Primevest Financial Services

85 E, Center Lovell, ME 04016

Company Profile

Categories:Financial Planning Consultants & Services

Who has worked at Primevest Financial Services

	Position at Primevest Financial Services	Previous job position
Ac Moncrief	Registered Financial Advisor
Anne Dunne	Regional Director	Bancnorth Investment GroupPresident 1996 - 2008
Anne Nienaber	Advisory Operations Consultant
Arthur Lange	Senior Business AnalystSince Apr 2008	Analysts InternationalBusiness Analyst 1996 - 2008
B. Nelson	Executive Assistant
Bill Bercaw	Wealth Transfer Specialist
Bill Young	Senior Financial ConsultantSince Dec 2001
Brenda Brugger	Investment Executive
Brett Adams	Investment Representative
Carol Bell	Compliance ManagerSince Mar 2011	PrimeVest Financial Services, Inc.Sr. Compliance Analyst Mar 2005 - Mar 2011
Carol Hanson	Team Lead Resource Center
Chris Chichilitti	InvesmentConsultant
Corey Hacker	Investment Advisory & Financial Planning Mgr.
Dale Miller	Experienced manager / supervisorSince 2006	JOHNSON, CARRIAR, KRUCHTEN, ANDERSON & ASSOCIATESAssociate Financial Advisor 2004 - 2006
Dan Ochsner	Investment Executive
Darrin Bradley	FINANCIAL ADVISOR
David Drake	Investment Executive
David White	Investment Executive
Deanna Stoeckel	Retirement Plans Sales Specialist
Denise Woody	Investment Executive
Doug Obradovich	Vice President, Relationship ManagerSince Jan 2002	PNC InvestmentsSr. Vice President, Regional Manager Jan 1994 - Jan 2002
Dustin Marker	Reorganiztion Analyst
Gary Harmelink	Program Manager
Gene Heffron	Advisor
Harold Gates	Investment Executive
Jason Sutfin	Investment RepresentativeSince Apr 1999	Union Planters BankInvestment Rep Apr 1998 - Apr 1999
Jean Dillon	Director of Clearing
Jim Lane	Investment ExecutiveSince Nov 2010	Chase Investment Services CorpFinancial Advisor Oct 2007 - Nov 2010
Jim Lynch	Sales Administration Mgr.
Joanie Carlin	Customer Service Representative
John Glita	Financial AdvisorSince Sep 2010	David Lerner Associates, IncInsurance Specialist Feb 2010 - Aug 2010
John Massa	Financial AdvisorSince Sep 2010	Capital One FinancialFinancial Advisor Jul 2008 - May 2010
Jolene Douvier	Supervisor
Judy Graham	Team Lead-Resource Center
Julie Preusser	Registration & Licensing Manager
Julie Simmons	Investment Executive/Branch Manager
Kari Cedergren	IRA Specialist	Wells FargoClient Service Consultant Oct 2000 - Aug 2004
Kati Walters	Mutual Fund Operations Supervisor
Kayann Miller	Investment Executive
Kent Martinson	Investment Adviser Representative	US Bank/ Firstar BankInvestment Representative 1996 - 2006
Kermit Iverson	Investment Executive
L. Jean Dillon	AVP/Diresctor of Clearing
Leann Rummel	EVP, National Sales ManagerSince Feb 1992
Mac Mccullough	Senior ManagerSince Aug 2001	Prudential FinancialGeneral Manager 1967 - 1997
Mark Boyer	Financial AdvisorSince 2006
Mark Senofonte	Investment Executive
Mark Sufka	Online Support Technician
Scott Gola	Senior Financial Consultant
Sherry Cornwell, Sphr	Recruiting ManagerSince Dec 2007	Medica Health PlansSupervisor, Talent Acquisition; Sr. Talent Acquisition Specialist; Strategic Business Partner 1999 - 2007
T. Barber	Project Analyst

Former Employees

	Position at Primevest Financial Services	Next job position
Andy Lahr	Senior Commission CoordinatorMar 2002 - Dec 2005
Andy Moll	Accounting SupervisorOct 2002 - Nov 2003	Mosford, Barthel & Co., PLC.Partner Since Dec 2003
Angela Barsness	Equity TraderApr 1999 - Apr 2005	Ameriprise FinancialSenior Manager Since Apr 2010
Ann Frie	Stock Transfer Clerk1987 - 2003	US BankTeller Since 2011
Arron Dieter	Associate Vice President, Financial AdvisorMay 2003 - Dec 2009	Umpqua Investments, Inc.Vice President, Financial Advisor Since Dec 2009
Ballard Terry	Administrative AssistantDec 1997 - May 2002	CUNA Mutual GroupExecutive Assistant Since Jan 2009
Becca Gill	Resource Center RepresenativeMay 2004 - Jun 2012	State Bank & TrustSr Admin Assistant Since Jul 2012
Ben Egger	Financial AnalystNov 2003 - Nov 2004	Kmart CorporationAssist Store Manager Since Nov 2012
Benard Egger	Financial Analyst2003 - 2004	Kmart CorporationAssistant Store Manager Since Nov 2012
Bonnie Fletcher	Team Lead Customer ServiceJan 2001 - Apr 2004	INGCompensation Team Lead Since Apr 2001
Brad Byers	Regional Sales Manager1995 - 1999	CUNA Brokage Services, IncFinancial Advisor Since 2003
Brent Pokornowski	IT DepartmentJan 2008 - Oct 2008 IT DepartmentJan 2000 - Jan 2003	Minnesota PowerIT Department Since Mar 2010
Bryan Mccain	Investment ExecutiveMay 2004 - Nov 2005	INGRegional Vice President Since Feb 2007
C. Demars	IRA Technical Support AnalystSince Jan 2002	INGira specialist Since Dec 2003
Carl Abbott	Sr. Application DeveloperJan 2003 - Nov 2005	Ability NetworkSr. Software Engineer Since Oct 2009
Colleen Hendrickson	Manager of Insurance OperationsMay 2000 - Jun 2005	Keller William Classic Realty NWRealtor Since May 2010
Cortney Holum	Sales and Marketing Intern2007 - 2007	Cummins Power GenerationSales Support Representative Since Sep 2010
David Rixe	Business AnalystJan 1996 - Apr 2006 Business Analyst1996 - 2006	Coborn's Inc.LP Since 1999
Deborah Gunderson	Business Development SupervisorMar 2003 - Mar 2007 Training ConsultantMar 2000 - Mar 2003 ParalegalMar 1997 - Mar 2000	Cetera Financial GroupBlack Belt Since Mar 2007
Don Christenson	Investment ExecutiveMay 1997 - Nov 2012	Great River Financial & Investment ServicesFinancial Advisor Since Nov 2012
Doug Bruggeman	Inside Sales Support ManagerJun 1993 - Aug 2012	Cetera Financial GroupSales Solution Manager Since Sep 2012
Drew Henrickson	Financial AdvisorSince Jan 2009	Columbia BankVP, Senior Financial Consultant Since Jan 2009
Duane O'neal	Investment RepresentativeJun 2000 - Sep 2002	Lagniappe AdvisorsCreator Since Jan 2008
Dustin Seagren	Helpdesk Technician2000 - 2002	Upsher-Smith LaboratoriesNetwork Support Analyst II Since Jul 2011
Elizabeth Nelson	Senior Executive Assistant1994 - 2000 Administrative Assistant to the Vice President of Business Development1994 - 1999
Greg Olson	Assistant General CounselAug 1995 - Dec 1996	Cetera Financial GroupDeputy General Counsel Since Jun 2012
Greg Reed	Investment Executive Investment AdvisorSince 1997	Landmark InvestmentsInvestment Advisor
Holly Magnan	IRA Distribution2007 - 2009	St. Cloud State UniversitySenior Cashier
James Czajkowski	Advisory Sales Consultant Investment ExecutiveJan 2010 - Sep 2010	GarbageManCo-owner and Sales Since Sep 2010
James Holweger	IT Director1993 - 2001	Marco, Inc.IT Manager Since Mar 2013
James Masseron	Investment Executive2004 - 2006
Jean Lund	AVP Controller1989 - 2002	CentraCare HealthPerformance Improvement Specialist - Lean Since Feb 2012
Jeffrey Murry	Investment ExecutiveAug 2008 - Mar 2010	1st GlobalManaged Portfolio Trader Since Apr 2010
Jill Smith	Account Specialist/Database AdministratorMay 2000 - Mar 2003	Wolters Kluwer Financial ServicesAccount Manager Since Feb 2008
Jim Booth	Hub Manger - Community First Bank2000 - 2002	Affiliated Financial Services/1SourceVice President Since Sep 2004
John Albrecht	Web Application Developer production supportFeb 2001 - Dec 2005	All-Brite Cleaning, Inc. DBA All-Brite BlindsOwner Since Jul 2005
Jonathan Jacoby	Investment advisorSince Jan 2010	STAR Financial BankInvestment Advisor Since Jan 2010
Judy Arnold	Executive AssistantJan 1991 - Jun 1998	The Baer GroupOffice Manager Since Mar 2007
Julia Stuart	PRIVATE CLIENT ADVISOR2007 - 2009	Respect Your EldersOWNER Since 2013
Kristi Stanwick	Conference PlannerApr 2001 - Jul 2003 Conference PlannerApr 2001 - Jun 2003 Conference PlannerSince Apr 2001	American ManufacturingPurchasing Manager & Inside Sales Manager Since Jan 2012
