QA3 Financial Corp
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QA3 Financial Corp Employees
Employee
Years
Job
Industry
Aimee Richards Aimee Richards's QA3 Financial Corp Experience October 2000 - April 2011
Job Senior Accountant at Carson Wealth Management Group
Industry Executive Office
Experience
Carson Wealth Management Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - July 2012
Omaha Buyers Broker March 2011 - November 2011
QA3 Financial Corp October 2000 - April 2011
Financial Brokerage August 1991 - October 2000
Skills
Microsoft Office, Customer Service
Education
University of Nebraska at Omaha 1991 — 1995
Elementary Education
Carson Wealth Management Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - July 2012
Omaha Buyers Broker March 2011 - November 2011
QA3 Financial Corp October 2000 - April 2011
Financial Brokerage August 1991 - October 2000
Skills
Microsoft Office, Customer Service
Education
University of Nebraska at Omaha 1991 — 1995
Elementary Education
Carly McCulloch Carly McCulloch's QA3 Financial Corp Experience 2007 - 2010
Job Executive Business Coach at Peak Advisor Alliance
Industry Professional Training & Coaching
Experience
Peak Advisor Alliance December 2012 - Present
Peak Advisor Alliance September 2012 - December 2012
Home Instead Senior Care September 2010 - September 2012
Deeb Realty September 2005 - November 2010
QA3 Financial Corp 2007 - 2010
Centris Federal Credit Union November 2001 - November 2005
Commerical Federal Bank June 1999 - November 2001
Skills
Advertising, Business Planning, Coaching, Customer Service, Estate Planning, Event Planning, Fundraising, Insurance, Investments, Leadership, Leadership Development, Long-term Care, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, Outlook, PowerPoint, Public Speaking, Real Estate, Retirement, Retirement Planning, Sales, Sales Management, Selling, Seniors, Small Business, Social Media, Social Media Marketing, Social Networking, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Training, Wealth Management, Workshop Facilitation
Education
The Center for Executive Coaching 2014 — 2014
Certified Leadership Coach - accredited program of the ICF
University of Nebraska at Omaha
B.S., Political Science/Pre-Law
Peak Advisor Alliance December 2012 - Present
Peak Advisor Alliance September 2012 - December 2012
Home Instead Senior Care September 2010 - September 2012
Deeb Realty September 2005 - November 2010
QA3 Financial Corp 2007 - 2010
Centris Federal Credit Union November 2001 - November 2005
Commerical Federal Bank June 1999 - November 2001
Skills
Advertising, Business Planning, Coaching, Customer Service, Estate Planning, Event Planning, Fundraising, Insurance, Investments, Leadership, Leadership Development, Long-term Care, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, Outlook, PowerPoint, Public Speaking, Real Estate, Retirement, Retirement Planning, Sales, Sales Management, Selling, Seniors, Small Business, Social Media, Social Media Marketing, Social Networking, Strategic Financial..., Strategic Planning, Team Building, Team Leadership, Training, Wealth Management, Workshop Facilitation
Education
The Center for Executive Coaching 2014 — 2014
Certified Leadership Coach - accredited program of the ICF
University of Nebraska at Omaha
B.S., Political Science/Pre-Law
Kara Mlnarik Kara Mlnarik's QA3 Financial Corp Experience January 2010 - August 2010
Job EI
Industry Higher Education
Experience
Olsson Associates May 2013 - Present
University of Nebraska-Lincoln 2012 - Present
Hallmark Cards August 2006 - August 2012
QA3 Financial Corp January 2010 - August 2010
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science (B.S.), Civil Engineering
Olsson Associates May 2013 - Present
University of Nebraska-Lincoln 2012 - Present
Hallmark Cards August 2006 - August 2012
QA3 Financial Corp January 2010 - August 2010
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor of Science (B.S.), Civil Engineering
Sarah Brandt (Knispel)'s QA3 Financial Corp Experience June 2009 - August 2011
Job Tai Chi Qi Gong Yoga Meditation
Industry Health, Wellness and Fitness
Experience
5 Element Harmony May 2003 - Present
QA3 Financial Corp June 2009 - August 2011
Self April 2004 - June 2009
CharterWest National Bank May 2000 - April 2004
Skills
Public Speaking, Meditation, Marketing, Marketing Strategy, Social Media, Coaching, Strategic Planning, Training, Wellness Coaching, Qigong, Stress Management, Wellness, Energy Healing, Yoga, Teaching
Education
Nebraska Wesleyan University 1991 — 1995
B.S., Communication Studies
5 Element Harmony May 2003 - Present
QA3 Financial Corp June 2009 - August 2011
Self April 2004 - June 2009
CharterWest National Bank May 2000 - April 2004
Skills
Public Speaking, Meditation, Marketing, Marketing Strategy, Social Media, Coaching, Strategic Planning, Training, Wellness Coaching, Qigong, Stress Management, Wellness, Energy Healing, Yoga, Teaching
Education
Nebraska Wesleyan University 1991 — 1995
B.S., Communication Studies
Scott Friel, AIF Scott Friel, AIF's QA3 Financial Corp Experience January 2000 - January 2006
Job Senior Vice President at The Pacific Financial Group, Inc.
Industry Investment Management
Experience
The Pacific Financial Group, Inc. January 2006 - Present
QA3 Financial Corp. January 2000 - January 2006
Securities America Advisors January 1998 - January 2000
The Principal Financial Group December 1990 - January 1998
Design Media Group April 1984 - December 1990
Skills
Investment Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Marketing, Financial Advisory, Securities, Wealth Management, Business Development, Financial Services, Asset Allocation, Finance, Portfolio Management, Strategic Financial..., Fixed Annuities, Insurance, Retirement, Wealth, Asset Management, Financial Planning, Management
Education
Illinois State University 1981 — 1982
MS, summa cum laude, Communication
University of Nebraska-Lincoln 1977 — 1981
BA, Communication
The Pacific Financial Group, Inc. January 2006 - Present
QA3 Financial Corp. January 2000 - January 2006
Securities America Advisors January 1998 - January 2000
The Principal Financial Group December 1990 - January 1998
Design Media Group April 1984 - December 1990
Skills
Investment Management, Investment Advisory, Investments, Mutual Funds, Retirement Planning, Investment Strategies, Marketing, Financial Advisory, Securities, Wealth Management, Business Development, Financial Services, Asset Allocation, Finance, Portfolio Management, Strategic Financial..., Fixed Annuities, Insurance, Retirement, Wealth, Asset Management, Financial Planning, Management
Education
Illinois State University 1981 — 1982
MS, summa cum laude, Communication
University of Nebraska-Lincoln 1977 — 1981
BA, Communication
Jeremy Siragusa Jeremy Siragusa's QA3 Financial Corp Experience December 2005 - April 2006
Job Director, Brokerage Services at First National Bank / Branch Manager at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. June 2015 - Present
First National Bank of Omaha August 2014 - Present
First National Investments & Planning March 2010 - July 2014
Waddell & Reed April 2006 - February 2010
QA3 Financial Corp December 2005 - April 2006
TD Ameritrade January 1998 - September 2005
Skills
Series 7, Series 63, Financial Services, Securities, Wealth Management, Risk Management, Investments, Portfolio Management, Strategic Planning, Retirement Planning, Asset Allocation, Relationship Management, Process Improvement, FINRA, Asset Managment, Strategic Financial..., Series 24, Team Building, Insurance, Equities, Series 65
Education
University of Nebraska-Lincoln
Raymond James Financial Services, Inc. June 2015 - Present
First National Bank of Omaha August 2014 - Present
First National Investments & Planning March 2010 - July 2014
Waddell & Reed April 2006 - February 2010
QA3 Financial Corp December 2005 - April 2006
TD Ameritrade January 1998 - September 2005
Skills
Series 7, Series 63, Financial Services, Securities, Wealth Management, Risk Management, Investments, Portfolio Management, Strategic Planning, Retirement Planning, Asset Allocation, Relationship Management, Process Improvement, FINRA, Asset Managment, Strategic Financial..., Series 24, Team Building, Insurance, Equities, Series 65
Education
University of Nebraska-Lincoln
Derelys Patrick's QA3 Financial Corp Experience October 2009 - February 2011
Job Producer Small Employer at FirstWest Benefits Solutions
Industry Insurance
Experience
FirstWest Benefits Solutions August 2011 - Present
BYU Hockey August 2012 - Present
Intermountain Financial Advisors May 2011 - September 2011
QA3 Financial Corp October 2009 - February 2011
Skills
Retirement, Wealth Management..., Employee Benefits, Life Insurance, Deferred Compensation, Insurance, Strategy, Health Insurance, Critical Illness, Disability Insurance, Healthcare, Long-term Care, Small Business, General Insurance, Defined Benefit, Voluntary Products, Sales, Workers Compensation, Term Life Insurance, Leadership, Benefits Administration, Health Savings Accounts, Relationship Management, Training, Medicare
Education
Brigham Young University 1984 — 1989
BS Business Finance, Business Finanace
FirstWest Benefits Solutions August 2011 - Present
BYU Hockey August 2012 - Present
Intermountain Financial Advisors May 2011 - September 2011
QA3 Financial Corp October 2009 - February 2011
Skills
Retirement, Wealth Management..., Employee Benefits, Life Insurance, Deferred Compensation, Insurance, Strategy, Health Insurance, Critical Illness, Disability Insurance, Healthcare, Long-term Care, Small Business, General Insurance, Defined Benefit, Voluntary Products, Sales, Workers Compensation, Term Life Insurance, Leadership, Benefits Administration, Health Savings Accounts, Relationship Management, Training, Medicare
Education
Brigham Young University 1984 — 1989
BS Business Finance, Business Finanace
Kyle Hendrickson Kyle Hendrickson's QA3 Financial Corp Experience April 2007 - May 2010
Job Associate Regional Director at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research October 2012 - Present
Securities America, Inc. Member FINRA/SIPC August 2010 - May 2012
Financial Industry Regulatory Authority (FINRA) May 2010 - August 2010
QA3 Financial Corp April 2007 - May 2010
Skills
Compliance, Auditing, RIAs, Compliance Research, Compliance Regulations, Business Relationship..., Supervision, Analysis, Series 24, Finance, FINRA, Series 63
Education
Evangel University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Cambridge Investment Research October 2012 - Present
Securities America, Inc. Member FINRA/SIPC August 2010 - May 2012
Financial Industry Regulatory Authority (FINRA) May 2010 - August 2010
QA3 Financial Corp April 2007 - May 2010
Skills
Compliance, Auditing, RIAs, Compliance Research, Compliance Regulations, Business Relationship..., Supervision, Analysis, Series 24, Finance, FINRA, Series 63
Education
Evangel University 1994 — 1998
Bachelor of Science (B.S.), Psychology
Debra Grier Debra Grier's QA3 Financial Corp Experience 2001 - 2010
Job Mission Critical Positions Filled| Financial Advisor Placement | Succession/Continuity | 23 yrs experience
Industry Financial Services
Experience
Turning Point, Inc. January 2015 - Present
DG Consulting Services, LLC October 2013 - Present
NFP Advisor Services Group May 2011 - August 2013
Securities America May 2010 - May 2011
QA3 Financial Corp 2001 - 2010
Securities America, Inc. Member FINRA/SIPC May 1994 - June 2001
Paine Webber January 1991 - April 1994
Skills
Executive Search, Recruiting, Succession Planning, Broker-Dealer, Financial Services, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities, Sales Management, Series 63, Alternative Investments, Financial Planning, FINRA, Estate Planning, Retirement, Financial Planners
Education
Evangel University 1982 — 1983
Music
Central Community College/Platte Campus 1980 — 1982
Music
Turning Point, Inc. January 2015 - Present
DG Consulting Services, LLC October 2013 - Present
NFP Advisor Services Group May 2011 - August 2013
Securities America May 2010 - May 2011
QA3 Financial Corp 2001 - 2010
Securities America, Inc. Member FINRA/SIPC May 1994 - June 2001
Paine Webber January 1991 - April 1994
Skills
Executive Search, Recruiting, Succession Planning, Broker-Dealer, Financial Services, Investment Advisory, Wealth Management, Series 7, Retirement Planning, Investments, Financial Advisory, Securities, Sales Management, Series 63, Alternative Investments, Financial Planning, FINRA, Estate Planning, Retirement, Financial Planners
Education
Evangel University 1982 — 1983
Music
Central Community College/Platte Campus 1980 — 1982
Music
Ryan Byrne Ryan Byrne's QA3 Financial Corp Experience 2002 - 2004
Job VP of Qualified Plans at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC January 2015 - Present
CLS Investments, LLC April 2013 - Present
CLS Investments, LLC April 2010 - April 2013
CLS Investments, LLC May 2006 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2006
QA3 Financial Corp 2002 - 2004
Skills
Investments, Asset Managment, Retirement Planning, Securities, Series 6, AIF, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Managed Money, Strategic Partnerships, Qualified Retirement..., Financial Services, Finance, Asset Management, Alternative Investments, Insurance, Series 65
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science, M.I.S.
Millard North High School 1994 — 1997
CLS Investments, LLC January 2015 - Present
CLS Investments, LLC April 2013 - Present
CLS Investments, LLC April 2010 - April 2013
CLS Investments, LLC May 2006 - April 2010
Securities America, Inc. Member FINRA/SIPC May 2004 - May 2006
QA3 Financial Corp 2002 - 2004
Skills
Investments, Asset Managment, Retirement Planning, Securities, Series 6, AIF, Retirement, Wealth Management, Strategic Financial..., Fixed Annuities, Managed Money, Strategic Partnerships, Qualified Retirement..., Financial Services, Finance, Asset Management, Alternative Investments, Insurance, Series 65
Education
University of Nebraska at Omaha 1997 — 2002
Bachelor of Science, M.I.S.
Millard North High School 1994 — 1997
Robin Danahy Robin Danahy's QA3 Financial Corp Experience April 2003 - October 2003
Job Senior Sales Administrator at Orion Advisor Services
Industry Financial Services
Experience
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Orion Advisor Services January 2015 - Present
Robert W. Baird & Co. August 2014 - December 2014
Orion Advisor Services February 2012 - August 2014
CLS Investments, LLC January 2010 - February 2012
Securities America November 2002 - January 2010
QA3 Financial Corp April 2003 - October 2003
Morgan Stanley August 1998 - April 2003
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Securities, Asset Managment, Insurance, Fixed Annuities, Retirement Planning, Financial Advisory, Investment Advisory, Series 63, Strategic Financial..., 401k, Portfolio Management, Customer Service, Team Building, Microsoft Excel, Financial Services, Alternative Investments
Education
University of Nebraska at Omaha 1992 — 1997
BS, Secondary Education
Jeremy Doyle's QA3 Financial Corp Experience August 2007 - February 2011
Job A clever, adept, and progressive compliance pro? Yep.
Industry Financial Services
Experience
LPL Financial June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2013 - June 2014
OmahaMetro Design & Technology April 2012 - February 2013
Securities America, Inc. Member FINRA/SIPC September 2011 - April 2012
QA3 Financial Corp August 2007 - February 2011
QA3 Financial Corp June 2006 - August 2007
Woodmen of the World October 2004 - June 2006
Securities America, Inc. Member FINRA/SIPC June 2003 - October 2004
Securities America, Inc. Member FINRA/SIPC December 2001 - June 2003
TD Ameritrade August 1999 - April 2001
Skills
Management, Advertising, Risk Management, Investments, Series 7, Retail, Data Analysis, Research, Strategic Planning, Policy, Customer Service, Compliance, HTML 5, CSS3, Photoshop, Illustrator, InDesign, Microsoft Excel, Series 24, Finance, Portfolio Management, Investment Advisory, CSS, Financial Advisory, FINRA
Education
University of Iowa 1995 — 1999
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration, Finance
Stanford University 2014 — 2014
Continuing Education
Duke University 2014 — 2014
Continuing Education
LPL Financial June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2013 - June 2014
OmahaMetro Design & Technology April 2012 - February 2013
Securities America, Inc. Member FINRA/SIPC September 2011 - April 2012
QA3 Financial Corp August 2007 - February 2011
QA3 Financial Corp June 2006 - August 2007
Woodmen of the World October 2004 - June 2006
Securities America, Inc. Member FINRA/SIPC June 2003 - October 2004
Securities America, Inc. Member FINRA/SIPC December 2001 - June 2003
TD Ameritrade August 1999 - April 2001
Skills
Management, Advertising, Risk Management, Investments, Series 7, Retail, Data Analysis, Research, Strategic Planning, Policy, Customer Service, Compliance, HTML 5, CSS3, Photoshop, Illustrator, InDesign, Microsoft Excel, Series 24, Finance, Portfolio Management, Investment Advisory, CSS, Financial Advisory, FINRA
Education
University of Iowa 1995 — 1999
Bachelor of Business Administration, Finance
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration, Finance
Stanford University 2014 — 2014
Continuing Education
Duke University 2014 — 2014
Continuing Education
Rachel Hargus's QA3 Financial Corp Experience June 2007 - October 2008
Job Logistics Operations at Union Pacific Distribution Services
Industry Logistics and Supply Chain
Experience
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Union Pacific Distribution Services July 2011 - Present
B2B April 2011 - July 2011
Waddell & Reed September 2010 - February 2011
B2B April 2009 - September 2010
Securities America, Inc. Member FINRA/SIPC November 2008 - March 2009
QA3 Financial Corp June 2007 - October 2008
TD Ameritrade February 1999 - May 2007
Skills
Auditing, Investments, Risk Management, Marketing, Finance, Employee Benefits, Series 7, Team Building, Customer Service, Insurance, Series 63, Call Center, Strategic Financial..., Strategic Planning, Estate Planning, Logistics, Microsoft Excel, Relationship Management, Process Improvement, Training, Cross-functional Team..., Leadership, Customer Satisfaction, Microsoft Office, Series 24, Microsoft Word, PowerPoint, Data Analysis, Account Management, Operations Management, Analysis, Forecasting, Management, Mutual Funds, Transportation, Access, Sales, Outlook, Coaching, Time Management, Leadership Development, Project Management, Financial Analysis, Banking, Supply Chain Management, Asset Management, Employee Training, Financial Services, Social Networking, Retirement Planning
Education
University of Nebraska at Omaha 1994 — 1998
Bachelor of Business Administration (BBA), Small Business Administration/Management
Gregory Banner Gregory Banner's QA3 Financial Corp Experience August 2003 - July 2008
Job CFP®, CLU®, CRTP at Asset Preservation Strategies, Inc.
Industry Financial Services
Experience
Asset Preservation Strategies, Inc. September 1993 - Present
Asset Preservation Strategies, Inc. 1993 - Present
QA3 Financial Corp August 2003 - July 2008
SunAmerica Securities October 1993 - July 2003
Baraban Securities October 1987 - September 1993
Skills
Wealth Management, Financial Planners, Alternative Investments, Investment Advisory, Investments, Financial Services, Estate Planning, Strategic Financial..., Asset Managment, Retirement Planning, Long-term Care, IRAs, Retirement, Insurance, Risk Management, Public Speaking, Business Planning, Due Diligence, Business, Tax
Education
American College 2004 — 2006
CLU, Chartered Life Underwriter
Esperti Peterson Institute 1998 — 2001
Advanced Wealth Strategy Planner, Advanced Wealth Strategy Planner
College for Financial Planning 1995 — 1998
CFP, Cerified Financial Planner
Oregon State University 1982 — 1987
BS, Major Finance, Minor Economics and Journalism
Asset Preservation Strategies, Inc. September 1993 - Present
Asset Preservation Strategies, Inc. 1993 - Present
QA3 Financial Corp August 2003 - July 2008
SunAmerica Securities October 1993 - July 2003
Baraban Securities October 1987 - September 1993
Skills
Wealth Management, Financial Planners, Alternative Investments, Investment Advisory, Investments, Financial Services, Estate Planning, Strategic Financial..., Asset Managment, Retirement Planning, Long-term Care, IRAs, Retirement, Insurance, Risk Management, Public Speaking, Business Planning, Due Diligence, Business, Tax
Education
American College 2004 — 2006
CLU, Chartered Life Underwriter
Esperti Peterson Institute 1998 — 2001
Advanced Wealth Strategy Planner, Advanced Wealth Strategy Planner
College for Financial Planning 1995 — 1998
CFP, Cerified Financial Planner
Oregon State University 1982 — 1987
BS, Major Finance, Minor Economics and Journalism
Glen Shepherd Glen Shepherd's QA3 Financial Corp Experience March 2005 - December 2007
Job CEO
Industry Think Tanks
Experience
MY OFFICE GURUS January 2008 - Present
Glen Shepherd January 1979 - Present
QA3 Financial Corp March 2005 - December 2007
SHEPHERD FINANCIAL SERVICES, INC January 2000 - November 2007
SHEPHERD ENTERPRISES, INC January 1979 - January 2004
PaineWebber January 1999 - January 2000
SHEPHERD ENTERPRISES, INC January 1997 - January 1998
Werner Enterprises January 1992 - January 1997
Skills
Strategic Planning, Strategy, Marketing, Investments, Start-ups, Business Development, Sales, Management, Team Building, Finance, Business Strategy, Leadership, New Business Development, Risk Management, Financial Services, Consulting, Sales Management, Insurance, Series 7, Negotiation, Business Planning, Executive Management, Financial Planning, Portfolio Management, Small Business, Financial Advisory, Strategic Financial..., Employee Benefits, Wealth Management, Asset Management, Mutual Funds, Retirement, Management Consulting, Investment Advisory, Securities, Alternative Investments, Distribution Strategies, Sporting Optics, Sporting Goods Industry
Education
Milligan College 1988 — 1992
Bachelors, Business Administration, Marketing, Computer Science
University of Nebraska at Omaha 1988 — 1991
Nebraska Christian College 1987 — 1988
MY OFFICE GURUS January 2008 - Present
Glen Shepherd January 1979 - Present
QA3 Financial Corp March 2005 - December 2007
SHEPHERD FINANCIAL SERVICES, INC January 2000 - November 2007
SHEPHERD ENTERPRISES, INC January 1979 - January 2004
PaineWebber January 1999 - January 2000
SHEPHERD ENTERPRISES, INC January 1997 - January 1998
Werner Enterprises January 1992 - January 1997
Skills
Strategic Planning, Strategy, Marketing, Investments, Start-ups, Business Development, Sales, Management, Team Building, Finance, Business Strategy, Leadership, New Business Development, Risk Management, Financial Services, Consulting, Sales Management, Insurance, Series 7, Negotiation, Business Planning, Executive Management, Financial Planning, Portfolio Management, Small Business, Financial Advisory, Strategic Financial..., Employee Benefits, Wealth Management, Asset Management, Mutual Funds, Retirement, Management Consulting, Investment Advisory, Securities, Alternative Investments, Distribution Strategies, Sporting Optics, Sporting Goods Industry
Education
Milligan College 1988 — 1992
Bachelors, Business Administration, Marketing, Computer Science
University of Nebraska at Omaha 1988 — 1991
Nebraska Christian College 1987 — 1988
Randall Hess Randall Hess's QA3 Financial Corp Experience October 2003 - April 2008
Job Management and Software Consulting / Automating your business and marketing plan's implementation
Industry Information Technology and Services
Experience
Keystone Solutions, LLC. April 2010 - Present
QA3 Financial Group April 2008 - October 2010
QA3 Financial Corp October 2003 - April 2008
Smith Barney January 1982 - October 2003
Prudential Insurance Company January 1972 - January 1982
Skills
SharePoint Designer, Cloud Applications, Integration, Software Design, Software Development, Management, Software Project..., Management Consulting, Collaborative Innovation, Relationship Management, Collaborative Problem..., Software Documentation, Executive Management, SharePoint, Start-ups, Cloud Computing, Business Planning..., Sales Management, Sales Presentations, Strategy, Analysis, Project Planning, Sales, Cross-functional Team...
Education
Creighton University 1972 — 1975
MA, International Relations
University of Nebraska at Omaha 1970 — 1972
Bachelor's degree, International Relations and Affairs
Keystone Solutions, LLC. April 2010 - Present
QA3 Financial Group April 2008 - October 2010
QA3 Financial Corp October 2003 - April 2008
Smith Barney January 1982 - October 2003
Prudential Insurance Company January 1972 - January 1982
Skills
SharePoint Designer, Cloud Applications, Integration, Software Design, Software Development, Management, Software Project..., Management Consulting, Collaborative Innovation, Relationship Management, Collaborative Problem..., Software Documentation, Executive Management, SharePoint, Start-ups, Cloud Computing, Business Planning..., Sales Management, Sales Presentations, Strategy, Analysis, Project Planning, Sales, Cross-functional Team...
Education
Creighton University 1972 — 1975
MA, International Relations
University of Nebraska at Omaha 1970 — 1972
Bachelor's degree, International Relations and Affairs
Troy Barnes Troy Barnes's QA3 Financial Corp Experience July 2010 - March 2011
Job Estate Protectors, Founding President
Industry Investment Management
Experience
Estate Safe September 2014 - Present
Estate Protectors January 2002 - Present
Family Heritage Group February 2015 - September 2015
Heaviside Wealth Management November 2013 - August 2014
Heaviside Wealth Management November 2012 - August 2014
QA3 Financial Corp July 2010 - March 2011
Tomren Wealth Management July 2010 - March 2011
Diablo Funding Group 2006 - 2007
WBC Reverse Mortgage June 2005 - December 2006
Skills
Estate Planning, Retirement Planning, Retirement, Investments, Strategic Financial..., Long-term Care, Securities, Insurance, Financial Advisory, Portfolio Management, Wealth Management, IRAs, Financial Planners, Asset Allocation, Estate Law, Financial Services, Alternative Investments, Trusts, Finance, Asset Protection, Investment Advisory, Wealth, Long Term Care Insurance, Mortgage Lending, Employee Benefits, Fixed Annuities, 401k, Mutual Funds, Medicare, Investment Strategies, Strategic Planning, Medicaid, Elder Care, Disability Insurance, Life Insurance, Asset Management, Wealth Management..., High Net Worth..., Pensions, Wealth Accumulation, Savings, 401k Rollovers, Residential Mortgages, Retirement Plan..., Whole Life, Bonds, Financial Risk, Seniors, Trust Services, Reverse Mortgages
Education
California State University-Hayward - School of Business and Economics 1983 — 1988
Accounting, Economics
Foothill HS, Pleasanton, CA 1979 — 1982
Estate Safe September 2014 - Present
Estate Protectors January 2002 - Present
Family Heritage Group February 2015 - September 2015
Heaviside Wealth Management November 2013 - August 2014
Heaviside Wealth Management November 2012 - August 2014
QA3 Financial Corp July 2010 - March 2011
Tomren Wealth Management July 2010 - March 2011
Diablo Funding Group 2006 - 2007
WBC Reverse Mortgage June 2005 - December 2006
Skills
Estate Planning, Retirement Planning, Retirement, Investments, Strategic Financial..., Long-term Care, Securities, Insurance, Financial Advisory, Portfolio Management, Wealth Management, IRAs, Financial Planners, Asset Allocation, Estate Law, Financial Services, Alternative Investments, Trusts, Finance, Asset Protection, Investment Advisory, Wealth, Long Term Care Insurance, Mortgage Lending, Employee Benefits, Fixed Annuities, 401k, Mutual Funds, Medicare, Investment Strategies, Strategic Planning, Medicaid, Elder Care, Disability Insurance, Life Insurance, Asset Management, Wealth Management..., High Net Worth..., Pensions, Wealth Accumulation, Savings, 401k Rollovers, Residential Mortgages, Retirement Plan..., Whole Life, Bonds, Financial Risk, Seniors, Trust Services, Reverse Mortgages
Education
California State University-Hayward - School of Business and Economics 1983 — 1988
Accounting, Economics
Foothill HS, Pleasanton, CA 1979 — 1982
Heather Jansen's QA3 Financial Corp Experience November 2002 - March 2011
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Ameritas Investment Corp. September 2013 - Present
FinaCom Solutions April 2011 - Present
QA3 Financial Corp November 2002 - March 2011
Premier Recruiters January 2000 - November 2002
First Data Corporation January 1998 - November 2000
ConAgra Foods June 1989 - February 1998
Skills
Financial Management, Risk Analytics, Strategic Planning, Business Planning, Securities, Management Consulting, Executive Management, New Business Development, Financial Planning, Financial Services, Investments, Finance, Retirement Planning, Management
Education
University of Nebraska at Omaha 1984 — 1988
BSBA, Accounting
Ameritas Investment Corp. September 2013 - Present
FinaCom Solutions April 2011 - Present
QA3 Financial Corp November 2002 - March 2011
Premier Recruiters January 2000 - November 2002
First Data Corporation January 1998 - November 2000
ConAgra Foods June 1989 - February 1998
Skills
Financial Management, Risk Analytics, Strategic Planning, Business Planning, Securities, Management Consulting, Executive Management, New Business Development, Financial Planning, Financial Services, Investments, Finance, Retirement Planning, Management
Education
University of Nebraska at Omaha 1984 — 1988
BSBA, Accounting
Todd Knott Todd Knott's QA3 Financial Corp Experience October 2005 - February 2011
Job Trading Manager at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Carson Wealth Management Group January 2015 - Present
SMITH HAYES Financial April 2011 - December 2014
QA3 Financial Corp October 2005 - February 2011
TD Ameritrade January 2004 - October 2005
Legent Clearing 2002 - 2004
Kirkpatrick Pettis March 2001 - January 2003
TD Ameritrade August 1997 - January 2001
CLS Investments, LLC 2001 - 2001
Skills
Trading, Investment Advisory, Wealth Management, Asset Managment, Options, Risk Management, Series 7, Investments, Fixed Income, Securities, Bloomberg, Bonds, FINRA, Mutual Funds, Series 63, Equities, Series 24, Portfolio Management, Equity Trading, Retirement Planning, Asset Allocation, Trading Systems, Electronic Trading, ETFs, Uniform Combined State..., Derivatives, Financial Services, Strategic Financial...
Education
The University of South Dakota 1990 — 1993
Ted Lange Jr's QA3 Financial Corp Experience December 2004 - December 2005
Job Program Cost Scheduling & Control Analyst at Northrop Grumman Corporation
Industry Defense & Space
Experience
Northrop Grumman Corporation January 2015 - Present
Premier Reverse Solutions a branch of High Tech Lending September 2010 - July 2014
LPL Financial December 2006 - June 2010
Quantum Insurance Design January 2005 - July 2006
QA3 Financial Corp December 2004 - December 2005
QA3 Financial Corp June 2001 - December 2005
Skills
Mortgage Lending, Reverse Mortgages, Insurance, Business Development, Marketing, Loans, Mortgage Banking, Refinance, FHA, Loan Origination, Credit, Underwriting, Residential Mortgages, Banking, Real Estate, Strategic Financial..., Investments, Credit Analysis, Retirement, Investment Properties, Finance, Life Insurance, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Sales, Financial Services, Management, New Business Development
Education
University of Nebraska at Omaha 2003 — 2005
Executive Masters, Business Administration
University of Nebraska at Omaha 1998 — 2001
BS, Management Information Systems
University of Nebraska-Lincoln 1996 — 1998
N/A, Business Administration
Northrop Grumman Corporation January 2015 - Present
Premier Reverse Solutions a branch of High Tech Lending September 2010 - July 2014
LPL Financial December 2006 - June 2010
Quantum Insurance Design January 2005 - July 2006
QA3 Financial Corp December 2004 - December 2005
QA3 Financial Corp June 2001 - December 2005
Skills
Mortgage Lending, Reverse Mortgages, Insurance, Business Development, Marketing, Loans, Mortgage Banking, Refinance, FHA, Loan Origination, Credit, Underwriting, Residential Mortgages, Banking, Real Estate, Strategic Financial..., Investments, Credit Analysis, Retirement, Investment Properties, Finance, Life Insurance, Customer Service, Risk Management, Retirement Planning, Portfolio Management, Sales, Financial Services, Management, New Business Development
Education
University of Nebraska at Omaha 2003 — 2005
Executive Masters, Business Administration
University of Nebraska at Omaha 1998 — 2001
BS, Management Information Systems
University of Nebraska-Lincoln 1996 — 1998
N/A, Business Administration
Jay Brummels's QA3 Financial Corp Experience August 2007 - March 2009
Job Principal Software Architect at Senior Market Sales Inc
Industry Information Technology and Services
Experience
Senior Market Sales Inc February 2015 - Present
CSG International August 2012 - February 2015
Blue Cross and Blue Shield of Nebraska October 2011 - August 2012
Blue Cross Blue Shield of Nebraska December 2010 - November 2011
Modis April 2010 - November 2011
Adaptive Marketing April 2010 - December 2010
Client Resources, Inc. April 2009 - May 2010
QA3 Financial Corp August 2007 - March 2009
Jelecos February 2005 - August 2007
Cri April 2003 - February 2005
Skills
C#, Visio, XML, .NET, ASP.NET, Databases, WCF, Scrum, jQuery, BDD, ATDD, Agile Methodologies, SQL Server, REST, Enterprise Architecture, JavaScript, Java, SQL, NoSQL, UML, SDLC, Architecture, Agile, Websphere, Visual Studio, Database Design, Web Services, HTML, Business Intelligence, CSS, Data Warehousing, C++, Software Development, Analysis, Team Building, AJAX, Testing, SOA, Strategic Planning, SAML, SAML 2.0, ADFS 2.0, SSL Certificates, RSA Security, jQuery UI, WCF Services, jQuery Mobile, Test Driven Development, CouchDB, API Development
Education
University of Nebraska at Omaha 1996 — 1998
EHS
Senior Market Sales Inc February 2015 - Present
CSG International August 2012 - February 2015
Blue Cross and Blue Shield of Nebraska October 2011 - August 2012
Blue Cross Blue Shield of Nebraska December 2010 - November 2011
Modis April 2010 - November 2011
Adaptive Marketing April 2010 - December 2010
Client Resources, Inc. April 2009 - May 2010
QA3 Financial Corp August 2007 - March 2009
Jelecos February 2005 - August 2007
Cri April 2003 - February 2005
Skills
C#, Visio, XML, .NET, ASP.NET, Databases, WCF, Scrum, jQuery, BDD, ATDD, Agile Methodologies, SQL Server, REST, Enterprise Architecture, JavaScript, Java, SQL, NoSQL, UML, SDLC, Architecture, Agile, Websphere, Visual Studio, Database Design, Web Services, HTML, Business Intelligence, CSS, Data Warehousing, C++, Software Development, Analysis, Team Building, AJAX, Testing, SOA, Strategic Planning, SAML, SAML 2.0, ADFS 2.0, SSL Certificates, RSA Security, jQuery UI, WCF Services, jQuery Mobile, Test Driven Development, CouchDB, API Development
Education
University of Nebraska at Omaha 1996 — 1998
EHS
Jeff Spring's QA3 Financial Corp Experience June 2007 - February 2010
Job User Experience Professional
Industry Design
Experience
EvenUp Inc. June 2014 - Present
Cronus Design Group August 2002 - Present
Juggernaut Interactive November 2012 - May 2014
QA3 Financial Corp June 2007 - February 2010
TD Ameritrade January 2006 - June 2007
Analysts International 1998 - 2001
Skills
User Experience, Information Architecture, Interaction Design, Web Development, Web Applications, SEO, CSS, Usability, User Interface, Mobile Design, XHTML, Mobile Applications, Online Advertising, Mobile Devices, Adobe Creative Suite, User Interface Design, User-centered Design, E-commerce, Email Marketing, Web Analytics, Product Development, Branding & Identity, Creative Direction, Web Project Management, Content Strategy, HTML 5, Mobile Interaction..., Responsive Design, Social Media Marketing, Collaborative Problem..., Thought Leadership, Project Coordination, Graphic Design, PHP, Web Services, Amazon Web Services..., Custom CMS Development, Custom Software..., Financial Services, WordPress, Umbraco, Agile & Waterfall..., jQuery, JavaScript, Business Strategy, Management, Project Management, Small Business
Education
Metropolitan Community College 1998 — 2000
Associates, Electronic Arts
University of Nebraska-Lincoln 1996 — 1999
Business Administration and Management, General
EvenUp Inc. June 2014 - Present
Cronus Design Group August 2002 - Present
Juggernaut Interactive November 2012 - May 2014
QA3 Financial Corp June 2007 - February 2010
TD Ameritrade January 2006 - June 2007
Analysts International 1998 - 2001
Skills
User Experience, Information Architecture, Interaction Design, Web Development, Web Applications, SEO, CSS, Usability, User Interface, Mobile Design, XHTML, Mobile Applications, Online Advertising, Mobile Devices, Adobe Creative Suite, User Interface Design, User-centered Design, E-commerce, Email Marketing, Web Analytics, Product Development, Branding & Identity, Creative Direction, Web Project Management, Content Strategy, HTML 5, Mobile Interaction..., Responsive Design, Social Media Marketing, Collaborative Problem..., Thought Leadership, Project Coordination, Graphic Design, PHP, Web Services, Amazon Web Services..., Custom CMS Development, Custom Software..., Financial Services, WordPress, Umbraco, Agile & Waterfall..., jQuery, JavaScript, Business Strategy, Management, Project Management, Small Business
Education
Metropolitan Community College 1998 — 2000
Associates, Electronic Arts
University of Nebraska-Lincoln 1996 — 1999
Business Administration and Management, General
Peter Pol's QA3 Financial Corp Experience January 2008 - October 2008
Job Product Manager at Pharmaceutical Technologies, Inc.
Industry Pharmaceuticals
Experience
Pharmaceutical Technologies, Inc. June 2015 - Present
Pharmaceutical Technologies, Inc. December 2011 - Present
TSYS Merchant Solutions May 2011 - December 2011
TSYS Merchant Solutions January 2011 - May 2011
TSYS Merchant Solutions May 2010 - December 2010
Prime Therapeutics December 2008 - April 2010
QA3 Financial Corp January 2008 - October 2008
Skills
Customer Service, Documentation, Requirements Analysis, Call Center, Project Management, IT Project & Program..., Organizational..., Kanban, Cross-functional Team..., Collaboration, Brainstorm Facilitation, Visio, MS Project, Microsoft Office, Analysis, Analytics, Budgets, Business Analysis, Business Process, Call Centers, Employee Training, Facilitation, Integration, Leadership, Management, Process Improvement, Software Documentation, Training, Troubleshooting
Education
University of Nebraska at Omaha 2006 — 2008
MBA, Collaboration and Process Design, 3.96
Pharmaceutical Technologies, Inc. June 2015 - Present
Pharmaceutical Technologies, Inc. December 2011 - Present
TSYS Merchant Solutions May 2011 - December 2011
TSYS Merchant Solutions January 2011 - May 2011
TSYS Merchant Solutions May 2010 - December 2010
Prime Therapeutics December 2008 - April 2010
QA3 Financial Corp January 2008 - October 2008
Skills
Customer Service, Documentation, Requirements Analysis, Call Center, Project Management, IT Project & Program..., Organizational..., Kanban, Cross-functional Team..., Collaboration, Brainstorm Facilitation, Visio, MS Project, Microsoft Office, Analysis, Analytics, Budgets, Business Analysis, Business Process, Call Centers, Employee Training, Facilitation, Integration, Leadership, Management, Process Improvement, Software Documentation, Training, Troubleshooting
Education
University of Nebraska at Omaha 2006 — 2008
MBA, Collaboration and Process Design, 3.96
Deric Wild's QA3 Financial Corp Experience March 2003 - March 2011
Job Practice Builder (Joint Venture Revenue Sharing Opportunities)
Industry Financial Services
Experience
The Partnership Ensemble October 2013 - Present
Lawson Delaney May 2012 - September 2013
QA3 Financial Corp March 2003 - March 2011
It Is In The Cards January 2000 - November 2003
Securities America, Inc. Member FINRA/SIPC October 1996 - July 1997
Skills
Recruiting, Strategic Financial..., Corporate Finance, New Business Development, Business Development, Communication, Persuasive Writing, Persuasive Presentations, Sales Management, Sales Process, Investments, Investment Advisory, Mergers, Acquistions, Mergers & Acquisitions, Finance, Marketing, Sales, Leadership, Management, Insurance, Wealth Management, Business Planning, Executive Management, Equities, Analysis, Partnerships, Training, Portfolio Management
Education
University of Nebraska-Lincoln 2006 — 2010
Master of Science (M.Sc.), Finance, 4.0
Joanne Baron - D.W. Brown Studio 1999 — 2000
Acting
Fairfield University/Lorenzo de' Medici 1998 — 1999
Certification of Italian as a 2nd language
University of Nebraska-Lincoln
Bachelor of Science (B.Sc.), Communication, Dramatic Arts, Journalism, 3.6
The Partnership Ensemble October 2013 - Present
Lawson Delaney May 2012 - September 2013
QA3 Financial Corp March 2003 - March 2011
It Is In The Cards January 2000 - November 2003
Securities America, Inc. Member FINRA/SIPC October 1996 - July 1997
Skills
Recruiting, Strategic Financial..., Corporate Finance, New Business Development, Business Development, Communication, Persuasive Writing, Persuasive Presentations, Sales Management, Sales Process, Investments, Investment Advisory, Mergers, Acquistions, Mergers & Acquisitions, Finance, Marketing, Sales, Leadership, Management, Insurance, Wealth Management, Business Planning, Executive Management, Equities, Analysis, Partnerships, Training, Portfolio Management
Education
University of Nebraska-Lincoln 2006 — 2010
Master of Science (M.Sc.), Finance, 4.0
Joanne Baron - D.W. Brown Studio 1999 — 2000
Acting
Fairfield University/Lorenzo de' Medici 1998 — 1999
Certification of Italian as a 2nd language
University of Nebraska-Lincoln
Bachelor of Science (B.Sc.), Communication, Dramatic Arts, Journalism, 3.6
Bill Sole's QA3 Financial Corp Experience March 1998 - September 1999
Job Director, Global Enterprise Technology at PayPal
Industry Information Technology and Services
Experience
PayPal June 2015 - Present
eBay February 2003 - Present
PayPal 2002 - Present
Equity Consultants February 2000 - February 2003
QA3 Financial Corp March 1998 - September 1999
Skills
IVR, Integration, Call Center, Workforce Management, Vendor Management, VoIP, JavaScript, Outsourcing, Business Analysis, CTI, Mobile Devices, Customer Experience, Telecommunications, Microsoft SQL Server, Call Centers, Process Improvement, E-commerce, Avaya, CRM, Management, Genesys, Contact Centers, Cloud Computing, Enterprise Software, SaaS
Education
Bellevue University
PayPal June 2015 - Present
eBay February 2003 - Present
PayPal 2002 - Present
Equity Consultants February 2000 - February 2003
QA3 Financial Corp March 1998 - September 1999
Skills
IVR, Integration, Call Center, Workforce Management, Vendor Management, VoIP, JavaScript, Outsourcing, Business Analysis, CTI, Mobile Devices, Customer Experience, Telecommunications, Microsoft SQL Server, Call Centers, Process Improvement, E-commerce, Avaya, CRM, Management, Genesys, Contact Centers, Cloud Computing, Enterprise Software, SaaS
Education
Bellevue University
Polly Burns's QA3 Financial Corp Experience January 2004 - May 2005
Job Marketing and Advertising Consultant and Contractor
Industry Marketing and Advertising
Experience
Kiss creative services May 2006 - Present
TD Ameritrade May 2005 - May 2006
QA3 Financial Corp. January 2004 - May 2005
University of Nebraska at Omaha August 2001 - August 2003
Education
University of Nebraska at Omaha
MA, English Literature
Kiss creative services May 2006 - Present
TD Ameritrade May 2005 - May 2006
QA3 Financial Corp. January 2004 - May 2005
University of Nebraska at Omaha August 2001 - August 2003
Education
University of Nebraska at Omaha
MA, English Literature
Steve Synowicki's QA3 Financial Corp Experience July 2008 - February 2011
Job Director of Training at Carson Wealth Management Group
Industry Financial Services
Experience
Carson Wealth Management Group September 2014 - Present
Securities America February 2011 - September 2014
QA3 Financial Corp July 2008 - February 2011
Education
University of Nebraska at Omaha 1995 — 2000
Carson Wealth Management Group September 2014 - Present
Securities America February 2011 - September 2014
QA3 Financial Corp July 2008 - February 2011
Education
University of Nebraska at Omaha 1995 — 2000
Jeannie Juarez's QA3 Financial Corp Experience March 2003 - February 2011
Job Transition Manager | Project Management
Industry Financial Services
Experience
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Carson Wealth Management Group September 2013 - Present
Jeannie Juarez Photography September 2012 - Present
QA3 Financial Corp March 2003 - February 2011
Freedom Financial 2001 - 2003
Ameritrade 1999 - 2001
Skills
Retirement Planning, Photography, Securities, Wealth Management, Insurance, Investments, Investment Advisory, Asset Management, Strategic Financial..., Mortgage Lending, Sales Presentations, Outlook, Retirement, Mutual Funds, Customer Service, Series 7, Series 63, Fixed Annuities, Financial Services, Finance, Portfolio Management, Management, Leadership, Financial Advisory
Education
University of Nebraska-Lincoln 1990 — 1992
South Sioux City High School 1988 — 1989
Diploma, Business Administration and Management, General
Erik Pearson's QA3 Financial Corp Experience August 2010 - February 2011
Job Compliance Analyst at Northern Lights Distributors, LLC
Industry Financial Services
Experience
Northern Lights Distributors, LLC January 2013 - Present
CLS Investments, LLC May 2011 - December 2012
QA3 Financial Corp August 2010 - February 2011
QA3 Financial Corp August 2007 - August 2010
QA3 Financial Corp September 2006 - August 2007
QA3 Financial Corp April 2006 - September 2006
QA3 Financial Corp December 2005 - April 2006
QA3 Financial Corp November 2004 - November 2005
Education
University of Nebraska at Omaha
BSBA, Finance & Banking
Millard North High School 1993 — 1997
Northern Lights Distributors, LLC January 2013 - Present
CLS Investments, LLC May 2011 - December 2012
QA3 Financial Corp August 2010 - February 2011
QA3 Financial Corp August 2007 - August 2010
QA3 Financial Corp September 2006 - August 2007
QA3 Financial Corp April 2006 - September 2006
QA3 Financial Corp December 2005 - April 2006
QA3 Financial Corp November 2004 - November 2005
Education
University of Nebraska at Omaha
BSBA, Finance & Banking
Millard North High School 1993 — 1997
Ashley Nigro's QA3 Financial Corp Experience May 2007 - July 2009
Job Graphic Designer
Industry Graphic Design
Experience
Warren Distribution July 2009 - Present
QA3 Financial Corp May 2007 - July 2009
PIP Printing 2007 - 2007
Skills
Graphic Design, Microsoft Office, CSS, Production, Illustrator, Photoshop, InDesign, Email Marketing, Adobe Creative Suite, Layout, Word, Logo Design, Social Media, PowerPoint, Advertising, Graphics, QuarkXPress
Education
The Creative Center 2003 — 2005
Associate's degree, Graphic Design
Warren Distribution July 2009 - Present
QA3 Financial Corp May 2007 - July 2009
PIP Printing 2007 - 2007
Skills
Graphic Design, Microsoft Office, CSS, Production, Illustrator, Photoshop, InDesign, Email Marketing, Adobe Creative Suite, Layout, Word, Logo Design, Social Media, PowerPoint, Advertising, Graphics, QuarkXPress
Education
The Creative Center 2003 — 2005
Associate's degree, Graphic Design
Steve Shin's QA3 Financial Corp Experience October 2002 - June 2003
Job Manager at Kiewit
Industry Information Technology and Services
Experience
Kiewit December 2013 - Present
Kiewit November 2010 - Present
Shin's Martial Arts Academy 2006 - Present
West Asset Management September 2010 - November 2010
Aureus Group June 2010 - September 2010
Deliveron Consulting Services March 2009 - June 2010
HDI NE Chapter 2008 - May 2010
Creighton University 2006 - May 2010
Creighton University June 2003 - March 2009
QA3 Financial Corp October 2002 - June 2003
Skills
Security, SharePoint, Project Management, DNS, Microsoft Exchange, Servers, Software, Strategy, Microsoft SQL Server, Cross-functional Team..., Information Technology, Management, Training, Analysis
Education
University of Nebraska at Omaha 2002 — 2006
MS, MIS
University of Nebraska at Omaha 1994 — 1999
BS, Computer Science w/ minor in mathematics
Millard North Sr. High 1990 — 1994
University of Colorado Boulder
Various
Kiewit December 2013 - Present
Kiewit November 2010 - Present
Shin's Martial Arts Academy 2006 - Present
West Asset Management September 2010 - November 2010
Aureus Group June 2010 - September 2010
Deliveron Consulting Services March 2009 - June 2010
HDI NE Chapter 2008 - May 2010
Creighton University 2006 - May 2010
Creighton University June 2003 - March 2009
QA3 Financial Corp October 2002 - June 2003
Skills
Security, SharePoint, Project Management, DNS, Microsoft Exchange, Servers, Software, Strategy, Microsoft SQL Server, Cross-functional Team..., Information Technology, Management, Training, Analysis
Education
University of Nebraska at Omaha 2002 — 2006
MS, MIS
University of Nebraska at Omaha 1994 — 1999
BS, Computer Science w/ minor in mathematics
Millard North Sr. High 1990 — 1994
University of Colorado Boulder
Various
Ted Lange Sr. CFP's QA3 Financial Corp Experience April 2000 - June 2006
Job Branch Manager Reverse Mortgage Division at Fairway Independent Mortgage Company
Industry Financial Services
Experience
Fairway Independent Mortgage Company July 2014 - Present
Premier Reverse Solutions, a Branch of Hightechlending Inc. December 2011 - July 2014
Wells Fargo Home Mortgage March 2010 - November 2011
Reverse Mortgage Consultant 2010 - 2011
QA3 Financial Corp April 2000 - June 2006
Skills
Reverse Mortgages, Team Building, New Business Development, Negotiation, Strategic Planning, Customer Relations, Coaching, Refinance, Loan Origination, Retirement, Customer Service, Banking, Investment Properties, Investments, Sales, Loans, Mortgage Banking, Wealth Management, Sales Management, Residential Mortgages, Mortgage Lending, FHA financing, Management, Certified Mortgage..., Real Estate, FHA, Credit, Small Business, Selling, Insurance, Public Speaking
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning for Individuals and Business
Fairway Independent Mortgage Company July 2014 - Present
Premier Reverse Solutions, a Branch of Hightechlending Inc. December 2011 - July 2014
Wells Fargo Home Mortgage March 2010 - November 2011
Reverse Mortgage Consultant 2010 - 2011
QA3 Financial Corp April 2000 - June 2006
Skills
Reverse Mortgages, Team Building, New Business Development, Negotiation, Strategic Planning, Customer Relations, Coaching, Refinance, Loan Origination, Retirement, Customer Service, Banking, Investment Properties, Investments, Sales, Loans, Mortgage Banking, Wealth Management, Sales Management, Residential Mortgages, Mortgage Lending, FHA financing, Management, Certified Mortgage..., Real Estate, FHA, Credit, Small Business, Selling, Insurance, Public Speaking
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning for Individuals and Business
Jon E Guay's QA3 Financial Corp Experience May 2008 - February 2011
Job Financial Consultant
Industry Financial Services
Experience
Wunderlich Securities February 2011 - January 2013
QA3 Financial Corp May 2008 - February 2011
CUNA Mutual Group September 2000 - May 2008
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Securities, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Portfolio Management, IRAs, Equities
Education
University of Maryland College Park 1983 — 1986
BS, Economics and Finance
Boys' Latin High School 1980 — 1983
Wunderlich Securities February 2011 - January 2013
QA3 Financial Corp May 2008 - February 2011
CUNA Mutual Group September 2000 - May 2008
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investments, Securities, Retirement, Investment Advisory, Strategic Financial..., Asset Allocation, Fixed Annuities, Portfolio Management, IRAs, Equities
Education
University of Maryland College Park 1983 — 1986
BS, Economics and Finance
Boys' Latin High School 1980 — 1983
Larry Vandervoort's QA3 Financial Corp Experience 2003 - 2006
Job President at Recruiting Services of Arizona
Industry Financial Services
Experience
Recruiting Services of Arizona 2006 - Present
QA3 Financial Corp 2003 - 2006
GWR Investments 1995 - 2000
A.G. Edwards 1990 - 1995
Prudential Financial 1987 - 1990
Skills
Personnel Recruiting, Social Media Relations, Alternative Investments, Social Media Marketing, Personnel Selection, Recruiting, Wealth Management, Retirement Plan..., Retirement Planning, Series 63, Financial Statements, Financial Advisory, 401k, Sales, Asset Allocation, 401k Rollovers, Bonds, Marketing, Equities, FINRA, IRAs, Series 24, Investment Strategies, Life Insurance, Wealth, High Net Worth..., Wealth Accumulation, Series 6, Employee Benefits, Roth IRA, ETFs, Disability Insurance, Wealth Management..., Long Term Care Insurance, Uniform Combined State..., Investment Management, Fixed Income, Series 65, Term Life Insurance, Hedge Funds, Personal Financial...
Education
Arizona State University - W. P. Carey School of Business 1980 — 1986
B.A., Finance
Recruiting Services of Arizona 2006 - Present
QA3 Financial Corp 2003 - 2006
GWR Investments 1995 - 2000
A.G. Edwards 1990 - 1995
Prudential Financial 1987 - 1990
Skills
Personnel Recruiting, Social Media Relations, Alternative Investments, Social Media Marketing, Personnel Selection, Recruiting, Wealth Management, Retirement Plan..., Retirement Planning, Series 63, Financial Statements, Financial Advisory, 401k, Sales, Asset Allocation, 401k Rollovers, Bonds, Marketing, Equities, FINRA, IRAs, Series 24, Investment Strategies, Life Insurance, Wealth, High Net Worth..., Wealth Accumulation, Series 6, Employee Benefits, Roth IRA, ETFs, Disability Insurance, Wealth Management..., Long Term Care Insurance, Uniform Combined State..., Investment Management, Fixed Income, Series 65, Term Life Insurance, Hedge Funds, Personal Financial...
Education
Arizona State University - W. P. Carey School of Business 1980 — 1986
B.A., Finance
Danielle Fosmer's QA3 Financial Corp Experience 2006 - 2009
Job Operations Specialist, Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC November 2011 - Present
QA3 Financial Corp 2006 - 2009
Securities America, Inc. Member FINRA/SIPC February 2002 - November 2006
Education
Metropolitan Community College 2006 — 2008
BS, Business Administration and Management, General
Bellevue University
BS, Business Administration and Management, General
Securities America, Inc. Member FINRA/SIPC November 2011 - Present
QA3 Financial Corp 2006 - 2009
Securities America, Inc. Member FINRA/SIPC February 2002 - November 2006
Education
Metropolitan Community College 2006 — 2008
BS, Business Administration and Management, General
Bellevue University
BS, Business Administration and Management, General
Deloris Weidner's QA3 Financial Corp Experience April 2004 - May 2004
Job Compliance Specialist at Trust Company of America
Industry Financial Services
Experience
Trust Company of America April 2010 - Present
Harrison Douglas, Inc. June 2004 - November 2009
QA3 Financial Corp April 2004 - May 2004
Freedom Financial, Inc, September 2001 - March 2004
LaeRoc Partners, Inc. October 2000 - May 2001
Roland Manarin & Associates April 1995 - September 2000
Education
South Dakota School of Mines and Technology 1974 — 1977
BS, Mining Engineering;
Trust Company of America April 2010 - Present
Harrison Douglas, Inc. June 2004 - November 2009
QA3 Financial Corp April 2004 - May 2004
Freedom Financial, Inc, September 2001 - March 2004
LaeRoc Partners, Inc. October 2000 - May 2001
Roland Manarin & Associates April 1995 - September 2000
Education
South Dakota School of Mines and Technology 1974 — 1977
BS, Mining Engineering;
Joe Wede's QA3 Financial Corp Experience July 1999 - October 2001
Job Manager, Customer Service Applications at PayPal
Industry Internet
Experience
PayPal January 2012 - Present
PayPal March 2010 - January 2012
PayPal March 2007 - March 2010
PayPal March 2005 - March 2007
PayPal June 2003 - March 2005
PayPal October 2001 - June 2003
QA3 Financial Corp July 1999 - October 2001
Skills
System Administration, Microsoft SQL Server, Scalability, Databases, Cloud Computing, Analytics, Enterprise Software, Perl, Oracle SQL, Project Management, SQL, Agile Methodologies, Customer Service, Unix, Telecommunications, Leadership, IT Management, E-payments, Integration, Oracle, Vendor Management, Servers, Data Center, Systems Engineering, E-commerce, Enterprise Architecture, Cluster, High Availability
Education
Iowa Western Community College 1996 — 1998
Computer Sciance
Northwest Missouri State University 1994 — 1996
Computer Science
PayPal January 2012 - Present
PayPal March 2010 - January 2012
PayPal March 2007 - March 2010
PayPal March 2005 - March 2007
PayPal June 2003 - March 2005
PayPal October 2001 - June 2003
QA3 Financial Corp July 1999 - October 2001
Skills
System Administration, Microsoft SQL Server, Scalability, Databases, Cloud Computing, Analytics, Enterprise Software, Perl, Oracle SQL, Project Management, SQL, Agile Methodologies, Customer Service, Unix, Telecommunications, Leadership, IT Management, E-payments, Integration, Oracle, Vendor Management, Servers, Data Center, Systems Engineering, E-commerce, Enterprise Architecture, Cluster, High Availability
Education
Iowa Western Community College 1996 — 1998
Computer Sciance
Northwest Missouri State University 1994 — 1996
Computer Science