HK Financial Services
Industry: Company
DescriptionFounded: 1995
HK Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HK Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HK Financial Services Employees
Employee
Years
Job
Industry
Justin Gonner Justin Gonner's HK Financial Services Experience August 2014 - July 2015
Job Account Executive at Cartegraph
Industry Financial Services
Experience
Cartegraph August 2015 - Present
HK Financial Services August 2014 - July 2015
Sedgwick May 2013 - July 2014
Dupaco Community Credit Union May 2011 - May 2013
Dupaco Community Credit Union April 2012 - September 2012
Loras College August 2010 - May 2012
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Morningstar, Investment Management, Data Analysis, Investment Strategies, Stock Research, Microsoft Office, Stock Trading, Financial Services, Microsoft Word, HTML, Claims Management, Medical Terminology, ICD-9, Customer Service, Business Development
Education
Loras College 2009 — 2013
Bachelor of Arts (BA), Finance and Financial Management Services
Cartegraph August 2015 - Present
HK Financial Services August 2014 - July 2015
Sedgwick May 2013 - July 2014
Dupaco Community Credit Union May 2011 - May 2013
Dupaco Community Credit Union April 2012 - September 2012
Loras College August 2010 - May 2012
Skills
Financial Analysis, PowerPoint, Microsoft Excel, Morningstar, Investment Management, Data Analysis, Investment Strategies, Stock Research, Microsoft Office, Stock Trading, Financial Services, Microsoft Word, HTML, Claims Management, Medical Terminology, ICD-9, Customer Service, Business Development
Education
Loras College 2009 — 2013
Bachelor of Arts (BA), Finance and Financial Management Services
Jill Herbst Jill Herbst's HK Financial Services Experience October 2008 - Present
Job Senior Business Development Analyst at HK Financial Services
Industry Financial Services
Experience
HK Financial Services October 2008 - Present
Peosta Warehousing May 2007 - October 2008
A.Y. McDonald Mfg. Co. September 2006 - May 2007
The Swiss Colony December 2004 - September 2006
Peosta Warehousing September 2003 - December 2004
Dubuque Bank & Trust May 2001 - September 2003
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Portfolio Management, Fixed Income, Investment Management, Capital Markets, Risk Management, Wealth Management, Banking, Auditing, Internal Controls, Investments, Equities, Internal Audit, Analysis, Financial Planning
Education
North East Iowa Community College 2002 — 2008
Associate's Degree, Business Administration and Management, General
Northeast Iowa Community College-Calmar
Accounting Clerk Diaploma, Accounting and Finance
HK Financial Services October 2008 - Present
Peosta Warehousing May 2007 - October 2008
A.Y. McDonald Mfg. Co. September 2006 - May 2007
The Swiss Colony December 2004 - September 2006
Peosta Warehousing September 2003 - December 2004
Dubuque Bank & Trust May 2001 - September 2003
Skills
Financial Analysis, Financial Modeling, Strategic Financial..., Financial Reporting, Portfolio Management, Fixed Income, Investment Management, Capital Markets, Risk Management, Wealth Management, Banking, Auditing, Internal Controls, Investments, Equities, Internal Audit, Analysis, Financial Planning
Education
North East Iowa Community College 2002 — 2008
Associate's Degree, Business Administration and Management, General
Northeast Iowa Community College-Calmar
Accounting Clerk Diaploma, Accounting and Finance
Michelle Straumanis Michelle Straumanis's HK Financial Services Experience August 2012 - Present
Job Financial Advisor for Wealth Management Services
Industry Financial Services
Experience
HK Financial Services August 2012 - Present
Hy-Vee Food Stores June 2010 - August 2012
Principal Financial Group August 2006 - June 2010
Principal Financial Group July 2000 - August 2006
Skills
Key Account Management, Client Development, Marketing Strategy, Operations Management, Leadership, Management, Business Planning, Marketing, Financial Services, Retirement Planning, Mutual Funds, Retirement, Insurance, Investments, 401k, Series 6, Series 63, Budgets, Sales, Training, Strategy, Wealth Management, Finance, Portfolio Management, Risk Management, Financial Planning, Life Insurance, Fixed Annuities, Investment Advisory
