Broadcom

Account Director

Aligned with SHI’s Texas accounts for all VMware renewals and expansion projects.

Partner Director

VMware

FY24 - contributed 2.05m 
▪️Q3 - 122%
▪️Q2 - 283%
▪️Q1 - 260%

Awards:
▪️ FY24Q1 - Team MVP
▪️ FY24Q1 - Director’s Award

Commercial Account Manager

Inside Sales Intern

Connor Walker

Principal Financial Group

Financial Advisor

Fortune Financial

In my current role as a Financial Advisor, I aim to align the finances of my clients with their lifestyles to enhance their wellbeing.

I take a comprehensive, strategic approach to assess the needs of our clients. Then, we implement strategies using the appropriate investments and / or products that fit each client's needs.

Securities and investment advisory services offered through Securian Financial Services, Inc. Member FINRA/SIPC. North Star Resource Group is independently owned and operated. Fortune Financial is affiliated with North Star Resource Group and is independently owned and operated. 10261 Yellow Circle Drive, Minnetonka, MN 55343. AJ is a registered representative and investment advisor representative of Securian Financial Services, Inc.

• Assisted Managing Partner in various client management processes, including financial planning, portfolio management and analysis and model due diligence using eMoney, Excel, Morningstar and Fi360.

• Assisted and coordinated client onboarding processes.

• Prepared client materials using eMoney and Powerpoint.

Customer Service Specialist

Baird

• Aided in the execution of over 70 equity transactions, raising nearly $27 billion of total capital.

• Worked alongside other investment banks in various syndicates to aid consumer, healthcare, and utilities companies pursue equity financing, while actively covering relevant transactions in each sector.

• Prepared marketing materials, pitchbooks, monthly reports, internal sales-teach ins and management presentations using Microsoft PowerPoint, Microsoft Excel, and Microsoft Word to aid in the execution of live equity transactions and advise future clients on equity financing opportunities.

• Performed multiple types of market-based/equity-based analysis using Microsoft Excel, FactSet, Dealogic, and Capital IQ to inform clients’ understanding on the current equity market environment, institutional ownership base, investor targeting, and transaction timing, sizing, and execution, etc.

• Created a healthcare equity offering participants database using Microsoft Excel and FactSet, using the data to create content for clients to better understand institutional participation in equity transactions.

Investment Banking Analyst

UnitedHealth Group

• Performed monthly/quarterly reporting on membership data using Microsoft Excel and Microsoft Access to report on medical and specialty membership to communicate the financial performance of the company to management and other major stakeholders.

•	Performed variance analysis using Microsoft Excel and Microsoft Access during monthly close processes to tie out membership data on SQL databases to the general ledger to validate membership for UHC product lines, operating units, business units, and regional markets.

• Aided management in building the specialty membership reporting process by incorporating variance analysis using Microsoft Excel and Microsoft Access with general ledger data to enhance process efficiency and accuracy of membership reporting.

• Researched and reconciled policy change requests from field analysts and internal compensation using Microsoft Access to account for new/cancelled business, policy transfers, and fund conversions to properly account for changes in the business at the policy level.

Financial Analyst

Macalester College

Student work study position that involved the oversight and management of day-to-day operations within the Leonard Center Athletic Complex.

Student Supervisor

• Performed Sarbanes-Oxley compliance testing and walkthrough documentation, by preparing walkthrough documentation and workpapers in Microsoft Word and performing compliance testing within test matrices in Microsoft Excel, to ensure proper control of the company’s material financial risks as it relates to the company’s IT applications and platforms.

• Worked with department vice president to discuss how machine learning could be implemented within internal audit to more efficiently mitigate financial risk by presenting past work and research in machine learning/data science performed in R.

• Participated in data analytics initiative to modernize internal audit practice within the company by collaborating with senior management and colleagues from Ernst and Young to discuss methodology, implementation, and practice of data analytics within internal audit.

Internal Audit Intern

Come Up Capital

•	Formulated a functioning investment thesis alongside other analysts and the managing partner, while leveraging and evaluating the firm’s research, to amplify the firm’s strategic position in the market,

•	Performed data analysis, ad hoc research, and prepared whitepaper documents using R, Stata, Microsoft Excel, and Microsoft Word to strengthen the firm’s thesis.

•	Conducted market research on venture capital firms and startups in the Midwest by performing peer analyses in Microsoft Word and Microsoft Excel, along with following startup news, to better equip managing partner to raise a first-time fund.

Research Analyst Intern

M3 Insurance

• Helped select and design a new intranet coverage for clients and company – worked with upper level management to evaluate priorities and intranet providers, and made a final carrier decision that would overhaul the company intranet system.

 • Checked in P&C policies, processed endorsements, and form changes using Microsoft Word and company databases, all of which was necessary due diligence to ensure proper insurance coverage for each client.

 • Prepared summaries of insurance coverage for clients using Microsoft Word, displaying coverages limits, changes in premium, and new form/endorsement changes, which gave clients a clear illustration of the main elements of their policy.

Business Insurance Intern

Student work study that involves basic security, customer service/relations, and aid in event setup.

Leonard Center Administrative Assistant

High Point Swim Club

Responsible for some managerial duties, including chemical maintenance, lifeguard coordination, and customer service. Also did life guarding and taught swim lessons to children.

Senior Lifeguard and Swim Lessons Instructor

BACKGROUND:
A.J. is a financial advisor, dedicated to helping clients cultivate financial wellbeing. Before he was an advisor, he built his expertise in investment banking and capital markets. Today, he provides tailored plans, including fee-based financial planning, investments, retirement income strategies, tax strategies, life and disability and insurance, and 401(k) plans, to address clients’ unique needs and help them build a meaningful life. A.J. enjoys working with a variety of clients, from recent graduates to pre-retirees excited for the next chapter of their lives. 

EDUCATION & CREDENTIALS:
A.J. earned his bachelor’s degree from the Macalester College in 2018.  He has his FINRA Series 7 & 66 securities registrations as well as his Life, Accident, and Health Licenses. 

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. A.J. Imholte, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.  Scott Wealth Planning is not an affiliate of any company of the Principal Financial Group®. 2870365-042023

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CFP® (with plaque design) in the United States, which authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.

© 2023 Principal Financial Services, Inc. Principal®, Principal Financial Group®, and Principal and the logomark design are registered
trademarks of Principal Financial Services, Inc., a Principal Financial Group company, in the United States and are trademarks and service marks of Principal Financial Services, Inc., in various countries around the world.

A.J. Imholte is not licensed in all states to offer securities and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the registered representative is not properly licensed.

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Connor Walker

A.J. Imholte, CFP®

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