DeWaay Capital Management
Description
Address: 13001 University Ave, Clive, IA 50325 Phone: (800) 722-9861Category: Website: : Place name: Hours: : : : : : Website: https://businessrecord.com/Content/Real-Estate-Development/Real-Estate-Development/Article/The-DeWaay-empire-slips-away/173/835/55820 Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of DeWaay Capital Management Posting publicly on the Web Write a review Reviews Be the first to review
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DeWaay Capital Management Employees
Employee
Years
Job
Industry
Paul Espey, CFP® Paul Espey, CFP®'s DeWaay Capital Management Experience November 2006 - August 2012
Job CoFounder & Partner at Silvercap Wealth Management
Industry Investment Management
Experience
Silvercap Wealth Management August 2012 - Present
DeWaay Capital Management November 2006 - August 2012
ING Financial Partners April 2004 - July 2006
Skills
Financial Planning, Investments, Retirement, Wealth Management, Portfolio Management, Alternative Investments, Retirement Planning, Insurance, Mutual Funds, Certified Financial..., Strategic Financial..., Investment Advisory, Securities, Asset Management, Investment Management, Financial Services, Financial Planners, Wealth, Finance, Financial Advisory, Asset Allocation, Investment Strategies, Personal Finance, IRAs, Fixed Annuities, Series 7
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Marketing
Roosevelt High School 1996 — 1999
Silvercap Wealth Management August 2012 - Present
DeWaay Capital Management November 2006 - August 2012
ING Financial Partners April 2004 - July 2006
Skills
Financial Planning, Investments, Retirement, Wealth Management, Portfolio Management, Alternative Investments, Retirement Planning, Insurance, Mutual Funds, Certified Financial..., Strategic Financial..., Investment Advisory, Securities, Asset Management, Investment Management, Financial Services, Financial Planners, Wealth, Finance, Financial Advisory, Asset Allocation, Investment Strategies, Personal Finance, IRAs, Fixed Annuities, Series 7
Education
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning
University of Iowa - Henry B. Tippie College of Business 1999 — 2003
BBA, Marketing
Roosevelt High School 1996 — 1999
Sara Reeder Sara Reeder's DeWaay Capital Management Experience December 2007 - March 2010
Job Specializing in Residential Property Management
Industry Real Estate
Experience
Lion's Share Properties, LLC 2014 - Present
Shutter Shot Photo Booth June 2013 - Present
Wells Fargo Advisors April 2010 - October 2012
DeWaay Capital Management December 2007 - March 2010
Wells Fargo Financial January 2007 - December 2007
Skills
Series 7, Series 66, Insurance, Investments, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Securities, Series 63, Financial Advisory, Retirement, Strategic Financial..., Financial Planners, Life Insurance, Asset Managment, Series 65, Portfolio Management, Investment Strategies, 401k Rollovers, CRPC
Education
Buena Vista University 2003 — 2006
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Lion's Share Properties, LLC 2014 - Present
Shutter Shot Photo Booth June 2013 - Present
Wells Fargo Advisors April 2010 - October 2012
DeWaay Capital Management December 2007 - March 2010
Wells Fargo Financial January 2007 - December 2007
Skills
Series 7, Series 66, Insurance, Investments, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Investment Advisory, Asset Allocation, Securities, Series 63, Financial Advisory, Retirement, Strategic Financial..., Financial Planners, Life Insurance, Asset Managment, Series 65, Portfolio Management, Investment Strategies, 401k Rollovers, CRPC
Education
Buena Vista University 2003 — 2006
Bachelor of Arts (B.A.), Entrepreneurial and Small Business Operations
Joshua Cross Joshua Cross's DeWaay Capital Management Experience 2005 - August 2012
Job CoFounder & President at Silvercap Wealth Management
Industry Investment Management
Experience
Silvercap Wealth Management August 2012 - Present
DeWaay Capital Management 2005 - August 2012
Modern Woodmen of America February 1999 - February 2005
Skills
Asset Management, Wealth, Series 7, Wealth Management, Investment Management, Securities, Strategic Financial..., Financial Services, Mutual Funds, Investment Advisory, Investment Banking, Financial Advisory, Financial Planners, Alternative Investments, Investments, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Series 63, Insurance, Investment Strategies, Finance, Customer Service, Series 65, Series 6
Education
University of Northern Iowa 1992 — 1996
University of Northern Iowa 1992 — 1996
Silvercap Wealth Management August 2012 - Present
DeWaay Capital Management 2005 - August 2012
Modern Woodmen of America February 1999 - February 2005
Skills
Asset Management, Wealth, Series 7, Wealth Management, Investment Management, Securities, Strategic Financial..., Financial Services, Mutual Funds, Investment Advisory, Investment Banking, Financial Advisory, Financial Planners, Alternative Investments, Investments, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Series 63, Insurance, Investment Strategies, Finance, Customer Service, Series 65, Series 6
Education
University of Northern Iowa 1992 — 1996
University of Northern Iowa 1992 — 1996
Erin Morrow Erin Morrow's DeWaay Capital Management Experience August 2008 - September 2010
Job Claims Specialist I Litigation at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance March 2015 - Present
Sedgwick CMS September 2010 - March 2015
DeWaay Capital Management August 2008 - September 2010
Skills
Insurance, Workers Compensation, Health Insurance
Education
University of Iowa 2011 — 2014
Des Moines Area Community College 1999 — 2001
AA
Nationwide Insurance March 2015 - Present
Sedgwick CMS September 2010 - March 2015
DeWaay Capital Management August 2008 - September 2010
Skills
Insurance, Workers Compensation, Health Insurance
Education
University of Iowa 2011 — 2014
Des Moines Area Community College 1999 — 2001
AA
Alec Nielsen, CMFC® Alec Nielsen, CMFC®'s DeWaay Capital Management Experience March 2011 - September 2012
Job Wealth Manager at Insight Wealth Group
Industry Financial Services
Experience
Insight Wealth Group June 2015 - Present
Athene USA April 2014 - Present
ING U.S. September 2012 - April 2014
DeWaay Capital Management March 2011 - September 2012
DeWaay Financial Network August 2011 - August 2012
MetLife August 2009 - March 2011
AEGON November 2008 - May 2009
EMC National Life Company June 2007 - February 2008
Skills
Series 6, Series 66, Customer Relations, PowerPoint, Excel, Word, Series 7, Finance, Customer Service, Fixed Annuities, Financial Planning, Microsoft Excel, Life Insurance, Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor's, Marketing
Insight Wealth Group June 2015 - Present
Athene USA April 2014 - Present
ING U.S. September 2012 - April 2014
DeWaay Capital Management March 2011 - September 2012
DeWaay Financial Network August 2011 - August 2012
MetLife August 2009 - March 2011
AEGON November 2008 - May 2009
EMC National Life Company June 2007 - February 2008
Skills
Series 6, Series 66, Customer Relations, PowerPoint, Excel, Word, Series 7, Finance, Customer Service, Fixed Annuities, Financial Planning, Microsoft Excel, Life Insurance, Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
Bachelor's, Marketing
Becky (Van Leeuwen) Rozenboom Becky (Van Leeuwen) Rozenboom's DeWaay Capital Management Experience October 2007 - November 2012
Job Executive Director at Peoples Company
Industry Real Estate
Experience
Peoples Company December 2012 - Present
DeWaay Capital Management October 2007 - November 2012
Skills
Marketing Communications, Marketing Strategy, Marketing, Advertising, Event Management, Social Media Marketing, Social Media, Strategic Planning, Event Planning, Online Advertising, Customer Service, Sales, Microsoft Office, Account Management, Microsoft Excel, Business Development, Management, Trade Shows, Social Networking, Email Marketing, Online Marketing, Market Research, Real Estate, Fundraising, Public Relations
Education
Iowa State University 2003 — 2007
Bachelor of Arts (BA), Communication and Media Studies
Peoples Company December 2012 - Present
DeWaay Capital Management October 2007 - November 2012
Skills
Marketing Communications, Marketing Strategy, Marketing, Advertising, Event Management, Social Media Marketing, Social Media, Strategic Planning, Event Planning, Online Advertising, Customer Service, Sales, Microsoft Office, Account Management, Microsoft Excel, Business Development, Management, Trade Shows, Social Networking, Email Marketing, Online Marketing, Market Research, Real Estate, Fundraising, Public Relations
Education
Iowa State University 2003 — 2007
Bachelor of Arts (BA), Communication and Media Studies
Joy Brady Joy Brady's DeWaay Capital Management Experience March 2009 - July 2011
Job Registered Financial Professional
Industry Financial Services
Experience
DeWaay Capital Management March 2009 - July 2011
DeWaay Capital Management July 2005 - March 2009
Skills
Asset Management, Banking, Credit Analysis, Investments, Portfolio Management, Sales, Series 7, Time Management, Wealth Management, Commercial Lending, Credit, Loans, Customer Loyalty, Securities, Finance, Management, Risk Management
Education
Iowa State University 1993 — 1997
B.S. Degree, Liberal Arts & Psychology
Kirkwood Community College 1988 — 1989
A.A. Degree, Legal Administration
DeWaay Capital Management March 2009 - July 2011
DeWaay Capital Management July 2005 - March 2009
Skills
Asset Management, Banking, Credit Analysis, Investments, Portfolio Management, Sales, Series 7, Time Management, Wealth Management, Commercial Lending, Credit, Loans, Customer Loyalty, Securities, Finance, Management, Risk Management
Education
Iowa State University 1993 — 1997
B.S. Degree, Liberal Arts & Psychology
Kirkwood Community College 1988 — 1989
A.A. Degree, Legal Administration
Anna Miller Anna Miller's DeWaay Capital Management Experience May 2004 - December 2004
Job Learning Technology Representative at McGrawHill Education
Industry Computer Software
Experience
McGraw-Hill Education July 2015 - Present
MAX Digital January 2015 - June 2015
Blackboard January 2010 - December 2014
Leggett & Platt August 2006 - January 2010
CH Robinson December 2004 - August 2006
DeWaay Capital Management May 2004 - December 2004
Skills
Account Management, Salesforce.com, New Business Development, Lead Generation, Sales, Sales Management, Marketing Strategy, Marketing, Sales Presentations, Sales Operations, Strategic Planning, Business Development, Solution Selling, Direct Sales, Competitive Analysis, Customer Service, CRM, Cold Calling, Market Research, Leadership, Sales Process, Logistics, Selling, Management, Strategic Partnerships, Strategy, Project Management, SaaS, Product Marketing, Cross-functional Team..., Enterprise Software, Email Marketing, Product Management, Negotiation, Networking, Cloud Computing, Training
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Marketing Strategy & Planning
Iowa State University - College of Business 2000 — 2004
BS, Marketing/International Business
McGraw-Hill Education July 2015 - Present
MAX Digital January 2015 - June 2015
Blackboard January 2010 - December 2014
Leggett & Platt August 2006 - January 2010
CH Robinson December 2004 - August 2006
DeWaay Capital Management May 2004 - December 2004
Skills
Account Management, Salesforce.com, New Business Development, Lead Generation, Sales, Sales Management, Marketing Strategy, Marketing, Sales Presentations, Sales Operations, Strategic Planning, Business Development, Solution Selling, Direct Sales, Competitive Analysis, Customer Service, CRM, Cold Calling, Market Research, Leadership, Sales Process, Logistics, Selling, Management, Strategic Partnerships, Strategy, Project Management, SaaS, Product Marketing, Cross-functional Team..., Enterprise Software, Email Marketing, Product Management, Negotiation, Networking, Cloud Computing, Training
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2009
MBA, Marketing Strategy & Planning
Iowa State University - College of Business 2000 — 2004
BS, Marketing/International Business
Dustin Thomas Dustin Thomas's DeWaay Capital Management Experience May 2005 - November 2007
Job Managing Partner at Midwest Growth Partners
Industry Financial Services
Experience
Midwest Growth Partners January 2014 - Present
Capital Management Associates / CMA Ventures June 2010 - December 2013
DeWaay Financial Network December 2007 - May 2010
DeWaay Capital Management May 2005 - November 2007
Skills
Financial Analysis, Valuation, Strategic Analysis, Due Diligence, Venture Capital, Investments, Mergers, Corporate Finance, Securities, Alternative Investments, Analysis, Private Equity, Investment Banking, Portfolio Management, Wealth Management, Restructuring, Board Governance, Mergers & Acquisitions, Series 7, Mutual Funds, Asset Management, Financial Modeling, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Master of Business Administration (MBA)
Simpson College 2003 — 2007
B.A., Economics, Management w/ emphasis in Finance
Midwest Growth Partners January 2014 - Present
Capital Management Associates / CMA Ventures June 2010 - December 2013
DeWaay Financial Network December 2007 - May 2010
DeWaay Capital Management May 2005 - November 2007
Skills
Financial Analysis, Valuation, Strategic Analysis, Due Diligence, Venture Capital, Investments, Mergers, Corporate Finance, Securities, Alternative Investments, Analysis, Private Equity, Investment Banking, Portfolio Management, Wealth Management, Restructuring, Board Governance, Mergers & Acquisitions, Series 7, Mutual Funds, Asset Management, Financial Modeling, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2013
Master of Business Administration (MBA)
Simpson College 2003 — 2007
B.A., Economics, Management w/ emphasis in Finance
Karen Hallagin, CPA's DeWaay Capital Management Experience December 2009 - November 2010
Job Director of Finance at TARSCO, Inc
Industry Accounting
Experience
TARSCO, Inc July 2013 - Present
Upper Iowa University January 1999 - Present
Appcore July 2012 - July 2013
Submittal Exchange December 2010 - July 2012
DeWaay Capital Management December 2009 - November 2010
RE Properties April 2007 - December 2009
West Glen Town Center August 2004 - April 2009
GuideOne Taylor Ball March 2000 - June 2004
Taylor Construction Group November 1998 - March 2000
John Deere Credit January 1998 - November 1998
Skills
Accounting, Contract Negotiation, Budgets, Strategic Planning, Leadership, Microsoft Office, Public Speaking, Leadership Development, Customer Service, Management, Team Building, Financial Reporting, Financial Analysis, Small Business, Team Leadership, Project Management, Sales, Event Planning, Finance, Business Planning, Microsoft Excel, Project Planning, Organizational..., Strategy, Program Management, Payroll, Microsoft Word, Executive Management, Forecasting, Human Resources, Managerial Finance, Change Management, Business Development, Process Improvement, New Business Development, Training, Coaching, Nonprofits, Analysis, Policy, Start-ups, Mergers & Acquisitions, Business Strategy
Education
Kansas State University 1992 — 1996
Masters of Accountancy
Kansas State University 1992 — 1995
Bachelor of Science, Business Administration; Accounting
TARSCO, Inc July 2013 - Present
Upper Iowa University January 1999 - Present
Appcore July 2012 - July 2013
Submittal Exchange December 2010 - July 2012
DeWaay Capital Management December 2009 - November 2010
RE Properties April 2007 - December 2009
West Glen Town Center August 2004 - April 2009
GuideOne Taylor Ball March 2000 - June 2004
Taylor Construction Group November 1998 - March 2000
John Deere Credit January 1998 - November 1998
Skills
Accounting, Contract Negotiation, Budgets, Strategic Planning, Leadership, Microsoft Office, Public Speaking, Leadership Development, Customer Service, Management, Team Building, Financial Reporting, Financial Analysis, Small Business, Team Leadership, Project Management, Sales, Event Planning, Finance, Business Planning, Microsoft Excel, Project Planning, Organizational..., Strategy, Program Management, Payroll, Microsoft Word, Executive Management, Forecasting, Human Resources, Managerial Finance, Change Management, Business Development, Process Improvement, New Business Development, Training, Coaching, Nonprofits, Analysis, Policy, Start-ups, Mergers & Acquisitions, Business Strategy
Education
Kansas State University 1992 — 1996
Masters of Accountancy
Kansas State University 1992 — 1995
Bachelor of Science, Business Administration; Accounting
Jennifer Crall Jennifer Crall's DeWaay Capital Management Experience August 2007 - March 2008
Job Senior Advisor at International Republican Institute
Industry Government Administration
Experience
International Republican Institute January 2009 - Present
U.S. Department of State May 2008 - January 2009
DeWaay Capital Management August 2007 - March 2008
John McCain 2008 December 2006 - July 2007
Latham for Congress June 2006 - November 2006
U.S. House of Representatives January 2004 - June 2006
Innova Ideas & Services October 2001 - December 2003
Skills
Policy Analysis, International Relations, Public Policy, Strategic Communications, Government, Politics
Education
Iowa State University 1997 — 2003
Bachelors of Science, Management Information Systems
International Republican Institute January 2009 - Present
U.S. Department of State May 2008 - January 2009
DeWaay Capital Management August 2007 - March 2008
John McCain 2008 December 2006 - July 2007
Latham for Congress June 2006 - November 2006
U.S. House of Representatives January 2004 - June 2006
Innova Ideas & Services October 2001 - December 2003
Skills
Policy Analysis, International Relations, Public Policy, Strategic Communications, Government, Politics
Education
Iowa State University 1997 — 2003
Bachelors of Science, Management Information Systems
Allen Frederick Allen Frederick's DeWaay Capital Management Experience October 2003 - March 2004
Job Managing Wealth Advisor at WilshirePennington Group
Industry Financial Services
Experience
Wilshire-Pennington Group May 2013 - March 2015
Frederick Wealth Management June 2011 - May 2013
Creative Marketing International Company May 2011 - June 2011
Bankers & Investors Co. at Security Bank of KC August 2009 - January 2011
Frederick Wealth Management 2008 - August 2009
Insight Financial Services 2006 - 2008
Business Financial Resources, Inc. January 2000 - August 2006
DeWaay Capital Management October 2003 - March 2004
Morgan Stanley Dean Witter December 1998 - December 1999
Prudential Insurance & Financial Services August 1996 - October 1998
Skills
Retirement Planning, Retirement Income..., IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth Management, Investment Advisory, Wealth Preservation, Estate Planning, Financial Planning, Retirement, Asset Allocation, Financial Advisory, Long Term Care, Investment Strategies, Investments, Mutual Funds, Annuity, Alternative Investments, Asset Management, Annuities, 401k, Portfolio Management, Retirement Solutions, Financial Advice, Small Business, Strategic Financial..., Financial Services
Education
University of Central Missouri 1988 — 1994
Pre-Engineering, Business
Truman State University 1987 — 1988
Pre-Engineering
Wilshire-Pennington Group May 2013 - March 2015
Frederick Wealth Management June 2011 - May 2013
Creative Marketing International Company May 2011 - June 2011
Bankers & Investors Co. at Security Bank of KC August 2009 - January 2011
Frederick Wealth Management 2008 - August 2009
Insight Financial Services 2006 - 2008
Business Financial Resources, Inc. January 2000 - August 2006
DeWaay Capital Management October 2003 - March 2004
Morgan Stanley Dean Witter December 1998 - December 1999
Prudential Insurance & Financial Services August 1996 - October 1998
Skills
Retirement Planning, Retirement Income..., IRA's, Insurance Planning, Wealth Accumulation, Wealth Transfer, Wealth Management, Investment Advisory, Wealth Preservation, Estate Planning, Financial Planning, Retirement, Asset Allocation, Financial Advisory, Long Term Care, Investment Strategies, Investments, Mutual Funds, Annuity, Alternative Investments, Asset Management, Annuities, 401k, Portfolio Management, Retirement Solutions, Financial Advice, Small Business, Strategic Financial..., Financial Services
Education
University of Central Missouri 1988 — 1994
Pre-Engineering, Business
Truman State University 1987 — 1988
Pre-Engineering
Beth Flynn Beth Flynn's DeWaay Capital Management Experience February 2011 - May 2011
Job Planning Manager for PwC Meeting & Event Services at BCD Meetings & Incentives LLC
Industry Events Services
Experience
BCD Meetings & Incentives LLC May 2011 - Present
DeWaay Capital Management February 2011 - May 2011
Youth For Understanding January 2010 - February 2011
ITAGroup September 2001 - July 2009
Olney Theatre Center June 1999 - July 2001
Skills
Event Management, Program Management, Incentives, Event Planning, Meeting Planning, Corporate Events, Microsoft Word, Budgets, Incentive Programs, Project Management, Contract Negotiation, Customer Service
Education
Middlebury College 1995 — 1999
Bachelor, Theater, European History
Trinity College, Dublin 1997 — 1998
Study Abroad, School of Drama
Roosevelt High School 1991 — 1995
undergraduate
BCD Meetings & Incentives LLC May 2011 - Present
DeWaay Capital Management February 2011 - May 2011
Youth For Understanding January 2010 - February 2011
ITAGroup September 2001 - July 2009
Olney Theatre Center June 1999 - July 2001
Skills
Event Management, Program Management, Incentives, Event Planning, Meeting Planning, Corporate Events, Microsoft Word, Budgets, Incentive Programs, Project Management, Contract Negotiation, Customer Service
Education
Middlebury College 1995 — 1999
Bachelor, Theater, European History
Trinity College, Dublin 1997 — 1998
Study Abroad, School of Drama
Roosevelt High School 1991 — 1995
undergraduate
Mary Ann Wentworth Mary Ann Wentworth's DeWaay Capital Management Experience April 2005 - February 2007
Job Human Resources Manager in Oklahoma
Industry Human Resources
Experience
Tonkawa Gaming Enterprise March 2010 - September 2011
Aviva USA October 2009 - March 2010
The Baking Company February 2007 - January 2009
DeWaay Capital Management April 2005 - February 2007
AmerUs Group August 2004 - April 2005
Lakeside Casino Resort August 2002 - April 2004
UtiliQuest, LLC April 2001 - July 2002
Atmel January 2000 - March 2001
MTB Enterprises, Inc January 1988 - January 2000
Skills
Employee Relations, HRIS, Recruiting, Employee Benefits, Human Resources, Organizational..., Deferred Compensation, Personnel Management, Change Management, Training, Leadership, Management, Payroll, Program Management, New Hire Orientations, Hiring, Policy, Strategic Planning
Education
AIU
BA, Human Resources Mgmt
Kirkwood Community College
AA, Marketing
Mt Mercy CollegeNursing
Tonkawa Gaming Enterprise March 2010 - September 2011
Aviva USA October 2009 - March 2010
The Baking Company February 2007 - January 2009
DeWaay Capital Management April 2005 - February 2007
AmerUs Group August 2004 - April 2005
Lakeside Casino Resort August 2002 - April 2004
UtiliQuest, LLC April 2001 - July 2002
Atmel January 2000 - March 2001
MTB Enterprises, Inc January 1988 - January 2000
Skills
Employee Relations, HRIS, Recruiting, Employee Benefits, Human Resources, Organizational..., Deferred Compensation, Personnel Management, Change Management, Training, Leadership, Management, Payroll, Program Management, New Hire Orientations, Hiring, Policy, Strategic Planning
Education
AIU
BA, Human Resources Mgmt
Kirkwood Community College
AA, Marketing
Mt Mercy CollegeNursing
Byers Heather Byers Heather's DeWaay Capital Management Experience January 2007 - July 2012
Job Experienced financial professional
Industry Financial Services
Experience
DeWaay Capital Management January 2007 - July 2012
DeWaay Financial Network January 2007 - July 2012
Skills
Series 7, Investments, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Mutual Funds, Alternative Investments
Education
Simpson College 2007 — 2011
BA Business Management, Management
DeWaay Capital Management January 2007 - July 2012
DeWaay Financial Network January 2007 - July 2012
Skills
Series 7, Investments, Microsoft Excel, PowerPoint, Customer Service, Microsoft Office, Microsoft Word, Mutual Funds, Alternative Investments
Education
Simpson College 2007 — 2011
BA Business Management, Management
Jim Kresnik Jim Kresnik's DeWaay Capital Management Experience May 2000 - August 2002
Job Accounting Manager Nebraska Methodist Health System
Industry Accounting
Experience
First National Bank of Omaha January 2012 - Present
Omaha World-Herald September 2004 - May 2011
DeWaay Capital Management May 2000 - August 2002
Skills
Forecasting, Business Intelligence, Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Bellevue University 2006 — 2008
MBA, Business Management
University of Nebraska at Omaha 1996 — 2001
BSBA, Finance and Banking
First National Bank of Omaha January 2012 - Present
Omaha World-Herald September 2004 - May 2011
DeWaay Capital Management May 2000 - August 2002
Skills
Forecasting, Business Intelligence, Accounting, Financial Reporting, Microsoft Excel, Financial Analysis, Microsoft Office
Education
Bellevue University 2006 — 2008
MBA, Business Management
University of Nebraska at Omaha 1996 — 2001
BSBA, Finance and Banking
Eric Wittrock's DeWaay Capital Management Experience November 2007 - November 2008
Job Director of Strategic Business Development at GMT Corporation
Industry Machinery
Experience
GMT Corporation December 2008 - Present
DeWaay Capital Management November 2007 - November 2008
Visteon March 2005 - November 2007
Visteon May 2003 - February 2005
Visteon May 2000 - April 2003
Ford Motor Company 1995 - 1998
Skills
Manufacturing, CRM, Business Strategy, Program Management, Strategic Planning, Business Development, B2B, Lean Manufacturing, Negotiation, FMEA, Automotive, New Business Development, Project Planning, Cross-functional Team..., Team Building, Six Sigma, Marketing, Engineering Management, Product Launch, Sales Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1999
MBA, Marketing, Human Resources
Iowa State University 1987 — 1992
BS, Mechanical Engineering
GMT Corporation December 2008 - Present
DeWaay Capital Management November 2007 - November 2008
Visteon March 2005 - November 2007
Visteon May 2003 - February 2005
Visteon May 2000 - April 2003
Ford Motor Company 1995 - 1998
Skills
Manufacturing, CRM, Business Strategy, Program Management, Strategic Planning, Business Development, B2B, Lean Manufacturing, Negotiation, FMEA, Automotive, New Business Development, Project Planning, Cross-functional Team..., Team Building, Six Sigma, Marketing, Engineering Management, Product Launch, Sales Management
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1999
MBA, Marketing, Human Resources
Iowa State University 1987 — 1992
BS, Mechanical Engineering
Karlton Kleis's DeWaay Capital Management Experience May 2006 - March 2009
Job Chief Financial Officer at Legacy Bank
Industry Capital Markets
Experience
Legacy Bank July 2012 - Present
DeWaay Financial Network April 2009 - July 2012
DeWaay Capital Management May 2006 - March 2009
Cahaba GBA 1997 - 2002
Skills
Financial Analysis, Series 7, Investments, Alternative Investments, Due Diligence, Private Equity, Valuation, Strategic Financial..., Securities, Asset Managment, Investment Banking, Asset Management, Mutual Funds, Financial Modeling, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Venture Capital, FINRA, Hedge Funds, Investor Relations, Financial Planning
Education
Northwestern College
Bachelor or Arts, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business
MBA, Structured Finance
Legacy Bank July 2012 - Present
DeWaay Financial Network April 2009 - July 2012
DeWaay Capital Management May 2006 - March 2009
Cahaba GBA 1997 - 2002
Skills
Financial Analysis, Series 7, Investments, Alternative Investments, Due Diligence, Private Equity, Valuation, Strategic Financial..., Securities, Asset Managment, Investment Banking, Asset Management, Mutual Funds, Financial Modeling, Portfolio Management, Investment Advisory, Mergers & Acquisitions, Venture Capital, FINRA, Hedge Funds, Investor Relations, Financial Planning
Education
Northwestern College
Bachelor or Arts, Accounting and Finance
University of Iowa - Henry B. Tippie College of Business
MBA, Structured Finance
Jacob Ritchhart's DeWaay Capital Management Experience September 2005 - Present
Job Client Database Manager at DeWaay Capital Management
Industry Financial Services
Experience
DeWaay Capital Management September 2005 - Present
DeWaay Capital Management 2005 - Present
Education
Des Moines Area Community College 2002 — 2005
DeWaay Capital Management September 2005 - Present
DeWaay Capital Management 2005 - Present
Education
Des Moines Area Community College 2002 — 2005
Todd Doorenbos's DeWaay Capital Management Experience August 2006 - December 2007
Job Registered Representative at Arete Wealth Management
Industry Investment Management
Experience
Hollander Capital, LLC December 2012 - Present
Arete Wealth Management December 2012 - Present
DeWaay Financial Network December 2007 - November 2012
DeWaay Capital Management August 2006 - December 2007
Skills
Series 7, Alternative Investments, Investments, Securities, FINRA, Series 63, Mutual Funds, Investment Banking, Asset Management, Due Diligence, Portfolio Management, Valuation, Uniform Combined State..., Series 24, Financial Analysis
Education
Iowa State University 1997 — 1999
B.S., Summa Cum Laude, Political Economics
Hollander Capital, LLC December 2012 - Present
Arete Wealth Management December 2012 - Present
DeWaay Financial Network December 2007 - November 2012
DeWaay Capital Management August 2006 - December 2007
Skills
Series 7, Alternative Investments, Investments, Securities, FINRA, Series 63, Mutual Funds, Investment Banking, Asset Management, Due Diligence, Portfolio Management, Valuation, Uniform Combined State..., Series 24, Financial Analysis
Education
Iowa State University 1997 — 1999
B.S., Summa Cum Laude, Political Economics
Alayna Van Hall's DeWaay Capital Management Experience January 2008 - May 2010
Job Account Executive at MaxPoint
Industry Marketing and Advertising
Experience
MaxPoint March 2014 - Present
Aisle50 Inc. June 2012 - March 2014
Havas Impact (formerly Euro RSCG Impact) December 2010 - June 2012
Havas Impact (formerly Euro RSCG Impact) June 2010 - December 2010
DeWaay Capital Management January 2008 - May 2010
Skills
Program Management, Marketing Communications, Contract Development, Web Analytics, Website Development, Experiential Marketing, Sampling, Relationship Marketing, Mobile Marketing, Marketing, Contract Management, FMCG, Creative Direction, Leadership, Digital Marketing, Online Advertising, Marketing Strategy, Advertising, Management, Social Media Marketing
Education
Drake University 2007 — 2010
Bachelor of Science, Marketing
Richmond, The American International University in London 2009 — 2009
Art, Italian, History & International Business
MaxPoint March 2014 - Present
Aisle50 Inc. June 2012 - March 2014
Havas Impact (formerly Euro RSCG Impact) December 2010 - June 2012
Havas Impact (formerly Euro RSCG Impact) June 2010 - December 2010
DeWaay Capital Management January 2008 - May 2010
Skills
Program Management, Marketing Communications, Contract Development, Web Analytics, Website Development, Experiential Marketing, Sampling, Relationship Marketing, Mobile Marketing, Marketing, Contract Management, FMCG, Creative Direction, Leadership, Digital Marketing, Online Advertising, Marketing Strategy, Advertising, Management, Social Media Marketing
Education
Drake University 2007 — 2010
Bachelor of Science, Marketing
Richmond, The American International University in London 2009 — 2009
Art, Italian, History & International Business
Eric Ellingson's DeWaay Capital Management Experience 2010 - 2010
Job Lead Technician at Danfoss
Industry Mechanical or Industrial Engineering
Experience
Danfoss July 2011 - Present
City of Ames January 2011 - Present
Heartland Co-op May 2011 - July 2011
DeWaay Capital Management 2010 - 2010
Skills
Microsoft Office, iPhone Support, Windows 7, Windows XP Pro, Printers, Outlook, Active Directory, Process Improvement, Technical Support, Project Management, SAP, IT Operations, Hardware, Servers
Education
Iowa State University 2008 — 2010
BS, Management Information Systems
Des Moines Area Community College 2006 — 2008
AA
Danfoss July 2011 - Present
City of Ames January 2011 - Present
Heartland Co-op May 2011 - July 2011
DeWaay Capital Management 2010 - 2010
Skills
Microsoft Office, iPhone Support, Windows 7, Windows XP Pro, Printers, Outlook, Active Directory, Process Improvement, Technical Support, Project Management, SAP, IT Operations, Hardware, Servers
Education
Iowa State University 2008 — 2010
BS, Management Information Systems
Des Moines Area Community College 2006 — 2008
AA
Dewaay Don's DeWaay Capital Management Experience July 1984 - Present
Job
Industry Marketing and Advertising
Experience
The Profit Zone January 2014 - Present
DeWaay Capital Management July 1984 - Present
Skills
Sales, Marketing, Team Building, Business Development, Public Speaking, Investments, Marketing Strategy, Strategic Planning, New Business Development, Customer Service, Entrepreneurship, Management, Capital Markets, Sales Management, Contract Negotiation, Leadership, Business Strategy, Business Planning, Negotiation, Small Business
Education
University of Northern Iowa 1978 — 1983
Bachelor's degree
The Profit Zone January 2014 - Present
DeWaay Capital Management July 1984 - Present
Skills
Sales, Marketing, Team Building, Business Development, Public Speaking, Investments, Marketing Strategy, Strategic Planning, New Business Development, Customer Service, Entrepreneurship, Management, Capital Markets, Sales Management, Contract Negotiation, Leadership, Business Strategy, Business Planning, Negotiation, Small Business
Education
University of Northern Iowa 1978 — 1983
Bachelor's degree
Amanda Gieseke's DeWaay Capital Management Experience May 2006 - February 2014
Job Relationship Manager at Gilbert & Cook, Inc.
Industry Financial Services
Experience
Gilbert & Cook, Inc March 2014 - Present
DeWaay Capital Management May 2006 - February 2014
Skills
Customer Service
Education
University of Iowa 1999 — 2003
Gilbert & Cook, Inc March 2014 - Present
DeWaay Capital Management May 2006 - February 2014
Skills
Customer Service
Education
University of Iowa 1999 — 2003
Horsman Connie's DeWaay Capital Management Experience January 1994 - Present
Job Director of Client Services at DeWaay Capital Management
Industry Financial Services
Experience
DeWaay Capital Management January 1994 - Present
Skills
Retirement Planning, Financial Advisory, Strategic Financial...
Education
Hampton Community School
University of Northern Iowa
DeWaay Capital Management January 1994 - Present
Skills
Retirement Planning, Financial Advisory, Strategic Financial...
Education
Hampton Community School
University of Northern Iowa