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
Employee
Years
Job
Industry
Amy Lucie Amy Lucie's Thrivent Financial for Lutherans Experience June 1991 - February 1994
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA February 1994 - Present
Thrivent Financial for Lutherans June 1991 - February 1994
Skills
CRPC, AAMS, CLU, ChFC, ALMI, ACS, ALHC, Hold Series 7, Series 24, Series 63, Series 65, Retirement Planning, Asset Allocation, Life & Health Insurance..., Wealth Accumulation, Financial Advisory, Insurance, Leadership, Financial Services, Series 7, Mutual Funds, Wealth, Investments, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Finance, Investment Advisory, Investment Strategies, Estate Planning, Management, Process Improvement, Banking, Team Building, IRAs, Team Leadership, Public Speaking, Coaching
Education
University of Maryland College Park 1989 — 1991
Business Admins, Finance
Prince George's Community College 1987 — 1989
Associate, Business Administration
College for Financial Planning
Certified Financial Planner Program
The American College 1994 — 2000
Chartered Life Underwriter, Chartered Financial Consultant
USAA February 1994 - Present
Thrivent Financial for Lutherans June 1991 - February 1994
Skills
CRPC, AAMS, CLU, ChFC, ALMI, ACS, ALHC, Hold Series 7, Series 24, Series 63, Series 65, Retirement Planning, Asset Allocation, Life & Health Insurance..., Wealth Accumulation, Financial Advisory, Insurance, Leadership, Financial Services, Series 7, Mutual Funds, Wealth, Investments, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Finance, Investment Advisory, Investment Strategies, Estate Planning, Management, Process Improvement, Banking, Team Building, IRAs, Team Leadership, Public Speaking, Coaching
Education
University of Maryland College Park 1989 — 1991
Business Admins, Finance
Prince George's Community College 1987 — 1989
Associate, Business Administration
College for Financial Planning
Certified Financial Planner Program
The American College 1994 — 2000
Chartered Life Underwriter, Chartered Financial Consultant
Katelin Weiers Katelin Weiers's Thrivent Financial for Lutherans Experience June 2013 - Present
Job Actuarial Analyst at Thrivent Financial
Industry Insurance
Experience
Thrivent Financial for Lutherans June 2013 - Present
Thrivent Financial for Lutherans May 2012 - August 2012
St. John's Preparatory School September 2011 - December 2011
Skills
Actuarial Exams, Statistics, Problem Solving, Visual Basic, Finance, Microsoft Excel, Statistical Modeling
Education
College of St. Benedict 2009 — 2013
Bachelor of Arts (BA), Mathematics, Finance
Thrivent Financial for Lutherans June 2013 - Present
Thrivent Financial for Lutherans May 2012 - August 2012
St. John's Preparatory School September 2011 - December 2011
Skills
Actuarial Exams, Statistics, Problem Solving, Visual Basic, Finance, Microsoft Excel, Statistical Modeling
Education
College of St. Benedict 2009 — 2013
Bachelor of Arts (BA), Mathematics, Finance
Tony Hugh's Thrivent Financial for Lutherans Experience January 2000 - Present
Job Financial Representative at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2000 - Present
Skills
Estate Planning, Investment Strategies, Retirement Distribution, College Funding..., Licensed Life & Health...
Education
College of the Redwoods 1988 — 1990
Fortuna High 1975 — 1979
Thrivent Financial for Lutherans January 2000 - Present
Skills
Estate Planning, Investment Strategies, Retirement Distribution, College Funding..., Licensed Life & Health...
Education
College of the Redwoods 1988 — 1990
Fortuna High 1975 — 1979
Kelsey Evavold, MBA Kelsey Evavold, MBA's Thrivent Financial for Lutherans Experience June 2011 - September 2012
Job Talent Acquisition Manager at TMI Hospitality
Industry Hospitality
Experience
TMI Hospitality July 2015 - Present
TMI Hospitality January 2015 - July 2015
TMI Hospitality September 2012 - January 2015
Thrivent Financial for Lutherans June 2011 - September 2012
APAC Customer Services January 2011 - June 2011
US Bank August 2010 - January 2011
Fargo-Moorhead RedHawks Baseball December 2009 - April 2010
Scheels May 2009 - August 2009
Knudson LP May 2008 - July 2008
Skills
Recruiting, Management, Interviews, Sourcing, Time Management, Recruitment Advertising, College Recruiting, Microsoft Office, Career Development, Public Relations, Performance Management, Public Speaking, Cold Calling, Account Management, Social Media, Corporate Recruiting, Hiring, Marketing, Career Counseling, Social Recruiting, Screening Resumes, Leadership, Human Resources, Employee Relations, Talent Management, Financial Recruiting, LinkedIn Recruiter, New Hire Orientations, Building Relationships, Staffing Services, Employee Benefits, Employee Training, Onboarding, Applicant Tracking..., Training, Organizational..., Coaching, Teamwork, Leadership Development, Budgets, Internet Recruiting, Resume Writing, Talent Acquisition, Social Networking, Temporary Placement, LinkedIn, Team Building, Interviewing, Candidate Screening
Education
University of Mary 2013 — 2014
Master of Business Administration (MBA)
Concordia College 2006 — 2009
Bachelor of Arts, Communication Public Relations
Fergus Falls High School 2003 — 2006
TMI Hospitality July 2015 - Present
TMI Hospitality January 2015 - July 2015
TMI Hospitality September 2012 - January 2015
Thrivent Financial for Lutherans June 2011 - September 2012
APAC Customer Services January 2011 - June 2011
US Bank August 2010 - January 2011
Fargo-Moorhead RedHawks Baseball December 2009 - April 2010
Scheels May 2009 - August 2009
Knudson LP May 2008 - July 2008
Skills
Recruiting, Management, Interviews, Sourcing, Time Management, Recruitment Advertising, College Recruiting, Microsoft Office, Career Development, Public Relations, Performance Management, Public Speaking, Cold Calling, Account Management, Social Media, Corporate Recruiting, Hiring, Marketing, Career Counseling, Social Recruiting, Screening Resumes, Leadership, Human Resources, Employee Relations, Talent Management, Financial Recruiting, LinkedIn Recruiter, New Hire Orientations, Building Relationships, Staffing Services, Employee Benefits, Employee Training, Onboarding, Applicant Tracking..., Training, Organizational..., Coaching, Teamwork, Leadership Development, Budgets, Internet Recruiting, Resume Writing, Talent Acquisition, Social Networking, Temporary Placement, LinkedIn, Team Building, Interviewing, Candidate Screening
Education
University of Mary 2013 — 2014
Master of Business Administration (MBA)
Concordia College 2006 — 2009
Bachelor of Arts, Communication Public Relations
Fergus Falls High School 2003 — 2006
Brittany (Witte) Caillier's Thrivent Financial for Lutherans Experience May 2011 - December 2012
Job Helping Clients Reach Financial Goals
Industry Financial Services
Experience
Thrivent Financial October 2014 - Present
The Barry Foundation August 2012 - September 2014
Thrivent Financial for Lutherans May 2011 - December 2012
Olson Wealth Group May 2012 - August 2012
Bell State Bank & Trust September 2009 - May 2012
LeadNow September 2010 - April 2011
Citizens Bank and Trust August 2007 - April 2011
Skills
Leadership, Marketing, Public Speaking, Event Planning, Customer Service, Finance, Microsoft Excel, Microsoft Office, Social Media, Banking, PowerPoint, Microsoft Word, Teamwork, Outlook
Education
Concordia College 2009 — 2012
Bachelor of Arts, Majors in Economics-Finance and Organizational Communication, Minor in English-Writing
Thrivent Financial October 2014 - Present
The Barry Foundation August 2012 - September 2014
Thrivent Financial for Lutherans May 2011 - December 2012
Olson Wealth Group May 2012 - August 2012
Bell State Bank & Trust September 2009 - May 2012
LeadNow September 2010 - April 2011
Citizens Bank and Trust August 2007 - April 2011
Skills
Leadership, Marketing, Public Speaking, Event Planning, Customer Service, Finance, Microsoft Excel, Microsoft Office, Social Media, Banking, PowerPoint, Microsoft Word, Teamwork, Outlook
Education
Concordia College 2009 — 2012
Bachelor of Arts, Majors in Economics-Finance and Organizational Communication, Minor in English-Writing
David Charlie Drake David Charlie Drake's Thrivent Financial for Lutherans Experience October 1993 - January 1998
Job Dealer Sales Executive at Telogis Inc.
Industry Automotive
Experience
Telogis Inc. February 2013 - Present
Nissan North America May 2011 - February 2013
American Luxury Coach January 2010 - May 2011
American Suzuki Motor Corp January 1998 - June 2008
Thrivent Financial for Lutherans October 1993 - January 1998
Subaru of America June 1986 - September 1993
Skills
Negotiation, Territory Management, Distributed Team..., Automotive, Parts, Vehicles, Customer Satisfaction, Account Management, Automobile, Automotive Aftermarket, Automotive Repair, Business Development, Competitive Analysis, Cross-functional Team..., Customer Service, Team Building, Sales Force Development, Dealer Management, Product Marketing, B2B, Process Improvement, Sales Process, Sales, Marketing, Six Sigma, Operations Management, Manufacturing, Product Launch, Warranty, Sales Operations, Sales Management, Dealers, Electric Vehicles, Customer Retention, Profit, Forecasting, Management, Pricing
Education
Colorado State University-Pueblo 1979 — 1984
BS, Automotive Parts and Service Management
Telogis Inc. February 2013 - Present
Nissan North America May 2011 - February 2013
American Luxury Coach January 2010 - May 2011
American Suzuki Motor Corp January 1998 - June 2008
Thrivent Financial for Lutherans October 1993 - January 1998
Subaru of America June 1986 - September 1993
Skills
Negotiation, Territory Management, Distributed Team..., Automotive, Parts, Vehicles, Customer Satisfaction, Account Management, Automobile, Automotive Aftermarket, Automotive Repair, Business Development, Competitive Analysis, Cross-functional Team..., Customer Service, Team Building, Sales Force Development, Dealer Management, Product Marketing, B2B, Process Improvement, Sales Process, Sales, Marketing, Six Sigma, Operations Management, Manufacturing, Product Launch, Warranty, Sales Operations, Sales Management, Dealers, Electric Vehicles, Customer Retention, Profit, Forecasting, Management, Pricing
Education
Colorado State University-Pueblo 1979 — 1984
BS, Automotive Parts and Service Management
Betsy Ordal Betsy Ordal's Thrivent Financial for Lutherans Experience May 2006 - November 2010
Job VP Thrivent Financial Advice Center
Industry Financial Services
Experience
Thrivent Financial December 2010 - Present
Thrivent Financial for Lutherans May 2006 - November 2010
American Express Financial Advisors (now known as Ameriprise Financial) 1998 - 2005
American Express Financial Advisors 1997 - 1998
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1991 - 1993
American Express Financial Advisors (formerly known as IDS) 1981 - 1991
Education
University of Saint Thomas 1985 — 1987
MBA
Concordia College 1977 — 1981
BA, Business Admin & Psychology
FINRA Licensed
Series 7, 24 and 66
Thrivent Financial December 2010 - Present
Thrivent Financial for Lutherans May 2006 - November 2010
American Express Financial Advisors (now known as Ameriprise Financial) 1998 - 2005
American Express Financial Advisors 1997 - 1998
American Express Financial Advisors 1993 - 1997
American Express Financial Advisors 1991 - 1993
American Express Financial Advisors (formerly known as IDS) 1981 - 1991
Education
University of Saint Thomas 1985 — 1987
MBA
Concordia College 1977 — 1981
BA, Business Admin & Psychology
FINRA Licensed
Series 7, 24 and 66
Joseph Finnemann Joseph Finnemann's Thrivent Financial for Lutherans Experience 2013 - 2013
Job Series 7 & 66 seeking employment
Industry Financial Services
Experience
Mutual of Omaha December 2013 - March 2014
Enterprise Rent-A-Car September 2012 - May 2013
Thrivent Financial for Lutherans 2013 - 2013
Carthage College September 2009 - May 2012
Skills
Financial Services, Cold Calling, Networking, Analytical Skills, Microsoft Office, Licensing, Multi Tasking, Health Insurance, Life Insurance, Variable Products, Series 7, Series 66
Education
The American College 2014 — 2015
Chartered Financial Consultant, Finance and Financial Management Services
The American College 2014 — 2015
Certified Financial Planner, Finance and Financial Management Services
Carthage College 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
Mutual of Omaha December 2013 - March 2014
Enterprise Rent-A-Car September 2012 - May 2013
Thrivent Financial for Lutherans 2013 - 2013
Carthage College September 2009 - May 2012
Skills
Financial Services, Cold Calling, Networking, Analytical Skills, Microsoft Office, Licensing, Multi Tasking, Health Insurance, Life Insurance, Variable Products, Series 7, Series 66
Education
The American College 2014 — 2015
Chartered Financial Consultant, Finance and Financial Management Services
The American College 2014 — 2015
Certified Financial Planner, Finance and Financial Management Services
Carthage College 2008 — 2012
Bachelor of Arts (BA), Political Science and Government
David Strohm David Strohm's Thrivent Financial for Lutherans Experience January 1994 - June 1997
Job Associate Professor at University of Saint Mary
Industry Higher Education
Experience
University of Saint Mary May 2009 - Present
Emporia State University May 2002 - October 2005
Kansas State University May 2001 - May 2002
Wamego High School January 1999 - May 2001
Lockheed Martin May 1997 - June 1999
Thrivent Financial for Lutherans January 1994 - June 1997
United States Air Force November 1967 - January 1994
Skills
University Teaching, Distance Learning, Adult Education, Research, Mental Health Counseling, Clinical Supervision, Licensed Professional..., National Certified..., Career Counseling, School Counseling, Curriculum Development, Admissions, Instructional Design, Academic Advising, Student Counseling, Teaching, Psychotherapy, Public Speaking
Education
Kansas State University 1997 — 2008
Doctor of Philosophy (Ph.D.), Counselor Education and Supervision
Chapman University 1975 — 1984
Master of Arts (M.A.), Counseling Psychology
Kansas State University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
University of Saint Mary May 2009 - Present
Emporia State University May 2002 - October 2005
Kansas State University May 2001 - May 2002
Wamego High School January 1999 - May 2001
Lockheed Martin May 1997 - June 1999
Thrivent Financial for Lutherans January 1994 - June 1997
United States Air Force November 1967 - January 1994
Skills
University Teaching, Distance Learning, Adult Education, Research, Mental Health Counseling, Clinical Supervision, Licensed Professional..., National Certified..., Career Counseling, School Counseling, Curriculum Development, Admissions, Instructional Design, Academic Advising, Student Counseling, Teaching, Psychotherapy, Public Speaking
Education
Kansas State University 1997 — 2008
Doctor of Philosophy (Ph.D.), Counselor Education and Supervision
Chapman University 1975 — 1984
Master of Arts (M.A.), Counseling Psychology
Kansas State University 1963 — 1967
Bachelor of Arts (B.A.), Psychology
BRIAN LEDBETTER BRIAN LEDBETTER's Thrivent Financial for Lutherans Experience 2008 - 2013
Job Security, Investigative, and Protective Services
Industry Security and Investigations
Experience
Life Safety & Security, Criminal Investigations, Physical Security, Security Training & Managment 2013 - Present
Thrivent Financial for Lutherans 2008 - 2013
Wackenhut 2007 - 2008
Akal Security 2001 - 2007
Internal Investigative Services 1998 - 2001
Skills
Protection, Security Operations, Security Management, Investigation, Private Investigations, First Aid, Alarm Management, Building Relationships, Inspiring People, Employee Training, Customer Service, Crisis Management, Problem Solving, Continuous Improvement, Process Improvement, Mobile Patrol, Firearms, Life Safety, Property Damage, Confidentiality, Trusting Relationships, Criminal Investigations, Crucial Confrontations, Self Defense, Computers, CCTV, Security Training, Security Audits
Education
Metropolitan State University
Bachelor of Science (BS), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Century College
Associate of Science (AS), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Johnson Senior High School
Graduated, Focus on Math and Science
Life Safety & Security, Criminal Investigations, Physical Security, Security Training & Managment 2013 - Present
Thrivent Financial for Lutherans 2008 - 2013
Wackenhut 2007 - 2008
Akal Security 2001 - 2007
Internal Investigative Services 1998 - 2001
Skills
Protection, Security Operations, Security Management, Investigation, Private Investigations, First Aid, Alarm Management, Building Relationships, Inspiring People, Employee Training, Customer Service, Crisis Management, Problem Solving, Continuous Improvement, Process Improvement, Mobile Patrol, Firearms, Life Safety, Property Damage, Confidentiality, Trusting Relationships, Criminal Investigations, Crucial Confrontations, Self Defense, Computers, CCTV, Security Training, Security Audits
Education
Metropolitan State University
Bachelor of Science (BS), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Century College
Associate of Science (AS), Homeland Security, Law Enforcement, Firefighting and Related Protective Services
Johnson Senior High School
Graduated, Focus on Math and Science
Scott Gullickson, CSM Scott Gullickson, CSM's Thrivent Financial for Lutherans Experience March 2011 - Present
Job Associate Project Manager at Thrivent Financial for Lutherans
Industry Information Technology and Services
Experience
Thrivent Financial for Lutherans March 2011 - Present
Genesis10 Business and Technology Consulting April 2010 - November 2011
Prime Therapeutics September 2010 - March 2011
Wells Fargo Home Mortgage May 2010 - September 2010
Regional Loan Center September 2009 - April 2010
Cargill Financial Service Center January 2009 - May 2009
J.M. Smucker Company October 2008 - May 2009
Skills
Resource Management, Financial Planning, Financial Forecasting, Visio, Project Portfolio..., Finance, Business Objects, Investments, SDLC, Leadership, Project Planning, Process Improvement, Analysis, MS Project, Project Management, Quality Assurance, Business Analysis, Time Management, PMO, Consulting, Lotus Notes, Agile Methodologies, Business Process...
Education
Concordia College 2005 — 2009
Bachelor of Arts, Business Management, Economics
Minnewaska Area High School
Thrivent Financial for Lutherans March 2011 - Present
Genesis10 Business and Technology Consulting April 2010 - November 2011
Prime Therapeutics September 2010 - March 2011
Wells Fargo Home Mortgage May 2010 - September 2010
Regional Loan Center September 2009 - April 2010
Cargill Financial Service Center January 2009 - May 2009
J.M. Smucker Company October 2008 - May 2009
Skills
Resource Management, Financial Planning, Financial Forecasting, Visio, Project Portfolio..., Finance, Business Objects, Investments, SDLC, Leadership, Project Planning, Process Improvement, Analysis, MS Project, Project Management, Quality Assurance, Business Analysis, Time Management, PMO, Consulting, Lotus Notes, Agile Methodologies, Business Process...
Education
Concordia College 2005 — 2009
Bachelor of Arts, Business Management, Economics
Minnewaska Area High School
Glen Emery Glen Emery's Thrivent Financial for Lutherans Experience November 2005 - December 2008
Job Associate Pastor at Immanuel Lutheran Church
Industry Religious Institutions
Experience
Immanuel Lutheran Church April 2015 - Present
Immanuel Lutheran Church December 2014 - Present
Lutheran Family Service of Iowa January 2009 - May 2012
Thrivent Financial for Lutherans November 2005 - December 2008
Skills
Finance, Fundraising, Customer Service, Microsoft Office, Strategic Planning, Insurance, Coaching, Community Outreach, Pastoral Care, Theology
Education
Concordia Seminary 2012 — 2013
Certificate, Pastoral Studies
Concordia University-Wisconsin 1981 — 1983
Bachelor of Arts (BA), Elementary Education and Teaching
Immanuel Lutheran Church April 2015 - Present
Immanuel Lutheran Church December 2014 - Present
Lutheran Family Service of Iowa January 2009 - May 2012
Thrivent Financial for Lutherans November 2005 - December 2008
Skills
Finance, Fundraising, Customer Service, Microsoft Office, Strategic Planning, Insurance, Coaching, Community Outreach, Pastoral Care, Theology
Education
Concordia Seminary 2012 — 2013
Certificate, Pastoral Studies
Concordia University-Wisconsin 1981 — 1983
Bachelor of Arts (BA), Elementary Education and Teaching
Stepheny (Haywood) Cantu Stepheny (Haywood) Cantu's Thrivent Financial for Lutherans Experience November 1999 - October 2009
Job Realtor with Fathom Realty
Industry Real Estate
Experience
Fathom Realty January 2014 - Present
Keller Williams Realty, Inc. January 2011 - January 2014
The Steven Nieves Team - Keller Williams Realty July 2010 - January 2011
JPMorgan Chase October 2009 - June 2010
Thrivent Financial for Lutherans November 1999 - October 2009
Skills
Real Estate, Sellers, First Time Home Buyers, Real Estate Transactions, Residential Homes, Foreclosures, REO, Buyers, Buyer Representation, Relocation, Referrals, Listings, SFR, Condos, Property, New Home Sales, Single Family Homes, ABR, Real Property, Move Up Buyers, Relocation Buyers, FHA, New Homes, Real Estate License
Education
The University of Texas at Arlington 2014 — 2015
Certificate, Certified Medical Assistant
X-Ray Academy of Texas 2014 — 2014
NCT Certificate, X-Ray Technician
Cedar Valley College 1992 — 1993
Real Estate
Fathom Realty January 2014 - Present
Keller Williams Realty, Inc. January 2011 - January 2014
The Steven Nieves Team - Keller Williams Realty July 2010 - January 2011
JPMorgan Chase October 2009 - June 2010
Thrivent Financial for Lutherans November 1999 - October 2009
Skills
Real Estate, Sellers, First Time Home Buyers, Real Estate Transactions, Residential Homes, Foreclosures, REO, Buyers, Buyer Representation, Relocation, Referrals, Listings, SFR, Condos, Property, New Home Sales, Single Family Homes, ABR, Real Property, Move Up Buyers, Relocation Buyers, FHA, New Homes, Real Estate License
Education
The University of Texas at Arlington 2014 — 2015
Certificate, Certified Medical Assistant
X-Ray Academy of Texas 2014 — 2014
NCT Certificate, X-Ray Technician
Cedar Valley College 1992 — 1993
Real Estate
Pang Yang's Thrivent Financial for Lutherans Experience August 2010 - Present
Job Advanced Brokerage Services Rep at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans August 2010 - Present
St. Catherine University January 2014 - January 2014
Univita Health Inc October 2006 - August 2011
Wells Fargo January 2009 - January 2010
Skills
Long-term Care, Investments, Financial Planning, Mutual Funds, Insurance, Retirement Planning, Wealth Management, Retirement, Series 7, Employee Benefits
Education
College of St. Catherine 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Century College 2003 — 2006
Associate's Degree, Business Administration and Management, General
Thrivent Financial for Lutherans August 2010 - Present
St. Catherine University January 2014 - January 2014
Univita Health Inc October 2006 - August 2011
Wells Fargo January 2009 - January 2010
Skills
Long-term Care, Investments, Financial Planning, Mutual Funds, Insurance, Retirement Planning, Wealth Management, Retirement, Series 7, Employee Benefits
Education
College of St. Catherine 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Century College 2003 — 2006
Associate's Degree, Business Administration and Management, General
Mary Quist-Newins Mary Quist-Newins's Thrivent Financial for Lutherans Experience June 2003 - May 2008
Job MBA, MSFS, CERTIFIED FINANCIAL PLANNER, CLU, ChFC, President and Founder
Industry Financial Services
Experience
Moneyweave LLC January 2013 - Present
The American College May 2008 - December 2012
Thrivent Financial for Lutherans June 2003 - May 2008
ING Advisors Network May 2001 - December 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2001
Ameriprise Financial 1990 - 1995
E & J Gallo Winery January 1987 - January 1990
Chesebrough-Ponds January 1981 - December 1987
Skills
Financial Services, Public Speaking, Retirement Planning, Fixed Annuities, Strategic Financial..., Leadership, Sales, Mutual Funds, Wealth Management, Management, Strategy, Coaching, Financial Advisory, Strategic Planning, Insurance, Business Planning, Training, Marketing, Business Development, Finance, Investments, Small Business, Estate Planning, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Asset Management, Retirement, Personal Finance, Financial Analysis, Investment Advisory, Leadership Development, Portfolio Management, Employee Benefits, Series 7, Life Insurance, Investment Strategies, Long-term Care, Series 63, Wealth, Series 6, Health Insurance, IRAs, Securities, Term Life Insurance, Succession Planning, 401k, Personal Financial..., Consulting
Education
The American College
Master's Degree, Financial Services
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Marketing
University of Washington
Bachelor of Arts (B.A.), Journalism, Scandinavian Studies
College for Financial Planning
Certified Financial Planner, CFP, Financial Planning
The American College 2010 — 2013
Master’s Degree, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Moneyweave LLC January 2013 - Present
The American College May 2008 - December 2012
Thrivent Financial for Lutherans June 2003 - May 2008
ING Advisors Network May 2001 - December 2002
Ameriprise Financial (Formerly American Express Financial Advisors) 1996 - 2001
Ameriprise Financial 1990 - 1995
E & J Gallo Winery January 1987 - January 1990
Chesebrough-Ponds January 1981 - December 1987
Skills
Financial Services, Public Speaking, Retirement Planning, Fixed Annuities, Strategic Financial..., Leadership, Sales, Mutual Funds, Wealth Management, Management, Strategy, Coaching, Financial Advisory, Strategic Planning, Insurance, Business Planning, Training, Marketing, Business Development, Finance, Investments, Small Business, Estate Planning, Entrepreneurship, Financial Planners, Asset Allocation, Risk Management, Asset Management, Retirement, Personal Finance, Financial Analysis, Investment Advisory, Leadership Development, Portfolio Management, Employee Benefits, Series 7, Life Insurance, Investment Strategies, Long-term Care, Series 63, Wealth, Series 6, Health Insurance, IRAs, Securities, Term Life Insurance, Succession Planning, 401k, Personal Financial..., Consulting
Education
The American College
Master's Degree, Financial Services
Thunderbird School of Global Management
Master of Business Administration (M.B.A.), International Marketing
University of Washington
Bachelor of Arts (B.A.), Journalism, Scandinavian Studies
College for Financial Planning
Certified Financial Planner, CFP, Financial Planning
The American College 2010 — 2013
Master’s Degree, Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC)
Staci Murphy Staci Murphy's Thrivent Financial for Lutherans Experience 2007 - 2011
Job .