Education
BA-Business Admin & Mgmt-University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration, Management and Operations
HK Financial Services August 2012 - Present
Hy-Vee Food Stores June 2010 - August 2012
Principal Financial Group August 2006 - June 2010
Principal Financial Group July 2000 - August 2006
Skills
Key Account Management, Client Development, Marketing Strategy, Operations Management, Leadership, Management, Business Planning, Marketing, Financial Services, Retirement Planning, Mutual Funds, Retirement, Insurance, Investments, 401k, Series 6, Series 63, Budgets, Sales, Training, Strategy, Wealth Management, Finance, Portfolio Management, Risk Management, Financial Planning, Life Insurance, Fixed Annuities, Investment Advisory
Education
BA-Business Admin & Mgmt-University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Northern Iowa 1990 — 1999
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Beth Kaiser Beth Kaiser's HK Financial Services Experience March 2014 - Present
Job Director of Finance & Information Systems at HK Financial Services
Industry Financial Services
Experience
HK Financial Services March 2014 - Present
Cottingham & Butler February 2007 - December 2013
Prudential Financial January 2006 - February 2007
TrueNorth Companies October 2005 - December 2005
Prudential Financial January 2000 - September 2005
HK Financial Services January 2000 - December 2000
Cottingham & Butler July 1989 - December 1999
Skills
Accounting, Project Management, Disaster Recovery, Microsoft Access, Microsoft Excel, Microsoft Word, Exceptionally well..., Events Organizer, A/R collections, Quality Auditing, Sarbanes-Oxley, Office Management, Account Reconciliation, Financial reporting, Financial Analysis, Staff Development, Tax compliance, Accounts Payable, Accounts Receivable, trust reporting, Operational Efficiency, Automation Management, Process Improvement, Procedure Development, Management, Insurance, Recruiting, Benefits Administration, Customer Service, Financial Statements, Risk Management, Financial Reporting, Employee Benefits
Education
Clarke College 2000 — 2005
Bachelor of Arts, Accounting, Summa Cum Laude
Marquette
HK Financial Services March 2014 - Present
Cottingham & Butler February 2007 - December 2013
Prudential Financial January 2006 - February 2007
TrueNorth Companies October 2005 - December 2005
Prudential Financial January 2000 - September 2005
HK Financial Services January 2000 - December 2000
Cottingham & Butler July 1989 - December 1999
Skills
Accounting, Project Management, Disaster Recovery, Microsoft Access, Microsoft Excel, Microsoft Word, Exceptionally well..., Events Organizer, A/R collections, Quality Auditing, Sarbanes-Oxley, Office Management, Account Reconciliation, Financial reporting, Financial Analysis, Staff Development, Tax compliance, Accounts Payable, Accounts Receivable, trust reporting, Operational Efficiency, Automation Management, Process Improvement, Procedure Development, Management, Insurance, Recruiting, Benefits Administration, Customer Service, Financial Statements, Risk Management, Financial Reporting, Employee Benefits
Education
Clarke College 2000 — 2005
Bachelor of Arts, Accounting, Summa Cum Laude
Marquette
Ann McCorkindale's HK Financial Services Experience January 1999 - Present
Job Chief Investment Officer at HK Financial Services
Industry Financial Services
Experience
HK Financial Services January 1999 - Present
American Trust & Savings Bank 1988 - 1999
Education
University of Dubuque 1975 — 1979
BS, Accounting, Business Admin, Economics, Drama
HK Financial Services January 1999 - Present
American Trust & Savings Bank 1988 - 1999
Education
University of Dubuque 1975 — 1979
BS, Accounting, Business Admin, Economics, Drama
Brian Cose Brian Cose's HK Financial Services Experience 2000 - Present
Job Partner at HK Financial
Industry Financial Services
Experience
HK Financial Services 2000 - Present
Education
University of Northern Iowa 1986 — 1991
BA, Political Science
HK Financial Services 2000 - Present
Education
University of Northern Iowa 1986 — 1991
BA, Political Science
James Herrig James Herrig's HK Financial Services Experience April 1996 - Present
Job SHAREHOLDER, EVP, CCO, and Counsel at HK Financial Services, Inc.
Industry Financial Services
Experience
HK Financial Services April 1996 - Present
HK Financial Services April 1996 - Present
Harvest Savings Bank 1986 - 1996
Skills
Tax, CPA, Risk Management, Investments, Financial Analysis, Asset Managment, Mergers, Strategic Financial..., Budgets, Financial Reporting, Auditing, Tax Preparation, Payroll, Accounting, TAX/FINANCIAL PLANNING
Education
University of Iowa College of Law 1972 — 1975
Loras College 1969 — 1972
BA, ECONOMICS
HK Financial Services April 1996 - Present
HK Financial Services April 1996 - Present
Harvest Savings Bank 1986 - 1996
Skills
Tax, CPA, Risk Management, Investments, Financial Analysis, Asset Managment, Mergers, Strategic Financial..., Budgets, Financial Reporting, Auditing, Tax Preparation, Payroll, Accounting, TAX/FINANCIAL PLANNING
Education
University of Iowa College of Law 1972 — 1975
Loras College 1969 — 1972
BA, ECONOMICS
Angie Recker Angie Recker's HK Financial Services Experience March 2000 - Present
Job Marketing Supervisor at HK Financial Services, Inc.
Industry Financial Services
Experience
HK Financial Services March 2000 - Present
Skills
Adobe Creative Suite, Marketing Strategy, Email Marketing, Graphic Design, Customer Service, Marketing Communications, Marketing, Social Media Marketing, Social Media, Event Planning, Project Management, Microsoft Office, PowerPoint, Marketing Management, New Business Development, Microsoft Excel, Online Marketing, Management
Education
Kennedy Western University 2002 — 2006
Bachelor of Science, Business Administration
Western Dubuque High School 1984 — 1988
Diploma, General Studies
HK Financial Services March 2000 - Present
Skills
Adobe Creative Suite, Marketing Strategy, Email Marketing, Graphic Design, Customer Service, Marketing Communications, Marketing, Social Media Marketing, Social Media, Event Planning, Project Management, Microsoft Office, PowerPoint, Marketing Management, New Business Development, Microsoft Excel, Online Marketing, Management
Education
Kennedy Western University 2002 — 2006
Bachelor of Science, Business Administration
Western Dubuque High School 1984 — 1988
Diploma, General Studies
Alicia Michels, RP's HK Financial Services Experience April 2013 - Present
Job Advisory Services Administration Supervisor at HK Financial Services
Industry Financial Services
Experience
HK Financial Services April 2013 - Present
HK Financial Services May 2007 - April 2013
Skills
Licensed Life & Health..., Customer Service, Investment Management, Financial Analysis, Registered Paraplanner, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Finance, Risk Management, Strategic Planning, Financial Planning
Education
Mount Mercy College 2003 — 2007
Bachelor's Degree, Marketing & Finance
HK Financial Services April 2013 - Present
HK Financial Services May 2007 - April 2013
Skills
Licensed Life & Health..., Customer Service, Investment Management, Financial Analysis, Registered Paraplanner, Strategic Financial..., Wealth Management, Investments, Financial Advisory, Finance, Risk Management, Strategic Planning, Financial Planning
Education
Mount Mercy College 2003 — 2007
Bachelor's Degree, Marketing & Finance
Deanna Wille's HK Financial Services Experience January 2011 - Present
Job Retirement Plan Services Enrollment & Education Specialist
Industry Financial Services
Experience
HK Financial Services January 2011 - Present
Prudential Financial October 2008 - January 2011
U.S. Bank April 2007 - June 2008
Skills
Qualified Retirement..., Investments, 401k, Financial Services, Series 65, Insurance, Series 6, Retirement Planning, Presentations, Customer Service, Series 63, Investment Advisory, Retirement Benefits, Client Education, Model Portfolios, Asset Management, Life & Health Insurance...
Education
Clarke University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration with an emphasis in Finance
Waterloo Columbus Catholic High School 1999 — 2003
Diploma
HK Financial Services January 2011 - Present
Prudential Financial October 2008 - January 2011
U.S. Bank April 2007 - June 2008
Skills
Qualified Retirement..., Investments, 401k, Financial Services, Series 65, Insurance, Series 6, Retirement Planning, Presentations, Customer Service, Series 63, Investment Advisory, Retirement Benefits, Client Education, Model Portfolios, Asset Management, Life & Health Insurance...
Education
Clarke University 2003 — 2007
Bachelor of Arts (B.A.), Business Administration with an emphasis in Finance
Waterloo Columbus Catholic High School 1999 — 2003
Diploma
Michelle Goedken Michelle Goedken's HK Financial Services Experience September 2015 - Present
Job RIA Trade Specialist
Industry Financial Services
Experience
HK Financial Services September 2015 - Present
Michigan State University September 2014 - May 2015
K2 Boutique August 2013 - May 2014
McGraw-Hill Higher Education May 2013 - August 2013
Office of Admissions August 2012 - May 2013
Michigan State University June 2012 - April 2013
Skills
Sales, Leadership, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Organization Skills, Sales Management, Finance, Research, Salesforce.com, Team Building, Outlook, Sales Operations, Project Management, Retail, Social Media, Editing, Social Networking, Communication, Customer Service, Public Speaking, Quantitative Research, Recruiting, Training, Writing
Education
Michigan State University 2011 — 2015
Bachelor's degree, Finance, General
Wahlert High School 2007 — 2011
HK Financial Services September 2015 - Present
Michigan State University September 2014 - May 2015
K2 Boutique August 2013 - May 2014
McGraw-Hill Higher Education May 2013 - August 2013
Office of Admissions August 2012 - May 2013
Michigan State University June 2012 - April 2013
Skills
Sales, Leadership, Teamwork, Microsoft Office, Microsoft Excel, PowerPoint, Time Management, Organization Skills, Sales Management, Finance, Research, Salesforce.com, Team Building, Outlook, Sales Operations, Project Management, Retail, Social Media, Editing, Social Networking, Communication, Customer Service, Public Speaking, Quantitative Research, Recruiting, Training, Writing
Education
Michigan State University 2011 — 2015
Bachelor's degree, Finance, General
Wahlert High School 2007 — 2011
Egan Dardis Egan Dardis's HK Financial Services Experience 2013 - Present
Job Senior Financial Advisor at HK Financial Services
Industry Financial Services
Experience
HK Financial Services 2013 - Present
TD Ameritrade 2009 - 2013
Prudential Financial 2003 - 2009
CIGNA Retirement 2001 - 2003
Skills
Investments, Retirement, Finance, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Series 63, Mutual Funds, 401k, Portfolio Management, Investment Advisory
Education
Loras College 1997 — 2001
Bachelor's degree, Marketing
HK Financial Services 2013 - Present
TD Ameritrade 2009 - 2013
Prudential Financial 2003 - 2009
CIGNA Retirement 2001 - 2003
Skills
Investments, Retirement, Finance, Wealth Management, Financial Planning, Financial Analysis, Retirement Planning, Series 63, Mutual Funds, 401k, Portfolio Management, Investment Advisory
Education
Loras College 1997 — 2001
Bachelor's degree, Marketing
Ivan P Gruhl's HK Financial Services Experience July 2011 — Present
Job Chief Investment Officer at HK Financial Services
Industry Investment Management
Experience
HK Financial Services July 2011 — Present
Aviva Investors September 2008 — January 2011
AVIVA INVESTORS September 2008 — January 2011
Pension Solutions Group February 2006 — July 2008
Credit Strategy Group January 2001 — January 2006
Lehman Brothers January 1992 — January 1998
Index Business January 1989 — January 1992
Lehman Brothers January 1985 — January 1989
GIFFORD FONG ASSOCIATES January 1983 — January 1985
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Investments, Emerging Markets, Fixed Income Analysis, Securities, Derivatives, Management, Hedge Funds, Asset Management, Hedging, Valuation, Equity Research, Mutual Funds, Financial Modeling, Credit, Fund Of Funds, Private Equity, Asset Allocation, Wealth Management, Options, Financial Services, Investment Banking, Structured Products, Insurance, Strategy, Financial Analysis, Equities, Alternative Investments, Accounting, Bonds, FX Options, Risk Management, Investment Advisory, Financial Markets, Investment Management, Investment Strategies, Analytics, Business Development, Mergers & Acquisitions, Bloomberg, Trading, Equity Derivatives, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Pacific Lutheran University 1981 — 1983
BBA, Finance
HK Financial Services July 2011 — Present
Aviva Investors September 2008 — January 2011
AVIVA INVESTORS September 2008 — January 2011
Pension Solutions Group February 2006 — July 2008
Credit Strategy Group January 2001 — January 2006
Lehman Brothers January 1992 — January 1998
Index Business January 1989 — January 1992
Lehman Brothers January 1985 — January 1989
GIFFORD FONG ASSOCIATES January 1983 — January 1985
Skills
Fixed Income, Capital Markets, Portfolio Management, Asset Managment, Investments, Emerging Markets, Fixed Income Analysis, Securities, Derivatives, Management, Hedge Funds, Asset Management, Hedging, Valuation, Equity Research, Mutual Funds, Financial Modeling, Credit, Fund Of Funds, Private Equity, Asset Allocation, Wealth Management, Options, Financial Services, Investment Banking, Structured Products, Insurance, Strategy, Financial Analysis, Equities, Alternative Investments, Accounting, Bonds, FX Options, Risk Management, Investment Advisory, Financial Markets, Investment Management, Investment Strategies, Analytics, Business Development, Mergers & Acquisitions, Bloomberg, Trading, Equity Derivatives, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Pacific Lutheran University 1981 — 1983
BBA, Finance
Michael Carignan, CFP, CRPC's HK Financial Services Experience May 2013 - Present
Job Financial Advisor at HK Financial Services
Industry Financial Services
Experience
HK Financial Services May 2013 - Present
PARAGON Wealth Strategies, LLC June 2008 - April 2013
Merrill Lynch 2006 - 2008
American Financial & Retirement Services, LLC 2004 - 2006
Cintas 1999 - 2004
US Army 1995 - 1999
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Retirement, Wealth
Education
The Citadel 1991 — 1995
Bachelor of Science, Biology
HK Financial Services May 2013 - Present
PARAGON Wealth Strategies, LLC June 2008 - April 2013
Merrill Lynch 2006 - 2008
American Financial & Retirement Services, LLC 2004 - 2006
Cintas 1999 - 2004
US Army 1995 - 1999
Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Retirement, Wealth
Education
The Citadel 1991 — 1995
Bachelor of Science, Biology
Jim Siemonsma's HK Financial Services Experience May 1999 - Present
Job Senior Financial Advisor at HK Financial Services
Industry Financial Services
Experience
HK Financial Services May 1999 - Present
The First National Bank in Sioux Falls November 1993 - May 1999
Citi May 1992 - November 1993
Education
Augustana University (SD) 1988 — 1992
HK Financial Services May 1999 - Present
The First National Bank in Sioux Falls November 1993 - May 1999
Citi May 1992 - November 1993
Education
Augustana University (SD) 1988 — 1992
John Randall, AIF, CRPS's HK Financial Services Experience September 2014 - Present
Job Retirement Plans Sales Director at HK Financial Services
Industry Financial Services
Experience
HK Financial Services September 2014 - Present
MassMutual Financial Group April 2012 - August 2014
Skills
Series 7, Retirement, 401k, Mutual Funds, Pensions, Retirement Planning, Defined Benefit, Employee Benefits, Series 63, Investments
Education
Saint John's University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
HK Financial Services September 2014 - Present
MassMutual Financial Group April 2012 - August 2014
Skills
Series 7, Retirement, 401k, Mutual Funds, Pensions, Retirement Planning, Defined Benefit, Employee Benefits, Series 63, Investments
Education
Saint John's University 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Nicholas Molo's HK Financial Services Experience January 2013 - Present
Job Trader
Industry Financial Services
Experience
HK Financial Services January 2013 - Present
Skills
Financial Analysis, Economics
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
HK Financial Services January 2013 - Present
Skills
Financial Analysis, Economics
Education
Loyola University of Chicago 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
hiroko jadore's HK Financial Services Experience accountantkpmg, llp2000 - Present
Job Owner, hk financial services
Industry Accounting
Experience
hk financial services accountantkpmg, llp2000 - Present
kpmg 2000 - 2010
Education
New York University 1994 — 1998
BA, Accoounting
hk financial services accountantkpmg, llp2000 - Present
kpmg 2000 - 2010
Education
New York University 1994 — 1998
BA, Accoounting
Brady Williams's HK Financial Services Experience 2014 - 2014
Job Marketing Intern at HK Financial Services
Industry Higher Education
Experience
Northwestern Mutual November 2013 - March 2014
HK Financial Services 2014 - 2014
Skills
Financial Planning
Education
Loras College 2012 — 2016
Marketing, Sophomore
Wahlert Catholic High School 2008 — 2012
Northwestern Mutual November 2013 - March 2014
HK Financial Services 2014 - 2014
Skills
Financial Planning
Education
Loras College 2012 — 2016
Marketing, Sophomore
Wahlert Catholic High School 2008 — 2012
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY