Carlson Funds Enterprise
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Carlson Funds Enterprise Employees
Employee
Years
Job
Industry
Ezekiel Thiessen Ezekiel Thiessen's Carlson Funds Enterprise Experience March 2009 - May 2010
Job Investment Analyst at Mountain Asset Management LLC
Industry Investment Management
Experience
Mountain Asset Management LLC September 2013 - Present
General Dynamics Information Technology January 2013 - September 2013
General Dynamics Information Technology June 2010 - January 2013
Carlson Funds Enterprise March 2009 - May 2010
YMCA of Metropolitan Minneapolis July 2008 - May 2010
BCSSI 2009 - 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Process Improvement, Business Development, PowerPoint
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB
Mountain Asset Management LLC September 2013 - Present
General Dynamics Information Technology January 2013 - September 2013
General Dynamics Information Technology June 2010 - January 2013
Carlson Funds Enterprise March 2009 - May 2010
YMCA of Metropolitan Minneapolis July 2008 - May 2010
BCSSI 2009 - 2009
Skills
Microsoft Excel, Microsoft Office, Data Analysis, Process Improvement, Business Development, PowerPoint
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB
Roberth Garcia Roberth Garcia's Carlson Funds Enterprise Experience November 2014 - Present
Job Research Analyst at Carlson School of Management Funds Enterprise
Industry Investment Banking
Experience
Carlson Funds Enterprise November 2014 - Present
Lazard June 2015 - August 2015
Wall Street Oasis September 2013 - May 2014
Skills
Research, Brazilian Portuguese, Photography, Public Speaking, C++, Leadership, Financial Analysis, Equities, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Investment Banking, Teamwork, PowerPoint, Valuation, Microsoft Word, Data Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science in Business, Finance
Carlson Funds Enterprise November 2014 - Present
Lazard June 2015 - August 2015
Wall Street Oasis September 2013 - May 2014
Skills
Research, Brazilian Portuguese, Photography, Public Speaking, C++, Leadership, Financial Analysis, Equities, Financial Modeling, Mergers & Acquisitions, Finance, Microsoft Office, Corporate Finance, Investment Banking, Teamwork, PowerPoint, Valuation, Microsoft Word, Data Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science in Business, Finance
Ina Budnik's Carlson Funds Enterprise Experience January 2010 - May 2011
Job Finance
Industry Financial Services
Experience
RPX Corporation September 2014 - Present
The Tile Shop October 2012 - September 2014
Piper Jaffray June 2011 - October 2012
Piper Jaffray May 2010 - June 2011
Carlson Funds Enterprise January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equities, Bloomberg, Analysis, DCF, Financial Reporting, Business Strategy, Microsoft Excel, Financial Forecasting, Public Companies, Financial Statement..., Business Valuation, Investor Relations, Department Budgeting, Corporate FP&A, Retail, Business Analysis, Business Objects, Strategic Planning, Operations Management, Operational Analysis, Due Diligence, Modeling, PowerPoint, Cash Flow Forecasting, Free Cash Flow, DCF Valuation, LBO, IPO, Secondary Offerings, Forecasting, Stra, Strategy, SAP Implementation, Process Improvement, operation
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science in Business
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.) - Finance
RPX Corporation September 2014 - Present
The Tile Shop October 2012 - September 2014
Piper Jaffray June 2011 - October 2012
Piper Jaffray May 2010 - June 2011
Carlson Funds Enterprise January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equities, Bloomberg, Analysis, DCF, Financial Reporting, Business Strategy, Microsoft Excel, Financial Forecasting, Public Companies, Financial Statement..., Business Valuation, Investor Relations, Department Budgeting, Corporate FP&A, Retail, Business Analysis, Business Objects, Strategic Planning, Operations Management, Operational Analysis, Due Diligence, Modeling, PowerPoint, Cash Flow Forecasting, Free Cash Flow, DCF Valuation, LBO, IPO, Secondary Offerings, Forecasting, Stra, Strategy, SAP Implementation, Process Improvement, operation
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science in Business
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.) - Finance
Andrew Kimble Andrew Kimble's Carlson Funds Enterprise Experience May 2014 - May 2015
Job Investment Banking Analyst at Cherry Tree
Industry Financial Services
Experience
Cherry Tree May 2015 - Present
Carlson Funds Enterprise May 2014 - May 2015
RBC Wealth Management June 2014 - August 2014
University of Minnesota Foundation Real Estate Advisors September 2013 - May 2014
RBC Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Finance, Investments, Leadership, Mergers & Acquisitions, Investment Banking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
University of St. Thomas 2011 — 2011
Cherry Tree May 2015 - Present
Carlson Funds Enterprise May 2014 - May 2015
RBC Wealth Management June 2014 - August 2014
University of Minnesota Foundation Real Estate Advisors September 2013 - May 2014
RBC Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Finance, Investments, Leadership, Mergers & Acquisitions, Investment Banking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
University of St. Thomas 2011 — 2011
Adam M. Justin Adam M. Justin's Carlson Funds Enterprise Experience March 2008 - May 2009
Job Associate at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank July 2015 - Present
118 Capital September 2013 - May 2015
Barclays Investment Bank June 2014 - August 2014
Wells Fargo & Company June 2010 - June 2013
Ernst & Young July 2009 - June 2010
Carlson Funds Enterprise March 2008 - May 2009
MedicalCV April 2007 - March 2008
Skills
Private Equity, Portfolio Management, Accounting, Valuation, Financial Analysis, Credit Analysis, Financial Modeling, Corporate Finance, Economics, Credit, Fixed Income, Events, Fundraising, Homelessness, Asset Management, Educational Technology, Impact Investing, Microfinance, Cash Flow Lending, Commercial Lending, Investments, Finance, Mergers & Acquisitions, Hedge Funds, Venture Capital, Banking, Financial Services, Fashion Shows, Investment Banking, Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Private Equity
University of Minnesota - Carlson School of Management 2005 — 2009
BSB with Honors, Accounting, Finance
Hong Kong University of Science and Technology - School of Business and Management 2007 — 2007
Exchange, Semester Exchange
Barclays Investment Bank July 2015 - Present
118 Capital September 2013 - May 2015
Barclays Investment Bank June 2014 - August 2014
Wells Fargo & Company June 2010 - June 2013
Ernst & Young July 2009 - June 2010
Carlson Funds Enterprise March 2008 - May 2009
MedicalCV April 2007 - March 2008
Skills
Private Equity, Portfolio Management, Accounting, Valuation, Financial Analysis, Credit Analysis, Financial Modeling, Corporate Finance, Economics, Credit, Fixed Income, Events, Fundraising, Homelessness, Asset Management, Educational Technology, Impact Investing, Microfinance, Cash Flow Lending, Commercial Lending, Investments, Finance, Mergers & Acquisitions, Hedge Funds, Venture Capital, Banking, Financial Services, Fashion Shows, Investment Banking, Management
Education
Columbia Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Private Equity
University of Minnesota - Carlson School of Management 2005 — 2009
BSB with Honors, Accounting, Finance
Hong Kong University of Science and Technology - School of Business and Management 2007 — 2007
Exchange, Semester Exchange
Jacob Englund Jacob Englund's Carlson Funds Enterprise Experience March 2010 - December 2010
Job B2B sales
Industry International Trade and Development
Experience
Orbitation October 2011 - Present
Minnesota State Colleges and Universities July 2008 - July 2012
Cargill January 2010 - September 2011
Carlson Funds Enterprise March 2010 - December 2010
Wachovia, A Wells Fargo Company September 2006 - September 2007
Dropping Daylight November 2001 - March 2006
Skills
Strategy, Leadership, Start-ups, Marketing, Entrepreneurship, Business Development, Sales, Financial Modeling, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science in Business, Finance
Normandale Community College 2007 — 2009
Associates of Arts with emphasis in Accounting and Economics
Berklee College of Music 2001 — 2002
Music Business and Drum Performance
Orbitation October 2011 - Present
Minnesota State Colleges and Universities July 2008 - July 2012
Cargill January 2010 - September 2011
Carlson Funds Enterprise March 2010 - December 2010
Wachovia, A Wells Fargo Company September 2006 - September 2007
Dropping Daylight November 2001 - March 2006
Skills
Strategy, Leadership, Start-ups, Marketing, Entrepreneurship, Business Development, Sales, Financial Modeling, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science in Business, Finance
Normandale Community College 2007 — 2009
Associates of Arts with emphasis in Accounting and Economics
Berklee College of Music 2001 — 2002
Music Business and Drum Performance
Matt Born Matt Born's Carlson Funds Enterprise Experience March 2014 - May 2015
Job Commercial Banking Portfolio Manager at US Bank | Air Nat'l Guard Officer
Industry Financial Services
Experience
U.S. Bank January 2015 - Present
Illinois Air National Guard April 2012 - Present
Metafrazo August 2013 - Present
Carlson Funds Enterprise March 2014 - May 2015
Arctic Capital October 2013 - May 2015
Carlson School of Management August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Merrill Lynch September 2012 - August 2013
Cintas February 2012 - September 2012
United States Air Force June 2004 - February 2012
Skills
Credit Analysis, Financial Statement..., Commercial Banking, Commercial Lending, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Business Strategy, Deal Sourcing, Organizational..., Team Building, Air Force, Flights, Management, Training, Security Clearance, Government Contracting, Airports, Analysis, Command, Aviation, Government, Airspace Management, Microsoft Office, Cross-functional Team..., Military Experience, Leadership, Private Pilot, Program Management, Project Planning, Emergency Management, Operational Planning, Operations Management, Series 7, Six Sigma, Information Assurance, Website Development, Adobe, Uniform Combined State..., Microsoft Office Suite, DoD, Military, Airfield Management, Air Traffic Control, Series 66, Finance, Strategic Planning, Strategy, Team Leadership
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University 2006 — 2010
MS
The University of North Dakota 2000 — 2004
BS
U.S. Bank January 2015 - Present
Illinois Air National Guard April 2012 - Present
Metafrazo August 2013 - Present
Carlson Funds Enterprise March 2014 - May 2015
Arctic Capital October 2013 - May 2015
Carlson School of Management August 2013 - May 2015
Wells Fargo June 2014 - August 2014
Merrill Lynch September 2012 - August 2013
Cintas February 2012 - September 2012
United States Air Force June 2004 - February 2012
Skills
Credit Analysis, Financial Statement..., Commercial Banking, Commercial Lending, Financial Analysis, Mergers & Acquisitions, Due Diligence, Financial Modeling, Business Strategy, Deal Sourcing, Organizational..., Team Building, Air Force, Flights, Management, Training, Security Clearance, Government Contracting, Airports, Analysis, Command, Aviation, Government, Airspace Management, Microsoft Office, Cross-functional Team..., Military Experience, Leadership, Private Pilot, Program Management, Project Planning, Emergency Management, Operational Planning, Operations Management, Series 7, Six Sigma, Information Assurance, Website Development, Adobe, Uniform Combined State..., Microsoft Office Suite, DoD, Military, Airfield Management, Air Traffic Control, Series 66, Finance, Strategic Planning, Strategy, Team Leadership
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA)
Embry-Riddle Aeronautical University 2006 — 2010
MS
The University of North Dakota 2000 — 2004
BS
Tanner Coyle Tanner Coyle's Carlson Funds Enterprise Experience June 2011 - June 2012
Job Equity Analyst at M.D. Sass
Industry Investment Management
Experience
M.D. Sass February 2015 - Present
RBC Capital Markets February 2013 - January 2015
RBC Capital Markets July 2012 - February 2013
Carlson Funds Enterprise June 2011 - June 2012
RBC Capital Markets June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - December 2010
The Minnesota Daily January 2010 - May 2010
Sapphire Consulting September 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Equities, Finance, Microsoft Office, Investments, Equity Research, Trading, Leadership, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor's of Science, Business, Finance
Masarykova univerzita Ekonomicko-správní fakulta 2011 — 2011
Central European Studies
M.D. Sass February 2015 - Present
RBC Capital Markets February 2013 - January 2015
RBC Capital Markets July 2012 - February 2013
Carlson Funds Enterprise June 2011 - June 2012
RBC Capital Markets June 2011 - August 2011
Ameriprise Financial Services, Inc. June 2009 - December 2010
The Minnesota Daily January 2010 - May 2010
Sapphire Consulting September 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Financial Analysis, Microsoft Excel, Equities, Finance, Microsoft Office, Investments, Equity Research, Trading, Leadership, Bloomberg, Valuation
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor's of Science, Business, Finance
Masarykova univerzita Ekonomicko-správní fakulta 2011 — 2011
Central European Studies
Sashi Bhusan Choudhary Sashi Bhusan Choudhary's Carlson Funds Enterprise Experience March 2012 - June 2013
Job Product Manager
Industry Computer Software
Experience
Dish Network August 2013 - Present
Carlson Funds Enterprise March 2012 - June 2013
Carlson School of Management August 2011 - May 2013
People Combine Group May 2012 - August 2012
JDA Software June 2009 - July 2011
Microsoft (Wipro Technologies) July 2005 - June 2009
Skills
Product Management, Business Strategy, Consulting, Data Modeling, Process Improvement, Strategy, Management Consulting, Business Analytics, Financial Modeling, Enterprise Architecture, SQL, Business Analysis, ERP, Microsoft Excel, Agile Methodolgy, Agile Project Management, Go-to-market Strategy, B2B Marketing Strategy, Start-ups, Agile Methodologies
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Master of Business Administration, Marketing Strategy, Entrepreneurship
Andhra University 2001 — 2005
Bachelor of Technology, Computer Science
Dish Network August 2013 - Present
Carlson Funds Enterprise March 2012 - June 2013
Carlson School of Management August 2011 - May 2013
People Combine Group May 2012 - August 2012
JDA Software June 2009 - July 2011
Microsoft (Wipro Technologies) July 2005 - June 2009
Skills
Product Management, Business Strategy, Consulting, Data Modeling, Process Improvement, Strategy, Management Consulting, Business Analytics, Financial Modeling, Enterprise Architecture, SQL, Business Analysis, ERP, Microsoft Excel, Agile Methodolgy, Agile Project Management, Go-to-market Strategy, B2B Marketing Strategy, Start-ups, Agile Methodologies
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Master of Business Administration, Marketing Strategy, Entrepreneurship
Andhra University 2001 — 2005
Bachelor of Technology, Computer Science
Rycho H. Zhuo Rycho H. Zhuo's Carlson Funds Enterprise Experience September 2014 - August 2015
Job Consultant at Deloitte
Industry Financial Services
Experience
Deloitte August 2015 - Present
Carlson Funds Enterprise September 2014 - August 2015
Agricultural Bank of China July 2013 - August 2013
Friends Camp (Volunteer Teaching) April 2011 - August 2013
Sinoway International Education Group 2012 - May 2013
Foshan Hande., Ltd May 2011 - April 2013
AFS Intercultural Programs June 2009 - July 2012
Skills
Community Outreach, Teamwork, Nonprofits, Communication Skills, Leadership, PowerPoint, Fundraising, Social Media, Cross-cultural..., Event Planning, Analysis, Strategic Planning, Management, Communication
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business (B.S.B), Finance, Public/Nonprofit Management, Entrepreneurial Management, 3.78
Foshan Shiman Middle School 2007 — 2011
High School Diploma
Deloitte August 2015 - Present
Carlson Funds Enterprise September 2014 - August 2015
Agricultural Bank of China July 2013 - August 2013
Friends Camp (Volunteer Teaching) April 2011 - August 2013
Sinoway International Education Group 2012 - May 2013
Foshan Hande., Ltd May 2011 - April 2013
AFS Intercultural Programs June 2009 - July 2012
Skills
Community Outreach, Teamwork, Nonprofits, Communication Skills, Leadership, PowerPoint, Fundraising, Social Media, Cross-cultural..., Event Planning, Analysis, Strategic Planning, Management, Communication
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business (B.S.B), Finance, Public/Nonprofit Management, Entrepreneurial Management, 3.78
Foshan Shiman Middle School 2007 — 2011
High School Diploma
Tony Turgeon Tony Turgeon's Carlson Funds Enterprise Experience January 2014 - May 2015
Job Investment Analyst at Marquette Capital Partners
Industry Real Estate
Experience
Marquette Capital Partners January 2014 - Present
Carlson Funds Enterprise January 2014 - May 2015
Mortgage Elite Incorporated August 2009 - September 2013
Education
Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Junior
Marquette Capital Partners January 2014 - Present
Carlson Funds Enterprise January 2014 - May 2015
Mortgage Elite Incorporated August 2009 - September 2013
Education
Carlson School of Management 2011 — 2015
Bachelor of Science (B.S.), Finance, General, Junior
Blake Anderson Blake Anderson's Carlson Funds Enterprise Experience March 2011 - May 2012
Job Associate at Dimensional Fund Advisors
Industry Investment Management
Experience
Dimensional Fund Advisors July 2012 - Present
Carlson Funds Enterprise March 2011 - May 2012
Parametric Clifton June 2011 - September 2011
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance
Dimensional Fund Advisors July 2012 - Present
Carlson Funds Enterprise March 2011 - May 2012
Parametric Clifton June 2011 - September 2011
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Bachelor of Science (B.S.), Finance
Jason (Gehan) Liao's Carlson Funds Enterprise Experience March 2012 - May 2013
Job M&A Analyst － Optum Corporate Development at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group January 2015 - Present
Chartwell Financial Advisory, Inc. June 2013 - June 2014
Carlson Funds Enterprise March 2012 - May 2013
Housing & Residential Life January 2012 - May 2013
KPMG LLP June 2012 - August 2012
Carlson School of Management September 2011 - May 2012
Lenovo Group Limited July 2011 - September 2011
University of Minnesota October 2010 - May 2011
Skills
microsoft office, Data Analysis, Visual Basic, PeopleSoft, Problem Solving, Fast Learning, Time Management, Information Gathering, Teamwork, Microsoft Office, PowerPoint, Financial Analysis, Statistical Modeling, Microsoft Excel, Accounting
Education
Carlson School of Management 2010 — 2013
B.S.B, Finance; Economics, 3.91
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Science (BS), Finance, 3.89
UnitedHealth Group January 2015 - Present
Chartwell Financial Advisory, Inc. June 2013 - June 2014
Carlson Funds Enterprise March 2012 - May 2013
Housing & Residential Life January 2012 - May 2013
KPMG LLP June 2012 - August 2012
Carlson School of Management September 2011 - May 2012
Lenovo Group Limited July 2011 - September 2011
University of Minnesota October 2010 - May 2011
Skills
microsoft office, Data Analysis, Visual Basic, PeopleSoft, Problem Solving, Fast Learning, Time Management, Information Gathering, Teamwork, Microsoft Office, PowerPoint, Financial Analysis, Statistical Modeling, Microsoft Excel, Accounting
Education
Carlson School of Management 2010 — 2013
B.S.B, Finance; Economics, 3.91
University of Minnesota-Twin Cities 2010 — 2013
Bachelor of Science (BS), Finance, 3.89
Will Pacheco Will Pacheco's Carlson Funds Enterprise Experience February 2015 - Present
Job Incoming Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets September 2015 - Present
Carlson Funds Enterprise February 2015 - Present
EY June 2015 - August 2015
The Code Collective, LLC August 2014 - January 2015
Wealth Enhancement Group May 2014 - August 2014
CDW March 2013 - September 2013
San Francisco State University August 2011 - May 2012
Skills
Strategy, Strategic Communications, Public Speaking, DCF Valuation, Financial Analysis, Start-ups, Microsoft Office, Leadership, IT Strategy, Python, PowerPoint, Management, Excel Models, Microsoft Excel, Financial Modeling, Strategic Consulting, Content Strategy, SEO, Mobile Marketing, Finance, Project Accounting, Morningstar Office, Bloomberg Terminal, Fixed Income Analysis, Equity Research, Global Macro, Regression Analysis, Relative Value, Fundamental Analysis, CRM, Event Planning, WordPress, Research, Time Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Finance
Cardinal Newman High School
High School
RBC Capital Markets September 2015 - Present
Carlson Funds Enterprise February 2015 - Present
EY June 2015 - August 2015
The Code Collective, LLC August 2014 - January 2015
Wealth Enhancement Group May 2014 - August 2014
CDW March 2013 - September 2013
San Francisco State University August 2011 - May 2012
Skills
Strategy, Strategic Communications, Public Speaking, DCF Valuation, Financial Analysis, Start-ups, Microsoft Office, Leadership, IT Strategy, Python, PowerPoint, Management, Excel Models, Microsoft Excel, Financial Modeling, Strategic Consulting, Content Strategy, SEO, Mobile Marketing, Finance, Project Accounting, Morningstar Office, Bloomberg Terminal, Fixed Income Analysis, Equity Research, Global Macro, Regression Analysis, Relative Value, Fundamental Analysis, CRM, Event Planning, WordPress, Research, Time Management, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Finance
Cardinal Newman High School
High School
Ian Goodwin's Carlson Funds Enterprise Experience August 2014 - June 2015
Job Investment Banking Analyst at TripleTree
Industry Financial Services
Experience
TripleTree June 2015 - Present
Carlson Funds Enterprise August 2014 - June 2015
Columbia Management June 2014 - August 2014
ISM Capital LLP January 2014 - April 2014
TCF Financial Corporation May 2013 - August 2013
Pearson Arnold Technologies February 2013 - April 2013
Skills
Financial Analysis, Financial Modeling, Finance, Consulting, Equity Research, Financial Accounting, Management Accounting, Portfolio Management, Bloomberg
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business (BS), Finance and Management Information Systems
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (BS), Management Information Systems, and Finance
TripleTree June 2015 - Present
Carlson Funds Enterprise August 2014 - June 2015
Columbia Management June 2014 - August 2014
ISM Capital LLP January 2014 - April 2014
TCF Financial Corporation May 2013 - August 2013
Pearson Arnold Technologies February 2013 - April 2013
Skills
Financial Analysis, Financial Modeling, Finance, Consulting, Equity Research, Financial Accounting, Management Accounting, Portfolio Management, Bloomberg
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business (BS), Finance and Management Information Systems
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (BS), Management Information Systems, and Finance
Winnie Glaspey Winnie Glaspey's Carlson Funds Enterprise Experience 2011 - 2012
Job Procurement Program Manager at Ingersoll Rand
Industry Logistics and Supply Chain
Experience
Ingersoll Rand April 2015 - Present
Boston Scientific January 2014 - April 2015
Ingersoll Rand August 2012 - January 2014
Carlson Funds Enterprise 2011 - 2012
Midwestern Higher Education Compact 2011 - 2012
Honeywell July 2011 - August 2011
Skills
Project Management, Analysis, Business Development, Business Strategy, Budgets, Management, Forecasting, Business Analysis, Construction, Strategy, Windchill, Oracle, Microsoft Excel, SAP, Supply Management, Supply Chain, Program Management, Supplier Negotiation, Purchasing, Materials Management, Minitab, Statistical Data..., Lean Thinking, Process Improvement, Data Management, Structural Engineering, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
University of Minnesota - College of Science and Engineering
BS in Civil Engineering, Structural Emphasis
Ingersoll Rand April 2015 - Present
Boston Scientific January 2014 - April 2015
Ingersoll Rand August 2012 - January 2014
Carlson Funds Enterprise 2011 - 2012
Midwestern Higher Education Compact 2011 - 2012
Honeywell July 2011 - August 2011
Skills
Project Management, Analysis, Business Development, Business Strategy, Budgets, Management, Forecasting, Business Analysis, Construction, Strategy, Windchill, Oracle, Microsoft Excel, SAP, Supply Management, Supply Chain, Program Management, Supplier Negotiation, Purchasing, Materials Management, Minitab, Statistical Data..., Lean Thinking, Process Improvement, Data Management, Structural Engineering, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
University of Minnesota - College of Science and Engineering
BS in Civil Engineering, Structural Emphasis
Shuyi Xu Shuyi Xu's Carlson Funds Enterprise Experience March 2012 - Present
Job Growth Fund Analyst at Carlson Funds Enterprise
Industry Accounting
Experience
Carlson Funds Enterprise March 2012 - Present
China Development Bank August 2011 - September 2011
Shinyway International July 2010 - August 2010
Cathaya International Co. Ltd. June 2010 - July 2010
Skills
Microsoft Office, Mac OS X, Minitab, Team Coordination, Time Management, Fast Learner, Quantitative Finance, Financial Accounting, Financial Modeling
Education
Washington University in St. Louis 2013 — 2014
Master of Accounting
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science - Business, Finance, Accounting
Georges Vanier Secondary School 2008 — 2009
High School Diploma
Carlson Funds Enterprise March 2012 - Present
China Development Bank August 2011 - September 2011
Shinyway International July 2010 - August 2010
Cathaya International Co. Ltd. June 2010 - July 2010
Skills
Microsoft Office, Mac OS X, Minitab, Team Coordination, Time Management, Fast Learner, Quantitative Finance, Financial Accounting, Financial Modeling
Education
Washington University in St. Louis 2013 — 2014
Master of Accounting
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science - Business, Finance, Accounting
Georges Vanier Secondary School 2008 — 2009
High School Diploma
Hang Zhao Hang Zhao's Carlson Funds Enterprise Experience March 2012 - May 2013
Job Drive Microsoft Azure and Office365 Cloud service usage
Industry Information Technology and Services
Experience
Microsoft December 2014 - Present
Microsoft June 2013 - December 2014
Carlson Funds Enterprise March 2012 - May 2013
CDF Capital December 2012 - February 2013
Johnson & Johnson July 2012 - September 2012
Cummins Inc. May 2012 - July 2012
Baidu, Inc. August 2010 - June 2011
Wm. Wrigley Jr. Company April 2010 - August 2010
Wm. Wrigley Jr. Company June 2008 - April 2010
Wm. Wrigley Jr. Company July 2007 - June 2008
Skills
Cross-functional Team..., Marketing Strategy, Market Research, Business Strategy, Competitive Analysis, Project Management, Product Development, Marketing Research, Product Management, Customer Insight, Strategic Planning, Marketing, Financial Analysis, Financial Modeling, Stock Picking
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Marketing, Finance
Sun Yat-Sen University 2003 — 2007
B.S., Computer Science
Korea University 2006 — 2006
Exchange Student, Computer Science
Microsoft December 2014 - Present
Microsoft June 2013 - December 2014
Carlson Funds Enterprise March 2012 - May 2013
CDF Capital December 2012 - February 2013
Johnson & Johnson July 2012 - September 2012
Cummins Inc. May 2012 - July 2012
Baidu, Inc. August 2010 - June 2011
Wm. Wrigley Jr. Company April 2010 - August 2010
Wm. Wrigley Jr. Company June 2008 - April 2010
Wm. Wrigley Jr. Company July 2007 - June 2008
Skills
Cross-functional Team..., Marketing Strategy, Market Research, Business Strategy, Competitive Analysis, Project Management, Product Development, Marketing Research, Product Management, Customer Insight, Strategic Planning, Marketing, Financial Analysis, Financial Modeling, Stock Picking
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Marketing, Finance
Sun Yat-Sen University 2003 — 2007
B.S., Computer Science
Korea University 2006 — 2006
Exchange Student, Computer Science
Yanling(Elaine) Jin's Carlson Funds Enterprise Experience March 2013 - May 2014
Job M.S. in Analytics Candidate at University of Chicago
Industry Financial Services
Experience
Cummins Inc. September 2014 - August 2015
Carlson Funds Enterprise March 2013 - May 2014
Department of Finance - University of Minnesota January 2013 - May 2014
Cummins Inc. May 2013 - August 2013
Chinese Student Union September 2010 - May 2013
Department of Accounting - University of Minnesota March 2013 - March 2013
Department of Chemistry & Williamson Financial Cluster-University of Minnesota April 2012 - January 2013
Evergrande Real Estate Group June 2012 - August 2012
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Corporate Finance, Customer Service, Financial Modeling, Tax Preparation, Fixed Income Analysis, Internal Controls, PeopleSoft
Education
The University of Chicago 2015 — 2016
Master’s Degree, Master of Science in Analytics
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Accounting & Finance, Minor: Mathematics, Dean's List
Liaoning Shiyan High School
Cummins Inc. September 2014 - August 2015
Carlson Funds Enterprise March 2013 - May 2014
Department of Finance - University of Minnesota January 2013 - May 2014
Cummins Inc. May 2013 - August 2013
Chinese Student Union September 2010 - May 2013
Department of Accounting - University of Minnesota March 2013 - March 2013
Department of Chemistry & Williamson Financial Cluster-University of Minnesota April 2012 - January 2013
Evergrande Real Estate Group June 2012 - August 2012
Skills
Financial Analysis, Financial Accounting, Microsoft Excel, Financial Reporting, Corporate Finance, Customer Service, Financial Modeling, Tax Preparation, Fixed Income Analysis, Internal Controls, PeopleSoft
Education
The University of Chicago 2015 — 2016
Master’s Degree, Master of Science in Analytics
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science in Business, Accounting & Finance, Minor: Mathematics, Dean's List
Liaoning Shiyan High School
Sangjun Kim Sangjun Kim's Carlson Funds Enterprise Experience February 2013 - Present
Job Compliance Officer & Bloomberg Specialist at Carlson Funds Enterprise
Industry Banking
Experience
Carlson Funds Enterprise February 2013 - Present
University of Minnesota (Carlson School of Management) August 2012 - Present
C.H. Robinson June 2013 - August 2013
Woori Bank February 2007 - June 2012
Samsung Card June 2006 - August 2006
National Assembly of Republic of Korea December 2004 - June 2005
SJ style June 2003 - December 2004
Skills
Banking, Financial Analysis, Risk Management, Investments, Business Analysis, Strategic Planning, Credit, Customer Service, Project Management, Change Management
Education
University of Minnesota - Carlson School of Management 2012 — 2014
성균관대학교 / Sungkyunkwan University 2007 — 2011
Business Administration and Management, General, Bachelor of Arts (B.A.)
Carlson Funds Enterprise February 2013 - Present
University of Minnesota (Carlson School of Management) August 2012 - Present
C.H. Robinson June 2013 - August 2013
Woori Bank February 2007 - June 2012
Samsung Card June 2006 - August 2006
National Assembly of Republic of Korea December 2004 - June 2005
SJ style June 2003 - December 2004
Skills
Banking, Financial Analysis, Risk Management, Investments, Business Analysis, Strategic Planning, Credit, Customer Service, Project Management, Change Management
Education
University of Minnesota - Carlson School of Management 2012 — 2014
성균관대학교 / Sungkyunkwan University 2007 — 2011
Business Administration and Management, General, Bachelor of Arts (B.A.)
Kevin (Zehuan) Yang's Carlson Funds Enterprise Experience 2010 - 2012
Job Senior Associate, Product Strategy at Avant
Industry Financial Services
Experience
Avant August 2015 - Present
Tao Te Capital July 2015 - Present
Avant February 2015 - August 2015
Analysis Group August 2012 - February 2015
Quetico Partners January 2012 - April 2012
Carlson Funds Enterprise 2010 - 2012
AWJ Capital Partners, LLC 2010 - 2011
China Construction Bank July 2010 - August 2010
University of Minnesota - Honor Research Program 2009 - 2010
Skills
Equity Valuation, Due Diligence, Financial Modeling, Data Analysis, SAS, Microsoft Excel, SQL, Financial Analysis, Investment Banking, Investment Portfolio, Research, Capital IQ, Bloomberg, Statistical Modeling, Singing, Access, Valuation, Economics, Quantitative Analytics, Corporate Finance, VBA, Equity Research
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science, Finance, 3.94
Avant August 2015 - Present
Tao Te Capital July 2015 - Present
Avant February 2015 - August 2015
Analysis Group August 2012 - February 2015
Quetico Partners January 2012 - April 2012
Carlson Funds Enterprise 2010 - 2012
AWJ Capital Partners, LLC 2010 - 2011
China Construction Bank July 2010 - August 2010
University of Minnesota - Honor Research Program 2009 - 2010
Skills
Equity Valuation, Due Diligence, Financial Modeling, Data Analysis, SAS, Microsoft Excel, SQL, Financial Analysis, Investment Banking, Investment Portfolio, Research, Capital IQ, Bloomberg, Statistical Modeling, Singing, Access, Valuation, Economics, Quantitative Analytics, Corporate Finance, VBA, Equity Research
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science, Finance, 3.94
Isaac C. Johnson's Carlson Funds Enterprise Experience March 2011 - May 2012
Job Consultant at Accenture, Management Consulting
Industry Financial Services
Experience
Accenture April 2015 - Present
Accenture May 2014 - March 2015
Accenture February 2013 - April 2014
Protiviti September 2012 - January 2013
City of Arcadia June 2012 - August 2012
Arcadia School District June 2007 - August 2012
Carlson School of Management September 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
University Aquatics September 2007 - May 2012
Travelers May 2011 - August 2011
Skills
Financial Modeling, Research, Financial Analysis, Management, Microsoft Excel, Project Management, Leadership
Education
University of Minnesota - Carlson School of Management 2007 — 2012
BSB, Finance
Arcadia High School 2003 — 2007
Accenture April 2015 - Present
Accenture May 2014 - March 2015
Accenture February 2013 - April 2014
Protiviti September 2012 - January 2013
City of Arcadia June 2012 - August 2012
Arcadia School District June 2007 - August 2012
Carlson School of Management September 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
University Aquatics September 2007 - May 2012
Travelers May 2011 - August 2011
Skills
Financial Modeling, Research, Financial Analysis, Management, Microsoft Excel, Project Management, Leadership
Education
University of Minnesota - Carlson School of Management 2007 — 2012
BSB, Finance
Arcadia High School 2003 — 2007
Kartheek Koneru Kartheek Koneru's Carlson Funds Enterprise Experience March 2012 - October 2013
Job Principal at Innovo Advisors
Industry Hospital & Health Care
Experience
Innovo Advisors, LLC April 2014 - Present
Hennepin County Medical Center October 2013 - April 2014
Carlson Funds Enterprise March 2012 - October 2013
Medtronic Vascular June 2012 - August 2012
Minnesota Department of Health March 2011 - November 2011
LarsonAllen: CPAs, Consultants & Advisors LLC June 2011 - August 2011
Mayo Clinic August 2008 - August 2010
Skills
Data Analysis, Healthcare, Financial Analysis, Market Research, Leadership, Strategic Planning, Financial Modeling, Market Analysis, Marketing, Competitive Analysis, Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2013
MHA/MBA
Carleton College
B.A., Economics
Innovo Advisors, LLC April 2014 - Present
Hennepin County Medical Center October 2013 - April 2014
Carlson Funds Enterprise March 2012 - October 2013
Medtronic Vascular June 2012 - August 2012
Minnesota Department of Health March 2011 - November 2011
LarsonAllen: CPAs, Consultants & Advisors LLC June 2011 - August 2011
Mayo Clinic August 2008 - August 2010
Skills
Data Analysis, Healthcare, Financial Analysis, Market Research, Leadership, Strategic Planning, Financial Modeling, Market Analysis, Marketing, Competitive Analysis, Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2013
MHA/MBA
Carleton College
B.A., Economics
Sijie Cheng Sijie Cheng's Carlson Funds Enterprise Experience March 2011 - May 2012
Job Financial Analyst at Nalco Champion
Industry Oil & Energy
Experience
Nalco Champion July 2014 - Present
Ecolab July 2012 - June 2014
Best Buy December 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
Ecolab June 2011 - August 2011
Sunbelt Business Brokers and M&A Advisors February 2011 - May 2011
National MS Society May 2010 - August 2010
Skills
Competitive Analysis, Financial Modeling, Corporate Finance, Investments, Leadership
Education
University of Minnesota-Twin Cities 2008 — 2012
BSB, Finance major, Accounting minor
High School
Nalco Champion July 2014 - Present
Ecolab July 2012 - June 2014
Best Buy December 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
Ecolab June 2011 - August 2011
Sunbelt Business Brokers and M&A Advisors February 2011 - May 2011
National MS Society May 2010 - August 2010
Skills
Competitive Analysis, Financial Modeling, Corporate Finance, Investments, Leadership
Education
University of Minnesota-Twin Cities 2008 — 2012
BSB, Finance major, Accounting minor
High School
Harsh Mankad Harsh Mankad's Carlson Funds Enterprise Experience March 2014 - April 2015
Job Portfolio Advisor
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
Carlson Funds Enterprise March 2014 - April 2015
Cargill June 2014 - September 2014
Golden Valley Golf and Country Club February 2012 - November 2013
ATP World Tennis Tour May 2002 - October 2010
Skills
Public Relations, Tennis, Sports, Sports Management, Event Planning, Social Media, Sales, Marketing, Public Speaking, Event Management, Sponsorship, Sports Marketing, Coaching, Strategy, Entrepreneurship, Leadership, Management, Business Strategy, Budgets, Marketing Strategy, Strategic Planning, Equity Research, Marketing Communications
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA) - Full-time, Strategic Management and Finance, 3.72/4.00
University of Minnesota-Twin Cities 1999 — 2012
B.A. Economics and Minor in Sport Management, B.A. in Economics, GPA: 3.81/4.00
RBC Wealth Management May 2015 - Present
Carlson Funds Enterprise March 2014 - April 2015
Cargill June 2014 - September 2014
Golden Valley Golf and Country Club February 2012 - November 2013
ATP World Tennis Tour May 2002 - October 2010
Skills
Public Relations, Tennis, Sports, Sports Management, Event Planning, Social Media, Sales, Marketing, Public Speaking, Event Management, Sponsorship, Sports Marketing, Coaching, Strategy, Entrepreneurship, Leadership, Management, Business Strategy, Budgets, Marketing Strategy, Strategic Planning, Equity Research, Marketing Communications
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA) - Full-time, Strategic Management and Finance, 3.72/4.00
University of Minnesota-Twin Cities 1999 — 2012
B.A. Economics and Minor in Sport Management, B.A. in Economics, GPA: 3.81/4.00
Jessica (Weina) Chu Jessica (Weina) Chu's Carlson Funds Enterprise Experience March 2013 - January 2014
Job MBA Candidate at Carlson School of Management, Class of 2014
Industry Financial Services
Experience
Assurance Consulting 3, LLC - AC3 June 2014 - Present
Apogee Enterprises, Inc. June 2013 - January 2014
Carlson Funds Enterprise March 2013 - January 2014
Color Investment Research May 2013 - July 2013
Carlson Graduate Volunteer Consultants November 2012 - March 2013
Netherlands Sneek Wood Corporation December 2010 - June 2012
PwC August 2005 - November 2010
Skills
Financial Reporting, Corporate Finance, Internal Controls, Auditing, Finance, Strategy, Strategic Planning, Financial Risk, Mergers & Acquisition, Financial Analysis, Management Consulting, Financial Accounting, Equity Research, Corporate Tax, Business Analysis, Capital Budgeting, SAP Implementation, Market Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
Tianjin University of Finance and Economics 2001 — 2005
Bachelor of Economics, International Economics/Trade
Assurance Consulting 3, LLC - AC3 June 2014 - Present
Apogee Enterprises, Inc. June 2013 - January 2014
Carlson Funds Enterprise March 2013 - January 2014
Color Investment Research May 2013 - July 2013
Carlson Graduate Volunteer Consultants November 2012 - March 2013
Netherlands Sneek Wood Corporation December 2010 - June 2012
PwC August 2005 - November 2010
Skills
Financial Reporting, Corporate Finance, Internal Controls, Auditing, Finance, Strategy, Strategic Planning, Financial Risk, Mergers & Acquisition, Financial Analysis, Management Consulting, Financial Accounting, Equity Research, Corporate Tax, Business Analysis, Capital Budgeting, SAP Implementation, Market Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA)
Tianjin University of Finance and Economics 2001 — 2005
Bachelor of Economics, International Economics/Trade
Sourish Ghosh's Carlson Funds Enterprise Experience March 2015 - Present
Job Incoming Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
Pretium Mortgage Credit Management, LLC September 2015 - Present
Carlson Funds Enterprise March 2015 - Present
J.P. Morgan May 2015 - July 2015
Disciplined Growth Investors July 2014 - October 2014
AWJ Capital Partners, LLC January 2014 - July 2014
Prodality LLC August 2013 - January 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Word, Data Analysis, Leadership, Networking, Financial Modeling, Equities, Finance, Investment Banking
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Honors, Finance and Entrepreneurial Management, Senior
Pretium Mortgage Credit Management, LLC September 2015 - Present
Carlson Funds Enterprise March 2015 - Present
J.P. Morgan May 2015 - July 2015
Disciplined Growth Investors July 2014 - October 2014
AWJ Capital Partners, LLC January 2014 - July 2014
Prodality LLC August 2013 - January 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Research, Microsoft Word, Data Analysis, Leadership, Networking, Financial Modeling, Equities, Finance, Investment Banking
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (BS) Honors, Finance and Entrepreneurial Management, Senior
Ashley Xiong's Carlson Funds Enterprise Experience March 2011 - May 2012
Job FSO Assurance at Ernst & Young
Industry Financial Services
Experience
Ernst & Young August 2012 - Present
Carlson School of Management September 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
Minnesota Medical Foundation November 2010 - May 2012
Federal Reserve Bank of Minneapolis June 2011 - August 2011
Becoda Information Technology Co., LTD. July 2010 - August 2010
Yinhua Fund Management Co., LTD. June 2010 - July 2010
Give Us Wings January 2010 - May 2010
Radio Beijing July 2009 - August 2009
Skills
Accounting, Auditing, Financial Analysis, Mandarin, Financial Accounting, Financial Reporting, Budgets, Analysis, Management, Valuation, Financial Modeling, Competitive Analysis, Leadership, PowerPoint, Research, Microsoft Excel, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance
Ernst & Young August 2012 - Present
Carlson School of Management September 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
Minnesota Medical Foundation November 2010 - May 2012
Federal Reserve Bank of Minneapolis June 2011 - August 2011
Becoda Information Technology Co., LTD. July 2010 - August 2010
Yinhua Fund Management Co., LTD. June 2010 - July 2010
Give Us Wings January 2010 - May 2010
Radio Beijing July 2009 - August 2009
Skills
Accounting, Auditing, Financial Analysis, Mandarin, Financial Accounting, Financial Reporting, Budgets, Analysis, Management, Valuation, Financial Modeling, Competitive Analysis, Leadership, PowerPoint, Research, Microsoft Excel, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2012
BSB, Finance
Shaun Fernandes Shaun Fernandes's Carlson Funds Enterprise Experience March 2011 - February 2012
Job Associate at SK Capital Partners
Industry Venture Capital & Private Equity
Experience
SK Capital Partners July 2015 - Present
Goldman Sachs July 2012 - June 2015
Carlson Funds Enterprise March 2011 - February 2012
Goldman Sachs June 2011 - August 2011
ShoreView Industries LLC March 2010 - August 2010
Carlson School of Management October 2009 - May 2010
Travelers Insurance June 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Valuation, Due Diligence, Private Equity, Investment Banking, Finance, Capital Markets, Financial Modeling, Portfolio Management, Economics, Venture Capital, Derivatives, Analysis
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelors of Science in Business - Honors Program, Finance, International Business
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Milan, Italy
SK Capital Partners July 2015 - Present
Goldman Sachs July 2012 - June 2015
Carlson Funds Enterprise March 2011 - February 2012
Goldman Sachs June 2011 - August 2011
ShoreView Industries LLC March 2010 - August 2010
Carlson School of Management October 2009 - May 2010
Travelers Insurance June 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Valuation, Due Diligence, Private Equity, Investment Banking, Finance, Capital Markets, Financial Modeling, Portfolio Management, Economics, Venture Capital, Derivatives, Analysis
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelors of Science in Business - Honors Program, Finance, International Business
Università Commerciale 'Luigi Bocconi' 2010 — 2010
Milan, Italy
Daniel Fort Daniel Fort's Carlson Funds Enterprise Experience May 2008 - May 2009
Job Associate at Imperial Capital Asset Management, LLC
Industry Accounting
Experience
Imperial Capital Asset Management, LLC February 2014 - Present
Imperial Capital July 2011 - February 2014
Deloitte & Touche September 2009 - July 2011
Marquette Capital Partners May 2008 - September 2009
Carlson Funds Enterprise May 2008 - May 2009
Merrill Lynch November 2006 - May 2007
Skills
Financial Analysis, Accounting, CPA, Financial Modeling, Finance, Financial Accounting, Valuation, Internal Audit, IFRS, Big 4
Education
University of Minnesota - Carlson School of Management 2005 — 2009
FHS
Imperial Capital Asset Management, LLC February 2014 - Present
Imperial Capital July 2011 - February 2014
Deloitte & Touche September 2009 - July 2011
Marquette Capital Partners May 2008 - September 2009
Carlson Funds Enterprise May 2008 - May 2009
Merrill Lynch November 2006 - May 2007
Skills
Financial Analysis, Accounting, CPA, Financial Modeling, Finance, Financial Accounting, Valuation, Internal Audit, IFRS, Big 4
Education
University of Minnesota - Carlson School of Management 2005 — 2009
FHS
Jackson Palmer-Kern's Carlson Funds Enterprise Experience January 2014 - October 2014
Job Financial Analyst Intern at General Mills
Industry Financial Services
Experience
General Mills August 2014 - Present
Carlson Funds Enterprise January 2014 - October 2014
General Mills October 2013 - August 2014
Murphy Pohlad Asset Management June 2013 - November 2013
Maynards Restaurant of Excelsior May 2012 - June 2013
Skills
Financial Analysis, Financial Reporting, Stock Picking, Investment Portfolio, Portfolio Management, Microsoft Excel, Spanish-speaking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Eden Prairie High School 2007 — 2011
General Mills August 2014 - Present
Carlson Funds Enterprise January 2014 - October 2014
General Mills October 2013 - August 2014
Murphy Pohlad Asset Management June 2013 - November 2013
Maynards Restaurant of Excelsior May 2012 - June 2013
Skills
Financial Analysis, Financial Reporting, Stock Picking, Investment Portfolio, Portfolio Management, Microsoft Excel, Spanish-speaking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (BS), Finance, General
Eden Prairie High School 2007 — 2011
Ore Phillips Ore Phillips's Carlson Funds Enterprise Experience May 2012 - August 2012
Job Manager at PricewaterhouseCoopers FTO Practice
Industry Information Technology and Services
Experience
PricewaterhouseCoopers July 2015 - Present
PwC Consulting August 2012 - Present
Carlson Funds Enterprise May 2012 - August 2012
Graduate Volunteer Consultants April 2011 - May 2012
Carlson School of Management August 2010 - May 2012
PwC June 2011 - August 2011
PricewaterhouseCoopers July 2006 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Management Consulting, Analysis, Data Analysis, Enterprise Software, Strategy, Business Strategy, Process Improvement, Business Development, Business Analysis, Management, Financial Services, Business Process, IT Audit, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Project Management, Business Process..., Mergers, Program Management, Banking, Fixed Income, Nonprofits, Microsoft Excel, Consulting, Leadership, Internal Audit, Information Technology
Education
Minnesota State University, Mankato 2002 — 2004
Information Systems
University of Minnesota - Carlson School of Management
PricewaterhouseCoopers July 2015 - Present
PwC Consulting August 2012 - Present
Carlson Funds Enterprise May 2012 - August 2012
Graduate Volunteer Consultants April 2011 - May 2012
Carlson School of Management August 2010 - May 2012
PwC June 2011 - August 2011
PricewaterhouseCoopers July 2006 - August 2010
Skills
Mergers & Acquisitions, Financial Modeling, Management Consulting, Analysis, Data Analysis, Enterprise Software, Strategy, Business Strategy, Process Improvement, Business Development, Business Analysis, Management, Financial Services, Business Process, IT Audit, Capital Markets, Equity Research, Corporate Finance, Financial Analysis, Project Management, Business Process..., Mergers, Program Management, Banking, Fixed Income, Nonprofits, Microsoft Excel, Consulting, Leadership, Internal Audit, Information Technology
Education
Minnesota State University, Mankato 2002 — 2004
Information Systems
University of Minnesota - Carlson School of Management
Samuel Kemp's Carlson Funds Enterprise Experience January 2013 - December 2013
Job Equity Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2014 - Present
Piper Jaffray September 2012 - April 2014
Carlson Funds Enterprise January 2013 - December 2013
Kemp Motor Rental January 2008 - August 2013
University of Minnesota August 2012 - May 2013
Alliant Techsystems (ATK) May 2012 - August 2012
Foster Klima & Company, LLC. December 2011 - May 2012
Birch Retreat Resort March 2007 - August 2011
Skills
Microsoft Excel, Analysis, Strategic Thinking, People Skills, Strategic Planning, Teaching, Public Speaking, Equity Valuation, Financial Analysis, Modeling, Problem Solving, Organizational..., Planning, Reflection, Big Picture Thinking, Detailed Analysis, Financial Statement..., Teamwork, Leadership, Forecasting, Budgets, PowerPoint, Data Analysis, Customer Service, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Bachelor of Science in Business, Finance
Buffalo High School
Piper Jaffray April 2014 - Present
Piper Jaffray September 2012 - April 2014
Carlson Funds Enterprise January 2013 - December 2013
Kemp Motor Rental January 2008 - August 2013
University of Minnesota August 2012 - May 2013
Alliant Techsystems (ATK) May 2012 - August 2012
Foster Klima & Company, LLC. December 2011 - May 2012
Birch Retreat Resort March 2007 - August 2011
Skills
Microsoft Excel, Analysis, Strategic Thinking, People Skills, Strategic Planning, Teaching, Public Speaking, Equity Valuation, Financial Analysis, Modeling, Problem Solving, Organizational..., Planning, Reflection, Big Picture Thinking, Detailed Analysis, Financial Statement..., Teamwork, Leadership, Forecasting, Budgets, PowerPoint, Data Analysis, Customer Service, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Bachelor of Science in Business, Finance
Buffalo High School
Wei Qiao's Carlson Funds Enterprise Experience March 2007 - May 2008
Job Equity Research Analyst at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans November 2012 - Present
The Burchfield Group December 2011 - October 2012
Purkinje Capital & Consulting Inc July 2010 - November 2011
Whitebox Advisors February 2008 - July 2010
Carlson Funds Enterprise March 2007 - May 2008
Thomson Reuters March 2001 - February 2008
Greenbrier & Russel 2000 - 2001
Skills
Financial Modeling, Financial Analysis, Equities, Portfolio Management, Fixed Income, Valuation, Hedge Funds, Bloomberg, Asset Managment, VBA, Equity Research, Trading, Investments, Strategy, Finance, Business Analysis, Asset Management, Analysis, Due Diligence
Education
CFA Institute 2008 — 2012
Level III, Finance, Level III passed 2012
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, Finance, operation, strategy
University of Saint Thomas 1999 — 2002
MS, Software engineering
University of California, Davis 1996 — 1998
Mechanical Engineering
Shandong University
BS, ME
Thrivent Financial for Lutherans November 2012 - Present
The Burchfield Group December 2011 - October 2012
Purkinje Capital & Consulting Inc July 2010 - November 2011
Whitebox Advisors February 2008 - July 2010
Carlson Funds Enterprise March 2007 - May 2008
Thomson Reuters March 2001 - February 2008
Greenbrier & Russel 2000 - 2001
Skills
Financial Modeling, Financial Analysis, Equities, Portfolio Management, Fixed Income, Valuation, Hedge Funds, Bloomberg, Asset Managment, VBA, Equity Research, Trading, Investments, Strategy, Finance, Business Analysis, Asset Management, Analysis, Due Diligence
Education
CFA Institute 2008 — 2012
Level III, Finance, Level III passed 2012
University of Minnesota - Carlson School of Management 2005 — 2008
MBA, Finance, operation, strategy
University of Saint Thomas 1999 — 2002
MS, Software engineering
University of California, Davis 1996 — 1998
Mechanical Engineering
Shandong University
BS, ME
David Roland's Carlson Funds Enterprise Experience March 2008 - May 2009
Job Chemical Engineer | MBA
Industry Oil & Energy
Experience
WHC Energy Services May 2015 - Present
Proprietary Trader January 2013 - Present
WHC Energy Services March 2014 - May 2015
ISS An MSCI Brand February 2010 - December 2012
Carlson Funds Enterprise March 2008 - May 2009
Graduate Volunteer Consultants January 2008 - April 2009
GE Energy June 2008 - September 2008
Hutchinson Technology Inc. January 2005 - May 2007
WLSSD April 2003 - May 2004
Skills
Pipelines, Project Management, Financial Analysis, Analysis, Process Improvement, Market Research, Team Leadership, Research, Microsoft Excel, Management, Investments, Portfolio Management, Excel, Corporate Governance, Product Development, PowerPoint, Mergers & Acquisitions, Data Analysis, Proxy Voting, Finance, Sales, Minitab, Construction, Project Estimation, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2007 — 2009
M.B.A.
University of Minnesota Duluth 1999 — 2004
BS.Ch.E
WHC Energy Services May 2015 - Present
Proprietary Trader January 2013 - Present
WHC Energy Services March 2014 - May 2015
ISS An MSCI Brand February 2010 - December 2012
Carlson Funds Enterprise March 2008 - May 2009
Graduate Volunteer Consultants January 2008 - April 2009
GE Energy June 2008 - September 2008
Hutchinson Technology Inc. January 2005 - May 2007
WLSSD April 2003 - May 2004
Skills
Pipelines, Project Management, Financial Analysis, Analysis, Process Improvement, Market Research, Team Leadership, Research, Microsoft Excel, Management, Investments, Portfolio Management, Excel, Corporate Governance, Product Development, PowerPoint, Mergers & Acquisitions, Data Analysis, Proxy Voting, Finance, Sales, Minitab, Construction, Project Estimation, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2007 — 2009
M.B.A.
University of Minnesota Duluth 1999 — 2004
BS.Ch.E
Charles Roadfeldt's Carlson Funds Enterprise Experience February 2008 - May 2009
Job Senior Actuarial Assistant at The Travelers
Industry Investment Management
Experience
The Travelers March 2015 - Present
Medical Mutual - Contract through Robert Half August 2014 - February 2015
Fidelity and Guaranty September 2011 - February 2013
Allianz September 2010 - March 2011
Carlson Funds Enterprise February 2008 - May 2009
Carlson School of Management August 2007 - May 2009
Wipfli LLP May 2008 - August 2008
Wells Fargo 2000 - 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
St. Olaf College 1993 — 1997
BA, Mathematics
Findlay High School 1990 — 1993
High School, General
The Travelers March 2015 - Present
Medical Mutual - Contract through Robert Half August 2014 - February 2015
Fidelity and Guaranty September 2011 - February 2013
Allianz September 2010 - March 2011
Carlson Funds Enterprise February 2008 - May 2009
Carlson School of Management August 2007 - May 2009
Wipfli LLP May 2008 - August 2008
Wells Fargo 2000 - 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
St. Olaf College 1993 — 1997
BA, Mathematics
Findlay High School 1990 — 1993
High School, General
Natalie (Nato) Peikrishvili's Carlson Funds Enterprise Experience March 2015 - Present
Job MBA Candidate, Lazard Investment Banking Summer Analyst
Industry Investment Management
Experience
Carlson School of Management September 2015 - Present
Carlson Funds Enterprise March 2015 - Present
Lazard June 2015 - August 2015
D.B. Fitzpatrick & Co. June 2013 - May 2014
D.B. Fitzpatrick & Co. September 2012 - May 2013
Clearwater Analytics February 2012 - August 2012
Idaho Department of Labor October 2011 - August 2012
Idaho Department of Commerce September 2011 - December 2011
Trio Student Success January 2010 - December 2011
Skills
M&A Advisory Services, Financial Modeling, Valuation, Investments, Portfolio Management, Fixed Income Analysis, Equities, Financial Analysis, Data Analysis, Market Research, Microsoft Excel, Teamwork, Business Development, Leadership, Customer Service, Bloomberg Terminal, Business Plan Writing, Mathematics, Microsoft Office, Multitasking Skills, Time Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (MBA)
Boise State University 2009 — 2013
• Bachelor of Business Administration (BBA)
Carlson School of Management September 2015 - Present
Carlson Funds Enterprise March 2015 - Present
Lazard June 2015 - August 2015
D.B. Fitzpatrick & Co. June 2013 - May 2014
D.B. Fitzpatrick & Co. September 2012 - May 2013
Clearwater Analytics February 2012 - August 2012
Idaho Department of Labor October 2011 - August 2012
Idaho Department of Commerce September 2011 - December 2011
Trio Student Success January 2010 - December 2011
Skills
M&A Advisory Services, Financial Modeling, Valuation, Investments, Portfolio Management, Fixed Income Analysis, Equities, Financial Analysis, Data Analysis, Market Research, Microsoft Excel, Teamwork, Business Development, Leadership, Customer Service, Bloomberg Terminal, Business Plan Writing, Mathematics, Microsoft Office, Multitasking Skills, Time Management
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (MBA)
Boise State University 2009 — 2013
• Bachelor of Business Administration (BBA)
Atif Bawahab's Carlson Funds Enterprise Experience January 2012 - May 2013
Job Director at IINN
Industry Hospital & Health Care
Experience
Insight Institute of Neurosurgery and Neuroscience June 2009 - Present
Carlson Funds Enterprise January 2012 - May 2013
Leavitt Partners May 2012 - March 2013
George K. Baum & Company April 2011 - July 2011
Validus Consulting January 2011 - May 2011
KashmirCorps June 2008 - July 2008
Skills
Healthcare, Excel, Data Analysis, Word, Strategic Planning, Financial Modeling, Microsoft Word, Analysis, Strategy, Management, Microsoft Excel, Start-ups, Marketing Strategy, Research, Due Diligence, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2013
MBA/MHA
Texas A&M University 2005 — 2009
Business Economics
Insight Institute of Neurosurgery and Neuroscience June 2009 - Present
Carlson Funds Enterprise January 2012 - May 2013
Leavitt Partners May 2012 - March 2013
George K. Baum & Company April 2011 - July 2011
Validus Consulting January 2011 - May 2011
KashmirCorps June 2008 - July 2008
Skills
Healthcare, Excel, Data Analysis, Word, Strategic Planning, Financial Modeling, Microsoft Word, Analysis, Strategy, Management, Microsoft Excel, Start-ups, Marketing Strategy, Research, Due Diligence, Leadership
Education
University of Minnesota-Twin Cities 2010 — 2013
MBA/MHA
Texas A&M University 2005 — 2009
Business Economics
Ashok Varma's Carlson Funds Enterprise Experience March 2011 - May 2012
Job Sr Business Analyst at Inovalon
Industry Information Technology and Services
Experience
Inovalon April 2013 - Present
University of Minnesota September 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
FindLaw, a Thomson Reuters business June 2011 - September 2011
Graduate Volunteer Consultants January 2011 - March 2011
Mahindra Satyam October 2008 - April 2010
Mahindra Satyam June 2007 - December 2007
Skills
Capital Budgeting, Comparative Analysis, Finance, Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, Business Strategy, Data Analysis, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Operations & Startegy
Andhra University 2003 — 2007
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
Timpany
Inovalon April 2013 - Present
University of Minnesota September 2011 - May 2012
Carlson Funds Enterprise March 2011 - May 2012
FindLaw, a Thomson Reuters business June 2011 - September 2011
Graduate Volunteer Consultants January 2011 - March 2011
Mahindra Satyam October 2008 - April 2010
Mahindra Satyam June 2007 - December 2007
Skills
Capital Budgeting, Comparative Analysis, Finance, Financial Modeling, Financial Analysis, Business Analysis, Management Consulting, Business Strategy, Data Analysis, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA), Finance, Operations & Startegy
Andhra University 2003 — 2007
Bachelor of Engineering (B.Eng.), Electrical, Electronics and Communications Engineering
Timpany
Gerard de Grandis's Carlson Funds Enterprise Experience March 2013 - March 2014
Job MBA Candidate
Industry Financial Services
Experience
Carlson Funds Enterprise March 2013 - March 2014
Thrivent Financial for Lutherans September 2013 - December 2013
U.S. Bank June 2013 - August 2013
Alanna Consulting Group January 2011 - October 2011
Convergent Strategies Consulting, Inc. 2007 - 2011
Kunjar Sharma & Associates 2005 - 2006
Skills
Financial Modeling, Valuation, Investments, Strategy, Portfolio Management, Management, Corporate Development, Strategic Planning, Forecasting, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wharton School, University of Pennsylvania
Bsc. Economics, Finance
Carlson Funds Enterprise March 2013 - March 2014
Thrivent Financial for Lutherans September 2013 - December 2013
U.S. Bank June 2013 - August 2013
Alanna Consulting Group January 2011 - October 2011
Convergent Strategies Consulting, Inc. 2007 - 2011
Kunjar Sharma & Associates 2005 - 2006
Skills
Financial Modeling, Valuation, Investments, Strategy, Portfolio Management, Management, Corporate Development, Strategic Planning, Forecasting, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Wharton School, University of Pennsylvania
Bsc. Economics, Finance