Questar Capital

Industry: Company

Description

Headquarters: 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

Employee
Years
Job
Industry
Charles Cha Charles Cha Monterey, California Details
Charles Cha's Questar Capital Experience September 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Carl McBean Carl McBean Hollywood, Florida Details
Carl McBean's Questar Capital Experience
Job Financial Services Professional at Questar Capital
Industry Financial Services
Experience
Questar Capital  

Skills
Adept at matching..., Term Asset Care &..., Public Speaking

Education
Howard University
Bachelor's Degree, Economics & Business Administration

Eric Ekman Eric Ekman Greater Minneapolis-St. Paul Area Details
Eric Ekman's Questar Capital Experience March 2014 - Present
Job Transition Specialist at Questar Capital
Industry Financial Services
Experience
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

Jessica Sand Peterson Jessica Sand Peterson Saint Paul, Minnesota Details
Jessica Sand Peterson's Questar Capital Experience August 2012 - Present
Job Operations Manager at Questar Capital
Industry Financial Services
Experience
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

Paul FISCHETTI Paul FISCHETTI Tampa/St. Petersburg, Florida Area Details
Paul FISCHETTI's Questar Capital Experience 2004 - 2008
Job Managing Director, Retail Services
Industry Real Estate
Experience
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

Katelyn Henderson Katelyn Henderson Torrance, California Details
Katelyn Henderson's Questar Capital Experience August 2012 - Present
Job Administrative Assistant
Industry Financial Services
Experience
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

Justin Golden Justin Golden Greater New York City Area Details
Justin Golden's Questar Capital Experience 2000 - 2002
Job Partner at Lake Hill Capital Management
Industry Financial Services
Experience
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

Bruce Scott Bruce Scott Lawrence, Kansas Area Details
Bruce Scott's Questar Capital Experience 2011 - 2013
Job
Industry Staffing and Recruiting
Experience
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

Anthony Ruzzi Anthony Ruzzi Stony Point, New York Details
Anthony Ruzzi's Questar Capital Experience June 2010 - August 2011
Job Student at St. John's School of Law
Industry Luxury Goods & Jewelry
Experience
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

Mikkia Duffin Mikkia Duffin Greater Detroit Area Details
Mikkia Duffin's Questar Capital Experience August 2005 - December 2006
Job Direct Care Worker at ARC Services of Macomb
Industry Hospital & Health Care
Experience
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

Andy Burns Andy Burns Greater Minneapolis-St. Paul Area Details
Andy Burns's Questar Capital Experience May 2010 - July 2010
Job Sales Consultant at Core Income Advisors
Industry Financial Services
Experience
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 Rick Carter, CLU, ChFC, MBA, Mediator San Antonio, Texas Details
Rick Carter, CLU, ChFC, MBA, Mediator's Questar Capital Experience October 2005 - January 2008
Job Insurance Agent: Life, Health, Long Term Care, Business Development Associate Pivotal Funding Group, Inc. 2103677909
Industry Financial Services
Experience
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

Susan Noey Burk Susan Noey Burk Saginaw, Michigan Area Details
Susan Noey Burk's Questar Capital Experience September 2000 - February 2003
Job Volunteer Information Desk at Naples Community Hospital (NCH)
Industry Writing and Editing
Experience
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

David T. Yu David T. Yu Greater New York City Area Details
David T. Yu's Questar Capital Experience 2008 - 2011
Job President & Wealth Advisor at DTY Wealth Planning Solutions
Industry Financial Services
Experience
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

Jonathan Heimarck Jonathan Heimarck Greater Minneapolis-St. Paul Area Details
Jonathan Heimarck's Questar Capital Experience June 2014 - Present
Job Compliance Officer at Questar Capital
Industry Financial Services
Experience
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

James Gregg James Gregg Wheeling, West Virginia Area Details
James Gregg's Questar Capital Experience August 2011 - June 2013
Job Senior Investment Advisor at Intouch Advisors, LLC
Industry Financial Services
Experience
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

Kent Salfi Kent Salfi Bangor, Maine Area Details
Kent Salfi's Questar Capital Experience September 2013 - Present
Job President KDS Capital
Industry Financial Services
Experience
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

Lesley Pinckard Lesley Pinckard Fort Worth, Texas Details
Lesley Pinckard's Questar Capital Experience April 2014 - Present
Job Financial Advisor, Securities offered through Questar Capital Corporation, Member FINRA, SIPC. Adviso
Industry Financial Services
Experience
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

Jay McClellan, CFP®, CEP® Jay McClellan, CFP®, CEP® Dayton, Ohio Area Details
Jay McClellan, CFP®, CEP®'s Questar Capital Experience 1998 - 2007
Job Owner, Asset Mgmt Systems, Inc.
Industry Investment Management
Experience
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

Jim Raine Jim Raine Greater Denver Area Details
Jim Raine's Questar Capital Experience 2000 - Present
Job Owner at Financial Foundations Insurance & Investment Services LLC
Industry Financial Services
Experience
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

Trent Ferguson Trent Ferguson Greater Salt Lake City Area Details
Trent Ferguson's Questar Capital Experience April 2004 - November 2008
Job Agency Owner at Allstate
Industry Insurance
Experience
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

Brad Malone Brad Malone Tampa/St. Petersburg, Florida Area Details
Brad Malone's Questar Capital Experience March 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
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

Bryan McMullen Bryan McMullen Greater Minneapolis-St. Paul Area Details
Bryan McMullen's Questar Capital Experience February 2011 - April 2015
Job ,
Industry Financial Services
Experience
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

Aysen Wothe Aysen Wothe Pequot Lakes, Minnesota Details
Aysen Wothe's Questar Capital Experience June 2009 - May 2011
Job IT Project Manager at MicroNet Inc. provider of ChamberMaster and MemberZone
Industry Financial Services
Experience
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

Kelly Hoover Kelly Hoover Greater Minneapolis-St. Paul Area Details
Kelly Hoover's Questar Capital Experience July 2009 - Present
Job Coordinator, Administrative Assistant & Brand Ambassador
Industry Financial Services
Experience
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

Ellen Neumann Ellen Neumann Greater Minneapolis-St. Paul Area Details
Ellen Neumann's Questar Capital Experience May 2015 - Present
Job Marketing & Events Manager at Questar Capital
Industry Marketing and Advertising
Experience
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

Fred Busler Fred Busler Greater New York City Area Details
Fred Busler's Questar Capital Experience October 2014 - Present
Job
Industry Financial Services
Experience
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

Jill Ferreira Jill Ferreira Phoenix, Arizona Area Details
Jill Ferreira's Questar Capital Experience 2007 - 2008
Job Seros Financial
Industry Financial Services
Experience
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

Rick Kowalick Rick Kowalick Washington D.C. Metro Area Details
Rick Kowalick's Questar Capital Experience May 2013 - Present
Job Investment Executive at Questar Capital; Dulles National Financial Services, DNFS, Owner.
Industry Financial Services
Experience
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

David Maslow, CFP® David Maslow, CFP® Columbia, South Carolina Details
David Maslow, CFP®'s Questar Capital Experience December 2010 - Present
Job Financial Advisor at Questar Capital Corporation
Industry Financial Services
Experience
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.)

Nicole (Skees) Woolson Nicole (Skees) Woolson Greater Detroit Area Details
Nicole (Skees) Woolson's Questar Capital Experience 1998 - 2006
Job at Concorde Investment Services
Industry Financial Services
Experience
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

Scott Surace Scott Surace Tampa/St. Petersburg, Florida Area Details
Scott Surace's Questar Capital Experience December 2004 - Present
Job
Industry Financial Services
Experience
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

Joe Saffrin Joe Saffrin Greater Minneapolis-St. Paul Area Details
Joe Saffrin's Questar Capital Experience April 2015 - Present
Job Investment Advisor Representative at Questar Capital
Industry Wholesale
Experience
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

Claude Maurice Ciola Claude Maurice Ciola Miami/Fort Lauderdale Area Details
Claude Maurice Ciola's Questar Capital Experience November 2012 - Present
Job Owner at Ciola & Associates Inc.
Industry Insurance
Experience
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

Christi Johnson Christi Johnson Cornelius, North Carolina Details
Christi Johnson's Questar Capital Experience April 2004 - March 2009
Job Financial Associate at AlphaStar Capital Management, LLC
Industry Financial Services
Experience
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

Reid Allen, CFP® Reid Allen, CFP® Sacramento, California Area Details
Reid Allen, CFP®'s Questar Capital Experience October 2012 - Present
Job Financial Advisor / Investment Advisory Representative at Questar Cap
Industry Financial Services
Experience
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

Eric Kuchherzki Eric Kuchherzki San Francisco Bay Area Details
Eric Kuchherzki's Questar Capital Experience March 2006 - Present
Job Registered Representitive
Industry Financial Services
Experience
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

Peder Hertsgaard, ChFC®, CRPC® Peder Hertsgaard, ChFC®, CRPC® Greater Minneapolis-St. Paul Area Details
Peder Hertsgaard, ChFC®, CRPC®'s Questar Capital Experience October 2012 - Present
Job Investment Executive at Questar Capital
Industry Financial Services
Experience
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

Stephanie Pomonis Stephanie Pomonis Greater Minneapolis-St. Paul Area Details
Stephanie Pomonis's Questar Capital Experience October 2009 - January 2010
Job Process Manager Government Programs at Prime Therapeutics
Industry Financial Services
Experience
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

Matthew Heilmer Matthew Heilmer Greater Minneapolis-St. Paul Area Details
Matthew Heilmer's Questar Capital Experience June 2004 - February 2006
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
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

Guy Greene Guy Greene Greater Minneapolis-St. Paul Area Details
Guy Greene's Questar Capital Experience 2008 - 2011
Job Tractor Trailer Operator at United States Postal Service
Industry Financial Services
Experience
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

Gregory A. Eaddy, MBA RFC Gregory A. Eaddy, MBA RFC Charlotte, North Carolina Area Details
Gregory A. Eaddy, MBA RFC's Questar Capital Experience December 2010 - Present
Job Investment Advisor Representative at Questar Capital
Industry Financial Services
Experience
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

Lena Lietz Lena Lietz Minneapolis, Minnesota Details
Lena Lietz's Questar Capital Experience September 2013 - October 2014
Job Business Analyst Ameriprise Financial
Industry Financial Services
Experience
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

Tiffany Payne Tiffany Payne Greater Minneapolis-St. Paul Area Details
Tiffany Payne's Questar Capital Experience September 2011 - Present
Job Senior Commissions Representative
Industry Insurance
Experience
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

Jane Hyland Jane Hyland Greater Minneapolis-St. Paul Area Details
Jane Hyland's Questar Capital Experience July 2013 - Present
Job Trade Desk Manager at Questar Capital
Industry Financial Services
Experience
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

Machenzie Wickre Machenzie Wickre Greater Minneapolis-St. Paul Area Details
Machenzie Wickre's Questar Capital Experience May 2008 - March 2015
Job Principal Marketing Analyst, Advanced Markets
Industry Financial Services
Experience
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 Fulgoni-Harmon Christine Fulgoni-Harmon Greater Los Angeles Area Details
Christine Fulgoni-Harmon's Questar Capital Experience 1996 - 2010
Job Financial Professional at
Industry Financial Services
Experience
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.

Christopher Skip Buchanan Christopher Skip Buchanan Palm Beach Gardens, Florida Details
Christopher Skip Buchanan's Questar Capital Experience September 2015 - Present
Job Questar Capital
Industry Financial Services
Experience
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

Lauren Gilbertson Lauren Gilbertson Greater Minneapolis-St. Paul Area Details
Lauren Gilbertson's Questar Capital Experience September 2012 - Present
Job Investment Operations Representative at Questar Capital
Industry Financial Services
Experience
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

Thomas Herber Thomas Herber San Francisco Bay Area Details
Thomas Herber's Questar Capital Experience May 2008 - April 2010
Job Financial Advisor at Wells Fargo
Industry Financial Services
Experience
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)

Emily Reitan Emily Reitan Greater Minneapolis-St. Paul Area Details
Emily Reitan's Questar Capital Experience October 2006 - February 2011
Job AVP, Strategy and Business Development at Allianz Life
Industry Financial Services
Experience
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

Rhonda Tudor Rhonda Tudor Columbus, Ohio Area Details
Rhonda Tudor's Questar Capital Experience 2001 - 2006
Job Vice President and Business Segment Controller Commercial at Huntington National Bank
Industry Banking
Experience
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

Choosri Lao Choosri Lao Greater Chicago Area Details
Choosri Lao's Questar Capital Experience March 2010 - December 2012
Job Financial Planner / Advisor at Cetera Advisor Networks LLC
Industry Financial Services
Experience
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

Tarek Richey Tarek Richey Saint Petersburg, Florida Details
Tarek Richey's Questar Capital Experience October 2008 - Present
Job Branch Manager. Questar Capital, LLC.
Industry Financial Services
Experience
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

Albert Cowell Albert Cowell Greater New York City Area Details
Albert Cowell's Questar Capital Experience November 2014 - Present
Job Investment Advisor Representative at Questar Capital
Industry Financial Services
Experience
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

John Manzella John Manzella Clarkston, Michigan Details
John Manzella's Questar Capital Experience September 2011 - Present
Job Financial Advisor at Questar Capital
Industry Financial Services
Experience
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

Peter Notaro Peter Notaro Nazareth, Pennsylvania Details
Peter Notaro's Questar Capital Experience December 2014 - Present
Job Investment Advisory Representative at Questar Capital
Industry Investment Management
Experience
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

Kelly Buda Kelly Buda Minneapolis, Minnesota Details
Kelly Buda's Questar Capital Experience May 2011 - Present
Job Field Supervision Manager at Questar Capital
Industry Financial Services
Experience
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.)

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