PrimeVest Financial Services
Industry: Company
DescriptionHeadquarters: St. Cloud, MN Founded: 1984 Subsidiaries: Bancnorth Investment Group, Inc., Parent organization: Cetera Financial Group
PrimeVest Financial Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at PrimeVest Financial Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
PrimeVest Financial Services Salaries. You can even request information on how much does PrimeVest Financial Services pay if you want to. Learn about salaries, pros and cons of working for PrimeVest Financial Services directly from the past employees.
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PrimeVest Financial Services Employees
Employee
Years
Job
Industry
Bryan VantHof Bryan VantHof's PrimeVest Financial Services Experience October 1998 - January 2002
Job 6128653158
Industry Real Estate
Experience
REMAX Advantage Plus April 2013 - Present
Source Realty December 2011 - April 2013
fishMLS Realty February 2005 - December 2011
RBC Dain Rauscher January 2002 - February 2003
PrimeVest Financial Services October 1998 - January 2002
Skills
Real Estate, Real Estate Transactions, Residential Homes, Sellers, New Home Sales, Single Family Homes, Short Sales, First Time Home Buyers, REO, Finance, Commercial Real Estate, Highly Detailed, Analytical Skills, Small Business, Professional Experience, Diverse Background, Finance Background, Responsiveness, Adaptability, Entrepreneurship, Data Analysis, Work Well Independently, Empathy, Context, Logical Thinker, Best Practices, Independence, Mathematics, Investigative Research, Procedure Development, Organization, Realist, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Bethel University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.82
University of Minnesota-Twin Cities 2000 — 2002
Carlson School of Management - MBA, Finance, General
St. Cloud State University 1992 — 1996
Bachelor of Science, Finance
REMAX Advantage Plus April 2013 - Present
Source Realty December 2011 - April 2013
fishMLS Realty February 2005 - December 2011
RBC Dain Rauscher January 2002 - February 2003
PrimeVest Financial Services October 1998 - January 2002
Skills
Real Estate, Real Estate Transactions, Residential Homes, Sellers, New Home Sales, Single Family Homes, Short Sales, First Time Home Buyers, REO, Finance, Commercial Real Estate, Highly Detailed, Analytical Skills, Small Business, Professional Experience, Diverse Background, Finance Background, Responsiveness, Adaptability, Entrepreneurship, Data Analysis, Work Well Independently, Empathy, Context, Logical Thinker, Best Practices, Independence, Mathematics, Investigative Research, Procedure Development, Organization, Realist, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Bethel University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.82
University of Minnesota-Twin Cities 2000 — 2002
Carlson School of Management - MBA, Finance, General
St. Cloud State University 1992 — 1996
Bachelor of Science, Finance
Ryan Meier Ryan Meier's PrimeVest Financial Services Experience 2000 - 2002
Job Vice President at Signature Bank
Industry Banking
Experience
Signature Bank - Minnetonka, MN February 2003 - Present
M & I Bank - Commercial Real Estate Division 2000 - 2002
Century Bank National Association 2000 - 2002
PrimeVest Financial Services 2000 - 2002
Foster Klima & Co. 1999 - 2000
Skills
Financial Analysis, Banking, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Commercial Lending, Mortgage Lending, Credit, Financial Risk, Asset Based Lending, Relationship Management, SBA 504, Commercial Mortgages, SBA, Lines Of Credit, Project Finance, Letters of Credit, Commercial Real Estate, Consumer Lending, Private Banking, Loan Origination, Remote Deposit Capture, Credit Risk, Risk Management, Construction Loans, Real Estate Economics, Real Estate Financing, Asset Management, Finance, Debt Restructuring, Valuation, Cash Flow, Real Estate, Investment Properties
Education
Creighton University 1995 — 1999
Bachelor of Science in Business Administration, Finance
Benilde-St. Margaret's 1991 — 1995
High School
Signature Bank - Minnetonka, MN February 2003 - Present
M & I Bank - Commercial Real Estate Division 2000 - 2002
Century Bank National Association 2000 - 2002
PrimeVest Financial Services 2000 - 2002
Foster Klima & Co. 1999 - 2000
Skills
Financial Analysis, Banking, Loans, Credit Analysis, Commercial Banking, Small Business Lending, Portfolio Management, Commercial Lending, Mortgage Lending, Credit, Financial Risk, Asset Based Lending, Relationship Management, SBA 504, Commercial Mortgages, SBA, Lines Of Credit, Project Finance, Letters of Credit, Commercial Real Estate, Consumer Lending, Private Banking, Loan Origination, Remote Deposit Capture, Credit Risk, Risk Management, Construction Loans, Real Estate Economics, Real Estate Financing, Asset Management, Finance, Debt Restructuring, Valuation, Cash Flow, Real Estate, Investment Properties
Education
Creighton University 1995 — 1999
Bachelor of Science in Business Administration, Finance
Benilde-St. Margaret's 1991 — 1995
High School
Kevin Maas Kevin Maas's PrimeVest Financial Services Experience September 1995 - November 2009
Job President at Pohl Consulting and Training, Inc.
Industry Financial Services
Experience
Pohl Consulting and Training, Inc. March 2013 - Present
ING National Trust February 2009 - November 2012
PrimeVest Financial Services September 1995 - November 2009
Wolters Kluwer February 1990 - September 1995
Skills
Series 24, Securities, Investment Advisory, Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Risk Management, Executive Management, IRAs, AML, Financial Advisory, FINRA, Financial Services
Education
William Mitchell College of Law 1985 — 1988
Juris Doctorate
South Dakota State University 1976 — 1980
Bachelor of Science (B.S.), Education
Pohl Consulting and Training, Inc. March 2013 - Present
ING National Trust February 2009 - November 2012
PrimeVest Financial Services September 1995 - November 2009
Wolters Kluwer February 1990 - September 1995
Skills
Series 24, Securities, Investment Advisory, Wealth Management, Retirement Planning, Investments, Retirement, Estate Planning, Risk Management, Executive Management, IRAs, AML, Financial Advisory, FINRA, Financial Services
Education
William Mitchell College of Law 1985 — 1988
Juris Doctorate
South Dakota State University 1976 — 1980
Bachelor of Science (B.S.), Education
Kim Havens Kim Havens's PrimeVest Financial Services Experience 2002 - 2004
Job Executive Assistant at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. February 2004 - Present
PrimeVest Financial Services 2002 - 2004
Kalbaugh Pfund & Messersmith 1998 - 2002
Skills
Microsoft Office, Outlook, Concur, File Management, Administrative..., Microsoft Excel, Access, Expense Reports, PowerPoint, Microsoft Word, Travel Arrangements, Calendaring, Customer Service, Executive Support, Expense Management, Public Speaking
Education
University of Phoenix 2006 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Virginia Commonwealth University 1991 — 1992
Art History, Criticism and Conservation
Harris Williams & Co. February 2004 - Present
PrimeVest Financial Services 2002 - 2004
Kalbaugh Pfund & Messersmith 1998 - 2002
Skills
Microsoft Office, Outlook, Concur, File Management, Administrative..., Microsoft Excel, Access, Expense Reports, PowerPoint, Microsoft Word, Travel Arrangements, Calendaring, Customer Service, Executive Support, Expense Management, Public Speaking
Education
University of Phoenix 2006 — 2007
Associate of Science (A.S.), Business Administration and Management, General
Virginia Commonwealth University 1991 — 1992
Art History, Criticism and Conservation
Brandon Coppa Brandon Coppa's PrimeVest Financial Services Experience May 2005 - August 2005
Job Complex Operations Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2015 - Present
RBC Wealth Management 2013 - 2014
Collateral Risk Solutions 2009 - 2012
AXA Advisors 2008 - 2009
Pension Architects 2006 - 2007
PrimeVest Financial Services May 2005 - August 2005
Skills
Leadership, Coaching, Finance, Cross-functional Team..., Customer Service, CRM, Team Building, Management, Strategic Planning, Analysis, Microsoft Office, Sales
Education
Pepperdine University 2003 — 2007
Bachelor of Science (B.S.), Business Administration
RBC Wealth Management 2015 - Present
RBC Wealth Management 2013 - 2014
Collateral Risk Solutions 2009 - 2012
AXA Advisors 2008 - 2009
Pension Architects 2006 - 2007
PrimeVest Financial Services May 2005 - August 2005
Skills
Leadership, Coaching, Finance, Cross-functional Team..., Customer Service, CRM, Team Building, Management, Strategic Planning, Analysis, Microsoft Office, Sales
Education
Pepperdine University 2003 — 2007
Bachelor of Science (B.S.), Business Administration
Nicole Smith, MBA Nicole Smith, MBA's PrimeVest Financial Services Experience December 1999 - September 2000
Job
Industry Information Technology and Services
Experience
Mayo Clinic August 2014 - Present
Mayo Clinic January 2013 - August 2014
Mayo Clinic July 2011 - January 2013
Mayo Clinic July 2006 - July 2011
Pharmacy October 2002 - July 2006
Mayo Clinic October 2000 - October 2002
PrimeVest Financial Services December 1999 - September 2000
Stearns-Benton Employment and Training Council July 1999 - December 1999
Bankers Systems October 1997 - June 1999
Olmsted County January 1997 - June 1997
Skills
MS Project, Project Management, PMP, Project Planning, Project Coordination, Program Management, SharePoint, Process Improvement, Integration, Troubleshooting, Training, Access, Management, Software Documentation, Visio, Budgets, SDLC
Education
Capella University 2007 — 2009
MBA
Capella University 2003 — 2007
BS IT
Minnesota Riverland Technical College 1992 — 1993
Diploma
Mayo Clinic August 2014 - Present
Mayo Clinic January 2013 - August 2014
Mayo Clinic July 2011 - January 2013
Mayo Clinic July 2006 - July 2011
Pharmacy October 2002 - July 2006
Mayo Clinic October 2000 - October 2002
PrimeVest Financial Services December 1999 - September 2000
Stearns-Benton Employment and Training Council July 1999 - December 1999
Bankers Systems October 1997 - June 1999
Olmsted County January 1997 - June 1997
Skills
MS Project, Project Management, PMP, Project Planning, Project Coordination, Program Management, SharePoint, Process Improvement, Integration, Troubleshooting, Training, Access, Management, Software Documentation, Visio, Budgets, SDLC
Education
Capella University 2007 — 2009
MBA
Capella University 2003 — 2007
BS IT
Minnesota Riverland Technical College 1992 — 1993
Diploma
Matthew Thiemann Matthew Thiemann's PrimeVest Financial Services Experience June 2001 - June 2006
Job Financial Analyst at a Minneapolis Benefits Consulting Firm
Industry Financial Services
Experience
A Minneapolis Benefits Consulting Firm April 2012 - Present
Sterilmed March 2012 - March 2012
Medtronic February 2009 - December 2011
Clark Consulting September 2006 - October 2008
PrimeVest Financial Services June 2001 - June 2006
PFPC January 1996 - June 2000
Blair Companies 1994 - 1994
Skills
Analysis, Compliance, Process Improvement, Risk Management, Quality Assurance, Financial Analysis, Insurance, Finance, Project Management, Accounting, Business Planning, Competitive Analysis, Due Diligence, Employee Benefits, Strategy
Education
Augsburg College 1988 — 1990
BA,Biology (Chemistry minor), Biology, Chemistry, Marketing
Wartburg College 1985 — 1988
Biology/chemistry
West Lutheran High School 1981 — 1985
A Minneapolis Benefits Consulting Firm April 2012 - Present
Sterilmed March 2012 - March 2012
Medtronic February 2009 - December 2011
Clark Consulting September 2006 - October 2008
PrimeVest Financial Services June 2001 - June 2006
PFPC January 1996 - June 2000
Blair Companies 1994 - 1994
Skills
Analysis, Compliance, Process Improvement, Risk Management, Quality Assurance, Financial Analysis, Insurance, Finance, Project Management, Accounting, Business Planning, Competitive Analysis, Due Diligence, Employee Benefits, Strategy
Education
Augsburg College 1988 — 1990
BA,Biology (Chemistry minor), Biology, Chemistry, Marketing
Wartburg College 1985 — 1988
Biology/chemistry
West Lutheran High School 1981 — 1985
Ashley Langford's PrimeVest Financial Services Experience September 1994 - January 1997
Job Teacher at Greenville Middle School
Industry Education Management
Experience
Fort Dale Academy August 1998 - Present
PrimeVest Financial Services September 1994 - January 1997
Skills
Community Outreach, Teaching, Public Speaking, Educational Technology, Tutoring, Teacher Training, Curriculum Development, Social Studies, Microsoft Excel, Classroom, Customer Service, Differentiated..., Microsoft Office, Strategic Planning, Instructional Design, Literacy, Social Media, Leadership, Language Arts, Classroom Management, Lesson Planning, Editing, Fundraising, Public Relations, Writing
Education
Troy State University 1990 — 1993
MS Secondary Education-Social Studies
Auburn University 1980 — 1984
BS Business Administration
Fort Dale Academy August 1998 - Present
PrimeVest Financial Services September 1994 - January 1997
Skills
Community Outreach, Teaching, Public Speaking, Educational Technology, Tutoring, Teacher Training, Curriculum Development, Social Studies, Microsoft Excel, Classroom, Customer Service, Differentiated..., Microsoft Office, Strategic Planning, Instructional Design, Literacy, Social Media, Leadership, Language Arts, Classroom Management, Lesson Planning, Editing, Fundraising, Public Relations, Writing
Education
Troy State University 1990 — 1993
MS Secondary Education-Social Studies
Auburn University 1980 — 1984
BS Business Administration
Lee Brandt's PrimeVest Financial Services Experience 2002 - 2003
Job Aspiring JavaScript Superhero
Industry Computer Software
Experience
Paige Technologies March 2014 - Present
Kansas City Developer Conference December 2008 - Present
INETA North America March 2010 - June 2014
AdventureTech August 2009 - March 2014
Examinetics February 2008 - August 2009
Premier Studios January 2005 - February 2008
DataCore Marketing 2003 - 2005
PrimeVest Financial Services 2002 - 2003
Venturi Technology Partners 2001 - 2002
Primedia Business Magazines and Media 1999 - 2001
Skills
OOP, ASP.NET, C#, SQL Server, .NET, ASP.NET MVC, JavaScript, Advanced CSS, Microsoft SQL Server, BDD, Agile Methodologies, Software Development, Node.js, Web Services, Web Applications, Databases, iOS, jQuery Mobile, AJAX, Architecture, XML, Visual Studio, SQL, Scrum, LINQ, jQuery, Agile Project Management, NUnit, Enterprise Architecture, REST, Web Development, MVC, Architectures, Test Driven Development, ASP, Cloud Computing, Leadership
