EFS Advisors
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EFS Advisors Employees
Employee
Years
Job
Industry
Suzanne Krusell Smith Suzanne Krusell Smith's EFS Advisors Experience November 2011 - Present
Job Marketing Manager at EFS Advisors
Industry Financial Services
Experience
EFS Advisors November 2011 - Present
Hawkins Associates, LLC August 2010 - November 2011
Target August 2004 - January 2007
Target June 2003 - October 2003
Target May 2001 - June 2003
Target May 1999 - May 2001
Target June 1998 - May 1999
Skills
Marketing, Merchandising, Forecasting, Retail, Marketing Strategy, Sourcing, Management, Training, Sales, Inventory Management, Strategy, Brand Development, Competitive Analysis, Negotiation, Vendor Management, Leadership, Analysis, Strategic Planning, CRM
Education
University of Minnesota - Carlson School of Management 1994 — 1998
BA, Marketing
EFS Advisors November 2011 - Present
Hawkins Associates, LLC August 2010 - November 2011
Target August 2004 - January 2007
Target June 2003 - October 2003
Target May 2001 - June 2003
Target May 1999 - May 2001
Target June 1998 - May 1999
Skills
Marketing, Merchandising, Forecasting, Retail, Marketing Strategy, Sourcing, Management, Training, Sales, Inventory Management, Strategy, Brand Development, Competitive Analysis, Negotiation, Vendor Management, Leadership, Analysis, Strategic Planning, CRM
Education
University of Minnesota - Carlson School of Management 1994 — 1998
BA, Marketing
Jacob Turnbull Jacob Turnbull's EFS Advisors Experience July 2014 - Present
Job Jr .NET Developer at EFS Advisors
Industry Information Technology and Services
Experience
EFS Advisors July 2014 - Present
Polaris Industries January 2014 - July 2014
Skills
C#, HTML, Microsoft SQL Server, CSS, ASP.NET, Web Development, Visual Studio, JavaScript, jQuery, .NET, HTML 5, NetBeans, Programming, Windows 7, Windows, Java
Education
Minneapolis Community and Technical College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Software Development
EFS Advisors July 2014 - Present
Polaris Industries January 2014 - July 2014
Skills
C#, HTML, Microsoft SQL Server, CSS, ASP.NET, Web Development, Visual Studio, JavaScript, jQuery, .NET, HTML 5, NetBeans, Programming, Windows 7, Windows, Java
Education
Minneapolis Community and Technical College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Software Development
Kathryn Nagorski Leary Kathryn Nagorski Leary's EFS Advisors Experience July 2014 - Present
Job Financial Advisor at EFS Advisors
Industry Investment Management
Experience
EFS Advisors July 2014 - Present
Brainerd Lakes Chamber December 2011 - July 2014
Brainerd Lakes Chamber August 2010 - December 2011
Brainerd Dispatch November 1998 - June 2010
Education
St. Cloud State University 1988 — 1990
B.S., Mass Communications
EFS Advisors July 2014 - Present
Brainerd Lakes Chamber December 2011 - July 2014
Brainerd Lakes Chamber August 2010 - December 2011
Brainerd Dispatch November 1998 - June 2010
Education
St. Cloud State University 1988 — 1990
B.S., Mass Communications
Leslie Losey Leslie Losey's EFS Advisors Experience December 2012 - Present
Job Controller/CFO at EFS Advisors & Owner at Friesian Stable
Industry Financial Services
Experience
EFS Advisors December 2012 - Present
Friesian Stable July 2003 - Present
Environmental Graphics LLC 2006 - 2012
Musicland August 2001 - January 2006
SUPERVALU June 1998 - November 2000
Skills
Retail, Inventory Management, Leadership, Forecasting, Team Building, Income Statement, Cross-functional Team..., Strategic Planning, Sales, Competitive Analysis, Merchandising, Microsoft Excel, Budgets, Finance, Financial Accounting, Management, Corporate Finance, Financial Services, Financial Management..., Financial Reporting, Bank Relationship..., Cash Flow Management, Ethical Leadership, Problem Solving, Supervisory Skills, Human Resources
Education
Crown College
EFS Advisors December 2012 - Present
Friesian Stable July 2003 - Present
Environmental Graphics LLC 2006 - 2012
Musicland August 2001 - January 2006
SUPERVALU June 1998 - November 2000
Skills
Retail, Inventory Management, Leadership, Forecasting, Team Building, Income Statement, Cross-functional Team..., Strategic Planning, Sales, Competitive Analysis, Merchandising, Microsoft Excel, Budgets, Finance, Financial Accounting, Management, Corporate Finance, Financial Services, Financial Management..., Financial Reporting, Bank Relationship..., Cash Flow Management, Ethical Leadership, Problem Solving, Supervisory Skills, Human Resources
Education
Crown College
Jason Janes Jason Janes's EFS Advisors Experience September 2004 - Present
Job Financial Advisor with EFS Advisors
Industry Financial Services
Experience
EFS Advisors September 2004 - Present
Citi June 2002 - September 2004
Jasper Engines & Transmissions June 1996 - May 2002
Skills
Personal Financial..., Retirement Planning, Business Development, Team Leadership, Investments, FINRA, Series 6, Series 63, Life Insurance, CLTC, Mutual Funds, Financial Services, Securities
Education
Northwood University 1993 — 1996
Bachelor of Business Administration (B.B.A.) ( A.A.) (L.A.), Business, Management, Marketing, and Related Support Services
Waverly High School 1987 — 1991
High School Diploma, College prep, sports and life skills
EFS Advisors September 2004 - Present
Citi June 2002 - September 2004
Jasper Engines & Transmissions June 1996 - May 2002
Skills
Personal Financial..., Retirement Planning, Business Development, Team Leadership, Investments, FINRA, Series 6, Series 63, Life Insurance, CLTC, Mutual Funds, Financial Services, Securities
Education
Northwood University 1993 — 1996
Bachelor of Business Administration (B.B.A.) ( A.A.) (L.A.), Business, Management, Marketing, and Related Support Services
Waverly High School 1987 — 1991
High School Diploma, College prep, sports and life skills
Molly (Nemes) Hamer Molly (Nemes) Hamer's EFS Advisors Experience August 2013 - Present
Job Marketing Communications Manager at EFS Advisors
Industry Financial Services
Experience
EFS Advisors August 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2013
Ameriprise Financial March 2011 - October 2012
Integrated Equity Management, Inc. December 2002 - March 2011
Ion Technologies 2001 - 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Training, Coaching, Project Coordination, Team Leadership, Teamwork, Marketing, Social Media Marketing, Customer Service, Event Planning, Marketing Communications, Marketing Strategy, Leadership, Webinars, PowerPoint
Education
Gustavus Adolphus College 1997 — 2001
BA, Information Management
Lakeville High School
EFS Advisors August 2013 - Present
Ameriprise Financial Services, Inc. October 2012 - August 2013
Ameriprise Financial March 2011 - October 2012
Integrated Equity Management, Inc. December 2002 - March 2011
Ion Technologies 2001 - 2002
Skills
Series 7, Series 63, Series 6, Life Insurance, Training, Coaching, Project Coordination, Team Leadership, Teamwork, Marketing, Social Media Marketing, Customer Service, Event Planning, Marketing Communications, Marketing Strategy, Leadership, Webinars, PowerPoint
Education
Gustavus Adolphus College 1997 — 2001
BA, Information Management
Lakeville High School
Sam Mazuk Sam Mazuk's EFS Advisors Experience January 2015 - Present
Job Financial Advisor at EFS Advisors
Industry Financial Services
Experience
EFS Advisors January 2015 - Present
Office of Senator Jeff Danielson September 2011 - April 2012
Skills
Wealth Management, Financial Planning, Pensions, IRAs, Roth IRA, 403 b, Simple IRA, 401k, Financial Analysis, Personal Finance, Retirement Planning, IPERS, 401k Rollovers, Series 6, Series 63, Portfolio Management, Mutual Funds, Microsoft Office, Public Speaking, PowerPoint, Management, Microsoft Excel, Customer Service, Investments, Finance, Microsoft Word, Leadership, Retirement, Securities, Data Analysis, Estate Planning, Risk Management
Education
University of Northern Iowa 2010 — 2012
MPP, Master of Public Policy
University of Northern Iowa 2006 — 2010
Bachelors, Economics; Business Analysis Emphasis
EFS Advisors January 2015 - Present
Office of Senator Jeff Danielson September 2011 - April 2012
Skills
Wealth Management, Financial Planning, Pensions, IRAs, Roth IRA, 403 b, Simple IRA, 401k, Financial Analysis, Personal Finance, Retirement Planning, IPERS, 401k Rollovers, Series 6, Series 63, Portfolio Management, Mutual Funds, Microsoft Office, Public Speaking, PowerPoint, Management, Microsoft Excel, Customer Service, Investments, Finance, Microsoft Word, Leadership, Retirement, Securities, Data Analysis, Estate Planning, Risk Management
Education
University of Northern Iowa 2010 — 2012
MPP, Master of Public Policy
University of Northern Iowa 2006 — 2010
Bachelors, Economics; Business Analysis Emphasis
Dennis Ludwig CPA MBA CLTC Dennis Ludwig CPA MBA CLTC's EFS Advisors Experience May 2007 - Present
Job Financial Advisor at EFS Advisors
Industry Financial Services
Experience
EFS Advisors May 2007 - Present
Skills
Financial Planning, Wealth Management, CPA, IRAs, Roth IRA, 401k Plans, 403b Plans, Simple IRA, Long-term Care, IPERS, Pensions, Tax Shelters, Investments, Client Services, Securities, Retirement Planning, Estate Planning, Risk Management, Mutual Funds, Portfolio Management, 401k Rollovers, 403b Rollovers, 457 Plans, 457 Rollovers, Finance, Tax Planning, Customer Service, Data Analysis, Series 6, Series 63, Series 65, Public Speaking, Public Seminars, PowerPoint, Microsoft Office
Education
Nova Southeastern University 1990 — 1992
Master of Business Administration (MBA), Business Administration
Mount Mercy University 1972 — 1976
Bachelor's degree, Accounting and Finance
EFS Advisors May 2007 - Present
Skills
Financial Planning, Wealth Management, CPA, IRAs, Roth IRA, 401k Plans, 403b Plans, Simple IRA, Long-term Care, IPERS, Pensions, Tax Shelters, Investments, Client Services, Securities, Retirement Planning, Estate Planning, Risk Management, Mutual Funds, Portfolio Management, 401k Rollovers, 403b Rollovers, 457 Plans, 457 Rollovers, Finance, Tax Planning, Customer Service, Data Analysis, Series 6, Series 63, Series 65, Public Speaking, Public Seminars, PowerPoint, Microsoft Office
Education
Nova Southeastern University 1990 — 1992
Master of Business Administration (MBA), Business Administration
Mount Mercy University 1972 — 1976
Bachelor's degree, Accounting and Finance
Tony Schutte Tony Schutte's EFS Advisors Experience February 2006 - Present
Job Helping Navigate Your Financial Future at EFS Advisors
Industry Financial Services
Experience
EFS Advisors February 2006 - Present
Enterprise Rent-A-Car February 2004 - January 2006
Northwestern Mutual June 2003 - September 2003
Skills
Series 6, Series 63, Series 65, Life & Health Insurance..., Investment Strategies, Financial Planning, 403 b, Pensions, Personal Finance, Personal Financial..., Retirement Planning, Retirement Savings, Wealth Management
Education
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Finance
EFS Advisors February 2006 - Present
Enterprise Rent-A-Car February 2004 - January 2006
Northwestern Mutual June 2003 - September 2003
Skills
Series 6, Series 63, Series 65, Life & Health Insurance..., Investment Strategies, Financial Planning, 403 b, Pensions, Personal Finance, Personal Financial..., Retirement Planning, Retirement Savings, Wealth Management
Education
St. Olaf College 2000 — 2004
Bachelor of Arts (B.A.), Economics and Finance
Dwight Walker Dwight Walker's EFS Advisors Experience June 2007 - Present
Job Financial Advisor at EFS Advisors.
Industry Financial Services
Experience
EFS Advisors June 2007 - Present
Skills
Retirement Planning, Wealth Management, Retirement, FINRA, Finance, Securities
Education
Mayville State University
Bachelor of Science (B.S.)
EFS Advisors June 2007 - Present
Skills
Retirement Planning, Wealth Management, Retirement, FINRA, Finance, Securities
Education
Mayville State University
Bachelor of Science (B.S.)
Jay Higgins, CFP®'s EFS Advisors Experience May 2011 - Present
Job Financial Advisor at EFS Advisors, Inc.
Industry Financial Services
Experience
EFS Advisors May 2011 - Present
Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Series 63, Mutual Funds, Investments, Wealth Management, Fixed Annuities, 401k Rollovers, Alternative Investment..., Fixed Income Strategies, Economics, Protection..., Tactical Asset..., Investment Policy, Securities, Series 6, Uniform Combined State..., Investment Strategies, Asset Management, Investment Advisory, Asset Allocation, Finance
Education
St. Olaf College 2004 — 2008
Bachelors, Economics
EFS Advisors May 2011 - Present
Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Series 63, Mutual Funds, Investments, Wealth Management, Fixed Annuities, 401k Rollovers, Alternative Investment..., Fixed Income Strategies, Economics, Protection..., Tactical Asset..., Investment Policy, Securities, Series 6, Uniform Combined State..., Investment Strategies, Asset Management, Investment Advisory, Asset Allocation, Finance
Education
St. Olaf College 2004 — 2008
Bachelors, Economics
Matthew Rothchild's EFS Advisors Experience January 2013 - Present
Job Compliance Officer at EFS Advisors
Industry Financial Services
Experience
EFS Advisors January 2013 - Present
Ameriprise Financial Services, Inc. May 2006 - January 2013
Tena Companies February 2005 - February 2006
Century Circuits 2004 - 2005
Skills
Investments, FINRA, Series 7, Alternative Investments, Securities, Mutual Funds, Financial Analysis, Process Improvement, Analysis, Customer Service, Financial Services, Compliance, Securities compliance, Equities, Series 24, Public Speaking, Asset Management, Customer Relations, Business Analysis, Operations Management, Series 53
Education
The University of North Dakota 2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics, Finance, Management
EFS Advisors January 2013 - Present
Ameriprise Financial Services, Inc. May 2006 - January 2013
Tena Companies February 2005 - February 2006
Century Circuits 2004 - 2005
Skills
Investments, FINRA, Series 7, Alternative Investments, Securities, Mutual Funds, Financial Analysis, Process Improvement, Analysis, Customer Service, Financial Services, Compliance, Securities compliance, Equities, Series 24, Public Speaking, Asset Management, Customer Relations, Business Analysis, Operations Management, Series 53
Education
The University of North Dakota 2000 — 2004
Bachelor of Business Administration (B.B.A.), Economics, Finance, Management
Brandon Kopp's EFS Advisors Experience January 2014 - Present
Job IT at EFS Advisors
Industry Financial Services
Experience
EFS Advisors January 2014 - Present
Education
Anoka Ramsey Community College 2012 — 2014
AAS Systems Administration, Information Technology, 4.0
EFS Advisors January 2014 - Present
Education
Anoka Ramsey Community College 2012 — 2014
AAS Systems Administration, Information Technology, 4.0