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Financial Consultants in Minnesota

Financial Consultants in Minneapolis, MN

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250 results found

Anthony Bumgarner Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at US Federal CU Advisors CUNA Brokerage Services Inc
Location:
Minneapolis, Minnesota
Industry:
Investment Management
Work history:
US Federal CU Advisors CUNA Brokerage Services Inc - Fridley, MNFinancial Advisorsince Jun 2012Centris Investment Services CUNA Brokerage Services - Greater Omaha AreaFinancial AdvisorMay 2007 - Jun 2012
Full Profile

Rachelle Nelko Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President of Marketing • Director • Vice President • Chief Executive • Operations Manager • Supervisor • Non-Profit • Managers • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Educator • Education Professional • Instructor • School Administrator • Educational Manager • Sales Representative

Experience & Education

Position:
Creative Organizational Director at Westside Communities in Action, Designated Supervisor and...
Title:
Vice President of Marketing at United Brokerage Services, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Westside Communities in Action - Wayzata/PlymouthCreative Organizational Directorsince Sep 2011Lincoln Investment Planning Designated Supervisor and Financial Advisorsince Aug 2010
Full Profile

Michael Levitt Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor

Experience & Education

Position:
Wealth Management Advisor at Kluge-Rathmanner Group at Merrill Lynch Pierce Fenner & Smith...
Title:
Kluge-Rathmanner Group at Merrill Lynch
Location:
Greater Minneapolis-St. Paul Area
Industry:
Telecommunications
Work history:
Kluge-Rathmanner Group at Merrill Lynch Pierce Fenner & Smith Inc. Wealth Management Advisorsince Nov 2011Merrill Lynch, Pierce, Fenner & Smith Inc. - St.Paul, MinnesotaFinancial Advisorsince Jul 2011
Full Profile

Deborah Fellman Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Sr. Financial Consultant with Salo LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Management Consulting
Full Profile

Mike O'neil Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Leader • Managers • Accounts Payable • Accounts Payable Specialist • Financial Officer • Financial Manager • Project Managers • Controlling Specialist • Controller • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative

Experience & Education

Position:
Finance Executive seeking opportunity to provide value driven Financial Leadership at Twin Cities...
Title:
Finance Executive Leader
Location:
Greater Minneapolis-St. Paul Area
Industry:
Medical Devices
Work history:
Twin Cities Area Company Finance Executive seeking opportunity to provide value driven Financial Leadershipsince Jul 2012Medtronic, Inc. - Greater Minneapolis-St. Paul AreaFinancial Consultant, Cardiac and Vascular Group2010 - Jul 2012
Full Profile

Stephanie Zambrano Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Cardiologist • Surgical Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Consultant at UnitedHealth Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Full Profile

Sara Stanley Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Person • Agent • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Coordinator • Managers • Medical Record Transcriber • Medical Transcriptionist • Clinical Data Management Professional • Health Information Specialist • Healthcare Support • Data Entry Specialist • Data Scientist • Partner • Chief Executive • Network Administrator • Operations Manager

Experience & Education

Position:
Registered Sales Assistant at NorthStar Wealth Management, Inc
Title:
Registered Sales Assistant
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
NorthStar Wealth Management, Inc - Greater Minneapolis - St. Paul AreaRegistered Sales Assistantsince Jun 2011Medical Advanced Pain Specialists - Edina and Shakopee MNFront Desk CoordinatorJan 2011 - Jun 2011
Certifications:
General Securities Representative, Finra
Sara is the Assistant to the Senior Financial Advisor who works in all aspects of inve..
Full Profile

Lejing Wang Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Teaching Assistant • Educational Assistant Teacher • Tutor • Entertainment Professional • Entertainer • Sales Representative

Experience & Education

Title:
Recent Graduate
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Office Administrative ProfessionalSep 2009 - May 2010St. Olaf College Economics Department Teaching Assistant & TutorSep 2008 - May 2010
Full Profile

Jim Ganger Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Operating Officer • Sales Manager • Sales Director • Division Manager • General and Operations Manager • Director of Operations • Operations Manager • Department Supervisor • Manager • Advisor • Representative • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Chief Operating Officer/National Sales Manager at USAdvisors Network
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
USAdvisors Network - Eden Prairie, MNChief Operating Officer/National Sales Managersince Feb 2010CUNA Mutual Group - St.Paul, MNDivision ManagerMar 2005 - Feb 2010
Financial Advisor at Securities America Advisors
Full Profile

Ann Rislove Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Marketing Administrator • Advertising Professional • SEO Specialist • Advertising Sales Agent • Web Marketer • Marketing Manager • Operations Manager • Department Supervisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Consumer Goods Professional • Commodities Clerk • Managers

Experience & Education

Position:
BOA at Edward Jones
Location:
Greater Minneapolis-St. Paul Area
Industry:
Marketing and Advertising
Work history:
Edward Jones - Oakdale, MNBOAsince Nov 2012Smart Candle Marketing ManagerJul 2010 - Oct 2012
Skills:
Marketing, Advertising, Direct Mail, Copywriting, Marketing Communications, Public Relations,...
* Work with financial advisor on deepening client relationship..
Full Profile

Jonathan Liang Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Planner • Construction • Account Service Manager • Client Service Officer • Customer Service • Operations Manager • Financial Manager • Team Member • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor/Partner at CTB Financial Services, Ltd.
Title:
Partner, CTB Financial Services, Ltd. - investment and financial advisor, planner, strategist
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
CTB Financial Services, Ltd. - Greater Minneapolis-St. Paul AreaFinancial Advisor/Partnersince Nov 2002United Resource Networks (Now OptumHealth) Strategic Account Executive (SAE)Mar 2004 - Dec 2005
Skills:
Portfolio Design and Management, Retirement Income Planning, Income Tax Planning, Estate and Tax...
Languages:
English, German
Certifications:
Certified Financial Planner© Designation, CFP Board
Full Profile

George Gagnon Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Correspondent • Reporter • Juris Doctor • Master of Science • Chief Executive • Operations Manager

Experience & Education

Position:
Financial Advisor at Morgan Stanley
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Minneapolis, Minnesota
Industry:
Financial Services
Work history:
Morgan Stanley - Greater Minneapolis-St. Paul Area, United StatesFinancial Advisorsince Jan 2009Merrill Lynch - Greater Minneapolis-St. Paul Area, United StatesFinancial AdvisorJan 2004 - Jan 2009
Full Profile

Robyn Schroder Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Operations Manager • Managers • Analysts • Supporting Member • Team Member • Non-Profit • Health Professional • Health Practitioner

Experience & Education

Position:
Finance Manager at UnitedHealth Group
Title:
at
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
UnitedHealth Group Finance Managersince Mar 2013UnitedHealth Group Financial ConsultantMar 2010 - Mar 2013
Full Profile

Jennifer Kaufmann Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Organization Management • Spokesperson • Advisor • Representative • Instructor • Pedagogue • Educator • Education Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Managers • Health Educator • Health Education Specialist • Health Educators • Self-Enrichment Education Teacher • Administrative Medical Assistant • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Position:
Certification Instructor at Mankato Family YMCA, Certified Housing Counselor/ Certified Financial...
Title:
Certified Housing Counselor and Financial Counselor
Location:
Greater Minneapolis-St. Paul Area
Industry:
Nonprofit Organization Management
Work history:
Mankato Family YMCA - Mankato, MNCertification Instructorsince May 2009Lutheran Social Service of Minnesota - Mankato, MNCertified Housing Counselor/ Certified Financial Counselorsince Feb 2009
Skills:
Certified Consumer Credit Counselor, Certified Foreclosure Prevention Counselor, Community...
Full Profile

Jason Mba Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Consumer Goods Professional • Commodities Clerk • Financial Analyst • Controller • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Master of Business Administration • Analysts • Insurance Examining Clerk • Claims Examiner • Chief Executive

Experience & Education

Position:
Financial Consultant at Ovations
Location:
Greater Minneapolis-St. Paul Area
Industry:
Consumer Goods
Work history:
Ovations Financial Consultantsince Nov 2009General Mills Financial Analyst IOct 2007 - Jun 2009
Skills:
Process improvement projects, system implementation, analyzing financial data, testing systems,...
Full Profile

Quang Tran Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Partner • Chief Executive • Licensed Real Estate Broker • Property Manager • Real Estate Manager • School Principal • School Administrator • Educational Manager • Process Engineer • Industrial Engineer • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at AdvisorNet Financial
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
AdvisorNet Financial - Shoreview, MNFinancial Advisorsince Feb 2013Edward Jones Investments - Richfield, MNFinancial AdvisorNov 2010 - Dec 2012
Full Profile

Chelsey Pierce Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Health Professional • Health Practitioner

Experience & Education

Position:
Senior Financial Consultant at United Health Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
United Health Group Senior Financial Consultantsince Jun 1998
Full Profile

Melanie Lamere Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Analysts • Health Professional • Health Practitioner

Experience & Education

Position:
Sr Financial Consultant at Aetna, Financial Analyst at OptumHealth (UnitedHealth Group)
Title:
Financial Analyst at UnitedHealth Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Insurance
Work history:
Aetna Sr Financial Consultantsince 2008OptumHealth (UnitedHealth Group) Financial Analystsince Sep 2006
Full Profile

Rob Merrill Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller

Experience & Education

Position:
XBRL Financial Consultant at Merrill Corporation
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Merrill Corporation XBRL Financial Consultantsince Feb 2010Veolia Environmental Services Area ControllerOct 2005 - Mar 2009
Full Profile

David Wallace Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • Office Assistant • Office Clerk • Clerical Specialist • Food and Beverages Professional • Food and Beverage Attendant

Experience & Education

Position:
Financial Advisor at Principal Financial Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Principal Financial Group Financial Advisorsince Jul 2010Wallace Insurance Services, Inc. Insurance Broker/Office AssistantMay 2008 - Jun 2010
Skills:
Whole Life, Universal Life, Disability Insurance, Retirement Planning, Term Life Insurance,...
Full Profile

Marv Dee Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Treasurer • Vice President of Finance • Senior Director • Financial Officer • Financial Manager • Chief Executive • Senior Manager • Operations Manager • Auditor

Experience & Education

Title:
Financial Consultant at Executive Solutions
Location:
Greater Minneapolis-St. Paul Area
Industry:
Executive Office
Full Profile

Timmy Crain Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Controller • Operations Manager

Experience & Education

Title:
Financial Consultant / Controller
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Full Profile

Kari Ann Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Organization Management • Operations Manager

Experience & Education

Position:
Homemaker at Weber Household Inc
Location:
Greater Minneapolis-St. Paul Area
Industry:
Individual & Family Services
Work history:
Weber Household Inc HomemakerStifel Financial Corp. Financial AdvisorDec 2003 - May 2007
Full Profile

Dan Nelson Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Machine Specialist • Advisor • Managers • Master of Business Administration • Psychologist • Family Practitioner • General Practitioner • Wellness and Fitness • Psychology Specialist • Physician

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Event Support at Fox Sports, Event...
Title:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Minneapolis, MNFinancial Advisorsince Oct 2011Fox Sports Event Supportsince Sep 2010
Certifications:
Series 7, Financial Industry Regulatory Authority-(FINRA) - November 2011
Series 63, Financial Industry Regulatory Authority-(FINRA) - November 2011
Full Profile

Dave Dettmann Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Security • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Mendota Heights, MNFinancial Advisorsince Jun 2011Capital Photography OwnerJan 2008 - Jul 2012
Skills:
Photography, Event Planning, Social Media, Microsoft Office, Customer Service, Non-profits,...
Languages:
Chinese
Full Profile

Aaron Lindman Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Meteorologist

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Edward Jones Financial Advisor
Location:
Minneapolis, Minnesota
Industry:
Financial Services
Work history:
Edward Jones - Plymouth, MNFinancial Advisorsince Jul 2011KSFY Television MeteorologistMay 1998 - Aug 2007
Skills:
Broadcast, Television, Problem Solving, Newspaper, Radio
Full Profile

David Lindblad Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Wells Fargo Investments
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
Wells Fargo Investments Financial Consultant
Full Profile

Peter Thoresen Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Financial Director • Financial Officer • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Focus Financial
Title:
Financial Advisor at Focus Financial Network
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Focus Financial Financial Advisorsince 2003C-Cor Network / Philips Broadband Network Vice-President SalesAug 2000 - Apr 2003
Skills:
Small Business, Education Funding, Plannning, Strategic Financial Planning, Wealth Management,...
Full Profile

Dave Lindblad Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Consultant at Wells Fargo Investments
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Full Profile

Bethany Mathot Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Manager • Operations Manager • Agent • Sales Agent • Sales Representative • Auditor • Board Member • Financial Officer • Financial Manager • Management Team Executive • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Auditor • Financial Compliance Examiner • Model • Bachelor of Science • Advertising Professional • Advertising Sales Agent • Recruitment • Advisor

Experience & Education

Position:
XBRL Financial Consultant at Merrill Corporation
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Merrill Corporation - St. Paul, MinnesotaXBRL Financial Consultantsince Mar 2010The Hartford - Woodbury, MinnesotaFinancial Reporting ManagerOct 2004 - Sep 2009
Skills:
Financial Reporting, Finance, Sarbanes-Oxley Act, XBRL, Human Resources, Management, Training
Certifications:
Certified Public Accountant (inactive), Minnesota State Board of Accountancy
Full Profile

Jeff Kienholz Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Consultant at Interstate Telcom Consulting, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Telecommunications
Work history:
Interstate Telcom Consulting, Inc. Financial Consultant
Full Profile

Wayne Walgenbach Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Bachelor of Science • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Sep 2007Osborn & Hicks, Certified Public Accountants Tax AccountantJan 2005 - Sep 2007
Full Profile

Ryan Paul Minneapolis, MN

Professions & Specialties

Financial Consultant • Banker • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Apprentice • Managers • Bachelor of Arts • Student Worker

Experience & Education

Work

Company:
Wells fargo advisors
Financial advisor
Company:
Us bank - Minneapolis, MN
Personal banker
Full Profile

Dan Rivkin Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive

Experience & Education

Position:
President at Lifespan Insurance Advisors, Inc.
Location:
Minneapolis, Minnesota
Industry:
Insurance
Work history:
Lifespan Insurance Advisors, Inc. Presidentsince Oct 2012Financial Concepts, Inc. Financial AdvisorSep 2008 - Oct 2012
Skills:
Insurance, Long Term Care, Securities, Employee Benefits, Disability Insurance, Health Insurance,...
Full Profile

Chris Hickman Minneapolis, MN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Business Senior Manager • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor, CFP, CRPC at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor, CFP, CRPCsince 2007Integra Telecom Senior Business Manager2001 - 2006
Full Profile

Dale Lauwagie Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Managers • Manager • Vice President • Operations Manager • Chief Executive • Controller • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor • Financial Officer • Financial Manager • Human Resources Specialist • Recruitment • Bachelor of Science • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Accounting & Financial Reporting Manager at Upsher-Smith Laboratories, Inc.
Title:
Financial Reporting & Accounting Leader
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Upsher-Smith Laboratories, Inc. - Maple Grove, MNAccounting & Financial Reporting Managersince Jun 2013Four Point Partners, LLC - Greater Minneapolis-St. Paul AreaSenior Financial ConsultantMay 2012 - May 2013
Skills:
CPA - Active in Minnesota, MBA, Financial Reporting, Budget, Strategic Planning, Team Building,...
Full Profile

Jeffrey Gillis Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor | Vice President | Sr Portfolio Mgr at Morgan Stanley
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Morgan Stanley - Wayzata, MinnesotaFinancial Advisor | Vice President | Sr Portfolio Mgrsince Sep 2008UBS - Wayzata, MNFinancial Advisor / Vice PresidentApr 2000 - Sep 2008
Full Profile

Janet Benway Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Construction • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Manager • Vice President • Operations Manager • Chief Executive • Builder • Construction Specialist • Construction Laborer

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
Financial Advisor at Benway, Gasner, and Assoc, a financial planning practice of Ameriprise Financial Services, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Oct 1988Meritor Mortgage Manager Builder Developer Division1986 - 1988
Full Profile

Mark Booth Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Minneapolis Financial Group
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Minneapolis Financial Group - Greater Minneapolis-St. Paul AreaFinancial Advisorsince Aug 2013Northwestern Mutual Financial Network Financial Representitive2007 - Aug 2013
Full Profile

David Incorvaja Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Personnel Coordinator • Personnel Specialist • Recruitment • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Bar Back • Restaurant Server • Food and Beverages Professional • Food and Beverage Attendant • Food Server • Team Member • Bachelor of Science • Student Worker

Experience & Education

Position:
Staffing Manager at Robert Half International
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Robert Half International Staffing Managersince Oct 2012Edward Jones & Co Financial AdvisorJul 2010 - Jun 2012
Skills:
Retirement Planning, Mutual Funds, Strategic Financial Planning, Long-term Care, Series 7,...
Full Profile

Kent Lee Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Financial Officer • Financial Manager • Advertising Professional • Advertising Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
XBRL Financial Consultant at Merrill Corporation
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
Merrill Corporation - St. Paul, MNXBRL Financial Consultantsince Aug 2011Independent Life Settlement Advisory Group CFO2008 - Mar 2011
Full Profile

Brandon Rude Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Advertising Professional • Advertising Sales Agent • Chief Executive • Operations Manager • Project Managers

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Minneapolis, MNFinancial Advisorsince Nov 2011Peterson, Fram & Bergman - P.A. Foreclosure SpecialistAug 2009 - Aug 2011
Full Profile

Tony Schuster Minneapolis, MN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor, CFP® at Joern, Samaha and Associates of Ameriprise Financial Services, Inc
Title:
Financial Advisor, CFP® at Joern, Samaha & Associates
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Joern, Samaha and Associates of Ameriprise Financial Services, Inc - Greater Minneapolis-St. Paul AreaFinancial Advisor, CFP®since Jan 2009Thrivent Financial Financial AssociateJan 2003 - Jan 2009
Full Profile

Eric Stone Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Business Consultant • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Science

Experience & Education

Position:
Small Business Consultant at Capital Blueprint, LLC
Title:
Financial Consultant, QuickBooks Consultant
Location:
Greater Minneapolis-St. Paul Area
Industry:
Accounting
Work history:
Capital Blueprint, LLC - St. Paul, MNSmall Business Consultantsince 2011Birchwood Trading, Inc. - Woodbury, MNAccounting & Finance2006 - 2012
Certifications:
Advanced Certified QuickBooks ProAdvisor, Intuit
Full Profile

Jason Skistad Minneapolis, MN

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President, Financial Consultant, CFP at Charles Schwab
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Charles Schwab Vice President, Financial Consultant, CFPsince Jul 2005A.G. Edwards Financial ConsultantDec 2003 - Jun 2005
Skills:
Stocks, Bonds, Mutual Funds, ETFs
Full Profile

Nik Wogstad Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Jurist • Legal Counsel • Laboratory Scientist

Experience & Education

Position:
Senior Partner at Everest Financial Group, LLC
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Everest Financial Group, LLC Senior Partnersince Nov 2005Focus Financial Network Financial AdvisorMay 1994 - Oct 2005
Full Profile

Toby Labelle Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Capital Markets Professional • Senior Vice President • Vice President • Chief Executive • Corporate Executive • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Vice President at Northland Securities
Location:
Greater Minneapolis-St. Paul Area
Industry:
Investment Management
Work history:
Northland Securities Senior Vice Presidentsince Oct 2009Morgan Stanley Financial AdvisorSep 2006 - Oct 2009
Full Profile

Jackie Frello Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Hospital Care Professional • Health Professional • Health Practitioner

Experience & Education

Position:
Financial Consultant at Benedictine Health System, Financial AR Consultant at Benedictine Health...
Title:
Financial AR Consultant at Benedictine Health System
Location:
Greater Minneapolis-St. Paul Area
Industry:
Hospital & Health Care
Work history:
Benedictine Health System Financial Consultantsince Jan 1990Benedictine Health System Financial AR Consultantsince Jan 1990
Full Profile

Robert Hinsch Minneapolis, MN

Professions & Specialties

Financial Services Professional • Financial Consultant • Financial Services Sales Agent • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Litigation Support Specialist • Chief Executive • Operations Manager • Insurance Professional • Underwriter • Property Manager • Real Estate Manager

Experience & Education

Title:
Financial Services Representative/Financial Advisor at Metropolitan Life Insurance Company
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
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Jason Rognrud Minneapolis, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Title:
Financial Advisor, Northwestern Mutual Financial Network
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisorsince May 2002
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