Portico Benefit Services (formerly ELCA Board of Pensions)
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Portico Benefit Services (formerly ELCA Board of Pensions) Employees
Employee
Years
Job
Industry
Jeannine Patterson, MBA Jeannine Patterson, MBA's Portico Benefit Services (formerly ELCA Board of Pensions) Experience January 2012 - December 2012
Job DirectorRecruiting Strategy at Ameriprise Financial Services, Inc.
Industry Human Resources
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2013
Portico Benefit Services (formerly ELCA Board of Pensions) January 2012 - December 2012
Cargill May 2010 - January 2012
Ameriprise Financial 2008 - 2010
Ameriprise Financial Services, Inc. May 2007 - August 2008
Ameriprise Financial Services, Inc. September 2004 - April 2007
State Farm Insurance 2002 - 2004
State Farm Insurance 2001 - 2002
State Farm Insurance 1997 - 2001
Skills
Employee Relations, Collaboration, Talent Acquisition, Program Management, Performance Management, Recruiting, Process Improvement, Cross-functional Team..., Talent Management, Human Resources, Event Planning, Leadership Development, Business Process..., Training, Benefits Administration, Vendor Management, Call Center, Leadership, Business Analysis, Team Leadership, PeopleSoft, Account Management, Microsoft Excel, Operations Management, Insurance, Budgets, Customer Service, Management, Employee Training, Project Management, Building Relationships, Change Management, Strategic Planning, Coaching, Team Building, Strategy, Employee Benefits, Employee Engagement, Negotiation, Data Analysis, Organizational..., Policy
Education
Capella University 2011 — 2013
MBA, Business Administration and Management, General
Northern Illinois University 1990 — 1994
BA, Political Science
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. January 2013 - August 2013
Portico Benefit Services (formerly ELCA Board of Pensions) January 2012 - December 2012
Cargill May 2010 - January 2012
Ameriprise Financial 2008 - 2010
Ameriprise Financial Services, Inc. May 2007 - August 2008
Ameriprise Financial Services, Inc. September 2004 - April 2007
State Farm Insurance 2002 - 2004
State Farm Insurance 2001 - 2002
State Farm Insurance 1997 - 2001
Skills
Employee Relations, Collaboration, Talent Acquisition, Program Management, Performance Management, Recruiting, Process Improvement, Cross-functional Team..., Talent Management, Human Resources, Event Planning, Leadership Development, Business Process..., Training, Benefits Administration, Vendor Management, Call Center, Leadership, Business Analysis, Team Leadership, PeopleSoft, Account Management, Microsoft Excel, Operations Management, Insurance, Budgets, Customer Service, Management, Employee Training, Project Management, Building Relationships, Change Management, Strategic Planning, Coaching, Team Building, Strategy, Employee Benefits, Employee Engagement, Negotiation, Data Analysis, Organizational..., Policy
Education
Capella University 2011 — 2013
MBA, Business Administration and Management, General
Northern Illinois University 1990 — 1994
BA, Political Science
Kyle Beatty Kyle Beatty's Portico Benefit Services (formerly ELCA Board of Pensions) Experience June 2005 - May 2012
Job Representative
Industry Financial Services
Experience
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Fidelity Investments June 2013 - Present
Edward Jones February 2013 - May 2013
Retirement Planning and Education May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions) June 2005 - May 2012
Portico Benefit Services 2005 - 2012
US Bancorp June 2004 - March 2005
Charles Schwab June 2000 - June 2004
Wells Fargo March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood) January 1996 - March 1998
RBC Dain Rauscher June 1989 - December 1995
Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds
Education
University of Minnesota-Twin Cities 1984 — 1988
BA, Journalism
Jessica Midura, CPA Jessica Midura, CPA's Portico Benefit Services (formerly ELCA Board of Pensions) Experience October 2010 - Present
Job Assistant Controller
Industry Accounting
Experience
Portico Benefit Services (formerly ELCA Board of Pensions) October 2010 - Present
Portico Benefit Services (formerly ELCA Board of Pensions) November 2008 - October 2010
McGladrey & Pullen January 2008 - November 2008
McGladrey & Pullen November 2006 - December 2007
Grant Thornton LLP June 2006 - November 2006
Grant Thornton LLP September 2004 - June 2006
Skills
Accounting, Audit, Employee Benefits, Investments, Internal Controls, Net Asset Restrictions, A-133 Audits, Health Insurance, General Ledger..., Financial Reporting, Fund Accounting, Requirements Analysis, Subject Matter Experts, User Interface Design, Usability, Sarbanes-Oxley Act, Epicor, Razors Edge, Peachtree, QuickBooks, SDLC, Prophix, Microsoft Excel, Microsoft Word, Quality Control, GAAP, FASB, Fair Value, Process Improvement, Insurance, Revenue Recognition, Auditing, Financial Statements, Assurance, CPA, Finance, Financial Analysis, General Ledger, Financial Accounting, US GAAP, SEC filings, Sarbanes-Oxley
Education
University of St. Thomas School of Engineering 2010 — 2014
Software Management, Masters of Science, 3.8 GPA
University of St. Thomas School of Engineering 2010 — 2012
Certificate of Business Analysis, Software Management
Gustavus Adolphus College 2000 — 2004
Bachelor of Arts (BA), Accounting
Portico Benefit Services (formerly ELCA Board of Pensions) October 2010 - Present
Portico Benefit Services (formerly ELCA Board of Pensions) November 2008 - October 2010
McGladrey & Pullen January 2008 - November 2008
McGladrey & Pullen November 2006 - December 2007
Grant Thornton LLP June 2006 - November 2006
Grant Thornton LLP September 2004 - June 2006
Skills
Accounting, Audit, Employee Benefits, Investments, Internal Controls, Net Asset Restrictions, A-133 Audits, Health Insurance, General Ledger..., Financial Reporting, Fund Accounting, Requirements Analysis, Subject Matter Experts, User Interface Design, Usability, Sarbanes-Oxley Act, Epicor, Razors Edge, Peachtree, QuickBooks, SDLC, Prophix, Microsoft Excel, Microsoft Word, Quality Control, GAAP, FASB, Fair Value, Process Improvement, Insurance, Revenue Recognition, Auditing, Financial Statements, Assurance, CPA, Finance, Financial Analysis, General Ledger, Financial Accounting, US GAAP, SEC filings, Sarbanes-Oxley
Education
University of St. Thomas School of Engineering 2010 — 2014
Software Management, Masters of Science, 3.8 GPA
University of St. Thomas School of Engineering 2010 — 2012
Certificate of Business Analysis, Software Management
Gustavus Adolphus College 2000 — 2004
Bachelor of Arts (BA), Accounting
Allan Hart Allan Hart's Portico Benefit Services (formerly ELCA Board of Pensions) Experience June 2001 - Present
Job Administrative Assistant at Portico Benefit Services
Industry
Experience
Portico Benefit Services (formerly ELCA Board of Pensions) June 2001 - Present
Skills
PowerPoint, Editing, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Microsoft CRM, Outlook, Customer Service, Data Entry, Teamwork, Nonprofits, Access
Education
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Portico Benefit Services (formerly ELCA Board of Pensions) June 2001 - Present
Skills
PowerPoint, Editing, Microsoft Office, Research, Microsoft Excel, Microsoft Word, Microsoft CRM, Outlook, Customer Service, Data Entry, Teamwork, Nonprofits, Access
Education
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Elizabeth (Beth) Erdahl's Portico Benefit Services (formerly ELCA Board of Pensions) Experience March 2010 - March 2012
Job Consulting Support Coordinator at Health Dimensions Group
Industry Hospital & Health Care
Experience
Health Dimensions Group June 2015 - Present
Meeting challenges and getting the job done. November 2014 - June 2015
Faegre Baker Daniels LLP June 2012 - November 2014
Meeting challenges and getting the job done. March 2012 - June 2012
Portico Benefit Services (formerly ELCA Board of Pensions) March 2010 - March 2012
Northwest Airlines September 2007 - September 2009
Northwest Airlines October 2002 - September 2007
Northwest Airlines July 1989 - October 2002
Northwest Airlines July 1985 - July 1989
Skills
Exceptionally well..., Flexibility, Pro-Active, HTML, Dreamweaver, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, Data Entry, Management, Customer Service, Administrative..., Outlook, Microsoft Office, Time Management, Team Leadership, Customer Satisfaction, Project Management, Team Building, Recruiting, Aviation, Software Documentation, Emergency Planning, Payroll, Human Resources, Employee Benefits, Administrative...
Education
Concordia College
Bachelor’s Degree, Professional Business
Health Dimensions Group June 2015 - Present
Meeting challenges and getting the job done. November 2014 - June 2015
Faegre Baker Daniels LLP June 2012 - November 2014
Meeting challenges and getting the job done. March 2012 - June 2012
Portico Benefit Services (formerly ELCA Board of Pensions) March 2010 - March 2012
Northwest Airlines September 2007 - September 2009
Northwest Airlines October 2002 - September 2007
Northwest Airlines July 1989 - October 2002
Northwest Airlines July 1985 - July 1989
Skills
Exceptionally well..., Flexibility, Pro-Active, HTML, Dreamweaver, Microsoft Word, Microsoft Excel, PowerPoint, Budgets, Data Entry, Management, Customer Service, Administrative..., Outlook, Microsoft Office, Time Management, Team Leadership, Customer Satisfaction, Project Management, Team Building, Recruiting, Aviation, Software Documentation, Emergency Planning, Payroll, Human Resources, Employee Benefits, Administrative...
Education
Concordia College
Bachelor’s Degree, Professional Business
Nathan Ellsworth's Portico Benefit Services (formerly ELCA Board of Pensions) Experience February 2008 - Present
Job Investment Performance Analyst at Portico Benefit Services
Industry Investment Management
Experience
Portico Benefit Services (formerly ELCA Board of Pensions) February 2008 - Present
Advantus Capital July 2002 - February 2008
Skills
Performance Attribution, Asset Allocation, Valuation, Equity Research
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
Minnesota State University, Mankato 1996 — 2002
Bachelor of Science (B.S.), Finance, General
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Marketing
Portico Benefit Services (formerly ELCA Board of Pensions) February 2008 - Present
Advantus Capital July 2002 - February 2008
Skills
Performance Attribution, Asset Allocation, Valuation, Equity Research
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
Minnesota State University, Mankato 1996 — 2002
Bachelor of Science (B.S.), Finance, General
Minnesota State University, Mankato 1996 — 2000
Bachelor of Science (B.S.), Marketing
Donna Viland's Portico Benefit Services (formerly ELCA Board of Pensions) Experience March 2008 - February 2011
Job Information Manager at Short Elliott Hendrickson Inc
Industry Civil Engineering
Experience
Short Elliott Hendrickson Inc February 2013 - Present
WriteMasters 2011 - 2013
General Mills 2012 - 2012
J&B Group 2011 - 2012
Portico Benefit Services (formerly ELCA Board of Pensions) March 2008 - February 2011
Minnesota Council for Quality January 2009 - December 2009
Bethel Church; Fargo, ND September 2005 - November 2007
Microsoft 2003 - 2004
Microsoft 1999 - 2001
Blue Cross Blue Shield of Minnesota 1995 - 1997
Skills
Records and information..., Process ..., Taxonomy development, Business forms design..., SharePoint, Software Documentation, Technical Writing, Marketing Communications, Content Management, Editing, Case Studies, Instructional Design, Document Management, Taxonomy, Management Consulting, Training, Management, Project Management, Visio
Education
University of Minnesota-Twin Cities 1982 — 1993
B.S., Technical Communication
American Public University System
MS, Management-Strategic Consulting
Short Elliott Hendrickson Inc February 2013 - Present
WriteMasters 2011 - 2013
General Mills 2012 - 2012
J&B Group 2011 - 2012
Portico Benefit Services (formerly ELCA Board of Pensions) March 2008 - February 2011
Minnesota Council for Quality January 2009 - December 2009
Bethel Church; Fargo, ND September 2005 - November 2007
Microsoft 2003 - 2004
Microsoft 1999 - 2001
Blue Cross Blue Shield of Minnesota 1995 - 1997
Skills
Records and information..., Process ..., Taxonomy development, Business forms design..., SharePoint, Software Documentation, Technical Writing, Marketing Communications, Content Management, Editing, Case Studies, Instructional Design, Document Management, Taxonomy, Management Consulting, Training, Management, Project Management, Visio
Education
University of Minnesota-Twin Cities 1982 — 1993
B.S., Technical Communication
American Public University System
MS, Management-Strategic Consulting
Josh Stieler, CFA's Portico Benefit Services (formerly ELCA Board of Pensions) Experience August 2004 - Present
Job Senior Investment Manager at Portico Benefit Services (formerly ELCA Board of Pensions)
Industry Investment Management
Experience
Portico Benefit Services (formerly ELCA Board of Pensions) August 2004 - Present
Strong Capital Management June 2002 - July 2004
Skills
Asset Allocation, Investment Strategies, Asset Management, Investments, Mutual Funds, Alternative Investments, Investment Management
Education
University of Minnesota - Carlson School of Management 2005 — 2009
MBA, Finance
University of Wisconsin-Eau Claire 1998 — 2002
BBA, Finance
Portico Benefit Services (formerly ELCA Board of Pensions) August 2004 - Present
Strong Capital Management June 2002 - July 2004
Skills
Asset Allocation, Investment Strategies, Asset Management, Investments, Mutual Funds, Alternative Investments, Investment Management
Education
University of Minnesota - Carlson School of Management 2005 — 2009
MBA, Finance
University of Wisconsin-Eau Claire 1998 — 2002
BBA, Finance
Carol Mashuga's Portico Benefit Services (formerly ELCA Board of Pensions) Experience April 1999 - February 2011
Job Business Owner at Havenview Silks
Industry Human Resources
Experience
Havenview Silks November 2013 - Present
Portico Benefit Services (formerly ELCA Board of Pensions) April 1999 - February 2011
Education
Carlson School of Management, University of Minnesota
Master of Arts in Industrial Relations, coursework completed
University of Minnesota-Twin Cities
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education Program
Havenview Silks November 2013 - Present
Portico Benefit Services (formerly ELCA Board of Pensions) April 1999 - February 2011
Education
Carlson School of Management, University of Minnesota
Master of Arts in Industrial Relations, coursework completed
University of Minnesota-Twin Cities
Bachelor of Arts
Wharton School, University of Pennsylvania
Executive Education Program
Hillary Bayard, MBA's Portico Benefit Services (formerly ELCA Board of Pensions) Experience March 2012 - August 2014
Job Business Intelligence Analyst at Portico Benefit Services
Industry Construction
Experience
Portico Benefit Services September 2014 - Present
Portico Benefit Services (formerly ELCA Board of Pensions) March 2012 - August 2014
Pella Windows & Doors October 2010 - March 2012
Sysco October 2009 - September 2010
Sysco July 2007 - September 2009
Sysco May 2005 - June 2007
Skills
Accounting, Forecasting, Financial Analysis, Budgeting, Excel, Process Improvement, Financial Reporting, Problem Solving, Audit, Kaizen, Team Leadership, PowerPoint, VBA, Exceptional People..., Microsoft Excel, Budgets, Finance, Customer Service, Auditing, Analysis
Education
Bethel University 2010 — 2012
MBA, Business
University of Wisconsin-Whitewater 2000 — 2004
BBA, Accounting
Portico Benefit Services September 2014 - Present
Portico Benefit Services (formerly ELCA Board of Pensions) March 2012 - August 2014
Pella Windows & Doors October 2010 - March 2012
Sysco October 2009 - September 2010
Sysco July 2007 - September 2009
Sysco May 2005 - June 2007
Skills
Accounting, Forecasting, Financial Analysis, Budgeting, Excel, Process Improvement, Financial Reporting, Problem Solving, Audit, Kaizen, Team Leadership, PowerPoint, VBA, Exceptional People..., Microsoft Excel, Budgets, Finance, Customer Service, Auditing, Analysis
Education
Bethel University 2010 — 2012
MBA, Business
University of Wisconsin-Whitewater 2000 — 2004
BBA, Accounting