Fortress Wealth Management
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Fortress Wealth Management Employees
Employee
Years
Job
Industry
Megan Wiewel Megan Wiewel's Fortress Wealth Management Experience May 2012 - July 2013
Job Production Coordinator
Industry Apparel & Fashion
Experience
Hautelook November 2013 - December 2013
The Urban Grill May 2011 - November 2013
Fortress Wealth Management May 2012 - July 2013
People Against Cancer March 2004 - August 2011
Skills
Licensed Property &..., Customer Service..., Intercultural..., Outstanding..., Policy Servicing, Organizational Structure, Microsoft Office, Insurance, Fundraising, Customer Service
Education
University of Iowa 2005 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Hautelook November 2013 - December 2013
The Urban Grill May 2011 - November 2013
Fortress Wealth Management May 2012 - July 2013
People Against Cancer March 2004 - August 2011
Skills
Licensed Property &..., Customer Service..., Intercultural..., Outstanding..., Policy Servicing, Organizational Structure, Microsoft Office, Insurance, Fundraising, Customer Service
Education
University of Iowa 2005 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Jon Buller Jon Buller's Fortress Wealth Management Experience October 2014 - Present
Job Licensed Insurance Agent at Fortress Wealth Management
Industry Insurance
Experience
Fortress Wealth Management October 2014 - Present
Nationwide Insurance 2005 - 2014
Skills
Insurance, Customer Service, Microsoft Office, Public Speaking, Leadership, Property & Casualty..., General Insurance, Microsoft Excel, Strategic Planning, Sales
Education
University of Nebraska-Lincoln
Bachelor of Arts (BA), Music Performance, General
Fortress Wealth Management October 2014 - Present
Nationwide Insurance 2005 - 2014
Skills
Insurance, Customer Service, Microsoft Office, Public Speaking, Leadership, Property & Casualty..., General Insurance, Microsoft Excel, Strategic Planning, Sales
Education
University of Nebraska-Lincoln
Bachelor of Arts (BA), Music Performance, General
Trevor Skipper Trevor Skipper's Fortress Wealth Management Experience November 2009 - Present
Job Owner, Fortress Wealth Management
Industry Financial Services
Experience
Fortress Wealth Management November 2009 - Present
Edward Jones August 2000 - November 2009
Skills
Securities
Education
Belmont University 1996 — 1997
Graduate 30 hours, Education
Middle Tennessee State University 1988 — 1993
B.S,, Political Science, Economics/Finance
Fortress Wealth Management November 2009 - Present
Edward Jones August 2000 - November 2009
Skills
Securities
Education
Belmont University 1996 — 1997
Graduate 30 hours, Education
Middle Tennessee State University 1988 — 1993
B.S,, Political Science, Economics/Finance
Timothy Hibbing Timothy Hibbing's Fortress Wealth Management Experience January 2012 - Present
Job Independant Insurance Agent
Industry Insurance
Experience
Fortress Wealth Management January 2012 - Present
Triplett Companies October 2007 - January 2012
Nationwide Insurance May 2005 - October 2007
Skills
Insurance, Customer Service, Claims, Customer Relations, Coaching, Claim, Employee Benefits, Umbrella Insurance, Mortgage Lending, General Insurance, Health Insurance, Real Estate, Time Management, Term Life Insurance, Legal Liability, Process Improvement, Fixed Annuities, Liability, Microsoft Office, Analysis, Forecasting, Financial Analysis, Call Centers, Banking, Property & Casualty..., Small Business, Disability Insurance, Direct Sales, Marketing, Life Insurance, Sales, Microsoft Excel, Risk Management, Strategic Planning, Commercial Insurance, Underwriting, Leadership, Casualty, Customer Satisfaction, Account Management, Team Building, Cold Calling, Negotiation, Budgets, Public Speaking, Casualty Insurance
Education
Iowa State University 2000 — 2005
Double Major: Communication Studies and Speech, College of LAS
Ames High 1996 — 2000
Fortress Wealth Management January 2012 - Present
Triplett Companies October 2007 - January 2012
Nationwide Insurance May 2005 - October 2007
Skills
Insurance, Customer Service, Claims, Customer Relations, Coaching, Claim, Employee Benefits, Umbrella Insurance, Mortgage Lending, General Insurance, Health Insurance, Real Estate, Time Management, Term Life Insurance, Legal Liability, Process Improvement, Fixed Annuities, Liability, Microsoft Office, Analysis, Forecasting, Financial Analysis, Call Centers, Banking, Property & Casualty..., Small Business, Disability Insurance, Direct Sales, Marketing, Life Insurance, Sales, Microsoft Excel, Risk Management, Strategic Planning, Commercial Insurance, Underwriting, Leadership, Casualty, Customer Satisfaction, Account Management, Team Building, Cold Calling, Negotiation, Budgets, Public Speaking, Casualty Insurance
Education
Iowa State University 2000 — 2005
Double Major: Communication Studies and Speech, College of LAS
Ames High 1996 — 2000
He Jiang He Jiang's Fortress Wealth Management Experience May 2013 - Present
Job Insurance Producer at Fortress Wealth Management
Industry Financial Services
Experience
Fortress Wealth Management May 2013 - Present
Kingland Systems February 2012 - August 2012
Education
Iowa State University 2010 — 2013
Bachelor of Science (BS), Statistics
Fortress Wealth Management May 2013 - Present
Kingland Systems February 2012 - August 2012
Education
Iowa State University 2010 — 2013
Bachelor of Science (BS), Statistics
Stephanie McClain Stephanie McClain's Fortress Wealth Management Experience December 2013 - Present
Job Life & Health Insurance at Fortress Insurance
Industry Financial Services
Experience
Fortress Wealth Management December 2013 - Present
Mills & Sons Insurance October 2006 - November 2013
Skills
Financial Modeling, Financial Reporting, Portfolio Management, Strategic Financial..., Investment Banking, Accounting, Private Equity, Banking, Capital Markets, Financial Analysis, Forecasting, Credit, Risk Management, Corporate Finance, Valuation, Investments, Fixed Income, Asset Management, Loans, Equities, Mergers & Acquisitions, Financial Risk, Finance, Derivatives, Bloomberg, Employee Benefits, Health Insurance, Customer Service, Insurance, Management, Leadership, Microsoft Excel, Marketing, Public Speaking, Sales
Education
State Fair Community College 1998 — 1999
Clinton High School 1994 — 1998
Fortress Wealth Management December 2013 - Present
Mills & Sons Insurance October 2006 - November 2013
Skills
Financial Modeling, Financial Reporting, Portfolio Management, Strategic Financial..., Investment Banking, Accounting, Private Equity, Banking, Capital Markets, Financial Analysis, Forecasting, Credit, Risk Management, Corporate Finance, Valuation, Investments, Fixed Income, Asset Management, Loans, Equities, Mergers & Acquisitions, Financial Risk, Finance, Derivatives, Bloomberg, Employee Benefits, Health Insurance, Customer Service, Insurance, Management, Leadership, Microsoft Excel, Marketing, Public Speaking, Sales
Education
State Fair Community College 1998 — 1999
Clinton High School 1994 — 1998
Megan Schwanke Megan Schwanke's Fortress Wealth Management Experience October 2010 - June 2011
Job Customer Engagement Specialist at Reinhart Foodservice
Industry Food & Beverages
Experience
Reinhart Foodservice November 2013 - Present
Performance Group January 2012 - November 2013
Prositions, Inc. June 2011 - December 2011
Fortress Wealth Management October 2010 - June 2011
Merrymakers January 2008 - December 2010
State Farm Insurance June 2010 - September 2010
Skills
Sales Recruitment, Robotics Automation..., Sales Engineering..., Social Media Marketing, Salesforce.com, Customer Relations, Resumate, Goldmine, LinkedIn, Microsoft Office, Jigsaw, Facebook, Cold Calling, Campaign Planning, Campaign Strategy, Campaign Execution, Strategic Sourcing, RFP preparation, Recruiting, Customer Service, Talent Acquisition, Leadership, Marketing, Management, Selling, Social Media, Temporary Placement, Strategy, Employee Benefits, Networking, Hiring, Customer Retention, Time Management, Account Management, Internet Recruiting, Applicant Tracking..., CRM, Career Development, College Recruiting, Campaigns, Campaign Plans, RFP, Staffing Services, Technical Recruiting, Sales Process, Political Campaigns, Benefits Negotiation, Contract Recruitment, Sales, Interviews
Education
Drake University 2006 — 2010
Business Administration, Finance & Marketing
Luther College 2005 — 2006
Lakeville North High School 2000 — 2005
High School
Reinhart Foodservice November 2013 - Present
Performance Group January 2012 - November 2013
Prositions, Inc. June 2011 - December 2011
Fortress Wealth Management October 2010 - June 2011
Merrymakers January 2008 - December 2010
State Farm Insurance June 2010 - September 2010
Skills
Sales Recruitment, Robotics Automation..., Sales Engineering..., Social Media Marketing, Salesforce.com, Customer Relations, Resumate, Goldmine, LinkedIn, Microsoft Office, Jigsaw, Facebook, Cold Calling, Campaign Planning, Campaign Strategy, Campaign Execution, Strategic Sourcing, RFP preparation, Recruiting, Customer Service, Talent Acquisition, Leadership, Marketing, Management, Selling, Social Media, Temporary Placement, Strategy, Employee Benefits, Networking, Hiring, Customer Retention, Time Management, Account Management, Internet Recruiting, Applicant Tracking..., CRM, Career Development, College Recruiting, Campaigns, Campaign Plans, RFP, Staffing Services, Technical Recruiting, Sales Process, Political Campaigns, Benefits Negotiation, Contract Recruitment, Sales, Interviews
Education
Drake University 2006 — 2010
Business Administration, Finance & Marketing
Luther College 2005 — 2006
Lakeville North High School 2000 — 2005
High School
Syd Arneson Syd Arneson's Fortress Wealth Management Experience October 2011 - Present
Job Account Executive at Fortress Wealth Management
Industry Insurance
Experience
Fortress Wealth Management October 2011 - Present
Professional Solutions August 2008 - February 2010
Skills
Property & Casualty..., Commercial Insurance, Life Insurance, Accident & Health..., Personal Insurance
Education
Roosevelt High School
University of Iowa
Fortress Wealth Management October 2011 - Present
Professional Solutions August 2008 - February 2010
Skills
Property & Casualty..., Commercial Insurance, Life Insurance, Accident & Health..., Personal Insurance
Education
Roosevelt High School
University of Iowa
Eric Biase Eric Biase's Fortress Wealth Management Experience July 2015 - Present
Job Licensed Insurance Agent at Eric Biase
Industry Insurance
Experience
Fortress Wealth Management July 2015 - Present
Eric Biase February 1997 - Present
Asset Protection Agency, Inc. October 2012 - July 2015
West Des Moines United Methodist Church August 2012 - August 2014
Motion Activated Music September 2009 - October 2012
Critchett Piano & Organ Co. December 2006 - May 2010
Rieman Music December 2004 - March 2006
Skills
Insurance, Property & Casualty..., Music, Drums, Music Production, Recording, Music Education, Songwriting, Composition, Music Industry, Singing, Entertainment, Piano, Music Theory, Band, Musical Theatre, Social Media Marketing, Problem Solving, Creativity, Sales, Sales Management, Event Producing, Talent Booking, Mediation, Commercial Insurance, Marketing, Leadership, Customer Service, Public Speaking, Budgets, Keyboards, Theatre, Performing Arts, Rock, Life Insurance, Term Life Insurance, Film, Studio Recording, Blues, Guitar, Music Publishing, Bands, Management
Education
Drake University 1999 — 2003
Music Performance & Business, General Business; Percussion Instruments; Jazz Studies
Fortress Wealth Management July 2015 - Present
Eric Biase February 1997 - Present
Asset Protection Agency, Inc. October 2012 - July 2015
West Des Moines United Methodist Church August 2012 - August 2014
Motion Activated Music September 2009 - October 2012
Critchett Piano & Organ Co. December 2006 - May 2010
Rieman Music December 2004 - March 2006
Skills
Insurance, Property & Casualty..., Music, Drums, Music Production, Recording, Music Education, Songwriting, Composition, Music Industry, Singing, Entertainment, Piano, Music Theory, Band, Musical Theatre, Social Media Marketing, Problem Solving, Creativity, Sales, Sales Management, Event Producing, Talent Booking, Mediation, Commercial Insurance, Marketing, Leadership, Customer Service, Public Speaking, Budgets, Keyboards, Theatre, Performing Arts, Rock, Life Insurance, Term Life Insurance, Film, Studio Recording, Blues, Guitar, Music Publishing, Bands, Management
Education
Drake University 1999 — 2003
Music Performance & Business, General Business; Percussion Instruments; Jazz Studies
Ron Rosenblatt's Fortress Wealth Management Experience 2009 - Present
Job Managing Director at Fortress Wealth Management
Industry Financial Services
Experience
Fortress Wealth Management 2009 - Present
Americn Home Mortgage 2003 - 2007
Principal Residential Mortgage, Inc. 2000 - 2003
Wells Fargo Home Mortgage 1999 - 2000
Wells Fargo Home Mortgage 1995 - 1999
Kansas State University July 1977 - July 1984
Education
University of Idaho 1974 — 1977
Ph.D.
Teachers College of Columbia University 1971 — 1974
MA
Columbia University in the City of New York 1965 — 1969
BA
Fortress Wealth Management 2009 - Present
Americn Home Mortgage 2003 - 2007
Principal Residential Mortgage, Inc. 2000 - 2003
Wells Fargo Home Mortgage 1999 - 2000
Wells Fargo Home Mortgage 1995 - 1999
Kansas State University July 1977 - July 1984
Education
University of Idaho 1974 — 1977
Ph.D.
Teachers College of Columbia University 1971 — 1974
MA
Columbia University in the City of New York 1965 — 1969
BA
Bill Moffitt's Fortress Wealth Management Experience September 2010 - Present
Job Group and Life Insurance Account Executive
Industry Insurance
Experience
Fortress Wealth Management September 2010 - Present
Insurance & Investment Management 2008 - September 2010
Skills
Term Life Insurance, Disability Insurance, Commercial Insurance, Property & Casualty..., Employee Benefits, Mortgage Lending, Insurance Brokerage, Life Insurance, Health Insurance, Insurance, Fixed Annuities, Brokers, Long-term Care, Retirement, General Insurance, Health Savings Accounts, 401k, Universal Life, Long Term Care Insurance, Retirement Planning, Workers Compensation
Education
The University of Kansas 1989 — 1992
Business Administration, Business and Economics
Fortress Wealth Management September 2010 - Present
Insurance & Investment Management 2008 - September 2010
Skills
Term Life Insurance, Disability Insurance, Commercial Insurance, Property & Casualty..., Employee Benefits, Mortgage Lending, Insurance Brokerage, Life Insurance, Health Insurance, Insurance, Fixed Annuities, Brokers, Long-term Care, Retirement, General Insurance, Health Savings Accounts, 401k, Universal Life, Long Term Care Insurance, Retirement Planning, Workers Compensation
Education
The University of Kansas 1989 — 1992
Business Administration, Business and Economics
Jennifer Woodson's Fortress Wealth Management Experience 2009 - 2010
Job Assistant Business Manager
Industry Primary/Secondary Education
Experience
West Valley Central School Dst September 2015 - Present
Adecco Staffing, USA April 2015 - Present
Environmental Services of Iowa July 2013 - June 2014
Lifespace Communities, Inc. March 2011 - July 2013
Fortress Wealth Management 2009 - 2010
Iowa Health Home Care 2006 - 2009
HealthSouth 2002 - 2006
Skills
Customer Service, Team Building, Budgets, Nonprofits, Strategic Planning, PowerPoint, Public Speaking, Outlook, Employee Relations, Microsoft Excel, Leadership, Healthcare, Recruiting, Event Planning, Hospitals, Fundraising, Microsoft Office, Non-profits, Training, Social Media, Marketing Strategy, Human Resources, Leadership Development, Event Management, Marketing, Microsoft Word, Management
Education
Iowa State University - College of Business 1989 — 1993
BBA, Marketing
Des Moines Area Community College 1989 — 1990
A.S., Liberal Arts
Southern Methodist University 1988 — 1989
Vocal Performance
West Valley Central School Dst September 2015 - Present
Adecco Staffing, USA April 2015 - Present
Environmental Services of Iowa July 2013 - June 2014
Lifespace Communities, Inc. March 2011 - July 2013
Fortress Wealth Management 2009 - 2010
Iowa Health Home Care 2006 - 2009
HealthSouth 2002 - 2006
Skills
Customer Service, Team Building, Budgets, Nonprofits, Strategic Planning, PowerPoint, Public Speaking, Outlook, Employee Relations, Microsoft Excel, Leadership, Healthcare, Recruiting, Event Planning, Hospitals, Fundraising, Microsoft Office, Non-profits, Training, Social Media, Marketing Strategy, Human Resources, Leadership Development, Event Management, Marketing, Microsoft Word, Management
Education
Iowa State University - College of Business 1989 — 1993
BBA, Marketing
Des Moines Area Community College 1989 — 1990
A.S., Liberal Arts
Southern Methodist University 1988 — 1989
Vocal Performance
Sherry Godfrey's Fortress Wealth Management Experience February 2013 - Present
Job Investment Compliance and Operations Manager
Industry Financial Services
Experience
Fortress Wealth Management February 2013 - Present
First Western Financial September 2010 - February 2013
Engle Enterprises January 2009 - September 2010
Skills
Mortgage Lending, Insurance, Securities, Mutual Funds, Middle Office, Customer Service, Fixed Income, Equities, Financial Services, Back Office, Series 7, Asset Management
Education
University of California, Los Angeles
Bachelor's degree
Fortress Wealth Management February 2013 - Present
First Western Financial September 2010 - February 2013
Engle Enterprises January 2009 - September 2010
Skills
Mortgage Lending, Insurance, Securities, Mutual Funds, Middle Office, Customer Service, Fixed Income, Equities, Financial Services, Back Office, Series 7, Asset Management
Education
University of California, Los Angeles
Bachelor's degree
Ron Langel's Fortress Wealth Management Experience June 2012 - Present
Job Medicare Plans Specialist
Industry Insurance
Experience
Ron Langel Insurance June 2015 - Present
Fortress Wealth Management June 2012 - Present
Fortress Wealth Management June 2012 - June 2015
Coon Rapids Iowa July 2008 - June 2011
American National Insurance April 2005 - July 2008
Skills
Retirement Planning, Insurance, Life Insurance, Customer Service, Health Insurance, Property & Casualty..., Employee Benefits
Education
Briar Cliff University
Liberal Arts
Iowa State University
Ron Langel Insurance June 2015 - Present
Fortress Wealth Management June 2012 - Present
Fortress Wealth Management June 2012 - June 2015
Coon Rapids Iowa July 2008 - June 2011
American National Insurance April 2005 - July 2008
Skills
Retirement Planning, Insurance, Life Insurance, Customer Service, Health Insurance, Property & Casualty..., Employee Benefits
Education
Briar Cliff University
Liberal Arts
Iowa State University