Experience
Vintage Nutrition   June 2014 - Present
Advisors Resource LLC  2011 - June 2014
Askar Corp.   2010 - 2011
Fortune Financial   2003 - 2008

Education
Bethel University   1994 — 1998
BA, Social Work

Experience
Family Services Solution LLC   2013 - Present
Fortune Financial   January 2009 - March 2014

Skills
Florida Notary, Tax Preparation, Financial Risk, Immigration Issues, Investments, Estate Planning, Financial Advisory, Asset Allocation, Tax, Financial Goals, Personal Tax Planning, Estate Tax Planning, Inheritance Tax Planning, Personal Financial..., Customer Service, Management, Sales

Education
University of Puerto Rico-Rio Piedras   1975 — 1980

Experience
Fortune Financial   July 2015 - Present
North Star Resource Group  June 2014 - August 2014
Macalester College  June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Teaching, Teamwork, Social Media, Communication, Time Management

Education
Macalester College   2011 — 2015
Bachelor's Degree, English and Educational Studies

Arapahoe High School   2007 — 2011

Experience
Stiles Financial Services, Inc.   April 2014 - Present
Fortune Financial   July 2013 - April 2014
BMO Harris Financial Advisors  October 1999 - July 2013
Fidelity Investments  April 2010 - October 2010

Skills
Investments, Wealth Management, Finance, Insurance, Loans, Series 7, Credit Analysis, Banking, Financial Analysis, Asset Managment, Asset Allocation, Fixed Income, Investment Banking, Investment Strategies, Credit, Asset Management, Management

Education
South Dakota State University   1995 — 1998
Bachelor of Science (BS), Animal Sciences

Experience
Canadian MedicAlert Foundation  June 2004 - Present
Canadian MedicAlert Foundation  June 2004 - Present
Assante   1999 - 2004
Fortune Financial   1994 - 1999
Bolton Camp   June 1989 - August 1991

Skills
Call Centers, Performance Management, Call Center, Team Building, Customer Service, Strategic Planning, Leadership, Change Management, Process Improvement

Education
Centennial College

Experience
BMO Financial Group  December 2012 - Present
BMO InvestorLine  December 2010 - December 2012
BMO InvestorLine  2007 - 2010
AKDN   2009 - 2009
BMO InvestorLine  2005 - 2007
Royal Bank  February 2005 - September 2005
RBC Financial, Action Direct   1998 - 2001
Fortune Financial   1998 - 1998

Skills
Investments, Securities, Derivatives, Business Development, Relationship Management, Portfolio Management, Territory Management, Public Speaking, Event Management, Wealth Management, Business Planning, Sales Force Development, Banking, Competitive Analysis, Equities, Finance, Financial Services, Management, Leadership, Mutual Funds, Risk Management

Education
York University
BA, Psychology/Economics

University of Phoenix   2003 — 2005
MBA

Experience
Lights and Beyond   March 2009 - May 2011
Fortune Financial   February 2001 - March 2007
Management Graphics Inc  1996 - 1999

Education
Bethel University   1991 — 1993
BA, Business

Experience
AP Capital Management   May 2015 - Present
Cove Mortgage Ltd.   November 2005 - May 2015
Spectrum-Canada Mortgage Services   April 2004 - September 2005
Evolution Consulting  June 2002 - March 2004
University of Phoenix  April 2000 - May 2002
Kaizen Consulting   1998 - 2000
Fortune Financial   1994 - 1998

Skills
Mortgage Lending, Debt Consolidation, Loans, Refinance, Commercial Mortgages, Second Mortgages, Marketing Communications, Sales, Sales&Marketing, Sales Growth, Business Development, New Business Development, Reverse Mortgages, Mortgage Underwriting, Certified Mortgage..., Construction Loans, Credit, Investors, First Time Home Buyers, Real Estate Financing, Rates, Mortgage Marketing, Mortgage Banking, Credit Analysis, Residential Mortgages, Finance, Commercial Real Estate, Commercial Lending, Investments, Loan Origination, Lines Of Credit, Investment Properties, Underwriting, Funding, Referrals, Banking, Brokerage, Consumer Lending, Debt Management, Financial Structuring

Education
The University of British Columbia   2004 — 2004
Sub-Mortgage Designation, Saunders School of Business - Mortgage Broker

Simon Fraser University   1993 — 1997
BA, Communications

Experience
Cypress Property & Casualty Insurance Company  April 2014 - Present
FixSoft LLC   August 2009 - April 2014
Mendota Insurance Company  June 2004 - June 2010
Temp Execs Corp   June 2002 - June 2004
Shepherd Systems  September 2001 - May 2002
Fortune Financial   August 1999 - August 2001
Travelers  March 1998 - August 1999
RISCorp  April 1996 - March 1998
Progressive Insurance  February 1990 - April 1996
The McGraw Hill Companies  May 1985 - February 1990

Skills
Business Analysis, Budgets, Consulting, Software Development, Project Management, Integration, Management, Requirements Gathering, SQL, IT Strategy, SDLC, SharePoint, Program Management, Process Improvement, Vendor Management, Business Intelligence, Insurance, Strategic Planning, Information Technology, Data Warehousing, IT Management, Visio, Microsoft SQL Server, Change Management, Analysis, Business Process..., Requirements Analysis, Risk Management

Education
The University of Akron   1981 — 1985
Bachelor of Science (B.S.), Computer Science

Experience
Wausau Community Development Authority   November 2007 - Present
Fortune Financial   September 2005 - October 2006

Skills
Affordable Housing, Nonprofits, Public Speaking, Social Housing, Finance, Investments

Education
Loyola Marymount University   2003 — 2005
BA, Political Science

Apple Valley High School
High school

Experience
Fortune Financial   February 2014 - December 2014
One Life Financial Group Inc.   November 2011 - September 2012
Oppenheimer & Co.   July 2009 - December 2010
Wealth Enhancement Group  April 2007 - January 2009
Equity Bank  March 2006 - January 2007
Excel Bank MN   October 2004 - March 2006
U.S. Bank   June 2003 - October 2004

Education
University of St. Thomas   1999 — 2003
Bachelor of Arts (BA), Psychology, 3.63

Minnesota State University, Mankato   2008 — 2009
Financial Planning Certificate Program, Other

Minnetonka High School

Experience
Florida Cancer Specialists & Research Institute  June 2015 - Present
Fortune Financial   November 2012 - June 2015
Accretive Health  August 2007 - November 2012
Accretive Health  March 2009 - May 2010
Accretive Health  August 2007 - March 2009
St. Mary's of Michigan   March 2006 - August 2007
McLaren Regional Medical Center  July 2003 - June 2004

Skills
Revenue Cycle Management, Hospitals, Healthcare, Process Improvement, Medicare, Revenue Cycle, Healthcare Management, EMR, Medicaid, HIPAA, Epic Systems, Healthcare Information..., Union, Healthcare Consulting, EHR, Performance Improvement, Leadership, Medical Billing, Health Information..., Training, CPT, Medical Terminology, HL7, Health Insurance, Inpatient, Utilization Management, Project Management, Patient Advocacy, Team Building, Strategic Planning, Insurance, Hospital Revenue Cycle, Accounts Receivable, Change Management, Medical Compliance, Healthcare Industry, Physicians, Microsoft CRM, MS Reporting Services, Business Process..., Cerner, Medical Records, Practice Management, Managed Care, Management, Consulting, Data Analysis, Strategy

Education
Mott Community College
Associates of Science

University of Michigan

Experience
Door 2 Door Nutrition   February 2015 - Present
Iowa State University  January 2014 - June 2014
Ramsey County WIC   June 2013 - December 2013
Running Room  July 2010 - September 2013
Fortune Financial   December 2008 - July 2010
Greater Twin Cities United Way  September 2008 - December 2008

Skills
Customer Service, Event Planning, Management, Social Media, PowerPoint, Microsoft Office, Social Networking, Leadership, Time Management, Community Outreach, Event Management, Food, Coaching, Blogging, Nonprofits, Teamwork, Teaching, Nutrition, Nutrition Education

Education
University of Minnesota-Twin Cities   2011 — 2013
BS, Nutrition

Grinnell College   2004 — 2008
BA, Anthropology, Global Development Studies

Experience
Fortune financial   April 2015 - Present
Douglas County School District  August 2014 - Present
DHL Global Forwarding  2004 - 2013

Education
Ekonomická univerzita v Bratislave   1996 — 2001
Master's degree, Marketing and Management