Gradient Financial Group

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Gradient Financial Group Employees

Employee
Years
Job
Industry
Timothy J. LaPean Timothy J. LaPean Greater Minneapolis-St. Paul Area Details
Timothy J. LaPean's Gradient Financial Group Experience December 2013 - March 2014
Job Financial Planner / Owner at Thoughtful Financial Planning
Industry Financial Services
Experience
Thoughtful Financial Planning   May 2014 - Present
Metro Transit  June 2014 - Present
Self-Employed  September 2009 - Present
Gradient Financial Group   December 2013 - March 2014
Ameriprise Financial Services, Inc.   August 2013 - December 2013
Ameriprise Financial Services, Inc.   October 2009 - March 2013
Ameriprise Financial  July 2007 - October 2009
Ameriprise Financial  June 2004 - May 2007
Éducation Nationale de France   August 2003 - January 2004
Ameriprise Financial Services, Inc  April 1997 - April 2003

Education
Minnesota State University, Mankato   2005 — 2006
Certificate, Financial Planning

Jocilyn Polanchek Jocilyn Polanchek Greater Minneapolis-St. Paul Area Details
Jocilyn Polanchek's Gradient Financial Group Experience April 2013 - Present
Job Director of Commissions at Gradient Financial Group
Industry Accounting
Experience
Gradient Financial Group   April 2013 - Present
Gradient Home Mortgage  October 2012 - Present
C.H. Robinson Worldwide, Inc.   February 2011 - August 2012
Hart Agency  2009 - 2011

Skills
Inventory Management, Outlook, Commission, Annuity Sales, Life Insurance, Logistics, QuickBooks, Customer Service, Microsoft Excel, Operations Management, Microsoft Office, Residential Mortgages, Reverse Mortgages, Microsoft Word, PowerPoint, Transportation..., Freight, Supply Chain, Supply Chain Management, LTL, Truckload, Logistics Management, Transportation, Warehousing, Shipping, Business Coordination, Customer Satisfaction, Sales

Education
Regency Beauty Institute-Blaine   2008 — 2009
Cosmetology/Cosmetologist, General

Anoka Senior High   2004 — 2008

Bixby Gilbertson Bixby Gilbertson Greater Minneapolis-St. Paul Area Details
Bixby Gilbertson's Gradient Financial Group Experience February 2014 - Present
Job Account Specialist at Gradient Investments
Industry Financial Services
Experience
Gradient Financial Group   February 2014 - Present
McKesson  December 2013 - February 2014
Atlas Staffing Inc  August 2013 - November 2013
UMD Greek Council   April 2012 - May 2013
Tau Kappa Epsilon Fraternity  September 2009 - May 2013
Cirrus Aircraft Company  June 2012 - September 2012
UMD Greek Council   April 2011 - April 2012
Buffalo Wild Wings  March 2010 - September 2010
Potbelly Sandwich Works  December 2007 - June 2009
St. Alban's Boathouse   August 2006 - September 2007

Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Accounting, PowerPoint, Customer Service, Leadership, Outlook, Data Analysis, Team Leadership, Public Speaking, Public Relations, Time Management, Teamwork, Management

Education
University of Minnesota-Duluth   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Chandra Lounsbury-Halverson Chandra Lounsbury-Halverson Tulsa, Oklahoma Area Details
Chandra Lounsbury-Halverson's Gradient Financial Group Experience May 2009 - September 2009
Job Vice President, Brokerage and Investment Advisory Operations at BOK Financial
Industry Financial Services
Experience
BOK Financial  June 2015 - Present
BOSC, Inc., A subsidiary of BOK Financial Corp.   August 2013 - June 2015
AdvisorNet Financial  September 2009 - August 2013
Gradient Financial Group   May 2009 - September 2009
NEXT Financial Group, Inc.   2006 - 2009
Lincoln Financial Advisors  2002 - 2006

Skills
Series 7, Series 24, Series 63, Series 66, Series 53, Securities, Wealth Management, Complaint resolution, Operations Management, Advertising review, Branch Inspections, Anti Money Laundering, Alternative Investments, Strategic Financial..., Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, 401k, Microsoft Excel, Adobe Creative Suite, PowerPoint, Advent, Laserfiche, Document Imaging, Trading Systems, Mutual Funds, Microsoft Office, Finance, Retirement Planning, Retirement, Estate Planning, Life Insurance, Investment Management, IRAs, FINRA, Investment Strategies, Financial Planners, Long-term Care, Financial Planning

Education
Bethel University   2005 — 2007
MBA, Business

Bethel College   2002 — 2004
Bachelor of Business Administration (B.B.A.)

Nathan Lucius Nathan Lucius Greater Minneapolis-St. Paul Area Details
Nathan Lucius's Gradient Financial Group Experience May 2007 - December 2008
Job Managing Director at Gradient Investments LLC
Industry Investment Management
Experience
Gradient Investments LLC   December 2008 - Present
Gradient Financial Group   May 2007 - December 2008
Gradient Financial Group   May 2006 - May 2007

Skills
New Business Development, Investments, Leadership, Finance, Portfolio Management, Series 7, Retirement, Strategic Financial..., Private Equity, Financial Advisory, Marketing, Wealth Management, Strategic Planning, Securities, Sales, Investment Strategies, Insurance, Financial Services, Financial Analysis, Estate Planning, Equities, Asset Allocation

Education
University of Saint Thomas - School of Business   2010 — 2012
MBA

University of Colorado Colorado Springs
BS, College of Business

Rodney Michael Rodney Michael Greater Minneapolis-St. Paul Area Details
Rodney Michael's Gradient Financial Group Experience November 2011 - July 2013
Job Graphic Designer at Creatis
Industry Graphic Design
Experience
Creatis  February 2013 - Present
Gradient Financial Group   November 2011 - July 2013
Sabes Jewish Community Center  January 2010 - October 2011
Great Moods  February 2010 - July 2010
Sharp Photo   2008 - 2009

Skills
Logo Design, Graphic Design, Advertising, InDesign, Adobe Creative Suite, Layout, Illustrator, Graphics, Flyers, Image Editing, Posters, Web Design, Image Manipulation, Photoshop, Dreamweaver, Art Direction, QuarkXPress, CSS, Final Cut Pro, Video Editing, Brand Development, Email Marketing, Business Cards, Banners, Typography, Illustration, Microsoft Office, Social Media, Photography, Marketing, Mac, Adobe Acrobat, After Effects, Flash, Brochures, Social Media Marketing, Digital Photography, Branding, PowerPoint, Visual Communication, Vector Illustration, Adobe Muse, Event Planning, Social Promotion

Education
Minnesota School of Business
Graphic Design

University of Wisconsin-Stout
Graphic Design

Danny Ritter Danny Ritter Minneapolis, Minnesota Details
Danny Ritter's Gradient Financial Group Experience April 2014 - Present
Job Video Production
Industry Media Production
Experience
Gradient Financial Group   April 2014 - Present
Freelance Videographer  October 2010 - Present
Apple  May 2011 - April 2014
The Smitten Kitten   September 2010 - March 2013
Pixel Farm  February 2011 - August 2012

Skills
Video Editing, Video Production, Color Correction, Asset Management, Sales, Customer Service, Video, Producing, Post Production, Adobe Creative Suite, Editing, Photoshop

Education
St. Olaf College   2005 — 2010
Bachelor's degree, Women's Studies

Shanann Little Shanann Little Meriden, Kansas Details
Shanann Little's Gradient Financial Group Experience June 2012 - Present
Job New Business Case Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   June 2012 - Present
Gradient Financial Group   January 2012 - July 2012
Aviva Life Insurance Company  April 2008 - December 2011
Payless ShoeSource  February 2005 - February 2008

Skills
Insurance, Retirement Planning, Sales Operations, Life Insurance, Series 7, Retirement, Term Life Insurance, Disability Insurance, Investments, Series 6, Mutual Funds, Estate Planning

Education
University of Phoenix   2003 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Goodland Technical College   1999 — 2001
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Kathryn Hagen Kathryn Hagen Greater Minneapolis-St. Paul Area Details
Kathryn Hagen's Gradient Financial Group Experience August 2014 - Present
Job Account Specialist at Gradient Investments
Industry Financial Services
Experience
Gradient Financial Group   August 2014 - Present
CliftonLarsonAllen  April 2013 - June 2014
Animal Humane Society  May 2009 - May 2014
DCM Services  August 2011 - March 2013
DCM Services  June 2010 - August 2011
DCM Services  June 2007 - June 2010
Papa Murphy's International  September 2004 - May 2007

Skills
Marketing, Customer Service, Data Entry, Microsoft Office, Time Management, Outlook, Training, Microsoft Excel, Microsoft Word, PowerPoint, Customer Satisfaction, Teamwork, Team Building, Event Planning, Leadership, Administrative...

Education
North Dakota State University   2004 — 2007
B.S., Philosophy/Humanities

Mara Roberts Mara Roberts Pueblo, Colorado Area Details
Mara Roberts's Gradient Financial Group Experience August 2014 - Present
Job Mortgage Banker at Gradient Financial
Industry Entertainment
Experience
Gradient Financial Group   August 2014 - Present
Dagmara Roberts   September 2010 - Present
Freedom Talk Netcast   June 2010 - Present
New Pixel Productions LLC   February 1995 - Present
Dagmara Roberts Real Estate   January 1973 - Present
Asset Preservation Institute   August 2011 - January 2012
Freedom Talk Netcast   2009 - 2012
Clarion Mortgage Capital  1998 - 2008

Skills
Real Estate Economics, Insurance for Seniors, Gold Investing, Videography, Interviewing Skills, Financial Consulting, Singer-songwriter, Author, Political Campaigns, Account Management, Investments, Screenwriting, Music Production, Financial Advisory, Media Production, Public Speaking, Voice Over, Sound, Podcasting, Social Media, New Media, Commercials, Multimedia, Radio, Editing, Journalism, Broadcast, Video, Entertainment, Radio Broadcasting, Public Relations, Television, Social Networking, Video Production, Blogging, Creative Writing, Photography, Facebook, Media Relations, Advertising, Radio Host, Social Media Marketing, Press Releases, Video Editing, Copywriting, Film, Publicity, Storytelling, News Writing, Radio Producing

Education
University of Colorado at Boulder   1965 — 1969
English Literature and Philosophy

Emily Marquis Emily Marquis Minneapolis, Minnesota Details
Emily Marquis's Gradient Financial Group Experience September 2013 - Present
Job Virtual Advisor Coordinator at Gradient Financial Group
Industry Marketing and Advertising
Experience
Gradient Financial Group   September 2013 - Present
Henry Schafer Partners/PR for Good   October 2012 - May 2013
RSP Marketing  May 2012 - October 2012

Skills
Social Media Outreach, Social Media Measurement, Marketing Communications, Public Relations, Social Media Marketing, Blogging, Facebook, Social Media, Strategic Communications, Marketing, Media Relations, Press Releases, Social Networking, Event Planning, Corporate Communications, Leadership, PowerPoint

Education
University of Minnesota-Twin Cities   2010 — 2013
Strategic Communications

Colin Ashfield Colin Ashfield Greater Minneapolis-St. Paul Area Details
Colin Ashfield's Gradient Financial Group Experience February 2009 - October 2010
Job UX/UI Designer, FrontEnd Developer, Art Director
Industry Internet
Experience
Colster   2007 - Present
Creative Arc, Inc   May 2012 - January 2015
Gradient Financial Group   February 2009 - October 2010
HeartMath LLC  July 2006 - July 2008

Skills
Web Design, User Experience, User Interface Design, Web Development, Graphic Design, Email Marketing, Art Direction, SEO, CSS, Information Architecture, Photoshop, HTML, Adobe Creative Suite, Interaction Design, Online Marketing, Front-end Development, Flash, Dreamweaver, Layout, Typography, Wordpress, Graphics

Education
St. John's University   1998 — 2002
Physics, Math, Art

Karl D. Jensen, CFP ® Karl D. Jensen, CFP ® Greater Minneapolis-St. Paul Area Details
Karl D. Jensen, CFP ®'s Gradient Financial Group Experience May 2014 - Present
Job Case Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   May 2014 - Present
Endura Financial  September 2012 - April 2014
Raymond James Financial Services  August 2010 - July 2012
Advanced Wealth Management Group   April 2008 - August 2010
Wachovia Retirement Services  September 2004 - April 2008
Galyan's  April 2003 - September 2004

Skills
Investments, Estate Planning, Retirement Planning, Strategic Financial..., Asset Allocation, Fixed Annuities, Insurance, Risk Management

Education
The American College   2008 — 2010
CFP® Certification Program

Crown College   1995 — 1999
B.S., Business Administration

Angela Holiday-Squire Angela Holiday-Squire Greater Minneapolis-St. Paul Area Details
Angela Holiday-Squire's Gradient Financial Group Experience January 2012 - February 2013
Job Project Manager and Drafter at Aaron Carlson Corporation
Industry Financial Services
Experience
to Aaron Carlson Corporation   March 2013 - Present
CIP-Community Involvement Program   January 2010 - Present
Gradient Financial Group   January 2012 - February 2013
Harbor Retirement Group Inc   January 2010 - January 2012
PAPPAS Inc   May 2007 - February 2010
Acorn Woodworks   June 2005 - June 2007
Millcraft  2003 - 2005
Patina  January 1996 - January 1999

Skills
Notary Public, Customer Service, Marketing, Social Media, Marketing Strategy, Project Planning, Advertising, Management, Strategic Planning, Process Scheduler, Purchasing, Account Management, Project Management, Budgets, New Business Development, PowerPoint, Outlook, Research, Blogging, Microsoft Office, Time Management, Retail, Email Marketing, Construction, Real Estate, Microsoft Excel, Microsoft Word, Team Leadership, Negotiation, Team Building, Sales Management, Sales, Contract Negotiation, Inventory Management, Social Media Marketing, Leadership, Customer Satisfaction

Education
University of Phoenix   2009 — 2011
Bachelor Degree, Management

Minneapolis Drafting School   1998 — 2000
Associate Degree of Applied Science, Architectural Structural Drafting

Lowthian College   1993 — 1995
Associate Degree of Applied Science, Interior Design

Totino Grace High School   1988 — 1992

Nicholas Zoelle Nicholas Zoelle Greater Minneapolis-St. Paul Area Details
Nicholas Zoelle's Gradient Financial Group Experience March 2014 - January 2015
Job Developer at Legatus Solutions Corporation
Industry Computer Software
Experience
Legatus Solutions Corporation   January 2015 - Present
Gradient Financial Group   March 2014 - January 2015
Infinite Campus  June 2013 - March 2014
United Parcel Service  September 2009 - May 2013

Skills
Java, Groovy, Grails, MySQL, Microsoft SQL Server, JavaScript, HTML, XSL, Hibernate, Linux Server

Education
Metropolitan State University   2012 — 2014
Bachelor's Degree, Computer Science

University of Wisconsin-Madison   2006 — 2010
Bachelor's Degree, History

Dan Ursin Dan Ursin Greater Minneapolis-St. Paul Area Details
Dan Ursin's Gradient Financial Group Experience October 2014 - Present
Job Software Developer at Gradient Financial Group (KonnexMe)
Industry Computer Software
Experience
Gradient Financial Group   October 2014 - Present
QuadMed LLC  February 2013 - September 2014

Skills
AngularJS, Project Management, Databases, CRM, Programming, ASP.NET MVC, jQuery, AJAX, Interaction Design, Web Design, Java, Project Planning, Microsoft Office, JavaScript, Mathematics, Strategy, Team Leadership, Process Improvement, Graphic Design, Visual C#, Algorithm Design, SQL

Education
University of Wisconsin-Milwaukee   2012 — 2014
Master's Degree, Mathematics and Computer Science

University of Wisconsin-Madison   2005 — 2009
Bachelor's degree, Mathematics

University of California, Berkeley   2008 — 2008
Mathematics

Erik Schafroth Erik Schafroth Greater Minneapolis-St. Paul Area Details
Erik Schafroth's Gradient Financial Group Experience November 2009 - August 2012
Job Video Production Specialist at Regis Corporation
Industry Media Production
Experience
Regis Corporation  December 2012 - Present
Gradient Financial Group   November 2009 - August 2012
Activision  May 2009 - October 2009
City of Edina  August 2008 - October 2009

Skills
Camera Operating, Video Editing, Final Cut Pro, After Effects, Cinema 4D, DVD Studio Pro, Photoshop, Web Video, Online Advertising, Non-linear Editing, Marketing Strategy, Directing, Producing, Acting

Education
Minnesota School of Business
Digital Video and Media Production

Alfred Wright Alfred Wright Greater Los Angeles Area Details
Alfred Wright's Gradient Financial Group Experience 2008 - 2010
Job Cash Flow Planner | Business Structuring Strategist | Small Business Development Resource
Industry Investment Management
Experience
Guardian Wealth Management   February 2008 - Present
CLI & Associates   April 1992 - Present
Gradient Financial Group   2008 - 2010
JKB & Associates   May 1988 - April 1992
Numismatic Rarities   February 1985 - May 1988
Morgan Stanley Dean Witter  February 1983 - January 1985
United Security Systems   February 1978 - January 1983

Skills
Retirement Planning, Wealth Management, Asset Managment, Tax, Investments, Estate Planning, Wealth, Strategic Financial..., Retirement, Start-ups, Fixed Annuities, Insurance, Mutual Funds, Portfolio Management

Education
California State University-Fullerton   1977 — 1978
Business Administration

Mt. San Antonio College   1975 — 1977
Associate, Accounting

Nogales High School   1970 — 1974
Math

Giano Junior High   1968 — 1970

Graydon Harder Graydon Harder Greater Minneapolis-St. Paul Area Details
Graydon Harder's Gradient Financial Group Experience November 2012 - Present
Job Chief Marketing Officer at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   November 2012 - Present
Gradient Insurance Brokerage   August 2011 - November 2012
Diversified Brokerage Services   December 2008 - August 2011
Allianz Life  October 2006 - August 2008
Allianz Life  April 2001 - October 2006
Harder Agency, American United Life   May 1994 - September 2000

Skills
Strategy, Management, Marketing Strategy, Marketing, Strategic Planning, Sales, Training, Recruiting, Budgets, Public Relations, Fixed Annuities, Integration, Life Insurance, Insurance, Retirement, Retirement Planning, Consulting, Strategic Financial..., Wealth Management, Investments, New Business Development, Sales Management, Long-term Care, Series 6, Series 7

Education
University of Minnesota - Carlson School of Management   1997 — 2000
MBA, Marketing, eBusiness

Pacific Lutheran University   1992 — 1993
BA, History, 3rd World Studies

St. Olaf College   1990 — 1992
Bachelor's degree, History

Tony Shore Tony Shore Greater Minneapolis-St. Paul Area Details
Tony Shore's Gradient Financial Group Experience July 2013 - Present
Job Director of Radio at Gradient Financial Group
Industry Marketing and Advertising
Experience
Gradient Financial Group   July 2013 - Present
White Tiger - Print Craft   May 2003 - July 2013
Silent Planet Records   January 1998 - May 2003
Provident Label Group  January 1996 - December 1998
Word Entertainment, Inc.   1993 - 1996
Frontline Records   November 1988 - May 1993

Skills
Photoshop, Dreamweaver, Garageband, Typepad, Spoken Word, Excel, Digital Branding, Radio Promotions, Product Marketing, SEO, SMO, Podcasting, Blog Marketing, Retail Packaging, Audacity, Voice Over, Tumblr, Marketing Communications, Mac OS, Windows, HTML, Feedblitz, Writing, Marketing, Music Industry, Sales, Microsoft Excel, Social Media Marketing, Digital Media, Advertising, Brand Development, Press Releases, Marketing Strategy, Management, Web Design, Social Media, E-commerce, Email Marketing, Facebook, Direct Mail, Market Planning, CRM, Online Marketing, Editing, Sales Management, B2B, Direct Marketing, Social Networking, Copywriting, Blogging

Education
Minnesota School of Business   2010 — 2012
Associates, Marketing

Minnesota West Community and Technical College   1984 — 1986
2 year, Mass Communication

Chloe Moon Chloe Moon Greater Minneapolis-St. Paul Area Details
Chloe Moon's Gradient Financial Group Experience March 2015 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Gradient Financial Group   March 2015 - Present
Chloe Moon Design   2010 - Present
Ecolab  August 2014 - January 2015
Fun2Raise Marketing and Events   March 2014 - August 2014
SubZero Apparel and Design   April 2013 - December 2013
Panera Bread  July 2010 - April 2013
Tiger Oak Publications  October 2012 - December 2012

Skills
Graphic Design, Photoshop, InDesign, Adobe Creative Suite, Typography, Layout, Mac, Branding & Identity, Digital Photography, Illustrator, Advertising, Logo Design, Web Design, Graphics, Illustration

Education
The Art Institutes International-Minnesota   2009 — 2013
Bachelor of Science (B.S.), Graphic Design

Watertown High School   2005 — 2009

Jeff Uemura Jeff Uemura Brooklyn, New York Details
Jeff Uemura's Gradient Financial Group Experience January 2013 - February 2014
Job Freelance Video Editor
Industry Motion Pictures and Film
Experience
Freelance Video Editor  February 2014 - Present
American Red Cross  April 2014 - June 2014
Gradient Financial Group   January 2013 - February 2014
Jeff Uemura Freelance   September 2011 - January 2013
Fast Horse  February 2011 - October 2011
Broadview Media/MSB   January 2011 - February 2011
TPT Twin Cities Public Television   September 2010 - January 2011
Beware, The Watchers LLC   October 2010 - November 2010
Hot Head Productions   August 2010 - September 2010

Skills
Videography, Video Editing, Color Grading, Final Cut Studio, DVD Studio Pro, Avid, DVD authoring, Final Cut Pro, Motion Graphics, Video, Soundtrack Pro, Avid Media Composer, After Effects, Video Production, Post Production, Color Correction, Editing, Music Videos, Green Screen, Photography, Documentaries, Directing, Digital Video, Film Editing, HD Video, Web Video, Sound Editing, Camera Operating, Adobe Creative Suite, Camera, Producing, Dvd, Film Production, Cinematography, Non-linear Editing, Television, Lighting, DSLR, Film, Commercials, Compressor, Screenwriting, Sound, Media Production, Visual Effects, Pre-production, Premiere, Final Draft, Compositing, Mac

Education
The Art Institutes International-Minnesota   2011 — 2013
Bachelors Degree, Motion Graphics and Visual Effects

Minnesota School of Business   2008 — 2010
Associates Degree, Digital Video and Media Production

Kathleen Rangel Kathleen Rangel Saint Paul, Minnesota Details
Kathleen Rangel's Gradient Financial Group Experience March 2011 - Present
Job Loan Officer at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   March 2011 - Present
Lakeland Mortgage Corp.   June 2006 - March 2011

Education
University of Minnesota-Twin Cities

Rich Rogers Rich Rogers Phoenix, Arizona Area Details
Rich Rogers's Gradient Financial Group Experience September 2012 - Present
Job Financial Adviser at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   September 2012 - Present
Valic Financial   May 2011 - September 2013
· Affiliated with Williams Financial Group   March 2003 - July 2009
Arizona State University  2001 - 2007
WEST AMERICA INVESTMENTS   January 1995 - January 2001
WB MCKEE SECURITIES   January 1993 - January 1995
PAINE WEBBER INC  September 1991 - September 1993
THE WEST BEND CO   January 1976 - May 1991
H.J.HEINZ CO   January 1971 - January 1976

Skills
Series 7, Retirement Planning, Financial Planning, Mutual Funds, Annuity, Asset, Brokerage, 401k, Retirement, IRA's, Estate Planning, Annuities, Investments, Securities, Insurance, Asset Allocation, Bonds, Funding, Asset Management, Licensing, Long Term Care, Portfolio Management, Series 63, Wealth Management, Small Business, Employee Benefits, Investment Advisory, Series 65, Retirement Income..., Wealth Accumulation, Wealth Transfer, Insurance Planning, Disability Insurance, Term Life Insurance, Financial Advisory, Investment Strategies, Alternative Investments, Wealth Preservation, Wealth, Long-term Care, Pensions, Options, Succession Planning, Stocks, Retirement Solutions, Reporting & Analysis, Fixed Annuities, Fixed Income, 529 Plans, Trusts

Education
Arizona State University   1966 — 1970
BS, Political Sciences, 2.4

Arizona State University   1966 — 1970
Bachelor of Science, Political Science

Erik Lindwall Erik Lindwall Greater Minneapolis-St. Paul Area Details
Erik Lindwall's Gradient Financial Group Experience October 2013 - May 2015
Job Director of Information Technology at New Horizon Academy
Industry Information Technology and Services
Experience
New Horizon Academy  June 2015 - Present
Gradient Financial Group   October 2013 - May 2015
Minnesota Judicial Branch  April 2012 - October 2013
LAI International, Inc.   October 2009 - April 2012
University of Wisconsin-Madison  September 2005 - September 2009
University of Minnesota - Twin Cities  2002 - 2005

Skills
System Administration, IT Infrastructure..., Vendor Management, Virtualization, Network Administration, Web Development, Windows Server

Education
University of Illinois Springfield   2012 — 2015
MS, Management Information Systems

University of Minnesota-Twin Cities   2002 — 2004
BAS, Information Technology Infrastructure

Illinois State University   1996 — 2001
BS, Art

Jaynee Schmid Jaynee Schmid Greater Minneapolis-St. Paul Area Details
Jaynee Schmid's Gradient Financial Group Experience May 2013 - July 2014
Job Project Coordinator at CDW
Industry Information Technology and Services
Experience
CDW  May 2015 - Present
Target  July 2014 - May 2015
Gradient Financial Group   May 2013 - July 2014

Skills
Finance, Accounting, Adobe Acrobat, Financial Analysis, Microsoft Excel, Access, Investments, Financial Reporting, PowerPoint, Strategic Financial..., QuickBooks, Microsoft Word, Microsoft Office, Outlook, Time Management

Education
Minnesota State University, Mankato   2010 — 2013
Bachelor of Science (B.S.), Corporate Finance, Senior

Finance Club Member   2010 — 2012
Finance

Century College   2009 — 2010
Licensed Dental Assistant, Dental Assisting/Assistant

Brett Thaden Brett Thaden Greater Minneapolis-St. Paul Area Details
Brett Thaden's Gradient Financial Group Experience June 2015 - Present
Job VP of Marketing at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   June 2015 - Present
SBG  March 2013 - June 2015

Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java

Education
William Mitchell College of Law   2014 — 2018

University of Minnesota-Twin Cities   2010 — 2012
Bachelor of Arts (B.A.), Political Science, History (Minor)

Rosemount High School

Andrew Scierka Andrew Scierka Greater Minneapolis-St. Paul Area Details
Andrew Scierka's Gradient Financial Group Experience April 2012 - Present
Job IT Technician at Gradient Financial Group
Industry Information Technology and Services
Experience
Gradient Financial Group   April 2012 - Present
North Branch Middle School   August 2010 - March 2012
Pathways Adolescent Center   February 2009 - July 2010
VisionQuest  July 2006 - February 2009

Skills
Teaching, Educational Technology, Curriculum Development, Curriculum Design, Instructional Design, E-Learning, Classroom, Tutoring, Instructional Technology

Education
Washington and Jefferson College   1989 — 1993
Bachelor of Arts, Business Administration

Clarion University of Pennsylvania   2001 — 2002

Kyle Skogen Kyle Skogen Greater Minneapolis-St. Paul Area Details
Kyle Skogen's Gradient Financial Group Experience August 2009 - August 2009
Job Freelance Web Developer
Industry Computer Software
Experience
Software for Good  September 2013 - September 2014
SmartThings  November 2012 - September 2013
Refactr LLC  April 2011 - November 2012
Sl-Serco  May 2010 - March 2011
Gradient Financial Group   August 2009 - August 2009

Skills
JavaScript, CSS, Ruby on Rails, jQuery, Ruby, Git, HTML 5, Responsiveness, HTML, Web Development, PHP, WordPress, Sass, LESS, HTML5, Adobe Creative Suite

Education
Century College   2006 — 2009
AAS, Visual Communications Technologies

John Grottodden John Grottodden Greater Minneapolis-St. Paul Area Details
John Grottodden's Gradient Financial Group Experience 2013 - Present
Job
Industry Information Technology and Services
Experience
Shoreview Technologies   January 2007 - Present
Gradient Financial Group   2013 - Present
Medtronic  2010 - 2013
Honeywell  2004 - 2009
Boeing  1999 - 2004
Raytheon  1995 - 1999
General Electric  1992 - 1994

Skills
Software Engineering, Systems Engineering, Integration, Management, Product Development, Medical Devices, Leadership, Cross-functional Team..., Project Management, Strategic Planning, Program Management

Education
University of Southern California   1996 — 1998
MSEE

Purdue University   1990 — 1994
BSME

Jessica Bosio Jessica Bosio Greater Minneapolis-St. Paul Area Details
Jessica Bosio's Gradient Financial Group Experience September 2012 - October 2014
Job Bookkeeper at Afton St. Croix Companies
Industry Financial Services
Experience
Afton St. Croix Companies   October 2014 - Present
Gradient Financial Group   September 2012 - October 2014
Gradient Tax   June 2011 - September 2012
Gradient Financial Group   October 2010 - June 2011
AHMC-Asset Management   June 2009 - October 2010
First National Community Bank  April 2007 - June 2009

Skills
Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Event Planning, Human Resources, Payroll, QuickBooks, Tax, Tax Preparation, Travel Planning

Education
Century College   2010 — 2013
Bachelor of Science, Business Administration and Management, General

University of Minnesota-Twin Cities   2007 — 2008
Bachelor of Science, Accounting

Crystal Nibbe Crystal Nibbe Saint Paul, Minnesota Details
Crystal Nibbe's Gradient Financial Group Experience November 2013 - Present
Job Communications Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   November 2013 - Present
Ordway Center for the Performing Arts  September 2011 - Present
Minnesota Senate  January 2013 - November 2013
Minnesota Senate  March 2012 - January 2013
Minnesota Senate  January 2011 - March 2012
Minnesota Senate  January 2007 - January 2011

Skills
Public Policy, Government, Political Campaigns, Legislation, Policy Analysis, Politics, Legislative Relations, Research, Press Releases, Policy, Strategic Communications, Political Communication, Public Affairs, Political Science, Community Outreach, Political Consulting, Media Relations

Education
Thomas Edison State College
Bachelor of Arts (B.A.), Communication and Media Studies

North Hennepin Community College
Associate of Science (A.S.), Business Administration and Management, General

Concordia University-St. Paul
Bachelor of Arts (B.A.), Accounting

Emily Roth Emily Roth Greater Minneapolis-St. Paul Area Details
Emily Roth's Gradient Financial Group Experience March 2015 - Present
Job Vice President of Marketing Gradient Life Insurance Brokerage
Industry Marketing and Advertising
Experience
Gradient Financial Group   March 2015 - Present
Manitou Ridge Golf Course   June 2007 - Present
Gradient Financial Group   March 2014 - March 2015
Handi Medical Supply, Inc  May 2011 - March 2015
Medtronic  May 2013 - March 2014
AmericInn Lodge and Suites  January 2012 - May 2012

Skills
Adobe Creative Suite, Microsoft Office, Social Media, Event Planning, Marketing Communications, Public Relations, Event Management, Facebook, Leadership

Education
Minnesota State University, Mankato   2009 — 2012
Bachelor's degree, Public Relations, Marketing

Chase Cameron Chase Cameron Greater Minneapolis-St. Paul Area Details
Chase Cameron's Gradient Financial Group Experience August 2015 - Present
Job Brand Director and Director of Talent Acquisition at Gradient Financial Group
Industry Graphic Design
Experience
Gradient Financial Group   August 2015 - Present
Gradient Financial Group   August 2013 - August 2015
Gradient Financial Group   March 2011 - August 2013
Self-Guided Hunts   June 2009 - June 2011
Gradient Financial Group   December 2010 - March 2011
Gradient Financial Group   December 2009 - December 2010
Minnesota Career College Association (MCCA)   October 2009 - October 2009

Skills
Logo Design, Brochures, Business Cards, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Layout, Typography, Illustration, Photoshop, Web Design, Dreamweaver, Flash, Graphics, Art Direction, Project Management, Marketing, Email Marketing, Branding & Identity, Direct Mail, Posters, Brand Development, QuarkXPress, Creative Direction, Mac, Advertising, Social Media

Education
Minnesota School of Business   2007 — 2010
Interactive Media and Graphic Design

The Recording Studio   2007 — 2007
Diploma, Audio and Music Recording and Engineering

Benjamin Fossen Benjamin Fossen Greater Minneapolis-St. Paul Area Details
Benjamin Fossen's Gradient Financial Group Experience January 2014 - October 2014
Job Software Engineer at Infor
Industry Computer Software
Experience
ArtiCulture  August 2015 - Present
Infor  October 2014 - Present
Gradient Financial Group   January 2014 - October 2014
OATI  July 2013 - January 2014
Center for Magnetic Resonance Research   May 2011 - June 2013
Organelle Research Group   September 2009 - May 2012
Universidad del Valle de Guatemala  May 2010 - August 2010

Skills
C#, Java, SQL, JavaScript, Matlab, C++, Linux, Software Development

Education
University of Minnesota-Twin Cities   2008 — 2012
Bachelor's degree, Computer Science

Trinity School at River Ridge   2002 — 2008
High School Diploma

Blair Haslerud Blair Haslerud Greater Minneapolis-St. Paul Area Details
Blair Haslerud's Gradient Financial Group Experience December 2011 - June 2014
Job Regonal Sales Manager at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc  June 2015 - Present
hedberg search   October 2013 - February 2015
Gradient Financial Group   December 2011 - June 2014
RiverSource  March 2009 - December 2010
RiverSource  July 2007 - March 2009
Wells Fargo Investments  July 1999 - July 2007
Robert W. Baird & Co.   July 1991 - July 1999

Skills
Portfolio Management, Series 7, Retirement Planning, Series 63, Finance, Series 24, Recruiting, Series 66, Insurance, New Business Development, Variable Annuities, Securities, Asset Management, Uniform Combined State..., Wealth Management, Investment Management, Mutual Funds

Education
University of Minnesota-Duluth   1982 — 1988
BBA, Business, Finance

elliot

Misty Nimz Misty Nimz Topeka, Kansas Details
Misty Nimz's Gradient Financial Group Experience November 2012 - April 2013
Job Director of Marketing at Gradient Insurance Brokerage
Industry Financial Services
Experience
Gradient Financial Group   November 2012 - April 2013
Gradient Financial Group   April 2011 - November 2012
Envista Credit Union  July 2003 - April 2011

Skills
Loan Origination, IRAs, New Business Development, Account Management, Sales Management, Marketing Strategy, Customer Service, Mortgage Lending, Accounting

Education
University of Kansas   1997 — 1998

Jacob Kantonen Jacob Kantonen Minneapolis, Minnesota Details
Jacob Kantonen's Gradient Financial Group Experience June 2012 - Present
Job Developer Team Lead at KonnexMe
Industry Computer Software
Experience
Gradient Financial Group   June 2012 - Present
State of Minnesota  December 2007 - November 2009

Skills
.NET, C#, Java, Programming, Subversion, SQL, JavaScript, AJAX, HTML, IIS, CSS, CSS3, jQuery, DHTMLX, ASP.NET, JSON, Microsoft SQL Server, TFS, MySQL, Databases, C++, Entity Framework, Telerik Controls, ASP.NET MVC

Education
University of Wisconsin-Superior   2010 — 2012
Bachelor's degree, Computer Science

University of Minnesota-Twin Cities   2003 — 2005
Computer Science

Dave Leflar Dave Leflar Greater Minneapolis-St. Paul Area Details
Dave Leflar's Gradient Financial Group Experience December 2010 - Present
Job Vice President of Marketing, Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   December 2010 - Present
GWG Life  March 2010 - December 2010
Ameriprise Financial  April 2008 - March 2010
Ameriprise Financial  January 2008 - April 2008
Networked Professionals   2007 - 2008
AXA Advisors  October 2006 - December 2007
Johnson Brothers Liquor Co.  July 2004 - October 2006
Johnson Brothers Liquor Co.  February 1999 - June 2004
Murphy's Landing   June 1998 - September 1998

Skills
Series 7, Sales Management, Fixed Annuities, Securities, Insurance, Training, Retirement Planning, Account Management, Public Speaking, New Business Development, Selling, Strategic Financial..., Series 66, Series 24, Annuities, Customer Relations, Customer Service, Excel, Retail, PowerPoint, Microsoft Office, Team Building, Strategic Planning, Budgeting, Compliance, Coaching, Word, Business Planning, Problem Solving, Financial Planning, Consultative Selling, Inventory Management, Marketing Strategy, Investments, Research, Team Leadership, Mentoring, Event Management, Planning, Asset Management, Salesforce.com, Business Strategy, Online Marketing, Critical Thinking

Education
University of Minnesota-Morris   1992 — 1997
BA, History Major, English Minor

Jeff Quick Jeff Quick Greater Minneapolis-St. Paul Area Details
Jeff Quick's Gradient Financial Group Experience October 2008 - Present
Job President at Gradient Tax
Industry Financial Services
Experience
Pathway Retirement Planners Inc.   June 2015 - Present
Gradient Financial Group   October 2008 - Present
Wells Fargo  April 2005 - September 2008
Sapphire Technologies  2002 - 2005
Equus Computer Systems  1996 - 2002

Skills
Financial Planning, New Business Development, Tax, Insurance, Banking, Sales Management, Customer Relations, Consultative Selling, Account Management, Business Development, Customer Service, Finance, Financial Planners, Fixed Annuities, Investments, Leadership, Marketing, Selling, Strategic Financial...

Education
St. Cloud State University   1990 — 1993

Irondale   1987 — 1990

Dustin Leonard Dustin Leonard Topeka, Kansas Area Details
Dustin Leonard's Gradient Financial Group Experience November 2005 - Present
Job Chief Business Consultant at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   November 2005 - Present
Personalized Brokerage Services  December 1999 - October 2005

Skills
Fixed Annuities, Marketing Strategy

Education
Kansas State University   1996 — 2001
BS, Anthropology and Business

Leavenworth High School   1993 — 1995

Erik Schafroth Erik Schafroth Greater Minneapolis-St. Paul Area Details
Erik Schafroth's Gradient Financial Group Experience Production AssistantCity of EdinaAugust 2008 - November 2009
Job Videographer at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   Production AssistantCity of EdinaAugust 2008 - November 2009
Activison   June 2009 - August 2009

Education
Minnesota School of Business
Digital Video & Media Production

Nick Stovall, CPA/PFS Nick Stovall, CPA/PFS Greater Minneapolis-St. Paul Area Details
Nick Stovall, CPA/PFS's Gradient Financial Group Experience March 2009 - Present
Job President at Stovall & Associates, Ltd.
Industry Accounting
Experience
Stovall & Associates, Ltd   January 2011 - Present
Gradient Financial Group   March 2009 - Present
Gradient Financial Group   March 2009 - February 2012
Edward Jones  2008 - 2009
E Energy Adams, LLC   September 2007 - June 2008
Glenn Corporation  June 1997 - September 2007

Skills
Strategic Financial..., Tax, Financial Planners, Retirement Planning, Insurance, Fixed Annuities, Estate Planning, Retirement, Financial Advisory, Investments, 401k, SEC filings, IRAs, Financial Reporting, Accounting, Series 7, US GAAP, Wealth, Investment Strategies, Tax Advisory, Financial Accounting, Auditing, Portfolio Management, Alternative Investments, Investment Management, Personal Finance, Partnership Taxation, Asset Managment, Life Insurance, Securities, Internal Controls, CPA, Managerial Finance, Personal Tax Planning, QuickBooks, Investment Advisory, High Net Worth..., Corporate Tax, Asset Allocation, Tax Preparation, Income Tax, Asset Protection, Financial Services, General Ledger, Long-term Care, Mutual Funds, Inheritance Tax Planning, GAAP, Finance, Disability Insurance

Education
University of Minnesota - Carlson School of Management   2004 — 2007
Masters of Business Taxation

University of St. Thomas - Opus College of Business   2001 — 2004
MBA, Accounting

Jereme Allen Jereme Allen Greater Minneapolis-St. Paul Area Details
Jereme Allen's Gradient Financial Group Experience February 2013 - August 2014
Job Senior PHP Engineer at When I Work
Industry Information Technology and Services
Experience
When I Work  August 2014 - Present
Allens Bookeeping & Computer Services Inc.   June 2005 - Present
Gradient Financial Group   February 2013 - August 2014
Packet Power  April 2012 - February 2013
Workface Inc.   May 2007 - April 2012
Moco  July 2008 - June 2009
Ehlers & Associates, Inc.   February 1998 - June 2007

Skills
Web Development, jQuery, PHP, JavaScript, MySQL, Software Development, Web Applications, HTML, WordPress, HTML 5, Management, Project Management

Education
Metropolitan State University   2005 — 2007
Masters in Management Information Systems, Information Technology

Metropolitan State University   2002 — 2005
Bachelor Computer Information Systems, Information Technology

Cole Bassett Cole Bassett Saint Paul, Minnesota Details
Cole Bassett's Gradient Financial Group Experience December 2013 - September 2014
Job Sales Professional
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group  September 2015 - Present
USA Hockey NTDP   August 2012 - July 2015
Gradient Financial Group   December 2013 - September 2014
Northern Educate Sports Academy   August 2012 - June 2013

Education
Minnesota State University, Mankato   2000 — 2004
Bachelor of Science (B.S.), Sport and Fitness Administration/Management

Bradley Griffin Bradley Griffin Topeka, Kansas Area Details
Bradley Griffin's Gradient Financial Group Experience June 2015 - Present
Job Director of Marketing
Industry Financial Services
Experience
Gradient Financial Group   June 2015 - Present
T-Mobile  April 2012 - June 2015
Enterprise Rent-A-Car  2006 - 2011

Skills
Sales, Sales Management, Customer Service, Business Strategy, New Business Development, Team Building, Teamwork, Team Management, Goal Setting, Goal Oriented, Customer Retention, Customer Satisfaction, Human Resources, Microsoft Word, Time Management

Education
Benedictine College   2002 — 2006
BA, Sociology

Maur Hill Prep School   1998 — 2002
HIGH SCHOOL DIPLOMA

Sara Kaster Sara Kaster Topeka, Kansas Details
Sara Kaster's Gradient Financial Group Experience December 2009 - March 2013
Job Operations Business Analyst at Security Benefit/se2
Industry Health, Wellness and Fitness
Experience
Security Benefit  December 2013 - Present
Advanced Rehab Consultants   March 2013 - August 2013
Gradient Financial Group   December 2009 - March 2013
Advanced Spine & Rehab   March 2009 - December 2009
Aviva plc  July 2006 - October 2008

Skills
Selling, Marketing Strategy, New Business Development, Account Management, Salesforce.com, Sales Management, Marketing, Strategic Planning, Insurance, Investments, Email Marketing, Online Marketing, Customer Service, Team Leadership, Business Analysis, Social Media Marketing, Strategic Financial..., Project Management, Operations Management, Social Media, AS400 system, Smart Office, Fasat DSPA, Lotus Notes, Microsoft Suites, Microsoft SQL Server, FAST, Orion

Education
Johnson County Community College   2014 — 2014
Communicationg with Impact-Development Course, Business/Corporate Communications

Washburn University School of Law   2014 — 2014
Lean Six Sigma Yellow Belt-Development Course, Efficiency & Effectiveness

Allen County Community College, Burlingame KS   2008 — 2009
Associate's Degree In Progress, Business Administration and Marketing

Southeast Community College-Milford   2005 — 2006
Business Administration

Peru State College   2004 — 2005
General Studies

Dustin Defoe Dustin Defoe Greater Minneapolis-St. Paul Area Details
Dustin Defoe's Gradient Financial Group Experience December 2013 - Present
Job Programmer Analyst at Gradient Financial Group
Industry Information Services
Experience
Gradient Financial Group   December 2013 - Present
White House Custom Colour  September 2011 - December 2013
World Wide Housing Consultants   November 2010 - January 2013
Forthright  2008 - September 2011
Midwest Insight   October 2008 - October 2008
Dispute Management Services, LLC   2007 - 2008
National Arbitration Forum  2005 - 2007
Liberty Check Printers  1998 - 2005
Liberty Enterprises  1998 - 2005

Skills
Microsoft SQL Server, Graphic Design, ASP.NET, Web Applications, CSS, Web Development, C#, VB.NET, SQL, HTML, Javascript, Visual Studio

Education
Northwestern College   1996 — 2000

Jay Sogge Jay Sogge Greater Minneapolis-St. Paul Area Details
Jay Sogge's Gradient Financial Group Experience May 2009 - September 2009
Job Software Developer at Securian Financial Group
Industry Computer Software
Experience
Securian Financial Group  July 2013 - Present
Ambient Consulting  November 2012 - June 2013
CIGNA Healthcare  December 2011 - October 2012
BI Worldwide  March 2011 - November 2011
Digital River  January 2011 - February 2011
ECMC  September 2009 - December 2010
Gradient Financial Group   May 2009 - September 2009
Securian, Minnesota Life   February 2007 - April 2009
Pearson VUE  June 2006 - February 2007
Personnel Decisions International  September 2000 - June 2006

Skills
Java, Spring, Object Oriented Design, jQuery, JUnit, TestNG, Oracle SQL, Hibernate, IBAtis, Maven, Mentoring, JSP, XML, XHTML, Flex, AJAX, Java Enterprise Edition, REST, JBoss Application Server, iBatis, Tomcat, Web Applications

Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Scientific and Technical Communication with emphasis in Computer Science

Carol Butler Carol Butler Duluth, Minnesota Area Details
Carol Butler's Gradient Financial Group Experience 2014 - Present
Job Independent Writing Professional
Industry Writing and Editing
Experience
Novel Doctors   February 2014 - Present
Gradient Financial Group   2014 - Present
AP Woodworking   August 2002 - Present
RichLife Advisors   November 2010 - Present
Edible Twin Cities Magazine   July 2009 - April 2014
NAMI-MN   September 2009 - December 2011

Skills
Copy Editing, Stories, Creative Writing, Editing, Writing, Blogging, Magazine Writing, Freelance Writing, Feature Articles, Fiction, Storytelling, Public Relations, Magazines, Books, Art, Web Content, Newsletters, Publications, Editorial, Published Author, Non-fiction, Entertainment

Education
University of Minnesota   1991 — 1993
BFA, Theatre Arts

Rutgers, The State University of New Jersey-New Brunswick   1989 — 1991
Bachelor of Fine Arts

Brady Black Brady Black Topeka, Kansas Area Details
Brady Black's Gradient Financial Group Experience January 2011 - Present
Job Vice President of Marketing at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   January 2011 - Present
Gradient Financial Group   October 2009 - December 2010

Skills
Retirement Planning, Marketing Strategy, Strategic Financial..., Insurance, Retirement, Small Business, Wealth Management, Fixed Annuities, Long-term Care, Mutual Funds, IRAs, Investments, Asset Management, Financial Advisory, Financial Planners, Financial Planning, Marketing

Education
Ozark Christian College   2003 — 2005
Bible Ministries

University of Missouri-Columbia   2002 — 2003
Engineering and Graphic Design

Adam Estall, CFP® Adam Estall, CFP® Greater Minneapolis-St. Paul Area Details
Adam Estall, CFP®'s Gradient Financial Group Experience March 2012 - Present
Job Case Analysis Manager at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   March 2012 - Present
Birch Cove Group, Ltd (Raymond James)   October 2008 - July 2011
McNellis & Asato, Ltd (Raymond James)   2003 - 2008
Stevens Foster Financial Advisors  January 1998 - March 2003

Skills
Retirement Planning, Mutual Funds, Investment Strategies, Strategic Financial..., Social Security

Education
University of Minnesota-Twin Cities   1993 — 1997
BS, Economics

Randi Roller Randi Roller Greater Minneapolis-St. Paul Area Details
Randi Roller's Gradient Financial Group Experience June 2013 - Present
Job Senior Controller at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   June 2013 - Present
Rockwood Capital Management   November 2008 - January 2013
Jefferson Wells  July 2007 - November 2008
Wilkerson Guthmann  November 2002 - June 2007
Ernst & Young  June 2000 - November 2002
Froehling Anderson  November 1995 - June 2000
Froehling, Anderson, Plowman & Wasmuth   1995 - 2000

Skills
Managerial Finance, Accounting, Cash Management, Investments, Finance, Income Tax, Tax Advisory

Education
University of Notre Dame   1989 — 1993
Bachelor of Business Administration (BBA), Accounting

St. Mary's Central H.S.   1985 — 1989

Steven Rohrich Steven Rohrich Minneapolis, Minnesota Details
Steven Rohrich's Gradient Financial Group Experience April 2013 - December 2014
Job Performance Analyst at Slocum
Industry Investment Management
Experience
Slocum  December 2014 - Present
Gradient Financial Group   April 2013 - December 2014
Wells Fargo/Aerotek   November 2012 - April 2013
ICM Inc  October 2008 - November 2012
K&L Construction   May 2007 - August 2008

Skills
Communication Skills, Financial Analysis, Analytical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Trade Finance, Stock Market, Equity Research, Equity Trading, Number Crunching

Education
North Dakota State University   2008 — 2012
BS, Finance

Alec Hamer Alec Hamer Saint Paul, Minnesota Details
Alec Hamer's Gradient Financial Group Experience April 2014 - Present
Job Case Design Specialist at Gradient Financial Group
Industry Financial Services
Experience
Gradient Financial Group   April 2014 - Present
Gradient Financial Group   April 2013 - April 2014

Skills
Insurance, Financial Planning, Financial Services, Financial Analysis, Retirement Planning, Risk Management, Finance, Microsoft Excel

Education
Michigan Technological University   2009 — 2013
Bachelor of Science (B.S.), Economics