Woodbury Financial Services
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 Services Employees
Employee
Years
Job
Industry
Aaron Titze, CFP ® Aaron Titze, CFP ®'s Woodbury Financial Services Experience 1997 - Present
Job Managing Partner, GT Financial Advisors, LLC
Industry Financial Services
Experience
GT Financial Advisors 1997 - Present
Woodbury Financial Services 1997 - Present
US Navy - Helicopter Instructor Pilot 1988 - 1997
Education
College for Financial Planning 1998 — 2002
CFP Professional Education Program
Iowa State University - College of Business
Bachelor of Business Administration (B.B.A.), Management
GT Financial Advisors 1997 - Present
Woodbury Financial Services 1997 - Present
US Navy - Helicopter Instructor Pilot 1988 - 1997
Education
College for Financial Planning 1998 — 2002
CFP Professional Education Program
Iowa State University - College of Business
Bachelor of Business Administration (B.B.A.), Management
Douglas Ruby Douglas Ruby's Woodbury Financial Services Experience October 1987 - Present
Job Chartered Financial Consultant
Industry Financial Services
Experience
Woodbury Financial Services October 1987 - Present
Skills
Retirement, Budgets, Retirement Planning, Insurance, Estate Planning, Mutual Funds, Team Building, Strategic Financial..., Investments, Fundraising, Leadership Development, Term Life Insurance, Coaching, Fixed Annuities, Investment Advisory, Customer Service, Public Speaking, Small Business, Leadership, Strategic Planning
Education
Hamline University 1971 — 1973
Bachelor of Arts (B.A.), International Relations and Affairs
Inver Hills Community College 1970 — 1971
Associate of Arts (AA)
Morningside College 1964 — 1966
Woodbury Financial Services October 1987 - Present
Skills
Retirement, Budgets, Retirement Planning, Insurance, Estate Planning, Mutual Funds, Team Building, Strategic Financial..., Investments, Fundraising, Leadership Development, Term Life Insurance, Coaching, Fixed Annuities, Investment Advisory, Customer Service, Public Speaking, Small Business, Leadership, Strategic Planning
Education
Hamline University 1971 — 1973
Bachelor of Arts (B.A.), International Relations and Affairs
Inver Hills Community College 1970 — 1971
Associate of Arts (AA)
Morningside College 1964 — 1966
Eric Chaney Eric Chaney's Woodbury Financial Services Experience February 1998 - December 2013
Job Investment Advisor at Spectrum Financial Partners
Industry Financial Services
Experience
Spectrum Financial Partners / Woodbury Financial Services March 1998 - Present
Woodbury Financial Services February 1998 - December 2013
Skills
Retirement Planning, Investments, Series 7, Financial Planning, Mutual Funds, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services
Education
Boise State University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Spectrum Financial Partners / Woodbury Financial Services March 1998 - Present
Woodbury Financial Services February 1998 - December 2013
Skills
Retirement Planning, Investments, Series 7, Financial Planning, Mutual Funds, Fixed Annuities, Wealth Management, Financial Advisory, Financial Services
Education
Boise State University 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Chris Henning, ChFC® Chris Henning, ChFC®'s Woodbury Financial Services Experience May 2007 - July 2013
Job Consultant/Owner at Christopher Henning Consulting
Industry Financial Services
Experience
Christopher Henning Consulting July 2013 - Present
Woodbury Financial Services May 2007 - July 2013
Woodbury Financial Services April 1998 - May 2007
John Hancock Life Insurance Company (U.S.A.) May 1997 - July 1998
Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Securities, Training, Life Insurance, Financial Advisory, Financial Services, Retirement, Wealth, Series 63, Series 7
Education
The American College 2006 — 2010
ChFC, Financial Planning
Concordia College 1993 — 1997
B.A., Business Economics
Concordia University-St. Paul 1993 — 1997
B.A, Business Economics
Tartan Sr. High
Christopher Henning Consulting July 2013 - Present
Woodbury Financial Services May 2007 - July 2013
Woodbury Financial Services April 1998 - May 2007
John Hancock Life Insurance Company (U.S.A.) May 1997 - July 1998
Skills
Retirement Planning, Mutual Funds, Insurance, Strategic Financial..., Fixed Annuities, Securities, Training, Life Insurance, Financial Advisory, Financial Services, Retirement, Wealth, Series 63, Series 7
Education
The American College 2006 — 2010
ChFC, Financial Planning
Concordia College 1993 — 1997
B.A., Business Economics
Concordia University-St. Paul 1993 — 1997
B.A, Business Economics
Tartan Sr. High
Jody Doran Jody Doran's Woodbury Financial Services Experience August 2005 - January 2006
Job Agency Partner
Industry Online Media
Experience
Kenshoo January 2015 - Present
Acquisio January 2012 - December 2014
Microsoft May 2010 - January 2012
Microsoft June 2007 - May 2010
Microsoft April 2007 - June 2007
Banana Republic January 2006 - April 2007
Woodbury Financial Services August 2005 - January 2006
Ann Taylor December 2004 - August 2005
United Airlines January 1999 - January 2005
Skills
Service Operations, Process Improvement, PPC, Advertising, Account Management, Online Advertising, Operations Management, Management, MSN AdCenter, Google Adwords, Analytics, SEM, Digital Marketing, SEO, Search Advertising, Google Analytics, Program Management, Mobile Marketing, Web Analytics, Project Management, Strategy, Online Marketing, E-commerce, Product Marketing, Salesforce.com, Product Management, Mobile Advertising, Digital Strategy, Lead Generation, Facebook, Affiliate Marketing, Email Marketing, Web Marketing, Digital Media, Omniture, Conversion Optimization, Interactive Marketing, Display Advertising, Landing Page..., Integrated Marketing, Campaign Management, Media Buying, Strategic Partnerships, Organic Search, Online Lead Generation, Media Planning, Social Media Marketing, Advertising Sales, Ad Serving, CRM
Education
Art Institute of Fort Lauderdale
Studies in BS, Graphic Design
University of Phoenix
Studies in BS, Marketing
Kenshoo January 2015 - Present
Acquisio January 2012 - December 2014
Microsoft May 2010 - January 2012
Microsoft June 2007 - May 2010
Microsoft April 2007 - June 2007
Banana Republic January 2006 - April 2007
Woodbury Financial Services August 2005 - January 2006
Ann Taylor December 2004 - August 2005
United Airlines January 1999 - January 2005
Skills
Service Operations, Process Improvement, PPC, Advertising, Account Management, Online Advertising, Operations Management, Management, MSN AdCenter, Google Adwords, Analytics, SEM, Digital Marketing, SEO, Search Advertising, Google Analytics, Program Management, Mobile Marketing, Web Analytics, Project Management, Strategy, Online Marketing, E-commerce, Product Marketing, Salesforce.com, Product Management, Mobile Advertising, Digital Strategy, Lead Generation, Facebook, Affiliate Marketing, Email Marketing, Web Marketing, Digital Media, Omniture, Conversion Optimization, Interactive Marketing, Display Advertising, Landing Page..., Integrated Marketing, Campaign Management, Media Buying, Strategic Partnerships, Organic Search, Online Lead Generation, Media Planning, Social Media Marketing, Advertising Sales, Ad Serving, CRM
Education
Art Institute of Fort Lauderdale
Studies in BS, Graphic Design
University of Phoenix
Studies in BS, Marketing
Rae Reinhart Rae Reinhart's Woodbury Financial Services Experience January 2006 - January 2011
Job DEALER BUSINESS MANAGER, CONSULTANT, STRATEGIC ACCOUNT SPECIALIST, MARKETING AND EVENTS, Steelcase
Industry Furniture
Experience
Steelcase June 2014 - Present
Forest Akers Golf Course September 2013 - May 2014
Michigan State University Office of the Vice President December 2012 - May 2014
Project Green & White Organization August 2012 - May 2014
Target June 2013 - August 2013
The Gilmore Collection May 2011 - August 2012
Woodbury Financial Services January 2006 - January 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Social Networking, Customer Service, Data Analysis, Event Planning, Marketing, Access, Advertising, Management, Facebook, Blogging, Time Management, Public Speaking, Spanish, Leadership, Outlook, Social Media Marketing, Public Relations, Critical Thinking, Fundraising, Community Outreach, Sales, Photoshop, Marketing Communications, Team Leadership, Retail, Customer Satisfaction, Marketing Strategy, Project Management, Windows, Strategy, Data Entry, Email Marketing, Video Editing, Editing, Highly detail oriented, SPSS, Market Research, Nonprofits, Research, Communication, Strategic Planning, Negotiation, Sales Operations, Training
Education
Michigan State University 2010 — 2014
Bachelor's, Business Marketing, Sales and Communication, Senior
South Christian High School 2006 — 2010
GED
Steelcase June 2014 - Present
Forest Akers Golf Course September 2013 - May 2014
Michigan State University Office of the Vice President December 2012 - May 2014
Project Green & White Organization August 2012 - May 2014
Target June 2013 - August 2013
The Gilmore Collection May 2011 - August 2012
Woodbury Financial Services January 2006 - January 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Social Networking, Customer Service, Data Analysis, Event Planning, Marketing, Access, Advertising, Management, Facebook, Blogging, Time Management, Public Speaking, Spanish, Leadership, Outlook, Social Media Marketing, Public Relations, Critical Thinking, Fundraising, Community Outreach, Sales, Photoshop, Marketing Communications, Team Leadership, Retail, Customer Satisfaction, Marketing Strategy, Project Management, Windows, Strategy, Data Entry, Email Marketing, Video Editing, Editing, Highly detail oriented, SPSS, Market Research, Nonprofits, Research, Communication, Strategic Planning, Negotiation, Sales Operations, Training
Education
Michigan State University 2010 — 2014
Bachelor's, Business Marketing, Sales and Communication, Senior
South Christian High School 2006 — 2010
GED
Douglas Gallwas, CRPC ® Douglas Gallwas, CRPC ®'s Woodbury Financial Services Experience 1991 - Present
Job Managing Partner, GT Financial Advisors, LLC
Industry Financial Services
Experience
GT Financial Advisors 1991 - Present
Woodbury Financial Services 1991 - Present
Intervest International Equities 1989 - 1991
Prudential Financial 1988 - 1989
Boys Town (Childrens Industrial Home) 1987 - 1988
U.S. Department of State 1985 - 1985
Army National Guard 1982 - 1985
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC ®
College for Financial Planning 1994 — 1997
Completed the Certified Financial Planner Professional Education Program
Humboldt State University
Bachelor's Degree Economics ~ Bachelor's Degree Political Science ~ Minor in Art History
The University of Connecticut 1982 — 1984
Minor in Military Science, ARMY - ROTC
GT Financial Advisors 1991 - Present
Woodbury Financial Services 1991 - Present
Intervest International Equities 1989 - 1991
Prudential Financial 1988 - 1989
Boys Town (Childrens Industrial Home) 1987 - 1988
U.S. Department of State 1985 - 1985
Army National Guard 1982 - 1985
Education
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC ®
College for Financial Planning 1994 — 1997
Completed the Certified Financial Planner Professional Education Program
Humboldt State University
Bachelor's Degree Economics ~ Bachelor's Degree Political Science ~ Minor in Art History
The University of Connecticut 1982 — 1984
Minor in Military Science, ARMY - ROTC
Chris Toney's Woodbury Financial Services Experience 2000 - 2001
Job ITSM Analyst at LTCG
Industry Information Technology and Services
Experience
LTCG November 2014 - Present
Univita Health Inc November 2012 - November 2014
Univita Health Inc April 2008 - October 2012
Long Term Care Group, Inc. May 2007 - March 2008
Long Term Care Group June 2006 - May 2007
Long Term Care Group August 2005 - June 2006
Long Term Care Group January 2005 - August 2005
Long Term Care Group May 2002 - September 2004
Woodbury Financial Services 2000 - 2001
Fortis Financial Group 1998 - 2000
Skills
Active Directory, ITIL, Windows 7, Customer Satisfaction, Teamwork, Emerging Technologies, HP Service Manager, Troubleshooting, Customer Service, Computer Hardware, Windows, SharePoint, Problem Solving, Microsoft Office, HTML, Team Building, Visio, SQL, Avaya, Microsoft Word, Software Documentation, Management, Citrix, Active Directory Users..., Active Directory..., Avaya Site..., Documentation, Exchange Management..., Fluent English, ITIL v3 Foundations..., Logical Thinker, Listening to customers, Mentoring, Organization, Query Analyzer, User Documentation, VMware, People Skills, Calming, Process Improvement, MS Project, Vendor Management, Training, Windows Server, Microsoft Exchange, Networking, Technical Support, System Administration, XP, Call Centers
Education
Concordia University-St. Paul 1999 — 2001
BA, Communications, B+ Student
National American University 1993 — 1995
AAS, Computer Systems, B+ Student
The University of Texas at San Antonio 1982 — 1990
General Studies
Williamsville East High School 1975 — 1978
Diploma, B- Student
LTCG November 2014 - Present
Univita Health Inc November 2012 - November 2014
Univita Health Inc April 2008 - October 2012
Long Term Care Group, Inc. May 2007 - March 2008
Long Term Care Group June 2006 - May 2007
Long Term Care Group August 2005 - June 2006
Long Term Care Group January 2005 - August 2005
Long Term Care Group May 2002 - September 2004
Woodbury Financial Services 2000 - 2001
Fortis Financial Group 1998 - 2000
Skills
Active Directory, ITIL, Windows 7, Customer Satisfaction, Teamwork, Emerging Technologies, HP Service Manager, Troubleshooting, Customer Service, Computer Hardware, Windows, SharePoint, Problem Solving, Microsoft Office, HTML, Team Building, Visio, SQL, Avaya, Microsoft Word, Software Documentation, Management, Citrix, Active Directory Users..., Active Directory..., Avaya Site..., Documentation, Exchange Management..., Fluent English, ITIL v3 Foundations..., Logical Thinker, Listening to customers, Mentoring, Organization, Query Analyzer, User Documentation, VMware, People Skills, Calming, Process Improvement, MS Project, Vendor Management, Training, Windows Server, Microsoft Exchange, Networking, Technical Support, System Administration, XP, Call Centers
Education
Concordia University-St. Paul 1999 — 2001
BA, Communications, B+ Student
National American University 1993 — 1995
AAS, Computer Systems, B+ Student
The University of Texas at San Antonio 1982 — 1990
General Studies
Williamsville East High School 1975 — 1978
Diploma, B- Student
Lori VandenBerg, LUTCF, CLTC, CLU, ChFC's Woodbury Financial Services Experience May 1999 - July 2004
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
NYLIFE Securities LLC July 2004 - Present
Woodbury Financial Services May 1999 - July 2004
Skills
Retirement Planning, Estate Planning, IRAs, Financial Services, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Investments, Life Insurance..., Educational Funding..., IRA Rollovers, CLU- Chartered Life..., LUTCF, Securities, Term Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Sales
Education
Azusa Pacific University 1995 — 1999
Bachelor of Science (BS), Accounting
Valley Christian High School 1990 — 1995
NYLIFE Securities LLC July 2004 - Present
Woodbury Financial Services May 1999 - July 2004
Skills
Retirement Planning, Estate Planning, IRAs, Financial Services, Long Term Care Insurance, 401k Rollovers, Annuity Sales, Investments, Life Insurance..., Educational Funding..., IRA Rollovers, CLU- Chartered Life..., LUTCF, Securities, Term Life Insurance, Disability Insurance, Long-term Care, Employee Benefits, Sales
Education
Azusa Pacific University 1995 — 1999
Bachelor of Science (BS), Accounting
Valley Christian High School 1990 — 1995
Anita J Patel Anita J Patel's Woodbury Financial Services Experience May 2009 - June 2010
Job Independent Financial Advisor
Industry Financial Services
Experience
Anita J Patel July 2010 - Present
Woodbury Financial Services May 2009 - June 2010
Financial Network Investment Corp May 2007 - May 2009
Waddell & Reed May 2005 - May 2007
Santa Fe Community College 2004 - 2007
Carlin Equities Corp October 2002 - January 2004
The Hired Guns November 2000 - December 2001
Clay Finlay October 1996 - August 2000
SEI Corp July 1994 - October 1996
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Managment, Fixed Annuities, Mutual Funds, Small Business, Investment Advisory, Pensions, Securities, Equities, Asset Management, Retirement, Risk Management, Financial Planners, Investment Strategies, Finance, Personal Finance, Asset Allocation, Long-term Care, Alternative Investments, Wealth Management..., Uniform Combined State..., Investment Management, Series 7, Financial Services, Life Insurance, Bonds, Wealth, IRAs, Series 24, Wealth Accumulation, Disability Insurance, 401k, Roth IRA, Stocks, FINRA, Fixed Income, Long Term Care Insurance
Education
University of Pennsylvania 1990 — 1994
BS, Economics, Multinational Management, Japanese
International Christian University 1992 — 1993
1 Year Exchange, Japanese Studies
TJHSS&T 1986 — 1990
Anita J Patel July 2010 - Present
Woodbury Financial Services May 2009 - June 2010
Financial Network Investment Corp May 2007 - May 2009
Waddell & Reed May 2005 - May 2007
Santa Fe Community College 2004 - 2007
Carlin Equities Corp October 2002 - January 2004
The Hired Guns November 2000 - December 2001
Clay Finlay October 1996 - August 2000
SEI Corp July 1994 - October 1996
Skills
Strategic Financial..., Estate Planning, Financial Advisory, Investments, Retirement Planning, Portfolio Management, Wealth Management, Asset Managment, Fixed Annuities, Mutual Funds, Small Business, Investment Advisory, Pensions, Securities, Equities, Asset Management, Retirement, Risk Management, Financial Planners, Investment Strategies, Finance, Personal Finance, Asset Allocation, Long-term Care, Alternative Investments, Wealth Management..., Uniform Combined State..., Investment Management, Series 7, Financial Services, Life Insurance, Bonds, Wealth, IRAs, Series 24, Wealth Accumulation, Disability Insurance, 401k, Roth IRA, Stocks, FINRA, Fixed Income, Long Term Care Insurance
Education
University of Pennsylvania 1990 — 1994
BS, Economics, Multinational Management, Japanese
International Christian University 1992 — 1993
1 Year Exchange, Japanese Studies
TJHSS&T 1986 — 1990
Ann Pauley Ann Pauley's Woodbury Financial Services Experience August 2006 - November 2012
Job Financial Planner at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research November 2012 - Present
Insurance and Financial Leaders of the Southeast 2013 - 2013
Woodbury Financial Services August 2006 - November 2012
AXA Equitable March 2001 - August 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Insurance, Financial Advisory, Investment Strategies, Pensions, Asset Management, Wealth, Financial Analysis, Asset Allocation, Risk Management, Series 7, Financial Planning, IRAs
Education
Columbia College (SC) 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Cambridge Investment Research November 2012 - Present
Insurance and Financial Leaders of the Southeast 2013 - 2013
Woodbury Financial Services August 2006 - November 2012
AXA Equitable March 2001 - August 2006
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Retirement, Estate Planning, Portfolio Management, Mutual Funds, Investment Advisory, Insurance, Financial Advisory, Investment Strategies, Pensions, Asset Management, Wealth, Financial Analysis, Asset Allocation, Risk Management, Series 7, Financial Planning, IRAs
Education
Columbia College (SC) 1994 — 1998
Bachelor of Arts (B.A.), Business Administration and Management, General
Carolyn Bott Carolyn Bott's Woodbury Financial Services Experience November 2009 - July 2012
Job Sr. Graphic Designer at Woodbury Financial
Industry Graphic Design
Experience
Woodbury Financial Services November 2009 - July 2012
Carrot March 2008 - September 2009
Bloomington Symphony Orchestra October 2005 - October 2008
Lowertown Advertising June 2003 - December 2007
Self Employed September 1998 - June 2003
Damark International April 1998 - September 1998
Twin Cities Home and Family Magazine January 1998 - April 1998
Skills
InDesign, Logo Design, Art Direction, Illustrator, Graphic Design, Brochures, Layout, QuarkXPress, Mac, Catalogs, Advertising, Newsletters
Education
American Academy of Acupuncture and Oriental Medicine 2013 — 2018
Master of Arts (M.A.), Acupuncture and Oriental Medicine
St. Catherine University 1995 — 1997
B.A., Psychology, Studio Art
Normandale Community College 1993 — 1995
Psychology, Studio Art
Lakeville Senior High School 1989 — 1992
Woodbury Financial Services November 2009 - July 2012
Carrot March 2008 - September 2009
Bloomington Symphony Orchestra October 2005 - October 2008
Lowertown Advertising June 2003 - December 2007
Self Employed September 1998 - June 2003
Damark International April 1998 - September 1998
Twin Cities Home and Family Magazine January 1998 - April 1998
Skills
InDesign, Logo Design, Art Direction, Illustrator, Graphic Design, Brochures, Layout, QuarkXPress, Mac, Catalogs, Advertising, Newsletters
Education
American Academy of Acupuncture and Oriental Medicine 2013 — 2018
Master of Arts (M.A.), Acupuncture and Oriental Medicine
St. Catherine University 1995 — 1997
B.A., Psychology, Studio Art
Normandale Community College 1993 — 1995
Psychology, Studio Art
Lakeville Senior High School 1989 — 1992
Kerry Kanyer Kerry Kanyer's Woodbury Financial Services Experience May 2003 - July 2003
Job Manager Employee Relations, Premera Blue Cross
Industry Human Resources
Experience
Premera Blue Cross April 2015 - Present
Premera Blue Cross July 2012 - March 2015
BlackBerry April 2011 - July 2012
Virginia Mason Medical Center May 2007 - April 2011
Virginia Mason Medical Center December 2006 - May 2007
Virginia Mason Medical Center September 2004 - December 2006
Virginia Mason Medical Center September 2003 - September 2004
Woodbury Financial Services May 2003 - July 2003
Skills
Employee Relations, Performance Management, Talent Management, Employee Engagement, Human Resources, Organizational..., Workforce Planning, Change Management, Coaching, Conflict Resolution, Employee Training, Employment Law, FMLA, HR Policies, Hiring, Interviews, Leadership, Leadership Development, Management, New Hire Orientations, Personnel Management, Policy, Program Management, Team Building, Training
Education
Seattle Pacific University - School of Business and Economics
Masters of Business Administration, Human Resource Management
Gonzaga University - School of Business Administration
Bachelor of Business Administration, Human Resource Management
Premera Blue Cross April 2015 - Present
Premera Blue Cross July 2012 - March 2015
BlackBerry April 2011 - July 2012
Virginia Mason Medical Center May 2007 - April 2011
Virginia Mason Medical Center December 2006 - May 2007
Virginia Mason Medical Center September 2004 - December 2006
Virginia Mason Medical Center September 2003 - September 2004
Woodbury Financial Services May 2003 - July 2003
Skills
Employee Relations, Performance Management, Talent Management, Employee Engagement, Human Resources, Organizational..., Workforce Planning, Change Management, Coaching, Conflict Resolution, Employee Training, Employment Law, FMLA, HR Policies, Hiring, Interviews, Leadership, Leadership Development, Management, New Hire Orientations, Personnel Management, Policy, Program Management, Team Building, Training
Education
Seattle Pacific University - School of Business and Economics
Masters of Business Administration, Human Resource Management
Gonzaga University - School of Business Administration
Bachelor of Business Administration, Human Resource Management
Alfredo Francisco Alfredo Francisco's Woodbury Financial Services Experience January 2002 - May 2007
Job Sales Representative at UnitedHealthCare Medicare Solutions
Industry Marketing and Advertising
Experience
UnitedHealthcare April 2008 - Present
Woodbury Financial Services January 2002 - May 2007
MetLife February 1998 - May 2001
Skills
Customer Service, Business Analysis, Microsoft Office, Financial Analysis, Sales Process, Sales Presentations, Selling, Project Management, Management Consulting, Account Management, Leadership, Sales, Marketing, Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Public Speaking, Social Media Marketing
Education
San Sebastian College 1969 — 1973
Bachelor of Business Administration (BBA), Accounting and Finance
San Sebastian College - Recoletos de Cavite
Bachelor of Commerce (BCom), Accounting
UnitedHealthcare April 2008 - Present
Woodbury Financial Services January 2002 - May 2007
MetLife February 1998 - May 2001
Skills
Customer Service, Business Analysis, Microsoft Office, Financial Analysis, Sales Process, Sales Presentations, Selling, Project Management, Management Consulting, Account Management, Leadership, Sales, Marketing, Strategic Planning, Team Building, Entrepreneurship, Marketing Strategy, Public Speaking, Social Media Marketing
Education
San Sebastian College 1969 — 1973
Bachelor of Business Administration (BBA), Accounting and Finance
San Sebastian College - Recoletos de Cavite
Bachelor of Commerce (BCom), Accounting
Rosie Gaede Rosie Gaede's Woodbury Financial Services Experience 2003 - 2004
Job Accounting Supervisor at East Valley Water District
Industry Utilities
Experience
East Valley Water District December 2012 - August 2013
City of Upland March 2005 - November 2012
Ajilon Staffing/ City of Upland August 2004 - March 2005
Woodbury Financial Services 2003 - 2004
Skills
Accounting, Microsoft Office
Education
University of La Verne 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
Biola University 1999 — 2003
Bachelor of Arts (B.A.), Intercultural Studies
East Valley Water District December 2012 - August 2013
City of Upland March 2005 - November 2012
Ajilon Staffing/ City of Upland August 2004 - March 2005
Woodbury Financial Services 2003 - 2004
Skills
Accounting, Microsoft Office
Education
University of La Verne 2008 — 2010
Master of Business Administration (M.B.A.), Accounting
Biola University 1999 — 2003
Bachelor of Arts (B.A.), Intercultural Studies
Benjamin Bernard's Woodbury Financial Services Experience 2007 - 2011
Job Financial Advisor at Erstad Financial
Industry Financial Services
Experience
Erstad Financial January 2012 - Present
Woodbury Financial Services 2007 - 2011
Skills
Retirement Planning, Retirement, Licensed Life Insurance..., Fixed Annuities, Estate Planning, 401k, Insurance, Strategic Financial..., Succession Planning, Disability Insurance, Series 63, Series 7, 401k Rollovers, Mutual Funds, Life Insurance, IRAs, Investments, Wealth Management
Education
Minnesota State University, Mankato 2001 — 2006
Finance, Financial Planning and Insurance
Minnesota State University, Mankato
Erstad Financial January 2012 - Present
Woodbury Financial Services 2007 - 2011
Skills
Retirement Planning, Retirement, Licensed Life Insurance..., Fixed Annuities, Estate Planning, 401k, Insurance, Strategic Financial..., Succession Planning, Disability Insurance, Series 63, Series 7, 401k Rollovers, Mutual Funds, Life Insurance, IRAs, Investments, Wealth Management
Education
Minnesota State University, Mankato 2001 — 2006
Finance, Financial Planning and Insurance
Minnesota State University, Mankato
Melissa Chipman's Woodbury Financial Services Experience June 2014 - Present
Job Investment Advisor Representative with Woodbury Financial Services, Inc.
Industry Financial Services
Experience
Ross Financial Planning Inc. June 2014 - Present
Woodbury Financial Services June 2014 - Present
Prudential Financial February 2007 - May 2014
Skills
Retirement, Fixed Annuities, Life Insurance, Estate Planning, Financial Planning, Investments, Insurance, 401k, Finance, Financial Services
Education
Middle Tennessee State University 2001 — 2005
Bachelor's Degree, Business Administration
Watertown High School 1998 — 2001
Ross Financial Planning Inc. June 2014 - Present
Woodbury Financial Services June 2014 - Present
Prudential Financial February 2007 - May 2014
Skills
Retirement, Fixed Annuities, Life Insurance, Estate Planning, Financial Planning, Investments, Insurance, 401k, Finance, Financial Services
Education
Middle Tennessee State University 2001 — 2005
Bachelor's Degree, Business Administration
Watertown High School 1998 — 2001
Lisa A. Anderson Lisa A. Anderson's Woodbury Financial Services Experience December 2004 - November 2009
Job Sr. Retention Representative at Prudential Financial
Industry Financial Services
Experience
ING 2011 - 2013
Woodbury Financial Services December 2004 - November 2009
Hermanson Dental April 1999 - March 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Insurance, Relationship Management, Product Management, Market Analysis, Product Launch, Cross-functional Team..., Strategic Planning, Financial Services, Competitive Analysis, Process Improvement, Web Marketing, Project Management
Education
University of St. Thomas - School of Business
Mini Masters of Marketing
Minnesota State University, Mankato
B.S. Business Administration
The American College
CLU, ChFC
ING 2011 - 2013
Woodbury Financial Services December 2004 - November 2009
Hermanson Dental April 1999 - March 2004
Skills
Marketing Strategy, Marketing Communications, Marketing, Insurance, Relationship Management, Product Management, Market Analysis, Product Launch, Cross-functional Team..., Strategic Planning, Financial Services, Competitive Analysis, Process Improvement, Web Marketing, Project Management
Education
University of St. Thomas - School of Business
Mini Masters of Marketing
Minnesota State University, Mankato
B.S. Business Administration
The American College
CLU, ChFC
Mark Eide Mark Eide's Woodbury Financial Services Experience April 2006 - December 2010
Job General Counsel
Industry Legal Services
Experience
Imeriti January 2012 - Present
Mark Eide Law Group January 2011 - August 2013
Woodbury Financial Services April 2006 - December 2010
Skills
Risk Management, Estate Planning, Securities, Insurance, Legal Research, FINRA, Corporate Law, Real Estate, Financial Services, Uniform Combined State..., Series 24, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Financial Planning, Series 7, Strategic Planning, Life Insurance, Fixed Annuities, Series 63, Wealth Management
Education
Hamline University School of Law 2002 — 2005
Juris Doctorate, Law
Imeriti January 2012 - Present
Mark Eide Law Group January 2011 - August 2013
Woodbury Financial Services April 2006 - December 2010
Skills
Risk Management, Estate Planning, Securities, Insurance, Legal Research, FINRA, Corporate Law, Real Estate, Financial Services, Uniform Combined State..., Series 24, Strategic Financial..., Mutual Funds, Retirement Planning, Investments, Retirement, 401k, Financial Planning, Series 7, Strategic Planning, Life Insurance, Fixed Annuities, Series 63, Wealth Management
Education
Hamline University School of Law 2002 — 2005
Juris Doctorate, Law
Christine Loberg's Woodbury Financial Services Experience October 2007 - 2010
Job Regional Sales Manager at Bremer Investments
Industry Financial Services
Experience
Bremer Investments May 2015 - Present
U.S. Bancorp Investments, Inc. September 2010 - October 2014
Woodbury Financial Services October 2007 - 2010
Allstate Insurance, Loberg & Associates - P&C and Financial Services 2002 - 2007
Thrivent Financial for Lutherans 1995 - 2002
Skills
Strategic Visionary, Coaching, Leadership, Team Leadership, Cross-functional Team..., Project Management, Change Management, Sales Management, Operations Management, Training, Diversity & Inclusion, Insurance Agency..., Customer Service..., Financial Services, Solution Selling, Insurance, Investments, Managing Agency..., Segmentation, Sales Operations, Customer Segmentation..., Contact Center..., Call Center Development, Portfolio Management, Business Development, Series 7, Strategy, Marketing, Fixed Annuities, Mutual Funds, Series 63, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Series 24, Life & Health Insurance..., Property & Casualty..., iOS Development, Sales, Inside Sales, Lead Generation, Online Lead Generation, Call Centers, Banking, Target Marketing, Financial Planning
Education
Minnesota State University, Mankato
Finance & Economics
University of Saint Thomas
MBA
Bremer Investments May 2015 - Present
U.S. Bancorp Investments, Inc. September 2010 - October 2014
Woodbury Financial Services October 2007 - 2010
Allstate Insurance, Loberg & Associates - P&C and Financial Services 2002 - 2007
Thrivent Financial for Lutherans 1995 - 2002
Skills
Strategic Visionary, Coaching, Leadership, Team Leadership, Cross-functional Team..., Project Management, Change Management, Sales Management, Operations Management, Training, Diversity & Inclusion, Insurance Agency..., Customer Service..., Financial Services, Solution Selling, Insurance, Investments, Managing Agency..., Segmentation, Sales Operations, Customer Segmentation..., Contact Center..., Call Center Development, Portfolio Management, Business Development, Series 7, Strategy, Marketing, Fixed Annuities, Mutual Funds, Series 63, Strategic Financial..., Wealth Management, Retirement Planning, Securities, Series 24, Life & Health Insurance..., Property & Casualty..., iOS Development, Sales, Inside Sales, Lead Generation, Online Lead Generation, Call Centers, Banking, Target Marketing, Financial Planning
Education
Minnesota State University, Mankato
Finance & Economics
University of Saint Thomas
MBA
Nicole Mazer Nicole Mazer's Woodbury Financial Services Experience September 2009 - December 2014
Job Marketing Consultant and Social Media Specialist
Industry Marketing and Advertising
Experience
Marketing Consultant and Social Media Specialist January 2012 - Present
Event Marketing Specialist 2008 - Present
Woodbury Financial Services September 2009 - December 2014
Edward Jones 2009 - 2010
310 Athletics 2001 - 2008
CUTCO Cutlery 2000 - 2008
St. Anthony of Padua 2000 - 2008
Best Buy 2001 - 2002
Hometown Buffet 1998 - 2000
Skills
Financial Analysis, Sales Management, Fixed Annuities, Disability Insurance, Team Building, Series 7, Budgets, Retirement Planning, Financial Advisory, Customer Service, Investment Advisory, Uniform Combined State..., Portfolio Management, Financial Modeling, Finance, Investment Strategies, Financial Services, 401k, Financial Planners, Financial Goals, Insurance, Life Insurance, Microsoft Office, Asset Managment, Sales, Mutual Funds, Series 6, Wealth, Equities, Social Networking, Personal Finance, Retail, Small Business, Direct Sales, Strategic Financial..., Strategic Planning, Microsoft Excel, Asset Allocation, Retirement, Term Life Insurance, Series 63, Investments, Social Media Marketing, Long-term Care, Marketing, Securities, Marketing Strategy, Wealth Management, Account Management, New Business Development
Education
California State University-Long Beach 2000 — 2005
BS, Finance, Real Estate & Law (Concentration on Investments)
Marketing Consultant and Social Media Specialist January 2012 - Present
Event Marketing Specialist 2008 - Present
Woodbury Financial Services September 2009 - December 2014
Edward Jones 2009 - 2010
310 Athletics 2001 - 2008
CUTCO Cutlery 2000 - 2008
St. Anthony of Padua 2000 - 2008
Best Buy 2001 - 2002
Hometown Buffet 1998 - 2000
Skills
Financial Analysis, Sales Management, Fixed Annuities, Disability Insurance, Team Building, Series 7, Budgets, Retirement Planning, Financial Advisory, Customer Service, Investment Advisory, Uniform Combined State..., Portfolio Management, Financial Modeling, Finance, Investment Strategies, Financial Services, 401k, Financial Planners, Financial Goals, Insurance, Life Insurance, Microsoft Office, Asset Managment, Sales, Mutual Funds, Series 6, Wealth, Equities, Social Networking, Personal Finance, Retail, Small Business, Direct Sales, Strategic Financial..., Strategic Planning, Microsoft Excel, Asset Allocation, Retirement, Term Life Insurance, Series 63, Investments, Social Media Marketing, Long-term Care, Marketing, Securities, Marketing Strategy, Wealth Management, Account Management, New Business Development
Education
California State University-Long Beach 2000 — 2005
BS, Finance, Real Estate & Law (Concentration on Investments)
Rhonda Stossel Rhonda Stossel's Woodbury Financial Services Experience June 2009 - March 2013
Job Member Relations Representative at Matrix Medical Network
Industry Hospital & Health Care
Experience
Matrix Medical Network March 2015 - Present
Kforce Inc December 2014 - February 2015
Nationwide Financial May 2014 - December 2014
Capital University August 2010 - May 2014
The Dental Sleep Network May 2013 - October 2013
Capital University April 2012 - August 2013
Abercrombie & Fitch June 2012 - May 2013
Woodbury Financial Services June 2009 - March 2013
Charlotte Russe June 2011 - August 2011
Skills
Social Media, Social Networking, Microsoft Office, Sales, Team Building, Customer Service, PowerPoint, Microsoft Word, Marketing, Leadership, Facebook
Education
Capital University 2010 — 2014
Bachelor of Arts (B.A.), Business Leadership and Management
Matrix Medical Network March 2015 - Present
Kforce Inc December 2014 - February 2015
Nationwide Financial May 2014 - December 2014
Capital University August 2010 - May 2014
The Dental Sleep Network May 2013 - October 2013
Capital University April 2012 - August 2013
Abercrombie & Fitch June 2012 - May 2013
Woodbury Financial Services June 2009 - March 2013
Charlotte Russe June 2011 - August 2011
Skills
Social Media, Social Networking, Microsoft Office, Sales, Team Building, Customer Service, PowerPoint, Microsoft Word, Marketing, Leadership, Facebook
Education
Capital University 2010 — 2014
Bachelor of Arts (B.A.), Business Leadership and Management
Roxanne Blade's Woodbury Financial Services Experience September 2009 - November 2011
Job Certified Financial Planner and Investment Advisor Representative at National Planning Corporation (NPC)
Industry Financial Services
Experience
National Planning Corporation (NPC) February 2012 - Present
Woodbury Financial Services September 2009 - November 2011
American Express Financial Advisors October 1996 - June 2006
Skills
Independent Financial..., Retirement Plan..., Wealth Management..., Wealth Accumulation..., Holistic Financial...
Education
Florida State University - College of Business 1990 — 1992
Bachelor's degree, Finance and International Business
National Planning Corporation (NPC) February 2012 - Present
Woodbury Financial Services September 2009 - November 2011
American Express Financial Advisors October 1996 - June 2006
Skills
Independent Financial..., Retirement Plan..., Wealth Management..., Wealth Accumulation..., Holistic Financial...
Education
Florida State University - College of Business 1990 — 1992
Bachelor's degree, Finance and International Business
Tony Richardson CLU Tony Richardson CLU's Woodbury Financial Services Experience 2001 - Present
Job Regional Vice President at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services 2001 - Present
ING Investment Management 1995 - 2001
Travelers 1978 - 1995
Skills
Financial Services, Sales, Series 7, Recruiting, Fixed Annuities, Financial Advisory, Securities, Management, Life Insurance
Education
Middle Tennessee State University 1972 — 1977
Bachelor of Science (B.S.)
Woodbury Financial Services 2001 - Present
ING Investment Management 1995 - 2001
Travelers 1978 - 1995
Skills
Financial Services, Sales, Series 7, Recruiting, Fixed Annuities, Financial Advisory, Securities, Management, Life Insurance
Education
Middle Tennessee State University 1972 — 1977
Bachelor of Science (B.S.)
Chun Lee Chun Lee's Woodbury Financial Services Experience January 1993 - September 2001
Job LPL Financial Advisor, Certified Financial Planner™, Registered Principal
Industry Financial Services
Experience
LPL Financial September 2001 - Present
Woodbury Financial Services January 1993 - September 2001
Skills
Financial Planning, Retirement Planning, Wealth Management, College Education..., Tax-advantaged..., Estate Planning
Education
City University of Seattle 1990 — 1992
Master of Business Administration (M.B.A.), Financial Management
University of Washington 1986 — 1989
Bachelor of Science (B.S.), Chemical Engineering
La Salle 1973 — 1984
LPL Financial September 2001 - Present
Woodbury Financial Services January 1993 - September 2001
Skills
Financial Planning, Retirement Planning, Wealth Management, College Education..., Tax-advantaged..., Estate Planning
Education
City University of Seattle 1990 — 1992
Master of Business Administration (M.B.A.), Financial Management
University of Washington 1986 — 1989
Bachelor of Science (B.S.), Chemical Engineering
La Salle 1973 — 1984
Tanya Schwartz Tanya Schwartz's Woodbury Financial Services Experience June 2001 - August 2002
Job Pricing and Contracts Analyst at Great River Energy
Industry Utilities
Experience
Great River Energy October 2008 - Present
Great River Energy January 2008 - September 2008
MTS Systems August 2005 - December 2007
MTS Systems January 2005 - July 2005
L&L Management Services Inc September 2002 - December 2004
Woodbury Financial Services June 2001 - August 2002
Skills
Rate Design, Contractual Agreements, Utility Rate Analysis, Priority Management, Team Leadership, Analyzing Complex..., Summarizing Complex..., Discussion Facilitation, Process Design and..., Relationship-building..., Written & Verbal..., Proficient in Microsoft..., Detail Oriented, Training Needs Analysis, Management, Forecasting, Project Management, Business Process..., Budgets
Education
St. Cloud State University 2009 — 2011
Master of Business Administration (M.B.A.)
University of St. Thomas 2003 — 2004
Coursework towards a Masters Degree in English
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts (BA), Business Management
Great River Energy October 2008 - Present
Great River Energy January 2008 - September 2008
MTS Systems August 2005 - December 2007
MTS Systems January 2005 - July 2005
L&L Management Services Inc September 2002 - December 2004
Woodbury Financial Services June 2001 - August 2002
Skills
Rate Design, Contractual Agreements, Utility Rate Analysis, Priority Management, Team Leadership, Analyzing Complex..., Summarizing Complex..., Discussion Facilitation, Process Design and..., Relationship-building..., Written & Verbal..., Proficient in Microsoft..., Detail Oriented, Training Needs Analysis, Management, Forecasting, Project Management, Business Process..., Budgets
Education
St. Cloud State University 2009 — 2011
Master of Business Administration (M.B.A.)
University of St. Thomas 2003 — 2004
Coursework towards a Masters Degree in English
Gustavus Adolphus College 1997 — 2001
Bachelor of Arts (BA), Business Management
Nathan Krampe, CFP® Nathan Krampe, CFP®'s Woodbury Financial Services Experience January 2006 - January 2007
Job Vice President, CERTIFIED FINANCIAL PLANNER™ professional at Summit Investment Advisors
Industry Financial Services
Experience
Summit Investment Advisors March 2007 - Present
LPL Financial March 2007 - Present
Woodbury Financial Services January 2006 - January 2007
3M 2001 - 2006
3M 2001 - 2006
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement, Investment Strategies, Finance, Retirement Planning, 401k, Fixed Annuities, Management, Estate Planning, Employee Benefits, Asset Allocation, Financial Services, Tax, Insurance, IRAs, Wealth, Small Business, Accounting, Disability Insurance, Long-term Care, Series 7, Strategic Planning, Series 63, Analysis, Portfolio Management, Financial Planning
Education
College for Financial Planning 2012 — 2012
CFP® Certification Professional Education Program, CERTIFIED FINANCIAL PLANNER™
University of Minnesota-Twin Cities 2001 — 2005
BIS, Marketing, Computer Science, Communications
MPA
MPA
Mounds Park
Summit Investment Advisors March 2007 - Present
LPL Financial March 2007 - Present
Woodbury Financial Services January 2006 - January 2007
3M 2001 - 2006
3M 2001 - 2006
Skills
Investments, Wealth Management, Strategic Financial..., Financial Advisory, Mutual Funds, Retirement, Investment Strategies, Finance, Retirement Planning, 401k, Fixed Annuities, Management, Estate Planning, Employee Benefits, Asset Allocation, Financial Services, Tax, Insurance, IRAs, Wealth, Small Business, Accounting, Disability Insurance, Long-term Care, Series 7, Strategic Planning, Series 63, Analysis, Portfolio Management, Financial Planning
Education
College for Financial Planning 2012 — 2012
CFP® Certification Professional Education Program, CERTIFIED FINANCIAL PLANNER™
University of Minnesota-Twin Cities 2001 — 2005
BIS, Marketing, Computer Science, Communications
MPA
MPA
Mounds Park
Caitlin Chamberlain Caitlin Chamberlain's Woodbury Financial Services Experience May 2008 - August 2010
Job Billing Coordinator at Minnesota Mental Health Clinics
Industry Nonprofit Organization Management
Experience
Minnesota Mental Health Clinics March 2013 - March 2014
Kelly Services July 2012 - October 2012
Minnesota State University, Mankato Annual Fund September 2011 - April 2012
The Imagery June 2010 - July 2011
Woodbury Financial Services May 2008 - August 2010
Savage City Hall May 2009 - August 2009
Valleyfair Family Amusement Park May 2009 - August 2009
Wacky Bear November 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Works, PowerPoint, Outlook Express, Microsoft Publisher, Web Design, Desktop Publishing, Advantced Word..., Spanish, Social Networking, Morningstar, Internet Explorer, Firefox, Account Reconciliation, Medical Billing, Health Insurance, Invoicing, Customer Service, Teamwork, Data Entry, Management
Education
Minnesota State University, Mankato 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Minnesota Mental Health Clinics March 2013 - March 2014
Kelly Services July 2012 - October 2012
Minnesota State University, Mankato Annual Fund September 2011 - April 2012
The Imagery June 2010 - July 2011
Woodbury Financial Services May 2008 - August 2010
Savage City Hall May 2009 - August 2009
Valleyfair Family Amusement Park May 2009 - August 2009
Wacky Bear November 2007 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Access, Microsoft Works, PowerPoint, Outlook Express, Microsoft Publisher, Web Design, Desktop Publishing, Advantced Word..., Spanish, Social Networking, Morningstar, Internet Explorer, Firefox, Account Reconciliation, Medical Billing, Health Insurance, Invoicing, Customer Service, Teamwork, Data Entry, Management
Education
Minnesota State University, Mankato 2009 — 2012
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Johanna Blackwell, RP® Johanna Blackwell, RP®'s Woodbury Financial Services Experience September 2006 - January 2007
Job Associate FP / Registered Paraplanner at Martel Wealth Advisors
Industry Financial Services
Experience
Martel Wealth Advisors November 2013 - Present
Salem Area Young Professionals July 2010 - November 2013
The Legacy Group, Ltd July 2007 - November 2013
Waddell & Reed Financial Services January 2007 - July 2007
Woodbury Financial Services September 2006 - January 2007
Skills
Strategic Financial..., Wealth Management, Financial Services, Leadership, Retirement Planning, Collaboration, Investment Advisory, Finance, Plannning, Fixed Annuities, Financial Advisory, Microsoft Office, Communicaitons, Designing
Education
College for Financial Planning
CFP, Certified Financial Planner
Corban University 2007 — 2008
BS, Business Management & Communications
University of Oxford
International Business & Finance
Herndon High School 1995 — 1999
Martel Wealth Advisors November 2013 - Present
Salem Area Young Professionals July 2010 - November 2013
The Legacy Group, Ltd July 2007 - November 2013
Waddell & Reed Financial Services January 2007 - July 2007
Woodbury Financial Services September 2006 - January 2007
Skills
Strategic Financial..., Wealth Management, Financial Services, Leadership, Retirement Planning, Collaboration, Investment Advisory, Finance, Plannning, Fixed Annuities, Financial Advisory, Microsoft Office, Communicaitons, Designing
Education
College for Financial Planning
CFP, Certified Financial Planner
Corban University 2007 — 2008
BS, Business Management & Communications
University of Oxford
International Business & Finance
Herndon High School 1995 — 1999
Joy Salzwedel Fong Joy Salzwedel Fong's Woodbury Financial Services Experience February 2005 - November 2007
Job Realtor at Arizona Realty One Group
Industry Financial Services
Experience
Arizona Realty One Group June 2013 - Present
BEPC Consulting November 2012 - May 2013
VincentBenjamin October 2011 - October 2012
Robert Half International March 2011 - October 2011
Allstate Financial November 2007 - March 2011
Woodbury Financial Services February 2005 - November 2007
Education
Arizona State University
Bachelor's degree
Arizona Realty One Group June 2013 - Present
BEPC Consulting November 2012 - May 2013
VincentBenjamin October 2011 - October 2012
Robert Half International March 2011 - October 2011
Allstate Financial November 2007 - March 2011
Woodbury Financial Services February 2005 - November 2007
Education
Arizona State University
Bachelor's degree
Chris Veerkamp Chris Veerkamp's Woodbury Financial Services Experience December 2006 - May 2007
Job Manager, Database Marketing and Analytics at The Lacek Group
Industry Market Research
Experience
The Lacek Group January 2015 - Present
The Lacek Group May 2013 - Present
The Lacek Group June 2011 - Present
Millward Brown September 2010 - May 2011
Center for Economic Progress July 2010 - September 2010
Rels Valuation May 2007 - August 2009
Woodbury Financial Services December 2006 - May 2007
Redtail Outfitters January 2006 - May 2006
Skills
Questionnaire Design, Data Analysis, Marketing Research, Market Research, Advertising Research, Segmentation, Analytics, Customer Insight, SPSS, Quantitative Research, Consumer Behaviour, Primary Research, Analysis, CRM, Strategy, Data Mining, SAS, Predictive Modeling, Qualitative Research, Market Analysis, Survey Design
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science, Marketing Analysis
Winona State University 2002 — 2006
Bachelor of Science, Marketing
The Lacek Group January 2015 - Present
The Lacek Group May 2013 - Present
The Lacek Group June 2011 - Present
Millward Brown September 2010 - May 2011
Center for Economic Progress July 2010 - September 2010
Rels Valuation May 2007 - August 2009
Woodbury Financial Services December 2006 - May 2007
Redtail Outfitters January 2006 - May 2006
Skills
Questionnaire Design, Data Analysis, Marketing Research, Market Research, Advertising Research, Segmentation, Analytics, Customer Insight, SPSS, Quantitative Research, Consumer Behaviour, Primary Research, Analysis, CRM, Strategy, Data Mining, SAS, Predictive Modeling, Qualitative Research, Market Analysis, Survey Design
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
Master of Science, Marketing Analysis
Winona State University 2002 — 2006
Bachelor of Science, Marketing
Ken Kruss Ken Kruss's Woodbury Financial Services Experience May 2007 - Present
Job Wealth Manager
Industry Financial Services
Experience
Kruss Investment Services May 2007 - Present
Woodbury Financial Services May 2007 - Present
Smith Barney January 2001 - May 2007
H&R Block Financial Advisors July 1996 - January 2001
Olde Discount Stockbrokers 1996 - 2001
Skills
Insurance, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Estate Planning, Asset Allocation, 401k, Investments, Financial Services, Financial Advisory, Finance, Financial Planners, Life Insurance, Retirement, Retirement Planning, Securities, Investment Advisory, Series 7
Education
Illinois State University 1994 — 1996
Bachelor, Finance
Southern Illinois University, Carbondale 1992 — 1994
Aviation
Harper College 1991 — 1992
Business
Kruss Investment Services May 2007 - Present
Woodbury Financial Services May 2007 - Present
Smith Barney January 2001 - May 2007
H&R Block Financial Advisors July 1996 - January 2001
Olde Discount Stockbrokers 1996 - 2001
Skills
Insurance, Long Term Care, Financial Planning, Long-term Care, Strategic Financial..., Estate Planning, Asset Allocation, 401k, Investments, Financial Services, Financial Advisory, Finance, Financial Planners, Life Insurance, Retirement, Retirement Planning, Securities, Investment Advisory, Series 7
Education
Illinois State University 1994 — 1996
Bachelor, Finance
Southern Illinois University, Carbondale 1992 — 1994
Aviation
Harper College 1991 — 1992
Business
Jim Ranweiler Jim Ranweiler's Woodbury Financial Services Experience October 2012 - Present
Job Alternative Investment Sales Consultant at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services October 2012 - Present
Woodbury Financial Services June 2010 - September 2012
Woodbury Financial Services June 2008 - June 2010
The Hartford January 2007 - June 2008
Skills
Alternative Investment..., Series 7, Series 22, Series 63, Life & Health Insurance..., Alternative Assets, Real Estate Investment..., Limited Partnerships, BDCs
Education
Bemidji State University 2000 — 2005
Bachelor of Science (BS), Finance
Woodbury Financial Services October 2012 - Present
Woodbury Financial Services June 2010 - September 2012
Woodbury Financial Services June 2008 - June 2010
The Hartford January 2007 - June 2008
Skills
Alternative Investment..., Series 7, Series 22, Series 63, Life & Health Insurance..., Alternative Assets, Real Estate Investment..., Limited Partnerships, BDCs
Education
Bemidji State University 2000 — 2005
Bachelor of Science (BS), Finance
Wira Tjakra Wira Tjakra's Woodbury Financial Services Experience October 1993 - Present
Job Investment Advisor Representative
Industry Financial Services
Experience
Woodbury Financial Services October 1993 - Present
Skills
Investments, Securities, Insurance, Social Media, FINRA, Series 7, Retirement Planning, Series 63, Customer Service, Mutual Funds, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Series 6, Estate Planning, IRAs, 401k, Asset Allocation, Financial Services
Education
Azusa Pacific University 1991 — 1993
Master of Business Administration (M.B.A.), International Business, 3.8
California State University-Fullerton 1987 — 1990
Bachelor of Business Administration (BBA), Finance, General
Woodbury Financial Services October 1993 - Present
Skills
Investments, Securities, Insurance, Social Media, FINRA, Series 7, Retirement Planning, Series 63, Customer Service, Mutual Funds, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Series 6, Estate Planning, IRAs, 401k, Asset Allocation, Financial Services
Education
Azusa Pacific University 1991 — 1993
Master of Business Administration (M.B.A.), International Business, 3.8
California State University-Fullerton 1987 — 1990
Bachelor of Business Administration (BBA), Finance, General
Marc A. Sweda Marc A. Sweda's Woodbury Financial Services Experience September 1998 - Present
Job Regional Vice President for IL, IN, IA, MI / National Recruiting Coordinator at Woodbury Financial Services, Inc.
Industry Financial Services
Experience
Woodbury Financial Services September 1998 - Present
Skills
Investment Advisory, Recruiting, Product Knowledge, Sales Management, Life Insurance, Mutual Funds, Business Analysis, Customer Service, Variable Annuities, Territory Growth, Sales Process, Customer Retention, Succession Planning, Social Media, Social Media Marketing, Buying a Business
Education
Ferris State University 1996 — 1998
Illinois State University 1994 — 1996
Woodbury Financial Services September 1998 - Present
Skills
Investment Advisory, Recruiting, Product Knowledge, Sales Management, Life Insurance, Mutual Funds, Business Analysis, Customer Service, Variable Annuities, Territory Growth, Sales Process, Customer Retention, Succession Planning, Social Media, Social Media Marketing, Buying a Business
Education
Ferris State University 1996 — 1998
Illinois State University 1994 — 1996
Harley Lukenbill Harley Lukenbill's Woodbury Financial Services Experience 2005 - 2009
Job Territory Specialist at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments May 2009 - Present
Franklin Templeton Investments 2009 - 2013
Woodbury Financial Services 2005 - 2009
Umpqua Bank 2003 - 2005
Skills
Series 7, Series 66, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Investments, Financial Advisory, Variable Annuities, Asset Allocation, Separately Managed..., Uniform Combined State..., Personal Financial..., Financial Services, 401k, Retirement, Alternative Investments, Asset Management
Education
CSU Sacramento
CSU Sacramento
Economics
Franklin Templeton Investments May 2009 - Present
Franklin Templeton Investments 2009 - 2013
Woodbury Financial Services 2005 - 2009
Umpqua Bank 2003 - 2005
Skills
Series 7, Series 66, Mutual Funds, Series 63, Wealth Management, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Investments, Financial Advisory, Variable Annuities, Asset Allocation, Separately Managed..., Uniform Combined State..., Personal Financial..., Financial Services, 401k, Retirement, Alternative Investments, Asset Management
Education
CSU Sacramento
CSU Sacramento
Economics
Brian Kunkel's Woodbury Financial Services Experience January 2003 - September 2006
Job Senior Vice President at American Financial Marketing
Industry Financial Services
Experience
Core Income Wealth Management May 2015 - Present
American Financial Marketing July 2012 - Present
Prudential Financial November 2009 - July 2012
The Hartford September 2006 - September 2009
Woodbury Financial Services January 2003 - September 2006
Woodbury Financial Services March 1999 - January 2003
Fortis Financial Group October 1997 - March 1999
Education
William Mitchell College of Law 2000 — 2004
Juris Doctor
University of Minnesota-Morris 1992 — 1996
BA, Economics and Political Science
Core Income Wealth Management May 2015 - Present
American Financial Marketing July 2012 - Present
Prudential Financial November 2009 - July 2012
The Hartford September 2006 - September 2009
Woodbury Financial Services January 2003 - September 2006
Woodbury Financial Services March 1999 - January 2003
Fortis Financial Group October 1997 - March 1999
Education
William Mitchell College of Law 2000 — 2004
Juris Doctor
University of Minnesota-Morris 1992 — 1996
BA, Economics and Political Science
Danika Sanchez Danika Sanchez's Woodbury Financial Services Experience August 2005 - August 2007
Job Executive Administrative Assistant at Infinity Wealth Management
Industry Financial Services
Experience
Infinity Wealth Management April 2013 - Present
M.O.R.E. Solutions July 2012 - April 2013
Cosmic Sales, Inc January 2012 - July 2012
INFINITY WEALTH MANAGEMENT August 2008 - November 2011
Women Entrepreneurs of Santa Clarita Valley 2010 - 2011
Total Financial Solutions August 2007 - August 2008
Woodbury Financial Services August 2005 - August 2007
SUSAN E. MCEOWEN January 2001 - August 2005
USYVL 2003 - 2004
Skills
Creative Problem Solving, Customer Experience, Adult Education, Marketing, Coaching, Customer Service, Insurance, Retirement Planning, Leadership Development, Income for Life, Mutual Funds, Retirement, Research, Time Management, CRM, Business Planning, Investments, Employee Training, Team Building, Estate Planning, Financial Services, Finance, Strategic Financial...
Education
College of the Canyons
A.S, Early Childhood Education
UC San Diego
Infinity Wealth Management April 2013 - Present
M.O.R.E. Solutions July 2012 - April 2013
Cosmic Sales, Inc January 2012 - July 2012
INFINITY WEALTH MANAGEMENT August 2008 - November 2011
Women Entrepreneurs of Santa Clarita Valley 2010 - 2011
Total Financial Solutions August 2007 - August 2008
Woodbury Financial Services August 2005 - August 2007
SUSAN E. MCEOWEN January 2001 - August 2005
USYVL 2003 - 2004
Skills
Creative Problem Solving, Customer Experience, Adult Education, Marketing, Coaching, Customer Service, Insurance, Retirement Planning, Leadership Development, Income for Life, Mutual Funds, Retirement, Research, Time Management, CRM, Business Planning, Investments, Employee Training, Team Building, Estate Planning, Financial Services, Finance, Strategic Financial...
Education
College of the Canyons
A.S, Early Childhood Education
UC San Diego
Kim Bowman's Woodbury Financial Services Experience 2008 - 2013
Job Benefits Manager at Fraser
Industry Nonprofit Organization Management
Experience
Fraser April 2003 - Present
Woodbury Financial Services 2008 - 2013
REM June 2001 - April 2003
Nekton September 1988 - June 2001
Skills
Benefits Administration, Workers Compensation, Human Resources, FMLA, Employee Benefits, Employee Relations
Education
Concordia University-St. Paul 2005 — 2006
Masters degree, Organizational Management
University of Northern Iowa 1984 — 1986
Bachelor Degree, Liberal Arts
Fraser April 2003 - Present
Woodbury Financial Services 2008 - 2013
REM June 2001 - April 2003
Nekton September 1988 - June 2001
Skills
Benefits Administration, Workers Compensation, Human Resources, FMLA, Employee Benefits, Employee Relations
Education
Concordia University-St. Paul 2005 — 2006
Masters degree, Organizational Management
University of Northern Iowa 1984 — 1986
Bachelor Degree, Liberal Arts
Matthew Klapp Matthew Klapp's Woodbury Financial Services Experience January 2011 - June 2011
Job Appraiser at Los Angeles County Office of the Assessor
Industry Accounting
Experience
Los Angeles County Office of the Assessor October 2012 - Present
Global Nomad Magazine July 2011 - March 2012
Woodbury Financial Services January 2011 - June 2011
Starbucks June 2008 - August 2009
Skills
Financial Analysis, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Access, PowerPoint, Data Analysis, Public Speaking, CRM, Leadership, Outlook
Education
California State University-Long Beach - College of Business Administration 2008 — 2011
B.S. Business Administration, Finance, 3.5
Los Angeles County Office of the Assessor October 2012 - Present
Global Nomad Magazine July 2011 - March 2012
Woodbury Financial Services January 2011 - June 2011
Starbucks June 2008 - August 2009
Skills
Financial Analysis, Time Management, Customer Service, Microsoft Office, Microsoft Excel, Access, PowerPoint, Data Analysis, Public Speaking, CRM, Leadership, Outlook
Education
California State University-Long Beach - College of Business Administration 2008 — 2011
B.S. Business Administration, Finance, 3.5
Sonthanh 'Sean' Nguyen's Woodbury Financial Services Experience 2002 - 2002
Job Designated Broker / Arizona
Industry Real Estate
Experience
Kellson Real Estate LLC July 2005 - Present
ING DIRECT July 2003 - May 2005
Woodbury Financial Services 2002 - 2002
Skills
Investments, Real Estate, Investment Properties, Mortgage Lending, Portfolio Management, Loans, Residential Homes, Credit, Strategic Financial..., Real Estate Economics, Credit Analysis, Underwriting, Investment Management, Equities, Residential Mortgages, Mortgage Banking, Refinance, Loan Origination, Real Estate Financing
Education
California State University-Fullerton - College of Business and Economics 1999 — 2002
BA, Real Estate and Investment Analysis
Golden West College 1996 — 1999
Student, Business Administration and Management, General
Kellson Real Estate LLC July 2005 - Present
ING DIRECT July 2003 - May 2005
Woodbury Financial Services 2002 - 2002
Skills
Investments, Real Estate, Investment Properties, Mortgage Lending, Portfolio Management, Loans, Residential Homes, Credit, Strategic Financial..., Real Estate Economics, Credit Analysis, Underwriting, Investment Management, Equities, Residential Mortgages, Mortgage Banking, Refinance, Loan Origination, Real Estate Financing
Education
California State University-Fullerton - College of Business and Economics 1999 — 2002
BA, Real Estate and Investment Analysis
Golden West College 1996 — 1999
Student, Business Administration and Management, General
Justin Rutar Justin Rutar's Woodbury Financial Services Experience September 2007 - Present
Job Independent Financial Advisor
Industry Financial Services
Experience
Woodbury Financial Services September 2007 - Present
Strategic Financial September 2006 - August 2007
Ameriprise Financial January 2003 - September 2006
Education
College for Financial Planning
CRPC
University of Wisconsin-Superior 2000 — 2002
B.S.
Mesabi Community College 1996 — 1998
A.A.
Woodbury Financial Services September 2007 - Present
Strategic Financial September 2006 - August 2007
Ameriprise Financial January 2003 - September 2006
Education
College for Financial Planning
CRPC
University of Wisconsin-Superior 2000 — 2002
B.S.
Mesabi Community College 1996 — 1998
A.A.
Amy Halverson Amy Halverson's Woodbury Financial Services Experience January 2012 - November 2013
Job Director of Field Development at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation November 2013 - Present
Woodbury Financial Services January 2012 - November 2013
Woodbury Financial Services February 2008 - January 2012
The Hartford February 2007 - February 2008
Allianz Life August 2005 - February 2007
State Farm Agent January 2005 - July 2005
State Farm Insurance January 2002 - December 2004
Skills
Series 7, Series 24, Series 66, Series 63, Series 6, WI Life Insurance..., FINRA, Investments, Fixed Annuities, Broker-Dealer, Retirement Planning, Mutual Funds, Retirement, 401k, Strategic Financial..., Financial Services, Securities, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance
Bethel University 2009 — 2011
MBA
Questar Capital Corporation November 2013 - Present
Woodbury Financial Services January 2012 - November 2013
Woodbury Financial Services February 2008 - January 2012
The Hartford February 2007 - February 2008
Allianz Life August 2005 - February 2007
State Farm Agent January 2005 - July 2005
State Farm Insurance January 2002 - December 2004
Skills
Series 7, Series 24, Series 66, Series 63, Series 6, WI Life Insurance..., FINRA, Investments, Fixed Annuities, Broker-Dealer, Retirement Planning, Mutual Funds, Retirement, 401k, Strategic Financial..., Financial Services, Securities, Management
Education
University of Minnesota - Carlson School of Management 1995 — 1999
BSB, Finance
Bethel University 2009 — 2011
MBA
Michael Michlitsch, CFS, CRPC, CIS's Woodbury Financial Services Experience October 2007 - October 2012
Job Practice Management & Business Development
Industry Financial Services
Experience
Securian Financial Group October 2014 - Present
Securian Financial Group October 2012 - Present
M. A. Management Group, LLC. August 2004 - Present
Woodbury Financial Services October 2007 - October 2012
The Hartford October 2007 - October 2012
Ameriprise Financial 2004 - 2007
Skills
Sales Rep Training, Practice Management, Business Strategy, Financial Advisory, Financial Services, FINRA, Leadership, Training, Series 7, Fixed Annuities, Insurance, Strategic Financial..., Life Insurance, Retirement Planning, Mutual Funds, Portfolio Management, Retirement, Wealth Management, Investments, 401k, Disability Insurance, Series 63, Financial Planners, IRAs, Estate Planning, Investment Advisory, Securities, Finance, Asset Allocation, Long-term Care, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Asset Management, Long Term Care Insurance, Variable Annuities, Roth IRA, Term Life Insurance, Investment Management, Wealth Management..., Series 24, 401k Rollovers, Succession Planning, Coaching, Business Planning
Education
University of Saint Thomas - School of Business
Master of Business Administration (MBA), Business Administration, Marketing and Management
Institute of Business and Finance 2005 — 2009
CFS, CIS, CES, CAS, CTS, Financial Services
College for Financial Planning 2006 — 2007
CRPC, Retirement Planning
Kaplan University 2003 — 2004
WMS, Wealth Management
Bethany Lutheran College 1999 — 2002
Bachelor's degree, Marketing, Management
Securian Financial Group October 2014 - Present
Securian Financial Group October 2012 - Present
M. A. Management Group, LLC. August 2004 - Present
Woodbury Financial Services October 2007 - October 2012
The Hartford October 2007 - October 2012
Ameriprise Financial 2004 - 2007
Skills
Sales Rep Training, Practice Management, Business Strategy, Financial Advisory, Financial Services, FINRA, Leadership, Training, Series 7, Fixed Annuities, Insurance, Strategic Financial..., Life Insurance, Retirement Planning, Mutual Funds, Portfolio Management, Retirement, Wealth Management, Investments, 401k, Disability Insurance, Series 63, Financial Planners, IRAs, Estate Planning, Investment Advisory, Securities, Finance, Asset Allocation, Long-term Care, Wealth Accumulation, Pensions, Wealth, Investment Strategies, Asset Management, Long Term Care Insurance, Variable Annuities, Roth IRA, Term Life Insurance, Investment Management, Wealth Management..., Series 24, 401k Rollovers, Succession Planning, Coaching, Business Planning
Education
University of Saint Thomas - School of Business
Master of Business Administration (MBA), Business Administration, Marketing and Management
Institute of Business and Finance 2005 — 2009
CFS, CIS, CES, CAS, CTS, Financial Services
College for Financial Planning 2006 — 2007
CRPC, Retirement Planning
Kaplan University 2003 — 2004
WMS, Wealth Management
Bethany Lutheran College 1999 — 2002
Bachelor's degree, Marketing, Management
S Bruce Phillips S Bruce Phillips's Woodbury Financial Services Experience May 1992 - October 2002
Job Branch Manager Investment Advisor Representative at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. July 2004 - Present
Woodbury Financial Services May 1992 - October 2002
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Insurance, Series 7, Wealth Management, Asset Management, Portfolio Management, Financial Services, Risk Management, Equities, Retirement, Financial Analysis, Fixed Annuities, Life Insurance, Finance, Customer Service, Series 63, Wealth, Investment Strategies, Financial Planning
Education
Mississippi College 1972 — 1973
Physical Education and Business Administration
Millsaps College 1969 — 1971
Business Administration and Management, General
Ameritas Investment Corp. July 2004 - Present
Woodbury Financial Services May 1992 - October 2002
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Insurance, Series 7, Wealth Management, Asset Management, Portfolio Management, Financial Services, Risk Management, Equities, Retirement, Financial Analysis, Fixed Annuities, Life Insurance, Finance, Customer Service, Series 63, Wealth, Investment Strategies, Financial Planning
Education
Mississippi College 1972 — 1973
Physical Education and Business Administration
Millsaps College 1969 — 1971
Business Administration and Management, General
Andrew Stinson Andrew Stinson's Woodbury Financial Services Experience June 2004 - April 2006
Job Financial Analyst at NetApp
Industry Information Technology and Services
Experience
NetApp February 2014 - Present
All-Guard Alarm Systems, Inc. January 2009 - February 2014
All-Guard Alarm Systems, Inc. January 2007 - December 2008
Adama Foresight Company May 2006 - December 2006
Woodbury Financial Services June 2004 - April 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Account Management, Sales, Outlook, Auditing, Account Reconciliation, Analysis, Finance, Leadership, Microsoft Excel, Budgets, Accruals, Journal Entries, Financial Modeling, Forecasting, Hyperion
Education
California State University-Chico
Bachelor of Science (BS), Accounting & ERP
NetApp February 2014 - Present
All-Guard Alarm Systems, Inc. January 2009 - February 2014
All-Guard Alarm Systems, Inc. January 2007 - December 2008
Adama Foresight Company May 2006 - December 2006
Woodbury Financial Services June 2004 - April 2006
Skills
Financial Reporting, Financial Analysis, Accounting, Account Management, Sales, Outlook, Auditing, Account Reconciliation, Analysis, Finance, Leadership, Microsoft Excel, Budgets, Accruals, Journal Entries, Financial Modeling, Forecasting, Hyperion
Education
California State University-Chico
Bachelor of Science (BS), Accounting & ERP
Steven R Fleck Steven R Fleck's Woodbury Financial Services Experience October 2005 - May 2010
Job President at Fleck Financial
Industry Financial Services
Experience
Fleck Financial October 2005 - Present
Investment Network, Inc. May 2010 - November 2014
Woodbury Financial Services October 2005 - May 2010
MONY 1996 - 2005
Skills
Retirement Planning, Estate Planning, Asset Management, Asset Allocation, Financial Planning, Investments, Funding, Securities, Insurance, Annuities, Long Term Care, Wealth Management, 401k, Tax, Retirement, Business Planning, Succession Planning, Disability Insurance, Portfolio Management, Employee Benefits, Financial Analysis, Series 7, Pensions, Risk Management, Asset, Investment Advisory, Mutual Funds, Health Insurance, IRA's, Retirement Income..., Alternative Investments, Insurance Planning, Investment Strategies, Equities, Financial Advisory, Series 6, Term Life Insurance, Bonds, Wealth, Asset Protection, Wealth Accumulation, Annuity, Series 63, FINRA, Wealth Preservation, Personal Finance, Long-term Care, Wealth Transfer, Stocks, Roth IRA
Education
Bowling Green State University 1992 — 1996
BSBA, Finance
Sebring McKinley 1988 — 1992
Fleck Financial October 2005 - Present
Investment Network, Inc. May 2010 - November 2014
Woodbury Financial Services October 2005 - May 2010
MONY 1996 - 2005
Skills
Retirement Planning, Estate Planning, Asset Management, Asset Allocation, Financial Planning, Investments, Funding, Securities, Insurance, Annuities, Long Term Care, Wealth Management, 401k, Tax, Retirement, Business Planning, Succession Planning, Disability Insurance, Portfolio Management, Employee Benefits, Financial Analysis, Series 7, Pensions, Risk Management, Asset, Investment Advisory, Mutual Funds, Health Insurance, IRA's, Retirement Income..., Alternative Investments, Insurance Planning, Investment Strategies, Equities, Financial Advisory, Series 6, Term Life Insurance, Bonds, Wealth, Asset Protection, Wealth Accumulation, Annuity, Series 63, FINRA, Wealth Preservation, Personal Finance, Long-term Care, Wealth Transfer, Stocks, Roth IRA
Education
Bowling Green State University 1992 — 1996
BSBA, Finance
Sebring McKinley 1988 — 1992
Shayne Doty Shayne Doty's Woodbury Financial Services Experience July 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
Woodbury Financial Services July 2010 - Present
AXA Advisors August 2004 - July 2010
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Series 7, Retirement Planning, Investments, Asset Managment, Fixed Annuities, IRAs, Retirement, Mutual Funds, Investment Advisory, 401k Rollovers, Finance, Securities
Education
Seattle University 1988 — 1990
MBA
Brigham Young University 1982 — 1986
BS, Business
Woodbury Financial Services July 2010 - Present
AXA Advisors August 2004 - July 2010
Skills
Wealth Management, Strategic Financial..., Financial Advisory, Wealth, Series 7, Retirement Planning, Investments, Asset Managment, Fixed Annuities, IRAs, Retirement, Mutual Funds, Investment Advisory, 401k Rollovers, Finance, Securities
Education
Seattle University 1988 — 1990
MBA
Brigham Young University 1982 — 1986
BS, Business
Steven Schwegel, MBA, CFP® Steven Schwegel, MBA, CFP®'s Woodbury Financial Services Experience 2005 - 2008
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Woodbury Financial Services 2005 - 2008
Franklin Templeton Investments 1987 - 1999
Education
Golden Gate University 2004 — 2004
Certificate, Financial Planning (Graduate)
Golden Gate University 1999 — 2003
MBA, Finance
MacMurray College 1983 — 1987
Bachelor of Science (B.S.), Business Administration, Marketing
Woodbury Financial Services 2005 - 2008
Franklin Templeton Investments 1987 - 1999
Education
Golden Gate University 2004 — 2004
Certificate, Financial Planning (Graduate)
Golden Gate University 1999 — 2003
MBA, Finance
MacMurray College 1983 — 1987
Bachelor of Science (B.S.), Business Administration, Marketing
Jennifer R. Ford's Woodbury Financial Services Experience April 2004 - August 2009
Job Licensed Paraplanner/Assistant to Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
BlackRock August 2011 - October 2011
McKinley Financial Group August 2009 - February 2011
Lighting Up The Sky November 2009 - October 2010
Woodbury Financial Services April 2004 - August 2009
Valley Financial, Alamo CA March 2002 - December 2003
ANG Newspapers September 1999 - March 2002
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Customer Service, Marketing, Training, Management, Insurance, CRM, Time Management, Mutual Funds, Finance, Leadership, Portfolio Management, Investments, Financial Services, Strategy, Team Building, Marketing Strategy, Social Media Marketing, Advertising
Education
San Francisco State University 2003 — 2004
Composition, English Composition/Education
San Francisco State University 2003 — 2004
Graduate Studies, English Composition
California State Hayward 1999 — 2000
Bachelor of Arts, Communications
California State University-East Bay 1998 — 2000
Bachelor's, Mass Communications
Las Positas College 1996 — 1998
Associates of Arts, General Studies
Ameriprise Financial Services, Inc. October 2011 - Present
BlackRock August 2011 - October 2011
McKinley Financial Group August 2009 - February 2011
Lighting Up The Sky November 2009 - October 2010
Woodbury Financial Services April 2004 - August 2009
Valley Financial, Alamo CA March 2002 - December 2003
ANG Newspapers September 1999 - March 2002
Skills
Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Customer Service, Marketing, Training, Management, Insurance, CRM, Time Management, Mutual Funds, Finance, Leadership, Portfolio Management, Investments, Financial Services, Strategy, Team Building, Marketing Strategy, Social Media Marketing, Advertising
Education
San Francisco State University 2003 — 2004
Composition, English Composition/Education
San Francisco State University 2003 — 2004
Graduate Studies, English Composition
California State Hayward 1999 — 2000
Bachelor of Arts, Communications
California State University-East Bay 1998 — 2000
Bachelor's, Mass Communications
Las Positas College 1996 — 1998
Associates of Arts, General Studies
John Karazsia's Woodbury Financial Services Experience November 2005 - January 2006
Job Agency Finance Underwriter at Providence Bank
Industry Financial Services
Experience
Providence Bank October 2013 - Present
First Merchants Bank August 2010 - October 2013
TWG Capital, Inc. March 2006 - August 2010
Woodbury Financial Services November 2005 - January 2006
AIM Healthcare Services, Inc. September 2004 - November 2005
Abercrombie & Fitch June 2004 - September 2004
Impact Sports January 2004 - May 2004
InterCall, Inc. June 2003 - August 2003
Skills
Financial Analysis, Customer Service, Underwriting, Financial Reporting, Financial Modeling, Portfolio Management, Leadership, Strategic Planning, Management, Risk Management, Commercial / Specialty..., Project Management, Budgets, Financial Planning, Marketing
Education
Butler University 2000 — 2004
Bachelor of Science, Business Administrstion
Greensburg Community High School 1996 — 2000
Providence Bank October 2013 - Present
First Merchants Bank August 2010 - October 2013
TWG Capital, Inc. March 2006 - August 2010
Woodbury Financial Services November 2005 - January 2006
AIM Healthcare Services, Inc. September 2004 - November 2005
Abercrombie & Fitch June 2004 - September 2004
Impact Sports January 2004 - May 2004
InterCall, Inc. June 2003 - August 2003
Skills
Financial Analysis, Customer Service, Underwriting, Financial Reporting, Financial Modeling, Portfolio Management, Leadership, Strategic Planning, Management, Risk Management, Commercial / Specialty..., Project Management, Budgets, Financial Planning, Marketing
Education
Butler University 2000 — 2004
Bachelor of Science, Business Administrstion
Greensburg Community High School 1996 — 2000
Amleset Desta, MBA Amleset Desta, MBA's Woodbury Financial Services Experience October 2007 - March 2010
Job President and Financial Advisor at Desta Financial Advisors, Inc.
Industry Financial Services
Experience
Desta Financial Advisors, Inc. January 2015 - Present
Cetera Financial Specialists March 2010 - Present
Woodbury Financial Services October 2007 - March 2010
World Distribution Nepal September 2001 - March 2004
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Educational Consulting, Business Continuity..., Investments, Financial Analysis, Portfolio Management, Valuation, Strategic Planning, Asset Managment, Corporate Finance, Insurance, Business Strategy, Finance, Analysis, Strategic Financial..., Entrepreneurship, Management, Financial Services, Asset Management, Risk Management, Organizational..., Financial Modeling, Private Equity, Business Planning, Trading, Investment Banking, Marketing, Financial Planning
Education
Nanyang Technological University 2006 — 2006
Exchange student, International Business
Asian Institute of Technology 2004 — 2006
MBA, International Business, Finance
Desta Financial Advisors, Inc. January 2015 - Present
Cetera Financial Specialists March 2010 - Present
Woodbury Financial Services October 2007 - March 2010
World Distribution Nepal September 2001 - March 2004
Skills
Retirement Planning, Estate Planning, Wealth Accumulation, Educational Consulting, Business Continuity..., Investments, Financial Analysis, Portfolio Management, Valuation, Strategic Planning, Asset Managment, Corporate Finance, Insurance, Business Strategy, Finance, Analysis, Strategic Financial..., Entrepreneurship, Management, Financial Services, Asset Management, Risk Management, Organizational..., Financial Modeling, Private Equity, Business Planning, Trading, Investment Banking, Marketing, Financial Planning
Education
Nanyang Technological University 2006 — 2006
Exchange student, International Business
Asian Institute of Technology 2004 — 2006
MBA, International Business, Finance
John Mickelson John Mickelson's Woodbury Financial Services Experience July 2007 - September 2011
Job Owner at Mickelson Financial Services
Industry Financial Services
Experience
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Cambridge Investment Research May 2012 - Present
Mickelson Financial Services, Inc. May 1995 - Present
Woodbury Financial Services July 2007 - September 2011
Equity Services, Inc. June 2001 - July 2007
New York Life Insurance Company July 1995 - July 2001
Skills
Retirement Planning, Series 7, Fixed Annuities, Retirement, Estate Planning, Life Insurance, Strategic Financial..., Series 63, Wealth Management, Disability Insurance, Investment Advisory, Mutual Funds, IRAs, Wealth Accumulation, Asset Allocation, Investments, 401k Rollovers, Financial Advisory, Roth IRA, Securities, Finance, Financial Services, Small Business, Wealth, Financial Planning
Education
The American College 2006 — 2012
Masters of Financial Services MSFS, Financial Planning and Services
Brigham Young University 1992 — 1995
Bachelor of Science (BS), International Finance
Utah State University 1990 — 1992
Gary Bender Gary Bender's Woodbury Financial Services Experience May 2011 - November 2014
Job First Vice President National Director of Recruiting at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
Securities America 2015 - 2015
Woodbury Financial Services May 2011 - November 2014
Advisor Group, Royal Alliance July 1984 - April 2011
Integrated Reources 1984 - 1990
Skills
Series 7, Investment Advisory, Investments, Life Insurance, Securities, Series 63, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Relationship Management, Portfolio Management, Mergers & Acquisitions, Banking, Asset Management, Financial Services, Asset Allocation, Alternative Investments, FINRA, Series 24, Financial Advisory, Investment Strategies, Fixed Annuities, Series 65, Wealth Management..., IRAs, Uniform Combined State..., 401k
Education
Kent State University
Aerospace Technology
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
Securities America 2015 - 2015
Woodbury Financial Services May 2011 - November 2014
Advisor Group, Royal Alliance July 1984 - April 2011
Integrated Reources 1984 - 1990
Skills
Series 7, Investment Advisory, Investments, Life Insurance, Securities, Series 63, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., Relationship Management, Portfolio Management, Mergers & Acquisitions, Banking, Asset Management, Financial Services, Asset Allocation, Alternative Investments, FINRA, Series 24, Financial Advisory, Investment Strategies, Fixed Annuities, Series 65, Wealth Management..., IRAs, Uniform Combined State..., 401k
Education
Kent State University
Aerospace Technology
Matthew Schlueter Matthew Schlueter's Woodbury Financial Services Experience December 2012 - Present
Job Chief Operating Officer at AIG Advisor Group
Industry Financial Services
Experience
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Woodbury Financial Services December 2012 - Present
FSC Securities December 1997 - Present
Royal Alliance Associates INC December 1997 - Present
SagePoint Financial December 1997 - Present
AIG Advisor Group April 2015 - Present
AIG Advisor Group March 2014 - April 2015
AIG Advisor Group May 2012 - February 2014
AIG Advisor Group March 2012 - May 2012
AIG / FSC Securities December 1997 - May 2012
AIG Advisor Group January 2008 - March 2012
Skills
Series 7, Business Intelligence, Financial Services, Management, Series 24, Strategy, Trading, Vendor Management, Mutual Funds, Wealth Management, Series 63, Portfolio Management, Investments, Asset Management, Broker-Dealer, Risk Management, Securities, Operations Management, Enterprise Data
Education
Emory University 1993 — 1996
BA, Economics
Oxford College of Emory University 1993 — 1995
Karen Galloway's Woodbury Financial Services Experience October 2000 - August 2001
Job Client Relationship Manager at The Newport Group
Industry Financial Services
Experience
The Newport Group March 2011 - Present
Mezrah Consulting August 2009 - February 2011
MullinTBG August 2001 - August 2007
Woodbury Financial Services October 2000 - August 2001
Bank of America August 1996 - October 2000
Skills
FINRA Series 6, Executive Compensation, Client Relationship..., Series 63, Series 6, CRM, 401k, Executive Pay, Pensions, Financial Services, Retirement, Insurance, Employee Benefits, Investments, Retirement Planning, Finance, Management, Mutual Funds, Client Relations, Compensation, Executive Relationship, Leadership, Non-Qualified Deferred..., Sales
Education
Mercer University
The Newport Group March 2011 - Present
Mezrah Consulting August 2009 - February 2011
MullinTBG August 2001 - August 2007
Woodbury Financial Services October 2000 - August 2001
Bank of America August 1996 - October 2000
Skills
FINRA Series 6, Executive Compensation, Client Relationship..., Series 63, Series 6, CRM, 401k, Executive Pay, Pensions, Financial Services, Retirement, Insurance, Employee Benefits, Investments, Retirement Planning, Finance, Management, Mutual Funds, Client Relations, Compensation, Executive Relationship, Leadership, Non-Qualified Deferred..., Sales
Education
Mercer University
Shannon Caswell's Woodbury Financial Services Experience December 2006 - April 2013
Job Manager, Customer Experience at Prudential Financial
Industry Insurance
Experience
Prudential Financial September 2015 - Present
Prudential Financial September 2013 - September 2015
Prudential Financial May 2013 - September 2013
Woodbury Financial Services December 2006 - April 2013
Regis Corporation 2005 - 2006
Touchpoint Media, Inc. 2004 - 2005
Skills
Internal Communications, Project Management, Social Media Marketing, Social Media, Marketing Communications, Employee Engagement, Strategic Planning, Strategy, Strategic Communications, Creative Writing, Communications..., Email Marketing, Change Management, Content Strategy, C-Suite communications, Digital content...
Education
College of St. Benedict 1999 — 2003
B.S., Psychology, Minor in Studio Art
Prudential Financial September 2015 - Present
Prudential Financial September 2013 - September 2015
Prudential Financial May 2013 - September 2013
Woodbury Financial Services December 2006 - April 2013
Regis Corporation 2005 - 2006
Touchpoint Media, Inc. 2004 - 2005
Skills
Internal Communications, Project Management, Social Media Marketing, Social Media, Marketing Communications, Employee Engagement, Strategic Planning, Strategy, Strategic Communications, Creative Writing, Communications..., Email Marketing, Change Management, Content Strategy, C-Suite communications, Digital content...
Education
College of St. Benedict 1999 — 2003
B.S., Psychology, Minor in Studio Art
Ellen Fleischmann Ellen Fleischmann's Woodbury Financial Services Experience June 2008 - November 2010
Job Financial Consultant at Silvers Financial Services
Industry Financial Services
Experience
Crown Capital Securities, L.P. November 2010 - Present
Silvers Financial Services April 2008 - Present
New Community Jewish High School September 2003 - June 2011
Woodbury Financial Services June 2008 - November 2010
Youth Leadership Project September 2002 - June 2010
Makom Ohr Shalom 1992 - June 2009
La Leche League International 1995 - 2007
Ohr HaTorah 1998 - 2002
Self-Esteem Seminars July 1983 - June 1986
Skills
Musical Theatre, Music Composition, Music Conducting, Investments, Annuities, Insurance, Music, Budgeting, Financial Planning, Public Speaking, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Wealth Management, Retirement, Small Business, Securities, Series 7, Long Term Care, Budgets, Fixed Annuities, Composition, Strategic Financial..., Financial Services, Long-term Care, Financial Advisory, IRAs, Estate Planning, 401k, Asset Allocation, Series 63, Term Life Insurance, Life Insurance, Wealth, FINRA, Leadership, Wealth Management..., Bonds, Long Term Care Insurance, 401k Rollovers, Investment Strategies, Personal Finance, Marketing, Finance, Uniform Combined State..., Alternative Investments, Variable Annuities, Personal Financial..., College Savings Plans
Education
University of Santa Monica 1982 — 1983
M.A., Counseling
Brown University 1978 — 1982
A.B., Women, Law & Society
Horton Watkins Ladue 1975 — 1978
High School Diploma
Crown Capital Securities, L.P. November 2010 - Present
Silvers Financial Services April 2008 - Present
New Community Jewish High School September 2003 - June 2011
Woodbury Financial Services June 2008 - November 2010
Youth Leadership Project September 2002 - June 2010
Makom Ohr Shalom 1992 - June 2009
La Leche League International 1995 - 2007
Ohr HaTorah 1998 - 2002
Self-Esteem Seminars July 1983 - June 1986
Skills
Musical Theatre, Music Composition, Music Conducting, Investments, Annuities, Insurance, Music, Budgeting, Financial Planning, Public Speaking, Retirement Planning, Mutual Funds, Asset Management, Portfolio Management, Wealth Management, Retirement, Small Business, Securities, Series 7, Long Term Care, Budgets, Fixed Annuities, Composition, Strategic Financial..., Financial Services, Long-term Care, Financial Advisory, IRAs, Estate Planning, 401k, Asset Allocation, Series 63, Term Life Insurance, Life Insurance, Wealth, FINRA, Leadership, Wealth Management..., Bonds, Long Term Care Insurance, 401k Rollovers, Investment Strategies, Personal Finance, Marketing, Finance, Uniform Combined State..., Alternative Investments, Variable Annuities, Personal Financial..., College Savings Plans
Education
University of Santa Monica 1982 — 1983
M.A., Counseling
Brown University 1978 — 1982
A.B., Women, Law & Society
Horton Watkins Ladue 1975 — 1978
High School Diploma
Billy Doughty's Woodbury Financial Services Experience January 2015 - Present
Job Registered Financial Representative at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services January 2015 - Present
A-Pro Home Inspection Services January 2009 - March 2015
William E Doughty Jr September 2008 - October 2014
Doughty General Contractors LLC November 2008 - March 2014
Doughty Construction, Inc June 1995 - October 2008
Education
Mississippi State University - College of Business and Industry 1994 — 1995
MSBA, Business Computers/Finance
Mississippi State University - College of Business and Industry 1988 — 1993
GBA, Finance, Transportation, Economics
Woodbury Financial Services January 2015 - Present
A-Pro Home Inspection Services January 2009 - March 2015
William E Doughty Jr September 2008 - October 2014
Doughty General Contractors LLC November 2008 - March 2014
Doughty Construction, Inc June 1995 - October 2008
Education
Mississippi State University - College of Business and Industry 1994 — 1995
MSBA, Business Computers/Finance
Mississippi State University - College of Business and Industry 1988 — 1993
GBA, Finance, Transportation, Economics
Joshua Dreyer's Woodbury Financial Services Experience May 2014 - June 2014
Job Visionary Entrepreneur and Innovator
Industry Financial Services
Experience
Long Island Cares August 2014 - Present
Coleman Country Day Camp June 2014 - August 2014
Woodbury Financial Services May 2014 - June 2014
Jones Beach State Park June 2013 - August 2013
Skills
Public Speaking, Leadership, Marketing, Sales
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Finance, General
John F. Kennedy High School 2010 — 2014
Business/Commerce, General
Long Island Cares August 2014 - Present
Coleman Country Day Camp June 2014 - August 2014
Woodbury Financial Services May 2014 - June 2014
Jones Beach State Park June 2013 - August 2013
Skills
Public Speaking, Leadership, Marketing, Sales
Education
Baruch College, City University of New York (CUNY) 2014 — 2018
Finance, General
John F. Kennedy High School 2010 — 2014
Business/Commerce, General
Jake Statz's Woodbury Financial Services Experience June 2004 - February 2007
Job Investment Associate at Merrill Lynch
Industry Banking
Experience
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
J.P. Morgan September 2011 - July 2013
Chase Bank February 2007 - August 2011
Woodbury Financial Services June 2004 - February 2007
Skills
Investments, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Customer Service, Strategic Planning
Education
Butler University 2009 — 2011
MBA, Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Marketing and Operations Management
Merrill Lynch February 2015 - Present
JPMorgan Chase July 2013 - February 2015
J.P. Morgan September 2011 - July 2013
Chase Bank February 2007 - August 2011
Woodbury Financial Services June 2004 - February 2007
Skills
Investments, Financial Analysis, Portfolio Management, Mutual Funds, Strategic Financial..., Customer Service, Strategic Planning
Education
Butler University 2009 — 2011
MBA, Finance
Indiana University Bloomington 2000 — 2004
Bachelor of Science (BS), Marketing and Operations Management
Alyssa Ballis Alyssa Ballis's Woodbury Financial Services Experience March 2010 - February 2012
Job Sr. Compliance Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial February 2012 - Present
Woodbury Financial Services March 2010 - February 2012
Woodbury Financial Services July 2008 - March 2010
The Hartford July 2007 - July 2008
Building Trades Credit Union September 2003 - July 2007
Skills
Series 24, Series 7, Series 6, FINRA, Series 66, Securities
Education
Metropolitan State University 2003 — 2007
Bachelor of Science in Business Administration
Thrivent Financial February 2012 - Present
Woodbury Financial Services March 2010 - February 2012
Woodbury Financial Services July 2008 - March 2010
The Hartford July 2007 - July 2008
Building Trades Credit Union September 2003 - July 2007
Skills
Series 24, Series 7, Series 6, FINRA, Series 66, Securities
Education
Metropolitan State University 2003 — 2007
Bachelor of Science in Business Administration
Kevin Appelbaum Kevin Appelbaum's Woodbury Financial Services Experience September 2013 - Present
Job Investment Advisor Representative at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services September 2013 - Present
LPL Financial December 2012 - September 2013
JPMorgan Chase & Co. April 2010 - December 2012
Bank of America Merrill Lynch January 2009 - April 2010
Washington Mutual Finance Co March 2003 - January 2009
Skills
Retirement income..., Life Insurance, Long-term Care, Financial Planning, Wealth Management, Investments, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Services, Asset Management, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Investment Advisory, Insurance, Fixed Annuities, Equities
Education
San Diego State University-California State University 1992 — 1995
Bachelor’s Degree, Biology/Biological Sciences, General
Grossmont College 1990 — 1992
Associate of Arts (A.A.), General Studies
Woodbury Financial Services September 2013 - Present
LPL Financial December 2012 - September 2013
JPMorgan Chase & Co. April 2010 - December 2012
Bank of America Merrill Lynch January 2009 - April 2010
Washington Mutual Finance Co March 2003 - January 2009
Skills
Retirement income..., Life Insurance, Long-term Care, Financial Planning, Wealth Management, Investments, Alternative Investments, Mutual Funds, Securities, Series 7, Financial Services, Asset Management, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Investment Advisory, Insurance, Fixed Annuities, Equities
Education
San Diego State University-California State University 1992 — 1995
Bachelor’s Degree, Biology/Biological Sciences, General
Grossmont College 1990 — 1992
Associate of Arts (A.A.), General Studies
Tracy Christie Tracy Christie's Woodbury Financial Services Experience June 2011 - January 2012
Job New Accounts Manager / Operations Support
Industry Capital Markets
Experience
RCM Asset Management January 2012 - Present
Client Services Consulting / Self Employed January 2001 - Present
President of Home Based Client Services January 2001 - Present
Stella & Dot July 2010 - December 2012
Woodbury Financial Services June 2011 - January 2012
UBS Securities LLC October 2006 - May 2007
ABN AMRO Inc. April 2001 - May 2007
ABN AMRO Inc. 2001 - 2006
ING Barings Inc December 2000 - April 2001
LaSalle Capital Markets February 2000 - December 2000
Skills
Administration, Client Services, Microsoft Office, Excel, PowerPoint, Word, System Administration, Microsoft Word, Financial Services, Microsoft Excel, Inventory Management, Options, Sales, New Business Development, Sales Operations, Account Management, Customer Service, Risk Management, Financial Analysis, Strategic Planning, Accounting, Negotiation
Education
Lewis University 1987 — 1991
Bachelor of Arts, Double Major:Business Administration Management and Marketing
Lewis University 1987 — 1991
Bachelors of Arts Degree, Marketing and Business Administration Management
RCM Asset Management January 2012 - Present
Client Services Consulting / Self Employed January 2001 - Present
President of Home Based Client Services January 2001 - Present
Stella & Dot July 2010 - December 2012
Woodbury Financial Services June 2011 - January 2012
UBS Securities LLC October 2006 - May 2007
ABN AMRO Inc. April 2001 - May 2007
ABN AMRO Inc. 2001 - 2006
ING Barings Inc December 2000 - April 2001
LaSalle Capital Markets February 2000 - December 2000
Skills
Administration, Client Services, Microsoft Office, Excel, PowerPoint, Word, System Administration, Microsoft Word, Financial Services, Microsoft Excel, Inventory Management, Options, Sales, New Business Development, Sales Operations, Account Management, Customer Service, Risk Management, Financial Analysis, Strategic Planning, Accounting, Negotiation
Education
Lewis University 1987 — 1991
Bachelor of Arts, Double Major:Business Administration Management and Marketing
Lewis University 1987 — 1991
Bachelors of Arts Degree, Marketing and Business Administration Management
Barb Colosimo's Woodbury Financial Services Experience August 1993 - Present
Job Developer at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services August 1993 - Present
Woodbury Financial Services January 2006 - January 2008
Skills
SQL, WebFOCUS, Visual Basic 5.0/6.0, Oracle Applications, FOCUS, COBOL
Education
Minnesota School of Business
Programming Certificate, Computer Science
University of Wisconsin-River Falls
Bachelor's degree
Woodbury Financial Services August 1993 - Present
Woodbury Financial Services January 2006 - January 2008
Skills
SQL, WebFOCUS, Visual Basic 5.0/6.0, Oracle Applications, FOCUS, COBOL
Education
Minnesota School of Business
Programming Certificate, Computer Science
University of Wisconsin-River Falls
Bachelor's degree
Scott Schlossberg's Woodbury Financial Services Experience 2002 - 2005
Job Farmers Agency Owner
Industry Insurance
Experience
Farmers Insurance Group of Companies November 2014 - Present
St. John the Evangelist Catholic Church May 1997 - October 2014
Woodbury Financial Services 2002 - 2005
Skills
Community Outreach, Sales Management, Non-profits, Nonprofits, Customer Service, Fundraising, Office Administration, Event Management, Public Speaking, Social Media, Small Business, Leadership, Social Networking, Budgets, Team Building, Training, Marketing
Education
Florida Gulf Coast University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Florida State University 1989 — 1994
Bachelor of Science (BS), Geography/Meteorology
Farmers Insurance Group of Companies November 2014 - Present
St. John the Evangelist Catholic Church May 1997 - October 2014
Woodbury Financial Services 2002 - 2005
Skills
Community Outreach, Sales Management, Non-profits, Nonprofits, Customer Service, Fundraising, Office Administration, Event Management, Public Speaking, Social Media, Small Business, Leadership, Social Networking, Budgets, Team Building, Training, Marketing
Education
Florida Gulf Coast University 1999 — 2001
Master of Business Administration (M.B.A.), Finance, General
Florida State University 1989 — 1994
Bachelor of Science (BS), Geography/Meteorology
Nicole Pederson, MBC Nicole Pederson, MBC's Woodbury Financial Services Experience February 2010 - August 2010
Job Senior Marketing Associate Firm Communications at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP June 2012 - Present
The Plaid Penguin 2008 - January 2014
Analysts International Corporation (AIC) August 2010 - June 2012
Woodbury Financial Services February 2010 - August 2010
The Hartford 2003 - 2009
Skills
SharePoint Designer, Training & Development, Technical Writing, Business Communications, Copywriting, Copy Editing, SEO copywriting, Proposal Writing, Employee Training, Content Management, Corporate Communications, Training, Software Documentation, SharePoint, Marketing, Process Improvement
Education
University of Saint Thomas - School of Business 2007 — 2012
Master of Business Communication, Business/Corporate Communications
University of Saint Thomas 1999 — 2003
B.A., Marketing Management, Minor, French
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2002 — 2002
Study Abroad, International Business
Baker Tilly Virchow Krause, LLP June 2012 - Present
The Plaid Penguin 2008 - January 2014
Analysts International Corporation (AIC) August 2010 - June 2012
Woodbury Financial Services February 2010 - August 2010
The Hartford 2003 - 2009
Skills
SharePoint Designer, Training & Development, Technical Writing, Business Communications, Copywriting, Copy Editing, SEO copywriting, Proposal Writing, Employee Training, Content Management, Corporate Communications, Training, Software Documentation, SharePoint, Marketing, Process Improvement
Education
University of Saint Thomas - School of Business 2007 — 2012
Master of Business Communication, Business/Corporate Communications
University of Saint Thomas 1999 — 2003
B.A., Marketing Management, Minor, French
Groupe Ecole supérieure de Commerce de Dijon-Bourgogne 2002 — 2002
Study Abroad, International Business
Roger Duplechian's Woodbury Financial Services Experience November 1987 - September 2002
Job Registered Representative and Insurance Recruiter
Industry Insurance
Experience
United Producers Group October 2002 - Present
Fortis Financial Group December 1987 - October 2002
Woodbury Financial Services November 1987 - September 2002
Skills
Fixed Annuities, Insurance, Series 6, Series 7, Sales, Series 63, Senior Insurance..., Medicare Supplements, Medicare Advantage, Medicare Prescription..., Long-term Care, Term Life Insurance
Education
McNeese State University 1971 — 1976
Bachelor's degree, Business Administration and Management, General
Lake Charles High 1969 — 1971
United Producers Group October 2002 - Present
Fortis Financial Group December 1987 - October 2002
Woodbury Financial Services November 1987 - September 2002
Skills
Fixed Annuities, Insurance, Series 6, Series 7, Sales, Series 63, Senior Insurance..., Medicare Supplements, Medicare Advantage, Medicare Prescription..., Long-term Care, Term Life Insurance
Education
McNeese State University 1971 — 1976
Bachelor's degree, Business Administration and Management, General
Lake Charles High 1969 — 1971
Emmanuel Obel, MBA Emmanuel Obel, MBA's Woodbury Financial Services Experience August 2008 - October 2010
Job CEO/Founder at OFA obelfs.com
Industry Financial Services
Experience
Obel Financial Advisors January 2009 - Present
Woodbury Financial Services August 2008 - October 2010
AXA Advisors June 2004 - August 2008
Citigroup August 2001 - May 2004
Skills
Retirement Planning, Investments, Strategic Financial..., Finance, Wealth, Strategic Planning, Risk Management, Financial Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Long-term Care, Personal Finance, Wealth Management, Small Business, Financial Services, Life Insurance, Series 7, 401k, Portfolio Management, Insurance, Investment Advisory, Retirement, Mortgage Lending, Equities, Roth IRA, Loans, Options, Credit, Mergers & Acquisitions, Residential Mortgages, Investment Strategies, Financial Planners, Funding, Alternative Investments, Asset Allocation, Wealth Management..., IRAs, Disability Insurance, Relationship Management, Series 6, Term Life Insurance, Private Equity, Fixed Income, Valuation, Executive Management, Venture Capital, Asset Managment, Securities, Financial Planning
Education
Golden Gate University 2001 — 2003
MBA, Business Development
Makerere University 1993 — 1996
Bachelor of Statistics, Statistics and Information Systems
Obel Financial Advisors January 2009 - Present
Woodbury Financial Services August 2008 - October 2010
AXA Advisors June 2004 - August 2008
Citigroup August 2001 - May 2004
Skills
Retirement Planning, Investments, Strategic Financial..., Finance, Wealth, Strategic Planning, Risk Management, Financial Advisory, Mutual Funds, Fixed Annuities, Estate Planning, Long-term Care, Personal Finance, Wealth Management, Small Business, Financial Services, Life Insurance, Series 7, 401k, Portfolio Management, Insurance, Investment Advisory, Retirement, Mortgage Lending, Equities, Roth IRA, Loans, Options, Credit, Mergers & Acquisitions, Residential Mortgages, Investment Strategies, Financial Planners, Funding, Alternative Investments, Asset Allocation, Wealth Management..., IRAs, Disability Insurance, Relationship Management, Series 6, Term Life Insurance, Private Equity, Fixed Income, Valuation, Executive Management, Venture Capital, Asset Managment, Securities, Financial Planning
Education
Golden Gate University 2001 — 2003
MBA, Business Development
Makerere University 1993 — 1996
Bachelor of Statistics, Statistics and Information Systems
Thomas Deppe Thomas Deppe's Woodbury Financial Services Experience July 2010 - Present
Job Investment Advisor Representative at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services July 2010 - Present
University of Wisconsin Milwaukee July 1995 - June 1997
Skills
Investments, Insurance, Finance, Financial Services, Customer Service
Education
Concordia University-Wisconsin 1998 — 2000
Master's degree, Counselor Education/School Counseling and Guidance Services
University of Hawaii at Manoa 1987 — 1990
Bachelor of Arts (B.A.), Psychology
Woodbury Financial Services July 2010 - Present
University of Wisconsin Milwaukee July 1995 - June 1997
Skills
Investments, Insurance, Finance, Financial Services, Customer Service
Education
Concordia University-Wisconsin 1998 — 2000
Master's degree, Counselor Education/School Counseling and Guidance Services
University of Hawaii at Manoa 1987 — 1990
Bachelor of Arts (B.A.), Psychology
Daniel Fukuyama Daniel Fukuyama's Woodbury Financial Services Experience June 2006 - October 2007
Job Program Manager II at Hyve Solutions
Industry Nonprofit Organization Management
Experience
SYNNEX January 2014 - Present
Catholic Charities of Santa Clara County: CORAL Program January 2012 - August 2013
Catholic Charities of Santa Clara County: CORAL Program September 2008 - December 2011
Delucchi, Hawn & Co., LLP March 2007 - September 2008
Woodbury Financial Services June 2006 - October 2007
Skills
Fundraising, Nonprofits, Leadership, Community Outreach, Marketing Communications, Volunteer Management, Marketing, Program Development, Strategic Planning, Event Planning, Event Management, Public Speaking, Budgets, Customer Service, Research, Social Media, Program Management, Community Development, Team Building, Grant Writing, Microsoft Office, Grants, Program Evaluation, Training, Teaching, Social Media Marketing, PowerPoint, Microsoft Word, Management, Coaching, Troubleshooting, Project Management, Strategic Partnerships, Business Development, Process Improvement, Communication
Education
Cal Poly San Luis Obispo 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bellarmine College Preparatory 1998 — 2002
SYNNEX January 2014 - Present
Catholic Charities of Santa Clara County: CORAL Program January 2012 - August 2013
Catholic Charities of Santa Clara County: CORAL Program September 2008 - December 2011
Delucchi, Hawn & Co., LLP March 2007 - September 2008
Woodbury Financial Services June 2006 - October 2007
Skills
Fundraising, Nonprofits, Leadership, Community Outreach, Marketing Communications, Volunteer Management, Marketing, Program Development, Strategic Planning, Event Planning, Event Management, Public Speaking, Budgets, Customer Service, Research, Social Media, Program Management, Community Development, Team Building, Grant Writing, Microsoft Office, Grants, Program Evaluation, Training, Teaching, Social Media Marketing, PowerPoint, Microsoft Word, Management, Coaching, Troubleshooting, Project Management, Strategic Partnerships, Business Development, Process Improvement, Communication
Education
Cal Poly San Luis Obispo 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Bellarmine College Preparatory 1998 — 2002
Mao Lee Mao Lee's Woodbury Financial Services Experience May 2012 - August 2013
Job Seeking New Opportunity
Industry Financial Services
Experience
Securian Financial Group April 2014 - September 2014
Woodbury Financial Services May 2012 - August 2013
Securian Financial Group September 2009 - June 2010
Securian Financial Group January 2007 - September 2009
Fiserv Output Solutions February 2004 - May 2005
Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Strategic Planning, Team Leadership, Teaching, Windows, Public Speaking, Leadership, System Administration, Windows 7, Coaching, Microsoft Word, Sales, Access, Process Improvement, Project Management, Training, Management, General Insurance, Communication Skills
Education
Bethel University 2013 — 2015
Bachelor of Arts (B.A.), Business Management
Kaplan Professional School 2007 — 2008
Life/Health/Accident
Northwestern College 2006 — 2008
AA, General Studies
Securian Financial Group April 2014 - September 2014
Woodbury Financial Services May 2012 - August 2013
Securian Financial Group September 2009 - June 2010
Securian Financial Group January 2007 - September 2009
Fiserv Output Solutions February 2004 - May 2005
Skills
Customer Service, Team Building, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Strategic Planning, Team Leadership, Teaching, Windows, Public Speaking, Leadership, System Administration, Windows 7, Coaching, Microsoft Word, Sales, Access, Process Improvement, Project Management, Training, Management, General Insurance, Communication Skills
Education
Bethel University 2013 — 2015
Bachelor of Arts (B.A.), Business Management
Kaplan Professional School 2007 — 2008
Life/Health/Accident
Northwestern College 2006 — 2008
AA, General Studies
Alison Shaw Rodriguez Alison Shaw Rodriguez's Woodbury Financial Services Experience January 2014 - October 2014
Job Regional Supervision Manager at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services January 2014 - October 2014
FSC Securities April 2012 - August 2012
FSC Securities April 2011 - April 2012
FSC Securities January 2010 - April 2011
FSC Securities January 2008 - January 2010
FSC Securities December 2005 - January 2008
Education
George Mason University
Bachelor's Degree
Woodbury Financial Services January 2014 - October 2014
FSC Securities April 2012 - August 2012
FSC Securities April 2011 - April 2012
FSC Securities January 2010 - April 2011
FSC Securities January 2008 - January 2010
FSC Securities December 2005 - January 2008
Education
George Mason University
Bachelor's Degree
Daniel Teague Daniel Teague's Woodbury Financial Services Experience May 2015 - Present
Job Regional Supervision Manager at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services May 2015 - Present
Gradient Securities, LLC October 2013 - May 2015
Ameriprise Financial Services, Inc. June 2013 - October 2013
Gull Boats & RV May 2012 - May 2013
Waldoch Custom Center February 2011 - February 2012
Skills
Microsoft Office, Strategic Planning, Project Management, Microsoft Word, Marketing, Time Management, Inventory Management, Microsoft Excel, Strategic Financial..., Financial Analysis, Series 7, Series 66, Sales, Customer Satisfaction, Creative Writing, Investments, Finance
Education
University of Minnesota-Duluth 2008 — 2010
BA, Finance
Anoka Ramsey Community College 2006 — 2008
AA, General studies
Woodbury Financial Services May 2015 - Present
Gradient Securities, LLC October 2013 - May 2015
Ameriprise Financial Services, Inc. June 2013 - October 2013
Gull Boats & RV May 2012 - May 2013
Waldoch Custom Center February 2011 - February 2012
Skills
Microsoft Office, Strategic Planning, Project Management, Microsoft Word, Marketing, Time Management, Inventory Management, Microsoft Excel, Strategic Financial..., Financial Analysis, Series 7, Series 66, Sales, Customer Satisfaction, Creative Writing, Investments, Finance
Education
University of Minnesota-Duluth 2008 — 2010
BA, Finance
Anoka Ramsey Community College 2006 — 2008
AA, General studies
Jeff Purkey St Louis Jeff Purkey St Louis's Woodbury Financial Services Experience July 2008 - May 2013
Job Comprehensive Wealth Management Solutions | e3 Consultants Group
Industry Financial Services
Experience
e3 Consultants Group May 2013 - Present
Missouri Ice Hockey Officials Association - MIHOA September 1996 - Present
Woodbury Financial Services July 2008 - May 2013
Skills
Retirement Planning, Strategic Financial..., Financial Analysis, Wealth Management, Investment Strategies, Investments, Insurance, Retirement, Alternative Investments, Series 7, Strategic Planning, Risk Management, Customer Service, Securities, Fixed Annuities, New Business Development, Life Insurance, Sales, IRAs, Sales Management, Asset Allocation, Estate Planning, Mutual Funds, Budgets, Investment Advisory, Microsoft Excel, Financial Advisory, Disability Insurance, Networking, Social Networking, Finance
Education
Lindenwood University
Bachelor's Degree, Business Administration
e3 Consultants Group May 2013 - Present
Missouri Ice Hockey Officials Association - MIHOA September 1996 - Present
Woodbury Financial Services July 2008 - May 2013
Skills
Retirement Planning, Strategic Financial..., Financial Analysis, Wealth Management, Investment Strategies, Investments, Insurance, Retirement, Alternative Investments, Series 7, Strategic Planning, Risk Management, Customer Service, Securities, Fixed Annuities, New Business Development, Life Insurance, Sales, IRAs, Sales Management, Asset Allocation, Estate Planning, Mutual Funds, Budgets, Investment Advisory, Microsoft Excel, Financial Advisory, Disability Insurance, Networking, Social Networking, Finance
Education
Lindenwood University
Bachelor's Degree, Business Administration
Holly Maier's Woodbury Financial Services Experience December 2012 - Present
Job Assistant Director at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services December 2012 - Present
The Hartford March 2001 - December 2012
Fortis Financial Group July 1992 - March 2001
Skills
Investments, Mutual Funds, Series 7, Securities, Retirement, Financial Services, FINRA
Education
Chippewa Valley Technical College
Associate's degree, Fashion Merchandising & Marketing
Woodbury Financial Services December 2012 - Present
The Hartford March 2001 - December 2012
Fortis Financial Group July 1992 - March 2001
Skills
Investments, Mutual Funds, Series 7, Securities, Retirement, Financial Services, FINRA
Education
Chippewa Valley Technical College
Associate's degree, Fashion Merchandising & Marketing
Stephen Mohyla Jr., CFP® Stephen Mohyla Jr., CFP®'s Woodbury Financial Services Experience January 2007 - February 2013
Job Financial Advisor
Industry Financial Services
Experience
Cetera Advisor Networks LLC March 2013 - Present
Northern Virginia Estate Planning Council 2010 - Present
National Capital Gift Planning Council 2005 - Present
Central Fairfax Chamber of Commerce January 2004 - Present
Bridgeland Wealth Consultants, LLC January 1994 - Present
Woodbury Financial Services January 2007 - February 2013
NHP Property Management March 1992 - September 1993
McKinsey & Company March 1989 - January 1992
Arthur Andersen consulting (Accenture) 1979 - 1983
Education
Georgetown University 1975 — 1979
BSBA, Accounting, Computer Science
Seton Hall Prep 1971 — 1975
High School
Cetera Advisor Networks LLC March 2013 - Present
Northern Virginia Estate Planning Council 2010 - Present
National Capital Gift Planning Council 2005 - Present
Central Fairfax Chamber of Commerce January 2004 - Present
Bridgeland Wealth Consultants, LLC January 1994 - Present
Woodbury Financial Services January 2007 - February 2013
NHP Property Management March 1992 - September 1993
McKinsey & Company March 1989 - January 1992
Arthur Andersen consulting (Accenture) 1979 - 1983
Education
Georgetown University 1975 — 1979
BSBA, Accounting, Computer Science
Seton Hall Prep 1971 — 1975
High School
Becky (Fuchs) Bailey (Fuchs)'s Woodbury Financial Services Experience August 2003 - May 2006
Job Risk Solutions Advisor
Industry Insurance
Experience
Nationwide Private Client March 2015 - Present
Crestbrook Insurance May 2013 - March 2015
Scottsdale Insurance Company August 2011 - May 2013
North Star Resource Group July 2008 - August 2011
AppleOne Employment Services October 2007 - July 2008
AppleOne Employment Services February 2007 - October 2007
Buffalo Wild Wings May 2006 - February 2007
Woodbury Financial Services August 2003 - May 2006
Skills
Outlook, Data Entry, Customer Service, Administrative..., Office Management, Event Planning, Project Planning, Technology Roadmapping, Associate Development, Associate Engagement, Project Management, Executive..., Administrative..., Insurance, Microsoft Excel, Sales, Property, Management
Education
Century College
Nationwide Private Client March 2015 - Present
Crestbrook Insurance May 2013 - March 2015
Scottsdale Insurance Company August 2011 - May 2013
North Star Resource Group July 2008 - August 2011
AppleOne Employment Services October 2007 - July 2008
AppleOne Employment Services February 2007 - October 2007
Buffalo Wild Wings May 2006 - February 2007
Woodbury Financial Services August 2003 - May 2006
Skills
Outlook, Data Entry, Customer Service, Administrative..., Office Management, Event Planning, Project Planning, Technology Roadmapping, Associate Development, Associate Engagement, Project Management, Executive..., Administrative..., Insurance, Microsoft Excel, Sales, Property, Management
Education
Century College
Darien Lewie Darien Lewie's Woodbury Financial Services Experience November 2008 - August 2011
Job Infinex Wealth Advisors
Industry Financial Services
Experience
Infinex Financial Group November 2013 - Present
Harvest Capital llc August 2011 - November 2013
Woodbury Financial Services November 2008 - August 2011
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1996 — 1999
Economics, Finance
United States Marine Corps 1993 — 1999
Corporal
Infinex Financial Group November 2013 - Present
Harvest Capital llc August 2011 - November 2013
Woodbury Financial Services November 2008 - August 2011
Merrill Lynch June 1999 - November 2008
Education
Eastern Connecticut State University 1996 — 1999
Economics, Finance
United States Marine Corps 1993 — 1999
Corporal
Matthew Gennuso's Woodbury Financial Services Experience August 2007 - Present
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services August 2007 - Present
Gennuso Financial Group: Oakbrook Terrace, IL August 2004 - Present
Education
Eastern Illinois University 2001 — 2004
Marketing
University of Illinois at Urbana-Champaign 1999 — 2000
Marketing
Woodbury Financial Services August 2007 - Present
Gennuso Financial Group: Oakbrook Terrace, IL August 2004 - Present
Education
Eastern Illinois University 2001 — 2004
Marketing
University of Illinois at Urbana-Champaign 1999 — 2000
Marketing
Rob Wolf ChFC Rob Wolf ChFC's Woodbury Financial Services Experience May 2005 - October 2010
Job Financial Planning For Over 12 years
Industry Investment Management
Experience
Sterling Wealth Management, Inc. June 2001 - Present
Transitioning Professionals of Tampa Bay June 2002 - Present
Woodbury Financial Services May 2005 - October 2010
Oldsmar Soccer 1997 - 2009
AXA Advisors June 2001 - April 2005
American General Financial services September 1973 - December 2000
Skills
Financial Planning, Investments, Estate Planning, Risk Management, Wealth Management, Strategic Planning, Insurance, Public Speaking, Business Planning, Financial Analysis, Problem Solving, Small Business, Change Management, Planning, Asset Management, Retirement Planning, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, Investment Management, 401k, Finance, Financial Modeling, Portfolio Management, Wealth Accumulation, Series 7, Financial Services, Securities, Management Consulting, Equities, Coaching, Mergers & Acquisitions, Life Insurance, Financial Planners, Mutual Funds, Term Life Insurance, Long-term Care, Trading, Retirement, Leadership, Project Planning, Employee Benefits, Financial Markets, Disability Insurance, Fixed Annuities, IRAs, FINRA, Alternative Investments, Series 6
Education
Gonzaga University 1988 — 1992
Masters, Organizational Leadership
University of Idaho 1969 — 1973
BS, Political Science
Sterling Wealth Management, Inc. June 2001 - Present
Transitioning Professionals of Tampa Bay June 2002 - Present
Woodbury Financial Services May 2005 - October 2010
Oldsmar Soccer 1997 - 2009
AXA Advisors June 2001 - April 2005
American General Financial services September 1973 - December 2000
Skills
Financial Planning, Investments, Estate Planning, Risk Management, Wealth Management, Strategic Planning, Insurance, Public Speaking, Business Planning, Financial Analysis, Problem Solving, Small Business, Change Management, Planning, Asset Management, Retirement Planning, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, Investment Management, 401k, Finance, Financial Modeling, Portfolio Management, Wealth Accumulation, Series 7, Financial Services, Securities, Management Consulting, Equities, Coaching, Mergers & Acquisitions, Life Insurance, Financial Planners, Mutual Funds, Term Life Insurance, Long-term Care, Trading, Retirement, Leadership, Project Planning, Employee Benefits, Financial Markets, Disability Insurance, Fixed Annuities, IRAs, FINRA, Alternative Investments, Series 6
Education
Gonzaga University 1988 — 1992
Masters, Organizational Leadership
University of Idaho 1969 — 1973
BS, Political Science
Jeffrey Pifer Jeffrey Pifer's Woodbury Financial Services Experience January 2013 - Present
Job CERTIFIED FINANCIAL PLANNER™ Practitioner
Industry Investment Management
Experience
Woodbury Financial Services January 2013 - Present
Hefren-Tillotson June 1999 - December 2012
Skills
Wealth Management, Retirement Planning, College Education..., Investment Advisory, Asset Allocation, Series 7, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Estate Planning, Wealth, Uniform Combined State..., Financial Planners, Strategic Financial..., Wealth Accumulation, Investments, Wealth Management..., IRAs, 401k Rollovers, Investment Management, Fixed Annuities, Personal Financial...
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Financial Management
Woodbury Financial Services January 2013 - Present
Hefren-Tillotson June 1999 - December 2012
Skills
Wealth Management, Retirement Planning, College Education..., Investment Advisory, Asset Allocation, Series 7, Mutual Funds, Investment Strategies, Retirement, Financial Advisory, Estate Planning, Wealth, Uniform Combined State..., Financial Planners, Strategic Financial..., Wealth Accumulation, Investments, Wealth Management..., IRAs, 401k Rollovers, Investment Management, Fixed Annuities, Personal Financial...
Education
Grove City College 1996 — 1999
Bachelor of Science (BS), Financial Management
Angie Baldwin Angie Baldwin's Woodbury Financial Services Experience October 2013 - Present
Job at
Industry Financial Services
Experience
Woodbury Financial Services October 2013 - Present
Woodbury Financial Services April 2011 - October 2013
Hartford Mutual Funds July 2007 - April 2011
Education
University of Wisconsin-Eau Claire 2003 — 2007
Bachelor's degree, Legal Studies, General
Inver Hills Community College
Paralegal Certificate, Paralegal
Woodbury Financial Services October 2013 - Present
Woodbury Financial Services April 2011 - October 2013
Hartford Mutual Funds July 2007 - April 2011
Education
University of Wisconsin-Eau Claire 2003 — 2007
Bachelor's degree, Legal Studies, General
Inver Hills Community College
Paralegal Certificate, Paralegal
David C. Jozefiak, CFP® David C. Jozefiak, CFP®'s Woodbury Financial Services Experience July 2009 - October 2011
Job PRESIDENT CERTIFIED FINANCIAL PLANNER™ at Next Degree Financial, LLC
Industry Financial Services
Experience
Next Degree Financial, LLC October 2011 - Present
City of Ferndale Police Department November 2010 - Present
Woodbury Financial Services July 2009 - October 2011
First Investors January 2004 - July 2009
Southwestern Advantage May 2003 - August 2003
Skills
Certified Financial..., Wealth Management, Financial Planning, Financial Advisory, Management, Finance, Financial Services, 401k Rollovers, Customer Service, Asset Management, 457 Plans, 529 Plans, Long Term Care Insurance, 403b Plans, Educational Savings..., Comprehensive Financial..., Insurance Evaluation, Estate Plan Funding..., Tax Reduction Strategies, Business Planning, Roth IRA, Traditional IRA, IRAs, 401k, Rollovers, Hybrid Insurance, Sales, Insurance, Stocks, Securities, MIP Pension, Annuities, Annuity, Financial Advisor, Independent Financial..., Disability Insurance, Social Security, Income Planning, Wealth Preservation, Life Insurance, Social Security Planning, Buy/Sell Arrangements, Fixed Annuities, Variable Annuities, Unbiased Advice, Fiduciary Management, Series 7, Series 65, Series 63, Client Services
Education
Oakland University 2010 — 2012
Personal Financial Planning
Central Michigan University 1999 — 2003
Bachelor of Science in Business Administration
Oakland Community College
Reserve Police Academy
Eisenhower High School 1997 — 1999
Next Degree Financial, LLC October 2011 - Present
City of Ferndale Police Department November 2010 - Present
Woodbury Financial Services July 2009 - October 2011
First Investors January 2004 - July 2009
Southwestern Advantage May 2003 - August 2003
Skills
Certified Financial..., Wealth Management, Financial Planning, Financial Advisory, Management, Finance, Financial Services, 401k Rollovers, Customer Service, Asset Management, 457 Plans, 529 Plans, Long Term Care Insurance, 403b Plans, Educational Savings..., Comprehensive Financial..., Insurance Evaluation, Estate Plan Funding..., Tax Reduction Strategies, Business Planning, Roth IRA, Traditional IRA, IRAs, 401k, Rollovers, Hybrid Insurance, Sales, Insurance, Stocks, Securities, MIP Pension, Annuities, Annuity, Financial Advisor, Independent Financial..., Disability Insurance, Social Security, Income Planning, Wealth Preservation, Life Insurance, Social Security Planning, Buy/Sell Arrangements, Fixed Annuities, Variable Annuities, Unbiased Advice, Fiduciary Management, Series 7, Series 65, Series 63, Client Services
Education
Oakland University 2010 — 2012
Personal Financial Planning
Central Michigan University 1999 — 2003
Bachelor of Science in Business Administration
Oakland Community College
Reserve Police Academy
Eisenhower High School 1997 — 1999
Jake Norby's Woodbury Financial Services Experience May 2009 - August 2009
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG US January 2014 - Present
Kansas State University January 2010 - January 2014
KPMG May 2012 - August 2012
Duckwall-ALCO Stores, Inc. June 2011 - August 2011
Sigma Phi Epsilon September 2009 - December 2010
Woodbury Financial Services May 2009 - August 2009
Skills
Social Networking, Financial Accounting, Research, Accounting, Microsoft Excel, Account Reconciliation, Recruiting, PowerPoint, Access, Microsoft Word, Microsoft Office, Time Management, Auditing, Financial Reporting
Education
Kansas State University 2012 — 2013
Master of Accountancy
Kansas State University 2008 — 2012
Bachelor of Science, Finance and Accounting
KPMG US January 2014 - Present
Kansas State University January 2010 - January 2014
KPMG May 2012 - August 2012
Duckwall-ALCO Stores, Inc. June 2011 - August 2011
Sigma Phi Epsilon September 2009 - December 2010
Woodbury Financial Services May 2009 - August 2009
Skills
Social Networking, Financial Accounting, Research, Accounting, Microsoft Excel, Account Reconciliation, Recruiting, PowerPoint, Access, Microsoft Word, Microsoft Office, Time Management, Auditing, Financial Reporting
Education
Kansas State University 2012 — 2013
Master of Accountancy
Kansas State University 2008 — 2012
Bachelor of Science, Finance and Accounting
Brian Carle's Woodbury Financial Services Experience September 2008 - December 2008
Job Sr. Tech BSA at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial February 2011 - August 2014
Ajasa Technologies January 2009 - February 2011
Ameriprise Financial January 2009 - July 2010
Woodbury Financial Services September 2008 - December 2008
COD Consulting July 2007 - December 2008
The Hartford October 2006 - September 2008
NOVON Consulting October 2006 - July 2007
Ameriprise Financial (formerly American Express Financial Advisors) February 2002 - June 2006
Hartford Life April 2001 - February 2002
Skills
Series 6, Business Analysis, Financial Services, Project Management, Financial Advisory, Process Improvement, Life Insurance, Mutual Funds, Variable Annuities, Software Project..., Management, Requirements Gathering, User Acceptance Testing, Program Management, Requirements Analysis, Visio, Customer Service, SDLC, Vendor Management, Business Requirements, Testing
Education
Gustavus Adolphus College 1989 — 1993
B.A.
John A. Johnson High School 1985 — 1989
H.S. Diploma
Ameriprise Financial Services, Inc. August 2014 - Present
Ameriprise Financial February 2011 - August 2014
Ajasa Technologies January 2009 - February 2011
Ameriprise Financial January 2009 - July 2010
Woodbury Financial Services September 2008 - December 2008
COD Consulting July 2007 - December 2008
The Hartford October 2006 - September 2008
NOVON Consulting October 2006 - July 2007
Ameriprise Financial (formerly American Express Financial Advisors) February 2002 - June 2006
Hartford Life April 2001 - February 2002
Skills
Series 6, Business Analysis, Financial Services, Project Management, Financial Advisory, Process Improvement, Life Insurance, Mutual Funds, Variable Annuities, Software Project..., Management, Requirements Gathering, User Acceptance Testing, Program Management, Requirements Analysis, Visio, Customer Service, SDLC, Vendor Management, Business Requirements, Testing
Education
Gustavus Adolphus College 1989 — 1993
B.A.
John A. Johnson High School 1985 — 1989
H.S. Diploma
Alberto Aldana's Woodbury Financial Services Experience 2004 - 2008
Job Sales
Industry Information Technology and Services
Experience
En Pointe Technologies November 2012 - Present
FusionStorm March 2008 - October 2012
Woodbury Financial Services 2004 - 2008
Ion Systems January 2000 - December 2002
Unisys 1997 - 2000
Education
Arizona State University - W. P. Carey School of Business 1993 — 1995
Bachelor of Science, Finance
Dunsmuir High School
Willcox High School
En Pointe Technologies November 2012 - Present
FusionStorm March 2008 - October 2012
Woodbury Financial Services 2004 - 2008
Ion Systems January 2000 - December 2002
Unisys 1997 - 2000
Education
Arizona State University - W. P. Carey School of Business 1993 — 1995
Bachelor of Science, Finance
Dunsmuir High School
Willcox High School
Leon Monroe's Woodbury Financial Services Experience December 2004 - October 2008
Job Vp Business Development at Hartford Life
Industry Financial Services
Experience
Hartford Life October 2008 - Present
Woodbury Financial Services December 2004 - October 2008
Education
Mississippi State University - College of Business and Industry 1966 — 1970
Hartford Life October 2008 - Present
Woodbury Financial Services December 2004 - October 2008
Education
Mississippi State University - College of Business and Industry 1966 — 1970
Jason Meulemans's Woodbury Financial Services Experience October 2006 - September 2013
Job Manager Field Compensation at AIG
Industry Investment Management
Experience
Voya Financial 2014 - Present
UnitedHealth Group 2013 - 2014
UnitedHealth Group 2013 - 2014
UnitedHealth Group 2013 - 2014
AIG December 2012 - September 2013
Woodbury Financial Services October 2006 - September 2013
Woodbury Financial Services, Inc. / Hartford Life October 2006 - September 2013
The Hartford September 2006 - September 2013
Allianz Life Insurance July 2005 - October 2006
Allianz Life January 2004 - October 2006
Skills
Series 7, Investments, Asset Management, Annuities, Accounting, Insurance, Process Improvement, Customer Relations, Customer Service, Risk Management, Mutual Funds, Operations Management, Compliance, Excel, Change Management, Wealth Management, Performance Management, Succession Planning, Series 24, Internal Audit, Internal Controls, Microsoft Office, Word, Career Development, Performance Appraisal, Management, Fixed Annuities, Leadership, Golf, Training, CRM, FINRA, Financial Services
Education
UNIVERSITY OF ST. CATHERINE 2011 — 2015
Masters of Arts, Organizational Leadership; Strategic Management
Saint Catherine University 2011 — 2014
Masters, Organizational Leadership, Strategic Management
St. Catherine University 2011 — 2014
Masters, Strategic Management and Leadership
Augsburg College 2004 — 2010
Bachelor of Science, Finance; Corporate Finance/ Accounting and Management Information Systems
Augsburg College 2003 — 2010
Finance, Finance- Minor in Management Accounting, Minor in Management Information Systems (MIS)
St Bernards High School 1991 — 1994
HS Diploma
Blessed Sacrament 1982 — 1991
Voya Financial 2014 - Present
UnitedHealth Group 2013 - 2014
UnitedHealth Group 2013 - 2014
UnitedHealth Group 2013 - 2014
AIG December 2012 - September 2013
Woodbury Financial Services October 2006 - September 2013
Woodbury Financial Services, Inc. / Hartford Life October 2006 - September 2013
The Hartford September 2006 - September 2013
Allianz Life Insurance July 2005 - October 2006
Allianz Life January 2004 - October 2006
Skills
Series 7, Investments, Asset Management, Annuities, Accounting, Insurance, Process Improvement, Customer Relations, Customer Service, Risk Management, Mutual Funds, Operations Management, Compliance, Excel, Change Management, Wealth Management, Performance Management, Succession Planning, Series 24, Internal Audit, Internal Controls, Microsoft Office, Word, Career Development, Performance Appraisal, Management, Fixed Annuities, Leadership, Golf, Training, CRM, FINRA, Financial Services
Education
UNIVERSITY OF ST. CATHERINE 2011 — 2015
Masters of Arts, Organizational Leadership; Strategic Management
Saint Catherine University 2011 — 2014
Masters, Organizational Leadership, Strategic Management
St. Catherine University 2011 — 2014
Masters, Strategic Management and Leadership
Augsburg College 2004 — 2010
Bachelor of Science, Finance; Corporate Finance/ Accounting and Management Information Systems
Augsburg College 2003 — 2010
Finance, Finance- Minor in Management Accounting, Minor in Management Information Systems (MIS)
St Bernards High School 1991 — 1994
HS Diploma
Blessed Sacrament 1982 — 1991
Scott Swearingen's Woodbury Financial Services Experience December 2011 - April 2013
Job Compliance Officer at Gradient Securities / Gradient Advisors
Industry Financial Services
Experience
Gradient Securities / Gradient Wealth Management November 2013 - Present
Allied Beacon Partners April 2013 - October 2013
Woodbury Financial Services December 2011 - April 2013
Morgan Keegan & Company April 2006 - September 2008
Morgan Keegan & Company, Inc. January 1998 - April 2006
Morgan Keegan & Company, Inc. February 1994 - January 1998
Morgan Keegan & Company, Inc. August 1992 - January 1994
Skills
FINRA, Securities, Series 24, Series 63, Series 7, Investments
Education
Christian Brothers University
MBA
Christian Brothers University
BS, Economics/Finance
Gradient Securities / Gradient Wealth Management November 2013 - Present
Allied Beacon Partners April 2013 - October 2013
Woodbury Financial Services December 2011 - April 2013
Morgan Keegan & Company April 2006 - September 2008
Morgan Keegan & Company, Inc. January 1998 - April 2006
Morgan Keegan & Company, Inc. February 1994 - January 1998
Morgan Keegan & Company, Inc. August 1992 - January 1994
Skills
FINRA, Securities, Series 24, Series 63, Series 7, Investments
Education
Christian Brothers University
MBA
Christian Brothers University
BS, Economics/Finance
Elizabeth Kaldun-Buchholz's Woodbury Financial Services Experience August 2012 - May 2013
Job Customer Service Representative at Ciranda, Inc.
Industry Food & Beverages
Experience
Fresh and Natural July 2013 - September 2013
KOSAMA, INC. June 2013 - September 2013
Woodbury Financial Services August 2012 - May 2013
The Hartford January 2008 - August 2012
The Pampered Chef February 2009 - May 2011
Univeristy of Wisconsin-Eau Claire Recreation September 2005 - December 2007
North Star Resource Group June 2007 - August 2007
Kohl's May 2006 - September 2006
New York &Company June 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Facebook, Coaching, Data Entry, Employee Engagement, Employee Recognition, Highly detail oriented, Internal Communications, Phone Etiquette, Process Improvement, Training, Event Planning, Fundraising, Social Media, Management, Leadership
Education
University of Wisconsin-Eau Claire 2004 — 2007
Finance, with an emphasis in Financial Services
Carthage College 2003 — 2004
Simley
Fresh and Natural July 2013 - September 2013
KOSAMA, INC. June 2013 - September 2013
Woodbury Financial Services August 2012 - May 2013
The Hartford January 2008 - August 2012
The Pampered Chef February 2009 - May 2011
Univeristy of Wisconsin-Eau Claire Recreation September 2005 - December 2007
North Star Resource Group June 2007 - August 2007
Kohl's May 2006 - September 2006
New York &Company June 2004 - January 2006
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Facebook, Coaching, Data Entry, Employee Engagement, Employee Recognition, Highly detail oriented, Internal Communications, Phone Etiquette, Process Improvement, Training, Event Planning, Fundraising, Social Media, Management, Leadership
Education
University of Wisconsin-Eau Claire 2004 — 2007
Finance, with an emphasis in Financial Services
Carthage College 2003 — 2004
Simley
Dennnis Kaiser's Woodbury Financial Services Experience Investment Advisor RepresentativeTransamerica Financial Advisors, Inc.October 2010 - Present
Job Investment Advisor Representative at Transamerica Financial Advisors, Inc.
Industry Investment Management
Experience
Woodbury Financial Services Investment Advisor RepresentativeTransamerica Financial Advisors, Inc.October 2010 - Present
Skills
Series 63, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Investments, Investment Advisory, Mutual Funds
Education
Loyola University Chicago 1960 — 1965
Woodbury Financial Services Investment Advisor RepresentativeTransamerica Financial Advisors, Inc.October 2010 - Present
Skills
Series 63, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Investments, Investment Advisory, Mutual Funds
Education
Loyola University Chicago 1960 — 1965
Rex Ritchie's Woodbury Financial Services Experience Director Advanced SalesFortis Financial Group2000 - 2001
Job Director Advanced Markets & Qualified Plans at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services Director Advanced SalesFortis Financial Group2000 - 2001
NORTHWESTERN NATIONAL LIFE 1988 - 2000
Skills
Series 7, Series 6, FINRA, Fixed Annuities, Retirement Planning, Retirement, IRAs, Life Insurance, Wealth Management, 401k, Series 24, Strategic Financial..., Financial Advisory, Mutual Funds, Securities, Series 63, Estate Planning, Investment Advisory, Uniform Combined State..., Variable Annuities, Asset Allocation, Financial Services, Long-term Care, Financial Planning
Education
Hamline University School of Law 1977 — 1980
University of Wisconsin-Madison 1973 — 1977
BA, Journalism
Woodbury Financial Services Director Advanced SalesFortis Financial Group2000 - 2001
NORTHWESTERN NATIONAL LIFE 1988 - 2000
Skills
Series 7, Series 6, FINRA, Fixed Annuities, Retirement Planning, Retirement, IRAs, Life Insurance, Wealth Management, 401k, Series 24, Strategic Financial..., Financial Advisory, Mutual Funds, Securities, Series 63, Estate Planning, Investment Advisory, Uniform Combined State..., Variable Annuities, Asset Allocation, Financial Services, Long-term Care, Financial Planning
Education
Hamline University School of Law 1977 — 1980
University of Wisconsin-Madison 1973 — 1977
BA, Journalism
Phil Ekstrand's Woodbury Financial Services Experience July 2010 - September 2010
Job Senior Print Producer at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Ameriprise Financial Services, Inc. December 2014 - Present
Ameriprise Financial January 2011 - November 2014
Wells Fargo Home Mortgage September 2010 - January 2011
Woodbury Financial Services July 2010 - September 2010
RiverSource Investments December 2001 - December 2008
RiverSource Investments February 2000 - December 2008
Ameriprise Financial Services February 2000 - December 2001
Ameriprise Financial Services April 1998 - February 2000
Ameriprise Financial Services March 1997 - April 1998
Araz Group January 1995 - January 1997
Skills
Process Engineering, Mutual Funds, Mortgage, Visio, Insurance, Asset Management, Mortgage Lending, Investments, Management, Financial Services, Business Analysis, Finance
Education
Concordia College 1988 — 1993
Bachelor of Arts (BA), Business Administration and Management, General
Concordia College 1988 — 1993
BA, Business Administration; German
Jenni Schierman's Woodbury Financial Services Experience August 2005 - April 2007
Job Account Manager Small Group at Network Health Plan
Industry Insurance
Experience
Network Health Plan August 2008 - Present
Prudential Financial June 2007 - August 2008
Woodbury Financial Services August 2005 - April 2007
Hartford Life May 2004 - August 2005
Education
Augsburg College 2008 — 2010
Network Health Plan August 2008 - Present
Prudential Financial June 2007 - August 2008
Woodbury Financial Services August 2005 - April 2007
Hartford Life May 2004 - August 2005
Education
Augsburg College 2008 — 2010
George Mulwee's Woodbury Financial Services Experience May 2013 - May 2014
Job Director of Supervision at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC May 2014 - Present
Woodbury Financial Services May 2013 - May 2014
Woodbury Financial Services July 2011 - May 2013
Ameriprise Financial September 2010 - July 2011
Woodbury Financial Services August 2007 - September 2010
Woodbury Financial Services June 2004 - August 2007
Woodbury Financial Services June 2002 - June 2004
Fortis Financial Group November 1999 - June 2002
Skills
Series 24, Series 7, Mutual Funds, Uniform Combined State..., Investments, Investment Advisory, Registered Investment..., Trading, Compliance, FINRA, Series 66, Series 4
Education
Augsburg College 2006 — 2010
Cetera Advisors LLC May 2014 - Present
Woodbury Financial Services May 2013 - May 2014
Woodbury Financial Services July 2011 - May 2013
Ameriprise Financial September 2010 - July 2011
Woodbury Financial Services August 2007 - September 2010
Woodbury Financial Services June 2004 - August 2007
Woodbury Financial Services June 2002 - June 2004
Fortis Financial Group November 1999 - June 2002
Skills
Series 24, Series 7, Mutual Funds, Uniform Combined State..., Investments, Investment Advisory, Registered Investment..., Trading, Compliance, FINRA, Series 66, Series 4
Education
Augsburg College 2006 — 2010
Robin Goossens's Woodbury Financial Services Experience May 2006 - May 2013
Job Executive Assistant at Ecolab
Industry Executive Office
Experience
Ecolab June 2013 - Present
Woodbury Financial Services May 2006 - May 2013
Renewal by Andersen November 2004 - May 2006
Assurant 1999 - 2004
Doboy Packaging Machinery Inc. April 1992 - August 1999
Skills
Outlook, Visio, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Project Management, Heavy Calendaring, Team Building, Lotus Notes, Strategic Planning, Calendaring, Concur, Executive Level..., Calendars, Spreadsheets, Fax, C-Level Executive..., Off-site Events, Interact with All..., Work Independently with..., Executive Calendar..., Executive Travel, Cliqbook, Handle Multiple..., Drive for Success, Meeting Scheduling, Dictaphone, Executive Support, Discretion, Confidentiality, Organizational Charts, Mail Merge, Expense Management, Administrative Office..., Expense Reports, Access, Live Meeting, Travel Arrangements, High Level Of..., Business Correspondence, Handle Confidential..., Executive Administrative, Executive..., Employee Benefits, Organizing Meetings, Calendar Planning
Education
Century College
Ecolab June 2013 - Present
Woodbury Financial Services May 2006 - May 2013
Renewal by Andersen November 2004 - May 2006
Assurant 1999 - 2004
Doboy Packaging Machinery Inc. April 1992 - August 1999
Skills
Outlook, Visio, Microsoft Word, PowerPoint, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Process Improvement, Project Management, Heavy Calendaring, Team Building, Lotus Notes, Strategic Planning, Calendaring, Concur, Executive Level..., Calendars, Spreadsheets, Fax, C-Level Executive..., Off-site Events, Interact with All..., Work Independently with..., Executive Calendar..., Executive Travel, Cliqbook, Handle Multiple..., Drive for Success, Meeting Scheduling, Dictaphone, Executive Support, Discretion, Confidentiality, Organizational Charts, Mail Merge, Expense Management, Administrative Office..., Expense Reports, Access, Live Meeting, Travel Arrangements, High Level Of..., Business Correspondence, Handle Confidential..., Executive Administrative, Executive..., Employee Benefits, Organizing Meetings, Calendar Planning
Education
Century College
Galen Norby CFP's Woodbury Financial Services Experience August 2008 - February 2013
Job Investment Professional at Wealth Legacy Advisors
Industry Financial Services
Experience
Wealth Legacy Advisors February 2013 - Present
Woodbury Financial Services August 2008 - February 2013
The MONY Group October 1983 - June 2004
Education
Kansas State University 1967 — 1979
BS and Master of Accountancy, Business and Accounting
Wealth Legacy Advisors February 2013 - Present
Woodbury Financial Services August 2008 - February 2013
The MONY Group October 1983 - June 2004
Education
Kansas State University 1967 — 1979
BS and Master of Accountancy, Business and Accounting
Denver Johnson's Woodbury Financial Services Experience 2003 - 2008
Job IT Manager at FLS Connect
Industry Information Technology and Services
Experience
FLS Connect May 2014 - Present
Nash Finch Company June 2013 - May 2014
Water Gremlin September 2008 - June 2013
The Hartford December 2003 - September 2008
Woodbury Financial Services 2003 - 2008
Hartford Life 2003 - 2008
RHIT February 2001 - December 2003
Perkins + Will June 1999 - August 2001
Tushie Montgomery Architects February 1997 - June 1999
Tushie-Montgomery Associates 1997 - 1999
Skills
Active Directory, Servers, Windows Server, VMware, Data Center, Hardware, DHCP, Troubleshooting, Process Improvement, Virtualization, Technical Support, Infrastructure, Disaster Recovery, Networking, Integration, Operating Systems, Security, Windows, Computer Hardware, System Administration, Strategic Planning, ITIL, Microsoft Office, Sports Coaching, Soccer, VMware Infrastructure, Microsoft Word, System Deployment, Customer Service, XP, Customer Relations, Deployment, Word, Windows 7, Problem Solving, Windows Server 2003, Soccer Coaching, Soccer Ref
Education
University of Phoenix 2005 — 2008
MBA, Information Technology
Bemidji State University 1989 — 2004
Bachelor of Science (BS), Graphic Design
FLS Connect May 2014 - Present
Nash Finch Company June 2013 - May 2014
Water Gremlin September 2008 - June 2013
The Hartford December 2003 - September 2008
Woodbury Financial Services 2003 - 2008
Hartford Life 2003 - 2008
RHIT February 2001 - December 2003
Perkins + Will June 1999 - August 2001
Tushie Montgomery Architects February 1997 - June 1999
Tushie-Montgomery Associates 1997 - 1999
Skills
Active Directory, Servers, Windows Server, VMware, Data Center, Hardware, DHCP, Troubleshooting, Process Improvement, Virtualization, Technical Support, Infrastructure, Disaster Recovery, Networking, Integration, Operating Systems, Security, Windows, Computer Hardware, System Administration, Strategic Planning, ITIL, Microsoft Office, Sports Coaching, Soccer, VMware Infrastructure, Microsoft Word, System Deployment, Customer Service, XP, Customer Relations, Deployment, Word, Windows 7, Problem Solving, Windows Server 2003, Soccer Coaching, Soccer Ref
Education
University of Phoenix 2005 — 2008
MBA, Information Technology
Bemidji State University 1989 — 2004
Bachelor of Science (BS), Graphic Design
Lisa Hoyne's Woodbury Financial Services Experience January 2012 - October 2014
Job SVP Marketing at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group October 2014 - Present
Woodbury Financial Services January 2012 - October 2014
Woodbury Financial Services July 2008 - December 2011
Woodbury Financial Services July 2008 - November 2009
Midland National Life March 1996 - June 2008
ING Financial Partners 1990 - 1996
Skills
Brokers, Insurance, Wealth Management, Investments, Securities, Fixed Annuities, Marketing, Retirement Planning, Strategy, Change Management, Marketing Communications, Strategic Planning, Financial Advisory, Sales, Management, Mutual Funds, Business Development, Series 7, Financial Services, Series 6
Education
Concordia College 1978 — 1982
BA, Psychology and Business Communications
AIG Advisor Group October 2014 - Present
Woodbury Financial Services January 2012 - October 2014
Woodbury Financial Services July 2008 - December 2011
Woodbury Financial Services July 2008 - November 2009
Midland National Life March 1996 - June 2008
ING Financial Partners 1990 - 1996
Skills
Brokers, Insurance, Wealth Management, Investments, Securities, Fixed Annuities, Marketing, Retirement Planning, Strategy, Change Management, Marketing Communications, Strategic Planning, Financial Advisory, Sales, Management, Mutual Funds, Business Development, Series 7, Financial Services, Series 6
Education
Concordia College 1978 — 1982
BA, Psychology and Business Communications
Deb Berg's Woodbury Financial Services Experience 2009 - 2010
Job Vice President, Business Insurance Information Technology at Travelers
Industry Insurance
Experience
Travelers 2015 - Present
Travelers 2014 - 2015
Travelers 2012 - 2014
LokkenWorks LLC 2010 - 2012
Woodbury Financial Services 2009 - 2010
The Hartford 2009 - 2010
The Hartford 2008 - 2009
Hartford Life Limited 2004 - 2008
Woodbury Financial Services 2001 - 2004
Fortis 1986 - 2001
Skills
IT Strategy, Business Analysis, Insurance, Process Improvement, Risk Management, Business Process..., Vendor Management, Financial Services, Change Management, SDLC, Project Planning, Project Portfolio..., Project Management, Strategic Planning, Program Management, PMO, Business Requirements, IT Management, SharePoint, Business Intelligence, Governance, Enterprise Architecture, Information Technology
Education
University of St. Thomas 1989 — 1992
MBA, Information Management
University of Wisconsin-River Falls 1984 — 1986
BS, Economics and Mathematics
Arizona State University 1982 — 1984
Travelers 2015 - Present
Travelers 2014 - 2015
Travelers 2012 - 2014
LokkenWorks LLC 2010 - 2012
Woodbury Financial Services 2009 - 2010
The Hartford 2009 - 2010
The Hartford 2008 - 2009
Hartford Life Limited 2004 - 2008
Woodbury Financial Services 2001 - 2004
Fortis 1986 - 2001
Skills
IT Strategy, Business Analysis, Insurance, Process Improvement, Risk Management, Business Process..., Vendor Management, Financial Services, Change Management, SDLC, Project Planning, Project Portfolio..., Project Management, Strategic Planning, Program Management, PMO, Business Requirements, IT Management, SharePoint, Business Intelligence, Governance, Enterprise Architecture, Information Technology
Education
University of St. Thomas 1989 — 1992
MBA, Information Management
University of Wisconsin-River Falls 1984 — 1986
BS, Economics and Mathematics
Arizona State University 1982 — 1984
Duwayne Rains's Woodbury Financial Services Experience 2009 - October 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
Fields Financial - a health to wealth company January 2014 - Present
Appro-Rx February 2013 - Present
Duwayne Rains Financial Services, LLC October 2009 - Present
Woodbury Financial Services 2009 - October 2012
Skills
Retirement Planning, Estate Planning, Fixed Annuities, IRAs, Long-term Care, Financial Goals, Securities, Insurance, Investments, Retirement, Investment Advisory, 401k Rollovers, Life Insurance, Roth IRA, Mutual Funds, College Savings Plans, Financial Advisory, Disability Insurance, Wealth Management, Strategic Financial..., Financial Services, Series 63, Term Life Insurance, Uniform Combined State..., Wealth Management..., 401k, Employee Benefits, Wealth Accumulation, Series 7, Financial Planners, Finance, Asset Protection, Stocks, Wealth, Investment Strategies, IRA's, Long Term Care, Annuities, Series 66, Retirement Income..., Annuity, IRA Rollovers, Wealth Transfer, Insurance Planning, Wealth Preservation, SEP, Series 6, Financial Planning
Education
Georgetown College 1982 — 1986
Bachelors of Science, Accounting / Computer Science
Waynesville HS 1978 — 1981
Fields Financial - a health to wealth company January 2014 - Present
Appro-Rx February 2013 - Present
Duwayne Rains Financial Services, LLC October 2009 - Present
Woodbury Financial Services 2009 - October 2012
Skills
Retirement Planning, Estate Planning, Fixed Annuities, IRAs, Long-term Care, Financial Goals, Securities, Insurance, Investments, Retirement, Investment Advisory, 401k Rollovers, Life Insurance, Roth IRA, Mutual Funds, College Savings Plans, Financial Advisory, Disability Insurance, Wealth Management, Strategic Financial..., Financial Services, Series 63, Term Life Insurance, Uniform Combined State..., Wealth Management..., 401k, Employee Benefits, Wealth Accumulation, Series 7, Financial Planners, Finance, Asset Protection, Stocks, Wealth, Investment Strategies, IRA's, Long Term Care, Annuities, Series 66, Retirement Income..., Annuity, IRA Rollovers, Wealth Transfer, Insurance Planning, Wealth Preservation, SEP, Series 6, Financial Planning
Education
Georgetown College 1982 — 1986
Bachelors of Science, Accounting / Computer Science
Waynesville HS 1978 — 1981
Robert Bruder's Woodbury Financial Services Experience 2005 - 2006
Job Business Development Associate at Broadband Antenna Tracking Systems (BATS)
Industry Computer Software
Experience
Broadband Antenna Tracking Systems (BATS) October 2013 - Present
Broadband Antenna Tracking Systems (BATS) June 2011 - October 2013
Broadband Antenna Tracking Systems (BATS) July 2008 - June 2011
digitalKnowledge 2006 - 2008
Woodbury Financial Services 2005 - 2006
Skills
SaaS, Leadership, CRM, Integration, Business Analysis, Start-ups, Strategy, Business Intelligence, Sales, Business Strategy, Business Development, Project Management, Management, Microsoft Office, Program Management, Strategic Planning
Education
Indiana University - Kelley School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance
Bloomberg Institute
Bloomberg Aptitude Test (BAT), 91st Percentile (BAT ID B141557811187)
Indiana University Kokomo 2011 — 2012
Certificate, Contemporary Entrepreneurship
DePauw University 2001 — 2005
BA, Computer Science, Economics, Business Administration
Broadband Antenna Tracking Systems (BATS) October 2013 - Present
Broadband Antenna Tracking Systems (BATS) June 2011 - October 2013
Broadband Antenna Tracking Systems (BATS) July 2008 - June 2011
digitalKnowledge 2006 - 2008
Woodbury Financial Services 2005 - 2006
Skills
SaaS, Leadership, CRM, Integration, Business Analysis, Start-ups, Strategy, Business Intelligence, Sales, Business Strategy, Business Development, Project Management, Management, Microsoft Office, Program Management, Strategic Planning
Education
Indiana University - Kelley School of Business 2013 — 2014
Master of Business Administration (M.B.A.), Finance
Bloomberg Institute
Bloomberg Aptitude Test (BAT), 91st Percentile (BAT ID B141557811187)
Indiana University Kokomo 2011 — 2012
Certificate, Contemporary Entrepreneurship
DePauw University 2001 — 2005
BA, Computer Science, Economics, Business Administration
Gary Maack-Magnusson, JD, LLM, CFP, CLU, ChFC's Woodbury Financial Services Experience 2004 - Present
Job Advanced Markets & Qualified Plans Consultant at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services 2004 - Present
American Express Financial Advisors 1992 - 2004
Deloitte & Touche 1986 - 1992
Skills
Series 7, Retirement Planning, Fixed Annuities, Estate Planning, Strategic Financial..., Insurance, Succession Planning, Employee Benefits, IRAs, Retirement, 401k, Wealth Management, Small Business, Financial Advisory, Tax, Mutual Funds, Financial Planning
Education
University of Denver - Sturm College of Law 1983 — 1984
LLM in Tax Law, Taxation
Hamline University School of Law 1980 — 1983
Juris Doctor, Law
University of Wisconsin-Milwaukee 1978 — 1979
Bachelor of Arts (BA), English (major), Business (minor)
Woodbury Financial Services 2004 - Present
American Express Financial Advisors 1992 - 2004
Deloitte & Touche 1986 - 1992
Skills
Series 7, Retirement Planning, Fixed Annuities, Estate Planning, Strategic Financial..., Insurance, Succession Planning, Employee Benefits, IRAs, Retirement, 401k, Wealth Management, Small Business, Financial Advisory, Tax, Mutual Funds, Financial Planning
Education
University of Denver - Sturm College of Law 1983 — 1984
LLM in Tax Law, Taxation
Hamline University School of Law 1980 — 1983
Juris Doctor, Law
University of Wisconsin-Milwaukee 1978 — 1979
Bachelor of Arts (BA), English (major), Business (minor)
Theresa Anderson's Woodbury Financial Services Experience August 2007 - Present
Job Regional Sales Manager at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services August 2007 - Present
Woodbury Financial Services, Inc April 2003 - August 2007
Fortis Investors April 2000 - April 2002
Skills
Securities, Series 7, Asset Allocation, Variable Annuities, Estate Planning, Investments, Insurance, Mutual Funds, Trading, Series 6, Fixed Annuities, Team Building, Customer Retention, Customer Engagement, Streamlining Of..., Training, Change Management, Project Management, Consensus Building
Education
Inver Hills Community College 1990 — 1993
Associate's Degree, Business Administration
Woodbury Financial Services August 2007 - Present
Woodbury Financial Services, Inc April 2003 - August 2007
Fortis Investors April 2000 - April 2002
Skills
Securities, Series 7, Asset Allocation, Variable Annuities, Estate Planning, Investments, Insurance, Mutual Funds, Trading, Series 6, Fixed Annuities, Team Building, Customer Retention, Customer Engagement, Streamlining Of..., Training, Change Management, Project Management, Consensus Building
Education
Inver Hills Community College 1990 — 1993
Associate's Degree, Business Administration
Josh Steele's Woodbury Financial Services Experience December 2000 - September 2001
Job Department Leader Edward Jones
Industry Financial Services
Experience
Edward Jones July 2013 - Present
Citi August 2011 - July 2013
Citi June 2010 - August 2011
Citi April 2007 - June 2010
Citi December 2004 - April 2007
Carboline Company April 2003 - December 2004
Dominion Land Title September 2001 - April 2003
Woodbury Financial Services December 2000 - September 2001
Skills
Process Improvement, Financial Analysis, Business Analysis, Budgeting, Excel, Accounting, Strategic Planning, Corporate Finance, Financial Reporting, Problem Solving, MS Office Suite, Process Engineering, Visio, SDLC, Project Management, Project Portfolio..., Analysis, Business Requirements, Sarbanes-Oxley Act, PMO, Finance, Project Finance, Software Project..., Asset Managment, Vendor Management, Budgets, Leadership, Microsoft Excel
Education
Maryville University of Saint Louis 2005 — 2007
MBA, Finance
Southeast Missouri State University 1998 — 2001
BSBA, Finance
Edward Jones July 2013 - Present
Citi August 2011 - July 2013
Citi June 2010 - August 2011
Citi April 2007 - June 2010
Citi December 2004 - April 2007
Carboline Company April 2003 - December 2004
Dominion Land Title September 2001 - April 2003
Woodbury Financial Services December 2000 - September 2001
Skills
Process Improvement, Financial Analysis, Business Analysis, Budgeting, Excel, Accounting, Strategic Planning, Corporate Finance, Financial Reporting, Problem Solving, MS Office Suite, Process Engineering, Visio, SDLC, Project Management, Project Portfolio..., Analysis, Business Requirements, Sarbanes-Oxley Act, PMO, Finance, Project Finance, Software Project..., Asset Managment, Vendor Management, Budgets, Leadership, Microsoft Excel
Education
Maryville University of Saint Louis 2005 — 2007
MBA, Finance
Southeast Missouri State University 1998 — 2001
BSBA, Finance
Kim Chapman's Woodbury Financial Services Experience March 2011 - May 2013
Job Senior Compliance Consultant at Robert Half Seeking employment
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
Jeffrey Jau's Woodbury Financial Services Experience November 2006 - March 2007
Job New product introduction buyer/planner at Thales
Industry Education Management
Experience
Thales November 2014 - Present
Thales September 2012 - October 2014
Evergreen emblem August 2010 - August 2012
ACI Institute August 2008 - August 2010
Direct Concepts, Inc June 2006 - July 2007
Woodbury Financial Services November 2006 - March 2007
Education
California State University-Fullerton 2008 — 2009
MBA, Business Administration - Finance
University of Missouri-Rolla 2003 — 2006
B.S., Physics
Thales November 2014 - Present
Thales September 2012 - October 2014
Evergreen emblem August 2010 - August 2012
ACI Institute August 2008 - August 2010
Direct Concepts, Inc June 2006 - July 2007
Woodbury Financial Services November 2006 - March 2007
Education
California State University-Fullerton 2008 — 2009
MBA, Business Administration - Finance
University of Missouri-Rolla 2003 — 2006
B.S., Physics
David Blackburn's Woodbury Financial Services Experience August 2004 - August 2005
Job Scout, Baltimore Ravens
Industry Sports
Experience
Baltimore Ravens June 2007 - Present
Butler University May 2006 - June 2007
Woodbury Financial Services August 2004 - August 2005
Education
DePauw University 2000 — 2004
BA, Economics
Ben Davis HS 1997 — 2000
Baltimore Ravens June 2007 - Present
Butler University May 2006 - June 2007
Woodbury Financial Services August 2004 - August 2005
Education
DePauw University 2000 — 2004
BA, Economics
Ben Davis HS 1997 — 2000
Jim Fereday, CRPC's Woodbury Financial Services Experience February 2014 - Present
Job Financial Advisor at Woodbury Financial Services
Industry Investment Management
Experience
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
Woodbury Financial Services February 2014 - Present
Nationwide Securites June 2009 - February 2014
Oppenheimer Funds September 2006 - August 2009
MFS Investment Management August 2004 - September 2006
AIM Trimark Investments August 2000 - August 2004
Chase August 1995 - August 2000
Skills
Investments, Retirement Planning, Mutual Funds, Series 7, Series 63, Asset Allocation, Separately Managed..., Wealth Management, Alternative Investments, Retirement, Finance, Estate Planning, Asset Management, Management
Education
Baylor University 1991 — 1995
BBA, Marketing & International Business
Anna Snook's Woodbury Financial Services Experience April 2009 - April 2010
Job Enterprise Solutions Specialist at Dell
Industry Computer Hardware
Experience
Dell August 2013 - Present
Dell January 2011 - August 2013
Highline Financial April 2010 - January 2011
Woodbury Financial Services April 2009 - April 2010
Skills
Salesforce.com
Education
Kansas State University 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Dell August 2013 - Present
Dell January 2011 - August 2013
Highline Financial April 2010 - January 2011
Woodbury Financial Services April 2009 - April 2010
Skills
Salesforce.com
Education
Kansas State University 2003 — 2008
Bachelor of Science (B.S.), Finance, General
Cathy Silk's Woodbury Financial Services Experience April 2002 - November 2012
Job Sr. Financial Analyst at AIG Woodbury Financial Services
Industry Financial Services
Experience
AIG - Woodbury Financial Services December 2012 - Present
Woodbury Financial Services April 2002 - November 2012
Woodbury Financial Services January 2004 - December 2011
Skills
Series 6, Financial Services, Retirement Planning, 401k, Variable Annuities, Retirement, FINRA, Life Insurance, Series 7, Series 63, Finance, Analysis
Education
Metropolitan State University
Business Administration, Management and Operations
AIG - Woodbury Financial Services December 2012 - Present
Woodbury Financial Services April 2002 - November 2012
Woodbury Financial Services January 2004 - December 2011
Skills
Series 6, Financial Services, Retirement Planning, 401k, Variable Annuities, Retirement, FINRA, Life Insurance, Series 7, Series 63, Finance, Analysis
Education
Metropolitan State University
Business Administration, Management and Operations
Eva Cahill's Woodbury Financial Services Experience June 2006 - January 2014
Job Accounting & Finance Professional
Industry Financial Services
Experience
Woodbury Financial Services June 2006 - January 2014
Performance Plus Marketing, Inc. June 2002 - June 2006
Cub Foods December 1988 - June 2002
Skills
FINRA, Accounting, Analysis, Project Management
Education
Augsburg College 2008 — 2012
MBA
Augsburg College 2002 — 2006
BA, Management Information Systems
Cambridge High School
Woodbury Financial Services June 2006 - January 2014
Performance Plus Marketing, Inc. June 2002 - June 2006
Cub Foods December 1988 - June 2002
Skills
FINRA, Accounting, Analysis, Project Management
Education
Augsburg College 2008 — 2012
MBA
Augsburg College 2002 — 2006
BA, Management Information Systems
Cambridge High School
Melissa Stogdill's Woodbury Financial Services Experience 2001 - 2003
Job Business Analysis | Project Management | Research | Documentation
Industry Information Technology and Services
Experience
Independent Project Consultant 2013 - Present
Optum December 2011 - April 2013
Staffing Agencies: TEKsystems, Special Counsel, Robert Half Legal 2003 - 2011
Woodbury Financial Services 2001 - 2003
Fortis Financial Group 1998 - 2001
Skills
Project Management, Business Analysis, Project Coordination, Contract Management, Analysis, Software Documentation, Leadership, Training, Requirements Gathering, Requirements Analysis, Cross-functional..., Investments, Business Process, Project Planning, Team Leadership, Vendor Management, Sourcing, Human Resources, Microsoft Office
Education
University of Wisconsin-Eau Claire
BA
Inver Hills Community College
AS
Independent Project Consultant 2013 - Present
Optum December 2011 - April 2013
Staffing Agencies: TEKsystems, Special Counsel, Robert Half Legal 2003 - 2011
Woodbury Financial Services 2001 - 2003
Fortis Financial Group 1998 - 2001
Skills
Project Management, Business Analysis, Project Coordination, Contract Management, Analysis, Software Documentation, Leadership, Training, Requirements Gathering, Requirements Analysis, Cross-functional..., Investments, Business Process, Project Planning, Team Leadership, Vendor Management, Sourcing, Human Resources, Microsoft Office
Education
University of Wisconsin-Eau Claire
BA
Inver Hills Community College
AS
Joan Pnewski's Woodbury Financial Services Experience February 2011 - Present
Job Chief of Staff, Finance at Woodbury Financial Services
Industry Insurance
Experience
Woodbury Financial Services February 2011 - Present
Woodbury Financial Services December 2008 - February 2011
Woodbury Financial Services February 1999 - November 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Business Analysis, Cross-functional Team...
Education
The Ohio State University 1995 — 1998
Masters, Counseling Psychology
College of Saint Benedict 1986 — 1990
Bachelors, Accounting
Woodbury Financial Services February 2011 - Present
Woodbury Financial Services December 2008 - February 2011
Woodbury Financial Services February 1999 - November 2008
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Business Analysis, Cross-functional Team...
Education
The Ohio State University 1995 — 1998
Masters, Counseling Psychology
College of Saint Benedict 1986 — 1990
Bachelors, Accounting
Todd Overbeek; AIFA® , PPC®'s Woodbury Financial Services Experience September 2006 - May 2012
Job Investment Advisor Representative at LPL Financial
Industry Financial Services
Experience
LPL Financial June 2012 - Present
Sage Advisory Group June 2014 - Present
Woodbury Financial Services September 2006 - May 2012
MassMutual Financial Group February 1996 - September 2006
Education
Calvin College 1988 — 1992
B.A. English, English / Religion
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
AIFA, Fiduciary Analysis
Robert Morris University 2012 — 2012
PPC; Professional Plan Consultant, Qualified Retirement Plans
LPL Financial June 2012 - Present
Sage Advisory Group June 2014 - Present
Woodbury Financial Services September 2006 - May 2012
MassMutual Financial Group February 1996 - September 2006
Education
Calvin College 1988 — 1992
B.A. English, English / Religion
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007 — 2008
AIFA, Fiduciary Analysis
Robert Morris University 2012 — 2012
PPC; Professional Plan Consultant, Qualified Retirement Plans
Shelley Baudler-Johnson's Woodbury Financial Services Experience 2005 - 2010
Job Global Account Manager at HelmsBriscoe
Industry Hospitality
Experience
HelmsBriscoe October 2013 - Present
Crazy Ladies Kitchen September 2011 - June 2013
New Richmond Coaches Association 2010 - 2013
Woodbury Financial Services 2005 - 2010
Skills
Social Media Marketing, Project Planning, Procurement, Time Management, Hotel Contract..., Corporate Events
Education
Bemidji State University 1992 — 1996
Mass Communications
Buffalo High School 1989 — 1992
HelmsBriscoe October 2013 - Present
Crazy Ladies Kitchen September 2011 - June 2013
New Richmond Coaches Association 2010 - 2013
Woodbury Financial Services 2005 - 2010
Skills
Social Media Marketing, Project Planning, Procurement, Time Management, Hotel Contract..., Corporate Events
Education
Bemidji State University 1992 — 1996
Mass Communications
Buffalo High School 1989 — 1992
Pamela Illies's Woodbury Financial Services Experience September 2003 - August 2007
Job owner at PilliesFrillies on Etsy.com
Industry Arts and Crafts
Experience
PilliesFrillies on Etsy.com March 2011 - Present
Woodbury Financial Services September 2003 - August 2007
Skills
Painting, Illustration, Drawing, Mixed Media, Contemporary Art, Graphic Design, Visual Arts, Art, Oil Painting, Sculpture, Logo Design, Craft, Fine Art, Illustrator, Creative Direction, Art Direction, Layout, Brochures, Graphics, Watercolor, Creative Writing, Concept Design, Acrylic, Public Art, Visual Communication, Canvas, Technical Writing, Entrepreneurship, Communication Skills
Education
Augsburg College 1967 — 1969
Art and Secondary Education
Concordia University, St. Paul, MN 1965 — 1967
Art and Elementary Education
Billings West Sr. High School, Billings, MT 1962 — 1965
PilliesFrillies on Etsy.com March 2011 - Present
Woodbury Financial Services September 2003 - August 2007
Skills
Painting, Illustration, Drawing, Mixed Media, Contemporary Art, Graphic Design, Visual Arts, Art, Oil Painting, Sculpture, Logo Design, Craft, Fine Art, Illustrator, Creative Direction, Art Direction, Layout, Brochures, Graphics, Watercolor, Creative Writing, Concept Design, Acrylic, Public Art, Visual Communication, Canvas, Technical Writing, Entrepreneurship, Communication Skills
Education
Augsburg College 1967 — 1969
Art and Secondary Education
Concordia University, St. Paul, MN 1965 — 1967
Art and Elementary Education
Billings West Sr. High School, Billings, MT 1962 — 1965
Matt Froidl's Woodbury Financial Services Experience March 2006 - July 2006
Job Experienced IT Professional
Industry Information Technology and Services
Experience
DTZ April 2014 - Present
Panera Bread February 2011 - January 2013
Premier Lending September 2009 - August 2010
Pasta Grill Corp August 2006 - October 2009
Woodbury Financial Services March 2006 - July 2006
Woodbury Financial Services January 2005 - March 2006
Woodbury Financial Services July 2003 - January 2005
Skills
Project Management, Cross-functional Team..., Leading Diverse Teams, Sales, Customer Service, Recruiting, Team Leadership, Strategic Financial..., Strategic Planning, Microsoft Office, Microsoft Excel, Team Building, Management, Inventory Management, PowerPoint, Outlook, Microsoft Word, Budgets, Marketing, Problem Solving, Hiring, Retail, Social Media, Access, Analysis, Market Research, Event Planning, Time Management, Operations Management, Wealth Management..., Sports, Cross-functional..., Social Networking, Franchising, Teamwork, P&L, Employee Training, Business Planning, P&L Management, Creative Strategy, Cross-Functional Liaison, Creative Visualization, Vendor Relationships, Relationship Mgmt, Analytical Reasoning, Training Facilitation, Customer Advocacy, Tech-savvy, Great troubleshooting...
Education
Lindenwood University 2010 — 2010
B.A., Business Administration, 4.0
Lindenwood University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
nc
DTZ April 2014 - Present
Panera Bread February 2011 - January 2013
Premier Lending September 2009 - August 2010
Pasta Grill Corp August 2006 - October 2009
Woodbury Financial Services March 2006 - July 2006
Woodbury Financial Services January 2005 - March 2006
Woodbury Financial Services July 2003 - January 2005
Skills
Project Management, Cross-functional Team..., Leading Diverse Teams, Sales, Customer Service, Recruiting, Team Leadership, Strategic Financial..., Strategic Planning, Microsoft Office, Microsoft Excel, Team Building, Management, Inventory Management, PowerPoint, Outlook, Microsoft Word, Budgets, Marketing, Problem Solving, Hiring, Retail, Social Media, Access, Analysis, Market Research, Event Planning, Time Management, Operations Management, Wealth Management..., Sports, Cross-functional..., Social Networking, Franchising, Teamwork, P&L, Employee Training, Business Planning, P&L Management, Creative Strategy, Cross-Functional Liaison, Creative Visualization, Vendor Relationships, Relationship Mgmt, Analytical Reasoning, Training Facilitation, Customer Advocacy, Tech-savvy, Great troubleshooting...
Education
Lindenwood University 2010 — 2010
B.A., Business Administration, 4.0
Lindenwood University 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
nc
Mary Ann Brockmeier's Woodbury Financial Services Experience September 2015 - Present
Job Office Manager at Woodbury Financial Services
Industry Investment Management
Experience
Woodbury Financial Services September 2015 - Present
Social Security Administration September 2014 - July 2015
Woodbury Financial Services February 2014 - September 2014
Law Office of Ronald L. Baird November 2011 - December 2013
Law Office of Mark C. Manning December 2012 - August 2013
1/40th Cavalry Apache Troop October 2011 - March 2013
US Army January 2010 - December 2010
West Louisiana Dental Center June 2009 - January 2010
Social Security Disability Firm 2010 - 2010
Gentle Dental Blue Oak May 2008 - June 2009
Skills
Legal Research, Microsoft Office, Spanish/English..., Marketing Management, Legal Writing, Legal Documents, Dental Assisting, Dental Implants, Oral Surgery Assisting, Office Management, Financial Accounting, Piano Education, Dance Education, Social Security..., Medical Records, Medical Terminology, Phlebotomy, Inventory Control, Inventory Management, Document Review, File Management, Notary Public, Litigation Support, Office Equipment, Outlook Express, Wordperfect, Legal Assistance, Spreadsheets, Document Drafting, Pleadings, Office Administration, Equal Opportunities, Briefing, Confidentiality, Filing, Legal Administration, Trial Exhibits, Appointment Scheduling, Westlaw, Military Justice, Courts, Fax, Docketing, Family Law, Administrative..., Transcription, Invoicing, Scanners, Electronic Filing, Paralegals
Education
Central New Mexico Community College 2001 — 2002
Legal Assistant/Paralegal
NM Tech 1992 — 1996
Technical Communications
Socorro High School 1988 — 1992
National Career Education
Lab Assistant/Phlebotomy/EKG
Woodbury Financial Services September 2015 - Present
Social Security Administration September 2014 - July 2015
Woodbury Financial Services February 2014 - September 2014
Law Office of Ronald L. Baird November 2011 - December 2013
Law Office of Mark C. Manning December 2012 - August 2013
1/40th Cavalry Apache Troop October 2011 - March 2013
US Army January 2010 - December 2010
West Louisiana Dental Center June 2009 - January 2010
Social Security Disability Firm 2010 - 2010
Gentle Dental Blue Oak May 2008 - June 2009
Skills
Legal Research, Microsoft Office, Spanish/English..., Marketing Management, Legal Writing, Legal Documents, Dental Assisting, Dental Implants, Oral Surgery Assisting, Office Management, Financial Accounting, Piano Education, Dance Education, Social Security..., Medical Records, Medical Terminology, Phlebotomy, Inventory Control, Inventory Management, Document Review, File Management, Notary Public, Litigation Support, Office Equipment, Outlook Express, Wordperfect, Legal Assistance, Spreadsheets, Document Drafting, Pleadings, Office Administration, Equal Opportunities, Briefing, Confidentiality, Filing, Legal Administration, Trial Exhibits, Appointment Scheduling, Westlaw, Military Justice, Courts, Fax, Docketing, Family Law, Administrative..., Transcription, Invoicing, Scanners, Electronic Filing, Paralegals
Education
Central New Mexico Community College 2001 — 2002
Legal Assistant/Paralegal
NM Tech 1992 — 1996
Technical Communications
Socorro High School 1988 — 1992
National Career Education
Lab Assistant/Phlebotomy/EKG
John Maggiacomo's Woodbury Financial Services Experience June 2003 - September 2009
Job Owner, Gateway Financial Advisors
Industry Financial Services
Experience
Gateway Financial Advisors 2009 - Present
Woodbury Financial Services June 2003 - September 2009
Education
Bentley University 1990 — 1994
Finance / Economics
Gateway Financial Advisors 2009 - Present
Woodbury Financial Services June 2003 - September 2009
Education
Bentley University 1990 — 1994
Finance / Economics
Josh Monesmith's Woodbury Financial Services Experience April 2002 - April 2003
Job Quality Manager at Micropulse, Inc.
Industry Medical Devices
Experience
Micropulse, Inc. November 2011 - Present
Micropulse, Inc. July 2005 - November 2011
Sirva April 2003 - July 2005
Woodbury Financial Services April 2002 - April 2003
Skills
Process Improvement, Risk Management, Medical Devices, Cross-functional Team..., Project Planning, Microsoft Excel, Team Leadership, Account Management, Product Development, Customer Service, Strategic Planning, Team Building, Manufacturing
Education
Indiana University Bloomington 1998 — 2002
BS, Sports Marketing & Management
Micropulse, Inc. November 2011 - Present
Micropulse, Inc. July 2005 - November 2011
Sirva April 2003 - July 2005
Woodbury Financial Services April 2002 - April 2003
Skills
Process Improvement, Risk Management, Medical Devices, Cross-functional Team..., Project Planning, Microsoft Excel, Team Leadership, Account Management, Product Development, Customer Service, Strategic Planning, Team Building, Manufacturing
Education
Indiana University Bloomington 1998 — 2002
BS, Sports Marketing & Management
Matthew Chow's Woodbury Financial Services Experience July 2005 - November 2005
Job Finance & Accounting Professional
Industry Real Estate
Experience
Union Bank May 2013 - Present
MidPen Housing Corporation June 2008 - May 2013
MidPen Housing Corporation January 2006 - June 2008
Woodbury Financial Services July 2005 - November 2005
Banc Investment Group August 2004 - January 2005
Skills
MRI Software, AvidXchange, Microsoft Excel, Financial Reporting, Accounting, Account Reconciliation, Accruals, General Ledger, Residential Homes, Financial Analysis, Affordable Housing, Non-profits, Accounts Payable, Accounts Receivable, Asset Management, Variance Analysis, Nonprofits, Fixed Assets, Financial Modeling, Financial Accounting, Finance, Due Diligence, Auditing, Budgets, Cash Flow, Credit, Forecasting, GAAP, Managerial Finance, Payroll, QuickBooks, Strategic Financial..., Tax Credits, US GAAP, Valuation
Education
St. Mary's College of California
Master's degree, Financial Analysis & Investment Management
College of San Mateo
Accounting
SFSU
Bachelor's degree, Finance, General
Diablo Valley College
Union Bank May 2013 - Present
MidPen Housing Corporation June 2008 - May 2013
MidPen Housing Corporation January 2006 - June 2008
Woodbury Financial Services July 2005 - November 2005
Banc Investment Group August 2004 - January 2005
Skills
MRI Software, AvidXchange, Microsoft Excel, Financial Reporting, Accounting, Account Reconciliation, Accruals, General Ledger, Residential Homes, Financial Analysis, Affordable Housing, Non-profits, Accounts Payable, Accounts Receivable, Asset Management, Variance Analysis, Nonprofits, Fixed Assets, Financial Modeling, Financial Accounting, Finance, Due Diligence, Auditing, Budgets, Cash Flow, Credit, Forecasting, GAAP, Managerial Finance, Payroll, QuickBooks, Strategic Financial..., Tax Credits, US GAAP, Valuation
Education
St. Mary's College of California
Master's degree, Financial Analysis & Investment Management
College of San Mateo
Accounting
SFSU
Bachelor's degree, Finance, General
Diablo Valley College
Anne Cao's Woodbury Financial Services Experience 2003 - 2006
Job Administrative Assistant for Charter
Industry Accounting
Experience
Charter Communications 2012 - 2014
Charter Communications 2010 - 2012
Woodbury Financial Services 2003 - 2006
Sunwest Bank 2001 - 2003
Skills
Training, Spreadsheets, Office Management, Marketing, Forecasting, Leadership, Team Leadership, Process Improvement, Teamwork, Account Management, Project Management, 10 Key, Finance, Banking
Education
Madison Area Technical College
Associate of Science (A.S.), Finance, General
Charter Communications 2012 - 2014
Charter Communications 2010 - 2012
Woodbury Financial Services 2003 - 2006
Sunwest Bank 2001 - 2003
Skills
Training, Spreadsheets, Office Management, Marketing, Forecasting, Leadership, Team Leadership, Process Improvement, Teamwork, Account Management, Project Management, 10 Key, Finance, Banking
Education
Madison Area Technical College
Associate of Science (A.S.), Finance, General
Dawit Haile's Woodbury Financial Services Experience 2010 - 2013
Job Compliance/Regulatory Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial August 2013 - Present
Woodbury Financial Services 2010 - 2013
Woodbury Financial Services October 2008 - December 2010
Ameriprise Financial Services, Inc. January 2007 - October 2008
Ratwik, Roszak & Maloney, P.A. September 2004 - January 2007
Skills
Compliance, Legal Compliance, Microsoft Office, Series 7, Series 63, Series 6, Series 24, Securities, Financial Advisory, FINRA
Education
The George Washington University Law School 2000 — 2003
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Brown University 1991 — 1993
English Language and Literature, General
Thrivent Financial August 2013 - Present
Woodbury Financial Services 2010 - 2013
Woodbury Financial Services October 2008 - December 2010
Ameriprise Financial Services, Inc. January 2007 - October 2008
Ratwik, Roszak & Maloney, P.A. September 2004 - January 2007
Skills
Compliance, Legal Compliance, Microsoft Office, Series 7, Series 63, Series 6, Series 24, Securities, Financial Advisory, FINRA
Education
The George Washington University Law School 2000 — 2003
Doctor of Law (J.D.), Law
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), English Language and Literature, General
Brown University 1991 — 1993
English Language and Literature, General
shelley kunde's Woodbury Financial Services Experience 1997 - 2001
Job Compliance Supervisor at AdvisorNet Financial
Industry Financial Services
Experience
AdvisorNet Financial June 2012 - Present
Educators Financial Services, Inc. / Advanced Advisor Group June 2010 - June 2012
Cetera Advisor Networks LLC (formerly ING Advisors Network) April 2001 - June 2010
Woodbury Financial Services 1997 - 2001
Thomson Reuters 1987 - 1997
Skills
Operations and..., Securities, Series 7, Series 24, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Risk Management
Education
Inver Hills Community College
Legal Assistant
Kaplan University
Securities
Wisconsin Indianhead Technical College
Insurance
AdvisorNet Financial June 2012 - Present
Educators Financial Services, Inc. / Advanced Advisor Group June 2010 - June 2012
Cetera Advisor Networks LLC (formerly ING Advisors Network) April 2001 - June 2010
Woodbury Financial Services 1997 - 2001
Thomson Reuters 1987 - 1997
Skills
Operations and..., Securities, Series 7, Series 24, Mutual Funds, Investments, Investment Advisory, Retirement Planning, Risk Management
Education
Inver Hills Community College
Legal Assistant
Kaplan University
Securities
Wisconsin Indianhead Technical College
Insurance
J. Michael Gordon's Woodbury Financial Services Experience Registered Investment AdvisorWoodbury Financial Services2015 - Present
Job Woodbury Financial Services Investment Advisor
Industry Financial Services
Experience
Woodbury Financial Services Registered Investment AdvisorWoodbury Financial Services2015 - Present
Skills
Retirement Planning, Retirement Income..., Financial Planning, Investments, Portfolio Management, Financial Services, Life Insurance, Mutual Funds, Alternative Investments, Non-Qualified Deferred..., Wealth Management, Estate Planning, Charitable Trusts, Public-private..., Disability Insurance, Employee Stock Options
Education
Columbia University in the City of New York
Master’s Degree, Educational Statistics and Research Methods, B+
Kent State University
Bachelor’s Degree, Economics, B
Ohio University 1964 — 1967
Pre-Medicine/Pre-Medical Studies, B
Woodbury Financial Services Registered Investment AdvisorWoodbury Financial Services2015 - Present
Skills
Retirement Planning, Retirement Income..., Financial Planning, Investments, Portfolio Management, Financial Services, Life Insurance, Mutual Funds, Alternative Investments, Non-Qualified Deferred..., Wealth Management, Estate Planning, Charitable Trusts, Public-private..., Disability Insurance, Employee Stock Options
Education
Columbia University in the City of New York
Master’s Degree, Educational Statistics and Research Methods, B+
Kent State University
Bachelor’s Degree, Economics, B
Ohio University 1964 — 1967
Pre-Medicine/Pre-Medical Studies, B
Mark Schlafer's Woodbury Financial Services Experience January 2006 - Present
Job Uncommon Wealth Management
Industry Financial Services
Experience
Mark Schlafer & Co. April 2007 - Present
Woodbury Financial Services January 2006 - Present
Woodbury Financial Services February 1992 - Present
Skills
Financial Services, Financial Planning, Investment Strategies, Portfolio Management, Investment Management, Alternative Investments, Retirement Planning, Estate Planning, Life Insurance, Coaching, College Funding..., Youth Mentoring, Youth Development, Basketball Coaching
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Economics
Mark Schlafer & Co. April 2007 - Present
Woodbury Financial Services January 2006 - Present
Woodbury Financial Services February 1992 - Present
Skills
Financial Services, Financial Planning, Investment Strategies, Portfolio Management, Investment Management, Alternative Investments, Retirement Planning, Estate Planning, Life Insurance, Coaching, College Funding..., Youth Mentoring, Youth Development, Basketball Coaching
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY