U.S. Bancorp Investments, Inc.

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U.S. Bancorp Investments, Inc. Employees

Employee
Years
Job
Industry
Gregory K. Hernandez Gregory K. Hernandez Greater Denver Area Details
Gregory K. Hernandez's U.S. Bancorp Investments, Inc. Experience 2005 - 2009
Job Author | Speaker | Trainer | GKarlCo.com
Industry Professional Training & Coaching
Experience
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

Marilou Klein Marilou Klein Minneapolis, Minnesota Details
Marilou Klein's U.S. Bancorp Investments, Inc. Experience March 2010 - June 2015
Job Operations Supervisor, Internal Control & Reconciliation at RBC Capital Markets LLC
Industry Financial Services
Experience
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

Bill Benjamin Bill Benjamin Minneapolis, Minnesota Details
Bill Benjamin's U.S. Bancorp Investments, Inc. Experience June 2008 - Present
Job Chief Executive Officer
Industry Financial Services
Experience
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

Ken Koger, AAMS® Ken Koger, AAMS® Greater Chicago Area Details
Ken Koger, AAMS®'s U.S. Bancorp Investments, Inc. Experience May 2011 - August 2013
Job Ziegler Wealth Management
Industry Investment Management
Experience
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

Paul Denne Paul Denne Greater Minneapolis-St. Paul Area Details
Paul Denne's U.S. Bancorp Investments, Inc. Experience June 2014 - Present
Job Compliance Representative
Industry Financial Services
Experience
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

Allison Schramm Allison Schramm Sheboygan, Wisconsin Area Details
Allison Schramm's U.S. Bancorp Investments, Inc. Experience September 2014 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc
Industry Financial Services
Experience
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

Laurie Lang Laurie Lang Greater Minneapolis-St. Paul Area Details
Laurie Lang's U.S. Bancorp Investments, Inc. Experience December 1999 - October 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Warren Mroczek Warren Mroczek Greater Minneapolis-St. Paul Area Details
Warren Mroczek's U.S. Bancorp Investments, Inc. Experience November 2014 - Present
Job USBII Trader at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Chris Roetheli Chris Roetheli Greater St. Louis Area Details
Chris Roetheli's U.S. Bancorp Investments, Inc. Experience January 2005 - July 2006
Job Business Development Officer at US Bancorp Community Development Corporation
Industry Banking
Experience
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

Scott Rahn Scott Rahn Spokane, Washington Details
Scott Rahn's U.S. Bancorp Investments, Inc. Experience February 2011 - February 2014
Job President Wealth Advisor at Rahn Wealth Management, LLC
Industry Financial Services
Experience
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

Anthony Balzarini-Leonhart Anthony Balzarini-Leonhart Minneapolis, Minnesota Details
Anthony Balzarini-Leonhart's U.S. Bancorp Investments, Inc. Experience August 1998 - November 2001
Job English Teacher at Minnesota Transitions Charter High School
Industry Education Management
Experience
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

Joni Steenhoek Joni Steenhoek Ames, Iowa Details
Joni Steenhoek's U.S. Bancorp Investments, Inc. Experience March 2007 - Present
Job Registered Client Associate at U.S. Bancorp Investments, Inc.
Industry Investment Management
Experience
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

Adam Bormann Adam Bormann Truckee, California Details
Adam Bormann's U.S. Bancorp Investments, Inc. Experience March 2011 - April 2014
Job Financial Advisor at HJN Advisors, LLP
Industry Financial Services
Experience
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

Kristen Depoi Kristen Depoi Loveland, Ohio Details
Kristen Depoi's U.S. Bancorp Investments, Inc. Experience February 2009 - December 2012
Job Human Resources Generalist, PHR Certified
Industry Human Resources
Experience
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

Joni Meilahn Joni Meilahn Greater Minneapolis-St. Paul Area Details
Joni Meilahn's U.S. Bancorp Investments, Inc. Experience October 2010 - Present
Job Sr. Product Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Jackie Karamzadeh Jackie Karamzadeh Silver Spring, Maryland Details
Jackie Karamzadeh's U.S. Bancorp Investments, Inc. Experience November 2011 - August 2012
Job Investment Operations Manager/Supervision Principal
Industry Financial Services
Experience
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

James Clay James Clay Clarksville, Tennessee Details
James Clay's U.S. Bancorp Investments, Inc. Experience August 2012 - December 2013
Job Financial Advisor, CUSO Financial Services, L.P. at Fort Campbell Federal Credit Union
Industry Financial Services
Experience
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

John Swenson John Swenson Plymouth, Massachusetts Details
John Swenson's U.S. Bancorp Investments, Inc. Experience February 2003 - February 2005
Job RVP with Incapital
Industry Investment Management
Experience
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

Nate Yuronich Nate Yuronich Greater San Diego Area Details
Nate Yuronich's U.S. Bancorp Investments, Inc. Experience March 2011 - December 2011
Job Sales Specialist at TD Ameritrade Institutional
Industry Financial Services
Experience
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

Jason Strandberg Jason Strandberg Burlington, Iowa Details
Jason Strandberg's U.S. Bancorp Investments, Inc. Experience January 2005 - February 2013
Job Financial Advisor
Industry Investment Management
Experience
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

Jonathan Diehl Jonathan Diehl Chesterfield, Missouri Details
Jonathan Diehl's U.S. Bancorp Investments, Inc. Experience June 2006 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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)

William Callahan, CFP® William Callahan, CFP® Greater Omaha Area Details
William Callahan, CFP®'s U.S. Bancorp Investments, Inc. Experience June 2007 - February 2010
Job President at Callahan Financial Planning Company
Industry Financial Services
Experience
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

Brian Venn Brian Venn Encino, California Details
Brian Venn's U.S. Bancorp Investments, Inc. Experience April 2015 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Craig Coen, MBA, ChFC® Craig Coen, MBA, ChFC® Kansas City, Missouri Area Details
Craig Coen, MBA, ChFC®'s U.S. Bancorp Investments, Inc. Experience October 2001 - December 2010
Job Financial Planner at Murdock Banner Financial Group
Industry Financial Services
Experience
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

Jon Springer Jon Springer Omaha, Nebraska Details
Jon Springer's U.S. Bancorp Investments, Inc. Experience 2011 - Present
Job Financial Advisor with US Bancorp Investments Inc.
Industry Investment Management
Experience
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

Christine Loberg Christine Loberg Greater Minneapolis-St. Paul Area Details
Christine Loberg's U.S. Bancorp Investments, Inc. Experience September 2010 - October 2014
Job Regional Sales Manager at Bremer Investments
Industry Financial Services
Experience
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

Stacy Kehren Idema Stacy Kehren Idema Greater Minneapolis-St. Paul Area Details
Stacy Kehren Idema's U.S. Bancorp Investments, Inc. Experience May 2004 - September 2008
Job Photographer at Edibles Exposed
Industry Information Technology and Services
Experience
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

Steve Gambino, MBA Steve Gambino, MBA Chesterfield, Missouri Details
Steve Gambino, MBA's U.S. Bancorp Investments, Inc. Experience April 2010 - Present
Job Registered Client Associate at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Peter Medin, CFP® Peter Medin, CFP® Greater Minneapolis-St. Paul Area Details
Peter Medin, CFP®'s U.S. Bancorp Investments, Inc. Experience 2008 - Present
Job
Industry Financial Services
Experience
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

Jeannie Sears Jeannie Sears Greater Seattle Area Details
Jeannie Sears's U.S. Bancorp Investments, Inc. Experience January 2002 - December 2009
Job Experienced Sr. Regional Vice President
Industry Financial Services
Experience
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

Tania (Licata) Rients Tania (Licata) Rients Greater Chicago Area Details
Tania (Licata) Rients's U.S. Bancorp Investments, Inc. Experience September 2014 - Present
Job Region Administration Manager
Industry Financial Services
Experience
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

James B. (Jim) Dillon James B. (Jim) Dillon Greater Seattle Area Details
James B. (Jim) Dillon's U.S. Bancorp Investments, Inc. Experience October 2012 - Present
Job Compliance Analyst, AVP at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Mitch Herd Mitch Herd Austin, Texas Details
Mitch Herd's U.S. Bancorp Investments, Inc. Experience January 2010 - January 2011
Job Broker at Charles Schwab
Industry Financial Services
Experience
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

Barry Wong, CFP®, CWS® Barry Wong, CFP®, CWS® San Francisco Bay Area Details
Barry Wong, CFP®, CWS®'s U.S. Bancorp Investments, Inc. Experience January 2001 - Present
Job Experienced Certified Financial Planning Professional
Industry Financial Services
Experience
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

Brad Stark, CFP® Brad Stark, CFP® Spokane, Washington Area Details
Brad Stark, CFP®'s U.S. Bancorp Investments, Inc. Experience May 2012 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Jacqulyn Bishop Jacqulyn Bishop Greater Nashville Area Details
Jacqulyn Bishop's U.S. Bancorp Investments, Inc. Experience August 2006 - Present
Job Supervision Principal at U.S. Bancorp Investments Inc. U.S. Bancorp Insurance LLC
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc.   August 2006 - Present

Skills
Series 7, Investments

Education
University of Louisville   1989 — 1992
BA, Finance

Brad Masek, CFP® Brad Masek, CFP® Overland Park, Kansas Details
Brad Masek, CFP®'s U.S. Bancorp Investments, Inc. Experience January 2011 - February 2015
Job Financial Services Representative & Investment Advisory Representative at MetLife Premier Client Group of the Midwest
Industry Financial Services
Experience
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

Jason Peace Jason Peace Greater Minneapolis-St. Paul Area Details
Jason Peace's U.S. Bancorp Investments, Inc. Experience December 1994 - June 1998
Job Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Chad Hockley Chad Hockley Fremont, Ohio Details
Chad Hockley's U.S. Bancorp Investments, Inc. Experience March 2014 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Lisa Britt Lisa Britt Louisville, Kentucky Details
Lisa Britt's U.S. Bancorp Investments, Inc. Experience August 2012 - Present
Job Certified Wealth Strategist® / Senior Financial Advisor / Vice President at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Oksana Chumak Oksana Chumak Greater Philadelphia Area Details
Oksana Chumak's U.S. Bancorp Investments, Inc. Experience June 2006 - June 2010
Job business services
Industry Financial Services
Experience
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

Joel North, CFP® Joel North, CFP® Des Moines, Iowa Area Details
Joel North, CFP®'s U.S. Bancorp Investments, Inc. Experience November 2007 - February 2010
Job Financial Advisor at Principal Financial Group
Industry Investment Management
Experience
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

Jason D. Zajac Jason D. Zajac Greater Chicago Area Details
Jason D. Zajac's U.S. Bancorp Investments, Inc. Experience 2007 - 2010
Job Prudential Advisors
Industry Financial Services
Experience
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

Sean S. Muth, CFP® Sean S. Muth, CFP® San Diego, California Details
Sean S. Muth, CFP®'s U.S. Bancorp Investments, Inc. Experience November 2011 - March 2013
Job Private Client Advisor at J.P. Morgan Bank, N.A.
Industry Banking
Experience
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

Shannon Daniels Shannon Daniels Cape Girardeau, Missouri Details
Shannon Daniels's U.S. Bancorp Investments, Inc. Experience November 2011 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Byron Richardson Byron Richardson Greater St. Louis Area Details
Byron Richardson's U.S. Bancorp Investments, Inc. Experience 1992 - Present
Job Vice President at U.S. Bancorp Investments. Inc.
Industry Investment Management
Experience
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

GREGG S. SHERMAN, CFP® GREGG S. SHERMAN, CFP® Rancho Cucamonga, California Details
GREGG S. SHERMAN, CFP®'s U.S. Bancorp Investments, Inc. Experience July 2013 - Present
Job Financial Advisor at U.S. BANCORP INVESTMENTS, INC.
Industry Financial Services
Experience
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

Jack Klukas Jack Klukas San Francisco, California Details
Jack Klukas's U.S. Bancorp Investments, Inc. Experience 2013 - May 2015
Job Business Development at Affirm, Inc.
Industry Financial Services
Experience
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

Sanyu Banks Sanyu Banks Greater Los Angeles Area Details
Sanyu Banks's U.S. Bancorp Investments, Inc. Experience June 2010 - Present
Job Private Banker US Bank
Industry Banking
Experience
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

Daniel Crozier Daniel Crozier Greater New York City Area Details
Daniel Crozier's U.S. Bancorp Investments, Inc. Experience May 2011 - Present
Job Vice President, Director of Capital Markets Operations at US Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Catherine Schram Catherine Schram Saint Paul, Minnesota Details
Catherine Schram's U.S. Bancorp Investments, Inc. Experience December 2011 - Present
Job Administrative Assistant at U.S. Bancorp Investments, Inc.
Industry Banking
Experience
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

Isaac Liberman Isaac Liberman Chicago, Illinois Details
Isaac Liberman's U.S. Bancorp Investments, Inc. Experience 2011 - May 2015
Job Financial Advisor at IHT Wealth Management
Industry Financial Services
Experience
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

Teressa Sund Teressa Sund Greater Minneapolis-St. Paul Area Details
Teressa Sund's U.S. Bancorp Investments, Inc. Experience July 2003 - Present
Job Vice President at U.S. Bank
Industry Financial Services
Experience
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

Dan O'Very Dan O'Very Saint Louis, Missouri Details
Dan O'Very's U.S. Bancorp Investments, Inc. Experience December 2010 - August 2013
Job Compliance Associate at Benjamin F. Edwards & Co.
Industry Financial Services
Experience
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

Mary Kariuki Ries Mary Kariuki Ries Greater Minneapolis-St. Paul Area Details
Mary Kariuki Ries's U.S. Bancorp Investments, Inc. Experience April 2014 - Present
Job Product Manager at U.S. Bancorp Investments, Inc
Industry Investment Banking
Experience
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

Brian Walther Brian Walther Greater Seattle Area Details
Brian Walther's U.S. Bancorp Investments, Inc. Experience May 2002 - August 2005
Job Lead Business Systems Projects at Liberty Mutual Insurance
Industry Insurance
Experience
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

Cathy Urbach Cathy Urbach Greater Denver Area Details
Cathy Urbach's U.S. Bancorp Investments, Inc. Experience 1998 - 2001
Job Branch Examiner / Compliance at LPL Financial
Industry Financial Services
Experience
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

Brett Kasak Brett Kasak Burnsville, Minnesota Details
Brett Kasak's U.S. Bancorp Investments, Inc. Experience June 1993 - Present
Job Vice President/ Region Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Jeremy Gates, CFP® Jeremy Gates, CFP® Cincinnati Area Details
Jeremy Gates, CFP®'s U.S. Bancorp Investments, Inc. Experience May 2004 - September 2012
Job Investment Executive at Fifth Third Securites
Industry Banking
Experience
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

Ricia Lansing Ricia Lansing Greater Minneapolis-St. Paul Area Details
Ricia Lansing's U.S. Bancorp Investments, Inc. Experience October 2003 - September 2004
Job Experienced Investment Professional
Industry Investment Management
Experience
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

Hal VonWyl Hal VonWyl Kansas City, Missouri Area Details
Hal VonWyl's U.S. Bancorp Investments, Inc. Experience 2012 - Present
Job Vice PresidentFinanial Advisor at U.S. Bancorp Investments, Inc.
Industry Investment Management
Experience
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

Robert Boeck Robert Boeck Greater Minneapolis-St. Paul Area Details
Robert Boeck's U.S. Bancorp Investments, Inc. Experience June 1994 - June 2004
Job Senior Managing Director at Nicollet Investment Management
Industry Financial Services
Experience
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

Jerry Kokal Jerry Kokal Chicago, Illinois Details
Jerry Kokal's U.S. Bancorp Investments, Inc. Experience July 2009 - Present
Job Managing Director at US Bancorp Investments
Industry Investment Banking
Experience
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

Sergio Ceja Sergio Ceja Little Rock, Arkansas Area Details
Sergio Ceja's U.S. Bancorp Investments, Inc. Experience September 2013 - Present
Job Financial Advisor at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Evonne Hirtz Evonne Hirtz Greater Milwaukee Area Details
Evonne Hirtz's U.S. Bancorp Investments, Inc. Experience January 1994 - July 1997
Job VP of Insurance Direct Marketing at U.S. Bancorp Investments Inc. & U.S. Bancorp Insurance Services, LLC
Industry Insurance
Experience
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

Michele Sandberg Miley Michele Sandberg Miley Greater Minneapolis-St. Paul Area Details
Michele Sandberg Miley's U.S. Bancorp Investments, Inc. Experience April 2007 - October 2009
Job
Industry Financial Services
Experience
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

Jared Voth Jared Voth Dallas/Fort Worth Area Details
Jared Voth's U.S. Bancorp Investments, Inc. Experience July 2008 - April 2009
Job Bookkeeper/Consultant at j.c.v. Bookkeeping
Industry Accounting
Experience
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

Rick Jacobsmeyer, CFP Rick Jacobsmeyer, CFP Greater St. Louis Area Details
Rick Jacobsmeyer, CFP's U.S. Bancorp Investments, Inc. Experience April 1995 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
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

Jeremiah Kath Jeremiah Kath Madison, Wisconsin Area Details
Jeremiah Kath's U.S. Bancorp Investments, Inc. Experience November 2013 - Present
Job Financial Advisor at US Bancorp Investments, Inc
Industry Financial Services
Experience
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.)

Laszlo Fodor Laszlo Fodor Greater Minneapolis-St. Paul Area Details
Laszlo Fodor's U.S. Bancorp Investments, Inc. Experience December 2011 - Present
Job Vice President, Senior Financial Advisor at US Bancorp Investments, Inc
Industry Financial Services
Experience
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

Lawrence Bethea Lawrence Bethea Charlotte, North Carolina Details
Lawrence Bethea's U.S. Bancorp Investments, Inc. Experience May 2012 - Present
Job AntiMoney Laundering (AML) Compliance Officer at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Allan Alcayde Allan Alcayde San Francisco Bay Area Details
Allan Alcayde's U.S. Bancorp Investments, Inc. Experience October 2002 - July 2009
Job Owner, Alcayde Legacy Wealth Management
Industry Financial Services
Experience
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

Patricia Scheer Patricia Scheer Green Bay, Wisconsin Area Details
Patricia Scheer's U.S. Bancorp Investments, Inc. Experience August 2010 - Present
Job Registered Client Associate at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Kristi Palmer Kristi Palmer Duluth, Minnesota Details
Kristi Palmer's U.S. Bancorp Investments, Inc. Experience February 2013 - Present
Job Financial Services Management
Industry Financial Services
Experience
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

Peter Daley Peter Daley Batavia, Illinois Details
Peter Daley's U.S. Bancorp Investments, Inc. Experience December 2010 - October 2014
Job Private Client Advisor at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
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

Jan Mark Stouber Jan Mark Stouber Portland, Oregon Area Details
Jan Mark Stouber's U.S. Bancorp Investments, Inc. Experience June 2010 - November 2013
Job Financial Advisor
Industry Financial Services
Experience
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)

Akash Budhani Akash Budhani New York, New York Details
Akash Budhani's U.S. Bancorp Investments, Inc. Experience August 2014 - June 2015
Job Technology Investment Banking Professional
Industry Financial Services
Experience
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

Cory Prestrud Cory Prestrud Minneapolis, Minnesota Details
Cory Prestrud's U.S. Bancorp Investments, Inc. Experience September 2007 - Present
Job Field Administration Project Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
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

Eric Hesse Eric Hesse Greater Chicago Area Details
Eric Hesse's U.S. Bancorp Investments, Inc. Experience March 2012 - Present
Job
Industry Financial Services
Experience
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

Dawn Burden Dawn Burden New Baden, Illinois Details
Dawn Burden's U.S. Bancorp Investments, Inc. Experience December 1997 - Present
Job Vice President / Supervision Manager at U.S. Bancorp Investments, Inc
Industry Investment Banking
Experience
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