Thrivent Financial
Industry: Not-for-profit organization
DescriptionThrivent Financial is a Fortune 500 not-for-profit financial services organization headquartered in Minneapolis, Minnesota, and Appleton, Wisconsin and founded by Lutherans. As a member-owned fraternal benefit society, it operates under a chapter system, serving nearly 2.3 million members. Location: Minneapolis, Minnesota; Appleton, Wisconsin Headquarters: Minneapolis, Minnesota, United States Members: Approx 2.3 Million (Dec. 31, 2015) Employees: Approx. 3,000; Financial representatives: Approx. 2,300 CEO: Teresa J. Rasmussen (12 Oct 2018–) Subsidiaries: Thrivent Insurance Agency, Inc.,
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Thrivent Financial Employees
Employee
Years
Job
Industry
Brittany Lawson Brittany Lawson's Thrivent Financial Experience November 2014 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
JPMorgan Chase September 2010 - June 2014
Chase Bank September 2010 - January 2013
Wells Fargo Financial May 2005 - September 2010
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Credit, Credit Analysis, Customer Service, Real Estate, Finance, Team Leadership, Team Building, Recruiting, Contract Negotiation, Commercial Banking, Financial Analysis, Talent Management, New Business Development, Customer Satisfaction, Time Management, Retail
Education
University of Alabama 2001 — 2005
Bachelor of Science, International Finance & French
Decatur High School 1997 — 2001
Thrivent Financial November 2014 - Present
JPMorgan Chase September 2010 - June 2014
Chase Bank September 2010 - January 2013
Wells Fargo Financial May 2005 - September 2010
Skills
Loans, Mortgage Lending, Banking, Mortgage Banking, Credit, Credit Analysis, Customer Service, Real Estate, Finance, Team Leadership, Team Building, Recruiting, Contract Negotiation, Commercial Banking, Financial Analysis, Talent Management, New Business Development, Customer Satisfaction, Time Management, Retail
Education
University of Alabama 2001 — 2005
Bachelor of Science, International Finance & French
Decatur High School 1997 — 2001
Janice Meissner, FIC, CLTC Janice Meissner, FIC, CLTC's Thrivent Financial Experience 2011 - Present
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2011 - Present
AT&T March 2003 - April 2011
Skills
Direct Sales, Sales, Account Management, Cold Calling, Customer Service
Education
The University of Georgia 1977 — 1981
Bachelor of Science (B.S.), Education
University of Georgia - College of Education
Thrivent Financial 2011 - Present
AT&T March 2003 - April 2011
Skills
Direct Sales, Sales, Account Management, Cold Calling, Customer Service
Education
The University of Georgia 1977 — 1981
Bachelor of Science (B.S.), Education
University of Georgia - College of Education
Derrick Biggs, M.A. Derrick Biggs, M.A.'s Thrivent Financial Experience May 2015 - August 2015
Job MBA Candidate, Freelance Marketer
Industry Marketing and Advertising
Experience
Carlson School of Management August 2014 - Present
DB Design August 2014 - Present
Thrivent Financial May 2015 - August 2015
Carlson School of Management March 2015 - May 2015
Marsden Bldg Maintenance March 2013 - August 2014
University of Minnesota September 2012 - August 2014
Prepare Ministries July 2010 - June 2014
Zale Corporation December 2011 - May 2012
Northlands Rescue Mission April 2009 - July 2010
United States Air Force June 2002 - January 2009
Skills
Training, Strategic Communications, Public Speaking, Leadership, Marketing, Program Management, Strategic Planning, Budgets, Team Building, Customer Service, Mentoring, Bible Study, Fundraising, Policy, Social Media, Management, Strategy, Leadership Development, Social Networking, Military Experience, Sales, Human Resources, Strategic Leadership, Microsoft Office, Team Leadership, Public Relations, Non-profits, Military, Air Force, Community Outreach, Volunteer Management, Nonprofits, Government, Editing, Newsletters, Non-profit..., Youth Mentoring, Policy Writing, Organizational..., PowerPoint, Community Development, Photoshop, Brand Development, Event Planning, Proposal Writing, Event Management, Account Management, Marketing Communications, Social Media Marketing, Marketing Strategy
Education
University of Minnesota-Twin Cities 2012 — 2014
Master of Arts (MA), Strategic Communication
University of Arizona 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Marketing Emphasis
University High School 1994 — 1998
High School Diploma, Secondary Education, High School
Carlson School of Management August 2014 - Present
DB Design August 2014 - Present
Thrivent Financial May 2015 - August 2015
Carlson School of Management March 2015 - May 2015
Marsden Bldg Maintenance March 2013 - August 2014
University of Minnesota September 2012 - August 2014
Prepare Ministries July 2010 - June 2014
Zale Corporation December 2011 - May 2012
Northlands Rescue Mission April 2009 - July 2010
United States Air Force June 2002 - January 2009
Skills
Training, Strategic Communications, Public Speaking, Leadership, Marketing, Program Management, Strategic Planning, Budgets, Team Building, Customer Service, Mentoring, Bible Study, Fundraising, Policy, Social Media, Management, Strategy, Leadership Development, Social Networking, Military Experience, Sales, Human Resources, Strategic Leadership, Microsoft Office, Team Leadership, Public Relations, Non-profits, Military, Air Force, Community Outreach, Volunteer Management, Nonprofits, Government, Editing, Newsletters, Non-profit..., Youth Mentoring, Policy Writing, Organizational..., PowerPoint, Community Development, Photoshop, Brand Development, Event Planning, Proposal Writing, Event Management, Account Management, Marketing Communications, Social Media Marketing, Marketing Strategy
Education
University of Minnesota-Twin Cities 2012 — 2014
Master of Arts (MA), Strategic Communication
University of Arizona 1998 — 2002
Bachelor of Science (BS), Business Administration and Management, Marketing Emphasis
University High School 1994 — 1998
High School Diploma, Secondary Education, High School
David M Voth David M Voth's Thrivent Financial Experience April 2010 - November 2010
Job Innovative and Trusted Relationship Developer and Manager
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
TIAA-CREF November 2010 - June 2012
Thrivent Financial April 2010 - November 2010
Carmel Baptist Church December 2008 - February 2010
Ripe for Harvest 2006 - 2009
Vanguard September 1999 - January 2003
Advisor Technology Services LLC 1998 - 1999
Signal Securities, Inc 1996 - 1997
Skills
Qualified Retirement..., Series 7, Retirement, Wealth Management, Relationship Management, Variable Annuities, Asset Allocation, Financial Services, Investments, Fixed Annuities, High Net Worth..., Wealth, Wealth Management..., Mutual Funds, Retirement Planning, Financial Planners, Employee Benefits, Personal Financial..., 529 Plans, Retirement Savings, Financial Planning, Public Speaking, Financial Advisory, Investment Strategies, Investment Advisory, Securities, Series 63, Insurance, 401k, Asset Management, Life Insurance, IRAs, Equities, Estate Planning
Education
Columbia International University 2002 — 2008
master's degree, Intercultural Studies
The University of Texas at Arlington - College of Business 1980 — 1996
bachelor's degree in business administration, business management, economics
TIAA-CREF July 2014 - Present
TIAA-CREF June 2012 - July 2014
TIAA-CREF November 2010 - June 2012
Thrivent Financial April 2010 - November 2010
Carmel Baptist Church December 2008 - February 2010
Ripe for Harvest 2006 - 2009
Vanguard September 1999 - January 2003
Advisor Technology Services LLC 1998 - 1999
Signal Securities, Inc 1996 - 1997
Skills
Qualified Retirement..., Series 7, Retirement, Wealth Management, Relationship Management, Variable Annuities, Asset Allocation, Financial Services, Investments, Fixed Annuities, High Net Worth..., Wealth, Wealth Management..., Mutual Funds, Retirement Planning, Financial Planners, Employee Benefits, Personal Financial..., 529 Plans, Retirement Savings, Financial Planning, Public Speaking, Financial Advisory, Investment Strategies, Investment Advisory, Securities, Series 63, Insurance, 401k, Asset Management, Life Insurance, IRAs, Equities, Estate Planning
Education
Columbia International University 2002 — 2008
master's degree, Intercultural Studies
The University of Texas at Arlington - College of Business 1980 — 1996
bachelor's degree in business administration, business management, economics
Alfred Todd III Alfred Todd III's Thrivent Financial Experience February 1995 - Present
Job Lead Financial Consultant
Industry Financial Services
Experience
Thrivent Financial February 1995 - Present
NAIFA- Pennsylvania 2001 - June 2013
Metromedia Restaurant Group February 1988 - February 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, 401k, Asset Allocation, Estate Planning, Investment Advisory, Wealth Management, Long-term Care, Strategic Financial..., Mutual Funds, Insurance, Life Insurance, FINRA Series 7, Disability Income...
Education
University of Pittsburgh 1986 — 1990
BA, Communications
The American College 1995 — 2000
ChFC, Financial Planning
Corporation for Long Term Care Certification 2006 — 2006
CLTC, Long Term Care
Thrivent Financial February 1995 - Present
NAIFA- Pennsylvania 2001 - June 2013
Metromedia Restaurant Group February 1988 - February 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, 401k, Asset Allocation, Estate Planning, Investment Advisory, Wealth Management, Long-term Care, Strategic Financial..., Mutual Funds, Insurance, Life Insurance, FINRA Series 7, Disability Income...
Education
University of Pittsburgh 1986 — 1990
BA, Communications
The American College 1995 — 2000
ChFC, Financial Planning
Corporation for Long Term Care Certification 2006 — 2006
CLTC, Long Term Care
Nick Fulcher Nick Fulcher's Thrivent Financial Experience October 2012 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2012 - Present
St. Luke's Hospital August 2007 - September 2012
Education
Albertson College of Idaho 2001 — 2005
Bachelor of Science (BS), Chemistry
Thrivent Financial October 2012 - Present
St. Luke's Hospital August 2007 - September 2012
Education
Albertson College of Idaho 2001 — 2005
Bachelor of Science (BS), Chemistry
Wayne Hubert Wayne Hubert's Thrivent Financial Experience May 1998 - April 2005
Job Territory Manager Southern Colorado at Ritchie Bros. Auctioneers
Industry Machinery
Experience
Ritchie Bros. Auctioneers February 2012 - Present
Blue Dot Security Group December 2010 - February 2012
Red Hawk A UTC Fire & Security Company November 2008 - November 2010
Red Hawk, a UTC Fire & Security Company April 2007 - November 2008
Mountain High Appliance April 2006 - February 2007
New York Life Insurance Company March 2005 - April 2006
Thrivent Financial May 1998 - April 2005
Mountain High Appliance April 1993 - November 1997
Skills
Customer Relations, Contract Negotiation, Sales Management, Business Development, Sales, Sales Operations, Project Management, Marketing, Account Management, New Business Development, Direct Sales, Budgets, Selling, Strategic Planning, Team Building, Cold Calling, Sales Presentations, CRM, Retail, Key Account Management, Customer Service, B2B, Sales Process, Forecasting
Education
University of Colorado Boulder 1995 — 1998
B.A., Communication
Aberdeen Central High School
Ritchie Bros. Auctioneers February 2012 - Present
Blue Dot Security Group December 2010 - February 2012
Red Hawk A UTC Fire & Security Company November 2008 - November 2010
Red Hawk, a UTC Fire & Security Company April 2007 - November 2008
Mountain High Appliance April 2006 - February 2007
New York Life Insurance Company March 2005 - April 2006
Thrivent Financial May 1998 - April 2005
Mountain High Appliance April 1993 - November 1997
Skills
Customer Relations, Contract Negotiation, Sales Management, Business Development, Sales, Sales Operations, Project Management, Marketing, Account Management, New Business Development, Direct Sales, Budgets, Selling, Strategic Planning, Team Building, Cold Calling, Sales Presentations, CRM, Retail, Key Account Management, Customer Service, B2B, Sales Process, Forecasting
Education
University of Colorado Boulder 1995 — 1998
B.A., Communication
Aberdeen Central High School
Marilyn Lapkass Marilyn Lapkass's Thrivent Financial Experience January 2015 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2015 - Present
Wildtree Herbs, Inc. April 2014 - Present
Northrop Grumman Corporation July 1987 - December 2014
Skills
Program Management, Integration, Configuration Management, PMP, Software Engineering, Testing, Earned Value Management, Systems Engineering, Requirements Management, Toastmasters, Software Project..., CMMI, System Architecture, Public Speaking, Girl Scout Leader, Volunteering, Requirements Analysis, ClearCase, Visio, Technical Leadership, SDLC, Unix, Management, Leadership
Education
UCSB 1982 — 1987
BS Computer Science BS Math, BS Computer Science BS Math
UC Santa Cruz Extension 1993 — 1997
Certificate in Software Engineering Management, Computer Software Engineering
Thrivent Financial January 2015 - Present
Wildtree Herbs, Inc. April 2014 - Present
Northrop Grumman Corporation July 1987 - December 2014
Skills
Program Management, Integration, Configuration Management, PMP, Software Engineering, Testing, Earned Value Management, Systems Engineering, Requirements Management, Toastmasters, Software Project..., CMMI, System Architecture, Public Speaking, Girl Scout Leader, Volunteering, Requirements Analysis, ClearCase, Visio, Technical Leadership, SDLC, Unix, Management, Leadership
Education
UCSB 1982 — 1987
BS Computer Science BS Math, BS Computer Science BS Math
UC Santa Cruz Extension 1993 — 1997
Certificate in Software Engineering Management, Computer Software Engineering
Kaye Kerr Kaye Kerr's Thrivent Financial Experience December 2014 - Present
Job Financial Associate with Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial December 2014 - Present
The Broadmoor August 2014 - October 2014
Space Foundation July 2012 - July 2014
Space Foundation July 2010 - July 2012
Space Foundation February 2009 - July 2010
El Paso County Republicans, Inc. August 2007 - February 2009
SnowyRidge Investments, LLC 2006 - 2007
The Madison Group, Inc. 2005 - 2006
The Madison Group, Inc. 2004 - 2005
Village Properties, LLC 2000 - 2004
Skills
Financial Management, Program Management, Government, Policy, Public Speaking, Event Planning, Management, Nonprofits, Community Development, Organizational..., Training, Event Management, Business Process..., Fundraising, Relationship Developer, Executive Coordination, Complex Database..., Leadership, Marketing/Messaging, Community Relations
Education
The Patnaude Group, Inc.
Developing the Transformational Leader
Leadership Program of the Rockies 2009 — 2010
America's Founding Principles
Protocol Partners-Washington Center for Protocol
Protocol & Executive Etiquette
University of Minnesota-Twin Cities
Business Administration and Management, General
University of Colorado Colorado Springs
Business Administration and Management, General
Thrivent Financial December 2014 - Present
The Broadmoor August 2014 - October 2014
Space Foundation July 2012 - July 2014
Space Foundation July 2010 - July 2012
Space Foundation February 2009 - July 2010
El Paso County Republicans, Inc. August 2007 - February 2009
SnowyRidge Investments, LLC 2006 - 2007
The Madison Group, Inc. 2005 - 2006
The Madison Group, Inc. 2004 - 2005
Village Properties, LLC 2000 - 2004
Skills
Financial Management, Program Management, Government, Policy, Public Speaking, Event Planning, Management, Nonprofits, Community Development, Organizational..., Training, Event Management, Business Process..., Fundraising, Relationship Developer, Executive Coordination, Complex Database..., Leadership, Marketing/Messaging, Community Relations
Education
The Patnaude Group, Inc.
Developing the Transformational Leader
Leadership Program of the Rockies 2009 — 2010
America's Founding Principles
Protocol Partners-Washington Center for Protocol
Protocol & Executive Etiquette
University of Minnesota-Twin Cities
Business Administration and Management, General
University of Colorado Colorado Springs
Business Administration and Management, General
Paul Gamache, CLTC®, FIC's Thrivent Financial Experience April 2013 - Present
Job Financial Consultant Serving Families and Small Businesses | Retirement Income Strategies | Wealth Protection
Industry Financial Services
Experience
Thrivent Financial April 2013 - Present
City of Colorado Springs 2004 - April 2013
West Electric Group 2005 - 2006
Skills
Budgets, Public Speaking, Marketing Strategy, Analysis, Data Analysis, Business Relationship..., Building Relationships, Creative Problem Solving, Investment Advisory, Wealth Accumulation..., Retirement Planning, Financial Strategy, Long-term Care, Life Insurance, Distribution..., College Education..., Social Security, Financial Analysis, Wealth Preservation, Charitable Giving, Investment Strategies
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science (BS), Business Management and Marketing
National Personal Training Institute of Colorado 2009 — 2010
Thrivent Financial April 2013 - Present
City of Colorado Springs 2004 - April 2013
West Electric Group 2005 - 2006
Skills
Budgets, Public Speaking, Marketing Strategy, Analysis, Data Analysis, Business Relationship..., Building Relationships, Creative Problem Solving, Investment Advisory, Wealth Accumulation..., Retirement Planning, Financial Strategy, Long-term Care, Life Insurance, Distribution..., College Education..., Social Security, Financial Analysis, Wealth Preservation, Charitable Giving, Investment Strategies
Education
University of Colorado at Colorado Springs 2008 — 2012
Bachelor of Science (BS), Business Management and Marketing
National Personal Training Institute of Colorado 2009 — 2010
Stacy (Seglem) Pence's Thrivent Financial Experience September 2015 - Present
Job Financial Advice Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial September 2015 - Present
Mount Olivet Lutheran Church September 2011 - Present
KU Alumni Association February 2013 - Present
Thrivent Financial September 2014 - September 2015
MetLife April 2012 - August 2014
Casanova State Farm Agency February 2011 - May 2012
University of Kansas January 2010 - August 2010
Lawrence Memorial Hospital February 2010 - May 2010
Education
University of Kansas 2005 — 2010
Bachelor of Arts, Applied Behavioral Science
Eastview High School 2001 — 2005
Thrivent Financial September 2015 - Present
Mount Olivet Lutheran Church September 2011 - Present
KU Alumni Association February 2013 - Present
Thrivent Financial September 2014 - September 2015
MetLife April 2012 - August 2014
Casanova State Farm Agency February 2011 - May 2012
University of Kansas January 2010 - August 2010
Lawrence Memorial Hospital February 2010 - May 2010
Education
University of Kansas 2005 — 2010
Bachelor of Arts, Applied Behavioral Science
Eastview High School 2001 — 2005
Robert Luna's Thrivent Financial Experience December 2014 - Present
Job Media Production Expert
Industry Marketing and Advertising
Experience
Luna Creative Technologies LLC April 2011 - Present
Thrivent Financial December 2014 - Present
Shinebox Creative June 2012 - April 2014
Monster Media August 2011 - December 2011
Target Corporation June 1999 - April 2011
Precision Powerhouse 1995 - 1999
Northwest Telelproductions October 1994 - March 1995
WMFE Channel 24 January 1992 - October 1994
Skills
Interactive Media, Emerging Media, Digital Innovation, Interactive Marketing, Cross-channel Marketing, Digital Solutions, Digital Branding, Social Networking..., Interactive Storytelling, New Media, Cross Media Marketing, Creative Direction, project, Concept Development, Executive Producing, Strategic Leadership, Leadership, Thought Leadership, Television, Advertising, Online Social Networking, Social Media Marketing, Interactive Advertising, Content Strategy, Integrated Marketing, Video, Motion Graphics, Marketing, Digital Media, Strategy, Social Networking, Content Development, Social Media, Creative Strategy, Marketing Strategy, Mobile Marketing, Internal Communications, Public Relations, Brand Development, Post Production, Broadcast, Video Production, Marketing Communications, Management, Video Editing
Education
University of Central Florida
Bachelor's Degree, communications
Luna Creative Technologies LLC April 2011 - Present
Thrivent Financial December 2014 - Present
Shinebox Creative June 2012 - April 2014
Monster Media August 2011 - December 2011
Target Corporation June 1999 - April 2011
Precision Powerhouse 1995 - 1999
Northwest Telelproductions October 1994 - March 1995
WMFE Channel 24 January 1992 - October 1994
Skills
Interactive Media, Emerging Media, Digital Innovation, Interactive Marketing, Cross-channel Marketing, Digital Solutions, Digital Branding, Social Networking..., Interactive Storytelling, New Media, Cross Media Marketing, Creative Direction, project, Concept Development, Executive Producing, Strategic Leadership, Leadership, Thought Leadership, Television, Advertising, Online Social Networking, Social Media Marketing, Interactive Advertising, Content Strategy, Integrated Marketing, Video, Motion Graphics, Marketing, Digital Media, Strategy, Social Networking, Content Development, Social Media, Creative Strategy, Marketing Strategy, Mobile Marketing, Internal Communications, Public Relations, Brand Development, Post Production, Broadcast, Video Production, Marketing Communications, Management, Video Editing
Education
University of Central Florida
Bachelor's Degree, communications
Ryan Johnson's Thrivent Financial Experience May 2011 - November 2011
Job Investor Relations at OurCrowd
Industry Venture Capital & Private Equity
Experience
OurCrowd May 2015 - Present
JCF Capital Advisors June 2014 - April 2015
Solana Advisors, LLC June 2013 - November 2013
West Rhode & Roberts June 2012 - August 2012
Thrivent Financial May 2011 - November 2011
Terralever June 2010 - August 2010
Skills
Financial Analysis, Strategy, Finance, Market Research, Portfolio Management, Financial Modeling, Leadership, Valuation, Microsoft Excel, PowerPoint, Start-ups, Social Networking, Social Media Marketing, Accounting, Economics, Bloomberg Terminal, Venture Capital, Investment Banking, Equity Crowdfunding, Photoshop, Digital Photography, Investments
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Universidad Pontificia Comillas 2012 — 2013
Finance
Brophy College Preparatory 2006 — 2010
OurCrowd May 2015 - Present
JCF Capital Advisors June 2014 - April 2015
Solana Advisors, LLC June 2013 - November 2013
West Rhode & Roberts June 2012 - August 2012
Thrivent Financial May 2011 - November 2011
Terralever June 2010 - August 2010
Skills
Financial Analysis, Strategy, Finance, Market Research, Portfolio Management, Financial Modeling, Leadership, Valuation, Microsoft Excel, PowerPoint, Start-ups, Social Networking, Social Media Marketing, Accounting, Economics, Bloomberg Terminal, Venture Capital, Investment Banking, Equity Crowdfunding, Photoshop, Digital Photography, Investments
Education
University of San Diego 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Universidad Pontificia Comillas 2012 — 2013
Finance
Brophy College Preparatory 2006 — 2010
Brian Macho's Thrivent Financial Experience March 1991 - Present
Job Wealth Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 1991 - Present
Skills
Customer-Focused Service, Wealth Management, Financial Analysis, Retirement Planning, Strategic Financial..., Values-Based Financial..., Estate Planning, Insurance, Distribution Strategies, Asset Allocation, Investment Strategies, 401k Rollovers
Education
The University of North Dakota 1986 — 1990
BA, Marketing, Advertising
Thrivent Financial March 1991 - Present
Skills
Customer-Focused Service, Wealth Management, Financial Analysis, Retirement Planning, Strategic Financial..., Values-Based Financial..., Estate Planning, Insurance, Distribution Strategies, Asset Allocation, Investment Strategies, 401k Rollovers
Education
The University of North Dakota 1986 — 1990
BA, Marketing, Advertising
Cody Thelen's Thrivent Financial Experience April 2015 - Present
Job Associate Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 2015 - Present
Prudential Financial December 2014 - April 2015
UWRF-Finance Club September 2013 - May 2014
Sheet Metal Connectors May 2013 - September 2013
Heggem Brothers Landscaping 2009 - April 2013
Skills
Sales, Microsoft Word, Microsoft Office, Team Management, Customer Service, Heavy Equipment, Time Management, Financial Analysis
Education
The College of St. Scholastica 2015 — 2017
Master’s Degree, Busiess Administration-Finance
University of Wisconsin-River Falls 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Thrivent Financial April 2015 - Present
Prudential Financial December 2014 - April 2015
UWRF-Finance Club September 2013 - May 2014
Sheet Metal Connectors May 2013 - September 2013
Heggem Brothers Landscaping 2009 - April 2013
Skills
Sales, Microsoft Word, Microsoft Office, Team Management, Customer Service, Heavy Equipment, Time Management, Financial Analysis
Education
The College of St. Scholastica 2015 — 2017
Master’s Degree, Busiess Administration-Finance
University of Wisconsin-River Falls 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Anthony J. Frei, CFP ®, RICP® Anthony J. Frei, CFP ®, RICP®'s Thrivent Financial Experience May 2012 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2012 - Present
Northwestern Mutual Financial Network January 2010 - April 2012
Education
The American College 2010 — 2013
Washington State University 2005 — 2010
BS, Finance
Thrivent Financial May 2012 - Present
Northwestern Mutual Financial Network January 2010 - April 2012
Education
The American College 2010 — 2013
Washington State University 2005 — 2010
BS, Finance
Jeff Cartledge Jeff Cartledge's Thrivent Financial Experience August 2011 - Present
Job Financial Associate Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2011 - Present
Buckeye International March 2006 - July 2011
Education
The University of Akron 2001 — 2005
BA, Public Relations
Thrivent Financial August 2011 - Present
Buckeye International March 2006 - July 2011
Education
The University of Akron 2001 — 2005
BA, Public Relations
Dave Eickman's Thrivent Financial Experience May 2006 - Present
Job Financial Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2006 - Present
Thrivent Financial for Lutherans May 2006 - Present
Skills
Retirement Planning, Estate Planning, Mutual Funds, Wealth Management, Retirement, Strategic Planning, Investment Advisory
Education
University of Cincinnati 1972 — 1982
MA, Economics
Thrivent Financial May 2006 - Present
Thrivent Financial for Lutherans May 2006 - Present
Skills
Retirement Planning, Estate Planning, Mutual Funds, Wealth Management, Retirement, Strategic Planning, Investment Advisory
Education
University of Cincinnati 1972 — 1982
MA, Economics
Michaeldae Reinhardt's Thrivent Financial Experience February 2014 - June 2014
Job Office Manager at Jim Groce State Farm
Industry Insurance
Experience
State Farm June 2014 - Present
Thrivent Financial February 2014 - June 2014
Thrivent Financial for Lutherans September 2013 - February 2014
State Farm Insurance February 2013 - September 2013
State Farm Insurance June 2012 - February 2013
State Farm Insurance Agency January 2011 - June 2012
Skills
General Insurance, Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance, Health Insurance, Sales, Customer Satisfaction, Casualty, Fixed Annuities, Long-term Care, Employee Benefits, Disability Insurance, Liability, Retirement Planning, Retirement, 401k, Whole Life, Universal Life
Education
Texas Tech University 2006 — 2009
Bachelor of Science (B.S.), Family Consumer Science, Financial Planning and Services
State Farm June 2014 - Present
Thrivent Financial February 2014 - June 2014
Thrivent Financial for Lutherans September 2013 - February 2014
State Farm Insurance February 2013 - September 2013
State Farm Insurance June 2012 - February 2013
State Farm Insurance Agency January 2011 - June 2012
Skills
General Insurance, Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance, Health Insurance, Sales, Customer Satisfaction, Casualty, Fixed Annuities, Long-term Care, Employee Benefits, Disability Insurance, Liability, Retirement Planning, Retirement, 401k, Whole Life, Universal Life
Education
Texas Tech University 2006 — 2009
Bachelor of Science (B.S.), Family Consumer Science, Financial Planning and Services
Nick McNabb Nick McNabb's Thrivent Financial Experience April 2011 - Present
Job Lead Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 2011 - Present
USAA November 2010 - April 2011
Thrivent Financial for Lutherans December 2006 - October 2010
ClosetMaid June 2005 - July 2006
Skills
Risk Management, Retirement Strategies, Legacy Strategies, Asset Allocation, Life Insurance, Long Term Care Insurance, Investment Strategies, Disability Income...
Education
The University of Texas at San Antonio 2001 — 2004
BBA, Marketing
Thrivent Financial April 2011 - Present
USAA November 2010 - April 2011
Thrivent Financial for Lutherans December 2006 - October 2010
ClosetMaid June 2005 - July 2006
Skills
Risk Management, Retirement Strategies, Legacy Strategies, Asset Allocation, Life Insurance, Long Term Care Insurance, Investment Strategies, Disability Income...
Education
The University of Texas at San Antonio 2001 — 2004
BBA, Marketing
Roland Pfeiffer, ChFC, CLU, LUTCF, FIC Roland Pfeiffer, ChFC, CLU, LUTCF, FIC's Thrivent Financial Experience June 1984 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 1984 - Present
Thrivent Financial June 1984 - Present
Education
Southwest Texas State University
Bachelor of Science (B.S.), Education
Thrivent Financial June 1984 - Present
Thrivent Financial June 1984 - Present
Education
Southwest Texas State University
Bachelor of Science (B.S.), Education
Bill Wedde, FIC Bill Wedde, FIC's Thrivent Financial Experience April 2014 - Present
Job Lead Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 2014 - Present
Thrivent Financial December 2004 - Present
Sha Sha Fine Shoes 2004 - 2005
Christy Sports 1997 - 2003
Education
The American College 2009 — 2015
Chartered Financial Consultant, Chartered Life Underwriter
The American College 2003 — 2004
Series 7, Investments and Securities
Fox Valley Technical College 1994 — 1996
Associates, Business, Marketing
University of Wisconsin-Stevens Point 1989 — 1991
Elementary Education and Teaching
Thrivent Financial April 2014 - Present
Thrivent Financial December 2004 - Present
Sha Sha Fine Shoes 2004 - 2005
Christy Sports 1997 - 2003
Education
The American College 2009 — 2015
Chartered Financial Consultant, Chartered Life Underwriter
The American College 2003 — 2004
Series 7, Investments and Securities
Fox Valley Technical College 1994 — 1996
Associates, Business, Marketing
University of Wisconsin-Stevens Point 1989 — 1991
Elementary Education and Teaching
Laura McGaha Laura McGaha's Thrivent Financial Experience November 2014 - Present
Job Office Professional at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
Charlotte Mecklenburg Schools October 2012 - May 2014
Newbury Park First Christian Church February 2012 - October 2012
Skills
Customer Service, Volunteer Management, Social Media, Research, Data Entry, Office Management, Office Administration, Microsoft Office, Community Outreach, Event Planning, Non-profits, Microsoft Word, Public Speaking, PowerPoint
Education
Texas Woman's University 2001 — 2004
Bachelor of Science (B.S.), History
Thrivent Financial November 2014 - Present
Charlotte Mecklenburg Schools October 2012 - May 2014
Newbury Park First Christian Church February 2012 - October 2012
Skills
Customer Service, Volunteer Management, Social Media, Research, Data Entry, Office Management, Office Administration, Microsoft Office, Community Outreach, Event Planning, Non-profits, Microsoft Word, Public Speaking, PowerPoint
Education
Texas Woman's University 2001 — 2004
Bachelor of Science (B.S.), History
Phillip Ristvedt Phillip Ristvedt's Thrivent Financial Experience August 2005 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2005 - Present
Skills
Series 7, Series 63
Education
University of Nebraska-Lincoln 1986 — 1990
speech communication
The American College
Chartered Financial Consultant (ChFC)
Thrivent Financial August 2005 - Present
Skills
Series 7, Series 63
Education
University of Nebraska-Lincoln 1986 — 1990
speech communication
The American College
Chartered Financial Consultant (ChFC)
Gene Yanek Gene Yanek's Thrivent Financial Experience January 2012 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2012 - Present
Morgan Stanley 2010 - 2011
Century Tax and Financial Services 2009 - 2010
Skills
Business Analysis, Management, Project Management, Vendor Management, Risk Management, Change Management, Leadership, Process Improvement, Program Management, Outsourcing
Education
Licenses and Designations
The Catholic University of America
Engineer's Degree, Chemical Engineering
Thrivent Financial January 2012 - Present
Morgan Stanley 2010 - 2011
Century Tax and Financial Services 2009 - 2010
Skills
Business Analysis, Management, Project Management, Vendor Management, Risk Management, Change Management, Leadership, Process Improvement, Program Management, Outsourcing
Education
Licenses and Designations
The Catholic University of America
Engineer's Degree, Chemical Engineering
Sharon Staley-Smith, MBA, CQIA's Thrivent Financial Experience March 2015 - Present
Job Financial, Operations, Quality, Project and Change Management Professional
Industry Financial Services
Experience
Thrivent Financial March 2015 - Present
BloodCenter of Wisconsin 2009 - 2014
BloodCenter of Wisconsin 2000 - 2009
BloodCenter of Wisconsin 1996 - 2000
Quad/Graphics 1993 - 1996
Kohl's Department Stores 1991 - 1993
Andersen Business Consulting 1987 - 1991
Skills
Change Management, Project Management, Operations Management, Quality Assurance, Customer Service, Continuous Improvement, Process Improvement, Staff Scheduling, Coaching & Mentoring, Cross-functional Team..., Budgeting, Management, Training, Regulatory Compliance, Quality Auditing, Quality System, Cross Functional Team..., Business Systems..., Service Recovery, Visual Management, Lean Tools, Standard Work, Leadership Training, Talent Management, Key Performance..., Leadership, Strategic Planning, Team Building, Program Management, Healthcare, Strategy, Business Process..., Coaching, Software Documentation, Business Analysis, Performance Management, Team Leadership, Problem Solving, Medical Devices, Budgets
Education
University of Tulsa
Master of Business Administration (M.B.A.), Marketing
University of Arkansas
Bachelor of Science (B.S.), Business Administration and Honors Marketing
Continuous Professional Development
Thrivent Financial March 2015 - Present
BloodCenter of Wisconsin 2009 - 2014
BloodCenter of Wisconsin 2000 - 2009
BloodCenter of Wisconsin 1996 - 2000
Quad/Graphics 1993 - 1996
Kohl's Department Stores 1991 - 1993
Andersen Business Consulting 1987 - 1991
Skills
Change Management, Project Management, Operations Management, Quality Assurance, Customer Service, Continuous Improvement, Process Improvement, Staff Scheduling, Coaching & Mentoring, Cross-functional Team..., Budgeting, Management, Training, Regulatory Compliance, Quality Auditing, Quality System, Cross Functional Team..., Business Systems..., Service Recovery, Visual Management, Lean Tools, Standard Work, Leadership Training, Talent Management, Key Performance..., Leadership, Strategic Planning, Team Building, Program Management, Healthcare, Strategy, Business Process..., Coaching, Software Documentation, Business Analysis, Performance Management, Team Leadership, Problem Solving, Medical Devices, Budgets
Education
University of Tulsa
Master of Business Administration (M.B.A.), Marketing
University of Arkansas
Bachelor of Science (B.S.), Business Administration and Honors Marketing
Continuous Professional Development
Jessica Hostetler Jessica Hostetler's Thrivent Financial Experience August 2011 - June 2013
Job Project Manager at Milliman
Industry Financial Services
Experience
Milliman September 2014 - Present
J.P. Morgan June 2013 - September 2014
Thrivent Financial August 2011 - June 2013
J.P. Morgan Retirement Plan Services April 2010 - August 2011
J.P. Morgan Retirement Plan Services January 2008 - April 2010
J.P. Morgan Retirement Plan Services May 2006 - January 2008
J.P. Morgan Retirement Plan Services August 2002 - May 2006
J.P. Morgan Retirement Plan Services January 2001 - August 2002
FBD Consulting LLC 1998 - 2001
Skills
Retirement, Financial Services, Series 7, Defined Benefit, Mutual Funds, Series 63, Asset Allocation, Business Analysis, Securities, Investments, Defined Contribution, Portfolio Management, CRM, Retirement Planning, Pensions, SDLC, Asset Managment, Asset Management, Relationship Management, Business Process Design, Strategic Planning, Project Management, Management, ERISA, Qualified Retirement..., Employee Benefits, Vendor Management, 401k, Investment Strategies
Education
The University of Texas at Austin 1997 — 1998
Masters of Science, Library and Information Science
University of Nebraska-Lincoln 1993 — 1997
Bachelor of Science, Secondary Education and Teaching
Seward High School 1991 — 1993
Milliman September 2014 - Present
J.P. Morgan June 2013 - September 2014
Thrivent Financial August 2011 - June 2013
J.P. Morgan Retirement Plan Services April 2010 - August 2011
J.P. Morgan Retirement Plan Services January 2008 - April 2010
J.P. Morgan Retirement Plan Services May 2006 - January 2008
J.P. Morgan Retirement Plan Services August 2002 - May 2006
J.P. Morgan Retirement Plan Services January 2001 - August 2002
FBD Consulting LLC 1998 - 2001
Skills
Retirement, Financial Services, Series 7, Defined Benefit, Mutual Funds, Series 63, Asset Allocation, Business Analysis, Securities, Investments, Defined Contribution, Portfolio Management, CRM, Retirement Planning, Pensions, SDLC, Asset Managment, Asset Management, Relationship Management, Business Process Design, Strategic Planning, Project Management, Management, ERISA, Qualified Retirement..., Employee Benefits, Vendor Management, 401k, Investment Strategies
Education
The University of Texas at Austin 1997 — 1998
Masters of Science, Library and Information Science
University of Nebraska-Lincoln 1993 — 1997
Bachelor of Science, Secondary Education and Teaching
Seward High School 1991 — 1993
Mick Kuehn, CFA Mick Kuehn, CFA's Thrivent Financial Experience 2004 - 2006
Job Portfolio Manager at ICON Advisers
Industry Investment Management
Experience
ICON Advisers 2008 - Present
ICON Advisers 2007 - 2008
ICON Advisers 2006 - 2007
Thrivent Financial 2004 - 2006
The Murrayhill Company 2003 - 2004
The Murrayhill Company 2002 - 2003
The Murrayhill Company 2002 - 2002
FactSet Research Systems 2001 - 2002
FactSet Research Systems 2000 - 2001
FactSet Research Systems 1999 - 2000
Skills
Factset, Bloomberg, Visual Basic, Excel, Charles River, Microsoft Office, Compustat, Worldscope, First Call, IBES, Access, Equities, Equity Research, Equity Valuation, International Management, Emerging Markets, Economics, CFA, MBA, MBA Finance, Asia, Asia Pacific, Latin America, Screening, Performance Attribution, Attribution, Financial Analysis, Financial Modeling, Financial Management, Financial Markets, Group Presentations, Portfolio Management, Series 7, Series 66
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree
ICON Advisers 2008 - Present
ICON Advisers 2007 - 2008
ICON Advisers 2006 - 2007
Thrivent Financial 2004 - 2006
The Murrayhill Company 2003 - 2004
The Murrayhill Company 2002 - 2003
The Murrayhill Company 2002 - 2002
FactSet Research Systems 2001 - 2002
FactSet Research Systems 2000 - 2001
FactSet Research Systems 1999 - 2000
Skills
Factset, Bloomberg, Visual Basic, Excel, Charles River, Microsoft Office, Compustat, Worldscope, First Call, IBES, Access, Equities, Equity Research, Equity Valuation, International Management, Emerging Markets, Economics, CFA, MBA, MBA Finance, Asia, Asia Pacific, Latin America, Screening, Performance Attribution, Attribution, Financial Analysis, Financial Modeling, Financial Management, Financial Markets, Group Presentations, Portfolio Management, Series 7, Series 66
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A.)
University of Colorado Boulder - Leeds School of Business
Bachelor's Degree
Brian Kirkpatrick Brian Kirkpatrick's Thrivent Financial Experience August 2009 - June 2010
Job VP Venture Banking at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank July 2013 - Present
Square 1 Bank March 2011 - June 2013
Square 1 Bank June 2010 - February 2011
Thrivent Financial August 2009 - June 2010
Raytheon Missile Systems 2008 - 2009
Skills
Financial Analysis, Underwriting, Financial Modeling, Portfolio Management, Banking, Microsoft Excel, Credit Risk, Credit Analysis, Risk Management, Cash Management, Credit, Process Improvement, Loans, Analysis, Commercial Banking, Finance, Commercial Lending, Financial Risk, Due Diligence, Structured Finance, Treasury Management, Valuation, Asset Based Lending, Mergers & Acquisitions, Small Business Lending, Corporate Finance, Middle Market, Private Equity, Financial Structuring, Loan Origination, Consumer Lending
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science, Finance and Entrepreneurship
Square 1 Bank July 2013 - Present
Square 1 Bank March 2011 - June 2013
Square 1 Bank June 2010 - February 2011
Thrivent Financial August 2009 - June 2010
Raytheon Missile Systems 2008 - 2009
Skills
Financial Analysis, Underwriting, Financial Modeling, Portfolio Management, Banking, Microsoft Excel, Credit Risk, Credit Analysis, Risk Management, Cash Management, Credit, Process Improvement, Loans, Analysis, Commercial Banking, Finance, Commercial Lending, Financial Risk, Due Diligence, Structured Finance, Treasury Management, Valuation, Asset Based Lending, Mergers & Acquisitions, Small Business Lending, Corporate Finance, Middle Market, Private Equity, Financial Structuring, Loan Origination, Consumer Lending
Education
University of Arizona, Eller College of Management 2005 — 2009
Bachelor of Science, Finance and Entrepreneurship
Mitchell Burkhart Mitchell Burkhart's Thrivent Financial Experience February 2013 - Present
Job Financial Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial February 2013 - Present
Gavler co. June 2005 - March 2013
HBMA, USA February 1998 - May 2006
Skills
Finacial planning, Risk Management, Retirement Planning, Education Funding, Retail Brokerage, Brokers, Insurance
Education
UCI 1999 — 2001
Thrivent Financial February 2013 - Present
Gavler co. June 2005 - March 2013
HBMA, USA February 1998 - May 2006
Skills
Finacial planning, Risk Management, Retirement Planning, Education Funding, Retail Brokerage, Brokers, Insurance
Education
UCI 1999 — 2001
Paul Petrillo Paul Petrillo's Thrivent Financial Experience February 1992 - Present
Job Financial Consultant at Thrivent Financial
Industry Investment Management
Experience
Lord of Glory (Grayslake, IL) January 2004 - Present
Thrivent Financial February 1992 - Present
Thrivent Financial February 1992 - Present
Skills
Fixed Annuities, Wealth Management, Retirement, Investments, IRAs, Disability Insurance, Mutual Funds, Long Term Care Insurance, Life Insurance, Wealth Accumulation, FINRA Series 7, Financial Strategy, Extended Care, Retirement Savings
Education
American College of Financial Planning 1992 — 1996
Financial Planning and Services
The American College
Financial Planning and Services
Lord of Glory (Grayslake, IL) January 2004 - Present
Thrivent Financial February 1992 - Present
Thrivent Financial February 1992 - Present
Skills
Fixed Annuities, Wealth Management, Retirement, Investments, IRAs, Disability Insurance, Mutual Funds, Long Term Care Insurance, Life Insurance, Wealth Accumulation, FINRA Series 7, Financial Strategy, Extended Care, Retirement Savings
Education
American College of Financial Planning 1992 — 1996
Financial Planning and Services
The American College
Financial Planning and Services
Meghan Keeley's Thrivent Financial Experience June 2015 - September 2015
Job Postgraduate Student at the University of Nottingham
Industry Civic & Social Organization
Experience
University of Wisconsin-La Crosse September 2014 - Present
Thrivent Financial June 2015 - September 2015
Menards April 2013 - May 2015
Bronston Chiropractic August 2012 - December 2013
Skills
Spanish, SPSS, Spanish-speaking, Customer Service, Microsoft Excel, Research, Visio, Communication, Team Leadership
Education
University of Nottingham 2015 — 2016
Master’s Degree, Work & Organizational Psychology
University of Wisconsin-La Crosse 2011 — 2015
Bachelor of Arts (BA), Psychology, Spanish, 3.57
Universidad de Granada
Spanish
University of Wisconsin-La Crosse September 2014 - Present
Thrivent Financial June 2015 - September 2015
Menards April 2013 - May 2015
Bronston Chiropractic August 2012 - December 2013
Skills
Spanish, SPSS, Spanish-speaking, Customer Service, Microsoft Excel, Research, Visio, Communication, Team Leadership
Education
University of Nottingham 2015 — 2016
Master’s Degree, Work & Organizational Psychology
University of Wisconsin-La Crosse 2011 — 2015
Bachelor of Arts (BA), Psychology, Spanish, 3.57
Universidad de Granada
Spanish
Dan Kunos, ChFC® Dan Kunos, ChFC®'s Thrivent Financial Experience June 2001 - February 2008
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group February 2008 - Present
Cpr 2009 - 2013
Thrivent Financial June 2001 - February 2008
Rittal Corporation June 1998 - June 2001
Skills
Financial Strategies, Retirement Strategies, ChFC, Wealth, Protection, Investment Advisory, Insurance, Charities, Estate Strategies, Wealth Management, Retirement Income..., Wealth Accumulation, Pensions, Inheritance Tax..., Investments, Income Protection, Saving for Education, Financial Advice, 401k, Savings, Charitable Giving, Long Term Care, Asset Allocation, Insurance Strategies, Long-term Care, Asset Management, Wealth Transfer, Trust Services, Investment Strategies, Annuities, IRA's, Wealth Preservation, Disability Insurance, Securities, Series 6, Mutual Funds, Term Life Insurance, Personal Finance, Small Business, Annuity, Business Succession..., Investment Products, Universal Life, Retirement Savings, Series 66, Series 7, College Funding...
Education
The American College 2007 — 2011
ChFC®
Wittenberg University 1995 — 1999
Bachelor of Arts
Financial Design Group February 2008 - Present
Cpr 2009 - 2013
Thrivent Financial June 2001 - February 2008
Rittal Corporation June 1998 - June 2001
Skills
Financial Strategies, Retirement Strategies, ChFC, Wealth, Protection, Investment Advisory, Insurance, Charities, Estate Strategies, Wealth Management, Retirement Income..., Wealth Accumulation, Pensions, Inheritance Tax..., Investments, Income Protection, Saving for Education, Financial Advice, 401k, Savings, Charitable Giving, Long Term Care, Asset Allocation, Insurance Strategies, Long-term Care, Asset Management, Wealth Transfer, Trust Services, Investment Strategies, Annuities, IRA's, Wealth Preservation, Disability Insurance, Securities, Series 6, Mutual Funds, Term Life Insurance, Personal Finance, Small Business, Annuity, Business Succession..., Investment Products, Universal Life, Retirement Savings, Series 66, Series 7, College Funding...
Education
The American College 2007 — 2011
ChFC®
Wittenberg University 1995 — 1999
Bachelor of Arts
Keith Atneosen Keith Atneosen's Thrivent Financial Experience 2005 - 2009
Job Providing Wealth Counsel to Business Owners and Professionals
Industry Financial Services
Experience
Ronald Blue & Co. 2011 - Present
Keiretsu Forum 2014 - Present
Waddell & Reed 2009 - 2011
Thrivent Financial 2005 - 2009
Sears Holdings Corporation 1999 - 2005
Education
Irwin Graduate School of The American College 2011 — 2013
Master of Science in Financial Services (MSFS)
Trinity Lutheran College 2000 — 2001
Graduate Certificate of Professional Studies, Music Ministry
Western Washington University 1996 — 2000
Bachelor of Arts (BA), Music
Ronald Blue & Co. 2011 - Present
Keiretsu Forum 2014 - Present
Waddell & Reed 2009 - 2011
Thrivent Financial 2005 - 2009
Sears Holdings Corporation 1999 - 2005
Education
Irwin Graduate School of The American College 2011 — 2013
Master of Science in Financial Services (MSFS)
Trinity Lutheran College 2000 — 2001
Graduate Certificate of Professional Studies, Music Ministry
Western Washington University 1996 — 2000
Bachelor of Arts (BA), Music
Mick Smothers Mick Smothers's Thrivent Financial Experience October 2003 - June 2007
Job Enterprise Architect, Problem Solver, Technology Aficionado
Industry Information Technology and Services
Experience
Capco February 2010 - Present
PricewaterhouseCoopers June 2009 - January 2010
BearingPoint June 2007 - June 2009
Thrivent Financial October 2003 - June 2007
Perot Systems Corp. September 1994 - October 2003
Information Technology Consulting July 1994 - September 1994
Platinum Software Corp. (now Epicor) January 1991 - July 1994
Flagship Express Corp. August 1989 - January 1991
FedEx Corp June 1986 - August 1989
Skills
Enterprise Architecture, SOA, SDLC, Integration, Java Enterprise Edition, Solution Architecture, Agile Methodologies, RUP Methodologies, UML, C/C++, Java, LInux, Secondary Mortgage..., Hospitality Industry, Banking, Capital Markets, Data Modeling, Content Management, Database Design, Networking, Linux, Requirements Analysis, Business Process Design, Program Management, Software Development, Change Management, PMO, Business Process, Data Warehousing, Oracle, Unix, PMP, IT Strategy, SQL, IT Service Management, Microsoft SQL Server, Strategy, System Architecture, Security, Business Intelligence, EAI, Software Project..., Consulting, Software Design, Software Engineering, Requirements Gathering, Business Analysis, IT Management, Project Portfolio..., Business Process...
Education
The University of Memphis 1988 — 1989
BS
University of Wyoming 1978 — 1983
undergrad
Capco February 2010 - Present
PricewaterhouseCoopers June 2009 - January 2010
BearingPoint June 2007 - June 2009
Thrivent Financial October 2003 - June 2007
Perot Systems Corp. September 1994 - October 2003
Information Technology Consulting July 1994 - September 1994
Platinum Software Corp. (now Epicor) January 1991 - July 1994
Flagship Express Corp. August 1989 - January 1991
FedEx Corp June 1986 - August 1989
Skills
Enterprise Architecture, SOA, SDLC, Integration, Java Enterprise Edition, Solution Architecture, Agile Methodologies, RUP Methodologies, UML, C/C++, Java, LInux, Secondary Mortgage..., Hospitality Industry, Banking, Capital Markets, Data Modeling, Content Management, Database Design, Networking, Linux, Requirements Analysis, Business Process Design, Program Management, Software Development, Change Management, PMO, Business Process, Data Warehousing, Oracle, Unix, PMP, IT Strategy, SQL, IT Service Management, Microsoft SQL Server, Strategy, System Architecture, Security, Business Intelligence, EAI, Software Project..., Consulting, Software Design, Software Engineering, Requirements Gathering, Business Analysis, IT Management, Project Portfolio..., Business Process...
Education
The University of Memphis 1988 — 1989
BS
University of Wyoming 1978 — 1983
undergrad
Pamela Bajorek's Thrivent Financial Experience June 2014 - Present
Job
Industry Individual & Family Services
Experience
Thrivent Financial June 2014 - Present
Education
Southern Evangelical Seminary 2009 — 2015
Working towards my 'Masters degree in Religion', (Youth and Family Ministry)
University at Buffalo 1983 — 1987
Biochemical Pharmacology, Pharmacy
Thrivent Financial June 2014 - Present
Education
Southern Evangelical Seminary 2009 — 2015
Working towards my 'Masters degree in Religion', (Youth and Family Ministry)
University at Buffalo 1983 — 1987
Biochemical Pharmacology, Pharmacy
Russ LaPoint, CFP, ChFC, CAP, FIC Russ LaPoint, CFP, ChFC, CAP, FIC's Thrivent Financial Experience October 2007 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2007 - Present
Skills
Certified Financial..., CFP, Chartered Financial..., Certified Advisor in..., Investments, Retirement Planning, Fixed Annuities, Wealth Accumulation, Variable Annuities, Mutual Funds, Investment Brokerage, Financial Education, Charitable Planning, Estate Strategies, FINRA Series 7, FINRA Series 66, For important...
Education
The American College 2008 — 2013
Certified Financial Planner, Chartered Financial Consultant & Chartered Advisor in Philanthropy
University of Wisconsin-River Falls 1992 — 1996
Bachelor, Business Administration
Thrivent Financial October 2007 - Present
Skills
Certified Financial..., CFP, Chartered Financial..., Certified Advisor in..., Investments, Retirement Planning, Fixed Annuities, Wealth Accumulation, Variable Annuities, Mutual Funds, Investment Brokerage, Financial Education, Charitable Planning, Estate Strategies, FINRA Series 7, FINRA Series 66, For important...
Education
The American College 2008 — 2013
Certified Financial Planner, Chartered Financial Consultant & Chartered Advisor in Philanthropy
University of Wisconsin-River Falls 1992 — 1996
Bachelor, Business Administration
Chris Kenneally, AIF, ChFc, CLU, AEP Chris Kenneally, AIF, ChFc, CLU, AEP's Thrivent Financial Experience July 2001 - March 2008
Job Christopher Edwards Financial Associates, LLP and INVEST Financial
Industry Financial Services
Experience
Christopher Edwards Financial Associates, LLP April 2008 - Present
Thrivent Financial July 2001 - March 2008
Lutheran Brotherhood Financial July 1995 - June 2001
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Investments, Fixed Annuities, Estate Planning, Asset Allocation, Registered Investment..., Money Management, Securities, Insurance, Financial Services
Education
The College of New Jersey 1978 — 1982
Bachelor of Science (B.S.)
The College of New Jersey 1982 — 1984
Office Business Systems Graduate Program
University of Pennsylvania - The Wharton School 2007 — 2007
Advanced Retirement Program
Christopher Edwards Financial Associates, LLP April 2008 - Present
Thrivent Financial July 2001 - March 2008
Lutheran Brotherhood Financial July 1995 - June 2001
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investment Advisory, Financial Advisory, Investments, Fixed Annuities, Estate Planning, Asset Allocation, Registered Investment..., Money Management, Securities, Insurance, Financial Services
Education
The College of New Jersey 1978 — 1982
Bachelor of Science (B.S.)
The College of New Jersey 1982 — 1984
Office Business Systems Graduate Program
University of Pennsylvania - The Wharton School 2007 — 2007
Advanced Retirement Program
Chelsea Novodvorsky Chelsea Novodvorsky's Thrivent Financial Experience June 2009 - August 2009
Job Resident Assistant at University of North Dakota
Industry Higher Education
Experience
University of North Dakota January 2012 - May 2015
Minnesota Historical Society June 2014 - August 2014
University of North Dakota September 2011 - January 2012
Thrivent Financial June 2009 - August 2009
Skills
Student Affairs, Student Development, Research, SPSS, Statistics, Program Development, Community Outreach, Teamwork, Microsoft Excel, Time Management, Leadership, Microsoft Word, Communication, Microsoft Office
Education
The University of North Dakota 2010 — 2015
Bachelor’s Degree, Forensic Science, Psychology
University of North Dakota January 2012 - May 2015
Minnesota Historical Society June 2014 - August 2014
University of North Dakota September 2011 - January 2012
Thrivent Financial June 2009 - August 2009
Skills
Student Affairs, Student Development, Research, SPSS, Statistics, Program Development, Community Outreach, Teamwork, Microsoft Excel, Time Management, Leadership, Microsoft Word, Communication, Microsoft Office
Education
The University of North Dakota 2010 — 2015
Bachelor’s Degree, Forensic Science, Psychology
Kaler Allensworth Kaler Allensworth's Thrivent Financial Experience January 2013 - December 2014
Job Director of Recruiting at MassMutual Financial Group DallasFort Worth
Industry Financial Services
Experience
MassMutual Dallas-Fort Worth January 2015 - Present
Thrivent Financial January 2013 - December 2014
Thrivent Financial April 2011 - January 2013
Thrivent Financial June 2005 - 2011
Education
Texas Tech University 2006 — 2011
Bachelor's of Art and Sciences, Spanish
Texas Tech University 2006 — 2010
Bachelor's of Arts, Advertising
Coppell High School 2002 — 2006
MassMutual Dallas-Fort Worth January 2015 - Present
Thrivent Financial January 2013 - December 2014
Thrivent Financial April 2011 - January 2013
Thrivent Financial June 2005 - 2011
Education
Texas Tech University 2006 — 2011
Bachelor's of Art and Sciences, Spanish
Texas Tech University 2006 — 2010
Bachelor's of Arts, Advertising
Coppell High School 2002 — 2006
Aaron Bangasser Aaron Bangasser's Thrivent Financial Experience January 2014 - Present
Job Senior Infrastructure Engineer SharePoint at Thrivent Financial
Industry Information Technology and Services
Experience
Thrivent Financial January 2014 - Present
RBA Consulting April 2011 - January 2014
Anoka-Ramsey Community College August 2008 - May 2011
Lerner Publishing Group June 2008 - April 2011
Robert Half Technology September 2007 - June 2008
The Antioch Company / Creative Memories June 2006 - September 2007
Tech Check October 2004 - June 2006
Computer Friendly May 1996 - October 2004
Skills
SharePoint, Microsoft SQL Server, Business Intelligence..., Security, Networking, Business Intelligence, Visio, Business Analysis, Project Management, SQL, Data Warehousing, Databases, Cloud Computing, Consulting, Enterprise Architecture, Information Security, Risk Management, Software Development
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Information Technology
University of Colorado Boulder 1990 — 1994
BS, Aerospace Engineering
Wayzata High School
Thrivent Financial January 2014 - Present
RBA Consulting April 2011 - January 2014
Anoka-Ramsey Community College August 2008 - May 2011
Lerner Publishing Group June 2008 - April 2011
Robert Half Technology September 2007 - June 2008
The Antioch Company / Creative Memories June 2006 - September 2007
Tech Check October 2004 - June 2006
Computer Friendly May 1996 - October 2004
Skills
SharePoint, Microsoft SQL Server, Business Intelligence..., Security, Networking, Business Intelligence, Visio, Business Analysis, Project Management, SQL, Data Warehousing, Databases, Cloud Computing, Consulting, Enterprise Architecture, Information Security, Risk Management, Software Development
Education
University of Minnesota - Carlson School of Management 2004 — 2008
MBA, Information Technology
University of Colorado Boulder 1990 — 1994
BS, Aerospace Engineering
Wayzata High School
Anna Laura McKowen's Thrivent Financial Experience September 2011 - October 2012
Job Relationship Building, Excellent Customer Service
Industry Management Consulting
Experience
The Mutual Fund Store June 2015 - Present
The Shobe Financial Group March 2014 - August 2014
Self-Employed April 2013 - March 2014
Thrivent Financial September 2011 - October 2012
The Rodney Lough Jr. Gallery December 2010 - August 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
Scena Theatre 2009 - 2009
Bad Hamlet 2009 - 2009
The Catholic University of America 2007 - 2009
Skills
Customer Service, CRM, Photoshop, Photography, Marketing Strategy, Management, Fine Art, Social Media, Social Networking, Training, Event Planning, Social Media Marketing, Performing Arts
Education
The Catholic University of America 2007 — 2009
Bachelor's Degree, Drama, Secondary Education, Psychology
Parkview Baptist High School 2005 — 2007
Bishop Sullivan High School 2003 — 2005
The Mutual Fund Store June 2015 - Present
The Shobe Financial Group March 2014 - August 2014
Self-Employed April 2013 - March 2014
Thrivent Financial September 2011 - October 2012
The Rodney Lough Jr. Gallery December 2010 - August 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
The Rodney Lough Jr. Gallery February 2010 - July 2011
Scena Theatre 2009 - 2009
Bad Hamlet 2009 - 2009
The Catholic University of America 2007 - 2009
Skills
Customer Service, CRM, Photoshop, Photography, Marketing Strategy, Management, Fine Art, Social Media, Social Networking, Training, Event Planning, Social Media Marketing, Performing Arts
Education
The Catholic University of America 2007 — 2009
Bachelor's Degree, Drama, Secondary Education, Psychology
Parkview Baptist High School 2005 — 2007
Bishop Sullivan High School 2003 — 2005
Constance Waisanen Constance Waisanen's Thrivent Financial Experience September 2006 - Present
Job Financial Representative at Thrivent
Industry Financial Services
Experience
Thrivent Financial September 2006 - Present
Georgia-Pacific LLC February 1979 - September 2006
Skills
Financial Advisory, Leadership, Process Improvement, Organizational..., Change Management, Data Analysis, Quality System, Horticulture, Fiber Arts, Choral, Team Building, Analysis, Continuous Improvement, Process Engineering, PowerPoint, Asset Allocation
Education
University of California, Davis 1976 — 1979
BSCHE, Chemical Engineering
Moose Lake High School, Moose Lake , MN
HS Diploma
Thrivent Financial September 2006 - Present
Georgia-Pacific LLC February 1979 - September 2006
Skills
Financial Advisory, Leadership, Process Improvement, Organizational..., Change Management, Data Analysis, Quality System, Horticulture, Fiber Arts, Choral, Team Building, Analysis, Continuous Improvement, Process Engineering, PowerPoint, Asset Allocation
Education
University of California, Davis 1976 — 1979
BSCHE, Chemical Engineering
Moose Lake High School, Moose Lake , MN
HS Diploma
Anne Johns, CFP®, ChFC, CLU's Thrivent Financial Experience November 2012 - Present
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent to Help Individuals Be Wise With Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial November 2012 - Present
Thrivent Financial 2002 - 2012
Thrivent Financial 2000 - 2002
Thrivent Financial 1990 - 2000
Prudential Financial June 1985 - October 1990
Skills
Insurance, Investment Strategies, Financial Analysis, Retirment Income..., Recruting and Training, Leadership, Team Leadership, Sales Management, Sales Presentations
Education
Wittenberg University 1979 — 1983
BA
The American College
ChFC, CLU, Financial Services
Thrivent Financial November 2012 - Present
Thrivent Financial 2002 - 2012
Thrivent Financial 2000 - 2002
Thrivent Financial 1990 - 2000
Prudential Financial June 1985 - October 1990
Skills
Insurance, Investment Strategies, Financial Analysis, Retirment Income..., Recruting and Training, Leadership, Team Leadership, Sales Management, Sales Presentations
Education
Wittenberg University 1979 — 1983
BA
The American College
ChFC, CLU, Financial Services
Tyler Mainquist Tyler Mainquist's Thrivent Financial Experience 2009 - February 2014
Job Financial Advisor at Central Financial Services
Industry Financial Services
Experience
Central Financial Services February 2014 - Present
Ameritas Investment Corp. February 2014 - Present
Thrivent Financial 2009 - February 2014
UBS Financial Services 2007 - 2009
MDS Corporate 2004 - 2006
MDS Corporate 2002 - 2003
MDS Pharma Services 1997 - 2002
Harris Laboratories 1990 - 1997
Harris Technology Group 1985 - 1990
Education
The American College 2011 — 2014
Chartered Advisor in Philanthropy (CAP), Financial Planning and Services
University of Nebraska-Lincoln 1982 — 1987
BS, Computer Science
Central Financial Services February 2014 - Present
Ameritas Investment Corp. February 2014 - Present
Thrivent Financial 2009 - February 2014
UBS Financial Services 2007 - 2009
MDS Corporate 2004 - 2006
MDS Corporate 2002 - 2003
MDS Pharma Services 1997 - 2002
Harris Laboratories 1990 - 1997
Harris Technology Group 1985 - 1990
Education
The American College 2011 — 2014
Chartered Advisor in Philanthropy (CAP), Financial Planning and Services
University of Nebraska-Lincoln 1982 — 1987
BS, Computer Science
Cody Moody Cody Moody's Thrivent Financial Experience October 2012 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2012 - Present
Raytheon July 2004 - October 2012
Skills
Portfolio Management, Investment Strategies, Personal Finance, Financial Goals, Retirement Income..., Investment Management, Financial Statement..., Financial Risk..., Life Insurance, Long Term Care Insurance, Tax Efficiency..., Matlab, MEMS, RF design, Labview, Structural Dynamics, Testing, Sensors, MMIC, ANSYS, WLP, R&D, Engineering Management, Systems Engineering, Control Theory Analysis, Research, Test Software, HFSS, Advanced Design Systems..., Wafer Level Packaging, MEMS Fabrication Support, Analysis, Electrical Engineering, Microsoft Office
Education
Texas Tech University 2002 — 2004
MS, Mechanical Engineering
The University of Texas at Dallas 2006 — 2011
MS, Electrical Engineering
Texas Tech University 1997 — 2002
BS, Mechanical Engineering
Thrivent Financial October 2012 - Present
Raytheon July 2004 - October 2012
Skills
Portfolio Management, Investment Strategies, Personal Finance, Financial Goals, Retirement Income..., Investment Management, Financial Statement..., Financial Risk..., Life Insurance, Long Term Care Insurance, Tax Efficiency..., Matlab, MEMS, RF design, Labview, Structural Dynamics, Testing, Sensors, MMIC, ANSYS, WLP, R&D, Engineering Management, Systems Engineering, Control Theory Analysis, Research, Test Software, HFSS, Advanced Design Systems..., Wafer Level Packaging, MEMS Fabrication Support, Analysis, Electrical Engineering, Microsoft Office
Education
Texas Tech University 2002 — 2004
MS, Mechanical Engineering
The University of Texas at Dallas 2006 — 2011
MS, Electrical Engineering
Texas Tech University 1997 — 2002
BS, Mechanical Engineering
Greg Mikesell, CFP®'s Thrivent Financial Experience August 2014 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Thrivent Financial August 2014 - Present
State Farm November 2012 - June 2014
Ronald Blue & Co. August 2007 - June 2012
TD Ameritrade May 2006 - December 2006
TD Waterhouse June 2000 - May 2006
Good Life Broadcasting 1992 - June 2000
Skills
Estate Planning, Investments, Retirement Planning, Finance, Insurance, Customer Service, Mutual Funds, Portfolio Management, Risk Management, CRM, Investment Management, Financial Advisory, Marketing, Financial Planners
Education
University of Central Florida 1989 — 2004
Bachelor of Arts (BA), Theatre Performance
Bjorn T Nesvold's Thrivent Financial Experience July 2007 - Present
Job Lead Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2007 - Present
Skills
Retirement strategies, Estate strategies, Investment strategies, Retirement accumulation..., Retirement distribution..., Investments, Life Insurance
Education
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Business Management
Thrivent Financial July 2007 - Present
Skills
Retirement strategies, Estate strategies, Investment strategies, Retirement accumulation..., Retirement distribution..., Investments, Life Insurance
Education
University of Kansas 2003 — 2007
Bachelor of Arts (B.A.), Business Management
Debra Hedgcoth, RICP®, CLTC, FIC Debra Hedgcoth, RICP®, CLTC, FIC's Thrivent Financial Experience July 2012 - Present
Job Financial Representative at Llano Group of Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2012 - Present
Internal Revenue Service January 1988 - March 2012
Skills
Mutual Funds, Fixed Annuities, Securities, Life Insurance, Finance, Long Term Care Insurance, Retirement Planning, Variable Annuities, Disability Income..., Financial Analysis, Medicare Supplements, Income Distribution
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Thrivent Financial July 2012 - Present
Internal Revenue Service January 1988 - March 2012
Skills
Mutual Funds, Fixed Annuities, Securities, Life Insurance, Finance, Long Term Care Insurance, Retirement Planning, Variable Annuities, Disability Income..., Financial Analysis, Medicare Supplements, Income Distribution
Education
Texas Tech University - Rawls College of Business 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Jon Kroening, CFP®, ChFC®, CAP®, CLU®, CASL® Jon Kroening, CFP®, ChFC®, CAP®, CLU®, CASL®'s Thrivent Financial Experience March 2005 - July 2015
Job CERTIFIED FINANCIAL PLANNER™ at Heartland Financial Associates, LLC Wealth Management
Industry Financial Services
Experience
Heartland Financial Associates, LLC July 2015 - Present
Thrivent Financial March 2005 - July 2015
Leonhard Roofing May 1999 - September 2004
Ladysmith County Market November 1996 - March 2000
Leader Telegram December 1993 - February 1997
Skills
Certified Financial..., Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Fee-Based Financial..., Wealth Accumulation, Investments, Charitable Gift Planning, 401k Rollovers, Variable Annuities, Qualified Retirement..., Life Insurance, Legacy Strategies, Volunteering, Long Term Care Insurance, Investment Strategies, Key Person Insurance, Health Insurance, Disability Insurance, College Education..., Buy-sell Agreements, IRAs, Roth IRA, Values-Based Financial..., Tax Efficiency, Comprehensive Planning, Retirement Plan..., Holistic Financial..., 529 Plans, Tactical Asset..., Mutual Funds, Series 7
Education
University of Wisconsin-Stout 2001 — 2004
BS, Applied Math/Computer Science w/ Business Management/Administration
The American College
Financial Planning, Insurance, Estate Planning, Charitable Gift Planning
Ladysmith High School 1997 — 2000
Heartland Financial Associates, LLC July 2015 - Present
Thrivent Financial March 2005 - July 2015
Leonhard Roofing May 1999 - September 2004
Ladysmith County Market November 1996 - March 2000
Leader Telegram December 1993 - February 1997
Skills
Certified Financial..., Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Fee-Based Financial..., Wealth Accumulation, Investments, Charitable Gift Planning, 401k Rollovers, Variable Annuities, Qualified Retirement..., Life Insurance, Legacy Strategies, Volunteering, Long Term Care Insurance, Investment Strategies, Key Person Insurance, Health Insurance, Disability Insurance, College Education..., Buy-sell Agreements, IRAs, Roth IRA, Values-Based Financial..., Tax Efficiency, Comprehensive Planning, Retirement Plan..., Holistic Financial..., 529 Plans, Tactical Asset..., Mutual Funds, Series 7
Education
University of Wisconsin-Stout 2001 — 2004
BS, Applied Math/Computer Science w/ Business Management/Administration
The American College
Financial Planning, Insurance, Estate Planning, Charitable Gift Planning
Ladysmith High School 1997 — 2000
Sarah (Stevenson) Reimer's Thrivent Financial Experience December 2010 - February 2012
Job Wellness Advocate, doTERRA
Industry Financial Services
Experience
doTERRA International LLC February 2015 - Present
TIAA-CREF July 2013 - March 2015
TIAA-CREF February 2012 - July 2013
Thrivent Financial December 2010 - February 2012
Thrivent Financial July 2008 - December 2010
Thrivent Financial May 2007 - August 2007
Skills
Six Sigma, Process Improvement, Change Management, Continuous Improvement, Analysis, Leadership, Business Process, Quality Assurance, Call Centers, Coaching, Lean Manufacturing, Data Analysis, Kaizen, Black Belt, Business Analysis, Performance Improvement, Financial Analysis, Financial Services, Business Process..., Strategic Planning, Former FINRA Series 6, Former FINRA Series 63, Rapid Process..., Lean Transformation
Education
University of Wisconsin-Oshkosh 2004 — 2008
Bachelors of Business Administration, Finance, International Management, Spanish
Universidad de Salamanca 2007 — 2007
Intensive Spanish Language Program
doTERRA International LLC February 2015 - Present
TIAA-CREF July 2013 - March 2015
TIAA-CREF February 2012 - July 2013
Thrivent Financial December 2010 - February 2012
Thrivent Financial July 2008 - December 2010
Thrivent Financial May 2007 - August 2007
Skills
Six Sigma, Process Improvement, Change Management, Continuous Improvement, Analysis, Leadership, Business Process, Quality Assurance, Call Centers, Coaching, Lean Manufacturing, Data Analysis, Kaizen, Black Belt, Business Analysis, Performance Improvement, Financial Analysis, Financial Services, Business Process..., Strategic Planning, Former FINRA Series 6, Former FINRA Series 63, Rapid Process..., Lean Transformation
Education
University of Wisconsin-Oshkosh 2004 — 2008
Bachelors of Business Administration, Finance, International Management, Spanish
Universidad de Salamanca 2007 — 2007
Intensive Spanish Language Program
Donel Pederson's Thrivent Financial Experience 2012 - Present
Job Partner at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial 2012 - Present
Thrivent Financial for Lutherans March 2001 - Present
Thrivent Financial 2001 - 2011
Skills
Public Speaking, Marketing, Leadership, Strategic Financial..., Coaching
Education
Trinity Lutheran College 1994 — 1997
B.A. theology/ education, Theology, Education. Counseling
Trinity Lutheran College
Theology/ Counseling
Thrivent Financial 2012 - Present
Thrivent Financial for Lutherans March 2001 - Present
Thrivent Financial 2001 - 2011
Skills
Public Speaking, Marketing, Leadership, Strategic Financial..., Coaching
Education
Trinity Lutheran College 1994 — 1997
B.A. theology/ education, Theology, Education. Counseling
Trinity Lutheran College
Theology/ Counseling
Sharon Phelps's Thrivent Financial Experience 2003 - Present
Job Helping Clients Achieve Financial Goals
Industry Financial Services
Experience
Thrivent Financial 2003 - Present
The Righter Company 1997 - January 2003
Skills
FINRA Series 7, FINRA Series 66, Retirement Distribution..., Retirement Accumulation..., Asset Allocation, Investment Strategies, Legacy Strategies, Estate Strategies, Charitable Strategies
Education
The Ohio State University Fisher College of Business
BSBA, MBA, Accounting, Business
Thrivent Financial 2003 - Present
The Righter Company 1997 - January 2003
Skills
FINRA Series 7, FINRA Series 66, Retirement Distribution..., Retirement Accumulation..., Asset Allocation, Investment Strategies, Legacy Strategies, Estate Strategies, Charitable Strategies
Education
The Ohio State University Fisher College of Business
BSBA, MBA, Accounting, Business
Stacy White Stacy White's Thrivent Financial Experience May 2015 - August 2015
Job MBA Candidate, Class of 2017 at Carlson School of Management
Industry Marketing and Advertising
Experience
Thrivent Financial May 2015 - August 2015
Regency Beauty Institute February 2014 - April 2015
Target August 2013 - November 2013
The Social Lights January 2013 - August 2013
Independent August 2012 - August 2013
General Mills August 2011 - August 2012
ConAgra Foods April 2010 - June 2011
Jasculca/Terman & Associates September 2009 - February 2010
Schwartz Communications February 2009 - May 2009
Time Inc. June 2008 - July 2008
Skills
Social Media Marketing, Integrated Marketing, Marketing Strategy, Strategic Planning, Digital Strategy, Social Media, Marketing, Community Management, Strategy, Content Strategy, Public Relations, Promotions, Marketing Communications, Food, Brand Awareness, Brand Equity, Influencer Marketing, Content Development, Blogging, Facebook, Digital Media, Digital Marketing, Editing, Content Writing, Copy Editing
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Tufts University 2005 — 2009
Bachelor of Arts, International Relations, Spanish
Thrivent Financial May 2015 - August 2015
Regency Beauty Institute February 2014 - April 2015
Target August 2013 - November 2013
The Social Lights January 2013 - August 2013
Independent August 2012 - August 2013
General Mills August 2011 - August 2012
ConAgra Foods April 2010 - June 2011
Jasculca/Terman & Associates September 2009 - February 2010
Schwartz Communications February 2009 - May 2009
Time Inc. June 2008 - July 2008
Skills
Social Media Marketing, Integrated Marketing, Marketing Strategy, Strategic Planning, Digital Strategy, Social Media, Marketing, Community Management, Strategy, Content Strategy, Public Relations, Promotions, Marketing Communications, Food, Brand Awareness, Brand Equity, Influencer Marketing, Content Development, Blogging, Facebook, Digital Media, Digital Marketing, Editing, Content Writing, Copy Editing
Education
University of Minnesota - Carlson School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
Tufts University 2005 — 2009
Bachelor of Arts, International Relations, Spanish
Matthew Newcomb Matthew Newcomb's Thrivent Financial Experience April 2008 - March 2015
Job Financial Planner at Allegiant Capital, PLLC
Industry Financial Services
Experience
Allegiant Capital, PLLC March 2015 - Present
Thrivent Financial April 2008 - March 2015
Bontaz Centre USA, Inc. 2002 - 2007
Chicago Miniature Lighting LLC November 1998 - February 2002
Concord International 1996 - 1998
Skills
Retirement, Management, Wealth Management, Employee Benefits, Customer Service, Series 7, Small Business, Disability Insurance, Insurance, Strategic Planning, Strategic Financial..., Succession Planning, New Business Development, Process Improvement, Retirement Planning, Financial Analysis, Finance, Sales, Financial Advisory, Portfolio Management, Financial Services, Mergers, Asset Management, Alternative Investments, Business Planning, Fixed Annuities, Commercial Lending, 401k, IRAs, Long Term Care Insurance, Wealth Accumulation, Life Insurance, 401k Rollovers, Roth IRA
Education
Fundación José Ortega y Gasset 1992 — 2002
Study Abroad, Spanish Language, Culture, History, Latin American Politics
University of Michigan-Dearborn 1989 — 1995
BA, International Studies, Hispanic Studies, French Studies
Allaince Française de Paris 1989 — 1989
Certificat, French Language and Culture
Martial Sciences International / US-MTA / ISBF
Menkyo Shidoin, Sogobujutsu
The American College
Financial Planning and Services
Allegiant Capital, PLLC March 2015 - Present
Thrivent Financial April 2008 - March 2015
Bontaz Centre USA, Inc. 2002 - 2007
Chicago Miniature Lighting LLC November 1998 - February 2002
Concord International 1996 - 1998
Skills
Retirement, Management, Wealth Management, Employee Benefits, Customer Service, Series 7, Small Business, Disability Insurance, Insurance, Strategic Planning, Strategic Financial..., Succession Planning, New Business Development, Process Improvement, Retirement Planning, Financial Analysis, Finance, Sales, Financial Advisory, Portfolio Management, Financial Services, Mergers, Asset Management, Alternative Investments, Business Planning, Fixed Annuities, Commercial Lending, 401k, IRAs, Long Term Care Insurance, Wealth Accumulation, Life Insurance, 401k Rollovers, Roth IRA
Education
Fundación José Ortega y Gasset 1992 — 2002
Study Abroad, Spanish Language, Culture, History, Latin American Politics
University of Michigan-Dearborn 1989 — 1995
BA, International Studies, Hispanic Studies, French Studies
Allaince Française de Paris 1989 — 1989
Certificat, French Language and Culture
Martial Sciences International / US-MTA / ISBF
Menkyo Shidoin, Sogobujutsu
The American College
Financial Planning and Services
David Chatterton David Chatterton's Thrivent Financial Experience May 2012 - April 2015
Job Agency Managing Director at MassMutual Dallas/Fort Worth
Industry Financial Services
Experience
MassMutual Financial Group April 2015 - Present
Thrivent Financial May 2012 - April 2015
Thrivent Financial May 2008 - May 2012
Skills
Series 7, Life Insurance, Investments, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Leadership, Wealth Management, Investment Strategies, Estate Planning, Financial Services, Securities, Disability Insurance, IRAs, Asset Allocation
Education
Texas Tech University 2004 — 2008
Bachelor of Science (BS), Personal Financial Planning
Spring Hill High School
MassMutual Financial Group April 2015 - Present
Thrivent Financial May 2012 - April 2015
Thrivent Financial May 2008 - May 2012
Skills
Series 7, Life Insurance, Investments, Mutual Funds, Financial Planning, Finance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Leadership, Wealth Management, Investment Strategies, Estate Planning, Financial Services, Securities, Disability Insurance, IRAs, Asset Allocation
Education
Texas Tech University 2004 — 2008
Bachelor of Science (BS), Personal Financial Planning
Spring Hill High School
Amanda (Henkel) Harner's Thrivent Financial Experience May 2015 - Present
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2015 - Present
Chico's FAS, Inc. March 2014 - May 2015
Red Ventures January 2014 - March 2014
Greater Europe Mission February 2011 - January 2014
Greater Europe Mission February 2005 - September 2013
Greater Europe Mission February 2008 - February 2011
Skills
Fundraising, Training, Mentoring, Strategic Planning, Critical Thinking, International Relations, Conflict Resolution, Preaching, Microsoft Office, Internships, Analitical, Problem Solving, Cross-cultural, Strategic Partnerships, Long-term Care, Personal Financial..., Life Insurance, Whole Life, Term Life Insurance, Tax-advantaged..., Investment Strategies, Volunteer Recruiting, Strate, Legacy Giving, Community Engagement, Comprehensive Planning, Public Speaking
Education
Toccoa Falls College 2001 — 2004
Bachelor of Science (BS), Cross-cultural Studies
Thrivent Financial May 2015 - Present
Chico's FAS, Inc. March 2014 - May 2015
Red Ventures January 2014 - March 2014
Greater Europe Mission February 2011 - January 2014
Greater Europe Mission February 2005 - September 2013
Greater Europe Mission February 2008 - February 2011
Skills
Fundraising, Training, Mentoring, Strategic Planning, Critical Thinking, International Relations, Conflict Resolution, Preaching, Microsoft Office, Internships, Analitical, Problem Solving, Cross-cultural, Strategic Partnerships, Long-term Care, Personal Financial..., Life Insurance, Whole Life, Term Life Insurance, Tax-advantaged..., Investment Strategies, Volunteer Recruiting, Strate, Legacy Giving, Community Engagement, Comprehensive Planning, Public Speaking
Education
Toccoa Falls College 2001 — 2004
Bachelor of Science (BS), Cross-cultural Studies
Timothy Kaskela Timothy Kaskela's Thrivent Financial Experience May 2014 - October 2014
Job Head of Yield Management at National Storage Solutions Management, LLC
Industry Management Consulting
Experience
National Storage Solutions Management, LLC May 2015 - Present
National Storage Solutions Management, LLC December 2014 - May 2015
Thrivent Financial May 2014 - October 2014
U.S. House of Representatives August 2013 - December 2013
Education
Texas Tech University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Sophia University 2010 — 2011
Texas Tech University 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.73
Monterey High School
National Storage Solutions Management, LLC May 2015 - Present
National Storage Solutions Management, LLC December 2014 - May 2015
Thrivent Financial May 2014 - October 2014
U.S. House of Representatives August 2013 - December 2013
Education
Texas Tech University 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Sophia University 2010 — 2011
Texas Tech University 2007 — 2011
Bachelor of Business Administration (B.B.A.), International Business, 3.73
Monterey High School
Scott Kottke, CLF, FIC's Thrivent Financial Experience April 2006 - Present
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent to Help Individuals Be Wise With Money
Industry Financial Services
Experience
Thrivent Financial April 2006 - Present
TCF Investments 2002 - 2006
White Oaks Wealth Advisors February 2001 - October 2002
Morgan Stanley January 1999 - February 2001
Education
The American College 2008 — 2010
Certified Leadership Fellow (CLF) Designation
The University of North Dakota 1996 — 1998
Bachelor of Science (BS), Financial Management
Minnetonka High School 1988 — 1992
Thrivent Financial April 2006 - Present
TCF Investments 2002 - 2006
White Oaks Wealth Advisors February 2001 - October 2002
Morgan Stanley January 1999 - February 2001
Education
The American College 2008 — 2010
Certified Leadership Fellow (CLF) Designation
The University of North Dakota 1996 — 1998
Bachelor of Science (BS), Financial Management
Minnetonka High School 1988 — 1992
Loren Hansen's Thrivent Financial Experience 2002 - Present
Job Partner at Thrivent Financial ► Recruiting Top Sales Talent Who Desire to Lead and Make a Difference
Industry Financial Services
Experience
Thrivent Financial 2002 - Present
Thrivent Financial for Lutherans 1988 - 2002
Skills
Leadership, Team Leadership, Strategic Partnerships, Community Outreach, Recruiting
Education
The University of South Dakota
Business / Finance
Thrivent Financial 2002 - Present
Thrivent Financial for Lutherans 1988 - 2002
Skills
Leadership, Team Leadership, Strategic Partnerships, Community Outreach, Recruiting
Education
The University of South Dakota
Business / Finance
Kellan Caldwell Kellan Caldwell's Thrivent Financial Experience October 2014 - Present
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2014 - Present
MaxOut Savings Advisors, LLC August 2007 - July 2014
Northwestern Mutual August 2006 - May 2007
Ameriprise Financial` June 2006 - August 2006
Skills
Portfolio Management, Finance, Investments, Financial Advisory, Trading, Financial Analysis, Asset Management, Risk Management, Options, Mutual Funds, Financial Modeling, Investment Management, Financial Risk, Bonds, Analysis, Business Analysis, Securities, Estate Planning, Bloomberg, Investment Advisory, Credit Analysis, Alternative Investments, Accounting, Auditing, Due Diligence, Strategic Financial..., Fixed Income, Forecasting, Banking, Hedge Funds, Corporate Finance, Financial Reporting, Wealth Management, Investment Strategies, Private Equity, IRAs, Financial Services, Financial Markets, Valuation, Series 7, Asset Allocation, Equity Research, Series 63, Management, Equities, Capital Markets, Retirement Planning, Commodity, Derivatives
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Trinity University 2003 — 2007
Bachelor of Science, Finance
Thrivent Financial October 2014 - Present
MaxOut Savings Advisors, LLC August 2007 - July 2014
Northwestern Mutual August 2006 - May 2007
Ameriprise Financial` June 2006 - August 2006
Skills
Portfolio Management, Finance, Investments, Financial Advisory, Trading, Financial Analysis, Asset Management, Risk Management, Options, Mutual Funds, Financial Modeling, Investment Management, Financial Risk, Bonds, Analysis, Business Analysis, Securities, Estate Planning, Bloomberg, Investment Advisory, Credit Analysis, Alternative Investments, Accounting, Auditing, Due Diligence, Strategic Financial..., Fixed Income, Forecasting, Banking, Hedge Funds, Corporate Finance, Financial Reporting, Wealth Management, Investment Strategies, Private Equity, IRAs, Financial Services, Financial Markets, Valuation, Series 7, Asset Allocation, Equity Research, Series 63, Management, Equities, Capital Markets, Retirement Planning, Commodity, Derivatives
Education
University of St. Thomas (TX) 2007 — 2009
MBA, Finance
Trinity University 2003 — 2007
Bachelor of Science, Finance
Marna Gisvold Marna Gisvold's Thrivent Financial Experience March 2013 - Present
Job Manager, Communications Services at Thrivent Financial for Lutherans
Industry Public Relations and Communications
Experience
Thrivent Financial March 2013 - Present
Thrivent Financial April 2008 - Present
Thrivent Financial January 2004 - April 2008
Lutheran Brotherhood 1987 - 2001
Skills
Management, Internal Communications, Corporate Communications, Strategic Communications, Intranet, Six Sigma, Newsletters, Marketing Communications, Editing, Communication Training, Communications Planning, Event Planning, HTML, Web Content, Strategic Planning
Education
The University of North Dakota 1982 — 1987
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
The University of North Dakota 1982 — 1987
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Thrivent Financial March 2013 - Present
Thrivent Financial April 2008 - Present
Thrivent Financial January 2004 - April 2008
Lutheran Brotherhood 1987 - 2001
Skills
Management, Internal Communications, Corporate Communications, Strategic Communications, Intranet, Six Sigma, Newsletters, Marketing Communications, Editing, Communication Training, Communications Planning, Event Planning, HTML, Web Content, Strategic Planning
Education
The University of North Dakota 1982 — 1987
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
The University of North Dakota 1982 — 1987
Bachelor of Business Administration (B.B.A.), Management Information Systems, General
Lindsey Schuh, PHR, SHRM-CP Lindsey Schuh, PHR, SHRM-CP's Thrivent Financial Experience March 2015 - Present
Job Senior Recruiter at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2015 - Present
Associated Bank October 2011 - March 2015
Oshkosh Corporation August 2009 - October 2011
TEKsystems December 2007 - August 2009
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Technical Recruiting, Sourcing, College Recruiting, Internet Recruiting, Employee Relations, Onboarding, Human Resources, Talent Management, Performance Management, Process Improvement, HRIS, Temporary Placement
Education
University of Wisconsin-Oshkosh 2002 — 2007
BBA, Marketing
University of Wisconsin-Oshkosh 2002 — 2007
BA, Spanish
Freedom High School 1998 — 2002
Universidad de Sevilla
Thrivent Financial March 2015 - Present
Associated Bank October 2011 - March 2015
Oshkosh Corporation August 2009 - October 2011
TEKsystems December 2007 - August 2009
Skills
Applicant Tracking..., Talent Acquisition, Recruiting, Technical Recruiting, Sourcing, College Recruiting, Internet Recruiting, Employee Relations, Onboarding, Human Resources, Talent Management, Performance Management, Process Improvement, HRIS, Temporary Placement
Education
University of Wisconsin-Oshkosh 2002 — 2007
BBA, Marketing
University of Wisconsin-Oshkosh 2002 — 2007
BA, Spanish
Freedom High School 1998 — 2002
Universidad de Sevilla
Mary Fischaber Mary Fischaber's Thrivent Financial Experience March 2013 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2013 - Present
Enid Public Schools November 2002 - May 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Mutual Funds, Personal Finance, Insurance, FINRA Series 7, FINRA Series 66, Long Term Care Insurance, Disability Income...
Education
UC Riverside 1982 — 1986
Bachelor of Arts (B.A.), Liberal Studies/Education
Tehachapi High School 1979 — 1982
Thrivent Financial March 2013 - Present
Enid Public Schools November 2002 - May 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Mutual Funds, Personal Finance, Insurance, FINRA Series 7, FINRA Series 66, Long Term Care Insurance, Disability Income...
Education
UC Riverside 1982 — 1986
Bachelor of Arts (B.A.), Liberal Studies/Education
Tehachapi High School 1979 — 1982
Marcey McDonald's Thrivent Financial Experience 2000 - 2004
Job
Industry Human Resources
Experience
University of Colorado Hospital October 2010 - August 2012
Weltman, Weinberg & Reis July 2008 - October 2010
Darden Restaurants October 2007 - July 2008
Rare Hospitality September 2005 - October 2007
Coca Cola Enterprises March 2004 - September 2005
Thrivent Financial 2000 - 2004
Club Corp of America 1990 - 1995
Skills
Talent Scouting, Applicant Tracking..., Strategic Planning, College Recruiting, Behavioral Interviewing, Social Media, Creative Strategy, Full-life Cycle..., Talent Scouting, Taleo, Employer Branding, Human Resources, Recruiting, Talent Acquisition, Internet Recruiting, Employee Engagement, Hiring, Leadership, Negotiation, Training, Talent Management, Organizational..., Management, Employee Benefits, Succession Planning, Resume Writing, Interviews, Employee Relations, New Hire Orientations, Strategy, Leadership Development, Onboarding, HRIS, Performance Management, Personal Training, Time Management, Workforce Planning, HR Policies, Temporary Placement, Benefits Administration, FMLA, Employee Training, Sourcing, Employment Law, Personnel Management, Technical Recruiting, Career Development, Labor Relations, Job Fairs, PeopleSoft
Education
The Ohio State University Fisher College of Business 1983 — 1989
BSBA
University of Colorado Hospital October 2010 - August 2012
Weltman, Weinberg & Reis July 2008 - October 2010
Darden Restaurants October 2007 - July 2008
Rare Hospitality September 2005 - October 2007
Coca Cola Enterprises March 2004 - September 2005
Thrivent Financial 2000 - 2004
Club Corp of America 1990 - 1995
Skills
Talent Scouting, Applicant Tracking..., Strategic Planning, College Recruiting, Behavioral Interviewing, Social Media, Creative Strategy, Full-life Cycle..., Talent Scouting, Taleo, Employer Branding, Human Resources, Recruiting, Talent Acquisition, Internet Recruiting, Employee Engagement, Hiring, Leadership, Negotiation, Training, Talent Management, Organizational..., Management, Employee Benefits, Succession Planning, Resume Writing, Interviews, Employee Relations, New Hire Orientations, Strategy, Leadership Development, Onboarding, HRIS, Performance Management, Personal Training, Time Management, Workforce Planning, HR Policies, Temporary Placement, Benefits Administration, FMLA, Employee Training, Sourcing, Employment Law, Personnel Management, Technical Recruiting, Career Development, Labor Relations, Job Fairs, PeopleSoft
Education
The Ohio State University Fisher College of Business 1983 — 1989
BSBA
Nicole Winner, CFP®, RICP® Nicole Winner, CFP®, RICP®'s Thrivent Financial Experience January 2014 - Present
Job Certified Financial Planner and Retirement Income Certified Professional
Industry Financial Services
Experience
Thrivent Financial January 2014 - Present
Greater Conejo Valley Chamber of Commerce 2007 - 2012
Skills
Insurance, Leadership, Public Speaking, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Philanthropy, Retirement, Long Term Care Insurance, 401k, Financial Planners
Education
The American College 2011 — 2013
RICP®, Retirement Income Panning, RICP Designation
Warner Pacific School of Success 2009 — 2010
HIP certification, Health Insurance Professional certification
University of California, Davis 1990 — 1994
BS, Wildlife, Fisheries and Conservation Biology
The American College
CFP®, Certified financial planning
Thrivent Financial January 2014 - Present
Greater Conejo Valley Chamber of Commerce 2007 - 2012
Skills
Insurance, Leadership, Public Speaking, Disability Insurance, Long-term Care, Life Insurance, Retirement Planning, Philanthropy, Retirement, Long Term Care Insurance, 401k, Financial Planners
Education
The American College 2011 — 2013
RICP®, Retirement Income Panning, RICP Designation
Warner Pacific School of Success 2009 — 2010
HIP certification, Health Insurance Professional certification
University of California, Davis 1990 — 1994
BS, Wildlife, Fisheries and Conservation Biology
The American College
CFP®, Certified financial planning
Jess Reimnitz's Thrivent Financial Experience January 2015 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2015 - Present
Primero Systems September 2011 - April 2014
Cirrhus9 October 2010 - April 2011
Micron Technology May 2010 - October 2010
Numonyx (now Micron Technology) March 2008 - May 2010
STMicroelectronics September 1993 - March 2008
Education
University of Arizona 1982 — 1986
B.S. in Electrical and Computer Engineering with Distinction, Electrical and Electronics Engineering
Linked'In
score
Thrivent Financial January 2015 - Present
Primero Systems September 2011 - April 2014
Cirrhus9 October 2010 - April 2011
Micron Technology May 2010 - October 2010
Numonyx (now Micron Technology) March 2008 - May 2010
STMicroelectronics September 1993 - March 2008
Education
University of Arizona 1982 — 1986
B.S. in Electrical and Computer Engineering with Distinction, Electrical and Electronics Engineering
Linked'In
score
Robert Lackey Robert Lackey's Thrivent Financial Experience February 2013 - December 2014
Job Financial Advisor at Shoemaker Financial
Industry Financial Services
Experience
Shoemaker Financial January 2015 - Present
Thrivent Financial February 2013 - December 2014
American National Insurance July 2011 - January 2013
Skills
Asset Protection, Life Insurance, Investment Strategies, Asset Allocation, Financial Strategy, Education Funding, Estate Strategies, Charitable Strategies
Education
The University of Memphis 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Shoemaker Financial January 2015 - Present
Thrivent Financial February 2013 - December 2014
American National Insurance July 2011 - January 2013
Skills
Asset Protection, Life Insurance, Investment Strategies, Asset Allocation, Financial Strategy, Education Funding, Estate Strategies, Charitable Strategies
Education
The University of Memphis 2005 — 2010
Bachelor of Business Administration (BBA), Finance, General
Jonathan Marshall's Thrivent Financial Experience January 1996 - August 2004
Job President of DG Advisors
Industry Financial Services
Experience
Divinity Group Family of Services August 2004 - Present
EAGiL Financial Group, LLC March 2014 - Present
Ameritas 2013 - Present
DG Advisors August 2004 - Present
Thrivent Financial January 1996 - August 2004
Skills
Fixed Annuities, Retirement, Estate Planning, IRAs, Long-term Care, Roth IRA, Insurance, 401k, Disability Insurance, Long Term Care Insurance, Financial Advisory, Retirement Planning, Investments, Securities, Life Insurance, Financial Services, Finance, Financial Goals, Term Life Insurance, Wealth Management, Mutual Funds, Financial Planners, Strategic Financial..., Investment Advisory, Series 6, Series 63, Wealth, 401k Rollovers, Employee Benefits, Whole Life, Health Insurance, Critical Illness, Universal Life, Small Business, Public Speaking, Mentoring, Team Leadership, Leadership Development, Educational Leadership, Financial Planning, Leadership, Strategic Planning, Customer Service, Management, Team Building, Sales, Marketing, Sales Management, Risk Management, Coaching
Education
The American College 2011 — 2012
Master of Science in Management
Thomas More College 1991 — 1995
Bachelor's Degree, Business Administration
Covington Catholic 1987 — 1991
Divinity Group Family of Services August 2004 - Present
EAGiL Financial Group, LLC March 2014 - Present
Ameritas 2013 - Present
DG Advisors August 2004 - Present
Thrivent Financial January 1996 - August 2004
Skills
Fixed Annuities, Retirement, Estate Planning, IRAs, Long-term Care, Roth IRA, Insurance, 401k, Disability Insurance, Long Term Care Insurance, Financial Advisory, Retirement Planning, Investments, Securities, Life Insurance, Financial Services, Finance, Financial Goals, Term Life Insurance, Wealth Management, Mutual Funds, Financial Planners, Strategic Financial..., Investment Advisory, Series 6, Series 63, Wealth, 401k Rollovers, Employee Benefits, Whole Life, Health Insurance, Critical Illness, Universal Life, Small Business, Public Speaking, Mentoring, Team Leadership, Leadership Development, Educational Leadership, Financial Planning, Leadership, Strategic Planning, Customer Service, Management, Team Building, Sales, Marketing, Sales Management, Risk Management, Coaching
Education
The American College 2011 — 2012
Master of Science in Management
Thomas More College 1991 — 1995
Bachelor's Degree, Business Administration
Covington Catholic 1987 — 1991
Lori Gilchrist Lori Gilchrist's Thrivent Financial Experience March 2012 - Present
Job Field Supervisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2012 - Present
Coast Asset Management November 2010 - December 2011
Dimensional Fund Advisors 2007 - 2010
Securities America, Inc. Member FINRA/SIPC June 2000 - May 2007
National Association of Securities Dealers, Regulation August 1996 - June 2000
Skills
Training, Leadership, Management, Auditing, Financial Services, Marketing, Fundraising, Wealth Management, Policy, Securities, Investment Advisory
Education
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles, Extension
Accounting/Securities Analysis
Thrivent Financial March 2012 - Present
Coast Asset Management November 2010 - December 2011
Dimensional Fund Advisors 2007 - 2010
Securities America, Inc. Member FINRA/SIPC June 2000 - May 2007
National Association of Securities Dealers, Regulation August 1996 - June 2000
Skills
Training, Leadership, Management, Auditing, Financial Services, Marketing, Fundraising, Wealth Management, Policy, Securities, Investment Advisory
Education
University of California, Los Angeles
B.A., Psychology
University of California, Los Angeles, Extension
Accounting/Securities Analysis
Karen Murto Karen Murto's Thrivent Financial Experience April 2015 - Present
Job Financial Associate
Industry Financial Services
Experience
Thrivent Financial April 2015 - Present
The Bluebook Building & Construction Network June 2014 - October 2014
First Data Corporation September 2004 - June 2013
Skills
Customer Service, Sales Management, Cold Calling, Account Management, Team Building, Leadership, Small Business, Advertising, Social Media, Direct Sales, Credit, B2B, Public Speaking, Public Relations, Salesforce.com
Education
University of Wisconsin-Green Bay 1980 — 1984
Bachelor of Arts (BA), Humanities/Humanistic Studies
Universidad Nacional Autónoma de México / Universidad Nacional Autonoma de Mexico 1981 — 1981
Bachelor of Arts (BA), Spanish Language and Literature
Thrivent Financial April 2015 - Present
The Bluebook Building & Construction Network June 2014 - October 2014
First Data Corporation September 2004 - June 2013
Skills
Customer Service, Sales Management, Cold Calling, Account Management, Team Building, Leadership, Small Business, Advertising, Social Media, Direct Sales, Credit, B2B, Public Speaking, Public Relations, Salesforce.com
Education
University of Wisconsin-Green Bay 1980 — 1984
Bachelor of Arts (BA), Humanities/Humanistic Studies
Universidad Nacional Autónoma de México / Universidad Nacional Autonoma de Mexico 1981 — 1981
Bachelor of Arts (BA), Spanish Language and Literature
Jim Krell Jim Krell's Thrivent Financial Experience November 2014 - Present
Job Insurance Agent
Industry Financial Services
Experience
Thrivent Financial November 2014 - Present
Skills
Account Management, Employee Benefits, Sales Management, Sales, Sales Process, Insurance, Microsoft Office, Direct Sales, Strategic Planning, Inside Sales, Risk Management, Benefits, Call Centers, Leadership, Process Improvement, Group Benefits, Customer Service
Education
University of Alabama 1993 — 1997
Bachelor of Science, Finance
Scottsboro High 1989 — 1993
Diploma, Advanced
Thrivent Financial November 2014 - Present
Skills
Account Management, Employee Benefits, Sales Management, Sales, Sales Process, Insurance, Microsoft Office, Direct Sales, Strategic Planning, Inside Sales, Risk Management, Benefits, Call Centers, Leadership, Process Improvement, Group Benefits, Customer Service
Education
University of Alabama 1993 — 1997
Bachelor of Science, Finance
Scottsboro High 1989 — 1993
Diploma, Advanced
Dominic Knauf's Thrivent Financial Experience April 2012 - Present
Job Partner at Thrivent Financial ► Leading Top Sales Executives to Make an Impact in the Twin Cities
Industry Financial Services
Experience
Thrivent Financial April 2012 - Present
IAMC, LLC July 2010 - April 2012
Mesa Holdings, Inc. June 2005 - August 2010
Skills
Leadership, Business Development, Management, Strategy, Investments, Financial Services, Wealth Management, Finance, Investment Strategies, Team Leadership, Mergers & Acquisitions, Portfolio Management, FINRA Series 7, Retirement Planning, Mergers, Mutual Funds, Asset Allocation, Sales Presentations, Professional Mentoring, Business Coaching, Recruiting, Financial Strategies
Education
University of Minnesota - Carlson School of Management 2007 — 2009
Master of Business Administration (M.B.A.)
The University of North Dakota 1995 — 1999
Thrivent Financial April 2012 - Present
IAMC, LLC July 2010 - April 2012
Mesa Holdings, Inc. June 2005 - August 2010
Skills
Leadership, Business Development, Management, Strategy, Investments, Financial Services, Wealth Management, Finance, Investment Strategies, Team Leadership, Mergers & Acquisitions, Portfolio Management, FINRA Series 7, Retirement Planning, Mergers, Mutual Funds, Asset Allocation, Sales Presentations, Professional Mentoring, Business Coaching, Recruiting, Financial Strategies
Education
University of Minnesota - Carlson School of Management 2007 — 2009
Master of Business Administration (M.B.A.)
The University of North Dakota 1995 — 1999
Lisa Coughlan, CRPC Lisa Coughlan, CRPC's Thrivent Financial Experience September 2014 - Present
Job Training Design & Development | Project Management | Strategic Planning | Relationship Management
Industry Financial Services
Experience
Thrivent Financial September 2014 - Present
Ameriprise Financial September 2006 - September 2014
Ameriprise Financial July 2002 - July 2006
Ameriprise Financial June 2000 - July 2002
Skills
Series 7, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Project Management, Development & delivery..., Staff & Advisor Training, Asset Allocation, Financial Advisory, Investments, Group presentations, Relationship Management, Financial Planning, Marketing, Coaching, Mutual Funds, Insurance, Thought Leadership, Leadership, Communication, Personal Financial..., Strategic Thinking, Project Planning, Instructional Design, CRPC, Health and wellness, Instructor-led Training, Content Management, Marketing Communications, Life & Health Insurane..., Training, Microsoft Office, Time Management, Event Planning, Leadership Development, Employee Training
Education
University of Minnesota-Twin Cities 1997 — 2000
BS, Finance
The University of North Dakota 1995 — 1997
Business
Thrivent Financial September 2014 - Present
Ameriprise Financial September 2006 - September 2014
Ameriprise Financial July 2002 - July 2006
Ameriprise Financial June 2000 - July 2002
Skills
Series 7, Retirement Planning, Strategic Financial..., Financial Services, Strategic Planning, Project Management, Development & delivery..., Staff & Advisor Training, Asset Allocation, Financial Advisory, Investments, Group presentations, Relationship Management, Financial Planning, Marketing, Coaching, Mutual Funds, Insurance, Thought Leadership, Leadership, Communication, Personal Financial..., Strategic Thinking, Project Planning, Instructional Design, CRPC, Health and wellness, Instructor-led Training, Content Management, Marketing Communications, Life & Health Insurane..., Training, Microsoft Office, Time Management, Event Planning, Leadership Development, Employee Training
Education
University of Minnesota-Twin Cities 1997 — 2000
BS, Finance
The University of North Dakota 1995 — 1997
Business
Larry Dolan's Thrivent Financial Experience October 2010 - Present
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2010 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Investments, Estate Planning, Series 7
Education
Tulane University 1974 — 1978
Bachelor's degree, Political Science and Government
Thrivent Financial October 2010 - Present
Skills
Retirement Planning, Retirement, Fixed Annuities, Mutual Funds, Investments, Estate Planning, Series 7
Education
Tulane University 1974 — 1978
Bachelor's degree, Political Science and Government
Tom Bruckner, CAP®, CFP®, ChFC®, FIC Tom Bruckner, CAP®, CFP®, ChFC®, FIC's Thrivent Financial Experience January 2012 - Present
Job Wealth Advisor with Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2012 - Present
Thrivent Financial for Lutherans April 2008 - December 2011
Thrivent Financial for Lutherans January 2003 - April 2008
WELS Elementary Schools August 1990 - July 2002
Skills
IRAs, Fixed Annuities, Investment Advisory, Wealth, Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Life Insurance, Securities, Charitable Gift Planning, Investment Strategies, Variable Annuities, Financial Planning
Education
The American College 2011 — 2012
Certified Financial Planner CFP, Financial Planning and Services, Passed
The American College 2004 — 2006
ChFC, Advanced Personal Financial Planning
Martin Luther College 1986 — 1989
Bachelor's degree, Elementary Education and Teaching
Thrivent Financial January 2012 - Present
Thrivent Financial for Lutherans April 2008 - December 2011
Thrivent Financial for Lutherans January 2003 - April 2008
WELS Elementary Schools August 1990 - July 2002
Skills
IRAs, Fixed Annuities, Investment Advisory, Wealth, Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Life Insurance, Securities, Charitable Gift Planning, Investment Strategies, Variable Annuities, Financial Planning
Education
The American College 2011 — 2012
Certified Financial Planner CFP, Financial Planning and Services, Passed
The American College 2004 — 2006
ChFC, Advanced Personal Financial Planning
Martin Luther College 1986 — 1989
Bachelor's degree, Elementary Education and Teaching
Emily Marie Espinosa Emily Marie Espinosa's Thrivent Financial Experience September 2014 - January 2015
Job Aspiring Public Accountant | Seeking Internship | Accounting Major at The University of Arizona
Industry Retail
Experience
Jade Palace September 2012 - Present
GUESS?, Inc. September 2014 - January 2015
Thrivent Financial September 2014 - January 2015
DECA May 2012 - May 2013
DECA May 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Photoshop, Social Media, Public Speaking, Windows, Event Planning, Time Management, Team Leadership, Social Networking, Marketing, Social Media Marketing, Communication
Education
University of Arizona 2013 — 2017
Accounting
University of Arizona, Eller College of Management 2013 — 2017
Accounting
Pinnacle High School 2009 — 2013
Jade Palace September 2012 - Present
GUESS?, Inc. September 2014 - January 2015
Thrivent Financial September 2014 - January 2015
DECA May 2012 - May 2013
DECA May 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Photoshop, Social Media, Public Speaking, Windows, Event Planning, Time Management, Team Leadership, Social Networking, Marketing, Social Media Marketing, Communication
Education
University of Arizona 2013 — 2017
Accounting
University of Arizona, Eller College of Management 2013 — 2017
Accounting
Pinnacle High School 2009 — 2013
Mitchell Moen Mitchell Moen's Thrivent Financial Experience September 2011 - June 2012
Job Financial Analyst at Grand Sierra Resort
Industry Hospitality
Experience
Grand Sierra Resort September 2014 - Present
Grand Sierra Resort July 2012 - September 2014
Thrivent Financial September 2011 - June 2012
Education
University of Nevada-Reno
Bachelor's Degree, Finance/Economics
Universitat d'Alacant
Spanish and Iberian Studies
Grand Sierra Resort September 2014 - Present
Grand Sierra Resort July 2012 - September 2014
Thrivent Financial September 2011 - June 2012
Education
University of Nevada-Reno
Bachelor's Degree, Finance/Economics
Universitat d'Alacant
Spanish and Iberian Studies
Chris Mongeon, CFP®'s Thrivent Financial Experience September 2008 - Present
Job Wealth Advisor at Thrivent Financial ► Guiding Small Business Owners, Retirees to Be Wise with Money + Live Generously
Industry Financial Services
Experience
Thrivent Financial September 2008 - Present
Ameriprise Financial December 2004 - August 2008
Ameriprise Financial March 2004 - December 2004
Ameriprise Financial Advisors January 2003 - March 2004
Skills
Financial Planning, Retirement Planning, Insurance, Divorce Financial..., Saving for Education, Relationship Management, Personal Financial..., Certified Financial..., Long Term Care Insurance, Portfolio Management, Wealth Management..., 401k Rollovers, Wealth Accumulation, Asset Management, Life Insurance, Disability Insurance, 401k, Estate Planning, Asset Allocation, Small Business
Education
The University of North Dakota 1998 — 2002
BS, Commercial Aviation
Certified Financial Planner Board of Standards, Inc
CFP, Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, CLU, Chartered Financial Consultant - Chartered Life Underwriter
Thrivent Financial September 2008 - Present
Ameriprise Financial December 2004 - August 2008
Ameriprise Financial March 2004 - December 2004
Ameriprise Financial Advisors January 2003 - March 2004
Skills
Financial Planning, Retirement Planning, Insurance, Divorce Financial..., Saving for Education, Relationship Management, Personal Financial..., Certified Financial..., Long Term Care Insurance, Portfolio Management, Wealth Management..., 401k Rollovers, Wealth Accumulation, Asset Management, Life Insurance, Disability Insurance, 401k, Estate Planning, Asset Allocation, Small Business
Education
The University of North Dakota 1998 — 2002
BS, Commercial Aviation
Certified Financial Planner Board of Standards, Inc
CFP, Certified Financial Planner
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
The American College
ChFC, CLU, Chartered Financial Consultant - Chartered Life Underwriter
Kristin White's Thrivent Financial Experience 2010 - Present
Job Student at University of Colorado
Industry Religious Institutions
Experience
University of Colorado August 2012 - Present
Thrivent Financial 2010 - Present
Executive Events 2005 - Present
University of Colorado 1993 - 1995
University of Colorado 1981 - 1987
Skills
Customer Service, Microsoft Word, Accounting, Non-profits, Event Planning, Fundraising, Office Management, Bookkeeping, Social Media, Teamwork, Sales, Administrative..., Training, Nonprofits, Community Outreach, Social Networking, Data Analysis, Public Relations, Editing, Team Leadership, Microsoft Office, Public Speaking
Education
University of Colorado Boulder 2012 — 2019
Religion/Religious Studies
University of Colorado at Boulder
University of Colorado August 2012 - Present
Thrivent Financial 2010 - Present
Executive Events 2005 - Present
University of Colorado 1993 - 1995
University of Colorado 1981 - 1987
Skills
Customer Service, Microsoft Word, Accounting, Non-profits, Event Planning, Fundraising, Office Management, Bookkeeping, Social Media, Teamwork, Sales, Administrative..., Training, Nonprofits, Community Outreach, Social Networking, Data Analysis, Public Relations, Editing, Team Leadership, Microsoft Office, Public Speaking
Education
University of Colorado Boulder 2012 — 2019
Religion/Religious Studies
University of Colorado at Boulder
Jonathan Koudelka's Thrivent Financial Experience July 2006 - April 2007
Job InHouse Counsel for Service Brands International
Industry Legal Services
Experience
Service Brands International April 2015 - Present
Service Brands International March 2011 - March 2015
Jonathan Koudelka PLC November 2010 - December 2012
Service Brands International April 2007 - March 2011
Thrivent Financial July 2006 - April 2007
Skills
Franchise Agreements, Start-ups, Franchising, Business Planning, Budgets, Team Building, Coaching, Customer Service, Small Business, New Business Development, Management, Finance, Entrepreneurship, Mergers & Acquisitions, Insurance, Strategic Planning, Marketing Strategy, Accounting, Leadership, Sales Management, Contract Negotiation, Estate Planning
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Wayne State University 1999 — 2004
B.A., Finance
University of Detroit Mercy
Law
University of Detroit Mercy
Service Brands International April 2015 - Present
Service Brands International March 2011 - March 2015
Jonathan Koudelka PLC November 2010 - December 2012
Service Brands International April 2007 - March 2011
Thrivent Financial July 2006 - April 2007
Skills
Franchise Agreements, Start-ups, Franchising, Business Planning, Budgets, Team Building, Coaching, Customer Service, Small Business, New Business Development, Management, Finance, Entrepreneurship, Mergers & Acquisitions, Insurance, Strategic Planning, Marketing Strategy, Accounting, Leadership, Sales Management, Contract Negotiation, Estate Planning
Education
Thomas M. Cooley Law School 2007 — 2010
J.D., Law
Wayne State University 1999 — 2004
B.A., Finance
University of Detroit Mercy
Law
University of Detroit Mercy
Tom Young's Thrivent Financial Experience May 2009 - Present
Job Managing Partner with the East MN/Northwest WI Thrivent Financial regional office
Industry Financial Services
Experience
Thrivent Financial May 2009 - Present
Thrivent Financial October 2003 - May 2009
Thrivent Financial January 2007 - December 2007
American Express (now Ameriprise) June 1998 - September 2003
American Express Financial Advisors (now Ameriprise) June 1999 - April 2002
Skills
Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Leadership, Investment Strategies, Investment Advisory, Team Leadership, Mutual Funds, Management, Life Insurance, Investments, IRAs, 401k, Disability Insurance, Variable Annuities, Uniform Combined State..., FINRA, Financial Services, Long-term Care, Securities, Long Term Care Insurance, Insurance, Wealth Accumulation, 401k Rollovers
Education
The American College 2005 — 2006
Chartered Leadership Fellow (CLF)
University of Wisconsin-Madison - School of Business 1995 — 1999
Bachelor of Business Administration, Finance, Investment, and Banking
Totino-Grace 1994 — 1995
LaCrosse Aquinas High School 1991 — 1994
Thrivent Financial May 2009 - Present
Thrivent Financial October 2003 - May 2009
Thrivent Financial January 2007 - December 2007
American Express (now Ameriprise) June 1998 - September 2003
American Express Financial Advisors (now Ameriprise) June 1999 - April 2002
Skills
Retirement Planning, Retirement, Fixed Annuities, Asset Allocation, Leadership, Investment Strategies, Investment Advisory, Team Leadership, Mutual Funds, Management, Life Insurance, Investments, IRAs, 401k, Disability Insurance, Variable Annuities, Uniform Combined State..., FINRA, Financial Services, Long-term Care, Securities, Long Term Care Insurance, Insurance, Wealth Accumulation, 401k Rollovers
Education
The American College 2005 — 2006
Chartered Leadership Fellow (CLF)
University of Wisconsin-Madison - School of Business 1995 — 1999
Bachelor of Business Administration, Finance, Investment, and Banking
Totino-Grace 1994 — 1995
LaCrosse Aquinas High School 1991 — 1994
Bjorn Nesvold's Thrivent Financial Experience 2007 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2007 - Present
Education
The University of Kansas 2003 — 2007
Bachelors, Business Management
Thrivent Financial 2007 - Present
Education
The University of Kansas 2003 — 2007
Bachelors, Business Management
Noel Borden Noel Borden's Thrivent Financial Experience December 2006 - January 2008
Job Industrial Engineer Methods Process Analyst at Boeing
Industry Aviation & Aerospace
Experience
Boeing May 2012 - Present
Wells Fargo Advisors January 2008 - June 2012
Thrivent Financial December 2006 - January 2008
Alexandria Aviation, Inc May 2005 - December 2006
Minnesota Army National Guard September 2000 - September 2006
Skills
Mutual Funds, Investments, Series 7, Annuities, Aviation, Team Leadership, Options, Fixed Income, Stock Trading, Microsoft Office, Training & Development, Fixed Annuities, Employee Training, Financial Analysis, Financial Services, Finance, Financial Risk
Education
The University of North Dakota 2000 — 2003
Bachelor of Business Administration, Aviation Management
Boeing May 2012 - Present
Wells Fargo Advisors January 2008 - June 2012
Thrivent Financial December 2006 - January 2008
Alexandria Aviation, Inc May 2005 - December 2006
Minnesota Army National Guard September 2000 - September 2006
Skills
Mutual Funds, Investments, Series 7, Annuities, Aviation, Team Leadership, Options, Fixed Income, Stock Trading, Microsoft Office, Training & Development, Fixed Annuities, Employee Training, Financial Analysis, Financial Services, Finance, Financial Risk
Education
The University of North Dakota 2000 — 2003
Bachelor of Business Administration, Aviation Management
Ray Bauer Ray Bauer's Thrivent Financial Experience May 1974 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 1974 - Present
Education
The University of Texas at Austin 1968 — 1971
Bachelor of Arts (BA)
American College 1990 — 1994
CHFC, Insurance and Investments
Thrivent Financial May 1974 - Present
Education
The University of Texas at Austin 1968 — 1971
Bachelor of Arts (BA)
American College 1990 — 1994
CHFC, Insurance and Investments
Max Honaker's Thrivent Financial Experience October 2011 - May 2012
Job Commercial Real Estate Agent, The Lund Company
Industry Commercial Real Estate
Experience
The Lund Company May 2013 - Present
Larsen Baker August 2012 - December 2012
The Lund Company May 2012 - August 2012
Thrivent Financial October 2011 - May 2012
Skills
Commercial Real Estate, Negotiation, Real Estate Transactions, Investments, Contract Negotiation, Location Intelligence, Strategic Planning, Investment Properties, Apartments, Real Estate Development, Microsoft Excel, Tenant, Landlords, Lease Administration, Brokerage, Property, Lease Negotiations, Real Estate, Marketing, Market Analysis, Real Estate Economics
Education
University of Arizona 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.69
The Lund Company May 2013 - Present
Larsen Baker August 2012 - December 2012
The Lund Company May 2012 - August 2012
Thrivent Financial October 2011 - May 2012
Skills
Commercial Real Estate, Negotiation, Real Estate Transactions, Investments, Contract Negotiation, Location Intelligence, Strategic Planning, Investment Properties, Apartments, Real Estate Development, Microsoft Excel, Tenant, Landlords, Lease Administration, Brokerage, Property, Lease Negotiations, Real Estate, Marketing, Market Analysis, Real Estate Economics
Education
University of Arizona 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, 3.69
Ronald Robinson Ronald Robinson's Thrivent Financial Experience 2015 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2015 - Present
PCE Packaging, Inc. 2004 - 2014
Robinson Packaging and Paper Products January 1993 - March 2001
Skills
FINRA Series 7, FINRA Series 63, Finance, Analysis, Client Relations Skills, Forecasting, Budgets, Management, Team Leadership, P&L Management, Product Development, Sales, New Business Development, Account Management
Education
McNicholas 1981 — 1985
University of Cincinnati
Business Administration and Management, General
Thrivent Financial 2015 - Present
PCE Packaging, Inc. 2004 - 2014
Robinson Packaging and Paper Products January 1993 - March 2001
Skills
FINRA Series 7, FINRA Series 63, Finance, Analysis, Client Relations Skills, Forecasting, Budgets, Management, Team Leadership, P&L Management, Product Development, Sales, New Business Development, Account Management
Education
McNicholas 1981 — 1985
University of Cincinnati
Business Administration and Management, General
Julia Weston Julia Weston's Thrivent Financial Experience January 2011 - Present
Job Experienced Financial Professional at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2011 - Present
Skills
IRAs, Retirement Planning, Retirement, Mutual Funds, Uniform Combined State..., Protection..., Wealth Accumulation, Education Funding, Retirement Distribution...
Education
University of Hartford 2009 — 2014
MBA, Business
University of Connecticut 2003 — 2007
Bachelor of Arts, Sociology
Thrivent Financial January 2011 - Present
Skills
IRAs, Retirement Planning, Retirement, Mutual Funds, Uniform Combined State..., Protection..., Wealth Accumulation, Education Funding, Retirement Distribution...
Education
University of Hartford 2009 — 2014
MBA, Business
University of Connecticut 2003 — 2007
Bachelor of Arts, Sociology
Sean Ranum Sean Ranum's Thrivent Financial Experience June 2014 - November 2014
Job Loan Fund Manager/Economic Development Professional at Northwest Regional Development Commission
Industry Banking
Experience
Northwest Regional Development Commission December 2014 - Present
Thrivent Financial June 2014 - November 2014
Digi-Key Corporation January 2014 - June 2014
TRF Tree Solutions 2013 - 2013
Education
The University of North Dakota
Bachelor of Business Administration (BBA), Marketing
Northwest Regional Development Commission December 2014 - Present
Thrivent Financial June 2014 - November 2014
Digi-Key Corporation January 2014 - June 2014
TRF Tree Solutions 2013 - 2013
Education
The University of North Dakota
Bachelor of Business Administration (BBA), Marketing
Steven Clasen CLTC,LUTCF,FIC Steven Clasen CLTC,LUTCF,FIC's Thrivent Financial Experience March 2004 - Present
Job Financial Consultant with Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial March 2004 - Present
Soo Line Historical & Technical Society January 2005 - July 2013
Wisconsin Lutheran College 2001 - 2005
Education
The American College 2013 — 2015
Retirement Income Certified Professional, Retirement Income
The American College 2008 — 2010
LUTCF, Business Owner Insurance; Disability & Life Insurance, Investment Vehicles
Wisconsin Lutheran College 2000 — 2005
BBA, Business Finance, Business Management
Northland Lutheran High School 1996 — 2000
Thrivent Financial March 2004 - Present
Soo Line Historical & Technical Society January 2005 - July 2013
Wisconsin Lutheran College 2001 - 2005
Education
The American College 2013 — 2015
Retirement Income Certified Professional, Retirement Income
The American College 2008 — 2010
LUTCF, Business Owner Insurance; Disability & Life Insurance, Investment Vehicles
Wisconsin Lutheran College 2000 — 2005
BBA, Business Finance, Business Management
Northland Lutheran High School 1996 — 2000
Jacob Todd Leitzsey Jacob Todd Leitzsey's Thrivent Financial Experience May 2008 - August 2008
Job Supervisor at C.H. Robinson
Industry Logistics and Supply Chain
Experience
C.H. Robinson November 2013 - Present
C.H. Robinson Worldwide, Inc. October 2009 - Present
Thrivent Financial May 2008 - August 2008
Outback Steakhouse August 2004 - March 2005
Skills
3PL, Accounting, Networking, Supply Chain Management, Sales, Teamwork, Transportation..., Strategic Planning, Logistics, Transportation, Microsoft Word, Team Building, Account Management, Customer Service, Microsoft Excel
Education
The Citadel 2005 — 2009
Bachelor of Science Business Administration, Business Administration, Management and Operations
Trinity College Dublin
Global Economics
C.H. Robinson November 2013 - Present
C.H. Robinson Worldwide, Inc. October 2009 - Present
Thrivent Financial May 2008 - August 2008
Outback Steakhouse August 2004 - March 2005
Skills
3PL, Accounting, Networking, Supply Chain Management, Sales, Teamwork, Transportation..., Strategic Planning, Logistics, Transportation, Microsoft Word, Team Building, Account Management, Customer Service, Microsoft Excel
Education
The Citadel 2005 — 2009
Bachelor of Science Business Administration, Business Administration, Management and Operations
Trinity College Dublin
Global Economics
Kathy (Kaufmann) Barks's Thrivent Financial Experience February 2003 - October 2003
Job Finance Professional
Industry Financial Services
Experience
Thrivent Financial February 2003 - October 2003
Premcor Refining April 1998 - August 2001
Maritz Performance Improvement Company November 1992 - April 1998
Skills
Process Improvement, Financial Analysis, Forecasting
Education
Webster University (AT) 1993 — 1995
MA
Truman State University 1987 — 1991
BS
Thrivent Financial February 2003 - October 2003
Premcor Refining April 1998 - August 2001
Maritz Performance Improvement Company November 1992 - April 1998
Skills
Process Improvement, Financial Analysis, Forecasting
Education
Webster University (AT) 1993 — 1995
MA
Truman State University 1987 — 1991
BS
Tony Truong, FIC's Thrivent Financial Experience May 2013 - Present
Job Experienced Financial Professional
Industry Financial Services
Experience
Thrivent Financial May 2013 - Present
Adconion Direct June 2011 - February 2014
Adconion Direct May 2007 - June 2011
First American April 2005 - November 2007
Goal Financial February 2003 - April 2005
Symantec Corporation November 2000 - February 2003
Skills
Asset Allocation, Investment Strategies, Retirement Strategies, Risk Management, Education Funding, Charitable Strategies
Education
University of California, Los Angeles 1997 — 2001
B.S., Computer Science
Dale Carnegie
Toastmaster
Thrivent Financial May 2013 - Present
Adconion Direct June 2011 - February 2014
Adconion Direct May 2007 - June 2011
First American April 2005 - November 2007
Goal Financial February 2003 - April 2005
Symantec Corporation November 2000 - February 2003
Skills
Asset Allocation, Investment Strategies, Retirement Strategies, Risk Management, Education Funding, Charitable Strategies
Education
University of California, Los Angeles 1997 — 2001
B.S., Computer Science
Dale Carnegie
Toastmaster
Brett Weinberg's Thrivent Financial Experience August 2008 - November 2014
Job
Industry Public Relations and Communications
Experience
LPL Financial November 2014 - Present
Thrivent Financial August 2008 - November 2014
GMAC ResCap September 2006 - July 2008
Allianz 2004 - 2006
Carmichael Lynch Spong Public Relations 2000 - 2004
Skills
Corporate Communications, Public Relations, Media Relations, Strategic Communications, Internal Communications, Marketing Communications, Crisis Communications, Spokesperson, Social Media, Reputation Management, Speech Writing, Leadership, Communications Planning, Publicity, Newsletters, Press Releases, Copywriting, Communication Training, Integrated Marketing, Community Development
Education
University of St. Thomas - Opus College of Business 1997 — 1999
Graduate Certificate, Public Relations
The University of Kansas 1989 — 1993
B.A., Theatre/Film
LPL Financial November 2014 - Present
Thrivent Financial August 2008 - November 2014
GMAC ResCap September 2006 - July 2008
Allianz 2004 - 2006
Carmichael Lynch Spong Public Relations 2000 - 2004
Skills
Corporate Communications, Public Relations, Media Relations, Strategic Communications, Internal Communications, Marketing Communications, Crisis Communications, Spokesperson, Social Media, Reputation Management, Speech Writing, Leadership, Communications Planning, Publicity, Newsletters, Press Releases, Copywriting, Communication Training, Integrated Marketing, Community Development
Education
University of St. Thomas - Opus College of Business 1997 — 1999
Graduate Certificate, Public Relations
The University of Kansas 1989 — 1993
B.A., Theatre/Film
Cathy Scheitlin's Thrivent Financial Experience May 2014 - Present
Job Analysis, Planning, Organization, Writing
Industry Writing and Editing
Experience
Thrivent Financial May 2014 - Present
Thrivent Community - Flatirons September 2009 - Present
VantageMed November 2000 - August 2005
GTE VisNet January 1997 - August 2000
Skills
Analytical Abilities, Research, Strategic Planning, Analytical Skills, Proposal Writing, Newsletters, Process Scheduler, Accounting, Databases, Accounts Receivable, Data Analysis, Time Management, Analysis, Event Planning
Education
University of Hawaii at Manoa 1993 — 1996
MA, English with an emphasis in Rhetoric and Composition
University of California, Los Angeles 1984 — 1989
BS, English
Thrivent Financial May 2014 - Present
Thrivent Community - Flatirons September 2009 - Present
VantageMed November 2000 - August 2005
GTE VisNet January 1997 - August 2000
Skills
Analytical Abilities, Research, Strategic Planning, Analytical Skills, Proposal Writing, Newsletters, Process Scheduler, Accounting, Databases, Accounts Receivable, Data Analysis, Time Management, Analysis, Event Planning
Education
University of Hawaii at Manoa 1993 — 1996
MA, English with an emphasis in Rhetoric and Composition
University of California, Los Angeles 1984 — 1989
BS, English
Dennis. Gearhart's Thrivent Financial Experience
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial
Skills
Series 7, Retirement, Mutual Funds, Wealth Management, Series 63
Education
The University of Akron 1970 — 1975
Thrivent Financial
Skills
Series 7, Retirement, Mutual Funds, Wealth Management, Series 63
Education
The University of Akron 1970 — 1975
Rick Lonneman's Thrivent Financial Experience June 2008 - August 2008
Job US Pricing Manager at Coloplast
Industry Medical Devices
Experience
Coloplast August 2014 - Present
Coloplast November 2012 - August 2014
Zhengzhou No. 47 High School August 2010 - July 2012
Coloplast March 2010 - August 2010
Horváth & Partner Management Consultants June 2009 - December 2009
Carlson Consulting Enterprise January 2008 - December 2008
Thrivent Financial June 2008 - August 2008
RSM McGladrey January 2008 - May 2008
Ernst & Young January 2007 - April 2007
Women Venture September 2005 - August 2006
Skills
Business Valuation, Market Analysis, Public Speaking, Financial Modeling, Data Analysis, Analysis, Management, Business Strategy, Leadership, Finance, Economics, Strategy, Portfolio Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Summa Cum Laude Bachelor of Science in Business, Finance & German
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science in Business, Finance
Albert-Ludwigs-Universität Freiburg im Breisgau 2007 — 2007
Study Abroad, Banking and Financial Support Services
Coloplast August 2014 - Present
Coloplast November 2012 - August 2014
Zhengzhou No. 47 High School August 2010 - July 2012
Coloplast March 2010 - August 2010
Horváth & Partner Management Consultants June 2009 - December 2009
Carlson Consulting Enterprise January 2008 - December 2008
Thrivent Financial June 2008 - August 2008
RSM McGladrey January 2008 - May 2008
Ernst & Young January 2007 - April 2007
Women Venture September 2005 - August 2006
Skills
Business Valuation, Market Analysis, Public Speaking, Financial Modeling, Data Analysis, Analysis, Management, Business Strategy, Leadership, Finance, Economics, Strategy, Portfolio Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Summa Cum Laude Bachelor of Science in Business, Finance & German
University of Minnesota-Twin Cities 2005 — 2009
Bachelor of Science in Business, Finance
Albert-Ludwigs-Universität Freiburg im Breisgau 2007 — 2007
Study Abroad, Banking and Financial Support Services
Arlyn Stokesbary's Thrivent Financial Experience October 1987 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 1987 - Present
Thrivent Financial for Lutherans 1987 - Present
farmer July 1970 - March 2000
US Navy December 1967 - July 1970
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Insurance, Investments, Retirement, Fixed Annuities, Series 7, Health Insurance, Variable Annuities, Disability Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Asset Allocation, Long-term Care, Series 63, Wealth Accumulation, Series 6, Uniform Combined State..., Investment Strategies, IRAs
Education
The American College 2007 — 2013
ChFC
University of Minnesota-Twin Cities 1964 — 1966
Associate Degree, Agriculture
Thrivent Financial October 1987 - Present
Thrivent Financial for Lutherans 1987 - Present
farmer July 1970 - March 2000
US Navy December 1967 - July 1970
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Insurance, Investments, Retirement, Fixed Annuities, Series 7, Health Insurance, Variable Annuities, Disability Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Asset Allocation, Long-term Care, Series 63, Wealth Accumulation, Series 6, Uniform Combined State..., Investment Strategies, IRAs
Education
The American College 2007 — 2013
ChFC
University of Minnesota-Twin Cities 1964 — 1966
Associate Degree, Agriculture
Dickson Lo, CFP®, CCPS®, FIC's Thrivent Financial Experience 2012 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Thrivent Financial 2012 - Present
John K. Lee, CFP 2011 - 2012
Cathay Bank 2008 - 2011
Charles Schwab 2000 - 2007
Skills
Certified Financial..., College Funding..., Retirement Planning, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, FINRA, Asset Management, Series 7, Series 9, Series 10, Series 63, Series 66, Risk Management
Education
University of California, Berkeley 2009 — 2011
Personal Financial Planning
California State University, Hayward 1998 — 2000
Bachelor of Science, Finance
Thrivent Financial 2012 - Present
John K. Lee, CFP 2011 - 2012
Cathay Bank 2008 - 2011
Charles Schwab 2000 - 2007
Skills
Certified Financial..., College Funding..., Retirement Planning, Investments, Retirement, Wealth Management, Investment Advisory, Mutual Funds, Portfolio Management, Fixed Income, Asset Allocation, FINRA, Asset Management, Series 7, Series 9, Series 10, Series 63, Series 66, Risk Management
Education
University of California, Berkeley 2009 — 2011
Personal Financial Planning
California State University, Hayward 1998 — 2000
Bachelor of Science, Finance
Kelly Weber, CFA's Thrivent Financial Experience May 2005 - September 2006
Job Senior Research Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2014 - Present
MetLife July 2012 - September 2014
MetLife June 2011 - August 2011
U.S. Bank September 2006 - July 2010
Thrivent Financial May 2005 - September 2006
Northland Securities May 2004 - May 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Monetary Economics
University of Amsterdam
Study Abroad
Neuberger Berman October 2014 - Present
MetLife July 2012 - September 2014
MetLife June 2011 - August 2011
U.S. Bank September 2006 - July 2010
Thrivent Financial May 2005 - September 2006
Northland Securities May 2004 - May 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Monetary Economics
University of Amsterdam
Study Abroad
Jeff Burton's Thrivent Financial Experience August 2001 - August 2003
Job Senior Solutions Architech @ Vital Images
Industry Computer Software
Experience
Vital Images, Inc. June 2015 - Present
Symantec June 2014 - May 2015
MMIC Health IT March 2013 - February 2014
SecureConnect July 2011 - December 2012
Digitiliti, Inc August 2010 - June 2011
Compellent Technologies October 2009 - August 2010
New Boundary Technologies November 2003 - October 2009
Thrivent Financial August 2001 - August 2003
Liberty May 1998 - March 2002
Skills
Virtualization, Security, VMware, Storage, Firewalls, SAN, Account Management, Storage Area Networks, CRM, Process Improvement, Solution Selling, Cloud Computing, Testing, Pre-sales, Sales, WAN, Software Documentation, Leadership, SaaS
Education
The College of St. Scholastica 1993 — 1998
Bachelor of Arts, Computer Information Systems, Health Information Administration, Management
Roosevelt High School 1989 — 1993
Connecting Points
Microsoft Certifications
Vital Images, Inc. June 2015 - Present
Symantec June 2014 - May 2015
MMIC Health IT March 2013 - February 2014
SecureConnect July 2011 - December 2012
Digitiliti, Inc August 2010 - June 2011
Compellent Technologies October 2009 - August 2010
New Boundary Technologies November 2003 - October 2009
Thrivent Financial August 2001 - August 2003
Liberty May 1998 - March 2002
Skills
Virtualization, Security, VMware, Storage, Firewalls, SAN, Account Management, Storage Area Networks, CRM, Process Improvement, Solution Selling, Cloud Computing, Testing, Pre-sales, Sales, WAN, Software Documentation, Leadership, SaaS
Education
The College of St. Scholastica 1993 — 1998
Bachelor of Arts, Computer Information Systems, Health Information Administration, Management
Roosevelt High School 1989 — 1993
Connecting Points
Microsoft Certifications
Ryan Firestone's Thrivent Financial Experience May 2001 - December 2001
Job Account Executive at Buren Insurance Group
Industry Insurance
Experience
The Buren Insurance Group, Inc. December 2014 - Present
Huntington National Bank December 2012 - June 2014
The Buren Insurance Group, Inc. January 2002 - December 2012
Verizon Wireless April 2011 - July 2012
Thrivent Financial May 2001 - December 2001
Skills
Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Customer Retention, Direct Sales, Cold Calling, General Insurance, Account Management, Sales Management, Customer Service, Sales, Term Life Insurance, Homeowners, Health Insurance, Disability Insurance, Employee Benefits, Fixed Annuities
Education
The Ohio State University 1996 — 2001
B.S., Financial Management
The Buren Insurance Group, Inc. December 2014 - Present
Huntington National Bank December 2012 - June 2014
The Buren Insurance Group, Inc. January 2002 - December 2012
Verizon Wireless April 2011 - July 2012
Thrivent Financial May 2001 - December 2001
Skills
Insurance, Life Insurance, Property & Casualty..., Commercial Insurance, Customer Retention, Direct Sales, Cold Calling, General Insurance, Account Management, Sales Management, Customer Service, Sales, Term Life Insurance, Homeowners, Health Insurance, Disability Insurance, Employee Benefits, Fixed Annuities
Education
The Ohio State University 1996 — 2001
B.S., Financial Management
Kraig Tuominen's Thrivent Financial Experience January 2006 - August 2008
Job Property Technician & Handyman
Industry Commercial Real Estate
Experience
Kraus-Anderson Realty September 2013 - Present
Thrivent Financial January 2006 - August 2008
Piper Jaffray Companies 1999 - 2005
Piper Jaffray 1987 - 2004
Skills
Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Training, Process Improvement, Team Leadership
Education
The College of St. Scholastica 1983 — 1985
AlBrook High School 1978 — 1983
Kraus-Anderson Realty September 2013 - Present
Thrivent Financial January 2006 - August 2008
Piper Jaffray Companies 1999 - 2005
Piper Jaffray 1987 - 2004
Skills
Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Training, Process Improvement, Team Leadership
Education
The College of St. Scholastica 1983 — 1985
AlBrook High School 1978 — 1983
Victoria Obenshain's Thrivent Financial Experience January 1979 - June 1994
Job Vice President Wireless Strategy Panasonic Solutions Company
Industry Computer Hardware
Experience
Panasonic April 2010 - Present
PanasonicComputer Solutions Company 2006 - Present
Panasonic Computer Solutions Company 2006 - Present
Panasonic Corporation of North America 2006 - Present
Cingular Wireless May 1994 - November 2004
RAM Mobile Data 1995 - 1998
Luterhan Brotherhood Insurance 1979 - 1995
Thrivent Financial January 1979 - June 1994
Education
American College 1980 — 1984
CLU,CHFC, Insurance and Finance
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Virginia
BS, Biology
Panasonic April 2010 - Present
PanasonicComputer Solutions Company 2006 - Present
Panasonic Computer Solutions Company 2006 - Present
Panasonic Corporation of North America 2006 - Present
Cingular Wireless May 1994 - November 2004
RAM Mobile Data 1995 - 1998
Luterhan Brotherhood Insurance 1979 - 1995
Thrivent Financial January 1979 - June 1994
Education
American College 1980 — 1984
CLU,CHFC, Insurance and Finance
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Virginia
BS, Biology
Sara Meyer Mercado, FIC's Thrivent Financial Experience March 2013 - Present
Job Specializing in Generosity and Serving those who Serve
Industry Financial Services
Experience
Thrivent Financial March 2013 - Present
Primrose Schools November 2010 - August 2011
KinderCare April 2007 - November 2010
Lockheed Martin February 2001 - January 2004
Skills
Training, Leadership, Public Speaking, Fundraising, Event Planning, Marketing, Nonprofits, Program Management, Teaching, Research, Leadership Development, Higher Education, Community Outreach
Education
University of Central Florida - College of Business Administration 2000 — 2003
B.S. Business Administration, Finance
Thrivent Financial March 2013 - Present
Primrose Schools November 2010 - August 2011
KinderCare April 2007 - November 2010
Lockheed Martin February 2001 - January 2004
Skills
Training, Leadership, Public Speaking, Fundraising, Event Planning, Marketing, Nonprofits, Program Management, Teaching, Research, Leadership Development, Higher Education, Community Outreach
Education
University of Central Florida - College of Business Administration 2000 — 2003
B.S. Business Administration, Finance
Pamela Moret's Thrivent Financial Experience October 2010 - May 2015
Job Active corporate board service
Industry Financial Services
Experience
Investors Real Estate Trust (IRET) January 2015 - Present
Blue Cross and Blue Shield of Minnesota May 2014 - Present
Optimum Mutual Funds September 2013 - Present
Minnetonka Moccasins January 2013 - Present
Bush Foundation 2012 - Present
Thrivent Financial October 2010 - May 2015
Thrivent Financial for Lutherans January 2002 - October 2010
MN Public Radio 2000 - 2010
Ameriprise Financial (formerly American Express Financial Advisors) 1998 - 2002
American Express, American Express Financial Advisors January 1992 - 1995
Skills
Product Development, Strategic Planning, Business Strategy, New Business Development, Insurance, Public Speaking, Marketing Communications, Mutual Funds, Marketing Strategy, Public Relations, Entrepreneurship, Strategic Financial..., Product Management, Strategy, Leadership, Coaching, Leadership Development, Finance, Financial Services, Business Development, Change Management, Product Marketing, Start-ups, Marketing, Program Management, Strategic Communications, Fixed Annuities, Process Improvement, Management Consulting, Strategic Partnerships, Business Planning, Executive Management, Fundraising, Investments, Mergers & Acquisitions, Team Building, Organizational..., Life Insurance, Cross-functional Team..., Small Business, Analysis, Training, Risk Management, Trusted Business Partner, Financial Planning, Values-based Leadership
Education
The George Washington University Law School 1976 — 1979
Juris Doctor, Law
The University of North Dakota 1973 — 1975
BA, Political Science
Investors Real Estate Trust (IRET) January 2015 - Present
Blue Cross and Blue Shield of Minnesota May 2014 - Present
Optimum Mutual Funds September 2013 - Present
Minnetonka Moccasins January 2013 - Present
Bush Foundation 2012 - Present
Thrivent Financial October 2010 - May 2015
Thrivent Financial for Lutherans January 2002 - October 2010
MN Public Radio 2000 - 2010
Ameriprise Financial (formerly American Express Financial Advisors) 1998 - 2002
American Express, American Express Financial Advisors January 1992 - 1995
Skills
Product Development, Strategic Planning, Business Strategy, New Business Development, Insurance, Public Speaking, Marketing Communications, Mutual Funds, Marketing Strategy, Public Relations, Entrepreneurship, Strategic Financial..., Product Management, Strategy, Leadership, Coaching, Leadership Development, Finance, Financial Services, Business Development, Change Management, Product Marketing, Start-ups, Marketing, Program Management, Strategic Communications, Fixed Annuities, Process Improvement, Management Consulting, Strategic Partnerships, Business Planning, Executive Management, Fundraising, Investments, Mergers & Acquisitions, Team Building, Organizational..., Life Insurance, Cross-functional Team..., Small Business, Analysis, Training, Risk Management, Trusted Business Partner, Financial Planning, Values-based Leadership
Education
The George Washington University Law School 1976 — 1979
Juris Doctor, Law
The University of North Dakota 1973 — 1975
BA, Political Science
Jeremy Jackson's Thrivent Financial Experience January 2002 - October 2004
Job Regional Vice President, Annuity Sales
Industry Insurance
Experience
Transamerica December 2014 - Present
Securian Financial Group October 2006 - November 2014
Securian Financial Group October 2004 - October 2006
Thrivent Financial January 2002 - October 2004
Skills
Variable Annuities, Securities, Fixed Annuities, 401k, Series 6, Retirement Planning, Series 7, Series 63, Mutual Funds, Retirement, Financial Advisory, Life Insurance, Uniform Combined State..., IRAs, Asset Allocation, Investment Advisory, Long-term Care, Wealth Management, Term Life Insurance, Estate Planning
Education
Truman State University 1997 — 2001
B.S., Exercise Physiology
Transamerica December 2014 - Present
Securian Financial Group October 2006 - November 2014
Securian Financial Group October 2004 - October 2006
Thrivent Financial January 2002 - October 2004
Skills
Variable Annuities, Securities, Fixed Annuities, 401k, Series 6, Retirement Planning, Series 7, Series 63, Mutual Funds, Retirement, Financial Advisory, Life Insurance, Uniform Combined State..., IRAs, Asset Allocation, Investment Advisory, Long-term Care, Wealth Management, Term Life Insurance, Estate Planning
Education
Truman State University 1997 — 2001
B.S., Exercise Physiology
Lisa Sigman's Thrivent Financial Experience June 2004 - Present
Job Senior Commercial Loan Closer at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial June 2004 - Present
Rider Bennett, LLP May 2001 - June 2002
Doherty Rumble & Butler February 1996 - June 1999
Oppenheimer Wolff & Donnelly January 1994 - February 1996
Skills
Real Estate, Loans, Commercial Real Estate, Management, Property, Investments, Commercial Mortgages, Estate Planning, Finance, Mortgage Lending, Banking, Construction Loans, Insurance, Due Diligence, Real Estate Transactions, Financial Services, Real Estate Financing, Portfolio Management, Commercial Lending
Education
University of St. Thomas 2011 — 2012
Professional Certificate - Commercial Real Estate Finance, Commercial Real Estate Finance - Center for Business Excellence
Minnesota Paralegal Institute 1992 — 1993
Certificate
Ohio State University 1983 — 1986
Thrivent Financial June 2004 - Present
Rider Bennett, LLP May 2001 - June 2002
Doherty Rumble & Butler February 1996 - June 1999
Oppenheimer Wolff & Donnelly January 1994 - February 1996
Skills
Real Estate, Loans, Commercial Real Estate, Management, Property, Investments, Commercial Mortgages, Estate Planning, Finance, Mortgage Lending, Banking, Construction Loans, Insurance, Due Diligence, Real Estate Transactions, Financial Services, Real Estate Financing, Portfolio Management, Commercial Lending
Education
University of St. Thomas 2011 — 2012
Professional Certificate - Commercial Real Estate Finance, Commercial Real Estate Finance - Center for Business Excellence
Minnesota Paralegal Institute 1992 — 1993
Certificate
Ohio State University 1983 — 1986
Melanie Meyer, CFP® CLU®'s Thrivent Financial Experience September 1993 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Thrivent Financial September 1993 - Present
Skills
Asset Allocation, Retirement Income..., Retirement Accumulation..., Investment Strategies, Risk Management, Education Funding, Legacy Giving, Estate Strategies, Charitable Planning
Education
University of California, Los Angeles 2012 — 2012
Certified Financial Planner
North Dakota State University 1985 — 1989
Bachelor of Science (B.S.)
The American College 2000 — 2002
Chartered Life Underwriter Designation
Thrivent Financial September 1993 - Present
Skills
Asset Allocation, Retirement Income..., Retirement Accumulation..., Investment Strategies, Risk Management, Education Funding, Legacy Giving, Estate Strategies, Charitable Planning
Education
University of California, Los Angeles 2012 — 2012
Certified Financial Planner
North Dakota State University 1985 — 1989
Bachelor of Science (B.S.)
The American College 2000 — 2002
Chartered Life Underwriter Designation
Jim Waechter's Thrivent Financial Experience February 2008 - December 2010
Job Marketing Advisor at EVCO Wholesale Food Corp.
Industry Business Supplies and Equipment
Experience
EVCO Wholesale Food Corp. December 2012 - Present
UniFirst March 2012 - November 2012
Thrivent Financial February 2008 - December 2010
Cerner Corporation June 2005 - July 2007
Hewlett Packard 1989 - 2005
Digital Equipment Corporation 1989 - 1997
Skills
Account Management, Sales, New Business Development, Sales Management, Salesforce.com, Management, Solution Selling, Business Development, Strategic Planning, Start-ups, Direct Sales, Sales Process, Strategic Partnerships, Sales Operations, Marketing, Selling, CRM, Sales Presentations
Education
The University of Kansas 1974 — 1979
BS, Business Adminstration
Shawnee Mission West 1972 — 1974
EVCO Wholesale Food Corp. December 2012 - Present
UniFirst March 2012 - November 2012
Thrivent Financial February 2008 - December 2010
Cerner Corporation June 2005 - July 2007
Hewlett Packard 1989 - 2005
Digital Equipment Corporation 1989 - 1997
Skills
Account Management, Sales, New Business Development, Sales Management, Salesforce.com, Management, Solution Selling, Business Development, Strategic Planning, Start-ups, Direct Sales, Sales Process, Strategic Partnerships, Sales Operations, Marketing, Selling, CRM, Sales Presentations
Education
The University of Kansas 1974 — 1979
BS, Business Adminstration
Shawnee Mission West 1972 — 1974
Dennis Marler's Thrivent Financial Experience May 2008 - July 2008
Job Computer Software Professional
Industry Management Consulting
Experience
Thrivent Financial May 2008 - July 2008
Ameriprise Financial April 2005 - May 2008
Medtronic July 2004 - April 2005
Target July 2002 - December 2002
eFunds November 1999 - July 2001
American Express Financial Advisors June 1997 - April 1999
Education
The University of South Dakota
MBA, Small Businesss Administration
The University of South Dakota
BA, Computer Science
Thrivent Financial May 2008 - July 2008
Ameriprise Financial April 2005 - May 2008
Medtronic July 2004 - April 2005
Target July 2002 - December 2002
eFunds November 1999 - July 2001
American Express Financial Advisors June 1997 - April 1999
Education
The University of South Dakota
MBA, Small Businesss Administration
The University of South Dakota
BA, Computer Science
Pam Mellegaard's Thrivent Financial Experience January 2002 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Thrivent Financial January 2002 - Present
CSC January 1996 - January 2002
Skills
Certified Financial..., Strategic Financial..., Retirement Planning, Investment Strategies, Investments, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Estate Planning
Education
The University of South Dakota
BS in Accounting
Thrivent Financial January 2002 - Present
CSC January 1996 - January 2002
Skills
Certified Financial..., Strategic Financial..., Retirement Planning, Investment Strategies, Investments, Series 7, Fixed Annuities, Mutual Funds, Asset Allocation, Estate Planning
Education
The University of South Dakota
BS in Accounting
charles haelig's Thrivent Financial Experience September 2000 - September 2002
Job Region Sales Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2008 - Present
Thrivent Financial September 2000 - September 2002
Education
University of California, Davis 1973 — 1978
BS, Zoology
Ameriprise Financial March 2008 - Present
Thrivent Financial September 2000 - September 2002
Education
University of California, Davis 1973 — 1978
BS, Zoology
Chad Miller, CFA, CPA's Thrivent Financial Experience May 2015 - Present
Job Intermediate Portfolio Manager at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2015 - Present
Thrivent Asset Management April 2013 - Present
Stifel Nicolaus 2010 - March 2013
Defined Contribution Advisors 2009 - 2009
IPS 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Microsoft Excel, Accounting, Keyboard Skills, Investments, Mutual Funds, Bloomberg, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2004 — 2009
BSBA, International Business, Finance
Thrivent Financial May 2015 - Present
Thrivent Asset Management April 2013 - Present
Stifel Nicolaus 2010 - March 2013
Defined Contribution Advisors 2009 - 2009
IPS 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Microsoft Excel, Accounting, Keyboard Skills, Investments, Mutual Funds, Bloomberg, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2004 — 2009
BSBA, International Business, Finance
Marc Fox's Thrivent Financial Experience October 2009 - Present
Job Financial Representative
Industry Financial Services
Experience
Thrivent Financial October 2009 - Present
BWAY Corporation November 2007 - July 2009
Ball June 2006 - October 2007
US Can 2001 - 2007
U.S. Can company 1989 - 2006
Education
The Ohio State University 1972 — 1976
B.Sc. Food Technology, Chemisty, Biochemistry, Microbiology, Physics
Thrivent Financial October 2009 - Present
BWAY Corporation November 2007 - July 2009
Ball June 2006 - October 2007
US Can 2001 - 2007
U.S. Can company 1989 - 2006
Education
The Ohio State University 1972 — 1976
B.Sc. Food Technology, Chemisty, Biochemistry, Microbiology, Physics
Kathryn Sahli, CFP®'s Thrivent Financial Experience 1996 - 2004
Job Vice President, Private Banking Relationship Manager at Johnson Bank
Industry Financial Services
Experience
Johnson Bank February 2013 - Present
Associated Bank, N.A. 2006 - 2012
Ziegler Capital Management 2005 - 2006
JPMorgan 2004 - 2005
Thrivent Financial 1996 - 2004
Skills
Investment Management, Strategic Financial..., Investments, Consumer Lending, Retirement Planning, Certified Financial..., Cash Management, Banking, Small Business, Private Banking, Retirement, Mutual Funds, Mortgage Lending, Series 7, Financial Advisory, Credit Analysis, Credit, Asset Allocation
Education
The Ohio State University 1985 — 1990
BA, Journalism, emphasis Public Relations
Neenah High School
Johnson Bank February 2013 - Present
Associated Bank, N.A. 2006 - 2012
Ziegler Capital Management 2005 - 2006
JPMorgan 2004 - 2005
Thrivent Financial 1996 - 2004
Skills
Investment Management, Strategic Financial..., Investments, Consumer Lending, Retirement Planning, Certified Financial..., Cash Management, Banking, Small Business, Private Banking, Retirement, Mutual Funds, Mortgage Lending, Series 7, Financial Advisory, Credit Analysis, Credit, Asset Allocation
Education
The Ohio State University 1985 — 1990
BA, Journalism, emphasis Public Relations
Neenah High School
Steve Bow's Thrivent Financial Experience May 2004 - October 2007
Job Senior Customer Technical Service Specialist at Thyssenkrupp Steel North America, Inc.
Industry Automotive
Experience
Thyssenkrupp Steel North America, Inc. June 2015 - Present
AM/NS Calvert LLC (a J/V of ArcelorMittal and Nippon Steel & Sumitomo Metal Corp) March 2012 - June 2015
Nucor Corporation May 2011 - March 2012
AK Steel Corporation November 2009 - May 2011
Severstal NA October 2007 - September 2009
Thrivent Financial May 2004 - October 2007
nCode International June 2000 - March 2004
AK Steel Corporation 1996 - 2000
AK Steel Corporation July 1994 - October 1996
Skills
Automotive Stamping, Automotive, Technical Support, Customer Service, Material Applications, Metallurgy, Metals, Quality Management, Corrective Actions, Six Sigma, Lean Manufacturing, Quality Control, Account Management, Training, Leadership, Cross-functional Team..., Troubleshooting, Steel Making, Program Management, Project Planning, Analysis, APQP, New Business Development, Team Management, FMEA, Quality Assurance, Process Improvement, Microsoft Word, Microsoft Excel, Microsoft Office
Education
The Ohio State University 1985 — 1990
Bachelor's degree, Metallurgical Engineering
Thyssenkrupp Steel North America, Inc. June 2015 - Present
AM/NS Calvert LLC (a J/V of ArcelorMittal and Nippon Steel & Sumitomo Metal Corp) March 2012 - June 2015
Nucor Corporation May 2011 - March 2012
AK Steel Corporation November 2009 - May 2011
Severstal NA October 2007 - September 2009
Thrivent Financial May 2004 - October 2007
nCode International June 2000 - March 2004
AK Steel Corporation 1996 - 2000
AK Steel Corporation July 1994 - October 1996
Skills
Automotive Stamping, Automotive, Technical Support, Customer Service, Material Applications, Metallurgy, Metals, Quality Management, Corrective Actions, Six Sigma, Lean Manufacturing, Quality Control, Account Management, Training, Leadership, Cross-functional Team..., Troubleshooting, Steel Making, Program Management, Project Planning, Analysis, APQP, New Business Development, Team Management, FMEA, Quality Assurance, Process Improvement, Microsoft Word, Microsoft Excel, Microsoft Office
Education
The Ohio State University 1985 — 1990
Bachelor's degree, Metallurgical Engineering
Patricia Grueneberg's Thrivent Financial Experience December 2005 - June 2008
Job RN, MSN
Industry Health, Wellness and Fitness
Experience
Enlivant April 2014 - March 2015
The Hallmark July 2010 - January 2014
Texas Department of Aging and Disability Services 2008 - 2010
Thrivent Financial December 2005 - June 2008
Vanishing Jewels, Inc. 1997 - 2007
Skills
Team Leadership, Multi-Site Operations, Revenue & Profit Growth, Financial Advisory, Strategic Planning, Compliance, Coaching Staff, Communication Skills, Sales Presentations, Competitive Analysis, Clinical Monitoring, Creative Problem Solving
Education
The University of Texas Health Science Center at Houston
Master's degree, Nursing Administration/Gerontology
The University of Texas Medical Branch at Galveston
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Enlivant April 2014 - March 2015
The Hallmark July 2010 - January 2014
Texas Department of Aging and Disability Services 2008 - 2010
Thrivent Financial December 2005 - June 2008
Vanishing Jewels, Inc. 1997 - 2007
Skills
Team Leadership, Multi-Site Operations, Revenue & Profit Growth, Financial Advisory, Strategic Planning, Compliance, Coaching Staff, Communication Skills, Sales Presentations, Competitive Analysis, Clinical Monitoring, Creative Problem Solving
Education
The University of Texas Health Science Center at Houston
Master's degree, Nursing Administration/Gerontology
The University of Texas Medical Branch at Galveston
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Sal Vanadia's Thrivent Financial Experience September 2011 - August 2014
Job Relationship Banker at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2014 - Present
Thrivent Financial September 2011 - August 2014
Consolidated Financial Services January 2011 - September 2011
Education
The Ohio State University
JPMorgan Chase September 2014 - Present
Thrivent Financial September 2011 - August 2014
Consolidated Financial Services January 2011 - September 2011
Education
The Ohio State University
JD Wright's Thrivent Financial Experience 2015 - Present
Job Brokerage Principal at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial 2015 - Present
Thrivent Financial for Lutherans January 2012 - Present
Wells Fargo Advisors 2007 - January 2012
Skills
Series 7, Series 63, Financial Advisory, Financial Services, Fixed Income, Investments, Mutual Funds, Securities, Trading, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Business Administration, Finance
Thrivent Financial 2015 - Present
Thrivent Financial for Lutherans January 2012 - Present
Wells Fargo Advisors 2007 - January 2012
Skills
Series 7, Series 63, Financial Advisory, Financial Services, Fixed Income, Investments, Mutual Funds, Securities, Trading, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Business Administration, Finance
Danny Dean's Thrivent Financial Experience August 1991 - Present
Job Thrivent Financial Wealth Advisor
Industry Financial Services
Experience
Thrivent Financial August 1991 - Present
Skills
Financial Planners, Retirement Planning, Wealth, Retirement, Investment Strategies, Asset Allocation, Securities, Financial Services, Long Term Care Insurance, Wealth Management..., Estate Planning, Term Life Insurance, Life Insurance, IRAs, Income Protection, Fixed Annuities, Investment Advisory, Asset Management, Wealth Accumulation, Variable Annuities, 401k, Investment Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Insurance, Personal Finance, Strategic Financial..., Long-term Care, Disability Insurance, Uniform Combined State..., FINRA, 401k Rollovers, Roth IRA, College Savings Plans, Pensions, Retirement Savings, Stocks, Financial Planning, Annuities, Insurance Planning, IRA's, Wealth Transfer, Long Term Care, Disability Income..., FINRASeries 63, FINRA Series 7, FINRA Series 6
Education
The University of Texas at San Antonio 1986 — 1989
BBA, Finance
Texas Tech University 1981 — 1982
Computer Science
Thrivent Financial August 1991 - Present
Skills
Financial Planners, Retirement Planning, Wealth, Retirement, Investment Strategies, Asset Allocation, Securities, Financial Services, Long Term Care Insurance, Wealth Management..., Estate Planning, Term Life Insurance, Life Insurance, IRAs, Income Protection, Fixed Annuities, Investment Advisory, Asset Management, Wealth Accumulation, Variable Annuities, 401k, Investment Management, Investments, Wealth Management, Financial Advisory, Mutual Funds, Insurance, Personal Finance, Strategic Financial..., Long-term Care, Disability Insurance, Uniform Combined State..., FINRA, 401k Rollovers, Roth IRA, College Savings Plans, Pensions, Retirement Savings, Stocks, Financial Planning, Annuities, Insurance Planning, IRA's, Wealth Transfer, Long Term Care, Disability Income..., FINRASeries 63, FINRA Series 7, FINRA Series 6
Education
The University of Texas at San Antonio 1986 — 1989
BBA, Finance
Texas Tech University 1981 — 1982
Computer Science
Aaron Krause's Thrivent Financial Experience April 2003 - March 2006
Job Director Brokerage Training at Waddell & Reed
Industry Financial Services
Experience
Waddell & Reed January 2014 - Present
Waddell & Reed August 2009 - December 2013
Ameriprise Financial Services, Inc. November 2007 - July 2009
Ameriprise Financial Services, Inc. March 2006 - November 2007
Thrivent Financial April 2003 - March 2006
Skills
Training, Training Delivery, Investments, Securities, Series 7, Series 66, IRA's, Retirement, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Options, Bonds, Wealth Management, Series 63, 401k, Financial Advisory, Investment Strategies, Investment Advisory
Education
University of Central Missouri 2001 — 2002
Master of Science, Aviation Safety
University of Central Missouri 1999 — 2001
Bachelor of Science, Aviation Management
Waddell & Reed January 2014 - Present
Waddell & Reed August 2009 - December 2013
Ameriprise Financial Services, Inc. November 2007 - July 2009
Ameriprise Financial Services, Inc. March 2006 - November 2007
Thrivent Financial April 2003 - March 2006
Skills
Training, Training Delivery, Investments, Securities, Series 7, Series 66, IRA's, Retirement, Financial Planning, Mutual Funds, Retirement Planning, Insurance, Options, Bonds, Wealth Management, Series 63, 401k, Financial Advisory, Investment Strategies, Investment Advisory
Education
University of Central Missouri 2001 — 2002
Master of Science, Aviation Safety
University of Central Missouri 1999 — 2001
Bachelor of Science, Aviation Management
Adam Inman's Thrivent Financial Experience September 2014 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial September 2014 - Present
JE Dunn Construction January 2005 - August 2014
JE Dunn Construction January 2004 - August 2014
Skills
Customer Service, Public Speaking, Project Planning, Research, Contract Management, Microsoft Word, Team Leadership, Construction, Microsoft Excel, Budgets
Education
University of Central Missouri 2000 — 2004
Bachelor, Construction Management
University of Central Missouri 2000 — 2004
Bachelor of Science (B.S.), Project Management
Thrivent Financial September 2014 - Present
JE Dunn Construction January 2005 - August 2014
JE Dunn Construction January 2004 - August 2014
Skills
Customer Service, Public Speaking, Project Planning, Research, Contract Management, Microsoft Word, Team Leadership, Construction, Microsoft Excel, Budgets
Education
University of Central Missouri 2000 — 2004
Bachelor, Construction Management
University of Central Missouri 2000 — 2004
Bachelor of Science (B.S.), Project Management
Nicholas A Taylor, CFP®, FIC's Thrivent Financial Experience November 2007 - Present
Job Financial Consultant with the North Oaks Group of Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial November 2007 - Present
Skills
Retirement Planning, Investment Strategies, Asset Allocation, Strategic Financial..., Insurance, Investments, Protection..., Estate Planning, College Education..., Wealth Management, FINRA Series 7
Education
The University of Kansas 2003 — 2007
Marketing, Marketing
Thrivent Financial November 2007 - Present
Skills
Retirement Planning, Investment Strategies, Asset Allocation, Strategic Financial..., Insurance, Investments, Protection..., Estate Planning, College Education..., Wealth Management, FINRA Series 7
Education
The University of Kansas 2003 — 2007
Marketing, Marketing
Debbie Hurwicz's Thrivent Financial Experience November 2002 - Present
Job Financial Associate with Thrivent
Industry Financial Services
Experience
Thrivent Financial November 2002 - Present
Thrivent Financial 2001 - 2015
Skills
Insurance, Retirement Planning, Strategic Planning, Budgets, Public Speaking, Customer Service, Financial Planning, Long-term Care, Finance, Life Insurance
Education
The American College 2009 — 2013
Chartered Finanical Consultant, Finance and Financial Management Services
Anchorage Community College
Associate of Science (A.S.), Dental Hygiene
University of Alaska Fairbanks
Associate of Science (A.S.)
Thrivent Financial November 2002 - Present
Thrivent Financial 2001 - 2015
Skills
Insurance, Retirement Planning, Strategic Planning, Budgets, Public Speaking, Customer Service, Financial Planning, Long-term Care, Finance, Life Insurance
Education
The American College 2009 — 2013
Chartered Finanical Consultant, Finance and Financial Management Services
Anchorage Community College
Associate of Science (A.S.), Dental Hygiene
University of Alaska Fairbanks
Associate of Science (A.S.)
Nick McGibbon's Thrivent Financial Experience August 2014 - Present
Job HighYield Research Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2014 - Present
Thrivent Financial June 2013 - August 2014
Ernst & Young September 2009 - April 2013
Harrison Street Real Estate Capital May 2007 - December 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, and Managerial and Organizational Behavior
University of Wisconsin-Madison - School of Business 2004 — 2008
BBA, Finance and Real Estate
Thrivent Financial August 2014 - Present
Thrivent Financial June 2013 - August 2014
Ernst & Young September 2009 - April 2013
Harrison Street Real Estate Capital May 2007 - December 2008
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Accounting, and Managerial and Organizational Behavior
University of Wisconsin-Madison - School of Business 2004 — 2008
BBA, Finance and Real Estate
Charlotte A. Pakan's Thrivent Financial Experience July 2013 - July 2013
Job Structured Asset Management, Inc. Paoli, PA
Industry Financial Services
Experience
Structured Asset Management, Inc. October 2013 - Present
Marshall Financial Group September 2013 - September 2013
Chestnut Investment Advisory August 2013 - August 2013
Thrivent Financial July 2013 - July 2013
Skills
Thoughtful, Critical..., Strategic Financial..., Creative Problem Solving, Attention to Detail, Leadership, Self-starting
Education
Villanova University
Master of Arts, Education Administration
The American College
Master of Science (MSFS), Financial Services
Concordia University Chicago
Bachelor of Arts, Master of Arts, Elementary Education
Structured Asset Management, Inc. October 2013 - Present
Marshall Financial Group September 2013 - September 2013
Chestnut Investment Advisory August 2013 - August 2013
Thrivent Financial July 2013 - July 2013
Skills
Thoughtful, Critical..., Strategic Financial..., Creative Problem Solving, Attention to Detail, Leadership, Self-starting
Education
Villanova University
Master of Arts, Education Administration
The American College
Master of Science (MSFS), Financial Services
Concordia University Chicago
Bachelor of Arts, Master of Arts, Elementary Education
David Heupel's Thrivent Financial Experience 2004 - 2011
Job Senior healthcare analyst at Thrivent Financial for Lutherans
Industry Investment Management
Experience
Thrivent Financial for Lutherans January 2012 - Present
Thrivent Financial 2004 - 2011
Redsky Partners 2002 - 2004
Lutheran Brotherhood 1999 - 2002
Dain Rauscher 1996 - 1999
Education
Trinity University 1987 — 1991
B.A., Business/Economics
Thrivent Financial for Lutherans January 2012 - Present
Thrivent Financial 2004 - 2011
Redsky Partners 2002 - 2004
Lutheran Brotherhood 1999 - 2002
Dain Rauscher 1996 - 1999
Education
Trinity University 1987 — 1991
B.A., Business/Economics
Carmen Behmer's Thrivent Financial Experience January 1995 - September 2000
Job EntryLevel Actuary
Industry Financial Services
Experience
John Hancock Financial Services September 2003 - December 2005
US Bancorp Asset Management July 2001 - August 2003
DWS Investments October 2000 - June 2001
Thrivent Financial January 1995 - September 2000
Education
University of Nebraska-Lincoln
Bachelor's Degree, Mathematics
The Art Institute of California-San Diego
Associate's Degree, Graphic Design
John Hancock Financial Services September 2003 - December 2005
US Bancorp Asset Management July 2001 - August 2003
DWS Investments October 2000 - June 2001
Thrivent Financial January 1995 - September 2000
Education
University of Nebraska-Lincoln
Bachelor's Degree, Mathematics
The Art Institute of California-San Diego
Associate's Degree, Graphic Design
Alan J Metz's Thrivent Financial Experience April 1999 - Present
Job Financial Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial April 1999 - Present
Schwans Home Food Service August 1983 - April 1999
Skills
Financials, Conservation Issues, Vineyard, Estate Planning, IRAs, Retirement Planning, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Roth IRA, Life Insurance, Disability Insurance
Education
The American College 2002 — 2006
University of Minnesota/Waseca,Mn 1979 — 1981
BS
Thrivent Financial April 1999 - Present
Schwans Home Food Service August 1983 - April 1999
Skills
Financials, Conservation Issues, Vineyard, Estate Planning, IRAs, Retirement Planning, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Roth IRA, Life Insurance, Disability Insurance
Education
The American College 2002 — 2006
University of Minnesota/Waseca,Mn 1979 — 1981
BS
Eric Zastrow's Thrivent Financial Experience July 2014 - November 2014
Job Junior Network Engineer with ITP at Radiology Associates of the Fox Valley
Industry Information Technology and Services
Experience
Information Technology Professionals - ITP November 2014 - Present
Thrivent Financial July 2014 - November 2014
SCA Americas May 2014 - July 2014
Town of Grand Chute March 2014 - May 2014
Calumet County Government June 2012 - December 2012
Skills
ASE Master Certified, 609 Certified to handle...
Education
Fox Valley Technical College 2011 — 2014
Associate's Degree, Network and System Administration/Administrator, 3.9 GPA
Universal Technical Institute of Illinois Inc 2003 — 2004
Diploma in Automotive Technology, Automobile/Automotive Mechanics Technology/Technician
Information Technology Professionals - ITP November 2014 - Present
Thrivent Financial July 2014 - November 2014
SCA Americas May 2014 - July 2014
Town of Grand Chute March 2014 - May 2014
Calumet County Government June 2012 - December 2012
Skills
ASE Master Certified, 609 Certified to handle...
Education
Fox Valley Technical College 2011 — 2014
Associate's Degree, Network and System Administration/Administrator, 3.9 GPA
Universal Technical Institute of Illinois Inc 2003 — 2004
Diploma in Automotive Technology, Automobile/Automotive Mechanics Technology/Technician
Wheaton Franciscan Healthcare
MultiCare Health System
Hoag Hospital
The MITRE Corporation
AFS Intercultural Programs
The Henry M. Jackson Foundation for the Advancement of Military Medicine
Society of Women Engineers
San Diego Zoo Global