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
Palmer Group May 2013 - Present
Thrivent Financial for Lutherans January 2012 - May 2013
Kaplan Test Prep and Admissions August 2010 - January 2012
Kaplan Test Prep and Admissions August 2009 - April 2010
Skills
Event Planning, Recruiting, Leadership, Marketing, Marketing Strategy, Management, Sales, Customer Service, Public Speaking, Microsoft Excel, PowerPoint, Social Media, Microsoft Office, Executions, Community Outreach, Coaching, Communication, Nonprofits, Human Resources, Screening, Employee Relations, Temporary Staffing
Education
Iowa State University 2005 — 2009
Hotel, Restaurant and Institution Management
Drake University
Willis 2014 - Present
Aon Risk Solutions 2008 - 2014
Choice Mortgage 2005 - 2008
TCF Bank 2003 - 2005
Thrivent Financial for Lutherans 1998 - 2003
Skills
Insurance, Brokers, Health Insurance, Investment Properties, Mortgage Lending, Refinance, Claim, Sales, Training, Commercial Insurance, Liability, Property & Casualty..., General Insurance, Data Analysis, Professional Liability, Casualty, D&O, Workers Compensation, Employment Practices...
Education
Gustavus Adolphus College 1994 — 1998
Bachelor's degree, Organizational Management & Communication Studies
NFP July 2014 - Present
LPL Financial October 2011 - July 2014
Thrivent Financial for Lutherans 2007 - October 2011
Skills
Series 7, Series 66, CRM, Data Management, Life Insurance, Life & Health Insurance..., Problem Solving, Salesforce.com
Education
Gustavus Adolphus College 2003 — 2007
Financial Economics
Raymond James Financial Services Inc., Member FINRA/SIPC July 2011 - Present
Thrivent Financial for Lutherans November 2001 - July 2011
McLeodUSA September 1999 - October 2001
Skills
Strategic Financial..., Investments, Retirement Planning, Retirement, Estate Planning, Portfolio Management, 401k, Financial Advisory, Investment Strategies, Insurance, Finance, Financial Services, Securities, Asset Allocation, Investment Management, Comprehensive Planning, Financial Planning, Life Insurance, Risk Management, Mutual Funds, Series 7, Wealth Management, Investment Advisory, Excellent Communication, Series 63, Long-term Care
Education
Drake University 1994 — 1998
BAS, Cum Laude, Political Science
American College 2004 — 2009
ChFC, CFP, Chartered Financial Consultant, Certified Financial Planner
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Distribution Theories
Thrivent Financial for Lutherans November 2013 - Present
TEKsystems November 2012 - November 2013
Humana July 2012 - November 2012
The Guardian Life Insurance Company of America October 2010 - December 2011
The Guardian Life Insurance Company of America April 2003 - July 2010
The Guardian Life Insurance Company of America June 1995 - April 2003
Skills
Microsoft Office, Siebel, Lotus Notes, Mentoring, Training Skills, System Design, Customer Service, Insurance, Insurance claim, Problem Solving, Analyze Problems, Collaborative Style, Project Teams, Project Coordination, Billing Systems, CICS, JAD, User Acceptance Testing, Regression Testing, System Deployment, System Testing, Problem Analysis, Mockups, Job Aids, MS Excel Pivot Tables, Dental Insurance, Vision Insurance, Group Benefit Plans, Process Improvement, Employee Benefits, Training, Call Centers, Visio, Health Insurance, Disability Insurance, Life Insurance, Software Documentation, Requirements Gathering, Business Requirements
Education
Northern Michigan University 1988 — 1991
Bachelors, Accounting
Gogebic Community College 1986 — 1989
Associates of Applied Science, Accounting
Thrivent Financial for Lutherans January 2012 - Present
Thrivent Financial for Lutherans 1981 - Present
Thrivent Financial for Lutherans 1998 - 2001
Skills
Change Management, Program Management, Process Improvement, Marketing Strategy, Team Leadership, Business Analysis, Leadership, Coaching, Insurance, Cross-functional Team..., Vendor Management
Education
Gustavus Adolphus College
Bachelor of Arts (BA), Mathematics
SPS Commerce June 2015 - Present
Gustavus Investment Club September 2014 - May 2015
Gustavus Investment Partnership March 2013 - September 2014
OnApproach May 2014 - August 2014
Thrivent Financial for Lutherans January 2014 - February 2014
Mainstreet Gourmet Bakery October 2013 - December 2013
White Bear Yacht Club June 2012 - August 2013
Skills
Financial Analysis, Microsoft Word, PowerPoint, Social Media, English, Editing
Education
Gustavus Adolphus College 2011 — 2015
Bachelor's degree, Business Administration, Management and English, Junior
Mahtomedi High School
Eau Claire Wesleyan Church September 2015 - Present
New Church Specialties April 2014 - Present
Thrivent Financial for Lutherans October 2011 - October 2012
Church Awakening 2008 - 2010
Ballard Church June 2000 - June 2008
Calvary Temple Seattle January 1997 - August 1999
Overlake Christian Church November 1994 - September 1996
Church at Lakewood September 1986 - August 1994
Skills
Public Speaking, Strategic Planning, Project Management, Management, Training, Leadership, Community Development, Pastoral Care, Church Events, Budgets, Organizational...
Education
The University of North Dakota 1971 — 1976
Bachelor of Science (BS), Music
John Brown University 1974 — 1975
Music
Fuller Theological Seminary
Theology/Theological Studies
Lutheran Brethren Seminary
MA in Religion; Master of Divinity
Thrivent Financial for Lutherans June 2012 - August 2012
Champlin Park High School June 2011 - August 2011
Champlin Park High School June 2010 - August 2010
Education
Gustavus Adolphus College 2010 — 2014
Bachelor of Arts (B.A.), Public Accounting
TD Ameritrade April 2014 - Present
Experian November 2011 - April 2014
Aviva plc September 2010 - December 2010
Network Engineering Technologies February 2010 - August 2010
Thrivent Financial for Lutherans July 2009 - December 2009
Principal Financial Group June 2005 - December 2008
Wells Fargo October 2004 - April 2005
Alliance Technologies 2000 - 2004
Physicians Mutual 1996 - 1999
Skills
MS Project, Business Process, Project Management, Project Planning, Project Portfolio..., PMP, Certified Scrum Master..., Agile Project Management, Management, Analysis, Agile Methodologies, Leadership, Team Leadership, Microsoft Project
Education
International Institute of Learning 2006 — 2008
Project Management Continuing Education
Des Moines Area Community College 2000 — 2001
Health Sciences
University of Nebraska-Lincoln 1993 — 1995
Music Education
Kimball Midwest 2014 - Present
The Strait & Lamp Group June 2011 - January 2015
Home Depot 2010 - 2011
ABC Supply 2009 - 2010
Sidex of Ohio 2004 - 2009
MetLife 2003 - 2004
MetLife 2003 - 2004
MetLife 2003 - 2004
Thrivent Financial for Lutherans 2001 - 2004
Nationwide Insurance 1982 - 2001
Skills
Sales, Budgets, Contract Negotiation, Customer Service, Team Building, Construction, Construction Management, Renovation, Contractors, Residential Homes, Purchasing, Building Materials, Negotiation, Siding, Selling, Outside Sales
Education
Franklin University 1982 — 1987
Business Admin/Finance
Bishop Hartley 1979 — 1982
Travelers March 2015 - Present
Summit Financial Advisors January 2014 - March 2015
Thrivent Financial for Lutherans March 2012 - January 2014
Coram Healthcare December 2010 - January 2012
Gustavus Adolphus College June 2009 - October 2009
Gustavus Adolphus College September 2006 - August 2009
Apple Inc. June 2008 - June 2009
Education
Gustavus Adolphus College 2005 — 2009
B.A., Financial Economics, Religion
Eastview High School 2000 — 2005
Rockford Rescue Mission June 2015 - Present
Rockford Rescue Mission Thrift Store June 2014 - June 2015
COUNTRY Financial® November 2013 - June 2014
Stoughton Trailers, LLC January 2013 - November 2013
Dekalb Forge April 2011 - September 2012
Thrivent Financial for Lutherans March 2010 - April 2011
US Navy 1996 - 2005
Skills
Team Building, Coaching, Teaching, Team Leadership, Retail, Sales, Networking, Social Media Marketing, Marketing, Social Networking, Thrift Stores, Donations, Non-profit Leadership, Volunteer Management, Leadership, Customer Service
Education
Evangel University 2014 — 2016
Bachelor of Science (BS), Church Ministry
Villanova University 2007 — 2007
Certificate, Six Sigma Green Belt
Illinois State University 1987 — 1992
Bachelor of Science (B.S.), Recreation & Park Administration
Deutsche Bank February 2015 - Present
Deutsche Bank November 2013 - February 2015
Deutsche Bank May 2013 - November 2013
Thrivent Financial for Lutherans February 2013 - May 2013
Skills
COTC Regulatory..., Microsoft Excel, Financial Analysis, Microsoft Office, Pivot Tables
Education
Eastern Illinois University 2008 — 2012
Bachelor of science, Finance, Accounting
Cary Grove High School 2004 — 2008
Thrivent Financial for Lutherans August 2013 - Present
Wilmington Friends School September 1995 - June 2013
Wilmington Friends School 1995 - 2013
University of Delaware September 1993 - June 1995
Education
University of Delaware 1992 — 1995
Master of Arts (MA), Foreign Languages and Literatures, General
Dickinson College 1985 — 1989
Bachelor of Arts (B.A.), French and Fine Arts
Dickinson College 1985 — 1989
Bacherlor of Arts, French Language and Literature, Fine Arts Studio
City of Minneapolis - Elections Department June 2014 - Present
City of Minneapolis - City Clerk's Office May 2013 - August 2013
Gustavus Adolphus College September 2011 - May 2012
Thrivent Financial for Lutherans June 2008 - August 2008
Skills
Team Leadership, Event Management, Problem Solving, Community Outreach, Public Speaking, Networking, Microsoft Office, Proposal Writing, Research, Customer Service, Fundraising, Nonprofits, Time Management, Event Planning
Education
Gustavus Adolphus College 2011 — 2015
Political Science and Government, Junior
Luther Crest Bible Camp May 2013 - Present
Grinnell College August 2012 - Present
Grinnell Dining August 2012 - Present
Bello Cucina February 2011 - August 2012
Thrivent Financial for Lutherans September 2010 - August 2012
Skills
Research, Statistics, Higher Education, Community Outreach, Public Speaking, Student Affairs, Editing, Teaching, Minitab, Microsoft Office, Volunteer Management
Education
Grinnell College 2012 — 2016
Psychology
Thrivent Financial February 2013 - February 2015
Thrivent Financial for Lutherans December 2012 - February 2013
SPS Commerce March 2011 - December 2012
SPS Commerce December 2007 - March 2011
SPS Commerce August 2007 - December 2007
SPS Commerce September 2005 - August 2007
Comm-Works June 2004 - September 2005
Skills
Account Management, SaaS, Business Analysis, Customer Service, Supervisory Skills, Salesforce.com..., Customer Relations, Team Leadership, Project Management, Process Improvement, Analysis, Leadership, Salesforce.com
Education
Gustavus Adolphus College 2000 — 2004
BA, Psychology
Trust Point Inc. November 2012 - Present
Anchor Bank December 2010 - November 2012
Minnesota State Retirement System March 2004 - December 2010
Thrivent Financial for Lutherans September 2001 - March 2004
Minnesota Life 2000 - 2000
Skills
401k, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, Process Improvement, Investments, Strategic Financial..., Sales, Relationship Management, Strategic Planning, Wealth Management, Financial Analysis
Education
Gustavus Adolphus College 1998 — 2001
BA, Management & French
Two Harbors High School
Randstad USA April 2015 - Present
Target February 2015 - April 2015
Target June 2013 - February 2015
Gustavus Provost's Office September 2010 - June 2013
Thrivent Financial for Lutherans June 2012 - August 2012
Gustavus Admissions Office January 2011 - February 2011
Skills
Marketing, Customer Service, Microsoft Office, Time Management
Education
Gustavus Adolphus College 2009 — 2013
B.A., Economics
Brainerd High School 2006 — 2009
High School Diploma, General Education
Astrup Drug Companies September 2009 - Present
Smart-Fill Employer Resources, Inc. April 2012 - Present
Merrill Lynch January 2006 - September 2009
Merrill Lynch/Thrivent Financial/Focus Financial Network November 1994 - September 2009
Thrivent Financial for Lutherans April 1992 - November 1994
Skills
Leadership experience, Sales, Information systems, Sales Management, Leadership, Process Improvement, Information Systems, Strategic Planning, Banking, Budgets, CRM, Change Management, Finance, Forecasting, Management, Program Management, Risk Management, Strategy
Education
University of Nebraska-Lincoln 1986 — 1991
BS, Math, Education
Gustavus Adolphus College 1984 — 1986
Math
Gallo-Miller Paint & Collision Repair June 2013 - Present
Transamerica Financial Advisors, Inc. January 2012 - March 2013
Thrivent Financial for Lutherans January 2011 - December 2011
Flagg Creek WRD May 2005 - December 2010
Skills
Series 6, Series 63, Life and Health Licensed, Retirement Planning, Strategic Financial..., Insurance, Wealth Management, Disability Insurance, Bloomberg, 401k, Portfolio Management, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Health Insurance, Employee Benefits, Securities, Financial Advisory, Investment Strategies, Sales Presentations, Investments, Financial Planners, Hiring, Employee Training, Variable Annuities, Variable Life, Independent Contractors, Building Relationships
Education
Eastern Illinois University
B.A., Economics
Lockport Township High School
Lester Buildings June 2012 - Present
JC Penney 2009 - June 2012
Lawn-Master Outdoor Living LLC March 2010 - December 2010
Dale Carnegie Training March 2008 - March 2009
Pella Corporation May 2006 - January 2007
Tuff Shed August 2004 - January 2006
Morton Buildings, Inc. March 1997 - May 2004
Thrivent Financial for Lutherans 1988 - 1997
Lester Buildings 1978 - 1987
Skills
B2B sales, B2C Sales, Prospecting, Marketing, Trade Shows, Business Development, New Business Development, Account Management, Project management, Building permit, Project design, Budget management, Profit & Loss Management, Hiring, Recruiting, Training & Development, Staff Training, B2B services, Prospect Research, Key Account Development, Team Building, Building Relationships, Building Materials, Consensus Building, Client Relationship..., Change Management, Inventory Management, Inventory Valuation, Training Delivery, Online Training, Closing Skills, Objection Handling, Pricing Policy, Pricing Strategy, Pricing Negotiation, Time Management, Cycle Time Reduction, Business Turnaround, Turnkey Projects, Databases, Construction Management, Bid Preparation, Competitive Bidding, Bid Development, Group Presentations, Presentation Coaching, Board Presentations, Sales Management, Salesforce.com, Inside Sales
Education
Gustavus Adolphus College 1977 — 1977
N/A, Business
ARCpoint Labs November 2013 - Present
EmbroidMe April 2012 - October 2013
Volunteer May 2011 - May 2012
Ansay & Associates August 2010 - May 2011
Calder Insurance Agency, LLC April 2008 - May 2010
Thrivent Financial for Lutherans December 2005 - February 2008
United Rentals, Inc 2001 - 2004
Kintetsu World Express, USA 1999 - 2001
BAX Global 1986 - 1999
American TV 1982 - 1986
Skills
General Insurance, Term Life Insurance, Retirement Savings, Insurance Strategies, Investment Strategies, Investment Products, ISO standards, AED, Sales Management, Sales Recruitment, Sales Coach, Capital Budgeting, Expense Budgeting, Strategic Planning, Growing Sales, Conflict Resolution, Lawson Software, Microsoft Office, Well Organised, Attention to detail, First Aid, New Business Development, Insurance, Coaching, Customer Service, Team Building, Mentoring, Customer Relations, Team Leadership, Financial Planning, Negotiation, Forecasting, Retail, Investments, Sales, Budgets, Leadership, Customer Satisfaction, Training, Process Improvement, Small Business, Time Management, Employee Benefits, B2B, Customer Retention, Risk Management, Logistics, Cold Calling, Account Management, Direct Sales
Education
Embry-Riddle Aeronautical University
BS
Appleton HS West
Robert W. Baird & Co. January 2015 - Present
Robert W. Baird & Co. April 2013 - Present
Sealed Air Corporation February 2011 - March 2013
Diversey Inc March 2010 - February 2011
JohnsonDiversey June 2008 - March 2010
Assurant Health September 2007 - May 2008
Thrivent Financial for Lutherans June 2007 - August 2007
Skills
Hyperion Performance..., JD Edwards, Inventory Analysis, Essbase, Budget Process, Business Objects, Financial Reporting, Financial Analysis, Forecasting, Budgets, Sarbanes-Oxley Act, Account Reconciliation, General Ledger, Accounting, Analysis, Consolidation, Cost Accounting, Finance, Hyperion Enterprise, Internal Controls, Logistics, Management, SAP, Strategic Financial..., US GAAP, Variance Analysis, Financial Planning
Education
Marquette University 2004 — 2008
Business Administration, Finance, Economics, French
IECS - The Strasbourg Graduate School of Management 2007 — 2007
Appleton North HS 2000 — 2004
Open to Next Opportunity February 2013 - Present
I Love It Preferred Gifts August 2010 - Present
Quail Crest Estates HOA 2005 - Present
Alcon-Novartis Contractor October 2012 - January 2013
In Transition to next great opportunity September 2010 - September 2012
HealthMarkets December 2007 - August 2010
AMBA June 2007 - November 2007
Thrivent Financial for Lutherans September 2006 - December 2006
Fidelity Investments June 2000 - February 2006
RCG Global Services October 1997 - January 1999
Skills
Requirements Gathering, Elicitation, Business Analysis, Process Improvement, SDLC, Business Development, Functional Testing, Cross-functional Team..., Change Management, Root Cause Analysis, Problem Analysis, Collaborative Problem..., Problem Management, Health Insurance, Healthcare IT, Financial Services, Project Management, Cross Functional Team..., Technical Writing, User Stories, Application Design &..., User Acceptance Testing, User Documentation, End User Training, Teaching, Quality Assurance, Data Analysis, Database Design, Database Administration, MS Office Suite: Word,..., Meeting Leadership, Resource..., Critical Situation..., Marketing Training, Education Management, Instructional Systems..., People Management, Customer Service, Helping Clients Succeed, Telephone Interaction, Negotiation, Microsoft Word, Meeting, PowerPoint, Leadership, Microsoft Excel, Software Documentation, Analysis, Training
Education
Fort Hays State University 1965 — 1969
BS, Business
Cargill October 2014 - Present
PwC August 2012 - October 2014
Thrivent Financial for Lutherans June 2011 - September 2011
Skills
Financial Accounting, Fundraising, Budgets, Leadership, Accounting, Time Management, Microsoft Word, Management, Teamwork, Financial Reporting, PowerPoint, Financial Analysis, Access, Microsoft Office
Education
Gustavus Adolphus College 2008 — 2012
Bachelor of Arts (B.A.), Accounting, 3.71
McGraw-Hill Inc. 2005 - Present
Cigna Investment Management 2002 - 2004
Thrivent Financial for Lutherans 1996 - 2002
Skills
Academic Publishing, Textbooks, Manuscript Development, Publishing, Photo Research, Content Development, Editorial, Online Publishing, Copy Editing, Books, Proofreading, InCopy, Ebooks, Content Management, Editing
Education
University of Northern Iowa 1996 — 1998
Bachelor of Arts (B.A.)
Fullerton College
City and County of Denver 2013 - Present
Compassion by the Book August 2011 - Present
Regis University 2013 - 2013
Thrivent Financial for Lutherans 2012 - 2012
Flatirons Habitat for Humanity 2010 - 2011
Pray With Africa 2009 - 2009
Starbucks Coffee Company May 2007 - November 2008
Nashville Area Habitat for Humanity 2007 - 2008
TMC Properties 2007 - 2007
West End Tavern 2006 - 2007
Skills
Public Relations, Microsoft Office, Non-profits, PowerPoint, Fundraising, Nonprofits, Leadership, Volunteer Management, Event Planning, Program Development, Public Speaking, Social Media, Community Outreach, Business Development, Leadership Development, Community Organizing, International Relations, Grant Writing, Research
Education
Regis University 2010 — 2012
MNM, Masters in Nonprofit Management, A
Eastern University 2009 — 2010
Graduate Certificate, Community Development
Jerusalem University College 2006 — 2006
Study Abroad, Historical Geography
Denver Seminary 2004 — 2006
M.A.:C.S., Theology and Postmodern Culture
University of Colorado Boulder 2000 — 2003
B.A., Humanities: English, Philosophy and Religious Studies
Columbine High School 1996 — 2000
105 Providence Sq. June 2003 - Present
Thrivent Financial for Lutherans August 2002 - September 2003
Greenville/Spartanburg County 7 School District August 1994 - June 2002
Skills
Baking, Landscape, Digital Photography, Scrapbooking, Interior Design
Education
Furman University 1996 — 1998
Master of Arts (MA), Special Education/Learning Disabilites
Presbyterian College 1990 — 1994
Bachelor of Science (BS), Special Education/MR
Thrivent Financial for Lutherans September 2009 - Present
Thrivent Financial for Lutherans March 2007 - September 2009
Thrivent Financial for Lutherans November 2004 - March 2007
Thrivent Financial for Lutherans October 2002 - November 2004
Skills
SQL, Business Analysis, IT Service Management, Access, Business Process..., Management, PMP, Project Portfolio..., Process Improvement, Leadership, Visio, Crystal Reports, PMO, Business Objects, SDLC, Project Management, Vendor Management, ITIL, Data Analysis, Integration, Requirements Gathering, Requirements Analysis, Business Intelligence, Business Process, Program Management, MS Project, Business Requirements, Software Documentation, SharePoint, Enterprise Architecture, Software Project..., IT Strategy
Education
Gustavus Adolphus College 1983 — 1987
Bachelor of Arts, Mathematics / Computer Science
Green's Furnace and Plumbing Dispatch backup, warranties, planned serviceExecutive Assistant / Shipping & Receiving Technician / Materials Control SpecialistBenchmark BiolabsFebruary 2012 - July 2015
Rex Bevins & Associates / Think Green Consulting July 2009 - December 2011
State of Nebraska - Department of Administrative Services - Purchasing Bureau April 2011 - August 2011
EHDI - Nebraska Early Hearing Detection and Intervention - September 2010 - April 2011
Celebrity Staff August 2008 - July 2009
Horowitz Associates 2006 - 2008
Thrivent Financial for Lutherans October 2002 - September 2006
Skills
Customer Service, Computer Proficiency, Executive Support, Microsoft Office, Computer Repair, Executive Administrative, Event Planning, Public Speaking, Training, Outlook, Budgets, Fundraising, Nonprofits, Strategic Planning, PowerPoint, Microsoft Excel
Education
Doane College 2008 — 2010
Liberal Arts, Liberal Arts and Sciences, General Studies and Humanities, summa cum laude
University of Nebraska at Kearney 1987 — 1989
Music Performance, General
Integrity Financial Planning July 2009 - Present
Oppenheimer & Co. March 2008 - June 2009
Thrivent Financial for Lutherans March 2002 - March 2008
Skills
Tax Savings, Financial Planning, Risk Management, Retirement, Fixed Annuities, Estate Planning, Life Insurance, Disability Insurance, Retirement Planning, Insurance, Financial Advisory, Series 7, Investment Advisory, Wealth Management, 401k, Mutual Funds, Asset Allocation, IRAs, Wealth, Wealth Accumulation, Uniform Combined State..., Series 63, 401k Rollovers, Strategic Financial..., Variable Annuities, Long-term Care, Term Life Insurance, Series 6, Investment Strategies, Whole Life, Roth IRA, Wealth Management...
Education
Ferris State University 1990 — 1991
Bachelors Degree, Advertising
Ferris State University 1989 — 1990
Associates Degree, Visual Communications
Northwood University 1983 — 1985
Associate Degree, Business Management
Northwood University 1983 — 1985
Associates Degree, Advertising
VLHS 1979 — 1983
CUNA -- Credit Union National Association 2014 - Present
PRA Group (Nasdaq: PRAA) May 2013 - Present
Thrivent Financial for Lutherans January 2011 - Present
Avista Capital Partners December 2009 - Present
National Down Syndrome Society January 2009 - Present
Fix the Debt Campaign September 2012 - Present
Committee for a Responsible Federal Budget January 2009 - December 2014
Bill & Melinda Gates Foundation October 2011 - 2014
The Nussle Group LLC 2009 - 2014
CNBC 2009 - 2014
Skills
Leader, Communicator, Strategist, Manager, Public Relations, Budget, Strategic Planning, Politics, Leadership, Program Management, Management, Public Policy, Government, Economic Development, Policy Analysis, Strategic Communications, Fundraising, Budgets, Policy, Non-profits, Legislative Relations, Political Campaigns, Nonprofits, International Relations, Leadership Development, Grassroots Organizing, Social Media, Legislation, Volunteer Management, Federal Government, Research, Strategy, Public Speaking, Coalitions, Foreign Policy, Community Outreach, Political Consulting, Speech Writing, Executive Management, Grant Writing, Public Affairs, Political Communication, Event Planning, Proposal Writing, Political Science, Grants, Crisis Communications, Analysis, Media Relations, Community Development
Education
Drake University Law School 1983 — 1985
JD Law
Luther College 1979 — 1983
Liberal Arts
Rønshoved Højskole 1978 — 1979
General
Washington Township Senior Living 2010 - Present
Thrivent Financial for Lutherans 2008 - 2010
St. Joseph's University 1990 - 2007
Radio Shack 1984 - 1990
JSK Management Corp. 1979 - 1984
Skills
Sales, Insurance, Public Speaking, Leadership, Coaching, Team Building, Microsoft Office, Spanish, Teaching, Strategic Planning, Marketing, Writing, Operations Management, Social Media, Training, Outlook
Education
Lutheran Theological Seminary at Philadelphia 1990 — 1993
none
Temple University 1971 — 1974
M.Ed., Educational Technology
Temple University 1967 — 1970
M.A., German Language and Literature
Franklin & Marshall College 1964 — 1967
A.B., German Language and Literature
Drexel Institute of Technology 1962 — 1964
Chemical Engineering
Thrivent Financial January 2014 - Present
Thrivent Financial for Lutherans August 2012 - December 2013
Thirty-One Gifts June 2012 - October 2012
Thrivent Financial for Lutherans April 2011 - August 2012
Thrivent Financial for Lutherans April 2009 - April 2011
Thrivent Financial for Lutherans February 2006 - April 2009
Thrivent Financial for Lutherans March 2003 - February 2006
Boston Market June 1996 - March 2003
Skills
Leadership, Strategy, Marketing, Salesforce.com, Marketing Strategy, Event Planning, Business Planning, Fundraising, Recruiting, Team Leadership, Team Building, Community Outreach, Sales, Nonprofits, Change Management, Analysis, Insurance, Marketing Communications, Newsletters, Project Management, Microsoft Office, Thought Leadership, Strategic Leadership, Event Management, Project Planning, Volunteer Management, Business Coaching, Creativity, Strategic Partnerships, Creative Problem Solving, Training, Building Relationships, Creative Strategy, Strategic Thinking, Event Marketing, Special Events, Event Execution, Meeting Deadlines, Multi-tasking, Volunteer Training, Non-profits, Marketing for Small..., Facebook Marketing, Salesforce Training, Leadership Development, Program Management, Volunteering, Management, Strategic Communications, Social Networking
Education
Elizabethtown College 1997 — 2001
BA, Art & Anthropology/Sociology
Perkiomen Valley High School 1994 — 1997
Diploma, College Prep
Sway Medical July 2013 - July 2014
Integrated Physical Health May 2011 - April 2013
Thrivent Financial for Lutherans 1982 - 2013
UCLA July 2008 - July 2010
Eastern Illinois University June 2006 - June 2008
Skills
Athletic Training, Photography, Corrective Exercise, Soccer, Basketball, Sports, Fitness, Exercise Physiology, Strength Training
Education
Eastern Illinois University 2004 — 2006
MS, Sports Administration
Kansas State University 2000 — 2004
BS, Kinesiology and Athletic Training
Ameritas Financial Center October 2012 - Present
Thrivent Financial for Lutherans June 1993 - September 2011
Ameritas May 1991 - June 1993
Skills
Series 6, Series 7, Series 63, Series 66, Coaching, Social Media, Sales Management, Team Leadership, New Business Development, Networking, Strategic Planning, Revenue Growth..., Marketing Strategy, Staff Development, GAMA Essentials of..., Uniform Combined State..., Insurance, Retirement Planning, Marketing, Leadership, Recruiting, Finance, Retirement, Fixed Annuities, Financial Advisory, Sales, Mutual Funds
Education
Doane College 1987 — 1991
Bachelor's, Business Administration and Economics
Gothenburg High School 1983 — 1987
High School Diploma, College Preparatory Courses
Boulder County Sheriff's Office January 2015 - Present
Boulder County March 2010 - January 2015
JPMorgan Chase June 2008 - March 2010
Thrivent Financial for Lutherans April 2007 - June 2008
Wild Oats Markets April 2004 - April 2007
Skills
Account Reconciliation, Financial Reporting, Accounting, Financial Analysis, Finance, Accounts Payable, Budgets, Forecasting, Internal Audit, Auditing, Payroll, Strategic Financial..., Access, Sales, Process Improvement, Microsoft Excel, Data Analysis, Invoicing, Policy, Financial Statements, Leadership, GAAP, Accounts Receivable, Microsoft Office, Management, Government, PowerPoint, Training, Microsoft Word, Customer Service, Analysis, Sustainability, Team Leadership, Public Speaking, Program Management, Project Management, Research, Project Planning
Education
University of Colorado at Boulder 2005 — 2008
Bachelor of Science (B.S.), Finance, General
Front Range Community College 2003 — 2005
Boom Lab June 2014 - Present
Thrivent Financial for Lutherans August 2012 - May 2014
Gustavus Adolphus College May 2012 - May 2014
Epsilon Pi Alpha Fraternity May 2012 - February 2014
NetApp June 2013 - August 2013
Tunheim Leadership Group, Inc. June 2012 - August 2012
Concordia Language Villages March 2012 - May 2012
AFLV Greek Leadership Conference February 2012 - February 2012
Skills
Leadership, Microsoft Excel, Microsoft Office, Work Ethic, Microsoft Word, PowerPoint, Public Speaking, Event Planning, Data Management, SharePoint, Customer Service, Teamwork, Java, Adaptability, OS X, Business Analysis, Windows 7, Photoshop, Databases, SPSS, Microsoft Publisher, Windows Vista, HTML, Flash, Eclipse, Access, Data Analysis, Mac OS X, Business Process Mapping, VBA
Education
Gustavus Adolphus College 2010 — 2014
Business Management
Thrivent Financial December 2014 - Present
Thrivent Financial April 2014 - Present
Thrivent Financial for Lutherans October 2007 - April 2014
Skills
Process Improvement, Series 7, Operations Management, Change Management, Financial Services, Vendor Management, Strategic Planning, Business Process..., Leadership
Education
Gustavus Adolphus College 1990 — 1994
Bachelor of Arts (B.A.), French Studies, Speech/Communications
ASPIRE GROUP, INC. January 2001 - Present
ASPIRE GROUP, INC. January 2001 - Present
The Hartford 2010 - 2012
Saybrus Partners 2009 - 2010
Midland National Life 2008 - 2009
Thrivent Financial for Lutherans 2004 - 2007
American Expresss Financial Advisors 2000 - 2004
Skills
Public Speaking, Books, Publishing, Creative Writing, ASPIRE GROUP, INC is a..., See www.gregpettys.com..., Organization, Bible, Leadership, Teaching, Nonprofits, Start-ups, Social Networking, Fundraising, Leadership Development, Business Planning, Entrepreneurship, Coaching, Small Business, Training, Social Media Marketing
Education
Georgetown College
The American College
CLU, ChFC, CFP
Understory Pottery/ Fire in the Hand 2009 - Present
Thrivent Financial for Lutherans 2004 - 2009
Skills
Customer Service, Microsoft Office, Editing, Writing, Troubleshooting, Organizing, Scheduling, Employee Surveys, Usability Testing, Process Scheduler
Education
University of Missouri-Columbia 1990 — 1995
Bachelors of Fine Art, Photography
Fashion Institute of Technology 1988 — 1990
Associates of Applied Science, Fashion Design
Sedgwick May 2012 - Present
Enterprise Rent-A-Car June 2011 - May 2012
Gustavus Bookmark September 2007 - May 2011
Thrivent Financial for Lutherans January 2011 - January 2011
Enterprise Rent-A-Car May 2010 - August 2010
Maurices June 2009 - October 2009
Peasants Ridge June 2009 - August 2009
St. Lucas Care Center June 2008 - August 2008
Nike Clearance Store May 2005 - August 2007
Skills
Sales, Marketing, Management, Customer Service, PowerPoint, Team Building, Microsoft Word, Business Strategy, Leadership, Microsoft Office, Training
Education
Gustavus Adolphus College 2007 — 2011
Management, Business
Humana September 2010 - Present
C.R.O.S.S., Inc. January 1999 - 2014
Sport Diver Solutions Corp 2009 - 2011
NAIFA - National Association of Insurance and Financial Advisors 1994 - 2011
Financial Professionals January 2000 - August 2010
Brokers International Ltd. 2004 - 2009
Thrivent Financial for Lutherans September 1994 - December 1999
Lauderdale Diver 1976 - 1980
Skills
Insurance, Small Business, Financial Services, Life Insurance, Retirement Planning, Disability Insurance, Health Insurance, Public Speaking, Estate Planning, Retirement, New Business Development, Long-term Care, Fixed Annuities, Strategic Financial..., Employee Benefits, Long Term Care Insurance, Whole Life, Medicare, Voluntary Products, Scuba Diving, Survivor Income, Senior Products, Insurance Training, Universal Life, Business Overhead..., High Deductible Health..., Ocean Energy, Critical Illness, LUTCF, Guaranteed Lifetime..., Underwater Photography, Photography, Travel Photography, digital photography, Term Life Insurance, Management, Training, 401k, IRAs
Education
Florida Atlantic University 1976 — 1978
Bachelor of Science (BS), Ocean Engineering
Divers Training Academy 1974 — 1974
Commercial Diver, Commercial Deep Diving
Mountain View Trail Services 2008 - Present
Monroe County Conservation District 2000 - Present
Friends of Big Pocono State Park 2008 - Present
Keystone Trails Association 2001 - 2012
Thrivent Financial for Lutherans 1997 - 2000
Camelback Ski Area 1993 - 1995
Skills
Trail Management, Technical Training, Trails, Conservation Issues, Erosion Control, Wetlands, Environmental Compliance, Environmental Planning, Environmental Education, Environmental Awareness, Sustainability, Natural Resource..., GIS, Environmental Policy, Stormwater Management, Volunteer Management, Ecology, Community Outreach, Microsoft Office, Environmental Science, ArcGIS, Hydrology, Water Management, Natural Resources, Plant Identification, Water Quality, Water Resources, Site Plans, Ecological Restoration, Soil, Environmental Impact...
Education
DEP Annual Training 2001 — 2014
Continuing Education, Chapter 102 Erosion and Sediment Control Regs
East Stroudsburg University of Pennsylvania
BSx2, Biology/Professional Education
Pocono Mountain
Photography, Art
Robert W. Baird & Co. April 2013 - Present
Wealth Enhancement Group August 2003 - April 2013
Thrivent Financial for Lutherans June 2001 - August 2003
Skills
Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Financial Advisory, Wealth Management..., Series 7, Investments, Securities, FINRA, Strategic Financial..., Estate Planning, Social Security, Asset Management, Insurance, Risk Management, Investment Portfolio, Series 65, 401k, Employee Stock Options, Fiduciary
Education
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts (B.A.), Financial Economics
Cannon Falls High School
Leadership St. Paul (LSP) Class of 2015
Thrivent Financial for Lutherans October 2008 - February 2014
Orlando May 1984 - July 2008
Skills
Retirement, Fixed Annuities, IRAs, Mutual Funds, Customer Service, Long Term Care Insurance, Asset Allocation, Public Speaking, Variable Annuities, Life Insurance, FINRA Series 6, FINRA Series 63, Wealth Strategies, Retirement Strategies
Education
Florida State University - College of Business
Thrivent Financial for Lutherans December 1991 - Present
Thrivent Financial 1991 - 2014
Thrivent Financial 1991 - 2014
TSM Financial Group May 1986 - December 1991
Education
Eastern Michigan University 1990 — 1994
MBA, Management and Finance
University of Michigan - Stephen M. Ross School of Business 1982 — 1986
BBA, Business Administration
Kodaikanal
Ardent Mills December 2014 - Present
Access America Transport January 2013 - December 2014
C.H. Robinson July 2010 - January 2013
Thrivent Financial for Lutherans September 2009 - May 2010
Skills
Microsoft Office, Business Management, Customer Service, Microsoft Excel, PowerPoint, Logistics, Leadership, Outlook, Transportation, Time Management, Microsoft Word, Process Improvement, Sales, Supply Chain, Supply Chain Management, Management, Logistics Management
Education
Gustavus Adolphus College 2006 — 2010
BA, Business Management
Gustavus Adolphus College 2006 — 2010
B.A, Business Management
Prior Lake High School 2002 — 2006
Leander Limited January 2008 - Present
MN State Auditor's Office May 2007 - August 2007
Thrivent Financial for Lutherans January 2006 - August 2006
Skills
Forecasting, Accounting, Tax, Financial Analysis, Risk Management, QuickBooks, Financial Statements, Analysis
Education
Gustavus Adolphus College 2004 — 2008
Bachelor of Arts, Accounting
Deloitte September 2013 - Present
Gustavus Adolphus College September 2011 - May 2013
Cargill May 2012 - August 2012
Thrivent Financial for Lutherans August 2011 - May 2012
Outlaws Lacrosse, LLC June 2009 - December 2011
Interlachen Country Club August 2006 - August 2011
Edina Lacrosse Association May 2008 - July 2011
Education
Gustavus Adolphus College 2009 — 2013
Bachelor of Arts (BA), Accounting
Edina High School 2006 — 2009
Kapstone Paper and Packaging Corporation 2012 - Present
Johnson Controls 2010 - 2012
Thrivent Financial for Lutherans May 2008 - August 2009
University of Minnesota May 2008 - 2009
Johnson Controls, Inc. May 2007 - May 2008
Johnson Controls, Inc. October 2005 - May 2007
Skills
Legal Writing, Legal Assistance, Legal Research, Corporate Law, Contract Negotiation, Master Agreements, IT contract negotiation, Non-disclosure..., Supplier Negotiation, Securities, Corporate Governance, Code of Conduct, Drafting Agreements, Drafting Policies, Due Diligence, Negotiation, Contract Management, Mergers & Acquisitions, Joint Ventures, Strategy, Licensing
Education
University of Minnesota Law School 2006 — 2009
J.D., magna cum laude, Concentration in Business Law
Lawrence University 1998 — 2003
B.A and B.Mus., cum laude, Economics, Vocal Performance
Homestead High School 1994 — 1998
Eastman School of Music
EY July 2014 - Present
SS&C Technologies January 2012 - July 2014
Thrivent Financial for Lutherans October 2010 - January 2012
BNY Mellon - Dreyfus Investments Division February 2009 - August 2010
BNY Mellon - Dreyfus Investments Division October 2007 - February 2009
Skills
Equity Research, Customer Service, Bonds, Stocks, Financial Accounting, Fixed Income, Brokerage, Money Market, IRA's, Roth IRA, IRA Rollovers, Tax, Client Services, Client Relationship..., Mutual Funds, Financial Services, Software Quality..., Software Documentation, Software Installation, Credit Reports, Accounting, Financial Reporting, Series 63, Management
Education
Gustavus Adolphus College 2003 — 2007
Bachelor of Arts, Financial Economics
Independent Contractor April 2014 - Present
Allstate Financial September 2012 - January 2014
New York Life October 2008 - September 2012
Thrivent Financial for Lutherans January 2003 - October 2008
Skills
Investments, Insurance, Financial Planning, Asset Management, Retirement Planning, Mutual Funds, Wealth Management, Long-term Care, Estate Planning, Financial Advisory, Life Insurance, IRAs, Fixed Annuities, Retirement, Portfolio Management, Wealth Accumulation, Strategic Financial..., Disability Insurance, Series 63, Universal Life, Whole Life, Health Insurance, Term Life Insurance, Critical Illness, Financial Services, Employee Benefits, 401k, Alternative Investments
Education
Duquesne University 1988 — 1992
Marketing
The Kiski School 1985 — 1988
Thrivent Financial April 2015 - Present
Thrivent Financial November 2013 - Present
Thrivent Financial for Lutherans January 2013 - November 2013
Thrivent Financial for Lutherans February 2011 - December 2012
Thrivent Financial for Lutherans December 2007 - February 2011
Thrivent Financial for Lutherans March 2007 - December 2007
Skills
Project Management, Microsoft Project, Process Improvement, Green Belt, Strategic Planning, Business Analysis, Leadership, Team Leadership, Customer Service, Outlook, Visio, Business Process..., Change Management
Education
Ferris State University 1998 — 2003
David Jones Historical Presentations April 1996 - Present
HandsOn Twin Cities October 2009 - February 2013
Thrivent Financial for Lutherans June 1984 - June 2008
Skills
Presentations, Public Speaking, American History, Variety Of Audiences, Seniors, Leadership, Time Management, Training, Event Planning, Community Outreach, Nonprofits, Volunteer Management, Social Networking, Grant Writing, Event Management, Program Development, Program Management
Education
Gustavus Adolphus College 1981 — 1983
Bachelor of Arts (BA), Business Administration
University of St. Thomas 1988 — 1993
Master of Business Administration (MBA), Business Administration and Management, General
University of Minnesota-Twin Cities 1979 — 1981
General Studies
Sport Ngin November 2013 - Present
Sport Ngin June 2013 - November 2013
Sport Ngin December 2012 - June 2013
Park Nicollet Health Services September 2012 - June 2013
Thrivent Financial for Lutherans February 2012 - May 2012
Minnesota Timberwolves February 2012 - May 2012
Gustavus Adolphus College January 2012 - February 2012
Skills
Inventory Management, Management, Data Entry, Research, PowerPoint, Excel, Customer Service, Employee Training, Coaching, Marketing, Market Research, Time Management, Social Media, Leadership, Weight Training, Core Strength, Microsoft Excel, Microsoft Office, Sales, Healthy Eating, Heavy Lifting, Stock Replenishment
Education
Gustavus Adolphus College 2008 — 2012
Bachelor of Arts, Business Administration and Management
Edina High School 2006 — 2008
Thrivent Financial October 2012 - Present
Thrivent Financial for Lutherans February 2011 - May 2012
Georgia Family Council December 2006 - February 2010
Newton County School System July 2005 - June 2006
Gwinnett County Public Schools July 2003 - June 2005
Social Circle City Schools October 2002 - June 2003
SRA/McGraw-Hill Publishing June 1999 - September 2002
Gwinnett County Public Schools July 1994 - June 1999
DeKalb County School System July 1992 - June 1994
Southeastern Synod of the ELCA August 1986 - August 1988
Education
University of West Georgia 2003 — 2005
L-5 Certificate
Georgia State University 1992 — 1995
M.Ed.
Georgia State University 1988 — 1992
B.S.
Kyäni July 2015 - Present
Regions Financial Corporation November 2014 - Present
Thrivent Financial for Lutherans June 2013 - November 2014
Extraco Banks January 2012 - May 2013
Skills
Loans, Credit Analysis, Banking, Consumer Lending, Financial Analysis, Wealth Management, Risk Management, Portfolio Management, Investments, Series 7, Insurance, Retirement Planning, Financial Risk, Financial Advisory, Microsoft Office, Leadership, Customer Service, Sales
Education
East Texas Baptist University 2008 — 2011
Bachelor of Science (B.S.), Mathematics
Oakwood Village Continuing Care Retirement Communities August 2012 - Present
Lutheran High School of Indianapolis December 2005 - July 2012
North Wisconsin District-Lutheran Church Missouri Synod July 2003 - August 2005
Thrivent Financial for Lutherans March 1993 - July 2003
WISC-TV August 1989 - August 1992
KELO-TV June 1986 - July 1989
KJJC Radio January 1985 - June 1986
Skills
Non-profits, Direct Mail, Fundraising, Event Planning, Community Outreach, Philanthropy, Leadership, Grant Writing, Nonprofits, Marketing, Public Speaking, Planned Giving, Stewardship, Program Management, Volunteer Management, Program Development, Board Development, Newsletters
Education
Drake University 1981 — 1984
B.A., Broadcast News, Radio-TV Production, and Political Science
Craig H.S. 1978 — 1981
Blanks/USA June 2015 - Present
Securian Financial Group December 2013 - June 2015
Securian Financial Group April 2013 - December 2013
Securian Financial Group June 2012 - April 2013
Women in Business Leadership September 2011 - May 2012
Gustavus Adolphus College September 2011 - May 2012
Thrivent Financial for Lutherans December 2010 - May 2012
Gustavus Adolphus College January 2010 - May 2012
Gustavus Adolphus College October 2009 - May 2012
Academy of Human Resource Development International Research Conference February 2012 - March 2012
Skills
Organizing, Leading People, Mentoring, Learning, Coachable, Responsibility, Relator, Achiever, Intellection, Leadership, Social Networking, Spanish, Customer Service, Research, Management, Time Management, Budgets, PowerPoint, Event Planning, Marketing, Leadership Development, Microsoft Word, Microsoft Office, Microsoft Excel, Supervisory Skills, Public Speaking, Teamwork, Consulting, Strategic Planning, Recruiting
Education
Instituto de Cultura y Lengua Costarricense 2012 — 2012
Spanish, A
Gustavus Adolphus College 2009 — 2012
Bachelor of Arts, Business Management
University of Minnesota-Twin Cities 2008 — 2009
Woodbury High School
Wells Fargo 2013 - Present
Eden Prairie AM Rotary 2013 - 2013
Associated Bank 2008 - 2012
Peoples Bank of Commerce 2006 - 2008
First Minnesota Bank 2005 - 2006
US Bank 2000 - 2005
Thrivent Financial for Lutherans 1999 - 2000
Skills
Credit Analysis, Working Capital Finance, Equipment Finance, Real Estate, Treasury Management, Working Capital..., Loans, Credit, Banking, Commercial Banking, Credit Risk, Finance, Financial Analysis, Management, Portfolio Management, Underwriting, Commercial Lending
Education
Gustavus Adolphus College 1995 — 1999
Bachelor of Arts, Economics
DIS - University of Copenhagen, Denmark 1997 — 1998
N/A, International Business; European Union Studies
Burnsville High School
Thrivent Financial for Lutherans 2010 - Present
Charles Schwab 1999 - 2010
Education
DePauw University 1985 — 1989
ba
Wells Fargo July 2012 - Present
Ameriprise Financial Services, Inc. April 2007 - July 2012
Thrivent Financial for Lutherans 2006 - 2007
Pro Staff June 2005 - May 2006
Skills
Relationship Management, Marketing, Marketing Communications, Customer Service, Insurance
Education
Gustavus Adolphus College 2001 — 2005
Communication Studies, Spanish
Designer Smiles March 2014 - Present
Thrivent Financial for Lutherans December 2013 - March 2014
Aerotek February 2013 - August 2013
M3 Cable November 2011 - February 2013
Great Plains Intergrated Marketing May 2011 - October 2011
Creative Staffing June 2007 - April 2011
In-stone Design October 2002 - May 2007
Skills
Customer Relations, Marketing Communications, Social Media Marketing, Social Media, Sales Management, Recruiting, Building Strong...
Education
Walden University 2009 — 2012
BA, Marketing Communications
Georgia Perimeter College 2002 — 2005
A.S. English
IFX Forum, Inc. 1998 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Thrivent Financial for Lutherans 2008 - 2009
Genesis10 2007 - 2009
American Express Financial Advisors 1998 - 2007
Group1 Software, TriSense Software June 1998 - July 2003
Open Systems, Inc 1981 - 1988
Skills
Enterprise Architecture, Architecture, Data Warehousing, Project Management, Data Modeling, Application Architecture, Business Analysis, SDLC, IT Strategy, Integration, Software Development, Requirements Analysis, Agile Methodologies, Database Design, Program Management, Software Project..., Process Improvement
Education
Diablo Valley College 1977 — 1978
Michigan Technological University 1970 — 1971
Mathematics
Catalpa Health October 2014 - Present
WisconSibs, Inc. March 2014 - Present
Celebration Lutheran School March 2012 - Present
The Dialogue Partnershop, LLC March 2009 - Present
Insight Publications December 2009 - May 2014
AgingUp Network, LLC January 2013 - January 2014
Wisconsin Farm Technology Days 2012 -- Outagamie County May 2011 - September 2012
Goodwill Industries of North Central Wisconsin October 2003 - July 2008
Thrivent Financial for Lutherans January 2002 - September 2003
Aid Association for Lutherans January 2000 - December 2002
Skills
Writing, Strategic Communications, Identity Management, Social Media, Direct Mail, Advertising, Media Relations, Public Relations, Project Management, Web 2.0, Marketing, Community Engagement, Marketing Communications, Non-profits, German, Strategy, Event Planning, Market Research, Copy Editing, Publications, Crisis Communications, Integrated Marketing, Editing, Marketing Strategy, Press Releases, Social Networking, Fundraising, Community Development, Research, Corporate Communications, Social Media Marketing, Newsletters, Customer Service, Nonprofits, Management, Program Management, Creative Direction, Direct Marketing, Creative Writing, Brand Management, Journalism, Copywriting, Event Management, Corporate Branding, Internal Communications, Brochures, Email Marketing, Magazines, Web Content, Facebook
Education
Freie Universität Berlin 1973 — 1974
Radio/TV Journalism
Valparaiso University 1969 — 1973
BA, English, German, Journalism, Theology
The Legend Group December 2014 - Present
ProEquities May 2012 - May 2014
Wells Fargo Advisors January 2010 - January 2012
The Hartford Life Insurance Co. October 2005 - December 2009
New York Life Insurance Company January 2005 - September 2005
Thrivent Financial for Lutherans October 2001 - January 2005
Skills
Retirement Planning, Wealth Management, Long Term Care Insurance, Wealth Accumulation..., Multi-generational..., Intergenerational...
Education
Eureka College 1993 — 1995
Bachelor of Arts (B.A.) Education - History
For Healthy Mind, Body & Spirit January 2015 - Present
Thrivent Financial for Lutherans July 2011 - February 2013
New York Life Insurance Company 2009 - 2010
Skills
Retirement, Financial Services, Retirement Planning, Fixed Annuities, Long-term Care, Estate Planning, Disability Insurance, Insurance, Investments, Life Insurance, Finance, Term Life Insurance
Education
dominican college 1986 — 1989
Dominican College of Blauvelt
Communications
Fashion Institute of Technology
Regions Bank October 2010 - Present
Thrivent Financial for Lutherans December 2009 - October 2010
Altissimo December 2008 - October 2010
Carlisle Collection NY May 2008 - September 2010
Zorian LLC November 2005 - December 2008
State Farm Insurance July 2002 - November 2005
Edward Jones March 1999 - July 2002
Pewter Image September 1984 - September 1998
Skills
Business Succession..., Trust and Estate..., Buy-sell Agreements, Investment Strategies, Hedging, Wealth Management, Retirement Solutions, Asset Allocation, Risk Assessment, Wealth Preservation..., Retirement Plan..., Benefits Design, Executive Compensation..., Multi-generational..., Customer Service
Education
Gdansk University of Technology
Bachelor of Applied Science (B.A.Sc.)
Ringling College of Art and Design
University of Gdansk
B.S.
University of Rhode Island - College of Business Administration
Dignity Memorial Funeral Homes March 2010 - Present
The Home Depot October 2007 - March 2010
Thrivent Financial for Lutherans August 1998 - December 2001
Ace Asphalt of Arizona Inc. March 1991 - March 1998
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Windows, Outlook, Teaching, Public Speaking, Budgets, Coaching, English, Team Building, Sales, Recruiting, Sales Management, Marketing, Negotiation, Customer Satisfaction, Leadership Development, Account Management, Training, Direct Sales, Event Planning, Cold Calling, Team Leadership, Leadership, Retail, Inventory Management, New Business Development, Sales Process, Sales Presentations, Sales Operations, Marketing Strategy, Small Business, Outside Sales, Management, Salesforce.com, B2B, Operations Management
Education
DeVry University-Illinois
Wisconsin Lutheran High School
Gateway Fiancial Strategies April 2015 - Present
Thrivent Financial for Lutherans April 2009 - April 2015
KMA Services Inc January 2005 - April 2009
Con-way, Inc October 1998 - January 2004
Education
Gustavus Adolphus College 1992 — 1996
BA, Organizational Communication, General
Ameriprise Financial Services, Inc. May 2013 - April 2015
Ameriprise Financial Services, Inc. February 2013 - April 2015
Heron Financial Partners May 2012 - February 2013
Heron Financial Parnters May 2012 - February 2013
Thrivent Financial for Lutherans June 2011 - November 2011
Merrill Lynch August 2006 - February 2011
Bank of America Merchant Services July 2004 - August 2006
Bank of America April 2003 - July 2004
Bank of America October 2000 - April 2003
Postich Stained Glass 1990 - 2000
Skills
Series 7, Series 66, Microsoft Office, Salesforce.com, Customer Service, Problem Solving, Administration, Banking, Organizing, Databases, Team Leadership, Organization, Uniform Combined State..., System Administration, Microsoft Excel, Microsoft Word, Life Health & Variable..., Sales, Investments, Insurance, Leadership, Management, Marketing, Financial Services
Education
Florida State University 1996 — 1998
Eastern Florida State College
Largo high
Thrivent Financial June 2015 - Present
Mounds View Public Schools April 2005 - June 2015
Independent Consultant for NavCom Technology (a John Deere Company) March 2003 - August 2004
Thrivent Financial for Lutherans March 2000 - September 2001
Education
University of St. Thomas 2003 — 2004
M.A., Education - Ed. Technology
Gustavus Adolphus College 1995 — 1999
B.A., Organizational Management
Landmark Group of Thrivent Financial 2005 - Present
Thrivent Financial for Lutherans 2002 - 2004
Thrivent Financial 1989 - 2001
Coopers & Lybrand February 1987 - 1989
Skills
Wealth Management, Investments, Financial Planning, Retirement Planning, Insurance, Investment Strategies, Estate Planning..., Charitable Planning..., Retirement Distribution..., Asset Allocation
Education
William Mitchell College of Law 1984 — 1987
JD, Tax, Estate and Charitable Planning
Gustavus Adolphus College 1980 — 1984
BA, Economics, English, Music
Aurora Health Care March 2015 - Present
Nemours November 2014 - February 2015
UC Davis Health System April 2014 - October 2014
Network Health January 2014 - March 2014
DMI (Digital Management, Inc.) / Kalvin Consulting February 2012 - March 2014
Thrivent Financial for Lutherans October 2013 - January 2014
Honeywell Aerospace December 2012 - October 2013
Grainger October 2012 - November 2012
Luxottica Group August 2012 - September 2012
Teradata July 2012 - August 2012
Skills
Business Objects, Crystal Enterprise, Crystal Reports, PL/SQL, SQL, Business Intelligence..., Oracle SQL, Oracle, Business Intelligence, Data Warehousing, Databases, Unix, Project Management, Integration, Software Documentation, DB2, Data Modeling, Dashboard, Data Integration, Dimensional Modeling, Analytics, Web Intelligence, XML, Access, Systems Analysis, Testing, Performance Tuning, SQL Tuning, COBOL, ETL, Tomcat, Java, Informatica, SDLC, Database Design, Requirements Analysis, Architectures, Enterprise Architecture
Education
Embry-Riddle Aeronautical University 1984 — 1988
BS, Computer Science with Avaition Applications
Oakland University 1976 — 1978
Engineering
Activities........ 1972 — 2007
see below, Aviation / Firefighter /
Men Standing Positive April 2014 - Present
Kellwood Company January 2013 - Present
Anna Elisabeth Photography LLC January 2011 - Present
American Recreation Products April 2012 - December 2012
Pinnacle Accounting Group LLC January 2012 - June 2012
Handyman True Value Hardware March 2011 - April 2012
Robert Half International- Accountemps August 2010 - January 2011
Thrivent Financial for Lutherans May 2009 - July 2009
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Photography, Leadership, Photoshop, Management, QuickBooks, Research, Social Media, Lightroom, Oracle E-Business Suite, Post Production, Social Networking, Training, Retail, MailChimp, Microsoft Dynamics AX, Epicor, iMovie, HootSuite, WordPress, Ecommerce, Time Management, Event Planning, Customer Service
Education
Greenville College 2007 — 2010
B.S., Accounting
Knight Frank Greater China May 2015 - June 2015
Thrivent Financial for Lutherans June 2014 - August 2014
KFAN 100.3FM June 2014 - August 2014
Mount Carmel Ministries June 2013 - August 2013
Life Time Fitness February 2012 - June 2013
Lifetime Fitness June 2011 - August 2011
Skills
Sports, Social Networking, Event Planning, Athletics, Entrepreneurship
Education
Gustavus Adolphus College 2012 — 2016
Bachelor's degree, International Business with Chinese as language, Sophomore
Shanghai Jiao Tong University 2015 — 2015
Study Abroad Spring 2015, International Management, Junior Year Spring
Uppsala University 2014 — 2014
Study Abroad, International Marketing, Swedish, Junior Year College
Eden Prairie High School 2008 — 2012
9-12
Thrivent Financial for Lutherans October 2002 - Present
Education
Gustavus Adolphus College 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Northrop Grumman Corporation March 2015 - Present
Hilton Grand Vacations December 2014 - March 2015
Thrivent Financial for Lutherans January 2013 - November 2014
Skills
Market Research, Microsoft Office, Microsoft Excel, SAS programming, Fortran 95, Mathematics, SAS, Business Intelligence, Analysis, Statistics, SQL, Data Analysis, Mathematical Analysis, Computational..., Analytics, Marketing, Monte Carlo Simulation, Discrete Event..., VBA, Data Mining, SAP, vmetric, Process Optimization, Statistical Modeling, Mathematical Modeling, Operational Support, Cost Models, Trend Forecasting, Demand Forecasting, Military Logistics, Logistics Engineering, Operations Research, Customer Service
Education
Florida Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Mathematics and Computer Science
University of Central Florida
Mathematics
Nike Tennis Camps June 2014 - June 2015
Golden Valley Golf and Country Club June 2013 - August 2013
Thrivent Financial for Lutherans June 2012 - July 2012
Skills
Tennis, Team Building, Social Media, Microsoft Office, Leadership, Organization, PowerPoint, Microsoft Word, Teamwork
Education
Gustavus Adolphus College 2011 — 2015
Gustavus Adolphus College
Business Management
Health and Safety Institute July 2013 - Present
CareTech Solutions August 2012 - July 2013
Thrivent Financial for Lutherans May 2011 - June 2012
New York Life Insurance Company November 2009 - March 2010
Meadows Golf Course March 2007 - September 2008
Skills
Technical Support, Windows 7, Windows XP Pro, Microsoft Office, Active Directory, Microsoft SQL Server, Investments, Financial Analysis, Insurance, Strategic Financial..., Finance, Financial Modeling, Risk Management, Long-term Care, Retirement Planning, Troubleshooting, Customer Service
Education
Grand Valley State University 2005 — 2010
BS, Finance
ITT Technical Institute-Troy 2012 — 2013
Associate of Science (A.S.), Network and System Administration/Administrator
Caribou Coffee December 2014 - Present
Gustavus Adolphus College September 2010 - August 2015
Thrivent Financial for Lutherans May 2013 - August 2013
Animal Humane Society May 2012 - August 2012
UBS June 2011 - August 2011
Skills
Leadership, Teamwork, Microsoft Office, Social Media, Customer Service, Research, Strategic Communications, Management, PowerPoint, Microsoft Word, Facebook, Social Networking
Education
Gustavus Adolphus College 2010 — 2015
Bachelor of Arts (B.A.), Business Management, Graduate
Danish Institute for Study Abroad (DIS) 2013 — 2013
Spring Semester, Strategic Communication and Media Studies
Minnetonka High School 2006 — 2010
Diploma
Thrivent Financial for Lutherans June 2004 - Present
West Metro Fire & Rescue June 2006 - June 2012
Skills
Asset Allocation, Retirement Stratgies, Retirement accumulation..., Investment strategies, Retirement distribution..., Risk management, Education funding, Legacy strategies, Estate strategies, Charitable strategies
Education
Gustavus Adolphus College 2000 — 2004
Quicken Loans January 2012 - Present
Towne Mortgage Company August 2010 - January 2012
Seidman Investment Portfolio Organization August 2009 - May 2010
Thrivent Financial for Lutherans May 2009 - August 2009
Education
Grand Valley State University 2006 — 2010
Bachelors of Business Administration, Finance
Fish & Richardson P.C. December 2014 — October 2015
Universal Hospital Services February 2014 — November 2014
Express Scripts September 2012 — January 2014
Thrivent Financial for Lutherans September 2011 — August 2012
Boys and Girls Clubs of America May 2011 — August 2011
Gustavus Adolphus College September 2009 — May 2011
Easter Seals Inc. June 2009 — August 2010
Truth Hardware, Inc. June 2008 — August 2008
Skills
Program Management, Leadership, Marketing, Time Management, Event Planning, PowerPoint, Bloomberg, Microsoft Office, Photoshop, MFACT, Investment Pricing, Adobe Photoshop, Public Speaking, Analysis, Microsoft Access, Elite Webview
Education
Gustavus Adolphus College 2007 — 2011
Bachelor of Arts, Financial Economics/ English
Sincera Consulting, LLC August 2012 - Present
NCR Corporation April 2012 - July 2012
Sincera Consulting, LLC October 2009 - June 2012
Thrivent Financial for Lutherans June 2009 - September 2010
Sincera March 2008 - October 2008
Sprint April 1999 - April 2006
Nextel Communications 1999 - 2001
Glenayre Technologies 1998 - 1999
MCI 1989 - 1997
Skills
Software Project..., SDLC, Agile Project Management, Agile, Cross-functional Team..., Stakeholder Engagement, Project Portfolio..., Process Improvement, Process Excellence, Influential, Strategic Planning, Virtual Teams, Skilled Communicator, Executive Communications, Business Intelligence, Matrix Management, Vendor Management, Flexible Working, Visio, Excel, MS Project, MS Office Suite, Streets n Trips, Granite OSS, SASI Loader, SASI Reader, Confluence, JIRA, Customer Retention
Education
East Tennessee State University 1983 — 1984
Dental Hygiene
State Technical Institute at Knoxville 1983 — 1984
Associates of Arts, Marketing Technologies
Thrivent Financial March 2014 - Present
Thrivent Financial 2009 - March 2014
Thrivent Financial for Lutherans August 1999 - December 2009
Lutheran Brotherhood 1999 - 2002
Saunders County Youth Services 1996 - 1999
Skills
Program Development, Public Speaking, Leadership, Team Building, Volunteer Management, Community Engagement, Community Outreach, Fixed Annuities, Nonprofits, Workshop Facilitation
Education
Doane College 2007 — 2009
Masters, Management/Leadership
University of Nebraska-Lincoln 1991 — 1995
Eon Financial Consulting October 2002 - Present
Thrivent Financial for Lutherans December 1984 - October 2002
Education
Eastern Kentucky University 1979 — 1983
IBM December 2012 - Present
Thrivent Financial for Lutherans January 2009 - November 2012
Weatherly Consulting April 2006 - December 2008
Piper Jaffray April 2004 - April 2006
Deluxe Corporation March 1996 - April 2004
IBS Filtran GmbH January 1993 - August 1995
Skills
Program Management, Series 7, Cross-functional Team..., Salesforce.com, Process Improvement, Financial Services, Marketing, Project Management, Strategic Planning, Marketing Strategy, Analytics, CRM, Business Planning, Management, Marketing Communications, Leadership, Strategy, Business Process..., Leadership Development, Vendor Management, Account Management, Product Management, Business Analysis, Business Development, Training, Team Leadership, Budgets, Team Building, Product Marketing, Analysis, Management Consulting, Competitive Analysis, Business Strategy
Education
Indiana University Bloomington 1985 — 1992
MPA, Comparative and International Affairs
Erasmus Universiteit Rotterdam 1991 — 1991
Mayo Clinic Health System in Austin July 2011 - January 2012
ACES, Inc. - Austin Coalition for Environmental Sustainability 2008 - 2012
Karen Sundal Agency August 2009 - April 2010
New York Life September 2007 - August 2009
Global Health Promotions January 2007 - July 2009
Austin Community Arts in the Park 2009 2009 - 2009
Leadership Austin 2008 - 2009
PSI Seminars 2003 - 2009
Thrivent Financial for Lutherans September 2006 - June 2007
Kraft Foods, Corporate and Distribution Center May 1997 - November 2005
Education
PSI Seminars 2003 — 2009
Graduate
University of Nevada-Reno 1994 — 1996
MBA
Gustavus Adolphus College 1971 — 1975
Bachelor of Arts (BA)
Arizona State University 2014 - 2015
Samaritan's Purse May 2013 - January 2014
Global Resolve 2014 - 2014
Global Development Solutions, LLC October 2012 - January 2013
Millennium Challenge Corporation June 2011 - August 2011
Peace Corps Response Liberia August 2009 - April 2010
Thrivent Financial for Lutherans May 2008 - January 2009
Rotary International 2008 - 2009
Peace Corps Moldova September 2005 - October 2007
Skills
Cost-Benefit Analysis, Value Chain Analysis, Policy Analysis, Performance Monitoring, Grant Writing, Cost Benefit, International..., International Relations, Policy, Non-profits, Performance Management, Training, Nonprofits, NGOs, Program Management, Grants, Proposal Writing, Analysis, Project Planning, Politics, Management, Research, Rural Development, Strategic Planning, Political Science, Market Research, Community Development, Economic Development, Government, Program Evaluation, Public Policy, Editing, Economics, Fundraising, Stata
Education
Duke University 2010 — 2012
Master of International Development Policy, Development Economics and International Development
Oregon State University 2001 — 2004
BS, Finance
Oregon State University 2001 — 2004
BS, Political Science
Thrivent Financial for Lutherans January 2005 - Present
Hands On Twin Cities January 2000 - January 2005
Education
Gustavus Adolphus College 1966 — 1970
Raymond James Financial, Inc. September 2015 - Present
Prudential Financial September 2013 - August 2015
Thrivent Financial for Lutherans October 2009 - March 2013
MECU March 1999 - October 2009
Skills
Customer Service, Leadership, Financial Services, Business Analysis, Process Improvement, Special Needs, Small Business, Public Speaking, Women Owned Business, Professional Services, Professional Women
Education
Florida State University
Thrivent Financial for Lutherans August 1998 - Present
Minnesota Technology, Inc. 1993 - 1997
Skills
Market Research, Research, Data Analysis, Quantitative Research, Qualitative Research, Leadership, Marketing Strategy
Education
Duke University 1990 — 1992
MA, public policy
Hope College 1983 — 1987
Bachelor of Arts (B.A.), English major, Political Science minor
Blue Cross Blue Shield of Massachusetts 2014 - Present
MultiPlan 2013 - 2014
Gardner Resources Group 2013 - 2013
Neighborhood Health Plan 2007 - 2013
Private Healthcare Systems 2001 - 2007
Arbella Insurance Group 1998 - 2001
Harvard Pilgrim Health Care 1996 - 1998
Pilgrim Healthcare April 1988 - September 1996
Thrivent Financial for Lutherans 1987 - 1989
Skills
HIPAA, SDLC, Healthcare Information..., Healthcare, Process Improvement, SharePoint, Business Analysis, Software Documentation, Vendor Management, Visio, Project Management, Integration, Requirements Analysis, Analysis, Leadership, Project Planning
Education
Emmanuel College
Bachleor of Science, Business Administration, 3.87
CoActive Wealth Strategists December 2011 - Present
Small Steps Management Group 2001 - Present
Sagemark Consulting August 2005 - December 2011
Thrivent Financial for Lutherans June 1996 - August 2005
Skills
Business Planning, Succession Planning, Estate Planning, Wealth Accumulation..., Innovative Problem..., Serve First Philosophy, Team Oriented, Team Leadership, Wealth Accumulation, Strategic Financial..., Investments, Training, Team-oriented, Coaching, Mergers & Acquisitions, Asset Allocation, Real Estate, Insurance, Small Business, Wealth Management, Leadership, Finance, Retirement, Portfolio Management, Retirement Planning, 401k, Long-term Care, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planners, Investment Strategies, Life Insurance, Mutual Funds, Disability Insurance, Securities, Long Term Care Insurance, Series 7, Term Life Insurance, Asset Management, Financial Services, Series 63, Estate Tax Planning, Investment Management, Alternative Investments, Health Insurance, Employee Benefits, Charity Governance, Financial Planning, Customer Service
Education
The American College 2009 — 2017
Financial Planning and Services
Elizabethtown College 1996 — 2000
BA and Minor, Communications and Business Administration
Thrivent Financial for Lutherans July 1985 - Present
Thrivent Financial 1985 - Present
AAL July 1985 - January 1993
Skills
Wealth Management, Bloomberg, Alternative Investments, Securities, Investments, Equities, Portfolio Management, Asset Management, Strategic Financial..., Fixed Income, Insurance, Mutual Funds, Investment Strategies, Investment Advisory, Financial Planning
Education
Drake University 1985 — 1989
MBA, Finance, Marketing
Nationwide Financial July 2013 - Present
Nationwide Financial March 2010 - June 2013
Thrivent Financial for Lutherans December 2008 - February 2010
Edward Jones January 2008 - December 2008
Delphi Automotive February 2000 - December 2007
Skills
Series 26, Series 7, Retirement Planning, Operational Excellence, Finance, Process Improvement, Mutual Funds, Six Sigma, Industrial Engineering, Retirement, Continuous Improvement, ISO, Lean Manufacturing, FMEA, 401k, Financial Planning, Process Engineering, Sales, FINRA, Leadership, Series 63, Series 6
Education
The American College 2013 — 2015
Master of Science (M.S.), Financial Planning and Services
Franklin University 2005 — 2008
Bachelor of Science (BS), Finance and Financial Management Services
The American College
ChFC®, Finance and Financial Management Services
Thrivent Financial for Lutherans Social WorkerArbor Education & TrainingJune 1998 - August 2007
Education
Doane College
BA, Education
Honda of Lincoln November 2014 - Present
A to Z Prining November 2013 - November 2014
Zoetis December 2011 - October 2013
Thrivent Financial for Lutherans October 2009 - December 2011
Pfizer May 1980 - September 2008
Skills
Salesforce.com, Pharmaceutical Industry, Talent Acquisition, Leadership Development, Customer Service, Marketing, Strategic Planning, Leadership, Event Planning, Account Management
Education
Doane College
Water-Right's Clean Water Center August 2010 - Present
Comfort Keepers October 2009 - August 2010
Thrivent Financial for Lutherans January 2009 - October 2009
WATM, LLC November 2006 - December 2008
University of Wisconsin August 2006 - December 2006
Keva Sports Center November 1999 - April 2006
Skills
Sales Management, Customer Service, Marketing Strategy, Public Speaking, Marketing, Email Marketing, New Business Development, Social Media Marketing, Account Management, Direct Marketing, Fundraising, Strategy, Sales Operations, Event Planning, Advertising, B2B, Project Management, Time Management
Education
Edgewood College 2004 — 2006
Bachelors, Business Management
Madison Area Technical College 2002 — 2004
Associates, Liberal Sciences
Middleton High School 1997 — 2000
brightpeak financial December 2013 - Present
Thrivent Financial for Lutherans May 2010 - December 2013
Workman Securities Corporation April 2008 - May 2010
Ann Buffie and Associates August 2007 - May 2010
Thomson West October 2006 - June 2007
Civil Action Group March 2005 - October 2006
Skills
Corporate Law, Litigation, Contract Negotiation, Public Speaking, Westlaw, Civil Litigation, Commercial Litigation, Strategic Planning, Securities Regulation, Investments, Legal Compliance, Customer Service, Legal Writing, Legal Research, Securities
Education
Hamline University School of Law 2004 — 2007
JD, Law
Gustavus Adolphus College 2000 — 2004
B.A., Political Science
Thrivent Financial for Lutherans
Skills
Customer Service, Fundraising, Event Planning, Outlook, Data Entry, Microsoft Excel, Administrative..., Community Outreach
Education
Drake University 1986 — 1990
B.A., Sociology, Psychology
Thrivent Financial for Lutherans July 2010 - Present
Western Washington Football Officials Association July 2009 - Present
Capital Pacific Homes November 2006 - June 2009
Lennar April 2001 - November 2006
US Home May 1996 - April 2001
Education
University of Puget Sound 1994 — 1996
BA, Politics and Government, emphasis in International Political Economy
Fort Lewis College 1992 — 1994
Political Science
Ponderosa High School 1989 — 1992
Thrivent Financial for Lutherans February 2006 - Present
Skills
Insurance, Microsoft Excel, Outlook, Team Leadership, Microsoft Office, Leadership, Building Relationships, Team Building, Customer Service, PowerPoint, Microsoft Word, Public Speaking, Sales, HTML, JavaScript, Windows, Negotiation, Requirements Gathering, Team-oriented, Business Requirements
Education
Gustavus Adolphus College 2001 — 2005
Undergraduate, Financial Economics
Gustavus Adolphus College
Bachelor's degree, Financial Economics
Xerox October 2004 - Present
Thomas Building Services March 2002 - Present
ING March 1999 - March 2002
Ajilon Consulting March 1998 - March 1999
thrivent 1995 - 1999
Thrivent Financial for Lutherans May 1994 - March 1998
Skills
Budgets, Requirements Gathering, Program Management, COBOL, Requirements Analysis, Process Improvement, SDLC, Business Intelligence, Customer Service, Business Process..., Enterprise Architecture, Leadership, Business Analysis, Software Documentation
Education
University of St. Thomas 1996 — 2000
MS, Software Design and Development
Florida Agricultural and Mechanical University 1990 — 1994
BS, Computer Information Systems
PCM TRIALS March 2014 - Present
Coram Healthcare October 2012 - February 2014
Coram Clinical Trials April 2012 - October 2012
Thrivent Financial for Lutherans August 2011 - January 2012
University of Colorado Anschutz Medical Campus August 2008 - September 2011
Vail Resorts December 2007 - April 2011
Scripps Florida May 2007 - August 2007
Liberty Mountain November 2005 - April 2007
Skills
Research, GCP, Clinical Trials, Biotechnology, Pharmaceutical Industry, Clinical Research, Medical Devices, Project Management, Scientific Writing, Medical Writing, Molecular Biology, Cancer Research, Oncology, Oncology Clinical..., Alzheimer's disease, Science, Research Design, Data Analysis, Regulatory Affairs, Healthcare, Quality Assurance, Leadership, ICH-GCP, FDA, SOP, Series 7, Series 6, Series 63, Series 66, Insurance, Laboratory, Assay Development, Sop
Education
University of Colorado School of Medicine 2008 — 2011
Master of Science (M.Sc.), Cancer Biology
Gettysburg College 2004 — 2007
BSc, Biochemistry and Molecular Biology
Thrivent Financial for Lutherans January 2012 - Present
Thrivent Financial for Lutherans October 2009 - January 2012
Thrivent Financial for Lutherans March 2008 - September 2009
Skills
Series 7, IRAs, Retirement Planning, Fixed Annuities, Estate Planning, Wealth Management, Retirement, Investment Strategies, Leadership, Mutual Funds, Financial Analysis, Wealth Accumulation, Asset Allocation, 401k
Education
American College in Bryn Mawr, PA 1985 — 2013
CLU, ChFC, & RICP (Retirement Income Certified Professional)
Dickinson State University 1967 — 1971
Bachelor of Science, History & Political Science
Accenture September 2013 - Present
Univita Health Inc August 2011 - September 2013
Univita Health Inc October 2010 - August 2011
Univita Health Inc July 2010 - October 2010
Thrivent Financial for Lutherans December 2009 - February 2010
Skills
Active Directory, Microsoft Exchange, SharePoint, Citrix, Networking, IT Management, SCCM, Troubleshooting, Windows Server
Education
Gustavus Adolphus College 2006 — 2010
B.A., Management, Music
First American Title 2007 - Present
Thrivent Financial for Lutherans 1983 - 2002
Skills
Title Insurance, Escrow, Real Estate, Real Estate Transactions, Refinance, Closings, Mortgage Lending, Commercial Real Estate, Portfolio Management, Investments, Loans, Underwriting
Education
Gustavus Adolphus College
Bachelor's degree, Business Administration and Management, General
William Mitchell College of Law
Juris Doctor (J.D.), Real Estate, business
Navy Mutual Aid Association December 2014 - Present
CGI Federal August 2010 - December 2014
AmeriCorps September 2011 - August 2012
Swan Leasing December 2008 - January 2012
Thrivent Financial for Lutherans May 2009 - August 2009
Russell County Public Library June 2008 - August 2008
Volvo August 2007 - September 2007
Skills
Microsoft Office, Databases, Customer Service, SharePoint, Spreadsheets, Outlook, PowerPoint, Quality Assurance, Social Media, Six Sigma, Mac, Foreign Languages, Lotus Notes, Auditing, Photoshop, Software Quality..., Online Marketing, CMMI, Russian, Project Portfolio..., Press Releases, Event Planning, Inventory Management, IT Audit, Garageband, Real Estate, Calendars, Writing, Administrative Support, Customer Relations, application processing, Process Auditing, web design, case management, documentation, software administration, Quickbooks, Computer Lab Supervision, Surveys, Kaizen, Project Support, High Ropes Course..., Case Management Software, Business Analysis, Ensemble, PMO, Business Process..., Consulting, Sales Funnel/Pipeline..., Help Desk Support
Education
Gustavus Adolphus College 2006 — 2010
BA, cum laude, Russian Studies, Sociology/Anthropology
Floyd County High School 2002 — 2006
Bank of America August 2014 - Present
Merrill Edge July 2012 - August 2014
SunTrust Bank April 2010 - June 2012
Thrivent Financial for Lutherans August 2009 - March 2010
TVA Investment Challenge August 2008 - December 2008
Skills
Series 7, Series 66, Portfolio Management, Investments, Equities, Wealth Management, Loans, Insurance, FINRA, Asset Allocation, Mutual Funds, IRAs, Investment Strategies, Investment Advisory, Variable Annuities, Retirement Planning, 401k Rollovers, Securities, Financial Services, Financial Analysis, Fixed Income, Finance
Education
East Tennessee State University 2007 — 2008
B.B.A., Finance
Thrivent Financial for Lutherans June 1981 - Present
Education
Gustavus Adolphus College 1973 — 1977
B.A., Accounting, Music
Manpower/Poudre Valley Hospital/Clinic Billing May 2013 - June 2013
Thrivent Financial for Lutherans March 2007 - January 2012
National Center for Atmospheric Reseach September 2000 - December 2006
Skills
Microsoft Office, Travel Coordinator, Customer Service, Administrative Support, Invoicing, Annual Reports, Outlook, Compliance, Expenses, Accounts Payable, Accounts Receivable, Collections, Data Entry, Spreadsheets, Telephone Skills, Fax, Administrative..., Calendars
Education
Front Range Community College 1989 — 1993
Associates, Business Secretarial/Accounting
Thrivent Financial for Lutherans May 1992 - June 2010
Northwestern Mutual June 1991 - October 1991
Education
Furman University 1987 — 1991
B.S., History
Fork Union Military Academy 1985 — 1987
Freddie Mac July 2014 - Present
Genesis10 December 2012 - May 2014
Thrivent Financial for Lutherans 2012 - 2013
Cognizant Technology Solutions June 2005 - November 2012
Ameriprise Financial Services, Inc. 2009 - 2012
American Express 2005 - 2006
American Cybersystems 2004 - 2005
Skills
Requirements Analysis, SDLC, Java Enterprise Edition, SOA, Solution Architecture, Project Coordination, Global Delivery, Software Project..., Agile Project Management, Agile Methodologies, PMP, Enterprise Architecture, IT Strategy, PMO, Requirements Gathering
Education
Edith Cowan University 2003 — 2004
Masters, Internet Computing
Osmania University 1998 — 2000
Masters, Computer Science
2nd Phoenix, LLC January 2009 - Present
Thrivent Financial for Lutherans 2006 - 2008
Regent Planning Group 2004 - 2006
Skills
Real Estate Development, Residential Homes, Budgets, Strategic Planning, Real Estate, Project Planning, Project Management, Microsoft Office, Due Diligence, Microsoft Excel, Architecture, Commercial Real Estate
Education
Drexel University 2011 — 2013
Master's degree
National University
BBA
Thrivent Financial for Lutherans January 2010 - Present
Edward Jones July 2005 - December 2009
Skills
Retirement Planning, Series 66, Insurance Planning, Series 7, Retirement, Annuities, IRA's, Wealth Accumulation, Financial Planning, 401k, Wealth Management, Long Term Care, Financial Advice, Investment Advisory, Mutual Funds, Financial Advisory, Estate Planning, Asset Allocation, Disability Insurance, Charitable Giving, Wealth, Trust Services, Savings, Series 63, Investments, Money Management, Long-term Care, ETFs, Securities, Investment Products, Asset Management, Insurance, Financial Education, Portfolio Management, Protection, Asset Protection, Options
Education
Friends University 2003 — 2005
Business Management, Business
Hutchinson Community College 1997 — 2003
Business Administration and Management, General
Thrivent Financial for Lutherans May 2009 - Present
Citizens Financial Group 2011 - 2011
Brickyard Motorsports May 1997 - August 2009
Education
Eastern Michigan University 1978 — 1984
BBA, Finance, Management, Marketing
Trissential April 2012 - Present
Target January 2011 - April 2012
Thrivent Financial for Lutherans August 2010 - December 2010
Target Corporation June 2010 - August 2010
Concordia Language Villages January 2010 - February 2010
Thrivent Financial for Lutherans September 2009 - December 2009
Orono Community Education June 2009 - August 2009
Orono Community Education- Mentoring & Family Outreach January 2009 - March 2009
Education
Gustavus Adolphus College 2007 — 2010
Bachelor of Arts, Business Management
Highland High School July 2014 - Present
Highland CUSD #5 August 2012 - Present
The Pampered Chef September 1998 - Present
Edwardsville School District January 2014 - May 2014
Highland CUSD #5 August 2012 - December 2013
local school distircts October 2009 - August 2012
Thrivent Financial for Lutherans March 2003 - August 2005
Scott Credit Union 2003 - 2004
Skills
Customer Service, Excel, Social Media, Microsoft Office, Direct Sales, Product Marketing, Word, Access, PowerPoint, Consumer Lending, Teaching, Educational Technology, Accounting, Sales Management, Microsoft Excel, Non-profits, Training, Microsoft Word, Event Planning, Team Building, Coaching, Leadership, Public Speaking, Social Networking, Sales, Recruiting, Research, Data Entry, Marketing, Outlook, Staff Development, Small Business, Finance, Higher Education
Education
Greenville College 2014 — 2014
Special Education Endorsement, Special Education and Teaching
McKendree University 2012 — 2014
Master of Education (M.Ed.), Secondary Education and Teaching
Southern Illinois University, Edwardsville 2013 — 2013
National Writing Project Fellow
Southwestern Illinois College 2011 — 2012
Taking some extra classes, Business
Southeast Missouri State University 1991 — 1995
BS, Human & Environmental Studies
The Auto Club Group November 2012 - Present
Thrivent Financial for Lutherans June 2008 - December 2012
Trussway Inc January 2002 - July 2007
Skills
Sales, Sales Management, Customer Service, Investment Strategies
Education
Eastern Michigan University 1983 — 1985
BA, Marketing and Sales Promotion
Thrivent Financial BOARD OF DIRECTORSThrivent Financial for Lutherans1999 - 2014
Thrivent Financial for Lutherans 1968 - 1999
Education
University of Minnesota Law School 1965 — 1968
JD, LAW
Gustavus Adolphus College 1961 — 1965
BS, BUSINESS -HISTORY
Poplar Creek Library District, Streamwood,Il May 2011 - Present
American Cancer Society February 2000 - Present
Thrivent Financial for Lutherans January 2000 - Present
Immanuel Ev. Lutheran Church July 1992 - Present
Skills
Public Relations, Non-profits, Fundraising, Event Management, Volunteer Management, Social Media, Strategic Communications, Event Planning, Publicity, Internal Communications, Corporate Communications, Community Outreach, Social Networking, Facebook, Research, Proofreading, Social Media Outreach, Community Engagement, Team Building, Advertising, Online Research
Education
Elgin Community College
U. of Iowa
Craig Medical Practice Consulting May 2013 - Present
St. Vincent’s Health System August 2012 - April 2013
Craig Medical Practice Consulting September 2011 - August 2012
Thrivent Financial for Lutherans January 2011 - August 2011
University of Alabama at Birmingham December 1983 - December 2010
Skills
Microsoft Office, Budgeting, Healthcare, HIPAA, Customer Service, Financial Analysis, Strategic Planning, Team Building, Internal Medicine, Leadership, Practice Management, Data Analysis, Budgets, Hospitals, Nonprofits, Family Medicine, Physicians, Management
Education
University of Alabama at Birmingham 1986 — 1990
MBA, Business
Geneva College 1975 — 1979
BSBA, Business Administration
The Reynolds and Reynolds Company August 2012 - Present
Concordia Lutheran church September 2011 - July 2012
Thrivent Financial for Lutherans September 2011 - July 2012
Longhorn Steakhouse June 2006 - January 2012
Skills
Excel, Access, Word, PowerPoint, Salesforce.com, Outlook, Membership Plus, Data Entry, Typing, Customer Satisfaction, Problem Solving
Education
DeVry University-Ohio 2011 — 2012
Bachelor's, Technical Management-Health Services Management, 3.95
Sinclair Community College
Certficate, Medical Billing and Coding
Wells Fargo Home Mortgage October 2012 - April 2014
JP Morgan Chase December 2009 - March 2013
Thrivent Financial for Lutherans January 2009 - December 2009
United States Air Force December 1999 - August 2003
Skills
Credit, Mortgage Lending, Mortgage Banking, Banking, Loans
Education
Embry-Riddle Aeronautical University 2003 — 2005
Bachelor of Science (BS), Professional Aeronautics
Best Buy March 2011 - Present
Greatland 2006 - 2011
Thrivent Financial for Lutherans 2005 - 2006
Education
Franklin University 2009 — 2013
Bachelors of Science, Information Technology
Fox Valley Technical College 2003 — 2005
Associate of Science (AS), Networking/Information Technology
Appleton West High School
Keller Williams Realty, Inc. June 2015 - Present
Indepdendent Consultant January 2009 - Present
Unity Health Insurance February 2012 - January 2013
Dean Health Plan, Inc. October 2009 - February 2012
Indepndent Consultant September 2001 - February 2011
Thrivent Financial for Lutherans 2001 - December 2008
People's United Methodist Church January 2004 - March 2008
TDS Metrocom January 2002 - June 2003
TDS Metrocom January 2001 - January 2002
Ameritech/SBC Communications February 2000 - January 2001
Skills
Training, Leadership, Customer Service, Insurance, Management, Call Centers, Team Building, Health Insurance, Human Resources, Customer Retention, Data Analysis, Sales, Call Center Development, Process Improvement, Customer Satisfaction, Operations Management, Sales Management, Bookkeeping, Office Administration, Account Reconciliation, Salesforce.com, Sales Process, Conflict Resolution, Customer Service..., Call Center..., Customer Satisfaction..., Communication Training, Building Strong..., Relationship Marketing, Technical Writing, Medicare/Medicaid..., Financial Accounting, Contracts Administrators, Accounting Applications, Customer Oriented, Retention Strategies, Client Retention..., Dispute Resolution, Alternative Dispute..., Claims Resolution, Escalations Management, Technical Training, Curriculum Development, Health Care Reform, Microsoft CRM, Due Diligence, Landlord Tenant Disputes, Market Research, Multi Family Properties, First Time Home Buyers
Education
Edgewood College 1990 — 1996
Master of Arts (MA), Education/Teaching of Individuals with Specific Learning Disabilities
Edgewood College 1990 — 1994
Bachelor of Arts (BA), Elementary Education and Teaching
Thrivent Financial for Lutherans April 2007 - Present
Education
Dickinson State University
Franklin Energy Services March 2012 - Present
Franklin Energy Services February 2011 - March 2012
Concordia University Ann Arbor January 2010 - February 2011
Thrivent Financial for Lutherans September 2008 - January 2010
Education
Eastern Michigan University 2003 — 2007
Bachelor's degree, History
Drum's Florist November 2011 - Present
Thrivent Financial for Lutherans May 2007 - December 2009
Education
East Lincoln High School 1979 — 1982
Gaston College