Industry Financial Services
Experience
. January 2015 - Present
Rychley Financial Services January 2014 - January 2015
Prestige Wealth Management April 2011 - January 2014
Thrivent Financial for Lutherans 2007 - 2011
Wealth Enhancement Group 2006 - 2007
Compass Capital Management 2004 - 2006
Stevens, Foster Financial Services 2003 - 2004
RBC Dain Rauscher 2000 - 2003
Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Series 7, 66, Life, Health and Variable Line licensed
. January 2015 - Present
Rychley Financial Services January 2014 - January 2015
Prestige Wealth Management April 2011 - January 2014
Thrivent Financial for Lutherans 2007 - 2011
Wealth Enhancement Group 2006 - 2007
Compass Capital Management 2004 - 2006
Stevens, Foster Financial Services 2003 - 2004
RBC Dain Rauscher 2000 - 2003
Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Series 7, 66, Life, Health and Variable Line licensed
Trinatha Ventrapragada Trinatha Ventrapragada's Thrivent Financial for Lutherans Experience April 2008 - June 2008
Job
Industry Information Technology and Services
Experience
American International Group September 2014 - Present
Aetna November 2009 - August 2013
Motorola June 2008 - August 2009
Thrivent Financial for Lutherans April 2008 - June 2008
Aetna March 2007 - March 2008
Liberty Mutual Insurance September 2006 - February 2007
Freddie Mac January 2006 - August 2006
CP Ships May 2005 - December 2005
Skills
Ethical Hacking, Digital Forensics, Network Security, Information Security, Regulatory Compliance, SAP Security..., SAP GRC Access Control, Penetration Testing, Vulnerability Assessment, IT Security Tools..., IBM Rational Tools, Configuration Management, IBM Rational AppScan, IBM Jazz Tools, Change Management, Maintaining Strong..., Release Management, IT Governance and..., IT Compliance, Risk Management, HIPPA, ISO 27001, COBIT, ITIL Process, Linux, Windows Administration, Problem Solving, Strategic Planning, Scheduling, Leadership, Reporting, Software Development, IBM Rational, Agile Methodologies, ClearQuest
Education
Cleveland State University 2002 — 2004
Master's Degree, Electrical and Computer Engineering
V.R.S College of Engingeering and Technology 1997 — 2001
Bachelor's Degree, Electronics and Communications Engineering
American International Group September 2014 - Present
Aetna November 2009 - August 2013
Motorola June 2008 - August 2009
Thrivent Financial for Lutherans April 2008 - June 2008
Aetna March 2007 - March 2008
Liberty Mutual Insurance September 2006 - February 2007
Freddie Mac January 2006 - August 2006
CP Ships May 2005 - December 2005
Skills
Ethical Hacking, Digital Forensics, Network Security, Information Security, Regulatory Compliance, SAP Security..., SAP GRC Access Control, Penetration Testing, Vulnerability Assessment, IT Security Tools..., IBM Rational Tools, Configuration Management, IBM Rational AppScan, IBM Jazz Tools, Change Management, Maintaining Strong..., Release Management, IT Governance and..., IT Compliance, Risk Management, HIPPA, ISO 27001, COBIT, ITIL Process, Linux, Windows Administration, Problem Solving, Strategic Planning, Scheduling, Leadership, Reporting, Software Development, IBM Rational, Agile Methodologies, ClearQuest
Education
Cleveland State University 2002 — 2004
Master's Degree, Electrical and Computer Engineering
V.R.S College of Engingeering and Technology 1997 — 2001
Bachelor's Degree, Electronics and Communications Engineering
David Crescenzo's Thrivent Financial for Lutherans Experience June 2013 - August 2013
Job Dow Chemical Accounts Receivable Coordinator at Bridge Terminal Transport
Industry Transportation/Trucking/Railroad
Experience
XPO Logistics, Inc. December 2014 - Present
Courtyard by Marriott May 2014 - December 2014
Morgan Ridge Vineyards June 2013 - December 2014
The Corner Coffeehouse of Catawba College September 2010 - May 2014
Sustaiability Audit for Maia's Fashions January 2014 - February 2014
Thrivent Financial for Lutherans June 2013 - August 2013
Catawba College IT Department July 2012 - August 2012
Mitre Agency July 2011 - August 2011
Nussbaum Center for Entrepreneurship January 2010 - January 2010
Law Offices of John Barrow January 2010 - January 2010
Skills
Public Speaking, Presentations, Windows, Mac, Microsoft Office, Microsoft Excel, ArcGIS, Photoshop, The List Online, Salesforce.com, Blogger, Prezi, Windows Movie Maker, Entrepreneurship, Business Development
Education
Catawba College 2010 — 2014
Bachelor of Science (BS), Sustainability Studies and Community Development
XPO Logistics, Inc. December 2014 - Present
Courtyard by Marriott May 2014 - December 2014
Morgan Ridge Vineyards June 2013 - December 2014
The Corner Coffeehouse of Catawba College September 2010 - May 2014
Sustaiability Audit for Maia's Fashions January 2014 - February 2014
Thrivent Financial for Lutherans June 2013 - August 2013
Catawba College IT Department July 2012 - August 2012
Mitre Agency July 2011 - August 2011
Nussbaum Center for Entrepreneurship January 2010 - January 2010
Law Offices of John Barrow January 2010 - January 2010
Skills
Public Speaking, Presentations, Windows, Mac, Microsoft Office, Microsoft Excel, ArcGIS, Photoshop, The List Online, Salesforce.com, Blogger, Prezi, Windows Movie Maker, Entrepreneurship, Business Development
Education
Catawba College 2010 — 2014
Bachelor of Science (BS), Sustainability Studies and Community Development
Harmon Bergenheier Harmon Bergenheier's Thrivent Financial for Lutherans Experience April 2007 - Present
Job Sr. Investment Operations Analyst
Industry Investment Management
Experience
Thrivent Financial for Lutherans April 2007 - Present
Verve Realty October 2010 - Present
Dressel Meadows Realty April 2009 - October 2010
IBR Realty April 2008 - October 2008
Thrivent Financial for Lutherans April 2006 - April 2007
Thrivent Financial for Lutherans December 2003 - April 2006
Lutheran Brotherhood September 2000 - December 2003
Tulare Public Schools, Tulare, SD August 1998 - August 2000
Skills
Real Estate, Investments, Customer Service, Excel, Access, Word, Bloomberg, Outlook, Coaching, Microsoft Excel, Financial Analysis, Portfolio Management, Insurance, Banking, Microsoft Word, Asset Management, Leadership
Education
Concordia College 1994 — 1998
B.A., Elementary Education
Fairview
Thrivent Financial for Lutherans April 2007 - Present
Verve Realty October 2010 - Present
Dressel Meadows Realty April 2009 - October 2010
IBR Realty April 2008 - October 2008
Thrivent Financial for Lutherans April 2006 - April 2007
Thrivent Financial for Lutherans December 2003 - April 2006
Lutheran Brotherhood September 2000 - December 2003
Tulare Public Schools, Tulare, SD August 1998 - August 2000
Skills
Real Estate, Investments, Customer Service, Excel, Access, Word, Bloomberg, Outlook, Coaching, Microsoft Excel, Financial Analysis, Portfolio Management, Insurance, Banking, Microsoft Word, Asset Management, Leadership
Education
Concordia College 1994 — 1998
B.A., Elementary Education
Fairview
Erika Brekke Zabler's Thrivent Financial for Lutherans Experience August 2010 - Present
Job Sr Field Supervision Specialist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans August 2010 - Present
Thrivent Financial for Lutherans April 2008 - July 2010
Thrivent Financial for Lutherans September 2006 - April 2008
The American Swedish Institute July 2001 - October 2005
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 53, FINRA Series 66
Education
Concordia College
BA, Organizational Communication & Scandinavian Studies, Magna Cum Laude
University in Oslo
Norwegian Language and Literature
Thrivent Financial for Lutherans August 2010 - Present
Thrivent Financial for Lutherans April 2008 - July 2010
Thrivent Financial for Lutherans September 2006 - April 2008
The American Swedish Institute July 2001 - October 2005
Skills
FINRA Series 24, FINRA Series 7, FINRA Series 53, FINRA Series 66
Education
Concordia College
BA, Organizational Communication & Scandinavian Studies, Magna Cum Laude
University in Oslo
Norwegian Language and Literature
Kathleen Fjelstul Kathleen Fjelstul's Thrivent Financial for Lutherans Experience January 1991 - December 2004
Job Instructional Designer
Industry E-Learning
Experience
Capella Education Company October 2006 - Present
Independent Contractor January 2005 - June 2007
Thrivent Financial for Lutherans January 1991 - December 2004
Skills
Distance Learning, E-Learning, Blended Learning, Adult Education, ADDIE, Instructional Design, Project Management, Inside-Out Coaching, Change Management
Education
Concordia College 1977 — 1981
Bachelor's degree, EnglishLiterature and Organizational Communications
Wartburg Theological Seminary 1981 — 1985
Master of Divinity (M.Div.), Theological and Ministerial Studies
Capella Education Company October 2006 - Present
Independent Contractor January 2005 - June 2007
Thrivent Financial for Lutherans January 1991 - December 2004
Skills
Distance Learning, E-Learning, Blended Learning, Adult Education, ADDIE, Instructional Design, Project Management, Inside-Out Coaching, Change Management
Education
Concordia College 1977 — 1981
Bachelor's degree, EnglishLiterature and Organizational Communications
Wartburg Theological Seminary 1981 — 1985
Master of Divinity (M.Div.), Theological and Ministerial Studies
Andrew Skowanderson's Thrivent Financial for Lutherans Experience July 2013 - January 2014
Job Advanced Customer Care Professional at Thrivent Financial
Industry Insurance
Experience
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans July 2013 - January 2014
Thrivent Financial for Lutherans January 2013 - July 2013
Target October 2012 - January 2013
Evanjelicka Zakladna Skola August 2011 - July 2012
Mount Carmel Ministries June 2011 - August 2011
Northwestern Mutual January 2011 - April 2011
Skills
Solid computer skills, Life, Accident, and..., Customer Service, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Cashiering, Critical Thinking, Outlook, Leadership, Highly personable, Team-oriented, Organization, Prioritisation, Motivation, Innovation, Creative, Research, Teaching, Social Networking, Teamwork, Insurance
Education
Concordia College 2007 — 2011
Bachelor of Arts (B.A.), Business Management
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans July 2013 - January 2014
Thrivent Financial for Lutherans January 2013 - July 2013
Target October 2012 - January 2013
Evanjelicka Zakladna Skola August 2011 - July 2012
Mount Carmel Ministries June 2011 - August 2011
Northwestern Mutual January 2011 - April 2011
Skills
Solid computer skills, Life, Accident, and..., Customer Service, PowerPoint, Time Management, Microsoft Office, Microsoft Word, Microsoft Excel, Cashiering, Critical Thinking, Outlook, Leadership, Highly personable, Team-oriented, Organization, Prioritisation, Motivation, Innovation, Creative, Research, Teaching, Social Networking, Teamwork, Insurance
Education
Concordia College 2007 — 2011
Bachelor of Arts (B.A.), Business Management
Rick Ramczyk Rick Ramczyk's Thrivent Financial for Lutherans Experience January 2005 - Present
Job Manager Mutual Fund Accounting at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2005 - Present
US Bancorp January 2001 - January 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Account Reconciliation, Valuation, Asset Allocation
Education
Concordia University-Wisconsin 2003 — 2004
Master of Business Administration (MBA), Finance, General
Carthage College 1995 — 1999
Bachelor of Arts (BA), Business Administration and Management, General
Thrivent Financial for Lutherans January 2005 - Present
US Bancorp January 2001 - January 2005
Skills
Financial Analysis, Financial Modeling, Financial Services, Asset Management, Equities, Fixed Income, Portfolio Management, Account Reconciliation, Valuation, Asset Allocation
Education
Concordia University-Wisconsin 2003 — 2004
Master of Business Administration (MBA), Finance, General
Carthage College 1995 — 1999
Bachelor of Arts (BA), Business Administration and Management, General
Kim Crane's Thrivent Financial for Lutherans Experience January 2008 - November 2009
Job Hospice Resource for Physicians, Patients, and Facilities
Industry Hospital & Health Care
Experience
Grace Hospice June 2014 - Present
Mutual of Omaha July 2012 - June 2014
Mutual of Omaha May 2011 - July 2012
Thrivent Financial for Lutherans January 2008 - November 2009
Thrivent Financial for Lutherans January 2008 - January 2009
Thrivent Financial for Lutherans December 2005 - March 2008
Thrivent Financial for Lutherans January 2003 - December 2003
General Binding Corporation May 1991 - June 1996
Education
Central Michigan University 1986 — 1991
Bachelor of Business Administration
St. Joseph High School 1982 — 1986
Grace Hospice June 2014 - Present
Mutual of Omaha July 2012 - June 2014
Mutual of Omaha May 2011 - July 2012
Thrivent Financial for Lutherans January 2008 - November 2009
Thrivent Financial for Lutherans January 2008 - January 2009
Thrivent Financial for Lutherans December 2005 - March 2008
Thrivent Financial for Lutherans January 2003 - December 2003
General Binding Corporation May 1991 - June 1996
Education
Central Michigan University 1986 — 1991
Bachelor of Business Administration
St. Joseph High School 1982 — 1986
Joe Roline Joe Roline's Thrivent Financial for Lutherans Experience August 2011 - December 2012
Job Loan Officer at First International Bank and Trust
Industry Banking
Experience
First International Bank and Trust August 2013 - Present
First International Bank and Trust June 2012 - July 2013
Thrivent Financial for Lutherans August 2011 - December 2012
First International Bank and Trust December 2008 - June 2012
Mid Central Federal Savings Bank May 2010 - August 2010
Skills
Leadership, Leadership Development, Banking, Financial Analysis, Microsoft Excel, Credit, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Marketing, Social Media, Time Management, Coaching, Small Business Lending, Commercial Lending, Risk Management
Education
Concordia College 2009 — 2012
Bachelor's degree, Finance
First International Bank and Trust August 2013 - Present
First International Bank and Trust June 2012 - July 2013
Thrivent Financial for Lutherans August 2011 - December 2012
First International Bank and Trust December 2008 - June 2012
Mid Central Federal Savings Bank May 2010 - August 2010
Skills
Leadership, Leadership Development, Banking, Financial Analysis, Microsoft Excel, Credit, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Research, Marketing, Social Media, Time Management, Coaching, Small Business Lending, Commercial Lending, Risk Management
Education
Concordia College 2009 — 2012
Bachelor's degree, Finance
Kaj Moenck's Thrivent Financial for Lutherans Experience 2011 - October 2013
Job Merrill Bridge Technical Sales Engineer at Merrill Corporation
Industry Information Technology and Services
Experience
Merrill Corporation October 2014 - Present
Agosto October 2013 - August 2014
Thrivent Financial for Lutherans 2011 - October 2013
Thrivent Financial for Lutherans 2004 - 2011
Thrivent Financial for Lutherans 1992 - 2004
Thrivent Financial for Lutherans 1987 - 1992
Skills
Process Improvement, Business Analysis, Enterprise Architecture, Visio, Requirements Analysis, ITIL, Project Management, Change Management, Business Intelligence, Program Management, Telecommunications, Management, Strategy, Enterprise Software, Data Center, Integration, IT Service Management, Leadership
Education
Concordia College 1983 — 1987
BA, Computer Science, Mathematics
Merrill Corporation October 2014 - Present
Agosto October 2013 - August 2014
Thrivent Financial for Lutherans 2011 - October 2013
Thrivent Financial for Lutherans 2004 - 2011
Thrivent Financial for Lutherans 1992 - 2004
Thrivent Financial for Lutherans 1987 - 1992
Skills
Process Improvement, Business Analysis, Enterprise Architecture, Visio, Requirements Analysis, ITIL, Project Management, Change Management, Business Intelligence, Program Management, Telecommunications, Management, Strategy, Enterprise Software, Data Center, Integration, IT Service Management, Leadership
Education
Concordia College 1983 — 1987
BA, Computer Science, Mathematics
Fuechee Lor's Thrivent Financial for Lutherans Experience September 2012 - October 2012
Job Systems Support Specialist at CSM Corp
Industry Information Technology and Services
Experience
CSM Corporation January 2015 - Present
C.H Robinson October 2014 - December 2014
Army National Guard November 2008 - November 2014
Donaldson 2013 - 2014
Northern Tier Energy April 2013 - August 2013
Best Buy November 2012 - April 2013
Thrivent Financial for Lutherans September 2012 - October 2012
Skills
Computer Hardware, Software Installation, Internet Explorer, Microsoft Office, System Center..., Windows 7 Migration, Computer Repair, Military Training, Military Logistics, Team Leadership, Tech Savy, Android, Dameware, Troubleshooting, Technical Support
Education
Century College 2010 — 2013
CSM Corporation January 2015 - Present
C.H Robinson October 2014 - December 2014
Army National Guard November 2008 - November 2014
Donaldson 2013 - 2014
Northern Tier Energy April 2013 - August 2013
Best Buy November 2012 - April 2013
Thrivent Financial for Lutherans September 2012 - October 2012
Skills
Computer Hardware, Software Installation, Internet Explorer, Microsoft Office, System Center..., Windows 7 Migration, Computer Repair, Military Training, Military Logistics, Team Leadership, Tech Savy, Android, Dameware, Troubleshooting, Technical Support
Education
Century College 2010 — 2013
Cody Lipke's Thrivent Financial for Lutherans Experience May 2013 - June 2014
Job Law Student at IIT ChicagoKent
Industry Law Practice
Experience
Reserve Advisors, Inc. July 2014 - July 2015
Thrivent Financial for Lutherans May 2013 - June 2014
Discoveries International August 2013 - May 2014
St. Norbert College August 2011 - May 2014
Verizon Wireless May 2012 - September 2012
Skills
Teamwork, Business Process..., Public Speaking, Long Range Planning, Sales, Adobe Creative Suite, Financial Reporting, Customer Service, Time Management, Spanish, Nonprofits, Social Networking, PowerPoint, Research, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2015 — 2018
Juris Doctor (J.D.), 1L
St. Norbert College 2010 — 2014
Bachelor's Degree, International Business and Language Area Studies
University of Virginia 2012 — 2012
Hispanic Studies Program
Reserve Advisors, Inc. July 2014 - July 2015
Thrivent Financial for Lutherans May 2013 - June 2014
Discoveries International August 2013 - May 2014
St. Norbert College August 2011 - May 2014
Verizon Wireless May 2012 - September 2012
Skills
Teamwork, Business Process..., Public Speaking, Long Range Planning, Sales, Adobe Creative Suite, Financial Reporting, Customer Service, Time Management, Spanish, Nonprofits, Social Networking, PowerPoint, Research, Leadership
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2015 — 2018
Juris Doctor (J.D.), 1L
St. Norbert College 2010 — 2014
Bachelor's Degree, International Business and Language Area Studies
University of Virginia 2012 — 2012
Hispanic Studies Program
Kurt Rogerson's Thrivent Financial for Lutherans Experience 2004 - 2012
Job
Industry Financial Services
Experience
Thrivent Financial for Lutherans 2004 - 2012
CellularONE (Western Wireless) 1998 - 2003
San Angelo, Texas 1993 - 1997
Bangor, Maine 1991 - 1992
Mid-Hudson Civic Center 1987 - 1991
Skills
Event Planning, Public Speaking, Fundraising, Microsoft Office, Event Management, Public Relations, Social Media, Advertising, Social Media Marketing, Marketing, Budgets, Facilities Management, Entrepreneurship, Negotiation, Marketing Strategy, Insurance, Account Management, Sales, Nonprofits, Time Management, Press Releases, Investments, Leadership, Editing, Finance, Strategic Planning, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Series 7, Retirement Planning, Small Business, IRAs, Asset Allocation, Fixed Annuities, Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, Estate Planning, Long-term Care, Asset Management, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Banking, Risk Management
Education
Columbia University in the City of New York
BA, Economics
Thrivent Financial for Lutherans 2004 - 2012
CellularONE (Western Wireless) 1998 - 2003
San Angelo, Texas 1993 - 1997
Bangor, Maine 1991 - 1992
Mid-Hudson Civic Center 1987 - 1991
Skills
Event Planning, Public Speaking, Fundraising, Microsoft Office, Event Management, Public Relations, Social Media, Advertising, Social Media Marketing, Marketing, Budgets, Facilities Management, Entrepreneurship, Negotiation, Marketing Strategy, Insurance, Account Management, Sales, Nonprofits, Time Management, Press Releases, Investments, Leadership, Editing, Finance, Strategic Planning, Management, Financial Analysis, Portfolio Management, Strategic Financial..., Series 7, Retirement Planning, Small Business, IRAs, Asset Allocation, Fixed Annuities, Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, Estate Planning, Long-term Care, Asset Management, Life Insurance, Disability Insurance, Retirement, Term Life Insurance, Banking, Risk Management
Education
Columbia University in the City of New York
BA, Economics
ben banasik ben banasik's Thrivent Financial for Lutherans Experience October 1993 - January 2007
Job Financial Representative at Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America June 2008 - Present
Thrivent Financial for Lutherans October 1993 - January 2007
Skills
Retirement Planning
Education
Central Michigan University 1975 — 1980
bachelor of applied arts, Broadcast Journalism
Watervliet High School 1971 — 1975
Modern Woodmen of America June 2008 - Present
Thrivent Financial for Lutherans October 1993 - January 2007
Skills
Retirement Planning
Education
Central Michigan University 1975 — 1980
bachelor of applied arts, Broadcast Journalism
Watervliet High School 1971 — 1975
Mary Beth Leib Mary Beth Leib's Thrivent Financial for Lutherans Experience June 1986 - July 2004
Job Senior Vice President, Chief Strategy Officer at Red Dot Square Solutions
Industry Computer Software
Experience
Red Dot Square Solutions January 2007 - Present
Equitable Reserve Association June 2006 - October 2012
Christian Family Radio January 1998 - December 2008
Kimberly-Clark September 2004 - December 2006
Thrivent Financial for Lutherans June 1986 - July 2004
Skills
Strategic Planning, Corporate Governance, Policy Development and..., Change Management, Issue Management, Coalition Building, Conflict Resolution, Government Relations, Public Speaking, Corporate Writing, Coalitions, Marketing, Business Strategy, Leadership Development, Management, Leadership, Strategy
Education
Carthage College 1976 — 1980
Bacehlor of Arts, History
Red Dot Square Solutions January 2007 - Present
Equitable Reserve Association June 2006 - October 2012
Christian Family Radio January 1998 - December 2008
Kimberly-Clark September 2004 - December 2006
Thrivent Financial for Lutherans June 1986 - July 2004
Skills
Strategic Planning, Corporate Governance, Policy Development and..., Change Management, Issue Management, Coalition Building, Conflict Resolution, Government Relations, Public Speaking, Corporate Writing, Coalitions, Marketing, Business Strategy, Leadership Development, Management, Leadership, Strategy
Education
Carthage College 1976 — 1980
Bacehlor of Arts, History
Keena Allison, CFP® Keena Allison, CFP®'s Thrivent Financial for Lutherans Experience 1989 - 2011
Job Advanced SET Administrator at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2012 - Present
Thrivent Financial for Lutherans 1989 - 2011
Sumnicht & Associates LLC October 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Certified Financial..., Personal Financial..., Notary Public, SEC filings, prospectus, Variable Annuities, Fixed Annuities, Mutual Funds, Life Insurance, Legal Research, Lexis, Westlaw, Accounting, Fund Accounting, Legal Compliance, Securities License, Series 65, Securities Exchange Act..., Securities Act of 1933, Securities Regulation, Insurance Law, Insurance Regulatory, Personal Trust..., Legal Writing, Technical Writing, Spanish
Education
College for Financial Planning
CFP®, Financial Planning and Services
Roosevelt University
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law, Honors
University of Wisconsin-Madison
Bachelor of Arts (BA), Political Science and Government
Northwestern Mutual 2012 - Present
Thrivent Financial for Lutherans 1989 - 2011
Sumnicht & Associates LLC October 2004 - August 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, 10 Key, Certified Financial..., Personal Financial..., Notary Public, SEC filings, prospectus, Variable Annuities, Fixed Annuities, Mutual Funds, Life Insurance, Legal Research, Lexis, Westlaw, Accounting, Fund Accounting, Legal Compliance, Securities License, Series 65, Securities Exchange Act..., Securities Act of 1933, Securities Regulation, Insurance Law, Insurance Regulatory, Personal Trust..., Legal Writing, Technical Writing, Spanish
Education
College for Financial Planning
CFP®, Financial Planning and Services
Roosevelt University
Paralegal Certificate, Banking, Corporate, Finance, and Securities Law, Honors
University of Wisconsin-Madison
Bachelor of Arts (BA), Political Science and Government
Jennifer Tomasino Jennifer Tomasino's Thrivent Financial for Lutherans Experience October 2007 - November 2009
Job Owner/Editor Kid's Play: TriCity Family Magazine
Industry Broadcast Media
Experience
Kid's Play; Tri-City Family Magazine January 2010 - Present
Thrivent Financial for Lutherans October 2007 - November 2009
CWU Center For Excellence in Leadership September 2005 - June 2007
Central Europe Study Abroad Trip June 2006 - July 2006
Head Over Heels Bridal August 2003 - June 2005
Skills
Social Media, Event Management, Social Media Marketing, Public Relations, Advertising, Market Research, Sales, Strategic Planning
Education
Central Washington University 2005 — 2007
Bachelor's degree, Business Administration/ Marketing Management
Columbia Basin College 2003 — 2005
Associate of Arts (A.A.), Business Administration
Kid's Play; Tri-City Family Magazine January 2010 - Present
Thrivent Financial for Lutherans October 2007 - November 2009
CWU Center For Excellence in Leadership September 2005 - June 2007
Central Europe Study Abroad Trip June 2006 - July 2006
Head Over Heels Bridal August 2003 - June 2005
Skills
Social Media, Event Management, Social Media Marketing, Public Relations, Advertising, Market Research, Sales, Strategic Planning
Education
Central Washington University 2005 — 2007
Bachelor's degree, Business Administration/ Marketing Management
Columbia Basin College 2003 — 2005
Associate of Arts (A.A.), Business Administration
Eric Weimer Eric Weimer's Thrivent Financial for Lutherans Experience February 2012 - June 2014
Job Insurance Sales Representative at Bankers Life and Casualty Company
Industry Financial Services
Experience
Bankers Life and Casualty Company June 2014 - Present
Thrivent Financial for Lutherans February 2012 - June 2014
Point Professionals LLC February 2008 - December 2012
The College Network December 2008 - January 2012
The College Network February 2005 - December 2008
Cuyahoga Community College September 1999 - November 2004
Cuyahoga Community College February 1999 - September 1999
Cuyahoga Community College January 1995 - February 1999
Cuyahoga Community College November 1991 - January 1995
Cuyahoga Community College January 1991 - November 1991
Skills
Staff Development, Fundraising, E-Learning, Coaching, Leadership, Grant Writing, Program Development, Higher Education, Management, Program Management, Editing, Leadership Development, Adult Education, Distance Learning, Training, Grants, Instructional Design, Public Speaking, Organizational..., Workshop Facilitation, Employee Training, Community Outreach, Conflict Resolution, Career Development
Education
Cleveland State University 1995 — 2012
Ph.D. (ABD), Urban Education
Cornell University 2009 — 2009
Certificate, Financial Management
Cleveland State University 1992 — 1994
M.Ed., Educational Research
Kent State University 1984 — 1988
B.A., Psychology & Anthropology
Lutheran HS West
Bankers Life and Casualty Company June 2014 - Present
Thrivent Financial for Lutherans February 2012 - June 2014
Point Professionals LLC February 2008 - December 2012
The College Network December 2008 - January 2012
The College Network February 2005 - December 2008
Cuyahoga Community College September 1999 - November 2004
Cuyahoga Community College February 1999 - September 1999
Cuyahoga Community College January 1995 - February 1999
Cuyahoga Community College November 1991 - January 1995
Cuyahoga Community College January 1991 - November 1991
Skills
Staff Development, Fundraising, E-Learning, Coaching, Leadership, Grant Writing, Program Development, Higher Education, Management, Program Management, Editing, Leadership Development, Adult Education, Distance Learning, Training, Grants, Instructional Design, Public Speaking, Organizational..., Workshop Facilitation, Employee Training, Community Outreach, Conflict Resolution, Career Development
Education
Cleveland State University 1995 — 2012
Ph.D. (ABD), Urban Education
Cornell University 2009 — 2009
Certificate, Financial Management
Cleveland State University 1992 — 1994
M.Ed., Educational Research
Kent State University 1984 — 1988
B.A., Psychology & Anthropology
Lutheran HS West
CHRIS KUEFFLER CHRIS KUEFFLER's Thrivent Financial for Lutherans Experience October 2010 - September 2011
Job Executive Director / Project Consulting ► Improving Healthcare Business Performance Through New Business Development
Industry Hospital & Health Care
Experience
Life Care Services July 2014 - November 2014
Highland Chateau Care Center - Health Dimensions Group October 2013 - July 2014
The Lorenz Clinic 2013 - 2013
Thrivent Financial for Lutherans October 2010 - September 2011
St. John's Lutheran Ministries March 2007 - October 2010
St. John's Lutheran Ministries May 2005 - March 2007
Skills
Healthcare, Healthcare Consulting, Healthcare Management, Nonprofits, Home Care, Project Management, Team Leadership, Customer Service, Change Management, Quality Improvement, Healthcare Information..., Nursing Homes, Assisted Living, CCRC, Grant Administration, Event Planning, HUD, Rural Development, Non-profit Board..., Interdisciplinary..., Fundraising
Education
University of St. Thomas 2012 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
Concordia College 2001 — 2005
BA, Health Care Administration, Long Term Care Administration
Life Care Services July 2014 - November 2014
Highland Chateau Care Center - Health Dimensions Group October 2013 - July 2014
The Lorenz Clinic 2013 - 2013
Thrivent Financial for Lutherans October 2010 - September 2011
St. John's Lutheran Ministries March 2007 - October 2010
St. John's Lutheran Ministries May 2005 - March 2007
Skills
Healthcare, Healthcare Consulting, Healthcare Management, Nonprofits, Home Care, Project Management, Team Leadership, Customer Service, Change Management, Quality Improvement, Healthcare Information..., Nursing Homes, Assisted Living, CCRC, Grant Administration, Event Planning, HUD, Rural Development, Non-profit Board..., Interdisciplinary..., Fundraising
Education
University of St. Thomas 2012 — 2015
Master of Business Administration (MBA), Health/Health Care Administration/Management
Concordia College 2001 — 2005
BA, Health Care Administration, Long Term Care Administration
Carl Boydstun Carl Boydstun's Thrivent Financial for Lutherans Experience May 2007 - December 2010
Job Owner/CPA at Carl Boydstun CPA
Industry Accounting
Experience
Carl Boydstun CPA September 2003 - Present
Thrivent Financial for Lutherans May 2007 - December 2010
Rocky Mountain Family Council 2004 - 2009
Colorado Army National Guard June 1976 - August 1999
Skills
Small Business, Profit & Tax..., Tax, Cash Flow, Tax Returns, Quickbooks, Accounting, Income Tax, Bookkeeping, Cash Management, Payroll Processing, Debt, QuickBooks, General Ledger, Financial Reporting, Finance, Accounts Payable, Payroll, Strategic Planning, Customer Service, Public Speaking
Education
Colorado Mesa University 1981 — 1983
BAS, Accounting
Troy University Dothan 1980 — 1981
Bachelor of Applied Science, Management
Carl Boydstun CPA September 2003 - Present
Thrivent Financial for Lutherans May 2007 - December 2010
Rocky Mountain Family Council 2004 - 2009
Colorado Army National Guard June 1976 - August 1999
Skills
Small Business, Profit & Tax..., Tax, Cash Flow, Tax Returns, Quickbooks, Accounting, Income Tax, Bookkeeping, Cash Management, Payroll Processing, Debt, QuickBooks, General Ledger, Financial Reporting, Finance, Accounts Payable, Payroll, Strategic Planning, Customer Service, Public Speaking
Education
Colorado Mesa University 1981 — 1983
BAS, Accounting
Troy University Dothan 1980 — 1981
Bachelor of Applied Science, Management
Jake Laabs Jake Laabs's Thrivent Financial for Lutherans Experience August 2011 - Present
Job Consulting Business Architect at Thrivent Financial for Lutherans
Industry Marketing and Advertising
Experience
Thrivent Financial for Lutherans August 2011 - Present
Lifetrack Resources 2011 - Present
Thrivent Financial for Lutherans June 2008 - September 2011
Thrivent Financial for Lutherans May 2007 - June 2008
Expressway Inn & Suites 2005 - 2006
Fair Hills Resort 2000 - 2004
Skills
Strategic Planning, Business Strategy, Capability Planning, Consulting, Team Facilitation, Hiring Personnel, Framework Design, Business Planning, Business Unit Start-up, Preparation of Business..., Business Architecture, Marketing Strategy, Financial Services, Cross-functional Team..., Business Process..., Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Marketing
Concordia College 1999 — 2003
BA, Studio Art, Business and Math
Thrivent Financial for Lutherans August 2011 - Present
Lifetrack Resources 2011 - Present
Thrivent Financial for Lutherans June 2008 - September 2011
Thrivent Financial for Lutherans May 2007 - June 2008
Expressway Inn & Suites 2005 - 2006
Fair Hills Resort 2000 - 2004
Skills
Strategic Planning, Business Strategy, Capability Planning, Consulting, Team Facilitation, Hiring Personnel, Framework Design, Business Planning, Business Unit Start-up, Preparation of Business..., Business Architecture, Marketing Strategy, Financial Services, Cross-functional Team..., Business Process..., Strategy
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Marketing
Concordia College 1999 — 2003
BA, Studio Art, Business and Math
Valerie Border Valerie Border's Thrivent Financial for Lutherans Experience January 2012 - December 2012
Job Retired Army
Industry Government Administration
Experience
Hardin County Republican Women's Club 2012 - Present
Thrivent Financial for Lutherans January 2012 - December 2012
Thrivent Financial for Lutherans January 2010 - August 2011
US Army December 2007 - August 2009
ARMY May 1981 - August 2009
US Army Cadet Command December 2005 - December 2007
Skills
Policy, Non-profits, Leadership Development
Education
US Army War College 2004 — 2005
Master's Degree, Military and Strategic Leadership
Webster University 1994 — 1998
Masters of Arts, Human Resource Managment
Clarion University of Pennsylvania 1978 — 1982
GSHS 1976 — 1978
High School, College Prep
Hardin County Republican Women's Club 2012 - Present
Thrivent Financial for Lutherans January 2012 - December 2012
Thrivent Financial for Lutherans January 2010 - August 2011
US Army December 2007 - August 2009
ARMY May 1981 - August 2009
US Army Cadet Command December 2005 - December 2007
Skills
Policy, Non-profits, Leadership Development
Education
US Army War College 2004 — 2005
Master's Degree, Military and Strategic Leadership
Webster University 1994 — 1998
Masters of Arts, Human Resource Managment
Clarion University of Pennsylvania 1978 — 1982
GSHS 1976 — 1978
High School, College Prep
Carol Diethelm Carol Diethelm's Thrivent Financial for Lutherans Experience November 1981 - May 2004
Job Office manager at WSP Environment & Energy
Industry Writing and Editing
Experience
WSP Environment & Energy January 2009 - Present
(independent contractor) March 2009 - Present
Marystown Church and St. Mark's Church (Ss. Joachim and Anne Parish) January 1994 - Present
Thrivent Financial for Lutherans November 1981 - May 2004
Education
Saint John's University 1998 — 2018
Liturgical music
College of Saint Benedict 1977 — 1981
BA, Spanish major, music credits
WSP Environment & Energy January 2009 - Present
(independent contractor) March 2009 - Present
Marystown Church and St. Mark's Church (Ss. Joachim and Anne Parish) January 1994 - Present
Thrivent Financial for Lutherans November 1981 - May 2004
Education
Saint John's University 1998 — 2018
Liturgical music
College of Saint Benedict 1977 — 1981
BA, Spanish major, music credits
Jill Aleshire's Thrivent Financial for Lutherans Experience January 2013 - January 2014
Job Vice President, HR Shared Services at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans January 2013 - January 2014
Thrivent Financial for Lutherans February 2012 - January 2013
Thrivent Financial Bank June 2010 - February 2012
Thrivent Financial Bank October 2006 - June 2010
US Federal Credit Union November 2003 - October 2006
FirstBank of Littleton January 1993 - January 2003
Skills
Customer Relations, Strategic Planning, Banking, Call Center, Consultative Selling, Sales Management, Team Building, Coaching, Change Management, Compliance, Customer Service, Credit, Insurance, Leadership, Selling, Management, CRM, Business Development, Budgets, New Business Development, Business Strategy, Program Management, Sales, Organizational..., Finance, Training, Financial Services, Loans, Call Centers, Retail Banking
Education
Colorado State University
Masters Degree, Organizational Development
Concordia College
BA, Business Administration
Graduate School of Banking
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans January 2013 - January 2014
Thrivent Financial for Lutherans February 2012 - January 2013
Thrivent Financial Bank June 2010 - February 2012
Thrivent Financial Bank October 2006 - June 2010
US Federal Credit Union November 2003 - October 2006
FirstBank of Littleton January 1993 - January 2003
Skills
Customer Relations, Strategic Planning, Banking, Call Center, Consultative Selling, Sales Management, Team Building, Coaching, Change Management, Compliance, Customer Service, Credit, Insurance, Leadership, Selling, Management, CRM, Business Development, Budgets, New Business Development, Business Strategy, Program Management, Sales, Organizational..., Finance, Training, Financial Services, Loans, Call Centers, Retail Banking
Education
Colorado State University
Masters Degree, Organizational Development
Concordia College
BA, Business Administration
Graduate School of Banking
Wendy Schmidt Wendy Schmidt's Thrivent Financial for Lutherans Experience September 1977 - March 2004
Job ESOP Consultant at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2011 - Present
J.P. Morgan, Private Wealth Management July 2005 - October 2010
Precision Marketing Partners, LLC October 2004 - May 2005
Thrivent Financial for Lutherans September 1977 - March 2004
AAL Capital Management Corporation January 1987 - October 2000
Skills
Customer Service, Event Planning, Problem Solving, Research, Administration, Leadership, Management, Marketing, Organizational..., Program Management, Strategy, System Administration, Training, Team Building, Public Speaking
Education
Marian University 1994 — 1998
BBA, Business Administration
College for Financial Planning
Registered Paraplanner
Department of Workforce Development
Lean Overview
UW - Madison Management Institute
Management
Principal Financial Group August 2011 - Present
J.P. Morgan, Private Wealth Management July 2005 - October 2010
Precision Marketing Partners, LLC October 2004 - May 2005
Thrivent Financial for Lutherans September 1977 - March 2004
AAL Capital Management Corporation January 1987 - October 2000
Skills
Customer Service, Event Planning, Problem Solving, Research, Administration, Leadership, Management, Marketing, Organizational..., Program Management, Strategy, System Administration, Training, Team Building, Public Speaking
Education
Marian University 1994 — 1998
BBA, Business Administration
College for Financial Planning
Registered Paraplanner
Department of Workforce Development
Lean Overview
UW - Madison Management Institute
Management
Keith Hoppe, CFA's Thrivent Financial for Lutherans Experience June 2013 - Present
Job Senior Research Analyst at Thrivent Financial for Lutherans
Industry Investment Management
Experience
Thrivent Financial for Lutherans June 2013 - Present
Columbia Management July 2000 - April 2013
ReliaStar Investment Research, Inc. March 1996 - June 2000
Washington Square Capital March 1991 - March 1996
Washington Square Capital May 1989 - March 1991
Northwestern National Life Insurance, Inc May 1988 - May 1989
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Business Analysis
Education
University of Minnesota - Carlson School of Management 1991 — 1995
MBA, Finance
Colorado College 1984 — 1988
BA, Economics
Thrivent Financial for Lutherans June 2013 - Present
Columbia Management July 2000 - April 2013
ReliaStar Investment Research, Inc. March 1996 - June 2000
Washington Square Capital March 1991 - March 1996
Washington Square Capital May 1989 - March 1991
Northwestern National Life Insurance, Inc May 1988 - May 1989
Skills
Fixed Income, Bloomberg, Equities, Asset Management, Alternative Investments, Hedge Funds, Asset Managment, Investments, Business Analysis
Education
University of Minnesota - Carlson School of Management 1991 — 1995
MBA, Finance
Colorado College 1984 — 1988
BA, Economics
Monty Lysne Monty Lysne's Thrivent Financial for Lutherans Experience May 2001 - September 2002
Job 7/8 Confirmation Coordinator at Trinity Lutheran Church
Industry Religious Institutions
Experience
Trinity Lutheran Church - Stillwater, MN August 2015 - Present
St. Peters Lutheran Church September 2012 - August 2015
Faith Inkubators October 2002 - October 2012
Thrivent Financial for Lutherans May 2001 - September 2002
Faith Inkubators February 1997 - May 2001
Trinity Lutheran Church - Stillwater, MN September 1991 - February 1997
Skills
Public Speaking, Non-profits, Social Media, Editing, Volunteer Management, Internal Communications, Event Planning, Leadership Development, Strategic Planning, Marketing Communications, Fundraising, Media Relations, Computer Hardware, Instructor-led Training, Event Management, Program Management, Community Outreach, Nonprofits, Training, Church Events, Discipleship, Leadership, Coaching, Pastoral Care
Education
Concordia College 1986 — 1990
BA, Communications: Mass Media, English Writing, Religion
Concordia College 1986 — 1990
Bachelor's degree, Communication and Media Studies
Trinity Lutheran Church - Stillwater, MN August 2015 - Present
St. Peters Lutheran Church September 2012 - August 2015
Faith Inkubators October 2002 - October 2012
Thrivent Financial for Lutherans May 2001 - September 2002
Faith Inkubators February 1997 - May 2001
Trinity Lutheran Church - Stillwater, MN September 1991 - February 1997
Skills
Public Speaking, Non-profits, Social Media, Editing, Volunteer Management, Internal Communications, Event Planning, Leadership Development, Strategic Planning, Marketing Communications, Fundraising, Media Relations, Computer Hardware, Instructor-led Training, Event Management, Program Management, Community Outreach, Nonprofits, Training, Church Events, Discipleship, Leadership, Coaching, Pastoral Care
Education
Concordia College 1986 — 1990
BA, Communications: Mass Media, English Writing, Religion
Concordia College 1986 — 1990
Bachelor's degree, Communication and Media Studies
David Schairer David Schairer's Thrivent Financial for Lutherans Experience July 2009 - October 2011
Job Managing Partner at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2011 - Present
Thrivent Financial for Lutherans July 2009 - October 2011
Thrivent Financial for Lutherans July 2004 - July 2009
Thrivent Financial for Lutherans January 2003 - July 2004
Thrivent Financial for Lutherans May 1993 - January 2003
Skills
Wealth Management, Leadership, Financial Services, Estate Strategies, FINRA Series 7, Retirement Strategies
Education
College for Financial Planning 1998 — 2001
CFP(R), Certified Financial Planner
Michigan State University 1983 — 1987
Bachelor's Degree, Finance
Thrivent Financial October 2011 - Present
Thrivent Financial for Lutherans July 2009 - October 2011
Thrivent Financial for Lutherans July 2004 - July 2009
Thrivent Financial for Lutherans January 2003 - July 2004
Thrivent Financial for Lutherans May 1993 - January 2003
Skills
Wealth Management, Leadership, Financial Services, Estate Strategies, FINRA Series 7, Retirement Strategies
Education
College for Financial Planning 1998 — 2001
CFP(R), Certified Financial Planner
Michigan State University 1983 — 1987
Bachelor's Degree, Finance
Emily Heimsoth, CFPⓇ Emily Heimsoth, CFPⓇ's Thrivent Financial for Lutherans Experience September 2011 - May 2012
Job Paraplanner at Evangelista & Associates
Industry Financial Services
Experience
Evangelista & Associates October 2014 - Present
Financial Independents, Inc. October 2012 - October 2014
Thrivent Financial for Lutherans September 2011 - May 2012
Northwestern Mutual November 2010 - May 2011
Total Investment Planners, Inc February 2008 - November 2010
Skills
Personal Financial..., Financial Analysis, Proposal Writing, Finance, Long-term Customer..., Salesforce.com, Monte Carlo Simulation, Market Research, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Customer Service, Sales, Cross Selling
Education
Central Michigan University 2007 — 2011
Bachelors of Science in Business Administration, Personal Financial Planning, Marketing
Anglo American University 2010 — 2010
BSBA, International Business, Czech
Evangelista & Associates October 2014 - Present
Financial Independents, Inc. October 2012 - October 2014
Thrivent Financial for Lutherans September 2011 - May 2012
Northwestern Mutual November 2010 - May 2011
Total Investment Planners, Inc February 2008 - November 2010
Skills
Personal Financial..., Financial Analysis, Proposal Writing, Finance, Long-term Customer..., Salesforce.com, Monte Carlo Simulation, Market Research, Microsoft Office, Microsoft Excel, Microsoft Word, Office Administration, Customer Service, Sales, Cross Selling
Education
Central Michigan University 2007 — 2011
Bachelors of Science in Business Administration, Personal Financial Planning, Marketing
Anglo American University 2010 — 2010
BSBA, International Business, Czech
Zach Snell Zach Snell's Thrivent Financial for Lutherans Experience May 2012 - September 2013
Job Sr. Marketing Specialist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial September 2013 - Present
Thrivent Financial for Lutherans May 2012 - September 2013
Thrivent Financial Bank February 2009 - May 2012
Thrivent Financial for Lutherans April 2008 - February 2009
Thrivent Financial for Lutherans December 2005 - April 2008
Skills
Training, Leadership, Coaching, Process Improvement, Customer Service, User Experience, Social Business, Communication, Insurance, Six Sigma, Call Centers, Team Leadership, Project Management, Change Management, Analysis, Strategy, Strategic Planning, Sales, Team Building, Management, Business Analysis, Recruiting, Program Management, Risk Management, Instructional Design, Salesforce.com
Education
Carthage College 2000 — 2005
BA, PE, Sport and Fitness Instruction, Business Administration
Thrivent Financial September 2013 - Present
Thrivent Financial for Lutherans May 2012 - September 2013
Thrivent Financial Bank February 2009 - May 2012
Thrivent Financial for Lutherans April 2008 - February 2009
Thrivent Financial for Lutherans December 2005 - April 2008
Skills
Training, Leadership, Coaching, Process Improvement, Customer Service, User Experience, Social Business, Communication, Insurance, Six Sigma, Call Centers, Team Leadership, Project Management, Change Management, Analysis, Strategy, Strategic Planning, Sales, Team Building, Management, Business Analysis, Recruiting, Program Management, Risk Management, Instructional Design, Salesforce.com
Education
Carthage College 2000 — 2005
BA, PE, Sport and Fitness Instruction, Business Administration
Joanna Olson's Thrivent Financial for Lutherans Experience April 2008 - May 2010
Job Communications Manager at Bicycle Alliance of Minnesota
Industry Marketing and Advertising
Experience
Bicycle Alliance of Minnesota December 2014 - Present
Independent Consulting January 2006 - Present
Stillwater Area Public Schools February 2013 - December 2014
Emergency and Community Health Outreach (ECHO) May 2010 - February 2013
Thrivent Financial for Lutherans April 2008 - May 2010
Integreon Managed Solutions January 2007 - January 2008
Oak Grove Lutheran School May 2006 - December 2006
Concordia College 2005 - 2006
Skills
Newsletters, Press Releases, Advertising, Public Relations, Marketing, Web Content, Graphic Design, Community Outreach, Media Outreach, Social Media, Social Media Marketing, Content Management, Content Writing, PowerPoint, Fundraising, Marketing Management, Earned Media, Social Media Outreach, Distribution, Video Production, Event Management, Marketing Strategy, Facebook, Leadership, Nonprofits, Media Relations, Internal Communications, Proofreading, Strategy
Education
Concordia College 2003 — 2006
BA, Public Relations
Concordia College 2003 — 2006
Bachelor of Arts in Communications/Public Relations
Bicycle Alliance of Minnesota December 2014 - Present
Independent Consulting January 2006 - Present
Stillwater Area Public Schools February 2013 - December 2014
Emergency and Community Health Outreach (ECHO) May 2010 - February 2013
Thrivent Financial for Lutherans April 2008 - May 2010
Integreon Managed Solutions January 2007 - January 2008
Oak Grove Lutheran School May 2006 - December 2006
Concordia College 2005 - 2006
Skills
Newsletters, Press Releases, Advertising, Public Relations, Marketing, Web Content, Graphic Design, Community Outreach, Media Outreach, Social Media, Social Media Marketing, Content Management, Content Writing, PowerPoint, Fundraising, Marketing Management, Earned Media, Social Media Outreach, Distribution, Video Production, Event Management, Marketing Strategy, Facebook, Leadership, Nonprofits, Media Relations, Internal Communications, Proofreading, Strategy
Education
Concordia College 2003 — 2006
BA, Public Relations
Concordia College 2003 — 2006
Bachelor of Arts in Communications/Public Relations
Abby Slichter Abby Slichter's Thrivent Financial for Lutherans Experience August 2012 - May 2013
Job Accounting Assistant at Energy Management Collaborative
Industry Financial Services
Experience
Thrivent Financial for Lutherans August 2012 - May 2013
Skills
Customer Service, Time Management, Leadership, Microsoft Office, Spanish, PowerPoint, Sales, Budgets, Event Planning, Management, Retail, Microsoft Excel, Public Speaking, Spanish-speaking, Tourism, Spanish translation, Analysis, Economic Modeling
Education
Concordia College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Thrivent Financial for Lutherans August 2012 - May 2013
Skills
Customer Service, Time Management, Leadership, Microsoft Office, Spanish, PowerPoint, Sales, Budgets, Event Planning, Management, Retail, Microsoft Excel, Public Speaking, Spanish-speaking, Tourism, Spanish translation, Analysis, Economic Modeling
Education
Concordia College 2010 — 2014
Bachelor of Arts (B.A.), Economics
Brian Fritsche Brian Fritsche's Thrivent Financial for Lutherans Experience March 1996 - April 1997
Job Manager at Auto Zone
Industry Retail
Experience
AutoZone September 2001 - Present
Hill Behan Lumber October 1997 - September 2001
Schwan's Consumer Brands April 1997 - October 1997
Thrivent Financial for Lutherans March 1996 - April 1997
Sportmart December 1984 - March 1996
Skills
Inventory Control, Visual Merchandising, Store Management, Loss Prevention, Inventory Management, Retail, Merchandising, Profit, Store Operations, Retail Sales, Customer Service, Customer Satisfaction, Shrinkage, Planograms
Education
Central Lakes College-Brainerd 1977 — 1979
Natural Resource Technology
New Ulm High School 1973 — 1977
AutoZone September 2001 - Present
Hill Behan Lumber October 1997 - September 2001
Schwan's Consumer Brands April 1997 - October 1997
Thrivent Financial for Lutherans March 1996 - April 1997
Sportmart December 1984 - March 1996
Skills
Inventory Control, Visual Merchandising, Store Management, Loss Prevention, Inventory Management, Retail, Merchandising, Profit, Store Operations, Retail Sales, Customer Service, Customer Satisfaction, Shrinkage, Planograms
Education
Central Lakes College-Brainerd 1977 — 1979
Natural Resource Technology
New Ulm High School 1973 — 1977
Mary Kate Sershen Mary Kate Sershen's Thrivent Financial for Lutherans Experience June 2012 - June 2013
Job Pastry student seeking opportunities to learn and improve my skills
Industry Food Production
Experience
Le Cordon Bleu College of Culinary Arts July 2013 - Present
Thrivent Financial for Lutherans June 2012 - June 2013
Thrivent Financial for Lutherans August 2011 - May 2012
Concordia College Moorhead September 2009 - May 2012
Oh My Cupcakes! May 2010 - August 2011
Skills
Leadership, Outlook, Customer Service, Human Resources, Leadership Development, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Interpersonal..., Time Management
Education
Le Cordon Bleu College of Culinary Arts-Minneapolis 2013 — 2014
Pastry and Baking Certificate
Concordia College 2008 — 2012
Bachelor of Science (BS), Business Management
Chester Area School
Le Cordon Bleu College of Culinary Arts July 2013 - Present
Thrivent Financial for Lutherans June 2012 - June 2013
Thrivent Financial for Lutherans August 2011 - May 2012
Concordia College Moorhead September 2009 - May 2012
Oh My Cupcakes! May 2010 - August 2011
Skills
Leadership, Outlook, Customer Service, Human Resources, Leadership Development, Microsoft Excel, Microsoft Office, PowerPoint, Finance, Interpersonal..., Time Management
Education
Le Cordon Bleu College of Culinary Arts-Minneapolis 2013 — 2014
Pastry and Baking Certificate
Concordia College 2008 — 2012
Bachelor of Science (BS), Business Management
Chester Area School
Karis Joy KJ Hanson's Thrivent Financial for Lutherans Experience January 1997 - October 2003
Job Senior Commissions Analyst at UHC
Industry Insurance
Experience
UnitedHealthCare September 2006 - Present
Wachovia Insurance Services June 2005 - August 2006
Hartford Life November 2003 - June 2005
Thrivent Financial for Lutherans January 1997 - October 2003
Education
Concordia College 1991 — 1995
BA, Speech Communication Theater Arts
UnitedHealthCare September 2006 - Present
Wachovia Insurance Services June 2005 - August 2006
Hartford Life November 2003 - June 2005
Thrivent Financial for Lutherans January 1997 - October 2003
Education
Concordia College 1991 — 1995
BA, Speech Communication Theater Arts
Shawn Dwyer, PMP, CSM's Thrivent Financial for Lutherans Experience September 2010 - June 2011
Job Sr Program Manager at Merrill Corporation
Industry Management Consulting
Experience
Merrill Corporation July 2012 - Present
Merrill Corporation July 2012 - Present
Wells Fargo Financial June 2011 - July 2012
Thrivent Financial for Lutherans September 2010 - June 2011
Rust Consulting September 2008 - July 2009
Ryerson, Inc July 2002 - December 2007
University of Michigan July 2000 - March 2002
Central Michigan University January 1994 - July 2000
Finlandia University August 1992 - January 1994
Skills
Program Management, PMO, Project Portfolio..., Project Governance, Project Collaboration, Benefits Realisation, Earned Value Management, IT Strategy, Strategic Partnerships, Agile Methodolgy, Certified Scrum Master..., Six Sigma, Scrum, ITIL, Agile Methodologies, Project Management, Strategy, Training, Change Management, Business Requirements, Risk Management, Vendor Management, Consulting, Visio, SharePoint, Information Technology, PMP, Quality Assurance, Resource Management, Business Process..., Requirements Gathering, Process Improvement
Education
Central Michigan University 1996 — 2000
MA, Communications
University of Wisconsin-Eau Claire 1986 — 1992
BA, Organizational Communications/Technical Writing
Chaska High School 1984 — 1986
Little Falls High School 1982 — 1984
Merrill Corporation July 2012 - Present
Merrill Corporation July 2012 - Present
Wells Fargo Financial June 2011 - July 2012
Thrivent Financial for Lutherans September 2010 - June 2011
Rust Consulting September 2008 - July 2009
Ryerson, Inc July 2002 - December 2007
University of Michigan July 2000 - March 2002
Central Michigan University January 1994 - July 2000
Finlandia University August 1992 - January 1994
Skills
Program Management, PMO, Project Portfolio..., Project Governance, Project Collaboration, Benefits Realisation, Earned Value Management, IT Strategy, Strategic Partnerships, Agile Methodolgy, Certified Scrum Master..., Six Sigma, Scrum, ITIL, Agile Methodologies, Project Management, Strategy, Training, Change Management, Business Requirements, Risk Management, Vendor Management, Consulting, Visio, SharePoint, Information Technology, PMP, Quality Assurance, Resource Management, Business Process..., Requirements Gathering, Process Improvement
Education
Central Michigan University 1996 — 2000
MA, Communications
University of Wisconsin-Eau Claire 1986 — 1992
BA, Organizational Communications/Technical Writing
Chaska High School 1984 — 1986
Little Falls High School 1982 — 1984
Karmen Beazley's Thrivent Financial for Lutherans Experience August 2011 - October 2014
Job Assistant to Renae Vande Brake at Thrivent Financial
Industry Financial Services
Experience
Lowe's Companies, Inc. October 2014 - Present
Thrivent Financial for Lutherans August 2011 - October 2014
Tool Depot January 2002 - August 2011
Skills
English, Customer Service, Power Tools, Salesforce.com, QuickBooks, Learning Quickly, Organization, Filing, Product Management, Visual Merchandising, Price Quotes, Cleaning, Microsoft Word, Microsoft Excel, Easy to Talk to, Work Ethic, Multi-line Phone, Fax, Managed Money, Marketing Strategy, Customer Satisfaction, Team Building
Education
Chadron State College 1995 — 1997
Master of Arts (M.A.), Social Work
Dordt College 1991 — 1995
Bachelor of Arts (B.A.), Secondary Education and Teaching
Lowe's Companies, Inc. October 2014 - Present
Thrivent Financial for Lutherans August 2011 - October 2014
Tool Depot January 2002 - August 2011
Skills
English, Customer Service, Power Tools, Salesforce.com, QuickBooks, Learning Quickly, Organization, Filing, Product Management, Visual Merchandising, Price Quotes, Cleaning, Microsoft Word, Microsoft Excel, Easy to Talk to, Work Ethic, Multi-line Phone, Fax, Managed Money, Marketing Strategy, Customer Satisfaction, Team Building
Education
Chadron State College 1995 — 1997
Master of Arts (M.A.), Social Work
Dordt College 1991 — 1995
Bachelor of Arts (B.A.), Secondary Education and Teaching
Heather Morgan's Thrivent Financial for Lutherans Experience January 2006 - January 2010
Job Founder, Wilderness Financial Strategies LLC
Industry Financial Services
Experience
Wilderness Financial Strategies LLC March 2012 - Present
Mutual of Omaha Investor Services Inc. January 2010 - Present
Thrivent Financial for Lutherans January 2006 - January 2010
Canberra Industries January 2000 - June 2005
StorageTek March 1994 - November 1999
Skills
Financial Advisory, Retirement Planning, Retirement, Guaranteed Lifetime..., 401k Rollovers, IRAs, Medicare Supplements, Long Term Care Insurance, Life Insurance, Variable Annuities, Estate Planning, Small Business, 401k, Group Benefit Plans, Business Continuity..., Business Succession..., Disability Insurance, Critical Illness, Long-term Care, Wealth Accumulation, Roth IRA, Whole Life, Universal Life, Term Life Insurance, Fixed Annuities, Retirement Services, Life Coaching, Entrepreneurship, Teaching, Workshops, Seminars
Education
The American College 2014 — 2017
Chartered Financial Consultant (ChFC)
Front Range Community College 1989 — 1990
Liberal Arts
Colorado Mountain College 1988 — 1989
Liberal Arts
Wilderness Financial Strategies LLC March 2012 - Present
Mutual of Omaha Investor Services Inc. January 2010 - Present
Thrivent Financial for Lutherans January 2006 - January 2010
Canberra Industries January 2000 - June 2005
StorageTek March 1994 - November 1999
Skills
Financial Advisory, Retirement Planning, Retirement, Guaranteed Lifetime..., 401k Rollovers, IRAs, Medicare Supplements, Long Term Care Insurance, Life Insurance, Variable Annuities, Estate Planning, Small Business, 401k, Group Benefit Plans, Business Continuity..., Business Succession..., Disability Insurance, Critical Illness, Long-term Care, Wealth Accumulation, Roth IRA, Whole Life, Universal Life, Term Life Insurance, Fixed Annuities, Retirement Services, Life Coaching, Entrepreneurship, Teaching, Workshops, Seminars
Education
The American College 2014 — 2017
Chartered Financial Consultant (ChFC)
Front Range Community College 1989 — 1990
Liberal Arts
Colorado Mountain College 1988 — 1989
Liberal Arts
Adam Bonner Adam Bonner's Thrivent Financial for Lutherans Experience May 2013 - June 2014
Job Client Services Associate at South State Bank
Industry Financial Services
Experience
South State Bank June 2014 - Present
Thrivent Financial for Lutherans May 2013 - June 2014
Grove Medical, Inc. December 2011 - February 2013
Skills
Finance, Strategic Financial..., Bloomberg, Series 7, Financial Modeling, Fixed Income, Equities, Asset Management, Investment Strategies, Series 66, SC Life/Accident &..., Project Planning, Investments, Financial Analysis, Mutual Funds, Asset Allocation, Relationship Management, Retirement, Insurance, 401k, Securities
Education
Clemson University 2009 — 2012
Bachelor of Science (BS), Financial Management
South State Bank June 2014 - Present
Thrivent Financial for Lutherans May 2013 - June 2014
Grove Medical, Inc. December 2011 - February 2013
Skills
Finance, Strategic Financial..., Bloomberg, Series 7, Financial Modeling, Fixed Income, Equities, Asset Management, Investment Strategies, Series 66, SC Life/Accident &..., Project Planning, Investments, Financial Analysis, Mutual Funds, Asset Allocation, Relationship Management, Retirement, Insurance, 401k, Securities
Education
Clemson University 2009 — 2012
Bachelor of Science (BS), Financial Management
ron chmieleski ron chmieleski's Thrivent Financial for Lutherans Experience January 2005 - September 2009
Job Reverse Mortgage Consultant at Standard Bank
Industry Financial Services
Experience
Standard Bank and Trust November 2014 - Present
Chase Bank May 2013 - November 2014
Harris Bank NNA September 2009 - May 2013
Thrivent Financial for Lutherans January 2005 - September 2009
McDonald's Corporation January 1993 - January 2004
Skills
Reverse Mortgages, Client Relationships, Banking, Solutions Marketing, Credit Analysis, Business Relationship..., Telecommunications..., FHA, Retail Banking, Credit Risk, Underwriting, Portfolio Management, VA loans, Financial Analysis, Relationship Management, Mortgage Lending, Lines Of Credit, Financial Services
Education
Chicago State University
St Laurence H.S.
Standard Bank and Trust November 2014 - Present
Chase Bank May 2013 - November 2014
Harris Bank NNA September 2009 - May 2013
Thrivent Financial for Lutherans January 2005 - September 2009
McDonald's Corporation January 1993 - January 2004
Skills
Reverse Mortgages, Client Relationships, Banking, Solutions Marketing, Credit Analysis, Business Relationship..., Telecommunications..., FHA, Retail Banking, Credit Risk, Underwriting, Portfolio Management, VA loans, Financial Analysis, Relationship Management, Mortgage Lending, Lines Of Credit, Financial Services
Education
Chicago State University
St Laurence H.S.
Collin Niemeyer Collin Niemeyer's Thrivent Financial for Lutherans Experience June 2013 - November 2013
Job Sr. Biopharmaceutical Representative
Industry Biotechnology
Experience
Amgen / inVentiv April 2015 - Present
CoVantage Retirement & Investment Services July 2014 - April 2015
Focus Financial November 2013 - July 2014
Thrivent Financial for Lutherans June 2013 - November 2013
Merrill Lynch October 2012 - June 2013
Takeda Pharmaceuticals October 2003 - March 2012
Novartis August 1999 - October 2003
Bristol-Myers Squibb, Princeton, New Jersey July 1998 - August 1999
Sunrise Medical June 1996 - August 1999
Skills
Cardiology, Managed Care, Cardiovascular Disease, Licensed Life & Health..., Rheumatology, Strategic Financial..., Budgets, Pharmaceutical Sales, Health Insurance, Account Management, Strategic Thinking, Competitive Analysis, Financial Analysis, Wealth Management, Long Term Care Insurance, Asset Allocation, Comprehensive Planning, Risk Management, Disability Insurance, Estate Tax Planning, Estate Planning, College Savings Plans, Lipid Disorders, Diabetes Management, Direct Sales, Gout
Education
College for Financial Planning 2014 — 2017
CFP, Financial Planning and Services
Certified Medical Representative Institute 2000 — 2003
Healthcare Marketing
International Diabetes Center 2002 — 2002
Diabetes Preceptorship, Endocrinology, Diabetes
Duke University 2001 — 2001
Cardiology & Endocrinology Preceptorship, Cardiology & Endocrinology
Universiy of Wisconsin Stevens Point 1993 — 1996
Bachelor of Science, Biology
University of Wisconsin Marathon Center 1991 — 1993
Associates of Arts, General
Amgen / inVentiv April 2015 - Present
CoVantage Retirement & Investment Services July 2014 - April 2015
Focus Financial November 2013 - July 2014
Thrivent Financial for Lutherans June 2013 - November 2013
Merrill Lynch October 2012 - June 2013
Takeda Pharmaceuticals October 2003 - March 2012
Novartis August 1999 - October 2003
Bristol-Myers Squibb, Princeton, New Jersey July 1998 - August 1999
Sunrise Medical June 1996 - August 1999
Skills
Cardiology, Managed Care, Cardiovascular Disease, Licensed Life & Health..., Rheumatology, Strategic Financial..., Budgets, Pharmaceutical Sales, Health Insurance, Account Management, Strategic Thinking, Competitive Analysis, Financial Analysis, Wealth Management, Long Term Care Insurance, Asset Allocation, Comprehensive Planning, Risk Management, Disability Insurance, Estate Tax Planning, Estate Planning, College Savings Plans, Lipid Disorders, Diabetes Management, Direct Sales, Gout
Education
College for Financial Planning 2014 — 2017
CFP, Financial Planning and Services
Certified Medical Representative Institute 2000 — 2003
Healthcare Marketing
International Diabetes Center 2002 — 2002
Diabetes Preceptorship, Endocrinology, Diabetes
Duke University 2001 — 2001
Cardiology & Endocrinology Preceptorship, Cardiology & Endocrinology
Universiy of Wisconsin Stevens Point 1993 — 1996
Bachelor of Science, Biology
University of Wisconsin Marathon Center 1991 — 1993
Associates of Arts, General
Sheri Sorensen's Thrivent Financial for Lutherans Experience November 2012 - Present
Job Regional Assistant at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans November 2012 - Present
eBiz Dezigns January 2006 - Present
Chippewa Valley Technical College January 2009 - December 2011
HOOPS, Inc. June 2003 - September 2005
Skills
Outlook, Customer Service, Microsoft Excel, Office Management, Event Planning, PowerPoint, Access, Microsoft Word, Microsoft Office, PeopleSoft
Education
Chippewa Valley Technical College 2007 — 2011
Associate's Degree, Information Technology-Web Programming
University of Wisconsin-Stout 1989 — 1994
Bachelor's degree, Business Administration and Management, General
Thrivent Financial for Lutherans November 2012 - Present
eBiz Dezigns January 2006 - Present
Chippewa Valley Technical College January 2009 - December 2011
HOOPS, Inc. June 2003 - September 2005
Skills
Outlook, Customer Service, Microsoft Excel, Office Management, Event Planning, PowerPoint, Access, Microsoft Word, Microsoft Office, PeopleSoft
Education
Chippewa Valley Technical College 2007 — 2011
Associate's Degree, Information Technology-Web Programming
University of Wisconsin-Stout 1989 — 1994
Bachelor's degree, Business Administration and Management, General
Scott Davis, CFA, CFP®, MSF Scott Davis, CFA, CFP®, MSF's Thrivent Financial for Lutherans Experience August 2007 - May 2008
Job Wealth Advisor at CliftonLarsonAllen Wealth Advisors, LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC May 2008 - Present
Thrivent Financial for Lutherans August 2007 - May 2008
Skills
Asset Management, Financial Planning, Personal Finance, Investment Advisory, Retirement Planning, Estate Planning, Series 7, Long Term Care, Small Business, Insurance, Investments, Wealth Management, Asset Managment, Wealth, Financial Advisory
Education
College for Financial Planning 2011 — 2014
Master of Science, Finance
College for Financial Planning 2009 — 2010
Financial Planning
Illinois State University 2003 — 2007
Bachelor of Science, Finance
CliftonLarsonAllen Wealth Advisors, LLC May 2008 - Present
Thrivent Financial for Lutherans August 2007 - May 2008
Skills
Asset Management, Financial Planning, Personal Finance, Investment Advisory, Retirement Planning, Estate Planning, Series 7, Long Term Care, Small Business, Insurance, Investments, Wealth Management, Asset Managment, Wealth, Financial Advisory
Education
College for Financial Planning 2011 — 2014
Master of Science, Finance
College for Financial Planning 2009 — 2010
Financial Planning
Illinois State University 2003 — 2007
Bachelor of Science, Finance
Miguel Gironza Miguel Gironza's Thrivent Financial for Lutherans Experience May 2008 - September 2008
Job Financial Services Professional at Mass Mutual
Industry Financial Services
Experience
GLP & Associates April 2014 - March 2015
MassMutual Michigan Metro January 2012 - March 2014
Bank of America 2008 - December 2011
Thrivent Financial for Lutherans May 2008 - September 2008
Skills
Retirement Planning, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Financial Analysis, Risk Management, Personal Finance, Credit, Banking, Microsoft Office, Financial Services, Leadership, Customer Service, Public Speaking, Retirement, Management, Account Management, Accounting, Financial Accounting, Financial Modeling, Analysis
Education
Cleary University 2009 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Cleary University 2005 — 2009
Bachelor's Degree, Finance, General
Hartland High School 2002 — 2005
High School
GLP & Associates April 2014 - March 2015
MassMutual Michigan Metro January 2012 - March 2014
Bank of America 2008 - December 2011
Thrivent Financial for Lutherans May 2008 - September 2008
Skills
Retirement Planning, Insurance, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Financial Analysis, Risk Management, Personal Finance, Credit, Banking, Microsoft Office, Financial Services, Leadership, Customer Service, Public Speaking, Retirement, Management, Account Management, Accounting, Financial Accounting, Financial Modeling, Analysis
Education
Cleary University 2009 — 2012
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Cleary University 2005 — 2009
Bachelor's Degree, Finance, General
Hartland High School 2002 — 2005
High School
Kelly (Schmaltz) Wilford Kelly (Schmaltz) Wilford's Thrivent Financial for Lutherans Experience May 2012 - Present
Job Financial Representative at Thrivent Financial for Lutherans
Industry Consumer Goods
Experience
Thrivent Financial for Lutherans May 2012 - Present
Whirlpool Corporation June 2010 - October 2011
Whirlpool Corporation August 2008 - May 2010
Whirlpool Corporation 2005 - 2008
Whirlpool Corporation 2004 - 2005
Whirlpool Corporation 1998 - 2004
Whirlpool Corporation 1997 - 1998
Whirlpool Corporation 1994 - 1996
Skills
Sales Process, CRM, Strategic Sourcing, Project Management, Merchandising, Management, Sales, Marketing, Leadership, B2B Marketing, Procurement, Cross-functional Team..., Training, Sales Operations, Sales Management, Customer Satisfaction, Budgets, Strategic Planning, Retail, Competitive Analysis, Forecasting, Pricing, Selling, Strategy, Market Research
Education
Indiana University 1995 — 1997
MBA, Business
Central Michigan University 1988 — 1992
BSBA, Marketing, Advertising
Thrivent Financial for Lutherans May 2012 - Present
Whirlpool Corporation June 2010 - October 2011
Whirlpool Corporation August 2008 - May 2010
Whirlpool Corporation 2005 - 2008
Whirlpool Corporation 2004 - 2005
Whirlpool Corporation 1998 - 2004
Whirlpool Corporation 1997 - 1998
Whirlpool Corporation 1994 - 1996
Skills
Sales Process, CRM, Strategic Sourcing, Project Management, Merchandising, Management, Sales, Marketing, Leadership, B2B Marketing, Procurement, Cross-functional Team..., Training, Sales Operations, Sales Management, Customer Satisfaction, Budgets, Strategic Planning, Retail, Competitive Analysis, Forecasting, Pricing, Selling, Strategy, Market Research
Education
Indiana University 1995 — 1997
MBA, Business
Central Michigan University 1988 — 1992
BSBA, Marketing, Advertising
Edward H Pope Edward H Pope's Thrivent Financial for Lutherans Experience March 2011 - July 2014
Job City Carrier Assistant at U S Postal Service
Industry Financial Services
Experience
U S Postal Service June 2015 - Present
Thrivent Financial for Lutherans March 2011 - July 2014
Contemporary Services Corporation September 2009 - April 2014
The Home Depot March 2013 - July 2013
Dicks Sporting Goods October 2012 - January 2013
Ameriprise Financial Advisors March 1998 - June 2009
Northwest Airlines February 1989 - January 1998
Northwest Airlines January 1989 - January 1998
Milwaukee Railroad/SOO Line/CP Rail May 1972 - November 1988
Skills
Customer Service, Program Management, Strategic Planning, Leadership, Process Improvement, Series 7, Finance, Team Building, Problem Solving, Sales
Education
University of St Thomas-Opus College of Business 2010 — 2010
Mini MBA, Mini Masters of Business, Financial Management, 4.0
International Airline Academy 1985 — 1986
Yes, Reservation/Ticketing Sales Training
Clark College 1982 — 1983
Preliminary Computer Programming
Green River College
Civil Engineering
Issaquah High
U S Postal Service June 2015 - Present
Thrivent Financial for Lutherans March 2011 - July 2014
Contemporary Services Corporation September 2009 - April 2014
The Home Depot March 2013 - July 2013
Dicks Sporting Goods October 2012 - January 2013
Ameriprise Financial Advisors March 1998 - June 2009
Northwest Airlines February 1989 - January 1998
Northwest Airlines January 1989 - January 1998
Milwaukee Railroad/SOO Line/CP Rail May 1972 - November 1988
Skills
Customer Service, Program Management, Strategic Planning, Leadership, Process Improvement, Series 7, Finance, Team Building, Problem Solving, Sales
Education
University of St Thomas-Opus College of Business 2010 — 2010
Mini MBA, Mini Masters of Business, Financial Management, 4.0
International Airline Academy 1985 — 1986
Yes, Reservation/Ticketing Sales Training
Clark College 1982 — 1983
Preliminary Computer Programming
Green River College
Civil Engineering
Issaquah High
Deb Gussert Deb Gussert's Thrivent Financial for Lutherans Experience November 2006 - Present
Job Director, Financial Planning
Industry Financial Services
Experience
Thrivent Financial for Lutherans November 2006 - Present
Ameriprise Financial June 1992 - September 2006
Skills
Retirement Planning, Strategic Financial..., Saving for Education, Budgets, Retirement, Series 7, Wealth Management, Estate Planning, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Advisory, Uniform Combined State..., Investments, Series 63, 401k, Investment Strategies, IRAs, 401k Rollovers, Financial Planners, Wealth Accumulation, Personal Financial..., Mutual Funds, Financial Goals, Financial Planning
Education
The American College 2001 — 2001
ChFC
College for Financial Planning 1997 — 2000
CFP, Financial Planning
University of Wisconsin-La Crosse 1988 — 1992
BS, Business, Accounting
Thrivent Financial for Lutherans November 2006 - Present
Ameriprise Financial June 1992 - September 2006
Skills
Retirement Planning, Strategic Financial..., Saving for Education, Budgets, Retirement, Series 7, Wealth Management, Estate Planning, Asset Allocation, Financial Advisory, Fixed Annuities, Investment Advisory, Uniform Combined State..., Investments, Series 63, 401k, Investment Strategies, IRAs, 401k Rollovers, Financial Planners, Wealth Accumulation, Personal Financial..., Mutual Funds, Financial Goals, Financial Planning
Education
The American College 2001 — 2001
ChFC
College for Financial Planning 1997 — 2000
CFP, Financial Planning
University of Wisconsin-La Crosse 1988 — 1992
BS, Business, Accounting
Heather França, MBA Heather França, MBA's Thrivent Financial for Lutherans Experience May 2004 - September 2004
Job Financial Consultant at MetLife
Industry Insurance
Experience
MetLife March 2011 - Present
MetLife November 2007 - March 2011
Burns and Roe Enterprises July 2007 - November 2007
Wachovia Securities September 2005 - May 2007
Thrivent Financial for Lutherans May 2004 - September 2004
Louis M. Iannucci & Co. CPA's. February 2003 - April 2004
Skills
Insurance, Forecasting, Financial Analysis
Education
Fairleigh Dickinson University 2008 — 2010
MBA, Finance and International Business
Concordia College 2001 — 2004
BS, Business Administration, Accounting, Psychology
MetLife March 2011 - Present
MetLife November 2007 - March 2011
Burns and Roe Enterprises July 2007 - November 2007
Wachovia Securities September 2005 - May 2007
Thrivent Financial for Lutherans May 2004 - September 2004
Louis M. Iannucci & Co. CPA's. February 2003 - April 2004
Skills
Insurance, Forecasting, Financial Analysis
Education
Fairleigh Dickinson University 2008 — 2010
MBA, Finance and International Business
Concordia College 2001 — 2004
BS, Business Administration, Accounting, Psychology
LeeAnn Steffens LeeAnn Steffens's Thrivent Financial for Lutherans Experience 1997 - 1999
Job Independent ConsultantPrj Mgmt, Sys Impl Analyst, Process Engineering at Innovative Communications Virgin Islands
Industry Program Development
Experience
Innovative Communications - Virgin Islands August 2010 - December 2013
TelePacific Communications February 2007 - August 2009
NuVox March 2005 - June 2006
Qwest Communications September 2001 - December 2004
Allianz Life 1999 - 2001
ACP 1990 - 2000
Thrivent Financial for Lutherans 1997 - 1999
Blue Cross Blue Shield Credit Union 1996 - 1996
U S WEST December 1977 - August 1995
Skills
Project Management, CRM, Program Management, Management, Process Improvement, SQL, Leadership, Telecommunications, Business Analysis, Business Process..., Integration, SDLC, Software Documentation, Business Process, Project Planning, PMO, Product Management
Education
University of St. Thomas 2008 — 2009
CPPM, Project Management
University of Colorado Denver 1994 — 1995
Data Communications
Disaster Recovery Institute 1984 — 1985
Business Continuity
St. Catherine University 1984 — 1985
Marketing
Century College
AAS, Business Management, Quality Management
Innovative Communications - Virgin Islands August 2010 - December 2013
TelePacific Communications February 2007 - August 2009
NuVox March 2005 - June 2006
Qwest Communications September 2001 - December 2004
Allianz Life 1999 - 2001
ACP 1990 - 2000
Thrivent Financial for Lutherans 1997 - 1999
Blue Cross Blue Shield Credit Union 1996 - 1996
U S WEST December 1977 - August 1995
Skills
Project Management, CRM, Program Management, Management, Process Improvement, SQL, Leadership, Telecommunications, Business Analysis, Business Process..., Integration, SDLC, Software Documentation, Business Process, Project Planning, PMO, Product Management
Education
University of St. Thomas 2008 — 2009
CPPM, Project Management
University of Colorado Denver 1994 — 1995
Data Communications
Disaster Recovery Institute 1984 — 1985
Business Continuity
St. Catherine University 1984 — 1985
Marketing
Century College
AAS, Business Management, Quality Management
Christopher A. Pugh, CFA Christopher A. Pugh, CFA's Thrivent Financial for Lutherans Experience December 2004 - January 2006
Job Investment Research
Industry Investment Management
Experience
David N. Granner, CFP (Thrivent Financial) January 2006 - Present
Thrivent Financial for Lutherans December 2004 - January 2006
Hold Brothers, Inc March 1996 - August 2004
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Securities, Trading, Asset Allocation, Investment Strategies, Customer Service, Capital Markets, Strategy, Finance, Business Development, Insurance, Economics, Research, Series 7
Education
Central Michigan University
Bachelor of Science in Business Administation, Finance
David N. Granner, CFP (Thrivent Financial) January 2006 - Present
Thrivent Financial for Lutherans December 2004 - January 2006
Hold Brothers, Inc March 1996 - August 2004
Skills
Investments, Portfolio Management, Equities, Mutual Funds, Securities, Trading, Asset Allocation, Investment Strategies, Customer Service, Capital Markets, Strategy, Finance, Business Development, Insurance, Economics, Research, Series 7
Education
Central Michigan University
Bachelor of Science in Business Administation, Finance
Kjerstin Engebretson's Thrivent Financial for Lutherans Experience August 2013 - May 2014
Job Intern for the Microsoft Dynamics Academic Alliance
Industry International Affairs
Experience
Microsoft May 2015 - Present
Concordia College April 2015 - Present
Concordia College January 2015 - April 2015
Weekend Student Adventures (WSAEurope) LLC October 2014 - December 2014
NUI Galway August 2014 - December 2014
Universitetet i Oslo June 2014 - August 2014
Concordia College May 2014 - June 2014
Concordia College August 2013 - May 2014
Thrivent Financial for Lutherans August 2013 - May 2014
Concordia College June 2013 - August 2013
Skills
Leadership, Public Speaking, Business Development, Event Planning, Social Media Marketing, International Relations, Intercultural..., Management, Global Business..., Travel Photography, Photography, Personal Financial..., Economics, Sustainability, Fundraising, Social Media, Time Management, Political Science, History, Close Attention to..., Event Management, Globalization, Marketing, Microsoft Office, International Studies, Travel, Culture, Writing, Music, Trumpet, Piano, Performing Arts, Social Networking, Sustainable Development, Acoustic Guitar, Singing, Sociology, Information Management, Accounting, Mobile Technology, Event Photography
Education
Concordia College 2012 — 2016
Business: Economics and Global Studies: Global Systems and Processes
Breckenridge High School 2008 — 2012
Microsoft May 2015 - Present
Concordia College April 2015 - Present
Concordia College January 2015 - April 2015
Weekend Student Adventures (WSAEurope) LLC October 2014 - December 2014
NUI Galway August 2014 - December 2014
Universitetet i Oslo June 2014 - August 2014
Concordia College May 2014 - June 2014
Concordia College August 2013 - May 2014
Thrivent Financial for Lutherans August 2013 - May 2014
Concordia College June 2013 - August 2013
Skills
Leadership, Public Speaking, Business Development, Event Planning, Social Media Marketing, International Relations, Intercultural..., Management, Global Business..., Travel Photography, Photography, Personal Financial..., Economics, Sustainability, Fundraising, Social Media, Time Management, Political Science, History, Close Attention to..., Event Management, Globalization, Marketing, Microsoft Office, International Studies, Travel, Culture, Writing, Music, Trumpet, Piano, Performing Arts, Social Networking, Sustainable Development, Acoustic Guitar, Singing, Sociology, Information Management, Accounting, Mobile Technology, Event Photography
Education
Concordia College 2012 — 2016
Business: Economics and Global Studies: Global Systems and Processes
Breckenridge High School 2008 — 2012
Jeremy Schmidt, CFP®, RICP®, AWMA® Jeremy Schmidt, CFP®, RICP®, AWMA®'s Thrivent Financial for Lutherans Experience June 2010 - July 2014
Job Business Development Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial July 2014 - Present
Thrivent Financial for Lutherans June 2010 - July 2014
Thrivent Financial for Lutherans August 2006 - September 2010
Northwestern Mutual Financial Network June 2004 - August 2006
Primerica Financial Services April 2002 - June 2004
Skills
Strategic Financial..., Investments, Retirement, Financial Services, Risk Management, Mutual Funds, Financial Advisory, Estate Planning, Insurance, Fixed Annuities, Management, Finance, Training, Securities, Financial Analysis, Program Management, Financial Planners, Sales, Retirement Planning, Series 7
Education
The American College 2006 — 2013
CFP®, RICP®, Personal Finance
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor, Wealth Management
St. Cloud State University 1994 — 2000
B.S, Business Computer Information Systems
Thrivent Financial July 2014 - Present
Thrivent Financial for Lutherans June 2010 - July 2014
Thrivent Financial for Lutherans August 2006 - September 2010
Northwestern Mutual Financial Network June 2004 - August 2006
Primerica Financial Services April 2002 - June 2004
Skills
Strategic Financial..., Investments, Retirement, Financial Services, Risk Management, Mutual Funds, Financial Advisory, Estate Planning, Insurance, Fixed Annuities, Management, Finance, Training, Securities, Financial Analysis, Program Management, Financial Planners, Sales, Retirement Planning, Series 7
Education
The American College 2006 — 2013
CFP®, RICP®, Personal Finance
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor, Wealth Management
St. Cloud State University 1994 — 2000
B.S, Business Computer Information Systems
Kerianne Stuck's Thrivent Financial for Lutherans Experience June 2009 - August 2011
Job Physician Recruiter at Interim Physicians, LLC
Industry Staffing and Recruiting
Experience
Interim Physicians, LLC November 2014 - Present
Medicus Healthcare Solutions April 2013 - October 2014
Insight Global June 2012 - March 2013
Fort Collins Area Swim Team September 2010 - June 2012
Thrivent Financial for Lutherans June 2009 - August 2011
Skills
Recruiting, College Recruiting, Social Media, PowerPoint, Applicant Tracking..., Public Speaking, Technical Recruiting, Talent Acquisition, Customer Service, Staffing Services, Internet Recruiting, Human Resources, Cold Calling, Microsoft Excel, Microsoft Office, Healthcare, Physician Relations, Sales, Management, Temporary Placement, CRM, Consulting, Time Management, Interviews, Start-ups, Screening Resumes, Temporary Staffing
Education
Colorado State Univeristy 2014 — 2016
Master's Degree, Management Practice & Organizational Leadership, 4.0
Colorado State University 2008 — 2012
Bachelor of Science (B.S.), Human Development and Family Studies, General
Interim Physicians, LLC November 2014 - Present
Medicus Healthcare Solutions April 2013 - October 2014
Insight Global June 2012 - March 2013
Fort Collins Area Swim Team September 2010 - June 2012
Thrivent Financial for Lutherans June 2009 - August 2011
Skills
Recruiting, College Recruiting, Social Media, PowerPoint, Applicant Tracking..., Public Speaking, Technical Recruiting, Talent Acquisition, Customer Service, Staffing Services, Internet Recruiting, Human Resources, Cold Calling, Microsoft Excel, Microsoft Office, Healthcare, Physician Relations, Sales, Management, Temporary Placement, CRM, Consulting, Time Management, Interviews, Start-ups, Screening Resumes, Temporary Staffing
Education
Colorado State Univeristy 2014 — 2016
Master's Degree, Management Practice & Organizational Leadership, 4.0
Colorado State University 2008 — 2012
Bachelor of Science (B.S.), Human Development and Family Studies, General
Daniel Neilsen Daniel Neilsen's Thrivent Financial for Lutherans Experience September 2007 - December 2007
Job Staff Attorney | Counselor | Advocate
Industry Government Administration
Experience
Southern Minnesota Regional Legal Services, Inc. September 2014 - Present
Minnesota Judicial Branch December 2007 - August 2014
Thrivent Financial for Lutherans September 2007 - December 2007
Hamline University September 2006 - May 2007
Skills
Legal Writing, Legal Research, Attention To Detail, Courts, Trials, Motions, Pleadings, Legal Documents, Analysis, Westlaw, Litigation, Hearings, Jury Trials, Criminal Law, Research, Civil Litigation, Family Law, Criminal Defense, Trial Practice
Education
Hamline University School of Law 2004 — 2007
Juris Doctor, Law
University of Minnesota-Twin Cities 2002 — 2004
BA, English
Century College 1999 — 2002
Associate’s Degree
Southern Minnesota Regional Legal Services, Inc. September 2014 - Present
Minnesota Judicial Branch December 2007 - August 2014
Thrivent Financial for Lutherans September 2007 - December 2007
Hamline University September 2006 - May 2007
Skills
Legal Writing, Legal Research, Attention To Detail, Courts, Trials, Motions, Pleadings, Legal Documents, Analysis, Westlaw, Litigation, Hearings, Jury Trials, Criminal Law, Research, Civil Litigation, Family Law, Criminal Defense, Trial Practice
Education
Hamline University School of Law 2004 — 2007
Juris Doctor, Law
University of Minnesota-Twin Cities 2002 — 2004
BA, English
Century College 1999 — 2002
Associate’s Degree
Ric Rubeo's Thrivent Financial for Lutherans Experience January 2002 - Present
Job Financial Associate at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2002 - Present
Oakton Glass January 1985 - December 2001
Skills
Risk Management, Investments, Financial Advisory, Asset Management, Financial Analysis, Customer Service
Education
Carthage College 1976 — 1980
Bachelor of Arts (B.A.), Conservation Biology
Thrivent Financial for Lutherans January 2002 - Present
Oakton Glass January 1985 - December 2001
Skills
Risk Management, Investments, Financial Advisory, Asset Management, Financial Analysis, Customer Service
Education
Carthage College 1976 — 1980
Bachelor of Arts (B.A.), Conservation Biology
Barbara Hollis Shingler's Thrivent Financial for Lutherans Experience April 2013 - Present
Job Financial Associate at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans April 2013 - Present
U.S. Small Business Adminstration 1982 - 1986
Commercial Credit/Control Data Corp 1977 - 1980
Skills
Retirement Planning, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Strategic Financial..., Investments, Life Insurance, Securities, 401k, Financial Services, Estate Planning, Portfolio Management, Insurance, Long-term Care, Financial Planning, Public Speaking
Education
Columbia University in the City of New York 1974 — 1976
Master of Business Administration (M.B.A.), Finance, General
Coppin State University 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Wilberforce University 1966 — 1967
Thrivent Financial for Lutherans April 2013 - Present
U.S. Small Business Adminstration 1982 - 1986
Commercial Credit/Control Data Corp 1977 - 1980
Skills
Retirement Planning, Mutual Funds, Series 7, Retirement, Fixed Annuities, Wealth Management, Strategic Financial..., Investments, Life Insurance, Securities, 401k, Financial Services, Estate Planning, Portfolio Management, Insurance, Long-term Care, Financial Planning, Public Speaking
Education
Columbia University in the City of New York 1974 — 1976
Master of Business Administration (M.B.A.), Finance, General
Coppin State University 1970 — 1974
Bachelor of Science (BS), Mathematics and Computer Science
Wilberforce University 1966 — 1967
Josh Ketcham Josh Ketcham's Thrivent Financial for Lutherans Experience December 2012 - August 2013
Job Mobile Application Developer at S2G Software Solutions
Industry Higher Education
Experience
S2G Software Solutions July 2015 - Present
Thrivent Financial for Lutherans December 2012 - August 2013
Brookstone November 2012 - August 2013
Central Michigan University January 2012 - May 2012
PLAS-LABS May 2007 - May 2011
The Ketcham Company January 2002 - May 2007
Skills
Objective-C, Apple Swift, iOS Development, Android Development, Java, Mobile Design, Time Management, SPSS, Analysis, Apple Keynote, PowerPoint, JavaScript, ANOVA, Microsoft Word, Apple Pages, Microsoft PowerPoint, Microsoft Excel, iMovie, Garageband
Education
Full Sail University 2013 — 2015
Bachelor of Science, Mobile Application Development, 3.52 GPA
Central Michigan University 2007 — 2012
Bachelor of Science, Psychology, A
S2G Software Solutions July 2015 - Present
Thrivent Financial for Lutherans December 2012 - August 2013
Brookstone November 2012 - August 2013
Central Michigan University January 2012 - May 2012
PLAS-LABS May 2007 - May 2011
The Ketcham Company January 2002 - May 2007
Skills
Objective-C, Apple Swift, iOS Development, Android Development, Java, Mobile Design, Time Management, SPSS, Analysis, Apple Keynote, PowerPoint, JavaScript, ANOVA, Microsoft Word, Apple Pages, Microsoft PowerPoint, Microsoft Excel, iMovie, Garageband
Education
Full Sail University 2013 — 2015
Bachelor of Science, Mobile Application Development, 3.52 GPA
Central Michigan University 2007 — 2012
Bachelor of Science, Psychology, A
Jesse DeFrang Jesse DeFrang's Thrivent Financial for Lutherans Experience February 2014 - June 2014
Job Ophthalmic/Optometric Assistant at Sanford Health
Industry Hospital & Health Care
Experience
Sanford Health April 2015 - Present
Farm Intelligence²™ June 2014 - August 2014
Thrivent Financial for Lutherans February 2014 - June 2014
Aflac August 2012 - November 2012
Valley Memorial Homes - Woodside Village May 2012 - August 2012
Sanford Health December 2011 - April 2012
City of Fosston August 2007 - August 2011
Essentia Health May 2011 - July 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Listening Skills, Presentations, Typing, Computer skills, Healthcare Management, Epic Systems
Education
Concordia College 2008 — 2012
Bachelor's degree, Healthcare Management
Fosston High School 2002 — 2008
High School Diploma
Sanford Health April 2015 - Present
Farm Intelligence²™ June 2014 - August 2014
Thrivent Financial for Lutherans February 2014 - June 2014
Aflac August 2012 - November 2012
Valley Memorial Homes - Woodside Village May 2012 - August 2012
Sanford Health December 2011 - April 2012
City of Fosston August 2007 - August 2011
Essentia Health May 2011 - July 2011
Skills
Microsoft Office, Excel, Word, PowerPoint, Listening Skills, Presentations, Typing, Computer skills, Healthcare Management, Epic Systems
Education
Concordia College 2008 — 2012
Bachelor's degree, Healthcare Management
Fosston High School 2002 — 2008
High School Diploma
Kimberly Duke-Roser's Thrivent Financial for Lutherans Experience August 2007 - December 2007
Job Administrative and Credit Supervisor at BMC West
Industry Executive Office
Experience
BMC – Building Materials and Construction Services October 2012 - December 2013
A Kid's Place CASA Program and Child Advocacy Center August 2011 - August 2012
Western Healthcare Network January 2010 - February 2011
WestPark Village December 2008 - September 2009
Compet Consulting February 2008 - May 2009
Thrivent Financial for Lutherans August 2007 - December 2007
1st National Bank July 2006 - August 2007
Richard Blundell Law Office February 2004 - April 2006
Weld County Coroner's Office February 2004 - November 2004
Hall-Irwin Construction March 2002 - December 2003
Skills
Microsoft Excel, Microsoft Word, Software Documentation, Customer Service, Microsoft Office, Quickbooks, Organizational..., Internet, QuickBooks, Office Management, Recruiting, Accounts Payable, Accounts Receivable, Time Management, Human Resources, Payroll, Public Speaking, Budgets, Strategic Planning, Management, Team Building, Marketing
Education
Colorado State University 2011 — 2013
Masters, Business Administration
University of Northern Colorado 2003 — 2006
Bachelor of Arts, Criminal Justice
BMC – Building Materials and Construction Services October 2012 - December 2013
A Kid's Place CASA Program and Child Advocacy Center August 2011 - August 2012
Western Healthcare Network January 2010 - February 2011
WestPark Village December 2008 - September 2009
Compet Consulting February 2008 - May 2009
Thrivent Financial for Lutherans August 2007 - December 2007
1st National Bank July 2006 - August 2007
Richard Blundell Law Office February 2004 - April 2006
Weld County Coroner's Office February 2004 - November 2004
Hall-Irwin Construction March 2002 - December 2003
Skills
Microsoft Excel, Microsoft Word, Software Documentation, Customer Service, Microsoft Office, Quickbooks, Organizational..., Internet, QuickBooks, Office Management, Recruiting, Accounts Payable, Accounts Receivable, Time Management, Human Resources, Payroll, Public Speaking, Budgets, Strategic Planning, Management, Team Building, Marketing
Education
Colorado State University 2011 — 2013
Masters, Business Administration
University of Northern Colorado 2003 — 2006
Bachelor of Arts, Criminal Justice
Tyler Grew Tyler Grew's Thrivent Financial for Lutherans Experience May 2009 - August 2009
Job Regional Sales Manager at Avalara
Industry Information Technology and Services
Experience
Avalara November 2014 - Present
BMC Software March 2014 - November 2014
Colonial Life / Palmetto Benefit Solutions, LLC June 2013 - March 2014
Colonial Life August 2012 - March 2014
Deutsche Bank January 2011 - June 2012
Dispro Ontario, Inc March 2010 - September 2010
Thrivent Financial for Lutherans May 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Sales, Microsoft Office, Finance, Marketing, Account Management, Customer Satisfaction, Financial Analysis, Social Media, Forecasting, Strategic Financial..., Salesforce.com, Training, Access, Sales Management, Event Planning, Insurance
Education
Charleston Southern University 2008 — 2010
Master, Business Administration
Coastal Carolina University 2004 — 2008
Bachelor of Science, Business Administration; Finance
Avalara November 2014 - Present
BMC Software March 2014 - November 2014
Colonial Life / Palmetto Benefit Solutions, LLC June 2013 - March 2014
Colonial Life August 2012 - March 2014
Deutsche Bank January 2011 - June 2012
Dispro Ontario, Inc March 2010 - September 2010
Thrivent Financial for Lutherans May 2009 - August 2009
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Sales, Microsoft Office, Finance, Marketing, Account Management, Customer Satisfaction, Financial Analysis, Social Media, Forecasting, Strategic Financial..., Salesforce.com, Training, Access, Sales Management, Event Planning, Insurance
Education
Charleston Southern University 2008 — 2010
Master, Business Administration
Coastal Carolina University 2004 — 2008
Bachelor of Science, Business Administration; Finance
David Burnette David Burnette's Thrivent Financial for Lutherans Experience July 1997 - November 2002
Job Community Engagement Leader, Kentucky TriState
Industry Financial Services
Experience
Thrivent Financial April 2014 - Present
LOT 2540 Salvage and Recycling Ministry April 2011 - June 2014
Rockingham County Help for Homeless, Inc February 2012 - March 2014
Triad Insurance Partners, Inc. October 2009 - June 2012
The Greensboro Agency of Massachusetts Mutual Life Insurance Company (MassMutual) June 2008 - June 2012
Eon Financial Group, LLC March 2007 - June 2008
Eon Financial Consulting March 2003 - May 2007
Thrivent Financial for Lutherans July 1997 - November 2002
Thrivent Financial for Lutherans November 1984 - July 1997
Skills
Leadership, Nonprofits, Public Speaking, Grant Administration, Team Management, Case Managment, Support Services..., Social Services, Christian Ministry, Youth Mentoring, Pastoral Care, Social Entrepreneurship, Strategic Financial..., Estate Planning, Investment Advisory..., Case Management, Community Outreach, Customer Service, Financial Advisory, Financial Planning, Grants, Program Management, Microsoft Office, Research
Education
Oklahoma Wesleyan University
Theological and Ministerial Studies
FLAME: Education and Ministry development, Wesleyan Church
Ministerial development
Eastern Kentucky University 1979 — 1983
BA, Speech Communications and Human Relations
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
The American College 1990 — 2007
Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, Financial Services
Thrivent Financial April 2014 - Present
LOT 2540 Salvage and Recycling Ministry April 2011 - June 2014
Rockingham County Help for Homeless, Inc February 2012 - March 2014
Triad Insurance Partners, Inc. October 2009 - June 2012
The Greensboro Agency of Massachusetts Mutual Life Insurance Company (MassMutual) June 2008 - June 2012
Eon Financial Group, LLC March 2007 - June 2008
Eon Financial Consulting March 2003 - May 2007
Thrivent Financial for Lutherans July 1997 - November 2002
Thrivent Financial for Lutherans November 1984 - July 1997
Skills
Leadership, Nonprofits, Public Speaking, Grant Administration, Team Management, Case Managment, Support Services..., Social Services, Christian Ministry, Youth Mentoring, Pastoral Care, Social Entrepreneurship, Strategic Financial..., Estate Planning, Investment Advisory..., Case Management, Community Outreach, Customer Service, Financial Advisory, Financial Planning, Grants, Program Management, Microsoft Office, Research
Education
Oklahoma Wesleyan University
Theological and Ministerial Studies
FLAME: Education and Ministry development, Wesleyan Church
Ministerial development
Eastern Kentucky University 1979 — 1983
BA, Speech Communications and Human Relations
College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Financial Planning
The American College 1990 — 2007
Chartered Life Underwriter, Chartered Financial Consultant, Certified Financial Planner, Financial Services
Andrew McGrath's Thrivent Financial for Lutherans Experience November 2005 - March 2007
Job Long Term Care Regional Director at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2015 - Present
Genworth Financial February 2014 - March 2015
EPI Advisors, LLC March 2007 - February 2014
Thrivent Financial for Lutherans November 2005 - March 2007
Edward Jones May 2004 - November 2005
Skills
Long-term Care, Retirement Planning, Life Insurance, Series 7, Retirement, Series 63, IRAs, 401k, Independent Planners..., Financial Services, Wirehouse Channel, Territory Management, Term Life Insurance, Consultative Sales, Life & Health Insurance..., Relationship Management, Sales & Marketing
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Marketing
Pacific Life Insurance Company March 2015 - Present
Genworth Financial February 2014 - March 2015
EPI Advisors, LLC March 2007 - February 2014
Thrivent Financial for Lutherans November 2005 - March 2007
Edward Jones May 2004 - November 2005
Skills
Long-term Care, Retirement Planning, Life Insurance, Series 7, Retirement, Series 63, IRAs, 401k, Independent Planners..., Financial Services, Wirehouse Channel, Territory Management, Term Life Insurance, Consultative Sales, Life & Health Insurance..., Relationship Management, Sales & Marketing
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Marketing
Mike Myhrom's Thrivent Financial for Lutherans Experience
Job Director, Research, Analysis and Consulting at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans
Skills
Enterprise Architecture, Management Consulting, Strategy, Business Analysis, Project Management, Project Portfolio..., Business Intelligence, Process Improvement
Education
Concordia College
Thrivent Financial for Lutherans
Skills
Enterprise Architecture, Management Consulting, Strategy, Business Analysis, Project Management, Project Portfolio..., Business Intelligence, Process Improvement
Education
Concordia College
Sheila Bartel Sheila Bartel's Thrivent Financial for Lutherans Experience October 2004 - July 2005
Job Operations Specialist at Ascensus
Industry Financial Services
Experience
Ascensus May 2008 - Present
Thrivent Financial for Lutherans October 2004 - July 2005
Madden's on Gull Lake May 1997 - October 2001
Madden's on Gull Lake April 1991 - October 1995
Skills
Process Improvement, Customer Service, Microsoft Excel, Access Database, Lawson General Ledger, Microsoft Office, Outlook, Qualified Retirement...
Education
The College of St. Scholastica 2005 — 2007
Bachelor’s Degree, Accounting
Minnesota State University, Moorhead 2001 — 2003
Bachelor’s Degree, Accounting
Central Lakes College 1994 — 1999
Associate’s Degree, Generals
Ascensus May 2008 - Present
Thrivent Financial for Lutherans October 2004 - July 2005
Madden's on Gull Lake May 1997 - October 2001
Madden's on Gull Lake April 1991 - October 1995
Skills
Process Improvement, Customer Service, Microsoft Excel, Access Database, Lawson General Ledger, Microsoft Office, Outlook, Qualified Retirement...
Education
The College of St. Scholastica 2005 — 2007
Bachelor’s Degree, Accounting
Minnesota State University, Moorhead 2001 — 2003
Bachelor’s Degree, Accounting
Central Lakes College 1994 — 1999
Associate’s Degree, Generals
Christy Coe Christy Coe's Thrivent Financial for Lutherans Experience December 2009 - November 2012
Job Senior Staffing Specialist at IPI Travel
Industry Hospital & Health Care
Experience
IPI Travel January 2015 - Present
The Harmony Group LLC June 2013 - January 2015
Foresight Financial Management November 2012 - May 2013
Thrivent Financial for Lutherans December 2009 - November 2012
Ganz July 2006 - December 2009
First Baptist Church, Greenwood October 1999 - December 2006
Bittersweet Candle Company January 2001 - January 2006
Skills
Insurance, Healthcare, Medicare, Fixed Annuities, Disability Insurance, Sales, Long Term Care Insurance, Retirement, Health Insurance, Life Insurance, Commercial Insurance, Retirement Planning, Finance, Underwriting, Property & Casualty..., Small Business
Education
The American College 2011 — 2013
Miami University 1996 — 1998
Cincinnati Christian University 1990 — 1994
IPI Travel January 2015 - Present
The Harmony Group LLC June 2013 - January 2015
Foresight Financial Management November 2012 - May 2013
Thrivent Financial for Lutherans December 2009 - November 2012
Ganz July 2006 - December 2009
First Baptist Church, Greenwood October 1999 - December 2006
Bittersweet Candle Company January 2001 - January 2006
Skills
Insurance, Healthcare, Medicare, Fixed Annuities, Disability Insurance, Sales, Long Term Care Insurance, Retirement, Health Insurance, Life Insurance, Commercial Insurance, Retirement Planning, Finance, Underwriting, Property & Casualty..., Small Business
Education
The American College 2011 — 2013
Miami University 1996 — 1998
Cincinnati Christian University 1990 — 1994
Pang K. Yang Pang K. Yang's Thrivent Financial for Lutherans Experience Long Term Care SpecialistUnivita Health IncJanuary 2006 - January 2010
Job Advanced Brokerage Services Representative at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans Long Term Care SpecialistUnivita Health IncJanuary 2006 - January 2010
Wells Fargo January 2006 - December 2006
Metro One Telecommunications April 2004 - April 2006
Skills
Call Center, Customer Service, Long-term Care, Life Insurance, Sales, Customer Satisfaction, Banking, Health Insurance, Outlook, Salesforce.com, Process Improvement, Leadership, Team Building
Education
College of St. Catherine 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Century College 2003 — 2011
Associate of Science (AS), Business Administration and Management, General
Thrivent Financial for Lutherans Long Term Care SpecialistUnivita Health IncJanuary 2006 - January 2010
Wells Fargo January 2006 - December 2006
Metro One Telecommunications April 2004 - April 2006
Skills
Call Center, Customer Service, Long-term Care, Life Insurance, Sales, Customer Satisfaction, Banking, Health Insurance, Outlook, Salesforce.com, Process Improvement, Leadership, Team Building
Education
College of St. Catherine 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Century College 2003 — 2011
Associate of Science (AS), Business Administration and Management, General
Craig Britton Craig Britton's Thrivent Financial for Lutherans Experience 2002 - 2005
Job Partner at SwitchTrack
Industry Management Consulting
Experience
Small Business Minnesota January 2012 - Present
SwitchTrack September 2005 - Present
UpTurnships 2015 - 2015
Washburn Center for Children 1999 - 2006
Thrivent Financial for Lutherans 2002 - 2005
Fortis Financial Group 1997 - 2001
WearWithal, Inc. 1995 - 1997
Britton Marketing Group 1995 - 1997
Creative Resource Center 1994 - 1995
The Pillsbury Company 1981 - 1994
Skills
Strategy Development, Marketing Strategy, Strategic Planning, Aligning organizations..., Product Development, Competitive..., Marketing, Creative Direction, Strategy, Strategic Partnerships, Competitive Analysis, Leadership, Business Strategy, Small Business, New Business Development, Competitive..., Advertising, Nonprofits, Consulting, Public Speaking, Toastmasters
Education
University of Minnesota-Twin Cities 1979 — 1981
Masters of Business, Marketing
Colorado State University 1973 — 1974
Bachelor of Science, Psychology
Small Business Minnesota January 2012 - Present
SwitchTrack September 2005 - Present
UpTurnships 2015 - 2015
Washburn Center for Children 1999 - 2006
Thrivent Financial for Lutherans 2002 - 2005
Fortis Financial Group 1997 - 2001
WearWithal, Inc. 1995 - 1997
Britton Marketing Group 1995 - 1997
Creative Resource Center 1994 - 1995
The Pillsbury Company 1981 - 1994
Skills
Strategy Development, Marketing Strategy, Strategic Planning, Aligning organizations..., Product Development, Competitive..., Marketing, Creative Direction, Strategy, Strategic Partnerships, Competitive Analysis, Leadership, Business Strategy, Small Business, New Business Development, Competitive..., Advertising, Nonprofits, Consulting, Public Speaking, Toastmasters
Education
University of Minnesota-Twin Cities 1979 — 1981
Masters of Business, Marketing
Colorado State University 1973 — 1974
Bachelor of Science, Psychology
Jill Bobinski Jill Bobinski's Thrivent Financial for Lutherans Experience January 2002 - September 2003
Job Registered Associate at Navigator Planning Group
Industry Investment Management
Experience
Navigator Planning Group September 2003 - Present
Thrivent Financial for Lutherans January 2002 - September 2003
Skills
Series 7, Series 66, Life & Health Insurance...
Education
Carthage College
Bachelor of Arts (B.A.), Business Administration and Management
Navigator Planning Group September 2003 - Present
Thrivent Financial for Lutherans January 2002 - September 2003
Skills
Series 7, Series 66, Life & Health Insurance...
Education
Carthage College
Bachelor of Arts (B.A.), Business Administration and Management
Matthew Lorfeld Matthew Lorfeld's Thrivent Financial for Lutherans Experience 2002 - 2005
Job Pastor at Messiah Lutheran Church
Industry Religious Institutions
Experience
Messiah Lutheran Church June 2009 - Present
Lutheran Church MIssouri Synod June 2009 - Present
St. John's Lutheran Church, East Moline, IL 2007 - 2008
Thrivent Financial for Lutherans 2002 - 2005
Skills
Preaching, Liturgy, Teaching, Gospel, Theology, Pastoral Care, Biblical Studies, Religion, Discipleship, Pastoral Counseling, Public Speaking, Evangelism, Pastoral, Volunteer Management, Bible Study, Missions
Education
Concordia Seminary 2005 — 2009
Master of Divinity (M.Div.), Historical Theology
Concordia University-Wisconsin 1998 — 2002
B.S., Computer Science
Messiah Lutheran Church June 2009 - Present
Lutheran Church MIssouri Synod June 2009 - Present
St. John's Lutheran Church, East Moline, IL 2007 - 2008
Thrivent Financial for Lutherans 2002 - 2005
Skills
Preaching, Liturgy, Teaching, Gospel, Theology, Pastoral Care, Biblical Studies, Religion, Discipleship, Pastoral Counseling, Public Speaking, Evangelism, Pastoral, Volunteer Management, Bible Study, Missions
Education
Concordia Seminary 2005 — 2009
Master of Divinity (M.Div.), Historical Theology
Concordia University-Wisconsin 1998 — 2002
B.S., Computer Science
Joshua McClaren Joshua McClaren's Thrivent Financial for Lutherans Experience December 2012 - October 2013
Job Administrative Assistant at Colorado Visiting Nurse Association
Industry Events Services
Experience
Colorado Visiting Nurse Association November 2014 - Present
Heritage Littles October 2013 - September 2014
Heritage Bicycles April 2013 - September 2014
Thrivent Financial for Lutherans December 2012 - October 2013
Pinstripes Restaurant 2011 - 2012
Cost Plus World Market 2010 - 2011
Horan & McConaty 2006 - 2010
Skills
Event Planning, Event Management, Project Coordination, Customer Service, Designs, Microsoft Office, Photoshop, Funerals, Customer Engagement, Long-term Customer..., PowerPoint, Project Management, Time Management, Public Speaking, Management
Education
Cincinnati College of Mortuary Science 2003 — 2005
Mortuary Science and Embalming/Embalmer
Miami University 2001 — 2004
Management Information Systems, General
Colorado Visiting Nurse Association November 2014 - Present
Heritage Littles October 2013 - September 2014
Heritage Bicycles April 2013 - September 2014
Thrivent Financial for Lutherans December 2012 - October 2013
Pinstripes Restaurant 2011 - 2012
Cost Plus World Market 2010 - 2011
Horan & McConaty 2006 - 2010
Skills
Event Planning, Event Management, Project Coordination, Customer Service, Designs, Microsoft Office, Photoshop, Funerals, Customer Engagement, Long-term Customer..., PowerPoint, Project Management, Time Management, Public Speaking, Management
Education
Cincinnati College of Mortuary Science 2003 — 2005
Mortuary Science and Embalming/Embalmer
Miami University 2001 — 2004
Management Information Systems, General
Kevin Kurtis, CTPA Kevin Kurtis, CTPA's Thrivent Financial for Lutherans Experience August 2010 - February 2011
Job Associate Portfolio Manager at BMO Private Banking
Industry Financial Services
Experience
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
BMO Private Banking February 2015 - Present
BMO Harris Private Banking August 2013 - February 2015
Merrill Lynch June 2012 - 2013
Fifth Third Bank February 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - February 2011
UPS October 2003 - July 2010
Experiential Learning Center January 2010 - May 2010
Skills
Series 7, Financial Analysis, Banking, Investments, Excel, PowerPoint, Word, Corporate Finance, Insurance, Microsoft Office, Access, Customer Service, Problem Solving, Data Analysis, Outlook, Teamwork, Retail, Microsoft Excel, Microsoft Word
Education
Northern Illinois University - College of Business 2008 — 2010
Bachelor of Science, Finance, Minor: Philosophy
College of DuPage 2005 — 2008
Associate of Arts, Honors
Kevin Michael Lynch Kevin Michael Lynch's Thrivent Financial for Lutherans Experience December 2007 - January 2010
Job Assistant Professor of Insurance
Industry Higher Education
Experience
The American College November 2009 - Present
Thrivent Financial for Lutherans December 2007 - January 2010
K. Lynch & Associates, Inc April 1998 - December 2007
Misubishi Motors Credit of America 1987 - 1995
Skills
Insurance, Management, Estate Planning, Long-term Care, Fixed Annuities, Asset Management, CLU, Retirement, Financial Services, Disability Insurance, Series 7, Investments, Marketing, Strategic Financial..., Retirement Planning, Life Insurance, Training, Leadership, Microsoft Office, Risk Management, Coaching, Financial Planners, Mutual Funds, Employee Benefits, Wealth Management, Financial Planning
Education
Wilmington University 2010 — 2015
DBA, Organizational Leadership
Wilmington University 2010 — 2014
College of Business 1983 — 2005
MBA, Business Administration
Excelsior College 1980 — 1982
BS, Business Administration
Fayetteville Technical Institute 1975 — 1977
AAS, Banking & Finance
Fayetteville Technical Institute 1973 — 1974
AAS, Business Administration
Fayetteville Technical Community College 1970 — 1973
AAS, Marketing
The American College November 2009 - Present
Thrivent Financial for Lutherans December 2007 - January 2010
K. Lynch & Associates, Inc April 1998 - December 2007
Misubishi Motors Credit of America 1987 - 1995
Skills
Insurance, Management, Estate Planning, Long-term Care, Fixed Annuities, Asset Management, CLU, Retirement, Financial Services, Disability Insurance, Series 7, Investments, Marketing, Strategic Financial..., Retirement Planning, Life Insurance, Training, Leadership, Microsoft Office, Risk Management, Coaching, Financial Planners, Mutual Funds, Employee Benefits, Wealth Management, Financial Planning
Education
Wilmington University 2010 — 2015
DBA, Organizational Leadership
Wilmington University 2010 — 2014
College of Business 1983 — 2005
MBA, Business Administration
Excelsior College 1980 — 1982
BS, Business Administration
Fayetteville Technical Institute 1975 — 1977
AAS, Banking & Finance
Fayetteville Technical Institute 1973 — 1974
AAS, Business Administration
Fayetteville Technical Community College 1970 — 1973
AAS, Marketing
Andrew Hering Andrew Hering's Thrivent Financial for Lutherans Experience March 2010 - November 2010
Job SAP Business Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture March 2014 - Present
PNC November 2011 - October 2012
Ameriprise Financial Services, Inc. May 2011 - October 2011
BlueWater Financial LLC November 2010 - January 2011
Thrivent Financial for Lutherans March 2010 - November 2010
Fox Automotive Group November 2009 - January 2010
Skills
SAP TERP 10 Certified, Microsoft Office, Finance, Financial Analysis, Investments, SAP
Education
Central Michigan University 2013 — 2013
Enterprise Systems Graduate Certificate., 3.92
Central Michigan University 2006 — 2009
Enterprise ststems graduate certificate, Finance
Accenture March 2014 - Present
PNC November 2011 - October 2012
Ameriprise Financial Services, Inc. May 2011 - October 2011
BlueWater Financial LLC November 2010 - January 2011
Thrivent Financial for Lutherans March 2010 - November 2010
Fox Automotive Group November 2009 - January 2010
Skills
SAP TERP 10 Certified, Microsoft Office, Finance, Financial Analysis, Investments, SAP
Education
Central Michigan University 2013 — 2013
Enterprise Systems Graduate Certificate., 3.92
Central Michigan University 2006 — 2009
Enterprise ststems graduate certificate, Finance
Ann R. Presley's Thrivent Financial for Lutherans Experience September 2010 - September 2013
Job Professional Administrator
Industry Design
Experience
Freelance Artist January 1985 - Present
IntelliSource March 2014 - May 2014
Willow House September 2010 - October 2013
Thrivent Financial for Lutherans September 2010 - September 2013
Therapy Advantage Inc., March 2012 - June 2013
Kelly Services January 2011 - July 2011
Dedicated Technologies June 2009 - July 2010
Halcyon Solutions Inc. November 2005 - May 2008
ECDI February 2005 - August 2005
Performance Management Associates,. Inc. 1999 - 2005
Skills
Appointment Scheduling, Attention To Detail, Small Business..., Customer Service, Quickbooks, COBRA, HIPAA, Excel, Scheduling, Customer Relations, Problem Solving, Documentation, Outlook, Employee Relations, Administration, Budgeting, Word, Payroll, Process Scheduler, Microsoft Excel, Microsoft Word, Management, QuickBooks, Access
Education
Columbus College of Art & Design 1985 — 1991
BFA, Fine Art
Trinity Lutheran Grade School
Freelance Artist January 1985 - Present
IntelliSource March 2014 - May 2014
Willow House September 2010 - October 2013
Thrivent Financial for Lutherans September 2010 - September 2013
Therapy Advantage Inc., March 2012 - June 2013
Kelly Services January 2011 - July 2011
Dedicated Technologies June 2009 - July 2010
Halcyon Solutions Inc. November 2005 - May 2008
ECDI February 2005 - August 2005
Performance Management Associates,. Inc. 1999 - 2005
Skills
Appointment Scheduling, Attention To Detail, Small Business..., Customer Service, Quickbooks, COBRA, HIPAA, Excel, Scheduling, Customer Relations, Problem Solving, Documentation, Outlook, Employee Relations, Administration, Budgeting, Word, Payroll, Process Scheduler, Microsoft Excel, Microsoft Word, Management, QuickBooks, Access
Education
Columbus College of Art & Design 1985 — 1991
BFA, Fine Art
Trinity Lutheran Grade School
Julie Aalberg's Thrivent Financial for Lutherans Experience March 2008 - November 2012
Job Financial Aid Counselor at Concordia University Portland
Industry Financial Services
Experience
Concordia University Portland November 2012 - Present
Thrivent Financial for Lutherans March 2008 - November 2012
Prince of Peace Lutheran March 2003 - February 2007
Pivotal Data Consulting January 1997 - February 2004
Bonneville Power Administration June 1992 - January 1996
Skills
Project Management, Quality Management, Strategic Planning, Public Relations, Public Speaking, Finance, Conflict Management, Customer Service, Microsoft Office, Cross-functional Team..., Leadership, Standards Compliance, Event Planning, Research, Tactical Planning, Nonprofits, Fundraising, Marketing Communications, Financial Education, Business Development, Strategic Account..., creative pro
Education
Concordia University-Portland 2014 — 2015
Master of Business Administration (MBA), Project Management & Finance, 3.9
Concordia University-Portland 2004 — 2006
Bachelor’s Degree, Business and Health Care Administration, 3.9
Central Washington University 1989 — 1992
Bachelor’s Degree, Communication, Finance and Environmental Science, 3.6
Concordia University Portland November 2012 - Present
Thrivent Financial for Lutherans March 2008 - November 2012
Prince of Peace Lutheran March 2003 - February 2007
Pivotal Data Consulting January 1997 - February 2004
Bonneville Power Administration June 1992 - January 1996
Skills
Project Management, Quality Management, Strategic Planning, Public Relations, Public Speaking, Finance, Conflict Management, Customer Service, Microsoft Office, Cross-functional Team..., Leadership, Standards Compliance, Event Planning, Research, Tactical Planning, Nonprofits, Fundraising, Marketing Communications, Financial Education, Business Development, Strategic Account..., creative pro
Education
Concordia University-Portland 2014 — 2015
Master of Business Administration (MBA), Project Management & Finance, 3.9
Concordia University-Portland 2004 — 2006
Bachelor’s Degree, Business and Health Care Administration, 3.9
Central Washington University 1989 — 1992
Bachelor’s Degree, Communication, Finance and Environmental Science, 3.6
Lee Calamaio's Thrivent Financial for Lutherans Experience March 2008 - Present
Job Licensed Office Professional
Industry Financial Services
Experience
Thrivent Financial for Lutherans March 2008 - Present
Edina Realty December 2001 - December 2008
Wargames West Distribution September 1999 - September 2001
Yaquinto Printing September 1997 - September 1999
Mayfair Games 1995 - 1997
Skills
Series 7, Series 66, Life & Health Insurance..., Customer Service, Outlook, First Time Home Buyers
Education
College of DuPage 1994 — 1996
Thrivent Financial for Lutherans March 2008 - Present
Edina Realty December 2001 - December 2008
Wargames West Distribution September 1999 - September 2001
Yaquinto Printing September 1997 - September 1999
Mayfair Games 1995 - 1997
Skills
Series 7, Series 66, Life & Health Insurance..., Customer Service, Outlook, First Time Home Buyers
Education
College of DuPage 1994 — 1996
Emily Lyons's Thrivent Financial for Lutherans Experience December 2008 - December 2011
Job Loan Servicing Specialist at Wolverine Bank
Industry Environmental Services
Experience
Wolverine Bank November 2014 - Present
LeBlanc Family January 2012 - Present
Wolverine Bank April 2014 - November 2014
City of Midland MI April 2014 - October 2014
Wolverine Bank August 2012 - April 2014
Midland Volunteers for Recycling October 2008 - December 2013
Wolverine Bank November 2009 - December 2011
Thrivent Financial for Lutherans December 2008 - December 2011
Wolverine Bank November 2009 - March 2011
Wolverine Bank November 2009 - September 2010
Skills
Customer Service, Event Planning, Marketing, Social Media, Public Speaking, Marketing Strategy, Training, Sales, Strategic Planning, Team Building, Leadership, Budgets, Management, Retail, Microsoft Office, Fundraising, Program Management, Manufacturing, Time Management, Account Management, Customer Satisfaction, CRM
Education
Michigan State University 1997 — 2003
BS, Horticulture
College of the Ozarks 1995 — 1997
Horticulture
Lutheran High School of St. Charles County 1991 — 1995
diploma, college prep
Wolverine Bank November 2014 - Present
LeBlanc Family January 2012 - Present
Wolverine Bank April 2014 - November 2014
City of Midland MI April 2014 - October 2014
Wolverine Bank August 2012 - April 2014
Midland Volunteers for Recycling October 2008 - December 2013
Wolverine Bank November 2009 - December 2011
Thrivent Financial for Lutherans December 2008 - December 2011
Wolverine Bank November 2009 - March 2011
Wolverine Bank November 2009 - September 2010
Skills
Customer Service, Event Planning, Marketing, Social Media, Public Speaking, Marketing Strategy, Training, Sales, Strategic Planning, Team Building, Leadership, Budgets, Management, Retail, Microsoft Office, Fundraising, Program Management, Manufacturing, Time Management, Account Management, Customer Satisfaction, CRM
Education
Michigan State University 1997 — 2003
BS, Horticulture
College of the Ozarks 1995 — 1997
Horticulture
Lutheran High School of St. Charles County 1991 — 1995
diploma, college prep
Sharon Swagger's Thrivent Financial for Lutherans Experience 1995 - 2004
Job Business Risk Manager IT Audit , CISA
Industry Information Technology and Services
Experience
Thrivent Financial 2009 - Present
Baker Tilly 2005 - 2009
Thrivent Financial for Lutherans 1995 - 2004
National Computer Systems 1994 - 1995
Education
Concordia College 1977 — 1978
BA, Business Administration
Pacific Lutheran University 1974 — 1977
Thrivent Financial 2009 - Present
Baker Tilly 2005 - 2009
Thrivent Financial for Lutherans 1995 - 2004
National Computer Systems 1994 - 1995
Education
Concordia College 1977 — 1978
BA, Business Administration
Pacific Lutheran University 1974 — 1977
Coy Ralley's Thrivent Financial for Lutherans Experience July 2010 - September 2014
Job Experienced Financial Professional
Industry Financial Services
Experience
COUNTRY Financial® September 2014 - Present
Thrivent Financial for Lutherans July 2010 - September 2014
Florida Today October 2008 - October 2009
Florida Today October 2007 - October 2008
Florida Today September 2005 - October 2007
USA TODAY October 2003 - September 2005
Skills
Investments, Finance, Retirement, Sales, Marketing Strategy, Strategy, Asset Allocation, Investment Strategies, Customer Service, Wealth Accumulation, Advertising, Life Insurance, Disability Insurance, Financial Analysis, Leadership, Data Analysis, Financial Goals, Microsoft Office, Estate Strategies
Education
Clemson University 1998 — 2003
Bachelor of Science (BS), Graphic Communications
COUNTRY Financial® September 2014 - Present
Thrivent Financial for Lutherans July 2010 - September 2014
Florida Today October 2008 - October 2009
Florida Today October 2007 - October 2008
Florida Today September 2005 - October 2007
USA TODAY October 2003 - September 2005
Skills
Investments, Finance, Retirement, Sales, Marketing Strategy, Strategy, Asset Allocation, Investment Strategies, Customer Service, Wealth Accumulation, Advertising, Life Insurance, Disability Insurance, Financial Analysis, Leadership, Data Analysis, Financial Goals, Microsoft Office, Estate Strategies
Education
Clemson University 1998 — 2003
Bachelor of Science (BS), Graphic Communications
Tim Brosnihan's Thrivent Financial for Lutherans Experience September 2012 - Present
Job Financial Associate at Thrivent Financial for Lutherans
Industry Retail
Experience
Thrivent Financial for Lutherans September 2012 - Present
Softeon inc. August 2011 - February 2012
Sony DADC March 2009 - May 2011
Handleman Company September 2003 - September 2008
Handleman Company September 2003 - September 2008
Handleman Company April 2002 - September 2003
Handleman Company September 2001 - April 2002
Handleman Company October 1998 - September 2001
Handleman Company June 1997 - October 1998
Handleman Company December 1994 - June 1997
Skills
Process Improvement, Inventory Management, Leadership Development, Supply Chain, Forecasting, Logistics, Warehouse Management, Supply Chain Management, Leadership, Management, Cross-functional Team..., Product Management, Purchasing, Warehousing, Retail, Procurement, Budgets, Project Management, Team Building, Inventory Control, Income Statement, Business Process..., Change Management, Project Planning, Training, Demand Planning, ERP, CRM, Employee Training, Business Process, Account Management, Analysis, Distribution Center..., Customer Service, Team Leadership, Pricing, Recruiting, Business Analysis, Sales, Vendor Management, Strategic Planning, Customer Satisfaction, Negotiation, Operations Management, Strategy, P&L Management, New Business Development, Supply Chain..., Contract Negotiation, Human Resources
Education
College of DuPage 1975 — 1977
Accounting
Thrivent Financial for Lutherans September 2012 - Present
Softeon inc. August 2011 - February 2012
Sony DADC March 2009 - May 2011
Handleman Company September 2003 - September 2008
Handleman Company September 2003 - September 2008
Handleman Company April 2002 - September 2003
Handleman Company September 2001 - April 2002
Handleman Company October 1998 - September 2001
Handleman Company June 1997 - October 1998
Handleman Company December 1994 - June 1997
Skills
Process Improvement, Inventory Management, Leadership Development, Supply Chain, Forecasting, Logistics, Warehouse Management, Supply Chain Management, Leadership, Management, Cross-functional Team..., Product Management, Purchasing, Warehousing, Retail, Procurement, Budgets, Project Management, Team Building, Inventory Control, Income Statement, Business Process..., Change Management, Project Planning, Training, Demand Planning, ERP, CRM, Employee Training, Business Process, Account Management, Analysis, Distribution Center..., Customer Service, Team Leadership, Pricing, Recruiting, Business Analysis, Sales, Vendor Management, Strategic Planning, Customer Satisfaction, Negotiation, Operations Management, Strategy, P&L Management, New Business Development, Supply Chain..., Contract Negotiation, Human Resources
Education
College of DuPage 1975 — 1977
Accounting
Amy Marsden's Thrivent Financial for Lutherans Experience 1997 - 2002
Job Partner Account Executive at Discovery Benefits
Industry Financial Services
Experience
Discovery Benefits January 2013 - Present
Stratford Fidelity 2010 - 2012
Clark Consulting April 2002 - December 2009
Thrivent Financial for Lutherans 1997 - 2002
Skills
Securities, Insurance, Employee Benefits, Process Improvement, Customer Service, Strategic Planning, Health Insurance, Life Insurance, Leadership, Business Analysis, Project Management, Team Building, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Coaching, Financial Services, Microsoft Word, Analysis, Retirement, Account Management, Sales, Training
Education
University of St. Thomas - Opus College of Business 1998 — 2002
M.B.A., Management
Concordia College
B.A., Elementary Education
Discovery Benefits January 2013 - Present
Stratford Fidelity 2010 - 2012
Clark Consulting April 2002 - December 2009
Thrivent Financial for Lutherans 1997 - 2002
Skills
Securities, Insurance, Employee Benefits, Process Improvement, Customer Service, Strategic Planning, Health Insurance, Life Insurance, Leadership, Business Analysis, Project Management, Team Building, Microsoft Excel, Management, Microsoft Office, Financial Analysis, Coaching, Financial Services, Microsoft Word, Analysis, Retirement, Account Management, Sales, Training
Education
University of St. Thomas - Opus College of Business 1998 — 2002
M.B.A., Management
Concordia College
B.A., Elementary Education
Diana Leonard's Thrivent Financial for Lutherans Experience 1991 - 2010
Job Communications consultant at The Wellness Group/Right Product for...
Industry Insurance
Experience
The Wellness Group/Right Product for... January 2010 - Present
Network Health Plan 2012 - 2014
Thrivent Financial for Lutherans 1991 - 2010
Skills
Public Speaking, Internal Communications, Process Improvement, Event Planning, Project Management, Marketing Communications, Newsletters, Fundraising, Strategic Communications, Marketing, Leadership, W3C Accessibility, Enterprise Content..., Nonprofits, Web Content
Education
University of Dubuque 1980 — 1984
MDiv, Theology
University of Iowa 1973 — 1974
MA, Library Science
Coe College 1970 — 1973
BA, History
The Wellness Group/Right Product for... January 2010 - Present
Network Health Plan 2012 - 2014
Thrivent Financial for Lutherans 1991 - 2010
Skills
Public Speaking, Internal Communications, Process Improvement, Event Planning, Project Management, Marketing Communications, Newsletters, Fundraising, Strategic Communications, Marketing, Leadership, W3C Accessibility, Enterprise Content..., Nonprofits, Web Content
Education
University of Dubuque 1980 — 1984
MDiv, Theology
University of Iowa 1973 — 1974
MA, Library Science
Coe College 1970 — 1973
BA, History
Ellen Halverson, CID, MA's Thrivent Financial for Lutherans Experience 2002 - 2004
Job Crisis Mental Health Practioner at People Incorporated
Industry Facilities Services
Experience
People Incorporated August 2010 - Present
Seeking a Position July 2008 - August 2010
Carlson Companies June 2004 - June 2008
Thrivent Financial for Lutherans 2002 - 2004
Shea, Inc 2000 - 2002
Carlson Companies 1987 - 2000
Skills
Microsoft Office, Budgets, Project Management, Interior Design, Space-planning, Project Planning, Furniture, Crisis Intervention, Risk Assessment, Problem Solving, Solution-Focused Brief..., Group Dynamics, Management, Leadership, Facilities Management, Customer Service, Construction, Marketing, AutoCAD, Strategy, Healthcare, CRM, FF&E, Contract Negotiation, Renovation, Space planning, Training, Strategic Planning, Team Building, Team Leadership, Retail, Space Planning
Education
University of St. Thomas - Opus College of Business 2009 — 2009
Masters, Mini Master of Project Management
University of St. Thomas 1998 — 2004
MA, Counseling Psychology
University of Wisconsin-Stout 1979 — 1983
BA, Art and Interior Design
Concordia College 1978 — 1979
Undergraduate studies, Liberal Arts
People Incorporated August 2010 - Present
Seeking a Position July 2008 - August 2010
Carlson Companies June 2004 - June 2008
Thrivent Financial for Lutherans 2002 - 2004
Shea, Inc 2000 - 2002
Carlson Companies 1987 - 2000
Skills
Microsoft Office, Budgets, Project Management, Interior Design, Space-planning, Project Planning, Furniture, Crisis Intervention, Risk Assessment, Problem Solving, Solution-Focused Brief..., Group Dynamics, Management, Leadership, Facilities Management, Customer Service, Construction, Marketing, AutoCAD, Strategy, Healthcare, CRM, FF&E, Contract Negotiation, Renovation, Space planning, Training, Strategic Planning, Team Building, Team Leadership, Retail, Space Planning
Education
University of St. Thomas - Opus College of Business 2009 — 2009
Masters, Mini Master of Project Management
University of St. Thomas 1998 — 2004
MA, Counseling Psychology
University of Wisconsin-Stout 1979 — 1983
BA, Art and Interior Design
Concordia College 1978 — 1979
Undergraduate studies, Liberal Arts
Valerie Martinson's Thrivent Financial for Lutherans Experience 2004 - Present
Job Senior Fund Initiative Manager at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Gilda's Club Twin Cities 2007 - Present
Thrivent Financial for Lutherans 2004 - Present
Thrivent Financial for Lutherans 2000 - 2004
Lutheran Brotherhood 1987 - 2001
Skills
Series 7, 24 and 27..., Mutual Funds, Securities, Series 24, Financial Advisory, Financial Services
Education
University of St. Thomas 2008 — 2008
Mini MBA, Non-Profit/Public/Organizational Management
Concordia College 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Pelican Rapids High School 1980 — 1983
Gilda's Club Twin Cities 2007 - Present
Thrivent Financial for Lutherans 2004 - Present
Thrivent Financial for Lutherans 2000 - 2004
Lutheran Brotherhood 1987 - 2001
Skills
Series 7, 24 and 27..., Mutual Funds, Securities, Series 24, Financial Advisory, Financial Services
Education
University of St. Thomas 2008 — 2008
Mini MBA, Non-Profit/Public/Organizational Management
Concordia College 1983 — 1987
Bachelor of Business Administration (BBA), Accounting
Pelican Rapids High School 1980 — 1983
Tiffany M. Darst's Thrivent Financial for Lutherans Experience October 2010 - October 2011
Job VPInvestments, Financial Advisor Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2011 - September 2015
Thrivent Financial for Lutherans October 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - October 2010
Thrivent Financial for Lutherans September 2008 - June 2009
Education
Cleveland State University 2004 — 2006
Bachelors, Business Administration, Economics
JPMorgan Chase & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2011 - September 2015
Thrivent Financial for Lutherans October 2010 - October 2011
Wells Fargo Advisors, LLC June 2009 - October 2010
Thrivent Financial for Lutherans September 2008 - June 2009
Education
Cleveland State University 2004 — 2006
Bachelors, Business Administration, Economics
Sabrina Cogger's Thrivent Financial for Lutherans Experience 1998 - 2003
Job Manager, Enterprise Security & Risk Management at Noridian Mutual Insurance
Industry Information Technology and Services
Experience
Noridian Mutual Insurance September 2014 - Present
Noridian Mutual Insurance August 2013 - September 2014
Eide Bailly Technology Consulting July 2013 - August 2013
Noridian Mutual Insurance May 2012 - July 2013
Malmstrom Air Force Base October 2010 - May 2012
Lockheed Martin Information Technology July 2003 - September 2010
Thrivent Financial for Lutherans 1998 - 2003
Skills
Requirements Analysis, Visio, Process Improvement, Requirements Gathering, SDLC, Requirements Management, Software Documentation, Program Management, Business Process..., Business Requirements, SharePoint, User Acceptance Testing, Six Sigma, Analysis
Education
Colorado Technical University-Online 2006 — 2008
Master's degree, Information Technology Management
Minnesota State University, Moorhead 1991 — 1995
Bachelor's degree, Business Management
Noridian Mutual Insurance September 2014 - Present
Noridian Mutual Insurance August 2013 - September 2014
Eide Bailly Technology Consulting July 2013 - August 2013
Noridian Mutual Insurance May 2012 - July 2013
Malmstrom Air Force Base October 2010 - May 2012
Lockheed Martin Information Technology July 2003 - September 2010
Thrivent Financial for Lutherans 1998 - 2003
Skills
Requirements Analysis, Visio, Process Improvement, Requirements Gathering, SDLC, Requirements Management, Software Documentation, Program Management, Business Process..., Business Requirements, SharePoint, User Acceptance Testing, Six Sigma, Analysis
Education
Colorado Technical University-Online 2006 — 2008
Master's degree, Information Technology Management
Minnesota State University, Moorhead 1991 — 1995
Bachelor's degree, Business Management
Henry Yan's Thrivent Financial for Lutherans Experience October 2006 - January 2010
Job Director of Architecture at United Health Group
Industry Information Technology and Services
Experience
United Health Group April 2013 - Present
Lifetime August 2012 - March 2013
GE Capital August 2010 - July 2012
Thrivent Financial for Lutherans October 2006 - January 2010
GE Capital January 2004 - September 2004
Carlson Marketing April 2000 - March 2003
CitiCorp 1996 - 1997
Skills
Enterprise Architecture, SOA, Software Development, Business Intelligence, Integration, SDLC, Data Modeling, Data Warehousing, ETL, Management, Master Data Management, Business Analysis, Solution Architecture, Requirements Analysis, Enterprise Software, Java Enterprise Edition, Web Services, Web Applications, Governance, Architecture, Project Portfolio..., Agile Methodologies, IT Strategy, Vendor Management
Education
Case Western Reserve University 1985 — 1990
Bachelor of Science (BS), Computer Science
United Health Group April 2013 - Present
Lifetime August 2012 - March 2013
GE Capital August 2010 - July 2012
Thrivent Financial for Lutherans October 2006 - January 2010
GE Capital January 2004 - September 2004
Carlson Marketing April 2000 - March 2003
CitiCorp 1996 - 1997
Skills
Enterprise Architecture, SOA, Software Development, Business Intelligence, Integration, SDLC, Data Modeling, Data Warehousing, ETL, Management, Master Data Management, Business Analysis, Solution Architecture, Requirements Analysis, Enterprise Software, Java Enterprise Edition, Web Services, Web Applications, Governance, Architecture, Project Portfolio..., Agile Methodologies, IT Strategy, Vendor Management
Education
Case Western Reserve University 1985 — 1990
Bachelor of Science (BS), Computer Science
Scott Wardell, CFP's Thrivent Financial for Lutherans Experience August 2002 - February 2008
Job Wealth Advisor at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2002 - Present
Montgomery Orchard January 1998 - Present
Wealth Enhancement Group February 2008 - February 2009
Thrivent Financial for Lutherans August 2002 - February 2008
American Express Financial Advisors 1982 - 2002
Skills
Expert Apple Trimmer, Budding Naturalist, Apple Cider Meister, Christmas Glogg Maker, Retirement Planning, Wealth Management
Education
College for Financial Planning 1989 — 1992
MS Retirement Planning, Retirement Planning and Estate Planning
University of Minnesota-Twin Cities 1974 — 1980
BS, Business
Edina West High School 1970 — 1974
Thrivent Financial August 2002 - Present
Montgomery Orchard January 1998 - Present
Wealth Enhancement Group February 2008 - February 2009
Thrivent Financial for Lutherans August 2002 - February 2008
American Express Financial Advisors 1982 - 2002
Skills
Expert Apple Trimmer, Budding Naturalist, Apple Cider Meister, Christmas Glogg Maker, Retirement Planning, Wealth Management
Education
College for Financial Planning 1989 — 1992
MS Retirement Planning, Retirement Planning and Estate Planning
University of Minnesota-Twin Cities 1974 — 1980
BS, Business
Edina West High School 1970 — 1974
Brent. Boraas's Thrivent Financial for Lutherans Experience CPAMcGladrey & PullenJune 1993 - May 1996
Job Financial Consultant at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans CPAMcGladrey & PullenJune 1993 - May 1996
Education
Concordia College 1989 — 1993
B.A., Business/Accounting
Thrivent Financial for Lutherans CPAMcGladrey & PullenJune 1993 - May 1996
Education
Concordia College 1989 — 1993
B.A., Business/Accounting
Melanie Hendrix's Thrivent Financial for Lutherans Experience Financial RepresentativeThrivent Financial for LutheransJanuary 2008 - Present
Job Financial Representative at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans Financial RepresentativeThrivent Financial for LutheransJanuary 2008 - Present
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Marketing, Marketing and Finance
Thrivent Financial for Lutherans Financial RepresentativeThrivent Financial for LutheransJanuary 2008 - Present
Education
Clemson University - College of Business and Behavioral Science 1999 — 2003
Marketing, Marketing and Finance
Stephen Florentino's Thrivent Financial for Lutherans Experience November 2011 - Present
Job Application Engineer
Industry Computer Software
Experience
Thrivent Financial for Lutherans November 2011 - Present
Skills
Java, SQL, JavaScript, Spring, Struts, Hibernate, JUnit, Linux, SOAP, Python, Perl, Unix Shell Scripting, HTML, CSS, JSON, XML, UML, J2EE, WebSphere Application..., Apache, AIX, SQL Server 2000-2008, Anthill, Maven, Glassfish, PostgreSQL, VBA, Access, Java Enterprise Edition, Tomcat
Education
University of Minnesota-Twin Cities 2007 — 2009
BS, Computer Science
Century College 2004 — 2007
AS, Computer Science
Thrivent Financial for Lutherans November 2011 - Present
Skills
Java, SQL, JavaScript, Spring, Struts, Hibernate, JUnit, Linux, SOAP, Python, Perl, Unix Shell Scripting, HTML, CSS, JSON, XML, UML, J2EE, WebSphere Application..., Apache, AIX, SQL Server 2000-2008, Anthill, Maven, Glassfish, PostgreSQL, VBA, Access, Java Enterprise Edition, Tomcat
Education
University of Minnesota-Twin Cities 2007 — 2009
BS, Computer Science
Century College 2004 — 2007
AS, Computer Science
Mike Beaumia's Thrivent Financial for Lutherans Experience June 1975 - October 1998
Job SQL Database Administrator at National Audit
Industry Information Technology and Services
Experience
National Audit November 2010 - Present
Shopko November 1998 - August 2009
Shopko Stores 1998 - 2009
Thrivent Financial for Lutherans June 1975 - October 1998
Skills
Microsoft SQL Server, DB2, ETL, Databases, Oracle, Disaster Recovery, Database Design, Business Analysis, Software Documentation, System Design, SQL, Data Warehousing, PL/SQL, Analysis, Data Modeling, Relational Databases, COBOL, SQL Tuning, Testing, Mainframe, Requirements Gathering
Education
Carthage College 1971 — 1975
B.A., Mathematics and Physics
National Audit November 2010 - Present
Shopko November 1998 - August 2009
Shopko Stores 1998 - 2009
Thrivent Financial for Lutherans June 1975 - October 1998
Skills
Microsoft SQL Server, DB2, ETL, Databases, Oracle, Disaster Recovery, Database Design, Business Analysis, Software Documentation, System Design, SQL, Data Warehousing, PL/SQL, Analysis, Data Modeling, Relational Databases, COBOL, SQL Tuning, Testing, Mainframe, Requirements Gathering
Education
Carthage College 1971 — 1975
B.A., Mathematics and Physics
Klay Kennedy's Thrivent Financial for Lutherans Experience September 2011 - November 2013
Job Investment Consultant at BB&T, Assistant Vice President
Industry Financial Services
Experience
BB&T Investment Services November 2013 - Present
Thrivent Financial for Lutherans September 2011 - November 2013
First Federal 2007 - October 2011
Coastal Federal Bank 2004 - 2007
Skills
Series 7, Series 66, Sc life and health, Finance, Investments, Portfolio Management, Financial Services, Financial Analysis, Credit, Loans, Uniform Combined State..., Consumer Lending
Education
Coastal Carolina University 1997 — 2003
BS, Business Administration
BB&T Investment Services November 2013 - Present
Thrivent Financial for Lutherans September 2011 - November 2013
First Federal 2007 - October 2011
Coastal Federal Bank 2004 - 2007
Skills
Series 7, Series 66, Sc life and health, Finance, Investments, Portfolio Management, Financial Services, Financial Analysis, Credit, Loans, Uniform Combined State..., Consumer Lending
Education
Coastal Carolina University 1997 — 2003
BS, Business Administration
Paul Althouse's Thrivent Financial for Lutherans Experience January 1991 - June 1991
Job
Industry Information Technology and Services
Experience
Franklin County Department of Job and Family Services 1997 - Present
Franklin County Department of Job and Family Services July 1991 - August 1997
Thrivent Financial for Lutherans January 1991 - June 1991
Sonny's Guitar Shop January 1981 - November 1990
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, HTML, Editing, Strategic Planning, Project Planning, Public Relations, Software Documentation, Research, Government, Policy, Data Analysis, Outlook
Education
College of Charleston 1968 — 1972
Bachelor of Science (BS), Psychology
Franklin County Department of Job and Family Services 1997 - Present
Franklin County Department of Job and Family Services July 1991 - August 1997
Thrivent Financial for Lutherans January 1991 - June 1991
Sonny's Guitar Shop January 1981 - November 1990
Skills
Customer Service, Microsoft Word, Microsoft Excel, PowerPoint, HTML, Editing, Strategic Planning, Project Planning, Public Relations, Software Documentation, Research, Government, Policy, Data Analysis, Outlook
Education
College of Charleston 1968 — 1972
Bachelor of Science (BS), Psychology
Barb Fagerberg's Thrivent Financial for Lutherans Experience January 2014 - Present
Job Principal Application Engineer at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans January 2014 - Present
Education
Concordia College 1975 — 1979
BA, Math/Physical Education
Thrivent Financial for Lutherans January 2014 - Present
Education
Concordia College 1975 — 1979
BA, Math/Physical Education
Jon Skov's Thrivent Financial for Lutherans Experience September 2010 - Present
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial for Lutherans September 2010 - Present
GlaxoSmithKline October 2008 - June 2010
GlaxoSmithKline April 2007 - August 2008
GlaxoSmithKline October 2006 - April 2007
GlaxoSmithKline January 2004 - October 2006
Former Employers November 1995 - December 2003
Skills
Financial Services, Retirement Planning, IRAs, Life Insurance, Investment Management, Debt Elimination, Income Protection
Education
Colorado State University 1993 — 1995
MS, Exercise & Sport Science
Montana State University-Bozeman 1989 — 1992
BS, Wildlife Biology
Concordia College 1987 — 1989
Biology, General
Thrivent Financial for Lutherans September 2010 - Present
GlaxoSmithKline October 2008 - June 2010
GlaxoSmithKline April 2007 - August 2008
GlaxoSmithKline October 2006 - April 2007
GlaxoSmithKline January 2004 - October 2006
Former Employers November 1995 - December 2003
Skills
Financial Services, Retirement Planning, IRAs, Life Insurance, Investment Management, Debt Elimination, Income Protection
Education
Colorado State University 1993 — 1995
MS, Exercise & Sport Science
Montana State University-Bozeman 1989 — 1992
BS, Wildlife Biology
Concordia College 1987 — 1989
Biology, General
Jaime Fageroos's Thrivent Financial for Lutherans Experience August 2000 - July 2005
Job Application Analyst Senior at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group Application Analyst - LeadPrincipal Financial GroupJuly 2005 - September 2013
Thrivent Financial for Lutherans August 2000 - July 2005
Minnesota Life January 1998 - August 2000
Skills
SQL DB2, COBOL, PL/1, Technical Solution...
Education
Central College 1994 — 1998
Bachelor of Arts, Management Information Systems
Principal Financial Group Application Analyst - LeadPrincipal Financial GroupJuly 2005 - September 2013
Thrivent Financial for Lutherans August 2000 - July 2005
Minnesota Life January 1998 - August 2000
Skills
SQL DB2, COBOL, PL/1, Technical Solution...
Education
Central College 1994 — 1998
Bachelor of Arts, Management Information Systems
Heather Pankratz's Thrivent Financial for Lutherans Experience April 2009 - December 2010
Job Team Leader & Beauty Consultant with Mary Kay Cosmetics
Industry Cosmetics
Experience
Mary Kay Inc. June 2007 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Thrivent Financial for Lutherans April 2009 - December 2010
Janiczek & Company, Ltd. January 2003 - March 2007
Merrill Lynch December 1996 - May 2002
Skills
Workshops, Series 7, Skin Care, Cosmetics, Gifts, Financial Services, Fragrance, Glamour, Beauty Industry, Marketing, Customer Service, Direct Sales, Makeovers, Microsoft Office, Sales, Marketing Strategy, Parties, Small Business, Finance, Insurance, Bridal Showers, Event Planning, Retail, Trade Shows, Training, Leadership, Healthcare, Account Management, Team Building, Project Planning, Coaching, Social Networking, Microsoft Excel, Salesforce.com, Recruiting, Inventory Management, Management, Leadership Development, Team Leadership, Public Speaking
Education
Colorado State University 1989 — 1993
BS, Exercise and Sport Science
Mary Kay Inc. June 2007 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Thrivent Financial for Lutherans April 2009 - December 2010
Janiczek & Company, Ltd. January 2003 - March 2007
Merrill Lynch December 1996 - May 2002
Skills
Workshops, Series 7, Skin Care, Cosmetics, Gifts, Financial Services, Fragrance, Glamour, Beauty Industry, Marketing, Customer Service, Direct Sales, Makeovers, Microsoft Office, Sales, Marketing Strategy, Parties, Small Business, Finance, Insurance, Bridal Showers, Event Planning, Retail, Trade Shows, Training, Leadership, Healthcare, Account Management, Team Building, Project Planning, Coaching, Social Networking, Microsoft Excel, Salesforce.com, Recruiting, Inventory Management, Management, Leadership Development, Team Leadership, Public Speaking
Education
Colorado State University 1989 — 1993
BS, Exercise and Sport Science
Amy Raghuraman's Thrivent Financial for Lutherans Experience July 2008 - September 2008
Job Certified Pharmacy Technician
Industry Pharmaceuticals
Experience
Humana August 2015 - Present
Humana October 2013 - August 2015
Humana November 2012 - 2013
Adecco Staffing, USA April 2012 - November 2012
Lakota Local Schools August 2008 - April 2012
Thrivent Financial for Lutherans July 2008 - September 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Spanish
Education
Xavier University 2008 — 2010
Master of Education, Secondary Eduation
Centre College 2004 — 2008
B.A., Spanish
Humana August 2015 - Present
Humana October 2013 - August 2015
Humana November 2012 - 2013
Adecco Staffing, USA April 2012 - November 2012
Lakota Local Schools August 2008 - April 2012
Thrivent Financial for Lutherans July 2008 - September 2008
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Spanish
Education
Xavier University 2008 — 2010
Master of Education, Secondary Eduation
Centre College 2004 — 2008
B.A., Spanish
Shari Anderson's Thrivent Financial for Lutherans Experience June 2004 - October 2008
Job Property and Casualty licensed agent
Industry Insurance
Experience
MetLife September 2014 - Present
Consulting Engagements July 2012 - Present
Charlotte School of Law August 2010 - January 2012
Bankers Life and Casualty October 2008 - May 2010
Thrivent Financial for Lutherans June 2004 - October 2008
SEI LLC November 2001 - January 2004
Shari Anderson Vocal Studio September 1994 - October 2000
Barker Uerlings November 1995 - September 1999
Control-o-fax September 1983 - October 1994
Skills
Public Speaking, Customer Relations, Insurance, Compliance, Supervisory Skills, Team Leadership, Customer Service, Microsoft Office, Research, Records, Employee Benefits, Investments, Volunteer Management, Small Business, Strategic Planning, Analysis, Orientation, Proposal Writing, Claims, Technical Writing, Invoicing, Documentation, Scheduling, Coaching, Credit, Employee Relations, Financial Analysis, Event Planning, Accounting, Data Entry, Process Improvement, Retail, Management, CRM, Recruiting, Sales, Leadership
Education
Concordia College 1978 — 1982
Bachelor's degree, Philosophy and Communications, Magna Cum Laude
MetLife September 2014 - Present
Consulting Engagements July 2012 - Present
Charlotte School of Law August 2010 - January 2012
Bankers Life and Casualty October 2008 - May 2010
Thrivent Financial for Lutherans June 2004 - October 2008
SEI LLC November 2001 - January 2004
Shari Anderson Vocal Studio September 1994 - October 2000
Barker Uerlings November 1995 - September 1999
Control-o-fax September 1983 - October 1994
Skills
Public Speaking, Customer Relations, Insurance, Compliance, Supervisory Skills, Team Leadership, Customer Service, Microsoft Office, Research, Records, Employee Benefits, Investments, Volunteer Management, Small Business, Strategic Planning, Analysis, Orientation, Proposal Writing, Claims, Technical Writing, Invoicing, Documentation, Scheduling, Coaching, Credit, Employee Relations, Financial Analysis, Event Planning, Accounting, Data Entry, Process Improvement, Retail, Management, CRM, Recruiting, Sales, Leadership
Education
Concordia College 1978 — 1982
Bachelor's degree, Philosophy and Communications, Magna Cum Laude
Brad Maggard's Thrivent Financial for Lutherans Experience October 1999 - October 2013
Job Data Engineer at Highwinds
Industry Information Technology and Services
Experience
Highwinds March 2015 - Present
Thrivent Financial for Lutherans October 1999 - October 2013
Secura Insurance 1995 - 1999
Policy Management Systems Corporation 1992 - 1995
Skills
Enterprise Architecture, DB2, Linux, Data Warehousing, SQL, Database Design, AIX, Unix, Data Modeling, Disaster Recovery, Databases, SDLC, SQL Tuning, Requirements Analysis, Business Analysis, Visio, IT Strategy, Requirements Gathering, Business Intelligence, Vendor Management, Software Documentation, SOA, IBM AIX
Education
Central Carolina Technical College 1990 — 1992
Associate's degree, Computer Technology
Central Carolina Technical College 1990 — 1992
Associate's degree, Computer Technology
Highwinds March 2015 - Present
Thrivent Financial for Lutherans October 1999 - October 2013
Secura Insurance 1995 - 1999
Policy Management Systems Corporation 1992 - 1995
Skills
Enterprise Architecture, DB2, Linux, Data Warehousing, SQL, Database Design, AIX, Unix, Data Modeling, Disaster Recovery, Databases, SDLC, SQL Tuning, Requirements Analysis, Business Analysis, Visio, IT Strategy, Requirements Gathering, Business Intelligence, Vendor Management, Software Documentation, SOA, IBM AIX
Education
Central Carolina Technical College 1990 — 1992
Associate's degree, Computer Technology
Central Carolina Technical College 1990 — 1992
Associate's degree, Computer Technology
Shirley Pues's Thrivent Financial for Lutherans Experience 2007 - Present
Job Advanced Support Rep Annuity/Settlement Option New business at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans 2007 - Present
Thrivent Financial for Lutherans 2002 - 2007
The Guardian Life Insurance Company of America 1994 - 2002
The Guardian Life Insurance Company of America 1991 - 1994
Education
Community College of the Air Force
Associate's degree, Financial Management
York Central School
Diploma, Mathematics, Science, Business
Thrivent Financial for Lutherans 2007 - Present
Thrivent Financial for Lutherans 2002 - 2007
The Guardian Life Insurance Company of America 1994 - 2002
The Guardian Life Insurance Company of America 1991 - 1994
Education
Community College of the Air Force
Associate's degree, Financial Management
York Central School
Diploma, Mathematics, Science, Business
Brad Brady's Thrivent Financial for Lutherans Experience June 2011 - Present
Job Partner at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans June 2011 - Present
Education
Catawba College 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Thrivent Financial for Lutherans June 2011 - Present
Education
Catawba College 1993 — 1996
Bachelor of Science (BS), Business Administration and Management, General
Sarah Holnagel's Thrivent Financial for Lutherans Experience 2003 - 2005
Job Receivable Specialist at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company June 2011 - Present
Dow Chemical June 2008 - June 2011
Kelly Services February 2005 - June 2008
Thrivent Financial for Lutherans 2003 - 2005
Education
Central Michigan University 2000 — 2002
Bachelor's degree, Finance and Financial Management Services
Delta College 1998 — 2000
Associate's degree, General Studies
The Dow Chemical Company June 2011 - Present
Dow Chemical June 2008 - June 2011
Kelly Services February 2005 - June 2008
Thrivent Financial for Lutherans 2003 - 2005
Education
Central Michigan University 2000 — 2002
Bachelor's degree, Finance and Financial Management Services
Delta College 1998 — 2000
Associate's degree, General Studies
Matthew Hauser, FIC's Thrivent Financial for Lutherans Experience March 2013 - Present
Job Recruiting Specialist at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans March 2013 - Present
Thrivent Financial for Lutherans August 2009 - February 2013
Thrivent Financial for Lutherans January 2008 - August 2009
Thrivent Financial for Lutherans April 2006 - December 2007
Skills
Investments, Securities, Insurance, Retirement, Fixed Annuities, Mutual Funds, Life Insurance, Recruiting, Retirement Strategies, FINRA Series 7, FINRA Series 6, FINRA Series 63, FINRA Series 65
Education
Concordia College-New York 2002 — 2006
Bachelor's degree, Behavioral Sciences
Delta College 2000 — 2002
Thrivent Financial for Lutherans March 2013 - Present
Thrivent Financial for Lutherans August 2009 - February 2013
Thrivent Financial for Lutherans January 2008 - August 2009
Thrivent Financial for Lutherans April 2006 - December 2007
Skills
Investments, Securities, Insurance, Retirement, Fixed Annuities, Mutual Funds, Life Insurance, Recruiting, Retirement Strategies, FINRA Series 7, FINRA Series 6, FINRA Series 63, FINRA Series 65
Education
Concordia College-New York 2002 — 2006
Bachelor's degree, Behavioral Sciences
Delta College 2000 — 2002
Kohler Fredrick's Thrivent Financial for Lutherans Experience September 1996 - December 1997
Job Sergeant/Shift Supervisor at College of Charleston Department of Public Safety
Industry Military
Experience
South Carolina State Guard May 2013 - Present
College of Charleston Department of Public Safety March 2006 - Present
Radio Shack December 2004 - March 2006
Corning Incorporated January 1998 - February 2004
Thrivent Financial for Lutherans September 1996 - December 1997
Englehard Corp. May 1992 - December 1996
Charleston Naval Shipyard October 1976 - October 1991
Skills
Leadership, Military, Military Experience, Weapons, Government, Force Protection, Military Operations, Command, Counterterrorism, Military Training, Law Enforcement, Emergency Management
Education
Trident Technical College 1991 — 1997
None, Chemical Engineering Technology/Technician
College of Charleston 1971 — 1973
none
University of South Carolina 1970 — 1971
None
South Carolina State Guard May 2013 - Present
College of Charleston Department of Public Safety March 2006 - Present
Radio Shack December 2004 - March 2006
Corning Incorporated January 1998 - February 2004
Thrivent Financial for Lutherans September 1996 - December 1997
Englehard Corp. May 1992 - December 1996
Charleston Naval Shipyard October 1976 - October 1991
Skills
Leadership, Military, Military Experience, Weapons, Government, Force Protection, Military Operations, Command, Counterterrorism, Military Training, Law Enforcement, Emergency Management
Education
Trident Technical College 1991 — 1997
None, Chemical Engineering Technology/Technician
College of Charleston 1971 — 1973
none
University of South Carolina 1970 — 1971
None
Wheaton Franciscan Healthcare
MultiCare Health System
Hoag Hospital
The MITRE Corporation
AFS Intercultural Programs
The Henry M. Jackson Foundation for the Advancement of Military Medicine
Society of Women Engineers
San Diego Zoo Global