LSBE Financial Markets Program
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LSBE Financial Markets Program Employees
Employee
Years
Job
Industry
David Huber David Huber's LSBE Financial Markets Program Experience May 2014 - May 2015
Job Student Equity Analyst at LSBE Financial Markets Program
Industry Automotive
Experience
Enterprise Rent-A-Car July 2015 - Present
LSBE Financial Markets Program May 2014 - May 2015
Texas Roadhouse November 2012 - August 2014
Finish Line November 2010 - August 2011
Skills
Sales, Teamwork, Hardwork, Time Management, Leadership, Customer Service, Corporate Finance, PowerPoint, Financial Analysis, Public Speaking, Work Ethic
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Enterprise Rent-A-Car July 2015 - Present
LSBE Financial Markets Program May 2014 - May 2015
Texas Roadhouse November 2012 - August 2014
Finish Line November 2010 - August 2011
Skills
Sales, Teamwork, Hardwork, Time Management, Leadership, Customer Service, Corporate Finance, PowerPoint, Financial Analysis, Public Speaking, Work Ethic
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Tom Flannigan Tom Flannigan's LSBE Financial Markets Program Experience April 2011 - May 2012
Job Real Estate Consulting and Investments
Industry Real Estate
Experience
KW Commercial April 2013 - Present
Migizi communications November 2012 - April 2013
RBC Capital Markets June 2012 - November 2012
LSBE Financial Markets Program April 2011 - May 2012
UMD Economics Department October 2011 - April 2012
Tom's Pet Care January 2000 - January 2011
Skills
Investments, Real Estate, Financial Analysis, Economics, Research, Analysis, Microsoft Office, Microsoft Excel, Finance, Entrepreneurship, Project Management, Asset Management, Statistics, Investment Properties, Excel, Real Estate Investment..., Econometrics, Marketing, Public Speaking, Leadership, Customer Service, Real Estate Transactions
Education
University of Minnesota-Duluth 2008 — 2012
B.A, 2012 Economics; Financial Markets Finance
University of Waikato 2010 — 2010
Economics, Finance
KW Commercial April 2013 - Present
Migizi communications November 2012 - April 2013
RBC Capital Markets June 2012 - November 2012
LSBE Financial Markets Program April 2011 - May 2012
UMD Economics Department October 2011 - April 2012
Tom's Pet Care January 2000 - January 2011
Skills
Investments, Real Estate, Financial Analysis, Economics, Research, Analysis, Microsoft Office, Microsoft Excel, Finance, Entrepreneurship, Project Management, Asset Management, Statistics, Investment Properties, Excel, Real Estate Investment..., Econometrics, Marketing, Public Speaking, Leadership, Customer Service, Real Estate Transactions
Education
University of Minnesota-Duluth 2008 — 2012
B.A, 2012 Economics; Financial Markets Finance
University of Waikato 2010 — 2010
Economics, Finance
Max Thomas-Olson Max Thomas-Olson's LSBE Financial Markets Program Experience March 2010 - May 2011
Job Commodity Risk Analyst at Global Risk Management
Industry Financial Services
Experience
Global Risk Management December 2011 - Present
LSBE Financial Markets Program March 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Investments, Teamwork, Equity Research, Portfolio Management, Equities, Commodity, Strategy, Team Leadership, Agricultural Research, Risk Management, Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Financial Markets, Equity Valuation, Finance, Economics, Financial Modeling
Education
University of Minnesota-Duluth 2008 — 2011
Financial Markets Finance, 3.91
Global Risk Management December 2011 - Present
LSBE Financial Markets Program March 2010 - May 2011
Skills
Financial Analysis, Microsoft Office, Investments, Teamwork, Equity Research, Portfolio Management, Equities, Commodity, Strategy, Team Leadership, Agricultural Research, Risk Management, Market Research, Microsoft Excel, PowerPoint, Microsoft Word, Financial Markets, Equity Valuation, Finance, Economics, Financial Modeling
Education
University of Minnesota-Duluth 2008 — 2011
Financial Markets Finance, 3.91
Forrest Murphy, CFP® Forrest Murphy, CFP®'s LSBE Financial Markets Program Experience April 2011 - May 2012
Job Portfolio Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Wells Fargo February 2014 - Present
Wells Fargo July 2012 - October 2014
Wells Fargo February 2012 - May 2012
LSBE Financial Markets Program April 2011 - May 2012
University of Minnesota Duluth September 2009 - December 2011
JNBA Financial Advisors Inc. June 2011 - September 2011
Skills
Financial Analysis, Portfolio Management, Financial Planning, Investments, Equity Research, Equities, PowerPoint, Excel, Research, Asset Management, Word, Microsoft Office, Industry Analysis, Financial Markets, Financial Modeling, Data Analysis, Microsoft Excel, Microsoft Word, Mutual Funds, Risk Management, Investment Strategies, Strategy, Financial Advisory, Finance
Education
University of Missouri-Columbia 2015 — 2019
Master's degree, Financial Planning
University of Minnesota-Duluth 2008 — 2012
Bachelors of Business Administration, Financial Markets Finance; Financial Planning and Psychology
Wells Fargo October 2014 - Present
Wells Fargo February 2014 - Present
Wells Fargo July 2012 - October 2014
Wells Fargo February 2012 - May 2012
LSBE Financial Markets Program April 2011 - May 2012
University of Minnesota Duluth September 2009 - December 2011
JNBA Financial Advisors Inc. June 2011 - September 2011
Skills
Financial Analysis, Portfolio Management, Financial Planning, Investments, Equity Research, Equities, PowerPoint, Excel, Research, Asset Management, Word, Microsoft Office, Industry Analysis, Financial Markets, Financial Modeling, Data Analysis, Microsoft Excel, Microsoft Word, Mutual Funds, Risk Management, Investment Strategies, Strategy, Financial Advisory, Finance
Education
University of Missouri-Columbia 2015 — 2019
Master's degree, Financial Planning
University of Minnesota-Duluth 2008 — 2012
Bachelors of Business Administration, Financial Markets Finance; Financial Planning and Psychology
Casey Ahrendt's LSBE Financial Markets Program Experience May 2014 - May 2015
Job Financial Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2015 - Present
LSBE Financial Markets Program May 2014 - May 2015
University of Minnesota Duluth supportive services program January 2014 - May 2015
Lifetouch June 2014 - August 2014
Target June 2012 - April 2014
Skills
Time Management, Financial Analysis, Teamwork, Portfolio Management, Communication, Microsoft Excel, Communication Skills, Customer Service, Critical Thinking, Retail Sales, Sales, Cashiering, Microsoft Word, PowerPoint, Microsoft Office, Team-oriented, Highly detail oriented, Research, Public Speaking, Leadership
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor’s Degree, Financial Markets- Finance. (Cum Laude)
Wells Fargo June 2015 - Present
LSBE Financial Markets Program May 2014 - May 2015
University of Minnesota Duluth supportive services program January 2014 - May 2015
Lifetouch June 2014 - August 2014
Target June 2012 - April 2014
Skills
Time Management, Financial Analysis, Teamwork, Portfolio Management, Communication, Microsoft Excel, Communication Skills, Customer Service, Critical Thinking, Retail Sales, Sales, Cashiering, Microsoft Word, PowerPoint, Microsoft Office, Team-oriented, Highly detail oriented, Research, Public Speaking, Leadership
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor’s Degree, Financial Markets- Finance. (Cum Laude)
Kristopher Shelton, MBA Kristopher Shelton, MBA's LSBE Financial Markets Program Experience March 2008 - May 2009
Job Associate Sourcing Specialist
Industry Logistics and Supply Chain
Experience
Xcel Energy June 2015 - Present
Xcel Energy January 2014 - June 2015
SUPERVALU May 2013 - January 2014
SUPERVALU July 2011 - May 2013
Allete January 2011 - July 2011
University of Minnesota Duluth September 2010 - July 2011
Famous Dave's January 2009 - September 2010
LSBE Financial Markets Program March 2008 - May 2009
Famous Dave's April 2006 - December 2008
Skills
Leadership, Financial Analysis, Analysis, Sales, Pricing, Supply Chain Management, Business Development, Inventory Control, Finance, Customer Satisfaction, Public Speaking, Budgets, Management, Brand Management, Human Resource..., Strategic Planning, Team Building, Forecasting, Statistical Data..., Merchandising, Process Improvement, Contract Negotiation, Competitive Bidding, Project Management, Cyber-security, Intellectual Property, Strategic Sourcing, Cross-functional Team...
Education
University of Wisconsin-River Falls 2013 — 2014
MBA, 3.95
University of Minnesota Duluth 2005 — 2009
BBA, Financial Markets, 3.30
Xcel Energy June 2015 - Present
Xcel Energy January 2014 - June 2015
SUPERVALU May 2013 - January 2014
SUPERVALU July 2011 - May 2013
Allete January 2011 - July 2011
University of Minnesota Duluth September 2010 - July 2011
Famous Dave's January 2009 - September 2010
LSBE Financial Markets Program March 2008 - May 2009
Famous Dave's April 2006 - December 2008
Skills
Leadership, Financial Analysis, Analysis, Sales, Pricing, Supply Chain Management, Business Development, Inventory Control, Finance, Customer Satisfaction, Public Speaking, Budgets, Management, Brand Management, Human Resource..., Strategic Planning, Team Building, Forecasting, Statistical Data..., Merchandising, Process Improvement, Contract Negotiation, Competitive Bidding, Project Management, Cyber-security, Intellectual Property, Strategic Sourcing, Cross-functional Team...
Education
University of Wisconsin-River Falls 2013 — 2014
MBA, 3.95
University of Minnesota Duluth 2005 — 2009
BBA, Financial Markets, 3.30
Garrett McConnach Garrett McConnach's LSBE Financial Markets Program Experience March 2009 - May 2010
Job Portfolio Administrator at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
RBC Capital Markets March 2012 - May 2014
RBC Capital Markets May 2010 - March 2012
LSBE Financial Markets Program March 2009 - May 2010
Regis Corporation May 2009 - August 2009
Regis Corporation May 2008 - August 2008
Regis Corporation May 2007 - August 2007
Skills
Fundamental Analysis, Technical Analysis, International Finance, Political Science, Finance, Financial Markets, Microsoft Excel
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota Duluth 2006 — 2010
B.B.A., Financial Markets, Finance
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
RBC Capital Markets March 2012 - May 2014
RBC Capital Markets May 2010 - March 2012
LSBE Financial Markets Program March 2009 - May 2010
Regis Corporation May 2009 - August 2009
Regis Corporation May 2008 - August 2008
Regis Corporation May 2007 - August 2007
Skills
Fundamental Analysis, Technical Analysis, International Finance, Political Science, Finance, Financial Markets, Microsoft Excel
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota Duluth 2006 — 2010
B.B.A., Financial Markets, Finance
Anthony Loreti's LSBE Financial Markets Program Experience March 2010 - May 2011
Job Municipal Bond Trading
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
RBC Wealth Management May 2013 - October 2014
RBC Wealth Management June 2012 - May 2013
RBC Wealth Management May 2011 - June 2012
LSBE Financial Markets Program March 2010 - May 2011
JNBA Financial Advisors March 2011 - March 2011
Skills
Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Finance, Equity Research, Financial Markets, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Securities, Asset Managment, Microsoft Excel, Bloomberg, Series 7, Series 66, Series 52
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Saint Thomas - Opus College of Business 2012 — 2014
Master, Business Administration
University of Minnesota 2006 — 2011
Bachelor, Business Administration; Financial Markets Finance
RBC Wealth Management November 2014 - Present
RBC Wealth Management May 2013 - October 2014
RBC Wealth Management June 2012 - May 2013
RBC Wealth Management May 2011 - June 2012
LSBE Financial Markets Program March 2010 - May 2011
JNBA Financial Advisors March 2011 - March 2011
Skills
Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Finance, Equity Research, Financial Markets, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Securities, Asset Managment, Microsoft Excel, Bloomberg, Series 7, Series 66, Series 52
Education
Southern Methodist University - Cox School of Business 2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Saint Thomas - Opus College of Business 2012 — 2014
Master, Business Administration
University of Minnesota 2006 — 2011
Bachelor, Business Administration; Financial Markets Finance
Christopher Mastley's LSBE Financial Markets Program Experience September 2009 - Present
Job Student at University of MinnesotaDuluth
Industry Financial Services
Experience
LSBE Financial Markets Program September 2009 - Present
College Pro Painters May 2006 - September 2009
Frattallone’s Ace Hardware September 2005 - August 2009
Education
University of Minnesota Duluth 2005 — 2010
Bachelor of Business Administration; Associate, Financial Markets; Finance; Arts / MNTC
LSBE Financial Markets Program September 2009 - Present
College Pro Painters May 2006 - September 2009
Frattallone’s Ace Hardware September 2005 - August 2009
Education
University of Minnesota Duluth 2005 — 2010
Bachelor of Business Administration; Associate, Financial Markets; Finance; Arts / MNTC
Thomas DeMinico's LSBE Financial Markets Program Experience April 2009 - May 2010
Job Investment Banking Associate at Greene Holcomb Fisher
Industry Financial Services
Experience
Greene Holcomb Fisher July 2011 - December 2013
Northland Securities May 2010 - July 2011
LSBE Financial Markets Program April 2009 - May 2010
University of Minnesota Duluth April 2008 - May 2010
Lifeskills Leadership From the Heart 2010 - 2010
Target June 2009 - August 2009
College Pro Painters February 2008 - August 2008
University of Minnesota Duluth Student Association May 2007 - May 2008
Skills
Equities, Financial Modeling, Negotiation
Education
University of Minnesota Duluth 2006 — 2010
Bachelor's of Arts (B.A.), Political Science
University of Minnesota Duluth 2006 — 2010
Bachelor's of Business Administration (B.B.A), Financial Markets, Finance
Eden Prairie High School 2002 — 2006
Greene Holcomb Fisher July 2011 - December 2013
Northland Securities May 2010 - July 2011
LSBE Financial Markets Program April 2009 - May 2010
University of Minnesota Duluth April 2008 - May 2010
Lifeskills Leadership From the Heart 2010 - 2010
Target June 2009 - August 2009
College Pro Painters February 2008 - August 2008
University of Minnesota Duluth Student Association May 2007 - May 2008
Skills
Equities, Financial Modeling, Negotiation
Education
University of Minnesota Duluth 2006 — 2010
Bachelor's of Arts (B.A.), Political Science
University of Minnesota Duluth 2006 — 2010
Bachelor's of Business Administration (B.B.A), Financial Markets, Finance
Eden Prairie High School 2002 — 2006
Ben Klaers Ben Klaers's LSBE Financial Markets Program Experience May 2009 - May 2010
Job AFA at Jaros & Associates A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Jaros & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services November 2010 - September 2015
LSBE Financial Markets Program May 2009 - May 2010
Education
Mora High School
Mora High School
University of Minnesota-Duluth; Labovitz School of Business & Economics 2007 — 2010
BBA, Finance
Anoka Ramsey Community College 2005 — 2007
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Jaros & Associates - A Private Wealth Advisory Practice of Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial Services November 2010 - September 2015
LSBE Financial Markets Program May 2009 - May 2010
Education
Mora High School
Mora High School
University of Minnesota-Duluth; Labovitz School of Business & Economics 2007 — 2010
BBA, Finance
Anoka Ramsey Community College 2005 — 2007
Associate of Arts, Liberal Arts and Sciences/Liberal Studies
Jenna Ecker Jenna Ecker's LSBE Financial Markets Program Experience April 2013 - May 2014
Job Associate Wealth Advisor at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors May 2014 - Present
LSBE Financial Markets Program April 2013 - May 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Aerie March 2012 - May 2013
Bath & Body Works October 2011 - May 2012
Skills
Leadership, Teamwork, Financial Analysis, Microsoft Office, Time Management, Analysis, Management, PowerPoint, Sales, Customer Service, Microsoft Excel, Finance, Team Building, Microsoft Word, Retail, Data Analysis, Access, Project Planning
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor of Business Administration (BBA), Financial Markets & Accounting
CliftonLarsonAllen Wealth Advisors May 2014 - Present
LSBE Financial Markets Program April 2013 - May 2014
Wells Fargo Home Mortgage June 2013 - August 2013
Aerie March 2012 - May 2013
Bath & Body Works October 2011 - May 2012
Skills
Leadership, Teamwork, Financial Analysis, Microsoft Office, Time Management, Analysis, Management, PowerPoint, Sales, Customer Service, Microsoft Excel, Finance, Team Building, Microsoft Word, Retail, Data Analysis, Access, Project Planning
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor of Business Administration (BBA), Financial Markets & Accounting
Alex Ganenco Alex Ganenco's LSBE Financial Markets Program Experience April 2010 - May 2011
Job Senior Associate, Marketing & Investor Relations
Industry Financial Services
Experience
Pine River Capital Management May 2012 - Present
Disciplined Growth Investors August 2011 - May 2012
LSBE Financial Markets Program April 2010 - May 2011
UMD Center for Economic Development December 2009 - May 2011
Education
The University of Chicago Booth School of Business 2015 — 2018
MBA Candidate
University of Minnesota-Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets
Pine River Capital Management May 2012 - Present
Disciplined Growth Investors August 2011 - May 2012
LSBE Financial Markets Program April 2010 - May 2011
UMD Center for Economic Development December 2009 - May 2011
Education
The University of Chicago Booth School of Business 2015 — 2018
MBA Candidate
University of Minnesota-Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets
Lukas Johnson Lukas Johnson's LSBE Financial Markets Program Experience May 2008 - May 2009
Job Natural Gas Operations Analyst at U.S. Energy Services
Industry Logistics and Supply Chain
Experience
U.S. Energy Services April 2013 - Present
U.S. Energy Services September 2012 - April 2013
State Street February 2012 - July 2012
State Street July 2011 - February 2012
State Street January 2011 - July 2011
CommunityAmerica Credit Union November 2009 - January 2011
Wells Fargo Investments July 2009 - October 2009
UBS Wealth Management June 2008 - July 2009
LSBE Financial Markets Program May 2008 - May 2009
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2005 — 2009
Bachelor's of Business Administration, Financial Markets
U.S. Energy Services April 2013 - Present
U.S. Energy Services September 2012 - April 2013
State Street February 2012 - July 2012
State Street July 2011 - February 2012
State Street January 2011 - July 2011
CommunityAmerica Credit Union November 2009 - January 2011
Wells Fargo Investments July 2009 - October 2009
UBS Wealth Management June 2008 - July 2009
LSBE Financial Markets Program May 2008 - May 2009
Education
University of St. Thomas 2014 — 2018
Master of Business Administration (M.B.A.)
University of Minnesota-Duluth 2005 — 2009
Bachelor's of Business Administration, Financial Markets
Katie Bolf Katie Bolf's LSBE Financial Markets Program Experience May 2011 - June 2012
Job Financial Development Program at Cliffs Natural Resources
Industry Mining & Metals
Experience
Cliffs Natural Resources July 2012 - Present
LSBE Financial Markets Program May 2011 - June 2012
Hibbing Taconite May 2011 - August 2011
Hibbing Taconite June 2010 - September 2010
Northland Country Club May 2009 - September 2009
Skills
Reuters Bridgestation, Microsoft Office, Financial Reporting, Investor Presentations, Direct Sales, Customer Service, Scheduling, Procurement, Financial Analysis, Process Scheduler
Education
University of Minnesota Duluth 2008 — 2012
BBA, Finance
Cliffs Natural Resources July 2012 - Present
LSBE Financial Markets Program May 2011 - June 2012
Hibbing Taconite May 2011 - August 2011
Hibbing Taconite June 2010 - September 2010
Northland Country Club May 2009 - September 2009
Skills
Reuters Bridgestation, Microsoft Office, Financial Reporting, Investor Presentations, Direct Sales, Customer Service, Scheduling, Procurement, Financial Analysis, Process Scheduler
Education
University of Minnesota Duluth 2008 — 2012
BBA, Finance
Dipti Sharma Dipti Sharma's LSBE Financial Markets Program Experience April 2010 - May 2011
Job Relationship Banker at JPMorgan Chase Bank NA
Industry Financial Services
Experience
JP Morgan Chase Bank NA June 2014 - Present
Flushing Bank February 2013 - June 2014
National Financial Partners February 2013 - October 2013
The Johnston Group June 2011 - November 2012
LSBE Financial Markets Program April 2010 - May 2011
University of Minnesota September 2008 - May 2011
Nankai University May 2010 - June 2010
University of Minnesota January 2010 - May 2010
Sierra Club July 2007 - August 2007
Education
University of Minnesota Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets Finance
JP Morgan Chase Bank NA June 2014 - Present
Flushing Bank February 2013 - June 2014
National Financial Partners February 2013 - October 2013
The Johnston Group June 2011 - November 2012
LSBE Financial Markets Program April 2010 - May 2011
University of Minnesota September 2008 - May 2011
Nankai University May 2010 - June 2010
University of Minnesota January 2010 - May 2010
Sierra Club July 2007 - August 2007
Education
University of Minnesota Duluth 2007 — 2011
Bachelors of Business Administration, Financial Markets Finance
Luke Augustin's LSBE Financial Markets Program Experience May 2010 - May 2011
Job Senior Investment Analyst
Industry Financial Services
Experience
Jeffrey Slocum & Associates November 2014 - Present
Jeffrey Slocum & Associates January 2013 - November 2014
RBC June 2011 - January 2013
LSBE Financial Markets Program May 2010 - May 2011
Skills
Investments, Equity Research, Equities, Portfolio Management, Alternative Investments, Derivatives, Trading, Hedge Funds, Securities, Quantitative Analytics, Strategic Financial..., Technical Analysis, Fundamental Analysis, Investment Management, Economics, Capital Markets
Education
University of Minnesota Duluth 2007 — 2011
Finance, Economics
CFA Institute Candidate
Jeffrey Slocum & Associates November 2014 - Present
Jeffrey Slocum & Associates January 2013 - November 2014
RBC June 2011 - January 2013
LSBE Financial Markets Program May 2010 - May 2011
Skills
Investments, Equity Research, Equities, Portfolio Management, Alternative Investments, Derivatives, Trading, Hedge Funds, Securities, Quantitative Analytics, Strategic Financial..., Technical Analysis, Fundamental Analysis, Investment Management, Economics, Capital Markets
Education
University of Minnesota Duluth 2007 — 2011
Finance, Economics
CFA Institute Candidate
Alex Husnik's LSBE Financial Markets Program Experience September 2005 - May 2006
Job Regional Vice President at First Trust Portfolios L.P. serving financial advisors in Alabama and the Florida panhandle
Industry Financial Services
Experience
First Trust Portfolios October 2010 - Present
First Trust Portfolios April 2010 - October 2010
First Trust Portfolios June 2006 - July 2010
LSBE Financial Markets Program September 2005 - May 2006
Skills
Series 7, Series 66, Investments, ETFs, Financial Services, Investment Management, Relationship Management, Communication, Customer Service, Sales, Uniform Combined State..., Finance, Financial Advisory, Strategy
Education
University of Minnesota-Duluth 2002 — 2006
BBA, Finance
First Trust Portfolios October 2010 - Present
First Trust Portfolios April 2010 - October 2010
First Trust Portfolios June 2006 - July 2010
LSBE Financial Markets Program September 2005 - May 2006
Skills
Series 7, Series 66, Investments, ETFs, Financial Services, Investment Management, Relationship Management, Communication, Customer Service, Sales, Uniform Combined State..., Finance, Financial Advisory, Strategy
Education
University of Minnesota-Duluth 2002 — 2006
BBA, Finance
Reid Dobesh's LSBE Financial Markets Program Experience March 2008 - May 2009
Job Project Control Officer at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management July 2013 - Present
RBC Wealth Management August 2011 - June 2013
Wells Fargo November 2009 - August 2011
LSBE Financial Markets Program March 2008 - May 2009
Skills
Finance, Investments, Portfolio Management, Financial Services, Mutual Funds
Education
University of Minnesota-Duluth 2005 — 2009
B.B.A., Finance & Psychology
RBC Wealth Management July 2013 - Present
RBC Wealth Management August 2011 - June 2013
Wells Fargo November 2009 - August 2011
LSBE Financial Markets Program March 2008 - May 2009
Skills
Finance, Investments, Portfolio Management, Financial Services, Mutual Funds
Education
University of Minnesota-Duluth 2005 — 2009
B.B.A., Finance & Psychology
Brett Ryba's LSBE Financial Markets Program Experience March 2008 - May 2009
Job Procurement Financial Analyst at The Boeing Company
Industry Aviation & Aerospace
Experience
The Boeing Company July 2013 - Present
Boeing August 2010 - July 2013
JNBA Financial Advisors June 2010 - June 2011
LSBE Financial Markets Program March 2008 - May 2009
Education
University of Minnesota-Duluth 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
The Boeing Company July 2013 - Present
Boeing August 2010 - July 2013
JNBA Financial Advisors June 2010 - June 2011
LSBE Financial Markets Program March 2008 - May 2009
Education
University of Minnesota-Duluth 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
Bryan Cotch's LSBE Financial Markets Program Experience April 2008 - May 2009
Job Junior Financial Analyst at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters May 2009 - Present
LSBE Financial Markets Program April 2008 - May 2009
Thomson Reuters May 2008 - August 2008
Education
University of Minnesota Duluth 2005 — 2009
Thomson Reuters May 2009 - Present
LSBE Financial Markets Program April 2008 - May 2009
Thomson Reuters May 2008 - August 2008
Education
University of Minnesota Duluth 2005 — 2009
Brian Resch's LSBE Financial Markets Program Experience April 2010 - May 2011
Job Advisor Associate Investment & Portfolio Specialist for JNBA Financial Advisors
Industry Financial Services
Experience
JNBA Financial Advisors May 2011 - Present
LSBE Financial Markets Program April 2010 - May 2011
Bureau of Business and Economic Research July 2009 - June 2010
Education
University of Minnesota-Duluth 2008 — 2011
BBA, BA, Financial Markets Finance, Economics
JNBA Financial Advisors May 2011 - Present
LSBE Financial Markets Program April 2010 - May 2011
Bureau of Business and Economic Research July 2009 - June 2010
Education
University of Minnesota-Duluth 2008 — 2011
BBA, BA, Financial Markets Finance, Economics