Craig-Hallum Capital Group
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Craig-Hallum Capital Group Employees
Employee
Years
Job
Industry
Max Everson Max Everson's Craig-Hallum Capital Group Experience March 2013 - June 2013
Job Investment Banking Intern at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group March 2013 - June 2013
Urban Homeworks May 2012 - August 2012
Skills
Bloomberg, Investment Banking, Valuation, Equity Research, Financial Modeling, Equities, Hedge Funds, Financial Analysis, Research, Teamwork, Microsoft Word, Economics, Microsoft Excel
Education
Harvard College 2011 — 2015
Economics
Edina High School 2008 — 2011
Craig-Hallum Capital Group March 2013 - June 2013
Urban Homeworks May 2012 - August 2012
Skills
Bloomberg, Investment Banking, Valuation, Equity Research, Financial Modeling, Equities, Hedge Funds, Financial Analysis, Research, Teamwork, Microsoft Word, Economics, Microsoft Excel
Education
Harvard College 2011 — 2015
Economics
Edina High School 2008 — 2011
Josh Reber Josh Reber's Craig-Hallum Capital Group Experience March 2010 - Present
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group March 2010 - Present
Haje Flyers September 2008 - April 2009
Skills
Series 7, Series 63
Education
Colby College 2004 — 2008
B.A., History
The Taft School
Edina High School
Craig-Hallum Capital Group March 2010 - Present
Haje Flyers September 2008 - April 2009
Skills
Series 7, Series 63
Education
Colby College 2004 — 2008
B.A., History
The Taft School
Edina High School
Eric Martinuzzi Eric Martinuzzi's Craig-Hallum Capital Group Experience 2002 - 2012
Job Equity Research Analyst Technology
Industry Financial Services
Experience
Lake Street Capital Markets, LLC May 2012 - Present
Craig-Hallum Capital Group 2002 - 2012
ThinkEquity Partners 2001 - 2002
Piper Jaffray 2000 - 2001
Skills
Equity Research, Sell Side, Chartered Financial..., Valuation, Hedge Funds, Equities, Financial Modeling, Investment Banking, Private Equity, Equity Valuation, Series 7, Series 24, FINOP, FINRA, Venture Capital, M&A experience, Corporate Development, Corporate Finance, Portfolio Management, Investments, Due Diligence, Financial Analysis, Mergers
Education
United States Naval Academy
BS
University of Pennsylvania - The Wharton School
MBA
Lake Street Capital Markets, LLC May 2012 - Present
Craig-Hallum Capital Group 2002 - 2012
ThinkEquity Partners 2001 - 2002
Piper Jaffray 2000 - 2001
Skills
Equity Research, Sell Side, Chartered Financial..., Valuation, Hedge Funds, Equities, Financial Modeling, Investment Banking, Private Equity, Equity Valuation, Series 7, Series 24, FINOP, FINRA, Venture Capital, M&A experience, Corporate Development, Corporate Finance, Portfolio Management, Investments, Due Diligence, Financial Analysis, Mergers
Education
United States Naval Academy
BS
University of Pennsylvania - The Wharton School
MBA
Scott Ames Scott Ames's Craig-Hallum Capital Group Experience April 2014 - Present
Job Investment Banking Analyst at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group April 2014 - Present
Wells Fargo January 2013 - April 2014
Thomson Reuters July 2011 - December 2012
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Financial Modeling, Financial Reporting, Leadership, Finance, Due Diligence, Mergers & Acquisitions, Project Planning, Business Analysis, Investment Banking, Data Analysis, Analysis, Forecasting
Education
University of St. Thomas 2008 — 2012
Bachelor's Degree, Finance
University of London
Finance
Craig-Hallum Capital Group April 2014 - Present
Wells Fargo January 2013 - April 2014
Thomson Reuters July 2011 - December 2012
Skills
Microsoft Excel, Access, PowerPoint, Financial Analysis, Financial Modeling, Financial Reporting, Leadership, Finance, Due Diligence, Mergers & Acquisitions, Project Planning, Business Analysis, Investment Banking, Data Analysis, Analysis, Forecasting
Education
University of St. Thomas 2008 — 2012
Bachelor's Degree, Finance
University of London
Finance
Charles Haff's Craig-Hallum Capital Group Experience December 2011 - Present
Job Sr. Equity Research Analyst at CraigHallum Capital Group
Industry Investment Management
Experience
Craig-Hallum Capital Group December 2011 - Present
Garden leave June 2011 - December 2011
Dougherty & Company September 2009 - June 2011
Thrivent Financial July 2007 - February 2009
Security Global Investors August 2004 - July 2007
JP Morgan Asset Management May 1998 - August 2004
Banc One Corporation June 1997 - May 1998
Education
University of MN- Mini Medical School 2009 — 2012
University of St. Thomas - Opus College of Business
Executive Development, Medical Technology Management
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
University of Nevada-Las Vegas
BS, College of HOA
Craig-Hallum Capital Group December 2011 - Present
Garden leave June 2011 - December 2011
Dougherty & Company September 2009 - June 2011
Thrivent Financial July 2007 - February 2009
Security Global Investors August 2004 - July 2007
JP Morgan Asset Management May 1998 - August 2004
Banc One Corporation June 1997 - May 1998
Education
University of MN- Mini Medical School 2009 — 2012
University of St. Thomas - Opus College of Business
Executive Development, Medical Technology Management
Xavier University - Williams College of Business 1995 — 1997
MBA, Finance
University of Nevada-Las Vegas
BS, College of HOA
Grant Marks's Craig-Hallum Capital Group Experience May 2015 - July 2015
Job Investment Banking Summer Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Carlson School of Management June 2015 - Present
Carlson School of Management January 2015 - Present
Carlson School of Management August 2013 - Present
Craig-Hallum Capital Group May 2015 - July 2015
PwC January 2015 - March 2015
Walker Bros. The Original Pancake House September 2009 - January 2015
University of Minnesota September 2014 - December 2014
Thrivent Financial June 2014 - September 2014
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Microsoft Office, Microsoft Excel, Teamwork, Statistics, Sales, Public Speaking, Accounting, Microsoft Word, Teaching, Financial Accounting, PowerPoint
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, GPA: 3.85
Carlson School of Management June 2015 - Present
Carlson School of Management January 2015 - Present
Carlson School of Management August 2013 - Present
Craig-Hallum Capital Group May 2015 - July 2015
PwC January 2015 - March 2015
Walker Bros. The Original Pancake House September 2009 - January 2015
University of Minnesota September 2014 - December 2014
Thrivent Financial June 2014 - September 2014
Skills
Financial Modeling, Financial Analysis, Strategy, Finance, Microsoft Office, Microsoft Excel, Teamwork, Statistics, Sales, Public Speaking, Accounting, Microsoft Word, Teaching, Financial Accounting, PowerPoint
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science (B.S.), Finance and Accounting, GPA: 3.85
Colin Ferrian's Craig-Hallum Capital Group Experience June 2012 - July 2013
Job Analyst at Coe Capital Management LLC
Industry Capital Markets
Experience
Coe Capital Management July 2013 - Present
Craig-Hallum Capital Group June 2012 - July 2013
PuriHands, Inc. January 2012 - June 2013
Meisner Electric Inc. of Florida May 2011 - August 2011
ID Insight February 2010 - May 2010
Education
St. Olaf College 2008 — 2012
Economics, Finance
St. Thomas Academy 2001 — 2007
Coe Capital Management July 2013 - Present
Craig-Hallum Capital Group June 2012 - July 2013
PuriHands, Inc. January 2012 - June 2013
Meisner Electric Inc. of Florida May 2011 - August 2011
ID Insight February 2010 - May 2010
Education
St. Olaf College 2008 — 2012
Economics, Finance
St. Thomas Academy 2001 — 2007
Matthew Baumgartner, MBA's Craig-Hallum Capital Group Experience July 2011 - October 2014
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual November 2014 - Present
Craig-Hallum Capital Group July 2011 - October 2014
R&D Systems November 2000 - July 2011
Skills
Financial Analysis, Financial Modeling, Equity Research, Data Analysis, Valuation, Competitive Analysis, Medical Devices, Portfolio Management, Investments, Finance, Strategic Planning, Securities, Due Diligence, Analysis, Strategic Financial..., Risk Management, Equities, Bloomberg, Business Valuation, Alternative Investments, Series 7, Strategy, Asset Management, Equity Valuation, Fixed Income, Forecasting, Series 63, Mutual Funds, Life Insurance, Personal Financial...
Education
University of St. Thomas - Opus College of Business 2005 — 2009
Masters, Business Administration
Minnesota State University, Moorhead 1996 — 2000
Bachelors, Biology & Chemistry, emphasis in biotechniques
Saint Mary's Central High 1992 — 1996
Northwestern Mutual November 2014 - Present
Craig-Hallum Capital Group July 2011 - October 2014
R&D Systems November 2000 - July 2011
Skills
Financial Analysis, Financial Modeling, Equity Research, Data Analysis, Valuation, Competitive Analysis, Medical Devices, Portfolio Management, Investments, Finance, Strategic Planning, Securities, Due Diligence, Analysis, Strategic Financial..., Risk Management, Equities, Bloomberg, Business Valuation, Alternative Investments, Series 7, Strategy, Asset Management, Equity Valuation, Fixed Income, Forecasting, Series 63, Mutual Funds, Life Insurance, Personal Financial...
