Strong Funds
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Strong Funds Employees
Employee
Years
Job
Industry
Gerald Sparrow Gerald Sparrow's Strong Funds Experience June 1987 - December 1988
Job President at Sparrow Growth Funds
Industry Investment Management
Experience
Sparrow Capital Management, Inc. December 1988 - Present
Sparrow Capital Management 1988 - Present
BDHScapital.com January 1995 - December 2005
Strong Funds June 1987 - December 1988
Skills
Asset Managment, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Investment Advisory, Securities, Series 7, Finance, Asset Management, Investment Management, Retirement Planning, Financial Advisory
Education
Washington University in St. Louis 1985 — 1987
MBA, Finance
University of Missouri-Saint Louis 1982 — 1985
BSBA, Management Information Systems with Mathmatics
Saddleback College 1980 — 1981
Associates, Liberal Arts
Sparrow Capital Management, Inc. December 1988 - Present
Sparrow Capital Management 1988 - Present
BDHScapital.com January 1995 - December 2005
Strong Funds June 1987 - December 1988
Skills
Asset Managment, Investments, Investment Strategies, Asset Allocation, Mutual Funds, Alternative Investments, Wealth Management, Portfolio Management, Investment Advisory, Securities, Series 7, Finance, Asset Management, Investment Management, Retirement Planning, Financial Advisory
Education
Washington University in St. Louis 1985 — 1987
MBA, Finance
University of Missouri-Saint Louis 1982 — 1985
BSBA, Management Information Systems with Mathmatics
Saddleback College 1980 — 1981
Associates, Liberal Arts
Bryan Swanson Bryan Swanson's Strong Funds Experience May 1999 - September 2001
Job Collaborative commercial banker working with privately owned businesses.
Industry Banking
Anne Orlowski Anne Orlowski's Strong Funds Experience 1996 - 2005
Job Client Services Representative at First Business
Industry Financial Services
Experience
First Business Bank 2005 - Present
Strong Funds 1996 - 2005
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Credit, Cash Management
Education
Ferris State University
First Business Bank 2005 - Present
Strong Funds 1996 - 2005
Skills
Loans, Commercial Lending, Commercial Banking, Banking, Credit, Cash Management
Education
Ferris State University
Parnell Noth Parnell Noth's Strong Funds Experience June 2002 - February 2005
Job Marketing Director at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2005 - Present
Strong Funds June 2002 - February 2005
LivePerson 2000 - 2001
Digitas 1995 - 1999
Skills
Management, Strategic Financial..., Relationship Management, Marketing Strategy, Wealth Management, Banking, Analytics, Direct Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Communications, Business Analysis, Social Media, Leadership
Education
Emerson College
Creative Writing & Literature
Oxford University, St Johns
Victorian Faith & Literature
Merrill Edge 2005 - Present
Strong Funds June 2002 - February 2005
LivePerson 2000 - 2001
Digitas 1995 - 1999
Skills
Management, Strategic Financial..., Relationship Management, Marketing Strategy, Wealth Management, Banking, Analytics, Direct Marketing, Competitive Analysis, Strategy, Portfolio Management, Marketing Communications, Business Analysis, Social Media, Leadership
Education
Emerson College
Creative Writing & Literature
Oxford University, St Johns
Victorian Faith & Literature
Alan Krenke Alan Krenke's Strong Funds Experience May 1989 - May 1996
Job Chairman and Owner of Quest CE
Industry Financial Services
Experience
Quest CE February 2005 - Present
Strong Capital Management May 1996 - February 2005
Strong Funds May 1989 - May 1996
Skills
Needs Analysis, Compliance Training, FINRA, Financial Services, Insurance, Training, New Business Development, Vendor Management, Asset Managment, Continuing Education, Sales Management, Investments, Mutual Funds, Retirement Planning, Asset Management, Social Media, Leadership, Strategic Financial..., Securities, Executive Management, Alternative Investments, Series 7, Series 6, Portfolio Management, Investment Advisory, Banking, Options, Series 63, Financial Markets, Trading, Wealth Management, Equities, Series 65, Investment Management, Fixed Income, 401k, Asset Allocation, Financial Planning
Education
University of Nebraska at Kearney 1975 — 1979
Bachelor of Science, Biology
Quest CE February 2005 - Present
Strong Capital Management May 1996 - February 2005
Strong Funds May 1989 - May 1996
Skills
Needs Analysis, Compliance Training, FINRA, Financial Services, Insurance, Training, New Business Development, Vendor Management, Asset Managment, Continuing Education, Sales Management, Investments, Mutual Funds, Retirement Planning, Asset Management, Social Media, Leadership, Strategic Financial..., Securities, Executive Management, Alternative Investments, Series 7, Series 6, Portfolio Management, Investment Advisory, Banking, Options, Series 63, Financial Markets, Trading, Wealth Management, Equities, Series 65, Investment Management, Fixed Income, 401k, Asset Allocation, Financial Planning
Education
University of Nebraska at Kearney 1975 — 1979
Bachelor of Science, Biology
Lisa Kollmeyer Lisa Kollmeyer's Strong Funds Experience April 1995 - April 2000
Job Securities Paralegal
Industry Financial Services
Experience
Northwestern Mutual October 2005 - September 2012
Robert W. Baird & Co. April 2000 - October 2005
Strong Funds April 1995 - April 2000
Godfrey & Kahn, S.C. February 1992 - April 1995
Skills
Mutual Funds, Wealth Management, Compliance, Securities, Investment Advisory, FINRA, Insurance, AML, Analysis, Corporate Governance, Fixed Income, Financial Services, Investments, Fixed Annuities, Asset Management, Mergers & Acquisitions
Education
Roosevelt University 1991 — 1991
Certificate of Graduation, Lawyer's Assistant Program
University of Wisconsin-Oshkosh 1985 — 1989
BS, Criminal Justice
Northwestern Mutual October 2005 - September 2012
Robert W. Baird & Co. April 2000 - October 2005
Strong Funds April 1995 - April 2000
Godfrey & Kahn, S.C. February 1992 - April 1995
Skills
Mutual Funds, Wealth Management, Compliance, Securities, Investment Advisory, FINRA, Insurance, AML, Analysis, Corporate Governance, Fixed Income, Financial Services, Investments, Fixed Annuities, Asset Management, Mergers & Acquisitions
Education
Roosevelt University 1991 — 1991
Certificate of Graduation, Lawyer's Assistant Program
University of Wisconsin-Oshkosh 1985 — 1989
BS, Criminal Justice
Lindsay O'Reilly Sharpe's Strong Funds Experience 2003 - 2005
Job CPA at Freelance Accounting/Bookkeeping
Industry Accounting
Experience
Freelance Accounting/Bookkeeping April 2015 - Present
Tanglewood Farm Associates LLC March 2013 - Present
Hirease Inc. February 2013 - May 2015
Boos Development Group, Inc. October 2011 - December 2012
Northwestern Mutual August 2005 - August 2011
Northwestern Mutual June 2008 - March 2011
Northwestern Mutual August 2005 - May 2008
Strong Funds 2003 - 2005
Skills
Hotel Management, Real Estate, Vacation Rental, Rental Management, Horse Properties, Horse Care, Landlords, Hotel Booking, Hotel Administration
Education
Boston University 1998 — 2003
BA, Accounting and Finance
Boston University 1998 — 2003
Bachelor''s of Science in Business Administration, Accounting and Finance degrees
Freelance Accounting/Bookkeeping April 2015 - Present
Tanglewood Farm Associates LLC March 2013 - Present
Hirease Inc. February 2013 - May 2015
Boos Development Group, Inc. October 2011 - December 2012
Northwestern Mutual August 2005 - August 2011
Northwestern Mutual June 2008 - March 2011
Northwestern Mutual August 2005 - May 2008
Strong Funds 2003 - 2005
Skills
Hotel Management, Real Estate, Vacation Rental, Rental Management, Horse Properties, Horse Care, Landlords, Hotel Booking, Hotel Administration
Education
Boston University 1998 — 2003
BA, Accounting and Finance
Boston University 1998 — 2003
Bachelor''s of Science in Business Administration, Accounting and Finance degrees
Jerry Rossi's Strong Funds Experience July 2000 - April 2004
Job Vice President, Territory Sales @ American Century Investments
Industry Investment Management
Experience
American Century Investments November 2004 - Present
Smile Again Ministries January 2008 - Present
Precision Marketing Partners May 2004 - October 2004
Strong Funds July 2000 - April 2004
Skills
Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Finance, Financial Advisory, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management
Education
Bethel University 1993 — 1997
BA, Business
American Century Investments November 2004 - Present
Smile Again Ministries January 2008 - Present
Precision Marketing Partners May 2004 - October 2004
Strong Funds July 2000 - April 2004
Skills
Series 7, Mutual Funds, Investments, Series 63, Alternative Investments, Asset Allocation, Finance, Financial Advisory, Asset Management, Investment Advisory, Investment Strategies, Retirement Planning, Wealth Management
Education
Bethel University 1993 — 1997
BA, Business
Seone Silverman Seone Silverman's Strong Funds Experience 1996 - 2004
Job Shorewest's 2010 Rookie of the Year | 25 offices | 122 new agents
Industry Real Estate
Experience
Shorewest Realtors January 2010 - Present
Seone Silverman August 2008 - January 2010
Wells Fargo January 2004 - July 2008
Strong Funds 1996 - 2004
Miller Brewing Company 1993 - 1996
Skills
Real Estate, Sellers, Relocation, Customer Service, Referrals, Short Sales, Foreclosures, Buyers, ABR, New Homes, Marketing, SFR, Event Planning, Residential Homes, Time Management, First Time Home Buyers, Selling, Condos, Buyer Representation, Single Family Homes, Investment Properties, New Home Sales, REO, Listings, real estate financing, real estate license, first time home sellers, New Home Construction, single family, home staging, existing home sales, Move-Up Home, move-up buyers, National Association of..., Wisconsin Realtors...
Education
Green Bay Preble
Milwaukee Area Technical College
Northeastern Wisconsin Technical College
Shorewest Realtors January 2010 - Present
Seone Silverman August 2008 - January 2010
Wells Fargo January 2004 - July 2008
Strong Funds 1996 - 2004
Miller Brewing Company 1993 - 1996
Skills
Real Estate, Sellers, Relocation, Customer Service, Referrals, Short Sales, Foreclosures, Buyers, ABR, New Homes, Marketing, SFR, Event Planning, Residential Homes, Time Management, First Time Home Buyers, Selling, Condos, Buyer Representation, Single Family Homes, Investment Properties, New Home Sales, REO, Listings, real estate financing, real estate license, first time home sellers, New Home Construction, single family, home staging, existing home sales, Move-Up Home, move-up buyers, National Association of..., Wisconsin Realtors...
Education
Green Bay Preble
Milwaukee Area Technical College
Northeastern Wisconsin Technical College
AMY HESSENAUER AMY HESSENAUER's Strong Funds Experience September 1985 - 1990
Job Financial Advisor | Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Wells Fargo Advisors January 2013 - Present
Wells Fargo June 2010 - January 2013
M&I Bank January 2010 - June 2010
JPMorgan December 1993 - December 2009
SEI Corporation February 1992 - December 1993
Strong Funds September 1985 - 1990
Skills
Investments, Financial Services, Retirement Planning, Estate Investment..., Strategic Planning, Marketing Strategy, Sales Management, Business Coaching, Sales Management...
Education
Marquette University 1988 — 1990
MBA, Marketing
Marquette University 1982 — 1986
BA, Economics & Political Science
Janesville Craig High School 1979 — 1982
Patrick Sturm, CIMA®, CPWA® Patrick Sturm, CIMA®, CPWA®'s Strong Funds Experience 1998 - 2006
Job Vice President, Principal at Pillar Wealth Management
Industry Financial Services
Experience
Pillar Wealth Management Company April 2013 - Present
Russell Investments July 2010 - March 2013
Russell Investments April 2006 - December 2010
Strong Funds 1998 - 2006
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, High Net Worth...
Education
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Finance
Pillar Wealth Management Company April 2013 - Present
Russell Investments July 2010 - March 2013
Russell Investments April 2006 - December 2010
Strong Funds 1998 - 2006
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, High Net Worth...
Education
Marquette University 1994 — 1998
Bachelor of Science (B.S.), Finance
Caryn Uebelacker's Strong Funds Experience 1998 - 2001
Job Administrative Assistant, Office of Student Affairs, School of Pharmacy, Concordia University Wisconsin
Industry Higher Education
Experience
Concordia University Wisconsin September 2013 - Present
Pet Partners January 2009 - Present
Associated Bank April 2013 - September 2013
US Bank December 2007 - March 2013
JPMorgan Chase 2005 - 2007
Washington Mutual, Inc. 2002 - 2004
strong funds 1998 - 2001
Skills
Customer Service, Mentoring, Selling, Banking, Retail, Knitting, Bowling, Small Business Lending, Loans, Microsoft Excel, Sales Management, Consumer Lending, Credit, Sales, Team Building, Outlook, Commercial Lending, Customer Satisfaction, Customer Experience, Leadership, Coaching, Time Management, PowerPoint, Microsoft Office, Administrative..., Administrative Work, Administrative Functions, Mortgage Lending, Lines Of Credit, Insurance, Recruiting, Finance, Employee Relations, Training, Financial Analysis, Process Improvement
Education
North Dakota State University 1985 — 1990
BS, Business Administration
Horlick High School 1981 — 1984
general, general
Concordia University Wisconsin September 2013 - Present
Pet Partners January 2009 - Present
Associated Bank April 2013 - September 2013
US Bank December 2007 - March 2013
JPMorgan Chase 2005 - 2007
Washington Mutual, Inc. 2002 - 2004
strong funds 1998 - 2001
Skills
Customer Service, Mentoring, Selling, Banking, Retail, Knitting, Bowling, Small Business Lending, Loans, Microsoft Excel, Sales Management, Consumer Lending, Credit, Sales, Team Building, Outlook, Commercial Lending, Customer Satisfaction, Customer Experience, Leadership, Coaching, Time Management, PowerPoint, Microsoft Office, Administrative..., Administrative Work, Administrative Functions, Mortgage Lending, Lines Of Credit, Insurance, Recruiting, Finance, Employee Relations, Training, Financial Analysis, Process Improvement
Education
North Dakota State University 1985 — 1990
BS, Business Administration
Horlick High School 1981 — 1984
general, general
Jeffrey Sanner Jeffrey Sanner's Strong Funds Experience February 1993 - March 1994
Job Dynamic Digital Executive
Industry Information Technology and Services
Experience
Sentry Insurance February 2011 - April 2014
Sentry Insurance March 2006 - February 2011
Sentry Insurance August 2003 - March 2006
Millennium Partners / Sycamore Group / WIPFLi March 1994 - August 2003
Strong Funds February 1993 - March 1994
Wisconsin Bell / Ameritech / SBC January 1989 - February 1993
Skills
IT Strategy, Business Analysis, SDLC, Enterprise Architecture, IT Management, Leadership, Business Intelligence, Strategic Planning, CRM, Insurance, Information Technology, Solution Architecture, Strategy, Vendor Management, Business Strategy, Software Product..., Mobile Product..., Agile Project Management, Project Portfolio..., Software Project..., Cross-functional Team..., Databases, Database Design, Management, SOA, Requirements Analysis, Business Process..., Process Improvement, Integration, Program Management, Agile Methodologies, Change Management, ITIL, SQL, Project Management, SaaS, Enterprise Software, Disaster Recovery, Risk Management, Requirements Gathering, Cloud Computing, Data Warehousing, Software Development, ERP, Management Consulting, PMO, Project Delivery, Business Process, Team Leadership, Strategic Roadmaps
Education
Milwaukee School of Engineering
Bachelor's Degree, Computer Science and Engineering
Sentry Insurance February 2011 - April 2014
Sentry Insurance March 2006 - February 2011
Sentry Insurance August 2003 - March 2006
Millennium Partners / Sycamore Group / WIPFLi March 1994 - August 2003
Strong Funds February 1993 - March 1994
Wisconsin Bell / Ameritech / SBC January 1989 - February 1993
Skills
IT Strategy, Business Analysis, SDLC, Enterprise Architecture, IT Management, Leadership, Business Intelligence, Strategic Planning, CRM, Insurance, Information Technology, Solution Architecture, Strategy, Vendor Management, Business Strategy, Software Product..., Mobile Product..., Agile Project Management, Project Portfolio..., Software Project..., Cross-functional Team..., Databases, Database Design, Management, SOA, Requirements Analysis, Business Process..., Process Improvement, Integration, Program Management, Agile Methodologies, Change Management, ITIL, SQL, Project Management, SaaS, Enterprise Software, Disaster Recovery, Risk Management, Requirements Gathering, Cloud Computing, Data Warehousing, Software Development, ERP, Management Consulting, PMO, Project Delivery, Business Process, Team Leadership, Strategic Roadmaps
Education
Milwaukee School of Engineering
Bachelor's Degree, Computer Science and Engineering
Patricia J. Petersen Patricia J. Petersen's Strong Funds Experience 1995 - 2000
Job President, CRC Concrete Raising & Repair
Industry Construction
Experience
CRC Concrete Raising & Repair January 2004 - Present
The Entrepreneur's Source April 2003 - February 2013
Prudential Institutional Retirement Plans March 2001 - March 2003
Standard & Poor's February 2000 - February 2001
Strong Funds 1995 - 2000
Lincoln Financial 1990 - 1995
Skills
Public Speaking, Franchising, Coaching, B2B, Entrepreneurship, Customer Service, Small Business, Sales Management, Franchise Consulting, Time Management, Start-ups, Business Coaching, Executive Coaching, Leadership Development, Marketing Strategy, Change Management, Team Leadership, Sellers, Negotiation, Contract Negotiation, Budgets, Concrete Materials, Lean Construction, Training, Management Consulting, Marketing, Leadership, Business Planning, Strategy, Sales Process, New Business Development, Sales, Organizational..., Business Development, Selling, Strategic Planning
Education
City Colleges of Chicago- Goldman Sachs 10,000 Small Businesses 2013 — 2013
Certificate, Business
Loyola University Chicago School of Law 1980 — 1983
JD, Law
Northwestern University 1976 — 1980
BA, Economics
CRC Concrete Raising & Repair January 2004 - Present
The Entrepreneur's Source April 2003 - February 2013
Prudential Institutional Retirement Plans March 2001 - March 2003
Standard & Poor's February 2000 - February 2001
Strong Funds 1995 - 2000
Lincoln Financial 1990 - 1995
Skills
Public Speaking, Franchising, Coaching, B2B, Entrepreneurship, Customer Service, Small Business, Sales Management, Franchise Consulting, Time Management, Start-ups, Business Coaching, Executive Coaching, Leadership Development, Marketing Strategy, Change Management, Team Leadership, Sellers, Negotiation, Contract Negotiation, Budgets, Concrete Materials, Lean Construction, Training, Management Consulting, Marketing, Leadership, Business Planning, Strategy, Sales Process, New Business Development, Sales, Organizational..., Business Development, Selling, Strategic Planning
Education
City Colleges of Chicago- Goldman Sachs 10,000 Small Businesses 2013 — 2013
Certificate, Business
Loyola University Chicago School of Law 1980 — 1983
JD, Law
Northwestern University 1976 — 1980
BA, Economics
Steve LaFore Steve LaFore's Strong Funds Experience August 1996 - January 2000
Job Assistant General Counsel at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2007 - Present
Northwestern Mutual June 2004 - June 2007
Northwestern Mutual January 2000 - June 2004
Strong Funds August 1996 - January 2000
Firstar Bank May 1994 - August 1996
Skills
Investments, Securities, Retirement Planning, Financial Services, 401k, Investment Advisory, Estate Planning, ERISA, Mutual Funds, Insurance, Retirement, Wealth Management, Pensions, FINRA, AML, Options, Private Equity, Employee Benefits, Variable Annuities
Education
Marquette University 2003 — 2007
JD, cum laude
Marquette University 1995 — 2001
MBA
University of Wisconsin-Madison 1989 — 1994
BBA, Finance and Marketing
Northwestern Mutual June 2007 - Present
Northwestern Mutual June 2004 - June 2007
Northwestern Mutual January 2000 - June 2004
Strong Funds August 1996 - January 2000
Firstar Bank May 1994 - August 1996
Skills
Investments, Securities, Retirement Planning, Financial Services, 401k, Investment Advisory, Estate Planning, ERISA, Mutual Funds, Insurance, Retirement, Wealth Management, Pensions, FINRA, AML, Options, Private Equity, Employee Benefits, Variable Annuities
Education
Marquette University 2003 — 2007
JD, cum laude
Marquette University 1995 — 2001
MBA
University of Wisconsin-Madison 1989 — 1994
BBA, Finance and Marketing
Linda Gee Linda Gee's Strong Funds Experience October 1993 - July 1996
Job Free Lance Art Direction & Project Management
Industry Retail
Experience
various businesses January 2007 - Present
Rockwell Automation April 2001 - January 2007
a variety of companies March 2000 - April 2001
Robert W. Baird July 1999 - March 2000
Carson Pirie Scott July 1996 - July 1999
Strong Funds October 1993 - July 1996
Gee Design March 1988 - October 1993
DCI Marketing October 1985 - March 1988
Rivera & Associates October 1984 - April 1985
Skills
Catalogs, Layout, Adobe Creative Suite, Art Direction, Creative Direction, Fashion, Brochures, Graphics, Direct Mail, Advertising, Graphic Design, Newsletters, Art, Photo Shoots, Image Manipulation, Photography, Marketing, Marketing Communications, Digital Photography
Education
Indiana University Bloomington 1976 — 1980
B.S., Fine Arts, Education
Madison Area Technical College
Associate's degree, Graphic Design
various businesses January 2007 - Present
Rockwell Automation April 2001 - January 2007
a variety of companies March 2000 - April 2001
Robert W. Baird July 1999 - March 2000
Carson Pirie Scott July 1996 - July 1999
Strong Funds October 1993 - July 1996
Gee Design March 1988 - October 1993
DCI Marketing October 1985 - March 1988
Rivera & Associates October 1984 - April 1985
Skills
Catalogs, Layout, Adobe Creative Suite, Art Direction, Creative Direction, Fashion, Brochures, Graphics, Direct Mail, Advertising, Graphic Design, Newsletters, Art, Photo Shoots, Image Manipulation, Photography, Marketing, Marketing Communications, Digital Photography
Education
Indiana University Bloomington 1976 — 1980
B.S., Fine Arts, Education
Madison Area Technical College
Associate's degree, Graphic Design
Bill Doering Bill Doering's Strong Funds Experience 1986 - 1988
Job Compliance Examiner
Industry Banking
Experience
Federal Deposit Insurance Corporation (FDIC) September 2012 - Present
Office of Complex Financial Institutions April 2011 - September 2012
FDIC May 2010 - April 2011
CD Mitchell and Company September 2009 - May 2010
Platinum Community Bank May 1999 - September 2009
Digital Merchant Systems May 1996 - May 1999
LaSalle Bank 1988 - 1996
Strong Funds 1986 - 1988
Skills
Risk Management, Banking, Financial Institutions, Team Building, Loans, Credit, Financial Analysis, Management, Portfolio Management, Risk Assessment, Retail Banking, Commercial Lending, Mortgage Lending, Bank Secrecy Act, Underwriting, Compliance Management, Mortgage Underwriting, Problem Solving, Operations Management, System Administration, Operating Systems, Customer Satisfaction, Team Leadership, Customer Experience, Customer Retention, Data Analysis, Pivot Tables, Documentation, Federal Government, Mentoring, Microsoft Office, Contract Negotiation, Network Administration, Product Development, Risk Mitigation, Supervisory Skills, Teaching, Microsoft Works, Internet Banking, Credit Risk, Commercial Banking, Credit Analysis, Financial Risk, Securities, Small Business Lending, Consumer Lending, Loan Origination, Loan Servicing, Cash Management, Strategy
Education
Marquette University
Bachelor's degree
The George Washington University
Contract Management
Federal Deposit Insurance Corporation (FDIC) September 2012 - Present
Office of Complex Financial Institutions April 2011 - September 2012
FDIC May 2010 - April 2011
CD Mitchell and Company September 2009 - May 2010
Platinum Community Bank May 1999 - September 2009
Digital Merchant Systems May 1996 - May 1999
LaSalle Bank 1988 - 1996
Strong Funds 1986 - 1988
Skills
Risk Management, Banking, Financial Institutions, Team Building, Loans, Credit, Financial Analysis, Management, Portfolio Management, Risk Assessment, Retail Banking, Commercial Lending, Mortgage Lending, Bank Secrecy Act, Underwriting, Compliance Management, Mortgage Underwriting, Problem Solving, Operations Management, System Administration, Operating Systems, Customer Satisfaction, Team Leadership, Customer Experience, Customer Retention, Data Analysis, Pivot Tables, Documentation, Federal Government, Mentoring, Microsoft Office, Contract Negotiation, Network Administration, Product Development, Risk Mitigation, Supervisory Skills, Teaching, Microsoft Works, Internet Banking, Credit Risk, Commercial Banking, Credit Analysis, Financial Risk, Securities, Small Business Lending, Consumer Lending, Loan Origination, Loan Servicing, Cash Management, Strategy
Education
Marquette University
Bachelor's degree
The George Washington University
Contract Management
Mike Malik, CIMA®, CRPC® Mike Malik, CIMA®, CRPC®'s Strong Funds Experience January 2001 - January 2004
Job VP Sales at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds January 2004 - Present
Strong Funds January 2001 - January 2004
Skills
CIMA, CRPC, Mutual Funds, Wealth Management, Mortgage Lending, Investments, Series 7, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Financial Services, Asset Management, Retirement, Securities, Finance, Series 63
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Marquette University High School 1990 — 1993
High school diploma
OppenheimerFunds January 2004 - Present
Strong Funds January 2001 - January 2004
Skills
CIMA, CRPC, Mutual Funds, Wealth Management, Mortgage Lending, Investments, Series 7, Asset Allocation, Alternative Investments, Retirement Planning, Investment Strategies, Equities, Financial Services, Asset Management, Retirement, Securities, Finance, Series 63
Education
Marquette University 1993 — 1997
Bachelor of Science (B.S.), Business Administration
Marquette University High School 1990 — 1993
High school diploma
Dave Rapozo Dave Rapozo's Strong Funds Experience 1996 - 1998
Job Vice President at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors January 2011 - December 2011
BlackRock July 2005 - December 2010
Barclays Global Investors June 2002 - December 2009
Barclays Global Investors 1999 - 2002
Firstar Mutual Fund Services 1998 - 1999
Strong Funds 1996 - 1998
Skills
Asset Allocation, Asset Management, Business Development, Contract Negotiation, Financial Risk, Investment Strategies, Investments, Sales, Wealth Management, Strategy, Series 7, Mutual Funds, Investment Management, Fixed Income, Financial Services, Equities, ETFs
Education
Marquette University 2006 — 2007
MBA, International Business
Cardinal Stritch University 1992 — 1996
BA, Accounting
Dimensional Fund Advisors February 2014 - Present
Dimensional Fund Advisors January 2012 - Present
Dimensional Fund Advisors January 2011 - December 2011
BlackRock July 2005 - December 2010
Barclays Global Investors June 2002 - December 2009
Barclays Global Investors 1999 - 2002
Firstar Mutual Fund Services 1998 - 1999
Strong Funds 1996 - 1998
Skills
Asset Allocation, Asset Management, Business Development, Contract Negotiation, Financial Risk, Investment Strategies, Investments, Sales, Wealth Management, Strategy, Series 7, Mutual Funds, Investment Management, Fixed Income, Financial Services, Equities, ETFs
Education
Marquette University 2006 — 2007
MBA, International Business
Cardinal Stritch University 1992 — 1996
BA, Accounting
Jan Friedli Jan Friedli's Strong Funds Experience February 1994 - February 1997
Job President at Silvan Homes, Inc.
Industry Real Estate
Experience
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Silvan Homes, Inc. November 2011 - Present
Invesco 2006 - November 2011
AIM Investments February 1999 - April 2006
Nicholas Applegate - Criterion February 1997 - February 1999
Strong Funds February 1994 - February 1997
PIMCO April 1991 - April 1993
The Vanguard Group May 1990 - February 1991
Skills
Investments, Portfolio Management, Real Estate, Real Estate Development, Strategic Planning, Construction Management, Construction, New Business Development, Project Management, Fixed Income, Trading, Management, Risk Management, Equities
Education
The University of Chicago - Booth School of Business 1994 — 1996
MBA, Finance, Statistics, Honors - top 10%
Villanova University 1986 — 1990
BSc, Computer Science, Cum Laude
Sandra Manfrin Sandra Manfrin's Strong Funds Experience 2001 - 2003
Job Independent Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Theatre on Main - Oconomowoc, WI 2008 - Present
Edward Jones 2003 - 2008
Strong Funds 2001 - 2003
Sip n' Snak Vending, LLC 2000 - 2002
B.C. Ziegler & Co. 1994 - 2000
Skills
Customer Service, Strategic Planning, Project Management, Event Planning, Event Management, Fundraising, Marketing, Publicity, Writing, Public Speaking, Public Relations, Sales Management, Sales Presentations, Finance, Strategic Financial..., Corporate Finance, Supervising, Direct Sales, Direct Marketing, Direct Mail, Musical Theatre, Theatrical Production, Community Theatre, Live Event Producer, Costumes, Advertising, Casting, Directing, Insurance, Art Education, Strategy, Nonprofits, Budgets, Team Building, Team Leadership, Social Networking, Training, Sales, Leadership, Business Planning, Investments, Leadership Development
Education
Concordia University-Wisconsin
Certified Medical Assistant
Concordia University-Wisconsin
Bachelor's degree, Business Management and Communications
University of Wisconsin-Whitewater
Theatre on Main - Oconomowoc, WI 2008 - Present
Edward Jones 2003 - 2008
Strong Funds 2001 - 2003
Sip n' Snak Vending, LLC 2000 - 2002
B.C. Ziegler & Co. 1994 - 2000
Skills
Customer Service, Strategic Planning, Project Management, Event Planning, Event Management, Fundraising, Marketing, Publicity, Writing, Public Speaking, Public Relations, Sales Management, Sales Presentations, Finance, Strategic Financial..., Corporate Finance, Supervising, Direct Sales, Direct Marketing, Direct Mail, Musical Theatre, Theatrical Production, Community Theatre, Live Event Producer, Costumes, Advertising, Casting, Directing, Insurance, Art Education, Strategy, Nonprofits, Budgets, Team Building, Team Leadership, Social Networking, Training, Sales, Leadership, Business Planning, Investments, Leadership Development
Education
Concordia University-Wisconsin
Certified Medical Assistant
Concordia University-Wisconsin
Bachelor's degree, Business Management and Communications
University of Wisconsin-Whitewater
Jim DeFalco Jim DeFalco's Strong Funds Experience November 2000 - September 2002
Job NPC Vice President of Advisory
Industry Financial Services
Experience
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
National Planning Corporation (NPC) June 2012 - Present
Strategic Capital Alternatives May 2010 - June 2012
Genworth Financial Wealth Management October 2008 - April 2010
AssetMark Investment Services January 2005 - April 2010
Nationwide Financial March 2003 - December 2004
Strong Funds November 2000 - September 2002
ING Funds September 1998 - November 2000
Princeton Securities Corp. February 1995 - September 1998
Skills
Sales, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Series 7, Financial Services, Finance, Wealth Management, Asset Allocation, Business Development, Financial Advisory
Education
Mansfield University of Pennsylvania 1990 — 1994
B.S., Business
Kevin R. Campbell's Strong Funds Experience 2004 - 2005
Job Senior Registered Associate Mequon Branch at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2014 - Present
Northwestern Mutual August 2013 - July 2014
Wells Fargo Advantage Funds 2005 - August 2013
Strong Funds 2004 - 2005
Strong Funds 2001 - 2004
Strong Funds 1999 - 2001
Skills
Series 63, Series 7, Series 66, Investments, Wealth Management, Mutual Funds, Securities, Financial Services, Investment Advisory, Finance, Retirement Planning, Retirement, Business Relationship..., Asset Allocation, 401k, Customer Retention, Customer Support, Sales, Credit, Relationship Management
Education
Marquette University 2002 — 2005
BS Org Leadership, Organizational Leadership/Management
Rock Bridge High School, Columbia, MO
Morgan Stanley Wealth Management July 2014 - Present
Northwestern Mutual August 2013 - July 2014
Wells Fargo Advantage Funds 2005 - August 2013
Strong Funds 2004 - 2005
Strong Funds 2001 - 2004
Strong Funds 1999 - 2001
Skills
Series 63, Series 7, Series 66, Investments, Wealth Management, Mutual Funds, Securities, Financial Services, Investment Advisory, Finance, Retirement Planning, Retirement, Business Relationship..., Asset Allocation, 401k, Customer Retention, Customer Support, Sales, Credit, Relationship Management
Education
Marquette University 2002 — 2005
BS Org Leadership, Organizational Leadership/Management
Rock Bridge High School, Columbia, MO
Tom Zemek's Strong Funds Experience 1996 - 2005
Job Business Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Business Systems ConsultantWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement & Trust 2005 - Present
Strong 1996 - 2007
Strong 1996 - 2007
Strong Capital Management 1996 - 2005
Strong Financial 1996 - 2005
Strong Funds 1996 - 2005
Education
Milwaukee School of Engineering 1996 — 2000
Wells Fargo Business Systems ConsultantWells Fargo Bank2005 - Present
Wells Fargo Institutional Retirement & Trust 2005 - Present
Strong 1996 - 2007
Strong 1996 - 2007
Strong Capital Management 1996 - 2005
Strong Financial 1996 - 2005
Strong Funds 1996 - 2005
Education
Milwaukee School of Engineering 1996 — 2000
Sue Wyderka's Strong Funds Experience April 1988 - August 1990
Job Assistant Store Manager, Michigan Avenue, Chicago, IL at Neiman Marcus
Industry Retail
Experience
Neiman Marcus April 2011 - Present
Macy's July 2006 - June 2011
Marshall Field's ~ State Street June 2000 - June 2006
Marshall Field's October 1990 - May 2000
Strong Funds April 1988 - August 1990
Skills
Retail, Retail Management, Stores, Profit, Visual Merchandising, Store Management, Human Resources, Sales Operations, Time Management, Fashion, Merchandising, Management
Education
Marquette University 1986 — 1990
Bachelor of Science, Marketing
Neiman Marcus April 2011 - Present
Macy's July 2006 - June 2011
Marshall Field's ~ State Street June 2000 - June 2006
Marshall Field's October 1990 - May 2000
Strong Funds April 1988 - August 1990
Skills
Retail, Retail Management, Stores, Profit, Visual Merchandising, Store Management, Human Resources, Sales Operations, Time Management, Fashion, Merchandising, Management
Education
Marquette University 1986 — 1990
Bachelor of Science, Marketing
David Schuebel's Strong Funds Experience 1993 - 1997
Job Independent Financial Advisor at Heartland Wealth Management
Industry Financial Services
Experience
Heartland Wealth Management March 2011 - Present
Ad-Tech Medical Instrument Corp February 2011 - August 2011
Chase Investment Services July 2009 - January 2011
Smith Barney 2006 - 2009
BC Ziegler June 2000 - November 2006
Firstar Trust March 1997 - June 2000
Strong Funds 1993 - 1997
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, 401k, ETFs, Investment Strategies, Financial Services, Finance, Portfolio Management
Education
Carthage College 1987 — 1991
Racine Park
Heartland Wealth Management March 2011 - Present
Ad-Tech Medical Instrument Corp February 2011 - August 2011
Chase Investment Services July 2009 - January 2011
Smith Barney 2006 - 2009
BC Ziegler June 2000 - November 2006
Firstar Trust March 1997 - June 2000
Strong Funds 1993 - 1997
Skills
Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, 401k, ETFs, Investment Strategies, Financial Services, Finance, Portfolio Management
Education
Carthage College 1987 — 1991
Racine Park
Richard Scanlan's Strong Funds Experience 1999 - 2004
Job Manager Data Center Services at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual October 2014 - Present
Northwestern Mutual April 2012 - October 2014
St. Paul Catholic School - Genesee 2011 - 2013
Northwestern Mutual September 2004 - April 2012
Strong Financial Corporation September 1999 - September 2004
Strong Funds 1999 - 2004
Strong Capital Management 1999 - 2004
MCI May 1994 - September 1999
Skills
Disaster Recovery, Data Center, Windows Server, SharePoint, Enterprise Architecture, IT Strategy, Network Security, Linux, VMware, SDLC, Vendor Management, Active Directory, Storage, SAN, Information Technology, Servers, Hardware, Business Analysis, Virtualization, Security, Solution Architecture, Visio, Cloud Computing, ITIL, Unix, Business Continuity, DNS, Citrix, Infrastructure, Network Architecture, IT Management, System Administration, Cisco Technologies, Firewalls
Education
Carroll College 2013 — 2015
Master's degree, Business Administration and Management, General
Concordia University-Wisconsin 2002 — 2004
BA, Management and Communication
Northwestern Mutual October 2014 - Present
Northwestern Mutual April 2012 - October 2014
St. Paul Catholic School - Genesee 2011 - 2013
Northwestern Mutual September 2004 - April 2012
Strong Financial Corporation September 1999 - September 2004
Strong Funds 1999 - 2004
Strong Capital Management 1999 - 2004
MCI May 1994 - September 1999
Skills
Disaster Recovery, Data Center, Windows Server, SharePoint, Enterprise Architecture, IT Strategy, Network Security, Linux, VMware, SDLC, Vendor Management, Active Directory, Storage, SAN, Information Technology, Servers, Hardware, Business Analysis, Virtualization, Security, Solution Architecture, Visio, Cloud Computing, ITIL, Unix, Business Continuity, DNS, Citrix, Infrastructure, Network Architecture, IT Management, System Administration, Cisco Technologies, Firewalls
Education
Carroll College 2013 — 2015
Master's degree, Business Administration and Management, General
Concordia University-Wisconsin 2002 — 2004
BA, Management and Communication
Michael Bressanelli's Strong Funds Experience January 2003 - December 2004
Job Regional Vice President, Financial Services Group, Oracle
Industry Information Technology and Services
Experience
Oracle 2011 - Present
Open Solutions, now a Fiserv Company March 2010 - January 2011
Open Solutions, now a FiServ Company March 2009 - March 2010
Metavante (formerly M&I Corporation) December 2004 - March 2009
Strong Funds January 2003 - December 2004
SEI Investments December 1999 - January 2003
M&I Trust Company (a division of M&I Corporation) January 1997 - December 1999
M&I Trust Company (a division of M&I Corporation) January 1993 - January 1997
Skills
Financial Services, Mergers, P&L Management, Sales Management, Contract Negotiation, Operations Management, Executive Management, Business Development, Process Improvement, Strategic Alliances, New Business Development, Banking, Management, Training, Mergers & Acquisitions, Change Management, Leadership, Sales Process, Sales, Outsourcing
Education
St. Norbert College 1988 — 1992
Business, Finance
Oracle 2011 - Present
Open Solutions, now a Fiserv Company March 2010 - January 2011
Open Solutions, now a FiServ Company March 2009 - March 2010
Metavante (formerly M&I Corporation) December 2004 - March 2009
Strong Funds January 2003 - December 2004
SEI Investments December 1999 - January 2003
M&I Trust Company (a division of M&I Corporation) January 1997 - December 1999
M&I Trust Company (a division of M&I Corporation) January 1993 - January 1997
Skills
Financial Services, Mergers, P&L Management, Sales Management, Contract Negotiation, Operations Management, Executive Management, Business Development, Process Improvement, Strategic Alliances, New Business Development, Banking, Management, Training, Mergers & Acquisitions, Change Management, Leadership, Sales Process, Sales, Outsourcing
Education
St. Norbert College 1988 — 1992
Business, Finance
David Burbie, CAIA, CIMA®'s Strong Funds Experience 1996 - 1999
Job Regional Investment Consultant at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments March 2011 - Present
Morgan Stanley Investment Management September 2007 - March 2011
Barclays Global Investors October 2005 - July 2007
Bank of America / Columbia Management June 2000 - September 2005
Strong Funds 1996 - 1999
Skills
Asset Management, Institutional, Fixed Income, Wealth Management, Asset Managment, Mutual Funds, Capital Markets, Financial Services, Wealth Management..., Investment Management, Asset Allocation, Investments, Investment Strategies, Series 63, Finance, Retirement Planning, Alternative Investments, Relationship Management, Hedge Funds, Series 7, Investment Advisory, High Net Worth..., ETFs, Equities
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education - CIMA
University of Wisconsin-Milwaukee - School of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Columbia Threadneedle Investments March 2011 - Present
Morgan Stanley Investment Management September 2007 - March 2011
Barclays Global Investors October 2005 - July 2007
Bank of America / Columbia Management June 2000 - September 2005
Strong Funds 1996 - 1999
Skills
Asset Management, Institutional, Fixed Income, Wealth Management, Asset Managment, Mutual Funds, Capital Markets, Financial Services, Wealth Management..., Investment Management, Asset Allocation, Investments, Investment Strategies, Series 63, Finance, Retirement Planning, Alternative Investments, Relationship Management, Hedge Funds, Series 7, Investment Advisory, High Net Worth..., ETFs, Equities
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Executive Education - CIMA
University of Wisconsin-Milwaukee - School of Business Administration 1991 — 1995
Bachelor's Degree, Finance
Darrin Oberhofer's Strong Funds Experience August 1995 - April 1996
Job Vice PresidentFund Operations at Inland Real Estate Investment Corporation
Industry Financial Services
Experience
Inland Real Estate Investment Corporation July 2012 - Present
Managers Investment Group September 2004 - June 2010
Scudder Investments January 2004 - August 2004
Scudder Investments, now DWS Investments October 2000 - December 2003
DWS Scudder Funds 1996 - 2003
DWS Scudder Funds October 1997 - September 2000
Scudder Funds November 1996 - October 1997
FIRSTAR EXPRESS May 1996 - November 1996
Strong Funds August 1995 - April 1996
Strong Funds 1995 - 1996
Skills
Management, Financial Services, Mutual Funds, Marketing, CRM, Training, Sales Management, Strategy
Education
Marquette University 1991 — 1995
BS, Business Administration
Marquette University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Inland Real Estate Investment Corporation July 2012 - Present
Managers Investment Group September 2004 - June 2010
Scudder Investments January 2004 - August 2004
Scudder Investments, now DWS Investments October 2000 - December 2003
DWS Scudder Funds 1996 - 2003
DWS Scudder Funds October 1997 - September 2000
Scudder Funds November 1996 - October 1997
FIRSTAR EXPRESS May 1996 - November 1996
Strong Funds August 1995 - April 1996
Strong Funds 1995 - 1996
Skills
Management, Financial Services, Mutual Funds, Marketing, CRM, Training, Sales Management, Strategy
Education
Marquette University 1991 — 1995
BS, Business Administration
Marquette University 1991 — 1995
Bachelor of Science, Business Administration; Finance
Klint Knueppel's Strong Funds Experience April 2000 - December 2004
Job Manager POS, Kohl's Department Stores
Industry Information Technology and Services
Experience
Kohl's Department Stores February 2010 - Present
Compuware October 2008 - February 2010
Thrivent Financial for Lutherans January 2005 - June 2008
Strong Funds April 2000 - December 2004
Education
University of Oklahoma - Price College of Business 1986 — 1991
BA, Marketing
Kohl's Department Stores February 2010 - Present
Compuware October 2008 - February 2010
Thrivent Financial for Lutherans January 2005 - June 2008
Strong Funds April 2000 - December 2004
Education
University of Oklahoma - Price College of Business 1986 — 1991
BA, Marketing
Andrew Hull's Strong Funds Experience February 1998 - March 2004
Job Information Security Officer at Heartland Technology Group
Industry Information Technology and Services
Experience
Heartland Business Systems December 2014 - Present
Associated Bank May 2010 - December 2014
Alta Resources September 2007 - February 2010
Alta Resources March 2004 - September 2007
Strong Funds February 1998 - March 2004
Thrivent Financial for Lutherans May 1991 - February 1998
Skills
IT Strategy, IT Service Delivery, Strategic Leadership, Product Management, Information Security..., Infrastructure..., Offshoring, Change Management, Information Security, Information Security..., Enterprise Architecture, IT Risk Management, Network Architecture, Application Architecture, Call Center Architecture, Risk Assessment, Financial Regulation, Securities Regulation, PCI DSS, Server Architecture, Enterprise Storage, Network Design, Virtualization, Unix, Windows, AS400 system, Six Sigma, Vulnerability Management, Security Incident &..., Telecommunications, VoIP, IVR, Data Center, Networking, CISM, Call Center, Network Security, Security, Disaster Recovery, Vendor Management, Servers, Firewalls, Infrastructure, Storage, Business Continuity, Information Technology, IT Operations, IT Management, Call Centers, Computer Security
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business
Cardinal Stritch University 1995 — 1999
BSM, Business Management
Heartland Business Systems December 2014 - Present
Associated Bank May 2010 - December 2014
Alta Resources September 2007 - February 2010
Alta Resources March 2004 - September 2007
Strong Funds February 1998 - March 2004
Thrivent Financial for Lutherans May 1991 - February 1998
Skills
IT Strategy, IT Service Delivery, Strategic Leadership, Product Management, Information Security..., Infrastructure..., Offshoring, Change Management, Information Security, Information Security..., Enterprise Architecture, IT Risk Management, Network Architecture, Application Architecture, Call Center Architecture, Risk Assessment, Financial Regulation, Securities Regulation, PCI DSS, Server Architecture, Enterprise Storage, Network Design, Virtualization, Unix, Windows, AS400 system, Six Sigma, Vulnerability Management, Security Incident &..., Telecommunications, VoIP, IVR, Data Center, Networking, CISM, Call Center, Network Security, Security, Disaster Recovery, Vendor Management, Servers, Firewalls, Infrastructure, Storage, Business Continuity, Information Technology, IT Operations, IT Management, Call Centers, Computer Security
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA, Business
Cardinal Stritch University 1995 — 1999
BSM, Business Management
Ellen-Ann Doman's Strong Funds Experience 1993 - 2004
Job Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2005 - Present
Strong Funds 1993 - 2004
Strong 1993 - 2004
Skills
Mutual Funds, Investments, 401k, Finance, Sales, Strategic Planning, Customer Service, Business Development, Leadership, Strategy, Process Improvement, Loans, Marketing, Analysis, New Business Development, Mergers & Acquisitions, Forecasting, Retirement Planning, Management
Education
Bradley University 1987 — 1991
BS, Business Administration
Brookfield Central 1984 — 1987
Wells Fargo January 2005 - Present
Strong Funds 1993 - 2004
Strong 1993 - 2004
Skills
Mutual Funds, Investments, 401k, Finance, Sales, Strategic Planning, Customer Service, Business Development, Leadership, Strategy, Process Improvement, Loans, Marketing, Analysis, New Business Development, Mergers & Acquisitions, Forecasting, Retirement Planning, Management
Education
Bradley University 1987 — 1991
BS, Business Administration
Brookfield Central 1984 — 1987
Amy Seider's Strong Funds Experience August 2002 - March 2003
Job Accountant
Industry Accounting
Experience
Perlick Corp August 2012 - Present
Seider Heating & Air Conditioning, Inc March 2003 - August 2012
Strong Funds August 2002 - March 2003
KPMG, LLP August 1999 - August 2002
Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Financial Accounting, US GAAP, SEC filings, Account Reconciliation, QuickBooks, General Ledger, Accounts Payable, Financial Analysis, Cash Flow, Accounts Receivable, Microsoft Excel
Education
Marquette University 1994 — 1999
Bachelor of Science, Accounting
Milwaukee Lutheran High School 1990 — 1994
High School Diploma
Perlick Corp August 2012 - Present
Seider Heating & Air Conditioning, Inc March 2003 - August 2012
Strong Funds August 2002 - March 2003
KPMG, LLP August 1999 - August 2002
Skills
Financial Reporting, Auditing, Internal Controls, GAAP, Financial Accounting, US GAAP, SEC filings, Account Reconciliation, QuickBooks, General Ledger, Accounts Payable, Financial Analysis, Cash Flow, Accounts Receivable, Microsoft Excel
Education
Marquette University 1994 — 1999
Bachelor of Science, Accounting
Milwaukee Lutheran High School 1990 — 1994
High School Diploma
John Malooly's Strong Funds Experience 1994 - 1995
Job Portfolio Manager at Wasatch Advisors
Industry Investment Management
Experience
Wasatch Advisors .UMB Fund ServicesMay 1995 - December 1997
Strong Funds 1994 - 1995
Skills
Investments, Equity Research, Finance, Asset Management, Equities, Mutual Funds, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments, Valuation
Education
Marquette University 1986 — 1990
BA, Business
Ealing
Wasatch Advisors .UMB Fund ServicesMay 1995 - December 1997
Strong Funds 1994 - 1995
Skills
Investments, Equity Research, Finance, Asset Management, Equities, Mutual Funds, Portfolio Management, Hedge Funds, Bloomberg, Alternative Investments, Valuation
Education
Marquette University 1986 — 1990
BA, Business
Ealing
Bruce Barch's Strong Funds Experience September 1999 - September 2000
Job Experienced Software Developer
Industry Computer Software
Experience
TruTek IT Consultant/Web DeveloperGenerac Power SystemsJune 2006 - October 2011
InPro Corporation June 2005 - May 2006
DCI Marketing March 2004 - June 2005
Coldwell Banker (The Real Estate Group) March 2003 - February 2004
Greenbrier & Russel (Sub contract for a Detroit-based automotive supplier) September 2002 - February 2003
GE Medical October 2000 - August 2002
Strong Funds September 1999 - September 2000
Catalyst Warehouse Management Systems January 1999 - September 1999
Education
Northern Illinois University 1980 — 1983
BS Computer Science, Computer Science, Math, Economics
TruTek IT Consultant/Web DeveloperGenerac Power SystemsJune 2006 - October 2011
InPro Corporation June 2005 - May 2006
DCI Marketing March 2004 - June 2005
Coldwell Banker (The Real Estate Group) March 2003 - February 2004
Greenbrier & Russel (Sub contract for a Detroit-based automotive supplier) September 2002 - February 2003
GE Medical October 2000 - August 2002
Strong Funds September 1999 - September 2000
Catalyst Warehouse Management Systems January 1999 - September 1999
Education
Northern Illinois University 1980 — 1983
BS Computer Science, Computer Science, Math, Economics
Erin Alonso's Strong Funds Experience 1996 - 1998
Job Benefits Outsourcing
Industry Human Resources
Experience
Xerox 2010 - 2012
Hewlett-Packard, EDS and Towers Perrin 2002 - 2010
Towers Perrin 1998 - 2002
Strong Funds 1996 - 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, WebEx, PowerPoint, Visual Basic, SQL Queries, Outlook, Crystal Reports, Beyond Compare, NetMeeting
Education
Lawrence University
Bachelor of Arts (B.A.), Mathematics
Xerox 2010 - 2012
Hewlett-Packard, EDS and Towers Perrin 2002 - 2010
Towers Perrin 1998 - 2002
Strong Funds 1996 - 1998
Skills
Microsoft Excel, Microsoft Word, Microsoft Access, WebEx, PowerPoint, Visual Basic, SQL Queries, Outlook, Crystal Reports, Beyond Compare, NetMeeting
Education
Lawrence University
Bachelor of Arts (B.A.), Mathematics
Nathan Westphal's Strong Funds Experience July 1999 - March 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2009 - Present
Wells Fargo April 2003 - October 2009
Strong Funds July 1999 - March 2003
Skills
Retirement, Financial Analysis, Financial Services, Investments, Mutual Funds
Education
Marquette University 2001 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1997 — 1999
University of Wisconsin-Stevens Point 1992 — 1997
Bachelor's Degree, History
Wells Fargo Advisors, LLC November 2009 - Present
Wells Fargo April 2003 - October 2009
Strong Funds July 1999 - March 2003
Skills
Retirement, Financial Analysis, Financial Services, Investments, Mutual Funds
Education
Marquette University 2001 — 2005
Master of Business Administration (M.B.A.)
University of Wisconsin-Milwaukee 1997 — 1999
University of Wisconsin-Stevens Point 1992 — 1997
Bachelor's Degree, History