U.S. Bancorp Investments, Inc.
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U.S. Bancorp Investments, Inc. Employees
G Karl Company, LLC January 2013 - Present
BOK Financial August 2009 - January 2013
US Bancorp Investments, Inc. 2005 - 2009
Atlas Securities 2000 - 2005
Bank of America 1989 - 1998
Merrill Lynch 1985 - 1989
Skills
Banking, Wealth Management, Investments, Mutual Funds, Financial Services, Portfolio Management, Strategic Financial..., Credit, Loans, Asset Managment, Public Speaking, Training, Motivation, Management, Retirement, Leadership, Sales, Marketing, Asset Management, Relationship Management, Retirement Planning, Investment Management
Education
California State University-San Bernardino
RBC Capital Markets LLC July 2015 - Present
US Bancorp Investments, Inc March 2010 - June 2015
US Bancorp Investments, Inc August 2006 - March 2010
US Bancorp Investments, Inc February 2005 - August 2006
Skills
Leadership, Operations Management, Management, Call Centers, Vendor Management, Financial Services, Risk Management, Banking, Analysis, Customer Service, Investments, Team Leadership, Team Building, Finance, Process Improvement, Strategic Planning, Fixed Income, Microsoft Word, Financial Analysis, Business Analysis, Teamwork, Series 99, Data Analysis, Microsoft Office, Microsoft Excel, Capital Markets, Securities, Financial Reporting, Bloomberg
Education
Iowa State University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
U.S. Bancorp Investments, Inc. June 2008 - Present
UBS Financial Services, Inc December 2006 - December 2007
Piper Jaffray February 1993 - August 2006
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance and Strategic Management
St. Olaf College
Bachelor of Arts (BA), Mathematics and Economics
Ziegler Wealth Management September 2013 - Present
U.S. Bancorp Investments, Inc. May 2011 - August 2013
JPMorgan Chase March 2009 - May 2011
Wachovia Securities / A.G. Edwards & Sons, Inc. September 2005 - March 2009
American Income Life Insurance June 1998 - September 2001
Koger Video & Animation / Hurricane Media June 1990 - September 1998
Cleo-Madison Asset Research February 1990 - June 1998
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Life Insurance, Strategic Financial..., Strategic Planning, Financial Analysis, Mutual Funds, Estate Planning, Risk Management, Sales, Small Business, Portfolio Management, Management, Finance, Business Planning, Wealth Management, Banking, Series 7, Asset Allocation
Education
College of Financial Planning 2005 — 2006
AAMS, Financial Investing - Accredited Asset Management Specialist
Ball State University 1985 — 1990
BS, Telecommunications
United States Navy Medical School for Health Sciences 1987 — 1988
Medical, Health Science
Pendleton Heights High School 1982 — 1985
yes, college prep
BSU - Delta Tau Delta
BSU - Delta Tau Delta
U.S. Bancorp Investments, Inc June 2014 - Present
Skills
Financial Services, Manage Client..., Interpersonal..., Leadership, Time Management, Building Relationships, Legal Compliance, Always Punctual, Customer Focused Service
Education
St. Cloud State University 2005 — 2010
Bachelor's Degree, Finance, General
U.S. Bancorp Investments, Inc. September 2014 - Present
Rodan and Fields May 2012 - Present
Wells Fargo Advisors March 2001 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Lakeshore Technical College
Associate's degree, Finance, General
Wells Fargo Advisors, LLC October 2011 - Present
U.S. Bancorp Investments, Inc. December 1999 - October 2011
Skills
Retirement Planning, Employer Plan Rollovers, Investments, Asset Consolidation, Asset Allocation, Investment Strategies, Insurance Reviews, Investment Planning, Insurance, IRAs
Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Business Administration and Management, General
U.S. Bancorp Investments, Inc. November 2014 - Present
State Farm Insurance August 2011 - October 2014
Trading Advantage December 2012 - August 2013
TRUE Consulting LLC May 2011 - August 2011
Education
Purdue University 2008 — 2012
Bachelor of Science (B.S.), Financial Counseling & Planning
US Bancorp Community Development Corporation July 2013 - Present
US Bancorp Community Development Corporation March 2008 - June 2013
US Bancorp Community Development Corporation January 2007 - March 2008
US Bancorp Community Development Corporation July 2006 - December 2006
US Bancorp Investments, Inc January 2005 - July 2006
Laclede Gas Company June 2003 - January 2005
Skills
Concise Communicator, Innovative Problem..., Outgoing, Financial Modeling, Financial Analysis, Accounting, Variance Analysis, Financial Reporting, Forecasting, Finance, Budget, Auditing, Process Improvement, Managerial Finance, Strategic Planning, Due Diligence, Strategic Financial..., Internal Audit, Concise Copy, Mergers & Acquisitions, Cash Flow, Strategy, Treasury Management, Cash Management, Financial Services, Internal Controls, Budgets, Commercial Lending, Risk Management, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Credit, Valuation, Commercial Banking, Investments, Asset Management, Loans, Start-ups, Banking
Education
Saint Louis University 2009 — 2012
MBA, Finance
Southeast Missouri State University - Harrison College of Business 1999 — 2003
BSBA, Finance
Rahn Wealth Management, LLC February 2014 - Present
US Bancorp Investments, Inc. February 2011 - February 2014
Wells Fargo Advisors June 2007 - February 2011
Morgan Stanley Wealth Management August 2001 - June 2007
Bank of America June 1995 - August 2001
APEX Financial Group January 1989 - June 1995
Skills
Wealth Management, Estate Planning, Insurance, Strategic Financial..., Executive Benefit..., Income Distribution, Retirement Planning, Wealth, Financial Advisory, Securities, FINRA, Strategy
Education
Eastern Washington University 1987 — 1989
Bachelor of Arts (B.A.), Finance & Marketing
Walla Walla Community College 1986 — 1987
Associate's Degree, Associate of Arts
DeSales High School 1982 — 1985
High School
Minnesota Transitions Charter High School June 2005 - Present
Minneapolis Public Schools November 2001 - June 2005
US Bancorp Investments, Inc. August 1998 - November 2001
MCG/HealthCare April 1997 - July 1998
Skills
Curriculum Development, Education, Organization, Teaching, Lesson Planning, Curriculum Design, English grammar, English Literature, English language skills, Management, Communication, Communication Skills, Curriculum Mapping, Curriculum Innovation, Reading Comprehension, Teaching Reading, Reading Intervention, Reading, Writing, News Writing, Technical Writing, Literacy, Secondary Education, Differentiated...
