Private Bank Minnesota
Founded: 1996 Parent organization: Alerus Financial
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Private Bank Minnesota Employees
Alerus Financial July 2014 - Present
Private Bank Minnesota January 2006 - Present
Wells Fargo Private Banking January 2000 - December 2005
Skills
Small Business Lending, Loans, Banking, Credit, Private Banking, Financial Services, Portfolio Management, Sales, Finance, Underwriting, Mortgage Lending, Commercial Banking, Commercial Lending, Credit Analysis, Treasury Management, Management
Education
University of Minnesota-Twin Cities
Dunn Warren Investment Advisor LLC October 2013 - Present
Signature Bank - Minnetonka, MN May 2013 - September 2013
Private Bank Minnesota January 2012 - May 2013
Wells Fargo November 2010 - January 2012
Skills
Customer Satisfaction, Close Attention to..., Friendly Personality, Positive Can-do Attitude, Team-oriented, Wire Transfers, Document Preparation, Business Loans, Takes Direction Well, Multi Tasking, Microsoft Office, Outlook, Deposits, Adobe Creative Suite, Photoshop, Graphic Design, Investments, Salesforce Training, Executive...
Education
The Art Institutes International-Minnesota 2004 — 2007
Bachelor's degree, Graphic Design
Torax Medical, Inc. September 2013 - Present
Virtual Radiologic February 2013 - August 2013
Comm-Works December 2011 - February 2013
Vascular Solutions, Inc August 2006 - December 2011
Analysts International April 2006 - August 2006
Private Bank Minnesota May 2003 - April 2006
Skills
Employee Relations, Human Resources, HRIS, HR Policies, Applicant Tracking..., Talent Acquisition, Recruiting, Onboarding, Performance Management, Employee Benefits, Employee Engagement, Employment Law..., Leave of Absence..., FMLA, Benefits Administration, Open Enrollment, ADP HRB, Taleo, LOA, Affirmative Action, New Hire Orientations, Screening, Coaching
Education
Concordia University-St. Paul
Osseo Senior High School
Alerus Financial June 2014 - Present
Private Bank Minnesota February 1996 - June 2014
Firstar Bank May 1995 - February 1996
Investors Bank FSB December 1984 - May 1995
Norwest Modern Home Capital March 1984 - December 1984
First Federal Savings & Loan Association of Minneapolis May 1975 - April 1984
Skills
Banking, Loans, Mortgage Lending, Small Business Lending, Commercial Lending, Credit Risk, Credit, Commercial Banking, Private Banking, Training, Credit Analysis, Consumer Lending, Wealth Management, Financial Services, Underwriting, Financial Analysis, Loan Origination
Education
St. Cloud State University 1973 — 1975
Associate of Arts, General Studies
Crown Bank May 2013 - Present
Private Bank Minnesota February 2012 - May 2013
Beacon Bank – Shorewood • Excelsior • Eden Prairie • Downtown Duluth • Duluth Miller Hill May 2008 - February 2012
Anchor Bank June 2007 - December 2007
Skills
Credit Analysis, Loans, Banking, Commercial Lending, Credit, Financial Analysis, Underwriting, Small Business Lending, Commercial Banking, Mortgage Lending, Credit Risk, Lines Of Credit, SBA 504, C&I Lending, Commercial Mortgages, C&I, Private Banking, Analysis, Finance, Financial Risk
Education
University of Saint Thomas 2010 — 2013
MBA, Management and Finance
The Risk Management Association 2008 — 2009
Continuing Education Courses
University of Minnesota-Twin Cities 2004 — 2007
BA, European History, Management, Economics
State Bank and Trust/West Metro Bank March 2012 - Present
M & I Wealth Management, a part of BMO Financial Group March 2010 - March 2012
Private Bank Minnesota December 2001 - February 2010
U. S. Bank Private Client Group April 1998 - December 2001
First Bank/Executive and Professional Banking November 1981 - July 1985
National City Bank (now M & I Bank) November 1977 - November 1981
Skills
Credit, Small Business Lending, Banking, Financial Analysis, Private Banking, Consumer Lending, Commercial Banking, Credit Analysis, Credit Risk, Commercial Lending, Mortgage Lending, Retail Banking, Wealth Management, Commercial Mortgages, Underwriting, Loan Origination, Treasury Management, Lines Of Credit
Education
University of St. Thomas 1982 — 1984
Participant, Masters of Business Administration Program
Arizona State University 1971 — 1974
BA with high honors, English Literature
Signature Bank Minnetonka, MN February 2015 - Present
Ameriprise Financial Services, Inc. April 2014 - February 2015
Signature Bank - Minnetonka, MN July 2012 - April 2014
Private Bank Minnesota August 2007 - July 2012
Education
Metropolitan State University
B.S. International Business
University of St. Thomas/Kaplan University
CFP Certification Course
Flagship Bank Minnesota August 2014 - Present
Private Bank Minnesota September 2011 - July 2014
M&I Bank November 2010 - September 2011
Bull's Eye Credit Union February 2010 - October 2010
Skills
Team Leadership, Employee Relations, Career Development, Customer Service, Banking, Problem Solving, Microsoft Office, Customer Relations, Project Management, Sales, Outlook, Training, Coaching, Credit, Human Resources, Microsoft Word, Leadership, Microsoft Excel, Small Business Lending, Insurance, Sales Management, Customer Satisfaction, Finance, Onboarding, CRM, Mortgage Lending, Private Banking
Education
Mid-State Technical College 2006 — 2008
Associate's Degree, Human Resources-Business Administration
Stevens Point Area Senior High 2002 — 2005
Diploma, General
Private Bank Minnesota December 2006 - May 2013
Northeast Bank - Minneapolis (BWY location) November 1990 - November 2006
Education
College of St. Catherine 2007 — 2008
Certificate of Advanced Leadership Studies, Leaders of the New Millennium - Advanced Leadership Studies
Bethel University 2004 — 2006
Bachelor's degree, Business Management
Capella University December 2007 - Present
Capella Education Company 2007 - Present
Private Bank Minnesota September 1999 - October 2007
Skills
PeopleSoft, SharePoint, Business Analysis, Process Improvement
Education
Capella University 2010 — 2014
IT Project Management
Citizens Independent Bank January 2015 - Present
River of Goods January 2015 - Present
Private Bank Minnesota March 1996 - July 2014
Investors Savings 1991 - 1995
The Bank Wayzata 1983 - 1991
Skills
Strategic Leadership, Leadership Development, Motivational Speaking, Management Consulting, Strategic Consulting, Strategy, Finance, Executive Management, Business Coaching, Culture Change, Private Banking, Banking, Entrepreneurship, Small Business, Executive Development, Executive Positions, Commercial Banking, Executive Coaching, Strategic Communications, Thought Leadership, Coaching, Financial Services, Leadership, Strategic Planning, Financial Planning
Education
University of Minnesota-Twin Cities 1977 — 1981
B.A.
Graduate School of Banking
Minnesota Bankers Association
Robert Morris Associates
University of St. Thomas
Mini MBA
Sterling Management, Inc. January 2007 - Present
Goldmark Property Management January 1990 - Present
Goldmark Property Management 1990 - Present
Private Bank Minnesota September 2003 - August 2014
Skills
Investment Properties, Real Estate Transactions, Asset Management, Negotiation, Real Estate, Real Estate Economics, Property Management, Contract Negotiation, Mergers & Acquisitions, Leadership, Investments, Due Diligence, Real Estate Development, Leases, Strategic Planning, Financial Analysis
Education
Drake University Law School 1978 — 1981
Juris Doctorate, Law
Universtiy of North Dakota 1974 — 1978
BSBA, Accounting