Focus Financial

Description

Focus Financial Partners, LLC is an investor in independent, fiduciary wealth management firms, incorporated in 2004 by Ruediger Adolf, Rajini Kodialam and Leonard Chang. Headquarters: United States of America Founded: 2006 Subsidiaries: Sentinel Benefits Group, Inc.,

Focus Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Focus Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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28 Focus Financial employees in database. Find out everything there's to know about Focus Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Focus Financial Employees

Employee
Years
Job
Industry
Reed Larson Reed Larson Hopkins, Minnesota Details
Reed Larson's Focus Financial Experience January 2014 - January 2014
Job Productivity Through Technology Intern at Xcel Energy
Industry Utilities
Experience
Xcel Energy  June 2014 - Present
Focus Financial   January 2014 - January 2014
C.H. Robinson   June 2013 - August 2013
TE Connectivity  June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, RedTail, Introduction into SAP, Introduction into Java..., HTML

Education
North Dakota State University   2012 — 2016
Bachelor's degree, Finance, General, Senior Year

Universidad Carlos III de Madrid   2014 — 2014
Accounting and Finance

Connor Koppa Connor Koppa Greater Minneapolis-St. Paul Area Details
Connor Koppa's Focus Financial Experience April 2013 - Present
Job Client Service Manager at Focus Financial
Industry Financial Services
Experience
Focus Financial   April 2013 - Present
Abbot Downing  May 2012 - April 2013
U.S. Trust   June 2011 - August 2011

Education
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management

Georgetown University - The McDonough School of Business
Business/Managerial Economics

Charles Kranz Charles Kranz Greater Minneapolis-St. Paul Area Details
Charles Kranz's Focus Financial Experience June 2011 - June 2012
Job Analyst at Health System Advisors
Industry Higher Education
Experience
Health System Advisors  November 2014 - Present
Waterfront Restoration, LLC.   May 2013 - November 2014
Waterfront Restoration, LLC.   June 2012 - May 2013
University of Minnesota Cycling Team   September 2011 - May 2013
University of Minnesota  September 2009 - May 2013
Focus Financial   June 2011 - June 2012

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Data Analysis, Time Management, Leadership, Critical Thinking, Research, Data Entry

Education
University of Minnesota-Twin Cities   2009 — 2013
BSB, Finance, Accounting

J. Eric Menge J. Eric Menge Greater Minneapolis-St. Paul Area Details
J. Eric Menge's Focus Financial Experience December 2002 - October 2003
Job Associate Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  September 2014 - Present
Tritec Marketing   May 2010 - April 2014
JEM Technical  January 2010 - April 2014
Allstate  2008 - 2010
JEM Technical  January 2007 - December 2008
Wall Street Financial Group  January 2004 - January 2007
Focus Financial   December 2002 - October 2003
NetWorth   2002 - 2002
Morgan Stanley  2000 - 2002
JEM Technical  January 1994 - April 2000

Education
Berklee College of Music   1990 — 1993
Songwriting Major

Whitney Kerns Whitney Kerns Greater Minneapolis-St. Paul Area Details
Whitney Kerns's Focus Financial Experience April 2011 - Present
Job Investment Advisory Operations at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial   April 2011 - Present
Focus Financial   August 2010 - Present

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Budgets, Leadership, Marketing

Education
University of Melbourne   2002 — 2003
Sociology

Mary Washington College   2000 — 2002
Sociology

Cretin Derham Hall   1996 — 1999

Alex Houck Alex Houck Minneapolis, Minnesota Details
Alex Houck's Focus Financial Experience June 2010 - April 2011
Job Marketing Analyst
Industry Retail
Experience
Northern Tool + Equipment  October 2013 - Present
Target  March 2013 - October 2013
Target  September 2012 - March 2013
IBM  February 2012 - September 2012
IBM  May 2011 - April 2012
Berthel Schutter, LLC   July 2010 - May 2011
Focus Financial   June 2010 - April 2011
Merrill Lynch  July 2009 - January 2010
Minnesota Department of Revenue  March 2009 - January 2010

Skills
Forecasting, Finance, Research, Financial Reporting, Corporate Finance, Analysis, Microsoft Office, Strategic Financial...

Education
University of Minnesota-Twin Cities   2007 — 2011
Bachelor of Science in Business, Finance

Wayzata High School

Gregory Brown, CFP Gregory Brown, CFP Wausau, Wisconsin Area Details
Gregory Brown, CFP's Focus Financial Experience February 2011 - Present
Job Financial Advisor at Focus Financial
Industry Financial Services
Experience
Focus Financial   February 2011 - Present
GB Financial Group - Sole Proprietor   November 1990 - February 2011

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Disability Insurance, Investments, Life Insurance, Term Life Insurance, Cash Management, Wealth Accumulation..., Long Term Care Insurance, Mission Work

Education
College for Financial Planning
Certified Financial Planner, Financial Planning

University of Wisconsin-Eau Claire
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management

Daniel Neal Daniel Neal Columbus, Ohio Area Details
Daniel Neal's Focus Financial Experience 2008 - 2008
Job Director, 340B Product and Service Marketing (Product Leader) at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health  July 2014 - Present
PowerScore  2009 - Present
Cardinal Health  February 2011 - June 2014
Cardinal Health  2009 - February 2011
Cardinal Health  2008 - 2009
Focus Financial   2008 - 2008
New Century Mortgage  2003 - 2005

Skills
Strategy, Cross-functional Team..., 340B, Healthcare, Program Management, Access, Marketing, Sales, Analysis, Contractual Agreements, Marketing Communications, Strategic Planning, Operational Excellence, Lean Six Sigma Yellow..., Microsoft Excel, PowerPoint, Business Objects (SAP), Split Billing Software, Contract Pharmacy, 340B Regulations &..., Lead Generation, Email Marketing, Trade Shows, Public Speaking, Education, B2B Marketing, B2B Marketing Strategy, Project Management, Innovation, Idea Generation, Messaging, Pharmaceutical Industry, Specialty Pharmaceutical, Supply Chain, Chargebacks, Hospital Pharmacy, Leadership, Management, Data Analysis, Healthcare Industry, Hospitals, Product Development, Competitive Analysis, Six Sigma, Market Research, Process Improvement, Sales Operations, Managed Care, Team Building

Education
The Ohio State University - The Max M. Fisher College of Business   2012 — 2016
Master of Business Administration (MBA), Marketing

Golden West College   2006 — 2008
Certificate Program, Accounting, Taxation

St. John's College (MD)   1999 — 2003
BA, Liberal Arts

Anne Ward, CFP®, AIF® Anne Ward, CFP®, AIF® Greater Minneapolis-St. Paul Area Details
Anne Ward, CFP®, AIF®'s Focus Financial Experience 2005 - 2007
Job Director of Financial Planning at Allodium Investment Consultants
Industry Investment Management
Experience
Allodium Investment Consultants   August 2010 - Present
JNBA Financial Advisors  2007 - 2010
ActiFi  2006 - 2007
Focus Financial   2005 - 2007

Skills
Estate Planning, Investment Advisory, Retirement Planning, Investments, Wealth Management, Alternative Investments, Risk Management, Asset Allocation, Financial Planning, Charitable Giving, Fee-Only Financial...

Education
College for Financial Planning   2005 — 2007
CFP, CERTIFIED FINANCIAL PLANNER designation

Wichita State University
Bachelors, Finance-Investments, Accounting, Spanish

Shannon Mitchell Shannon Mitchell Minneapolis, Minnesota Details
Shannon Mitchell's Focus Financial Experience September 2013 - Present
Job Office Manager, Registered Assistant at Focus Financial
Industry Financial Services
Experience
Focus Financial   September 2013 - Present
Prudential Financial  November 2012 - September 2013
Independently Contracted  August 2009 - August 2013
Caribou Coffee  February 2012 - November 2012
Mercy Vineyard Church   August 2009 - December 2011
UnitedHealthcare  October 2007 - August 2009

Skills
Editing, Microsoft Office, Deadline Driven, Budgets, Volunteer Management, Microsoft Excel, Microsoft Word, Creative Writing, Adobe Creative Suite, Commitment to Customer..., Close Attention to..., Fast Learner, Multi Tasking, Fast-paced, Collaborative Problem..., Work Well Independently, Program Management, Types 90 WPM, Adobe Acrobat, Ingenuity, Creative Writer, Goal-driven leader, Committed to..., Organization, Volunteer Recruiting, Volunteer Training, Non-profit Volunteer, Final Cut Studio, Management, Project Management, Event Planning, Outlook, PowerPoint, Notary Public, Yoga Teacher

Education
Bethel University
BA, Media Communications

Vineyard Leadership Institute   2008 — 2010

Denise Stibal Denise Stibal Greater Minneapolis-St. Paul Area Details
Denise Stibal's Focus Financial Experience May 2002 - Present
Job Financial Advisor at Focus Financial
Industry Financial Services
Experience
Focus Financial   May 2002 - Present
The MONY Group  June 1986 - May 2002

Education
University of Minnesota Duluth   1975 — 1979

Collin Niemeyer Collin Niemeyer Wausau, Wisconsin Area Details
Collin Niemeyer's Focus Financial Experience November 2013 - July 2014
Job Sr. Biopharmaceutical Representative
Industry Biotechnology
Experience
Amgen / inVentiv   April 2015 - Present
CoVantage Retirement & Investment Services   July 2014 - April 2015
Focus Financial   November 2013 - July 2014
Thrivent Financial for Lutherans  June 2013 - November 2013
Merrill Lynch  October 2012 - June 2013
Takeda Pharmaceuticals  October 2003 - March 2012
Novartis  August 1999 - October 2003
Bristol-Myers Squibb, Princeton, New Jersey   July 1998 - August 1999
Sunrise Medical  June 1996 - August 1999

Skills
Cardiology, Managed Care, Cardiovascular Disease, Licensed Life & Health..., Rheumatology, Strategic Financial..., Budgets, Pharmaceutical Sales, Health Insurance, Account Management, Strategic Thinking, Competitive Analysis, Financial Analysis, Wealth Management, Long Term Care Insurance, Asset Allocation, Comprehensive Planning, Risk Management, Disability Insurance, Estate Tax Planning, Estate Planning, College Savings Plans, Lipid Disorders, Diabetes Management, Direct Sales, Gout

Education
College for Financial Planning   2014 — 2017
CFP, Financial Planning and Services

Certified Medical Representative Institute   2000 — 2003
Healthcare Marketing

International Diabetes Center   2002 — 2002
Diabetes Preceptorship, Endocrinology, Diabetes

Duke University   2001 — 2001
Cardiology & Endocrinology Preceptorship, Cardiology & Endocrinology

Universiy of Wisconsin Stevens Point   1993 — 1996
Bachelor of Science, Biology

University of Wisconsin Marathon Center   1991 — 1993
Associates of Arts, General

John Bina John Bina Greater Minneapolis-St. Paul Area Details
John Bina's Focus Financial Experience December 2002 - Present
Job President at Focus Financial
Industry Financial Services
Experience
Focus Financial   December 2002 - Present
Focus Financial Network, Inc.   August 2000 - November 2002
Focus Financial Network, Inc.   November 1993 - July 2000
IDS Financial Services  November 1989 - October 1993
University of North Dakota  1988 - 1989

Education
University of St. Thomas
BA, Finance

The University of North Dakota
BA, Finance

Cretin

Alex Olsen Alex Olsen Minneapolis, Minnesota Details
Alex Olsen's Focus Financial Experience May 2013 - August 2013
Job Associate Marketing Manager at Conservis
Industry Higher Education
Experience
Conservis  January 2015 - Present
Conservis  June 2014 - December 2014
AOI Marketing   April 2013 - September 2013
North Star Resource Group  May 2013 - August 2013
Focus Financial   May 2013 - August 2013

Skills
Research, Marketing Strategy, Marketing, Management

Education
University of St. Thomas   2010 — 2014
Bachelor of Business Administration (B.B.A.), Marketing Management

John Cabot University   2012 — 2012

Jay Roddy Jay Roddy Greater Minneapolis-St. Paul Area Details
Jay Roddy's Focus Financial Experience February 2008 - August 2012
Job Sales Executive
Industry Information Technology and Services
Experience
Corporate Technologies LLC  August 2015 - Present
AMI Imaging Systems  February 2015 - July 2015
K-Designers  October 2014 - February 2015
MyPillow   April 2010 - September 2014
Focus Financial   February 2008 - August 2012
Edward Jones  August 2004 - January 2008
BayView Event Center and Charter Cruises   2002 - 2004
Innova Marketing  July 1992 - June 2002
Northland Inn and Executive Conference Center   September 1989 - May 2002
High Country Sales/Miller Brewing Company   June 1977 - October 1986

Skills
Securities, Retirement Planning, Retirement, 401k

Education
Augsburg College
Bachelor's Degree, Health and Physical Education/Fitness, 3.0

Augsburg College, Minneapolis MN

Anthony Zambrano Anthony Zambrano Washington D.C. Metro Area Details
Anthony Zambrano's Focus Financial Experience 2004 - 2008
Job Regional Director, RecruitingMid Atlantic at S.R. Clarke, LLC
Industry Staffing and Recruiting
Experience
S.R. Clarke, LLC   October 2012 - Present
Volt Workforce Solutions  April 2011 - August 2012
SolomonEdwardsGroup  August 2010 - April 2011
NAI Financial   December 2009 - August 2010
S.R. Clarke, Inc.   June 2008 - November 2009
Focus Financial   2004 - 2008
Friends Financial   2002 - 2004
Acsys  2000 - 2002
A.O  1995 - 2000

Skills
Executive Search, Recruiting, Human Resources, Talent Acquisition, Talent Management, Employee Relations, Strategic Partnerships, Internal Audit, Business Intelligence, College Recruiting, Strategic Planning, Temporary Staffing, Applicant Tracking..., Management Consulting, Temporary Placement, Contract Recruitment, Internet Recruiting, Technical Recruiting, New Business Development, Strategy, Management, Staffing Services, Training, Business Development, Benefits Negotiation, CRM, Networking, Sourcing, Screening Resumes, Screening, Interviews, Onboarding, Permanent Placement, Cold Calling, Hiring, Search, Consulting, Recruitment Advertising, Resume Writing, Information Technology, Staff Augmentation, Personnel Management, IT Recruitment, Employer Branding, Performance Management, Building Relationships, Resource Management, Employee Benefits, RPO

Education
University of Minnesota-Twin Cities

Peter Thoresen Peter Thoresen Greater Minneapolis-St. Paul Area Details
Peter Thoresen's Focus Financial Experience 2003 - Present
Job Financial Advisor at Focus Financial Network
Industry Financial Services
Experience
Focus Financial   2003 - Present
C-Cor Network / Philips Broadband Network   August 2000 - April 2003
Philips Broadband Networks  April 1988 - March 2001

Skills
Small Business, Education Funding, Plannning, Strategic Financial..., Wealth Management, Investments, Portfolio Management, Financial Analysis, Mutual Funds, Retirement, Retirement Planning, Risk Management, Finance, Insurance, Asset Allocation

Education
University of Minnesota   1982 — 1987
BA, Statistics

Bennett Lang Bennett Lang Greater Minneapolis-St. Paul Area Details
Bennett Lang's Focus Financial Experience January 2015 - Present
Job Associate Investment Advisor at Focus Financial
Industry Financial Services
Experience
Focus Financial   January 2015 - Present
Benilde - St. Margarets   October 2012 - Present
Deer Run Golf Club  January 2010 - November 2014
Deer Run Golf Club  January 2010 - November 2014
Deer Run Golf Club  June 2005 - September 2009

Skills
Event Planning, Social Media, Facebook, Customer Satisfaction, Discipleship, Inventory Management, Tigers, Watershed Management, Customer Service, American Civil War, Social Networking, Fantasy Football, Marketing Communications, Leadership, Fundraising, Sports, Karaoke, Event Management, Sharks, Marketing, Merchandising, Golf, Time Management, Sports Marketing

Education
University of Wisconsin-Madison   2005 — 2009
BS, Finance, Investments and Banking

University College Dublin   2008 — 2008

Benilde - St. Margaret's   2001 — 2005
High School

Amy Weires Amy Weires Sarasota, Florida Area Details
Amy Weires's Focus Financial Experience 2005 - 2005
Job Senior Product Support Analyst
Industry Computer Software
Experience
Tropics Software Technologies  July 2008 - Present
1st Natl Bank of Arizona   June 2002 - September 2007
FNBA  2002 - 2007
1st National Bank of Arizona  June 2002 - March 2005
Focus Financial   2005 - 2005
Chevy Chase Bank  April 1999 - April 2002

Skills
Mortgage Lending, Mortgage Banking, Underwriting, Banking, Account Management, Management, Training, Loan Origination, Employee Training, Finance, Leadership, Customer Service, Team Building, Sales, Risk Management, Vendor Management, Human Resources, Process Improvement, Project Management

Education
Salisbury University   1998 — 2000
Bachelor's, Communications

Charles County Community College   1992 — 1996
Associates, General

Dennis Slott Dennis Slott Greater Chicago Area Details
Dennis Slott's Focus Financial Experience 2012 - Present
Job CFP, Executive Vice President at Vestor Capital
Industry Investment Management
Experience
Focus Financial   2012 - Present
Vestor Capital Corporation  May 2001 - Present
Northern Trust  March 1991 - April 2001

Skills
Investment Management, Wealth, Investments, Series 7, Series 63, Securities, Portfolio Management, Wealth Management, Mutual Funds, Equities, Wealth Management..., Investment Strategies, ETFs, High Net Worth..., Bonds, Asset Allocation, Retirement Planning, Alternative Investments, Series 65, Separately Managed..., Investment Advisory, Fixed Income, Uniform Combined State..., Hedge Funds, FINRA, Series 24

Education
Brown University   1980 — 1984
Bachelor of Arts (BA), Economics

Pam Mowry Pam Mowry Washington D.C. Metro Area Details
Pam Mowry's Focus Financial Experience March 2014 - April 2015
Job Accounts Payable Professional
Industry Accounting
Experience
Convergenz LLC/BAE Systems   June 2015 - September 2015
Focus Financial   March 2014 - April 2015
Accountemps  April 2013 - June 2013
Sentrillion  August 2011 - March 2013
Serco - North America  June 2010 - March 2011
Argon ST  December 2008 - April 2010
General Dynamics AIS  May 2003 - December 2008

Skills
Accounts Payable, Accounts Receivable, General Ledger, Account Reconciliation, Oracle Financials, Process Improvement, Customer Service, Microsoft Office, Costpoint, Deltek, Cognos, Sales and Use Tax

Education
George Mason University   1994 — 1997
B.A., Psychology

Sara Machuca Sara Machuca Houston, Texas Area Details
Sara Machuca's Focus Financial Experience May 2008 - May 2010
Job B.S. in Accounting
Industry Accounting
Experience
UAS International Trip Support  January 2015 - Present
Oil States Energy Services  November 2013 - January 2015
Oil States Energy Services  February 2013 - November 2013
EnerVest, Ltd.   November 2012 - February 2013
Mccorvey Sheet Metal Works Lp   July 2012 - November 2012
Focus Financial   May 2008 - May 2010
CPP North America  May 2004 - March 2005

Skills
Research, Excel, Word, PowerPoint, Accounting

Education
Saint Catherine University   2007 — 2010
Bachelor of Science, Accounting

Anoka Ramsey Community College   2006 — 2007
Associate of Science, General

Trenton Kerr Trenton Kerr Greater Minneapolis-St. Paul Area Details
Trenton Kerr's Focus Financial Experience November 2014 - Present
Job Investment Specialist at Focus Financial
Industry Financial Services
Experience
Focus Financial   November 2014 - Present
Edward Jones  November 2013 - November 2014
O'Currance Teleservices, Inc.   April 2012 - November 2013
Managed Wealth Financial  April 2011 - April 2012
Starise America   March 2010 - April 2011
Starise America   December 2009 - August 2010
4Life Research  July 2007 - January 2010

Skills
Marketing Strategy, Team Building, Strategic Planning, Marketing, Entrepreneurship, Public Speaking, Business Planning, Coaching, Leadership, Management, New Business Development, Project Management, Sales, Social Media Marketing, Small Business, Business Development, Direct Sales, Sales Management, Start-ups

Education
University of Hawaii at Manoa   2002 — 2007
Bachelor of Science (BS), Economics

Nihon University

Tonya Gunstenson Tonya Gunstenson Greater Minneapolis-St. Paul Area Details
Tonya Gunstenson's Focus Financial Experience November 2012 - Present
Job Experienced Insides Sales Representative
Industry Electrical/Electronic Manufacturing
Experience
Focus Financial   November 2012 - Present
TTM Technologies (formally Honeywell Advanced Circuits)   March 1994 - June 2010
LeNeave Financial Group   August 1992 - March 1994
Colorhouse  November 1990 - August 1992

Skills
Customer Service, Marketing, Negotiation, Project Management, Sales, Strategic Planning, Teamwork

Education
Minnesota State University, Moorhead   1984 — 1989
Bachelor of Arts, Psychology and Business

Brad Neves Brad Neves Greater Salt Lake City Area Details
Brad Neves's Focus Financial Experience July 2001 - September 2003
Job President at Nobility Wealth Management
Industry Investment Management
Experience
NFG Brokerage   November 2014 - Present
Voya Financial Advisors  June 2012 - Present
Nobility Wealth Management   December 2008 - Present
Securities Management & Research, Inc.   May 2010 - May 2011
Hewlett-Packard  September 2003 - October 2008
Focus Financial   July 2001 - September 2003

Education
The American College   2010 — 2011

Weber State University   1998 — 2003
Technical Sales

Rachel Granning Rachel Granning Saint Paul, Minnesota Details
Rachel Granning's Focus Financial Experience August 2011 - Present
Job Client Service Assistant to Lynn R. Daly at Focus Financial
Industry Financial Services
Experience
Focus Financial   August 2011 - Present

Skills
PowerPoint, Microsoft Excel, Customer Service, Insurance

Education
Century College   2011 — 2015
Associate of Arts Degree (A.A.)

Ellen Gibbs Ellen Gibbs Minneapolis, Minnesota Details
Ellen Gibbs's Focus Financial Experience July 2012 - September 2013
Job Content Clerk
Industry Wholesale
Experience
COKeM International  October 2013 - Present
Focus Financial   July 2012 - September 2013
Bachman's Inc.   April 2007 - August 2012

Skills
Securities, Customer Service, Retirement Planning, Leadership, Sales, Time Management, Event Planning, Microsoft Office, Outlook, PowerPoint, Marketing, Public Speaking, Management, Process Improvement

Education
Hamline University   2007 — 2011
Bachelor's degree, Communication, General