Education
10Gen Education 2013 — 2013
MongoDB 101 for Developers
Friends University 1999 — 2003
BS, Computer Information Systems
Paige Technologies March 2014 - Present
Kansas City Developer Conference December 2008 - Present
INETA North America March 2010 - June 2014
AdventureTech August 2009 - March 2014
Examinetics February 2008 - August 2009
Premier Studios January 2005 - February 2008
DataCore Marketing 2003 - 2005
PrimeVest Financial Services 2002 - 2003
Venturi Technology Partners 2001 - 2002
Primedia Business Magazines and Media 1999 - 2001
Skills
OOP, ASP.NET, C#, SQL Server, .NET, ASP.NET MVC, JavaScript, Advanced CSS, Microsoft SQL Server, BDD, Agile Methodologies, Software Development, Node.js, Web Services, Web Applications, Databases, iOS, jQuery Mobile, AJAX, Architecture, XML, Visual Studio, SQL, Scrum, LINQ, jQuery, Agile Project Management, NUnit, Enterprise Architecture, REST, Web Development, MVC, Architectures, Test Driven Development, ASP, Cloud Computing, Leadership
Education
10Gen Education 2013 — 2013
MongoDB 101 for Developers
Friends University 1999 — 2003
BS, Computer Information Systems
Arron Dieter Arron Dieter's PrimeVest Financial Services Experience May 2003 - December 2009
Job Financial Advisor
Industry Investment Management
Experience
Umpqua Investments, Inc. December 2009 - Present
PrimeVest Financial Services May 2003 - December 2009
Charles Schwab August 1997 - April 2003
Skills
Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Risk Management, Life Insurance, Long Term Care Insurance
Education
Arizona State University
BS
Umpqua Investments, Inc. December 2009 - Present
PrimeVest Financial Services May 2003 - December 2009
Charles Schwab August 1997 - April 2003
Skills
Personal Financial..., Retirement Planning, Investment Advisory..., Asset Allocation, Risk Management, Life Insurance, Long Term Care Insurance
Education
Arizona State University
BS
Renee Klein-Herges Renee Klein-Herges's PrimeVest Financial Services Experience October 2002 - October 2004
Job
Industry Logistics and Supply Chain
Experience
Creative Memories October 2004 - November 2013
Primevest Financial Services October 2002 - October 2004
Herberger's Department Store October 1996 - October 2000
Hergerger's Department Store October 1989 - October 1996
Liz Claiborne October 1986 - October 1988
Dayton-Hudson Department Store Company October 1985 - October 1986
Dayton-Hudson Department Store Company October 1984 - October 1985
Dayton-Hudson Department Store Company October 1981 - October 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Windows, Employee Training, Contract Negotiation, Contract Management, Retail Buying, Raw Materials Buying, PowerPoint, Strategic Sourcing, SAP, Team Building, Management, Team Leadership, Process Improvement
Education
St. Cloud State University
Bachelor of Science (BS), Management / Human Resources
St. Cloud State University
Bachelor of Science (BS), Marketing
Creative Memories October 2004 - November 2013
Primevest Financial Services October 2002 - October 2004
Herberger's Department Store October 1996 - October 2000
Hergerger's Department Store October 1989 - October 1996
Liz Claiborne October 1986 - October 1988
Dayton-Hudson Department Store Company October 1985 - October 1986
Dayton-Hudson Department Store Company October 1984 - October 1985
Dayton-Hudson Department Store Company October 1981 - October 1984
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, Windows, Employee Training, Contract Negotiation, Contract Management, Retail Buying, Raw Materials Buying, PowerPoint, Strategic Sourcing, SAP, Team Building, Management, Team Leadership, Process Improvement
Education
St. Cloud State University
Bachelor of Science (BS), Management / Human Resources
St. Cloud State University
Bachelor of Science (BS), Marketing
Jamie van der Hagen Jamie van der Hagen's PrimeVest Financial Services Experience August 1996 - March 2000
Job Experienced Director Software Marketing Product Management
Industry Financial Services
Experience
Wolters Kluwer Financial Services January 2010 - Present
Wolters Kluwer Financial Services October 2002 - January 2010
Wolters Kluwer Financial Services March 2001 - October 2002
Financial Network March 2000 - March 2001
PrimeVest Financial Services August 1996 - March 2000
Ameriprise Financial Services, Inc. FKA American Express Financial Advisors August 1994 - August 1996
Skills
B2B, Agile, Pragmatic Marketing, Indirect Management, Direct Management, P&L responsibility, Strategic Planning, Forecasting, Marketing Strategy, Requirements Management, Product Vision, Budget Management, Cross-functional Team..., Agile Methodologies, Segmentation, Contract Negotiation, B2B Marketing, Software Development..., Market Sizing, Product Management, Strategic Partnerships, Financial Services, Product Marketing, Solution Selling, Marketing, Banking, Salesforce.com, CRM, Lead Generation, Competitive Analysis, Strategy, Executive Management, Go-to-market Strategy, Sales Process, Enterprise Software, Product Launch, Start-ups, Business Analysis, Business Development, Business Process..., Strategic Leadership, Strategic Financial..., P
Education
Saint John's University 1990 — 1994
Bachelors, Communication
Pragmatic Marketing 2005 — 2005
PMC, Pragmatic Marketing Certification
Kellogg School of Management 2009 — 2009
Driving Organic Top Line Growth
Wolters Kluwer Financial Services January 2010 - Present
Wolters Kluwer Financial Services October 2002 - January 2010
Wolters Kluwer Financial Services March 2001 - October 2002
Financial Network March 2000 - March 2001
PrimeVest Financial Services August 1996 - March 2000
Ameriprise Financial Services, Inc. FKA American Express Financial Advisors August 1994 - August 1996
Skills
B2B, Agile, Pragmatic Marketing, Indirect Management, Direct Management, P&L responsibility, Strategic Planning, Forecasting, Marketing Strategy, Requirements Management, Product Vision, Budget Management, Cross-functional Team..., Agile Methodologies, Segmentation, Contract Negotiation, B2B Marketing, Software Development..., Market Sizing, Product Management, Strategic Partnerships, Financial Services, Product Marketing, Solution Selling, Marketing, Banking, Salesforce.com, CRM, Lead Generation, Competitive Analysis, Strategy, Executive Management, Go-to-market Strategy, Sales Process, Enterprise Software, Product Launch, Start-ups, Business Analysis, Business Development, Business Process..., Strategic Leadership, Strategic Financial..., P
Education
Saint John's University 1990 — 1994
Bachelors, Communication
Pragmatic Marketing 2005 — 2005
PMC, Pragmatic Marketing Certification
Kellogg School of Management 2009 — 2009
Driving Organic Top Line Growth
David Rudolph David Rudolph's PrimeVest Financial Services Experience January 2011 - April 2013
Job Looking for Analyst work in Charleston, SC.
Industry Financial Services
Experience
Bank Financial January 2011 - April 2013
PrimeVest Financial Services January 2011 - April 2013
Charter One Bank December 2006 - January 2011
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Mortgage Lending, Portfolio Management, Loan Origination, Lines Of Credit, Financial Analysis, Cross Selling, Credit Risk, Cash Management, Investments, Mortgage Banking, Underwriting
Education
Southern Illinois University, Carbondale 2001 — 2006
BS, Finance
Bank Financial January 2011 - April 2013
PrimeVest Financial Services January 2011 - April 2013
Charter One Bank December 2006 - January 2011
Skills
Loans, Credit, Banking, Credit Analysis, Commercial Banking, Commercial Lending, Small Business Lending, Consumer Lending, Retail Banking, Mortgage Lending, Portfolio Management, Loan Origination, Lines Of Credit, Financial Analysis, Cross Selling, Credit Risk, Cash Management, Investments, Mortgage Banking, Underwriting
Education
Southern Illinois University, Carbondale 2001 — 2006
BS, Finance
Colleen Hendrickson Colleen Hendrickson's PrimeVest Financial Services Experience May 2000 - June 2005
Job Realtor, Keller Williams Classic Realty Northwest, Licensed in MN
Industry Real Estate
Experience
Keller William Classic Realty NW May 2010 - Present
Riverwood Investments 2005 - 2010
PrimeVest Financial Services May 2000 - June 2005
Skills
Real Estate, New Construction Homes, Investments, Buyer Representation, Construction, First Time Home Buyers, Sellers, Realty, New Home Sales, HUD, Residential Homes, Buyers, Relocation, Insurance, Brokerage, Single Family Homes, Investment Properties, Short Sales, Foreclosures, Real Property, Real Estate Transactions
Education
North Hennepin Community College 1986 — 1988
Associates in Liberal Arts and Applied Science, Science, Liberal Arts
Keller William Classic Realty NW May 2010 - Present
Riverwood Investments 2005 - 2010
PrimeVest Financial Services May 2000 - June 2005
Skills
Real Estate, New Construction Homes, Investments, Buyer Representation, Construction, First Time Home Buyers, Sellers, Realty, New Home Sales, HUD, Residential Homes, Buyers, Relocation, Insurance, Brokerage, Single Family Homes, Investment Properties, Short Sales, Foreclosures, Real Property, Real Estate Transactions
Education
North Hennepin Community College 1986 — 1988
Associates in Liberal Arts and Applied Science, Science, Liberal Arts
Duane Edward O'Neal Duane Edward O'Neal's PrimeVest Financial Services Experience June 2000 - September 2002
Job Student. Mentor. Volunteer.
Industry Research
Experience
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
Caterpillar Inc. June 2014 - August 2014
JP Morgan Chase September 2003 - January 2008
Edward Jones September 2002 - September 2003
PrimeVest Financial Services June 2000 - September 2002
Banc One Investment Advisors May 1996 - May 2000
Edward Jones July 1993 - July 1995
United States Marine Corps August 1983 - November 1992
Skills
Insurance, Investments, Access, Retirement Planning, Public Speaking, Banking, Networking, Team Building, Employee Benefits, Team Leadership, Military Training, Real Estate, Personal Development, Customer Service, Research, Portfolio Management, Wealth Management, Equities, Network Marketing, Investment Advisory, Military Experience, Personal Effectiveness, Seven Habits of Highly..., Conflict Resolution, Writing, Bi-lingual, Fundraising, Multilingual, Sales, Leadership, Training, Leadership Development, Microsoft Office
Education
Columbia College
Bachelor’s Degree
Ivy Tech Community College
Associate’s Degree
Ivy Tech Community College
Certificate
Bob Nathe Bob Nathe's PrimeVest Financial Services Experience 2005 - 2005
Job Engagement Manager at Elicit, LLC
Industry Retail
Experience
Elicit, LLC October 2013 - Present
Brockton Meadows HOA October 2012 - July 2014
Target October 2011 - October 2013
Essilor of America March 2011 - September 2011
Essilor of America August 2009 - September 2011
Essilor of America June 2008 - August 2009
Essilor of America June 2006 - May 2008
Holmes Murphy and Associates September 2005 - May 2006
R&R Realty Group September 2004 - April 2005
PrimeVest Financial Services 2005 - 2005
Skills
Business Intelligence, Business Analysis, Sales Management, Analysis, Business Objects, Microsoft Office, SQL, Budgets, Project Management, Sales Analysis, Data Analysis, Sales Operations, Business Process..., Ad Hoc Reporting, Budgeting, VB.NET, Forecasting, Account Management, Selling, Leadership, Management, Team Building, Sales, Strategy, Business Process, Analytics, Marketing, SAP, Data Warehousing, Cross-functional Team..., E-commerce, Process Improvement, Competitive Analysis, P&L Management, Finance, CRM, Product Management, Strategic Planning, Product Marketing, Team Leadership, Business Planning, Marketing Strategy, Business Strategy, Program Management
Education
Drake University 2002 — 2006
Bachelor of Science in Business Administration, Management
Drake University 2002 — 2006
Bachelor of Science in Business Administration, Information Systems
Elicit, LLC October 2013 - Present
Brockton Meadows HOA October 2012 - July 2014
Target October 2011 - October 2013
Essilor of America March 2011 - September 2011
Essilor of America August 2009 - September 2011
Essilor of America June 2008 - August 2009
Essilor of America June 2006 - May 2008
Holmes Murphy and Associates September 2005 - May 2006
R&R Realty Group September 2004 - April 2005
PrimeVest Financial Services 2005 - 2005
Skills
Business Intelligence, Business Analysis, Sales Management, Analysis, Business Objects, Microsoft Office, SQL, Budgets, Project Management, Sales Analysis, Data Analysis, Sales Operations, Business Process..., Ad Hoc Reporting, Budgeting, VB.NET, Forecasting, Account Management, Selling, Leadership, Management, Team Building, Sales, Strategy, Business Process, Analytics, Marketing, SAP, Data Warehousing, Cross-functional Team..., E-commerce, Process Improvement, Competitive Analysis, P&L Management, Finance, CRM, Product Management, Strategic Planning, Product Marketing, Team Leadership, Business Planning, Marketing Strategy, Business Strategy, Program Management
Education
Drake University 2002 — 2006
Bachelor of Science in Business Administration, Management
Drake University 2002 — 2006
Bachelor of Science in Business Administration, Information Systems
Jennifer Pontinen's PrimeVest Financial Services Experience December 2003 - June 2006
Job Director of Finance and Business Development at Fortune Bay Resort Casino
Industry Gambling & Casinos
Experience
Fortune Bay Resort Casino February 2015 - Present
University of Minnesota Duluth March 2007 - February 2015
PrimeVest Financial Services December 2003 - June 2006
Transamerica Financial Advisors, Inc. (formerly InterSecurities, Inc.) May 2002 - December 2003
Wells Fargo Bank September 1997 - May 2002
Skills
Public Speaking, Facilitators, Business Planning, Budgets, Financial Analysis, Small Business, Project Planning, Marketing Strategy, Finance, Time Management, Payroll, Inventory Management, Workshop Facilitation, Nonprofits, Leadership Development, Leadership, Strategic Planning, Organizational..., Facilitation, Fundraising, Conflict Resolution, Coaching, Customer Service, Analysis, Event Planning, Team Building, Training
Education
University of Minnesota-Duluth 2007 — 2010
MBA
University of Minnesota Duluth 1995 — 1997
BBA, Finance, Human Resource Management
Mesabi Range Community and Technical College 1992 — 1995
AA
Fortune Bay Resort Casino February 2015 - Present
University of Minnesota Duluth March 2007 - February 2015
PrimeVest Financial Services December 2003 - June 2006
Transamerica Financial Advisors, Inc. (formerly InterSecurities, Inc.) May 2002 - December 2003
Wells Fargo Bank September 1997 - May 2002
Skills
Public Speaking, Facilitators, Business Planning, Budgets, Financial Analysis, Small Business, Project Planning, Marketing Strategy, Finance, Time Management, Payroll, Inventory Management, Workshop Facilitation, Nonprofits, Leadership Development, Leadership, Strategic Planning, Organizational..., Facilitation, Fundraising, Conflict Resolution, Coaching, Customer Service, Analysis, Event Planning, Team Building, Training
Education
University of Minnesota-Duluth 2007 — 2010
MBA
University of Minnesota Duluth 1995 — 1997
BBA, Finance, Human Resource Management
Mesabi Range Community and Technical College 1992 — 1995
AA
Jen Steinkopf Jen Steinkopf's PrimeVest Financial Services Experience June 2005 - February 2009
Job Virtual Admin | Social Media Marketing | Marketing | Process Improvement | Nonprofit & Foundation Marketing
Industry Marketing and Advertising
Experience
Savvy Solutions March 2014 - Present
Reichert Wenner P.A. September 2013 - February 2015
Seed To Sprout Design November 2012 - December 2014
CenturyLink August 2011 - January 2013
ULTA Beauty December 2010 - July 2011
PrimeVest Financial Services June 2005 - February 2009
Skills
Microsoft Office, Social Media, Leadership, Marketing, Microsoft Excel, Advertising, Social Media Marketing, PowerPoint, Customer Service, Facebook, Outlook, Social Networking, Nonprofits, Teamwork, Project Management, Microsoft PowerPoint, Outstanding telephone..., Well-established..., Efficient and organized, Remarkable team player;..., Excellent leadership..., Outgoing and creative, Involved in community..., Research and problem..., Training, Management, Google+, Twitter, Event Planning, Sales, Marketing Communications, Strategic Planning, CRM
Education
St. Cloud State University 1996 — 1999
Art Education
Sartell Senior High School
Savvy Solutions March 2014 - Present
Reichert Wenner P.A. September 2013 - February 2015
Seed To Sprout Design November 2012 - December 2014
CenturyLink August 2011 - January 2013
ULTA Beauty December 2010 - July 2011
PrimeVest Financial Services June 2005 - February 2009
Skills
Microsoft Office, Social Media, Leadership, Marketing, Microsoft Excel, Advertising, Social Media Marketing, PowerPoint, Customer Service, Facebook, Outlook, Social Networking, Nonprofits, Teamwork, Project Management, Microsoft PowerPoint, Outstanding telephone..., Well-established..., Efficient and organized, Remarkable team player;..., Excellent leadership..., Outgoing and creative, Involved in community..., Research and problem..., Training, Management, Google+, Twitter, Event Planning, Sales, Marketing Communications, Strategic Planning, CRM
Education
St. Cloud State University 1996 — 1999
Art Education
Sartell Senior High School
Brent Pokornowski's PrimeVest Financial Services Experience January 2008 - October 2008
Job IT Department
Industry Information Technology and Services
Experience
ALLETE March 2010 - Present
Spherion Professional Services July 2009 - March 2010
CTCInnovation October 2008 - July 2009
PrimeVest Financial Services January 2008 - October 2008
ING Advisors Network 2005 - December 2007
ING Advisors Network January 2003 - January 2005
PrimeVest Financial Services January 2000 - January 2003
RRV Network 1997 - 1999
Skills
SDLC, SharePoint, Visio, Process Improvement, Oracle, Security, Integration, Software Documentation
Education
University of Minnesota Crookston 1997 — 2000
Bachelor, Information Network Management
Mesabi 1995 — 1997
Associate, Computer Science
ALLETE March 2010 - Present
Spherion Professional Services July 2009 - March 2010
CTCInnovation October 2008 - July 2009
PrimeVest Financial Services January 2008 - October 2008
ING Advisors Network 2005 - December 2007
ING Advisors Network January 2003 - January 2005
PrimeVest Financial Services January 2000 - January 2003
RRV Network 1997 - 1999
Skills
SDLC, SharePoint, Visio, Process Improvement, Oracle, Security, Integration, Software Documentation
Education
University of Minnesota Crookston 1997 — 2000
Bachelor, Information Network Management
Mesabi 1995 — 1997
Associate, Computer Science
Micaela Kerr Micaela Kerr's PrimeVest Financial Services Experience 2002 - 2004
Job Director, National Accounts at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners November 2011 - Present
LPL Financial May 2007 - October 2011
LPL Financial 2004 - 2007
PrimeVest Financial Services 2002 - 2004
Skills
Series 7, Series 63, Investments, Securities
Education
University of Delaware
Finance
Franklin Square Capital Partners November 2011 - Present
LPL Financial May 2007 - October 2011
LPL Financial 2004 - 2007
PrimeVest Financial Services 2002 - 2004
Skills
Series 7, Series 63, Investments, Securities
Education
University of Delaware
Finance
Andy Frey Andy Frey's PrimeVest Financial Services Experience February 2012 - May 2012
Job Successful sales
Industry Financial Services
Experience
PrimeVest Financial Services February 2012 - May 2012
KeyBank December 2007 - February 2012
CUNA Mutual Group November 2004 - December 2007
Skills
Direct Sales, Sales Management, Sales Process, Series 7, Series 63, Uniform Combined State..., Fixed Annuities, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Securities
Education
Portland State University 2001 — 2004
Master of Business Administration (MBA)
Oregon State University 1994 — 1998
Bachelor of Science (BS), Kinesiology and Exercise Science
PrimeVest Financial Services February 2012 - May 2012
KeyBank December 2007 - February 2012
CUNA Mutual Group November 2004 - December 2007
Skills
Direct Sales, Sales Management, Sales Process, Series 7, Series 63, Uniform Combined State..., Fixed Annuities, Wealth Management, Retirement Planning, Mutual Funds, Retirement, Investment Advisory, Securities
Education
Portland State University 2001 — 2004
Master of Business Administration (MBA)
Oregon State University 1994 — 1998
Bachelor of Science (BS), Kinesiology and Exercise Science
Brian Pulliam's PrimeVest Financial Services Experience October 2003 - December 2008
Job Registered Representative at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Voya Financial Advisors March 2009 - Present
ING Financial Partners March 2009 - August 2014
PrimeVest Financial Services October 2003 - December 2008
A.G. Edwards February 2000 - September 2003
Education
University of Missouri-Columbia
Master's degree
University of Missouri-Columbia 1977 — 1981
Bachelor's degree
Lisa Klein Lisa Klein's PrimeVest Financial Services Experience March 2006 - November 2009
Job Regional Sales Executive at athenahealth
Industry Hospital & Health Care
Experience
athenahealth May 2014 - Present
Greenway Medical Technologies June 2013 - April 2014
Greenway Medical Technologies February 2013 - July 2013
Greenway Medical Technologies April 2011 - February 2013
Netgain Technology, Inc November 2009 - January 2011
PrimeVest Financial Services March 2006 - November 2009
Skills
Salesforce.com, Account Management, Customer Service, Sales Management, Solution Selling, New Business Development, HIPAA, Healthcare Consulting, Cloud Computing, Team Building, Sales Operations, Selling, Product Management, Management, Training, CRM, Hospitals
Education
Office of the National Coordinator (ONC) 2011 — 2012
Practice Workflow and Information Management Redesign
St. Cloud State University 2001 — 2005
B.A., Human Relations
athenahealth May 2014 - Present
Greenway Medical Technologies June 2013 - April 2014
Greenway Medical Technologies February 2013 - July 2013
Greenway Medical Technologies April 2011 - February 2013
Netgain Technology, Inc November 2009 - January 2011
PrimeVest Financial Services March 2006 - November 2009
Skills
Salesforce.com, Account Management, Customer Service, Sales Management, Solution Selling, New Business Development, HIPAA, Healthcare Consulting, Cloud Computing, Team Building, Sales Operations, Selling, Product Management, Management, Training, CRM, Hospitals
Education
Office of the National Coordinator (ONC) 2011 — 2012
Practice Workflow and Information Management Redesign
St. Cloud State University 2001 — 2005
B.A., Human Relations
Mike Wickerham Mike Wickerham's PrimeVest Financial Services Experience 2000 - 2012
Job Chief Financial Officer at Transign LLC
Industry Automotive
Experience
Transign LLC August 2014 - Present
Robert Half Management Resources October 2013 - August 2014
DSSC Holdings, LLC January 2013 - August 2013
Soulliere Decorative Stone Inc. March 2012 - December 2012
PrimeVest Financial Services 2000 - 2012
Skills
General Ledger, Mas100/200, Mas 90, Peachtree/Sage50, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Job Costing, Project Management, Variance Analysis, Management, Construction, PowerPoint, ERP, Feasibility Studies, TVM Applications, Differential Analysis, Statistical Modeling, Statistical Data..., Financial Statement..., Proforma Finanial...
Education
Walsh College of Accountancy and Business Administration
Master's degree, Finance
University of Michigan
Bachelor's degree, Economics
Transign LLC August 2014 - Present
Robert Half Management Resources October 2013 - August 2014
DSSC Holdings, LLC January 2013 - August 2013
Soulliere Decorative Stone Inc. March 2012 - December 2012
PrimeVest Financial Services 2000 - 2012
Skills
General Ledger, Mas100/200, Mas 90, Peachtree/Sage50, QuickBooks, Microsoft Excel, Microsoft Word, Microsoft Office, Job Costing, Project Management, Variance Analysis, Management, Construction, PowerPoint, ERP, Feasibility Studies, TVM Applications, Differential Analysis, Statistical Modeling, Statistical Data..., Financial Statement..., Proforma Finanial...
Education
Walsh College of Accountancy and Business Administration
Master's degree, Finance
University of Michigan
Bachelor's degree, Economics
Denise Guggenberger Denise Guggenberger's PrimeVest Financial Services Experience December 2003 - November 2005
Job Paralegal at Wolters Kluwer Financial Services, Inc.
Industry Financial Services
Experience
Wolters Kluwer Financial Services, Inc. November 2005 - Present
PrimeVest Financial Services December 2003 - November 2005
Skills
Securities, Financial Services, Banking, Risk Management, AML, Mortgage Lending, Operational Risk..., CRM, Strategic Partnerships
Education
Saint Cloud State University - G.R. Herberger College of Business
Wolters Kluwer Financial Services, Inc. November 2005 - Present
PrimeVest Financial Services December 2003 - November 2005
Skills
Securities, Financial Services, Banking, Risk Management, AML, Mortgage Lending, Operational Risk..., CRM, Strategic Partnerships
Education
Saint Cloud State University - G.R. Herberger College of Business
Sue Ann Heck Sue Ann Heck's PrimeVest Financial Services Experience January 2000 - April 2004
Job Director of Customer Relations at Command Central, LLC
Industry Information Services
Experience
Command Central, LLC November 2013 - Present
NativeX April 2011 - September 2013
Merrill Corporation April 2004 - March 2011
PrimeVest Financial Services January 2000 - April 2004
Skills
Salesforce.com, Market Planning, Account Management, Marketing Strategy, Product Management, Strategic Partnerships, E-commerce, Online Marketing, Marketing Communications, Customer Retention, Team Leadership, Strategic Planning, Marketing, Management, Product Marketing, Direct Sales, Sales, Major Account..., Leadership, Sales Process, Advertising, Business Development
Education
St. Cloud State University
B.S., Mass Communications - Public Relations
Command Central, LLC November 2013 - Present
NativeX April 2011 - September 2013
Merrill Corporation April 2004 - March 2011
PrimeVest Financial Services January 2000 - April 2004
Skills
Salesforce.com, Market Planning, Account Management, Marketing Strategy, Product Management, Strategic Partnerships, E-commerce, Online Marketing, Marketing Communications, Customer Retention, Team Leadership, Strategic Planning, Marketing, Management, Product Marketing, Direct Sales, Sales, Major Account..., Leadership, Sales Process, Advertising, Business Development
Education
St. Cloud State University
B.S., Mass Communications - Public Relations
James Czajkowski James Czajkowski's PrimeVest Financial Services Experience January 2010 - September 2010
Job Owner at Hardline North LLC
Industry Research
Experience
All American Garden Hoe January 2015 - Present
Lubecore Minnesota November 2014 - Present
Hardline North LLC July 2014 - Present
GarbageMan September 2010 - July 2014
PrimeVest Financial Services January 2010 - September 2010
PrimeVest November 2008 - January 2010
Northwestern Mutual January 2000 - October 2008
Gold'N January 1997 - January 2000
Stearns Dairy Herd Improvement Association January 1993 - January 1997
Skills
Series 7, Insurance, Retirement Planning, Risk Management, Wealth Management, Investments, Retirement, Series 24, Mutual Funds, Series 63, Strategic Financial..., Securities, Life Insurance, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Equities, Financial Advisory, Leadership, Entrepreneurship, Marketing, Training, Small Business
Education
St. Cloud State University 1986 — 1991
Bachelor of Arts, Biomedical Science
All American Garden Hoe January 2015 - Present
Lubecore Minnesota November 2014 - Present
Hardline North LLC July 2014 - Present
GarbageMan September 2010 - July 2014
PrimeVest Financial Services January 2010 - September 2010
PrimeVest November 2008 - January 2010
Northwestern Mutual January 2000 - October 2008
Gold'N January 1997 - January 2000
Stearns Dairy Herd Improvement Association January 1993 - January 1997
Skills
Series 7, Insurance, Retirement Planning, Risk Management, Wealth Management, Investments, Retirement, Series 24, Mutual Funds, Series 63, Strategic Financial..., Securities, Life Insurance, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Equities, Financial Advisory, Leadership, Entrepreneurship, Marketing, Training, Small Business
Education
St. Cloud State University 1986 — 1991
Bachelor of Arts, Biomedical Science
Danette Scorza's PrimeVest Financial Services Experience 2003 - 2005
Job Sr. Recruiter at ValsparMatch Your Color & Career at Valspar!
Industry Human Resources
Experience
Valspar May 2012 - Present
Genesis10 January 2012 - May 2012
Prudential Financial 2009 - January 2012
Entegris 2007 - 2009
Naviant Group 2007 - 2007
Graco 2005 - 2007
PrimeVest Financial Services 2003 - 2005
Wells Fargo 2002 - 2003
ADC Telecommunications 2000 - 2001
Norstan Consulting 1999 - 2001
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Time Management, Management, Recruiting, Employee Relations, Deferred Compensation, Employee Engagement, Human Resources, Interviews, Performance Management, Talent Management, Marketing, Workforce Planning, Leadership, College Recruiting, Account Management, Employment Law, Sales Management, New Hire Orientations, Personnel Management, Employer Branding, Customer Service
Education
University of Minnesota-Twin Cities 1985 — 2000
Bachelor of Arts, Theater
Lakeville Sr. High School
University of Minnesota-Morris
Valspar May 2012 - Present
Genesis10 January 2012 - May 2012
Prudential Financial 2009 - January 2012
Entegris 2007 - 2009
Naviant Group 2007 - 2007
Graco 2005 - 2007
PrimeVest Financial Services 2003 - 2005
Wells Fargo 2002 - 2003
ADC Telecommunications 2000 - 2001
Norstan Consulting 1999 - 2001
Skills
Talent Acquisition, Executive Search, Applicant Tracking..., Time Management, Management, Recruiting, Employee Relations, Deferred Compensation, Employee Engagement, Human Resources, Interviews, Performance Management, Talent Management, Marketing, Workforce Planning, Leadership, College Recruiting, Account Management, Employment Law, Sales Management, New Hire Orientations, Personnel Management, Employer Branding, Customer Service
Education
University of Minnesota-Twin Cities 1985 — 2000
Bachelor of Arts, Theater
Lakeville Sr. High School
University of Minnesota-Morris
A. (Adam) Miller A. (Adam) Miller's PrimeVest Financial Services Experience December 2007 - September 2010
Job SPV Accountant at Mitsubishi UFJ Fund Services Castlelake
Industry Investment Management
Experience
Mitsubishi UFJ Fund Services - Castlelake October 2013 - Present
US Bank August 2010 - September 2013
PrimeVest Financial Services December 2007 - September 2010
PrimeVest Financial Services October 2006 - December 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Essbase, Account Reconciliation, Accruals, Journal Entries, Analysis, General Ledger, Banking, Process Improvement, PowerPoint, Business Analysis, Microsoft Word, Financial Services, Financial Reporting
Education
St. Cloud State University 2003 — 2007
BS, Finance
Mitsubishi UFJ Fund Services - Castlelake October 2013 - Present
US Bank August 2010 - September 2013
PrimeVest Financial Services December 2007 - September 2010
PrimeVest Financial Services October 2006 - December 2007
Skills
Accounting, Financial Analysis, Microsoft Excel, Essbase, Account Reconciliation, Accruals, Journal Entries, Analysis, General Ledger, Banking, Process Improvement, PowerPoint, Business Analysis, Microsoft Word, Financial Services, Financial Reporting
Education
St. Cloud State University 2003 — 2007
BS, Finance
Dan Greensweig's PrimeVest Financial Services Experience 1994 - 1995
Job Assistant Administrator at League of Minnesota Cities Insurance Trust
Industry Government Administration
Experience
League of Minnesota Cities Insurance Trust 2010 - Present
St. Mary's University of Minnesota 2010 - Present
Anoka County Library Board August 2014 - Present
Minnesota Association of Townships Agency 2006 - 2010
City of Circle Pines 2005 - 2009
Minnesota Association of Townships 2004 - 2006
William Mitchell College of Law 1999 - 2005
Office of the Minnesota State Auditor 2003 - 2004
Kennedy & Graven, Chartered 1995 - 2003
PrimeVest Financial Services 1994 - 1995
Education
William Mitchell College of Law
Juris Doctor
Metropolitan State University
Bachelor of Arts
League of Minnesota Cities Insurance Trust 2010 - Present
St. Mary's University of Minnesota 2010 - Present
Anoka County Library Board August 2014 - Present
Minnesota Association of Townships Agency 2006 - 2010
City of Circle Pines 2005 - 2009
Minnesota Association of Townships 2004 - 2006
William Mitchell College of Law 1999 - 2005
Office of the Minnesota State Auditor 2003 - 2004
Kennedy & Graven, Chartered 1995 - 2003
PrimeVest Financial Services 1994 - 1995
Education
William Mitchell College of Law
Juris Doctor
Metropolitan State University
Bachelor of Arts
JJ Bixby JJ Bixby's PrimeVest Financial Services Experience November 2000 - November 2010
Job Owner, Bixby Financial Services
Industry Financial Services
Experience
Bixby Financial Services November 2010 - Present
Securities America, Inc. Member FINRA/SIPC November 2010 - Present
Fremont National Bank November 2000 - November 2010
PrimeVest Financial Services November 2000 - November 2010
Skills
Investments, Retirement Planning, Strategic Financial..., Financial Services, Finance, FINRA, Financial Risk, Asset Allocation, Financial Planners, Long-term Care, Equities
Education
Midland University 1991 — 1995
Bachelor of Science in Business Administration, Economics and Concentrations in Management and Marketing
Geneva High School 1987 — 1991
College for Financial Planning
Chartered Retirement Planning Counselor
Bixby Financial Services November 2010 - Present
Securities America, Inc. Member FINRA/SIPC November 2010 - Present
Fremont National Bank November 2000 - November 2010
PrimeVest Financial Services November 2000 - November 2010
Skills
Investments, Retirement Planning, Strategic Financial..., Financial Services, Finance, FINRA, Financial Risk, Asset Allocation, Financial Planners, Long-term Care, Equities
Education
Midland University 1991 — 1995
Bachelor of Science in Business Administration, Economics and Concentrations in Management and Marketing
Geneva High School 1987 — 1991
College for Financial Planning
Chartered Retirement Planning Counselor
Brett Pandelo Brett Pandelo's PrimeVest Financial Services Experience June 2005 - February 2007
Job Investment Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
MorganStanley SmithBarney LLC January 2009 - Present
Morgan Stanley February 2007 - January 2009
PrimeVest Financial Services June 2005 - February 2007
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Investments, Equities, Financial Services, Series 6, Strategic Financial..., 401k, Insurance, Asset Managment, Wealth Management, Banking, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachlors Degree, Business Administration
Morgan Stanley Wealth Management September 2013 - Present
MorganStanley SmithBarney LLC January 2009 - Present
Morgan Stanley February 2007 - January 2009
PrimeVest Financial Services June 2005 - February 2007
Skills
Series 7, Series 63, Uniform Combined State..., Mutual Funds, Securities, Retirement Planning, Retirement, Fixed Annuities, Financial Advisory, Investments, Equities, Financial Services, Series 6, Strategic Financial..., 401k, Insurance, Asset Managment, Wealth Management, Banking, Fixed Income
Education
New York Institute of Technology-Old Westbury
Bachlors Degree, Business Administration
Scott Sobiech Scott Sobiech's PrimeVest Financial Services Experience March 1998 - February 2002
Job Advisory Sales Consultant
Industry Financial Services
Experience
Cetera Investment Services December 2012 - Present
PrimeVest March 2002 - December 2012
PrimeVest Financial Services March 1998 - February 2002
Skills
Securities, Financial Advisory, Financial Services, Series 7, FINRA, Insurance, Investment Advisory, Risk Management, Series 63, Wealth Management, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
St Cloud State, MN 1994 — 1997
BA and BS, Economics and Finance
University of Minnesota-Morris 1991 — 1993
Physics
Sartell
Cetera Investment Services December 2012 - Present
PrimeVest March 2002 - December 2012
PrimeVest Financial Services March 1998 - February 2002
Skills
Securities, Financial Advisory, Financial Services, Series 7, FINRA, Insurance, Investment Advisory, Risk Management, Series 63, Wealth Management, Retirement Planning, Investments, Asset Management, Mutual Funds
Education
St Cloud State, MN 1994 — 1997
BA and BS, Economics and Finance
University of Minnesota-Morris 1991 — 1993
Physics
Sartell
Kristin Darnall Kristin Darnall's PrimeVest Financial Services Experience November 1993 - December 1996
Job Vice President of Resource Development at United Way of Central Minnesota
Industry Fund-Raising
Experience
United Way of Central Minnesota June 2013 - Present
Catholic Charities October 2011 - May 2013
College of Saint Benedict September 2010 - October 2011
College of Saint Benedict November 2005 - May 2011
College of Saint Benedict March 2000 - November 2005
Radio City Marketing Group September 1999 - March 2000
Boys & Girls Clubs of Central Minnesota July 1998 - September 1999
United Way of Central Minnesota January 1997 - December 1997
PrimeVest Financial Services November 1993 - December 1996
Skills
Marketing Communications, Event Management, Sales Management, Program Development, Volunteer Management, Non-profits, Public Relations, Strategic Planning, Editing, Newsletters, Community Outreach, Marketing Strategy, Fundraising, Nonprofits, Annual Giving, Leadership, Public Speaking, Event Planning, Marketing, Training, Program Management, Budgets, Management, Planned Giving, Advertising, Philanthropy, Community Development, Grants
Education
St. Cloud State University
Bachelor of Science, Finance
United Way of Central Minnesota June 2013 - Present
Catholic Charities October 2011 - May 2013
College of Saint Benedict September 2010 - October 2011
College of Saint Benedict November 2005 - May 2011
College of Saint Benedict March 2000 - November 2005
Radio City Marketing Group September 1999 - March 2000
Boys & Girls Clubs of Central Minnesota July 1998 - September 1999
United Way of Central Minnesota January 1997 - December 1997
PrimeVest Financial Services November 1993 - December 1996
Skills
Marketing Communications, Event Management, Sales Management, Program Development, Volunteer Management, Non-profits, Public Relations, Strategic Planning, Editing, Newsletters, Community Outreach, Marketing Strategy, Fundraising, Nonprofits, Annual Giving, Leadership, Public Speaking, Event Planning, Marketing, Training, Program Management, Budgets, Management, Planned Giving, Advertising, Philanthropy, Community Development, Grants
Education
St. Cloud State University
Bachelor of Science, Finance
Kimberly Pearson's PrimeVest Financial Services Experience September 1992 - August 1995
Job Dean, Continuing Education Operations and Marketing at Wisconsin Indianhead Technical College
Industry Education Management
Experience
Wisconsin Indianhead Technical College July 2009 - Present
Wisconsin Indianhead Technical College July 2007 - June 2009
Wisconsin Indianhead Technical College January 2005 - June 2007
Wisconsin Indianhead Technical College February 2001 - January 2005
Image Advertising January 1998 - February 2001
Independent Community Bankers of America August 1995 - August 1997
PrimeVest Financial Services September 1992 - August 1995
Skills
Team Building, Leadership, Marketing, Community Outreach, Higher Education, Teaching, Public Speaking, Event Planning, Curriculum Development, Leadership Development, Strategic Planning, Fundraising, Adult Education, Customer Service, PowerPoint, Public Relations, StrengthsFinder, Gallup Strengths, StrengthsQuest, Appreciative Inquiry, Educational Leadership, Process Improvement, Higher Education..., Competitive Analysis, Organizational..., Coaching, Social Media, Conflict Management, Policy Analysis, Operational Planning, Operations Management, Budget Process
Education
Chair Academy 2011 — 2012
Wisconsin Leadership Development Insitute, Educational Leadership and Administration, General
LERN 2008 — 2008
Certified Program Planner, Program Management Institute
Capella University 2002 — 2004
MBA, Business Administration
St. Cloud State University 1990 — 1993
BS, Mass Communications
Northland Community & Technical College 1987 — 1990
Associate in Arts, Business
Lincoln High School 1984 — 1988
Diploma
Wisconsin Indianhead Technical College July 2009 - Present
Wisconsin Indianhead Technical College July 2007 - June 2009
Wisconsin Indianhead Technical College January 2005 - June 2007
Wisconsin Indianhead Technical College February 2001 - January 2005
Image Advertising January 1998 - February 2001
Independent Community Bankers of America August 1995 - August 1997
PrimeVest Financial Services September 1992 - August 1995
Skills
Team Building, Leadership, Marketing, Community Outreach, Higher Education, Teaching, Public Speaking, Event Planning, Curriculum Development, Leadership Development, Strategic Planning, Fundraising, Adult Education, Customer Service, PowerPoint, Public Relations, StrengthsFinder, Gallup Strengths, StrengthsQuest, Appreciative Inquiry, Educational Leadership, Process Improvement, Higher Education..., Competitive Analysis, Organizational..., Coaching, Social Media, Conflict Management, Policy Analysis, Operational Planning, Operations Management, Budget Process
Education
Chair Academy 2011 — 2012
Wisconsin Leadership Development Insitute, Educational Leadership and Administration, General
LERN 2008 — 2008
Certified Program Planner, Program Management Institute
Capella University 2002 — 2004
MBA, Business Administration
St. Cloud State University 1990 — 1993
BS, Mass Communications
Northland Community & Technical College 1987 — 1990
Associate in Arts, Business
Lincoln High School 1984 — 1988
Diploma
Kristie Revering Kristie Revering's PrimeVest Financial Services Experience May 1999 - July 2001
Job Accounting Services Manager at BerganKDV
Industry Accounting
Experience
BerganKDV July 2006 - Present
RSM McGladrey Financial Process Outsourcing January 2005 - July 2006
Nash Finch Company August 2001 - December 2004
PrimeVest Financial Services May 1999 - July 2001
Skills
General Ledger, Accounting, Accounts Payable, Financial Statements, QuickBooks, Journal Entries, Payroll, Accounts Receivable, Accruals, Retail Accounting, Payroll Taxes, Sales Tax, Fixed Assets, Microsoft Office, NetSuite, Customer Service
Education
Rasmussen College-Minnesota 1994 — 1996
Higher Accounting Diploma, Accounting
Albany High School 1990 — 1994
BerganKDV July 2006 - Present
RSM McGladrey Financial Process Outsourcing January 2005 - July 2006
Nash Finch Company August 2001 - December 2004
PrimeVest Financial Services May 1999 - July 2001
Skills
General Ledger, Accounting, Accounts Payable, Financial Statements, QuickBooks, Journal Entries, Payroll, Accounts Receivable, Accruals, Retail Accounting, Payroll Taxes, Sales Tax, Fixed Assets, Microsoft Office, NetSuite, Customer Service
Education
Rasmussen College-Minnesota 1994 — 1996
Higher Accounting Diploma, Accounting
Albany High School 1990 — 1994
Shaun Terry Shaun Terry's PrimeVest Financial Services Experience June 2012 - Present
Job Investment Executive at PrimeVest Financial Services
Industry Financial Services
Experience
PrimeVest Financial Services June 2012 - Present
Century Bank and Trust September 2011 - Present
Skills
Investments, Financial Planning, Retirement Planning, Insurance, Risk Management, Investment Advisor..., Series 7, Series 66, Ga Life Accident and..., Variable Products
Education
Georgia College and State University
Bachelor of Science (B.S.), Economics
PrimeVest Financial Services June 2012 - Present
Century Bank and Trust September 2011 - Present
Skills
Investments, Financial Planning, Retirement Planning, Insurance, Risk Management, Investment Advisor..., Series 7, Series 66, Ga Life Accident and..., Variable Products
Education
Georgia College and State University
Bachelor of Science (B.S.), Economics
Brad Johannes Brad Johannes's PrimeVest Financial Services Experience May 2006 - January 2010
Job VP Investment Sales Manager at First Midwest Financial Network
Industry Financial Services
Experience
First Midwest Financial Network August 2012 - Present
Fifth Third Securities March 2012 - August 2012
Associated Investment Services, Inc. January 2011 - February 2012
CUNA Brokerage Services, Inc. February 2010 - September 2010
PrimeVest Financial Services May 2006 - January 2010
PrimeVest Financial Services May 2006 - May 2009
Independent Bankers Bank of Illinois 2006 - 2009
Investment Centers of America April 2005 - October 2005
Uvest Financial Services June 2002 - January 2005
Invest Financial Corporation July 1998 - April 2002
Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance
Education
Rock Valley College 1981 — 1982
University of Iowa 1979 — 1980
Belvidere High School 1976 — 1979
First Midwest Financial Network August 2012 - Present
Fifth Third Securities March 2012 - August 2012
Associated Investment Services, Inc. January 2011 - February 2012
CUNA Brokerage Services, Inc. February 2010 - September 2010
PrimeVest Financial Services May 2006 - January 2010
PrimeVest Financial Services May 2006 - May 2009
Independent Bankers Bank of Illinois 2006 - 2009
Investment Centers of America April 2005 - October 2005
Uvest Financial Services June 2002 - January 2005
Invest Financial Corporation July 1998 - April 2002
Skills
Sales Management, Series 7, Series 24, Series 65, Wealth Management, Retirement Planning, Fixed Annuities, Mutual Funds, Investments, Securities, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Financial Services, Insurance
Education
Rock Valley College 1981 — 1982
University of Iowa 1979 — 1980
Belvidere High School 1976 — 1979
Jason Gonter, CFP® Jason Gonter, CFP®'s PrimeVest Financial Services Experience October 2003 - November 2007
Job Managing Director/Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Wells Fargo Advisors November 2007 - June 2011
PrimeVest Financial Services October 2003 - November 2007
Education
University of Hartford 1996 — 2000
Bachelor, Criminal Justice
Sparta High School 1992 — 1996
HS, General Study
Ameriprise Financial Services, Inc. June 2011 - Present
Wells Fargo Advisors November 2007 - June 2011
PrimeVest Financial Services October 2003 - November 2007
Education
University of Hartford 1996 — 2000
Bachelor, Criminal Justice
Sparta High School 1992 — 1996
HS, General Study
Toby Gass Toby Gass's PrimeVest Financial Services Experience August 1996 - November 2002
Job Vice President/CoOwner Rocky's Retreat, Inc, a Canine Health & Fitness Center
Industry Alternative Medicine
Experience
Rocky's Retreat Canine Health & Fitness Center October 2009 - Present
Edwards Financial Services May 2010 - September 2011
Lincoln Financial Advisors October 2004 - October 2009
AIG VALIC September 2003 - October 2004
PrimeVest Financial Services August 1996 - November 2002
The Provident Bank 1991 - 1995
Skills
Canine Massage, Small Business, Reiki, Training, Management, Team Building, Entrepreneurship, Marketing Strategy, Human Resources, CRM, Budgets, Strategy, Marketing, Customer Service
Education
University of Houston, C.T. Bauer College of Business 1979 — 1982
BBA, Finance
Camden County College 1972 — 1974
AAS, Animal Science Technology
Rocky's Retreat Canine Health & Fitness Center October 2009 - Present
Edwards Financial Services May 2010 - September 2011
Lincoln Financial Advisors October 2004 - October 2009
AIG VALIC September 2003 - October 2004
PrimeVest Financial Services August 1996 - November 2002
The Provident Bank 1991 - 1995
Skills
Canine Massage, Small Business, Reiki, Training, Management, Team Building, Entrepreneurship, Marketing Strategy, Human Resources, CRM, Budgets, Strategy, Marketing, Customer Service
Education
University of Houston, C.T. Bauer College of Business 1979 — 1982
BBA, Finance
Camden County College 1972 — 1974
AAS, Animal Science Technology
Ryan Ness Ryan Ness's PrimeVest Financial Services Experience September 1998 - December 1999
Job SCADA Engineer at Swinerton Renewable Energy
Industry Electrical/Electronic Manufacturing
Experience
Swinerton Builders July 2013 - Present
Advanced Energy September 2010 - July 2013
SolarWorld April 2010 - September 2010
SolarWorld March 2009 - April 2010
Health Future, LLC September 2007 - June 2008
Merrill Corporation January 2000 - June 2007
PrimeVest Financial Services September 1998 - December 1999
Skills
Statistica, Visual Basic, SQL Server, Oracle SQL, Labview, Microsoft Office, html, spc, Matlab, DSP, Bicycle mechanic, SQL, Databases, Statistics, Automation, Programming, ASP.NET, microsoft charting, Test Engineering, Solar Energy, Data Analysis, Test Automation, Manufacturing, Requirements Analysis, Electronics, SPC, Renewable Energy, Engineering
Education
Oregon Institute of Technology 2007 — 2010
BS, Renewable Energy Engineering
North Dakota State University 1993 — 1998
BS, Management Information Systems
Swinerton Builders July 2013 - Present
Advanced Energy September 2010 - July 2013
SolarWorld April 2010 - September 2010
SolarWorld March 2009 - April 2010
Health Future, LLC September 2007 - June 2008
Merrill Corporation January 2000 - June 2007
PrimeVest Financial Services September 1998 - December 1999
Skills
Statistica, Visual Basic, SQL Server, Oracle SQL, Labview, Microsoft Office, html, spc, Matlab, DSP, Bicycle mechanic, SQL, Databases, Statistics, Automation, Programming, ASP.NET, microsoft charting, Test Engineering, Solar Energy, Data Analysis, Test Automation, Manufacturing, Requirements Analysis, Electronics, SPC, Renewable Energy, Engineering
Education
Oregon Institute of Technology 2007 — 2010
BS, Renewable Energy Engineering
North Dakota State University 1993 — 1998
BS, Management Information Systems
David Rixe's PrimeVest Financial Services Experience January 1996 - April 2006
Job Business Analyst at Merrill Corporation
Industry Financial Services
Experience
Merrill Corporation 2014 - Present
Coborn's Inc. 1999 - Present
Reich & Tang 2011 - 2012
Intrasweep, LLC April 2006 - 2011
PrimeVest Financial Services January 1996 - April 2006
DeZURIK 1991 - 1996
G. R. Herbergers 1986 - 1991
Skills
Cash Management, IT Operations, Business Analysis, Business Process..., Business Process, Sales, Financial Analysis, Process Improvement, Project Management, Series 7, Banking, Requirements Analysis, Account Management, Credit, Insurance, Vendor Management, Mutual Funds, Leadership, Risk Management, Management, Customer Service, Team Leadership, Team Building, Training, Financial Services
Education
Alexandria Technical College 1984 — 1986
Associate of Arts (A.A.), computer programming
Merrill Corporation 2014 - Present
Coborn's Inc. 1999 - Present
Reich & Tang 2011 - 2012
Intrasweep, LLC April 2006 - 2011
PrimeVest Financial Services January 1996 - April 2006
DeZURIK 1991 - 1996
G. R. Herbergers 1986 - 1991
Skills
Cash Management, IT Operations, Business Analysis, Business Process..., Business Process, Sales, Financial Analysis, Process Improvement, Project Management, Series 7, Banking, Requirements Analysis, Account Management, Credit, Insurance, Vendor Management, Mutual Funds, Leadership, Risk Management, Management, Customer Service, Team Leadership, Team Building, Training, Financial Services
Education
Alexandria Technical College 1984 — 1986
Associate of Arts (A.A.), computer programming
Scott Laughery Scott Laughery's PrimeVest Financial Services Experience September 1996 - February 2001
Job Business Developement
Industry Oil & Energy
Experience
Total Safety US, Inc. January 2013 - Present
Webb Murray - a Total Safety Company March 2010 - November 2012
Total Safety April 2005 - April 2011
Total Safety, US July 2002 - March 2005
Momentum Securities April 2001 - June 2002
PrimeVest Financial Services September 1996 - February 2001
Skills
Gas, Inspection, Petroleum, Energy, Contract Negotiation, Fire Protection, Safety Management..., Petrochemical, Refinery, Engineering, Risk Assessment, Natural Gas, Onshore, Contract Management, Pipelines, Upstream, Procurement, Industrial Safety, Oil/Gas, Construction Safety, HAZOP, Occupational Health, Root Cause Analysis, Water, Factory, Energy Industry, EHS, Accident Investigation, Refining, Emergency Management, Supervisory Skills, Drilling, Offshore Drilling, Oil & Gas Industry, Instrumentation, Power Generation, EPC, Downstream Oil & Gas, Industrial Hygiene, Environmental..., Process Safety, Construction, Oilfield, Commissioning, Workplace Safety, Environmental Awareness, Hazardous Waste..., Environmental Compliance, LNG, Oil & Gas
Education
Sam Houston State University 1986 — 1989
Finance, Finance/Economics
Westbury High School
Westbury High School
Westbury High School
Total Safety US, Inc. January 2013 - Present
Webb Murray - a Total Safety Company March 2010 - November 2012
Total Safety April 2005 - April 2011
Total Safety, US July 2002 - March 2005
Momentum Securities April 2001 - June 2002
PrimeVest Financial Services September 1996 - February 2001
Skills
Gas, Inspection, Petroleum, Energy, Contract Negotiation, Fire Protection, Safety Management..., Petrochemical, Refinery, Engineering, Risk Assessment, Natural Gas, Onshore, Contract Management, Pipelines, Upstream, Procurement, Industrial Safety, Oil/Gas, Construction Safety, HAZOP, Occupational Health, Root Cause Analysis, Water, Factory, Energy Industry, EHS, Accident Investigation, Refining, Emergency Management, Supervisory Skills, Drilling, Offshore Drilling, Oil & Gas Industry, Instrumentation, Power Generation, EPC, Downstream Oil & Gas, Industrial Hygiene, Environmental..., Process Safety, Construction, Oilfield, Commissioning, Workplace Safety, Environmental Awareness, Hazardous Waste..., Environmental Compliance, LNG, Oil & Gas
Education
Sam Houston State University 1986 — 1989
Finance, Finance/Economics
Westbury High School
Westbury High School
Westbury High School
Carl Abbott's PrimeVest Financial Services Experience January 2003 - November 2005
Job Sr. Software Engineer at ABILITY Network
Industry Computer Software
Experience
Ability Network October 2009 - Present
Rels March 2008 - October 2009
Compuware November 2005 - February 2008
Merrill Corporation November 2005 - December 2007
PrimeVest Financial Services January 2003 - November 2005
Small Fish Software July 2001 - January 2003
U.S. Bank September 2000 - July 2001
Lightning Rod Software March 2000 - August 2000
SUPERVALU 1998 - March 2000
Redline Healthcare December 1992 - 1998
Skills
C#, HTML, jQuery, ASP.NET, JavaScript, ADO.NET, ASP.NET MVC, AJAX, WCF, T-SQL, SQL Server, MVC, Visual Studio, LINQ, Microsoft SQL Server, SQL, Software Development, Web Applications, Databases, XML, Entity Framework, .NET, Agile Methodologies, Scrum, REST, CSS
Education
Augsburg College
Bachelor of Arts (BA), Computer Science
Ability Network October 2009 - Present
Rels March 2008 - October 2009
Compuware November 2005 - February 2008
Merrill Corporation November 2005 - December 2007
PrimeVest Financial Services January 2003 - November 2005
Small Fish Software July 2001 - January 2003
U.S. Bank September 2000 - July 2001
Lightning Rod Software March 2000 - August 2000
SUPERVALU 1998 - March 2000
Redline Healthcare December 1992 - 1998
Skills
C#, HTML, jQuery, ASP.NET, JavaScript, ADO.NET, ASP.NET MVC, AJAX, WCF, T-SQL, SQL Server, MVC, Visual Studio, LINQ, Microsoft SQL Server, SQL, Software Development, Web Applications, Databases, XML, Entity Framework, .NET, Agile Methodologies, Scrum, REST, CSS
Education
Augsburg College
Bachelor of Arts (BA), Computer Science
Kari Cedergren's PrimeVest Financial Services Experience February 2011 - January 2012
Job Investment Advisor Representative at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services February 2013 - Present
PrimeVest Financial Services February 2011 - January 2012
PrimeVest Financial Services July 2009 - January 2011
PrimeVest Financial Services September 2007 - July 2009
Wells Fargo August 2000 - August 2004
Education
St. Cloud State University 2008 — 2013
Master of Business Administration (MBA)
Hennepin Technical College 2004 — 2006
Associates
Northwestern College 1995 — 2000
Bachelor of Business Administration (BBA)
Cetera Investment Services February 2013 - Present
PrimeVest Financial Services February 2011 - January 2012
PrimeVest Financial Services July 2009 - January 2011
PrimeVest Financial Services September 2007 - July 2009
Wells Fargo August 2000 - August 2004
Education
St. Cloud State University 2008 — 2013
Master of Business Administration (MBA)
Hennepin Technical College 2004 — 2006
Associates
Northwestern College 1995 — 2000
Bachelor of Business Administration (BBA)
Karen Gilbertson Karen Gilbertson's PrimeVest Financial Services Experience February 2001 - April 2002
Job Process Excellence Lead
Industry Investment Management
Experience
Capital One Investing October 2012 - Present
ING DIRECT April 2011 - October 2012
ING DIRECT October 2008 - July 2011
ING DIRECT April 2002 - October 2008
PrimeVest Financial Services February 2001 - April 2002
Skills
Data Analysis, Minitab, Six Sigma, Lean Thinking, Statistical Tools, Banking, Project Management, Sales Management, Leadership Development, Problem Solving, Training, Communication, Financial Analysis, Risk Management, Coaching, Sales, Career Development, Time Management, Mentoring, Customer Escalation..., Six Thinking Hats, Instructional Design, Change Management, Adult Learning Theory, Customer Service, Mortgage Lending, Leadership, Business Process, Management, Call Centers, Customer Experience, Performance Management, Analytics, Process Improvement, Team Leadership, Vendor Management, Business Process..., Team Building, Business Analysis, Program Management, Cross-functional Team..., Team Management
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Environmental Science
University of Oxford 2004 — 2004
Literature
Capital One Investing October 2012 - Present
ING DIRECT April 2011 - October 2012
ING DIRECT October 2008 - July 2011
ING DIRECT April 2002 - October 2008
PrimeVest Financial Services February 2001 - April 2002
Skills
Data Analysis, Minitab, Six Sigma, Lean Thinking, Statistical Tools, Banking, Project Management, Sales Management, Leadership Development, Problem Solving, Training, Communication, Financial Analysis, Risk Management, Coaching, Sales, Career Development, Time Management, Mentoring, Customer Escalation..., Six Thinking Hats, Instructional Design, Change Management, Adult Learning Theory, Customer Service, Mortgage Lending, Leadership, Business Process, Management, Call Centers, Customer Experience, Performance Management, Analytics, Process Improvement, Team Leadership, Vendor Management, Business Process..., Team Building, Business Analysis, Program Management, Cross-functional Team..., Team Management
Education
Saint Cloud State University - G.R. Herberger College of Business 2003 — 2007
Environmental Science
University of Oxford 2004 — 2004
Literature
Andy Moll Andy Moll's PrimeVest Financial Services Experience October 2002 - November 2003
Job Partner at Mosford, Barthel & Co., PLC.
Industry Accounting
Experience
Mosford, Barthel & Co., PLC. December 2003 - Present
PrimeVest Financial Services October 2002 - November 2003
Mosford, Barthel & Co., PLC. October 1999 - September 2002
Skills
Accounting, Audit, Financial Reporting, Tax, GAAP, Small Business, Non-profits, Quickbooks, Tax Preparation, Access, Financial Planning, Corporate Tax, Fixed Assets, Sales Tax, Small Business..., QuickBooks, CPA, Tax Returns, Auditing, Income Tax, Finance
Education
Saint John's University 1995 — 1999
Bachelor of Arts, Accounting
Mosford, Barthel & Co., PLC. December 2003 - Present
PrimeVest Financial Services October 2002 - November 2003
Mosford, Barthel & Co., PLC. October 1999 - September 2002
Skills
Accounting, Audit, Financial Reporting, Tax, GAAP, Small Business, Non-profits, Quickbooks, Tax Preparation, Access, Financial Planning, Corporate Tax, Fixed Assets, Sales Tax, Small Business..., QuickBooks, CPA, Tax Returns, Auditing, Income Tax, Finance
Education
Saint John's University 1995 — 1999
Bachelor of Arts, Accounting
Jeff Lapsley Jeff Lapsley's PrimeVest Financial Services Experience February 1998 - July 1998
Job Deskside Support Engineer L3 at GE Capital IT Solutions/CompuCom
Industry Information Technology and Services
Experience
CompuCom October 2002 - Present
GE Capital July 1998 - September 2002
Primevest Financial Services February 1998 - July 1998
Skills
Technical Support, Hardware, Help Desk Support, Active Directory, Windows Server, Troubleshooting, Servers, Windows 7, ITIL, Windows XP, WinBatch, Batch Programming, System Migration, Shell Scripting, Linux, Citrix Metaframe, Cisco IOS, Linux Firewalls, Written Communication
Education
St. Cloud State University 1995 — 1997
Business Computer Information Systems
San Diego State University-California State University 1990 — 1992
Computer Science
CompuCom October 2002 - Present
GE Capital July 1998 - September 2002
Primevest Financial Services February 1998 - July 1998
Skills
Technical Support, Hardware, Help Desk Support, Active Directory, Windows Server, Troubleshooting, Servers, Windows 7, ITIL, Windows XP, WinBatch, Batch Programming, System Migration, Shell Scripting, Linux, Citrix Metaframe, Cisco IOS, Linux Firewalls, Written Communication
Education
St. Cloud State University 1995 — 1997
Business Computer Information Systems
San Diego State University-California State University 1990 — 1992
Computer Science
James J. Ward James J. Ward's PrimeVest Financial Services Experience 1994 - 2000
Job Professor of Entrepreneurship and Innovation in Aquascalientes Mexico
Industry Management Consulting
Experience
Tec de Monterrey Campus Aguascalientes July 2015 - Present
TwentyFirst 2014 - 2015
Fiduciaries Risk Retention Group 2012 - 2014
Marquee Fiduciary Advisors 2003 - 2012
Wealth Enhancement Group 2001 - 2003
Marquette Bank 2000 - 2001
PrimeVest Financial Services 1994 - 2000
Holcher and Company, CPAs 1986 - 1994
McMahon, Hartmann, Amundson and Company, CPAs 1983 - 1986
Skills
Leadership, Management, Strategic Planning, Sales, Marketing, Business Strategy, Public Speaking, Team Building, Investments, New Business Development, Customer Service, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Insurance, Risk Management, Microsoft Office
Education
William Mitchell College of Law 1978 — 1981
Doctor of Law (J.D.), Trusts and Estates
St. John's University 1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management
Tec de Monterrey Campus Aguascalientes July 2015 - Present
TwentyFirst 2014 - 2015
Fiduciaries Risk Retention Group 2012 - 2014
Marquee Fiduciary Advisors 2003 - 2012
Wealth Enhancement Group 2001 - 2003
Marquette Bank 2000 - 2001
PrimeVest Financial Services 1994 - 2000
Holcher and Company, CPAs 1986 - 1994
McMahon, Hartmann, Amundson and Company, CPAs 1983 - 1986
Skills
Leadership, Management, Strategic Planning, Sales, Marketing, Business Strategy, Public Speaking, Team Building, Investments, New Business Development, Customer Service, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Insurance, Risk Management, Microsoft Office
Education
William Mitchell College of Law 1978 — 1981
Doctor of Law (J.D.), Trusts and Estates
St. John's University 1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management
Jessica Filiaggi Jessica Filiaggi's PrimeVest Financial Services Experience February 2007 - February 2010
Job Regulatory Compliance Manager AntiMoney Laundering Compliance Officer
Industry Financial Services
Experience
DST Market Services, LLC member FINRA April 2013 - Present
AIS Planning, Fintegra November 2010 - February 2013
NEXT 2011 - 2012
PrimeVest Financial Services February 2007 - February 2010
PrimeVest Financial Services September 2002 - February 2007
Skills
Securities, Series 7, Mutual Funds, Retirement Planning, Investment Advisory, Risk Management, Sales, Retirement, Investments, Insurance, Series 63, Wealth Management, Uniform Combined State..., Strategic Financial..., Asset Managment, Asset Allocation, Portfolio Management, Tax, Estate Planning, Series 24- General..., Series 53-Municipal..., Life-Wealth Planning, Cash Flow Planning, Group Retirement Plans, Financial Services, FINRA, Series 24, Financial Planning, Asset Management
Education
College of St. Benedict 2000 — 2004
BA, Political Science
Brainerd High School 1996-2000 1996 — 2000
Diploma
DST Market Services, LLC member FINRA April 2013 - Present
AIS Planning, Fintegra November 2010 - February 2013
NEXT 2011 - 2012
PrimeVest Financial Services February 2007 - February 2010
PrimeVest Financial Services September 2002 - February 2007
Skills
Securities, Series 7, Mutual Funds, Retirement Planning, Investment Advisory, Risk Management, Sales, Retirement, Investments, Insurance, Series 63, Wealth Management, Uniform Combined State..., Strategic Financial..., Asset Managment, Asset Allocation, Portfolio Management, Tax, Estate Planning, Series 24- General..., Series 53-Municipal..., Life-Wealth Planning, Cash Flow Planning, Group Retirement Plans, Financial Services, FINRA, Series 24, Financial Planning, Asset Management
Education
College of St. Benedict 2000 — 2004
BA, Political Science
Brainerd High School 1996-2000 1996 — 2000
Diploma
Kristi Stanwick Kristi Stanwick's PrimeVest Financial Services Experience April 2001 - July 2003
Job Planner II/Buyer II at Malco Products Inc.
Industry Machinery
Experience
Malco Products Inc. January 2014 - Present
American Manufacturing April 2013 - January 2014
American Manufacturing Company, Inc. January 2012 - April 2013
Bobcat Company September 2011 - January 2012
Crest Healthcare Supply January 2008 - September 2011
CS Sports Bar & Restaurant July 2003 - December 2009
PrimeVest Financial Services April 2001 - July 2003
Skills
Communications, Supplier Negotiations, Hospitality, Management, Training, Supplier Negotiation, Purchasing, Process Improvement, Budgets, Cross-functional Team..., Microsoft Office, Sales, Product Development, Sales Management, Customer Service
Education
St. Cloud State University, MN US 1996 — 2000
DEGREE: Bachelors Degree, Mass Communications - Advertising; Graphic Design
Institute of Children's Literature 2007 — 2008
Certificate, Creative Writing
St. Cloud State University
Bachelor of Science (B.S.), Mass Communications
Malco Products Inc. January 2014 - Present
American Manufacturing April 2013 - January 2014
American Manufacturing Company, Inc. January 2012 - April 2013
Bobcat Company September 2011 - January 2012
Crest Healthcare Supply January 2008 - September 2011
CS Sports Bar & Restaurant July 2003 - December 2009
PrimeVest Financial Services April 2001 - July 2003
Skills
Communications, Supplier Negotiations, Hospitality, Management, Training, Supplier Negotiation, Purchasing, Process Improvement, Budgets, Cross-functional Team..., Microsoft Office, Sales, Product Development, Sales Management, Customer Service
Education
St. Cloud State University, MN US 1996 — 2000
DEGREE: Bachelors Degree, Mass Communications - Advertising; Graphic Design
Institute of Children's Literature 2007 — 2008
Certificate, Creative Writing
St. Cloud State University
Bachelor of Science (B.S.), Mass Communications
Joe Eckelkamp's PrimeVest Financial Services Experience May 2008 - August 2012
Job Field Supervision Director at Edward Jones
Industry Financial Services
Experience
Edward Jones August 2012 - Present
PrimeVest Financial Services May 2008 - August 2012
Skills
Series 7, Series 9/10, Series 24, Series 63, Series 65, Compliance, Securities Regulation
Education
Benedictine College 2002 — 2006
BA, Finance
Edward Jones August 2012 - Present
PrimeVest Financial Services May 2008 - August 2012
Skills
Series 7, Series 9/10, Series 24, Series 63, Series 65, Compliance, Securities Regulation
Education
Benedictine College 2002 — 2006
BA, Finance
bruce pitcock bruce pitcock's PrimeVest Financial Services Experience February 2010 - May 2010
Job Technical Writer at Quantum Retail Technology
Industry Information Technology and Services
Experience
Quantum Retail Technology April 2014 - Present
Pearson VUE April 2012 - April 2014
Aware Web Solutions, Inc. October 2011 - February 2012
Clientek June 2010 - September 2011
PrimeVest Financial Services February 2010 - May 2010
eLoyalty August 2009 - January 2010
AmerisourceBergen September 2007 - August 2009
Countrywide Home Loans March 2005 - August 2007
Ad Rem Consulting January 2000 - February 2005
Skills
Technical Writing, SDLC, Technical Documentation, Web Development, SharePoint, Visio, Content Management, Software Documentation, HTML, Project Management, Requirements Analysis, Business Analysis, Process Improvement, Agile Methodologies, XML, Scrum, Enterprise Software
Education
University of California, San Francisco
BS, Information Systems Managment
Quantum Retail Technology April 2014 - Present
Pearson VUE April 2012 - April 2014
Aware Web Solutions, Inc. October 2011 - February 2012
Clientek June 2010 - September 2011
PrimeVest Financial Services February 2010 - May 2010
eLoyalty August 2009 - January 2010
AmerisourceBergen September 2007 - August 2009
Countrywide Home Loans March 2005 - August 2007
Ad Rem Consulting January 2000 - February 2005
Skills
Technical Writing, SDLC, Technical Documentation, Web Development, SharePoint, Visio, Content Management, Software Documentation, HTML, Project Management, Requirements Analysis, Business Analysis, Process Improvement, Agile Methodologies, XML, Scrum, Enterprise Software
Education
University of California, San Francisco
BS, Information Systems Managment
Jeanann Smith's PrimeVest Financial Services Experience June 1999 - December 2000
Job Director, Product Management at DTCC
Industry Financial Services
Experience
DTCC October 2009 - Present
The Depository Trust & Clearing Corporation October 2006 - October 2009
Nationwide Financial March 2005 - October 2006
Wells Fargo Investments December 2000 - March 2005
PrimeVest Financial Services June 1999 - December 2000
Piper Jaffray June 1995 - June 1999
Lincoln Financial Group 1987 - 1995
Lincoln Financial Group 1984 - 1995
Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management
Education
St. Catherine University 1996 — 1997
Business Management
University of Saint Francis 1991 — 1995
Business Management
DTCC October 2009 - Present
The Depository Trust & Clearing Corporation October 2006 - October 2009
Nationwide Financial March 2005 - October 2006
Wells Fargo Investments December 2000 - March 2005
PrimeVest Financial Services June 1999 - December 2000
Piper Jaffray June 1995 - June 1999
Lincoln Financial Group 1987 - 1995
Lincoln Financial Group 1984 - 1995
Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management
Education
St. Catherine University 1996 — 1997
Business Management
University of Saint Francis 1991 — 1995
Business Management
Jeffrey Murry Jeffrey Murry's PrimeVest Financial Services Experience August 2008 - March 2010
Job Wealth Management Consultant at 1st Global
Industry Financial Services
Experience
1st Global November 2014 - Present
1st Global April 2010 - November 2014
1st Global March 2010 - September 2011
PrimeVest Financial Services August 2008 - March 2010
Citizens National Bank August 2008 - March 2010
Skills
Investments, Securities, Trading, Portfolio Management, Financial Advisory, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Strategic Financial..., Mutual Funds, 401k, Account Management, MBA, Investment Strategies, Financial Planning
Education
University of North Texas 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management
Stephen F. Austin State University 2004 — 2008
BBA, Finance
1st Global November 2014 - Present
1st Global April 2010 - November 2014
1st Global March 2010 - September 2011
PrimeVest Financial Services August 2008 - March 2010
Citizens National Bank August 2008 - March 2010
Skills
Investments, Securities, Trading, Portfolio Management, Financial Advisory, Series 7, Series 63, Uniform Combined State..., Retirement Planning, Strategic Financial..., Mutual Funds, 401k, Account Management, MBA, Investment Strategies, Financial Planning
Education
University of North Texas 2011 — 2013
Master of Business Administration (M.B.A.), Strategic Management
Stephen F. Austin State University 2004 — 2008
BBA, Finance
James Masseron James Masseron's PrimeVest Financial Services Experience 2004 - 2006
Job Insurance Professional
Industry Insurance
Experience
PrimeVest Financial Services 2004 - 2006
Legg Mason 1998 - 2002
Education
University of Maryland College Park 1977 — 1980
PrimeVest Financial Services 2004 - 2006
Legg Mason 1998 - 2002
Education
University of Maryland College Park 1977 — 1980
Brad Byers Brad Byers's PrimeVest Financial Services Experience 1995 - 1999
Job Financial Planner at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Brokage Services, Inc 2003 - Present
PrimeVest Financial Services 1995 - 1999
Education
Eastern Illinois University 1974 — 1978
BS, Marketing
CUNA Brokage Services, Inc 2003 - Present
PrimeVest Financial Services 1995 - 1999
Education
Eastern Illinois University 1974 — 1978
BS, Marketing
Mark Esser's PrimeVest Financial Services Experience September 2000 - October 2003
Job
Industry Information Technology and Services
Experience
Best Buy March 2014 - Present
University of Minnesota June 2008 - February 2014
Macy's North May 2005 - June 2008
Target Corporation October 2003 - May 2005
PrimeVest Financial Services September 2000 - October 2003
American Identity March 1997 - September 2000
Avery Brothers May 1996 - March 1997
K-Products January 1995 - May 1996
Skills
OS X, Apache, Linux System..., Microsoft Office, Perl, Unix, Security, Solaris, Active Directory, Windows Server, Adobe Creative Suite, ITIL Certified, Customer Service, Agile Methodolgy, Process Improvement, Technical Documentation, Ubuntu, Red Hat Linux, ZFS, IIS, Mac OS X Server, VMware ESX, Mac OS X, vSphere, VMware Fusion, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon, Chef Opscode, Splunk, Nagios, Apache 2, MySQL, Netbackup, Kickstart, Jumpstart, Bash, Ruby, Service-Now, Git, Vagrant, Tape Libraries, FileMaker Pro, Service Now
Education
Augustana University (SD) 1989 — 1993
BA
Aberdeen Central High School 1986 — 1989
Best Buy March 2014 - Present
University of Minnesota June 2008 - February 2014
Macy's North May 2005 - June 2008
Target Corporation October 2003 - May 2005
PrimeVest Financial Services September 2000 - October 2003
American Identity March 1997 - September 2000
Avery Brothers May 1996 - March 1997
K-Products January 1995 - May 1996
Skills
OS X, Apache, Linux System..., Microsoft Office, Perl, Unix, Security, Solaris, Active Directory, Windows Server, Adobe Creative Suite, ITIL Certified, Customer Service, Agile Methodolgy, Process Improvement, Technical Documentation, Ubuntu, Red Hat Linux, ZFS, IIS, Mac OS X Server, VMware ESX, Mac OS X, vSphere, VMware Fusion, Amazon Web Services..., Amazon EC2, Amazon S3, Amazon, Chef Opscode, Splunk, Nagios, Apache 2, MySQL, Netbackup, Kickstart, Jumpstart, Bash, Ruby, Service-Now, Git, Vagrant, Tape Libraries, FileMaker Pro, Service Now
Education
Augustana University (SD) 1989 — 1993
BA
Aberdeen Central High School 1986 — 1989
Wayne Krell, CTP's PrimeVest Financial Services Experience February 2006 - August 2010
Job Senior Accountant at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group August 2010 - Present
PrimeVest Financial Services February 2006 - August 2010
PrimeVest Financial Services April 2001 - February 2006
Skills
Treasury Services, Accounting, ACH, General Ledger, Cash Management, Mutual Funds, Investments, Internal Controls, Risk Management, Banking
Education
Minnesota State University, Moorhead 1990 — 1994
Bachelor of Science, Business Administration
Cetera Financial Group August 2010 - Present
PrimeVest Financial Services February 2006 - August 2010
PrimeVest Financial Services April 2001 - February 2006
Skills
Treasury Services, Accounting, ACH, General Ledger, Cash Management, Mutual Funds, Investments, Internal Controls, Risk Management, Banking
Education
Minnesota State University, Moorhead 1990 — 1994
Bachelor of Science, Business Administration
James Holweger's PrimeVest Financial Services Experience 1993 - 2001
Job IS Director, at Marco, Inc.
Industry Information Technology and Services
Experience
Marco, Inc. March 2013 - Present
Cetera Financial Group September 2008 - March 2013
ING Advisor's Network January 2001 - September 2008
ING Advisor's Network January 2001 - September 2008
PrimeVest Financial Services, Inc January 1994 - January 2001
PrimeVest Financial Services, Inc January 1991 - January 2001
PrimeVest Financial Services 1993 - 2001
PrimeVest Financial Services, Inc January 1993 - January 1994
Dairyland Computers and Consulting January 1988 - January 1991
Skills
Process Engineering, Disaster Recovery, Application Development, Customer Relations, Budgeting, Budgets, IT Strategy, Software Development, Windows, Risk Management, Leadership, Requirements Analysis, Vendor Management, Project Management, SDLC, Customer Service, Program Management, Business Analysis, Access, Telecommunications, Software Project..., Change Management, Process Improvement, Team Leadership, Lean Management, Management, EMC Storage, Cisco Technologies, Quality Assurance, IT Management, Information Technology, Thin Computing, Salesforce.com, Integration, SharePoint, CRM, Visio, Data Center, Active Directory, ERP, ITIL, Enterprise Architecture, Software Documentation, Project Portfolio..., Crestron, APC UPS, Business Process..., IT Operations, Servers, Requirements Gathering
Education
North Dakota State College of Science 1986 — 1990
Computer Porgramming and Microcomputer Technologies
North Dakota State College of Science 1986 — 1988
I; Degree, Micro-Computer Systems and
The University of North Dakota
General Studies, Business Administration and Management, General
Marco, Inc. March 2013 - Present
Cetera Financial Group September 2008 - March 2013
ING Advisor's Network January 2001 - September 2008
ING Advisor's Network January 2001 - September 2008
PrimeVest Financial Services, Inc January 1994 - January 2001
PrimeVest Financial Services, Inc January 1991 - January 2001
PrimeVest Financial Services 1993 - 2001
PrimeVest Financial Services, Inc January 1993 - January 1994
Dairyland Computers and Consulting January 1988 - January 1991
Skills
Process Engineering, Disaster Recovery, Application Development, Customer Relations, Budgeting, Budgets, IT Strategy, Software Development, Windows, Risk Management, Leadership, Requirements Analysis, Vendor Management, Project Management, SDLC, Customer Service, Program Management, Business Analysis, Access, Telecommunications, Software Project..., Change Management, Process Improvement, Team Leadership, Lean Management, Management, EMC Storage, Cisco Technologies, Quality Assurance, IT Management, Information Technology, Thin Computing, Salesforce.com, Integration, SharePoint, CRM, Visio, Data Center, Active Directory, ERP, ITIL, Enterprise Architecture, Software Documentation, Project Portfolio..., Crestron, APC UPS, Business Process..., IT Operations, Servers, Requirements Gathering
Education
North Dakota State College of Science 1986 — 1990
Computer Porgramming and Microcomputer Technologies
North Dakota State College of Science 1986 — 1988
I; Degree, Micro-Computer Systems and
The University of North Dakota
General Studies, Business Administration and Management, General
Deborah Gunderson's PrimeVest Financial Services Experience March 2003 - March 2007
Job Operations Manager at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services June 2014 - Present
Cetera Financial Group March 2007 - June 2014
PrimeVest Financial Services March 2003 - March 2007
PrimeVest Financial Services March 2000 - March 2003
PrimeVest Financial Services March 1997 - March 2000
Rinke Noonan Law Firm March 1991 - March 1997
Skills
Series 7, FINRA, Securities, Investments, Process Improvement
Education
St. Cloud State University 1985 — 1990
BS, English
Cetera Investment Services June 2014 - Present
Cetera Financial Group March 2007 - June 2014
PrimeVest Financial Services March 2003 - March 2007
PrimeVest Financial Services March 2000 - March 2003
PrimeVest Financial Services March 1997 - March 2000
Rinke Noonan Law Firm March 1991 - March 1997
Skills
Series 7, FINRA, Securities, Investments, Process Improvement
Education
St. Cloud State University 1985 — 1990
BS, English
Dustin Seagren's PrimeVest Financial Services Experience 2000 - 2002
Job Network Support Analyst II at UpsherSmith Laboratories
Industry Staffing and Recruiting
Experience
Upsher-Smith Laboratories July 2011 - Present
Atterro Human Capital Group February 2010 - July 2011
Genmab October 2004 - November 2009
GeoComm 2003 - October 2004
PrimeVest Financial Services 2000 - 2002
Skills
VMware, Microsoft Exchange, Cisco Technologies, Active Directory, VMware Infrastructure, DHCP, DNS, vSphere, Cluster, Storage Area Networks, TCP/IP, IIS, Troubleshooting, Network Administration
Education
St. Cloud State University 1997 — 2002
Bachelor of Science (BS), Business Computer Information Systems
Upsher-Smith Laboratories July 2011 - Present
Atterro Human Capital Group February 2010 - July 2011
Genmab October 2004 - November 2009
GeoComm 2003 - October 2004
PrimeVest Financial Services 2000 - 2002
Skills
VMware, Microsoft Exchange, Cisco Technologies, Active Directory, VMware Infrastructure, DHCP, DNS, vSphere, Cluster, Storage Area Networks, TCP/IP, IIS, Troubleshooting, Network Administration
Education
St. Cloud State University 1997 — 2002
Bachelor of Science (BS), Business Computer Information Systems
C. DeMars's PrimeVest Financial Services Experience January 2002 - Present
Job ira specialist at ING
Industry Financial Services
Experience
ING December 2003 - Present
PrimeVest Financial Services January 2002 - Present
Wagonlit Travel January 1998 - January 2002
ARC Department January 1997 - January 1998
Wagonlit Travel January 1991 - January 1997
Education
Northwestern Travel School
a Certificate, the Travel Industry
Surrey High School
high school diploma
Minot State University
ING December 2003 - Present
PrimeVest Financial Services January 2002 - Present
Wagonlit Travel January 1998 - January 2002
ARC Department January 1997 - January 1998
Wagonlit Travel January 1991 - January 1997
Education
Northwestern Travel School
a Certificate, the Travel Industry
Surrey High School
high school diploma
Minot State University
Brad Byers, CFP™, ChFC's PrimeVest Financial Services Experience 1995 - 1998
Job Financial Planner located at Wings Financial Federal Credit Union
Industry Financial Services
Experience
Wings Financial Federal Credit Union January 2003 - Present
CUNA Mutual Group 2003 - 2013
Associated Bank July 2001 - January 2003
National City Bank 1998 - 2001
Primevest Financial Services 1995 - 1998
Skills
Chartered Financial..., Life Insurance, Customer Service, Financial Advisory, Series 65, Strategic Financial..., Mutual Funds, Series 7, Credit Analysis, Credit Unions, Wealth Management...
Education
College for Financial Planning 1992 — 1994
CFP
Eastern Illinois University 1974 — 1978
Bachelor of Science (BS), Marketing
Wings Financial Federal Credit Union January 2003 - Present
CUNA Mutual Group 2003 - 2013
Associated Bank July 2001 - January 2003
National City Bank 1998 - 2001
Primevest Financial Services 1995 - 1998
Skills
Chartered Financial..., Life Insurance, Customer Service, Financial Advisory, Series 65, Strategic Financial..., Mutual Funds, Series 7, Credit Analysis, Credit Unions, Wealth Management...
Education
College for Financial Planning 1992 — 1994
CFP
Eastern Illinois University 1974 — 1978
Bachelor of Science (BS), Marketing
William Tribble's PrimeVest Financial Services Experience July 2011 - October 2011
Job GBS Strategy and Transformation
Industry Financial Services
Experience
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
IBM GBS Strategy & Transformation October 2014 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) 2008 - May 2014
Raymond James Financial Inc. May 2012 - February 2014
PrimeVest Financial Services July 2011 - October 2011
Wells Fargo Advisors September 2009 - June 2011
Vanguard October 2008 - September 2009
LPL Financial December 2007 - September 2008
First Clearing LLC August 2006 - December 2007
Wachovia Securities May 2002 - July 2006
Skills
Financial Services, Analysis, Mutual Funds, Business Analysis, Banking, Finance, Project Management, Mergers & Acquisitions, Risk Management, Cross-functional Team..., Back Office, CRM, Trading, Fixed Income, Business Process..., Integration, Management Consulting, Business Strategy, Capital Markets, Equities, Quality Assurance, Security Operations, Strategic Planning, Change Management, Financial Modeling, Relationship Management, Program Management, Customer Operations, IT Audit, Data Analysis, Business Process..., Data Mapping, Equity Capital Markets, Order Management
Education
East Carolina University 1996 — 2002
Bachelor of Science, Business Administration; Managerial Finance
Tilburg University 2001 — 2002
International Marketing and Strategy
Don Christenson's PrimeVest Financial Services Experience May 1997 - November 2012
Job Financial Advisor at Great River Financial & Investment Services
Industry Financial Services
Experience
Great River Financial & Investment Services November 2012 - Present
PrimeVest Financial Services May 1997 - November 2012
Education
College of Saint Benedict 1990 — 1994
Theology
Saint John's University 1990 — 1994
Theology
Great River Financial & Investment Services November 2012 - Present
PrimeVest Financial Services May 1997 - November 2012
Education
College of Saint Benedict 1990 — 1994
Theology
Saint John's University 1990 — 1994
Theology
Julie Patin's PrimeVest Financial Services Experience 2000 - 2001
Job Vice President, Product Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2011 - Present
Wells Fargo Investments, LLC September 2008 - December 2010
Wells Fargo Investments, LLC August 2007 - September 2008
Wells Fargo Investments, LLC January 2001 - August 2007
PrimeVest Financial Services 2000 - 2001
Washington Square Securities, INC 1998 - 2000
Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 24, Relationship Management, Product Development, Leadership, Project Management, Business Analysis, Microsoft Office, PowerPoint
Education
St. Cloud State University 1992 — 1997
Bachelors of Science, Major in Finance, Minor in Economics
Park Rapids High School
Wells Fargo Advisors, LLC January 2011 - Present
Wells Fargo Investments, LLC September 2008 - December 2010
Wells Fargo Investments, LLC August 2007 - September 2008
Wells Fargo Investments, LLC January 2001 - August 2007
PrimeVest Financial Services 2000 - 2001
Washington Square Securities, INC 1998 - 2000
Skills
Mutual Funds, Series 7, Series 63, Series 65, Series 24, Relationship Management, Product Development, Leadership, Project Management, Business Analysis, Microsoft Office, PowerPoint
Education
St. Cloud State University 1992 — 1997
Bachelors of Science, Major in Finance, Minor in Economics
Park Rapids High School
Stuart Warner's PrimeVest Financial Services Experience 1992 - 1994
Job Real Estate Investments
Industry Real Estate
Experience
Arizona Realty One Group May 2000 - Present
US Bank Home Mortgage REO 2008 - 2013
Intelitouch, Inc 1999 - 2000
PFIC Securities Inc January 1994 - May 1997
PrimeVest Financial Services 1992 - 1994
Marketing One, Inc 1986 - 1991
Skills
Equities, Fixed Income, Financial Analysis, Risk Management, Investments, Microsoft Excel, Financial Markets, Banking, Real Estate, Investment Properties, Single Family Homes, Buyer Representation, Foreclosures, REO, Vacation Homes, Real Property, Move Up Buyers, Condos, New Home Sales, Investors, ABR, Townhomes, Short Sales, Referrals, Buyers, Sellers, First Time Home Buyers
Education
University of Oregon 1973 — 1981
Portland State University - School of Business
Bachelor's degree, Political Science and Government
Arizona Realty One Group May 2000 - Present
US Bank Home Mortgage REO 2008 - 2013
Intelitouch, Inc 1999 - 2000
PFIC Securities Inc January 1994 - May 1997
PrimeVest Financial Services 1992 - 1994
Marketing One, Inc 1986 - 1991
Skills
Equities, Fixed Income, Financial Analysis, Risk Management, Investments, Microsoft Excel, Financial Markets, Banking, Real Estate, Investment Properties, Single Family Homes, Buyer Representation, Foreclosures, REO, Vacation Homes, Real Property, Move Up Buyers, Condos, New Home Sales, Investors, ABR, Townhomes, Short Sales, Referrals, Buyers, Sellers, First Time Home Buyers
Education
University of Oregon 1973 — 1981
Portland State University - School of Business
Bachelor's degree, Political Science and Government
Jeffrey DeVries's PrimeVest Financial Services Experience September 1997 - November 1999
Job Senior Operations Leader Reshaping World Class Organizations
Industry Utilities
Experience
Landis+Gyr March 2015 - July 2015
Landis+Gyr January 2012 - March 2015
Landis+Gyr January 2010 - January 2012
Landis & Gyr September 2007 - January 2009
Landis+Gyr January 2003 - August 2007
Landis+Gyr November 1999 - December 2002
PrimeVest Financial Services September 1997 - November 1999
Skills
Customer Service, Change Management, Program Management, Operations Management, Documentation, Process Improvement, Team Building, Customer Relations, Microsoft Office, Strategic Planning, Problem Solving, Vendor Management, Performance Management, Budgeting, Process Engineering, Contract Negotiation, Forecasting, Coaching, Integration, Planning, Organizational..., Business Strategy, New Business Development
Education
Chapman University 1995 — 1996
Graduate Certificate, Human Resources and Organizational Development
Park University 1992 — 1995
BS Business Management
Landis+Gyr March 2015 - July 2015
Landis+Gyr January 2012 - March 2015
Landis+Gyr January 2010 - January 2012
Landis & Gyr September 2007 - January 2009
Landis+Gyr January 2003 - August 2007
Landis+Gyr November 1999 - December 2002
PrimeVest Financial Services September 1997 - November 1999
Skills
Customer Service, Change Management, Program Management, Operations Management, Documentation, Process Improvement, Team Building, Customer Relations, Microsoft Office, Strategic Planning, Problem Solving, Vendor Management, Performance Management, Budgeting, Process Engineering, Contract Negotiation, Forecasting, Coaching, Integration, Planning, Organizational..., Business Strategy, New Business Development
Education
Chapman University 1995 — 1996
Graduate Certificate, Human Resources and Organizational Development
Park University 1992 — 1995
BS Business Management
Carrie Danz's PrimeVest Financial Services Experience November 2012 - January 2013
Job Systems QA Analyst at Wells Fargo Insurance Services / RCIS
Industry Information Technology and Services
Experience
Wells Fargo Insurance Services / RCIS January 2013 - Present
PrimeVest Financial Services November 2012 - January 2013
RCIS / Wells Fargo March 2012 - September 2012
Advanced Informatics/E*Value September 2011 - January 2012
N/A 2012 - 2012
Wells Fargo February 2010 - July 2011
The Hartford 2003 - 2009
Hartford Life 1995 - 2002
Hartford Life 1992 - 1994
Hartford Life 1988 - 1992
Skills
Quality Center, Business Analysis, Process Improvement, SDLC, Quality Assurance, Requirements Analysis, Testing, Software Documentation, SharePoint, Integration, Test Planning, Business Requirements, SQL, Analysis, Databases
Education
1 North Central University
B.S., Behavioral Science, graduated Cum Laude
Anoka Ramsey Community College
North Hennepin Community College
Completed course work in SQL
Wells Fargo Insurance Services / RCIS January 2013 - Present
PrimeVest Financial Services November 2012 - January 2013
RCIS / Wells Fargo March 2012 - September 2012
Advanced Informatics/E*Value September 2011 - January 2012
N/A 2012 - 2012
Wells Fargo February 2010 - July 2011
The Hartford 2003 - 2009
Hartford Life 1995 - 2002
Hartford Life 1992 - 1994
Hartford Life 1988 - 1992
Skills
Quality Center, Business Analysis, Process Improvement, SDLC, Quality Assurance, Requirements Analysis, Testing, Software Documentation, SharePoint, Integration, Test Planning, Business Requirements, SQL, Analysis, Databases
Education
1 North Central University
B.S., Behavioral Science, graduated Cum Laude
Anoka Ramsey Community College
North Hennepin Community College
Completed course work in SQL
Sheila Ahrens's PrimeVest Financial Services Experience March 1990 - March 2009
Job Travel Director
Industry Events Services
Experience
ITA Group, Inc. July 2012 - Present
metroConnections June 2011 - Present
Frontier Adjusters, Inc July 2011 - February 2013
Wolters Kluwer Financial Services May 2010 - December 2010
PrimeVest Financial Services March 1990 - March 2009
Skills
Marketing, Customer Service, Change Management, Event Management, Account Management, Microsoft Excel, Process Improvement
Education
St. Cloud State University
Bachelor of Arts, Geography/Travel/Tourism
ITA Group, Inc. July 2012 - Present
metroConnections June 2011 - Present
Frontier Adjusters, Inc July 2011 - February 2013
Wolters Kluwer Financial Services May 2010 - December 2010
PrimeVest Financial Services March 1990 - March 2009
Skills
Marketing, Customer Service, Change Management, Event Management, Account Management, Microsoft Excel, Process Improvement
Education
St. Cloud State University
Bachelor of Arts, Geography/Travel/Tourism
Jean Lund's PrimeVest Financial Services Experience January 1989 - November 2002
Job Performance Improvement Senior Consultant at CentraCare Health
Industry Hospital & Health Care
Experience
CentraCare Health March 2014 - Present
CentraCare Health February 2012 - February 2014
Wolters Kluwer Financial Services, Inc. November 2003 - February 2012
PrimeVest Financial Services January 1989 - November 2002
Skills
Process Improvement, Business Process..., Business Analysis, Six Sigma, Management, Cross-functional Team..., Forecasting, Lean Manufacturing, Change Management, Financial Analysis, Business Process, SAP, ERP, Analysis, Leadership, Program Management, Strategic Planning, Performance Improvement, Project Management
Education
St. Cloud State University - Herberger Business School
MBA, Finance
Saint Cloud State University
MBA, Finance
CentraCare Health March 2014 - Present
CentraCare Health February 2012 - February 2014
Wolters Kluwer Financial Services, Inc. November 2003 - February 2012
PrimeVest Financial Services January 1989 - November 2002
Skills
Process Improvement, Business Process..., Business Analysis, Six Sigma, Management, Cross-functional Team..., Forecasting, Lean Manufacturing, Change Management, Financial Analysis, Business Process, SAP, ERP, Analysis, Leadership, Program Management, Strategic Planning, Performance Improvement, Project Management
Education
St. Cloud State University - Herberger Business School
MBA, Finance
Saint Cloud State University
MBA, Finance
Beth Ann Tibbals-Benson's PrimeVest Financial Services Experience 2002 - 2004
Job Corporate Storyteller and Skilled Project Manager
Industry Law Practice
Experience
Foley & Lardner LLP September 2011 - Present
BrainLAB August 2008 - June 2011
Edelman 2004 - 2008
PrimeVest Financial Services 2002 - 2004
Girl Scouts of the USA 2001 - 2002
Bottom Line Marketing & Public Relations 2000 - 2001
Skills
Copywriting, Writing, Editing, Project Management, Corporate Communications, Strategic Communications, Marketing Communications, Web Content, Marketing Strategy, Newsletters, Social Media, Social Media Marketing, Corporate Blogging, Style Guides, Video Scripts, Video Editing, Public Relations, Press Releases, Public Affairs, Research, Content Development, Internal Communications, Media Relations, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Marquette University 1996 — 2000
BA, Public Relations
Foley & Lardner LLP September 2011 - Present
BrainLAB August 2008 - June 2011
Edelman 2004 - 2008
PrimeVest Financial Services 2002 - 2004
Girl Scouts of the USA 2001 - 2002
Bottom Line Marketing & Public Relations 2000 - 2001
Skills
Copywriting, Writing, Editing, Project Management, Corporate Communications, Strategic Communications, Marketing Communications, Web Content, Marketing Strategy, Newsletters, Social Media, Social Media Marketing, Corporate Blogging, Style Guides, Video Scripts, Video Editing, Public Relations, Press Releases, Public Affairs, Research, Content Development, Internal Communications, Media Relations, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office
Education
Marquette University 1996 — 2000
BA, Public Relations
Jeff Sams, CFA's PrimeVest Financial Services Experience June 2005 - May 2012
Job Portfolio Services Manager at Northland Securities, Inc
Industry Financial Services
Experience
Northland Securities, Inc June 2012 - Present
PrimeVest Financial Services June 2005 - May 2012
Skills
Fixed Income, Securities, Series 7, Investments, Bloomberg, Mutual Funds, Series 63, Loans, Portfolio Management, Trading, Equities
Education
CFA Institute 2004 — 2008
Chartered Financial Analyst (CFA) Program
University of Minnesota - Carlson School of Management 1996 — 2000
Northland Securities, Inc June 2012 - Present
PrimeVest Financial Services June 2005 - May 2012
Skills
Fixed Income, Securities, Series 7, Investments, Bloomberg, Mutual Funds, Series 63, Loans, Portfolio Management, Trading, Equities
Education
CFA Institute 2004 — 2008
Chartered Financial Analyst (CFA) Program
University of Minnesota - Carlson School of Management 1996 — 2000
Leon Kosiba's PrimeVest Financial Services Experience March 2006 - December 2009
Job Lead Software Engineer at ProcessPro
Industry Computer Software
Experience
Coldspring September 2015 - Present
ProcessPro June 2014 - August 2015
eRecording Partners Network August 2012 - June 2014
GeoComm November 2010 - August 2012
PrimeVest Financial Services March 2006 - December 2009
Wolters Kluwer Financial Services December 1997 - February 2006
Gold' N Plump Poultry February 1989 - December 1997
Skills
ASP.NET, C#, Silverlight, .NET, WCF, WPF, XAML, MVVM, Web Services API, Web Services, Microsoft SQL Server, Oracle PL/SQL..., Scrum, XML, Communication
Education
St. Cloud State University 1989 — 1998
BES, Computer Science, Business Computer Information Systems
Coldspring September 2015 - Present
ProcessPro June 2014 - August 2015
eRecording Partners Network August 2012 - June 2014
GeoComm November 2010 - August 2012
PrimeVest Financial Services March 2006 - December 2009
Wolters Kluwer Financial Services December 1997 - February 2006
Gold' N Plump Poultry February 1989 - December 1997
Skills
ASP.NET, C#, Silverlight, .NET, WCF, WPF, XAML, MVVM, Web Services API, Web Services, Microsoft SQL Server, Oracle PL/SQL..., Scrum, XML, Communication
Education
St. Cloud State University 1989 — 1998
BES, Computer Science, Business Computer Information Systems
Mark W Held's PrimeVest Financial Services Experience February 2000 - April 2001
Job Supervisor Corporate Registered Principal at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. April 2001 - September 2011
PrimeVest Financial Services February 2000 - April 2001
Education
University of Minnesota-Duluth 1984 — 1989
Bachelor of Arts, Economics
Ameriprise Financial Services, Inc. September 2011 - Present
Ameriprise Financial Services, Inc. April 2001 - September 2011
PrimeVest Financial Services February 2000 - April 2001
Education
University of Minnesota-Duluth 1984 — 1989
Bachelor of Arts, Economics
Andy Lahr's PrimeVest Financial Services Experience March 2002 - December 2005
Job Real Estate Accountant CBRE
Industry Accounting
Experience
CBRE November 2014 - Present
CBRE January 2012 - November 2014
Minnwest Corporation August 2010 - June 2012
PrimeVest Financial Services March 2002 - December 2005
Fingerhut March 2000 - March 2002
Education
St. Cloud State University - Herberger Business School 2002 — 2004
Bachelor of Science, Accounting
Rasmussen College 1996 — 1998
A.A.S, Accounting
CBRE November 2014 - Present
CBRE January 2012 - November 2014
Minnwest Corporation August 2010 - June 2012
PrimeVest Financial Services March 2002 - December 2005
Fingerhut March 2000 - March 2002
Education
St. Cloud State University - Herberger Business School 2002 — 2004
Bachelor of Science, Accounting
Rasmussen College 1996 — 1998
A.A.S, Accounting
Melissa Schlickenmayer's PrimeVest Financial Services Experience March 2001 - May 2009
Job Compliance Analyst at Cetera Investment Services
Industry Financial Services
Experience
Cetera Investment Services Compliance AnalystPrimeVest Financial ServicesMay 2009 - December 2012
PrimeVest Financial Services March 2001 - May 2009
Skills
Compliance, Securities, Trading, AML, Series 7, Excel, Customer Relations, Customer Service, Investments, Word, Accounting, Microsoft Office, Problem Solving, Series 63, Mutual Funds, Process Improvement, Equities, Asset Management, Investment Advisory, Fixed Income, Due Diligence, Series 24, PowerPoint, Insurance
Education
St. Cloud State University 1992 — 1996
BS, Psychology / Clinical Counseling
Cetera Investment Services Compliance AnalystPrimeVest Financial ServicesMay 2009 - December 2012
PrimeVest Financial Services March 2001 - May 2009
Skills
Compliance, Securities, Trading, AML, Series 7, Excel, Customer Relations, Customer Service, Investments, Word, Accounting, Microsoft Office, Problem Solving, Series 63, Mutual Funds, Process Improvement, Equities, Asset Management, Investment Advisory, Fixed Income, Due Diligence, Series 24, PowerPoint, Insurance
Education
St. Cloud State University 1992 — 1996
BS, Psychology / Clinical Counseling
Shelly Berger's PrimeVest Financial Services Experience 1994 - June 2014
Job Senior Business Analyst at Cetera Financial Group
Industry Financial Services
Experience
Cetera Financial Group June 1994 - June 2014
PrimeVest Financial Services 1994 - June 2014
Skills
Business Analysis, Project Management, SDLC, Requirements Gathering, Communication Skills, Process Improvement, Test Planning, Test Management, Test Cases, Securities, Microsoft SQL Server, Risk Management, SharePoint, Requirements Analysis
Education
St. Cloud State University 1988 — 1994
Mass Communication/Media Studies
Cetera Financial Group June 1994 - June 2014
PrimeVest Financial Services 1994 - June 2014
Skills
Business Analysis, Project Management, SDLC, Requirements Gathering, Communication Skills, Process Improvement, Test Planning, Test Management, Test Cases, Securities, Microsoft SQL Server, Risk Management, SharePoint, Requirements Analysis
Education
St. Cloud State University 1988 — 1994
Mass Communication/Media Studies
Brian Kertz's PrimeVest Financial Services Experience March 1994 - July 1996
Job Operations Manager
Industry Financial Services
Experience
WCMI May 2000 - Present
Securian Financial Services, Inc. Member FINRA/SIPC July 1996 - June 2000
PrimeVest Financial Services March 1994 - July 1996
Ameriprise Financial Services, Inc. 1993 - 1993
Skills
Series 7, Securities, Mutual Funds, Investments, Series 63, Process Improvement, Risk Management, Business Analysis, Strategic Planning, Asset Managment, Bloomberg, Strategic Financial..., Wealth Management, Asset Allocation
Education
St. Cloud State University 1988 — 1993
BA, Finance, Economics
WCMI May 2000 - Present
Securian Financial Services, Inc. Member FINRA/SIPC July 1996 - June 2000
PrimeVest Financial Services March 1994 - July 1996
Ameriprise Financial Services, Inc. 1993 - 1993
Skills
Series 7, Securities, Mutual Funds, Investments, Series 63, Process Improvement, Risk Management, Business Analysis, Strategic Planning, Asset Managment, Bloomberg, Strategic Financial..., Wealth Management, Asset Allocation
Education
St. Cloud State University 1988 — 1993
BA, Finance, Economics
Arthur Kuper's PrimeVest Financial Services Experience July 2005 - Present
Job Investment Compliance Officer at PrimeVest Financial Services
Industry Financial Services
Experience
PrimeVest Financial Services July 2005 - Present
Education
The College of Wooster
BA
University of Michigan
MBA
University of Nebraska-Lincoln
MS
PrimeVest Financial Services July 2005 - Present
Education
The College of Wooster
BA
University of Michigan
MBA
University of Nebraska-Lincoln
MS
Leah Anne Brooks's PrimeVest Financial Services Experience Financial Services AdvisorLandmark InvestmentsFebruary 2011 - Present
Job Financial Services Advisor at Landmark Investments
Industry Financial Services
Experience
PrimeVest Financial Services Financial Services AdvisorLandmark InvestmentsFebruary 2011 - Present
Education
Southeastern Oklahoma State University 2007 — 2010
Masters, Business Administration
PrimeVest Financial Services Financial Services AdvisorLandmark InvestmentsFebruary 2011 - Present
Education
Southeastern Oklahoma State University 2007 — 2010
Masters, Business Administration
David R. Anderson's PrimeVest Financial Services Experience 1993 - 1995
Job Accounting Professional
Industry Supermarkets
Ali Tetrault's PrimeVest Financial Services Experience September 1997 - August 2003
Job Administrative Assistant at St. Cloud Hospital
Industry Hospital & Health Care
Experience
Brian Klinefelter Foundation 2014 - Present
St. Cloud Hospital June 2006 - Present
PrimeVest Financial Services September 1997 - August 2003
Skills
Healthcare, Healthcare Management, EMR, Nonprofits, Microsoft Excel, Public Speaking, Medical Terminology, Strategic Planning, Epic Systems, Process Improvement, Public Health, Cpr Certified, Patient Safety
Education
St. Cloud State University 2001 — 2005
Bachelor of Science (B.S.), Community Health
Brian Klinefelter Foundation 2014 - Present
St. Cloud Hospital June 2006 - Present
PrimeVest Financial Services September 1997 - August 2003
Skills
Healthcare, Healthcare Management, EMR, Nonprofits, Microsoft Excel, Public Speaking, Medical Terminology, Strategic Planning, Epic Systems, Process Improvement, Public Health, Cpr Certified, Patient Safety
Education
St. Cloud State University 2001 — 2005
Bachelor of Science (B.S.), Community Health
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY