of America
Industry Financial Services
Experience
Trust Company of America April 2014 - Present
Curian Capital December 2006 - April 2014
Jackson National Life November 2005 - December 2006
Jackson National Life November 1997 - November 2005
Skills
Series 7, Series 63, PMP, Certified Fund..., Asset Management, Financial Services, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Wealth Management, Banking, Product Management, Insurance, Analysis, Finance, Strategy, Alternative Investments, Business Analysis, Project Management, Management, Program Management, Securities
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Arts (BA), Communication, General, 3.61
Trust Company of America April 2014 - Present
Curian Capital December 2006 - April 2014
Jackson National Life November 2005 - December 2006
Jackson National Life November 1997 - November 2005
Skills
Series 7, Series 63, PMP, Certified Fund..., Asset Management, Financial Services, Portfolio Management, Investments, Mutual Funds, Financial Analysis, Wealth Management, Banking, Product Management, Insurance, Analysis, Finance, Strategy, Alternative Investments, Business Analysis, Project Management, Management, Program Management, Securities
Education
University of Colorado at Boulder 1987 — 1991
Bachelor of Arts (BA), Communication, General, 3.61
Noah Howard Noah Howard's Curian Capital Experience November 2007 - September 2015
Job Regional Director at Loring Ward
Industry Financial Services
Experience
Loring Ward September 2015 - Present
Curian Capital November 2007 - September 2015
Curian Capital November 2007 - April 2010
Big Brothers Big Sisters of Colorado January 2009 - March 2010
Skills
Investments, Series 7, Financial Advisory, Mutual Funds, Series 63, Retirement Planning, Asset Management, Wealth Management, Series 6, Securities, Separately Managed..., Retirement, 401k, Asset Managment, Asset Allocation, Fixed Annuities, Investment Advisory, Portfolio Management, Alternative Investments, Financial Services, Insurance, Life Insurance, Public Speaking, B2B, Estate Planning, Financial Planning, Financial Analysis, Strategic Financial..., Uniform Combined State..., Fixed Income, FINRA, Selling, Variable Annuities, Investment Management, Equities, Relationship Management, Series 65, Wealth, Financial Markets, ETFs, IRAs, Investment Strategies, Series 24, Sales, Consultative Selling, Bonds
Education
University of Colorado at Boulder 2001 — 2005
Bachelors, Political Science and Economics
Loring Ward September 2015 - Present
Curian Capital November 2007 - September 2015
Curian Capital November 2007 - April 2010
Big Brothers Big Sisters of Colorado January 2009 - March 2010
Skills
Investments, Series 7, Financial Advisory, Mutual Funds, Series 63, Retirement Planning, Asset Management, Wealth Management, Series 6, Securities, Separately Managed..., Retirement, 401k, Asset Managment, Asset Allocation, Fixed Annuities, Investment Advisory, Portfolio Management, Alternative Investments, Financial Services, Insurance, Life Insurance, Public Speaking, B2B, Estate Planning, Financial Planning, Financial Analysis, Strategic Financial..., Uniform Combined State..., Fixed Income, FINRA, Selling, Variable Annuities, Investment Management, Equities, Relationship Management, Series 65, Wealth, Financial Markets, ETFs, IRAs, Investment Strategies, Series 24, Sales, Consultative Selling, Bonds
Education
University of Colorado at Boulder 2001 — 2005
Bachelors, Political Science and Economics
Cassie Cotsworth Cassie Cotsworth's Curian Capital Experience November 2008 - May 2015
Job Internal Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Charles Schwab May 2015 - Present
Curian Capital November 2008 - May 2015
Old Mutual Investment Partners 2006 - 2008
Education
University of Colorado at Denver
Bachelor of Science, Business Administration
Charles Schwab May 2015 - Present
Curian Capital November 2008 - May 2015
Old Mutual Investment Partners 2006 - 2008
Education
University of Colorado at Denver
Bachelor of Science, Business Administration
Katherine Samuelson's Curian Capital Experience January 2012 - July 2013
Job Finance and Account Management Professional
Industry Financial Services
Experience
Curian Capital January 2012 - July 2013
First Midwest Bank January 2001 - April 2006
Merrill Lynch June 1995 - June 2000
Skills
CRM
Education
University of Iowa 1991 — 1995
BBA, Finance
Curian Capital January 2012 - July 2013
First Midwest Bank January 2001 - April 2006
Merrill Lynch June 1995 - June 2000
Skills
CRM
Education
University of Iowa 1991 — 1995
BBA, Finance
Patrick Scarborough, CFA, CFP® Patrick Scarborough, CFA, CFP®'s Curian Capital Experience February 2004 - December 2004
Job Investment Analyst/Financial Planner at Wealth Planning Corporation
Industry Financial Services
Experience
Wealth Planning Corporation January 2011 - Present
Securities America November 2005 - January 2011
Curian Capital and Jackson National Life December 2004 - November 2005
Curian Capital February 2004 - December 2004
Curian Capital January 2003 - February 2004
Education
University of Cincinnati College of Business 1990 — 1995
BBA, Finance and Management
Wealth Planning Corporation January 2011 - Present
Securities America November 2005 - January 2011
Curian Capital and Jackson National Life December 2004 - November 2005
Curian Capital February 2004 - December 2004
Curian Capital January 2003 - February 2004
Education
University of Cincinnati College of Business 1990 — 1995
BBA, Finance and Management
Traci Reiter Traci Reiter's Curian Capital Experience 2002 - Present
Job Assistant Vice President, National Recruiting at Jackson
Industry Financial Services
Experience
Jackson National Life Distributors, LLC May 2002 - Present
Curian Capital 2002 - Present
DM Stone Recruitment Solutions August 1999 - April 2002
Skills
FINRA, 401k, Recruiting, Contract Recruitment, Financial Services, Mutual Funds, Wealth Management, Series 7, Customer Service, Behavioral Interviewing, Training, Series 6, Series 63, Alternative Investments, Insurance, Investments, Account Management, Banking, Strategic Planning, Sales, Securities, Capital Markets, Employer Branding, Financial Analysis, Public Speaking, Microsoft Word, Retirement Planning, Fixed Annuities, Asset Management, Relationship Management, Variable Annuities, Series 24, Financial Advisory, Asset Allocation, Retirement
Education
University of Arizona 1993 — 1997
Bachelor, Nutrition and Chemistry
Jackson National Life Distributors, LLC May 2002 - Present
Curian Capital 2002 - Present
DM Stone Recruitment Solutions August 1999 - April 2002
Skills
FINRA, 401k, Recruiting, Contract Recruitment, Financial Services, Mutual Funds, Wealth Management, Series 7, Customer Service, Behavioral Interviewing, Training, Series 6, Series 63, Alternative Investments, Insurance, Investments, Account Management, Banking, Strategic Planning, Sales, Securities, Capital Markets, Employer Branding, Financial Analysis, Public Speaking, Microsoft Word, Retirement Planning, Fixed Annuities, Asset Management, Relationship Management, Variable Annuities, Series 24, Financial Advisory, Asset Allocation, Retirement
Education
University of Arizona 1993 — 1997
Bachelor, Nutrition and Chemistry
Frank Longo's Curian Capital Experience November 2008 - January 2015
Job External Wholesaler at American Century Investments
Industry Financial Services
Experience
American Century Investments January 2015 - Present
Curian Capital November 2008 - January 2015
Century Hill Investments January 2008 - October 2008
Skills
Separately Managed...
Education
Skidmore College 2003 — 2007
BS, Business Administration and Management, General
American Century Investments January 2015 - Present
Curian Capital November 2008 - January 2015
Century Hill Investments January 2008 - October 2008
Skills
Separately Managed...
Education
Skidmore College 2003 — 2007
BS, Business Administration and Management, General
Joshua Hsu Joshua Hsu's Curian Capital Experience February 2011 - October 2011
Job Experienced Project Coordinator, BA, Risk Management, and Business Continuity Planning professional.
Industry Hospital & Health Care
Experience
Manpower August 2015 - Present
Compri Consulting July 2014 - Present
Apex Systems August 2012 - January 2014
PMI Mile Hi Chapter 2013 - 2014
Apex Systems October 2011 - July 2012
Curian Capital February 2011 - October 2011
Foer's Pharmacy October 2008 - November 2010
Enterprise Iron Financial Industry Solutions, Inc. May 2007 - September 2008
T. Rowe Price January 2007 - May 2007
T. Rowe Price June 2005 - January 2007
Skills
Business Analysis, Process Improvement, Requirements Gathering, Business Process..., Project Management, MS Project, Software Documentation, Change Management, Integration, Leadership, Management, CRM, Training, Testing, Risk Management, SharePoint, Outsourcing, Microsoft Project
Education
Cornell University
Professional Certificate, Project Management
Tufts University 2001 — 2006
B.A, International Relations with focus in Economics and Finance
University of Colorado Colorado Springs
Liberty High School 1998 — 2001
Manpower August 2015 - Present
Compri Consulting July 2014 - Present
Apex Systems August 2012 - January 2014
PMI Mile Hi Chapter 2013 - 2014
Apex Systems October 2011 - July 2012
Curian Capital February 2011 - October 2011
Foer's Pharmacy October 2008 - November 2010
Enterprise Iron Financial Industry Solutions, Inc. May 2007 - September 2008
T. Rowe Price January 2007 - May 2007
T. Rowe Price June 2005 - January 2007
Skills
Business Analysis, Process Improvement, Requirements Gathering, Business Process..., Project Management, MS Project, Software Documentation, Change Management, Integration, Leadership, Management, CRM, Training, Testing, Risk Management, SharePoint, Outsourcing, Microsoft Project
Education
Cornell University
Professional Certificate, Project Management
Tufts University 2001 — 2006
B.A, International Relations with focus in Economics and Finance
University of Colorado Colorado Springs
Liberty High School 1998 — 2001
Jonathan Linstra Jonathan Linstra's Curian Capital Experience 2002 - 2005
Job Divisional Manager, Private Wealth/Banks at State Street Global Advisors
Industry Investment Management
Experience
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
State Street January 2015 - Present
State Street December 2013 - December 2014
Henderson Global Investors May 2008 - November 2013
Rydex Investments 2005 - 2008
Curian Capital 2002 - 2005
Van Kampen Investments 1997 - 2001
Van Kampen Investments May 1995 - January 1997
Skills
Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Series 7, Series 63, Wealth Management, Separately Managed..., ETFs, Series 65, Sales Management, Investment Management, Sales, Fixed Income, Investment Strategies, Investments
Education
Taylor University
Mike Troyer Mike Troyer's Curian Capital Experience March 2014 - September 2015
Job Senior Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
MT Golf September 1995 - Present
Curian Capital March 2014 - September 2015
Curian Capital December 2011 - March 2014
Morgan Stanley Smith Barney April 2010 - September 2011
SFIC, Inc. January 2003 - January 2006
RBC Mortgage January 2002 - April 2004
Skills
Marketing, Golf, Negotiation, Sponsorship, Training, Investments, Time Management, Management, Finance, Asset Allocation, Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Sales, Securities, Series 7, Financial Services, Wealth Management, Leadership
Education
University of Colorado Boulder 1990 — 1995
BS/BA, Finance and Economics
MT Golf September 1995 - Present
Curian Capital March 2014 - September 2015
Curian Capital December 2011 - March 2014
Morgan Stanley Smith Barney April 2010 - September 2011
SFIC, Inc. January 2003 - January 2006
RBC Mortgage January 2002 - April 2004
Skills
Marketing, Golf, Negotiation, Sponsorship, Training, Investments, Time Management, Management, Finance, Asset Allocation, Portfolio Management, Asset Management, Financial Planning, Retirement Planning, Sales, Securities, Series 7, Financial Services, Wealth Management, Leadership
Education
University of Colorado Boulder 1990 — 1995
BS/BA, Finance and Economics
Ashleigh Floyd Ashleigh Floyd's Curian Capital Experience October 2014 - August 2015
Job Marketing Operations Coordinator at Jackson
Industry Financial Services
Experience
Jackson August 2015 - Present
Curian Capital October 2014 - August 2015
Jackson August 2014 - October 2014
SlimGenics August 2013 - July 2014
Steadman Hawkins Clinic DTC January 2013 - July 2013
Precision Personal Training October 2011 - January 2013
Gunz and Bunz Bootcamps llc 2011 - 2012
Skills
Series 6, Series 63, Professional..., Report Production, Administrative..., Nutritional Counseling, Sports Nutrition, Exercise Physiology, ACE Certified Personal..., Cpr Certified, Athletics, Personal Training, Human Nutrition, Strength & Conditioning, Nutrition Education, Sales, Customer Service
Education
University of Arizona 2008 — 2012
Health and Wellness, Foods, Nutrition, and Wellness Studies, General Physiology
Jackson August 2015 - Present
Curian Capital October 2014 - August 2015
Jackson August 2014 - October 2014
SlimGenics August 2013 - July 2014
Steadman Hawkins Clinic DTC January 2013 - July 2013
Precision Personal Training October 2011 - January 2013
Gunz and Bunz Bootcamps llc 2011 - 2012
Skills
Series 6, Series 63, Professional..., Report Production, Administrative..., Nutritional Counseling, Sports Nutrition, Exercise Physiology, ACE Certified Personal..., Cpr Certified, Athletics, Personal Training, Human Nutrition, Strength & Conditioning, Nutrition Education, Sales, Customer Service
Education
University of Arizona 2008 — 2012
Health and Wellness, Foods, Nutrition, and Wellness Studies, General Physiology
Dan Maurer Dan Maurer's Curian Capital Experience August 2002 - December 2012
Job Client Advisory Team | Private Client | Director, Western Region at Gerstein Fisher
Industry Financial Services
Experience
Gerstein Fisher January 2013 - Present
Curian Capital August 2002 - December 2012
Josepthal & Company January 1998 - December 2001
Nathan & Lewis and Co. January 1996 - December 1998
Education
State University of New York at Albany
Gerstein Fisher January 2013 - Present
Curian Capital August 2002 - December 2012
Josepthal & Company January 1998 - December 2001
Nathan & Lewis and Co. January 1996 - December 1998
Education
State University of New York at Albany
Henry Halboth, CFA, CAIA Henry Halboth, CFA, CAIA's Curian Capital Experience January 2013 - January 2014
Job Portfolio Strategist at ThomasPartners Investment Management
Industry Investment Management
Experience
ThomasPartners Investment Management November 2014 - Present
Curian Capital January 2013 - January 2014
Palladian Capital Advisors March 2011 - January 2013
DCT January 2006 - December 2009
Opus January 1999 - January 2006
Prudential Real Estate January 1989 - December 1998
Skills
Portfolio Management, Asset Management, Due Diligence, Investments, Real Estate, Equities, Real Estate Economics, Investor Relations, Investment Properties, Financial Modeling, Private Equity, Acquisitions, Credit Analysis, Credit, Asset Managment, Management, Disposition, Capital Markets, Structured Finance, Financial Structuring, Loans, Strategy, Investment Management, Finance, Valuation, Equity Fund Raising
Education
The University of Chicago Booth School of Business
MBA, Finance & Statistics
University of Illinois at Urbana-Champaign
BS, Economics
ThomasPartners Investment Management November 2014 - Present
Curian Capital January 2013 - January 2014
Palladian Capital Advisors March 2011 - January 2013
DCT January 2006 - December 2009
Opus January 1999 - January 2006
Prudential Real Estate January 1989 - December 1998
Skills
Portfolio Management, Asset Management, Due Diligence, Investments, Real Estate, Equities, Real Estate Economics, Investor Relations, Investment Properties, Financial Modeling, Private Equity, Acquisitions, Credit Analysis, Credit, Asset Managment, Management, Disposition, Capital Markets, Structured Finance, Financial Structuring, Loans, Strategy, Investment Management, Finance, Valuation, Equity Fund Raising
Education
The University of Chicago Booth School of Business
MBA, Finance & Statistics
University of Illinois at Urbana-Champaign
BS, Economics
John Martin, CFP® John Martin, CFP®'s Curian Capital Experience January 2003 - June 2004
Job Regional Vice President at Ivy Funds
Industry Financial Services
Experience
Ivy Funds January 2015 - Present
Ivy Funds September 2009 - December 2014
U.S. Bank May 2006 - March 2009
State Farm Insurance June 2004 - May 2006
Curian Capital January 2003 - June 2004
Skills
Mutual Fund Wholesaling, Variable and Fixed..., 401(k) sales, Sales Management, Mutual Funds, Sales, Finance
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Science (BS), Finance and Banking/ Real Estate
Ivy Funds January 2015 - Present
Ivy Funds September 2009 - December 2014
U.S. Bank May 2006 - March 2009
State Farm Insurance June 2004 - May 2006
Curian Capital January 2003 - June 2004
Skills
Mutual Fund Wholesaling, Variable and Fixed..., 401(k) sales, Sales Management, Mutual Funds, Sales, Finance
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Science (BS), Finance and Banking/ Real Estate
Jeffrey Hennings Jeffrey Hennings's Curian Capital Experience May 2013 - July 2014
Job Brokerage Services Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) July 2014 - Present
Curian Capital May 2013 - July 2014
Giantnerd® May 2012 - August 2012
Skills
Finance, Economics, Brokerage Services, Series 7, Series 66, Financial Operations, Broker-Dealer Operations, Client Services, Microsoft Office, Microsoft Excel, Microsoft Access, NETX360, SQL, Regression Models, Statistics, Financial Analysis, Asset Management
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
National Planning Corporation (NPC) July 2014 - Present
Curian Capital May 2013 - July 2014
Giantnerd® May 2012 - August 2012
Skills
Finance, Economics, Brokerage Services, Series 7, Series 66, Financial Operations, Broker-Dealer Operations, Client Services, Microsoft Office, Microsoft Excel, Microsoft Access, NETX360, SQL, Regression Models, Statistics, Financial Analysis, Asset Management
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Arts (B.A.), Economics
Marissa Acel Marissa Acel's Curian Capital Experience May 2013 - July 2014
Job Regional Retirement Wholesaler / External Wholesaler at Paychex
Industry Financial Services
Experience
Paychex October 2014 - Present
Curian Capital May 2013 - July 2014
The Hartford / PLANCO March 2006 - May 2013
Washington Mutual April 2004 - March 2006
Northwestern Mutual 2003 - 2004
Education
University of Florida
Bachelor of Arts (B.A.), Business Administration and Management, General
Paychex October 2014 - Present
Curian Capital May 2013 - July 2014
The Hartford / PLANCO March 2006 - May 2013
Washington Mutual April 2004 - March 2006
Northwestern Mutual 2003 - 2004
Education
University of Florida
Bachelor of Arts (B.A.), Business Administration and Management, General
Luke Vinnola Luke Vinnola's Curian Capital Experience May 2005 - July 2011
Job VP, Regional Director
Industry Financial Services
Experience
Envestnet Asset Management July 2011 - Present
Curian Capital May 2005 - July 2011
Skills
Separately Managed..., Managed Accounts, Wholesaling, Series 7, Investment Advisory, ETFs, Mutual Funds, Unified Managed Accounts
Education
University of Colorado at Boulder 2000 — 2005
Economics
Envestnet Asset Management July 2011 - Present
Curian Capital May 2005 - July 2011
Skills
Separately Managed..., Managed Accounts, Wholesaling, Series 7, Investment Advisory, ETFs, Mutual Funds, Unified Managed Accounts
Education
University of Colorado at Boulder 2000 — 2005
Economics
Ron Pratt's Curian Capital Experience September 2003 - December 2004
Job Divisional Vice President at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group October 2005 - Present
JP Morgan Asset Management February 2005 - October 2005
Curian Capital September 2003 - December 2004
Van Kampen Investments February 1992 - September 2003
Education
University of Missouri-Columbia 1982 — 1986
BA, Economics
Janus Capital Group October 2005 - Present
JP Morgan Asset Management February 2005 - October 2005
Curian Capital September 2003 - December 2004
Van Kampen Investments February 1992 - September 2003
Education
University of Missouri-Columbia 1982 — 1986
BA, Economics
Buchholzer, Lindsay Buchholzer, Lindsay's Curian Capital Experience November 2004 - Present
Job Outbound Resolution & Email Correspondence Manager at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2004 - Present
Curian Capital November 2004 - Present
Skills
Mutual Funds, Securities, Investments, Retirement Planning, Sales, Asset Allocation, 401k, Series 6, Alternative Investments, Asset Management, Strategic Planning, Financial Analysis, Fixed Annuities, Customer Service, Microsoft Office, Microsoft Excel, Banking, Account Management, Series
Education
University of Dayton 2000 — 2004
Walsh Jesuit High School 1997 — 2000
Curian Capital November 2004 - Present
Curian Capital November 2004 - Present
Skills
Mutual Funds, Securities, Investments, Retirement Planning, Sales, Asset Allocation, 401k, Series 6, Alternative Investments, Asset Management, Strategic Planning, Financial Analysis, Fixed Annuities, Customer Service, Microsoft Office, Microsoft Excel, Banking, Account Management, Series
Education
University of Dayton 2000 — 2004
Walsh Jesuit High School 1997 — 2000
Thomas Mapel's Curian Capital Experience March 2013 - January 2014
Job RVP at Jackson National Life Distributors, LLC in OK & AR
Industry Financial Services
Experience
Jackson National Life Distributors, LLC September 2002 - Present
Curian Capital March 2013 - January 2014
Oklahoma Bank & Trust May 1998 - August 2002
Skills
Investments, Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement Planning, FINRA, Mutual Funds, 401k, Retirement, Asset Allocation, Separately Managed..., Series 65, Alternative Investments, Uniform Combined State..., Unified Managed Accounts
Education
Southwestern Oklahoma State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Jackson National Life Distributors, LLC September 2002 - Present
Curian Capital March 2013 - January 2014
Oklahoma Bank & Trust May 1998 - August 2002
Skills
Investments, Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement Planning, FINRA, Mutual Funds, 401k, Retirement, Asset Allocation, Separately Managed..., Series 65, Alternative Investments, Uniform Combined State..., Unified Managed Accounts
Education
Southwestern Oklahoma State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Casimir Lazickas Casimir Lazickas's Curian Capital Experience April 2014 - August 2014
Job NPS
Industry Marketing and Advertising
Experience
Curian Capital April 2014 - August 2014
National Park Service May 2013 - October 2013
National Park Service October 2012 - April 2013
Glacier Park, Inc. March 2012 - September 2012
Peace of Mind Marketing February 2011 - October 2011
Iroquois Group July 2010 - November 2010
SKM Marketing Group June 2010 - July 2010
Stale worth Advertising October 2009 - May 2010
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Facebook, Public Relations, Event Planning, Market Research, Salesforce.com, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Integrated Marketing
Education
Saint Bonaventure University 2006 — 2010
Bachelor of Business Administration, Marketing
Curian Capital April 2014 - August 2014
National Park Service May 2013 - October 2013
National Park Service October 2012 - April 2013
Glacier Park, Inc. March 2012 - September 2012
Peace of Mind Marketing February 2011 - October 2011
Iroquois Group July 2010 - November 2010
SKM Marketing Group June 2010 - July 2010
Stale worth Advertising October 2009 - May 2010
Skills
Marketing, Social Media Marketing, Marketing Communications, Social Media, Facebook, Public Relations, Event Planning, Market Research, Salesforce.com, Sales, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Integrated Marketing
Education
Saint Bonaventure University 2006 — 2010
Bachelor of Business Administration, Marketing
Deirdre Tomlinson Deirdre Tomlinson's Curian Capital Experience April 2013 - December 2014
Job Senior Analyst at Paladina Health
Industry Hospital & Health Care
Experience
Paladina Health December 2014 - Present
Curian Capital April 2013 - December 2014
Ipreo January 2010 - April 2013
Channel Capital Group August 2009 - January 2010
Murray Engineering May 2008 - August 2008
Murray Engineering May 2007 - August 2007
COLUN September 2006 - December 2006
Skills
Data Analysis, Due Diligence, Microsoft Excel, PowerPoint, Capital Markets Analysis, Bloomberg Terminal, Leadership, FactSet, Investments, Project Coordination, Rapid Prototyping, Interdisciplinary..., Management, Finance
Education
Tufts University
Bachelor of Science (BS), Civil Engineering, Cum Laude
Business Bridge Program at Tuck School of Business, Dartmouth 2009 — 2009
Paladina Health December 2014 - Present
Curian Capital April 2013 - December 2014
Ipreo January 2010 - April 2013
Channel Capital Group August 2009 - January 2010
Murray Engineering May 2008 - August 2008
Murray Engineering May 2007 - August 2007
COLUN September 2006 - December 2006
Skills
Data Analysis, Due Diligence, Microsoft Excel, PowerPoint, Capital Markets Analysis, Bloomberg Terminal, Leadership, FactSet, Investments, Project Coordination, Rapid Prototyping, Interdisciplinary..., Management, Finance
Education
Tufts University
Bachelor of Science (BS), Civil Engineering, Cum Laude
Business Bridge Program at Tuck School of Business, Dartmouth 2009 — 2009
Jeremy Dziedzina Jeremy Dziedzina's Curian Capital Experience February 2012 - May 2014
Job Consulting Analyst at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc January 2015 - Present
Curian Capital February 2012 - May 2014
Jackson National Life November 2010 - February 2012
RDA Financial Network February 2009 - June 2010
RDA Financial Network February 2009 - May 2009
Skills
Portfolio Management, Investments, Asset Management, Securities, Investment Strategies, Trading, Entrepreneurship, Finance, Corporate Finance, Business Planning, Sales, Options, Financial Accounting, Series 7, Mutual Funds, Marketing Strategy, Equities
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2010
B.B.A, Finance
University of New South Wales 2008 — 2008
Envestnet, Inc January 2015 - Present
Curian Capital February 2012 - May 2014
Jackson National Life November 2010 - February 2012
RDA Financial Network February 2009 - June 2010
RDA Financial Network February 2009 - May 2009
Skills
Portfolio Management, Investments, Asset Management, Securities, Investment Strategies, Trading, Entrepreneurship, Finance, Corporate Finance, Business Planning, Sales, Options, Financial Accounting, Series 7, Mutual Funds, Marketing Strategy, Equities
Education
University of Colorado Denver 2015 — 2018
Master of Business Administration (M.B.A.)
University of Iowa 2005 — 2010
B.B.A, Finance
University of New South Wales 2008 — 2008
Daniel Schaffert Daniel Schaffert's Curian Capital Experience February 2013 - Present
Job Internal Regional Business Consultant
Industry Financial Services
Experience
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Curian Capital February 2013 - Present
Scottrade December 2011 - January 2013
Waddell and Reed October 2010 - October 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Training, Strategic Financial..., Finance, Leadership, Insurance, Retirement Planning, Series 7, Cold Calling, Financial Analysis, Series 63, Securities, Mutual Funds, Retirement
Education
University of Colorado at Boulder - Leeds School of Business 2006 — 2009
Marketing, Management
Marissa Weaver's Curian Capital Experience February 2011 - February 2013
Job Creative Services Manager at Victory Capital
Industry Investment Management
Experience
Victory Capital June 2015 - Present
Victory Capital Management March 2013 - June 2015
Curian Capital February 2011 - February 2013
Mount Yale Capital Group May 2008 - February 2011
Skills
Marketing, Sales, Mutual Funds, Competitive Analysis, Investments, Portfolio Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities, Alternative Investments, Strategy, Retirement Planning, Financial Analysis, Financial Services, Strategic Financial..., Market Research, Finance, Relationship Management
Education
University of Denver 2005 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Victory Capital June 2015 - Present
Victory Capital Management March 2013 - June 2015
Curian Capital February 2011 - February 2013
Mount Yale Capital Group May 2008 - February 2011
Skills
Marketing, Sales, Mutual Funds, Competitive Analysis, Investments, Portfolio Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities, Alternative Investments, Strategy, Retirement Planning, Financial Analysis, Financial Services, Strategic Financial..., Market Research, Finance, Relationship Management
Education
University of Denver 2005 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Tori Mirsadjadi Tori Mirsadjadi's Curian Capital Experience August 2014 - September 2014
Job Editor
Industry Publishing
Experience
Freelance January 2012 - Present
Lipper September 2014 - September 2015
Curian Capital August 2014 - September 2014
Barnes & Noble August 2013 - September 2014
Curian Capital February 2014 - August 2014
Cinemark April 2013 - July 2013
Vons June 2012 - December 2012
The Scripps Voice September 2011 - May 2012
Scripps College September 2011 - May 2012
FIVE: The Claremont Colleges Journal of Undergraduate Academic Writing March 2012 - April 2012
Skills
Literary Criticism, Transcription, Copy Editing, Editing, Organizing, Copying, Microsoft Office, Writing, Literature, Publishing, Newspaper, Books, Academic Writing, Customer Service, Creative Writing, Administrative..., Tutoring, Yoga, Microsoft Excel, Editorial, Journalism, Microsoft Word, Magazines, Research, Leadership, InDesign, Wordpress, Twitter, YouTube, Gmail, Teaching, Proofreading, Photography, Blogging, Facebook, Social Networking, News Writing, Social Media, Spanish, Politics, Grammar, Freelance Writing, Newspapers, Feature Articles, Copywriting, Translation, Non-fiction, Technical Writing, Magazine Articles, Interviews
Education
University of Denver 2013 — 2013
Certificate, Publishing
Scripps College 2008 — 2012
Bachelor of Arts, English, 11.198 GPA (on 12-point scale)
University of York 2010 — 2010
English, Sociology
Mira Loma High School 2004 — 2008
Freelance January 2012 - Present
Lipper September 2014 - September 2015
Curian Capital August 2014 - September 2014
Barnes & Noble August 2013 - September 2014
Curian Capital February 2014 - August 2014
Cinemark April 2013 - July 2013
Vons June 2012 - December 2012
The Scripps Voice September 2011 - May 2012
Scripps College September 2011 - May 2012
FIVE: The Claremont Colleges Journal of Undergraduate Academic Writing March 2012 - April 2012
Skills
Literary Criticism, Transcription, Copy Editing, Editing, Organizing, Copying, Microsoft Office, Writing, Literature, Publishing, Newspaper, Books, Academic Writing, Customer Service, Creative Writing, Administrative..., Tutoring, Yoga, Microsoft Excel, Editorial, Journalism, Microsoft Word, Magazines, Research, Leadership, InDesign, Wordpress, Twitter, YouTube, Gmail, Teaching, Proofreading, Photography, Blogging, Facebook, Social Networking, News Writing, Social Media, Spanish, Politics, Grammar, Freelance Writing, Newspapers, Feature Articles, Copywriting, Translation, Non-fiction, Technical Writing, Magazine Articles, Interviews
Education
University of Denver 2013 — 2013
Certificate, Publishing
Scripps College 2008 — 2012
Bachelor of Arts, English, 11.198 GPA (on 12-point scale)
University of York 2010 — 2010
English, Sociology
Mira Loma High School 2004 — 2008
Jonathan Shiffer Jonathan Shiffer's Curian Capital Experience November 2012 - Present
Job VP Head of Portfolio Management at Curian Capital
Industry Investment Management
Experience
Curian Capital November 2012 - Present
RIA January 2000 - October 2012
Rushmore Investment Advisors January 2000 - October 2012
First Union Securities January 1998 - August 2000
Skills
Portfolio Management, Valuation, Investments, Equities, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Corporate Finance, Risk Management, Asset Allocation, Equity Research, Financial Analysis, Fixed Income, Due Diligence, Mergers, Trading, Wealth Management, Financial Planning, Mutual Funds, Financial Reporting, Securities, Investment Strategies, Economics, Excel, Capital Markets, Industry Analysis, Business Strategy, Technical Analysis, Strategic Planning, Investment Advisory, Investment Banking, Analysis, Commodities, Budgeting, Customer Relations, Microsoft Office, Entrepreneurship, Business Analysis, Real Estate, Risk, Project Finance, Retirement Planning, Private Equity, Investment Properties, Wholesale, Asset Managment, Financial Risk, Commodity, Bonds
Education
The University of Texas at Dallas 2000 — 2002
MBA, Finance / International Management
The University of Texas at Dallas 2000 — 2002
Bachelor of Science, Business Finance
Curian Capital November 2012 - Present
RIA January 2000 - October 2012
Rushmore Investment Advisors January 2000 - October 2012
First Union Securities January 1998 - August 2000
Skills
Portfolio Management, Valuation, Investments, Equities, Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Corporate Finance, Risk Management, Asset Allocation, Equity Research, Financial Analysis, Fixed Income, Due Diligence, Mergers, Trading, Wealth Management, Financial Planning, Mutual Funds, Financial Reporting, Securities, Investment Strategies, Economics, Excel, Capital Markets, Industry Analysis, Business Strategy, Technical Analysis, Strategic Planning, Investment Advisory, Investment Banking, Analysis, Commodities, Budgeting, Customer Relations, Microsoft Office, Entrepreneurship, Business Analysis, Real Estate, Risk, Project Finance, Retirement Planning, Private Equity, Investment Properties, Wholesale, Asset Managment, Financial Risk, Commodity, Bonds
Education
The University of Texas at Dallas 2000 — 2002
MBA, Finance / International Management
The University of Texas at Dallas 2000 — 2002
Bachelor of Science, Business Finance
Benjamin Rizzuto Benjamin Rizzuto's Curian Capital Experience January 2008 - September 2010
Job Associate Retirement Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group July 2013 - Present
National Planning Corporation (NPC) August 2010 - July 2013
Curian Capital January 2008 - September 2010
Citigroup November 2005 - March 2008
UBS Financial Services, Inc May 2004 - August 2004
Skills
Investments, Competitive Analysis, Business Planning, Series 7, Excel, Series 66
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
IMBA, International Business, Finance, Italian Language
Universita` Bocconi di Milano 2004 — 2004
Centro Linguistico Italiano Dante Aleghieri 2000 — 2000
University of Colorado at Boulder 1995 — 2000
BA, Political Science
Janus Capital Group July 2013 - Present
National Planning Corporation (NPC) August 2010 - July 2013
Curian Capital January 2008 - September 2010
Citigroup November 2005 - March 2008
UBS Financial Services, Inc May 2004 - August 2004
Skills
Investments, Competitive Analysis, Business Planning, Series 7, Excel, Series 66
Education
University of South Carolina - Darla Moore School of Business 2003 — 2005
IMBA, International Business, Finance, Italian Language
Universita` Bocconi di Milano 2004 — 2004
Centro Linguistico Italiano Dante Aleghieri 2000 — 2000
University of Colorado at Boulder 1995 — 2000
BA, Political Science
Michelle Fair, M.A. Michelle Fair, M.A.'s Curian Capital Experience August 2014 - 2015
Job Global Services Manager
Industry International Affairs
Experience
Investment Management Consultants Association 2015 - Present
Curian Capital August 2014 - 2015
Texsource Texas July 2013 - August 2014
Professional Service Technology April 2009 - February 2013
Colorado Citizens Campaign and Clean Water Action May 2008 - September 2009
Anautics, Inc. October 2004 - January 2006
Skills
International Relations, Event Management, Microsoft Office, Customer Service, Customer Relations, Project Management, Management, Negotiation, Fundraising, Quantitative Analytics, Software Development, Relation Management, Organization, Analysis, Nonprofits, PowerPoint, Event Planning, Public Speaking, Social Media, Public Relations, Lean Management, Conflict Resolution, Training, Program Management, Strategic Planning, Leadership, Sales, Team Building, Community Outreach, Policy Analysis, International..., Public Policy, Research
Education
University of Denver 2007 — 2009
M.A., International Relations Concentrations in Security and Development, 3.78
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand 2006 — 2006
Certificate of International Business with French Language
University of Oklahoma 2004 — 2006
B.A., International and Area Studies, 3.79
Investment Management Consultants Association 2015 - Present
Curian Capital August 2014 - 2015
Texsource Texas July 2013 - August 2014
Professional Service Technology April 2009 - February 2013
Colorado Citizens Campaign and Clean Water Action May 2008 - September 2009
Anautics, Inc. October 2004 - January 2006
Skills
International Relations, Event Management, Microsoft Office, Customer Service, Customer Relations, Project Management, Management, Negotiation, Fundraising, Quantitative Analytics, Software Development, Relation Management, Organization, Analysis, Nonprofits, PowerPoint, Event Planning, Public Speaking, Social Media, Public Relations, Lean Management, Conflict Resolution, Training, Program Management, Strategic Planning, Leadership, Sales, Team Building, Community Outreach, Policy Analysis, International..., Public Policy, Research
Education
University of Denver 2007 — 2009
M.A., International Relations Concentrations in Security and Development, 3.78
Université Blaise Pascal (Clermont-II) - Clermont-Ferrand 2006 — 2006
Certificate of International Business with French Language
University of Oklahoma 2004 — 2006
B.A., International and Area Studies, 3.79
Adam Strong's Curian Capital Experience September 2014 - Present
Job Internal Regional Business Consultant
Industry Financial Services
Experience
Curian Capital September 2014 - Present
Scottrade April 2013 - September 2014
Scottrade April 2010 - April 2013
Scottrade September 2008 - April 2010
Scottrade August 2007 - September 2008
Skills
Sales, Sales Process, Financial Services, Coaching, Series 65, Series 7, Series 24, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
B.B.A., Finance
Curian Capital September 2014 - Present
Scottrade April 2013 - September 2014
Scottrade April 2010 - April 2013
Scottrade September 2008 - April 2010
Scottrade August 2007 - September 2008
Skills
Sales, Sales Process, Financial Services, Coaching, Series 65, Series 7, Series 24, Series 63
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2006
B.B.A., Finance
Benjamin Elson Benjamin Elson's Curian Capital Experience October 2011 - June 2013
Job Financial Advisor of The Evans Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
Curian Capital October 2011 - June 2013
Steve Spangler Science April 2009 - October 2011
Education
University of Colorado at Denver 2009 — 2012
Bachelor's degree, DM Finance & Accounting, 3.96
RBC Wealth Management June 2013 - Present
Curian Capital October 2011 - June 2013
Steve Spangler Science April 2009 - October 2011
Education
University of Colorado at Denver 2009 — 2012
Bachelor's degree, DM Finance & Accounting, 3.96
Jan Hanshaft Jan Hanshaft's Curian Capital Experience February 2005 - January 2009
Job Vice President Operational Services at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
William Hardacre's Curian Capital Experience May 2015 - Present
Job Client Services at Curian Capital LLC
Industry Investment Management
Experience
Curian Capital May 2015 - Present
Waddell & Reed June 2014 - May 2015
Flatlanders Ski & Snowboard September 2006 - May 2014
Boulevard Brewing Company 2012 - 2013
Skills
Sales, Customer Service, Time Management, Data Analysis, Economics, Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Kansas 2008 — 2013
Bachelor of Arts (B.A.), Economics
Curian Capital May 2015 - Present
Waddell & Reed June 2014 - May 2015
Flatlanders Ski & Snowboard September 2006 - May 2014
Boulevard Brewing Company 2012 - 2013
Skills
Sales, Customer Service, Time Management, Data Analysis, Economics, Investments, Microsoft Office, Management, Microsoft Excel
Education
University of Kansas 2008 — 2013
Bachelor of Arts (B.A.), Economics
Mark P. Gagliano, CLU, CFS® Mark P. Gagliano, CLU, CFS®'s Curian Capital Experience March 2013 - January 2014
Job Regional Vice President Guaranteed Products at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC July 1998 - Present
Curian Capital March 2013 - January 2014
Unum June 1989 - July 1998
Skills
Fixed Annuities, Indexed Annuities, Retirement Planning, Series 6, Series 63, Series 65, Retirement, Insurance, Wealth Management, Investments, Financial Services, Alternative Investments, Life Insurance, Asset Allocation, Disability Insurance, Mutual Funds, Territory..., IRAs
Education
University of Northern Colorado 1979 — 1983
Bachelor of Science (BS), Small Business Administration/Management
Institute of Business and Finance
Certified Fund Specialist
The American College
Chartered Life Underwriter
Jackson National Life Distributors LLC July 1998 - Present
Curian Capital March 2013 - January 2014
Unum June 1989 - July 1998
Skills
Fixed Annuities, Indexed Annuities, Retirement Planning, Series 6, Series 63, Series 65, Retirement, Insurance, Wealth Management, Investments, Financial Services, Alternative Investments, Life Insurance, Asset Allocation, Disability Insurance, Mutual Funds, Territory..., IRAs
Education
University of Northern Colorado 1979 — 1983
Bachelor of Science (BS), Small Business Administration/Management
Institute of Business and Finance
Certified Fund Specialist
The American College
Chartered Life Underwriter
Justin Custodi's Curian Capital Experience March 2013 - August 2013
Job Mutual Fund Analyst at ALPS, A DST Company
Industry Financial Services
Experience
HF Financial February 2015 - Present
ALPS, A DST Company October 2013 - September 2014
Curian Capital March 2013 - August 2013
The Carnegie Abbey Club April 2004 - July 2011
Skills
Financial Analysis, Research, Microsoft Excel, Leadership, Customer Service, Social Media
Education
University of Rhode Island - College of Business Administration
Finance
HF Financial February 2015 - Present
ALPS, A DST Company October 2013 - September 2014
Curian Capital March 2013 - August 2013
The Carnegie Abbey Club April 2004 - July 2011
Skills
Financial Analysis, Research, Microsoft Excel, Leadership, Customer Service, Social Media
Education
University of Rhode Island - College of Business Administration
Finance
Dawne Lesieur Dawne Lesieur's Curian Capital Experience April 2013 - January 2015
Job Divisional Vice President at AIG
Industry Financial Services
Experience
AIG February 2015 - Present
Curian Capital April 2013 - January 2015
Jackson National Life Distributors LLC March 2007 - January 2015
Fidelity Investments October 2004 - March 2007
Jackson National Life Distributors LLC March 1999 - December 2003
Skills
Series 7, Series 63, CRPC, Series 66, certified fund..., Unified Managed Accounts, Investments, Retirement Planning, Mutual Funds, 401k
Education
University of Rhode Island 1988 — 1992
BA, English
Katharine Gibbs 1992 — 1993
Paralegal, Paralegal Studies
St. Dunstan's Day 1984 — 1988
High School
AIG February 2015 - Present
Curian Capital April 2013 - January 2015
Jackson National Life Distributors LLC March 2007 - January 2015
Fidelity Investments October 2004 - March 2007
Jackson National Life Distributors LLC March 1999 - December 2003
Skills
Series 7, Series 63, CRPC, Series 66, certified fund..., Unified Managed Accounts, Investments, Retirement Planning, Mutual Funds, 401k
Education
University of Rhode Island 1988 — 1992
BA, English
Katharine Gibbs 1992 — 1993
Paralegal, Paralegal Studies
St. Dunstan's Day 1984 — 1988
High School
Kelsey Blackett Kelsey Blackett's Curian Capital Experience January 2013 - May 2014
Job Manager, Strategic Pricing & Revenue Strategy at Vantiv
Industry Financial Services
Experience
Vantiv July 2015 - Present
Mercury Payment Systems (Vantiv) May 2014 - July 2015
Curian Capital January 2013 - May 2014
Janus Capital Group March 2012 - February 2013
Janus Capital Group June 2010 - March 2012
Janus Capital Group April 2011 - October 2011
Unum September 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Mutual Funds, Financial Forecasting, Trend Analysis, Accounting, Investments, Sales, Finance, Strategic Financial...
Education
University of Denver - Daniels College of Business 2005 — 2009
Finance
Vantiv July 2015 - Present
Mercury Payment Systems (Vantiv) May 2014 - July 2015
Curian Capital January 2013 - May 2014
Janus Capital Group March 2012 - February 2013
Janus Capital Group June 2010 - March 2012
Janus Capital Group April 2011 - October 2011
Unum September 2009 - June 2010
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Microsoft Excel, Mutual Funds, Financial Forecasting, Trend Analysis, Accounting, Investments, Sales, Finance, Strategic Financial...
Education
University of Denver - Daniels College of Business 2005 — 2009
Finance
Garrett Sprague Garrett Sprague's Curian Capital Experience February 2012 - December 2012
Job Internal Sales Director at Victory Capital Management
Industry Financial Services
Experience
Victory Capital Management December 2012 - Present
Curian Capital February 2012 - December 2012
ProBuild October 2009 - February 2012
Wall Street On Demand August 2008 - September 2009
International Research Center for Energy & Economic Development (ICEED) January 2008 - May 2008
Skills
Excellent analytical,..., Strong familiarity wih..., Strong interpersonal,..., Time Management, Sales, SQL, Team Leadership, Requirements Gathering, Process Improvement, Business Analysis, Analysis
Education
University of Colorado at Boulder 2004 — 2008
B.S. Economics, Minor Business/ Applied Mathematics
Victory Capital Management December 2012 - Present
Curian Capital February 2012 - December 2012
ProBuild October 2009 - February 2012
Wall Street On Demand August 2008 - September 2009
International Research Center for Energy & Economic Development (ICEED) January 2008 - May 2008
Skills
Excellent analytical,..., Strong familiarity wih..., Strong interpersonal,..., Time Management, Sales, SQL, Team Leadership, Requirements Gathering, Process Improvement, Business Analysis, Analysis
Education
University of Colorado at Boulder 2004 — 2008
B.S. Economics, Minor Business/ Applied Mathematics
Burvell Williams, CFS Burvell Williams, CFS's Curian Capital Experience April 2013 - January 2014
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
Jackson National Life Distributors LLC April 2005 - Present
Curian Capital April 2013 - January 2014
Guaranty Bank December 2004 - May 2005
New England Financial January 2004 - December 2004
Skills
Fixed Annuities, Wealth Management, Retirement Planning, Series 6, Series 63, Life Insurance, Indexed Annuities, Alternative Investments, Series 65, Investments, Financial Services, Retirement
Education
Institute of Business and Finance 2011 — 2012
Certified Funds Specialist, Alternative Investments
University of Northern Colorado 1998 — 2003
B.S., Economics
Jackson National Life Distributors LLC April 2005 - Present
Curian Capital April 2013 - January 2014
Guaranty Bank December 2004 - May 2005
New England Financial January 2004 - December 2004
Skills
Fixed Annuities, Wealth Management, Retirement Planning, Series 6, Series 63, Life Insurance, Indexed Annuities, Alternative Investments, Series 65, Investments, Financial Services, Retirement
Education
Institute of Business and Finance 2011 — 2012
Certified Funds Specialist, Alternative Investments
University of Northern Colorado 1998 — 2003
B.S., Economics
Kate Santoro Kate Santoro's Curian Capital Experience February 2013 - Present
Job Vice President, Associate Counsel at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2013 - Present
Old Mutual Capital, Inc. November 2005 - June 2012
Hall & Evans, LLC February 2004 - November 2005
Skills
Securities, Mutual Funds, Securities Regulation, Corporate Law, Series 7, Investment Management, Commercial Litigation, Series 24, Asset Management, Civil Litigation
Education
University of Denver - Sturm College of Law 1999 — 2002
JD
University of Denver
MA, Italian
Curian Capital February 2013 - Present
Old Mutual Capital, Inc. November 2005 - June 2012
Hall & Evans, LLC February 2004 - November 2005
Skills
Securities, Mutual Funds, Securities Regulation, Corporate Law, Series 7, Investment Management, Commercial Litigation, Series 24, Asset Management, Civil Litigation
Education
University of Denver - Sturm College of Law 1999 — 2002
JD
University of Denver
MA, Italian
Paul Laderer Paul Laderer's Curian Capital Experience November 2012 - Present
Job Manager Private Advisory Services at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life May 2007 - November 2008
Invesco Ltd. December 2004 - May 2007
American Skandia October 2002 - October 2004
Progressive Insurance June 1999 - October 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Certified Fund, Series 99, 401k, Finance, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Insurance, Securities, Wholesale, Separately Managed..., Asset Allocation, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
BS/BA, Marketing
Curian Capital November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life May 2007 - November 2008
Invesco Ltd. December 2004 - May 2007
American Skandia October 2002 - October 2004
Progressive Insurance June 1999 - October 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Certified Fund, Series 99, 401k, Finance, Investments, Retirement Planning, Fixed Annuities, Mutual Funds, Financial Services, Insurance, Securities, Wholesale, Separately Managed..., Asset Allocation, Wealth Management
Education
The Ohio State University - The Max M. Fisher College of Business 1994 — 1999
BS/BA, Marketing
Brandon Becker, CIMA®'s Curian Capital Experience 2004 - Present
Job
Industry Financial Services
Experience
Curian Capital 2004 - Present
PFSI - DIS 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Equities, Investment Advisory, Financial Advisory, Asset Managment, CRD# 4034319, Barra Aegis, Bloomberg, ETFs, Fixed Income, Ibbotson, Investments, Investment Strategies, Marketing, Microsoft Excel, Microsoft Office, Morningstar Direct, Portfolio Management, PowerPoint, Reuters, Securities, Strategic Financial..., Wealth Management, Zephyr Style Advisor
Education
State University of New York College at Plattsburgh
BS, Business Management
Irondequoit High School, New York
Curian Capital 2004 - Present
PFSI - DIS 2001 - 2004
Charles Schwab 1999 - 2001
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Equities, Investment Advisory, Financial Advisory, Asset Managment, CRD# 4034319, Barra Aegis, Bloomberg, ETFs, Fixed Income, Ibbotson, Investments, Investment Strategies, Marketing, Microsoft Excel, Microsoft Office, Morningstar Direct, Portfolio Management, PowerPoint, Reuters, Securities, Strategic Financial..., Wealth Management, Zephyr Style Advisor
Education
State University of New York College at Plattsburgh
BS, Business Management
Irondequoit High School, New York
Kelly Pickering's Curian Capital Experience January 2012 - May 2015
Job Financial Consultant at Regions Bank
Industry Financial Services
Experience
Regions Bank September 2015 - Present
Curian Capital January 2012 - May 2015
LPL Financial November 1996 - December 2011
Skills
Project Management, SharePoint, Risk Management, Asset Management, Leadership, Customer Service, Technical Training, Event Planning, Financial Services, Retirement Planning, Management, Investment Management
Education
University of South Florida 2015 — 2016
Bachelor's Degree, Public Relations
State College of Florida-Manatee-Sarasota 2013 — 2015
Associate’s Degree, summa cum laude
Regions Bank September 2015 - Present
Curian Capital January 2012 - May 2015
LPL Financial November 1996 - December 2011
Skills
Project Management, SharePoint, Risk Management, Asset Management, Leadership, Customer Service, Technical Training, Event Planning, Financial Services, Retirement Planning, Management, Investment Management
Education
University of South Florida 2015 — 2016
Bachelor's Degree, Public Relations
State College of Florida-Manatee-Sarasota 2013 — 2015
Associate’s Degree, summa cum laude
Tom Narum's Curian Capital Experience January 2006 - September 2006
Job Owner of TLN Inc and President & Executive Director of CitizensForASecureBorder.Org
Industry Financial Services
Experience
CitizensForASecureBorder.Org February 2006 - Present
Curian Capital January 2006 - September 2006
Rydex Global Advisors August 2000 - November 2002
Education
University of South Florida 1988 — 1992
BA, Advertising, Art, Business
University of Colorado Boulder 1987 — 1988
Art, Advertising
CitizensForASecureBorder.Org February 2006 - Present
Curian Capital January 2006 - September 2006
Rydex Global Advisors August 2000 - November 2002
Education
University of South Florida 1988 — 1992
BA, Advertising, Art, Business
University of Colorado Boulder 1987 — 1988
Art, Advertising
Kevin Garrow's Curian Capital Experience May 2002 - December 2004
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2011 - Present
SunGard Advisor Technologies 2005 - 2007
Curian Capital May 2002 - December 2004
KPMG Consulting, LLP May 1998 - June 2000
First Union Capital Markets Corp. March 1994 - May 1997
American National Bank/First Chicago Corporation August 1988 - March 1994
Skills
Fixed Income, Capital Markets, Credit Derivatives, Banking, Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Managment, Wealth Management, Investments, Securities, Equities, Financial Services, Portfolio Management
Education
University of Wisconsin-Madison - School of Business 1984 — 1986
MBA
University of Minnesota-Twin Cities 1978 — 1982
BA, Liberal Arts and Sciences
JPMorgan Chase August 2011 - Present
SunGard Advisor Technologies 2005 - 2007
Curian Capital May 2002 - December 2004
KPMG Consulting, LLP May 1998 - June 2000
First Union Capital Markets Corp. March 1994 - May 1997
American National Bank/First Chicago Corporation August 1988 - March 1994
Skills
Fixed Income, Capital Markets, Credit Derivatives, Banking, Series 7, Series 63, Alternative Investments, Mutual Funds, Asset Managment, Wealth Management, Investments, Securities, Equities, Financial Services, Portfolio Management
Education
University of Wisconsin-Madison - School of Business 1984 — 1986
MBA
University of Minnesota-Twin Cities 1978 — 1982
BA, Liberal Arts and Sciences
Rodger Hoofnagle's Curian Capital Experience February 2009 - September 2015
Job Sr. Regional Business Consultant at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2009 - September 2015
Curian Capital, LLC March 2009 - 2011
National Financial Partners August 2007 - December 2008
Curian Capital 2005 - 2007
Mutual Service Corporation 2000 - 2004
Skills
Financial Advisory, Marketing, Series 7, Business consulting, Experienced Sales..., Registered Investment..., Series 65
Education
Sam Houston State University 1994 — 1997
BBA, Marketing
Curian Capital February 2009 - September 2015
Curian Capital, LLC March 2009 - 2011
National Financial Partners August 2007 - December 2008
Curian Capital 2005 - 2007
Mutual Service Corporation 2000 - 2004
Skills
Financial Advisory, Marketing, Series 7, Business consulting, Experienced Sales..., Registered Investment..., Series 65
Education
Sam Houston State University 1994 — 1997
BBA, Marketing
Kyle Wiggs's Curian Capital Experience October 2010 - February 2014
Job Vice President, Advisory Business Development at National Planning Holdings (NPH)
Industry Financial Services
Experience
National Planning Holdings (NPH) April 2015 - Present
F-Squared Investments February 2014 - March 2015
Curian Capital October 2010 - February 2014
Curian Capital April 2007 - September 2010
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science (BS)
National Planning Holdings (NPH) April 2015 - Present
F-Squared Investments February 2014 - March 2015
Curian Capital October 2010 - February 2014
Curian Capital April 2007 - September 2010
Education
San Diego State University-California State University 1998 — 2002
Bachelor of Science (BS)
Goodman, Lori's Curian Capital Experience June 2007 - December 2008
Job Independent Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2011 - Present
Northwestern Mutual May 2010 - January 2011
David Cohn & Associates January 2010 - May 2010
IP5280 October 2009 - January 2010
Curian Capital June 2007 - December 2008
Jackson National Life/Curian Capital April 2004 - June 2007
Believe Productions August 2001 - April 2004
Education
University of Michigan 1996 — 2000
Bachelor of Arts, Organizational Management
University of Northern London
TIAA-CREF January 2011 - Present
Northwestern Mutual May 2010 - January 2011
David Cohn & Associates January 2010 - May 2010
IP5280 October 2009 - January 2010
Curian Capital June 2007 - December 2008
Jackson National Life/Curian Capital April 2004 - June 2007
Believe Productions August 2001 - April 2004
Education
University of Michigan 1996 — 2000
Bachelor of Arts, Organizational Management
University of Northern London
Steven Swistak's Curian Capital Experience November 2009 - Present
Job Senior Regional Business Consultant (New York City) at Curian Capital
Industry Financial Services
Experience
Curian Capital November 2009 - Present
Curian Capital February 2009 - November 2009
Janus Capital Group January 2006 - October 2008
Prudential Investments 2001 - December 2005
Prudential 2001 - 2005
Education
Rutgers University-New Brunswick 1998 — 2001
Curian Capital November 2009 - Present
Curian Capital February 2009 - November 2009
Janus Capital Group January 2006 - October 2008
Prudential Investments 2001 - December 2005
Prudential 2001 - 2005
Education
Rutgers University-New Brunswick 1998 — 2001
Mona Hernandez, PHR's Curian Capital Experience June 2004 - Present
Job Assistant Vice President, National Recruiting at Jackson National Life
Industry Financial Services
Experience
Jackson National Life January 2013 - Present
Jackson National Life Distributors, LLC June 2004 - Present
Curian Capital June 2004 - Present
ProStaff & Talent Tree Staffing August 1997 - May 2004
Skills
Fixed Annuities, Mutual Funds, 401k, Variable Annuities, Life Insurance, Employee Benefits, FINRA, Relationship Management, Building Relationships, Onboarding, Training
Education
University of Northern Colorado 1984 — 1984
None, General Studies
Jackson National Life January 2013 - Present
Jackson National Life Distributors, LLC June 2004 - Present
Curian Capital June 2004 - Present
ProStaff & Talent Tree Staffing August 1997 - May 2004
Skills
Fixed Annuities, Mutual Funds, 401k, Variable Annuities, Life Insurance, Employee Benefits, FINRA, Relationship Management, Building Relationships, Onboarding, Training
Education
University of Northern Colorado 1984 — 1984
None, General Studies
David Flynn's Curian Capital Experience December 2005 - January 2007
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group October 2011 - Present
VEAP- Volunteers Enlisted to Assist People May 2006 - Present
Normandale Lutheran Evangelical Church Edina Minnesota December 2009 - July 2012
Thrivent Financial March 2007 - July 2011
Curian Capital December 2005 - January 2007
Equis Corporation August 2004 - December 2006
Meridian Golf Corporation April 1998 - September 2005
American Express AMG/Northwinds Group March 1994 - August 2004
Skills
Strategy, Investments, Management, Finance, Project Planning, Mutual Funds, Financial Advisory, Time Management, Networking, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Series 7, Insurance
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Business Administration with Economics focus.
Edina West High School 1977 — 1981
Graduated, General Studies
Principal Financial Group October 2011 - Present
VEAP- Volunteers Enlisted to Assist People May 2006 - Present
Normandale Lutheran Evangelical Church Edina Minnesota December 2009 - July 2012
Thrivent Financial March 2007 - July 2011
Curian Capital December 2005 - January 2007
Equis Corporation August 2004 - December 2006
Meridian Golf Corporation April 1998 - September 2005
American Express AMG/Northwinds Group March 1994 - August 2004
Skills
Strategy, Investments, Management, Finance, Project Planning, Mutual Funds, Financial Advisory, Time Management, Networking, Strategic Financial..., Retirement Planning, Wealth Management, Estate Planning, Series 7, Insurance
Education
St. John's University 1981 — 1985
Bachelor of Science (B.S.), Business Administration with Economics focus.
Edina West High School 1977 — 1981
Graduated, General Studies
David Ambrico's Curian Capital Experience 2008 - 2009
Job Experienced Financial Services Professional. Technology and Practice Management Consultant
Industry Financial Services
Experience
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Symmetry Partners June 2014 - Present
eMoney Advisor January 2012 - May 2014
StockDog Consulting 2005 - 2012
Curian Capital 2008 - 2009
AssetMark Investment Services 2002 - 2008
The Ambrico Group 1992 - 2002
Skills
Practice Management, Series 65, Series 7, Series 63, Asset Allocation, Wealth Management, Investment Advisory, Mutual Funds, Financial Advisory, Retirement Planning, Securities, Investments, Strategic Financial..., Retirement, Investment Strategies, Strategy, Asset Management, Finance, New Business Development, Uniform Combined State..., Variable Annuities, ETFs, FINRA, Financial Services, Business Conversions, Advisory Training, Business Development, Management Consulting, Asset Managment, Separately Managed..., Wealth Management..., Portfolio Management, Investment Management, Alternative Investments, Wealth, CRM, Relationship Management, 401k, Business Strategy, Personal Financial..., Retirement Plan..., Stocks, Financial Planners, Insurance, Estate Planning, IRAs, Financial Planning
Education
Texas A&M University-Commerce 2013 — 2015
Bachelor of Applied Science (BASc), Organizational Leadership
Southern Methodist University - Cox School of Business
Business
Sam Rosenbrock's Curian Capital Experience 2009 - August 2014
Job Regional Vice President, National Accounts at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC August 2014 - Present
Curian Capital 2009 - August 2014
Jackson National Life January 2005 - December 2009
Skills
Mutual Funds, Series 63, Series 6, Wealth Management
Education
United States Air Force Academy
Management
University of Colorado at Denver
Jackson National Life Distributors LLC August 2014 - Present
Curian Capital 2009 - August 2014
Jackson National Life January 2005 - December 2009
Skills
Mutual Funds, Series 63, Series 6, Wealth Management
Education
United States Air Force Academy
Management
University of Colorado at Denver
Jodi Mccasland's Curian Capital Experience December 2003 - July 2004
Job Senior Product Manager at Visa
Industry Financial Services
Experience
Visa January 2012 - Present
First Data Corporation July 2004 - December 2011
Curian Capital December 2003 - July 2004
Merrill Lynch July 1991 - October 2002
Skills
Process Improvement, Customer Satisfaction, Recruiting, Risk Management, Banking, Vendor Management, Call Center, Project Management, Credit Cards, Team Building, Cross-functional Team..., Credit, Investments, Microsoft Excel, Analysis, Budgets, Business Process..., CRM, Call Centers, Customer Experience, Debit Cards, Electronic Payments, Payment Card Processing, Payment Systems, Product Management, Relationship Management, Software Documentation, Start-ups, Strategy, Training
Education
University of Colorado Denver 2007 — 2010
MBA
Visa January 2012 - Present
First Data Corporation July 2004 - December 2011
Curian Capital December 2003 - July 2004
Merrill Lynch July 1991 - October 2002
Skills
Process Improvement, Customer Satisfaction, Recruiting, Risk Management, Banking, Vendor Management, Call Center, Project Management, Credit Cards, Team Building, Cross-functional Team..., Credit, Investments, Microsoft Excel, Analysis, Budgets, Business Process..., CRM, Call Centers, Customer Experience, Debit Cards, Electronic Payments, Payment Card Processing, Payment Systems, Product Management, Relationship Management, Software Documentation, Start-ups, Strategy, Training
Education
University of Colorado Denver 2007 — 2010
MBA
John Berry, CFP's Curian Capital Experience 2002 - 2004
Job Certified Financial Planner and Owner of Corner Post Financial Planning
Industry Financial Services
Experience
Corner Post Financial Planning April 2006 - Present
Curian Capital 2002 - 2004
AIM Investments 1995 - 2002
Education
Texas A&M University 1988 — 1992
Bachelor's of Science
Corner Post Financial Planning April 2006 - Present
Curian Capital 2002 - 2004
AIM Investments 1995 - 2002
Education
Texas A&M University 1988 — 1992
Bachelor's of Science
James Vitalie's Curian Capital Experience November 2001 - December 2004
Job President at JamesAlpha Management
Industry Financial Services
Experience
JamesAlpha Management 2008 - Present
Old Mutual Asset Management 2005 - 2007
Curian Capital November 2001 - December 2004
CBIZ 1990 - 2001
Allbridge Solutions(formerly StatementOne) 1998 - 2000
Skills
Asset Management, Mutual Funds, Wealth Management..., Retirement, Private Equity, Asset Managment, Insurance, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Services, Trading, Series 24, Mergers & Acquisitions, Securities, Series 7, Wealth Management, Equities, ETFs, Marketing Strategy, Investment Strategies, Series 6, Finance, Portfolio Management, Fixed Annuities, Strategy, Relationship Management, Hedge Funds
Education
Syracuse University College of Law 1984 — 1987
JD
University of Pittsburgh 1977 — 1981
BA, Political Science
JamesAlpha Management 2008 - Present
Old Mutual Asset Management 2005 - 2007
Curian Capital November 2001 - December 2004
CBIZ 1990 - 2001
Allbridge Solutions(formerly StatementOne) 1998 - 2000
Skills
Asset Management, Mutual Funds, Wealth Management..., Retirement, Private Equity, Asset Managment, Insurance, Series 63, Investments, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Financial Services, Trading, Series 24, Mergers & Acquisitions, Securities, Series 7, Wealth Management, Equities, ETFs, Marketing Strategy, Investment Strategies, Series 6, Finance, Portfolio Management, Fixed Annuities, Strategy, Relationship Management, Hedge Funds
Education
Syracuse University College of Law 1984 — 1987
JD
University of Pittsburgh 1977 — 1981
BA, Political Science
Nathan Mosakowski's Curian Capital Experience June 2015 - Present
Job at Curian Capital
Industry Financial Services
Experience
Curian Capital June 2015 - Present
Jackson National Life January 2015 - Present
Jackson National Life April 2013 - Present
UBS financial services 2007 - April 2013
UBS August 2007 - August 2008
McMillan Analysis August 2003 - August 2006
Bloomberg LP July 2001 - July 2003
Skills
series 26, Series 7, Options, Equities, Derivatives, Investments, Series 63, Analysis of Alternatives, Variable Annuities
Education
University of North Alabama 2006 — 2008
MBA, International Business
Curian Capital June 2015 - Present
Jackson National Life January 2015 - Present
Jackson National Life April 2013 - Present
UBS financial services 2007 - April 2013
UBS August 2007 - August 2008
McMillan Analysis August 2003 - August 2006
Bloomberg LP July 2001 - July 2003
Skills
series 26, Series 7, Options, Equities, Derivatives, Investments, Series 63, Analysis of Alternatives, Variable Annuities
Education
University of North Alabama 2006 — 2008
MBA, International Business
John Larson's Curian Capital Experience January 2007 - June 2010
Job VP Investment Specialist
Industry Financial Services
Experience
Summit Advisor Solutions July 2010 - Present
Global View Capital Management, Ltd. May 2014 - Present
Curian Capital January 2007 - June 2010
Nationwide Financial January 2001 - January 2007
Retirement Distribution Strategies January 2000 - January 2001
New England Financial January 1997 - January 2000
John Hancock Financial January 1995 - January 1997
Larson Paint and Hardware January 1982 - January 1995
Education
Salem State University
BA, Business Administration
Summit Advisor Solutions July 2010 - Present
Global View Capital Management, Ltd. May 2014 - Present
Curian Capital January 2007 - June 2010
Nationwide Financial January 2001 - January 2007
Retirement Distribution Strategies January 2000 - January 2001
New England Financial January 1997 - January 2000
John Hancock Financial January 1995 - January 1997
Larson Paint and Hardware January 1982 - January 1995
Education
Salem State University
BA, Business Administration
Whitney Woodfin's Curian Capital Experience January 2013 - Present
Job
Industry Financial Services
Experience
Curian Capital January 2013 - Present
Education
University of Colorado at Boulder 2005 — 2009
B.S. Journalism
University of Wollongong 2008 — 2008
Curian Capital January 2013 - Present
Education
University of Colorado at Boulder 2005 — 2009
B.S. Journalism
University of Wollongong 2008 — 2008
Ms. Courtney Whalum's Curian Capital Experience January 2011 - June 2012
Job MAC Team Leader with Black Box Network Services
Industry Information Technology and Services
Experience
Black Box Network Services July 2014 - Present
Dell January 2013 - February 2014
Curian Capital January 2011 - June 2012
Paychex January 2010 - January 2011
Genworth Financial January 2008 - January 2010
Genworth Financial January 2005 - January 2008
Wachovia Securities Financial Network January 2004 - January 2005
FSC Securities January 2003 - January 2004
Morgan Stanley January 2001 - January 2003
Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments
Education
Spelman 1996 — 1999
Child Development
University of Phoenix
B.S, Business Management
Black Box Network Services July 2014 - Present
Dell January 2013 - February 2014
Curian Capital January 2011 - June 2012
Paychex January 2010 - January 2011
Genworth Financial January 2008 - January 2010
Genworth Financial January 2005 - January 2008
Wachovia Securities Financial Network January 2004 - January 2005
FSC Securities January 2003 - January 2004
Morgan Stanley January 2001 - January 2003
Skills
CRM, Sales Operations, Training, Management, Sales, Series 7, Mutual Funds, Marketing, Marketing Strategy, Lead Generation, Finance, Process Improvement, Negotiation, Selling, Financial Services, Retirement Planning, Insurance, Investments
Education
Spelman 1996 — 1999
Child Development
University of Phoenix
B.S, Business Management
Walt Czaicki's Curian Capital Experience August 2005 - May 2007
Job Vice President Senior Portfolio Manager at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2007 - Present
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
AllianceBernstein May 2007 - Present
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Andrew Pickering's Curian Capital Experience March 2013 - December 2013
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC December 2013 - Present
Curian Capital March 2013 - December 2013
Jackson National Life Distributors LLC September 2012 - December 2013
at Jackson National Life Distributors LLC July 2011 - September 2012
Jackson National Life Distributors LLC July 2010 - July 2011
Wells Fargo Advisors January 2007 - July 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Capital Markets, Investment Advisory..., Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2006
Bachelor's, Finance, Marketing
Institute of Business and Finance
CFS Designation
Jackson National Life Distributors LLC December 2013 - Present
Curian Capital March 2013 - December 2013
Jackson National Life Distributors LLC September 2012 - December 2013
at Jackson National Life Distributors LLC July 2011 - September 2012
Jackson National Life Distributors LLC July 2010 - July 2011
Wells Fargo Advisors January 2007 - July 2010
Skills
Mutual Funds, Alternative Investments, Asset Allocation, Retirement Planning, Capital Markets, Investment Advisory..., Series 63, Leadership
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2006
Bachelor's, Finance, Marketing
Institute of Business and Finance
CFS Designation
Andy Raney's Curian Capital Experience 2005 - 2008
Job Regional Vice President at Realty Capital Securities
Industry Financial Services
Experience
Realty Capital Securities August 2012 - Present
Jackson National Life 2010 - August 2012
Keller Williams Realty DTC 2010 - January 2012
"kART Across America" January 2008 - January 2009
Curian Capital 2005 - 2008
Skills
Investments, Annuities, Series 7, Mutual Funds, 401k, CFS, Real Estate License, Life Insurance, BDCs, REITs, Non-Traded Investments, Fixed Annuities, Financial Advisory, Alternative Investments, Separately Managed..., Series 6, Retirement, REIT, Asset Allocation, Retirement Planning, Series 63, Finance
Education
Stetson University 2001 — 2005
BS, Business
Cherry Creek High School 1998 — 2001
Realty Capital Securities August 2012 - Present
Jackson National Life 2010 - August 2012
Keller Williams Realty DTC 2010 - January 2012
"kART Across America" January 2008 - January 2009
Curian Capital 2005 - 2008
Skills
Investments, Annuities, Series 7, Mutual Funds, 401k, CFS, Real Estate License, Life Insurance, BDCs, REITs, Non-Traded Investments, Fixed Annuities, Financial Advisory, Alternative Investments, Separately Managed..., Series 6, Retirement, REIT, Asset Allocation, Retirement Planning, Series 63, Finance
Education
Stetson University 2001 — 2005
BS, Business
Cherry Creek High School 1998 — 2001
Dayna Kendall's Curian Capital Experience February 2005 - Present
Job Research Analyst at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2005 - Present
FirstBank February 2003 - July 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Research, Process Improvement, Project Management, Leadership, Training, Customer Service
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA)
University of Colorado at Boulder 2001 — 2002
BA, Psychology
Curian Capital February 2005 - Present
FirstBank February 2003 - July 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Analysis, Research, Process Improvement, Project Management, Leadership, Training, Customer Service
Education
University of Phoenix 2003 — 2005
Master of Business Administration (MBA)
University of Colorado at Boulder 2001 — 2002
BA, Psychology
Aaron Pearce, CWS®'s Curian Capital Experience 2007 - 2007
Job Financial Services Professional | Business Consultant | Practice Management Expert | Manager | Leader | MBA
Industry Financial Services
Experience
Cetera Financial Group May 2015 - Present
First Allied Securities, Inc. Member FINRA/SIPC 2010 - Present
Genworth Financial 2008 - 2009
Curian Capital 2007 - 2007
SunAmerica Retirement Markets 2001 - 2007
CompuWave 2000 - 2000
The Colorworks 1997 - 2000
Education
University of San Diego
MBA, Corporate Finance
San Diego State University-California State University
BS, Business - Management
Cetera Financial Group May 2015 - Present
First Allied Securities, Inc. Member FINRA/SIPC 2010 - Present
Genworth Financial 2008 - 2009
Curian Capital 2007 - 2007
SunAmerica Retirement Markets 2001 - 2007
CompuWave 2000 - 2000
The Colorworks 1997 - 2000
Education
University of San Diego
MBA, Corporate Finance
San Diego State University-California State University
BS, Business - Management
Brett Goddard's Curian Capital Experience August 2014 - Present
Job ACAT Specialist Broker Transfer at Curian Clearing
Industry Financial Services
Experience
Curian Capital August 2014 - Present
WealthTouch, Inc. June 2012 - May 2014
Lipper, A Thomson Reuters Company May 2002 - June 2010
Lipper, A Thomson Reuters Company October 2000 - May 2002
Lipper, A Thomson Reuters Company September 1999 - October 2000
Skills
Account Management, Sales Support, Product Support, Mutual Funds, Customer Relations, ETFs, Negotiation, Customer Satisfaction, Customer Service, Liaison, Customer Support, Process Improvement, Sales, Vendor Management, Sales Operations, Selling, Financial Services, CRM, Project Management, Analysis, Management, Equities, Business Analysis
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), International Business
Curian Capital August 2014 - Present
WealthTouch, Inc. June 2012 - May 2014
Lipper, A Thomson Reuters Company May 2002 - June 2010
Lipper, A Thomson Reuters Company October 2000 - May 2002
Lipper, A Thomson Reuters Company September 1999 - October 2000
Skills
Account Management, Sales Support, Product Support, Mutual Funds, Customer Relations, ETFs, Negotiation, Customer Satisfaction, Customer Service, Liaison, Customer Support, Process Improvement, Sales, Vendor Management, Sales Operations, Selling, Financial Services, CRM, Project Management, Analysis, Management, Equities, Business Analysis
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.), International Business
Ryan Roland's Curian Capital Experience October 2008 - June 2011
Job Senior Broker Transfer Account Specialist at Curian Capital
Industry Financial Services
Experience
Curian Clearing June 2011 - Present
Curian Capital October 2008 - June 2011
Jackson National Life February 2005 - October 2008
Skills
Series 6, Customer Service, Broker-Dealer, New Account Management
Education
University of Northern Colorado 1996 — 2000
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication, A
Curian Clearing June 2011 - Present
Curian Capital October 2008 - June 2011
Jackson National Life February 2005 - October 2008
Skills
Series 6, Customer Service, Broker-Dealer, New Account Management
Education
University of Northern Colorado 1996 — 2000
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication, A
Joe Rhee's Curian Capital Experience November 2010 - July 2012
Job Regional Annuity Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Eric Keller, ChFC®, CFS's Curian Capital Experience January 2011 - May 2014
Job Sales Support Specialist
Industry Financial Services
Experience
First Command Financial Services January 2015 - Present
Farmer's Insurance May 2014 - October 2014
Curian Capital January 2011 - May 2014
MULTI-FUNDS, INC July 2010 - January 2011
Great-West Life January 2008 - May 2010
Thrivent Financial for Lutherans January 2006 - January 2008
JPMorgan Chase January 2004 - January 2006
UBS July 1998 - January 2004
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Insurance, Series 63, 401k, Retirement Planning, Series 7, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Life Insurance, Investments, Retirement, Finance, Variable Annuities, Alternative Investments, Separately Managed..., Long-term Care, Sales Management, Small Business, Separate Accounts, Strategy, Sales, Banking, CRM, Asset Management, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, IRAs, Investment Strategies, Series 24, Financial Services, ETFs, Wealth, Portfolio Management, Investment Management, Annuities, Chartered Financial..., Financial Planning, Management, Relationship Management, Series 6, Risk Management
Education
The American College 2010 — 2013
Designation, Chartered Financial Consultant
Institute of Business and Finance 2011 — 2011
Designation, Certified Fund Specialist
University of New Orleans 1983 — 1989
BS, Management
First Command Financial Services January 2015 - Present
Farmer's Insurance May 2014 - October 2014
Curian Capital January 2011 - May 2014
MULTI-FUNDS, INC July 2010 - January 2011
Great-West Life January 2008 - May 2010
Thrivent Financial for Lutherans January 2006 - January 2008
JPMorgan Chase January 2004 - January 2006
UBS July 1998 - January 2004
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Insurance, Series 63, 401k, Retirement Planning, Series 7, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Life Insurance, Investments, Retirement, Finance, Variable Annuities, Alternative Investments, Separately Managed..., Long-term Care, Sales Management, Small Business, Separate Accounts, Strategy, Sales, Banking, CRM, Asset Management, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, IRAs, Investment Strategies, Series 24, Financial Services, ETFs, Wealth, Portfolio Management, Investment Management, Annuities, Chartered Financial..., Financial Planning, Management, Relationship Management, Series 6, Risk Management
Education
The American College 2010 — 2013
Designation, Chartered Financial Consultant
Institute of Business and Finance 2011 — 2011
Designation, Certified Fund Specialist
University of New Orleans 1983 — 1989
BS, Management
Joseph McGivney, Jr's Curian Capital Experience 2006 - February 2009
Job Vice President, Territory Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments February 2009 - Present
Curian Capital 2006 - February 2009
SunAmerica Mutual Funds 1996 - 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, CAIA
Education
University of Illinois at Urbana-Champaign
American Century Investments February 2009 - Present
Curian Capital 2006 - February 2009
SunAmerica Mutual Funds 1996 - 2006
Skills
Mutual Funds, Series 7, Series 63, Investments, 401k, Asset Allocation, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Wealth Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, CAIA
Education
University of Illinois at Urbana-Champaign
Anna Harris, CFA's Curian Capital Experience September 2012 - May 2013
Job Senior Due Diligence Analyst
Industry Financial Services
Experience
National Planning Holdings December 2014 - Present
National Planning Holdings May 2013 - December 2014
Curian Capital September 2012 - May 2013
Curian Capital December 2011 - August 2012
AIG SunAmerica January 2008 - October 2011
David Geffen June 2007 - January 2008
Kaner Research Group April 2006 - September 2006
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Science (B.S.), Biochemistry
National Planning Holdings December 2014 - Present
National Planning Holdings May 2013 - December 2014
Curian Capital September 2012 - May 2013
Curian Capital December 2011 - August 2012
AIG SunAmerica January 2008 - October 2011
David Geffen June 2007 - January 2008
Kaner Research Group April 2006 - September 2006
Education
University of California, Los Angeles 2003 — 2007
Bachelor of Science (B.S.), Biochemistry
Walt Czaicki's Curian Capital Experience May 2014 - Present
Job Senior Vice President, Chief Investment Officer at Curian Capital
Industry Financial Services
Experience
Curian Capital May 2014 - Present
Curian Capital October 2011 - January 2014
AllianceBernstein May 2007 - October 2011
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Capital Markets, Series 7, Financial Services, Risk Management, Fixed Income, Strategy, Financial Advisory
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Curian Capital May 2014 - Present
Curian Capital October 2011 - January 2014
AllianceBernstein May 2007 - October 2011
Curian Capital August 2005 - May 2007
Commerce Trust Company 2003 - 2005
UMB Investment Advisors 2001 - 2003
Bank of America Capital Management 1990 - 2001
Skills
Investments, Portfolio Management, Asset Management, Equities, Mutual Funds, Capital Markets, Series 7, Financial Services, Risk Management, Fixed Income, Strategy, Financial Advisory
Education
Saint Louis University 1987 — 1989
MBA, Finance
Saint Louis University 1984 — 1986
BSBA, Finance
Bridget Katz's Curian Capital Experience February 2010 - Present
Job Private Advisor Services Account Executive at Curian Capital
Industry Financial Services
Experience
Curian Capital February 2010 - Present
Skills
Investments, Alternative Investments
Education
University of Denver
University of Denver
Curian Capital February 2010 - Present
Skills
Investments, Alternative Investments
Education
University of Denver
University of Denver
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY