Experience

Simplicity Group

• United States
• Financial Services
• 100 - 200 Employee

• Senior Vice President, Simplicity Wealth

  • Apr 2023 - Present



Kinetic Investment Management

• United States
• Investment Management
• 1 - 100 Employee

• Vice President of Sales

  • Jan 2021 - Mar 2023



Allianz Life

• Insurance
• 700 & Above Employee

• Senior External Wholesaler

  • Nov 2019 - Jan 2021

• External Wholesaler

  • Nov 2018 - Oct 2019

• Senior Internal Sales Consultant

  • Feb 2016 - Oct 2018

• Internal Sales Consultant

  • Jun 2014 - Feb 2016



Allianz Life

• Insurance
• 700 & Above Employee

• Sales & Distribution Intern

  • May 2013 - Aug 2013

  Fixed Annuity Products •Gained detailed knowledge of investment products marketed by Allianz wholesalers and distribution sales team •Implemented new department wide Scorecard System to determine fixed annuity wholesaler value •Assisted with financial data organization, exhibit creation, and spreadsheet preparation •Created presentation regarding financial strength of Allianz for firm senior leadership •Gave final presentation explaining the Scorecard System to sales and distribution department •Delivered results on numerous projects within specific time frames through strong presentation skills, financial analysis and ability to innovate. Show less



College of Saint Benedict and Saint John’s University

• United States
• Higher Education
• 400 - 500 Employee

• Vice President, Marketing Club

  • Aug 2012 - 2013

  Currently the Vice President of the College of St. Benedict/St. John’s University Marketing Club. Chosen to service in absence of the President of the club, oversee professional development projects, fundraising events, and community service activities, and decide which candidates of the club are to be selected to take part in the national American Marketing Association Conference in New Orleans. Responsibilities of the Vice President include overseeing club projects, scheduling and leading marketing club events, and keeping track of rewards and benefits for students who deserve credit due to hard work in the club Show less



Allianz Life

• Insurance
• 700 & Above Employee

• Distribution Intern

  • May 2012 - Aug 2012

  Variable Annuity Products •Assisted with various marketing programs, tracking regional sales performance data and related analysis •Worked with senior leadership team members on product implementation, developing department awareness, research on wholesaler licensing data, and creation and implementation of wholesaler resources •Created data for annuity wholesalers driving expansion into new markets •Worked with senior leadership to help implement a new fee-based variable annuity •Awarded opportunity to present final project which enhanced collaboration among distribution Show less



The Minikahda Club

• Greater Minneapolis-St. Paul Area

• Golf Shop Assistant

  • May 2008 - Aug 2012

  Worked in multiple positions including bag boy, course ranger, starter, practice range supervisor, bartending and snack bar coordinator. Required focus on member satisfaction at all times and respect to needs of club members. Worked in multiple positions including bag boy, course ranger, starter, practice range supervisor, bartending and snack bar coordinator. Required focus on member satisfaction at all times and respect to needs of club members.



Minikahda Vista Lawn Service

• St. Louis Park, Minnesota

• Lawn and Yard Care

  • May 2006 - Aug 2012

  Mowed numerous neighborhood lawns during spring and summer months. Marketed to clients by delivering flyers, following up with phone calls and visits. Developed enough business to require assistance from friends. Mowed numerous neighborhood lawns during spring and summer months. Marketed to clients by delivering flyers, following up with phone calls and visits. Developed enough business to require assistance from friends.



Saint John's University Senate

• Saint John's University

• Public Relations Representative

  • Aug 2011 - May 2012

  Student Representative selected as a student body representative for the Saint John’s Senate. Chair of the Public Relations Committee and member of the Capital Improvements Committee. Among other things the Public Relations Committee allocates resources to various University projects and student organizations and initiatives, including technology upgrades, a campus wide electronic voting program, and merchandising St. John’s apparel. The Capital Improvements Committee reviews and approves University improvements such as housing upgrades and dining hall renovations. Show less



College of Saint Benedict and Saint John’s University

• United States
• Higher Education
• 400 - 500 Employee

• Treasurer, Marketing Club Executive Officer

  • Jan 2011 - May 2012

  Treasurer of College of St. Benedict’s/St. John’s University Marketing Club. Only freshman officer of this organization, which is an organization of the business school that focuses on marketing activities for the university and private businesses and other organizations. Team Leader of Marketing Club’s major 2011 project for the Toro Company. Responsibilities of the Treasurer include budget preparation and invoice approval. Marketing Club Representative at national conference in New Orleans for two years. Show less



Saint John's University Board of Regents

• Saint John's University

• Resource Development Committee Member

  • Aug 2010 - May 2011

  Student Representative: Selected as one of two freshmen representatives to the Board of Regents. Member of Resource Development Committee (University fundraising). Attend quarterly Board of Regents meetings and Resource Development Committee meetings. Review University policies, procedures, major new initiatives, and fundraising strategies. The Board is comprised of business and community leaders throughout the U.S. Student Representative: Selected as one of two freshmen representatives to the Board of Regents. Member of Resource Development Committee (University fundraising). Attend quarterly Board of Regents meetings and Resource Development Committee meetings. Review University policies, procedures, major new initiatives, and fundraising strategies. The Board is comprised of business and community leaders throughout the U.S.



Hat Trick Sports

• United States
• Spectator Sports
• 1 - 100 Employee

• Hockey Coach

  • May 2010 - Aug 2010

  Selected by Hat Trick Sports Hockey Schools to lead summer youth hockey programs and clinics for St. Louis Park Youth Hockey Association and St. Louis Park Varsity program. Led on-ice drills, skill development, scrimmages and off-ice training. Selected by Hat Trick Sports Hockey Schools to lead summer youth hockey programs and clinics for St. Louis Park Youth Hockey Association and St. Louis Park Varsity program. Led on-ice drills, skill development, scrimmages and off-ice training.