Heritage Financial Services
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Heritage Financial Services Employees
Employee
Years
Job
Industry
Mitchell G. Schultze Mitchell G. Schultze's Heritage Financial Services Experience January 2013 - Present
Job Financial Advisor at Heritage Financial Services
Industry Investment Management
Experience
Heritage Financial Services January 2013 - Present
StaffCo Employment Services May 2012 - September 2012
Christensen Brozek Faltys May 2011 - May 2012
Skills
Financial Planning, Retirement Planning, Portfolio Analysis, Asset Allocation, Investment Strategies, Wealth Management, Retirement, Insurance, Investments, Asset Managment, Risk Management, Estate Planning, Disability Insurance, Uniform Combined State..., Series 7, Financial Planners, Financial Services, 401k, Fixed Annuities
Education
Morningside College 2007 — 2011
B.S., Business Administration & Finance
Heritage Financial Services January 2013 - Present
StaffCo Employment Services May 2012 - September 2012
Christensen Brozek Faltys May 2011 - May 2012
Skills
Financial Planning, Retirement Planning, Portfolio Analysis, Asset Allocation, Investment Strategies, Wealth Management, Retirement, Insurance, Investments, Asset Managment, Risk Management, Estate Planning, Disability Insurance, Uniform Combined State..., Series 7, Financial Planners, Financial Services, 401k, Fixed Annuities
Education
Morningside College 2007 — 2011
B.S., Business Administration & Finance
Angela Corbett's Heritage Financial Services Experience March 2010 - Present
Job Marketing & Business Development at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services March 2010 - Present
White House Black Market October 2009 - October 2012
The Outdoor Market at Midtown Crossing April 2010 - September 2010
planitOmaha August 2008 - January 2009
Skills
Social Media Marketing, Event Planning, Advertising, Marketing Communications, Sales, Microsoft Office, Marketing, Direct Marketing, Account Management, Marketing Strategy, Microsoft Excel, Facebook, Press Releases, Fundraising, Direct Mail, PowerPoint, Newsletters, Social Networking, Leadership, Customer Service, Email Marketing
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science, Business Administration; Marketing Emphasis, Management and Mass Communication Minors
Heritage Financial Services March 2010 - Present
White House Black Market October 2009 - October 2012
The Outdoor Market at Midtown Crossing April 2010 - September 2010
planitOmaha August 2008 - January 2009
Skills
Social Media Marketing, Event Planning, Advertising, Marketing Communications, Sales, Microsoft Office, Marketing, Direct Marketing, Account Management, Marketing Strategy, Microsoft Excel, Facebook, Press Releases, Fundraising, Direct Mail, PowerPoint, Newsletters, Social Networking, Leadership, Customer Service, Email Marketing
Education
University of Nebraska at Omaha 2005 — 2009
Bachelor of Science, Business Administration; Marketing Emphasis, Management and Mass Communication Minors
Sean Wavrin Sean Wavrin's Heritage Financial Services Experience October 2010 - August 2012
Job Consultant at CSG International
Industry Telecommunications
Experience
CSG International March 2015 - Present
American Family Insurance September 2012 - February 2015
All About Omaha September 2012 - September 2013
Heritage Financial Services October 2010 - August 2012
Heritage Financial Services February 2009 - November 2010
Education
University of Nebraska-Lincoln 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration
Bismarck State College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
CSG International March 2015 - Present
American Family Insurance September 2012 - February 2015
All About Omaha September 2012 - September 2013
Heritage Financial Services October 2010 - August 2012
Heritage Financial Services February 2009 - November 2010
Education
University of Nebraska-Lincoln 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration
Bismarck State College 2004 — 2006
Associate of Arts (A.A.), Business Administration and Management, General
George Franceschini George Franceschini's Heritage Financial Services Experience April 2000 - March 2003
Job Administrative Services, Business Operations, and Client Services Business Professional Bridgebuilder/Ambassador
Industry Government Administration
Experience
Sequoia Senior Solutions, Inc. June 2014 - Present
Sonoma Developmental Center October 2007 - November 2012
State Compensation Insurance Fund March 2003 - October 2007
Heritage Financial Services April 2000 - March 2003
GST Corporation October 1989 - April 1999
Skills
Workers Compensation, Insurance, Health Insurance, System Administration, Customer Service, Risk Management, Policy, Healthcare, Legal Liability, Strategic Planning, Employee Benefits, Negotiation, Property & Casualty..., Budgets, Compliance, Quality Assurance, Leadership, Management, Marketing, Analysis, Training, Small Business, Time Management, Public Speaking, Process Improvement, Sales, Leadership Development, Project Planning, Access, CRM, Teamwork, Outlook, Employee Training, Human Resources, Microsoft Word, Technical Writing, Program Management, Organizational..., Community Outreach, Project Management, PowerPoint, Operations Management, Customer Satisfaction, Vendor Management, Data Entry, Team Leadership, Performance Management, Microsoft Excel, Fundraising, Nonprofits
Education
California State University-Sacramento
B.A., History - American Studies
Golden Gate University
Certificate, Transportation/Distribution Studies
Sequoia Senior Solutions, Inc. June 2014 - Present
Sonoma Developmental Center October 2007 - November 2012
State Compensation Insurance Fund March 2003 - October 2007
Heritage Financial Services April 2000 - March 2003
GST Corporation October 1989 - April 1999
Skills
Workers Compensation, Insurance, Health Insurance, System Administration, Customer Service, Risk Management, Policy, Healthcare, Legal Liability, Strategic Planning, Employee Benefits, Negotiation, Property & Casualty..., Budgets, Compliance, Quality Assurance, Leadership, Management, Marketing, Analysis, Training, Small Business, Time Management, Public Speaking, Process Improvement, Sales, Leadership Development, Project Planning, Access, CRM, Teamwork, Outlook, Employee Training, Human Resources, Microsoft Word, Technical Writing, Program Management, Organizational..., Community Outreach, Project Management, PowerPoint, Operations Management, Customer Satisfaction, Vendor Management, Data Entry, Team Leadership, Performance Management, Microsoft Excel, Fundraising, Nonprofits
Education
California State University-Sacramento
B.A., History - American Studies
Golden Gate University
Certificate, Transportation/Distribution Studies
Matthew Rein Matthew Rein's Heritage Financial Services Experience January 2015 - July 2015
Job Internal Workers Comp
Industry Financial Services
Experience
Applied Underwriters August 2015 - Present
Omaha Public Schools October 2012 - Present
Heritage Financial Services January 2015 - July 2015
AXA Advisors August 2013 - May 2014
Northwestern Mutual August 2009 - July 2013
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Education Funding, Strategic Financial..., Disability Insurance, Long Term Care Insurance, IRAs
Education
University of Nebraska at Omaha 2006 — 2011
Bachelor of Science in Business Administration, Banking, Finance, and Investment Science Portfolio Management
Abilene High School 2002 — 2006
High School Diploma, General Studies
Applied Underwriters August 2015 - Present
Omaha Public Schools October 2012 - Present
Heritage Financial Services January 2015 - July 2015
AXA Advisors August 2013 - May 2014
Northwestern Mutual August 2009 - July 2013
Skills
Retirement Planning, Fixed Annuities, Long-term Care, Education Funding, Strategic Financial..., Disability Insurance, Long Term Care Insurance, IRAs
Education
University of Nebraska at Omaha 2006 — 2011
Bachelor of Science in Business Administration, Banking, Finance, and Investment Science Portfolio Management
Abilene High School 2002 — 2006
High School Diploma, General Studies
Eva AVON Corbett Eva AVON Corbett's Heritage Financial Services Experience July 1986 - December 2008
Job AVON Products, Presidents Club
Industry Fund-Raising
Experience
Avon / Mark/ Curves Products November 2011 - Present
Heritage Financial Services July 1986 - December 2008
Skills
Animal (Dog & Cat)...
Education
Lamar University 1962 — 1962
Medical Assistant, Medical Office Assistant/Specialist
Avon / Mark/ Curves Products November 2011 - Present
Heritage Financial Services July 1986 - December 2008
Skills
Animal (Dog & Cat)...
Education
Lamar University 1962 — 1962
Medical Assistant, Medical Office Assistant/Specialist
Karen Myers Karen Myers's Heritage Financial Services Experience October 1994 - October 1998
Job Human Resources Manager at Peoples Bank SB
Industry Human Resources
Experience
First Midwest Bank October 1998 - April 2013
Heritage Financial Services October 1994 - October 1998
First of America May 1988 - October 1994
City National Bank May 1984 - May 1988
Skills
Ultipro, cfactorworks, Employee Relations, Performance Management, Mergers & Acquisitions, HRIS, Affirmative Action, Employee Benefits, HR Policies, Business Partner..., Supervisory Skills, Employment Law, Human Resources, Banking, Payroll, Onboarding, Benefits Administration, FMLA, Compensation & Benefit, Recruiting, Talent Acquisition, Training
Education
Lewis University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1980 — 1984
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
First Midwest Bank October 1998 - April 2013
Heritage Financial Services October 1994 - October 1998
First of America May 1988 - October 1994
City National Bank May 1984 - May 1988
Skills
Ultipro, cfactorworks, Employee Relations, Performance Management, Mergers & Acquisitions, HRIS, Affirmative Action, Employee Benefits, HR Policies, Business Partner..., Supervisory Skills, Employment Law, Human Resources, Banking, Payroll, Onboarding, Benefits Administration, FMLA, Compensation & Benefit, Recruiting, Talent Acquisition, Training
Education
Lewis University 2005 — 2007
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1980 — 1984
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Casey Knake's Heritage Financial Services Experience 1990 - Present
Job Financial Advisor, CFP(R), CLU, ChFC at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services 1990 - Present
Education
Briar Cliff University 1979 — 1982
Bachelor, Business Administration
University of Iowa 1978 — 1979
BA, Business
C.R. Washington
Heritage Financial Services 1990 - Present
Education
Briar Cliff University 1979 — 1982
Bachelor, Business Administration
University of Iowa 1978 — 1979
BA, Business
C.R. Washington
Nicole (McKernan) Johnson Nicole (McKernan) Johnson's Heritage Financial Services Experience January 2010 - May 2010
Job Financial Analyst/Benefits Consultant
Industry Insurance
Experience
Milliman June 2010 - Present
Heritage Financial Services January 2010 - May 2010
Asset Strategies/Kubler Financial December 2007 - July 2009
Woodmen of the World 2006 - 2007
Skills
Insurance, Underwriting, Financial Modeling, Health Insurance, Strategic Financial..., Investments, Financial Analysis, Life Insurance, Finance, Risk Management, Employee Benefits
Education
University of Nebraska at Omaha 2005 — 2009
Business, Finance and Banking
Milliman June 2010 - Present
Heritage Financial Services January 2010 - May 2010
Asset Strategies/Kubler Financial December 2007 - July 2009
Woodmen of the World 2006 - 2007
Skills
Insurance, Underwriting, Financial Modeling, Health Insurance, Strategic Financial..., Investments, Financial Analysis, Life Insurance, Finance, Risk Management, Employee Benefits
Education
University of Nebraska at Omaha 2005 — 2009
Business, Finance and Banking
Andrew J Ferguson Andrew J Ferguson's Heritage Financial Services Experience April 2007 - Present
Job Lincoln Unit Mentor
Industry Financial Services
Experience
Heritage Financial Services April 2007 - Present
NAIFA 2008 - 2010
Education
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Heritage Financial Services April 2007 - Present
NAIFA 2008 - 2010
Education
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Daniel Zabek Daniel Zabek's Heritage Financial Services Experience January 2011 - May 2011
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte October 2014 - Present
PwC August 2012 - July 2014
KPMG España January 2012 - July 2012
Level 3 Communications May 2011 - August 2011
Heritage Financial Services January 2011 - May 2011
Starbucks 2007 - 2011
Skills
Strategic Consulting, Organizational Design, Team Management, Team Leadership, Project Management, Strategy, Financial Analysis, SAP, Business Process, Forecasting, Procurement, Management, Risk Management, Analysis, Consulting, International Business, Spanish, Polish, Press Releases, Business Analysis, Microsoft Office, Cash Flow, Finance, Budget Development, SharePoint, Financial Modeling, Cash Handling, MS Office Suite, Order Management, Process Improvement, Financial Reporting, Management Consulting, Leadership, Business Strategy, Microsoft Excel, Change Management, Business Process..., Program Management, Strategic Planning, Talent Management, Corporate Finance, Integration, Negotiation, Customer Service, Social Media, Recruiting, Performance Management
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics and Business
Universidad Complutense de Madrid 2010 — 2010
Bachelor of Arts - Licienciatura, Financial Economics and Mathematics
Universitat Pompeu Fabra 2009 — 2009
Bachelor of Arts - Licienciatura, Financial Economics and Econometrics
Aquinas 2003 — 2007
High School Diploma
Deloitte October 2014 - Present
PwC August 2012 - July 2014
KPMG España January 2012 - July 2012
Level 3 Communications May 2011 - August 2011
Heritage Financial Services January 2011 - May 2011
Starbucks 2007 - 2011
Skills
Strategic Consulting, Organizational Design, Team Management, Team Leadership, Project Management, Strategy, Financial Analysis, SAP, Business Process, Forecasting, Procurement, Management, Risk Management, Analysis, Consulting, International Business, Spanish, Polish, Press Releases, Business Analysis, Microsoft Office, Cash Flow, Finance, Budget Development, SharePoint, Financial Modeling, Cash Handling, MS Office Suite, Order Management, Process Improvement, Financial Reporting, Management Consulting, Leadership, Business Strategy, Microsoft Excel, Change Management, Business Process..., Program Management, Strategic Planning, Talent Management, Corporate Finance, Integration, Negotiation, Customer Service, Social Media, Recruiting, Performance Management
Education
University of Rochester 2007 — 2011
Bachelor of Arts, Financial Economics and Business
Universidad Complutense de Madrid 2010 — 2010
Bachelor of Arts - Licienciatura, Financial Economics and Mathematics
Universitat Pompeu Fabra 2009 — 2009
Bachelor of Arts - Licienciatura, Financial Economics and Econometrics
Aquinas 2003 — 2007
High School Diploma
Elizabeth Paller Elizabeth Paller's Heritage Financial Services Experience 1987 - 1998
Job Legal Billing Specialist
Industry Legal Services
Experience
Leahy Eisenberg & Fraenkel July 2014 - Present
Mosher & Associates, LLC September 2013 - June 2014
Garofalo, Schreiber, Hart & Storm 2004 - June 2013
Intrust/ Millenium Trust Company 1998 - 2004
Heritage Financial Services 1987 - 1998
Skills
Spreadsheets, Accounting, Bank Reconciliation, Accounts Receivable, Auditing, Analysis, Credit, Account Reconciliation, Reconciliation, Banking, Payments, General Ledger, Financial Statements, Mutual Funds, QuickBooks, Bookkeeping, Payroll, Deposits, Expenses
Education
Moraine Valley Community College
Leahy Eisenberg & Fraenkel July 2014 - Present
Mosher & Associates, LLC September 2013 - June 2014
Garofalo, Schreiber, Hart & Storm 2004 - June 2013
Intrust/ Millenium Trust Company 1998 - 2004
Heritage Financial Services 1987 - 1998
Skills
Spreadsheets, Accounting, Bank Reconciliation, Accounts Receivable, Auditing, Analysis, Credit, Account Reconciliation, Reconciliation, Banking, Payments, General Ledger, Financial Statements, Mutual Funds, QuickBooks, Bookkeeping, Payroll, Deposits, Expenses
Education
Moraine Valley Community College
Dan Swanson Dan Swanson's Heritage Financial Services Experience March 2015 - Present
Job Financial Advisor at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services March 2015 - Present
American National Bank September 2014 - January 2015
Edward Jones July 2011 - September 2014
United Methodist Church June 2008 - June 2011
Skills
Finance, Event Planning, Public Speaking, Customer Service, Leadership, Marketing, Team Building, Strategic Planning, Social Media, Marketing Strategy, Social Media Marketing, Sales, Microsoft Office, Social Networking, Public Relations, Event Management, Management, Insurance, Life Insurance, 401k, Asset Management, Banking, Budgets, Coaching, College Savings Plans, Credit, Disability Insurance, Employee Benefits, Estate Planning, Fundraising, Health Insurance, IRAs, Leadership Development, Loans, Long Term Care Insurance, Long-term Care, Microsoft Excel, Microsoft Word, Mortgage Lending, Nonprofits, Portfolio Management, Securities, Small Business, Term Life Insurance, Whole Life
Education
Saint Paul School of Theology 2008 — 2011
Master of Divinity (M.Div.), Pastoral Studies/Counseling
Peru State College 2005 — 2008
Bachelor of Science, Elementary Education and Teaching
Heritage Financial Services March 2015 - Present
American National Bank September 2014 - January 2015
Edward Jones July 2011 - September 2014
United Methodist Church June 2008 - June 2011
Skills
Finance, Event Planning, Public Speaking, Customer Service, Leadership, Marketing, Team Building, Strategic Planning, Social Media, Marketing Strategy, Social Media Marketing, Sales, Microsoft Office, Social Networking, Public Relations, Event Management, Management, Insurance, Life Insurance, 401k, Asset Management, Banking, Budgets, Coaching, College Savings Plans, Credit, Disability Insurance, Employee Benefits, Estate Planning, Fundraising, Health Insurance, IRAs, Leadership Development, Loans, Long Term Care Insurance, Long-term Care, Microsoft Excel, Microsoft Word, Mortgage Lending, Nonprofits, Portfolio Management, Securities, Small Business, Term Life Insurance, Whole Life
Education
Saint Paul School of Theology 2008 — 2011
Master of Divinity (M.Div.), Pastoral Studies/Counseling
Peru State College 2005 — 2008
Bachelor of Science, Elementary Education and Teaching
John C. Wagner John C. Wagner's Heritage Financial Services Experience 2007 - 2008
Job National Account Executive
Industry Real Estate
Experience
ServiceLink, A Black Knight Company August 2015 - Present
US Bank Home Mortgage July 2010 - July 2015
Top Flite Financial 2008 - 2011
Heritage Financial Services 2007 - 2008
Alliance Mortgage Group 2003 - 2007
Skills
Mortgage Lending, Loans, FHA, USDA, Credit, VA loans, Refinance, Mortgage Banking, Loan Origination, Real Estate, Residential Mortgages, Investment Properties, Referrals, Real Estate Transactions, Government Loans, FHA financing, Home Equity Lines of..., Mortgage Underwriting, Home Equity Loans, Mortgage Servicing, HUD, REO, Home Equity, Certified Mortgage..., Credit Analysis, First Time Home Buyers, Sales, Residential Homes, Real Estate Financing, Construction Loans, Banking, Consumer Lending, Sellers, Underwriting, VA Loans, New Home Sales, Investors, Condos, Short Sales, Finance, FHA Financing, Commercial Lending, Reverse Mortgages
Education
University of South Florida 1997 — 1999
Business and Network Marketing
King Sr. High School 1989 — 1998
Diploma
ServiceLink, A Black Knight Company August 2015 - Present
US Bank Home Mortgage July 2010 - July 2015
Top Flite Financial 2008 - 2011
Heritage Financial Services 2007 - 2008
Alliance Mortgage Group 2003 - 2007
Skills
Mortgage Lending, Loans, FHA, USDA, Credit, VA loans, Refinance, Mortgage Banking, Loan Origination, Real Estate, Residential Mortgages, Investment Properties, Referrals, Real Estate Transactions, Government Loans, FHA financing, Home Equity Lines of..., Mortgage Underwriting, Home Equity Loans, Mortgage Servicing, HUD, REO, Home Equity, Certified Mortgage..., Credit Analysis, First Time Home Buyers, Sales, Residential Homes, Real Estate Financing, Construction Loans, Banking, Consumer Lending, Sellers, Underwriting, VA Loans, New Home Sales, Investors, Condos, Short Sales, Finance, FHA Financing, Commercial Lending, Reverse Mortgages
Education
University of South Florida 1997 — 1999
Business and Network Marketing
King Sr. High School 1989 — 1998
Diploma
Sammy Azzouz, JD, CFP®'s Heritage Financial Services Experience April 2013 - Present
Job Senior Wealth Manager at Heritage Financial
Industry Investment Management
Experience
Heritage Financial Services April 2013 - Present
Manning & Napier Advisors August 2005 - March 2013
B & D Advisors (Bowditch & Dewey affiliate) January 2003 - August 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Investment Strategies, Estate Tax Planning, Asset Management, Portfolio Management, Financial Planning, Business Development, Management, CFP, Charitable Gift Planning, Personal Tax Planning, Cash Flow Forecasting, Asset Protection, Retirement Plan..., Portfolio Assessment, Real Estate Investor, Charitable Trusts, Long-term Care, Irrevocable Life..., Life Insurance, Revocable Trusts, Taxation of Trusts, Investments, Retirement, Investment Management, Financial Advisory, Finance, Insurance, Wealth Management..., Mutual Funds, Wealth, Financial Planners, 401k, Financial Services, High Net Worth..., Alternative Investments, Personal Financial..., Securities, Trusts, Equities, Certified Divorce...
Education
University of Maryland School of Law 1997 — 2000
Juris Doctor, Law
University of Toronto - New College 1994 — 1997
Bachelor of Arts, Political Science
Cairo American College 1992 — 1993
American School of Kuwait 1986 — 1992
Heritage Financial Services April 2013 - Present
Manning & Napier Advisors August 2005 - March 2013
B & D Advisors (Bowditch & Dewey affiliate) January 2003 - August 2005
Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Estate Planning, Asset Allocation, Investment Strategies, Estate Tax Planning, Asset Management, Portfolio Management, Financial Planning, Business Development, Management, CFP, Charitable Gift Planning, Personal Tax Planning, Cash Flow Forecasting, Asset Protection, Retirement Plan..., Portfolio Assessment, Real Estate Investor, Charitable Trusts, Long-term Care, Irrevocable Life..., Life Insurance, Revocable Trusts, Taxation of Trusts, Investments, Retirement, Investment Management, Financial Advisory, Finance, Insurance, Wealth Management..., Mutual Funds, Wealth, Financial Planners, 401k, Financial Services, High Net Worth..., Alternative Investments, Personal Financial..., Securities, Trusts, Equities, Certified Divorce...
Education
University of Maryland School of Law 1997 — 2000
Juris Doctor, Law
University of Toronto - New College 1994 — 1997
Bachelor of Arts, Political Science
Cairo American College 1992 — 1993
American School of Kuwait 1986 — 1992
Drake C. Johnson Drake C. Johnson's Heritage Financial Services Experience August 2013 - October 2014
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade October 2014 - Present
Heritage Financial Services August 2013 - October 2014
Securian Financial Group August 2013 - October 2014
Edward Jones January 2013 - April 2013
Skills
Strategic Financial..., Asset Allocation, Investment Strategies, Mutual Funds
Education
Morningside College 2007 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
TD Ameritrade October 2014 - Present
Heritage Financial Services August 2013 - October 2014
Securian Financial Group August 2013 - October 2014
Edward Jones January 2013 - April 2013
Skills
Strategic Financial..., Asset Allocation, Investment Strategies, Mutual Funds
Education
Morningside College 2007 — 2012
Bachelor of Arts (BA), Business Administration and Management, General
Preston Speece Preston Speece's Heritage Financial Services Experience January 2005 - Present
Job Vice PresidentSales and Advisor Development at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services January 2005 - Present
Skills
Investments
Education
Hastings College 1991 — 1995
BA, Business Admin
St. Paul High School 1988 — 1991
Diploma
Heritage Financial Services January 2005 - Present
Skills
Investments
Education
Hastings College 1991 — 1995
BA, Business Admin
St. Paul High School 1988 — 1991
Diploma
Benjamin Crowder Benjamin Crowder's Heritage Financial Services Experience December 2002 - February 2004
Job Wealth Advisor at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking June 2015 - Present
Northern Trust Corporation February 2004 - May 2015
Heritage Financial Services December 2002 - February 2004
DWS Investments January 2001 - December 2002
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth Management..., FINRA, Analysis, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Equities, Series 7, Investment Advisory, Portfolio Management, High Net Worth...
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.)
DePaul University
Financial Planning Certificate
Centennial High School - Utica, NE 1992 — 1995
High School
BMO Private Banking June 2015 - Present
Northern Trust Corporation February 2004 - May 2015
Heritage Financial Services December 2002 - February 2004
DWS Investments January 2001 - December 2002
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth Management..., FINRA, Analysis, Asset Allocation, Mutual Funds, Asset Management, Investment Strategies, Investment Management, Alternative Investments, Equities, Series 7, Investment Advisory, Portfolio Management, High Net Worth...
Education
University of Nebraska-Lincoln 1996 — 2000
Bachelor of Business Administration (B.B.A.)
DePaul University
Financial Planning Certificate
Centennial High School - Utica, NE 1992 — 1995
High School
David Golini David Golini's Heritage Financial Services Experience July 2014 - Present
Job Estate Planner at Heritage Financial Services
Industry Internet
Experience
Heritage Financial Services July 2014 - Present
Communities for Cause November 2012 - June 2014
Spreebird, formerly Screamin Daily Deals 2010 - 2012
Where2GetIt.com 2007 - 2010
Local.com 2000 - 2007
Skills
Online Advertising, Online Marketing, Sales Management, Sales Process, Sales, Start-ups, Mobile Marketing, Social Media, Selling Skills, Qualifying Prospects, Sales Performance, Account Management, Advertising, Selling, Lead Generation, Entrepreneurship, Leadership, Cold Calling, Customer Acquisition, Web Marketing, Training, Management, Mobile Advertising, Cause Marketing, Fundraising, Managing Start-ups
Education
Merrimack College
Bachelor's degree, Marketing
Heritage Financial Services July 2014 - Present
Communities for Cause November 2012 - June 2014
Spreebird, formerly Screamin Daily Deals 2010 - 2012
Where2GetIt.com 2007 - 2010
Local.com 2000 - 2007
Skills
Online Advertising, Online Marketing, Sales Management, Sales Process, Sales, Start-ups, Mobile Marketing, Social Media, Selling Skills, Qualifying Prospects, Sales Performance, Account Management, Advertising, Selling, Lead Generation, Entrepreneurship, Leadership, Cold Calling, Customer Acquisition, Web Marketing, Training, Management, Mobile Advertising, Cause Marketing, Fundraising, Managing Start-ups
Education
Merrimack College
Bachelor's degree, Marketing
Missy Rau's Heritage Financial Services Experience November 2014 - Present
Job
Industry Human Resources
Experience
Heritage Financial Services November 2014 - Present
ResearchUSA and Database101 February 2012 - September 2014
Skills
Leadership, Management, Insurance, Microsoft Office, Microsoft Excel, Outlook, Time Management, Data Entry, Microsoft Word, Coaching, Recruiting, Customer Service, Human Resources, Interviews, Training, Sales
Education
Metropolitan Community College 2003 — 2003
Licensure/Certification, Practical Nursing, Vocational Nursing and Nursing Assistants
Iowa Western Community College 1999 — 2000
Licensure/Certification, Medication Aide
Kanesville High School 1996 — 1997
High School Diploma
Heritage Financial Services November 2014 - Present
ResearchUSA and Database101 February 2012 - September 2014
Skills
Leadership, Management, Insurance, Microsoft Office, Microsoft Excel, Outlook, Time Management, Data Entry, Microsoft Word, Coaching, Recruiting, Customer Service, Human Resources, Interviews, Training, Sales
Education
Metropolitan Community College 2003 — 2003
Licensure/Certification, Practical Nursing, Vocational Nursing and Nursing Assistants
Iowa Western Community College 1999 — 2000
Licensure/Certification, Medication Aide
Kanesville High School 1996 — 1997
High School Diploma
Tyler Egli Tyler Egli's Heritage Financial Services Experience May 2013 - September 2013
Job On Premise Sales Representative at MillerCoors
Industry Food & Beverages
Experience
MillerCoors January 2015 - Present
Swedish Match September 2013 - December 2014
Heritage Financial Services May 2013 - September 2013
Skills
Leadership, Team Leadership, Microsoft Office, English, Public Speaking, Team Work, Social Media
Education
University of Nebraska at Omaha 2010 — 2013
Bachelor's degree, General: Business, Exercise Science; Economics
University of North Carolina at Pembroke 2008 — 2010
Business Management
MillerCoors January 2015 - Present
Swedish Match September 2013 - December 2014
Heritage Financial Services May 2013 - September 2013
Skills
Leadership, Team Leadership, Microsoft Office, English, Public Speaking, Team Work, Social Media
Education
University of Nebraska at Omaha 2010 — 2013
Bachelor's degree, General: Business, Exercise Science; Economics
University of North Carolina at Pembroke 2008 — 2010
Business Management
Annie Kawamoto Annie Kawamoto's Heritage Financial Services Experience September 2012 - August 2013
Job Coordinator, College of Engineering at University of South Carolina
Industry Marketing and Advertising
Experience
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) June 2014 - January 2015
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) September 2013 - June 2014
Heritage Financial Services September 2012 - August 2013
Omaha Fashion Week June 2011 - June 2012
American Marketing Association Creighton Chapter January 2011 - January 2012
Anna Tyler Waite Leadership Program September 2008 - January 2012
Creighton Business Symposium January 2010 - November 2011
Creighton University May 2010 - May 2011
Creighton University January 2010 - May 2011
Skills
Advertising, Microsoft Excel, Blogging, Social Media, Leadership Development, Sales, Marketing, Facebook, Research, Web Design
Education
Creighton University 2008 — 2012
BSBA, Marketing, Finance, and Social Entreprenuership
Dutch Fork High School 2004 — 2008
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) June 2014 - January 2015
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) September 2013 - June 2014
Heritage Financial Services September 2012 - August 2013
Omaha Fashion Week June 2011 - June 2012
American Marketing Association Creighton Chapter January 2011 - January 2012
Anna Tyler Waite Leadership Program September 2008 - January 2012
Creighton Business Symposium January 2010 - November 2011
Creighton University May 2010 - May 2011
Creighton University January 2010 - May 2011
Skills
Advertising, Microsoft Excel, Blogging, Social Media, Leadership Development, Sales, Marketing, Facebook, Research, Web Design
Education
Creighton University 2008 — 2012
BSBA, Marketing, Finance, and Social Entreprenuership
Dutch Fork High School 2004 — 2008
Gabriel Winter's Heritage Financial Services Experience July 2015 - August 2015
Job Financial Advisor, Entrepreneur, Marketing and Small Business Enthusiast
Industry Financial Services
Experience
Local Community Board September 2009 - Present
Heritage Financial Services July 2015 - August 2015
Rick Anderson Enterprises, Inc. (Rick A. Anderson Image Gallery) September 2014 - November 2014
JR Roofing, LLC July 2012 - July 2014
J.P. Morgan February 2012 - July 2012
Morgan Stanley May 2011 - November 2011
JP Morgan Chase November 2009 - May 2011
Bank of America January 2007 - November 2009
Army National Guard October 1999 - October 2007
Veterans Administration January 2004 - May 2005
Skills
Account Management, Loans, Banking, Customer Relations, Customer Service, Real Estate, Problem Solving, Microsoft Office, Research, Team Building, Event Planning, Start-ups, Small Business, Social Media Marketing, Social Media, Administration, Writing, Coaching, Mentoring, Investments, Asset Management, Insurance, Negotiation, Accounting, Public Relations, Content Writing, Business Development, People Development, Retail, Process Improvement, Management, Sales Management, Team Leadership, Analysis, Training, Contract Negotiation, Marketing Strategy, Integration, Sales, Strategic Planning, Project Planning, Leadership, Risk Management, Business Planning, Budgets, Data Analysis, Selling, New Business Development, Marketing, Time Management
Education
Academy of Art University 2013 — 2016
Master's degree in Fine Arts, Web Design and New Media
University for Study Abroad Consortium 2006 — 2006
Spanish Study in Costa Rica, Spanish Immersion
University of Iowa 2003 — 2006
B.A. in Communications/Business Administration, Public Relations, Marketing, Capital Acquisitions, Entrepreneurship, Management, Economics
Des Moines Area Community College 1999 — 2001
Liberal Arts, General Education, Creative Writing, Humanities, Psychology, Arts, and Business
Local Community Board September 2009 - Present
Heritage Financial Services July 2015 - August 2015
Rick Anderson Enterprises, Inc. (Rick A. Anderson Image Gallery) September 2014 - November 2014
JR Roofing, LLC July 2012 - July 2014
J.P. Morgan February 2012 - July 2012
Morgan Stanley May 2011 - November 2011
JP Morgan Chase November 2009 - May 2011
Bank of America January 2007 - November 2009
Army National Guard October 1999 - October 2007
Veterans Administration January 2004 - May 2005
Skills
Account Management, Loans, Banking, Customer Relations, Customer Service, Real Estate, Problem Solving, Microsoft Office, Research, Team Building, Event Planning, Start-ups, Small Business, Social Media Marketing, Social Media, Administration, Writing, Coaching, Mentoring, Investments, Asset Management, Insurance, Negotiation, Accounting, Public Relations, Content Writing, Business Development, People Development, Retail, Process Improvement, Management, Sales Management, Team Leadership, Analysis, Training, Contract Negotiation, Marketing Strategy, Integration, Sales, Strategic Planning, Project Planning, Leadership, Risk Management, Business Planning, Budgets, Data Analysis, Selling, New Business Development, Marketing, Time Management
Education
Academy of Art University 2013 — 2016
Master's degree in Fine Arts, Web Design and New Media
University for Study Abroad Consortium 2006 — 2006
Spanish Study in Costa Rica, Spanish Immersion
University of Iowa 2003 — 2006
B.A. in Communications/Business Administration, Public Relations, Marketing, Capital Acquisitions, Entrepreneurship, Management, Economics
Des Moines Area Community College 1999 — 2001
Liberal Arts, General Education, Creative Writing, Humanities, Psychology, Arts, and Business
Bob Weisse, CFA, CFP®'s Heritage Financial Services Experience August 2004 - Present
Job Partner, Chief Investment Officer at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services August 2004 - Present
Skills
Portfolio Management, Financial Advisory, Investment Advisory, Wealth Management, Securities, Investment Management, Mutual Funds, Strategic Financial..., Retirement, Asset Allocation, Investment Strategies, Wealth, Asset Management, Alternative Investments, ETFs, Financial Planning, Independent Financial..., Investments, Registered Investment..., Chartered Financial..., Certified Financial..., Finance, Retirement Planning, High Net Worth..., Wealth Management..., Bonds, Equities, Hedge Funds, Fixed Income
Education
Babson College 2000 — 2004
Bachelor's Degree
Heritage Financial Services August 2004 - Present
Skills
Portfolio Management, Financial Advisory, Investment Advisory, Wealth Management, Securities, Investment Management, Mutual Funds, Strategic Financial..., Retirement, Asset Allocation, Investment Strategies, Wealth, Asset Management, Alternative Investments, ETFs, Financial Planning, Independent Financial..., Investments, Registered Investment..., Chartered Financial..., Certified Financial..., Finance, Retirement Planning, High Net Worth..., Wealth Management..., Bonds, Equities, Hedge Funds, Fixed Income
Education
Babson College 2000 — 2004
Bachelor's Degree
Josh Grosvenor Josh Grosvenor's Heritage Financial Services Experience November 2011 - Present
Job Field Operations Sales Coordinator at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2013 - Present
Heritage Financial Services November 2011 - Present
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Critical Illness, Life
Education
Iowa State University - College of Business 2005 — 2010
B.S., Business Economics
Lincoln Financial Group May 2013 - Present
Heritage Financial Services November 2011 - Present
Skills
Insurance, Disability Insurance, Life Insurance, Employee Benefits, Critical Illness, Life
Education
Iowa State University - College of Business 2005 — 2010
B.S., Business Economics
Jessica Montville Jessica Montville's Heritage Financial Services Experience April 2009 - October 2012
Job Web/Graphic Design Artist
Industry Graphic Design
Experience
The Guidance Center January 2014 - Present
Born 2 Be Graphic January 2011 - Present
Heritage Financial Services April 2009 - October 2012
Greater Media, Inc. August 2011 - November 2011
Hyman Lippitt, P.C. June 2003 - December 2008
Skills
Accounts Receivable, Windows Office Suite, Adobe Creative Suite 4, Highly skilled in web..., Organizing Information, Digital Photo..., Adobe Creative Suite 5, Web Design, Adobe Creative Suite, Microsoft Office, Graphic Design
Education
Specs Howard 2010 — 2011
Diploma, Graphic Design
Oakland Community College 2006 — 2008
Accounting
The Guidance Center January 2014 - Present
Born 2 Be Graphic January 2011 - Present
Heritage Financial Services April 2009 - October 2012
Greater Media, Inc. August 2011 - November 2011
Hyman Lippitt, P.C. June 2003 - December 2008
Skills
Accounts Receivable, Windows Office Suite, Adobe Creative Suite 4, Highly skilled in web..., Organizing Information, Digital Photo..., Adobe Creative Suite 5, Web Design, Adobe Creative Suite, Microsoft Office, Graphic Design
Education
Specs Howard 2010 — 2011
Diploma, Graphic Design
Oakland Community College 2006 — 2008
Accounting
Aaron Ostler's Heritage Financial Services Experience June 2005 - Present
Job Financial Advisor at Heritage Financial Services
Industry Financial Services
Experience
BSA January 2013 - Present
Heritage Financial Services June 2005 - Present
Sizzler Steak House March 1996 - March 2005
Skills
Disability Insurance, Insurance, Financial Analysis, Financial Planning, Estate Planning, Long Term Care, Employee Benefits, Asset Management, Leadership, Life Insurance, Investments, Management, Customer Service, Public Speaking, Series 7, Strategic Planning, Team Building, Process Improvement
Education
University of Nebraska at Omaha 2004 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
Bear River High School 1989 — 1993
BSA January 2013 - Present
Heritage Financial Services June 2005 - Present
Sizzler Steak House March 1996 - March 2005
Skills
Disability Insurance, Insurance, Financial Analysis, Financial Planning, Estate Planning, Long Term Care, Employee Benefits, Asset Management, Leadership, Life Insurance, Investments, Management, Customer Service, Public Speaking, Series 7, Strategic Planning, Team Building, Process Improvement
Education
University of Nebraska at Omaha 2004 — 2006
Bachelor's degree, Human Resources Management/Personnel Administration, General
Bear River High School 1989 — 1993
Jeanne Boisen-Baum, CFP(R), ChFC Jeanne Boisen-Baum, CFP(R), ChFC's Heritage Financial Services Experience September 2007 - Present
Job Financial Advisor at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services September 2007 - Present
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Helping Others Succeed, Retirement, 401k, Wealth Management, Investments, Estate Planning, Strategic Financial...
Education
University of Iowa 1978 — 1986
Bachelors of Business Administration, Finance
School name:
Heritage Financial Services September 2007 - Present
Skills
Retirement Planning, Disability Insurance, Fixed Annuities, Helping Others Succeed, Retirement, 401k, Wealth Management, Investments, Estate Planning, Strategic Financial...
Education
University of Iowa 1978 — 1986
Bachelors of Business Administration, Finance
School name:
Josh Replogle Josh Replogle's Heritage Financial Services Experience September 2010 - November 2011
Job Experienced Sales Consultant looking for new opportunities
Industry Retail
Experience
Woodhouse Auto Family December 2011 - May 2015
Heritage Financial Services September 2010 - November 2011
Woodhouse Auto Family May 2006 - January 2010
Skills
Communication, Customer Relations, Sales, Management, Performance Motivation, Fixed Annuities, Customer Service, Insurance, Disability Insurance, Life Insurance, Microsoft Excel, Retirement, Leadership, Strategic Planning
Education
Nebraska Wesleyan University 2002 — 2006
B.S. Business Adminstration, Finance, Coaching
Beatrice High School 1998 — 2002
Woodhouse Auto Family December 2011 - May 2015
Heritage Financial Services September 2010 - November 2011
Woodhouse Auto Family May 2006 - January 2010
Skills
Communication, Customer Relations, Sales, Management, Performance Motivation, Fixed Annuities, Customer Service, Insurance, Disability Insurance, Life Insurance, Microsoft Excel, Retirement, Leadership, Strategic Planning
Education
Nebraska Wesleyan University 2002 — 2006
B.S. Business Adminstration, Finance, Coaching
Beatrice High School 1998 — 2002
Eva Corbett's Heritage Financial Services Experience February 1986 - October 2008
Job Fundraising Director Friends of Sheriff's K9 Unit
Industry Fund-Raising
Experience
Mohave County Sheriff's K-9 Unit September 2014 - Present
AVON MARK PRODUCTS July 2009 - Present
Heritage Financial Services February 1986 - October 2008
Skills
Fundraising & Event..., Merchandising, Inventory Management, Property & Casualty..., Social Media, Customer Service, Event Planning, Advertising, Marketing, PowerPoint, Social Media Marketing, Media Relations, Social Networking, Public Speaking, Small Business, Team Building, Facebook, Public Relations, Community Service, Event Management, Sales, Online Marketing, Entrepreneurship, Nonprofits, Email Marketing, Fundraising, Strategic Planning, Leadership, Marketing Strategy, Budgets, Coaching, Management
Education
Lamar University 1962 — 1963
Medical Assistant, Medical/Clinical Assistant
Lamar University 1961 — 1962
Certification Dr. Assistant, Medical Office Assistant/Specialist, A
Mohave County Sheriff's K-9 Unit September 2014 - Present
AVON MARK PRODUCTS July 2009 - Present
Heritage Financial Services February 1986 - October 2008
Skills
Fundraising & Event..., Merchandising, Inventory Management, Property & Casualty..., Social Media, Customer Service, Event Planning, Advertising, Marketing, PowerPoint, Social Media Marketing, Media Relations, Social Networking, Public Speaking, Small Business, Team Building, Facebook, Public Relations, Community Service, Event Management, Sales, Online Marketing, Entrepreneurship, Nonprofits, Email Marketing, Fundraising, Strategic Planning, Leadership, Marketing Strategy, Budgets, Coaching, Management
Education
Lamar University 1962 — 1963
Medical Assistant, Medical/Clinical Assistant
Lamar University 1961 — 1962
Certification Dr. Assistant, Medical Office Assistant/Specialist, A
Andrea (Manfre) Maertz Andrea (Manfre) Maertz's Heritage Financial Services Experience June 2014 - Present
Job Recruiting Professional
Industry Internet
Experience
Heritage Financial Services June 2014 - Present
Internet Brands July 2012 - June 2014
AppleOne Employment Services March 2011 - July 2012
Nordstrom May 2010 - February 2011
Skills
Recruiting, Interviews, Temporary Placement, Applicant Tracking..., Screening, Internet Recruiting, Management, College Recruiting, Marketing, Social Media, Temporary Staffing, Technical Recruiting, Talent Acquisition, Account Management, Social Networking, Cold Calling, Sourcing, Staffing Services, Lead Generation, Microsoft Office, Onboarding, Taleo, Microsoft Excel, Screening Resumes, Networking, Human Resources, Leadership, Microsoft Word, Contract Recruitment, Full-life Cycle..., Time Management, Customer Retention, CareerBuilder, Recruitment Advertising, Employee Relations, Research, Direct Sales, Hiring, Training, Benefits Negotiation, PowerPoint, Consulting, Resume Writing, Job Fairs, Building Relationships, Employer Branding, Talent Management, HRIS, Corporate Recruiting
Education
California State University-Fullerton 2005 — 2010
Bachelor of Arts, Business Administration with a Concentration in Marketing
Heritage Financial Services June 2014 - Present
Internet Brands July 2012 - June 2014
AppleOne Employment Services March 2011 - July 2012
Nordstrom May 2010 - February 2011
Skills
Recruiting, Interviews, Temporary Placement, Applicant Tracking..., Screening, Internet Recruiting, Management, College Recruiting, Marketing, Social Media, Temporary Staffing, Technical Recruiting, Talent Acquisition, Account Management, Social Networking, Cold Calling, Sourcing, Staffing Services, Lead Generation, Microsoft Office, Onboarding, Taleo, Microsoft Excel, Screening Resumes, Networking, Human Resources, Leadership, Microsoft Word, Contract Recruitment, Full-life Cycle..., Time Management, Customer Retention, CareerBuilder, Recruitment Advertising, Employee Relations, Research, Direct Sales, Hiring, Training, Benefits Negotiation, PowerPoint, Consulting, Resume Writing, Job Fairs, Building Relationships, Employer Branding, Talent Management, HRIS, Corporate Recruiting
Education
California State University-Fullerton 2005 — 2010
Bachelor of Arts, Business Administration with a Concentration in Marketing
Steve Jacobsmeier, CFP®, ChFC, CLU's Heritage Financial Services Experience March 2005 - Present
Job Senior Wealth Manager
Industry Financial Services
Experience
Heritage Financial Services March 2005 - Present
Skills
Financial Planning, Investments, Wealth, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Investment Advisory, Mutual Funds, Portfolio Management
Education
Baldwin Wallace University 1988 — 1992
Heritage Financial Services March 2005 - Present
Skills
Financial Planning, Investments, Wealth, Wealth Management, Asset Allocation, Asset Management, Retirement Planning, Investment Advisory, Mutual Funds, Portfolio Management
Education
Baldwin Wallace University 1988 — 1992
Lawson Mabry's Heritage Financial Services Experience 1989 - 1999
Job Director at First Advantage Bancorp
Industry Real Estate
Experience
Coldwell Banker Conroy, Marable & Holleman, Inc. 1977 - Present
First Advantage Bancorp 2006 - Present
Heritage Financial Services 1989 - 1999
Skills
Real Estate, Investment Properties
Education
Austin Peay State University 1972 — 1977
B.S.
Coldwell Banker Conroy, Marable & Holleman, Inc. 1977 - Present
First Advantage Bancorp 2006 - Present
Heritage Financial Services 1989 - 1999
Skills
Real Estate, Investment Properties
Education
Austin Peay State University 1972 — 1977
B.S.
Rich Vonderlage's Heritage Financial Services Experience March 1984 - Present
Job Financial Advisor at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services March 1984 - Present
Financial Advisor at Mutual of Omaha 1984 - 2000
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Insurance, Fixed Annuities, Estate Planning
Education
Midland University
Heritage Financial Services March 1984 - Present
Financial Advisor at Mutual of Omaha 1984 - 2000
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Insurance, Fixed Annuities, Estate Planning
Education
Midland University
Amber Jaworski's Heritage Financial Services Experience 2000 - 2003
Job HR Manager at Pella Corporation
Industry Consumer Goods
Experience
Pella Corporation August 2011 - Present
Pella Corporation March 2010 - October 2011
Pella Corporation October 2005 - March 2010
Brunswick Bowling & Billiards 2003 - 2005
Heritage Financial Services 2000 - 2003
Skills
Employee Benefits, Kaizen, Leadership, Employee Relations, Employment, Recruiting, Community Service, Human Resources, Personnel Management, Onboarding, Succession Planning, Benefits Administration, Talent Management, Employee Engagement, Talent Acquisition, Performance Management, Interviews, Team Building, HR Policies, Conflict Resolution, Leadership Development, Employee Training, PeopleSoft, Organizational..., Training, Hiring, Temporary Placement, Coaching, Continuous Improvement, Legal Compliance, New Hire Orientations, FMLA, Budgets, College Recruiting, Deferred Compensation, Labor Relations, Workforce Planning
Education
University of Nebraska at Omaha 1999 — 2001
Bachelors, Human Resources
Indian Hills Community College 1997 — 1999
Career Options Degree/Associate of Arts, Business Management
Grinnell Community High School 1993 — 1997
General, General
Pella Corporation August 2011 - Present
Pella Corporation March 2010 - October 2011
Pella Corporation October 2005 - March 2010
Brunswick Bowling & Billiards 2003 - 2005
Heritage Financial Services 2000 - 2003
Skills
Employee Benefits, Kaizen, Leadership, Employee Relations, Employment, Recruiting, Community Service, Human Resources, Personnel Management, Onboarding, Succession Planning, Benefits Administration, Talent Management, Employee Engagement, Talent Acquisition, Performance Management, Interviews, Team Building, HR Policies, Conflict Resolution, Leadership Development, Employee Training, PeopleSoft, Organizational..., Training, Hiring, Temporary Placement, Coaching, Continuous Improvement, Legal Compliance, New Hire Orientations, FMLA, Budgets, College Recruiting, Deferred Compensation, Labor Relations, Workforce Planning
Education
University of Nebraska at Omaha 1999 — 2001
Bachelors, Human Resources
Indian Hills Community College 1997 — 1999
Career Options Degree/Associate of Arts, Business Management
Grinnell Community High School 1993 — 1997
General, General
Bob Babich's Heritage Financial Services Experience March 1999 - Present
Job VP MANAGER at Heritage Financial Services
Industry Financial Services
Experience
Babich & Associates August 1999 - Present
Heritage Financial Services March 1999 - Present
Education
Miami University 1965 — 1969
BS, EDUCATION
Babich & Associates August 1999 - Present
Heritage Financial Services March 1999 - Present
Education
Miami University 1965 — 1969
BS, EDUCATION
Mark Brungardt's Heritage Financial Services Experience May 2007 - Present
Job Advisor at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services May 2007 - Present
Skills
Financial Planning, Insurance Planning, Investment Advisory
Education
University of Nebraska at Omaha 2005 — 2007
Business Finance
University of Nebraska-Lincoln 2002 — 2004
Business Finance
Heritage Financial Services May 2007 - Present
Skills
Financial Planning, Insurance Planning, Investment Advisory
Education
University of Nebraska at Omaha 2005 — 2007
Business Finance
University of Nebraska-Lincoln 2002 — 2004
Business Finance
m.r. hill's Heritage Financial Services Experience August 2000 - August 2001
Job Student Services Representative/ Scholarship Coordinator at Howard University
Industry Government Administration
Experience
Howard University July 2011 - Present
H.I. General Services October 2008 - 2010
Porter Novelli Public Relations Firm October 2006 - August 2007
Howard University Hospital October 2001 - March 2006
Heritage Financial Services August 2000 - August 2001
Skills
Contractors, Government, Coordinators, specialist, Master of business..., Outlook
Education
California Coast University 2013 — 2015
Master of Business Administration (M.B.A.)
Howard University
Bachelor of Arts, Communications; Audio-TV-Film Production
Howard University
Bachelors of Arts, Communications
Howard University July 2011 - Present
H.I. General Services October 2008 - 2010
Porter Novelli Public Relations Firm October 2006 - August 2007
Howard University Hospital October 2001 - March 2006
Heritage Financial Services August 2000 - August 2001
Skills
Contractors, Government, Coordinators, specialist, Master of business..., Outlook
Education
California Coast University 2013 — 2015
Master of Business Administration (M.B.A.)
Howard University
Bachelor of Arts, Communications; Audio-TV-Film Production
Howard University
Bachelors of Arts, Communications
Bailey Andersen's Heritage Financial Services Experience May 2012 - December 2012
Job Assistant Manager at Mel's Package & Lounge
Industry Marketing and Advertising
Experience
Mel's Package & Lounge May 2012 - Present
Heritage Financial Services May 2012 - December 2012
HiMark Golf Course April 2010 - May 2012
University of Nebraska-Lincoln August 2009 - May 2012
Skills
Microsoft Office, Social Media, PowerPoint, Excel, Advertising, Customer Service, Marketing, Social Media Marketing, Facebook, Marketing Communications, Event Planning
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor, Business Administration; Marketing
University of Nebraska-Lincoln 2008 — 2012
Bachelor's degree, Marketing
Mel's Package & Lounge May 2012 - Present
Heritage Financial Services May 2012 - December 2012
HiMark Golf Course April 2010 - May 2012
University of Nebraska-Lincoln August 2009 - May 2012
Skills
Microsoft Office, Social Media, PowerPoint, Excel, Advertising, Customer Service, Marketing, Social Media Marketing, Facebook, Marketing Communications, Event Planning
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor, Business Administration; Marketing
University of Nebraska-Lincoln 2008 — 2012
Bachelor's degree, Marketing
Colin Lind's Heritage Financial Services Experience November 2006 - June 2007
Job Senior Web Developer at Sharp HealthCare
Industry Hospital & Health Care
Experience
Sharp HealthCare July 2008 - Present
Cathedral City Police Department October 2007 - June 2008
Heritage Financial Services November 2006 - June 2007
MBNA February 2001 - October 2006
Skills
SDLC, SQL, Microsoft SQL Server, Visio, JavaScript, Agile Methodologies, Databases, Project Management, Business Analysis, Software Project..., HTML, jQuery
Education
Santa Barbara City College 1997 — 2001
Commputer Science
Sharp HealthCare July 2008 - Present
Cathedral City Police Department October 2007 - June 2008
Heritage Financial Services November 2006 - June 2007
MBNA February 2001 - October 2006
Skills
SDLC, SQL, Microsoft SQL Server, Visio, JavaScript, Agile Methodologies, Databases, Project Management, Business Analysis, Software Project..., HTML, jQuery
Education
Santa Barbara City College 1997 — 2001
Commputer Science
Eric Gjerde's Heritage Financial Services Experience 2010 - Present
Job Software Developer
Industry Computer Software
Experience
Heritage Financial Services 2010 - Present
Liquid Forté 2010 - Present
Northeast Wisconsin Technical College January 2015 - Present
The Salvation Army May 2014 - Present
Door 6, Inc. 2011 - 2012
UW Stout September 2010 - May 2011
Skills
SQL, Java, JavaScript, Microsoft Excel, HTML, Software Development, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Outlook, C++, Hardware Installation, Perl, XML, XSLT, MySQL, HTML5, CSS, XHTML, Objective-C, Git, Eclipse, Maven, Ant, Gradle, Visual Studio, Bash, Batch Files, JSON
Education
Northeast Wisconsin Technical College 2014 — 2016
Associate’s Degree, Software Development
University of Wisconsin-Madison 2011 — 2012
Computer Science
University of Wisconsin-Stout 2010 — 2011
Applied Math and Computer Science
Heritage Financial Services 2010 - Present
Liquid Forté 2010 - Present
Northeast Wisconsin Technical College January 2015 - Present
The Salvation Army May 2014 - Present
Door 6, Inc. 2011 - 2012
UW Stout September 2010 - May 2011
Skills
SQL, Java, JavaScript, Microsoft Excel, HTML, Software Development, Microsoft Office, Microsoft Word, PowerPoint, English, Windows, Outlook, C++, Hardware Installation, Perl, XML, XSLT, MySQL, HTML5, CSS, XHTML, Objective-C, Git, Eclipse, Maven, Ant, Gradle, Visual Studio, Bash, Batch Files, JSON
Education
Northeast Wisconsin Technical College 2014 — 2016
Associate’s Degree, Software Development
University of Wisconsin-Madison 2011 — 2012
Computer Science
University of Wisconsin-Stout 2010 — 2011
Applied Math and Computer Science
Matthew Gelvin's Heritage Financial Services Experience February 2013 - Present
Job at
Industry Management Consulting
Experience
Nebraska Department of Health and Human Services March 2014 - Present
Heritage Financial Services February 2013 - Present
Waddell & Reed October 2010 - January 2013
Fourth Judicial District Department of Correctional Services February 2002 - September 2010
Education
University of Nebraska at Omaha 1987 — 1992
Bachelor of Science Business Administration, Accounting
Nebraska Department of Health and Human Services March 2014 - Present
Heritage Financial Services February 2013 - Present
Waddell & Reed October 2010 - January 2013
Fourth Judicial District Department of Correctional Services February 2002 - September 2010
Education
University of Nebraska at Omaha 1987 — 1992
Bachelor of Science Business Administration, Accounting
Deedee Brewer's Heritage Financial Services Experience November 2009 - Present
Job Accountant at Heritage Financial Services
Industry Financial Services
Experience
Heritage Financial Services November 2009 - Present
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Word, Microsoft Office, Financial Accounting, PowerPoint
Education
Midlands Technical College 1983 — 1986
Associate's degree, Finance, General
Heritage Financial Services November 2009 - Present
Skills
Microsoft Excel, Financial Analysis, Financial Reporting, Microsoft Word, Microsoft Office, Financial Accounting, PowerPoint
Education
Midlands Technical College 1983 — 1986
Associate's degree, Finance, General
Brett Casper's Heritage Financial Services Experience January 2011 - June 2011
Job St John Fisher Finance Graduate
Industry Financial Services
Experience
McDonald's Corporation September 2011 - Present
Donald J. Pisaro Tax & Investments January 2015 - May 2015
BlueMark Advisors May 2014 - August 2014
Heritage Financial Services January 2011 - June 2011
Skills
Microsoft Excel, Data Entry, Filing, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Finance
Education
St. John Fisher College 2013 — 2015
Bachelor’s Degree, Financial Planning and Services, 3.95
Monroe Community College 2011 — 2013
Associate's Degree, Business Administration, 3.99
McDonald's Corporation September 2011 - Present
Donald J. Pisaro Tax & Investments January 2015 - May 2015
BlueMark Advisors May 2014 - August 2014
Heritage Financial Services January 2011 - June 2011
Skills
Microsoft Excel, Data Entry, Filing, Customer Service, Microsoft Office, Microsoft Word, Teamwork, Finance
Education
St. John Fisher College 2013 — 2015
Bachelor’s Degree, Financial Planning and Services, 3.95
Monroe Community College 2011 — 2013
Associate's Degree, Business Administration, 3.99