Bio
Credentials
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Fellow, Life Management Institute
-Dec, 2001- Apr, 2026 -
Series 26
National Association of Securities Dealers, Inc.Jun, 2002- Apr, 2026 -
Series 6
National Association of Securities Dealers, Inc.Jun, 2002- Apr, 2026
Experience
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Wealth Enhancement Group
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Plymouth, Minnesota, United States
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Accounting Specialist
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Sep 2021 - Present
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Plymouth, Minnesota, United States
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Marsh & McLennan Companies
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Golden Valley, Minnesota, United States
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Account Specialist
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Aug 2018 - Sep 2021
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Golden Valley, Minnesota, United States
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Schwans Consumer Brands
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Bloomington, MN
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Trade Spend Coordinator
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Jan 2016 - Aug 2017
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Bloomington, MN
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Wells Fargo
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Minneapolis, Minnesota
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Managed Resource-Securities Operations Service Specialist
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Aug 2015 - Dec 2015
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Minneapolis, Minnesota
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Prime Therapeutics
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Eagan, Minnesota
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Benefit Plan Specialist
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May 2015 - Jul 2015
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Eagan, Minnesota
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HealthPartners
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Bloomington, Minnesota
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Membership Accounting Specialist
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Sep 2014 - Mar 2015
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Bloomington, Minnesota
This temporary assignment was completed.Analyzed billing to make appropriate accounting adjustments for individuals.Strong ability to work independently by prioritizing deadlines.Quality control on individual and group applications.Took the initiative of learning and completing work in other departments.
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CheckView Corporation
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Chanhassen, Minnesota
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Installation Scheduler/Internal Sales Specialist
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Sep 2013 - May 2014
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Chanhassen, Minnesota
Personalized loss prevention to improve retail stores financial performance.Utilized analytical skills to troubleshoot budgets, sales quotes, and purchase orders.Excellent interpersonal skills with multi-level leadership and customers.Project Management for 1400+ Best Buy stores for same day security protection.Company laid off 33% of their employees.
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Augsburg College
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Minneapolis, MN
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MBA Student
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Jan 2012 - Feb 2014
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Minneapolis, MN
I worked on a Consulting Project with 3 other MBA students by helping a non-profit organization start a 501c3 and implemented financial solutions to become profitable.
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UnitedHealthCare
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Edina, MN
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Senior Commissions Analyst
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Sep 2006 - Dec 2011
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Edina, MN
Administration of changes with 99% accuracy and reconciled commissions.Mentored 6 new employees and developed staff performance with peer reviews.Analyzed reports and implemented the commission calculation payouts. Coordinated the Million Dollar Round Table to determine broker eligibility.Supportive interpersonal skills with internal and external staff.
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Wachovia Securities Financial Network
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Plymouth, MN
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Commissions Specialist
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Jun 2005 - Sep 2006
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Plymouth, MN
This position relocated to Charlotte, NC.Managed $2 to $4 million a month commission revenue.Articulated clear objectives for 8 accounting analysts to drive business results.Supervised temporary employee.Documented training information on 30 life insurance carriers.Established relationships with Financial Advisors
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Hartford Life
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Maple Grove, MN
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Affluent Commissions Representative
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Nov 2003 - Jun 2005
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Maple Grove, MN
Maintained 99% quality and productivity results of department work.Calculated monthly wire transfers up to $600K and answered agent questions.
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Thrivent Financial for Lutherans
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Minneapolis, MN
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Product Services Representative
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Jan 1997 - Nov 2003
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Minneapolis, MN
This position relocated to Appleton, WI.Achieved rapport as Liaison Committee member with the call center.Trained co-workers on Universal Life/Variable Universal Life products.Detail oriented with complex and complaint correspondence.Received numerous awards for effective customer communication.
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Starwood Hotels & Resorts Worldwide, Inc.
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Bloomington, MN
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PBX Operator & Reservations Agent
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Aug 1995 - Jan 1997
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Bloomington, MN
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Education
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2012 - 2014Augsburg College
Master of Business Administration (MBA), 3.5 -
1991 - 1995Concordia College
Bachelor of Arts (BA), Communications -
1987 - 1991Hillsboro High School
Hillsboro, ND, General
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References
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