Education
Saint Mary's University of Minnesota 2002 — 2010
Master of Arts (MA), Instruction, 4.0
Iowa State University 1990 — 1994
Bachelor of Arts (BA), English; Environmental Studies minor
U.S. Bancorp Investments, Inc. March 2007 - Present
Rognes Corporation October 2005 - March 2007
INVEST Financial February 2005 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Iowa State University 2001 — 2004
Family Resource Management, Financial Counseling
Simpson College 2000 — 2001
Bachelor of Fine Arts (BFA), International Management, Spanish
HJN Advisors, LLP April 2014 - Present
U.S. Bancorp Investments, Inc. March 2011 - April 2014
Wells Fargo Advisors May 2008 - March 2011
McGladrey Wealth Management November 2005 - May 2008
Education
Iowa State University 2000 — 2002
Master of Business Administration (M.B.A.)
University of Northern Iowa 1998 — 2000
Bachelor of Arts (B.A.), Finance
Marshalltown Community College 1996 — 1998
Associate of Arts (A.A.), Business
OneSource Employee Management & The JobStore January 2013 - Present
US Bancorp Investments, Inc. February 2009 - December 2012
Fifth Third Bank 1995 - 2007
Skills
Loans, Credit Analysis, Credit, Banking, Private Banking, Underwriting, Credit Risk, Wealth Management, Series 6 & 63, Cash Management, Financial Risk, Management, Risk Management, Mortgage Lending, PHR Certified, Relationship Management, Leadership, Commercial Lending, Commercial Banking, Payments, Coaching, Credit Cards, Financial Analysis, Human Resources, Employee Engagement, Employee Consultation, Employee Training, Problem Solving, Employee Relations, Customer Service, Team Building, Onboarding
Education
University of Phoenix 2004 — 2006
MBA, Human Resources
University of Cincinnati
Bachelors Degree, Business Administration
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
H. Beck, Inc. March 2015 - Present
Wells Fargo Fund Distributors,LLC November 2014 - March 2015
Ziegler Wealth Management July 2013 - August 2014
Ameriprise Financial Services, Inc. January 2013 - July 2013
U.S. Bancorp Investments, Inc. November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services September 2004 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53
Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General
Fort Campbell Federal Credit Union January 2014 - Present
U.S. Bancorp Investments, Inc. August 2012 - December 2013
Edward Jones January 2010 - August 2012
Gannett November 2002 - November 2009
Dell October 2001 - November 2002
Skills
Series 7, Series 66, Life Insurance, Retirement Planning, IRAs, Retirement, 401k Rollovers, Wealth Accumulation, Roth IRA, College Savings Plans, 529 Plans, Stocks, Tax Free Income, Saving for Education, Estate Planning, Wealth Management
Education
Austin Peay State University 1990 — 2002
Accounting and Finance
The University of Tennessee at Chattanooga 1989 — 1990
Accounting and Finance
Incapital June 2014 - Present
Security Benefit August 2013 - April 2014
AIG SunAmerica/Western National February 2007 - March 2013
Great-West Life January 2006 - February 2007
U.S. Bancorp Asset Management "First American Funds" February 2005 - January 2006
U.S. Bancorp Investments, Inc. February 2003 - February 2005
Gentra Systems 2002 - 2003
U.S. Bancorp Investments, Inc. December 2000 - July 2002
Skills
Series 7, Fixed Annuities, Mutual Funds, Series 63, Investments, Financial Advisory, Variable Annuities, Life Insurance, 401k, Wealth Management, Relationship Management, Financial Services, Retirement Planning, FINRA, Securities, Public Speaking, Training, Building Relationships, Sales Force Development, Alternative Investments, Retirement, Asset Allocation, Series 24, Investment Advisory, Territory Management, Investment Strategies, Insurance, Business Development, Structured Products, Key Account Management
Education
St. Olaf College 1996 — 2000
BA, Biology
TD Ameritrade Institutional September 2014 - Present
Dunham & Associates February 2013 - September 2014
TD Ameritrade January 2012 - February 2013
U.S. Bancorp Investments, Inc. March 2011 - December 2011
UBS Financial Services Inc January 2010 - January 2011
New York University October 2009 - September 2010
Lynx Capital Partners, LLC September 2007 - December 2009
Skills
Wealth Management, Equities, Series 7, Series 63, Relationship Management, Financial Services, Trading, Investments, Mutual Funds, Salesforce.com, Asset Allocation, Financial Advisory, Analysis, Asset Management, Portfolio Management, Sales
Education
State University of New York College at Buffalo 2002 — 2006
Bachelors of Science, Business Administration
Cetera Investment Services February 2013 - Present
U.S. Bancorp Investments, Inc. January 2005 - February 2013
Skills
Wealth Management, Retirement Income..., Financial Planning, Investments, Asset Management, Investment Management, Asset Preservation, Retirement Planning, Estate Planning, Income Distribution
Education
Boston University
Certificate in Financial Planning, Financial Planning and Services
Southeastern Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General
U.S. Bancorp Investments, Inc. June 2006 - Present
Self Employed June 1995 - June 2006
Skills
Wealth Management, Investment Advisory, Portfolio Management, Retirement Planning, Retirement, Mutual Funds, Series 7, Banking, Investments, Securities, Asset Allocation, Financial Planning
Education
Missouri State University 1991 — 1995
Bachelor of Science (BS)
Callahan Financial Planning Company February 2010 - Present
U.S. Bancorp Investments, Inc. June 2007 - February 2010
TS Bank, Treynor State Bank June 2006 - June 2007
Skills
Certified Financial..., Financial Planning, Investment Management, Retirement Planning, Estate Planning, Wealth Management, Banking, Strategic Financial...
Education
Creighton University 2014 — 2016
Master’s Degree, Investment Management and Financial Analysis
Creighton University 2014 — 2016
Master of Business Administration (M.B.A.)
New York University 2011 — 2012
Professional Program in Financial Planning
University of Nebraska at Omaha 2008 — 2011
Bachelor’s Degree, Finance, Banking & Financial Markets, Investment Science & Portfolio Management
U.S. Bancorp Investments, Inc. April 2015 - Present
J.P. Morgan Chase Bank, N.A. January 2013 - February 2015
Wells Fargo Private Bank January 2011 - January 2013
Wells Fargo Investments May 2007 - January 2011
Education
University of Missouri-Columbia, College of Business 1990 — 1994
B.S.B.A., Finance
Murdock Banner Financial Group December 2010 - Present
US Bancorp Investments, Inc. October 2001 - December 2010
US Bank April 1997 - October 2001
Skills
Retirement Planning, Education Funding, Tax Management, Estate Planning, Investments, Insurance, Wealth Management...
Education
The American College
Chartered Financial Consultant designation
University of Missouri-Kansas City
Certificate in Financial Planning
University of Central Missouri 1998 — 2001
Master of Business Administration, Finance
University of Central Missouri 1993 — 1997
Bachelor of Science in Business Administration, Finance
Warrensburg School District
US Bancorp Investments Inc. 2011 - Present
Wells Fargo Advisors 2009 - 2011
First National Bank of Omaha 2001 - 2009
Skills
Investments, Strategic Financial..., Series 7, Wealth Management, Uniform Combined State..., Strategic Planning, Sales, Team Building
Education
University of Nebraska at Omaha
Bachelor of Science (B.S.), Finance, General
Bremer Investments May 2015 - Present
U.S. Bancorp Investments, Inc. September 2010 - October 2014
Woodbury Financial Services October 2007 - 2010
Allstate Insurance, Loberg & Associates - P&C and Financial Services 2002 - 2007
Thrivent Financial for Lutherans 1995 - 2002
Skills
Strategic Visionary, Coaching, Leadership, Team Leadership, Cross-functional Team..., Project Management, Change Management, Sales Management, Operations Management, Training, Diversity & Inclusion, Insurance Agency..., Customer Service..., Financial Services, Solution Selling, Insurance, Investments, Managing Agency..., Segmentation, Sales Operations, Customer Segmentation..., Contact Center..., Call Center Development, Portfolio Management, Business Development, Series 7, Strategy, Marketing, Fixed Annuities, Mutual Funds, Series 63, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Series 24, Life & Health Insurance..., Property & Casualty..., iOS Development, Sales, Inside Sales, Lead Generation, Online Lead Generation, Call Centers, Banking, Target Marketing, Financial Planning
Education
Minnesota State University, Mankato
Finance & Economics
University of Saint Thomas
MBA
Edibles Exposed March 2014 - Present
Lilola Studios January 2012 - Present
UnitedHealth Group August 2011 - Present
Digineer September 2008 - July 2011
U.S. Bancorp Investments, Inc. May 2004 - September 2008
Living Benefits Financial Services, LLC September 2001 - March 2003
Skills
Individualization, MS Project, Change Management, Program Management, Leadership, Strategic Planning, Integration, Management, Process Improvement, Project Portfolio..., Cross-functional Team..., Vendor Management, Business Process, Requirements Analysis, Software Project..., New Business Development, Team Leadership, Management Consulting, Project Planning, Process Engineering, Marketing
Education
Project Management Institute 2003 — 2004
PMP Certification, Project Management Professional
Rocky Mountain School of Photography
Concordia University-St. Paul 1996 — 1999
B.A, Marketing Management
Dakota County Technical College 1991 — 1993
A.A., Accounting
Minnesota State University, Mankato 1990 — 1991
General Education
U.S. Bancorp Investments, Inc. April 2010 - Present
Renaissance Financial August 2009 - April 2010
Education
Maryville University of Saint Louis 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Saint Louis University 2005 — 2009
Bachelor of Science (B.S.), Finance and Marketing
Loyola University Chicago 2007 — 2007
Study Abroad - Rome, Italy
U.S. Bancorp Investments, Inc. 2008 - Present
Skills
Retirement Planning, 403 b, Series 7, Strategic Financial..., Retirement, Mutual Funds, Fixed Annuities, Investments, Loans, Credit, Wealth Management, Financial Analysis, Asset Allocation, Financial Advisory, Estate Planning, Risk Management, Banking, Insurance, 401k, Finance, Guaranteed Lifetime..., Life Insurance, Financial Planning
Education
University of Minnesota-Twin Cities 1996 — 2001
BA
New York University 1995 — 1996
white bear lake high school
Love Bird Home and Design, LLC. October 2014 - Present
Curian Capital December 2012 - December 2013
AIG-SunAmerica Mutual Funds August 2011 - December 2012
US Bancorp Investments, Inc. January 2002 - December 2009
Piper Jaffray Inc. & US Bancorp Piper Jaffray Inc. November 2000 - January 2002
WM Financial Services, Inc./ Murphey Favre, Inc./ Washington Mutual Bank July 1995 - November 2000
Skills
Mutual Funds, Wealth Management, Investments, Series 7, Insurance, FINRA, Leadership, Training, Fixed Annuities, Management, Finance, Series 63, Financial Services, Marketing, Securities, Retirement Planning
Education
City University, Seattle WA 1996 — 2002
Business Administration
Everett Community College 1989 — 1991
General Studies
U.S. Bancorp Investments, Inc. September 2014 - Present
Morgan Stanley August 2006 - July 2014
Country Financial 2009 - 2010
Morgan Stanley Smith Barney August 2000 - August 2006
Morgan Stanley Smith Barney January 1999 - August 2000
Dain Rauscher October 1994 - January 1999
Kemper Securities June 1992 - October 1994
Skills
Series 7, Customer Service, Problem Solving, Efficiency Improvement, Sales, Leadership, Series 63, FINRA, Divorcees, Strategic Planning, Insurance, Entrepreneurship, Investments, Series 65, Coaching, Risk Management, Series 24, Nonprofits, Team Building, Sales Operations, Mutual Funds, Microsoft Excel, Retirement Planning, Banking, Process Improvement, Humor, Sales Support, Negotiation, Non-profits, Microsoft Office, Project Management, 401k Rollovers, Children Of Divorce, Management
Education
Joliet Junior College 2014 — 2015
Applied Horticulture and Horticultural Business Services
Southern Illinois University, Carbondale
U.S. Bancorp Investments, Inc. October 2012 - Present
U.S. Bancorp Investments, Inc. April 2009 - Present
US Bancorp Investments, Inc. January 2004 - September 2008
US Bancorp Investments, Inc January 2003 - January 2004
West One Bank 1995 - 1996
Security Pacific Bank NW 1987 - 1992
Education
Earlham College 1974 — 1978
BA, International relations
Charles Schwab February 2014 - Present
E*TRADE Capital Management August 2011 - February 2014
US Bancorp Investments, Inc January 2010 - January 2011
UnionBanc Investment Services, Inc January 2006 - January 2010
WM Financial Services/Washington Mutual January 2003 - January 2005
UBS Financial Services, Inc January 2002 - January 2003
Skills
Salesforce.com, Investments, Portfolio Management, Insurance, Customer Satisfaction, Financial Services, Separately Managed..., Unified Managed Accounts, Financial Risk..., Sales, Customer Service, Asset Allocation, New Business Development, Solution Selling, Selling Skills, Customer Engagement, Value Selling, Building Relationships, Lasting Relationships, Mutual Funds, Consultative Selling..., Financial Risk, Financial Markets, Series 7, Business Development, Risk Tolerance, Financial Analysis, Relationship Management, Wealth Management
Education
California State University-Bakersfield 1989 — 1995
Bachelor of Applied Science (B.A.Sc.), Geology/Earth Science, General
Arvin High
US Bancorp Investments, Inc. January 2001 - Present
Skills
CERTIFIED FINANCIAL..., CERTIFIED WEALTH...
Education
UC Davis 1987 — 1992
Bachelor's degree, Agricultural and Managerial Economics
Analy
U.S. Bancorp Investments, Inc. May 2012 - Present
UBS Financial Services January 2008 - May 2012
City of Spokane January 2003 - December 2007
Education
Gonzaga University 1997 — 2001
Bachelors, Political Science
U.S. Bancorp Investments, Inc. August 2006 - Present
Skills
Series 7, Investments
Education
University of Louisville 1989 — 1992
BA, Finance
MetLife Premier Client Group of the Midwest, an office of MetLife March 2015 - Present
U.S. Bancorp Investments, Inc January 2011 - February 2015
FCB Financial January 2005 - December 2010
Nathan & Lewis Securities November 1995 - December 2004
Skills
Personal Financial..., Retirement Planning, Wealth Management, Financial Analysis, Investments, Life Insurance, Disability Insurance
Education
University of Nebraska-Lincoln 1986 — 1990
Bachelor of Science (BS), Finance and Financial Management Services
Ameriprise Financial Services, Inc. November 2011 - Present
Ameriprise Financial Services, Inc. March 2003 - November 2011
Ameriprise Financial Services, Inc. June 1998 - March 2003
U.S. Bancorp Investments, Inc December 1994 - June 1998
Skills
Series 7, Managed Accounts, Series 63, Product Management, Separately Managed..., Managing Accounts, Financial Services, Investments, Relationship Management
Education
Minnesota State University, Mankato 1988 — 1993
BS, Finance
U.S. Bancorp Investments, Inc. March 2014 - Present
Wells Fargo Advisors July 2013 - March 2014
Fifth Third Bank/Securities August 1999 - July 2013
American General Finance December 1994 - August 1999
Education
Ohio University 1988 — 1993
Bachelor of Arts (BA), Political Science-Prelaw
U.S. Bancorp Investments, Inc. August 2012 - Present
PNC Investments June 1993 - August 2012
Skills
Investments, * Insurance..., * Business planning..., * Executive benefits, * Qualified retirement..., *Financial planning, Wealth Management, Series 7, Insurance, Finance, Retirement Planning
Education
North Carolina State University
Bachelor of Arts (BA), cum laude, Business Management
North Carolina State University
Bachelor of Arts (BA), cum laude, Economics
Private January 2010 - Present
REMAX Performance Plus June 2009 - June 2010
U.S. Bancorp Investments, Inc June 2006 - June 2010
Rowan University September 2002 - June 2004
Rowan University September 1999 - June 2002
Skills
Management, Account Reconciliation, Data Entry, Quality Assurance, Office Management, Auditing, Invoicing, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Human Resources, Time Management, Program Management
Education
Rowan University 1999 — 2003
BS, Business Administration with Specialization in Finance
Principal Financial Group September 2011 - Present
US Bank March 2010 - August 2011
US Bancorp Investments, Inc. November 2007 - February 2010
Principal Financial Group July 1990 - October 2007
Skills
Estate Planning, Wealth Accumulation, Charitable Giving, Buy-Sell Review, 401(k) & 403(b), SEP & Simple IRAs, Financial Needs Analysis, Informal Business..., Business Continuation...
Education
University of Northern Iowa 1982 — 1987
Bachelor of Arts, Marketing & German
Prudential Financial September 2014 - Present
Hobson Financial Group July 2013 - May 2014
US Bancorp Financial Inc March 2012 - July 2013
PNC 2011 - 2012
Fifth Third Bank 2010 - 2011
US Bancorp Investments Inc 2007 - 2010
Fifth Third Bank 2005 - 2007
JPMorgan Chase 2004 - 2005
The Third Market Corp. 1998 - 2003
Access Financial Group Inc. 1997 - 1998
Skills
Retirement Planning, 401k Rollovers, Tax Management..., Estate Planning, IRA Management, Asset Management, Asset Allocation, Structured Investments
Education
Moraine Valley Community College 1993 — 1994
Business Major, Psychology Minor
Community College of the Air Force 1991 — 1992
J.P. Morgan Chase Bank, N.A. March 2013 - Present
U.S. Bancorp Investments, Inc. November 2011 - March 2013
U.S. Bancorp Investments, Inc. April 2010 - October 2011
JPMorgan Chase May 2009 - March 2010
Education
The Ohio State University 2011 — 2012
Online CFP Certification Education Program
San Diego State University-California State University 2004 — 2007
Bachelor of Arts (B.A.), Economics
2015 Level I Candidate in the CFA Program
U.S. Bancorp Investments, Inc. November 2011 - Present
Commerce Brokerage Services, Inc. April 2004 - November 2011
Skills
Disability Insurance, Wealth Management, Retirement Planning, Long Term Care Insurance, Event Planning, Wealth Preservation..., College Funding..., Strategic Planning, Succession Planning, Hedge Funds, Investments, Fixed Annuities, Retirement, Customer Service, Insurance, Finance, Team Building, Long-term Care, Banking, Series 7
Education
Southeast Missouri State University 1997 — 2000
BSBA, Financial Economics
U.S. Bancorp Investments, Inc. 1992 - Present
Skills
Retirement Planning, Asset Allocation, Asset Managment, Investments, Insurance, Wealth Management, Portfolio Management, Education Savings, Separately Managed..., Securities, Mutual Funds, Equities, Bonds, Series 7, Series 63
Education
University of Missouri-Columbia, College of Business 1987 — 1990
BS, Economics
Parkway West High 1984 — 1986
U.S. BANCORP INVESTMENTS, INC. July 2013 - Present
Wells Fargo Advisors, LLC 2011 - 2013
Wells Fargo Investments, LLC 2008 - 2011
Wells Fargo Bank, N.A. 2006 - 2008
Skills
Leadership, Sales, Investments, Insurance, Certified Financial..., Financial Planning, Retirement Planning
Education
Metropolitan State University of Denver 2013 — 2014
Personal Financial Planning Certificate
Vanguard University of Southern California 2007 — 2011
Master's degree
Chapman University 2003 — 2006
Bachelor's Degree
Saddleback College 2001 — 2003
Associate's Degree
Affirm, Inc. June 2015 - Present
U.S. Bancorp Investments, Inc. 2013 - May 2015
Pomona College August 2011 - January 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Social Media, Customer Service, Public Speaking, Time Management, Leadership, Teamwork, Social Networking, Event Planning, Facebook, Research, Management, Financial Analysis
Education
University of Minnesota-Twin Cities 2013 — 2015
Bachelor's Degree, Mathematics (with specialization in Actuarial Sciences)
University of Minnesota-Twin Cities 2013 — 2015
Bachelor of Science (BS), Economics
Pomona College 2011 — 2013
Bachelor of Science (BS), Mathematical Economics
Eden Prairie High School 2007 — 2011
U.S. Bancorp Investments, Inc. June 2010 - Present
Wells Fargo September 2006 - June 2010
Bank of America April 1996 - September 2006
Skills
Banking, Portfolio Management, Credit, Management, Loans, Commercial Banking, Credit Analysis, Wealth Management, Retail Banking, Mortgage Lending, Investments, New Business Development, Strategic Financial..., Commercial Lending, Private Banking, Small Business Lending, Risk Management, Consumer Lending, Financial Analysis, Cash Management
Education
California Lutheran University 2013 — 2014
Master of Business Administration (MBA), Financial Planning and Services
University of California, Irvine 2007 — 2008
PFP, Financial Planning
California State Polytechnic University-Pomona 1997 — 2002
Business, Finance
US Bancorp Investments, Inc. May 2011 - Present
The Crozier Group LLC December 2006 - April 2011
SunGard/Phase3 June 2005 - November 2006
WaMu Capital Corp. (Washington Mutual) October 2001 - April 2004
Banc of America Securities LLC October 1990 - November 2000
Education
Boston College High School
Regis University
U.S. Bancorp Investments, Inc. December 2011 - Present
Highland Terrace Apartments June 2015 - Present
Association of MN Counties February 2001 - December 2011
Skills
Banking, Customer Service, Policy, Leadership, Government, Proposal Writing, Administration, Credit, Management, Loans, Microsoft Office, Retail Banking, Public Speaking, Program Management
Education
Metropolitan State University 2003 — 2006
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Metro State University, St. Paul, Minnesota 2002 — 2006
Bachelor of Science Degree, Sociology, Social Sciences
IHT Wealth Management May 2015 - Present
U.S. Bancorp Investments, Inc. 2011 - May 2015
Merrill Lynch, Pierce, Fenner & Smith, Inc. October 2009 - September 2011
UBS Private Wealth Management February 2005 - December 2009
Smith Barney, Citigroup Global Capital Markets March 2004 - February 2005
Education
Northwestern University 2006 — 2008
Certified Financial Planner Certificate Program, Financial Planning and Services
Bard College
B.A., Economics
Brookline High School
U.S. Bancorp Investments, Inc July 2003 - Present
U.S. Bancorp 2003 - Present
Conseco Finance 1999 - 2003
IC System 1990 - 2001
Education
St. Cloud State University
Benjamin F. Edwards & Co. August 2013 - Present
U.S. Bancorp Investments, Inc. December 2010 - August 2013
MetLife April 2007 - November 2010
MetLife April 2005 - April 2007
American Express Financial Advisors May 2004 - January 2005
Skills
Branch Inspections, Policies & Procedures, Internal Audit, Advertising Review, Regulatory Exams
Education
Fontbonne University 2008 — 2010
MBA
Marquette University 2000 — 2004
Bachelor of Science, Finance
St. Louis University High 1996 — 2000
High School
U.S. Bancorp Investments, Inc April 2014 - Present
US Bank January 2003 - December 2010
US Bank June 2001 - December 2002
Skills
Training, Management, Program Management, Project Planning, Strategic Planning, Investments, Contract Negotiation, Project Management, Series 7, Cross-functional Team...
Education
University of Nairobi 1989 — 1992
Business Administration
Liberty Mutual Insurance February 2008 - Present
Washington Mutual August 2005 - February 2008
US Bancorp Investments, Inc May 2002 - August 2005
Skills
Business Continuity..., Project Management, Program Management, Life Safety, Risk Management, Disaster Recovery, Business Continuity, Vendor Management, SDLC, Process Improvement, Risk Assessment, Business Process..., Microsoft Office, Strategic Planning, Leadership, Business Analysis, Management
Education
Central Washington University 1999 — 2001
Bachelor of Science in Business Administration, Business Administraion & International Business
LPL Financial Services June 2008 - Present
Independent Financial Marketing Group 2002 - 2008
Reged.com 2001 - 2002
US Bancorp Investments Inc. 1998 - 2001
Charles Schwab 1999 - 1999
Skills
Insurance, Training, Financial Services, Series 7, Vendor Management, Investments, Risk Management, Public Speaking, Banking, Organizational..., Financial Advisory, Leadership, Securities, Executive Management, Mutual Funds
Education
Colorado State University 1979 — 1983
BS Business Administration, Marketing, Psychology
U.S. Bancorp Investments, Inc. June 1993 - Present
First Interstate Bank January 1999 - November 1999
IDS Financial Services March 1990 - June 1993
Education
Bemidji State University 1984 — 1988
Fifth Third Securites September 2012 - Present
US Bancorp Investments, Inc. May 2004 - September 2012
US Bank September 2008 - July 2010
Education
Ohio University 1993 — 1997
Bachelor of Business Administration (BBA), Economics
Allina Hospitals & Clinics May 2011 - Present
University of St. Thomas January 2008 - Present
University of St. Thomas March 2006 - April 2011
U.S. Bancorp Asset Management September 2004 - March 2006
U.S. Bancorp Investments, Inc October 2003 - September 2004
U.S. Bancorp Investments, Inc. July 2003 - October 2003
U.S. Bancorp Investments, Inc. December 2001 - July 2003
U.S. Bancorp Investments, Inc May 2000 - December 2001
C.H. Robinson Co November 1999 - May 2000
PaineWebber September 1998 - May 1999
Skills
Asset Allocation, Communication, Public Speaking, Program Coordination, Asset Managment, Asset Management, Project Management, Business Development, Research, Retail, Marketing, Sales, Workshop Facilitation, Executive Management, Funding, Policy Analysis, Organization, Analysis, Logistics, Fixed Income, Corporate Finance
Education
University of St. Thomas Opus College of Business 2003 — 2006
MBA, Finance
University of St. Thomas 1995 — 1999
BA, Financial Management
University of London 1997 — 1997
U.S. Bancorp Investments, Inc. 2012 - Present
Bank of Kansas City June 2008 - 2012
HighPointe Financial Group/Mass Mutual 2006 - 2008
Molson Coors Brewing Company 2002 - 2006
Pearlstine Distributors, Inc. 2000 - 2002
House of LaRose 1997 - 2000
Anheuser-Busch 1996 - 1997
Anheuser-Busch 1995 - 1996
Anheuser-Busch 1992 - 1994
Anheuser-Busch 1991 - 1992
Education
University of Notre Dame
Bachelors, Economics
Walsh Jesuit High School
College Prep
Nicollet Investment Management Senior Managing DirectorNicollet Investment Management2004 - 2011
US Bancorp Investments Inc June 1994 - June 2004
Lehman Brothers June 1990 - June 1994
Merrill Lynch June 1972 - June 1990
Education
University of Minnesota-Twin Cities 1968 — 1972
BA, Business/Economics/Political Science
U.S. Bancorp Investments, Inc. July 2009 - Present
JP Morgan Securities 1992 - 2008
Bank One 1998 - 2004
First Chicago Capital Markets 1992 - 1995
KPMG 1985 - 1990
Skills
Capital Markets, Portfolio Management, Financial Analysis, Asset Management, Due Diligence, Private Placements, Structured Finance, Corporate Finance, Financial Structuring, Financial Modeling, Bonds, Investment Banking, Fixed Income, Valuation, Investments, Securities, Restructuring, Credit Analysis
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance and Economics
University of Illinois at Urbana-Champaign 1981 — 1985
BS, Accounting
US Bancorp Investments, Inc. September 2013 - Present
BKD CPAs & Advisors January 2013 - September 2013
Morgan Stanley May 2011 - January 2013
Skills
Estate Planning, Investments, Personal Financial..., Portfolio Management
Education
University of Arkansas at Little Rock, William H. Bowen School of Law 2007 — 2010
Juris Doctorate, Law
Denison University 2003 — 2007
B.A., Economics
U.S. Bancorp Investments, Inc & U.S. Bancorp Insurance Services, LLC January 1999 - Present
U.S. Bancorp Investments, Inc. January 1994 - July 1997
Skills
Insurance, Investments, Risk Management, Retirement Planning, Life Insurance, Fixed Annuities, Term Life Insurance, Strategic Planning, Health Insurance, Strategic Financial..., Disability Insurance, Retirement, Property & Casualty..., Banking, Pensions, Wealth Management, Estate Planning, Long-term Care, General Insurance, Series 7
Education
College for Financial Planning 1992 — 1994
CFP, Financial Planning
Milwaukee Area Technical College
Ameriprise Financial Services, Inc. Sales Supervision ManagerAmeriprise Financial Services, Inc.May 2010 - March 2015
RiverSource Fund Distributors, Inc at Ameriprise Financial October 2009 - May 2010
U.S. Bancorp Investments, Inc. April 2007 - October 2009
TCF Bank December 2004 - July 2006
Deephaven Capital Management April 2002 - September 2004
Dougherty & Company July 1999 - July 2001
Wells Fargo Investments September 1997 - June 1999
RBC Dain Rauscher September 1995 - September 1997
Skills
Customer Service, Risk Management, Financial Services, Series 7, Series 9/10, Series 24, Series 66
Education
Little Falls Community High School
University of Minnesota Duluth
BA, Chemistry and Spanish
j.c.v. Bookkeeping and Consulting June 2011 - Present
Otter Creek Assembly of God April 2009 - Present
U.S. Bancorp Investments, Inc July 2008 - April 2009
Charles Schwab & Co., Inc. November 2005 - July 2008
Charles Schwab October 2005 - July 2008
Education
Dallas Baptist University 2002 — 2004
Bachelors, Business Administration
Dallas Baptist University 2002 — 2004
CFN institute 2000 — 2003
CFNI 2000 — 2002
Christ for the Nations 2000 — 2002
Diploma, Theology
Christ for the Nations 2000 — 2002
Dallas Baptist University
Bachelors, Business Studies Business Administration
U.S. Bancorp Investments, Inc. April 1995 - Present
Skills
Wealth Management, Investments, Retirement Planning, Retirement, Strategic Financial..., High Net Worth..., Insurance, Mutual Funds, Financial Advisory, Estate Planning, Portfolio Management, 401k Rollovers, Variable Annuities, Financial Services, Investment Advisory, Life Insurance, Financial Planners, Asset Managment, Asset Allocation, IRAs, Term Life Insurance, Investment Strategies, Roth IRA
Education
University of Missouri-Saint Louis 1993 — 1995
BS, Finance, General
US Bancorp Investments, Inc November 2013 - Present
Edward Jones May 2011 - November 2013
Education
Marian University 2004 — 2006
Bachelor of Business Administration (B.B.A.)
US Bancorp Investments, Inc December 2011 - Present
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) March 2008 - December 2011
Merrill Lynch 2005 - 2008
Skills
Series 7, Investments, Mutual Funds, Portfolio Management, Wealth Management, Series 63, Investment Strategies, Investment Advisory, Retirement Planning, Alternative Investments, Retirement
Education
University of St. Thomas - Opus College of Business 2001 — 2004
MBA, Finance
Szent István Egyetem 1992 — 2000
BS, MS, Applied Economics, Enterprise Management
U.S. Bancorp Investments, Inc. May 2012 - Present
TCF Bank October 2011 - April 2012
Walmart January 2011 - July 2011
Wells Fargo June 2006 - December 2010
Skills
OFAC, AML, Bank Secrecy Act, Training, Financial Risk, Regulations, Corporate Law, Banking, Risk Management, Securities, Financial Services, Capital Markets, Credit, Fixed Income, Financial Analysis, Investments, Fraud, Due Diligence, Derivatives, Equities
Education
Penn State University 2011 — 2012
Graduate Certificate, Statistics
UNC Chapel Hill 1985 — 1990
Bachelors, Economics
Alcayde Legacy Wealth Management July 2009 - Present
US Bancorp Investments, Inc. October 2002 - July 2009
Education
San Francisco State University 1990 — 1992
BS, Finance, Real Estate
U.S. Bancorp Investments, Inc. August 2010 - Present
Waypoint Financial Services / Woodbury Financial Services, Inc July 2008 - December 2009
Baylake Bank / Uvest Financial Services Group, Inc. March 2007 - June 2008
Citizens Bancorp / IFMG Securities, Inc. October 2006 - March 2007
Citizens Bank, now part of FirstMerit Bank, N.A. January 2005 - October 2006
Associated Investment Services, Inc December 2000 - December 2004
Bank One Securities Corporation August 1997 - March 2000
Skills
Credit Analysis, Investments, Strategic Financial..., Fixed Annuities, Uniform Combined State..., Credit, Asset Allocation, Financial Analysis, Finance, FINRA, Portfolio Management, Loans, Insurance, Mutual Funds, Series 63, Series 7, Commercial Banking, Financial Risk, Banking, Retirement Planning, Commercial Lending, Wealth Management, Mortgage Lending, Series 65, Equities, Risk Management
Education
Northeast Wisconsin Technical College
Finance, General
Washington High School
U.S. Bancorp Investments, Inc. February 2013 - Present
Morgan Stanley March 2011 - October 2012
Bank of America/Merrill Lynch August 2005 - December 2010
Morgan Stanley Dean Witter June 1986 - July 2005
Skills
Portfolio Management, Wealth Management, Series 7, Credit, Banking, Series 63, Mutual Funds, Asset Management, Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Change Management, Business Development
Education
Golden Gate University 1999 — 2001
MBA
University of Redlands 1988 — 1990
BSBAM
JP Morgan Chase Bank, N.A. November 2014 - Present
McHenry County College January 2007 - Present
U.S. Bancorp Investments, Inc December 2010 - October 2014
Education
University of Illinois at Chicago 1987 — 1991
Master of Arts (MA), Economics
University of Illinois at Chicago 1979 — 1986
Bachelor of Arts (BA), Economics
Lake Park
Key Investment Services November 2013 - August 2015
US Bancorp Investments Inc. June 2010 - November 2013
WAMU/Chase August 1992 - June 2010
Education
Sonoma State University
Bachelor of Arts (BA)
Avendus Capital June 2015 - Present
U.S. Bancorp Investments, Inc August 2014 - June 2015
Deloitte Financial Advisory Services January 2014 - March 2014
GE Capital May 2013 - August 2013
Jeff N Mehler CFP, LLC December 2012 - May 2013
Covestor - Union Square Venture Company December 2011 - August 2012
Bank of America June 2011 - August 2011
Zaki Point December 2010 - January 2011
Skills
Financial Modeling, Microsoft Office, VBA, C++, Java, Matlab, Bloomberg, Morningstar, Project Management, HTML, Financial Analysis, Equity Research, Public Speaking, Portfolio Management, Alternative Assets, Investments, Analysis, Bloomberg Terminal, Management Consulting, Corporate Finance, Data Analysis, Valuation, Capital Markets, Finance, PowerPoint, Investment Banking
Education
Quinnipiac University 2010 — 2014
Bachelor of Science (BSc), Computer Science, Finance & Economics
U.S. Bancorp Investments, Inc. September 2007 - Present
United States Marine Corps January 1998 - January 2006
Education
University of St. Thomas 2013 — 2016
Master of Business Administration (MBA)
University of Minnesota-Twin Cities 2000 — 2005
Bachelor of Arts (BA), Journalism
US Bancorp Investments Inc March 2012 - Present
Fifth Third Securities August 2009 - March 2012
Skills
Retirement Planning, Wealth Management
Education
Trinity International University
Bachelor's Degree, Business Administration and Management, General
U.S. Bancorp Investments, Inc December 1997 - Present
Education
University of Phoenix 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
McKendree University 1987 — 1991
Bachelor of Arts (B.A.), Finance