Renaissance Financial
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Renaissance Financial Employees
Employee
Years
Job
Industry
Gerhart Kloiber Jr Gerhart Kloiber Jr's Renaissance Financial Experience 2013 - 2014
Job Wealth Advisor at Mariner Wealth Advisors
Industry Financial Services
Experience
Vantage Investment Advisors, LLC 2015 - Present
Mariner Wealth Advisors 2014 - Present
FirstPoint Financial 2014 - Present
Renaissance Financial 2013 - 2014
Payless ShoeSource 2011 - 2013
University of Kansas 2008 - 2010
Peoples Bank 2004 - 2008
U.S. Bank 2003 - 2004
Sallie Mae 1997 - 2002
Mid-States Financial Services, Inc. 1991 - 1997
Education
University of Kansas - Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration; Corporate Finance
University of Kansas 1998 — 2002
Bachelor's Degree, Business; Finance and International Business
Vantage Investment Advisors, LLC 2015 - Present
Mariner Wealth Advisors 2014 - Present
FirstPoint Financial 2014 - Present
Renaissance Financial 2013 - 2014
Payless ShoeSource 2011 - 2013
University of Kansas 2008 - 2010
Peoples Bank 2004 - 2008
U.S. Bank 2003 - 2004
Sallie Mae 1997 - 2002
Mid-States Financial Services, Inc. 1991 - 1997
Education
University of Kansas - Graduate School of Business 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration; Corporate Finance
University of Kansas 1998 — 2002
Bachelor's Degree, Business; Finance and International Business
Laurren Rehkop's Renaissance Financial Experience September 2015 - Present
Job Compliance Associate Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial September 2015 - Present
Price Brothers Management April 2015 - September 2015
Price Brothers Management December 2013 - March 2015
Synergy Staffing KC September 2013 - December 2013
Indian Hills Country Club May 2012 - August 2012
Indian Hills Country Club, Mission Hills, KS May 2011 - August 2011
Skills
Menu Development, Banquets, Restaurants, Food & Beverage, Food Service, Menu Costing, Entertainment, Customer Service, Event Planning, Social Media, Microsoft Office, Event Management, Catering, Customer Satisfaction
Education
Kansas State University 2008 — 2013
Bachelor of Science, Hotel, Motel, and Restaurant Management
Renaissance Financial September 2015 - Present
Price Brothers Management April 2015 - September 2015
Price Brothers Management December 2013 - March 2015
Synergy Staffing KC September 2013 - December 2013
Indian Hills Country Club May 2012 - August 2012
Indian Hills Country Club, Mission Hills, KS May 2011 - August 2011
Skills
Menu Development, Banquets, Restaurants, Food & Beverage, Food Service, Menu Costing, Entertainment, Customer Service, Event Planning, Social Media, Microsoft Office, Event Management, Catering, Customer Satisfaction
Education
Kansas State University 2008 — 2013
Bachelor of Science, Hotel, Motel, and Restaurant Management
Steven T. Jodlowski Steven T. Jodlowski's Renaissance Financial Experience July 2014 - June 2015
Job Middle Office Specialist Level I at Scottrade
Industry Financial Services
Experience
Scottrade June 2015 - Present
Renaissance Financial July 2014 - June 2015
Panera Bread 2006 - 2014
Skills
Finance, Series 7, Strategic Planning, Microsoft Excel, Social Networking, Public Speaking, Insurance, Retirement Planning, Financial Planning, Team Building, Customer Service, Leadership, Management, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Saint Louis University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. Louis Community College 2006 — 2009
Associate of Arts and Sciences (AAS), Business Administration and Management
Scottrade June 2015 - Present
Renaissance Financial July 2014 - June 2015
Panera Bread 2006 - 2014
Skills
Finance, Series 7, Strategic Planning, Microsoft Excel, Social Networking, Public Speaking, Insurance, Retirement Planning, Financial Planning, Team Building, Customer Service, Leadership, Management, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Social Media
Education
Saint Louis University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance
St. Louis Community College 2006 — 2009
Associate of Arts and Sciences (AAS), Business Administration and Management
Ben Larson's Renaissance Financial Experience July 2015 - Present
Job
Industry Financial Services
Experience
Renaissance Financial July 2015 - Present
Renaissance Financial June 2008 - Present
Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Insurance, Securities, Financial Advisory, Disability Insurance, Portfolio Management, Life Insurance, Long-term Care, Equities, Retirement, IRAs
Education
Indiana University - Kelley School of Business
B.S. in Business, Marketing and Management
Omaha Burke 1998 — 2001
Indiana University-Purdue University at Indianapolis
Business
Renaissance Financial July 2015 - Present
Renaissance Financial June 2008 - Present
Skills
Series 7, Investments, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Insurance, Securities, Financial Advisory, Disability Insurance, Portfolio Management, Life Insurance, Long-term Care, Equities, Retirement, IRAs
Education
Indiana University - Kelley School of Business
B.S. in Business, Marketing and Management
Omaha Burke 1998 — 2001
Indiana University-Purdue University at Indianapolis
Business
Tanner Coble's Renaissance Financial Experience November 2010 - Present
Job Director of Advisor Development, Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial November 2010 - Present
Education
Kansas State University
Olpe High
Renaissance Financial November 2010 - Present
Education
Kansas State University
Olpe High
Scott Van Winkle's Renaissance Financial Experience May 2011 - August 2011
Job Operations at Distribution by Air
Industry Logistics and Supply Chain
Experience
Distribution by Air June 2012 - Present
The Richdale Group July 2008 - December 2011
Renaissance Financial May 2011 - August 2011
Skills
Leadership, Competitive Analysis, Time Management, Strategic Planning, Account Management, Sales
Education
University of Nebraska-Lincoln 2008 — 2011
BSBA, Finance
Macquarie University 2010 — 2010
Study Abroad Program
Saint Louis University 2007 — 2008
Business Administration
Distribution by Air June 2012 - Present
The Richdale Group July 2008 - December 2011
Renaissance Financial May 2011 - August 2011
Skills
Leadership, Competitive Analysis, Time Management, Strategic Planning, Account Management, Sales
Education
University of Nebraska-Lincoln 2008 — 2011
BSBA, Finance
Macquarie University 2010 — 2010
Study Abroad Program
Saint Louis University 2007 — 2008
Business Administration
Trevor Hobbs's Renaissance Financial Experience June 2009 - October 2010
Job Employee Benefits Consultant
Industry Insurance
Experience
Assurant Employee Benefits November 2010 - Present
Renaissance Financial June 2009 - October 2010
Highpointe Financial Group June 2008 - June 2009
Skills
401k, Health Insurance, Fixed Annuities
Education
Kansas State University 2004 — 2008
Bachelors, Economics
Assurant Employee Benefits November 2010 - Present
Renaissance Financial June 2009 - October 2010
Highpointe Financial Group June 2008 - June 2009
Skills
401k, Health Insurance, Fixed Annuities
Education
Kansas State University 2004 — 2008
Bachelors, Economics
Stephen Kuehl Stephen Kuehl's Renaissance Financial Experience October 2010 - February 2014
Job Financial Specialist/Sales Executive
Industry Printing
Experience
Artisan Press Inc. 2002 - Present
Renaissance Financial October 2010 - February 2014
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Retirement, Estate Planning, Securities, Insurance, Equities, Financial Advisory
Education
Creighton University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General, 3.42
Creighton University 2004 — 2008
Bachelor's Degree, Finance, Economics
Bishop Heelan Catholic High School 2000 — 2004
Artisan Press Inc. 2002 - Present
Renaissance Financial October 2010 - February 2014
Skills
Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Wealth Management, Portfolio Management, Financial Analysis, Series 7, Retirement, Estate Planning, Securities, Insurance, Equities, Financial Advisory
Education
Creighton University 2008 — 2010
Master of Business Administration (M.B.A.), Finance, General, 3.42
Creighton University 2004 — 2008
Bachelor's Degree, Finance, Economics
Bishop Heelan Catholic High School 2000 — 2004
Gale Welch's Renaissance Financial Experience 1994 - 1999
Job Manager at Jewel Box Jewelers
Industry Retail
Experience
Jewel Box Jewelers August 2001 - Present
Zionsville Lions CLub 2007 - 2010
Renaissance Financial 1994 - 1999
Skills
Sales, Public Speaking, Event Planning, Retail, Jewelry, Customer Service, Sales Management, Negotiation, Marketing, Small Business, Merchandising, Team Building, Visual Merchandising, Marketing Strategy, Inventory Management, Social Media Marketing
Education
Indiana University-Purdue University at Indianapolis
BS, Business
Jewel Box Jewelers August 2001 - Present
Zionsville Lions CLub 2007 - 2010
Renaissance Financial 1994 - 1999
Skills
Sales, Public Speaking, Event Planning, Retail, Jewelry, Customer Service, Sales Management, Negotiation, Marketing, Small Business, Merchandising, Team Building, Visual Merchandising, Marketing Strategy, Inventory Management, Social Media Marketing
Education
Indiana University-Purdue University at Indianapolis
BS, Business
Kari Cohen's Renaissance Financial Experience February 2010 - April 2015
Job Talent Acquisition Leader at (TIFEC) The Illig Family Enterprise Company
Industry Staffing and Recruiting
Experience
TIFEC (The Illig Family Enterprise Company) April 2015 - Present
Renaissance Financial February 2010 - April 2015
Service Management Group December 2008 - February 2010
Wolfe Automotive Group November 2004 - November 2008
Skills
Recruiting, Event Planning, Customer Service, Marketing Communications, Outlook, PowerPoint, Outside Sales, Recruitment/Retention, Customer Relations, Word, Leadership, Leadership Development, Journalism, Team Leadership, Marketing, Project Management, Organizational..., Public Relations, Teamwork, Management, Marketing Strategy, Coaching, Insurance, Interviews, Account Management, Time Management
Education
The University of Kansas 2000 — 2004
BS, Journalism
The University of Kansas 2000 — 2004
Communication, Journalism, and Related Programs
TIFEC (The Illig Family Enterprise Company) April 2015 - Present
Renaissance Financial February 2010 - April 2015
Service Management Group December 2008 - February 2010
Wolfe Automotive Group November 2004 - November 2008
Skills
Recruiting, Event Planning, Customer Service, Marketing Communications, Outlook, PowerPoint, Outside Sales, Recruitment/Retention, Customer Relations, Word, Leadership, Leadership Development, Journalism, Team Leadership, Marketing, Project Management, Organizational..., Public Relations, Teamwork, Management, Marketing Strategy, Coaching, Insurance, Interviews, Account Management, Time Management
Education
The University of Kansas 2000 — 2004
BS, Journalism
The University of Kansas 2000 — 2004
Communication, Journalism, and Related Programs
Laura Dunlop Laura Dunlop's Renaissance Financial Experience August 2008 - March 2011
Job Manager at lululemon athletica
Industry Apparel & Fashion
Experience
lululemon athletica March 2013 - Present
lululemon athletica May 2011 - March 2013
Renaissance Financial August 2008 - March 2011
PlanMember Securities Corporation July 2007 - April 2008
Skills
Merchandising, Marketing, Strategic Financial..., Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Account Management, Financial Analysis, Microsoft Office, Teamwork, Research, Sales, Business Planning, Inventory Management, Event Planning, Social Media, Investments, Coaching, Retail, Social Networking, Leadership, Social Media Marketing, Time Management, Budgets, Event Management, Management
Education
University of California, Santa Barbara 2004 — 2007
BA, Economics, Accounting, French
University of California, Santa Barbara 2004 — 2007
Bachelor's degree, Business/Managerial Economics
lululemon athletica March 2013 - Present
lululemon athletica May 2011 - March 2013
Renaissance Financial August 2008 - March 2011
PlanMember Securities Corporation July 2007 - April 2008
Skills
Merchandising, Marketing, Strategic Financial..., Customer Service, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Account Management, Financial Analysis, Microsoft Office, Teamwork, Research, Sales, Business Planning, Inventory Management, Event Planning, Social Media, Investments, Coaching, Retail, Social Networking, Leadership, Social Media Marketing, Time Management, Budgets, Event Management, Management
Education
University of California, Santa Barbara 2004 — 2007
BA, Economics, Accounting, French
University of California, Santa Barbara 2004 — 2007
Bachelor's degree, Business/Managerial Economics
Brooke Phelps, GBA's Renaissance Financial Experience March 2009 - July 2011
Job Business Development Consultant at Lockton ~ Employee Benefits | Insurance | Risk Management
Industry Insurance
Experience
Lockton Companies July 2011 - Present
Renaissance Financial March 2009 - July 2011
Merrill Lynch July 2006 - January 2009
Skills
Employee Benefits, Insurance, Financial Analysis, Risk Management, New Business Development, Retirement Planning, Investments, Retirement, Business Development, Series 7, Strategic Planning, Strategic Financial..., Series 63, Healthcare, Wealth Management, Mutual Funds, Business Relationship..., Vendor Relationship..., Strategic Consulting, Marketing Strategy, Multi-generational..., Easily Adaptable
Education
University of Dayton 2002 — 2006
Bachelor of Science, Buiness Marketing
St. Pius X Catholic High School- Atlanta, GA 1998 — 2002
Wharton Business School
CEBS- in progress
Lockton Companies July 2011 - Present
Renaissance Financial March 2009 - July 2011
Merrill Lynch July 2006 - January 2009
Skills
Employee Benefits, Insurance, Financial Analysis, Risk Management, New Business Development, Retirement Planning, Investments, Retirement, Business Development, Series 7, Strategic Planning, Strategic Financial..., Series 63, Healthcare, Wealth Management, Mutual Funds, Business Relationship..., Vendor Relationship..., Strategic Consulting, Marketing Strategy, Multi-generational..., Easily Adaptable
Education
University of Dayton 2002 — 2006
Bachelor of Science, Buiness Marketing
St. Pius X Catholic High School- Atlanta, GA 1998 — 2002
Wharton Business School
CEBS- in progress
Javier Segura Javier Segura's Renaissance Financial Experience May 2014 - December 2014
Job Credit Analyst
Industry Financial Services
Experience
Mutual of Omaha Bank December 2014 - Present
Renaissance Financial May 2014 - December 2014
State Street Bank September 2013 - May 2014
Student Painters September 2012 - September 2013
Skills
Sales, Strategic Planning, Leadership, Customer Service, Management, Business Planning, Analytics, Negotiation, Public Speaking, Organization, Cold Calling, Selling, Entrepreneurship, Time Management, Sales Operations, Customer Satisfaction, Marketing, Finance, Recruiting
Education
University of Kansas 2012 — 2014
Bachelor of Science (BS), Finance
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Topka West High School 2006 — 2010
Diploma, General Studies
Mutual of Omaha Bank December 2014 - Present
Renaissance Financial May 2014 - December 2014
State Street Bank September 2013 - May 2014
Student Painters September 2012 - September 2013
Skills
Sales, Strategic Planning, Leadership, Customer Service, Management, Business Planning, Analytics, Negotiation, Public Speaking, Organization, Cold Calling, Selling, Entrepreneurship, Time Management, Sales Operations, Customer Satisfaction, Marketing, Finance, Recruiting
Education
University of Kansas 2012 — 2014
Bachelor of Science (BS), Finance
Johnson County Community College 2010 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
Topka West High School 2006 — 2010
Diploma, General Studies
Blake Huddleston Blake Huddleston's Renaissance Financial Experience August 2009 - January 2013
Job Sales executive Davis Vision
Industry Insurance
Experience
Davis Vision November 2014 - Present
Dahill March 2014 - November 2014
Anheuser-Busch May 2013 - March 2014
Renaissance Financial August 2009 - January 2013
Skills
Series 63, Investments, Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, Wealth Management, Retirement, Customer Service, Mutual Funds, Financial Analysis, Building Relationships, Networking, Communication, Cold Calling
Education
University of Missouri-Columbia 2005 — 2009
Finance, Real Estate
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Davis Vision November 2014 - Present
Dahill March 2014 - November 2014
Anheuser-Busch May 2013 - March 2014
Renaissance Financial August 2009 - January 2013
Skills
Series 63, Investments, Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, Wealth Management, Retirement, Customer Service, Mutual Funds, Financial Analysis, Building Relationships, Networking, Communication, Cold Calling
Education
University of Missouri-Columbia 2005 — 2009
Finance, Real Estate
University of Missouri-Columbia, College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, Real Estate
Paul Caciolo Jr. Paul Caciolo Jr.'s Renaissance Financial Experience April 2014 - August 2015
Job Financial Advisor/ Wealth Management
Industry Financial Services
Experience
Renaissance Financial April 2014 - August 2015
Phi Gamma Delta 2007 - 2011
Nestle Purina PetCare, Pet Specialty Group April 2010 - August 2010
Skills
Event Planning, Sales, Brand Awareness, Marketing, Social Media Marketing, Relationship Marketing, Integrated Marketing, Guerrilla Marketing, Mobile Marketing, Marketing Communications, Social Media, Trade Shows, Store Management, Event Management, Cision, Account Management, Vocus, OOH, Radian6, Finance, Entrepreneurship
Education
Texas Christian University 2007 — 2011
Bachelor of Science, Communication
Chaminade College Prep 2000 — 2007
Renaissance Financial April 2014 - August 2015
Phi Gamma Delta 2007 - 2011
Nestle Purina PetCare, Pet Specialty Group April 2010 - August 2010
Skills
Event Planning, Sales, Brand Awareness, Marketing, Social Media Marketing, Relationship Marketing, Integrated Marketing, Guerrilla Marketing, Mobile Marketing, Marketing Communications, Social Media, Trade Shows, Store Management, Event Management, Cision, Account Management, Vocus, OOH, Radian6, Finance, Entrepreneurship
Education
Texas Christian University 2007 — 2011
Bachelor of Science, Communication
Chaminade College Prep 2000 — 2007
Thaddeus Brija's Renaissance Financial Experience February 2014 - Present
Job Financial Advisor at Renaissance Financial
Industry Research
Experience
Renaissance Financial February 2014 - Present
Washington University School of Medicine October 2012 - December 2013
Southern Illinois University June 2011 - May 2012
The Bike Surgeon April 2010 - August 2011
SIU Carbondale January 2011 - May 2011
Southern Illinois University November 2010 - March 2011
Skills
Research, Sales Management, Tutoring, Customer Relations
Education
Southern Illinois University, Carbondale 2009 — 2012
Bachelor of Science (B.S.), Biological Sciences
College of DuPage 2009 — 2009
Spring Hill College
st. barbaras
Renaissance Financial February 2014 - Present
Washington University School of Medicine October 2012 - December 2013
Southern Illinois University June 2011 - May 2012
The Bike Surgeon April 2010 - August 2011
SIU Carbondale January 2011 - May 2011
Southern Illinois University November 2010 - March 2011
Skills
Research, Sales Management, Tutoring, Customer Relations
Education
Southern Illinois University, Carbondale 2009 — 2012
Bachelor of Science (B.S.), Biological Sciences
College of DuPage 2009 — 2009
Spring Hill College
st. barbaras
Lauren Ennis Lauren Ennis's Renaissance Financial Experience May 2015 - Present
Job Marketing Assistant at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial May 2015 - Present
Ronald McDonald House Charities of Omaha October 2013 - Present
The Players Club Golf and Country Club April 2011 - Present
Skills
Customer Service, People Skills, Teamwork, Social Networking, Fundraising, Nonprofits, Leadership Development, Time Management, Leadership, Sales, Social Media
Education
Bellevue University 2012 — 2014
Bachelor's Degree, Behavioral Sciences
Omaha Burke High School 2004 — 2008
Renaissance Financial May 2015 - Present
Ronald McDonald House Charities of Omaha October 2013 - Present
The Players Club Golf and Country Club April 2011 - Present
Skills
Customer Service, People Skills, Teamwork, Social Networking, Fundraising, Nonprofits, Leadership Development, Time Management, Leadership, Sales, Social Media
Education
Bellevue University 2012 — 2014
Bachelor's Degree, Behavioral Sciences
Omaha Burke High School 2004 — 2008
Jaron Ludwig's Renaissance Financial Experience September 2010 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial September 2010 - Present
Mutual of Omaha April 2009 - May 2010
First Community Bank of Beemer June 2003 - March 2009
Finish Line April 2008 - August 2008
Skills
Managerial Finance
Education
Creighton University
BSBA, Finance, Accounting
Renaissance Financial September 2010 - Present
Mutual of Omaha April 2009 - May 2010
First Community Bank of Beemer June 2003 - March 2009
Finish Line April 2008 - August 2008
Skills
Managerial Finance
Education
Creighton University
BSBA, Finance, Accounting
Alex Hoy's Renaissance Financial Experience May 2009 - August 2009
Job Associate Analyst II at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2012 - Present
Edward Jones June 2011 - June 2012
Simon Recreation Center August 2007 - May 2011
Wells Fargo Home Mortgage May 2010 - August 2010
Renaissance Financial May 2009 - August 2009
Skills
Intermediate Spanish, Investments, Bonds, PowerPoint, Outlook, Excel, Series 7, Word, Customer Service, Securities, International Business, Trading, Microsoft Excel
Education
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Finance and International Business
Edward Jones June 2012 - Present
Edward Jones June 2011 - June 2012
Simon Recreation Center August 2007 - May 2011
Wells Fargo Home Mortgage May 2010 - August 2010
Renaissance Financial May 2009 - August 2009
Skills
Intermediate Spanish, Investments, Bonds, PowerPoint, Outlook, Excel, Series 7, Word, Customer Service, Securities, International Business, Trading, Microsoft Excel
Education
Saint Louis University 2007 — 2011
Bachelor of Science in Business Administration, Finance and International Business
Samuel Muzik Samuel Muzik's Renaissance Financial Experience October 2015 - Present
Job Ticket Operations/Finance Intern at St. Louis Rams
Industry Sports
Experience
Renaissance Financial October 2015 - Present
St. Louis Rams May 2014 - December 2014
Mizzou Men's Basketball June 2012 - May 2013
Skills
Research, English, Microsoft Word, Customer Service, Budgets, Microsoft Excel, Microsoft Office, Banking, PowerPoint, Financial Analysis, Analysis, Teamwork, Access, Leadership, Management, Social Media, Public Speaking, Event Planning
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Banking/Real Estate, Senior
Renaissance Financial October 2015 - Present
St. Louis Rams May 2014 - December 2014
Mizzou Men's Basketball June 2012 - May 2013
Skills
Research, English, Microsoft Word, Customer Service, Budgets, Microsoft Excel, Microsoft Office, Banking, PowerPoint, Financial Analysis, Analysis, Teamwork, Access, Leadership, Management, Social Media, Public Speaking, Event Planning
Education
University of Missouri-Columbia 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & Banking/Real Estate, Senior
Patrick W. Johnson Patrick W. Johnson's Renaissance Financial Experience June 2014 - August 2014
Job _
Industry Financial Services
Experience
Renaissance Financial June 2014 - August 2014
The Markham Group January 2013 - May 2013
Romney for President March 2012 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Public Policy, Fundraising, Government, Media Relations
Education
University of Missouri-Columbia 2010 — 2014
Renaissance Financial June 2014 - August 2014
The Markham Group January 2013 - May 2013
Romney for President March 2012 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Public Policy, Fundraising, Government, Media Relations
Education
University of Missouri-Columbia 2010 — 2014
Brooke Poskin's Renaissance Financial Experience November 2006 - Present
Job Office Manager at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial November 2006 - Present
Renaissance Financial November 2006 - December 2009
Skills
Office Management, Operations Management, Employee Training, Event Management, Recruiting, Hold Series 7, Hold Series 66, Hold Series 24, Hold Series 4
Education
Rockhurst University 2006 — 2008
Master of Business Administration (MBA), Management & Finance
Truman State University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Renaissance Financial November 2006 - Present
Renaissance Financial November 2006 - December 2009
Skills
Office Management, Operations Management, Employee Training, Event Management, Recruiting, Hold Series 7, Hold Series 66, Hold Series 24, Hold Series 4
Education
Rockhurst University 2006 — 2008
Master of Business Administration (MBA), Management & Finance
Truman State University 2001 — 2005
Bachelor of Business Administration (BBA), Business Administration and Management, General
Todd Smidt Todd Smidt's Renaissance Financial Experience May 2011 - August 2011
Job Client Coordinator and Writer at Lifted Logic
Industry Public Relations and Communications
Experience
Lifted Logic September 2015 - Present
J.D. Heiskell October 2014 - Present
P&O Cruises November 2013 - April 2014
P&O Cruises August 2013 - November 2013
Gavilon Group, LLC June 2012 - June 2013
Locher, Pavelka , Dostal, Braddy, and Hammes LLC Law Firm May 2010 - June 2012
Nebraska Cornhusker Boys' State June 2008 - June 2012
Creighton University Theology Department August 2008 - May 2012
Renaissance Financial May 2011 - August 2011
Skills
Public Speaking, PowerPoint, Social Media, Microsoft Word, Outlook, Customer Service, Social Networking, Access, Leadership, Teamwork, Public Relations, Critical Thinking, Microsoft Excel, Fundraising, Microsoft Office, Training, Event Planning, Research, Data Entry, Commodity Markets, Analysis, Time Management, Teaching, Nonprofits, Editing, Data Analysis, Team Leadership, Insurance, Stock Market, Sales, Spanish, Management, Coaching, Facebook, Marketing, Social Media Marketing, Higher Education, Event Management, Blogging
Education
Creighton University 2008 — 2012
Bachelor's Degree, Philosophy, Business Administration, Alumni
Creighton University 2008 — 2012
Minor, Marketing/Marketing Management, General
Creighton University 2008 — 2012
Minor, Legal Studies, General, Alumni
Adams Central High School 2004 — 2008
Lifted Logic September 2015 - Present
J.D. Heiskell October 2014 - Present
P&O Cruises November 2013 - April 2014
P&O Cruises August 2013 - November 2013
Gavilon Group, LLC June 2012 - June 2013
Locher, Pavelka , Dostal, Braddy, and Hammes LLC Law Firm May 2010 - June 2012
Nebraska Cornhusker Boys' State June 2008 - June 2012
Creighton University Theology Department August 2008 - May 2012
Renaissance Financial May 2011 - August 2011
Skills
Public Speaking, PowerPoint, Social Media, Microsoft Word, Outlook, Customer Service, Social Networking, Access, Leadership, Teamwork, Public Relations, Critical Thinking, Microsoft Excel, Fundraising, Microsoft Office, Training, Event Planning, Research, Data Entry, Commodity Markets, Analysis, Time Management, Teaching, Nonprofits, Editing, Data Analysis, Team Leadership, Insurance, Stock Market, Sales, Spanish, Management, Coaching, Facebook, Marketing, Social Media Marketing, Higher Education, Event Management, Blogging
Education
Creighton University 2008 — 2012
Bachelor's Degree, Philosophy, Business Administration, Alumni
Creighton University 2008 — 2012
Minor, Marketing/Marketing Management, General
Creighton University 2008 — 2012
Minor, Legal Studies, General, Alumni
Adams Central High School 2004 — 2008
Shannon Weber Shannon Weber's Renaissance Financial Experience July 2011 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial July 2011 - Present
University of Missouri Extension August 2010 - July 2011
FCS Financial May 2010 - August 2010
Skills
Insurance, Retirement Planning, Customer Service, Financial Planning, Investments, Strategic Financial...
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Agricultural Economics
Renaissance Financial July 2011 - Present
University of Missouri Extension August 2010 - July 2011
FCS Financial May 2010 - August 2010
Skills
Insurance, Retirement Planning, Customer Service, Financial Planning, Investments, Strategic Financial...
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science, Agricultural Economics
Michael Hoch Michael Hoch's Renaissance Financial Experience July 2015 - Present
Job Shareholder at Renaissance Financial
Industry Investment Management
Experience
Renaissance Financial July 2015 - Present
Renaissance Financial August 2008 - Present
CFM Realty May 2007 - September 2007
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Series 63, Mutual Funds, Financial Analysis, Investment Advisory, Estate Planning, Securities, Insurance, Retirement
Education
Creighton University 2004 — 2008
BSBA, Finance
Renaissance Financial July 2015 - Present
Renaissance Financial August 2008 - Present
CFM Realty May 2007 - September 2007
Skills
Series 7, Investments, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Series 63, Mutual Funds, Financial Analysis, Investment Advisory, Estate Planning, Securities, Insurance, Retirement
Education
Creighton University 2004 — 2008
BSBA, Finance
Drew Kimminau Drew Kimminau's Renaissance Financial Experience May 2013 - August 2013
Job Internal Auditor at Emerson
Industry Accounting
Experience
Emerson May 2014 - Present
Truman State University August 2012 - May 2015
Renaissance Financial May 2013 - August 2013
The Country Club at The Legends May 2012 - August 2012
Self Employed Lawn Service May 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Research, Time Management, Access
Education
Truman State University 2011 — 2014
Bachelor’s Degree, Accounting and Finance
Saint Francis Borgia Regional High School 2007 — 2011
Emerson May 2014 - Present
Truman State University August 2012 - May 2015
Renaissance Financial May 2013 - August 2013
The Country Club at The Legends May 2012 - August 2012
Self Employed Lawn Service May 2008 - August 2012
Skills
Microsoft Excel, Microsoft Office, Accounting, Microsoft Word, PowerPoint, Financial Accounting, Teamwork, Financial Analysis, QuickBooks, Financial Reporting, Customer Service, Bookkeeping, Research, Time Management, Access
Education
Truman State University 2011 — 2014
Bachelor’s Degree, Accounting and Finance
Saint Francis Borgia Regional High School 2007 — 2011
John Nemmers's Renaissance Financial Experience June 2012 - August 2012
Job Analyst at Prairie Capital Management
Industry Financial Services
Experience
Prairie Capital Management, LLC January 2013 - Present
Validity Screening Solutions September 2012 - December 2012
Renaissance Financial June 2012 - August 2012
CIMBA January 2011 - May 2011
Skills
Accounting, Finance, Time Management, Microsoft Office, Financial Reporting, QuickBooks, Microsoft Excel, Problem Solving
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Prairie Capital Management, LLC January 2013 - Present
Validity Screening Solutions September 2012 - December 2012
Renaissance Financial June 2012 - August 2012
CIMBA January 2011 - May 2011
Skills
Accounting, Finance, Time Management, Microsoft Office, Financial Reporting, QuickBooks, Microsoft Excel, Problem Solving
Education
University of Kansas 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Jen Chatfield Jen Chatfield's Renaissance Financial Experience January 2005 - June 2012
Job Financial Planner at Larson Financial
Industry Financial Services
Experience
Larson Financial October 2012 - Present
Renaissance Financial January 2005 - June 2012
Scottrade, Inc 2002 - 2004
Missouri Historical Society January 2000 - January 2002
Skills
Insurance, Series 7, Finance, Investments, Portfolio Management, Outlook, Customer Service, Microsoft Excel, Marketing, Mutual Funds, Retirement, Financial Services, Microsoft Word, Series 63, PowerPoint, Microsoft Office, Research, Public Speaking, Equities, series 66
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts (BA), English
University of Missouri-Columbia
Larson Financial October 2012 - Present
Renaissance Financial January 2005 - June 2012
Scottrade, Inc 2002 - 2004
Missouri Historical Society January 2000 - January 2002
Skills
Insurance, Series 7, Finance, Investments, Portfolio Management, Outlook, Customer Service, Microsoft Excel, Marketing, Mutual Funds, Retirement, Financial Services, Microsoft Word, Series 63, PowerPoint, Microsoft Office, Research, Public Speaking, Equities, series 66
Education
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts (BA), English
University of Missouri-Columbia
James Pommert James Pommert's Renaissance Financial Experience May 2009 - April 2011
Job Krilogy Financial
Industry Investment Management
Experience
Krilogy Financial April 2011 - Present
Renaissance Financial May 2009 - April 2011
Total Quality Logistics May 2008 - August 2008
Smith Barney January 2008 - May 2008
Saint Louis University January 2008 - May 2008
Total Quality Logistics June 2007 - August 2007
Total Quality Logistics June 2006 - August 2006
Skills
Strategic Financial..., Insurance, Investments, Portfolio Management, Financial Services, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Financial Modeling, Investment Strategies, Wealth, Valuation, Asset Allocation, Securities, Equities, Fixed Income, Asset Management, Economics, Management
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Economics, Magna Cum Laude Honors
Krilogy Financial April 2011 - Present
Renaissance Financial May 2009 - April 2011
Total Quality Logistics May 2008 - August 2008
Smith Barney January 2008 - May 2008
Saint Louis University January 2008 - May 2008
Total Quality Logistics June 2007 - August 2007
Total Quality Logistics June 2006 - August 2006
Skills
Strategic Financial..., Insurance, Investments, Portfolio Management, Financial Services, Retirement, Financial Planners, Mutual Funds, Investment Advisory, Financial Modeling, Investment Strategies, Wealth, Valuation, Asset Allocation, Securities, Equities, Fixed Income, Asset Management, Economics, Management
Education
Saint Louis University 2004 — 2008
Bachelor of Science in Business Administration, Finance & Economics, Magna Cum Laude Honors
Bridget Fitzgerald Bridget Fitzgerald's Renaissance Financial Experience May 2010 - August 2010
Job Account Representative at Union Pacific Railroad
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad March 2014 - Present
Union Pacific Railroad May 2011 - February 2014
Renaissance Financial May 2010 - August 2010
Mutual of Omaha May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Marketing, Outlook, Budgets, Microsoft Word, Finance, Accounting, Strategic Financial..., Process Improvement, Auditing, Customer Service, Financial Reporting, Business Planning, Project Management, Forecasting, Strategic Planning, Access, Financial Accounting, Data Analysis
Education
Creighton University 2012 — 2014
Master of Business Administration (M.B.A.)
Creighton University 2007 — 2011
BSBA, Finance and Marketing
Union Pacific Railroad March 2014 - Present
Union Pacific Railroad May 2011 - February 2014
Renaissance Financial May 2010 - August 2010
Mutual of Omaha May 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Analysis, Marketing, Outlook, Budgets, Microsoft Word, Finance, Accounting, Strategic Financial..., Process Improvement, Auditing, Customer Service, Financial Reporting, Business Planning, Project Management, Forecasting, Strategic Planning, Access, Financial Accounting, Data Analysis
Education
Creighton University 2012 — 2014
Master of Business Administration (M.B.A.)
Creighton University 2007 — 2011
BSBA, Finance and Marketing
Steve Gambino, MBA's Renaissance Financial Experience August 2009 - April 2010
Job Registered Client Associate at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. April 2010 - Present
Renaissance Financial August 2009 - April 2010
Education
Maryville University of Saint Louis 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing
Loyola University Chicago 2007 — 2007
Study Abroad - Rome, Italy
U.S. Bancorp Investments, Inc. April 2010 - Present
Renaissance Financial August 2009 - April 2010
Education
Maryville University of Saint Louis 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing
Loyola University Chicago 2007 — 2007
Study Abroad - Rome, Italy
Bryan Jensen's Renaissance Financial Experience June 1992 - June 1996
Job Vice President Business Development at EnduraCare Acute Care Services
Industry Hospital & Health Care
Experience
EnduraCare Acute Care Services, LLC December 2010 - Present
SpecialCare Hospital Management Corporation September 1998 - December 2010
Mississippi Valley Advisors 1996 - 1998
Renaissance Financial June 1992 - June 1996
Skills
Healthcare, Strategic Planning, Marketing, Non-profits, Budgets, Business Development, New Business Development, Contract Negotiation, Customer Service, Public Relations, Account Management, Marketing Strategy, Team Building, Fundraising, Public Speaking
Education
Missouri State University 1988 — 1992
Finance, Securities
EnduraCare Acute Care Services, LLC December 2010 - Present
SpecialCare Hospital Management Corporation September 1998 - December 2010
Mississippi Valley Advisors 1996 - 1998
Renaissance Financial June 1992 - June 1996
Skills
Healthcare, Strategic Planning, Marketing, Non-profits, Budgets, Business Development, New Business Development, Contract Negotiation, Customer Service, Public Relations, Account Management, Marketing Strategy, Team Building, Fundraising, Public Speaking
Education
Missouri State University 1988 — 1992
Finance, Securities
Christine Sutcliffe, CPA's Renaissance Financial Experience December 2007 - February 2008
Job Senior Corporate Accountant at BarryWehmiller Companies, Inc
Industry Accounting
Experience
Barry-Wehmiller Companies, Inc October 2013 - Present
Grant Thornton LLP July 2013 - September 2013
Grant Thornton LLP June 2012 - July 2013
Brown Smith Wallace June 2010 - May 2012
Brown Smith Wallace June 2009 - April 2010
Renaissance Financial December 2007 - February 2008
Skills
Auditing, Tax, Accounting, Financial Reporting, Audit, CPA
Education
Lindenwood University 2006 — 2010
BA, Accounting
Crosspoint Christian School
High school diploma
Barry-Wehmiller Companies, Inc October 2013 - Present
Grant Thornton LLP July 2013 - September 2013
Grant Thornton LLP June 2012 - July 2013
Brown Smith Wallace June 2010 - May 2012
Brown Smith Wallace June 2009 - April 2010
Renaissance Financial December 2007 - February 2008
Skills
Auditing, Tax, Accounting, Financial Reporting, Audit, CPA
Education
Lindenwood University 2006 — 2010
BA, Accounting
Crosspoint Christian School
High school diploma
Natalie Williamson Natalie Williamson's Renaissance Financial Experience 1997 - 2000
Job Premier Advisor Resolution Team Liaison
Industry Financial Services
Experience
Wells Fargo Advisors August 2011 - Present
Cardinal Ritter College Prep High school 2011 - 2013
Wells Fargo Advisors March 2010 - July 2011
Hazelwood School District 2007 - 2010
Unum 1999 - 2007
National In-Store 2002 - 2004
Renaissance Financial 1997 - 2000
GC Services 1988 - 1991
Skills
Recruiting, Budgets, Issue Resolution, Management, Social Media, Leadership, Relationship Management, Financial Analysis, Marketing, Onboarding, Insurance, Strategy, Customer Service, Mortgage Lending, Vendor Management, Business Development, Event Planning, Team Leadership, Customer Satisfaction, New Business Development, Sales, Public Speaking, Training, Coaching, Banking, Credit, Sales Management, Financial Services, Strategic Planning, Leadership Development, Team Building, Process Improvement, Call Centers, Risk Management
Education
Saint Louis University 1984 — 1989
Wells Fargo Advisors August 2011 - Present
Cardinal Ritter College Prep High school 2011 - 2013
Wells Fargo Advisors March 2010 - July 2011
Hazelwood School District 2007 - 2010
Unum 1999 - 2007
National In-Store 2002 - 2004
Renaissance Financial 1997 - 2000
GC Services 1988 - 1991
Skills
Recruiting, Budgets, Issue Resolution, Management, Social Media, Leadership, Relationship Management, Financial Analysis, Marketing, Onboarding, Insurance, Strategy, Customer Service, Mortgage Lending, Vendor Management, Business Development, Event Planning, Team Leadership, Customer Satisfaction, New Business Development, Sales, Public Speaking, Training, Coaching, Banking, Credit, Sales Management, Financial Services, Strategic Planning, Leadership Development, Team Building, Process Improvement, Call Centers, Risk Management
Education
Saint Louis University 1984 — 1989
Michael Hedlund Michael Hedlund's Renaissance Financial Experience March 2010 - November 2010
Job Financial Manager at Summit Financial Group
Industry Financial Services
Experience
Summit Financial Group December 2012 - Present
Cornerstone Financial Group February 2012 - November 2012
Wells Fargo March 2011 - March 2012
Renaissance Financial March 2010 - November 2010
North Star Financial Services Group 2008 - 2009
Skills
Insurance, Estate Planning, PowerPoint, Customer Service, Marketing, Microsoft Excel, Banking, Series 7
Education
Creighton University 2005 — 2009
Bachelors, Finance
harry a burke high school
Summit Financial Group December 2012 - Present
Cornerstone Financial Group February 2012 - November 2012
Wells Fargo March 2011 - March 2012
Renaissance Financial March 2010 - November 2010
North Star Financial Services Group 2008 - 2009
Skills
Insurance, Estate Planning, PowerPoint, Customer Service, Marketing, Microsoft Excel, Banking, Series 7
Education
Creighton University 2005 — 2009
Bachelors, Finance
harry a burke high school
Julia Boggs, MBA's Renaissance Financial Experience October 2008 - February 2010
Job Agent Partnered with Corey Powell at Farm Bureau Financial Services
Industry Financial Services
Experience
Farm Bureau Financial Services January 2015 - Present
Primerica Financial December 2013 - September 2014
Duckwall Alco January 2012 - June 2013
INTRUST Bank March 2011 - October 2011
Waddell & Reed June 2010 - April 2011
Renaissance Financial October 2008 - February 2010
Skills
Sales, Customer Service, Business Analysis, Analytical Skills, Series 7, Process Improvement, Series 66, Life and Health, Team, Knowledge Management, Negotiation, New Business..., Merchandising, Management, Vision, Coaching, Projects, Marketing, Investments, Stocks, Fashion, Key Performance..., Key Account Management, Communication, Quality Management, Workflow, Workshops, Expenses, Employment, Trends, Targets, Trading, Sales Operations, Client, Collections, Competition, Credit, Valuation, Business, B2B, Best Practices, Networking, New Business Development, Hospitality, Job Descriptions, New Hires, Restaurants, Inventory Management, Sales Management, Training
Education
Chapman High School 1991 — 1995
Diploma, Business
Kansas State University
Bachelor of Science (B.S.), Business Administration, Concentration in Human Resources
Kansas State University
MBA, Business, Management, Marketing, and Related Support Services
Kansas State University
Organizational Leadership Certificate, Business Administration and Management, General
Farm Bureau Financial Services January 2015 - Present
Primerica Financial December 2013 - September 2014
Duckwall Alco January 2012 - June 2013
INTRUST Bank March 2011 - October 2011
Waddell & Reed June 2010 - April 2011
Renaissance Financial October 2008 - February 2010
Skills
Sales, Customer Service, Business Analysis, Analytical Skills, Series 7, Process Improvement, Series 66, Life and Health, Team, Knowledge Management, Negotiation, New Business..., Merchandising, Management, Vision, Coaching, Projects, Marketing, Investments, Stocks, Fashion, Key Performance..., Key Account Management, Communication, Quality Management, Workflow, Workshops, Expenses, Employment, Trends, Targets, Trading, Sales Operations, Client, Collections, Competition, Credit, Valuation, Business, B2B, Best Practices, Networking, New Business Development, Hospitality, Job Descriptions, New Hires, Restaurants, Inventory Management, Sales Management, Training
Education
Chapman High School 1991 — 1995
Diploma, Business
Kansas State University
Bachelor of Science (B.S.), Business Administration, Concentration in Human Resources
Kansas State University
MBA, Business, Management, Marketing, and Related Support Services
Kansas State University
Organizational Leadership Certificate, Business Administration and Management, General
Shannon O'Toole Kuhlman Shannon O'Toole Kuhlman's Renaissance Financial Experience May 2004 - August 2008
Job Chief Talent Officer at Buckingham Family of Financial Services and BAM Advisor Services
Industry Financial Services
Experience
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Buckingham Asset Management January 2011 - December 2014
BAM Advisor Services January 2011 - December 2014
Buckingham Asset Management August 2008 - December 2010
BAM Advisor Services August 2008 - December 2010
Renaissance Financial May 2004 - August 2008
Big Brothers Big Sisters November 2001 - May 2004
TRS Worldwide 2000 - 2001
General Mills June 1999 - May 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Financial Advisory, Investment Strategies, Recruiting, Management, Financial Services, CRM, Human Resources, Fixed Income
Education
University of Missouri-Columbia 1995 — 1999
BA, Consumer & Family Economics
High school
Buckingham Family of Financial Services January 2015 - Present
BAM Advisor Services January 2015 - Present
Buckingham Asset Management January 2011 - December 2014
BAM Advisor Services January 2011 - December 2014
Buckingham Asset Management August 2008 - December 2010
BAM Advisor Services August 2008 - December 2010
Renaissance Financial May 2004 - August 2008
Big Brothers Big Sisters November 2001 - May 2004
TRS Worldwide 2000 - 2001
General Mills June 1999 - May 2000
Skills
Investments, Retirement Planning, Asset Management, Investment Management, Financial Advisory, Investment Strategies, Recruiting, Management, Financial Services, CRM, Human Resources, Fixed Income
Education
University of Missouri-Columbia 1995 — 1999
BA, Consumer & Family Economics
High school
Jen Toussaint Jen Toussaint's Renaissance Financial Experience June 2000 - December 2003
Job Family Support Division at State of Missouri
Industry Government Administration
Experience
State of Missouri August 2008 - Present
Thoele, Inc. June 2007 - July 2008
Griffin Personnel Group January 2004 - February 2007
Renaissance Financial June 2000 - December 2003
Stuhler & Borchers, P.C. June 1997 - May 2000
Education
University of Missouri-Saint Louis 1999 — 2002
Bachelor's degree, Management & Organizational Behavior
St Charles Community College 1998 — 1999
General Studies
Fort Zumwalt South High 1994 — 1998
High School
State of Missouri August 2008 - Present
Thoele, Inc. June 2007 - July 2008
Griffin Personnel Group January 2004 - February 2007
Renaissance Financial June 2000 - December 2003
Stuhler & Borchers, P.C. June 1997 - May 2000
Education
University of Missouri-Saint Louis 1999 — 2002
Bachelor's degree, Management & Organizational Behavior
St Charles Community College 1998 — 1999
General Studies
Fort Zumwalt South High 1994 — 1998
High School
Connor Sharp's Renaissance Financial Experience January 2011 - January 2015
Job Production Specialist
Industry Biotechnology
Experience
Standard Nutrition February 2015 - Present
EvoSci Biotech 2013 - Present
K9O Inc. 2012 - Present
Renaissance Financial January 2011 - January 2015
Skills
Agriculture, Entrepreneurship, Venture Capital, Start-ups, Launching Start-ups, Start-up Consulting, Integrated Supply Chain..., Supply Chain Management, Supply Chain Engineering, Retirement Planning, Estate Planning, Investments, Swine, Insurance, Succession Planning, Business Continuity..., Buy-sell Agreements, Portfolio Management, Investment Advisory, Fixed Annuities, Microsoft Office, Microsoft Excel, Finance, Leadership, Public Speaking, Strategy, Microsoft Word
Education
Texas Christian University 2005 — 2009
Finance, Spanish
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Finance
Standard Nutrition February 2015 - Present
EvoSci Biotech 2013 - Present
K9O Inc. 2012 - Present
Renaissance Financial January 2011 - January 2015
Skills
Agriculture, Entrepreneurship, Venture Capital, Start-ups, Launching Start-ups, Start-up Consulting, Integrated Supply Chain..., Supply Chain Management, Supply Chain Engineering, Retirement Planning, Estate Planning, Investments, Swine, Insurance, Succession Planning, Business Continuity..., Buy-sell Agreements, Portfolio Management, Investment Advisory, Fixed Annuities, Microsoft Office, Microsoft Excel, Finance, Leadership, Public Speaking, Strategy, Microsoft Word
Education
Texas Christian University 2005 — 2009
Finance, Spanish
Texas Christian University - M.J. Neeley School of Business 2005 — 2009
Finance
Austin Drake's Renaissance Financial Experience August 2012 - December 2012
Job Associate Analyst at B. Riley & Co.
Industry Investment Management
Experience
B. Riley & Co. June 2014 - Present
B. Riley & Co. December 2013 - January 2014
Sterneck Capital Management January 2013 - September 2013
Renaissance Financial August 2012 - December 2012
Hoover Materials Handling Group May 2012 - August 2012
Skills
Financial Analysis, Morningstar Office, Microsoft Office, S&P Capital IQ, TD Ameritrade VEO, Financial Modeling, Investments, Bloomberg, Portfolio Management, Microsoft Excel, Microsoft Powerpoint, Valuation, Research, Finance, Due Diligence, Analysis, Wealth Management
Education
University of Kansas 2010 — 2014
Bachelor of Science (BS), Finance and Accounting
B. Riley & Co. June 2014 - Present
B. Riley & Co. December 2013 - January 2014
Sterneck Capital Management January 2013 - September 2013
Renaissance Financial August 2012 - December 2012
Hoover Materials Handling Group May 2012 - August 2012
Skills
Financial Analysis, Morningstar Office, Microsoft Office, S&P Capital IQ, TD Ameritrade VEO, Financial Modeling, Investments, Bloomberg, Portfolio Management, Microsoft Excel, Microsoft Powerpoint, Valuation, Research, Finance, Due Diligence, Analysis, Wealth Management
Education
University of Kansas 2010 — 2014
Bachelor of Science (BS), Finance and Accounting
Krissie (Blake) Ament Krissie (Blake) Ament's Renaissance Financial Experience February 2008 - February 2010
Job Staffing Manager Accounting Principals
Industry Staffing and Recruiting
Experience
Accounting Principals May 2012 - Present
Mariner Holdings October 2011 - May 2012
Renaissance Financial February 2008 - February 2010
Aetna 2006 - 2008
Lockton Companies 1999 - 2004
Skills
Insurance, Customer Relations, Sales, Employee Benefits, Account Management, Customer Service, Strategic Planning, Recruiting, Leadership, Human Resources, Outlook, Healthcare, Risk Management, Microsoft Excel, PowerPoint, Training, Cold Calling, Temporary Placement, Talent Acquisition, Management, College Recruiting, Applicant Tracking..., Staffing Services, Interviews, Business Development, Employee Relations, Negotiation, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Onboarding, Temporary Staffing, Hiring, Permanent Placement, Executive Search, Resume Writing, Screening Resumes
Education
Baker University
Bachelors of Science in Management
Missouri Western State University
Accounting Principals May 2012 - Present
Mariner Holdings October 2011 - May 2012
Renaissance Financial February 2008 - February 2010
Aetna 2006 - 2008
Lockton Companies 1999 - 2004
Skills
Insurance, Customer Relations, Sales, Employee Benefits, Account Management, Customer Service, Strategic Planning, Recruiting, Leadership, Human Resources, Outlook, Healthcare, Risk Management, Microsoft Excel, PowerPoint, Training, Cold Calling, Temporary Placement, Talent Acquisition, Management, College Recruiting, Applicant Tracking..., Staffing Services, Interviews, Business Development, Employee Relations, Negotiation, Technical Recruiting, Sourcing, Internet Recruiting, Contract Recruitment, Onboarding, Temporary Staffing, Hiring, Permanent Placement, Executive Search, Resume Writing, Screening Resumes
Education
Baker University
Bachelors of Science in Management
Missouri Western State University
Mackenzie Sainz Mackenzie Sainz's Renaissance Financial Experience February 2007 - December 2008
Job Child Counselor/Therapist at YWCA of Metropolitan Chicago
Industry Mental Health Care
Experience
YWCA of Metropolitan Chicago October 2013 - Present
Riveredge Hospital April 2011 - October 2013
Riveredge Hospital August 2010 - April 2011
Community Counseling Centers of Chicago - Quetzal Center January 2010 - September 2010
Safe Connections June 2008 - December 2008
Renaissance Financial February 2007 - December 2008
Skills
Art Therapy, Group Therapy, Adolescents, Crisis Intervention, Mental Health, Family Therapy, Psychotherapy, Therapists, Mindfulness, Anger Management, Counseling Psychology, CBT, Mental Health Counseling, Psychology
Education
Adler University 2009 — 2011
MA, Counseling: Art Therapy
Truman State University 2001 — 2006
BFA, Art: Visual Communications
YWCA of Metropolitan Chicago October 2013 - Present
Riveredge Hospital April 2011 - October 2013
Riveredge Hospital August 2010 - April 2011
Community Counseling Centers of Chicago - Quetzal Center January 2010 - September 2010
Safe Connections June 2008 - December 2008
Renaissance Financial February 2007 - December 2008
Skills
Art Therapy, Group Therapy, Adolescents, Crisis Intervention, Mental Health, Family Therapy, Psychotherapy, Therapists, Mindfulness, Anger Management, Counseling Psychology, CBT, Mental Health Counseling, Psychology
Education
Adler University 2009 — 2011
MA, Counseling: Art Therapy
Truman State University 2001 — 2006
BFA, Art: Visual Communications
Dakotah Taylor Dakotah Taylor's Renaissance Financial Experience August 2007 - December 2011
Job Leveraging my passion for relationships and connecting the world's top talent!
Industry Staffing and Recruiting
Experience
First National Bank of Omaha December 2011 - Present
Renaissance Financial August 2007 - December 2011
Aureus Medical Group September 2006 - August 2007
Aureus Medical Group August 2005 - August 2006
Skills
Recruiting, Interviews, Talent Acquisition, Leadership, Sourcing, Management, Hiring, New Business Development, College Recruiting, Employee Relations, Screening, Temporary Placement, Marketing, Applicant Tracking..., Customer Service, Human Resources, Strategic Planning, Time Management, Internet Recruiting, Training, Sales, Technical Recruiting, Onboarding, Cold Calling, New Hire Orientations, Job Fairs, Employee Benefits, Talent Management, Networking, Building Relationships, Temporary Staffing, Staffing Services, Social Networking, Vendor Management, Succession Planning, Communications, Customer Relations, IT Recruitment, Benefits Negotiation, Business Networking, Contract Recruitment, Team Building
Education
Bellevue University 2003 — 2005
Bachelor of Science, Marketing
Kansas State University 2002 — 2003
General
First National Bank of Omaha December 2011 - Present
Renaissance Financial August 2007 - December 2011
Aureus Medical Group September 2006 - August 2007
Aureus Medical Group August 2005 - August 2006
Skills
Recruiting, Interviews, Talent Acquisition, Leadership, Sourcing, Management, Hiring, New Business Development, College Recruiting, Employee Relations, Screening, Temporary Placement, Marketing, Applicant Tracking..., Customer Service, Human Resources, Strategic Planning, Time Management, Internet Recruiting, Training, Sales, Technical Recruiting, Onboarding, Cold Calling, New Hire Orientations, Job Fairs, Employee Benefits, Talent Management, Networking, Building Relationships, Temporary Staffing, Staffing Services, Social Networking, Vendor Management, Succession Planning, Communications, Customer Relations, IT Recruitment, Benefits Negotiation, Business Networking, Contract Recruitment, Team Building
Education
Bellevue University 2003 — 2005
Bachelor of Science, Marketing
Kansas State University 2002 — 2003
General
Brian Dowey Brian Dowey's Renaissance Financial Experience 2000 - 2002
Job Director, Client Leadership 84.51
Industry Marketing and Advertising
Experience
84.51˚ July 2012 - Present
Catalina Marketing 2008 - July 2012
Kimberly-Clark May 2003 - 2008
Renaissance Financial 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Account Management, Marketing, Sales Operations, CRM, Sales, Leadership, Competitive Analysis, Analytics, Brand Management, Direct Marketing
Education
University of Missouri-Columbia 1996 — 2000
BA, Communication
84.51˚ July 2012 - Present
Catalina Marketing 2008 - July 2012
Kimberly-Clark May 2003 - 2008
Renaissance Financial 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Account Management, Marketing, Sales Operations, CRM, Sales, Leadership, Competitive Analysis, Analytics, Brand Management, Direct Marketing
Education
University of Missouri-Columbia 1996 — 2000
BA, Communication
Joshua Herrmann's Renaissance Financial Experience February 2014 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial February 2014 - Present
FedEx Services July 2008 - January 2014
FedEx Express April 2006 - June 2008
Skills
Sales Operations, Customer Satisfaction, Leadership, Competitive Analysis, Cold Calling, Account Management, Sales Process, New Business Development
Education
Bellevue University
Bachelor of Science, Marketing Management
University of Notre Dame
Executive Certificate in Negotiation
Wahoo High School
High School Degree
Renaissance Financial February 2014 - Present
FedEx Services July 2008 - January 2014
FedEx Express April 2006 - June 2008
Skills
Sales Operations, Customer Satisfaction, Leadership, Competitive Analysis, Cold Calling, Account Management, Sales Process, New Business Development
Education
Bellevue University
Bachelor of Science, Marketing Management
University of Notre Dame
Executive Certificate in Negotiation
Wahoo High School
High School Degree
Howie Fleischer's Renaissance Financial Experience 1998 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial 1998 - Present
Skills
Retirement Planning
Education
Ottawa University 1968 — 1972
Renaissance Financial 1998 - Present
Skills
Retirement Planning
Education
Ottawa University 1968 — 1972
Mark Bolar Mark Bolar's Renaissance Financial Experience September 2009 - June 2010
Job Executive in Marketing, Product Management and Sales
Industry Telecommunications
Experience
TWG Consulting, Inc February 2008 - Present
Alexander Open Systems November 2010 - April 2011
Renaissance Financial September 2009 - June 2010
Embarq 2005 - 2007
Sprint 1997 - 2005
Sprint Nextel 1997 - 2005
General Cable 1996 - 1997
Belden 1993 - 1996
Beta Theta Pi 1987 - 1991
Skills
Online Advertising, RFP, Requirements Analysis, Market Development, Product Management, Finance, Telecommunications, Product Development, Innovation, Thought Leadership, Marketing Strategy, Team Leadership, Process Improvement, New Business Development, Business Planning, Leadership, Competitive Analysis, B2B, Strategic Partnerships, Business Development, Business Strategy, Strategy, Cross-functional Team..., Vendor Management, Market Research, Executive Management, Sales, CRM, Entrepreneurship, Sales Management, Professional Services, Go-to-market Strategy, Risk Management, Mobile Devices, SaaS, Start-ups, Analytics, P&L Management, Cloud Computing, Product Marketing, Management Consulting, Segmentation, Management, Program Management, Marketing, Consulting, Strategic Planning, Project Management, Wireless
Education
Miami University 1991 — 1992
MBA, Marketing
Wichita State University 1982 — 1987
BA, Political Science, Minor in Business
TWG Consulting, Inc February 2008 - Present
Alexander Open Systems November 2010 - April 2011
Renaissance Financial September 2009 - June 2010
Embarq 2005 - 2007
Sprint 1997 - 2005
Sprint Nextel 1997 - 2005
General Cable 1996 - 1997
Belden 1993 - 1996
Beta Theta Pi 1987 - 1991
Skills
Online Advertising, RFP, Requirements Analysis, Market Development, Product Management, Finance, Telecommunications, Product Development, Innovation, Thought Leadership, Marketing Strategy, Team Leadership, Process Improvement, New Business Development, Business Planning, Leadership, Competitive Analysis, B2B, Strategic Partnerships, Business Development, Business Strategy, Strategy, Cross-functional Team..., Vendor Management, Market Research, Executive Management, Sales, CRM, Entrepreneurship, Sales Management, Professional Services, Go-to-market Strategy, Risk Management, Mobile Devices, SaaS, Start-ups, Analytics, P&L Management, Cloud Computing, Product Marketing, Management Consulting, Segmentation, Management, Program Management, Marketing, Consulting, Strategic Planning, Project Management, Wireless
Education
Miami University 1991 — 1992
MBA, Marketing
Wichita State University 1982 — 1987
BA, Political Science, Minor in Business
Ethan Hutcheson Ethan Hutcheson's Renaissance Financial Experience January 2014 - October 2014
Job Wealth Advisor at FirstPoint Financial
Industry Financial Services
Experience
Mariner Wealth Advisors November 2014 - Present
FirstPoint Financial November 2014 - Present
Renaissance Financial January 2014 - October 2014
Edward Jones June 2013 - August 2013
Alliance Property Management, Inc May 2011 - May 2012
1-800-GOT-JUNK? May 2010 - August 2010
Baron BMW April 2009 - August 2009
Education
College for Financial Planning 2014 — 2015
AAMS
Kansas State University 2008 — 2013
Business, Finance
Olathe East High School 2006 — 2009
Mariner Wealth Advisors November 2014 - Present
FirstPoint Financial November 2014 - Present
Renaissance Financial January 2014 - October 2014
Edward Jones June 2013 - August 2013
Alliance Property Management, Inc May 2011 - May 2012
1-800-GOT-JUNK? May 2010 - August 2010
Baron BMW April 2009 - August 2009
Education
College for Financial Planning 2014 — 2015
AAMS
Kansas State University 2008 — 2013
Business, Finance
Olathe East High School 2006 — 2009
Teresa Quante Teresa Quante's Renaissance Financial Experience December 2009 - October 2010
Job Executive Assistant, BarnesJewish Hospital
Industry Hospital & Health Care
Experience
Gregory A. Patterson Realty. LLC January 2015 - Present
Barnes-Jewish Hospital April 2014 - Present
Cassidy Turley February 2011 - April 2014
Renaissance Financial December 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Insurance, Finance
Education
Webster University 2015 — 2018
Graduate, Business Administration and Management, General
Southeast Missouri State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alaska Fairbanks 2005 — 2006
General Studies
Gregory A. Patterson Realty. LLC January 2015 - Present
Barnes-Jewish Hospital April 2014 - Present
Cassidy Turley February 2011 - April 2014
Renaissance Financial December 2009 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Photoshop, Insurance, Finance
Education
Webster University 2015 — 2018
Graduate, Business Administration and Management, General
Southeast Missouri State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General
University of Alaska Fairbanks 2005 — 2006
General Studies
Susan Currie Susan Currie's Renaissance Financial Experience 2002 - 2004
Job Senior Territory Manager at Ormco A Danaher Company
Industry Medical Devices
Experience
Ormco - A Danaher Company April 2015 - Present
Hu-Friedy Mfg. Co., LLC June 2014 - April 2015
Axis SybronEndo - KaVo Kerr Group - A Danaher Company 2012 - 2014
PayNet, Inc. 2008 - 2012
GCG Financial 2007 - 2008
GCG Financial 2006 - 2007
GCG Financial 2004 - 2006
Renaissance Financial 2002 - 2004
Skills
Sales, Portfolio Management, Marketing, Account Management, Recruiting, Selling, Sales Operations, Business Development, CRM, Marketing Strategy, Sales Process, Banking, Cold Calling, Management
Education
Northern Illinois University 1997 — 2000
B.S., Marketing
Iowa State University 1995 — 1997
Ormco - A Danaher Company April 2015 - Present
Hu-Friedy Mfg. Co., LLC June 2014 - April 2015
Axis SybronEndo - KaVo Kerr Group - A Danaher Company 2012 - 2014
PayNet, Inc. 2008 - 2012
GCG Financial 2007 - 2008
GCG Financial 2006 - 2007
GCG Financial 2004 - 2006
Renaissance Financial 2002 - 2004
Skills
Sales, Portfolio Management, Marketing, Account Management, Recruiting, Selling, Sales Operations, Business Development, CRM, Marketing Strategy, Sales Process, Banking, Cold Calling, Management
Education
Northern Illinois University 1997 — 2000
B.S., Marketing
Iowa State University 1995 — 1997
Julie Hercules Julie Hercules's Renaissance Financial Experience September 1994 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial September 1994 - Present
McDonnell Douglas May 1982 - July 1994
Skills
Retirement Planning, Investments, Insurance, Financial Services
Education
Lindenwood University 1984 — 1992
MBA, Finance, Business, Mathematics
Renaissance Financial September 1994 - Present
McDonnell Douglas May 1982 - July 1994
Skills
Retirement Planning, Investments, Insurance, Financial Services
Education
Lindenwood University 1984 — 1992
MBA, Finance, Business, Mathematics
Clay Adam Clay Adam's Renaissance Financial Experience July 2008 - March 2010
Job Vice President of Operations at Digital Concepts
Industry Executive Office
Experience
Digital Concepts, Inc. June 2010 - Present
Renaissance Financial July 2008 - March 2010
Balfour Beatty Rail July 2005 - March 2008
SpeQtrum 2002 - 2005
Invensys Metering Systems 2001 - 2002
DataTrax Systems 1998 - 2001
Invensys 1995 - 1998
McDonnell Douglas 1991 - 1995
Skills
Risk Management, Investments, Internal Audit, Supply Chain Management, Strategic Financial..., Financial Analysis, Accounting, Process Improvement, Managerial Finance, Mergers, Strategic Planning, Financial Modeling, Finance, Financial Reporting, Budgets, Management, Leadership, Business Analysis, Portfolio Management, Payroll, Operations Management, Auditing, Forecasting, Access, Credit, Due Diligence, Business Development, Strategy, Executive Management, Project Management, Inventory Management, Business Strategy, Acquisition Integration, Contract Negotiation, ERP, Negotiation, Team Building, Mergers & Acquisitions, Cost Accounting, Business Planning, Cross-functional Team..., Management Consulting, Entrepreneurship, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Cash Management, Start-ups, Insurance, Change Management
Education
Saint Louis University 1994 — 1998
MBA
Saint Louis University 1988 — 1991
Bachelor of Science (BS), Accounting and International Business
Digital Concepts, Inc. June 2010 - Present
Renaissance Financial July 2008 - March 2010
Balfour Beatty Rail July 2005 - March 2008
SpeQtrum 2002 - 2005
Invensys Metering Systems 2001 - 2002
DataTrax Systems 1998 - 2001
Invensys 1995 - 1998
McDonnell Douglas 1991 - 1995
Skills
Risk Management, Investments, Internal Audit, Supply Chain Management, Strategic Financial..., Financial Analysis, Accounting, Process Improvement, Managerial Finance, Mergers, Strategic Planning, Financial Modeling, Finance, Financial Reporting, Budgets, Management, Leadership, Business Analysis, Portfolio Management, Payroll, Operations Management, Auditing, Forecasting, Access, Credit, Due Diligence, Business Development, Strategy, Executive Management, Project Management, Inventory Management, Business Strategy, Acquisition Integration, Contract Negotiation, ERP, Negotiation, Team Building, Mergers & Acquisitions, Cost Accounting, Business Planning, Cross-functional Team..., Management Consulting, Entrepreneurship, Sarbanes-Oxley Act, Internal Controls, Cash Flow, Cash Management, Start-ups, Insurance, Change Management
Education
Saint Louis University 1994 — 1998
MBA
Saint Louis University 1988 — 1991
Bachelor of Science (BS), Accounting and International Business
Ryan J. Miller Ryan J. Miller's Renaissance Financial Experience February 2010 - Present
Job Shareholder, Financial Advisor, Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial February 2010 - Present
Outside sales August 1999 - February 2010
Skills
Retirement, Long-term Care, Financial Advisory, Customer Service, Life Insurance, Securities, Leadership, Strategy
Education
South Dakota State University 1994 — 1999
Renaissance Financial February 2010 - Present
Outside sales August 1999 - February 2010
Skills
Retirement, Long-term Care, Financial Advisory, Customer Service, Life Insurance, Securities, Leadership, Strategy
Education
South Dakota State University 1994 — 1999
Garton, Macauley G. Garton Garton, Macauley G. Garton's Renaissance Financial Experience June 2014 - August 2014
Job Congressional Intern at Congressman Blaine Luetkemeyer
Industry Investment Banking
Experience
Congressman Blaine Luetkemeyer August 2015 - Present
Penguin Dueling Piano Bar August 2013 - December 2014
Renaissance Financial June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Teamwork, Data Analysis, Access, Leadership
Education
University of Missouri-Columbia, College of Business 2011 — 2016
Finance and Banking
Congressman Blaine Luetkemeyer August 2015 - Present
Penguin Dueling Piano Bar August 2013 - December 2014
Renaissance Financial June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Teamwork, Data Analysis, Access, Leadership
Education
University of Missouri-Columbia, College of Business 2011 — 2016
Finance and Banking
Brett W. Kampwerth's Renaissance Financial Experience July 2006 - February 2007
Job Lead Asset Management at Dynegy
Industry Oil & Energy
Experience
Dynegy March 2015 - Present
Dynegy December 2013 - March 2015
Ameren August 2012 - December 2013
Stifel Financial Corp. October 2011 - August 2012
Stifel Financial Corp. August 2009 - October 2011
Century Securities and Associates July 2007 - August 2009
Renaissance Financial July 2006 - February 2007
Skills
Series 7, Investments, Mutual Funds, Asset Management, Portfolio Management, Due Diligence, Asset Allocation, Wealth Management, Investment Strategies, Commodity, Microsoft Excel, Strategic Financial..., Trading
Education
SOUTHERN ILLINOIS UNIVERSITY 2003 — 2005
Bachelor, Science; Finance and Economics
Southwestern Illinois College 2000 — 2003
Associates of Arts, Business Administration and Management, General
Dynegy March 2015 - Present
Dynegy December 2013 - March 2015
Ameren August 2012 - December 2013
Stifel Financial Corp. October 2011 - August 2012
Stifel Financial Corp. August 2009 - October 2011
Century Securities and Associates July 2007 - August 2009
Renaissance Financial July 2006 - February 2007
Skills
Series 7, Investments, Mutual Funds, Asset Management, Portfolio Management, Due Diligence, Asset Allocation, Wealth Management, Investment Strategies, Commodity, Microsoft Excel, Strategic Financial..., Trading
Education
SOUTHERN ILLINOIS UNIVERSITY 2003 — 2005
Bachelor, Science; Finance and Economics
Southwestern Illinois College 2000 — 2003
Associates of Arts, Business Administration and Management, General
Ryan Finke Ryan Finke's Renaissance Financial Experience January 2014 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial January 2014 - Present
Renaissance Financial January 2013 - December 2013
Citi August 2012 - December 2012
Skills
Financial Advisory, Life Insurance, Financial Planning, 401k, Disability Insurance, Social Security, Investment Portfolio
Education
Saint Louis University 2010 — 2013
Bachelor's Degree, B.S.B.A. Concentration in Finance
Helias Catholic High School 2006 — 2010
High School
Renaissance Financial January 2014 - Present
Renaissance Financial January 2013 - December 2013
Citi August 2012 - December 2012
Skills
Financial Advisory, Life Insurance, Financial Planning, 401k, Disability Insurance, Social Security, Investment Portfolio
Education
Saint Louis University 2010 — 2013
Bachelor's Degree, B.S.B.A. Concentration in Finance
Helias Catholic High School 2006 — 2010
High School
Jennifer Detering Jennifer Detering's Renaissance Financial Experience June 2004 - February 2005
Job Supervisory Analyst at the Federal Reserve Bank of St. Louis
Industry Banking
Experience
Federal Reserve Bank of St. Louis December 2012 - Present
Office of the Comptroller of the Currency June 2008 - December 2012
Montgomery Bank February 2005 - June 2008
Renaissance Financial June 2004 - February 2005
Skills
Credit Analysis, Banking, Credit, Loans, Credit Risk, Financial Analysis, Bank Secrecy Act, Risk Management, Financial Regulation, Underwriting, Retail Banking, AML, Enterprise Risk..., OFAC, Microsoft Excel, Risk Assessment, Mortgage Lending, Microsoft Office, Customer Service, Commercial Lending, Finance, Commercial Banking, Loan Origination
Education
Webster University 2005 — 2007
MBA, Business Administration
University of Missouri-Columbia, College of Business 2002 — 2004
BA, Finance and Banking
St. Louis Community College 2000 — 2002
Associates, General Studies
Federal Reserve Bank of St. Louis December 2012 - Present
Office of the Comptroller of the Currency June 2008 - December 2012
Montgomery Bank February 2005 - June 2008
Renaissance Financial June 2004 - February 2005
Skills
Credit Analysis, Banking, Credit, Loans, Credit Risk, Financial Analysis, Bank Secrecy Act, Risk Management, Financial Regulation, Underwriting, Retail Banking, AML, Enterprise Risk..., OFAC, Microsoft Excel, Risk Assessment, Mortgage Lending, Microsoft Office, Customer Service, Commercial Lending, Finance, Commercial Banking, Loan Origination
Education
Webster University 2005 — 2007
MBA, Business Administration
University of Missouri-Columbia, College of Business 2002 — 2004
BA, Finance and Banking
St. Louis Community College 2000 — 2002
Associates, General Studies
Cherie Lewis's Renaissance Financial Experience April 2009 - Present
Job Marketing & Financial Services Professional
Industry Financial Services
Experience
Renaissance Financial April 2009 - Present
Buckingham Asset Management January 2008 - October 2008
Volz, Inc. February 2006 - August 2007
Theatre Council Productions July 2004 - October 2005
University of Missouri - St. Louis July 2003 - June 2004
Show Me Center October 1998 - May 2003
Education
Southeast Missouri State University 1998 — 2002
BSBA & BS, Integrated Marketing & Advertising
Renaissance Financial April 2009 - Present
Buckingham Asset Management January 2008 - October 2008
Volz, Inc. February 2006 - August 2007
Theatre Council Productions July 2004 - October 2005
University of Missouri - St. Louis July 2003 - June 2004
Show Me Center October 1998 - May 2003
Education
Southeast Missouri State University 1998 — 2002
BSBA & BS, Integrated Marketing & Advertising
Michael Wilhelm Michael Wilhelm's Renaissance Financial Experience June 2015 - Present
Job Intern at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial June 2015 - Present
Champions Run Golf Course February 2010 - Present
TD Ameritrade August 2014 - December 2014
Follett Higher Education Group December 2012 - December 2013
Skills
Management, Leadership, Microsoft Office, Microsoft Word, Risk Management, Public Speaking, Budgets, Social Media, Investments, Customer Service
Education
Creighton University's Heider College of Business 2012 — 2016
Finance, Services Track, Senior
Renaissance Financial June 2015 - Present
Champions Run Golf Course February 2010 - Present
TD Ameritrade August 2014 - December 2014
Follett Higher Education Group December 2012 - December 2013
Skills
Management, Leadership, Microsoft Office, Microsoft Word, Risk Management, Public Speaking, Budgets, Social Media, Investments, Customer Service
Education
Creighton University's Heider College of Business 2012 — 2016
Finance, Services Track, Senior
Katie Scott's Renaissance Financial Experience May 2015 - Present
Job Director of Recruiting at Renaissance Financial
Industry Human Resources
Experience
Renaissance Financial May 2015 - Present
Cerner Corporation September 2012 - December 2014
Benedictine College August 2011 - September 2012
Skills
Team Leadership, Leadership, Recruiting, Public Speaking, Microsoft Office, Fundraising, Event Planning, Social Media, Nonprofits, Team Building, Microsoft Excel, Community Outreach, Social Networking, Human Resources, Staff Development
Education
Benedictine College 2007 — 2011
Bachelor of Arts
Bishop Miege High School
Renaissance Financial May 2015 - Present
Cerner Corporation September 2012 - December 2014
Benedictine College August 2011 - September 2012
Skills
Team Leadership, Leadership, Recruiting, Public Speaking, Microsoft Office, Fundraising, Event Planning, Social Media, Nonprofits, Team Building, Microsoft Excel, Community Outreach, Social Networking, Human Resources, Staff Development
Education
Benedictine College 2007 — 2011
Bachelor of Arts
Bishop Miege High School
Brent Coggins Brent Coggins's Renaissance Financial Experience May 2011 - March 2012
Job Financial Analyst II at UMB Bank
Industry Banking
Experience
UMB Bank March 2014 - Present
Lockton Affinity June 2012 - February 2014
Renaissance Financial May 2011 - March 2012
Skills
Analysis, Retirement Planning, Customer Service, Insurance, Investments, Risk Management, Strategic Financial..., Health Insurance
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (M.B.A.), Finance
University of Kansas 2007 — 2011
B.G.S., Economics; Minor in Business
UMB Bank March 2014 - Present
Lockton Affinity June 2012 - February 2014
Renaissance Financial May 2011 - March 2012
Skills
Analysis, Retirement Planning, Customer Service, Insurance, Investments, Risk Management, Strategic Financial..., Health Insurance
Education
University of Missouri-Kansas City 2013 — 2016
Master of Business Administration (M.B.A.), Finance
University of Kansas 2007 — 2011
B.G.S., Economics; Minor in Business
Claire Leuck's Renaissance Financial Experience May 2009 - August 2009
Job Customer Business Manager, ConAgra Foods
Industry Food & Beverages
Experience
ConAgra Foods June 2014 - Present
ConAgra Foods November 2013 - June 2014
ConAgra Foods February 2013 - November 2013
ConAgra Foods November 2011 - February 2013
ConAgra Foods January 2011 - November 2011
Creighton University Office of Undergraduate Admissions September 2007 - December 2010
ConAgra Foods March 2010 - August 2010
Renaissance Financial May 2009 - August 2009
Enterprise Bank & Trust May 2008 - August 2008
Skills
Management, Sales, Sales Operations, Analysis, Finance, Time Management, Accounting, Budgets, Data Analysis, Leadership, Market Research, Marketing, Strategic Planning, Process Improvement, SharePoint, Recruiting, Access, Cross-functional Team..., Forecasting, Inventory Management
Education
Creighton University 2007 — 2010
BSBA, Finance, emphasis in Financial Services
ConAgra Foods June 2014 - Present
ConAgra Foods November 2013 - June 2014
ConAgra Foods February 2013 - November 2013
ConAgra Foods November 2011 - February 2013
ConAgra Foods January 2011 - November 2011
Creighton University Office of Undergraduate Admissions September 2007 - December 2010
ConAgra Foods March 2010 - August 2010
Renaissance Financial May 2009 - August 2009
Enterprise Bank & Trust May 2008 - August 2008
Skills
Management, Sales, Sales Operations, Analysis, Finance, Time Management, Accounting, Budgets, Data Analysis, Leadership, Market Research, Marketing, Strategic Planning, Process Improvement, SharePoint, Recruiting, Access, Cross-functional Team..., Forecasting, Inventory Management
Education
Creighton University 2007 — 2010
BSBA, Finance, emphasis in Financial Services
Jonathan Jines's Renaissance Financial Experience June 2011 - August 2012
Job Analytical Business Professional
Industry Financial Services
Experience
Softchoice January 2013 - January 2014
Renaissance Financial June 2011 - August 2012
Skills
Account Management, Sales, Mutual Funds, Financial Reporting, Cold Calling, Business Analysis, Retirement Planning, Strategic Financial..., Uniform Combined State..., Direct Sales, Investments, Business Development, Financial Analysis, Insurance, Portfolio Management, Financial Planning, Leadership
Education
University of Kansas
BS, Business Administration
CIMBA
Undergraduate, Business
Softchoice January 2013 - January 2014
Renaissance Financial June 2011 - August 2012
Skills
Account Management, Sales, Mutual Funds, Financial Reporting, Cold Calling, Business Analysis, Retirement Planning, Strategic Financial..., Uniform Combined State..., Direct Sales, Investments, Business Development, Financial Analysis, Insurance, Portfolio Management, Financial Planning, Leadership
Education
University of Kansas
BS, Business Administration
CIMBA
Undergraduate, Business
Trey Page Trey Page's Renaissance Financial Experience May 2010 - August 2010
Job Corporate Banking Senior Associate at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services August 2012 - Present
PNC Financial Services 2011 - 2011
Renaissance Financial May 2010 - August 2010
Skills
Microsoft Excel, Credit Analysis, Underwriting, Banking, Credit Risk, Microsoft Word, Financial Analysis, Corporate Finance, Commercial Banking, PowerPoint, Social Media, Credit, Mergers & Acquisitions, Finance, Analysis, Financial Modeling
Education
University of Missouri-Columbia
Bachelor of Business Administration (B.B.A.), Finance and Banking
University of Missouri-Columbia, College of Business
Banking, Corporate, Finance, and Securities Law
PNC Financial Services August 2012 - Present
PNC Financial Services 2011 - 2011
Renaissance Financial May 2010 - August 2010
Skills
Microsoft Excel, Credit Analysis, Underwriting, Banking, Credit Risk, Microsoft Word, Financial Analysis, Corporate Finance, Commercial Banking, PowerPoint, Social Media, Credit, Mergers & Acquisitions, Finance, Analysis, Financial Modeling
Education
University of Missouri-Columbia
Bachelor of Business Administration (B.B.A.), Finance and Banking
University of Missouri-Columbia, College of Business
Banking, Corporate, Finance, and Securities Law
Daniel Sexton, CFA Daniel Sexton, CFA's Renaissance Financial Experience May 2009 - May 2011
Job Associate Business Development Executive at FlexShares ETFs/Northern Trust Asset Management
Industry Investment Management
Experience
Northern Trust Asset Management January 2015 - Present
Northern Trust Global Investments September 2011 - January 2015
Renaissance Financial May 2009 - May 2011
Charles Baum State Auditor June 2010 - November 2010
DHR International September 2008 - November 2008
Smith Barney May 2007 - August 2007
Kohner Properties Inc. May 2006 - August 2006
Skills
Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Equities, Business Development, ETFs, Equity Trading, Fixed Income, Asset Allocation, Finance, Investment Strategies, Hedge Funds, Securities, Investment Advisory
Education
Miami University 2004 — 2008
Bachelor of Arts, Economics, Finance, Spanish
CEA Cultural Studies Abroad 2007 — 2007
Economics, International Business
Saint Louis Priory 2000 — 2004
Northern Trust Asset Management January 2015 - Present
Northern Trust Global Investments September 2011 - January 2015
Renaissance Financial May 2009 - May 2011
Charles Baum State Auditor June 2010 - November 2010
DHR International September 2008 - November 2008
Smith Barney May 2007 - August 2007
Kohner Properties Inc. May 2006 - August 2006
Skills
Asset Management, Investments, Series 7, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Financial Analysis, Strategic Financial..., Asset Managment, Equities, Business Development, ETFs, Equity Trading, Fixed Income, Asset Allocation, Finance, Investment Strategies, Hedge Funds, Securities, Investment Advisory
Education
Miami University 2004 — 2008
Bachelor of Arts, Economics, Finance, Spanish
CEA Cultural Studies Abroad 2007 — 2007
Economics, International Business
Saint Louis Priory 2000 — 2004
Matthew Jungers Matthew Jungers's Renaissance Financial Experience September 2008 - October 2009
Job Senior Trainer at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group December 2014 - Present
UnitedHealth Group December 2012 - December 2014
UnitedHealthcare July 2011 - December 2012
Wells Fargo Home Mortgage April 2010 - June 2011
North Star Resource Group October 2009 - March 2010
Renaissance Financial September 2008 - October 2009
Missouri State University July 2007 - August 2008
Great Southern Bank December 2005 - August 2008
Skills
Customer Service, Marketing, Public Speaking, Microsoft Office, Teamwork, Securities, Leadership, Internet Explorer, Outlook, Budget, Insurance, Financial Analysis, PowerPoint, Microsoft Excel, Event Planning, Time Management, Finance, Budgets, Training, Team Building, Team Leadership, Leadership Development, Process Improvement, Project Management, Healthcare, Employee Training
Education
Missouri State University 2004 — 2008
B.S. Degree; B.S. Degree, Administrative Management; Finance
UnitedHealth Group December 2014 - Present
UnitedHealth Group December 2012 - December 2014
UnitedHealthcare July 2011 - December 2012
Wells Fargo Home Mortgage April 2010 - June 2011
North Star Resource Group October 2009 - March 2010
Renaissance Financial September 2008 - October 2009
Missouri State University July 2007 - August 2008
Great Southern Bank December 2005 - August 2008
Skills
Customer Service, Marketing, Public Speaking, Microsoft Office, Teamwork, Securities, Leadership, Internet Explorer, Outlook, Budget, Insurance, Financial Analysis, PowerPoint, Microsoft Excel, Event Planning, Time Management, Finance, Budgets, Training, Team Building, Team Leadership, Leadership Development, Process Improvement, Project Management, Healthcare, Employee Training
Education
Missouri State University 2004 — 2008
B.S. Degree; B.S. Degree, Administrative Management; Finance
Barrett Morehead Barrett Morehead's Renaissance Financial Experience May 2013 - Present
Job Supervisor/ bartender at DoubleTree by Hilton
Industry Financial Services
Experience
Bank Midwest, a Division of NBH Bank, N.A. August 2015 - Present
DoubleTree by Hilton April 2014 - Present
Renaissance Financial May 2013 - Present
Campus Bar and Grill January 2012 - Present
Kirksville Country Club November 2007 - August 2011
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Arts (B.A.), Economics
Rockhurst University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Bank Midwest, a Division of NBH Bank, N.A. August 2015 - Present
DoubleTree by Hilton April 2014 - Present
Renaissance Financial May 2013 - Present
Campus Bar and Grill January 2012 - Present
Kirksville Country Club November 2007 - August 2011
Education
University of Missouri-Columbia 2011 — 2014
Bachelor of Arts (B.A.), Economics
Rockhurst University 2010 — 2011
Bachelor of Arts (B.A.), Economics
Bradley Hoene's Renaissance Financial Experience September 2010 - August 2013
Job
Industry Farming
Experience
Syngenta August 2013 - Present
Renaissance Financial September 2010 - August 2013
Hoene Farms Inc. May 2002 - September 2010
American National Insurance May 2009 - May 2010
Skills
Strategic Financial..., Finance, Investment Strategies, Agribusiness, New Business Development, Farms, Agriculture, Marketing, Investments, Financial Planning, Strategy
Education
University of Missouri-Columbia 2006 — 2010
BS, Agriculture Economics, Agriculture Systems Management
Syngenta August 2013 - Present
Renaissance Financial September 2010 - August 2013
Hoene Farms Inc. May 2002 - September 2010
American National Insurance May 2009 - May 2010
Skills
Strategic Financial..., Finance, Investment Strategies, Agribusiness, New Business Development, Farms, Agriculture, Marketing, Investments, Financial Planning, Strategy
Education
University of Missouri-Columbia 2006 — 2010
BS, Agriculture Economics, Agriculture Systems Management
Jeremy Meyer's Renaissance Financial Experience May 2013 - August 2013
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Renaissance Financial May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Time Management, Morningstar, Accounting, Financial Analysis, Budgets, Customer Service, Marketing, Leadership, Social Networking, Management, Finance, Investments, Social Media, Team Leadership, Team Building
Education
Northwest Missouri State University 2011 — 2015
Bachelor of Science (B.S.), Financial Management and Business Management
Elkhorn High School 2007 — 2011
Northwestern Mutual May 2015 - Present
Northwestern Mutual January 2015 - May 2015
Renaissance Financial May 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Public Speaking, Time Management, Morningstar, Accounting, Financial Analysis, Budgets, Customer Service, Marketing, Leadership, Social Networking, Management, Finance, Investments, Social Media, Team Leadership, Team Building
Education
Northwest Missouri State University 2011 — 2015
Bachelor of Science (B.S.), Financial Management and Business Management
Elkhorn High School 2007 — 2011
Andrew Freund Andrew Freund's Renaissance Financial Experience August 2015 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial August 2015 - Present
ANF Investments, LLC March 2012 - Present
Whitfield School August 2012 - Present
Total Hockey October 2012 - May 2013
Skills
Real Estate, Investment Properties, Residential Homes, Property Management, Rentals, Microsoft Office, Communication, Social Media, Time Management, Marketing, Customer Service, Microsoft Excel, PowerPoint, Sales
Education
Webster University 2013 — 2014
Master of Business Administration (M.B.A.), Emphasis in Finance, 3.78
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communications Management - Minor Economics
Whitfield High School 2003 — 2008
Renaissance Financial August 2015 - Present
ANF Investments, LLC March 2012 - Present
Whitfield School August 2012 - Present
Total Hockey October 2012 - May 2013
Skills
Real Estate, Investment Properties, Residential Homes, Property Management, Rentals, Microsoft Office, Communication, Social Media, Time Management, Marketing, Customer Service, Microsoft Excel, PowerPoint, Sales
Education
Webster University 2013 — 2014
Master of Business Administration (M.B.A.), Emphasis in Finance, 3.78
University of Dayton 2008 — 2012
Bachelor of Arts (B.A.), Communications Management - Minor Economics
Whitfield High School 2003 — 2008
Michael Tokic's Renaissance Financial Experience January 2014 - May 2014
Job Student at University of Kansas
Industry Financial Services
Experience
Applied Portfolio Management (APM) August 2015 - Present
The University of Kansas January 2015 - Present
Microsoft May 2015 - August 2015
H&R Block May 2014 - August 2014
Renaissance Financial January 2014 - May 2014
Skills
Leadership, Time Management, Highly Ambitious, Academic Achievement, Superior Work Ethic, Learning Quickly, Teamwork, Problem Solving, Tech Savy, Personal Development, Strongly self-motivated, Innovation, Microsoft Excel, PowerPoint, Computers, Communication, Microsoft Office, Community Service, Access, Financial Accounting, Oral & Written..., Respect, Giving Back, Kindness, Compassion, Soccer, Perseverance, Multi Tasking, Social Media, Microsoft Word, Microsoft Technologies, Mac OS, Calculus, Diligent
Education
University of Kansas 2012 — 2016
Bachelor's degree, Finance, Senior
St. Thomas Aquinas High School 2008 — 2012
High School Diploma, Mathematics, German Studies
Applied Portfolio Management (APM) August 2015 - Present
The University of Kansas January 2015 - Present
Microsoft May 2015 - August 2015
H&R Block May 2014 - August 2014
Renaissance Financial January 2014 - May 2014
Skills
Leadership, Time Management, Highly Ambitious, Academic Achievement, Superior Work Ethic, Learning Quickly, Teamwork, Problem Solving, Tech Savy, Personal Development, Strongly self-motivated, Innovation, Microsoft Excel, PowerPoint, Computers, Communication, Microsoft Office, Community Service, Access, Financial Accounting, Oral & Written..., Respect, Giving Back, Kindness, Compassion, Soccer, Perseverance, Multi Tasking, Social Media, Microsoft Word, Microsoft Technologies, Mac OS, Calculus, Diligent
Education
University of Kansas 2012 — 2016
Bachelor's degree, Finance, Senior
St. Thomas Aquinas High School 2008 — 2012
High School Diploma, Mathematics, German Studies
Nicole Shores's Renaissance Financial Experience April 2007 - June 2007
Job Senior Technical Specialist at Edward Jones
Industry Financial Services
Experience
Edward Jones November 2014 - Present
Edward Jones January 2013 - November 2014
Edward Jones February 2009 - January 2013
St.Charles City-County Library District September 2002 - July 2009
American General Finance June 2007 - February 2009
Renaissance Financial April 2007 - June 2007
Skills
Financial Analysis, Banking, Process Improvement, Customer Service, Financial Services
Education
University of Missouri-Saint Louis 2014 — 2017
Master of Business Administration (MBA), International Business
University of Missouri-Saint Louis 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General; Management, 3.3 gpa
St Charles Community College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General, 3.5 gpa
Edward Jones November 2014 - Present
Edward Jones January 2013 - November 2014
Edward Jones February 2009 - January 2013
St.Charles City-County Library District September 2002 - July 2009
American General Finance June 2007 - February 2009
Renaissance Financial April 2007 - June 2007
Skills
Financial Analysis, Banking, Process Improvement, Customer Service, Financial Services
Education
University of Missouri-Saint Louis 2014 — 2017
Master of Business Administration (MBA), International Business
University of Missouri-Saint Louis 2006 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General; Management, 3.3 gpa
St Charles Community College 2003 — 2006
Associate of Arts (A.A.), Business Administration and Management, General, 3.5 gpa
Jeff Daneff's Renaissance Financial Experience July 2006 - December 2008
Job Chief Financial Officer at Terre Haute Regional Hospital (HCA)
Industry Hospital & Health Care
Experience
Terre Haute Regional Hospital (HCA) March 2015 - Present
Oro Valley Hospital & Northwest Medical Center (CHS) January 2013 - March 2015
Alegent-Creighton Health System April 2011 - January 2013
Alegent-Creighton Health System September 2010 - April 2011
TD Ameritrade January 2008 - September 2010
Renaissance Financial July 2006 - December 2008
Skills
Financial Reporting, Financial Analysis, Budgeting, Financial Modeling, Risk Management, Data Analysis, Forecasting, Strategic Planning, Accounting, Process Improvement, Healthcare, Account Management, Analysis, Investments, Strategic Financial..., Auditing, Healthcare Management, Healthcare Reimbursement, Healthcare Analytics, Inventory Management, Business Strategy, Operations Management, Compliance, Negotiation, Insurance, Business Analysis, Financial Planning
Education
Creighton University 2012 — 2016
Master of Finance (MSF)
Creighton University 2012 — 2015
Master of Business Intelligence and Analytics (MS-BIA)
Creighton University 2012 — 2015
Master of Business Administration (MBA)
Creighton University
Bachelors Degree, Finance and Economics
Terre Haute Regional Hospital (HCA) March 2015 - Present
Oro Valley Hospital & Northwest Medical Center (CHS) January 2013 - March 2015
Alegent-Creighton Health System April 2011 - January 2013
Alegent-Creighton Health System September 2010 - April 2011
TD Ameritrade January 2008 - September 2010
Renaissance Financial July 2006 - December 2008
Skills
Financial Reporting, Financial Analysis, Budgeting, Financial Modeling, Risk Management, Data Analysis, Forecasting, Strategic Planning, Accounting, Process Improvement, Healthcare, Account Management, Analysis, Investments, Strategic Financial..., Auditing, Healthcare Management, Healthcare Reimbursement, Healthcare Analytics, Inventory Management, Business Strategy, Operations Management, Compliance, Negotiation, Insurance, Business Analysis, Financial Planning
Education
Creighton University 2012 — 2016
Master of Finance (MSF)
Creighton University 2012 — 2015
Master of Business Intelligence and Analytics (MS-BIA)
Creighton University 2012 — 2015
Master of Business Administration (MBA)
Creighton University
Bachelors Degree, Finance and Economics
Patrick VanCleave Patrick VanCleave's Renaissance Financial Experience November 2013 - Present
Job Financial Advisor at Renaissance Financial Corp.
Industry Financial Services
Experience
Renaissance Financial November 2013 - Present
Success Promotions May 2011 - May 2013
Skills
Financial Planning, Investments
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Marketing
DeSmet Jesuit High School 2003 — 2007
Renaissance Financial November 2013 - Present
Success Promotions May 2011 - May 2013
Skills
Financial Planning, Investments
Education
University of Missouri-Columbia 2007 — 2011
Bachelor's degree, Marketing
DeSmet Jesuit High School 2003 — 2007
Eric Korth Eric Korth's Renaissance Financial Experience June 2015 - August 2015
Job Student at the University of MissouriColumbia
Industry Financial Services
Experience
Renaissance Financial June 2015 - August 2015
Gunter Pest & Lawn May 2013 - August 2015
3 & 2 Baseball Fields April 2013 - August 2013
Hy-Vee May 2012 - December 2012
Skills
Management, Leadership, Risk Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Renaissance Financial June 2015 - August 2015
Gunter Pest & Lawn May 2013 - August 2015
3 & 2 Baseball Fields April 2013 - August 2013
Hy-Vee May 2012 - December 2012
Skills
Management, Leadership, Risk Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management
Education
University of Missouri-Columbia 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General, Junior
Dylan McLeod Dylan McLeod's Renaissance Financial Experience December 2014 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial December 2014 - Present
Interface Security Systems May 2013 - May 2014
student August 2010 - May 2014
Interface Security Systems May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Marketing, Maptitude, Microsoft CRM, Project Management, Salesforce.com, Navision, Operations Management, Financial Advisory, Wealth Management, Wealth Accumulation, Financial Planning
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Senior
Indiana University Bloomington
Indiana University Bloomington
Renaissance Financial December 2014 - Present
Interface Security Systems May 2013 - May 2014
student August 2010 - May 2014
Interface Security Systems May 2009 - August 2010
Skills
Microsoft Excel, Microsoft Office, Finance, PowerPoint, Marketing, Maptitude, Microsoft CRM, Project Management, Salesforce.com, Navision, Operations Management, Financial Advisory, Wealth Management, Wealth Accumulation, Financial Planning
Education
University of Missouri-Columbia 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Senior
Indiana University Bloomington
Indiana University Bloomington
Austin Simpson Austin Simpson's Renaissance Financial Experience March 2014 - September 2014
Job Support Analyist Intern at Enterprise Fleet Management
Industry Information Technology and Services
Experience
Enterprise Fleet Management May 2015 - Present
Transportation Company August 2011 - Present
Renaissance Financial March 2014 - September 2014
Convergys August 2012 - October 2012
Skills
HTML, Microsoft Office, Computer Repair, Computer Hardware, Dispatching, Sales, Visual Basic, SAP, Trucking, Logistics, Computer Management, Microsoft Suites, JavaSE, VoIP, Active Directory, Batch Programming, Computer Network...
Education
Saint Louis University 2013 — 2015
Jefferson College 2011 — 2013
Associate of Arts (AA)
Enterprise Fleet Management May 2015 - Present
Transportation Company August 2011 - Present
Renaissance Financial March 2014 - September 2014
Convergys August 2012 - October 2012
Skills
HTML, Microsoft Office, Computer Repair, Computer Hardware, Dispatching, Sales, Visual Basic, SAP, Trucking, Logistics, Computer Management, Microsoft Suites, JavaSE, VoIP, Active Directory, Batch Programming, Computer Network...
Education
Saint Louis University 2013 — 2015
Jefferson College 2011 — 2013
Associate of Arts (AA)
Stacy Androuais Stacy Androuais's Renaissance Financial Experience Membership LeadUniversity of Missouri Student Recreation ComplexNovember 2006 - December 2010
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial Membership LeadUniversity of Missouri Student Recreation ComplexNovember 2006 - December 2010
Skills
Financial Planning, Investment Advisory, Insurance Planning, Strategic Financial..., Retirement, Series 7, Employee Benefits, Finance, Investments
Education
University of Missouri-Columbia, College of Business
Business Administration, Finance & Banking, Economics
Renaissance Financial Membership LeadUniversity of Missouri Student Recreation ComplexNovember 2006 - December 2010
Skills
Financial Planning, Investment Advisory, Insurance Planning, Strategic Financial..., Retirement, Series 7, Employee Benefits, Finance, Investments
Education
University of Missouri-Columbia, College of Business
Business Administration, Finance & Banking, Economics
Jarett C. Olivastro, CFP®, CLU® Jarett C. Olivastro, CFP®, CLU®'s Renaissance Financial Experience July 2015 - Present
Job Financial Advisor and Shareholder at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial July 2015 - Present
Renaissance Financial September 2006 - Present
Education
University of Missouri-Columbia
Business Administration, Finance & Banking
Renaissance Financial July 2015 - Present
Renaissance Financial September 2006 - Present
Education
University of Missouri-Columbia
Business Administration, Finance & Banking
Albany Craig Albany Craig's Renaissance Financial Experience February 2013 - Present
Job Administrative Assistant at Renaissance Financial Corporation
Industry Financial Services
Experience
Renaissance Financial February 2013 - Present
EXPRESS August 2008 - June 2015
Bougie Magazine August 2011 - August 2012
Partners for Youth January 2011 - May 2011
The Beauty Boudoir May 2011 - 2011
Victoria's Secret June 2007 - July 2008
Skills
Fashion, Merchandising, Styling, Fashion Shows, Apparel, Visual Merchandising, Trend Analysis, Trend, Wardrobe, Trend Forecasting, Fashion Writing, Personal Shopping, Beauty, Blogging, Fashion Illustration, Social Media
Education
The University of Texas 2005 — 2011
Bachelor of Arts Degree, Communication, Communication Studies
The University of Texas at San Antonio 2005 — 2011
BA, Public Relations
Renaissance Financial February 2013 - Present
EXPRESS August 2008 - June 2015
Bougie Magazine August 2011 - August 2012
Partners for Youth January 2011 - May 2011
The Beauty Boudoir May 2011 - 2011
Victoria's Secret June 2007 - July 2008
Skills
Fashion, Merchandising, Styling, Fashion Shows, Apparel, Visual Merchandising, Trend Analysis, Trend, Wardrobe, Trend Forecasting, Fashion Writing, Personal Shopping, Beauty, Blogging, Fashion Illustration, Social Media
Education
The University of Texas 2005 — 2011
Bachelor of Arts Degree, Communication, Communication Studies
The University of Texas at San Antonio 2005 — 2011
BA, Public Relations
Joelle Hollinger Joelle Hollinger's Renaissance Financial Experience October 2014 - Present
Job Marketing and Public Relations Coordinator at Renaissance Financial
Industry Computer Hardware
Experience
Renaissance Financial October 2014 - Present
GFI Digital November 2013 - October 2014
Mount Pleasant Winery September 2010 - June 2013
Skills
Excel, Insurance, Health Insurance, Outlook, PowerPoint, Public Relations, Microsoft Office, Customer Relations, Customer Service, Account Management, Word, Employee Benefits, Promotions, Event Management, Social Media, Microsoft Excel, Management, Analysis, Marketing, Team Building, Microsoft Word, Sales, Leadership, Customer Satisfaction, Time Management, Strategic Planning, Recruiting, Budgets, Human Resources, Training, Employee Relations, Event Planning, Nonprofits
Education
Maryville University of Saint Louis 2001 — 2005
B.A., Marketing
Maryville University of Saint Louis 2001 — 2005
B.A. Integrated Marketing Communications, Marketing, Public Relations
Renaissance Financial October 2014 - Present
GFI Digital November 2013 - October 2014
Mount Pleasant Winery September 2010 - June 2013
Skills
Excel, Insurance, Health Insurance, Outlook, PowerPoint, Public Relations, Microsoft Office, Customer Relations, Customer Service, Account Management, Word, Employee Benefits, Promotions, Event Management, Social Media, Microsoft Excel, Management, Analysis, Marketing, Team Building, Microsoft Word, Sales, Leadership, Customer Satisfaction, Time Management, Strategic Planning, Recruiting, Budgets, Human Resources, Training, Employee Relations, Event Planning, Nonprofits
Education
Maryville University of Saint Louis 2001 — 2005
B.A., Marketing
Maryville University of Saint Louis 2001 — 2005
B.A. Integrated Marketing Communications, Marketing, Public Relations
Tyler Anderson's Renaissance Financial Experience March 2010 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial March 2010 - Present
Skills
Wealth Management, Investments, Insurance, Holistic Financial..., Qualified Retirement...
Education
The University of Kansas 2005 — 2009
Finance, Psychology, Business
Renaissance Financial March 2010 - Present
Skills
Wealth Management, Investments, Insurance, Holistic Financial..., Qualified Retirement...
Education
The University of Kansas 2005 — 2009
Finance, Psychology, Business
Matt Kruse Matt Kruse's Renaissance Financial Experience January 2007 - Present
Job Manager, Information Technology at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial January 2007 - Present
Citizens National Bank of Greater St. Louis November 2004 - January 2007
Circuit City January 2003 - November 2004
Skills
VMware ESX, Disaster Recovery, Windows Server, Server Administration, Microsoft SQL Server, Microsoft Office, Access, Active Directory, Hyper-V, Windows 7, Dell PowerEdge Servers, Windows XP Pro, DFS, Visio, SharePoint, SharePoint Designer, ShoreTel, Laserfiche, CCNA, Dell PowerVault, Microsoft Technologies
Education
Webster University 2011 — 2014
Information Management, Computer Science
St. Louis Community College 2003 — 2005
A.S., Infomation Technology
Renaissance Financial January 2007 - Present
Citizens National Bank of Greater St. Louis November 2004 - January 2007
Circuit City January 2003 - November 2004
Skills
VMware ESX, Disaster Recovery, Windows Server, Server Administration, Microsoft SQL Server, Microsoft Office, Access, Active Directory, Hyper-V, Windows 7, Dell PowerEdge Servers, Windows XP Pro, DFS, Visio, SharePoint, SharePoint Designer, ShoreTel, Laserfiche, CCNA, Dell PowerVault, Microsoft Technologies
Education
Webster University 2011 — 2014
Information Management, Computer Science
St. Louis Community College 2003 — 2005
A.S., Infomation Technology
Jason Riney, CFP® Jason Riney, CFP®'s Renaissance Financial Experience 2007 - Present
Job Shareholder & Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
St. Louis Sports Commission January 2012 - Present
SouthSide Early Childhood Center May 2011 - Present
South City Family YMCA 2008 - Present
Renaissance Financial 2007 - Present
Skills
CERTIFIED FINANCIAL...
Education
Truman State University 1997 — 2001
St. Louis Sports Commission January 2012 - Present
SouthSide Early Childhood Center May 2011 - Present
South City Family YMCA 2008 - Present
Renaissance Financial 2007 - Present
Skills
CERTIFIED FINANCIAL...
Education
Truman State University 1997 — 2001
Wyatt Swartz Wyatt Swartz's Renaissance Financial Experience September 2011 - June 2014
Job Investment Adviser at W. Swartz & Co.
Industry Financial Services
Experience
W. Swartz & Co., LLC May 2015 - Present
Fisher Investments October 2014 - April 2015
Renaissance Financial September 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Skills
Strategy, Finance, Management, Small Business, Series 7, Financial Analysis, Retirement Planning, Banking, Investments, Portfolio Management, FINRA
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration
University of Missouri-Columbia
Bachelor of Arts (BA), History
W. Swartz & Co., LLC May 2015 - Present
Fisher Investments October 2014 - April 2015
Renaissance Financial September 2011 - June 2014
Merrill Lynch June 2010 - August 2010
Skills
Strategy, Finance, Management, Small Business, Series 7, Financial Analysis, Retirement Planning, Banking, Investments, Portfolio Management, FINRA
Education
University of Missouri-Columbia
Bachelor of Science (BS), Business Administration
University of Missouri-Columbia
Bachelor of Arts (BA), History
Anne Daum Anne Daum's Renaissance Financial Experience August 2012 - Present
Job Assistant to Director of Advisor Development at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial August 2012 - Present
Tower Grove Park February 2011 - August 2012
DHL Global Forwarding April 2010 - June 2011
Bath and Body Works December 2006 - July 2010
Live Nation May 2009 - August 2009
Skills
Customer Service, Event Planning, Event Management, Social Networking, Coordinating Events, Social Media, Facebook, Marketing Communications, Time Management, PowerPoint, Microsoft Office, Sponsorship, Outlook
Education
University of Missouri-Columbia 2006 — 2009
Bachelors of Arts, Communication
Renaissance Financial August 2012 - Present
Tower Grove Park February 2011 - August 2012
DHL Global Forwarding April 2010 - June 2011
Bath and Body Works December 2006 - July 2010
Live Nation May 2009 - August 2009
Skills
Customer Service, Event Planning, Event Management, Social Networking, Coordinating Events, Social Media, Facebook, Marketing Communications, Time Management, PowerPoint, Microsoft Office, Sponsorship, Outlook
Education
University of Missouri-Columbia 2006 — 2009
Bachelors of Arts, Communication
Chad Maple Chad Maple's Renaissance Financial Experience June 2011 - August 2011
Job Regional Sales Manager at SpecChem
Industry Financial Services
Experience
SpecChem June 2012 - Present
Owen Lumber Company June 2007 - June 2012
Renaissance Financial June 2011 - August 2011
Belltower Books August 2010 - May 2011
Skills
Program Management, Networking, Marketing, Sales, Investments, Customer Service, Social Networking, New Business Development, Microsoft Word, Management
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science in Business Administration; Bachelor of Arts in International Studies, Finance and Spanish
University of Bergamo 2010 — 2011
Bachelor's Degree, International Finance
SpecChem June 2012 - Present
Owen Lumber Company June 2007 - June 2012
Renaissance Financial June 2011 - August 2011
Belltower Books August 2010 - May 2011
Skills
Program Management, Networking, Marketing, Sales, Investments, Customer Service, Social Networking, New Business Development, Microsoft Word, Management
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science in Business Administration; Bachelor of Arts in International Studies, Finance and Spanish
University of Bergamo 2010 — 2011
Bachelor's Degree, International Finance
Cole Grandfield Cole Grandfield's Renaissance Financial Experience February 2008 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial February 2008 - Present
Education
University of Nebraska at Omaha 2006 — 2007
Bachelor's, Finance
Southern Arkansas University 2005 — 2006
Indian Hills Community College 2005 — 2005
Associates
University of Iowa 2003 — 2004
Renaissance Financial February 2008 - Present
Education
University of Nebraska at Omaha 2006 — 2007
Bachelor's, Finance
Southern Arkansas University 2005 — 2006
Indian Hills Community College 2005 — 2005
Associates
University of Iowa 2003 — 2004
Nate Matthews Nate Matthews's Renaissance Financial Experience September 2004 - May 2005
Job Accountant at Dierbergs Markets
Industry Accounting
Experience
Dierbergs Markets April 2013 - Present
Schnurbusch & Associates, LLC December 2007 - April 2013
Southwest Bank May 2005 - November 2007
Renaissance Financial September 2004 - May 2005
Schnuck Markets, Inc. September 2003 - May 2004
Education
University of Missouri-Saint Louis
Master, Accounting
Saint Louis University
Bachelor of Science (BS), Accounting and Finance
St. John's Jesuit High School
Dierbergs Markets April 2013 - Present
Schnurbusch & Associates, LLC December 2007 - April 2013
Southwest Bank May 2005 - November 2007
Renaissance Financial September 2004 - May 2005
Schnuck Markets, Inc. September 2003 - May 2004
Education
University of Missouri-Saint Louis
Master, Accounting
Saint Louis University
Bachelor of Science (BS), Accounting and Finance
St. John's Jesuit High School
Griffin Voth Griffin Voth's Renaissance Financial Experience 2006 - 2007
Job Portfolio Manager at US Bank
Industry Investment Management
Experience
US Bank: Private Client Group May 2013 - Present
US Bank: Private Client Group October 2010 - May 2013
US Bank, Private Client Group April 2007 - November 2010
Renaissance Financial 2006 - 2007
Skills
Portfolio Management, Asset Managment, Alternative Investments, Options Strategies, Wealth Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Management, Securities, Investment Management, Options, Finance, Financial Services, Strategy, Retirement Planning, Financial Advisory, Asset Management
Education
University of Missouri-Columbia 2004 — 2006
Bachelor of Science (BS), Finance and Banking
Maryville University of Saint Louis 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
US Bank: Private Client Group May 2013 - Present
US Bank: Private Client Group October 2010 - May 2013
US Bank, Private Client Group April 2007 - November 2010
Renaissance Financial 2006 - 2007
Skills
Portfolio Management, Asset Managment, Alternative Investments, Options Strategies, Wealth Management, Investments, Asset Allocation, Fixed Income, Mutual Funds, Management, Securities, Investment Management, Options, Finance, Financial Services, Strategy, Retirement Planning, Financial Advisory, Asset Management
Education
University of Missouri-Columbia 2004 — 2006
Bachelor of Science (BS), Finance and Banking
Maryville University of Saint Louis 2002 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Josh Ross Josh Ross's Renaissance Financial Experience May 2007 - May 2008
Job Corporate Finance Manager at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group January 2015 - Present
Janus Capital Group January 2013 - December 2014
Janus Capital Group May 2011 - December 2012
Vail Resorts December 2008 - April 2011
Gates Corporation July 2010 - February 2011
Renaissance Financial May 2007 - May 2008
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, Bloomberg, Cash Flow Forecasting, Mutual Funds, Financial Forecasting, Expense Allocation, SAP BW, Scenario Planning, Sensitivity Analysis, Corporate FP&A, SAP BPC
Education
Washington University in St. Louis 2004 — 2008
BA, Economics, Political Science
University of Denver - Daniels College of Business 2009 — 2011
MBA, Finance
Janus Capital Group January 2015 - Present
Janus Capital Group January 2013 - December 2014
Janus Capital Group May 2011 - December 2012
Vail Resorts December 2008 - April 2011
Gates Corporation July 2010 - February 2011
Renaissance Financial May 2007 - May 2008
Skills
Financial Modeling, Corporate Finance, Microsoft Excel, Bloomberg, Cash Flow Forecasting, Mutual Funds, Financial Forecasting, Expense Allocation, SAP BW, Scenario Planning, Sensitivity Analysis, Corporate FP&A, SAP BPC
Education
Washington University in St. Louis 2004 — 2008
BA, Economics, Political Science
University of Denver - Daniels College of Business 2009 — 2011
MBA, Finance
Frederic Hughes's Renaissance Financial Experience August 2015 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial August 2015 - Present
Hotel Capstone May 2014 - December 2014
Posh LLC September 2014 - October 2014
Access Marketing St. Louis June 2013 - August 2013
Vector Marketing May 2013 - August 2013
Libertine Restaurant May 2013 - July 2013
Skills
Sales, Event Management, Marketing, Public Relations, Microsoft Office, Facebook, Hotels, Advertising, Food & Beverage, Event Planning, Customer Service, Hospitality Management, Hospitality
Education
University of Alabama 2011 — 2014
Whitfield School 2005 — 2010
Renaissance Financial August 2015 - Present
Hotel Capstone May 2014 - December 2014
Posh LLC September 2014 - October 2014
Access Marketing St. Louis June 2013 - August 2013
Vector Marketing May 2013 - August 2013
Libertine Restaurant May 2013 - July 2013
Skills
Sales, Event Management, Marketing, Public Relations, Microsoft Office, Facebook, Hotels, Advertising, Food & Beverage, Event Planning, Customer Service, Hospitality Management, Hospitality
Education
University of Alabama 2011 — 2014
Whitfield School 2005 — 2010
Lindsey Wolf Kerber, CFP®, CFS Lindsey Wolf Kerber, CFP®, CFS's Renaissance Financial Experience May 2003 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial May 2003 - Present
Renaissance Financial May 2002 - May 2003
BKD, LLP December 2001 - May 2002
Skills
Financial Advisory, Investments, Insurance, Financial Planners, Retirement Planning, Series 7, Estate Planning, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Mutual Funds, Investment Advisory, Wealth Management, Financial Services, Asset Allocation, Finance
Education
Saint Louis University 1999 — 2003
BS, Finance, General
Renaissance Financial May 2003 - Present
Renaissance Financial May 2002 - May 2003
BKD, LLP December 2001 - May 2002
Skills
Financial Advisory, Investments, Insurance, Financial Planners, Retirement Planning, Series 7, Estate Planning, Strategic Financial..., Financial Analysis, Portfolio Management, Financial Modeling, Mutual Funds, Investment Advisory, Wealth Management, Financial Services, Asset Allocation, Finance
Education
Saint Louis University 1999 — 2003
BS, Finance, General
Evan McGinnis Evan McGinnis's Renaissance Financial Experience August 2010 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial August 2010 - Present
Education
University of Missouri-Columbia 2004 — 2009
Bachelor of Science, Personal Financial Planning
DeSmet
Renaissance Financial August 2010 - Present
Education
University of Missouri-Columbia 2004 — 2009
Bachelor of Science, Personal Financial Planning
DeSmet
Peggy Yoder Peggy Yoder's Renaissance Financial Experience January 2000 - May 2000
Job Business Development Director
Industry Financial Services
Experience
USAA September 2010 - Present
USAA May 2005 - November 2010
The Boeing Company January 2003 - May 2005
Monsanto May 2001 - December 2002
Solutia Incorporated June 2000 - March 2001
Renaissance Financial January 2000 - May 2000
The Boeing Company November 1985 - December 1999
Education
Texas State University 2013 — 2018
Master of Arts (M.A.), Marriage and Family Therapy/Counseling
Saint Louis University 2003 — 2006
MBA, Business Management
University of Missouri-Saint Louis 1986 — 1990
BSBA, Marketing
USAA September 2010 - Present
USAA May 2005 - November 2010
The Boeing Company January 2003 - May 2005
Monsanto May 2001 - December 2002
Solutia Incorporated June 2000 - March 2001
Renaissance Financial January 2000 - May 2000
The Boeing Company November 1985 - December 1999
Education
Texas State University 2013 — 2018
Master of Arts (M.A.), Marriage and Family Therapy/Counseling
Saint Louis University 2003 — 2006
MBA, Business Management
University of Missouri-Saint Louis 1986 — 1990
BSBA, Marketing
Abbey Willen Abbey Willen's Renaissance Financial Experience October 2011 - Present
Job Administrative Assistant at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial October 2011 - Present
The BRMC Group Inc. October 2008 - January 2011
Nate Berkus Associates August 2008 - January 2009
Red Bull 2007 - 2008
Skills
Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Social Media, Event Planning, Advertising, Marketing Strategy, Marketing Research, Event Management, Public Relations, Media Planning, Social Networking, PowerPoint
Education
Spring Hill College 2004 — 2008
Bachelors, Marketing
Renaissance Financial October 2011 - Present
The BRMC Group Inc. October 2008 - January 2011
Nate Berkus Associates August 2008 - January 2009
Red Bull 2007 - 2008
Skills
Marketing, Social Media Marketing, Digital Marketing, Email Marketing, Social Media, Event Planning, Advertising, Marketing Strategy, Marketing Research, Event Management, Public Relations, Media Planning, Social Networking, PowerPoint
Education
Spring Hill College 2004 — 2008
Bachelors, Marketing
Tim DeFosset's Renaissance Financial Experience July 2009 - May 2010
Job Risk and Compliance Manager at Protiviti
Industry Insurance
Experience
Protiviti July 2015 - Present
Protiviti September 2014 - Present
Stifel Financial Corp. June 2013 - September 2014
Reinsurance Group of America October 2011 - June 2013
Reinsurance Group of America June 2010 - October 2011
Renaissance Financial July 2009 - May 2010
Skills
Auditing, Internal Controls, Internal Audit, Investment Management, Investments, SOX Compliancy, Control Theory, Quality Control, Contract Negotiation, Project Management, Project Planning, International Project..., International Relations, Standards Compliance, Compliance Testing, Financial Modeling
Education
Saint Louis University 2011 — 2013
MBA, Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Protiviti July 2015 - Present
Protiviti September 2014 - Present
Stifel Financial Corp. June 2013 - September 2014
Reinsurance Group of America October 2011 - June 2013
Reinsurance Group of America June 2010 - October 2011
Renaissance Financial July 2009 - May 2010
Skills
Auditing, Internal Controls, Internal Audit, Investment Management, Investments, SOX Compliancy, Control Theory, Quality Control, Contract Negotiation, Project Management, Project Planning, International Project..., International Relations, Standards Compliance, Compliance Testing, Financial Modeling
Education
Saint Louis University 2011 — 2013
MBA, Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science in Business Administration, Finance
Daniel Shay Daniel Shay's Renaissance Financial Experience September 2012 - January 2013
Job Financial Planning Associate at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc. May 2013 - Present
Renaissance Financial September 2012 - January 2013
PRA International February 2008 - August 2010
Skills
Financial Analysis, Document Management
Education
University of Kansas 2010 — 2012
Bachelor of Science, FinanceMay 2012
Oklahoma State University 2005 — 2007
Chemical Engineering
Stepp & Rothwell, Inc. May 2013 - Present
Renaissance Financial September 2012 - January 2013
PRA International February 2008 - August 2010
Skills
Financial Analysis, Document Management
Education
University of Kansas 2010 — 2012
Bachelor of Science, FinanceMay 2012
Oklahoma State University 2005 — 2007
Chemical Engineering
Charlie Ferretti Charlie Ferretti's Renaissance Financial Experience October 2012 - Present
Job Financial Advisor at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial October 2012 - Present
Asset Consulting Group June 2011 - August 2011
Oppenheimer & Co. May 2010 - August 2010
Meramec Valley Bank May 2009 - August 2009
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Renaissance Financial October 2012 - Present
Asset Consulting Group June 2011 - August 2011
Oppenheimer & Co. May 2010 - August 2010
Meramec Valley Bank May 2009 - August 2009
Education
University of Missouri-Columbia, College of Business 2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Daniel Sen Daniel Sen's Renaissance Financial Experience January 2011 - August 2011
Job Analyst at ALPS Advisors, Inc.
Industry Financial Services
Experience
ALPS Advisors, Inc. July 2015 - Present
ALPS, A DST Company October 2014 - June 2015
ALPS, A DST Company September 2013 - October 2014
Renaissance Financial January 2011 - August 2011
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance
CFA Institute
Level III Candidate
University of International Business and Economics 2012 — 2012
Officer Candidate School, United States Marine Corps 2010 — 2010
Officer Candidate
ALPS Advisors, Inc. July 2015 - Present
ALPS, A DST Company October 2014 - June 2015
ALPS, A DST Company September 2013 - October 2014
Renaissance Financial January 2011 - August 2011
Education
Saint Louis University 2009 — 2013
Bachelor of Science in Business Administration, Finance
CFA Institute
Level III Candidate
University of International Business and Economics 2012 — 2012
Officer Candidate School, United States Marine Corps 2010 — 2010
Officer Candidate
Christine Morgenthaler Christine Morgenthaler's Renaissance Financial Experience
Job Director, Compliance and Investment Operations at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial
Education
University of Dayton 2003 — 2007
BS, Mathematics, Economics
Renaissance Financial
Education
University of Dayton 2003 — 2007
BS, Mathematics, Economics
Kyle Kilman Kyle Kilman's Renaissance Financial Experience September 2011 - March 2012
Job Jet Underwriter at RGA
Industry Financial Services
Experience
Reinsurance Group of America, Incorporated July 2014 - Present
Reinsurance Group of America, Incorporated October 2013 - June 2014
Reinsurance Group of America April 2012 - September 2013
Renaissance Financial September 2011 - March 2012
Skills
Series 7, Series 66
Education
University of Missouri-Columbia 2007 — 2011
Reinsurance Group of America, Incorporated July 2014 - Present
Reinsurance Group of America, Incorporated October 2013 - June 2014
Reinsurance Group of America April 2012 - September 2013
Renaissance Financial September 2011 - March 2012
Skills
Series 7, Series 66
Education
University of Missouri-Columbia 2007 — 2011
Kelly Zigaitis's Renaissance Financial Experience January 2007 - August 2011
Job Chief Compliance Officer at Scottrade
Industry Financial Services
Experience
Scottrade January 2013 - Present
Scottrade August 2011 - December 2012
Renaissance Financial January 2007 - August 2011
Sandberg Phoenix & von Gontard P.C. August 2004 - December 2006
Skills
Public Speaking, Investments, Research, Financial Services, Negotiation, Strategic Planning, Small Business, Equities, Corporate Law, Banking, Analysis
Education
Washington University in St. Louis School of Law 2001 — 2004
Juris Doctor
Southeast Missouri State University 1997 — 2001
B.S, Psychology and Communication Disorders
Sikeston Senior High School
Scottrade January 2013 - Present
Scottrade August 2011 - December 2012
Renaissance Financial January 2007 - August 2011
Sandberg Phoenix & von Gontard P.C. August 2004 - December 2006
Skills
Public Speaking, Investments, Research, Financial Services, Negotiation, Strategic Planning, Small Business, Equities, Corporate Law, Banking, Analysis
Education
Washington University in St. Louis School of Law 2001 — 2004
Juris Doctor
Southeast Missouri State University 1997 — 2001
B.S, Psychology and Communication Disorders
Sikeston Senior High School
Nate Goodman's Renaissance Financial Experience August 2009 - June 2011
Job Associate Financial Advisor at BOK Financial
Industry Financial Services
Experience
BOK Financial June 2011 - Present
Renaissance Financial August 2009 - June 2011
GTRUST Financial Partners July 2008 - August 2008
Skills
Securities, FINRA, Investments, Finance, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Management, Risk Management, Insurance, Portfolio Management, Asset Allocation, Series 7, Life Insurance, Financial Analysis, Estate Planning, Retirement, Financial Advisory
Education
Kansas State University 2005 — 2009
BS, Marketing
BOK Financial June 2011 - Present
Renaissance Financial August 2009 - June 2011
GTRUST Financial Partners July 2008 - August 2008
Skills
Securities, FINRA, Investments, Finance, Wealth Management, Investment Advisory, Strategic Financial..., Retirement Planning, Mutual Funds, Asset Management, Risk Management, Insurance, Portfolio Management, Asset Allocation, Series 7, Life Insurance, Financial Analysis, Estate Planning, Retirement, Financial Advisory
Education
Kansas State University 2005 — 2009
BS, Marketing
Chase Sutton Chase Sutton's Renaissance Financial Experience June 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Renaissance Financial June 2012 - Present
Stream Realty Partners July 2008 - November 2011
Education
University of Arizona 2000 — 2003
BS, Psychology
Renaissance Financial June 2012 - Present
Stream Realty Partners July 2008 - November 2011
Education
University of Arizona 2000 — 2003
BS, Psychology
Patrick Amey Patrick Amey's Renaissance Financial Experience March 2009 - November 2012
Job Financial Planning Associate at KHC Wealth Management Services
Industry Investment Management
Experience
KHC Wealth Management Services October 2012 - Present
Renaissance Financial March 2009 - November 2012
Blue Lion Elite Lacrosse January 2008 - 2011
Rockhurst High School 2007 - 2011
Education
Rockhurst University 2007 — 2008
MBA, Finance and Management
University of Kansas 2002 — 2007
Business Management and Leadership
Rockhurst High School 1998 — 2002
KHC Wealth Management Services October 2012 - Present
Renaissance Financial March 2009 - November 2012
Blue Lion Elite Lacrosse January 2008 - 2011
Rockhurst High School 2007 - 2011
Education
Rockhurst University 2007 — 2008
MBA, Finance and Management
University of Kansas 2002 — 2007
Business Management and Leadership
Rockhurst High School 1998 — 2002
Michael Laskowitz Michael Laskowitz's Renaissance Financial Experience April 2010 - March 2012
Job Project Manager
Industry Insurance
Experience
Aon March 2012 - Present
Renaissance Financial April 2010 - March 2012
Central Parking System December 2009 - April 2010
Central Parking System October 2009 - December 2009
City of Richmond Heights June 2004 - July 2009
City of Springfield Public Works May 2008 - March 2009
Keystone Event Staffing December 2007 - January 2008
City of Richmond Heights September 2004 - May 2005
Skills
Insurance, Customer Service, Sales, Account Management, Strategic Planning, Management, Leadership, Business Analysis, Microsoft Office, Data Entry, Employee Benefits, Negotiation, Microsoft Excel, Budgets, Risk Management, Microsoft Word, PowerPoint, Analysis, Team Building
Education
Missouri State University 2005 — 2009
Bachelor of Science, Administrative Management
Aon March 2012 - Present
Renaissance Financial April 2010 - March 2012
Central Parking System December 2009 - April 2010
Central Parking System October 2009 - December 2009
City of Richmond Heights June 2004 - July 2009
City of Springfield Public Works May 2008 - March 2009
Keystone Event Staffing December 2007 - January 2008
City of Richmond Heights September 2004 - May 2005
Skills
Insurance, Customer Service, Sales, Account Management, Strategic Planning, Management, Leadership, Business Analysis, Microsoft Office, Data Entry, Employee Benefits, Negotiation, Microsoft Excel, Budgets, Risk Management, Microsoft Word, PowerPoint, Analysis, Team Building
Education
Missouri State University 2005 — 2009
Bachelor of Science, Administrative Management
Paul Krupp Paul Krupp's Renaissance Financial Experience June 2012 - July 2012
Job College Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
University of Missouri August 2013 - Present
Renaissance Financial June 2012 - July 2012
Skills
Organization Skills, Leadership, Time Management, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Teamwork, Customer Service, Social Networking, Facebook
Education
University of Missouri-Columbia 2013 — 2017
Finance, General
Northwestern Mutual May 2015 - Present
University of Missouri August 2013 - Present
Renaissance Financial June 2012 - July 2012
Skills
Organization Skills, Leadership, Time Management, Microsoft Word, Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Teamwork, Customer Service, Social Networking, Facebook
Education
University of Missouri-Columbia 2013 — 2017
Finance, General
Pam Holway Pam Holway's Renaissance Financial Experience December 2014 - Present
Job Financial Planning Assistant at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial December 2014 - Present
Mason Contractors Association of St. Louis June 2003 - December 2014
UHY / Grace Wealth Advisors April 2002 - June 2003
Lincoln Financial Advisors April 1999 - January 2002
American Mutual Underwriters, Ltd. March 1997 - March 1999
Skills
Communications, Supervisory, Organizational..., Spreadsheets, Quickbooks, Customer Service, Outlook, Excel, PowerPoint, Microsoft Office, Word, Time Management, Insurance, Customer Relations, Administration, Accounts Receivable, Research, Supervisory Skills, Access, Non-profits, Database Administration, Budgeting, Coordination, Event Planning, Inventory Management, Writing, Problem Solving, Purchasing, Contract Negotiation, Planning, Analysis, Editing, Event Management, Administrative Support, Data Entry, Office Management, Scheduling, Typing, Invoicing, Office Administration, Accounts Payable, Billing, Data Analysis, Confidentiality, Calendars, Documentation, Internet Research, Vendor Relations, Calendaring, Process Improvement
Education
Chaminade University of Honolulu 1997 — 1998
Certificate, Paralegal
Renaissance Financial December 2014 - Present
Mason Contractors Association of St. Louis June 2003 - December 2014
UHY / Grace Wealth Advisors April 2002 - June 2003
Lincoln Financial Advisors April 1999 - January 2002
American Mutual Underwriters, Ltd. March 1997 - March 1999
Skills
Communications, Supervisory, Organizational..., Spreadsheets, Quickbooks, Customer Service, Outlook, Excel, PowerPoint, Microsoft Office, Word, Time Management, Insurance, Customer Relations, Administration, Accounts Receivable, Research, Supervisory Skills, Access, Non-profits, Database Administration, Budgeting, Coordination, Event Planning, Inventory Management, Writing, Problem Solving, Purchasing, Contract Negotiation, Planning, Analysis, Editing, Event Management, Administrative Support, Data Entry, Office Management, Scheduling, Typing, Invoicing, Office Administration, Accounts Payable, Billing, Data Analysis, Confidentiality, Calendars, Documentation, Internet Research, Vendor Relations, Calendaring, Process Improvement
Education
Chaminade University of Honolulu 1997 — 1998
Certificate, Paralegal
Katie (Kerber) Bingham Katie (Kerber) Bingham's Renaissance Financial Experience June 2009 - August 2012
Job at
Industry Marketing and Advertising
Experience
Reclaim Renew April 2013 - Present
Independent October 2012 - Present
My Pink Peony February 2011 - Present
Renaissance Financial June 2009 - August 2012
Custom Outfitters LLC May 2006 - April 2007
University of New Mexico Athletic Department June 2005 - May 2006
Skills
Marketing
Education
University of Missouri-Columbia 2001 — 2005
Marketing
Reclaim Renew April 2013 - Present
Independent October 2012 - Present
My Pink Peony February 2011 - Present
Renaissance Financial June 2009 - August 2012
Custom Outfitters LLC May 2006 - April 2007
University of New Mexico Athletic Department June 2005 - May 2006
Skills
Marketing
Education
University of Missouri-Columbia 2001 — 2005
Marketing
Jeremy Beeson Jeremy Beeson's Renaissance Financial Experience September 2009 - Present
Job Network Admin at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial September 2009 - Present
Skills
Microsoft Exchange, Network Administration, DHCP, Windows 7, Networking, Active Directory, Windows Server, Visio, VPN, Windows, Access, DNS, Virtualization, SharePoint, Microsoft Office
Education
Saint Louis Community College-Meramec
Associate of Applied Science, Network and System Administration/Administrator
Renaissance Financial September 2009 - Present
Skills
Microsoft Exchange, Network Administration, DHCP, Windows 7, Networking, Active Directory, Windows Server, Visio, VPN, Windows, Access, DNS, Virtualization, SharePoint, Microsoft Office
Education
Saint Louis Community College-Meramec
Associate of Applied Science, Network and System Administration/Administrator
Kelly Peklo's Renaissance Financial Experience June 2006 - May 2007
Job Manager, Retail Learning & Development
Industry Financial Services
Experience
TD Ameritrade 2008 - Present
Renaissance Financial June 2006 - May 2007
Bellevue East High School August 1998 - May 2006
Education
Hastings College 1993 — 1998
Bachelor's, Mathematics & English Education
TD Ameritrade 2008 - Present
Renaissance Financial June 2006 - May 2007
Bellevue East High School August 1998 - May 2006
Education
Hastings College 1993 — 1998
Bachelor's, Mathematics & English Education
Paul Hasenjager, ASA's Renaissance Financial Experience January 2005 - May 2005
Job Vice President RIC Closely Held Services, LLC
Industry Management Consulting
Experience
Resource Insurance Consultants February 2013 - Present
Marshall & Stevens, Inc. July 2005 - February 2013
Renaissance Financial January 2005 - May 2005
Skills
Business Valuation, Financial Analysis, Financial Modeling, Mergers, Valuation
Education
Saint Louis University 2001 — 2005
BSBA, Finance, Spanish
Creighton Preparatory Highschool 1997 — 2001
Resource Insurance Consultants February 2013 - Present
Marshall & Stevens, Inc. July 2005 - February 2013
Renaissance Financial January 2005 - May 2005
Skills
Business Valuation, Financial Analysis, Financial Modeling, Mergers, Valuation
Education
Saint Louis University 2001 — 2005
BSBA, Finance, Spanish
Creighton Preparatory Highschool 1997 — 2001
R. Eric Siefert CFP, ChFC, CFS's Renaissance Financial Experience February 2013 - Present
Job Director at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial February 2013 - Present
Renaissance Financial October 2008 - Present
Renaissance Financial January 2004 - October 2008
Renaissance Financial April 1998 - January 2004
Skills
Investments, Equities, Asset Allocation, Management, Mutual Funds, Securities, Uniform Combined State..., Series 7, Series 63, Portfolio Management, Wealth Management, Retirement Planning, Strategic Financial..., Financial Planning
Education
University of Mississippi 1989 — 1993
BA, Sociology
Renaissance Financial February 2013 - Present
Renaissance Financial October 2008 - Present
Renaissance Financial January 2004 - October 2008
Renaissance Financial April 1998 - January 2004
Skills
Investments, Equities, Asset Allocation, Management, Mutual Funds, Securities, Uniform Combined State..., Series 7, Series 63, Portfolio Management, Wealth Management, Retirement Planning, Strategic Financial..., Financial Planning
Education
University of Mississippi 1989 — 1993
BA, Sociology
Jeff Brummett's Renaissance Financial Experience 2004 - 2007
Job Mobility Products & Services
Industry Automotive
Experience
United Access August 2008 - Present
Renaissance Financial 2004 - 2007
Enterprise Rent-A-Car March 1981 - January 2003
Skills
Business Development, Automotive, Executive Management, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Account Management, Sales, Marketing, New Business Development, Management
Education
Franklin College 1977 — 1980
Bachelor of Science (BS), Secondary Education and Teaching
United Access August 2008 - Present
Renaissance Financial 2004 - 2007
Enterprise Rent-A-Car March 1981 - January 2003
Skills
Business Development, Automotive, Executive Management, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Account Management, Sales, Marketing, New Business Development, Management
Education
Franklin College 1977 — 1980
Bachelor of Science (BS), Secondary Education and Teaching
Thomas R. Reed III's Renaissance Financial Experience September 1994 - April 2010
Job President, AXIUS Financial, LLC
Industry Financial Services
Experience
Axius Financial May 2010 - Present
Axius Financial April 2010 - Present
Renaissance Financial September 1994 - April 2010
Renaissance Financial Board of Directors 2004 - 2008
AXA Equitable July 1990 - September 1994
United States Air Force 1985 - 1989
Skills
Securities, Investments, Financial Advisory, Finance, Disability Insurance, Retirement Planning, Strategic Planning, Series 7, Wealth Management, Long Term Care Insurance, Marketing, Strategic Financial..., Banking, Financial Analysis, Asset Allocation, Mutual Funds, Estate Planning, Retirement, Fixed Annuities, Series 63, Portfolio Management, Insurance, Leadership, Financial Services, Life Insurance, Investment Advisory
Education
University of Missouri-Columbia
Axius Financial May 2010 - Present
Axius Financial April 2010 - Present
Renaissance Financial September 1994 - April 2010
Renaissance Financial Board of Directors 2004 - 2008
AXA Equitable July 1990 - September 1994
United States Air Force 1985 - 1989
Skills
Securities, Investments, Financial Advisory, Finance, Disability Insurance, Retirement Planning, Strategic Planning, Series 7, Wealth Management, Long Term Care Insurance, Marketing, Strategic Financial..., Banking, Financial Analysis, Asset Allocation, Mutual Funds, Estate Planning, Retirement, Fixed Annuities, Series 63, Portfolio Management, Insurance, Leadership, Financial Services, Life Insurance, Investment Advisory
Education
University of Missouri-Columbia
Pat O'Brien, CFP®, CFS®'s Renaissance Financial Experience June 2005 - December 2008
Job Financial Advisor
Industry Financial Services
Experience
Krilogy Financial January 2009 - Present
Renaissance Financial June 2005 - December 2008
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking
Krilogy Financial January 2009 - Present
Renaissance Financial June 2005 - December 2008
Education
University of Missouri-Columbia 2001 — 2005
BSBA, Finance & Banking
Jeff Locker's Renaissance Financial Experience 1999 - 2010
Job CFS, ChFC, AIF Chief Executive Officer, AXIUS Financial LLC
Industry Investment Management
Experience
Axius Financial March 2010 - Present
Renaissance Financial 1999 - 2010
Skills
Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Series 7, Financial Planning, Investment Strategies, Insurance, Mutual Funds, Securities, Portfolio Management, Retirement, Wealth, Series 63, Fixed Annuities, Estate Planning, Asset Management, Options, Equities, Financial Analysis, Risk Management, Strategic Planning, Budgeting, Business Planning, Financial Modeling
Education
Howell North High School
Truman State University
Axius Financial March 2010 - Present
Renaissance Financial 1999 - 2010
Skills
Retirement Planning, Wealth Management, Asset Allocation, Strategic Financial..., Investments, Financial Advisory, Series 7, Financial Planning, Investment Strategies, Insurance, Mutual Funds, Securities, Portfolio Management, Retirement, Wealth, Series 63, Fixed Annuities, Estate Planning, Asset Management, Options, Equities, Financial Analysis, Risk Management, Strategic Planning, Budgeting, Business Planning, Financial Modeling
Education
Howell North High School
Truman State University
Jackie Scherrer's Renaissance Financial Experience August 2002 - Present
Job Registered Representative & Licensed Massage Therapist
Industry Health, Wellness and Fitness
Experience
Renaissance Financial August 2002 - Present
Skills
Series 63, Insurance, Series 6, Life & Health Insurance..., Therapeutic Massage, Chair Massage, Deep Tissue Massage, Microsoft Excel, Microsoft Office, Microsoft Word, CRM databases
Education
Missouri College 2005 — 2005
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Saint Louis Community College-Meramec 1995 — 1998
Associate’s Degree
Lindbergh High School
Renaissance Financial August 2002 - Present
Skills
Series 63, Insurance, Series 6, Life & Health Insurance..., Therapeutic Massage, Chair Massage, Deep Tissue Massage, Microsoft Excel, Microsoft Office, Microsoft Word, CRM databases
Education
Missouri College 2005 — 2005
Licensed Massage Therapist, Massage Therapy/Therapeutic Massage
Saint Louis Community College-Meramec 1995 — 1998
Associate’s Degree
Lindbergh High School
Kristin McFarland's Renaissance Financial Experience April 2008 - July 2008
Job Recent college graduate with financial experience.
Industry Financial Services
Experience
Renaissance Financial April 2008 - July 2008
Education
Southern Illinois University, Edwardsville 2006 — 2008
Renaissance Financial April 2008 - July 2008
Education
Southern Illinois University, Edwardsville 2006 — 2008
Sharon Agers's Renaissance Financial Experience March 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Renaissance Financial March 2009 - Present
Omaha South High School August 2003 - June 2006
Education
Kansas State University 1999 — 2003
B.S., Secondary Education, Physics and Chemistry
Renaissance Financial March 2009 - Present
Omaha South High School August 2003 - June 2006
Education
Kansas State University 1999 — 2003
B.S., Secondary Education, Physics and Chemistry
Erica Levy, CFA's Renaissance Financial Experience January 2005 - May 2005
Job Portfolio Manager
Industry Investment Management
Experience
Payden & Rygel November 2011 - Present
Lehman Brothers (in Administration) May 2009 - May 2010
Lehman Brothers Asset Management February 2006 - April 2009
Centre for the Study of Financial Innovation September 2005 - December 2005
Olin Business School June 2005 - July 2005
Renaissance Financial January 2005 - May 2005
Skills
Portfolio Management, Strategy, Finance, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Asset Management, Financial Services, Investments, Hedge Funds
Education
Cass Business School 2006 — 2008
M.S., Investment Management
Washington University in St. Louis 2001 — 2005
B.A., Economics
Oak Park High School 1997 — 2001
Payden & Rygel November 2011 - Present
Lehman Brothers (in Administration) May 2009 - May 2010
Lehman Brothers Asset Management February 2006 - April 2009
Centre for the Study of Financial Innovation September 2005 - December 2005
Olin Business School June 2005 - July 2005
Renaissance Financial January 2005 - May 2005
Skills
Portfolio Management, Strategy, Finance, Fixed Income, Capital Markets, Bloomberg, Alternative Investments, Asset Management, Financial Services, Investments, Hedge Funds
Education
Cass Business School 2006 — 2008
M.S., Investment Management
Washington University in St. Louis 2001 — 2005
B.A., Economics
Oak Park High School 1997 — 2001
Ryan McElderry's Renaissance Financial Experience November 2008 - February 2009
Job Attorney
Industry Law Practice
Experience
McElderry Law January 2015 - Present
WM Law September 2013 - Present
KR Legal Managemenet January 2012 - May 2013
Law Offices of Brian Timothy Meyers May 2012 - April 2013
Iris Data Services, Inc. 2013 - 2013
KUMC March 2009 - August 2010
Renaissance Financial November 2008 - February 2009
UMB Bank December 2007 - September 2008
Danisco May 2004 - October 2007
Skills
Spanish, French, VBA programming, Research, Teaching, VBA, Personal Injury..., International Relations, International Trade, Legal Research, Legal Writing, Social Media Marketing, Microsoft Excel, Data Analysis, Outlook, Editing, Intellectual Property, Training, Economics, Insurance, Microsoft Office, Entrepreneurship, Public Policy, Public Speaking, Proofreading, Community Outreach, Microsoft Word, Time Management, Nonprofits, Negotiation, Mediation, Corporate Law, Event Planning, PowerPoint, Analysis, Finance, Interviews, Leadership, Contract Negotiation, Banking, Litigation, Public Relations, Fundraising, Government, Social Media
Education
University of Missouri-Kansas City School of Law 2010 — 2013
J.D., Law
University of Kansas 2005 — 2011
MA, Global & International Studies
University of Nebraska at Kearney 1996 — 2002
BA, French
Université de Caen Basse Normandie / Universite de Caen 2000 — 2001
French language
University of Nebraska at Kearney 1996 — 2002
BA, Spanish
McElderry Law January 2015 - Present
WM Law September 2013 - Present
KR Legal Managemenet January 2012 - May 2013
Law Offices of Brian Timothy Meyers May 2012 - April 2013
Iris Data Services, Inc. 2013 - 2013
KUMC March 2009 - August 2010
Renaissance Financial November 2008 - February 2009
UMB Bank December 2007 - September 2008
Danisco May 2004 - October 2007
Skills
Spanish, French, VBA programming, Research, Teaching, VBA, Personal Injury..., International Relations, International Trade, Legal Research, Legal Writing, Social Media Marketing, Microsoft Excel, Data Analysis, Outlook, Editing, Intellectual Property, Training, Economics, Insurance, Microsoft Office, Entrepreneurship, Public Policy, Public Speaking, Proofreading, Community Outreach, Microsoft Word, Time Management, Nonprofits, Negotiation, Mediation, Corporate Law, Event Planning, PowerPoint, Analysis, Finance, Interviews, Leadership, Contract Negotiation, Banking, Litigation, Public Relations, Fundraising, Government, Social Media
Education
University of Missouri-Kansas City School of Law 2010 — 2013
J.D., Law
University of Kansas 2005 — 2011
MA, Global & International Studies
University of Nebraska at Kearney 1996 — 2002
BA, French
Université de Caen Basse Normandie / Universite de Caen 2000 — 2001
French language
University of Nebraska at Kearney 1996 — 2002
BA, Spanish
Casey Malone's Renaissance Financial Experience December 2009 - November 2010
Job Owner at Malone Accounting Solutions
Industry Investment Management
Experience
Malone Investment Holdings, LLC January 2013 - Present
Malone Accounting Solutions May 2012 - Present
Renaissance Financial December 2009 - November 2010
Seim, Johnson, Sestak & Quist, LLP 2008 - 2009
Tomorrow's Money May 2004 - May 2006
Education
Doane College 2001 — 2006
BS, Accounting and Finance
Chase County High 1997 — 2001
Malone Investment Holdings, LLC January 2013 - Present
Malone Accounting Solutions May 2012 - Present
Renaissance Financial December 2009 - November 2010
Seim, Johnson, Sestak & Quist, LLP 2008 - 2009
Tomorrow's Money May 2004 - May 2006
Education
Doane College 2001 — 2006
BS, Accounting and Finance
Chase County High 1997 — 2001
Todd Bruening's Renaissance Financial Experience May 2001 - February 2007
Job President at Parking Lot Maintenance
Industry Construction
Experience
Parking Lot Maintenance May 1997 - Present
Renaissance Financial May 2001 - February 2007
Skills
Construction, Construction Management, Value Engineering, Concrete, Management, Contractors, Project Estimation, Subcontracting, Contract Management, Contract Negotiation, Road, Budgets, Civil Engineering, Process Scheduler, Highways, Project Planning, Sustainability, Project Management, Negotiation, Project Bidding
Education
Southeast Missouri State University - Harrison College of Business 1997 — 2001
BS, Finance
Parking Lot Maintenance May 1997 - Present
Renaissance Financial May 2001 - February 2007
Skills
Construction, Construction Management, Value Engineering, Concrete, Management, Contractors, Project Estimation, Subcontracting, Contract Management, Contract Negotiation, Road, Budgets, Civil Engineering, Process Scheduler, Highways, Project Planning, Sustainability, Project Management, Negotiation, Project Bidding
Education
Southeast Missouri State University - Harrison College of Business 1997 — 2001
BS, Finance
Elizabeth Gephart, MBA's Renaissance Financial Experience July 2006 - February 2007
Job Operations Manager
Industry Consumer Goods
Experience
Legendary Athletics June 2011 - Present
Dixon Ticonderoga Company November 2008 - July 2011
Dixon Ticonderoga Company January 2008 - November 2008
Employer Resources International September 2007 - January 2008
KIDFIT April 2007 - September 2007
Renaissance Financial July 2006 - February 2007
The Little Gym of Lake Mary February 2005 - May 2006
The Little Gym of Creve Coeur July 2003 - February 2005
Skills
Process Improvement, Customer Service
Education
Eastern Illinois University 2002 — 2003
Masters, Business Administration
Eastern Illinois University 1998 — 2001
Bachelors, Finance
Southern Illinois University, Edwardsville 1997 — 1998
General Studies
Legendary Athletics June 2011 - Present
Dixon Ticonderoga Company November 2008 - July 2011
Dixon Ticonderoga Company January 2008 - November 2008
Employer Resources International September 2007 - January 2008
KIDFIT April 2007 - September 2007
Renaissance Financial July 2006 - February 2007
The Little Gym of Lake Mary February 2005 - May 2006
The Little Gym of Creve Coeur July 2003 - February 2005
Skills
Process Improvement, Customer Service
Education
Eastern Illinois University 2002 — 2003
Masters, Business Administration
Eastern Illinois University 1998 — 2001
Bachelors, Finance
Southern Illinois University, Edwardsville 1997 — 1998
General Studies
Brian Brungardt Jr., CFA's Renaissance Financial Experience May 2007 - September 2010
Job VP, Research Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
Stifel Financial Corp. September 2010 - June 2014
Renaissance Financial May 2007 - September 2010
Argent Capital Management April 2006 - May 2007
Skills
Financial Modeling, Research, Equities, Equity Research, Investments, Series 7, Asset Allocation, Financial Analysis, Bloomberg, Capital Markets, Equity Valuation, Portfolio Management, Securities, Valuation
Education
Saint Louis University 2003 — 2007
BS, Finance
Stifel Financial Corp. June 2014 - Present
Stifel Financial Corp. September 2010 - June 2014
Renaissance Financial May 2007 - September 2010
Argent Capital Management April 2006 - May 2007
Skills
Financial Modeling, Research, Equities, Equity Research, Investments, Series 7, Asset Allocation, Financial Analysis, Bloomberg, Capital Markets, Equity Valuation, Portfolio Management, Securities, Valuation
Education
Saint Louis University 2003 — 2007
BS, Finance
Rachel Osborn's Renaissance Financial Experience May 2012 - Present
Job Proofreader, Editor, and Data Manager
Industry Writing and Editing
Experience
Renaissance Financial May 2012 - Present
Freelance January 2009 - Present
Adler & Associates March 2011 - November 2011
Guaranteed Rate November 2010 - February 2011
ITT Geospatial Systems August 2006 - January 2010
Roanoke County Public Library February 2005 - August 2006
Papyrus, Greenville College Student Newspaper August 2003 - December 2004
Salem Times-Register June 2004 - August 2004
Skills
Editing, Research, Public Speaking, Newsletters, Publications, Proofreading, Teaching, Interviews, PowerPoint, OS X, Event Planning, Microsoft Word, Adobe Creative Suite, Editorial, HTML, SharePoint, Layout, Project Management, Books, Photography
Education
Greenville College 2001 — 2004
B.A., English
Renaissance Financial May 2012 - Present
Freelance January 2009 - Present
Adler & Associates March 2011 - November 2011
Guaranteed Rate November 2010 - February 2011
ITT Geospatial Systems August 2006 - January 2010
Roanoke County Public Library February 2005 - August 2006
Papyrus, Greenville College Student Newspaper August 2003 - December 2004
Salem Times-Register June 2004 - August 2004
Skills
Editing, Research, Public Speaking, Newsletters, Publications, Proofreading, Teaching, Interviews, PowerPoint, OS X, Event Planning, Microsoft Word, Adobe Creative Suite, Editorial, HTML, SharePoint, Layout, Project Management, Books, Photography
Education
Greenville College 2001 — 2004
B.A., English
Jill Keyes's Renaissance Financial Experience April 2005 - May 2009
Job Marketing Communications Specialist at SigmaAldrich
Industry Marketing and Advertising
Experience
Sigma-Aldrich December 2014 - Present
Sigma Aldrich October 2010 - December 2014
Self Employed June 2003 - June 2012
Sigma Aldrich June 2009 - October 2010
Renaissance Financial April 2005 - May 2009
Medical Systems 2003 - 2005
Saddle Up Trail Riders 2002 - 2003
Skills
Marketing Communications, Event Planning, Marketing, Logo Design, Trade Shows, Marketing Strategy, Competitive Analysis, InDesign, Advertising, Email Marketing
Education
Truman State University 1999 — 2003
BFA, Visual Communications
Sigma-Aldrich December 2014 - Present
Sigma Aldrich October 2010 - December 2014
Self Employed June 2003 - June 2012
Sigma Aldrich June 2009 - October 2010
Renaissance Financial April 2005 - May 2009
Medical Systems 2003 - 2005
Saddle Up Trail Riders 2002 - 2003
Skills
Marketing Communications, Event Planning, Marketing, Logo Design, Trade Shows, Marketing Strategy, Competitive Analysis, InDesign, Advertising, Email Marketing
Education
Truman State University 1999 — 2003
BFA, Visual Communications
John Challas's Renaissance Financial Experience 2009 - Present
Job
Industry Financial Services
Experience
Renaissance Financial 2009 - Present
Securian Financial Group May 1991 - September 2009
Education
University of Minnesota-Twin Cities 1977 — 1982
Bachelor of Science in Business, Business
Renaissance Financial 2009 - Present
Securian Financial Group May 1991 - September 2009
Education
University of Minnesota-Twin Cities 1977 — 1982
Bachelor of Science in Business, Business
Megan Borsh's Renaissance Financial Experience 2013 - 2013
Job Project Lead at Securities America
Industry Financial Services
Experience
Securities America 2013 - Present
Renaissance Financial 2013 - 2013
Medical Solutions 2012 - 2013
UHG / OptumInsight 2006 - 2012
COBRA Outsourcing, Inc 2005 - 2006
Skills
Analysis, Microsoft Office, Planning, Customer Service, Sales Support, Accounts Receivable, Accounts Payable, Project Planning, Business Process..., Business Analysis, Document Management, Account Management, Sales, Project Management, Team Building, Process Improvement, Vendor Management, Management
Education
Bellevue University
Bachelor of Science, Business
Securities America 2013 - Present
Renaissance Financial 2013 - 2013
Medical Solutions 2012 - 2013
UHG / OptumInsight 2006 - 2012
COBRA Outsourcing, Inc 2005 - 2006
Skills
Analysis, Microsoft Office, Planning, Customer Service, Sales Support, Accounts Receivable, Accounts Payable, Project Planning, Business Process..., Business Analysis, Document Management, Account Management, Sales, Project Management, Team Building, Process Improvement, Vendor Management, Management
Education
Bellevue University
Bachelor of Science, Business
Kyle Goepel's Renaissance Financial Experience August 2007 - February 2010
Job Investment Consultant
Industry Investment Management
Experience
TD Ameritrade December 2011 - Present
Axius Financial March 2010 - December 2011
Renaissance Financial August 2007 - February 2010
Skills
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Estate Planning, Wealth Management, Asset, Wealth, Portfolio Management, Asset Management, Funding, Series 7, Mutual Funds, Financial Advisory, Investment Advisory, Employee Benefits, 401k, Long Term Care, Economics, Customer Relations, Retirement Income..., Annuities, Savings, Budgeting, Options, Asset Allocation, Microsoft Office, Equities, Money, Pensions, Risk Management, Sales Recruitment, Training & Development, Finance, Customer Service, Investment Strategies, Sales, Investment Management, Fixed Income
Education
University of Missouri-Columbia 2003 — 2007
Business, Finance and Banking
TD Ameritrade December 2011 - Present
Axius Financial March 2010 - December 2011
Renaissance Financial August 2007 - February 2010
Skills
Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Estate Planning, Wealth Management, Asset, Wealth, Portfolio Management, Asset Management, Funding, Series 7, Mutual Funds, Financial Advisory, Investment Advisory, Employee Benefits, 401k, Long Term Care, Economics, Customer Relations, Retirement Income..., Annuities, Savings, Budgeting, Options, Asset Allocation, Microsoft Office, Equities, Money, Pensions, Risk Management, Sales Recruitment, Training & Development, Finance, Customer Service, Investment Strategies, Sales, Investment Management, Fixed Income
Education
University of Missouri-Columbia 2003 — 2007
Business, Finance and Banking
Rebekah Bromberg's Renaissance Financial Experience 2004 - 2007
Job Associate General Counsel at Maritz LLC
Industry Legal Services
Experience
Maritz LLC February 2007 - Present
Maritz Travel Company 2007 - Present
Renaissance Financial 2004 - 2007
Hazelwood and Weber 2003 - 2004
Skills
Contract Negotiation, Management, Business Development, Employment Law
Education
St. Charles West High School
University of Missouri-Columbia School of Law
University of Missouri-Columbia, College of Business
Maritz LLC February 2007 - Present
Maritz Travel Company 2007 - Present
Renaissance Financial 2004 - 2007
Hazelwood and Weber 2003 - 2004
Skills
Contract Negotiation, Management, Business Development, Employment Law
Education
St. Charles West High School
University of Missouri-Columbia School of Law
University of Missouri-Columbia, College of Business
Mike DiSalvo's Renaissance Financial Experience November 2009 - February 2011
Job Financial Advisor at Krilogy Financial
Industry Financial Services
Experience
Krilogy Financial March 2011 - Present
Renaissance Financial November 2009 - February 2011
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Insurance
Education
Quincy University 2008 — 2009
Master of Business Administration (M.B.A.)
Quincy University 2004 — 2008
Business Management
Whitfield 2000 — 2004
Krilogy Financial March 2011 - Present
Renaissance Financial November 2009 - February 2011
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Insurance
Education
Quincy University 2008 — 2009
Master of Business Administration (M.B.A.)
Quincy University 2004 — 2008
Business Management
Whitfield 2000 — 2004
Stephen Boswell's Renaissance Financial Experience June 2002 - January 2005
Job Surgical Sales Account Manager at Medtronic
Industry Medical Devices
Experience
Medtronic (Covidien Group) May 2015 - Present
Covidien October 2013 - May 2015
Heraeus August 2009 - October 2013
Commercial Services Inc January 2005 - August 2009
Renaissance Financial June 2002 - January 2005
Skills
Sales Operations, Account Management, Direct Sales, Cold Calling, Capital Equipment, Selling Skills, Product Launch, Sales Presentations, Inventory Management, Marketing, Selling, Medical Devices, Customer Service
Education
Maryville University of Saint Louis 1998 — 2002
B.S., Management Information Systems
Medtronic (Covidien Group) May 2015 - Present
Covidien October 2013 - May 2015
Heraeus August 2009 - October 2013
Commercial Services Inc January 2005 - August 2009
Renaissance Financial June 2002 - January 2005
Skills
Sales Operations, Account Management, Direct Sales, Cold Calling, Capital Equipment, Selling Skills, Product Launch, Sales Presentations, Inventory Management, Marketing, Selling, Medical Devices, Customer Service
Education
Maryville University of Saint Louis 1998 — 2002
B.S., Management Information Systems
Brian Taghon's Renaissance Financial Experience February 2006 - May 2007
Job Commercial Underwriter at Cheviot Savings Bank
Industry Banking
Experience
Cheviot Savings Bank May 2015 - Present
Cheviot Savings May 2015 - Present
Fifth Third Bank October 2010 - May 2015
GenSpring Family Offices March 2008 - May 2010
Clark ProMedia August 2007 - March 2008
Renaissance Financial February 2006 - May 2007
Skills
Portfolio Management, Banking, Loans, Financial Analysis, Analysis, Strategic Financial..., Investment Strategies, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Asset Managment, Investment Management
Education
Southern Illinois University, Edwardsville
Bachelor of Science, Business Administration; Finance and Computer Management and Information Systems
Cheviot Savings Bank May 2015 - Present
Cheviot Savings May 2015 - Present
Fifth Third Bank October 2010 - May 2015
GenSpring Family Offices March 2008 - May 2010
Clark ProMedia August 2007 - March 2008
Renaissance Financial February 2006 - May 2007
Skills
Portfolio Management, Banking, Loans, Financial Analysis, Analysis, Strategic Financial..., Investment Strategies, Alternative Investments, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Asset Managment, Investment Management
Education
Southern Illinois University, Edwardsville
Bachelor of Science, Business Administration; Finance and Computer Management and Information Systems
Erin McGovern's Renaissance Financial Experience March 2013 - Present
Job Director of Recruiting at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial March 2013 - Present
Ursuline Academy Strategic Planning and Alumnae Board May 2012 - Present
Northside Workshop (Non-profit) January 2011 - January 2013
Skills
Recruiting, Sales, Event Planning, Interviews, Team Building, Strategic Planning, Research, Team Leadership, Marketing Strategy, Proofreading, Hiring, Retention
Education
University of Dayton
BA, Psychology
Ursuline Academy
Renaissance Financial March 2013 - Present
Ursuline Academy Strategic Planning and Alumnae Board May 2012 - Present
Northside Workshop (Non-profit) January 2011 - January 2013
Skills
Recruiting, Sales, Event Planning, Interviews, Team Building, Strategic Planning, Research, Team Leadership, Marketing Strategy, Proofreading, Hiring, Retention
Education
University of Dayton
BA, Psychology
Ursuline Academy
Maggie Butler's Renaissance Financial Experience 2008 - Present
Job Systems Analyst
Industry Financial Services
Experience
Renaissance Financial 2008 - Present
Education
Penn State University 2013 — 2014
Graduate Certificate, Geospatial Intelligence
The George Washington University 2005 — 2012
Bachelor of Science (B.S.), Mathematics
Renaissance Financial 2008 - Present
Education
Penn State University 2013 — 2014
Graduate Certificate, Geospatial Intelligence
The George Washington University 2005 — 2012
Bachelor of Science (B.S.), Mathematics
Joseph Lassen's Renaissance Financial Experience January 2012 - April 2012
Job Senior Analyst at The Optimas Group
Industry Venture Capital & Private Equity
Experience
Northern Trust Corporation July 2014 - July 2015
Group One Trading, LP June 2013 - August 2013
Wells Fargo May 2012 - July 2012
Renaissance Financial January 2012 - April 2012
Education
Creighton University 2010 — 2014
BSBA
건국대학교 / Konkuk University 2013 — 2013
Universidad Adolfo Ibáñez 2012 — 2012
Northern Trust Corporation July 2014 - July 2015
Group One Trading, LP June 2013 - August 2013
Wells Fargo May 2012 - July 2012
Renaissance Financial January 2012 - April 2012
Education
Creighton University 2010 — 2014
BSBA
건국대학교 / Konkuk University 2013 — 2013
Universidad Adolfo Ibáñez 2012 — 2012
Jeff Hercules's Renaissance Financial Experience May 1995 - February 2011
Job Krilogy Financial, Senior Partner
Industry Financial Services
Experience
Krilogy Financial February 2011 - Present
Renaissance Financial May 1995 - February 2011
Skills
Finance, Portfolio Management, Financial Advisory, Tax, Wealth Management..., Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Insurance, Estate Planning, Business Strategy
Education
Quincy University 1988 — 1992
Prep North 1984 — 1988
Krilogy Financial February 2011 - Present
Renaissance Financial May 1995 - February 2011
Skills
Finance, Portfolio Management, Financial Advisory, Tax, Wealth Management..., Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Insurance, Estate Planning, Business Strategy
Education
Quincy University 1988 — 1992
Prep North 1984 — 1988
Jay Huber's Renaissance Financial Experience October 1994 - Present
Job VPGroup Sales at Renaissance Financial
Industry Financial Services
Experience
Renaissance Financial October 1994 - Present
Education
Eastern Illinois University 1984 — 1988
Renaissance Financial October 1994 - Present
Education
Eastern Illinois University 1984 — 1988