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
Steve Doman Steve Doman's Woodbury Financial Services Experience 2008 - January 2010
Job VP Operations at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. January 2010 - Present
Woodbury Financial Services 2008 - January 2010
Skills
Business Development, Investments
Education
University of California, Berkeley 1985 — 1988
Bachelor of Arts (B.A.)
Gateway Financial Advisors, Inc. January 2010 - Present
Woodbury Financial Services 2008 - January 2010
Skills
Business Development, Investments
Education
University of California, Berkeley 1985 — 1988
Bachelor of Arts (B.A.)
David Weis, M.B.A. David Weis, M.B.A.'s Woodbury Financial Services Experience August 2008 - December 2008
Job President & Founder of F5 Advisors, Investment Advisor Representative
Industry Financial Services
Experience
F5 Advisors January 2013 - Present
Legacy Asset Management of St. Louis January 2009 - December 2012
Woodbury Financial Services August 2008 - December 2008
Morgan Stanley February 2007 - July 2008
UPS May 2000 - May 2001
UPS March 1998 - April 2000
UPS May 1997 - February 1998
UPS June 1995 - May 1997
UPS June 1992 - May 1995
UPS August 1984 - May 1992
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Income, Investment Management, College Funding..., Wealth Accumulation..., Tax Advantaged..., Financial Consulting, Business Retirement..., Hedging, Options Strategies, Second Opinion Analysis, Portfolio Assessment, Portfolio Management, Portfolio Performance..., Risk Analysis, Value Investing, Fundamental Analysis, Business Analysis, Investment Income..., Tax Advantaged..., Investment Strategies, Financial Planning, Financial Advisory, Retirement, Customer Service
Education
Saint Louis University 1990 — 1993
Master of Business Administration (MBA), International Business
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Finance
F5 Advisors January 2013 - Present
Legacy Asset Management of St. Louis January 2009 - December 2012
Woodbury Financial Services August 2008 - December 2008
Morgan Stanley February 2007 - July 2008
UPS May 2000 - May 2001
UPS March 1998 - April 2000
UPS May 1997 - February 1998
UPS June 1995 - May 1997
UPS June 1992 - May 1995
UPS August 1984 - May 1992
Skills
Financial Analysis, Strategic Financial..., Retirement Planning, Retirement Plan..., Retirement Income, Investment Management, College Funding..., Wealth Accumulation..., Tax Advantaged..., Financial Consulting, Business Retirement..., Hedging, Options Strategies, Second Opinion Analysis, Portfolio Assessment, Portfolio Management, Portfolio Performance..., Risk Analysis, Value Investing, Fundamental Analysis, Business Analysis, Investment Income..., Tax Advantaged..., Investment Strategies, Financial Planning, Financial Advisory, Retirement, Customer Service
Education
Saint Louis University 1990 — 1993
Master of Business Administration (MBA), International Business
University of Missouri-Saint Louis 1985 — 1989
Bachelor of Science (BS), Business Finance
Stephen Husten Stephen Husten's Woodbury Financial Services Experience January 2012 - May 2013
Job Sr. Manager, Marketing and Communications; Wealth Management Solutions at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - June 2015
Woodbury Financial Services January 2012 - May 2013
University of St. Thomas and University of Minnesota January 2003 - February 2013
Woodbury Financial Services September 2006 - April 2012
Woodbury Financial Services October 2005 - September 2006
Ameriprise Financial Services, Inc October 1991 - October 2005
Skills
Financial Services, Series 7, Series 63, Series 24, Maximizing Top-Line P&L, Building Strong..., Networking, Building World Class..., RIA Development and..., Strategic Negotiations, Financial Recruiting, Mentoring New Hires, Mentoring Of Staff, Retirement Planning, Estate Planning, Wealth Management, Employee Benefits..., Mutual Funds, Business Strategy, Key Account Mangement, Wholesale Operations, Formerly held Life,..., Formerly held Property..., Employee Benefits, Certified Financial..., Life Insurance, Training Delivery, Investment Advisory..., Holistic Financial..., Sales, Relationship Management, FINRA, Finance, Financial Goals, Financial Advisory, Strategic Financial..., Investments, Fixed Annuities, Financial Planning
Education
University of Saint Thomas - School of Business 1995 — 1996
Master of Business Administration (MBA) - In Progress, Business Administration and Management, General
Saint Cloud State University - G.R. Herberger College of Business 1987 — 1991
BS, Finance, Graduated Cum Laude
Ameriprise Financial Services, Inc. June 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - June 2015
Woodbury Financial Services January 2012 - May 2013
University of St. Thomas and University of Minnesota January 2003 - February 2013
Woodbury Financial Services September 2006 - April 2012
Woodbury Financial Services October 2005 - September 2006
Ameriprise Financial Services, Inc October 1991 - October 2005
Skills
Financial Services, Series 7, Series 63, Series 24, Maximizing Top-Line P&L, Building Strong..., Networking, Building World Class..., RIA Development and..., Strategic Negotiations, Financial Recruiting, Mentoring New Hires, Mentoring Of Staff, Retirement Planning, Estate Planning, Wealth Management, Employee Benefits..., Mutual Funds, Business Strategy, Key Account Mangement, Wholesale Operations, Formerly held Life,..., Formerly held Property..., Employee Benefits, Certified Financial..., Life Insurance, Training Delivery, Investment Advisory..., Holistic Financial..., Sales, Relationship Management, FINRA, Finance, Financial Goals, Financial Advisory, Strategic Financial..., Investments, Fixed Annuities, Financial Planning
Education
University of Saint Thomas - School of Business 1995 — 1996
Master of Business Administration (MBA) - In Progress, Business Administration and Management, General
Saint Cloud State University - G.R. Herberger College of Business 1987 — 1991
BS, Finance, Graduated Cum Laude
Neil Mize Neil Mize's Woodbury Financial Services Experience December 2001 - August 2005
Job Financial Services
Industry Financial Services
Experience
ProEquities, Agent's Marketing Group January 2010 - August 2012
Allstate Financial Services August 2005 - December 2009
Woodbury Financial Services December 2001 - August 2005
Beneficial Life Insurance Company January 2000 - November 2001
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Strategic Financial..., Insurance, Financial Risk..., Income Protection, Employee Benefits, Asset Allocation, IRAs, Income Planning, Retirement Savings, Mutual Funds, Long Term Care Insurance, Qualified Retirement..., 401k Rollovers, 401k, Long-term Care, Wealth Management, Whole Life, Universal Life, Wealth Accumulation, Estate Planning, Buy-sell Agreements, Roth IRA, Variable Annuities, Series 6, Financial Advisory, Critical Illness, FINRA, Key Person Insurance, Pensions, Series 63, Securities, Health Insurance, Permanent Life Insurance, Investment Strategies, Investments, Financial Services, Personal Finance, Wealth Preservation..., Personal Financial..., Group Insurance
Education
The American College 1998 — 2001
Chartered Life Underwriter
University of Georgia - Terry College of Business 1982 — 1986
BBA, Risk Management Insurance
ProEquities, Agent's Marketing Group January 2010 - August 2012
Allstate Financial Services August 2005 - December 2009
Woodbury Financial Services December 2001 - August 2005
Beneficial Life Insurance Company January 2000 - November 2001
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Retirement, Strategic Financial..., Insurance, Financial Risk..., Income Protection, Employee Benefits, Asset Allocation, IRAs, Income Planning, Retirement Savings, Mutual Funds, Long Term Care Insurance, Qualified Retirement..., 401k Rollovers, 401k, Long-term Care, Wealth Management, Whole Life, Universal Life, Wealth Accumulation, Estate Planning, Buy-sell Agreements, Roth IRA, Variable Annuities, Series 6, Financial Advisory, Critical Illness, FINRA, Key Person Insurance, Pensions, Series 63, Securities, Health Insurance, Permanent Life Insurance, Investment Strategies, Investments, Financial Services, Personal Finance, Wealth Preservation..., Personal Financial..., Group Insurance
Education
The American College 1998 — 2001
Chartered Life Underwriter
University of Georgia - Terry College of Business 1982 — 1986
BBA, Risk Management Insurance
Todd Desberg Todd Desberg's Woodbury Financial Services Experience October 2007 - November 2010
Job Financial Advisor, Vice President Investments with First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation February 2013 - Present
NOVA Financial Services November 2010 - February 2013
Woodbury Financial Services October 2007 - November 2010
Desberg Financial Resource September 1999 - November 2010
Great American Advisors, Inc. April 1999 - October 2007
Skills
Retirement Planning, Investments, Financial Services, Life Insurance, Series 6, Wealth Management, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 65, Investment Advisory, Estate Planning, Variable Life, Accident, Strategic Financial..., Investment Strategies, Investment Management, Portfolio Management, Insurance, Asset Managment
Education
University of Arizona 1997 — 1998
Public Health, Law, and Business Administration
Ohio University 1990 — 1995
Bachelor of Science, Business Administration and Health
First Financial Equity Corporation February 2013 - Present
NOVA Financial Services November 2010 - February 2013
Woodbury Financial Services October 2007 - November 2010
Desberg Financial Resource September 1999 - November 2010
Great American Advisors, Inc. April 1999 - October 2007
Skills
Retirement Planning, Investments, Financial Services, Life Insurance, Series 6, Wealth Management, Series 63, Mutual Funds, Variable Annuities, Fixed Annuities, Series 7, Series 65, Investment Advisory, Estate Planning, Variable Life, Accident, Strategic Financial..., Investment Strategies, Investment Management, Portfolio Management, Insurance, Asset Managment
Education
University of Arizona 1997 — 1998
Public Health, Law, and Business Administration
Ohio University 1990 — 1995
Bachelor of Science, Business Administration and Health
Steve Schoeder Steve Schoeder's Woodbury Financial Services Experience June 2009 - September 2011
Job Regional Marketing Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual February 2014 - Present
Prudential Financial January 2013 - January 2014
The Hartford September 2011 - January 2013
Woodbury Financial Services June 2009 - September 2011
Woodbury Financial Services March 2000 - June 2009
Skills
Life Insurance, Series 6, Retirement Planning, Series 63, Insurance, Mutual Funds, Retirement, Fixed Annuities, Series 7, Investments, Financial Services, 401k, Investment Advisory, FINRA, Wealth Management, Variable Annuities, Life & Health Insurance..., Relationship Management, ChFC
Education
The American College 2008 — 2011
ChFC, Chartered Financial Counselor
University of Wisconsin-River Falls 1989 — 1993
Bachelor's degree, Finance, General
Penn Mutual February 2014 - Present
Prudential Financial January 2013 - January 2014
The Hartford September 2011 - January 2013
Woodbury Financial Services June 2009 - September 2011
Woodbury Financial Services March 2000 - June 2009
Skills
Life Insurance, Series 6, Retirement Planning, Series 63, Insurance, Mutual Funds, Retirement, Fixed Annuities, Series 7, Investments, Financial Services, 401k, Investment Advisory, FINRA, Wealth Management, Variable Annuities, Life & Health Insurance..., Relationship Management, ChFC
Education
The American College 2008 — 2011
ChFC, Chartered Financial Counselor
University of Wisconsin-River Falls 1989 — 1993
Bachelor's degree, Finance, General
Phil Eldredge Phil Eldredge's Woodbury Financial Services Experience April 2000 - December 2003
Job Business Development Consultant at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2010 - Present
Thrivent Financial For Lutherans April 2009 - January 2010
Thrivent Financial For Lutherans December 2003 - April 2009
Woodbury Financial Services April 2000 - December 2003
Fortis Financial Group 1990 - 2000
Skills
Mutual Funds, Fixed Annuities, Series 7, Retirement, Retirement Planning, 401k, Series 6, Series 63, Wealth Management, Uniform Combined State..., Series 24, IRAs, Financial Advisory, Asset Allocation, Investments, Life & Health Insurance..., Portfolio Management, Financial Planners, Training, Long-term Care, Investment Strategies, Term Life Insurance, Investment Advisory, FINRA, Strategic Financial..., Life Insurance, Variable Annuities, Estate Planning, Retirement Savings, Leadership, Disability Insurance, Financial Services, Securities, 401k Rollovers, Asset Management, Long Term Care Insurance, Management, Qualified Retirement..., Financial Planning
Education
Saint Mary's University of Minnesota 1983 — 1986
BA, Marketing/Management
Thrivent Financial January 2010 - Present
Thrivent Financial For Lutherans April 2009 - January 2010
Thrivent Financial For Lutherans December 2003 - April 2009
Woodbury Financial Services April 2000 - December 2003
Fortis Financial Group 1990 - 2000
Skills
Mutual Funds, Fixed Annuities, Series 7, Retirement, Retirement Planning, 401k, Series 6, Series 63, Wealth Management, Uniform Combined State..., Series 24, IRAs, Financial Advisory, Asset Allocation, Investments, Life & Health Insurance..., Portfolio Management, Financial Planners, Training, Long-term Care, Investment Strategies, Term Life Insurance, Investment Advisory, FINRA, Strategic Financial..., Life Insurance, Variable Annuities, Estate Planning, Retirement Savings, Leadership, Disability Insurance, Financial Services, Securities, 401k Rollovers, Asset Management, Long Term Care Insurance, Management, Qualified Retirement..., Financial Planning
Education
Saint Mary's University of Minnesota 1983 — 1986
BA, Marketing/Management
Debbie Blumhagen Debbie Blumhagen's Woodbury Financial Services Experience 2009 - 2010
Job Director, Industry Relations at AXA US
Industry Financial Services
Experience
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
AXA US December 2013 - Present
Prudential Financial January 2013 - November 2013
The Hartford 2010 - 2012
Woodbury Financial Services 2009 - 2010
Woodbury Financial Services 2005 - 2009
The MONY Group 1990 - 2005
Pacific Life 1988 - 1990
Skills
Recruiting, Marketing, Business Development, Meeting Planning, Business Operations, Business Planning, Sales, Training, Marketing Strategy, Lead Generation, New Business Development, Budgets, Competitive Analysis, Event Planning
Education
San Diego State University-California State University 1982 — 1986
Bachelor of Science (BS), Business Administration/Finance
Samuel Richey Samuel Richey's Woodbury Financial Services Experience 2006 - 2007
Job Financial Analyst at PPG Industries
Industry Chemicals
Experience
PPG Industries June 2015 - Present
The Ohio State University March 2015 - Present
The Ohio State University August 2014 - Present
The Wendy's Company May 2014 - August 2014
The Ohio State University August 2013 - May 2014
US Bank May 2007 - July 2013
Woodbury Financial Services 2006 - 2007
MFS Investment Management May 2005 - August 2005
Skills
Finance, Investments, Data Analysis, Mergers & Acquisitions, Market Research, Mutual Funds, Financial Analysis, Financial Modeling, Process Improvement, Business Analysis, Banking, Team Leadership, Project Management, Databases, Financial Markets, Strategic Financial..., Wealth Management, DCF Valuation, Options, Revenue Forecasting, Enterprise Risk..., Microsoft CRM, Hyperion HFM
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and International Business, 3.7
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
PPG Industries June 2015 - Present
The Ohio State University March 2015 - Present
The Ohio State University August 2014 - Present
The Wendy's Company May 2014 - August 2014
The Ohio State University August 2013 - May 2014
US Bank May 2007 - July 2013
Woodbury Financial Services 2006 - 2007
MFS Investment Management May 2005 - August 2005
Skills
Finance, Investments, Data Analysis, Mergers & Acquisitions, Market Research, Mutual Funds, Financial Analysis, Financial Modeling, Process Improvement, Business Analysis, Banking, Team Leadership, Project Management, Databases, Financial Markets, Strategic Financial..., Wealth Management, DCF Valuation, Options, Revenue Forecasting, Enterprise Risk..., Microsoft CRM, Hyperion HFM
Education
The Ohio State University - The Max M. Fisher College of Business 2013 — 2015
Master of Business Administration (MBA), Finance and International Business, 3.7
University of Notre Dame 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Monique Nigorizawa Monique Nigorizawa's Woodbury Financial Services Experience September 2005 - October 2009
Job Head of MidWest and South Sales at ROILine by Source Abroad Inc.
Industry Marketing and Advertising
Experience
ROI-Line by Source Abroad Inc. December 2010 - Present
WBT Global October 2009 - October 2010
Woodbury Financial Services September 2005 - October 2009
Woodbury Financial Services August 2002 - August 2005
DFC: Diversified Financial Concepts, Inc. August 2001 - July 2002
Skills
Sales, Marketing, Apparel, Leadership, Recruiting, Forecasting, Sourcing, Cold Calling, Marketing Strategy, Advertising, Account Management, Trade Shows, Salesforce.com
Education
Saint Mary's College of California 1997 — 2001
B.A., Communication, Spanish
ROI-Line by Source Abroad Inc. December 2010 - Present
WBT Global October 2009 - October 2010
Woodbury Financial Services September 2005 - October 2009
Woodbury Financial Services August 2002 - August 2005
DFC: Diversified Financial Concepts, Inc. August 2001 - July 2002
Skills
Sales, Marketing, Apparel, Leadership, Recruiting, Forecasting, Sourcing, Cold Calling, Marketing Strategy, Advertising, Account Management, Trade Shows, Salesforce.com
Education
Saint Mary's College of California 1997 — 2001
B.A., Communication, Spanish
Barbara Schick Barbara Schick's Woodbury Financial Services Experience 2007 - 2007
Job Manager at Kalypso
Industry Management Consulting
Experience
Kalypso September 2014 - Present
Kalypso September 2012 - September 2014
Kalypso September 2011 - September 2012
Kalypso May 2010 - September 2011
Jetpool October 2007 - April 2010
Woodbury Financial Services 2007 - 2007
Tobacco Quota Guarantee 2005 - 2005
Skills
Product Lifecycle..., Management Consulting, Business Process..., Program Management, Project Portfolio..., Business Process..., Business Development, Process Improvement, Cross-functional Team..., Project Management, Product Development, Competitive Analysis, Management, Solution Architecture, Consulting, Business Process
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
BSBA, Finance
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, General
Kalypso September 2014 - Present
Kalypso September 2012 - September 2014
Kalypso September 2011 - September 2012
Kalypso May 2010 - September 2011
Jetpool October 2007 - April 2010
Woodbury Financial Services 2007 - 2007
Tobacco Quota Guarantee 2005 - 2005
Skills
Product Lifecycle..., Management Consulting, Business Process..., Program Management, Project Portfolio..., Business Process..., Business Development, Process Improvement, Cross-functional Team..., Project Management, Product Development, Competitive Analysis, Management, Solution Architecture, Consulting, Business Process
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2003 — 2005
BSBA, Finance
University of North Carolina at Chapel Hill 2001 — 2005
Bachelor of Science in Business Administration (BSBA), Finance, General
Bernie Willhite Bernie Willhite's Woodbury Financial Services Experience August 1997 - Present
Job Internal Sales Consultant at Woodbury Financial Services
Industry Financial Services
Experience
Minnesota Motorcycle Safety Center May 1998 - Present
Woodbury Financial Services August 1997 - Present
Skills
Financial Services, Financial Planning, Series 6, Series 63, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Sales, Retirement, Investments, 401k, Account Management, FINRA, Motorcycle Safety, Relationship Building, Organization Skills
Education
The American College 2007 — 2009
Chartered Life Underwriter, CLU
Minnesota Motorcycle Safety Center May 1998 - Present
Woodbury Financial Services August 1997 - Present
Skills
Financial Services, Financial Planning, Series 6, Series 63, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Mutual Funds, Sales, Retirement, Investments, 401k, Account Management, FINRA, Motorcycle Safety, Relationship Building, Organization Skills
Education
The American College 2007 — 2009
Chartered Life Underwriter, CLU
Jerrod Slay's Woodbury Financial Services Experience November 2010 - August 2011
Job Financial Analyst III at BBVA Compass
Industry Banking
Experience
BBVA Compass June 2013 - Present
BBVA Compass June 2013 - April 2015
BBVA Compass June 2012 - August 2012
Woodbury Financial Services November 2010 - August 2011
Phi Kappa Sigma 2009 - 2009
Skills
Management, Microsoft Excel, PowerPoint, Investments, Teamwork, Strategic Leadership, Business Strategy, Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Banking, Budget Forecasts, Coordination, Critical Thinking, MBA, TM1, Microsoft Office, Finance, Analysis, Leadership, C-Net, Ariba
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Alabama 2006 — 2010
Bachelor of Science (B.S.), Finance, Financial Management
BBVA Compass June 2013 - Present
BBVA Compass June 2013 - April 2015
BBVA Compass June 2012 - August 2012
Woodbury Financial Services November 2010 - August 2011
Phi Kappa Sigma 2009 - 2009
Skills
Management, Microsoft Excel, PowerPoint, Investments, Teamwork, Strategic Leadership, Business Strategy, Strategic Financial..., Financial Analysis, Financial Modeling, Risk Management, Banking, Budget Forecasts, Coordination, Critical Thinking, MBA, TM1, Microsoft Office, Finance, Analysis, Leadership, C-Net, Ariba
Education
University of Alabama, Manderson Graduate School of Business 2011 — 2013
Master of Business Administration (MBA), Finance, General
University of Alabama 2006 — 2010
Bachelor of Science (B.S.), Finance, Financial Management
Paul Stuhlfaut Paul Stuhlfaut's Woodbury Financial Services Experience April 2005 - March 2007
Job Senior Graphic Designer at Boston Scientific Interventional Cardiology
Industry Graphic Design
Experience
Boston Scientific April 2010 - Present
Celarity April 2008 - 2010
Woodbury Financial Services April 2005 - March 2007
Creatis July 2003 - 2005
Go East Design June 2000 - July 2003
Century Graphics January 1994 - January 2000
Stude-Becker Advertising January 1992 - January 1994
Flint Communications, Inc January 1984 - January 1991
Skills
Illustrator, InDesign, Photoshop, Brochures, Logo Design, Graphics, PowerPoint, QuarkXPress, Graphic Design, Art Direction, Direct Mail, Adobe Creative Suite, Advertising, Packaging, Typography, Production, Adobe Acrobat, Microsoft Office, Layout, Photography, Retouching, 3D, Magazines, Corporate Identity, Word, Illustration, Creative Direction, Mac, Pre-press, Logos, Posters, Print Production, Art, Brand Development, Drawing, Flyers, Concept Design, Adobe Digital..., Branding & Identity, Corporate Branding, Vector Illustration, Digital Photography, Image Manipulation, Catalogs, Collateral, Newsletters, Interaction Design, Creative Strategy, Marketing
Education
St. Cloud State College 1969 — 1973
Bachelor of Science, Art
St. Cloud State University 1969 — 1973
Bachelor of Science, Art Education
Control Data Institute
Certificate, Programming
University of Minnesota
Boston Scientific April 2010 - Present
Celarity April 2008 - 2010
Woodbury Financial Services April 2005 - March 2007
Creatis July 2003 - 2005
Go East Design June 2000 - July 2003
Century Graphics January 1994 - January 2000
Stude-Becker Advertising January 1992 - January 1994
Flint Communications, Inc January 1984 - January 1991
Skills
Illustrator, InDesign, Photoshop, Brochures, Logo Design, Graphics, PowerPoint, QuarkXPress, Graphic Design, Art Direction, Direct Mail, Adobe Creative Suite, Advertising, Packaging, Typography, Production, Adobe Acrobat, Microsoft Office, Layout, Photography, Retouching, 3D, Magazines, Corporate Identity, Word, Illustration, Creative Direction, Mac, Pre-press, Logos, Posters, Print Production, Art, Brand Development, Drawing, Flyers, Concept Design, Adobe Digital..., Branding & Identity, Corporate Branding, Vector Illustration, Digital Photography, Image Manipulation, Catalogs, Collateral, Newsletters, Interaction Design, Creative Strategy, Marketing
Education
St. Cloud State College 1969 — 1973
Bachelor of Science, Art
St. Cloud State University 1969 — 1973
Bachelor of Science, Art Education
Control Data Institute
Certificate, Programming
University of Minnesota
Randy Downing, CFP® Randy Downing, CFP®'s Woodbury Financial Services Experience January 2005 - January 2015
Job Sr. Internal Sales Consultant at AIG Advisor Group
Industry Financial Services
Experience
AIG Advisor Group January 2015 - Present
AIG Advisor Group January 2013 - January 2015
Woodbury Financial Services January 2005 - January 2015
Securian Financial Group 2003 - 2005
Securian Financial Group 1999 - 2003
Securian Financial Group 1997 - 1999
Ziegler Thrift Trading 1986 - 1997
Skills
Certified Financial..., Series 7, Series 63, Series 65, Series 24, Wealth Management, Managed Money, Asset Allocation, Separately Managed..., Financial Advisory
Education
University of Minnesota-Twin Cities 1981 — 1983
B.S. Business, Carlson School of Management, Finance
St. Cloud State University 1978 — 1981
AIG Advisor Group January 2015 - Present
AIG Advisor Group January 2013 - January 2015
Woodbury Financial Services January 2005 - January 2015
Securian Financial Group 2003 - 2005
Securian Financial Group 1999 - 2003
Securian Financial Group 1997 - 1999
Ziegler Thrift Trading 1986 - 1997
Skills
Certified Financial..., Series 7, Series 63, Series 65, Series 24, Wealth Management, Managed Money, Asset Allocation, Separately Managed..., Financial Advisory
Education
University of Minnesota-Twin Cities 1981 — 1983
B.S. Business, Carlson School of Management, Finance
St. Cloud State University 1978 — 1981
Christina Brink Christina Brink's Woodbury Financial Services Experience January 2004 - May 2004
Job Zone Controller at Hertz
Industry Automotive
Experience
Hertz June 2011 - Present
Irvine Company June 2010 - April 2011
Vividworks, via UCLA Anderson Global Access Program (GAP) July 2010 - December 2010
Irvine Company July 2006 - July 2010
Irvine Company January 2005 - July 2006
Irvine Company May 2004 - January 2005
Woodbury Financial Services January 2004 - May 2004
Skills
Variance Analysis, Business Planning, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2011
MBA
University of Idaho 1999 — 2003
B.S. Finance
Hertz June 2011 - Present
Irvine Company June 2010 - April 2011
Vividworks, via UCLA Anderson Global Access Program (GAP) July 2010 - December 2010
Irvine Company July 2006 - July 2010
Irvine Company January 2005 - July 2006
Irvine Company May 2004 - January 2005
Woodbury Financial Services January 2004 - May 2004
Skills
Variance Analysis, Business Planning, Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Due Diligence
Education
UCLA Anderson School of Management 2008 — 2011
MBA
University of Idaho 1999 — 2003
B.S. Finance
Dae H. Kim Dae H. Kim's Woodbury Financial Services Experience November 2005 - June 2007
Job Sr. Analyst, Marketing Analytics at Toyota Financial Services
Industry Financial Services
Experience
Toyota Financial Services March 2015 - Present
Toyota Motor Sales, USA August 2014 - March 2015
Toyota Motor Sales, USA March 2014 - August 2014
Toyota Motor Sales, USA May 2013 - August 2013
RNC Genter Capital Management July 2010 - October 2012
Dennis Kim, Inc. July 2007 - June 2010
Woodbury Financial Services November 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Asset Managment, Portfolio Management, Microsoft Excel, Strategic Planning, Financial Services, Data Analysis, Management, Finance, Valuation, Investments, Asset Management, Corporate Finance, Analysis
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of California, Los Angeles
B.S., Physical and Biological Anthropology
Toyota Financial Services March 2015 - Present
Toyota Motor Sales, USA August 2014 - March 2015
Toyota Motor Sales, USA March 2014 - August 2014
Toyota Motor Sales, USA May 2013 - August 2013
RNC Genter Capital Management July 2010 - October 2012
Dennis Kim, Inc. July 2007 - June 2010
Woodbury Financial Services November 2005 - June 2007
Skills
Financial Modeling, Financial Analysis, Strategic Financial..., Asset Managment, Portfolio Management, Microsoft Excel, Strategic Planning, Financial Services, Data Analysis, Management, Finance, Valuation, Investments, Asset Management, Corporate Finance, Analysis
Education
University of Southern California - Marshall School of Business
MBA, Finance
University of California, Los Angeles
B.S., Physical and Biological Anthropology
Mitchell J. Thompson, CFP®'s Woodbury Financial Services Experience October 2008 - March 2012
Job CERTIFIED FINANCIAL PLANNER™ professional
Industry Financial Services
Experience
MJT & Associates, LLC. June 2000 - Present
GEN Financial Management, Inc March 2012 - June 2014
Woodbury Financial Services October 2008 - March 2012
MassMutual June 2000 - October 2008
Skills
Retirement Planning, Retirement, Life Insurance, 401k, Wealth Accumulation, Disability Insurance, Strategic Financial..., Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Relationship Management, Long-term Care, Income Protection, Investment Strategies, Financial Advisory, Asset Management
Education
University of Jamestown 1996 — 2000
Business Administration, Economics & Personal Financial Services
MJT & Associates, LLC. June 2000 - Present
GEN Financial Management, Inc March 2012 - June 2014
Woodbury Financial Services October 2008 - March 2012
MassMutual June 2000 - October 2008
Skills
Retirement Planning, Retirement, Life Insurance, 401k, Wealth Accumulation, Disability Insurance, Strategic Financial..., Investments, Asset Allocation, Portfolio Management, Wealth Management, Investment Advisory, Relationship Management, Long-term Care, Income Protection, Investment Strategies, Financial Advisory, Asset Management
Education
University of Jamestown 1996 — 2000
Business Administration, Economics & Personal Financial Services
Fred Savel Fred Savel's Woodbury Financial Services Experience November 2010 - August 2012
Job Financial Advisor at First Brokerage America
Industry Financial Services
Experience
First Brokerage America August 2012 - Present
Woodbury Financial Services November 2010 - August 2012
US Bancorp Investments & Insurance April 2001 - November 2010
Merrill Lynch April 1983 - December 1987
Skills
Finance, Securities, Retirement Planning, Wealth Management, Investments, Series 63, Series 7, Investment Advisory, Financial Advisory, Asset Management, 401k, Banking, Alternative Investments, Wealth Management..., Investment Advisory...
Education
University of Arizona 1975 — 1979
Bachelor of Science, Business Administration
First Brokerage America August 2012 - Present
Woodbury Financial Services November 2010 - August 2012
US Bancorp Investments & Insurance April 2001 - November 2010
Merrill Lynch April 1983 - December 1987
Skills
Finance, Securities, Retirement Planning, Wealth Management, Investments, Series 63, Series 7, Investment Advisory, Financial Advisory, Asset Management, 401k, Banking, Alternative Investments, Wealth Management..., Investment Advisory...
Education
University of Arizona 1975 — 1979
Bachelor of Science, Business Administration
Trotter, Ike Trotter, Ike's Woodbury Financial Services Experience 1995 - Present
Job Financial Advisor at IKE TROTTER AGENCY, LLC
Industry Financial Services
Experience
Woodbury Financial Services 1995 - Present
IKE TROTTER AGENCY, LLC 1981 - Present
IKE TROTTER AGENCY, LLC May 1980 - Present
NAIFA 1975 - 2015
NAIFA 1975 - 2015
NAIFA 1975 - 2015
Skills
Fixed Annuities, Insurance, IRAs, Estate Planning, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, Life Insurance, Strategic Financial..., Long Term Care Insurance, Retirement
Education
received estate and financial planning certification from The American College, Bryn Mawr, PA 1991 — 2006
Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living, Financial and Estate Planning certification
University of Mississippi 1970 — 1974
Bachelor of Arts degree, Liberal Arts
Woodbury Financial Services 1995 - Present
IKE TROTTER AGENCY, LLC 1981 - Present
IKE TROTTER AGENCY, LLC May 1980 - Present
NAIFA 1975 - 2015
NAIFA 1975 - 2015
NAIFA 1975 - 2015
Skills
Fixed Annuities, Insurance, IRAs, Estate Planning, Retirement Planning, Disability Insurance, Long-term Care, Mutual Funds, Life Insurance, Strategic Financial..., Long Term Care Insurance, Retirement
Education
received estate and financial planning certification from The American College, Bryn Mawr, PA 1991 — 2006
Chartered Life Underwriter, Chartered Financial Consultant and Chartered Advisor for Senior Living, Financial and Estate Planning certification
University of Mississippi 1970 — 1974
Bachelor of Arts degree, Liberal Arts
Andrew Schaefer Andrew Schaefer's Woodbury Financial Services Experience April 2012 - Present
Job Investment Advisor Representative at Woodbury Financial Services, Inc.
Industry Financial Services
Experience
Woodbury Financial Services April 2012 - Present
The Men's Wearhouse May 2010 - July 2011
Skills
Microsoft Excel
Education
University of Illinois 2007 — 2010
Bachelor of Arts, Economics
Morton High School
Woodbury Financial Services April 2012 - Present
The Men's Wearhouse May 2010 - July 2011
Skills
Microsoft Excel
Education
University of Illinois 2007 — 2010
Bachelor of Arts, Economics
Morton High School
Lipika Hayet's Woodbury Financial Services Experience August 2004 - November 2004
Job Counterparty Credit Risk Analyst at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2013 - Present
Federal Reserve Board of Governors September 2012 - June 2013
Declaration Management & Research LLC July 2007 - October 2012
Merrill Lynch December 2004 - June 2007
Woodbury Financial Services August 2004 - November 2004
World Bank April 2003 - March 2004
Skills
Fixed Income, Bloomberg, Derivatives, Financial Analysis, Financial Modeling, Equities, Valuation, Portfolio Management, Capital Markets, Trading, Credit, Securities, VBA, Risk Management, Banking, Research, Finance, Access, SAS, Asset Management, Investments, Insurance, Quantitative Analysis, Analysis, Asset Managment, Excel, Matlab, Visio, Collateral Management, Portfolio Optimization, Bonds, Economics, Corporate Finance, Financial Reporting, Statistics, Alternative Investments, Investment Banking, Microsoft Excel, Word, PowerPoint, Hindi, Bengali, Urdu, Financial Planning, Funding, Microsoft Office, Morningstar, FX, Asset Allocation, Customer Relations
Education
The George Washington University 2010 — 2012
Masters of Science, Finance
The George Washington University 2000 — 2003
Bachelor, Business Administration, Management Information Systems
Fannie Mae June 2013 - Present
Federal Reserve Board of Governors September 2012 - June 2013
Declaration Management & Research LLC July 2007 - October 2012
Merrill Lynch December 2004 - June 2007
Woodbury Financial Services August 2004 - November 2004
World Bank April 2003 - March 2004
Skills
Fixed Income, Bloomberg, Derivatives, Financial Analysis, Financial Modeling, Equities, Valuation, Portfolio Management, Capital Markets, Trading, Credit, Securities, VBA, Risk Management, Banking, Research, Finance, Access, SAS, Asset Management, Investments, Insurance, Quantitative Analysis, Analysis, Asset Managment, Excel, Matlab, Visio, Collateral Management, Portfolio Optimization, Bonds, Economics, Corporate Finance, Financial Reporting, Statistics, Alternative Investments, Investment Banking, Microsoft Excel, Word, PowerPoint, Hindi, Bengali, Urdu, Financial Planning, Funding, Microsoft Office, Morningstar, FX, Asset Allocation, Customer Relations
Education
The George Washington University 2010 — 2012
Masters of Science, Finance
The George Washington University 2000 — 2003
Bachelor, Business Administration, Management Information Systems
Rick Bosak's Woodbury Financial Services Experience 1994 - 1998
Job Branding, Creative Services and design expertise
Industry Marketing and Advertising
Experience
St. Jude Medical March 2010 - September 2012
HealthEast March 2004 - August 2008
Bosak Marketing Communications 2002 - March 2004
RBC 2003 - 2004
ING 1998 - 2002
Woodbury Financial Services 1994 - 1998
Skills
Management, Team Management, Graphic Design, Creative Direction, Project Management, Marketing Communications, Marketing, Marketing Strategy, Advertising, Corporate Branding, Direct Mail, Brand Development, Art Direction, InDesign, Corporate Identity, Brand Management, Typography, Leadership, Graphics, Creative Strategy, Adobe Creative Suite, Adobe Acrobat, Logo Design, Illustrator, Social Media Marketing, Brochures, Social Media, QuarkXPress, Online Marketing, Public Relations, Corporate Communications, Direct Marketing, Mac, Email Marketing, Branding & Identity, Web Design, Strategy, Dreamweaver, Digital Marketing, User Experience, Newsletters, Integrated Marketing, Photoshop, Product Launch, Copywriting, Packaging, Photography, Business Strategy, Layout, Internal Communications
Education
University of Minnesota-Twin Cities
Bachelor of Fine Arts (B.F.A.)
St. Jude Medical March 2010 - September 2012
HealthEast March 2004 - August 2008
Bosak Marketing Communications 2002 - March 2004
RBC 2003 - 2004
ING 1998 - 2002
Woodbury Financial Services 1994 - 1998
Skills
Management, Team Management, Graphic Design, Creative Direction, Project Management, Marketing Communications, Marketing, Marketing Strategy, Advertising, Corporate Branding, Direct Mail, Brand Development, Art Direction, InDesign, Corporate Identity, Brand Management, Typography, Leadership, Graphics, Creative Strategy, Adobe Creative Suite, Adobe Acrobat, Logo Design, Illustrator, Social Media Marketing, Brochures, Social Media, QuarkXPress, Online Marketing, Public Relations, Corporate Communications, Direct Marketing, Mac, Email Marketing, Branding & Identity, Web Design, Strategy, Dreamweaver, Digital Marketing, User Experience, Newsletters, Integrated Marketing, Photoshop, Product Launch, Copywriting, Packaging, Photography, Business Strategy, Layout, Internal Communications
Education
University of Minnesota-Twin Cities
Bachelor of Fine Arts (B.F.A.)
Frances Felich Frances Felich's Woodbury Financial Services Experience October 2006 - November 2008
Job at Gateway Financial Advisors, Inc.
Industry Financial Services
Experience
Gateway Financial Advisors, Inc. December 2008 - Present
Woodbury Financial Services October 2006 - November 2008
Education
San Jose State University 1959 — 1962
Business Management
Gateway Financial Advisors, Inc. December 2008 - Present
Woodbury Financial Services October 2006 - November 2008
Education
San Jose State University 1959 — 1962
Business Management
Marty Valade Marty Valade's Woodbury Financial Services Experience January 2001 - Present
Job Investment Advisor at Woodbury Financial Services
Industry Investment Management
Experience
Woodbury Financial Services January 2001 - Present
Morgan Stanley Dean Witter May 1986 - December 2000
Skills
Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Investments, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Financial Advisory, Finance, Estate Planning, Portfolio Management, Series 63, Retirement, IRAs, Investment Advisory, Life Insurance, Alternative Investments, Equities, Securities
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science, Business/Hotel Administration
Paul Smith's College 1977 — 1979
A.A.S, Hotel Administration
Potsdam High School 1974 — 1977
Diploma
Woodbury Financial Services January 2001 - Present
Morgan Stanley Dean Witter May 1986 - December 2000
Skills
Mutual Funds, Series 7, Strategic Financial..., Asset Managment, Investments, Wealth Management, Asset Allocation, Retirement Planning, Asset Management, Financial Advisory, Finance, Estate Planning, Portfolio Management, Series 63, Retirement, IRAs, Investment Advisory, Life Insurance, Alternative Investments, Equities, Securities
Education
University of Nevada-Las Vegas 1979 — 1981
Bachelor of Science, Business/Hotel Administration
Paul Smith's College 1977 — 1979
A.A.S, Hotel Administration
Potsdam High School 1974 — 1977
Diploma
Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS Bill Stafford, CFP, MSFS, CLU, ChFC, CFS, CAS's Woodbury Financial Services Experience October 2008 - Present
Job Owner of Stafford Wealth Management, LLC Over 30 years of Wealth Management and Advice since 1981
Industry Investment Management
Experience
Stafford Wealth Management, LLC October 2008 - Present
Woodbury Financial Services October 2008 - Present
Anthem Country Club Community Association May 2008 - December 2008
AXA Advisors July 2004 - September 2008
MONY Securities Corporation November 1984 - July 2004
MONY (Mutual Of New York) July 1981 - July 2004
Walt Disney Company June 1978 - June 1981
Skills
Strategic Financial..., Investments, Retirement, Wealth Management, Fixed Annuities, Financial Planning
Education
University of California, Los Angeles 1979 — 1981
BA, Psychology
San Diego State University-California State University 1978 — 1979
Stafford Wealth Management, LLC October 2008 - Present
Woodbury Financial Services October 2008 - Present
Anthem Country Club Community Association May 2008 - December 2008
AXA Advisors July 2004 - September 2008
MONY Securities Corporation November 1984 - July 2004
MONY (Mutual Of New York) July 1981 - July 2004
Walt Disney Company June 1978 - June 1981
Skills
Strategic Financial..., Investments, Retirement, Wealth Management, Fixed Annuities, Financial Planning
Education
University of California, Los Angeles 1979 — 1981
BA, Psychology
San Diego State University-California State University 1978 — 1979
Brad Behrens Brad Behrens's Woodbury Financial Services Experience June 2010 - September 2010
Job Project Manager at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group April 2015 - Present
Hartford Funds August 2013 - April 2015
The Hartford January 2011 - August 2013
Woodbury Financial Services June 2010 - September 2010
Skills
Project Management, Team Leadership, Project Coordination, Microsoft Office, Data Analysis, Business Requirements, Business Analysis, Communication Skills, Process Improvement, Creative Problem Solving, Recruiting, SDLC, Microsoft Project, Resource Allocation, SharePoint Designer, Lean Six Sigma, Agile Methodologies, Social Media, SQL, Accounting, User Acceptance Testing, Interviewing Skills, Contract Negotiation, Digital Marketing
Education
University of Minnesota-Twin Cities 2008 — 2010
Bachelor of Arts (B.A.), Economics
St. Norbert College 2006 — 2008
UnitedHealth Group April 2015 - Present
Hartford Funds August 2013 - April 2015
The Hartford January 2011 - August 2013
Woodbury Financial Services June 2010 - September 2010
Skills
Project Management, Team Leadership, Project Coordination, Microsoft Office, Data Analysis, Business Requirements, Business Analysis, Communication Skills, Process Improvement, Creative Problem Solving, Recruiting, SDLC, Microsoft Project, Resource Allocation, SharePoint Designer, Lean Six Sigma, Agile Methodologies, Social Media, SQL, Accounting, User Acceptance Testing, Interviewing Skills, Contract Negotiation, Digital Marketing
Education
University of Minnesota-Twin Cities 2008 — 2010
Bachelor of Arts (B.A.), Economics
St. Norbert College 2006 — 2008
Nicholas Bliss's Woodbury Financial Services Experience February 2015 - Present
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services February 2015 - Present
Summit Brokerage Services, Inc. January 2012 - July 2014
ProBuild Holdings July 1999 - December 2012
Skills
401k Rollovers, Retirement Planning, Investments, 401k, Financial Advisory, 403 b, Financial Planners, High Net Worth..., Term Life Insurance, Variable Annuities, Commercial Banking, Strategic Financial..., Banking, Finance, Wealth, Commercial Lending, Loans, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Securities, Bonds, Investment Properties, Investment Strategies, Wealth Management, Asset Allocation, Investment Management, Financial Goals, ETFs, IRAs, Alternative Investments, Separately Managed..., Pensions, Roth IRA, Fixed Income, Equities, Financial Services, Life & Health Insurance..., Variable Life, Life Insurance, Credit Analysis, Credit, Whole Life, Disability Insurance, Uniform Combined State..., Series 66, Series 7
Education
Empire State Stock Broker Institute 2011 — 2012
General Securities
Saginaw Valley State University - College of Business and Management 1996 — 2000
Accounting and Business/Management
Cass City High School 1992 — 1996
Woodbury Financial Services February 2015 - Present
Summit Brokerage Services, Inc. January 2012 - July 2014
ProBuild Holdings July 1999 - December 2012
Skills
401k Rollovers, Retirement Planning, Investments, 401k, Financial Advisory, 403 b, Financial Planners, High Net Worth..., Term Life Insurance, Variable Annuities, Commercial Banking, Strategic Financial..., Banking, Finance, Wealth, Commercial Lending, Loans, Portfolio Management, Asset Management, Investment Advisory, Mutual Funds, Securities, Bonds, Investment Properties, Investment Strategies, Wealth Management, Asset Allocation, Investment Management, Financial Goals, ETFs, IRAs, Alternative Investments, Separately Managed..., Pensions, Roth IRA, Fixed Income, Equities, Financial Services, Life & Health Insurance..., Variable Life, Life Insurance, Credit Analysis, Credit, Whole Life, Disability Insurance, Uniform Combined State..., Series 66, Series 7
Education
Empire State Stock Broker Institute 2011 — 2012
General Securities
Saginaw Valley State University - College of Business and Management 1996 — 2000
Accounting and Business/Management
Cass City High School 1992 — 1996
Nathan Ellison Nathan Ellison's Woodbury Financial Services Experience May 2006 - January 2008
Job Aircraft Mechanic at 148th Fighter Wing Minnesota Air National Guard
Industry Military
Experience
148th Fighter WIng September 2008 - Present
Duluth Entertaniment Convention Center December 2001 - September 2011
Nordby Builders, Inc. January 2008 - March 2009
Woodbury Financial Services May 2006 - January 2008
Skills
Business Development, Customer Service, Problem Solving, Sales, Management, Aircraft Maintenance, Strategic Financial..., Construction, Mechanical Inspection, Environmental Awareness
Education
The College of St. Scholastica 2012 — 2014
Master of Arts (M.A.), Management concentration in Change Leadership
The College of St. Scholastica 2002 — 2006
Bachelor of Arts, Business Management
148th Fighter WIng September 2008 - Present
Duluth Entertaniment Convention Center December 2001 - September 2011
Nordby Builders, Inc. January 2008 - March 2009
Woodbury Financial Services May 2006 - January 2008
Skills
Business Development, Customer Service, Problem Solving, Sales, Management, Aircraft Maintenance, Strategic Financial..., Construction, Mechanical Inspection, Environmental Awareness
Education
The College of St. Scholastica 2012 — 2014
Master of Arts (M.A.), Management concentration in Change Leadership
The College of St. Scholastica 2002 — 2006
Bachelor of Arts, Business Management
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
Walter White Walter White's Woodbury Financial Services Experience January 2001 - January 2009
Job President and Chief Executive Officer of Allianz Life Insurance Company of North America
Industry Financial Services
Experience
Allianz Life December 2011 - Present
Allianz SE January 2009 - December 2011
Allianz Life Insurance Company January 2009 - December 2011
Allianz January 2009 - December 2011
Woodbury Financial Services January 2001 - January 2009
The Hartford 2001 - 2009
Fortis Financial Group 1998 - 2001
The MONY Group 1988 - 1994
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Marketing
Yale University 1975 — 1979
Allianz Life December 2011 - Present
Allianz SE January 2009 - December 2011
Allianz Life Insurance Company January 2009 - December 2011
Allianz January 2009 - December 2011
Woodbury Financial Services January 2001 - January 2009
The Hartford 2001 - 2009
Fortis Financial Group 1998 - 2001
The MONY Group 1988 - 1994
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Marketing
Yale University 1975 — 1979
Kristin R. Veare Kristin R. Veare's Woodbury Financial Services Experience January 2011 - November 2011
Job Senior Associate at State Street
Industry Accounting
Experience
State Street January 2013 - Present
DeVry University November 2011 - August 2012
Woodbury Financial Services January 2011 - November 2011
Edward Jones August 2007 - January 2011
United States Navy July 1999 - March 2007
Skills
Military, Investments, Customer Service, Leadership, Team Leadership, Training, Process Improvement, Microsoft Excel, Microsoft Office, Project Management, Social Networking, Social Media, Account Management, Customer Retention, Microsoft Word, Business Networking, Office Administration, Recruiting, iWork, Apple Pages, Apple Keynote, Apple Numbers, Salesforce.com, Microsoft Powerpoint, PowerPoint, Management, Retirement Planning, Marketing Strategy, Insurance, Public Speaking, Time Management, Team Building, Strategic Planning, Finance, Leadership Development, Networking, Small Business, Access, Social Media Marketing, Accounting, Strategy, Business Development, Budgets, Mutual Funds, Negotiation, Public Relations
Education
Argosy University San Francisco Bay Area 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
Park University 2004 — 2007
Bachelors of Science, Finance & Management, 3.76
High-Tech Institute - Sacramento, CA 1997 — 1998
Associate of Science (A.S.), Health Care Administration/Management, 4.0
State Street January 2013 - Present
DeVry University November 2011 - August 2012
Woodbury Financial Services January 2011 - November 2011
Edward Jones August 2007 - January 2011
United States Navy July 1999 - March 2007
Skills
Military, Investments, Customer Service, Leadership, Team Leadership, Training, Process Improvement, Microsoft Excel, Microsoft Office, Project Management, Social Networking, Social Media, Account Management, Customer Retention, Microsoft Word, Business Networking, Office Administration, Recruiting, iWork, Apple Pages, Apple Keynote, Apple Numbers, Salesforce.com, Microsoft Powerpoint, PowerPoint, Management, Retirement Planning, Marketing Strategy, Insurance, Public Speaking, Time Management, Team Building, Strategic Planning, Finance, Leadership Development, Networking, Small Business, Access, Social Media Marketing, Accounting, Strategy, Business Development, Budgets, Mutual Funds, Negotiation, Public Relations
Education
Argosy University San Francisco Bay Area 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.98
Park University 2004 — 2007
Bachelors of Science, Finance & Management, 3.76
High-Tech Institute - Sacramento, CA 1997 — 1998
Associate of Science (A.S.), Health Care Administration/Management, 4.0
Matt Davitz Matt Davitz's Woodbury Financial Services Experience June 2006 - November 2006
Job Branch Manager at First State Bank of Campbell Hill
Industry Banking
Experience
First State Bank of Campbell Hill February 2013 - Present
Allsup Inc. August 2011 - February 2013
Gilster-Mary Lee Corporation January 2008 - 2011
Wells Fargo Financial November 2006 - January 2008
Woodbury Financial Services June 2006 - November 2006
Gilster-Mary Lee Corporation March 2005 - June 2006
Chester Dairy Company October 2003 - March 2005
Skills
Financial Analysis, Accounts Payable, Strategic Financial..., Mortgage Lending, Loans, Sales, Microsoft Office, Microsoft Excel, Customer Service, Insurance, Microsoft Word, Finance, Outlook
Education
Southern Illinois University, Carbondale
Bachelors of Science, Business Administration/Finance
Southern Illinois Universtiy Carbondale
Bachelor of Arts, Political Science
First State Bank of Campbell Hill February 2013 - Present
Allsup Inc. August 2011 - February 2013
Gilster-Mary Lee Corporation January 2008 - 2011
Wells Fargo Financial November 2006 - January 2008
Woodbury Financial Services June 2006 - November 2006
Gilster-Mary Lee Corporation March 2005 - June 2006
Chester Dairy Company October 2003 - March 2005
Skills
Financial Analysis, Accounts Payable, Strategic Financial..., Mortgage Lending, Loans, Sales, Microsoft Office, Microsoft Excel, Customer Service, Insurance, Microsoft Word, Finance, Outlook
Education
Southern Illinois University, Carbondale
Bachelors of Science, Business Administration/Finance
Southern Illinois Universtiy Carbondale
Bachelor of Arts, Political Science
Amy Harbort Amy Harbort's Woodbury Financial Services Experience November 2013 - Present
Job Deputy Chief Compliance Officer at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services November 2013 - Present
Woodbury Financial Services July 2011 - November 2013
Woodbury Financial Services September 2008 - July 2011
Woodbury Financial Services August 2006 - September 2008
Piper Jaffray January 2006 - August 2006
Piper Jaffray 2004 - 2006
Piper Jaffray 2003 - 2004
Piper Jaffray 2002 - 2003
Piper Jaffray 2000 - 2002
Piper Jaffray 2000 - 2000
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science, Economics, Rhetoric, Business Education
St. Cloud State University - Herberger Business School 1994 — 1995
Woodbury Financial Services November 2013 - Present
Woodbury Financial Services July 2011 - November 2013
Woodbury Financial Services September 2008 - July 2011
Woodbury Financial Services August 2006 - September 2008
Piper Jaffray January 2006 - August 2006
Piper Jaffray 2004 - 2006
Piper Jaffray 2003 - 2004
Piper Jaffray 2002 - 2003
Piper Jaffray 2000 - 2002
Piper Jaffray 2000 - 2000
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science, Economics, Rhetoric, Business Education
St. Cloud State University - Herberger Business School 1994 — 1995
Thomas H. Curry Thomas H. Curry's Woodbury Financial Services Experience April 2006 - August 2012
Job Investment Representative at Capital Guardian LLC
Industry Financial Services
Experience
Curry and Curry, P.A. June 1991 - Present
Capital Guardian LLC August 2012 - Present
Woodbury Financial Services April 2006 - August 2012
Deloitte & Touche May 1989 - September 1990
Skills
Investments, Finance, Small Business, Securities, FINRA, CPA, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Accounting, Customer Service, Financial Advisory, IRAs, Life Insurance
Education
University of North Carolina at Charlotte 1982 — 1989
BS, Accounting
Curry and Curry, P.A. June 1991 - Present
Capital Guardian LLC August 2012 - Present
Woodbury Financial Services April 2006 - August 2012
Deloitte & Touche May 1989 - September 1990
Skills
Investments, Finance, Small Business, Securities, FINRA, CPA, Retirement Planning, Retirement, Strategic Financial..., Estate Planning, Wealth Management, Series 7, Mutual Funds, Asset Allocation, Investment Advisory, Accounting, Customer Service, Financial Advisory, IRAs, Life Insurance
Education
University of North Carolina at Charlotte 1982 — 1989
BS, Accounting
William Cuba, CLU, ChFC William Cuba, CLU, ChFC's Woodbury Financial Services Experience May 2011 - Present
Job Financial Advisor at Reynolds Financial Advisors
Industry Financial Services
Experience
Woodbury Financial Services May 2011 - Present
Ameritas Investment Corp. June 2002 - May 2011
Morgan Stanley 2000 - 2002
Skills
Finance, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning, 401k, Investments, Insurance
Education
Penn State University 1995 — 1999
BS, Economics
Woodbury Financial Services May 2011 - Present
Ameritas Investment Corp. June 2002 - May 2011
Morgan Stanley 2000 - 2002
Skills
Finance, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning, 401k, Investments, Insurance
Education
Penn State University 1995 — 1999
BS, Economics
Dominique Villaume Dominique Villaume's Woodbury Financial Services Experience 1999 - 2004
Job Service Professional IIL Managed Accounts, Trades and Service at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 2010 - Present
Capital Management Securities June 2008 - December 2009
Merrill Lynch 2007 - April 2008
RBC Dain Rauscher 2005 - 2007
Woodbury Financial Services 1999 - 2004
Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments
Education
University of Minnesota-Twin Cities 1992 — 1996
BS, Genetics and Cell Biology
Ameriprise Financial March 2010 - Present
Capital Management Securities June 2008 - December 2009
Merrill Lynch 2007 - April 2008
RBC Dain Rauscher 2005 - 2007
Woodbury Financial Services 1999 - 2004
Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments
Education
University of Minnesota-Twin Cities 1992 — 1996
BS, Genetics and Cell Biology
Becky L'Allier Becky L'Allier's Woodbury Financial Services Experience March 2012 - May 2013
Job Paralegal at Ditech
Industry Legal Services
Experience
Ditech July 2013 - Present
Woodbury Financial Services March 2012 - May 2013
Woodbury Financial Services February 2007 - March 2012
Woodbury Financial Services April 2002 - April 2004
Allianz Life September 1998 - April 2002
Skills
Corporate Law, FINRA, Financial Services, Insurance, Securities
Education
Rasmussen College-Minnesota 2011 — 2012
Associate of Arts and Sciences (AAS), Paralegal
University of Wisconsin-Eau Claire 1992 — 1998
Bachelor of Arts (BA), Criminal Justice and Corrections
Ditech July 2013 - Present
Woodbury Financial Services March 2012 - May 2013
Woodbury Financial Services February 2007 - March 2012
Woodbury Financial Services April 2002 - April 2004
Allianz Life September 1998 - April 2002
Skills
Corporate Law, FINRA, Financial Services, Insurance, Securities
Education
Rasmussen College-Minnesota 2011 — 2012
Associate of Arts and Sciences (AAS), Paralegal
University of Wisconsin-Eau Claire 1992 — 1998
Bachelor of Arts (BA), Criminal Justice and Corrections
Angela Matthews Angela Matthews's Woodbury Financial Services Experience 2014 - 2015
Job Registered Representative at Legacy Wealth Management
Industry Financial Services
Experience
Legacy Wealth Management March 2014 - Present
Woodbury Financial Services 2014 - 2015
LPL Financial January 1998 - August 2012
Skills
Wealth Management, Management, Investments, Securities, Strategic Planning, Wealth, Finance, Sales, Insurance, Medicare Supplements
Education
University of Houston-Clear Lake 1990 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Stephen F. Austin State University 1986 — 1989
Accounting
Marshall High School 1981 — 1986
Legacy Wealth Management March 2014 - Present
Woodbury Financial Services 2014 - 2015
LPL Financial January 1998 - August 2012
Skills
Wealth Management, Management, Investments, Securities, Strategic Planning, Wealth, Finance, Sales, Insurance, Medicare Supplements
Education
University of Houston-Clear Lake 1990 — 1992
Bachelor of Science (B.S.), Accounting and Finance
Stephen F. Austin State University 1986 — 1989
Accounting
Marshall High School 1981 — 1986
Brian Fitch Brian Fitch's Woodbury Financial Services Experience May 2005 - July 2006
Job Business Systems Support Manager at Barr Engineering Co.
Industry Retail
Experience
Barr Engineering Co. September 2014 - Present
GNet Group April 2012 - September 2014
Target September 2011 - April 2012
Minnesota Army National Guard June 2003 - October 2011
Target March 2010 - September 2011
Target July 2006 - March 2010
Woodbury Financial Services May 2005 - July 2006
Hartford Life June 2002 - May 2005
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Data Management, Visio, Process Improvement, SharePoint, Business Analysis, Project Management, Leadership, Human Resources, Team Leadership, SDLC, Human Factors, Usability, User Experience, Analytics, Consulting, Management
Education
University of Minnesota-Twin Cities 2012 — 2017
Doctor of Philosophy (PhD), Human Factors
University of Minnesota-Twin Cities 2012 — 2016
Master of Science (M.S.), Human Factors
University of St. Thomas 2003 — 2007
M.S.S - Masters, Software Systems
St. Cloud State University 1996 — 2001
B.S, Business Computer Information Systems; Systems Analysis and Design
Barr Engineering Co. September 2014 - Present
GNet Group April 2012 - September 2014
Target September 2011 - April 2012
Minnesota Army National Guard June 2003 - October 2011
Target March 2010 - September 2011
Target July 2006 - March 2010
Woodbury Financial Services May 2005 - July 2006
Hartford Life June 2002 - May 2005
Skills
Business Intelligence, Data Warehousing, Microsoft SQL Server, Data Management, Visio, Process Improvement, SharePoint, Business Analysis, Project Management, Leadership, Human Resources, Team Leadership, SDLC, Human Factors, Usability, User Experience, Analytics, Consulting, Management
Education
University of Minnesota-Twin Cities 2012 — 2017
Doctor of Philosophy (PhD), Human Factors
University of Minnesota-Twin Cities 2012 — 2016
Master of Science (M.S.), Human Factors
University of St. Thomas 2003 — 2007
M.S.S - Masters, Software Systems
St. Cloud State University 1996 — 2001
B.S, Business Computer Information Systems; Systems Analysis and Design
Jean Barberio Jean Barberio's Woodbury Financial Services Experience February 2005 - September 2009
Job Key Account Administrator & Internal Wholesaler for the Northwest at Hanlon Investment Management
Industry Financial Services
Experience
Hanlon Investment Management September 2009 - Present
Woodbury Financial Services February 2005 - September 2009
American Express Financial Advisors April 2004 - January 2005
Skills
Mutual Funds, Annuities, Microsoft Office, Lotus Notes, Financial Planning, Strategic Financial..., Retirement Planning, Fixed Annuities, Asset Allocation, Asset Management, Financial Advisory, Finance, Financial Services, Equities, Investment Management, Series 7, Trading
Education
Rowan University 1990 — 1995
BA, Mathematics
Hanlon Investment Management September 2009 - Present
Woodbury Financial Services February 2005 - September 2009
American Express Financial Advisors April 2004 - January 2005
Skills
Mutual Funds, Annuities, Microsoft Office, Lotus Notes, Financial Planning, Strategic Financial..., Retirement Planning, Fixed Annuities, Asset Allocation, Asset Management, Financial Advisory, Finance, Financial Services, Equities, Investment Management, Series 7, Trading
Education
Rowan University 1990 — 1995
BA, Mathematics
Eric Stiba Eric Stiba's Woodbury Financial Services Experience 2009 - Present
Job Financial Advisor at Stiba Wealth Management Group
Industry Financial Services
Experience
Woodbury Financial Services 2009 - Present
Stiba Wealth Management Group June 2008 - Present
Skills
Investments, Wealth Management, Insurance, Securities, FINRA, Wealth Management..., Retirement Planning, Finance, Financial Advisory, Mutual Funds, Estate Planning, 401k, Series 7, Retirement, Fixed Annuities
Education
Texas Tech University - Rawls College of Business 2005 — 2008
Finance
Woodbury Financial Services 2009 - Present
Stiba Wealth Management Group June 2008 - Present
Skills
Investments, Wealth Management, Insurance, Securities, FINRA, Wealth Management..., Retirement Planning, Finance, Financial Advisory, Mutual Funds, Estate Planning, 401k, Series 7, Retirement, Fixed Annuities
Education
Texas Tech University - Rawls College of Business 2005 — 2008
Finance
Brian Higgins's Woodbury Financial Services Experience January 2001 - January 2002
Job Store Team Leader (General Manager) at Target
Industry Retail
Experience
Target March 2014 - Present
alliantgroup May 2012 - October 2013
Legacy Practice Management December 2011 - May 2012
Enterprise Holdings Inc. January 2003 - November 2011
Woodbury Financial Services January 2001 - January 2002
Skills
Incentives, Account Management, Sales, Sales Management, Strategic Planning, New Business Development, Cold Calling, Customer Service, Salesforce.com, Negotiation, Sales Process, Direct Sales, Enterprise Software, Management, Sales Operations, P, Retail, Forecasting, Business Planning, Operations Management, Inventory Management, Business Strategy, Customer Satisfaction, Business Development, Team Building, Leadership
Education
San Diego State University-California State University 1999 — 2001
Bachelor of Science (B.S.), Finance
Orange Coast College 1997 — 1999
Associate
Apple Valley High 1993 — 1997
Target March 2014 - Present
alliantgroup May 2012 - October 2013
Legacy Practice Management December 2011 - May 2012
Enterprise Holdings Inc. January 2003 - November 2011
Woodbury Financial Services January 2001 - January 2002
Skills
Incentives, Account Management, Sales, Sales Management, Strategic Planning, New Business Development, Cold Calling, Customer Service, Salesforce.com, Negotiation, Sales Process, Direct Sales, Enterprise Software, Management, Sales Operations, P, Retail, Forecasting, Business Planning, Operations Management, Inventory Management, Business Strategy, Customer Satisfaction, Business Development, Team Building, Leadership
Education
San Diego State University-California State University 1999 — 2001
Bachelor of Science (B.S.), Finance
Orange Coast College 1997 — 1999
Associate
Apple Valley High 1993 — 1997
Kasey Massman Kasey Massman's Woodbury Financial Services Experience December 2005 - October 2006
Job Senior Transaction Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE April 2012 - Present
Cassidy Turley July 2007 - March 2012
The Mortgage Store October 2006 - July 2007
Woodbury Financial Services December 2005 - October 2006
Skills
Project Management, Negotiation, Leasing, Commercial Real Estate, Customer Service, Market Research, Location Intelligence, Leases, Real Estate, Brokerage, Lease Administration, Lease Negotiations, Tenant, Tenant Representation, Corporate Real Estate, Disposition
Education
Truman State University 2001 — 2005
BS, Marketing
CBRE April 2012 - Present
Cassidy Turley July 2007 - March 2012
The Mortgage Store October 2006 - July 2007
Woodbury Financial Services December 2005 - October 2006
Skills
Project Management, Negotiation, Leasing, Commercial Real Estate, Customer Service, Market Research, Location Intelligence, Leases, Real Estate, Brokerage, Lease Administration, Lease Negotiations, Tenant, Tenant Representation, Corporate Real Estate, Disposition
Education
Truman State University 2001 — 2005
BS, Marketing
Russell L. Crook Russell L. Crook's Woodbury Financial Services Experience May 2008 - April 2010
Job President at Crook Financial Services
Industry Financial Services
Experience
Private Client Services LLC April 2010 - Present
Crook Financial Services October 1997 - Present
Woodbury Financial Services May 2008 - April 2010
Skills
Financial Advisory, Securities, Series 7, Investments, Finance, Insurance, Wealth Management, Financial Services, Retirement Planning, Life Insurance, Financial Goals, FINRA, Retirement, Capital Markets, Fixed Annuities, Wealth Accumulation, New Business Development, Portfolio Management, 401k, Estate Planning, Process Improvement, Risk Management, Series 63
Education
The American College 1997 — 1999
Chartered Financial Consultant ChFC
The American College 1977 — 1979
Chartered Life Underwriter CLU, Life and health Insurance
University of Delaware 1968 — 1972
B.A., Economics
Private Client Services LLC April 2010 - Present
Crook Financial Services October 1997 - Present
Woodbury Financial Services May 2008 - April 2010
Skills
Financial Advisory, Securities, Series 7, Investments, Finance, Insurance, Wealth Management, Financial Services, Retirement Planning, Life Insurance, Financial Goals, FINRA, Retirement, Capital Markets, Fixed Annuities, Wealth Accumulation, New Business Development, Portfolio Management, 401k, Estate Planning, Process Improvement, Risk Management, Series 63
Education
The American College 1997 — 1999
Chartered Financial Consultant ChFC
The American College 1977 — 1979
Chartered Life Underwriter CLU, Life and health Insurance
University of Delaware 1968 — 1972
B.A., Economics
Joshua Pauly's Woodbury Financial Services Experience January 2006 - May 2007
Job Resource Development Manager at Modis
Industry Information Technology and Services
Experience
Modis August 2011 - Present
JPE January 2012 - December 2014
Rose International August 2009 - August 2011
JMN Consulting July 2007 - March 2009
Woodbury Financial Services January 2006 - May 2007
Skills
Recruiting, Technical Recruiting, Internet Recruiting, Information Technology, Staffing Services, Applicant Tracking..., Contract Recruitment, Staff Augmentation, Benefits Negotiation, Vendor Management, Temporary Placement, Building Relationships, SDLC, Screening Resumes
Education
Southern Cross University 2005 — 2005
Psychology, Psychology/Business Electives
Winona State University 2001 — 2005
Marketing/Psychology
Modis August 2011 - Present
JPE January 2012 - December 2014
Rose International August 2009 - August 2011
JMN Consulting July 2007 - March 2009
Woodbury Financial Services January 2006 - May 2007
Skills
Recruiting, Technical Recruiting, Internet Recruiting, Information Technology, Staffing Services, Applicant Tracking..., Contract Recruitment, Staff Augmentation, Benefits Negotiation, Vendor Management, Temporary Placement, Building Relationships, SDLC, Screening Resumes
Education
Southern Cross University 2005 — 2005
Psychology, Psychology/Business Electives
Winona State University 2001 — 2005
Marketing/Psychology
Steve Husten Steve Husten's Woodbury Financial Services Experience January 2012 - May 2013
Job Financial Svcs. Management at Currently seeking new opportunity
Industry Financial Services
Experience
Currently seeking new opportunity May 2013 - Present
Woodbury Financial Services January 2012 - May 2013
Woodbury Financial Services September 2006 - April 2012
Woodbury Financial Services October 2005 - September 2006
Ameriprise Financial Services, Inc. October 1991 - October 2005
Skills
Mutual Funds, Retirement Planning, Series 63, Wealth Management, Series 7, Financial Services, Retirement
Education
St. Cloud State University - Herberger Business School 1987 — 1991
BS, Finance
Currently seeking new opportunity May 2013 - Present
Woodbury Financial Services January 2012 - May 2013
Woodbury Financial Services September 2006 - April 2012
Woodbury Financial Services October 2005 - September 2006
Ameriprise Financial Services, Inc. October 1991 - October 2005
Skills
Mutual Funds, Retirement Planning, Series 63, Wealth Management, Series 7, Financial Services, Retirement
Education
St. Cloud State University - Herberger Business School 1987 — 1991
BS, Finance
Adam Cisneros Adam Cisneros's Woodbury Financial Services Experience March 2003 - February 2004
Job Asst. Center Manager at Citi
Industry Financial Services
Experience
Citi March 2004 - Present
Woodbury Financial Services March 2003 - February 2004
Skills
Credit, Loans, Mortgage Lending, Financial Analysis, Financial Modeling, Strategic Financial..., Leadership, Mortgage Banking, Consumer Lending, Credit Analysis, Finance, Financial Services, Underwriting, Residential Mortgages, Loan Origination, Retail Banking
Education
University of Arizona, Eller College of Management 1995 — 2001
Bachelor of Science (BS), Finance, General
Citi March 2004 - Present
Woodbury Financial Services March 2003 - February 2004
Skills
Credit, Loans, Mortgage Lending, Financial Analysis, Financial Modeling, Strategic Financial..., Leadership, Mortgage Banking, Consumer Lending, Credit Analysis, Finance, Financial Services, Underwriting, Residential Mortgages, Loan Origination, Retail Banking
Education
University of Arizona, Eller College of Management 1995 — 2001
Bachelor of Science (BS), Finance, General
Nick Mallonée Nick Mallonée's Woodbury Financial Services Experience December 2011 - October 2012
Job at
Industry Financial Services
Experience
ShopKeep September 2014 - Present
Principal Financial Group November 2012 - Present
shopkeep 2014 - 2015
Woodbury Financial Services December 2011 - October 2012
Lake Oswego Financial Services December 2011 - October 2012
Thrivent Financial October 2006 - December 2011
Skills
Strategic Financial..., Investments, Long-term Care, Estate Planning, Series 63, Series 6, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Mutual Funds, Business Planning, Event Planning, Financial Analysis, Personal Financial..., Customer Service, Customer Satisfaction, Customer Acquisition, Cold Calling, Data Entry, Graphic Design, Entrepreneurship, Disability Insurance, Estate Tax Planning, Inheritance Tax Planning, College Education..., 401k Rollovers, Roth IRA, Simple IRA, 529 Plans, Tax Shelters, SEP IRA, Consulting, Bonds, Marketing, Relationship Marketing, Individual Pension Plans, Buy-sell Agreements, Business Overhead..., Salesforce.com, redtail crm, Photoshop, live meetings, point of sale, Merchant Services, computer hardware sales, Microsoft Word, Task Management, Sales Presentations, Financial Advisory, Financial Planning
Education
Portland State University 2003 — 2004
Portland Community College 1998 — 2003
General Studies
University of Portland 2001 — 2002
n/a
Rogue Community College 1998 — 1999
n/a
Southern Oregon University 1998 — 1999
n/a
ShopKeep September 2014 - Present
Principal Financial Group November 2012 - Present
shopkeep 2014 - 2015
Woodbury Financial Services December 2011 - October 2012
Lake Oswego Financial Services December 2011 - October 2012
Thrivent Financial October 2006 - December 2011
Skills
Strategic Financial..., Investments, Long-term Care, Estate Planning, Series 63, Series 6, Life & Health Insurance..., Fixed Annuities, Variable Annuities, Mutual Funds, Business Planning, Event Planning, Financial Analysis, Personal Financial..., Customer Service, Customer Satisfaction, Customer Acquisition, Cold Calling, Data Entry, Graphic Design, Entrepreneurship, Disability Insurance, Estate Tax Planning, Inheritance Tax Planning, College Education..., 401k Rollovers, Roth IRA, Simple IRA, 529 Plans, Tax Shelters, SEP IRA, Consulting, Bonds, Marketing, Relationship Marketing, Individual Pension Plans, Buy-sell Agreements, Business Overhead..., Salesforce.com, redtail crm, Photoshop, live meetings, point of sale, Merchant Services, computer hardware sales, Microsoft Word, Task Management, Sales Presentations, Financial Advisory, Financial Planning
Education
Portland State University 2003 — 2004
Portland Community College 1998 — 2003
General Studies
University of Portland 2001 — 2002
n/a
Rogue Community College 1998 — 1999
n/a
Southern Oregon University 1998 — 1999
n/a
Jon Logan Jon Logan's Woodbury Financial Services Experience January 2009 - August 2013
Job Proven Operations Leader who Leverages Collaboration to Drive Continuous Improvement and Achieve Key Business Strategies
Industry Financial Services
Experience
SBG, Inc. October 2013 - Present
Woodbury Financial Services January 2009 - August 2013
Hartford Financial Services Group 2007 - 2009
Brown & Bigelow 2004 - 2006
Skills
Series 6, Series 7, Series 24, Financial Services, Relationship Management, Insurance, Management, Data Analysis, Project Planning, Continuous Improvement, Team Leadership, Cross-functional Team..., Reporting & Analysis, Performance Management, Metrics Definition, Project Management, Team Building, Training, Process Improvement, Leadership, Customer Service
Education
University of Northwestern - St. Paul 2003 — 2005
BS, Business Administration
SBG, Inc. October 2013 - Present
Woodbury Financial Services January 2009 - August 2013
Hartford Financial Services Group 2007 - 2009
Brown & Bigelow 2004 - 2006
Skills
Series 6, Series 7, Series 24, Financial Services, Relationship Management, Insurance, Management, Data Analysis, Project Planning, Continuous Improvement, Team Leadership, Cross-functional Team..., Reporting & Analysis, Performance Management, Metrics Definition, Project Management, Team Building, Training, Process Improvement, Leadership, Customer Service
Education
University of Northwestern - St. Paul 2003 — 2005
BS, Business Administration
Fred Hamsayeh, CFP®, ChFC, MBA Fred Hamsayeh, CFP®, ChFC, MBA's Woodbury Financial Services Experience September 1997 - November 2001
Job Retirement Plan Consultant at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group May 2013 - Present
Aegis Financial Group June 2006 - Present
Southern California Collegiate Football Officials Association August 2011 - Present
Aegis Financial Group February 2002 - May 2013
Woodbury Financial Services September 1997 - November 2001
US Navy January 1994 - September 1997
Skills
Retirement Planning, 401k, Investments, Retirement, Asset Allocation, Financial Advisory, Strategic Financial..., Personal Finance, Investment Advisory, Insurance, Alternative Investments, Financial Planners, Financial Services, Retirement Plan..., Series 65, IRAs, Finance, Deferred Compensation, Financial Planning, Wealth Management, Mutual Funds, Investment Strategies, Retirement Income..., Portfolio Management, Saving for Education, Pensions, IRA's, Estate Planning, Financial Advice, Investment Policy, Profit Sharing, High Net Worth..., Series 7, Series 6, Series 63, Series 24, Series 26, Series 31, Registered Investment..., Certified Financial..., 403b, 457, Real Estate Investor, Real Estate Investment, Real Estate Transactions, Real Estate Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Finance
Southern Illinois University, Carbondale 1996 — 1997
Bachelor of Science, Workforce Education & Development
University of California, San Diego 1992 — 1993
Premed Bioengineering - Warren College
University of California, Riverside 1990 — 1991
Biomedical Sciences
Retirement Benefits Group May 2013 - Present
Aegis Financial Group June 2006 - Present
Southern California Collegiate Football Officials Association August 2011 - Present
Aegis Financial Group February 2002 - May 2013
Woodbury Financial Services September 1997 - November 2001
US Navy January 1994 - September 1997
Skills
Retirement Planning, 401k, Investments, Retirement, Asset Allocation, Financial Advisory, Strategic Financial..., Personal Finance, Investment Advisory, Insurance, Alternative Investments, Financial Planners, Financial Services, Retirement Plan..., Series 65, IRAs, Finance, Deferred Compensation, Financial Planning, Wealth Management, Mutual Funds, Investment Strategies, Retirement Income..., Portfolio Management, Saving for Education, Pensions, IRA's, Estate Planning, Financial Advice, Investment Policy, Profit Sharing, High Net Worth..., Series 7, Series 6, Series 63, Series 24, Series 26, Series 31, Registered Investment..., Certified Financial..., 403b, 457, Real Estate Investor, Real Estate Investment, Real Estate Transactions, Real Estate Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Finance
Southern Illinois University, Carbondale 1996 — 1997
Bachelor of Science, Workforce Education & Development
University of California, San Diego 1992 — 1993
Premed Bioengineering - Warren College
University of California, Riverside 1990 — 1991
Biomedical Sciences
Marc Gagni Marc Gagni's Woodbury Financial Services Experience 2011 - 2013
Job Investment Advisor
Industry Financial Services
Experience
Gagni Asset Management, LLC 2014 - Present
Gagni Financial Services 2013 - 2013
Woodbury Financial Services 2011 - 2013
Gagni Strang Financial February 2012 - October 2012
Skills
Oil & Gas Financial &..., Investments, Series 7, Retirement, Mutual Funds, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Series 63, Asset Management, Financial Planning, Asset Allocation, Insurance, Securities, Life Insurance
Education
Texas Tech University 2008 — 2011
Financial Planning
Shanghai University of Finance and Economics 2010 — 2010
Finance
King High School
Gagni Asset Management, LLC 2014 - Present
Gagni Financial Services 2013 - 2013
Woodbury Financial Services 2011 - 2013
Gagni Strang Financial February 2012 - October 2012
Skills
Oil & Gas Financial &..., Investments, Series 7, Retirement, Mutual Funds, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning, Investment Advisory, Financial Advisory, Series 63, Asset Management, Financial Planning, Asset Allocation, Insurance, Securities, Life Insurance
Education
Texas Tech University 2008 — 2011
Financial Planning
Shanghai University of Finance and Economics 2010 — 2010
Finance
King High School
Jeff Mackenthun Jeff Mackenthun's Woodbury Financial Services Experience September 2009 - July 2010
Job Senior Consultant at Deloitte
Industry Insurance
Experience
Deloitte August 2014 - Present
Liberty Mutual Insurance August 2013 - August 2014
Liberty Mutual Insurance November 2012 - August 2013
The Hartford July 2010 - October 2012
Woodbury Financial Services September 2009 - July 2010
The Hartford June 2009 - August 2009
Skills
Financial Analysis, Financial Services, Accounting, Data Analysis, Microsoft Excel, Business Analysis, Insurance, Financial Modeling, Microsoft Office, Budgets, General Ledger, Investments, Auditing, Business Process..., Management, Teamwork, Leadership, Financial Accounting, Strategy, Internal Audit, Analysis, Finance, Process Improvement, Training, Project Planning
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Bachelor of Science in Business, Accounting and Management of Information Systems
University of Minnesota-Duluth 2005 — 2007
Accounting, Management of Information Systems
Deloitte August 2014 - Present
Liberty Mutual Insurance August 2013 - August 2014
Liberty Mutual Insurance November 2012 - August 2013
The Hartford July 2010 - October 2012
Woodbury Financial Services September 2009 - July 2010
The Hartford June 2009 - August 2009
Skills
Financial Analysis, Financial Services, Accounting, Data Analysis, Microsoft Excel, Business Analysis, Insurance, Financial Modeling, Microsoft Office, Budgets, General Ledger, Investments, Auditing, Business Process..., Management, Teamwork, Leadership, Financial Accounting, Strategy, Internal Audit, Analysis, Finance, Process Improvement, Training, Project Planning
Education
University of Minnesota - Carlson School of Management 2007 — 2010
Bachelor of Science in Business, Accounting and Management of Information Systems
University of Minnesota-Duluth 2005 — 2007
Accounting, Management of Information Systems
Barrett Ottenberg, MBA's Woodbury Financial Services Experience 2006 - 2007
Job VP,Sr Root Cause Analysis
Industry Financial Services
Experience
Citi 2015 - Present
Citi 2012 - 2015
Wells Fargo 2010 - 2012
Capital Advisors, Inc. 2007 - 2010
Woodbury Financial Services 2006 - 2007
Skills
Spanish-English, US Hispanic Market, International Business..., Portfolio Management, Investment Management, Stock Market Analysis, Technical Analysis, Stock Trading, Interest Rate..., Interest Rate Risk..., Interest Rate Hedging, Chartered Financial..., ASA, Business Valuation, Private Equity, Investment Banking, Financial Reporting, Management Consulting, Mortgage Servicing, Mortgage Banking, Financial Modeling, Predictive Analytics, Statistical Finance, Economic Modeling, Financial Accounting, MBA, Equity Valuation, Equity Research, Fixed Income Analysis, Capital Markets, Microsoft SQL Server, Microsoft Excel, EDGAR, Bloomberg Terminal, Bloomberg Software, Capacity Planning, Business Analytics, Operational Planning, Strategic Planning, Mutual Funds, Analysis, Valuation, Finance, Financial Analysis, Financial Planning, Mergers, Business Analysis, Risk Management, Equities, Analytics
Education
Saint Louis University
BSBA, Major: Finance; Minor: Spanish
Saint Louis University
MBA, Concentration: Corporate Finance
Citi 2015 - Present
Citi 2012 - 2015
Wells Fargo 2010 - 2012
Capital Advisors, Inc. 2007 - 2010
Woodbury Financial Services 2006 - 2007
Skills
Spanish-English, US Hispanic Market, International Business..., Portfolio Management, Investment Management, Stock Market Analysis, Technical Analysis, Stock Trading, Interest Rate..., Interest Rate Risk..., Interest Rate Hedging, Chartered Financial..., ASA, Business Valuation, Private Equity, Investment Banking, Financial Reporting, Management Consulting, Mortgage Servicing, Mortgage Banking, Financial Modeling, Predictive Analytics, Statistical Finance, Economic Modeling, Financial Accounting, MBA, Equity Valuation, Equity Research, Fixed Income Analysis, Capital Markets, Microsoft SQL Server, Microsoft Excel, EDGAR, Bloomberg Terminal, Bloomberg Software, Capacity Planning, Business Analytics, Operational Planning, Strategic Planning, Mutual Funds, Analysis, Valuation, Finance, Financial Analysis, Financial Planning, Mergers, Business Analysis, Risk Management, Equities, Analytics
Education
Saint Louis University
BSBA, Major: Finance; Minor: Spanish
Saint Louis University
MBA, Concentration: Corporate Finance
Cynthia Valle's Woodbury Financial Services Experience 2002 - 2003
Job Commercial Lending
Industry Banking
Experience
Second Federal a division of Self-Help Nonprofit Organizations September 2014 - Present
BankFinancial September 2003 - September 2010
Woodbury Financial Services 2002 - 2003
Skills
Loans, Banking, Portfolio Management, Commercial Lending, Credit, Small Business Lending, Mortgage Lending, Commercial Banking, Consumer Lending, Credit Analysis, Finance, Credit Risk, Financial Analysis, Risk Management, Underwriting
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Business Administration, Finance, Minor in Spanish
Centro Granadi de Espana (C.E.G.R.I), Granada, Spain 2000 — 2001
International Studies and Intense Language Curriculum
Second Federal a division of Self-Help Nonprofit Organizations September 2014 - Present
BankFinancial September 2003 - September 2010
Woodbury Financial Services 2002 - 2003
Skills
Loans, Banking, Portfolio Management, Commercial Lending, Credit, Small Business Lending, Mortgage Lending, Commercial Banking, Consumer Lending, Credit Analysis, Finance, Credit Risk, Financial Analysis, Risk Management, Underwriting
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Business Administration, Finance, Minor in Spanish
Centro Granadi de Espana (C.E.G.R.I), Granada, Spain 2000 — 2001
International Studies and Intense Language Curriculum
Mark Kutzke Mark Kutzke's Woodbury Financial Services Experience 2005 - 2010
Job Financial Services at Pratt, Kutzke & Associates LLP
Industry Financial Services
Experience
Pratt, Kutzke & Associates LLP August 2014 - Present
Gold Point Athletics January 2013 - July 2014
Burnsville Fire Soccer Club August 2012 - July 2013
Lakeville Soccer Club April 2009 - July 2012
Lakeville Soccer Club April 2006 - July 2012
University of Minnesota July 2011 - November 2011
Woodbury Financial Services 2005 - 2010
Education
University of Minnesota-Twin Cities 2010 — 2011
Master’s Degree, Sports Management
University of Minnesota-Twin Cities 1999 — 2004
B.A., Psychology
Pratt, Kutzke & Associates LLP August 2014 - Present
Gold Point Athletics January 2013 - July 2014
Burnsville Fire Soccer Club August 2012 - July 2013
Lakeville Soccer Club April 2009 - July 2012
Lakeville Soccer Club April 2006 - July 2012
University of Minnesota July 2011 - November 2011
Woodbury Financial Services 2005 - 2010
Education
University of Minnesota-Twin Cities 2010 — 2011
Master’s Degree, Sports Management
University of Minnesota-Twin Cities 1999 — 2004
B.A., Psychology
Adam Santo's Woodbury Financial Services Experience October 2006 - March 2007
Job Associate Managing Director | Branch Sales Manager | Financial Advisor
Industry Financial Services
Experience
Talmer Bank and Trust January 2010 - Present
Key Investment Services March 2007 - January 2010
Woodbury Financial Services October 2006 - March 2007
National City Bank April 2004 - October 2006
American General Finance July 2002 - April 2004
Skills
Financial Planning, Financial Services, Banking, Sales, Sales Management, Investments, Finance, Credit, Loans, Securities, Retirement Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
Ohio University 1997 — 2002
Bachelor of Science (BS), Sports Management Business Administration
Talmer Bank and Trust January 2010 - Present
Key Investment Services March 2007 - January 2010
Woodbury Financial Services October 2006 - March 2007
National City Bank April 2004 - October 2006
American General Finance July 2002 - April 2004
Skills
Financial Planning, Financial Services, Banking, Sales, Sales Management, Investments, Finance, Credit, Loans, Securities, Retirement Planning, Mutual Funds, Financial Analysis, Portfolio Management
Education
Ohio University 1997 — 2002
Bachelor of Science (BS), Sports Management Business Administration
Laura Sergio Laura Sergio's Woodbury Financial Services Experience July 2006 - November 2007
Job Customer Escalations Specialist at Google
Industry Internet
Experience
Google August 2014 - Present
Google November 2010 - August 2014
Morgan Stanley Smith Barney November 2007 - November 2010
Woodbury Financial Services July 2006 - November 2007
McEvoy Ranch June 2003 - August 2005
Skills
Client Services, Online Advertising, Employee Training, CRM, Strategy, Project Management, Web Analytics, Advertising, Online Marketing, Social Media Marketing, Mobile Advertising, Account Management, DoubleClick, PPC, Training, Mobile Marketing, Microsoft Office, Social Networking, Data Analysis
Education
University of California, Berkeley 2002 — 2006
B.A. Economics and B.A, Italian Studies
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Google August 2014 - Present
Google November 2010 - August 2014
Morgan Stanley Smith Barney November 2007 - November 2010
Woodbury Financial Services July 2006 - November 2007
McEvoy Ranch June 2003 - August 2005
Skills
Client Services, Online Advertising, Employee Training, CRM, Strategy, Project Management, Web Analytics, Advertising, Online Marketing, Social Media Marketing, Mobile Advertising, Account Management, DoubleClick, PPC, Training, Mobile Marketing, Microsoft Office, Social Networking, Data Analysis
Education
University of California, Berkeley 2002 — 2006
B.A. Economics and B.A, Italian Studies
Università Commerciale 'Luigi Bocconi' 2005 — 2005
Patty (Liska) McPherson's Woodbury Financial Services Experience 2002 - 2007
Job Marketing/CRM at Best Buy
Industry Consumer Electronics
Experience
Best Buy February 2015 - Present
Best Buy August 2009 - February 2015
Ratchet April 2009 - July 2009
Best Buy 2008 - 2009
Larsen Sports Medicine & Physical Therapy 2007 - 2008
Woodbury Financial Services 2002 - 2007
Woodbury Financial Services 2000 - 2002
Woodbury FInancial Serives 1998 - 2000
ReliaStar Life Insurance Company 1981 - 1998
Skills
Cross-functional Team..., CRM, Project Management, Program Management, Leadership, Management, Training, Process Improvement, Software Documentation, Marketing, Team Building, Quality Assurance, Marketing Strategy, Integrated Marketing, Strategic Planning, Team Management, Budgets, Advertising, Sales, Retail, Customer Service, Event Management, E-commerce
Education
The George Washington University 2008 — 2010
Certificate, Event Management
University of St. Thomas 1999 — 1999
Mini MBA, Business
Best Buy February 2015 - Present
Best Buy August 2009 - February 2015
Ratchet April 2009 - July 2009
Best Buy 2008 - 2009
Larsen Sports Medicine & Physical Therapy 2007 - 2008
Woodbury Financial Services 2002 - 2007
Woodbury Financial Services 2000 - 2002
Woodbury FInancial Serives 1998 - 2000
ReliaStar Life Insurance Company 1981 - 1998
Skills
Cross-functional Team..., CRM, Project Management, Program Management, Leadership, Management, Training, Process Improvement, Software Documentation, Marketing, Team Building, Quality Assurance, Marketing Strategy, Integrated Marketing, Strategic Planning, Team Management, Budgets, Advertising, Sales, Retail, Customer Service, Event Management, E-commerce
Education
The George Washington University 2008 — 2010
Certificate, Event Management
University of St. Thomas 1999 — 1999
Mini MBA, Business
Terry L Jordan Terry L Jordan's Woodbury Financial Services Experience March 2008 - Present
Job President, Jordan Financial & Associates, Holland/Zeeland's exclusive female financial advisor for the women's market.
Industry Financial Services
Experience
Woodbury Financial Services March 2008 - Present
Woodbury Financial Services January 2004 - Present
Sunset Financial Services, Inc January 2004 - February 2008
Fifth Third Bank May 2001 - January 2004
Old Kent Bank April 2000 - May 2001
Huntington National Bank April 1998 - March 2000
First Michigan Bank March 1994 - March 1998
First Michigan Bank November 1993 - February 1994
Socieity National Bank June 1988 - January 1992
Skills
Life Insurance, Disability Insurance, Long-term Care, Mutual Funds, Series 7, Asset Allocation, Investments, Roth IRA, Retirement, 401k Rollovers, Alternative Investments, Annuity Sales, Medicare, 529 Plans, Unit Investment Trusts, Traditional IRA, Social Security, Sales, Finance, Financial Services, Retirement Planning, Customer Service, Securities, Series 63, Fixed Annuities, Wealth Management, Insurance, Financial Planning, Small Business, Series 6, Estate Planning, Financial Advisory, Investment Advisory, 401k, Banking
Education
The American College
Financial Planning and Services
Woodbury Financial Services March 2008 - Present
Woodbury Financial Services January 2004 - Present
Sunset Financial Services, Inc January 2004 - February 2008
Fifth Third Bank May 2001 - January 2004
Old Kent Bank April 2000 - May 2001
Huntington National Bank April 1998 - March 2000
First Michigan Bank March 1994 - March 1998
First Michigan Bank November 1993 - February 1994
Socieity National Bank June 1988 - January 1992
Skills
Life Insurance, Disability Insurance, Long-term Care, Mutual Funds, Series 7, Asset Allocation, Investments, Roth IRA, Retirement, 401k Rollovers, Alternative Investments, Annuity Sales, Medicare, 529 Plans, Unit Investment Trusts, Traditional IRA, Social Security, Sales, Finance, Financial Services, Retirement Planning, Customer Service, Securities, Series 63, Fixed Annuities, Wealth Management, Insurance, Financial Planning, Small Business, Series 6, Estate Planning, Financial Advisory, Investment Advisory, 401k, Banking
Education
The American College
Financial Planning and Services
JORDAN AGNOLI's Woodbury Financial Services Experience August 2006 - August 2007
Job Analyst II at Menlo Logistics
Industry Logistics and Supply Chain
Experience
Menlo Logistics May 2015 - Present
Menlo Worldwide Logistics January 2014 - April 2015
Menlo Worldwide January 2013 - January 2014
Menlo Worldwide May 2012 - January 2013
Menlo Worldwide November 2011 - May 2012
Enterprise Rent-A-Car November 2010 - November 2011
Menards April 2008 - November 2010
BRATTA ENTERPRISES, LLC August 1999 - April 2008
Woodbury Financial Services August 2006 - August 2007
Skills
Logistics, Microsoft Excel, Microsoft Office, Customer Service, Operations Management, Negotiation, Inventory Management, Transportation, Supply Chain Management, Inventory Control, A3 Writing & Reporting, Lean Manufacturing, Six Sigma, Continuous Improvement, Kaizen, Supply Chain, Logistics Management, Supply Chain..., Training, 3PL, Process Improvement, LTL, Project Management, Value Stream Mapping, Warehousing, Transportation..., Manufacturing, Analytics, Management, Leadership, Warehouse Management, Shipping, Materials Management
Education
Northern Illinois University 2003 — 2006
B.S, Business Management (Organizational), 3.6/4.0
Menlo Logistics May 2015 - Present
Menlo Worldwide Logistics January 2014 - April 2015
Menlo Worldwide January 2013 - January 2014
Menlo Worldwide May 2012 - January 2013
Menlo Worldwide November 2011 - May 2012
Enterprise Rent-A-Car November 2010 - November 2011
Menards April 2008 - November 2010
BRATTA ENTERPRISES, LLC August 1999 - April 2008
Woodbury Financial Services August 2006 - August 2007
Skills
Logistics, Microsoft Excel, Microsoft Office, Customer Service, Operations Management, Negotiation, Inventory Management, Transportation, Supply Chain Management, Inventory Control, A3 Writing & Reporting, Lean Manufacturing, Six Sigma, Continuous Improvement, Kaizen, Supply Chain, Logistics Management, Supply Chain..., Training, 3PL, Process Improvement, LTL, Project Management, Value Stream Mapping, Warehousing, Transportation..., Manufacturing, Analytics, Management, Leadership, Warehouse Management, Shipping, Materials Management
Education
Northern Illinois University 2003 — 2006
B.S, Business Management (Organizational), 3.6/4.0
Robert Brite Robert Brite's Woodbury Financial Services Experience February 2012 - Present
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services February 2012 - Present
Securian Financial Services, Inc January 2005 - January 2012
MassMutual Financial Group 1990 - 2005
University of New Orleans August 1970 - May 2000
Skills
Financial Planning, Investments, Insurance, Series 7, Mutual Funds, Retirement Planning, 401k, Securities, Estate Planning, Uniform Combined State..., Retirement, Investment Advisory, IRAs, Wealth Management, Fixed Annuities, Series 63, 401k Rollovers, Wealth Accumulation, Bonds, Series 65, Disability Insurance, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick 1963 — 1966
PhD, Economics
Western Kentucky University 1959 — 1963
BS, Economics
Woodbury Financial Services February 2012 - Present
Securian Financial Services, Inc January 2005 - January 2012
MassMutual Financial Group 1990 - 2005
University of New Orleans August 1970 - May 2000
Skills
Financial Planning, Investments, Insurance, Series 7, Mutual Funds, Retirement Planning, 401k, Securities, Estate Planning, Uniform Combined State..., Retirement, Investment Advisory, IRAs, Wealth Management, Fixed Annuities, Series 63, 401k Rollovers, Wealth Accumulation, Bonds, Series 65, Disability Insurance, Asset Allocation
Education
Rutgers, The State University of New Jersey-New Brunswick 1963 — 1966
PhD, Economics
Western Kentucky University 1959 — 1963
BS, Economics
Todd Childers Todd Childers's Woodbury Financial Services Experience July 2009 - October 2012
Job President/Owner 4 Star Investments
Industry Financial Services
Experience
4 Star Investments November 2012 - Present
Todd Childers, CPA July 2009 - Present
Woodbury Financial Services July 2009 - October 2012
Fairfield Financial Solutions February 2003 - June 2009
Edward Jones May 2000 - February 2001
Oak Hill Banks February 1996 - May 2000
Unity Savings Bank November 1995 - February 1996
The Guernsey Bank September 1994 - November 1995
Norman, Jones, Enlow & Co. December 1993 - September 1994
Ernst & Young July 1989 - May 1993
Education
Ohio University 1986 — 1989
BBA
4 Star Investments November 2012 - Present
Todd Childers, CPA July 2009 - Present
Woodbury Financial Services July 2009 - October 2012
Fairfield Financial Solutions February 2003 - June 2009
Edward Jones May 2000 - February 2001
Oak Hill Banks February 1996 - May 2000
Unity Savings Bank November 1995 - February 1996
The Guernsey Bank September 1994 - November 1995
Norman, Jones, Enlow & Co. December 1993 - September 1994
Ernst & Young July 1989 - May 1993
Education
Ohio University 1986 — 1989
BBA
Charlie Bishop Charlie Bishop's Woodbury Financial Services Experience September 2011 - February 2014
Job Senior Analyst Team Leader at Fiduciary Counselling, Inc.
Industry Accounting
Experience
Fiduciary Counselling, Inc. April 2014 - Present
Securian Financial Group March 2014 - April 2014
Woodbury Financial Services September 2011 - February 2014
Olsen Thielen & Co., LTD November 2003 - September 2011
Skills
Financial Reporting, Accounting, Internal Controls, SEC filings, CPA, Financial Analysis, GAAP, General Ledger, Sarbanes-Oxley Act, US GAAP, FINRA, SEC Financial Reporting, Microsoft Excel, Microsoft Office
Education
University of Minnesota-Duluth 1999 — 2003
Accounting
Fiduciary Counselling, Inc. April 2014 - Present
Securian Financial Group March 2014 - April 2014
Woodbury Financial Services September 2011 - February 2014
Olsen Thielen & Co., LTD November 2003 - September 2011
Skills
Financial Reporting, Accounting, Internal Controls, SEC filings, CPA, Financial Analysis, GAAP, General Ledger, Sarbanes-Oxley Act, US GAAP, FINRA, SEC Financial Reporting, Microsoft Excel, Microsoft Office
Education
University of Minnesota-Duluth 1999 — 2003
Accounting
Reid Allen, CFP® Reid Allen, CFP®'s Woodbury Financial Services Experience 2007 - October 2012
Job Financial Advisor / Investment Advisory Representative at Questar Cap
Industry Financial Services
Experience
Next Level Advisors, Inc March 2011 - Present
Questar Capital October 2012 - Present
Woodbury Financial Services 2007 - October 2012
Income Architects 2004 - March 2011
Brecek & Young May 1995 - August 2007
Education
San Diego State University-California State University 1986 — 1989
BA, Rec Admin
Next Level Advisors, Inc March 2011 - Present
Questar Capital October 2012 - Present
Woodbury Financial Services 2007 - October 2012
Income Architects 2004 - March 2011
Brecek & Young May 1995 - August 2007
Education
San Diego State University-California State University 1986 — 1989
BA, Rec Admin
Eva Groth Eva Groth's Woodbury Financial Services Experience August 2011 - Present
Job Transition and Assimilation Manager at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services August 2011 - Present
Skills
Relationship Management, Training & Development, Recruiting, Continuous Improvement, Sales Operations
Education
University of St. Thomas 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Montana State University-Bozeman 2001 — 2003
Woodbury Financial Services August 2011 - Present
Skills
Relationship Management, Training & Development, Recruiting, Continuous Improvement, Sales Operations
Education
University of St. Thomas 2003 — 2006
Bachelor of Arts (B.A.), Political Science and Government
Montana State University-Bozeman 2001 — 2003
Joyce Reitman's Woodbury Financial Services Experience November 2010 - September 2011
Job
Industry Internet
Experience
Motionloft November 2013 - Present
EMS Partners LLC April 2004 - November 2013
J.P. Morgan October 2011 - May 2013
Woodbury Financial Services November 2010 - September 2011
AXA Advisors February 2007 - November 2010
Lusso Vero, Inc. November 2005 - July 2006
CommerceNet April 2003 - March 2004
Mocana November 2002 - April 2003
C3 June 2001 - November 2002
Wellplace October 1999 - March 2001
Skills
Strategic Planning, Entrepreneur, Product Management, Start-ups, New Business Development, Mergers, Marketing Strategy, Business Development, Business Strategy, Product Marketing, Investments, Entrepreneurship, E-commerce, Mergers & Acquisitions, Sales, Management, Due Diligence, Asset Management, Strategy, Venture Capital, Business Planning, Program Management, CRM, Leadership, Executive Management, Integrated Marketing, Marketing, Strategic Partnerships
Education
Santa Clara University 1977 — 1981
MBA, Marketing
University of Illinois at Urbana-Champaign 1968 — 1974
BA, Liberal Arts, English Literature
University of Pennsylvania - The Wharton School 2008 — 2008
certification, Retirement planning
Motionloft November 2013 - Present
EMS Partners LLC April 2004 - November 2013
J.P. Morgan October 2011 - May 2013
Woodbury Financial Services November 2010 - September 2011
AXA Advisors February 2007 - November 2010
Lusso Vero, Inc. November 2005 - July 2006
CommerceNet April 2003 - March 2004
Mocana November 2002 - April 2003
C3 June 2001 - November 2002
Wellplace October 1999 - March 2001
Skills
Strategic Planning, Entrepreneur, Product Management, Start-ups, New Business Development, Mergers, Marketing Strategy, Business Development, Business Strategy, Product Marketing, Investments, Entrepreneurship, E-commerce, Mergers & Acquisitions, Sales, Management, Due Diligence, Asset Management, Strategy, Venture Capital, Business Planning, Program Management, CRM, Leadership, Executive Management, Integrated Marketing, Marketing, Strategic Partnerships
Education
Santa Clara University 1977 — 1981
MBA, Marketing
University of Illinois at Urbana-Champaign 1968 — 1974
BA, Liberal Arts, English Literature
University of Pennsylvania - The Wharton School 2008 — 2008
certification, Retirement planning
Marilyn Santos Batara's Woodbury Financial Services Experience 2004 - 2006
Job Special Day Class Teacher
Industry Primary/Secondary Education
Experience
Fremont Unified School District September 2012 - Present
New Haven Unified September 2011 - May 2012
David White & Associates May 2011 - October 2011
Aerotek Engineering 2006 - 2010
Woodbury Financial Services 2004 - 2006
Skills
Management, Applicant Tracking..., Recruiting, Temporary Placement, Small Business, Technical Recruiting, Sales, Sourcing, Staffing Services, Project Planning, Networking, Microsoft Office, Investments, Project Management, Strategic Financial..., Budgets, Staff Development
Education
Notre Dame de Namur University 2010 — 2012
Masters, Special Education
University of California, Berkeley 1999 — 2003
B.A., Economics
Fremont Unified School District September 2012 - Present
New Haven Unified September 2011 - May 2012
David White & Associates May 2011 - October 2011
Aerotek Engineering 2006 - 2010
Woodbury Financial Services 2004 - 2006
Skills
Management, Applicant Tracking..., Recruiting, Temporary Placement, Small Business, Technical Recruiting, Sales, Sourcing, Staffing Services, Project Planning, Networking, Microsoft Office, Investments, Project Management, Strategic Financial..., Budgets, Staff Development
Education
Notre Dame de Namur University 2010 — 2012
Masters, Special Education
University of California, Berkeley 1999 — 2003
B.A., Economics
Christina Zadell's Woodbury Financial Services Experience 2011 - 2012
Job Owner, Bradley's Flooring and Paint
Industry Retail
Experience
Bradley's Flooring and Paint January 1997 - Present
KC2 Enterprises 2005 - Present
Woodbury Financial Services 2011 - 2012
Wachovia 1995 - 2001
Skills
Renovation, Construction, Contractors, Residential Homes, Construction Management, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Strategic Planning, Bathrooms, Marketing Strategy, Custom Homes, Flooring
Education
University of North Carolina at Chapel Hill 1991 — 1995
BS, Business Administration and Management, General
Bradley's Flooring and Paint January 1997 - Present
KC2 Enterprises 2005 - Present
Woodbury Financial Services 2011 - 2012
Wachovia 1995 - 2001
Skills
Renovation, Construction, Contractors, Residential Homes, Construction Management, Small Business, New Business Development, Entrepreneurship, Contract Negotiation, Strategic Planning, Bathrooms, Marketing Strategy, Custom Homes, Flooring
Education
University of North Carolina at Chapel Hill 1991 — 1995
BS, Business Administration and Management, General
Scott Whitehead's Woodbury Financial Services Experience 2003 - 2007
Job Chief Marketing Officer Your partner in providing ideas and solutions to drive more revenue
Industry Insurance
Experience
Total Financial Services September 2013 - Present
Allianz Life April 2010 - June 2013
Allianz Life 2009 - 2010
Allianz Life 2007 - 2009
Woodbury Financial Services 2003 - 2007
Woodbury Financial Services 2000 - 2003
Skills
Life Insurance, Marketing, Long-term Care, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Term Life Insurance, Strategic Planning, Financial Services, Series 6, Mutual Funds, Wealth Management, 401k, Underwriting, Series 7, IRAs, Series 63, Strategic Financial..., Financial Planning, Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
Bachelor's degree, Finance
Total Financial Services September 2013 - Present
Allianz Life April 2010 - June 2013
Allianz Life 2009 - 2010
Allianz Life 2007 - 2009
Woodbury Financial Services 2003 - 2007
Woodbury Financial Services 2000 - 2003
Skills
Life Insurance, Marketing, Long-term Care, Fixed Annuities, Insurance, Retirement, Retirement Planning, Disability Insurance, Term Life Insurance, Strategic Planning, Financial Services, Series 6, Mutual Funds, Wealth Management, 401k, Underwriting, Series 7, IRAs, Series 63, Strategic Financial..., Financial Planning, Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
Bachelor's degree, Finance
John Meany's Woodbury Financial Services Experience 2008 - Present
Job Marketing Ad Review Team Specialist at Woodbury Financial
Industry Marketing and Advertising
Experience
Woodbury Financial Services 2008 - Present
Allianz Life June 2006 - January 2008
Allianz Life April 2000 - June 2006
Allianz Life July 1995 - March 2000
John Alden 1988 - 1989
Education
Saint John's University 1984 — 1988
Woodbury Financial Services 2008 - Present
Allianz Life June 2006 - January 2008
Allianz Life April 2000 - June 2006
Allianz Life July 1995 - March 2000
John Alden 1988 - 1989
Education
Saint John's University 1984 — 1988
Jacalyn Malott's Woodbury Financial Services Experience April 2012 - Present
Job Business Analyst
Industry Financial Services
Experience
Woodbury Financial Services April 2012 - Present
RBC Wealth Management 2010 - 2011
RBC Capital Markets 2007 - 2010
RBC Capital Markets 2003 - 2007
RBC Capital Markets 1998 - 2003
RBC Capital Markets 1996 - 1998
Skills
Requirements Gathering, Business Requirements, Business Process, Business Analysis, Project Implementation, Cross-functional Team..., Salesforce.com, Process Improvement, Visio, Financial Services, Access, User Acceptance Testing, Project Planning, Project Execution, Defect Tracking, Gap Analysis, Integration, Mergers & Acquisitions, Finance, Financial Reporting, Project Coordination, Project Delivery, Manage multiple..., Highly Analytical, Procedure Analysis, Data Analysis, Process Flow, Test Script Creation, Integration Testing, Mergers, Detail Orientation, Microsoft Project, Excel, Cognos, Analysis
Education
University of Northern Iowa 1995 — 2000
Bachelor of Arts (B.A.), Accounting
Woodbury Financial Services April 2012 - Present
RBC Wealth Management 2010 - 2011
RBC Capital Markets 2007 - 2010
RBC Capital Markets 2003 - 2007
RBC Capital Markets 1998 - 2003
RBC Capital Markets 1996 - 1998
Skills
Requirements Gathering, Business Requirements, Business Process, Business Analysis, Project Implementation, Cross-functional Team..., Salesforce.com, Process Improvement, Visio, Financial Services, Access, User Acceptance Testing, Project Planning, Project Execution, Defect Tracking, Gap Analysis, Integration, Mergers & Acquisitions, Finance, Financial Reporting, Project Coordination, Project Delivery, Manage multiple..., Highly Analytical, Procedure Analysis, Data Analysis, Process Flow, Test Script Creation, Integration Testing, Mergers, Detail Orientation, Microsoft Project, Excel, Cognos, Analysis
Education
University of Northern Iowa 1995 — 2000
Bachelor of Arts (B.A.), Accounting
Theresa Link, CMP, CMM's Woodbury Financial Services Experience May 2005 - July 2012
Job Buyer at ITA Group, Inc.
Industry Financial Services
Experience
ITA Group, Inc. August 2014 - Present
Altour Performance August 2013 - August 2014
NAPCP (National Association of Purchasing Card Professionals) August 2012 - July 2013
Woodbury Financial Services May 2005 - July 2012
The Hartford 2005 - July 2012
BI January 1999 - May 2005
Katun Corporation 1992 - 1997
Skills
Marketing Communications, Event Planning, Trade Shows, Marketing, Strategic Planning, Marketing Strategy, Event Management, Budgets, Account Management, Project Management, Social Media Marketing, CRM, Social Media, Cross-functional Team..., Public Relations, Advertising, Sales, Public Speaking, Online Advertising, Leadership, Management, Strategy, Training, Program Management, Product Marketing, Team Management, Email Marketing, B2B, Business Development, Social Networking, New Business Development, Contract Negotiation, Strategic Partnerships, Competitive Analysis, Market Research, Direct Marketing, Proposal Writing, Online Marketing, Integrated Marketing
Education
University of Minnesota-Duluth
University of Minnesota-Twin Cities
ITA Group, Inc. August 2014 - Present
Altour Performance August 2013 - August 2014
NAPCP (National Association of Purchasing Card Professionals) August 2012 - July 2013
Woodbury Financial Services May 2005 - July 2012
The Hartford 2005 - July 2012
BI January 1999 - May 2005
Katun Corporation 1992 - 1997
Skills
Marketing Communications, Event Planning, Trade Shows, Marketing, Strategic Planning, Marketing Strategy, Event Management, Budgets, Account Management, Project Management, Social Media Marketing, CRM, Social Media, Cross-functional Team..., Public Relations, Advertising, Sales, Public Speaking, Online Advertising, Leadership, Management, Strategy, Training, Program Management, Product Marketing, Team Management, Email Marketing, B2B, Business Development, Social Networking, New Business Development, Contract Negotiation, Strategic Partnerships, Competitive Analysis, Market Research, Direct Marketing, Proposal Writing, Online Marketing, Integrated Marketing
Education
University of Minnesota-Duluth
University of Minnesota-Twin Cities
Jan Baer's Woodbury Financial Services Experience October 2006 - July 2011
Job Controller/Director of Events
Industry Accounting
Experience
Baer Consulting January 2013 - Present
Mid-Peninsula Boys and Girls Club May 2009 - September 2014
Woodbury Financial Services October 2006 - July 2011
SkyWest Airlines February 2005 - October 2006
SkyWest Airlines May 2002 - February 2005
Gap Inc./Banana Republic June 2000 - October 2003
Skills
Fundraising, Public Speaking, Board Development, Microsoft Word, Event Planning, Microsoft Excel, Training, Insurance, Customer Service, Strategic Planning, Nonprofits, Budgets, Leadership, Management, Program Management, Social Media, Social Networking, Team Building
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Art & Science, Psychology, Dramatic Arts, German
Baer Consulting January 2013 - Present
Mid-Peninsula Boys and Girls Club May 2009 - September 2014
Woodbury Financial Services October 2006 - July 2011
SkyWest Airlines February 2005 - October 2006
SkyWest Airlines May 2002 - February 2005
Gap Inc./Banana Republic June 2000 - October 2003
Skills
Fundraising, Public Speaking, Board Development, Microsoft Word, Event Planning, Microsoft Excel, Training, Insurance, Customer Service, Strategic Planning, Nonprofits, Budgets, Leadership, Management, Program Management, Social Media, Social Networking, Team Building
Education
University of California, Santa Barbara 2000 — 2004
Bachelor of Art & Science, Psychology, Dramatic Arts, German
Abe Brustein's Woodbury Financial Services Experience December 2014 - Present
Job Regional Vice President at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services December 2014 - Present
Cetera Advisor Networks LLC December 2012 - December 2014
Woodbury Financial Services May 2006 - August 2012
The MONY Group 1998 - 2004
MONY LIFE INSURANCE COMPANY 1998 - 2004
Penn Mutual 1987 - 1993
Skills
Series 7, Series 63, Fixed Annuities, Roth IRA, Series 6, IRAs, Retirement Planning, Retirement, Long-term Care, Securities, Wealth Accumulation, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Estate Planning, Life Insurance, Financial Advisory, Professional..., CLU, ChFC, CLF, Masters of Science &..., Insurance, FINRA
Education
The American College 1983 — 1985
Master of Science in Management, Managment
The 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
The University of Connecticut 1964 — 1968
Bachelor's degree, Political Science and Government
Woodbury Financial Services December 2014 - Present
Cetera Advisor Networks LLC December 2012 - December 2014
Woodbury Financial Services May 2006 - August 2012
The MONY Group 1998 - 2004
MONY LIFE INSURANCE COMPANY 1998 - 2004
Penn Mutual 1987 - 1993
Skills
Series 7, Series 63, Fixed Annuities, Roth IRA, Series 6, IRAs, Retirement Planning, Retirement, Long-term Care, Securities, Wealth Accumulation, 401k, Investment Advisory, Mutual Funds, Alternative Investments, Wealth Management, Asset Allocation, Estate Planning, Life Insurance, Financial Advisory, Professional..., CLU, ChFC, CLF, Masters of Science &..., Insurance, FINRA
Education
The American College 1983 — 1985
Master of Science in Management, Managment
The 1964 — 1968
Bachelor of Arts (B.A.), Political Science and Government
The University of Connecticut 1964 — 1968
Bachelor's degree, Political Science and Government
Kate Sprague's Woodbury Financial Services Experience August 2009 - January 2012
Job Registered Financial Associate at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners January 2012 - Present
Woodbury Financial Services August 2009 - January 2012
Planco/The Hartford February 2005 - July 2009
Piedmont Press & Graphics August 2003 - January 2005
ARCOM May 1990 - September 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Strategic Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Insurance, Finance, Series 63, Marketing, Equities, Life Insurance
Education
Old Dominion University 1986 — 1990
B.A., History
The Hill School, Middleburg, VA
Wakefield Class of 86
Bachelor of Arts (B.A.), History
Cary Street Partners January 2012 - Present
Woodbury Financial Services August 2009 - January 2012
Planco/The Hartford February 2005 - July 2009
Piedmont Press & Graphics August 2003 - January 2005
ARCOM May 1990 - September 1993
Skills
Series 7, Asset Allocation, Mutual Funds, Strategic Planning, Retirement Planning, Wealth Management, Investments, Retirement, Fixed Annuities, Insurance, Finance, Series 63, Marketing, Equities, Life Insurance
Education
Old Dominion University 1986 — 1990
B.A., History
The Hill School, Middleburg, VA
Wakefield Class of 86
Bachelor of Arts (B.A.), History
Robert Rinker's Woodbury Financial Services Experience 2003 - 2012
Job Independent Financial Services Professional
Industry Financial Services
Experience
Legacy Investment Services September 2003 - Present
Woodbury Financial Services 2003 - 2012
Education
Texas A&M University 1982 — 1986
Legacy Investment Services September 2003 - Present
Woodbury Financial Services 2003 - 2012
Education
Texas A&M University 1982 — 1986
Jay Marturano,CLU,ChFC,CIS,LUTCF's Woodbury Financial Services Experience 2009 - 2011
Job Owner at Lion Street
Industry Financial Services
Experience
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
Lion Street September 2014 - Present
SERVICE Wealth Management January 2012 - Present
Kenmar Wealth Management December 2009 - January 2012
Woodbury Financial Services 2009 - 2011
AXA Advisors August 1995 - December 2009
The MONY Group 1995 - 2005
Prudential Financial February 1992 - August 1995
Simmons Business Systems January 1991 - February 1992
Lawrence, O' Donnell, Marcus& Company May 1990 - January 1991
Skills
Retirement Planning, Retirement, Investments, Wealth Management, Finance, Estate Planning, Insurance, Securities, Asset Allocation, Mutual Funds
Education
Institute of Business & Finance 2011 — 2011
Certified Income Specialist, Retirement Income Strategies
University of Pennsylvania - The Wharton School 2007 — 2007
Retirement Planning Specialist Certificate
Harvard University - Advest Institute 2000 — 2001
Program on Behavioral Finance & Portfolio Analytics under Professor Harold Langlois
American College 1997 — 1998
CLU/ChFC, Financial Planning, Life Insurance, Investments, Taxation, Group Benefits, Life Insurance Law
University of Pittsburgh 1986 — 1990
Bachelors, Economics/Psychology
James Strate, CFP®'s Woodbury Financial Services Experience May 2006 - November 2006
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Ameriprise Financial Services Inc November 2006 - October 2013
Woodbury Financial Services May 2006 - November 2006
Skills
Retirement Planning, Estate Planning, Insurance, Finance, Saving for Education, Mutual Funds, Series 63, Strategic Financial..., Series 7
Education
St. Cloud State University 2003 — 2006
Bachelor of Science (B.S.), Finance
Fidelity Investments October 2013 - Present
Ameriprise Financial Services Inc November 2006 - October 2013
Woodbury Financial Services May 2006 - November 2006
Skills
Retirement Planning, Estate Planning, Insurance, Finance, Saving for Education, Mutual Funds, Series 63, Strategic Financial..., Series 7
Education
St. Cloud State University 2003 — 2006
Bachelor of Science (B.S.), Finance
John Mau's Woodbury Financial Services Experience 2006 - 2009
Job Director of Integrated Design at the University of St. Thomas
Industry Marketing and Advertising
Experience
University of St. Thomas 2014 - Present
Studio Q 2012 - 2014
Ameriprise Financial 2010 - 2012
Woodbury Financial Services 2006 - 2009
Piper Jaffray 1998 - 2005
Skills
InDesign, Illustrator, Layout, Adobe Acrobat, Graphics, Creative Strategy, Dreamweaver, Direct Mail, Facebook, Creative Direction, QuarkXPress, Art Direction, Brochures, Integrated Marketing, Marketing Communications, Photoshop, Social Media Marketing, Interaction Design, Corporate Branding, Logo Design, Web Design, Collateral, Brand Development, Email Marketing, Graphic Design, Art, Mac, Adobe Creative Suite, Branding & Identity, Advertising, Corporate Identity, Typography, Social Media, Illustration, HTML, Management, Cross-functional Team..., Microsoft Office, Interactive Marketing, Marketing, Visual Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
University of St. Thomas 2014 - Present
Studio Q 2012 - 2014
Ameriprise Financial 2010 - 2012
Woodbury Financial Services 2006 - 2009
Piper Jaffray 1998 - 2005
Skills
InDesign, Illustrator, Layout, Adobe Acrobat, Graphics, Creative Strategy, Dreamweaver, Direct Mail, Facebook, Creative Direction, QuarkXPress, Art Direction, Brochures, Integrated Marketing, Marketing Communications, Photoshop, Social Media Marketing, Interaction Design, Corporate Branding, Logo Design, Web Design, Collateral, Brand Development, Email Marketing, Graphic Design, Art, Mac, Adobe Creative Suite, Branding & Identity, Advertising, Corporate Identity, Typography, Social Media, Illustration, HTML, Management, Cross-functional Team..., Microsoft Office, Interactive Marketing, Marketing, Visual Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Reynaldo Guzman's Woodbury Financial Services Experience December 2007 - December 2008
Job Benefits Service Manager at Aon Hewitt
Industry Outsourcing/Offshoring
Experience
Aon Hewitt September 2013 - Present
Maryland Defense Force July 2013 - Present
R.O. Guzman, MD January 2011 - Present
Layline Risk Management Partners, LLC August 2011 - September 2013
Human Capital Consultants, LLC April 2011 - August 2011
Richard J Princinsky & Associates, Inc. October 2006 - January 2011
Woodbury Financial Services December 2007 - December 2008
RSM McGladrey Employer Services December 2001 - October 2006
Palmer & Cay May 2001 - November 2001
Marsh & McLennan February 1997 - May 2001
Skills
Insurance, Defined Contribution, Program Management, Risk Management..., Employee Benefits, Health Insurance, Disability Insurance, STD, Benefits Administration, Executive Pay, Defined Benefit, Risk Management, Recruiting, Retirement, Strategic Planning, Budgets, Personnel Management, Leadership, Financial Risk, Analysis, Employee Relations, Management, Brokers, Strategic Financial..., Business Planning, HR Consulting, Life Insurance, Underwriting, Health Savings Accounts, Mergers, Strategy, Human Resources, Financial Services, Healthcare, Finance, HR Policies, Managed Care, Claim, HRIS, Payroll, Talent Management, Long-term Care, Workers Compensation, Entrepreneurship, Term Life Insurance, Property & Casualty..., Retirement Planning, Executive Management, Health Care Reform, CRM
Education
University of Richmond 1984 — 1988
BA, Economics, Sociology, Psychology
St. Paul's School 1977 — 1984
Mt. Washington Country School
Aon Hewitt September 2013 - Present
Maryland Defense Force July 2013 - Present
R.O. Guzman, MD January 2011 - Present
Layline Risk Management Partners, LLC August 2011 - September 2013
Human Capital Consultants, LLC April 2011 - August 2011
Richard J Princinsky & Associates, Inc. October 2006 - January 2011
Woodbury Financial Services December 2007 - December 2008
RSM McGladrey Employer Services December 2001 - October 2006
Palmer & Cay May 2001 - November 2001
Marsh & McLennan February 1997 - May 2001
Skills
Insurance, Defined Contribution, Program Management, Risk Management..., Employee Benefits, Health Insurance, Disability Insurance, STD, Benefits Administration, Executive Pay, Defined Benefit, Risk Management, Recruiting, Retirement, Strategic Planning, Budgets, Personnel Management, Leadership, Financial Risk, Analysis, Employee Relations, Management, Brokers, Strategic Financial..., Business Planning, HR Consulting, Life Insurance, Underwriting, Health Savings Accounts, Mergers, Strategy, Human Resources, Financial Services, Healthcare, Finance, HR Policies, Managed Care, Claim, HRIS, Payroll, Talent Management, Long-term Care, Workers Compensation, Entrepreneurship, Term Life Insurance, Property & Casualty..., Retirement Planning, Executive Management, Health Care Reform, CRM
Education
University of Richmond 1984 — 1988
BA, Economics, Sociology, Psychology
St. Paul's School 1977 — 1984
Mt. Washington Country School
Gregory Lively's Woodbury Financial Services Experience 1995 - Present
Job Tax and Financial Planning
Industry Accounting
Experience
Woodbury Financial Services 1995 - Present
Gregory E. Lively, CPA, MA January 1988 - Present
KPMG January 1985 - December 1987
Skills
Retirement Planning, Strategic Financial..., Insurance, Retirement, 401k, IRAs, Series 6, Mutual Funds, Investment Advisory, Investments, Estate Planning, Variable Annuities, Small Business, Series 63, Finance, Tax Planning and..., Wealth Management, Fixed Annuities, Series 7, Financial Planning, Accounting, CPA, Tax, Strategic Planning, Management
Education
The University of Texas at Austin
Bachelor of Business Administration
The University of Texas at El Paso
Master of Accountancy
Woodbury Financial Services 1995 - Present
Gregory E. Lively, CPA, MA January 1988 - Present
KPMG January 1985 - December 1987
Skills
Retirement Planning, Strategic Financial..., Insurance, Retirement, 401k, IRAs, Series 6, Mutual Funds, Investment Advisory, Investments, Estate Planning, Variable Annuities, Small Business, Series 63, Finance, Tax Planning and..., Wealth Management, Fixed Annuities, Series 7, Financial Planning, Accounting, CPA, Tax, Strategic Planning, Management
Education
The University of Texas at Austin
Bachelor of Business Administration
The University of Texas at El Paso
Master of Accountancy
Tucker Barash's Woodbury Financial Services Experience July 2010 - Present
Job Senior Vice President at E.I.P., Inc.
Industry Financial Services
Experience
Woodbury Financial Services July 2010 - Present
E.I.P., Inc. July 2010 - Present
ADP July 2009 - July 2010
John Hancock August 2008 - March 2009
John Hancock July 2006 - July 2008
Skills
Series 6, Series 63, Series 65, 401k, Securities, FINRA, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Retirement Planning, Series 7, Employee Benefits, Financial Services, Insurance, Investments
Education
Sonoma State University 2002 — 2006
BS, Business Marketing
Tamalpais High School 1999 — 2002
Woodbury Financial Services July 2010 - Present
E.I.P., Inc. July 2010 - Present
ADP July 2009 - July 2010
John Hancock August 2008 - March 2009
John Hancock July 2006 - July 2008
Skills
Series 6, Series 63, Series 65, 401k, Securities, FINRA, Mutual Funds, Wealth Management, Retirement, Fixed Annuities, Retirement Planning, Series 7, Employee Benefits, Financial Services, Insurance, Investments
Education
Sonoma State University 2002 — 2006
BS, Business Marketing
Tamalpais High School 1999 — 2002
Marissa Meyer's Woodbury Financial Services Experience 2007 - 2009
Job Technology Portfolio Manager at Optum
Industry Health, Wellness and Fitness
Experience
Optum May 2015 - Present
OptumHealth March 2011 - April 2015
UnitedHealth Group January 2009 - April 2011
Woodbury Financial Services 2007 - 2009
UnitedHealth Group 2003 - 2007
Minnesota Department of Natural Resources 1998 - 2001
Washington County Government Center 1995 - 1997
Skills
SDLC, Business Analysis, Business Intelligence, Requirements Analysis, Visio
Education
St. Cloud State University
BS, Information Systems
Optum May 2015 - Present
OptumHealth March 2011 - April 2015
UnitedHealth Group January 2009 - April 2011
Woodbury Financial Services 2007 - 2009
UnitedHealth Group 2003 - 2007
Minnesota Department of Natural Resources 1998 - 2001
Washington County Government Center 1995 - 1997
Skills
SDLC, Business Analysis, Business Intelligence, Requirements Analysis, Visio
Education
St. Cloud State University
BS, Information Systems
Jillian Mulwee's Woodbury Financial Services Experience July 2006 - October 2007
Job Brand Consultant National Accounts at Match Up Promotions
Industry Marketing and Advertising
Experience
Match Up Promotions January 2012 - Present
PromoAdvantage Marketing Group, LLC April 2008 - January 2012
Woodbury Financial Services July 2006 - October 2007
20/20 Promotions October 2004 - July 2006
Carlson Companies June 2003 - January 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Budget, Account Management
Education
Northwestern College 1999 — 2003
BS, General Business, Bible
Match Up Promotions January 2012 - Present
PromoAdvantage Marketing Group, LLC April 2008 - January 2012
Woodbury Financial Services July 2006 - October 2007
20/20 Promotions October 2004 - July 2006
Carlson Companies June 2003 - January 2004
Skills
Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, Event Planning, Budget, Account Management
Education
Northwestern College 1999 — 2003
BS, General Business, Bible
Jane Hyland's Woodbury Financial Services Experience 2012 - 2013
Job Trade Desk Manager at Questar Capital
Industry Financial Services
Experience
Questar Capital July 2013 - Present
Woodbury Financial Services 2012 - 2013
Workman Securities/Allied Beacon January 2010 - December 2012
First Albany Capital January 2005 - May 2007
RBC Capital Markets February 2002 - December 2004
RBC Capital Markets January 2001 - February 2002
Education
University of Minnesota-Twin Cities 1987 — 1993
Sociology and Statistics
Questar Capital July 2013 - Present
Woodbury Financial Services 2012 - 2013
Workman Securities/Allied Beacon January 2010 - December 2012
First Albany Capital January 2005 - May 2007
RBC Capital Markets February 2002 - December 2004
RBC Capital Markets January 2001 - February 2002
Education
University of Minnesota-Twin Cities 1987 — 1993
Sociology and Statistics
Aakash Dharmadhikari's Woodbury Financial Services Experience June 2002 - September 2002
Job Customer Insights and Analysis Manager at Zurich North America
Industry Market Research
Experience
Zurich North America May 2015 - Present
Arc Worldwide June 2013 - May 2015
Ipsos ASI December 2010 - June 2013
University of California, San Diego September 2006 - June 2010
University of California, San Diego June 2008 - August 2008
University of California, San Diego September 2003 - June 2006
Rodemyer Christel Inc September 2002 - June 2003
Woodbury Financial Services June 2002 - September 2002
Skills
SPSS, Research, Stata, R, Research Design, Analysis, Statistical Modeling, Quantitative Research, Policy Analysis, Political Science, Teaching, Politics, Survey Design, SAS, Market Research, Presentations, Microsoft Office, Data Analysis, Qualitative Research, Statistics, Marketing Research, Quantitative Analytics, Analytics, Economics, Strategy
Education
University of California, San Diego 2003 — 2010
Ph.D, Political Science
Washington University in St. Louis 1998 — 2002
B.A, Political Science and Economics
St. Andrew's School 1994 — 1998
High School
Zurich North America May 2015 - Present
Arc Worldwide June 2013 - May 2015
Ipsos ASI December 2010 - June 2013
University of California, San Diego September 2006 - June 2010
University of California, San Diego June 2008 - August 2008
University of California, San Diego September 2003 - June 2006
Rodemyer Christel Inc September 2002 - June 2003
Woodbury Financial Services June 2002 - September 2002
Skills
SPSS, Research, Stata, R, Research Design, Analysis, Statistical Modeling, Quantitative Research, Policy Analysis, Political Science, Teaching, Politics, Survey Design, SAS, Market Research, Presentations, Microsoft Office, Data Analysis, Qualitative Research, Statistics, Marketing Research, Quantitative Analytics, Analytics, Economics, Strategy
Education
University of California, San Diego 2003 — 2010
Ph.D, Political Science
Washington University in St. Louis 1998 — 2002
B.A, Political Science and Economics
St. Andrew's School 1994 — 1998
High School
Matthew Sussex's Woodbury Financial Services Experience December 2008 - October 2011
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley October 2011 - October 2014
Woodbury Financial Services December 2008 - October 2011
Och-Ziff Capital Management June 2007 - September 2008
Merrill Lynch June 2005 - July 2007
Commerce Bank September 2003 - June 2005
Skills
Bloomberg, Investments
Education
St. John's University 2004 — 2006
Master’s Degree, Criminal Justice Leadership
St. John's University 1997 — 2002
Bachelor’s Degree, Finance and Financial Management Services
Morgan Stanley October 2011 - October 2014
Woodbury Financial Services December 2008 - October 2011
Och-Ziff Capital Management June 2007 - September 2008
Merrill Lynch June 2005 - July 2007
Commerce Bank September 2003 - June 2005
Skills
Bloomberg, Investments
Education
St. John's University 2004 — 2006
Master’s Degree, Criminal Justice Leadership
St. John's University 1997 — 2002
Bachelor’s Degree, Finance and Financial Management Services
Suzanne Ruza's Woodbury Financial Services Experience
Job Assistant Director at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services
Skills
Series 7, Mutual Funds, Life Insurance
Education
University of Idaho
Woodbury Financial Services
Skills
Series 7, Mutual Funds, Life Insurance
Education
University of Idaho
David T. Skelly,CFP(R)'s Woodbury Financial Services Experience November 2009 - Present
Job Financial Planner, Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services November 2009 - Present
Education
University of Delaware
Woodbury Financial Services November 2009 - Present
Education
University of Delaware
Renee Rice's Woodbury Financial Services Experience 2010 - 2011
Job Construction Litigation Paralegal at Fabyanske, Westra, Hart & Thomson, P.A.
Industry Law Practice
Experience
Fabyanske, Westra, Hart & Thomson, P.A. December 2014 - Present
Foley & Mansfield, PLLP November 2013 - November 2014
Yost & Baill December 2011 - November 2013
Woodbury Financial Services 2010 - 2011
Proskauer Rose LLP September 2009 - November 2010
Cooney & Conway January 2007 - September 2009
Skills
Civil Litigation, Litigation, Personal Injury, Westlaw, Contract Negotiation, Legal Writing, Subrogation, Legal Research, Courts, Legal Assistance, Commercial Litigation, Trials, Product Liability
Education
Minnesota Paralegal Institute 2005 — 2006
Paralegal Certificate, Paralegal Studies, 3.86 GPA
St. Cloud State University 2002 — 2004
Bachelor of Arts (BA), Political Science
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Political Science and Government
Fabyanske, Westra, Hart & Thomson, P.A. December 2014 - Present
Foley & Mansfield, PLLP November 2013 - November 2014
Yost & Baill December 2011 - November 2013
Woodbury Financial Services 2010 - 2011
Proskauer Rose LLP September 2009 - November 2010
Cooney & Conway January 2007 - September 2009
Skills
Civil Litigation, Litigation, Personal Injury, Westlaw, Contract Negotiation, Legal Writing, Subrogation, Legal Research, Courts, Legal Assistance, Commercial Litigation, Trials, Product Liability
Education
Minnesota Paralegal Institute 2005 — 2006
Paralegal Certificate, Paralegal Studies, 3.86 GPA
St. Cloud State University 2002 — 2004
Bachelor of Arts (BA), Political Science
University of Missouri-Columbia 1997 — 2000
Bachelor of Arts (BA), Political Science and Government
RALPH TODD's Woodbury Financial Services Experience June 1993 - Present
Job Owner, TODDS INCOME TAX & ACCT SVC INC
Industry Accounting
Experience
TODDS INCOME TAX & ACCT SVC INC April 2001 - Present
TODDS FINANCIAL SERVICES INC August 1996 - Present
Woodbury Financial Services June 1993 - Present
Skills
Auditing, Financial Reporting, Microsoft Excel, Financial Analysis, Accounting, Finance, QuickBooks, Financial Accounting, Tax, Microsoft Office, Bookkeeping, Strategic Financial..., Small Business, Insurance, Investments, Financial Planning, Teaching, Customer Service, Volunteer Management, Leadership, Leadership Development, Nonprofits, Public Speaking
Education
Oklahoma City University 1983 — 1985
Master of Business Administration (MBA), 3.4
Oklahoma City University 1983 — 1985
Master of Business Administration (MBA)
TODDS INCOME TAX & ACCT SVC INC April 2001 - Present
TODDS FINANCIAL SERVICES INC August 1996 - Present
Woodbury Financial Services June 1993 - Present
Skills
Auditing, Financial Reporting, Microsoft Excel, Financial Analysis, Accounting, Finance, QuickBooks, Financial Accounting, Tax, Microsoft Office, Bookkeeping, Strategic Financial..., Small Business, Insurance, Investments, Financial Planning, Teaching, Customer Service, Volunteer Management, Leadership, Leadership Development, Nonprofits, Public Speaking
Education
Oklahoma City University 1983 — 1985
Master of Business Administration (MBA), 3.4
Oklahoma City University 1983 — 1985
Master of Business Administration (MBA)
Howard Boyer's Woodbury Financial Services Experience Vice President InvestmentsChase Investment ServicesOctober 2008 - November 2009
Job Financial Adviser at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services Vice President InvestmentsChase Investment ServicesOctober 2008 - November 2009
WaMu Investments April 1999 - November 2009
Marine Midland Bank, Tokyo 1989 - 1993
Education
San Jose State University
BS - Business & Industrial Management
Thunderbird School of Global Management
BFT - International Business
Woodbury Financial Services Vice President InvestmentsChase Investment ServicesOctober 2008 - November 2009
WaMu Investments April 1999 - November 2009
Marine Midland Bank, Tokyo 1989 - 1993
Education
San Jose State University
BS - Business & Industrial Management
Thunderbird School of Global Management
BFT - International Business
Matt Germscheid's Woodbury Financial Services Experience June 2009 - Present
Job Financial Advisor at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services June 2009 - Present
Ameriprise Financial Services, Inc. January 2005 - May 2009
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, Investments, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Securities, IRAs, Investment Strategies, 401k, Financial Planning
Education
St. John's University 2000 — 2004
BA, Mathematics
Woodbury Financial Services June 2009 - Present
Ameriprise Financial Services, Inc. January 2005 - May 2009
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Retirement, Strategic Financial..., Fixed Annuities, Investments, Investment Advisory, Asset Allocation, Estate Planning, Financial Advisory, Securities, IRAs, Investment Strategies, 401k, Financial Planning
Education
St. John's University 2000 — 2004
BA, Mathematics
Matt Duncomb's Woodbury Financial Services Experience May 2010 - July 2012
Job Investment Portfolio Financial Associate
Industry Financial Services
Experience
The Hartford August 2012 - Present
Woodbury Financial Services May 2010 - July 2012
The Hartford May 2008 - May 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Mutual Funds
Education
St. Cloud State University 2004 — 2008
Bachelor of Science (BS), Marketing
The Hartford August 2012 - Present
Woodbury Financial Services May 2010 - July 2012
The Hartford May 2008 - May 2010
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Finance, Mutual Funds
Education
St. Cloud State University 2004 — 2008
Bachelor of Science (BS), Marketing
Bernie Willhite's Woodbury Financial Services Experience
Job
Industry Financial Services
Experience
Woodbury Financial Services
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Sales, Direct Sales, Negotiation, Sales Logix, Life Insurance, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Teaching, Motorcycle Safety, Retirement
Education
The American College 2005 — 2009
Chartered Life Underwriter, Financial Planning and Services
Life Underwriter Training Council 1981 — 1985
Life Underwriting Training Council Graduate, Financial Planning and Services
Woodbury Financial Services
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Sales, Direct Sales, Negotiation, Sales Logix, Life Insurance, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Teaching, Motorcycle Safety, Retirement
Education
The American College 2005 — 2009
Chartered Life Underwriter, Financial Planning and Services
Life Underwriter Training Council 1981 — 1985
Life Underwriting Training Council Graduate, Financial Planning and Services
Ashley Tyson's Woodbury Financial Services Experience September 2010 - Present
Job Service Specialist at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services September 2010 - Present
Holiday StationStore January 2008 - September 2010
Skills
Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Outlook, 10 Key, Retail, Time Management, Customer Satisfaction
Education
St. Cloud State University 2007 — 2007
Rosemount High School 2003 — 2007
Woodbury Financial Services September 2010 - Present
Holiday StationStore January 2008 - September 2010
Skills
Data Entry, Customer Service, Microsoft Excel, Microsoft Word, Outlook, 10 Key, Retail, Time Management, Customer Satisfaction
Education
St. Cloud State University 2007 — 2007
Rosemount High School 2003 — 2007
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY