Resume

• 2007

  Diploma of Graduation with Honors

  Graduate School of Banking

• 1997

  Sales and Service for Relationship Managers

  Cannon Financial Services

  Certificate of Completion

  Employee Benefits School II

  III and IV

  Cannon Financial Services

  Honor Graduate

  Investments II

  Norwest University - Norwest Bank Corporation

• 1995

  ABA National Graduate Trust School I and II

  Northwestern University

  Trust Sales I

  Norwest University - Norwest Bank Corporation

  Certified IRA Services Professional - CISP

  Institute of Certified Bankers

  Inactive

  Certified Retirement Plan Specialist - CRSP

  2320092 - Inactive

  Series 24

  Financial Industry Regulatory Authority (FINRA)

  Series 66

  Financial Industry Regulatory Authority (FINRA)

  2320092 - Inactive

  Certified Trust and Fiancial Advisor - CFTA

  Institute of Certified Bankers

  Series 6 and 63

  Financial Industry Regulatory Authority (FINRA)

  2320092 - Inactive

  Series 7

  Financial Industry Regulatory Authority (FINRA)

  2320092 - Inactive

• 1994

  Diploma of Graduation

  American Bankers Association National Trust School

• 1985

  JD

  Law

• 1981

  BBA

  Management

• Junior Achievement USA

  Instructor

  Banking

  Financial Analysis

  Financial Services

  Credit

  Insurance

  Asset Management

  Retirement Planning

  Wealth Management

  Estate Planning

  Mortgage Lending

  Mutual Funds

  Investments

  Management

  Strategic Planning

  Leadership

  Strategic Financial Planning

  Portfolio Management

  Public Speaking

  Finance

  Loans

  Muehler

  Todd

  Muehler

  Wells Fargo Advisors

  LLC

  First National Bank South Dakota

  Dakota Wesleyan University

  Norwest Bank (n/k/a Wells Fargo)

  Edward Jones

  Northern State University

  Dakota Wesleyan University

  The Prudential Insurance Company of America

  Wells Fargo

  Kirkwood Bank & Trust

  Mitchell

  SD

  Keith B. Miller Edowed Chair in Business

  Dakota Wesleyan University

  Aberdeen

  SD

  Responsible for managing existing client relationships and new business development. Received 100% Club Recognition for outstanding sales and service. Supervised an Administrative Assistant. Successfully reached new business and revenue goals in 1995. Conducted several educational seminars on estate planning and financial planning.\n\n

  Trust Officer

  Norwest Bank (n/k/a Wells Fargo)

  Mitchell

  SD

  Responsible for day-to-day management of Trust Departments located in Mitchell and Winner

  South Dakota. Total assets under management of $125+ million. Supervise staff of five: Three (3) Trust Officers; and

  Two (2) Administrative Assistants. Duties include: new business development; personnel management and development; mentoring; and

  relationship manager for existing clients. Received 100% Club Recognition for outstanding sales and service. Conducted numerous educational seminars on estate planning

  financial planning and retirement planning at various trust office locations. Successfully reached new business and revenue goals in 1996

  1997 and 1998.

  Assistant Vice President/Trust Officer

  Norwest Bank (n/k/a Wells Fargo)

  Mitchell

  SD

  Director - Graduate Certificate in Trust Management Program

  Dakota Wesleyan University

  Aberdeen

  South Dakota

  Instructor in the Banking and Financial Services undergraduate and masters degree programs. Along with banking and financial services program courses

  I teach Legal Environment of Business

  Business Law and Survey of Business.

  Assistant Professor and Dacotah Bank Scholar in Banking and Financial Services

  Northern State University

  Bismarck

  ND and Portland

  Oregon Area

  Responsible for growing Investment Management and Trust revenue through interaction with a team of relationship managers within private client services: Trust

  Brokerage

  Portfolio Management and Private Banking. Be a local resource to wealth management team by providing training

  education and support. Coordinate the involvement of the Wealth Planning Centers.

  Sr. Financial Planning Manager/Wealth Management Specialist

  Wells Fargo

  Mitchell

  SD

  Associate Professor

  Dakota Wesleyan University

  Mitchell

  SD

  Managed the Trust

  Insurance and Brokerage Departments for First National Bank South Dakota. I was President of the Mitchell branch for a period of time before voluntarily stepping down to focus on the non-interest income side of the bank. Further

  during this time period

  I also acted as a full-time financial advisor and trust officer for the bank branches throughout South Dakota.

  Director of Wealth Management/Financial Advisor

  First National Bank South Dakota

  Wahpeton

  ND

  Responsible for marketing and selling financial services and insurance products. Managed an existing book of policyholders and developed new clients.

  Marketing Representative

  The Prudential Insurance Company of America

  Mitchell

  SD

  Provided a comprehensive planning approach to identify and meet the wealth management needs of my clients.

  Financial Advisor

  Wells Fargo Advisors

  LLC

  Mitchell

  SD

  Responsible for providing financial services products – stocks

  bonds

  mutual funds

  annuities

  insurance

  etc. to customers and ongoing development of book of business.

  Investment Representative

  Edward Jones

  Bismarck

  ND

  Responsible for establishing and developing start-up trust department. Established standard operating procedures

  protocol and work flow guidelines for trust department. Supervised one employee. Managed existing client relationships and developed new business.\n\n

  Senior Trust Officer

  Kirkwood Bank & Trust

  Mitchell

  SD

  Responsible for working with Director of Development

  staff and donors to create estate planning gifts to the Dakota Wesleyan University Endowment. \n\n

  Director of Gift Planning

  Dakota Wesleyan University

  Foudation Board Member

  South Dakota Bankers Association

  Graduate School of Banking at Colorado

  Norwest Bank (n/k/a Wells Fargo)

  Best Shot Award - Norwest Bank South Dakota

  NA\t \t\tJuly 1996\n100% Club Recognition - Norwest Bank South Dakota

  NA\t\tAugust 1996\n100% Club Recognition - Norwest Bank South Dakota

  NA\t\tFebruary 1997\nManager’s Choice Award - Norwest Bank South Dakota

  NA\t\tOctober 1997\n100% Club Recognition – Norwest Bank South Dakota

  NA\t\tJune 1998\n100% Club Recognition – Norwest Bank South Dakota

  NA\t\tSeptember 1998\n100% Club Recognition – Norwest Bank South Dakota

  NA\t\tDecember 1998\nConcorde Elite – Wells Fargo Bank South Dakota

  NA\t\t March 2000\n\n\n

  Norwest Bank