Webb Financial Group
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Webb Financial Group Employees
Bay Valley Foods September 2014 - Present
Elburn Cooperative Co. January 2013 - September 2014
CHS Inc. April 2010 - January 2013
Land O'Lakes March 2009 - April 2010
Target July 2008 - January 2009
General Mills August 2006 - January 2008
Webb Financial Group May 2005 - September 2005
British Water LLC September 2004 - December 2004
Norwood Promotional Products May 2002 - August 2004
Skills
Inventory Management, PowerPoint, Strategic Planning, Marketing, Retail, Microsoft Office, Customer Service, Marketing Research, Project Management, Forecasting, Cross-functional Team..., Logistics, SAP, Market Research, Analysis, Supply Chain Management, Marketing Strategy, Pricing, Microsoft Excel, Negotiation, Procurement, CRM
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Science in Business, Marketing and Supply Chain Management
Centers for Academic Programs Abroad - Imperial College 2004 — 2004
Study and Internship Program
Art Effect March 2015 - Present
First Insite Realty LLC May 2014 - Present
Greenstone Partners March 2014 - Present
Building Energy July 2012 - Present
Valentina January 2012 - Present
Pennys From Heaven January 2012 - Present
The Harold E. Eisenberg Foundation February 2013 - Present
Iosue Associates, Inc. February 2013 - Present
Resourceful Solution 2009 - Present
Webb Financial Group July 2012 - July 2013
Skills
Strategic Planning, Project Planning, Budgets, Contract Negotiation, Mergers & Acquisitions, Market Research, Public Relations, Business Development, Strategy, Management Consulting, Leadership, Marketing Strategy, Start-ups, Entrepreneurship, Business Planning, Retail, Financial Analysis, Marketing, Pricing, Small Business
Education
University of Iowa 1976 — 1980
B.A., Marketing
Webb Financial Group May 2013 - Present
FSC Securities Corporation as the Broker/Dealer May 2013 - Present
Merrill Lynch September 2010 - May 2013
Wells Fargo Investments February 2008 - September 2010
Wells Fargo Investments January 2006 - February 2008
Wells Fargo Bank May 2004 - January 2006
Skills
Retirement Planning, Series 7, Investments, Wealth Management, Mutual Funds, Asset Allocation, Finance, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Management, Financial Services
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Gaughan Companies July 2014 - Present
CBRE May 2012 - June 2014
Webb Financial Group April 2011 - May 2012
Rogers & Hollands Jewelers May 2007 - April 2012
Skills
Strategic Financial..., Accounting, Accounts Receivable, Account Reconciliation, Finance, Microsoft Excel, Budgets, Financial Analysis, Financial Planning, Accounts Payable, Customer Service, Bank Reconciliation, Management, Microsoft Office, General Ledger, Financial Reporting
Education
Augsburg College 2009 — 2012
B.A., Accounting and Finance, 3.6
Webb Financial Group May 1997 - Present
Webb Financial Group May 1997 - Present
Charles Schwab May 1992 - May 1997
IDS Financial 1989 - 1992
Skills
Investment Advisory, Securities, Strategic Financial..., Retirement Planning, Series 7, Alternative Investments, Wealth Management..., Portfolio Management, Investments, Asset Allocation, Finance, Mutual Funds, Financial Analysis, Financial Advisory, Hedge Funds, Investment Management, 401k, Equities, Financial Planners, Financial Services, Series 63, Financial Planning, Retirement, Wealth Management, Asset Management, Fixed Income
Education
University of Minnesota-Twin Cities 1984 — 1989
Webb Financial Group PresidentRubloff Insurance Agency LLC.February 2012 - 2013
Koenig & Strey Insurance Agency January 1999 - 2010
George H. Moloney & Co., Inc. January 1976 - December 1998
Skills
Real Estate, Condos, Investment Properties, Selling, Residential Homes, Investments, Contract Negotiation, Negotiation, Property, Property & Casualty..., Health Insurance, Life Insurance, Renters, Insurance, Real Estate Transactions, Brokerage, Commercial Real Estate, Foreclosures, Underwriting, First Time Home Buyers, Short Sales, Umbrella Insurance, Small Business, Sales Operations, Workers Compensation, Sales, Management
Education
New Mexico State University 1971 — 1975
BBA, Finance
New Trier East High School 1966 — 1970
Purdue University
Life Insurance Marketing Institute, Insurance
Webb Financial Group January 2012 - Present
RE/MAX Commercial Chicago March 2006 - December 2011
Skills
Lease Negotiations, Real Estate, Locations, Tenant Representation, Property Management, Property & Casualty..., Commercial Insurance, Employee Benefits, Leases, Insurance, Commercial Real Estate, Sellers
Education
Elmhurst College 2001 — 2003
BA, History
Lake Park High School
Webb Financial Group September 2012 - July 2014
University of Iowa Campus Recreation and Wellness Center September 2010 - December 2011
Business Only Broadband May 2009 - August 2011
Skills
Property & Casualty..., Licensed Property &..., Licensed Life & Health..., Commercial Insurance, General Insurance, Insurance Consulting
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Finance
Webb Financial Group May 2012 - Present
ADP February 2010 - May 2012
ADP Major Accounts August 1997 - February 2010
Yellow Roadway Corporation (YRC) 1988 - 1997
Yellow Roadway Corporation (YRC) 1987 - 1990
Skills
Franchising, ADP, Benefits, Payroll, Consultative Selling, Strategic Planning, Account Management, Salesforce.com, Retirement Plans, Expense Management, CVI, Miller Heiman, Financial Advisory, Life Insurance, Disability Insurance, Strategic Financial..., Retirement Planning, Saving for Education, 401k Rollovers, ADP Payroll, Selling, Investments, Insurance, Retirement, Employee Benefits, Sales, 401k
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Finance, Accounting
Akouba Credit January 2015 - Present
Webb Financial Group January 1991 - Present
MCI Corporation September 1989 - December 1990
Skills
Evaluate and consult..., needs, Long-term Care, Property & Casualty..., Group Insurance, Disabilities, Insurance, Health Insurance, Disability Insurance, Life Insurance, Employee Benefits, Small Business, Underwriting, Retirement Planning, Personal Finance, Fixed Annuities, Finance, Financial Planners, Executive Management, Sales, Term Life Insurance, Benefits Administration, Strategic Financial..., Investments, Retirement, Healthcare, Interviews, Portfolio Management, Workers Compensation, Mergers & Acquisitions, Commercial Insurance, Estate Planning, Strategic Planning, New Business Development, Leadership, Management
Education
Louisiana State University 1984 — 1987
BA, Business Adm
University of Oklahoma 1982 — 1984
Business Administration and Management, General
Springs Of Serenity 2014 - Present
Webb Financial Group February 2002 - Present
Steps Recovery Center November 2014 - February 2015
Skills
Sales, Strategic Planning, Leadership, Marketing, Sales Management, Entrepreneurship, Management, Team Building, Small Business, Public Speaking, Team Leadership, Training, Coaching, Insurance, New Business Development, Direct Sales, Investments
Education
North Sanpete High 1978 — 1983
Dixie State University
Associate of Science (AS), Business