Woodbury Financial
Industry: Company
DescriptionHeadquarters: Oakdale, MN Founded: 1910 Subsidiaries: Woodbury Financial Services, Inc., Asset Management Arm, Parent organizations: The Hartford, Advisor Group
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Woodbury Financial Employees
Employee
Years
Job
Industry
Dan Holl, MSFS, AEP, CLU, ChFC, LUTCF, RICP Dan Holl, MSFS, AEP, CLU, ChFC, LUTCF, RICP's Woodbury Financial Experience December 1996 - April 2008
Job Financial Advisor at Raymond James, helps people create the best growth & longevity strategies now and in retirement.
Industry Financial Services
Experience
Raymond James 2008 - Present
Woodbury Financial December 1996 - April 2008
Skills
Financial Advisory, Securities, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Mutual Funds, Financial Goals, 401k Rollovers, Insurance Planning, Retirement Income..., Financial Planning
Education
The American College 2013 — 2014
RICP(Retriement Income Certified Professional
The American College 2005 — 2011
MSFS(Master of Science in Financial Services)
The American College 1998 — 2010
Accredited Estate Planne(AEP),Chartered Life Underwriter(CLU),Chartered Financial Consultant(ChFC)
University of Wisconsin-Green Bay 1991 — 1996
Bachelor of Arts, German, Business
University of Kassel 1993 — 1994
None, German/Business
Lakeland College 1990 — 1991
Ashwabenon High School 1986 — 1989
Raymond James 2008 - Present
Woodbury Financial December 1996 - April 2008
Skills
Financial Advisory, Securities, Retirement Planning, Series 7, Retirement, Estate Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Mutual Funds, Financial Goals, 401k Rollovers, Insurance Planning, Retirement Income..., Financial Planning
Education
The American College 2013 — 2014
RICP(Retriement Income Certified Professional
The American College 2005 — 2011
MSFS(Master of Science in Financial Services)
The American College 1998 — 2010
Accredited Estate Planne(AEP),Chartered Life Underwriter(CLU),Chartered Financial Consultant(ChFC)
University of Wisconsin-Green Bay 1991 — 1996
Bachelor of Arts, German, Business
University of Kassel 1993 — 1994
None, German/Business
Lakeland College 1990 — 1991
Ashwabenon High School 1986 — 1989
Kimberly Tibbitts Kimberly Tibbitts's Woodbury Financial Experience July 2006 - November 2006
Job Marketing Associate at Broadmark Asset Management
Industry Financial Services
Experience
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Broadmark Asset Management LLC October 2013 - Present
NestWise July 2012 - September 2013
Natixis Global Asset Management March 2007 - July 2012
One World Children's Fund August 2010 - February 2012
Mutual of America January 2007 - March 2007
Woodbury Financial July 2006 - November 2006
BANK OF AMERICA March 2002 - June 2006
Skills
Recruiting, Diplomacy, Trainable, Series 6, Series 63, Asset Management, Series 65, Marketo, Salesforce Administrator, Ruby on Rails, Virtual Educator, Salesforce.com, Asset Managment, Portfolio Management, Online Publishing, Web Content Management, Business Transformation, Training, Client Development, Online Marketing, Email Marketing, Social Media, Management, Marketing, Mutual Funds, Sales, Investments, Financial Analysis, Alternative Investments, Finance, Leadership, CRM, Analysis
Education
University of California, Davis 2002 — 2006
Bachelor of Arts, Psychology
San Francisco State University, Extended Learning Center 2008 — 2009
Course for Financial Planning
Level II candidate in the CAIA program 2015 — 2015
Shanda Reetz Shanda Reetz's Woodbury Financial Experience January 2010 - January 2011
Job Customer Service, Office/Clerical, Medical Office
Industry Consumer Services
Experience
Us bank 2015 - Present
Comcast July 2011 - December 2014
Woodbury Financial January 2010 - January 2011
Allina January 2007 - January 2010
Skills
Customer Service, Microsoft Word, Customer Satisfaction, Call Centers, Telephone Skills, Lotus Notes, Data Entry, Medical Billing, 10 Key, Outlook, Microsoft Office 2007, Windows, Microsoft Office, Keyboards, Negotiation, Social Networking, Business, Credit, Customer Experience, Receptionist Duties, Proofreading, HIPAA, People Skills, Retail, Retaining Customers, Billing Systems, Epic Systems, Medipac, CSG, Nonprofits, Internet, Organization, Problem Solving, Non-profits, Typing, Social Media, n, Team Building, Healthcare, Facebook, Account Management, English, R&R, Teamwork, Time Management, Telecommunications, Insurance
Education
Century College 2011 — 2015
Medical Office Technology
White Bear Lake High School 1993 — 1997
Diploma, Diploma
Us bank 2015 - Present
Comcast July 2011 - December 2014
Woodbury Financial January 2010 - January 2011
Allina January 2007 - January 2010
Skills
Customer Service, Microsoft Word, Customer Satisfaction, Call Centers, Telephone Skills, Lotus Notes, Data Entry, Medical Billing, 10 Key, Outlook, Microsoft Office 2007, Windows, Microsoft Office, Keyboards, Negotiation, Social Networking, Business, Credit, Customer Experience, Receptionist Duties, Proofreading, HIPAA, People Skills, Retail, Retaining Customers, Billing Systems, Epic Systems, Medipac, CSG, Nonprofits, Internet, Organization, Problem Solving, Non-profits, Typing, Social Media, n, Team Building, Healthcare, Facebook, Account Management, English, R&R, Teamwork, Time Management, Telecommunications, Insurance
Education
Century College 2011 — 2015
Medical Office Technology
White Bear Lake High School 1993 — 1997
Diploma, Diploma
Nicholas Grose Nicholas Grose's Woodbury Financial Experience January 2007 - January 2008
Job Private Client Advisor at J.P. Morgan Chase Bank NA
Industry Investment Banking
Experience
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
J.P. Morgan Chase Bank NA September 2012 - Present
Chase Investment Services Corp June 2010 - September 2012
Key Bank June 2008 - May 2009
Bank of the West January 2008 - June 2008
Woodbury Financial January 2007 - January 2008
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Nate Richter, CFP ® Nate Richter, CFP ®'s Woodbury Financial Experience 1998 - 2002
Job Financial Planner at StoneCreek Financial
Industry Financial Services
Experience
StoneCreek Financial June 2011 - Present
John Hancock Financial Network 2005 - 2006
New England Financial 2002 - 2005
Woodbury Financial 1998 - 2002
Education
University of Colorado Boulder - Leeds School of Business
BS Business
StoneCreek Financial June 2011 - Present
John Hancock Financial Network 2005 - 2006
New England Financial 2002 - 2005
Woodbury Financial 1998 - 2002
Education
University of Colorado Boulder - Leeds School of Business
BS Business
James Peters James Peters's Woodbury Financial Experience 2001 - 2002
Job Regional Sales Director at MobileCause
Industry Information Technology and Services
Experience
MobileCause November 2013 - Present
iOVA Communications June 2011 - Present
Move.com September 2008 - February 2011
Grover Hollingsworth and Associates July 2002 - August 2008
Woodbury Financial 2001 - 2002
Skills
Online Advertising, Salesforce.com, SEO, Social Media Marketing, Social Media, SEM, Web Marketing, E-commerce, PPC, New Business Development, Marketing, Cold Calling, Account Management, Search Engine Ranking, Online Reputation..., Small Business Online..., Advertising, Strategy, Google Analytics, Google Adwords, Social Networking, Digital Media, Selling, Online Business..., Mobile Marketing, Inbound Marketing, Marketing Strategy, OS X, Sales, Management, Online Marketing..., Digital Marketing, Accounting, Lead Generation, Sales Management, Training, Strategic Partnerships, Business Development, Inside Sales, Quickbooks, Mac OS X, Marketing for Small..., Business Administration, Start-ups, Entrepreneurship, WordPress, Negotiation, Nonprofits, Fundraising, Solution Selling
Education
University of California, San Diego 1999 — 2001
Bachelor of Arts, Double major: History and Anthropology
Moorpark College 1996 — 1999
A.A., Social Science and Liberal Arts
Westlake High School
MobileCause November 2013 - Present
iOVA Communications June 2011 - Present
Move.com September 2008 - February 2011
Grover Hollingsworth and Associates July 2002 - August 2008
Woodbury Financial 2001 - 2002
Skills
