Goldleaf Partners
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Goldleaf Partners Employees
Employee
Years
Job
Industry
Rachel Max Rachel Max's Goldleaf Partners Experience April 2014 - Present
Job Sales Assistant at Goldleaf Partners
Industry Consumer Services
Experience
Goldleaf Partners April 2014 - Present
DHI Mortgage January 2013 - April 2014
University of Minnesota April 2012 - December 2012
University of Minnesota September 2010 - April 2012
The TJX Companies, Inc. November 2008 - August 2009
The TJX Companies, Inc. November 2006 - November 2008
Skills
Customer Service, Leadership, Microsoft Office, Event Planning, Data Entry, PowerPoint, Microsoft Excel, Social Media, Time Management, Management, Microsoft Word, Facebook, Public Speaking, Social Networking, Teamwork, Research, Outlook, Salesforce.com
Education
University of Minnesota-Twin Cities 2009 — 2012
BA, Sociology
Goldleaf Partners April 2014 - Present
DHI Mortgage January 2013 - April 2014
University of Minnesota April 2012 - December 2012
University of Minnesota September 2010 - April 2012
The TJX Companies, Inc. November 2008 - August 2009
The TJX Companies, Inc. November 2006 - November 2008
Skills
Customer Service, Leadership, Microsoft Office, Event Planning, Data Entry, PowerPoint, Microsoft Excel, Social Media, Time Management, Management, Microsoft Word, Facebook, Public Speaking, Social Networking, Teamwork, Research, Outlook, Salesforce.com
Education
University of Minnesota-Twin Cities 2009 — 2012
BA, Sociology
Abbey Neptune's Goldleaf Partners Experience February 2010 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners February 2010 - Present
Ascensus June 2002 - January 2010
Skills
Mutual Funds, Customer Service, Retirement, Retirement Planning, Financial Services, 401k
Education
Minnesota State University, Moorhead 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Central Lakes College-Brainerd 1997 — 1999
Associate of Arts (A.A.)
Goldleaf Partners February 2010 - Present
Ascensus June 2002 - January 2010
Skills
Mutual Funds, Customer Service, Retirement, Retirement Planning, Financial Services, 401k
Education
Minnesota State University, Moorhead 1999 — 2002
Bachelor of Business Administration (B.B.A.)
Central Lakes College-Brainerd 1997 — 1999
Associate of Arts (A.A.)
Ian Diffendaffer's Goldleaf Partners Experience January 2013 - August 2015
Job Regional Sales Director at Empower Retirement
Industry Financial Services
Experience
Empower Retirement August 2015 - Present
Goldleaf Partners January 2013 - August 2015
The Hartford January 2011 - January 2013
The Hartford July 2010 - December 2010
The Hartford April 2006 - July 2010
The Hartford May 2005 - May 2006
JPMorgan Chase January 2005 - May 2005
Education
Western International University 2007 — 2010
MBA
Arizona State University - W. P. Carey School of Business 2000 — 2004
BS
Empower Retirement August 2015 - Present
Goldleaf Partners January 2013 - August 2015
The Hartford January 2011 - January 2013
The Hartford July 2010 - December 2010
The Hartford April 2006 - July 2010
The Hartford May 2005 - May 2006
JPMorgan Chase January 2005 - May 2005
Education
Western International University 2007 — 2010
MBA
Arizona State University - W. P. Carey School of Business 2000 — 2004
BS
Ryan Senser Ryan Senser's Goldleaf Partners Experience March 2015 - Present
Job Sales Account Executive
Industry Financial Services
Experience
Goldleaf Partners March 2015 - Present
Paychex December 2012 - March 2015
Batting Cages of Minnesota November 2011 - November 2012
Virginia Destroyers July 2009 - October 2011
United States Beef January 2010 - January 2011
UFL- United Football League January 2009 - January 2011
NFL- National Football League January 2008 - January 2009
Scioto Valve and Fitting Co January 2007 - January 2008
Skills
Direct Sales, Leadership Development, Team Leadership, Strategic Planning, Sales Process, Sales Management, Teamwork, Team Building, Excel, Word, PowerPoint, Microsoft Excel
Education
Ohio University 2005 — 2008
Bachelor of Business Administration, Management and Strategic Leadership
Ohio University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Francis DeSales High School
Goldleaf Partners March 2015 - Present
Paychex December 2012 - March 2015
Batting Cages of Minnesota November 2011 - November 2012
Virginia Destroyers July 2009 - October 2011
United States Beef January 2010 - January 2011
UFL- United Football League January 2009 - January 2011
NFL- National Football League January 2008 - January 2009
Scioto Valve and Fitting Co January 2007 - January 2008
Skills
Direct Sales, Leadership Development, Team Leadership, Strategic Planning, Sales Process, Sales Management, Teamwork, Team Building, Excel, Word, PowerPoint, Microsoft Excel
Education
Ohio University 2005 — 2008
Bachelor of Business Administration, Management and Strategic Leadership
Ohio University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Francis DeSales High School
Mandy Selisker Mandy Selisker's Goldleaf Partners Experience February 2015 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners February 2015 - Present
Ascensus November 2012 - February 2015
Apple American Group June 2004 - November 2012
Skills
Restaurants, Food, Food Service, Customer Service, Teamwork, Recruiting, Hiring, Training, Microsoft Office, Microsoft Word, Retirement Planning, Sales, Process Improvement, Financial Services, Leadership, Time Management, Investments, Employee Benefits, Strategic Planning, Relationship Management, 401k, Management
Education
Central Lakes College-Brainerd 2004 — 2006
Associate's Degree, Business Management
Minnesota State University, Moorhead 2003 — 2004
Business Administration and Management, General
Goldleaf Partners February 2015 - Present
Ascensus November 2012 - February 2015
Apple American Group June 2004 - November 2012
Skills
Restaurants, Food, Food Service, Customer Service, Teamwork, Recruiting, Hiring, Training, Microsoft Office, Microsoft Word, Retirement Planning, Sales, Process Improvement, Financial Services, Leadership, Time Management, Investments, Employee Benefits, Strategic Planning, Relationship Management, 401k, Management
Education
Central Lakes College-Brainerd 2004 — 2006
Associate's Degree, Business Management
Minnesota State University, Moorhead 2003 — 2004
Business Administration and Management, General
Erika Misenko, QKA Erika Misenko, QKA's Goldleaf Partners Experience November 2008 - May 2011
Job Ascensus
Industry Financial Services
Experience
Ascensus November 2011 - Present
Goldleaf Partners November 2008 - May 2011
Ascensus January 2006 - November 2008
Skills
401k, Retirement, ERISA, Pensions, Retirement Plan..., Retirement Planning, New Business Development, Sales Management, Building Relationships, Account Management, Strategic Planning, Process Improvement, Profit Sharing, Project Management, Microsoft Office, Defined Contribution, Employee Benefits
Education
University of Minnesota Duluth 2000 — 2003
BS, Organizational Management, Business
Ascensus November 2011 - Present
Goldleaf Partners November 2008 - May 2011
Ascensus January 2006 - November 2008
Skills
401k, Retirement, ERISA, Pensions, Retirement Plan..., Retirement Planning, New Business Development, Sales Management, Building Relationships, Account Management, Strategic Planning, Process Improvement, Profit Sharing, Project Management, Microsoft Office, Defined Contribution, Employee Benefits
Education
University of Minnesota Duluth 2000 — 2003
BS, Organizational Management, Business
Aimee Pietila's Goldleaf Partners Experience October 2012 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners October 2012 - Present
Ascensus October 2009 - October 2012
Ascensus May 2005 - October 2009
Skills
401k, Retirement, Mutual Funds, Financial Services, Retirement Planning, Pensions, Investments, Relationship Management
Education
The College of St. Scholastica 1994 — 1997
BA Business Management, Management
Goldleaf Partners October 2012 - Present
Ascensus October 2009 - October 2012
Ascensus May 2005 - October 2009
Skills
401k, Retirement, Mutual Funds, Financial Services, Retirement Planning, Pensions, Investments, Relationship Management
Education
The College of St. Scholastica 1994 — 1997
BA Business Management, Management
Ashley Seitzer's Goldleaf Partners Experience July 2015 - Present
Job Project Coordinator at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners July 2015 - Present
Range Inc. February 2014 - Present
Cuyuna Regional Medical Center September 2011 - February 2014
Mankato Clinic, Ltd May 2010 - September 2011
Skills
Recruiting, Employee Engagement, Interviews, Employee Relations, Customer Service, Microsoft Office, Benefits Administration, New Hire Orientations, Human Resources, Onboarding, Payroll, Strategic Planning, Microsoft Excel, Time Management, Team Building, Talent Acquisition, HRIS, Employee Benefits, College Recruiting, Job Fairs, FMLA, Applicant Tracking..., Performance Management, Employee Turnover, Management, Cold Calling, Deferred Compensation, Data Entry
Education
Minnesota State University, Mankato 2004 — 2008
Bachelors of Science, Business Administration Emphasis in Human Resources
Goldleaf Partners July 2015 - Present
Range Inc. February 2014 - Present
Cuyuna Regional Medical Center September 2011 - February 2014
Mankato Clinic, Ltd May 2010 - September 2011
Skills
Recruiting, Employee Engagement, Interviews, Employee Relations, Customer Service, Microsoft Office, Benefits Administration, New Hire Orientations, Human Resources, Onboarding, Payroll, Strategic Planning, Microsoft Excel, Time Management, Team Building, Talent Acquisition, HRIS, Employee Benefits, College Recruiting, Job Fairs, FMLA, Applicant Tracking..., Performance Management, Employee Turnover, Management, Cold Calling, Deferred Compensation, Data Entry
Education
Minnesota State University, Mankato 2004 — 2008
Bachelors of Science, Business Administration Emphasis in Human Resources
Michael E King, CPA's Goldleaf Partners Experience January 2006 - Present
Job CEO at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners January 2006 - Present
Deloitte & Touche June 2001 - January 2006
Education
University of Minnesota - Carlson School of Management 1986 — 1989
MBT, Taxation
University of Wisconsin-Stevens Point 1979 — 1983
BS (2), Managerial Acctg; Management Information Systems
Green Bay West High School 1974 — 1977
Barely
Goldleaf Partners January 2006 - Present
Deloitte & Touche June 2001 - January 2006
Education
University of Minnesota - Carlson School of Management 1986 — 1989
MBT, Taxation
University of Wisconsin-Stevens Point 1979 — 1983
BS (2), Managerial Acctg; Management Information Systems
Green Bay West High School 1974 — 1977
Barely
Karen Meixner's Goldleaf Partners Experience August 2014 - Present
Job Defined Benefit Operations Specialist at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners August 2014 - Present
Ascensus June 2008 - August 2014
Ascensus March 2006 - June 2008
Allianz Life 1999 - February 2003
Skills
Highly Detailed, ERISA, Retirement Plan..., 401k, 403 b, Document Review, Document Drafting, Account Reconciliation, Customer Service
Education
Minnesota State University, Mankato 1990 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southwest Minnesota State University 1988 — 1990
Business Administration and Management, General
Goldleaf Partners August 2014 - Present
Ascensus June 2008 - August 2014
Ascensus March 2006 - June 2008
Allianz Life 1999 - February 2003
Skills
Highly Detailed, ERISA, Retirement Plan..., 401k, 403 b, Document Review, Document Drafting, Account Reconciliation, Customer Service
Education
Minnesota State University, Mankato 1990 — 1992
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Southwest Minnesota State University 1988 — 1990
Business Administration and Management, General
Rocky Jantzen's Goldleaf Partners Experience July 2008 - November 2008
Job Senior Sales Support
Industry Textiles
Experience
Designtex May 2013 - Present
United States Air Force 2008 - 2012
Goldleaf Partners July 2008 - November 2008
Skills
Analysis, Leadership, Process Improvement, Microsoft Excel, Microsoft Office, Sales, Customer Service, DoD, Training, Accounts Receivable, Accounting, Security Clearance, Military, Invoicing, Sales Operations, Management, Strategic Planning, Leadership Development, Public Speaking, Team Building, Event Planning, Marketing, Market Research
Education
Defense Language Institute 2009 — 2011
Associate's degree, Foreign Languages and Literatures, General
Concordia College 2004 — 2008
Bachelor of Arts (BA), Marketing
Designtex May 2013 - Present
United States Air Force 2008 - 2012
Goldleaf Partners July 2008 - November 2008
Skills
Analysis, Leadership, Process Improvement, Microsoft Excel, Microsoft Office, Sales, Customer Service, DoD, Training, Accounts Receivable, Accounting, Security Clearance, Military, Invoicing, Sales Operations, Management, Strategic Planning, Leadership Development, Public Speaking, Team Building, Event Planning, Marketing, Market Research
Education
Defense Language Institute 2009 — 2011
Associate's degree, Foreign Languages and Literatures, General
Concordia College 2004 — 2008
Bachelor of Arts (BA), Marketing
Paul Kociuruba's Goldleaf Partners Experience 2013 - Present
Job Regional Sales Director at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners 2013 - Present
Ohio National Financial Services 2006 - 2012
Mutual of America 1994 - 2006
Skills
401k, Retirement, Defined Benefit, Qualified Retirement..., Retirement Plan..., Plan Compliance, Defined Contribution, Mutual Funds, Retirement Planning, Variable Annuities, IRAs, Wealth Management, Money Purchase, Profit Sharing, 5500s, Government Filings, Life Insurance, Fixed Annuities, Insurance
Education
Baldwin-Wallace College
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Kent State University
(Courses toward) MBA
Goldleaf Partners 2013 - Present
Ohio National Financial Services 2006 - 2012
Mutual of America 1994 - 2006
Skills
401k, Retirement, Defined Benefit, Qualified Retirement..., Retirement Plan..., Plan Compliance, Defined Contribution, Mutual Funds, Retirement Planning, Variable Annuities, IRAs, Wealth Management, Money Purchase, Profit Sharing, 5500s, Government Filings, Life Insurance, Fixed Annuities, Insurance
Education
Baldwin-Wallace College
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Kent State University
(Courses toward) MBA
Amity Dimock, EA, ABA's Goldleaf Partners Experience November 2014 - Present
Job Installation Specialist at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners November 2014 - Present
CPA Firm January 2013 - May 2014
Intuit December 2011 - January 2013
Jackson Hewitt December 2008 - April 2011
Tax City January 2009 - April 2009
Wedge Community Co-op 1998 - 2001
Hard Times Cafe 1992 - 1997
Skills
Payroll, Income Tax, Tax Preparation, Sales Tax, Accounting, Tax, Peachtree, Payroll Taxes, IRS, QuickBooks, Tax Research, Baking, Filing, Small Business Tax, Accounting for Small..., Drake Tax Software, Tax Returns, Tax Accounting, Corporate Tax, Financial Reporting, Bank Reconciliation, GAAP, Payroll Services, CPA, Financial Statements, Invoicing, Accounts Payable, Bookkeeping, Account Reconciliation, Quicken, Spreadsheets, Turbo Tax, Accounts Receivable, Tax Law, Tax Advisory, Auditing, General Ledger, Accountants, Journal Entries, Fixed Assets, Strategic Financial..., Small Business, Expenses, Preparation, Finance, Accruals, Financial Analysis, Balance
Education
The College of St. Scholastica 2011 — 2012
Bachelor of Arts (BA), Accounting
Central Lakes College 2006 — 2008
AAS, Accounting
Minneapolis Community and Technical College 1995 — 2008
Goldleaf Partners November 2014 - Present
CPA Firm January 2013 - May 2014
Intuit December 2011 - January 2013
Jackson Hewitt December 2008 - April 2011
Tax City January 2009 - April 2009
Wedge Community Co-op 1998 - 2001
Hard Times Cafe 1992 - 1997
Skills
Payroll, Income Tax, Tax Preparation, Sales Tax, Accounting, Tax, Peachtree, Payroll Taxes, IRS, QuickBooks, Tax Research, Baking, Filing, Small Business Tax, Accounting for Small..., Drake Tax Software, Tax Returns, Tax Accounting, Corporate Tax, Financial Reporting, Bank Reconciliation, GAAP, Payroll Services, CPA, Financial Statements, Invoicing, Accounts Payable, Bookkeeping, Account Reconciliation, Quicken, Spreadsheets, Turbo Tax, Accounts Receivable, Tax Law, Tax Advisory, Auditing, General Ledger, Accountants, Journal Entries, Fixed Assets, Strategic Financial..., Small Business, Expenses, Preparation, Finance, Accruals, Financial Analysis, Balance
Education
The College of St. Scholastica 2011 — 2012
Bachelor of Arts (BA), Accounting
Central Lakes College 2006 — 2008
AAS, Accounting
Minneapolis Community and Technical College 1995 — 2008
Robert G. Miller, QPFC, AIF's Goldleaf Partners Experience September 2012 - Present
Job Creating positive outcomes by helping retirement plan advisors grow their retirement plan business and bottom line!
Industry Financial Services
Experience
Goldleaf Partners September 2012 - Present
Kidder Benefits Consultants, Inc. January 2005 - August 2012
McDermott & Miller, P.C. December 1999 - December 2004
Principal Financial Group October 1997 - December 1999
Skills
ERISA, Retirement Plan..., Plan Design, Business, Marketing, Public Speaking, Relationship Marketing, Vendor Management, Sales Management, 401k, Defined Benefit, Cash Balance Plans, Qualified Retirement..., Technical Seminars, 403 b, 457 Plans, Retirement Plan..., Critical Thinking, Creative Solutions, Increased Profitability, Value Selling, Administration..., Advanced Business..., Team-oriented, Professional, Sales Presentations, Computer Proficiency, Reetirement Plan..., Broker seminars, Client Development, Client focused, Highly self-motivated, Highly resourceful, Extroverted, Possess an innate..., Highly articulate, Can cultivate long-term..., New..., Safe Harbor Retirement..., Defined Cortribution, Persistant, self..., Empathetic attitude, Ability to persuade and..., People oriented, Pensions, CRM, Employee Benefits, Retirement, Financial Advisory, Business Planning
Education
University of Northern Iowa
Bachelor of Arts (B.A.), History/Education
University of Northern Iowa
Bachelor of Arts: History/Education
Goldleaf Partners September 2012 - Present
Kidder Benefits Consultants, Inc. January 2005 - August 2012
McDermott & Miller, P.C. December 1999 - December 2004
Principal Financial Group October 1997 - December 1999
Skills
ERISA, Retirement Plan..., Plan Design, Business, Marketing, Public Speaking, Relationship Marketing, Vendor Management, Sales Management, 401k, Defined Benefit, Cash Balance Plans, Qualified Retirement..., Technical Seminars, 403 b, 457 Plans, Retirement Plan..., Critical Thinking, Creative Solutions, Increased Profitability, Value Selling, Administration..., Advanced Business..., Team-oriented, Professional, Sales Presentations, Computer Proficiency, Reetirement Plan..., Broker seminars, Client Development, Client focused, Highly self-motivated, Highly resourceful, Extroverted, Possess an innate..., Highly articulate, Can cultivate long-term..., New..., Safe Harbor Retirement..., Defined Cortribution, Persistant, self..., Empathetic attitude, Ability to persuade and..., People oriented, Pensions, CRM, Employee Benefits, Retirement, Financial Advisory, Business Planning
Education
University of Northern Iowa
Bachelor of Arts (B.A.), History/Education
University of Northern Iowa
Bachelor of Arts: History/Education
John Ashford, AIF's Goldleaf Partners Experience March 2013 - Present
Job Southeast Regional Sales Director at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners March 2013 - Present
Ashford Financial Group January 1988 - March 2013
Skills
Strategic Financial..., Strategic Planning, Business, Business Planning, Sales Management, Process Improvement, Account Management, Risk Management, Negotiation, Business Strategy, Due Diligence, Mergers, Financial Analysis, 401k, Management, Leadership, Business Development, Sales, Finance, Financial Services, Asset Managment, Marketing, Operations Management, Budgets, Microsoft Excel, Accounting, Strategy, Asset Management, Team Leadership, Business Analysis, Investments, Training, Retirement Planning, Small Business, Financial Reporting, Team Building, Management Consulting, Retirement, IRAs, Change Management, Customer Service, Recruiting, Financial Advisory, Retirement Plan..., Contract Negotiation, Mutual Funds, Defined Contribution, Profit Sharing, Qualified Retirement..., Wealth Management
Education
University of North Carolina at Pembroke 1982 — 1986
B.S., Business (Finance)
UNC Chapel Hill
Goldleaf Partners March 2013 - Present
Ashford Financial Group January 1988 - March 2013
Skills
Strategic Financial..., Strategic Planning, Business, Business Planning, Sales Management, Process Improvement, Account Management, Risk Management, Negotiation, Business Strategy, Due Diligence, Mergers, Financial Analysis, 401k, Management, Leadership, Business Development, Sales, Finance, Financial Services, Asset Managment, Marketing, Operations Management, Budgets, Microsoft Excel, Accounting, Strategy, Asset Management, Team Leadership, Business Analysis, Investments, Training, Retirement Planning, Small Business, Financial Reporting, Team Building, Management Consulting, Retirement, IRAs, Change Management, Customer Service, Recruiting, Financial Advisory, Retirement Plan..., Contract Negotiation, Mutual Funds, Defined Contribution, Profit Sharing, Qualified Retirement..., Wealth Management
Education
University of North Carolina at Pembroke 1982 — 1986
B.S., Business (Finance)
UNC Chapel Hill
Chris Neider's Goldleaf Partners Experience June 2010 - December 2013
Job Founder & CEO at menuMe, Inc.
Industry Internet
Experience
menuMe, Inc. January 2014 - Present
Founders Network January 2014 - Present
The LEMO Foundation 2008 - Present
Goldleaf Partners June 2010 - December 2013
Employment & Community Options July 2008 - December 2009
CCCreations, Inc. 2004 - 2007
Skills
Social Media, Social Media Marketing, Start-ups, Entrepreneurship, Online Advertising, Digital Marketing, Analytics, SEM, E-commerce, Online Marketing, SEO, Strategic Partnerships, Lead Generation, Web Analytics, Management, Leadership
Education
Occidental College
B.A., Economics
Junipero Serra
High School
menuMe, Inc. January 2014 - Present
Founders Network January 2014 - Present
The LEMO Foundation 2008 - Present
Goldleaf Partners June 2010 - December 2013
Employment & Community Options July 2008 - December 2009
CCCreations, Inc. 2004 - 2007
Skills
Social Media, Social Media Marketing, Start-ups, Entrepreneurship, Online Advertising, Digital Marketing, Analytics, SEM, E-commerce, Online Marketing, SEO, Strategic Partnerships, Lead Generation, Web Analytics, Management, Leadership
Education
Occidental College
B.A., Economics
Junipero Serra
High School
Michelle Kopp, CPA's Goldleaf Partners Experience May 2014 - Present
Job Senior Staff Accountant at Goldleaf Partners
Industry Accounting
Experience
Goldleaf Partners May 2014 - Present
Goldleaf Partners May 2011 - May 2014
Lurie Besikof Lapidus & Company, LLP January 2011 - April 2011
Northwestern College October 2009 - December 2010
Texaco Representaciones June 2010 - August 2010
Golf Galaxy August 2008 - May 2009
Skills
QuickBooks, Accounting, Microsoft Excel, Tax, Microsoft Word, Financial Reporting, PowerPoint, Access, Outlook, Income Tax, Auditing, Microsoft Office, Budgets, Customer Service, Financial Analysis, Salesforce.com, Intacct, Accounts Receivable
Education
University of Northwestern - St. Paul 2007 — 2011
Accounting, B.S
Goldleaf Partners May 2014 - Present
Goldleaf Partners May 2011 - May 2014
Lurie Besikof Lapidus & Company, LLP January 2011 - April 2011
Northwestern College October 2009 - December 2010
Texaco Representaciones June 2010 - August 2010
Golf Galaxy August 2008 - May 2009
Skills
QuickBooks, Accounting, Microsoft Excel, Tax, Microsoft Word, Financial Reporting, PowerPoint, Access, Outlook, Income Tax, Auditing, Microsoft Office, Budgets, Customer Service, Financial Analysis, Salesforce.com, Intacct, Accounts Receivable
Education
University of Northwestern - St. Paul 2007 — 2011
Accounting, B.S
Amy Hansen PHR FPC SHRM-CP's Goldleaf Partners Experience December 2013 - Present
Job Experienced Leader in HR and Payroll, Small Business Human Capital Management Partner, Integrated Employer Services
Industry Information Technology and Services
Experience
Goldleaf Partners December 2013 - Present
Restaurant Technologies, Inc. November 2009 - December 2013
Eagle Creek Software Services November 2007 - November 2009
CommonBond Communities 2006 - 2007
ADP September 2001 - August 2006
Skills
Employer Branding, Human Resources, Onboarding, Employee Relations, HRIS, Applicant Tracking..., Recruiting, Talent Management, Performance Management, Talent Acquisition, Employee Benefits, College Recruiting, Interviews, Technical Recruiting, Organizational..., Employee Training, Leadership Development, Management, Personnel Management, Benefits Administration, Payroll, Employee Engagement, Hiring, HR Policies, Sourcing
Education
Metropolitan State University 2011 — 2014
Bachelor's Degree, Human Resource Management
Rasmussen College 2001 — 2005
Associates of Applied Science, Business Management, Sales & Marketing
Goldleaf Partners December 2013 - Present
Restaurant Technologies, Inc. November 2009 - December 2013
Eagle Creek Software Services November 2007 - November 2009
CommonBond Communities 2006 - 2007
ADP September 2001 - August 2006
Skills
Employer Branding, Human Resources, Onboarding, Employee Relations, HRIS, Applicant Tracking..., Recruiting, Talent Management, Performance Management, Talent Acquisition, Employee Benefits, College Recruiting, Interviews, Technical Recruiting, Organizational..., Employee Training, Leadership Development, Management, Personnel Management, Benefits Administration, Payroll, Employee Engagement, Hiring, HR Policies, Sourcing
Education
Metropolitan State University 2011 — 2014
Bachelor's Degree, Human Resource Management
Rasmussen College 2001 — 2005
Associates of Applied Science, Business Management, Sales & Marketing
Lynnette Provost Lynnette Provost's Goldleaf Partners Experience January 2013 - September 2014
Job MN Department of Human Services, Health Insurance Representative
Industry Insurance
Experience
Brainerd Lakes YMCA May 2015 - Present
Minnesota Department of Human Services September 2014 - Present
Goldleaf Partners January 2013 - September 2014
CORE Professional Services June 1995 - January 2013
J & J Holmes April 2008 - June 2009
Skills
Benefits Administration, Human Resources, Customer Service, Employee Benefits, Payroll, Training, Staff Development, Microsoft Office, Budget Monitoring, Department Budgeting, Payroll Taxes, W-2, Section 125 Plans, Provider Enrollment, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
The College of St. Scholastica
Bachelor of Arts (B.A.), Business Administration, Management
Brainerd Lakes YMCA May 2015 - Present
Minnesota Department of Human Services September 2014 - Present
Goldleaf Partners January 2013 - September 2014
CORE Professional Services June 1995 - January 2013
J & J Holmes April 2008 - June 2009
Skills
Benefits Administration, Human Resources, Customer Service, Employee Benefits, Payroll, Training, Staff Development, Microsoft Office, Budget Monitoring, Department Budgeting, Payroll Taxes, W-2, Section 125 Plans, Provider Enrollment, Accounts Receivable, Accounts Payable, Account Reconciliation
Education
The College of St. Scholastica
Bachelor of Arts (B.A.), Business Administration, Management
Kathryn Pardo Kathryn Pardo's Goldleaf Partners Experience March 2000 - September 2004
Job
Industry Security and Investigations
Experience
Kroll February 2013 - Present
Kroll May 2010 - February 2013
Goldleaf Partners March 2000 - September 2004
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Release Management, Client Relations Skills, Process Improvement, Team Building, Cross Functional Team..., Business Analysis, Management, Communication Skills, Close Attention to..., Customer Service..., Presentation Development
Education
Regis University 1997 — 1999
Computer Information Systems
Kroll February 2013 - Present
Kroll May 2010 - February 2013
Goldleaf Partners March 2000 - September 2004
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Release Management, Client Relations Skills, Process Improvement, Team Building, Cross Functional Team..., Business Analysis, Management, Communication Skills, Close Attention to..., Customer Service..., Presentation Development
Education
Regis University 1997 — 1999
Computer Information Systems
Angie Tizzano's Goldleaf Partners Experience October 2014 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Human Resources
Experience
Goldleaf Partners October 2014 - Present
Thunderbird School of Global Management October 2000 - December 2014
PetSmart February 1998 - August 2000
Champus BC/BS August 1996 - May 1997
Skills
Organizational..., Performance Management, Change Management, Talent Management, Recruiting, Employee Relations, Coaching, Benefits Design, Benefits Negotiation, Benefits Management, Workers Compensation, Compensation Structure..., COBRA, Cultural Diversity, Organizational Culture, Human Resources, Compensation & Benefits..., Personnel Management, Policy, Workforce Planning, HRIS, Compensation Structures, Employee Benefits, Leadership, Management, Strategic Planning, Strategy
Education
Western International University 2012 — 2015
Bachelor's Degree, BA Human Resources Management, Summa Cum Laude
Central Lakes College-Brainerd 1994 — 1996
Associate's Degree, Associates of Arts
Goldleaf Partners October 2014 - Present
Thunderbird School of Global Management October 2000 - December 2014
PetSmart February 1998 - August 2000
Champus BC/BS August 1996 - May 1997
Skills
Organizational..., Performance Management, Change Management, Talent Management, Recruiting, Employee Relations, Coaching, Benefits Design, Benefits Negotiation, Benefits Management, Workers Compensation, Compensation Structure..., COBRA, Cultural Diversity, Organizational Culture, Human Resources, Compensation & Benefits..., Personnel Management, Policy, Workforce Planning, HRIS, Compensation Structures, Employee Benefits, Leadership, Management, Strategic Planning, Strategy
Education
Western International University 2012 — 2015
Bachelor's Degree, BA Human Resources Management, Summa Cum Laude
Central Lakes College-Brainerd 1994 — 1996
Associate's Degree, Associates of Arts
Craig Franke, CPA, QPA's Goldleaf Partners Experience April 2010 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners April 2010 - Present
The College of St. Scholastica June 2008 - Present
Skills
Retirement, Employee Benefits, Accounting, CRM, Leadership, 401k, Strategic Planning, Management, Customer Service
Education
University of Minnesota-Duluth 2000 — 2004
Goldleaf Partners April 2010 - Present
The College of St. Scholastica June 2008 - Present
Skills
Retirement, Employee Benefits, Accounting, CRM, Leadership, 401k, Strategic Planning, Management, Customer Service
Education
University of Minnesota-Duluth 2000 — 2004
Sheryl Bettini Sheryl Bettini's Goldleaf Partners Experience April 2009 - Present
Job Relationship Manager at Goldleaf Partners
Industry Accounting
Experience
Goldleaf Partners April 2009 - Present
LarsonAllen November 2006 - April 2009
Lurie Besikof Lapidus & Company, LLP September 2004 - November 2006
Employee Benefits Group January 2001 - July 2004
Pella Windows and Doors September 1996 - January 2001
Skills
ERISA, Retirement, 401k, Pensions, Retirement Planning
Education
Metropolitan State University 1998 — 2001
Accounting
Anoka Ramsey Community College 1995 — 1997
Accounting
Forest Lake High School 1992 — 1994
Goldleaf Partners April 2009 - Present
LarsonAllen November 2006 - April 2009
Lurie Besikof Lapidus & Company, LLP September 2004 - November 2006
Employee Benefits Group January 2001 - July 2004
Pella Windows and Doors September 1996 - January 2001
Skills
ERISA, Retirement, 401k, Pensions, Retirement Planning
Education
Metropolitan State University 1998 — 2001
Accounting
Anoka Ramsey Community College 1995 — 1997
Accounting
Forest Lake High School 1992 — 1994
Liz Lund Liz Lund's Goldleaf Partners Experience May 2015 - Present
Job CRM for Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners May 2015 - Present
Ascensus August 2011 - May 2015
Grand View Lodge May 2010 - October 2010
Grand View Lodge February 2006 - October 2010
Grand View Lodge January 2008 - January 2010
Cragun's Conference and Golf Resort 1995 - 2005
Northern Lakes Landscape 1994 - 1996
Skills
Sales, 401k, Resorts, Event Management, Hospitality Management, Customer Service, Training, Hospitality, Event Planning, Hotels, Team Leadership, Qualified Retirement..., Retirement Plan..., Coaching & Mentoring, Management, Leadership
Education
St. Olaf College 1990 — 1994
BS, German and Biology
Brainerd High School 1988 — 1990
High School Diploma
Goldleaf Partners May 2015 - Present
Ascensus August 2011 - May 2015
Grand View Lodge May 2010 - October 2010
Grand View Lodge February 2006 - October 2010
Grand View Lodge January 2008 - January 2010
Cragun's Conference and Golf Resort 1995 - 2005
Northern Lakes Landscape 1994 - 1996
Skills
Sales, 401k, Resorts, Event Management, Hospitality Management, Customer Service, Training, Hospitality, Event Planning, Hotels, Team Leadership, Qualified Retirement..., Retirement Plan..., Coaching & Mentoring, Management, Leadership
Education
St. Olaf College 1990 — 1994
BS, German and Biology
Brainerd High School 1988 — 1990
High School Diploma
Debra Balzer-Plagemann Debra Balzer-Plagemann's Goldleaf Partners Experience May 2010 - December 2011
Job Assistant Director of Undergraduate Admissions at University of Mary Fargo
Industry Education Management
Experience
University of Mary January 2014 - Present
MState February 2013 - January 2014
Concordia College December 2011 - February 2013
Goldleaf Partners May 2010 - December 2011
Roanoke College March 2006 - August 2006
Brainerd High School 2001 - 2005
Universal Pensions, Inc. 1999 - 2001
Dana College 1997 - 1999
Augsburg College 1986 - 1997
Skills
Higher Education, Public Speaking, Resume Writing, Student Affairs, Event Planning, Educational Management, Admissions Counseling, Customer Service, Enrollment Management, Admissions, Leadership, Student Financial Aid, Student Counseling, Career Counseling, Academic Advising, Adult Education, Nonprofits, Staff Development
Education
Augsburg College 1982 — 1986
BA, Psychology
Staples High School 1976 — 1982
University of Mary January 2014 - Present
MState February 2013 - January 2014
Concordia College December 2011 - February 2013
Goldleaf Partners May 2010 - December 2011
Roanoke College March 2006 - August 2006
Brainerd High School 2001 - 2005
Universal Pensions, Inc. 1999 - 2001
Dana College 1997 - 1999
Augsburg College 1986 - 1997
Skills
Higher Education, Public Speaking, Resume Writing, Student Affairs, Event Planning, Educational Management, Admissions Counseling, Customer Service, Enrollment Management, Admissions, Leadership, Student Financial Aid, Student Counseling, Career Counseling, Academic Advising, Adult Education, Nonprofits, Staff Development
Education
Augsburg College 1982 — 1986
BA, Psychology
Staples High School 1976 — 1982
Erin Books's Goldleaf Partners Experience April 2014 - Present
Job Consultant at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners April 2014 - Present
Ascensus June 2003 - March 2014
Ascensus May 2001 - June 2003
Merrill Lynch January 2000 - May 2000
Skills
401k, ERISA, Retirement, Retirement Planning, Pensions, Defined Contribution, Defined Benefit, Mutual Funds
Education
University of Minnesota Duluth 1997 — 2001
Bachelor of Business Administration, Finance
Goldleaf Partners April 2014 - Present
Ascensus June 2003 - March 2014
Ascensus May 2001 - June 2003
Merrill Lynch January 2000 - May 2000
Skills
401k, ERISA, Retirement, Retirement Planning, Pensions, Defined Contribution, Defined Benefit, Mutual Funds
Education
University of Minnesota Duluth 1997 — 2001
Bachelor of Business Administration, Finance
John Selander's Goldleaf Partners Experience September 2010 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners September 2010 - Present
Education
University of Minnesota-Twin Cities 1995 — 1999
Goldleaf Partners September 2010 - Present
Education
University of Minnesota-Twin Cities 1995 — 1999
Angie Bennett, SPHR, SHRM-SCP's Goldleaf Partners Experience August 2011 - August 2012
Job HR Director at Lionsgate Academy
Industry Human Resources
Experience
Lionsgate Academy August 2013 - Present
Goldleaf Partners August 2011 - August 2012
Capernaum Pediatric Therapy, Inc. July 2009 - November 2011
Capernaum Pediatric Therapy, Inc. October 2003 - July 2009
WNC Group Home for Autistic Persons, Inc. November 1998 - September 2003
Skills
HRIS, Human Resources, Outlook, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Software Documentation, Benefits Administration, FMLA, Onboarding, New Hire Orientations, Employee Benefits, Employee Relations, Business Process..., HR Policies, EEO, Management, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities 1993 — 1997
Bachelor of Science (BS), Child Psychology
Lionsgate Academy August 2013 - Present
Goldleaf Partners August 2011 - August 2012
Capernaum Pediatric Therapy, Inc. July 2009 - November 2011
Capernaum Pediatric Therapy, Inc. October 2003 - July 2009
WNC Group Home for Autistic Persons, Inc. November 1998 - September 2003
Skills
HRIS, Human Resources, Outlook, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Software Documentation, Benefits Administration, FMLA, Onboarding, New Hire Orientations, Employee Benefits, Employee Relations, Business Process..., HR Policies, EEO, Management, Strategic Planning, Leadership
Education
University of Minnesota-Twin Cities 1993 — 1997
Bachelor of Science (BS), Child Psychology
Heather Windjue's Goldleaf Partners Experience November 2005 - September 2014
Job Principal at Windjue Consulting
Industry Financial Services
Experience
Windjue Consulting October 2014 - Present
Goldleaf Partners November 2005 - September 2014
Ascensus (formerly BISYS) 2000 - 2005
State Street 1998 - 2000
Principal Financial Group 1997 - 1998
Skills
ERISA, Pensions, Mutual Funds, Retirement Planning, Investments, Securities, Defined Contribution, Strategy, Financial Services, Management, Team Building, Qualified Retirement..., Client Services, Benefits Administration, Payroll, Payroll Services, COBRA, Investment Advisory, Asset Allocation, Uniform Combined State..., Business Planning, Process Improvement, Relationship Management, 401k
Education
College of Saint Benedict 1993 — 1997
Bachlor of Arts, History and Political Science
Windjue Consulting October 2014 - Present
Goldleaf Partners November 2005 - September 2014
Ascensus (formerly BISYS) 2000 - 2005
State Street 1998 - 2000
Principal Financial Group 1997 - 1998
Skills
ERISA, Pensions, Mutual Funds, Retirement Planning, Investments, Securities, Defined Contribution, Strategy, Financial Services, Management, Team Building, Qualified Retirement..., Client Services, Benefits Administration, Payroll, Payroll Services, COBRA, Investment Advisory, Asset Allocation, Uniform Combined State..., Business Planning, Process Improvement, Relationship Management, 401k
Education
College of Saint Benedict 1993 — 1997
Bachlor of Arts, History and Political Science
Teresa Schmitz, MA PHR's Goldleaf Partners Experience February 2012 - January 2013
Job MA, PHR
Industry Human Resources
Experience
Good Samaritan Society June 2015 - Present
Glynlyon Inc. October 2013 - June 2015
UPS April 2013 - October 2013
Goldleaf Partners February 2012 - January 2013
Employment Resource Center, Inc July 2011 - November 2011
Lakewood Health System May 2009 - July 2011
Moreys Seafood International April 2004 - May 2009
RTM Restaurant June 2003 - April 2004
Deco, Inc January 2002 - June 2003
Integra Telecom October 1999 - October 2001
Skills
Human Resources, Employee Relations, New Hire Orientations, Employee Benefits, Recruiting, Personnel Management, HRIS, ADP Payroll, Interviews, Benefits Administration, HR Policies, Payroll, FMLA, Performance Management, Applicant Tracking..., Onboarding, Employee Engagement, Talent Acquisition, Deferred Compensation, Workers Compensation
Education
The College of St. Scholastica 2003 — 2003
Masters, Management
Good Samaritan Society June 2015 - Present
Glynlyon Inc. October 2013 - June 2015
UPS April 2013 - October 2013
Goldleaf Partners February 2012 - January 2013
Employment Resource Center, Inc July 2011 - November 2011
Lakewood Health System May 2009 - July 2011
Moreys Seafood International April 2004 - May 2009
RTM Restaurant June 2003 - April 2004
Deco, Inc January 2002 - June 2003
Integra Telecom October 1999 - October 2001
Skills
Human Resources, Employee Relations, New Hire Orientations, Employee Benefits, Recruiting, Personnel Management, HRIS, ADP Payroll, Interviews, Benefits Administration, HR Policies, Payroll, FMLA, Performance Management, Applicant Tracking..., Onboarding, Employee Engagement, Talent Acquisition, Deferred Compensation, Workers Compensation
Education
The College of St. Scholastica 2003 — 2003
Masters, Management
Jennifer Lancello's Goldleaf Partners Experience July 2014 - October 2014
Job Product Support Manager at Wolters Kluwer Law & Business, ftwilliam.com
Industry Financial Services
Experience
Wolters Kluwer Law & Business, ftwilliam.com October 2014 - Present
Goldleaf Partners July 2014 - October 2014
Goldleaf Parters December 2009 - July 2014
Ascensus June 2004 - December 2009
Ascensus 2004 - 2009
Skills
Defined Contribution, ESOP, ERISA, Retirement, Profit Sharing, 401k, Pensions, Retirement Plan..., Qualified Retirement...
Education
University of Minnesota-Twin Cities 1998 — 2003
B.A, Spanish/Portuguese
University of Minnesota-Twin Cities 1998 — 2003
B.I.S, International Political Economy
Wolters Kluwer Law & Business, ftwilliam.com October 2014 - Present
Goldleaf Partners July 2014 - October 2014
Goldleaf Parters December 2009 - July 2014
Ascensus June 2004 - December 2009
Ascensus 2004 - 2009
Skills
Defined Contribution, ESOP, ERISA, Retirement, Profit Sharing, 401k, Pensions, Retirement Plan..., Qualified Retirement...
Education
University of Minnesota-Twin Cities 1998 — 2003
B.A, Spanish/Portuguese
University of Minnesota-Twin Cities 1998 — 2003
B.I.S, International Political Economy
Dawn Genz's Goldleaf Partners Experience September 2012 - Present
Job Director, Retirement Services at Goldleaf Partners
Industry Investment Management
Experience
The Rotary Club of Brainerd October 2012 - Present
Goldleaf Partners September 2012 - Present
Ascensus April 2011 - September 2012
Rotary International 2005 - April 2011
Waconia Hockey Association 2004 - April 2011
Security Bank & Trust Co. November 2004 - March 2011
Faith Lutheran Church, Waconia 2007 - 2009
WySTAR Global Services 1999 - 2004
PFPC Global Fund Services 1999 - 2002
DCA, Inc 1996 - 1999
Skills
Retirement, Mutual Funds, Process Improvement, Retirement Planning, Risk Management, Financial Services, Management, Pensions, Defined Benefit
Education
Southwest Minnesota State University 1988 — 1991
Business/Finance
The Rotary Club of Brainerd October 2012 - Present
Goldleaf Partners September 2012 - Present
Ascensus April 2011 - September 2012
Rotary International 2005 - April 2011
Waconia Hockey Association 2004 - April 2011
Security Bank & Trust Co. November 2004 - March 2011
Faith Lutheran Church, Waconia 2007 - 2009
WySTAR Global Services 1999 - 2004
PFPC Global Fund Services 1999 - 2002
DCA, Inc 1996 - 1999
Skills
Retirement, Mutual Funds, Process Improvement, Retirement Planning, Risk Management, Financial Services, Management, Pensions, Defined Benefit
Education
Southwest Minnesota State University 1988 — 1991
Business/Finance
Ben Englehart's Goldleaf Partners Experience August 2014 - Present
Job Regional Sales Director at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners August 2014 - Present
Paychex / ePlan Services November 2010 - July 2014
Adams Outdoor Advertising November 2009 - November 2010
American Funds July 2008 - July 2009
American Funds July 2007 - June 2008
American Funds July 2006 - July 2007
Skills
Business Planning, 401k, Retirement, New Business Development, Customer Service, Management, Retirement Planning, Investments, Employee Benefits, Payroll, Selling, Sales, Human Resources, Project Management, Insurance, Accounting, Cold Calling
Education
Grove City College 2002 — 2006
Bachelor's of Science International Business, Concentration in Finance, Minor in German
Goldleaf Partners August 2014 - Present
Paychex / ePlan Services November 2010 - July 2014
Adams Outdoor Advertising November 2009 - November 2010
American Funds July 2008 - July 2009
American Funds July 2007 - June 2008
American Funds July 2006 - July 2007
Skills
Business Planning, 401k, Retirement, New Business Development, Customer Service, Management, Retirement Planning, Investments, Employee Benefits, Payroll, Selling, Sales, Human Resources, Project Management, Insurance, Accounting, Cold Calling
Education
Grove City College 2002 — 2006
Bachelor's of Science International Business, Concentration in Finance, Minor in German
Valli Repalley's Goldleaf Partners Experience February 2005 - March 2007
Job Senior Programmer Analyst at Gexa Energy
Industry Information Technology and Services
Experience
Gexa Energy November 2010 - Present
Kap Tech July 2009 - October 2010
Hewlett-Packard February 2008 - June 2009
Goldleaf Partners February 2005 - March 2007
Healix, Inc. June 2004 - January 2005
Maxvu Sports December 2003 - June 2004
Skills
ASP.NET, JavaScript, HTML, jQuery, ASP.NET MVC, SharePoint, Microsoft SQL Server, Oracle, Production Support, C#, TFS, VSS, OOP, Telerik Web Controls, Confluence, IIS
Education
Sam Houston State University
Gexa Energy November 2010 - Present
Kap Tech July 2009 - October 2010
Hewlett-Packard February 2008 - June 2009
Goldleaf Partners February 2005 - March 2007
Healix, Inc. June 2004 - January 2005
Maxvu Sports December 2003 - June 2004
Skills
ASP.NET, JavaScript, HTML, jQuery, ASP.NET MVC, SharePoint, Microsoft SQL Server, Oracle, Production Support, C#, TFS, VSS, OOP, Telerik Web Controls, Confluence, IIS
Education
Sam Houston State University
Maureen Pickar's Goldleaf Partners Experience July 2011 - Present
Job Employee Benefits Director at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners July 2011 - Present
Ascensus 2008 - June 2011
Brainerd Area Catholic Churches 2005 - 2008
3M 1985 - 2005
Skills
Six Sigma, Strategic Planning, Operations Management, Employee Benefits, Process Improvement, Change Management, Business Process..., Vendor Management, Business Analysis, 401k, Project Management, Pensions, Retirement, Insurance, Financial Services
Education
College of St. Catherine 1988 — 1992
BA, Business/Finance
North St. Paul Sr. High School
Diploma
Goldleaf Partners July 2011 - Present
Ascensus 2008 - June 2011
Brainerd Area Catholic Churches 2005 - 2008
3M 1985 - 2005
Skills
Six Sigma, Strategic Planning, Operations Management, Employee Benefits, Process Improvement, Change Management, Business Process..., Vendor Management, Business Analysis, 401k, Project Management, Pensions, Retirement, Insurance, Financial Services
Education
College of St. Catherine 1988 — 1992
BA, Business/Finance
North St. Paul Sr. High School
Diploma
John Feldt's Goldleaf Partners Experience May 2015 - Present
Job Director of Consulting at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners May 2015 - Present
Kidder Benefits Consultants, Inc. January 2005 - May 2015
Milliman March 2004 - January 2005
Aon Consulting July 2002 - February 2004
J.P. Morgan Retirement Plan Services April 1998 - June 2002
FBD Consulting LLC August 1989 - September 1998
Skills
Defined Benefit, Employee Benefits, Pensions, Pension Administration, Actuarial Science, Retirement Plan..., Retirement, Profit Sharing, Retirement Planning, ERISA, Defined Contribution, Cash Balance, 403 b, 401k
Education
Iowa State University 1984 — 1988
B.S., Mathematics
Goldleaf Partners May 2015 - Present
Kidder Benefits Consultants, Inc. January 2005 - May 2015
Milliman March 2004 - January 2005
Aon Consulting July 2002 - February 2004
J.P. Morgan Retirement Plan Services April 1998 - June 2002
FBD Consulting LLC August 1989 - September 1998
Skills
Defined Benefit, Employee Benefits, Pensions, Pension Administration, Actuarial Science, Retirement Plan..., Retirement, Profit Sharing, Retirement Planning, ERISA, Defined Contribution, Cash Balance, 403 b, 401k
Education
Iowa State University 1984 — 1988
B.S., Mathematics
Sara Jane Olson's Goldleaf Partners Experience March 2014 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners March 2014 - Present
Ascensus November 2007 - March 2014
SPONSOR AND ADVISOR SERVICES March 2011 - January 2013
Ascensus 2007 - 2013
PARTICIPANT SERVICES November 2007 - January 2011
RELS VALUATION August 2006 - August 2007
THE OLIVE GARDEN March 2004 - July 2006
KUHLMAN AUCTIONEERS May 2002 - August 2004
Skills
Alternative Investments, Retirement, Retirement Planning, Investments, Mutual Funds, Financial Services, Asset Allocation, Account Management, Employee Benefits, Equities, Salesforce.com, ERISA, Risk Management, Customer Service, Retirement Plan..., 401k
Education
Carleton College 1998 — 2003
BA, Russian Studies
Carleton College 1998 — 2003
Bachelor's degree, Russian Studies
LITCHFIELD SR HIGH SCHOOL 1994 — 1998
High School Diploma
Goldleaf Partners March 2014 - Present
Ascensus November 2007 - March 2014
SPONSOR AND ADVISOR SERVICES March 2011 - January 2013
Ascensus 2007 - 2013
PARTICIPANT SERVICES November 2007 - January 2011
RELS VALUATION August 2006 - August 2007
THE OLIVE GARDEN March 2004 - July 2006
KUHLMAN AUCTIONEERS May 2002 - August 2004
Skills
Alternative Investments, Retirement, Retirement Planning, Investments, Mutual Funds, Financial Services, Asset Allocation, Account Management, Employee Benefits, Equities, Salesforce.com, ERISA, Risk Management, Customer Service, Retirement Plan..., 401k
Education
Carleton College 1998 — 2003
BA, Russian Studies
Carleton College 1998 — 2003
Bachelor's degree, Russian Studies
LITCHFIELD SR HIGH SCHOOL 1994 — 1998
High School Diploma
Donna Buttenhoff's Goldleaf Partners Experience August 2007 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners August 2007 - Present
Ascensus/BISYS/UPI March 1995 - August 2007
Skills
Business Planning, Strategic Planning, Account Management, Customer Relations, Customer Service, New Business Development, 401k, Retirement, Retirement Planning, Process Improvement, Leadership, Relationship Management, Insurance, Financial Analysis, Project Management, Risk Management, Team Building, Business Analysis, Sales, Financial Planning, Human Resources
Education
Brainerd Technical College
Associate of Arts and Sciences (AAS), Accounting
University of Minnesota-Morris
Psychology
Goldleaf Partners August 2007 - Present
Ascensus/BISYS/UPI March 1995 - August 2007
Skills
Business Planning, Strategic Planning, Account Management, Customer Relations, Customer Service, New Business Development, 401k, Retirement, Retirement Planning, Process Improvement, Leadership, Relationship Management, Insurance, Financial Analysis, Project Management, Risk Management, Team Building, Business Analysis, Sales, Financial Planning, Human Resources
Education
Brainerd Technical College
Associate of Arts and Sciences (AAS), Accounting
University of Minnesota-Morris
Psychology
Jennifer Jolliff's Goldleaf Partners Experience July 2010 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners July 2010 - Present
LarsonAllen October 2009 - July 2010
Ganim, Meder, Childers & Hoering, PC July 2000 - October 2009
Education
Southern Illinois University, Edwardsville
Bachelor of Science, Finance
Goldleaf Partners July 2010 - Present
LarsonAllen October 2009 - July 2010
Ganim, Meder, Childers & Hoering, PC July 2000 - October 2009
Education
Southern Illinois University, Edwardsville
Bachelor of Science, Finance
Andrew Schommer's Goldleaf Partners Experience November 2013 - Present
Job Director, Retirement Services at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners November 2013 - Present
Skills
401k, Leadership, Business Analysis, Employee Benefits, CRM, Defined Benefit, Financial Services, Sales, Relationship Management, Customer Service
Education
The College of St. Scholastica 2001 — 2005
Bachelor of Arts, Management
Goldleaf Partners November 2013 - Present
Skills
401k, Leadership, Business Analysis, Employee Benefits, CRM, Defined Benefit, Financial Services, Sales, Relationship Management, Customer Service
Education
The College of St. Scholastica 2001 — 2005
Bachelor of Arts, Management
Evea Lollie's Goldleaf Partners Experience November 2014 - Present
Job Client Relationship Manager at Goldleaf Partners
Industry Financial Services
Experience
Goldleaf Partners November 2014 - Present
Jack A. Cross & Associates July 2012 - November 2014
Benefit Associates, Inc. 2008 - July 2012
Capital Group 2006 - 2008
SMS Technologies 2003 - 2006
United States Marine Corps 1998 - 2003
Skills
Project Management, Retirement Planning, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel
Education
University of California, Irvine 2006 — 2008
Bachelor's degree, Business Economics
Goldleaf Partners November 2014 - Present
Jack A. Cross & Associates July 2012 - November 2014
Benefit Associates, Inc. 2008 - July 2012
Capital Group 2006 - 2008
SMS Technologies 2003 - 2006
United States Marine Corps 1998 - 2003
Skills
Project Management, Retirement Planning, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel
Education
University of California, Irvine 2006 — 2008
Bachelor's degree, Business Economics
Samuel Melin's Goldleaf Partners Experience June 2014 - August 2014
Job Student of Computer Science
Industry Computer Software
Experience
Goldleaf Partners June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Leadership, Microsoft Word, PowerPoint, Strategic Planning, Social Media, Java, Microsoft SQL Server, Visual Basic
Education
University of Northwestern - St. Paul 2012 — 2016
Goldleaf Partners June 2014 - August 2014
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Project Management, Leadership, Microsoft Word, PowerPoint, Strategic Planning, Social Media, Java, Microsoft SQL Server, Visual Basic
Education
University of Northwestern - St. Paul 2012 — 2016