The Mutual Fund Store
Industry: Company
DescriptionHeadquarters: Overland Park, KS Founded: 1996 Parent organization: Financial Engines Subsidiaries: TMFS Insurance Agency, LLC, The Mutual Fund Research Center, LLC, The Mutual Fund Store-Nashville, Llc
The Mutual Fund Store List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at The Mutual Fund Store. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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The Mutual Fund Store Employees
Employee
Years
Job
Industry
Claire Mork Claire Mork's The Mutual Fund Store Experience October 2009 - Present
Job Helping people reach their goals through financial planning Investment Advisor at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store October 2009 - Present
Northwestern Mutual Financial Network July 2008 - November 2009
First Presbyterian Church May 2006 - July 2008
Northwestern Mutual May 2005 - May 2006
Renewable Choice Energy May 2004 - August 2004
Skills
Asset Allocation, Investments, Series 7, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Finance, 401k, Investment Strategies, Series 6, Investment Management, Securities, Financial Advisory, Financial Services, Strategic Financial..., Asset Management, Portfolio Management, Series 65, FINRA, IRAs, 401k Rollovers, Uniform Combined State..., Alternative Investments, Financial Planning
Education
Institute of Business & Finance 2010 — 2011
CFS® – Certified Fund Specialist®
University of Colorado Boulder 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
The Mutual Fund Store October 2009 - Present
Northwestern Mutual Financial Network July 2008 - November 2009
First Presbyterian Church May 2006 - July 2008
Northwestern Mutual May 2005 - May 2006
Renewable Choice Energy May 2004 - August 2004
Skills
Asset Allocation, Investments, Series 7, Series 63, Investment Advisory, Mutual Funds, Wealth Management, Retirement Planning, Retirement, Finance, 401k, Investment Strategies, Series 6, Investment Management, Securities, Financial Advisory, Financial Services, Strategic Financial..., Asset Management, Portfolio Management, Series 65, FINRA, IRAs, 401k Rollovers, Uniform Combined State..., Alternative Investments, Financial Planning
Education
Institute of Business & Finance 2010 — 2011
CFS® – Certified Fund Specialist®
University of Colorado Boulder 2002 — 2006
Bachelor of Business Administration (BBA), Finance, General
Jeri Walker, CPA Jeri Walker, CPA's The Mutual Fund Store Experience September 2008 - February 2015
Job Controller at Morgan Hunter
Industry Staffing and Recruiting
Experience
Morgan Hunter July 2015 - Present
The Mutual Fund Store - Oklahoma/SafeDefend, LLC February 2015 - July 2015
The Mutual Fund Store September 2008 - February 2015
The Mutual Fund Store 2004 - 2008
The Mutual Fund Store September 2000 - 2004
Lakemary Center January 1996 - August 2000
Universal Underwriters Group January 1994 - January 1996
Douglas C. Miller & Co, PA September 1990 - December 1993
Skills
Financial Analysis, Account Reconciliation, Cash Flow Forecasting, Accounting, CPA, Budget Process, Financial Services, Cash Management, Management, Treasury Management, Corporate Tax, Microsoft Dynamics, Mutual Funds, Securities, Investments, Commercial Banking, Tax Preparation, Business Tax Planning, State Tax, Great Plains, Quickbooks, Financial Statements
Education
University of Missouri-Kansas City 1985 — 1989
Bachelor's Degree, Accounting
Morgan Hunter July 2015 - Present
The Mutual Fund Store - Oklahoma/SafeDefend, LLC February 2015 - July 2015
The Mutual Fund Store September 2008 - February 2015
The Mutual Fund Store 2004 - 2008
The Mutual Fund Store September 2000 - 2004
Lakemary Center January 1996 - August 2000
Universal Underwriters Group January 1994 - January 1996
Douglas C. Miller & Co, PA September 1990 - December 1993
Skills
Financial Analysis, Account Reconciliation, Cash Flow Forecasting, Accounting, CPA, Budget Process, Financial Services, Cash Management, Management, Treasury Management, Corporate Tax, Microsoft Dynamics, Mutual Funds, Securities, Investments, Commercial Banking, Tax Preparation, Business Tax Planning, State Tax, Great Plains, Quickbooks, Financial Statements
Education
University of Missouri-Kansas City 1985 — 1989
Bachelor's Degree, Accounting
Jennifer Elmore's The Mutual Fund Store Experience February 2013 - Present
Job Project Specialist at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store February 2013 - Present
The Mutual Fund Store February 2011 - February 2013
The Mutual Fund Store October 2006 - February 2011
Fountain View on the Plaza January 2006 - October 2006
CLK Multifamily Management, LLC April 2004 - December 2005
Skills
Customer Service, Strategic Planning, Marketing, Management, Marketing Strategy, Microsoft Excel, Account Management, Research, PowerPoint, Public Speaking, Microsoft Word, Risk Management, Finance, Training, Leadership, Process Improvement, Small Business, Event Planning, Sales, Business Development, Public Relations, Social Media Marketing, Marketing Communications, Time Management, Advertising, Email Marketing, Social Media, Budgets, Outlook, Online Advertising, Strategic Communications, Team Building, Direct Marketing, Project Management, Online Marketing, Mutual Funds, Financial Services, Digital Marketing, Series 63, Retirement Planning, Securities, Wealth Management, Relationship Management, Integrated Marketing
Education
University of Missouri-Kansas City 2006 — 2008
BA, Communications
University of Kansas 1998 — 2001
The Mutual Fund Store February 2013 - Present
The Mutual Fund Store February 2011 - February 2013
The Mutual Fund Store October 2006 - February 2011
Fountain View on the Plaza January 2006 - October 2006
CLK Multifamily Management, LLC April 2004 - December 2005
Skills
Customer Service, Strategic Planning, Marketing, Management, Marketing Strategy, Microsoft Excel, Account Management, Research, PowerPoint, Public Speaking, Microsoft Word, Risk Management, Finance, Training, Leadership, Process Improvement, Small Business, Event Planning, Sales, Business Development, Public Relations, Social Media Marketing, Marketing Communications, Time Management, Advertising, Email Marketing, Social Media, Budgets, Outlook, Online Advertising, Strategic Communications, Team Building, Direct Marketing, Project Management, Online Marketing, Mutual Funds, Financial Services, Digital Marketing, Series 63, Retirement Planning, Securities, Wealth Management, Relationship Management, Integrated Marketing
Education
University of Missouri-Kansas City 2006 — 2008
