Thrivent Financial for Lutherans
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 for Lutherans Employees
Thrivent Financial for Lutherans September 1990 - Present
Skills
Customer Service, Microsoft Excel, Budgets, Leadership, Process Improvement, Strategic Planning, Analysis, Retirement Planning, Sales, Microsoft Office, Management, Retirement, Microsoft Word, Outlook, PowerPoint, Mutual Funds, Wealth Management, Business Process..., Public Speaking, Fixed Annuities
Education
The American College 2014 — 2014
Bachelor of Business Administration (B.B.A.), RICP
University of Wisconsin- Whitewater 1985 — 1989
Finance, Financial Planning, and Spanish
TD Ameritrade April 2014 - Present
TD Ameritrade January 2013 - April 2014
Thrivent Financial for Lutherans August 2009 - January 2013
Skills
Series 7, Series 66, Series 24
Education
Creighton University 2012 — 2014
Master of Business Administration (MBA)
University of Kansas 2005 — 2009
Bachelors of Science, Strategic Communications
Universidad de Granada 2008 — 2008
Hispanic Language and Culture
Liberty Mutual Insurance June 2013 - Present
CertifiedPLUS, Inc. February 2013 - June 2013
Ohana Japanese Steakhouse October 2009 - March 2011
Thrivent Financial for Lutherans May 2009 - July 2009
Skills
Sales, Advertising, Leadership, Marketing, Management, Sales Operations, New Business Development, Account Management, Public Relations, Insurance, Time Management, Cold Calling, Property & Casualty..., CRM
Education
Texas Tech University 2007 — 2012
Bachelor of Arts (B.A.), Advertising
McNeil High School 2004 — 2007
Thrivent Financial for Lutherans June 1990 - Present
Skills
Life Insurance, ChFC, CASL, Variable Annuities, Series 6, 7, 26, and 63...
Education
The American College
Ameriprise Financial Services, Inc. 2008 - Present
Manatron October 2007 - May 2008
Thrivent Financial for Lutherans July 2007 - October 2007
Skills
Microsoft Excel, Microsoft Word, Organization, Efficiency, Social Media, Records Management, Analysis, Data, Mathematics, Customer Satisfaction, Problem Analysis, Problem Solving, Creative Strategy, Outlook, Microsoft Office, Series 7, Series 65, Budgets, Budget Monitoring, PowerPoint, Asset Allocation, Retirement, Series 63, Fixed Annuities, Software Documentation
Education
Texas State University-San Marcos 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Thrivent Financial March 2014 - Present
Junior League of Minneapolis June 2014 - May 2015
Thrivent Financial for Lutherans January 2011 - March 2014
Thrivent Financial for Lutherans April 2010 - January 2011
Lake Nokomis Lutheran Church June 2008 - January 2011
Thrivent Financial for Lutherans February 2008 - April 2010
Thrivent Financial for Lutherans January 2007 - February 2008
Twin Cities RFO June 2005 - December 2007
Skills
Customer Relations, Budgeting, Market Research, Analysis, Product Development, Process Development, New Business Development, Change Management, Stakeholder Management, Continuous Improvement, Business Planning, Program Design, Project Planning, Project Implementation, Budgets, Program Management, Leadership, Strategic Planning, Board Development, Workshop Facilitation, Nonprofits, Leadership Development, Training, Project Management, Event Planning
Education
St. Olaf College 2002 — 2006
BA, Political Science, French and Management Studies
St. Olaf College 2002 — 2006
Bachelor of Arts (B.A.), French and Political Science; Management Studies
Russell Herder July 2014 - Present
SMCpros June 2012 - June 2014
Octag 2011 - June 2012
Geronimo Energy 2007 - 2011
The Rahn Group 2007 - 2008
HomeWater January 2001 - January 2007
Platinum Group 2007 - 2007
Thrivent Financial for Lutherans 2006 - 2007
Best Buy January 2000 - January 2006
Skills
Market Research, Marketing Strategy, Strategic Planning, Sales Management, Analysis, Graphic Design, Web Layout, Organizational..., Business Planning, Budgeting, Proposal Writing, Wordpress, Business Strategy, PowerPoint, Excel, Social Media Marketing, Advertising, Marketing Communications, Microsoft Office, Event Management, New Business Development, Public Relations, Event Planning, SEO, Market Analysis, Public Speaking, Brand Management, Leadership, Budgets, Social Networking, Marketing, Sales
Education
St. Olaf College 2003 — 2007
BA, Economics, Management
Thrivent Financial for Lutherans November 2013 - Present
brightpeak financial 2008 - Present
Thrivent Financial for Lutherans December 2002 - Present
Thrivent Financial for Lutherans 2002 - 2008
American Express Financial Advisors 2000 - 2002
Ameriprise Financial 1992 - 2000
Skills
Series 7, Fixed Annuities, Wealth Management, Risk Management, Strategic Financial..., Insurance, Mutual Funds, Series 63, Life Insurance, IRAs, Marketing, Investments, Financial Services, Financial Analysis, Asset Allocation, Team Building, Investment Advisory, Long Term Care Insurance, 401k, Estate Planning, Financial Advisory, Series 6, Uniform Combined State..., Disability Insurance, Program Management, Values-based Leadership, Leadership, Retirement Planning, Retirement, Strategic Planning
Education
Texas A&M University-Corpus Christi 1983 — 1988
Bachelor of Music, Masters, Secondary Education
Wausau West High School
KidzArt Shoreview July 2013 - Present
Thrivent Financial for Lutherans January 2007 - June 2013
The St. Paul Companies 1994 - 1999
Skills
PeopleSoft, Microsoft Excel, Succession Planning, Sales Compensation, Executive Pay, Performance Management, Workforce Planning, Employee Relations, HRIS, Onboarding, Organizational Design, Organizational..., Talent Management
Education
University of Minnesota-Twin Cities 1990 — 1994
MA Industrial Relations
University of Minnesota-Twin Cities 1980 — 1983
Bachelor of Science, Business Administration
St. Olaf College 1978 — 1980
Art, art history, Spanish
United Capital Financial Advisers, LLC March 2014 - Present
Independent Wealth Advisors Group, Inc. January 2013 - February 2014
Thomas Burdg Consulting (TBCI) 2003 - December 2012
Thrivent Financial for Lutherans June 2004 - February 2008
Thomas Burdg Consulting (TBCI) March 2003 - June 2004
ING Clarion May 2001 - March 2003
Bernand and Allison July 1998 - February 2001
Skills
Estate Planning, Business Planning, Investment Management, Passion for Helping..., ChFC, RIA, Exceeding Customer..., Highly Dedicated, Building Customer..., ChFC designation, goal-based financial..., Strategic Financial..., LinkedIn Open Networker, Financial Planning, Investment Planning, Investment Analysis, Divorce Planning, CDFA, Tax planning, Investment Tax Planning, Retirement Planning, Corporate Benefit..., Independent Financial..., Fee-Based, Life Insurance Planning, Business Benefits, Inheritance Planning, 401(k) Management, 401(k) Analysis
Education
Institute of Divorce Financial Analysts 2013 — 2013
CDFA- Certified Divorce Financial Analyst, CDFA Designation
The American College 2006 — 2008
ChFC-Charterd Financial Consultant
State Farm June 2014 - Present
Thrivent Financial February 2014 - June 2014
Thrivent Financial for Lutherans September 2013 - February 2014
State Farm Insurance February 2013 - September 2013
State Farm Insurance June 2012 - February 2013
State Farm Insurance Agency January 2011 - June 2012
Skills
General Insurance, Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance, Health Insurance, Sales, Customer Satisfaction, Casualty, Fixed Annuities, Long-term Care, Employee Benefits, Disability Insurance, Liability, Retirement Planning, Retirement, 401k, Whole Life, Universal Life
Education
Texas Tech University 2006 — 2009
Bachelor of Science (B.S.), Family Consumer Science, Financial Planning and Services
University of Northern Iowa August 2014 - Present
Carlson School of Management (University of Minnesota) September 2013 - August 2014
Carlson School of Management (University of Minnesota) May 2012 - August 2014
Rasmussen College October 2010 - May 2012
Rasmussen College December 2008 - October 2010
Thrivent Financial for Lutherans May 2008 - December 2008
Skills
Career Advising, Student Recruitment, Interview Coaching, Career Exploration, Student Development, Student Services, Curriculum Creation, Student Leadership, Admissions, Alumni Relations, Workshop Presenter, Student Affairs, Student Recruiting, Career Counseling, Job Coaching, Interviews, Career Development, Curriculum Design, Workshops, Higher Education, Leadership Development, Resume Writing, Leadership, Training Delivery, Interpersonal..., Curriculum Development
Education
The Chicago School of Professional Psychology 2011 — 2012
Master of Arts, Organizational Psychology
Wartburg College 2004 — 2008
Bachelor of Arts, Business Administration
Southwest Minnesota Housing Partnership August 2014 - Present
Sanford Worthington Medical Center April 2014 - August 2014
Neighborhood Energy Connection August 2012 - January 2014
Thrivent Financial for Lutherans September 2009 - September 2011
Teach for America August 2009 - May 2010
Thrivent Financial for Lutherans June 2009 - August 2009
Lakeview Medical Center June 2008 - August 2008
Lakeview Medical Center January 2008 - January 2008
Tomahawk Boyscout Camp June 2005 - August 2007
Skills
Non-profits, Community Outreach, Fundraising, Training, Sustainable Energy, Leadership, Social Networking, Nonprofits
Education
University of Minnesota-Twin Cities 2010 — 2012
Masters, MS- Science, Technology, and Environmental Policy
St. Olaf College 2006 — 2010
Bachelor, Environmental Studies
Veterans' Business Support Center of SW Washington/NW Oregon July 2012 - Present
MacMaxim Computer Services June 1992 - Present
CROSSMARK February 2015 - Present
MarketSource September 2007 - February 2015
Southwest Veterans Business Resource Center June 2009 - May 2011
CompUSA July 2005 - May 2007
Thrivent Financial for Lutherans February 2003 - December 2006
VeriTest May 2004 - November 2004
George S. May International May 2002 - January 2003
Concordia University - Portland July 2000 - June 2002
Skills
Customer Service, Leadership, Budgets, Training, Project Planning, Management, Project Management, MS Project, Team Building, Account Management, New Business Development, Retail, Microsoft Excel, Start-ups, Team Leadership, Coaching, Sales, Process Improvement, Human Resources, Nonprofits, Microsoft Office, Leadership Development
Education
The Boeing Company 1998 — 2000
Leadership Development Program, Organizational Leadership, N/A
The George Washington University - School of Business 1989 — 1990
Management Certificate, Process Improvement, N/A
USAF Institute of Technology 1979 — 1989
DoD Certified Professional Acquisition Manager, Program and Financial Management, N/A
DoD Command and Staff Colleges 1986 — 1987
West Coast University 1985 — 1986
MMIS, Management Information Systems
Western New England University 1980 — 1981
MBA, Procurement
University of Nebraska at Omaha 1977 — 1979
BGS, Business Administration
Holy Trinity High School 1968 — 1972
Dao Financial Group June 2012 - Present
Guerrero CPA December 2012 - January 2015
Platinum Wealth solutions of Texas, LLC April 2011 - June 2012
Thrivent Financial for Lutherans April 2009 - April 2011
USAA September 2007 - February 2009
Ameriprise Financial February 2006 - August 2007
Clear Vision Eye Care July 2003 - July 2006
Henry S. Miller Commercial October 2003 - January 2005
Skills
Retirement Planning, Fixed Assets, Fixed Annuities, Variable Annuities, College Education..., Investments, Term Life Insurance, Variable Life, Separately Managed..., Long-term Care, Real estate investment..., Unit Investment Trusts, Whole Life, Mutual Funds, Stocks, Bonds, Municipal Bonds, SEP IRA, Simple IRA, Simple 401k plans, Roth IRA, Traditional IRA, Investment Brokerage, Alternative Investments, Series 7, Series 66, 401k, 401k Rollovers, Estate Planning, Business Planning, Business succession..., Student Financial Aid, Uniform trust to minors..., Uniform gift to minors..., Oil & gas investments, Disability Insurance, 403 b, 457 Plans, Uniform Combined State..., Constant Contact, WordPress, Certified Financial..., IRAs, Series 63, Wealth
Education
The American College 2012 — 2015
CFP
University of Houston 2001 — 2006
BBA, Finance and Marketing
Infinity Financial Network, P.A. June 2015 - Present
Extend Health September 2013 - Present
Extend Health July 2013 - September 2013
Thrivent Financial for Lutherans August 2012 - January 2013
Thrivent Financial for Lutherans May 2008 - July 2012
Hartford Life March 2003 - October 2006
Allianz Life February 2000 - March 2003
Skills
Planning & Execution of..., Marketing Event Planning, Customer Service, Customer Service..., Calendaring, Training Manuals, Supply Management, Customer Data, Phone Manner, Call Center, Expense Reports, Microsoft Applications, Uniform Combined State..., Insurance
Education
St. Thomas University 2015 — 2018
Bachelor of Organizational Leadership
Life Office Management Association 2005 — 2006
FLMI, FFSI, ARA, PCS, AIAA, Life Insurance, 3.5
Lincoln Financial Advisors September 2013 - Present
Lincoln Financial Distributors February 2011 - September 2013
Lincoln Financial Distributors February 2011 - October 2011
SunTrust Bank August 2009 - March 2011
Thrivent Financial for Lutherans February 2009 - February 2010
Enterprise Rent-A-Car May 2008 - August 2008
The Citadel 2008 - 2008
Education
The Citadel 2005 — 2009
BS, Business Administration
Thrivent Financial for Lutherans October 2013 - Present
Thrivent Financial for Lutherans April 2012 - October 2013
Blackstone Consulting Inc October 2011 - January 2012
Accountemps August 2011 - November 2011
Merrill Lynch June 2009 - August 2009
Tactile Systems Technology June 2008 - August 2008
Skills
Retirement Planning, FINRA Series 7, FINRA Series 66, Life & Health Insurance...
Education
University of Kansas 2006 — 2010
Bachelors of Science, Business Administration
Jefferson Senior High School
Northwestern Mutual October 2002 - Present
Thrivent Financial for Lutherans May 1998 - October 2002
Skills
Coaching
Education
The American College 2005 — 2010
CLU, ChFC, CASL
State University of New York College at Plattsburgh 1994 — 1998
B.S., Business
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2005 - Present
Edward Jones December 1998 - September 2005
Thrivent Financial for Lutherans May 1995 - December 1998
Skills
Wealth Management, Retirement, 401k Rollovers, Charitable Giving, Investment Advisory
Education
Texas A&M University-Commerce 1984 — 1987
Bachelor of Business Administration (BBA), Marketing
Berkner High School 1980 — 1983
Thrivent Financial for Lutherans November 2011 - Present
Thrivent Financial for Lutherans September 2007 - October 2011
Thrivent Financial for Lutherans 2003 - 2006
Thrivent Financial for Lutherans 2001 - 2003
Education
University of Sussex 1967 — 1971
BSc, Biology, Ethology
The American College
CLU, CAP, Finance
Vibrant Faith September 2014 - Present
jaredrendell.com December 2013 - Present
Outdoor Ministry Outfitters December 2010 - Present
Thrivent Financial for Lutherans July 2010 - August 2014
Torch Community November 2012 - December 2013
Torch Community April 2011 - June 2013
Northern Lights Juniors February 2008 - May 2012
Camp of the Cross Ministries July 2009 - July 2010
Lakeville North High School February 2008 - June 2009
Dick's Sporting Goods September 2007 - February 2008
Skills
Public Speaking, Coaching, Training, Financial Education, Outdoor Education, Non-profits, Fundraising, Event Planning, Community Outreach, Leadership Development, Social Media, Strategic Planning, Nonprofits, Social Networking, Program Management, Event Management, Financial Coaching, Leadership
Education
The University of North Dakota 2001 — 2005
BS, Forensic Science, Chemistry
Home Energy Services October 2013 - Present
Pella Windows and Doors April 2012 - October 2013
Factory Direct Remodeling October 2001 - April 2013
Thrivent Financial for Lutherans August 1997 - October 2001
Skills
Direct Sales, Management, Customer Service, Sales, Sales Process, Cold Calling, Selling, New Business Development, B2B, Customer Retention, Sales Management, Account Management, Negotiation, Contract Negotiation, Residential Homes, Team Building
Education
Martin Luther College 1996 — 1997
N/A, Communications
The Ohio State University 1992 — 1996
BS, Social Psychology and Chemistry
Thrivent Financial for Lutherans March 2008 - Present
Thrivent Financial for Lutherans October 2011 - July 2012
Auto-Owners Insurance May 2006 - February 2008
Luther Westside Volkswagen June 2005 - May 2006
Education
The American College 2010 — 2013
ChFC, CLU, Financial Planning and Services
University of Minnesota-Twin Cities 2003 — 2006
B.S., Agricultural and Food Business Management, Applied Economics
USAdvisors Network July 2014 - Present
USAdvisors Wealth Management July 2014 - Present
Protective Life July 2007 - July 2014
Transamerica Retirement Management March 2007 - July 2007
Allianz Life March 2005 - March 2007
Thrivent Financial for Lutherans September 2003 - March 2005
First Bank September 2001 - April 2003
Financial Network Investment Corporation, Member SIPC January 1998 - June 2001
Financial Network Investment Corporation, Member SIPC June 1996 - January 1998
Skills
Retirement Planning, Leadership, Sales, Series 6, Variable Annuities, Life Insurance, Financial Advisory, Investments, Sales Management, Fixed Annuities, Training, Series 7, Retirement, Public Speaking, Long-term Care, Series 63, Customer Service, Mutual Funds, Series 65, Insurance
Education
St. Olaf College 1992 — 1995
BA, German
Shattuck School
US Green Building Council -- North Texas August 2010 - Present
Riverbend Multimedia August 2006 - July 2010
Thrivent Financial for Lutherans June 2007 - May 2009
Gustavus Adolphus College December 2003 - February 2007
Texas A&M University May 1998 - August 2003
Skills
Public Relations, Organizational..., Organizational Vision, Team Building, Media Relations, Editing, Marketing Communications, Social Media, Film, Nonprofits, Strategic Communications, Event Planning, Strategic Planning, Public Speaking, Sustainability, Photography, Coaching, Training, Program Management, Grant Writing, Customer Service, Fundraising, Video, Newsletters, Volunteer Management, Press Releases, Proposal Writing, Social Networking, Community Development, Community Outreach, Journalism
Education
Texas A&M University 1993 — 1998
BA, Journalism
Intentional Financial Solutions January 2009 - Present
Genworth Financial September 2009 - June 2013
Thrivent Financial for Lutherans September 1992 - August 2008
Lutheran Brotherhood 1992 - 2001
Price Waterhouse 1987 - 1988
Skills
Entrepreneurship, Strategic Planning, Coaching, Managerial Finance, Budgets, Consulting, Business Development, Practice Management, Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Strategic Financial..., Investments, Life Insurance, Small Business, Estate Planning, Financial Services, Financial Advisory, Mutual Funds, Marketing, Long Term Care Insurance, Management, Sales, Leadership, IRAs, Term Life Insurance, Universal Life, Series 7, Team Building, Finance, Public Speaking
Education
The University of North Dakota School of Law 1984 — 1987
JD, Law
The University of North Dakota 1980 — 1984
BS, Accounting
Target October 2010 - Present
Carlson Companies 2004 - December 2010
Jefferson Wells 2004 - 2004
ING 2000 - 2004
ING 1995 - 2000
ING 1993 - 1995
Thrivent Financial for Lutherans 1988 - 1993
Skills
HIPAA, GLBA, Data Privacy, Internal Audit, PCI DSS, IT Audit, Oracle E-Business Suite, SOX, Windows Security, Unix Security, Auditing, Sarbanes-Oxley Act, Leadership, Risk Assessment, Finance, Internal Controls, Security, CISA, Information Technology, Business Process..., Process Improvement
Education
The University of North Dakota 1985 — 1987
Bachelor of Accountancy, Accounting
Mesabi Community College 1983 — 1985
Associate of Arts, Accounting
Zee Medical January 2011 - October 2011
Thrivent Financial for Lutherans April 2010 - January 2011
3 RIvers Communications October 2006 - April 2010
Unisource Worldwide, Inc. October 1985 - September 2006
Education
The University of Montana - School of Business Administration 1980 — 1983
Bachelor, Business Administration
Life Time Fitness February 2014 - Present
Life Time Fitness September 2013 - January 2014
Walker Elliott February 2013 - April 2013
ThermaRx, Inc. May 2011 - June 2012
Maynard, Inc. October 2006 - August 2007
Thrivent Financial for Lutherans April 2004 - July 2006
Equipment Support Services, Inc. February 2003 - March 2004
Rush Enterprises, Inc. August 1998 - January 2003
Cadillac Liquor Co. December 1995 - September 1999
Skills
Personnel Selection, Cold Calling, Cold Calling Experience, Onboarding, Recruiting, Technical Recruiting, Contract Recruitment, Recruitment Advertising, Internet Recruiting, Recruitments, College Recruiting, IT Recruitment, Graduate Recruitment, Student Recruiting, Staffing Services, Temporary Staffing, Permanent Staffing, Staffing Coordination, Staffing Analysis, Staffing Models, Project Staffing, Staffing Plans, Executive Staffing, Oil/Gas, Oil & Gas Industry, Oil Industry, Screening Resumes, Building Relationships, Long-term Customer..., Manage Client..., Temporary Placement, Sourcing, Executive Search, Energy, Energy Industry, Gas, Natural Gas, Petroleum, Tight Gas, Human Resources, Client Development, Permanent Placement, Permanent Search, Full-life Cycle..., Information Technology, Technology Recruitment, Talent Acquisition, Contract Negotiation, Employment Contracts, Benefits Negotiation
Education
University of Houston 1997 — 1998
MBA, Business Administration
Texas A&M University 1992 — 1996
BBA, Marketing
Angelina College 1993 — 1994
None, General Studies
Spring Woods High School 1988 — 1992
Advanced Transcript with Honors, General Studies
Spring Oaks Middle School 1985 — 1988
None, General Studies
Terrrace Elementary School 1979 — 1985
None, General Studies
brightpeak financial April 2014 - Present
Thrivent Financial for Lutherans March 2012 - February 2014
Thrivent Financial for Lutherans October 2010 - February 2014
Flow DJ & Productions 2008 - January 2014
Engine for Social Innovation September 2012 - December 2012
Thrivent Financial for Lutherans June 2010 - March 2012
St. Olaf College September 2009 - May 2010
Skills
Research, Creative Problem Solving, Design Thinking, Social Innovation, Grassroots Marketing, Event Planning, Entrepreneurship, Leadership, Strategy, Gamification, Project Management, Business Development, Community Outreach, Recruiting
Education
University of Minnesota - Carlson School of Management 2015 — 2018
Master of Business Administration (M.B.A.)
St. Olaf College 2006 — 2010
Cum Laude, BA, Sociology and Anthropology, Middle Eastern Studies concentration
UnitedHealth Group June 2015 - Present
St. Olaf College January 2015 - Present
Thrivent Financial for Lutherans June 2013 - January 2015
The Murmur September 2014 - December 2014
St. Olaf College August 2013 - May 2014
St. Olaf College April 2012 - May 2014
St. Olaf College Science Library•Employed interpersonal skills by assisting library patrons •Devel January 2012 - May 2013
St. Olaf College Information Technology September 2011 - May 2012
Skills
Microsoft Office, Writing, Research, Communication, Event Planning, Library, Technical Support, Team Leadership, Treasury, Violin, Proofreading, Fundraising, Critical Thinking, PowerPoint, Public Speaking
Education
St. Olaf College 2011 — 2015
Bachelor of Arts (B.A.), English Language and Literature, General
Danish Institute for Study Abroad 2014 — 2014
Strategic Communications
Xavier High School, Appleton, Wisc. 2007 — 2011
The Prudential Insurance Company of America, Newark, NJ April 2011 - Present
The Prudential Insurance Company of America, Newark, NJ August 2006 - April 2011
Thrivent Financial for Lutherans January 2005 - August 2006
The Prudential Insurance Company of America, Newark, NJ February 2001 - December 2004
Education
College of St. Elizabeth 2010 — 2011
Business Administration
The College of St. Scholastica 1996 — 1999
English & Elementary Education
Thrivent Financial for Lutherans January 2013 - Present
Thrivent Financial for Lutherans September 2011 - December 2012
CircaVista Virtual Tours September 2010 - January 2012
Skills
Networking, New Business Development, Business Strategy, Social Entrepreneurship, Entrepreneurship, Idea Generation, Data Analysis, Program Management, Microsoft Office, Public Speaking, Research, Statistics, Social Networking, Analysis, Nonprofits
Education
St. Olaf College 2007 — 2011
Bachelor's Degree, Mathematics
Arqaam Capital November 2014 - May 2015
HSBC March 2013 - September 2014
Goldman Sachs October 2008 - November 2012
Thrivent Financial for Lutherans April 2006 - June 2008
Piper Jaffray July 2004 - March 2006
Raymond James November 2000 - June 2004
Skills
Investments, Bloomberg, Portfolio Management, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Fixed Income, Corporate Finance, Emerging Markets, Asset Management, Equities, Financial Analysis, Valuation, Financial Modeling, Equity Research, Investment Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
University of Chicago
BA, Biological Sciences, Law
The Thacher School
Thrivent Financial for Lutherans January 2007 - May 2011
Education
Texas State University-San Marcos 2003 — 2005
MBA, Management
Southwest Texas State University 2000 — 2002
BBS, Business Management
Fidelity Investments June 2014 - Present
Nationwide Financial July 2012 - June 2014
Allstate Financial Services, LLC January 2011 - July 2012
Thrivent Financial for Lutherans July 2007 - November 2010
Bariatric Surgery Center of Dallas/ Vista Hospitals November 2002 - January 2007
Skills
Series 7, Series 66, Brokerage, Mutual Funds, Annuities, Retirement, Life and Health, Uniform Combined State..., Fixed Annuities, Estate Planning, Term Life Insurance, Life Insurance, Small Business, Finance, Financial Services, Wealth Management, Employee Benefits, Strategic Financial..., IRAs, Insurance, Investments, Long-term Care, Investment Strategies
Education
Temple University 1987 — 1990
Sports Medicine, Biomechanics, Kinesiology
Career Builder March 2010 - Present
Thrivent Financial for Lutherans September 2007 - August 2009
Gap Inc. Direct May 2007 - August 2007
Middletown City Schools September 2006 - December 2006
Skills
Recruiting, Cold Calling, Customer Service, Sales Management
Education
Université Laval 2007 — 2007
French as a foreign language
The Ohio State University 2002 — 2006
Bachelor of Arts, History
L'Université de Bourgogne 2005 — 2005
Fenwick
Thrivent Financial June 2014 - Present
Thrivent Financial for Lutherans January 2010 - May 2014
Thrivent Financial January 2006 - December 2009
Thrivent Financial for Lutherans March 2004 - December 2005
Thrivent Financial for Lutherans February 2002 - February 2004
Lutheran Brotherhood January 2000 - January 2002
Lutheran Brotherhood January 1994 - December 1999
Lutheran Brotherhood January 1991 - December 1993
Lutheran Brotherhood March 1988 - December 1990
Skills
Business Intelligence, Leadership, Process Improvement, Change Management, Requirements Analysis, Business Analysis, SDLC, Team Building, Vendor Management, Visio, Program Management, Business Process..., Strategic Planning, Software Documentation, IT Strategy, PMP, PMO
Education
University of Minnesota - Carlson School of Management 1990 — 1991
St. Olaf College 1983 — 1987
BA
Thrivent Financial for Lutherans October 2008 - 2013
SYNERSYS, INC January 1997 - October 2008
Skills
Licensed Life Insurance..., Retirement Planning, Investments, College Funding..., Strategic Financial..., Life Insurance, Retirement, Fixed Annuities
Education
University of Michigan 1973 — 1977
BSE, Computer Engineering
The George Washington University
MEA, Masters in Engineering Administration (Project Mgt)
Be The Match operated by National Marrow Donor Program June 2015 - Present
St. Louis Children's Hospital April 2015 - May 2015
Thrivent Financial April 2014 - January 2015
Be The Match operated by National Marrow Donor Program November 2013 - April 2014
St. Olaf College May 2012 - May 2013
Three Links August 2012 - December 2012
Thrivent Financial for Lutherans May 2011 - August 2011
Four Leaf Holdings, L.L.C January 2008 - August 2009
Skills
Event Planning, Microsoft Office, Photoshop, Social Media, PowerPoint, Research, Microsoft Word, Event Management, Microsoft Excel, Illustrator, Photography, Non-profits, Adobe Creative Suite, Customer Service
Education
St. Olaf College 2009 — 2013
Bachelor of Arts (B.A.), Studio Art
Daus-Consult August 2014 - Present
Lottoarena Entertainment plc September 2011 - December 2014
Thrivent Financial for Lutherans February 2010 - February 2012
New York Life Insurance Company 2008 - 2010
Merrill Lynch 2006 - February 2008
E Daus Business Advisors 1997 - 2006
KataLeuna GmbH, Germany April 1995 - May 1997
Skills
Strategic Financial..., Investments, Series 7, Mergers & Acquisitions, Management Consulting, Finance, Restructuring, Management, Retirement Planning, Mutual Funds, Banking, Wealth Management, Investment Advisory, Retirement, Life Insurance, Risk Management, Portfolio Management, Financial Modeling, Financial Services, Insurance, Asset Management, Start-ups, Securities, Mergers, Financial Advisory, Financial Analysis, Valuation, Financial Planning
Education
Technische Universität Berlin 1972 — 1977
Diplom/Master's, Mech. Engineering/MBA
Best Buy February 2015 - Present
Best Buy September 2012 - March 2015
Best Buy June 2012 - August 2012
Target Financial Services June 2008 - August 2008
Thrivent Financial for Lutherans June 2007 - August 2007
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Strategic Planning, Teamwork, Analysis, Leadership, Data Entry, Forecasting, Business Analysis, Financial Analysis, Customer Service, Public Speaking, Retail, Time Management, Team Leadership, Competitive Analysis, Sales, Training, Marketing, Market Research, Marketing Strategy, Critical Thinking, Analytics, Cross-functional Team...
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), Economics Concentration Asian Studies
Edison High School 2005 — 2008
High School, Business/Commerce, General
Thrivent Financial for Lutherans April 2010 - Present
Thrivent Financial for Lutherans January 2009 - March 2010
Education
St. Olaf College 1983 — 1987
BA, Economics
Solarview, Inc. October 2014 - Present
Clearview Electric, Inc. September 2013 - January 2015
Clearview Electric, Inc. August 2012 - September 2013
Clearview Electric Inc May 2012 - August 2012
Clearview Electric Inc March 2012 - May 2012
Thrivent Financial for Lutherans September 2011 - February 2012
Skills
CRM, Marketing, Budgets, Microsoft Word, Project Management, Event Planning
Education
Texas A&M University 2007 — 2011
Bachelor of Business Administration (B.B.A.), Management
Alerus Financial 2015 - Present
Frandsen Bank & Trust March 2011 - July 2015
Thrivent Financial for Lutherans 2005 - 2010
Skills
Estate Planning, Wealth Management, Holistic Financial..., Portfolio Management, Retirement Planning, Investments, Banking, Risk Management, Financial Analysis, Cash Management, Investment Management, Strategic Financial..., Personal Finance, Mutual Funds, Finance, Financial Planning
Education
The American College
The University of North Dakota
New York Life Insurance Company June 2014 - November 2014
Thrivent Financial for Lutherans January 2012 - June 2014
Thrivent Financial for Lutherans April 2008 - January 2012
Thrivent Financial for Lutherans July 2004 - April 2008
Kontron Mobile Computing 1997 - 2004
Skills
Insurance, Investments, Retirement, Investment Strategies, Mutual Funds, Financial Recruiting, Leadership
Education
The University of North Dakota 1989 — 1994
Business, Financial Management
Bemidji High School 1985 — 1989
Goosehead Insurance February 2014 - Present
Allstate July 2010 - December 2013
Thrivent Financial for Lutherans September 1991 - July 2010
Skills
Disability Insurance, Insurance, Property & Casualty..., Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Equity Indexed Annuities, Retirement Planning, Long-term Care, Life Insurance, Series 6, Retirement, Universal Life, Whole Life, IRAs, Customer Service
Education
Texas A&M University 1980 — 1982
Pre-Veterinary Studies
Sul Ross State University 1978 — 1980
Pre-Veterinary Studies
ANB Bank June 2015 - Present
Glenwood Springs Chamber Resort Association 2007 - Present
Kiwanis Club of Glenwood Springs 2001 - Present
U S Bank February 2011 - June 2015
Glenwood Springs Chamber Ambassadors 2002 - June 2015
Good Shepherd Lutheran Church, Glenwood Springs January 2011 - January 2015
Thrivent Financial for Lutherans April 2001 - January 2011
SODEXO (former SODEXHO) September 1983 - April 2001
Skills
Building Customer..., Management, Sales, Selling, Loans, Employee Training, Risk Management, Mortgage Lending, Commercial Lending, Credit, Customer Service, CRM, Advertising, Portfolio Management, Strategic Planning, Business Analysis, Investments, Training, Retirement Planning, Time Management, Team Building, Real Estate, Social Networking, Budgets, Financial Analysis, New Business Development
Education
Texas Lutheran University 1983 — 1987
BA, Business Administrative Management
Northwestern Mutual 2014 - Present
Thrivent Financial for Lutherans August 2013 - June 2014
The College of St. Scholastica September 2012 - May 2014
Orrock Direct Inc. May 2008 - May 2012
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Customer Service, Teamwork, Social Media, Leadership
Education
The College of St. Scholastica 2010 — 2014
Finance and Financial Management Services
Augsburg College June 2007 - Present
International Special Events Society (ISES) 2000 - Present
Thrivent Financial for Lutherans January 2006 - June 2007
Augsburg College January 2002 - January 2006
Pella Windows & Doors June 1999 - 2001
Skills
Volunteer Management, Meeting Planning, Event Planning, Corporate Events, Event Management, Fundraising, Managing Large Budgets, Logistics Management, Scripting, Leadership Development, Public Speaking, Public Relations, Experiential Events, Award Ceremonies, Time Management, Leadership, Parties, Live Events, Marketing, Budgets, Sponsorship, Social Media Marketing, Management, Music, Advertising, Trade Shows, Internal Communications, Social Media, Entertainment, Marketing Communications, Strategy, Hospitality, Catering, Program Management, Social Networking, Fundraisers
Education
The George Washington University 2002 — 2004
MTA, Event & Meeting Management/Sport Management
Wartburg College 1997 — 1999
BS, Marketing
Texas Solar Utilities June 2014 - Present
Visalus Sciences February 2012 - January 2015
NFC Sports, Inc. November 2008 - January 2015
The DRM Companies March 2011 - July 2011
Thrivent Financial for Lutherans June 2005 - October 2008
Thrivent Financial for Lutherans 2002 - 2005
Thrivent Financial for Lutherans June 1994 - 2002
Skills
Operations Management, Business Process..., Business Development, Team Building, Leadership, Management, Sales, Strategic Planning, Life Insurance, Onboarding, Project Management, CRM, Training, Software Documentation, Turn Around Management, Customer Satisfaction, Account Management, Marketing Strategy, Customer Service, Contract Negotiation, Budgets, Team Leadership, Vendor Management, Process Improvement, Forecasting, Customer Retention, Finance, Leadership Development, Coaching, Marketing, Product Management, Recruiting, Strategy, New Business Development, Sales Management, Consulting, Public Speaking, Entrepreneurship
Education
Tarleton State University 1989 — 1994
Bachelor, Business Administration; Human Resource Management; Finance -
Thrivent Financial for Lutherans March 2000 - Present
Thrivent Financial 2000 - Present
Skills
Retirement, Strategic Financial..., Retirement Planning, IRAs, Series 7, Fixed Annuities, Investments, Wealth Management, Wealth, Finance, Uniform Combined State..., Financial Advisory, Wealth Accumulation, Investment Advisory, Term Life Insurance, Mutual Funds, Long-term Care, Money Management, Insurance, Long Term Care Insurance, Estate Planning, Disability Insurance, Investment Strategies, Asset Allocation, Income Protection, Roth IRA, 401k, Series 63, FINRA, Financial Planners, Personal Financial..., Life Insurance, Financial Services, Asset Management
Education
St. Olaf College 1973 — 1977
BA, Ancient Studies, Religion
Luther Theological Seminary
M.Div, religion
Thrivent Financial for Lutherans
Skills
Strategic Financial..., Charitable Gift Planning, Retirement Planning, Investments, IRAs, Wealth Management, Insurance
Education
St. Olaf College 1974 — 1978
Bachelor of Arts (B.A.), Economics
MSP-C July 2013 - Present
MSP-C September 2012 - Present
Thrivent Financial for Lutherans August 2011 - May 2012
MSP Communications June 2010 - August 2011
TC Running Company April 2007 - June 2009
Skills
Project Management, Event Planning, InDesign, Creative Writing, Photoshop, Graphic Design, Fine Art, Microsoft Powerpoint, Writing, Presentations, Organization, PowerPoint
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), Double Major in English & Studio Art; Double Concentration in Management Studies and Women's Studies
Thrivent Financial January 2012 - Present
Thrivent Financial for Lutherans April 2008 - December 2011
Thrivent Financial for Lutherans January 2003 - April 2008
WELS Elementary Schools August 1990 - July 2002
Skills
IRAs, Fixed Annuities, Investment Advisory, Wealth, Mutual Funds, Estate Planning, Financial Advisory, Asset Allocation, Life Insurance, Securities, Charitable Gift Planning, Investment Strategies, Variable Annuities, Financial Planning
Education
The American College 2011 — 2012
Certified Financial Planner CFP, Financial Planning and Services, Passed
The American College 2004 — 2006
ChFC, Advanced Personal Financial Planning
Martin Luther College 1986 — 1989
Bachelor's degree, Elementary Education and Teaching
Frost Bank July 2014 - Present
Thrivent Financial for Lutherans May 2013 - August 2013
Concorde Investment Management May 2012 - August 2012
US Home Systems June 2011 - August 2011
Skills
Financial Analysis, Accounting, Communication Skills, Friendly Personality, Highly Dedicated, Microsoft Technologies, People Skills, Microsoft Excel, Customer Service, Research
Education
Texas Christian University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
The Hanover Insurance Group April 2015 - Present
The Hartford January 2015 - April 2015
The Hartford July 2012 - January 2015
Thrivent Financial for Lutherans May 2011 - July 2012
Skills
Series 7, Retirement Planning, IRAs, Fixed Annuities, Mutual Funds, Retirement, Strategic Financial..., Technology E&O, Technology Insurance, Professional Liability, Agency Relationship..., P&C Insurance, Legal Contract Review, Investment Strategies, Wealth Management, Asset Allocation, Legal Liability, Property & Casualty..., Financial Planning, Underwriting, Insurance, Risk Management, Workers Compensation, Liability, General Insurance, Commercial Insurance
Education
Texas Tech University - Rawls College of Business 2008 — 2010
Bachelor of Business Administration (B.B.A.), Economics
Thrivent Financial for Lutherans April 1984 - Present
Skills
Retirement Planning, Investments, Estate Planning, Strategic Financial..., Retirement, Wealth Management, Securities, Insurance, Mutual Funds, Series 7, Fixed Annuities, Financial Analysis, Investment Advisory, Investment Strategies, Asset Management, Financial Advisory, Portfolio Management, Financial Services, Asset Allocation, Life Insurance, Long Term Care Insurance
Education
St. Olaf College 1979 — 1983
Political Science
Russell Bond & Co. Inc January 2015 - Present
Russell Bond & Co Inc January 2014 - January 2015
Tower Group Companies November 2012 - January 2014
H R KELLER & CO INC May 2003 - November 2012
Thrivent Financial for Lutherans 2001 - 2003
State Farm Insurance 1999 - 2001
NIAGARA GRINDING WHEEL 1994 - 1999
Skills
Outlook, Customer Service, Underwriting, Commercial Lines..., Personal Lines, Disability Insurance, Imageright, CSC (POINTIN), Microsoft Excel, Rackley, Manual Rating, Certificates of..., Casualty, Property & Casualty..., Legal Liability, Not For Profit D&O, Storage Tank Liability
Education
AAI (Accredited Advisor in Insurance)
ACSR - Commercial
ACSR - Personal Lines
AIS (Associate in Insurance Services)
LIFE & HEALTH LICENSE
P & C BROKERS LICENSE
State University of New York College at Buffalo
BA, ENGLISH
TRX Logistics June 2011 - Present
Thrivent Financial for Lutherans June 2009 - June 2011
Horizon Freight System September 2006 - June 2009
Skills
Budgets, Transportation, Customer Service, Contract Negotiation, Logistics, Negotiation, Supply Chain
Education
St. Olaf College 2001 — 2005
BA, History
Thrivent Financial for Lutherans October 1989 - Present
NAIFA 1991 - 2013
Classic Swing Golf School January 2012 - February 2012
Skills
Retirement Planning, Retirement, Annuities, Mutual Funds, Investments, Insurance
Education
UNC-Chapel Hill 1967 — 1971
BS, Business Administration
The American College 1991 — 1993
CLU, ChFC, Insurance and Financial Services
Independent Insurance October 2009 - Present
Grand Rapids Area Community Foundation January 2009 - August 2013
Thrivent Financial for Lutherans April 2008 - January 2009
Wells Fargo August 2006 - April 2008
Beier's Greenhouse June 2003 - September 2006
Skills
Insurance, Health Insurance, Medicare, Customer Service, Licensed Life & Health..., Medicare Part D, PPO, Data Entry, Team Building, Software Documentation, General Insurance, Strategic Planning, Sales, Brokers, Microsoft Excel, Banking, Universal Life, Microsoft Office, Microsoft Word, Event Planning, Nonprofits, Fundraising, Long Term Care Insurance, Business Networking, Advertising, Event Management, Fixed Annuities, Life Insurance, Marketing Communications, Marketing Strategy, Social Media, Social Media Marketing, Social Networking
Education
The College of St. Scholastica 2002 — 2005
Bachelor's degree, Business Administration and Management, General
T-Squared financial January 2013 - Present
Thrivent Financial for Lutherans September 1989 - January 2013
Skills
Life Insurance, Financial Services, Investments, 401k, Retirement Planning, Retirement, Portfolio Management, Asset Allocation, Fixed Annuities, Investment Advisory, Mutual Funds, Wealth Management, Series 7, IRAs, Investment Strategies, Variable Annuities, Estate Planning, Wealth Accumulation, Financial Advisory, Uniform Combined State..., Strategic Financial..., Wealth, Insurance, Long Term Care Insurance, Financial Planning, Charities, Long-term Care, Series 63, Disability Insurance, Financial Planners, Asset Management, Securities, Wealth Transfer, IRA's, Annuities, Long Term Care, Charitable Giving
Education
The American College
Charter FInancial Consultant / Chareter Life Underwriter
The American College
MN.IT Services November 2013 - Present
FPX January 2013 - October 2013
Lunexa, LLC June 2008 - December 2012
Lunexa 2008 - December 2012
Target Financial Services April 2007 - May 2008
Target Financial Services April 2007 - May 2008
Thrivent Financial 1997 - April 2007
Thrivent Financial for Lutherans January 1989 - April 2007
Thrivent Financial 1990 - 1997
Thrivent Financial 1989 - 1990
Skills
SQL, Java, HTML, JavaScript, Access, Excel, CSS, VBA, J2SE, Eclipse, OOP, Business Intelligence, Data Warehousing, XML, MySQL, Databases, C, Windows, DB2, SQL Server, Microstrategy, Linux, Software Development, SAS, Microsoft Office, Jasper Reports, Microsoft SQL Server, Analysis, Testing, Agile Methodologies, Software Project..., Software Engineering, Oracle, Requirements Analysis, Unix Shell Scripting, Data Modeling, Visio, SDLC, Subversion, UML
Education
University of St. Thomas 2004 — 2007
Master of Science, Software Engineering
University of St.Thomas 2004 — 2007
Master of Science; B.A, Software Engineering; Data Management
St. Olaf College 1986 — 1990
BA, Mathematics
Tradition June 2010 - Present
Breck School August 2009 - December 2009
Minnesota Wild January 2009 - April 2009
Thrivent Financial for Lutherans June 2008 - October 2008
Skills
Marketing, Sports Management, Event Planning, Ticket Sales, Advertising, Athletics
Education
University of Minnesota-Twin Cities 2009 — 2009
Master of Education, Sport Management
St. Olaf College 2004 — 2008
Bachelor of Arts, Exercise Science, Business Management
Express Scripts, Mason OH. October 2013 - Present
Caesars Entertainment January 2013 - Present
Sedona Staffing November 2011 - Present
Express Scripts, Mason, Ohio 2013 - 2013
Express Scripts, Mason, Ohio 2013 - 2013
Express Scripts, Mason, Ohio 2013 - 2013
Macy's Credit and Customer Service October 2005 - September 2011
Thrivent Financial for Lutherans September 2002 - February 2004
Bavarian Inn Lodge August 1999 - September 2002
Skills
SAP, Microsoft Excel, Microsoft Word, Microsoft Office, Lotus Notes, Outlook, Customer Service, Sales, Hospitality Management, Life Insurance, Disability Insurance, 401k Rollovers, Interior Design, Theatre, Art Education, Finance, Operations Management, Retail, Insurance, Cold Calling
Education
Riverside High School 1978 — 1983
2.9
The Art Institute of Ohio-Cincinnati
Associate's degree, Interior Design
Associated Bank May 2006 - Present
North Star Asset Management, Inc. May 2004 - May 2006
Thrivent Financial for Lutherans December 1989 - February 2004
Skills
Investments, Portfolio Management, Communication Skills, Team Leadership, Financial Analysis, Timely Decision Making, Valuation, Asset Allocation
Education
The University of Chicago - Booth School of Business 1992 — 1995
Master of Business Administration (MBA), Accounting
University of Wisconsin-Oshkosh 1986 — 1989
Bachelor of Business Administration (BBA), Finance, General
UBS August 2015 - Present
Thrivent Financial for Lutherans December 2012 - July 2015
Skills
Mutual Funds, Retirement, Investments, Wealth Management, Investment Strategies, Long Term Care Insurance, 401k, Life Insurance, Disability Insurance, Variable Annuities, Investment Management, Portfolio Management, Income Protection, Asset Management, Financial Goals
Education
The College of St. Scholastica 2009 — 2011
Bachelor of Arts (B.A.), Management & Marketing Major, Communications Minor
The College of St. Scholastica
Management and Marketing
Self-employed January 2013 - Present
Thrivent Financial for Lutherans June 2002 - May 2009
Lutheran Brotherhood April 1987 - June 2002
Skills
Packaging, Advanced proficiency in..., Excellent keyboarding..., Strong communication..., Blogger and Website..., Brand Development, Illustrator, Leadership
Education
Fellow, Life Management Institute (LOMA), 1998 1995 — 1998
FLMI Designation, Financial and Insurance Services
The American University of Paris 1965 — 1966
English Literature, French and Spanish
SHI International Corp. September 2014 - Present
Varium June 2014 - July 2014
Oceaneering September 2013 - March 2014
Marching Auxiliaries June 2009 - July 2011
Thrivent Financial for Lutherans May 2010 - July 2010
Skills
Human Resources, Event Management, Microsoft Office, Leadership, Team Building, Event Planning, Customer Service, Management, Fundraising, Teaching, Marketing, Sales, PeopleSoft, Program Management, Onboarding, Recruiting, Strategic Financial..., Finance, Dance, PowerPoint, Budgets, MS Excel Pivot Tables, Website Development, Coordinator, Financial Planning, Social Media Marketing, Dance Instruction, Project Coordination, Oil & Gas Industry, Microsoft Excel, Microsoft Word, Social Media, Time Management, Public Speaking, Account Management, Sales Process, Humorist
Education
Texas A&M University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General, with a Dance Minor, Graduate
Best Buy September 2014 - Present
Best Buy April 2012 - September 2014
Best Buy May 2010 - April 2012
Best Buy April 2007 - May 2010
Best Buy August 2005 - July 2007
Best Buy October 2003 - August 2005
Thrivent Financial for Lutherans September 1999 - October 2003
Skills
Assortment, Replenishment, Merchandising, Vendor Relations, Category Management, Inventory Control, Buying, Forecasting, Supply Chain, Purchasing, Cross-functional Team..., Vendor Management, Analytics, Demand Planning, Excel, Negotiation, Financial Analysis, P&L Management, Product Management, Contract Negotiation, Pricing, Microsoft Office, PowerPoint, Word
Education
St. Olaf College 1995 — 1999
New York Life October 2006 - Present
Thrivent Financial for Lutherans September 1994 - October 2006
LDI 1993 - 1994
Amateur Electronic Supply September 1978 - October 1993
Skills
Insurance, Series 7, Securities, Customer Service, FINRA, Series 6, Financial Analysis, Mutual Funds, Retirement Planning, Fixed Annuities, Banking, IRAs, Retirement, Educational Funding, Education Funding, Strategic Financial..., Management, Investment Advisory, Financial Services, Sales, Investments, Financial Advisory, Credit, 401k Rollovers, Finance, 401k, Long Term Care Insurance, College Savings Plans, Mortgage Lending, Wealth Management, Wealth Accumulation, Risk Management
Education
The American College 2005 — 2010
LUTCF, Financial Planning
State University of New York Maritime College 1970 — 1974
Thrivent Financial October 1987 - Present
Thrivent Financial for Lutherans 1987 - Present
farmer July 1970 - March 2000
US Navy December 1967 - July 1970
Skills
Retirement Planning, Mutual Funds, Strategic Financial..., Estate Planning, Insurance, Investments, Retirement, Fixed Annuities, Series 7, Health Insurance, Variable Annuities, Disability Insurance, Long Term Care Insurance, Financial Advisory, Wealth Management, Asset Allocation, Long-term Care, Series 63, Wealth Accumulation, Series 6, Uniform Combined State..., Investment Strategies, IRAs
Education
The American College 2007 — 2013
ChFC
University of Minnesota-Twin Cities 1964 — 1966
Associate Degree, Agriculture
Lee E. Kalin & Associates March 2012 - Present
Thrivent Financial for Lutherans July 2009 - March 2012
The Salvation Army June 2009 - July 2011
Eagan Capital Management April 2007 - December 2008
Skills
Data Entry, Invoicing, Research, PowerPoint, Customer Service, Mutual Funds, Editing, Investments, Administrative..., Finance, Portfolio Management, Microsoft Office
Education
State University of New York College at Oswego 2013 — 2016
Master of Business Administration (MBA), Finance
Wake Forest University 2002 — 2006
Bachelor of Arts (B.A.), Sociology and Economics
Thrivent Financial for Lutherans 2004 - Present
KWTV 2000 - 2002
KFDA 1998 - 2000
KZTV-TV (CBS) Corpus Christi 1994 - 1998
Skills
Wealth Management, Retirement Planning, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Insurance, Long-term Care, Financial Analysis, Financial Planners, IRAs, Finance, Financial Planning
Education
Texas Lutheran 1989 — 1994
Bachelor of Arts (BA), Mass Communication/Media Studies
Thrivent Financial for Lutherans June 2008 - January 2012
Skills
Financial Analysis
Education
Tennessee Technological University 1991 — 1994
Thrivent Financial October 2011 - Present
Thrivent Financial for Lutherans November 2007 - March 2009
Education
St. Olaf College 1985 — 1989
Wells Fargo May 2011 - Present
Wells Fargo August 1999 - May 2011
Thrivent Financial for Lutherans June 1993 - July 1999
Skills
SAS, SAS programming, Unix, Data Warehousing, SQL, COBOL, JCL, Databases, Production Support, Analytic Problem Solving, Blackberry, Remote Access
Education
St. Olaf College 1990 — 1993
Bachelor of Science (BS), Mathematics and Computer Science
Thrivent Financial for Lutherans December 2003 - Present
Education
Taylor University 1999 — 2003
Biology
Investors Real Estate Trust (IRET) January 2015 - Present
Blue Cross and Blue Shield of Minnesota May 2014 - Present
Optimum Mutual Funds September 2013 - Present
Minnetonka Moccasins January 2013 - Present
Bush Foundation 2012 - Present
Thrivent Financial October 2010 - May 2015
Thrivent Financial for Lutherans January 2002 - October 2010
MN Public Radio 2000 - 2010
Ameriprise Financial (formerly American Express Financial Advisors) 1998 - 2002
American Express, American Express Financial Advisors January 1992 - 1995
Skills
Product Development, Strategic Planning, Business Strategy, New Business Development, Insurance, Public Speaking, Marketing Communications, Mutual Funds, Marketing Strategy, Public Relations, Entrepreneurship, Strategic Financial..., Product Management, Strategy, Leadership, Coaching, Leadership Development, Finance, Financial Services, Business Development, Change Management, Product Marketing, Start-ups, Marketing, Program Management, Strategic Communications, Fixed Annuities, Process Improvement, Management Consulting, Strategic Partnerships, Business Planning, Executive Management, Fundraising, Investments, Mergers & Acquisitions, Team Building, Organizational..., Life Insurance, Cross-functional Team..., Small Business, Analysis, Training, Risk Management, Trusted Business Partner, Financial Planning, Values-based Leadership
Education
The George Washington University Law School 1976 — 1979
Juris Doctor, Law
The University of North Dakota 1973 — 1975
BA, Political Science
12th Man Foundation April 2008 - Present
VerCom Systems January 2008 - December 2009
Thrivent Financial for Lutherans September 2002 - August 2003
Skills
Fundraising
Education
Texas A&M University 2002 — 2006
Bachelor of Science (BS), Kinesiology
Ameriprise Financial October 2008 - Present
Thrivent Financial September 2005 - August 2008
Thrivent Financial for Lutherans April 2003 - September 2005
American Express Financial Advisors April 1993 - April 2003
Skills
Series 7, Series 24, Series 63, Mutual Funds, Retirement Planning, FINRA, Retirement, Wealth Management, IRAs, 401k, Asset Allocation, Wealth Accumulation, Investment Strategies, Strategic Financial...
Education
Texas A&M University 1988 — 1992
BBA, Business Analysis
Klein Oak High School 1984 — 1988
Fossum Consulting, Inc. April 1997 - September 2012
Seafirst Bank (now Bank of Anerica) February 1996 - March 1997
Bank of America 1996 - 1997
Bank of America 1996 - 1997
Bank of America 1996 - 1997
Bank of America 1996 - 1997
Thrivent Financial for Lutherans June 1987 - January 1996
Skills
Program Management, Data Analysis, Research, Process Improvement, Business Analysis, Analysis, Project Management, Strategic Planning
Education
University of Washington School of Law 2012 — 2015
Doctor of Law (J.D.)
St. Olaf College 1982 — 1986
Bachelor of Arts (BA), Mathematics
Urbana High 1979 — 1982
Thrivent Financial for Lutherans December 2002 - Present
Lutheran Brotherhood (Thrivent Financial pre-merger) July 1994 - December 2002
Lutheran Brotherhood December 1987 - July 1994
Lutheran Brotherhood July 1983 - December 1987
Strommen and Associates July 1980 - July 1983
Skills
Meeting Planning, Corporate Events, Registration, Catering, Hospitality Management, Business Meetings, Location Intelligence, Food & Beverage, Convention Services, Budgets, Certified Meeting..., Hospitality Industry, Hotels, Resorts, Live Events, Sponsorship, Leadership, Event Planning, Trade Shows, Marketing, Event Management, Hospitality
Education
Recognition Professionals International 2014 — 2015
Certified Recognition Professional, Recognition
University of Minnesota-Twin Cities 1972 — 1976
BS, Sociology, Counseling, Family Social Science, Criminal Justice, Public Health
Convention Industry Council 1999 — 1999
Certified Meeting Professional
The American College 1987 — 1987
Chartered Life Underwriter
The American College 1985 — 1985
Chartered Financial Consultant
LIMRA Leadership Institute/ Babson College 2000 — 2002
LLIF, Organizational Leadership
Thrivent Financial for Lutherans 2005 - Present
Labatt Food Service September 2002 - September 2005
Texas House of Representatives November 1998 - June 1999
Skills
Retirement Planning, Mutual Funds, Investment Strategies, Customer Service, Leadership, Public Speaking, Retirement, Analysis, Insurance, Financial Planning, Strategic Planning, Asset Allocation
Education
The American College 2007 — 2013
CLU, Financial Planning and Services
Texas A&M University 1994 — 2001
BS, MS, Education, AgriBusiness
Thrivent Financial for Lutherans December 2008 - Present
Interalia Communications Inc. September 1994 - June 2008
Education
Texas Lutheran University 1981 — 1983
B.A., Administrative Management & Marketing
Citi July 2011 - Present
Barclays Capital May 2009 - July 2011
TD Bank January 2009 - May 2009
Lehman Brothers August 2006 - November 2008
Wright Express August 2004 - August 2006
Thrivent Financial for Lutherans February 2003 - July 2004
Skills
Business Analysis, Project Delivery, Requirements Analysis, SDLC
Education
Swami Ramanand Teerth Marathwada University 1995 — 1999
Wells Fargo Private Bank October 2012 - Present
Thrivent Financial for Lutherans July 2002 - October 2012
Accenture March 1997 - July 2002
American Standard August 1996 - April 1997
Skills
Strategic Financial..., Financial Services, Financial Planners, Wealth Management..., Retirement Planning, Retirement, Wealth Management, Mutual Funds, Fixed Annuities, Series 63, IRAs, Investment Advisory, Estate Planning, Financial Advisory, Investment Strategies, Investments, 401k, Securities, Asset Management
Education
The University of North Dakota 1989 — 1994
Bachelor of Science, Business Management, Marketing
Washburn
Target August 2015 - Present
Adoption Option Council of Minnesota September 2012 - Present
Target September 2013 - August 2015
Target November 2011 - September 2013
Ameriprise Financial (Columbia Management) June 2010 - November 2011
Thrivent Financial for Lutherans April 2009 - June 2010
Treehouse May 2008 - August 2008
Lutheran Coalition for Public Policy in MInnesota May 2007 - August 2007
Skills
Project Management, Cross-functional Team..., Management, Marketing, Strategic Planning, Program Management, Time Management, Analysis, Customer Service, Strategy, Marketing Management, Public Speaking, Team Building, Process Improvement, Microsoft Office, Microsoft Excel
Education
St. Olaf College 2005 — 2008
B.A., English, Religion
Thrivent Financial April 2014 - Present
The Hartford April 2008 - April 2014
Allianz Life January 2005 - April 2008
Assurant Health September 2003 - January 2005
Thrivent Financial for Lutherans January 2000 - August 2003
Prudential Insurance 1997 - 2000
Skills
Underwriting, Life Insurance, Health Insurance, Risk Management, Insurance, Term Life Insurance, General Insurance
Education
St. Olaf College 1989 — 1993
B.A., Mathematics, French
Richmond Investment Services LLC November 2005 - Present
Smith Barney November 2002 - November 2005
Thrivent Financial for Lutherans September 1973 - June 2002
Skills
Business Continuity, Estate Planning, Investments, Series 7, Retirement Planning, Strategic Financial..., Securities, Finance, Insurance, Retirement, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Business Development..., Asset Management, Financial Services, Portfolio Management, Fixed Annuities, Alternative Investments, Financial Advisory, 401k, Financial Planning
Education
The American College 1982 — 1984
ChFC, Finance
The American College 1976 — 1981
CLU, Life Insurance in estate planning
University of Wisconsin-La Crosse 1969 — 1973
BS, Business Administration
Franklin Square Education Forum
Business Development Company Investments
Riverbridge Partners, LLC February 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - February 2014
Thrivent Financial for Lutherans January 2007 - September 2011
Valspar September 2005 - January 2007
Metris Companies May 2005 - September 2005
Regis Corporation September 2003 - May 2005
Skills
Finance, Forecasting, Analysis, Budgets
Education
University of Minnesota Duluth 2000 — 2003
BA, Finance
Series 7 & 66 Licenses
The American College
CFP, Certified Financial Planner
The American College
ChFC, Chartered Financial Consultant
Lincoln Financial Group July 2015 - Present
cfd Investments, Inc. September 2014 - Present
Lincoln Financial Group February 2011 - August 2014
NRP Financial November 2008 - July 2011
Thrivent Financial for Lutherans December 2003 - November 2008
Skills
Series 66, Customer Relations, Microsoft Office, Insurance, Outlook, Series 24, Series 53
Education
Taylor University 1999 — 2003
Bachelors of Arts, Biology, graduated Cum Laude
Thrivent Financial for Lutherans October 2007 - Present
Jeffrey A. Mahle, PC December 1999 - August 2007
Education
Wesley College 1979 — 1981
A.A.
Pottstown Sr High
The American College
Thrivent Financial for Lutherans May 1995 - January 2012
Thrivent Financial for Lutherans May 1995 - January 2012
Thrivent Financial for Lutherans April 2007 - December 2008
Thrivent Financial for Lutherans July 2006 - March 2007
Thrivent Financial Planning for January 1999 - January 2002
Thrivent Financial for Lutherans November 1996 - May 1999
Skills
Management, Leadership Development, Training, Program Management, Leadership, Customer Service, Coaching, Strategic Planning, Team Building, Public Speaking, Investments, Marketing, Microsoft Office, Nonprofits
Education
The American College
CFP, Certified Financial Planner Designation
The University of North Dakota
Political Science
University of Phoenix
BS, Business Management
BAM Athletes September 2010 - Present
Velocity Sports Performance June 2010 - June 2011
Thrivent Financial for Lutherans August 2010 - February 2011
Physical Therapy Associates June 2007 - July 2010
Skills
Performance Enhancement, Fitness, Agility, Operant Conditioning, Strength Training, Athletics, NASM, Personal Training, Corrective Exercise, Functional Training, Exercise Physiology, Weight Training, Arc Welding, Pipeline Construction, Gas Pipelines, Coaching, Series 63, Series 6
Education
National Academy of Sports Medicine 2010 — 2010
CPT
Texas Tech University 2003 — 2007
B.S., Exercise Sport Science
The Cooper Institute, Dallas TX 2005 — 2005
Physical Fitness Specialist
Weatherford College 2002 — 2003
FitChef Texas July 2014 - Present
Thrivent Financial for Lutherans November 2005 - February 2007
Prince Food Systems July 2002 - December 2005
Luby's November 1987 - May 2002
Kiolbassa Provision Company January 1980 - October 1987
Education
Texas A&M University 1975 — 1979
B.S., Animal Science
Exelon Nuclear September 2006 - Present
Barbershop Harmony Society May 2013 - December 2014
Sweet Adelines International March 2008 - April 2012
Thrivent Financial for Lutherans 2000 - 2006
Keystone Health Plan Central 1987 - 1999
Skills
Leadership, Team Building, Microsoft Word, Public Speaking, Customer Service, Microsoft Office, Leadership Development, Singing, Musical Theatre, Training, Event Planning, Process Improvement, Program Management, Project Management
Education
Penn State University 2010 — 2015
Master of Education (M.Ed.), Education: Training & Development
Susquehanna University 1982 — 1986
BS, Business Admin
Girl Scouts of MN & WI River Valleys September 2006 - Present
ISD 191 September 2006 - Present
Wells Fargo January 2000 - March 2002
Wells Fargo March 1990 - December 1999
Wells Fargo May 1987 - February 1990
Thrivent Financial for Lutherans May 1984 - April 1987
Skills
Business Analysis
Education
St. Olaf College 1980 — 1984
BA cum laude, Economics, Computer Science
Craig High School
Saint Vincent Health May 2002 - May 2006
Thrivent Financial for Lutherans February 1999 - April 2002
Skills
Human Resources, Laubach Reading
Education
The University of Akron 1975 — 1977
Ass
Miami University
B.S. in Elementary Education
Carroll Lutheran School November 2010 - Present
Thrivent Financial for Lutherans January 2007 - December 2009
Carroll Lutheran School November 2007 - November 2009
IBM Corporation September 1958 - June 1987
Berkshire Library July 1982 - June 1984
Hammond Museum June 1970 - August 1973
U. S. Army September 1956 - September 1960
Education
Syracuse University 1965 — 1968
MEA, Engineering Administration
The Johns Hopkins University 1952 — 1956
BES, Electrical/Industrial Engineering
Wells Fargo Private Bank January 2012 - September 2012
Thrivent Financial for Lutherans January 2009 - September 2010
First Trust of St. Paul 1985 - 1989
Skills
Retirement Planning, Retirement, Wealth Accumulation, Wealth Management, Series 7, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Annuities, Uniform Combined State..., Mutual Funds, Estate Planning
Education
University of Wisconsin-Madison 1978 — 1979
MA, Library Science
St. Olaf College 1974 — 1978
BA, English Language and Literature, General
Chaplain Partnership March 2014 - Present
Sears Home Appliance Showroom October 2013 - February 2014
Thrivent Financial for Lutherans September 1981 - August 2013
Skills
Strategic Planning, Public Speaking, Customer Service, Nonprofits, Non-profits, Fundraising, Leadership, Team Building, Volunteer Management, Budgets, Leadership Development, Training, Event Planning, Finance, Community Outreach, Retirement Planning, Sales, Coaching, Marketing, Investments, Insurance, Entrepreneurship, Management, Microsoft Excel, Project Management, Team Leadership, Tax-advantaged..., Education Funding, Change Management, IRAs, Personal Financial...
Education
The American College 1984 — 1994
Insurance and Financial Services
AspenCross Financial Group April 2009 - Present
Thrivent Financial for Lutherans September 2007 - March 2009
Prudential Financial September 1989 - April 2007
Education
The American College 2000 — 2000
LUTCF, Life Underwriter Training Council Fellow
Thrivent Financial for Lutherans November 1995 - Present
Skills
Retirement, Investment Strategies, Insurance, Employee Benefits, Strategic Strategies, Estate Strategies
Education
Tarleton State University 1982 — 1987
BS, Agribusiness
Thrivent Financial for Lutherans July 2010 - Present
Merrill Lynch May 1999 - July 2010
Education
Texas Tech University 1997 — 1999
BBA, Finance
AKCapital Management May 2012 - Present
JPMorgan Chase March 2011 - May 2012
Thrivent Financial for Lutherans March 2006 - July 2009
Douglas R. Peete and Associates June 2006 - August 2006
Skills
Investments, Management, Financial Analysis, Finance, Customer Service, Sales, Retirement, Marketing, Microsoft Excel, Financial Modeling, Strategic Planning
Education
University of Kansas 2002 — 2012
Masters; Bachelors of Science, Business Administration; Finance &Management; Finance
University of Kansas - Graduate School of Business 2009 — 2011
Masters of Business Administration
University of Sioux Falls June 2015 - Present
Thrivent Financial for Lutherans April 2006 - Present
Skills
Investments, Financial Analysis, Customer Service, Financial Planning, Retirement Planning, Risk Management, Insurance, Mutual Funds, Microsoft Office, Financial Services, Bloomberg, PowerPoint, Uniform Combined State..., Education Funding
Education
American College, Bryn Mawr PA 2013 — 2014
Chartered Advisor for Philanthropy
St. Olaf College
Thrivent Financial for Lutherans August 2010 - Present
Thrivent Financial for Lutherans February 2010 - August 2010
Education
Lutheran School of Theology at Chicago 2007 — 2009
MA, Systematic Theology
St. Olaf College 2003 — 2007
BA, Political Science, Russian Studies, Religion
First Command Financial Services January 2015 - Present
Farmer's Insurance May 2014 - October 2014
Curian Capital January 2011 - May 2014
MULTI-FUNDS, INC July 2010 - January 2011
Great-West Life January 2008 - May 2010
Thrivent Financial for Lutherans January 2006 - January 2008
JPMorgan Chase January 2004 - January 2006
UBS July 1998 - January 2004
Skills
Mutual Funds, Fixed Annuities, Financial Advisory, Insurance, Series 63, 401k, Retirement Planning, Series 7, Uniform Combined State..., Asset Allocation, Estate Planning, Strategic Financial..., Life Insurance, Investments, Retirement, Finance, Variable Annuities, Alternative Investments, Separately Managed..., Long-term Care, Sales Management, Small Business, Separate Accounts, Strategy, Sales, Banking, CRM, Asset Management, Securities, Wealth Management, Series 65, FINRA, Investment Advisory, IRAs, Investment Strategies, Series 24, Financial Services, ETFs, Wealth, Portfolio Management, Investment Management, Annuities, Chartered Financial..., Financial Planning, Management, Relationship Management, Series 6, Risk Management
Education
The American College 2010 — 2013
Designation, Chartered Financial Consultant
Institute of Business and Finance 2011 — 2011
Designation, Certified Fund Specialist
University of New Orleans 1983 — 1989
BS, Management
Vanguard May 2010 - March 2013
Vanguard January 2007 - April 2010
Vanguard September 2004 - January 2007
Vanguard February 2000 - September 2004
Vanguard April 1998 - February 2000
Thrivent Financial for Lutherans July 1995 - April 1998
Graduate Hospital January 1991 - December 1994
Graduate Hospital October 1989 - December 1990
Skills
Visio, Business Analysis, Process Improvement, Financial Services, Program Management, Lotus Notes, Microsoft Excel, Microsoft Word, Access, PowerPoint, Unica, Aprimo, Call Centers, Call Center..., Team Leadership, Financial Analysis, Customer Service, Quality Assurance, Quality Control, Variance Analysis, Marketing, Data Analysis
Education
West Chester University of Pennsylvania 1990 — 1993
Master of Business Administration (MBA)
Temple University 1977 — 1981
Bachelor of Science (BS), Medical Technology
Sandra Holland Insurance Consulting Benefit communications and enrollmentsSandra Holland Insurance ConsultingJuly 2007 - Present
Sandra Holland, Consultant October 2002 - July 2007
Thrivent Financial for Lutherans November 2005 - February 2007
Employee Benefit Communications (Div.Aon/Combined Ins Co of Amer.) May 1997 - February 2002
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Teaching, Public Speaking, Project Management, Strategic Planning, Sales
Education
Texas Tech University 1994 — 1996
Bachelor's Degree, Communication Studies and Psychology
US Treasury March 2011 - Present
U.S. DEPARTMENT OF HEALTH & HUMAN SERVICES September 2005 - May 2009
U.S. DEPARTMENT OF HEALTH & HUMAN SERVICES June 2004 - June 2005
Baltimore Aircoil Company January 2004 - June 2004
Thrivent Financial for Lutherans April 2002 - February 2003
Allegis Group October 1997 - July 2001
Integrated Health Services December 1996 - October 1997
Versar January 1988 - December 1996
Education
The Johns Hopkins University 1989 — 1992
M.S., Computer Science
University of Maryland Baltimore County 1984 — 1987
B.S., Computer Science / Information Systems Management
University of Maryland Baltimore County 1984 — 1987
Certificate, Operations Research
FirstEnergy May 2014 - Present
FirstEnergy December 2011 - May 2014
Simply Canvas, Inc. August 2006 - March 2008
Thrivent Financial for Lutherans May 2004 - February 2005
Education
The University of Akron 2000 — 2010
Bachelor, Corporate Finance
French Culinary Institute 2009 — 2009
Certificate, Restaurant Management & Ownership
Digineer July 2015 - Present
Surescripts LLC November 2013 - Present
UnitedHealth Technologies March 2011 - November 2013
UnitedHealth Group October 2007 - December 2011
US Bank July 2005 - October 2007
Thrivent Financial for Lutherans May 1999 - July 2007
Skills
Application Architecture, C#, SDLC, Windows, Application Development, SharePoint, SQL Server, .NET, XML, SQL, Struts, Unix, Visual Basic, Microsoft SQL Server, Agile Methodologies, Software Development, Web Applications, Web Services, Visio, Hibernate, IIS, Java, Solution Architecture, Oracle, Java Enterprise Edition, Enterprise Architecture, TFS, Systems Analysis, SOA, Requirements Analysis, Architectures, AJAX, Process Improvement, Websphere
Education
University of Saint Thomas 1999 — 2002
MS, Software Systems
St. Olaf College 1995 — 1999
BA, Economics, Computer Science
Thrivent Financial for Lutherans January 1992 - Present
HEB July 1972 - January 1992
Skills
Retirement Planning, Series 7, Retirement, Wealth Management, Mutual Funds, Strategic Financial..., Investments, Fixed Annuities, Investment Advisory, Financial Advisory, Series 63, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Uniform Combined State..., Securities, Life Insurance, Portfolio Management, Financial Analysis, Financial Services
Education
Southwest Texas State University 1984 — 1986
Thrivent Financial for Lutherans 2012 - Present
Stearns Wealth Management March 2011 - July 2011
Education
Texas A&M University-Corpus Christi 2006 — 2011
BBA, Economics
E&E Developmental Services April 2015 - Present
Spring Branch ISD November 2014 - April 2015
Volunteers of America-Texas January 2005 - June 2014
Lutheran Social Services of the South May 2002 - January 2004
Thrivent Financial for Lutherans October 1969 - May 2002
Skills
Social Services, Customer Service, Microsoft Excel, Microsoft Word, Data Entry, Microsoft Office, Spreadsheets, Outlook, Office Management, Non-profits, Nonprofits, Fundraising, Invoicing, Administrative..., Account Reconciliation, Payroll, Accounting, Budgets, Training, System Administration, Administration, Access, Volunteer Management, Administrative...
Education
Stephen F. Austin State University 1965 — 1966
Thrivent Financial for Lutherans 1975 - Present
Bonduel Lions Club 1993 - 2013
Sears, Roebuck and Co. September 1971 - February 1975
Skills
Investment Advisory, Securities, Investment Strategies, Life Insurance, Uniform Combined State..., Insurance, Portfolio Management, Financial Advisory, Financial Analysis, Disability Insurance, Long-term Care
Education
Spencerian (now Concordia - Mequon) 1971 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The American College
Chartered Financial Consultant (ChFC), Finance and Financial Management Services
Humana February 2006 - Present
Thrivent Financial for Lutherans November 1995 - January 2006
Mayo Clinic May 1980 - November 1995
Education
St. Olaf College 1975 — 1979
Bachelor of Arts (BA), Psychology
Westfall Group September 2013 - Present
Becker Financial Solutions 2002 - 2008
Thrivent Financial for Lutherans September 2001 - October 2003
Education
The Ohio State University 1977 — 1981
Bachelor of Science (BS), Occupational Therapy