Trust Point Inc.
Industry: Company
DescriptionFounded: 1913 Subsidiary: Anchor TrustFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportTrust PointWebsiteDirections Saved (0) Saved Save Financial planner in La Crosse, Wisconsin Address: 230 Front St N, La Crosse, WI 54601 Hours: Open ⋅ Closes 5PM Thursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (608) 782-1148: : Website: Place name: : : Category: : : Website: http://www.trustpointinc.com/ Category: Financial Planner 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. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 8 AM: Usually a little busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Trust Point Posting publicly on the Web Write a review Reviews Be the first to review
Trust Point Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Trust Point Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Trust Point Inc. Employees
Employee
Years
Job
Industry
Kristi Hartman Kristi Hartman's Trust Point Inc. Experience November 2012 - Present
Job Relationship Manager Retirement Plan Services at Trust Point Inc.
Industry Financial Services
Experience
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
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
Philip J. Ruce, J.D., LL.M. Philip J. Ruce, J.D., LL.M.'s Trust Point Inc. Experience September 2011 - January 2014
Job Trust and Estate Planning Attorney. Wills, Trusts, Probate, Trustee and Beneficiary Representation
Industry Law Practice
Experience
Stone Arch Law Office, PLLC February 2014 - Present
Minneapolis Animal Care and Control 2013 - Present
Thomas Jefferson School of Law January 2013 - Present
Trust Point Inc. September 2011 - January 2014
Wells Fargo Bank June 2008 - September 2011
TCF Investments September 2001 - August 2005
PFPC Financial Services March 2000 - March 2001
Skills
Estate Planning, Revocable Trusts, Personal Trust..., Trusts, Wills, Preparation of Wills, Trustee, Trusteeship, Estate Tax Planning, Estate & Gift Taxation, Living Will, Powers of Attorney, Health Care Proxies, Legal Research, Educational Seminars, Trust Taxation, Unit Trusts, Charitable Trusts, Trust Management, Legal Advice, Legal Documents, Special Needs Trusts, Legal Writing, Scholarly Research, Financial Advisory
Education
William Mitchell College of Law 2005 — 2008
J.D., Estates, Trusts, Taxation
Thomas Jefferson School of Law 2009 — 2011
LL.M., summa cum laude, Wealth Management and Compliance/AML
University of Minnesota-Twin Cities 1995 — 1999
B.A., Sociology of Law
Stone Arch Law Office, PLLC February 2014 - Present
Minneapolis Animal Care and Control 2013 - Present
Thomas Jefferson School of Law January 2013 - Present
Trust Point Inc. September 2011 - January 2014
Wells Fargo Bank June 2008 - September 2011
TCF Investments September 2001 - August 2005
PFPC Financial Services March 2000 - March 2001
Skills
Estate Planning, Revocable Trusts, Personal Trust..., Trusts, Wills, Preparation of Wills, Trustee, Trusteeship, Estate Tax Planning, Estate & Gift Taxation, Living Will, Powers of Attorney, Health Care Proxies, Legal Research, Educational Seminars, Trust Taxation, Unit Trusts, Charitable Trusts, Trust Management, Legal Advice, Legal Documents, Special Needs Trusts, Legal Writing, Scholarly Research, Financial Advisory
Education
William Mitchell College of Law 2005 — 2008
J.D., Estates, Trusts, Taxation
Thomas Jefferson School of Law 2009 — 2011
LL.M., summa cum laude, Wealth Management and Compliance/AML
University of Minnesota-Twin Cities 1995 — 1999
B.A., Sociology of Law
Jesse Marshik Jesse Marshik's Trust Point Inc. Experience September 2014 - Present
Job Relationship Manager at Trust Point Inc.
Industry Financial Services
Experience
Trust Point Inc. September 2014 - Present
AMCAD August 2009 - May 2014
UPS March 2007 - August 2009
Skills
Financial Accounting, Financial Analysis, Financial Planning, Investments, Retirement Planning, Trust Services, Tax Compliance, Tax Planning, Business Analysis, Business Process..., Integration, Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Software Project...
Education
University of Wisconsin-La Crosse
Bachelor's Degree, Accountancy
University of Florida
Bachelor's Degree, Finance
Trust Point Inc. September 2014 - Present
AMCAD August 2009 - May 2014
UPS March 2007 - August 2009
Skills
Financial Accounting, Financial Analysis, Financial Planning, Investments, Retirement Planning, Trust Services, Tax Compliance, Tax Planning, Business Analysis, Business Process..., Integration, Requirements Analysis, Requirements Gathering, SDLC, Software Documentation, Software Project...
Education
University of Wisconsin-La Crosse
Bachelor's Degree, Accountancy
University of Florida
Bachelor's Degree, Finance
Cassie Feller Cassie Feller's Trust Point Inc. Experience May 2012 - Present
Job Account Support Specialist at Trust Point Inc.
Industry Accounting
Experience
Trust Point Inc. May 2012 - Present
Trust Point Inc. January 2012 - May 2012
Trust Point Inc. May 2011 - December 2011
Trust Point Inc. January 2011 - May 2011
Skills
Financial Accounting, Tax Accounting, Tax, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, GoSystems, AddVantage, OneSource, Personal Trust, Wealth Management, Financial Projection, Time Management, Customer Service
Education
University of Wisconsin-La Crosse 2008 — 2010
Bachelor of Science, Accounting
Minnesota State University, Mankato 2007 — 2008
Accounting
Trust Point Inc. May 2012 - Present
Trust Point Inc. January 2012 - May 2012
Trust Point Inc. May 2011 - December 2011
Trust Point Inc. January 2011 - May 2011
Skills
Financial Accounting, Tax Accounting, Tax, Accounting, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, GoSystems, AddVantage, OneSource, Personal Trust, Wealth Management, Financial Projection, Time Management, Customer Service
Education
University of Wisconsin-La Crosse 2008 — 2010
Bachelor of Science, Accounting
Minnesota State University, Mankato 2007 — 2008
Accounting
Brian Thorkelson Brian Thorkelson's Trust Point Inc. Experience January 2008 - September 2010
Job Chief Investment Officer at Lurie Wealth Advisors, LLC
Industry Investment Management
Experience
Lurie Wealth Advisors, LLC September 2014 - Present
JP Morgan September 2010 - September 2014
Trust Point Inc. January 2008 - September 2010
Thrivent Financial 1997 - 2006
Thrivent Financial 1992 - 1997
Thrivent Financial 1988 - 1992
Skills
Series 7, Investments, Investment Strategies, Wealth Management, Asset Allocation, Series 63, Equities, Asset Managment, Mutual Funds, Portfolio Management, Investment Advisory, Securities, Equity Research, Strategic Financial..., Estate Planning, Retirement Planning, Hedge Funds, Financial Analysis, Alternative Investments, Bloomberg
Education
Gustavus Adolphus College
Bachelor of Arts, Computer Science, Math, Philosophy
Lurie Wealth Advisors, LLC September 2014 - Present
JP Morgan September 2010 - September 2014
Trust Point Inc. January 2008 - September 2010
Thrivent Financial 1997 - 2006
Thrivent Financial 1992 - 1997
Thrivent Financial 1988 - 1992
Skills
Series 7, Investments, Investment Strategies, Wealth Management, Asset Allocation, Series 63, Equities, Asset Managment, Mutual Funds, Portfolio Management, Investment Advisory, Securities, Equity Research, Strategic Financial..., Estate Planning, Retirement Planning, Hedge Funds, Financial Analysis, Alternative Investments, Bloomberg
Education
Gustavus Adolphus College
Bachelor of Arts, Computer Science, Math, Philosophy
Esther Tierney's Trust Point Inc. Experience October 2014 - Present
Job Regional Account Executive at Trust Point Inc.
Industry Financial Services
Experience
Trust Point Inc. October 2014 - Present
Multistack May 2005 - October 2014
Western Technical College 2012 - 2013
Skills
Strategic Planning, Product Development, New Business Development, Customer Service, Sales, Sales Management, Marketing Strategy, Management, Marketing, Microsoft Office, Leadership, Team Building
Education
University of Wisconsin-La Crosse 2005 — 2011
Master of Business Administration (MBA)
Colorado State University 1999 — 2003
Bachelor's degree, Economics
Trust Point Inc. October 2014 - Present
Multistack May 2005 - October 2014
Western Technical College 2012 - 2013
Skills
Strategic Planning, Product Development, New Business Development, Customer Service, Sales, Sales Management, Marketing Strategy, Management, Marketing, Microsoft Office, Leadership, Team Building
Education
University of Wisconsin-La Crosse 2005 — 2011
Master of Business Administration (MBA)
Colorado State University 1999 — 2003
Bachelor's degree, Economics
Don Mayer Don Mayer's Trust Point Inc. Experience November 2004 - Present
Job Sr. Vice President at Trust Point Inc.
Industry Financial Services
Experience
Trust Point Inc. November 2004 - Present
Westfalia Surge Inc. 2002 - 2006
Westfalia Surge Inc. 2000 - 2002
Babson Bros. Co. 1997 - 2000
Babson Bros. Co. 1992 - 1997
Babson Bros. Co. 1989 - 1992
Skills
Estate Planning, Financial Analysis, Wealth Management, Investments, Portfolio Management, Budgets, Strategic Financial..., Accounting, Alternative Investments, Trusts, Business Planning, Small Business, Mutual Funds, Banking, Asset Allocation, Equities, Real Estate, Risk Management, Credit, Loans, Insurance, Credit Analysis, Wealth, Finance, Asset Management, Financial Services, Securities, Financial Planning, Management, Strategic Planning, Leadership, Customer Service
Education
Cardinal Stritch University 2002 — 2004
MBA
The Pennsylvania State University 1982 — 1987
Bachelor of Science, Agriculture
Trust Point Inc. November 2004 - Present
Westfalia Surge Inc. 2002 - 2006
Westfalia Surge Inc. 2000 - 2002
Babson Bros. Co. 1997 - 2000
Babson Bros. Co. 1992 - 1997
Babson Bros. Co. 1989 - 1992
Skills
Estate Planning, Financial Analysis, Wealth Management, Investments, Portfolio Management, Budgets, Strategic Financial..., Accounting, Alternative Investments, Trusts, Business Planning, Small Business, Mutual Funds, Banking, Asset Allocation, Equities, Real Estate, Risk Management, Credit, Loans, Insurance, Credit Analysis, Wealth, Finance, Asset Management, Financial Services, Securities, Financial Planning, Management, Strategic Planning, Leadership, Customer Service
Education
Cardinal Stritch University 2002 — 2004
MBA
The Pennsylvania State University 1982 — 1987
Bachelor of Science, Agriculture
Diane Haugen Diane Haugen's Trust Point Inc. Experience February 2012 - July 2012
Job Administrative Assistant at Winona State University
Industry Education Management
Experience
Winona State University January 2014 - Present
University of Minnesota September 2012 - January 2014
Trust Point Inc. February 2012 - July 2012
Viterbo University August 2006 - February 2012
Krysilis, Inc January 2006 - June 2006
Waldorf College March 2004 - March 2005
Ag Performance June 2003 - March 2004
Bethel University December 1997 - April 2002
Entegris, Inc. 1987 - 1997
Crown College 1985 - 1987
Skills
Higher Education, Microsoft Office, Customer Service, Event Planning, Community Outreach, Administrative..., Nonprofits, Outlook, Public Speaking, Leadership, Administration, Fundraising, Training, Event Management, PowerPoint, Microsoft Word
Education
Viterbo University 2010 — 2012
MBA - Ethical leadership, Business, 3.85
Crown College 1995 — 1997
Management and Ethics, Business
Chippewa Valley Technical College 1981 — 1982
AAS, Data Processing/Computer Programming
Winona State University January 2014 - Present
University of Minnesota September 2012 - January 2014
Trust Point Inc. February 2012 - July 2012
Viterbo University August 2006 - February 2012
Krysilis, Inc January 2006 - June 2006
Waldorf College March 2004 - March 2005
Ag Performance June 2003 - March 2004
Bethel University December 1997 - April 2002
Entegris, Inc. 1987 - 1997
Crown College 1985 - 1987
Skills
Higher Education, Microsoft Office, Customer Service, Event Planning, Community Outreach, Administrative..., Nonprofits, Outlook, Public Speaking, Leadership, Administration, Fundraising, Training, Event Management, PowerPoint, Microsoft Word
Education
Viterbo University 2010 — 2012
MBA - Ethical leadership, Business, 3.85
Crown College 1995 — 1997
Management and Ethics, Business
Chippewa Valley Technical College 1981 — 1982
AAS, Data Processing/Computer Programming
Tom Vercauteren Tom Vercauteren's Trust Point Inc. Experience September 2010 - February 2014
Job Associate Attorney at Hurley, Burish & Stanton, S.C.
Industry Law Practice
Experience
Hurley, Burish & Stanton, S.C. June 2015 - Present
U.S. Bank March 2014 - June 2015
Trust Point Inc. September 2010 - February 2014
Van Lieshout Law Office October 2009 - February 2010
Uline May 2008 - August 2008
Skills
Investments, Estate Planning, Microsoft Office, Mutual Funds, Legal Research, Real Estate, Customer Service, Microsoft Excel, PowerPoint, Negotiation, Tax, Microsoft Word, Management, Account Management, Banking, Litigation, Research
Education
University of Wisconsin Law School 2006 — 2009
J.D., Law
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Hurley, Burish & Stanton, S.C. June 2015 - Present
U.S. Bank March 2014 - June 2015
Trust Point Inc. September 2010 - February 2014
Van Lieshout Law Office October 2009 - February 2010
Uline May 2008 - August 2008
Skills
Investments, Estate Planning, Microsoft Office, Mutual Funds, Legal Research, Real Estate, Customer Service, Microsoft Excel, PowerPoint, Negotiation, Tax, Microsoft Word, Management, Account Management, Banking, Litigation, Research
Education
University of Wisconsin Law School 2006 — 2009
J.D., Law
University of Minnesota-Twin Cities 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Mitchell King Mitchell King's Trust Point Inc. Experience August 2015 - Present
Job Relationship Manager Retirement Plan Services at Trust Point Inc.
Industry Law Practice
Experience
Trust Point Inc. August 2015 - Present
Johnson King, PLLC September 2012 - August 2015
Kretsch & Gust, PLLC July 2011 - August 2012
BenePartum Law Group, P.A. March 2009 - June 2011
Clark Consulting January 2004 - April 2006
Mesirow Financial September 2000 - December 2003
BNSF Railway 1999 - 2000
Skills
Estate Planning, Contract Negotiation, Wills, Trusts, Small Business, Corporate Law, Real Estate, Business Formation, Securities, Asset Protection, Property Law
Education
William Mitchell College of Law 2005 — 2008
JD, Law
Lake Forest College 1995 — 1999
B.A., Economics
Birchwood Elementary 1983 — 1989
The Marshall School
Trust Point Inc. August 2015 - Present
Johnson King, PLLC September 2012 - August 2015
Kretsch & Gust, PLLC July 2011 - August 2012
BenePartum Law Group, P.A. March 2009 - June 2011
Clark Consulting January 2004 - April 2006
Mesirow Financial September 2000 - December 2003
BNSF Railway 1999 - 2000
Skills
Estate Planning, Contract Negotiation, Wills, Trusts, Small Business, Corporate Law, Real Estate, Business Formation, Securities, Asset Protection, Property Law
Education
William Mitchell College of Law 2005 — 2008
JD, Law
Lake Forest College 1995 — 1999
B.A., Economics
Birchwood Elementary 1983 — 1989
The Marshall School
Alyssa Parr, MBA Alyssa Parr, MBA's Trust Point Inc. Experience September 2011 - May 2012
Job ELS Admissions Advisor Kaplan University
Industry Higher Education
Experience
Kaplan University May 2012 - Present
Trust Point Inc. September 2011 - May 2012
Shopko November 2005 - May 2012
Shopko May 2011 - September 2011
Shopko March 2007 - April 2011
Skills
Customer Service, Microsoft Office, Sales Support, Business Research, Management, Direct Sales, Market Research, Social Networking, Organized Multi-tasker, Close Attention to..., Client Correspondence, Highly personable, Motivated self-starter, Supervisory Experience, Time Management, Data Entry, PowerPoint, Student Recruiting, Retail, Sales, Advertising, Teamwork, Customer Satisfaction, Merchandising, Microsoft Excel, Microsoft Word, Team Building, Critical Thinking, Recruiting, Leadership
Education
Kaplan University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
University of Wisconsin-La Crosse 2008 — 2012
Bachelor of Science (BS), Marketing, Communications, 3.5
La Crosse Central High School 2004 — 2008
High School Diploma
Kaplan University May 2012 - Present
Trust Point Inc. September 2011 - May 2012
Shopko November 2005 - May 2012
Shopko May 2011 - September 2011
Shopko March 2007 - April 2011
Skills
Customer Service, Microsoft Office, Sales Support, Business Research, Management, Direct Sales, Market Research, Social Networking, Organized Multi-tasker, Close Attention to..., Client Correspondence, Highly personable, Motivated self-starter, Supervisory Experience, Time Management, Data Entry, PowerPoint, Student Recruiting, Retail, Sales, Advertising, Teamwork, Customer Satisfaction, Merchandising, Microsoft Excel, Microsoft Word, Team Building, Critical Thinking, Recruiting, Leadership
Education
Kaplan University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 4.0
University of Wisconsin-La Crosse 2008 — 2012
Bachelor of Science (BS), Marketing, Communications, 3.5
La Crosse Central High School 2004 — 2008
High School Diploma
Jennifer Wucki's Trust Point Inc. Experience March 2005 - October 2008
Job Manager, Revenue Cycle
Industry Hospital & Health Care
Experience
Gundersen Health System September 2015 - Present
Gundersen Lutheran November 2012 - August 2015
Gundersen Lutheran November 2008 - November 2012
Trust Point Inc. March 2005 - October 2008
Farm Bureau Financial Services April 2004 - February 2005
Skills
Healthcare Management, Hospitals, Epic Systems, Inpatient, Healthcare, Medicare, Physician Relations, Healthcare Information..., HIPAA, EMR, Medical Terminology, Health Insurance, Team Building, Quality Improvement, Strategic Planning, Leadership, Clinical Research, Revenue Cycle, Managed Care, Public Speaking, EHR, Provider Relations, Medical Billing, Physicians, Informatics, Medical Coding, Healthcare Consulting, Cerner, Public Health, Nursing, CPT, Medical Compliance, Health Education, Credentialing, Pediatrics, Network Development, Cpr Certified, Cardiology, Ambulatory Care
Education
Saint Mary's University of Minnesota 1996 — 2000
Bachelor's degree, Social Sciences
West Salem High School 1992 — 1996
Upper Iowa University
Master of Business Administration (MBA)
Gundersen Health System September 2015 - Present
Gundersen Lutheran November 2012 - August 2015
Gundersen Lutheran November 2008 - November 2012
Trust Point Inc. March 2005 - October 2008
Farm Bureau Financial Services April 2004 - February 2005
Skills
Healthcare Management, Hospitals, Epic Systems, Inpatient, Healthcare, Medicare, Physician Relations, Healthcare Information..., HIPAA, EMR, Medical Terminology, Health Insurance, Team Building, Quality Improvement, Strategic Planning, Leadership, Clinical Research, Revenue Cycle, Managed Care, Public Speaking, EHR, Provider Relations, Medical Billing, Physicians, Informatics, Medical Coding, Healthcare Consulting, Cerner, Public Health, Nursing, CPT, Medical Compliance, Health Education, Credentialing, Pediatrics, Network Development, Cpr Certified, Cardiology, Ambulatory Care
Education
Saint Mary's University of Minnesota 1996 — 2000
Bachelor's degree, Social Sciences
West Salem High School 1992 — 1996
Upper Iowa University
Master of Business Administration (MBA)
Sarah Sonday Sarah Sonday's Trust Point Inc. Experience February 2014 - Present
Job .
Industry Banking
Experience
Trust Point Inc. February 2014 - Present
Sonday Carlson Law, PLLC January 2011 - June 2014
Private Practice March 2009 - December 2010
State of Minnesota 2008 - 2009
Standke, Greene & Greenstein, Ltd. 2007 - 2008
State of Minnesota 2004 - 2007
Education
Hamline University School of Law 2001 — 2004
JD, Law
University of Minnesota-Twin Cities
BA, International Relations & Spanish
Trust Point Inc. February 2014 - Present
Sonday Carlson Law, PLLC January 2011 - June 2014
Private Practice March 2009 - December 2010
State of Minnesota 2008 - 2009
Standke, Greene & Greenstein, Ltd. 2007 - 2008
State of Minnesota 2004 - 2007
Education
Hamline University School of Law 2001 — 2004
JD, Law
University of Minnesota-Twin Cities
BA, International Relations & Spanish
Cory Gebel, CFA Cory Gebel, CFA's Trust Point Inc. Experience September 2008 - February 2012
Job Senior Portfolio Mgr, VP at Bank of the West
Industry Financial Services
Experience
Bank of the West 2012 - Present
Trust Point Inc. September 2008 - February 2012
Merritt Research Service LLC 2001 - 2008
Skills
Financial Analysis, Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Asset Management, Asset Allocation, Financial Modeling, Banking, Financial Planning
Education
University of Northern Iowa 1995 — 1999
BA, Accounting
Bank of the West 2012 - Present
Trust Point Inc. September 2008 - February 2012
Merritt Research Service LLC 2001 - 2008
Skills
Financial Analysis, Investments, Portfolio Management, Wealth Management, Equities, Mutual Funds, Asset Management, Asset Allocation, Financial Modeling, Banking, Financial Planning
Education
University of Northern Iowa 1995 — 1999
BA, Accounting
Robyn Conaway Ingber's Trust Point Inc. Experience January 2014 - Present
Job Relationship Manager, Personal Trust, at Trust Point Inc.
Industry Legal Services
Experience
Trust Point Inc. January 2014 - Present
Renewing the Countryside July 2012 - December 2013
Bender-Kelner Wills, Trusts & Estates, P.A. January 2009 - January 2012
Skills
Legal Research, Legal Writing, Westlaw, Trials, Legal Issues, Litigation, Guardianship, Courts, Trusts, Civil Litigation, Wills, Estate Planning, Estate Law, Hearings
Education
William Mitchell College of Law 2005 — 2008
J.D.
The University of Kansas 2000 — 2004
B.A., Political Science
Trust Point Inc. January 2014 - Present
Renewing the Countryside July 2012 - December 2013
Bender-Kelner Wills, Trusts & Estates, P.A. January 2009 - January 2012
Skills
Legal Research, Legal Writing, Westlaw, Trials, Legal Issues, Litigation, Guardianship, Courts, Trusts, Civil Litigation, Wills, Estate Planning, Estate Law, Hearings
Education
William Mitchell College of Law 2005 — 2008
J.D.
The University of Kansas 2000 — 2004
B.A., Political Science
Mindy Wiesjahn's Trust Point Inc. Experience June 2005 - March 2009
Job Contract Specialist at Gundersen Lutheran
Industry Hospital & Health Care
Experience
Gundersen Lutheran May 2010 - Present
Trust Point Inc. June 2005 - March 2009
LaCrosse County Circuit Court September 2003 - June 2005
Education
Marquette University Law School 2000 — 2003
J.D., Law
University of Wisconsin-La Crosse 1997 — 2000
BA, Political Science
Gundersen Lutheran May 2010 - Present
Trust Point Inc. June 2005 - March 2009
LaCrosse County Circuit Court September 2003 - June 2005
Education
Marquette University Law School 2000 — 2003
J.D., Law
University of Wisconsin-La Crosse 1997 — 2000
BA, Political Science
Dar Isaacson's Trust Point Inc. Experience February 1991 - Present
Job Executive Vice President at Trust Point Inc.
Industry Financial Services
Experience
Trust Point Inc. February 1991 - Present
Skills
Portfolio Management, Estate Planning, Investments, Insurance, Strategic Financial..., Account Management, Wealth Management, Negotiation, Real Estate, Budgets, Customer Service, Accounting, Financial Analysis, Retirement Planning, Fundraising, Retirement, Management
Education
University of Nebraska-Lincoln 1978 — 1979
Master of Business Administration (MBA)
Buena Vista University, Storm Lake Ia 1975 — 1978
BA in Accounting
Trust Point Inc. February 1991 - Present
Skills
Portfolio Management, Estate Planning, Investments, Insurance, Strategic Financial..., Account Management, Wealth Management, Negotiation, Real Estate, Budgets, Customer Service, Accounting, Financial Analysis, Retirement Planning, Fundraising, Retirement, Management
Education
University of Nebraska-Lincoln 1978 — 1979
Master of Business Administration (MBA)
Buena Vista University, Storm Lake Ia 1975 — 1978
BA in Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY