FFP Wealth Management
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FFP Wealth Management Employees
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services, Inc. July 2014 - September 2015
MD Financial Advisors July 2013 - July 2014
Columbia Management July 2012 - February 2013
Ameriprise Financial Services, Inc. November 2009 - July 2012
FFP Wealth Management January 2007 - January 2009
FFP Wealth Management April 2001 - December 2006
Skills
Finance, Investments, Insurance, Employee Benefits, Financial Advisory, Management, Financial Services, Financial Analysis, Marketing, Training, Fixed Annuities, Operations Management, New Business Development, Accounting, Mutual Funds, Wealth Management, Leadership, Retirement Planning, Series 7, Financial Planning, Retirement, Customer Service, Series 63, Sales, Strategy, Portfolio Management, Strategic Planning, Team Building
Education
University of Minnesota-Twin Cities 1997 — 2002
BA, Psychology
FFP Wealth Management June 2012 - Present
Skills
Marketing Communications, Marketing Strategy, Email Marketing, Direct Marketing, Marketing, Social Media Marketing, Market Research, Digital Marketing, Marketing Management, Product Marketing, Social Media, Online Marketing, Online Advertising, Advertising, Competitive Analysis, Lead Generation, B2B Marketing, Public Relations, Integrated Marketing, Event Planning, Social Networking, Strategic Communications, Event Management
Education
St. Cloud State University 2008 — 2012
Mass Communication, Public Relations
Anoka High
FFP Wealth Management October 2013 - Present
St. Cloud State Husky Fund January 2012 - January 2013
YRC Worldwide, Inc. May 2005 - May 2009
Skills
Leadership, Public Speaking, PowerPoint, Event Planning, Social Media, Research, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Digital Dictation, teambuilding, Risk Management, Networking, Information Technology, Financial Analysis, Financial Reporting, Financial Accounting, Financial Modeling, Financial Services, Financial Planning, Personal Financial..., Managerial Finance, Securities, Trading, Equity Trading, Stock Trading, Derivatives, Interest Rate Risk..., Hedging
Education
St. Cloud State University 2011 — 2013
Bachelor of Science in Finance, Finance, 3.27
Inver Hills Community College 2009 — 2011
Associate of Arts (AA), Generals, 3.82
FFP Wealth Management 2010 - Present
FFP Inc. 1998 - Present
Future Financial Planners, Inc. 1996 - 1998
Future Financial Planners, Inc. 1993 - 1996
Skills
Wealth Management, Retirement Planning, Customer Service
Education
St. Peter's College 1990 — 1994
BS, Accounting, & Economics
FFP Wealth Management 1992 - Present
Skills
Strategic Financial..., Wealth Management, Financial Planning, Financial Advisory, Asset Management, Asset Allocation, Investments, Investment Strategies, Retirement, Retirement Planning, Estate Planning, Investment Management, Investment Advisory, Portfolio Management, Financial Services
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner (CFP®), Finance and Financial Management Services
The American College 1994 — 1995
Charter Financial Consultant (ChFC®), Finance and Financial Management Services
Internal Revenue Service
Enrolled Agent, Finance and Financial Management Services
Brown College 2001 — 2002
Associate of Science (A.S.), Computer Science
Whitecap Financial, L.L.C. June 2008 - Present
FFP Wealth Management May 2007 - March 2008
University of Minnesota 2004 - 2007
Satyam 2006 - 2006
Skills
Financial needs analysis, Business Strategies, Succession Planning, Portfolio Management
Education
University of Minnesota-Twin Cities 2004 — 2008
Bachelor's of science, Economics
University of Minnesota-Twin Cities 2004 — 2008
Bachelor's of Science, Economics & Marketing
FFP Wealth Management May 2012 - Present
Wealth Enhancement Group January 2011 - June 2011
Skills
Investments, Wealth Management, Investment Advisory, Investment Analysis, Microsoft Excel, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Financial Advisory, Financial Services, Customer Service, Insurance, Financial Planning, Leadership
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science Degree, Business; Finance; Investment Analysis
Occam Group, Ltd January 2003 - Present
FFP Wealth Management 1999 - 2002
Skills
Program Management, Project Management, Process Improvement, Business Intelligence, Business Analysis, PMO, Change Management, Project Portfolio..., PMP, Project Server, Software Development, Resource Management, Requirements Gathering, Integration, Financial Analysis, Account Management, Strategic Planning, Financial Modeling, SharePoint, SQL, Team Leadership, Cross-functional Team..., Business Process..., Vendor Management, Microsoft SQL Server, SDLC, Agile Project Management
Education
University of Notre Dame 1998 — 1998
Pew Fellowship
Bethel University 1996 — 1998
Master's Degree, Varied
FFP Wealth Management February 2013 - Present
Education
Anoka Ramsey Community College 2013 — 2015