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 members. Purpose is the new economy.

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.- Establish organizational policies, goals, and activities; ensuring continuing operations to maximize returns on investments and… Show more 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.- Establish organizational policies, goals, and activities; ensuring continuing operations to maximize returns on investments and increase productivity.- Oversee all human resources activities, including the approval of human resource plans, selection of directors and other high-level staff, as well as the establishment of major departments. Show less

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. -Strategized and oversaw all aspects of the business, from contract negotiation, technology implementation, and hiring to… Show more 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. -Strategized and oversaw all aspects of the business, from contract negotiation, technology implementation, and hiring to capital acquisition and business development. -Integrated the self-management philosophy, Holacracy®, over a three-year period as the company’s new management structure. Show less

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 cash-intensive wholesale operation. This involved the creation of an automation system to properly process claims and to reconcile… Show more 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 cash-intensive wholesale operation. This involved the creation of an automation system to properly process claims and to reconcile claims against payments received from insurance companies and pharmacy benefit managers. - Led the dynamic growth of the accounting department from 3 to 15 personnel over the period of six years. Spearheaded the implementation of a new ERP system to create a more integrated environment around company’s accounting technology and general ledger. - Built the human resources department from 0 to 5 employees. Implemented an HRIS system that included payroll, benefits administration as well as licensing and compliance management. - Led the successful roll-out of a company-wide email and exchange server as well as a claims recognition system along with two new pharmacy systems, one for company’s long-term-care operation, and the other for the retail pharmacies.- Facilitated the back office development to facilitate the company’s growth from 225 employees and $65M in revenue to over 475 employees and $412M in revenue. Show less

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 employee relations with the support staff, management, and compliance support staff. - Exceeded the regional performance and… Show more 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 employee relations with the support staff, management, and compliance support staff. - Exceeded the regional performance and recruiting goals throughout the tenure. Show less

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. Activities Include:•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 investment management and wealth management for families and businesses. Activities Include:•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 portfolios Show less

• 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 • 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 technology.• Assists with building, installing, deploying, and upgrading system hardware and software components as required. Show less

Master'S Of Accountancy, Accounting And Finance

Bs, Math, Education

Math