Larson Financial

Larson Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Larson Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Larson Financial Salaries. You can even request information on how much does Larson Financial pay if you want to. Learn about salaries, pros and cons of working for Larson Financial directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

74 Larson Financial employees in database. Find out everything there's to know about Larson Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Larson Financial Employees

Employee
Years
Job
Industry
Asheesh Patel Asheesh Patel Los Angeles, California Details
Asheesh Patel's Larson Financial Experience September 2014 - March 2015
Job Account Operations Intern at JSF Financial, LLC
Industry Financial Services
Experience
JSF Financial, LLC  June 2015 - Present
Regency Property Management   June 2015 - Present
Drbonnie360   June 2014 - Present
Bruincast   April 2014 - Present
Larson Financial   September 2014 - March 2015
ASUCLA  September 2013 - September 2014
Mission Hospital  October 2008 - June 2013

Skills
Microsoft Word, SPSS, Microsoft Excel, Financial Analysis, Quicken, PowerPoint, Microsoft Office, Customer Service, English, Teamwork, Public Speaking, Windows, Outlook, Data Analysis

Education
University of California, Los Angeles   2013 — 2016
Bachelor’s Degree, Economics, 3.55 Cumulative GPA

Irvine Valley College   2010 — 2013
Associate of Science (A.S.), Chemistry

Ashish Khanna, J.D., M.B.A. Ashish Khanna, J.D., M.B.A. Dallas, Texas Details
Ashish Khanna, J.D., M.B.A.'s Larson Financial Experience April 2014 - Present
Job Financial Advisor at Larson Financial
Industry Financial Services
Experience
Larson Financial   April 2014 - Present
Trilogy Law Group   2012 - 2013
Khanna Law Group   2008 - 2012
Ice Miller LLP  2006 - 2008

Skills
Estate Planning, Asset Protection, Wealth Management, Strategic Financial..., Retirement Planning, Insurance, Contract Negotiation, Investment Management, Financial Planners, Private Equity, Financial Planning, Wealth

Education
Washington University in St. Louis School of Law   2003 — 2006
Juris Doctor (J.D.)

University of Miami - School of Business   1998 — 2000
Master of Business Administration (M.B.A.)

Washington University in St. Louis   1993 — 1997
Bachelor's Degree, Economics

Derrick Yohe Derrick Yohe Jacksonville, Florida Details
Derrick Yohe's Larson Financial Experience September 2012 - Present
Job Financial Advisor at Larson Financial
Industry Financial Services
Experience
Larson Financial   September 2012 - Present
U.S. Army   October 2011 - September 2012
U.S. Army   May 2010 - October 2011

Skills
Operational Planning

Education
University of Missouri   2009 — 2010
Master of Science (MS), Engineering/Industrial Management

United States Military Academy at West Point   2000 — 2004
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering

Will Ferlis Will Ferlis Ballwin, Missouri Details
Will Ferlis's Larson Financial Experience November 2013 - Present
Job Online Marketing Specialist at Larson Financial
Industry Financial Services
Experience
Larson Financial   November 2013 - Present
Boxers Inc.   April 2013 - September 2013
Liguori Publications  July 2009 - June 2012
SOCKET  March 2008 - February 2009
MSP Communications  May 2007 - August 2007

Skills
Publishing, Social Media Marketing, Social Media, Proofreading, Press Releases, Journalism, Magazines, Negotiation, Digital Marketing, Content Development, HTML, Marketing, Advertising, Email Marketing, SEO, Newsletters, Online Marketing, Facebook, Google Analytics

Education
University of Missouri-Columbia   2003 — 2007
Bachelors, Magazine Journalism

Amy Phillips Amy Phillips Birmingham, Alabama Area Details
Amy Phillips's Larson Financial Experience January 2014 - Present
Job Financial Advisor at Larson Financial
Industry Financial Services
Experience
Larson Financial   January 2014 - Present
Larson Financial Group  August 2012 - December 2013

Skills
Retirement Planning, Investments, Series 7, Retirement, Mutual Funds, Financial Services, Wealth Management, Insurance, Securities, Employee Benefits, Strategic Financial..., Portfolio Management, Estate Planning, Asset Management, Disability Insurance, Risk Management, Equities, Account Management, Life Insurance

Education
Saint Louis University School of Law   2009 — 2012
Doctor of Law (J.D.), Law

Truman State University   2006 — 2009
Bachelor of Arts (B.A.), Communication, General

Sandy Chan Sandy Chan Greater Boston Area Details
Sandy Chan's Larson Financial Experience June 2014 - August 2014
Job Business Analyst at eBay
Industry Hospital & Health Care
Experience
eBay  August 2015 - Present
Harvard-Radcliffe Chinese Students Association   September 2011 - December 2014
Harvard Business School  June 2014 - August 2014
Larson Financial   June 2014 - August 2014
Radcliffe Institute for Advanced Study at Harvard University  November 2013 - February 2014
Polska Akcja Humanitarna (Polish Humanitarian Action)   June 2013 - August 2013
Crimson Summer Exchange  July 2012 - August 2012

Skills
Research, Event Planning, PowerPoint, Leadership, Teaching, Microsoft Excel, Nonprofits, Microsoft Word, Stata, R

Education
Harvard University   2011 — 2015
Bachelor of Arts (B.A.), Economics, Global Health and Health Policy

Boston Latin School   2005 — 2011
High School Diploma

Matt Sotheran Matt Sotheran Saint Charles, Missouri Details
Matt Sotheran's Larson Financial Experience April 2014 - Present
Job Insurance Case Manager at Larson Financial
Industry Financial Services
Experience
Larson Financial   April 2014 - Present
Larson Financial   July 2013 - May 2014
Larson Financial   February 2013 - June 2013
Wentzville School District  January 2012 - February 2013

Skills
Insurance, Life Insurance, Disability Insurance, Microsoft Office, Microsoft Excel, PowerPoint, Outlook

Education
Missouri State University   2007 — 2011
Bachelor of Science in Education, History

Laurel Martin Laurel Martin Saint Louis, Missouri Details
Laurel Martin's Larson Financial Experience March 2013 - Present
Job Client Service Manager at Larson Financial Group
Industry Financial Services
Experience
Larson Financial   March 2013 - Present
Kurian Household   September 2010 - March 2013
Thomson Reuters  August 2009 - September 2010
Murray State University  September 2006 - April 2009
Sunshine Ministries  June 2006 - August 2008

Skills
Customer Service, Event Planning, PowerPoint, Recruiting, Public Speaking, Microsoft Office, Social Media, Microsoft Word, Microsoft Excel

Education
Murray State University   2005 — 2009
Business Administation, Nonprofit

Shaun Keune Shaun Keune Greater St. Louis Area Details
Shaun Keune's Larson Financial Experience January 2014 - Present
Job Associate Insurance Processor at Larson Financial
Industry Insurance
Experience
Larson Financial   January 2014 - Present
Larson Financial   January 2013 - December 2013
Larson Financial   September 2012 - January 2013
Citi  August 2011 - September 2012
Adecco Staffing  November 2010 - August 2011

Skills
Insurance, Risk Management, Financial Services, Customer Service, Sales, Leadership, Microsoft Word, Coaching, Strategic Planning, Budgets, Process Improvement, Cold Calling, Leadership Development, Outlook, Access, Finance, Employee Benefits, Teamwork, Team Building, Accounting, Disability Insurance

Education
Lindenwood University   2005 — 2012
Bachelor of Science (BS), in Business Administration

Jordan St.Clair Jordan St.Clair Saint Louis, Missouri Details
Jordan St.Clair's Larson Financial Experience October 2012 - Present
Job Financial Advisor at Larson Financial
Industry Financial Services
Experience
Larson Financial   October 2012 - Present
Commerce Bank  June 2012 - October 2012
Country Club of Blue Springs   May 2010 - August 2011
C2G2 Properties   July 2006 - August 2008
Soccer Association of Independence   May 2005 - August 2007

Skills
Team Leadership, Teamwork, Communication, Management, Work Ethic, Problem Solving, Automotive, Interpersonal..., Self-motivated..., Financial Analysis, Risk Management, Financial Services, PowerPoint, Public Speaking, Financial Planning, Microsoft Word, Leadership, Investments, Customer Service, Insurance, Microsoft Office

Education
Southwest Baptist University   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

Aimee Swenson Aimee Swenson Orange, California Details
Aimee Swenson's Larson Financial Experience 2011 - 2013
Job Student Teacher, BA in Public Relations & Advertising
Industry Financial Services
Experience
Kaiser Elementary School   January 2015 - April 2015
Larson Financial   2011 - 2013
Chris Clark Insurance Services   May 2011 - June 2012

Education
Pepperdine University Graduate School of Education and Psychology   2015 — 2015
Master’s Degree, Education - Multiple Subject

Chapman University   2008 — 2011
Public Relation & Advertising, Public Relations, Advertising, and Applied Communication

Marijane Nothum Marijane Nothum Ballwin, Missouri Details
Marijane Nothum's Larson Financial Experience June 2012 - Present
Job Client Service Manager at Larson Financial
Industry Financial Services
Experience
Larson Financial   June 2012 - Present

Education
Southwest Baptist University   2008 — 2012
Bachelor of Business Administration (BBA)

Dominic Wingbermuehle Dominic Wingbermuehle United States Details
Dominic Wingbermuehle's Larson Financial Experience October 2012 - Present
Job Larson Financial Group Property and Casualty Department
Industry Financial Services
Experience
Larson Financial   October 2012 - Present
Northwestern Mutual  August 2010 - December 2010

Education
University of Missouri-Columbia   2006 — 2010

Robin Sherman Robin Sherman Denver, Colorado Details
Robin Sherman's Larson Financial Experience August 2013 - Present
Job Leads Associate at Larson Financial
Industry Research
Experience
Larson Financial   August 2013 - Present
Independent Archaeological Consulting, LLC   June 2012 - July 2013
Independent Archaeological Consulting, LLC   August 2009 - June 2012

Skills
Data Analysis, Historic Sites, Grant Writing, Research, Analysis, Microsoft Word, PowerPoint, Report Writing, SPSS, Qualitative Research, Technical Writing, Field Work

Education
University of Colorado Denver   2013 — 2015
Master's Degree, Public/Applied History

University of New Hampshire   2005 — 2009
Bachelor of Arts (B.A.), History, Anthropology

Destinee Coles Destinee Coles New York, New York Details
Destinee Coles's Larson Financial Experience May 2013 - August 2014
Job Team Finance at National Basketball Association (NBA)
Industry Sports
Experience
National Basketball Association (NBA)   November 2014 - Present
Larson Financial   May 2013 - August 2014
Morgan Stanley Wealth Management  December 2012 - February 2013
Center for Global Education at UCLA   January 2012 - September 2012

Skills
Investments, Portfolio Management, Economics, Analysis, Financial Analysis, Sports Management, International Sports, Series 7, Microsoft Excel, Sports, Soccer, PowerPoint, Basketball, Strategic Financial..., Microsoft Office, Mutual Funds, Microsoft Word, Retirement Planning, Estate Planning, Wealth Management, Series 66

Education
Columbia University in the City of New York   2014 — 2016
Master of Science (M.S.), Sports Management

University of California, Los Angeles   2009 — 2013
Bachelor of Arts (B.A.), Economics

Kristy Buelter Kristy Buelter Greater St. Louis Area Details
Kristy Buelter's Larson Financial Experience January 2013 - August 2013
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones  November 2013 - Present
AAA Missouri  August 2013 - November 2013
Larson Financial   January 2013 - August 2013
The Hartford  November 2008 - December 2012

Skills
Insurance, Relationship Management, Sales, Administrative..., Organizational..., Microsoft Excel, Microsoft Word, Customer Service, Meeting Planning, Microsoft Office, Community Outreach

Education
University of Missouri-Columbia
BSBA, Finance

Jessie Kroeger Jessie Kroeger Saint Charles, Missouri Details
Jessie Kroeger's Larson Financial Experience January 2014 - Present
Job Graphic Designer at Larson Financial
Industry Graphic Design
Experience
Larson Financial   January 2014 - Present
American National Property and Casualty  2012 - 2013
St. Charles Parks Department   May 2010 - August 2010

Skills
Adobe Creative Suite, Graphics, Adobe Acrobat, Typography, Corporate Identity

Education
Missouri State University   2008 — 2013
Bachelor of Fine Arts (BFA), Graphic Design

Tara McCutcheon Tara McCutcheon Maryland Heights, Missouri Details
Tara McCutcheon's Larson Financial Experience January 2014 - Present
Job Technical Administrator at Larson Financial
Industry Nonprofit Organization Management
Experience
Larson Financial   January 2014 - Present
Faith Ascent Ministries   September 2012 - Present
Expressions Event Design   January 2010 - September 2012
Destiny Church of St. Louis   March 2005 - October 2010

Skills
Event Management, Volunteer Management, Nonprofits, Event Planning, Fundraising, Facebook, Public Speaking, Time Management, Outlook, Social Networking

Education
Truman State University   1999 — 2003
Bachelor of Science (BS), Business Administration - Marketing

Jen Chatfield Jen Chatfield Saint Louis, Missouri Details
Jen Chatfield's Larson Financial Experience October 2012 - Present
Job Financial Planner at Larson Financial
Industry Financial Services
Experience
Larson Financial   October 2012 - Present
Renaissance Financial  January 2005 - June 2012
Scottrade, Inc  2002 - 2004
Missouri Historical Society  January 2000 - January 2002

Skills
Insurance, Series 7, Finance, Investments, Portfolio Management, Outlook, Customer Service, Microsoft Excel, Marketing, Mutual Funds, Retirement, Financial Services, Microsoft Word, Series 63, PowerPoint, Microsoft Office, Research, Public Speaking, Equities, series 66

Education
University of Missouri-Columbia   1995 — 1999
Bachelor of Arts (BA), English

University of Missouri-Columbia

Annemarie Gamache Annemarie Gamache Greater St. Louis Area Details
Annemarie Gamache's Larson Financial Experience August 2014 - Present
Job Corporate Client Services Manager/Client Acquisition Specialist at Larson Financial
Industry Public Relations and Communications
Experience
Larson Financial   August 2014 - Present
Mortgage Returns  January 2014 - May 2014
Adecco Group  July 2012 - July 2013
Oxford Health Care  January 2012 - May 2012
Pickwick House   September 2011 - December 2011
Make-A-Wish Foundation  May 2011 - August 2011
Marketing mix Inc   February 2011 - May 2011
Springfield Regional Opera  January 2010 - May 2010

Skills
Blogging, Social Media, InDesign, Advertising, Photoshop, Microsoft Word, Microsoft Excel, Microsoft Publisher, Crisis Communications, Marketing, Facebook, Social Networking

Education
Missouri State University   2008 — 2012
Bachelor of Science, Public Relations, Marketing

Andrea Fletcher, CFP® Andrea Fletcher, CFP® Greater St. Louis Area Details
Andrea Fletcher, CFP®'s Larson Financial Experience July 2012 - Present
Job Financial Planner at Larson Financial
Industry Financial Services
Experience
Larson Financial   July 2012 - Present
Larson Financial   March 2011 - July 2012

Skills
Retirement Planning, Strategic Financial..., Financial Planners, Disability Insurance, Retirement, Series 7, Risk Management, College Savings Plans, Fixed Annuities, Life Insurance, Insurance, Portfolio Management, Estate Planning, Series 63, Accounting, Term Life Insurance, Long Term Care Insurance, Licensed Life & Health..., Asset Protection, 401k, Investments, Asset Managment, Wealth, FINRA, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Financial Services, Financial Analysis, Financial Goals, Securities, Life & Health Insurance..., Employee Benefits, Financial Advisory, Long-term Care, Financial Planning

Education
Southern Illinois University, Edwardsville   2004 — 2008
Bachelor of Science, Business Management / Marketing

Jake Weinand Jake Weinand Saint Paul, Minnesota Details
Jake Weinand's Larson Financial Experience June 2014 - August 2014
Job Tax Associate, Private Client Tax at CliftonLarsonAllen
Industry Capital Markets
Experience
CliftonLarsonAllen  August 2015 - Present
Encompass Law, PLLC   September 2014 - August 2015
University of St. Thomas  October 2014 - May 2015
University of St. Thomas  May 2014 - May 2015
Larson Financial   June 2014 - August 2014
Sylvan Learning  July 2013 - December 2013

Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Finance, Financial Modeling, Data Analysis, Teamwork, Customer Service, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, Economics, Valuation, Analysis, Legal Research, Legal Compliance, Legal Writing, Commercial Law, Managerial Finance, Mergers & Acquisitions, Risk Analysis

Education
University of St. Thomas - Opus College of Business   2013 — 2015
Master of Business Administration (M.B.A.)

University of St. Thomas School of Law   2011 — 2015
Doctor of Law (JD), MBA, Banking, Corporate Finance, and Securities Law

Minnesota State University, Mankato   2007 — 2010
Bachelor of Applied Science (BASc), Finance, Investment Analysis

Rob Sacchetti, MSFP Rob Sacchetti, MSFP Greater Boston Area Details
Rob Sacchetti, MSFP's Larson Financial Experience August 2014 - January 2015
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2015 - Present
Larson Financial   August 2014 - January 2015
Lewtan  March 2000 - September 2014

Education
Bentley University   2013 — 2015
Masters of Science in Financial Planning, Financial Planning

Stonehill College   1995 — 1999
Bachelor of Science, Finance

Adam Hancock Adam Hancock Greater St. Louis Area Details
Adam Hancock's Larson Financial Experience January 2014 - Present
Job Client Services Manager at Larson Financial
Industry Public Relations and Communications
Experience
Larson Financial   January 2014 - Present
The Wyman Center  March 2012 - April 2013
State Farm Bank  November 2010 - February 2012
Food Outreach  January 2010 - May 2010
Mission to the World  May 2009 - August 2009

Skills
Organizational..., Public Relations, Donor Relations, Fundraising, Event Planning, Program Development, Research, Database Management

Education
Southern Illinois University, Carbondale   2006 — 2009
BA, Speech Communication

Kyle Akers Kyle Akers Greater Detroit Area Details
Kyle Akers's Larson Financial Experience September 2013 - October 2014
Job Financial Advisor
Industry Financial Services
Experience
TFG-ADVISORS   November 2014 - Present
Larson Financial   September 2013 - October 2014
Scottrade  September 2012 - September 2013
Scottrade  August 2010 - September 2013

Skills
Series 7, Series 63, Series 9, Series 10, Mutual Funds, Securities, Equities, Investments, FINRA, Customer Service, Options, Microsoft Excel, Fixed Income, Microsoft Office, Outlook, PowerPoint, Trading, Access, Microsoft Word, Financial Markets, Finance, ETFs, Credit, Business Analysis, Equity Trading, Bonds, Technical Analysis, Financial Services, SharePoint, Stocks, Data Analysis, Uniform Combined State..., Series 65, Financial Advisory, Portfolio Management

Education
Cornerstone University   2005 — 2009
Bachelor's degree, Finance, General

Webster University

Michael Trent Michael Trent Cleveland/Akron, Ohio Area Details
Michael Trent's Larson Financial Experience November 2013 - Present
Job Financial Advisor for Specialized Physicians and Dentists
Industry Financial Services
Experience
Larson Financial   November 2013 - Present
Steel Dynamics, Inc  January 2011 - October 2013
National Center for Manufacturing Sciences  May 2010 - August 2010
United States Marine Corps  May 2005 - February 2009

Skills
Business Strategy, New Business Development, Financial Modeling, Facility Start-up, Process Improvement, Competitive Analysis, Procurement, Business Development, Operations Management, Manufacturing, Market Research, Financial Analysis, Business Planning, Product Management, Project Management, Management, Leadership, Analysis, Strategic Planning

Education
University of Michigan - Stephen M. Ross School of Business   2009 — 2011
MBA, Operations Management

Indiana University Bloomington   2001 — 2005
Bachelor of Arts (B.A.)

Amy Buchheit Amy Buchheit Marble Hill, Missouri Details
Amy Buchheit's Larson Financial Experience May 2014 - Present
Job Financial Planner at Larson Financial
Industry Financial Services
Experience
Larson Financial   May 2014 - Present
Western & Southern Life  July 2011 - April 2014
Western & Southern Life  July 2010 - July 2011
Amy Buchheit Hair Salon   February 1989 - June 2010

Skills
Recruiting, Marketing, Management, Health Insurance, Leadership, Employee Benefits, Leadership Development, Small Business, Team Building, Training, Coaching, Series 6, Series 63, Customer Retention, Customer Satisfaction, Selling, Customer Service, Sales, Sales Management, Investments

Education
The American College   2011 — 2012

Shiqian(ChinChin) Zhang Shiqian(ChinChin) Zhang Los Angeles, California Details
Shiqian(ChinChin) Zhang's Larson Financial Experience July 2013 - March 2014
Job Financial Advisory Intern at Larson Financial
Industry Financial Services
Experience
Larson Financial   July 2013 - March 2014
ucla math department  September 2011 - March 2012

Skills
Actuarial Science, Microsoft Excel, Data Mining, Financial Analysis, Time Management, Data Entry, Chinese, German, Solo Piano, Cash Flow, PowerPoint, Linear Regression, Market Research, Hedging, Client Counseling

Education
GWU - Elliott School of International Affairs   2014 — 2016
Master of Arts (M.A.), International Trade and Investment Policy

UCLA   2010 — 2014
Bachelor of Science (BS), Applied Mathematics

Natalie Fouts Natalie Fouts Greater St. Louis Area Details
Natalie Fouts's Larson Financial Experience October 2014 - Present
Job Insurance Support Assistant at Larson Financial
Industry Financial Services
Experience
Larson Financial   October 2014 - Present
Performance Chiropractic and Medical   December 2013 - September 2014
Special School District of St. Louis County  September 2013 - October 2013
Kirksville Middle School   August 2011 - May 2013
Truman State University  September 2011 - May 2012

Skills
Editing, Microsoft Office, Experience Working with..., Event Planning, Fundraising, Data Entry, Community Outreach, Teaching, Administrative Work, Applied Behavior..., Childcare, Developmental..., Autism Spectrum..., Scheduling, Employee Training, Customer Service, Facebook, Social Media

Education
Truman State University   2009 — 2013
Bachelor of Arts (B.A.), Communication Disorders Sciences and Services

Kinta Smith, CFP® Kinta Smith, CFP® Los Angeles, California Details
Kinta Smith, CFP®'s Larson Financial Experience October 2013 - Present
Job Financial Planner at Larson Financial
Industry Investment Management
Experience
Larson Financial   October 2013 - Present
Self-Employed  July 2012 - October 2013
Aspiriant  2006 - January 2012

Skills
Accounting, Microsoft Excel, Financial Accounting, Strategic Financial..., Financial Reporting, Asset Allocation, Investment Advisory, Estate Tax Planning, Estate Planning, Multi-generational..., Charitable Gift Planning, Tax Preparation, Personal Tax Planning, Business Tax Planning, Wealth Management...

Education
Southern Utah University   2000 — 2001
Master's degree, Accounting

Southern Utah University   1996 — 2000
Bachelor's degree, Accounting

Bethany Beldner Bethany Beldner Saint Louis, Missouri Details
Bethany Beldner's Larson Financial Experience June 2012 - Present
Job Client Service Manager at Larson Financial
Industry Marketing and Advertising
Experience
Larson Financial   June 2012 - Present
Southwest Baptist University  August 2011 - May 2012
Citizens Memorial Healthcare  January 2012 - April 2012
VECTOR MARKETING CORPORATION  May 2011 - January 2012

Skills
Event Planning, Microsoft Word, Marketing, Marketing Communications, Teamwork, Outlook, Time Management, Social Networking, Public Speaking, Social Media, PowerPoint

Education
Southwest Baptist University   2008 — 2012
Marketing, Marketing

Missouri Baptist University   2007 — 2008

Christine (Crites) Humphries Christine (Crites) Humphries Greater St. Louis Area Details
Christine (Crites) Humphries's Larson Financial Experience February 2011 - Present
Job Executive Assistant at Larson Financial
Industry Financial Services
Experience
Larson Financial   February 2011 - Present
University of Central Missouri  August 2007 - December 2010
University of Central Missouri  August 2007 - December 2010
University of Central Missouri  January 2007 - December 2010
Habitat Hoodies   August 2008 - December 2008

Education
University of Central Missouri   2007 — 2010
BSBA, Management

University of Central Missouri   2007 — 2010
Bachelor of Science, Business Administration; Business Management

Dacia Heaton Dacia Heaton Greater St. Louis Area Details
Dacia Heaton's Larson Financial Experience December 2013 - April 2015
Job Entrepreneur, Youth Advocate
Industry Nonprofit Organization Management
Experience
St. Louis Children's Hospital   July 2015 - Present
Wellbridge  August 2012 - Present
Larson Financial   December 2013 - April 2015
Innoventor, Inc.   August 2012 - August 2013
Clayton Pilates Studio   May 2009 - August 2012
Building Dreams Ranch   September 2007 - December 2011
Peine Ridge Church, Children's Ministry   August 2009 - August 2010
OK Corral Series   2010 - 2010
Innoventor, Inc  August 2006 - October 2008
Cobb County School District  November 2004 - May 2006

Skills
Advertising, First Aid, Public Speaking, Photoshop, Event Planning, Leadership, Non-profit..., Fundraising, Community Outreach, Child Advocacy, Social Services, Group Therapy, Teaching, Child Development, Confidentiality, Mental Health, Pilates, Public Relations, Event Management, Microsoft Office, Volunteer Management, Program Development, Adolescents, Curriculum Development, Organizational..., Marketing, Newsletters, Recruiting, Research, Management, Strategic Planning, Team Building, Nonprofits, Coaching, Customer Service

Education
The University of Georgia   2002 — 2004
MEd, Early Childhood Education

Truman State University   1997 — 2001
BS, Criminal Justice, Psychology minor

Parkway West   1993 — 1997

Emily Schade Emily Schade Brea, California Details
Emily Schade's Larson Financial Experience November 2012 - January 2013
Job at Capital Group
Industry Financial Services
Experience
Capital Group  August 2015 - Present
DIVERSIFIED INVESTMENT SERVICES - Commonwealth Financial Network   February 2014 - Present
California State University, Fullerton  December 2012 - Present
Lascari's Italian Grill   July 2011 - September 2013
Larson Financial   November 2012 - January 2013

Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Teamwork, Social Networking, Social Media, Customer Service, Leadership, Time Management

Education
Cal State Fullerton   2010 — 2015
Bachelor of Arts (B.A.) in Business Administration, Finance & Entertainment/Tourism Management and minor in Psychology

Audencia Nantes Ecole de Management   2014 — 2014

Michael Tolliver Michael Tolliver Golden, Colorado Details
Michael Tolliver's Larson Financial Experience March 2013 - January 2015
Job President and Founder at Ardent Financial Group
Industry Financial Services
Experience
Ardent Financial Group   May 2015 - Present
LPL Financial  January 2015 - Present
Northeastern University  August 2013 - January 2015
Larson Financial   March 2013 - January 2015
Covenant Theological Seminary  August 2007 - August 2012
Covenant Theological Seminary  August 2007 - August 2012

Skills
Financial Planning, Entrepreneurship, Teaching, Wealth Management, Investments, Management, Customer Service, Public Speaking, Insurance, Finance, Microsoft Office, Risk Management, Leadership, Life Insurance, Series 7, Retirement, Financial Analysis, Employee Benefits, Microsoft Excel, Asset Management, Retirement Planning, Portfolio Management, Microsoft Word, Mutual Funds, Estate Planning, Disability Insurance, Series 63, Securities, Strategic Planning, Marketing, Investment Advisory, Asset Allocation

Education
Truman State University   2001 — 2005
Bachelor of Science (B.S.), Business Management

Covenant Theological Seminary   2007 — 2010
Masters Degree, Divinity (M.Div)

Covenant Theological Seminary   2010 — 2013
Master's degree, Theology (Th.M)

University of Missouri-Saint Louis   2012 — 2014
Master's degree, Philosophy (M.Phil)

Kaitlin Kaveler Kaitlin Kaveler Chesterfield, Missouri Details
Kaitlin Kaveler's Larson Financial Experience June 2014 - Present
Job Client Service Manager at Larson Financial
Industry Financial Services
Experience
Larson Financial   June 2014 - Present

Education
Missouri State University   2009 — 2014
Bachelor of Science, Finance, General

Kyle Marcum Kyle Marcum Saint Louis, Missouri Details
Kyle Marcum's Larson Financial Experience September 2012 - December 2013
Job Junior Ruby Developer at The Karlen Group
Industry Computer Software
Experience
The Karlen Group   April 2015 - August 2015
Enterprise CarShare  December 2013 - February 2014
Larson Financial   September 2012 - December 2013
Southern Illinois University Edwardsville  May 2008 - March 2011

Skills
Data Analysis, Microsoft Office, Minitab, Series 7, SAS, Microsoft Excel, PowerPoint, Time Management, Statistics, R, Visual Basic, Financial Analysis

Education
Penn State University   2012 — 2013
Graduate Certificate, Applied Statistics, 3.9

Southern Illinois University, Edwardsville   2006 — 2011
Bachelor's of Science, International Business, 3.44

Gregory Standeford Gregory Standeford Greater St. Louis Area Details
Gregory Standeford's Larson Financial Experience November 2012 - Present
Job
Industry Law Practice
Experience
Larson Financial   November 2012 - Present

Education
Saint Louis University School of Law   2002 — 2005
Juris Doctorate

Michael Plantinga Michael Plantinga Greater Denver Area Details
Michael Plantinga's Larson Financial Experience October 2013 - Present
Job Attorney at Larson Financial
Industry Legal Services
Experience
Larson Financial   October 2013 - Present
20/20 Tax Resolution  July 2013 - September 2013
Clear Creek Consulting  February 2010 - July 2013
University of Denver Sturm College of Law  September 2009 - February 2010
S&S Contracting, Inc.   July 2006 - February 2009
Law Firm of Darrell S. Elliott, P.C   May 2008 - July 2008
The Honorable Jeffrey K. Holmes – Castle Rock, CO   June 2007 - August 2007
Law Firm of Hackstaff/Gessler, LLC   June 2007 - August 2007
US Navy  August 2002 - July 2006

Skills
Government, Litigation, Public Speaking, Budgets, Leadership, Microsoft Excel, Microsoft Office, Trials, Commercial Litigation, Asset Protection, Program Management, Analysis, Military Experience, Operational Planning, Process Improvement, Strategic Planning, Negotiation, Legal Writing, Tax, Tax Advisory, Income Tax, Legal Research, Social Networking

Education
University of Denver - Sturm College of Law   2006 — 2009
Juris Doctorate, Law

University of Phoenix   2002 — 2006
Bachelor of Science, Criminal Justice

Hamilton District Christian Highschool

Hamilton District Christian Highschool

Beth Hengeveld Beth Hengeveld Denver, Colorado Details
Beth Hengeveld's Larson Financial Experience January 2010 - May 2010
Job Senior Account Executive at Baltz & Company
Industry Public Relations and Communications
Experience
Baltz & Company  September 2013 - Present
Gray Line Worldwide  June 2010 - August 2013
Larson Financial   January 2010 - May 2010
Larson Financial   October 2008 - January 2010
Jones International University  July 2008 - October 2008
211 HELP!Line Center   July 2007 - July 2008

Skills
Copy Editing, Web Editing, Social Media Marketing, Travel Writing, Food Writing, Online Marketing, Marketing Communications, Internal Communications, SEO, Sales, Email Marketing, Marketing, Online Advertising, Social Media, Advertising, SEM, Publishing, Facebook, Press Releases, Public Relations

Education
University of Denver   2008 — 2008
Denver Publishing Institute, 2008

Dordt College   2002 — 2006
Bachelor of Arts (B.A.), Psychology

Nick Randolph Nick Randolph Greater St. Louis Area Details
Nick Randolph's Larson Financial Experience February 2015 - Present
Job Client Services Manager at Larson Financial Group
Industry Financial Services
Experience
Larson Financial   February 2015 - Present
American Model United Nations  September 2013 - Present
Michigan Coordinated Campaign  September 2014 - November 2014
O'Leary's   2013 - 2014
Gerbes  2012 - 2013

Skills
Catering, Restaurants, Event Planning, Bartending, Food & Beverage, Food, Restaurant Management, Hospitality, Social Networking, Customer Service, Social Media, Fine Dining, Wine, Inventory Management, Cooking, Time Management, Banquets, Customer Satisfaction, Hospitality Management, Culinary Skills, Microsoft Office, Leadership, Public Speaking, Sales, Public Relations, Management

Education
Webster University   2014 — 2016
Master of Arts (M.A.), International Relations and Affairs

University of Missouri-Columbia   2009 — 2013
International Studies, Western European Studies

Christian Brothers College High School   2005 — 2009
High School Degree, General Studies

Jason Schuhmacher Jason Schuhmacher High Ridge, Missouri Details
Jason Schuhmacher's Larson Financial Experience Sales InternZimmer Radio GroupJune 2012 - January 2013
Job Student at University of MissouriColumbia
Industry Marketing and Advertising
Experience
Larson Financial   Sales InternZimmer Radio GroupJune 2012 - January 2013
K-Mart  June 2011 - August 2011

Skills
Teamwork, Problem Solving, Listening to customers, Social Networking

Education
University of Missouri-Columbia   2010 — 2013

St. Louis Community College   2009 — 2010

Joe Gerchen Joe Gerchen Chesterfield, Missouri Details
Joe Gerchen's Larson Financial Experience March 2014 - Present
Job Insurance Broker at Larson Financial
Industry Insurance
Experience
Larson Financial   March 2014 - Present
COUNTRY ® Financial  January 2012 - February 2014
Property Solutions Group   November 2010 - November 2011

Skills
Insurance, Investments, Retirement Planning, Life Insurance, Long-term Care, Securities, Small Business, Disability Insurance, Fixed Annuities, Finance, Long Term Care Insurance, Microsoft Office, Retirement, Sales, Strategic Financial..., Term Life Insurance

Education
University of Missouri-Columbia   2006 — 2010
Bachelor Of Science, Personal Financial Planning

Christel Koranda Christel Koranda Greater Denver Area Details
Christel Koranda's Larson Financial Experience December 2008 - September 2011
Job Oil and Gas Consultant/Assitant Curative Manager at Private Landman
Industry Law Practice
Experience
Private Landman   September 2011 - Present
Larson Financial   December 2008 - September 2011
Kansas Department of Health and Environment  May 2007 - May 2008

Skills
Tax, Managerial Finance, Accounting, Energy Industry, Oil & Gas Industry, Mergers & Acquisitions, Corporate Governance, Due Diligence, Financial Analysis, Finance, Corporate Finance, Strategic Financial..., Financial Modeling, Auditing, Strategic Planning, Analysis, Corporate Tax, Investments, Small Business, Financial Statements, Income Tax, Sales Tax

Education
University of Kansas School of Law   2005 — 2008
J.D., All

Missouri State University   2001 — 2005
BS, General Business

Shawnee Mission East

Alyse Stark Alyse Stark Saint Louis, Missouri Details
Alyse Stark's Larson Financial Experience March 2011 - March 2014
Job Women's Resource Specialist, Zero Exposure Program at DACCO, Inc.
Industry Individual & Family Services
Experience
DACCO, Inc.   October 2014 - Present
The Center for Youth and Family Solutions  May 2014 - Present
Larson Financial   March 2011 - March 2014
Legal Services of Eastern Missouri  August 2012 - May 2013
Larson Law Firm   March 2011 - December 2011

Skills
PowerPoint, Microsoft Word, Research, Community Outreach, Microsoft Excel, Microsoft Office

Education
University of Illinois at Urbana-Champaign   2013 — 2014
Master of Social Work (M.S.W.), Children, Youth and Family Services

Saint Louis University   2010 — 2013
Bachelor of Science in Social Work, Social Work

Devin Geser Devin Geser Los Angeles, California Details
Devin Geser's Larson Financial Experience 2013 - Present
Job Manager at Larson Financial
Industry Financial Services
Experience
Larson Financial   2013 - Present
The Vanguard Group  2011 - 2013
ING  2008 - 2011
Scottsdale Healthcare  2007 - 2008

Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Mutual Funds, Risk Management, Customer Service, PowerPoint, Strategic Planning, Budgets, Team Building, Microsoft Word, Outlook, Process Improvement, Investments, Project Management, Series 63, Series 7, Public Speaking, Financial Accounting, Leadership Development, Business Development, International Tax, Tax, Tax Accounting, Financial Reporting, Operational Risk..., Trade Compliance, Bonds, Equities, Equity Valuation, Equestrian, New Business Development, Interest Rate..., Derivatives, High Yield Bonds, Corporate Social..., Corporate Finance, Capital Markets, Web Analytics, Pricing, Business Valuation, Strategic Financial...

Education
University of California, Los Angeles

American Jewish University

The George Washington University

Scottsdale Community College
Iyengar Yoga

Kimberly Krueger Kimberly Krueger Greater Chicago Area Details
Kimberly Krueger's Larson Financial Experience June 2013 - September 2015
Job Client Service Manager
Industry Financial Services
Experience
Larson Financial   June 2013 - September 2015
Kane County Health Department  June 2012 - June 2013
Short Term Positions   January 2011 - May 2012
The Wells Group Real Estate Brokerage  June 2010 - December 2010
John Ralph - The Wells Group   December 2006 - May 2010
Hillcrest Apartments   February 2005 - November 2006

Skills
Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Leadership, Advocacy, Event Planning, Research, Strategic Planning, Referral Network, Advertising, Public Speaking, PowerPoint, Data Entry, Community Outreach, Social Media, Microsoft Publisher, Multi-line Phone, GIS

Education
Grand Canyon University   2000 — 2004
Biblical & Theological Studies, Biblical Studies, Photography

William Frost William Frost Greater St. Louis Area Details
William Frost's Larson Financial Experience February 2014 - Present
Job Associate Director of Brokerage Operations
Industry Insurance
Experience
Larson Financial   February 2014 - Present
Independent insurance brokerage   July 2013 - January 2014
AAA Auto Club of Missouri  October 2009 - July 2013
Broadview Screen Company   September 2005 - June 2009
Lowes Home Improvement  September 2003 - September 2005

Skills
Insurance, Small Business, Construction, Consultative Selling, Term Life Insurance, Health, Sales Management, Casualty, Customer Service, New Business Development, Cold Calling, Team Building, Customer Relations, Strategic Planning, Operations Management, Problem Solving, Health Insurance, Selling, Property & Casualty..., Program Management, Process Improvement, Marketing, Customer Retention, Sales, Retail, Time Management, Account Management, Direct Sales, Customer Satisfaction, Pricing, Negotiation, Life Insurance, Leadership, Commercial Insurance, Networking, General Insurance, Training, Fixed Annuities, Umbrella Insurance, Disability Insurance, Workers Compensation, Long-term Care, Purchasing, Liability, Underwriting, Claim, Whole Life, Homeowners, Management, Risk Management

Education
Southern Illinois University, Edwardsville   2001 — 2006
Bachelor of Science, Mass Communications and Business Management

Webster University   2000 — 2003
MBA, Business Management and Info Tech

Kory Kiekhoefer Kory Kiekhoefer Greater Minneapolis-St. Paul Area Details
Kory Kiekhoefer's Larson Financial Experience June 2014 - Present
Job Paraplanner at Larson Financial
Industry Financial Services
Experience
Larson Financial   June 2014 - Present
Urban Ventures  March 2013 - March 2015
Longfellow Recreation Center   November 2012 - August 2014
Ameriprise Financial Services, Inc.   March 2013 - December 2013
Kiekhoefer Chiropractic   June 2010 - September 2012
BT Umpires   March 2011 - August 2011

Skills
Leadership, Time Management, PowerPoint, Microsoft Excel, Administrative..., Payroll, Databases, Microsoft Word, Customer Service, Microsoft Office, Teamwork, Outlook, Social Media, Facebook, Team Leadership, Management, Marketing

Education
University of Northwestern - St. Paul   2010 — 2014
Bachelor of Science (B.S.), Business, General

New Life Academy   2006 — 2010
High School Diploma, High School/Secondary Diplomas and Certificates

John Pipkin John Pipkin Lake Saint Louis, Missouri Details
John Pipkin's Larson Financial Experience May 2015 - Present
Job Web Developer at Larson Financial
Industry Internet
Experience
Larson Financial   May 2015 - Present
six3six studios LLC   October 2008 - Present
Premium Retail Services  April 2014 - May 2015
Motivation Technologies  April 2012 - April 2014
Twist  November 2011 - April 2012
Go Vertical Creative   May 2011 - September 2011
Taylor Sign and Tint   April 2010 - May 2011

Skills
C#, HTML, CSS, JavaScript, AngularJS, jQuery, ASP.NET, ASP.NET MVC, SQL Server Management..., Visual Studio, JSON, Node.js, T-SQL, Photoshop, Illustrator, Windows, XML, Dapper, Adobe Creative Suite, .NET, Web Design, Web Applications, OS X, MongoDB, PostgreSQL, Git, Mercurial

Education
Webster University   2010 — 2012
Bachelor of Science (B.S.), Computer Science, 3.68

East Central College   2008 — 2010
Associate of Arts and Sciences (A.A.S.), Graphic Design

Thomas Martin Thomas Martin Saint Louis, Missouri Details
Thomas Martin's Larson Financial Experience April 2015 - Present
Job Managing Partner at Larson Financial
Industry Financial Services
Experience
Larson Financial   April 2015 - Present
Larson Financial Group  January 2008 - Present
Doctor's Eyes Only   December 2011 - Present
Taylor University  January 2008 - June 2009
Phillips Financial Services, Inc.   March 2004 - January 2008
Securian Financial Group  October 2000 - March 2004

Skills
Strategic Financial..., Financial Journalism, Business Journalism

Education
Harvard Business School   2012 — 2014
Program for Leadership Development (PLD) (HBS's eMBA alternative)

The University of Chicago - Booth School of Business   2012 — 2012
CERTIFIED PRIVATE WEALTH ADVISOR (CPWA), Advanced Asset Protection, Tax, and Investment Training

Kansas State University - Institute of Personal Financial Planning   2006 — 2010
CERTIFIED FINANCIAL PLANNER (CFP)

Indiana University Bloomington   2000 — 2006
BA

Taylor University   1998 — 1999

Kara Hogan Kara Hogan Greater St. Louis Area Details
Kara Hogan's Larson Financial Experience June 2009 - August 2009
Job Analyst at Love Funding Corporation
Industry Real Estate
Experience
Love Funding Corporation  July 2010 - Present
SunSet Advertising   January 2010 - July 2010
Larson Financial   June 2009 - August 2009

Skills
Real Estate, Loans, Mortgage Lending, Commercial Lending, Financial Analysis, Affordable Housing, Finance, Mortgage Underwriting, Real Estate Financing, Due Diligence

Education
University of Missouri-Columbia   2006 — 2009
BA, Finance, 3.6

Rick Nolle Rick Nolle Greater St. Louis Area Details
Rick Nolle's Larson Financial Experience September 2015 - Present
Job
Industry Financial Services
Experience
Larson Financial   September 2015 - Present
Medicus Business Solutions, LLC   2012 - Present
First Bank  October 2012 - August 2015
Medicus Business Solutions, LLC   2012 - 2015
VSC Strategies, Inc.   February 2012 - October 2012
Protective Life - APD   August 2008 - May 2012
Executive Consulting Services   July 2007 - July 2008
RGA Reinsurance Company  June 1996 - June 2007
Genelco  June 1995 - June 1996
General American Life Insurance Company  April 1981 - June 1995

Skills
Software Development, IT Operations, IT Strategy, SDLC, Strategic Planning, Vendor Management, Change Management, IT Management, Management Consulting, Business Process..., Business Intelligence, Information Technology, Management, Enterprise Architecture, Leadership, Process Improvement, Insurance, Databases, Program Management, IT Service Management, ITIL, Business Development, Security, PMO, Business Analysis, Integration, Consulting, Strategy, Software Project..., Team Building, Business Process, Requirements Analysis, Project Portfolio..., Project Management

Education
Washington University in St. Louis - Olin Business School   1998 — 2000
MBA, Executive Program

Saint Louis University   1987 — 1990
BS, Computer Science

Kristen Kinney Kristen Kinney Greater St. Louis Area Details
Kristen Kinney's Larson Financial Experience March 2014 - Present
Job Experience Fixed Income trading and service professional
Industry Financial Services
Experience
Larson Financial   March 2014 - Present
Stifel Nicolaus  August 2009 - September 2013
Amherst Securities Group LP   January 2009 - August 2009
Countrywide Securities Corporation  October 2006 - July 2008
R. Seelaus & Co.   August 2005 - October 2006
Edward Jones  February 2001 - July 2005

Skills
Fixed Income, Bonds, Securities, Trading, Series 7, Sales, Series 63, Capital Markets, Bloomberg, Credit, Equities, MBS, FINRA, Financial Services, Series 24, Bloomberg Terminal

Education
Saint Louis University   1996 — 2001
B.S.B.A., International Business

St. Louis Community College   1994 — 1996
A.A., Business Administration

Jennifer Harkness Jennifer Harkness Fort Wayne, Indiana Area Details
Jennifer Harkness's Larson Financial Experience October 2012 - Present
Job Client Service Manager
Industry Financial Services
Experience
Larson Financial   October 2012 - Present
YMCA of Greater Fort Wayne  October 2009 - October 2012

Education
Taylor University   1985 — 1989
BS, Education

Josiah Jennings Josiah Jennings Orange County, California Area Details
Josiah Jennings's Larson Financial Experience April 2012 - January 2015
Job Advisor at Larson Financial
Industry Construction
Experience
Larson Financial   April 2012 - January 2015

Education
University of California, Irvine - The Paul Merage School of Business   2009 — 2011
Masters, Business Administration

California Polytechnic State University-San Luis Obispo   2003 — 2008
BS, Construction Management

Bradley Augustine Bradley Augustine Greater Detroit Area Details
Bradley Augustine's Larson Financial Experience June 2012 - December 2014
Job Wealth Advisor at America Group Retirement Strategy Centers powered by LPL Financial
Industry Financial Services
Experience
LPL Financial  December 2014 - Present
Larson Financial   June 2012 - December 2014
Scottrade  March 2009 - June 2012
Whitaker LaChance Insurance   April 2010 - August 2010

Skills
Marketing, Customer Service, Social Media, Microsoft Excel, Finance, Microsoft Office, Time Management, Public Speaking, Leadership, Social Networking, Teamwork, Facebook, Outlook, PowerPoint, Microsoft Word, Event Planning, Access, Interpersonal..., Financial Analysis, Financial Planning, Investments

Education
Cedarville University
BS, Finance and Marketing

Cedarville University
Bachelor of Science (B.S.), finance

Derek Burr Derek Burr Greater St. Louis Area Details
Derek Burr's Larson Financial Experience December 2013 - February 2015
Job Licensed, accomplished insurance professional
Industry Insurance
Experience
Currently seeking new opportunities  April 2015 - Present
Alexander & Associates, CPA's   March 2015 - April 2015
Larson Financial   December 2013 - February 2015
Missouri Professionals Mutual (MPM)   March 2012 - November 2013
Missouri Professionals Mutual (MPM)   September 2010 - March 2012
Spring Hill College  2005 - 2010

Skills
Sales, Microsoft Office, Research, Social Media, PowerPoint, Public Speaking, Microsoft Word, Event Planning, Teaching, Customer Service, Property & Casualty..., Professional Liability, Physicians, Registered Nurses, Dentists, Salesforce.com, Salesforce Training, Salesforce.com..., Salesforce.com..., Salesforce.com..., Salesforce.com..., Spanish, English to Spanish, Spanish Translation, Life Insurance, Health Insurance, Life & Health Insurance..., Actuarial Exams, Claims Management, Claims Resolution, Property Claims, Employment Practices..., Claims Handling, E&O, Reinsurance, Subrogation, Arbitration, Underwriting, Professional Indemnity..., Insurance Policies, Indemnity, Teamwork, Team Building, Mobile Internet, Google Analytics, Windows, Outlook, Microsoft Excel, Excess & Surplus Lines, Interpersonal Skills

Education
Spring Hill College   2005 — 2010
B.S. in Business Administration, Marketing, Management

Spring Hill College   2005 — 2010
Bachelor of Science (B.S.), Business Administration, concentration in Marketing & Management

DeSmet Jesuit High School   2001 — 2005
High School Diploma

Jason Hesley Jason Hesley Greater St. Louis Area Details
Jason Hesley's Larson Financial Experience October 2014 - Present
Job Investment Analyst and Research Assistant
Industry Financial Services
Experience
Larson Financial   October 2014 - Present
Patriot Machine Inc.  January 2013 - October 2014
AT&T  April 2011 - August 2012
GKN Aerospace  April 2010 - August 2010
AT&T  April 2001 - April 2010
AT&T  July 2000 - April 2001

Skills
•Data gathering,..., •Process and..., •Presentation to..., •Leadership, training,..., •Proficient in written..., •Excellent computer..., Microsoft office..., Problem Solving, Leadership, Microsoft Office, Analysis, Management, Process Improvement, Customer Service, Financial Analysis, Marketing, Manufacturing, Team Building, Quality Management, Continuous Improvement, Quality Assurance, Supply Chain Management, PowerPoint, Finance, Microsoft Excel, Strategic Planning, Microsoft Word, Investments, Portfolio Management

Education
Lindenwood University   2004 — 2008
Bachelor of Arts, Business Administration

Kelly Hohman Kelly Hohman Evergreen, Colorado Details
Kelly Hohman's Larson Financial Experience April 2008 - April 2009
Job Insurance Agent
Industry Insurance
Experience
Alli Insurance Corp   September 2014 - Present
State Farm  January 2013 - September 2014
Devereux  April 2009 - August 2012
Larson Financial   April 2008 - April 2009
Executive Las Vegas  May 2006 - April 2008
Marriott Vacations Worldwide Corporation  January 2004 - May 2006
Rush University Medical Center  May 2001 - March 2003

Skills
Music, Long-term Care, Social Networking, Singing, Songs, Recording, Band, Composition, Music Production, Social Media, Music Education, Umbrella Insurance, Creative Writing, Term Life Insurance, Mental Health, Sales, Sales Process, Lead Generation, Online Lead Generation, Insurance, Property & Casualty..., Telemarketing, Account Management, Sales Coaching, Agent Development

Education
Sonoma State University   1992 — 1994
Bachelor's Degree, Psychology

University of Oregon   1994 — 1995
Post Graduate Work, Molecular Biology

K. Adam Williams K. Adam Williams Orange County, California Area Details
K. Adam Williams's Larson Financial Experience September 2012 - Present
Job Intern at Larson Financial
Industry Security and Investigations
Experience
Larson Financial   September 2012 - Present
Universal Protection Service  June 2009 - January 2012

Education
University of San Diego   2002 — 2004

Aaron Klaser Aaron Klaser Greater St. Louis Area Details
Aaron Klaser's Larson Financial Experience November 2014 - Present
Job Director of IT at Larson Financial
Industry Information Technology and Services
Experience
Larson Financial   November 2014 - Present
six3six studios LLC   October 2008 - Present
Premium Retial Services   April 2014 - November 2014
Arch Coal, Inc.   August 2013 - April 2014
Rodgers Townsend  December 2012 - August 2013
World Wide Technology  May 2011 - August 2012
Freelance Web Development and SEO   September 2008 - May 2011
Garrow Media LLC   June 2010 - August 2010
US Navy  September 2003 - September 2008

Skills
HTML, JavaScript, C#, Scrum, Java, HTML 5, MySQL, Unity3D, jQuery, .NET, Agile Project Management, CSS3, ASP.NET MVC, Salesforce.com, Microsoft SQL Server, Photoshop, Object Oriented Design

Education
Webster University   2009 — 2011
BS, Information Management, Web Development

East Central College   2008 — 2009
Graphic Design, Graphics Design, 3.8

Brandon Lochstampfor Brandon Lochstampfor Greater St. Louis Area Details
Brandon Lochstampfor's Larson Financial Experience March 2012 - Present
Job Financial Advisor at Larson Financial
Industry Financial Services
Experience
Larson Financial   March 2012 - Present
LochFit LLC   September 2006 - January 2011
Fitness Together Cottleville Inc.   May 2005 - June 2006

Skills
Retirement Planning, Investments, Strategic Financial..., Insurance, Risk Management, Estate Planning, Financial Analysis, Financial Advisory, Customer Service, Management, Securities, Business Planning, Asset Allocation, Wealth Management, Financial Planning, Life Insurance

Education
Southern Illinois University, Carbondale   2004 — 2005
Sport Management

Wheaton College   2000 — 2004
B.S., Kinesiology

Fort Zumwalt South

Fort Zumwalt South

Fort Zumwalt South

Elizabeth Stevens Elizabeth Stevens Orange County, California Area Details
Elizabeth Stevens's Larson Financial Experience August 2011 - November 2012
Job Graduate Student
Industry Research
Experience
Standard & Poor's   December 2013 - August 2014
lululemon athletica  November 2013 - July 2014
Larson Financial   August 2011 - November 2012
Chris A. Clark Insurance Services   September 2010 - April 2011
Delta Gamma Fraternity, Zeta Iota Chapter   January 2009 - December 2009
James Lakeland Limited   June 2009 - July 2009

Skills
Microsoft Office, Customer Service, Outlook, Social Media, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Project Management, Event Management, Sales, Management, Public Relations, Insurance

Education
Chapman University   2006 — 2010
Bachelor of Science (B.S.), Major: Mathematics, Minor: Business Administration

University of Colorado Boulder   2006 — 2008

Glenn Menschel Glenn Menschel Greater Denver Area Details
Glenn Menschel's Larson Financial Experience 2011 - 2012
Job Citywide Home Loans
Industry Financial Services
Experience
Citywide Home Loans  January 2015 - Present
Shareable Social & B Green LLC   October 2014 - December 2014
Evans Senior Investments  January 2013 - October 2014
Metro Brokers  2012 - 2013
Formations, LLC  2012 - 2013
University of Colorado Boulder  2009 - 2013
Outward Bound  February 2006 - December 2012
Larson-Financial  2011 - 2012

Skills
Real Estate, Real Estate Financing, Management, Microsoft Office, Sales Operations, Sales, Client Prospecting, Cold Calling, Multi-line Phone, Spanish, Outdoor Education, Research, Fundraising, Program Development, Long-term Care, Equity Research Analysis, Seniors Housing, MS Office Suite, Conversational Spanish, Sales Cycle Management, Commercial Real Estate..., SugarCRM, Salesforce.com, Relationship Management, Mortgage Marketing, Social Media Marketing, Hard Money Loans, Landlord/Tenant Matters, Single Family Homes, Condos, Five9, Landscape Maintenance, Chain of Title, Trust Deeds, General Contracting, Whole House Renovations, Residential Investment..., Investment Banking, Account Management, Medicare/Medicaid..., Apple Software, Windows 7, Windows XP, Android, Quota Management, Quota Setting, Team Building, B2B Marketing, B2C Marketing

Education
University of Colorado at Boulder   2007 — 2011
Bachelors of Arts and Sciences, Ethnic Studies, 3.2 GPA

Fitchburg State College   2007 — 2008

Lawrence Academy
High School

Doyle King Doyle King Greater St. Louis Area Details
Doyle King's Larson Financial Experience January 2013 - December 2013
Job WFA Regional Supervisor 2 at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  December 2013 - Present
Larson Financial   January 2013 - December 2013
Wells Fargo Advisors  November 2010 - January 2013
First Allied Securities  October 2008 - June 2009

Skills
Series 7, Series 63, Series 65, Series 24, Missouri Life and..., Investments, Securities, Mutual Funds, Asset Management, Equities, Series 53, FINRA, Options, Fixed Income, Uniform Combined State..., Portfolio Management, Alternative Investments, Series 9

Education
University of Missouri - St. Louis   2002 — 2007
Bachelor of Science, Finance

Ben Maloney Ben Maloney Greater St. Louis Area Details
Ben Maloney's Larson Financial Experience 2012 - 2012
Job Student at Missouri State University
Industry Financial Services
Experience
Larson Financial   2012 - 2012

Education
Missouri State University   2008 — 2012

Bo Richmond Bo Richmond Westminster, Colorado Details
Bo Richmond's Larson Financial Experience July 2014 - Present
Job Senior Consultant at Larson Financial
Industry Financial Services
Experience
Larson Financial   July 2014 - Present
Omni Financial  March 1999 - July 2014

Skills
Mutual Funds, Investments, Accounting, Tax, Financial Statements, Estate Planning, Financial Planners, Financial Reporting, Auditing, Corporate Tax, Insurance, Process Improvement

Education
University of Colorado Boulder   1996 — 1999
Bachelor's degree, Psychology

University of Colorado at Boulder   1996 — 1999
Bachelor's degree, Human Biology