Questar Capital
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 1997 Parent organization: Yorktown Financial Companies Inc. Subsidiary: Questar Asset Management, Inc.
Questar Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Questar Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Questar Capital Employees
Questar Capital September 2012 - Present
CHA Financial July 2003 - Present
AXA July 2003 - December 2011
AT&T August 1999 - May 2003
IBM August 1974 - October 1977
Skills
Insurance, Retirement, Life Insurance, Fixed Annuities, Retirement Planning, Disability Insurance, Term Life Insurance, Employee Benefits, Long-term Care, Health Insurance, Brokers, Strategic Planning, Program Management, Cross-functional Team..., Whole Life, Annuity Sales
Education
University of Illinois at Urbana-Champaign 1968 — 1974
Doctor of Philosophy (PhD), Computer Science
The Chinese University of Hong Kong 1964 — 1968
Bachelor of Science (BS), Mathematics
Questar Capital
Skills
Adept at matching..., Term Asset Care &..., Public Speaking
Education
Howard University
Bachelor's Degree, Economics & Business Administration
Questar Capital March 2014 - Present
Ameriprise Financial Services, Inc. August 2005 - December 2012
Wells Fargo May 2003 - March 2005
Northwestern Mutual May 2002 - June 2003
Skills
Series 7, Series 63, Kaizen, Financial Services, Financial Advisory, Financial Planning, Securities
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (MBA), Finance, General
University of Wisconsin-Eau Claire 1998 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
Questar Capital August 2012 - Present
Allianz Life September 2011 - August 2012
Questar Capital December 2007 - August 2011
Northwestern Mutual 2003 - 2007
Trusted Securities Advisors Corporation 2001 - 2003
GMAC Investment Services 1999 - 2001
Peace Corps 1998 - 1999
Skills
Series 7, Series 24, Series 66, Series 9 & 10, Microsoft Project, Microsoft Excel, Operations Management, Backoffice System..., DTCC, Access, Project Management, Procedure development, WebCRD, FINRA
Education
St. Cloud State University 1993 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Newmark Grubb Knight Frank September 2015 - Present
Protective Asset Solutions December 2010 - Present
Savills Studley September 2014 - September 2015
AXA Equitable 2008 - 2010
Questar Capital 2004 - 2008
Paine Webber 1996 - 2000
US Army 1988 - 1997
Skills
Retirement Planning, Insurance, Fixed Annuities, Commercial Real Estate, Tenant Representation, Office Tenant..., Real Estate License, Real Estate, Corporate Real Estate, Real Estate Transactions, Real Estate Economics, Leadership, Management
Education
United States Army Intelligence School 1989 — 1990
Florida Institute of Technology 1984 — 1988
Aviation Management, Aviation
Questar Capital August 2012 - Present
Lutheran Church of the Good Shepherd December 2011 - Present
True Food Kitchen March 2011 - May 2012
Mediterraneo June 2008 - January 2010
Skills
English, French, Creative Writing, Creative Development, Entrepreneurship, Hospitality, Performing Arts, Choreography, Intercultural..., Microsoft Excel, Event Planning, Customer Service, Social Networking, Editing, Proofreading, Advertising, Social Media Marketing, Online Marketing, Copywriting, Internal Communications, Marketing Communications, Literature, Sustainability, Foreign Languages, Time Management, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Financial Advisory, Outlook, Office Management, Executive Administrative, Office Administration, Finance, Meeting Scheduling, Critical Thinking, Newsletters, Executive Level..., Sales, Data Entry, Expense Reports, Budgets, Administrative..., Research, Event Management, Social Media, Fundraising, Marketing, Heavy Calendaring
Education
El Camino College 2011 — 2012
Business Administration and Management
West Torrance High School 2006 — 2010
Lake Hill Capital Management 2011 - Present
Macro Risk Advisors 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2004 - 2007
Deutsche Bank 2002 - 2004
Questar Capital 2000 - 2002
PEAK6 Investments LP 2001 - 2001
Skills
