FAF Advisors
Industry: Company
DescriptionHeadquarters: Minneapolis, MN Founded: 2001 Parent organizations: U.S. Bank, U.S. Bancorp
FAF Advisors List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at FAF Advisors. You can filter them based on skills, years of employment, job, education, department, and prior employment.
FAF Advisors Salaries. You can even request information on how much does FAF Advisors pay if you want to. Learn about salaries, pros and cons of working for FAF Advisors directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
91 FAF Advisors employees in database. Find out everything there's to know about FAF Advisors employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
FAF Advisors Employees
Employee
Years
Job
Industry
Kevin Roellinger Kevin Roellinger's FAF Advisors Experience November 2004 - November 2009
Job Dad at Roellinger Household
Industry Law Enforcement
Experience
Uber May 2015 - Present
Sportradar US July 2014 - Present
Roellinger Household November 2009 - Present
Aware Catering May 2013 - October 2013
Green Tree Servicing May 2012 - August 2012
FAF Advisors November 2004 - November 2009
Briggs and Morgan, P.A. August 2004 - October 2004
Thrivent Financial for Lutherans September 2001 - April 2004
Lutheran Brotherhood February 2001 - August 2001
Winneshiek Medical Center May 1999 - August 1999
Skills
Data Entry, Live Events, Customer Service, Access, Business Analysis, Leadership, Budgets, Compliance, Human Resources, Microsoft Excel, Microsoft Office, Legal, PowerPoint, Catering, Food Service, Problem Solving, Word
Education
Luther College 1996 — 2000
Bachelor of Arts (B.A.), Business Management
Uber May 2015 - Present
Sportradar US July 2014 - Present
Roellinger Household November 2009 - Present
Aware Catering May 2013 - October 2013
Green Tree Servicing May 2012 - August 2012
FAF Advisors November 2004 - November 2009
Briggs and Morgan, P.A. August 2004 - October 2004
Thrivent Financial for Lutherans September 2001 - April 2004
Lutheran Brotherhood February 2001 - August 2001
Winneshiek Medical Center May 1999 - August 1999
Skills
Data Entry, Live Events, Customer Service, Access, Business Analysis, Leadership, Budgets, Compliance, Human Resources, Microsoft Excel, Microsoft Office, Legal, PowerPoint, Catering, Food Service, Problem Solving, Word
Education
Luther College 1996 — 2000
Bachelor of Arts (B.A.), Business Management
Tom Gunderson's FAF Advisors Experience December 2003 - March 2008
Job Senior Investment Portfolio Manager, Strategist, Equity Analyst, Seekng New Opportunity
Industry Financial Services
Experience
Eagleview Investment Partners, LLC July 2014 - Present
Oxford Financial Group, Ltd. September 2011 - May 2014
Lowry HIll March 2008 - September 2011
FAF Advisors December 2003 - March 2008
Securian Financial Group / Advantus Capital Management June 1984 - June 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Private Equity, Securities, Finance, Strategy, Estate Planning, Financial Advisory, Leadership, Management, Economics, High Net Worth..., Asset Management, Hedge Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Eagleview Investment Partners, LLC July 2014 - Present
Oxford Financial Group, Ltd. September 2011 - May 2014
Lowry HIll March 2008 - September 2011
FAF Advisors December 2003 - March 2008
Securian Financial Group / Advantus Capital Management June 1984 - June 2003
Skills
Investments, Portfolio Management, Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Private Equity, Securities, Finance, Strategy, Estate Planning, Financial Advisory, Leadership, Management, Economics, High Net Worth..., Asset Management, Hedge Funds, Equities
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Finance
St. Olaf College 1978 — 1982
BA, Economics
Joshua S. Overholt Joshua S. Overholt's FAF Advisors Experience 2004 - 2007
Job Principal
Industry Financial Services
Experience
ICM March 2007 - Present
FAF Advisors 2004 - 2007
Strong Capital 2002 - 2004
EDS Group 1998 - 2002
Skills
Financial Analysis, Financial Modeling, Industry Analysis, Competitive Analysis, Technology Evaluation, Semiconductors, Enterprise Software, IT Outsourcing, Hardware, Valuation, Analysis, Equity Valuation, Non-profit Leadership, Portfolio Management, Equity Research, Investments, Trading, Finance, Equities, Capital Markets, Strategic Planning, Asset Management, Mergers, Strategy, Management
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (MBA)
Cedarville University 1995 — 1998
BA, Finance and Accounting, 3.5
ICM March 2007 - Present
FAF Advisors 2004 - 2007
Strong Capital 2002 - 2004
EDS Group 1998 - 2002
Skills
Financial Analysis, Financial Modeling, Industry Analysis, Competitive Analysis, Technology Evaluation, Semiconductors, Enterprise Software, IT Outsourcing, Hardware, Valuation, Analysis, Equity Valuation, Non-profit Leadership, Portfolio Management, Equity Research, Investments, Trading, Finance, Equities, Capital Markets, Strategic Planning, Asset Management, Mergers, Strategy, Management
Education
Indiana University - Kelley School of Business 2012 — 2015
Master of Business Administration (MBA)
Cedarville University 1995 — 1998
BA, Finance and Accounting, 3.5
Raymond Lesher Raymond Lesher's FAF Advisors Experience 2007 - December 2010
Job AVP / Lead Business Analyst at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors 2007 - December 2010
Dimensional Fund Advisors 2007 - 2007
Skills
Trading Systems, Charles River IMS, Business Analysis, SDLC, Fixed Income, Requirements Analysis, Agile Methodologies, .NET, Business Intelligence, Architectures, Integration, WCF, Asset Management, Architecture, Business Requirements, Technical Architecture, Systems Analysis, Software Project..., Vendor Management, Securities, Order Management, Trading, IT Strategy, Requirements Gathering
Education
Hamline University School of Law 1994 — 1997
Doctor of Law (J.D.)
Syracuse University - Maxwell School of Citizenship and Public Affairs 1990 — 1994
Bachelor of Arts (B.A.), History
Punahou School 1984 — 1990
Nuveen Investments January 2011 - Present
FAF Advisors 2007 - December 2010
Dimensional Fund Advisors 2007 - 2007
Skills
Trading Systems, Charles River IMS, Business Analysis, SDLC, Fixed Income, Requirements Analysis, Agile Methodologies, .NET, Business Intelligence, Architectures, Integration, WCF, Asset Management, Architecture, Business Requirements, Technical Architecture, Systems Analysis, Software Project..., Vendor Management, Securities, Order Management, Trading, IT Strategy, Requirements Gathering
Education
Hamline University School of Law 1994 — 1997
Doctor of Law (J.D.)
Syracuse University - Maxwell School of Citizenship and Public Affairs 1990 — 1994
Bachelor of Arts (B.A.), History
Punahou School 1984 — 1990
Chelle Gonzo Chelle Gonzo's FAF Advisors Experience 2003 - 2007
Job SVP and Director of Business Strategy, National Sales, The Private Bank at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Cindy Cook DeRuyter Cindy Cook DeRuyter's FAF Advisors Experience May 2005 - March 2006
Job Attorney and Freelance Writer
Industry Law Practice
Experience
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
DeRuyter Law, LLC March 2011 - Present
McGladrey Wealth Management LLC May 2013 - September 2015
Nuveen Investments March 2010 - October 2011
RSM McGladrey March 2006 - February 2010
FAF Advisors May 2005 - March 2006
Thrivent Financial August 1996 - April 2005
Skills
Estate Planning, Trusts, Wills, Insurance, Investment Advisory, Financial Services, Corporate Law, Compliance, Legal Research, Compliance Consulting, Business, Corporate Governance, Leadership, Financial Advisory, Wealth Management, Securities Regulation, Business Agreements
Education
Hamline University School of Law 2004 — 2008
JD, Law
Concordia University-Wisconsin 2000 — 2002
BA, Management and Communication
Northern State University 1989 — 1992
Alyssa. Bentz Alyssa. Bentz's FAF Advisors Experience October 2007 - 2010
Job Managing Director of Operations Operational Risk and Trade Support at U.S. Bancorp Asset Management Inc.
Industry Financial Services
Experience
U.S. Bancorp Asset Management Inc. (formerly FAF Advisors) 2011 - Present
FAF Advisors October 2007 - 2010
FAF Advisors November 2005 - October 2007
FAF Advisors July 2004 - November 2005
McCormack Baron Ragan 2003 - 2004
Mid Continent Management 2002 - 2003
Skills
Bloomberg, Fixed Income, Securities, Trading, Equities, Portfolio Management, Electronic Trading, Trading Systems, Options, Asset Management, Mutual Funds
Education
University of Minnesota-Twin Cities 2000 — 2004
Applied Economics
U.S. Bancorp Asset Management Inc. (formerly FAF Advisors) 2011 - Present
FAF Advisors October 2007 - 2010
FAF Advisors November 2005 - October 2007
FAF Advisors July 2004 - November 2005
McCormack Baron Ragan 2003 - 2004
Mid Continent Management 2002 - 2003
Skills
Bloomberg, Fixed Income, Securities, Trading, Equities, Portfolio Management, Electronic Trading, Trading Systems, Options, Asset Management, Mutual Funds
Education
University of Minnesota-Twin Cities 2000 — 2004
Applied Economics
Mani Islam Mani Islam's FAF Advisors Experience February 2009 - October 2010
Job Technology Delivery Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2011 - Present
Questar Assessment, Inc. October 2010 - May 2011
FAF Advisors February 2009 - October 2010
ING February 2006 - January 2009
Target February 2003 - January 2006
MVION Inc. August 2000 - January 2003
Wolters Kluwer (Formally knows as Bankers Systems) September 1999 - May 2000
Skills
Quality Assurance, SDLC, User Acceptance Testing, Process Improvement, Business Analysis, Visio, Agile Methodologies, Test Planning, SQL, Quality Center, Requirements Analysis, Testing, SharePoint, Waterfall, Software Quality...
Education
Metropolitan State University 2002 — 2004
Masters in Management Information Systems, Information Technology
St. Cloud State University 1996 — 2000
BCIS, Business Computer Information Systems
Aligarh Muslim University 1992 — 1995
Bachelor of Commerce(Honors), Finance
Ameriprise Financial Services, Inc. June 2011 - Present
Questar Assessment, Inc. October 2010 - May 2011
FAF Advisors February 2009 - October 2010
ING February 2006 - January 2009
Target February 2003 - January 2006
MVION Inc. August 2000 - January 2003
Wolters Kluwer (Formally knows as Bankers Systems) September 1999 - May 2000
Skills
Quality Assurance, SDLC, User Acceptance Testing, Process Improvement, Business Analysis, Visio, Agile Methodologies, Test Planning, SQL, Quality Center, Requirements Analysis, Testing, SharePoint, Waterfall, Software Quality...
Education
Metropolitan State University 2002 — 2004
Masters in Management Information Systems, Information Technology
St. Cloud State University 1996 — 2000
BCIS, Business Computer Information Systems
Aligarh Muslim University 1992 — 1995
Bachelor of Commerce(Honors), Finance
Susan Vadner, C.P.A. Susan Vadner, C.P.A.'s FAF Advisors Experience 2003 - 2008
Job VP Accounting at The Weather Channel
Industry Information Technology and Services
Experience
The Weather Channel 2013 - Present
SunGard Data Systems, Inc. July 2008 - 2012
FAF Advisors 2003 - 2008
SunGard Data Systems 1989 - 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Forecasting, Revenue Recognition, Process Improvement, Due Diligence, Budgets, Sarbanes-Oxley, US GAAP, International, M&A experience
Education
University of Northern Iowa
Bachelor of Business Administration (BBA), Accounting
The Weather Channel 2013 - Present
SunGard Data Systems, Inc. July 2008 - 2012
FAF Advisors 2003 - 2008
SunGard Data Systems 1989 - 2002
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Accounting, Forecasting, Revenue Recognition, Process Improvement, Due Diligence, Budgets, Sarbanes-Oxley, US GAAP, International, M&A experience
Education
University of Northern Iowa
Bachelor of Business Administration (BBA), Accounting
Dan Walters Dan Walters's FAF Advisors Experience August 2007 - September 2010
Job Sales Administrator at Vanguard
Industry Financial Services
Experience
Vanguard May 2012 - Present
JP Morgan September 2010 - May 2012
FAF Advisors August 2007 - September 2010
FAF Advisors August 2007 - September 2008
The Home Buyers, Inc February 2002 - June 2007
Skills
Series 63, Series 7, Series 6, FINRA, Contact Management, Siebel, Morningstar, Microsoft Office, Negotiation, Separately Managed..., ETFs, Mutual Funds, Selling
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Design Studies w/ Design Management Concentration, Magna Cum Laude
St Cloud Technical and Community College 1996 — 1999
Associate's Degree, Advertising, Graphic Design
Vanguard May 2012 - Present
JP Morgan September 2010 - May 2012
FAF Advisors August 2007 - September 2010
FAF Advisors August 2007 - September 2008
The Home Buyers, Inc February 2002 - June 2007
Skills
Series 63, Series 7, Series 6, FINRA, Contact Management, Siebel, Morningstar, Microsoft Office, Negotiation, Separately Managed..., ETFs, Mutual Funds, Selling
Education
Arizona State University 2012 — 2015
Bachelor’s Degree, Design Studies w/ Design Management Concentration, Magna Cum Laude
St Cloud Technical and Community College 1996 — 1999
Associate's Degree, Advertising, Graphic Design
Anthony Trang Anthony Trang's FAF Advisors Experience November 2007 - September 2009
Job Assistant Vice President at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman April 2013 - Present
Tyco International December 2011 - February 2014
Western Digital June 2011 - January 2012
Nuveen Investments September 2009 - June 2011
FAF Advisors November 2007 - September 2009
Skills
Microsoft SQL Server, Web Services, SQL, Java, C#, Software Development, T-SQL, Agile Methodologies, .NET, Visual Studio, Databases, Database Design, SSRS, ASP.NET, SSIS
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Computer Science
Neuberger Berman April 2013 - Present
Tyco International December 2011 - February 2014
Western Digital June 2011 - January 2012
Nuveen Investments September 2009 - June 2011
FAF Advisors November 2007 - September 2009
Skills
Microsoft SQL Server, Web Services, SQL, Java, C#, Software Development, T-SQL, Agile Methodologies, .NET, Visual Studio, Databases, Database Design, SSRS, ASP.NET, SSIS
Education
University of California, Irvine - The Paul Merage School of Business 2011 — 2013
Master of Business Administration
University of Minnesota-Twin Cities 2004 — 2007
Bachelor of Science, Computer Science
Jenelle Steigauf Jenelle Steigauf's FAF Advisors Experience January 2010 - November 2010
Job Product Marketing at Starkey Hearing Technologies
Industry Medical Devices
Experience
Starkey Hearing Technologies August 2013 - Present
Internet Broadcasting September 2011 - August 2013
Internet Broadcasting November 2010 - September 2011
FAF Advisors January 2010 - November 2010
Allianz Life 2008 - 2009
Skills
Digital Marketing, Digital Media, Digital Strategy, Interactive Marketing, Online Advertising, Interactive Media, Marketing Communications, Strategic Communications, Relationship Marketing, Product Marketing, Production Planning, Product Launch, Partner Management, Lead Generation, Campaign Management, Direct Mail, Public Relations, Mobile Marketing, Advertising, Marketing, Email Marketing, Online Marketing, Integrated Marketing, Direct Marketing, Brand Development, Web Marketing, Salesforce.com, Marketing Research, Creative Strategy, Content Strategy
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor of Arts, Professional Strategic Communications
Cretin-Derham Hall 2002 — 2006
Starkey Hearing Technologies August 2013 - Present
Internet Broadcasting September 2011 - August 2013
Internet Broadcasting November 2010 - September 2011
FAF Advisors January 2010 - November 2010
Allianz Life 2008 - 2009
Skills
Digital Marketing, Digital Media, Digital Strategy, Interactive Marketing, Online Advertising, Interactive Media, Marketing Communications, Strategic Communications, Relationship Marketing, Product Marketing, Production Planning, Product Launch, Partner Management, Lead Generation, Campaign Management, Direct Mail, Public Relations, Mobile Marketing, Advertising, Marketing, Email Marketing, Online Marketing, Integrated Marketing, Direct Marketing, Brand Development, Web Marketing, Salesforce.com, Marketing Research, Creative Strategy, Content Strategy
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor of Arts, Professional Strategic Communications
Cretin-Derham Hall 2002 — 2006
Heidi Konkel Heidi Konkel's FAF Advisors Experience April 2010 - December 2010
Job Digital Art Director at Gabriel deGrood Bendt
Industry Design
Experience
Gabriel deGrood Bendt September 2010 - Present
FAF Advisors April 2010 - December 2010
One Yoga: A Nonprofit Organization October 2009 - May 2010
Concordia University Wisconsin Career Services September 2007 - May 2009
Skills
Adobe Creative Suite, Dreamweaver, Graphic Design, Mac, Marketing, Advertising, Digital Marketing, Flash, Microsoft Office, Creative Direction, Illustrator, Web Design, Photoshop, Final Cut Pro, Layout, InDesign, After Effects, Newsletters, Interaction Design, User Experience
Education
The Art Institutes International-Minnesota 2009 — 2010
Associates, Applied Science degree, Web Design & Interactive Media
Concordia University-Wisconsin 2006 — 2009
Bachelors, Arts degree, Fine Art; Graphic Design Emphasis, Marketing
Gabriel deGrood Bendt September 2010 - Present
FAF Advisors April 2010 - December 2010
One Yoga: A Nonprofit Organization October 2009 - May 2010
Concordia University Wisconsin Career Services September 2007 - May 2009
Skills
Adobe Creative Suite, Dreamweaver, Graphic Design, Mac, Marketing, Advertising, Digital Marketing, Flash, Microsoft Office, Creative Direction, Illustrator, Web Design, Photoshop, Final Cut Pro, Layout, InDesign, After Effects, Newsletters, Interaction Design, User Experience
Education
The Art Institutes International-Minnesota 2009 — 2010
Associates, Applied Science degree, Web Design & Interactive Media
Concordia University-Wisconsin 2006 — 2009
Bachelors, Arts degree, Fine Art; Graphic Design Emphasis, Marketing
Andy Haas Andy Haas's FAF Advisors Experience June 2006 - December 2010
Job Senior Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors June 2006 - December 2010
U.S. Bank January 1997 - June 2006
Skills
Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Asset Management, Investments, Wealth Management, Securities, Hedge Funds, Investment Advisory, Bonds, Investment Management
Education
Truman State University 1992 — 1996
BA, Finance, General
Nuveen Investments January 2011 - Present
FAF Advisors June 2006 - December 2010
U.S. Bank January 1997 - June 2006
Skills
Portfolio Management, Investment Strategies, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Fixed Income, Equities, Asset Management, Investments, Wealth Management, Securities, Hedge Funds, Investment Advisory, Bonds, Investment Management
Education
Truman State University 1992 — 1996
BA, Finance, General
Mark Jordahl Mark Jordahl's FAF Advisors Experience 2001 - 2007
Job President, Wealth Management Group at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2007 - Present
FAF Advisors 2001 - 2007
ING U.S. Investment Management 2000 - 2001
Education
Concordia College 1978 — 1982
Bachelor of Arts (B.A.), English, Political Science
University of Minnesota-Twin Cities
Master of Business Administration (MBA), Finance, General
U.S. Bank 2007 - Present
FAF Advisors 2001 - 2007
ING U.S. Investment Management 2000 - 2001
Education
Concordia College 1978 — 1982
Bachelor of Arts (B.A.), English, Political Science
University of Minnesota-Twin Cities
Master of Business Administration (MBA), Finance, General
Brian Lande, CFA Brian Lande, CFA's FAF Advisors Experience December 2005 - April 2007
Job Research Analyst at Waycrosse Inc
Industry Financial Services
Experience
Waycrosse, Inc March 2011 - Present
US Bank - Wealth Management April 2007 - March 2011
FAF Advisors December 2005 - April 2007
Skills
Analysis, Microsoft Excel, Investments, Strategic Financial..., Corporate Finance, Economics, Credit, Customer Service, Finance
Education
St. Olaf College 2000 — 2004
BA, Economics, Management Studies
Waycrosse, Inc March 2011 - Present
US Bank - Wealth Management April 2007 - March 2011
FAF Advisors December 2005 - April 2007
Skills
Analysis, Microsoft Excel, Investments, Strategic Financial..., Corporate Finance, Economics, Credit, Customer Service, Finance
Education
St. Olaf College 2000 — 2004
BA, Economics, Management Studies
Sarah Swingley Sarah Swingley's FAF Advisors Experience March 2007 - October 2009
Job Project Manager at Artspace Projects, Inc.
Industry Architecture & Planning
Experience
Artspace Projects February 2011 - Present
NorthPoint Health & Wellness Center September 2010 - January 2011
State & Local Policy Program, University of Minnesota June 2010 - October 2010
Catalyst Community Partners March 2010 - September 2010
FAF Advisors March 2007 - October 2009
Fiduciary Counseling, Inc. February 2001 - March 2007
Wells Fargo Bank August 2000 - February 2001
IT Center for Educational Programs, University of Minnesota September 1998 - August 2000
Skills
Non-profits
Education
Humphrey School of Public Affairs - U of MN 2009 — 2011
Master of Urban & Regional Planning
University of Minnesota - Carlson School of Management 1996 — 2000
BSB, Finance
Artspace Projects February 2011 - Present
NorthPoint Health & Wellness Center September 2010 - January 2011
State & Local Policy Program, University of Minnesota June 2010 - October 2010
Catalyst Community Partners March 2010 - September 2010
FAF Advisors March 2007 - October 2009
Fiduciary Counseling, Inc. February 2001 - March 2007
Wells Fargo Bank August 2000 - February 2001
IT Center for Educational Programs, University of Minnesota September 1998 - August 2000
Skills
Non-profits
Education
Humphrey School of Public Affairs - U of MN 2009 — 2011
Master of Urban & Regional Planning
University of Minnesota - Carlson School of Management 1996 — 2000
BSB, Finance
Todd Sorensen Todd Sorensen's FAF Advisors Experience May 2003 - January 2007
Job System Engineer at Dorsey & Whitney LLP
Industry Information Technology and Services
Experience
Dorsey & Whitney LLP May 2014 - Present
Best Buy December 2012 - May 2014
Randstad Technologies US September 2012 - December 2012
Wells Fargo September 2011 - September 2012
Old Republic Title Company August 2008 - September 2011
Northrop Grumman June 2008 - August 2008
Promotion Resource Alliance, Inc. January 2007 - June 2008
FAF Advisors May 2003 - January 2007
compuware corporation 2000 - 2003
PriceWaterhouseCoopers 1997 - July 1999
Skills
Citrix, Windows Server, Windows 7, Netscaler, Dell PowerEdge Servers, Citrix Metaframe, 2008 R2, Windows, Virtualization, Disaster Recovery, Cloud Computing, Active Directory, VMware ESX, VMware, Technical Support, Data Center, Windows Vista, vSphere, Servers
Education
Colby-Sawyer College 1993 — 1997
Sports Medicine
Dorsey & Whitney LLP May 2014 - Present
Best Buy December 2012 - May 2014
Randstad Technologies US September 2012 - December 2012
Wells Fargo September 2011 - September 2012
Old Republic Title Company August 2008 - September 2011
Northrop Grumman June 2008 - August 2008
Promotion Resource Alliance, Inc. January 2007 - June 2008
FAF Advisors May 2003 - January 2007
compuware corporation 2000 - 2003
PriceWaterhouseCoopers 1997 - July 1999
Skills
Citrix, Windows Server, Windows 7, Netscaler, Dell PowerEdge Servers, Citrix Metaframe, 2008 R2, Windows, Virtualization, Disaster Recovery, Cloud Computing, Active Directory, VMware ESX, VMware, Technical Support, Data Center, Windows Vista, vSphere, Servers
Education
Colby-Sawyer College 1993 — 1997
Sports Medicine
Jay E. Pluimer's FAF Advisors Experience April 2007 - October 2010
Job Managing Director at Summit Creek Advisors
Industry Investment Management
Experience
Summit Creek Advisors October 2010 - Present
FAF Advisors April 2007 - October 2010
Stanton Group April 2003 - April 2007
Jeffrey Slocum & Associates September 2000 - April 2003
Investment Advisors, Inc. 1992 - 1997
Skills
Investments, Equities, Asset Management, Hedge Funds, Portfolio Management, Institutional, Asset Allocation, Alternative Investments, Due Diligence, Pensions, Customer Relations, Risk Management, Wealth Management, Series 7, Research, Mutual Funds, Endowments, Client Service, 401k, Investment Policy, Fund Of Funds, Financial Advisory, Private Equity
Education
University of St. Thomas 1996 — 1997
Lawrence University 1988 — 1992
Bachelor of Arts, History
Summit Creek Advisors October 2010 - Present
FAF Advisors April 2007 - October 2010
Stanton Group April 2003 - April 2007
Jeffrey Slocum & Associates September 2000 - April 2003
Investment Advisors, Inc. 1992 - 1997
Skills
Investments, Equities, Asset Management, Hedge Funds, Portfolio Management, Institutional, Asset Allocation, Alternative Investments, Due Diligence, Pensions, Customer Relations, Risk Management, Wealth Management, Series 7, Research, Mutual Funds, Endowments, Client Service, 401k, Investment Policy, Fund Of Funds, Financial Advisory, Private Equity
Education
University of St. Thomas 1996 — 1997
Lawrence University 1988 — 1992
Bachelor of Arts, History
Lauri Brunner Lauri Brunner's FAF Advisors Experience 2004 - 2007
Job Sr. Equity Analyst at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans June 2007 - Present
FAF Advisors 2004 - 2007
RBC Capital Markets 1993 - 2004
Skills
Equity Research Analysis, Asset Management, Financial Modeling, Financial Analysis, Bloomberg, Equity Valuation, Competitive Analysis, Equity Capital Markets, Mutual Funds, Series 7, Portfolio Management, Investment Advisory, Investment Management, Asset Allocation, Series 63, Investment Strategies, Funding, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Securities, Wealth Management, FINRA, Investment Banking, Bonds, Private Equity, Financial Markets, Investor Relations, Equity Trading, Emerging Markets, DCF, Trading, Financial Advisory, Corporate Finance, Derivatives, Business Valuation, Due Diligence, Stock Picking
Education
University of St. Thomas 1997 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Minnesota State University, Mankato 1986 — 1990
Bachelor of Science (BS), Marketing/Marketing Management, General
Montevideo Senior High School
Thrivent Financial for Lutherans June 2007 - Present
FAF Advisors 2004 - 2007
RBC Capital Markets 1993 - 2004
Skills
Equity Research Analysis, Asset Management, Financial Modeling, Financial Analysis, Bloomberg, Equity Valuation, Competitive Analysis, Equity Capital Markets, Mutual Funds, Series 7, Portfolio Management, Investment Advisory, Investment Management, Asset Allocation, Series 63, Investment Strategies, Funding, Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Securities, Wealth Management, FINRA, Investment Banking, Bonds, Private Equity, Financial Markets, Investor Relations, Equity Trading, Emerging Markets, DCF, Trading, Financial Advisory, Corporate Finance, Derivatives, Business Valuation, Due Diligence, Stock Picking
Education
University of St. Thomas 1997 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Minnesota State University, Mankato 1986 — 1990
Bachelor of Science (BS), Marketing/Marketing Management, General
Montevideo Senior High School
Kent Friesner's FAF Advisors Experience 2004 - 2005
Job Technology Operations Manager at Target
Industry Information Technology and Services
Experience
Target October 2012 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Link Snacks Inc. June 2009 - April 2011
RBC Wealth Management October 2005 - November 2008
FAF Advisors 2004 - 2005
Deephaven Capital Management 2002 - 2004
Fortis ASR 2000 - 2001
Ajilon 1998 - 2000
Carlson Companies 1998 - 1999
US Filter 1996 - 1997
Skills
Team Leadership, Leadership, Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, SharePoint, Project Management, SAP, Disaster Recovery, Requirements Analysis, Agile Methodologies, ITIL, IT Management, Data Warehousing, IT Strategy, Software Development, Software Project..., Integration, Business Intelligence, Project Portfolio..., Business Process, PMO, Requirements Gathering, Business Process..., Enterprise Architecture
Education
North Hennepin Community College 2008 — 2009
Certificate, Project Management
Minnesota State University, Mankato 1986 — 1992
Bachelor's degree, Busines Finance and Computer Science
Target October 2012 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Link Snacks Inc. June 2009 - April 2011
RBC Wealth Management October 2005 - November 2008
FAF Advisors 2004 - 2005
Deephaven Capital Management 2002 - 2004
Fortis ASR 2000 - 2001
Ajilon 1998 - 2000
Carlson Companies 1998 - 1999
US Filter 1996 - 1997
Skills
Team Leadership, Leadership, Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, SharePoint, Project Management, SAP, Disaster Recovery, Requirements Analysis, Agile Methodologies, ITIL, IT Management, Data Warehousing, IT Strategy, Software Development, Software Project..., Integration, Business Intelligence, Project Portfolio..., Business Process, PMO, Requirements Gathering, Business Process..., Enterprise Architecture
Education
North Hennepin Community College 2008 — 2009
Certificate, Project Management
Minnesota State University, Mankato 1986 — 1992
Bachelor's degree, Busines Finance and Computer Science
Derek Chow Derek Chow's FAF Advisors Experience December 2007 - January 2011
Job Matthews Asia
Industry Investment Management
Experience
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Matthews Asia September 2014 - Present
Voya Investment Management September 2011 - June 2014
FAF Advisors December 2007 - January 2011
Cornerstone Real Estate Funds March 2006 - November 2007
Lincoln Financial Distributors 2003 - 2005
Strong Capital Management 2001 - 2003
Fidelity Investments 1998 - 2001
Nuveen 1991 - 1998
New England Financial 1985 - 1989
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Investments, Asset Managment, Separately Managed..., Asset Allocation, ETFs, Securities, Investment Advisory, Wealth Management, Asset Management, Investment Strategies, Hedge Funds, Equities, Portfolio Management, Investment Management, Retirement Planning, Financial Services, Retirement
Education
Dartmouth College 1980 — 1984
Bachelor's degree, Philosophy and Religious Studies
Jackie Haviland Jackie Haviland's FAF Advisors Experience July 1998 - September 2007
Job Vice President Channel Marketing at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First Amercan Funds September 2007 - December 2010
First American Funds / FAF Advisors September 2007 - December 2010
FAF Advisors July 1998 - September 2007
Skills
Series 7, Financial Services, Wealth Management, Mutual Funds, Investments, Asset Managment, Institutional
Education
University of Iowa 1983 — 1994
MA, English, Mass Communications
Nuveen Investments January 2011 - Present
First Amercan Funds September 2007 - December 2010
First American Funds / FAF Advisors September 2007 - December 2010
FAF Advisors July 1998 - September 2007
Skills
Series 7, Financial Services, Wealth Management, Mutual Funds, Investments, Asset Managment, Institutional
Education
University of Iowa 1983 — 1994
MA, English, Mass Communications
John McVoy John McVoy's FAF Advisors Experience May 2007 - August 2007
Job Senior Vice President, Regulatory Compliance Management & Privacy Officer at Associated BancCorp
Industry Financial Services
Experience
Associated Bank February 2012 - Present
Robert W Baird & Co. June 2010 - February 2012
U.S. Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - August 2008
FAF Advisors May 2007 - August 2007
M&I Institutional Trust Services May 2002 - January 2006
Skills
OFAC, KYC, AML, Securities Regulation, Legal Research, Legal Writing, Regulatory Agencies, Regulatory Examinations, Change Management, Compliance Program..., Corporate Governance, Privacy Law, Internal Audit, Securities, Risk Assessment, Anti Money Laundering, Financial Risk
Education
University of Wisconsin-Eau Claire
Bachelors of Arts, Legal Studies
William Mitchell College of Law
Juris Doctorate, Law
Associated Bank February 2012 - Present
Robert W Baird & Co. June 2010 - February 2012
U.S. Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - August 2008
FAF Advisors May 2007 - August 2007
M&I Institutional Trust Services May 2002 - January 2006
Skills
OFAC, KYC, AML, Securities Regulation, Legal Research, Legal Writing, Regulatory Agencies, Regulatory Examinations, Change Management, Compliance Program..., Corporate Governance, Privacy Law, Internal Audit, Securities, Risk Assessment, Anti Money Laundering, Financial Risk
Education
University of Wisconsin-Eau Claire
Bachelors of Arts, Legal Studies
William Mitchell College of Law
Juris Doctorate, Law
Steven Janke Steven Janke's FAF Advisors Experience December 2004 - January 2006
Job Strategic Consultant GE
Industry Automotive
Experience
GE Capital December 2014 - Present
UnitedHealth Group April 2010 - December 2014
Carlson School of Management August 2007 - May 2009
Thomson FindLaw 2008 - 2008
Galliard Capital Management January 2006 - August 2007
FAF Advisors December 2004 - January 2006
Skills
Financial Analysis, Competitive Analysis, Valuation, Strategy, Analysis, Business Analysis, Finance, Forecasting, Process Improvement, Portfolio Management, Budgets, Business Planning, Management, Business Strategy, Investments, Marketing, Fixed Income, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
St. Cloud State University 2001 — 2004
BS, Finance and Economics
Wayzata High School 1996 — 2000
Diploma
GE Capital December 2014 - Present
UnitedHealth Group April 2010 - December 2014
Carlson School of Management August 2007 - May 2009
Thomson FindLaw 2008 - 2008
Galliard Capital Management January 2006 - August 2007
FAF Advisors December 2004 - January 2006
Skills
Financial Analysis, Competitive Analysis, Valuation, Strategy, Analysis, Business Analysis, Finance, Forecasting, Process Improvement, Portfolio Management, Budgets, Business Planning, Management, Business Strategy, Investments, Marketing, Fixed Income, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA
St. Cloud State University 2001 — 2004
BS, Finance and Economics
Wayzata High School 1996 — 2000
Diploma
Andy Ratwik Andy Ratwik's FAF Advisors Experience February 2005 - December 2009
Job Operational Risk Manager at U.S. Bancorp
Industry Financial Services
Experience
U.S. Bancorp May 2013 - Present
U.S. Bancorp Asset Management, Inc. December 2009 - April 2013
FAF Advisors February 2005 - December 2009
FAF Advisors March 2001 - February 2005
FAF Advisors December 2000 - February 2001
Skills
Financial Services, Mutual Funds, Vendor Management, Cross-functional Team..., Management, Finance, Series 7, Portfolio Management, Securities, Fund Accounting, Banking, Process Improvement, Business Strategy, Investments, Relationship Management, Asset Management, Operational Risk..., Scenario Analysis, Root Cause Analysis, RCSA
Education
St. Olaf College 1991 — 1995
Bachelor of Arts (B.A.)
U.S. Bancorp May 2013 - Present
U.S. Bancorp Asset Management, Inc. December 2009 - April 2013
FAF Advisors February 2005 - December 2009
FAF Advisors March 2001 - February 2005
FAF Advisors December 2000 - February 2001
Skills
Financial Services, Mutual Funds, Vendor Management, Cross-functional Team..., Management, Finance, Series 7, Portfolio Management, Securities, Fund Accounting, Banking, Process Improvement, Business Strategy, Investments, Relationship Management, Asset Management, Operational Risk..., Scenario Analysis, Root Cause Analysis, RCSA
Education
St. Olaf College 1991 — 1995
Bachelor of Arts (B.A.)
Angelica Guzhagin Angelica Guzhagin's FAF Advisors Experience August 2008 - February 2011
Job Sr. Accountant
Industry Accounting
Experience
Select Source International August 2013 - Present
AG Professional Services PC April 2011 - August 2013
FAF Advisors August 2008 - February 2011
Coherent Solutions June 2007 - August 2008
Skills
Bilingual, Microsoft Excel, Microsoft Word, Access, PowerPoint, Essbase, QuickBooks, PeopleSoft, JD Edwards, Quicken, SAARS, US bank AP system, Medisoft, Finance, Accounting, Forecasting, Financial Analysis, Business Analysis
Education
Metropolitan State University 2005 — 2006
Bachelor of Science (B.S.), Accounting
Metropolitan State University 2005 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Normandale Community College 2003 — 2005
Associate of Science (AS), Marketing and Management
Normandale Community College 2003 — 2005
Associate of Arts (AA)
Select Source International August 2013 - Present
AG Professional Services PC April 2011 - August 2013
FAF Advisors August 2008 - February 2011
Coherent Solutions June 2007 - August 2008
Skills
Bilingual, Microsoft Excel, Microsoft Word, Access, PowerPoint, Essbase, QuickBooks, PeopleSoft, JD Edwards, Quicken, SAARS, US bank AP system, Medisoft, Finance, Accounting, Forecasting, Financial Analysis, Business Analysis
Education
Metropolitan State University 2005 — 2006
Bachelor of Science (B.S.), Accounting
Metropolitan State University 2005 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Normandale Community College 2003 — 2005
Associate of Science (AS), Marketing and Management
Normandale Community College 2003 — 2005
Associate of Arts (AA)
David Roll, CFA David Roll, CFA's FAF Advisors Experience January 2003 - March 2005
Job Client Portfolio Manager at Edge Asset Management
Industry Investment Management
Experience
Edge Asset Management, Inc. September 2010 - Present
Morley Financial Services June 2005 - September 2010
FAF Advisors January 2003 - March 2005
Russell Investments 1997 - 2002
Skills
Investments, Equities, Fixed Income, Asset Management, Institutional, Investment Strategies, Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory
Education
University of Puget Sound 1992 — 1996
BA, Finance, Business
Edge Asset Management, Inc. September 2010 - Present
Morley Financial Services June 2005 - September 2010
FAF Advisors January 2003 - March 2005
Russell Investments 1997 - 2002
Skills
Investments, Equities, Fixed Income, Asset Management, Institutional, Investment Strategies, Mutual Funds, Asset Managment, Hedge Funds, Alternative Investments, Financial Services, Asset Allocation, Portfolio Management, Investment Advisory
Education
University of Puget Sound 1992 — 1996
BA, Finance, Business
Arthur Gorr Arthur Gorr's FAF Advisors Experience September 2008 - January 2009
Job Senior Software Engineer at Cachet Financial Solutions
Industry Computer Software
Experience
Cachet Financial Solutions February 2013 - Present
Marketing Architects August 2010 - February 2013
ELCA Board of Pensions October 2009 - August 2010
Gray Matters Software December 2007 - August 2010
EJD Sports May 2009 - October 2009
FAF Advisors September 2008 - January 2009
Fontana Development Group 2009 - 2009
Hill-Rom December 2007 - July 2008
New Boundary Technologies July 1987 - December 2007
General Electric Company July 1980 - December 1985
Skills
ASP.NET MVC, WCF, .NET, C#, Agile Methodologies, TFS, LINQ, Databases, ASP.NET, Visual Studio, Web Services, Web Development, Software Engineering, TDD, RESTful WebServices, Scrum, jQuery, OOP, Web Applications, AJAX, Software Development, HTML, NHibernate, IIS, ADO.NET, Visual Basic, MVC, JavaScript, SQL, Dependency Injection, Unit Testing, XSLT, NUnit, JSON, Microsoft SQL Server, CSS, Subversion, Git, Entity Framework, SQL Server, Design Patterns, Continuous Integration, Agile, Programming, C++, XML, T-SQL, HTML5, Application Development, MongoDB
Education
Santa Clara University
MSME, Mechanical Engineering
University of Vermont
BSME, Mechanical Engineering
Cachet Financial Solutions February 2013 - Present
Marketing Architects August 2010 - February 2013
ELCA Board of Pensions October 2009 - August 2010
Gray Matters Software December 2007 - August 2010
EJD Sports May 2009 - October 2009
FAF Advisors September 2008 - January 2009
Fontana Development Group 2009 - 2009
Hill-Rom December 2007 - July 2008
New Boundary Technologies July 1987 - December 2007
General Electric Company July 1980 - December 1985
Skills
ASP.NET MVC, WCF, .NET, C#, Agile Methodologies, TFS, LINQ, Databases, ASP.NET, Visual Studio, Web Services, Web Development, Software Engineering, TDD, RESTful WebServices, Scrum, jQuery, OOP, Web Applications, AJAX, Software Development, HTML, NHibernate, IIS, ADO.NET, Visual Basic, MVC, JavaScript, SQL, Dependency Injection, Unit Testing, XSLT, NUnit, JSON, Microsoft SQL Server, CSS, Subversion, Git, Entity Framework, SQL Server, Design Patterns, Continuous Integration, Agile, Programming, C++, XML, T-SQL, HTML5, Application Development, MongoDB
Education
Santa Clara University
MSME, Mechanical Engineering
University of Vermont
BSME, Mechanical Engineering
Ann Schulte Ann Schulte's FAF Advisors Experience 2004 - 2006
Job Managing Director | Healthcare Strategist
Industry Medical Devices
Experience
Red Team Associates 2015 - Present
Schulte Advisors LLC 2014 - Present
St. Jude Medical 2013 - 2014
Medtronic 2009 - 2013
Cornerstone Capital Management 2006 - 2008
FAF Advisors 2004 - 2006
St Paul Companies 1995 - 2004
Skills
Strategy, Medical Devices, Strategic Planning, Business Development, Cross-functional Team..., Financial Analysis, Market Analysis, Competitive Analysis, Market Research, Healthcare, Presenter, Public Speaking, Competitive Intelligence, Articulate Presenter, Portfolio Management, Leadership, Financial Modeling, Mergers & Acquisitions, Product Development, Valuation, Due Diligence, Acquisition Integration, Investments, Equity Research, Financial Accounting, Investor Relations, Emerging Markets, Global Marketing, Venture Capital, Corporate Development, Strategic Partnerships, International Business, Executive Management
Education
State University of New York at Buffalo - School of Management
BS, Accounting
University of Minnesota - Carlson School of Management
MBA
Red Team Associates 2015 - Present
Schulte Advisors LLC 2014 - Present
St. Jude Medical 2013 - 2014
Medtronic 2009 - 2013
Cornerstone Capital Management 2006 - 2008
FAF Advisors 2004 - 2006
St Paul Companies 1995 - 2004
Skills
Strategy, Medical Devices, Strategic Planning, Business Development, Cross-functional Team..., Financial Analysis, Market Analysis, Competitive Analysis, Market Research, Healthcare, Presenter, Public Speaking, Competitive Intelligence, Articulate Presenter, Portfolio Management, Leadership, Financial Modeling, Mergers & Acquisitions, Product Development, Valuation, Due Diligence, Acquisition Integration, Investments, Equity Research, Financial Accounting, Investor Relations, Emerging Markets, Global Marketing, Venture Capital, Corporate Development, Strategic Partnerships, International Business, Executive Management
Education
State University of New York at Buffalo - School of Management
BS, Accounting
University of Minnesota - Carlson School of Management
MBA
Jeff Boldt Jeff Boldt's FAF Advisors Experience 2005 - 2011
Job Senior Fund Accountant/Financial Analyst
Industry Financial Services
Experience
Securian Financial Group 2013 - Present
Advantus Capital Management 2011 - 2013
FAF Advisors 2005 - 2011
Skills
Real Estate Transactions, Investments, Performance Measurement, Performance Testing, Financial Analysis, Financial Reporting, Microsoft Excel, Project Management, Valuation, Trading Systems, Bloomberg, Financial Modeling, Derivatives, SEC, Securities, Fixed Income, Equities
Education
University of Minnesota-Twin Cities 2002 — 2005
Bachelor of Science (BS), Economics & Business Marketing
Securian Financial Group 2013 - Present
Advantus Capital Management 2011 - 2013
FAF Advisors 2005 - 2011
Skills
Real Estate Transactions, Investments, Performance Measurement, Performance Testing, Financial Analysis, Financial Reporting, Microsoft Excel, Project Management, Valuation, Trading Systems, Bloomberg, Financial Modeling, Derivatives, SEC, Securities, Fixed Income, Equities
Education
University of Minnesota-Twin Cities 2002 — 2005
Bachelor of Science (BS), Economics & Business Marketing
Marta Haynes, MBA Marta Haynes, MBA's FAF Advisors Experience May 2003 - July 2008
Job IBM Analytics, Various Roles at IBM
Industry Information Technology and Services
Experience
Carlson Executive Education, University of Minnesota September 2015 - Present
IBM June 2013 - Present
Nuveen Investments June 2012 - August 2012
Tech Coast Angels March 2012 - May 2012
FAF Advisors May 2003 - July 2008
Jeffrey Slocum & Associates December 2002 - May 2003
3M July 2001 - August 2002
Skills
Highly Analytical, Investments, Asset Management, Fixed Income, Financial Analysis, Analysis, Excel, Portfolio Management, Due Diligence, Operational Due..., Management Due Diligence, Healthcare, Medical Devices, SWOT analysis, Venture Capital, Start-up Consulting, Early-stage Startups, Start-up Ventures, International..., Strategic Consulting, Strategic Leadership, Cross-functional Team..., Microsoft Excel, Forecasting, Asset Managment, Strategic Planning, Leadership, Competitive Analysis, Management, Management Consulting, Program Management, Finance, Data Analysis, Business Planning, Training, Financial Services, Marketing, Accounting, Sales, Consulting, Financial Modeling
Education
University of San Diego 2011 — 2013
International MBA, Investments & Finance
St. Catherine University 2008 — 2009
Graduate Level Certificate, Holistic Health Studies
St. Olaf College 1997 — 2001
B.A., Economics & Women's Studies
Carlson Executive Education, University of Minnesota September 2015 - Present
IBM June 2013 - Present
Nuveen Investments June 2012 - August 2012
Tech Coast Angels March 2012 - May 2012
FAF Advisors May 2003 - July 2008
Jeffrey Slocum & Associates December 2002 - May 2003
3M July 2001 - August 2002
Skills
Highly Analytical, Investments, Asset Management, Fixed Income, Financial Analysis, Analysis, Excel, Portfolio Management, Due Diligence, Operational Due..., Management Due Diligence, Healthcare, Medical Devices, SWOT analysis, Venture Capital, Start-up Consulting, Early-stage Startups, Start-up Ventures, International..., Strategic Consulting, Strategic Leadership, Cross-functional Team..., Microsoft Excel, Forecasting, Asset Managment, Strategic Planning, Leadership, Competitive Analysis, Management, Management Consulting, Program Management, Finance, Data Analysis, Business Planning, Training, Financial Services, Marketing, Accounting, Sales, Consulting, Financial Modeling
Education
University of San Diego 2011 — 2013
International MBA, Investments & Finance
St. Catherine University 2008 — 2009
Graduate Level Certificate, Holistic Health Studies
St. Olaf College 1997 — 2001
B.A., Economics & Women's Studies
Jon Throndson Jon Throndson's FAF Advisors Experience October 2007 - December 2010
Job AVP Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Nuveen Investments July 2013 - Present
Nuveen Investments January 2011 - Present
FAF Advisors October 2007 - December 2010
Raymond James Financial Inc. March 2005 - October 2007
Edward Jones November 2001 - March 2005
Morgan Stanley October 2000 - November 2001
The Schwan Food Company January 1995 - October 2000
Skills
Series 7, Separately Managed..., Mutual Funds, Series 66, Series 63, Asset Allocation, Series 65, Alternative Investments, Securities, Wealth Management, Investment Advisory, Investment Strategies, Uniform Combined State..., Investments
Education
Capella University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, Specialization in Finance
University of Northern Iowa 1989 — 1990
Finance
Darlene Wellman Darlene Wellman's FAF Advisors Experience June 2008 - January 2011
Job Legal Services Professional
Industry Legal Services
Experience
Rust Consulting (Manpower Group) April 2013 - February 2014
Fiserv (Randstad Staffing) August 2012 - December 2012
FAF Advisors June 2008 - January 2011
Billy Graham Evangelistic Association September 1988 - June 2003
Thrivent Financial (previously Lutheran Brotherhood) October 1983 - September 1988
Skills
Administrative Office..., Receptionist Duties, Customer Service..., Call Center, Word Processing, Data Entry, Transcription, Numeric Filing, Heavy Calendaring, Microsoft Office, Lotus Notes, ISIS, QuickBooks, Photocopier, Fax, Supply Ordering, Mail Sorting, Paging
Education
Anoka Ramsey Community College
Associate of Arts, General Studies
Anoka Technical College
Diploma, Office Occupations
Rust Consulting (Manpower Group) April 2013 - February 2014
Fiserv (Randstad Staffing) August 2012 - December 2012
FAF Advisors June 2008 - January 2011
Billy Graham Evangelistic Association September 1988 - June 2003
Thrivent Financial (previously Lutheran Brotherhood) October 1983 - September 1988
Skills
Administrative Office..., Receptionist Duties, Customer Service..., Call Center, Word Processing, Data Entry, Transcription, Numeric Filing, Heavy Calendaring, Microsoft Office, Lotus Notes, ISIS, QuickBooks, Photocopier, Fax, Supply Ordering, Mail Sorting, Paging
Education
Anoka Ramsey Community College
Associate of Arts, General Studies
Anoka Technical College
Diploma, Office Occupations
Jessica Rausch, MBA Jessica Rausch, MBA's FAF Advisors Experience August 2010 - May 2011
Job Consultant at InvestTech Systems Consulting
Industry Financial Services
Experience
InvestTech Systems Consulting March 2014 - Present
Nuveen Investments May 2011 - March 2014
FAF Advisors August 2010 - May 2011
Nash Finch Company August 2003 - December 2010
Skills
Investment Management..., Asset Management, Consulting, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, Strategic Financial..., Business Analysis, Solution Implementation, Project Management, Employee Training, Back Office, Coric, Portia, Business Requirements, Gap Analysis, User Acceptance Testing, System Testing, Regression Testing, Process Improvement, Problem Solving, Accounting, Data Management, Valuation, Corporate Finance, Investments, Mutual Funds, Securities, Equity, Fixed Income, Derivatives, Financial Services, Analysis, Bloomberg, Microsoft SQL Server, Access, Microsoft Excel, MBA, Financial Planning
Education
Minnesota State University, Mankato
MBA, Master's of Business Administration
Northern State University
B.S., Finance, Management
InvestTech Systems Consulting March 2014 - Present
Nuveen Investments May 2011 - March 2014
FAF Advisors August 2010 - May 2011
Nash Finch Company August 2003 - December 2010
Skills
Investment Management..., Asset Management, Consulting, Financial Reporting, Financial Analysis, Data Analysis, Risk Management, Strategic Financial..., Business Analysis, Solution Implementation, Project Management, Employee Training, Back Office, Coric, Portia, Business Requirements, Gap Analysis, User Acceptance Testing, System Testing, Regression Testing, Process Improvement, Problem Solving, Accounting, Data Management, Valuation, Corporate Finance, Investments, Mutual Funds, Securities, Equity, Fixed Income, Derivatives, Financial Services, Analysis, Bloomberg, Microsoft SQL Server, Access, Microsoft Excel, MBA, Financial Planning
Education
Minnesota State University, Mankato
MBA, Master's of Business Administration
Northern State University
B.S., Finance, Management
Shelly (Rochelle) Genetti's FAF Advisors Experience 2004 - Present
Job Managing Director at US Bancorp Asset Management
Industry Investment Management
Experience
US Bank: US Bancorp Asset Management, First American Funds 2011 - Present
FAF Advisors 2004 - Present
Us Bancorp Piper Jaffray Asset Management 1999 - Present
US Bank Retail Payment Services 1989 - 1999
Skills
Mutual Funds, Money Market, Investments, Bonds, Asset Management, Banking, Portfolio Management, Management, Financial Services, Securities, Risk Management, Relationship Management, Fixed Income, Equities, Product Development, Product Marketing, Product Management
Education
Metropolitan State University
Bachelor of Arts (B.A.), Major: English Language and Literature, Minor: Marketing
US Bank: US Bancorp Asset Management, First American Funds 2011 - Present
FAF Advisors 2004 - Present
Us Bancorp Piper Jaffray Asset Management 1999 - Present
US Bank Retail Payment Services 1989 - 1999
Skills
Mutual Funds, Money Market, Investments, Bonds, Asset Management, Banking, Portfolio Management, Management, Financial Services, Securities, Risk Management, Relationship Management, Fixed Income, Equities, Product Development, Product Marketing, Product Management
Education
Metropolitan State University
Bachelor of Arts (B.A.), Major: English Language and Literature, Minor: Marketing
Jim Folwell Jim Folwell's FAF Advisors Experience October 2009 - January 2011
Job SVP Director of Business Development, DCIO and Strategic Platforms at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Nuveen Investments January 2011 - Present
FAF Advisors October 2009 - January 2011
State Street Global Advisors May 2008 - January 2009
Pioneer Investments April 2006 - May 2008
Pioneer Investments November 2003 - April 2006
Cerulli Associates April 1999 - October 2002
Fidelity Investments June 1998 - April 1999
MFS Investment Management 1990 - 1998
Skills
Competitive Analysis, Investments, Financial Services, Strategy, Series 7, Mutual Funds, Business Strategy, Consulting, Asset Management, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 1992 — 1997
MBA, Finance, Research, and Strategic Planning
Florida State University 1987 — 1989
BS, Management
Clearwater High
Mark Gierach Mark Gierach's FAF Advisors Experience March 2006 - November 2007
Job Principal at Balanced Capital Management, LLC
Industry Investment Management
Experience
Balanced Capital Management, LLC November 2012 - Present
Telluride Asset Management November 2007 - August 2012
FAF Advisors March 2006 - November 2007
Goldman Sachs April 2002 - August 2004
Goldman Sachs March 2000 - April 2002
Northern Trust Corporation March 1999 - March 2000
Skills
Volatility, Risk Management, Portfolio Management, Financial Risk, Asset Allocation, Options, Derivatives, Hedge Funds, Equities, Commodity, Fixed Income, Investments, Securities, Financial Modeling, Alternative Investments, Investment Management, Trading, Asset Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
Carroll University 1997 — 1998
BS
DePaul University 1994 — 1996
Attended
Germantown High School 1990 — 1994
Balanced Capital Management, LLC November 2012 - Present
Telluride Asset Management November 2007 - August 2012
FAF Advisors March 2006 - November 2007
Goldman Sachs April 2002 - August 2004
Goldman Sachs March 2000 - April 2002
Northern Trust Corporation March 1999 - March 2000
Skills
Volatility, Risk Management, Portfolio Management, Financial Risk, Asset Allocation, Options, Derivatives, Hedge Funds, Equities, Commodity, Fixed Income, Investments, Securities, Financial Modeling, Alternative Investments, Investment Management, Trading, Asset Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
Carroll University 1997 — 1998
BS
DePaul University 1994 — 1996
Attended
Germantown High School 1990 — 1994
Karl Seisler's FAF Advisors Experience January 2009 - January 2011
Job Technical Architect at U.S Bancorp Asset Management
Industry Information Technology and Services
Experience
U.S Bancorp Asset Management October 2012 - Present
US Bancorp Asset Management, Inc. January 2011 - October 2012
FAF Advisors January 2009 - January 2011
Merrill Corporation 1998 - 2008
The Pillsbury Company 1989 - 1998
Davis Thomas and Associates 1987 - 1989
Apache Corporation 1982 - 1987
Skills
SQL, Microsoft SQL Server, Visio, SDLC, Technical Architecture, Oracle, Enterprise Architecture, Charles River IMS, databases, Sybase Adaptive Server, Database Design, Architecture, DB2, Database Administration, Management, Performance Tuning, Project Management, Software Design, Software Development, System Administration, Databases, Architectures
Education
Minnesota State University, Mankato 1979 — 1982
BS
U.S Bancorp Asset Management October 2012 - Present
US Bancorp Asset Management, Inc. January 2011 - October 2012
FAF Advisors January 2009 - January 2011
Merrill Corporation 1998 - 2008
The Pillsbury Company 1989 - 1998
Davis Thomas and Associates 1987 - 1989
Apache Corporation 1982 - 1987
Skills
SQL, Microsoft SQL Server, Visio, SDLC, Technical Architecture, Oracle, Enterprise Architecture, Charles River IMS, databases, Sybase Adaptive Server, Database Design, Architecture, DB2, Database Administration, Management, Performance Tuning, Project Management, Software Design, Software Development, System Administration, Databases, Architectures
Education
Minnesota State University, Mankato 1979 — 1982
BS
Lynn Paulson's FAF Advisors Experience May 2003 - September 2004
Job Open to new Opportunities
Industry Financial Services
Experience
Leuthold Weeden Capital Management May 2010 - November 2013
Tonkawa 2006 - 2010
FAF Advisors, Inc./U.S. Bancorp 2003 - 2006
FAF Advisors May 2003 - September 2004
Paladin Investments 1999 - 2003
Investment Advisors Inc. 1999 - 2001
Cherne Contracting 1991 - 1992
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Equities, Bloomberg
Education
Metropolitan State University 2001 — 2010
Leuthold Weeden Capital Management May 2010 - November 2013
Tonkawa 2006 - 2010
FAF Advisors, Inc./U.S. Bancorp 2003 - 2006
FAF Advisors May 2003 - September 2004
Paladin Investments 1999 - 2003
Investment Advisors Inc. 1999 - 2001
Cherne Contracting 1991 - 1992
Skills
Asset Managment, Fixed Income, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Equities, Bloomberg
Education
Metropolitan State University 2001 — 2010
Adam R. Eskierka's FAF Advisors Experience February 2008 - August 2008
Job Human Resources Specialist at U.S. Department of Army
Industry Military
Experience
U.S. Department of Army September 2014 - Present
United States Army Reserve June 2014 - Present
The Columns Resource Group of Northwestern Mutual March 2013 - June 2014
United States Army Reserve February 2013 - June 2014
United States Army Reserve November 2011 - January 2013
United States Army Reserve January 2011 - November 2011
United States Army Reserve January 2010 - December 2010
The Columns Resource Group of Northwestern Mutual October 2008 - June 2009
FAF Advisors February 2008 - August 2008
CB Richard Ellis August 2005 - February 2008
Skills
Financial Analysis, Management, Financial Reporting, Process Improvement, Accounting, Customer Service, Microsoft Word, Accounts Payable, Team Leadership, Strategic Planning, Microsoft Excel, Access, Time Management, Microsoft Office, Account Reconciliation, Outlook, PowerPoint, Cash Management, Budgets, Strategic Financial..., Finance, Leadership
Education
University of Minnesota Duluth 2000 — 2005
Bachelors, Accounting
Stillwater Area High School 1997 — 2000
Diploma
U.S. Department of Army September 2014 - Present
United States Army Reserve June 2014 - Present
The Columns Resource Group of Northwestern Mutual March 2013 - June 2014
United States Army Reserve February 2013 - June 2014
United States Army Reserve November 2011 - January 2013
United States Army Reserve January 2011 - November 2011
United States Army Reserve January 2010 - December 2010
The Columns Resource Group of Northwestern Mutual October 2008 - June 2009
FAF Advisors February 2008 - August 2008
CB Richard Ellis August 2005 - February 2008
Skills
Financial Analysis, Management, Financial Reporting, Process Improvement, Accounting, Customer Service, Microsoft Word, Accounts Payable, Team Leadership, Strategic Planning, Microsoft Excel, Access, Time Management, Microsoft Office, Account Reconciliation, Outlook, PowerPoint, Cash Management, Budgets, Strategic Financial..., Finance, Leadership
Education
University of Minnesota Duluth 2000 — 2005
Bachelors, Accounting
Stillwater Area High School 1997 — 2000
Diploma
John McVoy's FAF Advisors Experience May 2007 - August 2007
Job Assistant Vice President, AML Compliance Officer
Industry Investment Management
Experience
Robert W. Baird & Co. June 2010 - Present
US Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - July 2008
FAF Advisors May 2007 - August 2007
Marshall and Ilsley Corporation 2002 - 2006
Education
William Mitchell College of Law 2006 — 2009
Law
University of Wisconsin-Eau Claire 2002 — 2006
B.A.
Robert W. Baird & Co. June 2010 - Present
US Bank July 2008 - June 2010
William Mitchell College of Law January 2008 - July 2008
FAF Advisors May 2007 - August 2007
Marshall and Ilsley Corporation 2002 - 2006
Education
William Mitchell College of Law 2006 — 2009
Law
University of Wisconsin-Eau Claire 2002 — 2006
B.A.
Jacob Fitzpatrick's FAF Advisors Experience 2007 - 2011
Job Fixed Income Associate at Allianz Investment Management
Industry Financial Services
Experience
Allianz Group 2011 - Present
FAF Advisors 2007 - 2011
FAF Advisors 2005 - 2007
Skills
Fixed Income, Securities, Portfolio Management, Investments, Financial Modeling, Structured Products, Investment Strategies, Credit Analysis, Trading, Investment Management, Mutual Funds, Financial Services, Bonds, Equities, Intex, Intex Desktop, Irish History, Asset Management
Education
University of Minnesota - College of Science and Engineering 2011 — 2016
Master of Science (M.S.), Financial Mathematics
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance
Allianz Group 2011 - Present
FAF Advisors 2007 - 2011
FAF Advisors 2005 - 2007
Skills
Fixed Income, Securities, Portfolio Management, Investments, Financial Modeling, Structured Products, Investment Strategies, Credit Analysis, Trading, Investment Management, Mutual Funds, Financial Services, Bonds, Equities, Intex, Intex Desktop, Irish History, Asset Management
Education
University of Minnesota - College of Science and Engineering 2011 — 2016
Master of Science (M.S.), Financial Mathematics
University of Minnesota - Carlson School of Management
Bachelor of Science (B.S.), Finance
Jon Loth's FAF Advisors Experience August 2007 - Present
Job CoManager, Small Cap Growth at Nuveen Asset Management
Industry Financial Services
Experience
Nuveen Asset Management 2010 - Present
FAF Advisors August 2007 - Present
Skills
Factset, Small Cap
Education
University of Minnesota - Carlson School of Management 1987 — 1991
Nuveen Asset Management 2010 - Present
FAF Advisors August 2007 - Present
Skills
Factset, Small Cap
Education
University of Minnesota - Carlson School of Management 1987 — 1991
Marin Komlan's FAF Advisors Experience 2008 - December 2010
Job Fixed Income Research Analyst at US Bancorp Asset Management, Inc.
Industry Investment Management
Experience
US Bancorp Asset Management, Inc. July 2012 - Present
US Bancorp Asset Management, Inc. January 2011 - June 2012
FAF Advisors 2008 - December 2010
U.S. Bank June 2006 - February 2008
Skills
Data Analysis, Microsoft Office, Financial Analysis, Credit Research, Corporate Credit, Quantitative Finance, Municipal Bonds, Trading Operations, Strategic Planning, Microsoft Excel, Fixed Income, Credit
Education
University of Minnesota-Twin Cities
Master's Degree, Financial Mathematics
Bellevue University 2000 — 2002
BS, Business Administration/Finance
US Bancorp Asset Management, Inc. July 2012 - Present
US Bancorp Asset Management, Inc. January 2011 - June 2012
FAF Advisors 2008 - December 2010
U.S. Bank June 2006 - February 2008
Skills
Data Analysis, Microsoft Office, Financial Analysis, Credit Research, Corporate Credit, Quantitative Finance, Municipal Bonds, Trading Operations, Strategic Planning, Microsoft Excel, Fixed Income, Credit
Education
University of Minnesota-Twin Cities
Master's Degree, Financial Mathematics
Bellevue University 2000 — 2002
BS, Business Administration/Finance
Scott Sedlak's FAF Advisors Experience
Job Senior Analyst at FAF Advisors
Industry Investment Management
Experience
FAF Advisors
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg
Education
Truman State University 1995 — 1999
FAF Advisors
Skills
Financial Modeling, Valuation, Equity Research, Equities, Bloomberg
Education
Truman State University 1995 — 1999
Eric Deiman's FAF Advisors Experience August 2008 - October 2008
Job Senior Software Engineer, Senior Software Developer
Industry Computer Software
Experience
Best Buy March 2015 - June 2015
Horizontal Integration March 2015 - June 2015
Sign Zone, Inc October 2014 - December 2014
Robert Half Technology July 2014 - December 2014
Fish and Richardson July 2014 - September 2014
Thomson Reuters July 2012 - July 2014
NRT April 2010 - May 2012
Independent Consultant February 2009 - April 2010
Marzan Interactive November 2008 - February 2009
FAF Advisors August 2008 - October 2008
Skills
.NET, C#, ASP.NET, Agile Methodologies, C++, TCP/IP, AJAX, DHTML, Web Services, JavaScript, Backbone.js, Underscore.js, Marionette.js, MVC 4, Project Management, XML, TFS, Microsoft SQL Server, VB.NET, Web Applications, SDLC, Software Development, HTML
Education
University of Minnesota-Twin Cities
Best Buy March 2015 - June 2015
Horizontal Integration March 2015 - June 2015
Sign Zone, Inc October 2014 - December 2014
Robert Half Technology July 2014 - December 2014
Fish and Richardson July 2014 - September 2014
Thomson Reuters July 2012 - July 2014
NRT April 2010 - May 2012
Independent Consultant February 2009 - April 2010
Marzan Interactive November 2008 - February 2009
FAF Advisors August 2008 - October 2008
Skills
.NET, C#, ASP.NET, Agile Methodologies, C++, TCP/IP, AJAX, DHTML, Web Services, JavaScript, Backbone.js, Underscore.js, Marionette.js, MVC 4, Project Management, XML, TFS, Microsoft SQL Server, VB.NET, Web Applications, SDLC, Software Development, HTML
Education
University of Minnesota-Twin Cities
Katie Bathie's FAF Advisors Experience March 2002 - December 2010
Job Assistant Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
US Bank 2002 - Present
FAF Advisors March 2002 - December 2010
Robert W. Baird & Co. June 2000 - March 2002
Education
Marquette University 1996 — 2000
Nuveen Investments January 2011 - Present
US Bank 2002 - Present
FAF Advisors March 2002 - December 2010
Robert W. Baird & Co. June 2000 - March 2002
Education
Marquette University 1996 — 2000
Ole Koppang, CFA's FAF Advisors Experience July 2005 - June 2007
Job Vice President at Bank of the West/BNP Paribas
Industry Banking
Experience
Norwegian-American Chamber of Commerce - Upper Midwest Chapter January 2015 - Present
Bank of the West/BNP Paribas October 2012 - Present
US Bank March 2010 - October 2012
US Bank July 2007 - March 2010
FAF Advisors July 2005 - June 2007
Skills
Finance, Leveraged Finance, Financial Modeling, LBO, Financial Analysis, Valuation, Portfolio Management, Banking, Middle Market, Investments
Education
University of Minnesota - Carlson School of Management
MBA, Business Administration and Management, General
Macalester College
BA, Economics
Norwegian-American Chamber of Commerce - Upper Midwest Chapter January 2015 - Present
Bank of the West/BNP Paribas October 2012 - Present
US Bank March 2010 - October 2012
US Bank July 2007 - March 2010
FAF Advisors July 2005 - June 2007
Skills
Finance, Leveraged Finance, Financial Modeling, LBO, Financial Analysis, Valuation, Portfolio Management, Banking, Middle Market, Investments
Education
University of Minnesota - Carlson School of Management
MBA, Business Administration and Management, General
Macalester College
BA, Economics
Jonathan D. Mathews, CFA's FAF Advisors Experience June 2000 - September 2000
Job Equity Analyst at Principal Global Equities
Industry Investment Management
Experience
Principal Global Equities July 2003 - Present
RBC Capital Markets July 2002 - July 2003
FAF Advisors June 2000 - September 2000
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BS, Finance & Economics
Principal Global Equities July 2003 - Present
RBC Capital Markets July 2002 - July 2003
FAF Advisors June 2000 - September 2000
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BS, Finance & Economics
Eric Thorson's FAF Advisors Experience January 2006 - December 2010
Job Manager at Vanguard
Industry Financial Services
Experience
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Vanguard December 2011 - Present
Nuveen Investments January 2011 - December 2011
FAF Advisors January 2006 - December 2010
The Willow Group April 2005 - January 2006
Fingerhut Direct Marketing, Inc. June 2003 - April 2005
IBM Global Services (formerly PWC Consulting) June 1999 - January 2003
American Express Financial Advisors 1995 - 1999
Skills
Business Analysis, Process Improvement, Program Management, Risk Management, Project Management, Strategic Planning, Financial Services, Project Delivery, Business Process..., Visio, SDLC, Asset Managment, Asset Management, Portfolio Management, PMP, CRM, Integration
Education
University of Minnesota - Carlson School of Management 2008 — 2012
MBA, Finance and Management
Lawrence University 1990 — 1994
BA, Government
Dave Wilhelm's FAF Advisors Experience December 2008 - April 2009
Job Senior Software Engineer at Smiths Medical
Industry Computer Software
Experience
Smiths Medical January 2011 - Present
Smiths Medical April 2009 - January 2011
FAF Advisors December 2008 - April 2009
Unisys January 1992 - December 2007
Unisys June 1988 - December 1991
Skills
Software Development, Unix, SQL, Security, .NET, Microsoft SQL Server, XML, Databases
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Bachelor of Science, Computer Science, Physics
Smiths Medical January 2011 - Present
Smiths Medical April 2009 - January 2011
FAF Advisors December 2008 - April 2009
Unisys January 1992 - December 2007
Unisys June 1988 - December 1991
Skills
Software Development, Unix, SQL, Security, .NET, Microsoft SQL Server, XML, Databases
Education
University of Illinois at Urbana-Champaign 1971 — 1975
Bachelor of Science, Computer Science, Physics
Torie (Van Buren) Wise's FAF Advisors Experience March 2008 - August 2010
Job Project Manager at U.S. Bancorp Asset Management, Inc.
Industry Information Technology and Services
Experience
U.S. Bancorp Asset Management, Inc. May 2011 - Present
The Willow Group August 2010 - April 2011
FAF Advisors March 2008 - August 2010
M&I Bank June 2007 - March 2008
Skills
Asset Management, Investments, Business Analysis, Trading Systems, Project Implementation, Front Office, SQL, Test Planning, User Acceptance Testing, Integration Testing, Systems Analysis, Project Execution, Project Planning, Workflow Analysis, Business Process...
Education
University of St. Thomas 2010 — 2012
Software Engineering
St. Olaf College 2003 — 2007
Bachelor of Arts, Philosophy
U.S. Bancorp Asset Management, Inc. May 2011 - Present
The Willow Group August 2010 - April 2011
FAF Advisors March 2008 - August 2010
M&I Bank June 2007 - March 2008
Skills
Asset Management, Investments, Business Analysis, Trading Systems, Project Implementation, Front Office, SQL, Test Planning, User Acceptance Testing, Integration Testing, Systems Analysis, Project Execution, Project Planning, Workflow Analysis, Business Process...
Education
University of St. Thomas 2010 — 2012
Software Engineering
St. Olaf College 2003 — 2007
Bachelor of Arts, Philosophy
Jay Alexander, CFA, CAIA's FAF Advisors Experience November 2003 - March 2005
Job Director, Consultant Relations at Standard Life Investments
Industry Investment Management
Experience
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
Standard Life Investments June 2013 - Present
TPG Credit Management May 2011 - December 2012
Eaton Vance May 2010 - May 2011
Columbia Management (Formerly RiverSource Institutional Advisors) June 2006 - May 2010
Ameriprise Financial March 2005 - May 2006
FAF Advisors November 2003 - March 2005
FAF Advisors November 1999 - November 2003
Skills
Alternative Investments, Fixed Income, Asset Managment, Investments, Equities, Hedge Funds, Distressed Debt, Institutional Sales, Consultants, Investment Strategies, Relationship Management, Capital Markets, Asset Allocation, Mutual Funds, Institutional..., Bloomberg, Strategy, Investment Management, Asset Management, Fund Of Funds, Series 7
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Investment Management, Entrepreneurial Studies
University of St. Thomas 1991 — 1995
BA, Finance/Economics
Pamela Layton's FAF Advisors Experience August 2001 - November 2009
Job Head of Marketing at U.S. Bancorp Asset Management, Inc.
Industry Financial Services
Experience
U.S. Bancorp Asset Management, Inc. January 2011 - Present
First American Funds / FAF Advisors September 2009 - December 2010
FAF Advisors August 2001 - November 2009
Skills
Marketing Communications, Mutual Funds, Strategic Communications, Asset Management, Investments, Financial Services, Editing, Strategy, Project Management, Marketing
Education
University of California, Davis
B.A., English
U.S. Bancorp Asset Management, Inc. January 2011 - Present
First American Funds / FAF Advisors September 2009 - December 2010
FAF Advisors August 2001 - November 2009
Skills
Marketing Communications, Mutual Funds, Strategic Communications, Asset Management, Investments, Financial Services, Editing, Strategy, Project Management, Marketing
Education
University of California, Davis
B.A., English
Chris Kane, CIMA®'s FAF Advisors Experience August 1997 - August 2000
Job Internal Wholesaler
Industry Financial Services
Experience
Merion Capital Group September 2010 - Present
Ameriprise Financial March 2009 - September 2010
Ameriprise Financial February 2002 - March 2009
Ameriprise Financial August 2000 - February 2002
FAF Advisors August 1997 - August 2000
Skills
Separately Managed..., Series 7, Series 63, Managed Accounts, Wholesaling, Structured Products, Retirement Planning, Mutual Funds, Investments, Retirement, Financial Services, Asset Allocation, Finance, Wealth Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1988 — 1990
B.S., Nutrition & Dietetics
University of Wisconsin-Eau Claire 1985 — 1988
Merion Capital Group September 2010 - Present
Ameriprise Financial March 2009 - September 2010
Ameriprise Financial February 2002 - March 2009
Ameriprise Financial August 2000 - February 2002
FAF Advisors August 1997 - August 2000
Skills
Separately Managed..., Series 7, Series 63, Managed Accounts, Wholesaling, Structured Products, Retirement Planning, Mutual Funds, Investments, Retirement, Financial Services, Asset Allocation, Finance, Wealth Management, Portfolio Management
Education
University of Minnesota-Twin Cities 1988 — 1990
B.S., Nutrition & Dietetics
University of Wisconsin-Eau Claire 1985 — 1988
Tim Lefor's FAF Advisors Experience July 2005 - August 2007
Job Consultant Project Manager for Veritude at Fidelity Investments
Industry Financial Services
Experience
Veritude November 2009 - Present
Fidelity Investments January 2008 - June 2008
FAF Advisors July 2005 - August 2007
American Express Financial Advisors April 1992 - July 2005
Skills
Vendor Management, Process Improvement
Education
University of St. Thomas 2001 — 2005
Masters, Software Systems
Saint John's University 1987 — 1991
BA, Business Management
Veritude November 2009 - Present
Fidelity Investments January 2008 - June 2008
FAF Advisors July 2005 - August 2007
American Express Financial Advisors April 1992 - July 2005
Skills
Vendor Management, Process Improvement
Education
University of St. Thomas 2001 — 2005
Masters, Software Systems
Saint John's University 1987 — 1991
BA, Business Management
Laurie Fishbein's FAF Advisors Experience December 1997 - December 2010
Job AVP, Real Estate Analyst at Nuveen Investments
Industry Real Estate
Experience
Nuveen Investments January 2011 - Present
FAF Advisors December 1997 - December 2010
Skills
Loans, Real Estate Transactions, Asset Managment, Financial Analysis, Microsoft Excel, Investments, Mortgage Lending, Real Estate Economics, Credit, Finance, Portfolio Management, Due Diligence, Asset Management, Real Estate, Commercial Real Estate
Education
DePaul University 1986 — 1988
M.A., Music
Northwestern University 1977 — 1981
B.A., Music
Nuveen Investments January 2011 - Present
FAF Advisors December 1997 - December 2010
Skills
Loans, Real Estate Transactions, Asset Managment, Financial Analysis, Microsoft Excel, Investments, Mortgage Lending, Real Estate Economics, Credit, Finance, Portfolio Management, Due Diligence, Asset Management, Real Estate, Commercial Real Estate
Education
DePaul University 1986 — 1988
M.A., Music
Northwestern University 1977 — 1981
B.A., Music
Tony Strom's FAF Advisors Experience January 2007 - November 2010
Job at Optum
Industry Hospital & Health Care
Experience
Optum November 2010 - Present
FAF Advisors January 2007 - November 2010
FAF Advisors November 2005 - January 2007
Skills
Analysis, Asset Management, Investments, Microsoft Excel, Portfolio Management, PowerPoint
Education
St. Cloud State University - Herberger Business School 2002 — 2005
BS, Finance
University of Minnesota Duluth 2000 — 2002
Business
Optum November 2010 - Present
FAF Advisors January 2007 - November 2010
FAF Advisors November 2005 - January 2007
Skills
Analysis, Asset Management, Investments, Microsoft Excel, Portfolio Management, PowerPoint
Education
St. Cloud State University - Herberger Business School 2002 — 2005
BS, Finance
University of Minnesota Duluth 2000 — 2002
Business
Nicholas K. Wold's FAF Advisors Experience June 2006 - September 2006
Job Investment Banking Summer Associate at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
UnitedHealth Group September 2013 - July 2014
UnitedHealth Group February 2011 - September 2013
UnitedHealth Group August 2009 - February 2011
Lazard July 2007 - August 2008
FAF Advisors June 2006 - September 2006
US Bank June 2005 - September 2005
Skills
Financial Modeling, Due Diligence, Finance, Investment Banking, Mergers, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Business Valuation, Corporate Development, Corporate Finance, Strategy, Equities, Equity Research, Analysis
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance, General
Colorado College 2003 — 2007
B.A., Economics with Distinction
Richfield Senior High School 1999 — 2003
Bank of America Merrill Lynch June 2015 - Present
UnitedHealth Group September 2013 - July 2014
UnitedHealth Group February 2011 - September 2013
UnitedHealth Group August 2009 - February 2011
Lazard July 2007 - August 2008
FAF Advisors June 2006 - September 2006
US Bank June 2005 - September 2005
Skills
Financial Modeling, Due Diligence, Finance, Investment Banking, Mergers, Financial Analysis, Valuation, Investments, Mergers & Acquisitions, Business Valuation, Corporate Development, Corporate Finance, Strategy, Equities, Equity Research, Analysis
Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA), Finance, General
Colorado College 2003 — 2007
B.A., Economics with Distinction
Richfield Senior High School 1999 — 2003
Kristine (Hanson) Mogollon, CFA's FAF Advisors Experience 1999 - 2003
Job Director, Investment Product Management at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans May 2012 - Present
Thrivent Financial October 2003 - May 2012
FAF Advisors 1999 - 2003
U.S. Bancorp Asset Management, Inc. 1999 - 2003
General Mills May 1998 - September 1999
State of Minnesota January 1997 - May 1998
American Express Financial Advisors July 1995 - January 1997
Cronin & Co. Inc. - Fixed Income Securities June 1994 - July 1995
TCF Bank October 1989 - May 1994
Sit Investment Associates 1993 - 1994
Skills
Investments, Portfolio Management, Series 7, Asset Management, Mutual Funds, Series 63, Due Diligence, Series 66, CFA charter holder
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, General Management: Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1992
Northwestern College 1990 — 1991
Thrivent Financial for Lutherans May 2012 - Present
Thrivent Financial October 2003 - May 2012
FAF Advisors 1999 - 2003
U.S. Bancorp Asset Management, Inc. 1999 - 2003
General Mills May 1998 - September 1999
State of Minnesota January 1997 - May 1998
American Express Financial Advisors July 1995 - January 1997
Cronin & Co. Inc. - Fixed Income Securities June 1994 - July 1995
TCF Bank October 1989 - May 1994
Sit Investment Associates 1993 - 1994
Skills
Investments, Portfolio Management, Series 7, Asset Management, Mutual Funds, Series 63, Due Diligence, Series 66, CFA charter holder
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, General Management: Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1992
Northwestern College 1990 — 1991
Thomas Burrell's FAF Advisors Experience October 2005 - August 2007
Job Chief Executive Officer at USANorth, Inc.
Industry Information Technology and Services
Experience
USANorth, Inc. May 2008 - Present
Burrell Consulting August 2005 - September 2008
Tech-Pro August 2007 - April 2008
FAF Advisors October 2005 - August 2007
Teksystems, Inc. March 2000 - September 2005
Williams, Babbit & Weisman, Inc. January 1995 - December 1999
Insite Computers February 1991 - March 1995
Nixdorf Computers, Inc. March 1977 - June 1981
US Air Force September 1968 - November 1970
Education
University of Florida 1975 — 1977
B.S., Computer Science
Duluth East High School
Duluth East High School
USANorth, Inc. May 2008 - Present
Burrell Consulting August 2005 - September 2008
Tech-Pro August 2007 - April 2008
FAF Advisors October 2005 - August 2007
Teksystems, Inc. March 2000 - September 2005
Williams, Babbit & Weisman, Inc. January 1995 - December 1999
Insite Computers February 1991 - March 1995
Nixdorf Computers, Inc. March 1977 - June 1981
US Air Force September 1968 - November 1970
Education
University of Florida 1975 — 1977
B.S., Computer Science
Duluth East High School
Duluth East High School
Patricia Dawson's FAF Advisors Experience AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Job AVP, Soft Dollar, Proxy & Vendor Manager at Nuveen Inv
Industry Financial Services
Experience
faf-advisors AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Wachovia 1989 - 2005
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 1989 - 2004
Wachovia Bank 1989 - 1994
Northern Telecom 1977 - 1987
Education
University of Minnesota-Twin Cities
MBA, Marketing
faf-advisors AVP, Soft Dollar, Proxy & Vendor ManagerNuveen InvJanuary 2011 - Present
Wachovia 1989 - 2005
PFPC -- Subsidiary of PNC bank -- TPA 401(k) 1989 - 2004
Wachovia Bank 1989 - 1994
Northern Telecom 1977 - 1987
Education
University of Minnesota-Twin Cities
MBA, Marketing
Kathleen Prudhomme's FAF Advisors Experience November 2004 - December 2010
Job Managing Director, Assistant General Counsel at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors November 2004 - December 2010
Dorsey & Whitney LLP 1983 - 2004
Skills
Securities, Securities Regulation, Corporate Law, Corporate Governance, Due Diligence
Education
University of Minnesota Law School 1981 — 1983
JD
Nuveen Investments January 2011 - Present
FAF Advisors November 2004 - December 2010
Dorsey & Whitney LLP 1983 - 2004
Skills
Securities, Securities Regulation, Corporate Law, Corporate Governance, Due Diligence
Education
University of Minnesota Law School 1981 — 1983
JD
Chuck Gariboldi's FAF Advisors Experience TreasurerAid Association for LutheranOctober 1988 - October 2005
Job Treasurer at FAF Advisors
Industry Financial Services
Experience
FAF Advisors TreasurerAid Association for LutheranOctober 1988 - October 2005
Thrivent 1988 - 2005
aid association for lutherans 1988 - 2005
aal 1988 - 2000
aid association for lutherans 1988 - 2000
state street 1981 - 1988
Education
University of Wisconsin-Oshkosh 1989 — 1992
MBA, Finance
Northeastern University 1973 — 1977
BS, Accounting
FAF Advisors TreasurerAid Association for LutheranOctober 1988 - October 2005
Thrivent 1988 - 2005
aid association for lutherans 1988 - 2005
aal 1988 - 2000
aid association for lutherans 1988 - 2000
state street 1981 - 1988
Education
University of Wisconsin-Oshkosh 1989 — 1992
MBA, Finance
Northeastern University 1973 — 1977
BS, Accounting
Kevin Shields's FAF Advisors Experience June 1993 - March 2004
Job Consultant at Philadelphia Financial
Industry Investment Management
Experience
Philadelphia Financial January 2015 - Present
Pine River Capital Management March 2011 - November 2014
Thrivent Financial for Lutherans June 2009 - April 2010
Deephaven Capital Management 2006 - 2009
Philadelphia Financial June 2004 - January 2006
FAF Advisors June 1993 - March 2004
Education
University of Wisconsin-Madison - School of Business 1991 — 1993
MS, Finance
Marquette University 1984 — 1988
BA, English
Philadelphia Financial January 2015 - Present
Pine River Capital Management March 2011 - November 2014
Thrivent Financial for Lutherans June 2009 - April 2010
Deephaven Capital Management 2006 - 2009
Philadelphia Financial June 2004 - January 2006
FAF Advisors June 1993 - March 2004
Education
University of Wisconsin-Madison - School of Business 1991 — 1993
MS, Finance
Marquette University 1984 — 1988
BA, English
Carrie Meyers's FAF Advisors Experience 2001 - 2010
Job Client Services Director for U.S. Bancorp Asset Management
Industry Financial Services
Experience
U.S. Bancorp Asset Management, Inc. January 2011 - Present
FAF Advisors 2001 - 2010
US Bank March 1997 - January 2001
US Bank January 1993 - March 1997
Skills
Securities, Mutual Funds, Investments, Relationship Management
Education
Metropolitan State University 1994 — 1998
BS, Business Administration
University of Wisconsin-River Falls 1989 — 1993
Business Administration
U.S. Bancorp Asset Management, Inc. January 2011 - Present
FAF Advisors 2001 - 2010
US Bank March 1997 - January 2001
US Bank January 1993 - March 1997
Skills
Securities, Mutual Funds, Investments, Relationship Management
Education
Metropolitan State University 1994 — 1998
BS, Business Administration
University of Wisconsin-River Falls 1989 — 1993
Business Administration
Evan Lundquist's FAF Advisors Experience July 1993 - March 2000
Job Inst Sales at UBS
Industry Investment Banking
Experience
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
Marshall Heitzman, CFP®, CPCU, ChFC, FLMI's FAF Advisors Experience September 2008 - April 2009
Job RIA Compliance Director at Questar Capital Corporation
Industry Financial Services
Experience
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Questar Capital Corporation August 2015 - Present
Ameriprise Financial Services, Inc. December 2009 - August 2015
FAF Advisors September 2008 - April 2009
Thrivent Financial for Lutherans October 2005 - August 2008
State Farm Insurance January 1993 - September 2005
Skills
Financial Planning, Annuities, Retirement Planning, Retirement, Long Term Care, Series 7, Compliance, Insurance, Series 63, FINRA Series 6, Investments, Securities, Budgeting, Mutual Funds, Risk Management, Leadership, Strategic Financial..., Financial Advisory, Long-term Care, Fixed Annuities, Life Insurance, FINRA
Education
Trinity International University 1988 — 1992
BA, Applied Mathematics
University of Saint Thomas - School of Business 2009 — 2009
mini-MBA
Douglas Wagner, CFA's FAF Advisors Experience February 2004 - May 2006
Job Senior Vice President, Equity Analyst at AllianceBernstein LP
Industry Investment Management
Experience
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
AllianceBernstein June 2006 - Present
FAF Advisors February 2004 - May 2006
American Express Financial Advisors February 2003 - November 2003
UBS O'Connor September 2001 - January 2003
Lincoln Capital Managment May 1999 - August 2001
Wells Fargo November 1996 - May 1999
NBD June 1992 - October 1996
Skills
Equities, Asset Management, Portfolio Management, Financial Analysis, Investments, Bloomberg, Equity Research, Financial Modeling, Valuation, Banking, Hedge Funds, Financial Services, Alternative Investments, Commercial Banking, Series 7
Education
Washington University in St. Louis - Olin Business School 1990 — 1992
MBA, Finance
University of Missouri-Columbia, College of Business 1984 — 1988
BSBA, Finance and Banking
Philip Segner, CFA's FAF Advisors Experience 2005 - 2007
Job Trader / Analyst The Leuthold Group
Industry Financial Services
Experience
The Leuthold Group November 2010 - Present
Deephaven Capital Management 2007 - 2009
FAF Advisors 2005 - 2007
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Securities, Investments, Asset Managment, Valuation, Equity Research, Derivatives, Financial Reporting, Finance, Capital Markets, Trading, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
Gustavus Adolphus College 2000 — 2004
BA, Finance
The Leuthold Group November 2010 - Present
Deephaven Capital Management 2007 - 2009
FAF Advisors 2005 - 2007
Skills
Bloomberg, Equities, Fixed Income, Financial Modeling, Portfolio Management, Financial Analysis, Hedge Funds, Securities, Investments, Asset Managment, Valuation, Equity Research, Derivatives, Financial Reporting, Finance, Capital Markets, Trading, Asset Allocation
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
Gustavus Adolphus College 2000 — 2004
BA, Finance
Andrew Brobston's FAF Advisors Experience August 2009 - April 2010
Job CEO and Software Engineer, Brobston Development, Inc.
Industry Information Technology and Services
Experience
Brobston Development, Inc. April 2009 - Present
Air-Serv July 2011 - November 2013
FLS Connect April 2010 - July 2011
FAF Advisors August 2009 - April 2010
University of Minnesota August 2008 - May 2009
Jump Technologies, Inc. June 2008 - January 2009
MakeMusic June 2007 - February 2008
University of Iowa June 2003 - January 2007
Skills
OOP, Music, Conducting, Chamber Music, Web Development, .NET, SQL Server, ASP.NET, PHP, jQuery, JavaScript, Saxophone, PostgreSQL, MySQL, Apache, IIS, Debian, Linux, TFS, Subversion, Mercurial, Microsoft SQL Server, SSRS, SSIS, Web Services, WCF, Database Design, Software Development, Web Applications, Git, Programming
Education
University of Minnesota-Twin Cities 2006 — 2013
DMA [in progress], Saxophone Performance
University of Iowa 2003 — 2006
MFA, Saxophone Performance
Wartburg College 1996 — 2000
BME, Music Education
Brobston Development, Inc. April 2009 - Present
Air-Serv July 2011 - November 2013
FLS Connect April 2010 - July 2011
FAF Advisors August 2009 - April 2010
University of Minnesota August 2008 - May 2009
Jump Technologies, Inc. June 2008 - January 2009
MakeMusic June 2007 - February 2008
University of Iowa June 2003 - January 2007
Skills
OOP, Music, Conducting, Chamber Music, Web Development, .NET, SQL Server, ASP.NET, PHP, jQuery, JavaScript, Saxophone, PostgreSQL, MySQL, Apache, IIS, Debian, Linux, TFS, Subversion, Mercurial, Microsoft SQL Server, SSRS, SSIS, Web Services, WCF, Database Design, Software Development, Web Applications, Git, Programming
Education
University of Minnesota-Twin Cities 2006 — 2013
DMA [in progress], Saxophone Performance
University of Iowa 2003 — 2006
MFA, Saxophone Performance
Wartburg College 1996 — 2000
BME, Music Education
Brandon Hochstetler's FAF Advisors Experience March 2007 - September 2008
Job International Fixed Income and Foreign Exchange Trader at Federated Investors
Industry Financial Services
Experience
Federated Investors October 2008 - Present
FAF Advisors March 2007 - September 2008
Skills
Trading, Fixed Income, Foreign Exchange, Financial Analysis, Bloomberg, Derivatives, Portfolio Management, Asset Management, Financial Markets, Bonds, Securities
Education
Northwestern College 2003 — 2006
Bachelor of Science, Finance and History
Federated Investors October 2008 - Present
FAF Advisors March 2007 - September 2008
Skills
Trading, Fixed Income, Foreign Exchange, Financial Analysis, Bloomberg, Derivatives, Portfolio Management, Asset Management, Financial Markets, Bonds, Securities
Education
Northwestern College 2003 — 2006
Bachelor of Science, Finance and History
Lisa Isaacson's FAF Advisors Experience 2006 - January 2011
Job Managing Director at U.S. Bancorp Asset Management
Industry Financial Services
Experience
U.S. Bancorp Asset Management July 2014 - Present
U.S. Bancorp Asset Management January 2011 - July 2014
FAF Advisors 2006 - January 2011
SurfaceQuest 2005 - 2006
Pine River Capital 2003 - 2005
Fidelity Investments 1997 - 2003
Skills
Investments, Series 7, Series 63, Fixed Income, Product Management, Project Coordination, Mutual Funds, Separately Managed..., Business Communications, Equities, Partner Relationships, Hedge Funds, Operations Management, Managerial Experience, Portfolio Management, Securities, Management, Asset Allocation, Asset Management
Education
University of Minnesota-Twin Cities 1990 — 1995
BS, Environmental Science
U.S. Bancorp Asset Management July 2014 - Present
U.S. Bancorp Asset Management January 2011 - July 2014
FAF Advisors 2006 - January 2011
SurfaceQuest 2005 - 2006
Pine River Capital 2003 - 2005
Fidelity Investments 1997 - 2003
Skills
Investments, Series 7, Series 63, Fixed Income, Product Management, Project Coordination, Mutual Funds, Separately Managed..., Business Communications, Equities, Partner Relationships, Hedge Funds, Operations Management, Managerial Experience, Portfolio Management, Securities, Management, Asset Allocation, Asset Management
Education
University of Minnesota-Twin Cities 1990 — 1995
BS, Environmental Science
Terry Sloan's FAF Advisors Experience October 2004 - September 2009
Job Portfolio Manager at UBS O'Connor
Industry Investment Management
Experience
UBS O'Connor October 2009 - Present
FAF Advisors October 2004 - September 2009
State of Michigan Retirement System August 2001 - September 2004
Skills
Chartered Financial..., Equities, Hedge Funds, Asset Management, Mutual Funds, Commodity, Portfolio Management, Equity Research, Bloomberg, Alternative Investments, Equity Valuation
Education
Michigan State University 1996 — 2001
BA, Finance, Economics
UBS O'Connor October 2009 - Present
FAF Advisors October 2004 - September 2009
State of Michigan Retirement System August 2001 - September 2004
Skills
Chartered Financial..., Equities, Hedge Funds, Asset Management, Mutual Funds, Commodity, Portfolio Management, Equity Research, Bloomberg, Alternative Investments, Equity Valuation
Education
Michigan State University 1996 — 2001
BA, Finance, Economics
Rudy Hokanson, CFA's FAF Advisors Experience June 2002 - September 2005
Job Managing Director, Research at Barrington Research
Industry Investment Banking
Experience
Barrington Research Associates, Inc. October 2011 - Present
Presbyterian Homes & Services July 2011 - October 2011
University of St. Thomas 2011 - 2011
UBS Global Asset Management September 2005 - July 2010
FAF Advisors June 2002 - September 2005
Patterns Consulting June 2001 - June 2002
CIBC World Markets July 1997 - May 2001
Deutsche Bank 1994 - 1997
Kemper Insurance 1991 - 1994
Skills
Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equity Research, Analysis, Strategy, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds, Equity Valuation, Capital Markets, Management, Investment Banking, Private Equity, Derivatives, Investment Management, Investor Relations, Series 63, Equity Capital Markets, Trading, Options, Strategic Financial..., Investment Advisory, Investment Strategies, Business Valuation, Institutional..., Financial Markets, Chartered Financial..., IPO, Quantitative Analytics, Corporate Development, Financial Services, M&A experience
Education
University of Saint Thomas 2011 — 2011
University of Oxford 1999 — 1999
Yale University - Yale School of Management 1979 — 1981
MBA
Yale University Divinity School 1970 — 1974
M.Div.
DePauw University 1966 — 1970
BA
Barrington Research Associates, Inc. October 2011 - Present
Presbyterian Homes & Services July 2011 - October 2011
University of St. Thomas 2011 - 2011
UBS Global Asset Management September 2005 - July 2010
FAF Advisors June 2002 - September 2005
Patterns Consulting June 2001 - June 2002
CIBC World Markets July 1997 - May 2001
Deutsche Bank 1994 - 1997
Kemper Insurance 1991 - 1994
Skills
Bloomberg, Fixed Income, Alternative Investments, Risk Management, Equity Research, Analysis, Strategy, Mergers & Acquisitions, Venture Capital, Corporate Finance, Hedge Funds, Equity Valuation, Capital Markets, Management, Investment Banking, Private Equity, Derivatives, Investment Management, Investor Relations, Series 63, Equity Capital Markets, Trading, Options, Strategic Financial..., Investment Advisory, Investment Strategies, Business Valuation, Institutional..., Financial Markets, Chartered Financial..., IPO, Quantitative Analytics, Corporate Development, Financial Services, M&A experience
Education
University of Saint Thomas 2011 — 2011
University of Oxford 1999 — 1999
Yale University - Yale School of Management 1979 — 1981
MBA
Yale University Divinity School 1970 — 1974
M.Div.
DePauw University 1966 — 1970
BA
Jill Bergquist's FAF Advisors Experience November 2008 - December 2010
Job
Industry Financial Services
Experience
US Bank January 2011 - Present
FAF Advisors November 2008 - December 2010
Greer & Associates 2000 - 2002
Education
Minneapolis College of Art and Design 1992 — 1996
US Bank January 2011 - Present
FAF Advisors November 2008 - December 2010
Greer & Associates 2000 - 2002
Education
Minneapolis College of Art and Design 1992 — 1996
Daniel Jablonski's FAF Advisors Experience September 2010 - December 2010
Job Sr. Team Lead, Front Office & Middle Office Operations, Charles River Specialist
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors September 2010 - December 2010
FAF Advisors November 2006 - September 2010
Skills
Charles River IMS, FXConnect, FXALL, Portia, Bloomberg TSOX, Liquidnet, ITGC, Asset Management, Microsoft Excel, Trading Systems, Equities, Derivatives, Business Analysis, Fixed Income, Mutual Funds, Bloomberg, Trading
Education
University of Kansas 2001 — 2006
Bachelor of Arts (BA), Finance, General
The University of Kansas
Nuveen Investments January 2011 - Present
FAF Advisors September 2010 - December 2010
FAF Advisors November 2006 - September 2010
Skills
Charles River IMS, FXConnect, FXALL, Portia, Bloomberg TSOX, Liquidnet, ITGC, Asset Management, Microsoft Excel, Trading Systems, Equities, Derivatives, Business Analysis, Fixed Income, Mutual Funds, Bloomberg, Trading
Education
University of Kansas 2001 — 2006
Bachelor of Arts (BA), Finance, General
The University of Kansas
Holly Hardy Harralson's FAF Advisors Experience April 2005 - January 2007
Job Managing Director Marketing & Client Service at Sanderson Asset Management
Industry Investment Management
Experience
Sanderson Asset Management January 2007 - Present
FAF Advisors April 2005 - January 2007
Lloyds TSB Group November 2000 - April 2005
Investment Advisers December 1994 - November 2000
Waddell & Reed Asset Management January 1990 - December 1994
William M. Mercer Asset Planning August 1988 - December 1989
DeMarche Associates August 1980 - August 1988
Education
Rockhurst University 1992 — 1994
MBA, Finance
Washburn University 1978 — 1980
BBA, Accounting
Sanderson Asset Management January 2007 - Present
FAF Advisors April 2005 - January 2007
Lloyds TSB Group November 2000 - April 2005
Investment Advisers December 1994 - November 2000
Waddell & Reed Asset Management January 1990 - December 1994
William M. Mercer Asset Planning August 1988 - December 1989
DeMarche Associates August 1980 - August 1988
Education
Rockhurst University 1992 — 1994
MBA, Finance
Washburn University 1978 — 1980
BBA, Accounting
Nick Negrini's FAF Advisors Experience May 2005 - December 2010
Job Senior Fixed Income Trader at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management June 2012 - Present
U.S. Bank December 2010 - June 2012
FAF Advisors May 2005 - December 2010
USBancorp Asset Management May 2003 - May 2005
Skills
Fixed Income, Trading, Series 7, Bloomberg, Bonds, Asset Management, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Wealth Management, Municipal Bonds, Wealth Management...
Education
St. Cloud State University 2000 — 2003
Bachelor of Science (B.S.), Finance
RBC Wealth Management June 2012 - Present
U.S. Bank December 2010 - June 2012
FAF Advisors May 2005 - December 2010
USBancorp Asset Management May 2003 - May 2005
Skills
Fixed Income, Trading, Series 7, Bloomberg, Bonds, Asset Management, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Wealth Management, Municipal Bonds, Wealth Management...
Education
St. Cloud State University 2000 — 2003
Bachelor of Science (B.S.), Finance
Ben Woo's FAF Advisors Experience June 1992 - July 2007
Job VP at Columbia Management
Industry Investment Management
Experience
Columbia Management July 2007 - Present
FAF Advisors June 1992 - July 2007
Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Asset Allocation, Investments, Portfolio Management, Financial Modeling, Valuation, Securities, Mutual Funds, Asset Management, Bonds, Financial Analysis, Capital Markets, Series 7, Alternative Investments, Finance, Derivatives, Credit Analysis, Due Diligence
Education
State University of New York at Albany 1989 — 1991
Master of Business Administration (MBA), Municipal Finance
University of Wisconsin 1986 — 1989
Bachelor of Science (BS), Finance
Columbia Management July 2007 - Present
FAF Advisors June 1992 - July 2007
Skills
Fixed Income, Hedge Funds, Bloomberg, Equities, Asset Allocation, Investments, Portfolio Management, Financial Modeling, Valuation, Securities, Mutual Funds, Asset Management, Bonds, Financial Analysis, Capital Markets, Series 7, Alternative Investments, Finance, Derivatives, Credit Analysis, Due Diligence
Education
State University of New York at Albany 1989 — 1991
Master of Business Administration (MBA), Municipal Finance
University of Wisconsin 1986 — 1989
Bachelor of Science (BS), Finance
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY