Questar Capital Corporation
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 1997 Parent organization: Yorktown Financial Companies Inc. Subsidiary: Questar Asset Management, Inc.
Questar Capital Corporation List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Questar Capital Corporation. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Questar Capital Corporation Employees
Employee
Years
Job
Industry
Benjamin Hanson Benjamin Hanson's Questar Capital Corporation Experience September 2014 - Present
Job Commissions Representative
Industry Financial Services
Experience
Questar Capital Corporation September 2014 - Present
Army National Guard March 2010 - Present
Thomson Reuters November 2012 - July 2013
Apple Inc. December 2007 - July 2013
Skills
Apple, Army, Microsoft Word, Keynote, Communication Skills, Intercultural..., Cross-functional Team..., Team Leadership, Public Speaking, iPod, Mac, Adobe Creative Suite, Crisis Management, iPhone, iWork, iOS, Military, Microsoft Office, Video Editing, iLife, PowerPoint, Advertising, Final Cut Pro, OS X, Teamwork, Social Media Marketing, Troubleshooting, Mac OS, Social Media, Graphic Design, iPad, Social Networking, Public Relations, Strategic Communications, Photography, Customer Service, Mac OS X, Leadership, Computer Hardware, Sales, Microsoft Excel, Facebook, Time Management, Windows, Technical Writing, Teaching, Critical Thinking, Adobe Acrobat, Leadership Development, Apple Aperture
Education
Concordia University-St. Paul 2011 — 2013
Communication, Journalism
Minnesota West Community and Technical College 2005 — 2007
Associates in Applied Science, Automotive Technology
Questar Capital Corporation September 2014 - Present
Army National Guard March 2010 - Present
Thomson Reuters November 2012 - July 2013
Apple Inc. December 2007 - July 2013
Skills
Apple, Army, Microsoft Word, Keynote, Communication Skills, Intercultural..., Cross-functional Team..., Team Leadership, Public Speaking, iPod, Mac, Adobe Creative Suite, Crisis Management, iPhone, iWork, iOS, Military, Microsoft Office, Video Editing, iLife, PowerPoint, Advertising, Final Cut Pro, OS X, Teamwork, Social Media Marketing, Troubleshooting, Mac OS, Social Media, Graphic Design, iPad, Social Networking, Public Relations, Strategic Communications, Photography, Customer Service, Mac OS X, Leadership, Computer Hardware, Sales, Microsoft Excel, Facebook, Time Management, Windows, Technical Writing, Teaching, Critical Thinking, Adobe Acrobat, Leadership Development, Apple Aperture
Education
Concordia University-St. Paul 2011 — 2013
Communication, Journalism
Minnesota West Community and Technical College 2005 — 2007
Associates in Applied Science, Automotive Technology
Cecil Dolberry, LUTCF Cecil Dolberry, LUTCF's Questar Capital Corporation Experience September 2014 - Present
Job President at Cornerstone Wealth Management
Industry Financial Services
Experience
Questar Capital Corporation September 2014 - Present
Cornerstone Wealth Management September 2014 - Present
Mutual of Omaha Investor Services, Inc December 2007 - September 2014
Bankers Life and Casualty Company June 2007 - December 2007
Party City May 2001 - June 2007
Skills
Investments, Wealth Accumulation, Wealth Transfer, Retirement, Retirement Savings, Retirement Benefits, Retirement Income..., IRAs, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance, Critical Illness
Education
Midwestern State University
Questar Capital Corporation September 2014 - Present
Cornerstone Wealth Management September 2014 - Present
Mutual of Omaha Investor Services, Inc December 2007 - September 2014
Bankers Life and Casualty Company June 2007 - December 2007
Party City May 2001 - June 2007
Skills
Investments, Wealth Accumulation, Wealth Transfer, Retirement, Retirement Savings, Retirement Benefits, Retirement Income..., IRAs, Fixed Annuities, Long Term Care Insurance, Life Insurance, Disability Insurance, Critical Illness
Education
Midwestern State University
Erin M. Selzer Erin M. Selzer's Questar Capital Corporation Experience August 2015 - Present
Job Marketing Communications Specialist
Industry Marketing and Advertising
Experience
Questar Capital Corporation August 2015 - Present
TN Marketing February 2013 - July 2015
Nash Finch Company September 2012 - December 2012
Northwestern Mutual June 2011 - August 2012
Britannia Development Company, Inc. November 2008 - June 2011
Education
University of Iowa 2004 — 2008
B.A
Wayzata High School
Questar Capital Corporation August 2015 - Present
TN Marketing February 2013 - July 2015
Nash Finch Company September 2012 - December 2012
Northwestern Mutual June 2011 - August 2012
Britannia Development Company, Inc. November 2008 - June 2011
Education
University of Iowa 2004 — 2008
B.A
Wayzata High School
Dirk Van Krevelen Dirk Van Krevelen's Questar Capital Corporation Experience May 2008 - April 2013
Job Senior Compliance Professional/Business Consultant
Industry Financial Services
Experience
Questar Capital Corporation May 2008 - April 2013
RBC Wealth Management December 2007 - May 2008
NOVON Consulting December 2006 - December 2007
MJSK December 2001 - December 2006
Skills
Series 24, Series 7, FINRA, Securities, Series 63, Mutual Funds, Fixed Annuities, Investments, Investment Advisory, Wealth Management, AML, Uniform Combined State..., IRAs, Risk Management, Series 65, Financial Services, Trading, Asset Management, Equities, Alternative Investments, Financial Risk, Bonds
Education
Gustavus Adolphus College 1978 — 1982
Bachelor of Arts (BA), Economics
Richfield High School
Questar Capital Corporation May 2008 - April 2013
RBC Wealth Management December 2007 - May 2008
NOVON Consulting December 2006 - December 2007
MJSK December 2001 - December 2006
Skills
Series 24, Series 7, FINRA, Securities, Series 63, Mutual Funds, Fixed Annuities, Investments, Investment Advisory, Wealth Management, AML, Uniform Combined State..., IRAs, Risk Management, Series 65, Financial Services, Trading, Asset Management, Equities, Alternative Investments, Financial Risk, Bonds
Education
Gustavus Adolphus College 1978 — 1982
Bachelor of Arts (BA), Economics
Richfield High School
Mitch Katchen Mitch Katchen's Questar Capital Corporation Experience October 2014 - Present
Job President Katchen Financial Group LLC
Industry Financial Services
Experience
Questar Capital Corporation October 2014 - Present
Katchen Financial Group Inc May 1995 - Present
Skills
Insurance, Fixed Annuities, Investments, Life Insurance, Small Business, Long-term Care, New Business Development, Portfolio Management, Underwriting, Finance, Term Life Insurance, Health Insurance, Universal Life, Business Strategy, Employee Benefits, Whole Life, Medicare, Long Term Care Insurance, Disability Insurance
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
BS, Business
Questar Capital Corporation October 2014 - Present
Katchen Financial Group Inc May 1995 - Present
Skills
Insurance, Fixed Annuities, Investments, Life Insurance, Small Business, Long-term Care, New Business Development, Portfolio Management, Underwriting, Finance, Term Life Insurance, Health Insurance, Universal Life, Business Strategy, Employee Benefits, Whole Life, Medicare, Long Term Care Insurance, Disability Insurance
Education
Rutgers, The State University of New Jersey-Newark 1983 — 1985
BS, Business
Holli Hall Vallade Holli Hall Vallade's Questar Capital Corporation Experience August 2003 - June 2008
Job Marketing Advisor at Warren Strategies
Industry Marketing and Advertising
Experience
Warren Strategies September 2013 - Present
Stark Marketing Strategies November 2012 - September 2013
Concorde Investment Services August 2010 - November 2012
NorthStar Financial Partners January 2010 - August 2010
Equitas America, LLC June 2009 - January 2010
Questar Capital Corporation August 2003 - June 2008
Skills
Customer Service, Marketing, Business Development, Strategic Planning, Small Business, Marketing Strategy, Budgets, Leadership, Social Media Marketing, Strategic Financial..., Strategy, Social Media, Marketing Communications, Email Marketing, Social Networking, Start-ups, Online Marketing, Management, Team Building, Public Speaking, Account Management, Public Relations, SEM, B2B, New Business Development, Entrepreneurship, Lead Generation, Strategic Partnerships, Online Advertising, Salesforce.com, Brand Development, Graphic Design, SEO, Copywriting, Newsletters, Event Planning, Corporate Branding, Digital Marketing, Integrated Marketing, Web Design, Web Content
Education
Cleary University 2001 — 2003
Bachelors
Grand Valley State University 1997 — 2000
Warren Strategies September 2013 - Present
Stark Marketing Strategies November 2012 - September 2013
Concorde Investment Services August 2010 - November 2012
NorthStar Financial Partners January 2010 - August 2010
Equitas America, LLC June 2009 - January 2010
Questar Capital Corporation August 2003 - June 2008
Skills
Customer Service, Marketing, Business Development, Strategic Planning, Small Business, Marketing Strategy, Budgets, Leadership, Social Media Marketing, Strategic Financial..., Strategy, Social Media, Marketing Communications, Email Marketing, Social Networking, Start-ups, Online Marketing, Management, Team Building, Public Speaking, Account Management, Public Relations, SEM, B2B, New Business Development, Entrepreneurship, Lead Generation, Strategic Partnerships, Online Advertising, Salesforce.com, Brand Development, Graphic Design, SEO, Copywriting, Newsletters, Event Planning, Corporate Branding, Digital Marketing, Integrated Marketing, Web Design, Web Content
Education
Cleary University 2001 — 2003
Bachelors
Grand Valley State University 1997 — 2000
Robert Kozlowski Robert Kozlowski's Questar Capital Corporation Experience 2004 - Present
Job Compliance Officer
Industry Investment Management
Experience
Questar Capital Corporation 2004 - Present
W. S. Griffith 2000 - 2004
W. S. Griffith 1993 - 2000
The Phoenix Companies 1986 - 1993
Education
University of Minnesota-Duluth
Bachelor of Science (BS), Mathematics
Questar Capital Corporation 2004 - Present
W. S. Griffith 2000 - 2004
W. S. Griffith 1993 - 2000
The Phoenix Companies 1986 - 1993
Education
University of Minnesota-Duluth
Bachelor of Science (BS), Mathematics
Victoria Brialmont Victoria Brialmont's Questar Capital Corporation Experience March 2002 - March 2007
Job Financial Advisor
Industry Financial Services
Experience
American Portfolios Financial Services March 2007 - Present
Questar Capital Corporation March 2002 - March 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management
Education
University of Miami
American Portfolios Financial Services March 2007 - Present
Questar Capital Corporation March 2002 - March 2007
Skills
Mutual Funds, Retirement Planning, Wealth Management
Education
University of Miami
Thomas V. Marino's Questar Capital Corporation Experience November 2012 - Present
Job Financial Advisor at Atrium Financial LLC
Industry Financial Services
Experience
Atrium Financial LLC January 2014 - Present
Questar Capital Corporation November 2012 - Present
Richland Township January 2007 - Present
AXA Advisors February 2006 - November 2012
Dell Financial Services May 2005 - January 2006
Hewlett-Packard Financial Services 1998 - 2005
DLL 1995 - 1998
Advanta 1992 - 1995
Skills
401k, Asset Management, Socially Responsible..., Investment Advisory, Securities, 401k Rollovers, Investments, IAR, Insurance, Executive Compensation, Retirement Income..., Retirement Planning, Annuities, Estate Planning, Financial Planning, Financial Advice, Strategic Financial..., Financial Planners, Term Life Insurance, Fixed Annuities, Uniform Combined State..., Retirement, Financial Advisory, Mutual Funds, Executive Pay, Leadership, Risk Management, Life Insurance, Financial Services, Series 63, Wealth Management, IRAs, Finance, Selling, Business Development, Long-term Care, Series 7, Series 6, Series 66, Employee Benefits, Asset Allocation, Investment Strategies, Portfolio Management, FINRA, Series 65, Wealth, Long Term Care Insurance, Wealth Management..., Investment Management, Disability Insurance
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science (BS)
Palmyra High School 1983 — 1985
Atrium Financial LLC January 2014 - Present
Questar Capital Corporation November 2012 - Present
Richland Township January 2007 - Present
AXA Advisors February 2006 - November 2012
Dell Financial Services May 2005 - January 2006
Hewlett-Packard Financial Services 1998 - 2005
DLL 1995 - 1998
Advanta 1992 - 1995
Skills
401k, Asset Management, Socially Responsible..., Investment Advisory, Securities, 401k Rollovers, Investments, IAR, Insurance, Executive Compensation, Retirement Income..., Retirement Planning, Annuities, Estate Planning, Financial Planning, Financial Advice, Strategic Financial..., Financial Planners, Term Life Insurance, Fixed Annuities, Uniform Combined State..., Retirement, Financial Advisory, Mutual Funds, Executive Pay, Leadership, Risk Management, Life Insurance, Financial Services, Series 63, Wealth Management, IRAs, Finance, Selling, Business Development, Long-term Care, Series 7, Series 6, Series 66, Employee Benefits, Asset Allocation, Investment Strategies, Portfolio Management, FINRA, Series 65, Wealth, Long Term Care Insurance, Wealth Management..., Investment Management, Disability Insurance
Education
Saint Joseph's University 1985 — 1989
Bachelor of Science (BS)
Palmyra High School 1983 — 1985
Richard Harvey Richard Harvey's Questar Capital Corporation Experience February 2003 - April 2007
Job AVP Advisor Recruiting
Industry Financial Services
Experience
LPL FINANCIAL April 2007 - Present
QUESTAR CAPITAL CORPORATION February 2003 - April 2007
BANC OF AMERICA INVESTMENT SERVICES May 2002 - February 2003
DLJ DIRECT June 1999 - December 2001
Skills
Investments, Recruiting, Business Development, Series 7, Financial Advisory, Competitive Analysis, Negotiation, Trading, Financial Services, Retirement Planning, Series 63, Relationship Management, Wealth Management, Mutual Funds, Training
Education
Appalachian State University 1995 — 1999
BSBA, Marketing; International Business
LPL FINANCIAL April 2007 - Present
QUESTAR CAPITAL CORPORATION February 2003 - April 2007
BANC OF AMERICA INVESTMENT SERVICES May 2002 - February 2003
DLJ DIRECT June 1999 - December 2001
Skills
Investments, Recruiting, Business Development, Series 7, Financial Advisory, Competitive Analysis, Negotiation, Trading, Financial Services, Retirement Planning, Series 63, Relationship Management, Wealth Management, Mutual Funds, Training
Education
Appalachian State University 1995 — 1999
BSBA, Marketing; International Business
Amy Halverson Amy Halverson's Questar Capital Corporation Experience November 2013 - Present
Job Director of Field Development at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation November 2013 - Present
Woodbury Financial Services January 2012 - November 2013
Woodbury Financial Services February 2008 - January 2012
The Hartford February 2007 - February 2008
Allianz Life August 2005 - February 2007
State Farm Agent January 2005 - July 2005
State Farm Insurance January 2002 - December 2004
Skills
Series 7, Series 24, Series 66, Series 63, Series 6, WI Life Insurance..., FINRA, Investments, Fixed Annuities, Broker-Dealer, Retirement Planning, Mutual Funds, Retirement, 401k, Strategic Financial..., Financial Services, Securities, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance
Bethel University 2009 — 2011
MBA
Questar Capital Corporation November 2013 - Present
Woodbury Financial Services January 2012 - November 2013
Woodbury Financial Services February 2008 - January 2012
The Hartford February 2007 - February 2008
Allianz Life August 2005 - February 2007
State Farm Agent January 2005 - July 2005
State Farm Insurance January 2002 - December 2004
Skills
Series 7, Series 24, Series 66, Series 63, Series 6, WI Life Insurance..., FINRA, Investments, Fixed Annuities, Broker-Dealer, Retirement Planning, Mutual Funds, Retirement, 401k, Strategic Financial..., Financial Services, Securities, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance
Bethel University 2009 — 2011
MBA
Norma Meyer Norma Meyer's Questar Capital Corporation Experience 2001 - 2006
Job Receptionist
Industry Market Research
Experience
CFI Group 2007 - 2014
Questar Capital Corporation 2001 - 2006
Education
Eastern Michigan University
BS, BA, English, History, French
CFI Group 2007 - 2014
Questar Capital Corporation 2001 - 2006
Education
Eastern Michigan University
BS, BA, English, History, French
Kathe S. Wilson, AAMS®, AWMA® Kathe S. Wilson, AAMS®, AWMA®'s Questar Capital Corporation Experience July 2013 - Present
Job Financial Advisor at Fortera Capital Management
Industry Financial Services
Experience
Questar Capital Corporation July 2013 - Present
Fortera Capital Management July 2013 - Present
Edward Jones February 2008 - June 2013
Truckee Train & Toy 1995 - 2003
ROLM 1984 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Finance, IRAs, 401k Rollovers, 401k, 529 Plans, Long Term Care Insurance
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business with concentration in MIS
University of Maryland, European Division 1979 — 1983
Associate's degree, Business, German
Ukiah High School
Questar Capital Corporation July 2013 - Present
Fortera Capital Management July 2013 - Present
Edward Jones February 2008 - June 2013
Truckee Train & Toy 1995 - 2003
ROLM 1984 - 1994
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Asset Allocation, Financial Advisory, Investment Strategies, Estate Planning, Portfolio Management, Finance, IRAs, 401k Rollovers, 401k, 529 Plans, Long Term Care Insurance
Education
State University of New York at Albany
Bachelor of Science (B.S.), Business with concentration in MIS
University of Maryland, European Division 1979 — 1983
Associate's degree, Business, German
Ukiah High School
Rich Bevelhimer, CPA, MBA's Questar Capital Corporation Experience November 2004 - May 2009
Job Broker at Western Group Insurance
Industry Insurance
Experience
Western Group, Insurance August 2004 - Present
Touchstone Business Advisors September 2009 - July 2013
Questar Capital Corporation November 2004 - May 2009
Allstate Financial October 2000 - October 2003
Conseco January 1989 - September 2000
Golden Rule Insurance 1986 - 1989
Skills
Real Estate, Financial Analysis, Personal Injury, Finance, Litigation, Investments, Marketing, Sales, Securities, Strategic Financial..., Insurance, Mergers & Acquisitions, Due Diligence, Small Business, Asset Management, Estate Planning, Real Estate Transactions, Commercial Real Estate, Venture Capital, Contract Negotiation, Risk Management, Funding, Financial Services, Investment Properties
Education
Butler University 1990 — 1994
MBA, Finance
Ball State University 1981 — 1985
B.S., Accounting
Western Group, Insurance August 2004 - Present
Touchstone Business Advisors September 2009 - July 2013
Questar Capital Corporation November 2004 - May 2009
Allstate Financial October 2000 - October 2003
Conseco January 1989 - September 2000
Golden Rule Insurance 1986 - 1989
Skills
Real Estate, Financial Analysis, Personal Injury, Finance, Litigation, Investments, Marketing, Sales, Securities, Strategic Financial..., Insurance, Mergers & Acquisitions, Due Diligence, Small Business, Asset Management, Estate Planning, Real Estate Transactions, Commercial Real Estate, Venture Capital, Contract Negotiation, Risk Management, Funding, Financial Services, Investment Properties
Education
Butler University 1990 — 1994
MBA, Finance
Ball State University 1981 — 1985
B.S., Accounting
George M. Barberich, CLU, ChFC, AEP, CASL George M. Barberich, CLU, ChFC, AEP, CASL's Questar Capital Corporation Experience October 1995 - Present
Job Investment Adviser Representative & Accredited Estate Planner at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation Member SIPC, FINRA October 2009 - Present
Questar Capital Corporation October 1995 - Present
Alternate Fuels, Inc. & Utermoehlen Trucking, Inc. June 1978 - October 1995
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Retirement, Investments, Strategic Financial..., Life Insurance, IRAs, Securities, Small Business, Sales, Marketing
Education
The American College 2001 — 2006
Professional Designations, Estate Planning, Life Insurance, & Financial Services
Pittsburg State University 1974 — 1978
BS Finance, BS Economics, Finance & Economics
Questar Capital Corporation Member SIPC, FINRA October 2009 - Present
Questar Capital Corporation October 1995 - Present
Alternate Fuels, Inc. & Utermoehlen Trucking, Inc. June 1978 - October 1995
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Retirement, Investments, Strategic Financial..., Life Insurance, IRAs, Securities, Small Business, Sales, Marketing
Education
The American College 2001 — 2006
Professional Designations, Estate Planning, Life Insurance, & Financial Services
Pittsburg State University 1974 — 1978
BS Finance, BS Economics, Finance & Economics
Jared Taggart, MBA Jared Taggart, MBA's Questar Capital Corporation Experience May 2015 - Present
Job Business Development Technology Manager at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation May 2015 - Present
Allianz Life June 2013 - April 2015
Ameriprise Financial Services, Inc. November 2011 - June 2013
Jared Taggart Consulting February 2009 - November 2011
SELECT COMMUNICATIONS August 2005 - February 2009
Go Wireless, LLC July 2004 - August 2005
Liberty National Mortgage November 2002 - June 2004
Verizon Wireless January 1997 - February 2002
Skills
Leadership, Mortgage Lending, Retirement, Marketing, Finance, Team Building, Time Management, Financial Advisory, Sales Management, Strategic Financial..., Financial Services, Account Management, CRM, Fixed Annuities, Direct Sales, Business Development, Consulting, Financial Analysis, Financial Planning, Management, Insurance, Project Management, Process Improvement, Series 7, Microsoft Office, Customer Service, Retirement Planning, Team Leadership, Strategic Planning, Sales, Investments, Salesforce.com
Education
University of St. Thomas 2011 — 2015
Master of Business Administration (MBA), Concentration in Technology
Bethel University 2002 — 2007
BA, Business
Eagle Valley High School
Questar Capital Corporation May 2015 - Present
Allianz Life June 2013 - April 2015
Ameriprise Financial Services, Inc. November 2011 - June 2013
Jared Taggart Consulting February 2009 - November 2011
SELECT COMMUNICATIONS August 2005 - February 2009
Go Wireless, LLC July 2004 - August 2005
Liberty National Mortgage November 2002 - June 2004
Verizon Wireless January 1997 - February 2002
Skills
Leadership, Mortgage Lending, Retirement, Marketing, Finance, Team Building, Time Management, Financial Advisory, Sales Management, Strategic Financial..., Financial Services, Account Management, CRM, Fixed Annuities, Direct Sales, Business Development, Consulting, Financial Analysis, Financial Planning, Management, Insurance, Project Management, Process Improvement, Series 7, Microsoft Office, Customer Service, Retirement Planning, Team Leadership, Strategic Planning, Sales, Investments, Salesforce.com
Education
University of St. Thomas 2011 — 2015
Master of Business Administration (MBA), Concentration in Technology
Bethel University 2002 — 2007
BA, Business
Eagle Valley High School
Aimee Hulsing Aimee Hulsing's Questar Capital Corporation Experience November 2011 - Present
Job Chief Technology/Process Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation November 2011 - Present
Allianz July 2010 - November 2011
Allianz June 2008 - July 2010
Skills
Insurance, Business Analysis, E-commerce, Process Improvement, Business Development, Risk Management, Change Management, Portfolio Management, Underwriting, Banking, Financial Risk, Financial Analysis, Series 7, Series 24, Team Leadership, Data Analysis, IT Strategy, Vendor Management, Series 6, Financial Services, Business Process..., Employee Learning &...
Education
University of Minnesota-Twin Cities 1994 — 1998
Science, Business, Mortuary
Questar Capital Corporation November 2011 - Present
Allianz July 2010 - November 2011
Allianz June 2008 - July 2010
Skills
Insurance, Business Analysis, E-commerce, Process Improvement, Business Development, Risk Management, Change Management, Portfolio Management, Underwriting, Banking, Financial Risk, Financial Analysis, Series 7, Series 24, Team Leadership, Data Analysis, IT Strategy, Vendor Management, Series 6, Financial Services, Business Process..., Employee Learning &...
Education
University of Minnesota-Twin Cities 1994 — 1998
Science, Business, Mortuary
Jen Derner's Questar Capital Corporation Experience April 2011 - October 2011
Job Clinical Mental Health Counseling Graduate Student
Industry Mental Health Care
Experience
Questar Capital Corporation April 2011 - October 2011
Skills
Customer Service, Mental Health Care, Graduate Level, Word Processing, Microsoft Office
Education
Walden University 2013 — 2016
Master’s Degree, Clinical Mental Health Counseling, 3.87
St. Cloud State University 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Questar Capital Corporation April 2011 - October 2011
Skills
Customer Service, Mental Health Care, Graduate Level, Word Processing, Microsoft Office
Education
Walden University 2013 — 2016
Master’s Degree, Clinical Mental Health Counseling, 3.87
St. Cloud State University 2000 — 2005
Bachelor of Science (B.S.), Finance, General
Thad Ingersoll, CIMA® Thad Ingersoll, CIMA®'s Questar Capital Corporation Experience April 2005 - Present
Job Chief Compliance Officer at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation April 2005 - Present
Skills
Investments
Education
University of St. Thomas 2004 — 2007
Master of Business Administration (MBA), Finance
Ohio Wesleyan University 1989 — 1993
Bachelor of Arts (B.A.), English
Questar Capital Corporation April 2005 - Present
Skills
Investments
Education
University of St. Thomas 2004 — 2007
Master of Business Administration (MBA), Finance
Ohio Wesleyan University 1989 — 1993
Bachelor of Arts (B.A.), English
Steven Q. Lindgren CRPC® Steven Q. Lindgren CRPC®'s Questar Capital Corporation Experience September 2013 - Present
Job Sales Director at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation September 2013 - Present
Northland Securities January 2012 - September 2013
Sanford C. Bernstein, a subsidiary of Alliance Bernstein June 2008 - May 2011
United States Department of the Treasury: Office of the Comptroller of the Currency January 2007 - June 2008
Skills
Equities, Financial Modeling, Investments, Series 7, Series 63, Trading, Options, Capital Markets, FINRA, Banking, Valuation, Sell Side, Sales Management, Salesforce.com, Additive Manufacturing, 3D Printing, Securities, Asset Management, Excel, Qualitative Research, Series 87, Series 86, Business Appraisals, Sales Operations, Business Valuation, Equity Valuation, Retirement Planning, Fixed Annuities, Variable Annuities, Alternative Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2006
Bachelor of Science, Finance
Macquarie University, Sydney Australia 2005 — 2005
Global Economics, Global Political Issues
Questar Capital Corporation September 2013 - Present
Northland Securities January 2012 - September 2013
Sanford C. Bernstein, a subsidiary of Alliance Bernstein June 2008 - May 2011
United States Department of the Treasury: Office of the Comptroller of the Currency January 2007 - June 2008
Skills
Equities, Financial Modeling, Investments, Series 7, Series 63, Trading, Options, Capital Markets, FINRA, Banking, Valuation, Sell Side, Sales Management, Salesforce.com, Additive Manufacturing, 3D Printing, Securities, Asset Management, Excel, Qualitative Research, Series 87, Series 86, Business Appraisals, Sales Operations, Business Valuation, Equity Valuation, Retirement Planning, Fixed Annuities, Variable Annuities, Alternative Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2006
Bachelor of Science, Finance
Macquarie University, Sydney Australia 2005 — 2005
Global Economics, Global Political Issues
Amber Ogle Amber Ogle's Questar Capital Corporation Experience June 2015 - Present
Job Business Process Analyst at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation June 2015 - Present
Questar Capital Corporation February 2013 - June 2015
Questar Capital Corporation February 2010 - February 2013
Questar Capital Corporation May 2008 - February 2010
Allianz Life April 2007 - April 2008
Skills
Ability to lead without..., Working knowledge of..., Flexibility in training..., Strong follow through, Prioritization and..., Collaboration and..., Process analysis, Sales, Customer Service, Management
Education
Metropolitan State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Minnesota State University, Moorhead 2003 — 2006
Associate of Arts (A.A.)
Questar Capital Corporation June 2015 - Present
Questar Capital Corporation February 2013 - June 2015
Questar Capital Corporation February 2010 - February 2013
Questar Capital Corporation May 2008 - February 2010
Allianz Life April 2007 - April 2008
Skills
Ability to lead without..., Working knowledge of..., Flexibility in training..., Strong follow through, Prioritization and..., Collaboration and..., Process analysis, Sales, Customer Service, Management
Education
Metropolitan State University 2007 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Minnesota State University, Moorhead 2003 — 2006
Associate of Arts (A.A.)
Nicholas Anastasakis Nicholas Anastasakis's Questar Capital Corporation Experience February 2004 - July 2007
Job Portfolio Manager, Investment Advisor, Small Business Owner, SVP, CCO
Industry Investment Management
Experience
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Questar Capital Corporation February 2004 - July 2007
Morgan Stanley June 2002 - June 2003
Skills
401k Rollovers, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Series 7, ETFs, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Trading, IRAs, Fixed Annuities, Finance, Securities, Management, Retirement Planning, Technical Analysis, Stocks, Money Management, Separately Managed..., Unified Managed Accounts, Small Business, Dividends, Asset Management, Financial Planning, Financial Services, Financial Advisory, Series 63, 401k, Equities, Financial Analysis, Retirement, Wealth, Fixed Income, Estate Planning, Risk Management
Education
Kent State University 1998 — 2002
Bachelor of Business Administration, Finance, Marketing
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Cornerstone Asset Management Services, Inc. January 2006 - Present
Questar Capital Corporation February 2004 - July 2007
Morgan Stanley June 2002 - June 2003
Skills
401k Rollovers, Mutual Funds, Investments, Asset Allocation, Portfolio Management, Series 7, ETFs, Investment Strategies, Alternative Investments, Investment Advisory, Wealth Management, Trading, IRAs, Fixed Annuities, Finance, Securities, Management, Retirement Planning, Technical Analysis, Stocks, Money Management, Separately Managed..., Unified Managed Accounts, Small Business, Dividends, Asset Management, Financial Planning, Financial Services, Financial Advisory, Series 63, 401k, Equities, Financial Analysis, Retirement, Wealth, Fixed Income, Estate Planning, Risk Management
Education
Kent State University 1998 — 2002
Bachelor of Business Administration, Finance, Marketing
Dan Retzlaff Dan Retzlaff's Questar Capital Corporation Experience March 2015 - Present
Job Financial Services Professional at RETZLAFF FINANCIAL GROUP, LLC
Industry Financial Services
Experience
Questar Capital Corporation March 2015 - Present
RETZLAFF FINANCIAL GROUP, LLC July 2014 - Present
New York Life & NYLife Securities February 2012 - July 2014
Education
University of Sioux Falls 1990 — 1991
Business Law
Interstate Business College 1988 — 1990
Associates, Business
Concordia College 1987 — 1988
Liberal Arts
Moorhead Sr. High 1983 — 1987
General
Questar Capital Corporation March 2015 - Present
RETZLAFF FINANCIAL GROUP, LLC July 2014 - Present
New York Life & NYLife Securities February 2012 - July 2014
Education
University of Sioux Falls 1990 — 1991
Business Law
Interstate Business College 1988 — 1990
Associates, Business
Concordia College 1987 — 1988
Liberal Arts
Moorhead Sr. High 1983 — 1987
General
Matt Dian Matt Dian's Questar Capital Corporation Experience February 2015 - Present
Job
Industry Financial Services
Experience
Questar Capital Corporation February 2015 - Present
Questar Capital Corporation April 2014 - Present
Woodbury Financial Services, Inc. April 2013 - April 2014
Woodbury Financial Services, Inc. 2010 - April 2013
Woodbury Financial Services, Inc. 2008 - 2010
Woodbury Financial Services, Inc. 2006 - 2008
Woodbury Financial Services, Inc. 2004 - 2006
Hartford Insurance/Fortis Investors 2000 - 2004
Fortis Investors 1991 - 2000
Skills
Securities, Series 7, FINRA, Investments, Series 63, Insurance, Trading, Financial Advisory, Management, Training, AML, Mutual Funds, Series 24, Retirement Planning, Fixed Annuities, Retirement, Wealth Management
Education
Wharton Business School 2010 — 2011
FINRA CRCP
Saint Mary's University of Minnesota 2004 — 2006
Bachelor of Science (B.S.)
white bear lake
Questar Capital Corporation February 2015 - Present
Questar Capital Corporation April 2014 - Present
Woodbury Financial Services, Inc. April 2013 - April 2014
Woodbury Financial Services, Inc. 2010 - April 2013
Woodbury Financial Services, Inc. 2008 - 2010
Woodbury Financial Services, Inc. 2006 - 2008
Woodbury Financial Services, Inc. 2004 - 2006
Hartford Insurance/Fortis Investors 2000 - 2004
Fortis Investors 1991 - 2000
Skills
Securities, Series 7, FINRA, Investments, Series 63, Insurance, Trading, Financial Advisory, Management, Training, AML, Mutual Funds, Series 24, Retirement Planning, Fixed Annuities, Retirement, Wealth Management
Education
Wharton Business School 2010 — 2011
FINRA CRCP
Saint Mary's University of Minnesota 2004 — 2006
Bachelor of Science (B.S.)
white bear lake
Kevin Sheehy's Questar Capital Corporation Experience May 2008 - October 2010
Job Regional Compliance Officer at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital / Allianz Life October 2010 - Present
Questar Capital Corporation May 2008 - October 2010
Questar Capital Corporation November 2007 - May 2008
Ameriprise Financial Services, Inc. January 2006 - November 2007
American Express Financial Advisors / Ameriprise Financial June 1997 - January 2006
Skills
Compliance, Series 7, Series 24
Education
Gustavus Adolphus College 1992 — 1996
B.A., Social Studies Education (B.A.) Political Science (B.A.)
Wayzata High School
Questar Capital / Allianz Life October 2010 - Present
Questar Capital Corporation May 2008 - October 2010
Questar Capital Corporation November 2007 - May 2008
Ameriprise Financial Services, Inc. January 2006 - November 2007
American Express Financial Advisors / Ameriprise Financial June 1997 - January 2006
Skills
Compliance, Series 7, Series 24
Education
Gustavus Adolphus College 1992 — 1996
B.A., Social Studies Education (B.A.) Political Science (B.A.)
Wayzata High School
Mike Wickre's Questar Capital Corporation Experience May 2008 - October 2009
Job Due Diligence Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2012
Questar Capital Corporation May 2008 - October 2009
Questar Capital Corporation October 2007 - May 2008
Questar Capital Corporation March 2006 - October 2007
Ameriprise Financial Services, Inc. August 2004 - March 2006
Ameriprise Financial Services, Inc. May 2000 - August 2004
Education
Minnesota State University, Mankato 1991 — 1995
BS, Business Administration (Management)
Ameriprise Financial Services, Inc. August 2012 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2012
Questar Capital Corporation May 2008 - October 2009
Questar Capital Corporation October 2007 - May 2008
Questar Capital Corporation March 2006 - October 2007
Ameriprise Financial Services, Inc. August 2004 - March 2006
Ameriprise Financial Services, Inc. May 2000 - August 2004
Education
Minnesota State University, Mankato 1991 — 1995
BS, Business Administration (Management)
Brian Sensibaugh's Questar Capital Corporation Experience September 2000 - Present
Job Investment Executive at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation September 2000 - Present
Ameriprise Financial Services, Inc. March 2000 - August 2000
Skills
Financial Analysis, Retirement Planning, Investments, Investment Advisory, Securities, Series 7, Series 63, Strategic Financial..., Mutual Funds, Wealth Management, Microsoft Excel, Financial Services, FINRA, Risk Management, Process Improvement, Business Analysis
Education
Minnesota State University, Mankato 1995 — 1999
Corporate Finance Major and minors in Business Administration and Accounting., Finance, General
Questar Capital Corporation September 2000 - Present
Ameriprise Financial Services, Inc. March 2000 - August 2000
Skills
Financial Analysis, Retirement Planning, Investments, Investment Advisory, Securities, Series 7, Series 63, Strategic Financial..., Mutual Funds, Wealth Management, Microsoft Excel, Financial Services, FINRA, Risk Management, Process Improvement, Business Analysis
Education
Minnesota State University, Mankato 1995 — 1999
Corporate Finance Major and minors in Business Administration and Accounting., Finance, General
Roy Popkin's Questar Capital Corporation Experience November 2014 - Present
Job Wealth Advisor at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation November 2014 - Present
Palian Financial Services, LLC May 2009 - Present
Wachovia Securities, LLC May 2004 - May 2009
A.G. Edwards and Sons May 1999 - May 2004
Skills
Alternative Investments, Asset Managment, Estate Planning, Retirement, Asset Management, Investments, Insurance, Annuities, Finance, Risk Management
Education
C.W. Post Long Island University 1971 — 1975
BS, Marketing/Management
Questar Capital Corporation November 2014 - Present
Palian Financial Services, LLC May 2009 - Present
Wachovia Securities, LLC May 2004 - May 2009
A.G. Edwards and Sons May 1999 - May 2004
Skills
Alternative Investments, Asset Managment, Estate Planning, Retirement, Asset Management, Investments, Insurance, Annuities, Finance, Risk Management
Education
C.W. Post Long Island University 1971 — 1975
BS, Marketing/Management
David Motto's Questar Capital Corporation Experience October 2003 - October 2006
Job Former Software Specialist II at CP Federal Credit Union
Industry Financial Services
Experience
ASK October 2013 - November 2013
CP Federal Credit Union October 2006 - February 2010
Questar Capital Corporation October 2003 - October 2006
Jacobson Stores 1977 - 2002
Jackson Community College 1975 - 1977
Skills
Agile Methodologies, Microsoft Excel, Troubleshooting, .NET, Microsoft Office, Project Management, Management, SharePoint, Disaster Recovery, Business Analysis, Access, Process Improvement, Software Documentation, Requirements Analysis, Windows Server, SQL, Databases, Microsoft SQL Server, Testing
Education
Baker College of Jackson 2012 — 2013
Associate of Applied Science, Cyber Security, 4.0
Jackson Community College 1975 — 1977
Associate's degree, Accounting
ASK October 2013 - November 2013
CP Federal Credit Union October 2006 - February 2010
Questar Capital Corporation October 2003 - October 2006
Jacobson Stores 1977 - 2002
Jackson Community College 1975 - 1977
Skills
Agile Methodologies, Microsoft Excel, Troubleshooting, .NET, Microsoft Office, Project Management, Management, SharePoint, Disaster Recovery, Business Analysis, Access, Process Improvement, Software Documentation, Requirements Analysis, Windows Server, SQL, Databases, Microsoft SQL Server, Testing
Education
Baker College of Jackson 2012 — 2013
Associate of Applied Science, Cyber Security, 4.0
Jackson Community College 1975 — 1977
Associate's degree, Accounting
Guy Greene's Questar Capital Corporation Experience April 2008 - January 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
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
Annie Funke-Thompson's Questar Capital Corporation Experience December 2006 - September 2008
Job Branch Manager at American Financial Marketing
Industry Financial Services
Experience
American Financial Marketing September 2008 - Present
Questar Capital Corporation December 2006 - September 2008
Allianz Life 1999 - 2008
USAllianz Securities January 2005 - December 2006
Allianz Life Insurance 2002 - 2005
Education
St. Cloud State University 1983 — 1988
BS, Financie / Economics
American Financial Marketing September 2008 - Present
Questar Capital Corporation December 2006 - September 2008
Allianz Life 1999 - 2008
USAllianz Securities January 2005 - December 2006
Allianz Life Insurance 2002 - 2005
Education
St. Cloud State University 1983 — 1988
BS, Financie / Economics
Nate Schipper's Questar Capital Corporation Experience June 2015 - Present
Job Suitability Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation June 2015 - Present
AIG September 2014 - May 2015
Ameriprise Financial November 2010 - August 2014
Wells Fargo Investments December 2009 - October 2010
Allianz Life November 2008 - July 2009
Hartford Life January 2008 - August 2008
Deluxe Corporation January 2006 - December 2007
Skills
Financial Services, Series 24, Series 7, Series 66, Investments, Risk Management, Enterprise Risk..., Insurance, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Securities, FINRA, Problem Solving, Research Information, Customer Service
Education
Florida State University 2013 — 2015
Master's of Science in Management, Risk Management & Insurance
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), MBA
University of Phoenix 2005 — 2009
B.S., Finance and Business Management
Questar Capital Corporation June 2015 - Present
AIG September 2014 - May 2015
Ameriprise Financial November 2010 - August 2014
Wells Fargo Investments December 2009 - October 2010
Allianz Life November 2008 - July 2009
Hartford Life January 2008 - August 2008
Deluxe Corporation January 2006 - December 2007
Skills
Financial Services, Series 24, Series 7, Series 66, Investments, Risk Management, Enterprise Risk..., Insurance, Mutual Funds, Equity Indexed Annuities, Variable Annuities, Securities, FINRA, Problem Solving, Research Information, Customer Service
Education
Florida State University 2013 — 2015
Master's of Science in Management, Risk Management & Insurance
University of Wisconsin-Whitewater
Master of Business Administration (M.B.A.), MBA
University of Phoenix 2005 — 2009
B.S., Finance and Business Management
James A Watts, CFP®'s Questar Capital Corporation Experience July 2004 - April 2010
Job Independent Retirement Advisor
Industry Financial Services
Experience
INVESTAX Retirement Services May 2010 - Present
Watts & Associates LLC July 2004 - Present
Questar Capital Corporation July 2004 - April 2010
Senior Financial Services May 1994 - June 2004
Skills
Strategic Financial..., Wealth Strategies, Retirement Income..., Long Term Care Insurance, Estate Planning, Qualified Retirement..., Fixed Annuities, Life Insurance, Wealth Management..., Retirement Planning, Term Life Insurance, Financial Planning, Retirement, Health Insurance, Disability Insurance, Long-term Care, IRAs, Small Business, 401k, Whole Life, Universal Life, Pensions
Education
College for Financial Planning 1998 — 2000
Board of Standards CERTIFIED FINANCIAL PLANNER CERTIFICANT, CFP Professional Education & Development
William Rainey Harper College 1988 — 1990
Associate of Arts and Sciences (AAS), F.S. Management
INVESTAX Retirement Services May 2010 - Present
Watts & Associates LLC July 2004 - Present
Questar Capital Corporation July 2004 - April 2010
Senior Financial Services May 1994 - June 2004
Skills
Strategic Financial..., Wealth Strategies, Retirement Income..., Long Term Care Insurance, Estate Planning, Qualified Retirement..., Fixed Annuities, Life Insurance, Wealth Management..., Retirement Planning, Term Life Insurance, Financial Planning, Retirement, Health Insurance, Disability Insurance, Long-term Care, IRAs, Small Business, 401k, Whole Life, Universal Life, Pensions
Education
College for Financial Planning 1998 — 2000
Board of Standards CERTIFIED FINANCIAL PLANNER CERTIFICANT, CFP Professional Education & Development
William Rainey Harper College 1988 — 1990
Associate of Arts and Sciences (AAS), F.S. Management
K Herpak's Questar Capital Corporation Experience August 2009 - Present
Job Designated Supervisory Principal at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation August 2009 - Present
Nationwide Insurance November 2001 - August 2008
Education
Duquesne University School of Law 1984 — 1988
JD, Law
Duquesne University 1976 — 1977
MA, Psychology
Questar Capital Corporation August 2009 - Present
Nationwide Insurance November 2001 - August 2008
Education
Duquesne University School of Law 1984 — 1988
JD, Law
Duquesne University 1976 — 1977
MA, Psychology
Marshall Heitzman, CFP®, CPCU, ChFC, FLMI's Questar Capital Corporation Experience August 2015 - Present
Job RIA Compliance Director at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Dawn Strachan, CDFA™'s Questar Capital Corporation Experience September 2014 - Present
Job Financial Planner helping individuals and families achieve their financial goals.
Industry Financial Services
Experience
Financial Planning Group 2001 - Present
Questar Capital Corporation September 2014 - Present
Financial Planning Group January 2001 - Present
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement, Pensions, Retirement Planning, Finance, Financial Advisory, Financial Planners, Investment Advisory, Mediation, High Net Worth..., Wealth, Wealth Accumulation, Personal Finance, Financial Services, Investments, Investment Strategies, Options, Wealth Management..., Risk Management, Separation, Asset Allocation, Certified Divorce..., Small Business, Portfolio Management, Saving for Education, Income Protection, Financial Analysis, Personal Financial..., Cash Flow, IRAs
Education
California State University-Long Beach 1986 — 1989
B.S., Finance and Accounting
College for Financial Planning 2002 — 2003
Financial Planning
University of California, Irvine 2000 — 2001
Financial Planning
Financial Planning Group 2001 - Present
Questar Capital Corporation September 2014 - Present
Financial Planning Group January 2001 - Present
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement, Pensions, Retirement Planning, Finance, Financial Advisory, Financial Planners, Investment Advisory, Mediation, High Net Worth..., Wealth, Wealth Accumulation, Personal Finance, Financial Services, Investments, Investment Strategies, Options, Wealth Management..., Risk Management, Separation, Asset Allocation, Certified Divorce..., Small Business, Portfolio Management, Saving for Education, Income Protection, Financial Analysis, Personal Financial..., Cash Flow, IRAs
Education
California State University-Long Beach 1986 — 1989
B.S., Finance and Accounting
College for Financial Planning 2002 — 2003
Financial Planning
University of California, Irvine 2000 — 2001
Financial Planning
Matthew W. Corbishley CLU ChFC's Questar Capital Corporation Experience January 2013 - Present
Job Registered Investment Advisor at Questar Capital Corporation
Industry Investment Management
Experience
QUESTAR CAPITAL CORPORATION January 2013 - Present
MASS MUTUAL FINANCIAL GROUP May 1982 - January 2013
LIFE UNDERWRITERS TRAINING COUNCIL January 1991 - December 1996
PROVIDENCE COLLEGE 1992 - 1993
Skills
Financial Services, Asset Management, 401(k) and Pensions, Strategic Financial..., Group Benefit Analysis..., Equity Indexed Annuities, Variable Annuities, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Retirement
Education
University of RI 1978 — 1982
BS Business Administration, Insurance/Finance
The American College 2003 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Asset Management, Insurance, Real Estate
QUESTAR CAPITAL CORPORATION January 2013 - Present
MASS MUTUAL FINANCIAL GROUP May 1982 - January 2013
LIFE UNDERWRITERS TRAINING COUNCIL January 1991 - December 1996
PROVIDENCE COLLEGE 1992 - 1993
Skills
Financial Services, Asset Management, 401(k) and Pensions, Strategic Financial..., Group Benefit Analysis..., Equity Indexed Annuities, Variable Annuities, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Life Insurance, Retirement
Education
University of RI 1978 — 1982
BS Business Administration, Insurance/Finance
The American College 2003 — 2012
Chartered Life Underwriter, Chartered Financial Consultant, Asset Management, Insurance, Real Estate
James (Jamie) Keeley's Questar Capital Corporation Experience July 2002 - September 2003
Job Customer Relationship Manager at University of Michigan Medical School
Industry Higher Education
Experience
University of Michigan Medical School April 2014 - Present
University of Michigan Mechanical Engineering April 2012 - April 2014
Ithaka February 2004 - April 2012
Questar Capital Corporation July 2002 - September 2003
Beyond Interactive January 2000 - May 2001
Skills
Troubleshooting, SQL, Microsoft Office, Security, Team Building, IT Management, Strategic Planning, Network + Certified, SharePoint, VMware, Customer Service, Social Media, Vendor Management, Active Directory, Disaster Recovery, Cloud Computing, ITIL, Process Improvement, Project Management, Knowledge Management, Virtualization, Team Leadership, Product Management, Training, Incident Management, Problem Management, Atlassian JIRA, Confluence, Desktop Application..., Talisma CRM, Lyris ListManager, Project Planning, Management, Strategy
Education
Central Michigan University 1996 — 1999
BS, Interpersonal and Public Communication
University of Michigan Medical School April 2014 - Present
University of Michigan Mechanical Engineering April 2012 - April 2014
Ithaka February 2004 - April 2012
Questar Capital Corporation July 2002 - September 2003
Beyond Interactive January 2000 - May 2001
Skills
Troubleshooting, SQL, Microsoft Office, Security, Team Building, IT Management, Strategic Planning, Network + Certified, SharePoint, VMware, Customer Service, Social Media, Vendor Management, Active Directory, Disaster Recovery, Cloud Computing, ITIL, Process Improvement, Project Management, Knowledge Management, Virtualization, Team Leadership, Product Management, Training, Incident Management, Problem Management, Atlassian JIRA, Confluence, Desktop Application..., Talisma CRM, Lyris ListManager, Project Planning, Management, Strategy
Education
Central Michigan University 1996 — 1999
BS, Interpersonal and Public Communication
Lenard Butler's Questar Capital Corporation Experience September 1991 - December 2012
Job Managing Member at Central Land Agency, LLC
Industry Real Estate
Experience
Our Lady of Hope Parish 2010 - Present
Central Land Agency, LLC August 2008 - Present
Questar Capital Corporation September 1991 - December 2012
Mariner Mortgage Corporation June 1992 - September 1997
Skills
Sellers, Investment Properties, Real Estate, Real Estate Development, Property Management, REO, Foreclosures, Short Sales, Real Estate Transactions, Residential Homes, Single Family Homes, Condos, First Time Home Buyers, Buyer Representation, Leases, Rentals, New Home Sales, Disposition, Brokerage
Education
Wayne State University 1968 — 1976
Finance and Financial Management Services
University of Maryland College Park 1965 — 1967
Pre-Law Studies
Our Lady of Hope Parish 2010 - Present
Central Land Agency, LLC August 2008 - Present
Questar Capital Corporation September 1991 - December 2012
Mariner Mortgage Corporation June 1992 - September 1997
Skills
Sellers, Investment Properties, Real Estate, Real Estate Development, Property Management, REO, Foreclosures, Short Sales, Real Estate Transactions, Residential Homes, Single Family Homes, Condos, First Time Home Buyers, Buyer Representation, Leases, Rentals, New Home Sales, Disposition, Brokerage
Education
Wayne State University 1968 — 1976
Finance and Financial Management Services
University of Maryland College Park 1965 — 1967
Pre-Law Studies
Hugh Cannon's Questar Capital Corporation Experience Financial PlannerCambridge Investment Research, Inc.July 2014 - Present
Job Insurance Broker / Investment Advisor
Industry Financial Services
Experience
Questar Capital Corporation Financial PlannerCambridge Investment Research, Inc.July 2014 - Present
Self-employed June 1979 - Present
Skills
Public Speaking, Marketing, Customer Service, Negotiation, Microsoft Office, Marketing Strategy, Budgets, Leadership, Investments, Microsoft Excel, Retirement Planning, Strategic Financial...
Education
College of Financial Planning 1989 — 1991
CFP
University of Missouri-Columbia 1966 — 1970
Bachelor's degree
Questar Capital Corporation Financial PlannerCambridge Investment Research, Inc.July 2014 - Present
Self-employed June 1979 - Present
Skills
Public Speaking, Marketing, Customer Service, Negotiation, Microsoft Office, Marketing Strategy, Budgets, Leadership, Investments, Microsoft Excel, Retirement Planning, Strategic Financial...
Education
College of Financial Planning 1989 — 1991
CFP
University of Missouri-Columbia 1966 — 1970
Bachelor's degree
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY