PolicyWorks, LLC
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PolicyWorks, LLC Employees
Employee
Years
Job
Industry
Kale Knisley Kale Knisley's PolicyWorks, LLC Experience January 2013 - June 2013
Job Assistant Corporate Counsel at Stanley Consultants Global Engineering Service Provider
Industry Design
Experience
Stanley Consultants - Global Engineering Service Provider August 2015 - Present
Iowa Senior Planning, LLC August 2013 - Present
Charles F. Day and Associates, LLC May 2013 - August 2015
Drake University Legal Clinic January 2013 - June 2013
PolicyWorks, LLC January 2013 - June 2013
Brown for Iowa September 2012 - November 2012
Briarwood Country Club May 2012 - October 2012
Grinnell College Security Office September 2007 - May 2011
Solomon, Grindle, Silverman, & Wintringer P.C. May 2010 - August 2010
Twin Lakes Golf and Country Club April 2005 - August 2009
Skills
Legal Research, Research, Legal Writing, Public Speaking, Time Management, Editing, Policy, Courts, Microsoft Office, Litigation, Volunteer Management, Public Policy, Policy Analysis, Microsoft Excel, Microsoft Word, Negotiation, Community Outreach, Social Media, Political Campaigns, PowerPoint, Politics, Contract Law, Corporate Law, Employment Law, Westlaw
Education
Drake University Law School 2011 — 2014
Juris Doctor (J.D.), May 2014, High Honors
Grinnell College 2007 — 2011
Bachelor of Arts, History
Rockwell City-Lytton High School 2003 — 2007
High School, Valedictorian
Stanley Consultants - Global Engineering Service Provider August 2015 - Present
Iowa Senior Planning, LLC August 2013 - Present
Charles F. Day and Associates, LLC May 2013 - August 2015
Drake University Legal Clinic January 2013 - June 2013
PolicyWorks, LLC January 2013 - June 2013
Brown for Iowa September 2012 - November 2012
Briarwood Country Club May 2012 - October 2012
Grinnell College Security Office September 2007 - May 2011
Solomon, Grindle, Silverman, & Wintringer P.C. May 2010 - August 2010
Twin Lakes Golf and Country Club April 2005 - August 2009
Skills
Legal Research, Research, Legal Writing, Public Speaking, Time Management, Editing, Policy, Courts, Microsoft Office, Litigation, Volunteer Management, Public Policy, Policy Analysis, Microsoft Excel, Microsoft Word, Negotiation, Community Outreach, Social Media, Political Campaigns, PowerPoint, Politics, Contract Law, Corporate Law, Employment Law, Westlaw
Education
Drake University Law School 2011 — 2014
Juris Doctor (J.D.), May 2014, High Honors
Grinnell College 2007 — 2011
Bachelor of Arts, History
Rockwell City-Lytton High School 2003 — 2007
High School, Valedictorian
Chelsea Francisco, CPA Chelsea Francisco, CPA's PolicyWorks, LLC Experience December 2010 - October 2011
Job Senior in Financial Accounting Advisory Services at EY
Industry Accounting
Experience
EY August 2015 - Present
DICE July 2013 - Present
Ernst & Young September 2011 - July 2013
PolicyWorks LLC December 2010 - October 2011
Marsh May 2010 - August 2010
Grand View University May 2009 - May 2010
Skills
Budgets, Auditing, Finance, Financial Reporting, Accounting, Journal Entries, Bank Reconciliation, Financial Analysis, Accounts Payable, Microsoft Excel, Invoicing, PowerPoint, US GAAP, Microsoft Office, Financial Accounting, Financial Statements
Education
Grand View College 2008 — 2011
Bachelor of Arts (B.A.), Accounting & Finance
Iowa State University 2007 — 2008
None, Pre-Business
Central Campus 2006 — 2007
None, Radio & TV Production
Dallas Center-Grimes high School 2003 — 2007
EY August 2015 - Present
DICE July 2013 - Present
Ernst & Young September 2011 - July 2013
PolicyWorks LLC December 2010 - October 2011
Marsh May 2010 - August 2010
Grand View University May 2009 - May 2010
Skills
Budgets, Auditing, Finance, Financial Reporting, Accounting, Journal Entries, Bank Reconciliation, Financial Analysis, Accounts Payable, Microsoft Excel, Invoicing, PowerPoint, US GAAP, Microsoft Office, Financial Accounting, Financial Statements
Education
Grand View College 2008 — 2011
Bachelor of Arts (B.A.), Accounting & Finance
Iowa State University 2007 — 2008
None, Pre-Business
Central Campus 2006 — 2007
None, Radio & TV Production
Dallas Center-Grimes high School 2003 — 2007
Andrea Stritzke Andrea Stritzke's PolicyWorks, LLC Experience December 2006 - September 2014
Job Lending Compliance
Industry Banking
Experience
CUNA Mutual Group September 2014 - Present
PolicyWorks, LLC December 2006 - September 2014
Skills
Loans, Credit Unions, Credit, Banking, Credit Analysis, Financial Institutions, Credit Cards, Bank Secrecy Act, Financial Services, Mortgage Lending, Consumer Lending, OFAC, Executive Management, Banking Law, Deposits, AML
Education
University of Nebraska College of Law 2000 — 2003
Juris doctorate, Law
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
CUNA Mutual Group September 2014 - Present
PolicyWorks, LLC December 2006 - September 2014
Skills
Loans, Credit Unions, Credit, Banking, Credit Analysis, Financial Institutions, Credit Cards, Bank Secrecy Act, Financial Services, Mortgage Lending, Consumer Lending, OFAC, Executive Management, Banking Law, Deposits, AML
Education
University of Nebraska College of Law 2000 — 2003
Juris doctorate, Law
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Brian Godwin Brian Godwin's PolicyWorks, LLC Experience October 2012 - Present
Job Director of Regulatory Compliance at PolicyWorks LLC
Industry Banking
Experience
PolicyWorks LLC October 2012 - Present
Skills
Loans, Credit Unions, Credit, Commercial Lending, AML, KYC, Compliance, Bank Secrecy Act, Operational Risk, Financial Institutions, Consumer Lending, Fraud, Anti Money Laundering
Education
Buena Vista University
Bachelor's degree
PolicyWorks LLC October 2012 - Present
Skills
Loans, Credit Unions, Credit, Commercial Lending, AML, KYC, Compliance, Bank Secrecy Act, Operational Risk, Financial Institutions, Consumer Lending, Fraud, Anti Money Laundering
Education
Buena Vista University
Bachelor's degree
Jessica Maldonado Jessica Maldonado's PolicyWorks, LLC Experience October 2014 - Present
Job Public Affairs Manager at PolicyWorks LLC
Industry Public Relations and Communications
Experience
PolicyWorks LLC October 2014 - Present
Greater Des Moines Partnership January 2008 - October 2014
Greater Des Moines Partnership August 2005 - January 2008
Downtown Community Alliance May 2005 - August 2005
Truman State University Office of Public Relations August 2004 - May 2005
Skills
Community Development, Non-profits, Fundraising, Event Planning, Public Relations, Community Outreach, Management, Nonprofits, Leadership, Marketing Communications, Event Management, Business Development, Grant Writing, Leadership Development, Public Speaking, Marketing, Social Networking, Organizational..., Volunteer Management, Strategic Planning, Social Media, Strategic Communications, Media Relations, Social Media Marketing, Grants
Education
Truman State University 2001 — 2005
Bachelor of Arts (B.A.), Communication: Journalism
PolicyWorks LLC October 2014 - Present
Greater Des Moines Partnership January 2008 - October 2014
Greater Des Moines Partnership August 2005 - January 2008
Downtown Community Alliance May 2005 - August 2005
Truman State University Office of Public Relations August 2004 - May 2005
Skills
Community Development, Non-profits, Fundraising, Event Planning, Public Relations, Community Outreach, Management, Nonprofits, Leadership, Marketing Communications, Event Management, Business Development, Grant Writing, Leadership Development, Public Speaking, Marketing, Social Networking, Organizational..., Volunteer Management, Strategic Planning, Social Media, Strategic Communications, Media Relations, Social Media Marketing, Grants
Education
Truman State University 2001 — 2005
Bachelor of Arts (B.A.), Communication: Journalism
Chris Collver Chris Collver's PolicyWorks, LLC Experience April 2015 - Present
Job Director, Compliance Services & Development at PolicyWorks LLC
Industry Banking
Experience
PolicyWorks LLC April 2015 - Present
Altura Credit Union December 2012 - April 2015
California and Nevada Credit Union Leagues August 2012 - December 2012
California and Nevada Credit Union Leagues May 2005 - August 2012
California and Nevada Credit Union Leagues April 2000 - May 2005
Skills
Compliance, Enterprise Risk..., Risk Management, Legal Compliance, Regulatory Analysis, Research, Technical Writing, Financial Services, Banking, Policy, Public Speaking, Legislative Relations, Leadership, Strategic Planning, Nonprofits, Policy Analysis, Loans, Executive Management, Financial Analysis, Credit Unions, Credit
Education
California Baptist University 2001 — 2003
Bachelor of Arts (BA), Business Administration
PolicyWorks LLC April 2015 - Present
Altura Credit Union December 2012 - April 2015
California and Nevada Credit Union Leagues August 2012 - December 2012
California and Nevada Credit Union Leagues May 2005 - August 2012
California and Nevada Credit Union Leagues April 2000 - May 2005
Skills
Compliance, Enterprise Risk..., Risk Management, Legal Compliance, Regulatory Analysis, Research, Technical Writing, Financial Services, Banking, Policy, Public Speaking, Legislative Relations, Leadership, Strategic Planning, Nonprofits, Policy Analysis, Loans, Executive Management, Financial Analysis, Credit Unions, Credit
Education
California Baptist University 2001 — 2003
Bachelor of Arts (BA), Business Administration
Lindsey Richardson, CUCE Lindsey Richardson, CUCE's PolicyWorks, LLC Experience October 2015 - Present
Job Compliance Officer at PolicyWorks LLC
Industry Banking
Experience
PolicyWorks LLC October 2015 - Present
PolicyWorks LLC December 2013 - October 2015
Great Western Bank October 2012 - December 2013
Bankers Trust December 2010 - October 2012
Bankers Trust November 2007 - December 2010
UP Connection Federal Credit Union 2005 - 2007
US Bank July 1999 - November 2003
Skills
Banking, ACH, Commercial Banking, Treasury Services, Risk Management, Leadership, Finance, Customer Satisfaction, Customer Retention, Training, Consumer Lending, Financial Analysis, Retail Banking, Compliance, Internet Banking, Wire Transfers, Research, Analysis, Consulting, Credit Unions, Financial Regulation, Financial Law, Bank Secrecy Act, Anti Money Laundering, Fraud, Fraud Detection, Customer Acquisition, Onboarding, Long Term Relationship..., Customer Product..., Corporate Blogging, Newsletter Production, News Writing, Mortgage Servicing, Advocacy, Group Presentations, Public Speaking
Education
Bellevue University 2002 — 2006
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Lewis Central
PolicyWorks LLC October 2015 - Present
PolicyWorks LLC December 2013 - October 2015
Great Western Bank October 2012 - December 2013
Bankers Trust December 2010 - October 2012
Bankers Trust November 2007 - December 2010
UP Connection Federal Credit Union 2005 - 2007
US Bank July 1999 - November 2003
Skills
Banking, ACH, Commercial Banking, Treasury Services, Risk Management, Leadership, Finance, Customer Satisfaction, Customer Retention, Training, Consumer Lending, Financial Analysis, Retail Banking, Compliance, Internet Banking, Wire Transfers, Research, Analysis, Consulting, Credit Unions, Financial Regulation, Financial Law, Bank Secrecy Act, Anti Money Laundering, Fraud, Fraud Detection, Customer Acquisition, Onboarding, Long Term Relationship..., Customer Product..., Corporate Blogging, Newsletter Production, News Writing, Mortgage Servicing, Advocacy, Group Presentations, Public Speaking
Education
Bellevue University 2002 — 2006
Bachelor of Science (B.S.), Marketing/Marketing Management, General
Lewis Central
Jaimie Miller, MPA Jaimie Miller, MPA's PolicyWorks, LLC Experience August 2009 - August 2010
Job Executive Director at Iowa Credit Union Foundation
Industry Nonprofit Organization Management
Experience
Iowa Credit Union Foundation January 2014 - Present
Wesley Life January 2012 - January 2014
Girl Scouts of Greater Iowa August 2010 - December 2011
PolicyWorks LLC August 2009 - August 2010
Senator Jeff Danielson January 2009 - May 2009
Skills
Social Networking, Team Building, Event Planning, Public Relations, Public Speaking, Grant Writing, Sponsorship Development, Advocacy, Fundraising, Social Media, Volunteer Management, Event Management, Community Outreach, Leadership, Philanthropy, Marketing, Government, Leadership Development, Nonprofits, Public Policy, Program Development, Legislative Relations, Marketing Communications, Customer Service, Politics, Non-profit..., Community Development, Grants
Education
Drake University 2009 — 2010
Masters, Public Administration
University of Northern Iowa 2005 — 2008
Political Science, Politics, Law, International Affairs
Iowa Credit Union Foundation January 2014 - Present
Wesley Life January 2012 - January 2014
Girl Scouts of Greater Iowa August 2010 - December 2011
PolicyWorks LLC August 2009 - August 2010
Senator Jeff Danielson January 2009 - May 2009
Skills
Social Networking, Team Building, Event Planning, Public Relations, Public Speaking, Grant Writing, Sponsorship Development, Advocacy, Fundraising, Social Media, Volunteer Management, Event Management, Community Outreach, Leadership, Philanthropy, Marketing, Government, Leadership Development, Nonprofits, Public Policy, Program Development, Legislative Relations, Marketing Communications, Customer Service, Politics, Non-profit..., Community Development, Grants
Education
Drake University 2009 — 2010
Masters, Public Administration
University of Northern Iowa 2005 — 2008
Political Science, Politics, Law, International Affairs
Jon Murphy Jon Murphy's PolicyWorks, LLC Experience July 2012 - Present
Job Director of Government Affairs at PolicyWorks, LLC
Industry Government Relations
Experience
PolicyWorks, LLC July 2012 - Present
Murphy Alliances March 2011 - June 2012
State of Iowa April 2007 - January 2011
Iowa State University January 2001 - March 2007
Skills
Strategic Planning, Internal Communications, Community Relations, Grassroots Advocacy, Legislative Advocacy, Project Planning, Program Management, External Relations, Budget Management, Oral & Written..., Public Speaking
Education
Iowa State University 1989 — 1994
Bachelor of Arts (B.A.), Political Science and Government
PolicyWorks, LLC July 2012 - Present
Murphy Alliances March 2011 - June 2012
State of Iowa April 2007 - January 2011
Iowa State University January 2001 - March 2007
Skills
Strategic Planning, Internal Communications, Community Relations, Grassroots Advocacy, Legislative Advocacy, Project Planning, Program Management, External Relations, Budget Management, Oral & Written..., Public Speaking
Education
Iowa State University 1989 — 1994
Bachelor of Arts (B.A.), Political Science and Government
Matthew Purdom's PolicyWorks, LLC Experience January 2012 - December 2012
Job Midland University
Industry Professional Training & Coaching
Experience
Midland University January 2015 - Present
Drake University March 2014 - January 2015
Mrs. Clarks's Foods January 2014 - August 2014
Community Business Lenders January 2013 - August 2013
PolicyWorks LLC January 2012 - December 2012
Wells Fargo Home Mortgage June 2012 - August 2012
Hy Vee May 2010 - May 2012
Gold Brothers Inc June 2009 - January 2010
Immaculate Conception High School June 2008 - July 2009
Skills
Customer Service, Teamwork, Leadership, Finance, PowerPoint, Public Speaking, Microsoft Office, Constant Contact, Inter-personal, Task-oriented, Self-driven, Insurance, Facebook, Access, Microsoft Excel, Time Management, Sales, Social Media, Management
Education
Midland University 2015 — 2016
Master of Business Administration (M.B.A.)
