Prepare + Prosper
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Prepare + Prosper Employees
NeighborWorks Home Partners December 2014 - Present
Prepare + Prosper January 2014 - Present
Affinity Plus Federal Credit Union December 2011 - August 2014
Gustavus Office of Marketing and Communication February 2011 - May 2011
Gustavus Queers and Allies September 2010 - May 2011
Gustavus Campus Safety September 2007 - May 2011
Grassroots Campaigns June 2010 - August 2010
Gustavus Diversity Center February 2010 - May 2010
Two Fish Studios January 2010 - January 2010
Skills
Financial Coaching, Financial Services, Community Outreach, Customer Service, Budgeting, Mortgage Lending, Consumer Lending, Microsoft Office, Microsoft Word, Research, Leadership, Social Media, Final Cut Pro, PowerPoint, Social Media Outreach, Mac, Nonprofits, Fundraising, Marketing, Editing
Education
Gustavus Adolphus College 2007 — 2011
B.A., Communication Studies
Global Tax Network July 2014 - Present
Prepare + Prosper January 2013 - May 2014
Drazan, Henke and Associates February 2014 - April 2014
Skills
Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, R, RIA, Tax Research, Income Tax, Tax Preparation, Tax Accounting, Tax Law, International Tax, Tax Returns, Corporate Tax, Photoshop, Digital Photography, Photography, Financial Analysis, Finance, Time Management
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master's degree, Taxation
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science (BS), Economics
Mercer June 2015 - Present
Prepare + Prosper December 2014 - April 2015
Department of Economics, Illinois State University August 2012 - December 2014
AmeriCorps VISTA / FINANTA July 2013 - July 2014
Caribou Coffee March 2012 - July 2012
PSD Global Inc. June 2011 - August 2011
University of Minnesota September 2010 - May 2011
University of Minnesota June 2010 - August 2010
R.W. Kirchner and Associates June 2001 - September 2005
Skills
Economics, Data Analysis, Microsoft Excel, Microsoft Office, Economic and Community..., Spanish, Mathematics, Stata, SAS programming, Grant Writing, Fundraising
Education
Illinois State University 2012 — 2014
Master's Degree, Applied Economics
American University 2011 — 2011
None, Economic Policy and International Business
University of Minnesota-Twin Cities 2007 — 2011
B.S., Economics
Boulay January 2014 - Present
Prepare + Prosper June 2013 - October 2014
TRI-CAP January 2013 - April 2013
iBeach March 2009 - October 2012
Skills
Accounting, Finance, Tax Preparation, Tax Law, US GAAP, Business Ethics, Critical Thinking, Strategic Planning, Leadership, Collaboration, Customer Service, Communication, Organization, Research, Microsoft Excel, Microsoft Office, Time Management, Teamwork
Education
St. Cloud State University - Herberger Business School 2009 — 2013
Bachelor of Science, Accounting and Finance, Cum Laude
Prepare + Prosper December 2014 - Present
Working America March 2014 - December 2014
Working America June 2013 - March 2014
Teaching Assistant Program in France USA October 2012 - April 2013
Concordia Language Villages July 2012 - August 2012
BNU-HKBU United International College August 2011 - June 2012
Alliance for Retired Americans August 2010 - December 2010
Skills
Public Speaking, Community Outreach, Research, Editing, Event Planning, Volunteer Management, Event Management, Higher Education, Teaching, Tutoring, Microsoft Office, PowerPoint, Social Media, Fundraising, International Relations, French, Leadership, Marketing Strategy, Design
Education
Butler University 2007 — 2011
Bachelors of Arts, Sociology, French, Political Science
Université de Nice-Sophia Antipolis 2010 — 2010
Study Abroad
Monticello Sr High
Residential Science Resources, LLC September 2015 - Present
The Crooked Pint Ale House July 2012 - August 2015
Prepare + Prosper November 2014 - April 2015
Prepare + Prosper November 2013 - April 2014
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Time Management, Social Networking, Access
Education
Minneapolis Community and Technical College 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Accounting
University of Minnesota-Twin Cities 2010 — 2013
Psychology
U.S. Bank June 2015 - Present
AARP November 2014 - Present
Capricorn Investment Group - Capricorn Healthcare & Special Opportunities June 2014 - September 2014
Stanford Graduate School of Business February 2014 - May 2014
Prepare + Prosper November 2010 - November 2013
Minnesota Business Professionals of America November 2012 - October 2013
Gifted and Talented Teacher June 2013 - September 2013
Education
Stanford University
Bachelor of Arts (B.A.), Economics, Public Policy
University of Minnesota-Twin Cities 2006 — 2013
Eagan High School 2009 — 2013
Prepare + Prosper September 2014 - Present
Americorps CTEP September 2012 - August 2014
Lutheran Social Services of MN- Refugee Services January 2012 - January 2012
Luther College 2009 - 2012
Red Cross Malta February 2010 - May 2010
Skills
Microsoft Office, Microsoft Excel, Teaching, Volunteer Management, Research, Event Planning, PowerPoint, Facebook, Student Development, Microsoft Word, Public Speaking, Editing, Community Outreach, Social Media, Curriculum Design, Higher Education, Curriculum Development, Nonprofits, Student Affairs
Education
Luther College 2008 — 2012
Bachelor of Arts (B.A.), Anthropology and International Studies
Hennepin County June 2015 - Present
Prepare + Prosper December 2014 - April 2015
Page Productions June 2013 - December 2013
Magnetic Productions November 2012 - March 2013
Magnetic Productions March 2012 - August 2012
Page Productions September 2007 - October 2011
Edelman Productions 2005 - 2007
Twin Cities Public Television 1998 - 2003
Skills
Television, Post Production, Avid, Documentaries, Avid Media Composer, Producing, Video Production, Final Cut Pro, HD Video, Media Production, Broadcast, Video Editing, Video, Storytelling, Broadcast Television, Reality, Project Management, Team Management, FCP and AVID string-outs
Education
Dartmouth College
BA, Computer Science
UCLA Anderson School of Management
MBA
The Campus Service Cooperative - Minnesota State Colleges and Universities June 2014 - Present
The Campus Service Cooperative - Minnesota State Colleges and Universities December 2013 - May 2014
Minneapolis Community and Technical College June 2013 - May 2014
Prepare + Prosper 2013 - April 2014
Target August 2011 - August 2013
Walmart November 2010 - September 2011
Skills
Inventory Control, Inventory Management, Customer Service, Retail, Analysis, Microsoft Excel, Risk Reduction, Microsoft Office, Visio, Public Procurement, Hyperion EPM, PowerPoint, Logistics, Internal Controls, Business Process..., Problem Solving, Mac OS X, Windows, Purchase Orders, General Ledger, Accounts Payable, Accounts Receivable, Peachtree, Academic Tutoring, Data Analysis, Data Mapping, Business Analysis, Spend Analysis, Tax Preparation, Vendor Management, Vendor Relationships, Metrics
Education
Metropolitan State University 2014 — 2016
College of Individual Studies, Organizational Analysis, 3.68
Minneapolis Community and Technical College 2012 — 2014
Associate of Arts and Sciences (A.A.S.), Accounting, 3.47
Sparkmon & Associates, CPAs June 2013 - Present
Lurie, LLP January 2013 - April 2013
Youth Enterprise Foundation May 2012 - August 2012
Bethel University January 2012 - May 2012
Prepare + Prosper January 2012 - April 2012
The Cheesecake Factory August 2009 - May 2011
Skills
Tax Preparation, Statistics, Microsoft Office, Photography, Outlook, Tax, Databases, Management, Accounting, QuickBooks, Microsoft Excel, Time Management, Bank Reconciliation, Tax Returns, ProSystem fx Tax
Education
Bethel University 2007 — 2012
Bachelor of Arts, Accounting, Graduated
UnitedHealth Group May 2015 - Present
Bethel University September 2014 - Present
Prepare + Prosper January 2015 - April 2015
Milk Specialties Global July 2014 - March 2015
Knox Presbyterian Church June 2014 - August 2014
Lund Food Holdings, Inc. February 2012 - January 2014
Self-Employed 2009 - 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Time Management, Public Speaking, Teamwork, Customer Service, Social Media, Event Planning
Education
Bethel University 2014 — 2017
Bachelor of Science (B.S.), Accounting and Finance
University of Minnesota-Twin Cities 2013 — 2014
Minnehaha Academy 1999 — 2013
High School
Thomson Reuters February 2015 - Present
The Saint Paul Chamber Orchestra February 2014 - Present
Prepare + Prosper April 2012 - Present
Skills
Leadership, Analysis, Higher Education, Team Leadership, PowerPoint, Public Speaking, High Work Ethic, Marketing, Management, Strategic Leadership, Microsoft Excel, Microsoft Office, Team Building, Budgets, Community Outreach, Legislative Advocacy, Legal Writing, Teamwork, Government Relations, Legal Research, Ethics, Entrepreneurship, Apple Software
Education
University of Minnesota Law School 2013 — 2015
Juris Doctor (J.D.)
Temple University - James E. Beasley School of Law 2012 — 2013
Juris Doctor (J.D.), Philadelphia, PA
University of Minnesota-Duluth 2007 — 2011
BA: Political Science, Music, Duluth, MN, cum laude, with Distinction, Honor's Graduate
KPMG US August 2014 - Present
KPMG US June 2013 - August 2013
Prepare + Prosper January 2013 - April 2013
Holiday Inn Hotel & Suites January 2012 - January 2013
Skills
Microsoft Excel, Public Speaking, Customer Service, Business Development, Relationship Management, Microsoft Word, Microsoft Office, Teamwork, Accounting, Budgets, Financial Reporting, Financial Analysis, Financial Accounting
Education
University of St. Thomas 2011 — 2014
Bachelor's degree, Accounting
St. Cloud State University 2009 — 2011
Bachelor's degree, Accounting
Viking Trophies September 2012 - Present
Prepare + Prosper January 1996 - Present
CliftonLarsonAllen February 2010 - April 2012
N/A June 2001 - February 2010
eFunds 1999 - 2001
iDLX 2000 - 2000
Deluxe Corporation 1998 - 1999
Deluxe Corporation 1995 - 1997
Professional Resources International (PRI) 1994 - 1995
Cabletron 1993 - 1993
Skills
Accounting, Financial Accounting, Financial Reporting, Financial Analysis, Auditing, Tax Preparation, QuickBooks, General Ledger, Fixed Assets, Accounts Payable, Account Reconciliation, Tax
Education
Thunderbird School of Global Management 1992 — 1993
MIM, International Management
Valparaiso University 1985 — 1989
B.S., Accounting
Grant Thornton LLP June 2015 - Present
Prepare + Prosper January 2015 - Present
Deloitte May 2015 - July 2015
Loffler Companies June 2014 - July 2014
Deloitte June 2014 - June 2014
Excelsior Covenant Swimming Lessons June 2010 - August 2012
Skills
Financial Accounting, Marketing, Teamwork, Accounting, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Photoshop, Financial Analysis, English, Market Research, Public Speaking, Leadership, Team Leadership
Education
Bethel University 2012 — 2016
Bachelor of Science (B.S.), Accounting and Finance, Junior
Baker Tilly Virchow Krause, LLP January 2015 - Present
Baker Tilly Virchow Krause, LLP January 2014 - March 2014
Merrill Corporation May 2013 - November 2013
Gertens Greenhouses and Garden Center May 2009 - August 2012
Prepare + Prosper January 2012 - April 2012
Project for Pride in Living October 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Teamwork, Tax Preparation, Accounting, PowerPoint, Leadership, Retail, Analysis, Public Speaking, Management, Access
Education
University of Minnesota-Twin Cities 2014 — 2014
Master of Accounting (MAcc)
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Science in Business, Accounting
Emerge Community Development September 2015 - Present
Prepare + Prosper August 2015 - Present
Juxtaposition Arts September 2014 - August 2015
New Sector Alliance September 2014 - August 2015
WKAR Public Media April 2014 - August 2014
Community Economic Development Association of Michigan February 2014 - July 2014
Community Economic Development Association of Michigan July 2013 - July 2014
WKAR Public Media July 2011 - December 2013
Skills
Community Development, Community Outreach, Volunteer Management, International..., Community Engagement, Data Entry, Customer Service, Youth Development, Databases, Ethnography, Public Policy, Partner Development
Education
Michigan State University
Bachelor of Arts (B.A.) Anthropology and Bachelor of Arts (B.A.) International Development
Amherst H. Wilder Foundation December 2013 - Present
Prepare + Prosper January 2015 - April 2015
Mounds Park Academy May 2014 - October 2014
Wells Fargo Home Mortgage June 2013 - October 2013
University of Minnesota-Morris Campus February 2010 - May 2013
Ramsey County May 2012 - August 2012
Skills
Nonprofits, Social Services, Community Outreach, Youth Development, Case Management, Grants, Non-profit..., Community Organizing, Mental Health, Teamwork, Microsoft Excel, Social Media, Public Speaking, Customer Service, Microsoft Word, Microsoft Office
Education
University of Minnesota-Morris 2009 — 2013
Bachelor of Arts (B.A.)
Bethel University January 2014 - Present
EY June 2015 - August 2015
Prepare + Prosper January 2015 - April 2015
Grafton Parks and Recreation April 2013 - August 2013
Youth With A Mission Montana January 2010 - April 2013
Skills
Teaching, Microsoft Office, Microsoft Excel, Team Leadership, Non-profit..., Research, Communication, Overseas Experience, Cross-cultural Teams, Critical Thinking, Time Management, Leadership
Education
Bethel University 2013 — 2016
Bachelor of Science (BS), Accounting and Finance
TCF Bank August 2015 - Present
Prepare + Prosper January 2015 - Present
Metropolitan State University October 2014 - May 2015
Walkabout group Metropolitan State University -St Paul July 2014 - May 2015
Family Resource Network Metropolitan State University - St Paul July 2014 - May 2015
University of Houston- Center for Academic Support Assessment August 2012 - December 2013
Neighborhood Centers Inc. February 2012 - April 2012
Skills
Data Analysis, Teamwork, PowerPoint, Analysis, Testing, Microsoft Office, Access, Peachtree, Microsoft Dynamics, Visio, Leadership, Problem Solving, Taxwise application, Journal Entries, General Ledger, Cash Handling Experience, Outlook, Multi Tasking, Customer Service, Call Centers, Tourism, Events Coordination, Event Planning, Microsoft Excel, Time Management, Public Speaking, Microsoft Word
Education
Metropolitan State University 2014 — 2015
Bachelor's degree, Banking and Financial Support Services, 3.54
University of Houston, C.T. Bauer College of Business 2012 — 2014
Bachelor of Business Administration (BBA), Global Energy management
University of Minnesota May 2013 - Present
Prepare + Prosper January 2007 - Present
Prepare + Prosper June 2010 - April 2013
Prepare + Prosper February 2009 - June 2010
CliftonLarsonAllen June 2008 - January 2009
RBC Wealth Management May 2006 - August 2006
Skills
Customer Service, Software, Training, Collaborative Problem..., Leadership, Individual Tax..., Networking, Tax Research, Dedication to..., Close Attention to..., Program Management, Tax Preparation, Nonprofits, Fundraising, Program Development, Analysis, Auditing, Public Speaking
Education
Bethel University 2004 — 2008
B.S., Accounting and Finance
Prepare + Prosper September 2012 - Present
St. Paul Public Library- AmeriCorps September 2010 - August 2012
University of Minnesota Library August 2009 - August 2010
University of Minnesota Bookstore January 2008 - August 2010
Skills
Customer Service, Microsoft Office, Writing, Scheduling, Volunteer Management, Volunteer Training, Teaching Adults, Teamwork, Program Coordination, Curriculum Writing, Public Speaking, Referrals, General Office Duties, Curriculum Design, Editing, Process Scheduler, Nonprofits, Fundraising, Volunteer Income Tax..., Tax Preparation, Program Management
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Arts, Geography
State of Minnesota May 2014 - Present
State of Minnesota October 2013 - May 2014
Truman and Company June 2010 - July 2012
Prepare + Prosper December 2009 - April 2012
Skills
Accounting, GAAP, Nonprofits, Policy, Project Management, Government, Research, Strategic Planning, Program Management, Income Tax, Social Services
Education
Augsburg College 2003 — 2007
Bachelor's Degree, Accounting
Augsburg College 2003 — 2007
Minor, Business Administration
Prepare + Prosper May 2014 - Present
AccountAbility Minnesota April 2012 - May 2014
Council on Asian Pacific Minnesotans December 2010 - April 2012
University of St. Thomas January 2010 - December 2010
Asian Media Access October 2009 - December 2010
Skills
Youth Development, Community Organizing, Event Planning, Non-profits, Public Policy, Public Speaking, Policy Analysis, Research, Social Media, Nonprofits, Community Outreach, Leadership, Marketing, Volunteer Management, Policy, Fundraising
Education
University of Saint Thomas 2009 — 2011
MA, Public Policy and Int'l Leadership
University of Minnesota-Twin Cities 2001 — 2005
B.A., Asian American Studies, Sociology
National Chengchi University 2003 — 2004
Mandarin
Prepare + Prosper March 2013 - Present
Prepare + Prosper June 2010 - February 2013
League of Women Voters Minnesota September 2009 - May 2010
Center for Urban and Regional Affairs June 2009 - May 2010
Common Grounds Interdisciplinary Initiative 2008 - 2010
City of St. Paul June 2009 - August 2009
US Bancorp May 2007 - June 2009
Cerda for Clerk January 2007 - March 2007
Angie Paccione for Congress 2006 - 2006
Skills
Policy Analysis, Grants, Grant Writing, Program Development, Non-profits, Community Outreach, Fundraising, Volunteer Management, Public Policy, Event Planning, Public Speaking, Research, Program Evaluation, Nonprofits
Education
University of Minnesota-Twin Cities 2008 — 2010
MPP, Policy Analysis
University of Saint Thomas 2001 — 2005
Bachelor of science, Math economics
Prepare + Prosper May 2015 - Present
Interfraternity Council November 2014 - Present
Carlson School of Management January 2015 - May 2015
Interfraternity Council May 2014 - October 2014
Grainger June 2014 - August 2014
City of Edina May 2011 - June 2014
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Strategic Planning, Sailing, Social Media, Event Planning
Education
University of Minnesota - Carlson School of Management 2013 — 2017
Finance and Management Information Systems
Edina Senior High School 2010 — 2013
Prepare + Prosper August 2014 - Present
University of Minnesota July 2010 - June 2014
University of Pittsburgh School of Medicine 2008 - 2010
University of Pittsburgh School of Medicine 2006 - 2008
Northwestern University, Feinberg School of Medicine 2003 - 2006
Skills
Analysis, Data Analysis, Grant Writing, Coaching, Teaching, Life Sciences, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Research, Training, Troubleshooting
Education
Carleton College
Bachelor's Degree, Biology/Biological Sciences, General
University of Wisconsin-Madison
Doctor of Philosophy (Ph.D.), Cell/Cellular and Molecular Biology
Robert Half October 2014 - Present
Prepare + Prosper January 2014 - April 2014
Fairview Health Services August 2012 - November 2012
Fairview Health Services June 2007 - August 2012
Shriners Hospitals for Children August 2003 - June 2007
Ajilon Finance Solutions July 2003 - August 2003
Pro Staff Finance and Accounting February 2003 - May 2003
Minnesota Heart Clinic October 1998 - December 2002
University Affiliated Family Physicians November 1997 - October 1998
UCare May 1994 - October 1997
Skills
Healthcare, Epic Systems, Revenue Cycle, Hospitals, Healthcare Information..., Healthcare Management, HIPAA, Medicare, Process Improvement, Medical Terminology, Health Insurance, Managed Care, Microsoft Excel, Customer Service, Inpatient, Access, Crystal Reports, PASS, Rycan, Cerner, MedSoft, 3M Coding and..., HFS, EasyWorkpapers, Wells Fargo Check..., PeopleSoft, Great Plains Software, SBT, DISC, Peachtree, Fixed Asset Management, POS, CBISA, Kronos, Cyborg, Cognos, ADP Payroll, ADP ReportSmith, e_Time, Time Trak, Word, Word Perfect, Group Wise, Internet, Microsoft Explorer,..., IBM AS/400, NCR, Citrix, ADP HR Profile, Outpatient
Education
University of Saint Thomas - School of Business 1994 — 2000
Master of Business Administration (MBA), Healthcare
Miami University 1982 — 1986
Bachelor of Science (BS), Accounting
St. Paul College 2013 — 2013
Medical Insurance Coding Specialist/Coder
St. Paul College 2003 — 2005
Certificate, Medical Insurance Coding Specialist/Coder
College of St. Catherine 2006 — 2007
Certificate, Reimbursement Analyst
Animal Allies Humane Society December 2014 - Present
Allina Health March 2011 - September 2014
City of Saint Paul March 2010 - March 2011
Prepare + Prosper December 2008 - January 2011
Saint Paul Area Chamber of Commerce Charitable Foundation June 2006 - October 2008
BestPrep 2002 - 2006
Albert Lea Area Schools 1999 - 2001
Skills
Non-profits, Event Planning, Leadership, Volunteer Management, Fundraising, Public Speaking, Program Management, Organizational..., Event Management, Project Management, Program Development, Microsoft Office, Community Outreach, Strategic Planning, Nonprofits, Training, Government, Leadership Development
Education
University of Minnesota-Twin Cities 1997 — 1999
M.Ed, Art Education K-12
Gustavus Adolphus College 1993 — 1997
BA, Studio Art
Global Tax Network February 2015 - Present
Prepare + Prosper August 2014 - August 2015
Wells Fargo Home Mortgage April 2012 - January 2015
Liberty Tax Service January 2012 - April 2014
Skills
Accounting, Tax, Auditing, Internal Audit, Customer Service, Training, Internal Controls, Loans, Sales, Bank Reconciliation, CPA, Loan Servicing, Tax Returns, Research, Credit, Mortgage Lending, Banking, Credit Analysis, Mortgage Banking, Loan Origination, Financial Consulting
Education
University of Minnesota-Twin Cities 2015 — 2017
Master’s Degree, Business Taxation
University of Minnesota-Twin Cities 2014 — 2015
Professional Student - Nondegree Student
Stella Maris Polytechnic 2005 — 2009
Bachelor of Business Administration (BBA), Accounting
CBRE 2015 - Present
Prepare + Prosper 2014 - Present
Wells Fargo 2012 - 2013
TCF Bank 2010 - 2012
Manpower Staffing 2009 - 2009
Skills
Accounting, Public Speaking, Microsoft Excel, Microsoft Word, Leadership, Teamwork, PowerPoint, Customer Service, Outlook, Yardi, TaxWise, Call Centers, Residental Mortgage
Education
Anoka Ramsey Community College
Associate’s Degree, Accounting, 4.0
Minnesota State University, Mankato
Bachelor of Business Administration, Management, Marketing, & Industrial Relations, Minor: Economics, Cum Laude