| No |
Role |
Company |
Company Address |
Dates Employed |
Employment Duration |
| 1 |
Vice President, Commercial Lending Officer |
CorTrust Bank |
Greater Minneapolis-St. Paul Area |
Jun 2020–Present |
1 yr |
| 2 |
Senior Vice President, Commercial Relationship Office |
Platinum Bank |
Minneapolis and St. Paul, Oakdale, Plymouth, MN |
May 2019–Jun 2020 |
1 yr 2 mos |
| 3 |
Wealth Advisor |
Tradition Wealth Management, LLC |
7601 France Avenue South #100 Edina, MN 55435 |
Jan 2017–Apr 2019 |
2 yrs 4 mos |
| 4 |
Financial Advisor |
Capstone Advisory Group, LLC |
|
Dec 2015–Dec 2016 |
1 yr 1 mo |
| 5 |
Ryder Cup Planning Committee / Co-Chair Volunteer Team |
PGA of America |
Greater Minneapolis-St. Paul Area |
Apr 2014–Oct 2016 |
2 yrs 7 mos |
| 6 |
Financial Advisor |
Principal Financial Group |
Greater Minneapolis-St. Paul Area |
Oct 2011–Dec 2015 |
4 yrs 3 mos |
| 7 |
Group Partner |
Thrivent Financial |
|
Mar 2007–Jul 2011 |
4 yrs 5 mos |
| 8 |
Regional Business Consultant |
Curian Capital |
Minneapolis, Minnesota |
Dec 2005–Jan 2007 |
1 yr 2 mos |
| 9 |
Associate V.P. |
Equis Corporation |
|
Aug 2004–Dec 2006 |
2 yrs 5 mos |
| 10 |
Partner |
Meridian Golf Corporation |
Golden Valley |
Apr 1998–Sep 2005 |
7 yrs 6 mos |
| 11 |
Partner/SVP |
American Express AMG/Northwinds Group |
U.S. Domestic Market |
Mar 1994–Aug 2004 |
10 yrs 6 mos |
| 12 |
President & CEO |
MegaStar Financial Corp |
|
1999–Present |
22 yrs |
| 13 |
President & CEO |
Take 3 Technologies |
|
1999–Present |
22 yrs |
| 14 |
President & CEO |
MegaStar Holdings |
|
1999–Present |
22 yrs |
| 15 |
President & CEO |
The Rule Tool |
|
1999–Present |
22 yrs |
| 16 |
Board Member |
Colorado Mortgage Lenders Association (CMLA) |
|
2009–Present |
12 yrs |
| 17 |
Member Board Of Directors |
Colorado Housing and Finance Authority |
|
2009–2009 |
less than a year |