Drake University 2009 — 2013
Bachelor of Science, Finance (Corporate Finance), Minor - Economics, Insurance
Immaculate Conception High School 2005 — 2009
Midland University January 2015 - Present
Drake University March 2014 - January 2015
Mrs. Clarks's Foods January 2014 - August 2014
Community Business Lenders January 2013 - August 2013
PolicyWorks LLC January 2012 - December 2012
Wells Fargo Home Mortgage June 2012 - August 2012
Hy Vee May 2010 - May 2012
Gold Brothers Inc June 2009 - January 2010
Immaculate Conception High School June 2008 - July 2009
Skills
Customer Service, Teamwork, Leadership, Finance, PowerPoint, Public Speaking, Microsoft Office, Constant Contact, Inter-personal, Task-oriented, Self-driven, Insurance, Facebook, Access, Microsoft Excel, Time Management, Sales, Social Media, Management
Education
Midland University 2015 — 2016
Master of Business Administration (M.B.A.)
Drake University 2009 — 2013
Bachelor of Science, Finance (Corporate Finance), Minor - Economics, Insurance
Immaculate Conception High School 2005 — 2009
Adam Bates's PolicyWorks, LLC Experience 2010 - May 2011
Job Associate Attorney at Peddicord Wharton Spencer Hook Barron & Wegman, LLP
Industry Law Practice
Experience
Peddicord Wharton Spencer Hook Barron & Wegman, LLP May 2011 - Present
PolicyWorks LLC 2010 - May 2011
Skills
Legal Research, Trial Practice, Workers Compensation, Westlaw, Trials, Personal Injury, Mediation, Litigation, Legal Writing, Legal Issues, Hearings, Courts, Civil Litigation, Appeals
Education
University of Nebraska College of Law 2007 — 2010
Juris Doctorate, Law
Drake University 2003 — 2007
Bachelor of Arts, Political Science and Theatre
Peddicord Wharton Spencer Hook Barron & Wegman, LLP May 2011 - Present
PolicyWorks LLC 2010 - May 2011
Skills
Legal Research, Trial Practice, Workers Compensation, Westlaw, Trials, Personal Injury, Mediation, Litigation, Legal Writing, Legal Issues, Hearings, Courts, Civil Litigation, Appeals
Education
University of Nebraska College of Law 2007 — 2010
Juris Doctorate, Law
Drake University 2003 — 2007
Bachelor of Arts, Political Science and Theatre
Erin O'Hern Erin O'Hern's PolicyWorks, LLC Experience June 2015 - Present
Job Regulatory Counsel at PolicyWorks LLC
Industry Financial Services
Experience
PolicyWorks LLC June 2015 - Present
PolicyWorks LLC March 2014 - June 2015
PolicyWorks LLC July 2011 - March 2014
Iowa Legal Aid August 2009 - July 2011
Education
University of Iowa College of Law 2006 — 2009
Doctor of Law (JD)
University of Iowa 2003 — 2006
Bachelor of Arts (BA), Political Science and Government
Phillips Academy Andover 1999 — 2003
High School
PolicyWorks LLC June 2015 - Present
PolicyWorks LLC March 2014 - June 2015
PolicyWorks LLC July 2011 - March 2014
Iowa Legal Aid August 2009 - July 2011
Education
University of Iowa College of Law 2006 — 2009
Doctor of Law (JD)
University of Iowa 2003 — 2006
Bachelor of Arts (BA), Political Science and Government
Phillips Academy Andover 1999 — 2003
High School
Sara Opie Sara Opie's PolicyWorks, LLC Experience January 2013 - June 2013
Job Public Relations Consultant
Industry Public Relations and Communications
Experience
Sara Opie Public Relations June 2012 - Present
PolicyWorks LLC January 2013 - June 2013
The Integer Group July 2003 - May 2012
Thomas C. Porter & Associates 1997 - 1999
Principal Financial Group 1992 - 1997
The White House 1989 - 1991
Governor Terry E. Branstad 1986 - 1988
Skills
Crisis Communications, Media Relations, Strategic Communications, Marketing Communications, Copywriting, Press Releases, Corporate Communications, Social Media, Speech Writing, Public Relations, Internal Communications, Newsletters, Blogging, Public Affairs, Integrated Marketing, Influencer Marketing
Education
Iowa State University 1982 — 1986
BA, Journalism, political science
1982 graduate, Indianola High School 1979 — 1982
Sara Opie Public Relations June 2012 - Present
PolicyWorks LLC January 2013 - June 2013
The Integer Group July 2003 - May 2012
Thomas C. Porter & Associates 1997 - 1999
Principal Financial Group 1992 - 1997
The White House 1989 - 1991
Governor Terry E. Branstad 1986 - 1988
Skills
Crisis Communications, Media Relations, Strategic Communications, Marketing Communications, Copywriting, Press Releases, Corporate Communications, Social Media, Speech Writing, Public Relations, Internal Communications, Newsletters, Blogging, Public Affairs, Integrated Marketing, Influencer Marketing
Education
Iowa State University 1982 — 1986
BA, Journalism, political science
1982 graduate, Indianola High School 1979 — 1982
Jennifer Anderson-Kapke, Esq.'s PolicyWorks, LLC Experience July 2013 - August 2015
Job Financial and Compliance Services Professional Seeking New Employment Opportunities
Industry Law Practice
Experience
PolicyWorks LLC July 2013 - August 2015
Wells Fargo May 2013 - July 2013
SPPG January 2013 - March 2013
Iowa State University Beginning Farmers Center & Iowa Concern Hotline June 2012 - January 2013
Drake University Legal Clinic June 2012 - December 2012
Office of the Attorney General - Iowa January 2012 - May 2012
Iowa House of Representatives January 2012 - April 2012
Iowa Civil Rights Commission February 2011 - May 2011
Aveda Institute November 2007 - August 2010
West Coast Bank April 2006 - November 2007
Skills
Team Leadership, Determination, Legislative Relations, Criminal Law, Legislative Research, Strategic Planning, Personable, Legal Research, Westlaw, Civil Litigation, Banking, Corporate Law, Litigation, Courts, Legislation, Public Policy, Administrative Law, Legal Issues, Policy, Policy Analysis, Legal Writing
Education
Drake University Law School 2010 — 2012
Juris Doctor, Business Law Certificate, Deans List
University of Oregon 2001 — 2003
Bachelor of Arts, Educational Studies
PolicyWorks LLC July 2013 - August 2015
Wells Fargo May 2013 - July 2013
SPPG January 2013 - March 2013
Iowa State University Beginning Farmers Center & Iowa Concern Hotline June 2012 - January 2013
Drake University Legal Clinic June 2012 - December 2012
Office of the Attorney General - Iowa January 2012 - May 2012
Iowa House of Representatives January 2012 - April 2012
Iowa Civil Rights Commission February 2011 - May 2011
Aveda Institute November 2007 - August 2010
West Coast Bank April 2006 - November 2007
Skills
Team Leadership, Determination, Legislative Relations, Criminal Law, Legislative Research, Strategic Planning, Personable, Legal Research, Westlaw, Civil Litigation, Banking, Corporate Law, Litigation, Courts, Legislation, Public Policy, Administrative Law, Legal Issues, Policy, Policy Analysis, Legal Writing
Education
Drake University Law School 2010 — 2012
Juris Doctor, Business Law Certificate, Deans List
University of Oregon 2001 — 2003
Bachelor of Arts, Educational Studies
Christopher Haner's PolicyWorks, LLC Experience April 2013 - Present
Job Compliance Officer at PolicyWorks LLC
Industry Financial Services
Experience
PolicyWorks LLC April 2013 - Present
Skills
Risk Management, Banking, Finance, Financial Services, Financial Analysis
Education
Northwest Missouri State University 1980 — 1984
Bachelor of Science (BS), Accounting
PolicyWorks LLC April 2013 - Present
Skills
Risk Management, Banking, Finance, Financial Services, Financial Analysis
Education
Northwest Missouri State University 1980 — 1984
Bachelor of Science (BS), Accounting