Woodbury Financial Services, Inc.
Industry: Company
DescriptionHeadquarters: Oakdale, MN Founded: 1910 Subsidiaries: Woodbury Financial Services, Inc., Asset Management Arm, Parent organizations: The Hartford, Advisor Group
Woodbury Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Woodbury Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Woodbury Financial Services, Inc. Employees
Employee
Years
Job
Industry
Gretchen Cepek Gretchen Cepek's Woodbury Financial Services, Inc. Experience April 2005 - March 2009
Job Senior Vice President & General Counsel at Allianz Life Insurance Company of North America
Industry Financial Services
Experience
Allianz Life Insurance Company of North America February 2012 - Present
Allianz Life Insurance Company of North America April 2009 - February 2012
Woodbury Financial Services, Inc. April 2005 - March 2009
Querrey & Harrow, Ltd. June 1992 - March 2005
Skills
Litigation Management, Insurance Law, Securities, Securities Regulation, Insurance, Corporate Law, Financial Services, FINRA, Mediation, Product Liability, Legal Writing, Commercial Litigation, Legal Research, Civil Litigation, Claims Management, Legal Compliance, Investments
Education
Valparaiso University School of Law 1990 — 1993
Juris Doctor
Illinois Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), History, Political Science
Allianz Life Insurance Company of North America February 2012 - Present
Allianz Life Insurance Company of North America April 2009 - February 2012
Woodbury Financial Services, Inc. April 2005 - March 2009
Querrey & Harrow, Ltd. June 1992 - March 2005
Skills
Litigation Management, Insurance Law, Securities, Securities Regulation, Insurance, Corporate Law, Financial Services, FINRA, Mediation, Product Liability, Legal Writing, Commercial Litigation, Legal Research, Civil Litigation, Claims Management, Legal Compliance, Investments
Education
Valparaiso University School of Law 1990 — 1993
Juris Doctor
Illinois Wesleyan University 1986 — 1990
Bachelor of Arts (B.A.), History, Political Science
Jamee Lamm Jamee Lamm's Woodbury Financial Services, Inc. Experience September 2007 - May 2013
Job Senior Business Analyst at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans May 2013 - Present
Woodbury Financial Services, Inc. September 2007 - May 2013
Woodbury Financial Services, Inc. March 2004 - September 2007
Woodbury Financial Services, Inc. March 2003 - March 2004
Wisconsin Indianhead Technical College September 2002 - March 2003
Tena Companies May 2002 - September 2002
Cities Credit Union January 1999 - January 2001
Skills
Series 7, Series 24, Process Improvement, Cross-functional Team..., Training, Business Process, Software Documentation
Education
University of Minnesota-Twin Cities 2012 — 2012
Business Analysis Certificate
University of St. Thomas - Opus College of Business 2007 — 2010
MBA, Business
University of Wisconsin-River Falls 1998 — 2002
Bachelor of Science, Business Management
Thrivent Financial for Lutherans May 2013 - Present
Woodbury Financial Services, Inc. September 2007 - May 2013
Woodbury Financial Services, Inc. March 2004 - September 2007
Woodbury Financial Services, Inc. March 2003 - March 2004
Wisconsin Indianhead Technical College September 2002 - March 2003
Tena Companies May 2002 - September 2002
Cities Credit Union January 1999 - January 2001
Skills
Series 7, Series 24, Process Improvement, Cross-functional Team..., Training, Business Process, Software Documentation
Education
University of Minnesota-Twin Cities 2012 — 2012
Business Analysis Certificate
University of St. Thomas - Opus College of Business 2007 — 2010
MBA, Business
University of Wisconsin-River Falls 1998 — 2002
Bachelor of Science, Business Management
Peter Povinelli Peter Povinelli's Woodbury Financial Services, Inc. Experience March 2006 - Present
Job "The Chicagoland Retirement Specialist"
Industry Financial Services
Experience
Woodbury Financial Services, Inc. March 2006 - Present
Povinelli & Associates, Inc. February 2004 - Present
The MONY Group, Inc. June 1992 - March 2006
Education
College for Financial Planning
CFP
The American College
CLU, ChFC
University of Illinois at Urbana-Champaign
BA
Woodbury Financial Services, Inc. March 2006 - Present
Povinelli & Associates, Inc. February 2004 - Present
The MONY Group, Inc. June 1992 - March 2006
Education
College for Financial Planning
CFP
The American College
CLU, ChFC
University of Illinois at Urbana-Champaign
BA
Matt Dian Matt Dian's Woodbury Financial Services, Inc. Experience April 2013 - April 2014
Job
Industry Financial Services
Experience
Questar Capital Corporation February 2015 - Present
Questar Capital Corporation April 2014 - Present
Woodbury Financial Services, Inc. April 2013 - April 2014
Woodbury Financial Services, Inc. 2010 - April 2013
Woodbury Financial Services, Inc. 2008 - 2010
Woodbury Financial Services, Inc. 2006 - 2008
Woodbury Financial Services, Inc. 2004 - 2006
Hartford Insurance/Fortis Investors 2000 - 2004
Fortis Investors 1991 - 2000
Skills
Securities, Series 7, FINRA, Investments, Series 63, Insurance, Trading, Financial Advisory, Management, Training, AML, Mutual Funds, Series 24, Retirement Planning, Fixed Annuities, Retirement, Wealth Management
Education
Wharton Business School 2010 — 2011
FINRA CRCP
Saint Mary's University of Minnesota 2004 — 2006
Bachelor of Science (B.S.)
white bear lake
Questar Capital Corporation February 2015 - Present
Questar Capital Corporation April 2014 - Present
Woodbury Financial Services, Inc. April 2013 - April 2014
Woodbury Financial Services, Inc. 2010 - April 2013
Woodbury Financial Services, Inc. 2008 - 2010
Woodbury Financial Services, Inc. 2006 - 2008
Woodbury Financial Services, Inc. 2004 - 2006
Hartford Insurance/Fortis Investors 2000 - 2004
Fortis Investors 1991 - 2000
Skills
Securities, Series 7, FINRA, Investments, Series 63, Insurance, Trading, Financial Advisory, Management, Training, AML, Mutual Funds, Series 24, Retirement Planning, Fixed Annuities, Retirement, Wealth Management
Education
Wharton Business School 2010 — 2011
FINRA CRCP
Saint Mary's University of Minnesota 2004 — 2006
Bachelor of Science (B.S.)
white bear lake
Alton Howell, CLU©, ChFC© Alton Howell, CLU©, ChFC©'s Woodbury Financial Services, Inc. Experience October 2014 - Present
Job President at MidAtlantic Financial Group, Inc.
Industry Insurance
Experience
Woodbury Financial Services, Inc. October 2014 - Present
Mid-Atlantic Financial Group, Inc. August 2003 - Present
Cornerstone Brokerage Services, LLC May 2015 - Present
LPL Financial May 2007 - October 2014
GE Financial Advisors June 1980 - December 2003
Education
The American College 1985 — 1998
Chartered Financial Consultant, Financial Services
The American College 1985 — 1998
Chartered Life Underwriter, Financial Services
Agency Management Training Course (AMTC) 1985 — 1986
AMTC, Agency Management
Purdue University 1984 — 1984
Purdue Management Institute, Agency Management
Virginia Commonwealth University 1978 — 1980
Master's degree, Music
Uniersity of North Carolina at Greensboro 1974 — 1978
Bachelor's degree, Education
Woodbury Financial Services, Inc. October 2014 - Present
Mid-Atlantic Financial Group, Inc. August 2003 - Present
Cornerstone Brokerage Services, LLC May 2015 - Present
LPL Financial May 2007 - October 2014
GE Financial Advisors June 1980 - December 2003
Education
The American College 1985 — 1998
Chartered Financial Consultant, Financial Services
The American College 1985 — 1998
Chartered Life Underwriter, Financial Services
Agency Management Training Course (AMTC) 1985 — 1986
AMTC, Agency Management
Purdue University 1984 — 1984
Purdue Management Institute, Agency Management
Virginia Commonwealth University 1978 — 1980
Master's degree, Music
Uniersity of North Carolina at Greensboro 1974 — 1978
Bachelor's degree, Education
Jan Chua Jan Chua's Woodbury Financial Services, Inc. Experience 2006 - Present
Job Investment Adviser Representative at Woodbury Financial
Industry Financial Services
Experience
Woodbury Financial Services, Inc. 2006 - Present
SkyWest Airlines 2002 - 2006
Education
University of California, Santa Barbara 2000 — 2004
Woodbury Financial Services, Inc. 2006 - Present
SkyWest Airlines 2002 - 2006
Education
University of California, Santa Barbara 2000 — 2004
Mariann Johanneck's Woodbury Financial Services, Inc. Experience November 1999 - September 2006
Job Housekeeping Assistant at Presbyterian Homes & Services
Industry Medical Practice
Experience
Presbyterian Homes & Services April 2010 - Present
Pearson Education, Inc. November 2006 - August 2008
Woodbury Financial Services, Inc. November 1999 - September 2006
Fortis Financial Group 1999 - 2000
St. Paul Companies May 1999 - October 1999
Deluxe Corporation 1976 - 1998
Skills
Project Management, Customer Service, Microsoft Office, Nonprofits, Sales, Microsoft Word, Outlook, Event Planning, PowerPoint, Time Management, Training, Healthcare, Fundraising, Data Entry, Teamwork
Education
Century College 2009 — 2009
Medical Terminology
St. Paul College 2008 — 2008
Certificates, MS Excel, Word, Access, PowerPoint
Presbyterian Homes & Services April 2010 - Present
Pearson Education, Inc. November 2006 - August 2008
Woodbury Financial Services, Inc. November 1999 - September 2006
Fortis Financial Group 1999 - 2000
St. Paul Companies May 1999 - October 1999
Deluxe Corporation 1976 - 1998
Skills
Project Management, Customer Service, Microsoft Office, Nonprofits, Sales, Microsoft Word, Outlook, Event Planning, PowerPoint, Time Management, Training, Healthcare, Fundraising, Data Entry, Teamwork
Education
Century College 2009 — 2009
Medical Terminology
St. Paul College 2008 — 2008
Certificates, MS Excel, Word, Access, PowerPoint
Dennis Schilling's Woodbury Financial Services, Inc. Experience 1993 - Present
Job President at Schilling Financial Group
Industry Financial Services
Experience
Schilling Financial Group, Inc. April 2002 - Present
Woodbury Financial Services, Inc. 1993 - Present
E. F. Haldeman & Associates, Inc. January 1989 - December 2002
Forest Hills Motor Co. April 1983 - December 1988
Skills
Financial Planning, Insurance, Financial Analysis, Business Planning, Retirement Planning, Strategic Financial..., Small Business, Investments, Life Insurance, Retirement, Fixed Annuities, Employee Benefits
Education
Institute of Business & Finance 1993 — 1994
Certified Fund Specialist
Cleveland State University & University of Pittsburgh 1989 — 1991
MBA, Finance
Ohio Wesleyan University 1972 — 1976
BA, Politics & Government
Schilling Financial Group, Inc. April 2002 - Present
Woodbury Financial Services, Inc. 1993 - Present
E. F. Haldeman & Associates, Inc. January 1989 - December 2002
Forest Hills Motor Co. April 1983 - December 1988
Skills
Financial Planning, Insurance, Financial Analysis, Business Planning, Retirement Planning, Strategic Financial..., Small Business, Investments, Life Insurance, Retirement, Fixed Annuities, Employee Benefits
Education
Institute of Business & Finance 1993 — 1994
Certified Fund Specialist
Cleveland State University & University of Pittsburgh 1989 — 1991
MBA, Finance
Ohio Wesleyan University 1972 — 1976
BA, Politics & Government
Beth Dendinger's Woodbury Financial Services, Inc. Experience January 2008 - December 2012
Job Vice President, Strategic Relations at Cetera Financial Group
Industry Financial Services
Experience
AIG Advisor Group December 2012 - November 2014
Woodbury Financial Services, Inc. January 2008 - December 2012
Woodbury Financial Services, Inc. December 1998 - January 2008
Allianz Group December 1993 - December 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Bachelor's Degree, Business Administration, Marketing Concentration
AIG Advisor Group December 2012 - November 2014
Woodbury Financial Services, Inc. January 2008 - December 2012
Woodbury Financial Services, Inc. December 1998 - January 2008
Allianz Group December 1993 - December 1998
Education
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
Bachelor's Degree, Business Administration, Marketing Concentration
Aaron Dickens's Woodbury Financial Services, Inc. Experience July 2012 - May 2013
Job Service Manager at McCoy Fire & Safety, Inc.
Industry Facilities Services
Experience
McCoy Fire & Safety, Inc. February 2014 - Present
Consolidated Fire Protection May 2013 - January 2014
Woodbury Financial Services, Inc. July 2012 - May 2013
DP Properties August 2011 - July 2012
Skills
Finance, Management, Team Building, Project Management, Budgets, Facilities Management, Procurement, Human Resources, Strategic Financial..., Investments, Fire Protection, Retirement Planning, Financial Advisory, Community Service, NFPA, Fire Alarm, Mutual Funds, Insurance, Life Insurance, Wealth Management, Community Outreach, Financial Management, Qualified Retirement..., Managerial Finance, Variable Annuities, National Accounts
Education
Troy University 2015 — 2017
Master of Business Administration (M.B.A.)
California Lutheran University 2013 — 2013
Financial Planning
Brigham Young University 2006 — 2011
Bachelors of Arts, Music; Minor: Spanish
Cornell University 2011 — 2011
Graduate Certificate, Financial Management
Fullerton Union High School 2002 — 2006
High School Diploma with Honors
McCoy Fire & Safety, Inc. February 2014 - Present
Consolidated Fire Protection May 2013 - January 2014
Woodbury Financial Services, Inc. July 2012 - May 2013
DP Properties August 2011 - July 2012
Skills
Finance, Management, Team Building, Project Management, Budgets, Facilities Management, Procurement, Human Resources, Strategic Financial..., Investments, Fire Protection, Retirement Planning, Financial Advisory, Community Service, NFPA, Fire Alarm, Mutual Funds, Insurance, Life Insurance, Wealth Management, Community Outreach, Financial Management, Qualified Retirement..., Managerial Finance, Variable Annuities, National Accounts
Education
Troy University 2015 — 2017
Master of Business Administration (M.B.A.)
California Lutheran University 2013 — 2013
Financial Planning
Brigham Young University 2006 — 2011
Bachelors of Arts, Music; Minor: Spanish
Cornell University 2011 — 2011
Graduate Certificate, Financial Management
Fullerton Union High School 2002 — 2006
High School Diploma with Honors
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