Fiduciary Counselling, Inc.

Description

Address: 30 E 7th St #2000, St Paul, MN 55101 Phone: (651) 228-0935: : : : : Website: Hours: Place name: Category: : 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. Add website 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 Fiduciary Counseling Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Fiduciary Counselling, Inc. Employees

Employee
Years
Job
Industry
Adam Arling Adam Arling Greater Minneapolis-St. Paul Area Details
Adam Arling's Fiduciary Counselling, Inc. Experience December 2012 - September 2013
Job at Citizens League
Industry Public Policy
Experience
BI WORLDWIDE  March 2015 - Present
Citizens League  October 2013 - Present
Alondra Cano for City Council   July 2013 - October 2013
Fiduciary Counselling Inc.  December 2012 - September 2013
Minnesotans United for All Families  March 2012 - November 2012
Citizens League  February 2010 - March 2012
University of Minnesota, Office of Student and Community Relations   September 2008 - November 2011

Skills
Public Policy, Community Outreach, Volunteer Management, Public Relations, Political Campaigns, Public Speaking, Policy Analysis, Strategic Communications, Non-profits, Leadership Development, Grant Writing, Research, Social Media, HTML, Leadership, Nonprofits

Education
University of Minnesota-Twin Cities   2007 — 2010
B.A., Political Science

Sami Shingu Sami Shingu Minneapolis, Minnesota Details
Sami Shingu's Fiduciary Counselling, Inc. Experience January 2012 - April 2014
Job Associate Portfolio Administrator
Industry Investment Management
Experience
The Leuthold Group  April 2014 - Present
Anytime Fitness  October 2013 - Present
Fiduciary Counselling, Inc.   January 2012 - April 2014
Fiduciary Counselling, Inc.   January 2010 - January 2012
Minnesota Zoo  August 2009 - January 2010
University of California, Santa Barbara  October 2006 - July 2009

Skills
Lotus Notes, Administrative..., Organization &..., Timeslips, Microsoft Excel, Microsoft Word, Great Personality, Time Management, AS400 system, Great Plains Software, Microsoft Office, QuickBooks, Adobe Professional, IBM iSeries, Budgets, Administrative Support, Great Plains, AS400, Mutual Funds, Creative Problem Solving, Interpersonal..., Yoga, Account Reconciliation

Education
Metropolitan State University   2010 — 2012
B.S., Accounting

University of California, Santa Barbara   2005 — 2009
B.A., Biological Sciences - Ecology, Evolution & Marine Biology

Lodi High School

Elizabeth (Eli) Greiner-Quiett, CIPM Elizabeth (Eli) Greiner-Quiett, CIPM Greater Minneapolis-St. Paul Area Details
Elizabeth (Eli) Greiner-Quiett, CIPM's Fiduciary Counselling, Inc. Experience October 2014 - Present
Job Chief of Client Service and Operations at Fiduciary Counselling, Inc.
Industry Investment Management
Experience
Fiduciary Counselling, Inc.   October 2014 - Present
Oxford Financial Group, Ltd.   2000 - Present
McDonald Investments  1999 - 2000
Northwestern Mutual  1996 - 1999

Skills
Strategic Planning, Project Management, Operations Management, Performance Measurement, Client Relations Skills, Software Integrations, Managing Database, Salesforce.com, Talent Developer, Financial Reporting, Transformational..., Leadership, Series 7, Estate Planning, Asset Allocation, Management, Budgets, Human Resources, Due Diligence, Trading, Training, CRM

Education
University of Notre Dame   2012 — 2014
Master of Business Administration (MBA)

Indiana University-Purdue University at Indianapolis   1995 — 1999
B.S.

Rachel Vaerewyck Rachel Vaerewyck Puyallup, Washington Details
Rachel Vaerewyck's Fiduciary Counselling, Inc. Experience October 2005 - Present
Job CFP®
Industry Financial Services
Experience
Fiduciary Counselling Inc  October 2005 - Present
First Financial Bank  July 2002 - August 2005
Dana Holding Corporation  January 2001 - June 2002

Skills
Credit Analysis, Financial Analysis, Commercial Banking, Cash Management, Portfolio Management, Financial Modeling, Finance, Accounts Payable, Strategic Financial..., Cash Flow, Wealth Management, Investments

Education
College for Financial Planning   2010 — 2011
CFP, Financial Planning and Services

Manchester College   1996 — 2000
Bachelor's of Science, Accounting

Megan McNary Megan McNary Nashville, Tennessee Details
Megan McNary's Fiduciary Counselling, Inc. Experience June 2011 - February 2012
Job Data Analyst at Broadcast Music, Inc. (BMI)
Industry Financial Services
Experience
Broadcast Music, Inc. (BMI)   August 2014 - Present
Marquette University Business Career Center   September 2012 - May 2014
BMO Harris Bank  September 2013 - December 2013
BMO Harris Bank  May 2013 - August 2013
Fiduciary Counselling Inc  June 2011 - February 2012

Skills
Microsoft Excel, Microsoft Access, PowerPoint, Research, Microsoft Word, Microsoft Office, Access, Analysis, Data Analysis, Public Speaking, Leadership, Time Management, Teamwork, Event Planning, Social Media, Social Networking

Education
Marquette University   2010 — 2014
Economics, Finance

Applied Global Business Learning- El Salvador   2013 — 2013

National University of Ireland, Galway   2012 — 2012

Hastings High School   2006 — 2010

Debra Doerr Debra Doerr Saint Paul, Minnesota Details
Debra Doerr's Fiduciary Counselling, Inc. Experience December 2014 - Present
Job Legal Administrative Assistant
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   December 2014 - Present
RE/MAX Results  July 2013 - Present
RE/MAX Results  February 2010 - July 2013
RE/MAX Results  August 2007 - February 2010
Thomson Reuters  March 1994 - December 1997

Skills
Real Estate, Listings, Sellers, Selling, Buyer Representation, Single Family Homes, Real Estate Transactions, Condos, First Time Home Buyers, New Home Sales, Residential Homes, Property Management

Education
Minnesota State University, Moorhead
Business Administration and Management, General

See Vang See Vang Saint Paul, Minnesota Details
See Vang's Fiduciary Counselling, Inc. Experience April 2007 - Present
Job Administrative Assistant at Fiduciary Counselling, Inc
Industry Financial Services
Experience
Fiduciary Counselling Inc.  April 2007 - Present
FFP Global  March 2005 - August 2006
ev3  May 2004 - January 2005

Skills
Microsoft Excel, Microsoft Word, Lotus Notes, Bilingual-Enlgish/Hmong, Long-term Customer..., Databases, Data Entry, Customer Service

Education
Southwest Minnesota State University   2000 — 2004
Bachelor of Arts (BA), Creative Writing/Literature

AnneMarie Kaul AnneMarie Kaul Greater Minneapolis-St. Paul Area Details
AnneMarie Kaul's Fiduciary Counselling, Inc. Experience May 2010 - June 2011
Job Global Project Manager Compensation and Benefits at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters  June 2014 - Present
Thomson Reuters  August 2011 - June 2014
Fiduciary Counselling, Inc  May 2010 - June 2011
Emma Norton   February 2010 - May 2010
Arthritis Foundation  April 2009 - August 2009
American Red Cross  May 2004 - December 2008
Minnesota Life/Securian Financial   December 1986 - March 2004
RJR Nabisco  May 1985 - December 1986

Skills
Project Planning, Process Improvement, Cross-functional Team..., CRM, Leadership, Business Process..., Management, Project Management, Business Process, Integration, Risk Management, Strategic Planning, ERP, PMO, Marketing, Sales, Mergers & Acquisitions, Customer Service, Time Management, Policy, Disaster Recovery, Fundraising, Event Planning, Team Building, Non-profits

Education
Project Management Institute   2010 — 2010
PMP, Project Management

University of Saint Thomas - School of Business   1996 — 2002
MBA

University of Saint Thomas - Opus College of Business   2001 — 2001
Mini-MBA, Not-for-Profit

University of Minnesota Duluth   1981 — 1985
Business Administration, Management and Finance

Mara Chamberlain Mara Chamberlain Gilbert, Arizona Details
Mara Chamberlain's Fiduciary Counselling, Inc. Experience June 2007 - June 2010
Job Senior Accountant at SCF Arizona
Industry Hospitality
Experience
CopperPoint Mutual Insurance Company  September 2013 - Present
Troon Golf  June 2010 - September 2013
Fiduciary Counselling Inc  June 2007 - June 2010
Beltmann Relocation Group  January 2006 - June 2007

Skills
Jonas POS and..., Peachtree, AS400 system, AT Web Accounting System, Teamwork, Team Leadership, Balance Sheet Review, Monthly Close Process, Financial Statements, Account Reconciliation, Financial Reporting, Bank Reconciliation, Evaluating Cash..., Communication, Internal Audit, Mutual Fund Accounting, Multi-State Sales Tax, Accounting

Education
University of Minnesota-Duluth   2001 — 2005
Bachelor of Accounting, Accounting

Joselyn Magner Joselyn Magner Greater Minneapolis-St. Paul Area Details
Joselyn Magner's Fiduciary Counselling, Inc. Experience February 2006 - September 2008
Job Corporate Internal Auditor at Travelers
Industry Commercial Real Estate
Experience
Travelers  June 2013 - Present
Opus Holding, L.L.C.   January 2011 - June 2013
Unger Meat Company   July 2010 - January 2011
Opus Corporation  September 2008 - July 2010
Fiduciary Counselling, Inc.   February 2006 - September 2008
Fiduciary Counselling, Inc.   July 2002 - February 2006

Skills
Accounting, Tax, Payroll, Tax Accounting, Tax Research, Microsoft Office, Income Tax, Financial Statements, Financial Reporting, Financial Analysis, Auditing

Education
University of Nevada Las Vegas Lee Business School   1999 — 2002
Bachelor of Business Administration, Accounting

Mayville   1998 — 1999
Generals

University of North Dakota - Lake Region   1997 — 1998
Associate of Arts, Generals and Flight Simulator Technician classes

University of Wisconsin-Eau Claire   1996 — 1997
Generals

Tartan High School   1992 — 1996

Laurie Kern Laurie Kern Greater Minneapolis-St. Paul Area Details
Laurie Kern's Fiduciary Counselling, Inc. Experience May 2011 - April 2014
Job Senior Compliance Associate at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management  May 2014 - Present
Fiduciary Counselling, Inc.   May 2011 - April 2014
Clearwater Investment Trust   December 2013 - March 2014
Clearwater Management Company   December 2013 - March 2014
Fiduciary Counselling, Inc.   April 2010 - May 2011
Thrivent Financial for Lutherans  September 2007 - March 2010
American Express Financial Advisors  2003 - 2005
American Express Financial Advisors  1997 - 2003

Skills
Regulatory Compliance, Process Improvement, Internal Controls, Leadership, Team Management, Management, Financial Services, Investments, Change Management, Asset Management

Education
Cardinal Stritch University   1989 — 1991
BS, Business Management

Beth Marciniak Beth Marciniak Greater Minneapolis-St. Paul Area Details
Beth Marciniak's Fiduciary Counselling, Inc. Experience December 1993 - February 1998
Job Customer Service Representative at CardioNet
Industry Medical Devices
Experience
CardioNet  October 2013 - Present
Deluxe Corporation  October 2011 - Present
Athleta  August 2012 - Present
American Snuff Company  July 2000 - August 2010
Conwood Sales Company   February 1998 - July 2000
Fiduciary Counselling Inc.  December 1993 - February 1998
THE SANWA BANK LIMITED  January 1992 - January 1993

Education
Northern Michigan University   1984 — 1988
Bachelor of Science Degree, History, Minor in Business Administration

Andrew Lang, CFA Andrew Lang, CFA Greater Minneapolis-St. Paul Area Details
Andrew Lang, CFA's Fiduciary Counselling, Inc. Experience December 2010 - Present
Job Senior Investment Analyst at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   December 2010 - Present
Clark Consulting  September 2001 - December 2010

Skills
Investments, Asset Management, Mutual Funds, Portfolio Management, Financial Modeling, Equities, Analysis, Wealth Management, Pensions, 401k, Financial Analysis, Financial Planning, Series 7, Hedge Funds

Education
The Catholic University of America   1996 — 1998
MA

St. John's University   1991 — 1995
BA

M. Julie McKinley M. Julie McKinley Greater Minneapolis-St. Paul Area Details
M. Julie McKinley's Fiduciary Counselling, Inc. Experience February 2011 - Present
Job CEO and President at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   February 2011 - Present
Fiduciary Counselling, Inc.   February 2011 - Present
Fiduciary Counselling, Inc.   February 2011 - Present
Northern Trust Company  October 1991 - February 2011
Harris Bank  1984 - 1991

Skills
Wealth Management, Asset Allocation, Asset Managment, Alternative Investments, Portfolio Management, Mutual Funds, Asset Management, Equities, Trust Services, Wealth Management..., Investment Management, Estate Planning, Investment Advisory, Series 7, Hedge Funds, Securities, High Net Worth..., Investment Strategies, Wealth, Investments, Fixed Income, Financial Services, Bonds, Financial Advisory, Retirement Planning, Series 63, Strategic Financial..., Financial Planners, 401k, Retirement, Financial Markets, Capital Markets, Private Equity, Private Banking, Options, Trading, ETFs, Trusts, Financial Planning

Education
Saint Mary's College   1974 — 1978
B.A., English Literature, Humanistic Studies

Woodlands Academy of the Sacred Heart   1970 — 1974
high school

Troy Sapp, CFP® Troy Sapp, CFP® Greater Seattle Area Details
Troy Sapp, CFP®'s Fiduciary Counselling, Inc. Experience January 1996 - February 2010
Job CERTIFIED FINANCIAL PLANNER™ at Commencement Financial Planning LLC
Industry Financial Services
Experience
Commencement Financial Planning LLC   April 2010 - Present
Fiduciary Counselling Inc  January 1996 - February 2010
Brown & Bigelow  January 1994 - January 1996

Education
University of Minnesota - Carlson School of Management   1992 — 1994
BSB, Accounting

Cheryl Lance-Hoepfl Cheryl Lance-Hoepfl Greater Minneapolis-St. Paul Area Details
Cheryl Lance-Hoepfl's Fiduciary Counselling, Inc. Experience January 2000 - January 2008
Job Senior Financial Analyst at Thomson Reuters
Industry Accounting
Experience
Thomson Reuters  May 2012 - Present
Barbri Inc.  June 2011 - March 2012
Thomson Reuters  July 2010 - June 2011
Thomson Reuters  January 2008 - July 2010
Fiduciary Counselling Inc.  January 2000 - January 2008

Skills
SAP, JD Edwards, Business Objects, Cognos, SAP BI/BW, Excel, Word, PowerPoint, Access, Microsoft Excel, Finance, P&L Forecasting, Accounting, Journal Entries, Divestiture Experience, Accounts..., Financial Analysis, Financial Reporting

Education
Winona State University   1994 — 1998
Bachelor of Science, Accounting

Johnson High

University of Minnesota - Carlson School of Management

John F Maloy John F Maloy United States Details
John F Maloy's Fiduciary Counselling, Inc. Experience November 2013 - March 2014
Job Chief Financial Officer at Jewish Family & Children's Services
Industry Information Technology and Services
Experience
Jewish Family & Children's Services   March 2015 - Present
JFxM Consulting L.L.C.   June 2011 - February 2015
Fiduciary Counselling Inc.  November 2013 - March 2014
Thomson Reuters  2010 - 2011
Thomson Reuters  February 2006 - January 2010
Thomson Reuters  January 2004 - February 2006
Thomson Reuters  January 2000 - January 2004
Thomson Reuters  January 1997 - January 2000
Thomson Reuters  February 1995 - January 1997
Bausch + Lomb  January 1990 - February 1995

Skills
Strategy, Mergers & Acquisitions, Start-ups, Business Development, Strategic Planning, Business Strategy, Executive Management, New Business Development, P&L Management, Acquisition Integration, Leadership, Business Planning, Management, Business Process..., International Business, Corporate Finance, Account Management, SaaS, Change Management, Financial Analysis, ERP, Venture Capital, Organizational..., Sales Management, International Management, Analysis, Mergers, Strategic Financial..., B2B, Project Planning, Financial Accounting, Financial Modeling, Financial Reporting, Finance, Budgets, Competitive Analysis, Joint Ventures, Business Valuation, Corporate Development, Financial Management, Customer Negotiations, Contract Negotiations, Cross-functional Team..., Customer Acquisition, International Sales, Cash Management, Due Diligence, Managerial Finance, Negotiation, Contract Negotiation

Education
William E. Simon School of Business   1986 — 1989
Master of Business Administration (M.B.A.), Finance, Accounting, Operations

Temple University Japan   2006 — 2009
Japanese Language

Boston College
B.S., Psychology; Sociology

University of New Hampshire
B.S., Geology & Chemistry

Justin L. Larson, CTFA® Justin L. Larson, CTFA® Greater Minneapolis-St. Paul Area Details
Justin L. Larson, CTFA®'s Fiduciary Counselling, Inc. Experience June 2012 - Present
Job Trust Administrator at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   June 2012 - Present
Wells Fargo  July 2007 - June 2012
Lutheran Music Program  2005 - 2007

Skills
Trust Services, Banking, Fiduciary Services, Wealth Management, Private Banking, Strategic Financial..., Customer Service, Outlook, Estate Planning, Risk Management, Wealth Management..., Management, Portfolio Management, Finance, Relationship Management, Asset Allocation, Trusts, Investments, Financial Services, Securities, Financial Planning

Education
Saint John's University   2001 — 2005
Bachelor of Arts (B.A.)

Jennifer Lammers Jennifer Lammers Greater Minneapolis-St. Paul Area Details
Jennifer Lammers's Fiduciary Counselling, Inc. Experience August 2009 - November 2013
Job Chief Compliance Officer at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management  December 2013 - Present
Clearwater Investment Trust   September 2009 - December 2013
Clearwater Management Company   September 2009 - December 2013
Fiduciary Counselling, Inc.   August 2009 - November 2013
RiverSource Investments/Riversource Funds   October 2006 - April 2009
RBC Asset Management (formerly Voyageur Asset Management)   June 2002 - October 2006
RBC Asset Management (formerly Voyageur Asset Management)   September 2001 - October 2006
RBC Wealth Management (Formerly RBC Dain Rauscher)   1998 - 2000
PROSAR  1997 - 1998
Multifoods  1992 - 1997

Skills
Mutual Funds, Asset Managment, SEC filings, Public Speaking, Strategic Financial..., Corporate Governance, Board Governance, Financial Analysis, Business Strategy, Business Planning, Management, Change Management, Project Management, Financial Risk, Private Equity, Board Administration, Board Relations, Financial Reporting, Risk Management, Mentoring, Compliance, Vendor Management, Negotiation, Series 7, French, Strategic Leadership, Internal Controls, Asset Management, Strategy, Accounting, Auditing

Education
University of Houston, C.T. Bauer College of Business   1984 — 1986
MBA, Accounting

BYU
Bachelor of Science, Psychology/International Relations

Erin Dreier Erin Dreier Greater Minneapolis-St. Paul Area Details
Erin Dreier's Fiduciary Counselling, Inc. Experience December 2008 - May 2014
Job CPA, Inactive
Industry Accounting
Experience
Fiduciary Counselling, Inc.   December 2008 - May 2014
Ernst & Young, LLP   January 2007 - December 2008

Skills
Tax Research, Partnership Taxation, Tax Returns, Tax Compliance, Tax Return Preparation, Tax Accounting, Income Tax, Federal Tax, Corporate Tax, Individual Taxation, State Taxation, Gift Tax

Education
University of Minnesota - Carlson School of Management   2002 — 2006
BSB, Accounting & HRIR

Catherine Rossini Catherine Rossini Greater Minneapolis-St. Paul Area Details
Catherine Rossini's Fiduciary Counselling, Inc. Experience August 1998 - January 2010
Job Senior Accounting Analyst at BioScrip, Inc.
Industry Accounting
Experience
BioScrip  August 2012 - Present
Spotlight Media Relations   February 2010 - July 2014
Starkey Hearing Foundation  January 2011 - August 2012
Fiduciary Counselling, Inc.   August 1998 - January 2010

Skills
Accounting, Account Management, Microsoft Excel, Auditing, Process Improvement, Forecasting, Cash Flow, Finance, Financial Analysis

Education
Augsburg College   1981 — 1985
B.A., Double major, Accounting & Finance

Kim Mertens Kim Mertens Minneapolis, Minnesota Details
Kim Mertens's Fiduciary Counselling, Inc. Experience September 1988 - Present
Job Senior tax accountant at Fiduciary Counselling, Inc
Industry Accounting
Experience
Fiduciary Counselling, Inc  September 1988 - Present

Skills
Tax, Income Tax, Tax Research, Tax Returns, Tax Preparation, Accounting, Tax Accounting, IRS, Partnership Taxation, Variance Analysis, CPA, Accounts Payable, Financial Accounting

Education
University of Minnesota-Twin Cities   1990 — 1992
MBT, Taxation

Minnesota State University, Mankato   1984 — 1988
BS, Accounting

Yvonne L. Knecht Yvonne L. Knecht Greater Minneapolis-St. Paul Area Details
Yvonne L. Knecht's Fiduciary Counselling, Inc. Experience March 2010 - October 2014
Job Administrative Assistant/Executive Assistant
Industry Legal Services
Experience
U.S. Bank   December 2014 - Present
Fiduciary Counselling, Inc.   March 2010 - October 2014
Medtronic  March 2007 - October 2009
Contract/Temp Assignments   September 2005 - February 2007
Stinson Leonard Street LLP  December 2001 - August 2005
Legal Secretary/Administrative Assistant   January 1998 - November 2001

Skills
Legal Research, Administrative..., Commercial Litigation, Legal Assistance, Organization &..., Time Management, Travel Management, Executive Calendar..., Coordinate Meetings, Live Meeting, Typing, Document Review, Filing, Data Entry, Microsoft Office, Outlook, Lotus Notes, AS400 system, Timeslips, Litigation, Estate Planning, family law, Corporate Law, Criminal Law, Real Estate, Administrative..., Calendaring, Microsoft Excel, Management, Project Management, Executive Support

Education
Minnesota School of Business   1998 — 1999
Legal Secretary, Legal, Office Administration, 3.58 gpa

Cathy Siegfried Cathy Siegfried Greater Minneapolis-St. Paul Area Details
Cathy Siegfried's Fiduciary Counselling, Inc. Experience November 2007 - Present
Job Accounting Specialist at FCI
Industry Accounting
Experience
Fiduciary Counselling Inc.  November 2007 - Present
Como Kidcare   September 2001 - November 2007

Skills
Journal Entries, Bank Reconciliation, Account Reconciliation, Microsoft Excel, Accounting, General Ledger, Data Entry, Microsoft Word, Accounts Receivable, Financial Accounting, Financial Statements, Payroll, Accounts Payable, Bookkeeping, Microsoft Office, QuickBooks, Customer Service, Time Management

Education
Rasmussen College   2014 — 2015
Accounting, 4.0

St. Catherine University   2005 — 2007
Marketing and Management; Accounting Minor

Nick Moreno Nick Moreno Greater Minneapolis-St. Paul Area Details
Nick Moreno's Fiduciary Counselling, Inc. Experience May 2014 - Present
Job Communications | Marketing | Web Development
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   May 2014 - Present
Minnesota Vikings Football, LLC  2008 - Present
Home Federal Savings Bank  2007 - May 2014

Skills
Digital Marketing, Marketing Communications, Social Media Marketing, Banking, Coaching, Email Marketing, Marketing, Marketing Strategy, Photoshop

Education
Concordia University-St. Paul
Bachelor of Arts, Marketing Management

Charlie Bishop Charlie Bishop Greater Minneapolis-St. Paul Area Details
Charlie Bishop's Fiduciary Counselling, Inc. Experience April 2014 - Present
Job Senior Analyst Team Leader at Fiduciary Counselling, Inc.
Industry Accounting
Experience
Fiduciary Counselling, Inc.   April 2014 - Present
Securian Financial Group  March 2014 - April 2014
Woodbury Financial Services  September 2011 - February 2014
Olsen Thielen & Co., LTD   November 2003 - September 2011

Skills
Financial Reporting, Accounting, Internal Controls, SEC filings, CPA, Financial Analysis, GAAP, General Ledger, Sarbanes-Oxley Act, US GAAP, FINRA, SEC Financial Reporting, Microsoft Excel, Microsoft Office

Education
University of Minnesota-Duluth   1999 — 2003
Accounting

Jennifer Orton Jennifer Orton Greater Minneapolis-St. Paul Area Details
Jennifer Orton's Fiduciary Counselling, Inc. Experience October 2007 - July 2010
Job Event Manager, Graphic Designer and Photographer
Industry Consumer Services
Experience
Premier Planning Services   June 2011 - Present
Photography Dunwell   May 2001 - Present
Fiduciary Counselling, Inc.   October 2007 - July 2010
Weddings Dunwell   May 2001 - February 2008
Lake of the Isles Lutheran Church   July 2001 - December 2007
The Lacek Group  April 1998 - May 2001
Mammoth Marketing  March 1995 - April 1998
Ehlert Publishing  October 1993 - March 1995
MN Department of Natural Resources  September 1992 - October 1993
New Jersey Monthly Magazine  January 1992 - June 1992

Skills
Advertising, Graphic Design, Event Planning, Event Management, Art Direction, Creative Direction, Marketing Communications, Photography, Creative Development, Weddings

Education
Minneapolis College of Art and Design   2002 — 2003
Photography

University of Minnesota-Twin Cities   1991 — 1993
BA, Graphic Design, Studio Art and Art History

John Keolker John Keolker Greater Seattle Area Details
John Keolker's Fiduciary Counselling, Inc. Experience December 2010 - Present
Job Financial Consultant
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   December 2010 - Present
Threshold Group  February 2008 - December 2010
Laird Norton Tyee  June 2001 - January 2008
Frank Russell Company  June 1996 - June 2001
Russell Investments  1996 - 2001

Skills
Asset Allocation, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Estate Planning, Asset Managment, Retirement Planning, Financial Analysis, Financial Modeling, Equities, Investment Management, Mutual Funds, Risk Management, Financial Goals, Investment Strategies, Fixed Income, Asset Management, Finance, Financial Planning

Education
Central Washington University   1990 — 1993
Bachelor of Science (B.S.), Finance

Brian Hnath Brian Hnath Greater Denver Area Details
Brian Hnath's Fiduciary Counselling, Inc. Experience 1999 - 2001
Job Controller at Four Winds Interactive
Industry Accounting
Experience
Four Winds Interactive  September 2010 - Present
Moody Insurance Agency  May 2008 - November 2010
Cornerstone Holdings, LLC   November 2001 - May 2008
Fiduciary Counselling, Inc.   1999 - 2001

Skills
QuickBooks, FRx, Accounting, Financial Reporting, Account Reconciliation, Accounts Receivable, Financial Analysis, Accounts Payable, Cost Accounting, Management, Banking, Customer Service, Forecasting, GAAP, Revenue Recognition, General Ledger, Project Accounting, Tax Accounting, Cash Management

Education
University of Minnesota Duluth   1995 — 1999
Bachelor of Accounting

Jeff Tolzin Jeff Tolzin Greater Minneapolis-St. Paul Area Details
Jeff Tolzin's Fiduciary Counselling, Inc. Experience October 1988 - Present
Job Director of Client Service
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   October 1988 - Present

Education
Gustavus Adolphus College   1984 — 1988

Kelli A. Hill , JD, CFP® Kelli A. Hill , JD, CFP® Greater Minneapolis-St. Paul Area Details
Kelli A. Hill , JD, CFP®'s Fiduciary Counselling, Inc. Experience August 2010 - August 2012
Job Regional Wealth Planning Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2015 - Present
Carlson School of Management  2009 - Present
Wells Fargo  August 2012 - July 2015
Fiduciary Counselling, Inc.   August 2010 - August 2012
Fredrikson & Byron, PA   December 2005 - September 2010
Mackall Crounse & Moore, PA   2001 - 2003
Deloitte  1998 - 2001

Skills
Estate Planning, Wills, Trusts, Estate Tax Planning, Tax, Board Governance, High Net Worth..., Leadership, Business Strategy, Corporate Governance, Corporate Law, Estate Law, Income Tax, Legal Research, Mergers, Multi-generational..., Public Speaking, Strategic Financial..., Succession Planning, Tax Law, Wealth Management, Wealth Management..., Financial Analysis, Financial Planning

Education
University of Minnesota Law School   1996 — 1998
JD

University of Minnesota - Carlson School of Management   1991 — 1995
BSBM, Marketing

Sarah Isabel Sarah Isabel Greater Minneapolis-St. Paul Area Details
Sarah Isabel's Fiduciary Counselling, Inc. Experience May 2011 - Present
Job Attorney at Fiduciary Counselling, Inc.
Industry Law Practice
Experience
Fiduciary Counselling, Inc.   May 2011 - Present
Law Office of Sarah Gohl Isabel   October 2010 - April 2011
Bryan Cave LLP  April 2008 - September 2010
Troutman Sanders LLP  September 2002 - March 2008

Education
Duke University School of Law   1998 — 2001
JD; LLM

Eureka College   1994 — 1998
BA, Political Science

St. Francis High School

Aaron Swenson Aaron Swenson Greater Minneapolis-St. Paul Area Details
Aaron Swenson's Fiduciary Counselling, Inc. Experience February 2001 - October 2008
Job Financial and Tax Accountant
Industry Accounting
Experience
Pohlad Family Companies  November 2008 - Present
Fiduciary Counselling, Inc.   February 2001 - October 2008

Skills
Financial Analysis, Financial Reporting, Tax, Accounting, General Ledger, Microsoft Excel

Education
Luther College   1996 — 2000
Bachelor, Accounting

Kelley Owens Kelley Owens Tacoma, Washington Details
Kelley Owens's Fiduciary Counselling, Inc. Experience February 2009 - Present
Job Accounting Specialist at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   February 2009 - Present
Fiduciary Counselling, Inc.   January 2006 - February 2009

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Outlook, Research, Data Entry, Social Media, Access, Accounting, Event Planning, Public Speaking, Teamwork, Analysis, Spreadsheets, Account Reconciliation, QuickBooks, Administration

Education
Western Governors University
Accounting

Tacoma Community College
Accounting

Brian Pals Brian Pals Greater Minneapolis-St. Paul Area Details
Brian Pals's Fiduciary Counselling, Inc. Experience October 2010 - March 2012
Job Senior Accountant
Industry Accounting
Experience
MoneyGram International  May 2012 - April 2015
Fiduciary Counselling, Inc.   October 2010 - March 2012
RBC Capital Markets  October 2003 - October 2009
RBC Capital Markets  October 1996 - October 2003
Marquis Jewelers   May 1994 - October 1996

Education
Iowa State University - College of Business
BBA, Accounting/Finance

Kara Erdelac Kara Erdelac Greater Minneapolis-St. Paul Area Details
Kara Erdelac's Fiduciary Counselling, Inc. Experience 2003 - 2007
Job Accountant at Wayzata Home Products
Industry Accounting
Experience
Wayzata Home Products   July 2014 - Present
Direct Source, Inc.   November 2010 - April 2011
T-Chek Systems  March 2007 - November 2010
Fiduciary Counselling, Inc.   2003 - 2007

Skills
Microsoft Excel, Process Improvement, Outlook, Accounts Payable, Accounting, Financial Reporting, Microsoft Office, Data Entry, Microsoft Word, Customer Service

Education
University of Mary Hardin-Baylor   2001 — 2003
BBA, Accounting

Christian Nielsen, CFA Christian Nielsen, CFA Saint Paul, Minnesota Details
Christian Nielsen, CFA's Fiduciary Counselling, Inc. Experience December 2013 - Present
Job Investment Analyst at Fiduciary Counselling Inc
Industry Investment Management
Experience
Fiduciary Counselling Inc  December 2013 - Present
Fiduciary Counselling Inc  August 2011 - December 2013
Federated Investors  July 2009 - August 2011
Arthur Ventures  March 2009 - May 2009
Student Managed Investment Fund  August 2008 - May 2009
Arctic Information Technology  May 2008 - August 2008
Wells Fargo Bank  March 2007 - April 2008
Robert W. Olson Farm   May 1998 - October 2006
Edward Jones  September 2004 - August 2005

Skills
Financial Modeling, Investments, Valuation, Equities, Economics, Bloomberg, Asset Allocation, Equity Research, Mutual Funds, Hedge Funds, Portfolio Management, Equity Valuation, Securities, Alternative Investments, Investment Management

Education
North Dakota State University   2005 — 2009
B.S., Finance, 4.0

Brianne Mitchell Brianne Mitchell Greater New York City Area Details
Brianne Mitchell's Fiduciary Counselling, Inc. Experience July 2014 - Present
Job Associate at Highbridge Capital Management
Industry Law Practice
Experience
Fiduciary Counselling, Inc.   July 2014 - Present
Highbridge Capital Management  July 2013 - July 2014
Catterton Partners  January 2011 - July 2013
Latham & Watkins  February 2006 - July 2008
Davis Polk & Wardwell LLP  January 2004 - July 2004

Skills
Litigation, Legal Research, Due Diligence, Legal Writing, Corporate Law, Private Equity, Civil Litigation, Corporate Governance, Securities Regulation, Westlaw, Appeals, Mergers, Mergers & Acquisitions, Venture Capital, Hedge Funds, Joint Ventures

Education
Saint John's University School of Law   2008 — 2011
Doctor of Law (J.D.)

Columbia College (NY)   2001 — 2005
B.A., English, American Studies

Rebecca Binder Rebecca Binder Greater Minneapolis-St. Paul Area Details
Rebecca Binder's Fiduciary Counselling, Inc. Experience June 2011 - Present
Job Senior Performance and Business Analyst at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   June 2011 - Present
Columbia Management  January 2005 - June 2011
RiverSource Investments, LLC   January 2000 - January 2004
American Express Asset Management  January 1998 - January 2000

Skills
Portfolio Management, Leadership, Access, Software Documentation, Investments, Integration, Bloomberg, Equities, Asset Management, Financial Services, Mutual Funds, Investment Management, Business Analysis, Management, Performance Measurement, VBA, Asset Allocation

Education
Michigan State University

Sarah Starkey Sarah Starkey Greater Minneapolis-St. Paul Area Details
Sarah Starkey's Fiduciary Counselling, Inc. Experience July 2010 - January 2012
Job Senior Financial Institutions Examiner at State of Minnesota
Industry Government Administration
Experience
State of Minnesota  January 2012 - Present
Fiduciary Counselling Inc  July 2010 - January 2012
Lakes State Bank   January 2002 - December 2009

Skills
Credit, Finance

Education
The College of St. Scholastica
B.A., Accounting

Erik Schneiber Erik Schneiber Spokane, Washington Details
Erik Schneiber's Fiduciary Counselling, Inc. Experience August 2012 - November 2012
Job Masters of Accounting Student at Gonzaga University
Industry Accounting
Experience
Gonzaga University  January 2015 - Present
BYU-Idaho  September 2014 - Present
Deloitte  January 2014 - April 2014
Fiduciary Counselling Inc.  August 2012 - November 2012
Quinn Family   July 2011 - August 2011
Robert Half International  May 2010 - August 2010

Skills
PowerPoint, Microsoft Office, Microsoft Excel, Fundraising, Public Speaking, Customer Service, Technical Recruiting, Leadership, Organization, Event Planning, Internet Recruiting, College Recruiting, Golf Fitness, Golf, Soccer Coaching, Human Resources

Education
Gonzaga University   2015 — 2015
Master’s Degree, Accounting

Brigham Young University - Idaho   2011 — 2014
Bachelor's degree, Accounting and Business/Management

Brigham Young University - Hawaii   2009 — 2010
Associate's degree

Chantelle Wise Chantelle Wise Greater Minneapolis-St. Paul Area Details
Chantelle Wise's Fiduciary Counselling, Inc. Experience November 2000 - April 2004
Job Paraprofessional at Inver Grove Heights Community Schools
Industry Consumer Services
Experience
Inver Grove Heights Community Schools  January 2015 - Present
Nurse Staff Solutions Home Care Inc.   July 2014 - Present
Dependable Home Health Care  August 2014 - January 2015
Wize Kids Family Child Care   January 2004 - February 2013
Lifeworks Services, Inc.   April 2009 - March 2011
Fiduciary Counselling, Inc.   November 2000 - April 2004

Skills
Personal Care, Time Management, Healthcare, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Community Outreach, Public Speaking, Nonprofits, Newsletters, Social Media, Leadership, Social Networking, Volunteer Management, Event Planning, Fundraising

Education
Foundations Health Career Academy   2014 — 2014
Certified Nursing Assistant/ Home Health Aide, Nursing

Minneapolis Business College   1996 — 1997
Associate in Applied Science Degree, Office Administration

Saint Paul Central Highschool   1991 — 1995
Highschool Diploma, General Studies

GPN

Becky Prins Becky Prins Greater Seattle Area Details
Becky Prins's Fiduciary Counselling, Inc. Experience July 1990 - Present
Job Sr. Financial Consultant at Fiduciary Counselling, Inc.
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   July 1990 - Present

Skills
Financial Analysis, Strategic Financial..., Investments

Education
Minnesota State University, Mankato   1984 — 1988
Bachelor's, Accounting

Evan Decker Evan Decker Saint Paul, Minnesota Details
Evan Decker's Fiduciary Counselling, Inc. Experience June 2015 - Present
Job Project Manager and Salesforce Consultant
Industry Information Technology and Services
Experience
Fiduciary Counselling, Inc.   June 2015 - Present
Self-Employed  May 2015 - Present
Medica  June 2014 - May 2015
Ecolab  November 2013 - May 2014
SPS Commerce  September 2011 - October 2013
SPS Commerce  May 2011 - September 2011
Augsburg College  December 2010 - May 2011
Augsburg College  August 2009 - May 2011

Skills
Leadership, Management, Project Management, Salesforce.com, CRM, Data Analysis, Data Management, Business Analysis, Microsoft Office, Microsoft Excel, Business Process, Requirements Gathering, Apex Programming, Visualforce Pages, Analysis, Marketing, Time Management, Access, Account Management, Analytics, Business Intelligence, Training

Education
Augsburg College
B.A., Management Information Systems and Management, 4.0

Heidi Roshinsky Heidi Roshinsky Seattle, Washington Details
Heidi Roshinsky's Fiduciary Counselling, Inc. Experience May 2010 - October 2012
Job Financial Reporting Analyst
Industry Financial Services
Experience
Davis Wright Tremaine LLP  October 2012 - Present
Fiduciary Counselling, Inc.   May 2010 - October 2012
Robert Half Management Resources  November 2007 - November 2009

Skills
Financial Analysis, Financial Reporting, Hyperion Enterprise, Budgets, Process Improvement, Financial Statements, Essbase, Elite, Webview, SQL Report Writing, Finance, Forecasting, Internal Audit

Education
University of Maryland College Park
B.S., Management/Computer Studies

Oralee Boucher Oralee Boucher Greater Minneapolis-St. Paul Area Details
Oralee Boucher's Fiduciary Counselling, Inc. Experience August 1992 - September 2006
Job AVP, Accounting Operations and Servicing at Ditech Financial LLC
Industry Financial Services
Experience
Ditech Financial LLC (formerly Green Tree Servicing)   September 2012 - Present
Green Tree Servicing  January 2010 - September 2012
Green Tree Servicing  September 2006 - January 2010
Fiduciary Counselling, Inc  August 1992 - September 2006

Skills
Sarbanes-Oxley Act, GAAP, Accounting, Variance Analysis, Financial Reporting, Internal Controls, Financial Analysis, Forecasting, General Ledger

Education
Saint Cloud State University - G.R. Herberger College of Business   1987 — 1992
Bachelor of Science (BS), Accounting

Saint Cloud University
Bachelor of Arts (BA), Mathematics

Megan Faricy Megan Faricy United States Details
Megan Faricy's Fiduciary Counselling, Inc. Experience 2006 - January 2011
Job Financial Services Professional and Attorney
Industry Financial Services
Experience
Fiduciary Counselling, Inc.   2006 - January 2011
Burr Oak Group   2011 - 2011

Education
William Mitchell College of Law
J.D, Law

Carrie Gale Carrie Gale Minneapolis, Minnesota Details
Carrie Gale's Fiduciary Counselling, Inc. Experience July 2015 - Present
Job Senior Desktop Support Technician at Fiduciary Counselling, Inc.
Industry Information Technology and Services
Experience
Fiduciary Counselling, Inc.   July 2015 - Present
Caterpillar Inc.  March 2010 - March 2014

Skills
Troubleshooting, Software Documentation, Windows 7, Active Directory, Process Improvement, Six Sigma, Windows Server, Visio, Windows XP, Access, System Administration, MS Project, Online Advertising, Customer Service, Technical Support, Microsoft Office, Software Installation

Education
Capella University   2012 — 2015
BS in Information Technology in Fall of 2014, Network Admininstration

Capella University   2012 — 2015
Bachelor, Computer Science