US Bancorp Investments
Description
Address: 401 N 5th St, Wausau, WI 54403 Phone: (715) 261-4312Place name: Website: Hours: : : : : Category: : : Website: https://www.usbank.com/investments-wealth-management/investment-management.html Category: Stock broker 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. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of US Bancorp Investments Posting publicly on the Web Write a review Reviews Be the first to review
US Bancorp Investments List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Bancorp Investments. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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US Bancorp Investments Employees
Employee
Years
Job
Industry
Neil Koch Neil Koch's US Bancorp Investments Experience 2014 - 2014
Job Clearing Service Professional at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Ameriprise Financial Services, Inc. 2015 - Present
Thrivent Financial 2014 - 2015
US Bancorp Investments 2014 - 2014
Wells Fargo Corporate Trust 2013 - 2014
Wells Fargo Advisors 2011 - 2012
Best Buy 2011 - 2011
Wells Fargo Investments 2010 - 2011
Target 2009 - 2010
Augsburg Fortress Publishers 2009 - 2009
Capella University 2008 - 2008
Skills
Data Management, Software Implementation, Records Management, Banking, Data Entry, Quality Assurance, Investments, Deployment, Brokerage, Financial Service, System Deployment, Financial Services, Finance, Time Management, Management, Payroll, Sales, Editing, Advertising, Recruiting, Social Media, Applicant Tracking..., Customer Service, Leadership, Human Resources, CRM, Technical Recruiting
Education
University of St. Thomas 2014 — 2014
Mini MBA Certification, Business/Commerce
St. Cloud State University 1995 — 1999
BA, Art/Film Studies
University of Minnesota-Twin Cities 1996 — 1997
Film Studies
Cornell College 1993 — 1995
Computer Science
Jonathan Enquist CRPC® Jonathan Enquist CRPC®'s US Bancorp Investments Experience October 2002 - February 2004
Job Divisional Sales Director at Protective Life
Industry Financial Services
Experience
Protective Life August 2012 - Present
Allianz Life August 2007 - August 2012
Allianz Life March 2004 - August 2007
U.S. Bancorp Investments October 2002 - February 2004
Skills
Fixed Annuities, Series 7, Variable Annuities, Mutual Funds, Retirement Planning, Retirement, 401k, Insurance, Wealth Management, Investments, Life Insurance, Series 65, Financial Planning, Asset Allocation
Education
St. Cloud State University 1997 — 2001
BA, Economics
Protective Life August 2012 - Present
Allianz Life August 2007 - August 2012
Allianz Life March 2004 - August 2007
U.S. Bancorp Investments October 2002 - February 2004
Skills
Fixed Annuities, Series 7, Variable Annuities, Mutual Funds, Retirement Planning, Retirement, 401k, Insurance, Wealth Management, Investments, Life Insurance, Series 65, Financial Planning, Asset Allocation
Education
St. Cloud State University 1997 — 2001
BA, Economics
Lisa Blevens Lisa Blevens's US Bancorp Investments Experience 2008 - 2010
Job Members Financial Services Investment Manager at Postal Credit Union
Industry Investment Management
Experience
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
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
Brian A. Gaskins, CPA, CFP® Brian A. Gaskins, CPA, CFP®'s US Bancorp Investments Experience August 2002 - May 2004
Job COO/CFO at Providence Real Estate Group
Industry Real Estate
Experience
Providence Real Estate Group October 2014 - Present
AKT LLP, CPAs and Business Consultants February 2010 - October 2014
Moss Adams LLP January 2009 - December 2009
State Farm Insurance January 2006 - February 2008
AKT Wealth Advisors May 2004 - January 2006
US Bank August 2002 - May 2004
US Bancorp Investments August 2002 - May 2004
Skills
Financial Advisory, Strategic Financial..., Employee Benefits, Finance, Tax, Start-ups, Strategy, Retirement Planning, Wealth Management, Financial Analysis, Financial Services, CPA, Investments, Financial Modeling, Financial Reporting, Financial Planners, Insurance, Non-profits, Investment Management, Tax Preparation, Personal Financial..., Auditing, Financial Statements, Consulting, Risk Management, Management Consulting, Estate Planning, Strategic Planning, Public Speaking, Management, Small Business, Mergers, Financial Planning, Nonprofits, Mergers & Acquisitions
Education
University of Washington, Seattle - Business School 2008 — 2008
Graduate Certificate in Accounting
Seattle Pacific University - School of Business and Economics 1996 — 2000
Bachelor of Arts, Business Management
Aloha High School 1992 — 1996
H.S. & Club Soccer
Providence Real Estate Group October 2014 - Present
AKT LLP, CPAs and Business Consultants February 2010 - October 2014
Moss Adams LLP January 2009 - December 2009
State Farm Insurance January 2006 - February 2008
AKT Wealth Advisors May 2004 - January 2006
US Bank August 2002 - May 2004
US Bancorp Investments August 2002 - May 2004
Skills
Financial Advisory, Strategic Financial..., Employee Benefits, Finance, Tax, Start-ups, Strategy, Retirement Planning, Wealth Management, Financial Analysis, Financial Services, CPA, Investments, Financial Modeling, Financial Reporting, Financial Planners, Insurance, Non-profits, Investment Management, Tax Preparation, Personal Financial..., Auditing, Financial Statements, Consulting, Risk Management, Management Consulting, Estate Planning, Strategic Planning, Public Speaking, Management, Small Business, Mergers, Financial Planning, Nonprofits, Mergers & Acquisitions
Education
University of Washington, Seattle - Business School 2008 — 2008
Graduate Certificate in Accounting
Seattle Pacific University - School of Business and Economics 1996 — 2000
Bachelor of Arts, Business Management
Aloha High School 1992 — 1996
H.S. & Club Soccer
Juli O'Ferral Juli O'Ferral's US Bancorp Investments Experience April 2008 - October 2009
Job Sr. Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life August 2010 - Present
US Bancorp Investments April 2008 - October 2009
Securities America 2002 - 2008
Ameritrade January 1999 - January 2001
Skills
Customer Service, Series 7, Coaching, Microsoft Excel, Annuities, Asset Allocation, Brainshark, Business Development, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Microsoft Office, Microsoft Powerpoint, Mutual Funds, Planning, Relationship Management, Retirement, Retirement Planning, Series 63, Social Security, Training, Variable Annuities, Consultative Selling, Long-Term Care
Education
Bellevue University 2004 — 2005
Masters, Business Administration Finance/Marketing
Buena Vista University 2001 — 2003
Bachelor of Arts, Finance/Banking
Abraham Lincoln
Pacific Life August 2010 - Present
US Bancorp Investments April 2008 - October 2009
Securities America 2002 - 2008
Ameritrade January 1999 - January 2001
Skills
Customer Service, Series 7, Coaching, Microsoft Excel, Annuities, Asset Allocation, Brainshark, Business Development, Financial Services, Fixed Annuities, Indexed Annuities, IRAs, Life Insurance, Microsoft Office, Microsoft Powerpoint, Mutual Funds, Planning, Relationship Management, Retirement, Retirement Planning, Series 63, Social Security, Training, Variable Annuities, Consultative Selling, Long-Term Care
Education
Bellevue University 2004 — 2005
Masters, Business Administration Finance/Marketing
Buena Vista University 2001 — 2003
Bachelor of Arts, Finance/Banking
Abraham Lincoln
Andrew L. Lees III Andrew L. Lees III's US Bancorp Investments Experience July 1988 - February 2010
Job Financial Advisor, Vice PresidentInvestments @ Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
US Bancorp Investments July 1988 - February 2010
Thomson McKinnon Securities July 1983 - July 1988
Skills
Financial Guidance, Regular Informative..., Investment Analysis, Investments, Retirement Planning
Education
Auburn University 1975 — 1980
Bachelor of Science (BS), Industrial Management
Wells Fargo Advisors February 2010 - Present
US Bancorp Investments July 1988 - February 2010
Thomson McKinnon Securities July 1983 - July 1988
Skills
Financial Guidance, Regular Informative..., Investment Analysis, Investments, Retirement Planning
Education
Auburn University 1975 — 1980
Bachelor of Science (BS), Industrial Management
Mark Lerfald Mark Lerfald's US Bancorp Investments Experience August 2006 - August 2011
Job ValuesBased Financial Planner
Industry Financial Services
Experience
Future Planning Systems August 2011 - Present
Pacific Northwest Section, United States Tennis Association August 2010 - Present
Eugene Swim and Tennis Club 2008 - August 2012
US Bancorp Investments August 2006 - August 2011
US Bancorp Investments August 2003 - August 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Real Estate, Public Speaking, Investments, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Financial Advisory, Asset Management, Finance, Financial Services
Education
University of Oregon 1975 — 1980
Marketing
Roseburg High School 1972 — 1975
Future Planning Systems August 2011 - Present
Pacific Northwest Section, United States Tennis Association August 2010 - Present
Eugene Swim and Tennis Club 2008 - August 2012
US Bancorp Investments August 2006 - August 2011
US Bancorp Investments August 2003 - August 2006
Skills
Retirement Planning, Wealth Management, Estate Planning, Strategic Financial..., Real Estate, Public Speaking, Investments, Series 7, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Financial Advisory, Asset Management, Finance, Financial Services
Education
University of Oregon 1975 — 1980
Marketing
Roseburg High School 1972 — 1975
Tanya Nichols Tanya Nichols's US Bancorp Investments Experience March 2006 - December 2010
Job Financial Advisor, CFP® at Ascential Wealth Advisors
Industry Financial Services
Experience
Ascential Wealth Advisors, An independent firm September 2014 - Present
Wells Fargo Advisors December 2010 - September 2014
US Bancorp Investments March 2006 - December 2010
Piper Jaffray August 1999 - March 2006
Skills
Investments, Finance, Insurance, Retirement, Financial Services, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Investment..., Strategic Planning, Financial Analysis, 401k Rollovers
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certified Financial Planner®
Ascential Wealth Advisors, An independent firm September 2014 - Present
Wells Fargo Advisors December 2010 - September 2014
US Bancorp Investments March 2006 - December 2010
Piper Jaffray August 1999 - March 2006
Skills
Investments, Finance, Insurance, Retirement, Financial Services, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Investment..., Strategic Planning, Financial Analysis, 401k Rollovers
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certified Financial Planner®
Sara Sievers Sara Sievers's US Bancorp Investments Experience August 1995 - May 2001
Job Resident Relations ManagerSenior Living
Industry Hospitality
Experience
The Springs at Clackamas Woods August 2014 - Present
Bishop Care Center March 2013 - July 2014
Bishop Care Center August 2012 - March 2013
Holiday Retirement May 2010 - March 2012
Medical Consultants Network, Inc. October 2001 - July 2010
The Dougy Center April 2006 - March 2008
US Bancorp Investments August 1995 - May 2001
Skills
Sales Operations, Fundraising, PowerPoint, Access, Public Speaking, Outlook, Employee Benefits, Insurance, Event Planning, Management, Team Building, Employee Relations, Event Management, Medical Terminology, Marketing, Microsoft Word, Data Entry, Healthcare Management, Strategic Planning, Healthcare, Customer Service, Training, Time Management, Leadership
Education
Warner Pacific College 2001 — 2003
BS, Human Development
Portland Community College 1995 — 1997
General Studies
The Springs at Clackamas Woods August 2014 - Present
Bishop Care Center March 2013 - July 2014
Bishop Care Center August 2012 - March 2013
Holiday Retirement May 2010 - March 2012
Medical Consultants Network, Inc. October 2001 - July 2010
The Dougy Center April 2006 - March 2008
US Bancorp Investments August 1995 - May 2001
Skills
Sales Operations, Fundraising, PowerPoint, Access, Public Speaking, Outlook, Employee Benefits, Insurance, Event Planning, Management, Team Building, Employee Relations, Event Management, Medical Terminology, Marketing, Microsoft Word, Data Entry, Healthcare Management, Strategic Planning, Healthcare, Customer Service, Training, Time Management, Leadership
Education
Warner Pacific College 2001 — 2003
BS, Human Development
Portland Community College 1995 — 1997
General Studies
Melissa Starks Melissa Starks's US Bancorp Investments Experience 1999 - 2002
Job Owner, Enchanted Chains Jewelry
Industry Luxury Goods & Jewelry
Experience
Got Kilt? January 2009 - Present
Enchanted Chains Jewelry December 2002 - Present
Got kilt? 2009 - 2011
RESCU Foundation, Imc. 2008 - 2010
US Bancorp Investments 1999 - 2002
Met Life 1996 - 1999
Kansas City MO School District August 1991 - June 1996
Education
Bradley University 1987 — 1991
BS, Speech/ Theatre Education
West Springfield HS 1983 — 1987
Got Kilt? January 2009 - Present
Enchanted Chains Jewelry December 2002 - Present
Got kilt? 2009 - 2011
RESCU Foundation, Imc. 2008 - 2010
US Bancorp Investments 1999 - 2002
Met Life 1996 - 1999
Kansas City MO School District August 1991 - June 1996
Education
Bradley University 1987 — 1991
BS, Speech/ Theatre Education
West Springfield HS 1983 — 1987
Lou Tousignant Lou Tousignant's US Bancorp Investments Experience August 1998 - 2000
Job Regional Manager at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
AllianceBernstein 2007 - Present
Citigroup Asset Management-Legg Mason 2003 - 2007
Wells Fargo Funds 2000 - 2003
US Bancorp Investments August 1998 - 2000
Merrill Lynch 1995 - 1997
Skills
Alternative Investments, Series 7, Mutual Funds, Finance, Separately Managed..., Asset Allocation, Strategic Financial..., Asset Management, Investment Strategies, Investments, Series 63, Wealth Management, Securities, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1996 — 1998
M.B.A., Finance
University of Minnesota Duluth 1991 — 1995
Bachelor of Arts, Economics
Lamar Rahden's US Bancorp Investments Experience March 2011 - May 2014
Job Financial Advisor at PNC Investments
Industry Investment Management
Experience
PNC Investments May 2014 - Present
US Bancorp Investments March 2011 - May 2014
Morgan Stanley Smith Barney August 2009 - April 2011
Senderra Funding July 2007 - April 2009
Argent Mortgage August 2004 - April 2007
Education
University of Kansas 1991 — 1995
Bachelor of Science (BS), Finance and Psychology
PNC Investments May 2014 - Present
US Bancorp Investments March 2011 - May 2014
Morgan Stanley Smith Barney August 2009 - April 2011
Senderra Funding July 2007 - April 2009
Argent Mortgage August 2004 - April 2007
Education
University of Kansas 1991 — 1995
Bachelor of Science (BS), Finance and Psychology
Jeff Bartl Jeff Bartl's US Bancorp Investments Experience July 2010 - September 2010
Job Accountant, Fund Administration at Wells Fargo Global Fund
Industry Accounting
Experience
Wells Fargo Global Fund Services February 2011 - Present
US Bancorp Investments July 2010 - September 2010
RBC Capital Markets 2002 - 2009
RBC Wealth Managment 1999 - 2002
Dain Rauscher 1997 - 1999
Skills
Geneva, Smartstream, Cognos, QuickBooks, IRIS, PeopleSoft, Hedge Funds, Fund Accounting, Financial Accounting, Microsoft Excel, Hedge Fund Accounting, Bloomberg Terminal, General Ledger, Accounting, Finance, Financial Services
Education
Metropolitan State University
B.A,, Accounting
Inver Hills Community College
A.A., Accounting/Finance
Wells Fargo Global Fund Services February 2011 - Present
US Bancorp Investments July 2010 - September 2010
RBC Capital Markets 2002 - 2009
RBC Wealth Managment 1999 - 2002
Dain Rauscher 1997 - 1999
Skills
Geneva, Smartstream, Cognos, QuickBooks, IRIS, PeopleSoft, Hedge Funds, Fund Accounting, Financial Accounting, Microsoft Excel, Hedge Fund Accounting, Bloomberg Terminal, General Ledger, Accounting, Finance, Financial Services
Education
Metropolitan State University
B.A,, Accounting
Inver Hills Community College
A.A., Accounting/Finance
Bob Willer Bob Willer's US Bancorp Investments Experience January 2006 - July 2008
Job Investment Operations at State Treasurer of Ohio
Industry Government Administration
Experience
State Treasurer of Ohio May 2011 - Present
Skitip Enterprises September 2002 - 2014
US Bancorp Investments January 2006 - July 2008
First Union Securities (now Wells Fargo Advisors) 1994 - 2002
Skills
Financial Markets, Quantitative Analysis, Risk, Derivatives, Financial Risk, Analysis, Financial Analysis, Quantitative Analytics, Management, Equities, Economics, Finance, Process Improvement, Collateral, Financial Operations, Risk Management, Strategy, Investments, Portfolio Management
Education
Ohio University 2008 — 2009
Masters of Financial Economics, Economics, Investments, Finance, Accounting
State Treasurer of Ohio May 2011 - Present
Skitip Enterprises September 2002 - 2014
US Bancorp Investments January 2006 - July 2008
First Union Securities (now Wells Fargo Advisors) 1994 - 2002
Skills
Financial Markets, Quantitative Analysis, Risk, Derivatives, Financial Risk, Analysis, Financial Analysis, Quantitative Analytics, Management, Equities, Economics, Finance, Process Improvement, Collateral, Financial Operations, Risk Management, Strategy, Investments, Portfolio Management
Education
Ohio University 2008 — 2009
Masters of Financial Economics, Economics, Investments, Finance, Accounting
Brian Burkeen Brian Burkeen's US Bancorp Investments Experience December 2005 - December 2007
Job Sales Leader at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance April 2013 - Present
State Farm January 2012 - March 2013
State Farm Insurance January 2008 - December 2011
US Bancorp Investments December 2005 - December 2007
Skills
Term Life Insurance, Disability Insurance, Universal Life, Health Insurance, Life Insurance, Whole Life, Property & Casualty..., Fixed Annuities, Long-term Care, Commercial Insurance, Insurance, General Insurance, Homeowners, Casualty, Umbrella Insurance, Sales, Leadership
Education
Belmont University
Bachelor of Business Administration (BBA), Finance
State Farm Insurance April 2013 - Present
State Farm January 2012 - March 2013
State Farm Insurance January 2008 - December 2011
US Bancorp Investments December 2005 - December 2007
Skills
Term Life Insurance, Disability Insurance, Universal Life, Health Insurance, Life Insurance, Whole Life, Property & Casualty..., Fixed Annuities, Long-term Care, Commercial Insurance, Insurance, General Insurance, Homeowners, Casualty, Umbrella Insurance, Sales, Leadership
Education
Belmont University
Bachelor of Business Administration (BBA), Finance
Helmut Fritz Helmut Fritz's US Bancorp Investments Experience January 2008 - August 2009
Job Experienced team builder
Industry Logistics and Supply Chain
Experience
WIsconsin Department of Health Services September 2011 - Present
Wellston Apartments 2011 - 2014
Wellston Apartments 2011 - 2014
Wellston Apartments 2011 - 2014
Wellston Apartments 2011 - 2014
Lake Country Wealth Management February 2011 - May 2011
Monarch Wealth Management August 2009 - February 2011
US Bancorp Investments January 2008 - August 2009
Today's Health September 2007 - January 2008
Arrow Electronics September 2006 - September 2007
Skills
Insurance, Management, Sales, Strategy, Team Building, Financial Analysis
Education
Western WI Technical College 1995 — 1996
Certificate, Real Estate Broker
Milwaukee School of Engineering 1980 — 1992
Unfinshed, Mechanical Engineering
University of Wisconsin-Milwaukee 1983 — 1986
Bachelor, Business Administration-Marketing
Western WI Technical College
WIsconsin Department of Health Services September 2011 - Present
Wellston Apartments 2011 - 2014
Wellston Apartments 2011 - 2014
Wellston Apartments 2011 - 2014
Wellston Apartments 2011 - 2014
Lake Country Wealth Management February 2011 - May 2011
Monarch Wealth Management August 2009 - February 2011
US Bancorp Investments January 2008 - August 2009
Today's Health September 2007 - January 2008
Arrow Electronics September 2006 - September 2007
Skills
Insurance, Management, Sales, Strategy, Team Building, Financial Analysis
Education
Western WI Technical College 1995 — 1996
Certificate, Real Estate Broker
Milwaukee School of Engineering 1980 — 1992
Unfinshed, Mechanical Engineering
University of Wisconsin-Milwaukee 1983 — 1986
Bachelor, Business Administration-Marketing
Western WI Technical College
Jill Randel Jill Randel's US Bancorp Investments Experience August 2000 - May 2001
Job Financial services professional
Industry Financial Services
Experience
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Amy France, CFP® CRPC®'s US Bancorp Investments Experience November 2001 - June 2008
Job Financial Advisor at U.S. Bancorp Investments, Inc. U.S. Bancorp Insurance Services, LLC
Industry Financial Services
Experience
US Bancorp Investments and Insurance April 2010 - Present
SunTrust Investment Services October 2009 - April 2010
Allstate Financial 2008 - 2009
US Bancorp Investments November 2001 - June 2008
Education
Tusculum College 2000 — 2003
BS, Business Management
US Bancorp Investments and Insurance April 2010 - Present
SunTrust Investment Services October 2009 - April 2010
Allstate Financial 2008 - 2009
US Bancorp Investments November 2001 - June 2008
Education
Tusculum College 2000 — 2003
BS, Business Management
Richard Bohorfoush Richard Bohorfoush's US Bancorp Investments Experience December 2001 - March 2008
Job Attorney
Industry Law Practice
Experience
Wilk SIlver LLC August 2013 - May 2014
Digital Risk October 2012 - July 2013
International Criminal Tribunal for the Former Yugoslavia August 2011 - December 2011
LifePro, Inc. & ING Financial Partners November 2008 - July 2009
U.S. Bancorp Investments December 2001 - March 2008
Ohio National Financial Services February 1999 - November 2001
Skills
International Law, Legal Research, Intellectual Property, Legal Writing, International Criminal..., Public International Law, Legal Documents, Estate Planning, Client Counseling, International..., Strategic Financial..., Entertainment Law, International Litigation, Law of Armed Conflict, Business Development, Interpersonal..., Interviewing Skills, Client Development, Public Speaking, Presenter, War Crimes
Education
Florida Coastal School of Law 2010 — 2012
Juris Doctor, International Law
University of San Diego School of Law 2011 — 2011
University of California, Irvine
Bachelor of Arts (B.A.), Political Science, Alumni
Wilk SIlver LLC August 2013 - May 2014
Digital Risk October 2012 - July 2013
International Criminal Tribunal for the Former Yugoslavia August 2011 - December 2011
LifePro, Inc. & ING Financial Partners November 2008 - July 2009
U.S. Bancorp Investments December 2001 - March 2008
Ohio National Financial Services February 1999 - November 2001
Skills
International Law, Legal Research, Intellectual Property, Legal Writing, International Criminal..., Public International Law, Legal Documents, Estate Planning, Client Counseling, International..., Strategic Financial..., Entertainment Law, International Litigation, Law of Armed Conflict, Business Development, Interpersonal..., Interviewing Skills, Client Development, Public Speaking, Presenter, War Crimes
Education
Florida Coastal School of Law 2010 — 2012
Juris Doctor, International Law
University of San Diego School of Law 2011 — 2011
University of California, Irvine
Bachelor of Arts (B.A.), Political Science, Alumni
Lauren Peters Lauren Peters's US Bancorp Investments Experience October 1999 - June 2009
Job Realtor at RE/Max Preferred
Industry Real Estate
Experience
RE/MAX Preferred January 2014 - Present
S. Peters & Associates, LLC July 2009 - Present
The Realty House July 2009 - January 2014
US Bancorp Investments October 1999 - June 2009
TCF Bank 1987 - 1999
Skills
Short Sales, First Time Home Buyers, Condos, Investment Properties, Real Estate, Relocation Buyers, Sellers, Buyer Representation, Relocation, Real Estate Transactions, Residential Homes, Sales, Referrals, Single Family Homes, Listings, Collaboration
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (B.S.), Finance, Real Estate and Insurance
Butterfield-Odin High School
RE/MAX Preferred January 2014 - Present
S. Peters & Associates, LLC July 2009 - Present
The Realty House July 2009 - January 2014
US Bancorp Investments October 1999 - June 2009
TCF Bank 1987 - 1999
Skills
Short Sales, First Time Home Buyers, Condos, Investment Properties, Real Estate, Relocation Buyers, Sellers, Buyer Representation, Relocation, Real Estate Transactions, Residential Homes, Sales, Referrals, Single Family Homes, Listings, Collaboration
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (B.S.), Finance, Real Estate and Insurance
Butterfield-Odin High School
Daniel (Dan) Freese Daniel (Dan) Freese's US Bancorp Investments Experience
Job CFP®, Vice President, Senior Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments
Education
University of St. Thomas 2011 — 2012
Opus College of Business, Financial Planning Program
Saint John's University 1987 — 1991
B.S - Business Management
U.S. Bancorp Investments
Education
University of St. Thomas 2011 — 2012
Opus College of Business, Financial Planning Program
Saint John's University 1987 — 1991
B.S - Business Management
Paul Laskey Paul Laskey's US Bancorp Investments Experience Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Job Financial Advisor at US Bancorp Investments
Industry Financial Services
Experience
US Bancorp Investments Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Chase Investments March 2011 - January 2013
PNC Investments August 2010 - March 2011
Key Bank 1999 - 2005
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Wealth Management, Banking, Credit, Loans, Financial Services, Financial Planning, Retirement Planning
Education
College of Financial Planning 1994 — 1996
CFP, Certified Financial Planner
Xavier University 1988 — 1991
Master's degree, Finance
University of Michigan 1982 — 1985
BA, Economics
US Bancorp Investments Financial AdvisorUS Bancorp InvestmentsJanuary 2012 - Present
Chase Investments March 2011 - January 2013
PNC Investments August 2010 - March 2011
Key Bank 1999 - 2005
Skills
Portfolio Management, Investments, Financial Analysis, Finance, Wealth Management, Banking, Credit, Loans, Financial Services, Financial Planning, Retirement Planning
Education
College of Financial Planning 1994 — 1996
CFP, Certified Financial Planner
Xavier University 1988 — 1991
Master's degree, Finance
University of Michigan 1982 — 1985
BA, Economics
Chris Jacobson Chris Jacobson's US Bancorp Investments Experience March 2014 - Present
Job Financial Advisor at US Bancorp Investments Inc.
Industry Financial Services
Experience
US Bancorp Investments March 2014 - Present
JPMorgan Securities LLC May 2011 - March 2014
JPMorgan Chase May 2010 - May 2011
AXA Advisors May 2009 - May 2010
Skills
Retirement Planning, Holistic Financial..., Personal Tax Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Life Insurance, IRAs, Roth IRA, 529 Plans, 401k Rollovers, Series 7
Education
University of Portland 2002 — 2006
B. A., Political Science
Minnesota State University, Mankato 2006 — 2008
Psychology of Sport
US Bancorp Investments March 2014 - Present
JPMorgan Securities LLC May 2011 - March 2014
JPMorgan Chase May 2010 - May 2011
AXA Advisors May 2009 - May 2010
Skills
Retirement Planning, Holistic Financial..., Personal Tax Planning, Estate Planning, Asset Allocation, Investments, Mutual Funds, Insurance, Fixed Annuities, Variable Annuities, Life Insurance, IRAs, Roth IRA, 529 Plans, 401k Rollovers, Series 7
Education
University of Portland 2002 — 2006
B. A., Political Science
Minnesota State University, Mankato 2006 — 2008
Psychology of Sport
Rachel Sanders Rachel Sanders's US Bancorp Investments Experience July 2003 - July 2007
Job Customer Business Architect at PeopleFluent
Industry Information Technology and Services
Experience
PeopleFluent July 2015 - Present
SuccessFactors, An SAP Company January 2014 - July 2015
SuccessFactors April 2013 - January 2014
SuccessFactors February 2012 - April 2013
SuccessFactors July 2007 - January 2012
U.S. Bancorp Investments July 2003 - July 2007
Saint Louis University September 2001 - July 2003
Systems Consultants, Inc. 1998 - 2000
Skills
SaaS, HRIS, Enterprise Software, Recruiting, Talent Management, Professional Services, Performance Management, SuccessFactors, Deferred Compensation, Cloud Computing, CRM, Solution Selling, Salesforce.com, Software Implementation, Account Management, Personnel Management, Management, Applicant Tracking..., Software Industry, Consulting
Education
Upper Iowa University 2004 — 2006
MBA
Columbia College 2002 — 2004
BSBA
Des Moines Area Community College 1995 — 1996
AS
Kaskaskia College 1992 — 1995
Associate's degree
PeopleFluent July 2015 - Present
SuccessFactors, An SAP Company January 2014 - July 2015
SuccessFactors April 2013 - January 2014
SuccessFactors February 2012 - April 2013
SuccessFactors July 2007 - January 2012
U.S. Bancorp Investments July 2003 - July 2007
Saint Louis University September 2001 - July 2003
Systems Consultants, Inc. 1998 - 2000
Skills
SaaS, HRIS, Enterprise Software, Recruiting, Talent Management, Professional Services, Performance Management, SuccessFactors, Deferred Compensation, Cloud Computing, CRM, Solution Selling, Salesforce.com, Software Implementation, Account Management, Personnel Management, Management, Applicant Tracking..., Software Industry, Consulting
Education
Upper Iowa University 2004 — 2006
MBA
Columbia College 2002 — 2004
BSBA
Des Moines Area Community College 1995 — 1996
AS
Kaskaskia College 1992 — 1995
Associate's degree
Adriana Valdez Adriana Valdez's US Bancorp Investments Experience April 2010 - September 2011
Job Institutional RM Associate at Wells Capital Management
Industry Investment Management
Experience
Wells Capital Management August 2014 - Present
Wells Fargo Advantage Funds October 2011 - July 2014
US Bancorp Investments April 2010 - September 2011
Chase Investments Services June 2008 - April 2010
AXA Advisors March 2006 - May 2008
Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II
Education
San Diego State University-California State University 2001 — 2005
Bachelor Degree, International Business Finance and French
Wells Capital Management August 2014 - Present
Wells Fargo Advantage Funds October 2011 - July 2014
US Bancorp Investments April 2010 - September 2011
Chase Investments Services June 2008 - April 2010
AXA Advisors March 2006 - May 2008
Skills
Series 7, Asset Management, Fixed Income, Financial Services, Mutual Funds, Series 66, Financial Advisory, Retirement Planning, Retirement, 401k, 2a-7 Funds, Annuity Sales, Passed CFA Level I, Passed CFA Level II
Education
San Diego State University-California State University 2001 — 2005
Bachelor Degree, International Business Finance and French
Amy Komis Amy Komis's US Bancorp Investments Experience 1996 - 2003
Job Program Manager, CUSO Financial Services, LP at Community First Financial Advisors
Industry Banking
Experience
CUSO Financial SErvices, LP at Community First Financial Advisors May 2013 - Present
Investment Center at Citizens Bank, now part of FirstMerit Bank August 2004 - May 2013
North Shore Investment Services 2003 - 2004
US Bancorp Investments 1996 - 2003
Firstar Bank n/k/a US Bank 1989 - 1996
Education
Northeast Wisconsin Technical College 1989 — 1995
University of Wisconisn Extension Center - Manitowoc 1985 — 1986
CUSO Financial SErvices, LP at Community First Financial Advisors May 2013 - Present
Investment Center at Citizens Bank, now part of FirstMerit Bank August 2004 - May 2013
North Shore Investment Services 2003 - 2004
US Bancorp Investments 1996 - 2003
Firstar Bank n/k/a US Bank 1989 - 1996
Education
Northeast Wisconsin Technical College 1989 — 1995
University of Wisconisn Extension Center - Manitowoc 1985 — 1986
Wilda Brookens Wilda Brookens's US Bancorp Investments Experience August 2005 - September 2007
Job Office Assistant
Industry Human Resources
Experience
Manpower - Wells Fargo Home Mortgage November 2011 - March 2013
Alice Campbell Staffing - Central Illinois Hematology Oncology August 2011 - September 2011
Manpower - DCFS Taylorville Field Office April 2011 - June 2011
South Fork School District September 2004 - March 2011
Manpower - DCFS Central Office of Licensing March 2010 - August 2010
US Bancorp Investments August 2005 - September 2007
University of Illinois Extension Christian County September 2002 - July 2005
Skills
Type 70 wpm, Microsoft Office, Microsoft Excel, Microsoft Word, Multi-line Phone, Fax, Postage Meter, Receptionist Duties, Filing, electronic filing, newsletter creation, office assistant, elementary education, FHA and VA loan..., Audio Transcription
Education
College of the Ozarks 1983 — 1988
Bachelor of Science (B.S.), Elementary Education
College of the Ozarks 1983 — 1988
Bachelor of Science (BS), Psycholgoy
Manpower - Wells Fargo Home Mortgage November 2011 - March 2013
Alice Campbell Staffing - Central Illinois Hematology Oncology August 2011 - September 2011
Manpower - DCFS Taylorville Field Office April 2011 - June 2011
South Fork School District September 2004 - March 2011
Manpower - DCFS Central Office of Licensing March 2010 - August 2010
US Bancorp Investments August 2005 - September 2007
University of Illinois Extension Christian County September 2002 - July 2005
Skills
Type 70 wpm, Microsoft Office, Microsoft Excel, Microsoft Word, Multi-line Phone, Fax, Postage Meter, Receptionist Duties, Filing, electronic filing, newsletter creation, office assistant, elementary education, FHA and VA loan..., Audio Transcription
Education
College of the Ozarks 1983 — 1988
Bachelor of Science (B.S.), Elementary Education
College of the Ozarks 1983 — 1988
Bachelor of Science (BS), Psycholgoy
Mike Kabakov's US Bancorp Investments Experience August 2012 - October 2013
Job Financial Analyst at US Bank Mortgage
Industry Financial Services
Experience
US Bank Mortgage November 2013 - Present
US Bancorp Investments August 2012 - October 2013
Wells Fargo Shareowner Services December 2009 - July 2012
Skills
Securities, Microsoft Office, Capital Markets, Fixed Assets, Corporate Finance, Settlement, Trading, Investments, Risk Management, Sales, Financial Analysis, Time Management, Finance
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science (B.S.), Management
US Bank Mortgage November 2013 - Present
US Bancorp Investments August 2012 - October 2013
Wells Fargo Shareowner Services December 2009 - July 2012
Skills
Securities, Microsoft Office, Capital Markets, Fixed Assets, Corporate Finance, Settlement, Trading, Investments, Risk Management, Sales, Financial Analysis, Time Management, Finance
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science (B.S.), Management
Tim Johnson, CFP(R) Tim Johnson, CFP(R)'s US Bancorp Investments Experience March 2007 - February 2010
Job Certified Financial Planner (TM) at Associated Investment Services
Industry Financial Services
Experience
Associated Investment Services February 2014 - Present
Prudential Financial April 2011 - January 2014
The Hartford February 2010 - April 2011
U.S. Bancorp Investments March 2007 - February 2010
Banc of America Investments February 2006 - March 2007
USB II August 2004 - February 2007
Edward Jones January 2003 - August 2004
Skills
Strategic Financial..., Series 7, Fixed Annuities, Investments, Mutual Funds, Financial Services, Wealth Management, Marketing, Financial Advisory, Insurance, Retirement, Public Speaking, Finance, Separately Managed..., Small Business
Education
Hazelwood Central
Lindenwood University
Bachelor of Arts, Business Administration
Southern Illinois University, Edwardsville
Associated Investment Services February 2014 - Present
Prudential Financial April 2011 - January 2014
The Hartford February 2010 - April 2011
U.S. Bancorp Investments March 2007 - February 2010
Banc of America Investments February 2006 - March 2007
USB II August 2004 - February 2007
Edward Jones January 2003 - August 2004
Skills
Strategic Financial..., Series 7, Fixed Annuities, Investments, Mutual Funds, Financial Services, Wealth Management, Marketing, Financial Advisory, Insurance, Retirement, Public Speaking, Finance, Separately Managed..., Small Business
Education
Hazelwood Central
Lindenwood University
Bachelor of Arts, Business Administration
Southern Illinois University, Edwardsville
Kirsten Cayabyab Kirsten Cayabyab's US Bancorp Investments Experience December 2008 - June 2009
Job Policy Analyst at California Air Resources Board
Industry Public Policy
Experience
California Air Resources Board March 2015 - Present
California Air Resources Board July 2012 - March 2015
the Environmental Protection Agency June 2011 - July 2013
Chemonics International July 2010 - November 2010
US Bancorp Investments December 2008 - June 2009
Pacific Capital Resource Group, LLC August 2007 - October 2008
Skills
Public Policy, Economics, Climate Change, Policy Analysis, Policy, Environmental Policy, Financial Analysis, Energy Policy, fuels markets, Public Administration, Econometrics, Statistics, Financial Markets, Project Finance, Forecasting, Econometric Modeling, Alternative Fuels, Diesel, Gasoline, Transportation Policy, Analysis, Quantitative Analytics, Sustainability, Government, Proposal Writing, International..., Program Evaluation, Research, Data Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2009 — 2011
Master of Public Administration and M.A. Economics
University of Washington 2003 — 2007
B.A., Economics
Mead High School
California Air Resources Board March 2015 - Present
California Air Resources Board July 2012 - March 2015
the Environmental Protection Agency June 2011 - July 2013
Chemonics International July 2010 - November 2010
US Bancorp Investments December 2008 - June 2009
Pacific Capital Resource Group, LLC August 2007 - October 2008
Skills
Public Policy, Economics, Climate Change, Policy Analysis, Policy, Environmental Policy, Financial Analysis, Energy Policy, fuels markets, Public Administration, Econometrics, Statistics, Financial Markets, Project Finance, Forecasting, Econometric Modeling, Alternative Fuels, Diesel, Gasoline, Transportation Policy, Analysis, Quantitative Analytics, Sustainability, Government, Proposal Writing, International..., Program Evaluation, Research, Data Analysis
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2009 — 2011
Master of Public Administration and M.A. Economics
University of Washington 2003 — 2007
B.A., Economics
Mead High School
Daren Schiffman's US Bancorp Investments Experience June 2012 - Present
Job Vice President, Private Client Group at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments June 2012 - Present
Fifth Third Securities September 2009 - June 2012
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Series 63, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, FINRA, Alternative Investments, Portfolio Management, Fixed Income, Investment Strategies, Securities, Series 65, Uniform Combined State...
Education
Carthage College 1996 — 1999
Finance
DePaul University
Economics
U.S. Bancorp Investments June 2012 - Present
Fifth Third Securities September 2009 - June 2012
Skills
Wealth Management, Series 7, Asset Allocation, Retirement Planning, Series 63, Investments, Mutual Funds, Strategic Financial..., Fixed Annuities, Investment Advisory, FINRA, Alternative Investments, Portfolio Management, Fixed Income, Investment Strategies, Securities, Series 65, Uniform Combined State...
Education
Carthage College 1996 — 1999
Finance
DePaul University
Economics
Tim Butcher, CFP®'s US Bancorp Investments Experience June 2000 - January 2003
Job
Industry Financial Services
Experience
Wells Fargo Advisors June 2008 - Present
MagnetStreet January 2003 - August 2007
US Bancorp Investments June 2000 - January 2003
Education
Northern Illinois University 1991 — 1996
Bachelor of Science (BS), Mathematics
Aledo High School
Wells Fargo Advisors June 2008 - Present
MagnetStreet January 2003 - August 2007
US Bancorp Investments June 2000 - January 2003
Education
Northern Illinois University 1991 — 1996
Bachelor of Science (BS), Mathematics
Aledo High School
Euelyn Reshan's US Bancorp Investments Experience March 2001 - June 2004
Job Owner, Senior Financial Services
Industry Financial Services
Experience
Next Generation Financial Services/ Div-1st Mariner Bank April 2006 - Present
Senior Financial Services November 2005 - Present
US Bancorp Investments March 2001 - June 2004
MetLife March 1994 - February 2001
Education
Henderson State University 1962 — 1964
Basic Education
Next Generation Financial Services/ Div-1st Mariner Bank April 2006 - Present
Senior Financial Services November 2005 - Present
US Bancorp Investments March 2001 - June 2004
MetLife March 1994 - February 2001
Education
Henderson State University 1962 — 1964
Basic Education
Mike Dullaghan's US Bancorp Investments Experience August 2009 - Present
Job Vice President at US Bancorp Investments, Inc.
Industry Investment Banking
Experience
US Bancorp Investments August 2009 - Present
Wachovia Securities May 2008 - August 2009
Wachovia Securities May 2007 - April 2008
Education
University of North Carolina at Wilmington 2001 — 2005
Business Administration, Finance
US Bancorp Investments August 2009 - Present
Wachovia Securities May 2008 - August 2009
Wachovia Securities May 2007 - April 2008
Education
University of North Carolina at Wilmington 2001 — 2005
Business Administration, Finance
Starla Hendricks's US Bancorp Investments Experience 1996 - 1998
Job Vice President Business Development at Financial Industry Technical Services, Inc. (FITS)
Industry Financial Services
Experience
Financial Industry Technical Services,Inc. (FITS) June 2006 - Present
PMI Minnesota 2008 - 2009
PMI Minnesota 2007 - 2008
SS&C Technologies May 2004 - May 2006
Marxen Systems, Inc. 2002 - 2004
SS&C Technologies 1998 - 2002
U.S Bancorp Investments 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Financial Services, Back Office, Business Analysis, Product Management, Relationship Management, Fixed Income, Securities, Mutual Funds, Equities, Risk Management, Vendor Management, New Business Development, Account Management, Process Improvement, Cross-functional Team..., Hedge Funds, Asset Management, Wealth Management, Derivatives, Trading Systems, Business Development, Banking, Trading, Series 7, Portfolio Management, Mergers & Acquisitions, Capital Markets, Financial Risk, Options, Funding, Strategy, Credit, Leadership, Analytics, Financial Analysis, Loans, Bonds
Education
St. Cloud State University
BS, Marketing
Wayzata High School
Financial Industry Technical Services,Inc. (FITS) June 2006 - Present
PMI Minnesota 2008 - 2009
PMI Minnesota 2007 - 2008
SS&C Technologies May 2004 - May 2006
Marxen Systems, Inc. 2002 - 2004
SS&C Technologies 1998 - 2002
U.S Bancorp Investments 1996 - 1998
Wells Fargo Securities 1990 - 1996
Skills
Financial Services, Back Office, Business Analysis, Product Management, Relationship Management, Fixed Income, Securities, Mutual Funds, Equities, Risk Management, Vendor Management, New Business Development, Account Management, Process Improvement, Cross-functional Team..., Hedge Funds, Asset Management, Wealth Management, Derivatives, Trading Systems, Business Development, Banking, Trading, Series 7, Portfolio Management, Mergers & Acquisitions, Capital Markets, Financial Risk, Options, Funding, Strategy, Credit, Leadership, Analytics, Financial Analysis, Loans, Bonds
Education
St. Cloud State University
BS, Marketing
Wayzata High School
Maureen A Shafer's US Bancorp Investments Experience September 2010 - Present
Job Senior Operations Executive: Financial Services, Brokerage, Banking, and Investments
Industry Financial Services
Experience
US Bancorp Investments September 2010 - Present
WaMu (JP Morgan Chase) 2001 - 2009
Women's Financial Network 2000 - 2001
Bank of America 1984 - 2000
Education
Central Washington University
BA
US Bancorp Investments September 2010 - Present
WaMu (JP Morgan Chase) 2001 - 2009
Women's Financial Network 2000 - 2001
Bank of America 1984 - 2000
Education
Central Washington University
BA
Siobhan Doyle's US Bancorp Investments Experience January 1998 - November 2004
Job Freelance Graphic and Web Designer
Industry Graphic Design
Experience
Siobhan Doyle Design July 2010 - Present
Ant Hill Marketing August 2006 - July 2010
Ant Hill Marketing November 2005 - August 2006
Astoria Capital Management December 2004 - August 2006
US Bancorp Investments January 1998 - November 2004
Skills
InDesign, Illustrator, Adobe Creative Suite, Photography, Logo Design, Art Direction, Creative Direction, Graphic Design, Branding & Identity, Typography, Web Design, Social Media Marketing, Social Media
Education
Portland State University 2004 — 2007
Graphic Design
University of Washington 1994 — 1998
Fine Art, Women's Studies
Siobhan Doyle Design July 2010 - Present
Ant Hill Marketing August 2006 - July 2010
Ant Hill Marketing November 2005 - August 2006
Astoria Capital Management December 2004 - August 2006
US Bancorp Investments January 1998 - November 2004
Skills
InDesign, Illustrator, Adobe Creative Suite, Photography, Logo Design, Art Direction, Creative Direction, Graphic Design, Branding & Identity, Typography, Web Design, Social Media Marketing, Social Media
Education
Portland State University 2004 — 2007
Graphic Design
University of Washington 1994 — 1998
Fine Art, Women's Studies
Larry Myhrer's US Bancorp Investments Experience August 2000 - September 2009
Job Business Manager
Industry Education Management
Experience
Free Lutheran Theological Seminary Corp. January 2011 - Present
Crown College October 2009 - December 2010
U.S. Bancorp Investments August 2000 - September 2009
Skills
Leadership, Team Leadership, Strategic Planning, Google Analytics, Leadership Development, Staff Development, Coaching, Training, Organizational..., Recruiting
Education
Bethel University 2008 — 2010
MBA
Northwestern College
Free Lutheran Theological Seminary Corp. January 2011 - Present
Crown College October 2009 - December 2010
U.S. Bancorp Investments August 2000 - September 2009
Skills
Leadership, Team Leadership, Strategic Planning, Google Analytics, Leadership Development, Staff Development, Coaching, Training, Organizational..., Recruiting
Education
Bethel University 2008 — 2010
MBA
Northwestern College
Steve Tveit's US Bancorp Investments Experience September 1999 - December 1999
Job Senior Manager Business Systems Analyst
Industry Financial Services
Experience
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial - Columbia Management Investment Advisors December 2001 - August 2015
American Express Financial Advisors December 1999 - December 2001
US Bancorp Investments September 1999 - December 1999
US Bancorp Investments July 1999 - September 1999
US Bancorp Investments January 1998 - June 1999
Skills
Requirements Analysis, Asset Management, Mutual Funds, Excel, Business Analysis, Requirements Gathering, Visio, Business Requirements, Analysis, Systems Analysis, Business Process Design, Lotus Notes, Data Analysis, Documentation, Project Implementation, Vendor Management, User Acceptance Testing, MS Project, Business Process, Conversions, Process Mapping, Fixed Income, Testing, Securities, Project Planning, Business Process..., SDLC
Education
Metropolitan State University 1996 — 1998
Bachelor of Science, Finance Major
Columbia Threadneedle Investments, US August 2015 - Present
Ameriprise Financial - Columbia Management Investment Advisors December 2001 - August 2015
American Express Financial Advisors December 1999 - December 2001
US Bancorp Investments September 1999 - December 1999
US Bancorp Investments July 1999 - September 1999
US Bancorp Investments January 1998 - June 1999
Skills
Requirements Analysis, Asset Management, Mutual Funds, Excel, Business Analysis, Requirements Gathering, Visio, Business Requirements, Analysis, Systems Analysis, Business Process Design, Lotus Notes, Data Analysis, Documentation, Project Implementation, Vendor Management, User Acceptance Testing, MS Project, Business Process, Conversions, Process Mapping, Fixed Income, Testing, Securities, Project Planning, Business Process..., SDLC
Education
Metropolitan State University 1996 — 1998
Bachelor of Science, Finance Major
Pamela Hung's US Bancorp Investments Experience January 2004 - May 2006
Job Internal Wholesaler, Level II at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments May 2006 - November 2007
US Bancorp Investments January 2004 - May 2006
US Bank October 2003 - December 2003
Skills
Financial Services, Series 6, Life Insurance, Mutual Funds, Series 63, Portfolio Management, Investments, Series 7, Investment Advisory, 401k, Banking, Fixed Annuities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Franklin Templeton Investments November 2007 - Present
Franklin Templeton Investments May 2006 - November 2007
US Bancorp Investments January 2004 - May 2006
US Bank October 2003 - December 2003
Skills
Financial Services, Series 6, Life Insurance, Mutual Funds, Series 63, Portfolio Management, Investments, Series 7, Investment Advisory, 401k, Banking, Fixed Annuities
Education
University of North Carolina at Chapel Hill
BA, Psychology
Karl Bauch's US Bancorp Investments Experience March 2005 - June 2007
Job Ameriprise
Industry Financial Services
Experience
Ameriprise Financial June 2007 - Present
US Bancorp Investments March 2005 - June 2007
Skills
Series 7, Mutual Funds, Project Management, Retirement Planning, Securities
Education
University of Minnesota-Twin Cities 2004 — 2004
BA, Economics, Quantitative Emphasis
Ameriprise Financial June 2007 - Present
US Bancorp Investments March 2005 - June 2007
Skills
Series 7, Mutual Funds, Project Management, Retirement Planning, Securities
Education
University of Minnesota-Twin Cities 2004 — 2004
BA, Economics, Quantitative Emphasis
Gregory Hagen's US Bancorp Investments Experience June 1995 - December 2003
Job Managing Director Institutional Fixed Income Investments at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 1995 - Present
US Bancorp Investments June 1995 - December 2003
Education
Oregon State University 1992 — 1996
Bachelor, Finance, Macro Economics
Piper Jaffray June 1995 - Present
US Bancorp Investments June 1995 - December 2003
Education
Oregon State University 1992 — 1996
Bachelor, Finance, Macro Economics
Marvel Rotness's US Bancorp Investments Experience March 2002 - March 2010
Job Financial Advisor at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2010 - Present
MetLife Securities March 2010 - July 2010
US Bancorp Investments March 2002 - March 2010
Banc of America Investments September 1994 - February 2002
Education
University of Nebraska-Lincoln 1988 — 1991
Bachelor of Science, Business Administration
J.P. Morgan Securities LLC July 2010 - Present
MetLife Securities March 2010 - July 2010
US Bancorp Investments March 2002 - March 2010
Banc of America Investments September 1994 - February 2002
Education
University of Nebraska-Lincoln 1988 — 1991
Bachelor of Science, Business Administration
Jennifer Stange's US Bancorp Investments Experience October 2006 - June 2007
Job Senior Compensation Analyst at Cargill
Industry Human Resources
Experience
Cargill Compensation AnalystCargillFebruary 2013 - Present
Cargill March 2011 - February 2013
Ameriprise Financial March 2009 - April 2011
Ameriprise Financial June 2007 - March 2009
U.S. Bancorp Investments October 2006 - June 2007
Civil Society Institute August 2003 - November 2006
VizaWeb Inc August 2005 - August 2006
Build Concepts Inc April 2004 - March 2006
U.S. Bank September 2001 - July 2003
Skills
Performance Management, Change Management, Organizational..., Talent Management, Onboarding, Employee Engagement, Vendor Management, Succession Planning, Process Improvement, Workforce Planning, Organizational..., Human Resources, Recruiting, Team Building, Project Management, Talent Acquisition, Program Management, Kaizen Leadership, Cross-functional Team..., Management, PeopleSoft
Education
Human Capital Institute 2010 — 2010
Certificate, Human Capital Strategy
University of St. Thomas, Center for Business 2008 — 2008
Mini Master, Project Management
College of St. Catherine 2003 — 2005
Metropolitan State University 2000 — 2005
BA, Psychology
Cargill Compensation AnalystCargillFebruary 2013 - Present
Cargill March 2011 - February 2013
Ameriprise Financial March 2009 - April 2011
Ameriprise Financial June 2007 - March 2009
U.S. Bancorp Investments October 2006 - June 2007
Civil Society Institute August 2003 - November 2006
VizaWeb Inc August 2005 - August 2006
Build Concepts Inc April 2004 - March 2006
U.S. Bank September 2001 - July 2003
Skills
Performance Management, Change Management, Organizational..., Talent Management, Onboarding, Employee Engagement, Vendor Management, Succession Planning, Process Improvement, Workforce Planning, Organizational..., Human Resources, Recruiting, Team Building, Project Management, Talent Acquisition, Program Management, Kaizen Leadership, Cross-functional Team..., Management, PeopleSoft
Education
Human Capital Institute 2010 — 2010
Certificate, Human Capital Strategy
University of St. Thomas, Center for Business 2008 — 2008
Mini Master, Project Management
College of St. Catherine 2003 — 2005
Metropolitan State University 2000 — 2005
BA, Psychology
Jerrie J St Clair's US Bancorp Investments Experience July 2012 - September 2015
Job Financial Professional
Industry Financial Services
Experience
U.S. Bancorp Investments July 2012 - September 2015
Huntington Investment Company September 2010 - July 2012
Fidelity Investments April 2006 - March 2009
Fidelity Investments September 1999 - March 2006
Fidelity Investments May 1998 - September 1999
Skills
Mutual Funds, Securities, Equities, Insurance, Investments, Management, Series 7, Series 63, Series 24, Series 4, Series 3, Series 53, Series 9, Series 10, Series 66, Variable Annuities, Life & Health Insurance..., Financial Services, Risk Management, Process Improvement, Analysis, Regulatory Compliance, Financial Markets, Supervision, General Securities..., Regulatory Examinations, Financial Risk, General Securities..., Options, Pre-approval, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Retail Sales, Prioritize Workload
Education
Palm Beach Atlantic University
BS, Business Administration
U.S. Bancorp Investments July 2012 - September 2015
Huntington Investment Company September 2010 - July 2012
Fidelity Investments April 2006 - March 2009
Fidelity Investments September 1999 - March 2006
Fidelity Investments May 1998 - September 1999
Skills
Mutual Funds, Securities, Equities, Insurance, Investments, Management, Series 7, Series 63, Series 24, Series 4, Series 3, Series 53, Series 9, Series 10, Series 66, Variable Annuities, Life & Health Insurance..., Financial Services, Risk Management, Process Improvement, Analysis, Regulatory Compliance, Financial Markets, Supervision, General Securities..., Regulatory Examinations, Financial Risk, General Securities..., Options, Pre-approval, Microsoft Office, Microsoft Excel, Microsoft Word, Organizational..., Retail Sales, Prioritize Workload
Education
Palm Beach Atlantic University
BS, Business Administration
David Lott's US Bancorp Investments Experience May 1998 - September 1999
Job Owner at Cornerstone Gallery of Fine Art
Industry Management Consulting
Experience
Cornerstone Gallery of Fine Art January 2012 - Present
Jos. A. Bank Clothiers April 2011 - January 2012
UNIVERSAL ACCOUNTING CENTER June 2009 - January 2010
JORDAN RIVER ANIMAL HOSPITAL May 2006 - September 2006
Farmers Insurance 2006 - 2006
THE MEN'S WEARHOUSE March 2003 - May 2005
US BANCORP INVESTMENTS May 1998 - September 1999
SAGUARO GALLERY February 1989 - May 1996
PaineWebber February 1984 - July 1987
Skills
Marketing Strategy, Strategic Planning, Sales Management, Management, Recruiting, Sales, Retail, Marketing, Leadership, Budgets, Training, Customer Service, Program Management, Advertising, Employee Training, Microsoft Office, Team Building, Operations Management, Selling, Strategy, Inventory Management, Coaching, Small Business, Entrepreneurship, Start-ups, Business Planning, Public Speaking, Fine Art, Fine Art Sales, Sculpture, Oil Painting, Landscape Painting, Wildlife art, Client Development, Art Shows, Western Art, Religious Art, Figurative Art, Automobile Art, Art Gallery, Paleo (Dinosaur) Art, Direct Sales, Interviews, Social Networking, Payroll, Online Marketing, Accounting, B2B, Social Media Marketing, Account Management
Education
Brigham Young University 1974 — 1983
BS, Business Management Finance
Cornerstone Gallery of Fine Art January 2012 - Present
Jos. A. Bank Clothiers April 2011 - January 2012
UNIVERSAL ACCOUNTING CENTER June 2009 - January 2010
JORDAN RIVER ANIMAL HOSPITAL May 2006 - September 2006
Farmers Insurance 2006 - 2006
THE MEN'S WEARHOUSE March 2003 - May 2005
US BANCORP INVESTMENTS May 1998 - September 1999
SAGUARO GALLERY February 1989 - May 1996
PaineWebber February 1984 - July 1987
Skills
Marketing Strategy, Strategic Planning, Sales Management, Management, Recruiting, Sales, Retail, Marketing, Leadership, Budgets, Training, Customer Service, Program Management, Advertising, Employee Training, Microsoft Office, Team Building, Operations Management, Selling, Strategy, Inventory Management, Coaching, Small Business, Entrepreneurship, Start-ups, Business Planning, Public Speaking, Fine Art, Fine Art Sales, Sculpture, Oil Painting, Landscape Painting, Wildlife art, Client Development, Art Shows, Western Art, Religious Art, Figurative Art, Automobile Art, Art Gallery, Paleo (Dinosaur) Art, Direct Sales, Interviews, Social Networking, Payroll, Online Marketing, Accounting, B2B, Social Media Marketing, Account Management
Education
Brigham Young University 1974 — 1983
BS, Business Management Finance
Meng Chang's US Bancorp Investments Experience January 2011 - August 2013
Job Fund Accountant at Metropolitan Council of the Twin Cities
Industry Financial Services
Experience
Metropolitan Council of the Twin Cities September 2015 - Present
First American Funds August 2013 - September 2015
US Bancorp Investments January 2011 - August 2013
School Business Solutions August 2011 - February 2012
LarsonAllen September 2008 - March 2009
Skills
Financial Planning, Investments, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Microsoft Excel, Auditing, General Ledger, Internal Controls, Mutual Funds, Analysis, GAAP, Customer Service, Financial Accounting
Education
Bethel University 2004 — 2008
BA, Business
University of Wisconsin-Madison 2004 — 2005
Metropolitan Council of the Twin Cities September 2015 - Present
First American Funds August 2013 - September 2015
US Bancorp Investments January 2011 - August 2013
School Business Solutions August 2011 - February 2012
LarsonAllen September 2008 - March 2009
Skills
Financial Planning, Investments, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Microsoft Excel, Auditing, General Ledger, Internal Controls, Mutual Funds, Analysis, GAAP, Customer Service, Financial Accounting
Education
Bethel University 2004 — 2008
BA, Business
University of Wisconsin-Madison 2004 — 2005
Jessica Will's US Bancorp Investments Experience October 2005 - March 2007
Job Senior Consultant at Aetna
Industry Information Technology and Services
Experience
Aetna February 2013 - Present
MTS Systems Corporation February 2012 - August 2012
Thomson Reuters February 2008 - February 2012
Zayo (previously Onvoy) March 2007 - February 2008
US Bancorp Investments October 2005 - March 2007
Skills
Financial Analysis, Access, Microsoft Excel, Data Analysis, Strategic Planning, Business Strategy, Microsoft Office, Market Research, PowerPoint, SAP, Contract Pricing, Contract Negotiation, Business Analysis, Management, Analysis, Finance
Education
St. Cloud State University 2000 — 2005
Bachelors, Finance
Aetna February 2013 - Present
MTS Systems Corporation February 2012 - August 2012
Thomson Reuters February 2008 - February 2012
Zayo (previously Onvoy) March 2007 - February 2008
US Bancorp Investments October 2005 - March 2007
Skills
Financial Analysis, Access, Microsoft Excel, Data Analysis, Strategic Planning, Business Strategy, Microsoft Office, Market Research, PowerPoint, SAP, Contract Pricing, Contract Negotiation, Business Analysis, Management, Analysis, Finance
Education
St. Cloud State University 2000 — 2005
Bachelors, Finance
Victoria Jasper's US Bancorp Investments Experience March 2003 - July 2013
Job
Industry Banking
Experience
Bremer Bank June 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - June 2014
U.S. Bancorp Investments March 2003 - July 2013
MJSK March 1985 - March 2003
Juran & Moody, Inc. March 1985 - January 1997
Skills
Insurance, Series 7, Product Development, Compliance, Licensing, Registration, Securities, FINRA, Investments, Mutual Funds, Financial Services, Portfolio Management
Education
Inver Hills Community College 1977 — 2009
AAS
Bremer Bank June 2014 - Present
Ameriprise Financial Services, Inc. August 2013 - June 2014
U.S. Bancorp Investments March 2003 - July 2013
MJSK March 1985 - March 2003
Juran & Moody, Inc. March 1985 - January 1997
Skills
Insurance, Series 7, Product Development, Compliance, Licensing, Registration, Securities, FINRA, Investments, Mutual Funds, Financial Services, Portfolio Management
Education
Inver Hills Community College 1977 — 2009
AAS
Christina Caldwell's US Bancorp Investments Experience January 2006 - November 2010
Job
Industry Financial Services
Experience
RiverOak Wealth Management, LLC August 2014 - Present
cfs Wealth Management Group, LLC November 2012 - July 2014
Former Candidate for Lafayette Treasurer March 2012 - November 2012
City of Lexington's Parks & Recreation November 2010 - October 2011
US Bancorp Investments January 2006 - November 2010
Midwest Investment Services October 2003 - October 2005
Reliant Financial Services April 2001 - October 2003
Stifel, Nicolaus & Company March 1998 - December 1999
Education
University of Missouri-Columbia 1987 — 1992
BS, Consumer Economics
RiverOak Wealth Management, LLC August 2014 - Present
cfs Wealth Management Group, LLC November 2012 - July 2014
Former Candidate for Lafayette Treasurer March 2012 - November 2012
City of Lexington's Parks & Recreation November 2010 - October 2011
US Bancorp Investments January 2006 - November 2010
Midwest Investment Services October 2003 - October 2005
Reliant Financial Services April 2001 - October 2003
Stifel, Nicolaus & Company March 1998 - December 1999
Education
University of Missouri-Columbia 1987 — 1992
BS, Consumer Economics
Jodi Defeyter's US Bancorp Investments Experience 2003 - 2006
Job Director of Regulatory Administration and Senior Project Manager
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc. 2007 - Present
US Bancorp Investments 2003 - 2006
American Express Financial Advisors 2001 - 2003
Skills
Investments, Asset Allocation, Bloomberg, Portfolio Management, Series 7, Mutual Funds, Risk Management, Asset Managment, Equities, Process Improvement, Fixed Income, AML, Project Management, Equity Trading, Trading, Insurance, Capital Markets, Due Diligence, Securities, Strategic Planning
Education
Minnesota Paralegal Institue 1996 — 1997
Post Baccalaureate, Paralegal Certificate
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Sociology
RBC Global Asset Management (U.S.) Inc. 2007 - Present
US Bancorp Investments 2003 - 2006
American Express Financial Advisors 2001 - 2003
Skills
Investments, Asset Allocation, Bloomberg, Portfolio Management, Series 7, Mutual Funds, Risk Management, Asset Managment, Equities, Process Improvement, Fixed Income, AML, Project Management, Equity Trading, Trading, Insurance, Capital Markets, Due Diligence, Securities, Strategic Planning
Education
Minnesota Paralegal Institue 1996 — 1997
Post Baccalaureate, Paralegal Certificate
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Sociology
Matthew Parrow's US Bancorp Investments Experience September 2008 - September 2010
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2010 - 2012
US Bancorp Investments September 2008 - September 2010
Wells Fargo Investments July 2000 - September 2008
Education
Minneapolis Business College 1987 — 1988
Accounting
Ameriprise Financial Services, Inc. 2010 - 2012
US Bancorp Investments September 2008 - September 2010
Wells Fargo Investments July 2000 - September 2008
Education
Minneapolis Business College 1987 — 1988
Accounting
Carrie Tennant's US Bancorp Investments Experience November 2011 - August 2013
Job Vice President, Financial Advisor
Industry Financial Services
Experience
US Bancorp Investments November 2011 - August 2013
Merrill Lynch March 2007 - November 2011
Wells Fargo Bank June 2001 - May 2006
Bank of America November 1976 - June 2001
Skills
Wealth Management, Series 7, Investment Advisory, Investment Management, Bonds, Long-term Care, Options, Equities, Variable Annuities, Life Insurance, Roth IRA, Asset Management, Investments, ETFs, High Net Worth..., 401k Rollovers, Retirement, Mutual Funds, Series 63, Series 65, Portfolio Management
Education
University of California, Berkeley 2011 — 2011
Generational Wealth Transfer
American University 2010 — 2011
Investments and Securities
University of Washington 1970 — 1972
Business/Finance
US Bancorp Investments November 2011 - August 2013
Merrill Lynch March 2007 - November 2011
Wells Fargo Bank June 2001 - May 2006
Bank of America November 1976 - June 2001
Skills
Wealth Management, Series 7, Investment Advisory, Investment Management, Bonds, Long-term Care, Options, Equities, Variable Annuities, Life Insurance, Roth IRA, Asset Management, Investments, ETFs, High Net Worth..., 401k Rollovers, Retirement, Mutual Funds, Series 63, Series 65, Portfolio Management
Education
University of California, Berkeley 2011 — 2011
Generational Wealth Transfer
American University 2010 — 2011
Investments and Securities
University of Washington 1970 — 1972
Business/Finance