Fortis Financial Group

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Fortis Financial Group Employees

Employee
Years
Job
Industry
Brad Gabel Brad Gabel Greater Milwaukee Area Details
Brad Gabel's Fortis Financial Group Experience 1998 - 2001
Job Chief Underwriting Officer, New Business and Underwriting at TIAACREF Life Insurance Company
Industry Insurance
Experience
TIAA-CREF Life Insurance Company   April 2015 - Present
American General  2004 - March 2015
Hartford Life  2001 - 2004
Fortis Financial Group   1998 - 2001
Lincoln Benefit   1996 - 1998
Minnesota Life  1988 - 1996

Skills
Insurance, Underwriting, Reinsurance, Disability Insurance, Health Insurance, Long-term Care, Training, Management, Risk Management, CRM, Fixed Annuities, Marketing, General Insurance, Retirement Planning, Life Insurance, Claim, Process Improvement, Whole Life, Term Life Insurance, Retirement, Brokers, Universal Life, Employee Benefits, IRAs, Estate Planning, Property & Casualty..., Commercial Insurance, Critical Illness

Education
North Dakota State University   1982 — 1986
BS, Business Administration

Juli Rasmussen Juli Rasmussen Greater Minneapolis-St. Paul Area Details
Juli Rasmussen's Fortis Financial Group Experience 1992 - 2001
Job Assistant Vice President at Assurant
Industry Insurance
Experience
Assurant  April 2007 - Present
Fortis Financial Group   1992 - 2001
First Bank  1989 - 1991
Residential Funding Corporation  1985 - 1991

Skills
Talent Management, Performance Management, Succession Planning, Coaching, Employee Engagement, Leadership Development, Change Management, Cultural Transformation, Strategy, Organizational..., Culture Change, Program Management, Personnel Management, Human Resources, Organizational Design, Organizational..., Executive Management, Leadership, Employee Benefits, Workforce Planning, Executive Coaching, Workshop Facilitation, Career Development, Onboarding, Executive Development, Talent Acquisition, Job Analysis, Training, Deferred Compensation, Employee Relations, HRIS, Employee Surveys, Employee Training

Education
Augsburg College   1997 — 1999
MAL, Leadership

Newfield Network

St. Catherine University
BA, English & Communications

Diane Willhite Diane Willhite Greater Minneapolis-St. Paul Area Details
Diane Willhite's Fortis Financial Group Experience 1979 - 2000
Job Information Technology Specialist 3 COBOL developer at Minnesota State Colleges and Universities
Industry Computer Software
Experience
Minnesota State Colleges and Universities  February 2012 - Present
IBM Global Services  June 2011 - February 2012
Hartford Life  July 1979 - March 2011
Fortis Financial Group   1979 - 2000

Skills
uniface, TSO, DCL, CICS, COBOL, DB2, VSAM, MVS, Visio, VMS, JCL, Fileaid, SQL, TOAD, Uniface, Easytrieve, SDLC, Requirements Gathering, Toad

Education
Inver Hills Community College

Northeast metro 916

Kathy Stelter Kathy Stelter Greater Minneapolis-St. Paul Area Details
Kathy Stelter's Fortis Financial Group Experience January 2000 - April 2001
Job Director, Mutual Fund Operations at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  April 2014 - Present
Hartford Funds  March 2013 - March 2014
Hartford Life  2009 - 2013
Hartford Life  May 2008 - September 2010
The Hartford  April 2006 - 2008
The Hartford  April 2001 - March 2006
Fortis Financial Group   January 2000 - April 2001
Fortis Financial Group   March 1996 - January 2000

Skills
Mutual Funds, Risk Management, Financial Services, Operations Management, Series 6, Leadership, Fixed Annuities, Relationship Management, Variable Annuities, Operational Risk..., Retirement Planning, Securities, FINRA, Life Insurance, Leadership Development, Series 63, Insurance, Business Process..., 401k, Series 26, Series 7, Wealth Management, Portfolio Management, Retirement

Education
Northwestern College   2004 — 2006
Business Management

Augsburg College   1981 — 1983
Vocal Performance, Music

Chris Toney Chris Toney Greater Minneapolis-St. Paul Area Details
Chris Toney's Fortis Financial Group Experience 1998 - 2000
Job ITSM Analyst at LTCG
Industry Information Technology and Services
Experience
LTCG  November 2014 - Present
Univita Health Inc  November 2012 - November 2014
Univita Health Inc  April 2008 - October 2012
Long Term Care Group, Inc.   May 2007 - March 2008
Long Term Care Group  June 2006 - May 2007
Long Term Care Group  August 2005 - June 2006
Long Term Care Group  January 2005 - August 2005
Long Term Care Group  May 2002 - September 2004
Woodbury Financial Services  2000 - 2001
Fortis Financial Group   1998 - 2000

Skills
Active Directory, ITIL, Windows 7, Customer Satisfaction, Teamwork, Emerging Technologies, HP Service Manager, Troubleshooting, Customer Service, Computer Hardware, Windows, SharePoint, Problem Solving, Microsoft Office, HTML, Team Building, Visio, SQL, Avaya, Microsoft Word, Software Documentation, Management, Citrix, Active Directory Users..., Active Directory..., Avaya Site..., Documentation, Exchange Management..., Fluent English, ITIL v3 Foundations..., Logical Thinker, Listening to customers, Mentoring, Organization, Query Analyzer, User Documentation, VMware, People Skills, Calming, Process Improvement, MS Project, Vendor Management, Training, Windows Server, Microsoft Exchange, Networking, Technical Support, System Administration, XP, Call Centers

Education
Concordia University-St. Paul   1999 — 2001
BA, Communications, B+ Student

National American University   1993 — 1995
AAS, Computer Systems, B+ Student

The University of Texas at San Antonio   1982 — 1990
General Studies

Williamsville East High School   1975 — 1978
Diploma, B- Student

Andy Cheng Andy Cheng San Francisco Bay Area Details
Andy Cheng's Fortis Financial Group Experience May 1995 - August 1996
Job Marketing and Brand Strategist
Industry Consumer Electronics
Experience
Apple  July 2014 - Present
Artificial Muscle, Inc. A Bayer Company   June 2010 - July 2014
Santa Clara University  August 2008 - June 2010
BarkerBlue Digital Imaging   November 2006 - July 2008
Leapfrog Innovations   June 2004 - March 2006
Apple Retail  March 2003 - June 2004
Jumpstart  October 2002 - February 2003
SCORE! Educational Centers (now Kaplan K12 Learning)   November 1996 - July 2002
Fortis Financial Group   May 1995 - August 1996

Skills
Business Strategy, Start-ups, Retail, Marketing Strategy, Strategic Planning, Presentation Development, Team Leadership, Leadership Development, B2B, Customer Relations, Marketing, Market Research, Marketing Communications, Online Marketing, Social Media Marketing, New Business Development, Business Analysis, Sales Operations, Operations Management, Public Relations, Higher Education, Recruiting, Customer Service, Strategy

Education
Santa Clara University - Leavey School of Business   2008 — 2009
M.B.A.

Suffolk University - Sawyer School of Management   2005 — 2006
M.B.A (9 credits)

Boston College   1991 — 1995
B.A.

The Art Institute of California-Sunnyvale   2013 — 2014
Web Design and Interactive Media (21 credits)

Phil Eldredge Phil Eldredge Greater Minneapolis-St. Paul Area Details
Phil Eldredge's Fortis Financial Group Experience 1990 - 2000
Job Business Development Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  January 2010 - Present
Thrivent Financial For Lutherans  April 2009 - January 2010
Thrivent Financial For Lutherans  December 2003 - April 2009
Woodbury Financial Services  April 2000 - December 2003
Fortis Financial Group   1990 - 2000

Skills
Mutual Funds, Fixed Annuities, Series 7, Retirement, Retirement Planning, 401k, Series 6, Series 63, Wealth Management, Uniform Combined State..., Series 24, IRAs, Financial Advisory, Asset Allocation, Investments, Life & Health Insurance..., Portfolio Management, Financial Planners, Training, Long-term Care, Investment Strategies, Term Life Insurance, Investment Advisory, FINRA, Strategic Financial..., Life Insurance, Variable Annuities, Estate Planning, Retirement Savings, Leadership, Disability Insurance, Financial Services, Securities, 401k Rollovers, Asset Management, Long Term Care Insurance, Management, Qualified Retirement..., Financial Planning

Education
Saint Mary's University of Minnesota   1983 — 1986
BA, Marketing/Management

Dawn Bloom Dawn Bloom Duluth, Minnesota Details
Dawn Bloom's Fortis Financial Group Experience August 1986 - March 1999
Job Office Coordinator, Clinical Education
Industry Hospital & Health Care
Experience
Essentia Health  February 2014 - Present
Essentia Health  January 2005 - Present
Adecco Staffing, USA  September 2004 - January 2005
C. F. Design, Ltd.   March 2002 - April 2004
Lakeview Hospital  April 1999 - August 2001
Fortis Financial Group   August 1986 - March 1999

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Human Resources, Training

Education
Metropolitan State University

Greg Farley Greg Farley Greater Minneapolis-St. Paul Area Details
Greg Farley's Fortis Financial Group Experience 1996 - 1998
Job Financial Services Professional/Wholesaler
Industry Financial Services
Experience
Transamerica Capital Management  September 2007 - Present
Sun Life Financial  February 2006 - June 2007
SECURIAN Financial Group  February 2002 - February 2006
Allstate Financial Services  December 1998 - February 2002
AXA Distributors  1997 - 1999
Fortis Financial Group   1996 - 1998
OppenheimerFunds  1990 - 1995

Skills
Series 63, Strategy, Mutual Funds, Investments, Retirement Planning, Series 7, Wealth Management, Retirement, Financial Services, Financial Planning, Asset Allocation, Securities

Education
University of St. Thomas   1980 — 1983
BA, Journalism

The University of North Dakota   1979 — 1980
Transferred, Journalism/Finance

Stephen J Locke Stephen J Locke Washington D.C. Metro Area Details
Stephen J Locke's Fortis Financial Group Experience January 1990 - January 2000
Job Independent Certified Financial Planner
Industry Insurance
Experience
Fortis Financial Group   January 1990 - January 2000

Skills
Term Life Insurance, Whole Life, Universal Life, Long Term Care Insurance, Retirement Planning, Investment Portfolio..., Disability Insurance, Insurance, Life Insurance, Fixed Annuities, Small Business, Umbrella Insurance, Long-term Care, Indexed Annuities, Homeowners, Renters, Strategic Financial..., IRAs, Estate Planning, Financial Planners, 401k, Financial Planning

Education
The American College   1990 — 2010
CFP, CLU, ChFC, CLTC

Virginia Tech   1967 — 1971
Bachelor's degree

Julie Nye Julie Nye Portland, Oregon Details
Julie Nye's Fortis Financial Group Experience 1990 - 1993
Job Vice President, Regional Director at Manning & Napier Advisors
Industry Financial Services
Experience
Manning & Napier Advisors  March 2013 - Present
Stone Flower Foundation   June 2011 - Present
Davis Advisors  2000 - 2012
Delaware Investments, a member of the Macquarie Group  1996 - 2000
Voyageur Asset Management  1993 - 1996
Fortis Financial Group   1990 - 1993
RBC Wealth Management, Minneapois, MN   1987 - 1990

Education
Drake University   1981 — 1985
Bachelor of Arts (B.A.), Economics, German

Jason Lawton Jason Lawton Greater Minneapolis-St. Paul Area Details
Jason Lawton's Fortis Financial Group Experience August 1995 - August 2002
Job Training Professional at Prudential Financial
Industry Insurance
Experience
Prudential Financial  January 2013 - Present
Hartford Life  April 2009 - January 2013
Fortis Financial Group   August 1995 - August 2002

Skills
Instructional Design, Training Facilitation, Performance Consulting, WebEx, Insurance, Employee Training, SnagIt, Adobe Presenter, Customer Service, Organizational..., Disability Insurance, Succession Planning, Coaching, Organizational..., Needs Analysis, Training Delivery, Life Insurance, Training, Onboarding, Process Improvement, Change Management

Education
Walden University   2014 — 2016
Bachelor of Science (BS), Instructional Design and Technology

Century College   1992 — 1994
General Studies

Heather Boe Heather Boe Sacramento, California Area Details
Heather Boe's Fortis Financial Group Experience 1994 - 1995
Job Vice President/ CFO at Quest Securities, Inc.
Industry Financial Services
Experience
Quest Securities, Inc.   January 1995 - Present
Fortis Financial Group   1994 - 1995

Skills
Investments, Insurance, Strategic Planning, Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, New Business Development, Financial Analysis, Project Management, Business Strategy, Budgets, Team Building, Mergers, Management, Retirement, Mutual Funds, Securities, Training, Finance, Risk Management, Leadership, Business Planning, Strategic Financial..., Small Business, Mergers & Acquisitions, Start-ups, Financial Planning

Education
CSU Sacramento   1990 — 1994
Bachelor of Science (BS)

Cal State Hayward   1988 — 1990
Environmental Science

Westmont College   1987 — 1988

Fresno Christian High School   1984 — 1987

Tom McNeil, CFP, CLU, ChFC Tom McNeil, CFP, CLU, ChFC San Francisco Bay Area Details
Tom McNeil, CFP, CLU, ChFC's Fortis Financial Group Experience June 1993 - May 1997
Job Regional Sales Director Independently Contracted with Midland National® Life Insurance Company
Industry Insurance
Experience
Midland National Life Insurance Company  1997 - Present
Fortis Financial Group   June 1993 - May 1997
The Acacia Group LLC  June 1989 - May 1993
New York Life Insurance Company  December 1982 - June 1989

Skills
Insurance, Life Insurance, Estate Planning, Retirement Planning, Whole Life, Term Life Insurance, Strategic Financial..., Financial Advisory, Team Building, Leadership, Strategic Planning, Recruiting, IRAs, Wealth Management, Series 6, Retirement, Fixed Annuities, Series 7, Disability Insurance, Sales Management, Securities, Series 63, Marketing Strategy, Public Speaking, Coaching, Brokers, Marketing

Education
University of North Carolina at Charlotte   1977 — 1980
Bachelor's Degree

Lees McRae College   1976 — 1977

East Gaston   1973 — 1976
High School diploma, N/A

Debbie Kramer Debbie Kramer Fort Myers, Florida Area Details
Debbie Kramer's Fortis Financial Group Experience February 1999 - September 2003
Job Partner at CLG
Industry Management Consulting
Experience
CLG  January 2013 - Present
CLG (Continuous Learning Group)   February 2011 - January 2013
Assurant  July 2010 - February 2011
Assurant Health  March 2007 - July 2010
Assurant Health  October 2003 - March 2007
Fortis Financial Group   February 1999 - September 2003
The Hartford  2001 - 2002
Fortis Financial Group   1981 - 2001
Fortis  1981 - 2001
Fortis Financial Group   1999 - 2000

Skills
Cultural Transformation, Human Capital, Building Relationships, Contract Negotiation, Staff Development, Organizational..., Strategic Planning, Executive Coaching, Change Management, Positioning, Organizational..., Leadership Development, Organizational Design, Employee Benefits, Talent Management, Employee Engagement, Coaching, Management Consulting, Leadership, Succession Planning, Business Strategy, Human Resources, Culture Change, Executive Development, Customer Experience, Marketing Strategy, Executive Management, Workforce Planning, Business Alignment, 360 Feedback, Health Insurance, Insurance, Recruiting, Cross-functional Team..., Performance Management, Training, Management, Start-ups, Strategy, Business Development, Team Leadership, Market Research, Business Planning, Marketing, Analytics, Employee Relations, Performance Improvement, Mergers & Acquisitions, Internal Communications, Business Process...

Education
Indiana University - Kelley School of Business   1976 — 1980
Bachelor of Science

Bradley University   1974 — 1976

Le Ha Le Ha Greater Minneapolis-St. Paul Area Details
Le Ha's Fortis Financial Group Experience 1989 - 2000
Job Senior Marketing Director at World Financial Group
Industry Insurance
Experience
World Financial Group  October 2010 - Present
Ha Family Cultural Entertainment and Lion Dance   1999 - Present
SWAT Solutions  May 2010 - November 2010
BlueCross BlueShield of Minnesota  October 2000 - April 2010
Fortis Financial Group   1989 - 2000
FORTIS Inc., now Assurant   1989 - 2000
Fortis Financial Group (Western life)   1986 - 1989
West Publishing  1983 - 1986

Skills
Testing, Leadership, Software Development, SDLC, User Acceptance Testing, Business Analysis, SQL, Quality Assurance, ITIL, Change Management, Software Documentation, Business Process, PMO, Vendor Management, Team Leadership, Cross-functional Team..., Requirements Analysis, Enterprise Architecture, Business Requirements, Systems Analysis, Analysis, SharePoint, Data Warehousing, Business Intelligence, Business Process..., Project Management, Software Quality..., Integration, SOA, Visio, DB2, Unix, Access, Software Project..., Process Improvement, Project Portfolio..., Insurance, IT Strategy, Agile Methodologies, Requirements Gathering, PMP, Agile Project Management, Databases, Marketing, Data Analysis, Solution Architecture, Program Management, Business Architecture, Waterfall, IT Management

Education
Hennepin Technical College
Java

CAAM CDT

St. Paul College

Truong Phuc Duc

Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP® Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP® Greater Minneapolis-St. Paul Area Details
Jeff Dunkel MBA, CFP®, CLU, ChFC, CTFA, RICP®'s Fortis Financial Group Experience January 1991 - December 1993
Job Investment Product Specialist, Thrivent Investment Sales Desk
Industry Financial Services
Experience
Thrivent Financial for Lutherans  January 2008 - Present
Toastmasters International  July 2013 - June 2014
Toastmasters International  July 2012 - June 2013
Ameriprise Financial Services, Inc.   October 2006 - January 2008
Financial Finesse  February 2001 - October 2006
Wells Fargo Private Client Services  June 1998 - February 2001
Norwest Investment Management and Trust   January 1994 - June 1998
Fortis Financial Group   January 1991 - December 1993
USBank  1990 - 1991
American Express Financial Advisors  January 1989 - December 1990

Skills
Certified Financial..., CLU, ChFC, CTFA, Certified Divorce..., Series 7, Series 66, Designations, Annuity, Investment Products, Client Loyalty, Financial Education, Toastmasters, Member of Toastmasters, Strategic Financial..., Fixed Annuities, Variable Annuities, Annuity Sales, Retirement Planning, Wealth Accumulation, Investments, Mutual Funds, Wealth, Retirement, Recruiting, Long-term Customer..., Estate Planning, Team Building, Designation, Training, Asset Allocation, Uniform Combined State..., Marketing, Financial Services, Insurance, Team Leadership, Small Business, Series 63, Wealth Management, Finance, Sales, Leadership, Investment Advisory, Investment Strategies, Financial Planners, Strategic Planning, Portfolio Management, Financial Advisory, Investment Management

Education
Augsburg College   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration

College for Financial Planning   2002 — 2006
Master of Science (MS), Master Planner Advanced Studies (MPAS)

Augsburg College   1982 — 1986
Bachelor of Arts, Management Information Systems (MIS)

John A. Johnson High School   1980 — 1982
Diploma, General

Dan Sites Dan Sites Greater Minneapolis-St. Paul Area Details
Dan Sites's Fortis Financial Group Experience March 1994 - July 1998
Job
Industry Financial Services
Experience
Sites Insurance Agency L.L.C.   October 2011 - Present
Advisors Resource LLC  August 2010 - February 2011
Hartford Retirement Plans Group   September 2006 - August 2009
Sun Life Financial  February 2005 - September 2006
Hartford/Planco  November 2002 - February 2005
Woodbury FInancial (formerly Fortis Financial)   July 2000 - July 2002
CNA  November 1999 - July 2000
Transamerica  June 1998 - October 1999
Fortis Financial Group   March 1994 - July 1998
Prudential Insurance  October 1989 - March 1994

Education
University of Minnesota-Twin Cities   1975 — 1977

Inver Hills Community College   1973 — 1975
AA, Law Enforcement

Greg Schwake Greg Schwake Greenwich, Connecticut Details
Greg Schwake's Fortis Financial Group Experience 2003 - 2008
Job Managing Partner at Gellos Capital
Industry Capital Markets
Experience
Gellos Capital   April 2008 - Present
Fortis Financial Group   2003 - 2008
Commerzbank AG  1992 - 2003

Skills
Fixed Income, FX Options, FX Trading, Derivatives, Capital Markets, Financial Markets, Equities, Hedge Funds, Trading Systems, Investment Banking, Trading, Bloomberg, Options, Alternative Investments, Portfolio Management, FX trading, Electronic Trading, Hedging, Equity Derivatives, Bonds, Structured Products, Securities, Proprietary Trading, Currency, Foreign Exchange

Education
Fordham University - Graduate School of Business Administration   2000 — 2002
MBA, Finance

Boston College   1986 — 1990
ba, economics

Bergen Catholic High School   1982 — 1986

Jennifer LaBrecque Jennifer LaBrecque Scottsdale, Arizona Details
Jennifer LaBrecque's Fortis Financial Group Experience October 2010 - Present
Job MC/Host/Personality/Radio/Model
Industry Entertainment
Experience
Sentry Call Solutions   October 2013 - Present
WorldVentures  2013 - Present
National Notary Association  July 2012 - Present
Fortis Financial Group   October 2010 - Present
Bellezza Model's Inc.   January 2007 - Present
Victoria's Secret  August 2005 - October 2010
Clear Channel Radio  August 2004 - October 2007
Golden Eagle Distributors, Inc.   March 2004 - August 2006
Guess?  July 2004 - August 2005
Aztec Press Newspaper   August 2003 - May 2005

Skills
Entertainment, Radio Broadcasting, On-air Hosting, Radio Producing, Public Speaking, Board Operation, Public Relations, Sound Board Operation, Social Media, Television, Acting, Film, Live Events, Concert Production, Event Producing, Event Planning, Event Management, Marketing, Social Media Marketing, Customer Service, Newspaper Design, Editing, News Writing, Human Resources, Microsoft Word, Microsoft Office, Microsoft Excel, Payroll, PowerPoint, Visual Design, Product Visualisation, Sales Management, Employee Training, Recruiting, Scheduling Management, Music, Fashion, Celebrity, Entrepreneurship, Piano, Flute, Recording, Singing, Modeling, Social Networking, Facebook, Photography, Publicity, Training, Advertising

Education
University of Arizona   2003 — 2007
Bachelor of Arts (B.A.), Broadcast Journalism

Pima Community College   2003 — 2005
Associate of Arts (A.A.), Journalism

Buena High School   1999 — 2003
Diploma, General Education

Douglas Bearrood Douglas Bearrood Greater Minneapolis-St. Paul Area Details
Douglas Bearrood's Fortis Financial Group Experience 1989 - 2001
Job Vice President, Corporate Actuarial at Thrivent Financial for Lutherans
Industry Insurance
Experience
Thrivent Financial for Lutherans  February 2014 - Present
Thrivent Financial for Lutherans  2001 - January 2014
Fortis Financial Group   1989 - 2001
Fortis Benefits (Now Assurant Employee Benefits)   1989 - 2001

Skills
Actuarial Science, Risk Management, Strategic Financial..., Life Insurance, Analysis, Capital, Insurance, Working Capital..., Financial Services, Fixed Annuities, Embedded Value, Financial Risk, Retirement Planning, Mutual Funds, Financial Planning, Financial Analysis, Strategic Planning

Education
Iowa State University   1986 — 1988
MS, Statistics

St. Olaf College   1982 — 1986
BA, Mathematics, Economics

Brian Kunkel Brian Kunkel Greater Minneapolis-St. Paul Area Details
Brian Kunkel's Fortis Financial Group Experience October 1997 - March 1999
Job Senior Vice President at American Financial Marketing
Industry Financial Services
Experience
Core Income Wealth Management   May 2015 - Present
American Financial Marketing  July 2012 - Present
Prudential Financial  November 2009 - July 2012
The Hartford  September 2006 - September 2009
Woodbury Financial Services  January 2003 - September 2006
Woodbury Financial Services  March 1999 - January 2003
Fortis Financial Group   October 1997 - March 1999

Education
William Mitchell College of Law   2000 — 2004
Juris Doctor

University of Minnesota-Morris   1992 — 1996
BA, Economics and Political Science

Walter White Walter White Greater Minneapolis-St. Paul Area Details
Walter White's Fortis Financial Group Experience 1998 - 2001
Job President and Chief Executive Officer of Allianz Life Insurance Company of North America
Industry Financial Services
Experience
Allianz Life  December 2011 - Present
Allianz SE  January 2009 - December 2011
Allianz Life Insurance Company  January 2009 - December 2011
Allianz  January 2009 - December 2011
Woodbury Financial Services  January 2001 - January 2009
The Hartford  2001 - 2009
Fortis Financial Group   1998 - 2001
The MONY Group  1988 - 1994

Skills
Bloomberg

Education
University of Pennsylvania - The Wharton School   1984 — 1986
MBA, Marketing

Yale University   1975 — 1979

Gene Wolfe,CLU, CHFC Gene Wolfe,CLU, CHFC Greater Minneapolis-St. Paul Area Details
Gene Wolfe,CLU, CHFC's Fortis Financial Group Experience August 1991 - December 2003
Job Vice President at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group  March 2012 - Present
Lakeside Advisors   November 2004 - March 2012
The Householder Group  March 2003 - October 2004
Fortis Financial Group   August 1991 - December 2003
IDS American Express  March 1987 - July 1991

Skills
Retirement, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Strategic Planning, Long-term Care, High Net Worth..., Estate Planning, Disability Insurance, Series 7, Series 63

Education
St. Olaf College   1972 — 1976
BA, History, Religion

Jody Cohen Press Jody Cohen Press Greater Minneapolis-St. Paul Area Details
Jody Cohen Press's Fortis Financial Group Experience October 1998 - August 2001
Job Partner at Press Law Office, PLLC
Industry Law Practice
Experience
Press Law Office, PLLC   January 2007 - Present
Martin Financial Services, Inc.   September 2001 - February 2004
Fortis Financial Group   October 1998 - August 2001

Skills
Probate, Estate Planning, Elder Law, Insurance, Wills, Litigation, Estate Administration, Powers of Attorney, Trusts, Appeals, Financial Advisory, Legal Writing, Courts, Legal Research, Civil Litigation, Trials

Education
The American College in Bryn Mawr, PA   1999 — 2007
CLU & ChFC, Estate, Business & Insurance Planning

William Mitchell College of Law   1981 — 1987
JD, Law

Samuel D. Bryant Samuel D. Bryant Greater Atlanta Area Details
Samuel D. Bryant's Fortis Financial Group Experience May 1998 - August 2001
Job Managing Partner at BlackLight Strategic Partners, LLC
Industry Management Consulting
Experience
BlackLight Strategic Partners, LLC   June 2008 - Present
BlackLight Strategic Partners, LLC   June 2008 - Present
ING  2002 - 2007
ING Americas  2002 - 2007
ING  2002 - 2007
Bryant Financial Group   July 2001 - August 2002
Fortis Financial Group   May 1998 - August 2001
ReliaStar Employee Benefits   March 1994 - May 1998
Lederle/Advantus Pharmaceuticals   February 1992 - February 1994
Northwestern National Life Insurance Company  April 1989 - February 1992

Skills
Strategic Planning, Relationship Management, Team Building, Negotiation, Networking, Closing Deals, Business Strategy, Management Consulting, Change Management, Financial Services, New Business Development, Business Development, Organizational..., Mortgage Lending, Strategy, Public Speaking, Process Improvement, Mergers, Marketing, Management, Leadership, Deal Closure, Mergers & Acquisitions

Education
Emory University - Goizueta Business School   2007 — 2008
Executive MBA, Global Strategy, Entrepreneurship/Innovation/Negotiation and Finance

University of Alabama   1983 — 1988
BS, Commerce & Business Administration with a Major in Marketing

Michelle Kearns Michelle Kearns Greater Minneapolis-St. Paul Area Details
Michelle Kearns's Fortis Financial Group Experience January 1989 - January 1995
Job Seeking Opportunities in Claims Management
Industry Financial Services
Experience
Prudential  January 2006 - 2014
The Hartford  January 1995 - January 2006
Fortis Financial Group   January 1989 - January 1995

Skills
Insurance, Claim, Claims Management, General Insurance, Risk Management, Reinsurance, Life Insurance, Full-Charge Bookkeeping, Quickbooks set up and..., Web design, Quickbooks certified, Claims Reinsurance, Complaince, Complaint Management, Staffing Analysis, Goal setting and..., Performance Management, Regulatory Compliance, Process Improvement, Microsoft Excel, Deponent

Education
Minnesota State College-Southeast Technical   1981 — 1983
Technical Degree, Computer Operations and Programming, 4.0

Minnesota State College-Southeast Technical
Computer Operations and Programming, Computer Operations, 4.0

Tina (Drescher) Carver Tina (Drescher) Carver Wausau, Wisconsin Details
Tina (Drescher) Carver's Fortis Financial Group Experience 1999 - 2001
Job Student at Rasmussen CollegeMinnesota
Industry Financial Services
Experience
Self-employed  August 2006 - Present
The Hartford  June 2001 - June 2004
Fortis Financial Group   1999 - 2001
Central Wisconsin Radio   1997 - 1999

Skills
Customer Service, Public Speaking, Strategic Planning, Management, Microsoft Excel, Leadership, Event Planning, Team Building, Social Media, Marketing

Education
Rasmussen College-Minnesota   2013 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Northcentral Technical College   1991 — 1993
Associate of Arts and Sciences (A.A.S.), Marketing/Marketing Management, General

Christa Keran Christa Keran Tempe, Arizona Details
Christa Keran's Fortis Financial Group Experience January 2009 - January 2010
Job Sales Freedom Financial
Industry Financial Services
Experience
Freedom Debt Relief  December 2013 - Present
Dr. Seuss Orthodontics   January 2012 - December 2014
Dish Network  January 2010 - January 2012
Fortis Financial Group   January 2009 - January 2010
Debt Settlement USA  July 2006 - August 2008
Air Line Pilots Association  January 1989 - January 2003

Skills
Sales, Sales Operations, Cold Calling, Direct Sales, Sales Management, Sales Process, Sales Presentations, Team Building

Education
Southern Illinois University, Carbondale   1983 — 1987
Bachelor's Degree, Paralegal Studies

Rick Lehrer Rick Lehrer Tampa/St. Petersburg, Florida Area Details
Rick Lehrer's Fortis Financial Group Experience January 1995 - December 2000
Job Founder & President at Financial Solutions Group, Inc.
Industry Financial Services
Experience
Financial Solutions Group  January 2001 - Present
ING, Strategic Distribution   January 2001 - January 2011
Fortis Financial Group   January 1995 - December 2000

Skills
Coaching, Financial Services, Sales, Wealth Management, Income Planning, Sales Management, Strategic Financial..., Insurance, Financial Advisory, Team Building, Retirement Planning, Financial Planning, Life Insurance, Retirement, Investments, Business Development, Strategic Partnerships, Executive Management, 401k, Fixed Annuities, Finance, Strategic Planning, Entrepreneurship, Wealth, Relationship Management, IRAs, Series 7, Series 63, Mutual Funds, Portfolio Management, Long-term Care, Investment Strategies, Estate Planning, Investment Advisory, Small Business, Financial Planners, Public Speaking, Asset Protection, Alternative Investments, Wealth Accumulation, Series 65, Index products

Education
University of Massachusetts, Amherst   1982 — 1986
BA, Communications

Sharon High School

Strategic Coach

Kim Cashman Orange County Realtor Kim Cashman Orange County Realtor Orange County, California Area Details
Kim Cashman Orange County Realtor's Fortis Financial Group Experience 1998 - 2000
Job Realtor at Keller Williams Mission Viejo
Industry Real Estate
Experience
Keller Williams Realty, Inc.   June 2015 - Present
CENTURY 21 Award  July 2014 - June 2015
Prudential Financial  2010 - 2014
Morgan Stanley  2005 - 2009
Nationwide Financial  2001 - 2005
Fortis Financial Group   1998 - 2000
American Skandia  1995 - 1997
Chemical Investment Services   1993 - 1995
Marine Midland Bank  1986 - 1993

Skills
Mutual Funds, Retirement Planning, Series 7, Series 63, Fixed Annuities, Financial Services, Sales, Investments, Insurance, Wealth Management

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

Sarah Lawrence College
BA, Liberal Arts

Larry A. Medin Larry A. Medin New York, New York Details
Larry A. Medin's Fortis Financial Group Experience 1994 - 1997
Job CoFounder and Chairman of the Board at Toroso Investments, LLC
Industry Financial Services
Experience
Toroso Investments  August 2012 - Present
LAM Assoc., Inc   1999 - Present
Avatar Associates  2006 - 2011
Bank of America  1996 - 1999
Fortis Financial Group   1994 - 1997
MetLife State Street   1987 - 1992

Skills
Investment Management, Investment Advisory, Equities, IRAs, Pensions, Securities, Wealth Management, Fixed Annuities, Financial Advisory, Strategic Financial..., Estate Planning, FINRA, Financial Planners, Wealth Management..., Defined Benefit, Financial Services, Wealth, Separately Managed..., Series 63, Fixed Income, Asset Management

Education
University of Minnesota-Twin Cities

Roger Duplechian Roger Duplechian Dayton, Ohio Area Details
Roger Duplechian's Fortis Financial Group Experience December 1987 - October 2002
Job Registered Representative and Insurance Recruiter
Industry Insurance
Experience
United Producers Group   October 2002 - Present
Fortis Financial Group   December 1987 - October 2002
Woodbury Financial Services  November 1987 - September 2002

Skills
Fixed Annuities, Insurance, Series 6, Series 7, Sales, Series 63, Senior Insurance..., Medicare Supplements, Medicare Advantage, Medicare Prescription..., Long-term Care, Term Life Insurance

Education
McNeese State University   1971 — 1976
Bachelor's degree, Business Administration and Management, General

Lake Charles High   1969 — 1971

Holly Maier Holly Maier River Falls, Wisconsin Details
Holly Maier's Fortis Financial Group Experience July 1992 - March 2001
Job Assistant Director at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services  December 2012 - Present
The Hartford  March 2001 - December 2012
Fortis Financial Group   July 1992 - March 2001

Skills
Investments, Mutual Funds, Series 7, Securities, Retirement, Financial Services, FINRA

Education
Chippewa Valley Technical College
Associate's degree, Fashion Merchandising & Marketing

Craig Britton Craig Britton Greater Minneapolis-St. Paul Area Details
Craig Britton's Fortis Financial Group Experience 1997 - 2001
Job Partner at SwitchTrack
Industry Management Consulting
Experience
Small Business Minnesota   January 2012 - Present
SwitchTrack   September 2005 - Present
UpTurnships   2015 - 2015
Washburn Center for Children  1999 - 2006
Thrivent Financial for Lutherans  2002 - 2005
Fortis Financial Group   1997 - 2001
WearWithal, Inc.   1995 - 1997
Britton Marketing Group   1995 - 1997
Creative Resource Center   1994 - 1995
The Pillsbury Company  1981 - 1994

Skills
Strategy Development, Marketing Strategy, Strategic Planning, Aligning organizations..., Product Development, Competitive..., Marketing, Creative Direction, Strategy, Strategic Partnerships, Competitive Analysis, Leadership, Business Strategy, Small Business, New Business Development, Competitive..., Advertising, Nonprofits, Consulting, Public Speaking, Toastmasters

Education
University of Minnesota-Twin Cities   1979 — 1981
Masters of Business, Marketing

Colorado State University   1973 — 1974
Bachelor of Science, Psychology

Alona Rindal, MBA, JD Alona Rindal, MBA, JD Minneapolis, Minnesota Details
Alona Rindal, MBA, JD's Fortis Financial Group Experience 1997 - 1999
Job Vice President & Assistant General Counsel at US Bank
Industry Law Practice
Experience
US Bank  June 2011 - Present
Anastasi & Associates   March 2009 - June 2011
M&I Bank  June 2005 - January 2009
Wells Fargo Bank  June 2003 - June 2005
Wells Fargo Advisors  2001 - 2003
US Bank  1999 - 2001
Fortis Financial Group   1997 - 1999

Skills
Creditors' Rights, Banking Law, Foreclosures, Real Estate, Legal Assistance, Real Estate Transactions, Mortgage Lending, Legal Research, Legal Writing, Credit, Corporate Law, Financial Services, Legal Documents, Finance, Litigation, Portfolio Management, Management, Banking, Loans

Education
William Mitchell College of Law   2004 — 2008
Juris Doctor

University of St. Thomas - Opus College of Business   1996 — 2000
MBA, Marketing

University of Wisconsin-River Falls   1990 — 1994
BA, English

Ron Tiefenbacher Ron Tiefenbacher Thompsons Station, Tennessee Details
Ron Tiefenbacher's Fortis Financial Group Experience 1992 - 1997
Job Experienced Financial Services Software Engineer / Sr Technical Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   1997 - 2012
Fortis Financial Group   1992 - 1997

Skills
Assembler, SDLC, COBOL, JCL, DB2, Business Analysis, Process Improvement, Requirements Analysis, CICS, Insurance, Software Development, Analysis, IMS DB, VSAM, Easytrieve, Systems Analysis

Education
University of Wisconsin-Milwaukee
Bachelor of Fine Arts (BFA), Music Performance

Dakota County Technical College
Computer Programming

Saint Paul College-A Community and Technical College
Computer Programming

Menomonee Falls East High School

Christine RisCassi Christine RisCassi Greater Atlanta Area Details
Christine RisCassi's Fortis Financial Group Experience 1996 - 1998
Job Client Concierge @ Brown Group Planning
Industry Financial Services
Experience
Brown Group Planning   December 2013 - Present
Stay at home MOM  January 1998 - May 2013
Stark Financial Strategies   2011 - 2013
Fortis Financial Group   1996 - 1998
American Express Financial Advisors  1994 - 1996
GTE Federal Credit Union  1991 - 1994
Savings Bank of Rockville   1985 - 1990

Skills
Customer Service, Budgets, Banking, Business Planning, Process Improvement, Operations Management, Organizational..., Leadership, Telephone Reception, Professional..., Solicitation

Education
Manchester Community College   1985 — 1989
Associate's Degree, Business Admnistration

rockville high school

Mike Wnek Mike Wnek Milwaukee, Wisconsin Details
Mike Wnek's Fortis Financial Group Experience October 1988 - January 1997
Job Director of Client Services at Project CAP
Industry Insurance
Experience
Project CAP  June 2013 - Present
Sons of Norway  August 2010 - June 2013
Zywave  July 2009 - June 2010
Zywave  March 2006 - July 2009
Zywave  June 2002 - March 2006
Assurant Health  January 1997 - August 2001
Fortis Financial Group   October 1988 - January 1997

Skills
Customer Relations, Product Management, Insurance, Customer Service, Underwriting, Process Improvement, Team Building, Compliance, Coaching, Public Speaking, Team Management, Change Management, Leadership, Strategic Planning, Disability Insurance, Fixed Annuities, Healthcare, New Business Development, Teaching, Training, Team Leadership, Account Management, Management, Financial Analysis, CRM, Marketing, SaaS, Human Resources, Risk Management, Property & Casualty..., Health Insurance, Workers Compensation

Education
Marquette University   1980 — 1984
BA, History

Keith Metzger Keith Metzger San Francisco Bay Area Details
Keith Metzger's Fortis Financial Group Experience October 1994 - June 1995
Job Sales Consulting Manager at Oracle
Industry Computer Software
Experience
Oracle  June 2013 - Present
Oracle  January 2009 - May 2013
Primavera Systems  February 2004 - December 2008
SSA Global (now Infor) (formerly Elevon and Walker Interactive Systems)   January 2000 - February 2004
Walker Interactive Systems  June 1995 - January 2000
Fortis Financial Group   October 1994 - June 1995

Skills
Project Management, Program Management, Project Planning, Strategic Planning, Business Intelligence, Executive Reporting, Workflow, Pre-sales, Primavera P6, P6, ProSight, Pertmaster, Walker, Microsoft Office, Requirements Analysis, Analytics, Enterprise Software

Education
University of California, Santa Barbara   1989 — 1994
Business Economics, Geography

Universidad de Granada   1992 — 1992
Granada, Spain

Miramonte High School, Orinda   1985 — 1989

American Community School (ACS), Cobham   1980 — 1983

Josh Dau Josh Dau Greater Milwaukee Area Details
Josh Dau's Fortis Financial Group Experience May 2000 - July 2001
Job at Assurant Health
Industry Insurance
Experience
Assurant Health  August 2012 - Present
Assurant Health  July 2009 - August 2012
Godfrey & Kahn  September 2005 - July 2009
Ameriprise Financial Services, Inc.   August 2001 - June 2002
Fortis Financial Group   May 2000 - July 2001
Principal Financial Group  June 1996 - May 2000

Skills
Health Insurance, Healthcare Compliance, Health Care Reform, Individual Health..., Insurance, Financial Risk, Analysis, Actuarial Science, Idea Generation, Legal Research, Litigation, Medical Compliance, New Business Development, Profit Margins, Profitable Growth, Risk Analysis, Risk Management, Supplemental Health, Underwriting

Education
University of Minnesota Law School   2002 — 2005
JD, Law

University of Minnesota-Duluth   1992 — 1996
BS, Math, Economics

Ellen Woodruff Ellen Woodruff Hartford, Connecticut Area Details
Ellen Woodruff's Fortis Financial Group Experience June 1993 - January 1998
Job VP Portfolio Strategy at Hartford Investment Management
Industry Insurance
Experience
Hartford Investment Management  2010 - Present
ING  February 1998 - May 2010
Fortis Financial Group   June 1993 - January 1998

Skills
Risk Management, Investments, Insurance, Fixed Income, Financial Modeling, Financial Risk, Portfolio Management, Financial Analysis, Asset Allocation, Derivatives, Investment Strategies, Credit Risk, Strategic Planning, Due Diligence, Hedging

Education
University of Minnesota - Carlson School of Management   1989 — 1993

Anju Gupta-Lavey Anju Gupta-Lavey Greater Minneapolis-St. Paul Area Details
Anju Gupta-Lavey's Fortis Financial Group Experience January 1996 - March 2002
Job Actuary at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  September 2008 - Present
(Self Employed)   November 2006 - September 2008
Ameriprise Financial  September 2002 - June 2006
Fortis Financial Group   January 1996 - March 2002
Time Insurance Company  June 1989 - December 1995

Education
Ball State University   1985 — 1989
B.S., Actuarial Science

Jeff Kletti, CFA Jeff Kletti, CFA Greater Minneapolis-St. Paul Area Details
Jeff Kletti, CFA's Fortis Financial Group Experience April 1997 - October 2000
Job Head of Investments Institutional Retirement and Trust at Wells Fargo
Industry Investment Management
Experience
Wells Fargo  June 2014 - Present
Wells Fargo  November 2010 - June 2014
Allianz  October 2000 - October 2010
Fortis Financial Group   April 1997 - October 2000
Investment Advisers Inc  July 1993 - April 1997
Kemper Securities Inc  1987 - 1993

Education
University of Minnesota - Carlson School of Management   1998 — 1999
MBA, Finance

University of Wisconsin-Milwaukee - Lubar School of Business   1984 — 1988
BA, Finance

Kelly Bretz Kelly Bretz Greater Minneapolis-St. Paul Area Details
Kelly Bretz's Fortis Financial Group Experience 1996 - 2001
Job Financial Services Leader, Pricing & Risk seeking new opportunity
Industry Financial Services
Experience
Thrivent Financial  October 2003 - June 2015
US Bank  2001 - 2002
Fortis Financial Group   1996 - 2001
Midamerica Life Insurance Co.   1994 - 1996
The Mutual Group, US   1993 - 1994
Northwestern National Life  1984 - 1992

Skills
Pricing, Strategic Planning, Financial Risk..., Leadership, Cross-functional Team..., Asset Management, Asset Allocation, Investments, Business Strategy, Product Development, Product Management, Team Leadership, Valuation, Portfolio Management, Collaborative Leadership, Insurance, Life Insurance, Health Insurance, Fixed Annuities, Variable Annuities, Non-profit Volunteering, Staff Development, Business Profitability, Risk Assessment, Actuarial Science, Project Management, Nonprofits, Finance, Analysis, Team Building, Management, Risk Management, Microsoft Office, Financial Analysis, Financial Reporting, Financial Risk, Financial Modeling, Fixed Income, Business Analysis

Education
University of St. Thomas   1998 — 1998
Mini-Masters of Business Administration

University of Minnesota - Carlson School of Management   1997 — 1998

Minnesota State University, Moorhead   1980 — 1984
Bachelor of Arts (B.A.), Mathematics, Summa Cum Laude

Morris Senior High School   1977 — 1980
High School Diploma

Sanjeeva Ratnayake Sanjeeva Ratnayake Greater Minneapolis-St. Paul Area Details
Sanjeeva Ratnayake's Fortis Financial Group Experience 2000 - 2004
Job Systems Programmer
Industry Information Services
Experience
US Bank  September 2006 - Present
Assurant  2004 - 2005
Fortis Financial Group   2000 - 2004

Skills
Unix, JCL, TSO, z/OS, SDLC, DB2, Business Analysis, Operating Systems, MVS, Visio, Disaster Recovery, Mainframe, ISPF, SQL, Enterprise Architecture

Education
University of Minnesota-Twin Cities   1997 — 2007
Chemistry, Minor in Computer Science

patrick guidera patrick guidera Greater New York City Area Details
patrick guidera's Fortis Financial Group Experience 2003 - 2006
Job at Bloomberg
Industry Financial Services
Experience
Bloomberg  July 2008 - Present
SunTrust Robinson Humphrey  2006 - 2008
Fortis Financial Group   2003 - 2006
Societe Generale US  2002 - 2003
Bear Stearns  1997 - 2001

Skills
Fixed Income, ABS, Structured Products, Bloomberg, MBS, Hedge Funds, CDO, Bonds, Capital Markets, Market Data, Derivatives, Securities, Residential Mortgages, Pricing Analysis, Market Pricing

Education
Lehigh University   1992 — 1996
Bachelor of Science (BS), Finance, General

Robert Malcomson Robert Malcomson Greater Minneapolis-St. Paul Area Details
Robert Malcomson's Fortis Financial Group Experience October 1998 - April 2001
Job Vice President at US Bank
Industry Banking
Experience
US Bank  January 2005 - Present
PwC  March 2004 - January 2005
ING  April 2001 - March 2004
Fortis Financial Group   October 1998 - April 2001

Skills
Enterprise Risk..., Sarbanes-Oxley Act, Basel II, Internal Audit, Banking, Financial Risk, Risk Management, Operational Risk, Credit, Credit Risk, Financial Services

Education
University of Minnesota-Twin Cities
BA, Mathematics

Anne Sonnee Anne Sonnee Greater Minneapolis-St. Paul Area Details
Anne Sonnee's Fortis Financial Group Experience December 1988 - March 1998
Job Interim Vice President Advancement and Communications at Metropolitan State University
Industry Public Relations and Communications
Experience
Metropolitan State University  October 2014 - Present
Exploring new opportunities  November 2013 - September 2014
HealthEast Care System  February 1998 - October 2013
Fortis Financial Group   December 1988 - March 1998

Skills
Leadership, Corporate Communications, Strategic Communications, Internal Communications, Public Relations, Healthcare Management, Marketing Communications, Hospitals, Project Management, Management, Public Speaking, Editing, Change Management, EHR, Leadership Development, Program Management, Training, Budgets, Healthcare Consulting, Epic Systems, Physician Relations, Patient Safety

Education
University of Minnesota-Twin Cities   1979 — 1983
Bachelor of Arts (BA), Journalism

Johnson High School

Steve Gathje Steve Gathje Greater Minneapolis-St. Paul Area Details
Steve Gathje's Fortis Financial Group Experience 1998 - 2001
Job SVP & Chief Actuary at Ameriprise Financial Services, Inc.
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   June 2011 - Present
ING Employee Benefits  September 2008 - August 2011
Americo  March 2007 - September 2008
Americo Life, Inc  2007 - 2008
Assurant Employee Benefits  October 2001 - March 2007
Fortis Financial Group   1998 - 2001

Skills
Insurance, Enterprise Risk..., Underwriting, Risk Management, Financial Risk, Actuarial Science, Employee Benefits, Health Insurance, Life Insurance, Executive Management, Strategy, Disability Insurance, Fixed Annuities, Reinsurance, ALM, Economic Capital, General Insurance, Capital Management, Long-term Care, Embedded Value, Pensions, Retirement, Claim, Variable Annuities, Property & Casualty..., Solvency II, Commercial Insurance, Term Life Insurance, Strategic Financial..., Valuation, Liability, Brokers, Financial Modeling, Workers Compensation, Investments, Long Term Care Insurance, Universal Life, 401k, Retirement Planning, Financial Services, Predictive Modeling, Group Insurance, Series 6, Accident, Mutual Funds, Claims Management, Medicare, Asset Allocation, Whole Life, Health Savings Accounts

Education
St. John's University   1973 — 1977
B.A., Mathemtatics

George Mulwee George Mulwee Denver, Colorado Details
George Mulwee's Fortis Financial Group Experience November 1999 - June 2002
Job Director of Supervision at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC  May 2014 - Present
Woodbury Financial Services  May 2013 - May 2014
Woodbury Financial Services  July 2011 - May 2013
Ameriprise Financial  September 2010 - July 2011
Woodbury Financial Services  August 2007 - September 2010
Woodbury Financial Services  June 2004 - August 2007
Woodbury Financial Services  June 2002 - June 2004
Fortis Financial Group   November 1999 - June 2002

Skills
Series 24, Series 7, Mutual Funds, Uniform Combined State..., Investments, Investment Advisory, Registered Investment..., Trading, Compliance, FINRA, Series 66, Series 4

Education
Augsburg College   2006 — 2010

Jody Friday Jody Friday Greater Minneapolis-St. Paul Area Details
Jody Friday's Fortis Financial Group Experience 1988 - 1995
Job VP Applications at Assurant
Industry Information Technology and Services
Experience
Assurant  January 2013 - Present
Assurant  January 2005 - December 2012
Assurant  1999 - 2009
Fortis  1988 - 1999
Fortis Financial Group   1988 - 1995

Education
Concordia College   2005 — 2008
Bachelors, Management Information Systems

Minneapolis Business College   1988 — 1989
Accounting Management, Finance

Mariann Johanneck Mariann Johanneck Greater Minneapolis-St. Paul Area Details
Mariann Johanneck's Fortis Financial Group Experience 1999 - 2000
Job Housekeeping Assistant at Presbyterian Homes & Services
Industry Medical Practice
Experience
Presbyterian Homes & Services  April 2010 - Present
Pearson Education, Inc.   November 2006 - August 2008
Woodbury Financial Services, Inc.   November 1999 - September 2006
Fortis Financial Group   1999 - 2000
St. Paul Companies  May 1999 - October 1999
Deluxe Corporation  1976 - 1998

Skills
Project Management, Customer Service, Microsoft Office, Nonprofits, Sales, Microsoft Word, Outlook, Event Planning, PowerPoint, Time Management, Training, Healthcare, Fundraising, Data Entry, Teamwork

Education
Century College   2009 — 2009
Medical Terminology

St. Paul College   2008 — 2008
Certificates, MS Excel, Word, Access, PowerPoint

Jeff Urban Jeff Urban Buffalo/Niagara, New York Area Details
Jeff Urban's Fortis Financial Group Experience January 1996 - January 1997
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   June 2010 - Present
USCC Sales   January 2005 - June 2010
American Express, USCC Sales   January 2004 - January 2005
American Express  January 1999 - January 2003
New Business Partnerships   January 1997 - January 1999
Fortis Financial Group   January 1996 - January 1997

Skills
Account Management, Business Development, Contract Negotiation, Product Development, Selling, Proposal Writing, Business Expansion, Credit Cards, Merchant Services, Payments, New Business Development, Strategic Partnerships, B2B, Payment Card Processing, Sales, Direct Sales, Strategic Planning, Payment Systems, Debit Cards, Enterprise Software, Cards, Vendor Management, Financial Services, Electronic Payments, Relationship Management, Banking, Program Management, Sales Process, Portfolio Management

Education
State University of New York at Buffalo - School of Management   1999 — 2002
MBA

University of Missouri-Columbia   1994 — 1995

United States Naval Academy   1990 — 1994

Prep school

Prep school

Barbara Kirby, CFP® Barbara Kirby, CFP® Greater Minneapolis-St. Paul Area Details
Barbara Kirby, CFP®'s Fortis Financial Group Experience 1990 - 1999
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

Lisa Bock Lisa Bock Minneapolis, Minnesota Details
Lisa Bock's Fortis Financial Group Experience 1998 - 2001
Job Vice President National Accounts at Financial Services Distribution Company
Industry Financial Services
Experience
Financial Services Distribution Company   April 2013 - Present
Allianz Life  2006 - 2012
Allianz Life  2004 - 2006
Allianz Life  2001 - 2004
Fortis Financial Group   1998 - 2001

Skills
Series 7, Series 63, Insurance, Variable Annuities, Investments, Mutual Funds, Business Relationship..., Fixed Annuities, Key Account Management, Series 6, Life Insurance, FINRA, Asset Allocation, 401k, Finance, Series 24, Wealth Management, Sales, Equities, Financial Services, Relationship Management, Investment Advisory, Retirement, Asset Management, Retirement Planning, Securities, Financial Advisory, Separately Managed..., Series 65

Education
Concordia College
Bachelor of Arts (B.A.) - Magna Cum Laude Graduate, Accounting and Communications

Brenda Hart Brenda Hart Greater Minneapolis-St. Paul Area Details
Brenda Hart's Fortis Financial Group Experience September 1997 - December 2001
Job Director of Marketing at Allianz Life
Industry Financial Services
Experience
Allianz Life  2007 - Present
Allianz Life  2005 - 2007
Allianz Life  January 2002 - 2005
Fortis Financial Group   September 1997 - December 2001

Skills
Series 6, Insurance, Fixed Annuities, Retirement Planning, Leadership, Strategic Planning, Investments, Retirement, Series 63, Marketing, Life Insurance, Financial Services

Education
Augsburg College

Augsburg College
Religion/Religious Studies/Physical Education

Karen Mallinger Karen Mallinger Greater Minneapolis-St. Paul Area Details
Karen Mallinger's Fortis Financial Group Experience 1992 - 1995
Job Security Program Manager and Chief of Staff for Chief Information Security Officer at SUPERVALU
Industry Financial Services
Experience
SUPERVALU  April 2015 - Present
Ameriprise Financial Services, Inc.   January 2015 - April 2015
Ameriprise Financial Services, Inc.   May 2012 - December 2014
Ameriprise Financial  April 2007 - May 2012
Ameriprise Financial  January 2004 - April 2007
Fortis Financial Group   1992 - 1995

Skills
SDLC, Disaster Recovery, PMO, Business Analysis, Risk Management, Requirements Gathering, Process Improvement, Financial Services, Requirements Analysis, Visio, Software Project..., IT Strategy, Program Management, Enterprise Architecture, Information Security, Security, PMP, Project Portfolio..., Business Process, Business Process..., Business Requirements, Computer Security, Governance, IT Management, ITIL, Incident Management, Management, Leadership, Resource Management, Vendor Management

Education
Saint Mary's University of Minnesota   1981 — 1985
BA, Psychology/Biology

Kiflom Haile Kiflom Haile Las Vegas, Nevada Area Details
Kiflom Haile's Fortis Financial Group Experience September 1993 - September 1996
Job
Industry Information Technology and Services
Experience
Unisys  June 2010 - Present
University of Phoenix  January 2009 - July 2010
UHS  September 2008 - December 2008
Bally Technologies  November 2005 - September 2008
Carlson Wagonlit Travel  September 2000 - August 2005
Dorsey & Whitney LLP  September 1996 - September 2000
Fortis Financial Group   September 1993 - September 1996

Skills
Network Administration, Cisco Technologies

Education
University of Phoenix   2008 — 2010
MIS, Information System

Metropolitan State University   1993 — 1997
BA, Information System

Ken Nip Ken Nip Melbourne, Florida Details
Ken Nip's Fortis Financial Group Experience May 2004 - May 2008
Job Graduate student
Industry Research
Experience
SHINGS   June 2008 - December 2012
FORTIS FINANCIAL GROUP   May 2004 - May 2008
CITI  September 2003 - March 2004
ARUP GROUP, LONDON, HONG KONG, SINGAPORE   January 2000 - October 2003
GESELLSCHAFT FUR INDUSTRIEPHYSIK AG   June 1998 - August 1998
BRITISH TELECOM  June 1996 - December 1996

Skills
Project Management, International..., Economics, Sustainable Development, International Relations, Project Planning, English, Policy Analysis, Microsoft Office, SPSS, Data Analysis, MATHLAB, Maple, SQL, Java, C++, R, Statistical Data..., Data Mining, Mobile Phone Apps, iOS Development, Android Development

Education
Florida Institute of Technology   2014 — 2015
Master's Degree, Operations Research

Villanova University   2013 — 2014
Master's Degree, Applied Statistics

UCL   1995 — 1998
Bachelor’s Degree, Computer Science with Electronic Engineering

James Helsdingen James Helsdingen Greater Minneapolis-St. Paul Area Details
James Helsdingen's Fortis Financial Group Experience October 1994 - May 1995
Job Director of Operations Merrill Bridge Disclosure Solutions at Merrill Corporation
Industry Financial Services
Experience
Merrill Corporation  October 2010 - Present
Merrill Corporation  October 2010 - Present
Van Helsdingen, LLC   November 2007 - Present
NorthWrite  May 2001 - Present
Lakeland Construction Finance LLC   October 2006 - September 2010
LarsonAllen  January 2001 - October 2006
Target Corporation  July 1996 - February 2001
First Minnesota Bank  July 1996 - December 1999
TCF Bank  May 1995 - June 1996
Fortis Financial Group   October 1994 - May 1995

Skills
General Ledger, Strategic Planning, Analysis, Strategic Financial..., Financial Reporting, CRM, Payroll, Internal Controls, Account Reconciliation, Forecasting, Finance, Customer Service, Accounting, Budgets, Sales, Financial Modeling, Internal Audit, Auditing, External Audit, Financial Analysis, Management, Financial Audits, GAAP, Banking, Corporate Tax, Start-ups, Financial Statements, Portfolio Management

Education
University of St. Thomas - Opus College of Business   2000 — 2001
MBA, Accounting

Eastern Illinois University   1991 — 1994
BA, History, Business Management

Kay Marie Doughty Kay Marie Doughty Greater Minneapolis-St. Paul Area Details
Kay Marie Doughty's Fortis Financial Group Experience August 1986 - April 2001
Job Manager, Actuarial at Prudential Financial
Industry Insurance
Experience
Prudential Financial  January 2013 - Present
The Hartford  January 2012 - December 2012
Hartford Life  December 2009 - August 2011
Hartford Life  May 2006 - August 2009
Hartford Life  April 2001 - August 2005
Fortis Financial Group   August 1986 - April 2001

Skills
Problem Solving, Attention To Detail, Calculations, Research, Cooperation, Open Minded, Highly Analytical, Persistent, Actuarial, Excel, Data Analysis, Compliance, Insurance, Actuarial Science, Analytical Skills, Microsoft Excel, Reinsurance, Risk Management, Life Insurance

Education
St. Olaf College   1982 — 1985
BA, Mathematics, Art

Jennifer Parent, MAOL, LEED Green Associate Jennifer Parent, MAOL, LEED Green Associate Greater Denver Area Details
Jennifer Parent, MAOL, LEED Green Associate's Fortis Financial Group Experience April 1999 - April 2001
Job Proposal Coordinator at KrausAnderson Construction Company
Industry Construction
Experience
Kraus-Anderson Construction Company  April 2001 - Present
Fortis Financial Group   April 1999 - April 2001
John Hancock Life Insurance Company (U.S.A.)   August 1998 - February 1999
John Hancock Mutual Life   August 1998 - February 1999

Skills
Proposal Writing, Scheduling, Outlook, Word, InDesign, Excel, Microsoft Office, PowerPoint, Adobe Acrobat, Photoshop, Writing, Illustrator, Marketing Strategy, Editing, Graphic Design, Process Scheduler, Microsoft Excel, Construction, Project Bidding, Microsoft Word, Adobe Creative Suite, Marketing, Leadership, Training, LEED, Marketing Communications, Project Coordination, Sustainability, Team Building, Team Leadership, Government, Design-Build, Microsoft Office 2007, Retail, Windows, Coaching, Leadership Development, Blueprint Reading, Proposal Support, Government Proposals, Proposal Generation, Technical Writing, Proposal Leadership, RFP, Proposal Production, Bid Preparation, RFQ, Interviews, Teaching, Presentation Development

Education
Saint Mary's University of Minnesota   2013 — 2014
Master's Degree, Organizational Leadership

Hamline University   1996 — 2008
BS, Economics

Cornell College   1994 — 1995

Anoka Ramsey Community College   1993 — 1994

Tom Gualdoni Tom Gualdoni Greater Minneapolis-St. Paul Area Details
Tom Gualdoni's Fortis Financial Group Experience 1982 - 1996
Job VP Insurance Marketing Implementation at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   VP Insurance Marketing ImplementationAmeriprise Financial2001 - Present
First Variable Life/ILona Financial   1997 - 2000
Fortis Financial Group   1982 - 1996

Skills
Retirement Planning, Retirement, Estate Planning, Variable Annuities, Mutual Funds, Securities, Sales, Series 6, Marketing, 401k, Asset Allocation, Investment Strategies, FINRA, Series 7, Asset Management, Series 63, Series 24, Portfolio Management, Fixed Annuities, Saving for Education, Wealth Management, Life Insurance, Investments, Financial Services, Alternative Investments, Insurance, Strategic Financial..., IRAs, Series 65, Relationship Management, Long-term Care, Financial Advisory, Investment Advisory

Education
Southern Illinois University, Carbondale
BME, MM

Melissa Stogdill Melissa Stogdill Greater Minneapolis-St. Paul Area Details
Melissa Stogdill's Fortis Financial Group Experience 1998 - 2001
Job Business Analysis | Project Management | Research | Documentation
Industry Information Technology and Services
Experience
Independent Project Consultant  2013 - Present
Optum  December 2011 - April 2013
Staffing Agencies: TEKsystems, Special Counsel, Robert Half Legal   2003 - 2011
Woodbury Financial Services  2001 - 2003
Fortis Financial Group   1998 - 2001

Skills
Project Management, Business Analysis, Project Coordination, Contract Management, Analysis, Software Documentation, Leadership, Training, Requirements Gathering, Requirements Analysis, Cross-functional..., Investments, Business Process, Project Planning, Team Leadership, Vendor Management, Sourcing, Human Resources, Microsoft Office

Education
University of Wisconsin-Eau Claire
BA

Inver Hills Community College
AS

Lee Rosenblum Lee Rosenblum United States Details
Lee Rosenblum's Fortis Financial Group Experience January 1990 - January 1995
Job
Industry Higher Education
Experience
American Friends of Bar-Ilan University  January 2010 - Present
American Committee for the Weizmann Institute of Science  January 2008 - January 2010
Lincoln Financial Distributors  January 2005 - January 2008
CDC IXIS ASSET MANAGEMENT  January 1998 - January 2003
LONDON PACIFIC LIFE AND ANNUITY   January 1996 - January 1997
Fortis Financial Group   January 1990 - January 1995
INTEGRATED RESOURCES MARKETING, INC   January 1986 - January 1990
The Calvert Group  January 1980 - January 1986
The Bank of Bethesda   January 1978 - January 1979

Education
American University
Bachelor of Arts (BA) Degree

Greg Swenson Greg Swenson Greater Minneapolis-St. Paul Area Details
Greg Swenson's Fortis Financial Group Experience November 1981 - November 1995
Job Classroom Presenter at Johnson & Wales University
Industry Higher Education
Experience
Johnson & Wales University  June 2014 - Present
Everest Institute  March 2011 - September 2013
Herzing University-Minneapolis  August 2006 - June 2010
DFL Party   2010 - 2010
Le Cordon Bleu College of Culinary Arts  August 2004 - August 2006
various Minneapolis suburban school districts   August 1998 - June 2004
Fortis Financial Group   November 1981 - November 1995
Nyquist, Kaisershot & Associates   November 1979 - May 1981

Skills
Admissions, Recruiting, Teaching, Interviews, Higher Education, Enrollment Management, Staff Development, Student Affairs, Adult Education, Academic Advising, Career Counseling, Resume Writing, Campus, Distance Learning, Public Speaking, Career Development, Curriculum Development, Curriculum Design, Instructional Design, E-Learning, Coaching, Fundraising, Leadership, Student Financial Aid, Student Recruiting

Education
University of Minnesota-Twin Cities   1999 — 2004
M.Ed., Curriculum & Instruction

St. Cloud State University   1996 — 1997
B.S., education

University of Minnesota Law School   1976 — 1979
J.D., law

University of Minnesota-Twin Cities   1972 — 1976
B.S., political science

Jeremy Hass Jeremy Hass Phoenix, Arizona Area Details
Jeremy Hass's Fortis Financial Group Experience August 2009 - Present
Job Experienced Entrepreneur, background in Financial services, Direct Marketing, BPO services, Fitness industries and more
Industry Financial Services
Experience
Finefectivo S.A. DE C.V., SOFOM, ENR   July 2011 - Present
Fortis Financial Group   August 2009 - Present
Profitech LLC   2010 - 2012
J Hass Group   March 2006 - January 2011

Skills
Lead Generation, New Business Development, Credit, Marketing Strategy, Micro Lending, Credit Analysis, Debt Elimination, Advertising, Direct Marketing, International Business, Outsourcing, Offshore Outsourcing, Outsourced Solutions, Business Development, Financial Modeling, Outside Sales, Outsourcing Management, Financial Services, Loans

Education
University of Arizona   2002 — 2005
Interdisciplinary studies

Kenneth Hanson Kenneth Hanson Greater Minneapolis-St. Paul Area Details
Kenneth Hanson's Fortis Financial Group Experience 1991 - 1997
Job Regional Sales Director at RiverSource Life Insurance
Industry Insurance
Experience
Ameriprise Financial Services, Inc.   March 2012 - Present
Symetra Financial  May 2008 - December 2010
American National Insurance Company  July 2006 - May 2008
Kelmoore Investment Company  January 2001 - January 2006
First Variable Life Insurance Company   January 1999 - January 2001
Fortis Financial Group   1991 - 1997

Education
University of Minnesota Duluth
Bachelor, Business Administration

Phillip Vallillo Phillip Vallillo Greater New York City Area Details
Phillip Vallillo's Fortis Financial Group Experience September 2008 - February 2010
Job Assistant Director of Finance at The RitzCarlton Hotel Company, L.L.C.
Industry Hospitality
Experience
The Ritz-Carlton Hotel Company, L.L.C.   May 2015 - Present
Marriott International  June 2011 - May 2015
Jackson Hewitt  September 2010 - March 2011
Fortis Financial Group   September 2008 - February 2010

Skills
Financial Analysis, Forecasting, Financial Reporting, Accounting, Financial Modeling, Microsoft Excel, Budgets, Account Reconciliation, Microsoft Office, Auditing, Strategic Planning, PowerPoint, Outlook, PeopleSoft, Account Management, Leadership, Cash Management

Education
Fordham University   2004 — 2008
BS, Finance, Marketing

Tiffanie Yee Tiffanie Yee El Dorado Hills, California Details
Tiffanie Yee's Fortis Financial Group Experience 1998 - 1999
Job Business Development Manager, Investment Only Solutions at Principal Funds
Industry Financial Services
Experience
Principal Funds  January 2011 - Present
Principal Funds  2006 - 2010
WM Group of Funds  2004 - 2006
WM Group of Funds  2002 - 2004
WM Group of Funds  2001 - 2002
WM Group of Funds  2000 - 2001
WM Financial Services  1999 - 2000
Fortis Financial Group   1998 - 1999

Skills
Business Development, Retirement, Investments, Mutual Funds, Series 7, Series 63, Retirement Planning, Asset Management, Securities, Series 24, Relationship Management

Education
UC Irvine   1994 — 1998
Bachelor of Arts (B.A.), Economics

Bonny Clum Bonny Clum Hudson, Wisconsin Details
Bonny Clum's Fortis Financial Group Experience 1979 - 2002
Job Administrative Assistant at St. Croix County
Industry Government Administration
Experience
St. Croix County  June 2002 - Present
Fortis Financial Group   1979 - 2002
The Hartford  1979 - 2002

Education
Century College

South St Paul High School

Diego Parma Diego Parma Greater New York City Area Details
Diego Parma's Fortis Financial Group Experience February 2002 - October 2002
Job Head of Trading
Industry Investment Management
Experience
Caravel Management LLC  March 2014 - Present
Triogem Asset Management   May 2008 - September 2013
Tiedemann Investment Group  February 2003 - February 2008
Fortis Financial Group   February 2002 - October 2002
Dresdner Kleinwort Wasserstein  March 2001 - November 2001
Lehman Brothers  August 1994 - February 2001

Skills
Hedge Funds, Trading, Investments, Portfolio Management, Equities, Derivatives, Options, Emerging Markets, Frontier Markets, European Markets, Latin American markets, ADRs, Financial Markets, Futures Trading, Swaps, FX Hedging, Prime Brokerage, Technical Analysis, DeMark Indicators, Gann, Trading Systems, Portfolio Management..., Electronic Trading, Valuation, Bloomberg Terminal

Education
Rutgers, The State University of New Jersey-New Brunswick   1988 — 1993
Bachelor of Arts (BA), Economics

Derek Osborne Derek Osborne Redmond, Oregon Details
Derek Osborne's Fortis Financial Group Experience April 1999 - September 1999
Job Assistant Operations/Lead Instructor at PatRick Corporation
Industry Environmental Services
Experience
PatRick Corporation  August 2000 - Present
Mt. Bachelor  October 1999 - February 2003
Fortis Financial Group   April 1999 - September 1999

Skills
Wildland Firefighting, Emergency Management, First Aid, Construction, Personal Financial..., Instructor-led Training

Education
University of Oregon   1995 — 1999
Bachelor of Arts (B.A.), German Language and Literature

Eberhard-Karls-Universität Tübingen   1997 — 1998

Diane Redenbaugh Diane Redenbaugh Greater Minneapolis-St. Paul Area Details
Diane Redenbaugh's Fortis Financial Group Experience March 1991 - March 2001
Job
Industry Information Technology and Services
Experience
Prudential Financial  January 2013 - Present
The Hartford  April 2001 - January 2013
Fortis Financial Group   March 1991 - March 2001

Skills
Microsoft Visual Studio..., Life Insurance...

Education
South Dakota School of Mines and Technology   1986 — 1990
Bachelor's Degree, Computer Science