Peak Advisor Alliance
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Peak Advisor Alliance Employees
Employee
Years
Job
Industry
Charles Dinnel Charles Dinnel's Peak Advisor Alliance Experience January 2015 - Present
Job Client Relationship Specialist at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance January 2015 - Present
Peak Advisor Alliance December 2013 - January 2015
Securities America, Inc. Member FINRA/SIPC April 2012 - December 2013
Securities America, Inc. Member FINRA/SIPC March 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2007 - February 2010
Securities America, Inc. Member FINRA/SIPC July 2005 - October 2007
Education
Frank Phillips College 1994 — 1995
General Studies
Omaha Central High School
Peak Advisor Alliance January 2015 - Present
Peak Advisor Alliance December 2013 - January 2015
Securities America, Inc. Member FINRA/SIPC April 2012 - December 2013
Securities America, Inc. Member FINRA/SIPC March 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2007 - February 2010
Securities America, Inc. Member FINRA/SIPC July 2005 - October 2007
Education
Frank Phillips College 1994 — 1995
General Studies
Omaha Central High School
John Mueting John Mueting's Peak Advisor Alliance Experience May 2011 - April 2012
Job President, Farmers Financial Solutions
Industry Financial Services
Experience
Farmers Insurance July 2013 - Present
Pershing April 2012 - July 2013
Peak Advisor Alliance May 2011 - April 2012
Allstate Financial 2007 - April 2011
Allstate Financial 2007 - 2011
Allstate Financial 1996 - 2011
Skills
Series 7, Series 24, Mutual Funds, Fixed Annuities, Series 63, Series 6
Education
Northern Illinois University
Farmers Insurance July 2013 - Present
Pershing April 2012 - July 2013
Peak Advisor Alliance May 2011 - April 2012
Allstate Financial 2007 - April 2011
Allstate Financial 2007 - 2011
Allstate Financial 1996 - 2011
Skills
Series 7, Series 24, Mutual Funds, Fixed Annuities, Series 63, Series 6
Education
Northern Illinois University
Amy Gamble Amy Gamble's Peak Advisor Alliance Experience December 2002 - Present
Job Senior Operations Specialist at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2002 - Present
Orion Systems March 1998 - June 2002
Skills
Marketing, Administrative..., Calendars, Travel Arrangements, Sales, Public Relations, Calendaring, Spreadsheets, Office Management, Expense Reports, Executive Support, Office Administration, Outlook, Expenses, Invoicing, Data Entry, Document Management, Office Equipment, Administrative Work, 10 Key, Accounts Payable, WebEx, Customer Service, Confidentiality, Meeting Scheduling, Fax, Invoice Processing, Internet Explorer, Telephone Skills, Copying, Travel Planning, Administrative Functions, Organization, Inventory, Adobe Acrobat, Budget Reconciliation, Executive Level..., Accounts Receivable, Database Administration, QuickBooks, Office 2010, Clerical Work, Microsoft Office 2007, File Management, Photocopier, Highly detail oriented, Supplies, Phone Etiquette, Software Documentation, Switchboard
Education
Metropolitan Community College 2001 — 2002
Psychology
Peak Advisor Alliance December 2002 - Present
Orion Systems March 1998 - June 2002
Skills
Marketing, Administrative..., Calendars, Travel Arrangements, Sales, Public Relations, Calendaring, Spreadsheets, Office Management, Expense Reports, Executive Support, Office Administration, Outlook, Expenses, Invoicing, Data Entry, Document Management, Office Equipment, Administrative Work, 10 Key, Accounts Payable, WebEx, Customer Service, Confidentiality, Meeting Scheduling, Fax, Invoice Processing, Internet Explorer, Telephone Skills, Copying, Travel Planning, Administrative Functions, Organization, Inventory, Adobe Acrobat, Budget Reconciliation, Executive Level..., Accounts Receivable, Database Administration, QuickBooks, Office 2010, Clerical Work, Microsoft Office 2007, File Management, Photocopier, Highly detail oriented, Supplies, Phone Etiquette, Software Documentation, Switchboard
Education
Metropolitan Community College 2001 — 2002
Psychology
Mindy Dalrymple Mindy Dalrymple's Peak Advisor Alliance Experience February 2013 - Present
Job Relationship Manager at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance February 2013 - Present
Nebraska Realty September 2002 - Present
Centris Federal Credit Union December 2001 - March 2009
Commercial Federal Bank May 1998 - June 2001
Skills
Real Estate, Short Sales, Sellers, First Time Home Buyers, Investment Properties, Relocation, Listings, Referrals, Buyer Representation, Customer Service, Single Family Homes, Sales, Residential Homes, New Home Sales, Credit, Foreclosures, Finance, Negotiation
Education
University of Nebraska at Omaha 2000 — 2006
Bachelors of Science, Banking and Finance
Creighton University 1999 — 2000
Bachelor's degree, 1 year in undergrad
Peak Advisor Alliance February 2013 - Present
Nebraska Realty September 2002 - Present
Centris Federal Credit Union December 2001 - March 2009
Commercial Federal Bank May 1998 - June 2001
Skills
Real Estate, Short Sales, Sellers, First Time Home Buyers, Investment Properties, Relocation, Listings, Referrals, Buyer Representation, Customer Service, Single Family Homes, Sales, Residential Homes, New Home Sales, Credit, Foreclosures, Finance, Negotiation
Education
University of Nebraska at Omaha 2000 — 2006
Bachelors of Science, Banking and Finance
Creighton University 1999 — 2000
Bachelor's degree, 1 year in undergrad
Carly McCulloch's Peak Advisor Alliance Experience December 2012 - Present
Job Executive Business Coach at Peak Advisor Alliance
Industry Professional Training & Coaching
Experience
Peak Advisor Alliance December 2012 - Present
Peak Advisor Alliance September 2012 - December 2012
Home Instead Senior Care September 2010 - September 2012
Deeb Realty September 2005 - November 2010
QA3 Financial Corp 2007 - 2010
Centris Federal Credit Union November 2001 - November 2005
Commerical Federal Bank June 1999 - November 2001
Skills
Advertising, Business Planning, Coaching, Customer Service, Estate Planning, Event Planning, Fundraising, Insurance, Investments, Leadership, Leadership Development, Long-term Care, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, Outlook, PowerPoint, Public Speaking, Real Estate, Retirement, Retirement Planning, Sales, Sales Management, Selling, Seniors, Small Business, Social Media, Social Media Marketing, Social Networking, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Training, Wealth Management, Workshop Facilitation
Education
The Center for Executive Coaching 2014 — 2014
Certified Leadership Coach - accredited program of the ICF
University of Nebraska at Omaha
B.S., Political Science/Pre-Law
Peak Advisor Alliance December 2012 - Present
Peak Advisor Alliance September 2012 - December 2012
Home Instead Senior Care September 2010 - September 2012
Deeb Realty September 2005 - November 2010
QA3 Financial Corp 2007 - 2010
Centris Federal Credit Union November 2001 - November 2005
Commerical Federal Bank June 1999 - November 2001
Skills
Advertising, Business Planning, Coaching, Customer Service, Estate Planning, Event Planning, Fundraising, Insurance, Investments, Leadership, Leadership Development, Long-term Care, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, Outlook, PowerPoint, Public Speaking, Real Estate, Retirement, Retirement Planning, Sales, Sales Management, Selling, Seniors, Small Business, Social Media, Social Media Marketing, Social Networking, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Training, Wealth Management, Workshop Facilitation
Education
The Center for Executive Coaching 2014 — 2014
Certified Leadership Coach - accredited program of the ICF
University of Nebraska at Omaha
B.S., Political Science/Pre-Law
Brian Cain's Peak Advisor Alliance Experience 2014 - Present
Job Vice President Investments Financial Advisor Wells Fargo Advisors LLC.
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Wells Fargo Advisors LLC August 2015 - Present
Peak Advisor Alliance 2014 - Present
Old National Investments January 2011 - August 2015
Old National Bank October 2002 - December 2010
Edward Jones 2000 - 2002
Education
Indiana State University - School of Business 1998 — 2000
Bachelor's degree
Robinson High 1992 — 1996
High school
Gregg Burrell's Peak Advisor Alliance Experience September 2007 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
Financial Solutions Wealth Management 1990 - Present
Peak Advisor Alliance September 2007 - Present
First Investors June 1987 - June 1990
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management, Securities, Comprehensive Financial..., Mutual Funds, Series 6, Series 7, Series 24, Series 26, Series 63, Finance, Asset Allocation
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant, Financial Planning
Minnesota State University, Mankato 1984 — 1987
Bachelor of Science (BS), Business Administration; Marketing & Management
Financial Solutions Wealth Management 1990 - Present
Peak Advisor Alliance September 2007 - Present
First Investors June 1987 - June 1990
Skills
Financial Analysis, Retirement Planning, Investments, Wealth Management, Securities, Comprehensive Financial..., Mutual Funds, Series 6, Series 7, Series 24, Series 26, Series 63, Finance, Asset Allocation
Education
The American College 2000 — 2003
ChFC, Chartered Financial Consultant, Financial Planning
Minnesota State University, Mankato 1984 — 1987
Bachelor of Science (BS), Business Administration; Marketing & Management
Laura Housholder Laura Housholder's Peak Advisor Alliance Experience February 2015 - Present
Job Graphic Designer / FrontEnd Web Developer
Industry Design
Experience
Peak Advisor Alliance February 2015 - Present
Sandhills Publishing January 2011 - February 2015
KHGI-TV March 2010 - December 2010
Complete Music March 2010 - December 2010
Skills
Web Design, App Design, Dreamweaver, Photoshop, Illustrator, InDesign, Graphics, HTML, CSS, Social Media, Adobe Creative Suite, Video, Logo Design, Microsoft Office, Image Manipulation, Graphic Design, Newsletters, Layout, Video Editing, Word, Final Cut, Flash, After Effects, Social Media Marketing, Videography, Social Networking, SharePoint, Web Development, Final Cut Pro
Education
University of Nebraska at Kearney 2007 — 2010
BS, Multimedia
California State University-San Bernardino 2010 — 2010
Film
Peak Advisor Alliance February 2015 - Present
Sandhills Publishing January 2011 - February 2015
KHGI-TV March 2010 - December 2010
Complete Music March 2010 - December 2010
Skills
Web Design, App Design, Dreamweaver, Photoshop, Illustrator, InDesign, Graphics, HTML, CSS, Social Media, Adobe Creative Suite, Video, Logo Design, Microsoft Office, Image Manipulation, Graphic Design, Newsletters, Layout, Video Editing, Word, Final Cut, Flash, After Effects, Social Media Marketing, Videography, Social Networking, SharePoint, Web Development, Final Cut Pro
Education
University of Nebraska at Kearney 2007 — 2010
BS, Multimedia
California State University-San Bernardino 2010 — 2010
Film
Jaime Sullivan's Peak Advisor Alliance Experience December 2013 - Present
Job Multimedia Developer at Peak Advisor Alliance
Industry Marketing and Advertising
Experience
Peak Advisor Alliance December 2013 - Present
Securities America, Inc. Member FINRA/SIPC May 2012 - November 2013
University of Nebraska-Lincoln Information Services August 2011 - June 2012
University of Nebraska-Lincoln Information Services February 2009 - August 2011
Skills
Social Media Marketing, Web Design, Adobe Creative Suite, Video Editing, Final Cut Pro, Video Production, Photography, Graphic Design, Adobe After Effects, HubSpot
Education
University of Nebraska-Lincoln 2008 — 2012
BS, Advertising and Public Relations
Millard West High School 2004 — 2008
High School Diploma, General
Peak Advisor Alliance December 2013 - Present
Securities America, Inc. Member FINRA/SIPC May 2012 - November 2013
University of Nebraska-Lincoln Information Services August 2011 - June 2012
University of Nebraska-Lincoln Information Services February 2009 - August 2011
Skills
Social Media Marketing, Web Design, Adobe Creative Suite, Video Editing, Final Cut Pro, Video Production, Photography, Graphic Design, Adobe After Effects, HubSpot
Education
University of Nebraska-Lincoln 2008 — 2012
BS, Advertising and Public Relations
Millard West High School 2004 — 2008
High School Diploma, General
Shelley Burkoski's Peak Advisor Alliance Experience May 2013 - Present
Job Client Experience Specialist at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance May 2013 - Present
Silpada Designs 2008 - 2010
Fit4Mom 2007 - 2008
Kohl's Department Stores 2006 - 2007
THE SPECTRUM GROUP 2003 - 2006
John Hancock Financial Services 2002 - 2003
Pacific Sunwear 2001 - 2002
Victoria's Secret 1999 - 2001
Skills
Energetic team player, Multi-tasking..., Highly Reliable, Recruiting, Recruitment Advertising, Human Resources, Office Management, Event Planning, Proposal Support, Proposal Production, Customer Service, Customer Satisfaction, Store Management, Retail, Store Operations, Retail Sales, Microsoft Office, Team Building, Sales, Management, Marketing
Education
Ball State University 1998 — 2000
Bachelor of Science, Business Administration and Management
Anderson University 1994 — 1998
Liberal Arts and Sciences/Liberal Studies
Nitro High School 1990 — 1994
High School Diploma, General
Peak Advisor Alliance May 2013 - Present
Silpada Designs 2008 - 2010
Fit4Mom 2007 - 2008
Kohl's Department Stores 2006 - 2007
THE SPECTRUM GROUP 2003 - 2006
John Hancock Financial Services 2002 - 2003
Pacific Sunwear 2001 - 2002
Victoria's Secret 1999 - 2001
Skills
Energetic team player, Multi-tasking..., Highly Reliable, Recruiting, Recruitment Advertising, Human Resources, Office Management, Event Planning, Proposal Support, Proposal Production, Customer Service, Customer Satisfaction, Store Management, Retail, Store Operations, Retail Sales, Microsoft Office, Team Building, Sales, Management, Marketing
Education
Ball State University 1998 — 2000
Bachelor of Science, Business Administration and Management
Anderson University 1994 — 1998
Liberal Arts and Sciences/Liberal Studies
Nitro High School 1990 — 1994
High School Diploma, General
Gary Weikel Gary Weikel's Peak Advisor Alliance Experience 2007 - 2009
Job Senior Account Manager at VTI Security
Industry Hospital & Health Care
Experience
VTI Security August 2015 - Present
Cambium Data Inc. January 2015 - July 2015
LRS Healthcare January 2013 - January 2015
LifeGate Church January 2011 - October 2012
Big Buzz Productions September 2008 - October 2012
Peak Advisor Alliance 2007 - 2009
Thrivent Financial for Lutherans January 2006 - February 2007
Simply Financial June 1998 - February 2006
Skills
Leadership, Sales, Training, Marketing Strategy, Start-ups, Account Management, Public Speaking, Coaching, Team Building, Customer Service, Business Planning, Sales Process, Sales Management, Marketing, Business Strategy, Strategic Partnerships, New Business Development, Building Relationships, Leadership Development, Social Media Marketing, Motivational Speaking, Advertising, Teaching, Cold Calling, Healthcare, Online Advertising, SEO, Sales Operations, Recruiting, Human Resources, Executive Coaching, Business Coaching, Healthcare Consulting, Compliance, Staff Management, Staffing Services, Management, Strategic Planning, Business Development, Consulting, Entrepreneurship
Education
Midland University 1994 — 1999
BA, Education, Coaching, Psychology
Sgt Bluff Luton
VTI Security August 2015 - Present
Cambium Data Inc. January 2015 - July 2015
LRS Healthcare January 2013 - January 2015
LifeGate Church January 2011 - October 2012
Big Buzz Productions September 2008 - October 2012
Peak Advisor Alliance 2007 - 2009
Thrivent Financial for Lutherans January 2006 - February 2007
Simply Financial June 1998 - February 2006
Skills
Leadership, Sales, Training, Marketing Strategy, Start-ups, Account Management, Public Speaking, Coaching, Team Building, Customer Service, Business Planning, Sales Process, Sales Management, Marketing, Business Strategy, Strategic Partnerships, New Business Development, Building Relationships, Leadership Development, Social Media Marketing, Motivational Speaking, Advertising, Teaching, Cold Calling, Healthcare, Online Advertising, SEO, Sales Operations, Recruiting, Human Resources, Executive Coaching, Business Coaching, Healthcare Consulting, Compliance, Staff Management, Staffing Services, Management, Strategic Planning, Business Development, Consulting, Entrepreneurship
Education
Midland University 1994 — 1999
BA, Education, Coaching, Psychology
Sgt Bluff Luton
Sarah Bjork Sarah Bjork's Peak Advisor Alliance Experience 2012 - 2015
Job Client Services Manager at Wealth Management Midwest, LLC
Industry Financial Services
Experience
Wealth Management Midwest LLC October 2011 - Present
Peak Advisor Alliance 2012 - 2015
Peak Advisor Alliance 2012 - 2015
Peak Advisor Alliance 2012 - 2015
Patriot Bank Minnesota September 2005 - October 2011
TCF Bank May 2004 - September 2005
Skills
Customer Service, Banking, Retail Banking, Management, Finance, Financial Services, Wealth Management..., Client Services, Employee Training, Leadership, Teamwork, Communication, Microsoft Office
Education
Concordia University-St. Paul 2014 — 2016
Bachelor's Degree, Organizational Management & Leadership
Century College 2004 — 2012
Associate's Degree, Business Administration and Management, General
Wealth Management Midwest LLC October 2011 - Present
Peak Advisor Alliance 2012 - 2015
Peak Advisor Alliance 2012 - 2015
Peak Advisor Alliance 2012 - 2015
Patriot Bank Minnesota September 2005 - October 2011
TCF Bank May 2004 - September 2005
Skills
Customer Service, Banking, Retail Banking, Management, Finance, Financial Services, Wealth Management..., Client Services, Employee Training, Leadership, Teamwork, Communication, Microsoft Office
Education
Concordia University-St. Paul 2014 — 2016
Bachelor's Degree, Organizational Management & Leadership
Century College 2004 — 2012
Associate's Degree, Business Administration and Management, General
Nick Callesen's Peak Advisor Alliance Experience 2010 - 2011
Job LPL Financial Advisor at Callesen Wealth Management
Industry Financial Services
Experience
Callesen Wealth Management August 1996 - Present
Peak Advisor Alliance 2010 - 2011
B.C. Ziegler July 1994 - August 1996
Lincoln Financial Group of Michigan July 1992 - July 1994
Skills
Retirement Planning, Wealth Management, Financial Advisory, Financial Planning, Investments, Securities, Finance, Financial Services, Portfolio Management, Investment Management
Education
Central Michigan University 1987 — 1992
Bachelor of Science, Business Administration
Manistee High School 1984 — 1987
Callesen Wealth Management August 1996 - Present
Peak Advisor Alliance 2010 - 2011
B.C. Ziegler July 1994 - August 1996
Lincoln Financial Group of Michigan July 1992 - July 1994
Skills
Retirement Planning, Wealth Management, Financial Advisory, Financial Planning, Investments, Securities, Finance, Financial Services, Portfolio Management, Investment Management
Education
Central Michigan University 1987 — 1992
Bachelor of Science, Business Administration
Manistee High School 1984 — 1987
Laura Pierson's Peak Advisor Alliance Experience January 2015 - Present
Job Managing Director of Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance January 2015 - Present
Peak Advisor Alliance March 2006 - December 2014
Securian Financial Group June 2000 - February 2006
Skills
Strategy, Management, Coaching, Financial Advisory, Retirement Planning, Retirement, Succession Planning, Public Speaking, Organizational..., Strategic Planning, Business Strategy, Strategic Communications, Reputation Management, Event Management, Program Management, Business Development, Human Resource..., Sales Management, Client Services, Sales & Marketing..., Practice Management, Content Strategy, Leadership
