Work:
Union Bank & Trust
since Feb 2006
Assistant Vice President - Employee Benefit Manager
Wells Fargo Retirement Services
Dec 2005 - Feb 2006
Signature Service Senior Plan Controller
Wells Fargo Retirement Services
- Roseville, MN Jul 2002 - Dec 2005
Senior Plan Controller
Education:
Minnesota State University, Mankato
B.S., Business Administration-Finance, Accounting
Skills:
Relationship Management, Financial Analysis, Investments, Retirement Planning, Leadership, 401K, Pensions, Employee Benefits, Banking, Mutual Funds, Portfolio Management, Financial Services, Risk Management, Insurance, Strategic Planning, Credit, Retail Banking, Process Improvement, Analysis, Financial Risk, Business Analysis, Wealth Management, Finance, Coaching, Training, Loans, Customer Service, Account Management, Management, Team Building, Business Process Improvement
Certifications:
Certified Employee Benefit Specialist
Iscebs Fellow
International Foundation of Employee Benefit Plans
Iscebs