Wealth Enhancement Group
Address: 261 Madison Ave Suite 9039, New York, NY 10016 Phone: (917) 587-9069: Website: Place name: Category: : : : Hours: : : Website: https://www.wealthenhancement.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.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 Wealth Enhancement Group Posting publicly on the Web Write a review Reviews Be the first to review
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Wealth Enhancement Group Employees
Thrivent Financial for Lutherans 2010 - Present
Thrivent Financial for Lutherans 2008 - 2010
Thrivent Financial for Lutherans 2003 - 2007
The Creative Group 2002 - 2003
Wealth Enhancement Group 2001 - 2002
Skills
Digital Marketing, Project Management, Leadership, Web Marketing Strategy, Cross Channel Marketing, Marketing Communications, Online Marketing, Marketing Strategy, Voice of the Customer, Non-profit Board..., Coaching Youth Sports, Market Planning, Marketing, Sales, Sports Coaching, Strategic Planning, Management
Education
University of Minnesota-Twin Cities 1989 — 1991
Bachelor's degree, Marketing, Advertising, and Speech Communication
Bethel University 1987 — 1989
Business, Management, Marketing, and Related Support Services
Wealth Enhancement Group January 2015 - Present
Self-Employed March 2010 - January 2015
Roepke Public Relations June 2008 - May 2009
Target June 2007 - June 2008
Target April 1999 - June 2007
Skills
Social Media Marketing, Direct Mail, Brand Development, Advertising, Direct Marketing, Integrated Marketing, Marketing Communications, Social Media, Email Marketing, Digital Marketing, Brand Management, Account Management, Project Management, Interactive Marketing, Event Planning, Creative Direction, Marketing Strategy, Marketing
Education
Iowa State University
B.S., Growth and Development of Children, Health Studies
Kwangjang Elementary School May 2011 - May 2013
BCM Language Centers April 2011 - December 2011
Janghak Education June 2010 - March 2011
KNC Hyunjae May 2009 - May 2010
Wealth Enhancement Group January 2008 - March 2009
Ameriprise Financial Services, Inc. March 2006 - September 2006
Ferguson Financial April 2005 - January 2006
Morgan Stanley November 2003 - April 2005
Skills
Teaching, Microsoft Office, Customer Service, Microsoft Excel, Curriculum Design, PowerPoint, Curriculum Development, Microsoft Word, Strategic Planning, Series 7, Series 63, Life Insurance, CompTIA A+ Certification, TESOL, ESL, Personal Financial..., Team Leadership, CompTIA Network+...
Education
University of Minnesota-Twin Cities 1999 — 2004
Bachelor's degree, Asian Languages and Literatures
Bemidji State University 1998 — 1999
MassMutual Financial Group January 2013 - Present
The Hartford December 2012 - January 2013
Wealth Enhancement Group August 2011 - December 2012
The Hartford July 2008 - July 2011
Ameriprise Financial 2005 - 2008
Ameriprise Financial Services, Inc. 2003 - 2005
The English School Stockholm 1998 - 2002
Skills
Business Development, Sales, Leadership, 401(k), Retirement Plan..., 403(b)
Education
Dartmouth College 1993 — 1997
Bachelor of Arts
Scottrade March 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - January 2014
Academy College August 2010 - September 2011
M&I Wealth Management October 2007 - June 2010
Metlife Resources Citistreet May 1998 - October 2007
Wealth Enhancement Group August 1993 - September 1996
Alaskan Fur June 1986 - June 1993
The North Face October 1979 - May 1986
Skills
Retirement Planning, Leadership, Strategic Financial..., Investments, CRM, Financial Services, Insurance, Finance, Retirement, Financial Planners, Real Estate, Staff Development, Mutual Funds, Series 7, Wealth Management, Financial Advisory, Series 63, Fixed Annuities, Estate Planning, Recruiting, Asset Management, Asset Allocation, 401k, Portfolio Management, Relationship Management, Securities, Investment Management, Life Insurance, Financial Planning, Investment Advisory, Investment Strategies
Education
College for Financial Planning 2002 — 2003
Graduate
The University of New Mexico
Bachelor of University Studies
RBC Wealth Management September 2015 - Present
Fulcrum Consulting June 2014 - September 2015
Wealth Enhancement Group October 2007 - May 2014
Target March 2004 - May 2007
ING U.S. July 2001 - March 2004
Wizmo Inc. August 2000 - April 2001
Rainier Technology February 1999 - April 2000
KYMN Radio 1997 - 1998
Skills
Citrix, Citrix Metaframe, Virtualization, Windows Server, Active Directory, Xen, Servers, VMware, Data Center, Windows 7, VDI, Server Architecture, DNS, Group Policy, SCCM, Disaster Recovery, Kaseya, Hyper-V, IT Management, Enterprise Architecture, XenApp, XenServer, Windows Server 2008, XenDesktop, Windows Server 2003, Netscaler, Compellent, Application..., Windows Server 2012
Education
Brown College 1990 — 1992
A. A. S., Broadcasting
Wealth Enhancement Group May 2002 - November 2012
Experiencenet.com March 1999 - May 2002
Graco January 1989 - February 1999
Skills
Human Resources, Six Sigma, Leadership, Team Building, Performance Management, Talent Management, Manufacturing, Process Improvement, Recruiting, Coaching, Employee Relations, Management, Strategic Planning, Temporary Placement, Change Management
Education
University of St. Thomas - Opus College of Business 1995 — 1999
MBA
St. Cloud State University 1964 — 1968
BS
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Oregon State University September 2012 - June 2014
Oregon State University September 2012 - June 2014
Ten Rivers Food Web September 2013 - May 2014
Orange Theory Fitness February 2012 - August 2012
Buca di Beppo July 2010 - March 2011
Blandford Nature Center July 2009 - July 2010
Wealth Enhancement Group October 2007 - December 2008
Absolute Marketing Group August 2006 - May 2007
Skills
Research, Ethnography, Marketing, Editing, Public Relations, Social Media Marketing, Event Planning, Social Networking, Social Media, Event Management, PowerPoint, Advertising, Microsoft Excel, Press Releases, Microsoft Office, Customer Service, Microsoft Word, SPSS, Atlas.ti, Qualitative Research
Education
Oregon State University 2012 — 2014
Master of Arts (M.A.), Applied Anthropology
Concordia College 2003 — 2007
B.A., Marketing, French
. January 2015 - Present
Rychley Financial Services January 2014 - January 2015
Prestige Wealth Management April 2011 - January 2014
Thrivent Financial for Lutherans 2007 - 2011
Wealth Enhancement Group 2006 - 2007
Compass Capital Management 2004 - 2006
Stevens, Foster Financial Services 2003 - 2004
RBC Dain Rauscher 2000 - 2003
Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Series 7, 66, Life, Health and Variable Line licensed
Wealth Enhancement Group August 2006 - Present
Swanson Hinsch & Co, CPAs January 2011 - Present
Self-employed January 2001 - Present
Minnesota State University, Mankato January 2010 - May 2011
Weilage Advisory Group April 2001 - July 2006
Skills
Accounting, Insurance, Microsoft Excel, Small Business, Investments, Estate Planning, Strategic Planning, Finance, Microsoft Word, Management, Leadership, Public Speaking, Business Analysis, Asset Management
