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
Thrivent Financial 2014 - Present
SPLASH Products Inc. 2001 - 2013
Long Prairie Packing 1998 - 2001
Goldberger Foods, Inc. 1992 - 1998
Education
Bemidji State University 1985 — 1989
BS, Accounting
White Bear High School 1981 — 1984
Thrivent Financial May 2014 - Present
RedBuilt, LLC August 2012 - May 2014
P.F. Chang's China Bistro July 2007 - October 2012
Integrity Hardwood Floors July 2010 - October 2011
Skills
Marketing, Microsoft Office, PowerPoint, Social Media Marketing, Customer Service, Microsoft Word, Leadership, Microsoft Excel, Sales, Outlook, Event Planning, Team Leadership, Marketing Strategy, Process Scheduler, Social Networking, Training, Budgets, Strategic Planning, Market Research
Education
Boise State University 2006 — 2011
BBA, Entrepreneurial Management, Minor in Marketing
It Works Global July 2015 - Present
Thrivent Financial October 2014 - Present
National Recoveries, Inc. September 2012 - August 2014
Skills
Banking, Risk Management, Financial Services, Relationship Management, Call Centers, Proofreading, Microsoft Office, PowerPoint, Team Management, Administrative..., Office Management, Organizational..., Continuous Improvement, Security Clearance, Management, Leadership, Customer Service, Sales, Credit
Education
Bethel University
Rosemount High School
Thrivent Financial November 2014 - Present
Mersive June 2014 - October 2014
Thrivent Financial September 2010 - May 2014
EMC November 2000 - October 2003
Sybase February 1997 - October 2000
ING July 1990 - January 1997
Bank of New England December 1987 - June 1990
Electronic Data Systems July 1985 - November 1987
Skills
Salesforce.com, Client Service Oriented, Software Quality..., Securities License, FLMI, Series 6, Series 63, Status Tracking, Project Coordination, Microsoft Office, Close Attention to..., Building Relationships, Customer Support, Financial Services
Education
Boston University 1988 — 1990
partial Master of Business Administration (M.B.A.), Information Systems Management, GPA 3.9
Luther College 1981 — 1985
Bachelor's Degree, Mathematics and Management Information Systems, GPA 3.85 magna cum laude
J. J. Keller & Associates, Inc. August 2014 - Present
Self-employed Freelance - ID and CBT Developer March 2014 - August 2014
Thrivent Financial 2010 - February 2014
Aurora Health Care 2006 - 2010
Skills
CBT Development, Mobile Learning, ADDIE, Scripting, Technical Writing, Scribe Videos, Blended Learning, Storyline, Articulate Studio, Quizmaker, Articulate Engage, Captivate, PowerPoint, Windows Movie Maker, Pow Toon (scribe videos), Storyboarding, Microsoft Office, Prezi, Gamification Design, Instructional Design, Needs Analysis, E-Learning, Visio, Instructor-led Training, SnagIt, Training, Learning Management, Adult Education, Culinary Skills, Distance Learning, Leadership, Instructional Technology, Curriculum Design
Education
Capella University
Master of Education (M.Ed.)
ASTD
Blended Learning Certificate
University of Wisconsin-Oshkosh
Bachelor of Science (BS)
University of Wisconsin-Superior
Bachelor of Science (BS)
Thrivent Financial August 2004 - Present
Thrivent Financial June 2002 - August 2004
Skills
Asset Allocation, Investment Strategies, Retirement Accumulation..., Retirement Strategies, Retirement Distribution..., Risk Management, Life Insurance, Disability Income..., Education Funding, Long Term Care Insurance, Legacy Strategies, Estate Strategies, Charitable Strategies
Education
California State University-Chico
Bachelor of Science (BS), Business Administration, Option in Finance
Thrivent Financial August 2000 - Present
Skills
Investment Advisory, Investment Strategies, Investment Management, Return on Investment, Institutional..., Life Insurance, Term Life Insurance, Disability Insurance, Financial Analysis, Strategic Financial..., Financial Services, Risk Assessment, Risk Analysis
Education
Bradley University 1995 — 2000
Bachelor of Science (BS), Mechanical Engineering
Castaway Bay - Cedar Point February 2014 - Present
Seniors Helping Seniors(r) July 2014 - October 2014
Serving Our Seniors February 2013 - February 2014
Thrivent Financial 2014 - 2014
Thrivent Financial 2014 - 2014
Thrivent Financial 2014 - 2014
Home Instead Senior Care June 2011 - February 2013
Rite Aid April 2005 - June 2011
Skills
Community Outreach, Communication, Empathy, Telephone Skills, Computers, Listening to customers, Social Skills, Social Listening, Public Speaking, Compassion, Social Services, Customer Service
Education
Bowling Green State University-Firelands 2014 — 2015
Bachelor of Applied Science (BASc), Liberal Arts and Sciences/Liberal Studies
Bowling Green State University-Firelands 2013 — 2014
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Bowling Green State University-Firelands 2011 — 2013
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
BGSU-Firelands 2009 — 2011
Associate of Arts and Sciences (AAS), Human Services, General
Sandusky High School 1982 — 1986
LRS...Architecture October 2014 - Present
Thrivent Financial September 2013 - October 2014
Delta Gamma June 2011 - February 2014
Direct Technology September 2011 - 2013
Skills
Event Planning, Social Media, Public Speaking, Marketing, Social Media Marketing, Team Building, Microsoft Office, Microsoft Excel, Team Leadership, Event Management
Education
California State University-Sacramento 2007 — 2011
Communication Studies, Public Relations
Folsom High School
Thrivent Financial December 2011 - Present
Wells Fargo March 2006 - August 2011
Citi March 2006 - March 2008
Bank of America March 1998 - March 2004
Skills
Retirement Strategy, Financial Recovery..., College Education..., IRAs, Long-term Care, Non-profit Volunteer, FINRA Series 7, FINRA Series 6, FINRA Series 63, FINRA Series 65
Education
The American College 2014 — 2016
Enrolled, Certified Financial Planner
Licenses Held 2006 — 2014
Finra Series 7, Finra Series 6, Finra Series 63, Finra Series 65, Registered Representative/Agent
East Carolina University 2005 — 2006
Ceritficate, Middle School Language Arts
California State University-Long Beach 1986 — 1991
Bachelor of Arts (BA), Public Relations, Advertising, and Applied Communication
Officer Candidate School- United States Marine Corps 1990 — 1990
Officer Candidate, Platoon Leader Class
Knight Insurance Group January 2015 - Present
Knight Insurance Group April 2014 - January 2015
Knight Insurance Group July 2011 - April 2014
Farmers Insurance January 2011 - July 2011
Farmers Insurance March 2008 - January 2011
Thrivent Financial May 2007 - March 2008
Skills
Insurance, Underwriting, Claims Management, Financial Analysis, Property & Casualty..., Microsoft Office, Software Project..., Client Presentation, Management, Data Analysis, Commercial Insurance, Product Management, Marketing Strategy, Microsoft Excel, Personal Lines Auto, Program Management, Leadership, Analytics, Claim, Risk Management, Reinsurance, Executive Management, Casualty, Liability, General Insurance, Employee Benefits, Legal Liability, Financial Risk, Analysis, Professional Liability, Workers Compensation, Excess, Life Insurance, Health Insurance, Financial Services, Commercial Lines, Actuarial Science, Brokers, Inland Marine, Litigation Management, Employment Practices..., Training, Umbrella Insurance, Fixed Annuities, Business Strategy, Commercial Li, Contract Negotiation, Strategic Planning, Project Management, Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
California Lutheran University 2005 — 2007
Bachelors, Business Administration / Finance, Cum Laude
Thrivent Financial March 2014 - Present
Thrivent Financial for Lutherans June 2013 - Present
Front Porch, Inc. December 2009 - March 2010
Tuolumne County Visitor's Bureau August 2009 - November 2009
Blackwater USA 2006 - 2008
DynCorp International 2005 - 2006
United States Army August 1999 - November 2003
Education
California State University-East Bay 2011 — 2013
Bachelor of Science (B.S.), Business and Administration, Finance & Real Estate
Webster High School, Webster, South Dakota 1995 — 1999
Diploma
The National Bank & Trust Company July 2006 - Present
Kohl's Department Stores November 2003 - July 2006
Navy Marine Corps Relief Society June 1992 - June 2002
Thrivent Financial 1983 - 2002
Thrivent Financial 1983 - 2002
Skills
Loans, Consumer Lending, Retail Banking, Banking, Small Business Lending, Commercial Banking, Deposits, Credit, Loan Origination, Mortgage Lending, Credit Analysis, Cash Management, Mortgage Banking, Refinance, Financial Analysis, Wealth Management, Underwriting, Finance, Mutual Funds, Investments, Loan Servicing, Lines Of Credit, Commercial Lending
Education
Campbell University 1990 — 1993
Bachelor of Applied Science (BASc), Sociology
Illinois State University 1970 — 1972
Baker Tilly Virchow Krause, LLP June 2015 - Present
Blue Cross Blue Shield of Massachusetts June 2014 - November 2014
Thrivent Financial February 2011 - June 2013
Skills
New Business Development, Financial Services, Analytics, Market Research, Business Development, Financial Modeling, Financial Analysis, Valuation, Marketing, Strategy, Running, Finance, Analysis, Competitive Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2013 — 2015
Master of Business Administration (MBA), Product and Brand Management
University of St. Thomas - Opus College of Business 2006 — 2010
Bachelor of Arts (B.A.), Finance
HealthPartners April 2015 - Present
Apple Inc. October 2009 - Present
Regis Corporation July 2013 - April 2015
Gillette Children's Specialty Healthcare June 2009 - July 2013
Aviva February 2008 - June 2009
Aviva Life Insurance Company February 2008 - June 2009
Thrivent Financial September 2007 - November 2007
Accenture July 2005 - June 2007
Accenture at Best Buy 2005 - 2007
Accenture July 2004 - July 2005
Skills
Process Consulting, Business Process Design, ITIL, Process Improvement, Software Documentation, Windows, Information Technology, Business Process..., Vendor Management, Business Analysis, Change Management, Requirements Analysis, IT Management, Service Management, Incident Management, Requirements Gathering, SDLC, Leadership, Business Process, Visio, IT Service Management, Management, Analysis, Integration, Networking, Enterprise Software, IT Strategy, Training, Program Management, Technical Support, IT Operations, Disaster Recovery, Data Center, Operations Management, Operating Systems, Business Intelligence, Cross-functional Team..., Project Management, CRM, PMP, Troubleshooting, Team Leadership, Project Portfolio..., Software Project..., Security, Service Delivery, Infrastructure, Governance
Education
California Baptist University 1985 — 1987
BSc, Business Admin, 3.03 GPA
Alameda High School 1967 — 1971
Diploma, General Ed, Honor Roll
Thrivent Financial July 2008 - Present
Skills
Retirement, Wealth Management, Retirement Planning, Fixed Annuities, Financial Advisory, Mutual Funds, Investment Advisory, Public Speaking, Customer Service, Asset Allocation, Portfolio Management, 401k, Financial Planners, Investment Strategies, IRAs
Education
The University of South Dakota 2005 — 2006
Master of Business Administration (M.B.A.)
Black Hills State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Thrivent Financial June 2015 - Present
Bethel University May 2014 - May 2015
Hewins Financial Wipfli Hewins January 2015 - March 2015
Wells Fargo January 2015 - January 2015
Compass Financial Group May 2014 - August 2014
Skills
Public Speaking, Strategic Planning, Volunteer Management, Customer Service, Team Development, Management, Leadership Development, Leadership, Event Planning, Community Outreach, Student Development, Economics, Finance, StrengthsFinder, MBTI, Teamwork, Financial Analysis, Fundraising, Team Building, Team Leadership, Microfinance
Education
Bethel University 2011 — 2015
Bachelor's Degree, Economics and Finance
Thrivent Financial September 2014 - Present
Tritec Marketing May 2010 - April 2014
JEM Technical January 2010 - April 2014
Allstate 2008 - 2010
JEM Technical January 2007 - December 2008
Wall Street Financial Group January 2004 - January 2007
Focus Financial December 2002 - October 2003
NetWorth 2002 - 2002
Morgan Stanley 2000 - 2002
JEM Technical January 1994 - April 2000
Education
Berklee College of Music 1990 — 1993
Songwriting Major
Thrivent Financial June 2014 - Present
AppleOne April 2011 - June 2014
Macy's August 2010 - May 2011
Cazenovia College January 2009 - May 2010
P.E. Mulligan's August 2002 - May 2010
Cazenovia College August 2005 - August 2008
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Recruiting, Customer Service, PowerPoint, Time Management, Retail, Outlook, Human Resources, Training, Event Planning, Public Speaking, Marketing, Event Management, Research, Social Networking, Adobe Creative Suite, Data Entry
Education
Cazenovia College 2004 — 2008
BFA, Visual Communications
Canterbury Christ Church University 2006 — 2006
BFA, Graphic Design
Thrivent Financial June 2014 - Present
Thrivent Financial May 2013 - Present
Cardinal Pump June 2012 - August 2012
Skills
Marketing, Facebook, Leadership, Public Speaking, Passion for Success, Market Research, E-commerce, Microsoft Excel, Social Media Marketing, Creativity, Discipline, CRM databases, Logo Design, Teamwork, Time Management, Social Networking, Social Media, Efficiency, Presentations, Marketing Strategy, Marketing Research, Event Planning, Online Marketing, Critical Thinking, Training, Salesforce.com, Volunteer Management, Public Relations, Marketing Communications, Fundraising, Nonprofits, Advertising, Team Leadership, Newsletters, Writing
Education
Bethel University 2010 — 2014
Bachelor's degree, Marketing
Wheaton Academy 2006 — 2010
Thrivent Financial May 2008 - Present
GTECH 1997 - 2008
Skills
Strategic Planning, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Sales, New Business Development, Finance, Sales Management, Training, Financial Reporting, Accounting
Education
Baldwin-Wallace College 2004 — 2005
MBA, Accounting, Finance
Kaplan Financial Education
Certified Financial Planner
Southern New Hampshire University January 2015 - Present
Optum October 2011 - Present
Rasmussen College January 2011 - January 2014
UnitedHealth Group November 2005 - October 2011
Thrivent Financial 2000 - 2004
Skills
Data Analytics, SAS Certified Base..., SAS, Testing, Requirements Analysis, Business Analysis
Education
Bellevue University
Master of Science (MS), Computer Information Systems
University of Wisconsin - Oshkosh
Bachelor of Business Administration (BBA), Management Information Systems, General
Career Education Corporation April 2010 - February 2013
Thrivent Financial 2001 - 2010
Skills
Recruiting, Interviews, Networking, Teamwork, College Recruiting, PeopleSoft, Resume Writing, Leadership, Training, Customer Service, Human Resources, Applicant Tracking..., Time Management, Onboarding, Staff Development, Team Building, Software Documentation, Leadership Development, Management, Public Speaking
Education
Benedictine University 1999 — 2009
B.A
East Leyden High School 1995 — 1999
Starbucks August 2015 - Present
Thrivent Financial March 2014 - May 2015
Sunrise Banks May 2009 - March 2014
Neighborhood House June 2007 - December 2008
Jeff Anderson & Associates January 2003 - June 2007
Sexual Abuse Prevention Network (now NAPSAC) January 2003 - June 2007
United States Senate February 2001 - December 2002
Bridgewater State College 1999 - 2000
Skills
Event Planning, Outlook, Research, Non-profits, Microsoft Excel, Microsoft Office, Fundraising, Public Speaking, Editing, Data Entry, PowerPoint, Microsoft Word, Event Management, Customer Service, Mee, Board Relations, Databases, Travel Management, Schedules, Calendaring, Virtual Assistance, Executive Support, GTD, Nonprofits, Higher Education, Banking, Administrative..., Spanish, Community Outreach
Education
Bridgewater State College 1999 — 2001
2001, Poilical Science & Economics
Minnesota State University, Akita 1998 — 1998
Thrivent Financial April 2014 - Present
Berkadia Commercial Mortgage LLC April 2011 - February 2012
Cushman & Wakefield October 2008 - February 2011
PM Realty Group January 2005 - September 2008
PM Realty Group 2005 - 2008
The Woodmont Company March 2000 - December 2004
Ripco Real Estate Corp. November 1996 - February 2000
Enterprise Rent A Car 1992 - 1994
Skills
Real Estate, Market Research, Budgeting, Investments, Market Analysis, Financial Services, Charitable Giving
Education
Bryant University 1989 — 1992
1992, Business Administration and Marketing
Bryant University 1988 — 1992
Bachelor of Science (BS), Business Administration / Marketing
Thrivent Financial December 2006 - Present
Skills
FINRA Series 7, FINRA Series 6, FINRA Series 63, FINRA Series 66, FIC (Fraternal..., CLTC (Certified in..., Retirement Distribution..., Legacy Strategies, Risk Management, Investment Strategies
Education
Bismarck State College
University of Northern Colorado
Bachelor's degree, Social Sciences
Wing High School
SharePoint Credit Union January 2009 - Present
Topline Federal Credit Union June 2005 - October 2008
Thrivent Financial March 2004 - May 2005
Skills
Senior Executive..., Executive Management, Consumer Lending, Loans, Compliance, Strategic Planning, Policies and procedures, Contract Negotiation, Finance, Credit, Underwriting, Team Leadership, Branch Banking, Business Development, Federal and State..., Project Implementation, Credit Unions, Banking, Small Business, Accounting, Commercial Real Estate, Mortgage Lending
Education
Benedictine University 1995 — 1997
MBA, Accounting and Financial Management
Iowa State University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance
Geneva High School
Cox Communications August 2014 - Present
The Wichita Eagle September 2010 - April 2014
The Wichita Eagle July 2005 - September 2010
Thrivent Financial 2002 - 2005
Corporate Lodging Consultants 1999 - 2002
Skills
Circulation, Newspaper, Circulation Management, Audience Development, Customer Relations, Subscription, Customer Acquisition, Publishing, Direct Mail, Publications, Management, Newspapers, Email Marketing, Customer Service, Marketing
Education
Fort Hays State University 2014 — 2016
Bachelor of Business Administration (B.B.A.), Management
Butler County Community College 2011 — 2013
Associate of Science (A.S.), Business Administration and Management, General
VCPI May 2015 - August 2015
Thrivent Financial May 2014 - May 2015
Thrivent Financial for Lutherans May 2013 - May 2014
Millwork Distributors Inc June 2012 - May 2013
Rocky Rococo's Pizza and Pasta January 2012 - May 2012
United States Air Force June 2006 - October 2011
Festival Foods March 2005 - June 2006
Skills
Windows 7, Computer Hardware, Customer Service, XP, Access, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Inventory Management, Outlook, Troubleshooting, Visio, Software Documentation, Windows, Security, System Administration
Education
Fox Valley Technical College 2012 — 2014
Network Systems Administration, Information Technology
Brensten Education 2011 — 2012
Defense Language Institute 2006 — 2008
Korean basic course
United Capital Private Wealth Counseling July 2013 - Present
United Capital Private Wealth Counseling July 2013 - Present
Girard Securities February 2006 - Present
United Capital Financial Partners, Inc February 2006 - January 2013
Thrivent Financial October 1998 - July 2005
Skills
Investments, Asset Allocation, Strategic Financial..., Retirement, Asset Management, Equities, Financial Services, Securities, Financial Advisory, Alternative Investments, Investment Strategies, Wealth Management, Mutual Funds, Wealth, Financial Planning, Financial Analysis, Management
Education
California State University-Stanislaus
Bachelor's degree, Psychology
Modesto Junior College
Associate's degree, General Education
Thrivent Financial September 2011 - Present
Persona Custom Clothing August 2012 - Present
Thyme In Our Kitchen June 2010 - Present
Wells Fargo Bank April 2011 - September 2011
Thrivent Financial August 2009 - April 2011
Genesis10 January 2009 - March 2011
UnitedHealth Group January 2009 - July 2009
Ingenix Consulting January 2009 - July 2009
St. Cloud State University August 2008 - December 2008
The Schwan Food Company May 2005 - May 2008
Skills
Business Analysis, Process Improvement, Project Management, Strategic Planning, Leadership, Change Management, Program Management, Team Leadership, Team Building, Data Analysis, Analysis, Budgets, Business Process..., Cross-functional Team..., Public Speaking, Microsoft Excel, Management, Project Planning, Training, Business Development, Consulting, Business Strategy, Marketing Strategy, Management Consulting, Financial Analysis, Risk Management, Analytics, PMP, Business Intelligence, Business Planning, New Business Development, CRM, Forecasting, Coaching, Operations Management, Strategy, Customer Service, Sales, Marketing, Finance, Microsoft Office, Integration
Education
St. Cloud State University 2007 — 2008
MBA
Brigham Young University - Idaho 1999 — 2005
BS, Business Administration and Management, General
Thrivent Financial April 2008 - Present
Ameriprise Financial Services, Inc. June 1994 - October 2007
Skills
Life Insurance, Financial Services, Product Marketing, Project Management, Instructional Design, Training, Building Relationships, Customer Experience, Disability Income..., Series 6, CLU
Education
Bethel University
University of Minnesota-Duluth
Thrivent Financial May 2015 - Present
Target September 2012 - May 2015
U.S. Bank October 2010 - March 2012
U.S. Bank 2010 - 2012
Archway Marketing Services August 2009 - November 2010
IIF Data Solutions November 2005 - June 2009
PC Service Source 1995 - 2000
Skills
Proposal Writing, Proposal Management, Proposal Preparation, Proposal Creation, Writing Skills, Microsoft Office, Microsoft Office 2007
Education
University of Minnesota-Twin Cities 1989 — 2013
Bachelor's Degree, Economics
Baylor University 1987 — 1989
general studies, no degree, General studies
AIG January 2013 - Present
CERIDIAN CORPORATION January 2011 - January 2013
Thrivent Financial April 2008 - September 2010
MoneyGram International 2010 - 2010
GMAC Rescap April 2003 - April 2008
Metris Companies Inc 1998 - 2003
K’S MERCHANDISE, INC 1989 - 1998
HEARTLAND FEDERAL, INC. / LANDMARK SERVICES INC 1983 - 1989
KPMG 1980 - 1983
Skills
Data Warehousing, Enterprise Architecture, Vendor Management, Project Portfolio..., SDLC, Program Management, Risk Management, Business Intelligence, Data Integration, Mortgage Analytics, Supply Chain Management, Business Analytics, Cognos, Business Objects, Operations Research, SAP ERP, Oracle E-Business Suite, Agile Methodologies, Analysis, Leadership, Strategic Planning, IT Strategy, Process Improvement, ETL, Business Process..., Integration, Analytics, Project Management, Change Management, Strategy, Six Sigma, Management, CRM, Requirements Gathering, Software Development, Business Analysis, Project Planning, Master Data Management, Finance
Education
University of Michigan College of Engineering 2010 — 2010
Certificate
Northwestern University - Kellogg School of Management 1988 — 1989
University of Illinois at Urbana-Champaign 1987 — 1989
MBA, Operations Reseach, 5
Ball State University
Bachelor's degree, Accounting
Thrivent Financial October 2013 - Present
Door County Visitor Bureau January 2013 - December 2013
SBR of Door County April 2006 - September 2013
Skills
Sales, Account Management, Leadership, Management, Team Leadership, Business Development, Customer Service, Social Networking, Financial Analysis, Social Media
Education
Ball State University 1999 — 2002
Bachelor's degree, General Studies
Hanover College 1998 — 1999
Columbus East HS 1994 — 1998
Thrivent Financial April 2014 - Present
Thrivent Financial May 2012 - April 2014
Thrivent Financial December 2006 - May 2012
Fraser School May 2005 - November 2006
Twin Cities Business magazine January 2005 - May 2005
Randstad June 2003 - January 2005
Skills
Data Analysis, Marketing, Research, Program Management, Event Planning, Proofreading, Editing, Sales, Management, Marketing Communications, Team Leadership, Change Management
Education
Capella University 2011 — 2013
Master's, Industrial and Organizational Psychology
University of Saint Thomas 2001 — 2005
Bachelor's, Psychology and English
Faribault High School 1997 — 2001
Diploma
Thrivent Financial April 2005 - Present
Skills
Retirement, Investments, Retirement Planning, Series 7, Fixed Annuities, Estate Planning, Mutual Funds, Strategic Financial..., Financial Advisory, Investment Advisory, Asset Allocation, Investment Strategies, Series 63, Financial Services, Insurance, Securities, Life Insurance, Uniform Combined State..., Portfolio Management
Education
Bloomsburg University of Pennsylvania 2001 — 2004
Bachelor of Science (B.S.), Business Administration
Health Care REIT April 2015 - Present
HCR ManorCare May 2014 - March 2015
HCR ManorCare May 2011 - May 2014
University of Toledo January 2011 - May 2011
Thrivent Financial September 2006 - May 2010
Skills
Valuation, Business Analysis, Word, Bloomberg, Financial Analysis, Excel, Investments, Bloomberg Terminal, Financial Reporting, Financial Modeling, Corporate Finance, Personal Finance, Capital Markets, Capital, Capital Budgeting, Investment Advisory, Investment Strategies, Cash Flow, Sales, Presentations, Direct Sales, Microsoft Office, Quantitative Research, Ratios, Retirement Planning, Market Analysis, Healthcare, Healthcare Analytics, Mergers & Acquisitions, Portfolio Management, Analysis, Data Analysis, Management, Microsoft Excel, Finance, Managerial Finance, Strategic Financial..., Accounting, Budgets, PeopleSoft, Asset Management, Critical Thinking, PowerPoint, Outlook, Building Relationships, Variance Analysis, GAAP, Financial Accounting, Cost Accounting, Fixed Assets
Education
University of Toledo 2010 — 2012
Master of Business Administration (MBA), Finance, General, 3.97
Bowling Green State University 2002 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
Thrivent Financial 2012 - Present
Amgen 1996 - 2012
Skills
Retirement Planning, 401k Rollovers, Investment Strategies, Life Insurance, Financial Analysis, Wealth Management, IRAs, Long Term Care Insurance, Mutual Funds, Estate Strategies
Education
California Lutheran University 1992 — 1996
Bachelor of Science (BS)
Thrivent Financial 2011 - Present
Downtown Perrysburg Inc. August 2011 - Present
Hungry Howie's Pizza, Inc. September 2003 - Present
Skills
Investments, Retirement distribution..., Retirement strategies, Charitable strategies, Education funding, Estate strategies, Risk management, Asset allocation, Small Business..., Asset Allocation, Retirement, Life Insurance
Education
Bowling Green State University 2000 — 2003
Bachelor of Science (BS), Financial Planning and Services
Perrysburg High School 1994 — 1999
HP April 2008 - Present
Capital Institutional Services April 2007 - April 2008
Thrivent Financial May 2006 - December 2006
TRW Automotive February 2003 - April 2006
Lear Corporation June 2000 - February 2003
EDS Group June 1997 - June 2000
Skills
Analysis, Forecasting, Pricing, Budgeting, Costing, MIS, Balance, Cost, Financial Analysis, Process Improvement, Risk Management, Strategic Planning, Competitive Analysis, Financial Modeling, Excel, Six Sigma, Financial Reporting, Modeling, Budgets, IT Outsourcing
Education
Calvin College 1994 — 1997
BA, Business-Finance
Thrivent Financial June 2006 - Present
Skills
Retirement Planning, Strategic Financial..., Life Insurance, Investments, Wealth Management, Long Term Care Insurance
Education
Boston University 2011 — 2012
Certificate in Financial Planning, Financial Planning and Services
The American College 2007 — 2007
FIC, Fraternal Insurance Counselor
Florida Southern College 2001 — 2005
Bachelor of Science (BS), Marketing Management
Thrivent Financial
Skills
Financial Services, Investment Strategies, Retirement Income..., Financial Analysis, Education Funding, Life Insurance, Disability Insurance, Long-term Care, IRAs, 401k, Finance, Charitable Gift...
Education
California State University-Northridge
Bachelor of Arts (BA)
Thrivent Financial September 2008 - Present
American Heart Association October 2009 - Present
Eau Claire Academy September 2007 - January 2008
Skills
Corporate Safety and..., Public Safety, Criminal Justice, American Heart..., Lean Thinking, Six Sigma, Microsoft Office, Physical Security, Security Audits, Security Management, Security Operations, CCTV, Surveillance, Access Control, Team Leadership, Team Building, Training, Risk Assessment, First Aid, Management, Customer Service, Leadership, Security
Education
Capella University 2012 — 2015
Master of Science (MS), Leadership and Strategies, 3.5
Capella University 2008 — 2010
Bachelor's degree, Public Safety-Criminal Justice, 3.25
Chippewa Valley Technical College 2005 — 2008
Associate of Arts (AA), Criminal Justice-Police Science and Skills Training., 3.0
University of Wisconsin-Stout 2001 — 2003
NA, General Education, 2.5
Swetnam Farm July 2004 - Present
Gratia Financial January 2013 - Present
Thrivent Financial March 2010 - May 2012
Christ Covenant Church July 2006 - February 2009
Genzyme January 2005 - October 2007
Wyeth (Pfizer) January 1988 - December 2004
Cross Point January 1989 - December 1994
Soft Print Communications October 1985 - December 1987
Maranatha Christian Churches July 1982 - December 1987
Trans World Airlines February 1979 - August 1981
Skills
Sales Specialist, Performance Advisor, Personal Advisor, Confidential, Life & Financial Advisor, Fiduciary, Life Coaching, Health & Nutrition, Biblical Counselor, Creativity, Ideas & Solutions, Relationship Management, Budgeting, Financial Planning, Retirement Planning, Insurance & Investments, Risk Diligence, Troubleshooting, Family Business, Business Ethics, Public Speaking, Group Presentations, Strategic Planning, Leadership, Team Building, Social Media, Social Networking, WordPress Design
Education
Calvary Bible College and Theological Seminary
Master of Arts (M.A.), Grad Student - Biblical Counseling
University of Missouri-Columbia 1975 — 1982
Bachelor of Science, Major in Biochemistry • Minor in Nutrition
Thrivent Financial September 2013 - Present
Buddy's Kitchen, Inc. January 2009 - January 2011
Skills
Analysis, Investments, Microsoft Excel, Business Strategy, Account Management, Time Management, PowerPoint, Social Media Marketing, Cold Calling, Financial Analysis, Leadership, Public Speaking, Team Leadership, Strategic Planning, Marketing, Market Research, Budgets, Marketing Strategy, Event Planning, Team Building, Marketing Communications
Education
Bethel University 2007 — 2011
Bachelor of Arts - Business
Thrivent Financial 2008 - Present
PAWIC June 1996 - December 2008
Assurance Partners Bank May 1999 - March 2003
Westfield Insurance and Business Partners June 1992 - May 1999
Monarch Financial Group 1989 - 1992
Skills
Investment Advisory, Investments, Trading, Risk Management, Retirement Planning, Wealth Management, Public Speaking, Team Building, Process Improvement, Change Management, Financial Strategies, Portfolio Strategies, Insurance Strategies, Team Leadership, Finance
Education
Butler University - College of Business Administration 1989 — 1992
Bachelor of Science (BS)
Earlham College 1987 — 1989
The American College
Success Computer Consulting October 2004 - Present
Thrivent Financial January 2002 - October 2004
Lutheran Brotherhood 2000 - January 2002
Skills
Firewalls, Virtualization, Servers, VPN, Active Directory, Powershell, Disaster Recovery, Network Security, VMware, Network Administration, Hyper-V, Windows Server, Cloud Computing, WAN, VDI, Troubleshooting, DNS, VMware ESX, Microsoft Exchange, Managed Services, Data Center, Microsoft Technologies, Windows 7, Computer Hardware, System Administration, Team Leadership, Group Policy, Switches, SAN, TCP/IP, IT Management, Storage, Network Design, VMware Infrastructure, vSphere, Windows, Windows Server 2008, Microsoft Office, Windows Server 2003, Problem Solving, Business Analysis, DHCP, Routers, Software Installation, Deployment, Server Architecture
Education
Brown College 1999 — 2000
Certificate, PC/LAN
Mayer 1995 — 1999
Thrivent Financial 2009 - Present
Robinson Ranch Golf 2007 - 2008
Sears Holdings Corporation October 2003 - December 2007
Education
California State University-Northridge 2006 — 2009
B.A., Business
College of the Canyons 2003 — 2005
Symbio Financial Partners (LPL Financial) 2014 - 2015
Thrivent Financial 2013 - 2014
MetLife 2010 - 2012
Ameriprise Financial Services, Inc. 2001 - 2010
Ameriprise Financial Services, Inc. 1990 - 2001
Skills
People Leadership, Leader Development, Consultative Selling, Behavioral Advice, Situational Leadership, Comprehensive Planning, 401k, Investment Advisory, Life Insurance, Financial Planning, Tax-advantaged..., College Funding..., Estate Planning, Retirement Plan..., Retirement Income..., Retirement Planning, Management, Investments
Education
California State University Stanislaus
Bachelor of Arts (B.A.), Business/Managerial Economics
The American College
Certified Financial Planner™, Finance and Financial Management Services
VALIC August 2010 - Present
WestPoint Financial Group May 2009 - August 2010
AXA Advisors September 2006 - May 2009
Thrivent Financial June 2002 - September 2006
Lambda Chi Alpha 1993 - 2003
Simon Property Group August 1995 - June 2002
Skills
Financial Services, Retirement Planning, Retirement, Securities, Employee Benefits, Finance, Accounting, Strategic Financial..., Microsoft Office, Commercial Lending, Financial Analysis, Customer Service, Insurance, Series 7, Investments
Education
Butler University 1983 — 1987
Accounting
Elkhart Memorial H.S 1980 — 1983
MHS Advisory Services, LLC September 2011 - Present
Thrivent Financial August 2009 - September 2011
PFI June 2005 - July 2009
Piper Jaffray October 1999 - May 2005
Piper Jaffray October 1986 - October 1999
Skills
Wealth Management, Investments, Capital Markets, Portfolio Management, Finance, Estate Planning, Strategic Financial..., Series 7, Leadership, Management, Fixed Income, Asset Allocation, Asset Management
Education
Yale University 1982 — 1986
B.A., Economics
Boston University 2009 — 2011
Financial Planning
Thrivent Financial May 2010 - Present
Baylor Men's Basletball September 2007 - May 2010
Skills
Retirement, Mutual Funds, Life Insurance, Fixed Annuities, Securities, Finance, Investment Strategies, Personal Finance, Insurance, IRAs, Investment Advisory, Retirement Planning, Financial Advisory, Financial Services, Asset Allocation, 401k, Investment Management, Disability Insurance, Wealth Management, FINRA Series 7, FINRA Series 66, Estate Strategies, Strategic Planning
Education
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Finance, Economics
Regents School of Austin 2005 — 2006
Bowie High School 2002 — 2005
Thrivent Financial June 2015 - Present
CALIBRE Systems, Inc. October 2008 - March 2014
e-Execution, Inc. June 2007 - March 2009
PricewaterhouseCoopers LLP (PwC) March 2003 - June 2007
Office of the Under Secretary of Defense (Comptroller) February 1992 - September 2002
US Army, US Army Reserve & Army National Guard August 1968 - September 1998
Skills
Policy, Strategy, Management Consulting, Government, DoD, Program Management, Management, Leadership Development, Managerial Finance, Defense, Strategic Planning, Budgets, Leadership, Military, Internal Controls, Government Contracting, Process Improvement, Project Management, Analysis, Business Process..., Change Management, Risk Management, Financial Analysis, Proposal Writing, Executive Management, Finance, Consulting, Security Clearance, Business Process..., PMP, Team Building, Project Planning, Strategic Communications, Business Intelligence, Organizational..., Business Strategy, Cross-functional Team..., Executive Coaching, Governance, Organizational..., Nonprofits, Training, Restructuring, Federal Government, Operations Management, Team Leadership, Financial Management..., Mergers, Business Planning, Resource Management
Education
Boston University 2014 — 2014
Professional Fundraising Certificate Program, Not-for-Profit Fundraising, A
California Coast University 1984 — 1986
Ph.D., Management
The Eisenhower School / Industrial College of the Armed Forces 1983 — 1984
Diploma, Military Resource Management
Syracuse University 1975 — 1976
MBA, Management (Military Comptrollership)
Butler University 1973 — 1974
Ed.M., School Administration
Boston University 1969 — 1970
Secondary School Administration/Principalship
University of Washington, Michael G. Foster School of Business 1966 — 1968
BABA, Finance
Wenatchee Valley College 1964 — 1966
AA, Business Administration
Thrivent Financial July 2014 - Present
Thrivent Financial February 2010 - July 2014
Thrivent Financial for Lutherans June 2008 - February 2010
American Hardware Manufacturers Association January 2008 - June 2008
American Society of Home Inspectors (ASHI) August 2004 - January 2008
Join Hands Day December 1999 - July 2004
American Fraternal Alliance January 1997 - July 2004
Slovene National Benefit Society (SNPJ) December 1993 - January 1997
Morning Journal (Lisbon, Ohio) March 1993 - December 1993
Skills
Sales, Non-profits, Public Speaking, Leadership, New Business Development, Event Planning, Public Relations, Fundraising, Strategic Planning, Event Management, Social Media, Customer Service, Marketing, Management, Team Building, Volunteer Management, Leadership Development, Business Development, Marketing Communications, Coaching, Community Outreach, Media Relations, Nonprofits, Recruiting, Budgets, Social Networking, Press Releases, Online Advertising, Training, Advertising, Time Management, Research, Microsoft Office, Social Media Marketing, Project Management, Email Marketing, Member Relations, Negotiation, Newsletters, Editing, PowerPoint, Account Management, Team Leadership, Marketing Strategy
Education
University of Wisconsin-Oshkosh 2013 — 2014
Master of Business Administration (M.B.A.)
Bowling Green State University 1988 — 1992
BA, Communications
Leetonia High School 1984 — 1988
Diploma, College Prep
Thrivent Financial April 2014 - Present
Skills
Non-profits
Education
Bemidji State University 2004 — 2009
Bachelor of Arts, Political Science
Prior Lake High School
Thrivent Financial September 2005 - Present
Skills
Retirement Planning, IRAs, Retirement, Series 7, Uniform Combined State..., Fixed Annuities, Mutual Funds, Insurance, Investments, Wealth Accumulation, 401k, Asset Allocation, Disability Insurance, Estate Planning, Financial Advisory, Financial Planners, Financial Services, Investment Advisory, Investment Strategies, Life Insurance, Long Term Care Insurance, Long-term Care, Personal Financial..., Strategic Financial..., Wealth Management
Education
California State University-Long Beach - College of Business Administration 1977 — 1981
Bethesda Lutheran Communities June 1994 - Present
Bethesda Lutheran Communities June 1994 - April 2015
Thrivent Financial 1990 - 1994
Boehringer Mannheim 1980 - 1990
Skills
Community Outreach, Leadership, Nonprofits, Compassion, Fundraising, Volunteer Management, Program Development, Grant Writing, Public Speaking, Grants, Event Planning, Community Development, Public Relations, Philanthropy, Customer Service, Strategic Planning, Non-profit..., Marketing, Leadership Development, Board Development, Non-profits, Budgets, Event Management
Education
Baldwin Wallace University 1983 — 1985
Business Administration and Management, General
Cuyahoga Community College 1979 — 1983
Associate's degree, Business Administration and Management, General
Thrivent Financial December 1993 - Present
Emma B. Howe YMCA August 2011 - December 2014
NAIFA Minnesota 2005 - 2012
Skills
CFP® (Certified..., Series 7, Series 63, Asset allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment strategies, Risk management, Education funding, Estate strategies, Charitable strategies
Education
Bemidji State University 1984 — 1989
Business Administration, Marketing
LWLC April 2015 - Present
Aon Hewitt Retiree Health Exchange - Health Insurance Exchange March 2014 - Present
Aon Hewitt Retiree Health Exchange - Health Insurance Exchange August 2011 - Present
Salvation Army Golden Diners October 2010 - August 2011
Living Waters Lutheran Church February 2008 - August 2011
Customer Relationship Consulting August 2003 - August 2011
Living Waters Church February 2008 - April 2010
Follett Software June 2007 - April 2009
Thrivent Financial September 2005 - June 2007
Blue Cross and Blue Shield Association April 2002 - August 2003
Skills
Project Management, Program Management, Strategic Planning, Process Improvement, Team Leadership, Team Building, Vendor Management, Leadership, Medicare Supplement..., Medicare Advantage..., Medicare Prescription..., Health Insurance Needs..., Benchmarking, Insurance, Customer Service, Analysis, Employee Training, Medicare, Training, Cross-functional Team..., Sales, Employee Benefits, Call Centers, Customer Satisfaction, Management, Coaching, Time Management, Market Research, Integration, Performance Management, Recruiting, Strategy
Education
Academy for Healthcare Management 1998 — 1998
PAHM, Professional, Academy for Healthcare Management
Benedictine University 1995 — 1996
continuous quality improvement and public health
DePaul University 1993 — 1994
Certification, Operations Analysis
Drake University 1975 — 1979
BA, Journalism (History, Finance)
KPMG US October 2014 - Present
Staples June 2009 - October 2014
Deloitte Tax LLP November 2005 - July 2009
Price Waterhouse Coopers August 2003 - October 2005
Thrivent Financial June 2000 - August 2002
Professor Eileen Roberts, William Mitchell College of Law June 2000 - August 2000
Skills
International Tax, Research, Corporate Tax, Tax Law, Tax
Education
Boston University School of Law 2010 — 2014
L.L.M., Taxation
William Mitchell College of Law 1999 — 2002
JD, Juris Doctor
University of St. Thomas 1995 — 1999
B.A., Sociology
logan high
Cognizant January 2015 - Present
Cognizant Technology Solutions April 2013 - Present
Thrivent Financial May 2014 - January 2015
Cognizant Technology Solutions October 2011 - April 2013
Cognizant Technology Solutions July 2011 - September 2011
Cognizant Technology Solutions May 2007 - June 2011
Cognizant Technology Solutions April 2003 - April 2007
Skills
Global Delivery, Pre-sales, SDLC, Analytical Market..., Portfolio Management, Global Delivery Models, P&L, Process Transformation, Strategic Planning, Revenue Management, Financial Management, Financial Analysis, Business Analysis, Business Intelligence
Education
Harvard Business School 2012 — 2013
Emerging Partners Program, Business Management
Bharathiar University 1992 — 1996
B.E, Computers & Mechanical Engineering
SBOA Higher Secondary School 1982 — 1992
12th Grade, Computer Science
Concordia Schools Los Angeles January 2015 - Present
MOVE Communications - L Godfrey, Consultant April 2008 - December 2014
Thrivent Financial September 2010 - November 2014
Vocare Networking Support Group March 2009 - March 2013
Prostate Cancer Foundation December 2009 - July 2010
The Cheesecake Factory February 2006 - March 2008
Spinal Kinetics June 2004 - September 2005
Cardeon April 1998 - April 2004
Zexel USA 1995 - 1998
Access to Recreation 1990 - 1993
Skills
MS Excel, Word,..., QuickBooks Pro, Constant Contact, Visio, MS Project,..., Various Internet search..., Graphic/photo design..., MS FrontPage and..., Digital & film..., Community Engagement, Public Relations, Public Speaking, Membership Development, Member Relations, Salesforce.com, Creative Writing, Resume Writing, Marketing Communications, Microsoft Word, Program Management, Microsoft Excel, Fundraising, Event Management, Leadership, Association Management, QuickBooks, Staff Development, Not for Profit, Community Outreach, Event Planning, Team Building, Nonprofits, Recruiting, Start-ups, Marketing Strategy, Training, Marketing, Human Resources, Newsletters, Volunteer Management, Press Releases, Employee Relations, Analysis, Management, Budgets, Workshop Facilitation, Project Management, Business Development, Project Planning, Business Planning, Editing
Education
University of Phoenix 2001 — 2003
MBA, Technology Management
California Lutheran University
BA, Communication Arts
Thrivent Financial April 2014 - Present
Education
California Lutheran University 2010 — 2012
MPPA, Master of Public Policy and Administration
University of California, Santa Barbara 2004 — 2008
B.S. in Sociology
Fearer household July 2005 - Present
Hope Lutheran Church May 2006 - July 2015
Thrivent Financial September 2003 - May 2004
Arby's Restaurant Group, Inc. January 2001 - June 2001
Arby's Restaurant Group, Inc. August 2000 - January 2001
Skills
Traumatic Brain Injury, Mental Health, Spoken Word, Leadership, Data Entry, Facebook, Microsoft Word, Social Networking, Clerical Work, Telephone Skills, Community Outreach, Ten Key, Copying, Clerical Skills, Phone Etiquette, Blogger, Creative Writing, Short Stories, Filing, Fiction Writing, Creative Non-fiction, Microsoft Excel, Strategic Planning
Education
School of Clerical Technologies 2006 — 2007
Associate's Degree, Data Entry/Microcomputer Applications, B
Owens Community College 2000 — 2001
Early Childhood Education and Teaching
Bowling Green State University 1999 — 2000
Communication, General
Owens Community College 1998 — 1999
general college courses
Perrysburg High School 1994 — 1998
High School Diploma, Regular/General High School/Secondary Diploma Program
Forrester Research February 2014 - April 2015
Boston University September 2012 - May 2013
Make-A-Wish Foundation August 2012 - August 2012
Make-A-Wish Foundation May 2012 - August 2012
Thrivent Financial May 2011 - August 2011
Education
Boston University 2009 — 2013
Bachelor of Arts (B.A.), Psychology & International Relations, 3.3
Boğaziçi Üniversitesi / Bogazici University 2011 — 2012
Psychology & International Relations
Thrivent Financial September 2014 - Present
Jefferson Senior High School Marchig Band January 2010 - July 2014
Bethany Lutheran College June 2012 - May 2014
Bethany Lutheran College August 2012 - May 2013
Bethany Lutheran College January 2011 - March 2013
Skills
Financial Planning, Public Speaking, Retirement Solutions, Retirement Savings, Investment Strategies, Life Insurance, Long Term Care Insurance, Teaching, 401k Rollovers, Asset Management, Community Engagement, Community Outreach, Event Planning, Series 7, Series 66, CLTC, Presenter, Customer Service, Microsoft Office, PowerPoint, Research
Education
Bethany Lutheran College 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General; Management; Marketing Management, Cum Laude Honors
Thrivent Financial April 2006 - Present
Skills
Strategic Planning, Data Analysis, Marketing, Process Improvement, Customer Service, Marketing Strategy
Education
Bethel University 2001 — 2004
Bachelor’s Degree, Business Administration and Management, General
Jack in the Box January 2015 - Present
MWW October 2012 - January 2015
Thrivent Financial March 2011 - October 2012
California State University, Long Beach August 2009 - January 2011
KTLA Channel 5 News April 2010 - September 2010
Skills
Editing, Interpersonal..., Social Media, Facebook, Event Planning, Public Relations, Press Releases, Customer Service, Social Networking, PowerPoint, Microsoft Office, Event Management, Social Media Marketing, Blogging, Public Speaking, Microsoft Word, Media Relations, Organizational..., Microsoft Excel, Marketing Communications, Sales, Marketing Strategy, Marketing, Research, Fundraising, Sports, Nonprofits, Leadership, Corporate Communications, Advertising, Publicity, Internal Communications, Strategic Communications, Crisis Communications, Newsletters, Creative Writing, Online Marketing, Community Outreach
Education
California State University-Long Beach 2006 — 2010
Bachelor of Arts (B.A.), Communication and Media Studies
Thrivent Financial February 2006 - Present
Thrivent Financial January 2005 - February 2006
Thrivent Financial November 2002 - April 2005
Skills
Team Building, Team Management, Non-profit Volunteering, Creativity Skills, Volunteer Management, Leadership, Telecommuting, General Securities..., Incentives, Performance Motivation, Call Centers, Team Leadership, Customer Service, Process Improvement, Coaching, Leadership Development, Strategic Planning, Event Planning, Software Documentation, Analysis, Microsoft Office, Mac OS
Education
Bemidji State University 1991 — 1996
Bachelor of Science (BS), Elementary Education and Teaching
Burnsville High School 1989 — 1991
Thrivent Financial May 2015 - Present
Thrivent Financial February 2002 - May 2015
Thrivent Financial April 1998 - February 2002
Iowa State University January 1993 - April 1998
James Allen Consulting April 1983 - January 1993
Skills
Procurement Contracts, Consulting, Continuous Improvement, Strategic Planning, Supplier Relationship..., Meeting Facilitation, Outsourcing, Make vs Buy, Risk Management, Data Privacy, Information Security, Business Strategy
Education
Baylor University
Doctor of Law (JD), Law
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Speech Communication
Thrivent Financial October 2014 - Present
State Farm September 2014 - October 2014
State Farm November 2003 - August 2014
State Farm October 2001 - November 2003
Skills
Leadership, Talent Acquisition, Recruiting, Sales, Coaching, Building Relationships, Financial Services, Management, Talent Management, Internet Recruiting, Insurance, Customer Service, Relationship Building, Leadership Development, Sales Operations, Interviews, Staff Development, Training, Sourcing, Teamwork, Candidate Assessment, Candidate Screening, Mentoring, Disability Income..., Candidate Development, Candidates Searching
Education
Bethel University 2003 — 2005
M.A, Communication
Concordia College 1997 — 2001
B.A., Organizational Communication
Paynesville Area High School 1994 — 1997
Thrivent Financial April 2013 - Present
Aunt Martha's Youth Service Center December 2003 - April 2013
Skills
Bilingual Spanish and..., Organization &..., Reliable, Multi Tasking, Goal Oriented, Highly detail oriented, Critical Thinking, Oral & Written..., Project Management, Managerial Finance, Budget Forecasts
Education
Benedictine University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago 1998 — 2002
Bachelors of Arts, Sociology
Thrivent Financial March 2008 - Present
Newman Catholic November 2004 - March 2010
Ameriprise Financial Services, Inc. January 1989 - May 2007
Penn Corp Financial September 1982 - January 1989
Skills
Recruiting, Relationship Management, Relationship Building, Training, Business Coaching, College Recruiting, Internet Recruiting, Talent Acquisition, Sales, Teacher Mentoring, Marketing Strategy, Relationship Development, Coaching, Job Coaching
Education
Buena Vista University 2006 — 2008
Bachelor of Science (BS), Elementary Education and Teaching
University of Northern Iowa 1978 — 1980
Education
Thrivent Financial April 2015 - Present
Quorum Review May 2011 - April 2015
Infectious Disease Research Institute May 2010 - August 2011
drugstore.com May 2010 - May 2011
Law Office of Seth Kelly Fulcher, Jr. June 2009 - May 2010
SNBL USA October 2006 - December 2009
Thrivent Financial June 2006 - October 2006
Autism Center for Treatment February 2003 - June 2006
Skills
Legal Research, Legal Writing, FDA, Licensing, Litigation, Research, Sop, Biotechnology, Lifesciences, Clinical Development, Due Diligence, Intellectual Property, Corporate Governance, Pharmaceutical Industry, Trials, Clinical Trials, Regulatory Affairs, Contract Negotiation, IRB, Regulatory Submissions, Recruiting, Life Sciences
Education
Seattle University School of Law 2008 — 2011
J.D.
California Lutheran University 2001 — 2005
Bachelors of Science, Biological Sciences, Psychology
Interlake High School 1997 — 2001
Thrivent Financial October 2014 - Present
Merck September 2009 - October 2013
Schering Plough April 2001 - 2010
Skills
Neuroscience, Pharmaceutical Sales, Cardiology, Gastroenterology, Endocrinology, Neurology, Pharmaceutical Industry, Pulmonology, Pharmaceutics, Product Launch, Nephrology, Hypertension, Biotechnology, Selling, Internal Medicine, Hospitals, Sales Presentations, Allergy
Education
California State University-Sacramento
Bachelor's degree, Business Administration and Management, General - Human Resources
Thrivent Financial October 2014 - Present
Skills
Customer Service, Financial Analysis, Teamwork, Leadership, Research, Retirement Planning, Social Media
Education
Campbell University 2010 — 2014
Bachelor of Business Administration (BBA), Trust and Wealth Management
eCapital Advisors March 2015 - Present
Lakewood Health System November 2013 - Present
Bethel University May 2013 - May 2014
Thrivent Financial June 2013 - August 2013
Bethel University August 2012 - May 2013
Mason Brothers June 2012 - August 2012
Lakewood Health System June 2011 - August 2011
Skills
Microsoft Word, Microsoft Excel, Customer Service, Teamwork
Education
Bethel University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Finance
Thrivent Financial July 2013 - Present
Thrivent Financial February 2011 - June 2013
Thrivent Financial January 2010 - February 2011
Thrivent Financial January 2009 - January 2010
The Jonah Factor® July 2004 - December 2008
American Funds 2001 - 2004
Capital Research and Management Company 1996 - 2001
The Capital Group Companies 1993 - 1996
First Interstate Bank 1987 - 1993
Rockwell International Corporation 1979 - 1987
Skills
Public Speaking, Engagement with..., Change Management, Strategic Planning, Team Leadership, Mutual Funds, Marketing Communications, Writing (non-fiction), Organizational..., Business Strategy, Team Building, Strategic Communications, Financial Analysis, Editing, Leadership Development, Leadership, Publishing, Project Management, Corporate Communications, Program Management, Internal Communications, Training, Process Improvement, PowerPoint, Analysis, Strategy, Nonprofits, Information Management, Marketing, New Business Development, Management, Fundraising, Asset Allocation, Marketing Strategy, Market Research, Social Media, Investments, Coaching, Financial Services, 401k, Retirement
Education
Fuller Theological Seminary 2005 — 2008
Masters Degree, Theology (ThM)
California State University-Northridge
Bachelor of Arts, Journalism
Thrivent Financial May 2008 - Present
Markman Capital May 2007 - April 2008
RiverSource, Ameriprise Financial Services April 2004 - May 2007
RiverSource Distributors April 2004 - January 2006
Charles Schwab & Co., Inc April 1997 - October 2003
Charles Schwab January 1999 - June 2002
Charles Schwab April 1997 - January 1999
Skills
Financial Services, Strategy, Territory Management, Series 7, Series 63, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Retirement Planning, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Asset Management
Education
Wharton Business School 2006 — 2006
Finance
University of Phoenix 1997 — 1998
California State University-Hayward 1994 — 1996
B.S, Business Administration/Finance
Thrivent Financial July 2014 - Present
AIG August 2013 - July 2014
Thrivent Financial October 2006 - August 2013
Skills
Marketing, Leadership, Small Business, Marketing Strategy, Video, Fixed Annuities, Marketing Communications, Insurance, Budgets, Social Media Marketing, Email Marketing, Strategic Planning, Team Building, Trade Shows, Event Planning, Salesforce.com, Online Marketing, Fundraising
Education
Capella University
Business
Kaplan University
University of Illinois at Chicago
Proviso West High School
Thrivent Financial February 2002 - Present
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Mutual Funds, Asset Allocation, Investments, Investment Advisory, Estate Planning, Investment Strategies, Fixed Annuities, Financial Advisory, Uniform Combined State..., FINRA Series 7, FINRA 63
Education
Butler University - College of Business Administration
Masters of Business Administration, M.B.A.
Drake University 1986 — 1990
Bachelor Of Arts, Broadcast Journalism
Thrivent Financial 2005 - Present
Skills
Retirement Planning, Portfolio Management, Investment Advisory, Personal Financial..., Insurance Brokerage
Education
University of Alaska Anchorage 2003 — 2005
Master's deg, Business Administration and Management, General
California State University-Fresno 1995 — 1998
Bachelor of Science (BS), Economics
Thrivent Financial July 2003 - Present
Thrivent Financial July 2006 - July 2011
401 Plans Inc. June 2000 - June 2003
Jobdirect.com January 1998 - June 2000
Skills
Retirement, Investments, Investment Strategies, Insurance, Asset Management, Disability Insurance, 401k, Finance, Wealth Management, Financial Services, Retirement Planning, IRAs, Fixed Annuities, Roth IRA, Mutual Funds, Strategic Planning, Management, Life Insurance, Leadership, Public Speaking, Asset Allocation, FINRA Series 7, Financial Stategies, Estate Strategies
Education
California State University-Northridge 1999 — 2002
BS, Business, Finance
Simi High School 1990 — 1994
Everest Excavating, Inc. January 2006 - Present
Belair Excavating April 2002 - January 2006
Thrivent Financial January 1999 - March 2002
Skills
Budgets, Construction Management, Value Engineering, Construction, Contract Negotiation, Pre-construction, Contract Management, Contractors, LEED, Project Estimation, Real Estate Development, Subcontracting, Green Building
Education
Bethel University 1990 — 1995
Business, Marketing/Finance
UnitedHealth Group February 2014 - Present
UnitedHealth Group February 2013 - February 2014
UnitedHealth Group June 2011 - February 2013
UnitedHealth Group June 2010 - June 2011
Thrivent Financial May 2008 - August 2009
AccountAbility Minnesota February 2009 - April 2009
Skills
Finance, Financial Analysis, Strategic Financial..., Variance Analysis, Analysis, Business Analysis, Financial Reporting, Essbase, Forecasting, Financial Modeling, Accounting, Capital Budgeting, Managerial Finance, PeopleSoft, Cash Flow, Financial Accounting, Financial Forecasting, Microsoft Excel, Account Reconciliation, General Ledger, Accruals, Budgets, Corporate Finance, Sarbanes-Oxley Act, Internal Controls, Health Insurance, Insurance, Budget, Ad Hoc Reporting, Financial Goals, Management, Process Improvement, DCF Valuation, Business Valuation, Company Valuation, Tableau, Customer Service, Investments, Strategic Planning, Leadership, Public Speaking, Training, Strategy, Team Building, Microsoft Word, Portfolio Management, Data Analysis, Business Process...
Education
Carlson School of Management 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship Management
Wall Street Prep 2015 — 2015
Financial Modeling and Valuation Bootcamp
Bethel University 2006 — 2010
Bachelor of Arts Business, Accounting and Finance
Fundação Getulio Vargas 2015 — 2015
Study Abroad, Doing Business in Brazil
Bond University 2008 — 2008
Study Abroad, Accounting and Finance
Dassault Falcon Jet February 2015 - Present
Thrivent Financial November 2014 - February 2015
Verizon Wireless March 2008 - May 2014
Kenexa February 2007 - August 2007
Countrywide Home Loans April 2001 - October 2006
Management Recruiters International April 2000 - April 2001
Skills
Recruiting, Sourcing, Human Resources, Temporary Placement, Hiring, Cold Calling, College Recruiting, Talent Acquisition, Applicant Tracking..., Internet Recruiting, Onboarding, Training, Technical Recruiting, Customer Retention, Management, Employee Relations, Executive Search, Negotiation, Talent Management, Contract Recruitment, Technology Needs..., Screening, Vendor Management, Interviews, PeopleSoft, Staffing Services
Education
California Polytechnic State University-San Luis Obispo
BS, Business Administration, Marketing
Allianz Life January 2014 - Present
Allianz Life November 2011 - December 2013
D. W. Stacy & Associates, LLC October 2009 - October 2011
Thrivent Financial January 2007 - June 2009
St. Jude Medical March 2001 - November 2006
Guidant July 1996 - February 2001
Unum March 1995 - June 1996
Unum February 1987 - February 1995
Bell Atlantic May 1984 - January 1987
C & P Telephone April 1983 - April 1984
Skills
Information Security, Risk Assessment, Network Security, ISO 27001, Data Center, Computer Security, COBIT, Vulnerability Management, Firewalls, Business Continuity..., Leadership, Strategy, Financial Risk
Education
Indiana University Bloomington 1978 — 1981
MBA, Management Information Systems
Indiana University Bloomington 1973 — 1975
MS, Education
Bucknell University 1969 — 1973
BA, Sociology
Thrivent Financial June 2011 - Present
Living Generously Radio Program October 2012 - Present
Camp Fire USA North Shore Council July 2009 - April 2011
Various Financial Services Companies December 1998 - September 2009
Various Churches September 1980 - September 1996
Mid Atlantic CBA September 1994 - August 1996
Skills
Estate Planning, Fixed Annuities, Retirement, Retirement Planning, Fee-based Financial..., Mutual Funds, Strategic Financial..., Life Insurance, Wealth Management, Long-term Care, Securities, ETFs, High Net Worth..., 529 Plans, Wealth Management..., Personal Financial..., Variable Annuities, Insurance, Public Speaking
Education
Boston University 2007 — 2007
CFP, Certified Financial Planner
Western Seminary 1992 — 1998
D.Min., Theology/Leadership
Western Seminary 1977 — 1980
M.Div., Pastoral Studies
The Kings College 1972 — 1976
BA, history
Thrivent Financial 2008 - Present
Thrivent Financial for Lutherans 2004 - 2008
Independent School Districts 316 & 318 March 1999 - 2003
Skills
Leadership, Recruiting, Relationship Building, Business Coaching, Team Leadership, Team Mentoring, Coaching, Christian Ethics, Retirement Planning, Financial Services, Investments, Insurance, Customer Service, Public Speaking, Strategic Planning, Sales, Relationship Management, Event Planning, Mutual Funds
Education
Bemidji State University
Bachelor of Science, Mathematics
First Lutheran Church June 2012 - Present
Southern District - LCMS June 2009 - Present
Thrivent Financial September 1998 - Present
NAIFA-Birmingham June 2007 - January 2012
Skills
Investment Management, Financial Services, Investment Brokerage, Personal Finance, Life Insurance, Health Insurance, Long Term Care Insurance, Mutual Funds, Numismatics, Investment Strategies, Financial Analysis, Financial Strategy, Financial Structuring, Fiduciary Management, Marketing, Term Life Insurance, Nonprofits, Project Management, Economics, Retirement, Variable Annuities, Fixed Annuities, Wealth Management, Wealth Accumulation, IRAs, Roth IRA, 529 Plans, ETFs, 401k, 401k Rollovers, 403 b, Pensions, Endowment Funds, Charitable Giving, Socially Responsible..., Church History, Church Administration, Employee Benefits, Financial Risk, Asset Allocation, Conflict Of Interest, Estate Strategies, Charitable Gift..., Financial Strategies, Strategic Strategies
Education
Birmingham-Southern College 1994 — 1998
Bachelor of Arts (B.A.), Political Science and Government
Ramsey High School 1990 — 1994
Honors Diploma, High School/Secondary Diplomas and Certificates
Thrivent Financial July 2015 - Present
Thrivent Financial January 2008 - July 2015
Calvary Lutheran Church - Golden Valley Minnesota August 2002 - January 2008
Thrivent Financial for Lutherans June 1997 - July 2002
C. H. Robinson July 1996 - May 1997
Education
Bethel University 2004 — 2006
M.A., Organizational Leadership, 4.0
St. Olaf College 1992 — 1996
B.A., Economics, Managment, Russian Area Studies
Prime Therapeutics November 2008 - Present
GMAC ResCap May 2006 - October 2008
GMAC-RFC May 2005 - April 2006
GMAC-RFC May 2004 - April 2005
Thrivent Financial April 1999 - April 2004
Skills
Testing, Test Cases, Quality Assurance, Test Planning, Test Automation, Quality Center, QTP, System Testing, Manual Testing, Regression Testing, User Acceptance Testing, Business Process, Defect Tracking, Software Quality..., SDLC
Education
Capella University 2004 — 2008
Master of Science, Information Technology
Luther College 1993 — 1997
First Command Financial Planning January 2011 - Present
Thrivent Financial February 2006 - January 2011
Education
Briar Cliff University 1990 — 1993
Thrivent Financial December 2010 - Present
OptumHealth Financial Services August 2009 - December 2010
Ameriprise Financial / RiverSource Investments 2006 - 2009
Mason Street Advisors 2001 - 2006
Janus Capital Group 1992 - 1999
Skills
Asset Management, Securities, Mutual Funds, FINRA, Leadership, Series 7, Risk Management, Financial Services
Education
Boston College 1983 — 1987
B.S., Economics
Rye Neck High School 1979 — 1983
Generosity Matters 2008 - Present
Lutheran Social Services of Northwestern Ohio March 2006 - November 2013
Thrivent Financial 1991 - March 2006
Evangelical Lutheran Church in America 1979 - 1991
Skills
Annual Giving, Leadership, Fundraising, Planned Giving, Social Services, Psychotherapy, Strategic Financial..., Strategic Planning, Philanthropy, Teaching, Stewardship, Non-profits, Volunteer Management, Mental Health, Nonprofits
Education
Trinity Lutheran Seminary 1975 — 1979
MDiv, Pastoral Theology
Capital University 1971 — 1975
BA, History/Psychology
Thrivent Financial April 2007 - Present
Thrivent Financial for Lutherans 2007 - Present
Education
Millersville University of Pennsylvania 1975 — 1977
Bucks County Community College 1973 — 1975
AA, History
Wells Fargo February 2009 - Present
Union Bank of California July 2007 - October 2008
Wells Fargo Bank October 2006 - July 2007
wells fargo March 2005 - October 2006
American United Life/OneAmerica August 2003 - March 2005
UBS May 2000 - August 2002
Automobile Club of Southern California September 1999 - May 2000
Thrivent Financial September 1992 - September 1999
Skills
Commercial Lending, Series 7, Commercial Banking, Series 63, Loans, Investments, New Acquisitions, Credit, Fixed Annuities, Small Business Lending, Life Insurance, Mortgage Lending, Consumer Lending, Finance, Loan Origination
Education
California Lutheran University 1975 — 1979
BA, Psychology
Heart 2 Serve Services January 2009 - Present
Thrivent Financial April 2006 - December 2008
Thrivent Financial April 2006 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1995
Thrivent Financial June 2014 - Present
King Soopers September 2011 - July 2013
Up In Lights Performing Arts Center January 2008 - August 2010
Patterson Tabert Law Offices June 2005 - December 2006
Latham & Watkins July 1988 - March 1994
Skills
Theatre, Acting, Musical Theatre, Customer Service, Singing, Performing Arts, Music, Sound
Education
California State University-Los Angeles 1984 — 1986
Paralegal Degree, Paralegal Studies
American Academy of Dramatic Arts 1981 — 1982
Theatre Arts
Marygrove College 1976 — 1981
B.F.A., Theatre Arts
Bank of America Merrill Lynch April 2009 - Present
Allstate Insurance April 2008 - March 2011
IBM 2007 - 2009
Thrivent Financial May 2006 - February 2008
HCL Technologies Ltd 2003 - 2005
Infobyte Software Solutions 1999 - 2002
Education
Bangalore University
Thrivent Financial For Lutherans June 2005 - Present
Thrivent Financial 2005 - Present
Skills
Customer Service, Microsoft Excel, Financial Modeling, Financial Analysis, Uniform Combined State..., Risk Management, Education Funding, Tax-advantaged..., Strategic Planning, Series 7, Public Speaking, College Funding..., IRAs, Retirement Planning, Investment Strategies, Mutual Funds, Personal Finance
Education
Bowling Green State University 1998 — 2003
Bachelor of Science in Business Administration, Finance
Thrivent Financial for Lutherans July 2011 - Present
Thrivent Financial 1998 - 2011
Skills
501(c)(8) - Fraternal..., Management, Financial Services, IRAs, Insurance, Strategy, Retirement, Team Leadership
Education
Brown College
Associate of Science (A.S.)
North Hennepin Community College
Associate of Arts (A.A.), Marketing/Marketing Management, General
Thrivent Financial July 2000 - Present
The Sports Authority January 1999 - June 2000
Target August 1993 - December 1998
Byrons August 1977 - August 1993
Skills
Leadership, Public Speaking, Strategic Planning, Customer Service, Nonprofits, Investments, Team Building, Retirement Planning, Leadership Development, Management
Education
Florida Atlantic University 1979 — 1981
Bachelor of Science, Accounting
Broward Community College 1977 — 1979
Associate of Arts (A.A.), Business Administration
BMC Group July 2012 - Present
Vital Images July 2013 - May 2014
Favorite IT Guys June 2009 - July 2012
Cannon Falls Medical Center September 2006 - June 2009
Thrivent Financial August 2005 - September 2006
Target Corporation May 2004 - July 2005
Skills
VMware Infrastructure, VMware ESX, VMware View, VMware Workstation, VMware Server, Microsoft SQL Server, Microsoft Exchange, Microsoft Servers, Microsoft Office 2007, Microsoft Server Support, Backup Exec, IBM Tivoli, Lotus Notes, AIX Administration, AIX, AIX 5.x, Windows 7, Windows Vista, Microsoft Windows 98, Windows 2000, Windows XP Pro, Ubuntu 9.10, Citrix, Dameware, Virtual Desktop, PC Anywhere, Andover Continuum, HID, Kronos Timekeeping, Pyxis, Healthcare Information..., Remedy Ticketing System, HP Server Hardware, IBM Servers, Dell PowerEdge Servers, Netstat, Active Directory, Ghost Imaging, BartPE, Group Policy, VPN, Cisco VPN, Slipstream, Application Support, Application Servers, Mac OS X, Cisco Routing &..., Cisco Wireless, Cisco VoIP, SAN
Education
Brown College 2002 — 2004
Associates degree, Information & Networking Technologies, 4.0
Brown College 1998 — 2000
Associates degree, Information Systems, 3.94
Nationwide Insurance July 2014 - Present
Farmers Insurance April 2011 - July 2014
Foremost Insurance September 2008 - June 2011
Habitat for Humanity International July 2005 - September 2008
Thrivent Financial July 2005 - December 2006
California State Senate 1997 - 2005
United States Marine Corps April 1987 - April 1992
USMC 1987 - 1992
Education
California State University Stanislaus 1995 — 1997
BA, political science
Blake Hahn Financial Group / Invest Financial January 2012 - Present
Thrivent Financial June 1999 - January 2012
Skills
Retirement Planning, Series 7, Wealth Management, Retirement, Investments, Strategic Planning
Education
Bethel University 1994 — 1998
Mayer Lutheran High School 1991 — 1994
Thrivent Financial October 2009 - Present
United Banker's Bank November 2008 - October 2009
GMAC 1988 - 2008
Education
Bemidji State University 1983 — 1987
BA, Sociolog
Kimberly Zunker
Thrivent Financial May 1999 - Present
Saginaw Valley State University May 1994 - April 1999
North Dakota State University May 1990 - May 1994
Midtown Manufacturing June 1988 - May 1990
Skills
Retirement Planning, Team Building, Leadership, Fixed Annuities, Retirement, Customer Service, Mutual Funds, Long-term Care, Investments, Leadership Development, Life Insurance, Fundraising, Public Speaking, Microsoft Office, Team Leadership, Staff Development, Estate Strategies, Financial Strategies, FINRA Series 7
Education
North Dakota State University 1992 — 1994
Master’s Degree, Education
North Dakota State University 1990 — 1992
Bachelor’s Degree, Physical Education Teaching and Coaching
Bemidji State University 1983 — 1987
Bachelor’s Degree, Industrial Technology/Technician
Sinclair Community College January 2013 - Present
Thrivent Financial January 2012 - Present
Merrill Lynch January 2011 - December 2011
Ricoh Americas Corporation October 2010 - January 2011
Com-Net Software August 2006 - September 2010
CUC Inc. 2002 - 2004
Education
Capella University 2010 — 2012
Master of Business Administration (MBA), Finance, General
Capella University 2009 — 2010
Bachelor of Science, Business Administration
MetroPlains Management March 2008 - Present
Thrivent Financial October 1997 - March 2008
Education
Bemidji State University
Signature Financial Group January 2013 - Present
Cornerstone Wealth Management March 2008 - December 2012
Thrivent Financial October 2002 - March 2008
BlackRock June 1998 - September 2000
Skills
Wealth Management, Investments, Strategic Financial..., Mutual Funds, Investment Advisory, Asset Allocation, Wealth Accumulation, Series 7, College Savings Plans, Estate Planning, 401k, Retirement, Series 63, Life Insurance, Fixed Annuities, Financial Advisory, Securities, Portfolio Management, Asset Management, Retirement Planning, Finance, Wealth, Financial Services, Insurance, Investment Strategies, Financial Analysis, Alternative Investments, Financial Risk, Long-term Care, Risk Management, Equities, Investment Management, Fixed Income
Education
Bloomsburg University of Pennsylvania 2000 — 2002
Master of Education (MEd), Business Education
Drexel University - LeBow College of Business 1995 — 1998
BS, Finance and Economics
Thrivent Financial March 2014 - Present
Thrivent Financial for Lutherans June 1973 - March 2014
Education
The American College 1971 — 1974
Chartered Life Underwriter, Life Insurance
California Lutheran University 1961 — 1965
BA, Business
Thrivent Financial July 2015 - Present
JD Consulting April 2012 - June 2015
Bohemian Foundation July 2009 - April 2012
Kay Hagan for US Senate February 2008 - November 2008
Skills
Social Media, Public Relations, Press Releases, Non-profits, Event Planning, Fundraising, Community Outreach, Nonprofits, Corporate Communications, Marketing, Training, Politics, Program Management, Management, Grants, Leadership
Education
Northwestern University 2011 — 2013
Boston University 2001 — 2005
Bachelor of Arts (B.A.), History
Thrivent Financial June 2014 - Present
Bolton Global Capital December 2012 - January 2014
Excel/Appleton Health Care January 2012 - March 2012
Integra Home Health February 2011 - December 2011
MassMutual April 2004 - October 2010
Skills
Communications, Marketing, Working with Others
Education
Bay Path College 2008 — 2009
Masters, Communication and Information Management
Westfield State College 1984 — 1987
Bachelors, Education
Southern Connecticut State University 1982 — 1984
Bachelor of Science, Education
AirTransport May 2010 - January 2014
Thrivent Financial April 1989 - April 2005
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, Negotiation, Professional Driver, Team Leadership, Team Building, Customer Service, Public Speaking
Education
Bryn Mawr College
CLU
Valparaiso University
Financial One Credit Union September 2014 - Present
Ham Lake Baptist Camp August 2007 - Present
Thrivent Financial 2012 - 2014
COUNTRY ® Financial December 2011 - November 2012
Skills
Customer Service, Microsoft Office, Scheduling, Financial Analysis, Customer Relations, Financial Advisory, Insurance Planning, Investments, Financial Planners, Finance, Financial Services, Retirement Planning, Insurance, Strategic Planning, Public Speaking, Financial Planning, Fixed Annuities
Education
Bethel University 2004 — 2008
Bachelor's Degree Finance, Finance and Human Resources
S July 2015 - Present
Thomson Reuters August 2011 - Present
Advantage Technical Resourcing May 2010 - August 2011
Thrivent Financial September 2008 - November 2009
Target 2007 - 2008
Skills
Technical Support, Blackberry Enterprise..., Blackberry OS, Microsoft Outlook, Troubleshooting, Windows 7, Account Management, Employee Relations, Customer Retention, Data Entry, Help Desk Support, Call Centers, SaaS, Customer Satisfaction, Customer Service, Software Documentation, Apple iOS, Root Cause Analysis, Problem Solving, Windows XP, Active Directory, CompTIA A+, HTML
Education
Brown College 2007 — 2007
Thrivent Financial February 2014 - Present
Skills
Market Research, Research, Event Planning, Nonprofits, Social Media, Fundraising
Education
Bates College
Yarmouth High School
Nationwide Private Client June 2015 - Present
HomeServices of America March 2013 - June 2015
Allstate Insurance March 2008 - 2012
Thrivent Financial April 2007 - March 2008
State Farm Insurance February 2005 - April 2007
State Farm Insurance May 2002 - February 2005
State Farm Insurance March 1999 - May 2002
State Farm Insurance May 1994 - April 1999
American Guidance Services September 1992 - May 1994
Skills
Property & Casualty..., Casualty, Commercial Insurance, Insurance, Underwriting, Umbrella Insurance, General Insurance, Health Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Long-term Care, Project Management, Risk Management, Risk Assessment, Microsoft Office, Business Strategy, Strategic Planning, Management, Leadership, Liability, Sales, Claim, Workers Compensation, Employee Benefits
Education
University of St. Thomas 1988 — 1992
Bachelor of Arts (B.A.), Journalism Public Relations
Capella University
Organizational Leadership
Thrivent Financial May 2009 - Present
Kluis Financial Network February 2006 - April 2009
Banker's Life and Casualty October 2004 - February 2006
Skills
Retirement, Investment Strategies, Wealth Accumulation, Asset Allocation, FINRA, Risk Management, Finance, Recruiting, Financial Goals, Fixed Annuities, Mutual Funds
Education
California State University-Chico 2000 — 2002
Bachelor of Arts, Psychology
University of California, Santa Barbara 1992 — 1995
Electrical Engineering, Psychology
Thrivent Financial May 2014 - Present
Thrivent Financial for Lutherans November 2010 - May 2014
Thrivent Financial for Lutherans May 2008 - November 2010
Ameriprise Financial Services, Inc. January 2006 - May 2008
Skills
Retirement Planning, Strategic Financial..., Investments, Retirement, Wealth Management, Investment Strategies, Financial Analysis, Life Insurance, IRAs, Portfolio Management, Estate Planning, Fixed Annuities, Mutual Funds, Series 7, Uniform Combined State..., Asset Allocation, Securities, Investment Advisory, Series 66
Education
The American College 2010 — 2012
Designation earned, CLU, CHFC
Bowie State University 1997 — 2001
MA Business Admin/Admin Mgmt, Business Administration and Management, General
University of Redlands 1978 — 1983
BA International Relations
Bowie senior high 1975 — 1978
academic
Basista Furniture January 2015 - April 2015
Office Team/Ohio CAT December 2014 - December 2014
Thrivent Financial July 2014 - November 2014
Office Team June 2014 - July 2014
ViaSat March 2014 - May 2014
Office Team June 2013 - March 2014
Staffing Solutions June 2012 - April 2013
Answering Cleveland September 2011 - December 2011
AmeriGas Propane October 2007 - September 2011
Mechanical and Plumbing Industry Council August 2007 - September 2007
Skills
Strong verbal and..., Excellent..., Professional customer..., Ability to work..., Able to multi-task and..., Able to exceed..., Computer savy with..., Committed to excellence, Sales, Customer Service, Editing, Event Planning, Invoicing, Receptionist Duties, Administrative..., Team Building, Research, Marketing
Education
Bowling Green State University 1979 — 1980
B.A., English Literature
Moody Bible Institute 1975 — 1978
Diploma, Christian Education
Thrivent Financial January 2010 - Present
State of Iowa June 2006 - November 2009
Skills
Financial Analysis, Insurance, Investments, Asset Allocation, Retirement Planning, Education Funding, Risk Strategies
Education
Buena Vista University 2002 — 2006
BA, Finance and Banking
Thrivent Financial August 2003 - June 2014
Morgan Stanley October 1995 - November 2002
Department of Defense Education Activity August 1974 - August 1995
Skills
Investments, Life Insurance, Estate Planning, Retirement Planning, IRAs, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Disability Insurance, Term Life Insurance, Strategic Financial..., Strategic Planning, Sales, Small Business, Business Planning, Retirement, Long-term Care, Insurance, Coaching, Salesforce.com
Education
Boston University
Master's Degree, Education
Boston University
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kansas State University
Bachelor of Science (BS), Home Economics Education
Thrivent Financial August 2013 - Present
Woodbury Financial Services 2010 - 2013
Woodbury Financial Services October 2008 - December 2010
Ameriprise Financial Services, Inc. January 2007 - October 2008
Ratwik, Roszak & Maloney, P.A. September 2004 - January 2007
Skills
Compliance, Legal Compliance, Microsoft Office, Series 7, Series 63, Series 6, Series 24, Securities, Financial Advisory, FINRA
Education
The George Washington University Law School 2000 — 2003
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Brown University 1991 — 1993
English Language and Literature, General
Tolleson Union High School District June 2006 - Present
Thrivent Financial August 2001 - May 2006
Cypress High School August 2002 - June 2003
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Outlook, Teamwork, Data Entry, Organization Skills
Education
California State University-Fullerton 1985 — 1988
Bachelor of Arts (B.A.), Illustration
Goldenwest Community College, CA
Associate of Arts (A.A.), Fine/Studio Arts, General
Orance Coast College, CA
Associate of Science (A.S.), Ornamental Horticulture
CarMax May 2015 - Present
Cognizant Technology Solutions 2007 - May 2015
The Hartford 2014 - 2015
Thrivent Financial 2010 - 2014
BB&T 2007 - 2009
Cognizant Technology Solutions 2005 - 2007
Websoft Systems Pvt. Ltd., 2003 - 2004
Tata Consultancy Services 2000 - 2003
Skills
Enterprise Content..., FileNet, Business Process..., Records Management, Solution Architecture, Architecture, SDLC, Java Enterprise Edition, Java, JavaScript, Spring, Hibernate, EJB, JSP, WebSphere, WebLogic, Oracle, ILOG JRule, IDC–Distiller - Optical..., Struts, Requirements Gathering
Education
Bharathidasan University
Master of Computer Applications
Bharathidasan University
Bachelor of Science, Mathematics