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
Precast utility supplier August 2011 - Present
Trinity Real Estate Finance, Inc. September 2007 - September 2010
Thrivent Financial for Lutherans November 2005 - May 2007
TriActive, Inc. October 1999 - February 2002
Collective Technologies, Inc. 1996 - 1999
Education
The University of Texas at Austin
Bachelor of Science (B.S.)
Madrona Financial Services, LLC September 2011 - Present
Madrona Funds, LLC September 2011 - Present
Thrivent Financial for Lutherans November 2010 - September 2011
University of California, Irvine June 2009 - June 2010
UC Irvine October 2009 - March 2010
Sigma Phi Epsilon March 2009 - March 2010
UC Irvine Athletics January 2009 - March 2010
Wells Fargo Advisors, LLC July 2009 - December 2009
Sigma Phi Epsilon March 2007 - February 2008
Education
University of California, Irvine 2005 — 2010
B.A., Economics, Specialization in International Issues, Minor in Management
Grimmway Academy Edible Schoolyard January 2014 - Present
Grimm Family Education Foundation October 2013 - June 2014
Super Duper Burger May 2011 - August 2011
Grimmway Farms June 2010 - August 2010
Thrivent Financial for Lutherans June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Tutoring, Urban Gardening, Food Preparation, Cartography, Sampling, Demos, Critical Thinking, Statistics, Data Analysis, Teamwork, Leadership
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Geography, 3.8
University of Oregon 2009 — 2010
Bachelor of Arts (B.A.), Geography
Thrivent Financial for Lutherans May 2006 - March 2014
Ameriprise Financial Services, Inc. September 1998 - March 2006
A.G. Edwards 1996 - 1998
Skills
Small Business, Fixed Annuities, Wealth Management, Estate Planning, Retirement Planning, Mutual Funds, Investments, Retirement, Series 7, Financial Planning, Insurance, Asset Allocation, Financial Advisory, 401k, Securities, Life Insurance, Investment Strategies, Financial Services, Leadership, IRAs, Portfolio Management, Long Term Care Insurance, Disability Insurance, Strategic Planning, Team Building
Education
Thiel College 1972 — 1973
Dawson Insurance Agency July 2011 - Present
Thrivent Financial for Lutherans December 2009 - June 2011
Skills
Life Insurance, Estate Planning, Group Benefit Plans, Succession Planning, Fixed Annuities, Small Business, Retirement Planning, Disability Insurance, Employee Benefits
Education
University of Denver 2005 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans March 2013 - December 2013
Dorsey & Whitney LLP March 2009 - March 2013
Skills
Corporate Law, Social Media Law, Intellectual Property, Private Foundations, Tax Law, Trade Secrets, Cross-border..., Mergers, Trademarks, Privacy Law, Litigation, Copyright Law, Securities Regulation, Corporate Governance, Insurance Law, Trademark Infringement, Employment Law, Patent Litigation, FINRA, SEC, Market Conduct, Social Media, Mergers
Education
University of Michigan Law School 2006 — 2008
Doctor of Law (J.D.)
University of Michigan 2002 — 2005
Master of Arts (M.A.), Ancient/Classical Greek Language and Literature
University of Florida 1998 — 2002
Bachelor of Arts (BA), Classics and Classical Languages, Literatures, and Linguistics
Towe, Ball, Mackey, Sommerfeld & Turner October 2013 - Present
Doney Crowley Payne Bloomquist P.C. August 2010 - October 2013
State of South Dakota August 2009 - August 2010
The University of South Dakota 2008 - 2009
US Air Force May 2008 - July 2008
Thrivent Financial for Lutherans January 2003 - August 2005
Skills
Legal Writing, Legal Research, Commercial Litigation, Litigation, Civil Litigation, Legal Issues, Appeals, Courts, Mediation, Employment Law, Trial Practice
Education
The University of South Dakota School of Law 2006 — 2009
JD/MBA, Law
The University of South Dakota 1996 — 2006
BBA, Economics
Thrivent Financial for Lutherans October 2013 - Present
DoTopia 2010 - Present
Target 2007 - 2010
Target 2004 - 2007
Target 2001 - 2004
Fenwick & West 2000 - 2000
Target 1995 - 1999
Skills
Philanthropy, Strategic Planning, Stakeholder Engagement, Marketing Strategy, Social Entrepreneurship, Team Management, Strategic Communications, Collaboration, Corporate Social..., Cause Marketing
Education
University of Minnesota Law School 1998 — 2001
JD
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA, Marketing
Camp of the Cross Ministries September 2013 - Present
R and B Wireless May 2013 - September 2013
Walsh County Press January 2012 - September 2013
Park River Fire Department November 2011 - September 2013
Cenex Co-Op February 2013 - May 2013
Grafton School April 2011 - April 2013
Park River Bible Camp May 2010 - February 2013
Our Saviour's Lutheran Church May 2010 - February 2012
Thrivent Financial for Lutherans 2011 - 2012
Jamestown College August 2009 - May 2010
Skills
Microsoft Office, Adobe Creative Suite, Sound Design, Teaching, Public Speaking, Event Planning, Social Media, Fundraising, Research, Youth Ministry, Non-profits, Community Outreach, Leadership Development, Editing, PowerPoint, Youth Mentoring, Youth Culture, Youth Programs, Youth Empowerment, Outdoor Recreation, Outdoor Education, Preaching, Speech Writing, Speech Coaching, Musical Theatre, Worship Music, Stagecraft, Group Discussions, Leading Discussions, Brainstorm Facilitation, Automotive Repair, Cpr Certified, First Aid, Theatre, Newsletters, News Writing, Creative Fiction, Social Networking, Public Relations, Impromptu Speaking, Flexibility, Logistics, Hospitality, Advertising, News Anchoring, Adolescents, Committee Liaison, Committees, Leadership, Team Building
Education
Jamestown College 2006 — 2010
Bachelor of Arts, Communication, Religion/Philosophy
Arkansas House of Representatives, District 41 January 2015 - Present
Pulaski County Quorum Court January 2012 - December 2014
Thrivent Financial for Lutherans May 2003 - December 2012
Arkansas Blue Cross Blue Shield November 2001 - June 2003
Skills
Higher Education, Public Speaking, Research, Nonprofits, Fundraising, Editing, Event Planning, Leadership, Social Media, Strategic Planning, Grants, Public Policy, Management, Community Outreach, Training, Newsletters, Public Relations
Education
University of Arkansas at Little Rock 1997 — 2007
Master of Arts (M.A.), Professional, Technical, Business, and Scientific Writing
Griffin Capital Securities, Inc. March 2015 - Present
Cole Capital, an ARCP company May 2010 - March 2015
Thrivent Financial for Lutherans 2009 - 2010
Skills
Series 7, series 66, Mutual Funds, Investments, REIT, Wealth Management, Finance, Financial Advisory, Alternative Investments, Series 63, Asset Allocation, Retirement Planning, Investment Strategies, Asset Management, Management, Portfolio Management, Financial Services, Financial Analysis, Retirement, Financial Planning, Investment Advisory
Education
University of Arizona 2005 — 2009
Bachelor of Science in Business Administration, Marketing
Thrivent Financial May 2006 - Present
Thrivent Financial for Lutherans May 2006 - Present
Skills
Retirement Planning, Estate Planning, Mutual Funds, Wealth Management, Retirement, Strategic Planning, Investment Advisory
Education
University of Cincinnati 1972 — 1982
MA, Economics
Thrivent Financial for Lutherans September 2013 - August 2014
Thrivent Financial for Lutherans July 2013 - August 2013
Entertainment Publications August 2011 - January 2013
Information Resources and Technologies (IRT) at University of St. Thomas September 2007 - September 2010
University of St. Thomas - Food For Thought September 2006 - May 2008
Skills
PowerPoint, Customer Service, Microsoft Office, Social Media, Information Technology, Microsoft Excel, Problem Solving, Troubleshooting, Public Speaking, Access, Leadership, Financial Analysis, Communication, Analysis
Education
University of St. Thomas - Opus College of Business 2006 — 2010
Entrepreneurship
UCL 2008 — 2008
Business
Water Science and Policy Center September 2011 - May 2014
University of California, Riverside September 2011 - June 2013
University of California, Riverside January 2010 - June 2011
Thrivent Financial for Lutherans June 2007 - May 2009
Fieldstone Communities May 2005 - June 2007
Corman Leigh Communities January 2004 - April 2005
Centex Homes January 1994 - January 2004
Skills
Microsoft Word, Xcel, LaTeX, PowerPoint, Data Analysis, Statistics, Microsoft Office, Stata, R, Financial Analysis, Analysis, Management, Budgets, Sustainability, Economics
Education
University of California, Riverside 2011 — 2013
Master of Science (M.S.) Environmental Science, Environmental Management
University of California, Riverside 2010 — 2011
Bachelor of Arts (BA), Business/Managerial Economics, Graduated Cum Laude
Riverside Community College 1991 — 1995
Associate's degree, Economics, Awarded the distinguished student microeconomics
Thrivent Financial April 2011 - Present
USAA November 2010 - April 2011
Thrivent Financial for Lutherans December 2006 - October 2010
ClosetMaid June 2005 - July 2006
Skills
Risk Management, Retirement Strategies, Legacy Strategies, Asset Allocation, Life Insurance, Long Term Care Insurance, Investment Strategies, Disability Income...
Education
The University of Texas at San Antonio 2001 — 2004
BBA, Marketing
Polycom May 2015 - Present
ServiceSource August 2013 - April 2015
Thrivent Financial for Lutherans February 2013 - July 2013
BuffONE Crowdfunder September 2012 - December 2012
Around The Bend Media June 2010 - June 2011
Skills
Marketing, Social Media, PowerPoint, Microsoft Excel, Microsoft Office, Facebook, Social Networking, Customer Service, Leadership, Social Media Marketing, Sales, Teamwork, Management, Advertising, Salesforce.com, Microsoft Word, Research, English, Marketing Research, Public Speaking, CRM, SaaS, Project Management, Data Analysis, Time Management, Corporate Renewal, Channel Account..., Pipeline Management, Market Research, Sales Management, Marketing Strategy, Account Management, Entrepreneurship, Marketing Communications
Education
University of Colorado at Boulder 2008 — 2013
Bachelors of Science, Business Administration- Marketing
University of Washington 2008 — 2008
Significant Others Organization of St. George's University January 2012 - May 2013
Kenneth Byrd M.D. November 2009 - July 2011
Thrivent Financial for Lutherans March 2006 - October 2009
Skills
Accounting, Meeting Planning, Meeting Scheduling, Travel Arrangements, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Volunteering, Volunteer Recruiting, Typing, Medical Assisting, Drawing Blood
Education
The University of Memphis 2012 — 2013
Bachelor of Business Administration (B.B.A.), Management
University of Arkansas at Little Rock 2005 — 2009
Concorde Career College-Memphis 2004 — 2005
Certified Medical Assistant
Thrivent Financial for Lutherans April 2010 - Present
Citi July 2009 - March 2010
Citi Investment Research September 2005 - July 2009
Susquehanna Investment Group September 2003 - September 2005
Robertson Stephens September 2000 - September 2002
Dell Computer December 1999 - September 2000
Dell June 1997 - December 1999
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
University of Illinois at Urbana-Champaign 1985 — 1990
ICON Architectural Group March 2015 - Present
Apple April 2014 - Present
Apple 2012 - April 2014
Thrivent Financial for Lutherans 2011 - 2012
Chase 2007 - 2011
Skills
Operating System..., Computer Network..., Computer Hardware, iWork, Microsoft Office, Computer Maintenance, Computer Repair, Mobile Device Management, iLife, iPod, OS X, Customer Experience, Apple Remote Desktop, iTunes, Mac OS X Server, iPhoto, iPhone, iOS, Keynote, Mac, Mac OS, iPad, Consumer Electronics, Sales, Customer Service, Microsoft Exchange, Training, iPad Development, Strategy
Education
University of Houston
Bachelor of Science (B.S.), Interdisciplinary Studies
Wells Fargo May 2013 - Present
Alliance Bank July 2012 - May 2013
Wells Fargo Home Mortgage May 2010 - July 2012
Wells Fargo Financial June 2009 - May 2010
University of Iowa January 2009 - May 2009
Thrivent Financial for Lutherans September 2008 - November 2008
Skills
Finance, Investments, Mergers & Acquisitions, Investment Banking, Private Equity, Credit, Financial Risk, Analysis, Loans, Cash Flow, LBO, Valuation, Financial Analysis, Financial Modeling, Credit Analysis, Portfolio Management, Banking
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
BBA, Finance
Pacific Life June 2014 - Present
ECA Marketing May 2005 - January 2009
Minnesota Life / Securian April 2004 - April 2005
Thrivent Financial for Lutherans November 1999 - February 2004
Education
Ultimate Medical Academy 2011 — 2011
Medical Billing and Coding Certificate, Medical Billing and Coding
Aflac July 2014 - Present
Thrivent Financial for Lutherans September 2013 - May 2014
Engineers Without Borders July 2013 - December 2013
Whitley Products June 2012 - July 2012
Valparaiso University January 2012 - May 2012
Skills
Spanish-speaking, Spanish-English, Microsoft Office, Spanish, Intercultural..., Foreign Languages, Cultural Awareness, Facebook, Cultural Diversity, Translation, PowerPoint, Social Media, Oral & Written..., Prezi, Social Skills, Social Networking, Teamwork, Research, Time Management
Education
Valparaiso University 2010 — 2014
Bachelor of Business Administration (B.B.A.), International Business
Universidad de Zaragoza 2012 — 2012
LiveCareer November 2014 - Present
hrQ Inc. July 2014 - September 2014
Lithium Technologies December 2013 - June 2014
McAfee February 2013 - October 2013
McAfee August 2011 - January 2013
McAfee May 2009 - August 2011
Cisco Systems, Inc. November 2006 - November 2008
First Franklin July 2005 - November 2006
Thrivent Financial for Lutherans 2004 - 2005
USWeb/CKS, eBay, Yodlee, MarchFIRST 1999 - 2001
Skills
Talent Acquisition, Recruiting, Management, Technical Recruiting, Applicant Tracking..., Internet Recruiting, Sourcing, Onboarding, Executive Search, Benefits Negotiation, Screening, Contract Recruitment, Human Resources, Vendor Management, Cold Calling, Talent Management, Employer Branding, Training, Personnel Management, Strategy, Security, Program Management, Hiring, Screening Resumes, Networking, Interviews, Team Management, Leadership, SDLC, HR Consulting
Education
Tulane University
BA, Communications and History
Thrivent Financial January 2015 - Present
Barclay Midway Old Goucher Coalition 2004 - Present
CPHA 1999 - Present
Pi Kappa Alpha 1969 - Present
Thrivent Financial for Lutherans January 2011 - December 2014
IRS January 1974 - September 2013
US Army Reserves ATCAE AUGDET 2005 - December 2012
JHU Real Estate Program 1999 - 2010
Skills
Leadership Development, Public Relations, Research, Nonprofits, Public Speaking, Government, Defense, Leadership, Strategic Planning, Fundraising, Microsoft Office, Program Management, Access, Administration, Analysis, Budgets, Change Management, Coaching, Command, Community Development, Community Outreach, Contract Negotiation, Critical Thinking, Customer Service, Data Analysis, Editing, Event Management, Event Planning, Facebook, Financial Analysis, Grant Writing, Human Resources, Management, Marketing, Microsoft Excel, Microsoft Word, Non-profits, Organizational..., Policy, Policy Analysis, PowerPoint, Process Improvement, Program Development, Project Management, Project Planning, Proposal Writing, Public Policy, QuickBooks, Social Media, Staff Development
Education
Virginia Commonwealth University - School of Business 1987 — 1990
Post-Baccalureate Certificate, Accounting
University of Delaware 1968 — 1976
BA, Psychology
North Penn Senior HS 1966 — 1968
Honor Roll, Academic Track
First Impression Interactive October 2012 - Present
Pitney Bowes July 2012 - September 2012
13 Below Consulting (acquired 2012) June 2007 - September 2012
Hewlett-Packard September 2011 - August 2012
US Bank December 2006 - August 2007
Best Buy / Accenture June 2006 - November 2006
Thrivent Financial for Lutherans February 2006 - June 2006
Brandspring Solutions April 2005 - February 2006
Rust Consulting February 2003 - April 2005
EmergingSoft September 2002 - January 2003
Skills
.NET, ASP.NET, Microsoft SQL Server, C#, VB.NET, Web Services, jQuery, XML, Databases, AJAX, SSIS, Web Development, E-commerce, DotNetNuke, Web Design, SQL Server, ASP, CSS, Application Development, WCF, Visual Studio, Web Applications, IIS, ADO.NET, JavaScript, Silverlight, HTML, Database Design, SQL, SOA, Software Development, SSRS, CIO Advisory Services, Project Management, Telerik Web Controls, Leadership Development, Solution Architecture, Enterprise Architecture, TFS
Education
University of Minnesota - Carlson School of Management 1996 — 2000
BS, Management Information Systems, General
Nicolet High School 1992 — 1996
High School
San Joaquin Community Hospital/Adventist Health June 2015 - Present
Kern Economic Development Corporation December 2006 - Present
PAS Associates November 2005 - November 2006
Thrivent Financial for Lutherans March 2005 - November 2005
Skills
Microsoft Office, Leadership, Customer Service, Research, Budget, Marketing, Event Planning, Non-profits, Microsoft Word, Fundraising, Accounting, Public Speaking, Microsoft Excel, Public Relations, Budgets, Nonprofits, Team Building
Education
University of La Verne 2009 — 2012
Bachelor of Business Administration (B.B.A.)
Allstate August 2013 - Present
Thrivent Financial for Lutherans November 2012 - July 2013
Trinity Evangelical Church January 2005 - February 2011
Our Savior Lutheran Church January 1994 - January 2005
Skills
Education Funding, Customer Service, Public Speaking, Strategic Planning, IRAs, Long Term Care Insurance, Small Business, Wealth Accumulation, Variable Products, Roth IRA, Retirement Planning, Fixed Annuities, Retirement, Series 7, Series 6, Variable Annuities, Youth Ministry, Finance
Education
Trinity Lutheran College 1984 — 1987
Bachelor of Arts (B.A.), Biblical Studies, Education
Thrivent Financial for Lutherans 2012 - 2014
BOE Securities, Inc. 2009 - 2011
Sturdivant & Co. 2006 - 2007
PNC Advisors 2000 - 2004
Principal Global Advisors 1998 - 2000
SEI Investments 1995 - 1996
Skills
Equity Research, Equities, Bloomberg, Investments, Equity Valuation, Analysis, Valuation, Portfolio Management, Capital Markets, Financial Analysis, Securities, Financial Services, Analytics, Investment Banking, Financial Modeling, Mutual Funds, Asset Allocation, Asset Management, Series 7, DCF, Fixed Income, Finance, Investment Strategies
Education
The University of Texas at Austin - The Red McCombs School of Business
Master of Business Administration (MBA), Investment Management
Virginia Polytechnic Institute and State University
Bachelor of Science (B.S.), Finance, General
Logan Lavelle Hunt Insurance & Wealth Management May 2015 - Present
Thrivent Financial for Lutherans February 2013 - February 2014
Waddell & Reed October 2012 - February 2013
Thurston Springer June 2011 - February 2013
PNC December 2009 - June 2011
Huntington National Bank March 2005 - October 2009
Morgan Keegan 2004 - 2006
Chase 2000 - 2004
Bank One 2000 - 2002
Indiana Farm Bureau Insurance 1990 - 1993
Skills
Banking, High Net Worth..., Strategic Financial..., Asset Managment, Recruiting, Management, Sales, Series 65, PowerPoint, Uniform Combined State..., Wealth Preservation..., Multi-generational..., Wealth Accumulation..., Estate Preservation, College Education..., Permanent Life Insurance, Holistic Financial..., 401k Rollovers, Retirement Planning, Wealth Management, Fixed Annuities, Mutual Funds, Estate Planning, Wealth, Series 6, Financial Planners, Life Insurance, Risk Management, Investment Advisory, Financial Services, Insurance, Securities, Financial Planning
Education
University of Indianapolis 1985 — 1989
Bachelor of Science (BS), Secondary Education and Teaching
Roncalli High School / Catholic 1982 — 1985
GED, High School
California Senior Connection September 2008 - Present
Thrivent Financial for Lutherans 2005 - August 2008
Education
University of California, Berkeley 1998 — 2001
BA, Psychology
HealthPartners August 2011 - Present
Allina Hospitals and Clinics August 1998 - August 2011
Thrivent Financial for Lutherans 1994 - 1998
Wilsons Leather 1992 - 1994
Skills
Healthcare Information..., Database Administration, Data Warehousing, Databases, Healthcare, Business Intelligence, Disaster Recovery, Microsoft SQL Server
Education
The University of Texas at Arlington 1985 — 1990
Swiss Re 2002 - Present
Thrivent Financial for Lutherans October 2000 - August 2002
Skills
Life Insurance, Reinsurance, Insurance, Underwriting, Health Insurance, Risk Management, Claims Management, General Insurance, Brokers, Term Life Insurance, Disability Insurance, Employee Benefits, Claim, Financial Risk, Workers Compensation, Actuarial Science, Liability
Education
University of Manitoba
BSc (Pharm), MSc, MD, Medicine, Pharmacology, Pharmacy
Investment Centers of America April 2009 - Present
Thrivent Financial for Lutherans April 1991 - April 2009
1st Bank July 1981 - April 1991
Skills
Financial Analysis
Education
The University of North Dakota 1976 — 1980
B.S. in Business Administration/Finance
Thrivent Financial for Lutherans January 2012 - Present
Skills
Retirement strategies, Investment strategies, Risk management, Education funding, Legacy strategies, Estate strategies, Charitable strategies
Education
University of Idaho
Master's degree, Educational Leadership and Administration
Utah State University
Bachelor of Science (BS), Chemistry, Math and Education
Western & Southern Financial Group January 2014 - Present
Solution Providers May 2012 - December 2013
State Farm Insurance May 2007 - April 2012
Huntington National Bank January 2003 - December 2005
First Financial Bank February 2000 - December 2003
Thrivent Financial for Lutherans April 1997 - January 2000
Irwin Union Bank February 1993 - December 1996
National City Bank September 1982 - February 1993
Sir Winston & the Commons, Madison Zane, Raz, and the Carlton Taylor Band 1965 - 1985
Great American Opportunities January 1981 - August 1982
Skills
Life and Health..., Long-term Care..., Registered..., Sales, Mutual Funds, Health Insurance, Life Insurance, Insurance, Investments, Small Business, Estate Planning, Banking, Risk Management, Financial Services, Leadership, Mortgage Lending, Employee Benefits, Finance, Fixed Annuities, Fundraising, Management, Marketing, Training
Education
University of North Carolina at Charlotte 2001 — 2002
Trust & Investment Management Sales
University of Wisconsin-Madison 1979 — 1980
Banking
University of Indianapolis 1976 — 1979
Finance
Aflac March 2011 - Present
Farmers Insurance June 2009 - June 2010
Thrivent Financial for Lutherans October 2008 - June 2010
Success Systems October 2007 - September 2009
SSCS October 1997 - October 2007
Independent Health September 1974 - October 1997
Skills
Health Insurance, Disability Insurance, Term Life Insurance, Insurance, Life Insurance, Supplemental Health, 401k, 401k Rollovers, Financial Accounting, Account Management, Accounting Applications, Universal Life, Retirement Planning, Small Business, Sales Management, IRAs, Health Savings Accounts, Employee Benefits, Finance, Sales, Accident, Customer Service, Whole Life, Critical Illness, Strategic Financial..., Claim, Fixed Annuities, Licensed Life & Health..., Retirement, Estate Planning, Brokers, Investments, Long Term Care Insurance, Long-term Care, Property & Casualty..., Selling, Financial Planners, Retail, Medicare
Education
Ongoing Insurance Licensing Continuation 2008 — 2013
Penn state 1971 — 1974
BS, Accounting
Tulane University 2004 — 2005
Internet Masters Certificate in Business Management, Business Administration and Management, General, Passed
Thrivent Financial for Lutherans March 1999 - Present
Miracles of Mitch Foundation March 2011 - June 2012
Doherty, Rumble & Butler, P.A. August 1992 - March 1999
Doherty Rumble & Butler, P.A. 1992 - 1999
Mackall, Crounse & Moore 1987 - 1992
Skills
Real Estate, Fundraising, Public Speaking, Strategic Planning, Public Relations, Marketing, Insurance, Sales, Due Diligence, Contract Negotiation, Research, Project Management, Negotiation, Customer Service, Social Media, Investments, Strategy, Leadership, Securities, Management, Mergers & Acquisitions
Education
University of Iowa College of Law 1984 — 1987
JD, BA in Political Science
University of Iowa 1979 — 1983
B.A., Political Science
Fidelity Investments May 2014 - Present
Fidelity Investments May 2012 - May 2014
Thrivent Financial for Lutherans January 2010 - May 2012
Thrivent Financial for Lutherans May 2007 - January 2010
Ameriprise Financial Advisors May 2005 - March 2007
Ameriprise Financial Advisors April 2000 - April 2005
Skills
Leadership, Retirement Planning, Strategic Financial..., Series 7, Investments, Mutual Funds, Wealth Management, Securities, Finance, Retirement, Asset Allocation
Education
The University of Texas at Arlington 1994 — 1998
BS, Biology
Sara-Bay Financial Corp August 2010 - Present
Thrivent Financial for Lutherans June 2006 - January 2010
Skills
Investments, Mutual Funds, Portfolio Management, Retirement Planning
Education
University of Central Florida 2001 — 2005
Finance
Thrivent Financial for Lutherans December 2012 - Present
UBS Financial Services Inc. September 2010 - December 2012
The Design Partnership, Ltd January 1989 - September 2010
Fairview Health Services January 1988 - July 1988
Skills
Strategic Financial..., Series 7, Financial Analysis, Strategic Planning, Retirement Planning, Risk Management, Retirement, Investments, Marketing Strategy, Microsoft Excel
Education
University of Minnesota - Carlson School of Management 1983 — 1988
Bachelor of Science, Finance
Electronic Arts (EA) June 2015 - Present
Electronic Arts October 2013 - June 2015
Electronic Arts (EA) October 2011 - October 2013
Electronic Arts (EA) July 2010 - October 2011
Thrivent Financial for Lutherans 2008 - 2011
Schlitterbahn Vacation Village Kansas City August 2005 - March 2008
Schlitterbahn Galveston Island May 2004 - August 2005
Rackspace February 2003 - February 2004
Skills
Financial Analysis, Excel, Business Analysis, Forecasting, Training, Competitive Analysis, Project Planning, Change Management, Marketing, Strategic Financial..., Investments, Product Development, Microsoft Excel, Analysis, Budgets, Business Development, Microsoft Office, Vendor Management, Accounting, Program Management, SAP, Retail, Financial Reporting, Financial Modeling, Project Management, Finance, Financial Accounting, Data Analysis, Business Intelligence, Sales, Customer Service, Negotiation, Strategic Planning, Management, Business Strategy, Process Improvement, Marketing Strategy, Account Management, PeopleSoft, Leadership, CRM, Business Planning, Credit, Cross-functional Team..., Analytics, Corporate Finance, Team Building, Management Consulting, PowerPoint, Team Leadership
Education
The University of Texas at Austin - The Red McCombs School of Business 2008 — 2010
MBA
Trinity University 1999 — 2002
Bachelor of Science, Computer Science
University of North Texas 1997 — 1999
City of Minneapolis January 2008 - August 2009
Thrivent Financial for Lutherans August 2006 - August 2007
ESG Architects July 2006 - September 2006
Eminage Design November 2005 - May 2006
Holly Ylinen And Associates September 2004 - May 2006
Skills
Space planning, Project Management, Interior Design, Social Media
Education
Dakota County Technical College 2004 — 2006
Associates Degree - Fider Accredited, Interior Design
University of Michigan 1998 — 2002
Bachelor of Arts, Women's Studies
Cognizant Technology Solutions May 2012 - Present
TCS October 2010 - April 2012
Thrivent Financial for Lutherans 2008 - 2009
USAA June 2005 - June 2008
Skills
SOA, Solution Architecture, Design Patterns, Java Enterprise Edition, Requirements Analysis, Hibernate, Spring, TOGAF, Software Project...
Education
University of Madras 1999 — 2003
B.Tech, Information Technology
Thrivent Financial for Lutherans October 2013 - Present
Books A Million July 2004 - January 2013
Council of Lutheran Churches of Greater St. Louis1 August 1997 - January 2004
Council of Lutheran Churches of St. Louis January 1997 - January 2004
The Dexter Daily Statesman19 August 1994 - August 1997
The Daily Statesman January 1994 - January 1997
Osceola Times January 1992 - January 1994
Reporter January 1990 - January 1992
The Daily Iowegian January 1989 - January 1990
Skills
Proficiency in PC & Mac..., Experience in Event..., Layout, Editing, Motivating Employees, Organizational..., Project Management, Proofreading, Promotions, Photography, Writing, Creative Writing, News Writing, Customer Service, Management, Training, Brochures, Newspapers, Facebook, Employee Engagement, Social Networking, Copy Editing, Leadership, Press Releases, Social Media, Newsletters, Blogging
Education
Truman State University 1985 — 1989
Bachelor of Arts (B.A.), Communications emphasis in Print Media
Truman State University 1985 — 1989
Bachelor of Arts, Communications
Hazelwood East High School 1981 — 1985
Diploma, College-Bound Program
Thrivent Financial for Lutherans October 2011 - Present
Skills
Strategic Financial..., Sales Management, Investments, Life Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Investment Strategies
Education
Jamestown College
Bachelor's degree, Communication and Media Studies
Carlson Growth Fund March 2013 - Present
Thrivent Financial for Lutherans September 2013 - December 2013
Greene Holcomb Fisher May 2013 - August 2013
Heartland Capital Group, Inc. January 2013 - May 2013
Skills
Fluent Spanish..., Microsoft Office, Data Analysis, Microsoft Excel, Leadership, Financial Analysis, Equities, Analysis, Equity Research, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Iowa 2008 — 2012
Bachelor of Business Administration (BBA), Management and Entrepreneurship, 3.8
Calvary Lutheran church April 2013 - April 2014
Thrivent Financial for Lutherans January 2011 - December 2013
Zion Lutheran Church, Piedmont, CA June 2010 - May 2013
Keep-At-It Consulting 1986 - March 2006
No Alameda Chapter,Thrivent Financial for Lutherans 2002 - 2006
Zion Lutheran Church 1998 - 2003
Skills
Public Speaking, Strategic Financial..., Accounts Receivable, Public Relations, Employee Benefits, Teaching, Investments, Non-profits, Accounts Payable, Leadership, Team Building, Strategic Planning, Nonprofits, Microsoft Excel, Budgets, Finance, Entrepreneurship, Organizational..., Small Business, Sales, Financial Analysis, Leadership Development, Event Planning, Volunteer Management, Training, Process Improvement, Management, Insurance, Customer Service, Fundraising, Coaching, Community Outreach, Staff Development, Accounting, Access, Outlook, Microsoft Word, Social Networking, Marketing, Program Management, Team Leadership, Grants, PowerPoint, Data Analysis, Program Development, Social Media, Philanthropy, Research, Project Planning, Grant Writing
Education
University of California, Berkeley 1968 — 1970
B.A., Humanities
Chico Senior High School, Chico, CA
KPMG June 2013 - Present
Metro Blooms February 2014 - Present
Thrivent Financial for Lutherans September 2011 - May 2013
Thrivent Financial for Lutherans May 2008 - August 2011
Carlson School Fund Enterprise September 2007 - May 2008
Thomson West May 2007 - August 2007
Skills
Bloomberg, Analysis, Process Improvement, Customer Service, Fixed Income, Reconciling, Securities, Mutual Funds, Asset Management, Finance, Microsoft Excel, PAM, Access, Excel, Crystal Reports, Financial Analysis, Word, Pricing, Outlook, PowerPoint, Customer Relations, Data Analysis, Business Analysis, Visio, Options, Factset, Industry Analysis, Equities, Tax Preparation, Tax Returns, International Tax
Education
University of Minnesota - Carlson School of Management 2012 — 2013
Bachelor of Science (BS), Accounting
University of Minnesota - Carlson School of Management 2005 — 2008
BS, Finance
Vilnius UniversityVilnius, LithuaniaFaculty of Economics 1999 — 2002
Bachelor, Economics
USAA 2010 - Present
CUNA Mutual Group October 2006 - June 2010
USAA 2004 - 2006
USAA Life Insurance Company 2004 - 2005
Thrivent Financial for Lutherans 2000 - 2004
Thrivent Financial 2000 - 2004
Education
University of Illinois at Urbana-Champaign 1986 — 1990
CrossAbilities! January 2015 - Present
Ziglar, Inc. September 2012 - Present
Development Beyond Learning, USA December 2008 - January 2013
ITT Technical Institute January 2010 - February 2012
Greene County ESC 2011 - 2012
Thrivent Financial for Lutherans 2007 - 2008
University of Dayton January 1981 - March 2007
Skills
Writing, Teaching/Mentoring, Public Speaking, Leadership, Musicians, Website Development, Marketing, Strategic Planning, Team Mentoring, Team Leadership, Newsletters, Entrepreneurship, Social Networking, Training, Leadership Development, Blogging, Strategy, Non-profits, Small Business, Team Building, Higher Education, Policy, Management, Personal Development, Coaching, Program Management, Teaching, Customer Service, Nonprofits, Event Planning, Proposal Writing, Sales, Networking, Staff Development, Fundraising, Social Media, Management Consulting, Research, Workshop Facilitation, Consulting, Organizational..., Executive Coaching, Career Development, Conflict Resolution, Career Counseling, E-Learning, Instructional Design, Succession Planning, Organizational..., Change Management
Education
University of Dayton 1976 — 1980
B.S.
Preble H.S. 1975 — 1976
Moorhead H.S. 1973 — 1975
Leadership Pinellas August 2015 - Present
City of Clearwater June 2015 - Present
Belleair Wealth Strategies March 2009 - Present
Raymond James March 2009 - Present
Clearwater Yacht Club February 2008 - December 2014
Merrill Lynch 2007 - 2009
Thrivent Financial for Lutherans 2001 - 2007
Raymond James 1999 - 2001
US Navy May 1987 - May 1994
Skills
Certified Financial..., Comprehensive Wealth..., Retirement Planning, Retirement Plans, Retirement Income..., Retirement Plan..., Estate Tax Planning, Investment Advisory, Investment Strategies, Estate Planning
Education
Leadership Pinellas 2015 — 2016
CFP Board of Standards 2002 — 2003
CFP, Financial Planning
United States Naval Academy 1983 — 1987
BS, Mathematics (Operations Analysis/Applied Math)
Parkway West 1980 — 1983
LJW Financial Inc. June 2011 - Present
OneAmerica June 2011 - February 2013
OneAmerica Financial Partners Inc. June 2004 - June 2011
Midwest Financial of ND March 1998 - May 2004
Thrivent Financial for Lutherans November 1989 - May 1998
Skills
Fixed Annuities, Disability Insurance, Wealth Management, Employee Benefits, Retirement Planning, Insurance, Retirement, Life Insurance, Whole Life, Long-term Care, Financial Planners, Leadership, IRAs, Term Life Insurance, Health Insurance, Estate Planning, Financial Services, Mutual Funds, Long Term Care Insurance, Training, Financial Planning
Education
Jamestown College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics and Statistics, Economics
Parish Family April 2012 - Present
Biter Enterprises January 2012 - April 2012
Thrivent Financial for Lutherans October 2011 - January 2012
University Home Lending 2003 - 2006
Textron Financial 1998 - 2001
Education
University of Florida 1989 — 1993
BS, Economics
Thrivent Financial 2012 - Present
Thrivent Financial for Lutherans March 2001 - Present
Thrivent Financial 2001 - 2011
Skills
Public Speaking, Marketing, Leadership, Strategic Financial..., Coaching
Education
Trinity Lutheran College 1994 — 1997
B.A. theology/ education, Theology, Education. Counseling
Trinity Lutheran College
Theology/ Counseling
Minnesota Department Health October 2014 - Present
Meadowbrook Press June 2013 - September 2014
HCG June 2011 - March 2013
Kelly Financial Services January 2005 - April 2011
US Bank January 2005 - April 2011
Thrivent Financial for Lutherans July 1997 - June 2004
Wilsons Leather January 1991 - May 1993
Skills
Payroll, General Ledger, Account Reconciliation, Financial Reporting, Tax, Auditing, Accounting, Financial Statements, Passed CPA Exam, Quickbooks ProAdvisor, Quickbooks, Microsoft Office 2007, Accounts..., Office Management, Sharepoint, Project Management Tools, Confidentiality, Flexibility, Highly Dedicated, Friendly Demeanor, Passion for Helping..., Highly versatile, Organized Multi-tasker, QuickBooks, Microsoft Excel, Management, Accounts Payable, Microsoft Office, Invoicing, Outlook, Customer Service, SharePoint, Human Resources, Training
Education
University of Minnesota - Carlson School of Management 1991 — 1992
MBA in MIS
University of Minnesota - Carlson School of Management 1985 — 1988
BSB, Accounting
University of Wisconsin-Eau Claire 1983 — 1985
Music Teacher Education
Edison High School - Minneapolis 1979 — 1983
Kelly Services September 2011 - Present
Thrivent Financial for Lutherans February 2004 - September 2011
Shaker Recruitment Advertising & Communications 2002 - 2004
Shaker Recruitment Advertising & Communications 2000 - 2002
Shaker Recruitment Advertising & Communications 1999 - 2000
Shaker Recruitment Advertising & Communications 1997 - 1999
Skills
Project Management, Internal Communications, Advertising, Online Advertising, Marketing Strategy, Marketing, Social Media, Marketing Communications, Social Media Marketing, Email Marketing, Corporate Communications, Digital Marketing, Event Planning, Event Management, Team Building, Creative Direction, Brand Development, Online Marketing, Media Planning, Digital Strategy, Copywriting, Integrated Marketing
Education
The University of South Dakota 1992 — 1996
Mass Communications, Advertising, Marketing, English, German
Tarrant County Public Health May 2014 - Present
LWML 1989 - 2014
Harvest House April 2013 - July 2013
Harvest House March 2012 - May 2013
Thrivent Financial for Lutherans August 2007 - January 2012
Texas Oncology, P.A. January 1993 - April 2007
Skills
Budgets, Leadership, Microsoft Office, Fundraising, Leadership Development, Microsoft Excel, Strategic Planning, Insurance, System Administration, Healthcare, Non-profits, Public Speaking, Team Building, Strategic Financial..., PowerPoint, Coaching, Operations Management, Customer Service, Contract Negotiation, Organizational..., Management, New Business Development, Program Development, Workshop Facilitation, Risk Management, Process Improvement, Marketing Strategy, Volunteer Management, Business Strategy, Event Management, Training, Event Planning, Project Planning, Sales Management, Small Business, Microsoft Word, Forecasting, Marketing, Team Leadership, Sales, Customer Satisfaction, Nonprofits, Financial Analysis, Community Outreach, Account Management, Public Relations, Business Development, Change Management, Business Analysis, Outlook
Education
The University of Texas at Arlington - College of Business 1999 — 2006
M.B.A., Business
Thrivent Financial for Lutherans May 2008 - Present
Education
University of La Verne 2007 — 2009
Masters of Science, Leadership and Management, emphasis in Human Resource Management
Thrivent Financial for Lutherans 2010 - February 2014
Village of Evendale, OH December 1993 - November 2013
WorkflowOne June 1988 - January 2010
Skills
Sales Management, Management, Team Building, Nonprofits, Budgets, Marketing, Sales, Marketing Strategy, Sourcing, New Business Development, Strategic Planning, Customer Service, Account Management, Leadership, Fundraising, Project Planning
Education
University of Dayton 1981 — 1984
BA, Communications-Public Relations
University of Dayton 1981 — 1984
Bachelor of Arts (B.A.), Communications and Public Relations
Fidelity Investments August 2015 - Present
Capstone Financial, LLC October 2012 - Present
Kalos Financial December 2013 - July 2015
E*TRADE Financial January 2012 - October 2012
Thrivent Financial for Lutherans August 2010 - January 2012
MassMutual Financial Group May 2009 - June 2010
Thrivent Financial for Lutherans August 2008 - May 2009
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Investments, Retirement, Wealth Management, Securities, Investment Advisory, Life Insurance, Financial Analysis, Disability Insurance, Margin, Employee Stock Options, Options Trading, Mutual Funds, Customer Service, Data Analysis, Financial Services, Finance
Education
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Marketing / Finance
Vaisala May 2014 - Present
United States Army Reserve March 2010 - Present
TUSD - Miles Exploratory Learning Center January 2010 - Present
Community Partnership of Southern Arizona (CPSA) October 2013 - April 2014
Thrivent Financial for Lutherans August 2010 - September 2013
Knowledge Computing Corporation April 2006 - October 2008
Bell + Howell 2000 - 2003
Skills
Medicare Advantage, Medicare Part D, Health Insurance, Relationship-building..., Mathematics, Tutoring, Independent Financial..., Investments, Negotiation, Information Technology, Computers, Database Administration, Military Communications, Chess, Foreign Relations, Programmers, SharePoint, Bicycle, Swimming, Fitness, Parenthood, Forgiveness, Off-road, Hiking
Education
University of Arizona 1986 — 2006
BS, Mathematics, Engineering, Physics, Political Science, Mandarin Chinese
Thrivent Financial for Lutherans January 2010 - Present
Beauchamp Maleki Consulting October 2008 - January 2010
Russell Investment Group July 2005 - September 2008
Strong Investments May 2002 - January 2005
Education
University of Wisconsin-Whitewater 1998 — 2002
BBS, Finance
University of Hertfordshire 2000 — 2001
Thrivent Financial 2002 - Present
Thrivent Financial for Lutherans 1988 - 2002
Skills
Leadership, Team Leadership, Strategic Partnerships, Community Outreach, Recruiting
Education
The University of South Dakota
Business / Finance
Thrivent Financial for Lutherans November 2007 - Present
RJM Med-Trans, LLC September 1998 - December 2009
Education
University of Colorado Boulder 1979 — 1983
Bachelor of Science (BS), Adapted Physical Education
Thompson Valley High School 1976 — 1979
Ameriprise Financial Services, Inc. April 2015 - Present
Allstate Financial December 2010 - April 2015
Thrivent Financial for Lutherans January 2006 - November 2010
Penda Corporation September 2000 - November 2005
Tenneco September 1987 - September 2000
United States Navy February 1983 - July 1987
Education
University of Michigan 1976 — 1981
BGS, Marketing, Geology
Insight Global February 2014 - Present
Golf Financial Partners January 2012 - Present
Thrivent Financial for Lutherans September 2011 - January 2012
escalante, the crosby national golf club July 2011 - January 2012
Four Seasons Resort Aviara June 2008 - August 2010
Skills
Team Leadership, Networking, Organization
Education
University of California, Santa Barbara 2007 — 2011
BA, business, economics, management
University of California, Santa Barbara
B.A, Business Economics
LoyaltyOne September 2010 - Present
Thrivent Financial for Lutherans May 2009 - July 2010
Best Buy May 2005 - February 2009
Best Buy August 2003 - May 2005
Best Buy September 2001 - August 2003
Life Fitness October 1999 - September 2001
Arthur J. Gallagher July 1997 - June 1998
Aon Risk Services, Inc. 1993 - 1997
Skills
Customer Insight, Marketing Strategy, Marketing Communications, Marketing Research, Product Development, Positioning, Customer Retention, Budgets, Project Planning, Segmentation, Direct Marketing, Loyalty Marketing, Integrated Marketing, Multi-channel Marketing, Email Marketing, Analytics, Database Marketing, Retail, Product Marketing, Marketing Management, Strategic Planning, CRM, Cross-functional Team..., Strategy, Brand Management, Online Marketing, Leadership, Marketing, Management, Competitive Analysis, Advertising, Digital Marketing
Education
University of Minnesota - Carlson School of Management 1998 — 1999
M.B.A., Marketing
University of Wisconsin-Madison 1988 — 1993
Bachelors of Business Administration, Risk Management
Greystar November 2010 - Present
Greystar July 2009 - November 2010
Thrivent Financial for Lutherans April 2008 - July 2009
Equity Residential August 2007 - April 2008
Skills
Property Management, Marketing Communications, Real Estate Finance, Customer Service, Sales, Event Planning, Yardi, Real Estate Economics, Leases, OneSite, Property, Fair Housing, Lease Administration, Apartments, Affordable Housing, Contract Negotiation, Real Estate, Rentals
Education
University of Iowa 2003 — 2007
B.B.A, Business Administration
Western & Southern Life December 2014 - Present
Colonial Life May 2013 - December 2014
Thrivent Financial for Lutherans January 2008 - January 2012
BMC Software January 1986 - 1999
Education
University of Houston 1968 — 1975
Bachelor's degree, Psychology, 3.3
University of Maryland Far East Division 1971 — 1971
I only took a Statistics Course, I took a Statistics course while I was in Vietnam
Rodan+Fields Determatologist August 2013 - Present
Warner Bros. Entertainment Group of Companies January 2012 - Present
Thrivent Financial for Lutherans July 2008 - January 2012
Thrivent Financial for Lutherans May 2005 - July 2008
Bethlehem Lutheran Church and School September 2000 - December 2006
Skills
Leadership, Finance, Sales, Account Management, Accounting, Human Resources, Strategic Financial..., Financial Analysis, Investments, Financial Services, Financial Advisory, Series 7
Education
University of Maryland College Park 1986 — 1992
BA, MA, English, Kinesiology
J.P. Stevens HS
Sales Simplicity Software, Inc. June 2015 - Present
Vanguard February 2013 - Present
Vanguard August 2012 - February 2013
Raising Glasses LLC August 2010 - December 2011
Thrivent Financial for Lutherans May 2007 - August 2007
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Communication, Sales Process, Restaurants, Sales, Management, Leadership, Social Media, Budgets, Recruiting, Financial Analysis, Social Media Marketing, Public Speaking, Finance, Social Networking
Education
University of Arizona 2005 — 2009
Bachelor of Science (BS), Business Economics
Management Recruiters of Cedar Rapids July 2014 - Present
Management Recruiters of Cedar Rapids January 2012 - Present
Management Recruiters of Cedar Rapids December 2009 - Present
Thrivent Financial for Lutherans June 2007 - December 2009
Education
University of Iowa 2002 — 2006
Bachelor of Arts (B.A.), Economics
Goldman Sachs July 2013 - Present
The Marshall Foundation November 2012 - May 2013
Associated Students of the University of Arizona April 2012 - April 2013
Eller College of Management February 2012 - April 2013
PRIORITY Global Group LLC May 2011 - September 2011
Thrivent Financial for Lutherans June 2010 - August 2010
Skills
Leadership Development, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Data Analysis, Event Planning, Microsoft Word, Customer Service, Social Media, Spanish, Team Leadership, Research, Leadership, Social Networking, Fundraising, Sales, Entrepreneurship, Event Management, Food & Beverage, Process Intensification, Nonprofits, Social Media Marketing, Facebook, Finance, Teamwork, Accounting, Time Management, Marketing, Access
Education
University of Arizona 2009 — 2013
Bachelor of Science in Business Administration (BSBA), Finance, General
University of Arizona 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Peak Financial Consulting June 2006 - Present
Thrivent Financial for Lutherans January 1991 - June 2006
Emerson EMC October 1988 - December 1990
Skills
Retirement Planning, Estate Planning, Financial Planning, Financial Advisory, Strategic Planning, Finance, Securities, Leadership, Customer Service, Insurance, Process Improvement, Retirement, Series 7
Education
University of St. Thomas - Opus College of Business 1984 — 1987
MBA, Marketing
United States Military Academy at West Point 1967 — 1971
Bachlor of Science, Engineering
Thrivent Financial for Lutherans 2010 - Present
Max Retaining Walls Inc. June 2006 - November 2009
Ammex Masonry Inc. November 2005 - November 2009
Thrivent Financial for Lutherans January 2003 - November 2005
Education
University of Denver - Daniels College of Business 2001 — 2003
Bachelors, Management, leadership, & economics
University of Missouri-Columbia 2000 — 2001
Management
Northglenn High School 1996 — 2000
Through-Line Coaching/Consulting August 2015 - Present
Thrivent Financial for Lutherans 2008 - 2013
Thrivent Financial for Lutherans 2006 - 2008
Thrivent Financial for Lutherans 2002 - 2005
Lutheran Brotherhood 2001 - 2002
Christ the King Lutheran Church 1997 - 2000
Simple Solutions 1992 - 1997
Simple Woman Productions 1990 - 1997
Nordstrom 1978 - 1985
Skills
Lifestyle Coaching, Job Coaching, Business Coaching, Microsoft Office, Public Speaking, Coaching, Marketing, Nonprofits, Executive Coaching, Strategic Planning
Education
Trinity Lutheran College
Bachelor of Arts (B.A.), Theology/Theological Studies, 3.87
Trinity Lutheran College
Bachelors degree Education (Counseling emphasis), Education/Counseling
Clear Creek Financial Management April 2014 - Present
Thrivent Financial for Lutherans February 2008 - April 2014
Skills
Fixed Annuities, Retirement Planning, Retirement, 401k, Mutual Funds, Life Insurance, IRAs, Disability Insurance, Series 7, 401k Rollovers, Estate Planning, Financial Planners, Wealth Accumulation, Wealth Management, Investment Strategies, Securities, Investments, Roth IRA, Portfolio Management, Asset Management, Financial Services, Personal Financial..., Financial Advisory, Wealth, Financial Planning
Education
University of Idaho 1998 — 2002
Bachelor of Science, Business - Production/Operations Management
University of Idaho 1998 — 2002
BS, Production/Operations Management
Capital High School
Babson Capital Management September 2014 - Present
Financial Research Associates April 2010 - September 2014
Thrivent Financial for Lutherans March 2009 - December 2009
Iowa Public Interest Research Group January 2009 - May 2009
Northwestern Mutual May 2008 - August 2008
Skills
Social Media Marketing, Marketing Communications, Email Marketing, Social Media, Marketing Strategy, Media Relations, Public Relations, Press Releases, Strategic Planning, Management, Business Development, Customer Service, Event Planning, Blogging, Sales, Copywriting, Online Marketing, Social Networking, Digital Marketing, Microsoft Office, Content Management, Editing, Advertising, Event Management, Marketing Research, Project Management, Online Advertising, Content Development, SEO, Journalism, Market Research, Contract Negotiation, Brand Management, Strategic Partnerships, Google Analytics, WebTrends Analytics, Twitter, Creative Direction, Newsletters, Event Marketing Strategy, Customer Relations, Website Updating, Creative Development, HubSpot, Lyris, Adobe Acrobat, LinkedIn, HTML
Education
University of Iowa 2004 — 2009
Bachelor of Arts, Business, Communication Studies
Barrington High School 2000 — 2004
High School Diploma
Johnson Controls February 2015 - Present
Johnson Controls June 2013 - February 2015
Thrivent Financial for Lutherans May 2012 - August 2012
King-eClient January 2012 - April 2012
Skills
Data Analysis, Microsoft Word, Microsoft Excel, Spanish, Finance, Microsoft Office, PowerPoint, Customer Service, 5S, Lean Tools, Six Sigma, Minitab, Access, Business Process..., Visio
Education
University of Wisconsin-Madison - School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Investment and Banking; International Business
Universitat Pompeu Fabra 2012 — 2012
University of Wisconsin-Madison
Booz Allen Hamilton January 2015 - Present
Deloitte August 2013 - January 2015
USPTO January 2013 - August 2013
Thrivent Financial for Lutherans July 2012 - January 2013
ImproMed, LLC 2009 - August 2012
Affinity Health System February 2008 - August 2008
Carter's OshKosh B'gosh June 2007 - January 2008
Skills
Database Admin, Software Development, SQL, HTML, Java, Microsoft SQL Server, C++, Windows, CSS, JavaScript, XML, C#, Databases, Visual Basic, MySQL, Access, Programming, Microsoft Office, Troubleshooting, PHP, C, VB.NET, Software Engineering, ASP.NET
Education
University of Wisconsin-Oshkosh 2008 — 2012
B.S, Computer Science
University of Michigan 2008 — 2008
Oshkosh West
Oshkosh West
Thrivent Financial for Lutherans September 2007 - Present
Fremont Investment and Loan 2004 - 2007
Skills
Mutual Funds, Investments, Fixed Annuities, Retirement, Asset Allocation, Insurance, Securities, Financial Modeling, Life Insurance, FINRA Series 7, FINRA Series 66
Education
University of Florida - Warrington College Of Business 1986 — 1988
Bachelor of Science
Principal Funds June 2015 - Present
Hartford Funds January 2013 - May 2015
Thrivent Financial for Lutherans March 2011 - January 2013
KPMG June 2005 - April 2011
Carlson Companies June 2004 - September 2004
Skills
Corporate Tax, Tax Accounting, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Mutual Funds, Internal Audit, Finance, Income Tax, Tax Preparation, Tax Research, Investments, US GAAP, Team Motivation, Employee Engagement, Leadership, Auditing, International Tax, Partnership Taxation, Financial Services, SEC filings, Internal Controls, Tax Returns, Big 4, External Audit, Fund Accounting, Tax Advisory, Hedge Funds, Mutual Fund Taxation, Complex Security..., Tax, Alternative Investments, Microsoft Excel, Derivatives, Process Improvement, Analysis
Education
University of Minnesota - Carlson School of Management 2001 — 2005
BS, Accounting
Vermillion High School 1997 — 2001
NFP Executive Benefits March 2011 - Present
Thrivent Financial for Lutherans June 2009 - March 2011
Clark Consulting June 2002 - November 2008
Voyager Bank November 1998 - June 2002
Richfield Bank & Trust Company October 1995 - May 1998
Skills
Insurance, Finance, Series 63, Retirement Planning, Employee Benefits, Mutual Funds, Retirement, 401k, Defined Benefit, Financial Services, Disability Insurance
Education
University of Iowa
BA, Political Science
Post Consumer Brands February 2011 - Present
Minneapolis Community and Technical College February 2007 - February 2011
Canterbury Park 2005 - 2007
Best Buy 2000 - 2002
Thrivent Financial for Lutherans 1996 - 1999
CAE 1994 - 1995
Skills
Project Management, Access, Microsoft Office, System Administration, Customer Service, Troubleshooting, Computer Hardware, Technical Support, Software Documentation, Active Directory, Testing, Telecommunications, Security, Servers, Printers, Microsoft SQL Server, Project Planning, Team Leadership, Inventory Management, Microsoft Excel, Networking, Help Desk Support, Databases, Teamwork, Hardware, SQL, Training, Management, Operating Systems, Laptops, Software Installation, Team Building, Windows, System Deployment, Windows Server
Education
The University of North Dakota 1989 — 1993
B.S. Aeronautical Studies, Aviation
Burnsville Senior High 1986 — 1988
Asphalt Terminals & Transportation August 2014 - Present
Zenergy, Inc. February 2011 - August 2014
Thrivent Financial for Lutherans July 2008 - February 2011
Education
University of Phoenix 2006 — 2008
MBA, Business
University of Arkansas 1978 — 1982
BS, Computer Science
Thrivent Financial for Lutherans 2004 - Present
Community Outreach Ministry Endeavor 2010 - 2013
Skills
Investments, Financial Analysis
Education
University of California, Berkeley
Thrivent Financial for Lutherans April 2009 - Present
Metro Sales Inc. July 2007 - March 2009
Education
The University of South Dakota 2001 — 2006
B.S, Electronic Media and Business
Voya Financial October 2014 - Present
ING U.S. Financial Services May 1985 - October 2014
Thrivent Financial for Lutherans February 1973 - May 1985
Skills
Retirement Planning, Annuities, Insurance, Financial Planning, Series 7, Insurance Marketing, Insurance Illustrations, Mutual Funds, Relationship Management, Financial Services, Series 6, Wealth Management, Life Insurance, Investments, Banking, Fixed Annuities, Marketing, Sales, Underwriting, Retirement, Series 63, Strategic Financial..., CRM, Business Analysis, Risk Management, Disability Insurance, 401k
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Marketing
University of Minnesota-Twin Cities 1979 — 1985
B.S., Business Administration
Wells Fargo Home Mortgage September 2011 - Present
BREWTOWN Productions, LLC 2010 - 2013
Varde Partners November 2003 - November 2009
Thrivent Financial for Lutherans 1997 - 2003
Education
The University of North Dakota 1991 — 1995
BBA, Economics
Thrivent Financial February 2015 - Present
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans September 2012 - January 2014
Thrivent Financial for Lutherans May 2011 - August 2012
The City of Minneapolis November 2006 - September 2010
General Dynamics Information Technology June 2004 - September 2006
US Army March 1999 - March 2004
Skills
Process Improvement, Organizational..., Strategic Planning, Project Management, Change Management, Program Management, Cross-functional Team..., Management Consulting, Team Building, Training, Human Resources, Analysis, Coaching, Leadership, Strategy
Education
University of Minnesota - Carlson School of Management 2008 — 2011
MBA
University of Maryland University College 2002 — 2006
BA, Humanities
Blue Cross Blue Shield of North Dakota January 2013 - Present
SANFORD HEALTH PLAN January 2010 - Present
Medica January 2008 - Present
Tim Deitemeyer Agency 2004 - Present
SANFORD HEALTH PLAN 1995 - Present
Thrivent Financial for Lutherans 1995 - 2005
Skills
Long Term Care, Insurance, Annuities, Estate Planning, Employee Benefits, Disability Insurance, Health Insurance, Term Life Insurance, Benefits, Retirement
Education
University of Jamestown 1990 — 1994
BA, Business and Personnel Management
self employed investor January 2011 - Present
Thrivent Financial for Lutherans October 2008 - December 2010
Self Employed June 2007 - July 2008
TransUnion 1987 - 2006
Sears, Roebuck and Co. 1984 - 1987
Education
University of Illinois at Urbana-Champaign - College of Business 1975 — 1979
BS, FINANCE
Northwestern Mutual January 2013 - Present
Sanford Health October 2011 - December 2012
Mickelson Eye Clinic, P.A. July 2003 - October 2011
Crossroads DHP, Inc. July 2002 - July 2003
Thrivent Financial for Lutherans June 2000 - July 2002
Skills
Sales, Customer Service, Medical Billing, Management, Opticians, Managerial Skills, Event Planning, Team Building, Finance
Education
The University of North Dakota 1996 — 2000
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Pershing High School
Thrivent Financial for Lutherans August 2012 - Present
New York Life Insurance Company May 2012 - August 2012
Amlin Illinois, Inc August 2008 - April 2010
The Navigators Group Inc March 2002 - August 2008
Northwestern National/Vik Brothers/Highlands Insurance April 1989 - December 2001
Guardian Royal Exchange plc 1985 - 1989
Skills
Life & Health Insurance..., Series 6, Series 63, Property & Casualty..., Underwriting, Workers Compensation, Life Insurance, Umbrella Insurance, Retirement, Health Insurance, Inland Marine, Commercial Insurance
Education
Keller Graduate School of Management 1991 — 1993
MBA, Finance
Chartered Insurance Institute
Fellow of The Chartered Insurance Institute, Insurance
The National Alliance
Certified Insurance Counselor
University of London
BA(Hons), Economics; French & German
Thrivent Financial February 2014 - Present
Thrivent Financial for Lutherans February 2012 - February 2014
Thrivent Financial for Lutherans March 2011 - April 2012
Piper Jaffray 2004 - 2006
Skills
Process Improvement, Change Management, Business Process..., Risk Management, Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Finance and Accounting
Thrivent Financial May 2008 - Present
Thrivent Financial for Lutherans April 2006 - Present
Blue Cross Blue Shield of Michigan 1998 - 2005
Skills
Business Analysis, Process Improvement, SDLC, PMP, Program Management, PMO, Leadership, Business Process..., Requirements Analysis, Management
Education
University of Michigan 1996 — 2000
Wells Fargo March 2013 - Present
Wells Fargo March 2006 - March 2013
Wells Fargo January 2002 - March 2006
Thrivent Financial for Lutherans 2000 - 2001
Skills
PeopleSoft, Compensation, Incentive Programs, Salary, Market Pricing, FLSA, HR Consulting, Executive Pay, Deferred Compensation, Finance, Employee Benefits, Financial Services, Compensation Strategies, Sales Compensation
Education
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
Bachelor of Business Administration (BBA), Finance, General
Self-Employed 2009 - Present
Thrivent Financial for Lutherans 2007 - 2009
Sole Practitioner January 2005 - December 2006
JP Morgan/ Bank One/ 1st Chicago September 1988 - January 2005
Skills
Estate Planning, Estate Tax Planning, Tax Preparation
Education
University of Illinois College of Law 1978 — 1981
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1978
BS, Accountancy
Thrivent Financial for Lutherans July 2004 - Present
MEMBERS Capital Advisors August 1988 - June 2004
Bank of America August 1996 - June 1998
NBD Bank (Now JP Morgan) June 1992 - August 1996
Skills
Asset Allocation, Investment Strategies, Portfolio Management, Asset Management, Mutual Funds, Investments, Equities, Financial Modeling, Financial Analysis, Investment Management, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1992
MBA, Finance
University of Wisconsin-Madison 1984 — 1988
Bachelor of Arts, International Relations and French
High School 1980 — 1984
Charles Schwab April 2015 - Present
TIAA-CREF September 2007 - April 2015
Thrivent Financial for Lutherans September 2005 - September 2007
Skills
Retirement, Finance, Series 7, Employee Benefits, Insurance, Retirement Planning, Financial Advisory, Insurance Planning, Annuity, Series 66, Series 24, Fixed Annuities, Financial Planners, Uniform Combined State..., IRAs, Mutual Funds, Series 63, 401k, Strategic Financial..., Investments, Life Insurance, Long-term Care, Personal Financial..., Personal Finance
Education
University of Texas Continuing Education - CFP coursework 2006 — 2009
Financial Planning and Services
University of Denver 1991 — 1995
BA, Communications and Public Affairs
Bachelors
Bachelors, Public Affairs and Mass Communications
HIGH SCHOOL
Northwestern Mutual October 2008 - Present
Thrivent Financial For Lutherans June 2007 - September 2008
Various Financial Services Companies October 1980 - December 2005
Education
Trinity College-Hartford
Masters, Economics
U.S. District Court February 2014 - Present
Thrivent Financial for Lutherans April 2013 - February 2014
Department of Veterans Affairs January 2010 - April 2013
HIRED May 2009 - January 2010
University of Minnesota - Law School December 2008 - May 2009
CliftonLarsonAllen (Formerly LarsonAllen) September 2008 - December 2008
Skills
Interviewing, Career Development, Employee Relations, HRIS, Recruitment/Retention, Performance Management, Employee Benefits, Interviews, Talent Management, Training, Staff Development, Recruiting, MBTI, Human Resources, Coaching, Benefits Administration, Job Descriptions, Career Counseling, Onboarding, Temporary Placement, Job Coaching, Personnel Management
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Arts, Human Resources and Industrial Relations
University of Minnesota-Twin Cities 2008 — 2009
Bachelor of Science, Human Resource Development
Minneapolis Community and Technical College 2005 — 2007
Associate of Arts
Thrivent Financial for Lutherans November 2007 - Present
Skills
Medical Transcription
Education
University of Colorado at Boulder 1979 — 1983
Bachelor's of Science, Adapted Physical Education
Thompson Valley High School, Loveland, CO 1976 — 1979
HS Diploma
Copeland Insurance Group May 2013 - Present
ProWealthOne April 2011 - October 2012
Thrivent Financial for Lutherans December 2008 - December 2009
Metropolitan Life April 2006 - November 2008
Sun Life Financial 2002 - 2005
Skills
Customer Service, Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Sales, Life Insurance, Disability Insurance, IRAs, Critical Illness, Term Life Insurance, Mutual Funds, Long-term Care, General Lines - Life,..., Series 6 and Series 63..., Voluntary Employee..., Whole Life, Employee Benefits, Accident Insurance, Universal Life, Retirement
Education
The American College 2006 — 2009
LUTCF, Life Insurance
The University of Texas at Austin
Thrivent Financial for Lutherans May 2012 - Present
Digital Office Solutions July 2010 - December 2011
Midwest Office Technology August 2007 - July 2009
Visual Software Solutions August 2005 - May 2007
Kronos February 2004 - March 2005
Trimin Systems July 1996 - January 2004
Solutions, Inc. July 1993 - March 1995
IBM corporation April 1987 - June 1993
Skills
Solution Selling, Sales, Sales Process, Strategic Planning, Leadership, Strategy, Sales Management, Business Process, Team Building, CRM
Education
University of Iowa 1968 — 1972
BBA, Business and Finance
University of Iowa - Henry B. Tippie College of Business 1968 — 1972
BBA, Mzrketing and Management
LabTech Software April 2012 - Present
LSW Partners LLC October 2008 - June 2010
Thrivent Financial for Lutherans November 2006 - September 2008
Skills
Channel Account..., Salesforce.com, Sales, Account Management, Marketing, Channel Developer, Lead Generation, Direct Sales, SaaS, Sales Process, Professional Services
Education
University of Florida 2002 — 2006
Business Management - Administration, Business
Sugar Creek Vineyard 2009 - Present
Thrivent Financial for Lutherans October 2006 - April 2009
Archer Daniels Midland 2000 - July 2005
NAI Ruhl & Ruhl Commercial Company May 1994 - January 2000
Skills
Laboratory, French, Proofreading, Political Science, Political Campaigns, Real Estate, Public Speaking, Event Planning, Budgets, Leadership Development
Education
University of Iowa 1968 — 1972
Bachelor of Liberal Studies, Biology/Biological Sciences, General, Political Science, Literature
ICA 2012 - 2013
Blue Cross and Blue Shield of Minnesota 2010 - 2012
Presbyterian Homes 2010 - 2010
Thrivent Financial for Lutherans 2004 - 2009
Thrivent Financial for Lutherans 2002 - 2004
Thrivent Financial for Lutherans 1999 - 2002
Thrivent Financial for Lutherans 1997 - 1999
Park Nicollet Health Services 1990 - 1997
Deloitte Consulting 1985 - 1990
University of Iowa Hospitals and Clinics 1978 - 1985
Skills
Strategic Financial..., Regulatory..., Project Management, Product Development, Product Management, Market Research, Quality Management, Contract Management, Cross-functional Team..., Healthcare, Program Management, Insurance, Leadership
Education
University of Iowa - Henry B. Tippie College of Business 1978 — 1984
MBA, MIS Concentration
University of Iowa
BA, with distinction, Liberal Arts
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Thrivent Financial for Lutherans 2005 - Present
Schneider National 2001 - 2005
SPR 1998 - 2001
Skills
SDLC, Visio, PMP, Requirements Analysis, Requirements Gathering, Process Improvement, MS Project, Resource Management, Software Project..., Business Requirements, Project Management, DB2, Vendor Management, Systems Analysis, COBOL
Education
University of Arizona 1990 — 1996
BSBA, Management Information Systems
Elevations Credit Union August 2014 - Present
Elevations Credit Union January 2013 - August 2014
Thrivent Financial for Lutherans August 2005 - January 2013
Harr Real Estate April 2008 - April 2011
Land Title August 1992 - April 1998
Skills
Banking, Customer Service, Financial Analysis, Insurance, Loans, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Mortgage Lending, Notary Public, Leadership, Marketing, Real Estate, Real Estate Transactions, Sales, Team Building
Education
University of Colorado at Boulder 1987 — 1989
Business Administration and Management, General
Regis University
Bachelor of Science (B.S.), Business Adminstration - Management
Principal Financial Group December 2007 - Present
Wells Fargo Investments March 2006 - January 2008
Thrivent Financial for Lutherans March 2005 - April 2006
Skills
Retirement Planning, Fixed Annuities, Uniform Combined State..., Securities, Series 66
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2009
MBA, Finance
University of Iowa 1999 — 2004
BA, Psychology
University of Iowa - Henry B. Tippie College of Business 1999 — 2004
BBA, Management and Marketing
Dowling Catholic High School
Mt. Olive Lutheran
Ryder System, Inc. September 2009 - Present
Mullane Enterprises, LLC June 2008 - September 2009
Thrivent Financial for Lutherans 2002 - 2008
CIGNA 1986 - 1990
Ryder Transportation 1984 - 1985
Skills
Succession Planning, Employee Relations, 401k, Employee Benefits, Deferred Compensation, Benefits Administration, HRIS, Onboarding, New Hire Orientations, Workforce Planning, College Recruiting
Education
University of Connecticut 1980 — 1984
B.A., Political Science
Thrivent Financial for Lutherans May 2004 - May 2012
John Hancock Life Insurance Company (U.S.A.) January 2003 - April 2004
Education
University of Illinois at Urbana-Champaign 1962 — 1967
BS, Communications
Investment Centers of America April 2009 - Present
Thrivent Financial for Lutherans November 2007 - April 2009
BCBSND February 2003 - November 2007
Altru Health System November 1997 - February 2003
East Grand Forks Dental Care August 1991 - November 1997
Education
The University of North Dakota 1983 — 1991
Bus. Adm., Business Administration
Thrivent Financial for Lutherans CRE AnalystPrincipal Financial Group1985 - 1992
Education
University of Iowa - Henry B. Tippie College of Business 1980 — 1984
BA, Finance
Aspire Human Services September 2012 - Present
State of Idaho January 2010 - December 2012
Thrivent Financial for Lutherans January 2012 - September 2012
A New Leaf July 2007 - July 2009
Community Partnerships of Idaho April 2006 - July 2007
Skills
Program Development, Leadership, Program Management, Data Analysis, Developmental..., Behavioral Health, Behavior Change, Behavior Modification
Education
University of California, Riverside 2002 — 2005
B.A., Psychology and History
Financial Services December 2011 - September 2013
Thrivent Financial for Lutherans September 2010 - December 2011
Macerich June 2008 - September 2008
Skills
Coordination, Microsoft Word, File Management, Nonprofits, Data Entry, Spreadsheets, Administrative..., Event Planning, Outlook, Microsoft Office, Social Media
Education
University of California, Riverside 2013 — 2018
Doctor of Philosophy (PhD), School Psychology
University of California, Irvine
B.A; B.A, Economics; Psychology
Thrivent Financial October 2011 - Present
Thrivent Financial for Lutherans May 2008 - October 2011
Thrivent Financial January 2008 - July 2008
Thrivent Financial May 2001 - January 2008
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 24, FINRA Series 53, Financial Services, Field Supervision, Training, Correspondence Review, Social Media Review, Hearsay Social, Insurance, Securities, Variable Products, Mutual Funds
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Agriculture Economics
Thrivent Financial 2015 - Present
Thrivent Financial for Lutherans January 2012 - Present
Wells Fargo Advisors 2007 - January 2012
Skills
Series 7, Series 63, Financial Advisory, Financial Services, Fixed Income, Investments, Mutual Funds, Securities, Trading, Banking
Education
University of Colorado at Boulder - Leeds School of Business 1999 — 2003
Business Administration, Finance
Thrivent Financial for Lutherans September 2012 - Present
ING 2000 - 2008
Skills
Risk Management, Business Analysis, SDLC, Program Management, PMO, Financial Services, Vendor Management, Business Process..., Team Building
Education
University of Michigan 1977 — 1981
BS
Walker Methodist June 2013 - Present
ECS 2010 - 2012
Thrivent Financial for Lutherans July 2004 - January 2010
Skills
Non-profits, Public Relations, Volunteer Management, Program Development, Fundraising, Event Management, Grants, Marketing, Nonprofits, Program Management, Leadership, Strategy, Copywriting, Grant Writing
Education
Normandale Community College
Social Media Marketing in Business
University of Colorado Boulder
BA, Advertising & Art
SageView Advisory Group January 2014 - Present
Scott and Stringfellow June 2012 - January 2014
Wells Fargo July 2010 - June 2012
Thrivent Financial for Lutherans December 2009 - July 2010
Education
University of Mary Washington 2005 — 2009
Bachelors, Economics
Wells Fargo March 2013 - Present
Prime Therapeutics November 2012 - March 2013
Wells Fargo November 2011 - September 2012
OptumHealth September 2010 - October 2011
Delta Air Lines June 2008 - June 2010
Thrivent Financial for Lutherans June 2006 - May 2008
UnitedHealth Group March 2005 - June 2006
Thrivent Financial for Lutherans November 2003 - February 2005
Decision Intelligence, Inc. May 2003 - July 2003
Fingerhut 1993 - 2002
Skills
SDLC, Test Planning, Testing, Quality Assurance, Software Quality..., User Acceptance Testing, Requirements Analysis, Requirements Gathering, Visio, Quality Center, System Testing, Test Management, Agile Methodologies, Test Cases, HP Quality Center, Business Analysis
Education
University of Iowa
BS, Education
J.P. Morgan June 2011 - Present
UBS Wealth Management May 2011 - June 2013
Triage Consulting Group June 2008 - May 2011
Thrivent Financial for Lutherans June 2006 - September 2006
Education
University of California, Los Angeles 2004 — 2008
B.A., Economics, History
Universitat Autònoma de Barcelona 2007 — 2007
Economics, Spanish, History
Dude Products, Inc February 2011 - Present
Federal Reserve Bank of Chicago May 2011 - Present
Federal Reserve Bank November 2008 - May 2011
Thrivent Financial for Lutherans June 2008 - November 2008
Federal Reserve Bank December 2007 - January 2008
Skills
Financial Modeling, Market Research, Analytics, Portfolio Management, Risk Management, Entrepreneurship, Valuation, Data Analysis, Financial Analysis, Business Planning, Product Development, SAS/SQL, Competitive Analysis, Forecasting, Microsoft Excel, Strategy, Brand Development, Brand Management, Strategic Planning, Market Analysis, New Business Development, Sales, Marketing Strategy, Credit Risk, SAS programming, Banking
Education
Illinois Institute of Technology - Stuart School of Business 2010 — 2012
Master of Science, Finance
Truman State University 2005 — 2008
Bachelor of Science, Finance
Wells Fargo 2012 - Present
Thrivent Financial for Lutherans 2011 - 2012
Skills
Outlook, Financial Reporting, Accounting, Customer Service, PowerPoint, Microsoft Excel, QuickBooks, Access
Education
University of Central Florida
Bachelor of Science (BS), Business Administration
Waddell & Reed January 2011 - Present
Thrivent Financial for Lutherans January 2006 - January 2011
Sprint Nextel 2001 - 2005
Education
University of Central Missouri
BS, MS
University of Kansas School of Law
Juris Doctor
Cognizant Technology Solutions June 2015 - Present
Thrivent Financial for Lutherans 2010 - 2012
Education
Madras University 2000 — 2004
Bachelor of Engineering (BE), electronics and communication engineering
Thrivent Financial for Lutherans VP Fixed Income SalesRW Pressprich2005 - 2007
Cantor Fitzgerald 2004 - 2005
Mellon Financial 2001 - 2004
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
The University of Connecticut
B.S., Finance
Thrivent Financial for Lutherans Game Production ManagerKC Chiefs1979 - 2006
Skills
Customer Service, Leadership, Event Planning, Microsoft Office, Microsoft Excel, Sales, Training, PowerPoint, Event Management
Education
Central Missouri State University 1973 — 1977
BSBA, Office Administration
OneBeacon Insurance November 2014 - Present
OneBeacon Insurance October 2012 - November 2014
Pine River Capital Management May 2012 - October 2012
Thrivent Financial for Lutherans April 2006 - May 2012
Century 21 Plumlee Realty January 2005 - April 2006
Ashton Partners May 2004 - January 2005
Skills
Financial Analysis, Financial Reporting, Accounting, Investments, Securities, Financial Services, Finance, Financial Modeling, Insurance, Bloomberg, Internal Controls, General Ledger, Management, Mutual Funds, Process Improvement
Education
University of Iowa 2001 — 2004
BBA, Finance, Entrepreneurship
Carlson Funds Enterprise March 2013 - March 2014
Thrivent Financial for Lutherans September 2013 - December 2013
U.S. Bank June 2013 - August 2013
Alanna Consulting Group January 2011 - October 2011
Convergent Strategies Consulting, Inc. 2007 - 2011
Kunjar Sharma & Associates 2005 - 2006
Skills
Financial Modeling, Valuation, Investments, Strategy, Portfolio Management, Management, Corporate Development, Strategic Planning, Forecasting, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wharton School, University of Pennsylvania
Bsc. Economics, Finance
Thrivent Financial for Lutherans January 2012 - Present
Thrivent Financial 2004 - 2011
Redsky Partners 2002 - 2004
Lutheran Brotherhood 1999 - 2002
Dain Rauscher 1996 - 1999
Education
Trinity University 1987 — 1991
B.A., Business/Economics
TIAA-CREF September 2012 - Present
JPMorgan Chase August 2009 - September 2012
JPMorgan Chase June 2007 - August 2009
Thrivent Financial for Lutherans August 2006 - March 2007
Skills
Series 7, Series 63, Annuities, IRA's, Mutual Funds, 401k, Retirement Planning, Retirement, Asset Allocation, Wealth Management, Investments, Pensions, Insurance, Employee Benefits, Consumer Lending, Credit, Loans, Mortgage, Banking, Small Business Lending, Loan Origination, Mortgage Lending, Customer Relations, Portfolio Management, Asset Management
Education
University of Colorado at Boulder
BSBA, Organizational Management and Human Resources
Thrivent Financial for Lutherans 2004 - Present
Maurices 2000 - 2004
Bath & Body Works 2000 - 2002
Skills
Passion for Helping..., Personal Financial..., Learning New Concepts
Education
University of Arkansas at Fayetteville 2000 — 2004
Bachelor's degree, Marketing/Marketing Management, General