Dana Investment Advisors

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Dana Investment Advisors Employees

Employee
Years
Job
Industry
David Scheidt David Scheidt San Francisco Bay Area Details
David Scheidt's Dana Investment Advisors Experience March 2010 - January 2012
Job Owner Mastro Scheidt Cellars
Industry Wine and Spirits
Experience
Mastro Scheidt Family Cellars   June 2007 - Present
Scheidt Asset Management   June 2012 - May 2015
Dana Investment Advisors   March 2010 - January 2012
Payden & Rygel  August 2007 - August 2009
Union Bank of California  December 2005 - July 2007
DecisionAnalytics   April 1997 - November 2005

Skills
Winemaking, Asset Management, Alternative Investments, Investment Strategies, Investments, Asset Managment, Mutual Funds, Investment Management, Asset Allocation, Investment Advisory, Wealth Management, Portfolio Management, Series 7, Retirement, Fixed Income, Retirement Planning, Equities, Securities, Wealth Management..., Financial Advisory, Capital Markets, Wealth, Trading, Hedge Funds, 401k, Wine, ETFs, Pensions, Series 63, Financial Services, Financial Markets, Bonds, Relationship Management, Wine Sales, Wine Education, Wine & Spirits Industry, Food & Beverage

Education
California State University-Fresno   1989 — 1993
Business Administration, Finance

Ford Smith Ford Smith Greater New York City Area Details
Ford Smith's Dana Investment Advisors Experience 1993 - 1996
Job Senior Consultant at NFP Executive Benefits
Industry Financial Services
Experience
NFP Executive Benefits  November 2013 - Present
Southport Mortgage   June 2012 - November 2013
IBASCO   2007 - March 2012
MEAG NY [Munich Re]   1996 - 2007
Dana Investment Advisors   1993 - 1996
Grantham, Mayo, Van Otterloo & Co.   1989 - 1992
Bank of Boston  1983 - 1989

Skills
Institutional Sales, Fixed Income, Project Management, Portfolio Management, Mutual Funds, Investments, Bonds, Trading, Asset Allocation, Emerging Markets, Securities, Risk Management, MBS, Hedge Funds, Alternative Investments, ABS, Institutional..., Credit, Asset Managment, Asset Management, Equity Research, Equities, Investment Strategies, Investment Management, Financial Risk, Finance, Capital Markets, Valuation, Structured Products, Structured Finance, Derivatives, Bloomberg, Investment Banking, Fund Of Funds, Financial Markets, Options, Financial Structuring

Education
Boston University - Graduate School of Management   1982 — 1988
MBA

Georgetown University   1976 — 1979
BS Foreign Service, International Politics

Haverford School

J. Joseph Veranth J. Joseph Veranth Greater Milwaukee Area Details
J. Joseph Veranth's Dana Investment Advisors Experience Relationship ManagerBank of New York Mellon1985 - 1995
Job Chief Investment Officer at Dana Investment Advisors
Industry Investment Management
Experience
Dana Investment Advisors   Relationship ManagerBank of New York Mellon1985 - 1995

Skills
Asset Management, Portfolio Management, Analysis, Customer Relations, Investment Strategies, Investments, Trading, Research, Equities, Marketing Strategy, Small Business, Financial Planning, Financial Analysis, Public Speaking, Fixed Income, Wealth Management

Education
New York University - Leonard N. Stern School of Business   1987 — 1990
MBA, Finance, International Business

Northwestern University   1980 — 1984
BA, Humanities

Marcus Paulson Marcus Paulson Milwaukee, Wisconsin Details
Marcus Paulson's Dana Investment Advisors Experience July 2014 - August 2014
Job Investment Banking Analyst at Drexel Hamilton, LLC
Industry Financial Services
Experience
Drexel Hamilton, LLC  August 2015 - Present
Valcata Capital Partners, LLC   May 2015 - July 2015
Dana Investment Advisors   July 2014 - August 2014

Education
University of Wisconsin-Milwaukee   2014 — 2016
Master’s Degree, Finance Analysis, 3.6

Carlson School of Management   2010 — 2014
Bachelor’s Degree, Finance

Noaman Sharief Noaman Sharief United States Details
Noaman Sharief's Dana Investment Advisors Experience June 2008 - Present
Job Fixed Income Portfolio Manager
Industry Financial Services
Experience
Dana Investment Advisors   June 2008 - Present
Sovereign Advisers   January 2006 - December 2007
Credit Suisse First Boston  2005 - 2005

Skills
Investments, Fixed Income Analysis, Fixed Income Portfolio..., Trading, Graphic Design, Web Design, Presentations, Coaching, Teaching, Volunteer Training, Non-profit Boards, Value Creation, Business Networking, Marketing Strategy, Portfolio Management, Fixed Income, Valuation, Bonds, Asset Allocation, Financial Analysis, Bloomberg, Investment Strategies, Equities, Asset Management, Wealth Management, Alternative Investments, Equity Valuation, Series 7, Separately Managed..., Investment Management, ETFs, Capital Markets, Bloomberg Terminal, Hedge Funds, Series 63, Securities, Hedging, MBS, Proprietary Trading, Structured Products, Investment Advisory, Trading Strategies

Education
Siva Sivani Public School

University of Illinois at Urbana-Champaign
BS

University of Wisconsin-Milwaukee - Lubar School of Business
MBA

Deborah Trask Deborah Trask Dallas/Fort Worth Area Details
Deborah Trask's Dana Investment Advisors Experience 1999 - 2005
Job Chief Operating Officer at HIllcrest Asset Management
Industry Financial Services
Experience
Hillcrest Asset Management   October 2007 - Present
Center for Investment Research   1995 - Present
Institutional Investor  1995 - Present
Journal of Behavioral Finance   1999 - 2011
Institutional Investor Journals   1996 - 2011
RPF Equity Advisors   2005 - 2006
Dana Investment Advisors   1999 - 2005
Intercoast Capital Company   1994 - 1996
State Street Global Advisors  1990 - 1994
The Boston Company  1988 - 1989

Education
University of Texas at Dallas - Naveen Jindal School of Management   1997 — 2001
MBA, Finance

Northeastern University   1980 — 1984
BS, Business Administration

Middlesex Community College   1974 — 1976
AS, Dental Hygiene

Lori Piekarski Lori Piekarski Greater Milwaukee Area Details
Lori Piekarski's Dana Investment Advisors Experience May 1994 - Present
Job Assistant Vice President at Dana Investment Advisors
Industry Investment Management
Experience
Dana Investment Advisors   May 1994 - Present

Skills
Fixed Income, Management, Customer Service, Asset Management, Portfolio Management, Marketing, Mutual Funds, Equities, Sales, Strategic Planning, Financial Services, Microsoft Excel, Investments, Process Improvement, Leadership

Education
Cardinal Stritch University
MBA, Business Administration and Management, General

University of Wisconsin-Eau Claire
Bachelor of Business

Duane Roberts Duane Roberts Dallas/Fort Worth Area Details
Duane Roberts's Dana Investment Advisors Experience June 1999 - Present
Job Portfolio Manager at Dana Investment Advisors
Industry Financial Services
Experience
Dana Investment Advisors   June 1999 - Present
Altura Software   1990 - 1998

Education
Southern Methodist University - Cox School of Business   1997 — 1999
MBA, Finance

Stanford University   1980 — 1981
MS, Statistics

Rice University   1976 — 1980
BS, Math, Electrical Engineering

Matt Slowinski Matt Slowinski Greater Milwaukee Area Details
Matt Slowinski's Dana Investment Advisors Experience March 2008 - Present
Job Vice President Portfolio Manager at Dana Investment Advisors
Industry Investment Management
Experience
Dana Investment Advisors   March 2008 - Present
Wells Capital Management  September 2004 - March 2008
UBS Financial Services  2003 - 2003

Skills
Portfolio Management, Fixed Income, Investments, Asset Management

Education
Penn State University   2007 — 2009
MBA

University of Wisconsin-Milwaukee   2000 — 2003
BBA, Finance

wilmot

David Hardeman David Hardeman Greater Milwaukee Area Details
David Hardeman's Dana Investment Advisors Experience January 2015 - Present
Job Accountant at Dana Investment Advisors
Industry Financial Services
Experience
Dana Investment Advisors   January 2015 - Present
UMB Fund Services  July 2008 - January 2015
US Bank  April 2007 - July 2008
FedEx Office  October 2003 - May 2007

Skills
Hedge Funds, Financial Services, Alternative Investments, Securities, Financial Analysis, Investments, Banking, Microsoft Excel, Mutual Funds, Process Improvement, Customer Service, Analysis, Retirement, Outlook, Microsoft Office, Microsoft Word, PowerPoint, Sales, Research

Education
The University of Tennessee at Chattanooga   2001 — 2003
BSBA, Finance

Chattanooga State Community College   1996 — 2001
Associate's degree, Business Administration and Management, General

Sandy Dupies Sandy Dupies Brookfield, Wisconsin Details
Sandy Dupies's Dana Investment Advisors Experience March 2001 - Present
Job AVP/Administraton at Dana Investment Advisors
Industry Investment Management
Experience
Dana Investment Advisors   March 2001 - Present

Skills
Fixed Income, Equities, Bloomberg, Investments, GIPS

Education
Alverno College
Bachelor of Science (BS), Business/Communications