Dain Bosworth
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Dain Bosworth Employees
Employee
Years
Job
Industry
Darwin Toll Darwin Toll's Dain Bosworth Experience 1994 - 1996
Job Senior Officer, Family Entities
Industry Financial Services
Experience
Alma Del Norte Company 2001 - Present
Grant Family Office 2001 - Present
Gates Capital Management 2008 - 2013
PricewaterhouseCoopers LLP 1994 - 2001
Dain Bosworth 1994 - 1996
William E. Simon & Sons 1991 - 1992
Deloitte & Touche 1990 - 1991
Westlake School 1985 - 1987
Skills
Family Office, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Board Governance, Portfolio Management, Financial Reporting, Strategic Planning, Directors & Officers..., GAAP, Auditing, Investments, Private Equity, Valuation, Mergers, Real Estate, Financial Modeling, Mergers & Acquisitions, Accounting
Education
Harvard Business School Executive Education 2007 — 2007
Families in Business program
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Finance
Kenyon College 1978 — 1982
B.A., Biology
Deerfield Academy 1975 — 1978
Graland School 1965 — 1975
Alma Del Norte Company 2001 - Present
Grant Family Office 2001 - Present
Gates Capital Management 2008 - 2013
PricewaterhouseCoopers LLP 1994 - 2001
Dain Bosworth 1994 - 1996
William E. Simon & Sons 1991 - 1992
Deloitte & Touche 1990 - 1991
Westlake School 1985 - 1987
Skills
Family Office, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Board Governance, Portfolio Management, Financial Reporting, Strategic Planning, Directors & Officers..., GAAP, Auditing, Investments, Private Equity, Valuation, Mergers, Real Estate, Financial Modeling, Mergers & Acquisitions, Accounting
Education
Harvard Business School Executive Education 2007 — 2007
Families in Business program
University of Southern California - Marshall School of Business 1988 — 1990
MBA, Finance
Kenyon College 1978 — 1982
B.A., Biology
Deerfield Academy 1975 — 1978
Graland School 1965 — 1975
Joseph Twohig Joseph Twohig's Dain Bosworth Experience January 1983 - January 1993
Job President at Contact Sales & Marketing
Industry Marketing and Advertising
Experience
Contact Sales & Marketing October 2008 - Present
Mission Linen Supply April 2007 - October 2008
Hoppmann Group Printing April 2006 - October 2007
Kellom Kompany March 2003 - March 2006
Valpak Advertising June 2001 - July 2003
Park Bank February 1998 - May 2001
Crystal Ball February 1996 - October 1998
Olde Company June 1993 - January 1996
Dain Bosworth January 1983 - January 1993
Blunt Ellis and Loewi January 1978 - January 1983
Skills
Marketing Strategy, Advertising, Marketing, Marketing Communications, Strategic Planning, New Business Development, Online Advertising, Public Relations, Sales Management, Business Strategy, Email Marketing, Account Management, Sales, Integrated Marketing, Direct Marketing, Online Marketing, Product Development, Management, Retail, Leadership, Budgets, B2B
Education
Marquette University 1972 — 1976
Bachelor of Science (BS), Sales and Marketing
Kiel High School, Wisconsin 1970 — 1972
None, College Prep
JFK Prep, St. Nazianz, Wisconsin 1968 — 1969
None, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Peter & Paul Grade School, Kiel, Wisconsin 1960 — 1967
Contact Sales & Marketing October 2008 - Present
Mission Linen Supply April 2007 - October 2008
Hoppmann Group Printing April 2006 - October 2007
Kellom Kompany March 2003 - March 2006
Valpak Advertising June 2001 - July 2003
Park Bank February 1998 - May 2001
Crystal Ball February 1996 - October 1998
Olde Company June 1993 - January 1996
Dain Bosworth January 1983 - January 1993
Blunt Ellis and Loewi January 1978 - January 1983
Skills
Marketing Strategy, Advertising, Marketing, Marketing Communications, Strategic Planning, New Business Development, Online Advertising, Public Relations, Sales Management, Business Strategy, Email Marketing, Account Management, Sales, Integrated Marketing, Direct Marketing, Online Marketing, Product Development, Management, Retail, Leadership, Budgets, B2B
Education
Marquette University 1972 — 1976
Bachelor of Science (BS), Sales and Marketing
Kiel High School, Wisconsin 1970 — 1972
None, College Prep
JFK Prep, St. Nazianz, Wisconsin 1968 — 1969
None, College/University Preparatory and Advanced High School/Secondary Diploma Program
St. Peter & Paul Grade School, Kiel, Wisconsin 1960 — 1967
Joann Amaro Joann Amaro's Dain Bosworth Experience January 1980 - January 1990
Job Campus Operation Coordinator at University of Phoenix
Industry Higher Education
Experience
University of Phoenix August 2013 - Present
Dain Bosworth January 1980 - January 1990
Skills
Microsoft Office, Research, Customer Service, Leadership, Public Speaking, Fundraising, Microsoft Excel, Management, Microsoft Word, Social Media, Operations Management..., Training, Team Building, Legal Research, Leadership Development, Higher Education, Adult Education, Strategic Planning
Education
University of Phoenix 2011 — 2013
BS, Criminal Justice and Human Services
University of Phoenix 2009 — 2011
Associate’s Degree, Business Administration and Management, General, 3.8
Denver Academy of Court Reporting 1994 — 1995
Court Reporting/Court Reporter
University of Phoenix August 2013 - Present
Dain Bosworth January 1980 - January 1990
Skills
Microsoft Office, Research, Customer Service, Leadership, Public Speaking, Fundraising, Microsoft Excel, Management, Microsoft Word, Social Media, Operations Management..., Training, Team Building, Legal Research, Leadership Development, Higher Education, Adult Education, Strategic Planning
Education
University of Phoenix 2011 — 2013
BS, Criminal Justice and Human Services
University of Phoenix 2009 — 2011
Associate’s Degree, Business Administration and Management, General, 3.8
Denver Academy of Court Reporting 1994 — 1995
Court Reporting/Court Reporter
Michelle Dahl Michelle Dahl's Dain Bosworth Experience 1995 - 1997
Job National Banking & Securities Marketing Lead at Deloitte Services LP
Industry Financial Services
Experience
Deloitte Services LP September 2015 - Present
Deloitte Services LP December 2010 - Present
RBC Capital Markets January 2006 - April 2009
RBC Capital Markets 2002 - 2005
RBC Dain Rauscher 1999 - 2001
Dain Rauscher January 1998 - June 1999
Dain Bosworth 1995 - 1997
Skills
Marketing Strategy, Marketing, Market Research, Marketing Communications, Advertising, Media Relations, Business Development, Product Marketing, Strategic Planning, Competitive Analysis, Strategic Communications, Sponsorship, Project Management, Management, Strategy, Leadership
Education
University of Minnesota Duluth 1991 — 1995
Honors B.A. - Business Admin., Marketing
University of Minnesota-Duluth 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Deloitte Services LP September 2015 - Present
Deloitte Services LP December 2010 - Present
RBC Capital Markets January 2006 - April 2009
RBC Capital Markets 2002 - 2005
RBC Dain Rauscher 1999 - 2001
Dain Rauscher January 1998 - June 1999
Dain Bosworth 1995 - 1997
Skills
Marketing Strategy, Marketing, Market Research, Marketing Communications, Advertising, Media Relations, Business Development, Product Marketing, Strategic Planning, Competitive Analysis, Strategic Communications, Sponsorship, Project Management, Management, Strategy, Leadership
Education
University of Minnesota Duluth 1991 — 1995
Honors B.A. - Business Admin., Marketing
University of Minnesota-Duluth 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Karin Quirk Karin Quirk's Dain Bosworth Experience September 1984 - June 1988
Job Divorce for Grownups
Industry Law Practice
Experience
QuirkRosecrans PLLC June 1996 - Present
Kirkland Boys & Girls Club 2004 - 2008
Calllahan, McCune & Willis September 1994 - September 1996
Dain Bosworth September 1984 - June 1988
Skills
Family Law, Collaborative Law, Mediation, Legal Assistance, Attorneys, Prenuptial Agreements, Alternative Dispute..., Paternity, Dispute Resolution, Domestic Relations, Settlement Agreements, Separation, Legal Advice, Alimony, Divorce, Divorce Law, Child Support, Parenting Plans, Collaborative Practice
Education
Western State University College of Law 1993 — 1996
Jurisdoctor, Law
Eastern Washington University 1959 — 1963
B.A., Education
North Central High School 1955 — 1959
English, Mathmatics
QuirkRosecrans PLLC June 1996 - Present
Kirkland Boys & Girls Club 2004 - 2008
Calllahan, McCune & Willis September 1994 - September 1996
Dain Bosworth September 1984 - June 1988
Skills
Family Law, Collaborative Law, Mediation, Legal Assistance, Attorneys, Prenuptial Agreements, Alternative Dispute..., Paternity, Dispute Resolution, Domestic Relations, Settlement Agreements, Separation, Legal Advice, Alimony, Divorce, Divorce Law, Child Support, Parenting Plans, Collaborative Practice
Education
Western State University College of Law 1993 — 1996
Jurisdoctor, Law
Eastern Washington University 1959 — 1963
B.A., Education
North Central High School 1955 — 1959
English, Mathmatics
Wayne Schluchter Wayne Schluchter's Dain Bosworth Experience 1987 - 1997
Job Chief Executive Officer at Schluchter Investment Advisors
Industry Investment Management
Experience
Schluchter Investment Advisors 1997 - Present
Dain Bosworth 1987 - 1997
Skills
Strategic Financial..., Financial Services, Investment Advisory, Strategic Planning, Public Speaking, Retirement Planning, Series 7, AIF, Alternative Investments, Investment Management, Return on Investment..., Asset Management, Wealth Management, Fixed Income Analysis, Management Consulting, Team Management, Portfolio Management, Securities
Education
North Dakota State University 1978 — 1982
Bachelor's degree, Business/Managerial Economics/Communications
St. Cloud Tech High School 1974 — 1978
High School
Schluchter Investment Advisors 1997 - Present
Dain Bosworth 1987 - 1997
Skills
Strategic Financial..., Financial Services, Investment Advisory, Strategic Planning, Public Speaking, Retirement Planning, Series 7, AIF, Alternative Investments, Investment Management, Return on Investment..., Asset Management, Wealth Management, Fixed Income Analysis, Management Consulting, Team Management, Portfolio Management, Securities
Education
North Dakota State University 1978 — 1982
Bachelor's degree, Business/Managerial Economics/Communications
St. Cloud Tech High School 1974 — 1978
High School
Blake Omlie Blake Omlie's Dain Bosworth Experience January 1984 - December 1986
Job Senior Vice President at Northland Capital Markets
Industry Investment Banking
Experience
Northland Capital Markets August 2014 - Present
Northland Capital Markets August 2014 - Present
Ardour Capital Investments May 2013 - August 2014
The Boss Group July 2011 - May 2013
Lazard Capital Markets March 2008 - July 2011
First Albany Capital September 2005 - December 2008
Piper Jaffray January 1987 - July 2005
Dain Bosworth January 1984 - December 1986
Inter-Regional Financial Group June 1980 - December 1983
Skills
Equities, Private Equity, Securities, Investment Banking, Valuation, Equity Research, Capital Markets, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Derivatives, Trading, Financial Markets, Series 7, Mutual Funds, Venture Capital, Alternative Investments, M&A experience, Mergers & Acquisitions, Emerging Markets, Investor Relations, Finance, Strategy, Asset Management, Investment Management, Corporate Development, Executive Management, IPO, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg
Education
University of Minnesota-Twin Cities 1978 — 1981
Master of Business Administration (MBA), Finance, General
Middlebury College 1976 — 1978
Political Science and Government, Economics
x 1976 — 1978
Bachelor of Science (BS), Business
Northland Capital Markets August 2014 - Present
Northland Capital Markets August 2014 - Present
Ardour Capital Investments May 2013 - August 2014
The Boss Group July 2011 - May 2013
Lazard Capital Markets March 2008 - July 2011
First Albany Capital September 2005 - December 2008
Piper Jaffray January 1987 - July 2005
Dain Bosworth January 1984 - December 1986
Inter-Regional Financial Group June 1980 - December 1983
Skills
Equities, Private Equity, Securities, Investment Banking, Valuation, Equity Research, Capital Markets, Investments, Financial Modeling, Portfolio Management, Hedge Funds, Financial Analysis, Derivatives, Trading, Financial Markets, Series 7, Mutual Funds, Venture Capital, Alternative Investments, M&A experience, Mergers & Acquisitions, Emerging Markets, Investor Relations, Finance, Strategy, Asset Management, Investment Management, Corporate Development, Executive Management, IPO, Equity Valuation, Fixed Income, Corporate Finance, Bloomberg
Education
University of Minnesota-Twin Cities 1978 — 1981
Master of Business Administration (MBA), Finance, General
Middlebury College 1976 — 1978
Political Science and Government, Economics
x 1976 — 1978
Bachelor of Science (BS), Business
Lisa Massena, CFA Lisa Massena, CFA's Dain Bosworth Experience 1986 - 1991
Job Financial Services Leader | Investment and Analytics Consulting | Defined Contribution Strategy | Fresh Thinking
Industry Financial Services
Experience
State of Oregon September 2015 - Present
Old North Foundation of Boston 2014 - Present
Lambert Massena, LLC March 2015 - September 2015
State Street 2001 - 2015
mPower 2000 - 2001
Arnerich Massena & Associates 1991 - 1999
Dain Bosworth 1986 - 1991
Boettcher & Company 1985 - 1986
Skills
Financial Services, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Derivatives, Relationship Management, Securities, Fixed Income, Strategy, Investment Management, Attribution, Portfolio Management, Financial Risk, Performance Measurement, Product Management, Investment Strategies, Institutional, Retirement, Retirement Planning, Financial Advisory, Analytics, Hedge Funds, 401k, Institutional..., ETFs, Global Custody, Fund Of Funds, Defined Contribution, Defined Benefit, Institutional Investors, Investment Analytics
Education
Harvard Business School 2012 — 2012
Executive Education, Organizational Leadership
Portland State University 1985 — 1989
BA, Business Administration
Walla Walla University 1980 — 1983
Course of Study: Bachelor of Arts (BA), Business Administration and Management, General
State of Oregon September 2015 - Present
Old North Foundation of Boston 2014 - Present
Lambert Massena, LLC March 2015 - September 2015
State Street 2001 - 2015
mPower 2000 - 2001
Arnerich Massena & Associates 1991 - 1999
Dain Bosworth 1986 - 1991
Boettcher & Company 1985 - 1986
Skills
Financial Services, Investments, Investment Advisory, Mutual Funds, Alternative Investments, Asset Management, Asset Allocation, Equities, Derivatives, Relationship Management, Securities, Fixed Income, Strategy, Investment Management, Attribution, Portfolio Management, Financial Risk, Performance Measurement, Product Management, Investment Strategies, Institutional, Retirement, Retirement Planning, Financial Advisory, Analytics, Hedge Funds, 401k, Institutional..., ETFs, Global Custody, Fund Of Funds, Defined Contribution, Defined Benefit, Institutional Investors, Investment Analytics
Education
Harvard Business School 2012 — 2012
Executive Education, Organizational Leadership
Portland State University 1985 — 1989
BA, Business Administration
Walla Walla University 1980 — 1983
Course of Study: Bachelor of Arts (BA), Business Administration and Management, General
Tom Heule Tom Heule's Dain Bosworth Experience 1991 - 1997
Job Partner at Denargo Capital
Industry Venture Capital & Private Equity
Experience
Denargo Capital 1997 - Present
Dain Bosworth 1991 - 1997
Royal Bank of Scotland 1987 - 1988
RSM Robson Rhodes LLP 1986 - 1988
McGladrey 1983 - 1986
Skills
Venture Capital, Mergers & Acquisitions, Due Diligence, Private Equity, Corporate Finance, Valuation, Executive Management, Corporate Development, Strategic Partnerships, Financial Modeling, Investment Banking, Financial Analysis, New Business Development, Entrepreneurship, Negotiation, Acquisition Integration, Acquisitions, Business Development, Strategy, Investments, Joint Ventures, Start-ups, Restructuring, Business Planning, Business Strategy, M&A experience, Project Finance, SEC filings, Corporate Governance, Capital Markets, Equities, Strategic Financial..., Contract Negotiation, Portfolio Management, Finance, International Business, Financial Planning
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (M.B.A.), Marketing and Finance
University of St. Thomas 1981 — 1982
Accounting
University of Colorado at Boulder 1977 — 1981
BS Business, Finance
Denargo Capital 1997 - Present
Dain Bosworth 1991 - 1997
Royal Bank of Scotland 1987 - 1988
RSM Robson Rhodes LLP 1986 - 1988
McGladrey 1983 - 1986
Skills
Venture Capital, Mergers & Acquisitions, Due Diligence, Private Equity, Corporate Finance, Valuation, Executive Management, Corporate Development, Strategic Partnerships, Financial Modeling, Investment Banking, Financial Analysis, New Business Development, Entrepreneurship, Negotiation, Acquisition Integration, Acquisitions, Business Development, Strategy, Investments, Joint Ventures, Start-ups, Restructuring, Business Planning, Business Strategy, M&A experience, Project Finance, SEC filings, Corporate Governance, Capital Markets, Equities, Strategic Financial..., Contract Negotiation, Portfolio Management, Finance, International Business, Financial Planning
Education
Wharton School, University of Pennsylvania 1989 — 1991
Master of Business Administration (M.B.A.), Marketing and Finance
University of St. Thomas 1981 — 1982
Accounting
University of Colorado at Boulder 1977 — 1981
BS Business, Finance
Brian Reagan Brian Reagan's Dain Bosworth Experience 1987 - 1998
Job Clinical Faculty at University of St. Thomas
Industry Education Management
Experience
University of St. Thomas October 2014 - Present
Orchard Hill Partners 2001 - Present
Jacob Schmidt Realty Company 1990 - Present
University of St. Thomas October 2011 - October 2014
BioScrip, Inc. 2005 - 2009
Hill Museum and Manuscript Library 2002 - 2008
Chronimed Inc. 2002 - 2005
University of Minnesota 2000 - 2003
Dain Bosworth 1987 - 1998
Skills
Strategic Planning, Management, Business Strategy, Strategy, Mergers, Process Improvement, Corporate Development, Leadership, Healthcare, Finance, Leadership Development, Training, Start-ups, Management Consulting, Marketing, Public Speaking, Contract Negotiation, Analysis, Entrepreneurship, Program Management, Business Development, Data Analysis, Coaching, Marketing Strategy, Cross-functional Team..., Investments, Change Management, Nonprofits, Mergers & Acquisitions, Project Management, Policy, Business Planning, Organizational..., Product Management, Team Leadership, Executive Management, Team Building, Competitive Analysis, Financial Modeling, Product Development, Fundraising, Budgets, Financial Analysis, New Business Development, Business Process..., Risk Management, Market Research, Consulting, Executive Coaching
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Saint John's University 1979 — 1983
BS, Economics
Henry Sibley High School 1977 — 1979
University of St. Thomas October 2014 - Present
Orchard Hill Partners 2001 - Present
Jacob Schmidt Realty Company 1990 - Present
University of St. Thomas October 2011 - October 2014
BioScrip, Inc. 2005 - 2009
Hill Museum and Manuscript Library 2002 - 2008
Chronimed Inc. 2002 - 2005
University of Minnesota 2000 - 2003
Dain Bosworth 1987 - 1998
Skills
Strategic Planning, Management, Business Strategy, Strategy, Mergers, Process Improvement, Corporate Development, Leadership, Healthcare, Finance, Leadership Development, Training, Start-ups, Management Consulting, Marketing, Public Speaking, Contract Negotiation, Analysis, Entrepreneurship, Program Management, Business Development, Data Analysis, Coaching, Marketing Strategy, Cross-functional Team..., Investments, Change Management, Nonprofits, Mergers & Acquisitions, Project Management, Policy, Business Planning, Organizational..., Product Management, Team Leadership, Executive Management, Team Building, Competitive Analysis, Financial Modeling, Product Development, Fundraising, Budgets, Financial Analysis, New Business Development, Business Process..., Risk Management, Market Research, Consulting, Executive Coaching
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Saint John's University 1979 — 1983
BS, Economics
Henry Sibley High School 1977 — 1979
Edward Foy Edward Foy's Dain Bosworth Experience 1980 - 1984
Job President & Chief Investment Officer at Foy Financial Services, Inc.
Industry Investment Management
Experience
Foy Financial Services, Inc. 1993 - Present
Foy Financial Services, Inc. 1987 - Present
EF Hutton 1984 - 1987
Dain Bosworth 1980 - 1984
Skills
Portfolio Management, Asset Allocation, Risk Management, Estate Planning, Technical Analysis, Financial Planning
Education
Dana College 1970 — 1974
Bacholor of Science, cum laude, Biology
Ralston High School 1966 — 1970
Valedictorian
Foy Financial Services, Inc. 1993 - Present
Foy Financial Services, Inc. 1987 - Present
EF Hutton 1984 - 1987
Dain Bosworth 1980 - 1984
Skills
Portfolio Management, Asset Allocation, Risk Management, Estate Planning, Technical Analysis, Financial Planning
Education
Dana College 1970 — 1974
Bacholor of Science, cum laude, Biology
Ralston High School 1966 — 1970
Valedictorian
Howard Silfen Howard Silfen's Dain Bosworth Experience 1997 - 1999
Job TRADER / FINANCIAL ADVISOR
Industry Financial Services
Experience
Transcend Capital January 2015 - Present
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Oppenheimer & Co. March 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2011
Dain Bosworth 1997 - 1999
Merrill Lynch February 1983 - February 1987
Skills
Series 63, Equity Trading, Equities, Asset Management, Electronic Trading, Trading Systems, Capital Markets, Institutional, Asset Allocation, Stocks, Series 24, Wealth Management, Risk Management, Mutual Funds, Bonds, Fixed Income, Financial Markets, Financial Planning, Proprietary Trading, Stock Picking, Asset, Investments, Asset Managment, Dark Pools, Algos, Block Trading, Institutional Accounts, Total Return, Fixed Income Portfolio..., Bond Funds, Tactical Asset..., Global Tactical Asset..., Alternative Investment..., Fixed Income Strategies, FINRA, Finance, Investment Strategies, Market Making, Portfolio Management, Alternative Investments, series 7 24 55 63 66..., Trading Strategies, Bloomberg, Securities, Series 7, Hedge Funds, Trading, Equity Research, Investment Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1979
BS Finance, Finance, Economics
Transcend Capital January 2015 - Present
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Transcend Capital 2014 - 2015
Oppenheimer & Co. March 2012 - July 2013
Morgan Stanley Wealth Management July 2010 - April 2011
Dain Bosworth 1997 - 1999
Merrill Lynch February 1983 - February 1987
Skills
Series 63, Equity Trading, Equities, Asset Management, Electronic Trading, Trading Systems, Capital Markets, Institutional, Asset Allocation, Stocks, Series 24, Wealth Management, Risk Management, Mutual Funds, Bonds, Fixed Income, Financial Markets, Financial Planning, Proprietary Trading, Stock Picking, Asset, Investments, Asset Managment, Dark Pools, Algos, Block Trading, Institutional Accounts, Total Return, Fixed Income Portfolio..., Bond Funds, Tactical Asset..., Global Tactical Asset..., Alternative Investment..., Fixed Income Strategies, FINRA, Finance, Investment Strategies, Market Making, Portfolio Management, Alternative Investments, series 7 24 55 63 66..., Trading Strategies, Bloomberg, Securities, Series 7, Hedge Funds, Trading, Equity Research, Investment Management
Education
California State University-Long Beach - College of Business Administration 1976 — 1979
BS Finance, Finance, Economics
Mark Hines Mark Hines's Dain Bosworth Experience May 1992 - January 1996
Job Hines Capital Group
Industry Investment Management
Experience
Hines Capital Group 2005 - Present
Raymond James July 1999 - November 2004
Perkins, Smart and Boyd, Inc. March 1996 - July 1999
Dain Bosworth May 1992 - January 1996
Block Asset Management 1986 - 1990
Skills
Investments, Financial Analysis, Budgeting, Customer Service, Sales Management, Financial Planning, Insurance, New Business Development, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Small Business, Real Estate, Compliance, Account Management
Education
Central Methodist College
William Jewell College
B.S., Business Management
Hines Capital Group 2005 - Present
Raymond James July 1999 - November 2004
Perkins, Smart and Boyd, Inc. March 1996 - July 1999
Dain Bosworth May 1992 - January 1996
Block Asset Management 1986 - 1990
Skills
Investments, Financial Analysis, Budgeting, Customer Service, Sales Management, Financial Planning, Insurance, New Business Development, Portfolio Management, Asset Management, Mutual Funds, Retirement Planning, Small Business, Real Estate, Compliance, Account Management
Education
Central Methodist College
William Jewell College
B.S., Business Management
Greg Kulka Greg Kulka's Dain Bosworth Experience 1987 - 1991
Job CEO, Guardian Wealth Advisors
Industry Investment Management
Experience
Guardian Wealth Advisors June 2007 - Present
Kopp Investment Advisors August 1991 - August 2006
Dain Bosworth 1987 - 1991
Skills
Registered Investment..., Exchange Traded Funds..., Mutual Funds, Investment products, Distribution development, Asset Management, Separately Managed..., Investment Advisory, Investment Strategies, Wealth, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Allocation
Education
University of Minnesota-Twin Cities
BA, Communications
Guardian Wealth Advisors June 2007 - Present
Kopp Investment Advisors August 1991 - August 2006
Dain Bosworth 1987 - 1991
Skills
Registered Investment..., Exchange Traded Funds..., Mutual Funds, Investment products, Distribution development, Asset Management, Separately Managed..., Investment Advisory, Investment Strategies, Wealth, Investments, Retirement Planning, Financial Analysis, Portfolio Management, Asset Allocation
Education
University of Minnesota-Twin Cities
BA, Communications
Mark Lubchenco's Dain Bosworth Experience May 1983 - July 1990
Job Managing Director, Cody Mgmt Ltd
Industry Capital Markets
Experience
Cody Management Ltd April 1992 - Present
Cody Mgmt Ltd February 1992 - Present
FS Weatlh Advisors April 2008 - December 2011
Dain Bosworth May 1983 - July 1990
Education
University of Colorado Boulder 1970 — 1974
BA, Mass Communication/Marketing
Cody Management Ltd April 1992 - Present
Cody Mgmt Ltd February 1992 - Present
FS Weatlh Advisors April 2008 - December 2011
Dain Bosworth May 1983 - July 1990
Education
University of Colorado Boulder 1970 — 1974
BA, Mass Communication/Marketing
Herbert Neufeld Herbert Neufeld's Dain Bosworth Experience 1998 - 2003
Job VP & Senior Municipal Lender at U.S. Bank
Industry Banking
Experience
US Bank November 2000 - Present
Dain Bosworth 1998 - 2003
Skills
Loans, Commercial Lending, Commercial Banking, Government, Credit Analysis, Credit, Structured Finance, Banking, Small Business Lending, Portfolio Management, Bonds, Investments
Education
University of Colorado Denver 1980 — 1987
B.S. - Finance, Finance, Real Estate
US Bank November 2000 - Present
Dain Bosworth 1998 - 2003
Skills
Loans, Commercial Lending, Commercial Banking, Government, Credit Analysis, Credit, Structured Finance, Banking, Small Business Lending, Portfolio Management, Bonds, Investments
Education
University of Colorado Denver 1980 — 1987
B.S. - Finance, Finance, Real Estate
Christina (Kirsty) McCracken Christina (Kirsty) McCracken's Dain Bosworth Experience 1986 - 1989
Job Experienced administrative assistant with heavy meeting planner skills. Currently looking for a good fit.
Industry Airlines/Aviation
Experience
DCTC January 2010 - May 2014
Davidson Hotels & Resorts November 2012 - June 2013
Liberty Mutual Insurance May 2010 - November 2012
Phoenix Distributing August 2008 - May 2010
Civil Air Patrol November 2005 - August 2008
Northwest Airlines September 1989 - April 2002
Dain Bosworth 1986 - 1989
Skills
Customer Service, Event Planning, Budgeting, Excel, Scheduling, Travel, Accounts Payable, Accounts Receivable, Quickbooks, Word, Project Coordination, Volunteer Coordination, Organizing, Volunteer Organization, Volunteer Leadership, Meeting Planning, Outlook, Microsoft Office, Event Management, PowerPoint, Travel Arrangements, Budgets, Leadership, Sales, Volunteer Management, Account Management, Process Scheduler, Hospitality, Catering, Time Management, Data Entry, Microsoft Excel, Microsoft Word
Education
Dakota County Technical College 2010 — 2014
Certificate, Meeting and Event Management
Regina High School 1974 — 1978
Diploma, General Studies
DCTC January 2010 - May 2014
Davidson Hotels & Resorts November 2012 - June 2013
Liberty Mutual Insurance May 2010 - November 2012
Phoenix Distributing August 2008 - May 2010
Civil Air Patrol November 2005 - August 2008
Northwest Airlines September 1989 - April 2002
Dain Bosworth 1986 - 1989
Skills
Customer Service, Event Planning, Budgeting, Excel, Scheduling, Travel, Accounts Payable, Accounts Receivable, Quickbooks, Word, Project Coordination, Volunteer Coordination, Organizing, Volunteer Organization, Volunteer Leadership, Meeting Planning, Outlook, Microsoft Office, Event Management, PowerPoint, Travel Arrangements, Budgets, Leadership, Sales, Volunteer Management, Account Management, Process Scheduler, Hospitality, Catering, Time Management, Data Entry, Microsoft Excel, Microsoft Word
Education
Dakota County Technical College 2010 — 2014
Certificate, Meeting and Event Management
Regina High School 1974 — 1978
Diploma, General Studies
Alex Cena Alex Cena's Dain Bosworth Experience 1991 - 1992
Job Experienced SellSide Equity Research Analyst Covering Investments Internationally For Institutional Investors
Industry Financial Services
Experience
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Mary Lein's Dain Bosworth Experience 1989 - 1996
Job
Industry Commercial Real Estate
Experience
Re/Max Results Commercial 2011 - Present
Lein Electric Incorporated 1997 - Present
Dain Bosworth 1989 - 1996
Wells Fargo Capital Finance 1985 - 1988
Skills
Real Estate, Residential, Negotiation, Construction, Real Estate Investment, Investment Properties, Brokerage
Education
Bethel University
Business Management
University of Minnesota-Twin Cities
Re/Max Results Commercial 2011 - Present
Lein Electric Incorporated 1997 - Present
Dain Bosworth 1989 - 1996
Wells Fargo Capital Finance 1985 - 1988
Skills
Real Estate, Residential, Negotiation, Construction, Real Estate Investment, Investment Properties, Brokerage
Education
Bethel University
Business Management
University of Minnesota-Twin Cities
Sharon M. Marshall's Dain Bosworth Experience July 1992 - December 1993
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
Incomeworks/Commonwealth Financial January 2009 - January 2014
The Grammar School at Somersville 2000 - 2008
Energize Springfield March 1995 - June 2000
Dain Bosworth July 1992 - December 1993
Merrill Lynch September 1988 - July 1992
Fifth Third Bank June 1985 - September 1988
Skills
Wealth Management, Investment Management, Retirement Income, Savings Strategies, Mutual Funds, Retirement, Banking, Investments, Equities, Hold Series 7, Hold Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance, Uniform Combined State...
Education
University of Minnesota-Twin Cities 1989 — 1990
B.S. in Business Administration and Economics
University of Kentucky 1983 — 1987
Business Administration and Economics
Northwestern Mutual January 2014 - Present
Incomeworks/Commonwealth Financial January 2009 - January 2014
The Grammar School at Somersville 2000 - 2008
Energize Springfield March 1995 - June 2000
Dain Bosworth July 1992 - December 1993
Merrill Lynch September 1988 - July 1992
Fifth Third Bank June 1985 - September 1988
Skills
Wealth Management, Investment Management, Retirement Income, Savings Strategies, Mutual Funds, Retirement, Banking, Investments, Equities, Hold Series 7, Hold Series 66, Life Insurance, Disability Insurance, Long Term Care Insurance, Uniform Combined State...
Education
University of Minnesota-Twin Cities 1989 — 1990
B.S. in Business Administration and Economics
University of Kentucky 1983 — 1987
Business Administration and Economics
Rachel Asburry Rachel Asburry's Dain Bosworth Experience 1989 - 1990
Job Project Coordinator at The Lutheran Church—Missouri Synod
Industry Religious Institutions
Experience
Lutheran Church MIssouri Synod May 2011 - Present
Lutheran Church MIssouri Synod October 2004 - May 2011
Concordia Seminary St Louis October 2002 - October 2004
Dain Bosworth 1989 - 1990
Skills
Volunteer Management, Community Outreach, Non-profits, Religion, Event Planning, System Administration, Editing, Church Events, Volunteer Training, Microsoft Word, Event Management, Nonprofits, Leadership Development, Liturgy
Education
Concordia University-Portland 1982 — 1986
Bachelor of Arts in Business Administration (B.A.), Business Administration and Management, General
Lutheran Church MIssouri Synod May 2011 - Present
Lutheran Church MIssouri Synod October 2004 - May 2011
Concordia Seminary St Louis October 2002 - October 2004
Dain Bosworth 1989 - 1990
Skills
Volunteer Management, Community Outreach, Non-profits, Religion, Event Planning, System Administration, Editing, Church Events, Volunteer Training, Microsoft Word, Event Management, Nonprofits, Leadership Development, Liturgy
Education
Concordia University-Portland 1982 — 1986
Bachelor of Arts in Business Administration (B.A.), Business Administration and Management, General
Dori Fife Dori Fife's Dain Bosworth Experience 1996 - 1999
Job Sr Business Analyst at Target
Industry Retail
Experience
Target 2004 - Present
Management System Solutions, Inc. 1999 - February 2002
Dain Bosworth 1996 - 1999
Skills
Business Analysis, SDLC, Business Process..., Visio, Business Process, Requirements Analysis, Business Intelligence, Process Improvement, SharePoint, Software Project..., IT Strategy, ERP, Project Management, PMP
Education
Morningside College 1984 — 1987
Bachelor of Science, Computer Science Math and Business emphasis
Broomfield High School 1981 — 1984
Target 2004 - Present
Management System Solutions, Inc. 1999 - February 2002
Dain Bosworth 1996 - 1999
Skills
Business Analysis, SDLC, Business Process..., Visio, Business Process, Requirements Analysis, Business Intelligence, Process Improvement, SharePoint, Software Project..., IT Strategy, ERP, Project Management, PMP
Education
Morningside College 1984 — 1987
Bachelor of Science, Computer Science Math and Business emphasis
Broomfield High School 1981 — 1984
Patrick F. Donovan Patrick F. Donovan's Dain Bosworth Experience January 1995 - July 1996
Job Financial Advisor at Merrill Lynch with 27 years Wall Street experience
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Maxcor Financial Group July 1996 - May 2005
Dain Bosworth January 1995 - July 1996
First Boston August 1985 - December 1994
Odell, Roper and Associates May 1983 - July 1985
Education
The Catholic University of America 1982 — 1984
M.A., Politics
Hillsdale College 1978 — 1982
BA, History and Political Economy
South Side High School, Rockville Centre, NY 1975 — 1978
Merrill Lynch March 2007 - Present
Maxcor Financial Group July 1996 - May 2005
Dain Bosworth January 1995 - July 1996
First Boston August 1985 - December 1994
Odell, Roper and Associates May 1983 - July 1985
Education
The Catholic University of America 1982 — 1984
M.A., Politics
Hillsdale College 1978 — 1982
BA, History and Political Economy
South Side High School, Rockville Centre, NY 1975 — 1978
Jim Fehrenbach Jim Fehrenbach's Dain Bosworth Experience September 1989 - September 1995
Job Director of Institutional Equity Distribution at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2007 - Present
Piper Jaffray October 2003 - October 2007
Piper Jaffray September 1995 - October 2003
Dain Bosworth September 1989 - September 1995
Skills
Equity Trading, Equity Research, Series 63, Equities, Series 7, Financial Markets, Trading, Securities, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Valuation, Investments, Alternative Investments, Options, Series 24, ETFs, Trading Systems, Electronic Trading, Equity Valuation, Mutual Funds, Asset Management, Bonds, FINRA, Investment Management, Bloomberg Terminal, Wealth Management
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (BS), Finance, General
Piper Jaffray October 2007 - Present
Piper Jaffray October 2003 - October 2007
Piper Jaffray September 1995 - October 2003
Dain Bosworth September 1989 - September 1995
Skills
Equity Trading, Equity Research, Series 63, Equities, Series 7, Financial Markets, Trading, Securities, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Valuation, Investments, Alternative Investments, Options, Series 24, ETFs, Trading Systems, Electronic Trading, Equity Valuation, Mutual Funds, Asset Management, Bonds, FINRA, Investment Management, Bloomberg Terminal, Wealth Management
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (BS), Finance, General
Rachelle Holm, M.A. Rachelle Holm, M.A.'s Dain Bosworth Experience 1990 - 1997
Job Senior Manager, Workplace Development at Greater Twin Cities United Way
Industry Higher Education
Experience
Greater Twin Cities United Way May 2011 - Present
Insight Coaching & Consulting LLC January 2009 - Present
University of Northwestern - St. Paul June 2008 - May 2011
University of St. Thomas September 2006 - June 2008
EFCA February 2005 - September 2006
Bethel University February 1997 - February 2005
Dain Bosworth 1990 - 1997
Wooddale Church 1989 - 1992
Skills
Non-profits, Fundraising, Staff Development, Leadership Development, Sales Management, Collaborative Problem..., Team Building, Cross-functional Team..., Strategic Thinking, Idea Generation, StrengthsFinder, Higher Education, Strategic Planning, Strengthsfinder Trainer..., Program Development, Event Planning, Organizational..., Sales, Maximizer, Positivity, Strategic Partnerships, Activator, Public Speaking, Volunteer Management, Community Outreach, Nonprofits, Public Relations, Strategy, Event Management, Management, Coaching, Conflict Resolution, Marketing, Leadership, Adult Education, Community Development, Training, Grant Writing, Philanthropy, Career Counseling, Social Networking, Grants, Board Development, Program Management, Newsletters, Non-profit..., Marketing Communications, Teaching, Social Media, Editing
Education
Bethel University 1998 — 2000
MA, Organizational Leadership
Bethel University 1998 — 2000
masters, organizational leadership
Hendrum-Perley High School
Greater Twin Cities United Way May 2011 - Present
Insight Coaching & Consulting LLC January 2009 - Present
University of Northwestern - St. Paul June 2008 - May 2011
University of St. Thomas September 2006 - June 2008
EFCA February 2005 - September 2006
Bethel University February 1997 - February 2005
Dain Bosworth 1990 - 1997
Wooddale Church 1989 - 1992
Skills
Non-profits, Fundraising, Staff Development, Leadership Development, Sales Management, Collaborative Problem..., Team Building, Cross-functional Team..., Strategic Thinking, Idea Generation, StrengthsFinder, Higher Education, Strategic Planning, Strengthsfinder Trainer..., Program Development, Event Planning, Organizational..., Sales, Maximizer, Positivity, Strategic Partnerships, Activator, Public Speaking, Volunteer Management, Community Outreach, Nonprofits, Public Relations, Strategy, Event Management, Management, Coaching, Conflict Resolution, Marketing, Leadership, Adult Education, Community Development, Training, Grant Writing, Philanthropy, Career Counseling, Social Networking, Grants, Board Development, Program Management, Newsletters, Non-profit..., Marketing Communications, Teaching, Social Media, Editing
Education
Bethel University 1998 — 2000
MA, Organizational Leadership
Bethel University 1998 — 2000
masters, organizational leadership
Hendrum-Perley High School
Carol Eslinger Carol Eslinger's Dain Bosworth Experience 1995 - 1999
Job Consultant, Finance and Strategic Planning
Industry Financial Services
Experience
Voyager Asset Management 2008 - 2008
RBC Dain Rauscher 2002 - 2008
Lived Abroad 1999 - 2001
Dain Bosworth 1995 - 1999
Dain Bosworth 1993 - 1995
General Mills 1983 - 1993
Skills
Financial Analysis, Strategic Planning, Risk Management, Department Budgeting, Project Management, Acquisition Integration, Long Term Business..., Product Development..., Legal Document Review
Education
University of Minnesota-Twin Cities 1984 — 1989
Master of Business Administration (MBA), Finance, General
St. Olaf College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Voyager Asset Management 2008 - 2008
RBC Dain Rauscher 2002 - 2008
Lived Abroad 1999 - 2001
Dain Bosworth 1995 - 1999
Dain Bosworth 1993 - 1995
General Mills 1983 - 1993
Skills
Financial Analysis, Strategic Planning, Risk Management, Department Budgeting, Project Management, Acquisition Integration, Long Term Business..., Product Development..., Legal Document Review
Education
University of Minnesota-Twin Cities 1984 — 1989
Master of Business Administration (MBA), Finance, General
St. Olaf College 1979 — 1983
Bachelor of Arts (B.A.), Economics
David J. Evans, CFP® David J. Evans, CFP®'s Dain Bosworth Experience 1982 - 1985
Job Senior Vice President Financial Advisor, Portfolio Manager Portfolio Focus, The Evans Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2012 - Present
Merrill Lynch September 2008 - September 2012
Wachovia Securities, LLC. 2000 - 2008
Dain Rauscher 1990 - 2000
Hanifen Imhoff 1985 - 1990
Dain Bosworth 1982 - 1985
Boettcher & Company 1979 - 1982
Paine Webber Jackson & Curtis 1976 - 1979
Bosworth Sullivan & Co 1976 - 1976
Education
University of Colorado at Boulder 1970 — 1974
Bachelor's Degree, Microbiology
RBC Wealth Management September 2012 - Present
Merrill Lynch September 2008 - September 2012
Wachovia Securities, LLC. 2000 - 2008
Dain Rauscher 1990 - 2000
Hanifen Imhoff 1985 - 1990
Dain Bosworth 1982 - 1985
Boettcher & Company 1979 - 1982
Paine Webber Jackson & Curtis 1976 - 1979
Bosworth Sullivan & Co 1976 - 1976
Education
University of Colorado at Boulder 1970 — 1974
Bachelor's Degree, Microbiology
Jo Willegalle's Dain Bosworth Experience November 1992 - October 1997
Job Program Director at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2009 - May 2010
RBC Dain Rauscher August 2005 - April 2008
RBC Dain Rauscher November 2002 - January 2007
RBC Dain Rauscher January 2002 - November 2002
RBC Dain Rauscher January 2000 - December 2001
Dain Rauscher November 1997 - December 1999
dain bosworth November 1992 - October 1997
Skills
Performance Management, Change Management, Strategic Planning, Team Leadership, Risk Management, Training, Process Improvement, Business Process..., Business Development, Financial Services, Leadership, Management, Program Management, Project Management, Project Planning, Sales, Strategy, Wealth Management
Education
Colby College
BA
St. George's School
University of Minnesota - Carlson School of Management
MBA
University of St. Thomas
Certificate
Ameriprise Financial April 2009 - May 2010
RBC Dain Rauscher August 2005 - April 2008
RBC Dain Rauscher November 2002 - January 2007
RBC Dain Rauscher January 2002 - November 2002
RBC Dain Rauscher January 2000 - December 2001
Dain Rauscher November 1997 - December 1999
dain bosworth November 1992 - October 1997
Skills
Performance Management, Change Management, Strategic Planning, Team Leadership, Risk Management, Training, Process Improvement, Business Process..., Business Development, Financial Services, Leadership, Management, Program Management, Project Management, Project Planning, Sales, Strategy, Wealth Management
Education
Colby College
BA
St. George's School
University of Minnesota - Carlson School of Management
MBA
University of St. Thomas
Certificate
James Towne's Dain Bosworth Experience April 1988 - August 1996
Job
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Steve Lillard's Dain Bosworth Experience May 1985 - March 1987
Job Regional Manager
Industry Financial Services
Experience
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Voya Financial Advisors June 2006 - Present
Financial Network Investment Corporation March 2003 - May 2006
Locust Street Securities June 1995 - March 2003
Financial Network Investment Corporation, Member SIPC November 1994 - May 1995
Midland Savings Bank December 1991 - October 1994
Midland Savings Bank April 1988 - December 1991
Merrill Lynch March 1987 - April 1988
Dain Bosworth May 1985 - March 1987
Education
Iowa State University 1979 — 1981
BS, Business Administration
Central College 1977 — 1979
Accounting & German
Cedar Rapids Jefferson High School 1976 — 1977
Urbandale High School 1973 — 1976
Steve DeMarais's Dain Bosworth Experience 1984 - 2001
Job Partner at Universal Financial Consultants
Industry Wholesale
Experience
Universal Financial Consultants January 2004 - Present
RBC May 1984 - February 2001
Dain Bosworth 1984 - 2001
Education
University of Minnesota-Twin Cities 1989 — 1991
Universal Financial Consultants January 2004 - Present
RBC May 1984 - February 2001
Dain Bosworth 1984 - 2001
Education
University of Minnesota-Twin Cities 1989 — 1991
Brock Matthias's Dain Bosworth Experience 1992 - 1995
Job Managing Director, VRA Partners, LLC | M&A Advisory Services | Capital Raising Services
Industry Investment Banking
Experience
VRA Partners, LLC September 2006 - Present
SunTrust Robinson Humphrey 2000 - 2006
First Physician Care 1995 - 1996
Dain Bosworth 1992 - 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
Princeton University 1988 — 1992
AB, Economics
Lincoln High School
VRA Partners, LLC September 2006 - Present
SunTrust Robinson Humphrey 2000 - 2006
First Physician Care 1995 - 1996
Dain Bosworth 1992 - 1995
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Finance
Princeton University 1988 — 1992
AB, Economics
Lincoln High School
Liesl Batz's Dain Bosworth Experience 1990 - 1992
Job Director, Executive Recruiter for Ameriprise/Columbia Management
Industry Staffing and Recruiting
Experience
Ameriprise Financial & Columbia Management May 2010 - Present
GF Parish Group June 2005 - July 2010
University Capital Strategies Group October 2003 - May 2005
Lakeside Investment Partners September 2001 - April 2003
Goldman Sachs Asset Management 1996 - 2001
Voyageur Asset Management 1993 - 1996
Dain Bosworth 1990 - 1992
Skills
Hedge Funds, Asset Management, Investments, Financial Services, Investment Management, Executive Search, Sales, Marketing, Talent Acquisition, Recruiting, Applicant Tracking..., Mutual Funds, Human Resources, Sourcing, Performance Management
Education
Gustavus Adolphus College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Ameriprise Financial & Columbia Management May 2010 - Present
GF Parish Group June 2005 - July 2010
University Capital Strategies Group October 2003 - May 2005
Lakeside Investment Partners September 2001 - April 2003
Goldman Sachs Asset Management 1996 - 2001
Voyageur Asset Management 1993 - 1996
Dain Bosworth 1990 - 1992
Skills
Hedge Funds, Asset Management, Investments, Financial Services, Investment Management, Executive Search, Sales, Marketing, Talent Acquisition, Recruiting, Applicant Tracking..., Mutual Funds, Human Resources, Sourcing, Performance Management
Education
Gustavus Adolphus College 1986 — 1990
Bachelor of Arts (B.A.), English Language and Literature, General
Lisa Clark (Blasing)'s Dain Bosworth Experience 1992 - 1995
Job Operations Manager at Wealth Enhancement Group
Industry Financial Services
Experience
Wealth Enhancement Group January 2013 - Present
Ameriprise Financial March 2011 - January 2013
Ameriprise Financial July 2009 - March 2011
Weatherly Consulting April 2007 - April 2009
Allianz Life- Questar Capital 2004 - 2007
Allianz Life 1995 - 2007
Allianz - USAllianz Securities/Questar Capital 2002 - 2004
Dain Bosworth 1992 - 1995
Education
University of Minnesota-Twin Cities 1988 — 1995
BA, Political Science
Roseville High School
Wealth Enhancement Group January 2013 - Present
Ameriprise Financial March 2011 - January 2013
Ameriprise Financial July 2009 - March 2011
Weatherly Consulting April 2007 - April 2009
Allianz Life- Questar Capital 2004 - 2007
Allianz Life 1995 - 2007
Allianz - USAllianz Securities/Questar Capital 2002 - 2004
Dain Bosworth 1992 - 1995
Education
University of Minnesota-Twin Cities 1988 — 1995
BA, Political Science
Roseville High School
Kristen Kimmell's Dain Bosworth Experience 1995 - 1998
Job Chief of Staff at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
RBC Wealth Management 2008 - 2009
RBC Capital Markets 2006 - 2008
RBC Dain Rauscher 2001 - 2006
Dain Rauscher 1999 - 2001
Dain Bosworth 1995 - 1998
Education
University of Jamestown 1989 — 1993
BA Accounting & BA Business Administration, Accouting & Business Administration
RBC Wealth Management December 2009 - Present
RBC Wealth Management 2008 - 2009
RBC Capital Markets 2006 - 2008
RBC Dain Rauscher 2001 - 2006
Dain Rauscher 1999 - 2001
Dain Bosworth 1995 - 1998
Education
University of Jamestown 1989 — 1993
BA Accounting & BA Business Administration, Accouting & Business Administration
Tim Blumentritt's Dain Bosworth Experience 1991 - 1994
Job Associate Professor of Management and Independent Consultant
Industry Higher Education
Experience
Kennesaw State University June 2005 - Present
Independent Consultant 2002 - Present
Coles College of Business August 2010 - July 2011
Coles College of Business August 2008 - October 2010
Kennesaw State University February 2009 - February 2010
Kennesaw State University June 2007 - December 2008
Michael J. Coles College of Business, Kennesaw State University August 2006 - August 2008
Marquette University August 1999 - May 2005
Dain Bosworth 1991 - 1994
Skills
Strategic Planning, Business Strategy, Teaching, Higher Education, Program Development, Non-profits, Public Speaking, Mentoring, Research, Management Consulting, Business Planning, Project Planning, Entrepreneurship, Nonprofits, PowerPoint, Staff Development, Coaching, Leadership, Fundraising, Event Planning, Program Management, Training, Project Management, Leadership Development, University Teaching, Management, Data Analysis, Marketing, Organizational..., Customer Service, E-Learning, Team Building, Microsoft Office, Social Media, Marketing Strategy, Strategy, Public Relations, Community Outreach, Social Networking, Student Engagement, Team Leadership, Grant Writing, Budgets, Student Affairs, Policy, Event Management, Instructional Design, Qualitative Research, Partial Differential..., Editing
Education
University of South Carolina-Columbia 1994 — 1999
PhD, International Business
University of Minnesota - Carlson School of Management 1991 — 1993
MBA, Business
University of Wisconsin-Eau Claire 1985 — 1989
BBA, Business
St. Thomas Academy 1981 — 1985
Kennesaw State University June 2005 - Present
Independent Consultant 2002 - Present
Coles College of Business August 2010 - July 2011
Coles College of Business August 2008 - October 2010
Kennesaw State University February 2009 - February 2010
Kennesaw State University June 2007 - December 2008
Michael J. Coles College of Business, Kennesaw State University August 2006 - August 2008
Marquette University August 1999 - May 2005
Dain Bosworth 1991 - 1994
Skills
Strategic Planning, Business Strategy, Teaching, Higher Education, Program Development, Non-profits, Public Speaking, Mentoring, Research, Management Consulting, Business Planning, Project Planning, Entrepreneurship, Nonprofits, PowerPoint, Staff Development, Coaching, Leadership, Fundraising, Event Planning, Program Management, Training, Project Management, Leadership Development, University Teaching, Management, Data Analysis, Marketing, Organizational..., Customer Service, E-Learning, Team Building, Microsoft Office, Social Media, Marketing Strategy, Strategy, Public Relations, Community Outreach, Social Networking, Student Engagement, Team Leadership, Grant Writing, Budgets, Student Affairs, Policy, Event Management, Instructional Design, Qualitative Research, Partial Differential..., Editing
Education
University of South Carolina-Columbia 1994 — 1999
PhD, International Business
University of Minnesota - Carlson School of Management 1991 — 1993
MBA, Business
University of Wisconsin-Eau Claire 1985 — 1989
BBA, Business
St. Thomas Academy 1981 — 1985
Vogel, Charlie's Dain Bosworth Experience 1987 - 1997
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
Joseph Haggenmiller's Dain Bosworth Experience 1989 - 1994
Job LCR Capital Partners
Industry Financial Services
Experience
LCR Capital Partners LLC February 2015 - Present
Presagium BVI Ltd. 2011 - Present
Spotex 2013 - Present
Presagium BVI Ltd 2011 - 2014
Presagium LLC 2009 - 2011
UBS Investment Bank 2003 - 2009
Credit Suisse First Boston 1997 - 2003
Dain Bosworth 1989 - 1994
Education
Harvard Business School
Master’s Degree
The London School of Economics and Political Science (LSE)
Macalester College
Bachelor’s Degree
LCR Capital Partners LLC February 2015 - Present
Presagium BVI Ltd. 2011 - Present
Spotex 2013 - Present
Presagium BVI Ltd 2011 - 2014
Presagium LLC 2009 - 2011
UBS Investment Bank 2003 - 2009
Credit Suisse First Boston 1997 - 2003
Dain Bosworth 1989 - 1994
Education
Harvard Business School
Master’s Degree
The London School of Economics and Political Science (LSE)
Macalester College
Bachelor’s Degree
Michael Schaefer's Dain Bosworth Experience September 1983 - July 1986
Job President at MPSchaefer, LLC
Industry Financial Services
Experience
MPSCHAEFER, LLC August 2011 - Present
Catholic Finance Corporation April 2000 - June 2011
Springsted Incorporated January 1991 - April 2000
Evensen Dodge August 1986 - December 1990
Dain Bosworth September 1983 - July 1986
Marquette University 1981 - 1983
Minnesota Fence and Iron Works 1979 - 1982
Skills
Strategic Financial..., Nonprofits, Capital Markets, Financial Analysis, Strategic Planning, Loans, Bonds, Budgets, Real Estate Economics, Securities, Financial Modeling, Structured Finance, Mergers & Acquisitions, Public Finance, New Business Development, Entrepreneurship, Project Finance, Management Consulting, Start-ups, Quantitative Finance, Real Estate Finance, Project Management, Customer Service, Customer Satisfaction, Investment Banking, Banking, Process Management, Distressed Debt, Turnaround Specialist, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Marquette University 1977 — 1983
BA/MA, Political Science/Economics
Simley High School, Inver Grove Heights, MN 1974 — 1977
St. John the Baptist 1965 — 1972
MPSCHAEFER, LLC August 2011 - Present
Catholic Finance Corporation April 2000 - June 2011
Springsted Incorporated January 1991 - April 2000
Evensen Dodge August 1986 - December 1990
Dain Bosworth September 1983 - July 1986
Marquette University 1981 - 1983
Minnesota Fence and Iron Works 1979 - 1982
Skills
Strategic Financial..., Nonprofits, Capital Markets, Financial Analysis, Strategic Planning, Loans, Bonds, Budgets, Real Estate Economics, Securities, Financial Modeling, Structured Finance, Mergers & Acquisitions, Public Finance, New Business Development, Entrepreneurship, Project Finance, Management Consulting, Start-ups, Quantitative Finance, Real Estate Finance, Project Management, Customer Service, Customer Satisfaction, Investment Banking, Banking, Process Management, Distressed Debt, Turnaround Specialist, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Marquette University 1977 — 1983
BA/MA, Political Science/Economics
Simley High School, Inver Grove Heights, MN 1974 — 1977
St. John the Baptist 1965 — 1972
William Orke's Dain Bosworth Experience March 1988 - June 1992
Job
Industry Investment Management
Experience
WCM Investment Management October 2002 - Present
Steward Capital Management February 1994 - October 2002
Roney & Company June 1992 - January 1994
Dain Bosworth March 1988 - June 1992
Education
University of Minnesota-Twin Cities
Bachelor
WCM Investment Management October 2002 - Present
Steward Capital Management February 1994 - October 2002
Roney & Company June 1992 - January 1994
Dain Bosworth March 1988 - June 1992
Education
University of Minnesota-Twin Cities
Bachelor
Tory Chiappelli's Dain Bosworth Experience 1992 - 1997
Job Financial Representative at COUNTRY ® Financial
Industry Financial Services
Experience
COUNTRY ® Financial February 2009 - Present
Fifth Third Bank 2007 - 2009
OptionsHouse 2006 - 2007
Puglisis & Company 2005 - 2006
Mesirow Financial 2003 - 2005
Mesirow Financial 2000 - 2003
GVR & Company 1999 - 2000
RJ Steichen 1997 - 1999
Dain Bosworth 1992 - 1997
Skills
Series 7, Mutual Funds, Securities, Series 63, Investments, Retirement Planning, Vendor Management, Fixed Annuities, Project Management, Coaching
Education
University of Illinois at Chicago 1987 — 1992
International Business
Series 7, 63, 55, 4, 24, Insurance licenses: Property, Casualty, Life, Health
COUNTRY ® Financial February 2009 - Present
Fifth Third Bank 2007 - 2009
OptionsHouse 2006 - 2007
Puglisis & Company 2005 - 2006
Mesirow Financial 2003 - 2005
Mesirow Financial 2000 - 2003
GVR & Company 1999 - 2000
RJ Steichen 1997 - 1999
Dain Bosworth 1992 - 1997
Skills
Series 7, Mutual Funds, Securities, Series 63, Investments, Retirement Planning, Vendor Management, Fixed Annuities, Project Management, Coaching
Education
University of Illinois at Chicago 1987 — 1992
International Business
Series 7, 63, 55, 4, 24, Insurance licenses: Property, Casualty, Life, Health
Karoline Enger's Dain Bosworth Experience December 1978 - August 1997
Job Independent Presenter at Younique Products
Industry Financial Services
Experience
Younique Products March 2014 - Present
of Nu Skin products October 2012 - Present
Metamorphosis Landscaping 1998 - 2013
Wells Fargo Investments, LLC 1999 - 2009
Dain Bosworth December 1978 - August 1997
Skills
Marketing Communications, Internal Communications, Corporate Communications, Financial Services, Strategic Communications, sales, Sales Process, Customer Service, Advertising, Direct Marketing, Email Marketing, Event Planning, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Media Relations, Newsletters, Online Marketing, Sales, Integrated Marketing, Social Media, Social Networking
Education
Augustana University (SD) 1974 — 1978
Younique Products March 2014 - Present
of Nu Skin products October 2012 - Present
Metamorphosis Landscaping 1998 - 2013
Wells Fargo Investments, LLC 1999 - 2009
Dain Bosworth December 1978 - August 1997
Skills
Marketing Communications, Internal Communications, Corporate Communications, Financial Services, Strategic Communications, sales, Sales Process, Customer Service, Advertising, Direct Marketing, Email Marketing, Event Planning, Leadership, Management, Marketing, Marketing Management, Marketing Strategy, Media Relations, Newsletters, Online Marketing, Sales, Integrated Marketing, Social Media, Social Networking
Education
Augustana University (SD) 1974 — 1978
Darrick Hills's Dain Bosworth Experience 1991 - 2000
Job Senior Securities Analyst at Travelers Companies
Industry Investment Management
Experience
Travelers Companies Board of DirectorsStages Theatre Company2006 - 2012
Dain Bosworth 1991 - 2000
Skills
Strategic Financial..., Financial Modeling
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Dartmouth College 1979 — 1983
AB, Economics
High School
Travelers Companies Board of DirectorsStages Theatre Company2006 - 2012
Dain Bosworth 1991 - 2000
Skills
Strategic Financial..., Financial Modeling
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Dartmouth College 1979 — 1983
AB, Economics
High School
Maureen Pettirossi's Dain Bosworth Experience 1990 - 1997
Job Assoc. Director, Global Equity Portfolio Mgmt at Wellington Management
Industry Financial Services
Experience
Wellington Management 2013 - Present
Wellington Management 2009 - 2013
MFS Investment Management 2005 - 2008
MFS Investment Management 2002 - 2005
American Express Financial Advisors 1999 - 2002
Wilke/Thompson Capital Management 1997 - 2000
Dain Bosworth 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business Administration, Finance
Wellington Management 2013 - Present
Wellington Management 2009 - 2013
MFS Investment Management 2005 - 2008
MFS Investment Management 2002 - 2005
American Express Financial Advisors 1999 - 2002
Wilke/Thompson Capital Management 1997 - 2000
Dain Bosworth 1990 - 1997
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business Administration, Finance
J Paul Newsome's Dain Bosworth Experience 1994 - 1996
Job managing director at Sandler O'Neill
Industry Investment Banking
Experience
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
Sandler O'Neill January 2007 - Present
Youthbridge 2005 - 2007
A.G. Edwards 2003 - 2007
Lehman Brothers 1999 - 2003
Oppenheimer & Co. 1996 - 1999
Dain Bosworth 1994 - 1996
Skills
Equities, Equity Research, Valuation, Hedge Funds, Asset Managment, Series 7, Capital Markets, Investments, Financial Modeling, Portfolio Management, Fixed Income, Financial Analysis
Education
Iowa State University 1991 — 1993
Masters, Economics
St. Olaf College 1986 — 1990
BA, Economics Math
Oak Grove Lutheran 1982 — 1986
David Thickens's Dain Bosworth Experience 1991 - 1997
Job President at Amnicon Bay Advisors
Industry Investment Management
Experience
Mission Hill Energy Advisors January 2010 - Present
Duluth Superior Alpine Club January 2005 - Present
Deephaven Capital Management 2002 - March 2009
Deephaven Capital Management 2002 - 2009
Dain Bosworth 1991 - 1997
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Venture Capital, Investor Relations, Investment Banking, Series 7, Valuation, Financial Modeling, Due Diligence, Global Macro, Alternative Investments, Asset Managment, Financial Analysis, Mergers, Bloomberg, Investments, Portfolio Management, Bonds
Education
Princeton University 1985 — 1990
A.B., Political Science, Economics
Exeter 1981 — 1985
Phillips Exeter 1981 — 1985
Mission Hill Energy Advisors January 2010 - Present
Duluth Superior Alpine Club January 2005 - Present
Deephaven Capital Management 2002 - March 2009
Deephaven Capital Management 2002 - 2009
Dain Bosworth 1991 - 1997
Skills
Hedge Funds, Equities, Fixed Income, Private Equity, Venture Capital, Investor Relations, Investment Banking, Series 7, Valuation, Financial Modeling, Due Diligence, Global Macro, Alternative Investments, Asset Managment, Financial Analysis, Mergers, Bloomberg, Investments, Portfolio Management, Bonds
Education
Princeton University 1985 — 1990
A.B., Political Science, Economics
Exeter 1981 — 1985
Phillips Exeter 1981 — 1985
Kathryn Mimms, CFA's Dain Bosworth Experience January 1981 - January 1987
Job Financial Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
Bloomberg LP March 1997 - May 2003
Bloomberg LP 1997 - 2003
Bear Stearns January 1987 - January 1991
Dain Bosworth January 1981 - January 1987
Bankers Trust Company January 1977 - January 1979
Education
The University of Texas at Austin
Bachelor of Arts, English
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Northwestern Mutual 2009 - Present
Bloomberg LP March 1997 - May 2003
Bloomberg LP 1997 - 2003
Bear Stearns January 1987 - January 1991
Dain Bosworth January 1981 - January 1987
Bankers Trust Company January 1977 - January 1979
Education
The University of Texas at Austin
Bachelor of Arts, English
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Blyth Brookman's Dain Bosworth Experience April 1985 - April 1992
Job Vice President Investment Officer at The Parr McKnight Wealth Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
The Parr McKnight Wealth Management Group of Wells Fargo Advisors, LLC April 1985 - Present
Dain Bosworth April 1985 - April 1992
Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Finance, Asset Allocation, Small Business, Nonprofits, Fixed Annuities, Securities, Financial Advisory, Public Speaking
Education
Metropolitan State University 1980 — 1982
Bachelor's degree-Business, Business Administration and Management, General
St. Cloud State University 1969 — 1972
Albert Lea High School 1967 — 1969
The Parr McKnight Wealth Management Group of Wells Fargo Advisors, LLC April 1985 - Present
Dain Bosworth April 1985 - April 1992
Skills
Investments, Retirement, Mutual Funds, Retirement Planning, Finance, Asset Allocation, Small Business, Nonprofits, Fixed Annuities, Securities, Financial Advisory, Public Speaking
Education
Metropolitan State University 1980 — 1982
Bachelor's degree-Business, Business Administration and Management, General
St. Cloud State University 1969 — 1972
Albert Lea High School 1967 — 1969
Christie Mosher's Dain Bosworth Experience 1995 - 1997
Job Experienced Financial Services Professional
Industry Capital Markets
Experience
RBC Capital Markets April 1988 - December 2011
RBC 1988 - 2011
RBC Capital Markets 2002 - 2003
RBC Capital Markets 2000 - 2002
Dain Rauscher Wessels 1997 - 2000
Dain Bosworth 1995 - 1997
Skills
Leadership, Operations, Relationship Management, Project Management, Account Management, Strategic Planning, Program Management, Team Development, Business Analysis, Risk Management, Equities, Capital Markets, Integration, Trading, Financial Modeling, Sales Management, Financial Analysis, Bloomberg, Fixed Income, Investments, Finance
Education
North Hennepin Community College
RBC Capital Markets April 1988 - December 2011
RBC 1988 - 2011
RBC Capital Markets 2002 - 2003
RBC Capital Markets 2000 - 2002
Dain Rauscher Wessels 1997 - 2000
Dain Bosworth 1995 - 1997
Skills
Leadership, Operations, Relationship Management, Project Management, Account Management, Strategic Planning, Program Management, Team Development, Business Analysis, Risk Management, Equities, Capital Markets, Integration, Trading, Financial Modeling, Sales Management, Financial Analysis, Bloomberg, Fixed Income, Investments, Finance
Education
North Hennepin Community College
Konstance (Konnie) Smith's Dain Bosworth Experience February 1990 - December 1991
Job Office Manager at ISD 535
Industry Education Management
Experience
Rochester Public Schools ISD #535 July 2011 - Present
Rochester Public Schools ISD #535 2010 - 2011
Rochester Public Schools ISD #535 June 2008 - June 2010
Rochester Public Schools ISD #535 August 2007 - June 2008
Konnie's Kids November 1999 - August 2007
IBM April 1996 - November 1998
Mayo Civic Center September 1987 - February 1996
Dean Witter Reynolds December 1991 - September 1993
City of Rochester September 1989 - March 1992
Dain Bosworth February 1990 - December 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Office Management, Research, Public Speaking, Outlook, Social Media, Event Management, Non-profits, Healthcare
Education
Faith Christian School 1976 — 1981
Rochester Community and Technical College
General Studies
Rochester Public Schools ISD #535 July 2011 - Present
Rochester Public Schools ISD #535 2010 - 2011
Rochester Public Schools ISD #535 June 2008 - June 2010
Rochester Public Schools ISD #535 August 2007 - June 2008
Konnie's Kids November 1999 - August 2007
IBM April 1996 - November 1998
Mayo Civic Center September 1987 - February 1996
Dean Witter Reynolds December 1991 - September 1993
City of Rochester September 1989 - March 1992
Dain Bosworth February 1990 - December 1991
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Event Planning, Office Management, Research, Public Speaking, Outlook, Social Media, Event Management, Non-profits, Healthcare
Education
Faith Christian School 1976 — 1981
Rochester Community and Technical College
General Studies