Wade Financial Group
Description
Address: 5500 Wayzata Blvd, Golden Valley, MN 55416 Phone: (800) 797-9577Place name: : : Hours: : : : : Category: Website: Website: http://www.wadefinancialgroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Wade Financial Group, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
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Wade Financial Group Employees
Employee
Years
Job
Industry
Annika Hanson Annika Hanson's Wade Financial Group Experience June 2004 - March 2005
Job Vice President, Project Management
Industry Public Relations and Communications
Experience
Weber Shandwick June 2006 - Present
Colle+McVoy March 2005 - May 2006
Wade Financial Group June 2004 - March 2005
Skills
Microsoft Word, Email Marketing, Project Planning, Outlook, Social Media, Microsoft Excel, PowerPoint, Budget Monitoring, Interactive Marketing, Marketing, Advertising, SEO, Strategic Communications, Account Management, Digital Marketing, Project Management, Web Analytics, Market Research, Direct Marketing, Marketing Communications, Public Relations, Social Media Marketing, Integrated Marketing, Digital Strategy
Education
Minneapolis College of Art and Design 2003 — 2004
Visualization Studies
Gustavus Adolphus College 1998 — 2002
Bachelor of Arts, Communication Studies
Weber Shandwick June 2006 - Present
Colle+McVoy March 2005 - May 2006
Wade Financial Group June 2004 - March 2005
Skills
Microsoft Word, Email Marketing, Project Planning, Outlook, Social Media, Microsoft Excel, PowerPoint, Budget Monitoring, Interactive Marketing, Marketing, Advertising, SEO, Strategic Communications, Account Management, Digital Marketing, Project Management, Web Analytics, Market Research, Direct Marketing, Marketing Communications, Public Relations, Social Media Marketing, Integrated Marketing, Digital Strategy
Education
Minneapolis College of Art and Design 2003 — 2004
Visualization Studies
Gustavus Adolphus College 1998 — 2002
Bachelor of Arts, Communication Studies
Krysia Lynes Krysia Lynes's Wade Financial Group Experience 2000 - 2003
Job Getting it done. Correctly.
Industry Management Consulting
Experience
Blue Cross and Blue Shield of North Carolina June 2015 - Present
Adherex Technologies September 2010 - Present
OE Enterprises, Inc April 2014 - December 2014
BCBSNC March 2011 - April 2014
Moncure Plywood February 2009 - November 2009
Kidde Residential & Commercial 2006 - 2007
Pneu-Hyd Industries 2003 - 2006
Wade Financial Group 2000 - 2003
PriceWaterhouse Coopers January 1999 - January 2000
Case Canada January 1997 - January 1998
Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Supply Chain Management, Manufacturing, Financial Analysis, Inventory Management, Supply Chain, Auditing, ERP, Forecasting, MRP, Process Improvement, Microsoft Excel, Kanban, Business Process..., Leadership, Management, Strategic Planning
Education
Villanova University 2008 — 2009
Master Black Belt in Lean Six Sigma
Villanova University 2008 — 2008
Canadian Institute of Chartered
CA
McMaster University 1991 — 1998
MBA
McMaster University 1991 — 1996
McMaster University 1991 — 1993
MBA
University of Toronto 1987 — 1991
BASc
University of Toronto 1987 — 1991
BASc
Hillfield 1975 — 1987
OSSHGD
Shad Valley
Blue Cross and Blue Shield of North Carolina June 2015 - Present
Adherex Technologies September 2010 - Present
OE Enterprises, Inc April 2014 - December 2014
BCBSNC March 2011 - April 2014
Moncure Plywood February 2009 - November 2009
Kidde Residential & Commercial 2006 - 2007
Pneu-Hyd Industries 2003 - 2006
Wade Financial Group 2000 - 2003
PriceWaterhouse Coopers January 1999 - January 2000
Case Canada January 1997 - January 1998
Skills
Six Sigma, Lean Manufacturing, Continuous Improvement, Supply Chain Management, Manufacturing, Financial Analysis, Inventory Management, Supply Chain, Auditing, ERP, Forecasting, MRP, Process Improvement, Microsoft Excel, Kanban, Business Process..., Leadership, Management, Strategic Planning
Education
Villanova University 2008 — 2009
Master Black Belt in Lean Six Sigma
Villanova University 2008 — 2008
Canadian Institute of Chartered
CA
McMaster University 1991 — 1998
MBA
McMaster University 1991 — 1996
McMaster University 1991 — 1993
MBA
University of Toronto 1987 — 1991
BASc
University of Toronto 1987 — 1991
BASc
Hillfield 1975 — 1987
OSSHGD
Shad Valley
Heidi Owata Heidi Owata's Wade Financial Group Experience January 2005 - Present
Job Director of Client Relations, Compliance Officer
Industry Financial Services
Experience
Wade Financial Group January 2005 - Present
Wells Fargo Investments January 1999 - September 2001
RBC Wealth Management June 1992 - January 1999
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Asset Managment, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Maintaining Strong..., Finance, Equities, Financial Planning, Strategic Financial...
Education
Minnesota State University, Mankato 2010 — 2011
Certified Financial Planner
Liberty University 1989 — 1991
Woodcrest Baptist Academy
Wade Financial Group January 2005 - Present
Wells Fargo Investments January 1999 - September 2001
RBC Wealth Management June 1992 - January 1999
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Asset Managment, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Maintaining Strong..., Finance, Equities, Financial Planning, Strategic Financial...
Education
Minnesota State University, Mankato 2010 — 2011
Certified Financial Planner
Liberty University 1989 — 1991
Woodcrest Baptist Academy
Jerry Wade Jerry Wade's Wade Financial Group Experience January 1994 - Present
Job Founder, CEO, Wade Financial Group
Industry Investment Management
Experience
Wade Financial Group January 1994 - Present
Twin Cities Film Festival 2013 - January 2015
Indy Luxury Rentals January 2014 - December 2014
MN News Network 2004 - 2006
American Express January 1993 - December 1994
Ameriprise Financial Services, Inc. October 1984 - December 1994
Skills
Value Investing, Financial Planning, Portfolio Management, Executive Management, Investments, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Small Business, Investment Advisory, Financial Advisory, Asset Managment, Estate Planning, Fixed Annuities, Financial Planners, Mutual Funds, Financial Services, 401k, Retirement, Finance, Strategy, Investment Management, High Net Worth..., Asset Allocation, Investment Strategies, Equities, Long-term Care, Series 63
Education
Ball State University 1977 — 1981
Bachelor of Science, Communications
SOHN - School of Hard Knocks 1972 — 2014
Doctor of Philosophy (Ph.D.), Life, Pending!
Chrysler High School 1974 — 1977
Grew Up, The Usual!
Wade Financial Group January 1994 - Present
Twin Cities Film Festival 2013 - January 2015
Indy Luxury Rentals January 2014 - December 2014
MN News Network 2004 - 2006
American Express January 1993 - December 1994
Ameriprise Financial Services, Inc. October 1984 - December 1994
Skills
Value Investing, Financial Planning, Portfolio Management, Executive Management, Investments, Asset Management, Wealth Management, Retirement Planning, Strategic Financial..., Small Business, Investment Advisory, Financial Advisory, Asset Managment, Estate Planning, Fixed Annuities, Financial Planners, Mutual Funds, Financial Services, 401k, Retirement, Finance, Strategy, Investment Management, High Net Worth..., Asset Allocation, Investment Strategies, Equities, Long-term Care, Series 63
Education
Ball State University 1977 — 1981
Bachelor of Science, Communications
SOHN - School of Hard Knocks 1972 — 2014
Doctor of Philosophy (Ph.D.), Life, Pending!
Chrysler High School 1974 — 1977
Grew Up, The Usual!
Terri Wade Terri Wade's Wade Financial Group Experience February 1998 - September 2008
Job Loan Administration Manager: Consumer Lending & Finance
Industry Financial Services
Experience
Wells Fargo Home Mortgage March 2009 - Present
Wade Financial Group February 1998 - September 2008
City of Los Angeles January 1985 - June 1997
Los Angeles Department of Water and Power June 1990 - January 1995
Skills
Forecasting, Leadership, Strategic Planning, Operations Management, Training, Human Resources, Banking, Process Improvement, Public Speaking, Credit, Budgets, Team Building, Management, Risk Management, Marketing, Analysis, Customer Service, Program Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1995
MBA, Business Management
California State University-Long Beach 1981 — 1986
Wells Fargo Home Mortgage March 2009 - Present
Wade Financial Group February 1998 - September 2008
City of Los Angeles January 1985 - June 1997
Los Angeles Department of Water and Power June 1990 - January 1995
Skills
Forecasting, Leadership, Strategic Planning, Operations Management, Training, Human Resources, Banking, Process Improvement, Public Speaking, Credit, Budgets, Team Building, Management, Risk Management, Marketing, Analysis, Customer Service, Program Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1993 — 1995
MBA, Business Management
California State University-Long Beach 1981 — 1986
Rachel Wright's Wade Financial Group Experience February 2013 - November 2013
Job Senior Digital Analyst at Best Buy
Industry Retail
Experience
Best Buy December 2014 - Present
Team Demystified for Best Buy November 2013 - December 2014
Wade Financial Group February 2013 - November 2013
University of Minnesota July 2009 - February 2012
University of Minnesota October 2006 - July 2009
New Jersey Symphony Orchestra August 2005 - September 2006
Korean Cultural Service New York, Korean Consulate General New York March 2003 - August 2005
Greater Media Newspapers May 2002 - April 2003
Skills
Social Media Marketing, Google Analytics, SEM, Social Media, Marketing Strategy, SEO, Marketing Communications, Facebook, Google Adwords, Marketing Management, Analytics, Advertising, Web Analytics, Integrated Marketing, Strategic Communications, Content Strategy, Email Marketing, Lead Generation, Digital Marketing, Digital Strategy, Direct Mail, Online Marketing, Interactive Marketing, Media Planning, Web Strategy, Brand Development, Editing, Direct Marketing, Brand Management, Media Relations, Marketing, Online Advertising, PPC, Campaign Management, Social Networking, Digital Media, Content Marketing
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, Marketing
The Johns Hopkins University 1998 — 2002
BA, English
Best Buy December 2014 - Present
Team Demystified for Best Buy November 2013 - December 2014
Wade Financial Group February 2013 - November 2013
University of Minnesota July 2009 - February 2012
University of Minnesota October 2006 - July 2009
New Jersey Symphony Orchestra August 2005 - September 2006
Korean Cultural Service New York, Korean Consulate General New York March 2003 - August 2005
Greater Media Newspapers May 2002 - April 2003
Skills
Social Media Marketing, Google Analytics, SEM, Social Media, Marketing Strategy, SEO, Marketing Communications, Facebook, Google Adwords, Marketing Management, Analytics, Advertising, Web Analytics, Integrated Marketing, Strategic Communications, Content Strategy, Email Marketing, Lead Generation, Digital Marketing, Digital Strategy, Direct Mail, Online Marketing, Interactive Marketing, Media Planning, Web Strategy, Brand Development, Editing, Direct Marketing, Brand Management, Media Relations, Marketing, Online Advertising, PPC, Campaign Management, Social Networking, Digital Media, Content Marketing
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA, Marketing
The Johns Hopkins University 1998 — 2002
BA, English
Alan Williams, CFP®, CPA/PFS's Wade Financial Group Experience September 2003 - January 2007
Job Wealth Manager at Accredited Investors, Inc.
Industry Financial Services
Experience
Accredited Investors, Inc. August 2009 - Present
Boulay Heutmaker Zibell & Co., PLLP January 2007 - April 2009
Wade Financial Group September 2003 - January 2007
Boulay Heutmaker Zibell & Co., PLLP January 2002 - September 2003
Berkowitz Dick Pollack & Brant 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Estate Planning, Tax, Portfolio Management, Retirement, Investments, Asset Management, Mutual Funds, Financial Advisory, Financial Planners, Cash Flow
Education
Iowa State University - College of Business 1990 — 1995
BS, Accounting, Finanance
Accredited Investors, Inc. August 2009 - Present
Boulay Heutmaker Zibell & Co., PLLP January 2007 - April 2009
Wade Financial Group September 2003 - January 2007
Boulay Heutmaker Zibell & Co., PLLP January 2002 - September 2003
Berkowitz Dick Pollack & Brant 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Estate Planning, Tax, Portfolio Management, Retirement, Investments, Asset Management, Mutual Funds, Financial Advisory, Financial Planners, Cash Flow
Education
Iowa State University - College of Business 1990 — 1995
BS, Accounting, Finanance
Neal Gosman Neal Gosman's Wade Financial Group Experience January 1999 - Present
Job Director at Voqal
Industry Legal Services
Experience
Mobile Citizen 2010 - Present
TSA January 2004 - Present
Wade Financial Group January 1999 - Present
Voqal Twin Cities 1998 - Present
Voqal 1998 - Present
epis.net May 1997 - Present
J Street 2009 - 2010
Brit Tzedek v'Shalom 2004 - 2009
The Riverview Times 1994 - 1996
Cable Access -- St Paul September 1985 - April 1993
Skills
Research, Community Outreach, Program Management, Non-profits, Editing, Event Planning, Teaching, Social Media, Homeland Security, Fundraising, Grant Writing, Government, Portfolio Management, Public Policy, Budgets, Mediation, Strategic Planning, Policy Analysis, Public Speaking, Nonprofits, Program Development, Leadership, Politics, Policy
Education
Minnesota Paralegal Institute 1996 — 1997
Certificate, Paralegal Studies
YIVO Institute for Jewish Research 1993 — 1993
n/a, Yiddish Language and Culture
University of Pennsylvania 1964 — 1969
BA, Anthropology
MacMurray College 1966 — 1967
n/a, Sociology and Anthropology
Mobile Citizen 2010 - Present
TSA January 2004 - Present
Wade Financial Group January 1999 - Present
Voqal Twin Cities 1998 - Present
Voqal 1998 - Present
epis.net May 1997 - Present
J Street 2009 - 2010
Brit Tzedek v'Shalom 2004 - 2009
The Riverview Times 1994 - 1996
Cable Access -- St Paul September 1985 - April 1993
Skills
Research, Community Outreach, Program Management, Non-profits, Editing, Event Planning, Teaching, Social Media, Homeland Security, Fundraising, Grant Writing, Government, Portfolio Management, Public Policy, Budgets, Mediation, Strategic Planning, Policy Analysis, Public Speaking, Nonprofits, Program Development, Leadership, Politics, Policy
Education
Minnesota Paralegal Institute 1996 — 1997
Certificate, Paralegal Studies
YIVO Institute for Jewish Research 1993 — 1993
n/a, Yiddish Language and Culture
University of Pennsylvania 1964 — 1969
BA, Anthropology
MacMurray College 1966 — 1967
n/a, Sociology and Anthropology
Kay Strand Kay Strand's Wade Financial Group Experience March 2004 - May 2012
Job Bookkeeper and Admin at Summit Wealth Advocates, LLC
Industry Financial Services
Experience
Summit Wealth Advocates, LLC September 2012 - Present
Wade Financial Group March 2004 - May 2012
Gabberts January 1990 - May 1994
Education
South Dakota State University 1985 — 1989
B.A. & B.S., Journalistm and Interior Design
Summit Wealth Advocates, LLC September 2012 - Present
Wade Financial Group March 2004 - May 2012
Gabberts January 1990 - May 1994
Education
South Dakota State University 1985 — 1989
B.A. & B.S., Journalistm and Interior Design
W Thomas Brunberg, CPA (inactive)'s Wade Financial Group Experience April 2012 - Present
Job Execuutive Vice President at Wade Financial Group
Industry Financial Services
Experience
Wade Financial Group April 2012 - Present
Hutchinson Technology, Inc. 1975 - February 2011
Brunberg Blatt & Company, Inc. March 1993 - October 2005
Education
St. Cloud State University 1964 — 1966
Bachelor's degree, Accounting and Finance
Wade Financial Group April 2012 - Present
Hutchinson Technology, Inc. 1975 - February 2011
Brunberg Blatt & Company, Inc. March 1993 - October 2005
Education
St. Cloud State University 1964 — 1966
Bachelor's degree, Accounting and Finance
Bob Smrekar, CFP, AIF's Wade Financial Group Experience October 2006 - Present
Job Financial Advisor at Wade Financial Group
Industry Financial Services
Experience
Wade Financial Group October 2006 - Present
Stevens, Foster Financial Advisors 2001 - 2006
Wings Financial Federal Credit Union March 2000 - October 2001
Analysts International Corporation (AIC) 1985 - 1996
Skills
Investments, Retirement, Retirement Planning, Strategic Financial..., Financial Planning, Financial Advisory, Portfolio Management, Employee Benefits, Tax
Education
Augsburg College 1981 — 1985
Wade Financial Group October 2006 - Present
Stevens, Foster Financial Advisors 2001 - 2006
Wings Financial Federal Credit Union March 2000 - October 2001
Analysts International Corporation (AIC) 1985 - 1996
Skills
Investments, Retirement, Retirement Planning, Strategic Financial..., Financial Planning, Financial Advisory, Portfolio Management, Employee Benefits, Tax
Education
Augsburg College 1981 — 1985
Keri Port's Wade Financial Group Experience August 2013 - Present
Job Internal Accountant at Wade Financial Group
Industry Venture Capital & Private Equity
Experience
Wade Financial Group August 2013 - Present
SightLine Partners September 2010 - August 2013
Visionary Integration Professionals (VIP) March 2009 - March 2010
Visionary Integration Professionals (VIP) March 2006 - February 2009
Skills
Applicant Tracking..., Salesforce.com, Human Resources, Talent Acquisition, Process Improvement, Consulting, Business Analysis, Business Intelligence, Requirements Analysis, Integration, Program Management
Education
University of Iowa 1999 — 2004
Bachelor of Arts (BA), Psychology
Wade Financial Group August 2013 - Present
SightLine Partners September 2010 - August 2013
Visionary Integration Professionals (VIP) March 2009 - March 2010
Visionary Integration Professionals (VIP) March 2006 - February 2009
Skills
Applicant Tracking..., Salesforce.com, Human Resources, Talent Acquisition, Process Improvement, Consulting, Business Analysis, Business Intelligence, Requirements Analysis, Integration, Program Management
Education
University of Iowa 1999 — 2004
Bachelor of Arts (BA), Psychology
Joyce Gavino's Wade Financial Group Experience April 2012 - June 2012
Job Consultant at Salo LLC
Industry Financial Services
Experience
Salo LLC August 2005 - Present
Wade Financial Group April 2012 - June 2012
Merrill Corporation February 2011 - January 2012
Tennant Company June 2010 - November 2010
Valspar September 2009 - November 2009
Ceridian March 2009 - July 2009
Valspar September 2008 - January 2009
Jostens November 2007 - August 2008
Ameriprise Financial Services, Inc. September 2007 - October 2007
Imation March 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Strategic Planning, Pricing, Product Management, Data Analysis, Financial Management, International Business, Capital Budgeting, Process Improvement, Budgets, Managerial Finance, Management, Leadership, Finance, Business Analysis
Education
University of Minnesota - Carlson School of Management 1991 — 1994
BSB, Accounting
Universidad de Sevilla 1993 — 1993
Salo LLC August 2005 - Present
Wade Financial Group April 2012 - June 2012
Merrill Corporation February 2011 - January 2012
Tennant Company June 2010 - November 2010
Valspar September 2009 - November 2009
Ceridian March 2009 - July 2009
Valspar September 2008 - January 2009
Jostens November 2007 - August 2008
Ameriprise Financial Services, Inc. September 2007 - October 2007
Imation March 2007 - August 2007
Skills
Financial Analysis, Financial Modeling, Financial Forecasting, Strategic Planning, Pricing, Product Management, Data Analysis, Financial Management, International Business, Capital Budgeting, Process Improvement, Budgets, Managerial Finance, Management, Leadership, Finance, Business Analysis
Education
University of Minnesota - Carlson School of Management 1991 — 1994
BSB, Accounting
Universidad de Sevilla 1993 — 1993
Sean Callinan's Wade Financial Group Experience 1991 - 1995
Job Senior Vice President
Industry Financial Services
Experience
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Fisher Investments 2002 - Present
Barclays Global Investors 2001 - 2002
BenefitStreet 2000 - 2001
Fremont Group 1995 - 2000
Wade Financial Group 1991 - 1995
American Express 1987 - 1991
Skills
business strategy, Investment Advisory
Education
Nankai University-Tianjin, China 1990 — 1991
Intensive Mandarin Language
University of Minnesota-Twin Cities 1986 — 1990
BA, International Relations/Political Economics
Ryan Berg, CFP, CPA, PFS's Wade Financial Group Experience August 2000 - August 2003
Job Principal, Ranstrom Berg Wealth Management LLC
Industry Financial Services
Experience
Ranstrom Berg Wealth Management LLC August 2003 - Present
Wade Financial Group August 2000 - August 2003
Schauer & Associates, PC May 1997 - August 2000
Skills
Tax, Income Tax, Strategic Financial..., Corporate Tax, Estate Planning, Partnership Taxation, Retirement Planning, Tax Returns, CPA, High Net Worth..., Financial Analysis, Financial Services, Financial Planners, Wealth Management, Financial Planning, Accounting, Finance, Mutual Funds, Strategic Planning, Customer Service
Education
Jamestown College 1993 — 1997
Bachelor of Arts (BA), Accounting and Business/Management
Ranstrom Berg Wealth Management LLC August 2003 - Present
Wade Financial Group August 2000 - August 2003
Schauer & Associates, PC May 1997 - August 2000
Skills
Tax, Income Tax, Strategic Financial..., Corporate Tax, Estate Planning, Partnership Taxation, Retirement Planning, Tax Returns, CPA, High Net Worth..., Financial Analysis, Financial Services, Financial Planners, Wealth Management, Financial Planning, Accounting, Finance, Mutual Funds, Strategic Planning, Customer Service
Education
Jamestown College 1993 — 1997
Bachelor of Arts (BA), Accounting and Business/Management
Joseph Wade's Wade Financial Group Experience 2005 - 2014
Job Owner Wade Asset Protection
Industry Insurance
Experience
Wade Asset Protection April 2012 - Present
Joseph Wade Insurance 2014 - 2014
Wade Financial Group 2005 - 2014
Wade Financial Group February 1993 - April 2012
Wade Financial Group February 1993 - June 2010
MetLife 1985 - 1993
Skills
Insurance, Disability Insurance, Strategic Planning, Business Planning, Investments, Marketing Strategy, Business Strategy, Financial Analysis, Management Consulting, Customer Service, Microsoft Office, New Business Development, Sales, Sales Management, Risk Management, Marketing, Strategy, Leadership, Small Business, Business Development, Strategic Financial..., Financial Planning
Education
Archbishop Ryan High School, Philadelphia, PA 1966 — 1970
Penn State University
Business Administration and Management, General
Pennsylvania State University-Penn State Abington
Business Administration and Management, General
Wade Asset Protection April 2012 - Present
Joseph Wade Insurance 2014 - 2014
Wade Financial Group 2005 - 2014
Wade Financial Group February 1993 - April 2012
Wade Financial Group February 1993 - June 2010
MetLife 1985 - 1993
Skills
Insurance, Disability Insurance, Strategic Planning, Business Planning, Investments, Marketing Strategy, Business Strategy, Financial Analysis, Management Consulting, Customer Service, Microsoft Office, New Business Development, Sales, Sales Management, Risk Management, Marketing, Strategy, Leadership, Small Business, Business Development, Strategic Financial..., Financial Planning
Education
Archbishop Ryan High School, Philadelphia, PA 1966 — 1970
Penn State University
Business Administration and Management, General
Pennsylvania State University-Penn State Abington
Business Administration and Management, General
John Dumonsau's Wade Financial Group Experience June 2009 - December 2009
Job Business Intelligence Administrator at Rubicon Mortgage Advisors
Industry Banking
Experience
Rubicon Mortgage Advisors March 2015 - Present
Rubicon Mortgage Advisors March 2014 - March 2015
Rubicon Mortgage Advisors September 2012 - March 2014
Wade Financial Group June 2009 - December 2009
University of Minnesota April 2008 - September 2009
Skills
Finance, Portfolio Management, Strategic Planning, Management
Education
University of Minnesota-Twin Cities 2006 — 2010
BSB, Finance
Rubicon Mortgage Advisors March 2015 - Present
Rubicon Mortgage Advisors March 2014 - March 2015
Rubicon Mortgage Advisors September 2012 - March 2014
Wade Financial Group June 2009 - December 2009
University of Minnesota April 2008 - September 2009
Skills
Finance, Portfolio Management, Strategic Planning, Management
Education
University of Minnesota-Twin Cities 2006 — 2010
BSB, Finance