Karen Gilbertson	Customer Service RepresentativeFeb 2001 - Apr 2002	ShareBuilderSix Sigma Black Belt Since Oct 2012
Kelly Steinmetz	Insurance ManagerOct 1997 - Feb 2001	ForestersNational Sales Manager-NMOs/IMOs Since Nov 2012
Kevin Maas	Senior Vice PresidentSep 1995 - Nov 2009	Pohl Consulting and Training, Inc.President Since Mar 2013
Kim Holweger	VP OperationsSince 1986 VP/Director of Operations and Service	INGVP/Director of Operations Since 1986
Kimberly Eveslage	Conference PlannerSince 2002	ING Advisors NetworkConference Planner
Leann Donovan	Marketing ManagerSince 1997	Cetera Financial GroupMarketing Manager Since Feb 2010
Leon Kosiba	Sr Software engineerMar 2006 - Dec 2009	eRecording Partners NetworkLead Application Developer Since Aug 2012
Lisa Klein	Sales Support CoordinatorMar 2006 - Nov 2009	Greenway Medical TechnologiesRegional Sales Manager Since Jun 2013
Lori Keller	Senior Business Systems AnalystSince 2005	Cetera Financial GroupSenior Business Analyst Since Feb 2010
Lorie Hamilton	Operation Support Specialist2005 - 2010
Lucy Hallila	Dividend Reinvestment SpecialistJan 2000 - Aug 2005	BeallsKey Carrier ( Supervisor) Since Jan 2006
Mark Esser	Support Technician/DesignerSep 2000 - Oct 2003	University of MinnesotaSystems Engineer Since Jun 2008
Martin Oines	Principal Review AnalystMar 2002 - Mar 2007
Matthew Thiemann	Qualified Retirement Plan CoordinatorJun 2001 - Jun 2006	National Benefits GroupFinancial Analyst Since Apr 2012
Maurice Schendzielos	Internet Help Desk1999 - 2005	Wolters Kluwer Financial ServicesSupportLine Since Dec 2005
Melissa Schlickenmayer	Compliance AnalystMay 2009 - Dec 2012 Investment Executive / Licensed Sales AssistantMar 2001 - May 2009	Cetera Investment ServicesCompliance Analyst
Micaela Kerr	Account Representative2002 - 2004	LPL FinancialAVP, Lead Platform Manager, Advisory & Brokerage Consulting Since May 2007
Mike Rudolph	Interface Trading CoordinatorJan 2001 - Jul 2002	Ameriprise Financial Services, Inc.Team Leader - Margin Department Since Aug 2009
Mike Sipe	Vice President, Retirement Plans and Planning ServicesSep 1993 - Mar 1999	AIS PlanningSenior Planner
Norm Kempf	Investment Representative1992 - 2002	Mutual of OmahaInvestment Representative Since Oct 2008
Pamela Hardy	Administrative Sales AssistantJul 2008 - Apr 2010	Lehigh University Police DepartmentPart Time/As Needed Dispatcher Since Oct 2014
Paul Woodward	Vice President, Product Director2005 - 2008 Vice President of Sales and Marketing1999 - 2008 Vice President, Account Manager2002 - 2005 Vice President, Regional Manager1999 - 2002
Randy Ciccati	President/CEOJul 1998 - Apr 2007	INGPresident, Financial Solutions Group Since 2008
Randy Clark	Regional Sales managerApr 1990 - Sep 2000 National Sales ManagerFeb 1990 - Sep 2000 National Sales Manager1998 - 2000 REGIONAL VICE PRESIDENT1992 - 1998	RL Clark & Sons, Inc.President Since Sep 2009
Randy Kight	Senior Developer2007 - Apr 2010	VA Medical CenterProgram Analyst Since Dec 2010
Randy Kight	Senior Developer2007 - Apr 2010
Ryan Meier	Investment Executive2000 - 2002	Signature Bank - Minnetonka, MNVice President Since 2003
Ryan Ness	Applications DeveloperSep 1998 - Dec 1999	Swinerton BuildersSr. SCADA Engineer Since Jul 2013
Ryan Olson	Equity TraderMay 1996 - Jan 2003	Good Samaritan SocietyImplementation Consultant Since May 2012
Scott Laughery	Securities BrokerSep 1996 - Feb 2001	Total Safety US, Inc.Operations Since Jan 2013
Scott Sobiech	Advisory Services Sales SpecialistMar 1998 - Feb 2002	First Lutheran ChurchTreasurer Since Jan 2013
Shannon Hogendorn	Manager, Mutual Fund and Annuity OperationsSep 2003 - Jul 2007	ING U.S.Manager, Distributor Services Compliance Since Jul 2007
Sheila Ahrens	Operations SupervisorMar 1990 - Mar 2009	ITA Group, Inc.Travel Director Since Jul 2012
Shelly Berger	Sr. Business AnalystSince 1994
Stacy Karasch	Equity TraderSep 1999 - Sep 2010	Cetera Financial GroupEquity Trader Since Sep 2010
Stephanie Cox	Account Manager1994 - 2000	CUSOProgram Development Manager Since Nov 2011
Sue Heck	Marketing Advisor2000 - 2004
Sue Stockinger	Investment Assistant1999 - 2001	Compass GamesAccount Manager - Target Since Jun 2009
Terri Cheney	Financial ConsultantJun 2003 - Dec 2011
Tobias Lloyd	Distributed Systems AnalystFeb 1999 - Jun 2006	BlackHawk Industrial DistribtionSystems Administrator Since Jul 2009
William Tribble	Project ManagerJul 2011 - Oct 2011	Financial Industry Technical Services, Inc. (FITS-Inc.)Senior Consultant Since 2008