Online Advertising, Salesforce.com, SEO, Social Media Marketing, Social Media, SEM, Web Marketing, E-commerce, PPC, New Business Development, Marketing, Cold Calling, Account Management, Search Engine Ranking, Online Reputation..., Small Business Online..., Advertising, Strategy, Google Analytics, Google Adwords, Social Networking, Digital Media, Selling, Online Business..., Mobile Marketing, Inbound Marketing, Marketing Strategy, OS X, Sales, Management, Online Marketing..., Digital Marketing, Accounting, Lead Generation, Sales Management, Training, Strategic Partnerships, Business Development, Inside Sales, Quickbooks, Mac OS X, Marketing for Small..., Business Administration, Start-ups, Entrepreneurship, WordPress, Negotiation, Nonprofits, Fundraising, Solution Selling
Education
University of California, San Diego 1999 — 2001
Bachelor of Arts, Double major: History and Anthropology
Moorpark College 1996 — 1999
A.A., Social Science and Liberal Arts
Westlake High School
Tim Rosenberry Tim Rosenberry's Woodbury Financial Experience March 2007 - August 2009
Job Manager of Residential Services at Comcast Cable
Industry Telecommunications
Experience
Comcast Cable August 2015 - Present
Comcast Business March 2014 - August 2015
Comcast June 2012 - March 2014
tasteroom.com July 2010 - February 2014
Comcast Cable August 2009 - June 2012
Top Quality E-Marketing January 2011 - August 2011
Rosenberry Financial Partners, LLC March 2007 - August 2009
Woodbury Financial March 2007 - August 2009
Diversified Financial Concepts April 2005 - March 2007
Integrated Services, Inc. June 1997 - April 2005
Skills
Sales, Wine, Direct Sales, Sales Management, Time Management, Management, Leadership, Marketing Strategy, Recruiting, Coaching, Strategic Planning, Training, Team Leadership, Leadership Development, Cross-functional Team..., Team Mentoring, Personality Assessment, Team Building, Sales Management..., Commercial Sales, Mentoring, Social Media Marketing, Event Management, Brand Development, Customer Service, Marketing, Social Media, Account Management
Education
Messiah College 1992 — 1996
BA, Psychology
Comcast Cable August 2015 - Present
Comcast Business March 2014 - August 2015
Comcast June 2012 - March 2014
tasteroom.com July 2010 - February 2014
Comcast Cable August 2009 - June 2012
Top Quality E-Marketing January 2011 - August 2011
Rosenberry Financial Partners, LLC March 2007 - August 2009
Woodbury Financial March 2007 - August 2009
Diversified Financial Concepts April 2005 - March 2007
Integrated Services, Inc. June 1997 - April 2005
Skills
Sales, Wine, Direct Sales, Sales Management, Time Management, Management, Leadership, Marketing Strategy, Recruiting, Coaching, Strategic Planning, Training, Team Leadership, Leadership Development, Cross-functional Team..., Team Mentoring, Personality Assessment, Team Building, Sales Management..., Commercial Sales, Mentoring, Social Media Marketing, Event Management, Brand Development, Customer Service, Marketing, Social Media, Account Management
Education
Messiah College 1992 — 1996
BA, Psychology
Ned Woodring's Woodbury Financial Experience August 2000 - December 2004
Job Sales Representative at Columbia Corrugated Box
Industry Packaging and Containers
Experience
Columbia Corrugated Box October 2007 - Present
Postal Annex January 2005 - July 2005
Woodbury Financial August 2000 - December 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Customer Service, Microsoft Word, Inventory Management, Sales, Negotiation, Sales Management, Budgets, English, Teamwork, Strategic Planning, Account Management, Retail
Education
Colorado State University 1989 — 1992
Bachelor of Science, Animal Sciences
George Fox University 1983 — 1985
General Studies, Social Work
Columbia Corrugated Box October 2007 - Present
Postal Annex January 2005 - July 2005
Woodbury Financial August 2000 - December 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Customer Service, Microsoft Word, Inventory Management, Sales, Negotiation, Sales Management, Budgets, English, Teamwork, Strategic Planning, Account Management, Retail
Education
Colorado State University 1989 — 1992
Bachelor of Science, Animal Sciences
George Fox University 1983 — 1985
General Studies, Social Work
Greg Seeman, CFA, CPA's Woodbury Financial Experience May 2006 - November 2006
Job Finance Manager at Navistar, Inc.
Industry Hospital & Health Care
Experience
Navistar Inc July 2013 - Present
Cadence Health October 2012 - July 2013
Navistar Financial Corporation January 2012 - October 2012
Navistar Inc July 2011 - December 2011
Navistar Inc July 2010 - June 2011
Navistar Inc January 2010 - June 2010
Blue & Co., LLC August 2008 - February 2009
Woodbury Financial May 2006 - November 2006
Skills
Cash Flow Forecasting, Financial Analysis, Corporate Finance, Business Valuation, Corporate Treasury, Securitization, Financial Statement..., Treasury Management, Forecasting, Financial Reporting, Finance, Variance Analysis, Financial Forecasting, Valuation, Financial Modeling
Education
Kelley School of Business, Indiana University 2007 — 2008
Master of Science, Accounting
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Management/Finance
Navistar Inc July 2013 - Present
Cadence Health October 2012 - July 2013
Navistar Financial Corporation January 2012 - October 2012
Navistar Inc July 2011 - December 2011
Navistar Inc July 2010 - June 2011
Navistar Inc January 2010 - June 2010
Blue & Co., LLC August 2008 - February 2009
Woodbury Financial May 2006 - November 2006
Skills
Cash Flow Forecasting, Financial Analysis, Corporate Finance, Business Valuation, Corporate Treasury, Securitization, Financial Statement..., Treasury Management, Forecasting, Financial Reporting, Finance, Variance Analysis, Financial Forecasting, Valuation, Financial Modeling
Education
Kelley School of Business, Indiana University 2007 — 2008
Master of Science, Accounting
Purdue University - Krannert School of Management 2002 — 2006
Bachelor of Science, Management/Finance
Rich Locher Rich Locher's Woodbury Financial Experience 2007 - 2008
Job Financial Advisor at KadesMargolis Corporation
Industry Financial Services
Experience
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
Kades-Margolis Corporation August 2011 - Present
Legacy Planning Partners September 2009 - July 2011
Horner, Townsend and Kent 2008 - 2009
Woodbury Financial 2007 - 2008
Nationwide Financial 1997 - 2007
Education
Penn State University 1976 — 1980
BS, Finance
Karen O'Grady Karen O'Grady's Woodbury Financial Experience January 2007 - June 2007
Job Global Bid Manager
Industry Mechanical or Industrial Engineering
Experience
Entrust Datacard (formerly Datacard Group) January 2009 - Present
Datacard Group May 2008 - January 2009
KOG Integrated Marketing Communications November 1998 - January 2009
Children's Hospitals and Clinics of Minnesota January 2008 - May 2008
Woodbury Financial January 2007 - June 2007
Piper Jaffray February 2000 - December 2006
American Express April 1997 - November 1998
PDI Ninth House April 1987 - March 1997
Skills
Marketing Communications, Copy Editing, Editing, Integrated Marketing, Proposal Writing, Marketing, Internal Communications, Press Releases, Corporate Communications, Brand Management, Microsoft Word, Strategy, Microsoft Office, Brand Development, Copywriting, AP Style, Writing, Visual Communication, Proposal Support, Proposal Generation, Government Proposals, Corporate Branding, Brochures, Marketing Management, Public Relations, Adobe Acrobat, B2B Marketing, Marketing Strategy, Media Relations, Strategic Communications, Brand Communication, Marcom Project..., Qvidian Proposal..., Commercial Proposals
Education
University of Saint Thomas - School of Business 2009 — 2009
Certificate, Mini MBA
Metropolitan State University 1998 — 2006
Bachelor's, Integrated Marketing Communications
MCAD 1997 — 1997
N/A, Graphic Design I class, A
Dakota County Area Vocational Technical Institute
Legal Secretary, Professional Administrative
Entrust Datacard (formerly Datacard Group) January 2009 - Present
Datacard Group May 2008 - January 2009
KOG Integrated Marketing Communications November 1998 - January 2009
Children's Hospitals and Clinics of Minnesota January 2008 - May 2008
Woodbury Financial January 2007 - June 2007
Piper Jaffray February 2000 - December 2006
American Express April 1997 - November 1998
PDI Ninth House April 1987 - March 1997
Skills
Marketing Communications, Copy Editing, Editing, Integrated Marketing, Proposal Writing, Marketing, Internal Communications, Press Releases, Corporate Communications, Brand Management, Microsoft Word, Strategy, Microsoft Office, Brand Development, Copywriting, AP Style, Writing, Visual Communication, Proposal Support, Proposal Generation, Government Proposals, Corporate Branding, Brochures, Marketing Management, Public Relations, Adobe Acrobat, B2B Marketing, Marketing Strategy, Media Relations, Strategic Communications, Brand Communication, Marcom Project..., Qvidian Proposal..., Commercial Proposals
Education
University of Saint Thomas - School of Business 2009 — 2009
Certificate, Mini MBA
Metropolitan State University 1998 — 2006
Bachelor's, Integrated Marketing Communications
MCAD 1997 — 1997
N/A, Graphic Design I class, A
Dakota County Area Vocational Technical Institute
Legal Secretary, Professional Administrative
Lewis Del Ponte Lewis Del Ponte's Woodbury Financial Experience 2006 - 2007
Job Regional Vice President at Ranger Capital Group
Industry Financial Services
Experience
Ranger Capital Group March 2015 - Present
Transamerica July 2011 - March 2015
Mowatt Financial January 2009 - August 2011
PLAN Inc. September 2007 - December 2008
Woodbury Financial 2006 - 2007
Skills
Finance, Strategic Financial..., Investments, Asset Management, Mutual Funds, Portfolio Management, 401k, Series 7, Investment Advisory, Retirement Planning, Tax, Financial Analysis, Fixed Annuities, Series 63, Insurance, Life Insurance, Asset Allocation, Financial Planners, Wealth Management, Retirement, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2005
Business admin.
Ranger Capital Group March 2015 - Present
Transamerica July 2011 - March 2015
Mowatt Financial January 2009 - August 2011
PLAN Inc. September 2007 - December 2008
Woodbury Financial 2006 - 2007
Skills
Finance, Strategic Financial..., Investments, Asset Management, Mutual Funds, Portfolio Management, 401k, Series 7, Investment Advisory, Retirement Planning, Tax, Financial Analysis, Fixed Annuities, Series 63, Insurance, Life Insurance, Asset Allocation, Financial Planners, Wealth Management, Retirement, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2005
Business admin.
Jeremy Phelps's Woodbury Financial Experience January 2004 - March 2005
Job Senior Account Manager at Williams Lea
Industry Outsourcing/Offshoring
Experience
Williams Lea November 2011 - Present
IKON LDS January 2006 - November 2011
IKON Legal Document Services March 2005 - December 2005
Woodbury Financial January 2004 - March 2005
Skills
New Business Development, Leadership, Management, Team Building, Operations Management, Process Improvement, Account Management, Forecasting, Salesforce.com, Vendor Management, Analysis, Budgets, Training, P&L Management, Customer Satisfaction, Negotiation, Customer Service, Marketing Strategy, CRM, Finance, Coaching, Program Management, Sales, Strategic Planning, Solution Selling, Sales Operations, Sales Process
Education
University of Missouri-Columbia 1999 — 2003
BSBA, Marketing
Williams Lea November 2011 - Present
IKON LDS January 2006 - November 2011
IKON Legal Document Services March 2005 - December 2005
Woodbury Financial January 2004 - March 2005
Skills
New Business Development, Leadership, Management, Team Building, Operations Management, Process Improvement, Account Management, Forecasting, Salesforce.com, Vendor Management, Analysis, Budgets, Training, P&L Management, Customer Satisfaction, Negotiation, Customer Service, Marketing Strategy, CRM, Finance, Coaching, Program Management, Sales, Strategic Planning, Solution Selling, Sales Operations, Sales Process
Education
University of Missouri-Columbia 1999 — 2003
BSBA, Marketing
Chad Langeland Chad Langeland's Woodbury Financial Experience March 2010 - 2013
Job Real Estate Agent At Home Realty
Industry Real Estate
Experience
@Home Realty West Michigan March 2015 - Present
@Home Realty West Michigan 2015 - Present
Woodbury Financial March 2010 - 2013
Northwestern Mutual Financial Network February 2008 - March 2009
eMedia Solutions January 2007 - October 2008
Schreur Printing Company March 1995 - January 2007
Skills
Insurance, Estate Planning, Customer Relations, Retirement Planning, Long Term Care, Disability Insurance, Long-term Care, Customer Service, Marketing, Sales, Fixed Annuities, Budgets, Small Business, Life Insurance, New Business Development, Wealth Management, Retirement, Mutual Funds, Employee Benefits
Education
Grand Rapids Community College
@Home Realty West Michigan March 2015 - Present
@Home Realty West Michigan 2015 - Present
Woodbury Financial March 2010 - 2013
Northwestern Mutual Financial Network February 2008 - March 2009
eMedia Solutions January 2007 - October 2008
Schreur Printing Company March 1995 - January 2007
Skills
Insurance, Estate Planning, Customer Relations, Retirement Planning, Long Term Care, Disability Insurance, Long-term Care, Customer Service, Marketing, Sales, Fixed Annuities, Budgets, Small Business, Life Insurance, New Business Development, Wealth Management, Retirement, Mutual Funds, Employee Benefits
Education
Grand Rapids Community College
Mitch Lyons's Woodbury Financial Experience May 2008 - May 2010
Job Mitch Lyons CoFounder Lyons Kitzrow Capital Group ViceChair Michigan State University Board of Trustees
Industry Financial Services
Experience
Michigan State University November 2010 - Present
Lyons Kitzrow Capital Group May 2010 - Present
WWW Belmont YMCA 2008 - 2011
Woodbury Financial May 2008 - May 2010
Grand Rapids Sports Awards 2001 - 2009
AXA Advisors November 2000 - May 2008
Pittsburgh Steelers May 1997 - December 1999
Atlanta Falcons April 1993 - December 1996
Skills
Financial Analysis, Strategic Financial..., Insurance planning, Investments, Insurance, Portfolio Management, Asset Managment, Risk Management
Education
Michigan State University 1988 — 1993
BA, General Business Administration
Michigan State University November 2010 - Present
Lyons Kitzrow Capital Group May 2010 - Present
WWW Belmont YMCA 2008 - 2011
Woodbury Financial May 2008 - May 2010
Grand Rapids Sports Awards 2001 - 2009
AXA Advisors November 2000 - May 2008
Pittsburgh Steelers May 1997 - December 1999
Atlanta Falcons April 1993 - December 1996
Skills
Financial Analysis, Strategic Financial..., Insurance planning, Investments, Insurance, Portfolio Management, Asset Managment, Risk Management
Education
Michigan State University 1988 — 1993
BA, General Business Administration
Steven Blandino, CFP®'s Woodbury Financial Experience 2000 - 2004
Job Partner, The Rein Group
Industry Financial Services
Experience
The Rein Group LLC June 2005 - Present
Woodbury Financial 2000 - 2004
Diversified Financial Concepts 1996 - 2000
Education
San Jose State University 1993 — 1996
Bachelor of Business Administration (BBA)
The Rein Group LLC June 2005 - Present
Woodbury Financial 2000 - 2004
Diversified Financial Concepts 1996 - 2000
Education
San Jose State University 1993 — 1996
Bachelor of Business Administration (BBA)
Anne (Sandweg) Royall's Woodbury Financial Experience May 2006 - January 2007
Job Lead Buyer and Merchandising Coordinator; Independent Distributor and Team Builder
Industry Sporting Goods
Experience
Concourse Sports January 2014 - Present
It Works Global May 2015 - Present
Concourse Sports January 2011 - December 2013
AKA Communications May 2009 - October 2010
Banana Republic December 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) May 2007 - November 2008
Woodbury Financial May 2006 - January 2007
Skills
Sales, Marketing Strategy, Advertising, Social Media Marketing, Marketing, Strategic Planning, Sales Management, Customer Retention, Business Development, New Business Development, Account Management, Customer Service, Email Marketing, Cold Calling, Leadership, Sales Process, Budgets, Direct Sales, Lead Generation, Marketing Communications, Business Strategy, Online Marketing, Sales Operations, CRM, Online Advertising, Market Planning, Management, Team Building, Contract Negotiation, Selling, B2B, Negotiation, Salesforce.com, Direct Marketing, Small Business, Strategic Partnerships, Competitive Analysis, Customer Satisfaction, Product Marketing, Strategy, Brand Development, Social Networking
Education
Fontbonne University 2003 — 2006
Sports and Entertainment management
Westminster College (MO) 2001 — 2003
Marketing, Business
Villa Duchesne
Concourse Sports January 2014 - Present
It Works Global May 2015 - Present
Concourse Sports January 2011 - December 2013
AKA Communications May 2009 - October 2010
Banana Republic December 2008 - March 2010
John Hancock Life Insurance Company (U.S.A.) May 2007 - November 2008
Woodbury Financial May 2006 - January 2007
Skills
Sales, Marketing Strategy, Advertising, Social Media Marketing, Marketing, Strategic Planning, Sales Management, Customer Retention, Business Development, New Business Development, Account Management, Customer Service, Email Marketing, Cold Calling, Leadership, Sales Process, Budgets, Direct Sales, Lead Generation, Marketing Communications, Business Strategy, Online Marketing, Sales Operations, CRM, Online Advertising, Market Planning, Management, Team Building, Contract Negotiation, Selling, B2B, Negotiation, Salesforce.com, Direct Marketing, Small Business, Strategic Partnerships, Competitive Analysis, Customer Satisfaction, Product Marketing, Strategy, Brand Development, Social Networking
Education
Fontbonne University 2003 — 2006
Sports and Entertainment management
Westminster College (MO) 2001 — 2003
Marketing, Business
Villa Duchesne
Purdeep Randhawa's Woodbury Financial Experience November 2006 - May 2007
Job Kaiser Permanente
Industry Financial Services
Experience
Kaiser Permanente August 2012 - Present
Market America Unfranchise Owner 2009 - Present
Kaiser Foundation Health Plan November 2007 - August 2012
HiFX June 2007 - September 2007
Woodbury Financial November 2006 - May 2007
Education
University of Phoenix 2004 — 2006
Bachelors of Science
Kaiser Permanente August 2012 - Present
Market America Unfranchise Owner 2009 - Present
Kaiser Foundation Health Plan November 2007 - August 2012
HiFX June 2007 - September 2007
Woodbury Financial November 2006 - May 2007
Education
University of Phoenix 2004 — 2006
Bachelors of Science
Shelly Hoppe's Woodbury Financial Experience March 2005 - March 2006
Job Assistant Vice President at US Bank
Industry Banking
Experience
US Bank January 2012 - Present
Blue Cross Blue Shield of Minnesota January 2008 - December 2011
Weatherly Consulting March 2006 - December 2007
Woodbury Financial March 2005 - March 2006
Ameriprise Financial Services, Inc. 1992 - 2005
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Technical Documentation, Vendor Management, Management, Business Process..., Information Technology, Enterprise Architecture, Requirements Gathering, Software Project..., Visio, PMO, Project Portfolio..., Disaster Recovery, Requirements Analysis, Business Process, IT Strategy, Data Warehousing, IT Management, MS Project, IT Service Management, Agile Methodologies, Software Development, Integration, Governance, User Acceptance Testing, Consulting, Business Requirements, SharePoint, Project Delivery, Analysis, Resource Management, Change Management, Business Intelligence, ITIL, Software Documentation, PMP, Quality Assurance, Risk Management, Agile Project Management, Program Management, Systems Analysis, Solution Architecture, Cross-functional Team..., Outsourcing, Waterfall, Testing, IT Operations
Education
University of Iowa 1986 — 1990
BA, Journalism
US Bank January 2012 - Present
Blue Cross Blue Shield of Minnesota January 2008 - December 2011
Weatherly Consulting March 2006 - December 2007
Woodbury Financial March 2005 - March 2006
Ameriprise Financial Services, Inc. 1992 - 2005
Skills
Process Improvement, Business Analysis, SDLC, Project Management, Technical Documentation, Vendor Management, Management, Business Process..., Information Technology, Enterprise Architecture, Requirements Gathering, Software Project..., Visio, PMO, Project Portfolio..., Disaster Recovery, Requirements Analysis, Business Process, IT Strategy, Data Warehousing, IT Management, MS Project, IT Service Management, Agile Methodologies, Software Development, Integration, Governance, User Acceptance Testing, Consulting, Business Requirements, SharePoint, Project Delivery, Analysis, Resource Management, Change Management, Business Intelligence, ITIL, Software Documentation, PMP, Quality Assurance, Risk Management, Agile Project Management, Program Management, Systems Analysis, Solution Architecture, Cross-functional Team..., Outsourcing, Waterfall, Testing, IT Operations
Education
University of Iowa 1986 — 1990
BA, Journalism
Kathryn Queen's Woodbury Financial Experience 2006 - 2010
Job Vice President at Bodnar Capital Management
Industry Investment Management
Experience
Bodnar Capital Management 2010 - Present
BCM Property Corporation 2006 - 2010
Woodbury Financial 2006 - 2010
Digicorp 2005 - 2006
AGB Securities 2004 - 2006
JP Morgan 2002 - 2004
Accenture 1999 - 2000
Skills
Asset Managment, Mergers, Financial Modeling, Portfolio Management, Investments, Capital Markets, Asset Management, Financial Analysis
Education
The Ohio State University Fisher College of Business 2007 — 2009
EMBA, Executive Masters in Business Administration
New York University 2006 — 2008
Masters of Science, Real Estate Finance
The Ohio State University 1998 — 2002
Business, Accounting, Economics, & Finance
The Ohio State University Fisher College of Business 1998 — 2002
B.S.B.A., Economics, Finance, & Accounting
Bodnar Capital Management 2010 - Present
BCM Property Corporation 2006 - 2010
Woodbury Financial 2006 - 2010
Digicorp 2005 - 2006
AGB Securities 2004 - 2006
JP Morgan 2002 - 2004
Accenture 1999 - 2000
Skills
Asset Managment, Mergers, Financial Modeling, Portfolio Management, Investments, Capital Markets, Asset Management, Financial Analysis
Education
The Ohio State University Fisher College of Business 2007 — 2009
EMBA, Executive Masters in Business Administration
New York University 2006 — 2008
Masters of Science, Real Estate Finance
The Ohio State University 1998 — 2002
Business, Accounting, Economics, & Finance
The Ohio State University Fisher College of Business 1998 — 2002
B.S.B.A., Economics, Finance, & Accounting
Garrick Gookin's Woodbury Financial Experience July 2010 - Present
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Woodbury Financial July 2010 - Present
Edward Jones February 2005 - July 2010
Education
Heald College 1999 — 2001
AA, Business Administration
University of Phoenix
Woodbury Financial July 2010 - Present
Edward Jones February 2005 - July 2010
Education
Heald College 1999 — 2001
AA, Business Administration
University of Phoenix
Rank Dawson, CFA's Woodbury Financial Experience May 2006 - June 2007
Job Credit Analyst at KeyBank
Industry Financial Services
Experience
KeyBank May 2015 - Present
KeyBank December 2012 - May 2015
UBS- FTB Finacial Services April 2010 - November 2012
Waddell & Reed Financial Services June 2007 - June 2009
Woodbury Financial May 2006 - June 2007
Skills
Finance, Portfolio Management
Education
Xavier University 2010 — 2012
MBA, Finance
University of Dayton 2002 — 2006
BSBA, Finance
Saint Xavier High School 1998 — 2002
KeyBank May 2015 - Present
KeyBank December 2012 - May 2015
UBS- FTB Finacial Services April 2010 - November 2012
Waddell & Reed Financial Services June 2007 - June 2009
Woodbury Financial May 2006 - June 2007
Skills
Finance, Portfolio Management
Education
Xavier University 2010 — 2012
MBA, Finance
University of Dayton 2002 — 2006
BSBA, Finance
Saint Xavier High School 1998 — 2002
Chad M. Hennessy's Woodbury Financial Experience June 2005 - Present
Job 401k Specialist, investment advisor, health/life insurance agent
Industry Financial Services
Experience
Woodbury Financial June 2005 - Present
Woodbury Financial June 2005 - Present
Education
California State Polytechnic University-Pomona
Woodbury Financial June 2005 - Present
Woodbury Financial June 2005 - Present
Education
California State Polytechnic University-Pomona
Scott Fryklund's Woodbury Financial Experience 2000 - 2005
Job National Account Executive at Diversified Brokerage Services
Industry Insurance
Experience
Diversified Brokerage Services October 2010 - Present
Fryklund Financial Group June 2010 - Present
Allianz Life Insurance Company March 2005 - June 2010
Allianz Life Insurance Company of North America March 2005 - June 2010
Allianz March 2005 - June 2010
Allianz Life 2005 - June 2010
Woodbury Financial 2000 - 2005
ING 1981 - 1998
Education
The American College 1987 — 1995
CLU, ChFC
University of Minnesota-Twin Cities 1976 — 1981
Hibbing High School 1973 — 1976
Diversified Brokerage Services October 2010 - Present
Fryklund Financial Group June 2010 - Present
Allianz Life Insurance Company March 2005 - June 2010
Allianz Life Insurance Company of North America March 2005 - June 2010
Allianz March 2005 - June 2010
Allianz Life 2005 - June 2010
Woodbury Financial 2000 - 2005
ING 1981 - 1998
Education
The American College 1987 — 1995
CLU, ChFC
University of Minnesota-Twin Cities 1976 — 1981
Hibbing High School 1973 — 1976
Chris Steensland's Woodbury Financial Experience July 2005 - Present
Job Sr. Financial Analyst at Woodbury Financial
Industry Financial Services
Experience
Woodbury Financial July 2005 - Present
The Hartford May 2001 - July 2005
Skills
Finance, FINRA, Financial Services, Strategic Financial..., Asset Management, Mutual Funds, Insurance, Investments, Series 7, Retirement Planning, Retirement
Education
University of Minnesota Duluth 1991 — 1994
Bachelor of Science, Mathematics, Economics
Woodbury Financial July 2005 - Present
The Hartford May 2001 - July 2005
Skills
Finance, FINRA, Financial Services, Strategic Financial..., Asset Management, Mutual Funds, Insurance, Investments, Series 7, Retirement Planning, Retirement
Education
University of Minnesota Duluth 1991 — 1994
Bachelor of Science, Mathematics, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY