Norwest Investment Services
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Norwest Investment Services Employees
Employee
Years
Job
Industry
Jeff Paterson, MBA Jeff Paterson, MBA's Norwest Investment Services Experience 1984 - 1994
Job Commercial Sales Executive
Industry Marketing and Advertising
Experience
Display Sales Company January 2013 - 2014
Self Employed 2006 - December 2012
Capital Professional Advisors 2000 - 2006
BankBoston 1994 - 1999
American National Bank May 1984 - May 1994
Norwest Investment Services 1984 - 1994
Skills
Management Consulting, Organization &..., Sales Management, Team Leadership, Investment Advisory, Leading Change, Trading, Bonds, Fixed Income, Investments, Financial Markets, Lead Generation, Leadership, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Business Administration and Management, General
Concordia College
BS, Math
Display Sales Company January 2013 - 2014
Self Employed 2006 - December 2012
Capital Professional Advisors 2000 - 2006
BankBoston 1994 - 1999
American National Bank May 1984 - May 1994
Norwest Investment Services 1984 - 1994
Skills
Management Consulting, Organization &..., Sales Management, Team Leadership, Investment Advisory, Leading Change, Trading, Bonds, Fixed Income, Investments, Financial Markets, Lead Generation, Leadership, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Business Administration and Management, General
Concordia College
BS, Math
Curt Richards Curt Richards's Norwest Investment Services Experience July 1997 - January 1998
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent to Help Individuals Be Wise with Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial September 2014 - Present
Thrivent Financial January 2007 - August 2014
Thrivent Financial January 2003 - December 2006
Aid Association for Lutherans June 1998 - December 2002
Norwest Investment Services July 1997 - January 1998
Aid Association for Lutherans December 1987 - June 1997
Aid Association for Lutherans September 1983 - November 1987
Jefferson Public School September 1979 - August 1983
Paullina Public School January 1977 - August 1979
Skills
Recruiting, Training, Supervising, Team Leadership, Financial Services, Investments, FINRA Series 7, FINRA Series 66, FINRA Series 6, FINRA Series 63, Insurance, Leadership, Mentoring, Team Mentoring
Education
Northwestern College
Bachelor's Degree, Business
Thrivent Financial September 2014 - Present
Thrivent Financial January 2007 - August 2014
Thrivent Financial January 2003 - December 2006
Aid Association for Lutherans June 1998 - December 2002
Norwest Investment Services July 1997 - January 1998
Aid Association for Lutherans December 1987 - June 1997
Aid Association for Lutherans September 1983 - November 1987
Jefferson Public School September 1979 - August 1983
Paullina Public School January 1977 - August 1979
Skills
Recruiting, Training, Supervising, Team Leadership, Financial Services, Investments, FINRA Series 7, FINRA Series 66, FINRA Series 6, FINRA Series 63, Insurance, Leadership, Mentoring, Team Mentoring
Education
Northwestern College
Bachelor's Degree, Business
Anastasya Smolyanoy Anastasya Smolyanoy's Norwest Investment Services Experience 1998 - 1999
Job Manager at PWC's Diamond Advisory Services
Industry Information Technology and Services
Experience
PwC's Diamond Advisory Services November 2010 - Present
Diamond Management & Technology Consultants September 2010 - November 2010
Ernst & Young January 2009 - September 2010
Accenture March 2005 - January 2009
Hewitt Associates June 1999 - March 2005
Norwest Investment Services 1998 - 1999
Education
Augsburg College 1995 — 1999
BA, MIS, Economics, International Business
PwC's Diamond Advisory Services November 2010 - Present
Diamond Management & Technology Consultants September 2010 - November 2010
Ernst & Young January 2009 - September 2010
Accenture March 2005 - January 2009
Hewitt Associates June 1999 - March 2005
Norwest Investment Services 1998 - 1999
Education
Augsburg College 1995 — 1999
BA, MIS, Economics, International Business
Mark Kaplan Mark Kaplan's Norwest Investment Services Experience 1986 - 1994
Job Principal
Industry Financial Services
Experience
35W Financial March 2010 - December 2013
Barbi Lee School of Dance Arts 1999 - 2013
Edina Swim Club 2011 - 2012
Piper Jaffray 2007 - 2010
Churchill Capital, Inc. 1994 - 2007
Norwest Investment Services 1986 - 1994
Skills
Middle Market, Investment Banking, Fixed Income, Credit Analysis, Capital Markets, Financial Modeling, Portfolio Management, Bonds, Valuation, Derivatives, Mezzanine, Private Equity, Investments, Leveraged Finance, Asset Managment, Corporate Finance, Loans, Mergers, High Yield, Treasury Management, Risk Management, Series 7, Financial Analysis, Equities, Securities, Bloomberg, Asset Management, Mergers & Acquisitions, Finance
Education
College of St. Thomas -- St. Paul, Minnesota 1972 — 1973
Master's Degree, Teaching
Harvard University 1967 — 1971
AB, U.S. History
Blake School
35W Financial March 2010 - December 2013
Barbi Lee School of Dance Arts 1999 - 2013
Edina Swim Club 2011 - 2012
Piper Jaffray 2007 - 2010
Churchill Capital, Inc. 1994 - 2007
Norwest Investment Services 1986 - 1994
Skills
Middle Market, Investment Banking, Fixed Income, Credit Analysis, Capital Markets, Financial Modeling, Portfolio Management, Bonds, Valuation, Derivatives, Mezzanine, Private Equity, Investments, Leveraged Finance, Asset Managment, Corporate Finance, Loans, Mergers, High Yield, Treasury Management, Risk Management, Series 7, Financial Analysis, Equities, Securities, Bloomberg, Asset Management, Mergers & Acquisitions, Finance
Education
College of St. Thomas -- St. Paul, Minnesota 1972 — 1973
Master's Degree, Teaching
Harvard University 1967 — 1971
AB, U.S. History
Blake School
Ronnie Lynch Ronnie Lynch's Norwest Investment Services Experience 1993 - 1997
Job Provisional Funeral Director at Ellis Funeral Home a Dignity Memorial Provider
Industry Financial Services
Experience
Ellis Funeral Home a Dignity Memorial Provider August 2014 - Present
Midland States Bank Merchant Services August 2012 - Present
Enablepay Direct, Inc July 2009 - August 2012
Central Payment Corporation January 2008 - July 2010
Scholastic September 2004 - September 2007
Books are Fun March 2000 - September 2004
Norwest Investment Services 1993 - 1997
Skills
Account Management, Sales Management, New Business Development, Direct Sales, Sales, Cold Calling, Salesforce.com, B2B, Marketing Strategy, Team Building, Marketing, Sales Process, Customer Service, Strategic Planning, Negotiation, Online Advertising, Sales Operations, Business Development, Advertising, Public Speaking, Management, Budgets, Start-ups, Leadership, Lead Generation, Selling, Strategic Partnerships, Time Management, Customer Retention, Finance, Small Business, Strategy, E-commerce, Sales Presentations, Online Marketing, Social Media Marketing, CRM
Education
Commonwealth Institute of Funeral Service 2015 — 2015
Midland College
Sales, Marketing, Real Estate, Finance
Ellis Funeral Home a Dignity Memorial Provider August 2014 - Present
Midland States Bank Merchant Services August 2012 - Present
Enablepay Direct, Inc July 2009 - August 2012
Central Payment Corporation January 2008 - July 2010
Scholastic September 2004 - September 2007
Books are Fun March 2000 - September 2004
Norwest Investment Services 1993 - 1997
Skills
Account Management, Sales Management, New Business Development, Direct Sales, Sales, Cold Calling, Salesforce.com, B2B, Marketing Strategy, Team Building, Marketing, Sales Process, Customer Service, Strategic Planning, Negotiation, Online Advertising, Sales Operations, Business Development, Advertising, Public Speaking, Management, Budgets, Start-ups, Leadership, Lead Generation, Selling, Strategic Partnerships, Time Management, Customer Retention, Finance, Small Business, Strategy, E-commerce, Sales Presentations, Online Marketing, Social Media Marketing, CRM
Education
Commonwealth Institute of Funeral Service 2015 — 2015
Midland College
Sales, Marketing, Real Estate, Finance
Cinda Collins, AWM Cinda Collins, AWM's Norwest Investment Services Experience 1987 - 1991
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 1992 - Present
Norwest Investment Services 1987 - 1991
Sunrise Grain Company 1981 - 1987
Education
St Louis University 1978 — 1979
Bachelor's Degree, Registered Nursing/Registered Nurse
Colorado College 1973 — 1978
Bachelor's Degree, Public Health Practices in Developing Communitieis
RBC Wealth Management August 1992 - Present
Norwest Investment Services 1987 - 1991
Sunrise Grain Company 1981 - 1987
Education
St Louis University 1978 — 1979
Bachelor's Degree, Registered Nursing/Registered Nurse
Colorado College 1973 — 1978
Bachelor's Degree, Public Health Practices in Developing Communitieis
Ed Newhouse Ed Newhouse's Norwest Investment Services Experience January 1999 - August 1999
Job Marketing Manager Card Services at Bank of the West
Industry Marketing and Advertising
Experience
Bank of the West November 2014 - Present
Wells Fargo June 2013 - July 2014
Job Connections February 2012 - June 2013
Experience Unlimited March 2012 - May 2013
Wells Fargo Enterprise Marketing June 2010 - January 2012
Wells Fargo Credit Card January 2005 - December 2009
Wells Fargo September 1999 - December 2004
Norwest Investment Services January 1999 - August 1999
Norwest Bank June 1996 - January 1999
Creative Communications Consultants March 1994 - February 1996
Skills
Creative Direction, Marketing Management, Production Managment, Copywriting, Marketing, Brand Management, Leadership, Social Media Marketing, Facebook, Integrated Marketing, Marketing Strategy, Marketing Communications, Advertising, Direct Marketing, Management, Public Relations, Budgets, Strategic Communications, Program Management, Sales, Event Planning, Vendor Management, Email Marketing, Product Marketing, Lead Generation, Graphic Design, New Business Development, Product Management, Corporate Branding, Team Management, Direct Mail, Trade Shows, Process Improvement, Social Media, Brand Development, Online Advertising, Online Marketing, B2B Marketing, Market Planning, Analytics, Brand Awareness, Market Research, Event Management, Newsletters, Time Management, Social Networking, Strategy, Digital Marketing, Internal Communications, Nonprofits
Education
University of Wisconsin-Oshkosh
BS, Journalism/Advertising
San Francisco State University
Social Media Certificate, Social Media Marketing
University of California, Berkeley - Extension
Graphic Design
Bank of the West November 2014 - Present
Wells Fargo June 2013 - July 2014
Job Connections February 2012 - June 2013
Experience Unlimited March 2012 - May 2013
Wells Fargo Enterprise Marketing June 2010 - January 2012
Wells Fargo Credit Card January 2005 - December 2009
Wells Fargo September 1999 - December 2004
Norwest Investment Services January 1999 - August 1999
Norwest Bank June 1996 - January 1999
Creative Communications Consultants March 1994 - February 1996
Skills
Creative Direction, Marketing Management, Production Managment, Copywriting, Marketing, Brand Management, Leadership, Social Media Marketing, Facebook, Integrated Marketing, Marketing Strategy, Marketing Communications, Advertising, Direct Marketing, Management, Public Relations, Budgets, Strategic Communications, Program Management, Sales, Event Planning, Vendor Management, Email Marketing, Product Marketing, Lead Generation, Graphic Design, New Business Development, Product Management, Corporate Branding, Team Management, Direct Mail, Trade Shows, Process Improvement, Social Media, Brand Development, Online Advertising, Online Marketing, B2B Marketing, Market Planning, Analytics, Brand Awareness, Market Research, Event Management, Newsletters, Time Management, Social Networking, Strategy, Digital Marketing, Internal Communications, Nonprofits
Education
University of Wisconsin-Oshkosh
BS, Journalism/Advertising
San Francisco State University
Social Media Certificate, Social Media Marketing
University of California, Berkeley - Extension
Graphic Design
Teresa Thomas Teresa Thomas's Norwest Investment Services Experience August 1992 - September 1995
Job TalentBank Consultant at Talent Plus, Inc.
Industry Human Resources
Experience
Talent Plus, Inc. January 2007 - Present
General Reporting Service November 1995 - January 2012
Norwest Investment Services August 1992 - September 1995
State Department of Education August 1990 - August 1992
Skills
Employee Engagement, Personnel Management, Onboarding, HR Consulting, Interviews, Performance Management, Organizational..., Applicant Tracking..., Career Development, Recruiting, Human Resources
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Education, Administrative Office Management
Talent Plus, Inc. January 2007 - Present
General Reporting Service November 1995 - January 2012
Norwest Investment Services August 1992 - September 1995
State Department of Education August 1990 - August 1992
Skills
Employee Engagement, Personnel Management, Onboarding, HR Consulting, Interviews, Performance Management, Organizational..., Applicant Tracking..., Career Development, Recruiting, Human Resources
Education
University of Nebraska-Lincoln 1982 — 1986
B.S., Business Education, Administrative Office Management
Jeff Yokiel's Norwest Investment Services Experience 1996 - 1997
Job Treasury Development Group Analyst at Federal Home Loan Bank Des Moines
Industry Financial Services
Experience
Federal Home Loan Bank Des Moines December 2007 - Present
Principal Global Investors May 1998 - December 2007
Norwest Investment Services 1996 - 1997
Skills
Fixed Income, Derivatives, Portfolio Management, Bonds, Valuation, Treasury Management, Bloomberg, Capital Markets, Trading, Analysis, Securities, Asset Allocation, Asset Managment, Investments, Financial Modeling, Risk Management, Financial Markets
Education
Iowa State University 1992 — 1996
Bachelor of Science, Finance
Iowa State University - College of Business 1992 — 1996
Bachelor of Science, Finance
Newton Senior High School 1988 — 1992
High School Diploma
Federal Home Loan Bank Des Moines December 2007 - Present
Principal Global Investors May 1998 - December 2007
Norwest Investment Services 1996 - 1997
Skills
Fixed Income, Derivatives, Portfolio Management, Bonds, Valuation, Treasury Management, Bloomberg, Capital Markets, Trading, Analysis, Securities, Asset Allocation, Asset Managment, Investments, Financial Modeling, Risk Management, Financial Markets
Education
Iowa State University 1992 — 1996
Bachelor of Science, Finance
Iowa State University - College of Business 1992 — 1996
Bachelor of Science, Finance
Newton Senior High School 1988 — 1992
High School Diploma
Loni Porta's Norwest Investment Services Experience October 1997 - November 1998
Job Director of Education at Convergent Retirement Plan Solutions, LLC
Industry Financial Services
Experience
Convergent Retirement Plan Solutions, LLC April 2004 - Present
Bisys Retirement Services December 1998 - March 2004
Norwest Investment Services October 1997 - November 1998
Travelers Express Company March 1983 - September 1997
Skills
Pensions, Mutual Funds, Retirement Planning, 401k, Retirement, Financial Services, Strategic Planning, Employee Benefits, Fixed Annuities, Wealth Management, Relationship Management, Project Management, Process Improvement, Business Analysis
Education
North Dakota State University 1979 — 1981
Convergent Retirement Plan Solutions, LLC April 2004 - Present
Bisys Retirement Services December 1998 - March 2004
Norwest Investment Services October 1997 - November 1998
Travelers Express Company March 1983 - September 1997
Skills
Pensions, Mutual Funds, Retirement Planning, 401k, Retirement, Financial Services, Strategic Planning, Employee Benefits, Fixed Annuities, Wealth Management, Relationship Management, Project Management, Process Improvement, Business Analysis
Education
North Dakota State University 1979 — 1981
James Meyers's Norwest Investment Services Experience April 1998 - September 2000
Job VP Clearing Operations at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Institutional Brokerage Services August 2008 - January 2010
Ameriprise Financial Services, Inc. September 2000 - August 2008
Ameriprise Financial Services, Inc. September 2000 - August 2008
Ameriprise Financial Services, Inc. September 2000 - August 2008
Norwest Investment Services April 1998 - September 2000
Dain Rauscher Inc. June 1994 - April 1998
Skills
Business Analysis, Cross-functional Team..., Change Management, Financial Services, Management, Analysis, Business Process, Leadership, Project Management, Strategy, Fixed Income, Business Strategy
Education
Minnesota State University, Mankato 1983 — 1987
Bachelor of Science Degree, Business Administration - Majors in Finance, Real Estate and Insurance
Alnwick, England International Studies 1985 — 1986
Ameriprise Financial Services, Inc. December 2009 - Present
Wells Fargo Institutional Brokerage Services August 2008 - January 2010
Ameriprise Financial Services, Inc. September 2000 - August 2008
Ameriprise Financial Services, Inc. September 2000 - August 2008
Ameriprise Financial Services, Inc. September 2000 - August 2008
Norwest Investment Services April 1998 - September 2000
Dain Rauscher Inc. June 1994 - April 1998
Skills
Business Analysis, Cross-functional Team..., Change Management, Financial Services, Management, Analysis, Business Process, Leadership, Project Management, Strategy, Fixed Income, Business Strategy
Education
Minnesota State University, Mankato 1983 — 1987
Bachelor of Science Degree, Business Administration - Majors in Finance, Real Estate and Insurance
Alnwick, England International Studies 1985 — 1986
Eric Svien's Norwest Investment Services Experience May 1987 - January 1995
Job Director of Equity Trading at Abbot Downing
Industry Financial Services
Experience
Abbot Downing April 2012 - July 2014
Lowry Hill October 2000 - April 2012
Wells Fargo Asset Mgmt January 1995 - September 2000
Norwest Investment Services May 1987 - January 1995
John G Kinnard & Company May 1980 - September 1986
Skills
Trading, Trading Systems, Equity Trading, Equities, Investment Advisory, Capital Markets, Valuation, Financial Modeling, Private Equity, Risk Management, Derivatives, Financial Services, Proprietary Trading, Trading Strategies, Bloomberg Terminal, ETFs, Electronic Trading, Options, Strategic Financial..., Fixed Income
Education
Minnesota State University, Mankato 1975 — 1979
BS, Business Administration
Cannon Falls High School 1972 — 1975
Diploma, College Prep
Abbot Downing April 2012 - July 2014
Lowry Hill October 2000 - April 2012
Wells Fargo Asset Mgmt January 1995 - September 2000
Norwest Investment Services May 1987 - January 1995
John G Kinnard & Company May 1980 - September 1986
Skills
Trading, Trading Systems, Equity Trading, Equities, Investment Advisory, Capital Markets, Valuation, Financial Modeling, Private Equity, Risk Management, Derivatives, Financial Services, Proprietary Trading, Trading Strategies, Bloomberg Terminal, ETFs, Electronic Trading, Options, Strategic Financial..., Fixed Income
Education
Minnesota State University, Mankato 1975 — 1979
BS, Business Administration
Cannon Falls High School 1972 — 1975
Diploma, College Prep
Skip Pierro's Norwest Investment Services Experience 1995 - 1998
Job Retired, Time to enjoy family and friends
Industry Financial Services
Experience
Home May 2012 - Present
Comerica Securities May 2001 - April 2012
Wells Fargo 1998 - 2001
Norwest Investment Services 1995 - 1998
Skills
Series4, series 7, Series 24, Series 65, Series 9, Series 10, Series 53, Series 63, Series 26, Michigan Life,VA and..., Series 7, Wealth Management, Portfolio Management, Investments, Securities, Fixed Income, Investment Advisory, Relationship Management, Finance, Financial Services, Mutual Funds
Education
Louisiana Tech University
Home May 2012 - Present
Comerica Securities May 2001 - April 2012
Wells Fargo 1998 - 2001
Norwest Investment Services 1995 - 1998
Skills
Series4, series 7, Series 24, Series 65, Series 9, Series 10, Series 53, Series 63, Series 26, Michigan Life,VA and..., Series 7, Wealth Management, Portfolio Management, Investments, Securities, Fixed Income, Investment Advisory, Relationship Management, Finance, Financial Services, Mutual Funds
Education
Louisiana Tech University
Richard Padilla's Norwest Investment Services Experience April 1993 - December 1998
Job President at Shellrich Management LLC
Industry Consumer Goods
Experience
Shellrich Management LLC June 2005 - Present
Norwest Investment Services April 1993 - December 1998
Skills
Entrepreneurship, Strategic Planning, Team Building
Education
The American College 1986 — 1989
Chartered Life Underwriter, Underwriting
Mesa Community College 1969 — 1971
Associate's Degree, Electrical and Electronics Engineering
Shellrich Management LLC June 2005 - Present
Norwest Investment Services April 1993 - December 1998
Skills
Entrepreneurship, Strategic Planning, Team Building
Education
The American College 1986 — 1989
Chartered Life Underwriter, Underwriting
Mesa Community College 1969 — 1971
Associate's Degree, Electrical and Electronics Engineering