Sundvold Financial
Description
Address: 1000 W Nifong Blvd #104, Columbia, MO 65203 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (573) 443-1000Place name: : : : Hours: Category: : : : Website: Website: http://sundvold.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sundvold Financial Posting publicly on the Web Write a review Reviews 1 Google review
Sundvold Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sundvold Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sundvold Financial Employees
Employee
Years
Job
Industry
Robert Weagley, Ph.D.,CFP(r) Robert Weagley, Ph.D.,CFP(r)'s Sundvold Financial Experience 1999 - Present
Job Chair, Personal Financial Planning at University of Missouri
Industry Education Management
Experience
University of Missouri September 1984 - Present
Sundvold Financial 1999 - Present
916EBroadway, LLC 2010 - Present
27N9th, LLC 2009 - Present
Rotary 1998 - Present
Zhejiang Gongshang University November 2014 - December 2014
Mid Missouri Estate Planning Council June 2005 - May 2013
Centennial Investors 2007 - 2011
Mount Saint Vincent University September 1976 - June 1978
Skills
Financial Planning, Lecturing, Teaching, Public Speaking, Strategic Planning, Investments, Insurance, Research, Public Relations, Non-profits, Strategic Financial..., Customer Service, Marketing, Fundraising, Higher Education, Leadership Development, Program Development, New Business Development, Budget, Negotiation, Management Consulting, Event Planning, Nonprofits, Budgets, Microsoft Office, Management, Program Management, Personal Financial..., Data Analysis, Social Media, Small Business, Financial Planners, Entrepreneurship, Qualitative Research, Grant Writing, Editing, Business Strategy, Leadership, Analysis, Organizational..., Retirement Planning, Social Networking, Community Outreach, Business Planning, Staff Development, Event Management, Financial Advisory, Estate Planning, Volunteer Management, Policy
Education
Cornell University 1981 — 1984
PhD, Consumer and Housing Economics
University of Missouri-Columbia 1974 — 1976
MS, Consumer Economics
University of Missouri-Columbia 1970 — 1974
BS, Sociology
Liberty High School 1966 — 1970
High School diploma
University of Missouri September 1984 - Present
Sundvold Financial 1999 - Present
916EBroadway, LLC 2010 - Present
27N9th, LLC 2009 - Present
Rotary 1998 - Present
Zhejiang Gongshang University November 2014 - December 2014
Mid Missouri Estate Planning Council June 2005 - May 2013
Centennial Investors 2007 - 2011
Mount Saint Vincent University September 1976 - June 1978
Skills
Financial Planning, Lecturing, Teaching, Public Speaking, Strategic Planning, Investments, Insurance, Research, Public Relations, Non-profits, Strategic Financial..., Customer Service, Marketing, Fundraising, Higher Education, Leadership Development, Program Development, New Business Development, Budget, Negotiation, Management Consulting, Event Planning, Nonprofits, Budgets, Microsoft Office, Management, Program Management, Personal Financial..., Data Analysis, Social Media, Small Business, Financial Planners, Entrepreneurship, Qualitative Research, Grant Writing, Editing, Business Strategy, Leadership, Analysis, Organizational..., Retirement Planning, Social Networking, Community Outreach, Business Planning, Staff Development, Event Management, Financial Advisory, Estate Planning, Volunteer Management, Policy
Education
Cornell University 1981 — 1984
PhD, Consumer and Housing Economics
University of Missouri-Columbia 1974 — 1976
MS, Consumer Economics
University of Missouri-Columbia 1970 — 1974
BS, Sociology
Liberty High School 1966 — 1970
High School diploma
Eric Morrison Eric Morrison's Sundvold Financial Experience August 2007 - December 2010
Job Senior Vice President & Columbia Market President at Providence Bank (Missouri and Texas)
Industry Banking
Experience
Providence Bank (Missouri and Texas) April 2015 - Present
Providence Bank (Missouri and Texas) December 2010 - April 2015
Sundvold Financial August 2007 - December 2010
University of Missouri 1998 - 2007
Skills
Public Speaking, Fundraising, Strategic Planning, New Business Development, Event Planning, Customer Service, Leadership, Business Development, Media Relations, Management, Investments, Banking, Nonprofits, Finance, Public Relations, Marketing, Marketing Communications, Employee Benefits, Advertising, Training, Budgets
Education
University of Missouri-Columbia 1994 — 1998
1998, Communication
Providence Bank (Missouri and Texas) April 2015 - Present
Providence Bank (Missouri and Texas) December 2010 - April 2015
Sundvold Financial August 2007 - December 2010
University of Missouri 1998 - 2007
Skills
Public Speaking, Fundraising, Strategic Planning, New Business Development, Event Planning, Customer Service, Leadership, Business Development, Media Relations, Management, Investments, Banking, Nonprofits, Finance, Public Relations, Marketing, Marketing Communications, Employee Benefits, Advertising, Training, Budgets
Education
University of Missouri-Columbia 1994 — 1998
1998, Communication
Daniel Weagley Daniel Weagley's Sundvold Financial Experience February 2005 - June 2008
Job Assistant Professor of Finance at Georgia Institute of Technology
Industry Higher Education
Experience
Georgia Institute of Technology July 2014 - Present
University of Michigan June 2008 - Present
Sundvold Financial February 2005 - June 2008
Skills
Data Analysis, Research, Statistics, SAS, Stata, Public Speaking, Investments, Financial Modeling, PowerPoint, Finance, Microsoft Office, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2014
PhD, Finance
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Finance, Economics
Georgia Institute of Technology July 2014 - Present
University of Michigan June 2008 - Present
Sundvold Financial February 2005 - June 2008
Skills
Data Analysis, Research, Statistics, SAS, Stata, Public Speaking, Investments, Financial Modeling, PowerPoint, Finance, Microsoft Office, Microsoft Excel
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2014
PhD, Finance
University of Missouri-Columbia, College of Business 2004 — 2008
BSBA, Finance, Economics
Austin Sloan Austin Sloan's Sundvold Financial Experience 2008 - 2011
Job Program Officer at Harry J. Lloyd Charitable Trust
Industry Philanthropy
Experience
Harry J. Lloyd Charitable Trust August 2014 - Present
Ronald Blue & Co. August 2011 - August 2014
Sundvold Financial 2008 - 2011
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (BS), Personal Financial Planning; Minors in Economics and Business Administration, Magna Cum Laude
Harry J. Lloyd Charitable Trust August 2014 - Present
Ronald Blue & Co. August 2011 - August 2014
Sundvold Financial 2008 - 2011
Education
University of Missouri-Columbia 2007 — 2011
Bachelor of Science (BS), Personal Financial Planning; Minors in Economics and Business Administration, Magna Cum Laude
Ashley Albrecht Ashley Albrecht's Sundvold Financial Experience March 2007 - December 2008
Job Asset Manager at KeyBank Real Estate Capital
Industry Banking
Experience
KeyBank Real Estate Capital April 2011 - Present
KeyBank Real Estate Capital September 2010 - April 2011
KeyBank Real Estate Capital January 2009 - August 2010
Sundvold Financial March 2007 - December 2008
Skills
CMBS, Credit Analysis, Financial Analysis, Portfolio Management, Real Estate, Loan Servicing, Investments, Finance, Asset Managment, Risk Management, Credit Risk, Commercial Mortgages, Analysis, Commercial Real Estate, Commercial Banking, Asset Management, Foreclosures, Financial Risk, Real Estate Transactions, LIHTC, Financial Reporting, Mortgage Servicing, Loan Modifications, Banking, Default
Education
University of Missouri-Columbia 2005 — 2008
Bachelor of Science (BS), Personal Financial Management
KeyBank Real Estate Capital April 2011 - Present
KeyBank Real Estate Capital September 2010 - April 2011
KeyBank Real Estate Capital January 2009 - August 2010
Sundvold Financial March 2007 - December 2008
Skills
CMBS, Credit Analysis, Financial Analysis, Portfolio Management, Real Estate, Loan Servicing, Investments, Finance, Asset Managment, Risk Management, Credit Risk, Commercial Mortgages, Analysis, Commercial Real Estate, Commercial Banking, Asset Management, Foreclosures, Financial Risk, Real Estate Transactions, LIHTC, Financial Reporting, Mortgage Servicing, Loan Modifications, Banking, Default
Education
University of Missouri-Columbia 2005 — 2008
Bachelor of Science (BS), Personal Financial Management
Kevin Bartolacci AIF, ChFC, CLU, CMFC Kevin Bartolacci AIF, ChFC, CLU, CMFC's Sundvold Financial Experience July 2012 - Present
Job Director of Research and Education at Sundvold Financial
Industry Financial Services
Experience
Sundvold Financial July 2012 - Present
Skills
Investments, Strategic Planning, Microsoft Excel, Insurance, Marketing, New Business Development, Strategic Financial..., Finance, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Employee Benefits, Financial Advisory, 401k, Quantitative Analytics
Education
University of Missouri-Columbia 1988 — 2004
Bachelor of Arts (BA), Sociology
David H. Hickman High School 1979 — 1982
Sundvold Financial July 2012 - Present
Skills
Investments, Strategic Planning, Microsoft Excel, Insurance, Marketing, New Business Development, Strategic Financial..., Finance, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Employee Benefits, Financial Advisory, 401k, Quantitative Analytics
Education
University of Missouri-Columbia 1988 — 2004
Bachelor of Arts (BA), Sociology
David H. Hickman High School 1979 — 1982
Mary Knight Mary Knight's Sundvold Financial Experience September 2010 - December 2012
Job Vice President of Investor Relations Private Equity group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley January 2014 - August 2015
AllianceBernstein August 2013 - December 2013
Sundvold Financial September 2010 - December 2012
American Century Investments May 2012 - August 2012
Office for Financial Success August 2010 - May 2012
Volunteer Income Tax Assistant January 2012 - April 2012
Voluntary Income Tax Assistant January 2011 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
Excel, Public Speaking, PowerPoint, Credit, Word, Outlook, Microsoft Office, Morningstar, PeopleSoft, Adobe, Customer Service, Product Marketing, Tax Returns, Microsoft Excel, Microsoft Word, Financial Analysis, Wealth Management, Insurance, Social Media, Finance, Leadership, Investments, Sales, Marketing, Facebook
Education
University of Missouri-Columbia 2008 — 2012
Financial Planning, MS/BS Finance
University de Bergamo 2010 — 2010
Finance
Morgan Stanley September 2015 - Present
Morgan Stanley January 2014 - August 2015
AllianceBernstein August 2013 - December 2013
Sundvold Financial September 2010 - December 2012
American Century Investments May 2012 - August 2012
Office for Financial Success August 2010 - May 2012
Volunteer Income Tax Assistant January 2012 - April 2012
Voluntary Income Tax Assistant January 2011 - May 2011
Northwestern Mutual June 2010 - August 2010
Skills
Excel, Public Speaking, PowerPoint, Credit, Word, Outlook, Microsoft Office, Morningstar, PeopleSoft, Adobe, Customer Service, Product Marketing, Tax Returns, Microsoft Excel, Microsoft Word, Financial Analysis, Wealth Management, Insurance, Social Media, Finance, Leadership, Investments, Sales, Marketing, Facebook
Education
University of Missouri-Columbia 2008 — 2012
Financial Planning, MS/BS Finance
University de Bergamo 2010 — 2010
Finance
Abby Kayser's Sundvold Financial Experience December 2009 - July 2011
Job Licensed Agent at Spring Venture Group
Industry Higher Education
Experience
Spring Venture Group June 2015 - Present
Helzberg School of Management Client Services RepresentativeAmerican Century InvestmentsJune 2014 - June 2015
Rockhurst University August 2011 - May 2015
Swank Boutique November 2012 - January 2015
Sundvold Financial December 2009 - July 2011
Skills
Time Management, Microsoft Office, English, Economics, Sales, Microsoft Word, Teamwork, Social Networking, Organization, Data Entry, Data Processing, Outlook, Salesforce.com, SmartDesk
Education
Rockhurst University 2011 — 2015
Law & Economics
Rockhurst University
Spring Venture Group June 2015 - Present
Helzberg School of Management Client Services RepresentativeAmerican Century InvestmentsJune 2014 - June 2015
Rockhurst University August 2011 - May 2015
Swank Boutique November 2012 - January 2015
Sundvold Financial December 2009 - July 2011
Skills
Time Management, Microsoft Office, English, Economics, Sales, Microsoft Word, Teamwork, Social Networking, Organization, Data Entry, Data Processing, Outlook, Salesforce.com, SmartDesk
Education
Rockhurst University 2011 — 2015
Law & Economics
Rockhurst University
Brian Neuner Brian Neuner's Sundvold Financial Experience 2009 - January 2014
Job Director of Business Development and Recruiting Coordinator at Joe Machens Dealerships
Industry Insurance
Experience
Joe Machens Dealerships January 2014 - Present
Boone Hospital Center 2007 - Present
Aflac 2008 - Present
Sundvold Financial 2009 - January 2014
UMB Bank 2000 - 2008
KOMU-TV 1989 - 2000
Skills
Public Speaking, Public Relations, Sports, Writer, Award-winning Sports..., Philanthropy, Health Insurance, Social Media, Strategic Planning, Fundraising, Marketing, Event Planning, Team Building, Media Relations, Social Networking, Leadership, Customer Service, Team Leadership, Editing, Strategic Communications, Marketing Communications, New Business Development, Marketing Strategy, Advertising, Facebook, Strategic Partnerships, Sales, Social Media Marketing, Entrepreneurship, Nonprofits, Online Advertising, Digital Media, Small Business, Account Management, Business Development, Strategy, Online Marketing, Insurance, Event Management, B2B
Education
University of Missouri-Columbia 1984 — 1988
BJ, Broadcast Journalism
helias
Joe Machens Dealerships January 2014 - Present
Boone Hospital Center 2007 - Present
Aflac 2008 - Present
Sundvold Financial 2009 - January 2014
UMB Bank 2000 - 2008
KOMU-TV 1989 - 2000
Skills
Public Speaking, Public Relations, Sports, Writer, Award-winning Sports..., Philanthropy, Health Insurance, Social Media, Strategic Planning, Fundraising, Marketing, Event Planning, Team Building, Media Relations, Social Networking, Leadership, Customer Service, Team Leadership, Editing, Strategic Communications, Marketing Communications, New Business Development, Marketing Strategy, Advertising, Facebook, Strategic Partnerships, Sales, Social Media Marketing, Entrepreneurship, Nonprofits, Online Advertising, Digital Media, Small Business, Account Management, Business Development, Strategy, Online Marketing, Insurance, Event Management, B2B
Education
University of Missouri-Columbia 1984 — 1988
BJ, Broadcast Journalism
helias
Alexis Clifton's Sundvold Financial Experience May 2011 - August 2011
Job Client Services Manager at Ryan
Industry Financial Services
Experience
Ryan June 2015 - Present
Columbia Performing Arts Centre August 2008 - May 2015
Glazer's Distributors October 2012 - April 2015
Sundvold Financial May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Communication Skills, Organizational..., Public Speaking, Wordpress, MS Project, Customer Service, Team Leadership, Flexibility, Team Building, Creative Direction, Analysis, WordPress, Social Media, Time Management, Sales, Finance, Marketing
Education
University of Missouri-Columbia 2008 — 2012
BS, Finance and Banking
Parkway South High School 2004 — 2008
Ryan June 2015 - Present
Columbia Performing Arts Centre August 2008 - May 2015
Glazer's Distributors October 2012 - April 2015
Sundvold Financial May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Communication Skills, Organizational..., Public Speaking, Wordpress, MS Project, Customer Service, Team Leadership, Flexibility, Team Building, Creative Direction, Analysis, WordPress, Social Media, Time Management, Sales, Finance, Marketing
Education
University of Missouri-Columbia 2008 — 2012
BS, Finance and Banking
Parkway South High School 2004 — 2008
Tom Kayser's Sundvold Financial Experience August 2004 - Present
Job Benefits Consultant at Sundvold Financial
Industry Insurance
Experience
Sundvold Financial August 2004 - Present
Sundvold Financial August 2003 - Present
Blue Cross and Blue Shield January 1993 - June 2004
Aetna 1986 - 1994
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Change Management, Leadership, Financial Analysis, Risk Management, Public Speaking, Social Media, Marketing, Life Insurance, Banking
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Economics
University of Missouri-Columbia 1981 — 1984
Bachelor of Arts (B.A.), Economics
Sundvold Financial August 2004 - Present
Sundvold Financial August 2003 - Present
Blue Cross and Blue Shield January 1993 - June 2004
Aetna 1986 - 1994
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Investments, Change Management, Leadership, Financial Analysis, Risk Management, Public Speaking, Social Media, Marketing, Life Insurance, Banking
Education
University of Missouri-Columbia 1981 — 1985
Bachelor of Arts (B.A.), Economics
University of Missouri-Columbia 1981 — 1984
Bachelor of Arts (B.A.), Economics
Bobby Sundvold's Sundvold Financial Experience October 2008 - Present
Job Student at University of MissouriColumbia
Industry Financial Services
Experience
Deja Vu Comedy Club August 2009 - Present
Sundvold Financial October 2008 - Present
Show Me State Games May 2009 - August 2009
Education
University of Missouri-Columbia 2006 — 2010
Mangement
Deja Vu Comedy Club August 2009 - Present
Sundvold Financial October 2008 - Present
Show Me State Games May 2009 - August 2009
Education
University of Missouri-Columbia 2006 — 2010
Mangement