AEI Fund Management, Inc
Description
Address: 1300 Wells Fargo Place, 30 East Seventh Street, St Paul, MN 55101 Hours: Closes soon: 5PM ⋅ Opens 8:30AM Thu Wednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 328-3519Place name: : : : : Website: Category: : : Website: https://aeifunds.com/ Category: Investment company Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of AEI Fund Management Posting publicly on the Web Write a review Reviews 1 Google review From AEI Fund Management "Commercial Real Estate Sponsor of Funds and DST 1031 Exchanges"
AEI Fund Management, Inc List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at AEI Fund Management, Inc. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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AEI Fund Management, Inc Employees
Employee
Years
Job
Industry
Ryan Fischer Ryan Fischer's AEI Fund Management, Inc Experience May 2011 - September 2012
Job Regional Vice President Investment Banking Division at Arque Capital Ltd
Industry Financial Services
Experience
Arque Capital Ltd November 2014 - Present
SC Distributors June 2014 - October 2014
GWG Holdings, Inc. November 2012 - May 2014
AEI Fund Management, Inc May 2011 - September 2012
Ameriprise Financial September 2010 - May 2011
Principal Financial Group May 2009 - September 2010
Skills
Series 7, Series 63, Series 6, Alternative Investments, Finance, Sales, Financial Services
Education
University of Minnesota-Duluth
B.A.
Arque Capital Ltd November 2014 - Present
SC Distributors June 2014 - October 2014
GWG Holdings, Inc. November 2012 - May 2014
AEI Fund Management, Inc May 2011 - September 2012
Ameriprise Financial September 2010 - May 2011
Principal Financial Group May 2009 - September 2010
Skills
Series 7, Series 63, Series 6, Alternative Investments, Finance, Sales, Financial Services
Education
University of Minnesota-Duluth
B.A.
Nicholas Fitzgerald Nicholas Fitzgerald's AEI Fund Management, Inc Experience September 2011 - December 2013
Job Controller Outsourcing at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2015 - Present
Jacobs Trading Company December 2013 - January 2015
AEI Fund Management, Inc September 2011 - December 2013
Wipfli LLP 2003 - September 2011
Stirtz Bernards Boyden Surdel & Larter 2002 - 2003
Skills
Dealership accounting, Dealership taxation, Real estate taxation, Real estate accounting, Tax planning, Caseware, Financial statement..., Caseview, Process improvement, Project management, Corporate Tax, Tax Accounting, Individual Taxation, Partnership Taxation, State Taxation, Prosystems fx, Financial statement..., Tax Research, XBRL, SEC Financial Reporting, Accounting, Financial Statements, Tax, Series 99, Tax Preparation, Property Tax, Financial Analysis, Financial Accounting, US Tax, Auditing, Project Management, Financial Reporting, Finance, Tax Advisory, S Corporations, CPA, GAAP, SEC filings, ProSystem fx Tax, Income Tax, US GAAP, Tax Returns, Fixed Assets, General Ledger, Accounts Receivable, Depreciation, Account Reconciliation, Sales & Use Tax, Financial Modeling, Sales Tax
Education
University of Minnesota - Carlson School of Management 2005 — 2007
Masters of Business Taxation, Business Taxation
University of Minnesota - Carlson School of Management 2002 — 2003
Bachelor of Science, Accounting
North Dakota State University 1998 — 2001
N/A, Accounting
CliftonLarsonAllen January 2015 - Present
Jacobs Trading Company December 2013 - January 2015
AEI Fund Management, Inc September 2011 - December 2013
Wipfli LLP 2003 - September 2011
Stirtz Bernards Boyden Surdel & Larter 2002 - 2003
Skills
Dealership accounting, Dealership taxation, Real estate taxation, Real estate accounting, Tax planning, Caseware, Financial statement..., Caseview, Process improvement, Project management, Corporate Tax, Tax Accounting, Individual Taxation, Partnership Taxation, State Taxation, Prosystems fx, Financial statement..., Tax Research, XBRL, SEC Financial Reporting, Accounting, Financial Statements, Tax, Series 99, Tax Preparation, Property Tax, Financial Analysis, Financial Accounting, US Tax, Auditing, Project Management, Financial Reporting, Finance, Tax Advisory, S Corporations, CPA, GAAP, SEC filings, ProSystem fx Tax, Income Tax, US GAAP, Tax Returns, Fixed Assets, General Ledger, Accounts Receivable, Depreciation, Account Reconciliation, Sales & Use Tax, Financial Modeling, Sales Tax
Education
University of Minnesota - Carlson School of Management 2005 — 2007
Masters of Business Taxation, Business Taxation
University of Minnesota - Carlson School of Management 2002 — 2003
Bachelor of Science, Accounting
North Dakota State University 1998 — 2001
N/A, Accounting
Shannon Sobek Shannon Sobek's AEI Fund Management, Inc Experience December 2013 - July 2015
Job Attorney at Law at Takekawa Law Firm, P.C.
Industry Legal Services
Experience
Takekawa Law Firm, P.C. July 2015 - Present
AEI Fund Management, Inc December 2013 - July 2015
Michael B. Daugherty, Attorney January 2012 - July 2013
William Mitchell College of Law June 2011 - May 2013
William Mitchell College of Law August 2010 - May 2013
Hennepin County Examiner of Titles June 2011 - August 2011
Skills
Westlaw, Legal Research, Due Diligence, Mediation, Legal Assistance, Community Outreach, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Negotiation, Legal Writing, Legal Issues
Education
William Mitchell College of Law 2010 — 2013
Doctor of Law (J.D.)
Luther College 2002 — 2006
BA, Pyschology
Valley High School 1998 — 2002
Takekawa Law Firm, P.C. July 2015 - Present
AEI Fund Management, Inc December 2013 - July 2015
Michael B. Daugherty, Attorney January 2012 - July 2013
William Mitchell College of Law June 2011 - May 2013
William Mitchell College of Law August 2010 - May 2013
Hennepin County Examiner of Titles June 2011 - August 2011
Skills
Westlaw, Legal Research, Due Diligence, Mediation, Legal Assistance, Community Outreach, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Time Management, Negotiation, Legal Writing, Legal Issues
Education
William Mitchell College of Law 2010 — 2013
Doctor of Law (J.D.)
Luther College 2002 — 2006
BA, Pyschology
Valley High School 1998 — 2002
Lori Moldan Lori Moldan's AEI Fund Management, Inc Experience September 2014 - Present
Job Insurance Specialist/Lease Management Representative at AEI Fund Management, Inc
Industry Legal Services
Experience
AEI Fund Management, Inc September 2014 - Present
Michael B. Daugherty, Attorney at Law January 2013 - September 2014
Minnesota Department of Corrections September 2008 - 2011
Hamline University 2008 - 2011
Hennepin County Attorney's Office June 2010 - August 2010
Skills
Public Speaking, Legal Research, Legal Writing, Outlook, Westlaw, Legal Assistance, Editing, Legal Issues, Community Outreach, Research, Family Law, PowerPoint, Microsoft Office
Education
William Mitchell College of Law 2011 — 2014
Juris Doctor (J.D.)
Hamline University 2008 — 2011
Undergraduate, Legal Studies; History; Paralegal Certificate
Minnesota State University, Mankato 2007 — 2008
AEI Fund Management, Inc September 2014 - Present
Michael B. Daugherty, Attorney at Law January 2013 - September 2014
Minnesota Department of Corrections September 2008 - 2011
Hamline University 2008 - 2011
Hennepin County Attorney's Office June 2010 - August 2010
Skills
Public Speaking, Legal Research, Legal Writing, Outlook, Westlaw, Legal Assistance, Editing, Legal Issues, Community Outreach, Research, Family Law, PowerPoint, Microsoft Office
Education
William Mitchell College of Law 2011 — 2014
Juris Doctor (J.D.)
Hamline University 2008 — 2011
Undergraduate, Legal Studies; History; Paralegal Certificate
Minnesota State University, Mankato 2007 — 2008
Brian Schack Brian Schack's AEI Fund Management, Inc Experience January 2013 - June 2014
Job Development Project Manager at The Waters Senior Living, LLC
Industry Commercial Real Estate
Experience
The Waters Senior Living, LLC June 2014 - Present
AEI Fund Management, Inc January 2013 - June 2014
Wells Fargo Global Funds Services August 2010 - January 2013
Skills
Investments, Financial Analysis, Asset Management, Microsoft Excel, Microsoft Office, Customer Service, Valuation, Strategic Planning, Due Diligence, Finance, Team Leadership
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Carlson School of Management 2007 — 2010
Minor, Management
The Waters Senior Living, LLC June 2014 - Present
AEI Fund Management, Inc January 2013 - June 2014
Wells Fargo Global Funds Services August 2010 - January 2013
Skills
Investments, Financial Analysis, Asset Management, Microsoft Excel, Microsoft Office, Customer Service, Valuation, Strategic Planning, Due Diligence, Finance, Team Leadership
Education
University of Minnesota-Twin Cities 2006 — 2010
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Carlson School of Management 2007 — 2010
Minor, Management
John L. Dunn John L. Dunn's AEI Fund Management, Inc Experience December 2014 - July 2015
Job Regional Sales Director at Highland Capital Management, L.P.
Industry Financial Services
Experience
Highland Capital Management, L.P. July 2015 - Present
AEI Fund Management, Inc December 2014 - July 2015
Hartman Income REIT September 2012 - December 2014
Hines June 2011 - September 2012
Hines January 2004 - June 2011
Skills
Series 7, Series 63, Salesforce.com, Public Speaking, Investments, Financial Markets, Sales, Client Development, Commercial Real Estate, Real Estate Sales..., Capital Markets, Alternative Investments, Investment Strategies, Real Estate Economics, Financial Services, Securities, Brokerage, Disposition, Real Estate, Contract Negotiation, Real Estate Transactions, Investment Advisory, Investment Properties, Due Diligence, Selling, Business Development, Mutual Funds, Portfolio Management, Financial Analysis, Valuation, Leases, Real Estate Financing, Investment Management, ETFs
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2000
BBA, Marketing
Louisiana State University 1996 — 1997
Episcopal High School 1992 — 1996
Highland Capital Management, L.P. July 2015 - Present
AEI Fund Management, Inc December 2014 - July 2015
Hartman Income REIT September 2012 - December 2014
Hines June 2011 - September 2012
Hines January 2004 - June 2011
Skills
Series 7, Series 63, Salesforce.com, Public Speaking, Investments, Financial Markets, Sales, Client Development, Commercial Real Estate, Real Estate Sales..., Capital Markets, Alternative Investments, Investment Strategies, Real Estate Economics, Financial Services, Securities, Brokerage, Disposition, Real Estate, Contract Negotiation, Real Estate Transactions, Investment Advisory, Investment Properties, Due Diligence, Selling, Business Development, Mutual Funds, Portfolio Management, Financial Analysis, Valuation, Leases, Real Estate Financing, Investment Management, ETFs
Education
Texas Christian University - M.J. Neeley School of Business 1997 — 2000
BBA, Marketing
Louisiana State University 1996 — 1997
Episcopal High School 1992 — 1996
Crystal R. Pomerleau's AEI Fund Management, Inc Experience June 2015 - Present
Job Commercial Real Estate Associate
Industry Environmental Services
Experience
AEI Fund Management, Inc June 2015 - Present
Energy Resources June 2015 - Present
Friends of the Earth May 2015 - June 2015
University of St. Thomas February 2013 - January 2015
World Vision December 2014 - December 2014
University of St. Thomas February 2013 - July 2014
City of Saint Paul October 2011 - January 2012
Skills
Spanish, Research, Customer Service, Community Outreach, Higher Education, Microsoft Office, Typing, PowerPoint, Photography, Data Entry, Writing, Sustainability, Microsoft Excel, Editing, Statistics, Environmental Science, Critical Thinking, Microsoft Works, Excel, Word, Photoshop, Social Networking, Adobe Illustrator, ArcGIS, Fundraising, Teaching, GIS systems, Aloha, POS, STELLA, JMP, Statistical Data..., Event Planning, XRF, Creativity, Problem Solving, Microsoft Word, Illustrator
Education
University of Saint Thomas 2010 — 2014
Bachelor of Science, Environmental GeoScience
The School for Field Studies 2012 — 2012
Sustainable Development
AEI Fund Management, Inc June 2015 - Present
Energy Resources June 2015 - Present
Friends of the Earth May 2015 - June 2015
University of St. Thomas February 2013 - January 2015
World Vision December 2014 - December 2014
University of St. Thomas February 2013 - July 2014
City of Saint Paul October 2011 - January 2012
Skills
Spanish, Research, Customer Service, Community Outreach, Higher Education, Microsoft Office, Typing, PowerPoint, Photography, Data Entry, Writing, Sustainability, Microsoft Excel, Editing, Statistics, Environmental Science, Critical Thinking, Microsoft Works, Excel, Word, Photoshop, Social Networking, Adobe Illustrator, ArcGIS, Fundraising, Teaching, GIS systems, Aloha, POS, STELLA, JMP, Statistical Data..., Event Planning, XRF, Creativity, Problem Solving, Microsoft Word, Illustrator
Education
University of Saint Thomas 2010 — 2014
Bachelor of Science, Environmental GeoScience
The School for Field Studies 2012 — 2012
Sustainable Development
William J. Mau William J. Mau's AEI Fund Management, Inc Experience 2003 - 2010
Job Retirement Sales Manager at Lurie Besikof Lapidus & Company, LLP
Industry Financial Services
Experience
Lurie Besikof Lapidus & Company, LLP August 2013 - Present
Wells Real Estate Funds 2010 - 2012
AEI Fund Management, Inc 2003 - 2010
Nationwide Financial Services 2000 - 2002
Skills
20 years wholesaling..., New Business Development, Powerful communication..., Building Strong..., Sales Management, Marketing Strategy, Team Building, Sales, Closing Business, Team Leadership, Marketing, Finance, Sales Operations
Education
University of Minnesota-Twin Cities 1986 — 1987
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Wisonsin-Madison 1982 — 1986
Bachelor of Science (BS), Economics
Lurie Besikof Lapidus & Company, LLP August 2013 - Present
Wells Real Estate Funds 2010 - 2012
AEI Fund Management, Inc 2003 - 2010
Nationwide Financial Services 2000 - 2002
Skills
20 years wholesaling..., New Business Development, Powerful communication..., Building Strong..., Sales Management, Marketing Strategy, Team Building, Sales, Closing Business, Team Leadership, Marketing, Finance, Sales Operations
Education
University of Minnesota-Twin Cities 1986 — 1987
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Wisonsin-Madison 1982 — 1986
Bachelor of Science (BS), Economics
Joan Borowiec Joan Borowiec's AEI Fund Management, Inc Experience 1996 - 1998
Job Dynamic Executive Assistant
Industry Executive Office
Experience
Girl Scouts of Minnesota and Wisconsin River Valleys April 2010 - Present
JMPB Assistance 2009 - Present
Office of US Senator Norm Coleman 2003 - 2009
Ascent Brokerage 1998 - 2002
AEI Fund Management, Inc 1996 - 1998
John G. Kinnard & Co. 1989 - 1995
Skills
Non-profits, Legal Writing, Program Development, Youth Development, Management, Customer Service, Sales, Fundraising, Nonprofits, Strategic Planning, Community Development, Program Management, Event Planning, Event Management, Newsletters, Leadership, Microsoft Excel, Program Evaluation, Volunteer Management, Research, Workshop Facilitation, Training, Office Management, Community Outreach, Public Policy, Marketing Communications, Government, Philanthropy, Proofreading, Time Management, PowerPoint, Grant Writing, Public Speaking, Project Management, Team Building, Policy Analysis, Data Entry, Board Development, Microsoft Office, Leadership Development, Microsoft Word, Social Media, Blogging, Policy, Strategic Communications, Marketing, Editing, Media Relations, Outlook, Budgets
Education
St. Catherine University 1985 — 1987
English
University of Minnesota-Twin Cities 1983 — 1984
General
College of Saint Benedict 1980 — 1981
General
Girl Scouts of Minnesota and Wisconsin River Valleys April 2010 - Present
JMPB Assistance 2009 - Present
Office of US Senator Norm Coleman 2003 - 2009
Ascent Brokerage 1998 - 2002
AEI Fund Management, Inc 1996 - 1998
John G. Kinnard & Co. 1989 - 1995
Skills
Non-profits, Legal Writing, Program Development, Youth Development, Management, Customer Service, Sales, Fundraising, Nonprofits, Strategic Planning, Community Development, Program Management, Event Planning, Event Management, Newsletters, Leadership, Microsoft Excel, Program Evaluation, Volunteer Management, Research, Workshop Facilitation, Training, Office Management, Community Outreach, Public Policy, Marketing Communications, Government, Philanthropy, Proofreading, Time Management, PowerPoint, Grant Writing, Public Speaking, Project Management, Team Building, Policy Analysis, Data Entry, Board Development, Microsoft Office, Leadership Development, Microsoft Word, Social Media, Blogging, Policy, Strategic Communications, Marketing, Editing, Media Relations, Outlook, Budgets
Education
St. Catherine University 1985 — 1987
English
University of Minnesota-Twin Cities 1983 — 1984
General
College of Saint Benedict 1980 — 1981
General
Kerry Adelmann Kerry Adelmann's AEI Fund Management, Inc Experience August 2013 - March 2014
Job Compliance Specialist at Investment Advisory Firm
Industry Financial Services
Experience
Investment Advisory September 2014 - Present
AEI Fund Management, Inc August 2013 - March 2014
Ameriprise Financial Services, Inc. September 2012 - July 2013
Financial Services in Minneapolis Minnesota October 2010 - October 2012
Allianz Life of North America March 2005 - September 2010
Mark Arens State Farm January 2000 - January 2001
Education
Dakota County Technical College
AA, Landscape Design
Metropolitan State University-St
Psychology
Normandale Community College
General
Investment Advisory September 2014 - Present
AEI Fund Management, Inc August 2013 - March 2014
Ameriprise Financial Services, Inc. September 2012 - July 2013
Financial Services in Minneapolis Minnesota October 2010 - October 2012
Allianz Life of North America March 2005 - September 2010
Mark Arens State Farm January 2000 - January 2001
Education
Dakota County Technical College
AA, Landscape Design
Metropolitan State University-St
Psychology
Normandale Community College
General
Simon Brower's AEI Fund Management, Inc Experience April 2014 - June 2015
Job Regional Vice President, KBS Capital Markets Group
Industry Financial Services
Experience
KBS Capital Markets Group June 2015 - Present
AEI Fund Management, Inc April 2014 - June 2015
KBS Capital Markets Group November 2010 - April 2014
Grubb & Ellis Securities August 2007 - September 2010
Triple Net Properties March 2004 - August 2007
Tax & Financial Group December 2001 - March 2004
Skills
Series 63, Mutual Funds, Securities, Series 6, Series 24, Asset Management, Asset Managment, Financial Advisory, Real Estate, Retirement Planning, Portfolio Management, Fixed Annuities, Wealth Management, 401k, Retirement, Investment Advisory, Variable Annuities, Strategic Financial..., Uniform Combined State..., Series 7, Sales Management, Sales Operations, Salesforce.com, Leadership, New Business Development, Business Development, Sales, Marketing Strategy, Strategy, Team Building, Cold Calling, Investments, Insurance
Education
University of California, Irvine 1999 — 2001
Bachelor of Arts, Economics
KBS Capital Markets Group June 2015 - Present
AEI Fund Management, Inc April 2014 - June 2015
KBS Capital Markets Group November 2010 - April 2014
Grubb & Ellis Securities August 2007 - September 2010
Triple Net Properties March 2004 - August 2007
Tax & Financial Group December 2001 - March 2004
Skills
Series 63, Mutual Funds, Securities, Series 6, Series 24, Asset Management, Asset Managment, Financial Advisory, Real Estate, Retirement Planning, Portfolio Management, Fixed Annuities, Wealth Management, 401k, Retirement, Investment Advisory, Variable Annuities, Strategic Financial..., Uniform Combined State..., Series 7, Sales Management, Sales Operations, Salesforce.com, Leadership, New Business Development, Business Development, Sales, Marketing Strategy, Strategy, Team Building, Cold Calling, Investments, Insurance
Education
University of California, Irvine 1999 — 2001
Bachelor of Arts, Economics
Josann Johnson Josann Johnson's AEI Fund Management, Inc Experience March 2008 - January 2009
Job Experienced Legal Assistant looking for a career opportunity
Industry Legal Services
Experience
Midwest Promotional Marketing March 2008 - Present
AEI Fund Management, Inc March 2008 - January 2009
Burnet Title December 2001 - October 2005
Colonial November 2000 - December 2001
Gray & End January 1998 - January 2000
Education
Minnesota School of Business 2002 — 2004
Minnesota School of Business
Associate, Applied Science Paralegal Degree
Midwest Promotional Marketing March 2008 - Present
AEI Fund Management, Inc March 2008 - January 2009
Burnet Title December 2001 - October 2005
Colonial November 2000 - December 2001
Gray & End January 1998 - January 2000
Education
Minnesota School of Business 2002 — 2004
Minnesota School of Business
Associate, Applied Science Paralegal Degree
Kim Barkley's AEI Fund Management, Inc Experience June 2001 - Present
Job IT / Accounting at AEI Fund Management, Inc.
Industry Investment Management
Experience
AEI Fund Management, Inc June 2001 - Present
Best Buy November 1998 - February 2001
Education
University of Minnesota-Twin Cities
AEI Fund Management, Inc June 2001 - Present
Best Buy November 1998 - February 2001
Education
University of Minnesota-Twin Cities
Jennifer Dingmann's AEI Fund Management, Inc Experience 2003 - 2007
Job Senior Real Estate Paralegal at Cargill, Incorporated
Industry Legal Services
Experience
Cargill, Incorporated August 2007 - Present
AEI Fund Management, Inc 2003 - 2007
SUPERVALU 2000 - 2003
Pringle & Herigstad, P.C. 1997 - 2000
Skills
Due Diligence, Real Estate, Legal Research, Mergers & Acquisitions, Acquisitions, Contract Negotiation, Litigation, Commercial Real Estate, Document Review, Lease Negotiations, Legal Writing, Microsoft Word, Legal Documents, Negotiation, Mergers, Drafting Agreements, Lease Documentation, Real Estate Due..., Contract Management, Leadership, Strategy, Team Building, Training, Outlook, Cross-functional..., Microsoft Excel, Lease Administration
Education
Minnesota State University, Moorhead 1993 — 1997
B.S., Paralegal Studies
Cargill, Incorporated August 2007 - Present
AEI Fund Management, Inc 2003 - 2007
SUPERVALU 2000 - 2003
Pringle & Herigstad, P.C. 1997 - 2000
Skills
Due Diligence, Real Estate, Legal Research, Mergers & Acquisitions, Acquisitions, Contract Negotiation, Litigation, Commercial Real Estate, Document Review, Lease Negotiations, Legal Writing, Microsoft Word, Legal Documents, Negotiation, Mergers, Drafting Agreements, Lease Documentation, Real Estate Due..., Contract Management, Leadership, Strategy, Team Building, Training, Outlook, Cross-functional..., Microsoft Excel, Lease Administration
Education
Minnesota State University, Moorhead 1993 — 1997
B.S., Paralegal Studies
Chad Whatley's AEI Fund Management, Inc Experience February 2013 - January 2014
Job Eastern US Divisional Head Of Sales at United Realty Advisors LP
Industry Financial Services
Experience
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
Christopher Karnas's AEI Fund Management, Inc Experience January 2011 - August 2011
Job
Industry Retail
Experience
Best Buy January 2015 - Present
Best Buy March 2014 - December 2014
Best Buy April 2013 - February 2014
Best Buy January 2012 - March 2013
AEI Fund Management, Inc January 2011 - August 2011
Think Mutual Bank May 2010 - August 2010
Think Mutual Bank May 2008 - August 2009
Education
University of Saint Thomas - School of Business 2009 — 2011
Bachelor's Degree
Birkbeck College, University of London 2010 — 2010
Semester Abroad
Rochester Community and Technical College 2007 — 2009
Associate's Degree
Best Buy January 2015 - Present
Best Buy March 2014 - December 2014
Best Buy April 2013 - February 2014
Best Buy January 2012 - March 2013
AEI Fund Management, Inc January 2011 - August 2011
Think Mutual Bank May 2010 - August 2010
Think Mutual Bank May 2008 - August 2009
Education
University of Saint Thomas - School of Business 2009 — 2011
Bachelor's Degree
Birkbeck College, University of London 2010 — 2010
Semester Abroad
Rochester Community and Technical College 2007 — 2009
Associate's Degree
Paul Surdakowski's AEI Fund Management, Inc Experience August 2011 - September 2012
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. May 2013 - Present
MVP Realty Advisor January 2013 - February 2013
AEI Fund Management, Inc August 2011 - September 2012
Cole Capital May 2008 - August 2011
ING February 2008 - May 2008
Wells Fargo Investments May 2007 - February 2008
UBS Wealth Management / Piper Jaffray & Co. November 2004 - May 2007
Skills
Investments, Series 7, REIT, Asset Management, Asset Allocation, Alternative Investments, Life Insurance, Financial Services, Sales, Salesforce.com, Wholesale, Retirement, Fixed Annuities, Financial Advisory, Series 63, Selling, Insurance, Retirement Planning, Mutual Funds
Education
Sequoia Sales Training 2008 — 2008
The University of Texas at Austin 1998 — 2002
English
Phoenix Country Day
Forethought Financial Group, Inc. May 2013 - Present
MVP Realty Advisor January 2013 - February 2013
AEI Fund Management, Inc August 2011 - September 2012
Cole Capital May 2008 - August 2011
ING February 2008 - May 2008
Wells Fargo Investments May 2007 - February 2008
UBS Wealth Management / Piper Jaffray & Co. November 2004 - May 2007
Skills
Investments, Series 7, REIT, Asset Management, Asset Allocation, Alternative Investments, Life Insurance, Financial Services, Sales, Salesforce.com, Wholesale, Retirement, Fixed Annuities, Financial Advisory, Series 63, Selling, Insurance, Retirement Planning, Mutual Funds
Education
Sequoia Sales Training 2008 — 2008
The University of Texas at Austin 1998 — 2002
English
Phoenix Country Day
Kochevar Barbara's AEI Fund Management, Inc Experience 1996 - 2004
Job Commerical Underwriting Manager at TCF Bank
Industry Real Estate
Experience
TCF Bank August 2012 - Present
US Bank 2010 - 2012
Park National Bank 2005 - 2009
AEI Fund Management, Inc 1996 - 2004
Firstar Bank 1992 - 1996
Skills
Loans, Financial Analysis, Banking, Risk Management, Credit Analysis, Credit, Credit Risk, Small Business Lending, Cash Management, Consumer Lending, Underwriting, Financial Risk, Relationship Management, Portfolio Management, Management, Finance
Education
University of Minnesota Duluth
Bachelor of Business Administration (BBA), Finance, Management, Personnel
University of Minnesota-Twin Cities
Accounting
TCF Bank August 2012 - Present
US Bank 2010 - 2012
Park National Bank 2005 - 2009
AEI Fund Management, Inc 1996 - 2004
Firstar Bank 1992 - 1996
Skills
Loans, Financial Analysis, Banking, Risk Management, Credit Analysis, Credit, Credit Risk, Small Business Lending, Cash Management, Consumer Lending, Underwriting, Financial Risk, Relationship Management, Portfolio Management, Management, Finance
Education
University of Minnesota Duluth
Bachelor of Business Administration (BBA), Finance, Management, Personnel
University of Minnesota-Twin Cities
Accounting
Michael Kuczkowski's AEI Fund Management, Inc Experience April 2005 - November 2006
Job AVP, Integrated Marketing, Content Development at The Hartford
Industry Financial Services
Experience
The Hartford July 2013 - Present
Ameriprise Financial November 2006 - July 2013
AEI Fund Management, Inc April 2005 - November 2006
Lincoln Financial Group 2002 - 2005
Strategic Management Group 2000 - 2002
Mercer 1997 - 2000
Skills
Series 7, Series 24, Finance, Writing, Video Production, Marketing Strategy, Marketing Communications, Retirement Planning, Strategic Financial..., Content Strategy, Web Content, Insurance, Banking, Investments, Graphics, Education content, Thought Leadership, Management, Corporate Branding, Content Development, Financial Services, Marketing
Education
Saint Bonaventure University
St. Bonaventure University
Design and Visual Communications, General
The Hartford July 2013 - Present
Ameriprise Financial November 2006 - July 2013
AEI Fund Management, Inc April 2005 - November 2006
Lincoln Financial Group 2002 - 2005
Strategic Management Group 2000 - 2002
Mercer 1997 - 2000
Skills
Series 7, Series 24, Finance, Writing, Video Production, Marketing Strategy, Marketing Communications, Retirement Planning, Strategic Financial..., Content Strategy, Web Content, Insurance, Banking, Investments, Graphics, Education content, Thought Leadership, Management, Corporate Branding, Content Development, Financial Services, Marketing
Education
Saint Bonaventure University
St. Bonaventure University
Design and Visual Communications, General
Andrew Tuquilar's AEI Fund Management, Inc Experience February 2015 - Present
Job Internal Wholesaler at AEI Fund Management, Inc
Industry Financial Services
Experience
AEI Fund Management, Inc February 2015 - Present
Northland Securities April 2012 - February 2015
Minnesota Department of Revenue February 2012 - April 2012
Minnesota Department of Revenue June 2010 - September 2011
Skills
Microsoft Excel, Auditing, Customer Service, Finance, Sales, Accounting, Tax, Income Tax, Series 63, series 52, Series 7
Education
Hamline University 2007 — 2011
BBA, Finance
Simley High School 2003 — 2007
AEI Fund Management, Inc February 2015 - Present
Northland Securities April 2012 - February 2015
Minnesota Department of Revenue February 2012 - April 2012
Minnesota Department of Revenue June 2010 - September 2011
Skills
Microsoft Excel, Auditing, Customer Service, Finance, Sales, Accounting, Tax, Income Tax, Series 63, series 52, Series 7
Education
Hamline University 2007 — 2011
BBA, Finance
Simley High School 2003 — 2007