Strong Investments
Industry: Company
DescriptionFounded: 1993 Parent organization: Strong Financial Corporation
Strong Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Strong Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Strong Investments Employees
Employee
Years
Job
Industry
Laura A. Hutchison, CIMA, CPWA Laura A. Hutchison, CIMA, CPWA's Strong Investments Experience October 2001 - April 2004
Job Practice Management Consultant at Russell Investments
Industry Financial Services
Experience
Russell Investments January 2015 - Present
Russell Investments April 2004 - December 2014
Russell Investments April 2004 - December 2014
Strong Investments October 2001 - April 2004
Strong Investments April 2000 - October 2001
Skills
Leadership, Series 7, Mutual Funds, Sales, Investments, Talent Management, Selling, Series 63, Asset Allocation, Coaching, Investment Management, Alternative Investments, Recruiting, Strategic Planning, Sales Management, Management, Financial Services, Asset Management
Education
Marquette University
MBA
Mount Mary College
BA, Public Relations
Additional Coursework / Training:
Russell Investments January 2015 - Present
Russell Investments April 2004 - December 2014
Russell Investments April 2004 - December 2014
Strong Investments October 2001 - April 2004
Strong Investments April 2000 - October 2001
Skills
Leadership, Series 7, Mutual Funds, Sales, Investments, Talent Management, Selling, Series 63, Asset Allocation, Coaching, Investment Management, Alternative Investments, Recruiting, Strategic Planning, Sales Management, Management, Financial Services, Asset Management
Education
Marquette University
MBA
Mount Mary College
BA, Public Relations
Additional Coursework / Training:
Danielle Taft's Strong Investments Experience July 2000 - August 2002
Job Stylist/Model
Industry Apparel & Fashion
Experience
Stitch Fix November 2014 - Present
DMG Model Management November 2013 - Present
EmbroidUS May 2012 - December 2014
Q&A Recruiting July 2004 - November 2004
Countrywide Home Loans July 2003 - April 2004
Cottonwood Financial August 2002 - April 2003
Strong Investments July 2000 - August 2002
Pridestaff January 2000 - June 2000
Skills
Retail, Employee Relations, Recruiting, Customer Service, Sales, Microsoft Office, Team Building, Marketing, New Business Development, Outlook, PowerPoint, Microsoft Word, Account Management
Education
University of North Texas 1997 — 1999
BA, Psychology
2009 Certified Teacher
Certificate, Education
Stitch Fix November 2014 - Present
DMG Model Management November 2013 - Present
EmbroidUS May 2012 - December 2014
Q&A Recruiting July 2004 - November 2004
Countrywide Home Loans July 2003 - April 2004
Cottonwood Financial August 2002 - April 2003
Strong Investments July 2000 - August 2002
Pridestaff January 2000 - June 2000
Skills
Retail, Employee Relations, Recruiting, Customer Service, Sales, Microsoft Office, Team Building, Marketing, New Business Development, Outlook, PowerPoint, Microsoft Word, Account Management
Education
University of North Texas 1997 — 1999
BA, Psychology
2009 Certified Teacher
Certificate, Education
Christopher Barlow, CFA Christopher Barlow, CFA's Strong Investments Experience March 2003 - December 2004
Job National Director, Defined Contribution Investments
Industry Financial Services
Experience
BMO Global Asset Management June 2014 - Present
Russell Investments April 2011 - June 2014
Wells Fargo August 2010 - March 2011
Wells Fargo January 2007 - August 2010
OppenheimerFunds July 2006 - December 2006
Enterprise Fund Distributors January 2005 - June 2006
Strong Investments March 2003 - December 2004
Strong Investments April 2000 - February 2003
Education
Brigham Young University 1997 — 2000
BS, Finance
BMO Global Asset Management June 2014 - Present
Russell Investments April 2011 - June 2014
Wells Fargo August 2010 - March 2011
Wells Fargo January 2007 - August 2010
OppenheimerFunds July 2006 - December 2006
Enterprise Fund Distributors January 2005 - June 2006
Strong Investments March 2003 - December 2004
Strong Investments April 2000 - February 2003
Education
Brigham Young University 1997 — 2000
BS, Finance
Gloria Turcotte Gloria Turcotte's Strong Investments Experience August 1998 - May 2005
Job Retired
Industry Environmental Services
Experience
Waste Management August 2006 - April 2014
Northwestern Mutual (contractor) May 2005 - June 2006
Strong Investments August 1998 - May 2005
Eagle Knitting Mills August 1982 - August 1998
Skills
Accounts Receivable, Recycling, Waste Management, Account Reconciliation, Accounting, Microsoft Excel, Invoicing, Accounts Payable, Time Management
Education
Divine Savior High School 1961 — 1965
Milwaukee Area Technical College
Waste Management August 2006 - April 2014
Northwestern Mutual (contractor) May 2005 - June 2006
Strong Investments August 1998 - May 2005
Eagle Knitting Mills August 1982 - August 1998
Skills
Accounts Receivable, Recycling, Waste Management, Account Reconciliation, Accounting, Microsoft Excel, Invoicing, Accounts Payable, Time Management
Education
Divine Savior High School 1961 — 1965
Milwaukee Area Technical College
Aimee Schattner Aimee Schattner's Strong Investments Experience October 2001 - September 2002
Job Public Health Analyst at Centers for Disease Control and Prevention
Industry Professional Training & Coaching
Experience
Centers for Disease Control and Prevention July 2013 - Present
Ministry of International Trade, Industry, Commerce, and Consumer Affairs October 2011 - November 2012
The University of Arizona August 2010 - October 2011
Peace Corps August 2006 - June 2010
Peace Corps September 2002 - December 2005
Strong Investments October 2001 - September 2002
Skills
Grant Writing, Community Outreach, Program Development, Non-profits, Public Speaking, Program Evaluation, International..., Community Development, Fundraising, Youth Development, Event Planning, Research, Nonprofits, Entrepreneurship, Marketing, Leadership, Management
Education
University of Arizona, Eller College of Management 2010 — 2011
MBA, Concentration: Marketing, Focus: Health Care Management
St. Norbert College 1997 — 2001
BBA, Minor: Mathematics
Centers for Disease Control and Prevention July 2013 - Present
Ministry of International Trade, Industry, Commerce, and Consumer Affairs October 2011 - November 2012
The University of Arizona August 2010 - October 2011
Peace Corps August 2006 - June 2010
Peace Corps September 2002 - December 2005
Strong Investments October 2001 - September 2002
Skills
Grant Writing, Community Outreach, Program Development, Non-profits, Public Speaking, Program Evaluation, International..., Community Development, Fundraising, Youth Development, Event Planning, Research, Nonprofits, Entrepreneurship, Marketing, Leadership, Management
Education
University of Arizona, Eller College of Management 2010 — 2011
MBA, Concentration: Marketing, Focus: Health Care Management
St. Norbert College 1997 — 2001
BBA, Minor: Mathematics
Jessica K. Winchell Jessica K. Winchell's Strong Investments Experience October 2001 - June 2002
Job Compliance Associate at Deutsche Bank
Industry Law Practice
Experience
Deutsche Bank August 2014 - Present
The University of Texas School of Law October 2013 - August 2014
Deutsche Bank June 2012 - September 2012
Temple University August 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Women in Science and Engineering Leadership Institute August 2004 - May 2010
The University of Kansas May 2003 - August 2004
Strong Investments October 2001 - June 2002
Strong Capital Management September 1999 - February 2000
Skills
Legal Research, Westlaw, Research, Legal Writing, Lexis, Tax Law, Litigation, Editing, Courts, International Law, Intellectual Property, Trials
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D., cum laude; top 25% of class
The University of Texas School of Law 2013 — 2013
Visiting student
Lancaster University 2012 — 2013
LL.M., with distinction, International Business & Corporate Law
University of Wisconsin-Madison 2004 — 2010
M.A., Political Science
University of Kansas 2002 — 2004
M.A., Russian & East European Studies
Bard College at Simon's Rock 1997 — 2001
B.A., German Studies, cum laude
Deutsche Bank August 2014 - Present
The University of Texas School of Law October 2013 - August 2014
Deutsche Bank June 2012 - September 2012
Temple University August 2011 - April 2012
Northwestern Mutual June 2011 - August 2011
Women in Science and Engineering Leadership Institute August 2004 - May 2010
The University of Kansas May 2003 - August 2004
Strong Investments October 2001 - June 2002
Strong Capital Management September 1999 - February 2000
Skills
Legal Research, Westlaw, Research, Legal Writing, Lexis, Tax Law, Litigation, Editing, Courts, International Law, Intellectual Property, Trials
Education
Temple University - James E. Beasley School of Law 2010 — 2013
J.D., cum laude; top 25% of class
The University of Texas School of Law 2013 — 2013
Visiting student
Lancaster University 2012 — 2013
LL.M., with distinction, International Business & Corporate Law
University of Wisconsin-Madison 2004 — 2010
M.A., Political Science
University of Kansas 2002 — 2004
M.A., Russian & East European Studies
Bard College at Simon's Rock 1997 — 2001
B.A., German Studies, cum laude
Joe Dailey, CFP® Joe Dailey, CFP®'s Strong Investments Experience 1999 - 2004
Job Director of Investment Planning at SJA Financial Advisory, LLC
Industry Investment Management
Experience
SJA Financial Advisory, LLC April 2010 - Present
Fidelity Investments February 2007 - April 2010
Strong Investments 1999 - 2004
Skills
Financial Advisory
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Pope John XXIII H.S. in Sparta, NJ
SJA Financial Advisory, LLC April 2010 - Present
Fidelity Investments February 2007 - April 2010
Strong Investments 1999 - 2004
Skills
Financial Advisory
Education
Fairfield University 1991 — 1995
Bachelor of Science (B.S.), Finance, General
Pope John XXIII H.S. in Sparta, NJ
Harold Onstad Harold Onstad's Strong Investments Experience 1999 - 2001
Job Communication Consultant | Writer | Editor | Creator of Clear and Effective Communications
Industry Financial Services
Experience
Financial Services, Health Care, Insurance January 2012 - Present
Wells Fargo Advisors 2008 - 2012
Strong Investments 1999 - 2001
Skills
People Skills, Exceptional verbal, Creative Writing, Problem Solving, Problem Analysis, Customer Oriented, Creativity, Fast Learner, Listener, Work Ethic, Internal & External..., Workforce Communications, Crisis Communications, Financial Services, Policy
Education
University of Minnesota Law School
Doctor of Law (JD)
University of Minnesota-Morris
Bachelor of Arts (BA), Political Science and History
Financial Services, Health Care, Insurance January 2012 - Present
Wells Fargo Advisors 2008 - 2012
Strong Investments 1999 - 2001
Skills
People Skills, Exceptional verbal, Creative Writing, Problem Solving, Problem Analysis, Customer Oriented, Creativity, Fast Learner, Listener, Work Ethic, Internal & External..., Workforce Communications, Crisis Communications, Financial Services, Policy
Education
University of Minnesota Law School
Doctor of Law (JD)
University of Minnesota-Morris
Bachelor of Arts (BA), Political Science and History
Muna Walker's Strong Investments Experience August 2001 - August 2002
Job Director of Program Strategy and Innovation at Big Brothers Big Sisters of Metropolitan Chicago
Industry Nonprofit Organization Management
Experience
Big Brothers Big Sisters of Metropolitan Chicago December 2014 - Present
Amachi July 2012 - November 2014
Public/Private Ventures May 2004 - July 2012
BAI July 2003 - April 2004
Strong Investments August 2001 - August 2002
Cognitive Arts May 1997 - August 1999
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
Northwestern University 1995 — 1996
MSJ, Journalism
Santa Clara University 1991 — 1995
Bachelor's degree, Communications
Big Brothers Big Sisters of Metropolitan Chicago December 2014 - Present
Amachi July 2012 - November 2014
Public/Private Ventures May 2004 - July 2012
BAI July 2003 - April 2004
Strong Investments August 2001 - August 2002
Cognitive Arts May 1997 - August 1999
Education
University of Chicago Graduate School of Business 1999 — 2001
Master of Business Administration (MBA)
Northwestern University 1995 — 1996
MSJ, Journalism
Santa Clara University 1991 — 1995
Bachelor's degree, Communications
Erikson S. Nystrom's Strong Investments Experience October 2000 - June 2002
Job Regional Director of Sales for LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds December 2012 - Present
Sage Trail Advisors, LLC October 2011 - December 2012
G360i March 2010 - November 2011
Wealth Exchange Solutions July 2005 - February 2010
Dividend Capital Securities July 2002 - June 2005
Strong Investments October 2000 - June 2002
ING Funds October 1998 - October 2000
Prior to 1998 1988 - 1998
Skills
Investments, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Real Estate, Start-ups, FINRA, Leadership, Investment Properties, Securities, Hedge Funds, Investment Advisory, Sales, ETFs, Retirement Planning, Financial Services, Portfolio Management, Selling, Financial Advisory, Asset Allocation, Asset Management, Series 6, Series 63
Education
Dickinson College 1984 — 1988
LoCorr Funds December 2012 - Present
Sage Trail Advisors, LLC October 2011 - December 2012
G360i March 2010 - November 2011
Wealth Exchange Solutions July 2005 - February 2010
Dividend Capital Securities July 2002 - June 2005
Strong Investments October 2000 - June 2002
ING Funds October 1998 - October 2000
Prior to 1998 1988 - 1998
Skills
Investments, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Real Estate, Start-ups, FINRA, Leadership, Investment Properties, Securities, Hedge Funds, Investment Advisory, Sales, ETFs, Retirement Planning, Financial Services, Portfolio Management, Selling, Financial Advisory, Asset Allocation, Asset Management, Series 6, Series 63
Education
Dickinson College 1984 — 1988
Nancy A. Maas Nancy A. Maas's Strong Investments Experience September 1997 - September 1998
Job President, Intuegy, Inc.
Industry Management Consulting
Experience
Intuegy, Inc. February 2008 - Present
Associated Banc-corp March 2005 - January 2008
M&I Corp September 1998 - March 2005
Strong Investments September 1997 - September 1998
Thrivent Financial June 1977 - September 1997
Skills
Strategy, Brand Architecture, Direct Marketing, Integrated Marketing, Strategic Planning, Leadership, Customer Acquisition, Segmentation, Research, Product Development, Strategist, Product Management, Marketing, Financial Services, Project Management, Banking, Coaching, Database Marketing, Online Marketing, Public Speaking
Education
Concordia University-Wisconsin
BA, Mgmt & Comm's
Intuegy, Inc. February 2008 - Present
Associated Banc-corp March 2005 - January 2008
M&I Corp September 1998 - March 2005
Strong Investments September 1997 - September 1998
Thrivent Financial June 1977 - September 1997
Skills
Strategy, Brand Architecture, Direct Marketing, Integrated Marketing, Strategic Planning, Leadership, Customer Acquisition, Segmentation, Research, Product Development, Strategist, Product Management, Marketing, Financial Services, Project Management, Banking, Coaching, Database Marketing, Online Marketing, Public Speaking
Education
Concordia University-Wisconsin
BA, Mgmt & Comm's
Angela Krause Lane, CFP® Angela Krause Lane, CFP®'s Strong Investments Experience March 2000 - May 2004
Job Financial Advisor
Industry Financial Services
Experience
Robert W. Baird & Co. May 2004 - Present
Strong Investments March 2000 - May 2004
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Customer Service, Portfolio Management
Education
Mount Mary University
Robert W. Baird & Co. May 2004 - Present
Strong Investments March 2000 - May 2004
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Series 63, Financial Services, Financial Planning, Customer Service, Portfolio Management
Education
Mount Mary University
Brian Wade's Strong Investments Experience January 1999 - June 2000
Job Vice President at Clarke Power Generation, Inc.
