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April Bortscheller Location
Saint Paul, MN, US
April Bortscheller Work
President and COO @ (September 2022 - Present)
Financial Advisor, CFP ® and Vice President of Operations @ (January 2016 - September 2022)
CFP ® @ (August 2010 - January 2016)
Portfolio Accountant @ (August 2006 - August 2010)
Logistics Coordinator @ (June 2004 - August 2006)
April Bortscheller Education
Minnesota State University, Mankato
Certified Financial Planning
2008-2010
University of Minnesota
Bachelor of Arts (BA) (Political Science & Global Studies)
2000-2005
April Bortscheller Skills
Asset Management
Asset Allocation
Process Improvement
Microsoft Word
Finance
Leadership
Financial Analysis
Microsoft Office
Customer Service
Certified Financial Planner
Management
Retirement Planning
Mutual Funds
Microsoft Excel
Wealth Management
Series 7
April Bortscheller Summary
April Bortscheller, based in Saint Paul, MN, US, is currently a President and COO at Berger Financial Group, Inc. April Bortscheller brings experience from previous roles at Berger Financial Group, Inc and Echo Global Logistics. April Bortscheller holds a 2008 - 2010 Certified Financial Planning @ Minnesota State University, Mankato. With a robust skill set that includes Asset Management, Asset Allocation, Process Improvement, Microsoft Word, Finance and more. April Bortscheller has 3 emails and 1 mobile phone numbers on RocketReach.
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