Hallett Financial Group

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Hallett Financial Group Employees

Employee
Years
Job
Industry
Steve Nelson CLU® Steve Nelson CLU® Greater Minneapolis-St. Paul Area Details
Steve Nelson CLU®'s Hallett Financial Group Experience January 2005 - December 2007
Job Vice President at CapitalCare Inc.
Industry Financial Services
Experience
CapitalCare Inc.   October 2014 - Present
Capital Managers   June 2013 - Present
American Financial  March 2009 - May 2013
Metlife  March 2008 - March 2009
Hallett Financial Group   January 2005 - December 2007
Swenson Anderson Financial Group   June 2001 - December 2004
Capital Care Inc.  January 1996 - June 2001

Skills
Fixed Annuities, Team Building, Insurance, Retail, Training, Estate Planning, Team Leadership, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Strategic Planning, Microsoft Word, PowerPoint, Change Management, Financial Analysis, Negotiation, SQL, New Business Development, Business Strategy, Series 7, Series 63, Life and Health, Property & Casualty..., Life Insurance, Retirement, Retirement Planning, Securities, Sales, Financial Planners, Investments, Strategic Financial..., Sales Management, Long-term Care, IRAs

Education
Inver Hills Community College
Associate of Arts (A.A.)

The American College
CLU

US Army NCO Academy

S.H. Dutch Koop CLTC MIM S.H. Dutch Koop CLTC MIM Greater Minneapolis-St. Paul Area Details
S.H. Dutch Koop CLTC MIM's Hallett Financial Group Experience August 2010 - December 2014
Job LTC and Life Specialist at EFS Advisors
Industry Insurance
Experience
Educators Lifetime Solutions EFS Advisors   January 2015 - Present
Hallett Financial Group   August 2010 - December 2014
John Hancock Financial Network  2006 - August 2010

Skills
Long-term Care, Insurance, Retirement Planning, Long Term Care Insurance, Medicaid, Life Insurance, Fixed Annuities, Medicare, Small Business, Underwriting, Elder Care, Financial Advisory, Employee Benefits, Term Life Insurance, Financial Planners, Retirement, Estate Planning

Education
Carleton College
None, Pre-Med

St. John's University
B.A., German Language, Liberal Studies

Thunderbird School of Global Management
M.I.M, Int'l Finance and Marketing

Jeremy Hallett, CLU Jeremy Hallett, CLU Minneapolis, Minnesota Details
Jeremy Hallett, CLU's Hallett Financial Group Experience 1999 - Present
Job CEO at Hallett Financial | Twin Cities Best Places to Work | BGA | Wholesale Insurance | Underwrite. Over Deliver.
Industry Insurance
Experience
Quotacy   2014 - Present
Hallett Financial Group   1999 - Present

Skills
Fixed Annuities, Life Insurance, Direct Marketing, Long-term Care, Insurance, Small Business, Disability Insurance, Term Life Insurance, Retirement Planning, Whole Life, Long Term Care Insurance, Retirement, Property & Casualty..., 401k, Estate Planning, Financial Advisory, Financial Planners, Underwriting, Investments, IRAs, Brokers, Financial Services, Health Insurance, Wealth, General Insurance, Pensions, Mutual Funds, Employee Benefits, Finance, Strategic Financial..., Critical Illness, Wealth Management

Education
The University of North Dakota   1992 — 1996
Chemistry

North High School

Natasha Cornelius Natasha Cornelius Bozeman, Montana Details
Natasha Cornelius's Hallett Financial Group Experience January 2015 - Present
Job Marketing Coordinator at Hallett Financial Group, Quotacy.com | Underwrite. Over Deliver.
Industry Insurance
Experience
Hallett Financial Group   January 2015 - Present
Quotacy   October 2014 - Present
Hallett Financial Group   September 2010 - December 2014
Sunrise Senior Living  August 2005 - March 2011
Dick's Sporting Goods  May 2007 - May 2008
Taco John's International, Inc.   August 2004 - March 2005

Skills
Customer Service, Event Planning, PowerPoint, Social Media, Microsoft Excel, Outlook, Marketing, Sales, Social Media Marketing, Photoshop, Microsoft Word, Microsoft Office, Sales Management, Insurance, Time Management, Inventory Management, Data Entry, Dreamweaver, Illustrator, Facebook, Twitter

Education
Metropolitan State University   2007 — 2009
Bachelors, Business Marketing

North Hennepin Community College
Web Design Certification

North Hennepin Community College   2005 — 2007
Associate of Arts (A.A.)

West Lutheran High School   2001 — 2005
High Honors Graduate

Jeff Stimac Jeff Stimac Hibbing, Minnesota Details
Jeff Stimac's Hallett Financial Group Experience 2009 - 2011
Job North America Mining Sales Manager
Industry Mining & Metals
Experience
Iracore International  May 2014 - Present
Nelson Roofing & K Building Components, Inc.   August 2013 - April 2014
AHA Hockey   2010 - September 2013
Implex  September 2012 - August 2013
Nextera Communications  May 2012 - August 2012
McKinley Group  2011 - 2012
Hallett Financial Group   2009 - 2011
Milestone Systems, Inc.   2008 - 2009
Implex.net   2006 - 2008
Stonebridge Wireless - Purchased by Nextera Communications in 2008   2002 - 2006

Skills
Sales Process, Sales Management, Sales, Recruiting, Direct Sales, Cold Calling, Networking, Management, Salesforce.com, Team Building, Social Media, Social Networking, Business Networking, CRM, SEO, Sales Presentations, Marketing, Managed Services, Consulting, E-commerce, Account Management, Customer Service, Training & Development, Team Leadership, Technical Recruiting, Solution Selling, Wireless, Bandwidth, Business Relationship..., Organizational..., RF, Conducting Interviews, Hiring, Hockey, Employee Training, Business Meetings, Accountability, Business Expansion, LinkedIn, Professional Networking, Digital Photography, Analysis, Ice Hockey, Sports Photography, Photography, Sales Recruitment, Territory Analysis, Recruitment/Retention, New Business Development, Lead Generation

Education
St. Cloud State University   1992 — 1997
MIS/BCIS: Business Computers Information Systems

Hibbing High   1988 — 1992

Abby Reddy, CLU Abby Reddy, CLU Minneapolis, Minnesota Details
Abby Reddy, CLU's Hallett Financial Group Experience April 2007 - Present
Job Marketing Director at Hallett Financial Group | Life Insurance BGA | Best Places to Work | Underwrite. Over deliver.
Industry Insurance
Experience
Hallett Financial Group   April 2007 - Present
Prime Advertising & Desgin   January 2006 - April 2007
Sierra Bravo Corporation The Nerdery   September 2004 - January 2005
Pixius Communications  October 2002 - September 2004
Infinetivity   August 2000 - October 2002
WV Inter.Net   1995 - 1998
Retix  1988 - 1989
Retix  1988 - 1989

Skills
Web Development, CSS, PHP, HTML, MySQL, E-commerce, Web Design, Photoshop, Email Marketing, Event Planning, Graphic Design, Programming, Marketing

Education
The American College   2009 — 2012
CLU, Life Insurance

Joy MacArthur Joy MacArthur Greater Minneapolis-St. Paul Area Details
Joy MacArthur's Hallett Financial Group Experience January 2015 - July 2015
Job Underwriting Specialist
Industry Insurance
Experience
Hallett Financial Group   January 2015 - July 2015
Hallett Financial Group   May 2012 - January 2015
Hallett Financial Group   January 2007 - May 2012
University of Minnesota  October 2001 - July 2006
Allianz Life  January 2000 - August 2001
Arthur Murray Dance School   May 1999 - December 1999

Skills
Underwriting, Insurance, Life Insurance, Customer Service, Long-term Care, Team Building, Community Outreach, Retirement, Event Planning, Term Life Insurance, Nonprofits, Retirement Planning, Disability Insurance, Public Speaking, Training, Conflict Resolution, Long Term Care Insurance, Fixed Annuities

Education
Academy of Life Underwriting   2013 — 2016
AALU/FALU

University of Minnesota-Twin Cities   2001 — 2006
Bachelor of Music, Music Education

Sharon Grausam Sharon Grausam Greater Minneapolis-St. Paul Area Details
Sharon Grausam's Hallett Financial Group Experience September 2000 - November 2006
Job CoFounder, Urban Romance
Industry Consumer Goods
Experience
Urban Business   April 2008 - Present
Urban Romance   November 2006 - Present
Hallett Financial Group   September 2000 - November 2006

Education
American College   1995 — 1999
CLU, ChFC, Chartered Life Underwriter and Chartered Financial Consultant

Kim Nelson Kim Nelson Greater Minneapolis-St. Paul Area Details
Kim Nelson's Hallett Financial Group Experience October 2010 - Present
Job Case Manager at Hallett Financial Group
Industry Insurance
Experience
Hallett Financial Group   October 2010 - Present
Hallett Financial Group   June 2009 - October 2010
Wells Fargo Insurance Services  March 2009 - May 2009
Clark Consulting  May 2003 - November 2008
Hartford Life  September 1991 - May 2003
Hartford Life  September 2000 - September 2002
The Hartford  1991 - 2001

Skills
Management, Sales, Training, Microsoft Office, Customer Service

Education
North Hennepin Community College   1990 — 1992

Patty Compton Patty Compton Greater Minneapolis-St. Paul Area Details
Patty Compton's Hallett Financial Group Experience May 2007 - Present
Job Case Manager at Hallett Financial Group
Industry Insurance
Experience
Hallett Financial Group   May 2007 - Present
It Works Global  January 2014 - Present
PTL Tire and Auto   July 2002 - May 2006
Penske Auto Center   July 1999 - April 2002

Skills
Fixed Annuities, Insurance, Whole Life, Underwriting, Life Insurance, Leadership, Universal Life, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Small Business, Long-term Care

Education
Blaine High School   1995 — 1999

North Hennepin Community College

Catherine Hallett, CPA Catherine Hallett, CPA Greater Minneapolis-St. Paul Area Details
Catherine Hallett, CPA's Hallett Financial Group Experience April 2004 - Present
Job Controller at Hallett Financial Group
Industry Insurance
Experience
Hallett Financial Group   April 2004 - Present
CBIZ SK&B LLC   February 2003 - November 2003
CBIZ MHM, LLC  August 1999 - February 2003

Skills
CPA, Employee Benefits, Accounting, Corporate Tax, 401k, Accounts Payable, Accounts Receivable, Payroll, Consolidated Financial..., Year-end Close

Education
North Dakota State University   1995 — 1999
Business Admin, Accounting