CFA Society of Minnesota

Description

Located in: Rand TowerAddress: TCF Tower, 121 S 8th St #825, Minneapolis, MN 55402 Hours: Closed ⋅ Opens 8AM Mon SaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (612) 930-4000: : : Category: Place name: : : Website: : Website: https://www.cfasociety.org/minnesota/Pages/default.aspx Category: Association or organization 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. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of CFA Society of Minnesota Posting publicly on the Web Write a review Reviews Be the first to review

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CFA Society of Minnesota Employees

Employee
Years
Job
Industry
David Groomes David Groomes Minneapolis, Minnesota Details
David Groomes's CFA Society of Minnesota Experience May 2012 - July 2012
Job Software Engineer at FindLaw
Industry Information Technology and Services
Experience
FindLaw, a Thomson Reuters business  June 2014 - Present
Maverick Software Consulting  September 2013 - May 2014
FindLaw, a Thomson Reuters business  May 2013 - August 2013
CFA Society of Minnesota   May 2012 - July 2012
Minnesota Society of CPAs  May 2011 - July 2011

Skills
Software Development, SQL, C#, Java, Agile Methodologies, JavaScript, Visual Studio, Python, XML, Perl, jQuery, CSS, Spring, HTML, MySQL, Web Development, PHP, Software Engineering, .NET, Linux

Education
University of Minnesota - Carlson School of Management   2010 — 2014
Bachelor of Science in Business, Finance, Computer Science

Zhongrun (Sammy) Zhu Zhongrun (Sammy) Zhu Greater Minneapolis-St. Paul Area Details
Zhongrun (Sammy) Zhu's CFA Society of Minnesota Experience June 2013 - December 2013
Job Masters Student at NYU mathematics in Finance.
Industry Financial Services
Experience
Kiski Group Inc.   2015 - 2015
Carlson Growth Fund, Carlson Funds Enterprise   March 2013 - May 2014
CFA Society of Minnesota   June 2013 - December 2013
Credit Suisse  June 2012 - July 2012
Jintai Futures   July 2010 - August 2010

Skills
Microsoft Word, Microsoft Excel, Bloomberg, PowerPoint, Java, Financial Modeling, Finance, Equities

Education
New York University   2014 — 2015
Master's Degree, Mathematics in Finance

University of Minnesota - Carlson School of Management   2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General

University of Minnesota-Twin Cities   2010 — 2014
Bachelor of Applied Science (B.A.Sc.), Mathematics

Nanjing Foreign Language School   2007 — 2010
High School

Elizabeth Baldridge Elizabeth Baldridge Greater Minneapolis-St. Paul Area Details
Elizabeth Baldridge's CFA Society of Minnesota Experience May 2013 - August 2013
Job Marketing Coordinator at Maximum Solutions
Industry Marketing and Advertising
Experience
Maximum Solutions  March 2015 - Present
INNOVA Marketing  July 2014 - November 2014
CFA Society of Minnesota   May 2013 - August 2013
Mint Press News   May 2013 - July 2013

Skills
Public Relations, Marketing Communications, Social Networking, Event Planning, Social Media Marketing, Writing, Email Marketing, Brand Management, Advertising

Education
Concordia University-St. Paul   2008 — 2013
Bachelor of Arts (B.A.), Communication Studies

Karen Florez, CFA Karen Florez, CFA Greater Minneapolis-St. Paul Area Details
Karen Florez, CFA's CFA Society of Minnesota Experience September 2009 - Present
Job Manager of Investments at The Minneapolis Foundation
Industry Financial Services
Experience
The Minneapolis Foundation  May 2012 - Present
CFA Society of Minnesota   September 2009 - Present
Best Prep   August 2009 - Present
Best Prep   August 2006 - Present
Minnesota Literacy Council  September 1996 - Present
The House of Hope Presbyterian Church  September 2009 - May 2012
Wells Fargo Private Bank  January 2010 - March 2012
M&I Investment Mgmt Corp/Wealth Mgmt   November 2001 - January 2009
National City Bank of Minneapolis  October 1983 - November 2001

Skills
Investment Management, Fiduciary Risk..., Financial Literacy, Women's Perspectives in..., Elder Services in..., Philanthropy, Investments

Education
University of Saint Thomas - School of Business   2010 — 2010
Mini-MBA Certificate

Michigan State University   1974 — 1979
BA, Double Major: English, Advertising

Jennah Kassem Jennah Kassem Minneapolis, Minnesota Details
Jennah Kassem's CFA Society of Minnesota Experience June 2011 - August 2011
Job Student at Indiana University Bloomington
Industry Apparel & Fashion
Experience
CFA Society of Minnesota   June 2011 - August 2011

Skills
Intercultural..., Intercultural Relations, Foreign Languages, Event Planning, Negotiation, Apparel, Trend, Wordpress

Education
Indiana University Bloomington   2011 — 2014
Apparel Merchandising

Michael Lingvall, CFA Michael Lingvall, CFA Greater Minneapolis-St. Paul Area Details
Michael Lingvall, CFA's CFA Society of Minnesota Experience 2006 - Present
Job Wholesaler at AEI Capital Corporation
Industry Financial Services
Experience
AEI Capital Corporation   October 2014 - Present
CFA Society of Minnesota   2006 - Present
Finacorp Securities/Wedbush Securities   September 2008 - December 2010
Self Employed  2006 - 2007
Morgan Joseph & Company   2004 - 2005
RBC Dain Rauscher  1999 - 2004

Skills
Fixed Income, Credit, Series 7, Capital Markets, Series 63, New Business Development, Trading, Securities, Finance, High Yield, Structured Products, Relationship Management, Private Placements, Investments, Financial Analysis, Financial Modeling, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   1986 — 1988
MBA, Finance/International Business

Rutgers University-New Brunswick   1983 — 1986
BA, Economics

Daniel Aronson Daniel Aronson Greater Minneapolis-St. Paul Area Details
Daniel Aronson's CFA Society of Minnesota Experience 2007 - Present
Job Managing Partner at EPIQ Partners, LLC
Industry Investment Management
Experience
EPIQ Partners, LLC   September 2012 - Present
CFA Society of Minnesota   2007 - Present
Tealwood Asset Management  2007 - 2012

Skills
Asset Managment, Investments, Portfolio Management, Investment Management, Strategic Financial..., Asset Allocation, Investment Strategies, Investment Advisory, Venture Capital, Private Equity, Alternative Investments, Valuation, Due Diligence, Financial Modeling, Equities

Education
Skidmore College
Bachelor of Arts (BA), Music

Michael Zavadil Michael Zavadil Saint Paul, Minnesota Details
Michael Zavadil's CFA Society of Minnesota Experience June 2013 - August 2013
Job Portfolio Accountant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  May 2014 - Present
Super One Foods  August 2013 - November 2013
CFA Society of Minnesota   June 2013 - August 2013
The Home Depot  May 2012 - August 2012

Skills
Editing, Publishing, Leadership, Customer Service, Microsoft Office, Public Speaking, Microsoft Excel, PowerPoint, Microsoft Word, Research, Sales, Team Building, Social Media, Data Analysis, Strategic Planning, Access, Coaching, Event Planning, Marketing, Management

Education
The University of North Dakota   2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance and Investments

Level I CFA Candidate

Jessica Farah Jessica Farah Minneapolis, Minnesota Details
Jessica Farah's CFA Society of Minnesota Experience June 2013 - August 2013
Job Graduate Assistant College of Business at Minnesota State University, Mankato
Industry Investment Banking
Experience
Minnesota State University, Mankato  April 2015 - Present
Minnesota State University, Mankato  August 2014 - Present
First National Bank Lebanon   July 2015 - July 2015
Wells Fargo Securities  February 2014 - August 2014
Maverick Investment Fund   September 2013 - December 2013
CFA Society of Minnesota   June 2013 - August 2013
BLC Bank   August 2011 - August 2011
Bank of Beirut  July 2011 - July 2011

Skills
Accounting, Analysis, Project Planning, Banking, Loans, Microsoft Office, Credit Cards, Management, Financial Analysis, Return on Investment..., Investments, Alternative Investments, Fixed Income Analysis, Equities, Investment Research, Investment Banking, Institutional..., Market Research, Public Speaking, Customer Service, PowerPoint

Education
Minnesota State University, Mankato   2014 — 2016
Master of Business Administration (M.B.A.)

Minnesota State University, Mankato   2012 — 2013
Bachelor of Science (B.S.), Finance - Investment Analysis Option, GPA 3.8

University of Minnesota-Twin Cities   2010 — 2012

Landon Brodersen Landon Brodersen Minneapolis, Minnesota Details
Landon Brodersen's CFA Society of Minnesota Experience May 2014 - August 2014
Job Junior Quantitative Analyst at DerivActiv, LLC
Industry Higher Education
Experience
DerivActiv, LLC  August 2015 - Present
Dunn Bros Coffee  May 2013 - August 2015
Clemens Perk Coffee Shop  March 2014 - May 2015
Clemens Perk Coffee Shop  August 2011 - May 2015
CFA Society of Minnesota   May 2014 - August 2014
The Local Blend Coffee Shop and Wine Bar   August 2012 - December 2012

Skills
Microsoft Excel, Time Management, Microsoft Word, Research, Leadership, Microsoft Office, Financial Analysis, Customer Service, Accounting, Economics, Management, Outlook, Security Analysis, Entrepreneurship

Education
St. John's University   2011 — 2015
Bachelor of Arts (BA), Economics and Corporate Finance, Senior

Carl Ness Carl Ness Greater Minneapolis-St. Paul Area Details
Carl Ness's CFA Society of Minnesota Experience June 2015 - August 2015
Job Intern at ValMark Securities
Industry Financial Services
Experience
ValMark Securities  June 2015 - Present
CFA Society of Minnesota   June 2015 - August 2015
Lancer Hospitality  May 2012 - September 2014
Janostin Hockey Training   June 2010 - October 2013

Skills
Customer Service, Team Leadership, Microsoft Word, Microsoft Excel, PowerPoint, Investment Strategies, Statistical Data..., R, Python, Microsoft Office, Time Management, Data Analysis, Teamwork

Education
Gustavus Adolphus College   2012 — 2016
Bachelor's Degree, Financial Economics and Minor in Statistics, Junior

Level 1 candidate in the CFA Program

Jake Seltz, CFA Jake Seltz, CFA Greater Minneapolis-St. Paul Area Details
Jake Seltz, CFA's CFA Society of Minnesota Experience 2008 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
CFA Society of Minnesota   2008 - Present
Wells Fargo  January 2006 - Present
Wells Fargo  December 2003 - January 2006
Wells Fargo  July 2000 - December 2003
Wells Fargo  June 1999 - July 2000

Skills
Research, Investments, Asset Management, Financial Analysis, Equities, Asset Allocation, Alternative Investments, Asset Managment, Strategy

Education
Luther College   1995 — 1999
BA, Mathemathics/Statistics and Economics

Leyla Kassem Leyla Kassem Greater Minneapolis-St. Paul Area Details
Leyla Kassem's CFA Society of Minnesota Experience September 2009 - August 2011
Job Experienced Institutional Client Service Professional
Industry Investment Management
Experience
Wells Capital Management  2005 - Present
CFA Institute  September 2011 - Present
CFA Society of Minnesota   September 2009 - August 2011
Lowry Hill  2000 - 2003
RBC Dain Rauscher  1992 - 1998

Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management

Education
University of Minnesota - Carlson School of Management
MBA, Finance

Amanda (Houle) Sullivan Amanda (Houle) Sullivan Greater Minneapolis-St. Paul Area Details
Amanda (Houle) Sullivan's CFA Society of Minnesota Experience August 2012 - Present
Job Events & Communications Manager | Creating Exceptional Events and Conferences for the Finance Industry
Industry Nonprofit Organization Management
Experience
CFA Society of Minnesota   August 2012 - Present
Girl Scouts of Minnesota and Wisconsin River Valleys  September 2009 - August 2012
Girl Scouts of Eastern Iowa & Western Illinois  February 2009 - August 2009
Girl Scouts of Eastern Iowa & Western Illinois  August 2007 - February 2009

Skills
Project Management, Strategic Planning, Event Planning, Staff Training, Training & Development, Volunteer Management, Volunteer Coordination, Public Relations, Writing, Fundraising, Non-profits, Nonprofits, Leadership, Event Management, Research, Program Evaluation, Editing, Program Management, Training

Education
Hamline University   2009 — 2011
Masters, Nonprofit Management

University of St. Thomas   2012 — 2013
Certificate in Fundraising, Fundraising

Drake University   2000 — 2004
B.A., Public Relations

Mark Salter, CAE, ABC Mark Salter, CAE, ABC Greater Minneapolis-St. Paul Area Details
Mark Salter, CAE, ABC's CFA Society of Minnesota Experience July 2012 - Present
Job Executive Director at CFA Society of Minnesota
Industry Nonprofit Organization Management
Experience
CFA Society of Minnesota   July 2012 - Present
Salter Strategic Communications   2011 - Present
Minnesota Valley Men's Chorale   2008 - 2013
Forius   1999 - 2011
Aon Consulting  1990 - 1998
Towers Perrin  1987 - 1988
The Wyatt Company  1982 - 1987
AM Multigraphics  1979 - 1982
Clark Equipment Company  1977 - 1979

Skills
Media Relations, Strategic Planning, Project Management, Social Media, Strategic Communications, Public Speaking, Community Development, Leadership, Strategy, Event Planning, Research, Budgets, Fundraising, Sales, Marketing, Integrated Marketing, Marketing Communications, Marketing Strategy, B2B, Program Management, Business Development, Community Outreach, Newsletters, Internal Communications, Team Leadership, Volunteer Management, Organizational..., Analysis, Business Planning, Team Building, Social Media Marketing, Brand Management, Editing, Leadership Development, Nonprofits, Public Relations, Proposal Writing

Education
University of Chicago Graduate School of Business   1984 — 1985

University of Missouri-Columbia   1971 — 1974
Bachelor's degree in Journalism, Photojournalism

Kris Kautzman Kris Kautzman Greater Minneapolis-St. Paul Area Details
Kris Kautzman's CFA Society of Minnesota Experience July 2011 - Present
Job Nonprofit Operations Manager
Industry Nonprofit Organization Management
Experience
CFA Society of Minnesota   July 2011 - Present
Freelance Musician  June 1994 - Present
The Rose Ensemble  June 1999 - July 2015
Various St. Paul Arts Nonprofits   2000 - 2011
Office Team  2006 - 2010
Oakwood Corporate Housing  June 1996 - May 1999
The Guthrie Theater  1994 - 1998
Dri-Steem Humidifier   1995 - June 1996

Skills
Singing, Music, Performing Arts, Arts Administration, Ensemble, Nonprofits, Chamber Music, Volunteer Management, Strategic Planning, Board Relations, Transition Planning, Member Relations, Membership Development, Community Outreach, Newsletters, Vocal

Education
St. Olaf College   1990 — 1994
Bachelor of Arts, Musicology

University of St. Thomas
Certificate programs in nonprofit management, nonprofit management (executive education)

Kyutae Leo Kim Kyutae Leo Kim Chicago, Illinois Details
Kyutae Leo Kim's CFA Society of Minnesota Experience July 2012 - October 2012
Job Quantitative Risk System Analyst
Industry Financial Services
Experience
Options Clearing Corporation  November 2013 - Present
DerivActiv, LLC  March 2013 - October 2013
CFA Society of Minnesota   July 2012 - October 2012
The McNamara Academic Center, University of Minnesota   January 2012 - August 2012
Academic Consulting   January 2008 - August 2011
Kyungpook National University  September 2009 - August 2010
Republic of Korea Army  November 2005 - November 2007
Private Math Tutoring  May 2003 - October 2005

Skills
Quantitative Finance, Quantitative Analytics, Derivatives, Capital Markets, Fixed Income, VBA, Matlab, Financial Modeling, Interest Rate..., Stochastic Calculus, Differential Equations, Linear Regression, Statistics, Time Series Analysis, Bloomberg, R, Market Risk, Risk Management, Equity Derivatives, Stress Testing, CVA, Interpersonal Skills, SDLC, C#, Exotic Derivatives, Monte Carlo Simulation

Education
University of Minnesota-Twin Cities   2011 — 2013
Master, Financial Mathematics

Kyungpook National University
Bachelor's Degree, Major in Mathematics and Minor in Economics and Trade