Washington Square Securities
Address: 111 S Washington Ave # 6, Minneapolis, MN 55401 Phone: (612) 372-5507: Category: : Place name: : : Website: : : Hours: Category: Insurance agency 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. Add website 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 Washington Square Securities Posting publicly on the Web Write a review Reviews Be the first to review
Washington Square Securities List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Washington Square Securities. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Washington Square Securities Employees
AdvisorNet Financial March 2000 - Present
AdvisorNet Financial 2000 - 2012
Washington Square Securities December 1997 - March 2000
Voyageur Mutual Funds January 1993 - June 1997
Piper Jaffray 1980 - 1984
Skills
Fixed Annuities, Strategic Financial..., Investments, Insurance, Wealth Management, Series 63, Retirement Planning, Securities, Series 7, Long-term Care, Retirement, Finance
Education
Anoka Ramsey Community College
The Benefit Company July 2014 - Present
The Benefit Company, Inc. January 2009 - July 2014
Valley National Bank 2005 - 2008
Metlife Small Business Center 2001 - 2004
Unum 1999 - 2001
Washington Square Securities 1997 - 1999
Lincoln Benefit Life 1996 - 1997
Skills
Disability Insurance, Insurance, Health Insurance, Employee Benefits, Business Analysis, Health Savings Accounts, Life Insurance, COBRA, Term Life Insurance, Account Management, Customer Service, Brokers, Medicare, Underwriting, Workers Compensation, Long-term Care, Professional Liability, Commercial Insurance, Claim, Claims Management, General Insurance
Education
University of Phoenix 2002 — 2005
Bachelor of Science, Business Management
Arizona State University
Schlager Schlager & Levin July 2006 - Present
Prime Capital Services 1999 - 2006
Washington Square Securities 1996 - 1999
Skills
Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Life Insurance, Life Insurance Policy..., Succession Planning, 401k Rollovers, Income Protection
Education
The American College
Wells Fargo Securities October 2006 - Present
Piper Jaffray December 2003 - September 2006
Washington Square Securities April 2000 - December 2003
USBancorp Investments 1994 - 2000
Skills
Securities, Fixed Income, Series 7, Series 63, FINRA, Bonds, Capital Markets, Series 24, Series 53, Series 4, Series 12, Series 65
Education
Bob Jones University
Fourth Baptist
Globe Business College
Voya Financial April 2015 - Present
BI WORLDWIDE September 2014 - April 2015
Thomson Reuters September 2013 - September 2014
Green Tree Servicing October 2012 - September 2013
Wells Fargo Bank N.A. September 2007 - October 2012
Wells Fargo Corporate Trust April 2005 - August 2007
Wells Fargo Institutional Trust March 2000 - March 2005
Norwest Investment Services, Inc. June 1997 - March 2000
Norwest Investment Services, Inc. June 1997 - March 2000
Washington Square Securities December 1996 - June 1997
Skills
Cross-functional Team..., Management, Program Management, Sales Management, Analysis, Business Development, Sales, Marketing, Product Development, Banking, Training, Marketing Strategy, Google Analytics
Education
University of St. Thomas 2005 — 2009
MBA, Marketing
Luther College 1990 — 1994
Bachelor of Arts, Business Management
Osseo Sr High
Associated Bank March 2014 - Present
Fintegra Financial Solutions December 2002 - March 2014
Washington Square Securities May 2001 - December 2002
Education
University of Minnesota Duluth 1994 — 1998
The Athena Financial Group RochesterRochester Hills Michigan May 2004 - Present
AXA Advisors May 2000 - May 2004
Washington Square Securities April 1998 - January 2000
New York University January 1996 - January 1999
Meyer and Mayer January 1996 - January 1998
Penn Mutual January 1992 - January 1996
Skills
Financial Planning, Investments, Retirement Planning, Strategic Financial..., Retirement Plan..., Estate Planning, Personal Finance, Women Owned Business, Retirement Income..., Finance, Public Speaking, Personal Financial..., Investment Strategies, Retirement, Financial Advisory, Long-term Care, Nonprofits, Securities, Non-profits, Small Business, Insurance, Asset Management, Financial Services, Fundraising, High Net Worth..., Women's Leadership, Cash Management, Fixed Income, Inheritance Tax Planning, Alternative Investments, Wealth Management
Education
State University of New York at Stony Brook 1989 — 1991
BA, Anthropology
Oakland University 1983 — 1986
Anthropology
Romeo High School 1983 — 1983
Diploma
RBC Wealth Management February 2005 - Present
RBC Dain Rauscher February 2005 - March 2010
ING / Employee Benefits 2002 - February 2005
ING 2002 - 2005
Washington Square Securities January 2000 - March 2002
Education
University of Wisconsin-Madison 2006 — 2007
St. Cloud State University 1995 — 1999
Manchester Capital Management August 2012 - Present
Wealth Enhancement Group February 2006 - August 2012
Business & Estate Advisers October 2005 - February 2006
Capital Professional Advisors November 2002 - October 2005
LarsonAllen Financial (n.k.a. CliftonLarsonAllen) April 2001 - November 2002
Washington Square Securities March 2000 - April 2001
American Express Financial Advisors (n.k.a. Ameriprise Financial) October 1997 - October 1999
Mad Adventures 1997 - 1997
Education
University of Dayton 1993 — 1997
Bachelor of Arts (B.A.), English Major; Communication Minor
McGladrey Wealth Management LLC December 2004 - Present
Washington Square Securities January 1974 - February 2004
Education
Southwest Minnesota State University
Bachelor of Science (B.S.)
Southwest Minnesota State University - Marshall, MN