Transamerica Retirement Management
Address: 408 St Peter St # 230, St Paul, MN 55102 Hours: Open now · Add full hours Unable to add this file. Please check that it is a valid photo. Phone: (952) 222-9904: : : : Category: Website: Place name: : Hours: : Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Add website Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Transamerica Retirement Management: Dufault Christopher Posting publicly on the Web Write a review Reviews 1 Google review
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Transamerica Retirement Management Employees
Sunrise Senior Living December 2009 - Present
Sunrise Senior Living March 2009 - November 2009
Sunrise Senior Living August 2007 - February 2009
The Creeks, Inc. July 2006 - July 2007
The Creeks Inc, Oak Creek Facility August 2001 - June 2006
Horizon Management Group October 1998 - June 2000
The Hillsdale Group February 1996 - October 1998
Transamerica Retirement Management August 1992 - February 1996
Skills
Budget Development, Financial Analysis -..., Market Feasibility..., Health Care State and..., Facility Remodel Project, Human Resources, Microsoft Word, Microsoft Excel, MS PowerPoint,, MS Publisher, Yardi Property..., Quickbooks, Employee Training, Nursing Management, Assisted Living, Alzheimer's Care, skilled nursing, Expense Management, Capital Project Planning
Education
Columbia College Chicago 1985 — 1989
Bachelor of Arts (B.A.), Psychology
Postal Credit Union February 2012 - Present
Postal Credit Union 2012 - Present
Transamerica Retirement Management 2009 - 2011
US Bancorp Investments 2008 - 2010
Bremer investments 2002 - 2008
Education
Concordia University-St. Paul
IBISWorld April 2009 - Present
Simple Rules of Money 2008 - 2010
Transamerica Retirement Management January 2006 - October 2008
Transamerica Retirement Services 2002 - December 2005
Guidance Solutions 2000 - 2001
US Interactive July 1998 - November 2000
Mayfield Associates 1996 - 1998
Sanford Bernstein & Co. August 1995 - August 1996
Liberty Mutual 1992 - 1995
Skills
Strategic Planning, Product Development, Business Strategy, Business Plan..., Market Research, Marketing Strategy, Product Management, Staff Management, Production Planning, Budget Development, Office Management, Business Expansion, Business Planning, Management, Business Development, Project Management, CRM, Product Marketing, Leadership, Strategy, Start-ups, Marketing
Education
Boston College 1988 — 1992
B.S., Finance
UCLA Anderson School of Management
MBA, Marketing and Strategic Planning
ACT July 2013 - Present
Certified Yoga Instructor May 2013 - Present
ACT March 2011 - Present
Transamerica Retirement Management July 2006 - January 2011
AEGON September 2001 - July 2006
AEGON February 2000 - September 2003
AEGON March 1998 - February 2000
McLeod USA March 1997 - March 1998
APAC Teleservices April 1996 - March 1997
Electronic Data Systems June 1991 - March 1996
Skills
Team Leadership, Business Analysis, Marketing, Project Management, Integration, Security, SDLC, Strategy, Information Security, Business Process, Cross-functional Team..., Computer Security, Leadership, CRM, Business Strategy, IT Management, Requirements Analysis, Information Security..., Management, Six Sigma, PMO, Operations Management, IT Service Management, Process Improvement, ISO 27001, Risk Assessment, Business Continuity, Disaster Recovery, Risk Management, Requirements Gathering, Enterprise Architecture, Networking, Vendor Management, Program Management, Software Development, Information Technology
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2008
MBA, Marketing
Luther College 1980 — 1984
Bachelor of Arts, Art
Luther College 1980 — 1984
Bachelor of Arts, Computer Science
KWP Consulting August 2012 - Present
Lennick Consulting Group August 2012 - Present
Blue Cross Blue Shield of MN 2013 - 2013
Five Star Professional January 2012 - July 2012
Transamerica Retirement Management May 2009 - December 2011
Wachovia June 2008 - January 2009
Ameriprise Financial 2006 - 2007
Ameriprise Financial 1994 - 2007
Ameriprise Financial 1989 - 2006
Dataserv Inc. 1985 - 1989
Skills
Sales Presentations, Website Development, New Business Development, Marketing Strategy, Market Research, Marketing Management, Advertising, Marketing, Strategy, Branding & Identity, Business Process..., Campaign Strategies, Salesforce.com, Graphic Design, Analysis, Microsoft Office, Lead Generation, Competitive Analysis, Positive Energy, Brand Management, Project Management, Marketing Communications, Financial Services, Program Management, Sales, Management, B2B Marketing, Leadership, Strategic Planning
Education
St. Cloud State University 1980 — 1984
Bachelor of Science (B.S.), Design and Visual Communications, General
University of Minnesota-Twin Cities
Master's degree, Journalism
The Coach & Mentor Group November 2010 - Present
MRA/Trusight December 2013 - Present
Transamerica Retirement Management October 2007 - July 2010
Wells Fargo Investments 1998 - 2007
Skills
Coaching, Series 7, Personal Development, Staff Development, Leadership, Business Coaching, Career Development, Executive Coaching, Leadership Development, Motivational Speaking, Succession Planning, Career Counseling, Business Networking, Performance Improvement, Organizational..., Employee Engagement, Small Business, Resume Writing, Talent Management, Organizational..., Emotional Intelligence, Infusionsoft, CustomerHub, Public Speaking, Start-ups, Business Planning, Workshop Facilitation, Entrepreneurship, Team Building, Sales, Training, Sales Management, Executive Development, Performance Management, Management, Time Management, Process Improvement, Strategy, Employee Training, Consulting, Project Planning, Executive Management
Education
Bethel University 2010 — 2012
BA, Organizational Leadership, with Honors
Coach Training Alliance 2010 — 2011
Certificate, Professional Coach
Transamerica Retirement Management 2010 - 2012
Transamerica Retirement Management 2008 - 2010
Tecmark 2003 - 2007
Ernst & Young LLP 2000 - 2003
Ernst & Young LLP 1998 - 2000
Skills
Project/Task Management, Problem..., Special Event Operation, Relationship Building, Team Building/Leadership, Performance Supervision
Education
Metropolitan State University
Marketing
University of St. Thomas
Mini MBA
USAdvisors Network July 2014 - Present
USAdvisors Wealth Management July 2014 - Present
Protective Life July 2007 - July 2014
Transamerica Retirement Management March 2007 - July 2007
Allianz Life March 2005 - March 2007
Thrivent Financial for Lutherans September 2003 - March 2005
First Bank September 2001 - April 2003
Financial Network Investment Corporation, Member SIPC January 1998 - June 2001
Financial Network Investment Corporation, Member SIPC June 1996 - January 1998
Skills
Retirement Planning, Leadership, Sales, Series 6, Variable Annuities, Life Insurance, Financial Advisory, Investments, Sales Management, Fixed Annuities, Training, Series 7, Retirement, Public Speaking, Long-term Care, Series 63, Customer Service, Mutual Funds, Series 65, Insurance
Education
St. Olaf College 1992 — 1995
BA, German
Shattuck School
Transamerica Retirement Management
Skills
Retirement, Retirement Planning, 401k, Investments, Mutual Funds, Alternative Investments, Wealth Management, Retirement Plan..., Fixed Annuities, Asset Allocation, Investment Advisory, Series 63, IRAs, Securities, Series 7
Education
William Mitchell College of Law 1989 — 1992
Gustavus Adolphus College 1984 — 1988
BA, Accounting
Duluth East 1981 — 1984
Guide Star Financial January 2014 - Present
Federal Financial Group LLC January 2013 - Present
Principal Financial Group April 2011 - April 2012
Transamerica Retirement Management July 2009 - January 2011
Ameriprise Financial Services, Inc. 2004 - 2009
Cenex Harvest States April 1992 - July 1994
Northwestern Mutual September 1985 - August 1990
Skills
Public Speaking, Speaking at Rotary..., Toastmasters, Insurance, Strategic Financial..., Retirement, Small Business, Retirement Planning, Entrepreneurship, Coaching, Microsoft Office, Leadership Development, Customer Service, Management
Education
University of Minnesota-Twin Cities 1972 — 1976
BS, Agronomy/Soil Science
Worthing Senior High School
U.S. Bank May 2015 - Present
Insite Software January 2015 - May 2015
Insite Software May 2012 - December 2014
Wolters Kluwer Financial Services October 2011 - May 2012
Transamerica Retirement Management November 2009 - January 2011
Drake University August 2005 - February 2010
Skills
Software Documentation, Analysis, Data Analysis, Customer Service, Economics, Time Management, Quality Assurance, Agile Methodologies, Business Analysis, Process Improvement, OS X, Troubleshooting, Axure, Microsoft Office, Training, Testing, Access, Visio, SharePoint, E-commerce, SQL, Windows, Technical Writing, Technical Documentation, Office 2010, Research, Six Sigma, Document Drafting, Commerce, Business Process Mapping, Mac OS X, HTML, Business Process, Outlook, Teamwork, PowerPoint, Technical Support, Windows 7, Microsoft SQL Server, Integration, CSS, Financial Analysis, Web Development, Computer Hardware, Change Management, Social Media, Cloud Computing, Blogging
Education
Drake University 2005 — 2009
BSBA, Economics, Finance, Concentration Insurance, Concentration Business Law
hello! Communications, LLC February 2011 - Present
Transamerica Retirement Management March 2008 - February 2011
Hamline University October 2004 - February 2008
Studio G August 2003 - October 2004
Jump Technologies, Inc. February 2003 - August 2003
Digital River July 2000 - October 2002
Starkey Labratories, Inc. August 1999 - August 2000
Ed-Ventures, Inc. November 1996 - July 1999
Skills
Email Marketing, SEO, Copywriting, Social Media Marketing, Advertising, Creative Direction, Digital Strategy, Web Design, Marketing, Corporate Communications, Strategy, Graphic Design, Newsletters, Analytics, Editing, Web Analytics, Lead Generation, E-commerce, Interactive Marketing, Account Management, Social Media, Mobile Marketing, Digital Marketing, Marketing Strategy, Web Marketing, Direct Marketing, Integrated Marketing, Online Marketing
Education
Hamline University 2005 — 2008
M.A.
St. Olaf College 1992 — 1996
B.A.
Money-Conscious LLC May 2012 - October 2013
Transamerica Retirement Management March 2009 - January 2012
Ameriprise Financial 2006 - 2009
Ameriprise Financial 2001 - 2006
Skills
Series 7, 24, 65, Retirement Income, Strategic Financial..., Investments, Financial Services, Portfolio Management, Insurance, Fixed Annuities, Retirement Planning, Strategic Planning, Relationship Management, Asset Managment, Institutional Business..., Personal Financial..., Strategic Account..., Wholesaling to..., Wholesaling, Worksite Financial..., Financial Wellness..., Health and Wealth..., Health Savings Accounts, Long-term Care..., Financial product..., Retail Banking, Financial Institutions, Independent Financial..., Variable Annuities, Variable Life, Sales Management, Salesforce.com, Salesforce.com..., Operating Budgets, New Hire Training, Team Leadership, Team Building, Team Management, Cross-functional Team..., Channel Strategy, Channel Optimization, Channel Sales, New Venture Development, Executive Management, Compliance, Legal Compliance, Recruiting, Management Consulting, Leadership, Strategy, Management, Mutual Funds
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
St. Cloud State University
BS, Finance
United States Air Force Academy
Route 66 Extended Warranty June 2013 - Present
Fiserv EFT January 2012 - June 2013
Transamerica Retirement Management February 2008 - January 2012
Harland Clarke December 2007 - February 2008
John H. Harland March 2006 - December 2007
Liberty Enterprises August 2001 - March 2006
Hertz Equipment Rental 1996 - 1997
Skills
Sales, Sales Management, Account Management, New Business Development, Strategic Planning, B2B, Business Development, Team Building, Solution Selling, Leadership, Cold Calling, Negotiation, Marketing Strategy, Relationship Management, Sales Presentations, Direct Marketing, Coaching, Call Center, Marketing, Contract Negotiation, Insurance, Sales Operations, Start-ups, Strategy
Education
University of Phoenix-Jacksonville 2000 — 2002
MBA, Business
Florida State University 1992 — 1996
BS, Social Science
Transamerica Retirement Management May 2011 - Present
Fidelity Investments March 2010 - December 2010
OppenheimerFunds January 2006 - January 2009
OppenheimerFunds December 2002 - January 2006
OppenheimerFunds January 2000 - January 2003
OppenheimerFunds January 1998 - January 2000
OppenheimerFunds January 1997 - January 1998
Vectra Bank Colorado January 1994 - January 1997
Skills
Retirement Planning, 401k, IRAs, Investments, Fixed Income, CRM, Leadership, Financial Services, Training, Finance, Analysis, Call Centers, Process Improvement, Customer Service, Mutual Funds, Sales
Education
Inver Hills Community College 1980 — 1982
Liberal Arts
KWP Consulting March 2012 - Present
Int'l Tennis Hall of Fame 2010 - 2015
Int'l Tennis Hall of Fame 2010 - 2015
Transamerica Retirement Management December 2005 - January 2012
H&R Block Financial Advisors 2002 - 2005
MetLife Securities March 1998 - June 2003
American Express Financial Advisors November 1990 - April 1999
Skills
Qualified Retirement..., Marketing Strategy, Business Development, Leadership Development, Strategic Planning, Business Strategy, Financial Advisor..., Financial Services -..., Financial Planning..., Financial Advisory, Strategic Financial..., Financial Services, Recruiting, New Business Development, Strategy, Sales, Management, Strategic Partnerships, Competitive Analysis, Leadership, Marketing, Mergers & Acquisitions, Integrated Marketing, Management Consulting, Business Planning, Retirement Planning, Retirement, Financial Planning
Education
Boston University Graduate School of Management 1993 — 1996
MBA, Marketing
University of Minnesota - Carlson School of Management 1991 — 1992
NA Transfered to BU, MBA
Pitzer College 1984 — 1987
Ba, Psychology
Colby College 1982 — 1984
NA transfer, Economics
Blue Cross and Blue Shield of Minnesota May 2013 - Present
Blue Cross and Blue Shield of Minnesota April 2012 - May 2013
Transamerica Retirement Management March 2007 - November 2011
Harland (formerly Liberty) November 2006 - March 2007
Liberty July 2004 - November 2006
TCF Bank 2000 - July 2004
Skills
Marketing Strategy, Team Management, Market Planning, Promotions, Internal Communications, Marketing Communications, Cross-functional Team..., Online Advertising, Brand Management, Online Communications, Event Management, B2B Marketing, B2B2C, Team Building, Strategic Planning, SEO, Advertising, Integrated Marketing, Interactive Marketing, Social Media Marketing, New Business Development, Marketing, Marketing Research, Strategic Communications, Strategy, Public Relations, Creative Direction, Management, Leadership, Direct Marketing, Start-ups, Segmentation, Email Marketing, Product Launch, Marketing Management
Education
Bethel University
Graduate Level Degree, Master's of Communication
University of Wisconsin-Eau Claire
Bachelor of Arts, Journalism / Advertising
Foster Avenue September 2013 - Present
MLS, Mortgage Lending Services, LLC (a TruStone Financial Company) March 2012 - Present
Portico Benefit Services January 2012 - February 2014
Transamerica Retirement Management September 2006 - November 2011
TCF Financial Corporation 2005 - 2006
TCF National Bank 1999 - 2005
Wells Fargo June 1997 - June 1999
Wells Fargo August 1989 - June 1997
Skills
Writing, Strategic Planning, Marketing Strategy, Program Management, Creative Direction, Creative Concept..., People Management, Public Relations, Presentation Development, Presenter, Photography, Scripting, Short Films, Screenwriting, Corporate Communications, Media Relations, Media Planning, Digital Marketing, Digital Strategy, Strategy, Management, Copywriting, Marketing Communications, Marketing, Budgets, Strategic Communications, Team Building, Product Development, Leadership, Banking, Business Strategy
Education
Georgetown University 2003 — 2005
Diploma, Stonier ABA Graduate School of Banking
University of Wisconsin-Eau Claire 1981 — 1985
B.A., Journalism and Advertising
TD Ameritrade April 2014 - Present
TD Ameritrade October 2012 - April 2014
TD Ameritrade October 2010 - November 2012
Transamerica Retirement Management May 2008 - October 2010
Ameriprise Financial Advisors March 2007 - May 2008
Skills
Series 7, Coaching, Team Leadership, Branch Management, Investments, IRAs, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Uniform Combined State..., Series 24, Retirement, Wealth Management, Finance, 401k, Financial Services, Series 65, FINRA, Investment Advisory, Asset Management, Estate Planning, Series 66
Education
Augsburg College
English, Communications
Transamerica Retirement Solutions October 2014 - Present
Transamerica Retirement Solutions March 2014 - Present
Transamerica Retirement Management July 2012 - Present
Transamerica Retirement Management June 2011 - July 2012
Solatube International, Inc March 2008 - June 2011
Solatube International, Inc. 2008 - 2010
Jack Nadel, International July 2006 - March 2008
GE Consumer Finance August 2004 - June 2006
Pagoda Spa November 2003 - May 2004
Juut Salonspa December 2001 - November 2003
Skills
Social Media Marketing, Online Advertising, Salesforce.com, Sales, Direct Marketing, Public Relations, Event Planning, Trade Shows, Strategic Planning, Marketing Strategy, Email Marketing, Marketing Communications, Integrated Marketing, Marketing, Contract Negotiation, CRM, B2B, Product Development, Marketing Management, Product Management, Strategy
Education
San Diego State University-California State University 2007 — 2009
MBA, Marketing, Management
Macalester College 1998 — 2002
BA, Communication Studies
Freelance / Consulting March 2015 - Present
Rotella Photography 2011 - Present
PURE: Experience Research and Design February 2013 - March 2015
Target October 2012 - January 2013
Thomson Reuters April 2012 - October 2012
space150 2012 - March 2012
Transamerica Retirement Management February 2011 - January 2012
Transamerica Retirement Management September 2008 - February 2011
Target 2006 - 2007
Skills
User-centered Design, Interaction Design, Web Design, Information Architecture, Usability Testing, User Experience, User Interface Design, Personas, Wire Framing, Interactive Marketing, Email Marketing, Digital Strategy, OmniGraffle, Online Marketing, SEO, Online Advertising, Axure, User Research, Visio, Creative Direction, Adobe Creative Suite, Wireframes, Integrated Marketing, Art Direction, Graphic Design, Strategy, Interactive Advertising, Digital Marketing, Analytics, Content Strategy, User Interface
Education
University of Minnesota-Twin Cities
M.A. Strategic Communication, Communication
University of Minnesota-Twin Cities
B.S., Dual Graphic Design & Advertising
Source, LLC May 2012 - Present
TransAmerica Retirement Management March 2011 - February 2012
Northwestern Mutual September 2010 - March 2011
Ameriprise Financial April 2008 - March 2009
Ameriprise Financial January 1998 - April 2008
Skills
Talent Acquisition, Recruiting, College Recruiting, Leadership Development, Talent Management, Marketing Strategy, Executive Search, Change Management, Workforce Planning, Budgets, Public Speaking, Customer Acquisition, Management, CRM, Strategic Planning, Process Improvement, Program Management, Team Building, New Business Development, Account Management, Leadership, Business Development, Vendor Management, Sales, Strategy, Mergers & Acquisitions, Training, Finance, Sales Operations, Networking, Employee Benefits, Financial Services, Time Management, Marketing, Cross-functional Team..., Mentoring, Coaching, Relationship Building, Project Management, Financial Planning, B2B, Relationship Management, Strategic Thinking, Insurance, Business Strategy
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree
Fillmore Central High School 1985 — 1995
Phillippi and Associates December 2012 - Present
Transamerica October 2007 - October 2012
Transamerica Retirement Management 2007 - October 2012
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Fixed Annuities, Series 63, Investments, Strategic Financial..., 401k, Wealth Management, Estate Planning, Financial Advisory
Education
Minnesota State University, Mankato 1996 — 1998
Bachelor of Science (BS), Finance
Transamerica Retirement Solutions July 2011 - Present
Transamerica Retirement Management January 2008 - July 2011
Transamerica 2004 - 2008
Aegon 1998 - 2004
Aegon June 1996 - 1998
Skills
Project Portfolio..., Strategic Planning, Partner Relationship..., Business Analysis, Process Improvement, Process Management, Call Center, Risk Management, Relationship Management, CRM, Program Management, Change Management, Requirements Analysis, Project Management, SDLC, Call Centers, Business Requirements, Visio, Requirements Gathering, Business Process..., Financial Services, Strategy
Education
University of Iowa 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Kirkwood Community College 1992 — 1994
Associate's, Marketing Management
Cedar Rapids Jefferson High School 1989 — 1992
Diploma, General
Three Crowns June 2011 - Present
Transamerica Retirement Management March 2010 - June 2011
UBS Financial Services June 2008 - May 2009
E-Trade Financial March 2007 - June 2008
Bank of America December 2002 - March 2007
KPMG May 2001 - December 2002
Charles Schwab 1990 - 2001
Skills
Call Center, Compliance, Series 7, Customer Relations, Coaching, Customer Service, Team Building, Performance Management, Management, Banking, Sales, Operations Management, Employee Benefits, Call Centers, Project Management, Risk Management, Mutual Funds, Financial Analysis, Insurance, Vendor Management, Relationship Management, Leadership, Process Improvement, Financial Services, Change Management, Securities
Education
Langley
Old Dominion University
BSBA, Business Administration
Wells Fargo Advisors May 2014 - Present
Ameriprise Financial May 2010 - May 2014
Riversource Distributors, Inc. April 2008 - May 2010
Transamerica Retirement Management March 2007 - April 2008
Ameriprise Financial Advisors 2005 - 2007
Education
University of Saint Thomas - School of Business 2009 — 2013
MBA, Business
Iowa State University - College of Business 2002 — 2005
BS, Marketing and Management
Iowa State University
Mahtomedi High School
Verisight, Inc March 2013 - Present
ActiFi 2012 - March 2013
Transamerica Retirement Management 2008 - January 2012
Transamerica Retirement Management 2006 - 2008
BISYS 2004 - 2006
Hartford Life 2003 - 2004
Prudential Financial 1985 - 2003
Skills
Defined Contribution, Retirement Services, Business Strategy, Process Management, Investments, Cross-functional Team..., Business Relationship..., Operations Management, Client Service, Call Center Development, Call Center, Analytics, Leading People, Quality Management, Financial Management, Vendor Management, Project Implementation, Organizational..., •Creativity, New Product..., Series 7, Series 66, Retirement Income, Process Improvement, Sales Operations, Sales Process, Executive Management, Retirement, Strategic Financial..., Call Centers, Leadership, Strategic Planning, Coaching, Retirement Planning, Relationship Management, Management, Strategy, Financial Services, Mutual Funds, Managerial Finance, Financial Planning
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
MBA, Finance
Colgate University 1980 — 1984
BA, Economics
Mountain Lakes High School 1976 — 1980
HS
Transamerica Retirement Management 2007 - Present
Allianz Life September 2004 - February 2007
Allianz Life Financial Services, LLC 2004 - 2007
North Star Resource Group 2002 - 2004
Skills
Series 7, Series 6, Series 63, Series 66, Public Speaking, Retirement Planning, Retirement Income..., Retirement Services, Account Management, New Business Development, Relationship Development, Business Relationship..., 401k, Annuities, Mutual Funds, Stocks, Bonds, Business Strategy, Institutional Relations, Institutional Marketing, Institutional Clients, Institutional..., Client Services, Client Retention, Client Relationship..., Client Education, Customer Relations, Customer Retention, Customer Acquisition, Customer Satisfaction, Customer Advocacy, Uniform Combined State..., Retirement, Separately Managed..., CRM, Asset Allocation, Finance, Fixed Annuities, Financial Advisory
Education
University of Minnesota-Twin Cities 1997 — 2002
BS, Business & Marketing
UBS October 2013 - Present
AIG January 2011 - October 2013
Transamerica September 2009 - October 2010
Transamerica Retirement Management January 2009 - September 2009
Transamerica September 2006 - September 2009
Skills
Series 7, 63, 6, 24,...
Education
St. Catherine University 2008 — 2012
Bachelor of Science, Marketing & Management
The University of North Dakota 2000 — 2001
Business Administration
CUNA Mutual Retirement Solutions September 2013 - Present
The Glading Group August 2012 - July 2013
Transamerica Retirement Management March 2010 - February 2012
Financial Engines May 2009 - April 2010
Ameriprise Financial May 2004 - February 2009
Wachovia Bank, N.A. 2001 - 2003
Charles Schwab September 1999 - September 2001
Evare June 1997 - September 1999
Bank One 1995 - 1997
Fidelity Investments 1990 - 1995
Skills
Investments, Strategic Planning, Business Development, Financial Services, Retirement, Marketing Strategy, Marketing, Mutual Funds, Retirement Planning, Sales Management, Program Management, Strategic Financial..., Selling, Insurance, Management, Investment Management, Leadership, Employee Benefits, Pensions, Sales, Asset Allocation, FINRA Registered
Education
Bowdoin College 1986 — 1990
Asian Studies/American History, Chinese, American History, Asian History
Transamerica Retirement Management May 2009 - Present
US Bancorp Investments & Insurance June 2008 - March 2009
US Bancorp Investments & Insurance, Inc. September 2003 - June 2008
JA Counter & Associates, Inc February 2003 - August 2003
Skills
Mutual Funds, Series 7, Securities, FINRA, Financial Services, Series 63, Retirement Planning, Fixed Annuities, Investments
Education
Minnesota State University, Mankato 1981 — 1983
MBA, Finance
Northern State University 1977 — 1981
BS, Business Administration
Shock Doctor, Inc. July 2011 - Present
Transamerica Retirement Management October 2007 - July 2011
Clark Consulting 2003 - 2007
Nash Finch Company 2001 - 2003
Education
Northwestern College
BA, Communications
Goldmark Property Management September 2013 - January 2015
Runway Replay LLC January 2011 - September 2013
Target September 2010 - December 2010
Transamerica Retirement Management January 2009 - May 2009
Skills
Customer Service, Sales, Marketing, Management, Social Media, Microsoft Office, Microsoft Excel, Real Estate, Property Management, Accounting, Advertising
Education
St. Cloud State University 2004 — 2009
Bachelor of Science, Communications, Advertising and Marketing, Business, 3.0
Insurance Dynamics September 2015 - Present
Horace Mann Insurance March 2012 - August 2015
Transamerica Retirement Management August 2007 - January 2013
Skills
401k, Retirement, Series 63, Fixed Annuities, Series 7, Mutual Funds, Retirement Planning, Series 6, Relationship Management, Asset Allocation, Financial Advisory
Education
Augsburg College 2001 — 2006
Business Administration
PNC Financial Services November 2011 - Present
Transamerica Retirement Management 2006 - 2010
Thrivent Investment Management 2002 - 2006
RBC Dain Rauscher 1992 - 2002
Education
Mount Mary University 1983 — 1985
BA, Business Administration/Finance