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 December 2014 - Present
Thrivent Financial March 2014 - Present
Thrivent Financial October 2012 - Present
Skills
Leadership, Fundraising, Training, Team Building, Public Speaking, Marketing Strategy, Wellness, Coaching, Start-ups, Advertising, Management, Life Coaching, Nonprofits, Customer Service, Time Management, Leadership Development, Non-profits, Career Counseling, Diversity Program..., Project Planning, Career Management, Executive Coaching, Program Development, Community Outreach, Strategy, Event Planning, Workshop Facilitation, Organizational...
Education
Eastern Oregon University 2000 — 2006
C.D.C.
Thrivent Financial July 2015 - Present
State Farm June 2014 - July 2015
Eastern Illinois University August 2009 - December 2013
Northwestern Mutual May 2012 - August 2012
Busey investment services/ Raymond James financial May 2011 - August 2011
Eastern Illinois University August 2009 - June 2010
Skills
Higher Education, Finance, Stock Trading, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, microsoft access, Public Speaking, Teamwork, Statistics, Customer Service, Community Outreach, Portfolio Management, Data Analysis, Economics, Disability Insurance, Financial Services, Health Insurance, Insurance, Life Insurance, Property
Education
Eastern Illinois University 2009 — 2013
Bachelor of Applied Science (BASc), Economics/finance, Senior
Thrivent Financial November 2013 - Present
Wells Fargo Advisors, LLC July 2010 - October 2013
Skills
Asset allocation, Retirement strategies, Retirement accumulation..., Retirement distribution..., Investment strategies, Risk management, Education funding, Legacy strategies, Estate strategies, Charitable strategies
Education
Franklin University
BS, Applied Management
Northern Trust Corporation June 2014 - Present
The University of Iowa August 2012 - May 2014
Thrivent Financial June 2013 - November 2013
Cedar Rapids Metro YMCA 2007 - 2012
DePaul University September 2010 - December 2010
Skills
Financial Analysis, Corporate Finance, Microsoft Excel, Teamwork, Marketing, Customer Service, Public Speaking, Adobe Creative Suite, Microsoft Word, Microsoft Office, PowerPoint, Research, Social Media
Education
University of Iowa 2011 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Marketing, Sports Business, 3.5
DePaul University 2010 — 2010
Pre-Business, 3.8
Thomas Jefferson High School 2007 — 2010
High School, 4.36
Corporate Balance Concepts, Inc. September 2005 - Present
The Wall Street Coach 2011 - Present
Tierney Coaching 2011 - Present
The Coach Connection 2005 - Present
Thrivent Financial 2003 - Present
Evangelical Community Hospital 2004 - Present
Geisinger Medical Center 2008 - Present
ThirdPath Institute 2004 - Present
International Coach Federation 2006 - Present
The Coaches Training Institute 2001 - Present
Skills
Coaching, Executive Coaching, Personal Development, Career Development, Small Business, Leadership Development, Work Life Balance, Business Coaching, Personal Coaching, Emotional Intelligence, Strategy, Life Coaching, Talent Management, Training, Public Speaking, Nonprofits, Workshop Facilitation, Critical Incident..., Organizational..., Consulting, Program Management, 360 Feedback
Education
Coaches Training Institute (CTI)
CPCC
Wellness Inventory
Pennsylvania State University, The Dickinson School of Law
JD
Susquehanna University
BA
Thrivent Financial November 2012 - Present
Muscular Dystrophy Association March 2011 - November 2012
Skills
Entertainment, Fundraising, Event Planning, Public Relations, Volunteer Management, Nonprofits, Community Outreach, Relationship Marketing, Marketing, Corporate Events, Strategic Planning, Corporate Communications, Event Management, Social Media, Microsoft Office, Public Speaking, Management, Budgets, Time Management
Education
Edgewood College 2013 — 2015
Master of Science (MS), Organizational Development
Oklahoma City University 2006 — 2010
Bachelor of Science, Entertainment Business
Publicis Touchpoint Solutions September 2015 - Present
Publicis Touchpoint Solutions January 2015 - June 2015
Merck June 2000 - August 2014
Thrivent Financial September 1995 - September 1998
PNC January 1994 - May 1995
Skills
Pharmaceutical Sales, Pharmaceutical Industry, Diabetes, Cardiology, Managed Care, Endocrinology, Sales Effectiveness, Hospital Sales, Neurology, Rheumatology, Product Launch, Market Access, Pulmonology, Biotechnology, Allergy
Education
Edinboro University of Pennsylvania 1998 — 2000
Bachelor of Science (BS), Chemistry, 3.12
Associated Financial Group June 2014 - Present
Thrivent Financial June 2013 - June 2014
Gustavus Adolphus College January 2013 - June 2014
Target June 2013 - August 2013
Gustavus Adolphus College August 2012 - June 2013
Omega Kappa September 2012 - October 2012
Growing Up Healthy September 2010 - December 2010
Faribault High School February 2010 - June 2010
Skills
Spanish-English, PowerPoint, Microsoft Word, Microsoft Excel, Spreadsheets, Graphs, Windows 7, Leadership, Family Business, Coaching, Non-profit Volunteer, Public Speaking, Time Management, Cultural Diversity, Motivation, Budgets, Advertising, Critical Thinking, Spanish
Education
Gustavus Adolphus College 2010 — 2014
Bachelor's degree, Public Accounting, Senior
Faribault High School 2006 — 2010
Thrivent Financial November 2014 - Present
Morgan Stanley May 2013 - November 2014
Skills
Customer Service, Financial Services, Public Speaking, Event Planning, Nonprofits, Finance, Financial Risk, Risk Management, Strategic Planning, Retirement Planning, Public Relations, Fundraising, Marketing, Leadership, Investments, Team Building, Social Networking, Microsoft Office, Social Media, Estate Strategies, Financial Strategy, Finra Series 7, Motivational Speaking
Education
Eastern Washington University 1998 — 2006
Criminal Justice, Criminal Justice and Psychology
Eastern Washington University 1998 — 2004
Bachelor's degree, Criminal Justice and Corrections
Thrivent Financial August 2015 - Present
Right Management September 2013 - August 2015
Korn/Ferry International - Talent Consulting & Executive Search January 2013 - August 2013
Korn/Ferry Leadership and Talent Consulting powered by Lominger January 2012 - February 2013
BLOOM Africa 2011 - 2013
Gear West Bike and Triathlon 2008 - 2012
Evangelical Lutheran Church in America August 2010 - August 2011
Gustavus Adolphus College 2009 - 2009
Gustavus Adolphus College 2009 - 2009
Skills
Project Management, Project Planning, Executive Development, Public Speaking, Microsoft Office, Customer Service, Volunteer Management, Strategy, Photoshop, Non-profit..., Non-profit Program..., Management Consulting, MBTI, Online Social Networking, Volunteer Recruiting, 360 Assessments, Digital Marketing, Travel Management, Teaching, Leadership Development, Leadership, Microsoft Excel, Recruiting, Research
Education
Gustavus Adolphus College 2006 — 2010
Bachelor's degree, Psychology
Murdoch University 2009 — 2010
Benilde St. Margarets 2002 — 2006
Jaeger, Daly & Company / College Planners, Inc. December 2008 - June 2013
The Retirement Group LLC September 2007 - July 2008
Harris Investor Services June 2005 - February 2007
Thrivent Financial January 2000 - May 2005
Skills
Strategic Financial..., Retirement Planning, Financial Education..., Client Needs Analysis, Financial Risk Assesment, Solution Development, Client Relationship...
Education
Elmhurst College
Bachelor's degree, History & Economics
Employers Reassurance March 2014 - Present
Employers Reassurance May 2004 - March 2014
Thrivent Financial January 2002 - April 2004
Aid Association for Lutherans December 1999 - December 2001
Aid Association for Lutherans August 1993 - December 1999
Aid Association for Lutherans June 1990 - July 1993
Skills
Actuarial Science, Long-Term Care Insurance, Insurance, Long-term Care, Financial Risk, Reinsurance, Long Term Care Insurance, Financial Services, Medicare, Strategy, Risk Management
Education
Drake University 1986 — 1990
BA, Mathematics, GPA of 3.95/4.00 (4.00 GPA in major)
Thrivent Financial December 2005 - Present
Flint Ink Corp. December 1993 - February 2005
Sun Chemical September 1985 - September 1993
Skills
Retirement, Fixed Annuities, Investment Strategies, Asset Allocation, Investments, Wealth Management, Investment Advisory, Mutual Funds, Uniform Combined State..., Wealth Accumulation, Securities, Life Insurance, Retirement Planning, Financial Advisory, IRAs, 401k, Wealth, FINRA Series 7, FINRA Series 63, Financial Strategies, Estate Strategy
Education
Eastern Michigan University 1997 — 1999
Bachelor of Science (BS), Chemistry
University of Missouri-Rolla 1980 — 1983
Thrivent Financial February 2013 - February 2015
Thrivent Financial for Lutherans December 2012 - February 2013
SPS Commerce March 2011 - December 2012
SPS Commerce December 2007 - March 2011
SPS Commerce August 2007 - December 2007
SPS Commerce September 2005 - August 2007
Comm-Works June 2004 - September 2005
Skills
Account Management, SaaS, Business Analysis, Customer Service, Supervisory Skills, Salesforce.com..., Customer Relations, Team Leadership, Project Management, Process Improvement, Analysis, Leadership, Salesforce.com
Education
Gustavus Adolphus College 2000 — 2004
BA, Psychology
Thrivent Financial September 2011 - Present
Hydrite Chemical Co. January 2009 - May 2011
Rohm and Haas February 1991 - January 2009
Great Lakes Chemical 1984 - 1991
Skills
Retirement Planning, IRAs, Wealth Accumulation, Retirement, Fixed Annuities, Education Funding, Mutual Funds, Disability Insurance, Life Insurance, Roth IRA, Long-term Care, Investments, Variable Annuities, 401k Rollovers, Asset Allocation, College Savings Plans, FINRA Series 6, FINRA Series 63, Wealth Strategies, Financial Strategies
Education
Franklin University 2002 — 2004
Bachelor of Business Administration (BBA), Business
CAbi Clothing January 2015 - Present
Thrivent Financial July 2014 - Present
iPayment, Inc. October 2012 - November 2013
Senior Helpers - Westlake Village, CA June 2009 - August 2012
Lanette M. Sperline, Consultant 2008 - June 2009
Monarch Village August 2008 - May 2009
Aegis Living November 2005 - May 2007
Skills
Healthcare, Team Building, Home Care, Elder Care, Leadership, Management, Marketing, Public Speaking, Training, Business Development, Budgets, Community Outreach, Healthcare Management, Customer Service, Sales, Long-term Care, Strategic Planning, New Business Development, Marketing Strategy, Managed Care, Quality Assurance, Event Planning, Fashion, Life Insurance, Long Term Care Insurance
Education
Green River Community College
Business Administration Certificate, Business Administration
Thrivent Financial August 2010 - Present
Skills
Asset Allocation, Retirement Strategies, Retirement Accumulation..., Retirement Distribution..., Investment Strategies, Risk Management, Education Funding, Legacy Strategies, Estate Strategies, Charitable Strategies
Education
The American College 2014 — 2015
studying for my CFP designation
George Mason University 1989 — 1991
Teacher Certification
Southern Connecticut State University 1981 — 1985
B.S., Mathematics/Computer Science
University of Minnesota November 2014 - Present
e3communications November 2014 - Present
Thrivent Financial February 2004 - November 2014
UCare Minnesota January 2002 - February 2004
Piper Jaffray January 1997 - January 2002
HealthPartners January 1994 - January 1997
Weber Shandwick 1992 - 1994
Skills
Marketing Strategy, Internal Communications, Strategic Communications, Corporate Communications, Public Relations, Crisis Communications, Social Media, Social Media Marketing, Event Planning, Public Speaking, Leadership, Newsletters, Advertising, Marketing, Strategic Consulting, Marketing Communications, Strategic Planning, Media Relations, Integrated Marketing, Press Releases, Reputation Management, Editing, Nonprofits, Thought Leadership, Communications Planning, Writing, Program Management
Education
University of Minnesota-Twin Cities 2014 — 2015
Teaching Faculty, School of Journalism and Mass Communication
University of Minnesota-Twin Cities 1988 — 1992
Master of Arts
University of Iowa 1983 — 1985
Bachelor of Arts
Gustavus Adolphus College 1981 — 1983
Major: English Literature
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans November 2013 - January 2014
Pfizer Consumer Healthcare September 2009 - July 2013
Wyeth Consumer Healthcare August 2005 - August 2009
Wyeth Consumer Healthcare June 2003 - June 2005
Wyeth Consumer Healthcare February 2002 - May 2003
Wyeth Consumer Healthcare October 2000 - January 2002
Wyeth Consumer Healthcare January 1998 - November 2000
Skills
Cross-functional Team..., Market Research, Marketing Research, Forecasting, Management, Business Development, Marketing, Customer Insight, Competitive Analysis, FMCG, Advertising, Segmentation, Market Analysis, Key Account Management, Product Launch, Trade Marketing
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Marketing Management
Winona State University 1993 — 1996
BS, Business Administration
Thrivent Financial October 2011 - Present
Skills
Retirement Planning, Fixed Annuities, IRAs, Variable Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Mutual Funds, Long-term Care, Investments, 401k Rollovers, Financial Analysis, Strategic Planning, Nonprofits
Education
Eastern University
Bachelor of Business Administration (BBA)
Thrivent Financial January 2013 - Present
Pfizer, Inc January 1987 - December 2001
Bankers Trust Company October 1981 - October 1985
Pfizer, Inc September 1979 - October 1981
Skills
Strategic Planning, Finance, Financial Analysis, Financial Services, Public Speaking, Strategy, Risk Management, Investments, Financial Planning, Event Planning
Education
Stevens Institute of Technology
M.S. degree, Management Science in Economics
Gettysburg College
B.A. degree, Economics
Thrivent Financial September 1997 - Present
Genuardi Supermarkets September 1969 - September 1997
Skills
Personal Financial..., Wealth Management..., Retirement Planning, Estate Planning, IRAs, Money Management, Charitable Gift Planning, Investments, Mutual Funds, Long Term Care Insurance, Fixed Annuities, 401k Rollovers, Variable Annuities, Life Insurance, Term Life Insurance
Education
Drexel University - College of Business and Administration 1970 — 1975
Bachelor of Science (BS), Commerce & Engineering
Hatboro-Horsham 1966 — 1970
Thrivent Financial 2012 - Present
Color Communications Inc. 2005 - 2011
PPG Industries 1986 - 2003
Education
Ferris State University
Bachelor's Degree
Jolene McKenna Coaching July 2013 - Present
Thrivent Financial February 2015 - Present
Hep C Connection January 2013 - Present
Red Door House Corporation March 2014 - July 2015
Jolene McKenna Consulting April 2010 - June 2013
IBM February 2000 - April 2010
IBM September 1989 - February 2000
Skills
Zero Balancing, Life Coaching, Wellness Coaching, Chronic Care, Mindfulness Meditation, Spiritual Gifts, Dynamic Speaker, Compassion, Leadership, Management, Project Management, Entrepreneurship, Team Leadership, Business Process, Coaching, Program Management, Start-ups, Management Consulting, Business Process..., Strategic Planning, Team Building, Process Improvement, Motivational Speaking, Consulting, Toastmasters
Education
Zero Balancing 2014 — 2014
Joe Dispenza 2014 — 2014
Life Coaching Institute 2010 — 2010
Life Coaching Certificate
Front Range Community College
SUNY Empire State College
Thrivent Financial April 2013 - Present
Perritt Capital Management January 2012 - September 2012
Citizens First National Bank May 2010 - September 2011
Wayne Hummer Asset Management 2008 - 2009
Fifth Third Bank, Lake Forest, Illinois 2005 - 2008
AOS, Inc, Chicago, Illinois 2003 - 2005
Skills
Asset Managment, PowerPoint, Wealth Management, Wealth Management..., Portfolio Management, Banking, Financial Analysis, Securities, Equities, Investments, Estate Planning, Wealth, Loans, High Net Worth..., Private Banking
Education
Cannon Trust I 2011 — 2011
Certificate Completion, Trust
DePaul University 2005 — 2007
Certificate Completion, CFP Program
DePauw University
BS, Liberal Arts
Lake Forest Graduate School of Management
MBA Program
Gustavus Alumni Board of Directors September 2014 - Present
Thrivent Financial June 2004 - Present
Mississippi Dunes Golf Links May 1996 - July 2002
Skills
Financial Advisory, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Fixed Annuities, Strategic Financial..., Investment Strategies, Estate Planning, Retirement, FINRA Series 7, Wealth Management, IRAs, Investment Advisory, Life Insurance, Long-term Care, Variable Annuities, Asset Management, Portfolio Management, 401k Rollovers, Certified Financial...
Education
The American College 2005 — 2007
Certified Financial Planner®, Retirement Income and Distribution Solutions
Gustavus Adolphus College 2000 — 2004
Management, Business
Thrivent Financial April 2014 - Present
Cambria September 2013 - December 2013
Westside Liquor May 2012 - August 2013
Gustavus Adolphus College September 2011 - August 2012
Orlo Almlie Farms May 2008 - August 2011
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Time Management, Public Speaking, Social Media, Customer Service, Event Planning, Leadership, Higher Education, Research, Student Development, Facebook, Community Outreach, Teamwork, Resume Writing, Social Networking, Adobe Creative Suite, Social Media Marketing, Team Leadership
Education
Gustavus Adolphus College 2010 — 2014
Bachelor's degree, Finance and Economics
Willmar Senior High School 2005 — 2010
Thrivent Financial June 2014 - Present
Skills
Process Improvement, Team Building, Six Sigma, Healthcare, Project Management, Change Management, Leadership, Cross-functional Team..., Program Management, Business Strategy, Strategic Planning, Management, Coaching, Training, Data Analysis, Business Process..., Entrepreneurship, Operations Management, Leadership Development, Strategy, Performance Management, Team Leadership
Education
Eastern Kentucky University 1973 — 1977
Bachelor of Business Administration (BBA), Management
Boyle County High School 1969 — 1973
Thrivent Financial October 2014 - Present
Elite Security & Maintenance 2010 - 2014
Skills
Leadership, Operations Management, Team Building, Management, Customer Service, Contract Management, Budgets, Process Improvement, Contract Negotiation, Strategic Planning, Project Management, Public Speaking, Microsoft Excel, Facilities Management, Change Management, Inventory Management, Team Leadership, Financial Services, Financial Planning, Retirement Planning, Retirement Savings, Retirement Income..., Investment Strategies, Life Insurance, Long Term Care Insurance, Disability Insurance, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Legacy Giving, Debt Management, Microsoft Office
Education
Emory University - Goizueta Business School 2008 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Liberty University 2006 — 2007
Thrivent Financial 2001 - Present
Thrivent Financial 2001 - 2013
Thrivent Financial 2001 - 2013
American Express Financial Advisors 1998 - 2001
Flagship Athletic Club 1990 - 1998
Education
Gustavus Adolphus College 1985 — 1990
Political science and history
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans August 2012 - December 2013
Thirty-One Gifts June 2012 - October 2012
Thrivent Financial for Lutherans April 2011 - August 2012
Thrivent Financial for Lutherans April 2009 - April 2011
Thrivent Financial for Lutherans February 2006 - April 2009
Thrivent Financial for Lutherans March 2003 - February 2006
Boston Market June 1996 - March 2003
Skills
Leadership, Strategy, Marketing, Salesforce.com, Marketing Strategy, Event Planning, Business Planning, Fundraising, Recruiting, Team Leadership, Team Building, Community Outreach, Sales, Nonprofits, Change Management, Analysis, Insurance, Marketing Communications, Newsletters, Project Management, Microsoft Office, Thought Leadership, Strategic Leadership, Event Management, Project Planning, Volunteer Management, Business Coaching, Creativity, Strategic Partnerships, Creative Problem Solving, Training, Building Relationships, Creative Strategy, Strategic Thinking, Event Marketing, Special Events, Event Execution, Meeting Deadlines, Multi-tasking, Volunteer Training, Non-profits, Marketing for Small..., Facebook Marketing, Salesforce Training, Leadership Development, Program Management, Volunteering, Management, Strategic Communications, Social Networking
Education
Elizabethtown College 1997 — 2001
BA, Art & Anthropology/Sociology
Perkiomen Valley High School 1994 — 1997
Diploma, College Prep
Thrivent Financial February 2013 - Present
Skills
Public Speaking, Event Planning, Microsoft Office, Customer Service, Leadership, Nonprofits, Teaching, Strategic Planning, Team Building, Microsoft Excel, Leadership Development, Volunteer Management
Education
Peru State College 1996 — 1998
Bachelor of Science (B.S.), Elementary Education and Teaching
Grace University 1994 — 1997
Associate of Arts (A.A.), Bible/Biblical Studies
Thrivent Financial September 2014 - May 2015
Thrivent Financial May 2014 - August 2014
Parasole Restaurant Holdings, Inc. 2010 - 2014
Parasole Holdings and Brinker Internatioanl September 2006 - October 2013
Skills
Microsoft Excel, Customer Satisfaction, Regression Analysis, PowerPoint, Asset Management, Analysis, Microsoft Word, Financial Engineering, Capital Budgeting, MBA, Bond Pricing, Asset Managment, Financial Accounting, Managerial Accounting, Statistical Modeling, Financial Statement..., Competitive Advantage, Graphical Analysis, Abstract Algebra, Management Accounting, NPV, IRR, FV, Portfolio Management, Mathematical Modeling, Financial Analysis, ARR, Liabilities, PV, Quantitative Research, Quantitative Investing, Quantitative Finance, Factor Analysis, Matlab, C#, SQL Server Management..., SQL, Microsoft Office, Microsoft SQL Server, Bloomberg Terminal
Education
University of Minnesota - School of Mathematics 2013 — 2015
Master of Financial Mathematics, Financial Mathematics, 3.640
Rockhurst University 2006 — 2007
Master of Business Administration (M.B.A.), Finance, International Finance, and International Business, 3.85
Gustavus Adolphus College 2000 — 2004
Bachelor of Arts (B.A.), Mathematics
Thrivent Financial August 2012 - Present
JRR Title LLC September 2011 - March 2012
Courthouse Imaging June 2011 - September 2011
Skills
Word, Excel, PowerPoint, Outlook, ACDSee
Education
Dickinson State University 2000 — 2011
Bachelor of Science, University Studies
Watford City High School 1994 — 2000
High School Diploma
Thrivent Financial August 2013 - Present
Education
Florida State University 2000 — 2007
M.S.
Florida Institute of Technology 2000 — 2004
M.S.
Florida Institute of Technology 1996 — 2000
B.S.
Thrivent Financial December 2014 - Present
Thrivent Financial April 2014 - Present
Thrivent Financial for Lutherans October 2007 - April 2014
Skills
Process Improvement, Series 7, Operations Management, Change Management, Financial Services, Vendor Management, Strategic Planning, Business Process..., Leadership
Education
Gustavus Adolphus College 1990 — 1994
Bachelor of Arts (B.A.), French Studies, Speech/Communications
Lucas County Juvenile Court June 2007 - Present
Thrivent Financial September 2005 - May 2007
East Toledo Family Center May 1998 - August 2005
The Mill Youth Stop November 2004 - February 2005
Lighthouse Community Outreach 1995 - 1998
Center for Student Missions 1990 - 1995
Skills
Volunteer Management, PowerPoint, Teaching, Customer Service, Team Building, Public Speaking, Non-profits, Fundraising, Grant Writing, Social Media, Research, Public Relations, Program Development, Community Outreach, Leadership, Leadership Development, Event Planning, Training, Strategic Planning, Nonprofits, Coaching, Organizational..., Staff Development
Education
University of Toledo 2000 — 2004
MA, Counseling
Eastern University 1986 — 1990
BA, Youth Ministry
OnApproach June 2015 - Present
OnApproach November 2013 - June 2015
Gustavus Investment Partnership March 2012 - September 2014
Thrivent Financial June 2013 - December 2013
Conway, Deuth & Schmiesing, PLLP May 2012 - February 2013
Thrivent Financial September 2012 - December 2012
Skills
Leadership, Business Development, Portfolio Management, Financial Analysis, Data Analysis, Stock Market, Start-ups, Inbound Marketing, Sales, Teamwork, Outstanding..., Enthusiastic..., Investments, Stock Market Analysis, Motivation, Customer Service, Equities, CRM, Investment Strategies, Investment Banking, Diligent, Entrepreneurship, Team Leadership, Team-oriented, Business Analysis, Financial Modeling, Enthusiasm to learn, Management, Finance, Analysis, Corporate Finance, Valuation, Microsoft Excel, Business Intelligence, Microsoft Office, Salesforce.com, Strategic Planning, Business Strategy, WordPress, Blogging, Inbound Lead Generation, Financial Reporting
Education
Gustavus Adolphus College 2010 — 2014
Bachelor’s Degree, Financial Economics
New London - Spicer H.S. 2006 — 2010
JL Formalarie Consulting September 2014 - Present
HART Commuter Services January 2002 - Present
Zion Lutheran Church, Oldwick April 1994 - Present
NJ Department of Labor and Workforce Development October 2012 - September 2014
National Work Readiness Credential January 2007 - October 2012
SETC July 2003 - October 2012
Gender Parity Science & Technology Subcommittee July 2003 - October 2012
Thrivent Financial 2008 - 2012
Hunterdon County Polytech 2007 - 2010
New Jersey Department of Labor & Workforce Development 1979 - 2003
Skills
Public Speaking, Grant Writing, Community Outreach, Workforce Development, Non-profits, Program Development, Economic Development, Leadership Development, Nonprofits, Budgets, Organizational..., Policy, Government, Human Resources, Fundraising, Public Policy, Program Evaluation, Policy Analysis, Volunteer Management, Administration, Staff Development, Program Management, Grants, Community Development, System Administration, Strategic Planning, Workshop Facilitation, Public Relations, Project Management, Research, Training, Legislative Relations, Strategic Communications, Leadership, Coaching, Higher Education, Event Planning, Teaching, Proposal Writing, Politics
Education
East Stroudsburg University of Pennsylvania 1971 — 1975
BS
Jeff Anderson & Associates September 2015 - Present
Sis Covers June 2015 - September 2015
Domino's October 2014 - January 2015
Thrivent Financial May 2014 - August 2014
Thorn No More June 2011 - September 2013
Discounts Your Way March 2012 - November 2012
Self-Employed June 2007 - August 2010
Skills
Marketing, Entrepreneurship, Research, Presentations, Project Management, Social Media Marketing, Spanish, Networking, Creativity, Graphic Design, Microsoft Excel, Market Research, Management Accounting, Psychology, Direct Sales
Education
Gustavus Adolphus College 2011 — 2015
Bachelor's degree in Management.
Stillwater Area High School
Hancock Bank February 2015 - Present
Fifth Third Bank 2013 - 2014
AXA Advisors 2012 - 2013
Thrivent Financial 2009 - 2011
Executive National Bank 2007 - 2009
Citibank 2004 - 2007
SouthTrust Bank September 2000 - October 2004
SunTrust Bank 1981 - 2000
Skills
Series 7, Series 66, Life & Health Insurance..., Banking, Merchant Services, Cash Management, Retirement, Finance, Executive Management, Credit, Securities, Commercial Banking, Loans, Credit Analysis, Commercial Lending, Financial Analysis, Treasury Management, Insurance, Portfolio Management, Life Insurance
Education
Florida State University 1979 — 1981
Bachelor of Arts, Finance
Miami Dade College 1977 — 1979
AA, Business Administration
Thrivent Financial September 2013 - Present
Thrivent Financial May 2012 - September 2013
Aviva Investors June 2010 - May 2012
Aviva Investors June 2007 - June 2010
Scottrade June 2006 - June 2007
Skills
Business Analysis, Agile Methodologies, Investment Operations, Trading Systems, Charles River IMS, PAM for Securities, Bloomberg Terminal, Index Options, Futures, Derivatives, Collateral Management, Middle Office, Investments, Trading, Business Process, Bonds, Bloomberg, Requirements Analysis, Equities, Securities, Equity Derivatives, Requirements Gathering, Investment Management, FX Options, Business Requirements, Asset Management, SDLC, Scrum, Back Office, Financial Services, Mutual Funds, Options, Settlement
Education
Creighton University 2012 — 2015
M.Sc Investment Management and Financial Analysis (MIMFA)
Drake University 2002 — 2007
B.S. Business Administration, Finance, Information Systems
CFA Program
2016 Level III Candidate
Thrivent Financial for Lutherans December 1991 - Present
Thrivent Financial 1991 - 2014
Thrivent Financial 1991 - 2014
TSM Financial Group May 1986 - December 1991
Education
Eastern Michigan University 1990 — 1994
MBA, Management and Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Business Administration
Kodaikanal
Thrivent Financial June 1983 - Present
Skills
Mutual Funds, Retirement, Fixed Annuities, Investments, Asset Allocation, Investment Strategies, IRAs, Financial Analysis, Retirement Strategies, FINRA Series 6, FINRA Series 63, Estate Strategies
Education
Green River Community College 1975 — 1977
Associates Degree, Aviation
Sumner High School, Sumner, WA 1972 — 1975
Thrivent Financial August 2013 - Present
Poseidon Enterprises, LLC January 2012 - August 2013
Monroe Bank & Trust June 2007 - February 2013
Coldwell Banker Haynes Real Estate September 2001 - June 2007
Pilchak & Cohen , PC July 2000 - June 2001
William C. Brown, Attorney at Law May 1999 - August 1999
National Labor Relations Board May 1998 - August 1998
Skills
Negotiation, Customer Service, Team Leadership, Non-profits, Relationship Management, Leadership, Mediation, Building Relationships, Organizational..., New Business Development
Education
Eastern Michigan University 2011 — 2012
MBA, Human Resources
Eastern Michigan University 2009 — 2011
Graduate Certificate Human Resource Management, Human Resources
Wayne State University Law School 2000 — 2001
L.L.M, Labor Law
Syracuse University College of Law 1997 — 2000
J.D., Law
Eastern Michigan University 1993 — 1997
B.S., Public Law & Government
Eastern Michigan University 1993 — 1997
B.S., Organizational Communication
Corunna High School 1989 — 1993
Hamilton Capital Management June 2014 - Present
Thrivent Financial August 2007 - June 2014
Education
Georgetown University 2011 — 2011
Certificate in Financial Planning, Financial Planning and Services
The Defiance College 2003 — 2007
Bachelor of Arts (BA), Finance, Management, Economics
Amerisure Insurance August 2013 - Present
Thrivent Financial October 2011 - January 2013
Prairie Risk Partners October 2008 - March 2011
United Heartland July 2003 - October 2008
AmVista Group September 2002 - July 2003
EBI Companies 1999 - 2002
Browning Ferris Industries 1996 - 1997
Interbake Foods 1996 - 1997
Skills
Workers Compensation, Risk Management, Insurance, Risk Assessment, Property & Casualty..., Claims Management, Underwriting, Commercial Insurance, Marketing, Loss Prevention, Safety, Claim, Strategic Planning, General Insurance, Executive Management, Management, Professional Liability, Employee Benefits, Financial Risk, Casualty, Process Improvement, Team Building, Training, Leadership, Commercial Lines, Legal Liability, Casualty Insurance
Education
Grand Valley State University 1988 — 1996
BS
Eastern Michigan University
Eastern Michigan University
ChildServe July 2010 - Present
ChildServe June 2004 - June 2010
Hamline University 2003 - 2004
Thrivent Financial 2002 - 2003
Baker Tilly Virchow Krause, LLP 2000 - 2002
Skills
Accounts Receivable, Auditing, Budget Management, Supervisory Skills, Cost Reporting, Supervisory Experience, Process Improvement, Contract Negotiation, Account Reconciliation, Financial Reporting, Revenue Management, Non-profit Experience, Financial Statements, Healthcare, Revenue Cycle, Variance Analysis, Budgets, Training, Policy, Accounts Payable, Leadership, General Ledger, Nonprofits, Strategic Planning, Accounting, CPA, GAAP, Financial Analysis, Healthcare Management, Great Plains Software, Cash Receipts, Revenue Recognition, FRx, Fixed Assets, Fixed Asset Management, Accruals, Year-end Close, Internal Audit
Education
Drake University 2006 — 2008
Master of Public Administration, Policy and Heath Care emphasis
Luther College 1996 — 2000
Bachelor of Arts, Accounting, Management
Independent Consultant January 2015 - Present
Thrivent Financial January 2008 - December 2014
Thrivent Financial November 2005 - January 2008
Thrivent Financial November 2004 - November 2005
Genesis10 July 2003 - May 2004
PricewaterhouseCoopers September 1995 - June 2003
Norwest Bank 1989 - 1995
Skills
Leadership, Strategic Planning, Strategy, Business Strategy, Financial Services, Non-profit Boards, Program Management, Project Management, Change Management, Workshop Facilitation, Management, Business Process..., Consulting, Business Analysis, Process Improvement, Analysis, Cross-functional Team..., Fundraising, Management Consulting, Mutual Funds, Risk Management, Vendor Management, Product Development, SDLC, Insurance
Education
Dominican University 1972 — 1976
BA, Communications Arts & Sciences
Saint Louis University 1971 — 1972
Undergraduate studies
Thrivent Financial August 2010 - Present
Main Street Bank January 2007 - September 2008
Craig Stockel & Associates February 1992 - December 2006
VTL Search 2002 - 2006
St. Croix Regional Medical Center June 1999 - November 2001
River Region Health Services/Fairview Health February 1990 - May 1999
OSF Healthcare August 1983 - October 1989
Skills
Financial Analysis, Insurance, Risk Management, Strategic Planning, Customer Service, Management, Finance, Business Development, Project Management, Marketing
Education
Trinity University 1989 — 1992
Masters, Healthcare Administration
Eastern Illinois University 1976 — 1980
Bachelors, Journalism
Thrivent Financial July 2010 - Present
American Express July 2007 - June 2010
STI Physical Therapy and Rehabilation 2004 - 2008
Lucent Technologies March 1998 - July 2004
Education
DeVry University 2000 — 2003
MPM, Project Management
DeVry University 1995 — 1998
CIS, Computer Information Systems
Thunderbird High School 1975 — 1979
Cleveland Community College August 2009 - Present
Euro Auto Festival 2007 - Present
Boys & Girls Club of Cleveland County January 2001 - Present
GCA Services September 2009 - January 2015
Thrivent Financial 2008 - 2010
PPG INDUSTRIES FIBER GLASS MANUFACTURING PLANT January 1988 - May 2009
PPG Industries May 1996 - April 2009
PPG Industries March 1998 - September 2007
PPG Industries April 1994 - July 1996
PPG Industries January 1978 - January 1987
Skills
Organizational..., Strategic Planning, Internal Communications, Employee Training, Leadership, Leadership Development, Team Building, Coaching, Change Management, Process Improvement, Workshop Facilitation, Performance Management, Human Resources, Training, Public Speaking, Customer Service, Lean Manufacturing, Strategy, Manufacturing, Staff Development, Recruiting, Budgets, Fundraising, System Administration, Management, Non-profits, Employee Relations, Policy, Employee Engagement, Continuous Improvement, Teaching, Instructional Design, Project Planning, Cross-functional Team..., Program Development, Higher Education, Adult Education, Public Relations, Succession Planning, Resume Writing, Nonprofits, Software Documentation, Kaizen Leadership, Creative Problem Solving, Time Management, Administration, Team Leadership, Conflict Resolution, Teamwork, Data Analysis
Education
Gardner-Webb University 2014 — 2017
Doctor of Education (Ed.D.) Organizational Leadership, Organizational Leadership
Penn State University 1975 — 1978
Doctorate in Ed Admin --ABD, education administration
Western Maryland College 1972 — 1975
PA Principal Certificate, educational administration
Shippensburg University of Pennsylvania 1970 — 1972
M. S., Education
Shippensburg University of Pennsylvania 1966 — 1970
B S, Elementary Ed
Carlisle High School 1963 — 1966
Lincoln Financial Advisors Financial RepresentativeFifth Thrid Bank2010 - 2011
Thrivent Financial 2006 - 2010
H&R Block 2005 - 2006
Keyline Solutions Inc 1987 - 2001
Continental Illinois National Bank 1971 - 1987
Education
DePaul University
Bachelor's Degree, Business Administration and Management
Lurie Wealth Advisors, LLC September 2014 - Present
JP Morgan September 2010 - September 2014
Trust Point Inc. January 2008 - September 2010
Thrivent Financial 1997 - 2006
Thrivent Financial 1992 - 1997
Thrivent Financial 1988 - 1992
Skills
Series 7, Investments, Investment Strategies, Wealth Management, Asset Allocation, Series 63, Equities, Asset Managment, Mutual Funds, Portfolio Management, Investment Advisory, Securities, Equity Research, Strategic Financial..., Estate Planning, Retirement Planning, Hedge Funds, Financial Analysis, Alternative Investments, Bloomberg
Education
Gustavus Adolphus College
Bachelor of Arts, Computer Science, Math, Philosophy
Thrivent Financial January 2015 - Present
Fleming, Tawfall & Company, P.C. July 1986 - October 2014
Education
Eastern Illinois University 1982 — 1986
Bachelors, Accounting
Thrivent Financial April 2015 - Present
Thrivent Financial November 2013 - Present
Thrivent Financial for Lutherans January 2013 - November 2013
Thrivent Financial for Lutherans February 2011 - December 2012
Thrivent Financial for Lutherans December 2007 - February 2011
Thrivent Financial for Lutherans March 2007 - December 2007
Skills
Project Management, Microsoft Project, Process Improvement, Green Belt, Strategic Planning, Business Analysis, Leadership, Team Leadership, Customer Service, Outlook, Visio, Business Process..., Change Management
Education
Ferris State University 1998 — 2003
Thrivent Financial February 2013 - Present
Skills
Public Speaking, Leadership Development, Nonprofits, Teaching, Volunteer Management, Community Outreach, Preaching, Fundraising, Biblical Studies, Pastoral Care, Insurance, Fixed Annuities, Variable Annuities, Disability Insurance, Long-term Care, Mutual Funds, Life Insurance, Term Life Insurance, Whole Life, Universal Life, Variable Life, Workshop Leadership, Workshops, Financial Analysis, Financial Services, Risk Management, Guaranteed Lifetime..., Final Expense Planning, Medicare Supplements, Health Insurance, Coaching, Data Analysis, Forecasting, Keyboards, Strategic Planning, Public Relations, Sales, Writing
Education
North Central University 1981 — 1985
Bachelor of Arts (B.A.), Pastoral Studies
Evangel University 1980 — 1981
Biblical Studies
Thrivent Financial August 2013 - Present
YMCA of Saginaw July 2010 - Present
Le Bouefs Lounge May 2004 - June 2010
LaFleur Landscaping May 2004 - June 2010
Site Management May 2008 - September 2008
Skills
Integrated Marketing, Advertising, Social Media, Direct Marketing, Account Management, B2B, Leadership
Education
Ferris State University 2007 — 2010
Bachelor, Advertising
Thrivent Financial January 2015 - Present
The Center for Advanced Hindsight at Duke July 2012 - Present
Freelance 2007 - 2013
World Vision March 2012 - June 2012
Duke's Center on Globalization, Governance & Competitiveness October 2011 - June 2012
World Relief September 2009 - August 2011
Durham Center for Senior Life September 2010 - May 2011
World Vision July 2010 - August 2010
Christianity Today International October 2006 - May 2009
Peace Corps June 2004 - June 2006
Skills
Editing, Writing, Value Chain Analysis, Policy Analysis, Qualitative Research, Public Policy, Policy, International..., Photo Research, Community Outreach, Non-profits, Teaching, Training, Research, Public Speaking, International Relations, Journalism, Community Development, Grant Writing, Nonprofits
Education
Duke University 2009 — 2011
Master of Public Policy, Public Policy Analysis
Northwestern University 1999 — 2003
BA, English major in Writing
Thrivent Financial October 2012 - Present
Thrivent Financial for Lutherans February 2011 - May 2012
Georgia Family Council December 2006 - February 2010
Newton County School System July 2005 - June 2006
Gwinnett County Public Schools July 2003 - June 2005
Social Circle City Schools October 2002 - June 2003
SRA/McGraw-Hill Publishing June 1999 - September 2002
Gwinnett County Public Schools July 1994 - June 1999
DeKalb County School System July 1992 - June 1994
Southeastern Synod of the ELCA August 1986 - August 1988
Education
University of West Georgia 2003 — 2005
L-5 Certificate
Georgia State University 1992 — 1995
M.Ed.
Georgia State University 1988 — 1992
B.S.
SOCOM/SORDAC November 2014 - Present
Thrivent Financial January 2012 - December 2014
US Navy PMS 408 November 2007 - October 2014
United States Marine Corps October 2006 - May 2007
United States Marine Corps July 1996 - July 2004
US Army February 1991 - May 1995
Skills
Program Management, Project Management, DoD, Security Clearance, Leadership, Systems Engineering, Management, Integration, Military, Project Planning, Fundraising, Production Schedules, Contract Management, Government Contracting
Education
University of Maryland University College 1993 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Fisher College 1984 — 1986
Associate of Science (A.S.), Business Administration and Management, General
Thrivent Financial 2004 - Present
Skills
Life Insurance, Loans, Long Term Care Insurance, Credit, Education Funding, Social Media, Microsoft Excel
Education
Eastern Washington University 1990 — 1992
BA, Business Management & Marketing
Thrivent Financial August 2015 - Present
WCG, a W2O Company March 2015 - July 2015
OptiMine Software, Inc. May 2013 - March 2015
+ January 2012 - August 2013
Carlson Ventures Enterprise January 2010 - May 2011
Schulze Diabetes Institute January 2010 - August 2010
MRIGlobal March 2004 - July 2009
University of Missouri - Kansas City June 2003 - March 2004
Smithton High School August 2002 - June 2003
University of Missouri June 1997 - July 2002
Skills
Research, Business Strategy, Data Analysis, Strategic Planning, Project Management, Marketing, Marketing Research, Management, Market Research, Marketing Strategy, Business Development, Product Development, SEM, Program Management, Competitive Analysis, Leadership, Strategy, Analytics
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Marketing, Business Development
Graceland University
Bachelor of Science, Chemistry
University of Missouri-Columbia
Biochemistry
VALIC February 2013 - Present
Thrivent Financial October 2004 - February 2013
Monett Communications Inc. 1992 - 2004
Education
Missouri State University 1989 — 1993
Business / Media Management (TV/Radio)
Drury University 1987 — 1989
Business / Media Management (TV/Radio)
Thrivent Financial September 2015 - Present
Two enLIGHTen June 2015 - Present
Eaton - Hydraulics Business January 2014 - January 2015
Eaton - Hydraulics Business August 2008 - December 2013
Gap Inc./ Banana Republic September 2002 - September 2008
Condé Nast International December 2004 - May 2005
Skills
Journalism, Writing, Photography, Blogger, Blogging, Account Management, Customer Relations, Customer Service, Sales, Inside Sales, Fashion Design, Interior Design, Fashion Styling, Men's Fashion, Social Media, Scheduling, Appointment Scheduling, Microsoft Office, Event Planning, Illustrator
Education
Normandale Community College 2012 — 2017
Bachelor’s Degree, Registered Nursing/Registered Nurse
Fashion Institute of Technology 2003 — 2005
Associate’s Degree, Fashion/Apparel Design
Thrivent Financial August 2005 - Present
Florida Southern College May 1993 - June 2005
Skills
Leadership Development, Public Speaking, Leadership, Coaching, Life Insurance, Investments, Front Line Leadership, Insurance, Mutual Funds, Term Life Insurance, Retirement, Small Business, Fixed Annuities, Health Insurance, IRAs, Disability Insurance, Employee Benefits
Education
The American College 2009 — 2010
CLF
United States Sports Academy 1993 — 1995
M.S.S., Sports Management
Florida Southern College 1982 — 1986
B.S., Business Management
TD Ameritrade May 2015 - Present
Thrivent Financial 2014 - December 2014
Capital One BANK July 2013 - April 2014
ViewPoint Bank March 2012 - July 2013
JPMorgan Chase July 2010 - February 2012
Skills
Finance, Loans, Customer Service, Leadership, Sales, Microsoft Office, Management, Financial Services, Financial Analysis, Investments, Portfolio Management, Event Planning, Series 7
Education
Harding University
BS
Eastern Arizona College
AA, General Studies
Thrivent Financial 2014 - Present
Education
Georgia Institute of Technology 1974 — 1975
MS, Industrial Management
Duke University 1970 — 1974
BS, Psychology
Thrivent Financial July 2015 - Present
Livonia Public Schools February 1999 - January 2015
Skills
Public Relations, Media Relations, Public Speaking, Social Media, Event Planning, Social Media Marketing, Community Outreach, Strategic Planning, Community Relations..., Board of Directors, Press Releases, Marketing Communications, Social Networking, Blogging, Event Management, Marketing, Advertising, Board Member, Business Development
Education
Eastern Michigan University 2006 — 2008
Master of Arts (MA), Communications
Eastern Michigan University 1988 — 1992
Bachelor of Science (B.S.), Telecommunications
Specs Howard School of Media Arts 1987 — 1988
Financial Services Institute April 2015 - Present
Financial Services Institute June 2013 - Present
Financial Industry Regulatory Authority April 2012 - May 2013
FINRA May 2010 - April 2012
MassMutual Financial Group May 2009 - April 2010
Thrivent Financial September 2004 - August 2008
Target 2000 - 2002
Skills
Securities, AML, FINRA, Securities Regulation, Series 7, Investments, Legal Research, Series 24, Investment Advisory..., Broker-Dealer Compliance, Broker-Dealer, Life Insurance, Investment Advisers Act, General Securities..., Securities Exchange Act..., Financial Services, Fraud Detection, Certified Fraud Examiner, Corporate Governance, Corporate Law, Anti Money Laundering
Education
William Mitchell College of Law 1999 — 2002
J.D., Law
Eckerd College 1995 — 1998
B.A., Political Science
Mahtomedi High School
Thrivent Financial September 2015 - Present
Wells Fargo November 2013 - September 2015
Island Real Estate of Anna Maria Island, Inc February 2013 - October 2013
Legacy Golf Club July 2012 - June 2013
Boys & Girls Club June 2009 - August 2009
Boys & Girls Club June 2008 - August 2008
Merrill Lynch August 2006 - January 2007
Albertson's September 2004 - March 2006
Skills
Hospitality Management, Hotels, Front Office, Social Media, Web Marketing, SEO, Microsoft Office, Hospitality, Sales, Marketing, Customer Service, Microsoft Excel, Food & Beverage, Online Marketing
Education
University of South Florida 2010 — 2012
Bachelor of Science, Hospitality Management
Florida State University 2007 — 2010
Hospitality Management
Thrivent Financial April 2011 - Present
Junior League of Chattanooga 2013 - May 2014
Junior League of Chattanooga 2012 - 2013
Junior League of Chattanooga 2010 - 2012
Chitwood & Chitwood March 2010 - January 2011
Stella & Dot November 2009 - December 2010
Breast Cancer Network of Strength July 2008 - April 2009
Breast Cancer Network of Strength formerly Y-ME June 2008 - September 2008
Creative Discovery Museum August 2001 - March 2005
Skills
Public Speaking, Marketing Strategy, Publicity, Marketing, Media Relations, Marketing Communications, Social Networking, Social Media Marketing, Creative Writing, Strategic Planning, Recruitment Advertising, Leadership, Training, Program Management, Team Building, Research, Sales, Time Management, Outlook, Team Leadership, Management, Process Improvement, Budgets, Data Entry, Microsoft Excel, Teamwork, Office Management, Editorial Management, Negotiation, Event Planning
Education
The University of Tennessee at Chattanooga 2001 — 2004
BS, Biology
Georgia College and State University 1997 — 2000
Biology
ADP December 2012 - Present
Thrivent Financial August 2008 - November 2012
The Altas Funding Company February 1999 - August 2008
Nations Credit Consumer Discount company May 1995 - February 1999
Avco Financial Services May 1987 - May 1995
Skills
Salesforce.com, Credit Analysis, Retirement, Mortgage Lending, Medicare Supplements, Life Insurance, Long Term Care Insurance, Mutual Funds, Loan Origination, Disability Insurance, Fixed Annuities, Variable Annuities, Annuity Sales, Collections, Mentoring New Hires, Management, Telephone Skills, Branch Management, Residential Mortgages, Commercial Mortgages, Home Equity Loans, Simple IRA, 401k
Education
Georgetown University 1982 — 1993
Latin American Studies
Kutztown University of Pennsylvania 1977 — 1981
Bachelor of Arts (B.A.), History, 3.17
Parkland High School 1974 — 1977
College Prep
Thrivent Financial May 2015 - Present
TransUnion June 2008 - May 2015
CVS Caremark Corporation 2006 - 2009
HCSC 1999 - 2006
Skills
SDLC, Disaster Recovery, Vendor Management, IT Management, Business Analysis, Process Improvement, ITIL, Data Warehousing, Data Center, Visio, IT Service Management, Project Portfolio..., Software Documentation, Business Intelligence, Database Administration, Team Leadership, IT Operations, Enterprise Architecture, Virtualization, PMP, Databases, Business Process, Information Technology, Resource Management, SharePoint, Software Project..., PMO, Solution Architecture, IT Strategy, ETL, Cross-functional Team..., Security, Outsourcing, Requirements Analysis, Project Management, Strategic Planning, Architecture, Web Services, Networking, Software Development, Program Management, E-commerce, Business Process..., Open Systems, Application Development, Budgeting, eCommerce, Agile Methodologies, CRM, Management
Education
Keller Graduate School of Management
Master of Business Administration (MBA), Emphasis in IT, 3.96
Keller Graduate School of Management
Master's of Information Systems Management, Includes Project Management Certification, 3.98
Grand Valley State University
Bachelor's degree, Information Systems Management
Grand Valley State University
Bachelor's degree, Computer Science
Lake Forest Graduate School of Management
Leadership Certification
Global Knowledge
ITIL Foundations Certified
Microsoft
Microsoft Operations Framework
Thrivent Financial September 2013 - Present
West Elementary School August 2012 - August 2013
Community Christian Church of Lake County June 2012 - October 2012
Hospira 2005 - 2010
Skills
Theology, Pastoral Counseling, Youth Ministry, Preaching, Youth Mentoring, Discipleship, Leadership Development, Volunteer Recruiting, Curriculum Development, Bible teaching, Strategic Vision, Volunteer Training, Youth Leadership, Mission Work, Youth Outreach, Sales, Pharmaceutical Sales, Pharmaceutical Industry, Sales Management, Direct Sales, Cold Calling, Capital Equipment, Marketing Strategy, Pricing Analysis, Bid Pricing, Financial Analysis, Competitive Analysis, Contractual Agreements, Public Speaking, Event Planning, Teaching
Education
Trinity Evangelical Divinity School 2010 — 2012
Master of Arts (M.A.), Double major: Pastoral Counseling Ministry & Christian Studies
Eastern Illinois University 1991 — 1994
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Thrivent Financial December 2011 - Present
Thrivent Financial May 2011 - December 2011
Thrivent Financial December 2010 - May 2011
Thrivent Financial January 2005 - March 2009
Accenture 2004 - 2005
Thrivent Financial May 2003 - July 2004
Skills
Investments, Retirement Planning, Mutual Funds, Asset Allocation, Financial Services, Retirement, Wealth Management, Insurance, Fixed Annuities, Financial Analysis, Life Insurance, Securities, Portfolio Management, Asset Managment, Financial Modeling, Sales Management, Team Leadership, Distribution Strategies, FINRA Series 7, Strategic Financial..., Leadership, Finance, Strategic Planning, Management, Customer Service, Public Speaking, Strategy, Marketing, Team Building, Business Development, Consulting, Coaching, Analysis, Risk Management, Sales, Management Consulting, Leadership Development, Microsoft Excel, Training, Nonprofits, Business Strategy, Teamwork, Entrepreneurship, PowerPoint, Business Planning, Social Networking, Data Analysis, Microsoft Office, Disability Insurance, Business Analysis
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, MBA
Gustavus Adolphus College 2000 — 2004
BA, Financial Economics, Psychology
Detroit Lakes Senior High 1996 — 2000
High School, HIgh School Diploma
Thrivent Financial May 2012 - Present
Benefit Design Strategies November 1979 - May 2012
The Palmer Agency July 2010 - October 2011
AAHU 1987 - 2010
NAHU 1987 - 2010
GAHU 2004 - 2005
GAHU 2003 - 2005
Skills
Retirement, Retirement Planning, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life Insurance, Universal Life Insurance, Long Term Care Insurance, Fixed Annuities, Variable Products, Estate Strategies
Education
Georgia State University
Thrivent Financial September 2012 - Present
Grace Lutheran Church July 2006 - August 2012
Diocese of Davenport, Iowa August 1993 - October 2004
Skills
Series 7, Retirement Planning, Financial Analysis, Retirement, Investment Strategies, Asset Allocation, Investments, Financial Planners, Mutual Funds, Financial Planning
Education
St. Ambrose University 1988 — 1989
Bachelor's degree, Business/Managerial Economics
Eastern Iowa Community College District 1985 — 1988
Associate's degree, Business/Commerce, General
Thrivent Financial May 2015 - Present
newlife church August 2014 - May 2015
Horizon Presbyterian Church August 2013 - August 2014
Detailed Windows August 2012 - August 2014
Lakes Highway District May 2013 - July 2013
Prisma Graphic November 2012 - April 2013
newlife church May 2012 - August 2012
Detailed Windows May 2011 - August 2012
newlife church August 2010 - May 2012
Skills
Finance, Financial Strategies, Wealth Strategies, Retirement Planning, Investments, Nonprofits, Leadership, Public Speaking, Team Building, Coaching, Management, Event Planning, Time Management, Teaching, Leadership Development, Social Networking, Volunteer Management, Vision Development, Small Group...
Education
Grand Canyon University 2012 — 2014
Bachelor's Degree, Christian Studies, 3.61
Olympic College 2009 — 2012
Associate's Degree, General Studies
Thrivent Financial June 2015 - Present
Mounds View Public Schools April 2005 - June 2015
Independent Consultant for NavCom Technology (a John Deere Company) March 2003 - August 2004
Thrivent Financial for Lutherans March 2000 - September 2001
Education
University of St. Thomas 2003 — 2004
M.A., Education - Ed. Technology
Gustavus Adolphus College 1995 — 1999
B.A., Organizational Management
Landmark Group of Thrivent Financial 2005 - Present
Thrivent Financial for Lutherans 2002 - 2004
Thrivent Financial 1989 - 2001
Coopers & Lybrand February 1987 - 1989
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Insurance, Investment Strategies, Estate Planning..., Charitable Planning..., Retirement Distribution..., Asset Allocation
Education
William Mitchell College of Law 1984 — 1987
JD, Tax, Estate and Charitable Planning
Gustavus Adolphus College 1980 — 1984
BA, Economics, English, Music
Thrivent Financial May 2014 - September 2014
Pierce Manufacturing December 2013 - May 2014
Bergstrom Automotive May 2012 - September 2012
Best Buy September 2009 - September 2011
Skills
Strategic Planning, Team Leadership, Risk Management, Creative Solutions, Data Analysis, Continuous Improvement, Achieving Measurable..., Time Management, Problem Solving, Asset Allocation, Attention to Detail, Organization, Teamwork, Microsoft Excel, Microsoft Office
Education
University of Wisconsin-Oshkosh 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Frankfurt University of Applied Sciences
International Finance
Aveo Engineering Florida, LLC June 2015 - Present
RDC Real Estate Services, LLC August 2014 - May 2015
Flagler Academic Support and Tutoring February 2014 - December 2014
Thrivent Financial April 2014 - August 2014
Imagine School Town Center January 2014 - May 2014
Wohlgemuth Orthodontics July 2013 - November 2013
Advent School August 2011 - June 2013
Zion Lutheran Christian School August 2010 - June 2011
Don Estridge Middle School August 2008 - June 2010
Skills
Environmental Education, Community Outreach, Fundraising, Biology, Science Education, Public Speaking, Event Planning, Conservation Issues, Inquiry-based Learning, Environmental Science, Group Lessons, Customer Service, Nonprofits, Organization, Education, Administrative Work, Laboratory Equipment, Property Management, Research, Strategic Planning
Education
Eckerd College 2002 — 2006
Bachelor of Arts (B.A.), Environmental Studies
Cosmix School of Makeup Artistry 2010 — 2011
Certificate, Fashion Makeup Artistry
Fahlgren Mortine February 2015 - Present
gyro July 2010 - February 2015
Sabatino/Day 2009 - July 2010
Sabatino/Day 2008 - 2009
Thrivent Financial 2006 - 2008
Sabatino/Day 1998 - 2006
Skills
Marketing Communications, Integrated Marketing, Marketing Strategy, Account Management, B2B, Leadership, Digital Marketing, Digital Strategy, Advertising, Email Marketing, Online Advertising, Brand Development, Interactive Marketing, Direct Mail, Brand Management, Creative Strategy, Media Planning
Education
Eastern Kentucky University 1994 — 1997
BBA, Marketing
Northmont
Afton Chemical August 2015 - Present
Afton Chemical December 2008 - July 2015
Holtz Property Management, LLC April 2005 - February 2009
Thrivent Financial March 2003 - April 2005
Northwestern Mutual January 2001 - February 2003
Holtz Bros Lawn Services April 1999 - June 2002
Skills
Leadership, Team Building, Workplace Safety, Manufacturing, Process Improvement, Finance, Management, Microsoft Office, Sales, Customer Service, Rescue, Fire Safety, Hazmat Response, Real Estate, Property Management, Conflict Resolution, First Responder, Forklift Operation, General Contracting, Problem Solving
Education
University of Nebraska-Lincoln 2015 — 2018
Master of Business Administration (MBA), Specialization in Supply Chain Management
Eastern Illinois University 1998 — 2002
Bachelor's degree, Finance
Lake Land Community College 1996 — 1998
Business Management Program
Thrivent Financial May 2009 - Present
MassMutual Financial Group June 2007 - April 2009
Thrivent Financial December 2003 - May 2007
Excel Learning Center August 2002 - February 2003
Thrivent Financial October 2000 - March 2002
Nyborg, Condill, and Nyborg March 2000 - July 2000
Embry-Riddle Aeronautical University October 1998 - March 2000
Education
The American College 2008 — 2010
Master of Science (M.S.), Financial services
Embry Riddle Aeronautical University-Prescott 1995 — 1998
Bachelor of Science (BS), Aeronautical Science
Barrington High School 1992 — 1995
THRIVENT FINANCIAL June 2015 - Present
LPL Financial LLC at Astoria October 2013 - April 2015
J.P. Morgan March 2011 - October 2013
J.P. Morgan 2010 - 2012
Chase Bank 2000 - 2010
Skills
Finance, Equities, Wealth Management, Portfolio Management, Series 7, Financial Services, Securities, Asset Management, Fixed Income, Asset Allocation, Banking, Investments, Alternative Investments, Mutual Funds, Retirement Planning, Financial Planning, Investment Advisory, Life Insurance, Disability Insurance
Education
Dowling College
Economics
Suffolk County Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, Accounting
Thrivent Financial June 2013 - Present
OLSON, Gartner, Preston Kelly, SCALES, CBX September 2012 - Present
Meet Minneapolis February 2013 - May 2013
Periscope December 2010 - May 2012
Business Impact Group June 2009 - August 2009
Liberty Carton June 2008 - February 2009
Skills
Packaging, Pre-press, Adobe Creative Suite, Layout, Typography, Adobe Acrobat, InDesign, Illustrator, Graphic Design, QuarkXPress, Image Manipulation, Graphics, Catalogs, Illustration, Logo Design, Branding & Identity, Photoshop, Brochures, Posters, Corporate Identity, Mac
Education
Dunwoody College of Technology 2009 — 2010
Associate of Applied Science (AAS), Premedia
Dunwoody College of Technology 2007 — 2009
Associate of Applied Science (AAS), Graphic Design
Thrivent Financial October 2010 - Present
Skills
Retirement Strategies, Asset Allocation, Retirement Accumulation..., Retirement Distribution..., Investment Strategies, Risk Management, Education Funding, Legacy Strategies, Estate Strategies, Charitable Strategies, Life Insurance
Education
Gustavus Adolphus College 1994 — 1996
Bachelor's degree, Theatre/Theater
Bethany Lutheran College 1991 — 1995
Associate of Arts, Theatre
Fox Valley Technical College August 2015 - Present
Thrivent Financial January 2015 - August 2015
Thrivent Financial March 2012 - December 2014
Thrivent Financial Bank August 2007 - March 2012
Johnson Bank March 2005 - August 2007
Associated Bank January 1998 - January 2005
First Federal Savings Bank January 1994 - January 1997
Skills
Leadership, Coaching, Loans, Organizational..., Sales, Banking, Strategic Planning, Mortgage Lending, Analysis, Management, Process Improvement, Home Equity, Talent Management, Team Leadership, Mentoring, Commercial Lending, Credit, Team Building, Credit Analysis, Staff Development, Insurance, Employee Engagement, Start-ups, Servant Leadership, Financial Forecasting, Professional Mentoring, Small Business Lending, Customer Service, 360 Feedback, Career Development, Financial Structuring, Process Consulting, Training Facilitation, Process Consultation, Mortgage, Personal Loans, Loan Structuring, Talent Mapping, Risk Management, Financial Services, Leadership Development
Education
Gonzaga University 2006 — 2009
Masters, Organizational Leadership/Servant Leadership
University of Wisconsin-Oshkosh 1989 — 1993
Bachelor of Arts, Spanish, Latin American Studies
Lean Six Sigma
Center for Diagnostic Imaging (CDI) September 2015 - Present
Center for Diagnostic Imaging (CDI) June 2015 - August 2015
Gustavus Adolphus College September 2011 - May 2015
Gustavus Adolphus College September 2014 - December 2014
Venture Bank September 2014 - December 2014
Liberty Diversified International June 2014 - August 2014
Tunheim Leadership Group, Inc. January 2014 - February 2014
Thrivent Financial September 2013 - December 2013
Gustavus Adolphus College February 2012 - December 2012
Education
Gustavus Adolphus College 2011 — 2015
Bachelor of Arts (BA), Business Management and Spanish
Thrivent Financial July 2014 - Present
Thrivent Financial July 2010 - June 2014
International Bio Fuels August 2005 - December 2009
Safety Services Network Corp. January 2002 - August 2005
Skills
Recruiting, Training, Sales, Entrepreneurship, Series 7, Sales Management, Retirement Planning, Wealth Management, Long-term Care, Life Insurance, Fixed Annuities, Mutual Funds, Variable Annuities, Finance, Retirement, Financial Services, IRAs
Education
Gonzaga University 1987 — 1992
Broadcasting, Finance
St. Helens High School
St. Helens High School
Thrivent Financial December 2004 - Present
Thrivent Financial December 2004 - Present
BCTI - EMF Corprotation December 1990 - September 2003
Young Life Seattle East May 1987 - May 1990
Young Life, Lane County OR May 1979 - May 1987
Young Life September 1977 - May 1979
Skills
Portfolio Management, Leadership, Public Speaking, Risk Management, Volunteer Management, Team Building, Certified Financial..., Long-term Care, Financial Services, Investment Management, Mutual Funds
Education
Lewis and Clark College 1972 — 1976
Bachelor's Degree, Business Administration and Management, Accounting, Graduated Cum Laude
The American College 2007 — 2011
CFP Certification Curriculum, Financial Planning and Services,
Fuller Theological Seminary 1977 — 1981
Youth Ministry
Lakeridge and Lake Oswego High School 1970 — 1972
High School
Shattuck High School 1969 — 1970
High School
Thrivent Financial 2005 - Present
Skills
Comprehensive Planning, Skilled Presenter, Investment Management, Retirement Planning, Fixed Annuities, IRAs, Retirement, Estate Planning, Investments, Long-term Care, Roth IRA, Strategic Financial..., Life Insurance, Disability Insurance, Small Business, Term Life Insurance, Insurance, Long Term Care Insurance, Wealth Accumulation..., Wealth Distribution...
Education
Northwestern University 1980 — 1981
Master's degree, Music Performance, Conducting
Drake University 1976 — 1980
Bachelor's degree, Music Education
Thrivent Financial September 2003 - Present
Skills
Leadership, Customer Service
Education
Fort Hays State University 1995 — 2001
Rec-Sports Management, Parks, Recreation, Leisure, and Fitness Studies
Clay Center
Clay Center
Wells Fargo November 2014 - Present
Thrivent Financial March 2014 - October 2014
COUNTRY ® Financial June 2011 - March 2014
U.S. Bank June 2007 - May 2011
Education
Eastern Washington University
Communications, Public Relations
Miller Milling Company June 2014 - Present
Malteurop December 2013 - May 2014
General Mills October 2011 - December 2013
General Mills June 2010 - November 2011
General Mills October 2008 - May 2010
Thrivent Financial June 2007 - September 2007
Skills
Procurement, Futures Trading, Grain, Hedging, Supply Chain Management, Microsoft Excel, Process Improvement, Negotiation, Strategic Planning, SAP, Risk Management, Agriculture, Forecasting, Management, Pricing, Logistics, Analysis, CRM, Sales, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Master of Business Administration (MBA)
Gustavus Adolphus College 2004 — 2008
Financial Economics, Political Science
Mankato West
Department of Veterans Affairs March 2011 - Present
lia sophia January 2008 - December 2014
Shakopee School District #720 January 2013 - December 2013
Lower Minnesota Watershed District March 2011 - December 2013
Shakopee School District #720 January 2012 - January 2013
Shakopee School District 720 January 2011 - January 2012
Department of Veterans Affairs February 2009 - March 2011
Shakopee School District, 720 January 2010 - January 2011
Gustavus Adolphus College 2005 - 2009
Thrivent Financial 2008 - 2008
Skills
PowerPoint, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Political Activist, Public Speaking, Strategic Planning, Fundraising, Outlook, Activism, Social Media, Social Networking, Community Outreach, Data Entry, Nonprofits, Public Relations, Time Management, Training, Leadership Development, Microsoft Office, Public Policy
Education
Gustavus Adolphus College 2005 — 2008
Bachelor of Arts, Political Science
Shakopee High School
Thrivent Financial February 2014 - Present
John Roberts & Associates, P.A. September 2011 - October 2013
Skills
Appeals, Litigation, Civil Litigation, Hearings, Legal Research, Legal Writing, Trials, Life Insurance, Investments, Retirement Planning, Financial Analysis
Education
Florida Coastal School of Law 2008 — 2011
Doctor of Law (JD)
Western Carolina University 2005 — 2007
Bachelor of Science (B.S.), History
Thrivent Financial March 2013 - March 2015
Thrivent Financial 2013 - 2014
Sofa Selections April 2005 - July 2011
Commonwealth of Pennsylvania - Department of Community & Economic Development (DCED) June 2003 - February 2004
HersheyDirect (HersheysGifts.com) - A Division Of The Hershey Company October 2002 - January 2004
American Express Financial Advisors April 1999 - December 2001
Monumental Life Insurance Company - An AEGON Company October 1998 - February 1999
AEGON AmericasMonumental Life Insurance Company - An AEGON Company November 1996 - October 1998
Monumental Life Insurance Company - An AEGON Company June 1996 - November 1996
Monumental Life Insurance Company - An AEGON Company February 1996 - June 1996
Skills
Public Relations, Human Resources, Recruiting, Training, Sales, Sales Management, Public Speaking, Seminar Marketing, Advertising, Writing, PowerPoint, Life Insurance, Long Term Care Insurance, Disability Income..., Personal Financial..., Saving for Education, Retirement Savings, Retirement Strategies, Estate Strategies, Charitable Gift..., Planned Giving, Fixed Annuities, Small Business..., Business Continuity..., Key Person Insurance, Term Life Insurance, Whole Life Insurance, Variable Life Insurance, Variable Annuities, Annuity Sales, Retail, Merchandising, Purchasing, Computer Graphics, Website Development, Web Design, Microsoft Excel, Editing, Teaching, Salesforce Training, Lead Generation, Market Research
Education
Franklin & Marshall College 1984 — 1991
BA, Major: Government / Minor: English
Best Buy Corporate 2008 - Present
Creatis March 2007 - Present
Best Buy 2007 - Present
Thrivent Financial March 2007 - July 2007
Education
University of Central Florida - College of Business Administration 2004 — 2006
MBA, Sports Business
Florida State University 1996 — 1999
Bachelor, Psychology
Thrivent Financial March 2014 - Present
Thrivent Financial 2009 - March 2014
Thrivent Financial for Lutherans August 1999 - December 2009
Lutheran Brotherhood 1999 - 2002
Saunders County Youth Services 1996 - 1999
Skills
Program Development, Public Speaking, Leadership, Team Building, Volunteer Management, Community Engagement, Community Outreach, Fixed Annuities, Nonprofits, Workshop Facilitation
Education
Doane College 2007 — 2009
Masters, Management/Leadership
University of Nebraska-Lincoln 1991 — 1995
Thrivent Financial January 2015 - Present
Skills
Loans, Managerial Finance, Financial Services, Automotive, Financial Analysis, Insurance, Credit, Negotiation, Process Improvement, Strategic Planning, Finance, Customer Satisfaction, Risk Management, Leadership, Sales, Personal Financial..., Trust Services, Trust Management, Charitable Trusts, Estate Planning, Estate Administration, Estate Tax Planning, Commercial Lending, Consumer Lending, Wholesale Lending, Private Label, Team Leadership, Cross-functional Team..., Strategic Leadership, Management, Commercial Banking, Portfolio Management, Investments, CRM, Retirement Planning, Customer Retention, Strategic Financial..., Financial Planners, Wealth Management, Credit Analysis, Banking, Asset Management, Trusts, Credit Risk, Relationship Management, Mortgage Lending, Small Business Lending, Cash Management, Treasury Management, Maintaining Strong...
Education
Marquette University Law School 2006 — 2009
Juris Doctor
Georgia State University - J. Mack Robinson College of Business 1990 — 1994
MBA
University of Wisconsin-Whitewater 1981 — 1985
BBA - Finance
Right Management June 2013 - Present
Right Management April 2004 - August 2013
Thrivent Financial June 2000 - January 2004
Skills
Talent Management, Organizational..., Leadership Development, Employee Engagement, Onboarding
Education
Gustavus Adolphus College 1996 — 2000
Bachelor of Arts, Communication Studies
Randolph High School 1993 — 1996
Thrivent Financial July 2006 - Present
Youth Encounter June 1990 - July 2006
Saint Paul Chamber Orchestra March 1989 - June 1990
Skills
Non-profits, Fundraising, Program Development, Volunteer Management, Public Speaking, Nonprofits, Event Planning, Workshop Facilitation, Strategic Planning, Microsoft Office, Philanthropy, Stewardship, Coaching, Team Building, Program Management, Organizational..., Leadership, Community Outreach, Customer Service, Event Management, Sales, Leadership Development, Training, Planned Giving, Grants
Education
University of St. Thomas - Opus College of Business 1992 — 1998
MBA, Non profit Management
Gustavus Adolphus College 1983 — 1987
BA, Business and Theatre
Thrivent Financial July 2002 - Present
Skills
Certified Financial..., Investment Strategies, Life Insurance, Disability Insurance, Retirement Planning, College Education..., Investments
Education
Gustavus Adolphus College 1998 — 2002
BA, Chemistry, Business Management
Thrivent Financial ManagerEnron1998 - 2001
Education
Florida State University 2003 — 2005
Financial Mathematics
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Jadavpur University
Bachelor's Degree, Electrical Engineering
Thrivent Financial September 2012 - Present
Thrivent Financial April 2007 - August 2012
Farm Bureau Financial Services August 2004 - March 2007
Thrivent Financial July 1996 - July 2004
Skills
Leadership, Investments, Mutual Funds, Retirement, Life Insurance, Fixed Annuities, Finance, Insurance, FINRA Series 7, Retirement Strategies
Education
Gustavus Adolphus College 1992 — 1996
Bachelor of Arts (BA), Economics
Thrivent Financial Manages Thrivent Financial's corporate events area, providing leadership to a team of planners. Produces events from proposal/concept through implementation and evaluation. Ensures that corporate events and programs reflect the organization's mission, vision, values and brand. Senior Meeting PlannerAllianz LifeFebruary 2004 - May 2015
2002 Olympic Games, Salt Lake City, UT February 2002 - February 2002
James & Company, Inc. July 2000 - October 2001
Design Group November 1995 - July 2000
Skills
Event Planning, Meeting Planning, Event Management, Trade Shows, Registration, Corporate Events, Budgets, Contract Negotiation, Catering, Hotels, Leadership, Customer Service, Time Management, Integrated Marketing
Education
American Intercontinental University 1990 — 1993
B.A., Fashion Design
Gustavus Adolphus College
Thrivent Financial for Lutherans July 1985 - Present
Thrivent Financial 1985 - Present
AAL July 1985 - January 1993
Skills
Wealth Management, Bloomberg, Alternative Investments, Securities, Investments, Equities, Portfolio Management, Asset Management, Strategic Financial..., Fixed Income, Insurance, Mutual Funds, Investment Strategies, Investment Advisory, Financial Planning
Education
Drake University 1985 — 1989
MBA, Finance, Marketing
Thrivent Financial January 2012 - Present
Thrivent Financial January 2007 - January 2012
Skills
Series 7, Investments, Strategic Planning, Leadership, Risk Management, Customer Service, Financial Planning, Retirement, Insurance, Retirement Planning, Wealth Management, Financial Services, Fixed Annuities, Mutual Funds, Life Insurance
Education
Gustavus Adolphus College 1988 — 1992
Sterling Wealth Strategies & Insurance Services/ Penn Mutual Life Insurance Company June 2014 - Present
The Guardian Life Insurance Company of America, New York, NY May 2011 - May 2014
Thrivent Financial November 2007 - May 2011
CA National Guard January 2006 - July 2008
US Army 1998 - 2008
Indiana National Guard August 2001 - December 2005
Education
Valparaiso University School of Law 2001 — 2005
JD, Law
San Diego State University-California State University 1992 — 1993
BA, History
Franklin Pierce College
Southwest High School
Thrivent Financial July 2002 - Present
Skills
Financial Recruiting, Entrepreneurship..., Business Coaching, Financial Analysis, Marketing, Communication Training
Education
Gonzaga University 2008 — 2011
Master of Arts (M.A.), Communication and Leadership
University of Nevada-Reno 1996 — 1998
Master of Public Administration (MPA), Public Administration
University of Nevada-Reno 1991 — 1996
Bachelor of Science (B.S.), Human Ecology, Communication
Thrivent Financial May 2005 - Present
Thrivent Financial May 2005 - Present
Skills
Series 7, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Strategic Financial..., Estate Planning, Investment Advisory, Investments, Life Insurance, 401k, Financial Advisory, Disability Insurance, Investment Strategies, Wealth Accumulation, Asset Allocation, IRAs, Financial Planners, Securities
Education
DePaul University 1978 — 1985
Bachelor of Science (BS), Marketing
Luther High School 1972 — 1976
Thrivent Financial February 2014 - October 2014
GoldMax USA 2009 - December 2013
Nupathway Investments 2008 - 2011
Fellowship Housing May 2008 - May 2010
Willow Creek Community Church 1997 - 2008
Skills
Volunteer Management, Volunteer Recruiting, Fundraising, Real Estate, Sales, Investments, Team Leadership, Customer Service, Negotiation, Microsoft Excel, Microsoft Office, Marketing, Sales Management, Inventory Management, Strategic Planning, Social Networking, Event Planning, Small Business, Leadership Development, Community Engagement
Education
Triton College 2008 — 2011
Business
Nouveau Riche Real Estate Investment College 2008 — 2010
Management & Real Estate Investing
Elgin Community College 2000 — 2005
General Education
Y-OPA Consulting Group January 2013 - April 2015
Thrivent Financial 2011 - 2015
Fredericksburg Regional Chamber of Commerce 2007 - 2014
Fredericksburg Regional Chamber of Commerce 2007 - 2014
Cardinal Bank February 2001 - January 2013
Skills
Credit Risk, Branch Management, Customer Service, Banking, Commercial Banking, Commercial Lending, Credit, Financial Analysis, Loans, Lines Of Credit, Consumer Lending, Bookkeeping, Management, Leadership, Finance, Sales, Small Business, Training, Risk Management, Business Development, Budgets, Strategic Planning
Education
Kent State University 1994 — 1998
Psychology, Sociology
Germanna Community College 1994 — 1995
Accounting
MassMutual Financial Group June 2014 - Present
State Farm Insurance July 2006 - June 2014
State Farm January 2004 - July 2006
State Farm October 2000 - January 2004
Thrivent Financial August 1999 - August 2000
Sandy Creek Public Schools August 1995 - May 1999
Skills
Property & Casualty..., Umbrella Insurance, Homeowners, Disability Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Health Insurance, Insurance, Whole Life, General Insurance, Liability, Long-term Care, Casualty, Fixed Annuities, Universal Life, Long Term Care Insurance, Underwriting, Claim
Education
Doane College 1990 — 1995
Bachelor of Arts (B.A.), Secondary Education and Teaching
Utica Centennial High School 1988 — 1990
Thrivent Financial BOARD OF DIRECTORSThrivent Financial for Lutherans1999 - 2014
Thrivent Financial for Lutherans 1968 - 1999
Education
University of Minnesota Law School 1965 — 1968
JD, LAW
Gustavus Adolphus College 1961 — 1965
BS, BUSINESS -HISTORY
Ascensus Consulting (Formerly Baden Retirement Plan Services) June 2012 - Present
MBC Retirement Services September 2008 - June 2012
Thrivent Financial December 2006 - September 2008
Skills
Business Analysis, Management Consulting, Requirements Analysis, SDLC, Change Management, Business Process..., Business Intelligence, Financial Modeling, Risk Management, Business Strategy, Project Management, IT Strategy, Strategy, Software Project..., Financial Analysis, 401k
Education
Ferris State University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
Thrivent Financial March 2015 - Present
Thrivent Financial October 2011 - February 2015
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (MBA), Finance, General
Loyola University of Chicago
Bachelor of Business Administration (B.B.A.), Finance, General
Fitness Systems, Inc. 2001 - Present
Thrivent Financial September 1998 - March 2001
Skills
Sales, relationship..., Basketball Coaching, Outdoor Skills
Education
Emporia State University 1987 — 1991
Bachelor of Arts (B.A.), Economics
Kansas State University 1986 — 1987
undergraduate, 1 year