Yellowstone Partners
Address: 100, 3340 Merlin Dr, Idaho Falls, ID 83404 Phone: (208) 612-1000Website: Place name: : : Category: : : : :
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Yellowstone Partners Employees
Yellowstone Partners September 2015 - Present
J.D. Mellberg Financial April 2012 - August 2015
Provident Financial Services January 2009 - March 2012
JM Investments, Inc. January 1999 - January 2008
Skills
Retirement Planning, Estate Planning, Retirement, Fixed Annuities, Wealth Management, IRAs, Strategic Financial..., Life Insurance, Series 7, Investment Advisory, Insurance, Real Estate, Financial Advisory, Investments, Disability Insurance, Financial Planners, Long-term Care, Financial Analysis, Financial Services, Series 63, Investment Strategies, Asset Management, Mutual Funds, Asset Allocation, Universal Life, Wealth, Uniform Combined State..., Portfolio Management, Series 6, Employee Benefits, Whole Life, Term Life Insurance
Education
Idaho State University 1994 — 1996
BA, Mass Communications
BYU-Idaho 1992 — 1994
Associate's degree, Business/Commerce, General
Kyani January 2013 - Present
Torque Agency May 2011 - July 2012
Yellowstone Partners May 2010 - July 2011
Melaleuca 2001 - 2010
Financial Fusion 1999 - 2001
Skills
Adobe Creative Suite, Packaging, Logo Design, Web Design, Illustration, Layout, Graphic Design, InDesign, Advertising, Graphics, User Interface Design, Illustrator, Branding & Identity, User Interface, Dreamweaver
Education
Utah Career College 1997 — 1999
Multimedia/Graphic Design
BYU-Idaho 1994 — 1996
Associate of Arts and Sciences (A.A.S.)
INL Citizens Advisory Board May 2014 - Present
Yellowstone Partners May 2006 - Present
City of Ammon January 2012 - Present
Cicero Corporation, Political Consulting February 2002 - Present
WorldWanderlusting.com April 2011 - Present
Office of Governor Dirk Kempthorne June 2003 - May 2006
Boise State University 2000 - 2003
Skills
Investments, Public Policy, Strategic Financial..., Fundraising, Strategic Planning, Risk Management, Public Speaking, Analysis, Business Planning, Financial Analysis, Portfolio Management, Management Consulting, Leadership, Management, Insurance, Equities, Wealth Management, Policy, Asset Management, Investment Management, Mutual Funds, Asset Allocation, Estate Planning, Finance, Financial Modeling, Financial Planners, Retirement Planning, IRAs, Fixed Annuities, Financial Planning, Social Media, Team Building
Education
Boise State University 1998 — 2003
Communications, Political Science, English
Idaho Falls High School 1993 — 1997
Walmart Inc. May 2014 - Present
Army National Guard January 2008 - January 2015
Walmart International May 2014 - August 2014
Yellowstone Partners April 2013 - September 2013
Skills
Microsoft Excel, Economics, Leadership, Investments, Research, Financial Modeling, Financial Analysis, Economic Statistics, Financial Accounting, Fundamental Analysis, Technical Analysis, Operational Due..., Bloomberg, Access, PowerPoint, Analysis, Critical Thinking, Data Analysis, Microsoft Word, VBA, Military Experience, Military
Education
Brigham Young University - Idaho 2010 — 2014
BS: Financial Economics
Yellowstone Partners January 2012 - Present
Raymond James Financial Inc. 1997 - 2014
Raymond James Financial Inc. 1997 - 2014
Skills
Saving for Education, Investments, Wealth Management, Strategic Financial..., Alternative Investments, Series 7, Uniform Combined State..., Portfolio Management, Asset Allocation, 401k Rollovers, Series 63, Asset Management, 529 Plans, Financial Analysis, Securities, Mutual Funds
Education
Malone College 1993 — 1997
Accounting and Finance
James A. Garfield
Yellowstone Partners August 2015 - Present
Wells Fargo June 2015 - August 2015
BYU-Idaho Investment Society May 2014 - April 2015
Corey & Trina Photography August 2012 - September 2014
Idaho State Department of Agriculture April 2010 - August 2012
World Empyre Sports February 2006 - December 2010
Skills
Finance, Microsoft Excel, Economics, Financial Analysis, Microsoft Office, Bloomberg, Research, Financial Modeling, Leadership, PowerPoint, Microsoft Word, Public Speaking, Data Analysis, Management, Teamwork, Time Management, Excel Models, Valuation, Fundamental Analysis, Investments
Education
Brigham Young University - Idaho 2013 — 2016
Bachelor’s Degree, Financial Economics w/ Engineering Minor
Yellowstone Partners May 2013 - Present
Demars Financial Group November 2002 - April 2013
City of Liberty Lake WA April 2003 - January 2010
Telect 1999 - 2007
Sun Remarketing 1989 - 1997
Skills
Product Management, Budgets, Cross-functional Team..., Public Speaking, Portfolio Management, Financial Analysis, Retirement Planning, Customer Service, Strategic Planning, Strategic Financial..., Managerial Finance, Process Improvement, Direct Sales, Business Planning, Project Management, Finance, Sales, Investments, Operations Management, Risk Management, Start-ups, Business Development, Management, Wealth Management, Entrepreneurship, Financial Advisory, Strategy, Mutual Funds, Forecasting, Business Strategy, Financial Modeling, Asset Allocation, Program Management, 401k, Banking, Leadership, Insurance, Executive Management, Mergers, Financial Planning, Mergers & Acquisitions
Education
Gonzaga University - School of Business Administration 1997 — 1999
Masters of Business Administration, Finance and Financial Management Services
University of Utah - David Eccles School of Business 1993 — 1997
Bachelors of Science
Utah State University 1993 — 1997
Bachelors, Politcal Science
Yellowstone Partners October 2005 - Present
Insight Financial October 2004 - October 2005
Ski Swap Services January 2003 - October 2004
Skills
Strategic Planning, Investments, Finance, Customer Service, Leadership, Financial Planning, Management, Financial Analysis, Portfolio Management, Asset Allocation, Alternative Investments, Estate Planning, Asset Management, Wealth Management, Strategic Financial..., Adobe Creative Suite, Mutual Funds, Bloomberg, Series 7, Broker-Dealer, Securities, Trading, Start-ups, Investment Strategies, Venture Capital, Equities, Fixed Income, Private Equity, Insurance, Investment Advisory, Investment Company Act, 401k, Investment Advisers Act, Mergers & Acquisitions, IRAs, Due Diligence, Retirement Planning, FINRA, Retirement, Corporate Law
Education
IACCP® - National Regulatory Services 2012 — 2014
Compliance
Brigham Young University - Idaho 1999 — 2003
Bachelors, Finance Emphasizing in Investments/Banking
RS&I May 2013 - Present
Netmark.com March 2013 - May 2013
Yellowstone Partners January 2013 - March 2013
BYU-Idaho April 2012 - September 2012
Skills
Java, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, HTML, CSS, SQL, Ora, Javasc, cisco rou, cisco, Windows Server, Computer Security, php, SEO, Windows, MySQL, Keyword Research, Computer Hardware, Web Marketing, Windows 7, JavaScript, Programming, Databases, Web Design, Microsoft SQL Server, Web Development, Networking, Team Leadership, HTML 5, Website Development, Database Design, Microsoft Word, Facebook, Web Applications, Oracle, Operating Systems, SharePoint, WordPress, Google Analytics, Web Project Management, Database Administration, PL/SQL, Google Webmaster Tools, Troubleshooting, Public Speaking, Leadership, Research, HTML5
Education
Brigham Young University - Idaho 2003 — 2013
BS, Computer Information Technology
Magrath High School 2000 — 2003
GED, High School/Secondary Diplomas and Certificates
Yellowstone Partners June 2015 - Present
Zenger Folkman March 2015 - April 2015
The Church of Jesus Christ of Latter-day Saints February 2012 - February 2014
Falls Printing LLC June 2009 - August 2011
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Brigham Young University 2014 — 2017
Yellowstone Partners April 2015 - Present
KeyBank February 2009 - April 2015
Beneficial Financial Group November 1994 - December 2007
NHS/First Financial Investments May 1993 - October 1994
Morgan Stanley Dean Witter June 1984 - December 1992
Clayton Brokerage Co. of St Louis Inc February 1982 - June 1984
Skills
Fixed Income, Portfolio Management, Alternative Investments, Derivatives, Equities, Financial Analysis, Financial Markets, Investment Strategies, Investments, Mutual Funds, Securities, Trading, Wealth Management, Private Equity, Finance
Education
Brigham Young University 1979 — 1981
MS, Economics
Brigham Young University 1975 — 1979
BA, Political Science, Economics
Highcrest Management Group September 2015 - Present
BYU-Idaho April 2015 - Present
Almost Diamonds December 2014 - Present
BYU-Idaho September 2013 - Present
Yellowstone Partners July 2015 - September 2015
Morgan Stanley August 2015 - August 2015
Onyx Financial Advisors June 2015 - July 2015
BYU-Idaho January 2015 - July 2015
Teton Tacos March 2015 - April 2015
Teton Tacos February 2015 - March 2015
Skills
Microsoft Excel, Japanese, Leadership, Marketing, Lead Generation, Sales, Bloomberg, Mergers & Acquisitions, investments, Private Equity, Financial Modeling, Economics, Accounting, Social Media, Social Networking, SEO, Illustrator, Web Design, Photography, Photoshop, Time Management, Critical Thinking, Google Adwords, PowerPoint, CSS3, HTML, Team Leadership, Customer Service, Building Relationships, Direct Sales, Entrepreneurship, Team Building, Microsoft Office, Sales Presentations, Google Docs, ad design, Microsoft Word, Problem Solving, JavaScript, Regression Analysis, LBO
Education
Brigham Young University - Idaho 2013 — 2016
Bachelor of Science (BS), Business Management Emphasis In Finance, Minor In Finance Economics/Accounting, 3.6
Los Medanos College 2009 — 2010
Transfer to BYU Idaho as a transfer student, Business, Management and Marketing
Yellowstone Partners January 2015 - Present
Centennial Investment Advisors January 2001 - December 2014
SEI Investments November 1983 - January 2000
Lockheed Martin March 1971 - October 1983
Skills
Investments
Education
University of San Francisco 1981 — 1984
BS, Org Behavior
Yellowstone Partners August 2014 - Present
Arthur J. Gallagher & Co. January 2011 - August 2014
Insight Resources April 2003 - December 2010
Insight Financial April 2003 - December 2010
Skills
Benefits Design, Risk Management, Employee Relations, Productivity Coaching, Employee Benefits, Insurance, Long-term Care, Disability Insurance, Health Insurance
Education
Utah State University - Jon M. Huntsman School of Business 1998 — 2000
Brigham Young University - Idaho 1997 — 1999
business
Yellowstone Partners January 2015 - Present
Skills
Management, Asset Management, Small Business, Sales, Financial Services, Coaching, Leadership, Entrepreneurship, Marketing, Customer Service, Marketing Strategy, Team Building, Business Development, Investments, Wealth Management
Education
Boise State University 2006 — 2008
BA, History, Cum Laude
Brigham Young University 2005 — 2006
Bachelor's degree, History
Yellowstone Partners April 2011 - Present
Xiangtan University August 2010 - January 2011
North Fork Dental Care August 2005 - August 2010
House of Representives January 2007 - May 2007
Skills
Event Planning, Microsoft Office, Editing, Teaching, Spanish, Customer Service, Management
Education
Brigham Young University - Idaho 2005 — 2008
BA in Psychology, Sociology, Spanish
Brigham Young University - Hawaii 2005 — 2005
Psychology