CFA Society of Minnesota
Located in: Rand TowerAddress: TCF Tower, 121 S 8th St #825, Minneapolis, MN 55402 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 930-4000: : : Category: Place name: : : Website: : Website: https://www.cfasociety.org/minnesota/Pages/default.aspx Category: Association or organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CFA Society of Minnesota Posting publicly on the Web Write a review Reviews Be the first to review
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CFA Society of Minnesota Employees
FindLaw, a Thomson Reuters business June 2014 - Present
Maverick Software Consulting September 2013 - May 2014
FindLaw, a Thomson Reuters business May 2013 - August 2013
CFA Society of Minnesota May 2012 - July 2012
Minnesota Society of CPAs May 2011 - July 2011
Skills
Software Development, SQL, C#, Java, Agile Methodologies, JavaScript, Visual Studio, Python, XML, Perl, jQuery, CSS, Spring, HTML, MySQL, Web Development, PHP, Software Engineering, .NET, Linux
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Finance, Computer Science
Kiski Group Inc. 2015 - 2015
Carlson Growth Fund, Carlson Funds Enterprise March 2013 - May 2014
CFA Society of Minnesota June 2013 - December 2013
Credit Suisse June 2012 - July 2012
Jintai Futures July 2010 - August 2010
Skills
Microsoft Word, Microsoft Excel, Bloomberg, PowerPoint, Java, Financial Modeling, Finance, Equities
Education
New York University 2014 — 2015
Master's Degree, Mathematics in Finance
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics
Nanjing Foreign Language School 2007 — 2010
High School
Maximum Solutions March 2015 - Present
INNOVA Marketing July 2014 - November 2014
CFA Society of Minnesota May 2013 - August 2013
Mint Press News May 2013 - July 2013
Skills
Public Relations, Marketing Communications, Social Networking, Event Planning, Social Media Marketing, Writing, Email Marketing, Brand Management, Advertising
Education
Concordia University-St. Paul 2008 — 2013
Bachelor of Arts (B.A.), Communication Studies
The Minneapolis Foundation May 2012 - Present
CFA Society of Minnesota September 2009 - Present
Best Prep August 2009 - Present
Best Prep August 2006 - Present
Minnesota Literacy Council September 1996 - Present
The House of Hope Presbyterian Church September 2009 - May 2012
Wells Fargo Private Bank January 2010 - March 2012
M&I Investment Mgmt Corp/Wealth Mgmt November 2001 - January 2009
National City Bank of Minneapolis October 1983 - November 2001
Skills
Investment Management, Fiduciary Risk..., Financial Literacy, Women's Perspectives in..., Elder Services in..., Philanthropy, Investments
Education
University of Saint Thomas - School of Business 2010 — 2010
Mini-MBA Certificate
Michigan State University 1974 — 1979
BA, Double Major: English, Advertising
CFA Society of Minnesota June 2011 - August 2011
Skills
Intercultural..., Intercultural Relations, Foreign Languages, Event Planning, Negotiation, Apparel, Trend, Wordpress
Education
Indiana University Bloomington 2011 — 2014
Apparel Merchandising
AEI Capital Corporation October 2014 - Present
CFA Society of Minnesota 2006 - Present
Finacorp Securities/Wedbush Securities September 2008 - December 2010
Self Employed 2006 - 2007
Morgan Joseph & Company 2004 - 2005
RBC Dain Rauscher 1999 - 2004
Skills
Fixed Income, Credit, Series 7, Capital Markets, Series 63, New Business Development, Trading, Securities, Finance, High Yield, Structured Products, Relationship Management, Private Placements, Investments, Financial Analysis, Financial Modeling, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance/International Business
Rutgers University-New Brunswick 1983 — 1986
BA, Economics
EPIQ Partners, LLC September 2012 - Present
CFA Society of Minnesota 2007 - Present
Tealwood Asset Management 2007 - 2012
Skills
Asset Managment, Investments, Portfolio Management, Investment Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Advisory, Venture Capital, Private Equity, Alternative Investments, Valuation, Due Diligence, Financial Modeling, Equities
Education
Skidmore College
Bachelor of Arts (BA), Music
Nuveen Investments May 2014 - Present
Super One Foods August 2013 - November 2013
CFA Society of Minnesota June 2013 - August 2013
The Home Depot May 2012 - August 2012
Skills
Editing, Publishing, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research, Sales, Team Building, Social Media, Data Analysis, Strategic Planning, Access, Coaching, Event Planning, Marketing, Management
Education
The University of North Dakota 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Investments
Level I CFA Candidate
Minnesota State University, Mankato April 2015 - Present
Minnesota State University, Mankato August 2014 - Present
First National Bank Lebanon July 2015 - July 2015
Wells Fargo Securities February 2014 - August 2014
Maverick Investment Fund September 2013 - December 2013
CFA Society of Minnesota June 2013 - August 2013
BLC Bank August 2011 - August 2011
Bank of Beirut July 2011 - July 2011
Skills
Accounting, Analysis, Project Planning, Banking, Loans, Microsoft Office, Credit Cards, Management, Financial Analysis, Return on Investment..., Investments, Alternative Investments, Fixed Income Analysis, Equities, Investment Research, Investment Banking, Institutional..., Market Research, Public Speaking, Customer Service, PowerPoint
Education
Minnesota State University, Mankato 2014 — 2016
Master of Business Administration (M.B.A.)
Minnesota State University, Mankato 2012 — 2013
Bachelor of Science (B.S.), Finance - Investment Analysis Option, GPA 3.8
University of Minnesota-Twin Cities 2010 — 2012
DerivActiv, LLC August 2015 - Present
Dunn Bros Coffee May 2013 - August 2015
Clemens Perk Coffee Shop March 2014 - May 2015
Clemens Perk Coffee Shop August 2011 - May 2015
CFA Society of Minnesota May 2014 - August 2014
The Local Blend Coffee Shop and Wine Bar August 2012 - December 2012
Skills
Microsoft Excel, Time Management, Microsoft Word, Research, Leadership, Microsoft Office, Financial Analysis, Customer Service, Accounting, Economics, Management, Outlook, Security Analysis, Entrepreneurship
Education
St. John's University 2011 — 2015
Bachelor of Arts (BA), Economics and Corporate Finance, Senior
ValMark Securities June 2015 - Present
CFA Society of Minnesota June 2015 - August 2015
Lancer Hospitality May 2012 - September 2014
Janostin Hockey Training June 2010 - October 2013
Skills
Customer Service, Team Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Investment Strategies, Statistical Data..., R, Python, Microsoft Office, Time Management, Data Analysis, Teamwork
Education
Gustavus Adolphus College 2012 — 2016
Bachelor's Degree, Financial Economics and Minor in Statistics, Junior
Level 1 candidate in the CFA Program
CFA Society of Minnesota 2008 - Present
Wells Fargo January 2006 - Present
Wells Fargo December 2003 - January 2006
Wells Fargo July 2000 - December 2003
Wells Fargo June 1999 - July 2000
Skills
Research, Investments, Asset Management, Financial Analysis, Equities, Asset Allocation, Alternative Investments, Asset Managment, Strategy
Education
Luther College 1995 — 1999
BA, Mathemathics/Statistics and Economics
Wells Capital Management 2005 - Present
CFA Institute September 2011 - Present
CFA Society of Minnesota September 2009 - August 2011
Lowry Hill 2000 - 2003
RBC Dain Rauscher 1992 - 1998
Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management
Education
University of Minnesota - Carlson School of Management
MBA, Finance
CFA Society of Minnesota August 2012 - Present
Girl Scouts of Minnesota and Wisconsin River Valleys September 2009 - August 2012
Girl Scouts of Eastern Iowa & Western Illinois February 2009 - August 2009
Girl Scouts of Eastern Iowa & Western Illinois August 2007 - February 2009
Skills
Project Management, Strategic Planning, Event Planning, Staff Training, Training & Development, Volunteer Management, Volunteer Coordination, Public Relations, Writing, Fundraising, Non-profits, Nonprofits, Leadership, Event Management, Research, Program Evaluation, Editing, Program Management, Training
Education
Hamline University 2009 — 2011
Masters, Nonprofit Management
University of St. Thomas 2012 — 2013
Certificate in Fundraising, Fundraising
Drake University 2000 — 2004
B.A., Public Relations
CFA Society of Minnesota July 2012 - Present
Salter Strategic Communications 2011 - Present
Minnesota Valley Men's Chorale 2008 - 2013
Forius 1999 - 2011
Aon Consulting 1990 - 1998
Towers Perrin 1987 - 1988
The Wyatt Company 1982 - 1987
AM Multigraphics 1979 - 1982
Clark Equipment Company 1977 - 1979
Skills
Media Relations, Strategic Planning, Project Management, Social Media, Strategic Communications, Public Speaking, Community Development, Leadership, Strategy, Event Planning, Research, Budgets, Fundraising, Sales, Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, B2B, Program Management, Business Development, Community Outreach, Newsletters, Internal Communications, Team Leadership, Volunteer Management, Organizational..., Analysis, Business Planning, Team Building, Social Media Marketing, Brand Management, Editing, Leadership Development, Nonprofits, Public Relations, Proposal Writing
Education
University of Chicago Graduate School of Business 1984 — 1985
University of Missouri-Columbia 1971 — 1974
Bachelor's degree in Journalism, Photojournalism
CFA Society of Minnesota July 2011 - Present
Freelance Musician June 1994 - Present
The Rose Ensemble June 1999 - July 2015
Various St. Paul Arts Nonprofits 2000 - 2011
Office Team 2006 - 2010
Oakwood Corporate Housing June 1996 - May 1999
The Guthrie Theater 1994 - 1998
Dri-Steem Humidifier 1995 - June 1996
Skills
Singing, Music, Performing Arts, Arts Administration, Ensemble, Nonprofits, Chamber Music, Volunteer Management, Strategic Planning, Board Relations, Transition Planning, Member Relations, Membership Development, Community Outreach, Newsletters, Vocal
Education
St. Olaf College 1990 — 1994
Bachelor of Arts, Musicology
University of St. Thomas
Certificate programs in nonprofit management, nonprofit management (executive education)
Options Clearing Corporation November 2013 - Present
DerivActiv, LLC March 2013 - October 2013
CFA Society of Minnesota July 2012 - October 2012
The McNamara Academic Center, University of Minnesota January 2012 - August 2012
Academic Consulting January 2008 - August 2011
Kyungpook National University September 2009 - August 2010
Republic of Korea Army November 2005 - November 2007
Private Math Tutoring May 2003 - October 2005
Skills
Quantitative Finance, Quantitative Analytics, Derivatives, Capital Markets, Fixed Income, VBA, Matlab, Financial Modeling, Interest Rate..., Stochastic Calculus, Differential Equations, Linear Regression, Statistics, Time Series Analysis, Bloomberg, R, Market Risk, Risk Management, Equity Derivatives, Stress Testing, CVA, Interpersonal Skills, SDLC, C#, Exotic Derivatives, Monte Carlo Simulation
Education
University of Minnesota-Twin Cities 2011 — 2013
Master, Financial Mathematics
Kyungpook National University
Bachelor's Degree, Major in Mathematics and Minor in Economics and Trade