Focus Financial Network, Inc.
Description
Address: 825 3rd Ave 27th Floor, New York, NY 10022 Hours: Closed ⋅ Opens 8AM Mon SundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMThursday8AM–6PMFriday8AM–6PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (646) 519-2456: : : Place name: Website: : : : Category: Website: http://www.focusfinancialpartners.com/ Category: Investment Bank 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. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Focus Financial Partners Posting publicly on the Web Write a review Reviews Be the first to review From Focus Financial Partners "Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers...More "Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides superior access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefits consulting and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of a market leader to achieve their business objectives."
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Focus Financial Network, Inc. Employees
Employee
Years
Job
Industry
Grant Robinson Grant Robinson's Focus Financial Network, Inc. Experience December 2004 - Present
Job Financial Advisor at Focus Financial Network, Inc.
Industry Investment Management
Experience
Focus Financial Network, Inc. December 2004 - Present
Twin Cities River Rats October 2007 - September 2011
American Express Financial Advisors April 2001 - November 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance and Entrepreneurial Studies
Focus Financial Network, Inc. December 2004 - Present
Twin Cities River Rats October 2007 - September 2011
American Express Financial Advisors April 2001 - November 2004
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business, Finance and Entrepreneurial Studies
Susan Crane Susan Crane's Focus Financial Network, Inc. Experience January 2003 - January 2004
Job Searching for a better opportunity
Industry Investment Management
Experience
Voya Financial Advisors, Inc. June 2014 - September 2015
ASIS, LLC June 2011 - June 2014
EFS Advisors, LLC July 2012 - December 2012
ING Financial Partners/Voya Financial Advisors August 2004 - January 2012
Focus Financial Network, Inc. January 2003 - January 2004
Morgan Stanley January 2000 - January 2003
Norwest Mortgage January 1998 - January 2000
US Homes Corporation January 1988 - January 1992
Bear Stearns, Inc. January 1983 - January 1988
Voya Financial 1900 - 1900
Skills
Financial Services, Leadership, Marketing, Sales, Negotiation, Insurance, Investments, Strategic Planning, Customer Service
Education
Normandale Community College
Voya Financial Advisors, Inc. June 2014 - September 2015
ASIS, LLC June 2011 - June 2014
EFS Advisors, LLC July 2012 - December 2012
ING Financial Partners/Voya Financial Advisors August 2004 - January 2012
Focus Financial Network, Inc. January 2003 - January 2004
Morgan Stanley January 2000 - January 2003
Norwest Mortgage January 1998 - January 2000
US Homes Corporation January 1988 - January 1992
Bear Stearns, Inc. January 1983 - January 1988
Voya Financial 1900 - 1900
Skills
Financial Services, Leadership, Marketing, Sales, Negotiation, Insurance, Investments, Strategic Planning, Customer Service
Education
Normandale Community College
Nate Hewes Nate Hewes's Focus Financial Network, Inc. Experience June 2012 - September 2012
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2014 - Present
Dougherty & Company LLC July 2013 - March 2014
Northwestern Mutual January 2013 - May 2013
Focus Financial Network, Inc. June 2012 - September 2012
Education
Augustana College (SD) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Stillwater Area High School 2005 — 2009
UBS March 2014 - Present
Dougherty & Company LLC July 2013 - March 2014
Northwestern Mutual January 2013 - May 2013
Focus Financial Network, Inc. June 2012 - September 2012
Education
Augustana College (SD) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Stillwater Area High School 2005 — 2009
Joshua Skogerboe Joshua Skogerboe's Focus Financial Network, Inc. Experience June 2009 - March 2013
Job Pastor at St. Olaf Lutheran Church
Industry Religious Institutions
Experience
St. Olaf Lutheran Church June 2014 - Present
Ruthfred Lutheran Church June 2013 - May 2014
Living Hope Church June 2010 - May 2013
Focus Financial Network, Inc. June 2009 - March 2013
Living Hope Church June 2003 - July 2010
Emmaus Lutheran Church 1993 - 2002
Skills
Leadership, Social Media, Pastoral, Biblical Studies, Piano, Preaching, Public Speaking, Pastoral Care, Teaching, Team Building, Volunteer Management, Discipleship, Event Planning, Church Music, Nonprofits, Percussion, Theology, Music, Choral, Singing, Worship Music
Education
Association Free Lutheran Theological Seminary 2010 — 2014
Masters Theology, Pastoral and Biblical Studies
Northwestern College 1992 — 1997
Bachelor of Science (B.S.), Educational Studies with an Emphasis in Music Education
Association Free Lutheran Bible School 1990 — 1992
Associates, Biblical Studies
St. Olaf Lutheran Church June 2014 - Present
Ruthfred Lutheran Church June 2013 - May 2014
Living Hope Church June 2010 - May 2013
Focus Financial Network, Inc. June 2009 - March 2013
Living Hope Church June 2003 - July 2010
Emmaus Lutheran Church 1993 - 2002
Skills
Leadership, Social Media, Pastoral, Biblical Studies, Piano, Preaching, Public Speaking, Pastoral Care, Teaching, Team Building, Volunteer Management, Discipleship, Event Planning, Church Music, Nonprofits, Percussion, Theology, Music, Choral, Singing, Worship Music
Education
Association Free Lutheran Theological Seminary 2010 — 2014
Masters Theology, Pastoral and Biblical Studies
Northwestern College 1992 — 1997
Bachelor of Science (B.S.), Educational Studies with an Emphasis in Music Education
Association Free Lutheran Bible School 1990 — 1992
Associates, Biblical Studies
Aimee Chastain Aimee Chastain's Focus Financial Network, Inc. Experience October 2002 - October 2005
Job PXM Complaint Registration Supervisor at Medtronic
Industry Medical Devices
Experience
Medtronic October 2013 - Present
Medtronic June 2011 - Present
Medtronic April 2010 - June 2011
Medtronic May 2009 - May 2010
Medtronic November 2005 - April 2010
Focus Financial Network, Inc. October 2002 - October 2005
PSS World Medical November 2000 - October 2002
Skills
Team Building, Continuous Improvement, Training, Microsoft Word, Team Leadership, Learning Management..., Saba, Training Delivery, Process Development, Change Management, Project Management, Quality System, PowerPoint, Microsoft Excel, Visio, Personal Development, Microsoft Office, People Skills, Training Programs, Teaching Workshops, Process Improvement, Process Simulation, Design Control, Cross-functional Team..., FDA, CAPA, Root Cause Analysis, Leadership, ISO 13485, Management
Education
Metropolitan State University 2008 — 2011
B.S., Management
North Hennepin Community College
A.S., Business Management
Osseo Senior High School 1993 — 1995
Medtronic October 2013 - Present
Medtronic June 2011 - Present
Medtronic April 2010 - June 2011
Medtronic May 2009 - May 2010
Medtronic November 2005 - April 2010
Focus Financial Network, Inc. October 2002 - October 2005
PSS World Medical November 2000 - October 2002
Skills
Team Building, Continuous Improvement, Training, Microsoft Word, Team Leadership, Learning Management..., Saba, Training Delivery, Process Development, Change Management, Project Management, Quality System, PowerPoint, Microsoft Excel, Visio, Personal Development, Microsoft Office, People Skills, Training Programs, Teaching Workshops, Process Improvement, Process Simulation, Design Control, Cross-functional Team..., FDA, CAPA, Root Cause Analysis, Leadership, ISO 13485, Management
Education
Metropolitan State University 2008 — 2011
B.S., Management
North Hennepin Community College
A.S., Business Management
Osseo Senior High School 1993 — 1995
Maria Malooly Maria Malooly's Focus Financial Network, Inc. Experience President and Co-FounderPersonal Financial Strategies, Inc., RIA1992 - 2011
Job Financial Advisor at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. President and Co-FounderPersonal Financial Strategies, Inc., RIA1992 - 2011
Skills
Strategic Financial..., Insurance, Securities, Marketing, Estate Planning, Health Insurance, Series 6, Finance, Business Planning, Retirement Planning, Retirement, Financial Advisory, Series 7, Investments, Financial Goals
Education
Carlson School of Management
Graduate Studies
Wayne State University
Bachelor of Arts (B.A.)
Wayne State University
Bachelor's degree
Focus Financial Network, Inc. President and Co-FounderPersonal Financial Strategies, Inc., RIA1992 - 2011
Skills
Strategic Financial..., Insurance, Securities, Marketing, Estate Planning, Health Insurance, Series 6, Finance, Business Planning, Retirement Planning, Retirement, Financial Advisory, Series 7, Investments, Financial Goals
Education
Carlson School of Management
Graduate Studies
Wayne State University
Bachelor of Arts (B.A.)
Wayne State University
Bachelor's degree
Carl J. Arrell, CFP®'s Focus Financial Network, Inc. Experience January 2012 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. January 2012 - Present
AIG Retirement Services May 2008 - February 2012
Ameriprise Financial Services, Inc. June 2005 - May 2008
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2002 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Asset Management, Estate Planning, Retirement, Financial Services, Asset Allocation, Wealth, Financial Planners, Finance, Wealth Management..., Life Insurance, Small Business, Series 7, Investment Advisory, Mutual Funds, 401k, Series 63, Financial Planning, Investment Management, Personal Finance, Long-term Care, Insurance, Risk Management, Fixed Annuities, Investment Strategies, IRAs, Securities, Series 6, Uniform Combined State..., Personal Financial..., Wealth Accumulation, 401k Rollovers, Disability Insurance, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1999 — 2004
BS, Finance & Political Science
CFA Institute
Chartered Financial Analyst, CFA Level III Candidate, Passed CFA Level I & II Exam (1st Attempts)
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
Park Center 1996 — 1999
Diploma
Focus Financial Network, Inc. January 2012 - Present
AIG Retirement Services May 2008 - February 2012
Ameriprise Financial Services, Inc. June 2005 - May 2008
American Express Financial Advisors 2004 - 2005
American Express Financial Advisors 2002 - 2004
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Asset Management, Estate Planning, Retirement, Financial Services, Asset Allocation, Wealth, Financial Planners, Finance, Wealth Management..., Life Insurance, Small Business, Series 7, Investment Advisory, Mutual Funds, 401k, Series 63, Financial Planning, Investment Management, Personal Finance, Long-term Care, Insurance, Risk Management, Fixed Annuities, Investment Strategies, IRAs, Securities, Series 6, Uniform Combined State..., Personal Financial..., Wealth Accumulation, 401k Rollovers, Disability Insurance, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1999 — 2004
BS, Finance & Political Science
CFA Institute
Chartered Financial Analyst, CFA Level III Candidate, Passed CFA Level I & II Exam (1st Attempts)
Kaplan University 2009 — 2010
Financial Planning Certificate, Financial Planning and Services
Park Center 1996 — 1999
Diploma
Pat Boudreau Pat Boudreau's Focus Financial Network, Inc. Experience August 2006 - Present
Job Financial Manager at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. August 2006 - Present
ProStaff Search LLC August 2004 - February 2006
Pierre Guerin SAS January 2001 - June 2004
Advantage Family Chiropractic June 2000 - October 2000
FotoFantasy, Inc. May 1999 - May 2000
Aetna August 1992 - April 1999
Skills
Problem Solving, Process Improvement, Microsoft Excel, QuickBooks, Microsoft Word, Database Administration, Accounts Receivable, Account Reconciliation, Management, Accounts Payable, Finance, Insurance, Payroll, Accounting, Leadership, Customer Service, Analysis, Financial Statements, Access, Microsoft Office
Education
Minnesota School of Business 2001 — 2004
Associates, Accounting, 4.0
Focus Financial Network, Inc. August 2006 - Present
ProStaff Search LLC August 2004 - February 2006
Pierre Guerin SAS January 2001 - June 2004
Advantage Family Chiropractic June 2000 - October 2000
FotoFantasy, Inc. May 1999 - May 2000
Aetna August 1992 - April 1999
Skills
Problem Solving, Process Improvement, Microsoft Excel, QuickBooks, Microsoft Word, Database Administration, Accounts Receivable, Account Reconciliation, Management, Accounts Payable, Finance, Insurance, Payroll, Accounting, Leadership, Customer Service, Analysis, Financial Statements, Access, Microsoft Office
Education
Minnesota School of Business 2001 — 2004
Associates, Accounting, 4.0
Walter Pickup Walter Pickup's Focus Financial Network, Inc. Experience 1997 - 2012
Job
Industry Financial Services
Experience
Focus Financial Network, Inc. 1997 - 2012
Skills
Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Retirement Planning, Public Speaking, Insurance, Leadership, Series 7, Estate Planning, Strategic Financial..., Securities, Finance, Investments, Customer Service
Education
Northwestern College
Focus Financial Network, Inc. 1997 - 2012
Skills
Financial Advisory, Wealth Management, Mutual Funds, Asset Allocation, Retirement, Retirement Planning, Public Speaking, Insurance, Leadership, Series 7, Estate Planning, Strategic Financial..., Securities, Finance, Investments, Customer Service
Education
Northwestern College
Dan Motschenbacher Dan Motschenbacher's Focus Financial Network, Inc. Experience January 1998 - December 2004
Job Associate Complex Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management - Private Client Group April 2011 - Present
Raymond James & Associates July 2007 - March 2011
UBS Wealth Management August 2004 - July 2007
Focus Financial Network, Inc. January 1998 - December 2004
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
St. Olaf College 1993 — 1997
BA, Economics
FINRA
Series 7,9,10,66
State of Minnesota
Insurance License
RBC Wealth Management - Private Client Group April 2011 - Present
Raymond James & Associates July 2007 - March 2011
UBS Wealth Management August 2004 - July 2007
Focus Financial Network, Inc. January 1998 - December 2004
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Finance
St. Olaf College 1993 — 1997
BA, Economics
FINRA
Series 7,9,10,66
State of Minnesota
Insurance License
Jake Wedemeyer, CFP®, CRPC®, CRPS® Jake Wedemeyer, CFP®, CRPC®, CRPS®'s Focus Financial Network, Inc. Experience August 2006 - August 2012
Job Workplace Planning & Guidance Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2012 - Present
Focus Financial Network, Inc. August 2006 - August 2012
Ameriprise Financial Advisors July 2003 - August 2006
Skills
Uniform Combined State..., Series 63, Finance
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science, Business Management
Hopkins High 1996 — 1998
High School
Hondros College
Fidelity Investments August 2012 - Present
Focus Financial Network, Inc. August 2006 - August 2012
Ameriprise Financial Advisors July 2003 - August 2006
Skills
Uniform Combined State..., Series 63, Finance
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science, Business Management
Hopkins High 1996 — 1998
High School
Hondros College
Zachary Knudson's Focus Financial Network, Inc. Experience February 2012 - January 2015
Job Researcher at Minnesota House of Representatives
Industry Financial Services
Experience
Minnesota House of Representatives April 2015 - Present
HRCC March 2015 - Present
A-1 Hauling & Rolloffs January 2013 - Present
Minnesota House of Representatives January 2015 - April 2015
Focus Financial Network, Inc. February 2012 - January 2015
Hamline University July 2012 - May 2014
Hamline University January 2013 - May 2013
Hancock Elementary September 2011 - May 2013
Snelling Connection December 2011 - November 2012
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Leadership, Marketing Communications, Research, Customer Service, Strategic Communications, Teaching, Management, Social Media Marketing
Education
Hamline University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
Minnesota House of Representatives April 2015 - Present
HRCC March 2015 - Present
A-1 Hauling & Rolloffs January 2013 - Present
Minnesota House of Representatives January 2015 - April 2015
Focus Financial Network, Inc. February 2012 - January 2015
Hamline University July 2012 - May 2014
Hamline University January 2013 - May 2013
Hancock Elementary September 2011 - May 2013
Snelling Connection December 2011 - November 2012
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Relations, Leadership, Marketing Communications, Research, Customer Service, Strategic Communications, Teaching, Management, Social Media Marketing
Education
Hamline University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting and Finance
John Layton, CFP® John Layton, CFP®'s Focus Financial Network, Inc. Experience 1996 - Present
Job Certified Financial Planner™ & Executive Officer at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. 1996 - Present
Education
University of Minnesota-Duluth
B.S., Industrial Engineering
Focus Financial Network, Inc. 1996 - Present
Education
University of Minnesota-Duluth
B.S., Industrial Engineering
Cyn Eells Cyn Eells's Focus Financial Network, Inc. Experience December 2001 - Present
Job Certified Financial Planner at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. December 2001 - Present
Waddell & Reed September 1999 - December 2001
Skills
Financial Planners, Retirement, 401k, Asset Allocation, Securities, Investment Strategies, IRAs, Insurance, Long-term Care, Finance, Risk Management, Management, Personal Finance
Education
University of Minnesota-Twin Cities 1981 — 1988
BS, Human Ecology, Design
Bemidji State University 1972 — 1974
Industrial and Product Design
Focus Financial Network, Inc. December 2001 - Present
Waddell & Reed September 1999 - December 2001
Skills
Financial Planners, Retirement, 401k, Asset Allocation, Securities, Investment Strategies, IRAs, Insurance, Long-term Care, Finance, Risk Management, Management, Personal Finance
Education
University of Minnesota-Twin Cities 1981 — 1988
BS, Human Ecology, Design
Bemidji State University 1972 — 1974
Industrial and Product Design
Cindy Turkington, CFP®, CDFA™ Cindy Turkington, CFP®, CDFA™'s Focus Financial Network, Inc. Experience 2007 - 2007
Job CERTIFIED FINANCIAL PLANNER™ Professional and Certified Divorce Financial Analyst™ at Fair Trust Financial LLC
Industry Investment Management
Experience
Fair Trust Financial LLC December 2011 - Present
Doxa Financial LLC April 2009 - September 2011
Focus Financial Network, Inc. 2007 - 2007
RBC Capital Markets 1995 - 2005
Wilke/Thompson Capital Management 1993 - 1995
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Certified Divorce..., Financial Planning, Investment Advisory, High Net Worth..., 401k, Defined Benefit/Cash..., Asset Management, Asset Allocation, Risk Management, Small Business
Education
University of Minnesota - Carlson School of Management
BS Business Management, Finance
Fair Trust Financial LLC December 2011 - Present
Doxa Financial LLC April 2009 - September 2011
Focus Financial Network, Inc. 2007 - 2007
RBC Capital Markets 1995 - 2005
Wilke/Thompson Capital Management 1993 - 1995
Skills
Retirement Planning, Wealth Management, Investments, Certified Financial..., Certified Divorce..., Financial Planning, Investment Advisory, High Net Worth..., 401k, Defined Benefit/Cash..., Asset Management, Asset Allocation, Risk Management, Small Business
Education
University of Minnesota - Carlson School of Management
BS Business Management, Finance
John Bina John Bina's Focus Financial Network, Inc. Experience August 2000 - November 2002
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
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
Pam Kowalski Pam Kowalski's Focus Financial Network, Inc. Experience January 2013 - Present
Job Administrative Assistant at Focus Financial
Industry Financial Services
Experience
Focus Financial Network, Inc. January 2013 - Present
Counselor Realty January 2007 - March 2011
Premier Real Estate October 2000 - December 2005
First Choice Better Homes and Gardens January 1992 - 2000
Carey's Bar 1989 - 1998
Vermillion Public Schools September 1987 - July 1989
Skills
Listing Homes, National Association of..., Seller Representation, Income Properties, Relocation Buyers, Property Management, Negotiation, Buyers, Referrals, Selling, Property, Rentals, Investors, Residential Homes
Education
The University of South Dakota 1982 — 1987
Elementary Education, Biology, Elementary Ed
Watertown High School, Watertown SD 1979 — 1982
Focus Financial Network, Inc. January 2013 - Present
Counselor Realty January 2007 - March 2011
Premier Real Estate October 2000 - December 2005
First Choice Better Homes and Gardens January 1992 - 2000
Carey's Bar 1989 - 1998
Vermillion Public Schools September 1987 - July 1989
Skills
Listing Homes, National Association of..., Seller Representation, Income Properties, Relocation Buyers, Property Management, Negotiation, Buyers, Referrals, Selling, Property, Rentals, Investors, Residential Homes
Education
The University of South Dakota 1982 — 1987
Elementary Education, Biology, Elementary Ed
Watertown High School, Watertown SD 1979 — 1982
Kelly Watkins Conrad Kelly Watkins Conrad's Focus Financial Network, Inc. Experience June 2003 - August 2004
Job Senior Technical Account Manager at JAMF Software
Industry Entertainment
Experience
JAMF Software September 2012 - Present
JAMF Software January 2012 - September 2012
Carlson School of Management January 2011 - December 2011
University of Minnesota Foundation October 2009 - February 2011
Activision May 2008 - September 2010
University of Montana Game Room September 2008 - May 2009
University of Montana Foundation September 2007 - May 2009
Mendakota Country Club April 2007 - August 2007
Cold Stone Creamery April 2005 - September 2006
Focus Financial Network, Inc. June 2003 - August 2004
Skills
OS X, Salesforce.com, Casper Suite, Customer Service, iOS, Technical Support, Marketing, Leadership, Microsoft Office, Public Speaking, Training, Troubleshooting, Sales, InDesign, Public Relations, Photoshop, Time Management, Windows 7, Inside Sales, Social Media
Education
University of Minnesota-Twin Cities 2009 — 2011
B.S, Public Relations
University of Montana 2007 — 2009
None, Journalism
Mounds View High School 2004 — 2007
Diploma
JAMF Software September 2012 - Present
JAMF Software January 2012 - September 2012
Carlson School of Management January 2011 - December 2011
University of Minnesota Foundation October 2009 - February 2011
Activision May 2008 - September 2010
University of Montana Game Room September 2008 - May 2009
University of Montana Foundation September 2007 - May 2009
Mendakota Country Club April 2007 - August 2007
Cold Stone Creamery April 2005 - September 2006
Focus Financial Network, Inc. June 2003 - August 2004
Skills
OS X, Salesforce.com, Casper Suite, Customer Service, iOS, Technical Support, Marketing, Leadership, Microsoft Office, Public Speaking, Training, Troubleshooting, Sales, InDesign, Public Relations, Photoshop, Time Management, Windows 7, Inside Sales, Social Media
Education
University of Minnesota-Twin Cities 2009 — 2011
B.S, Public Relations
University of Montana 2007 — 2009
None, Journalism
Mounds View High School 2004 — 2007
Diploma
Lindsey Poyer's Focus Financial Network, Inc. Experience January 2011 - May 2011
Job Merchandising Strategy & Insight Expert at Target
Industry Retail
Experience
Target August 2014 - Present
Target August 2013 - August 2014
Target June 2012 - August 2013
Carlson School of Management January 2011 - May 2012
Target June 2011 - August 2011
Focus Financial Network, Inc. January 2011 - May 2011
Skills
Leadership, Strategy, Data Analysis, Market Analysis, Competitive Analysis, Merchandising Strategies, Category Insights, Consumer Insight, Problem Solving, Inventory Management, Demand Forecasting, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science (BS), Finance, Marketing
Target August 2014 - Present
Target August 2013 - August 2014
Target June 2012 - August 2013
Carlson School of Management January 2011 - May 2012
Target June 2011 - August 2011
Focus Financial Network, Inc. January 2011 - May 2011
Skills
Leadership, Strategy, Data Analysis, Market Analysis, Competitive Analysis, Merchandising Strategies, Category Insights, Consumer Insight, Problem Solving, Inventory Management, Demand Forecasting, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science (BS), Finance, Marketing
Susan G. Davis Susan G. Davis's Focus Financial Network, Inc. Experience January 2008 - April 2009
Job Investment Operations Assistant at The Saint Paul Foundation
Industry Accounting
Experience
Minnesota Philanthropy Partners August 2011 - Present
Wisconsin Indianhead Technical College - New Richmond Campus February 2010 - May 2011
Focus Financial Network, Inc. January 2008 - April 2009
Waddell & Reed, Inc. April 2002 - January 2008
Waddell & Reed Financial Services February 1999 - June 2006
J.T. Miller Company, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Quickbooks, Customer Relations, QuickBooks, PowerPoint, Customer Service, Time Management, Marketing, Accounting, Management
Education
Wisconsin Indianhead Technical College 2009 — 2010
Associates Degree, Accounting
Gustavus Adolphus College
Bachlors of Arts, Education
Minnesota Philanthropy Partners August 2011 - Present
Wisconsin Indianhead Technical College - New Richmond Campus February 2010 - May 2011
Focus Financial Network, Inc. January 2008 - April 2009
Waddell & Reed, Inc. April 2002 - January 2008
Waddell & Reed Financial Services February 1999 - June 2006
J.T. Miller Company, Inc. 1997 - 1999
Skills
Microsoft Excel, Microsoft Word, Microsoft Publisher, Microsoft PowerPoint, Quickbooks, Customer Relations, QuickBooks, PowerPoint, Customer Service, Time Management, Marketing, Accounting, Management
Education
Wisconsin Indianhead Technical College 2009 — 2010
Associates Degree, Accounting
Gustavus Adolphus College
Bachlors of Arts, Education
John Peine John Peine's Focus Financial Network, Inc. Experience June 2002 - December 2003
Job at Target Corporation
Industry Retail
Experience
Target April 2014 - Present
Target June 2011 - March 2014
Target August 2009 - June 2011
Target August 2007 - August 2009
Target November 2006 - August 2007
Target January 2006 - November 2006
Target January 2004 - December 2005
Focus Financial Network, Inc. June 2002 - December 2003
J&J Landscaping May 1997 - August 2001
Skills
Merchandising, Vendor Relations, Retail, Visual Merchandising, Purchasing, Inventory Management, Category Management, Negotiation, Forecasting, Retail Buying, Assortment, Inventory Control, Pricing, Management, Leadership, Strategy, P
Education
University of Minnesota-Twin Cities 1999 — 2003
B.S., Finance, Economics
Target April 2014 - Present
Target June 2011 - March 2014
Target August 2009 - June 2011
Target August 2007 - August 2009
Target November 2006 - August 2007
Target January 2006 - November 2006
Target January 2004 - December 2005
Focus Financial Network, Inc. June 2002 - December 2003
J&J Landscaping May 1997 - August 2001
Skills
Merchandising, Vendor Relations, Retail, Visual Merchandising, Purchasing, Inventory Management, Category Management, Negotiation, Forecasting, Retail Buying, Assortment, Inventory Control, Pricing, Management, Leadership, Strategy, P
Education
University of Minnesota-Twin Cities 1999 — 2003
B.S., Finance, Economics
Kevin Distad's Focus Financial Network, Inc. Experience May 2005 - December 2007
Job Senior Wealth Advisor at Nepsis Capital Management
Industry Financial Services
Experience
Nepsis Capital Management July 2015 - Present
Counsel Wealth Management, Inc. January 2008 - July 2015
Focus Financial Network, Inc. May 2005 - December 2007
Thomson West 2001 - 2005
Swenson Anderson Associates 1998 - 2005
Skills
Asset Management, Estate Planning, Financial Advisory, Financial Planning, Investment Strategies, Investments, Mutual Funds, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Uniform Combined State..., Fixed Annuities, Finance, Asset Allocation, 401k
Education
Northwestern College
Nepsis Capital Management July 2015 - Present
Counsel Wealth Management, Inc. January 2008 - July 2015
Focus Financial Network, Inc. May 2005 - December 2007
Thomson West 2001 - 2005
Swenson Anderson Associates 1998 - 2005
Skills
Asset Management, Estate Planning, Financial Advisory, Financial Planning, Investment Strategies, Investments, Mutual Funds, Retirement, Retirement Planning, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Uniform Combined State..., Fixed Annuities, Finance, Asset Allocation, 401k
Education
Northwestern College
Spencer Simensen's Focus Financial Network, Inc. Experience August 2011 - April 2012
Job Account Executive for KEEN Utility MT, WY, ND, SD
Industry Consumer Goods
Experience
KEEN March 2015 - Present
KEEN July 2014 - March 2015
KEEN April 2012 - July 2014
Focus Financial Network, Inc. August 2011 - April 2012
Focus Financial Network, Inc. March 2011 - August 2011
English Talking Club School---- Gimhae,South Korea January 2010 - January 2011
PLANET JACKSON HOLE NEWSPAPER June 2008 - September 2008
Skills
Public Speaking, Marketing, Program Management, Leadership, Photography, Team Building, Marketing Strategy, Management, Social Media, Microsoft Excel, PowerPoint, Marketing Communications, Microsoft Office, Retail, Sales
Education
The University of Montana 2003 — 2008
2008 Bachelor of Arts, Journalism; Photojournalism
University of Montana
KEEN March 2015 - Present
KEEN July 2014 - March 2015
KEEN April 2012 - July 2014
Focus Financial Network, Inc. August 2011 - April 2012
Focus Financial Network, Inc. March 2011 - August 2011
English Talking Club School---- Gimhae,South Korea January 2010 - January 2011
PLANET JACKSON HOLE NEWSPAPER June 2008 - September 2008
Skills
Public Speaking, Marketing, Program Management, Leadership, Photography, Team Building, Marketing Strategy, Management, Social Media, Microsoft Excel, PowerPoint, Marketing Communications, Microsoft Office, Retail, Sales
Education
The University of Montana 2003 — 2008
2008 Bachelor of Arts, Journalism; Photojournalism
University of Montana
Barbara Kirby, CFP®'s Focus Financial Network, Inc. Experience November 2006 - Present
Job Financial Advisor, Focus Financial
Industry Financial Services
Experience
Focus Financial Network, Inc. November 2006 - Present
Waddell & Reed February 1999 - November 2006
Fortis Financial Group 1990 - 1999
Education
St. Olaf College
Focus Financial Network, Inc. November 2006 - Present
Waddell & Reed February 1999 - November 2006
Fortis Financial Group 1990 - 1999
Education
St. Olaf College
Laura Basballe's Focus Financial Network, Inc. Experience June 1997 - Present
Job Financial Advisor at Focus Financial Network, Inc.
Industry Financial Services
Experience
Focus Financial Network, Inc. June 1997 - Present
Apple Valley Fire Department January 2009 - Present
Education
Minnesota State University, Mankato 1986 — 1990
Bachelor of Science, Psychology
St. Cloud State University 1984 — 1986
Biology & Psychology
Focus Financial Network, Inc. June 1997 - Present
Apple Valley Fire Department January 2009 - Present
Education
Minnesota State University, Mankato 1986 — 1990
Bachelor of Science, Psychology
St. Cloud State University 1984 — 1986
Biology & Psychology
Ashley Schmid's Focus Financial Network, Inc. Experience February 2005 - August 2010
Job Senior Tax Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP August 2014 - Present
Baker Tilly Virchow Krause, LLP January 2012 - August 2014
U.S. Bank September 2011 - December 2011
Focus Financial Network, Inc. February 2005 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Leadership, Research, Tax, Financial Analysis, Finance, Accounting
Education
Drake University 2006 — 2010
BSBA, Accounting and Finance
Baker Tilly Virchow Krause, LLP August 2014 - Present
Baker Tilly Virchow Krause, LLP January 2012 - August 2014
U.S. Bank September 2011 - December 2011
Focus Financial Network, Inc. February 2005 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Leadership, Research, Tax, Financial Analysis, Finance, Accounting
Education
Drake University 2006 — 2010
BSBA, Accounting and Finance