North Star Resource Group
Industry: Company
DescriptionFounded: 1908 Subsidiary: North Star Consultants Inc.
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North Star Resource Group Employees
Employee
Years
Job
Industry
Devon Pilney Devon Pilney's North Star Resource Group Experience December 2011 - Present
Job Financial Advisor with North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group December 2011 - Present
Skills
Personal Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Wealth Management, Retirement Planning
Education
University of Oregon 2008 — 2011
Bachelor of Science, Political Science & Business Administration
North Star Resource Group December 2011 - Present
Skills
Personal Financial..., Life Insurance, Disability Insurance, Long Term Care Insurance, Investments, Wealth Management, Retirement Planning
Education
University of Oregon 2008 — 2011
Bachelor of Science, Political Science & Business Administration
Anna Swanson Anna Swanson's North Star Resource Group Experience June 2013 - August 2013
Job Business Development, Entrepreneurial Management
Industry Financial Services
Experience
Mutual of Omaha June 2014 - Present
Fundación Uniendo Caminos January 2014 - May 2014
North Star Resource Group June 2013 - August 2013
Hope Community, Inc. September 2012 - December 2012
Skills
Customer Service, Time Management, Microsoft Office, Management, Teamwork, Public Speaking, Cultural Diversity, Team Leadership, Sports Psychology, Spanish, Performance Motivation, Relationship Building, Project Management, Language Teaching, Sales, Marketing Strategy, International..., Globalization, Adaptability, Organization, Elementary Education, Fitness Training, Rowing, Athletic Performance, Motivational Speaking
Education
University of Minnesota-Twin Cities
Fundación Ortega y Gasset Argentina
Mutual of Omaha June 2014 - Present
Fundación Uniendo Caminos January 2014 - May 2014
North Star Resource Group June 2013 - August 2013
Hope Community, Inc. September 2012 - December 2012
Skills
Customer Service, Time Management, Microsoft Office, Management, Teamwork, Public Speaking, Cultural Diversity, Team Leadership, Sports Psychology, Spanish, Performance Motivation, Relationship Building, Project Management, Language Teaching, Sales, Marketing Strategy, International..., Globalization, Adaptability, Organization, Elementary Education, Fitness Training, Rowing, Athletic Performance, Motivational Speaking
Education
University of Minnesota-Twin Cities
Fundación Ortega y Gasset Argentina
Kyle Conroy Kyle Conroy's North Star Resource Group Experience 2013 - 2014
Job Global Sales Consultant at TDO The Digital Office
Industry Computer Software
Experience
TDO Software January 2014 - Present
North Star Resource Group 2013 - 2014
New York Yankees 2012 - 2012
Skills
Series 7, Sales, Public Speaking, Investments, Management, Dental Software, Direct Sales, Competitive Analysis, Healthcare, Securities, Mutual Funds, Financial Services, Life & Health Insurance..., B2C, B2B, Product Marketing, Lead Development, Creative..., Customer Service, Insurance, Wealth Management, Microsoft Office, Entrepreneurship, Retirement
Education
University of Arizona, Eller College of Management 2010 — 2013
Bachelor of Science (B.S.), Business Management and Entrepreneurship
University of Nevada-Las Vegas 2008 — 2010
Business Administration and Management, General
Notre Dame Preparatory 2004 — 2008
High School
TDO Software January 2014 - Present
North Star Resource Group 2013 - 2014
New York Yankees 2012 - 2012
Skills
Series 7, Sales, Public Speaking, Investments, Management, Dental Software, Direct Sales, Competitive Analysis, Healthcare, Securities, Mutual Funds, Financial Services, Life & Health Insurance..., B2C, B2B, Product Marketing, Lead Development, Creative..., Customer Service, Insurance, Wealth Management, Microsoft Office, Entrepreneurship, Retirement
Education
University of Arizona, Eller College of Management 2010 — 2013
Bachelor of Science (B.S.), Business Management and Entrepreneurship
University of Nevada-Las Vegas 2008 — 2010
Business Administration and Management, General
Notre Dame Preparatory 2004 — 2008
High School
Connor Harris's North Star Resource Group Experience May 2013 - August 2013
Job Sport Psychology Consultant at Adrienne Langelier Sport Psychology Consulting
Industry Sports
Experience
Adrienne Langelier Sport Psychology Consulting May 2015 - Present
UNT Center for Sport and Performance Psychology August 2014 - May 2015
University of North Texas August 2013 - May 2015
North Star Resource Group May 2013 - August 2013
Houston Astros May 2012 - August 2012
Skills
Event Management, Customer Service, Time Management, Sales, Sports, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Social Networking, Teamwork, Event Planning, Sports Marketing, Leadership, Customer Satisfaction, Team Building, Research, Outlook, Psychology, Mental Health, Mental Health Counseling
Education
University of North Texas 2013 — 2015
Master of Science (MS), Sports Psychology
Texas A&M University 2010 — 2013
Bachelor of Science (BS), Psychology, 3.79
University of Arizona 2009 — 2010
Bachelor of Science (B.S.), Pscyhology
Adrienne Langelier Sport Psychology Consulting May 2015 - Present
UNT Center for Sport and Performance Psychology August 2014 - May 2015
University of North Texas August 2013 - May 2015
North Star Resource Group May 2013 - August 2013
Houston Astros May 2012 - August 2012
Skills
Event Management, Customer Service, Time Management, Sales, Sports, Microsoft Excel, Public Speaking, PowerPoint, Microsoft Word, Social Networking, Teamwork, Event Planning, Sports Marketing, Leadership, Customer Satisfaction, Team Building, Research, Outlook, Psychology, Mental Health, Mental Health Counseling
Education
University of North Texas 2013 — 2015
Master of Science (MS), Sports Psychology
Texas A&M University 2010 — 2013
Bachelor of Science (BS), Psychology, 3.79
University of Arizona 2009 — 2010
Bachelor of Science (B.S.), Pscyhology
Lindsey Larson's North Star Resource Group Experience June 2012 - December 2013
Job Client Relations Professional
Industry Food & Beverages
Experience
Pacific International Skydiving Center November 2014 - Present
Olive Garden July 2006 - October 2014
North Star Resource Group June 2012 - December 2013
Touching Hearts at Home May 2011 - May 2012
Flame Rotisserie and Grill August 2011 - April 2012
Skills
Healthcare, Event Planning, Public Speaking, Outlook, Customer Service, Home Care, Microsoft Word, PowerPoint, Data Entry, Microsoft Excel, Microsoft Office, Client Correspondence, Scheduling Management, Securities, Life Insurance, Disability Insurance, Manage Client..., Training, Leadership, New Business Development, Organizational..., Conflict Resolution
Education
University of Minnesota-Twin Cities 2008 — 2011
BA, Psychology
Pacific International Skydiving Center November 2014 - Present
Olive Garden July 2006 - October 2014
North Star Resource Group June 2012 - December 2013
Touching Hearts at Home May 2011 - May 2012
Flame Rotisserie and Grill August 2011 - April 2012
Skills
Healthcare, Event Planning, Public Speaking, Outlook, Customer Service, Home Care, Microsoft Word, PowerPoint, Data Entry, Microsoft Excel, Microsoft Office, Client Correspondence, Scheduling Management, Securities, Life Insurance, Disability Insurance, Manage Client..., Training, Leadership, New Business Development, Organizational..., Conflict Resolution
Education
University of Minnesota-Twin Cities 2008 — 2011
BA, Psychology
Allison Den Hartog Allison Den Hartog's North Star Resource Group Experience September 2005 - July 2008
Job Senior Sales Support
Industry Investment Management
Experience
Voya Financial January 2014 - Present
ING February 2012 - January 2014
FirstBank April 2011 - February 2012
Campus Crusade for Christ May 2009 - May 2010
Zender's Salon and Spa August 2008 - August 2009
North Star Resource Group September 2005 - July 2008
Education
University of Iowa 2005 — 2009
Bachelor of Arts, Interdepartmental Studies
Voya Financial January 2014 - Present
ING February 2012 - January 2014
FirstBank April 2011 - February 2012
Campus Crusade for Christ May 2009 - May 2010
Zender's Salon and Spa August 2008 - August 2009
North Star Resource Group September 2005 - July 2008
Education
University of Iowa 2005 — 2009
Bachelor of Arts, Interdepartmental Studies
Lindsay Horton Lindsay Horton's North Star Resource Group Experience June 2013 - October 2014
Job Masters of Accounting Student at The University of Iowa
Industry Accounting
Experience
Beta Alpha Psi January 2014 - December 2014
North Star Resource Group June 2013 - October 2014
Career Leadership Academy January 2013 - May 2014
Private Family August 2012 - August 2013
Greater Peoria Family YMCA August 2009 - August 2012
Skills
Leadership, Teamwork, Microsoft Excel, Time Management, Customer Service, Critical Thinking, Analytical Skills, Data Entry, Accountability, Accounting, Tax Preparation, Academic Tutoring, Microsoft Word, PowerPoint
Education
University of Iowa 2011 — 2016
Bachelor of Business Administration (BBA) and Masters of Accountancy (MAC), Pre-Pharmacy and Accounting, Masters
Dunlap High School 2007 — 2011
Beta Alpha Psi January 2014 - December 2014
North Star Resource Group June 2013 - October 2014
Career Leadership Academy January 2013 - May 2014
Private Family August 2012 - August 2013
Greater Peoria Family YMCA August 2009 - August 2012
Skills
Leadership, Teamwork, Microsoft Excel, Time Management, Customer Service, Critical Thinking, Analytical Skills, Data Entry, Accountability, Accounting, Tax Preparation, Academic Tutoring, Microsoft Word, PowerPoint
Education
University of Iowa 2011 — 2016
Bachelor of Business Administration (BBA) and Masters of Accountancy (MAC), Pre-Pharmacy and Accounting, Masters
Dunlap High School 2007 — 2011
Lindsay Ellingson's North Star Resource Group Experience January 2013 - October 2013
Job Commercial Insurance Analyst II at NorthMarq Capital
Industry Commercial Real Estate
Experience
NorthMarq June 2014 - Present
The Prudential Insurance Company of America, Newark, NJ October 2013 - June 2014
North Star Resource Group January 2013 - October 2013
Cowboy Jacks July 2011 - March 2013
Cobra Society January 2011 - January 2013
P.F. Chang's China Bistro March 2009 - July 2011
Davis Real Estate Services Group May 2008 - August 2010
Buca di Beppo October 2007 - February 2009
Linens'N Things March 2006 - October 2007
Target March 2005 - February 2006
Education
University of Minnesota-Twin Cities 2007 — 2011
B.A., Asian Languages and Literatures, Mandarin
Wayzata High School 2003 — 2007
NorthMarq June 2014 - Present
The Prudential Insurance Company of America, Newark, NJ October 2013 - June 2014
North Star Resource Group January 2013 - October 2013
Cowboy Jacks July 2011 - March 2013
Cobra Society January 2011 - January 2013
P.F. Chang's China Bistro March 2009 - July 2011
Davis Real Estate Services Group May 2008 - August 2010
Buca di Beppo October 2007 - February 2009
Linens'N Things March 2006 - October 2007
Target March 2005 - February 2006
Education
University of Minnesota-Twin Cities 2007 — 2011
B.A., Asian Languages and Literatures, Mandarin
Wayzata High School 2003 — 2007
Jill (Kummer) Kroeker Jill (Kummer) Kroeker's North Star Resource Group Experience May 2013 - August 2013
Job Social Media Senior Specialist at Cabela's
Industry Marketing and Advertising
Experience
Cabela's Digital Innovation Office April 2015 - Present
Cabela's Digital Innovation Office August 2014 - May 2015
Cabela's June 2014 - August 2014
AT&T & Edventure Partners August 2013 - December 2013
North Star Resource Group May 2013 - August 2013
Westport One May 2011 - August 2011
Skills
Social Media Marketing, SEO, Marketing, Basic HTML, YouTube, Customer Service, Event Planning, Team Leadership, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Communication, Leadership, Collaborative Leadership, Content Strategy, Google Analytics, Facebook Marketing, Twitter Marketing
Education
University of Missouri-Columbia, College of Business 2010 — 2014
International Business, Marketing and Spanish, Senior
Universitat d'Alacant 2012 — 2012
International Marketing and Management
Cabela's Digital Innovation Office April 2015 - Present
Cabela's Digital Innovation Office August 2014 - May 2015
Cabela's June 2014 - August 2014
AT&T & Edventure Partners August 2013 - December 2013
North Star Resource Group May 2013 - August 2013
Westport One May 2011 - August 2011
Skills
Social Media Marketing, SEO, Marketing, Basic HTML, YouTube, Customer Service, Event Planning, Team Leadership, Social Networking, Microsoft Office, Microsoft Excel, PowerPoint, Communication, Leadership, Collaborative Leadership, Content Strategy, Google Analytics, Facebook Marketing, Twitter Marketing
Education
University of Missouri-Columbia, College of Business 2010 — 2014
International Business, Marketing and Spanish, Senior
Universitat d'Alacant 2012 — 2012
International Marketing and Management
Laura Osmun Laura Osmun's North Star Resource Group Experience August 2013 - August 2014
Job Recruiter at Aya Healthcare
Industry Staffing and Recruiting
Experience
Aya Healthcare October 2014 - Present
North Star Resource Group August 2013 - August 2014
North Star Resource Group January 2013 - August 2013
Enterprise Rent-A-Car January 2012 - June 2013
Vermillion Marketing August 2012 - December 2012
UMC Catering August 2009 - August 2012
Rent The Runway August 2010 - June 2011
Zing Hair Salon June 2006 - June 2007
Skills
Marketing, Leadership and..., Leadership, Life Insurance, Training, Series 7, Life and Health..., Financial Advisory, Independent Financial..., Entrepreneurship, Strategic Business..., Asset Protection, Wealth Accumulation..., Wealth Accumulation, Tax Minimization, Term and Life Insurance, Disability Insurance, Income Protection..., Retirement Planning, Retirement Plan..., Retirement Savings, Wealth Preservation..., College Tuition Funding
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor's Degree, Business
University of Virginia 2011 — 2011
Study Abroad, Summer at Sea
Aya Healthcare October 2014 - Present
North Star Resource Group August 2013 - August 2014
North Star Resource Group January 2013 - August 2013
Enterprise Rent-A-Car January 2012 - June 2013
Vermillion Marketing August 2012 - December 2012
UMC Catering August 2009 - August 2012
Rent The Runway August 2010 - June 2011
Zing Hair Salon June 2006 - June 2007
Skills
Marketing, Leadership and..., Leadership, Life Insurance, Training, Series 7, Life and Health..., Financial Advisory, Independent Financial..., Entrepreneurship, Strategic Business..., Asset Protection, Wealth Accumulation..., Wealth Accumulation, Tax Minimization, Term and Life Insurance, Disability Insurance, Income Protection..., Retirement Planning, Retirement Plan..., Retirement Savings, Wealth Preservation..., College Tuition Funding
Education
University of Colorado Boulder - Leeds School of Business 2009 — 2013
Bachelor's Degree, Business
University of Virginia 2011 — 2011
Study Abroad, Summer at Sea
Anna Brueske, CPA Anna Brueske, CPA's North Star Resource Group Experience May 2015 - Present
Job
Industry Accounting
Experience
North Star Resource Group May 2015 - Present
Shaw/Stewart Lumber Company September 2014 - May 2015
Vercon Inc August 2013 - August 2014
Northway Construction Services August 2011 - August 2014
LarsonAllen LLP January 2011 - April 2011
Trout Lake Camp January 2007 - February 2010
Skills
Account Reconciliation, Cost Accounting, Finance, Accounting, Bank Reconciliation, Financial Reporting, General Ledger, Journal Entries, Microsoft Office, QuickBooks, Budgets, Accounting for Small..., Accounts..., Aging Reports, Internal Audit, Job Costing, Microsoft Excel, Peachtree, Tax Preparation, Depreciation, Income Tax, Year-end Close, A/R collections, Chameleon, Cloud Computing, Digital Archiving, Masterbuilder, OneNote, Outlook, Agility, Monthly Close Process
Education
College of St Scholastica 2008 — 2009
BA, Accounting
University of Minnesota-Twin Cities
North Star Resource Group May 2015 - Present
Shaw/Stewart Lumber Company September 2014 - May 2015
Vercon Inc August 2013 - August 2014
Northway Construction Services August 2011 - August 2014
LarsonAllen LLP January 2011 - April 2011
Trout Lake Camp January 2007 - February 2010
Skills
Account Reconciliation, Cost Accounting, Finance, Accounting, Bank Reconciliation, Financial Reporting, General Ledger, Journal Entries, Microsoft Office, QuickBooks, Budgets, Accounting for Small..., Accounts..., Aging Reports, Internal Audit, Job Costing, Microsoft Excel, Peachtree, Tax Preparation, Depreciation, Income Tax, Year-end Close, A/R collections, Chameleon, Cloud Computing, Digital Archiving, Masterbuilder, OneNote, Outlook, Agility, Monthly Close Process
Education
College of St Scholastica 2008 — 2009
BA, Accounting
University of Minnesota-Twin Cities
Brannon King, APMA® Brannon King, APMA®'s North Star Resource Group Experience June 2011 - August 2011
Job Internal Retirement Consultant II at Allianz Life
Industry Investment Management
Experience
Allianz Life May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2015
Ameriprise Financial Services, Inc. June 2012 - January 2014
Mutual of Omaha January 2012 - May 2012
U of M Stock Trader's Club May 2011 - May 2012
U of M Investment Fund December 2010 - May 2012
Carlson School of Management September 2009 - May 2012
Receivables Control Corporation June 2011 - September 2011
North Star Resource Group June 2011 - August 2011
Lord Fletcher's May 2008 - September 2010
Skills
Finance, Financial Modeling, Financial Advisory, Leadership, Time Management, Mutual Funds, Financial Services, Customer Service, PowerPoint, Financial Planning, Financial Analysis, Strategic Financial..., Social Skills, Social Media, Retirement, Microsoft Excel, Microsoft Office
Education
Orono
University of Minnesota - Carlson School of Management
Allianz Life May 2015 - Present
Ameriprise Financial Services, Inc. January 2014 - May 2015
Ameriprise Financial Services, Inc. June 2012 - January 2014
Mutual of Omaha January 2012 - May 2012
U of M Stock Trader's Club May 2011 - May 2012
U of M Investment Fund December 2010 - May 2012
Carlson School of Management September 2009 - May 2012
Receivables Control Corporation June 2011 - September 2011
North Star Resource Group June 2011 - August 2011
Lord Fletcher's May 2008 - September 2010
Skills
Finance, Financial Modeling, Financial Advisory, Leadership, Time Management, Mutual Funds, Financial Services, Customer Service, PowerPoint, Financial Planning, Financial Analysis, Strategic Financial..., Social Skills, Social Media, Retirement, Microsoft Excel, Microsoft Office
Education
Orono
University of Minnesota - Carlson School of Management
Garrett Easley's North Star Resource Group Experience January 2011 - June 2012
Job Innovative Software Sales at Sage
Industry Computer Software
Experience
Sage September 2014 - Present
CrownPeak February 2014 - September 2014
Culver Careers August 2012 - January 2014
North Star Resource Group January 2011 - June 2012
Skills
Recruiting, Marketing, Financial Services, Financial Advisory, Sales Management, Sales, Customer Service, Finance, Hiring, Cold Calling, Selling, Account Management, Building Relationships, Sourcing, Leadership, Management, Salesforce.com, Business Development, CRM, SaaS, Solution Selling, Lead Generation
Education
University of Oregon 2006 — 2010
Bachelor's Degree, Psychology, Business
Sage September 2014 - Present
CrownPeak February 2014 - September 2014
Culver Careers August 2012 - January 2014
North Star Resource Group January 2011 - June 2012
Skills
Recruiting, Marketing, Financial Services, Financial Advisory, Sales Management, Sales, Customer Service, Finance, Hiring, Cold Calling, Selling, Account Management, Building Relationships, Sourcing, Leadership, Management, Salesforce.com, Business Development, CRM, SaaS, Solution Selling, Lead Generation
Education
University of Oregon 2006 — 2010
Bachelor's Degree, Psychology, Business
Patrick Williams, AIF ® Patrick Williams, AIF ®'s North Star Resource Group Experience January 1984 - December 1988
Job Accredited Investment Fiduciary | Retirement Plan Fiduciary | Technical Analysis | IAR at Williams Group
Industry Investment Management
Experience
Williams Group January 2008 - Present
The KNW Group 2002 - 2007
Williams Group, Inc January 1988 - December 2001
North Star Resource Group January 1984 - December 1988
Skills
Retirement Planning, Investments, 401k, Investment Management, Investment Strategies, Retirement, Wealth Management, Asset Management, Pensions, Financial Advisory, Investment Advisory, Financial Analysis, Strategic Financial..., Finance, Financial Services, Retirement Plan..., Asset Managment, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management..., Employee Benefits, Series 7, Securities, Hedge Funds, IRAs, Series 63, Wealth, Accredited Investment...
Education
University of Minnesota-Twin Cities 1978 — 1982
BA, Finance, Marketing
Williams Group January 2008 - Present
The KNW Group 2002 - 2007
Williams Group, Inc January 1988 - December 2001
North Star Resource Group January 1984 - December 1988
Skills
Retirement Planning, Investments, 401k, Investment Management, Investment Strategies, Retirement, Wealth Management, Asset Management, Pensions, Financial Advisory, Investment Advisory, Financial Analysis, Strategic Financial..., Finance, Financial Services, Retirement Plan..., Asset Managment, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management..., Employee Benefits, Series 7, Securities, Hedge Funds, IRAs, Series 63, Wealth, Accredited Investment...
Education
University of Minnesota-Twin Cities 1978 — 1982
BA, Finance, Marketing
Jordan Cockeram's North Star Resource Group Experience October 2011 - May 2012
Job Associate Producer at MTV Networks
Industry Entertainment
Experience
MTV Networks November 2014 - March 2015
Legendary Entertainment April 2014 - November 2014
Eldrick Productions July 2014 - July 2014
Carlson School of Management, Growth Funds Enterprise September 2013 - December 2013
Greene Holcomb Fisher September 2013 - December 2013
BermanBraun June 2013 - August 2013
Piper Jaffray May 2012 - December 2012
North Star Resource Group October 2011 - May 2012
Buffalo Wild Wings December 2010 - September 2011
Pratt Elementary School January 2011 - May 2011
Skills
Marketing, Analysis, Team Leadership, Microsoft Excel, Access, Management, PowerPoint, Financial Modeling, Microsoft Office, Financial Analysis, Leadership, Event Planning, Data Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelors of Science in Business, Finance
MTV Networks November 2014 - March 2015
Legendary Entertainment April 2014 - November 2014
Eldrick Productions July 2014 - July 2014
Carlson School of Management, Growth Funds Enterprise September 2013 - December 2013
Greene Holcomb Fisher September 2013 - December 2013
BermanBraun June 2013 - August 2013
Piper Jaffray May 2012 - December 2012
North Star Resource Group October 2011 - May 2012
Buffalo Wild Wings December 2010 - September 2011
Pratt Elementary School January 2011 - May 2011
Skills
Marketing, Analysis, Team Leadership, Microsoft Excel, Access, Management, PowerPoint, Financial Modeling, Microsoft Office, Financial Analysis, Leadership, Event Planning, Data Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelors of Science in Business, Finance
Joe Cramer Joe Cramer's North Star Resource Group Experience July 2011 - February 2015
Job Financial Advisor at Healy Financial
Industry Financial Services
Experience
Healy Financial March 2015 - Present
North Star Resource Group July 2011 - February 2015
North Star Resource Group June 2010 - July 2011
Skills
Investments, Securities, Retirement, Series 7, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, 401k, Disability Insurance, Life Insurance
Education
University of Minnesota-Twin Cities 2007 — 2011
BSB, Finance
Healy Financial March 2015 - Present
North Star Resource Group July 2011 - February 2015
North Star Resource Group June 2010 - July 2011
Skills
Investments, Securities, Retirement, Series 7, Uniform Combined State..., Wealth Management, Investment Strategies, Retirement Planning, 401k, Disability Insurance, Life Insurance
Education
University of Minnesota-Twin Cities 2007 — 2011
BSB, Finance
Andrew Sakai's North Star Resource Group Experience June 2011 - July 2011
Job Financial / Accounting Analyst at Government Portfolio Advisors LLC
Industry Accounting
Experience
Government Portfolio Advisors LLC January 2015 - Present
Alten Sakai & Company LLP February 2012 - October 2014
North Star Resource Group June 2011 - July 2011
Fins Feathers and Furs June 2008 - July 2010
Skills
Microsoft Excel, Customer Service, Time Management, Microsoft Office, Management, Organization, Accounting, Compilation Of..., Client Relations Skills, Meet Deadlines, Microsoft Word, Sales, Marketing, PowerPoint
Education
University of Oregon 2007 — 2011
Undergraduate, Accounting
Government Portfolio Advisors LLC January 2015 - Present
Alten Sakai & Company LLP February 2012 - October 2014
North Star Resource Group June 2011 - July 2011
Fins Feathers and Furs June 2008 - July 2010
Skills
Microsoft Excel, Customer Service, Time Management, Microsoft Office, Management, Organization, Accounting, Compilation Of..., Client Relations Skills, Meet Deadlines, Microsoft Word, Sales, Marketing, PowerPoint
Education
University of Oregon 2007 — 2011
Undergraduate, Accounting
Matthew Clauer's North Star Resource Group Experience May 2009 - August 2009
Job Merchant for TV's at Best Buy
Industry Retail
Experience
Best Buy March 2014 - Present
Best Buy March 2013 - March 2014
Best Buy June 2011 - March 2013
North Star Resource Group May 2009 - August 2009
Cabela's May 2008 - August 2009
Skills
Retail, Microsoft Office, Merchandising, Sales, Financial Analysis, Business Analysis, Communication, Teaching, Analysis, Multi-channel Retail, Assortment, Microsoft Excel, Planograms, Pricing, P, Consumer Electronics, Retail Buying
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BS, Finance
Best Buy March 2014 - Present
Best Buy March 2013 - March 2014
Best Buy June 2011 - March 2013
North Star Resource Group May 2009 - August 2009
Cabela's May 2008 - August 2009
Skills
Retail, Microsoft Office, Merchandising, Sales, Financial Analysis, Business Analysis, Communication, Teaching, Analysis, Multi-channel Retail, Assortment, Microsoft Excel, Planograms, Pricing, P, Consumer Electronics, Retail Buying
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BS, Finance
Jennifer Mering's North Star Resource Group Experience March 2013 - September 2013
Job Account Specialist CSR at Medtronic
Industry Financial Services
Experience
Medtronic February 2015 - Present
GP Homestay - The Cambridge Institute of International Education December 2014 - May 2015
NorthMarq November 2013 - February 2015
North Star Resource Group March 2013 - September 2013
Clear Channel Radio January 2013 - May 2013
Target August 2011 - April 2013
Eating Italy Rome Food Tours August 2012 - December 2012
Kappa Alpha Theta January 2011 - May 2012
European-Atlantic Group May 2011 - July 2011
Kappa Alpha Theta September 2010 - January 2011
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Time Management, Microsoft Word
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts (BA), Political Science and European Area Studies
Shanley High School 2005 — 2009
Medtronic February 2015 - Present
GP Homestay - The Cambridge Institute of International Education December 2014 - May 2015
NorthMarq November 2013 - February 2015
North Star Resource Group March 2013 - September 2013
Clear Channel Radio January 2013 - May 2013
Target August 2011 - April 2013
Eating Italy Rome Food Tours August 2012 - December 2012
Kappa Alpha Theta January 2011 - May 2012
European-Atlantic Group May 2011 - July 2011
Kappa Alpha Theta September 2010 - January 2011
Skills
Customer Service, Social Media, Microsoft Office, PowerPoint, Time Management, Microsoft Word
Education
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Arts (BA), Political Science and European Area Studies
Shanley High School 2005 — 2009
Jordan Youngblade's North Star Resource Group Experience April 2014 - Present
Job Financial Advisor for Dentists and Medical Professionals
Industry Financial Services
Experience
North Star Resource Group April 2014 - Present
YogaPod January 2014 - Present
North Star Resource Group October 2013 - April 2014
North Star Resource Group June 2013 - September 2013
North Star Resource Group January 2013 - May 2013
Skills
Marketing, Public Speaking, PowerPoint, Facebook, Social Networking, Organizational..., Microsoft Office, Microsoft Excel, Microsoft Word, Certified Yoga..., Customer Service, Organization, Spanish, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
CIEE Barcelona Business and Culture 2012 — 2012
International Business
North Star Resource Group April 2014 - Present
YogaPod January 2014 - Present
North Star Resource Group October 2013 - April 2014
North Star Resource Group June 2013 - September 2013
North Star Resource Group January 2013 - May 2013
Skills
Marketing, Public Speaking, PowerPoint, Facebook, Social Networking, Organizational..., Microsoft Office, Microsoft Excel, Microsoft Word, Certified Yoga..., Customer Service, Organization, Spanish, Time Management
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, Senior
CIEE Barcelona Business and Culture 2012 — 2012
International Business
Edward 'Ted' Smith, RHU, CLU, ChFC, CLTC's North Star Resource Group Experience January 1977 - Present
Job Financial Advisor Integrated Equity Management, Inc.
Industry Financial Services
Experience
Integrated Equity Management, Inc February 1984 - Present
North Star Resource Group January 1977 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Series 7, Financial Analysis, Mutual Funds, Retirement, Insurance, Investment Advisory, Asset Allocation
Education
American College
CLU, ChFC
University of Minnesota-Twin Cities
Bachelor of Business Administration (B.B.A.), Business Marketing and Finance
Integrated Equity Management, Inc February 1984 - Present
North Star Resource Group January 1977 - Present
Skills
Strategic Financial..., Retirement Planning, Investments, Wealth Management, Portfolio Management, Series 7, Financial Analysis, Mutual Funds, Retirement, Insurance, Investment Advisory, Asset Allocation
Education
American College
CLU, ChFC
University of Minnesota-Twin Cities
Bachelor of Business Administration (B.B.A.), Business Marketing and Finance
Luke Strode Luke Strode's North Star Resource Group Experience July 2013 - Present
Job Financial Advisor at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group July 2013 - Present
UBS June 2011 - August 2011
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General and Entrepreneurship
Regis Jesuit High School 2004 — 2008
North Star Resource Group July 2013 - Present
UBS June 2011 - August 2011
Education
University of Arizona 2008 — 2012
Bachelor of Science (B.S.), Finance, General and Entrepreneurship
Regis Jesuit High School 2004 — 2008
Bailey Murphy Bailey Murphy's North Star Resource Group Experience October 2013 - February 2014
Job Project Coordinator at Wunderman
Industry Public Relations and Communications
Experience
Wunderman April 2015 - June 2015
Falls Agency August 2014 - March 2015
Social Dance Studio September 2014 - November 2014
Wells Fargo April 2014 - August 2014
North Star Resource Group October 2013 - February 2014
Twin Cities Habitat for Humanity June 2013 - October 2013
The Murder Mystery Company November 2010 - June 2013
The Wedding Shoppe December 2011 - January 2012
Cara Irish Pubs July 2011 - December 2011
Hubbard Broadcasting March 2009 - December 2011
Skills
Management, Event Planning, Social Media, Nonprofits, Social Media Marketing, Non-profits, Office Administration, Internal Communications, Fundraising, Social Networking, Facebook, Marketing Communications, Public Relations, Event Management, Editing, Research, Customer Service, Microsoft Office
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts, Communication Studies
Wunderman April 2015 - June 2015
Falls Agency August 2014 - March 2015
Social Dance Studio September 2014 - November 2014
Wells Fargo April 2014 - August 2014
North Star Resource Group October 2013 - February 2014
Twin Cities Habitat for Humanity June 2013 - October 2013
The Murder Mystery Company November 2010 - June 2013
The Wedding Shoppe December 2011 - January 2012
Cara Irish Pubs July 2011 - December 2011
Hubbard Broadcasting March 2009 - December 2011
Skills
Management, Event Planning, Social Media, Nonprofits, Social Media Marketing, Non-profits, Office Administration, Internal Communications, Fundraising, Social Networking, Facebook, Marketing Communications, Public Relations, Event Management, Editing, Research, Customer Service, Microsoft Office
Education
University of Minnesota-Twin Cities 2008 — 2011
Bachelor of Arts, Communication Studies
Jasmine McCaslen's North Star Resource Group Experience August 2011 - July 2012
Job SIU Fraud Claims Investigator at Stillwater Insurance
Industry Legal Services
Experience
Stillwater Insurance Group October 2013 - August 2015
FBI June 2013 - April 2014
Anderson & Prahm, P.L.C July 2012 - May 2013
Jerry's Pizza April 2007 - May 2013
North Star Resource Group August 2011 - July 2012
Education
University of Iowa 2010 — 2013
Bachelor's Degree, Major: Ethics & Public Policy; Minor: Sociology
Western Iowa Tech Community College 2008 — 2010
Stillwater Insurance Group October 2013 - August 2015
FBI June 2013 - April 2014
Anderson & Prahm, P.L.C July 2012 - May 2013
Jerry's Pizza April 2007 - May 2013
North Star Resource Group August 2011 - July 2012
Education
University of Iowa 2010 — 2013
Bachelor's Degree, Major: Ethics & Public Policy; Minor: Sociology
Western Iowa Tech Community College 2008 — 2010
Neary Chhe's North Star Resource Group Experience October 2012 - October 2013
Job Marketing Specialist at OptumRx
Industry Marketing and Advertising
Experience
UnitedHealth Group, OptumRx Division October 2013 - Present
North Star Resource Group October 2012 - October 2013
Marriott International August 2011 - October 2012
Wells Fargo Bank August 2009 - July 2011
Ordway Center for the Performing Arts April 2008 - August 2009
Jimmy John's August 2007 - August 2009
Skills
InDesign, Photoshop, Advertising, Web Design, Event Planning, PowerPoint, Microsoft Word, Marketing Communications, Social Networking, Copywriting, Dreamweaver, Microsoft Office, Editing, Customer Service, Creative Writing, Facebook, Blogging, Social Media, Adobe Creative Suite, Research, Design, Corporate Websites, Website Development, Newsletters, Graphic Design, Art Direction, Sales, Press Releases, WordPress, Public Relations, Creative Strategy, Photography, MailChimp, Email Marketing, HTML, CSS, Microsoft Excel, Twitter, Content Marketing, Social Media Marketing, Brand Development
Education
University of Minnesota-Twin Cities 2008 — 2012
B.A. Professional Journalism, Marketing & Advertising, minor in Design
UnitedHealth Group, OptumRx Division October 2013 - Present
North Star Resource Group October 2012 - October 2013
Marriott International August 2011 - October 2012
Wells Fargo Bank August 2009 - July 2011
Ordway Center for the Performing Arts April 2008 - August 2009
Jimmy John's August 2007 - August 2009
Skills
InDesign, Photoshop, Advertising, Web Design, Event Planning, PowerPoint, Microsoft Word, Marketing Communications, Social Networking, Copywriting, Dreamweaver, Microsoft Office, Editing, Customer Service, Creative Writing, Facebook, Blogging, Social Media, Adobe Creative Suite, Research, Design, Corporate Websites, Website Development, Newsletters, Graphic Design, Art Direction, Sales, Press Releases, WordPress, Public Relations, Creative Strategy, Photography, MailChimp, Email Marketing, HTML, CSS, Microsoft Excel, Twitter, Content Marketing, Social Media Marketing, Brand Development
Education
University of Minnesota-Twin Cities 2008 — 2012
B.A. Professional Journalism, Marketing & Advertising, minor in Design
Matt Merchant Jr's North Star Resource Group Experience January 2014 - March 2014
Job Finance & Accounting
Industry Marketing and Advertising
Experience
Department of Defense May 2015 - Present
COALFIRE PIZZA August 2014 - August 2015
North Star Resource Group January 2014 - March 2014
MDUA/AAUA March 2011 - 2014
Mariner Finance July 2013 - August 2013
Safeway January 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Social Media, Management, Marketing, Social Networking
Education
Towson University
Bachelor of Business Administration (BBA), Business Management
Arundel High School 2006 — 2010
Department of Defense May 2015 - Present
COALFIRE PIZZA August 2014 - August 2015
North Star Resource Group January 2014 - March 2014
MDUA/AAUA March 2011 - 2014
Mariner Finance July 2013 - August 2013
Safeway January 2013 - June 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Research, Teamwork, Social Media, Management, Marketing, Social Networking
Education
Towson University
Bachelor of Business Administration (BBA), Business Management
Arundel High School 2006 — 2010
McGivern Dan McGivern Dan's North Star Resource Group Experience 1986 - Present
Job at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group 1986 - Present
Skills
Long-term Care, Retirement, Retirement Planning, Fixed Annuities, Wealth Management, Estate Planning, Investments, Personal Financial..., Investment Strategies, Sales, Life Insurance, Customer Service, Strategic Planning, Securities, Wealth Accumulation, Strategic Financial..., Disability Insurance
Education
University of Iowa
North Star Resource Group 1986 - Present
Skills
Long-term Care, Retirement, Retirement Planning, Fixed Annuities, Wealth Management, Estate Planning, Investments, Personal Financial..., Investment Strategies, Sales, Life Insurance, Customer Service, Strategic Planning, Securities, Wealth Accumulation, Strategic Financial..., Disability Insurance
Education
University of Iowa
Heather Harvey Heather Harvey's North Star Resource Group Experience August 2005 - January 2006
Job Regional Account Manager at Henkel
Industry Electrical/Electronic Manufacturing
Experience
Henkel November 2013 - Present
The Bergquist Company October 2009 - November 2013
The Bergquist Company October 2008 - October 2009
KinderCare January 2006 - October 2008
North Star Resource Group August 2005 - January 2006
Skills
Account Management, CRM, Customer Satisfaction, Customer Service, Manufacturing, Microsoft Excel, Pricing, Sales, New Business Development
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts, Psychology
Henkel November 2013 - Present
The Bergquist Company October 2009 - November 2013
The Bergquist Company October 2008 - October 2009
KinderCare January 2006 - October 2008
North Star Resource Group August 2005 - January 2006
Skills
Account Management, CRM, Customer Satisfaction, Customer Service, Manufacturing, Microsoft Excel, Pricing, Sales, New Business Development
Education
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts, Psychology
Tanya Ninneman Tanya Ninneman's North Star Resource Group Experience June 2007 - March 2009
Job Brokerage Surveillance Principal at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans June 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - March 2012
Redhawk Wealth Advisors March 2009 - October 2010
North Star Resource Group June 2007 - March 2009
Securian Financial Group 2000 - 2007
Skills
Financial Services, Series 7, Series 24, Series 63, Series 65, Finance, Trading, CRM, 401k, FINRA, IRAs, Fixed Income, Equities, Call Centers, Back Office, Bloomberg, Variable Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care
Education
University of Minnesota-Duluth 1994 — 2000
Psychology / Philosophy
Thrivent Financial for Lutherans June 2012 - Present
Ameriprise Financial Services, Inc. November 2010 - March 2012
Redhawk Wealth Advisors March 2009 - October 2010
North Star Resource Group June 2007 - March 2009
Securian Financial Group 2000 - 2007
Skills
Financial Services, Series 7, Series 24, Series 63, Series 65, Finance, Trading, CRM, 401k, FINRA, IRAs, Fixed Income, Equities, Call Centers, Back Office, Bloomberg, Variable Annuities, Insurance, Life Insurance, Disability Insurance, Long-term Care
Education
University of Minnesota-Duluth 1994 — 2000
Psychology / Philosophy
Josh Barnard Josh Barnard's North Star Resource Group Experience October 2005 - December 2009
Job Instructor at Barnard's Martial Arts
Industry Financial Services
Experience
Barnard's Martial Arts June 2011 - Present
Eagil Financial and Eagil Life Settlements January 2010 - Present
North Star Resource Group October 2005 - December 2009
GT Financial/GT Mortgage September 2003 - December 2009
Prudential Financial 1999 - 2003
American Express Financial Advisors 1997 - 1998
Education
University of Arkansas 1990 — 1994
Barnard's Martial Arts June 2011 - Present
Eagil Financial and Eagil Life Settlements January 2010 - Present
North Star Resource Group October 2005 - December 2009
GT Financial/GT Mortgage September 2003 - December 2009
Prudential Financial 1999 - 2003
American Express Financial Advisors 1997 - 1998
Education
University of Arkansas 1990 — 1994
Brittny Koenig Brittny Koenig's North Star Resource Group Experience April 2013 - August 2014
Job Financial Advisor at North Star Consultants of Texas
Industry Financial Services
Experience
North Star Consultants of Texas April 2013 - Present
North Star Resource Group April 2013 - August 2014
Bank of America August 2012 - March 2013
jcpenney June 2008 - August 2012
Skills
Finance, Financial Services, Financial Planning, Risk Management, Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Series 7, Time Management, Customer Service, Sales, Healthcare
Education
University of North Carolina at Pembroke 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
North Star Consultants of Texas April 2013 - Present
North Star Resource Group April 2013 - August 2014
Bank of America August 2012 - March 2013
jcpenney June 2008 - August 2012
Skills
Finance, Financial Services, Financial Planning, Risk Management, Financial Analysis, Retirement Planning, Wealth Management, Portfolio Management, Microsoft Excel, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Series 7, Time Management, Customer Service, Sales, Healthcare
Education
University of North Carolina at Pembroke 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Cuberos Mario J Cuberos Mario J's North Star Resource Group Experience June 2008 - March 2009
Job BUSINESS BROKER, COMERCIAL REAL ESTATE AGENT
Industry Financial Services
Experience
VR Business Brokers April 2009 - Present
North Star Resource Group June 2008 - March 2009
Skills
Real Estate, Sellers, Sales, First Time Home Buyers, Business Brokerage, Financial Analysis, Investment Properties, Business Planning, Entrepreneurship, Finance, New Business Development, Residential Homes, Online Marketing, Marketing Strategy, Leadership, Strategic Planning, Management, Selling, Strategic Financial..., Investments, Small Business, Start-ups, Mergers & Acquisitions, Brokerage, Valuation, Contract Negotiation, Negotiation, Marketing, Business Development
Education
Universidad del Zulia 1986 — 1992
ECONOMICS, ECONOMY
VR Business Brokers April 2009 - Present
North Star Resource Group June 2008 - March 2009
Skills
Real Estate, Sellers, Sales, First Time Home Buyers, Business Brokerage, Financial Analysis, Investment Properties, Business Planning, Entrepreneurship, Finance, New Business Development, Residential Homes, Online Marketing, Marketing Strategy, Leadership, Strategic Planning, Management, Selling, Strategic Financial..., Investments, Small Business, Start-ups, Mergers & Acquisitions, Brokerage, Valuation, Contract Negotiation, Negotiation, Marketing, Business Development
Education
Universidad del Zulia 1986 — 1992
ECONOMICS, ECONOMY
Anthony J. Schau, CFP Anthony J. Schau, CFP's North Star Resource Group Experience April 1992 - Present
Job Regional Vice President at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group April 1992 - Present
Skills
Securities, Retirement Planning, Financial Services, Retirement, Fixed Annuities, Life Insurance, Investments, Series 7, Wealth Management, Financial Planning, Estate Planning, Insurance, 401k, Strategic Financial..., Disability Insurance, Series 63, Mutual Funds
Education
University of Iowa 1989 — 1992
BBA, Finance
North Star Resource Group April 1992 - Present
Skills
Securities, Retirement Planning, Financial Services, Retirement, Fixed Annuities, Life Insurance, Investments, Series 7, Wealth Management, Financial Planning, Estate Planning, Insurance, 401k, Strategic Financial..., Disability Insurance, Series 63, Mutual Funds
Education
University of Iowa 1989 — 1992
BBA, Finance
Gary H Schwartz CLU ChFC CRPC Gary H Schwartz CLU ChFC CRPC's North Star Resource Group Experience February 2013 - Present
Job Author, Global Speaker and Senior Vice PresidentAdvisor Growth and Development
Industry Financial Services
Experience
North Star Resource Group February 2013 - Present
Ameriprise Financial Services November 2002 - November 2012
Securian Financial Group 1975 - 2002
Skills
Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Asset Allocation, Sales Management, Business Strategy, Recruiting, Leadership, Coaching, Finance, Strategic Financial..., Banking, Small Business, Financial Services, Securities, Retirement, Wealth Management, Succession Planning, Insurance, Investment Advisory, Series 63, Estate Planning, 401k
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Masters of Arts, Industrial Relations
University of Minnesota-Twin Cities 1971 — 1975
Bachelor of Arts-Business, Business, Economics, Statistics
North Star Resource Group February 2013 - Present
Ameriprise Financial Services November 2002 - November 2012
Securian Financial Group 1975 - 2002
Skills
Series 7, Mutual Funds, Financial Advisory, Retirement Planning, Asset Allocation, Sales Management, Business Strategy, Recruiting, Leadership, Coaching, Finance, Strategic Financial..., Banking, Small Business, Financial Services, Securities, Retirement, Wealth Management, Succession Planning, Insurance, Investment Advisory, Series 63, Estate Planning, 401k
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Masters of Arts, Industrial Relations
University of Minnesota-Twin Cities 1971 — 1975
Bachelor of Arts-Business, Business, Economics, Statistics
Sandra Mayasich Sandra Mayasich's North Star Resource Group Experience January 1984 - June 1989
Job VP of Finance ExceleraRx Corp.
Industry Accounting
Experience
D'Agostino Master Audio Systems 2011 - March 2015
Prism Capital, Inc. June 2002 - December 2008
Churchill Capital June 1989 - December 1999
North Star Resource Group January 1984 - June 1989
Deloitte & Touche 1980 - 1984
Touche Ross & Co. 1980 - 1984
Skills
Financial Accounting, Alternative Investments..., Financial Structuring, Banking, Due Diligence, Mezzanine, Alternative Investments, Mergers & Acquisitions, Negotiation, Capital Structure, Corporate Finance, Underwriting, Equities, Private Equity, Management Consulting, Capital Markets, Middle Market, Deal Sourcing, Investment Banking, Financial Analysis, Income Tax, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1976 — 1979
BS, Accounting
D'Agostino Master Audio Systems 2011 - March 2015
Prism Capital, Inc. June 2002 - December 2008
Churchill Capital June 1989 - December 1999
North Star Resource Group January 1984 - June 1989
Deloitte & Touche 1980 - 1984
Touche Ross & Co. 1980 - 1984
Skills
Financial Accounting, Alternative Investments..., Financial Structuring, Banking, Due Diligence, Mezzanine, Alternative Investments, Mergers & Acquisitions, Negotiation, Capital Structure, Corporate Finance, Underwriting, Equities, Private Equity, Management Consulting, Capital Markets, Middle Market, Deal Sourcing, Investment Banking, Financial Analysis, Income Tax, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1976 — 1979
BS, Accounting
Kyle Larsen's North Star Resource Group Experience November 2011 - Present
Job Financial Advisor at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group November 2011 - Present
Skills
Retirement, Series 7, Series 66, Accident, Life & Health, Fixed Annuities, Securities, Life Insurance, Disability Insurance, Financial Services, Finance, Risk Management, Tax, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Holistic Financial...
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
North Star Resource Group November 2011 - Present
Skills
Retirement, Series 7, Series 66, Accident, Life & Health, Fixed Annuities, Securities, Life Insurance, Disability Insurance, Financial Services, Finance, Risk Management, Tax, Retirement Planning, Wealth Management, Asset Allocation, Mutual Funds, Holistic Financial...
Education
University of Iowa
Bachelor of Business Administration (B.B.A.), Finance and Risk Management
Alexandria Cimino's North Star Resource Group Experience September 2011 - April 2012
Job Office Manager at Donegal Racing
Industry Public Relations and Communications
Experience
Donegal Racing March 2014 - Present
Flynn Wright June 2013 - January 2014
Mary Kay Inc. October 2012 - October 2013
North Star Resource Group September 2011 - April 2012
Farm Bureau Insurance May 2010 - May 2011
Skills
Public Relations, Social Media..., Blogging, Advertising, Managing Accounts, Communication, Social Media Outreach, Social Media, American Sign Language, Facebook, Twitter, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Insurance Background, Cold Calling
Education
University of Iowa 2009 — 2013
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Donegal Racing March 2014 - Present
Flynn Wright June 2013 - January 2014
Mary Kay Inc. October 2012 - October 2013
North Star Resource Group September 2011 - April 2012
Farm Bureau Insurance May 2010 - May 2011
Skills
Public Relations, Social Media..., Blogging, Advertising, Managing Accounts, Communication, Social Media Outreach, Social Media, American Sign Language, Facebook, Twitter, Public Speaking, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Insurance Background, Cold Calling
Education
University of Iowa 2009 — 2013
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Jake Creedon Jake Creedon's North Star Resource Group Experience May 2014 - August 2014
Job Associate Recruiter
Industry Education Management
Experience
Barton Associates Inc. September 2015 - Present
The University of Arizona August 2011 - May 2015
North Star Resource Group May 2014 - August 2014
American Family Insurance May 2013 - September 2013
Energy First Exteriors August 2010 - February 2011
Skills
Sales, Teamwork, PowerPoint, Time Management, Microsoft Excel, Facebook, Customer Service, Marketing, Microsoft Office, Leadership, Public Speaking, Microsoft Word, Social Media, Social Networking, Event Planning, Social Media Marketing, Research, Communication, Photoshop, Training, Marketing Strategy
Education
University of Arizona 2011 — 2015
Bachelor's degree, Business/Managerial Economics
Corona Del Sol High School
Barton Associates Inc. September 2015 - Present
The University of Arizona August 2011 - May 2015
North Star Resource Group May 2014 - August 2014
American Family Insurance May 2013 - September 2013
Energy First Exteriors August 2010 - February 2011
Skills
Sales, Teamwork, PowerPoint, Time Management, Microsoft Excel, Facebook, Customer Service, Marketing, Microsoft Office, Leadership, Public Speaking, Microsoft Word, Social Media, Social Networking, Event Planning, Social Media Marketing, Research, Communication, Photoshop, Training, Marketing Strategy
Education
University of Arizona 2011 — 2015
Bachelor's degree, Business/Managerial Economics
Corona Del Sol High School
Michael Paulus, CFP®, CLU®, ChFC® Michael Paulus, CFP®, CLU®, ChFC®'s North Star Resource Group Experience May 2009 - Present
Job Financial Advisor at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group May 2009 - Present
Skills
Investments, Strategic Financial..., Uniform Combined State..., Retirement, Wealth Management, Fixed Annuities, Series 7, Securities, Life Insurance, Financial Services, Disability Insurance, Finance, 401k, Leadership, Loans
Education
University of Minnesota - Carlson School of Management
BSB, Finance and Financial Management Services
Maple Grove Senior High
North Star Resource Group May 2009 - Present
Skills
Investments, Strategic Financial..., Uniform Combined State..., Retirement, Wealth Management, Fixed Annuities, Series 7, Securities, Life Insurance, Financial Services, Disability Insurance, Finance, 401k, Leadership, Loans
Education
University of Minnesota - Carlson School of Management
BSB, Finance and Financial Management Services
Maple Grove Senior High
Brett Ullen Brett Ullen's North Star Resource Group Experience May 1994 - August 2002
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2002 - Present
North Star Resource Group May 1994 - August 2002
Education
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Applied Science, Business
Northwestern Mutual October 2002 - Present
North Star Resource Group May 1994 - August 2002
Education
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Applied Science, Business
Tracie LaRue Tracie LaRue's North Star Resource Group Experience December 2000 - December 2008
Job Founder and President of Professional Performance Coaching, LLC
Industry Professional Training & Coaching
Experience
Professional Performance Coaching, LLC November 2008 - Present
North Star Resource Group December 2000 - December 2008
Securian Financial Group 2000 - 2008
Education
University of Minnesota-Twin Cities
BA, Psychology
Professional Performance Coaching, LLC November 2008 - Present
North Star Resource Group December 2000 - December 2008
Securian Financial Group 2000 - 2008
Education
University of Minnesota-Twin Cities
BA, Psychology
RIkita Davis RIkita Davis's North Star Resource Group Experience September 2009 - December 2009
Job Human Resources
Industry Human Resources
Experience
City of Minneapolis June 2014 - Present
CSAAC October 2012 - February 2014
Mid- Atlantic Federal Credit Union September 2011 - October 2012
PRIMEDIA Company September 2010 - August 2011
North Star Resource Group September 2009 - December 2009
AirClic Marketing, Minneapolis, MN June 2008 - September 2008
Skills
ADP Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Employee Benefits, Payroll
Education
University of Minnesota-Twin Cities 2005 — 2010
BS, Business and Marketing Education
University of Minnesota-Twin Cities 2005 — 2010
Minor, Youth Studies
City of Minneapolis June 2014 - Present
CSAAC October 2012 - February 2014
Mid- Atlantic Federal Credit Union September 2011 - October 2012
PRIMEDIA Company September 2010 - August 2011
North Star Resource Group September 2009 - December 2009
AirClic Marketing, Minneapolis, MN June 2008 - September 2008
Skills
ADP Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Administrative..., Employee Benefits, Payroll
Education
University of Minnesota-Twin Cities 2005 — 2010
BS, Business and Marketing Education
University of Minnesota-Twin Cities 2005 — 2010
Minor, Youth Studies
Jessica Wengronowitz's North Star Resource Group Experience 2008 - 2011
Job Judicial Law Clerk at Circuit Court of Jackson County, Division 14
Industry Law Practice
Experience
Circuit Court of Jackson County, Division 14 January 2015 - Present
Arnold Law Firm LLC January 2014 - January 2015
Child & Family Services Clinic - UMKC January 2012 - May 2014
Jackson County Family Court August 2013 - December 2013
Berkowitz, Cook, Gondring & Driskell, LLC May 2013 - December 2013
Jackson County Prosecutor's Office May 2012 - August 2012
The Daily Campus August 2010 - May 2011
North Star Resource Group 2008 - 2011
Skills
Courts, Legal Issues, Family Law, Westlaw, Legal Research, Public Speaking, Trial Practice, Customer Service, Analytical Skills, Legal Writing, Criminal Law, Hearings, Motions
Education
University of Missouri-Kansas City School of Law 2011 — 2014
Juris Doctorate
The University of Connecticut 2007 — 2011
BA
Benilde St. Margaret's 2003 — 2007
Circuit Court of Jackson County, Division 14 January 2015 - Present
Arnold Law Firm LLC January 2014 - January 2015
Child & Family Services Clinic - UMKC January 2012 - May 2014
Jackson County Family Court August 2013 - December 2013
Berkowitz, Cook, Gondring & Driskell, LLC May 2013 - December 2013
Jackson County Prosecutor's Office May 2012 - August 2012
The Daily Campus August 2010 - May 2011
North Star Resource Group 2008 - 2011
Skills
Courts, Legal Issues, Family Law, Westlaw, Legal Research, Public Speaking, Trial Practice, Customer Service, Analytical Skills, Legal Writing, Criminal Law, Hearings, Motions
Education
University of Missouri-Kansas City School of Law 2011 — 2014
Juris Doctorate
The University of Connecticut 2007 — 2011
BA
Benilde St. Margaret's 2003 — 2007
Jeff Bigler's North Star Resource Group Experience June 2011 - August 2011
Job International Importer at SEKO Logistics
Industry Import and Export
Experience
SEKO Logistics April 2014 - Present
Nordstrom July 2013 - March 2014
Pacific Asphalt Surface Sealing June 2011 - October 2012
North Star Resource Group June 2011 - August 2011
Skills
Stata, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analytical Skills, Fundraising, Personality, Social Media, Facebook, Marketing, Retail, Customer Service, Time Management
Education
University of Oregon 2008 — 2012
Bachelor of Science (B.S.), Economics
SEKO Logistics April 2014 - Present
Nordstrom July 2013 - March 2014
Pacific Asphalt Surface Sealing June 2011 - October 2012
North Star Resource Group June 2011 - August 2011
Skills
Stata, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Analytical Skills, Fundraising, Personality, Social Media, Facebook, Marketing, Retail, Customer Service, Time Management
Education
University of Oregon 2008 — 2012
Bachelor of Science (B.S.), Economics
MORGAN CAMPBELL MORGAN CAMPBELL's North Star Resource Group Experience November 2014 - Present
Job Financial Advisor at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group November 2014 - Present
North Star Resource Group March 2014 - November 2014
Skills
Comprehensive Financial..., Wealth Management, Asset Protection..., Debt Management..., Life Insurance..., College Savings Programs, Exit Strategies, Tax Deferred Strategies, Retirement Income...
Education
UCSD 2010 — 2014
Bachelor of Arts (BA), International Studies-Economics
North Star Resource Group November 2014 - Present
North Star Resource Group March 2014 - November 2014
Skills
Comprehensive Financial..., Wealth Management, Asset Protection..., Debt Management..., Life Insurance..., College Savings Programs, Exit Strategies, Tax Deferred Strategies, Retirement Income...
Education
UCSD 2010 — 2014
Bachelor of Arts (BA), International Studies-Economics
Isaac Wales, CFP®, CRPC® Isaac Wales, CFP®, CRPC®'s North Star Resource Group Experience June 1998 - August 1998
Job Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 1999 - Present
North Star Resource Group June 1998 - August 1998
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance & Insurance/Risk Management
Ameriprise Financial Services, Inc. August 1999 - Present
North Star Resource Group June 1998 - August 1998
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance & Insurance/Risk Management
Kenneth 'Corky' Carter Kenneth 'Corky' Carter's North Star Resource Group Experience October 2010 - June 2011
Job Insurance Advisor at New Beginning Financial Group, LLC
Industry Financial Services
Experience
Goodwill/Easter Seals June 2012 - Present
New Beginning Financial Group, LLC May 2012 - Present
Wilmington Trust May 2012 - June 2012
Wells Fargo Insurance December 2011 - April 2012
North Star Resource Group October 2010 - June 2011
HB Fuller January 2007 - January 2010
Mesaba Airlines March 2006 - December 2006
3M May 2005 - February 2006
Green Tree Servicing February 2001 - September 2004
St. Paul Travelers August 1998 - February 2001
Skills
Financial Analysis, Strategic Financial..., Process Improvement, Financial Reporting, Access, Budgets, Accounting, Forecasting, Analysis, Insurance, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, PeopleSoft, Business Analysis, Outlook, Microsoft Office, Finance, Auditing, Coaching
Education
University of Arkansas at Pine Bluff 1992 — 1997
Bachelor of Science (B.S.), Accounting
Goodwill/Easter Seals June 2012 - Present
New Beginning Financial Group, LLC May 2012 - Present
Wilmington Trust May 2012 - June 2012
Wells Fargo Insurance December 2011 - April 2012
North Star Resource Group October 2010 - June 2011
HB Fuller January 2007 - January 2010
Mesaba Airlines March 2006 - December 2006
3M May 2005 - February 2006
Green Tree Servicing February 2001 - September 2004
St. Paul Travelers August 1998 - February 2001
Skills
Financial Analysis, Strategic Financial..., Process Improvement, Financial Reporting, Access, Budgets, Accounting, Forecasting, Analysis, Insurance, Risk Management, Microsoft Excel, PowerPoint, Microsoft Word, Leadership, PeopleSoft, Business Analysis, Outlook, Microsoft Office, Finance, Auditing, Coaching
Education
University of Arkansas at Pine Bluff 1992 — 1997
Bachelor of Science (B.S.), Accounting
Jesse Bain's North Star Resource Group Experience September 2010 - March 2013
Job Manufacturers Sales Representative at TFG Founders Group
Industry Building Materials
Experience
TFG Founders Group August 2014 - Present
Prodel Corp March 2013 - August 2014
North Star Resource Group September 2010 - March 2013
Skills
Customer Service, Project Planning, Pre-construction, Construction, Strategic Planning, Sales, MEP, New Business Development, Sales Management, Marketing, Team Building, Marketing Strategy, Business Development, Negotiation, Estimates, Price Quotes, Contract Negotiation
Education
University of Arizona 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Spring High School
TFG Founders Group August 2014 - Present
Prodel Corp March 2013 - August 2014
North Star Resource Group September 2010 - March 2013
Skills
Customer Service, Project Planning, Pre-construction, Construction, Strategic Planning, Sales, MEP, New Business Development, Sales Management, Marketing, Team Building, Marketing Strategy, Business Development, Negotiation, Estimates, Price Quotes, Contract Negotiation
Education
University of Arizona 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Spring High School
Lacey Struckman's North Star Resource Group Experience September 2015 - Present
Job Director of Marketing at North Star Resource Group
Industry Marketing and Advertising
Experience
North Star Resource Group September 2015 - Present
North Star Resource Group August 2013 - September 2015
Secure Digital Solutions February 2012 - August 2013
Skills
Email Marketing, Marketing Research, Social Media, Conference Coordination, Marketing Management, Project Management, Google Analytics, Office Management, B2B Marketing, Social Media Marketing, Graphic Design, Photoshop, Survey Monkey, Watercolor, Marketing Reporting, Events Coordination, Marketing Strategy, Online Marketing, Management, Creative Direction, Customer Service, Sales
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor's Degree, Marketing
North Star Resource Group September 2015 - Present
North Star Resource Group August 2013 - September 2015
Secure Digital Solutions February 2012 - August 2013
Skills
Email Marketing, Marketing Research, Social Media, Conference Coordination, Marketing Management, Project Management, Google Analytics, Office Management, B2B Marketing, Social Media Marketing, Graphic Design, Photoshop, Survey Monkey, Watercolor, Marketing Reporting, Events Coordination, Marketing Strategy, Online Marketing, Management, Creative Direction, Customer Service, Sales
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor's Degree, Marketing
Jeffrey Hasmonek Jeffrey Hasmonek's North Star Resource Group Experience March 2009 - March 2010
Job Portfolio Manager at Alliance Partners
Industry Financial Services
Experience
Alliance Partners June 2014 - Present
Accenture July 2010 - June 2014
Students Consulting for Non-Profit Organizations March 2009 - May 2010
North Star Resource Group March 2009 - March 2010
Beacon Funding June 2005 - January 2009
Skills
Leveraged Lending, Cash Flow Lending, Capital Markets, Leadership, Management Consulting, Consulting, Financial Modeling, Microsoft Office, Change Management, Microsoft Excel, Financial Analysis, PowerPoint, Project Management
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Glenbrook North High School 2002 — 2006
Alliance Partners June 2014 - Present
Accenture July 2010 - June 2014
Students Consulting for Non-Profit Organizations March 2009 - May 2010
North Star Resource Group March 2009 - March 2010
Beacon Funding June 2005 - January 2009
Skills
Leveraged Lending, Cash Flow Lending, Capital Markets, Leadership, Management Consulting, Consulting, Financial Modeling, Microsoft Office, Change Management, Microsoft Excel, Financial Analysis, PowerPoint, Project Management
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
B.B.A., Finance
Glenbrook North High School 2002 — 2006
Madison Schwartz's North Star Resource Group Experience June 2015 - August 2015
Job Marketing Intern at North Star Resource Group
Industry Marketing and Advertising
Experience
North Star Resource Group June 2015 - August 2015
The Laker Corner August 2014 - June 2015
Skills
Customer Service, Microsoft Word, Time Management, PowerPoint, Marketing, Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Social Media Marketing
Education
University of Minnesota - Carlson School of Management 2015 — 2019
Bachelor's degree, Marketing
Prior Lake High School 2011 — 2015
North Star Resource Group June 2015 - August 2015
The Laker Corner August 2014 - June 2015
Skills
Customer Service, Microsoft Word, Time Management, PowerPoint, Marketing, Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Social Media Marketing
Education
University of Minnesota - Carlson School of Management 2015 — 2019
Bachelor's degree, Marketing
Prior Lake High School 2011 — 2015
Nicole Berrien's North Star Resource Group Experience June 2015 - Present
Job Relationship Specialist at North Star Resource Group
Industry Newspapers
Experience
North Star Resource Group June 2015 - Present
Project Footsteps August 2014 - January 2015
Minnesota Lynx May 2014 - August 2014
Amy Klobuchar's Constituent Office January 2014 - May 2014
Minnesota Timberwolves November 2013 - April 2014
The Minnesota Daily January 2013 - December 2013
Skills
AP Style, Social Media, Facebook, Editing, Copy Editing, Journalism, Newspapers, Social Networking, Microsoft Office, Customer Service, Marketing, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, PowerPoint, Leadership, Time Management
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science (BS), Business and Marketing Education
Academy of Holy Angels 2007 — 2011
North Star Resource Group June 2015 - Present
Project Footsteps August 2014 - January 2015
Minnesota Lynx May 2014 - August 2014
Amy Klobuchar's Constituent Office January 2014 - May 2014
Minnesota Timberwolves November 2013 - April 2014
The Minnesota Daily January 2013 - December 2013
Skills
AP Style, Social Media, Facebook, Editing, Copy Editing, Journalism, Newspapers, Social Networking, Microsoft Office, Customer Service, Marketing, Microsoft Word, Microsoft Excel, Public Speaking, Event Planning, PowerPoint, Leadership, Time Management
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science (BS), Business and Marketing Education
Academy of Holy Angels 2007 — 2011
Alison Hafner Alison Hafner's North Star Resource Group Experience April 2010 - Present
Job Administrative Assistant at North Star Resource Group
Industry Restaurants
Experience
North Star Resource Group April 2010 - Present
CHAMPPS AMERICANA January 1999 - March 2015
FAEGRE & BENSON LAW FIRM May 2005 - August 2005
ROCKRIDGE ELEMENTARY SCHOOL September 2002 - May 2005
Education
University of Minnesota Duluth 2001 — 2005
Bachelor of Arts, Communication
North Star Resource Group April 2010 - Present
CHAMPPS AMERICANA January 1999 - March 2015
FAEGRE & BENSON LAW FIRM May 2005 - August 2005
ROCKRIDGE ELEMENTARY SCHOOL September 2002 - May 2005
Education
University of Minnesota Duluth 2001 — 2005
Bachelor of Arts, Communication
Amy Bertle's North Star Resource Group Experience August 2014 - Present
Job Financial Representative at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group August 2014 - Present
North Star Resource Group February 2014 - August 2014
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Colorado Boulder 2013 — 2013
Business of Sports Certificate, Sports Management
North Star Resource Group August 2014 - Present
North Star Resource Group February 2014 - August 2014
Education
University of Colorado Boulder 2009 — 2013
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Colorado Boulder 2013 — 2013
Business of Sports Certificate, Sports Management
Teresa Schnaidt White Teresa Schnaidt White's North Star Resource Group Experience October 2007 - September 2009
Job Project Coordinator at Daimler Trucks North America
Industry Automotive
Experience
Daimler Trucks North America July 2014 - Present
lucy activewear March 2013 - August 2014
Coca-Cola Refreshments February 2012 - July 2014
University of Phoenix August 2010 - February 2012
North Star Resource Group October 2007 - September 2009
Skills
Client Relationship..., Client Development, Event Planning, CRM, Business Development, Marketing, Market Research, Salesforce.com, Customer Retention, Customer Service, Direct Sales, Business Planning, Management, Marketing Communications, Sales, Entrepreneurship, Event Management, B2B, Account Management, New Business Development, Retail
Education
University of Phoenix 2010 — 2012
Master's, Managment
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
BS, Marketing Management
University of San Diego 2003 — 2004
Daimler Trucks North America July 2014 - Present
lucy activewear March 2013 - August 2014
Coca-Cola Refreshments February 2012 - July 2014
University of Phoenix August 2010 - February 2012
North Star Resource Group October 2007 - September 2009
Skills
Client Relationship..., Client Development, Event Planning, CRM, Business Development, Marketing, Market Research, Salesforce.com, Customer Retention, Customer Service, Direct Sales, Business Planning, Management, Marketing Communications, Sales, Entrepreneurship, Event Management, B2B, Account Management, New Business Development, Retail
Education
University of Phoenix 2010 — 2012
Master's, Managment
University of Oregon - Charles H. Lundquist College of Business 2004 — 2007
BS, Marketing Management
University of San Diego 2003 — 2004
Shay Fox's North Star Resource Group Experience June 2015 - Present
Job Sales and Marketing Intern for North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group June 2015 - Present
Education
University of Arizona 2011 — 2015
Bachelor of Arts (B.A.), Psychology
North Star Resource Group June 2015 - Present
Education
University of Arizona 2011 — 2015
Bachelor of Arts (B.A.), Psychology
Andrew Nurse Andrew Nurse's North Star Resource Group Experience June 2015 - Present
Job Client Relationship Coordinator at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group June 2015 - Present
Kids' City Charity January 2015 - April 2015
Goudy Construction Company June 2014 - August 2014
Private Customers June 2008 - June 2013
Vakker Portraits June 2011 - January 2012
Triangle Pool June 2009 - August 2009
Skills
Sales, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, Marketing, Financial Analysis, Team Management, Management, Quantitative Investing, Success Driven, Goal Orientated
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor's Degree, Finance, General
University of Westminster 2015 — 2015
Finance, General
North Star Resource Group June 2015 - Present
Kids' City Charity January 2015 - April 2015
Goudy Construction Company June 2014 - August 2014
Private Customers June 2008 - June 2013
Vakker Portraits June 2011 - January 2012
Triangle Pool June 2009 - August 2009
Skills
Sales, Leadership, Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, Research, Marketing, Financial Analysis, Team Management, Management, Quantitative Investing, Success Driven, Goal Orientated
Education
University of Arizona, Eller College of Management 2012 — 2016
Bachelor's Degree, Finance, General
University of Westminster 2015 — 2015
Finance, General
Mark Bonnett's North Star Resource Group Experience 1998 - Present
Job Senior Vice President at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group 1998 - Present
North Star Resource Group 2000 - 2008
Skills
Financial Services, Securities, Public Speaking, Leadership, Insurance, Management, 401k, Strategic Financial..., Retirement, Training, Estate Planning, Life Insurance, Disability Insurance, Finance, Small Business, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Fixed Annuities, IRAs
Education
University of Arizona 1994 — 1998
BIS
North Star Resource Group 1998 - Present
North Star Resource Group 2000 - 2008
Skills
Financial Services, Securities, Public Speaking, Leadership, Insurance, Management, 401k, Strategic Financial..., Retirement, Training, Estate Planning, Life Insurance, Disability Insurance, Finance, Small Business, Portfolio Management, Series 7, Retirement Planning, Wealth Management, Fixed Annuities, IRAs
Education
University of Arizona 1994 — 1998
BIS
Tom Haug's North Star Resource Group Experience May 2012 - November 2012
Job CRS at Buckingham Family of Financial Services
Industry Financial Services
Experience
Buckingham Family of Financial Services July 2015 - Present
BUCKINGHAM Family of Financial Services March 2014 - June 2015
BUCKINGHAM Family of Financial Services November 2013 - March 2014
Edward Jones December 2012 - October 2013
North Star Resource Group May 2012 - November 2012
Camuto Group June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Adobe Acrobat, Life & Health Insurance..., Market Research, Financial Analysis, Relationship Marketing, Social Networking, Analytics, Sales, CRM, Series 7, Access, Facebook, Finance, Google Analytics, Marketing, Social Media, Social Media Marketing, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Administration-Marketing
Buckingham Family of Financial Services July 2015 - Present
BUCKINGHAM Family of Financial Services March 2014 - June 2015
BUCKINGHAM Family of Financial Services November 2013 - March 2014
Edward Jones December 2012 - October 2013
North Star Resource Group May 2012 - November 2012
Camuto Group June 2011 - August 2011
Skills
Microsoft Excel, Outlook, Adobe Acrobat, Life & Health Insurance..., Market Research, Financial Analysis, Relationship Marketing, Social Networking, Analytics, Sales, CRM, Series 7, Access, Facebook, Finance, Google Analytics, Marketing, Social Media, Social Media Marketing, Microsoft Word
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (BS), Business Administration-Marketing
Ryan Wallgren's North Star Resource Group Experience September 2011 - December 2011
Job Associate Buyer at Amazon
Industry Retail
Experience
Amazon July 2015 - Present
Kohl's Department Stores June 2013 - June 2015
Ameriprise Financial Services, Inc. August 2012 - April 2013
CPP North America May 2012 - July 2012
North Star Resource Group September 2011 - December 2011
Sigma Phi Epsilon Fraternity December 2010 - December 2011
Sigma Phi Epsilon Fraternity March 2011 - August 2011
Skills
PowerPoint, Management, Access, Time Management, Analysis, Accounting, Program Management, Team Leadership, Training, Forecasting, Retail, Negotiation, Inventory Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business, International Business & Finance
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Amazon July 2015 - Present
Kohl's Department Stores June 2013 - June 2015
Ameriprise Financial Services, Inc. August 2012 - April 2013
CPP North America May 2012 - July 2012
North Star Resource Group September 2011 - December 2011
Sigma Phi Epsilon Fraternity December 2010 - December 2011
Sigma Phi Epsilon Fraternity March 2011 - August 2011
Skills
PowerPoint, Management, Access, Time Management, Analysis, Accounting, Program Management, Team Leadership, Training, Forecasting, Retail, Negotiation, Inventory Management
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business, International Business & Finance
Universitat Autònoma de Barcelona 2012 — 2012
International Business
Cole Kimball's North Star Resource Group Experience July 2010 - November 2011
Job Chief Investment Officer, Financial Advisor* at Finity Group
Industry Financial Services
Experience
Finity Group, LLC December 2011 - Present
North Star Resource Group July 2010 - November 2011
Janco Partners March 2009 - May 2010
Janco Partners May 2008 - November 2009
Touchpoint Securities November 2007 - February 2008
Wm Smith & Co November 2006 - September 2007
Wm Smith & Co. September 2006 - November 2006
Education
University of Colorado Boulder 2002 — 2006
Business, Finance & Operational Management
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finity Group, LLC December 2011 - Present
North Star Resource Group July 2010 - November 2011
Janco Partners March 2009 - May 2010
Janco Partners May 2008 - November 2009
Touchpoint Securities November 2007 - February 2008
Wm Smith & Co November 2006 - September 2007
Wm Smith & Co. September 2006 - November 2006
Education
University of Colorado Boulder 2002 — 2006
Business, Finance & Operational Management
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Adam Kern Adam Kern's North Star Resource Group Experience June 2012 - August 2012
Job Audit Specialist at U.S. Bank
Industry Financial Services
Experience
U.S. Bank June 2014 - May 2015
Deloitte June 2014 - August 2014
University of Minnesota September 2010 - May 2014
North Star Resource Group June 2012 - August 2012
IGM Gymnastics June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Financial Accounting, Organization Skills, Internal Audit, Internal Controls, Enterprise Risk..., College Recruiting, Communication, Team Leadership, Team Building, Team Management, Group Work, Group Presentations, Financial Modeling, Financial Statements, Financial Reporting, Leadership, Time Management, Event Planning, Management, Finance, Coaching, Sales
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Masters, Accounting
University of Minnesota-Twin Cities 2010 — 2014
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
U.S. Bank June 2014 - May 2015
Deloitte June 2014 - August 2014
University of Minnesota September 2010 - May 2014
North Star Resource Group June 2012 - August 2012
IGM Gymnastics June 2011 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English, Accounting, HTML, Financial Accounting, Organization Skills, Internal Audit, Internal Controls, Enterprise Risk..., College Recruiting, Communication, Team Leadership, Team Building, Team Management, Group Work, Group Presentations, Financial Modeling, Financial Statements, Financial Reporting, Leadership, Time Management, Event Planning, Management, Finance, Coaching, Sales
Education
University of Minnesota - Carlson School of Management 2014 — 2015
Masters, Accounting
University of Minnesota-Twin Cities 2010 — 2014
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (BS), Accounting and Finance
Michael Mocharla Michael Mocharla's North Star Resource Group Experience May 2013 - August 2013
Job Analyst at Tudor, Pickering, Holt & Co.
Industry Financial Services
Experience
Tudor, Pickering, Holt & Co. July 2014 - Present
myCampusTutors April 2013 - June 2014
Headcount 2010 - 2014
Headcount 2010 - 2014
North Star Resource Group May 2013 - August 2013
UT MD Anderson Cancer Center - Cancer Prevention Research Training Program May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Teamwork, Customer Service, Team Leadership, Financial Analysis, Data Analysis, Financial Modeling, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Memorial Senior High School
Tudor, Pickering, Holt & Co. July 2014 - Present
myCampusTutors April 2013 - June 2014
Headcount 2010 - 2014
Headcount 2010 - 2014
North Star Resource Group May 2013 - August 2013
UT MD Anderson Cancer Center - Cancer Prevention Research Training Program May 2012 - July 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Social Media, Research, Teamwork, Customer Service, Team Leadership, Financial Analysis, Data Analysis, Financial Modeling, Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (BBA), Finance
Memorial Senior High School
Gabriel Vallejo Gabriel Vallejo's North Star Resource Group Experience August 2011 - March 2012
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade January 2014 - Present
TD Ameritrade October 2012 - Present
Prudential Financial March 2012 - September 2012
Prudential Financial January 2012 - September 2012
North Star Resource Group August 2011 - March 2012
JONES & CRANE January 2009 - August 2009
Skills
Excel, Microsoft Office, Accounting, Word, PowerPoint, Access, Customer Service, Financial Reporting, SQL, Data Analysis, Financial Planning, Team Building, Outlook, Windows, Insurance, Financial Analysis, Finance, Retirement Planning, Financial Planners, Mutual Funds, Risk Management, Securities, Fixed Annuities, PeopleSoft, Life Insurance, Health Insurance, Peachtree, Research, Series 7, Microsoft Excel, Strategic Financial..., Microsoft Word, Leadership, Analysis, Data Entry, Marketing, Retirement, Employee Benefits, Investments
Education
University of North Texas 2009 — 2013
Bachelor, Accounting
University of North Texas 2009 — 2012
BBA, Accounting
University of Texas at Brownsville
Bachelor's degree, Accounting and Finance
TD Ameritrade January 2014 - Present
TD Ameritrade October 2012 - Present
Prudential Financial March 2012 - September 2012
Prudential Financial January 2012 - September 2012
North Star Resource Group August 2011 - March 2012
JONES & CRANE January 2009 - August 2009
Skills
Excel, Microsoft Office, Accounting, Word, PowerPoint, Access, Customer Service, Financial Reporting, SQL, Data Analysis, Financial Planning, Team Building, Outlook, Windows, Insurance, Financial Analysis, Finance, Retirement Planning, Financial Planners, Mutual Funds, Risk Management, Securities, Fixed Annuities, PeopleSoft, Life Insurance, Health Insurance, Peachtree, Research, Series 7, Microsoft Excel, Strategic Financial..., Microsoft Word, Leadership, Analysis, Data Entry, Marketing, Retirement, Employee Benefits, Investments
Education
University of North Texas 2009 — 2013
Bachelor, Accounting
University of North Texas 2009 — 2012
BBA, Accounting
University of Texas at Brownsville
Bachelor's degree, Accounting and Finance
Lesley-Ann Dare Lesley-Ann Dare's North Star Resource Group Experience 2011 - 2012
Job Private Banking Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wolters Kluwer September 2012 - June 2013
North Star Resource Group 2011 - 2012
Skills
Financial Analysis, Finance, PowerPoint, Financial Modeling, Microsoft Excel, Investments, Private Banking, Strategic Financial..., Customer Service, Microsoft Office, Portfolio Management, Banking, Marketing, Microsoft Word, Sales, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance & Marketing
Wells Fargo June 2013 - Present
Wolters Kluwer September 2012 - June 2013
North Star Resource Group 2011 - 2012
Skills
Financial Analysis, Finance, PowerPoint, Financial Modeling, Microsoft Excel, Investments, Private Banking, Strategic Financial..., Customer Service, Microsoft Office, Portfolio Management, Banking, Marketing, Microsoft Word, Sales, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Finance & Marketing
Brian Jenkins Brian Jenkins's North Star Resource Group Experience 2003 - 2005
Job Assistant Director at DriveTime
Industry Financial Services
Experience
DriveTime January 2011 - Present
Green Tree Servicing January 2009 - January 2011
JPMorgan Chase September 2007 - January 2009
JPMorgan Chase April 2007 - September 2007
JPMorgan Chase July 2005 - April 2007
North Star Resource Group 2003 - 2005
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Loans, Financial Reporting, Budgets, Accounting, Banking, Process Improvement, Forecasting, Credit, Access, Mortgage Lending, Finance, Microsoft Excel, VBA, Microsoft SQL Server, Analysis, Business Analysis, Cash Flow, Competitive Analysis, Management, Portfolio Management
Education
University of Arizona, Eller College of Management 2009 — 2010
Masters, MBA
2005 University of Arizona, College of Social and Behavioral Sciences 2001 — 2005
BA, Political Science, History
DriveTime January 2011 - Present
Green Tree Servicing January 2009 - January 2011
JPMorgan Chase September 2007 - January 2009
JPMorgan Chase April 2007 - September 2007
JPMorgan Chase July 2005 - April 2007
North Star Resource Group 2003 - 2005
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Loans, Financial Reporting, Budgets, Accounting, Banking, Process Improvement, Forecasting, Credit, Access, Mortgage Lending, Finance, Microsoft Excel, VBA, Microsoft SQL Server, Analysis, Business Analysis, Cash Flow, Competitive Analysis, Management, Portfolio Management
Education
University of Arizona, Eller College of Management 2009 — 2010
Masters, MBA
2005 University of Arizona, College of Social and Behavioral Sciences 2001 — 2005
BA, Political Science, History
Andy Wondra Andy Wondra's North Star Resource Group Experience May 2003 - September 2006
Job Turn talk into work.
Industry Management Consulting
Experience
Tracking Action January 2013 - Present
Profit Builder Network October 2006 - Present
North Star Resource Group May 2003 - September 2006
Skills
Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Management Consulting, Business Process..., Compensation Strategies, Performance Management, Small Business, Leadership, Executive Management, Finance, Budgets, Financial Reporting, Financial Modeling, Strategic Planning, Business Analysis, Strategy, Tax, Cost Accounting, Business Planning, Accounting, Start-ups, Due Diligence, Internal Controls, Forecasting, Financial Planning
Education
University of Minnesota Duluth 2000 — 2005
BBA, Finance, Psychology
Tracking Action January 2013 - Present
Profit Builder Network October 2006 - Present
North Star Resource Group May 2003 - September 2006
Skills
Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Management Consulting, Business Process..., Compensation Strategies, Performance Management, Small Business, Leadership, Executive Management, Finance, Budgets, Financial Reporting, Financial Modeling, Strategic Planning, Business Analysis, Strategy, Tax, Cost Accounting, Business Planning, Accounting, Start-ups, Due Diligence, Internal Controls, Forecasting, Financial Planning
Education
University of Minnesota Duluth 2000 — 2005
BBA, Finance, Psychology
Christian King's North Star Resource Group Experience September 1995 - November 1996
Job Senior Software Engineer at ECMC
Industry Computer & Network Security
Experience
ECMC March 2015 - Present
Dougherty & Company LLC June 2014 - February 2015
Patterson Companies July 2013 - March 2014
Workers’ Compensation Reinsurance Association March 1997 - December 2012
New Horizon's Computer Learning Center August 1996 - November 1997
North Star Resource Group September 1995 - November 1996
Urban Traveller February 1995 - September 1995
Skills
Project Management, Active Directory, Network Security, IT Management, Windows, Disaster Recovery, Troubleshooting, Technical Support, ASP.NET, C#, Network Administration, Microsoft SQL Server, T-SQL, Microsoft Exchange, VMware Infrastructure, Visual Studio, OnBase, Microsoft Dynamics, SharePoint, Access, .NET, Networking
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Psychology
Lethbridge Collegiate Institute 1986 — 1990
High School
ECMC March 2015 - Present
Dougherty & Company LLC June 2014 - February 2015
Patterson Companies July 2013 - March 2014
Workers’ Compensation Reinsurance Association March 1997 - December 2012
New Horizon's Computer Learning Center August 1996 - November 1997
North Star Resource Group September 1995 - November 1996
Urban Traveller February 1995 - September 1995
Skills
Project Management, Active Directory, Network Security, IT Management, Windows, Disaster Recovery, Troubleshooting, Technical Support, ASP.NET, C#, Network Administration, Microsoft SQL Server, T-SQL, Microsoft Exchange, VMware Infrastructure, Visual Studio, OnBase, Microsoft Dynamics, SharePoint, Access, .NET, Networking
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Psychology
Lethbridge Collegiate Institute 1986 — 1990
High School
Craig Molldrem's North Star Resource Group Experience 2002 - 2006
Job Senior Partner & Financial Advisor at North Star Consultants of Texas
Industry Financial Services
Experience
North Star Consultants of Texas September 2002 - Present
Boston Red Sox June 2008 - September 2008
Florida Marlins July 2004 - March 2008
North Star Resource Group 2002 - 2006
Skills
Fixed Annuities, Retirement, Series 7, Wealth Management, Sports, Employee Benefits, Insurance, Disability Insurance, Life Insurance, Finance, Securities, Financial Services, Program Management
Education
University of Minnesota-Twin Cities 2000 — 2004
BS, Applied Economics with a Concentration in Finance and a Minor in Carlson School of Management
North Star Consultants of Texas September 2002 - Present
Boston Red Sox June 2008 - September 2008
Florida Marlins July 2004 - March 2008
North Star Resource Group 2002 - 2006
Skills
Fixed Annuities, Retirement, Series 7, Wealth Management, Sports, Employee Benefits, Insurance, Disability Insurance, Life Insurance, Finance, Securities, Financial Services, Program Management
Education
University of Minnesota-Twin Cities 2000 — 2004
BS, Applied Economics with a Concentration in Finance and a Minor in Carlson School of Management
Joel Cough's North Star Resource Group Experience February 2011 - January 2013
Job V.P. Relationship Management at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2014 - Present
National Financial Partners January 2013 - April 2014
North Star Resource Group February 2011 - January 2013
State Street Bank and Trust 2007 - 2010
USBank December 2002 - July 2007
Skills
Financial Services, Finance, Financial Analysis, Relationship Management, Structured Finance, CDO, Corporate Trust
Education
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
U.S. Bank April 2014 - Present
National Financial Partners January 2013 - April 2014
North Star Resource Group February 2011 - January 2013
State Street Bank and Trust 2007 - 2010
USBank December 2002 - July 2007
Skills
Financial Services, Finance, Financial Analysis, Relationship Management, Structured Finance, CDO, Corporate Trust
Education
University of Maine 1996 — 2000
Bachelor of Science, Business Administration
Ali N. Rizvi's North Star Resource Group Experience March 1997 - Present
Job Partner at North Star Resource Group
Industry Financial Services
Experience
North Star Resource Group March 1997 - Present
Skills
Financial Services, Event Planning, Securities, Strategic Financial..., Estate Planning, Wealth Accumulation, Financial Advisory, Retirement Planning, Investments, Wealth Management, Retirement
Education
University of Arizona 1992 — 1996
North Star Resource Group March 1997 - Present
Skills
Financial Services, Event Planning, Securities, Strategic Financial..., Estate Planning, Wealth Accumulation, Financial Advisory, Retirement Planning, Investments, Wealth Management, Retirement
Education
University of Arizona 1992 — 1996
Annie Book's North Star Resource Group Experience 2004 - Present
Job Financial Advisor My Passion.Your Financial WellBeing: "Be the reason good things happen to good people"
Industry Financial Services
Experience
North Star Resource Group 2004 - Present
Education
BA in Business, ChFC, CLTC
Money Quotient
Financial Life Planning
University of Oregon
University of Oregon - Charles H. Lundquist College of Business
BA, Businness
North Star Resource Group 2004 - Present
Education
BA in Business, ChFC, CLTC
Money Quotient
Financial Life Planning
University of Oregon
University of Oregon - Charles H. Lundquist College of Business
BA, Businness
Linda Comer's North Star Resource Group Experience August 2013 - Present
Job Practice Coordinator at North Star
Industry Financial Services
Kyle Heller CFP®'s North Star Resource Group Experience September 2008 - September 2010
Job Wealth Management, FeeBased Financial Planning, Protection Strategies, Retirement Solutions, Business Solutions
Industry Financial Services
Experience
Hanzlik Financial September 2010 - Present
North Star Resource Group September 2008 - September 2010
North Star Resource Group May 2007 - September 2008
Children's Hospitals and Clinics of Minnesota March 2005 - July 2006
Skills
Insurance, Wealth Management, Disability Insurance, 401k, Long-term Care, Life Insurance, Financial Analysis, Strategic Planning, Asset Allocation, Student Financial Aid, Simple IRA, Buy-sell Agreements, Key Person Insurance, Business Continuity..., Series 7, Public Speaking, Certified Financial..., Business Relationship..., Financial Planning
Education
University of Minnesota-Twin Cities 2004 — 2008
B.A.
Hanzlik Financial September 2010 - Present
North Star Resource Group September 2008 - September 2010
North Star Resource Group May 2007 - September 2008
Children's Hospitals and Clinics of Minnesota March 2005 - July 2006
Skills
Insurance, Wealth Management, Disability Insurance, 401k, Long-term Care, Life Insurance, Financial Analysis, Strategic Planning, Asset Allocation, Student Financial Aid, Simple IRA, Buy-sell Agreements, Key Person Insurance, Business Continuity..., Series 7, Public Speaking, Certified Financial..., Business Relationship..., Financial Planning
Education
University of Minnesota-Twin Cities 2004 — 2008
B.A.
Bob Regenfuss, CRPC's North Star Resource Group Experience 2002 - 2004
Job Regional Manager at Transamerica Retirement Management
Industry Financial Services
Experience
Transamerica Retirement Management 2007 - Present
Allianz Life September 2004 - February 2007
Allianz Life Financial Services, LLC 2004 - 2007
North Star Resource Group 2002 - 2004
Skills
Series 7, Series 6, Series 63, Series 66, Public Speaking, Retirement Planning, Retirement Income..., Retirement Services, Account Management, New Business Development, Relationship Development, Business Relationship..., 401k, Annuities, Mutual Funds, Stocks, Bonds, Business Strategy, Institutional Relations, Institutional Marketing, Institutional Clients, Institutional..., Client Services, Client Retention, Client Relationship..., Client Education, Customer Relations, Customer Retention, Customer Acquisition, Customer Satisfaction, Customer Advocacy, Uniform Combined State..., Retirement, Separately Managed..., CRM, Asset Allocation, Finance, Fixed Annuities, Financial Advisory
Education
University of Minnesota-Twin Cities 1997 — 2002
BS, Business & Marketing
Transamerica Retirement Management 2007 - Present
Allianz Life September 2004 - February 2007
Allianz Life Financial Services, LLC 2004 - 2007
North Star Resource Group 2002 - 2004
Skills
Series 7, Series 6, Series 63, Series 66, Public Speaking, Retirement Planning, Retirement Income..., Retirement Services, Account Management, New Business Development, Relationship Development, Business Relationship..., 401k, Annuities, Mutual Funds, Stocks, Bonds, Business Strategy, Institutional Relations, Institutional Marketing, Institutional Clients, Institutional..., Client Services, Client Retention, Client Relationship..., Client Education, Customer Relations, Customer Retention, Customer Acquisition, Customer Satisfaction, Customer Advocacy, Uniform Combined State..., Retirement, Separately Managed..., CRM, Asset Allocation, Finance, Fixed Annuities, Financial Advisory
Education
University of Minnesota-Twin Cities 1997 — 2002
BS, Business & Marketing
Danielle Bedor's North Star Resource Group Experience 2010 - 2011
Job Account Executive at CBIZ
Industry Insurance
Experience
CBIZ September 2013 - Present
Cornell Insurance Services, Inc. May 2011 - 2013
North Star Resource Group 2010 - 2011
Education
University of Minnesota-Twin Cities 1993 — 1997
Sociology, Law/Criminal Deviance
CBIZ September 2013 - Present
Cornell Insurance Services, Inc. May 2011 - 2013
North Star Resource Group 2010 - 2011
Education
University of Minnesota-Twin Cities 1993 — 1997
Sociology, Law/Criminal Deviance
Adam Duey, CLU, ChFC, CLTC, CFP's North Star Resource Group Experience June 1999 - April 2008
Job CEO/Founder at Duey Financial Group, LLC.
Industry Financial Services
Experience
Duey Financial Group March 2008 - Present
Duey Realty Group, LLC. July 2009 - July 2009
North Star Resource Group June 1999 - April 2008
Skills
Estate Planning, Wealth Management, Retirement Planning, Retirement, Investments, Series 7, Marketing Strategy, Strategic Financial...
Education
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Science, Finance
Aloha High School 1991 — 1994
Duey Financial Group March 2008 - Present
Duey Realty Group, LLC. July 2009 - July 2009
North Star Resource Group June 1999 - April 2008
Skills
Estate Planning, Wealth Management, Retirement Planning, Retirement, Investments, Series 7, Marketing Strategy, Strategic Financial...
Education
University of Minnesota-Twin Cities 1994 — 1999
Bachelor of Science, Finance
Aloha High School 1991 — 1994
Sammy Grier's North Star Resource Group Experience May 2014 - August 2014
Job Marketing Coordinator at Coldwell Banker Burnet
Industry Higher Education
Experience
Holds Realty- Coldwell Banker Burnet September 2015 - Present
Carlson School of Management September 2015 - Present
Coldwell Banker Burnet June 2015 - September 2015
North Star Resource Group May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Teamwork, Time Management, Microsoft Word, Financial Analysis, Research, Outlook, Communication, New Client Acquisitions, Cold Calling, Social Media Marketing, Marketing Management, Market Research, Email Marketing, Social Media, Leadership, Marketing
Education
University of Leeds 2015 — 2015
Bachelor's degree, Marketing
University of Minnesota - Carlson School of Management 2012 — 2015
Bachelor of Science (BS), Marketing
Westside High School 2008 — 2012
Holds Realty- Coldwell Banker Burnet September 2015 - Present
Carlson School of Management September 2015 - Present
Coldwell Banker Burnet June 2015 - September 2015
North Star Resource Group May 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Teamwork, Time Management, Microsoft Word, Financial Analysis, Research, Outlook, Communication, New Client Acquisitions, Cold Calling, Social Media Marketing, Marketing Management, Market Research, Email Marketing, Social Media, Leadership, Marketing
Education
University of Leeds 2015 — 2015
Bachelor's degree, Marketing
University of Minnesota - Carlson School of Management 2012 — 2015
Bachelor of Science (BS), Marketing
Westside High School 2008 — 2012
Aaron Roosa's North Star Resource Group Experience June 2011 - November 2013
Job Senior Customer Professional II Licensed at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - June 2015
North Star Resource Group June 2011 - November 2013
Strategic Scrap February 2010 - December 2010
Utility Revenue Services May 2010 - July 2010
Skills
Access, Microsoft Excel, Research, Data Entry, Customer Service, Microsoft Office, Marketing
Education
University of Northern Iowa 2009 — 2010
Bachelor of Arts, Marketing; Advertising and Entrepreneurship
University of Iowa 2007 — 2009
Pre-Business
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. November 2013 - June 2015
North Star Resource Group June 2011 - November 2013
Strategic Scrap February 2010 - December 2010
Utility Revenue Services May 2010 - July 2010
Skills
Access, Microsoft Excel, Research, Data Entry, Customer Service, Microsoft Office, Marketing
Education
University of Northern Iowa 2009 — 2010
Bachelor of Arts, Marketing; Advertising and Entrepreneurship
University of Iowa 2007 — 2009
Pre-Business
Evan White's North Star Resource Group Experience August 2004 - November 2011
Job Associate Vice President, Finity Group, LLC
Industry Financial Services
Experience
Finity Group, LLC November 2011 - Present
North Star Resource Group August 2004 - November 2011
Education
University of Portland 2000 — 2004
Business, Finance
Finity Group, LLC November 2011 - Present
North Star Resource Group August 2004 - November 2011
Education
University of Portland 2000 — 2004
Business, Finance
David Vasos's North Star Resource Group Experience 2000 - 2015
Job
Industry
Experience
North Star Resource Group 2000 - 2015
Education
University of Iowa 1976 — 1980
Mastesr of Business Administration, Finance and Financial Management Services
North Star Resource Group 2000 - 2015
Education
University of Iowa 1976 — 1980
Mastesr of Business Administration, Finance and Financial Management Services
Jennifer Willey's North Star Resource Group Experience 2001 - 2013
Job Financial Services & Compliance Professional ◆ 15+ Years' Experience
Industry Financial Services
Experience
Berger Financial Group, Inc 2013 - Present
North Star Resource Group 2001 - 2013
American Express Financial Advisors 1999 - 2001
Liberty Mutual Insurance Company 1998 - 1999
Skills
Outlook, Account Management, Series 7, Mutual Funds, Customer Service, Series 63, Financial Services, Microsoft Word, Microsoft Office, Securities, Microsoft Excel, 401k, Fixed Annuities, Social Media, Insurance
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts (B.A.), Psychology
University of Northern Iowa
Bachelor of Arts (B.A.), Psychology
Berger Financial Group, Inc 2013 - Present
North Star Resource Group 2001 - 2013
American Express Financial Advisors 1999 - 2001
Liberty Mutual Insurance Company 1998 - 1999
Skills
Outlook, Account Management, Series 7, Mutual Funds, Customer Service, Series 63, Financial Services, Microsoft Word, Microsoft Office, Securities, Microsoft Excel, 401k, Fixed Annuities, Social Media, Insurance
Education
University of Northern Iowa 1994 — 1998
Bachelor of Arts (B.A.), Psychology
University of Northern Iowa
Bachelor of Arts (B.A.), Psychology
Tony Martinelli's North Star Resource Group Experience June 2000 - April 2001
Job Senior Manager, Business Finance at CUNA Mutual Group
Industry Insurance
Experience
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group April 2011 - March 2015
CUNA Mutual Group August 2007 - April 2011
TDS Telecommunications Corp. October 2006 - August 2007
TDS Telecommunications Corp. March 2006 - September 2006
TDS Telecommunications Corp. April 2003 - February 2006
TDS Telecommunications Corp. May 2001 - March 2003
North Star Resource Group June 2000 - April 2001
Education
University of Wisconsin-Madison 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 1996 — 2000
Bachelor’s Degree, Finance and Marketing
CUNA Mutual Group March 2015 - Present
CUNA Mutual Group April 2011 - March 2015
CUNA Mutual Group August 2007 - April 2011
TDS Telecommunications Corp. October 2006 - August 2007
TDS Telecommunications Corp. March 2006 - September 2006
TDS Telecommunications Corp. April 2003 - February 2006
TDS Telecommunications Corp. May 2001 - March 2003
North Star Resource Group June 2000 - April 2001
Education
University of Wisconsin-Madison 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 1996 — 2000
Bachelor’s Degree, Finance and Marketing
Dana Granberry's North Star Resource Group Experience 2001 - 2003
Job Regional Risk Supervisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. 2013 - November 2014
Ameriprise Financial Services, Inc. 2008 - 2013
Ameriprise Financial Services, Inc. 2006 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
North Star Resource Group 2001 - 2003
Education
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Arts (B.A.), International Relations/Affairs and French
Ameriprise Financial Services, Inc. November 2014 - Present
Ameriprise Financial Services, Inc. 2013 - November 2014
Ameriprise Financial Services, Inc. 2008 - 2013
Ameriprise Financial Services, Inc. 2006 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
North Star Resource Group 2001 - 2003
Education
University of Minnesota-Twin Cities 1999 — 2001
Bachelor of Arts (B.A.), International Relations/Affairs and French
Michael Phillipson's North Star Resource Group Experience June 2006 - August 2007
Job Investment Operations Analyst at NorthRock Partners
Industry Investment Management
Experience
NorthRock Partners December 2014 - Present
Sit Investment Associates December 2009 - Present
The Hartford July 2007 - September 2009
North Star Resource Group June 2006 - August 2007
Embassy Suites 1999 - 2005
Skills
VBA, Investments, Finance, Series 7, Series 63, Microsoft Excel, Access, Mutual Funds, Bloomberg, Account Reconciliation, Analysis, Accounting, Life Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
CFA Institutes
Chartered Financial Analyst
NorthRock Partners December 2014 - Present
Sit Investment Associates December 2009 - Present
The Hartford July 2007 - September 2009
North Star Resource Group June 2006 - August 2007
Embassy Suites 1999 - 2005
Skills
VBA, Investments, Finance, Series 7, Series 63, Microsoft Excel, Access, Mutual Funds, Bloomberg, Account Reconciliation, Analysis, Accounting, Life Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
CFA Institutes
Chartered Financial Analyst
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY