Waycrosse, Inc
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Waycrosse, Inc Employees
Waycrosse, Inc November 2014 - Present
The McKnight Foundation January 2001 - November 2014
Zomax 1997 - 2000
Skills
Spreadsheets, Nonprofits, Auditing, Microsoft Excel, Microsoft Dynamics, PowerPoint, Outlook, Research, Microsoft Office, FRx Report Writer, Microsoft Dynamics..., WASP, Mail Merge, Process Improvement, Data Analysis, CPR, First Aid, AED..., Accounting, Account Reconciliation
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MAFM, Finance and Accounting with CFA emphasis
University of Phoenix 2006 — 2009
BSBM, Business Management
Minneapolis Business College 1996 — 1997
Associate Degree, Accounting
Rêve Consulting June 2011 - Present
Reve Labs June 2013 - Present
World Economic Forum June 2012 - Present
Thrivent Financial August 2009 - June 2011
Engine for Social Innovation July 2010 - February 2011
Thrivent Financial for Lutherans August 2009 - August 2010
Just Water January 2009 - January 2010
Entrepreneurship Club September 2008 - May 2009
Waycrosse Inc May 2008 - September 2008
Skills
Strategy, Strategic Planning, Business Strategy, Service Design, Design Thinking, Innovation, Entrepreneurship, Leadership, Business Development, Research, Management, New Business Development, Analysis, Nonprofits, Consulting, Marketing Strategy, Social Entrepreneurship, Program Management, Project Management, Market Research, Social Enterprise, Data Analysis, Analytics, Executive Management, Team Leadership, Marketing Research, Team Management, Strategic Consulting, Change Management, Qualitative Research, Cross-functional Team..., Competitive Analysis, Financial Modeling, Financial Analysis, Business Analysis, Marketing, Process Improvement, Mergers & Acquisitions
Education
St. Olaf College 2005 — 2009
BA, Economics, Management Studies
Stinson Leonard Street LLP July 2013 - August 2014
Waycrosse, Inc January 2013 - January 2013
Minneapolis Clinic of Neurology June 2012 - August 2012
Waycrosse, Inc June 2010 - August 2010
Skills
Social Media, Event Planning, Academic Writing, Microsoft Word, Microsoft Office, PowerPoint, SketchUp, AutoCAD, Photoshop, InDesign, Writing
Education
University of Minnesota Law School 2014 — 2017
Washington University in St. Louis 2009 — 2013
Bachelor of Arts (B.A.), English Language and Literature/Letters
Wayzata High School
Creighton Students Union January 2015 - Present
Waycrosse, Inc May 2014 - August 2014
Panera Bread November 2011 - August 2014
Shakopee Senior High School June 2010 - August 2012
Skills
Microsoft Word, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Social Media, Teamwork, Leadership, gofileroom.com, Oracle, Outlook
Education
Creighton University 2013 — 2017
Bachelor's degree, Business Intelligence Analytics and Finance, Sophomore
Shakopee Senior High School 2009 — 2013
Waycrosse, Inc March 2011 - Present
US Bank - Wealth Management April 2007 - March 2011
FAF Advisors December 2005 - April 2007
Skills
Analysis, Microsoft Excel, Investments, Strategic Financial..., Corporate Finance, Economics, Credit, Customer Service, Finance
Education
St. Olaf College 2000 — 2004
BA, Economics, Management Studies
HJ Promise Foundation 2007 - Present
Waycrosse Inc 2002 - Present
Peter Daitch Photography 1985 - Present
500 Gross ton Marine License 1992 - 2010
Skills
Downhill skateboarding!, Photography, Yachting, Sailing, Marketing, Non-profit..., Boating
Education
University of Bridgeport 1981 — 1985
BFA, Photography
Xcel Energy September 2011 - Present
ELCA Board of Pensions November 2004 - September 2011
Cargill 2003 - 2004
Waycrosse, Inc 2000 - 2003
Education
The University of North Dakota 1991 — 1995
BBA, Banking and Financial Economics
Waycrosse, Inc May 2015 - Present
Baker Tilly Virchow Krause, LLP August 2013 - May 2015
Baker Tilly Virchow Krause, LLP January 2012 - August 2013
University of Minnesota Department of Recreational Sports December 2010 - December 2011
University of Minnesota Department of Recreational Sports April 2010 - December 2011
University of Minnesota Department of Recreational Sports September 2009 - December 2011
Skills
Financial Analysis, Accounting, Financial Reporting, Auditing, Financial Accounting, Management, Human Resources, Training, PowerPoint, Tax Preparation, Payroll
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Taxation
University of Minnesota - Carlson School of Management 2008 — 2011
Bachelor of Science, Accounting and Finance
James Cook University
Texas Retirement Specialists September 2014 - Present
Puritan Financial Group April 2014 - August 2014
Rapier Solutions, Inc. August 2012 - August 2013
Morgan Stanley Smith Barney January 2011 - March 2012
Felten and Kenworthy July 1990 - January 2004
Waycrosse, Inc February 1977 - July 1990
Skills
Wealth Management, Investment Advisory, Retirement Planning, Insurance, Investment Strategies, Asset Allocation, 401k Rollovers, Certified Financial..., Saving for Education, State Insurance Licenses, Series 65, Long-term Care, Strategic Financial..., Estate Planning, Investments, Uniform Combined State..., Public Speaking, Finance, Corporate Finance, Financial Planning
Education
Valparaiso University 1967 — 1972
B.S. in Bus. Admin., Finance
John Carroll University
Waycrosse, Inc February 2013 - Present
Moquist Thorvilson Kaufmann LLC January 2009 - February 2013
Moquist Thorvilson Kaufmann & Pieper LLC December 2003 - December 2008
Skills
Tax planning and..., Tax planning and..., Tax, Tax Law, Accounting, Financial Planners, Tax Returns, Trusts, Income Tax, Partnership Taxation, Corporate Tax, Tax Preparation, CPA, Financial Reporting, Tax Research, QuickBooks, Financial Accounting, High Net Worth..., Tax Accounting, GAAP, Financial Planning
Education
University of St. Thomas 2001 — 2003
Master of Business Administration (MBA), Accounting
St. Olaf College 1997 — 2001
Bachelor's degree, Biology with a Finance minor
Waycrosse, Inc February 2013 - Present
Cargill September 2008 - February 2013
ShopNBC March 2007 - September 2008
ShopNBC March 2006 - May 2007
ShopNBC November 2004 - March 2006
Wells Fargo May 2001 - November 2004
Skills
Accounts Payable, Financial Analysis, Financial Reporting, Budgeting, Merchandising, Process Control, Management, Budgets, Strategy, Leadership, Microsoft Excel, Customer Service, Access, Finance, PowerPoint, Forecasting, Inventory Management, Event Planning, Process Improvement, Strategic Planning, Team Leadership
Education
Bethel University 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Briggs and Morgan, P.A. October 2014 - Present
Wells Fargo November 2012 - October 2014
Waycrosse, Inc August 2008 - November 2012
Wells Fargo July 1993 - August 2008
Skills
Wealth Management, Retirement Planning, High Net Worth..., Wealth Management..., Trust Services, Estate Planning, Series 7, Asset Allocation, Investment Advisory, Strategic Financial..., Trusts, Private Equity, Financial Advisory, Securities, Mutual Funds, Retirement, Equities, Investments, Asset Management, Investment Management, Financial Services, Financial Planners, Investment Strategies, Wealth, Alternative Investments, Portfolio Management, Series 63, Private Banking, IRAs, Uniform Combined State...
Education
William Mitchell College of Law 1995 — 1999
Juris Doctor, LLM (Taxation), Tax
University of Minnesota - Carlson School of Management 1988 — 1992
BSB Accounting, Accounting
Waycrosse, Inc April 2014 - Present
Waycrosse, Inc August 2010 - April 2014
Arthur Anderson November 1999 - June 2002
Skills
Tax, Income Tax, Accounting, Financial Analysis
Education
St. Cloud State University 1994 — 1998
Bachelor of Science (B.S.), Accounting