Fortis Financial Group
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Fortis Financial Group Employees
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Focus Financial Network, Inc. November 2006 - Present
Waddell & Reed February 1999 - November 2006
Fortis Financial Group 1990 - 1999
Education
St. Olaf College
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
St. Croix County June 2002 - Present
Fortis Financial Group 1979 - 2002
The Hartford 1979 - 2002
Education
Century College
South St Paul High School
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
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
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