Top Client Associates in Greater Minneapolis-St. Paul Area
Lindsey Bomgren
Founder and Owner
Greater Minneapolis-St. Paul Area
Founder and Owner
MN Safe Patient Handling Consultant
Account Manager
Marketing & Sales Coordinator
New Client Associate
Marketing Intern
Volleyball Coach 17-1
Local Sales Manager
Communication Specialist
Lifetime Acadamy
University of Wisconsin-Eau Claire
Recommendations: 13
Marketing
Sales
Workshop Facilitation
Advertising
Public Relations
Customer Service
PowerPoint
Business Communications
s****[email protected]
John Penshorn
Investment Consultant
Greater Minneapolis-St. Paul Area
Investment Consultant
Financial Advisor
Investment Specialist
Investment Specialist
Financial Services Rep
Senior Client Associate
Placement Agent / Stock Trader
Trading Manager
Stock Trader
Stock Broker
Winona State University
Johnson High School
Recommendations: 1
Program Management
Investments
Mutual Funds
Financial Services
Customer Service
Sales
Team Building
Strategic Planning
j****[email protected]
Brendan Murphy
Portfolio Manager
Greater Minneapolis-St. Paul Area
Portfolio Manager
Client Associate
Store Associate
Legal Intern
Global Village - Business Intern
Business Development/Government Affairs Intern
Executive Store Intern
Human Resources Intern
Ave Maria School of Law
University of Mary
Recommendations: 1
Leadership
Market Research
Strategic Planning
Project Management
Team Leadership
Analysis
Public Speaking
Marketing
b****[email protected]
Dominique Villaume
Tax Associate
Greater Minneapolis-St. Paul Area
Tax Associate
Managed Accounts Expert
Sr. Brokerage/Managed Customer Service Professional II- Licensed
Trader/Operations
Financial Advisor
Registered Client Associate
Business Analyst/Intercompany Transfers, Recruiting, Firm and Advisor Licensing
University of Minnesota-Twin Cities
Recommendations: 1
Mutual Funds
Series 7
Retirement
Finance
Portfolio Management
Investment Advisory
Investments
Trading
d****[email protected]
Marla Fudro
Regional Sales Director
Greater Minneapolis-St. Paul Area
Regional Sales Director
Regional Sales Manager
Private Client Associate
Registered Broker Associate
Financial Services Associate
Insurance Account Specialist
Metropolitan State University
Recommendations: 0
m****[email protected]
m****[email protected]
Heather Schmidt
Marketing Client Associate
Greater Minneapolis-St. Paul Area
Marketing Client Associate
Consumer Loan Underwriter
Processor
Processor
Traffic Assistant FM-AM/Traffic Manager AM
Dodd Financial
Recommendations: 0
Loans
Mortgage Banking
Consumer Lending
VA loans
Refinance
FHA financing
Residential Mortgages
Marketing
h****[email protected]
Kayla Gardner
Financial Advisor (TFA)
Greater Minneapolis-St. Paul Area
Financial Advisor (TFA)
Seasonal Client Associate
Congressional Intern
Finance and Distribution Intern
Finance Intern
University of Saint Thomas
University of London
Recommendations: 0
Time Management
Leadership
Finance
Analysis
Microsoft Excel
Microsoft Office
Microsoft Word
Access
k****[email protected]
Turquoise Phillips
Volunteer Coordinator/ Trainer
Greater Minneapolis-St. Paul Area
Volunteer Coordinator/ Trainer
Trust Specialist
Private Client Associate
Metropolitan State University
Hamline University
Recommendations: 0
Microsoft Excel
Customer Service
Microsoft Office
PowerPoint
Data Analysis
Public Speaking
Event Planning
Microsoft Word
t****[email protected]
Stacey Vonderhaar
Paraplanner
Greater Minneapolis-St. Paul Area
Paraplanner
Director of Investment Operations
Registered Client Associate
Content Writer
Financial Advisor
Mutual Fund Senior Service Specialist
Student Development Representative
Customer Sales Leader
University of Minnesota-Twin Cities
Recommendations: 0
Series 7
Series 6
Series 63
Licensed Life & Health Insurance Agent
Retirement Planning
Insurance
Strategic Financial Planning
Marketing
s****[email protected]
Katie Goff
Client Associate
Greater Minneapolis-St. Paul Area
Client Associate
Intern
Intern
University of Minnesota-Duluth
University of Waikato
Edina High School
Recommendations: 0
k****[email protected]
Peter Gunderson
Client Associate
Greater Minneapolis-St. Paul Area
Client Associate
Sales Representative
Compliance Specialist
Banking Sales Representative
Securities Operations Specialist
University of Minnesota-Twin Cities
Recommendations: 0
Loans
Retail Banking
Financial Analysis
Securities
Investments
Finance
Mortgage Banking
Financial Services
g****[email protected]
Jessica Olinger
Private Wealth Associate
Greater Minneapolis-St. Paul Area
Private Wealth Associate
Client Associate
Intern
Sports Medical Assistant
University of St. Thomas
Birkbeck, U. of London
Recommendations: 0
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
Windows
Research
Outlook
Teaching
o****[email protected]