Education
University of St. Thomas - Opus College of Business 2005 — 2009
Masters, Business Administration
Minnesota State University, Moorhead 1996 — 2000
Bachelors, Biology & Chemistry, emphasis in biotechniques
Saint Mary's Central High 1992 — 1996
Reed Mandel Reed Mandel's Craig-Hallum Capital Group Experience April 2011 - June 2011
Job Controller at Manada Technologies
Industry Telecommunications
Experience
Manada Technologies June 2015 - Present
TCF Bank April 2014 - August 2014
Westminster Befriend a Family January 2014 - May 2014
North Star Resource Group January 2013 - December 2013
Multiband June 2012 - October 2013
Orono High School June 2012 - August 2012
Craig-Hallum Capital Group April 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, Market Research, Public Speaking, English, Photoshop, Marketing, Financial Analysis, Team Leadership, Marketing Strategy, Leadership, Time Management, Event Planning, Marketing Communications
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Bachelor of Science in Business, Accounting and Finance
Denison University 2011 — 2012
Economics and Mathematics
Manada Technologies June 2015 - Present
TCF Bank April 2014 - August 2014
Westminster Befriend a Family January 2014 - May 2014
North Star Resource Group January 2013 - December 2013
Multiband June 2012 - October 2013
Orono High School June 2012 - August 2012
Craig-Hallum Capital Group April 2011 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Social Media, Research, Market Research, Public Speaking, English, Photoshop, Marketing, Financial Analysis, Team Leadership, Marketing Strategy, Leadership, Time Management, Event Planning, Marketing Communications
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Bachelor of Science in Business, Accounting and Finance
Denison University 2011 — 2012
Economics and Mathematics
Joseph Goldfarb's Craig-Hallum Capital Group Experience June 2012 - September 2012
Job Business Development Manager Augeo Marketing
Industry Marketing and Advertising
Experience
Augeo Marketing February 2015 - Present
Augeo Marketing October 2014 - January 2015
ShelterCare January 2014 - August 2014
Associated Students of the University of Oregon February 2012 - August 2014
Youth Movement 2014 October 2013 - June 2014
Bloomberg LP December 2012 - June 2013
Sigma Chi Fraternity - Beta Iota January 2012 - December 2012
Craig-Hallum Capital Group June 2012 - September 2012
Ticket King Inc. April 2010 - September 2011
Skills
Google Docs, Account Reconciliation, Microsoft Excel, InDesign, Creative Writing, General Ledger, Cloud Computing, Public Speaking, PowerPoint, Outlook, Management, Fundraising, Research
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Arts (B.A.), Entrepreneurship and Marketing
Copenhagen Business School 2013 — 2013
Bachelor of Arts (B.A.), Economics
Augeo Marketing February 2015 - Present
Augeo Marketing October 2014 - January 2015
ShelterCare January 2014 - August 2014
Associated Students of the University of Oregon February 2012 - August 2014
Youth Movement 2014 October 2013 - June 2014
Bloomberg LP December 2012 - June 2013
Sigma Chi Fraternity - Beta Iota January 2012 - December 2012
Craig-Hallum Capital Group June 2012 - September 2012
Ticket King Inc. April 2010 - September 2011
Skills
Google Docs, Account Reconciliation, Microsoft Excel, InDesign, Creative Writing, General Ledger, Cloud Computing, Public Speaking, PowerPoint, Outlook, Management, Fundraising, Research
Education
University of Oregon - Charles H. Lundquist College of Business 2010 — 2014
Bachelor of Arts (B.A.), Entrepreneurship and Marketing
Copenhagen Business School 2013 — 2013
Bachelor of Arts (B.A.), Economics
John Mooty John Mooty's Craig-Hallum Capital Group Experience May 2010 - May 2011
Job Wilson & Willy's
Industry Retail
Experience
Wilson & Willy's June 2014 - Present
The Faribault Woolen Mill Co. May 2011 - January 2015
Craig Hallum Capital Group May 2010 - May 2011
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2006 — 2010
Marketing & Entrepreneurial Management, Business
Wilson & Willy's June 2014 - Present
The Faribault Woolen Mill Co. May 2011 - January 2015
Craig Hallum Capital Group May 2010 - May 2011
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2006 — 2010
Marketing & Entrepreneurial Management, Business
Taylor Topousis Taylor Topousis's Craig-Hallum Capital Group Experience October 2014 - November 2014
Job Student at Dartmouth College
Industry
Experience
Craig-Hallum Capital Group October 2014 - November 2014
UBS Wealth Management 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Critical Thinking, Leadership
Education
Dartmouth College 2012 — 2016
Government
Deerfield Academy 2011 — 2012
High School
Craig-Hallum Capital Group October 2014 - November 2014
UBS Wealth Management 2013 - 2013
Skills
Microsoft Excel, PowerPoint, Critical Thinking, Leadership
Education
Dartmouth College 2012 — 2016
Government
Deerfield Academy 2011 — 2012
High School
John Thompson, CFA John Thompson, CFA's Craig-Hallum Capital Group Experience August 2012 - September 2013
Job Senior Vice President, Institutional Equity Sales at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. September 2013 - Present
Craig-Hallum Capital Group August 2012 - September 2013
Needham & Company February 1995 - August 2012
Merrill Lynch 1991 - 1995
Goldman Sachs 1990 - 1990
US Navy Submarine Officer 1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine 1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate 1981 - 1983
Education
MIT Sloan School of Management 1989 — 1991
Master's in Management, Finance Concentration
United States Naval Academy 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
D.A. Davidson & Co. September 2013 - Present
Craig-Hallum Capital Group August 2012 - September 2013
Needham & Company February 1995 - August 2012
Merrill Lynch 1991 - 1995
Goldman Sachs 1990 - 1990
US Navy Submarine Officer 1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine 1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate 1981 - 1983
Education
MIT Sloan School of Management 1989 — 1991
Master's in Management, Finance Concentration
United States Naval Academy 1976 — 1980
Bachelor of Science (BS), Mechanical Engineering
Bill Saltonstall Bill Saltonstall's Craig-Hallum Capital Group Experience 2010 - Present
Job Institutional Sales at Craig Hallum
Industry Financial Services
Experience
Craig-Hallum Capital Group 2010 - Present
Bear Stearns 1997 - 2008
Soundview 1988 - 1998
Skills
Equities, Hedge Funds, Institutional Sales, Equity Research, Capital Markets, Investments, Series 7, Equity Trading, Bloomberg, Series 63, Mutual Funds, Alternative Investments, Fixed Income, Financial Modeling, Valuation, Equity Valuation, Strategy, Asset Management
Education
Ohio Wesleyan University
University of New Hampshire
Bachelor of Arts (BA)
Craig-Hallum Capital Group 2010 - Present
Bear Stearns 1997 - 2008
Soundview 1988 - 1998
Skills
Equities, Hedge Funds, Institutional Sales, Equity Research, Capital Markets, Investments, Series 7, Equity Trading, Bloomberg, Series 63, Mutual Funds, Alternative Investments, Fixed Income, Financial Modeling, Valuation, Equity Valuation, Strategy, Asset Management
Education
Ohio Wesleyan University
University of New Hampshire
Bachelor of Arts (BA)
Chad R Hegwood Chad R Hegwood's Craig-Hallum Capital Group Experience June 2010 - August 2010
Job Director, Solutions Design & Development
Industry Financial Services
Experience
Thrivent Financial June 2015 - Present
Thrivent Financial January 2014 - June 2015
Thrivent Financial July 2011 - December 2013
Best Buy November 2010 - June 2011
University of Minnesota Carlson Growth Fund March 2010 - May 2011
Carlson School of Management August 2009 - May 2011
Craig-Hallum Capital Group June 2010 - August 2010
HMC, INC. February 2008 - August 2009
Commercial Communications, Inc. January 2007 - June 2008
Commercial Communications, Inc. March 2006 - December 2006
Skills
Business Strategy, Strategic Planning, Management, Marketing Strategy, Financial Modeling, Business Analysis, Team Management, Consulting, Digital Marketing, Strategy, Due Diligence, Mergers & Acquisitions, Valuation, Financial Analysis, Start-ups, Information Technology, Technological Innovation, Technology Management, Market Research, Strategic Partnerships, Analysis, Financial Services, Venture Capital, Corporate Venturing, Design Leadership, Corporate Venture..., Mobile Technology, Market Analysis, IT Strategy, IT Management, Software Design, Asset Management, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance & Strategy
Thrivent Financial June 2015 - Present
Thrivent Financial January 2014 - June 2015
Thrivent Financial July 2011 - December 2013
Best Buy November 2010 - June 2011
University of Minnesota Carlson Growth Fund March 2010 - May 2011
Carlson School of Management August 2009 - May 2011
Craig-Hallum Capital Group June 2010 - August 2010
HMC, INC. February 2008 - August 2009
Commercial Communications, Inc. January 2007 - June 2008
Commercial Communications, Inc. March 2006 - December 2006
Skills
Business Strategy, Strategic Planning, Management, Marketing Strategy, Financial Modeling, Business Analysis, Team Management, Consulting, Digital Marketing, Strategy, Due Diligence, Mergers & Acquisitions, Valuation, Financial Analysis, Start-ups, Information Technology, Technological Innovation, Technology Management, Market Research, Strategic Partnerships, Analysis, Financial Services, Venture Capital, Corporate Venturing, Design Leadership, Corporate Venture..., Mobile Technology, Market Analysis, IT Strategy, IT Management, Software Design, Asset Management, Private Equity
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Economics
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance & Strategy
Tyler Burmeister Tyler Burmeister's Craig-Hallum Capital Group Experience December 2014 - Present
Job Equity Research Analyst at CraigHallum Capital Group
Industry
Experience
Craig-Hallum Capital Group December 2014 - Present
North Loop Capital Management LLC June 2013 - November 2014
Skills
Financial Analysis, Equity Research, Microsoft Excel, Asset Management, Financial Modeling
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (BS), Finance
Craig-Hallum Capital Group December 2014 - Present
North Loop Capital Management LLC June 2013 - November 2014
Skills
Financial Analysis, Equity Research, Microsoft Excel, Asset Management, Financial Modeling
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (BS), Finance
Matthew Henneman's Craig-Hallum Capital Group Experience May 2013 - June 2013
Job Volunteer Manager at St. Paul Urban Tennis
Industry Nonprofit Organization Management
Experience
St. Paul Urban Tennis June 2011 - Present
Habitat for Humanity International July 2013 - August 2013
Craig-Hallum Capital Group May 2013 - June 2013
Skills
Team Leadership, Teamwork, Quantitative Analytics, Volunteering, Experience Working with...
Education
Indiana University Bloomington 2013 — 2017
Bachelor's degree, Finance, General, Freshman
St. Paul Urban Tennis June 2011 - Present
Habitat for Humanity International July 2013 - August 2013
Craig-Hallum Capital Group May 2013 - June 2013
Skills
Team Leadership, Teamwork, Quantitative Analytics, Volunteering, Experience Working with...
Education
Indiana University Bloomington 2013 — 2017
Bachelor's degree, Finance, General, Freshman
Will Mooty's Craig-Hallum Capital Group Experience June 2013 - July 2013
Job Associate at The TEGRA Group
Industry Commercial Real Estate
Experience
The TEGRA Group July 2014 - Present
MARS Advertising January 2013 - August 2013
Craig-Hallum Capital Group June 2013 - July 2013
Sigma Alpha Epsilon Fraternity May 2012 - December 2012
International Dairy Queen June 2012 - August 2012
Skills
Recruiting, Budgets, Customer Service, Analysis, Social Media, Competitive Analysis, Mergers & Acquisitions, Organizational...
Education
UNIVERSITY OF MINNESOTA 2010 — 2014
University of Minnesota-Twin Cities 2010 — 2014
Marketing and Finance
Curtis L. Carlson School of Management
Finance, Marketing
The TEGRA Group July 2014 - Present
MARS Advertising January 2013 - August 2013
Craig-Hallum Capital Group June 2013 - July 2013
Sigma Alpha Epsilon Fraternity May 2012 - December 2012
International Dairy Queen June 2012 - August 2012
Skills
Recruiting, Budgets, Customer Service, Analysis, Social Media, Competitive Analysis, Mergers & Acquisitions, Organizational...
Education
UNIVERSITY OF MINNESOTA 2010 — 2014
University of Minnesota-Twin Cities 2010 — 2014
Marketing and Finance
Curtis L. Carlson School of Management
Finance, Marketing
Colleen Ritchie's Craig-Hallum Capital Group Experience June 2011 - February 2013
Job Contract Negotiator at U.S. Bank
Industry Law Practice
Experience
U.S. Bank October 2014 - Present
Tubman January 2014 - May 2014
Best Buy August 2013 - December 2013
Briol & Associates, PLLC May 2013 - August 2013
Craig-Hallum Capital Group June 2011 - February 2013
Greater Twin Cities United Way January 2011 - May 2011
Skills
PowerPoint, Valuation, Marketing, Research, Marketing Communications, Microsoft Office, Fundraising, Financial Modeling, Microsoft Excel, Legal Writing, Event Planning, Social Media Marketing, Equity Research, Social Media
Education
University of Saint Thomas School of Law 2011 — 2014
Juris Doctor (J.D.)
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor’s Degree
U.S. Bank October 2014 - Present
Tubman January 2014 - May 2014
Best Buy August 2013 - December 2013
Briol & Associates, PLLC May 2013 - August 2013
Craig-Hallum Capital Group June 2011 - February 2013
Greater Twin Cities United Way January 2011 - May 2011
Skills
PowerPoint, Valuation, Marketing, Research, Marketing Communications, Microsoft Office, Fundraising, Financial Modeling, Microsoft Excel, Legal Writing, Event Planning, Social Media Marketing, Equity Research, Social Media
Education
University of Saint Thomas School of Law 2011 — 2014
Juris Doctor (J.D.)
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor’s Degree
Kevin Janicki Kevin Janicki's Craig-Hallum Capital Group Experience October 2014 - Present
Job Mergers & Acquisitions at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group October 2014 - Present
Lazard Middle Market January 2001 - May 2014
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
MPP
University of Notre Dame 1992 — 1996
BA, Economics and Government
Lewis Mills
Craig-Hallum Capital Group October 2014 - Present
Lazard Middle Market January 2001 - May 2014
Education
Harvard University, John F. Kennedy School of Government 1996 — 1998
MPP
University of Notre Dame 1992 — 1996
BA, Economics and Government
Lewis Mills
Bryan Maher Bryan Maher's Craig-Hallum Capital Group Experience October 2012 - February 2015
Job Managing Director, FBR & Co.
Industry Capital Markets
Experience
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
FBR & Co. August 2015 - Present
Township of West Windsor January 2012 - Present
Craig-Hallum Capital Group October 2012 - February 2015
Citadel Securities June 2010 - September 2011
Collins Stewart June 2009 - April 2010
RBC Capital Markets June 2006 - June 2008
Calyon / Credit Lyonnais Securities 1999 - 2005
BT Alex. Brown March 1996 - July 1999
Dean Witter Reynolds January 1992 - March 1996
The Trump Organization January 1990 - October 1991
Skills
Equity Research, Investment Banking, Valuation, Financial Modeling, Portfolio Management, Operations Management, Stocks, Equity Capital Markets, Hedge Funds, Long/Short Equity, Stock Picking, US Equities, Equities, Due Diligence
Education
Georgia State University 1992 — 1994
MBA, Strategic Management & Entrepreneurship
Clemson University 1986 — 1989
BS, Finance
Villanova University 1984 — 1986
Finance
Jason Hahn Jason Hahn's Craig-Hallum Capital Group Experience December 2008 - February 2010
Job Genesis Capital Ventures VP, Founder Headwaters Equity Group, LLC
Industry Capital Markets
Experience
Genesis Capital Ventures January 2015 - Present
Headwaters Equity Group, LLC April 2012 - Present
Agency Trading Group, Inc. January 2010 - January 2012
Craig-Hallum Capital Group December 2008 - February 2010
Think Equity Partners LLC October 2006 - December 2008
Fulcrum Global Partners 2003 - 2006
Piper Jaffray 1998 - 2003
Zeiss Meditec 1995 - 1998
Skills
Financial Modeling, Equity Research, Competitive Analysis, Hedge Funds, Equities, Valuation, Mutual Funds, Series 7, Securities, Asset Management, Management
Education
University of St. Thomas 1988 — 1992
Carleton College 1987 — 1988
Genesis Capital Ventures January 2015 - Present
Headwaters Equity Group, LLC April 2012 - Present
Agency Trading Group, Inc. January 2010 - January 2012
Craig-Hallum Capital Group December 2008 - February 2010
Think Equity Partners LLC October 2006 - December 2008
Fulcrum Global Partners 2003 - 2006
Piper Jaffray 1998 - 2003
Zeiss Meditec 1995 - 1998
Skills
Financial Modeling, Equity Research, Competitive Analysis, Hedge Funds, Equities, Valuation, Mutual Funds, Series 7, Securities, Asset Management, Management
Education
University of St. Thomas 1988 — 1992
Carleton College 1987 — 1988
Jake Gumbrill's Craig-Hallum Capital Group Experience January 2010 - June 2010
Job Healthcare IT Sales Executive at GE Healthcare
Industry Hospital & Health Care
Experience
GE Healthcare August 2012 - Present
GE Healthcare August 2011 - Present
Craig-Hallum Capital Group January 2010 - June 2010
VAST Enterprises, LLC January 2010 - June 2010
Skills
Capital Equipment, Medical Imaging, Medical Devices, Market Analysis, Healthcare, Capital Equipment Sales, Competitive Analysis, Marketing Strategy, Project Management, Sales, Marketing, Business Development, Financial Analysis, Entrepreneurship, Radiology
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Entrepreneurial Management and Finance
GE Healthcare August 2012 - Present
GE Healthcare August 2011 - Present
Craig-Hallum Capital Group January 2010 - June 2010
VAST Enterprises, LLC January 2010 - June 2010
Skills
Capital Equipment, Medical Imaging, Medical Devices, Market Analysis, Healthcare, Capital Equipment Sales, Competitive Analysis, Marketing Strategy, Project Management, Sales, Marketing, Business Development, Financial Analysis, Entrepreneurship, Radiology
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Entrepreneurial Management and Finance
Jason Kreyer Jason Kreyer's Craig-Hallum Capital Group Experience July 2015 - Present
Job Senior Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group July 2015 - Present
Craig-Hallum Capital Group September 2010 - Present
The Hartford March 2010 - September 2010
The Hartford June 2006 - September 2010
Education
University of St. Thomas - Opus College of Business 2008 — 2011
MBA, Finance
The University of North Dakota 2002 — 2006
BBA, Finance
Craig-Hallum Capital Group July 2015 - Present
Craig-Hallum Capital Group September 2010 - Present
The Hartford March 2010 - September 2010
The Hartford June 2006 - September 2010
Education
University of St. Thomas - Opus College of Business 2008 — 2011
MBA, Finance
The University of North Dakota 2002 — 2006
BBA, Finance
Jared Rance Jared Rance's Craig-Hallum Capital Group Experience May 2014 - Present
Job Vice President, Mergers and Acquisitions at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group May 2014 - Present
Lazard March 2013 - May 2014
Lazard Middle Market May 2010 - March 2013
University of Michigan September 2008 - May 2010
Lazard Middle Market May 2009 - August 2009
Ford Motor Company January 2007 - May 2009
Skills
Mergers, Mergers, Investment Banking, Investments, Financial Modeling, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
MBA, Finance and Accounting
Coe College 2000 — 2004
BA, Economics and Business Administration
Craig-Hallum Capital Group May 2014 - Present
Lazard March 2013 - May 2014
Lazard Middle Market May 2010 - March 2013
University of Michigan September 2008 - May 2010
Lazard Middle Market May 2009 - August 2009
Ford Motor Company January 2007 - May 2009
Skills
Mergers, Mergers, Investment Banking, Investments, Financial Modeling, Finance, Due Diligence
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2010
MBA, Finance and Accounting
Coe College 2000 — 2004
BA, Economics and Business Administration
Marcus Ly, MBA MSc's Craig-Hallum Capital Group Experience January 2013 - July 2013
Job Senior CRM Consultant at PowerObjects
Industry Information Technology and Services
Experience
PowerObjects March 2014 - Present
OptumInsight December 2013 - March 2014
Craig-Hallum Capital Group January 2013 - July 2013
University of Wisconsin Foundation September 2011 - May 2012
Madison Asset Management/Madison Investment Advisors June 2011 - August 2011
Usable Technologies, Inc. April 2007 - May 2010
Best Buy 2007 - 2008
Usable Technologies, Inc. December 2005 - March 2007
Wells Fargo Home Mortgage 2006 - 2006
InfoMedics March 2001 - January 2003
Skills
Financial Modeling, Equity Research, Data Analysis, Bloomberg, Software Project..., Visio, Management, Six Sigma, Java, C++, Performance Management, Financial Analysis, Factset, Microsoft Excel, Writing, Investment Management, Software, Software Quality..., Operations Research, MS Project, PowerPoint, MBA, SNL Financial, WONDA, Communicating, Full SDLC, Oracle, PeopleSoft, SAP, FileNet, MS SQL Server, MySQL, Kofax, ViewStar, Vignette, XPlanner, EDI, XML, Capital Budgeting, Project Planning, Business Strategy, Risk Management, French, Spanish, Vietnamese, Project Management, CRM, Microsoft CRM, Yammer, Lync
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Finance-Applied Security Analysis
CFA Institute 2011 — 2011
CFA, Chartered Financial Analyst Program
Virginia Polytechnic Institute and State University 2003 — 2005
MS, Systems and Industrial Engineering
Carleton College 1995 — 1999
BA, Psychology
PowerObjects March 2014 - Present
OptumInsight December 2013 - March 2014
Craig-Hallum Capital Group January 2013 - July 2013
University of Wisconsin Foundation September 2011 - May 2012
Madison Asset Management/Madison Investment Advisors June 2011 - August 2011
Usable Technologies, Inc. April 2007 - May 2010
Best Buy 2007 - 2008
Usable Technologies, Inc. December 2005 - March 2007
Wells Fargo Home Mortgage 2006 - 2006
InfoMedics March 2001 - January 2003
Skills
Financial Modeling, Equity Research, Data Analysis, Bloomberg, Software Project..., Visio, Management, Six Sigma, Java, C++, Performance Management, Financial Analysis, Factset, Microsoft Excel, Writing, Investment Management, Software, Software Quality..., Operations Research, MS Project, PowerPoint, MBA, SNL Financial, WONDA, Communicating, Full SDLC, Oracle, PeopleSoft, SAP, FileNet, MS SQL Server, MySQL, Kofax, ViewStar, Vignette, XPlanner, EDI, XML, Capital Budgeting, Project Planning, Business Strategy, Risk Management, French, Spanish, Vietnamese, Project Management, CRM, Microsoft CRM, Yammer, Lync
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Finance-Applied Security Analysis
CFA Institute 2011 — 2011
CFA, Chartered Financial Analyst Program
Virginia Polytechnic Institute and State University 2003 — 2005
MS, Systems and Industrial Engineering
Carleton College 1995 — 1999
BA, Psychology
Christina Miller Christina Miller's Craig-Hallum Capital Group Experience 2005 - 2007
Job Principal at Norwest Equity Partners
Industry Venture Capital & Private Equity
Experience
Greater Minneapolis Crisis Nursery July 2015 - Present
Norwest Equity Partners August 2009 - Present
Craig-Hallum Capital Group 2005 - 2007
LaSalle Bank 2003 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Investments, Mergers & Acquisitions, Corporate Finance, Valuation, LBO, Equities, Investment Banking
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, Marketing
Greater Minneapolis Crisis Nursery July 2015 - Present
Norwest Equity Partners August 2009 - Present
Craig-Hallum Capital Group 2005 - 2007
LaSalle Bank 2003 - 2005
Skills
Venture Capital, Private Equity, Financial Modeling, Investments, Mergers & Acquisitions, Corporate Finance, Valuation, LBO, Equities, Investment Banking
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, Marketing
Ryan Quinlivan's Craig-Hallum Capital Group Experience May 2015 - Present
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group May 2015 - Present
Shenehon Company June 2014 - May 2015
Mayo Clinic October 2014 - February 2015
Vector Marketing July 2012 - June 2014
Vector Marketing August 2011 - July 2012
Vector Marketing May 2011 - July 2012
Vector Marketing January 2011 - May 2011
Vector Marketing July 2009 - January 2011
Skills
Direct Sales, Sales Management, Public Speaking, Personnel Recruiting, Training & Development, Referral Network, Warm Calling, Leadership, Recruiting, Advertising, Cold Calling, Sales Process, Employee Training, Lead Generation, Sales, Personnel Selection, Team Leadership, Strategic Planning, Building Relationships, Team Building, Marketing, Coaching, Entrepreneurship, Leadership Development, Sales Presentations, Forecasting, Direct Marketing, Budgets, Interviews, Selling, Social Networking, Hiring, Sales Operations
Education
University of St. Thomas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Cass Business School 2012 — 2013
Finance
University of St. Thomas 2011 — 2012
Finance, sophomore year of undergrad.
Boston University 2010 — 2011
Mechanical Engineering, freshman year of undergrad.
Benilde-St. Margaret's 2006 — 2010
Craig-Hallum Capital Group May 2015 - Present
Shenehon Company June 2014 - May 2015
Mayo Clinic October 2014 - February 2015
Vector Marketing July 2012 - June 2014
Vector Marketing August 2011 - July 2012
Vector Marketing May 2011 - July 2012
Vector Marketing January 2011 - May 2011
Vector Marketing July 2009 - January 2011
Skills
Direct Sales, Sales Management, Public Speaking, Personnel Recruiting, Training & Development, Referral Network, Warm Calling, Leadership, Recruiting, Advertising, Cold Calling, Sales Process, Employee Training, Lead Generation, Sales, Personnel Selection, Team Leadership, Strategic Planning, Building Relationships, Team Building, Marketing, Coaching, Entrepreneurship, Leadership Development, Sales Presentations, Forecasting, Direct Marketing, Budgets, Interviews, Selling, Social Networking, Hiring, Sales Operations
Education
University of St. Thomas 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Cass Business School 2012 — 2013
Finance
University of St. Thomas 2011 — 2012
Finance, sophomore year of undergrad.
Boston University 2010 — 2011
Mechanical Engineering, freshman year of undergrad.
Benilde-St. Margaret's 2006 — 2010
Douglas Mark's Craig-Hallum Capital Group Experience June 2014 - September 2014
Job Buenos Aires, Argentina
Industry Investment Banking
Experience
MBA Lazard July 2015 - Present
Ciber January 2015 - March 2015
Mike McFadden United States Senate Campaign June 2014 - November 2014
Craig-Hallum Capital Group June 2014 - September 2014
Skills
Management, Project Management
Education
University of Denver 2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Saint Thomas Academy 2006 — 2011
High School
MBA Lazard July 2015 - Present
Ciber January 2015 - March 2015
Mike McFadden United States Senate Campaign June 2014 - November 2014
Craig-Hallum Capital Group June 2014 - September 2014
Skills
Management, Project Management
Education
University of Denver 2011 — 2015
Bachelor's Degree, Accounting and Finance, Senior
Saint Thomas Academy 2006 — 2011
High School
John C Skoglund John C Skoglund's Craig-Hallum Capital Group Experience March 1986 - March 1988
Job Senior Loan Officer at PHH Home Loans NMLS# 40272
Industry Financial Services
Experience
PHH Home Loans October 1994 - Present
Redeemer Lutheran School January 2010 - May 2012
Merrill Lynch Mortgage November 1988 - February 1990
Craig-Hallum Capital Group March 1986 - March 1988
Skills
Mortgage, Loans, New Home Sales, VA, Mortgage Lending, FHA, Refinance, Mortgage Banking, Purchase, Conventional, Sellers, Investment Properties, Underwriting, FHA financing, First Time Home Buyers, Finance, Real Estate, Loan Origination, Residential Mortgages, FHA Financing, VA Loans
Education
Trinity University 1979 — 1982
BA, Business Finance
PHH Home Loans October 1994 - Present
Redeemer Lutheran School January 2010 - May 2012
Merrill Lynch Mortgage November 1988 - February 1990
Craig-Hallum Capital Group March 1986 - March 1988
Skills
Mortgage, Loans, New Home Sales, VA, Mortgage Lending, FHA, Refinance, Mortgage Banking, Purchase, Conventional, Sellers, Investment Properties, Underwriting, FHA financing, First Time Home Buyers, Finance, Real Estate, Loan Origination, Residential Mortgages, FHA Financing, VA Loans
Education
Trinity University 1979 — 1982
BA, Business Finance
Alex Christensen's Craig-Hallum Capital Group Experience October 2014 - Present
Job Research Analyst @ CraigHallum & Editor @ Global Risk Insights
Industry Financial Services
Experience
Global Risk Insights August 2015 - Present
Craig-Hallum Capital Group October 2014 - Present
Global Risk Insights November 2013 - August 2015
MacroDigest June 2014 - October 2014
State of Minnesota October 2012 - August 2013
Minnesota 2020 September 2012 - August 2013
Target August 2011 - July 2012
Center for New Institutional Social Sciences August 2010 - August 2011
Americans for Energy Leadership November 2010 - April 2011
Washington University Performing Arts Department September 2007 - April 2011
Skills
Data Analysis, Microsoft Office, Stata, Analysis, Policy, Leadership, Strategy, Blogging
Education
London School of Economics and Political Science 2013 — 2014
Master's Degree, Economics
Washington University in St. Louis 2007 — 2011
Bachelor of Arts, Economics and Political Science
Global Risk Insights August 2015 - Present
Craig-Hallum Capital Group October 2014 - Present
Global Risk Insights November 2013 - August 2015
MacroDigest June 2014 - October 2014
State of Minnesota October 2012 - August 2013
Minnesota 2020 September 2012 - August 2013
Target August 2011 - July 2012
Center for New Institutional Social Sciences August 2010 - August 2011
Americans for Energy Leadership November 2010 - April 2011
Washington University Performing Arts Department September 2007 - April 2011
Skills
Data Analysis, Microsoft Office, Stata, Analysis, Policy, Leadership, Strategy, Blogging
Education
London School of Economics and Political Science 2013 — 2014
Master's Degree, Economics
Washington University in St. Louis 2007 — 2011
Bachelor of Arts, Economics and Political Science
Jacob Blankenship's Craig-Hallum Capital Group Experience April 2014 - June 2014
Job Aspiring Finance and Accounting Major at IU Kelley School of Business
Industry
Experience
Edina Couriers, LLC June 2014 - August 2014
Craig-Hallum Capital Group April 2014 - June 2014
Skills
Golf, Piano Playing, Guitar Playing, Economics, Financial Accounting, Financial Analysis, Microsoft Excel, Spanish
Education
Indiana University - Kelley School of Business 2014 — 2018
Finance and Professional Sales
Edina High School 2011 — 2014
Edina Couriers, LLC June 2014 - August 2014
Craig-Hallum Capital Group April 2014 - June 2014
Skills
Golf, Piano Playing, Guitar Playing, Economics, Financial Accounting, Financial Analysis, Microsoft Excel, Spanish
Education
Indiana University - Kelley School of Business 2014 — 2018
Finance and Professional Sales
Edina High School 2011 — 2014
Andy Small's Craig-Hallum Capital Group Experience May 2015 - Present
Job Financial Services Legal & Compliance Executive
Industry Financial Services
Experience
Craig-Hallum Capital Group May 2015 - Present
Scottrade August 2003 - November 2014
A.G. Edwards April 1998 - August 2003
FINRA (formerly NASD Regulation) August 1996 - April 1998
CBOE January 1993 - April 1995
US Navy JAGC 1989 - 1994
Skills
Risk Management, Compliance, Securities, FINRA, Investments, Financial Risk, Mutual Funds, Securities Regulation, Financial Services, AML, Equities, Series 63, Trading, Capital Markets, Alternative Investments, Series 7, Due Diligence, Derivatives, Fixed Income, Asset Management, Private Equity, USA PATRIOT Act, Options, Financial Markets, Broker-Dealer, Series 24, Banking, Corporate Governance, Corporate Law, Hedge Funds, SEC, OFAC, Anti Money Laundering
Education
DePaul University College of Law 1985 — 1988
JD
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.)
St Ignatius 1977 — 1981
Craig-Hallum Capital Group May 2015 - Present
Scottrade August 2003 - November 2014
A.G. Edwards April 1998 - August 2003
FINRA (formerly NASD Regulation) August 1996 - April 1998
CBOE January 1993 - April 1995
US Navy JAGC 1989 - 1994
Skills
Risk Management, Compliance, Securities, FINRA, Investments, Financial Risk, Mutual Funds, Securities Regulation, Financial Services, AML, Equities, Series 63, Trading, Capital Markets, Alternative Investments, Series 7, Due Diligence, Derivatives, Fixed Income, Asset Management, Private Equity, USA PATRIOT Act, Options, Financial Markets, Broker-Dealer, Series 24, Banking, Corporate Governance, Corporate Law, Hedge Funds, SEC, OFAC, Anti Money Laundering
Education
DePaul University College of Law 1985 — 1988
JD
Michigan State University 1981 — 1985
Bachelor of Arts (B.A.)
St Ignatius 1977 — 1981
Charlie Eidson, CPA Charlie Eidson, CPA's Craig-Hallum Capital Group Experience June 2015 - Present
Job VP of Finance at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group June 2015 - Present
KPMG US July 2014 - June 2015
KPMG US August 2012 - June 2014
KPMG June 2011 - August 2011
Skills
Auditing, Management, Microsoft Excel, US GAAP, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Financial Analysis, CPA, Tax, Financial Statements, SEC Filings
Education
Indiana University - Kelley School of Business 2008 — 2012
B.S., Accounting, Finance
University of Oxford 2010 — 2010
Summer, Cross Cultural Management
Edina High School 2005 — 2008
H.S.
Craig-Hallum Capital Group June 2015 - Present
KPMG US July 2014 - June 2015
KPMG US August 2012 - June 2014
KPMG June 2011 - August 2011
Skills
Auditing, Management, Microsoft Excel, US GAAP, Financial Reporting, Accounting, GAAP, Internal Controls, Financial Accounting, SEC filings, Sarbanes-Oxley Act, Financial Analysis, CPA, Tax, Financial Statements, SEC Filings
Education
Indiana University - Kelley School of Business 2008 — 2012
B.S., Accounting, Finance
University of Oxford 2010 — 2010
Summer, Cross Cultural Management
Edina High School 2005 — 2008
H.S.
Dan Mayberry, CPA Dan Mayberry, CPA's Craig-Hallum Capital Group Experience September 2008 - December 2008
Job Global Product Manager at Boston Scientific
Industry Medical Devices
Experience
Boston Scientific April 2015 - Present
Boston Scientific February 2014 - April 2015
Boston Scientific April 2013 - February 2014
Boston Scientific August 2011 - March 2013
Boston Scientific August 2010 - July 2011
Boston Scientific July 2009 - July 2010
Craig-Hallum Capital Group September 2008 - December 2008
Lockheed Martin Space Systems Company May 2007 - August 2008
Federal Reserve Bank of Minneapolis May 2005 - August 2005
Skills
Financial Reporting, Financial Modeling, Mergers & Acquisitions, Forecasting, Competitive Analysis, Financial Analysis, Finance, Analysis, Start-ups, Business Strategy, Project Planning
Education
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Accounting and Finance
University of Minnesota-Twin Cities
Boston Scientific April 2015 - Present
Boston Scientific February 2014 - April 2015
Boston Scientific April 2013 - February 2014
Boston Scientific August 2011 - March 2013
Boston Scientific August 2010 - July 2011
Boston Scientific July 2009 - July 2010
Craig-Hallum Capital Group September 2008 - December 2008
Lockheed Martin Space Systems Company May 2007 - August 2008
Federal Reserve Bank of Minneapolis May 2005 - August 2005
Skills
Financial Reporting, Financial Modeling, Mergers & Acquisitions, Forecasting, Competitive Analysis, Financial Analysis, Finance, Analysis, Start-ups, Business Strategy, Project Planning
Education
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Accounting and Finance
University of Minnesota-Twin Cities
Seth Jaydan, MBA Seth Jaydan, MBA's Craig-Hallum Capital Group Experience December 2006 - April 2008
Job Experienced Criminal Justice & Finance Professional
Industry Law Enforcement
Experience
Ramsey County October 2014 - Present
Ramsey County July 2014 - October 2014
Ramsey County August 2013 - July 2014
Lurie Besikof Lapidus & Company, LLP December 2008 - April 2011
Craig-Hallum Capital Group December 2006 - April 2008
Avondale Partners March 2006 - October 2006
PLATO Learning March 2005 - March 2006
Dorsey & Whitney LLP September 2000 - March 2005
Skills
Criminal Justice, Community Corrections, Behavior Modification, Probation, Defensive Tactics, Verbal De-escalation, Race Relations, Cultural Diversity, DBT, CBT, Financial Analysis, Control Room, Medication..., Community Service, Non-profit Volunteer, Nonprofits, Leadership, Public Speaking, Financial Modeling, Analysis, Accounting, Due Diligence, Valuation, Investments, Payroll, Equity Research, Account Reconciliation, Forecasting, Portfolio Management, Customer Service, Management, Equity Valuation, Billing Process, Finance, Sarbanes-Oxley Act, Equity Capital Markets, Benefits Administration, EDGAR filings, Research, Training
Education
University of St. Thomas - Opus College of Business 2003 — 2007
MBA, Finance
Arizona State University 1997 — 2000
BS, Justice Studies
Ramsey County October 2014 - Present
Ramsey County July 2014 - October 2014
Ramsey County August 2013 - July 2014
Lurie Besikof Lapidus & Company, LLP December 2008 - April 2011
Craig-Hallum Capital Group December 2006 - April 2008
Avondale Partners March 2006 - October 2006
PLATO Learning March 2005 - March 2006
Dorsey & Whitney LLP September 2000 - March 2005
Skills
Criminal Justice, Community Corrections, Behavior Modification, Probation, Defensive Tactics, Verbal De-escalation, Race Relations, Cultural Diversity, DBT, CBT, Financial Analysis, Control Room, Medication..., Community Service, Non-profit Volunteer, Nonprofits, Leadership, Public Speaking, Financial Modeling, Analysis, Accounting, Due Diligence, Valuation, Investments, Payroll, Equity Research, Account Reconciliation, Forecasting, Portfolio Management, Customer Service, Management, Equity Valuation, Billing Process, Finance, Sarbanes-Oxley Act, Equity Capital Markets, Benefits Administration, EDGAR filings, Research, Training
Education
University of St. Thomas - Opus College of Business 2003 — 2007
MBA, Finance
Arizona State University 1997 — 2000
BS, Justice Studies
Evan Bartholomew's Craig-Hallum Capital Group Experience July 2013 - Present
Job Marketing Corporate Access
Industry Events Services
Experience
Craig-Hallum Capital Group July 2013 - Present
Base Hockey October 2012 - January 2014
Oak Marsh Golf Course May 2006 - October 2013
Marcus Theatres December 2011 - May 2012
Valley Cartage and Warehousing May 2010 - August 2010
Skills
Promotions, Creative Writing, Social Media, Social Media Marketing, Editing, Bartending, Ice Hockey, Golf, Food Service, Athletics, Event Planning, Facebook, Microsoft Office, Hockey, Customer Service
Education
Century College 2012 — 2012
Sports Studies
University of Northern Iowa 2008 — 2012
Bachelor's degree, English Language and Literature, General & Creative Writing
Craig-Hallum Capital Group July 2013 - Present
Base Hockey October 2012 - January 2014
Oak Marsh Golf Course May 2006 - October 2013
Marcus Theatres December 2011 - May 2012
Valley Cartage and Warehousing May 2010 - August 2010
Skills
Promotions, Creative Writing, Social Media, Social Media Marketing, Editing, Bartending, Ice Hockey, Golf, Food Service, Athletics, Event Planning, Facebook, Microsoft Office, Hockey, Customer Service
Education
Century College 2012 — 2012
Sports Studies
University of Northern Iowa 2008 — 2012
Bachelor's degree, English Language and Literature, General & Creative Writing
William Benjamin IV's Craig-Hallum Capital Group Experience September 2012 - September 2013
Job Private Wealth Management and Lending at First Republic Bank
Industry Financial Services
Experience
First Republic Bank March 2015 - Present
Fidelity Investments October 2014 - March 2015
Community Foundation for Palm Beach and Martin Counties March 2014 - June 2014
Lake Street Capital Markets, LLC September 2013 - March 2014
Craig-Hallum Capital Group September 2012 - September 2013
Janney Montgomery Scott June 2010 - September 2012
FortiusOne September 2008 - February 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Education
Northeastern University 2004 — 2008
BA, English Literature and Political Science
First Republic Bank March 2015 - Present
Fidelity Investments October 2014 - March 2015
Community Foundation for Palm Beach and Martin Counties March 2014 - June 2014
Lake Street Capital Markets, LLC September 2013 - March 2014
Craig-Hallum Capital Group September 2012 - September 2013
Janney Montgomery Scott June 2010 - September 2012
FortiusOne September 2008 - February 2010
Orrick, Herrington & Sutcliffe LLP June 2007 - August 2007
Education
Northeastern University 2004 — 2008
BA, English Literature and Political Science
E. Allen Mazorol, IV E. Allen Mazorol, IV's Craig-Hallum Capital Group Experience June 2015 - Present
Job Investment Banking Analyst at CraigHallum Capital Group
Industry Banking
Experience
Craig-Hallum Capital Group June 2015 - Present
U.S. Bank June 2014 - June 2015
Pentair July 2013 - June 2014
John Ryan Performance August 2012 - April 2013
Bulldog Fund, LLC (University of Minnesota Duluth) April 2011 - May 2012
Wells Fargo May 2011 - September 2011
Education
University of Minnesota-Duluth
BBA
Craig-Hallum Capital Group June 2015 - Present
U.S. Bank June 2014 - June 2015
Pentair July 2013 - June 2014
John Ryan Performance August 2012 - April 2013
Bulldog Fund, LLC (University of Minnesota Duluth) April 2011 - May 2012
Wells Fargo May 2011 - September 2011
Education
University of Minnesota-Duluth
BBA
Mike Malouf CFA Mike Malouf CFA's Craig-Hallum Capital Group Experience September 2009 - Present
Job Small Cap Equity Analyst
Industry Financial Services
Experience
Craig-Hallum Capital Group September 2009 - Present
Copper Rock Capital January 2005 - December 2008
Neuberger Berman 1998 - 2002
RCM Capital 1991 - 1998
Liquidity Fund 1990 - 1991
Skills
Investment Management, Money Management, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Securities, Equities, Strategy, Mutual Funds, Equity Research, Investments, IPO, Portfolio Management, Equity Valuation, Bloomberg, Capital Markets, Alternative Investments, Investment Banking
Education
Arizona State University 1986 — 1990
BS, Finance
Craig-Hallum Capital Group September 2009 - Present
Copper Rock Capital January 2005 - December 2008
Neuberger Berman 1998 - 2002
RCM Capital 1991 - 1998
Liquidity Fund 1990 - 1991
Skills
Investment Management, Money Management, Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Valuation, Securities, Equities, Strategy, Mutual Funds, Equity Research, Investments, IPO, Portfolio Management, Equity Valuation, Bloomberg, Capital Markets, Alternative Investments, Investment Banking
Education
Arizona State University 1986 — 1990
BS, Finance
Daniel Kapke Daniel Kapke's Craig-Hallum Capital Group Experience March 2012 - Present
Job Partner at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group March 2012 - Present
Craig-Hallum Capital Group September 2007 - Present
Velocity Sports Performance 2005 - 2007
Skills
Equity Research, Valuation, Equities, Capital Markets, Hedge Funds
Education
University of Wisconsin-Madison
William Mitchell College of Law
Craig-Hallum Capital Group March 2012 - Present
Craig-Hallum Capital Group September 2007 - Present
Velocity Sports Performance 2005 - 2007
Skills
Equity Research, Valuation, Equities, Capital Markets, Hedge Funds
Education
University of Wisconsin-Madison
William Mitchell College of Law
Nestor Jaramillo, Jr. Nestor Jaramillo, Jr.'s Craig-Hallum Capital Group Experience May 2014 - Present
Job Managing Director CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group May 2014 - Present
Cherry Tree & Associates January 2010 - May 2014
Transoma Medical September 2006 - November 2009
Medtronic (NYSE: MDT) 1982 - 2006
Education
University of St Thomas
MBA, Marketing
The University of North Dakota 1975 — 1979
BS, Electrical Engineering
Craig-Hallum Capital Group May 2014 - Present
Cherry Tree & Associates January 2010 - May 2014
Transoma Medical September 2006 - November 2009
Medtronic (NYSE: MDT) 1982 - 2006
Education
University of St Thomas
MBA, Marketing
The University of North Dakota 1975 — 1979
BS, Electrical Engineering
Aaron Spychalla, CFA Aaron Spychalla, CFA's Craig-Hallum Capital Group Experience April 2011 - Present
Job Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group April 2011 - Present
Jeffrey Slocum & Associates January 2007 - April 2011
Thomson Reuters 2006 - 2006
Piper Jaffray 2005 - 2006
Skills
Equity Research, Wealth Management, Financial Modeling, Equities, Valuation, Series 63, Investments, Asset Management, Hedge Funds
Education
Augsburg College 2002 — 2005
Bachelor, Finance and Accounting
Craig-Hallum Capital Group April 2011 - Present
Jeffrey Slocum & Associates January 2007 - April 2011
Thomson Reuters 2006 - 2006
Piper Jaffray 2005 - 2006
Skills
Equity Research, Wealth Management, Financial Modeling, Equities, Valuation, Series 63, Investments, Asset Management, Hedge Funds
Education
Augsburg College 2002 — 2005
Bachelor, Finance and Accounting
Philip Tips Jackley's Craig-Hallum Capital Group Experience January 2014 - August 2015
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group January 2014 - August 2015
Craig-Hallum Capital Group May 2013 - August 2013
Viacom May 2012 - August 2012
Brookside Artist Management May 2012 - August 2012
The Institute for Athletes January 2012 - January 2012
Education
DePauw University 2011 — 2013
B.A.
St. Lawrence University 2009 — 2011
The Blake School 2005 — 2009
Craig-Hallum Capital Group January 2014 - August 2015
Craig-Hallum Capital Group May 2013 - August 2013
Viacom May 2012 - August 2012
Brookside Artist Management May 2012 - August 2012
The Institute for Athletes January 2012 - January 2012
Education
DePauw University 2011 — 2013
B.A.
St. Lawrence University 2009 — 2011
The Blake School 2005 — 2009
William Inglis William Inglis's Craig-Hallum Capital Group Experience 2009 - 2009
Job MBA Candidate at the University of St. Thomas Opus School of Business
Industry Medical Devices
Experience
medicrea 2014 - 2015
Medtronic Spine & Biologics 2010 - 2013
Miga Solutions 2010 - 2010
Craig-Hallum Capital Group 2009 - 2009
Skills
Operating Room, Surgical Instruments, Medical Devices, Surgeons, Neurosurgery, Orthopedic, Sales
Education
University of St. Thomas - Opus College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing and Finance
Middlebury College 2005 — 2009
Bachelor of Arts (B.A.), Neuroscience
medicrea 2014 - 2015
Medtronic Spine & Biologics 2010 - 2013
Miga Solutions 2010 - 2010
Craig-Hallum Capital Group 2009 - 2009
Skills
Operating Room, Surgical Instruments, Medical Devices, Surgeons, Neurosurgery, Orthopedic, Sales
Education
University of St. Thomas - Opus College of Business 2015 — 2017
Master of Business Administration (M.B.A.), Marketing and Finance
Middlebury College 2005 — 2009
Bachelor of Arts (B.A.), Neuroscience
Greg Palm's Craig-Hallum Capital Group Experience February 2015 - Present
Job Senior Research Analyst at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group February 2015 - Present
Craig-Hallum Capital Group January 2012 - February 2015
Keiretsu Forum June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Bloomberg, Financial Modeling, Investments, Equity Valuation, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Gustavus Adolphus College 2006 — 2010
BA, Economics
Craig-Hallum Capital Group February 2015 - Present
Craig-Hallum Capital Group January 2012 - February 2015
Keiretsu Forum June 2009 - August 2009
Skills
Equity Research, Valuation, Equities, Bloomberg, Financial Modeling, Investments, Equity Valuation, Financial Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2011
MSF, Finance
Gustavus Adolphus College 2006 — 2010
BA, Economics
Nate Swanson's Craig-Hallum Capital Group Experience February 1998 - March 2001
Job
Industry Information Technology and Services
Experience
Career Step October 2012 - Present
American InterContinental University - a Career Education Company March 2010 - October 2012
Taleo October 2008 - March 2010
ThinkEquity Partners March 2001 - October 2008
Craig-Hallum Capital Group February 1998 - March 2001
Principal Financial Securities June 1995 - January 1998
Skills
Operations Management, Employee Management, Corporate Finance, Venture Capital, Equity Research, Private Equity, Strategic Planning, Business Operations, CFA, Education Management, Educational Technology, Talent Management, Human Capital Management, Operations, Mergers, Financial Planning, Financial Analysis, Business Strategy, Enterprise Software, Strategic Financial..., Strategy, Due Diligence, Educational Leadership, Personnel Management, Chartered Financial..., Program Management, Entrepreneurship, Start-ups, Leadership, Management, Restructuring, Investments, Finance, Mergers & Acquisitions, Performance Management, Analysis, Financial Modeling, Forecasting, Corporate Development, Human Resources, Budgets, Strategic Partnerships
Education
Augsburg College 1991 — 1995
BA
Career Step October 2012 - Present
American InterContinental University - a Career Education Company March 2010 - October 2012
Taleo October 2008 - March 2010
ThinkEquity Partners March 2001 - October 2008
Craig-Hallum Capital Group February 1998 - March 2001
Principal Financial Securities June 1995 - January 1998
Skills
Operations Management, Employee Management, Corporate Finance, Venture Capital, Equity Research, Private Equity, Strategic Planning, Business Operations, CFA, Education Management, Educational Technology, Talent Management, Human Capital Management, Operations, Mergers, Financial Planning, Financial Analysis, Business Strategy, Enterprise Software, Strategic Financial..., Strategy, Due Diligence, Educational Leadership, Personnel Management, Chartered Financial..., Program Management, Entrepreneurship, Start-ups, Leadership, Management, Restructuring, Investments, Finance, Mergers & Acquisitions, Performance Management, Analysis, Financial Modeling, Forecasting, Corporate Development, Human Resources, Budgets, Strategic Partnerships
Education
Augsburg College 1991 — 1995
BA
Albert Hanser's Craig-Hallum Capital Group Experience September 2012 - Present
Job Managing Director at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group September 2012 - Present
ThinkEquity LLC October 2003 - September 2012
Deutsche Bank 1998 - 2003
Piper Jaffray 1997 - 1998
Skills
Business Strategy, Equity Research, Hedge Funds, Investment Banking, Private Equity, Equities, Valuation, Venture Capital, Competitive Analysis, Corporate Finance, Investments, Financial Modeling, Corporate Development, Asset Management, Private Placements, Start-ups, Series 7, Strategic Partnerships, Strategic Planning, Due Diligence, IPO, Capital Markets, Alternative Investments, Mergers & Acquisitions, Strategy, Securities, Portfolio Management
Education
Brown University 1992 — 1996
Craig-Hallum Capital Group September 2012 - Present
ThinkEquity LLC October 2003 - September 2012
Deutsche Bank 1998 - 2003
Piper Jaffray 1997 - 1998
Skills
Business Strategy, Equity Research, Hedge Funds, Investment Banking, Private Equity, Equities, Valuation, Venture Capital, Competitive Analysis, Corporate Finance, Investments, Financial Modeling, Corporate Development, Asset Management, Private Placements, Start-ups, Series 7, Strategic Partnerships, Strategic Planning, Due Diligence, IPO, Capital Markets, Alternative Investments, Mergers & Acquisitions, Strategy, Securities, Portfolio Management
Education
Brown University 1992 — 1996
Lynne Briest's Craig-Hallum Capital Group Experience 1989 - 1996
Job •14+ years experience in business operations & customer service.
Industry Computer Software
Experience
MN Software Engineering Inc, January 1999 - Present
R.J. Steichen & Company 1996 - 1999
Craig-Hallum Capital Group 1989 - 1996
Education
The University of North Dakota 1981 — 1985
BA, Business Management
MN Software Engineering Inc, January 1999 - Present
R.J. Steichen & Company 1996 - 1999
Craig-Hallum Capital Group 1989 - 1996
Education
The University of North Dakota 1981 — 1985
BA, Business Management
Robert Tango's Craig-Hallum Capital Group Experience March 2011 - April 2012
Job Senior Investment Analyst at Stoneridge Investment Partners
Industry Financial Services
Experience
Stoneridge Investment Partners August 2015 - Present
Gilford Securities May 2012 - May 2015
Craig-Hallum Capital Group March 2011 - April 2012
Mission Global Advisors April 2009 - December 2009
Gartmore Global May 2006 - November 2008
Lazard Capital Markets May 2004 - October 2005
William Blair and Company June 2000 - May 2004
Skills
Equity Research, Equities, Investments, Series 7, Bloomberg, Hedge Funds, Valuation, Fixed Income, Investment Management, Securities, Investment Banking, Private Equity, Asset Management, Financial Analysis, Mutual Funds
Education
Boston College
B.S., Finance & Accounting
Stoneridge Investment Partners August 2015 - Present
Gilford Securities May 2012 - May 2015
Craig-Hallum Capital Group March 2011 - April 2012
Mission Global Advisors April 2009 - December 2009
Gartmore Global May 2006 - November 2008
Lazard Capital Markets May 2004 - October 2005
William Blair and Company June 2000 - May 2004
Skills
Equity Research, Equities, Investments, Series 7, Bloomberg, Hedge Funds, Valuation, Fixed Income, Investment Management, Securities, Investment Banking, Private Equity, Asset Management, Financial Analysis, Mutual Funds
Education
Boston College
B.S., Finance & Accounting
Nate Emerton's Craig-Hallum Capital Group Experience January 2014 - Present
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group January 2014 - Present
Potomac Research Group January 2013 - January 2014
Ned Davis Research, Inc. September 2009 - December 2012
ThinkEquity LLC 2001 - August 2009
Skills
Equities, Equity Research, Hedge Funds, Series 7, Investments, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets, Series 63, Investment Banking, Financial Modeling, Equity Trading, Institutional Sales, Valuation, ETFs, Private Equity, Asset Management, Corporate Finance
Education
Drake University 1997 — 2001
BS, Finance, Economics
Craig-Hallum Capital Group January 2014 - Present
Potomac Research Group January 2013 - January 2014
Ned Davis Research, Inc. September 2009 - December 2012
ThinkEquity LLC 2001 - August 2009
Skills
Equities, Equity Research, Hedge Funds, Series 7, Investments, Bloomberg, Asset Managment, Alternative Investments, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Capital Markets, Series 63, Investment Banking, Financial Modeling, Equity Trading, Institutional Sales, Valuation, ETFs, Private Equity, Asset Management, Corporate Finance
Education
Drake University 1997 — 2001
BS, Finance, Economics
Chad Bennett's Craig-Hallum Capital Group Experience 2011 - Present
Job Senior Research Analyst at Craig Hallum Capital
Industry Investment Banking
Experience
Craig-Hallum Capital Group 2011 - Present
Northland Securities January 2007 - September 2011
Skills
Equities, Capital Markets, Financial Modeling, Investments, Valuation, Financial Analysis, Alternative Investments, Equity Research, Hedge Funds
Education
University of St. Thomas 1994 — 1998
BA, Finance
Gustavus Adolphus College
Gustavus Adolphus College
Craig-Hallum Capital Group 2011 - Present
Northland Securities January 2007 - September 2011
Skills
Equities, Capital Markets, Financial Modeling, Investments, Valuation, Financial Analysis, Alternative Investments, Equity Research, Hedge Funds
Education
University of St. Thomas 1994 — 1998
BA, Finance
Gustavus Adolphus College
Gustavus Adolphus College
Per Ostlund's Craig-Hallum Capital Group Experience August 2013 - Present
Job Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group August 2013 - Present
Jefferies & Company October 2007 - December 2011
Ryan Beck & Company May 2006 - February 2007
Boston Capital January 2003 - January 2006
Skills
Valuation, Equities, Financial Modeling, Accounting, Investments, Bloomberg, Equity Research, Financial Analysis, Series 7, Series 63, Hedge Funds
Education
Gustavus Adolphus College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Craig-Hallum Capital Group August 2013 - Present
Jefferies & Company October 2007 - December 2011
Ryan Beck & Company May 2006 - February 2007
Boston Capital January 2003 - January 2006
Skills
Valuation, Equities, Financial Modeling, Accounting, Investments, Bloomberg, Equity Research, Financial Analysis, Series 7, Series 63, Hedge Funds
Education
Gustavus Adolphus College 1990 — 1994
Bachelor of Arts (B.A.), Accounting
Jorge Rivas, MBA's Craig-Hallum Capital Group Experience October 2011 - Present
Job Equity Research Associate at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group October 2011 - Present
Allianz Investment Management June 2011 - September 2011
Aristotle Fund September 2010 - August 2011
WNC & Associates September 2010 - April 2011
USBank June 2010 - September 2010
DealPen LLC January 2010 - May 2010
Wells Fargo Home Mortgage January 2009 - August 2009
Skills
Financial Modeling, Loans, Equities, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Bloomberg, Mutual Funds, Leadership, Equity Research, Due Diligence, Capital Markets, Equity Valuation
Education
University of St. Thomas - Opus College of Business 2009 — 2011
MBA, FInance
University of Saint Thomas - School of Business 2006 — 2008
BA, Finance
Pontificia Universidad Católica del Perú
highschool
Craig-Hallum Capital Group October 2011 - Present
Allianz Investment Management June 2011 - September 2011
Aristotle Fund September 2010 - August 2011
WNC & Associates September 2010 - April 2011
USBank June 2010 - September 2010
DealPen LLC January 2010 - May 2010
Wells Fargo Home Mortgage January 2009 - August 2009
Skills
Financial Modeling, Loans, Equities, Finance, Investments, Financial Analysis, Valuation, Corporate Finance, Microsoft Excel, Bloomberg, Mutual Funds, Leadership, Equity Research, Due Diligence, Capital Markets, Equity Valuation
Education
University of St. Thomas - Opus College of Business 2009 — 2011
MBA, FInance
University of Saint Thomas - School of Business 2006 — 2008
BA, Finance
Pontificia Universidad Católica del Perú
highschool
Mark Argento's Craig-Hallum Capital Group Experience August 2005 - August 2012
Job Head of Capital Markets, Senior Research Analyst at Lake Street Capital Markets, LLC
Industry Capital Markets
Experience
Lake Street Capital Markets, LLC October 2012 - Present
Craig-Hallum Capital Group August 2005 - August 2012
ThinkEquity Partners September 2003 - July 2005
Piper Jaffray 2000 - 2003
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Hedge Funds, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Venture Capital, Corporate Development
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
St. John's University 1990 — 1994
BA, Political Science and Government
Lake Street Capital Markets, LLC October 2012 - Present
Craig-Hallum Capital Group August 2005 - August 2012
ThinkEquity Partners September 2003 - July 2005
Piper Jaffray 2000 - 2003
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Hedge Funds, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Venture Capital, Corporate Development
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
St. John's University 1990 — 1994
BA, Political Science and Government
Peter Rogness, CFA's Craig-Hallum Capital Group Experience July 2011 - Present
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Investment Management
Experience
Craig-Hallum Capital Group July 2011 - Present
Riverbridge Partners, LLC September 2004 - July 2011
Piper Jaffray February 2004 - September 2004
Education
Southern Methodist University 1999 — 2003
Craig-Hallum Capital Group July 2011 - Present
Riverbridge Partners, LLC September 2004 - July 2011
Piper Jaffray February 2004 - September 2004
Education
Southern Methodist University 1999 — 2003
Steve Dyer's Craig-Hallum Capital Group Experience April 2012 - Present
Job Partner at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group April 2012 - Present
Craig-Hallum Capital Group June 2006 - Present
Craig-Hallum Capital Group April 2004 - Present
American Express Financial Advisors January 2000 - April 2004
Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Valuation, Capital Markets, Alternative Investments, Series 7
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Finance
Marquette University 1992 — 1996
BA
Craig-Hallum Capital Group April 2012 - Present
Craig-Hallum Capital Group June 2006 - Present
Craig-Hallum Capital Group April 2004 - Present
American Express Financial Advisors January 2000 - April 2004
Skills
Equity Research, Valuation, Financial Modeling, Equities, Hedge Funds, Investments, Equity Valuation, Capital Markets, Alternative Investments, Series 7
Education
University of St. Thomas - Opus College of Business 2000 — 2004
MBA, Finance
Marquette University 1992 — 1996
BA
Vogel, Charlie's Craig-Hallum Capital Group Experience January 2006 - Present
Job Sales at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group January 2006 - Present
Piper Jaffray 1998 - 2004
Dain Bosworth 1987 - 1997
Target Corporation 1983 - 1986
Skills
Equities, Hedge Funds, Valuation, Equity Research, Investment Banking, Investments, Capital Markets, Financial Modeling, Series 7, Portfolio Management, Private Equity, Bloomberg, Fixed Income, Venture Capital, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance, General
Colorado College 1970 — 1975
Bachelor of Science (BS), Biology, General
Craig-Hallum Capital Group January 2006 - Present
Piper Jaffray 1998 - 2004
Dain Bosworth 1987 - 1997
Target Corporation 1983 - 1986
Skills
Equities, Hedge Funds, Valuation, Equity Research, Investment Banking, Investments, Capital Markets, Financial Modeling, Series 7, Portfolio Management, Private Equity, Bloomberg, Fixed Income, Venture Capital, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance, General
Colorado College 1970 — 1975
Bachelor of Science (BS), Biology, General
Steve Denault's Craig-Hallum Capital Group Experience 2002 - 2004
Job Institutional Equity Sales
Industry Investment Management
Experience
Northland Securities 2009 - Present
Northland Securities 2004 - 2009
Craig-Hallum Capital Group 2002 - 2004
Piper Jaffray 1999 - 2002
The Pillsbury Company 1996 - 1999
The Valspar Corporation 1994 - 1996
Skills
Valuation, Equities, Equity Research, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, Series 7, Securities
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Minnesota - Carlson School of Management 1988 — 1992
BSB, Finance
Northland Securities 2009 - Present
Northland Securities 2004 - 2009
Craig-Hallum Capital Group 2002 - 2004
Piper Jaffray 1999 - 2002
The Pillsbury Company 1996 - 1999
The Valspar Corporation 1994 - 1996
Skills
Valuation, Equities, Equity Research, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, Series 7, Securities
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Minnesota - Carlson School of Management 1988 — 1992
BSB, Finance
John B. Regan III's Craig-Hallum Capital Group Experience 2007 - 2008
Job Institutional Equity Sales at Global Hunter Securities
Industry Investment Banking
Experience
Global Hunter Securities September 2010 - Present
Sterne Agee April 2003 - July 2010
Craig-Hallum Capital Group 2007 - 2008
Capital One 1999 - 2003
Skills
Valuation, Institutional Sales, Institutional, Investment Banking, Equities, Equity Sales, Investments, Series 7, Hedge Funds, Bloomberg, Equity Research, Trading, Private Equity, Alternative Investments, Capital Markets, Fixed Income, Financial Modeling, Securities, Series 63
Education
Louisiana State University 1993 — 1998
The University of Texas at Austin 1993 — 1993
Jesuit High School New Orleans 1989 — 1993
Global Hunter Securities September 2010 - Present
Sterne Agee April 2003 - July 2010
Craig-Hallum Capital Group 2007 - 2008
Capital One 1999 - 2003
Skills
Valuation, Institutional Sales, Institutional, Investment Banking, Equities, Equity Sales, Investments, Series 7, Hedge Funds, Bloomberg, Equity Research, Trading, Private Equity, Alternative Investments, Capital Markets, Fixed Income, Financial Modeling, Securities, Series 63
Education
Louisiana State University 1993 — 1998
The University of Texas at Austin 1993 — 1993
Jesuit High School New Orleans 1989 — 1993
Allen Gahl's Craig-Hallum Capital Group Experience August 2009 - Present
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Capital Markets
Experience
Craig-Hallum Capital Group August 2009 - Present
RBC Capital Markets 2005 - 2008
RBC Capital Markets 2003 - 2005
RBC Capital Markets 2000 - 2003
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1999 - 1999
MassMutual 1997 - 1998
Skills
Equities, Investments, CRM, Analysis, Trading, Series 7, Valuation, Equity Research
Education
University of St. Thomas - Opus College of Business 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Molecular & Integrative Physiology
Rockford Guilford High School 1993 — 1993
Chartered Financial Analyst (CFA) Level III Candidate
Investment Analysis & Portfolio Management
LHH Career Counseling
Craig-Hallum Capital Group August 2009 - Present
RBC Capital Markets 2005 - 2008
RBC Capital Markets 2003 - 2005
RBC Capital Markets 2000 - 2003
American Express Financial Advisors 1999 - 2000
American Express Financial Advisors 1999 - 1999
MassMutual 1997 - 1998
Skills
Equities, Investments, CRM, Analysis, Trading, Series 7, Valuation, Equity Research
Education
University of St. Thomas - Opus College of Business 2000 — 2003
MBA, Finance
University of Illinois at Urbana-Champaign 1993 — 1997
BS, Molecular & Integrative Physiology
Rockford Guilford High School 1993 — 1993
Chartered Financial Analyst (CFA) Level III Candidate
Investment Analysis & Portfolio Management
LHH Career Counseling
Mitch Bartlett's Craig-Hallum Capital Group Experience September 2008 - Present
Job Analyst at CraigHallum Capital Group
Industry Banking
Experience
Craig-Hallum Capital Group September 2008 - Present
Talaria Partners February 2002 - January 2008
Dain Rauscher Wessels 1999 - 2000
Skills
Investments, Valuation, Equity Valuation, Venture Capital, Equity Research, Equities, Financial Modeling, Hedge Funds, Investment Banking
Education
Indiana University Bloomington 1979 — 1981
M.B.A, Finance/Investments
University of California, Santa Barbara 1976 — 1979
Economics
Craig-Hallum Capital Group September 2008 - Present
Talaria Partners February 2002 - January 2008
Dain Rauscher Wessels 1999 - 2000
Skills
Investments, Valuation, Equity Valuation, Venture Capital, Equity Research, Equities, Financial Modeling, Hedge Funds, Investment Banking
Education
Indiana University Bloomington 1979 — 1981
M.B.A, Finance/Investments
University of California, Santa Barbara 1976 — 1979
Economics
Bruce Goldfarb's Craig-Hallum Capital Group Experience August 2009 - April 2013
Job Vice President Institutional Sales at Lake Street Capital Markets, LLC
Industry Investment Banking
Experience
Lake Street Capital Markets, LLC April 2013 - Present
Craig-Hallum Capital Group August 2009 - April 2013
Wells Fargo Brokerage Services July 1993 - August 2009
Skills
Investment Management, Equity Sales, Hedge Funds, Trading, Series 65, Institutional, Wealth Management, Series 7, Equity Research, Institutional Sales, Business Development, FINRA, Bonds, Securities, Strategic Planning, Equity Valuation, Mutual Funds, Equities, Venture Capital, Options, Financial Modeling, Finance, Bloomberg, Credit Analysis, Capital Markets, Investment Advisory, Due Diligence, Investment Strategies, Series 24, Portfolio Management, Asset Allocation, Relationship Management, Bloomberg Terminal, Corporate Development, Derivatives, Financial Analysis, M&A experience, Investment Banking, Emerging Markets, Series 63, Fixed Income, Alternative Investments, Financial Markets, Valuation, Risk Management, Mergers & Acquisitions, Asset Management, Corporate Finance, Private Equity, Financial Services
Education
Tulane University
Bachelor of Arts (B.A.), Political Science and International Relations
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
Lake Street Capital Markets, LLC April 2013 - Present
Craig-Hallum Capital Group August 2009 - April 2013
Wells Fargo Brokerage Services July 1993 - August 2009
Skills
Investment Management, Equity Sales, Hedge Funds, Trading, Series 65, Institutional, Wealth Management, Series 7, Equity Research, Institutional Sales, Business Development, FINRA, Bonds, Securities, Strategic Planning, Equity Valuation, Mutual Funds, Equities, Venture Capital, Options, Financial Modeling, Finance, Bloomberg, Credit Analysis, Capital Markets, Investment Advisory, Due Diligence, Investment Strategies, Series 24, Portfolio Management, Asset Allocation, Relationship Management, Bloomberg Terminal, Corporate Development, Derivatives, Financial Analysis, M&A experience, Investment Banking, Emerging Markets, Series 63, Fixed Income, Alternative Investments, Financial Markets, Valuation, Risk Management, Mergers & Acquisitions, Asset Management, Corporate Finance, Private Equity, Financial Services
Education
Tulane University
Bachelor of Arts (B.A.), Political Science and International Relations
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
Sharon Novak's Craig-Hallum Capital Group Experience August 2013 - Present
Job Corporate Access | Project Management | Sales Operations
Industry Financial Services
Experience
Craig-Hallum Capital Group August 2013 - Present
Piper Jaffray & Co. 2006 - 2012
Piper Jaffray & Co. 2000 - 2006
Piper Jaffray & Co. 1989 - 2000
Skills
Series 7, Equities, Capital Markets, Series 63, Equity Research, Securities, Series 24, Project Management, Hedge Funds, Client Focus, Corporate Access, Employee Management, Office Management, Producing Manager, Investment Banking, Creative Problem Solving, Compliance, Policy Writing, CRM, FINRA
Education
University of Minnesota-Twin Cities
Coursework
Craig-Hallum Capital Group August 2013 - Present
Piper Jaffray & Co. 2006 - 2012
Piper Jaffray & Co. 2000 - 2006
Piper Jaffray & Co. 1989 - 2000
Skills
Series 7, Equities, Capital Markets, Series 63, Equity Research, Securities, Series 24, Project Management, Hedge Funds, Client Focus, Corporate Access, Employee Management, Office Management, Producing Manager, Investment Banking, Creative Problem Solving, Compliance, Policy Writing, CRM, FINRA
Education
University of Minnesota-Twin Cities
Coursework
Frank McEvoy's Craig-Hallum Capital Group Experience July 2009 - April 2011
Job Investment Officer, Cherry Tree Companies
Industry Investment Management
Experience
Cherry Tree Companies May 2011 - Present
Craig-Hallum Capital Group July 2009 - April 2011
Skills
Private Equity, Financial Modeling, Investments, Portfolio Management, Equities, Financial Analysis, Valuation, Mergers & Acquisitions, Hedge Funds, Due Diligence, Mutual Funds, Venture Capital
Education
University of Minnesota - Carlson School of Management 1988 — 1991
MBA, Finance
Stanford University 1983 — 1984
M.S., Operations Research
Carleton College 1979 — 1983
B.A., Mathematics
Harrisonburg High School
Cherry Tree Companies May 2011 - Present
Craig-Hallum Capital Group July 2009 - April 2011
Skills
Private Equity, Financial Modeling, Investments, Portfolio Management, Equities, Financial Analysis, Valuation, Mergers & Acquisitions, Hedge Funds, Due Diligence, Mutual Funds, Venture Capital
Education
University of Minnesota - Carlson School of Management 1988 — 1991
MBA, Finance
Stanford University 1983 — 1984
M.S., Operations Research
Carleton College 1979 — 1983
B.A., Mathematics
Harrisonburg High School
Chad Dolly's Craig-Hallum Capital Group Experience July 2007 - April 2010
Job Valuation Manager at EY
Industry Financial Services
Experience
EY September 2014 - Present
McGladrey April 2010 - Present
Craig-Hallum Capital Group July 2007 - April 2010
Lazard Middle Market 2005 - 2006
Deloitte 2003 - 2005
Larson Allen Weishair 1999 - 2003
St Paul Bank for Cooperatives 1997 - 1999
Skills
Valuation, Financial Modeling, Mergers, Financial Analysis, Business Valuation
Education
Carlson School of Management 2004 — 2010
MBA, Economics, Finance
UofM-Morris 1993 — 1997
BS in Economics
GFW
EY September 2014 - Present
McGladrey April 2010 - Present
Craig-Hallum Capital Group July 2007 - April 2010
Lazard Middle Market 2005 - 2006
Deloitte 2003 - 2005
Larson Allen Weishair 1999 - 2003
St Paul Bank for Cooperatives 1997 - 1999
Skills
Valuation, Financial Modeling, Mergers, Financial Analysis, Business Valuation
Education
Carlson School of Management 2004 — 2010
MBA, Economics, Finance
UofM-Morris 1993 — 1997
BS in Economics
GFW
Alex Fuhrman, CFA, CMT's Craig-Hallum Capital Group Experience November 2013 - Present
Job Senior Research Analyst at CraigHallum Capital Group
Industry Capital Markets
Experience
Craig-Hallum Capital Group November 2013 - Present
Piper Jaffray May 2010 - September 2013
Raymond James June 2008 - May 2010
Skills
Equity Research, Industry Analysis, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance
Craig-Hallum Capital Group November 2013 - Present
Piper Jaffray May 2010 - September 2013
Raymond James June 2008 - May 2010
Skills
Equity Research, Industry Analysis, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance
Tom Cullum's Craig-Hallum Capital Group Experience April 2007 - May 2012
Job CEO Director of Sales and Trading at Lake Street Capital Markets, LLC
Industry Investment Banking
Experience
Lake Street Capital Markets, LLC June 2012 - Present
Craig Hallum Capital Group April 2007 - May 2012
First Albany Capital February 2003 - April 2007
RBC Capital Markets 2000 - 2003
Dain Rauscher Wessels April 1998 - January 2000
wessels arnold and henderson 1992 - 1998
Skills
Investments, Capital Markets, Equities, Business Strategy, Series 7, Customer Relations, Institutional, Executive Management, Process Improvement, Series 24, Series 63, Series 55, Equity Trading, Trading, Venture Capital, Private Equity, Customer Service, FINRA, Hedge Funds, Mutual Funds, Equity Research, Investment Banking, Valuation, Alternative Investments, Institutional Sales
Education
Fairfield University 1982 — 1986
B.A., economics
Fordham University 1991 — 1992
Graduate studies in Economics
Lake Street Capital Markets, LLC June 2012 - Present
Craig Hallum Capital Group April 2007 - May 2012
First Albany Capital February 2003 - April 2007
RBC Capital Markets 2000 - 2003
Dain Rauscher Wessels April 1998 - January 2000
wessels arnold and henderson 1992 - 1998
Skills
Investments, Capital Markets, Equities, Business Strategy, Series 7, Customer Relations, Institutional, Executive Management, Process Improvement, Series 24, Series 63, Series 55, Equity Trading, Trading, Venture Capital, Private Equity, Customer Service, FINRA, Hedge Funds, Mutual Funds, Equity Research, Investment Banking, Valuation, Alternative Investments, Institutional Sales
Education
Fairfield University 1982 — 1986
B.A., economics
Fordham University 1991 — 1992
Graduate studies in Economics
George Kelly, CFA's Craig-Hallum Capital Group Experience August 2012 - Present
Job Senior Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group August 2012 - Present
Craig-Hallum Capital Group December 2009 - October 2012
Stifel Financial Corp. June 2007 - November 2009
Education
Tulane University
Craig-Hallum Capital Group August 2012 - Present
Craig-Hallum Capital Group December 2009 - October 2012
Stifel Financial Corp. June 2007 - November 2009
Education
Tulane University
Gino Guyer's Craig-Hallum Capital Group Experience October 2014 - Present
Job Institutional Sales at CraigHallum Capital Group
Industry Sports
Experience
Craig-Hallum Capital Group October 2014 - Present
Pro Edge Power June 2004 - Present
Alleghe Hockey September 2012 - March 2013
Lillehammer Ice Hockey Club August 2010 - March 2012
Bakersfield Condors October 2009 - April 2010
Phoenix Roadrunners November 2007 - April 2009
Alaska Aces November 2006 - November 2007
Skills
Building Relationships, Coaching, Communication, Sports, Leadership, Sports Management, Sports Marketing, Training, Athletics, Time Management, Hockey, Scouting, Ice Hockey, Sales, Event Planning, Sports Coaching, Public Speaking, Marketing
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Finance
Craig-Hallum Capital Group October 2014 - Present
Pro Edge Power June 2004 - Present
Alleghe Hockey September 2012 - March 2013
Lillehammer Ice Hockey Club August 2010 - March 2012
Bakersfield Condors October 2009 - April 2010
Phoenix Roadrunners November 2007 - April 2009
Alaska Aces November 2006 - November 2007
Skills
Building Relationships, Coaching, Communication, Sports, Leadership, Sports Management, Sports Marketing, Training, Athletics, Time Management, Hockey, Scouting, Ice Hockey, Sales, Event Planning, Sports Coaching, Public Speaking, Marketing
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Finance
Jack Sundry's Craig-Hallum Capital Group Experience April 2014 - Present
Job Sales Associate at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group April 2014 - Present
TMC, a division of C.H. Robinson August 2012 - March 2014
Craig-Hallum Capital Group May 2011 - August 2011
Cambria May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Sales
Education
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Economics
Craig-Hallum Capital Group April 2014 - Present
TMC, a division of C.H. Robinson August 2012 - March 2014
Craig-Hallum Capital Group May 2011 - August 2011
Cambria May 2009 - August 2009
Skills
Financial Analysis, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Sales
Education
Indiana University Bloomington 2008 — 2012
Bachelor's degree, Economics
Daniel Dunleavy's Craig-Hallum Capital Group Experience November 2014 - Present
Job Equity Research Associate at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group November 2014 - Present
Universal Hospital Services August 2013 - November 2014
Miami University Investment Banking Club January 2008 - September 2013
Fifth Third Bank June 2011 - July 2012
GMAC Rescap/Cerberus/FTI May 2008 - August 2009
GMAC ResCap May 2007 - August 2007
Skills
Business Strategy, Financial Analysis, Equities, Credit Risk, Finance, Bloomberg, Strategic Financial..., Accounting, PowerPoint, Investments, Financial Modeling
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Miami University 2007 — 2011
Farmer School, Business; Finance
Eden Prairie High School
Craig-Hallum Capital Group November 2014 - Present
Universal Hospital Services August 2013 - November 2014
Miami University Investment Banking Club January 2008 - September 2013
Fifth Third Bank June 2011 - July 2012
GMAC Rescap/Cerberus/FTI May 2008 - August 2009
GMAC ResCap May 2007 - August 2007
Skills
Business Strategy, Financial Analysis, Equities, Credit Risk, Finance, Bloomberg, Strategic Financial..., Accounting, PowerPoint, Investments, Financial Modeling
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance
Miami University 2007 — 2011
Farmer School, Business; Finance
Eden Prairie High School
Barb Reller's Craig-Hallum Capital Group Experience March 2014 - Present
Job Financial Reporting Consultant at Wells Fargo
Industry Investment Management
Experience
Craig-Hallum Capital Group March 2014 - Present
Wells Fargo September 2013 - March 2014
Robert Half Management Resources December 2012 - September 2013
Whitebox Advisors February 2007 - November 2012
GMAC ResCap August 2006 - February 2007
Värde Partners, Inc February 1997 - August 2006
Voyageur Asset Management November 1995 - February 1997
Norwest Bank Mn, N.A. March 1992 - November 1995
Skills
Securities, Equities, Portfolio Management, Asset Managment, Derivatives, Trading, Private Equity, Due Diligence, Finance, Asset Management, Financial Services, Mutual Funds, Hedge Funds, Investments, Financial Analysis, Alternative Investments
Education
University of Minnesota-Twin Cities 1985 — 1989
BA, International Relations
Augsburg College
Accounting Major
Craig-Hallum Capital Group March 2014 - Present
Wells Fargo September 2013 - March 2014
Robert Half Management Resources December 2012 - September 2013
Whitebox Advisors February 2007 - November 2012
GMAC ResCap August 2006 - February 2007
Värde Partners, Inc February 1997 - August 2006
Voyageur Asset Management November 1995 - February 1997
Norwest Bank Mn, N.A. March 1992 - November 1995
Skills
Securities, Equities, Portfolio Management, Asset Managment, Derivatives, Trading, Private Equity, Due Diligence, Finance, Asset Management, Financial Services, Mutual Funds, Hedge Funds, Investments, Financial Analysis, Alternative Investments
Education
University of Minnesota-Twin Cities 1985 — 1989
BA, International Relations
Augsburg College
Accounting Major
Brian Ludwig's Craig-Hallum Capital Group Experience August 2010 - November 2012
Job Vice President, Institutional Equity Sales at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities August 2013 - June 2014
Craig-Hallum Capital Group August 2010 - November 2012
FBR November 2006 - July 2010
Skills
Equity Research, Series 7, Series 63
Education
Boston College 2014 — 2015
Master's Degree, Finance
Fairfield University 2001 — 2005
BS, Finance
Wunderlich Securities August 2013 - June 2014
Craig-Hallum Capital Group August 2010 - November 2012
FBR November 2006 - July 2010
Skills
Equity Research, Series 7, Series 63
Education
Boston College 2014 — 2015
Master's Degree, Finance
Fairfield University 2001 — 2005
BS, Finance
Joshua Sletten's Craig-Hallum Capital Group Experience January 2015 - Present
Job Investment Banking Analyst at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group January 2015 - Present
Digital River October 2014 - January 2015
ShoreView Industries LLC June 2013 - October 2014
Barclays Investment Bank June 2012 - August 2012
Skills
Private Equity, Project Finance, Investment Banking, International Finance, Data Analysis, Microsoft Excel, Financial Modeling, Accounting, Valuation, Financial Analysis, Leadership, Finance, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelors of Science in Business (Summa Cum Laude Honors; Distinction), Finance
Craig-Hallum Capital Group January 2015 - Present
Digital River October 2014 - January 2015
ShoreView Industries LLC June 2013 - October 2014
Barclays Investment Bank June 2012 - August 2012
Skills
Private Equity, Project Finance, Investment Banking, International Finance, Data Analysis, Microsoft Excel, Financial Modeling, Accounting, Valuation, Financial Analysis, Leadership, Finance, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelors of Science in Business (Summa Cum Laude Honors; Distinction), Finance
Matt Celin's Craig-Hallum Capital Group Experience June 2011 - December 2014
Job Associate at Incline Equity Partners
Industry Investment Banking
Experience
Incline Equity Partners January 2015 - Present
Craig-Hallum Capital Group June 2011 - December 2014
Morgan Keegan June 2010 - August 2010
Education
College of the Holy Cross 2007 — 2011
B.A., Economics
Incline Equity Partners January 2015 - Present
Craig-Hallum Capital Group June 2011 - December 2014
Morgan Keegan June 2010 - August 2010
Education
College of the Holy Cross 2007 — 2011
B.A., Economics
Jack McCarthy's Craig-Hallum Capital Group Experience August 2013 - Present
Job Capital Markets Analyst at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group August 2013 - Present
Craig-Hallum Capital Group September 2011 - August 2013
CHS July 2010 - September 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Investments, Valuation, Corporate Finance, Hedge Funds, Equities, Investment Banking, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor's Degrees, Finance and Accounting
Craig-Hallum Capital Group August 2013 - Present
Craig-Hallum Capital Group September 2011 - August 2013
CHS July 2010 - September 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, Finance, Investments, Valuation, Corporate Finance, Hedge Funds, Equities, Investment Banking, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor's Degrees, Finance and Accounting
Ryan Sigdahl's Craig-Hallum Capital Group Experience March 2015 - Present
Job Research Analyst at CraigHallum Capital Group
Industry Management Consulting
Experience
Craig-Hallum Capital Group March 2015 - Present
Deloitte September 2011 - March 2015
Eide Bailly LLP June 2010 - August 2010
Madison Country Club May 2008 - August 2009
Education
Concordia College 2007 — 2011
BA, Accounting and Economics-Finance
Lac qui Parle Valley High School 2002 — 2007
Craig-Hallum Capital Group March 2015 - Present
Deloitte September 2011 - March 2015
Eide Bailly LLP June 2010 - August 2010
Madison Country Club May 2008 - August 2009
Education
Concordia College 2007 — 2011
BA, Accounting and Economics-Finance
Lac qui Parle Valley High School 2002 — 2007
Charlie Vacek's Craig-Hallum Capital Group Experience December 1999 - Present
Job Institutional Sales at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group December 1999 - Present
Skills
Equities, Hedge Funds, Equity Research, Valuation, Investments, Series 7, Investment Banking, Portfolio Management, Financial Analysis, Bloomberg, Corporate Finance
Education
Gustavus Adolphus College 1996 — 2000
Business Administration and Management, General
Craig-Hallum Capital Group December 1999 - Present
Skills
Equities, Hedge Funds, Equity Research, Valuation, Investments, Series 7, Investment Banking, Portfolio Management, Financial Analysis, Bloomberg, Corporate Finance
Education
Gustavus Adolphus College 1996 — 2000
Business Administration and Management, General
Robert McClanahan's Craig-Hallum Capital Group Experience March 2011 - Present
Job Sales Trader at Craig Hallum Capital Group
Industry Financial Services
Experience
Craig Hallum Capital Group March 2011 - Present
Skills
Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Negotiation, New Business Development, Team Building, Sales Management, Research
Education
University of Minnesota-Twin Cities 1976 — 1979
Craig Hallum Capital Group March 2011 - Present
Skills
Strategic Planning, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, PowerPoint, Microsoft Excel, Budgets, Negotiation, New Business Development, Team Building, Sales Management, Research
Education
University of Minnesota-Twin Cities 1976 — 1979
John Betz, CMT's Craig-Hallum Capital Group Experience June 2007 - February 2008
Job Market Strategist at Vermilion Technical Research
Industry Financial Services
Experience
Vermilion Technical Research February 2008 - Present
Craig-Hallum Capital Group June 2007 - February 2008
Skills
Equity Research, Technical Analysis, ETFs, International Equity...
Education
University of St. Thomas 2005 — 2008
Bachelor of Arts in Business Administration, Finance
The University of North Dakota 2003 — 2005
Bachelor of Science (B.S.), Commercial Aviation
Vermilion Technical Research February 2008 - Present
Craig-Hallum Capital Group June 2007 - February 2008
Skills
Equity Research, Technical Analysis, ETFs, International Equity...
Education
University of St. Thomas 2005 — 2008
Bachelor of Arts in Business Administration, Finance
The University of North Dakota 2003 — 2005
Bachelor of Science (B.S.), Commercial Aviation
Matt Tiampo's Craig-Hallum Capital Group Experience March 2014 - Present
Job Senior Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group March 2014 - Present
Craig-Hallum Capital Group June 2011 - February 2014
Craig-Hallum Capital Group April 2010 - August 2010
Education
Queen's University 2008 — 2011
Bachelor of Arts (B.A.), History
Craig-Hallum Capital Group March 2014 - Present
Craig-Hallum Capital Group June 2011 - February 2014
Craig-Hallum Capital Group April 2010 - August 2010
Education
Queen's University 2008 — 2011
Bachelor of Arts (B.A.), History