Erik Lundquist Email & Phone Number

Rochester, Minnesota, United States

Rochester, Minnesota Area

Virtual Global

Organizational Development in the new world of work: the For-Purpose Enterprise. Providing proven models, legal rules, and methodologies for fully distributing authority and ownership in a purpose-driven business. Lighting the pathways to replacing employment models with ownership models that foster engagement and entrepreneurial opportunities for all.

Greater Minneapolis-St. Paul Area

Leverage strategic insight directing the newly formed division to provide back-office services for five operating companies of the organization while establishing a more cohesive and cost-effective way of managing the companies.- Facilitate the groundwork for the division as well as prepare for the transition to the next generation of family ownership..

Rochester, Minnesota

Established and directed the outsourcing company from initiation with a focus on providing HR services and technology to independent businesses and pharmacies across the US. Integrated into Astrup Companies to support growth and need for internal HR function.-Developed and led the company from nil to $1.2M in revenue along with a team of 12 skilled staff..

Austin, MN

Led the overall headquarters functions for all the operating companies, including the management of human resources, accounting, treasury management, compliance, and information technology.- Facilitated the company during rapid growth by establishing all the departments from the ground-up, including building an entirely new treasury management system for a.

Assumed the responsibilities as Manager and Financial Advisor; directed the Rochester Office and the advisors, reviewing all investment trades in the office and ensuring the advisors received proper training and licensure.- Headed the recruitment of new advisors providing them training while integrating them into the Merrill Lynch system.- Managed the.

Greater Minneapolis-St. Paul Area

• Responsible for clients by providing investment and financial advice and to help them achieve their financial goals. Specialized in custom investment management and wealth management for families and businesses..
• Conducting company research
• Suggesting diversified portfolio
• Advising clients on portfolio performance and changes on a quarterly basis
• Conducting regular portfolio reviews
• Designing asset allocation programs and strategies for client… Show more Responsible for clients by providing investment and financial advice and to help them achieve their financial goals. Specialized in custom.

• Supported the Fraternal Division in all aspects of computer system administration and management report generation.
• Analyzed and implemented improved and advanced technological solutions.
• Performs system administration activities on all computer systems.
• Performs preventative maintenance procedures; performs system troubleshooting to isolate and diagnose common system problems.
• Investigated and mastered developments in systems administration and computer… Show more
• Investigated and mastered developments in systems administration and computer technology.

Master'S Of Accountancy, Accounting And Finance

Bs, Math, Education

Math