BA, Communications
University of Kansas 1998 — 2001
Nick Jacobson's The Mutual Fund Store Experience 2007 - Present
Job VP Marketing & Communications at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2007 - Present
H&R Block 2001 - 2007
Addwater Agency 2000 - 2001
Gap Inc./Banana Republic 1995 - 2000
Skills
Marketing, Marketing Communications, Marketing Strategy, Media Relations, Integrated Marketing, Direct Marketing, Public Relations, Strategic Planning, Digital Marketing, Email Marketing, Marketing Research, Advertising, Social Media Marketing, Internal Communications, Analytics, Management, Online Advertising, Online Marketing, Brand Development, Corporate Communications, Strategic Communications, E-commerce, Event Planning, Account Management, Customer Insight, Marketing Management, Strategy, Website Development
Education
The University of Kansas 1992 — 1996
The Mutual Fund Store 2007 - Present
H&R Block 2001 - 2007
Addwater Agency 2000 - 2001
Gap Inc./Banana Republic 1995 - 2000
Skills
Marketing, Marketing Communications, Marketing Strategy, Media Relations, Integrated Marketing, Direct Marketing, Public Relations, Strategic Planning, Digital Marketing, Email Marketing, Marketing Research, Advertising, Social Media Marketing, Internal Communications, Analytics, Management, Online Advertising, Online Marketing, Brand Development, Corporate Communications, Strategic Communications, E-commerce, Event Planning, Account Management, Customer Insight, Marketing Management, Strategy, Website Development
Education
The University of Kansas 1992 — 1996
Nick Jensen's The Mutual Fund Store Experience December 2012 - May 2013
Job Founding Partner at Styrke Development, LLC
Industry Investment Management
Experience
Remodeling Envy October 2014 - Present
Styrke Development, LLC October 2014 - Present
Woodbury Technologies, Inc. May 2013 - October 2014
The Mutual Fund Store December 2012 - May 2013
TD Ameritrade July 2011 - November 2012
TD Ameritrade May 2010 - July 2011
TD Ameritrade January 2007 - May 2010
Skills
Series 63, Series 7, Uniform Combined State..., Coaching, Business Process..., Investments, Portfolio Management, Management, Risk Management, Strategy
Education
University of North Texas 2010 — 2012
Master of Business Administration, Business
Weber State University 2002 — 2004
B.S., Technical Sales
Remodeling Envy October 2014 - Present
Styrke Development, LLC October 2014 - Present
Woodbury Technologies, Inc. May 2013 - October 2014
The Mutual Fund Store December 2012 - May 2013
TD Ameritrade July 2011 - November 2012
TD Ameritrade May 2010 - July 2011
TD Ameritrade January 2007 - May 2010
Skills
Series 63, Series 7, Uniform Combined State..., Coaching, Business Process..., Investments, Portfolio Management, Management, Risk Management, Strategy
Education
University of North Texas 2010 — 2012
Master of Business Administration, Business
Weber State University 2002 — 2004
B.S., Technical Sales
Eric Walker Eric Walker's The Mutual Fund Store Experience 2014 - Present
Job Division Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
The Mutual Fund Store 2014 - Present
Equity Trust Company 2012 - 2014
TD Ameritrade April 2007 - August 2012
Citigroup Smith Barney December 2006 - April 2007
Charles Schwab & Co February 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Charles Schwab January 1990 - November 2006
Skills
Hiring, Business Planning, Customer Relations, Coaching, Fixed Income, Contact Management, Series 7, Consultative Selling, Sales Management, Series 63, Call Center, Financial Planning, P&L Management, Retirement Planning, Investments, Wealth Management, New Business Development, Strategic Planning, Executive Management, Business Strategy, Change Management, Securities, P&L, Team Building, Strategic Financial..., Mergers, Sales, Uniform Combined State..., Series 24, Income Statement, Management, Retirement, Sales Process, Investment Advisory, Financial Services, Program Management, Strategy, Cross-functional Team..., Leadership, Selling, Recruiting, Portfolio Management, Marketing Strategy, Customer Service, Marketing, CRM, Business Development, Mutual Funds, Training, Analysis
Education
Washington University in St. Louis - Olin Business School 2009 — 2009
Leading through Change
Truman State University 1985 — 1989
Bachelor of Science, Business Administration
Jason English Jason English's The Mutual Fund Store Experience October 2012 - Present
Job Divisional Vice President at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store October 2012 - Present
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
The Mutual Fund Store October 2012 - Present
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
David Mills, CFP® David Mills, CFP®'s The Mutual Fund Store Experience September 2007 - June 2011
Job Senior Financial Advisor at Annex Wealth Management
Industry Investment Management
Experience
Annex Wealth Management, LLC June 2011 - Present
The Mutual Fund Store September 2007 - June 2011
Vanguard November 1995 - July 2007
Education
University of Nebraska-Lincoln 1980 — 1985
Finance
Annex Wealth Management, LLC June 2011 - Present
The Mutual Fund Store September 2007 - June 2011
Vanguard November 1995 - July 2007
Education
University of Nebraska-Lincoln 1980 — 1985
Finance
Bruce K. Davis's The Mutual Fund Store Experience December 2007 - August 2009
Job SemiRetired Investment Management & Security
Industry Security and Investigations
Experience
The Mutual Fund Store December 2007 - August 2009
Wachovia Securities Financial Network September 1999 - August 2005
Golf USA York June 1995 - August 1998
York International October 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1970 — 1975
Sociology, Architecture
The Mutual Fund Store December 2007 - August 2009
Wachovia Securities Financial Network September 1999 - August 2005
Golf USA York June 1995 - August 1998
York International October 1987 - January 1995
Education
University of Illinois at Urbana-Champaign 1970 — 1975
Sociology, Architecture
Rik Ditter, CMFC®'s The Mutual Fund Store Experience August 2006 - Present
Job
Industry Investment Management
Experience
The Mutual Fund Store August 2006 - Present
Skills
Financial Analysis, Finance, Strategy, Risk Management, Wealth Management, Mutual Funds, Portfolio Management, Leadership, Investment Strategies, Securities, Mergers & Acquisitions, Investments, Asset Management, Asset Allocation, Management, Process Improvement, IRAs, Strategic Financial..., Business Development, Alternative Investments, Investment Advisory, Trading, 401k, High Net Worth..., Financial Advisory, Bonds, Financial Services, Wealth, Retirement Planning, Series 65, Retirement, Investment Management, ETFs, Financial Planning
Education
University of Missouri 1995 — 1998
BSBA, Business Management
The Mutual Fund Store August 2006 - Present
Skills
Financial Analysis, Finance, Strategy, Risk Management, Wealth Management, Mutual Funds, Portfolio Management, Leadership, Investment Strategies, Securities, Mergers & Acquisitions, Investments, Asset Management, Asset Allocation, Management, Process Improvement, IRAs, Strategic Financial..., Business Development, Alternative Investments, Investment Advisory, Trading, 401k, High Net Worth..., Financial Advisory, Bonds, Financial Services, Wealth, Retirement Planning, Series 65, Retirement, Investment Management, ETFs, Financial Planning
Education
University of Missouri 1995 — 1998
BSBA, Business Management
Cimalie Zoy, CFP's The Mutual Fund Store Experience April 2015 - Present
Job Vice President Investments
Industry Investment Management
Experience
The Mutual Fund Store April 2015 - Present
Palantir Capital Management March 2004 - April 2015
Stavis Margolis Advisory Services December 1999 - March 2004
Prudential Financial 1998 - November 1999
Skills
Wealth Management, Investment Advisory, Finance, Investments, Financial Planning, Retirement, Management, Asset Management, Securities, Wealth
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Management and Finance
The University of Texas at Austin 1992 — 1997
BA, Sociology
The Mutual Fund Store April 2015 - Present
Palantir Capital Management March 2004 - April 2015
Stavis Margolis Advisory Services December 1999 - March 2004
Prudential Financial 1998 - November 1999
Skills
Wealth Management, Investment Advisory, Finance, Investments, Financial Planning, Retirement, Management, Asset Management, Securities, Wealth
Education
Tulane University - A.B. Freeman School of Business 2003 — 2005
MBA, Management and Finance
The University of Texas at Austin 1992 — 1997
BA, Sociology
Christal Mengel's The Mutual Fund Store Experience July 2012 - August 2014
Job Tax Compliance Analyst, Indirect Tax
Industry Telecommunications
Experience
Avalara July 2015 - Present
Suture Express August 2014 - July 2015
The Mutual Fund Store July 2012 - August 2014
The Mutual Fund Store July 2012 - August 2014
Dash Pacific 2007 - 2012
Horizon Asset Management February 2006 - May 2006
Cleary Building Corp. October 2005 - February 2006
County of Portage, Wisconsin June 2004 - August 2005
Skills
Bookkeeping, Customer Service, Variance Analysis, Accruals, Microsoft Office, Budgets, Financial Statements, Bank Reconciliation, Financial Analysis, GAAP, Journal Entries, Expenses, Forecasting, Cash Flow, Cash Management, Cost Accounting, Spreadsheets, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Managerial Finance, Peachtree, Internal Controls, Internal Audit, Sarbanes-Oxley, Data Entry, General Ledger, Accounts Receivable, Accounting, Fixed Assets, Sales Tax, Microsoft Excel, Tax, Analysis, QuickBooks, Financial Reporting, P, Financial Accounting, Strategic Planning, Finance, Auditing, Financial Planning, Management Accounting, Preparation, Sales & Use Tax, Multi-State Sales Tax, Microsoft Dynamics GP, Management
Education
University of Phoenix 2011 — 2012
Master's degree, Accounting
University of Phoenix 2008 — 2011
Bachelor's of Science, Accounting
Creighton University 1996 — 1999
Avalara July 2015 - Present
Suture Express August 2014 - July 2015
The Mutual Fund Store July 2012 - August 2014
The Mutual Fund Store July 2012 - August 2014
Dash Pacific 2007 - 2012
Horizon Asset Management February 2006 - May 2006
Cleary Building Corp. October 2005 - February 2006
County of Portage, Wisconsin June 2004 - August 2005
Skills
Bookkeeping, Customer Service, Variance Analysis, Accruals, Microsoft Office, Budgets, Financial Statements, Bank Reconciliation, Financial Analysis, GAAP, Journal Entries, Expenses, Forecasting, Cash Flow, Cash Management, Cost Accounting, Spreadsheets, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Managerial Finance, Peachtree, Internal Controls, Internal Audit, Sarbanes-Oxley, Data Entry, General Ledger, Accounts Receivable, Accounting, Fixed Assets, Sales Tax, Microsoft Excel, Tax, Analysis, QuickBooks, Financial Reporting, P, Financial Accounting, Strategic Planning, Finance, Auditing, Financial Planning, Management Accounting, Preparation, Sales & Use Tax, Multi-State Sales Tax, Microsoft Dynamics GP, Management
Education
University of Phoenix 2011 — 2012
Master's degree, Accounting
University of Phoenix 2008 — 2011
Bachelor's of Science, Accounting
Creighton University 1996 — 1999
Steve Nykamp, CFP®'s The Mutual Fund Store Experience July 2010 - June 2013
Job Senior Vice President at Personal Capital Advisors
Industry Financial Services
Experience
Personal Capital Advisors June 2013 - Present
The Mutual Fund Store July 2010 - June 2013
Financial Network Investment Corporation, Member SIPC. A Lightyear Capital LLC Company August 2009 - July 2010
FPA of the East Bay - Financial Planning Association August 2008 - August 2009
Walnut Creek Wealth Management April 2006 - August 2009
Skills
Retirement Planning, Asset Allocation, Investments, Tax Reduction, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Advisory, Investment Strategies, Asset Managment, 401k, Portfolio Management, Investment Management, Asset Management, Small Business, Uniform Combined State..., Securities, Financial Modeling, Estate Planning, Financial Planners, Series 65, Personal Finance, Retirement, Risk Management, Credit, Certified Financial..., Equities, Insurance, Financial Analysis, Life Insurance, IRAs, Banking, Employee Benefits, Capital Markets, Finance, Series 6, FINRA, Fixed Annuities, Trading, Series 63, Wealth Accumulation, Wealth, Financial Goals, Long-term Care, Personal Financial..., ETFs, Alternative Investments, High Net Worth..., Bonds
Education
University of California, Berkeley Extension 2006 — 2009
Professional, Personal Financial Planning
University of California, Davis 2000 — 2005
Bachelors of Science, Managerial Economics
Personal Capital Advisors June 2013 - Present
The Mutual Fund Store July 2010 - June 2013
Financial Network Investment Corporation, Member SIPC. A Lightyear Capital LLC Company August 2009 - July 2010
FPA of the East Bay - Financial Planning Association August 2008 - August 2009
Walnut Creek Wealth Management April 2006 - August 2009
Skills
Retirement Planning, Asset Allocation, Investments, Tax Reduction, Wealth Management, Mutual Funds, Investment Advisory, Strategic Financial..., Financial Advisory, Investment Strategies, Asset Managment, 401k, Portfolio Management, Investment Management, Asset Management, Small Business, Uniform Combined State..., Securities, Financial Modeling, Estate Planning, Financial Planners, Series 65, Personal Finance, Retirement, Risk Management, Credit, Certified Financial..., Equities, Insurance, Financial Analysis, Life Insurance, IRAs, Banking, Employee Benefits, Capital Markets, Finance, Series 6, FINRA, Fixed Annuities, Trading, Series 63, Wealth Accumulation, Wealth, Financial Goals, Long-term Care, Personal Financial..., ETFs, Alternative Investments, High Net Worth..., Bonds
Education
University of California, Berkeley Extension 2006 — 2009
Professional, Personal Financial Planning
University of California, Davis 2000 — 2005
Bachelors of Science, Managerial Economics
Michele (Merlo) Maki's The Mutual Fund Store Experience November 2011 - Present
Job Sr. Client Services Manager at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store November 2011 - Present
The Mutual Fund Store April 2010 - November 2011
The Mutual Fund Store / "Your Investments with Adam Bold" November 2007 - April 2010
The Mutual Fund Store December 2006 - October 2007
Camp Sabra June 2003 - August 2006
Skills
Mutual Funds, Investments, 401k, Management, Series 7, Financial Advisory, Retirement Planning, Retirement, Financial Services, Securities, Wealth Management, Asset Allocation, Fixed Annuities, Customer Service, Portfolio Management, Series 63, Investment Advisory, Investment Strategies, Asset Management, Strategic Financial..., Financial Planning, Investment Management, CRM, Client Retention, Client Relations
Education
University of Kansas 2001 — 2005
BS, Psychology
The Mutual Fund Store November 2011 - Present
The Mutual Fund Store April 2010 - November 2011
The Mutual Fund Store / "Your Investments with Adam Bold" November 2007 - April 2010
The Mutual Fund Store December 2006 - October 2007
Camp Sabra June 2003 - August 2006
Skills
Mutual Funds, Investments, 401k, Management, Series 7, Financial Advisory, Retirement Planning, Retirement, Financial Services, Securities, Wealth Management, Asset Allocation, Fixed Annuities, Customer Service, Portfolio Management, Series 63, Investment Advisory, Investment Strategies, Asset Management, Strategic Financial..., Financial Planning, Investment Management, CRM, Client Retention, Client Relations
Education
University of Kansas 2001 — 2005
BS, Psychology
Patrick Fletcher Patrick Fletcher's The Mutual Fund Store Experience May 2012 - August 2012
Job Regional Consultant at Montage Investments
Industry Financial Services
Experience
Montage Investments July 2014 - Present
Echo Global Logistics July 2013 - June 2014
The Mutual Fund Store May 2012 - August 2012
Celebration Party Rentals 2010 - 2011
Education
University of Missouri-Columbia 2009 — 2013
Finance, Senior
Rockhurst High School 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Montage Investments July 2014 - Present
Echo Global Logistics July 2013 - June 2014
The Mutual Fund Store May 2012 - August 2012
Celebration Party Rentals 2010 - 2011
Education
University of Missouri-Columbia 2009 — 2013
Finance, Senior
Rockhurst High School 2005 — 2009
Bachelor of Science (B.S.), Finance, General
Jeff McNinch Jeff McNinch's The Mutual Fund Store Experience July 2006 - Present
Job Senior Vice PresidentInvestments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store July 2006 - Present
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Investment Strategies, Portfolio Management, Investment Management, Securities, Investments, Retirement Planning, 401k, IRAs, Financial Planning, Risk Management, Series 7, Series 63
Education
University at Buffalo
Bachelor of Science (B.S.), Business Administration and Management, General
The Mutual Fund Store July 2006 - Present
Skills
Mutual Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Financial Advisory, Investment Strategies, Portfolio Management, Investment Management, Securities, Investments, Retirement Planning, 401k, IRAs, Financial Planning, Risk Management, Series 7, Series 63
Education
University at Buffalo
Bachelor of Science (B.S.), Business Administration and Management, General
Nancy Luther Nancy Luther's The Mutual Fund Store Experience September 2011 - Present
Job Client Services Manager
Industry Financial Services
Experience
The Mutual Fund Store September 2011 - Present
Fidelis Financial Planning, LLC January 2008 - September 2011
Skills
Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Financial Advisory, Wealth Management, Finance, 401k, Retirement Planning, IRAs, Series 63, Retirement, Asset Management, Mutual Funds, Investment Strategies
Education
University of Missouri-Saint Louis 2002 — 2008
Bachelor of Science, Business Administration
Oakville High School 1973 — 1976
Cleveland High School 1972 — 1973
The Mutual Fund Store September 2011 - Present
Fidelis Financial Planning, LLC January 2008 - September 2011
Skills
Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Financial Advisory, Wealth Management, Finance, 401k, Retirement Planning, IRAs, Series 63, Retirement, Asset Management, Mutual Funds, Investment Strategies
Education
University of Missouri-Saint Louis 2002 — 2008
Bachelor of Science, Business Administration
Oakville High School 1973 — 1976
Cleveland High School 1972 — 1973
Maggie Inman Maggie Inman's The Mutual Fund Store Experience June 2013 - August 2013
Job Audit Assistant at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
The University of Missouri August 2014 - May 2015
Deloitte January 2014 - March 2014
The Mutual Fund Store June 2013 - August 2013
Tech, Incorporated June 2008 - August 2012
Education
University of Missouri-Columbia 2011 — 2015
Accounting
University of Missouri-Columbia 2010 — 2015
Master of Accountancy, Accounting
Deloitte September 2015 - Present
The University of Missouri August 2014 - May 2015
Deloitte January 2014 - March 2014
The Mutual Fund Store June 2013 - August 2013
Tech, Incorporated June 2008 - August 2012
Education
University of Missouri-Columbia 2011 — 2015
Accounting
University of Missouri-Columbia 2010 — 2015
Master of Accountancy, Accounting
Barb Blauw's The Mutual Fund Store Experience December 2011 - July 2013
Job AVP, Client Services at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed August 2015 - Present
Bukaty Companies Financial Services September 2013 - July 2015
The Mutual Fund Store December 2011 - July 2013
The Mutual Fund Store October 2009 - December 2011
The Mutual Fund Store October 2005 - October 2009
American Century Investments February 1987 - October 2005
University of Central Missouri September 1984 - April 1985
Skills
Mutual Funds, Training, Financial Services, Leadership, Operations Management, Investment Management, Business Development, Building Relationships, FINRA, Financial Advisory, Process Improvement, Business Process..., Uniform Combined State..., Retirement Planning, Business Analysis, Management, Manage Client..., Fixed Income, Relationship Management, ETFs, Executive Management, CRM, Finance, Wealth Management, Event Planning
Education
University of Central Missouri 1981 — 1986
B.S, Speech Communications, Minor in Marketing
Waddell & Reed August 2015 - Present
Bukaty Companies Financial Services September 2013 - July 2015
The Mutual Fund Store December 2011 - July 2013
The Mutual Fund Store October 2009 - December 2011
The Mutual Fund Store October 2005 - October 2009
American Century Investments February 1987 - October 2005
University of Central Missouri September 1984 - April 1985
Skills
Mutual Funds, Training, Financial Services, Leadership, Operations Management, Investment Management, Business Development, Building Relationships, FINRA, Financial Advisory, Process Improvement, Business Process..., Uniform Combined State..., Retirement Planning, Business Analysis, Management, Manage Client..., Fixed Income, Relationship Management, ETFs, Executive Management, CRM, Finance, Wealth Management, Event Planning
Education
University of Central Missouri 1981 — 1986
B.S, Speech Communications, Minor in Marketing
Shanan Cohen's The Mutual Fund Store Experience June 2014 - Present
Job Director of Sales & Marketing Analytics at The Mutual Fund Store
Industry Management Consulting
Experience
The Mutual Fund Store June 2014 - Present
WizeTrack December 2013 - May 2014
salesforce.com June 2013 - December 2013
The Mutual Fund Store October 2012 - May 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Capital One July 2007 - April 2009
Apple January 2007 - June 2007
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Financial Modeling, SAS, Segmentation, SQL, Data Analysis, Customer Satisfaction, Customer Experience, Business Analysis, Analytics, Business Intelligence, Performance Reporting, Business Strategy, Compensation Structure..., Credit Risk, Management, Financial Analysis, Strategy, Analysis
Education
Washington University in St. Louis - Olin Business School
BSBA, Finance, Economics
University of Melbourne
The Mutual Fund Store June 2014 - Present
WizeTrack December 2013 - May 2014
salesforce.com June 2013 - December 2013
The Mutual Fund Store October 2012 - May 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade June 2009 - December 2010
Capital One July 2007 - April 2009
Apple January 2007 - June 2007
Enterprise Rent-A-Car May 2005 - August 2005
Skills
Financial Modeling, SAS, Segmentation, SQL, Data Analysis, Customer Satisfaction, Customer Experience, Business Analysis, Analytics, Business Intelligence, Performance Reporting, Business Strategy, Compensation Structure..., Credit Risk, Management, Financial Analysis, Strategy, Analysis
Education
Washington University in St. Louis - Olin Business School
BSBA, Finance, Economics
University of Melbourne
Dave Meinzenbach's The Mutual Fund Store Experience May 2008 - Present
Job VP The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store May 2008 - Present
H&R Block February 1999 - April 2008
Sprint October 1997 - February 1999
Deloitte Consulting January 1993 - October 1997
Skills
Investments, Series 7, Training, Management, Financial Analysis, Investment Advisory, Wealth Management, Securities, Asset Allocation, Mutual Funds, Time Management, Investment Management, Business Analysis, CRM, Retirement Planning, Financial Services, Strategic Planning, Leadership, Process Improvement, Strategic Financial..., Finance, Marketing Strategy, Business Process, Customer Service..., Financial Planning
Education
University of Missouri-Columbia, College of Business 1991 — 1992
MBA
University of Missouri-Columbia, College of Business 1987 — 1991
BSBA, Finance
The Mutual Fund Store May 2008 - Present
H&R Block February 1999 - April 2008
Sprint October 1997 - February 1999
Deloitte Consulting January 1993 - October 1997
Skills
Investments, Series 7, Training, Management, Financial Analysis, Investment Advisory, Wealth Management, Securities, Asset Allocation, Mutual Funds, Time Management, Investment Management, Business Analysis, CRM, Retirement Planning, Financial Services, Strategic Planning, Leadership, Process Improvement, Strategic Financial..., Finance, Marketing Strategy, Business Process, Customer Service..., Financial Planning
Education
University of Missouri-Columbia, College of Business 1991 — 1992
MBA
University of Missouri-Columbia, College of Business 1987 — 1991
BSBA, Finance
Lisa McDaniel, CFA's The Mutual Fund Store Experience March 2012 - August 2013
Job Faculty | Financial Services Professional | Portfolio Manager for: Ultra High Net Worth, Endowments, Pension Funds
Industry Financial Services
Experience
University of North Texas October 2013 - Present
The Mutual Fund Store March 2012 - August 2013
CFA Society of DFW July 2011 - June 2012
ALM First Financial Advisors May 2002 - May 2011
Regions Financial April 1994 - April 2002
Worthen Bank January 1992 - April 1994
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Asset Management, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Banking, Client Service, Wealth Management, Risk Management, Report Writing, Public Speaking, Financial Markets, Trading, Financial Advisory, Finance, Corporate Finance, Mutual Funds
Education
University of Arkansas at Little Rock 1987 — 1990
MBA
University of Arkansas 1983 — 1987
B.S.
LR Central High
University of North Texas October 2013 - Present
The Mutual Fund Store March 2012 - August 2013
CFA Society of DFW July 2011 - June 2012
ALM First Financial Advisors May 2002 - May 2011
Regions Financial April 1994 - April 2002
Worthen Bank January 1992 - April 1994
Skills
Portfolio Management, Fixed Income, Asset Allocation, Investments, Asset Management, Investment Strategies, Investment Advisory, Financial Services, Asset Managment, Banking, Client Service, Wealth Management, Risk Management, Report Writing, Public Speaking, Financial Markets, Trading, Financial Advisory, Finance, Corporate Finance, Mutual Funds
Education
University of Arkansas at Little Rock 1987 — 1990
MBA
University of Arkansas 1983 — 1987
B.S.
LR Central High
Chang Shin's The Mutual Fund Store Experience May 2007 - Present
Job Compliance Supervisor at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store May 2007 - Present
The Mutual Fund Store May 2007 - May 2010
American Century Investments 2006 - 2007
American Century Investments 2003 - 2006
American Century Investments 1995 - 2003
Members America Credit Union 1994 - 1994
Skills
Accounting, Analysis, Asset Management, Auditing, Equities, Finance, Financial Advisory, Financial Services, Fixed Income, Internal Audit, Investment Management, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Series 7, Strategic Financial..., Financial Planning
Education
University of Missouri-Columbia 1989 — 2003
The Mutual Fund Store May 2007 - Present
The Mutual Fund Store May 2007 - May 2010
American Century Investments 2006 - 2007
American Century Investments 2003 - 2006
American Century Investments 1995 - 2003
Members America Credit Union 1994 - 1994
Skills
Accounting, Analysis, Asset Management, Auditing, Equities, Finance, Financial Advisory, Financial Services, Fixed Income, Internal Audit, Investment Management, Investments, Management, Mutual Funds, Portfolio Management, Risk Management, Series 7, Strategic Financial..., Financial Planning
Education
University of Missouri-Columbia 1989 — 2003
Michael Morgante, CFS®'s The Mutual Fund Store Experience July 2009 - Present
Job Managing Partner & Sr. Vice President Investments of The Mutual Fund Store Albany
Industry Financial Services
Experience
The Mutual Fund Store July 2009 - Present
AXA Advisors May 2004 - April 2009
Skills
Investment Advisory, Asset Allocation, Wealth Management, 401k, Retirement, Alternative Investments, Investments, Financial Advisory, Strategic Financial..., Securities, Portfolio Management, Asset Managment, Estate Planning, Personal Finance, ETFs, Retirement Planning, Pensions, Bonds, Financial Services, Wealth Management..., Equities, Series 65, Separately Managed..., Risk Management, Life Insurance, IRAs, Series 63, High Net Worth..., Financial Planners, Uniform Combined State..., Options, Fixed Annuities, Asset Management, Finance, Wealth, Investment Management, Investment Strategies, Fixed Income, 401k Rollovers, Insurance, Financial Analysis, Relationship Management, Series 24, FINRA, Wealth Accumulation, Long Term Care Insurance
Education
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS), Finance, General
The Mutual Fund Store July 2009 - Present
AXA Advisors May 2004 - April 2009
Skills
Investment Advisory, Asset Allocation, Wealth Management, 401k, Retirement, Alternative Investments, Investments, Financial Advisory, Strategic Financial..., Securities, Portfolio Management, Asset Managment, Estate Planning, Personal Finance, ETFs, Retirement Planning, Pensions, Bonds, Financial Services, Wealth Management..., Equities, Series 65, Separately Managed..., Risk Management, Life Insurance, IRAs, Series 63, High Net Worth..., Financial Planners, Uniform Combined State..., Options, Fixed Annuities, Asset Management, Finance, Wealth, Investment Management, Investment Strategies, Fixed Income, 401k Rollovers, Insurance, Financial Analysis, Relationship Management, Series 24, FINRA, Wealth Accumulation, Long Term Care Insurance
Education
State University of New York at Albany 2000 — 2004
Bachelor of Science (BS), Finance, General
Dale Seagrave's The Mutual Fund Store Experience Vice President Private BankRegions BankJanuary 2002 - December 2007
Job Managing Partner at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store Vice President Private BankRegions BankJanuary 2002 - December 2007
Education
University of Florida
The Mutual Fund Store Vice President Private BankRegions BankJanuary 2002 - December 2007
Education
University of Florida
Georgia Damalas Snodgrass's The Mutual Fund Store Experience December 2006 - January 2013
Job Project Administrator at We Love Saint Charles
Industry Investment Management
Experience
We Love Saint Charles January 2013 - Present
The Mutual Fund Store December 2006 - January 2013
Morgan Stanley December 2003 - December 2006
The May Department Stores Company October 1995 - October 2003
Skills
Asset Allocation
Education
University of Missouri-Columbia 1991 — 1995
BS, Consumer Economics/Personal Finance
We Love Saint Charles January 2013 - Present
The Mutual Fund Store December 2006 - January 2013
Morgan Stanley December 2003 - December 2006
The May Department Stores Company October 1995 - October 2003
Skills
Asset Allocation
Education
University of Missouri-Columbia 1991 — 1995
BS, Consumer Economics/Personal Finance
Peggy Murphy, CMFC®'s The Mutual Fund Store Experience May 2006 - Present
Job Senior Vice President Investments at The Mutual Fund Store New Orleans
Industry Investment Management
Experience
The Mutual Fund Store May 2006 - Present
Charles Schwab & Company May 1998 - December 2004
Fulton Breakefield Broenniman 1989 - 1997
FerrisBaker Watts 1985 - 1990
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 7, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Portfolio Management, Insurance, Series 65, Series 63, ETFs, Alternative Investments, High Net Worth..., FINRA, Estate Planning, Uniform Combined State..., Finance, Financial Services, Equities
Education
University of Maryland College Park 1981 — 1985
BS, Administration
The Mutual Fund Store May 2006 - Present
Charles Schwab & Company May 1998 - December 2004
Fulton Breakefield Broenniman 1989 - 1997
FerrisBaker Watts 1985 - 1990
Skills
Wealth Management, Mutual Funds, Strategic Financial..., Investments, Retirement, Series 7, Retirement Planning, Securities, Asset Allocation, Investment Advisory, Financial Advisory, 401k, Portfolio Management, Insurance, Series 65, Series 63, ETFs, Alternative Investments, High Net Worth..., FINRA, Estate Planning, Uniform Combined State..., Finance, Financial Services, Equities
Education
University of Maryland College Park 1981 — 1985
BS, Administration
Aimee Poquiz's The Mutual Fund Store Experience 2007 - 2008
Job Customer Success Manager, Global Enterprise Theater
Industry Information Technology and Services
Experience
Cisco Systems August 2008 - Present
The Mutual Fund Store 2007 - 2008
Loring Ward 2006 - 2007
E*TRADE Financial 2004 - 2006
E*TRADE Financial 1999 - 2004
Skills
Account Management, Sales, Investments, Customer Service, Series 7, Mutual Funds, Training, Portfolio Management, Series 63, Securities, SaaS, Customer Success
Education
University of Phoenix
Cisco Systems August 2008 - Present
The Mutual Fund Store 2007 - 2008
Loring Ward 2006 - 2007
E*TRADE Financial 2004 - 2006
E*TRADE Financial 1999 - 2004
Skills
Account Management, Sales, Investments, Customer Service, Series 7, Mutual Funds, Training, Portfolio Management, Series 63, Securities, SaaS, Customer Success
Education
University of Phoenix
Lexie Barling's The Mutual Fund Store Experience May 2010 - Present
Job Compliance Analyst at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store May 2010 - Present
The Mutual Fund Store October 2006 - May 2010
American Century Investments 1991 - 1999
Skills
Financial Services, Relationship Management, Process Improvement, Business Process..., Leadership, Account Management, Management, Business Development, Program Management, Retirement Planning, Investment Advisory, Investments, Mutual Funds
Education
University of Kansas 1986 — 1990
B.S., Business
The Mutual Fund Store May 2010 - Present
The Mutual Fund Store October 2006 - May 2010
American Century Investments 1991 - 1999
Skills
Financial Services, Relationship Management, Process Improvement, Business Process..., Leadership, Account Management, Management, Business Development, Program Management, Retirement Planning, Investment Advisory, Investments, Mutual Funds
Education
University of Kansas 1986 — 1990
B.S., Business
Gary Bussing's The Mutual Fund Store Experience 1999 - Present
Job Director of Retmnt Plans at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store 1999 - Present
Associated Wholesale Grocers - Benchmark Insurance Co 1995 - 1999
Mutual of Omaha 1979 - 1995
Kansas City Life Insurance Company 1976 - 1979
US Navy 1973 - 1976
Skills
Certified Financial..., Chartered Financial..., Chartered Life..., Fellow, Life Management..., Mutual Funds, Retirement Planning, Investment Advisory, 401k, Asset Allocation, Wealth Management, Investments, Investment Strategies, Retirement
Education
University of Missouri-Kansas City 1976 — 1979
Master of Business Administration (MBA), Finance
University of Missouri-Columbia 1969 — 1973
Bachelor of Business Administration (BBA), Economics
The Mutual Fund Store 1999 - Present
Associated Wholesale Grocers - Benchmark Insurance Co 1995 - 1999
Mutual of Omaha 1979 - 1995
Kansas City Life Insurance Company 1976 - 1979
US Navy 1973 - 1976
Skills
Certified Financial..., Chartered Financial..., Chartered Life..., Fellow, Life Management..., Mutual Funds, Retirement Planning, Investment Advisory, 401k, Asset Allocation, Wealth Management, Investments, Investment Strategies, Retirement
Education
University of Missouri-Kansas City 1976 — 1979
Master of Business Administration (MBA), Finance
University of Missouri-Columbia 1969 — 1973
Bachelor of Business Administration (BBA), Economics
Laurel Haynes's The Mutual Fund Store Experience December 2014 - Present
Job Client Services Manager at The Mutual Fund Store
Industry Consumer Goods
Experience
The Mutual Fund Store December 2014 - Present
The Mutual Fund Store April 2014 - July 2014
Radio Systems Corp/Premier Pet 2010 - March 2014
Premier Pet Products August 1998 - 2010
PetSmart 1997 - 1998
PetSmart 1996 - 1997
Skills
Customer Service, Inventory Management, Microsoft Office, Sales, Management, Event Planning, Marketing, Inventory Control, Process Improvement, Team Building, Strategic Planning, Payroll, Public Speaking, Accounting, Forecasting, CRM, Administrative..., Vendor Management, Office Management, Account Reconciliation, Project Planning, Auditing, Product Development, Business Process, Six Sigma, Cross-functional Team..., Currently working on...
Education
The University of Tennessee at Chattanooga 1988 — 1996
BS, Biology
JTCC CCWA
Project Management
The Mutual Fund Store December 2014 - Present
The Mutual Fund Store April 2014 - July 2014
Radio Systems Corp/Premier Pet 2010 - March 2014
Premier Pet Products August 1998 - 2010
PetSmart 1997 - 1998
PetSmart 1996 - 1997
Skills
Customer Service, Inventory Management, Microsoft Office, Sales, Management, Event Planning, Marketing, Inventory Control, Process Improvement, Team Building, Strategic Planning, Payroll, Public Speaking, Accounting, Forecasting, CRM, Administrative..., Vendor Management, Office Management, Account Reconciliation, Project Planning, Auditing, Product Development, Business Process, Six Sigma, Cross-functional Team..., Currently working on...
Education
The University of Tennessee at Chattanooga 1988 — 1996
BS, Biology
JTCC CCWA
Project Management
Riley Dunn's The Mutual Fund Store Experience June 2015 - Present
Job Trader at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store June 2015 - Present
Creative Planning Inc. March 2013 - November 2014
Skills
Investment Management, Financial Analysis, Wealth Management, Investment Strategies, Insurance, Asset Allocation, Investment Advisory
Education
The University of Kansas 2008 — 2012
The Mutual Fund Store June 2015 - Present
Creative Planning Inc. March 2013 - November 2014
Skills
Investment Management, Financial Analysis, Wealth Management, Investment Strategies, Insurance, Asset Allocation, Investment Advisory
Education
The University of Kansas 2008 — 2012
Matthew Ulrick's The Mutual Fund Store Experience November 2014 - Present
Job Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store November 2014 - Present
The Mutual Fund Store November 2014 - Present
TD Ameritrade March 2013 - November 2014
TD Ameritrade June 2010 - March 2013
TD Ameritrade July 2009 - May 2010
Martin Financial Group August 2008 - January 2009
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Financial Services, Strategic Financial..., Asset Allocation, Portfolio Management, Relationship Management, FINRA, Series 24, Options, Trading, Finance, Sales, Series 63, 401k, Series 65, Uniform Combined State..., Investment Strategies
Education
University of North Texas 2003 — 2008
Bachelor's degree
The Mutual Fund Store November 2014 - Present
The Mutual Fund Store November 2014 - Present
TD Ameritrade March 2013 - November 2014
TD Ameritrade June 2010 - March 2013
TD Ameritrade July 2009 - May 2010
Martin Financial Group August 2008 - January 2009
Skills
Series 7, Investments, Mutual Funds, Wealth Management, Retirement Planning, Securities, Financial Services, Strategic Financial..., Asset Allocation, Portfolio Management, Relationship Management, FINRA, Series 24, Options, Trading, Finance, Sales, Series 63, 401k, Series 65, Uniform Combined State..., Investment Strategies
Education
University of North Texas 2003 — 2008
Bachelor's degree
David Mann, CFP®'s The Mutual Fund Store Experience December 2011 - January 2013
Job Financial Planner at Ronald Blue & Co.
Industry Financial Services
Experience
Ronald Blue & Co. September 2013 - Present
The Mutual Fund Store December 2011 - January 2013
VALIC November 2000 - November 2011
Matthews Paint Division of PPG Industries 1997 - 2000
Mann and Associates 1992 - 1997
Education
University of Georgia - Terry College of Business 1988 — 1992
Business Administration, Finance
Ronald Blue & Co. September 2013 - Present
The Mutual Fund Store December 2011 - January 2013
VALIC November 2000 - November 2011
Matthews Paint Division of PPG Industries 1997 - 2000
Mann and Associates 1992 - 1997
Education
University of Georgia - Terry College of Business 1988 — 1992
Business Administration, Finance
Robert Stork's The Mutual Fund Store Experience April 2014 - Present
Job Investment Advisor. On the Path to Changing the Financial Curve for 1 Million Americans.
Industry Investment Management
Experience
The Mutual Fund Store April 2014 - Present
TD Ameritrade January 2013 - May 2014
TD Ameritrade October 2010 - December 2012
Kenwood Strategic Advisors August 2008 - August 2009
Skills
Investments, Retirement Planning, Strategic Planning, New Business Development, Series 63, Series 7, Sales Management, Sales, Process Improvement, Wealth Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Exchange Traded Funds, Retirement
Education
University of Iowa 2003 — 2008
BA, Communication Studies
University of Iowa 2003 — 2008
Minor, Business
The Mutual Fund Store April 2014 - Present
TD Ameritrade January 2013 - May 2014
TD Ameritrade October 2010 - December 2012
Kenwood Strategic Advisors August 2008 - August 2009
Skills
Investments, Retirement Planning, Strategic Planning, New Business Development, Series 63, Series 7, Sales Management, Sales, Process Improvement, Wealth Management, Asset Allocation, Investment Advisory, Securities, Mutual Funds, Exchange Traded Funds, Retirement
Education
University of Iowa 2003 — 2008
BA, Communication Studies
University of Iowa 2003 — 2008
Minor, Business
Sara Mathes's The Mutual Fund Store Experience November 2009 - December 2014
Job Accounting Professional
Industry Accounting
Experience
Capital Tax & Consulting, LLC January 2015 - Present
The Mutual Fund Store November 2009 - December 2014
Mid-West Environmental Systems January 2004 - May 2009
Vansandt & Associates May 1994 - August 2003
Skills
Account Reconciliation, Accounting, Tax Preparation, CPA, Peachtree, Payroll Taxes, Accounts Receivable, Tax Accounting, Accounts Payable, Financial Accounting, Bank Reconciliation, Sales Tax, Tax, Income Tax, General Ledger, Expenses
Education
University of Missouri-Kansas City 1994 — 1998
Bachelor, Accounting
Capital Tax & Consulting, LLC January 2015 - Present
The Mutual Fund Store November 2009 - December 2014
Mid-West Environmental Systems January 2004 - May 2009
Vansandt & Associates May 1994 - August 2003
Skills
Account Reconciliation, Accounting, Tax Preparation, CPA, Peachtree, Payroll Taxes, Accounts Receivable, Tax Accounting, Accounts Payable, Financial Accounting, Bank Reconciliation, Sales Tax, Tax, Income Tax, General Ledger, Expenses
Education
University of Missouri-Kansas City 1994 — 1998
Bachelor, Accounting
Li Yi's The Mutual Fund Store Experience February 2012 - Present
Job Investment Research Analyst at The Mutual Fund Store
Industry Investment Management
Experience
The Mutual Fund Store February 2012 - Present
Federal Reserve Bank of Kansas City May 2009 - August 2011
Global Hunter Securities, LLC May 2008 - August 2008
Skills
Investment Research, Economic Research, Market analysis, Mutual Funds, Asset Allocation, Econometrics, Statistics, Matlab, Stata, Excel models, Morningstar Direct, Fame, Wealth Management, Fixed Income, Quantitative Analytics, Economics, Financial Markets, Financial Modeling, Macroeconomics, Analysis
Education
University of Arizona, Eller College of Management 2006 — 2008
Master, Economics
Zhejiang University 2002 — 2006
Bachelor, Finance
Harbin No. 3 High School 1999 — 2002
The Mutual Fund Store February 2012 - Present
Federal Reserve Bank of Kansas City May 2009 - August 2011
Global Hunter Securities, LLC May 2008 - August 2008
Skills
Investment Research, Economic Research, Market analysis, Mutual Funds, Asset Allocation, Econometrics, Statistics, Matlab, Stata, Excel models, Morningstar Direct, Fame, Wealth Management, Fixed Income, Quantitative Analytics, Economics, Financial Markets, Financial Modeling, Macroeconomics, Analysis
Education
University of Arizona, Eller College of Management 2006 — 2008
Master, Economics
Zhejiang University 2002 — 2006
Bachelor, Finance
Harbin No. 3 High School 1999 — 2002
Walt Kasianchuk, CMFC®, MBA's The Mutual Fund Store Experience January 2005 - Present
Job Senior Vice President Investments at The Mutual Fund Store
Industry Financial Services
Experience
The Mutual Fund Store January 2005 - Present
Amerprise Financial Advisor July 2004 - February 2005
Mattson Technology March 1999 - May 2002
Mitsubishi Silicon America February 1995 - February 1999
Skills
Finance, Alternative Investments, Asset Management, Equities, Investment Management, Fixed Income, IRAs, Bonds, Estate Planning, Fixed Annuities, Financial Services, Options, ETFs, Financial Modeling, Cash Flow Planning for..., Mutual Fund Analysis, Downsizing Strategies, Investment Portfolio..., Asset Allocation..., Series 7, Series 65
Education
Saint Mary's College, Moroga, CA 1978 — 1979
Master of Business Administration (MBA), Finance and Financial Management Services
University of Notre Dame 1968 — 1972
B.S. Chemical Engineering, Chemical Engineering
The Mutual Fund Store January 2005 - Present
Amerprise Financial Advisor July 2004 - February 2005
Mattson Technology March 1999 - May 2002
Mitsubishi Silicon America February 1995 - February 1999
Skills
Finance, Alternative Investments, Asset Management, Equities, Investment Management, Fixed Income, IRAs, Bonds, Estate Planning, Fixed Annuities, Financial Services, Options, ETFs, Financial Modeling, Cash Flow Planning for..., Mutual Fund Analysis, Downsizing Strategies, Investment Portfolio..., Asset Allocation..., Series 7, Series 65
Education
Saint Mary's College, Moroga, CA 1978 — 1979
Master of Business Administration (MBA), Finance and Financial Management Services
University of Notre Dame 1968 — 1972
B.S. Chemical Engineering, Chemical Engineering
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY