NorthStar Financial Services Group, LLC
Industry: Company
DescriptionFounded: 2002 Subsidiaries: FTJ FundChoice, LLC, Orion Advisor Services, LLC,
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NorthStar Financial Services Group, LLC Employees
Employee
Years
Job
Industry
JJ Reid JJ Reid's NorthStar Financial Services Group, LLC Experience February 2011 - August 2011
Job Student at BYU
Industry Computer Software
Experience
Vivint May 2015 - Present
Vivint May 2015 - Present
Ancestry.com October 2014 - November 2014
Oriental Trading Company 2012 - 2012
NorthStar Financial Services Group, LLC February 2011 - August 2011
Skills
Computer Proficiency, FileNet, Windows 7, Windows XP, Linux, Mac OS, Microsoft Word, Windows Vista, Windows 8, Android, Video Games, Microsoft Office, Typing, Organization Skills, Computer Maintenance
Education
Brigham Young University 2011 — 2017
Computer Science
Elkhorn High School 2007 — 2011
High School Diploma, General Studies, 3.6
Vivint May 2015 - Present
Vivint May 2015 - Present
Ancestry.com October 2014 - November 2014
Oriental Trading Company 2012 - 2012
NorthStar Financial Services Group, LLC February 2011 - August 2011
Skills
Computer Proficiency, FileNet, Windows 7, Windows XP, Linux, Mac OS, Microsoft Word, Windows Vista, Windows 8, Android, Video Games, Microsoft Office, Typing, Organization Skills, Computer Maintenance
Education
Brigham Young University 2011 — 2017
Computer Science
Elkhorn High School 2007 — 2011
High School Diploma, General Studies, 3.6
Elizabeth Ganak Elizabeth Ganak's NorthStar Financial Services Group, LLC Experience September 2011 - October 2012
Job Executive Administrative Assistant at La Colombe d'Or Hotel & Restaurant
Industry Executive Office
Experience
La Colombe d'Or Hotel & Restaurant March 2015 - Present
NorthStar Financial Services Group, LLC September 2011 - October 2012
Rushmore Gaming 2010 - 2011
AH Computer Consulting, Inc August 2008 - April 2009
Beltway Business Brokerage June 2006 - June 2008
West Virginia Eastern Regional Jail Authority June 2005 - January 2006
ICT Group April 2003 - April 2004
Skills
Microsoft Office, Team Leadership, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Team Building, Process Improvement, Telephone Skills, Project Management, Public Speaking, Event Planning, Visio, System Administration, Social Media, Data Analysis, Event Management, Technical Writing, Time Management, Analysis, Program Management, Management
Education
Shepherd University 2001 — 2003
Criminal Justice
Jefferson High School 1999 — 2001
La Colombe d'Or Hotel & Restaurant March 2015 - Present
NorthStar Financial Services Group, LLC September 2011 - October 2012
Rushmore Gaming 2010 - 2011
AH Computer Consulting, Inc August 2008 - April 2009
Beltway Business Brokerage June 2006 - June 2008
West Virginia Eastern Regional Jail Authority June 2005 - January 2006
ICT Group April 2003 - April 2004
Skills
Microsoft Office, Team Leadership, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, Team Building, Process Improvement, Telephone Skills, Project Management, Public Speaking, Event Planning, Visio, System Administration, Social Media, Data Analysis, Event Management, Technical Writing, Time Management, Analysis, Program Management, Management
Education
Shepherd University 2001 — 2003
Criminal Justice
Jefferson High School 1999 — 2001
Jordan Law's NorthStar Financial Services Group, LLC Experience December 2014 - Present
Job Student of Law at Creighton University
Industry Higher Education
Experience
NorthStar Financial Services Group, LLC December 2014 - Present
Office of the Standing Chapter 13 Trustee June 2014 - August 2014
HireVue June 2014 - July 2014
G&K Services August 2005 - October 2012
Skills
Legal Research, Legal Writing, Research, Westlaw, Public Speaking, Higher Education, Nonprofits, Litigation, Community Outreach, Microsoft Office, PowerPoint, Editing, Salesforce.com
Education
Creighton University's Heider College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Creighton University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Utah 2011 — 2013
Bachelor's degree, Political Science and Government, 3.7
NorthStar Financial Services Group, LLC December 2014 - Present
Office of the Standing Chapter 13 Trustee June 2014 - August 2014
HireVue June 2014 - July 2014
G&K Services August 2005 - October 2012
Skills
Legal Research, Legal Writing, Research, Westlaw, Public Speaking, Higher Education, Nonprofits, Litigation, Community Outreach, Microsoft Office, PowerPoint, Editing, Salesforce.com
Education
Creighton University's Heider College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Creighton University School of Law 2013 — 2016
Doctor of Law (J.D.)
University of Utah 2011 — 2013
Bachelor's degree, Political Science and Government, 3.7
Craig Nashleanas Craig Nashleanas's NorthStar Financial Services Group, LLC Experience March 2011 - August 2013
Job Owner, Proper Commerce
Industry Marketing and Advertising
Experience
Proper Commerce, LLC December 2014 - Present
GOODTWIN August 2013 - December 2014
NorthStar Financial Services Group, LLC March 2011 - August 2013
SkyWest Airlines April 2010 - September 2011
Skills
Video Production, Editing, Final Cut Pro, Social Media, Video, Marketing, Social Media Marketing, Copywriting, Event Planning, Radio, Management, Account Management, Project Management, Software Project..., Operations Management, Operational Efficiency, Community Outreach, Community Development, Advertising, Facebook, Public Relations
Education
University of Nebraska at Omaha
B.S. in Communication, Broadcasting - New Media, Media Technology
Proper Commerce, LLC December 2014 - Present
GOODTWIN August 2013 - December 2014
NorthStar Financial Services Group, LLC March 2011 - August 2013
SkyWest Airlines April 2010 - September 2011
Skills
Video Production, Editing, Final Cut Pro, Social Media, Video, Marketing, Social Media Marketing, Copywriting, Event Planning, Radio, Management, Account Management, Project Management, Software Project..., Operations Management, Operational Efficiency, Community Outreach, Community Development, Advertising, Facebook, Public Relations
Education
University of Nebraska at Omaha
B.S. in Communication, Broadcasting - New Media, Media Technology
Ben Williamson's NorthStar Financial Services Group, LLC Experience September 2015 - Present
Job Legal Counsel at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC September 2015 - Present
NorthStar Financial Services Group, LLC May 2013 - August 2015
Baylor, Evnen, Curtiss, Grimit & Witt, LLP May 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, Customer Service, Time Management, Outlook, Financial Analysis, Leadership, Insurance, Access, Communication
Education
University of Nebraska College of Law 2012 — 2015
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS), Finance, General
NorthStar Financial Services Group, LLC September 2015 - Present
NorthStar Financial Services Group, LLC May 2013 - August 2015
Baylor, Evnen, Curtiss, Grimit & Witt, LLP May 2011 - July 2012
Skills
Microsoft Office, Microsoft Word, Research, Microsoft Excel, Customer Service, Time Management, Outlook, Financial Analysis, Leadership, Insurance, Access, Communication
Education
University of Nebraska College of Law 2012 — 2015
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science (BS), Finance, General
Ann Oleson Ann Oleson's NorthStar Financial Services Group, LLC Experience September 2009 - April 2011
Job Compensation and Benefits Manager at LICOR
Industry Human Resources
Experience
LI-COR Biosciences May 2011 - Present
NorthStar Financial Services Group, LLC September 2009 - April 2011
TD Ameritrade September 2006 - February 2009
First Data Corporation August 2005 - August 2006
Skills
Deferred Compensation, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, Personnel Management, Employee Relations, Talent Management, Compensation & Benefits..., Compensation Structures, Recruiting, Performance Management, Talent Acquisition, HR Policies, Payroll, Analysis, Compensation & Benefit, HRIS, PeopleSoft, Customer Service, Management, Training, Hiring, Incentive Programs, Benefits Administration, Compensation & Benefits
Education
University of Nebraska at Omaha 2007 — 2011
Masters, Business Administration
Saint Louis University 2001 — 2005
Bachelors, Physics
LI-COR Biosciences May 2011 - Present
NorthStar Financial Services Group, LLC September 2009 - April 2011
TD Ameritrade September 2006 - February 2009
First Data Corporation August 2005 - August 2006
Skills
Deferred Compensation, Employee Benefits, Human Resources, Applicant Tracking..., Onboarding, Personnel Management, Employee Relations, Talent Management, Compensation & Benefits..., Compensation Structures, Recruiting, Performance Management, Talent Acquisition, HR Policies, Payroll, Analysis, Compensation & Benefit, HRIS, PeopleSoft, Customer Service, Management, Training, Hiring, Incentive Programs, Benefits Administration, Compensation & Benefits
Education
University of Nebraska at Omaha 2007 — 2011
Masters, Business Administration
Saint Louis University 2001 — 2005
Bachelors, Physics
Derek Watterson Derek Watterson's NorthStar Financial Services Group, LLC Experience January 2014 - Present
Job Logistics Manager at Blu Giant
Industry Internet
Experience
NorthStar Financial Services Group, LLC January 2014 - Present
Blu Giant January 2014 - Present
Blu Giant Advisor Studios January 2014 - May 2015
Barton Consulting October 2008 - January 2014
Barton Consulting October 2008 - January 2014
Skills
SEM, Web Design, Web Development, SEO, Web 2.0, Web Analytics, HTML + CSS, Flash, Drupal, Ubercart, Wordpress, Photoshop, HTML 5, CSS, CSS3, jQuery, Problem Solving, Debugging, JavaScript, InDesign, Illustrator, Adobe Creative Suite, Google Webmaster Tools, Google Maps, Mobile Web Design, Mac, HTML, E-commerce, WordPress, PPC, CMS, User Interface Design, HTML5
Education
Brigham Young University - Idaho 2006 — 2009
Web/Multimedia Management
Brigham Young University - Idaho 2004 — 2009
BA, Graphic Design, Web Design, Business
NorthStar Financial Services Group, LLC January 2014 - Present
Blu Giant January 2014 - Present
Blu Giant Advisor Studios January 2014 - May 2015
Barton Consulting October 2008 - January 2014
Barton Consulting October 2008 - January 2014
Skills
SEM, Web Design, Web Development, SEO, Web 2.0, Web Analytics, HTML + CSS, Flash, Drupal, Ubercart, Wordpress, Photoshop, HTML 5, CSS, CSS3, jQuery, Problem Solving, Debugging, JavaScript, InDesign, Illustrator, Adobe Creative Suite, Google Webmaster Tools, Google Maps, Mobile Web Design, Mac, HTML, E-commerce, WordPress, PPC, CMS, User Interface Design, HTML5
Education
Brigham Young University - Idaho 2006 — 2009
Web/Multimedia Management
Brigham Young University - Idaho 2004 — 2009
BA, Graphic Design, Web Design, Business
RACHIDI ADEDOKOUN RACHIDI ADEDOKOUN's NorthStar Financial Services Group, LLC Experience January 2014 - Present
Job Fund Accountant at NorthStar Financial Services Group, LLC.
Industry Accounting
Experience
NorthStar Financial Services Group, LLC January 2014 - Present
Creighton University August 2013 - December 2013
First National Bank of Omaha August 2012 - October 2013
Skills
Accounting, Microsoft Office, Customer Service, Outlook, Payroll, QuickBooks, Leadership, Time Management, Microsoft Excel, Team Building, PowerPoint, Data Analysis, Access, CRM, Project Management, Microsoft Word, International Business, International Relations, Marketing Communications, Marketing Strategy, Market Research, Financial Analysis, Inventory Control, Account Reconciliation, Accounts Payable, General Ledger, Auditing, Budgets, Cash Management
Education
Creighton University 2010 — 2013
Bachelor of Science in Business Administration (BSBA), Accounting
NorthStar Financial Services Group, LLC January 2014 - Present
Creighton University August 2013 - December 2013
First National Bank of Omaha August 2012 - October 2013
Skills
Accounting, Microsoft Office, Customer Service, Outlook, Payroll, QuickBooks, Leadership, Time Management, Microsoft Excel, Team Building, PowerPoint, Data Analysis, Access, CRM, Project Management, Microsoft Word, International Business, International Relations, Marketing Communications, Marketing Strategy, Market Research, Financial Analysis, Inventory Control, Account Reconciliation, Accounts Payable, General Ledger, Auditing, Budgets, Cash Management
Education
Creighton University 2010 — 2013
Bachelor of Science in Business Administration (BSBA), Accounting
Marc Herrold Marc Herrold's NorthStar Financial Services Group, LLC Experience May 2014 - August 2014
Job Business Development Representative at Applied Underwriters
Industry Internet
Experience
Applied Underwriters May 2015 - Present
Omaha Steaks October 2014 - Present
Omaha Steaks October 2014 - Present
Applied Underwriters 2015 - 2015
NorthStar Financial Services Group, LLC May 2014 - August 2014
PayPal January 2010 - March 2014
First Data Corporation September 2008 - October 2009
CSG International November 1994 - July 2008
Skills
Start-ups, Training, Leadership, Process Improvement, CRM, Call Centers, Project Management, Product Management, Product Marketing, Merchant Services, Payment Gateways, E-commerce, Payments, User Experience, Client Relations Skills, Client Education, Customer Retention, Presentations, Customer Experience, Service Delivery
Education
University of Nebraska-Lincoln 1984 — 1987
Bachelor of Science (BS), Marketing
The University of South Dakota 1983 — 1984
Business
Applied Underwriters May 2015 - Present
Omaha Steaks October 2014 - Present
Omaha Steaks October 2014 - Present
Applied Underwriters 2015 - 2015
NorthStar Financial Services Group, LLC May 2014 - August 2014
PayPal January 2010 - March 2014
First Data Corporation September 2008 - October 2009
CSG International November 1994 - July 2008
Skills
Start-ups, Training, Leadership, Process Improvement, CRM, Call Centers, Project Management, Product Management, Product Marketing, Merchant Services, Payment Gateways, E-commerce, Payments, User Experience, Client Relations Skills, Client Education, Customer Retention, Presentations, Customer Experience, Service Delivery
Education
University of Nebraska-Lincoln 1984 — 1987
Bachelor of Science (BS), Marketing
The University of South Dakota 1983 — 1984
Business
Charles Cogburn's NorthStar Financial Services Group, LLC Experience February 2015 - Present
Job Student at University of Nebraska at Omaha
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC February 2015 - Present
OCi August 2014 - February 2015
Mercedes-Benz USA September 2013 - August 2014
Mama's Pizza May 2013 - October 2013
Life Time Fitness February 2012 - June 2013
Life Time Fitness August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Banking, Customer Satisfaction
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
University of Nebraska-Lincoln 2007 — 2010
Bachelor of Arts (BA), Sociology
NorthStar Financial Services Group, LLC February 2015 - Present
OCi August 2014 - February 2015
Mercedes-Benz USA September 2013 - August 2014
Mama's Pizza May 2013 - October 2013
Life Time Fitness February 2012 - June 2013
Life Time Fitness August 2011 - February 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Banking, Customer Satisfaction
Education
University of Nebraska at Omaha 2012 — 2014
Bachelor of Business Administration (BBA), Finance, General
University of Nebraska-Lincoln 2007 — 2010
Bachelor of Arts (BA), Sociology
Molinda Henry, MA Ed. Molinda Henry, MA Ed.'s NorthStar Financial Services Group, LLC Experience January 2012 - June 2012
Job Administrative Assistant Edgewood College School of Business
Industry Education Management
Experience
Edgewood College 2013 - Present
Madison Metropolitan School District June 2010 - December 2012
NorthStar Financial Services Group, LLC January 2012 - June 2012
Skills
Public Speaking, Teaching, Research, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, English, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Event Planning, Community Outreach, Nonprofits, Fundraising, Program Development, Social Media, Management
Education
Edgewood College 2013 — 2015
Master’s Degree, Education, 4.0
University of Wisconsin-Madison 2006 — 2010
Bachelor of Arts (BA), African-American/Black Studies
Madison Area Technical College 2000 — 2010
Business Mid-Management
Edgewood College 2013 - Present
Madison Metropolitan School District June 2010 - December 2012
NorthStar Financial Services Group, LLC January 2012 - June 2012
Skills
Public Speaking, Teaching, Research, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, English, Windows, Outlook, Photoshop, HTML, Budgets, Strategic Planning, Event Planning, Community Outreach, Nonprofits, Fundraising, Program Development, Social Media, Management
Education
Edgewood College 2013 — 2015
Master’s Degree, Education, 4.0
University of Wisconsin-Madison 2006 — 2010
Bachelor of Arts (BA), African-American/Black Studies
Madison Area Technical College 2000 — 2010
Business Mid-Management
Phillip Colling Phillip Colling's NorthStar Financial Services Group, LLC Experience March 2015 - Present
Job Customer Sales and Service Rep. Wells Fargo
Industry Banking
Experience
NorthStar Financial Services Group, LLC March 2015 - Present
Wells Fargo August 2013 - March 2015
Academic Adventures May 2010 - October 2012
Skills
Mathematics, Computers, Sales, Customer Service, Leadership
Education
Peru State College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Millard West High School 2006 — 2010
NorthStar Financial Services Group, LLC March 2015 - Present
Wells Fargo August 2013 - March 2015
Academic Adventures May 2010 - October 2012
Skills
Mathematics, Computers, Sales, Customer Service, Leadership
Education
Peru State College 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Millard West High School 2006 — 2010
Robert Fredrickson Robert Fredrickson's NorthStar Financial Services Group, LLC Experience August 2014 - Present
Job Mutual Fund Accountant II
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC August 2014 - Present
Hill Brothers Logistics April 2014 - August 2014
Leidos September 2013 - April 2014
American Express Business Travel February 2010 - September 2013
McKeans Floor to Ceiling June 2003 - January 2009
State of Nebraska November 1997 - June 2003
Skills
Account Management, Relationship Management, Customer Service, Call Centers, Salesforce.com, New Business Development, Management, Business Development, Credit Cards, Negotiation, Business Analysis, Business Strategy, B2B, CRM, Business Travel, Financial Services, Team Leadership, Customer Satisfaction, Sales, Auditing, Accounting, Variance Analysis, Hyperion Enterprise, Analysis, Financial Analysis, Journal Entries, Invoicing, Process Improvement, Forecasting, Interviews
Education
Bellevue University 2009 — 2013
Bachelor of Science (B.S.), Accounting
NorthStar Financial Services Group, LLC August 2014 - Present
Hill Brothers Logistics April 2014 - August 2014
Leidos September 2013 - April 2014
American Express Business Travel February 2010 - September 2013
McKeans Floor to Ceiling June 2003 - January 2009
State of Nebraska November 1997 - June 2003
Skills
Account Management, Relationship Management, Customer Service, Call Centers, Salesforce.com, New Business Development, Management, Business Development, Credit Cards, Negotiation, Business Analysis, Business Strategy, B2B, CRM, Business Travel, Financial Services, Team Leadership, Customer Satisfaction, Sales, Auditing, Accounting, Variance Analysis, Hyperion Enterprise, Analysis, Financial Analysis, Journal Entries, Invoicing, Process Improvement, Forecasting, Interviews
Education
Bellevue University 2009 — 2013
Bachelor of Science (B.S.), Accounting
Gurcharan Dadra Gurcharan Dadra's NorthStar Financial Services Group, LLC Experience September 2014 - Present
Job Accounting Analyst at NorthStar Financial Services Group, LLC
Industry Health, Wellness and Fitness
Experience
NorthStar Financial Services Group, LLC September 2014 - Present
Bellmore Pharmacy Inc. February 2011 - September 2014
Lazzat Restaurant October 2009 - May 2014
Verizon Wireless September 2009 - January 2011
AT&T May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Outlook, Customer Service, Windows, English, Public Speaking, Teaching, HTML, Budgets, Strategic Planning, Editing
Education
Hofstra University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science
John F Kennedy High School 2005 — 2009
Advanced High School Diploma, 97/100
NorthStar Financial Services Group, LLC September 2014 - Present
Bellmore Pharmacy Inc. February 2011 - September 2014
Lazzat Restaurant October 2009 - May 2014
Verizon Wireless September 2009 - January 2011
AT&T May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Research, Outlook, Customer Service, Windows, English, Public Speaking, Teaching, HTML, Budgets, Strategic Planning, Editing
Education
Hofstra University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science
John F Kennedy High School 2005 — 2009
Advanced High School Diploma, 97/100
Derek Stearns's NorthStar Financial Services Group, LLC Experience 2011 - 2012
Job Business Intelligence Developer at Mutual of Omaha
Industry Information Services
Experience
Mutual of Omaha 2014 - Present
Elisa Elana July 2014 - July 2014
WebEquity Solutions 2014 - 2014
Omaha Foreign Exchange 2013 - 2014
Green Plains Renewable Energy April 2013 - 2013
Perfecta Media LLC dba Blabfeed September 2012 - 2013
DailyMav October 2010 - 2013
NorthStar Financial Services Group, LLC 2011 - 2012
After the Fall 2008 - 2012
Dell/Perot Systems October 2007 - 2011
Skills
Programming, Access, MySQL, Leadership, Microsoft Word, Microsoft Office, QuickBooks, CSS, Strategic Planning, Microsoft Excel, JavaScript, XML, Budgets, PowerPoint, Data Analysis, Payroll, Accounting, Team Leadership, Financial Analysis, Auditing, Outlook, Invoicing, Account Reconciliation, Web Design, Integration, HTML, Networking, Software Development, Visio, Photoshop, Call Centers, Databases, Teamwork, Microsoft SQL Server, PHP, Finance, Cash Flow, Web Development, SQL, Research, Analysis, jQuery, Visual Basic, Database Design, Business Analysis, Business Intelligence, SharePoint, Social Media, Agile Methodologies, Process Improvement
Education
University of Nebraska at Omaha 2005 — 2011
Bachelors of Science, Accounting
Westside high 2001 — 2005
General studies with honors, N/A
Coursera ML Class 2013
Mutual of Omaha 2014 - Present
Elisa Elana July 2014 - July 2014
WebEquity Solutions 2014 - 2014
Omaha Foreign Exchange 2013 - 2014
Green Plains Renewable Energy April 2013 - 2013
Perfecta Media LLC dba Blabfeed September 2012 - 2013
DailyMav October 2010 - 2013
NorthStar Financial Services Group, LLC 2011 - 2012
After the Fall 2008 - 2012
Dell/Perot Systems October 2007 - 2011
Skills
Programming, Access, MySQL, Leadership, Microsoft Word, Microsoft Office, QuickBooks, CSS, Strategic Planning, Microsoft Excel, JavaScript, XML, Budgets, PowerPoint, Data Analysis, Payroll, Accounting, Team Leadership, Financial Analysis, Auditing, Outlook, Invoicing, Account Reconciliation, Web Design, Integration, HTML, Networking, Software Development, Visio, Photoshop, Call Centers, Databases, Teamwork, Microsoft SQL Server, PHP, Finance, Cash Flow, Web Development, SQL, Research, Analysis, jQuery, Visual Basic, Database Design, Business Analysis, Business Intelligence, SharePoint, Social Media, Agile Methodologies, Process Improvement
Education
University of Nebraska at Omaha 2005 — 2011
Bachelors of Science, Accounting
Westside high 2001 — 2005
General studies with honors, N/A
Coursera ML Class 2013
Spencer DuShane's NorthStar Financial Services Group, LLC Experience May 2012 - August 2012
Job Wildlife Real Estate Specialist at Utah Division of Wildlife Resources
Industry Law Practice
Experience
Utah Division of Wildlife Resources June 2014 - Present
Free Lance Legal Researcher and Writer April 2014 - May 2014
Creighton University August 2011 - May 2014
Nebraska Methodist Health System January 2013 - April 2013
NorthStar Financial Services Group, LLC May 2012 - August 2012
None May 2011 - August 2011
Verizon Wireless February 2006 - May 2011
American Express September 2005 - February 2006
Discover Financial Services December 2003 - September 2005
Skills
Resource Conservation..., Easements, Legal Research, Legal Writing, Wildlife Conservation, Conservation Easements, Research, Environmental Law, Westlaw, Public Speaking, Management, Customer Service, PowerPoint, Community Outreach, Fundraising, Contract Law, Property Law, Negotiation, Oil & Gas Law, Environmental Awareness, Environmental Issues, Land Acquisition, Surety Bonds
Education
Creighton University School of Law 2011 — 2014
Doctor of Law (J.D.), Environmental and Natural Resources Law, Property Law, and Intellectual Property Law
Arizona State University 2007 — 2011
BA, English Literature Minor in English Linguistics
Copper Hillis High School 1997 — 2000
Utah Division of Wildlife Resources June 2014 - Present
Free Lance Legal Researcher and Writer April 2014 - May 2014
Creighton University August 2011 - May 2014
Nebraska Methodist Health System January 2013 - April 2013
NorthStar Financial Services Group, LLC May 2012 - August 2012
None May 2011 - August 2011
Verizon Wireless February 2006 - May 2011
American Express September 2005 - February 2006
Discover Financial Services December 2003 - September 2005
Skills
Resource Conservation..., Easements, Legal Research, Legal Writing, Wildlife Conservation, Conservation Easements, Research, Environmental Law, Westlaw, Public Speaking, Management, Customer Service, PowerPoint, Community Outreach, Fundraising, Contract Law, Property Law, Negotiation, Oil & Gas Law, Environmental Awareness, Environmental Issues, Land Acquisition, Surety Bonds
Education
Creighton University School of Law 2011 — 2014
Doctor of Law (J.D.), Environmental and Natural Resources Law, Property Law, and Intellectual Property Law
Arizona State University 2007 — 2011
BA, English Literature Minor in English Linguistics
Copper Hillis High School 1997 — 2000
Amber Pavelka Amber Pavelka's NorthStar Financial Services Group, LLC Experience September 2014 - Present
Job Junior Accountant at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC September 2014 - Present
NorthStar Financial Services Group, LLC April 2011 - September 2014
Orion Advisory Services June 2010 - March 2011
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Analysis, Financial Accounting, Internal Controls, Financial Reporting, Finance, Financial Services
Education
Midland Lutheran College 2006 — 2010
Bachelor's Degree, Accounting & Business Management
NorthStar Financial Services Group, LLC September 2014 - Present
NorthStar Financial Services Group, LLC April 2011 - September 2014
Orion Advisory Services June 2010 - March 2011
Skills
Accounting, Accounts Receivable, Account Reconciliation, Financial Analysis, Financial Accounting, Internal Controls, Financial Reporting, Finance, Financial Services
Education
Midland Lutheran College 2006 — 2010
Bachelor's Degree, Accounting & Business Management
Bill Koonce Bill Koonce's NorthStar Financial Services Group, LLC Experience June 2015 - Present
Job New Business Specialist at NorthStar Financial Services Group, LLC
Industry Investment Management
Experience
NorthStar Financial Services Group, LLC June 2015 - Present
TD Ameritrade October 2014 - May 2015
Westdale Asset Management April 2012 - October 2014
Building Bright Futures January 2011 - December 2011
Borders April 2009 - September 2011
Baker's October 2004 - January 2008
Skills
Customer Satisfaction, Management, Mathematics, Customer Service, Customer Service..., Team Management, Office Administration, Personal Budgeting, Microsoft Office, Positive Personality, PowerPoint, Creative Writing, Teamwork, Microsoft Word, Microsoft Excel, Data Analysis, Time Management, Social Media, Event Planning, Outlook, Apartments, Facebook, Teaching, Research, Communication Skills, Editing, Public Speaking, Yardi Property..., Community Outreach
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor's Degree, General Studies - Business Administration, concentration in Accounting and Mathematics
Metropolitan Community College 2005 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
NorthStar Financial Services Group, LLC June 2015 - Present
TD Ameritrade October 2014 - May 2015
Westdale Asset Management April 2012 - October 2014
Building Bright Futures January 2011 - December 2011
Borders April 2009 - September 2011
Baker's October 2004 - January 2008
Skills
Customer Satisfaction, Management, Mathematics, Customer Service, Customer Service..., Team Management, Office Administration, Personal Budgeting, Microsoft Office, Positive Personality, PowerPoint, Creative Writing, Teamwork, Microsoft Word, Microsoft Excel, Data Analysis, Time Management, Social Media, Event Planning, Outlook, Apartments, Facebook, Teaching, Research, Communication Skills, Editing, Public Speaking, Yardi Property..., Community Outreach
Education
University of Nebraska at Omaha 2010 — 2014
Bachelor's Degree, General Studies - Business Administration, concentration in Accounting and Mathematics
Metropolitan Community College 2005 — 2007
Associate's Degree, Liberal Arts and Sciences/Liberal Studies
Garrett Kennedy Garrett Kennedy's NorthStar Financial Services Group, LLC Experience June 2015 - Present
Job Fund Accountant at NorthStar Financial Services Group, LLC
Industry Accounting
Experience
NorthStar Financial Services Group, LLC June 2015 - Present
Cheeseburger Restaurants (Cheeseburger In Paradise) May 2013 - Present
Lutz January 2015 - April 2015
Werner Enterprises May 2014 - August 2014
Lambda Chi Alpha Fraternity, Inc. January 2013 - December 2013
Lambda Chi Alpha Fraternity, Inc. January 2012 - December 2012
Scheels October 2009 - August 2012
Skills
Accounting, Finance, Organizational..., Communication, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Leadership, Teamwork, Time Management, Social Media
Education
University of Nebraska-Lincoln 2010 — 2014
Accounting
NorthStar Financial Services Group, LLC June 2015 - Present
Cheeseburger Restaurants (Cheeseburger In Paradise) May 2013 - Present
Lutz January 2015 - April 2015
Werner Enterprises May 2014 - August 2014
Lambda Chi Alpha Fraternity, Inc. January 2013 - December 2013
Lambda Chi Alpha Fraternity, Inc. January 2012 - December 2012
Scheels October 2009 - August 2012
Skills
Accounting, Finance, Organizational..., Communication, Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Customer Service, Microsoft Word, Leadership, Teamwork, Time Management, Social Media
Education
University of Nebraska-Lincoln 2010 — 2014
Accounting
Larry Fazzini Larry Fazzini's NorthStar Financial Services Group, LLC Experience August 2011 - Present
Job Human Resources Professional
Industry Human Resources
Experience
NorthStar Financial Services Group, LLC August 2011 - Present
Countrywide/Bank of America 2007 - 2008
Affliated Computer Services (ACS) 2002 - 2007
Comark/Insight Enterprises 2001 - 2002
Inacom 1993 - 2001
Sears Business Centers 1987 - 1993
Skills
Human Resources, Leadership, Outsourcing, Talent Management, Employee Relations, Onboarding, HRIS, Performance Management, Deferred Compensation, Employee Benefits, Talent Acquisition, Recruiting, Applicant Tracking..., HR Policies, Process Improvement, Training, Leadership Development, Succession Planning, Organizational...
Education
Purdue University 1965 — 1969
Bachelor of Science (BS), Business Administration and Management, General
Loyola University of Chicago
Master of Business Administration (MBA), Marketing
NorthStar Financial Services Group, LLC August 2011 - Present
Countrywide/Bank of America 2007 - 2008
Affliated Computer Services (ACS) 2002 - 2007
Comark/Insight Enterprises 2001 - 2002
Inacom 1993 - 2001
Sears Business Centers 1987 - 1993
Skills
Human Resources, Leadership, Outsourcing, Talent Management, Employee Relations, Onboarding, HRIS, Performance Management, Deferred Compensation, Employee Benefits, Talent Acquisition, Recruiting, Applicant Tracking..., HR Policies, Process Improvement, Training, Leadership Development, Succession Planning, Organizational...
Education
Purdue University 1965 — 1969
Bachelor of Science (BS), Business Administration and Management, General
Loyola University of Chicago
Master of Business Administration (MBA), Marketing
Christian Thom's NorthStar Financial Services Group, LLC Experience December 2009 - July 2015
Job Graphic Designer
Industry Graphic Design
Experience
NorthStar Financial Services Group, LLC December 2009 - July 2015
Self-Employed April 2009 - December 2009
Sergeant's Pet Care Products May 2008 - April 2009
KMTV 2000 - 2008
Skills
Graphic Design, InDesign, Microsoft Office, Adobe Creative Suite, Event Planning, Illustrator, Art Direction, Logo Design, Advertising, Graphics, Photoshop, Social Media, Marketing, QuarkXPress, Social Media Marketing, Brochures
Education
The University of Kansas 1995 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
Interface Web School
Front End Web Development
Omaha North High School
NorthStar Financial Services Group, LLC December 2009 - July 2015
Self-Employed April 2009 - December 2009
Sergeant's Pet Care Products May 2008 - April 2009
KMTV 2000 - 2008
Skills
Graphic Design, InDesign, Microsoft Office, Adobe Creative Suite, Event Planning, Illustrator, Art Direction, Logo Design, Advertising, Graphics, Photoshop, Social Media, Marketing, QuarkXPress, Social Media Marketing, Brochures
Education
The University of Kansas 1995 — 1999
Bachelor of Fine Arts (BFA), Graphic Design
Interface Web School
Front End Web Development
Omaha North High School
Jaime Damkroger, PHR Jaime Damkroger, PHR's NorthStar Financial Services Group, LLC Experience May 2006 - September 2009
Job Manager, Human Resources at ConAgra Foods
Industry Food Production
Experience
ConAgra Foods September 2009 - Present
NorthStar Financial Services Group, LLC May 2006 - September 2009
Interpublic Group December 2004 - May 2006
Skills
Employee Relations, Supply Chain, Personnel Management, Talent Management, Onboarding, Human Resources, Talent Acquisition, HRIS, Applicant Tracking..., Deferred Compensation, Succession Planning, Workforce Planning, College Recruiting, Performance Management, New Hire Orientations, Labor Relations
Education
University of Nebraska-Lincoln 2014 — 2014
Masters Certificate, Business Analytics
University of Nebraska at Omaha 2005 — 2008
MBA
University of Nebraska-Lincoln 2000 — 2004
BSBA, BSEHS, Management & Secondary Education
ConAgra Foods September 2009 - Present
NorthStar Financial Services Group, LLC May 2006 - September 2009
Interpublic Group December 2004 - May 2006
Skills
Employee Relations, Supply Chain, Personnel Management, Talent Management, Onboarding, Human Resources, Talent Acquisition, HRIS, Applicant Tracking..., Deferred Compensation, Succession Planning, Workforce Planning, College Recruiting, Performance Management, New Hire Orientations, Labor Relations
Education
University of Nebraska-Lincoln 2014 — 2014
Masters Certificate, Business Analytics
University of Nebraska at Omaha 2005 — 2008
MBA
University of Nebraska-Lincoln 2000 — 2004
BSBA, BSEHS, Management & Secondary Education
Doug McCash Doug McCash's NorthStar Financial Services Group, LLC Experience June 2006 - November 2011
Job Chief Compliance Officer at CLS Investments, LLC
Industry Legal Services
Experience
AdvisorOne Funds Trust January 2012 - Present
CLS Investments, LLC July 2008 - Present
NorthStar Financial Services Group, LLC June 2006 - November 2011
Doster Mickes June 2005 - June 2006
Fitzgerald, Schorr, Barmettler & Brennan February 2003 - June 2005
Skills
Series 24, Series 7, Series 66, Spanish, Securities, Investment Advisers Act, Investments, Investment Company Act, Mutual Funds, Securities Regulation, Asset Managment, Investment Advisory, FINRA, Alternative Investments, AML, Securities Exchange Act..., Financial Services, Corporate Governance, Broker-Dealer, Estate Planning, Securities Litigation, OFAC
Education
University of Missouri-Kansas City School of Law 2001 — 2002
LL.M., Tax
University of Arkansas at Little Rock, William H. Bowen School of Law 1998 — 2001
J.D., Law
University of Arkansas 1992 — 1995
B.A., International Economics
AdvisorOne Funds Trust January 2012 - Present
CLS Investments, LLC July 2008 - Present
NorthStar Financial Services Group, LLC June 2006 - November 2011
Doster Mickes June 2005 - June 2006
Fitzgerald, Schorr, Barmettler & Brennan February 2003 - June 2005
Skills
Series 24, Series 7, Series 66, Spanish, Securities, Investment Advisers Act, Investments, Investment Company Act, Mutual Funds, Securities Regulation, Asset Managment, Investment Advisory, FINRA, Alternative Investments, AML, Securities Exchange Act..., Financial Services, Corporate Governance, Broker-Dealer, Estate Planning, Securities Litigation, OFAC
Education
University of Missouri-Kansas City School of Law 2001 — 2002
LL.M., Tax
University of Arkansas at Little Rock, William H. Bowen School of Law 1998 — 2001
J.D., Law
University of Arkansas 1992 — 1995
B.A., International Economics
Bill Wostoupal's NorthStar Financial Services Group, LLC Experience January 2005 - Present
Job Executive VP at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2005 - Present
Gemini Fund Services, LLC January 2005 - December 2010
Orion Advisor Services November 2000 - December 2004
CLS Investment Firm, LLC November 1994 - November 2000
Skills
Series 7, Business Development, Sales, Investments, Mutual Funds, Asset Management, Investment Advisory, Series 63, Securities, Leadership, Series 24, Strategic Planning, Portfolio Management, Project Management, Strategy, Wealth Management, Alternative Investments, Social Media Marketing, Marketing Strategy, Relationship Management, Sales Management, Retirement Planning, New Business Development
Education
University of Nebraska-Lincoln 1990 — 1992
BA, Major: Psychology Minor: Finance
University of Nebraska at Omaha
NorthStar Financial Services Group, LLC January 2005 - Present
Gemini Fund Services, LLC January 2005 - December 2010
Orion Advisor Services November 2000 - December 2004
CLS Investment Firm, LLC November 1994 - November 2000
Skills
Series 7, Business Development, Sales, Investments, Mutual Funds, Asset Management, Investment Advisory, Series 63, Securities, Leadership, Series 24, Strategic Planning, Portfolio Management, Project Management, Strategy, Wealth Management, Alternative Investments, Social Media Marketing, Marketing Strategy, Relationship Management, Sales Management, Retirement Planning, New Business Development
Education
University of Nebraska-Lincoln 1990 — 1992
BA, Major: Psychology Minor: Finance
University of Nebraska at Omaha
Clara Maddox Jackson's NorthStar Financial Services Group, LLC Experience 2015 - Present
Job Investment Professional at TA Associates
Industry Venture Capital & Private Equity
Experience
TA Associates 2014 - Present
NorthStar Financial Services Group, LLC 2015 - Present
Skip Hop 2013 - 2014
Fireman Capital Partners 2012 - 2014
TPG Growth 2008 - 2010
Goldman Sachs 2006 - 2008
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, Corporate Development
Education
Harvard Business School 2010 — 2012
MBA, Business Administration and Management, General
Vanderbilt University 2002 — 2006
Bachelor of Science (BS), Economics
Choate Rosemary Hall 1999 — 2002
TA Associates 2014 - Present
NorthStar Financial Services Group, LLC 2015 - Present
Skip Hop 2013 - 2014
Fireman Capital Partners 2012 - 2014
TPG Growth 2008 - 2010
Goldman Sachs 2006 - 2008
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Corporate Finance, LBO, Corporate Development
Education
Harvard Business School 2010 — 2012
MBA, Business Administration and Management, General
Vanderbilt University 2002 — 2006
Bachelor of Science (BS), Economics
Choate Rosemary Hall 1999 — 2002
Thomas Desroches Thomas Desroches's NorthStar Financial Services Group, LLC Experience February 2015 - Present
Job Fund Administrator at NorthStar Financial Services Group, LLC
Industry Accounting
Experience
NorthStar Financial Services Group, LLC February 2015 - Present
Sports4allkids 2013 - Present
Broadridge Financial Solutions October 2014 - February 2015
Davis Visionworks June 2013 - October 2014
Subway 2011 - 2013
Skills
Cashiering, Time Management, Food Service, Cash Register, Cash Handling Experience, Customer Service, Food Preparation, Teamwork, Microsoft Word, Data Entry, PowerPoint, Microsoft Excel, Restaurants, Microsoft Office, Phone Etiquette
Education
State University of New York College at Cortland 2009 — 2013
Bachelor of Science (B.S.), Business Economics: Conc. Finance Management
NorthStar Financial Services Group, LLC February 2015 - Present
Sports4allkids 2013 - Present
Broadridge Financial Solutions October 2014 - February 2015
Davis Visionworks June 2013 - October 2014
Subway 2011 - 2013
Skills
Cashiering, Time Management, Food Service, Cash Register, Cash Handling Experience, Customer Service, Food Preparation, Teamwork, Microsoft Word, Data Entry, PowerPoint, Microsoft Excel, Restaurants, Microsoft Office, Phone Etiquette
Education
State University of New York College at Cortland 2009 — 2013
Bachelor of Science (B.S.), Business Economics: Conc. Finance Management
Lindsay Schaible's NorthStar Financial Services Group, LLC Experience August 2007 - January 2013
Job Event Coordinator at MECA Omaha CenturyLink Center
Industry Entertainment
Experience
MECA Omaha CenturyLink Center January 2013 - Present
NorthStar Financial Services Group, LLC August 2007 - January 2013
Skills
Process Improvement, Customer Service, Event Planning, Portfolio Management, Microsoft Office, Microsoft Excel, Time Management, Document Management, Interpersonal..., Account Management, Outlook, Advertising, Event Management, Trade Shows, Sales, Social Media Marketing, Leadership, Marketing
Education
Bellevue University
Bachelor of Business Administration (B.B.A.), Business, 3.8
University of Nebraska at Omaha
General Studies
MECA Omaha CenturyLink Center January 2013 - Present
NorthStar Financial Services Group, LLC August 2007 - January 2013
Skills
Process Improvement, Customer Service, Event Planning, Portfolio Management, Microsoft Office, Microsoft Excel, Time Management, Document Management, Interpersonal..., Account Management, Outlook, Advertising, Event Management, Trade Shows, Sales, Social Media Marketing, Leadership, Marketing
Education
Bellevue University
Bachelor of Business Administration (B.B.A.), Business, 3.8
University of Nebraska at Omaha
General Studies
Chad Hauf's NorthStar Financial Services Group, LLC Experience December 2013 - Present
Job Human Resources Generalist at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC December 2013 - Present
NorthStar Financial Services Group, LLC October 2011 - November 2013
Beef Products Inc May 2009 - August 2011
Skills
Employee Relations, Customer Service, Recruiting, Human Resources, PeopleSoft, Microsoft Excel, Workers Compensation, Performance Management, Public Speaking, Accounting, Strategic Planning, Research, Budget, Organizational..., Outlook, Applicant Tracking...
Education
University of Northern Iowa 2005 — 2009
BA, Human Resource Management
Community College of the Air Force 2003 — 2009
Associate of Arts (AA), Health Services/Allied Health/Health Sciences, General
NorthStar Financial Services Group, LLC December 2013 - Present
NorthStar Financial Services Group, LLC October 2011 - November 2013
Beef Products Inc May 2009 - August 2011
Skills
Employee Relations, Customer Service, Recruiting, Human Resources, PeopleSoft, Microsoft Excel, Workers Compensation, Performance Management, Public Speaking, Accounting, Strategic Planning, Research, Budget, Organizational..., Outlook, Applicant Tracking...
Education
University of Northern Iowa 2005 — 2009
BA, Human Resource Management
Community College of the Air Force 2003 — 2009
Associate of Arts (AA), Health Services/Allied Health/Health Sciences, General
Jarit Euerle's NorthStar Financial Services Group, LLC Experience July 2012 - Present
Job Fund Accountant at NorthStar Financial Services Group, LLC
Industry Accounting
Experience
NorthStar Financial Services Group, LLC July 2012 - Present
JCPenney September 2009 - May 2011
Morningside College September 2007 - December 2009
Litchfield Public Schools June 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Social Media, Public Speaking, Time Management, Finance, General Ledger
Education
University of Sioux Falls 2011 — 2012
Masters, Business Administration
Morningside College 2007 — 2011
Bachelor of Science, Business Administration; Finance & Economics; Coaching Authorization
NorthStar Financial Services Group, LLC July 2012 - Present
JCPenney September 2009 - May 2011
Morningside College September 2007 - December 2009
Litchfield Public Schools June 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Social Media, Public Speaking, Time Management, Finance, General Ledger
Education
University of Sioux Falls 2011 — 2012
Masters, Business Administration
Morningside College 2007 — 2011
Bachelor of Science, Business Administration; Finance & Economics; Coaching Authorization
Daniel Applegarth's NorthStar Financial Services Group, LLC Experience January 2010 - Present
Job CFO at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
NorthStar Financial Services Group, LLC January 2010 - Present
Orion Advisor Services October 2006 - Present
Gemini Fund Services October 2006 - Present
CLS Investments LLC 2006 - Present
Ernst & Young 2004 - 2006
Skills
Accounting, Asset Management, Finance, Financial Analysis, Financial Reporting, Financial Services, Internal Controls, Investment Advisory, Investments, Leadership, Microsoft Office, Mutual Funds
Education
University of Nebraska at Omaha 2008 — 2011
MBA, Business Management
Brigham Young University 2002 — 2004
Brigham Young University - Idaho 1988 — 2002
Associate's, Accounting
Seth McCune Seth McCune's NorthStar Financial Services Group, LLC Experience June 2009 - March 2015
Job Director, Accounting Analyst Teams at Orion Advisor Services
Industry Accounting
Experience
Orion Advisor Services February 2015 - Present
NorthStar Financial Services Group, LLC June 2009 - March 2015
KPMG, LLP August 2008 - March 2009
Skills
Internal Controls, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Internal Audit, Risk Management, Risk Assessment, Enterprise Risk..., IT Audit, Financial Accounting, Financial Services, Problem Solving, Leadership
Education
University of Nebraska at Omaha 2012 — 2015
Master of Business Administration (MBA)
Brigham Young University 2001 — 2008
BS, Accounting
Orion Advisor Services February 2015 - Present
NorthStar Financial Services Group, LLC June 2009 - March 2015
KPMG, LLP August 2008 - March 2009
Skills
Internal Controls, Accounting, Financial Analysis, Auditing, Sarbanes-Oxley Act, Finance, Process Improvement, Internal Audit, Risk Management, Risk Assessment, Enterprise Risk..., IT Audit, Financial Accounting, Financial Services, Problem Solving, Leadership
Education
University of Nebraska at Omaha 2012 — 2015
Master of Business Administration (MBA)
Brigham Young University 2001 — 2008
BS, Accounting
Ben O'Neill's NorthStar Financial Services Group, LLC Experience November 2014 - Present
Job Internal Auditor at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC November 2014 - Present
NorthStar Financial Services Group, LLC-Gemini Fund Services September 2010 - November 2014
Pacific Life February 2010 - June 2010
Securities America, Inc. Member FINRA/SIPC January 2004 - September 2009
The Window Pro's June 2000 - July 2003
Skills
Series 63, Retirement, FINRA, Variable Annuities, Finance, Personal Finance, Wealth Management, Securities, Series 7, Mutual Funds, Strategic Financial...
Education
Bellevue University
Bachelor of Arts (B.A.), Business Administration and Management, General
Edison Community College
Finance
Metropolitan Community College
NorthStar Financial Services Group, LLC November 2014 - Present
NorthStar Financial Services Group, LLC-Gemini Fund Services September 2010 - November 2014
Pacific Life February 2010 - June 2010
Securities America, Inc. Member FINRA/SIPC January 2004 - September 2009
The Window Pro's June 2000 - July 2003
Skills
Series 63, Retirement, FINRA, Variable Annuities, Finance, Personal Finance, Wealth Management, Securities, Series 7, Mutual Funds, Strategic Financial...
Education
Bellevue University
Bachelor of Arts (B.A.), Business Administration and Management, General
Edison Community College
Finance
Metropolitan Community College
Brent Utoft Brent Utoft's NorthStar Financial Services Group, LLC Experience February 2012 - June 2013
Job Accounting Analyst at University of Colorado
Industry Accounting
Experience
University of Colorado May 2015 - Present
Stockman Kast Ryan + Company, LLP June 2013 - May 2015
NorthStar Financial Services Group, LLC February 2012 - June 2013
Great Western Bank August 2007 - February 2012
Kroenke Sports Enterprises January 2007 - May 2007
Skills
Accounting, Financial Reporting, Internal Controls, Finance, Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, US GAAP, Sarbanes-Oxley Act, Leadership, Public Speaking
Education
University of Nebraska at Omaha 2008 — 2011
Bachelor's degree, Accounting
University of Nebraska at Kearney 2004 — 2007
Bachelor of Science (B.S.), Business Administration & Sports Administration
University of Colorado May 2015 - Present
Stockman Kast Ryan + Company, LLP June 2013 - May 2015
NorthStar Financial Services Group, LLC February 2012 - June 2013
Great Western Bank August 2007 - February 2012
Kroenke Sports Enterprises January 2007 - May 2007
Skills
Accounting, Financial Reporting, Internal Controls, Finance, Microsoft Excel, Process Improvement, Microsoft Office, Customer Service, Microsoft Word, US GAAP, Sarbanes-Oxley Act, Leadership, Public Speaking
Education
University of Nebraska at Omaha 2008 — 2011
Bachelor's degree, Accounting
University of Nebraska at Kearney 2004 — 2007
Bachelor of Science (B.S.), Business Administration & Sports Administration
Nathan Retzlaff's NorthStar Financial Services Group, LLC Experience March 2015 - Present
Job Accounting Analyst at NorthStar Financial Services
Industry Marketing and Advertising
Experience
NorthStar Financial Services Group, LLC March 2015 - Present
Bank of the West June 2013 - March 2014
Lowe's Companies, Inc. May 2009 - February 2014
Alegent Creighton Health November 2006 - March 2009
Education
Fachhochschule Vorarlberg University of Applied Sciences
Northwest Missouri State University
Bachelor, Science; International Business
NorthStar Financial Services Group, LLC March 2015 - Present
Bank of the West June 2013 - March 2014
Lowe's Companies, Inc. May 2009 - February 2014
Alegent Creighton Health November 2006 - March 2009
Education
Fachhochschule Vorarlberg University of Applied Sciences
Northwest Missouri State University
Bachelor, Science; International Business
Dan Paur Dan Paur's NorthStar Financial Services Group, LLC Experience 2012 - 2012
Job Owner/CEO at Destiny Web Design
Industry Sports
Experience
Czech Republic National Lacrosse Team February 2014 - Present
Destiny Lacrosse Company February 2010 - Present
Lacrosse Broadcast Network March 2011 - Present
Destiny Web Design April 2014 - Present
nall lacrosse combine 2012 - 2012
NorthStar Financial Services Group, LLC 2012 - 2012
Skills
Lacrosse Coach,..., Social Media, Blogging, Sponsorship, Marketing, Broadcast, Coaching, Time Management, Lacrosse, Sports, Sports Marketing, Event Planning, Event Management, Web Design, Public Speaking, Sports Management, Facebook, Public Relations, Fundraising, Social Networking, Social Media Marketing, Marketing Communications, Entrepreneurship, Media Relations
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), International Social Media Marketing
St. John's University 1997 — 2001
Bachelor's degree, Sociology
Ridgewater College 2006 — 2007
Associate of Arts (AA), Insurance Claims
Century College 2002 — 2002
EMT B, Emergency Care Attendant (EMT Ambulance)
Czech Republic National Lacrosse Team February 2014 - Present
Destiny Lacrosse Company February 2010 - Present
Lacrosse Broadcast Network March 2011 - Present
Destiny Web Design April 2014 - Present
nall lacrosse combine 2012 - 2012
NorthStar Financial Services Group, LLC 2012 - 2012
Skills
Lacrosse Coach,..., Social Media, Blogging, Sponsorship, Marketing, Broadcast, Coaching, Time Management, Lacrosse, Sports, Sports Marketing, Event Planning, Event Management, Web Design, Public Speaking, Sports Management, Facebook, Public Relations, Fundraising, Social Networking, Social Media Marketing, Marketing Communications, Entrepreneurship, Media Relations
Education
Southern New Hampshire University 2013 — 2015
Master of Business Administration (MBA), International Social Media Marketing
St. John's University 1997 — 2001
Bachelor's degree, Sociology
Ridgewater College 2006 — 2007
Associate of Arts (AA), Insurance Claims
Century College 2002 — 2002
EMT B, Emergency Care Attendant (EMT Ambulance)
Jason Pilege Jason Pilege's NorthStar Financial Services Group, LLC Experience February 2012 - Present
Job Service Desk Technician at NorthStar Financial Services Group, LLC
Industry Computer & Network Security
Experience
NorthStar Financial Services Group, LLC February 2012 - Present
Skills
Casper, Altiris Console, Ghost Imaging, Active Directory, Citrix, Windows 7, Hardware, Software Installation, Computer Repair, PC building, Troubleshooting, Printers, Security, Computer Hardware, Video Cards, Backup Exec, Antivirus, Laptops, Dell Computers, Workstations, Desktop Computers, Technical Support, Remote Desktop, Windows XP
Education
Vatterott college-Omaha 2011 — 2012
AOS, Computer Technology
ITT Technical Institute-Omaha 2008 — 2009
N/A, Computer Systems Networking and Telecommunications
Bryan High School 2004 — 2008
Diploma, General Studies, 3.7
NorthStar Financial Services Group, LLC February 2012 - Present
Skills
Casper, Altiris Console, Ghost Imaging, Active Directory, Citrix, Windows 7, Hardware, Software Installation, Computer Repair, PC building, Troubleshooting, Printers, Security, Computer Hardware, Video Cards, Backup Exec, Antivirus, Laptops, Dell Computers, Workstations, Desktop Computers, Technical Support, Remote Desktop, Windows XP
Education
Vatterott college-Omaha 2011 — 2012
AOS, Computer Technology
ITT Technical Institute-Omaha 2008 — 2009
N/A, Computer Systems Networking and Telecommunications
Bryan High School 2004 — 2008
Diploma, General Studies, 3.7
Cindy Lee Christensen Cindy Lee Christensen's NorthStar Financial Services Group, LLC Experience March 2011 - January 2012
Job Marketing Communications Manager at Streck
Industry Public Relations and Communications
Experience
Streck January 2012 - Present
NorthStar Financial Services Group, LLC March 2011 - January 2012
Professional Veterinary Products August 2002 - September 2010
Creative Lingo Consulting June 1998 - July 2002
Joslyn Art Museum December 1996 - May 1998
Fontenelle Forest Association October 1992 - December 1996
College of Saint Mary November 1989 - September 1992
Education
University of Nebraska at Omaha
BS, Journalism
Streck January 2012 - Present
NorthStar Financial Services Group, LLC March 2011 - January 2012
Professional Veterinary Products August 2002 - September 2010
Creative Lingo Consulting June 1998 - July 2002
Joslyn Art Museum December 1996 - May 1998
Fontenelle Forest Association October 1992 - December 1996
College of Saint Mary November 1989 - September 1992
Education
University of Nebraska at Omaha
BS, Journalism
Tracey LaPuzza Tracey LaPuzza's NorthStar Financial Services Group, LLC Experience August 2013 - 2015
Job
Industry Health, Wellness and Fitness
Experience
NorthStar Financial Services Group, LLC August 2013 - 2015
Modis November 2012 - August 2013
Aspen Athletic November 2010 - May 2012
Morrow & Associates September 2009 - November 2010
Boys Town May 2007 - August 2007
BCDM May 2006 - August 2006
Skills
Leadership Development, Customer Service, Employee Relations, Organizational..., Recruiting, Performance Management, Financial Accounting, Accounting, Account Reconciliation, Bank Reconciliation, Mutual Funds, Stocks, Stock Market, Software Documentation, Data Entry, Negotiation, Applicant Tracking..., Training, New Hire Orientations, Technical Recruiting, Employee Benefits, Human Resources, Talent Acquisition
Education
University of Nebraska at Omaha 2003 — 2008
Bachelor's Degree, Business Management
Marian High School 1999 — 2003
High School Diploma
NorthStar Financial Services Group, LLC August 2013 - 2015
Modis November 2012 - August 2013
Aspen Athletic November 2010 - May 2012
Morrow & Associates September 2009 - November 2010
Boys Town May 2007 - August 2007
BCDM May 2006 - August 2006
Skills
Leadership Development, Customer Service, Employee Relations, Organizational..., Recruiting, Performance Management, Financial Accounting, Accounting, Account Reconciliation, Bank Reconciliation, Mutual Funds, Stocks, Stock Market, Software Documentation, Data Entry, Negotiation, Applicant Tracking..., Training, New Hire Orientations, Technical Recruiting, Employee Benefits, Human Resources, Talent Acquisition
Education
University of Nebraska at Omaha 2003 — 2008
Bachelor's Degree, Business Management
Marian High School 1999 — 2003
High School Diploma
Allison Huenemann's NorthStar Financial Services Group, LLC Experience August 2015 - Present
Job HR Recruitment Coordinator
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC August 2015 - Present
NorthStar Financial Services Group, LLC October 2014 - Present
Doane College May 2011 - October 2014
Payless ShoeSource April 2010 - September 2014
Doane College 2010 - 2010
Verizon Wireless 2009 - 2009
Skills
Customer Service, Leadership, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Higher Education, Facebook, Community Outreach, Fundraising, Public Speaking, Event Planning, Research, Leadership Development, Nonprofits, Teaching
Education
Doane College 2006 — 2010
Bachelor of Arts, Business Administration
Minden High School 2002 — 2006
NorthStar Financial Services Group, LLC August 2015 - Present
NorthStar Financial Services Group, LLC October 2014 - Present
Doane College May 2011 - October 2014
Payless ShoeSource April 2010 - September 2014
Doane College 2010 - 2010
Verizon Wireless 2009 - 2009
Skills
Customer Service, Leadership, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Higher Education, Facebook, Community Outreach, Fundraising, Public Speaking, Event Planning, Research, Leadership Development, Nonprofits, Teaching
Education
Doane College 2006 — 2010
Bachelor of Arts, Business Administration
Minden High School 2002 — 2006
Brad Burgess Brad Burgess's NorthStar Financial Services Group, LLC Experience October 1996 - Present
Job Chief Technical Officer at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC October 1996 - Present
Applications, Design, and Development January 1995 - October 1996
Skills
Portfolio Management, SQL Server, Project Management, Microsoft SQL Server, Business Analysis, Product Management, Personal Development, Team Building, Team Leadership, Process Improvement, Software Project..., Software Development, Agile Methodologies, SQL, Vendor Management, Investments, Management, Strategic Planning, Financial Services, Finance, Business Development, Integration, CRM, Databases, Strategy, SDLC, Business Intelligence, SaaS, Asset Management, Analysis, Web Development
Education
University of Nebraska at Omaha 1992 — 1996
Bachelors, MIS, ISQA, Decision Science
NorthStar Financial Services Group, LLC October 1996 - Present
Applications, Design, and Development January 1995 - October 1996
Skills
Portfolio Management, SQL Server, Project Management, Microsoft SQL Server, Business Analysis, Product Management, Personal Development, Team Building, Team Leadership, Process Improvement, Software Project..., Software Development, Agile Methodologies, SQL, Vendor Management, Investments, Management, Strategic Planning, Financial Services, Finance, Business Development, Integration, CRM, Databases, Strategy, SDLC, Business Intelligence, SaaS, Asset Management, Analysis, Web Development
Education
University of Nebraska at Omaha 1992 — 1996
Bachelors, MIS, ISQA, Decision Science
Devin Tierney, CPA's NorthStar Financial Services Group, LLC Experience August 2014 - Present
Job Senior Accountant at NorthStar Financial Services Group, LLC
Industry Accounting
Experience
NorthStar Financial Services Group, LLC August 2014 - Present
Deloitte October 2012 - August 2014
Deloitte January 2012 - March 2012
Cargill November 2010 - October 2011
ConAgra Foods May 2010 - August 2010
Skills
Auditing, Internal Controls, Financial Statements, External Audit, GAAP, US GAAP, CPA, SEC filings, Financial Audits, Internal Audit, Consolidation, Revenue Recognition
Education
University of Nebraska at Omaha 2015 — 2017
Master of Business Administration (MBA)
University of Nebraska at Omaha 2007 — 2011
BSBA, Accounting
NorthStar Financial Services Group, LLC August 2014 - Present
Deloitte October 2012 - August 2014
Deloitte January 2012 - March 2012
Cargill November 2010 - October 2011
ConAgra Foods May 2010 - August 2010
Skills
Auditing, Internal Controls, Financial Statements, External Audit, GAAP, US GAAP, CPA, SEC filings, Financial Audits, Internal Audit, Consolidation, Revenue Recognition
Education
University of Nebraska at Omaha 2015 — 2017
Master of Business Administration (MBA)
University of Nebraska at Omaha 2007 — 2011
BSBA, Accounting
Maurice Jackson Maurice Jackson's NorthStar Financial Services Group, LLC Experience 2008 - 2012
Job Executive Director
Industry Nonprofit Organization Management
Experience
HEMOLYTIC ANEMIA OF AMERICA FOUNDATION February 2014 - Present
Law Office of Kevin Shine January 2013 - February 2014
NorthStar Financial Services Group, LLC 2008 - 2012
Creditors Interchange January 2001 - February 2008
United States Marine Corps January 1993 - June 2001
United States Army Reserve January 1991 - January 1993
Skills
Marketing Communications, issa certified personal..., Collections, Human Resources, Diet Planning, Martial Arts, Music, Fundraising, Event Planning, Event Management, Consignment, Finance, Leadership, Accounts Receivable, Public Speaking, Team Building, Data Analysis, QuickBooks, Call Centers, Recruiting, Customer Service, Employee Relations, Strategic Planning, PowerPoint, Spanish, Project Management, Risk Management, Analysis, Access, Accounting, Time Management, Budgets, Research
Education
State University of New York at Buffalo 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Burgard Vocational High School 1986 — 1990
Regents Honors, Air Traffic Controller
HEMOLYTIC ANEMIA OF AMERICA FOUNDATION February 2014 - Present
Law Office of Kevin Shine January 2013 - February 2014
NorthStar Financial Services Group, LLC 2008 - 2012
Creditors Interchange January 2001 - February 2008
United States Marine Corps January 1993 - June 2001
United States Army Reserve January 1991 - January 1993
Skills
Marketing Communications, issa certified personal..., Collections, Human Resources, Diet Planning, Martial Arts, Music, Fundraising, Event Planning, Event Management, Consignment, Finance, Leadership, Accounts Receivable, Public Speaking, Team Building, Data Analysis, QuickBooks, Call Centers, Recruiting, Customer Service, Employee Relations, Strategic Planning, PowerPoint, Spanish, Project Management, Risk Management, Analysis, Access, Accounting, Time Management, Budgets, Research
Education
State University of New York at Buffalo 1990 — 1993
Bachelor of Arts (B.A.), Business Administration and Management, General
Burgard Vocational High School 1986 — 1990
Regents Honors, Air Traffic Controller
Benjamin Dangel Benjamin Dangel's NorthStar Financial Services Group, LLC Experience August 2015 - Present
Job Staff Accountant at NorthStar Financial Services Group, LLC
Industry Accounting
Experience
NorthStar Financial Services Group, LLC August 2015 - Present
United States Army January 2009 - Present
Darst, Brune & Associates, LLC August 2014 - July 2015
MR Henderson & Company July 2013 - July 2014
Great Western Bank August 2012 - July 2013
Skills
Microsoft Excel, Management, Microsoft Word, PowerPoint, Time Management, Financial Analysis, Microsoft Office, Customer Service, Accounting, Auditing, Process Improvement, Risk Management, Strategic Planning, Outlook, Financial Reporting, General Ledger, Financial Accounting, GAAP, Tax, Small Business, Financial Planning
Education
University of South Dakota Beacom School of Business 2004 — 2011
Bachelor of Business Administration; Bachelor of Science, Accounting; Criminal Justice
The University of South Dakota 2004 — 2010
Bachelor of Science, Accounting, Criminal Justice
NorthStar Financial Services Group, LLC August 2015 - Present
United States Army January 2009 - Present
Darst, Brune & Associates, LLC August 2014 - July 2015
MR Henderson & Company July 2013 - July 2014
Great Western Bank August 2012 - July 2013
Skills
Microsoft Excel, Management, Microsoft Word, PowerPoint, Time Management, Financial Analysis, Microsoft Office, Customer Service, Accounting, Auditing, Process Improvement, Risk Management, Strategic Planning, Outlook, Financial Reporting, General Ledger, Financial Accounting, GAAP, Tax, Small Business, Financial Planning
Education
University of South Dakota Beacom School of Business 2004 — 2011
Bachelor of Business Administration; Bachelor of Science, Accounting; Criminal Justice
The University of South Dakota 2004 — 2010
Bachelor of Science, Accounting, Criminal Justice
Kristin Klaus Kristin Klaus's NorthStar Financial Services Group, LLC Experience August 2010 - August 2012
Job Health Educator at Designs For Health
Industry Health, Wellness and Fitness
Experience
Designs For Health March 2015 - Present
Northern Lights Distributors, LLC April 2014 - March 2015
Northern Lights Distributors -NorthStar Financial Services Group, LLC August 2012 - August 2014
NorthStar Financial Services Group, LLC August 2010 - August 2012
National Americorps Corporation August 2010 - August 2011
Lincoln Public Schools June 2008 - July 2011
Skills
Public Speaking, Strategic Planning, Customer Service, Social Media, Team Building, Event Planning, Microsoft Excel, Mutual Funds, Marketing Communications, PowerPoint, Microsoft Office, Series 7, Human Resources, Sales, Marketing Strategy, Research, Management, Asset Management, Portfolio Management, Finance, Investment Advisory, Investments, Social Media Marketing, Securities, Holistic Health
Education
University of Nebraska at Omaha 2011 — 2015
Master of Business Administration (MBA), Marketing
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Arts (B.A.), Communications, Sociology, and Ethnic Studies
Designs For Health March 2015 - Present
Northern Lights Distributors, LLC April 2014 - March 2015
Northern Lights Distributors -NorthStar Financial Services Group, LLC August 2012 - August 2014
NorthStar Financial Services Group, LLC August 2010 - August 2012
National Americorps Corporation August 2010 - August 2011
Lincoln Public Schools June 2008 - July 2011
Skills
Public Speaking, Strategic Planning, Customer Service, Social Media, Team Building, Event Planning, Microsoft Excel, Mutual Funds, Marketing Communications, PowerPoint, Microsoft Office, Series 7, Human Resources, Sales, Marketing Strategy, Research, Management, Asset Management, Portfolio Management, Finance, Investment Advisory, Investments, Social Media Marketing, Securities, Holistic Health
Education
University of Nebraska at Omaha 2011 — 2015
Master of Business Administration (MBA), Marketing
University of Nebraska-Lincoln 2006 — 2010
Bachelor of Arts (B.A.), Communications, Sociology, and Ethnic Studies
Bryce Fowler Bryce Fowler's NorthStar Financial Services Group, LLC Experience May 2013 - July 2013
Job Information Services Intern at Swanson Russell
Industry Computer Software
Experience
ATech June 2015 - Present
Nebraska Army National Guard 2010 - Present
Swanson Russell August 2014 - May 2015
First National Bank of Omaha June 2014 - August 2014
Fiserv August 2013 - May 2014
NorthStar Financial Services Group, LLC May 2013 - July 2013
360 Events & Promotions October 2011 - July 2013
Blue Jay Bar and Grill December 2012 - May 2013
Kissel/ES Associates LLC January 2013 - March 2013
Robin Hill Pool May 2007 - September 2012
Skills
Security Clearance, Java, SQL, Unix, Python, C#, Leadership, Teamwork, Public Speaking, Time Management, Microsoft Word
Education
University of Nebraska-Lincoln 2010 — 2015
Bachelor’s Degree, Computer Science
Brownell-Talbot 2006 — 2010
High School Diploma
ATech June 2015 - Present
Nebraska Army National Guard 2010 - Present
Swanson Russell August 2014 - May 2015
First National Bank of Omaha June 2014 - August 2014
Fiserv August 2013 - May 2014
NorthStar Financial Services Group, LLC May 2013 - July 2013
360 Events & Promotions October 2011 - July 2013
Blue Jay Bar and Grill December 2012 - May 2013
Kissel/ES Associates LLC January 2013 - March 2013
Robin Hill Pool May 2007 - September 2012
Skills
Security Clearance, Java, SQL, Unix, Python, C#, Leadership, Teamwork, Public Speaking, Time Management, Microsoft Word
Education
University of Nebraska-Lincoln 2010 — 2015
Bachelor’s Degree, Computer Science
Brownell-Talbot 2006 — 2010
High School Diploma
Audrey Kraus's NorthStar Financial Services Group, LLC Experience June 2012 - Present
Job Sales Administrator at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC June 2012 - Present
Skills
Microsoft Office, Customer Service, Financial Services
Education
University of Nebraska-Lincoln 1986 — 1990
Consumer Sciences & Education/Broadcasting
NorthStar Financial Services Group, LLC June 2012 - Present
Skills
Microsoft Office, Customer Service, Financial Services
Education
University of Nebraska-Lincoln 1986 — 1990
Consumer Sciences & Education/Broadcasting
Kenji Kawa Kenji Kawa's NorthStar Financial Services Group, LLC Experience May 2012 - May 2013
Job Attorney at Bartlett & Webster
Industry Law Practice
Experience
Bartlett & Webster December 2013 - Present
NorthStar Financial Services Group, LLC May 2012 - May 2013
University of Nebraska-Lincoln October 2011 - May 2013
University of Nebraska–Lincoln August 2012 - December 2012
Edward Jones October 2008 - September 2009
AT&T March 2007 - October 2008
Skills
Research, Legal Writing, Legal Research, Analysis, Westlaw, Litigation, Spanish, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Editing, Legal Issues, Criminal Law, Civil Litigation, Securities Regulation
Education
University of Nebraska-Lincoln 2010 — 2013
Juris Doctor, Law
Utah State University 2000 — 2007
Bachelor's degree, Finance and Economics
Bartlett & Webster December 2013 - Present
NorthStar Financial Services Group, LLC May 2012 - May 2013
University of Nebraska-Lincoln October 2011 - May 2013
University of Nebraska–Lincoln August 2012 - December 2012
Edward Jones October 2008 - September 2009
AT&T March 2007 - October 2008
Skills
Research, Legal Writing, Legal Research, Analysis, Westlaw, Litigation, Spanish, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Editing, Legal Issues, Criminal Law, Civil Litigation, Securities Regulation
Education
University of Nebraska-Lincoln 2010 — 2013
Juris Doctor, Law
Utah State University 2000 — 2007
Bachelor's degree, Finance and Economics
Samantha Ellison Samantha Ellison's NorthStar Financial Services Group, LLC Experience April 2015 - Present
Job Account Manager at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC April 2015 - Present
Jet Linx May 2013 - February 2015
Mantra Bar & Grille April 2012 - December 2012
Upstream Brewing Company July 2010 - February 2012
Skills
Customer Service, Communication Skills, Business Aviation, English language skills, Manage Client..., Travel Planning, Travel Arrangements, Team Leadership, Team Mentoring, Time Management, Communication, Social Networking, Team Building, Event Management
Education
Creighton University 2006 — 2012
Bachelor of Arts (B.A.), English, 3.2
NorthStar Financial Services Group, LLC April 2015 - Present
Jet Linx May 2013 - February 2015
Mantra Bar & Grille April 2012 - December 2012
Upstream Brewing Company July 2010 - February 2012
Skills
Customer Service, Communication Skills, Business Aviation, English language skills, Manage Client..., Travel Planning, Travel Arrangements, Team Leadership, Team Mentoring, Time Management, Communication, Social Networking, Team Building, Event Management
Education
Creighton University 2006 — 2012
Bachelor of Arts (B.A.), English, 3.2
Christopher Voorhees Christopher Voorhees's NorthStar Financial Services Group, LLC Experience June 2011 - Present
Job Trading Specialist at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC June 2011 - Present
TD Ameritrade April 2007 - April 2011
TD Ameritrade January 2004 - April 2007
Education
University of Wisconsin-Madison 1993 — 1994
M.A., Political Economy
University of Nebraska-Lincoln 1987 — 1991
B.A., Political Science
NorthStar Financial Services Group, LLC June 2011 - Present
TD Ameritrade April 2007 - April 2011
TD Ameritrade January 2004 - April 2007
Education
University of Wisconsin-Madison 1993 — 1994
M.A., Political Economy
University of Nebraska-Lincoln 1987 — 1991
B.A., Political Science
Dana Nisi's NorthStar Financial Services Group, LLC Experience August 2012 - October 2013
Job Clerical Assistant at NorthStar Financial Services Group, LLC
Industry Marketing and Advertising
Experience
NorthStar Financial Services Group, LLC August 2012 - October 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Time Management, Outlook, Microsoft Word, Access, Event Planning, Social Media, QuickBooks
Education
University of Nebraska at Omaha 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
NorthStar Financial Services Group, LLC August 2012 - October 2013
Skills
Microsoft Excel, Customer Service, PowerPoint, Time Management, Outlook, Microsoft Word, Access, Event Planning, Social Media, QuickBooks
Education
University of Nebraska at Omaha 2010 — 2013
Bachelor of Business Administration (BBA), Marketing
Becky Carmean Becky Carmean's NorthStar Financial Services Group, LLC Experience May 2012 - Present
Job Accountant III at Bank of the West
Industry Financial Services
Experience
Bank of the West August 2015 - Present
NorthStar Financial Services Group, LLC May 2012 - Present
TD Ameritrade August 2007 - December 2011
TD Ameritrade 2006 - 2007
NOLL CONTRACT SERVICES 2005 - 2006
Marcus Meriden Cleghorn High School January 2003 - August 2004
Target 2002 - 2003
Skills
Time Management, Team Leadership, Outlook, Financial Analysis, Customer Retention, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Accounts Payable, Access
Education
University of Nebraska at Omaha 2007 — 2011
MBA, Business
Briar Cliff University 2001 — 2005
BA, Business Administration
Bank of the West August 2015 - Present
NorthStar Financial Services Group, LLC May 2012 - Present
TD Ameritrade August 2007 - December 2011
TD Ameritrade 2006 - 2007
NOLL CONTRACT SERVICES 2005 - 2006
Marcus Meriden Cleghorn High School January 2003 - August 2004
Target 2002 - 2003
Skills
Time Management, Team Leadership, Outlook, Financial Analysis, Customer Retention, Finance, Microsoft Excel, Strategic Financial..., PowerPoint, Accounts Payable, Access
Education
University of Nebraska at Omaha 2007 — 2011
MBA, Business
Briar Cliff University 2001 — 2005
BA, Business Administration
Hugh Herndon's NorthStar Financial Services Group, LLC Experience 2014 - 2015
Job Senior Sales Executive looking for next challenge
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC 2014 - 2015
U.S. Bank 2004 - 2013
Global Investment Systems 1998 - 2001
Fifth Third Bank 1994 - 1998
DST Systems 1986 - 1994
Skills
Mutual Funds, Conversion Management, Expense Management, Platforms & Supermarkets, Mutual Fund Wholesaling, Medallion Distribution, Fund Administration, Fund Accounting, Transfer Agency, Compliance Services, EDGAR filings, Service Quality, Global Custody, Series Trusts, Alternative Investments, Equities, Management, Risk Management, Fixed Income, Finance
Education
Missouri State University 1980 — 1983
B.S., Operations Management
NorthStar Financial Services Group, LLC 2014 - 2015
U.S. Bank 2004 - 2013
Global Investment Systems 1998 - 2001
Fifth Third Bank 1994 - 1998
DST Systems 1986 - 1994
Skills
Mutual Funds, Conversion Management, Expense Management, Platforms & Supermarkets, Mutual Fund Wholesaling, Medallion Distribution, Fund Administration, Fund Accounting, Transfer Agency, Compliance Services, EDGAR filings, Service Quality, Global Custody, Series Trusts, Alternative Investments, Equities, Management, Risk Management, Fixed Income, Finance
Education
Missouri State University 1980 — 1983
B.S., Operations Management
Jacob Lindseth's NorthStar Financial Services Group, LLC Experience July 2007 - December 2011
Job Compliance Officer at Northern Lights Compliance Services, LLC
Industry Financial Services
Experience
Northern Lights Compliance Services, LLC December 2011 - Present
NorthStar Financial Services Group, LLC July 2007 - December 2011
CLS Investments, LLC July 2007 - October 2011
National Indemnity Company January 2006 - July 2007
Skills
Securities, Legal Writing, Due Diligence, Legal Research, Insurance, Mutual Funds, Spanish, Securities Regulation, Financial Services, Investments, Microsoft Office, Legal Compliance
Education
Creighton University School of Law 2004 — 2007
J.D.
Brigham Young University 2001 — 2004
Bachelor's Degree, Spanish
Brigham Young University 1997 — 1998
Northern Lights Compliance Services, LLC December 2011 - Present
NorthStar Financial Services Group, LLC July 2007 - December 2011
CLS Investments, LLC July 2007 - October 2011
National Indemnity Company January 2006 - July 2007
Skills
Securities, Legal Writing, Due Diligence, Legal Research, Insurance, Mutual Funds, Spanish, Securities Regulation, Financial Services, Investments, Microsoft Office, Legal Compliance
Education
Creighton University School of Law 2004 — 2007
J.D.
Brigham Young University 2001 — 2004
Bachelor's Degree, Spanish
Brigham Young University 1997 — 1998
Graham Geist Graham Geist's NorthStar Financial Services Group, LLC Experience June 2015 - Present
Job Fund Accountant at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC June 2015 - Present
Fit Republic September 2014 - June 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Research, Sales, Photoshop, English, Windows, Microsoft Outlook, PAM for Securities
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance
University of Oxford 2013 — 2013
International Economics, Political Science
NorthStar Financial Services Group, LLC June 2015 - Present
Fit Republic September 2014 - June 2015
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Leadership, Research, Sales, Photoshop, English, Windows, Microsoft Outlook, PAM for Securities
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science (B.S.), Economics and Finance
University of Oxford 2013 — 2013
International Economics, Political Science
Lou Reynolds's NorthStar Financial Services Group, LLC Experience 2000 - 2006
Job Assistant Principal for Gwinnett County Public Schools
Industry Education Management
Experience
Gwinnett County Public Schools 2007 - Present
NorthStar Financial Services Group, LLC 2000 - 2006
New Hope 2000 - 2002
Thorn Group Limited 1996 - 2000
Skills
Leadership Development, Curriculum Development, Educational Technology, Differentiated..., Classroom Management, Educational Leadership, Education, Leadership, Tutoring, K-12, Lesson Planning, Classroom, Literacy, Special Education, Accounting, Sales Management
Education
Troy University
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Dowling College
Bachelor of Science (B.S.), Mathematics
Gwinnett County Public Schools 2007 - Present
NorthStar Financial Services Group, LLC 2000 - 2006
New Hope 2000 - 2002
Thorn Group Limited 1996 - 2000
Skills
Leadership Development, Curriculum Development, Educational Technology, Differentiated..., Classroom Management, Educational Leadership, Education, Leadership, Tutoring, K-12, Lesson Planning, Classroom, Literacy, Special Education, Accounting, Sales Management
Education
Troy University
Master of Education (M.Ed.), Higher Education/Higher Education Administration
Dowling College
Bachelor of Science (B.S.), Mathematics
Barbara Jeffrey's NorthStar Financial Services Group, LLC Experience December 2005 - February 2007
Job People and Culture Officer at Great Westerm Bank
Industry Human Resources
Experience
Great Western Bank October 2008 - Present
Bellevue University 2004 - 2009
NorthStar Financial Services Group, LLC December 2005 - February 2007
Zurich Financial Services March 1998 - October 2002
Skills
Employee Relations, Recruitment/Retention, Benefits, Change Management, Employee Benefits, Human Resources, HRIS, Mergers & Acquisitions, Personnel Management, Recruiting, Leadership Development, Organizational..., Strategic Planning, Training, Coaching, Leadership, Time Management, Temporary Placement
Education
Bellevue University 2001 — 2003
Masters of Management
UW Stout, Menomonie, WI
Bachelor of Science, Vocational Rehabilitation Counseling
Great Western Bank October 2008 - Present
Bellevue University 2004 - 2009
NorthStar Financial Services Group, LLC December 2005 - February 2007
Zurich Financial Services March 1998 - October 2002
Skills
Employee Relations, Recruitment/Retention, Benefits, Change Management, Employee Benefits, Human Resources, HRIS, Mergers & Acquisitions, Personnel Management, Recruiting, Leadership Development, Organizational..., Strategic Planning, Training, Coaching, Leadership, Time Management, Temporary Placement
Education
Bellevue University 2001 — 2003
Masters of Management
UW Stout, Menomonie, WI
Bachelor of Science, Vocational Rehabilitation Counseling
Chelsie Hartness's NorthStar Financial Services Group, LLC Experience June 2013 - January 2014
Job Senior Copywriter
Industry Marketing and Advertising
Experience
The Neighborhood. Offshore February 2015 - Present
Bellevue University Athletic Department June 2014 - Present
Bellevue University April 2014 - Present
Lotus House of Yoga January 2013 - Present
Omaha, NE May 2011 - Present
NorthStar Financial Services Group, LLC June 2013 - January 2014
Yahoo! July 2011 - July 2012
Bellevue Dance Academy August 2008 - August 2011
Skills
Social Media Marketing, Writing, Advertising, Social Media, Marketing Communications, Online Advertising, Email Marketing, Social Networking, Digital Marketing, Direct Marketing, Marketing, Photography, Editing, Online Marketing, Event Planning
Education
University of Nebraska at Omaha 2007 — 2010
Bachelor of Science, Speech Communication and Rhetoric, Magna Cum Laude
The Neighborhood. Offshore February 2015 - Present
Bellevue University Athletic Department June 2014 - Present
Bellevue University April 2014 - Present
Lotus House of Yoga January 2013 - Present
Omaha, NE May 2011 - Present
NorthStar Financial Services Group, LLC June 2013 - January 2014
Yahoo! July 2011 - July 2012
Bellevue Dance Academy August 2008 - August 2011
Skills
Social Media Marketing, Writing, Advertising, Social Media, Marketing Communications, Online Advertising, Email Marketing, Social Networking, Digital Marketing, Direct Marketing, Marketing, Photography, Editing, Online Marketing, Event Planning
Education
University of Nebraska at Omaha 2007 — 2010
Bachelor of Science, Speech Communication and Rhetoric, Magna Cum Laude
Andrea Cordel's NorthStar Financial Services Group, LLC Experience June 2014 - Present
Job Office Manager at Cordel Foreign Motors, Inc.
Industry Automotive
Experience
NorthStar Financial Services Group, LLC June 2014 - Present
Cordel Foreign Motors, Inc. April 2006 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Purchasing, Outlook, PowerPoint, Office Management, Accounts Payable, Accounts Receivable, Inventory Management, Budgets, Payroll, Team Building, Negotiation, Automotive, Customer Satisfaction, Sales, Project Management, Account Management
Education
Bellevue University 2008 — 2012
Marketing/Marketing Management, General
NorthStar Financial Services Group, LLC June 2014 - Present
Cordel Foreign Motors, Inc. April 2006 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Purchasing, Outlook, PowerPoint, Office Management, Accounts Payable, Accounts Receivable, Inventory Management, Budgets, Payroll, Team Building, Negotiation, Automotive, Customer Satisfaction, Sales, Project Management, Account Management
Education
Bellevue University 2008 — 2012
Marketing/Marketing Management, General
Lisa Brunssen's NorthStar Financial Services Group, LLC Experience March 2008 - November 2008
Job Project Coordinator
Industry Machinery
Experience
Hughes Machinery January 2015 - Present
Securities America, Inc. Member FINRA/SIPC September 2013 - January 2015
Securities America, Inc. Member FINRA/SIPC September 2012 - September 2013
Securities America, Inc. Member FINRA/SIPC October 2009 - February 2011
NorthStar Financial Services Group, LLC March 2008 - November 2008
NorthStar Financial Services Group, LLC April 2006 - March 2008
NorthStar Financial Services Group, LLC March 2004 - April 2006
Skills
Series 6, Customer Service, Communication, Thorough Research, Meet Deadlines, Investments, Finance, Financial Analysis, Microsoft Office
Education
Kaplan University
Master of Business Administration (M.B.A.)
Iowa State University
Bachelor's degree, Sociology
Hughes Machinery January 2015 - Present
Securities America, Inc. Member FINRA/SIPC September 2013 - January 2015
Securities America, Inc. Member FINRA/SIPC September 2012 - September 2013
Securities America, Inc. Member FINRA/SIPC October 2009 - February 2011
NorthStar Financial Services Group, LLC March 2008 - November 2008
NorthStar Financial Services Group, LLC April 2006 - March 2008
NorthStar Financial Services Group, LLC March 2004 - April 2006
Skills
Series 6, Customer Service, Communication, Thorough Research, Meet Deadlines, Investments, Finance, Financial Analysis, Microsoft Office
Education
Kaplan University
Master of Business Administration (M.B.A.)
Iowa State University
Bachelor's degree, Sociology
Amelia Stoltman's NorthStar Financial Services Group, LLC Experience January 2011 - January 2012
Job Community Outreach and Development
Industry Health, Wellness and Fitness
Experience
All Care Health Center September 2012 - Present
SCORR Marketing January 2012 - May 2012
NorthStar Financial Services Group, LLC January 2011 - January 2012
Greater Omaha Chamber May 2009 - September 2010
Skills
Public Relations, Event Planning, Marketing Communications, Social Media Marketing, Advertising, Strategic Planning
Education
Creighton University 2009 — 2010
MS, PSM, Bioscience Management
Creighton University 2005 — 2009
B.S., Biology and Theology
All Care Health Center September 2012 - Present
SCORR Marketing January 2012 - May 2012
NorthStar Financial Services Group, LLC January 2011 - January 2012
Greater Omaha Chamber May 2009 - September 2010
Skills
Public Relations, Event Planning, Marketing Communications, Social Media Marketing, Advertising, Strategic Planning
Education
Creighton University 2009 — 2010
MS, PSM, Bioscience Management
Creighton University 2005 — 2009
B.S., Biology and Theology
Scott Stalling's NorthStar Financial Services Group, LLC Experience October 2011 - January 2012
Job Accounting Supervisor at IPG
Industry Accounting
Experience
IPG June 2012 - Present
Kiewit February 2012 - June 2012
NorthStar Financial Services Group, LLC October 2011 - January 2012
Tabitha Home Care Services October 2010 - August 2011
Avantas, LLC September 2007 - October 2010
IPG January 1998 - August 2007
Millard Refrigerated Services May 1988 - December 1997
Skills
General Ledger, Payroll, Accounts Payable, Accounts Receivable, Accounting, Employee Benefits, Account Reconciliation, PeopleSoft, QuickBooks, ADP Payroll, Financial Analysis
Education
Bellevue University
Bachelors Degree, Business Administration
IPG June 2012 - Present
Kiewit February 2012 - June 2012
NorthStar Financial Services Group, LLC October 2011 - January 2012
Tabitha Home Care Services October 2010 - August 2011
Avantas, LLC September 2007 - October 2010
IPG January 1998 - August 2007
Millard Refrigerated Services May 1988 - December 1997
Skills
General Ledger, Payroll, Accounts Payable, Accounts Receivable, Accounting, Employee Benefits, Account Reconciliation, PeopleSoft, QuickBooks, ADP Payroll, Financial Analysis
Education
Bellevue University
Bachelors Degree, Business Administration
Tuan Trang's NorthStar Financial Services Group, LLC Experience August 2005 - Present
Job .NET programmer at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC August 2005 - Present
Skills
Microsoft SQL Server, Business Analysis, SQL, .NET, ASP.NET, VB.NET, C#, Project Management
Education
University of Nebraska-Lincoln 1997 — 2001
Bachelor's degree, Computer Science
NorthStar Financial Services Group, LLC August 2005 - Present
Skills
Microsoft SQL Server, Business Analysis, SQL, .NET, ASP.NET, VB.NET, C#, Project Management
Education
University of Nebraska-Lincoln 1997 — 2001
Bachelor's degree, Computer Science
Pam Pilakowski's NorthStar Financial Services Group, LLC Experience May 2013 - Present
Job NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC May 2013 - Present
Stinson Morrison Hecker LLP August 2004 - April 2013
Nebraska Attorney General's Office August 2001 - August 2004
Skills
Litigation, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Corporate Law, Product Liability, Appeals, Trials, Legal Assistance, Courts, Pleadings, Litigation Support, Bankruptcy, Document Review, Business Litigation, Legal Documents, Notary Public, Legal Compliance, Paralegals, PACER, Contract Law
Education
Metropolitan Community College 2006 — 2008
General Studies
Central Community College 1999 — 2001
Associates Degree, Legal Office
NorthStar Financial Services Group, LLC May 2013 - Present
Stinson Morrison Hecker LLP August 2004 - April 2013
Nebraska Attorney General's Office August 2001 - August 2004
Skills
Litigation, Legal Research, Legal Writing, Commercial Litigation, Civil Litigation, Corporate Law, Product Liability, Appeals, Trials, Legal Assistance, Courts, Pleadings, Litigation Support, Bankruptcy, Document Review, Business Litigation, Legal Documents, Notary Public, Legal Compliance, Paralegals, PACER, Contract Law
Education
Metropolitan Community College 2006 — 2008
General Studies
Central Community College 1999 — 2001
Associates Degree, Legal Office
Christopher Vande Hoef's NorthStar Financial Services Group, LLC Experience February 2009 - January 2011
Job Mutual Fund Administrator at UMB Fund Services
Industry Financial Services
Experience
UMB Fund Services January 2011 - Present
NorthStar Financial Services Group, LLC February 2009 - January 2011
Wells Fargo May 2007 - February 2009
Skills
Financial Analysis, Accounting, Quality Assurance, Organization, Direct Sales, Employee Training, Investments, Analysis
Education
University of Sioux Falls 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, Finance
UMB Fund Services January 2011 - Present
NorthStar Financial Services Group, LLC February 2009 - January 2011
Wells Fargo May 2007 - February 2009
Skills
Financial Analysis, Accounting, Quality Assurance, Organization, Direct Sales, Employee Training, Investments, Analysis
Education
University of Sioux Falls 2003 — 2007
Bachelor of Arts (B.A.), Business Administration and Management, Finance
DIANNE JEREMIAH's NorthStar Financial Services Group, LLC Experience May 2004 - August 2004
Job Insurance Professional
Industry Insurance
Experience
SafeAuto Insurance Company 2004 - 2013
NorthStar Financial Services Group, LLC May 2004 - August 2004
RBC Centura May 2002 - May 2004
Averitt Express May 1996 - May 2002
Skills
Casualty, Property & Casualty..., Liability, Claim, Insurance, Customer Service, Banking, Team Management, Sales, Call Centers, Management, Negotiation, General Insurance
Education
Bob Jones University 1982 — 1985
Bachelor of Science (B.S.), Education
SafeAuto Insurance Company 2004 - 2013
NorthStar Financial Services Group, LLC May 2004 - August 2004
RBC Centura May 2002 - May 2004
Averitt Express May 1996 - May 2002
Skills
Casualty, Property & Casualty..., Liability, Claim, Insurance, Customer Service, Banking, Team Management, Sales, Call Centers, Management, Negotiation, General Insurance
Education
Bob Jones University 1982 — 1985
Bachelor of Science (B.S.), Education
Jason Liberman's NorthStar Financial Services Group, LLC Experience September 2015 - Present
Job Senior Hedge Fund Accountant at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC September 2015 - Present
NorthStar Financial Services Group, LLC September 2014 - August 2015
NorthStar Financial Services Group, LLC June 2010 - August 2014
Israel Discount Bank June 2007 - June 2009
Skills
Loan Origination, Accounting, Financial Accounting, Economics, Fund Accounting, Baseball, Investments, Mutual Funds, Loans, Payments, Fixed Income, Finance, Securities, Financial Analysis, Asset Management, Equities
Education
St. Joseph's College 2009 — 2011
Accounting
State University of New York College at Oneonta 2003 — 2007
Bachelor of Science (B.S.), Business/Managerial Economics
NorthStar Financial Services Group, LLC September 2015 - Present
NorthStar Financial Services Group, LLC September 2014 - August 2015
NorthStar Financial Services Group, LLC June 2010 - August 2014
Israel Discount Bank June 2007 - June 2009
Skills
Loan Origination, Accounting, Financial Accounting, Economics, Fund Accounting, Baseball, Investments, Mutual Funds, Loans, Payments, Fixed Income, Finance, Securities, Financial Analysis, Asset Management, Equities
Education
St. Joseph's College 2009 — 2011
Accounting
State University of New York College at Oneonta 2003 — 2007
Bachelor of Science (B.S.), Business/Managerial Economics
Nicholas Slattery's NorthStar Financial Services Group, LLC Experience January 2015 - Present
Job Fund Accountant at Gemini Fund Services
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC January 2015 - Present
Knudsen Law Firm August 2011 - January 2015
Northwestern Mutual September 2013 - December 2013
Skills
Finance, Financial Analysis, Financial Planning, Accounting, Auditing, Fixed Annuities, Microsoft Excel, Portfolio Management, Retirement Planning, Sales, Bloomberg Terminal
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
NorthStar Financial Services Group, LLC January 2015 - Present
Knudsen Law Firm August 2011 - January 2015
Northwestern Mutual September 2013 - December 2013
Skills
Finance, Financial Analysis, Financial Planning, Accounting, Auditing, Fixed Annuities, Microsoft Excel, Portfolio Management, Retirement Planning, Sales, Bloomberg Terminal
Education
University of Nebraska-Lincoln 2008 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
Joshua Scholl's NorthStar Financial Services Group, LLC Experience June 2012 - Present
Job Accountant at NorthStar Financial Services Group, LLC
Industry Financial Services
Experience
NorthStar Financial Services Group, LLC June 2012 - Present
Education
Briar Cliff University 2008 — 2012
Bachelor of Science (BS), Business Administration
NorthStar Financial Services Group, LLC June 2012 - Present
Education
Briar Cliff University 2008 — 2012
Bachelor of Science (BS), Business Administration
Matthew Estabrook's NorthStar Financial Services Group, LLC Experience May 2014 - August 2014
Job Student at Creighton University
Industry Information Technology and Services
Experience
NorthStar Financial Services Group, LLC May 2014 - August 2014
NorthStar Financial Services Group, LLC May 2013 - August 2013
Skills
Windows 7, Windows 8, Windows 8.1, Linux Desktop, RSA Tokens, Altiris Console, PGP, Networking, Wireless Networking
Education
Creighton University 2011 — 2015
Bachelor's Degree, Computer Science and Informatics
NorthStar Financial Services Group, LLC May 2014 - August 2014
NorthStar Financial Services Group, LLC May 2013 - August 2013
Skills
Windows 7, Windows 8, Windows 8.1, Linux Desktop, RSA Tokens, Altiris Console, PGP, Networking, Wireless Networking
Education
Creighton University 2011 — 2015
Bachelor's Degree, Computer Science and Informatics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY