Abbot Downing

Industry: Company

Description

Headquarters: Minneapolis, MN Founded: 1986 Parent organizations: Wells Fargo, Wells Capital Management Incorporated

Abbot Downing List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Abbot Downing. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Abbot Downing Salaries. You can even request information on how much does Abbot Downing pay if you want to. Learn about salaries, pros and cons of working for Abbot Downing 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!

122 Abbot Downing employees in database. Find out everything there's to know about Abbot Downing 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.

Abbot Downing Employees

Employee
Years
Job
Industry
Shea Brown Shea Brown Chicago, Illinois Details
Shea Brown's Abbot Downing Experience March 2013 - Present
Job Senior Associate, Banking Abbot Downing
Industry Financial Services
Experience
Abbot Downing   March 2013 - Present
Wells Fargo  June 2012 - March 2013
Wells Fargo  November 2011 - June 2012
Wells Fargo  January 2011 - November 2011
South Central Bank, National Assoc.   May 2010 - January 2011
Wells Fargo  October 2007 - October 2009

Skills
Financial Services, Mortgage Banking, Wealth Management, Residential Mortgages, Mortgage Servicing, Private Banking, Wealth Management..., Microsoft Word, Microsoft Excel, Finance, Loans, Mortgage Lending, Banking

Education
City Colleges of Chicago-Harold Washington College   2014 — 2017

Connor Koppa Connor Koppa Greater Minneapolis-St. Paul Area Details
Connor Koppa's Abbot Downing Experience May 2012 - April 2013
Job Client Service Manager at Focus Financial
Industry Financial Services
Experience
Focus Financial  April 2013 - Present
Abbot Downing   May 2012 - April 2013
U.S. Trust   June 2011 - August 2011

Education
Campbell University
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management

Georgetown University - The McDonough School of Business
Business/Managerial Economics

Sue Matney Sue Matney Greensboro/Winston-Salem, North Carolina Area Details
Sue Matney's Abbot Downing Experience July 2011 - Present
Job Service Operations Manager at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   July 2011 - Present
Wells Fargo Bank  January 2006 - July 2011
Wachovia, A Wells Fargo Company  July 1999 - January 2006
Wilson Pest Control   July 1998 - September 2000

Skills
Process Improvement, Strategic Planning, Access, Microsoft Excel, Project Management, PowerPoint, Microsoft Office, Photography, Leadership, Administrative..., Office Management, Microsoft Word, Time Management, Data Entry, Spreadsheets, Human Resources, Team Building, Training

Education
University of Phoenix
Bachelor’s of Science Degree, Business Administration

American High School
Diploma

Scott Vogel, CFA, CFP® Scott Vogel, CFA, CFP® Greater Minneapolis-St. Paul Area Details
Scott Vogel, CFA, CFP®'s Abbot Downing Experience April 2012 - July 2012
Job Private Banking and Investment Group at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Private Banking & Investment Group  July 2012 - Present
Abbot Downing   April 2012 - July 2012
Lowry Hill  September 2011 - April 2012
Lowry Hill  September 2005 - September 2011
Wells Fargo  November 2004 - November 2005
Watkins & Shepard Trucking   May 2004 - August 2004
The Daily Pennsylvanian  August 2001 - May 2002

Skills
Portfolio Management, Research, Financial Modeling, Equities, Asset Allocation, VBA, Excel, Asset Management, Wealth Management, Investments, Analysis, Hedge Funds, Alternative Investments, Investment Strategies, Equity Research, Investment Management

Education
The University of Montana - School of Business Administration   2003 — 2004
BS, Finance/Financial Management

University of Pennsylvania   2001 — 2002
Computer Science and Engineering

Alana Lewis Alana Lewis Greater Minneapolis-St. Paul Area Details
Alana Lewis's Abbot Downing Experience November 2013 - Present
Job Wealth Planning Analyst
Industry Financial Services
Experience
Abbot Downing   November 2013 - Present
Monroe Moxness Berg PA  July 2007 - November 2013
Hero Law Office, P.A.   February 2002 - December 2012

Skills
Corporate Law, Estate Planning, Legal Writing, Litigation, Legal Research, Commercial Litigation, Employment Law, Intellectual Property, Corporate Governance, Real Estate, Litigation Support, Mergers, Westlaw, Outlook, Product Liability, ContactEase, Mergers & Acquisitions, Succession Planning, PowerPoint, Microsoft Excel, Microsoft Word, Personal Injury, Civil Litigation, Business Litigation

Education
Augsburg College   2010 — 2012
BA, Business Administration - Management, Magna Cum Laude (3.866)

Normandale Community College   2009 — 2009
AA, General Education

Riverland Community College
Diploma, Legal Secretary

Keith Whitaker Keith Whitaker Greater Boston Area Details
Keith Whitaker's Abbot Downing Experience January 2007 - December 2009
Job Researcher on Wealth and Philanthropy; Consultant to Enterprising Families
Industry Financial Services
Experience
Wise Counsel Research   October 2008 - Present
Vanderbilt University  March 2015 - Present
Abbot Downing   January 2007 - December 2009
Boston College Center on Wealth and Philanthropy   July 2004 - December 2009
Abbot Downing   January 2006 - December 2006
Abbot Downing   January 2005 - December 2005
Tanager Financial Services  July 2004 - December 2004
Boston College  September 1998 - June 2004
Pioneer Institute for Public Policy Research  2002 - 2003

Skills
Wealth Management, Estate Planning, Strategic Financial..., Wealth, Financial Services, Wealth Management..., High Net Worth..., Trusts, Financial Planners, Business Planning, Investments, Asset Managment, Retirement Planning

Education
University of Chicago   1993 — 1998
Doctor of Philosophy (Ph.D.), Social Thought

Boston University   1991 — 1993
Master's degree, Classics and Classical Languages, Literatures, and Linguistics

Boston University   1989 — 1993
Bachelor's degree, Philosophy

Lisa Featherngill Lisa Featherngill Greensboro/Winston-Salem, North Carolina Area Details
Lisa Featherngill's Abbot Downing Experience November 2011 - Present
Job Managing Director, Abbot Downing
Industry Financial Services
Experience
Abbot Downing   November 2011 - Present
DivaCFO   April 2013 - Present
YMCA  January 2009 - Present
Financial Literacy Commission - AICPA   January 2013 - Present
AICPA  2006 - September 2012
Wells Fargo Family Wealth  September 2007 - November 2011
Heritage Wealth Advisors  2005 - August 2007
Wachovia  June 1996 - January 2005
Arthur Andersen  June 1985 - June 1996

Skills
Financial Advisory, Estate Planning, Retirement Planning, Wealth Management..., High Net Worth..., Financial Planners, Finance, Tax, Strategic Financial..., Wealth Management, Investments, Mergers & Acquisitions, Wealth, Asset Allocation, Trusts, Income Tax, Investment Advisory, Estate Law, Management, Estate Tax Planning, Portfolio Management, Project Planning, Personal Finance, CPA, Financial Planning

Education
George Mason University   1981 — 1985
B.S., Accounting

Patrick Thompson, CFP Patrick Thompson, CFP United States Details
Patrick Thompson, CFP's Abbot Downing Experience March 2015 - Present
Job Analyst, Asset Management at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   March 2015 - Present
Abbot Downing   January 2013 - March 2015
Abbot Downing   November 2010 - December 2012
Wells Fargo  August 2009 - October 2010
Wachovia Wealth Management  June 2006 - August 2009
Wachovia Wealth Management  September 2003 - May 2006

Skills
Asset Management, Portfolio Management, Wealth Management, Investments, Equities, Financial Analysis, Investment Strategies, Asset Allocation, Financial Planning, Financial Services

Education
University of North Carolina at Chapel Hill   2013 — 2015
Master of Business Administration (MBA) Candidate, Concentration in Investment Management

Florida State University   1998 — 2003
Bachelor of Science (B.S.), Finance, Minor Computer Science

Passed Level II of the CFA Program

Gabrielle Agha Gabrielle Agha San Francisco, California Details
Gabrielle Agha's Abbot Downing Experience January 2012 - Present
Job Client Service Associate at Abbot Downing
Industry Banking
Experience
Abbot Downing   January 2012 - Present
Wells Fargo Bank  August 2006 - January 2012

Skills
Consumer Lending, Retail Banking, Cross Selling, Small Business Lending, Wealth Management, Financial Services, Private Banking, Commercial Lending, Commercial Banking, Credit Analysis, Banking, Lines Of Credit, Relationship Management, Wealth Management..., Administrative..., Office Management, Credit

Education
College of Marin   2006 — 2008
Psychology

Elizabeth Bovee, MBA Candidate Elizabeth Bovee, MBA Candidate Minneapolis, Minnesota Details
Elizabeth Bovee, MBA Candidate's Abbot Downing Experience December 2012 - Present
Job Investment Associate at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   December 2012 - Present
U.S. Trust Bank of America Private Wealth Management   October 2010 - December 2012

Education
University of St. Thomas   2012 — 2016
Master of Business Administration (M.B.A.)

University of Minnesota-Twin Cities   2004 — 2009
B.A. Economics, Minor in Management

Taylor Roszkos Taylor Roszkos Greater Los Angeles Area Details
Taylor Roszkos's Abbot Downing Experience October 2014 - Present
Job CSA
Industry Financial Services
Experience
Abbot Downing   October 2014 - Present
Accountemps  May 2014 - September 2014

Skills
Maya, Photoshop, Drawing, Painting, Microsoft Office, After Effects, Adobe Creative Suite, Motionbuilder, Animation, 3D animation, 2D graphics, Character Rigging, Compositing, Avid, Illustrator, Digital Illustration, Zbrush, Storyboarding, Character Animation, Illustration, Digital Art, Computer Animation, Film, Microsoft Excel, PowerPoint

Education
Chapman University   2009 — 2013
Digital Arts

Joshua Waldron, CMT Joshua Waldron, CMT Greater Minneapolis-St. Paul Area Details
Joshua Waldron, CMT's Abbot Downing Experience September 2012 - Present
Job Asset Management Analyst at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   September 2012 - Present
Wells Fargo  September 2010 - September 2012
Wells Fargo  July 2010 - September 2010
Wells Fargo  January 2010 - April 2010
Wells Fargo  November 2009 - January 2010
Wells Fargo  May 2009 - October 2009
University of Minnesota Duluth  September 2008 - May 2009

Skills
Customer Service, Financial Markets, Asset Allocation, Securities, Investments, Mutual Funds, Equities, Portfolio Management, Financial Analysis, Banking, Hedge Funds, Asset Management, Financial Modeling, Alternative Investments, Wealth Management

Education
University of Minnesota - Carlson School of Management   2014 — 2017
Master of Business Administration (M.B.A.), Finance

University of Minnesota Duluth   2005 — 2009
BBA, Financial Markets

Amy Kent-Ardito, CTFA Amy Kent-Ardito, CTFA Atlanta, Georgia Details
Amy Kent-Ardito, CTFA's Abbot Downing Experience January 2013 - Present
Job Director, Client Services at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   January 2013 - Present
Abbot Downing   January 2012 - December 2012
Wells Fargo  April 2007 - December 2011
Wells Fargo  January 2006 - March 2007

Skills
Wealth Management, Financial Services, Administrative..., Office Administration, Client Services, Project Coordination

Education
Cincinnati State Technical and Community College   1992 — 1994
Associate’s Degree, Managerial Accounting

Kristina Billig Kristina Billig Greater Minneapolis-St. Paul Area Details
Kristina Billig's Abbot Downing Experience April 2013 - Present
Job Underwriter at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2013 - Present
Abbot Downing   September 2008 - April 2013
US Bank  September 2007 - September 2008
Wells Fargo  August 2004 - February 2007

Skills
Wealth Management, Banking, Asset Managment, Financial Analysis, Risk Management, Credit, Loans, Financial Services

Education
University of St. Thomas   2009 — 2014
Master of Business Administration (M.B.A.), Finance

St. Cloud State University   2006 — 2007
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

University of Minnesota-Twin Cities   2003 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Marty Hargrave Marty Hargrave Greater Minneapolis-St. Paul Area Details
Marty Hargrave's Abbot Downing Experience November 2012 - Present
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   November 2012 - Present
Fifth Third Asset Management  2003 - 2012
Paladin Investment Associates   2000 - 2003
Investment Advisers Inc  1996 - 2000
Sunkist Growers  1991 - 1996

Skills
Stock Market, Portfolio Management, Equity Research, Financial Analysis, Corporate Finance, Treasury Management, Investments, Investment Strategies, Banking, Equities, Financial Modeling, Investment Management, Alternative Investments, Investment Advisory, Bloomberg, Asset Management, Hedge Funds

Education
UCLA Anderson School of Management   1989 — 1991
Master of Business Administration (MBA), Finance

University of Southern California   1976 — 1980
Bachelor of Science (B.S.), Biology/Biological Sciences, General

Santana High School

Kyle Nieman, CPA Kyle Nieman, CPA Minneapolis, Minnesota Details
Kyle Nieman, CPA's Abbot Downing Experience July 2015 - Present
Job Financial Consultant at Abbot Downing (Wells Fargo)
Industry Financial Services
Experience
Abbot Downing   July 2015 - Present
Renewable Energy Group  June 2014 - July 2015
The University of Iowa  August 2012 - May 2014
The Henry Fund  January 2013 - December 2013
Renewable Energy Group, Inc  May 2013 - August 2013
Three Rivers FS   January 2010 - October 2012
Iowa State University  August 2007 - December 2009
Hy-Vee, Inc  May 2009 - August 2009

Skills
Data Analysis, Microsoft Excel, Financial Analysis, Microsoft Office, Accounting, PowerPoint, Research, Microsoft Word, Financial Modeling, Access, Customer Service, Financial Reporting, Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Business Analysis, Renewable Energy, Biofuels, Biochemicals

Education
University of Iowa - Henry B. Tippie College of Business   2012 — 2014
Master of Business Administration (M.B.A.), Finance

Iowa State University   2006 — 2009
Bachelor of Science, Accounting, Finance

Beth Gibson Lilja Beth Gibson Lilja Greater Minneapolis-St. Paul Area Details
Beth Gibson Lilja's Abbot Downing Experience December 1992 - June 2003
Job Professional Organizer for more than 20 years, serving busy professionals
Industry Professional Training & Coaching
Experience
BGL & Associates, LLC, Professional Organizers   January 2012 - Present
Association of Personal Photo Organizers   December 2011 - Present
National Association of Professional Organizers  February 2013 - Present
Minnesota Women's Consortium  July 2012 - August 2015
Creative Memories  September 1996 - October 2013
Abbot Downing   December 1992 - June 2003
Source Financial Group   February 1987 - December 1992

Skills
Public Speaking, Team Building, Strategic Planning, Event Planning, Non-profits, Budgets, Leadership Development, Coaching, Microsoft Excel, Project Management, Digital Projects ..., Traditional..., Photo Memorabilia..., Photos, Scrapbooking, Nonprofits, Small Business, Event Management, Customer Service, Marketing, Sales, Fundraising, Program Management, Leadership, Entrepreneurship, Direct Sales, Marketing Communications, Marketing Strategy, Social Networking

Education
College for Financial Planning   1989 — 1990
Financial Paraplanner, Estate Planning

St. Cloud State University   1982 — 1986
B.S., Marketing

Charles Wondra, CTFA, CFP Charles Wondra, CTFA, CFP Winston Salem, North Carolina Details
Charles Wondra, CTFA, CFP's Abbot Downing Experience April 2012 - Present
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2012 - Present
Wells Fargo Family Wealth  May 2008 - April 2012
JP Morgan Private Bank  June 2006 - May 2008
Northern Trust  March 2002 - June 2006
Federal Reserve Bank of Cleveland  1989 - 1996

Skills
Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Holistic Financial..., Charitable Gift Planning, Trust Management

Education
The University of Akron   1984 — 1989
Business Administration, Finance

Walsh Jesuit

Ann Marie (Schmitz) Williams, CPA/PFS, JD, TEP Ann Marie (Schmitz) Williams, CPA/PFS, JD, TEP Charlotte, North Carolina Area Details
Ann Marie (Schmitz) Williams, CPA/PFS, JD, TEP's Abbot Downing Experience January 2012 - January 2013
Job Partner Private Wealth Services Leader of the MidSouth at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP  May 2015 - Present
BDO USA, LLP  June 2013 - April 2015
Abbot Downing   January 2012 - January 2013
Wells Fargo  November 2010 - January 2012
CliftonLarsonAllen  January 2005 - November 2010
KPMG LLP  December 1997 - January 2005
Pesta Finnie & Associates   June 1997 - December 1997
Abood, Abood & Rheaume, P.C.   May 1995 - January 1997

Skills
Tax, Retirement Planning, Management, Practice Development, Non-profits, Partnership Taxation, Trust Taxation, Gift Tax, Estate Administration, Estate Tax Planning, Business Succession..., High Net Worth..., Personal Income Tax..., Investment Management, Personal Trust..., College Teaching, Estate Planning, Succession Planning, CPA, Income Tax, Financial Planners, Trusts, Strategic Financial..., Tax Advisory, Wealth Management, Mergers, Wealth

Education
Walsh College of Accountancy and Business Administration   1995 — 1997
MS, Professional Accountancy

Thomas M. Cooley Law School   1992 — 1995
Juris Doctor, Law

Michigan State University   1986 — 1990
BA, Accounting

East Grand Rapids High   1982 — 1986

Kayce King, CFA Kayce King, CFA Winston Salem, North Carolina Details
Kayce King, CFA's Abbot Downing Experience December 2001 - Present
Job Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing   December 2001 - Present
Bessemer Trust Company  May 2000 - December 2001
Northern Trust Bank of Florida   April 1991 - April 2000

Skills
Family Dynamics, Estate Planning, Investment Strategies, Charitable Gift Planning, Wealth Management, Investment Management, Alternative Investments, Retirement Planning, Asset Allocation, High Net Worth..., Asset Management, Investments, Wealth Management..., Portfolio Management, Series 7, Hedge Funds, Investment Advisory, Securities, Fixed Income, Equities, Banking

Education
UNC Chapel Hill   1982 — 1986
AB, Economics

Sarah Sederstrom Sarah Sederstrom Greater Minneapolis-St. Paul Area Details
Sarah Sederstrom's Abbot Downing Experience May 2010 - July 2013
Job Participant Experience Consultant, CRSP
Industry Financial Services
Experience
Wells Fargo  June 2015 - Present
Wells Fargo  July 2013 - June 2015
Abbot Downing   May 2010 - July 2013
Wells Fargo  May 2008 - May 2010
Wells Fargo  June 2006 - May 2008
Wells Fargo  March 2005 - June 2006
Wells Fargo  July 2004 - March 2005

Skills
Client Services, Microsoft Office, Word, PowerPoint, Event Planning, Meeting Planning, Mass Mailings, Team Building, Social Media, Human Resources, Leadership, Microsoft Excel, Customer Service

Education
Saint Mary's University of Minnesota   2010 — 2012
Masters of Arts, Organizational Leadership

St. Cloud State University   2000 — 2004
Bachelor of Science

Amy Jucoski Amy Jucoski Greensboro/Winston-Salem, North Carolina Area Details
Amy Jucoski's Abbot Downing Experience April 2013 - Present
Job Director, National Planning Manager at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2013 - Present
Abbot Downing, a Wells Fargo Business  August 2012 - April 2013
Abbot Downing   January 2002 - August 2012
Wells Fargo  October 2000 - January 2002
Wells Fargo  August 1998 - October 2000
Wells Fargo  June 1994 - August 1998

Skills
Complex Problem-Solving, Time Management, Social Perceptiveness, Coordination, Instructing, Technical Analysis, Active Listening, Critical Thinking, Project Management, Change Management, Strategic Financial..., Strategic Planning, Financial Advisory, Legal Research, Highly detail oriented, Computer Proficiency, Communication Skills, Highly motivated..., Wealth Management..., Problem Solving, Investment Advisory, Wealth Management, Estate Planning, Wealth, Financial Services, Financial Planning

Education
University of Phoenix   2008 — 2011
Bachelor of Science (BS), Management, 3.98

College for Financial Planning   2003 — 2005
CFP®

Champlain College   1991 — 1993
Associate's degree, Paralegal, 3.89

Haroon Sattari Haroon Sattari Emeryville, California Details
Haroon Sattari's Abbot Downing Experience April 2013 - September 2013
Job Vice President, Private Banking at Citi
Industry Investment Management
Experience
Citi  September 2013 - Present
Abbot Downing   April 2013 - September 2013
Abbot Downing   April 2012 - April 2013

Skills
Investments, Portfolio Management, Fiduciary Services, Asset Management, Investment Management, Private Banking, High Net Worth..., Relationship Management, Asset Allocation, Investment Advisory, Hedge Funds, Fixed Income, Investment Strategies, Wealth Management..., Equities, Mutual Funds, Series 7, Securities, ETFs, Credit, Risk Management, Valuation, Capital Markets, Wealth Management, Financial Analysis, Alternative Investments, Private Equity, Derivatives, Series 63, Finance

Education
University of California, Davis   2007 — 2011
Bachelor of Arts (BA), Economics

Colleen Hickman Colleen Hickman Charlotte, North Carolina Details
Colleen Hickman's Abbot Downing Experience July 2004 - Present
Job Project Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   July 2004 - Present
Accenture  February 1997 - June 2004

Education
The University of Georgia   1992 — 1996
Bachelor of Business Administration (BBA), Finance, General

Christian Gannon Christian Gannon Raleigh-Durham, North Carolina Area Details
Christian Gannon's Abbot Downing Experience May 2012 - February 2015
Job Investment Analyst at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds  February 2015 - Present
Abbot Downing   May 2012 - February 2015
US Trust  May 2011 - August 2011
Archer Investment Management Raleigh, NC   January 2011 - May 2011

Skills
Investments, Portfolio Management, Wealth Management, Investment Management, Asset Allocation, Mutual Funds, Strategic Financial..., Microsoft Excel, Risk Management, Financial Analysis, Financial Planning, Wealth Management..., Financial Modeling, Retirement Planning, Due Diligence, Alternative Investments

Education
Campbell University   2010 — 2012
Master of Business Administration (MBA)

Campbell University   2007 — 2012
Bachelor of Business Administration (B.B.A.), Trust and Wealth Management

Southeastern Baptist Theological Seminary
Master of Divinity (M.Div.), Missiology

Jason Lattin, CFA Jason Lattin, CFA Cave Creek, Arizona Details
Jason Lattin, CFA's Abbot Downing Experience January 1999 - April 2015
Job Regional Director of Investments at BMO Private Banking
Industry Investment Management
Experience
BMO Private Banking  April 2015 - Present
Abbot Downing   January 1999 - April 2015

Skills
Asset Allocation, Alternative Investments, Portfolio Management, Equities, Asset Management, Investment Management, Fixed Income, Investment Strategies, Wealth Management, Investments, Hedge Funds, Investment Advisory, Wealth Management..., Equity Research

Education
Thunderbird School of Global Management   1991 — 1992
Master of International Management, International Finance

Arizona State University   1987 — 1991
Bachelor of Science (B.S.), Finance, General

Denise McClain Denise McClain Phoenix, Arizona Area Details
Denise McClain's Abbot Downing Experience 2007 - Present
Job Director at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   2007 - Present
Lowry Hill  2007 - 2012
Quarles & Brady LLP  2004 - 2007

Skills
Wealth Management, Estate Planning, Finance, Trusts, Retirement Planning, Estate Administration, Legal Research, Strategic Financial..., Legal Writing, Corporate Law, Asset Management, Wealth, Litigation, Business Transactions, Estate Law, Retirement, Charities, Alternative Investments, CPA, Investments

Education
Arizona State University College of Law   1995 — 1998

Arizona State University - W. P. Carey School of Business   1990 — 1995
B.S., Accountancy

Matthew Brinton Matthew Brinton Raleigh, North Carolina Details
Matthew Brinton's Abbot Downing Experience December 2013 - Present
Job Performance Analyst at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   December 2013 - Present
University of the District of Columbia  August 2012 - May 2013
CAPTRUST  July 2011 - August 2012
CAPTRUST  October 2010 - August 2012

Skills
Finance, Performance Reporting, Portfolio Accounting, Informa Performer, Axys, Advent Portfolio..., Pure Mathematics, Portfolio Performance..., Investments, System Conversion, Game Day Operations, Sports Industry, Sports Information, Sports Marketing, Sports

Education
Georgetown University   2012 — 2013
Master's Degree, Sports Industry Management

North Carolina State University   2006 — 2010
Bachelor of Science (BS), Mathematics

Annette Locke Annette Locke Greater Minneapolis-St. Paul Area Details
Annette Locke's Abbot Downing Experience October 2007 - April 2013
Job Account Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  April 2013 - Present
Abbot Downing   October 2007 - April 2013
Wells Fargo  June 2006 - October 2007
Wells Fargo Home Mortgage  June 2005 - June 2006
Cingular Wireless  2003 - 2006

Skills
Call Center, Customer Service, FHA, Bill Payment, Time Management, Staff Mentoring, Account Maintenance, SEI, Microsoft Office, CSS, Trust Services, Excel, Operations, Outlook, Teamwork, Troubleshooting, Business Ethics, Problem Solving, Microsoft Excel, Call Centers, Private Banking, Wealth Management, Banking, Portfolio Management, Risk Management, Investments, Asset Allocation, Analysis

Education
The University of North Dakota   1993 — 1995

Red River High School   1991 — 1993
High School Diploma, College Prep

Patrick Beaudry Patrick Beaudry Greensboro/Winston-Salem, North Carolina Area Details
Patrick Beaudry's Abbot Downing Experience April 2007 - Present
Job Senior Wealth Planning Strategist
Industry Investment Management
Experience
Abbot Downing   April 2007 - Present
Wachovia Bank  2003 - 2007
Auditor General - State of Florida   January 1996 - July 1998

Skills
High Net Worth..., Investment Projection, Cash Flow Analysis, Estate Planning, Portfolio Management, Financial Planning, Investments, Wealth Management, Financial Analysis, Cash Flow, Strategic Financial..., Investment Advisory, Investment Strategies, Investment Management, Asset Allocation, Alternative Investments, Wealth Management..., Finance, Asset Management

Education
Wake Forest University - Babcock Graduate School of Management   1998 — 2000
MBA, Securities Analysis

Florida State University - College of Business   1986 — 1989
BS, Accounting and Finance

David M. Parker, CFA David M. Parker, CFA Charlotte, North Carolina Area Details
David M. Parker, CFA's Abbot Downing Experience September 2010 - Present
Job SVP & Managing Director at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   September 2010 - Present
Wells Fargo  1994 - 2012
Abbot Downing   January 2004 - August 2010

Education
Stephens College of Business, University of Montevallo   1983 — 1987
Bachelor of Business Administration (BBA), Concentration in Finance

Queens University of Charlotte

Queens University of Charlotte

Joseph Roberts Joseph Roberts Philadelphia, Pennsylvania Details
Joseph Roberts's Abbot Downing Experience March 2012 - November 2013
Job Wealth Strategist Specializing in Taxation
Industry Financial Services
Experience
Wells Fargo Private Bank  November 2013 - Present
Abbot Downing   March 2012 - November 2013
Wells Fargo Private Bank  June 2010 - March 2012
PricewaterhouseCoopers LLP  December 2007 - June 2010
The Stanley Laman Group, Ltd   June 2007 - October 2007
Jackson Cross   March 2006 - May 2007
Elam Law   May 2006 - January 2007
Palmarella, Curry   February 2006 - May 2006
Lawyering Together Program   November 2004 - January 2006
Philadelphia Volunteer Lawyers for the Arts  May 2005 - August 2005

Skills
Estate Planning, Tax Law, Financial Planning, Employee Benefits, Succession Planning, Asset Protection, Trusts, Wealth, Retirement Planning, Wills, Non-profits, Business Planning, Research, Public Speaking, High Net Worth..., Tax, Strategic Financial..., Wealth Management, Financial Planners, Investments, Asset Allocation, Asset Management, Finance, Financial Services, Endowment Funds, Investment Advisory, Wealth Management..., Wealth Preservation..., Nonprofits

Education
Villanova University School of Law   2007 — 2008
LL.M, Taxation

Villanova University School of Law   2004 — 2007
JD

University of South Florida   2000 — 2004
BA, Philosophy and Religious Studies

Thomas Frank Thomas Frank San Francisco, California Details
Thomas Frank's Abbot Downing Experience March 2010 - March 2013
Job Executive Vice President, Northern California Regional Manager at Whittier Trust Company
Industry Financial Services
Experience
Whittier Trust Company  April 2013 - Present
Abbot Downing   March 2010 - March 2013
Bessemer Trust  September 1994 - March 2010
U.S. Trust Company of New York   November 1987 - August 1994

Skills
Investment Management, Wealth Management..., Wealth, Fiduciary Services, Wealth Management, Asset Allocation, Investment Advisory, Estate Planning, Asset Managment, Family Office, Investments, Portfolio Management, Retirement Planning, Alternative Investments, High Net Worth...

Education
Brooklyn Law School   1989 — 1993
JD, Law

Georgetown University   1982 — 1986
BSFS, Foreign Service

Eric Grodan Eric Grodan Greater Los Angeles Area Details
Eric Grodan's Abbot Downing Experience 2014 - Present
Job Abbot Downing, a Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing   2014 - Present
Merrill Lynch  January 2008 - 2014
California Community Foundation  November 2002 - January 2008
Grodan Law Group   2000 - 2008
Survivors of the Shoah Visual History Foundation  July 1997 - November 2002
Shoah Foundation Institute University of Southern California   1997 - 2002

Skills
Planned giving..., Estate Planning, Planned Giving, Tax, Endowments, Philanthropy, Trusts, Asset Management, Investments, Financial Advisory, Asset Managment, Estate Law, High Net Worth..., Wealth Management, Charities, Wealth, Estate Tax Planning, Securities, Investment Strategies, Leadership, Personal Finance, Investment Management, Alternative Investments, Trust Services, Asset Allocation, Mutual Funds, Wealth Management..., Uniform Combined State..., Series 7, Investment Advisory, IRAs, Financial Planners, FINRA, Portfolio Management, Trust Management, Life Insurance, Multi-generational..., Charitable Trusts, Long Term Care Insurance, Fiduciary, Private Equity, Financial Planning

Education
Loyola Law School, Loyola Marymount University   2006 — 2012
Master of Laws (LL.M.), Tax

Southwestern University School of Law   1997 — 2000
JD, Law

Michigan State University   1990 — 1994
Bachelor of Arts, Pre-Law

Lisa Tepper Lisa Tepper Greater Los Angeles Area Details
Lisa Tepper's Abbot Downing Experience April 2012 - Present
Job Director, Client Services at Abbot Downing
Industry Banking
Experience
Abbot Downing   April 2012 - Present
Wells Fargo Family Wealth  September 2001 - Present
UBS/PaineWebber  April 1992 - June 2001

Education
University of Florida   1982 — 1986
BS, Business - Finance

Peggy Arola Peggy Arola Minneapolis, Minnesota Details
Peggy Arola's Abbot Downing Experience February 2011 - Present
Job Executive Assistant at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   February 2011 - Present
Wells Fargo  October 2010 - February 2011
Wells Fargo  September 2005 - October 2010
Wells Fargo  December 2004 - September 2005
Wells Fargo  September 1997 - December 2004
Wells Fargo  March 1997 - September 1997

Skills
Project Coordination, Financial Reporting, Microsoft Excel, MS Excel Pivot Tables, Coaching Staff, Database Design, Access Database, SharePoint, Microsoft Office, Executive Calendar..., Event Planning, Account Reconciliation, Employee Training, Travel Management, Approvals, Customer Service, Insurance

Education
College of St. Benedict   1992 — 1996
Bachelor of Science (BS), Psychology

College of St. Benedict   1992 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Marshall Allen, CFP® Marshall Allen, CFP® Palm Beach, Florida Details
Marshall Allen, CFP®'s Abbot Downing Experience November 2012 - Present
Job Associate, Client Services at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   November 2012 - Present
Wells Fargo Bank, N.A.   June 2010 - November 2012
Campbell University Natatorium   May 2007 - August 2009
Southeastern Trust School   June 2009 - June 2009
Quiznos Subs  April 2005 - August 2006

Education
Palm Beach Atlantic University   2013 — 2014
Master of Business Administration (MBA), Business Administration

Campbell University   2006 — 2010
BBA, Trust & Wealth Management

Nebula Gu Nebula Gu Greater Los Angeles Area Details
Nebula Gu's Abbot Downing Experience 2012 - Present
Job Investment Analyst at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   2012 - Present
SAG-AFTRA  2011 - Present
First Western Capital Management  2011 - 2011
KAC Media   June 2009 - July 2010
Merrill Lynch  June 2008 - May 2009
Fisher Investments  July 2007 - February 2008
Fisher Investments  July 2006 - July 2007

Skills
Portfolio Management, Investments, Asset Allocation, CRM, Financial Services, Trading, Leadership, Management, Marketing, Online Marketing, Project Management, Analysis, Account Management, Training, Event Management, Microsoft Word, Entrepreneurship, Fundraising, Research, Financial Analysis

Education
UCLA Anderson School of Management
Candidate for Masters in Business Administration

University of California, Berkeley
Bachelor of Arts, Economics, Ethnic Studies

Joy Mitzuk Joy Mitzuk Greater Minneapolis-St. Paul Area Details
Joy Mitzuk's Abbot Downing Experience January 2014 - November 2014
Job Investment Management Associate at US Bank Private Client Reserve
Industry Financial Services
Experience
US Bank Private Client Reserve  January 2015 - Present
Abbot Downing   January 2014 - November 2014
Wells Fargo  May 2013 - October 2013
Wells Fargo  November 2012 - May 2013
Wells Fargo Bank  March 2000 - November 2011

Skills
Microsoft Office, SEI/Invest 3000, Morningstar, FactSet, MOXY, Performance Station, Series 7, Financial Analysis, Moxy, Asset Allocation

Education
Augsburg College   1980 — 1985
BA, Business Administration

Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, General

Christopher Orndorff Christopher Orndorff Spokane, Washington Details
Christopher Orndorff's Abbot Downing Experience June 2014 - August 2014
Job Graduate Assistant at Gonzaga University CCASL
Industry Accounting
Experience
Wells Fargo Wealth Management  July 2015 - Present
Gonzaga University CCASL   August 2014 - May 2015
Bulldog Investment Group   September 2010 - May 2015
Abbot Downing   June 2014 - August 2014
Battelle  May 2012 - August 2013

Skills
Accounting, Analysis, Microsoft Excel, Leadership, Entrepreneurship, Research, Statistics, Writing, Investments, Access

Education
Gonzaga University - School of Business Administration   2013 — 2015
Master’s Degree, Accounting - Financial Accounting and Reporting, 4.00 GPA

Gonzaga University   2010 — 2014
Bachelor's Degree, Accounting; Business Administration, 3.99 GPA

Kamiakin High School   2006 — 2010
High School, High School/Secondary Diplomas and Certificates, 4.00

Christina Ambrose Christina Ambrose Minneapolis, Minnesota Details
Christina Ambrose's Abbot Downing Experience September 2015 - Present
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   September 2015 - Present
Abbot Downing   November 2013 - September 2015
Monroe Moxness Berg PA  May 2011 - November 2013
Wells Fargo Bank  August 2010 - May 2011
Wells Fargo Home Mortgage  November 2009 - July 2010
Ernst & Young LLP  June 2008 - August 2008
AccountAbility Minnesota  January 2008 - April 2008
Wells Fargo Bank  December 2004 - August 2007
Minnesota General Crime Victim Coalition   February 2007 - May 2007
University of Minnesota  May 2004 - December 2004

Skills
Multi-generational..., Wealth Management, Wealth Management..., Strategic Planning, Financial Services, Risk Management, Financial Advisory, Financial Reporting, Retirement, Investments

Education
William Mitchell College of Law   2006 — 2009
Juris Doctor, Law

University of Minnesota Duluth   2000 — 2004
BBA, Finance

Thomas Raymond, CFA Thomas Raymond, CFA Greater Philadelphia Area Details
Thomas Raymond, CFA's Abbot Downing Experience September 2006 - Present
Job Vice President at Abbot Downing (Formerly Wells Fargo Family Wealth)
Industry Investment Management
Experience
The Eloquent Investor   October 2014 - Present
Abbot Downing   September 2006 - Present
Warren County Community College (Abromitis Online Learning)   August 2013 - December 2013
Warren County Community College (Abromitis Online Learning)   August 2011 - December 2011
Wilmington Trust  2001 - 2006

Skills
Asset Allocation, Alternative Investments, Investments, Wealth Management, Macroeconomics, Investment Strategies, Investment Management, Hedge Funds, Equities, Asset Management, Fixed Income, Investment Advisory, Mutual Funds, Series 7, Portfolio Management

Education
Villanova University   2010 — 2013
Masters of Taxation

Drexel University   2003 — 2005
MBA

Penn State University   1997 — 2001

Archmere Academy   1994 — 1997
High School

Chuck Maloney Chuck Maloney Greater Minneapolis-St. Paul Area Details
Chuck Maloney's Abbot Downing Experience April 2012 - Present
Job Director at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   April 2012 - Present
Lowry Hill  October 1996 - April 2012

Skills
Wealth Management, Asset Allocation, Investments, Financial Services, Finance, Investment Management, Asset Management, Wealth Management..., High Net Worth..., Investment Advisory, Private Banking

Education
University of St. Thomas - Opus College of Business   1994 — 1998
MBA, Finance

Minnesota State University, Mankato   1986 — 1990
B.S., Finance & Marketing

Tom Weizenegger Tom Weizenegger Minneapolis, Minnesota Details
Tom Weizenegger's Abbot Downing Experience November 2014 - Present
Job Investment Analyst at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   November 2014 - Present
Abbot Downing   February 2011 - November 2014

Skills
Asset Allocation, Private Equity, Alternative Investments, Equity Valuation, Financial Analysis, Financial Statement..., Wealth Management, Asset Management, Financial Modeling, Investment Management, Investment Strategies, Valuation, Portfolio Management, Equities, Investments

Education
University of Minnesota-Duluth   2005 — 2009
BBA, Finance

Kyle Jorgensen, CFA Kyle Jorgensen, CFA Minneapolis, Minnesota Details
Kyle Jorgensen, CFA's Abbot Downing Experience September 2011 - Present
Job Portfolio Manager at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   September 2011 - Present
Lowry Hill  June 2007 - January 2012
South Dakota Investment Council  2006 - 2007

Skills
Asset Management, Portfolio Management, Investments, Equities, Valuation, Financial Analysis, Financial Modeling, Asset Allocation, Equity Research, Research, Excel, Accounting, Analysis, Risk Management, Financial Planning, Investment Strategies, Investment Management, Hedge Funds, Wealth Management

Education
The University of South Dakota   2003 — 2007
BBA, Finance

Karl Farmer, CFA Karl Farmer, CFA Houston, Texas Area Details
Karl Farmer, CFA's Abbot Downing Experience August 2013 - Present
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   August 2013 - Present
BBVA Compass  June 2010 - August 2013
Invesco Aim  January 2003 - July 2008
Invesco Aim  March 2000 - December 2002
Invesco Aim  July 1998 - February 2000
Greenlight Capital  1997 - 1997
William M. Mercer, Inc.   1990 - 1996

Skills
Chartered Financial..., Asset Management, Investments, Fundamental Research, Investment Advisory, Equities, Series 7, Portfolio Management, Financial Modeling, Equity Research, Fixed Income, Investment Management, Alternative Investments, Emerging Markets, Management, Mutual Funds, Asset Managment, Hedge Funds, Valuation, Research, Wealth Management, Bloomberg, Retirement Planning, Capital Markets, Finance, Strategy, Risk Management, Asset Allocation, Chartered Financial..., Banking, Economics

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance/Investment Management

Texas A&M University   1986 — 1990
BS, Economics/Mathematics

Michael DiPilla Michael DiPilla Philadelphia, Pennsylvania Details
Michael DiPilla's Abbot Downing Experience January 2001 - Present
Job Certified Trust and Financial Advisor
Industry Financial Services
Experience
Abbot Downing   January 2001 - Present

Skills
Certified Trust and..., Financial Services, Key Account...

Education
Temple University - Fox School of Business and Management   1998 — 2001
Bachelor of Business Administration (BBA), Marketing

Atiya Ahsan Atiya Ahsan Minneapolis, Minnesota Details
Atiya Ahsan's Abbot Downing Experience June 2012 - June 2013
Job Wealth Management Trust Review Specialist at U.S. Bank
Industry Financial Services
Experience
U.S. Bank   June 2013 - Present
Abbot Downing   June 2012 - June 2013
Lowry Hill  December 2005 - June 2012
Wells Fargo  October 2001 - December 2005
Ameriprise Financial Services, Inc.   April 2000 - October 2001
Ameriprise Financial Services, Inc.   April 1999 - April 2000
Ameriprise Financial Services, Inc.   August 1997 - April 1999

Skills
Investments, Wealth Management, Estate Planning, High Net Worth...

Education
University of Nebraska College of Law   1990 — 1993
Juris Doctor, Law

University of Nebraska-Lincoln   1988 — 1990
Graduate Study, Economics

The University of South Dakota   1983 — 1988
Bachelor of Science in Business Administration, Economics

Brian Lane Brian Lane Greater Boston Area Details
Brian Lane's Abbot Downing Experience March 2014 - Present
Job External Investment Analyst at Abbot Downing (A Wells Fargo Company)
Industry Investment Management
Experience
Abbot Downing   March 2014 - Present
Abbot Downing (A Wells Fargo Company)   June 2005 - February 2014

Skills
Asset Management, High Net Worth..., Wealth Management, Investments, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Investment Strategies, Private Equity

Education
Boston College   1992 — 1996
BS, Economics

St. Mark's School   1989 — 1992
General Studies

Kyle Rashad Kyle Rashad Greater Minneapolis-St. Paul Area Details
Kyle Rashad's Abbot Downing Experience September 2013 - Present
Job Client Service Associate, Trust at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   September 2013 - Present
Wells Fargo  June 2013 - August 2013
The Edge Magazine  January 2013 - May 2013
Wells Fargo  August 2011 - May 2013
Wells Fargo  August 2010 - August 2011

Skills
Sales, Financial Analysis, Public Speaking, Social Media, Data Entry, Mortgage Lending, Group Dynamics, Customer Service, Customer Support, Loan Origination, Credit, Leadership, Consumer Lending, Financial Management..., Qualitative Research, Client Relations Skills, High Net Worth..., Trust Management, Charitable Trusts, Trusts, Office Administration, Microsoft Excel, Microsoft Word

Education
University of Minnesota-Duluth   2007 — 2013
Bachelor of Arts (B.A.), Communication, Economics

Scott Shinnick Scott Shinnick Greater Minneapolis-St. Paul Area Details
Scott Shinnick's Abbot Downing Experience October 2003 - October 2012
Job Portfolio Manager and Head of Fixed Income Trading at Stonebridge Capital Advisors
Industry Investment Management
Experience
Stonebridge Capital Advisors   October 2012 - Present
Abbot Downing   October 2003 - October 2012
Wells Fargo Investments, LLC  October 2001 - October 2003
Jundt Associates, Inc   June 2000 - October 2001

Skills
Asset Management, Investments, Trading, Fixed Income, Portfolio Management, Securities, Wealth Management, Series 7, Investment Advisory, Valuation, Financial Analysis, Risk Management, Investment Management, Bonds, Equity Trading

Education
Hamline University   2010 — 2011
Masters of Business Administration, Finance

Saint John's University   1996 — 2000
Bachelor of Arts, Business Management

Dawn M. Dale, JD, LL.M., CFP® Dawn M. Dale, JD, LL.M., CFP® Mclean, Virginia Details
Dawn M. Dale, JD, LL.M., CFP®'s Abbot Downing Experience April 2011 - January 2015
Job Founder and Managing Member at KeyStone Law, PLLC
Industry Legal Services
Experience
KeyStone Law, PLLC   April 2015 - Present
Connemara Family Office Management, LLC   April 2015 - July 2015
Connemara Fee Only Planning, LLC   April 2015 - July 2015
Abbot Downing   April 2011 - January 2015
GenSpring Family Offices  May 2005 - April 2011
Bank of America Private Bank  1993 - 2005
Chernesky, Heyman and Kress   August 1988 - March 1993
Smith and Schnacke, LLP   August 1987 - August 1988

Skills
Estate Planning, Wealth, CRM, Wealth Management, Asset Allocation, High Net Worth..., Alternative Investments, Investments, Asset Management, Portfolio Management, Investment Management, Investment Advisory

Education
Georgetown University Law Center   1994 — 1996
LL.M, Taxation

Dickinson Law   1984 — 1987
JD, Law - taxation and business

Westminster College (PA)   1981 — 1984
BA, Business and accounting

Chris Cella Chris Cella San Francisco Bay Area Details
Chris Cella's Abbot Downing Experience June 2013 - Present
Job Assistant Vice President at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   June 2013 - Present
Ameriprise Financial Services, Inc.   March 2011 - June 2013
Willis  May 2010 - March 2011
Bank of America  September 2009 - April 2010
Merrill Lynch  February 2008 - September 2009
LEI Financial  March 2008 - June 2008
THE MECHANICS BANK  June 2005 - August 2005

Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Microsoft Office, Cold Calling, Sales, Mortgage Lending, Investments, Financial Analysis, Strategic Financial..., Budgets, Account Management, Management, Marketing, Insurance, Risk Management

Education
Arizona State University   2004 — 2008
BA, Psychology

Ryan Alberg Ryan Alberg Greater Minneapolis-St. Paul Area Details
Ryan Alberg's Abbot Downing Experience June 2013 - August 2015
Job MBA Candidate, Class of 2017
Industry Financial Services
Experience
Carlson School of Management  August 2015 - Present
Abbot Downing   June 2013 - August 2015
MN Opera - Tempo   July 2012 - July 2015
Ameriprise Financial Services, Inc.   May 2011 - June 2013
Beta Academy   July 2010 - April 2011
Innovations Inc   February 2010 - April 2011
Green Goddess Restaurant   July 2009 - October 2009

Skills
Sales, Investments, Portfolio Management, Management, Microsoft Office, Analysis, Finance, Financial Analysis

Education
University of Minnesota - Carlson School of Management   2015 — 2017
Master of Business Administration (MBA), Finance, General

Tulane University   2005 — 2009
Bachelor of Arts, History (Ancient History) & Political Science (Comparative Political Economy

University of Minnesota-Twin Cities   2004 — 2006

Kyle Benner Kyle Benner Lafayette, California Details
Kyle Benner's Abbot Downing Experience December 2013 - Present
Job Client Service Associate at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   December 2013 - Present
Nelson Staffing  June 2012 - August 2012
Blue Mountain Realty Inc.  June 2011 - August 2011
Orinda Country Club  April 2009 - June 2011

Skills
Temporary Staffing, Data Entry, Temporary Placement, Outlook, Staffing Services, Microsoft Excel, Customer Service, Spreadsheets, Administrative..., Microsoft Word, Microsoft Office, Financial Analysis, Portfolio Management, Public Speaking, Research, Banking, Social Media, Asset Management, Teamwork

Education
California State University-Chico   2009 — 2013
Bachelor's degree, Economics

Acalanes

Arne Boudewyn Arne Boudewyn San Francisco Bay Area Details
Arne Boudewyn's Abbot Downing Experience 2009 - Present
Job
Industry Financial Services
Experience
Abbot Downing   2009 - Present

Skills
Strategy, Employee Relations, Leadership, Employee Benefits, Strategic Planning, Succession Planning, Human Resources, Wealth, Strategic Financial..., Process Improvement, Plannning, Talent Management, Wealth Management, Asset Allocation, Management, Retirement Planning, Estate Planning, Investment Management, Investments

Education
Harvard Medical School

University of California, Davis

University of California, San Francisco

University of Massachusetts Boston

Stephen Trempe, CFA Stephen Trempe, CFA Greater Philadelphia Area Details
Stephen Trempe, CFA's Abbot Downing Experience April 2010 - Present
Job Vice President, Asset Management at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2010 - Present
Wells Fargo Family Wealth  April 2010 - April 2012
Janney Montgomery Scott  May 2009 - April 2010
Smith Barney  December 2005 - May 2009
Legg Mason  February 2003 - December 2005
Christiana Bank & Trust Co   May 2001 - January 2003

Skills
Asset Allocation, Investment Management, Investment Manager Due..., Portfolio Management, Portfolio Construction, Investment Consulting, Research, Sales, Marketing, Investments, Asset Management, Equities, Alternative Investments, Financial Modeling, Financial Analysis, Valuation, Wealth Management, Private Equity, Mutual Funds, Chartered Financial..., Due Diligence, Management, Mortgage Lending, Program Management, Series 24

Education
Villanova University   2013 — 2017
Master of Business Administration (MBA)

Bucknell University   1997 — 2001
BA, Interdepartmental - Finance

Rob Farrington, CFA, CAIA Rob Farrington, CFA, CAIA Greater New York City Area Details
Rob Farrington, CFA, CAIA's Abbot Downing Experience September 2015 - Present
Job Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing   September 2015 - Present
Commonfund  February 2011 - August 2015
Evaluation Associates  October 2008 - February 2011
Globalvest Partners   August 2002 - September 2008
National Economic Research Associates  1996 - 2000

Skills
Alternative Investments, Equities, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Bloomberg

Education
Duke University - The Fuqua School of Business   2000 — 2002

Bates College   1992 — 1996
BS, Economics

Boston College High School

JoAnn Neau JoAnn Neau Greater Minneapolis-St. Paul Area Details
JoAnn Neau's Abbot Downing Experience February 2014 - Present
Job Senior Vice President Head, Marketing & Content Strategy at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   February 2014 - Present
Project SUCCESS  2009 - Present
SIFMA - Securities Industry Institute - Wharton   2008 - Present
RBC Wealth Management  July 2001 - February 2014
US Bank  1999 - 2000

Skills
Mutual Funds, Social Media, Business Strategy, Financial Services, Strategy, Leadership, Marketing, Analytics, Strategic Communications, Strategic Partnerships, Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing, Management, Finance, Portfolio Management

Education
University of Minnesota - Carlson School of Management   1996 — 1998
MBA, Marketing, Strategic Management

Anoka Senior High School

Lisa D. Buetow Lisa D. Buetow Greater Minneapolis-St. Paul Area Details
Lisa D. Buetow's Abbot Downing Experience May 2013 - Present
Job
Industry Banking
Experience
Abbot Downing   May 2013 - Present
Wells Fargo Bank, Financial Sponsors Group   January 2006 - May 2013
RBC Dain Rauscher  January 2001 - December 2005

Education
University of Minnesota - Carlson School of Management   2007 — 2010
Master of Business Administration (M.B.A.), Finance

Valerie Peters Valerie Peters Charlotte, North Carolina Area Details
Valerie Peters's Abbot Downing Experience 1988 - Present
Job SVP, Managing Director
Industry Financial Services
Experience
Abbot Downing   1988 - Present

Skills
Investments, High Net Worth..., Trust Services, Estate Planning, Wealth Management, Asset Allocation, Investment Management

Education
Northeastern University
Master's degree, Taxation

Widener University

Joe Rorke Joe Rorke Greater Minneapolis-St. Paul Area Details
Joe Rorke's Abbot Downing Experience December 2012 - Present
Job Director, Asset Management at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   December 2012 - Present
Wells Fargo  March 2000 - December 2012

Skills
Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Investments, Investment Strategies, Fixed Income, Investment Advisory, Financial Planning, High Net Worth..., Private Wealth...

Education
Iowa State University - College of Business   1985 — 1989
Bachelor's degree, Finance, General

Sarah Barden Sarah Barden Charlotte, North Carolina Area Details
Sarah Barden's Abbot Downing Experience July 2008 - December 2009
Job Portfolio Manager at Wells Fargo Wealth Management
Industry Investment Management
Experience
Wells Fargo  March 2015 - Present
Wells Fargo  December 2009 - March 2015
Abbot Downing   July 2008 - December 2009
Evergreen Investments  June 2006 - July 2008
Evergreen Investments  June 2005 - June 2006

Skills
Risk Management, Portfolio Management, Investment Management, Stocks, Organizational..., Asset Allocation, Investments, Equities, Wealth Management

Education
Elon University   2001 — 2005
Bachelor of Business Administration (BBA), Business Administration: concentration in Finance

Stephanie Prem Stephanie Prem Minneapolis, Minnesota Details
Stephanie Prem's Abbot Downing Experience 2012 - Present
Job Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing   2012 - Present
Lowry Hill  1991 - 2012
Mackall Crounse & Moore law firm   1984 - 1989
Robins Zelle Larson Kaplan (now Robins Kaplan Miller Ciresi)   1979 - 1984

Education
University of Minnesota Law School   1976 — 1980
J.D. cum laude

Heather Borelli Heather Borelli Naples, Florida Details
Heather Borelli's Abbot Downing Experience November 2010 - January 2013
Job V.P. Wealth Management Advisor, The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
U.S. Bank   January 2013 - Present
Abbot Downing   November 2010 - January 2013
LJH Global Investments, LLC   July 2002 - July 2010

Education
Florida Atlantic University

Vance L. Horner II, CFA, CPA Vance L. Horner II, CFA, CPA Greensboro/Winston-Salem, North Carolina Area Details
Vance L. Horner II, CFA, CPA's Abbot Downing Experience April 2008 - June 2013
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch Wealth Management  June 2013 - Present
Abbot Downing   April 2008 - June 2013
Wachovia Wealth Management  March 2002 - April 2008

Skills
Alternative Investments, Asset Allocation, Portfolio Management, Investment Management, Investment Strategies, Equities, Wealth Management, Asset Management, Equity Research, Fixed Income, Hedge Funds, Investment Advisory, Mutual Funds, Investments, Bloomberg

Education
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Economics

University of North Carolina at Greensboro
Master of Science (M.S.), Accounting

Ingrid Case Ingrid Case Greater Minneapolis-St. Paul Area Details
Ingrid Case's Abbot Downing Experience 2011 - Present
Job Writer, editor, journalist
Industry Media Production
Experience
INCase, LLC   2000 - Present
Bloomberg LP  1995 - Present
Financial Planning magazine  2005 - Present
Abbot Downing   2011 - Present
Benefits Selling   2010 - Present
Institutional Investor/Journal of Portfolio Management   2012 - Present
Bloomberg Press  2008 - Present
John Wiley and Sons  2008 - Present
Private clients  2008 - Present
Bloomberg LP  2007 - 2012

Skills
Editing, Proofreading, Copy Editing, Journalism, Web Content, Copywriting, Ap Style, News Writing, Publications, Freelance Writing, Content Development, Feature Articles, Creative Writing, Literature, Fiction, Non-fiction, Books, Social Media, Magazines, Content Management, Online Publishing, Content Strategy, Ghostwriting, Press Releases, Online Journalism, Magazine Articles, Headline Writing, Ebooks, Publicity, Travel Writing, Fiction Writing, Storytelling, Writing, Publishing, Blogging, Editorial, Newsletters, Book Writing, Management, Newspapers, Public Speaking, Fact-checking, Strategic Communications

Education
Carleton College   1986 — 1990
BA, English Language and Literature/Letters

Greeley Central High School

Greeley Central High School

Janet D. Walker, CFA Janet D. Walker, CFA San Francisco Bay Area Details
Janet D. Walker, CFA's Abbot Downing Experience March 2015 - Present
Job Portfolio Manager at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   March 2015 - Present
Abbot Downing   April 2012 - Present
Wells Fargo Family Wealth  2005 - April 2012
Wells Fargo  1999 - 2005

Skills
Investments, Investment Management, Asset Allocation, Wealth Management, Alternative Investments, Strategic Planning, Fixed Income, Investment Strategies, Portfolio Management, Asset Management, Equities, High Net Worth..., Hedge Funds, Mutual Funds, Analysis, Series 7, Equity Research, Financial Services

Education
San Francisco State University
BS, Cell and Molecular Biology

Mike Deasey Mike Deasey Houston, Texas Details
Mike Deasey's Abbot Downing Experience October 1991 - Present
Job Director, Abbot Downing (a Wells Fargo business)
Industry Investment Management
Experience
Abbot Downing   October 1991 - Present
Price Waterhouse Coopers  September 1987 - November 1991
3M  September 1981 - August 1984

Skills
Management, Strategic Planning, Investments, Financial Planning, Financial Analysis, Sales, Portfolio Management, Finance, New Business Development, Wealth Management

Education
William Mitchell College of Law   1985 — 1987
JD

University of Notre Dame   1977 — 1981
accounting

Bill Dove Bill Dove Greater Minneapolis-St. Paul Area Details
Bill Dove's Abbot Downing Experience November 2012 - Present
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   November 2012 - Present
Wells Capital Management  April 2007 - October 2012
Lowry Hill  August 2004 - April 2007
TCF Bank  February 2002 - August 2004
American Express  June 2000 - February 2002

Education
University of Saint Thomas - School of Business   2002 — 2005
M.B.A., Finance

University of Michigan   1996 — 2000
B.A., Economics, English

Benjamin Park, CFA Benjamin Park, CFA Scottsdale, Arizona Details
Benjamin Park, CFA's Abbot Downing Experience 2012 - Present
Job Experienced Investment Professional
Industry Investment Management
Experience
Abbot Downing   2012 - Present
Wells Fargo  March 2010 - May 2012

Skills
Excel, PowerPoint, Word, Morningstar Advisor, PSN Informa, FactSet

Education
CFA Institute
CFA Charterholder

University of California, Los Angeles
BA, Psychology

Thomas D. Wright Thomas D. Wright Greater Minneapolis-St. Paul Area Details
Thomas D. Wright's Abbot Downing Experience July 1986 - Present
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   July 1986 - Present
Lowry Hill  June 1986 - June 2011

Skills
Investments, Management, Asset Allocation, Finance, Strategic Planning, Business Development, Asset Management, Equities, Marketing, Portfolio Management, Wealth Management

Education
University of Minnesota - Carlson School of Management
MBA

University of Minnesota-Twin Cities

Darryl Meyers Darryl Meyers Greater Minneapolis-St. Paul Area Details
Darryl Meyers's Abbot Downing Experience January 2010 - Present
Job Chief Fiduciary Officer at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   January 2010 - Present
Wells Fargo  January 2001 - Present
Piper Jaffray  1995 - 1999

Skills
Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Investment Strategies, Investments, Banking, Series 7, Wealth Management..., Investment Advisory, Wealth Management, Valuation, Investment Management, Equities, Risk Management

Education
William Mitchell College of Law   1987 — 1990
Master of Laws (LL.M.), Taxation

Hamline University School of Law   1983 — 1986
Juris Doctor (J.D.)

University of Minnesota-Twin Cities   1973 — 1978
Bachelor's Degree

Ryan Trebil, CFA Ryan Trebil, CFA Greater Minneapolis-St. Paul Area Details
Ryan Trebil, CFA's Abbot Downing Experience May 2012 - Present
Job Senior Investment Analyst at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   May 2012 - Present
The Lindsay Group   September 2002 - May 2012

Skills
Asset Management, Commercial Real Estate, Equities, Financial Modeling, Investments, Portfolio Management, Underwriting, Valuation, Alternative Investments, Due Diligence, Investment Strategies, Investment Management, Finance

Education
University of Saint Thomas - School of Business   2009 — 2013
MBA, Finance

University of Minnesota-Twin Cities   1996 — 2000
Bachelor of Science

Bradley Vialpando Bradley Vialpando Palm Beach, Florida Details
Bradley Vialpando's Abbot Downing Experience July 2015 - Present
Job Associate Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   July 2015 - Present
Abbot Downing   May 2012 - July 2015
Northern Trust  October 2009 - April 2012
Private Law Practice  June 2008 - October 2009

Skills
Multi-generational..., Relationship Management, Strategic Planning, Wealth Management, Risk Management, Financial Advisory

Education
University of Miami School of Law   2007 — 2008
LL.M, Estate Planning

University of Florida - Fredric G. Levin College of Law   2005 — 2007
J.D., Law

University of Florida   1999 — 2004
B.A., History

Sara Vander Lugt Sara Vander Lugt Greater Minneapolis-St. Paul Area Details
Sara Vander Lugt's Abbot Downing Experience August 2002 - Present
Job Director, Fiduciary Tax at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   August 2002 - Present
Baker Tilly Virchow Krause, LLP  May 2000 - August 2002
Wipfli LLP  December 1997 - April 2000

Skills
CPA

Education
Lakeland College
Bachelor of Arts, Accounting

Laurie Rivard Laurie Rivard Greater Minneapolis-St. Paul Area Details
Laurie Rivard's Abbot Downing Experience April 2012 - Present
Job Director at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2012 - Present
Lowry Hill  September 1993 - March 2012
KPMG  1985 - 1993
Comprehensive Tax Management   January 1984 - September 1985
Carlson, Bloemendaal & Rollie   November 1981 - December 1983

Skills
High Net Worth..., Trusts, Estate Planning, Strategic Financial..., Asset Managment, Financial Analysis, Asset Allocation, Investment Management, Wealth Management, Tax, Asset Management, Investments, Retirement Planning, Wealth Management...

Education
Golden Gate University   1986 — 1988
M.S., Taxation

College of Saint Benedict   1977 — 1981
B.A., Business/Accounting

Sandy Deem Sandy Deem Charlotte, North Carolina Area Details
Sandy Deem's Abbot Downing Experience July 2011 - Present
Job SVP, Communications Director for Abbot Downing, a Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing   July 2011 - Present
Wells Fargo  January 2009 - July 2011
Wachovia Wealth Management  March 2003 - October 2008

Skills
Wealth Management, Investments, Financial Services, Leadership, Internal Communications, Banking, Portfolio Management, Management, Public Relations, Risk Management, Crisis Communications, Media Relations, Mutual Funds

Education
Marshall University   1978 — 1983
BA, MAJ, Journalism, English, Management

Helen Ballas Courteau Helen Ballas Courteau Greater Minneapolis-St. Paul Area Details
Helen Ballas Courteau's Abbot Downing Experience October 2009 - Present
Job Operational Risk Consultant at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   October 2009 - Present
Wells Fargo Private Bank  1996 - 2009

Skills
Process Improvement, Wealth Management, Risk Management, Strategic Financial..., Financial Analysis, Asset Management, Equities, Investments, Management

Education
Saint Cloud State University - G.R. Herberger College of Business

Jonathan Nitka Jonathan Nitka Greater Philadelphia Area Details
Jonathan Nitka's Abbot Downing Experience October 2004 - Present
Job Business Initiatives Consultant
Industry Financial Services
Experience
Abbot Downing   October 2004 - Present

Education
Rutgers, The State University of New Jersey-Camden
BA, Fine Arts, Graphic Design, Business

Delran High School   1994 — 2000

Sandra Romanac Sandra Romanac Washington D.C. Metro Area Details
Sandra Romanac's Abbot Downing Experience May 2012 - Present
Job Client Services Consultant at Wells Fargo Family Wealth
Industry Banking
Experience
Abbot Downing   May 2012 - Present
Wells Fargo Family Wealth  2003 - May 2012
Wachovia Bank  2000 - 2012
The Legend Group  January 1997 - January 2000

Education
Salem College   2003 — 2008
Bachelor of Arts, Arts management

Aileen Craven Aileen Craven Greater Minneapolis-St. Paul Area Details
Aileen Craven's Abbot Downing Experience July 2007 - May 2013
Job Trust Administrator at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  May 2013 - Present
Abbot Downing   July 2007 - May 2013

Education
William Mitchell College of Law   2009 — 2013
Juris Doctor (J.D.), Law

College of Saint Benedict   2003 — 2007
Bachelor's Degree, Psychology

Cynthia Brittain Cynthia Brittain Santa Barbara, California Area Details
Cynthia Brittain's Abbot Downing Experience July 2010 - March 2012
Job Senior Fiduciary Officer Santa Barbara Region
Industry Banking
Experience
Northern Trust  October 2012 - Present
McKenna, Long & Aldridge, LLP   March 2012 - October 2012
Abbot Downing   July 2010 - March 2012
Withers, LLP  May 2008 - July 2010
Ambrecht & Brittain   June 2002 - May 2008
Arthur Andersen  June 1997 - January 2001
Office of the San Diego City Attorney  January 1992 - January 1996
Office of the United States Attorney  August 1990 - January 1992
The Washington Post  September 1985 - July 1989

Skills
Litigation, Estate Planning, Intellectual Property, Trusts, Private Equity, Legal Research, Mergers & Acquisitions, International Tax, Corporate Law, Wills, Dispute Resolution, Tax Law, Commercial Litigation, Hedge Funds, Mediation, Estate Tax Planning, Music, Corporate Governance, Investment Management, Arbitration, Civil Litigation, Piano, High Net Worth..., Due Diligence, Wealth Management

Education
University of San Diego School of Law   1996 — 1998
LL.M. Master of Laws, Taxation

California Western School of Law   1989 — 1992
Juris Doctor, Law

Pushkin Language Institute (UNC Chapel Hill sponsored)   1984 — 1984
Certification, Russian Language and Literature

University of North Carolina at Chapel Hill   1980 — 1984
B.A., Economics and International Studies

Universite of Paul Valery   1982 — 1983
Certification, French Language and Literature

Hunter Huss High School   1978 — 1980

Douglas Evans Douglas Evans San Francisco, California Details
Douglas Evans's Abbot Downing Experience January 2012 - Present
Job Senior Managing Director, Abbot Downing
Industry Investment Management
Experience
Abbot Downing   January 2012 - Present
Wells Fargo Family Wealth  2006 - 2011
Wells Fargo Private Bank  2003 - 2005

Skills
Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investments, Equities, Investment Strategies, Investment Advisory, Hedge Funds, Investment Management, Series 7, High Net Worth..., Fixed Income, Mutual Funds

Education
University of California, Santa Barbara   1991 — 1993
MBE, Business & Economics

University of California, Santa Barbara   1988 — 1991
BA, Economics

Grace Evansen Grace Evansen Minneapolis, Minnesota Details
Grace Evansen's Abbot Downing Experience October 2014 - Present
Job Administrative Assistant at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   October 2014 - Present
Magellan Development  May 2014 - October 2014
Bigos Management, Inc.   February 2013 - June 2014
Association of American Medical Colleges  March 2010 - August 2010
Washington Post Digital  June 2008 - May 2010
MIT Sloan School of Management  September 2007 - June 2008
Northwestern College  July 2005 - August 2007

Skills
Event Planning, Career Counseling, Public Speaking, Higher Education, Non-profits, Leadership Development, Customer Service, Social Media, Teaching, Staff Development, Microsoft Office, Resume Writing, Salesforce.com, Recruiting, Leasing, Sales, Facebook, Advertising, Marketing, Research, Online Advertising, Editing, Project Planning, Human Resources

Education
University of Northwestern - St. Paul   2001 — 2005
Bachelor of Science, Physical Education

Jennifer Drahos Jennifer Drahos Greater Philadelphia Area Details
Jennifer Drahos's Abbot Downing Experience 2002 - Present
Job Associate Director, Financial and Estate Planning
Industry Financial Services
Experience
Abbot Downing   2002 - Present
The Ayco Company, L.P.   1998 - 2002

Skills
Investments, Strategic Financial...

Education
College for Financial Planning   2010 — 2012
Masters, Personal Financial Planning

University of Pittsburgh School of Law   1995 — 1998
JD

Lycoming College   1990 — 1994
BA

Jared Doss, CFA Jared Doss, CFA Greensboro/Winston-Salem, North Carolina Area Details
Jared Doss, CFA's Abbot Downing Experience March 2015 - Present
Job Investment Associate at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   March 2015 - Present
VF Corporation  November 2011 - March 2015
Abbot Downing (formerly Wells Fargo Family Wealth)   June 2011 - November 2011
Stewardship Partners  May 2010 - August 2010
SNL Financial  June 2007 - July 2009
Genworth Financial  May 2004 - June 2007

Education
Wake Forest University School of Business   2009 — 2011
MBA, Finance

Liberty University   2000 — 2004
BS, Management Information Systems

Laurette Hankom Laurette Hankom Greater Minneapolis-St. Paul Area Details
Laurette Hankom's Abbot Downing Experience June 2012 - August 2015
Job Director of Finance and Operations at University of St. Thomas School of Law
Industry Higher Education
Experience
University of St. Thomas School of Law  September 2015 - Present
Abbot Downing   June 2012 - August 2015
Lowry Hill  October 1997 - June 2012
Wells Fargo Bank, N.A. (Fiduciary Tax Services Department)   1995 - 1997

Skills
Relationship Management, Trust Services, Customer Service, Income Tax, Estate Planning, Strategic Planning, Cash Flow, Cash Management, Process Improvement, Microsoft Office, Project Management, PowerPoint, Supervisory Skills, Building Relationships

Education
University of Iowa College of Law   1988 — 1991
JD

University of Iowa - Henry B. Tippie College of Business   1984 — 1988
BBA, Finance

Peter Barcia Peter Barcia Greater New York City Area Details
Peter Barcia's Abbot Downing Experience August 2013 - March 2015
Job Chief Investment Officer at GM Advisory Group
Industry Investment Management
Experience
GM Advisory Group  April 2015 - Present
Abbot Downing   August 2013 - March 2015
Citi  August 2010 - August 2013
UBP Asset Management  May 2005 - September 2009
Bessemer Venture Partners  January 2000 - November 2003
Deutsche Asset Management  January 1995 - December 1999
Deloitte  September 1985 - October 1995

Skills
Hedge Funds, Fund Of Funds, Investments, Asset Managment, Equities, Alternative Investments, Private Equity, Due Diligence, Investor Relations, Capital Markets, Valuation, Financial Modeling

Education
Hofstra University   1983 — 1985
MBA, Finance

Hofstra University   1979 — 1983
BBA, Accounting

Laura Cramer Laura Cramer Greater Minneapolis-St. Paul Area Details
Laura Cramer's Abbot Downing Experience November 2006 - Present
Job Client Service Consultant with Abbot Downing; a Wells Fargo Business
Industry Financial Services
Experience
Abbot Downing   November 2006 - Present
Wells Fargo Family Wealth  November 2006 - March 2012
Wells Fargo Bank  October 1993 - November 2006

Skills
Investments, Customer Satisfaction, Account Administration, Detailed Organization, Account Management, Customer Service, Memory, Analysis, Investment Advisory, Investment Strategies, Management, Private Banking, Equities, Wealth, Securities, High Net Worth..., Alternative Investments, Finance, Financial Services, Wealth Management

Education
Lansing Community College   1980 — 1982

Paul Cummings Paul Cummings Greater New York City Area Details
Paul Cummings's Abbot Downing Experience October 2012 - Present
Job Regional Managing Director at Abbot Downing
Industry Banking
Experience
Abbot Downing   October 2012 - Present
Bank of America  July 2006 - October 2012
Bank of New York Mellon  1992 - 2006

Skills
Asset Managment, Investments, Equities, Asset Allocation, Investment Management, Alternative Investments, Mutual Funds, Hedge Funds, Investment Strategies, Wealth Management, Financial Services, Strategic Financial..., Wealth, Strategy, Private Equity, Asset Management, Portfolio Management, Fixed Income, Management, Financial Planning

Education
St. Lawrence University   1988 — 1991

Eric Svien Eric Svien Greater Minneapolis-St. Paul Area Details
Eric Svien's Abbot Downing Experience April 2012 - July 2014
Job Director of Equity Trading at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2012 - July 2014
Lowry Hill  October 2000 - April 2012
Wells Fargo Asset Mgmt   January 1995 - September 2000
Norwest Investment Services  May 1987 - January 1995
John G Kinnard & Company   May 1980 - September 1986

Skills
Trading, Trading Systems, Equity Trading, Equities, Investment Advisory, Capital Markets, Valuation, Financial Modeling, Private Equity, Risk Management, Derivatives, Financial Services, Proprietary Trading, Trading Strategies, Bloomberg Terminal, ETFs, Electronic Trading, Options, Strategic Financial..., Fixed Income

Education
Minnesota State University, Mankato   1975 — 1979
BS, Business Administration

Cannon Falls High School   1972 — 1975
Diploma, College Prep

Jeremy Rice, CFA Jeremy Rice, CFA Greater Minneapolis-St. Paul Area Details
Jeremy Rice, CFA's Abbot Downing Experience November 2012 - Present
Job Portfolio Manager at Abbot Downing
Industry Investment Management
Experience
Abbot Downing   November 2012 - Present
Wells Fargo  May 2001 - November 2012

Skills
Asset Allocation, Portfolio Management, Wealth Management, Asset Managment, Investments, Fixed Income, Asset Management, Economics, Alternative Investments, Equities, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Series 7, Financial Analysis

Education
University of Minnesota - Carlson School of Management   1995 — 1999
BS, Finance

Jennifer Muckley Jennifer Muckley Charlotte, North Carolina Area Details
Jennifer Muckley's Abbot Downing Experience April 2007 - Present
Job Senior Client Service Consultant at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   April 2007 - Present
US Trust Company  March 2005 - March 2007
WEGMANS FOOD MARKETS, INC  May 2003 - December 2004

Skills
Investments, Wealth Management, Financial Planning, Client Service, Trusts, High Net Worth..., Relationship Management, Trust Services, Trust Management, Family Office, Wealth Management..., Financial Advisory, Alternative Investments, Financial Analysis

Education
Wake Forest University - Babcock Graduate School of Management   2013 — 2015
Master of Business Administration (MBA), Business Management

Binghamton University - School of Management   2001 — 2005
Bachelor of Science, Business Management; Finance

CERTIFIED FINANCIAL PLANNER TM

2006 New York Bankers Association Trust and Estate School

ABA
Certified Trust and Financial Advisor

Myrian Garrett Myrian Garrett Houston, Texas Details
Myrian Garrett's Abbot Downing Experience July 2015 - Present
Job Client Services Consultant at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   July 2015 - Present
Wells Fargo  February 2012 - June 2015
Wells Fargo  June 2010 - January 2012

Skills
Banking, Wealth Management, Retirement Planning, Investments

Education
University of Texas at Tyler   2015 — 2020
Doctor of Philosophy (PhD), Human Resource Development / Business

University of Texas at Tyler   2012 — 2014
Master of Science (M.S.), Human Resources Development, 3.70

University of Texas at Tyler   2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General, 3.70

University of Houston-Downtown   2005 — 2011
Bachelor of Science, Psychology (Major) and Communications (Minor), 3.90

Kevin Baltz Kevin Baltz San Francisco Bay Area Details
Kevin Baltz's Abbot Downing Experience August 2013 - Present
Job Client Service Associate at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   August 2013 - Present
Wells Fargo Home Mortgage  September 2012 - July 2013
Wells Fargo Bank  December 2007 - September 2012
Paul Financial  February 2004 - August 2007

Skills
Credit, Credit Analysis, Mortgage Lending, Banking

Education
University of Phoenix   2011 — 2013
Associate’s Degree, Business Administration

Jodi Matheson Jodi Matheson Greater Minneapolis-St. Paul Area Details
Jodi Matheson's Abbot Downing Experience June 1986 - Present
Job Associate, Client Services
Industry Investment Management
Experience
Abbot Downing   June 1986 - Present

Skills
Portfolio Management, Equities, Investments

Education
Metropolitan State University   2006 — 2014
Liberal Arts and Sciences/Liberal Studies

Ashleigh Essic Ashleigh Essic Winston Salem, North Carolina Details
Ashleigh Essic's Abbot Downing Experience June 2013 - Present
Job Performance Analyst at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   June 2013 - Present
Wells Fargo Family Wealth  September 2012 - June 2013

Education
University of North Carolina at Greensboro   2005 — 2007
BA, Art

Kevin Rockwell Kevin Rockwell Minneapolis, Minnesota Details
Kevin Rockwell's Abbot Downing Experience 2015 - Present
Job Compliance Consultant at Abbot Downing
Industry Legal Services
Experience
Abbot Downing   2015 - Present
Minnesota Fourth Judicial District Court   2012 - 2014
Polaris Industries  2011 - 2012

Education
William Mitchell College of Law
J.D., Law

Creighton University
B.S., Business Ethics

Benilde-St. Margaret's

Jennifer Zbinden Jennifer Zbinden Greater Minneapolis-St. Paul Area Details
Jennifer Zbinden's Abbot Downing Experience September 2014 - Present
Job Financial Analyst at Abbot Downing
Industry Facilities Services
Experience
Abbot Downing   September 2014 - Present
Abbot Downing   January 1996 - September 2014
Wells Fargo  January 1992 - January 1996

Education
University of Denver
Bachelor of Business Administration (B.B.A.), Finance, General

Nancy Buckle Nancy Buckle Greater Los Angeles Area Details
Nancy Buckle's Abbot Downing Experience 2012 - Present
Job Underwriter at Wells Fargo Bank
Industry Financial Services
Experience
Abbot Downing   2012 - Present
Abbot Downing (a Wells Fargo Company)   2012 - Present
Wells Fargo Bank  August 2009 - Present
Wells Fargo Bank  May 2006 - January 2009
Wells Fargo  February 1995 - May 2006

Skills
Mortgage Underwriting, Credit Analysis, Loans, Commercial Lending, Consumer Lending, Mortgage Lending, Underwriting, Credit, Lines Of Credit, Loan Origination, Small Business Lending, Asset Based Lending, Commercial Banking, Home Equity Loans, Credit Risk, Banking, Portfolio Management, Retail Banking, Relationship Management, Wealth Management

Education
California State Polytechnic University-Pomona   1991 — 1993
Master of Business Administration (MBA), MBA

University of Southern California   1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General, 3.5

Diane Moorman Diane Moorman Big Lake, Minnesota Details
Diane Moorman's Abbot Downing Experience January 2012 - Present
Job Investment Associate, Abbot Downing
Industry Investment Management
Experience
Abbot Downing   January 2012 - Present
Wells Fargo  April 2009 - January 2012

Education
Capella University   2009 — 2011
Bachelor of Science, Accounting

Nadege Draper Nadege Draper Chicago, Illinois Details
Nadege Draper's Abbot Downing Experience March 2013 - Present
Job Operational Risk Consultant at Abbot Downing
Industry Banking
Experience
Abbot Downing   March 2013 - Present
Abbot Downing   April 2011 - February 2013
Wells Fargo Bank  October 2006 - March 2011
Wells Fargo and Fleet Banks   March 2000 - September 2006
Wells Fargo Bank  November 1998 - February 2000

Skills
Banking, Risk Management, Credit, Loans, Portfolio Management, Private Banking, Operational Risk, Wealth Management, Asset Management, Investments

Education
Université de Nantes / University of Nantes
2 year degree, Foreign Languages and Literatures, General

Robert Pully Robert Pully West Palm Beach, Florida Details
Robert Pully's Abbot Downing Experience September 2015 - Present
Job Client Service Consultant at Abbot Downing
Industry Banking
Experience
Abbot Downing   September 2015 - Present
Lynch & Eatman, L.L.P.   August 2013 - August 2015
CAPTRUST  June 2013 - August 2013
Pope's Dry Cleaners   March 2013 - June 2013
The Grimey Gatsby   November 2012 - February 2013
Sigma Alpha Epsilon Fraternity  August 2011 - May 2012

Skills
Customer Service, Social Media, CRM, Research, Social Networking, Hospitality, People Management, Retail Sales Experience, Conservationist, Friendly Personality, Budgets, Microsoft Word, PowerPoint, Organization, Leadership, Microsoft Excel, Public Speaking, Microsoft Office

Education
Campbell Univeristy, Lundy-Fetterman School of Business   2014 — 2015
Master's Degree, Trust and Wealth Management

Hampden-Sydney College   2008 — 2012
Bachelor of Arts (B.A.), History, Graduated

Emily Conforti Emily Conforti San Francisco, California Details
Emily Conforti's Abbot Downing Experience July 2010 - June 2013
Job Compliance at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  June 2013 - Present
Abbot Downing   July 2010 - June 2013
Cushman & Wakefield Sonnenblick-Goldman   August 2007 - February 2009
WSP Environmental Strategies, LLC   February 2005 - June 2007
Golden Gate Brokerage   February 2004 - February 2005
Self Employed Consultant  April 1999 - February 2004
Golden Gate Brokerage   November 1997 - April 1999
Wells Fargo  November 1995 - November 1997

Skills
Financial Modeling, Private Equity, Venture Capital, Alternative Investments, Strategic Planning

Education
San Francisco State University   1992 — 1996
Political Science and Government

CSU Sacramento   1990 — 1992
Political Science and Government

Stacey Pugsley Stacey Pugsley San Francisco Bay Area Details
Stacey Pugsley's Abbot Downing Experience
Job Senior Vice President, Abbot Downing
Industry Investment Management
Experience
Abbot Downing  

Skills
Investment Management, Portfolio Management, Financial Analysis, Asset Management, Alternative Investments, Asset Allocation, Wealth Management

Education
University of Colorado Boulder   1986 — 1990
Bachelor’s Degree, English

Vince Atkinson, CFA, CAIA Vince Atkinson, CFA, CAIA Charlotte, North Carolina Details
Vince Atkinson, CFA, CAIA's Abbot Downing Experience September 2010 - Present
Job Investment Analyst at Abbot Downing
Industry Financial Services
Experience
Abbot Downing   September 2010 - Present

Education
Wake Forest University - Babcock Graduate School of Management   2004 — 2006
Master of Business Administration (MBA), Finance

Concordia University   1995 — 2000
Bachelor of Commerce (BCom), Finance

Marianopolis College   1993 — 1995

Similar Companies