Education
Drake University
Bachelor of Science (BS), Psychology
Peak Advisor Alliance January 2015 - Present
Peak Advisor Alliance March 2006 - December 2014
Securian Financial Group June 2000 - February 2006
Skills
Strategy, Management, Coaching, Financial Advisory, Retirement Planning, Retirement, Succession Planning, Public Speaking, Organizational..., Strategic Planning, Business Strategy, Strategic Communications, Reputation Management, Event Management, Program Management, Business Development, Human Resource..., Sales Management, Client Services, Sales & Marketing..., Practice Management, Content Strategy, Leadership
Education
Drake University
Bachelor of Science (BS), Psychology
Pam Burwell's Peak Advisor Alliance Experience November 2006 - Present
Job Senior Client Experience Specialist at Peak Advisor Alliance
Industry Professional Training & Coaching
Experience
Peak Advisor Alliance November 2006 - Present
Skills
Customer Service, Facebook, Event Planning, Public Speaking, Team Building, Training, Leadership, Event Management
Education
San Antonio College 1977 — 1978
Peak Advisor Alliance November 2006 - Present
Skills
Customer Service, Facebook, Event Planning, Public Speaking, Team Building, Training, Leadership, Event Management
Education
San Antonio College 1977 — 1978
Brenda (Brenda Boeck) Boeck Tellier, CTSM, CMP Brenda (Brenda Boeck) Boeck Tellier, CTSM, CMP's Peak Advisor Alliance Experience January 2012 - Present
Job Experienced Marketing and Events Professional
Industry Computer Software
Experience
Peak Advisor Alliance January 2012 - Present
ACI Worldwide February 2000 - January 2012
Consolidated Nutrition, L.C May 1995 - February 2000
First Bank August 1993 - May 1995
Ralston Bank December 1991 - August 1993
Ralston Bank August 1987 - December 1991
Ralston Bank May 1986 - August 1987
Skills
Salesforce.com, Contract Negotiation, Vendor Relationships, POS, Marketing, Marketing Strategy, Event Planning, Marketing Management, Sales, Management, Program Management, Project Management, Budgets, Newsletters, Direct Mail, Project Planning, Trade Shows, Negotiation, Proposal Writing, Lead Generation, Product Marketing, Payment Systems, Product Management, Business Development, New Business Development, Sales Management, Cross-functional Team..., Account Management, CRM, Electronic Payments
Education
University of Nebraska at Omaha 1989 — 1999
Bachelors of Arts, Business Administration specializing in Finance and Banking
Metropolitan Community College 1987 — 1989
Associates Degree, Business Management
Peak Advisor Alliance January 2012 - Present
ACI Worldwide February 2000 - January 2012
Consolidated Nutrition, L.C May 1995 - February 2000
First Bank August 1993 - May 1995
Ralston Bank December 1991 - August 1993
Ralston Bank August 1987 - December 1991
Ralston Bank May 1986 - August 1987
Skills
Salesforce.com, Contract Negotiation, Vendor Relationships, POS, Marketing, Marketing Strategy, Event Planning, Marketing Management, Sales, Management, Program Management, Project Management, Budgets, Newsletters, Direct Mail, Project Planning, Trade Shows, Negotiation, Proposal Writing, Lead Generation, Product Marketing, Payment Systems, Product Management, Business Development, New Business Development, Sales Management, Cross-functional Team..., Account Management, CRM, Electronic Payments
Education
University of Nebraska at Omaha 1989 — 1999
Bachelors of Arts, Business Administration specializing in Finance and Banking
Metropolitan Community College 1987 — 1989
Associates Degree, Business Management
Diana Koger's Peak Advisor Alliance Experience December 2014 - Present
Job Client Relationship Specialist at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2014 - Present
First Data Corporation April 2012 - November 2014
LifeGuard MD December 2003 - June 2014
GiftCertificates.com June 2008 - April 2012
FireGuard December 2003 - May 2005
Allied Insurance November 2002 - November 2003
NWIC July 2000 - November 2002
Skills
Account Management, CRM, Strategy, Marketing, Sales, Customer Service, B2B, Social Media Marketing, Strategic Planning, Business Development, Microsoft Office, Salesforce.com, Project Management, Contract Negotiation, Customer Acquisition, Selling, E-commerce, Email Marketing, Adobe Creative Suite, Trade Shows, Sales Operations, Customer Satisfaction, Web Analytics, Enterprise Account..., Strengthening Client..., Building Business..., Credit Card Transaction..., Wordpress, credit card pr, gift card and loyalty..., Consulting, Financial Services, Lead Generation
Education
Bellevue University 2014 — 2016
Master's degree, Organizational Leadership
Bellevue University 2003 — 2005
Bachlors, Marketing Management
Peak Advisor Alliance December 2014 - Present
First Data Corporation April 2012 - November 2014
LifeGuard MD December 2003 - June 2014
GiftCertificates.com June 2008 - April 2012
FireGuard December 2003 - May 2005
Allied Insurance November 2002 - November 2003
NWIC July 2000 - November 2002
Skills
Account Management, CRM, Strategy, Marketing, Sales, Customer Service, B2B, Social Media Marketing, Strategic Planning, Business Development, Microsoft Office, Salesforce.com, Project Management, Contract Negotiation, Customer Acquisition, Selling, E-commerce, Email Marketing, Adobe Creative Suite, Trade Shows, Sales Operations, Customer Satisfaction, Web Analytics, Enterprise Account..., Strengthening Client..., Building Business..., Credit Card Transaction..., Wordpress, credit card pr, gift card and loyalty..., Consulting, Financial Services, Lead Generation
Education
Bellevue University 2014 — 2016
Master's degree, Organizational Leadership
Bellevue University 2003 — 2005
Bachlors, Marketing Management
Ryan Furstenau's Peak Advisor Alliance Experience 2009 - 2011
Job Empowering my clients to realize their dreams & goals by providing faithful advice & superior service.
Industry Financial Services
Experience
Furstenau Financial Management August 2003 - Present
Peak Advisor Alliance 2009 - 2011
Skills
Retirement Planning
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Chemical Engineering
Furstenau Financial Management August 2003 - Present
Peak Advisor Alliance 2009 - 2011
Skills
Retirement Planning
Education
University of Nebraska-Lincoln 1993 — 1998
Bachelor of Science (BS), Chemical Engineering
Shelly Christenson Shelly Christenson's Peak Advisor Alliance Experience January 2008 - June 2011
Job Human Resources Professional
Industry Printing
Experience
Staples Print Solutions July 2012 - Present
3C Network July 2011 - June 2012
Carson Wealth Management Group January 2008 - June 2011
Peak Advisor Alliance January 2008 - June 2011
Lozier Corporation August 2002 - January 2008
Bahr Vermeer Haecker Architects August 1998 - August 2002
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Human Resources Management
Staples Print Solutions July 2012 - Present
3C Network July 2011 - June 2012
Carson Wealth Management Group January 2008 - June 2011
Peak Advisor Alliance January 2008 - June 2011
Lozier Corporation August 2002 - January 2008
Bahr Vermeer Haecker Architects August 1998 - August 2002
Education
University of Nebraska-Lincoln 1992 — 1996
BSBA, Human Resources Management
Dallas W. Coffman, CLU®, ChFC®, EA, CFP® Dallas W. Coffman, CLU®, ChFC®, EA, CFP®'s Peak Advisor Alliance Experience 2004 - Present
Job Subject Matter Expert and Tax Specialist for IRS Special Enrollment Examination (SEE) at Prometric
Industry Financial Services
Experience
WHITMAN FINANCIAL SERVICES, LLC. June 1983 - Present
LPL FINANCIAL August 1986 - Present
FINRA (FINANCIAL INDUSTRY REGULATORY AUTHORITY) March 1990 - Present
Prometric July 2014 - Present
TOWN OF NORTH READING, MASSACHUSETTS May 2014 - Present
TOWN OF NORTH READING, MASSACHUSETTS May 2014 - Present
PEAK ADVISOR ALLIANCE 2004 - Present
CFP BOARD OF PROFESSIONAL STANDARDS 2000 - Present
NORTHERN ESSEX COMMUNITY COLLEGE 2012 - June 2013
CRYSTAL CONDOMINIUM TRUST December 1994 - December 2004
Skills
Alternative Dispute..., Alternative Investments, Annuities, Arbitration, Asset Allocation, Asset Management, Bonds, Business Planning, Cash Management, Comprehensive Wealth..., Disability Insurance, Equities, Estate Planning, ETFs, Financial Advisory, Financial Planning, Financial Markets, FINRA, 401k, 401k Rollovers, Insurance, Insurance Planning, Investment Advisory, Investment Management, Investment Strategies, Investments, IRA's, Long Term Care, Mutual Funds, Options, Pensions, Personal Finance, Portfolio Management, Retirement, Retirement Income..., Retirement Planning, Risk Management, Securities, Series 7, Series 24, Small Business, Stocks, Strategic Financial..., Tax, Wealth, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Preservation..., Wealth Transfer
Education
Bentley University 1977 — 1979
B.S. Marketing Management, Marketing, Business, Finance
Northern Essex Community College 1975 — 1977
Associate of Science, Business Management Transfer
Newburyport High School 1971 — 1975
Diploma, College Preparatory
WHITMAN FINANCIAL SERVICES, LLC. June 1983 - Present
LPL FINANCIAL August 1986 - Present
FINRA (FINANCIAL INDUSTRY REGULATORY AUTHORITY) March 1990 - Present
Prometric July 2014 - Present
TOWN OF NORTH READING, MASSACHUSETTS May 2014 - Present
TOWN OF NORTH READING, MASSACHUSETTS May 2014 - Present
PEAK ADVISOR ALLIANCE 2004 - Present
CFP BOARD OF PROFESSIONAL STANDARDS 2000 - Present
NORTHERN ESSEX COMMUNITY COLLEGE 2012 - June 2013
CRYSTAL CONDOMINIUM TRUST December 1994 - December 2004
Skills
Alternative Dispute..., Alternative Investments, Annuities, Arbitration, Asset Allocation, Asset Management, Bonds, Business Planning, Cash Management, Comprehensive Wealth..., Disability Insurance, Equities, Estate Planning, ETFs, Financial Advisory, Financial Planning, Financial Markets, FINRA, 401k, 401k Rollovers, Insurance, Insurance Planning, Investment Advisory, Investment Management, Investment Strategies, Investments, IRA's, Long Term Care, Mutual Funds, Options, Pensions, Personal Finance, Portfolio Management, Retirement, Retirement Income..., Retirement Planning, Risk Management, Securities, Series 7, Series 24, Small Business, Stocks, Strategic Financial..., Tax, Wealth, Wealth Accumulation, Wealth Management, Wealth Preservation, Wealth Preservation..., Wealth Transfer
Education
Bentley University 1977 — 1979
B.S. Marketing Management, Marketing, Business, Finance
Northern Essex Community College 1975 — 1977
Associate of Science, Business Management Transfer
Newburyport High School 1971 — 1975
Diploma, College Preparatory
James Mackiewicz's Peak Advisor Alliance Experience April 2008 - December 2011
Job VP, Practice Management Consultant at AssetMark
Industry Financial Services
Experience
AssetMark (f.k.a. Genworth Wealth Management) January 2012 - Present
Peak Advisor Alliance April 2008 - December 2011
Carson Wealth Management Group April 2008 - December 2011
Kaplan University 2007 - 2011
Bank of the West August 2001 - April 2008
Commercial Federal Bank 2001 - 2003
TD Ameritrade January 1999 - August 2001
Skills
Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial..., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning
Education
Bellevue University 1995 — 1997
MBA, Business and Finance
Consumer Banker's Association 2003 — 2005
Retail Bank Management
University of Nebraska at Omaha 1994 — 1995
Bachelor, General Administration
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Senshu University 1993 — 1993
International Business
AssetMark (f.k.a. Genworth Wealth Management) January 2012 - Present
Peak Advisor Alliance April 2008 - December 2011
Carson Wealth Management Group April 2008 - December 2011
Kaplan University 2007 - 2011
Bank of the West August 2001 - April 2008
Commercial Federal Bank 2001 - 2003
TD Ameritrade January 1999 - August 2001
Skills
Succession Planning, Marketing, Retirement Planning, Training, Management Consulting, Strategic Planning, Coaching, Public Speaking, Process Improvement, Management, Leadership, Wealth Management, Strategy, Sales, Mergers & Acquisitions, Financial Advisory, Insurance, Loans, Consulting, Finance, Business Development, Operations Management, Series 7, Human Resources, Strategic Financial..., Securities, Series 63, Investments, Financial Services, Mutual Funds, Investment Advisory, Retirement, Fixed Annuities, Wealth, Financial Planning
Education
Bellevue University 1995 — 1997
MBA, Business and Finance
Consumer Banker's Association 2003 — 2005
Retail Bank Management
University of Nebraska at Omaha 1994 — 1995
Bachelor, General Administration
University of Nebraska-Lincoln 1991 — 1994
Business Administration
Senshu University 1993 — 1993
International Business
Brent Whiddon Brent Whiddon's Peak Advisor Alliance Experience 2009 - Present
Job Financial Advisor at Whiddon Wealth Management, LLC
Industry Financial Services
Experience
Whiddon Wealth Management LLC November 2009 - Present
LPL Financial November 2009 - Present
Whiddon Wealth Management, LLC November 2009 - Present
Peak Advisor Alliance 2009 - Present
Edward Jones August 1995 - November 2009
Skills
Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory, Investment Management, Securities, FINRA, Mutual Funds, Investments, Retirement Planning, Long-term Care, Long Term Care Insurance, Portfolio Management, 401k Rollovers, Wealth Accumulation, Roth IRA, Retirement Plan..., Investment Advisory..., Income Protection, Retirement Savings, Life Insurance, Asset Management, Series 24, Alternative Investments, ETFs, Variable Annuities, Fixed Annuities, 401k, IRAs, Asset Allocation, Series 7, Financial Services, Retirement, Finance, Series 63, Separately Managed..., Series 6, Estate Planning, Disability Insurance, Strategic Financial..., Financial Planning
Education
University of Georgia - Terry College of Business 1987 — 1990
BBA, Risk Management and Insurance
Whiddon Wealth Management LLC November 2009 - Present
LPL Financial November 2009 - Present
Whiddon Wealth Management, LLC November 2009 - Present
Peak Advisor Alliance 2009 - Present
Edward Jones August 1995 - November 2009
Skills
Wealth Management, Financial Advisory, Investment Strategies, Investment Advisory, Investment Management, Securities, FINRA, Mutual Funds, Investments, Retirement Planning, Long-term Care, Long Term Care Insurance, Portfolio Management, 401k Rollovers, Wealth Accumulation, Roth IRA, Retirement Plan..., Investment Advisory..., Income Protection, Retirement Savings, Life Insurance, Asset Management, Series 24, Alternative Investments, ETFs, Variable Annuities, Fixed Annuities, 401k, IRAs, Asset Allocation, Series 7, Financial Services, Retirement, Finance, Series 63, Separately Managed..., Series 6, Estate Planning, Disability Insurance, Strategic Financial..., Financial Planning
Education
University of Georgia - Terry College of Business 1987 — 1990
BBA, Risk Management and Insurance
Scott Wood's Peak Advisor Alliance Experience November 2011 - Present
Job Executive Business Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance November 2011 - Present
Mutual of Omaha January 1999 - November 2011
Mutual of Omaha January 1994 - January 1998
Skills
Consulting, Retirement Planning, Executive Management, Financial Advisory, Financial Planners, Coaching, Public Speaking, New Business Development, Leadership
Education
University of Nebraska at Kearney 1980 — 1984
Bachelor of Science, Business Administration - Marketing
Peak Advisor Alliance November 2011 - Present
Mutual of Omaha January 1999 - November 2011
Mutual of Omaha January 1994 - January 1998
Skills
Consulting, Retirement Planning, Executive Management, Financial Advisory, Financial Planners, Coaching, Public Speaking, New Business Development, Leadership
Education
University of Nebraska at Kearney 1980 — 1984
Bachelor of Science, Business Administration - Marketing
Becci Gearman Becci Gearman's Peak Advisor Alliance Experience October 2005 - May 2010
Job Helping Individuals and Businesses Thrive at the Office for over 15 year
Industry Professional Training & Coaching
Experience
Utilant, LLC August 2015 - Present
Ticomix, Inc. August 2010 - August 2015
Peak Advisor Alliance October 2005 - May 2010
Papio Trade, Inc December 2003 - April 2005
Mutual Protective Insurance Company / Medico Life February 2000 - October 2003
New Horizons Learning Center September 1999 - February 2000
Skills
Curriculum Development, Training, Access, Account Management, CRM, Databases, Employee Training, Program Management, Software Documentation, Business Analysis, Project Management, Instructional Design, E-Learning, Testing, Strategy, Business Development, Microsoft SQL Server
Education
University of Phoenix 2010 — 2011
Masters, Education/Adult Training
Bellevue University 1998 — 2000
Bachelor, Business Information Services
Utilant, LLC August 2015 - Present
Ticomix, Inc. August 2010 - August 2015
Peak Advisor Alliance October 2005 - May 2010
Papio Trade, Inc December 2003 - April 2005
Mutual Protective Insurance Company / Medico Life February 2000 - October 2003
New Horizons Learning Center September 1999 - February 2000
Skills
Curriculum Development, Training, Access, Account Management, CRM, Databases, Employee Training, Program Management, Software Documentation, Business Analysis, Project Management, Instructional Design, E-Learning, Testing, Strategy, Business Development, Microsoft SQL Server
Education
University of Phoenix 2010 — 2011
Masters, Education/Adult Training
Bellevue University 1998 — 2000
Bachelor, Business Information Services
Amy Koenig Amy Koenig's Peak Advisor Alliance Experience December 2004 - Present
Job Manager of Strategic Projects & Certified Leadership Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2004 - Present
American Express Financial Advisors January 2004 - November 2004
RBC Wealth Management July 1998 - July 2003
Robert W. Baird & Co. 1996 - July 1998
Kirkpatrick Pettis 1994 - 1996
Education
University of Northern Iowa 1989 — 1992
Bachelor of Arts (B.A.), Mathematics
Peak Advisor Alliance December 2004 - Present
American Express Financial Advisors January 2004 - November 2004
RBC Wealth Management July 1998 - July 2003
Robert W. Baird & Co. 1996 - July 1998
Kirkpatrick Pettis 1994 - 1996
Education
University of Northern Iowa 1989 — 1992
Bachelor of Arts (B.A.), Mathematics
Joe Luna Joe Luna's Peak Advisor Alliance Experience September 2008 - September 2010
Job Manager of Business Strategy at Pellet Technology USA
Industry Think Tanks
Experience
Pellet Technology USA December 2014 - Present
Pellet Technology September 2012 - December 2014
Refuge Ministries, Inc. October 2010 - September 2012
PEAK Advisor Alliance September 2008 - September 2010
ActivKidz January 2007 - August 2008
Famous Software August 2005 - January 2007
Corporate Training Solutions September 2004 - December 2005
U.S. Army August 1997 - September 2004
Skills
Strategy, Sales, Budgets, Integration, Finance, Executive Management, Strategic Planning, Retail, New Business Development, Marketing, Business Planning, Logistics, Team Building, Marketing Strategy, Business Strategy, Account Management, Sales Management, Customer Service, Coaching, Leadership Development, Analysis, Leadership, Business Development, Start-ups
Education
California Coast University
Bachelor of Business Administration (B.B.A.)
Pellet Technology USA December 2014 - Present
Pellet Technology September 2012 - December 2014
Refuge Ministries, Inc. October 2010 - September 2012
PEAK Advisor Alliance September 2008 - September 2010
ActivKidz January 2007 - August 2008
Famous Software August 2005 - January 2007
Corporate Training Solutions September 2004 - December 2005
U.S. Army August 1997 - September 2004
Skills
Strategy, Sales, Budgets, Integration, Finance, Executive Management, Strategic Planning, Retail, New Business Development, Marketing, Business Planning, Logistics, Team Building, Marketing Strategy, Business Strategy, Account Management, Sales Management, Customer Service, Coaching, Leadership Development, Analysis, Leadership, Business Development, Start-ups
Education
California Coast University
Bachelor of Business Administration (B.B.A.)
Meridith Tusha Wortman's Peak Advisor Alliance Experience December 2010 - Present
Job Director of Marketing at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2010 - Present
Securities America, Inc. Member FINRA/SIPC August 2004 - November 2010
Wells Fargo Financial Bank January 2002 - August 2004
Echols Communications March 1999 - January 2002
Skills
Graphic Design, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Adobe Acrobat, Web Design, Copywriting, Business Writing, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Visio, Goldmine, iMovie, iContact, Weebly, Video Production, Social Media Marketing, Marketing Strategy, Marketing Communications, Newsletters, Advertising, Fundraising, Securities, Account Management, Marketing, Public Speaking, SEM, Community Outreach
Education
The University of South Dakota 1997 — 1999
Master of Arts, Mass Communications
The University of South Dakota 1993 — 1997
Bachelor of Science, Psychology
Peak Advisor Alliance December 2010 - Present
Securities America, Inc. Member FINRA/SIPC August 2004 - November 2010
Wells Fargo Financial Bank January 2002 - August 2004
Echols Communications March 1999 - January 2002
Skills
Graphic Design, Adobe Creative Suite, InDesign, Photoshop, Illustrator, Adobe Acrobat, Web Design, Copywriting, Business Writing, Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Visio, Goldmine, iMovie, iContact, Weebly, Video Production, Social Media Marketing, Marketing Strategy, Marketing Communications, Newsletters, Advertising, Fundraising, Securities, Account Management, Marketing, Public Speaking, SEM, Community Outreach
Education
The University of South Dakota 1997 — 1999
Master of Arts, Mass Communications
The University of South Dakota 1993 — 1997
Bachelor of Science, Psychology
Lori R. Price, CFP® Lori R. Price, CFP®'s Peak Advisor Alliance Experience July 2009 - Present
Job Advise affluent women & retirees looking for a caring financial professional to guide them thru life's transitions
Industry Financial Services
Experience
LPL Financial June 2011 - Present
Private Advisor Group LLC June 2011 - Present
Peak Advisor Alliance July 2009 - Present
Price Financial Group LLC July 1985 - Present
Securities America August 2005 - May 2011
Lincoln Financial Advisors 1988 - 2005
GE Capital 1983 - 1985
Xerox Corporation 1979 - 1983
Skills
Divorce Planning, Retirement Planning, Estate Planning, Cash Flow Management, Life Transitions, Investment Advisory, Wealth Management, Wealth Preservation, Public Speaking, Financial Planning, Creative Problem Solving, Annuities, Transitions, Divorce financial..., Divorce transition, Lifetime income planning, Retirement Income..., financial advice, Financial Education, 401k Rollovers, Rollovers, Roth IRA, IRA Rollovers, ira's, Women's financial..., Women's wealth..., Financial education for..., Niche marketing with..., Life insurance planning, Strategic Financial..., Life Insurance, Financial Advisory, IRAs, Retirement, Retirement planning
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA
Rutgers University-New Brunswick 1973 — 1977
BA, Business
LPL Financial June 2011 - Present
Private Advisor Group LLC June 2011 - Present
Peak Advisor Alliance July 2009 - Present
Price Financial Group LLC July 1985 - Present
Securities America August 2005 - May 2011
Lincoln Financial Advisors 1988 - 2005
GE Capital 1983 - 1985
Xerox Corporation 1979 - 1983
Skills
Divorce Planning, Retirement Planning, Estate Planning, Cash Flow Management, Life Transitions, Investment Advisory, Wealth Management, Wealth Preservation, Public Speaking, Financial Planning, Creative Problem Solving, Annuities, Transitions, Divorce financial..., Divorce transition, Lifetime income planning, Retirement Income..., financial advice, Financial Education, 401k Rollovers, Rollovers, Roth IRA, IRA Rollovers, ira's, Women's financial..., Women's wealth..., Financial education for..., Niche marketing with..., Life insurance planning, Strategic Financial..., Life Insurance, Financial Advisory, IRAs, Retirement, Retirement planning
Education
Duke University - The Fuqua School of Business 1977 — 1979
MBA
Rutgers University-New Brunswick 1973 — 1977
BA, Business
Annie Bougger's Peak Advisor Alliance Experience October 2007 - March 2009
Job Director of Events Omaha with the University of Nebraska Foundation
Industry Events Services
Experience
University of Nebraska Foundation March 2009 - Present
Peak Advisor Alliance October 2007 - March 2009
Knights of Ak-Sar-Ben Foundation February 2004 - October 2007
Skills
Marketing Communications, Public Relations, Event Planning, Fundraising, Event Management, Volunteer Management, Community Outreach, Nonprofits, Media Relations, Newsletters, Press Releases, Philanthropy, Marketing, Social Media, Social Media Marketing
Education
University of Nebraska-Lincoln 1999 — 2003
Fashion Merchandising & Advertising
Lincoln Southest High School
University of Nebraska Foundation March 2009 - Present
Peak Advisor Alliance October 2007 - March 2009
Knights of Ak-Sar-Ben Foundation February 2004 - October 2007
Skills
Marketing Communications, Public Relations, Event Planning, Fundraising, Event Management, Volunteer Management, Community Outreach, Nonprofits, Media Relations, Newsletters, Press Releases, Philanthropy, Marketing, Social Media, Social Media Marketing
Education
University of Nebraska-Lincoln 1999 — 2003
Fashion Merchandising & Advertising
Lincoln Southest High School
Holly Batchelder's Peak Advisor Alliance Experience April 2013 - Present
Job Executive Business Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance April 2013 - Present
Mutual of Omaha January 2008 - April 2013
Home Instead Senior Care 2005 - 2007
Mutual of Omaha August 1983 - January 2000
Skills
Executive Coaching, Business Performance..., Management, Life Coaching, Management Consulting, Small Business Coaching, Leadership Development, Business Owner Planning, Career Development..., Team Building, Internal Communications, Workshop Facilitation, Public Speaking, Business Analysis, Insurance, Employee Training, Customer Service, Business Process..., Requirements Gathering, Recruiting, Process Improvement, Six Sigma
Education
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Sociology
Peak Advisor Alliance April 2013 - Present
Mutual of Omaha January 2008 - April 2013
Home Instead Senior Care 2005 - 2007
Mutual of Omaha August 1983 - January 2000
Skills
Executive Coaching, Business Performance..., Management, Life Coaching, Management Consulting, Small Business Coaching, Leadership Development, Business Owner Planning, Career Development..., Team Building, Internal Communications, Workshop Facilitation, Public Speaking, Business Analysis, Insurance, Employee Training, Customer Service, Business Process..., Requirements Gathering, Recruiting, Process Improvement, Six Sigma
Education
University of Nebraska-Lincoln
Bachelor of Arts (B.A.), Sociology
Katie Wurth's Peak Advisor Alliance Experience December 2013 - Present
Job Business Development Consultant at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance December 2013 - Present
Infogroup February 2011 - December 2013
Prairie Life Fitness Center November 2009 - February 2011
Prairie Life Fitness Center September 2008 - October 2009
Skills
Salesforce.com, Microsoft Office, Direct Sales, Account Management, Customer Service, Databases, Direct Marketing, Sales, Customer Retention, Cold Calling, Business Development, Networking, Coaching, Marketing, Leadership, Management, Team Building
Education
University of Nebraska at Omaha 2004 — 2007
BA, Advertising/PR
University of Nebraska-Lincoln 2002 — 2004
Peak Advisor Alliance December 2013 - Present
Infogroup February 2011 - December 2013
Prairie Life Fitness Center November 2009 - February 2011
Prairie Life Fitness Center September 2008 - October 2009
Skills
Salesforce.com, Microsoft Office, Direct Sales, Account Management, Customer Service, Databases, Direct Marketing, Sales, Customer Retention, Cold Calling, Business Development, Networking, Coaching, Marketing, Leadership, Management, Team Building
Education
University of Nebraska at Omaha 2004 — 2007
BA, Advertising/PR
University of Nebraska-Lincoln 2002 — 2004
Wendy Yemm's Peak Advisor Alliance Experience 2009 - February 2014
Job
Industry Events Services
Experience
McHenry County College March 2014 - Present
Independent Financial Planning Firm March 2009 - February 2014
Peak Advisor Alliance 2009 - February 2014
Crystal Lake Jaycees March 2008 - December 2013
Centegra Health System February 2011 - September 2011
Castle Bank 2007 - 2009
Skills
Fundraising, Event Planning, Marketing Communications, Public Relations, Nonprofits, Coaching, Event Management, Community Outreach, Leadership, Non-profits, Social Media, Marketing, Program Management, Volunteer Management, Management, Public Speaking, Microsoft Office, Strategic Planning, Customer Service, PowerPoint, Newsletters, Editing, Microsoft Word, Social Media Marketing, Public Health, Microsoft Excel, Marketing Strategy, Time Management
Education
Aurora University 2015 — 2017
Master of Business Administration (M.B.A.)
Northern Illinois University 2010 — 2013
Graduate Certificate, Public Health
Western Illinois University
Bachelor of Arts, Public Communication and Human Relations
McHenry County College March 2014 - Present
Independent Financial Planning Firm March 2009 - February 2014
Peak Advisor Alliance 2009 - February 2014
Crystal Lake Jaycees March 2008 - December 2013
Centegra Health System February 2011 - September 2011
Castle Bank 2007 - 2009
Skills
Fundraising, Event Planning, Marketing Communications, Public Relations, Nonprofits, Coaching, Event Management, Community Outreach, Leadership, Non-profits, Social Media, Marketing, Program Management, Volunteer Management, Management, Public Speaking, Microsoft Office, Strategic Planning, Customer Service, PowerPoint, Newsletters, Editing, Microsoft Word, Social Media Marketing, Public Health, Microsoft Excel, Marketing Strategy, Time Management
Education
Aurora University 2015 — 2017
Master of Business Administration (M.B.A.)
Northern Illinois University 2010 — 2013
Graduate Certificate, Public Health
Western Illinois University
Bachelor of Arts, Public Communication and Human Relations
Steve Sanduski, CFP®'s Peak Advisor Alliance Experience July 2012 - December 2012
Job
Industry Financial Services
Experience
Belay Advisor, LLC August 2012 - Present
Peak Advisor Alliance July 2012 - December 2012
Peak Advisor Alliance May 2001 - June 2012
Securities America, Inc. Member FINRA/SIPC 1993 - 1999
Call Interactive 1990 - 1993
Hewlett-Packard 1989 - 1990
Caterpillar Inc. 1984 - 1988
Education
Indiana University Bloomington
MBA
Illinois State University
B.S., Finance
College for Financial Planning
Certified Financial Planner
Belay Advisor, LLC August 2012 - Present
Peak Advisor Alliance July 2012 - December 2012
Peak Advisor Alliance May 2001 - June 2012
Securities America, Inc. Member FINRA/SIPC 1993 - 1999
Call Interactive 1990 - 1993
Hewlett-Packard 1989 - 1990
Caterpillar Inc. 1984 - 1988
Education
Indiana University Bloomington
MBA
Illinois State University
B.S., Finance
College for Financial Planning
Certified Financial Planner