Waddell & Reed
Financial Advisor
Allstate Jan 2012 - Jun 2014
Allstate Insurance Agent - Summit Insurance Group
Merrill Lynch Oct 2005 - Dec 2011
Financial Advisor
Comtrol Corporation 1991 - 2005
Controller and Vice President - Finance and Administration
Education:
University of Minnesota Duluth 1983
Bachelors, Accounting
Skills:
Financial Advisory Variance Analysis Physical Inventory Insurance Cost Accounting Sales Commissions Sales Cost Adjustments Finance Cross Functional Team Leadership Legal Regulatory Compliance Department Budgeting Tax Preparation Regulatory Agencies Management Revenue Maple General Ledger Statistics Financial Experience Crm Commissioned Art Auditing Series 63 Powerpoint Monitors Attorneys Pga Accounting Human Resources Incentive Programs Profit Possibility Compliances Reports Fas Crystal Life Insurance Inventory Sold Ups Systems Strategies Microsoft Excel Risk Management Approval Process Policy Great Plains Software Monthly Close Profit Sharing Bonuses Reporting Capital Controller Payroll Analysis Strategic Vision Tactics Travel Management Inactive R Cpa Gas Yahoo Journal Entries Business Development Communication Lease Negotiations Business Analysis Negotiation Ferc Vast Regulatory Reporting Sales Management Credit Social Influence Month End Close Facilities Management Abuse Utility Pricing Midwest Financial Controlling Financial Planners Art Sales Compensation Executive Management Roa Administrative Work Account Management Gross Profit Target Costing Graphics Selections Materials Software Financial Services Wealth Management Outlook Macola Microsoft Word Rate Financial Integration Special Projects Interest Rates Financial Analysis Property and Casualty Insurance Budgets Financial Reporting Due Diligence Banking Relationships Mergers and Acquisitions Series 65 Evaluation Series 7 Financial Results
Timothy Evanson (2001-2005), Jim Johnson (1985-1989), Terry Scherza (1982-1986), Stephanie Weyand (1982-1986), Brad Moulton (1987-1991), Sam Denbroder (1971-1975)