Equity Derivatives, Corporate Strategy, Entrepreneurship, Hedge Funds, Options, Derivatives, Volatility, Portfolio Management, Investments, Hedging, Wealth Management, Investment Strategies, Alternative Investments, Volatility Arbitrage, Global Business..., Business Strategy, Equities, Commodity, Trading, Fixed Income, Capital Markets, Fund Of Funds
Education
University of Michigan 1998 — 2002
BBA, Finance and Corporate Strategy
University of Michigan - Stephen M. Ross School of Business 1998 — 2002
BBA, Finance and Corporate Strategy
The Grant Co. LLC 2013 - Present
Questar Capital 2011 - 2013
Northwestern Mutual 2006 - 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Nonprofits, Sales, Recruiting, Budgets, Leadership, Strategic Planning
Education
Kansas State University 1980 — 1981
Bachelor of Arts (BA), Life Sciences
Brigham Young University - Hawaii 1978 — 1980
Coach May 2012 - Present
Questar Capital June 2010 - August 2011
St. Gregory Barbarigo April 2007 - August 2010
Camp Don Bosco June 2009 - August 2009
Skills
Excellent communication..., Dependable Team Player, dedication to success, Superior Client Service, Superior Sales Skills, Microsoft Excel, Microsoft Office, Highly self-motivated, Client Services, Customer Service, Facebook, PowerPoint, Sales, Selling Skills, Time Management
Education
Providence College 2010 — 2014
Honors Bachelor of Arts (B.A.), History major / Business minor
Don Bosco Preparatory High School 2006 — 2010
St. John's School of Law
ARC Services of Macomb October 2007 - July 2011
FasTemps September 2007 - October 2007
Lee Temporaries August 2007 - October 2007
Questar Capital August 2005 - December 2006
Questar Capital April 2005 - August 2005
Jackson Hewitt Tax Service January 2005 - April 2005
Meijer June 2003 - February 2005
University of Michigan November 1994 - October 2002
Molly Maid Corporate USA August 1997 - February 1998
Skills
Filing
Education
Eastern Michigan University 1994 — 2007
CORE Income Advisors August 2013 - Present
CORE Income Advisors June 2012 - January 2014
St. John's Athletic Department September 2011 - February 2012
Questar Capital May 2010 - July 2010
UBS Wealth Management May 2009 - August 2009
Skills
Social Media Marketing, Management, Insurance, Marketing, Sales, Fixed Income, Variable Annuities, Income Protection, Fixed Annuities
Education
St. John's University 2008 — 2012
Business Management, Business, Management, Marketing, and Related Support Services
Minnetonka High School
Rick Carter, CLU, ChFC, MBA, Mediator August 1979 - Present
Messer Financial Group November 2010 - Present
Hill Country Alternative Dispute Resolution Center August 2010 - Present
Pinnacle Benefits Group August 2010 - Present
Rick Carter, CLU, ChFC January 2010 - Present
Health Care Financial Management August 1979 - Present
USA Benefits Group April 2010 - January 2011
Next Financial January 2008 - September 2009
Questar Capital October 2005 - January 2008
Franklin Life/American General/American International Group October 1998 - October 2005
Skills
Social Media, Mediation, Insurance, Investments, Retirement, Securities, Estate Planning, Fixed Annuities, Life Insurance, Small Business, Strategic Financial..., Finance, Retirement Planning, Health Insurance, Business Development, Management, Negotiation, Disability Insurance, Long-term Care, Real Estate, Training, Sales, Team Building, Fundraising, Business Planning, New Business Development, Marketing, Medicare, Employee Benefits, Term Life Insurance, Leadership, Wealth Management, Underwriting, Critical Illness, Risk Management, General Insurance, Wealth, Financial Advisory, Customer Retention, Executive Management, Asset Management, Financial Planners, Business, Annuities, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Marketing Strategy, Public Relations
Education
St. Mary's University 1989 — 1991
MBA, Finance/Operations Management
Bryn Mawr College 1988 — 1989
ChFC, Financial Planning
Bryn Mawr College 1987 — 1988
CLU, Insurance Underwriting
Texas State University (formerly Southwest Texas State University) 1976 — 1979
Finance; Bachelors, Operations Management; Accounting, Economics, Business Policy; Business Administration
Texas State University-San Marcos 1976 — 1979
BBA, Marketing
W.T. White and Skyline High Schools 1972 — 1976
General Curriculum/Medical Cluster, General Curriculum/Medical Cluster
Naples Community Hospital (NCH) March 2014 - Present
Child Abuse and Neglect Council 2010 - Present
Covenant HealthCare 2005 - Present
Saginaw Exchange Club 2005 - December 2012
Covenant HealthCare April 2005 - April 2010
Questar Capital September 2000 - February 2003
Consumers Energy May 1988 - August 1998
Art Noey Home Appliances 1979 - 1982
Homestead Realty 1977 - 1979
Skills
Writing, Editing, Customer Relations, Attention To Detail, Microsoft Office, Word, Research, Customer Service, Public Speaking, Excel, Scheduling, Budgeting, Windows, Outlook, Social Media, Teaching, Problem Solving, Public Relations, Teamwork, Budgets, Microsoft Excel, Nonprofits, Fundraising, Team Building, Leadership, Volunteer Management, Community Outreach, Strategic Planning, Team Leadership, Healthcare, Microsoft Word
Education
Delta College 1967 — 1970
Associates, Secretarial
DTY Wealth Planning Solutions December 2007 - Present
American Airlines 1999 - 2013
Questar Capital 2008 - 2011
Skills
Tax, Wealth Management..., Insurance, Fixed Annuities, Small Business, Retirement, Risk Management, Financial Advisory, Finance, Financial Services, Securities, Series 7, Management, Piloting, Airlines, Aviation, Retirement Planning, Training, Flights, Strategic Financial..., Wealth, Investments, Aircraft, Wealth Management, Asset Management, Portfolio Management, 401k, Pensions, Mutual Funds, Disability Insurance, Flight Training, Series 63, Life Insurance, Asset Allocation, Financial Planners, Equities, Investment Advisory, Financial Analysis, Banking, Emerging Markets, Investment Strategies, Credit, Alternative Investments, Series 65, Loans, FINRA, Relationship Management, Financial Modeling, IRAs, Long-term Care
Education
The University of North Dakota
Airways Science / Aviation Management
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Intouch Advisors, LLC July 2013 - Present
ACN April 2013 - Present
Gregg & Associates,LLC dba: Gregg's Tax Service February 2007 - Present
Questar Capital August 2011 - June 2013
Skills
Tax Preparation, Bookkeeping, Accounting, Management Consulting, Strategic Planning, Business Planning, Budgets, Annuity Sales, Investments, Mutual Funds, Equities, Telecommunications, 401k, Fixed Annuities, Financial Planners, Portfolio Management, Retirement, Retirement Planning, Asset Management, Financial Advisory, Due Diligence, Financial Analysis, Tax, Estate Planning, Insurance
Education
Keller Graduate School of Management of DeVry University 2005 — 2007
Masters of Accounting, Accounting
Wheeling Jesuit University 2002 — 2003
Bachelor of Science (BS), Accounting
Belmont Technical College 2001 — 2002
Associate of Science (AS), Accounting
Questar Capital September 2013 - Present
ING Financial Partners August 2010 - September 2013
Skills
Wealth Management, employer sponsored plans, insurance planning, deferred compensation..., estate tax planning, individual retirement..., Series 6, Series 63, Series 7, Series 65, Investment Advisory
Education
University of Maine 1989 — 1993
B.S. Finance, Marketing
Questar Capital April 2014 - Present
Mutual of Omaha July 2009 - March 2014
US Navy Reserve May 1996 - December 2011
Mass Mutual March 2007 - July 2009
Mutual of Omaha March 2001 - March 2007
Allstate 1999 - 2000
Skills
Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Long Term Care Insurance, Retirement, Long-term Care, Management, IRAs, Critical Illness
Education
The American College 2004 — 2011
CLU, LUTCF, FSS, Insurance, Financial Services, Estate Planning
Sam Houston State University 1996 — 1997
Bachelor of Business Administration, Marketing, Finance, Economics
Southwest Texas State University
Business Administration and Management, General
Concorde Investment Services, LLC 2012 - Present
Mutual Trust Financial Group 2007 - Present
Asset Mgmt Systems, Inc. April 1984 - Present
College for Financial Planning 1988 - 2014
Gleaner Life 1995 - 2009
Asset Management Systems, Inc. 1984 - 2009
Questar Capital 1998 - 2007
MCM Acoustics / The Stereo Alternative 1978 - 1984
Skills
Investments, Insurance, Financial Services, Life Insurance, Retirement Planning, Asset Management, Financial Advisory, Fixed Annuities, Estate Planning, Securities, Finance, Retirement, Wealth, Small Business, IRAs, Series 7, Financial Planning, Wealth Management, Disability Insurance, Financial Planners, Investment Advisory, High Net Worth..., Money Management, Personal Finance, Mutual Funds, 401k, Insurance Planning, Investment Strategies, Equities, Annuities, Tax, Brokers, Wealth Accumulation, Alternative Investments, Strategic Financial..., Wealth Management..., Health Insurance, Long-term Care, Financial Advice, IRA's, Asset Allocation, Wealth Transfer, Life Planning, Comprehensive Wealth..., Long Term Care, Management, Customer Service, Leadership, Portfolio Management, Strategic Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial Planning
Columbia College Chicago 1973 — 1977
Bachelor's degree
Columbia College Chicago 1973 — 1977
Bachelor's degree
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Northmont HS
Questar Capital 2000 - Present
Financial Foundations Insurance and Investment Services September 1996 - Present
MetLife 1992 - 1996
Steam Way Unlimited 1989 - 1992
Joslins 1982 - 1989
Education
University of Northern Colorado 1982 — 1986
BS, Management/Finance
University of Northern Colorado 1981 — 1986
BS Finance, Finance and HRM
Allstate December 2008 - Present
Questar Capital April 2004 - November 2008
Employer Solutions Group August 2008 - October 2008
Aspen Cove Insurance January 2004 - October 2008
Employer Solutions Group July 2002 - January 2004
Ferguson Financial October 1999 - July 2002
Skills
Health, Benefits, 401k, Annuities, Investments, Dental, Home, Mutual Funds, IRA's, Simple IRA, Roth IRA, General Liability, Insurance, Employee Benefits, Workers Compensation, Customer Service, Customer Relations, Retirement, Disability Insurance, Health Insurance, Fixed Annuities, IRAs, Legal Liability, Life Insurance, Property & Casualty..., Long-term Care, Underwriting, Commercial Insurance, Dentistry
Education
Brigham Young University 2003 — 2005
MBA
Brigham Young University 2001 — 2002
Bachelor of Science
Questar Capital March 2010 - Present
Ameriprise Financial July 2008 - March 2010
Skills
Finance, Retirement, Strategic Financial..., Mutual Funds, Investments, Retirement Planning, Fixed Annuities, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Financial Planning, Wealth, Sales, Business Planning
Education
University of South Florida
BSBA, Finance
RBC Wealth Management May 2015 - Present
Questar Capital February 2011 - April 2015
RBC Wealth Management September 2002 - September 2007
Skills
Series 7, Compliance, Series 24, series 53, Mutual Funds
Education
University of St. Thomas - Opus College of Business 2010 — 2015
MBA
The University of South Dakota 1997 — 2001
Psychology
MicroNet Inc.- provider of ChamberMaster and MemberZone August 2015 - Present
MicroNet Inc. February 2014 - Present
Ascensus May 2011 - February 2014
Questar Capital June 2009 - May 2011
Allianz Life January 2005 - June 2009
Education
University of Minnesota-Duluth 1999 — 2003
Bachelor of Business Administration (B.B.A.), Organizational Business Mgmt
Questar Capital July 2009 - Present
TEAM Enterprises July 2009 - Present
Allied Integrated Marketing January 2012 - Present
Formula June 2010 - April 2014
Coach Leatherware October 2005 - February 2010
Questar Capital (Spherion) February 2009 - June 2009
Allianz Life (Spherion) May 2008 - December 2008
Securitas Security Services USA, Inc. June 2006 - May 2008
Securitas Security Services USA, Inc. August 2003 - June 2006
Skills
Sales, Human Resources, Event Planning, Social Networking, Customer Service, Facebook, Outlook, Teamwork, Time Management, Retail, Promotions, Microsoft Word, Team Leadership, Public Relations, PowerPoint, Social Media Marketing, Marketing, Word, Microsoft Excel, Data Entry, Recruiting, Organization, Administrative..., Travel Arrangements, Lotus Notes, Expense Reports, Cybershift, People Skills, Telephone Skills, Trade Shows
Education
Minnesota State University, Mankato 1998 — 2003
B.S., Corrections
Questar Capital May 2015 - Present
Questar Capital May 2011 - May 2015
Target Corporation contracted through Dahl April 2010 - May 2011
TCF Bank June 2008 - November 2009
3M June 2007 - August 2007
Skills
Email Marketing, Advertising, Marketing, Competitive Analysis, Newsletters, Management, Strategy, Interactive Marketing, Series 7, Social Media, Series 66, Budgets, Recruiting, Direct Marketing
Education
University of Minnesota 2004 — 2008
Bachelor of Arts (B.A.), Marketing
University of Minnesota - Carlson School of Management 2004 — 2008
BA, Marketing, International Business, Spanish minor
Curtis L. Carlson School of Management
Bachelor of Science, Business, Marketing and International Business; Spanish Language
University of Malaga
Spanish Language and Literature
Questar Capital October 2014 - Present
ING Financial Partners July 2011 - September 2014
Magyar Financial September 2008 - July 2011
Certified Financial Services, LLC October 2004 - September 2008
Bartlo Packaging, Inc. April 1991 - May 2003
Naporano Iron & Metal, Co. 1987 - 1991
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Financial Services, Disability Insurance, Strategic Financial..., Investments, Insurance, Life Insurance, Finance, Long Term Care Insurance, Long-term Care, Financial Advisory, Risk Management, Wealth, Financial Reporting, Banking, Cash Flow, Employee Benefits, Accounting, Tax, Financial Analysis, 401k, Annuities, Long Term Care, Group Benefits, Financial Planning, Medicare
Education
Mansfield University of Pennsylvania 1985 — 1987
BS
Union County College 1982 — 1984
AA Accounting
Seros Financial 2008 - Present
Questar Capital 2007 - 2008
Skills
Retirement Planning, Retirement, Investments, Income Strategies, Financial Advisory, Management, Financial Services, Strategy, Securities, Financial Planning, Finance, Strategic Planning, Insurance, Life Insurance, Medicare, Medicare Supplements
Education
Arizona State University 2004 — 2006
Bachelor of Science
Questar Capital May 2013 - Present
Dulles National Financial Services January 1982 - Present
Wall Street Financial Group June 2004 - May 2013
Skills
401k Rollovers, QDRO's,..., 401k Rollovers
Education
Shenandoah University 1991 — 1992
MBA, Business
Albright College 1975 — 1979
BA, History
Questar Capital December 2010 - Present
Waddell & Reed January 2002 - November 2010
McWaters Inc. January 2000 - December 2001
Bandag December 1989 - December 1999
Corning Incorporated July 1980 - November 1989
US Navy June 1975 - June 1980
Skills
Go to David's website...
Education
West Virginia University 1984 — 1986
Master of Business Administration (M.B.A.)
United States Naval Academy 1971 — 1975
Bachelor of Science (B.S.)
Concorde Investment Services August 2010 - Present
Bank of New York Mellon October 2006 - September 2009
Questar Capital 1998 - 2006
Skills
Securities, Investments, Financial Services, Relationship Management, Investment Advisory, Alternative Investments, Business Development, FINRA
Education
Cleary University 1992 — 1995
Bachelor of Arts, Business Management
Eastern Michigan University
Business Administration and Management
Questar Capital December 2004 - Present
John Hancock January 1992 - December 2004
Education
American College 1997 — 2000
CLU
University of Florida 1987 — 1991
BS
Countryside High School 1983 — 1987
Questar Capital April 2015 - Present
JayFive Properties, LLC March 2015 - Present
American Financial April 2012 - Present
McCullough and Associates June 2010 - April 2012
Education
University of Saint Thomas - School of Business 2006 — 2010
University of London 2008 — 2008
Business
Questar Capital November 2012 - Present
The Wall Insurance School January 2002 - Present
Ciola & Associates Inc January 1995 - Present
John Hancock Life Insurance Company (U.S.A.) June 2007 - October 2010
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Licensed Life & Health...
Education
Universidad Nacional de Rosario 1983 — 1988
Bachelor in Business Administration
AlphaStar Capital Management, LLC 2011 - Present
Addi's Cure, Inc November 2006 - Present
American Portfolios March 2009 - December 2013
Regulus Advisors LLC March 2009 - December 2011
Questar Capital April 2004 - March 2009
Financial Independence Group January 2004 - March 2009
Laureate Capital September 2001 - January 2004
University of Kansas Athletic Dept 2000 - 2001
Education
The University of Kansas 1995 — 1999
Bachelor of Science and Education, Minor in Business with an Emphasis in Sports Management
Next Level Advisors, Inc March 2011 - Present
Questar Capital October 2012 - Present
Woodbury Financial Services 2007 - October 2012
Income Architects 2004 - March 2011
Brecek & Young May 1995 - August 2007
Education
San Diego State University-California State University 1986 — 1989
BA, Rec Admin
Taylor Capital Management May 2014 - Present
Questar Capital March 2006 - Present
Foresters January 2003 - June 2005
ALTON / DISCOVER January 1996 - January 2003
WEDBUSH MORGAN SECURITIES January 1995 - January 1996
Skills
Investments, Retirement Planning
Education
San Francisco State University 2003 — 2006
BS, Corporate Finance
Skyline College
ASSOCIATE
Questar Capital October 2012 - Present
Allianz Life May 2008 - October 2012
Ameriprise Financial October 2005 - May 2008
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Retirement, Investments, Series 7, Estate Planning, Fixed Annuities, Asset Allocation, Protection..., Mutual Funds, Employee Stock Options, Saving for Education, Securities, Education Funding, Investment Advisory, Investment Strategies, Disability Insurance, Financial Advisory, Variable Annuities, Life & Health Insurance..., Series 66, Long Term Care Insurance
Education
St. Olaf College 2001 — 2005
Bachelor's degree, Economics
Prime Therapeutics May 2015 - Present
Prime Therapeutics April 2012 - Present
Improving Enterprises August 2014 - April 2015
Chinese Heritage Foundation 2004 - 2014
RBC Wealth Management February 2011 - February 2012
Prime Therapeutics May 2010 - February 2011
Questar Capital October 2009 - January 2010
Prime Therapeutics February 2009 - July 2009
Express Scripts August 2008 - February 2009
Questar Capital & Allianz Life of North America 2007 - 2009
Skills
Business Requirements, Business Analysis, Business Process Design, Requirements Analysis, Visio, Business Process, Business Process..., Process Improvement, SharePoint, Business Intelligence, Software Project..., Integration, Standards Compliance, SDLC, User Acceptance Testing, PMO, Vendor Management, Systems Analysis, Project Portfolio..., Requirements Gathering
Education
University of Minnesota-Twin Cities 1988 — 1990
BA Degree, Social & Cultural Anthropology
University of Nebraska at Omaha 1984 — 1987
BA Degree, History
Fargo South
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
United States Postal Service April 2013 - Present
FedEx Freight August 2012 - December 2012
Questar Capital Corporation April 2008 - January 2011
Questar Capital Corporation April 2008 - January 2011
Questar Capital 2008 - 2011
Ameriprise Financial 1997 - 2008
RJ Steichen 1983 - 1995
Skills
Series 24, Series 7, FINRA, Series 63, Mutual Funds, Securities, AML, Risk Management, Insurance, Investment Advisory, Asset Managment, Options
Education
Minneapolis Community and Technical College 1981 — 1983
Computer Programming
Heavy Metal Truck Training
Questar Capital December 2010 - Present
ING Financial Partners February 2006 - December 2010
Prudential Financial February 2003 - February 2006
Group C Communications February 2000 - February 2003
Sinclair Broadcast Group August 1998 - February 2000
Skills
Financial Planning, Insurance, Retirement, Investments, Annuities, Series 7, 401k, Mutual Funds, Small Business, Retirement Planning, Securities, Portfolio Management, Long Term Care, Health Insurance, Estate Planning, IRA's, Disability Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Series 63, Asset Allocation, FINRA, Life Insurance, Financial Advisory, Wealth Management, IRAs
Education
University of South Carolina - Darla Moore School of Business 2008 — 2010
MBA, Master of Business Administration
University of North Carolina at Greensboro 1995 — 1999
BA, Biology and Media Studies
Washington High School 1991 — 1995
College Prep
Ameriprise Financial October 2014 - Present
Questar Capital September 2013 - October 2014
ING December 2012 - September 2013
Wells Fargo Advisors September 2012 - December 2012
Wells Fargo Advisors August 2009 - September 2012
Wells Fargo Investments January 2009 - August 2009
Wells Fargo Investments June 2005 - January 2009
Wells Trade 2000 - 2005
Wells Trade July 2000 - May 2002
KDUZ/KKJR Radio May 1997 - March 2000
Skills
Securities, Investments, Call Center, Wisdom, Beta, Hogan, CEO, Microsoft Office, DisputeMax, Access, Asset Allocation, Analysis, Banking, Call Centers, Customer Service, FINRA, Finance, Financial Services, Leadership, Retirement Planning, Mutual Funds, Software Lifecycle, Trading, Risk Management
Education
North Hennepin Community College 2012 — 2013
Microsoft Career Essentials
Brown College 1996 — 1997
TV/ Radio Broadcasting, Radio
Anoka Ramsey Community College 1992 — 1994
Generals
Irondale High School 1989 — 1992
Diploma
Questar Capital September 2011 - Present
Foot Candles-Holidazzle October 2006 - December 2013
Questar Capital April 2011 - October 2012
Allianz Life November 2009 - April 2011
Allianz Life May 2010 - October 2010
Hot Topic February 2002 - March 2006
B&J Promotions 1990 - 2000
Skills
Microsoft Office, Sewing, Photography, Research, Microsoft Excel, Customer Service, Microsoft Word, Process Improvement, Social Media, Project Management, Series 7, Management, Insurance, Sales, Leadership, Event Planning, Public Speaking, Fixed Annuities
Education
Normandale Community College 2004 — 2006
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer, R.T.(R)(ARRT)
Inver Hills Community College 2002 — 2004
Associates of Arts (A.A), General Studies
Questar Capital July 2013 - Present
Woodbury Financial Services 2012 - 2013
Workman Securities/Allied Beacon January 2010 - December 2012
First Albany Capital January 2005 - May 2007
RBC Capital Markets February 2002 - December 2004
RBC Capital Markets January 2001 - February 2002
Education
University of Minnesota-Twin Cities 1987 — 1993
Sociology and Statistics
Allianz Life March 2015 - Present
Questar Capital May 2008 - March 2015
Questar Capital October 2004 - April 2008
Education
Northern State University 1995 — 1999
Bachelor of Arts, Sociology
Christine Harmon Financial ProfessionalChristine Harmon2001 - Present
Questar Capital 1996 - 2010
Skills
Retirement Planning, Unit Investment Trusts, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Term Life Insurance, Strategic Financial..., Series 63, Small Business, 401k, Insurance, IRAs, Investments, Portfolio Management, Long-term Care, Financial Advisory, Estate Planning, Financial Planners, Wealth Management, Series 7, Wealth Accumulation, Investment Advisory, Roth IRA
Education
University of California, Los Angeles
B.A.
Questar Capital September 2015 - Present
Humana 2002 - Present
Ameriprise Financial Services, Inc. January 2010 - September 2015
Questar Capital 2015 - 2015
Humana 2002 - 2015
H&R Block August 2004 - October 2006
JB Hanauer August 2002 - August 2004
Bankers Life 1989 - 2002
Bankers Life 1989 - 2002
Skills
Investments, Finance, Insurance, Financial Services, Retirement Planning, Strategic Financial..., Retirement, Wealth Management, Series 7, Fixed Annuities, Mutual Funds, Portfolio Management
Education
Miami Dade College 1987 — 1988
Marketing
Oakland Community College 1985 — 1986
Marketing
Livonia High School Livonia New York 1975 — 1979
Graduate, Math and Science
Questar Capital September 2012 - Present
Cost Seg Associates, LLC June 2008 - August 2012
Tiger Oak Publications August 2006 - June 2008
Skills
Microsoft Word, Accounts Receivable, Accounts Payable, Microsoft Office, Microsoft Excel, PowerPoint, Budgets, Office Management, Outlook, Journal Entries, Forecasting, Microsoft Dynamics SL
Education
Normandale Community College 2010 — 2013
Wells Fargo Advisors, LLC October 2014 - Present
Bank of the West September 2011 - October 2014
Questar Capital May 2008 - April 2010
JP Morgan Chase February 2006 - March 2008
Citi May 2000 - October 2005
Education
Hult International Business School 2010 — 2011
MBA
The Catholic University of America
Bachelor of Arts (BA)
Allianz Life January 2013 - Present
Allianz Life August 2012 - February 2013
Allianz Life March 2011 - July 2012
Questar Capital October 2006 - February 2011
Allianz August 2005 - February 2011
Cardinal Health 2004 - 2005
Sequenom 2000 - 2004
Skills
Financial Analysis, Business Planning, Strategy, Management, Budgets, Finance, Retirement, Series 7, Insurance, Financial Reporting, Strategic Financial..., Business Development, Fixed Annuities, Strategic Planning, Product Development, Financial Services, Market Research, Customer Insight
Education
American University 1998 — 2000
M.A., International Economic Policy
University of Puget Sound 1994 — 1998
B.A., Economics
Huntington National Bank August 2010 - Present
TCF Bank 2006 - October 2010
Questar Capital 2001 - 2006
Skills
Banking, Financial Analysis
Education
Eastern Michigan University
MBA
Northwood University
BBA, Accounting
Well known Advisory Networks in USA 2014 - Present
Questar Capital March 2010 - December 2012
Prudential Financial August 2001 - December 2008
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Investment Advisory, Investments, Series 7, Fixed Annuities, Estate Planning, Financial Advisory, Asset Allocation, Investment Strategies, Portfolio Management, Securities
Education
DePaul University
Questar Capital October 2008 - Present
Florida Tax Advisory Group / Raymond James Financial Services. January 2004 - September 2008
Florida Central Financial Services/Raymond James Financial Services. June 1999 - December 2003
ICM 1997 - 2000
Education
Washington College 1994 — 1997
Bachelor of Science (BS), International Relations and Affairs
University of Buckingham 1992 — 1994
Wellington College, Crowthorne, Berkshire UK 1987 — 1992
aldro
Questar Capital November 2014 - Present
Skills
Insurance, Retirement Planning, Health Insurance, Fixed Annuities, Retirement, Asset Management, Series 7, Securities, Investments, Strategic Planning, 401k, Investment Advisory, Wealth Management, Mutual Funds, Term Life Insurance, Life Insurance, Financial Advisory, Long Term Care Insurance
Education
Rensselaer Polytechnic Institute
Chemical Engineering
Questar Capital September 2011 - Present
LPL Financial July 2002 - September 2011
Skills
Retirement Planning, Long Term Care Planning, Life Insurance, 401k, Disability Insurance, Investments, Retirement Plan..., Estate Transfer, UAW Retirement, TESPHE/SSIP, Buyouts, Roth IRA, 401k Rollovers, Beneficiary Reviews, Insurance Reviews, Pension Reviews, Financial Advisory, Retirement, Salaried Employee..., Asset Allocation, Gold, Silver, Bonds, Exchange Traded Funds, Tax Free Investing, Guaranteed Income, Certificate of Deposits, Mutual Funds, Stocks, Annuities
Education
University of Maryland University College 1982 — 1984
Questar Capital December 2014 - Present
Questar Capital 2009 - December 2014
Park Avenue Securities 2006 - 2009
Comprehensive Asset Management 2001 - 2006
GM Financial Group 1990 - 2006
Skills
Investments, Investment Advisory, Financial Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Series 7, Succession Planning, Fixed Annuities, Retirement, Wealth Management
Education
Lehigh University - College of Business and Economics 1974 — 1979
Bachelor of Science (BS), Finance and Financial Management Services
Lehigh University
Master of Business Administration (MBA), Finance
Questar Capital May 2011 - Present
Workman Securities Corp. May 2003 - April 2011
Education
St. Cloud State University 1999 — 2002
Bachelor of Arts (B.A.), Business Economics
Anoka Ramsey Community College 1997 — 1999
Associate of Arts (A.A.)