Education
Minnesota State University, Mankato 1999 — 2001
Bachelor of Science (BS), Accounting and Finance
Normandale Community College 1997 — 1999
Richfield High School 1993 — 1997
GO Music Supervision September 2015 - Present
Chaperone Records September 2014 - September 2015
Wealth Enhancement Group December 2013 - September 2015
KAXE - Northern Community Radio June 2012 - December 2013
St. Olaf College October 2008 - May 2012
KSTO St. Olaf College Radio October 2008 - May 2012
St. Olaf College October 2008 - May 2012
Undertone Music, Inc. January 2012 - February 2012
Minnesota Fringe Festival August 2011 - August 2011
Education
St. Olaf College 2008 — 2012
Bachelor of Art
University College Dublin 2010 — 2010
Wealth Enhancement Group March 2012 - Present
Wade Financial Group, Inc. May 2006 - December 2011
Park Nicollet Health Services January 2001 - May 2006
Byerly's/ Lunds Food Holding January 1995 - January 2001
Education
Minnesota State University, Mankato 2010 — 2011
Certified Financial Planning Program, Financial Planning
Hamline University 2003 — 2005
Master of Arts, Business Management
Augsburg College 2001 — 2004
Bachelor of Arts, Business Management/ Economics
Hopkins High School
Wealth Enhancement Group December 2003 - Present
Grubb & Ellis June 2008 - December 2008
Securian Financial Group May 2007 - June 2008
Skills
Strategic Planning, Customer Service, Microsoft Excel, Budgets, PowerPoint, Microsoft Office, Microsoft Word, English, Research, Windows, Teaching, Public Speaking, Outlook, Negotiation, Editing
Education
University of St. Thomas 2003 — 2007
Bachelor of Science (B.S.), Majors in Business Communications & Leadership + Management
Metropolitan State College of Denver 2011 — 2011
Certificate in Personal Financial Planning
RBC Capital Markets September 2015 - Present
Carlson Funds Enterprise February 2015 - Present
EY June 2015 - August 2015
The Code Collective, LLC August 2014 - January 2015
Wealth Enhancement Group May 2014 - August 2014
CDW March 2013 - September 2013
San Francisco State University August 2011 - May 2012
Skills
Strategy, Strategic Communications, Public Speaking, DCF Valuation, Financial Analysis, Start-ups, Microsoft Office, Leadership, IT Strategy, Python, PowerPoint, Management, Excel Models, Microsoft Excel, Financial Modeling, Strategic Consulting, Content Strategy, SEO, Mobile Marketing, Finance, Project Accounting, Morningstar Office, Bloomberg Terminal, Fixed Income Analysis, Equity Research, Global Macro, Regression Analysis, Relative Value, Fundamental Analysis, CRM, Event Planning, WordPress, Research, Time Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Finance
Cardinal Newman High School
High School
Wealth Enhancement Group December 2013 - Present
Dougherty Wealth Advisers LLC (fka Somerset Advisers LLC) January 2006 - November 2013
KPMG January 2004 - January 2006
Honeywell May 2003 - August 2003
Ernst & Young May 2002 - August 2002
Deloitte May 2001 - August 2001
Skills
Strategic Financial..., Finance, Financial Analysis, Financial Planning, Tax, Investments, Estate Planning, Retirement Planning, High Net Worth..., Tax Return Preparation, CPA, Tax Preparation, Personal Tax Planning, Series 7, Asset Management, Securities, Financial Services, Series 66, CFP, Public Speaking
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
Masters of Science in Accountancy, Tax Focus
University of Notre Dame 1999 — 2003
Bachelor of Business Administration, Accountancy
Stratose June 2014 - Present
Prospective Healthcare Solutions February 2014 - Present
Chicago Yacht Club Foundation September 2006 - December 2014
Wealth Enhancement Group May 2013 - January 2014
J.P. Morgan March 2009 - May 2013
Bernstein Global Wealth Management July 2006 - December 2008
Viant (now MultiPlan) December 2000 - January 2006
First Health Group Corp 1992 - 2000
Skills
Sales & Marketing..., Claims Management, Strategic Financial..., New Business Development, Strategy, Leadership, Management, Insurance, Finance, Maintaining Strong..., Sales, Risk Management, Health Insurance, Retirement Planning, Financial Services, Sales Management, Medicare/Medicaid..., Managed Care, CRM, Asset Allocation, B2B, Healthcare Reimbursement, Workers Compensation, Capital Markets, Healthcare Analytics, Cost Management, Medical Staff..., Key Account..., Go-to-market Strategy, Interpersonal Skill, Investment Banking, ACOs, Strategic Planning
Education
The George Washington University
BA, Economics
Kellogg Graduate School of Management 2005 — 2005
Executive Education Program, Accelerating Sales Force Performance
Piper Jaffray August 2015 - Present
Wealth Enhancement Group May 2014 - August 2014
Russell Reynolds Associates August 2013 - August 2013
HSBC June 2013 - August 2013
Augsburg College August 2012 - December 2012
Skills
Team Leadership, Critical Thinking, Retail, Research, Analysis, Accounting, Microsoft Excel, Finance, Bloomberg, Financial Analysis, Entrepreneurship, Investments, Equities
Education
Augsburg College 2012 — 2015
Bachelor's Degree, Finance, 3.8 GPA
St. Ignatius College Prep
CompuCom January 2011 - Present
Wealth Enhancement Group January 2010 - January 2011
Dooney & Bourke March 2008 - October 2008
RBC Dain Rauscher June 2005 - July 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, POS, Enterprise Workflow, Oracle IProcurement, SIMS, Etrak, Deal Process System, Clear Vision, Dutch, Exceptional Communicator, Organization &..., Fast Learner, Self-starter, Ariba, SharePoint, Fundraising, Charity, Event Planning, Customer Service
Education
College of St. Catherine 2012 — 2013
Bachelor's degree, Speech Communication and Rhetoric, Senior
University of Minnesota-Twin Cities 2005 — 2010
Art history
Benilde- St, Margaret's 1998 — 2002
Shamrock Asset Management May 2014 - Present
ECV - Erbaio Capital Ventures Inc. August 2013 - Present
TIAA-CREF February 2013 - August 2013
VALIC 2012 - 2013
Fidelity Investments December 2005 - July 2012
Legg Mason 2004 - 2005
Wealth Enhancement Group March 2004 - September 2004
The Ayco Company, L.P. February 1996 - March 2004
ADP 1995 - 1996
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Finance, Mutual Funds, Fixed Annuities, Florida Life, Health..., Investment Planning, Retirement, Asset Allocation, 401k, Strategic Financial..., Securities, Investment Advisory, Financial Planning
Education
University of Miami - School of Business 2009 — 2011
Master of Business Administration (MBA), Finance, General
Siena College 1993 — 1995
Bachelor of Arts (B.A.), History
Lakeland High School
Wealth Enhancement Group January 2011 - Present
Thrivent Financial for Lutherans April 2007 - January 2011
American Express Financial Advisors July 1986 - March 2007
Skills
Retirement Planning, Strategic Financial..., Leadership, Securities, Financial Advisory, Retirement, Estate Planning
Education
Louisiana Tech University 1981 — 1986
Business Administration, Marketing, Management
Wealth Enhancement Group 2015 - Present
Wealth Enhancement Group August 2009 - Present
Jonathan Hind Financial Group December 1998 - October 2008
Skills
Strategic Planning, Series 7, Customer Service, Negotiation, Series 63, Analysis, Public Relations, Series 24, Estate Planning, Customer Relations, Problem Solving
Education
Hamline University
BA
St. Olaf College
BCBGMAXAZRIAGROUP August 2012 - Present
Primp cheap-chic boutique August 2013 - December 2013
BCBGMAXAZRIAGROUP April 2013 - September 2013
Thrifty White Pharmacy July 2011 - January 2013
Golden Tones Tanning April 2010 - August 2012
Wealth Enhancement Group January 2011 - April 2011
Skills
Friendly Personality, Sales, Challenge Driven, Fashion, Visual Styling, Creative Merchandising, Loss Prevention..., Sales Operations, Sales Management, Team Leadership, Creativity, Problem Solving, Making It Happen, Positive Personality, Business Understanding
Education
Century College 2012 — 2015
Associate's degree, Apparel and Textile Marketing Management
The Travel Academy 2012 — 2012
Certificate, Travel and Exploration
Wealth Enhancement Group August 2014 - Present
Rubicon Mortgage Advisors April 2013 - August 2014
Rubicon Mortgage Advisors February 2012 - April 2013
DHI Mortgage July 2010 - September 2011
Home National Bank February 2009 - July 2010
Cutler Commercial 2006 - 2007
Education
Capella University
Bachelor's degree, Business Management & Leadership
Southern Maine Technical College 2000 — 2001
Nutrition
Raymond James Financial Services, Inc. Member FINRA/SIPC 3340 Northdale Blvd #110 Coon Rapids, MN January 2009 - Present
Wealth Enhancement Group March 2004 - January 2009
Taurus Financial, LLC September 2001 - December 2003
American Express Financial Advisors September 2000 - December 2001
Skills
Strategic Financial..., Retirement Planning, Investments, Mutual Funds, Portfolio Management, Finance, Insurance, Estate Planning, Financial Services, Retirement, Financial Advisory, Asset Allocation
Education
University of Saint Thomas 1997 — 2000
BA, Marketing
Bemidji State University 1995 — 1997
Generals, Education/Business
Totino-Grace 1991 — 1995
Klemmer
Klemmer
Starwood Hotels & Resorts Worldwide, Inc. December 2013 - Present
Starwood Hotels & Resorts Worldwide, Inc. October 2011 - November 2013
Wealth Enhancement Group March 2011 - September 2011
Russell Herder October 2010 - March 2011
ParadyszDirect November 2007 - October 2010
Dynamic Success International January 2007 - November 2007
Skills
Advertising, Marketing, Project Management, Account Management, Budgets, Event Planning, Team Management, Team Leadership, Program Management, guest relations, Cultural Awareness, Vendor Relations, Creative Services
Education
University of Minnesota-Twin Cities 2002 — 2006
B.S., Family Social Science
Roncalli High School 1998 — 2002
Robert W. Baird & Co. April 2013 - Present
Wealth Enhancement Group August 2003 - April 2013
Thrivent Financial for Lutherans June 2001 - August 2003
Skills
Wealth Management, Retirement Planning, Financial Services, Mutual Funds, Financial Advisory, Wealth Management..., Series 7, Investments, Securities, FINRA, Strategic Financial..., Estate Planning, Social Security, Asset Management, Insurance, Risk Management, Investment Portfolio, Series 65, 401k, Employee Stock Options, Fiduciary
Education
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts (B.A.), Financial Economics
Cannon Falls High School
Leadership St. Paul (LSP) Class of 2015
Wealth Enhancement Group June 2006 - Present
Education
College for Financial Planning 2010 — 2015
Master of Science (M.S.), Finance
University of Minnesota - Carlson School of Management 2001 — 2005
B.S. in Business, Investment Finance, Tax & Risk Management
Wealth Enhancement Group September 2012 - Present
Ameriprise Financial Services, Inc. March 2011 - September 2012
Edward Jones Mortgage May 2010 - March 2011
Skills
Series 7, Series 63, Series 65, CRPC® Chartered...
Education
Minnesota State University, Mankato 2004 — 2009
Bachelor of Science, Speech Communication
Certes Financial Pros October 2014 - Present
Oggi Professional Services April 2014 - September 2014
Visiting Angels September 2012 - November 2013
Wealth Enhancement Group May 2012 - September 2012
Wilson Learning Corporation March 2000 - July 2011
Skills
Financial Analysis, Internal Controls, Managerial Finance, Forecasting, Sarbanes-Oxley Act, ERP Implementation, Leadership, Team Mentor, Process Improvement, Strategic Planning, Financial Reporting, Innovative Problem..., Account Reconciliation, Collaborative Leadership, Global Financial..., Financial Leadership, Financial Planning, Finance, Bank Relations, Accounting, Financial Management, Corporate Finance, Inventory, SOX, Operations, IT Management, Audit Management, Tax Oversight, Oracle Applications, QuickBooks, Great Plains, Excel, Access, PowerPoint, Microsoft Word, General Ledger, Budgets, Accounts Payable, Accounts Receivable, Sarbanes-Oxley, Cash Flow, Hyperion Enterprise, Accruals
Education
St. Cloud State University
B.S., Accounting
Wealth Enhancement Group 2009 - Present
Marketing Architects 2000 - 2009
Scout.com / North American Membership Group 1998 - 2000
Fingerhut 1995 - 1998
Skills
Direct Marketing, Integrated Marketing, Interactive Marketing, Product Management, Database Marketing, Lead Generation, Social Media, Digital Marketing, Financial Services, Product Development, Sales Management, Series 7, Executive Team, Advertising Agency, Series 24, Branding & Identity, Digital, Series 66
Education
Gustavus Adolphus College 1992 — 1996
BA
Froehling Anderson December 2012 - Present
Wealth Enhancement Group May 2011 - December 2012
Boeckermann Grafstrom & Mayer January 2012 - April 2012
University Advancement May 2011 - December 2011
Graco May 2010 - August 2010
Skills
QuickBooks, ProSystem fx Tax, Asset Keeper, Oracle, Taxations, Estate & Gift Taxation, Personal Income Tax..., Corporate Tax, Small Business Tax, Microsoft Operating..., Compilation Of..., Bookkeeping, Payroll Taxes, nonprofit, Professional..., Accounting
Education
Minnesota State University, Mankato 2009 — 2012
Bachelor of Science, Accounting
University of Minnesota-Twin Cities 2008 — 2009
General Studies
Rogers High School 2006 — 2009
High School Diploma
Wealth Enhancement Group 1996 - Present
ELEW, LLC 1997 - Present
Skills
Strategic Financial..., Financial Services, Finance, Asset Managment, Retirement Planning, Public Speaking, Motivational Speaking, Investments, Insurance, Entrepreneurship, Published Author, Wealth Management, Strategic Planning, Business Development, Business Coaching, Portfolio Management, Financial Analysis, Start-ups, Books, Engaging Speaker, Leadership Trainer, National Speaker, Valuation, Equities, Corporate Finance, Series 7, Series 63, Investment Strategies, Strategy, Investment Advisory
Education
University of Minnesota-Morris
Wealth Enhancement Group October 2014 - Present
PrairieView Partners September 2008 - June 2014
Irwin Schaffer, LLC September 2008 - June 2014
H & R Block 1995 - 2009
Education
Briar Cliff University
Bachelor of Business Administration (B.B.A.)
Wealth Enhancement Group September 2008 - Present
TCF National Bank March 2004 - July 2008
Education
Minnesota State University, Mankato 2011 — 2012
CFP Courses
The University of Iowa 1999 — 2003
Bachelor of Science (BS), Finance, Marketing
Facebook December 2014 - Present
Amazon August 2012 - December 2014
Qwest Communications March 2007 - August 2012
Wealth Enhancement Group August 2006 - March 2007
VISI September 2005 - August 2006
Marketing Bridge May 2005 - September 2005
UnityWorks! Media August 2004 - May 2005
Skills
System Architecture, Apache, RedHat, DNS, FreeBSD, Linux, Programming, MySQL, Perl, Unix, PHP, System Administration, XML, JavaScript, HTML, Python, SQL, Servers, PostgreSQL, Web Development, Databases, Troubleshooting, CSS, C
Education
University of Minnesota-Twin Cities 1993 — 1996
Computer Science
Park High 1989 — 1993
University of MN, College of Liberal
Arts
Advantus Capital Management January 2015 - Present
Securian Financial Group June 2013 - December 2014
Wealth Enhancement Group June 2011 - June 2013
Northwestern Mutual May 2010 - May 2011
Skills
Customer Service, Insurance, Financial Planning, Marketing Strategy, Retirement Planning, Financial Services, Financial Advisory, Securities, Strategic Financial..., Sales, Finance, Team Leadership, Leadership, Microsoft Excel, Series 7, Salesforce.com, Marketing
Education
St. Cloud State University 2007 — 2010
Bachelor of Science in Marketing
University of Minnesota-Duluth 2005 — 2007
Wealth Enhancement Group December 2008 - Present
City of West Des Moines 2003 - Present
Sandager Advisors LLC 2005 - 2008
Skills
Wealth Management, Finance, Securities, Strategic Planning, Financial Services, Financial Advisory, Asset Management, Public Speaking, Retirement Planning, Investments, Leadership, Estate Planning, Project Planning, Budgets, Retirement, New Business Development, Investment Advisory, Management, Strategic Financial..., Portfolio Management, Insurance, Real Estate, Wealth Management..., Grant Writing, Customer Service, Fixed Annuities, Series 7
Education
College for Financial Planning 1993 — 1996
CERTIFIED FINANCIAL PLANNER ™, Financial Planning and Investments
Bowling Green State University 1989 — 1995
Master of Business Administration (MBA), Investments and Financial Planning
University of Minnesota-Twin Cities 1979 — 1981
Ag Business, Business and Economics
Concordia College 1977 — 1979
Liberal Arts, Liberal Arts
AXA Advisors September 2012 - Present
AXA Advisors, LLC January 2011 - September 2012
Northwestern Mutual May 2010 - January 2011
St. Croix Wealth Strategies/NML February 2007 - September 2009
Northwestern Mutual December 2004 - February 2007
Wealth Enhancement Group May 2001 - March 2004
Prior Lake State Bank 2000 - 2001
Education
Maplewood Academy
Union College (NE)
Accounting
Wealth Enhancement Group April 2015 - Present
Wells Fargo Home Mortgage 2012 - April 2015
Wells Fargo Home Mortgage 2010 - 2012
Wealth Enhancement Group 2008 - 2010
Insight Mortgage Consultants 2003 - 2008
Philip Morris International 1998 - 2003
Equity Lending and Town & Country Credit 1995 - 1998
Skills
Management, Leadership, Sales, Customer Service, Training, Forecasting, Coaching, Sales Management, Finance, Negotiation, Team Building, Analysis, Strategic Planning, Account Management, Microsoft Word, Loans, Mortgage Lending, Insurance, Time Management, Customer Satisfaction, Mentoring, Strategic Financial..., Financial Planning
Education
Minnesota State University, Mankato
Bachelor of Science, Business Administration with concentration in Marketing and Finance
Wealth Enhancement Group June 2014 - Present
Dino's Pizzeria August 2013 - June 2014
Five Guys Burgers and Fries April 2011 - July 2013
Skills
Microsoft Excel, Microsoft Office, Outlook, Microsoft Word, Morningstar Direct, PowerPoint, Data Entry, Communication, Strategic Financial..., Teamwork, Retirement Planning, Junxure, Organization, Communication Skills
Education
Minnesota State University, Mankato 2009 — 2014
Bachelor of Science (B.S.), Finance: Investment Analysis. Minor: Business Administration, Mass Media
Matrix Care September 2014 - Present
MDI Achieve September 2013 - Present
MDI Achieve October 2010 - May 2013
Best Buy Corp May 2008 - January 2010
Wealth Enhancement Group June 2002 - October 2008
Skills
Healthcare, Quality Assurance, Customer Service, Team Leadership, Process Improvement, Social Media, Sales, Microsoft Office, Event Planning, CRM, Data Analysis, Retail, Mentoring, Non-profit Volunteer, Digital Photography, Software Implementation...
Education
University of Cape Town 2010 — 2010
Semester Study Abroad, History and International Law
University of Minnesota-Twin Cities 2006 — 2010
B.A, Political Science
Wealth Enhancement Group June 2015 - August 2015
Merrill Lynch June 2014 - December 2014
Meridian Boutique November 2013 - January 2014
Adele's Frozen Custard March 2011 - August 2013
Skills
Sales, Public Speaking, Social Media, Leadership, Microsoft Office, Teamwork, Microsoft Excel, Time Management
Education
University of Denver - Daniels College of Business 2013 — 2017
Bachelor of Science (BS) in Business Administration, Finance
University of Economics, Prague 2015 — 2015
Minnetonka High School 2009 — 2013
Art by Julie Ann Stevens January 2014 - Present
t*da studio June 2010 - December 2013
Towers Watson 2003 - June 2010
Wealth Enhancement Group 2002 - 2003
Stevens Communications 1996 - 2001
Integrated Healthcare Strategies 1992 - 1995
North Star Resource Group 1986 - 1992
United Way of the Saint Paul Area 1982 - 1986
Skills
Writing, Creative Concept..., Marketing Strategy, Online Focus Groups, Team Facilitation, Presentation Coaching, Marketing Communications, Marketing Management, Product Development, Integrated Marketing, Corporate Communications, Leadership, Marketing, Internal Communications, Advertising, Business Development, Strategic Planning, CRM
Education
University of St. Thomas 1991 — 1992
Graduate studies, International Management
St. Cloud State University 1977 — 1982
B.S. Degree, Mass Communications
The Nerdery April 2015 - Present
Comcast Business June 2014 - April 2015
Staples Advantage May 2013 - June 2014
Staples Advantage August 2011 - May 2013
All Web Leads, Inc. May 2010 - August 2011
Web Stores America June 2009 - April 2010
Wealth Enhancement Group June 2007 - February 2009
Skills
Lead Generation, Sales Management, Sales Operations, Team Building, Salesforce.com, Account Management, Customer Service, Business Development, Strategic Planning, Sales, Direct Sales, Marketing Strategy, Forecasting, Team Leadership, Project Management, Analytics, Customer Acquisition, SPIN Sales Training, Salesforce Training, Sales Leadership..., Sales Rep Training, Sandler, Selling, Solution Selling, New Business Development, Leadership, Customer Retention, E-commerce, Sales Process, Hand Modeling, High Fives, Animal Husbandry
Education
The University of Texas at Austin 1999 — 2002
Education, Business Foundations, Marketing
Westwood High School 1995 — 1999
Wealth Enhancement Group June 2015 - Present
Wealth Enhancement Group November 2014 - May 2015
Cafe Renaissance June 2013 - May 2015
Applebee's May 2011 - April 2013
Lakeview Ranch Inc. December 2009 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Time Management, Teamwork, Team Leadership, Social Media, Critical Thinking, Social Networking, Leadership, Communication, Data Entry
Education
St. Cloud State University - Herberger Business School 2011 — 2015
Bachelor of Science (B.S.), Finance
Bethel University 2010 — 2011
Pre-Nursing Studies
Wealth Enhancement Group March 2013 - Present
Wells Fargo April 2014 - December 2014
Wells Fargo May 2011 - March 2013
Wachovia, A Wells Fargo Company 2010 - 2011
Mahn Family Funeral Home December 2008 - September 2010
Champps Americana 2006 - 2010
TomKat Inc 2004 - 2008
Skills
Sales, Customer Service, Time Management, Marketing, Team Building, PowerPoint, Leadership, Loans, Microsoft Office, Social Media, Sales Management, Microsoft Excel, Event Planning, Coaching, Management, Outlook
Education
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Mortuary Science
Wealth Enhancement Group August 2014 - Present
General Service Administration September 2013 - December 2013
Education
The College of St. Scholastica 2010 — 2014
Bachelor of Arts (B.A.), Applied Economics
American University 2013 — 2013
Global Economics and Trade
Tec de Monterrey Campus Aguascalientes July 2015 - Present
TwentyFirst 2014 - 2015
Fiduciaries Risk Retention Group 2012 - 2014
Marquee Fiduciary Advisors 2003 - 2012
Wealth Enhancement Group 2001 - 2003
Marquette Bank 2000 - 2001
PrimeVest Financial Services 1994 - 2000
Holcher and Company, CPAs 1986 - 1994
McMahon, Hartmann, Amundson and Company, CPAs 1983 - 1986
Skills
Leadership, Management, Strategic Planning, Sales, Marketing, Business Strategy, Public Speaking, Team Building, Investments, New Business Development, Customer Service, Entrepreneurship, Mergers & Acquisitions, Start-ups, Business Development, Insurance, Risk Management, Microsoft Office
Education
William Mitchell College of Law 1978 — 1981
Doctor of Law (J.D.), Trusts and Estates
St. John's University 1974 — 1978
Bachelor of Science (BS), Accounting and Business/Management
Schwan's Consumer Brands February 2014 - Present
Schwan's Consumer Brands February 2013 - February 2014
Best Buy May 2007 - February 2013
Samsung Electronics May 2005 - May 2007
Musicland December 2003 - April 2005
Creative Channel Services May 2002 - December 2003
Wealth Enhancement Group August 2001 - May 2002
Galyan's Trading Co. January 1997 - March 2001
Skills
Forecasting, Demand Planning, Vendor Management, Retail, Merchandising, Inventory Management, Sales, Sales Management, Customer Service, Budgets, Strategic Planning, Training, End of Life, Supply Chain, Contract Negotiation, Field Marketing, Purchasing, Management, Product Marketing, Supply Chain Management, Leadership, Logistics, Pricing, Project Planning, ERP, Income Statement, Store Management, Inventory Control, Team Building, Sales Operations, Microsoft Excel, P&L Management, Supply Chain Operations, Business Strategy, Demand Forecasting, Cross-functional Team..., Multi-channel Retail, Team Leadership, Analysis, Customer Satisfaction, CPFR, Access, Operations Management, Product Development, Competitive Analysis, Sourcing, Process Improvement, Customer Experience, Profit, Time Management
Education
University of Saint Thomas
B.A., Marketing Mangagement
Texas Christian University
Wayzata High School
Wealth Enhancement Group October 2014 - Present
U.S. Fish and Wildlife Service July 2011 - October 2014
Rochon Corporation 2009 - 2013
Anchor Bank March 2011 - July 2011
Skills
Marketing, Social Media, Microsoft Office, Marketing Research, Sales, Blogging, Marketing Communications, Social Networking, Brand Awareness, Social Media Marketing, Integrated Marketing, Economics, Corporate Branding, Financial Reporting, Budget Process
Education
College of St. Catherine 2009 — 2013
Wayzata High School
Wealth Enhancement Group May 2015 - Present
Wells Fargo July 2014 - May 2015
Wells Fargo April 2013 - June 2014
Des Moines Register 2013 - April 2013
Club Industry June 2012 - August 2012
Des Moines Radio Group May 2011 - August 2011
HomeSafe January 2011 - May 2011
State Farm Insurance October 2009 - April 2010
AmericInn Lodge and Suites January 2008 - January 2010
Skills
News Writing, Journalism, Creative Writing, Storytelling, Blogging, Editorial, Magazines, Marketing, Radio Promotions, InDesign, Research, Social Networking, Social Media, Press Releases, Public Relations, Editing
Education
University of Iowa 2010 — 2012
Bachelor of Arts (B.A.), Communication Studies and Mass Communication/Journalism
University of San Diego 2009 — 2010
Communications; Media Arts and Culture
Concordia University 2008 — 2009
Mass Communications
Bondurant-Farrar High School 2004 — 2008
High School Diploma
Wealth Enhancement Group June 2015 - Present
Liberty Mutual Insurance April 2012 - June 2015
Farmers Insurance August 2010 - April 2012
Farmers Insurance Group January 2007 - May 2010
Farmers Insurance October 2006 - May 2010
Edgewood College May 2007 - May 2008
Skills
Commercial Insurance, Insurance, Customer Service, Property & Casualty..., Workers Compensation, Sales, Marketing, Account Management, Time Management, Call Centers, Customer Retention, Employee Benefits, Recruiting, Training, Management
Education
Robert Morris University - Illinois 2014 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Edgewood College 2006 — 2010
Bachelors of Science, Business, Economics
Wealth Enhancement Group March 2015 - Present
Wealth Enhancement Group October 2013 - Present
Skills
Research, Editorial, Publishing, Writing, Content Marketing, Content Strategy, Content Management, Web Content, WordPress, Branding & Identity, Blogging, Corporate Blogging, Copywriting, AP Style
Education
Columbia University in the City of New York 2007 — 2009
Master of Arts (M.A.), Western European Studies
Duke University 2002 — 2006
Bachelor of Arts (B.A.), European History
London School of Economics and Political Science 2003 — 2003
Microeconomics
Fort Worth Country Day School
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Ameriprise Financial Services, Inc. May 2011 - June 2012
Wealth Enhancement Group February 2009 - May 2011
PTC October 2007 - December 2008
Special Olympics Minnesota August 2006 - December 2006
Skills
Public Relations, Internal Communications, Marketing Communications, Social Media, Event Planning, Social Media Marketing, Marketing, Event Management, Marketing Strategy, Media Relations, Strategic Communications, Advertising, Newsletters, Public Speaking, Integrated Marketing, Microsoft Office, Strategic Planning, Corporate Communications, PowerPoint, Facebook
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts, Communication Studies and Public Relations
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Communication Studies
Hemingway Wealth Management, LLC May 2012 - Present
Boulay December 2007 - May 2012
RBC Wealth Management July 2007 - November 2008
Wealth Enhancement Group 2001 - 2007
Skills
CRM, Financial Services, Finance, Relationship Management, Business Process, Financial Advisory, Fixed Annuities, Microsoft Excel, Life Insurance, Wealth, Research, Financial Analysis
Education
University of Minnesota-Twin Cities 1986 — 1988
Bachelor's degree, Business Administration and Management, General
Winona State University 1982 — 1985
Logistics Planning Services March 2015 - Present
RLH Studio February 2015 - Present
Vannelli's By The Lake October 2013 - Present
Deluxe Corporation May 2014 - August 2014
National Kidney Foundation May 2013 - October 2013
Wealth Enhancement Group June 2011 - October 2013
Skills
Marketing, Customer Service, Leadership, Time Management, Web Design, PowerPoint, Strategic Planning, Marketing Strategy, Social Media, Microsoft Excel, Organization Skills, Microsoft Word, Sales, Website Building, Microsoft Office, Microsoft Exchange, Public Speaking, B2B Marketing, B2C Marketing
Education
University of St. Thomas 2011 — 2014
Bachelor of Arts (B.A.), Marketing Management
Saint Paul College-A Community and Technical College 2009 — 2011
Minnesota Transfer Curriculum
Farmers Insurance December 2013 - Present
Country Financial February 2013 - November 2013
Wealth Enhancement Group April 2000 - November 2012
Skills
Finance, Licensed Life & Health..., Retirement Planning, Life Insurance, Portfolio Management, Licensed Property &..., Series 7, Notary Public, Chambers of Commerce, Business Networking, PTO, Church Events, Insurance, 401k, Mutual Funds, Series 65
Education
College of St. Benedict 1992 — 1996
Bachelor of Science (BS), Management
Cummins Inc. July 2014 - Present
Wealth Enhancement Group February 2014 - June 2014
Augsburg College August 2010 - December 2013
Cummins Inc. May 2013 - August 2013
Skills
Data Entry, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Public Speaking, Access, Leadership, Critical Thinking, Research, Time Management, Teamwork, Data Analysis, Team Leadership, Mathematics, Mathematica, Problem Solving, Java
Education
Augsburg College 2010 — 2013
Bachelor of Science (B.S.), Mathematics, Junior
Newman Long Term Care February 2012 - Present
Wealth Enhancement Group February 1998 - September 2011
Skills
Certified Financial..., Long Term Care Insurance, Licensed to Sell..., CLU, Insurance, Long-term Care, Retirement Planning, Securities, Retirement, Fixed Annuities, Financial Planning, Investments, Life Insurance, Estate Planning, FINRA, Team Leadership, Disability Insurance
Education
Concordia College 1986 — 1990
Bachelor of Arts (B.A.), Economics, Cum Laude
Anoka Senior High School 1984 — 1986
Honor Graduate
The San Diego Padres February 2014 - Present
San Diego Padres April 2013 - February 2014
Paradysz May 2012 - April 2013
Wealth Enhancement Group December 2009 - May 2012
St. Cloud State University January 2009 - May 2009
Skills
Excel, Outlook, PowerPoint, Word, Microsoft Office, Statistics, Analysis, Data Analysis, SAS, SPSS, Analytics, Mathematics, Microsoft Excel, Leadership, Market Research, Forecasting, Microsoft Word
Education
St. Cloud State University 2005 — 2009
Bachelor of Science (B.S.), Statistics, Economics
Wealth Enhancement Group March 1995 - Present
Skills
Securities, Financial Services, Financial Advisory, Retirement Planning, Series 7, Insurance, FINRA, Series 63, Wealth
Education
Gustavus Adolphus College 1974 — 1978
Bachelor of Science (BS), Economics and Business
FFP Wealth Management May 2012 - Present
Wealth Enhancement Group January 2011 - June 2011
Skills
Investments, Wealth Management, Investment Advisory, Investment Analysis, Microsoft Excel, Mutual Funds, Finance, Portfolio Management, Strategic Financial..., Asset Management, Financial Analysis, Financial Advisory, Financial Services, Customer Service, Insurance, Financial Planning, Leadership
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science Degree, Business; Finance; Investment Analysis
3M May 2014 - Present
Polaris Industries December 2013 - May 2014
Travel Leaders Corporate, LLC July 2012 - November 2013
Wealth Enhancement Group June 2011 - July 2012
Minnesota Wild November 2008 - June 2011
The Wilderness at Fortune Bay May 2004 - November 2008
Bemidji State University September 2003 - December 2005
Skills
Facebook, Google Analytics, Dreamweaver, Constant Contact, Omniture, Microsoft Office, Vertical Response, ExactTarget, Social Media, Marketing, Direct Marketing, Email Marketing, SEM, SEO, Web Analytics
Education
Online Marketing Institute 2009 — 2009
Certification, Essentials of Online Marketing
Bemidji State University 2001 — 2005
B.A, Sport Management
AppNexus January 2013 - September 2015
Avitus Group September 2012 - January 2013
University of Phoenix August 2010 - June 2012
nConnect NW May 2010 - August 2010
ResCare/WorkSource October 2009 - March 2010
Wealth Enhancement Group July 2007 - October 2008
Affiance Financial February 2006 - July 2007
Skills
Microsoft Excel, PowerPoint, Customer Service, Program Development, Public Speaking, Microsoft Word, Microsoft Office, Non-profits, Research, Event Planning, Outlook, Budget, Marketing, Community Outreach, Social Media, Public Relations, Volunteer Management, Team Building, Strategic Planning, Fundraising, Mac OS X, Higher Education, Human Resources, Analytics, Sales, Budgets, Nonprofits, Organizational..., Recruiting, Leadership Development, Staff Development, Social Networking, Program Management, Teaching, Leadership, Training, Office Management, OS X, Management, Data Entry, Coaching
Education
Minnesota State University, Mankato 2001 — 2005
B.S., Psychology
Villanova University 2009 — 2009
Masters Certificate, Human Resources Management/Personnel Administration, General
University of Phoenix
Master of Business Administration (M.B.A.)
Gradient Investments, LLC September 2009 - Present
Wealth Enhancement Group January 2007 - September 2009
Skills
Chartered Financial..., Attribution, Asset Managment, Marketing, Asset Allocation, Asset Management, Financial Analysis, Alternative Investments, Investments, Mutual Funds, Series 7, Wealth Management, Equities, Investment Strategies, Investment Advisory, Securities, Portfolio Management, Finance, Retirement Planning, Financial Planning, Financial Services, Financial Advisory, Risk Management
Education
The University of North Dakota
Finance
Star February 2013 - Present
Wealth Enhancement Group August 2011 - February 2013
Minnesota Wild July 2009 - August 2011
Chisago Lakes Golf Course 2005 - 2011
Marketing Werks May 2008 - January 2009
Minnesota Section: PGA May 2005 - September 2005
Tanners Brook Golf Course 2001 - 2005
Skills
Project Management, Event Planning, Event Management, Marketing, Marketing Strategy, Customer Service, Social Networking, Leadership, Account Management, Relationship Management, Time Management, Advertising, Lead Generation, Marketing Communications, Sports Marketing, Budgets, New Business Development, Management, Trade Shows, Brand Development, Strategy, Marketing Management, CRM, Retail, Email Marketing
Education
University of Minnesota-Twin Cities 2005 — 2007
Bachelor of Arts, Communication
Consortium International University 2006 — 2006
Business Communications
Winona State University 2003 — 2005
Associate of Arts (AA), Public Relations, History
Wealth Enhancement Group September 2012 - Present
AEI Capital Corporation September 2007 - August 2012
Allianz Life August 2005 - September 2007
Allianz Life January 1997 - August 2005
Allianz Life January 1991 - December 1997
Education
College of St. Catherine
Masters, Organizational Leadership - Coursework
The University of North Dakota
Bachelor of Applied Science (B.A.Sc.), Criminology / Business Communications
Wealth Enhancement Group September 2013 - Present
Dell November 2011 - September 2013
Gillette Children's Specialty Healthcare March 2008 - June 2012
Hennepin County Medical Center 2010 - 2010
PDL BioPharma, Inc. March 2003 - November 2007
Sapphire Technology January 2001 - March 2003
EMA Services, Inc. January 2000 - January 2001
Wisconsin Department of Health & Family Services 1999 - 2000
Hutchinson Technology 1996 - 1999
Skills
Troubleshooting, SDLC, Software Documentation, Visio, Active Directory, FDA, Process Improvement, SharePoint, SAP, System Administration, Integration, Security, VMware, Healthcare, Windows, Access, ITIL, Change Management, Business Analysis, Quality Assurance, Team Building, Requirements Analysis, Microsoft Technologies, Customer Service, Microsoft Office, XP, Data Center, SQL, Program Management, Analysis, Mentoring, Operating Systems, Documentation, SQL Server, Problem Solving, Database Administration, Linux, Administration, HTML, PHP, Cisco, Excel, Budgeting, Planning, JavaScript, Process Engineering, MySQL, Customer Relations, Databases
Education
University of Minnesota-Twin Cities 2000 — 2003
Chippewa Valley Technical College 1998 — 1999
Associates Applied Science, Computer Information Systems
Wealth Enhancement Group April 2012 - Present
Vestian Group May 2010 - April 2012
Vestian Group May 2009 - May 2010
Wanger Investment Management August 2007 - April 2009
Quantitative Risk Management (QRM) April 2003 - July 2007
JP Morgan Fleming Asset Management May 2002 - April 2003
Skills
Investments, Portfolio Management, Asset Management, Alternative Investments, Securities, Hedge Funds, Equities, Financial Services, Fixed Income, Private Equity
Education
Northwestern University
B.S
The University of Chicago Booth School of Business
Target June 2012 - March 2015
Target November 2007 - August 2012
Jarvis Design April 2007 - September 2007
Wealth Enhancement Group April 2003 - December 2006
Skills
Typography, Adobe Creative Suite, Photoshop, Layout, InDesign, Illustrator, Art Direction, Graphic Design, Logo Design, Advertising, Packaging, Direct Mail, Graphics, Art, Brand Development, Creative Direction
Education
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Arts
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
RIA Registrar April 2015 - Present
USAdvisors Wealth Management, LLC December 2012 - February 2015
Wealth Enhancement Group August 2011 - December 2012
North Star August 2001 - July 2011
Skills
Financial Analysis, Banking, Customer Service, Risk Management, Project Management, Change Management, Microsoft Excel, Microsoft Office, Accounting, Financial Services, Training, Business Development, Wealth Management, Securities, Financial Advisory, Mutual Funds, Series 7, Retirement Planning
Education
American Institute of Banking
Hibbing Community College-A Technical and Community College
Rochester Community College
University of MN
Winona State University
Thrivent Financial for Lutherans June 2011 - Present
Thrivent Financial April 2008 - May 2011
Wealth Enhancement Group October 2005 - December 2007
Wealth Enhancement Group March 2004 - September 2005
Theis & Dougherty Financial Services, Inc. April 1997 - February 2004
LifeUSA October 1996 - March 1997
E.W. Blanch January 1994 - September 1996
Skills
Insurance, Investments, Financial Services, Financial Analysis, Series 7, Risk Management, Retirement, Retirement Planning, Mutual Funds, Leadership, FINRA, Wealth Management, Process Improvement, Strategic Financial..., Finance, Management
Education
St. Cloud State University 1989 — 1993
BS, Finance
Wealth Enhancement Group January 2013 - Present
Ameriprise Financial March 2011 - January 2013
Ameriprise Financial July 2009 - March 2011
Weatherly Consulting April 2007 - April 2009
Allianz Life- Questar Capital 2004 - 2007
Allianz Life 1995 - 2007
Allianz - USAllianz Securities/Questar Capital 2002 - 2004
Dain Bosworth 1992 - 1995
Education
University of Minnesota-Twin Cities 1988 — 1995
BA, Political Science
Roseville High School
Subjunctive llc September 2014 - Present
Ann Schleck & Co. August 2013 - March 2014
Wealth Enhancement Group August 2010 - April 2013
Yamamoto February 2006 - August 2010
Piper Jaffray 2000 - 2006
Piper Jaffray 1998 - 2000
Augsburg Fortress, Publishers 1992 - 1997
Skills
Marketing Strategy, Strategy, Management, Interactive Marketing, Marketing Communications, Marketing, Advertising, Project Management, Integrated Marketing, Social Media Marketing, Brand Development, Cross-functional Team..., Public Relations, Creative Direction, Leadership, Account Management
Education
St. Olaf College
BA, Journalism; Speech/Theater
Marketplace Home Mortgage May 2009 - Present
Haldeman-Homme, Inc. September 2008 - May 2009
Wealth Enhancement Group April 2007 - September 2008
Marketplace Home Mortgage May 2001 - May 2007
Skills
Refinance, Mortgage Lending, FHA, Jumbo Mortgage, HARP Loans, Lake Homes, USDA, VA loans, Loans, Loan Origination, FHA financing, Sales Management, Mortgage Banking, Sales, Selling, Investment Properties, Loan Analysis, Credit Analysis, First Time Home Buyers, Referrals, Mortgage Underwriting, Finance, Negotiations, Self-starter, Microsoft Office, Contracts, Organization, Marketing, code compliance, Analyze detailed..., Qualifying Prospects, Qualifying Opportunities, Credit, Reverse Mortgages, Certified Mortgage..., Financial Services, Non-Conforming, Lake, FHA Financing, Code Enforcement
Education
St. Cloud State University G.R. Herberger College of Business 1999 — 2002
Bachelor Of Science, Real Estate, Finance and Investments
University Of Minnesota 1997 — 1999
Generals, Healthcare Administration
Park Center Sr. High 1994 — 1997
Diploma
North View Jr High
Wealth Enhancement Group September 2012 - Present
Kroll Ontrack February 2009 - August 2012
Kroll Ontrack October 2006 - February 2009
BHZ 2003 - 2006
Clear Channel Communications 2001 - 2003
Skills
Cross-functional Team..., Business Analysis, Analysis, Mergers & Acquisitions, Access, General Ledger, Cognos, Managerial Finance, Business Process..., Project Management, Microsoft Excel, Account Reconciliation, Accounts Payable, Strategic Planning
Education
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science (BS), Marketing and Accounting
Federated Insurance Company January 2015 - Present
Home Town Credit Union March 2014 - Present
Federated Insurance October 2013 - Present
Federated Insurance February 2006 - November 2013
Wealth Enhancement Group November 2000 - February 2006
Boulay, Heutmaker, Zibell January 1998 - November 2000
Boulay, Heutmaker, Zibell & Co. P.L.L.P. 1998 - 2000
Skills
Financial Reporting, Financial Analysis, Financial Accounting, Internal Controls, CPA, Insurance, General Ledger, Accounts Payable, Account Reconciliation, Statutory Accounting, PeopleSoft, Accounting, GAAP
Education
Minnesota State University, Mankato 1994 — 1998
BS, Accounting
Traynor Family February 1985 - Present
New Hope Counseling March 2010 - April 2011
Shaklee Corporation September 2009 - April 2011
Wealth Enhancement Group December 2008 - April 2009
Sandager Advisors LLC August 2007 - December 2008
Iowa Restaurant Association June 2005 - August 2007
Home June 1993 - June 2005
Missouri Baptist Medical Center September 1985 - September 1993
BJC HealthCare September 1992 - June 1993
Skills
Fundraising, Public Speaking, Wellness, Coaching, Team Building, Nutrition
Education
University of Missouri-Saint Louis 1973 — 1977
B.A., Psychology
Conceptual Financial Planning January 2009 - March 2011
RiverSource Investments November 2006 - February 2008
Wealth Enhancement Group December 2005 - November 2006
Wealth Enhancement Group February 2004 - December 2005
American Express June 2002 - February 2004
American Express Printing Services 1999 - 2002
Education
University of Minnesota - Carlson School of Management 1997 — 2001
Finance
University of Minnesota-Twin Cities 1997 — 2001
BS, Finance
White Oaks Wealth Advisors, Inc July 2013 - Present
Wealth Enhancement Group May 2011 - June 2013
Wealth Enhancement Group September 2007 - May 2011
Skills
Securities, Financial Services, Financial Advisory, FINRA, Wealth Management..., Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Investments, Asset Allocation, Retirement, Asset Management
Education
St. Cloud State University 2001 — 2007
B.A., Economics/Finance
Wealth Enhancement Group July 2015 - Present
Agency 10 Insurance August 2002 - Present
Long Term Care Group August 2006 - July 2015
Long Term Care Group April 2005 - August 2006
Unisys June 2000 - April 2005
Skills
Visio, Business Analysis, Microsoft Excel, Microsoft Office, Process Improvement, Outlook, SDLC, SharePoint, Access, Healthcare, Microsoft Word, Organization Skills
Education
St. Cloud State University - Herberger Business School 1997 — 2000
BS, Business Computer Information Systems
University of Minnesota Duluth 1996 — 1997
Generals
Cathedral High School 1994 — 1996
Graduate
Archer Wealth Management, LLC September 2008 - Present
Moneta Group May 2007 - August 2008
Wealth Enhancement Group August 2004 - May 2007
Wells Fargo Advisors September 2000 - August 2004
CliftonLarsonAllen 1990 - 1999
Education
St. John's University 1986 — 1990
Bachelor of Science Degree, Accounting, Magna Cum Laude
Fortune Financial February 2014 - December 2014
One Life Financial Group Inc. November 2011 - September 2012
Oppenheimer & Co. July 2009 - December 2010
Wealth Enhancement Group April 2007 - January 2009
Equity Bank March 2006 - January 2007
Excel Bank MN October 2004 - March 2006
U.S. Bank June 2003 - October 2004
Education
University of St. Thomas 1999 — 2003
Bachelor of Arts (BA), Psychology, 3.63
Minnesota State University, Mankato 2008 — 2009
Financial Planning Certificate Program, Other
Minnetonka High School
Calix July 2013 - Present
CSM Bakery Supplies North America May 2013 - Present
City of St. Louis Park December 2012 - March 2013
Loeffler Construction & Consulting 2013 - 2013
Loeffler Const 2013 - 2013
Loeffler Construction & Consulting 2013 - 2013
Anchor Plastics, Inc. October 2012 - October 2012
NetSPI May 2012 - August 2012
Wealth Enhancement Group February 2012 - May 2012
Target November 2011 - November 2011
Skills
Customer Service, Microsoft Office, Windows, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Event Planning, Research, Editing
Education
Bethel University 2008 — 2010
Bachelor of Arts (BA), English Literature & Writing
Thrivent Financial August 2002 - Present
Montgomery Orchard January 1998 - Present
Wealth Enhancement Group February 2008 - February 2009
Thrivent Financial for Lutherans August 2002 - February 2008
American Express Financial Advisors 1982 - 2002
Skills
Expert Apple Trimmer, Budding Naturalist, Apple Cider Meister, Christmas Glogg Maker, Retirement Planning, Wealth Management
Education
College for Financial Planning 1989 — 1992
MS Retirement Planning, Retirement Planning and Estate Planning
University of Minnesota-Twin Cities 1974 — 1980
BS, Business
Edina West High School 1970 — 1974
Wealth Enhancement Group January 2001 - Present
Wealth Enhancement Group January 2007 - January 2012
Wealth Enhancement Group January 2004 - December 2006
Skills
Finance, Financial Advisory, Financial Services, Securities
Education
The University of North Dakota 1995 — 1998
BA, Financial Management / Business Management
Wealth Enhancement Group November 2013 - Present
Skills
Wealth Management, College Education..., Retirement Planning, Investment Planning, Retirement Plan..., Qualified Retirement..., Insurance Planning, Employer Sponsored..., Employee Benefits, Investments, Investment Advisory, Series 7, 401k, Asset Allocation, Financial Planners, Mutual Funds, Series 65, Strategic Financial..., Series 24, Investment Management, Retirement, Financial Advisory, Wealth Accumulation
Education
Purdue University 2003 — 2007
BS, Financial Planning and Counseling
Our Lady of the Wayside
Rolling Meadows High School
St. Viator
Medtronic 2014 - Present
TextMinded 2013 - Present
General Mills 2005 - Present
Professional Liability Underwriting Society (PLUS) 2004 - 2015
Cushman & Wakefield/NorthMarq 2009 - 2012
Wealth Enhancement Group 2008 - 2010
ThinkDesign Group 2004 - 2010
Skills
Newsletters, Editing, Copy Editing, Marketing Communications, Freelance Writing, Copywriting, Publications, Content Strategy, Feature Articles, Content Development, Writing, Editorial, Corporate Communications, Technical Writing, Content Management, AP Style, Email Marketing, Advertising, Chicago Style, Creating and Writing..., Internal & External..., Training Manuals, Project Management, Marketing Strategy, Strategic Planning, Creative Problem Solving, Health Care/Wellness..., Financial Content, Content Editing, Substantive Editing, Editorial Management, Volunteer Management, Financial Editing, Legal Editing, Insurance Law Editing, Medical/Health Care..., Research and analysis
Education
University of Minnesota-Twin Cities
BA, English literature and writing
Accenture October 2011 - Present
IBM August 2011 - 2013
VMware March 2011 - July 2011
Shavlik Technologies April 2008 - May 2011
Xata January 2008 - March 2008
Center for diagnostics April 2007 - December 2007
Wealth Enhancement Group December 2005 - July 2006
Skills
Microsoft SQL Server, SaaS, Cloud Computing, Testing, Enterprise Software, Virtualization, VMware, Salesforce.com, Windows Server, Software Documentation, Security, Network Security, Windows 7, Sybase, Troubleshooting, Waterfall, Computer Hardware, Mainframe, Solution Selling, SQL, Technical Support, Hardware
Education
Dakota County Technical College 2001 — 2005
Computer Networking, Computer Systems Networking and Telecommunications
Retired July 2014 - February 2015
Lon Musolf Distributing Inc. June 2013 - May 2014
Ashley Furniture Home Store December 2011 - July 2013
Wealth Enhancement Group October 2006 - December 2008
Family Chiropractic Center September 2005 - September 2007
State of Minnesota September 2000 - September 2006
Wilkerson, Guthmann and Johnson August 1998 - July 1999
Skills
Customer Service, Inventory Management, Sales, Outlook, Purchasing, Data Entry, Relationship skills; 18...
Education
Globe College, Oakdale, Mn 2003 — 2004
Certification, Massage Therapy
Century College 1977 — 1978
certification, Dental Assisting/Assistant
Century College
Bookkeeping and Small Business
American Airlines July 2014 - Present
Carlson Consulting Enterprise January 2013 - December 2013
General Mills June 2013 - August 2013
Wealth Enhancement Group March 2012 - August 2012
Gopher Sports Marketing May 2011 - May 2012
Dick's Sporting Goods April 2011 - August 2011
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science (BS), Finance, Supply Chain Operations, Marketing
University of St. Gallen 2012 — 2012
Minnetonka High School 2006 — 2010
Wealth Enhancement Group January 2012 - Present
Lowry Hill Residents Inc. 1998 - 2003
The Ripley Foundation 1997 - 2002
The Bridge for Runaway Youth 1994 - 1997
The Pillsbury Company (acquired by General Mills) 1991 - 1995
Kraft General Foods (renamed Kraft Foods) 1989 - 1991
The First Boston Corporation (acquired by Credit Suisse) 1984 - 1987
Education
Stanford Graduate School of Business 1987 — 1989
MBA, Business
Princeton University 1980 — 1984
BA, History
The Blake School
Minnesota State University, Mankato
Minnesota State University, Mankato
Marcus Hotels & Resorts 2015 - Present
Chicago Public Schools August 2012 - September 2014
El Valor July 2012 - August 2012
Global Vision International January 2012 - March 2012
National Louis University Bookstore October 2011 - January 2012
Wealth Enhancement Group July 2010 - October 2011
Vanity Outlet May 2009 - August 2009
Channel One, Inc June 2008 - August 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, English, Outlook, Windows, Teaching, Leadership, Nonprofits, Educational Technology, Editing, Curriculum Design
Education
Winona State University 2008 — 2010
Bachelors of Science, Human Resource Management
Florida International University 2007 — 2007
College of St. Benedicts 2006 — 2007
Rochester Community and Technical College 2005 — 2006
Post, secondary
Self-employed June 2009 - Present
Wealth Enhancement Group November 1997 - June 2009
Resource Trust Company October 1991 - November 1997
Skills
CPA, Certified Financial..., Divorce Financial..., Estate Planning, Income Tax Planning, College Education..., Investment Review, Financial Planning, Finance, Series 7, Retirement Planning, Management, Financial Advisory, Investments, Wealth Management, Series 63, Tax
Education
St. Cloud State University 1983 — 1985
Bachelor of Science (B.S.), Accounting and Finance
Normandale Community College 1982 — 1983
Associate of Arts (A.A.)