Industry Executive Office
Experience
Clarke Power Generation, Inc. April 2014 - Present
Wade Capital Advisors, llc. January 2007 - Present
Salon Concepts October 2006 - Present
Clarke Power Services, Inc. September 2011 - March 2014
Winston Wade Capital, LLC August 2003 - December 2008
Cielo Mobile June 2003 - November 2006
Rydex Investments 2000 - 2002
Strong Investments January 1999 - June 2000
Fidelity Investments 1992 - 1999
Skills
Strategy, Start-ups, Strategic Partnerships, Performance Management, Business Development, Business Planning, New Business Development, Portfolio Management, Business Strategy, Microsoft Office, Strategic Planning, Sales Management, Entrepreneurship, Investments, Leadership, Management, Marketing Strategy, Marketing, CRM, Budgets, Sales, Negotiation, Analysis, P&L Management, Leadership Development, Mergers & Acquisitions, Mobile Devices, Asset Management, Executive Management, Contract Negotiation, Management Consulting, Cross-functional Team..., Competitive Analysis, Retail, Valuation, Product Management, Operations Management, Product Development, Finance
Education
Emmanuel College
Bachelor's Degree
Clarke Power Generation, Inc. April 2014 - Present
Wade Capital Advisors, llc. January 2007 - Present
Salon Concepts October 2006 - Present
Clarke Power Services, Inc. September 2011 - March 2014
Winston Wade Capital, LLC August 2003 - December 2008
Cielo Mobile June 2003 - November 2006
Rydex Investments 2000 - 2002
Strong Investments January 1999 - June 2000
Fidelity Investments 1992 - 1999
Skills
Strategy, Start-ups, Strategic Partnerships, Performance Management, Business Development, Business Planning, New Business Development, Portfolio Management, Business Strategy, Microsoft Office, Strategic Planning, Sales Management, Entrepreneurship, Investments, Leadership, Management, Marketing Strategy, Marketing, CRM, Budgets, Sales, Negotiation, Analysis, P&L Management, Leadership Development, Mergers & Acquisitions, Mobile Devices, Asset Management, Executive Management, Contract Negotiation, Management Consulting, Cross-functional Team..., Competitive Analysis, Retail, Valuation, Product Management, Operations Management, Product Development, Finance
Education
Emmanuel College
Bachelor's Degree
Patricia Ingrilli Patricia Ingrilli's Strong Investments Experience November 2003 - March 2005
Job Associate, Institutional Sales at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management February 2014 - Present
Wells Fargo Advantage Funds July 2013 - February 2014
Wells Fargo Funds Distributor April 2005 - July 2013
Strong Investments November 2003 - March 2005
Strong Investments June 2000 - October 2003
BNY Clearing Services October 1997 - June 2000
Skills
Series 7, Series 24, Series 65, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Asset Managment, Investment Company Act, FINRA, Financial Risk
Education
Franciscan University of Steubenville 1994 — 1995
Political Science
University of Wisconsin-Milwaukee
Business Administration
Wells Capital Management February 2014 - Present
Wells Fargo Advantage Funds July 2013 - February 2014
Wells Fargo Funds Distributor April 2005 - July 2013
Strong Investments November 2003 - March 2005
Strong Investments June 2000 - October 2003
BNY Clearing Services October 1997 - June 2000
Skills
Series 7, Series 24, Series 65, Series 63, Securities, Investments, Uniform Combined State..., Financial Services, Asset Managment, Investment Company Act, FINRA, Financial Risk
Education
Franciscan University of Steubenville 1994 — 1995
Political Science
University of Wisconsin-Milwaukee
Business Administration
Thomas Nolan, CFP®, MBA Thomas Nolan, CFP®, MBA's Strong Investments Experience December 2002 - April 2004
Job Financial Advisor with Deangelis, Nolan & Associates
Industry Financial Services
Experience
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors May 2004 - October 2008
Strong Investments December 2002 - April 2004
Skills
Strategic Planning
Education
Marquette University 2002 — 2004
MBA
Marquette University 1998 — 2002
Bachelor of Science, Finance
St. Viator High School 1994 — 1998
Ameriprise Financial November 2008 - Present
H&R Block Financial Advisors May 2004 - October 2008
Strong Investments December 2002 - April 2004
Skills
Strategic Planning
Education
Marquette University 2002 — 2004
MBA
Marquette University 1998 — 2002
Bachelor of Science, Finance
St. Viator High School 1994 — 1998
Kristine Barnes's Strong Investments Experience 2000 - 2003
Job Service Project Manager at J M Brennan
Industry Construction
Experience
J.M. Brennan, Inc. June 2012 - Present
Bark River Investments LLC August 2005 - Present
Bassett Mechanical August 2011 - June 2012
StreetLinks Lender Solutions June 2010 - June 2011
Milwaukee Alarm Company March 2010 - June 2010
Faith Technologies December 2008 - March 2010
DocuTech February 2008 - October 2008
First Franklin February 2005 - December 2007
USA Funding Corp/Ideal Team November 2003 - February 2005
Strong Investments 2000 - 2003
Skills
Business Development, Salesforce.com, Selling, CRM, Sales Management, Cold Calling, Leadership, Management, Team Building, Sales, Microsoft Office, Lead Generation, Relationship Management, Account Management, Contract Negotiation, Coaching, New Business Development, Loans, Mortgage Lending, Customer Retention, Business Networking, B2B, Client, Customer Service, Start-ups, Training, Top Rated Sales..., Client Targeting and..., Negotiation, Product Management, Investments, Sales Process, Financial Analysis, Executive Management, Strategic Planning, Sales Operations, Project Management
Education
Creighton University 1986 — 1990
BSBA, Finance, 3.3
Brookfield East 1982 — 1986
3.7
J.M. Brennan, Inc. June 2012 - Present
Bark River Investments LLC August 2005 - Present
Bassett Mechanical August 2011 - June 2012
StreetLinks Lender Solutions June 2010 - June 2011
Milwaukee Alarm Company March 2010 - June 2010
Faith Technologies December 2008 - March 2010
DocuTech February 2008 - October 2008
First Franklin February 2005 - December 2007
USA Funding Corp/Ideal Team November 2003 - February 2005
Strong Investments 2000 - 2003
Skills
Business Development, Salesforce.com, Selling, CRM, Sales Management, Cold Calling, Leadership, Management, Team Building, Sales, Microsoft Office, Lead Generation, Relationship Management, Account Management, Contract Negotiation, Coaching, New Business Development, Loans, Mortgage Lending, Customer Retention, Business Networking, B2B, Client, Customer Service, Start-ups, Training, Top Rated Sales..., Client Targeting and..., Negotiation, Product Management, Investments, Sales Process, Financial Analysis, Executive Management, Strategic Planning, Sales Operations, Project Management
Education
Creighton University 1986 — 1990
BSBA, Finance, 3.3
Brookfield East 1982 — 1986
3.7
Nancy Heuer-Galica Nancy Heuer-Galica's Strong Investments Experience April 2000 - October 2005
Job Marketing Manager for a non profit
Industry Marketing and Advertising
Experience
Carter BloodCare July 2013 - Present
Alcon Laboratories, Inc. (contracted through Experis) May 2012 - June 2013
Cultural Care Au Pair January 2012 - September 2012
Wells Fargo Funds Management October 2005 - December 2007
Strong Investments April 2000 - October 2005
Aid Association for Lutherans June 1995 - April 2000
Skills
Product Management, Marketing Strategy, Marketing Communications, Marketing, Digital Marketing, Marketing Management, Advertising, Brand Management, Leadership, Direct Marketing, Management, E-commerce, Sales, Budgets, Strategic Planning, Strategy, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Masters, Marketing
Marian College of Fond du Lac 1999 — 2002
Bachelors, Marketing
Fox Valley Technical College 1994 — 1998
Associates, Marketing
NLSH 1990 — 1994
Carter BloodCare July 2013 - Present
Alcon Laboratories, Inc. (contracted through Experis) May 2012 - June 2013
Cultural Care Au Pair January 2012 - September 2012
Wells Fargo Funds Management October 2005 - December 2007
Strong Investments April 2000 - October 2005
Aid Association for Lutherans June 1995 - April 2000
Skills
Product Management, Marketing Strategy, Marketing Communications, Marketing, Digital Marketing, Marketing Management, Advertising, Brand Management, Leadership, Direct Marketing, Management, E-commerce, Sales, Budgets, Strategic Planning, Strategy, Process Improvement
Education
Keller Graduate School of Management of DeVry University 2003 — 2006
Masters, Marketing
Marian College of Fond du Lac 1999 — 2002
Bachelors, Marketing
Fox Valley Technical College 1994 — 1998
Associates, Marketing
NLSH 1990 — 1994
Jennifer Stell's Strong Investments Experience November 2001 - April 2004
Job Assistant Director, Advisory Services and Financial Operations at Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual April 2012 - Present
Northwestern Mutual August 2009 - April 2012
Northwestern Mutual September 2006 - August 2009
Northwestern Mutual July 2005 - September 2006
Robert W. Baird & Co. April 2004 - July 2005
Strong Investments November 2001 - April 2004
Robert W. Baird & Co. October 1998 - September 2001
Robert W. Baird & Co. August 1997 - October 1998
Robert W. Baird & Co. June 1995 - August 1997
Skills
Operations Management, Project Management, Relationship Management, Securities Trading, Investments, Presentations, Customer Service, Insurance, Equities, Series 7, Securities, Portfolio Management, Finance, Risk Management, Financial Services, Wealth Management, Mutual Funds
Education
Cornell College 1991 — 1995
Bachelor of Arts (BA), Psychology
Riverside University High School 1987 — 1991
Northwestern Mutual April 2012 - Present
Northwestern Mutual August 2009 - April 2012
Northwestern Mutual September 2006 - August 2009
Northwestern Mutual July 2005 - September 2006
Robert W. Baird & Co. April 2004 - July 2005
Strong Investments November 2001 - April 2004
Robert W. Baird & Co. October 1998 - September 2001
Robert W. Baird & Co. August 1997 - October 1998
Robert W. Baird & Co. June 1995 - August 1997
Skills
Operations Management, Project Management, Relationship Management, Securities Trading, Investments, Presentations, Customer Service, Insurance, Equities, Series 7, Securities, Portfolio Management, Finance, Risk Management, Financial Services, Wealth Management, Mutual Funds
Education
Cornell College 1991 — 1995
Bachelor of Arts (BA), Psychology
Riverside University High School 1987 — 1991
Terje Reedy Terje Reedy's Strong Investments Experience November 1999 - October 2000
Job Sr. Financial Analyst Supply Chain at Walgreens
Industry Retail
Experience
Walgreens September 2013 - Present
Walgreens October 2009 - September 2013
Walgreens April 2007 - October 2009
Wayne Hummer Asset Management January 2004 - April 2007
National Securities December 2001 - January 2004
The Mark Travel Corporation October 2000 - September 2001
Strong Investments November 1999 - October 2000
Skills
Financial Analysis, Forecasting, Pricing, Budgets, Portfolio Management, Microsoft Excel, Business Strategy, Valuation, Sales, Inventory Management, Teamwork, Sales Operations, Bank Reconciliation, Investment Management, Movex, NPV, Russian, Capex, Liaison, Bookkeeping, Wedding Planning, Event Planning, Weddings, Coordinating Events, Events
Education
Concordia University-Wisconsin 1997 — 2000
M.B.A; B.A
Walgreens September 2013 - Present
Walgreens October 2009 - September 2013
Walgreens April 2007 - October 2009
Wayne Hummer Asset Management January 2004 - April 2007
National Securities December 2001 - January 2004
The Mark Travel Corporation October 2000 - September 2001
Strong Investments November 1999 - October 2000
Skills
Financial Analysis, Forecasting, Pricing, Budgets, Portfolio Management, Microsoft Excel, Business Strategy, Valuation, Sales, Inventory Management, Teamwork, Sales Operations, Bank Reconciliation, Investment Management, Movex, NPV, Russian, Capex, Liaison, Bookkeeping, Wedding Planning, Event Planning, Weddings, Coordinating Events, Events
Education
Concordia University-Wisconsin 1997 — 2000
M.B.A; B.A
Barry Livingston, CFA, CAIA Barry Livingston, CFA, CAIA's Strong Investments Experience 1999 - 2004
Job CoHead Global Institutional Distribution
Industry Investment Management
Experience
Calamos Investments August 2008 - Present
Wells Capital Management January 2006 - August 2008
Wells Fargo Funds 2005 - 2006
Strong Investments 1999 - 2004
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Investments, Portfolio Management, Series 63, Asset Managment, Series 7, Asset Allocation, Hedge Funds, Investment Management, Investment Strategies, Morningstar
Education
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
University of Arkansas 1984 — 1989
BBS, Finance
Calamos Investments August 2008 - Present
Wells Capital Management January 2006 - August 2008
Wells Fargo Funds 2005 - 2006
Strong Investments 1999 - 2004
Skills
Alternative Investments, Mutual Funds, Asset Management, Equities, Investments, Portfolio Management, Series 63, Asset Managment, Series 7, Asset Allocation, Hedge Funds, Investment Management, Investment Strategies, Morningstar
Education
University of Arkansas at Little Rock 1991 — 1993
MBA, Finance
University of Arkansas 1984 — 1989
BBS, Finance
Scott Taft, CIMA® Scott Taft, CIMA®'s Strong Investments Experience July 2000 - April 2004
Job Vice President, Regional Director at Legg Mason
Industry Investment Management
Experience
Legg Mason April 2014 - Present
Legg Mason April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management) December 2007 - April 2009
Trust Company of the West August 2006 - December 2007
Citigroup Asset Management April 2004 - August 2006
Strong Investments July 2000 - April 2004
Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business
Education
Texas Christian University 1993 — 1998
Bachelor of Arts (B.A.), Management
Grapevine High School 1990 — 1993
Legg Mason April 2014 - Present
Legg Mason April 2009 - April 2014
Legg Mason (including predecessor firm Citigroup Asset Management) December 2007 - April 2009
Trust Company of the West August 2006 - December 2007
Citigroup Asset Management April 2004 - August 2006
Strong Investments July 2000 - April 2004
Skills
Web Presence, Online Marketing, Value Proposition..., Public Speaking, Mutual Funds, Separately Managed..., Fund Of Funds, Social Media Marketing, Online Presence, Client Acquisition, Client Retention, Client Relationship..., Prospect Research, Client Service, Relationship Marketing, Visibility, SEO, Website Building, Website Promotion, Wholesaling, Small Business
Education
Texas Christian University 1993 — 1998
Bachelor of Arts (B.A.), Management
Grapevine High School 1990 — 1993
Jeremias Francioli, MBA, CIMA Jeremias Francioli, MBA, CIMA's Strong Investments Experience June 2000 - March 2004
Job VP of Sales at Triloma
Industry Financial Services
Experience
Triloma June 2015 - Present
CNL Securities Corp. October 2008 - May 2015
Inland July 2007 - October 2008
CNL Securities April 2004 - July 2007
Strong Investments June 2000 - March 2004
Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, Marketing, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Sales, Email Marketing, Sales Management, Salesforce.com, Investment Properties, Strategic Financial..., Asset Allocation, Financial Analysis, Real Estate, Asset Management
Education
Marquette University 2003 — 2006
MBA, Finance
University of Wisconsin-Stevens Point 1996 — 2000
BA, Business & Spanish
Triloma June 2015 - Present
CNL Securities Corp. October 2008 - May 2015
Inland July 2007 - October 2008
CNL Securities April 2004 - July 2007
Strong Investments June 2000 - March 2004
Skills
Series 7, Series 63, Investments, Alternative Investments, Asset Managment, Series 24, Retirement Planning, Marketing, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Sales, Email Marketing, Sales Management, Salesforce.com, Investment Properties, Strategic Financial..., Asset Allocation, Financial Analysis, Real Estate, Asset Management
Education
Marquette University 2003 — 2006
MBA, Finance
University of Wisconsin-Stevens Point 1996 — 2000
BA, Business & Spanish
Ryan VanDeLoo, CFP® Ryan VanDeLoo, CFP®'s Strong Investments Experience May 2002 - January 2005
Job Financial Consultant at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2010 - Present
Beauchamp Maleki Consulting October 2008 - January 2010
Russell Investment Group July 2005 - September 2008
Strong Investments May 2002 - January 2005
Education
University of Wisconsin-Whitewater 1998 — 2002
BBS, Finance
University of Hertfordshire 2000 — 2001
Thrivent Financial for Lutherans January 2010 - Present
Beauchamp Maleki Consulting October 2008 - January 2010
Russell Investment Group July 2005 - September 2008
Strong Investments May 2002 - January 2005
Education
University of Wisconsin-Whitewater 1998 — 2002
BBS, Finance
University of Hertfordshire 2000 — 2001
John Mroz, CFA John Mroz, CFA's Strong Investments Experience September 1996 - August 2005
Job Director Managing Partner Transitions at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual July 2015 - Present
Northwestern Mutual August 2005 - July 2015
Strong Investments September 1996 - August 2005
Skills
Investments, Asset Allocation, Investment Research, Wealth Management, Equities, Mutual Funds
Education
Marquette University 1991 — 1995
B.S., Economics and Marketing
Northwestern Mutual July 2015 - Present
Northwestern Mutual August 2005 - July 2015
Strong Investments September 1996 - August 2005
Skills
Investments, Asset Allocation, Investment Research, Wealth Management, Equities, Mutual Funds
Education
Marquette University 1991 — 1995
B.S., Economics and Marketing
Jan Hanshaft Jan Hanshaft's Strong Investments Experience February 2000 - February 2005
Job Vice President Operational Services at Charles Schwab
Industry Investment Banking
Experience
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
Charles Schwab May 2011 - Present
Charles Schwab November 2009 - May 2011
Curian Capital February 2005 - January 2009
Strong Investments February 2000 - February 2005
UBS Investment Bank February 1987 - February 2000
UBS Securities 1987 - 2000
Skills
Series 7, Securities
Education
University of Pittsburgh 1982 — 1986
BS, Mathmatics, Psychology
Rochelle Comissiong Rochelle Comissiong's Strong Investments Experience January 2000 - May 2005
Job Trader & Operations Manager at Community Capital Management, Inc.
Industry Financial Services
Experience
Community Capital Management, Inc. February 2009 - Present
United Capital Markets 2005 - February 2009
Strong Investments January 2000 - May 2005
Skills
Series 7, Mutual Funds, Asset Management, Fixed Income, Investments, Microsoft Excel, Capital Markets, Financial Services, Credit, Securities, Performance Management, Series 63, FINRA, Financial Modeling, Bonds, Trading
Education
Royal Holloway, University of London 2015 — 2017
Master’s Degree, Social Work
University of Wisconsin-Milwaukee 2003 — 2005
Master of Business Administration (M.B.A.)
Thames Valley University 1994 — 1995
Abnormal Psychology
Florida Intermational University
Bachelor of Arts (B.A.), Psychology
Community Capital Management, Inc. February 2009 - Present
United Capital Markets 2005 - February 2009
Strong Investments January 2000 - May 2005
Skills
Series 7, Mutual Funds, Asset Management, Fixed Income, Investments, Microsoft Excel, Capital Markets, Financial Services, Credit, Securities, Performance Management, Series 63, FINRA, Financial Modeling, Bonds, Trading
Education
Royal Holloway, University of London 2015 — 2017
Master’s Degree, Social Work
University of Wisconsin-Milwaukee 2003 — 2005
Master of Business Administration (M.B.A.)
Thames Valley University 1994 — 1995
Abnormal Psychology
Florida Intermational University
Bachelor of Arts (B.A.), Psychology
Kenneth Karr Kenneth Karr's Strong Investments Experience February 1996 - January 2000
Job Partner, Highland Investment Advisors LLC
Industry Investment Management
Experience
Highland Investment Advisors LLC September 2006 - Present
McSherry Anderson, LLC 2004 - 2006
Strong Capital Management January 2000 - September 2003
Strong Investments February 1996 - January 2000
Arlington Police Department June 1980 - July 1995
Education
The University of Texas at Arlington 1988 — 1993
MBA
Ferris State University 1978 — 1980
Bachelor of Science
Highland Investment Advisors LLC September 2006 - Present
McSherry Anderson, LLC 2004 - 2006
Strong Capital Management January 2000 - September 2003
Strong Investments February 1996 - January 2000
Arlington Police Department June 1980 - July 1995
Education
The University of Texas at Arlington 1988 — 1993
MBA
Ferris State University 1978 — 1980
Bachelor of Science
Kathi (Tonn) Kwiatkowski's Strong Investments Experience February 1998 - December 2004
Job EBusiness consultant focusing on social media in the financial industry
Industry Internet
Experience
Wells Fargo Funds Distributor, LLC January 2005 - Present
Strong Investments February 1998 - December 2004
Strong Investments June 1996 - February 1998
Skills
Social Media, Blogging, JavaScript, User Experience, Information Architecture, Corporate Blogging, jQuery, Social Networking, HTML, Requirements Analysis, Mobile Devices, HTML + CSS, ADA compliance, mobile, Internet, Twitter, Writing
Education
University of Evansville 1992 — 1996
BS, Marketing, International Business
Wisconsin Lutheran High School 1988 — 1992
Wells Fargo Funds Distributor, LLC January 2005 - Present
Strong Investments February 1998 - December 2004
Strong Investments June 1996 - February 1998
Skills
Social Media, Blogging, JavaScript, User Experience, Information Architecture, Corporate Blogging, jQuery, Social Networking, HTML, Requirements Analysis, Mobile Devices, HTML + CSS, ADA compliance, mobile, Internet, Twitter, Writing
Education
University of Evansville 1992 — 1996
BS, Marketing, International Business
Wisconsin Lutheran High School 1988 — 1992
Lindsay Warford's Strong Investments Experience June 2002 - March 2004
Job Manager, at Affinion Group
Industry Marketing and Advertising
Experience
Affinion Group July 2013 - Present
Freelance Account Manager August 2006 - March 2008
Digitas April 2005 - August 2006
Tequila\TBWA Chiat Day May 2004 - April 2005
Strong Investments June 2002 - March 2004
Skills
Integrated Marketing, Digital Marketing, Interactive Marketing, Direct Mail, Marketing Strategy
Education
Washington State University 2010 — 2013
Certificate Program
University of Notre Dame 1998 — 2002
Bachelor of Arts (BA)
Affinion Group July 2013 - Present
Freelance Account Manager August 2006 - March 2008
Digitas April 2005 - August 2006
Tequila\TBWA Chiat Day May 2004 - April 2005
Strong Investments June 2002 - March 2004
Skills
Integrated Marketing, Digital Marketing, Interactive Marketing, Direct Mail, Marketing Strategy
Education
Washington State University 2010 — 2013
Certificate Program
University of Notre Dame 1998 — 2002
Bachelor of Arts (BA)
Sam Ushio's Strong Investments Experience 2002 - 2004
Job Director, Practice Management at Russell Investments
Industry Financial Services
Experience
Russell Investments November 2013 - Present
Russell Investments May 2009 - October 2013
Russell Investment Group March 2008 - May 2009
Russell Investments October 2005 - March 2008
Russell Investment Group October 2004 - October 2005
Strong Investments 2002 - 2004
Strong Investments 2000 - 2002
Education
University of Nebraska-Lincoln
Finance and Marketing
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA)
Russell Investments November 2013 - Present
Russell Investments May 2009 - October 2013
Russell Investment Group March 2008 - May 2009
Russell Investments October 2005 - March 2008
Russell Investment Group October 2004 - October 2005
Strong Investments 2002 - 2004
Strong Investments 2000 - 2002
Education
University of Nebraska-Lincoln
Finance and Marketing
University of Washington, Michael G. Foster School of Business
Master of Business Administration (MBA)
Lucy Schultz's Strong Investments Experience December 2002 - January 2004
Job Senior Designer at Wells Capital Management
Industry Financial Services
Experience
Wells Capital Management December 2002 - Present
Strong Investments December 2002 - January 2004
Maybe it's time 2001 - 2002
Skills
Newsletters, Marketing Communications, Social Media, Mutual Funds, Graphic Design, Financial Services, Logo Design, Marketing
Education
Minneapolis College of Art and Design 1995 — 1998
BFA, Graphic Design
University of Wisconsin-Eau Claire 1991 — 1993
Marketing
Wells Capital Management December 2002 - Present
Strong Investments December 2002 - January 2004
Maybe it's time 2001 - 2002
Skills
Newsletters, Marketing Communications, Social Media, Mutual Funds, Graphic Design, Financial Services, Logo Design, Marketing
Education
Minneapolis College of Art and Design 1995 — 1998
BFA, Graphic Design
University of Wisconsin-Eau Claire 1991 — 1993
Marketing
April Armstrong's Strong Investments Experience April 2001 - January 2005
Job Actively Seeking a Project Manager position
Industry Information Technology and Services
Experience
Currently unemployed - looking for a job May 2015 - Present
Black Knight Financial Services October 2009 - May 2015
Lender Processing Services, Inc. (LPS) January 2009 - November 2009
Wells Fargo Home Mortgage July 2007 - February 2008
Wells Fargo January 2005 - July 2007
Wells Fargo (Strong Capital Management) 2001 - 2007
Strong Investments April 2001 - January 2005
ImagePlus June 1994 - September 2000
Skills
SharePoint, Management, Leadership, Marketing, Human Resources, Training, Graphic Design, Troubleshooting, Time Management, PowerPoint, Mac, Direct Mail, Process Scheduler, Business Analysis, Visio, SDLC, Vendor Management, Process Improvement, Requirements Analysis, Project Management, Risk Management, Customer Service
Education
Mount Mary University 2003 — 2006
Currently unemployed - looking for a job May 2015 - Present
Black Knight Financial Services October 2009 - May 2015
Lender Processing Services, Inc. (LPS) January 2009 - November 2009
Wells Fargo Home Mortgage July 2007 - February 2008
Wells Fargo January 2005 - July 2007
Wells Fargo (Strong Capital Management) 2001 - 2007
Strong Investments April 2001 - January 2005
ImagePlus June 1994 - September 2000
Skills
SharePoint, Management, Leadership, Marketing, Human Resources, Training, Graphic Design, Troubleshooting, Time Management, PowerPoint, Mac, Direct Mail, Process Scheduler, Business Analysis, Visio, SDLC, Vendor Management, Process Improvement, Requirements Analysis, Project Management, Risk Management, Customer Service
Education
Mount Mary University 2003 — 2006
Jenn Przekurat (Bolivar)'s Strong Investments Experience 1996 - 2003
Job IS Business Automation Specialist at State of Wisconsin
Industry Government Administration
Experience
State of Wisconsin March 2013 - Present
State of Wisconsin August 2010 - March 2013
Domin-8 Enterprise Solutions March 2008 - March 2010
PAI March 2004 - March 2007
Strong Investments 1996 - 2003
Skills
Quality Assurance, Strategic Planning, Team Leadership, Project Management, Business Analysis, Operations Management, Risk Management, Marketing Strategy
Education
University of Wisconsin-Milwaukee - School of Business Administration 2000 — 2003
MBA
Ripon College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
State of Wisconsin March 2013 - Present
State of Wisconsin August 2010 - March 2013
Domin-8 Enterprise Solutions March 2008 - March 2010
PAI March 2004 - March 2007
Strong Investments 1996 - 2003
Skills
Quality Assurance, Strategic Planning, Team Leadership, Project Management, Business Analysis, Operations Management, Risk Management, Marketing Strategy
Education
University of Wisconsin-Milwaukee - School of Business Administration 2000 — 2003
MBA
Ripon College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Joe Wysocki, CFA's Strong Investments Experience May 2000 - October 2003
Job SVP, Portfolio Manager
Industry Investment Management
Experience
Calamos Investments February 2007 - Present
Calamos Investments October 2003 - February 2007
Strong Investments May 2000 - October 2003
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Investments, Equities, Fixed Income, Convertible Bonds, Convertible Securities
Education
Northern Illinois University 2006 — 2011
MBA
Lake Forest College 1996 — 2000
Bachelor of Arts (BA), Economics
Calamos Investments February 2007 - Present
Calamos Investments October 2003 - February 2007
Strong Investments May 2000 - October 2003
Skills
Portfolio Management, Mutual Funds, Alternative Investments, Asset Management, Investment Management, Investments, Equities, Fixed Income, Convertible Bonds, Convertible Securities
Education
Northern Illinois University 2006 — 2011
MBA
Lake Forest College 1996 — 2000
Bachelor of Arts (BA), Economics
David Eurich's Strong Investments Experience December 1999 - December 2001
Job Director Field Training at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2009 - Present
Northwestern Mutual February 2009 - November 2009
Northwestern Mutual July 2007 - January 2009
Northwestern Mutual February 2004 - June 2007
Northwestern Mutual January 2002 - February 2004
Strong Investments December 1999 - December 2001
The Mark Travel Corporation 1996 - 1999
Skills
Leadership, Strategic Planning, Employee Engagement, Strategy, Business Innovation, Training & Development, Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 65, Securities, Marketing, Series 63, Finance, Retirement, Series 6, Asset Allocation, FINRA, Financial Planning, Alternative Investments, Financial Advisory, Portfolio Management, Wealth Management, 401k
Education
Marquette University 2005 — 2007
Masters, Applied Economics
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Northwestern Mutual November 2009 - Present
Northwestern Mutual February 2009 - November 2009
Northwestern Mutual July 2007 - January 2009
Northwestern Mutual February 2004 - June 2007
Northwestern Mutual January 2002 - February 2004
Strong Investments December 1999 - December 2001
The Mark Travel Corporation 1996 - 1999
Skills
Leadership, Strategic Planning, Employee Engagement, Strategy, Business Innovation, Training & Development, Mutual Funds, Investments, Series 7, Insurance, Financial Services, Retirement Planning, Fixed Annuities, Strategic Financial..., Series 65, Securities, Marketing, Series 63, Finance, Retirement, Series 6, Asset Allocation, FINRA, Financial Planning, Alternative Investments, Financial Advisory, Portfolio Management, Wealth Management, 401k
Education
Marquette University 2005 — 2007
Masters, Applied Economics
Marquette University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Patti Ulwelling's Strong Investments Experience March 2000 - August 2004
Job Organizational Development Specialist
Industry Insurance
Experience
MGIC August 2004 - Present
West Allis-West Milwaukee School District April 2013 - Present
Strong Investments March 2000 - August 2004
Southeastern Wisconsin ASTD 2004 - 2004
Strong Capital Management 2000 - 2004
Cardinal Stritch University August 1991 - August 1999
Education
Cardinal Stritch University
MBA, Corporate Management
Marquette University
M.A., Communications
ASTD 2012 — 2012
Managing Organizational Knowledge Certificate
SPHR from HRCI 2008 — 2014
SPHR, Senior Practitioner in Human Resources
Southeastern Wisconsin ASTD 2004 — 2005
Certificate, Organization Development
MGIC August 2004 - Present
West Allis-West Milwaukee School District April 2013 - Present
Strong Investments March 2000 - August 2004
Southeastern Wisconsin ASTD 2004 - 2004
Strong Capital Management 2000 - 2004
Cardinal Stritch University August 1991 - August 1999
Education
Cardinal Stritch University
MBA, Corporate Management
Marquette University
M.A., Communications
ASTD 2012 — 2012
Managing Organizational Knowledge Certificate
SPHR from HRCI 2008 — 2014
SPHR, Senior Practitioner in Human Resources
Southeastern Wisconsin ASTD 2004 — 2005
Certificate, Organization Development
Stephanie Gurgel's Strong Investments Experience 2003 - 2004
Job Marketing Consultant
Industry Financial Services
Experience
Northwestern Mutual December 2010 - Present
M&I Bank May 2004 - December 2010
Strong Investments 2003 - 2004
Education
Marquette University 2004 — 2008
MBA
Marquette University 1996 — 2000
Bachelor of Science, Business Administration
Northwestern Mutual December 2010 - Present
M&I Bank May 2004 - December 2010
Strong Investments 2003 - 2004
Education
Marquette University 2004 — 2008
MBA
Marquette University 1996 — 2000
Bachelor of Science, Business Administration
Beth Schumacher, CFP®, MBA's Strong Investments Experience August 2001 - August 2004
Job Portfolio Manager at A to Z Financial Planning LLC
Industry Financial Services
Experience
A to Z Financial Planning LLC August 2011 - Present
M&I Financial Advisors, Inc. March 2005 - August 2011
Reis Financial Services August 2004 - March 2005
Strong Investments August 2001 - August 2004
Skills
Portfolio Management, Wealth Management, Investments, Financial Services, Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Financial Planning, Financial Analysis, Asset Management, Equities
Education
University of Wisconsin-Milwaukee - School of Business Administration 2006 — 2009
MBA, Investment Management
Carthage College 1996 — 2000
B.A., Business, Psychology, Economics
A to Z Financial Planning LLC August 2011 - Present
M&I Financial Advisors, Inc. March 2005 - August 2011
Reis Financial Services August 2004 - March 2005
Strong Investments August 2001 - August 2004
Skills
Portfolio Management, Wealth Management, Investments, Financial Services, Mutual Funds, Series 7, Asset Allocation, Retirement Planning, Financial Planning, Financial Analysis, Asset Management, Equities
Education
University of Wisconsin-Milwaukee - School of Business Administration 2006 — 2009
MBA, Investment Management
Carthage College 1996 — 2000
B.A., Business, Psychology, Economics
Sandra Liederbach's Strong Investments Experience 1996 - 2001
Job Assistant Vice President Wholesale Banking Risk Manager IT at U.S. Bank
Industry Financial Services
Experience
U.S. Bank March 2014 - Present
US Bank June 2007 - March 2014
Washington Mutual Bank - Home Loans Division 2001 - 2007
Strong Investments 1996 - 2001
Skills
Process Improvement, SDLC, Business Process..., Banking, Project Management, Integration, Financial Services, Strategy, Leadership, Management, Analysis, Risk Management
Education
Alverno College 1996 — 2000
B.A., Business and Management
U.S. Bank March 2014 - Present
US Bank June 2007 - March 2014
Washington Mutual Bank - Home Loans Division 2001 - 2007
Strong Investments 1996 - 2001
Skills
Process Improvement, SDLC, Business Process..., Banking, Project Management, Integration, Financial Services, Strategy, Leadership, Management, Analysis, Risk Management
Education
Alverno College 1996 — 2000
B.A., Business and Management
David Thamert's Strong Investments Experience January 2002 - October 2002
Job Sr. Ag Industry Specialist, Wells Fargo Bank N.A.
Industry Banking
Experience
Wells Fargo Bank October 2010 - Present
Commerce Bank February 2008 - October 2010
United Prairie Bank January 2003 - February 2008
Strong Investments January 2002 - October 2002
UBS January 1999 - January 2002
Education
The College of St. Scholastica 1998 — 2002
BA, Applied Economics
Wells Fargo Bank October 2010 - Present
Commerce Bank February 2008 - October 2010
United Prairie Bank January 2003 - February 2008
Strong Investments January 2002 - October 2002
UBS January 1999 - January 2002
Education
The College of St. Scholastica 1998 — 2002
BA, Applied Economics
Caroline (Boza) Laviolette's Strong Investments Experience July 2003 - March 2004
Job Volunteer at Northwestern Memorial Hospital
Industry Investment Management
Experience
Shedd Aquarium October 2008 - Present
Bar Method February 2010 - August 2011
Northwestern Memorial Hospital January 2009 - 2010
Bank of America February 2008 - April 2008
Bank of America June 2005 - February 2008
Gelber Group March 2004 - June 2005
Strong Investments July 2003 - March 2004
Strong Capital Management January 2003 - July 2003
CFA Intership 2002 - 2002
Skills
Portfolio Management
Education
University of Wisconsin-Madison 1999 — 2002
Consumer Science - Personal Finance
Miami University 1998 — 1999
Pre-Business
Waubonsie Valley High School
Shedd Aquarium October 2008 - Present
Bar Method February 2010 - August 2011
Northwestern Memorial Hospital January 2009 - 2010
Bank of America February 2008 - April 2008
Bank of America June 2005 - February 2008
Gelber Group March 2004 - June 2005
Strong Investments July 2003 - March 2004
Strong Capital Management January 2003 - July 2003
CFA Intership 2002 - 2002
Skills
Portfolio Management
Education
University of Wisconsin-Madison 1999 — 2002
Consumer Science - Personal Finance
Miami University 1998 — 1999
Pre-Business
Waubonsie Valley High School
Eric Sobczak's Strong Investments Experience 2001 - 2005
Job IRA Marketing Manager at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2006 - Present
EMJAY Retirement Services 2005 - 2006
Strong Investments 2001 - 2005
TCF Bank 2000 - 2001
Education
Lakeland College
Bachelor of Science (BS), Psychology
Robert W. Baird & Co. August 2006 - Present
EMJAY Retirement Services 2005 - 2006
Strong Investments 2001 - 2005
TCF Bank 2000 - 2001
Education
Lakeland College
Bachelor of Science (BS), Psychology
Tricia DelGaudio's Strong Investments Experience 2001 - 2003
Job Brand Strategist at Carbone Smolan Agency
Industry Marketing and Advertising
Experience
Carbone Smolan Agency July 2013 - Present
School of Visual Arts September 2012 - December 2014
Brand Strategist July 2011 - July 2013
Leo Burnett March 2013 - April 2013
PSFK September 2012 - February 2013
Deutsche Bank June 2007 - October 2011
Merrill Lynch 2005 - June 2007
Northwestern Mutual 2003 - July 2005
Strong Investments 2001 - 2003
Skills
Innovation, Strategy, Innovation Consulting, Qualitative Research, Branding & Identity, Quantitative Research, Ethnography, Resource Management, Corporate Branding, Art Direction, Adobe Creative Suite, Social Innovation, Typography, Strategic Communications, Brand Management, Brand Architecture, Blogging, CRM, Marketing Strategy, Brand Development, Marketing, Concept Development, Advertising, Graphic Design, Creative Direction
Education
School of Visual Arts 2011 — 2012
MPS, Masters of Branding
Milwaukee Institute of Art & Design 1998 — 2002
BFA, Communication Design
Burren College of Art 2001 — 2001
Photography and English Literature
Carbone Smolan Agency July 2013 - Present
School of Visual Arts September 2012 - December 2014
Brand Strategist July 2011 - July 2013
Leo Burnett March 2013 - April 2013
PSFK September 2012 - February 2013
Deutsche Bank June 2007 - October 2011
Merrill Lynch 2005 - June 2007
Northwestern Mutual 2003 - July 2005
Strong Investments 2001 - 2003
Skills
Innovation, Strategy, Innovation Consulting, Qualitative Research, Branding & Identity, Quantitative Research, Ethnography, Resource Management, Corporate Branding, Art Direction, Adobe Creative Suite, Social Innovation, Typography, Strategic Communications, Brand Management, Brand Architecture, Blogging, CRM, Marketing Strategy, Brand Development, Marketing, Concept Development, Advertising, Graphic Design, Creative Direction
Education
School of Visual Arts 2011 — 2012
MPS, Masters of Branding
Milwaukee Institute of Art & Design 1998 — 2002
BFA, Communication Design
Burren College of Art 2001 — 2001
Photography and English Literature
Travis Seurer's Strong Investments Experience July 2000 - December 2004
Job Compliance Manager Officer; Field Office Inspections at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2013 - Present
Wells Fargo November 2012 - November 2013
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors September 2007 - May 2011
Wells Fargo Advisors January 2005 - September 2007
Strong Investments July 2000 - December 2004
Skills
Financial Services, Risk Management, Mutual Funds, Customer Service, Securities, Microsoft Office, Series 63, Investments, Brokerage, Call Center, Retirement Planning, Fixed Income, Equities, Credit, Compliance, Process Improvement, Banking, Employee Stock Options, 401k, Microsoft Excel, Series 24, Series 7, series 9/10, Managerial Finance, Branch Management, Acquisition Integration, Training Facilitation, Fixed Annuities, Thompson One BETA, Asset Management, Call Centers, FINRA, Insurance, Relationship Management, Wealth Management
Education
University of Wisconsin-Milwaukee 1998 — 2000
M.A., Communications
St. Cloud State University 1993 — 1996
B.A., Communication Studies
Ameriprise Financial Services, Inc. November 2013 - Present
Wells Fargo November 2012 - November 2013
Wells Fargo Advisors May 2011 - November 2012
Wells Fargo Advisors September 2007 - May 2011
Wells Fargo Advisors January 2005 - September 2007
Strong Investments July 2000 - December 2004
Skills
Financial Services, Risk Management, Mutual Funds, Customer Service, Securities, Microsoft Office, Series 63, Investments, Brokerage, Call Center, Retirement Planning, Fixed Income, Equities, Credit, Compliance, Process Improvement, Banking, Employee Stock Options, 401k, Microsoft Excel, Series 24, Series 7, series 9/10, Managerial Finance, Branch Management, Acquisition Integration, Training Facilitation, Fixed Annuities, Thompson One BETA, Asset Management, Call Centers, FINRA, Insurance, Relationship Management, Wealth Management
Education
University of Wisconsin-Milwaukee 1998 — 2000
M.A., Communications
St. Cloud State University 1993 — 1996
B.A., Communication Studies
Jacek Oleszczak's Strong Investments Experience July 1998 - December 2004
Job Product Manager Retirement & Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2010 - Present
Wells Fargo January 2005 - December 2010
Strong Investments July 1998 - December 2004
Education
University of Wisconsin-Whitewater 1999 — 2001
MBA, Finance
Metropolitan State University 1992 — 1995
BS, Finance
Wells Fargo December 2010 - Present
Wells Fargo January 2005 - December 2010
Strong Investments July 1998 - December 2004
Education
University of Wisconsin-Whitewater 1999 — 2001
MBA, Finance
Metropolitan State University 1992 — 1995
BS, Finance
Ben Tienor's Strong Investments Experience 1997 - 2002
Job Dir Retail Marketing Strategy
Industry Retail
Experience
Shopko January 2009 - Present
Shopko September 2005 - January 2009
Flagstar Bank 2002 - 2005
Strong Investments 1997 - 2002
Skills
Retail, Trend Analysis, Forecasting, Microsoft Excel, PowerPoint, Media, Contract Negotiation, Marketing, Advertising, Marketing Strategy, Analysis
Education
Carroll College 1995 — 1999
BS, Business Administration
Shopko January 2009 - Present
Shopko September 2005 - January 2009
Flagstar Bank 2002 - 2005
Strong Investments 1997 - 2002
Skills
Retail, Trend Analysis, Forecasting, Microsoft Excel, PowerPoint, Media, Contract Negotiation, Marketing, Advertising, Marketing Strategy, Analysis
Education
Carroll College 1995 — 1999
BS, Business Administration
Kimberly Haugstad's Strong Investments Experience June 2002 - August 2003
Job Executive Director at Hemophilia Federation of America
Industry Public Policy
Experience
Hemophilia Federation of America August 2008 - Present
ACTion Partners, llp August 2003 - August 2008
Strong Investments June 2002 - August 2003
marchFIRST, USWEB/CKS June 1999 - January 2001
Stratagem June 1997 - May 1999
Jude M Werra & Associates June 1995 - May 1997
Lands' End June 1989 - May 1995
Skills
Strategic Planning, Organizational..., Executive Management, Organizational Design, Fundraising, Grant Writing, Non-profits, Leadership Development, Volunteer Management, Community Outreach, Marketing, Program Development, Public Policy, Nonprofits, Policy Analysis, Management, Board Development, Non-profit..., Grants, Grassroots Organizing, Strategic Communications, Leadership, Staff Development, Recruiting, Event Management, Research, Healthcare, Event Planning, Policy, Training, Program Evaluation, Public Speaking, Public Relations, Social Services, Hemophilia, Community Development, Community Organizing
Education
Fielding Graduate University 2005 — 2006
University of Wisconsin-Platteville 1990 — 1995
BS
University of West London 1992 — 1992
University of Wisconsin-Whitewater
MBA
Hemophilia Federation of America August 2008 - Present
ACTion Partners, llp August 2003 - August 2008
Strong Investments June 2002 - August 2003
marchFIRST, USWEB/CKS June 1999 - January 2001
Stratagem June 1997 - May 1999
Jude M Werra & Associates June 1995 - May 1997
Lands' End June 1989 - May 1995
Skills
Strategic Planning, Organizational..., Executive Management, Organizational Design, Fundraising, Grant Writing, Non-profits, Leadership Development, Volunteer Management, Community Outreach, Marketing, Program Development, Public Policy, Nonprofits, Policy Analysis, Management, Board Development, Non-profit..., Grants, Grassroots Organizing, Strategic Communications, Leadership, Staff Development, Recruiting, Event Management, Research, Healthcare, Event Planning, Policy, Training, Program Evaluation, Public Speaking, Public Relations, Social Services, Hemophilia, Community Development, Community Organizing
Education
Fielding Graduate University 2005 — 2006
University of Wisconsin-Platteville 1990 — 1995
BS
University of West London 1992 — 1992
University of Wisconsin-Whitewater
MBA
Scott Derus's Strong Investments Experience March 1996 - May 2003
Job Financial Services Professional
Industry Financial Services
Experience
Stark Investments May 2003 - July 2009
strong investments March 1996 - May 2003
Education
Marquette University
Stark Investments May 2003 - July 2009
strong investments March 1996 - May 2003
Education
Marquette University
Cindy Owings's Strong Investments Experience May 2001 - May 2006
Job Creative Design/Marketing Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2006 - Present
GE Healthcare May 2006 - November 2006
Strong Investments May 2001 - May 2006
Owings Graphics, Inc May 1985 - May 2001
Skills
Advertising, Marketing Strategy, Marketing, Creative Direction, Photoshop, Lead Generation, Strategy, Start-ups
Education
Mount Mary College
Liberal Arts with Math Minor, Graduated with Honors
Wells Fargo November 2006 - Present
GE Healthcare May 2006 - November 2006
Strong Investments May 2001 - May 2006
Owings Graphics, Inc May 1985 - May 2001
Skills
Advertising, Marketing Strategy, Marketing, Creative Direction, Photoshop, Lead Generation, Strategy, Start-ups
Education
Mount Mary College
Liberal Arts with Math Minor, Graduated with Honors
Troy Seebold's Strong Investments Experience April 2000 - October 2000
Job Trader/Researcher
Industry Capital Markets
Experience
Self Employed September 2013 - Present
Blackwater Capital Management February 2012 - June 2013
Crabel Capital Management, LLC April 2003 - May 2011
Momentum Securities April 2001 - April 2003
Strong Investments April 2000 - October 2000
Education
Concordia University-Wisconsin
BACHELOR OF ARTS, FINANCE
Self Employed September 2013 - Present
Blackwater Capital Management February 2012 - June 2013
Crabel Capital Management, LLC April 2003 - May 2011
Momentum Securities April 2001 - April 2003
Strong Investments April 2000 - October 2000
Education
Concordia University-Wisconsin
BACHELOR OF ARTS, FINANCE
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY