Gradient Financial Group
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Gradient Financial Group Employees
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Gradient Financial Group March 2011 - Present
Lakeland Mortgage Corp. June 2006 - March 2011
Education
University of Minnesota-Twin Cities
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Gradient Financial Group Production AssistantCity of EdinaAugust 2008 - November 2009
Activison June 2009 - August 2009
Education
Minnesota School of Business
Digital Video & Media Production
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
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
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
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
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
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
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
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
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
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
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
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
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