Securian Retirement Services
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Securian Retirement Services Employees
Zellner & Associates, PA December 2010 - Present
Good Neighbor Cleaning Services, LLC February 2005 - Present
Securian Retirement Services February 2004 - February 2005
Securian Retirement Services February 2003 - February 2004
Securian Retirement Services April 2001 - February 2003
Securian Retirement Services August 2000 - April 2001
Education
Cardinal Stritch University 2001 — 2004
Masters, Business Administration, Business
Minnesota State University, Mankato 1990 — 1995
Bachelor of Science, Corrections & Sociology
EMPOWER Retirement October 2006 - Present
MetLife June 2005 - October 2006
Securian Retirement Services June 1998 - June 2005
New England Financial June 1996 - June 1998
Skills
401k, Defined Benefit, Series 63, FINRA, Retirement, Pensions, ERISA, Retirement Planning, Employee Benefits, Retirement Plan..., Series 6, Series 7, Mutual Funds, Investment Advisory, Asset Allocation
Education
John Carroll University 1993 — 1996
MBA, Finance
John Carroll University 1987 — 1992
BA, Economics
Cloverleaf High School 1984 — 1987
College Prep
Global Retirement Partners July 2014 - Present
401k Advisors 2005 - 2014
Securian Retirement Services 2003 - 2005
Pan American Retirement and Investment Services 2001 - 2003
Education
Utah Valley University
University of Phoenix
Voya Financial May 2011 - Present
Minnesota Life July 2004 - May 2011
Securian Financial Group July 2004 - May 2011
Securian Retirement Services 2004 - 2010
Waddell & Reed 2001 - 2004
Skills
Life Insurance, Fixed Annuities, Series 63, Retirement Planning, Securities, Insurance, Mutual Funds, Retirement, Series 6, Term Life Insurance, 401k, Variable Annuities, Long-term Care, Strategic Financial..., Investments, Estate Planning, IRAs
Education
St. Cloud State University 1993 — 1998
Lifeworks Services, Inc. September 2011 - Present
Interact 2011 - Present
Lawrence Cumpston & Associates PLLP 2009 - Present
Lifeworks Services, Inc. June 2009 - August 2011
Lawrence Cumpston & Associates PLLP January 2010 - April 2010
RSM McGladrey Retirement Resources September 2005 - October 2008
Securian Retirement Services June 1996 - September 2005
Skills
Non-profits
Education
St. Olaf College 1991 — 1995
BA, Fine Arts/Studio Art
Securian Financial Group December 1984 - Present
Securian Retirement Services 1984 - Present
Skills
Process Improvement, Business Analysis, Software Project..., Retirement Planning, Retirement, Business Process..., Program Management, SDLC, Change Management, Strategic Planning, Management Consulting, Requirements Analysis, Business Requirements
Education
Hamline University 1980 — 1984
Bachelor of Business Administration (BBA)
Merchants Bank September 2014 - Present
Winona National Bank January 2013 - September 2014
Securian Retirement Services October 1999 - August 2005
MinnWest Bank 2003 - 2003
Skills
Teaching, Microsoft Office, Public Speaking, Research, Customer Service, Microsoft Excel, PowerPoint, Curriculum Development, Microsoft Word, Loans, Leadership Development, Loan Servicing, Mortgage Banking, Mortgage Lending, Administration, Event Planning, Leadership, Nonprofits, Social Media, Financial Analysis, Team Building, Banking, Risk Management, Outlook
Education
Apostolic Bible Institute Inc 1991 — 1993
Bachelor's degree, Theology/Theological Studies
Elizabethtown Community and Technical College 1985 — 1987
Communications
Wadena State Bank December 2004 - May 2013
Securian Retirement Services January 1998 - December 2004
US Bank April 1994 - April 1998
Skills
Banking, Strategic Planning, Operations Management, Change Management, Process Improvement, Risk Management, Business Strategy, Project Management, Customer Service, Team Building, Credit, Financial Analysis, Business Analysis, Vendor Management, Budgets
Education
Metropolitan State University
Bachelor's degree, Finance, General