Waycrosse, Inc

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Waycrosse, Inc Employees

Employee
Years
Job
Industry
Jamie Hagerty Jamie Hagerty Greater Minneapolis-St. Paul Area Details
Jamie Hagerty's Waycrosse, Inc Experience November 2014 - Present
Job Senior Accountant at The McKnight Foundation
Industry Philanthropy
Experience
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

Taylor Larson Taylor Larson Greater Minneapolis-St. Paul Area Details
Taylor Larson's Waycrosse, Inc Experience May 2008 - September 2008
Job Senior Strategy Consultant, Reve Consulting + Manager, Reve Labs
Industry Management Consulting
Experience
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

Andrew Heiring Andrew Heiring Greater Minneapolis-St. Paul Area Details
Andrew Heiring's Waycrosse, Inc Experience January 2013 - January 2013
Job Student at University of Minnesota Law School
Industry Writing and Editing
Experience
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

Alexander Kubicek Alexander Kubicek Omaha, Nebraska Details
Alexander Kubicek's Waycrosse, Inc Experience May 2014 - August 2014
Job Vice President for Finance at The Creighton Students Union
Industry
Experience
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

Brian Lande, CFA Brian Lande, CFA Greater Minneapolis-St. Paul Area Details
Brian Lande, CFA's Waycrosse, Inc Experience March 2011 - Present
Job Research Analyst at Waycrosse Inc
Industry Financial Services
Experience
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

Peter Daitch Peter Daitch New London/Norwich, Connecticut Area Details
Peter Daitch's Waycrosse, Inc Experience 2002 - Present
Job photographer
Industry Photography
Experience
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

Greg Zick, CFA Greg Zick, CFA Greater Minneapolis-St. Paul Area Details
Greg Zick, CFA's Waycrosse, Inc Experience 2000 - 2003
Job Manager, Investments & Pensions
Industry Investment Management
Experience
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

Kristen Pogatschnik, CPA Kristen Pogatschnik, CPA Greater Minneapolis-St. Paul Area Details
Kristen Pogatschnik, CPA's Waycrosse, Inc Experience May 2015 - Present
Job Tax Accountant at Waycrosse, Inc
Industry Accounting
Experience
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

Russ Felten, CFP® Russ Felten, CFP® Coppell, Texas Details
Russ Felten, CFP®'s Waycrosse, Inc Experience February 1977 - July 1990
Job New Position
Industry Financial Services
Experience
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

Sarah Schaeffer Sarah Schaeffer Minneapolis, Minnesota Details
Sarah Schaeffer's Waycrosse, Inc Experience February 2013 - Present
Job Family Advisor at Waycrosse, Inc
Industry Accounting
Experience
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

Emily Paul Emily Paul Greater Minneapolis-St. Paul Area Details
Emily Paul's Waycrosse, Inc Experience February 2013 - Present
Job Financial Analyst
Industry Financial Services
Experience
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

Paula Stumne Paula Stumne Greater Minneapolis-St. Paul Area Details
Paula Stumne's Waycrosse, Inc Experience August 2008 - November 2012
Job Shareholder at Briggs and Morgan, P.A.
Industry Law Practice
Experience
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

Sara Schaffler Sara Schaffler Osseo, Minnesota Details
Sara Schaffler's Waycrosse, Inc Experience April 2014 - Present
Job Assistant Controller at Waycrosse, Inc
Industry Financial Services
Experience
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