Dougherty & Company

Industry: Capital market company

Description

Founded: 1977 Subsidiaries: Dougherty Funding LLC, Cronin & Co, Inc.,

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Dougherty & Company Employees

Employee
Years
Job
Industry
Andrea James Andrea James Greater Seattle Area Details
Andrea James's Dougherty & Company Experience August 2009 - Present
Job Vice President, Senior Research Analyst at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company   August 2009 - Present
SeattlePI.com  March 2009 - August 2009
Seattle Post-Intelligencer  September 2006 - March 2009
Mobile Press-Register  April 2005 - August 2006
Religion News Service  January 2005 - March 2005
Bloomberg News in London   September 2004 - December 2004
Washington Business Journal  September 2003 - December 2003
Federal Deposit Insurance Corp.  March 2001 - August 2003
The Eagle  2002 - 2003
Radio Shack  June 2000 - August 2000

Skills
Writing, Research, Economics, Public Speaking, Corporate Finance, Investigative Reporting, Leadership

Education
Northwestern University   2004 — 2005
Master of Science, Journalism

American University   1999 — 2003
2003, Computer Information Systems, Physics, Communications

American University - Kogod School of Business   1999 — 2003
Bachelor of Science, Computer Information Systems; dual minor in physics and communication

Willingboro High School

Charles Haff Charles Haff Greater Minneapolis-St. Paul Area Details
Charles Haff's Dougherty & Company Experience September 2009 - June 2011
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

Paul Weissman Paul Weissman Greater Denver Area Details
Paul Weissman's Dougherty & Company Experience October 2009 - June 2015
Job Senior Managing Director at Hunt Mortgage Group
Industry Real Estate
Experience
Hunt Mortgage Group  June 2015 - Present
Dougherty & Company   October 2009 - June 2015
PNC Bank  June 2008 - October 2009
Credit Suisse  March 2006 - May 2008
GMAC Commercial Mortgage  March 2002 - March 2006
Simpson Housing  May 1998 - February 2002

Skills
Valuation, Asset Management, Financial Analysis, Loans, Due Diligence, Real Estate Economics, Investments, Affordable Housing, Portfolio Management, Real Estate, Real Estate Financing, Financial Modeling, Apartments, Real Estate Development, Asset Managment, Dispositions, Investment Properties, LIHTC

Education
Lewis and Clark College   1988 — 2001
BA, Foreign Language

University of Colorado Boulder - Leeds School of Business   1994 — 1997
MBA, Finance

University of Colorado School of Law   1994 — 1997
JD

Cassandra Ingram Cassandra Ingram Greater Minneapolis-St. Paul Area Details
Cassandra Ingram's Dougherty & Company Experience July 1992 - May 1997
Job Annuity Operations Supervisor at US Bancorp
Industry Financial Services
Experience
US Bancorp Investments & Insurance   January 2008 - Present
US Bancorp Investments & Insurance   2007 - 2015
Wells Fargo  June 2005 - May 2006
Wells Fargo  August 2000 - June 2005
Wells Fargo  May 1997 - August 2000
Dougherty & Company   July 1992 - May 1997

Skills
Series 99 Operations..., AnuityNet, SEI, BETA, Phase 3, DTCC, CNS, Brutus, FileNet, Bloomberg, Lotus Notes, Microsoft Office, Hogan Assessments, Finance, Microsoft Excel, Training, Budgets, Vendor Management, Strategic Planning, Operations Management, Central Nervous System, Software Lifecycle, Business Analysis, Fixed Income, Equities, Customer Service, Banking

Education
City University of New York
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Sean Faeth Sean Faeth Greater Minneapolis-St. Paul Area Details
Sean Faeth's Dougherty & Company Experience November 1997 - November 2000
Job SVP, Director of Private Banking Solutions at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management  February 2006 - Present
Wells Fargo  November 2000 - February 2006
Dougherty & Company   November 1997 - November 2000
American Express Small Business Services   June 1996 - November 1997
KPMG  January 1989 - June 1996

Skills
Wealth Management, Private Banking, Strategic Financial..., Financial Analysis, Banking, Strategy, Finance, Product Management, Financial Accounting

Education
University of Minnesota - Carlson School of Management   2001 — 2007
MBA, Finance and Strategy

University of Wisconsin-La Crosse   1984 — 1988
BS, Accounting

Dawn Marshall Dawn Marshall Phoenix, Arizona Area Details
Dawn Marshall's Dougherty & Company Experience 1989 - 1993
Job Project Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  September 2013 - Present
TEKsystems  December 2012 - September 2013
Rivet Software  June 2011 - May 2012
Fetter Logic, Inc.   January 2008 - May 2011
Self Employed  2005 - 2007
AXA Financial  2004 - 2005
The MONY Group  2000 - 2005
Secutron Corp   1993 - 2000
Dougherty & Company   1989 - 1993
Norwest Bank, NA (now Wells Fargo)   1980 - 1989

Skills
PMI-ACP Certification, PMP Certification, Certified ScrumMaster, Product Management, Project Management, Scrum, Agile Methodologies, ITIL v3 Foundations..., Requirements Management, Scope Management, Team Building, Cross-functional Team..., Client Focus, Manage Client..., Business Analysis, Entrepreneurship, Electronic Payments, Payment Services, Solution Implementation, PMP, Quality Assurance, Software Project..., User Acceptance Testing, SDLC, Team Leadership, Process Improvement, Software Development, Outsourcing, Management, SaaS, Integration, Testing, Analysis, Vendor Management, Project Portfolio..., Business Intelligence, Agile Project Management, Requirements Analysis, SharePoint, Business Requirements, Enterprise Software, Business Process, IT Strategy

Education
Minnesota School of Business
Business Administration, Management and Operations

Nick Anderson Nick Anderson Austin, Texas Details
Nick Anderson's Dougherty & Company Experience 2005 - 2007
Job Austin Regional General Manager at Favor
Industry Internet
Experience
Favor  2015 - Present
Favor  2015 - 2015
Uber Technologies  2014 - 2015
Breakout Commerce   2013 - 2015
Barclays Capital  2010 - 2012
Bank of America Merrill Lynch  2009 - 2010
Merrill Lynch  2008 - 2008
Dougherty & Company   2005 - 2007
Target Corporation  2004 - 2005

Skills
Start-ups, Investment Banking, Valuation, Social Media, Negotiation, Retail, Writing, Sales, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Strategy, Equity Research, Equities, Entrepreneurship, Corporate Finance

Education
The University of Texas at Austin - The Red McCombs School of Business   2007 — 2009
MBA

Saint John's University   2000 — 2004

Tom Beadnell Tom Beadnell Sioux Falls, South Dakota Area Details
Tom Beadnell's Dougherty & Company Experience August 2010 - Present
Job Dougherty & Company Vice President
Industry Investment Banking
Experience
Dougherty & Company   August 2010 - Present
AG Edwards/Wachovia/Wells Fargo Advisors   October 1987 - August 2010

Skills
Series 7, Equities, Mutual Funds, FINRA, Wealth Management, Hedge Funds, Securities, Investments, Equity Trading, Asset Managment, Series 63, Insurance, Investment Management, Asset Allocation, Bloomberg, Alternative Investments, Asset Management, ETFs, Series 9 & 10, Series 3, series 66, Customer Service, Uniform Combined State...

Education
Augustana University (SD)   1983 — 1985
Communication, Communication & Business

The University of South Dakota   1980 — 1985

Robin Lang, SHRM-SCP, SPHR Robin Lang, SHRM-SCP, SPHR Greater Minneapolis-St. Paul Area Details
Robin Lang, SHRM-SCP, SPHR's Dougherty & Company Experience 1991 - 1997
Job Senior HR Leader
Industry Human Resources
Experience
HGA Architects & Engineers  August 2012 - Present
Center for Diagnostic Imaging  2001 - 2011
Internet Broadcasting  March 2000 - November 2001
Winthrop & Weinstine  1997 - 2000
Dougherty & Company   1991 - 1997
Conley McDonald and Company   1989 - 1991
Coopers & Lybrand  1984 - 1989

Skills
Performance Management, Human Resources, Employee Relations, Talent Management, Leadership, Leadership Development

Education
Rensselaer Polytechnic Institute at Hartford
MBA, Human Resource Management

Augsburg College
BA, cum laude, Elementary Education

Nicole (Husnik) Swentek Nicole (Husnik) Swentek Saint Paul, Minnesota Details
Nicole (Husnik) Swentek's Dougherty & Company Experience March 2012 - April 2015
Job Vice President at RICHMAC Funding, LLC
Industry Real Estate
Experience
RICHMAC Funding, LLC   May 2015 - Present
Dougherty & Company   March 2012 - April 2015
Everest Real Estate Advisors   May 2011 - February 2012
Oak Grove Capital  February 2003 - May 2011

Skills
Real Estate, Due Diligence, Apartments, Microsoft Office, Loans, Insurance, Customer Relations, Customer Service, Real Estate Finance, Real Estate Economics, Microsoft Excel, Commercial Mortgages, HUD

Education
Hamline University   1998 — 2002
BA, Politica Science, International Studies, Legal Studies, Paralegal Certificate

Alex Lisak Alex Lisak Greater Minneapolis-St. Paul Area Details
Alex Lisak's Dougherty & Company Experience January 2004 - June 2005
Job Financial Professional
Industry Investment Management
Experience
Polaris Industries  January 2015 - Present
Polaris Industries  November 2011 - July 2015
SterilMed  December 2010 - November 2011
SightLine Partners   June 2005 - December 2010
Dougherty & Company   January 2004 - June 2005

Skills
Financial Modeling, Financial Analysis, Valuation, Investments, Venture Capital, Mergers, Negotiation, Research, Corporate Finance, Due Diligence, Corporate Development, Mergers & Acquisitions, Private Equity, Market Analysis, Analysis, Portfolio Management, Competitive Analysis, Entrepreneurship, Strategy

Education
University of Minnesota - Carlson School of Management   2001 — 2003
MBA, Finance

University of Wisconsin-Madison   1996 — 1999

Rhonda Cuchetto Rhonda Cuchetto Greater Minneapolis-St. Paul Area Details
Rhonda Cuchetto's Dougherty & Company Experience November 1991 - August 2010
Job Exec. Asst/Analyst
Industry Construction
Experience
Schwing America  May 2012 - Present
Baxter Credit Union  July 2010 - May 2012
Ursuala's Wine Bar and Cafe   2008 - 2012
Dougherty & Company   November 1991 - August 2010
Voyageur Asset Management  August 1991 - November 1993
Thrivent Financial for Lutherans  July 1988 - August 1991

Skills
Financial Analysis, Investments

Education
Augsburg College   1986 — 1991
Bachelor of Arts, Accounting, MIS

Richard Borland Jr. Richard Borland Jr. Greater Minneapolis-St. Paul Area Details
Richard Borland Jr.'s Dougherty & Company Experience May 2008 - April 2009
Job Attorney at Borland Law, LLC.
Industry Law Practice
Experience
Borland Law, LLC.   May 2009 - Present
Special Counsel  2011 - 2014
Dougherty & Company   May 2008 - April 2009
Oppenheimer & Co.   March 2001 - June 2008
Wells Fargo  July 1993 - March 2001
Citigroup Investments  January 1992 - January 1993
IDS Financial Services, American Express Financial Services, Ameriprise Financial Services   January 1989 - January 1992
IDS Financial Services  January 1985 - January 1989
Federal Land Bank  January 1980 - March 1985
Lincoln National Life Ins. Co   March 1979 - March 1980

Skills
Estate Planning, Trusts, Wills, Elder Law, Incorporation, LLC, Charities, Estate Administration, Probate, Financial Planning, Retirement Planning, Small Business, Succession Planning, Buy-sell Agreements, Alternative Dispute..., Wealth, Investments, Special Needs Trusts, Commercial Litigation, High Net Worth..., Prenuptial Agreements, Financial Planners, Westlaw, Strategic Financial..., Estate Law, Corporate Law, Legal Writing, Litigation, Intellectual Property, Estate Tax Planning

Education
William Mitchell College of Law   1973 — 1978
Juris Doctor, Law

University of Minnesota-Twin Cities   1969 — 1977
B.E.S., Humanities & Future Sciences

Sween Terry Sween Terry Greater Minneapolis-St. Paul Area Details
Sween Terry's Dougherty & Company Experience May 2010 - August 2010
Job Development Staff Associate at Dominium
Industry Commercial Real Estate
Experience
Dominium  July 2013 - Present
TCF Bank  June 2012 - June 2013
Indiana University Bloomington  September 2007 - May 2012
Dougherty & Company   May 2010 - August 2010
Dominium  May 2009 - August 2009
Dominium  June 2008 - August 2008

Skills
Real Estate, Real Estate Development, Financial Analysis, Finance, Real Estate Economics, Apartments, PowerPoint, Leases, Investment Banking, Access, Excel, Real Estate Finance, Apartment Buildings, LIHTC, Affordable Housing, Construction

Education
Indiana University Bloomington   2007 — 2012
BS, FInance, Entrepeaneurship

Saint Paul Academy

Junaid Husain Junaid Husain Houston, Texas Area Details
Junaid Husain's Dougherty & Company Experience 2011 - 2012
Job Vice President of Finance at Cardon Outreach
Industry Hospital & Health Care
Experience
Cardon Outreach  2012 - Present
Dougherty & Company   2011 - 2012
Soleil-Ticonderoga Securities   2007 - 2011
Leerink Partners LLC  2004 - 2007
Constella Group  2003 - 2004
Decision Resources  2001 - 2003

Education
Harvard University
Master of Liberal Arts, Government

Queen's University
Master of Business Administration

McGill University
Master of Science, Neuroscience

University of Saskatchewan
Bachelor of Science, Anatomy

Christina Fleming Christina Fleming Dallas, Texas Details
Christina Fleming's Dougherty & Company Experience March 2013 - March 2015
Job Berkeley Point Capital LLC
Industry Financial Services
Experience
Berkeley Point Capital LLC  March 2015 - Present
Dougherty & Company   March 2013 - March 2015
IHG  October 2012 - March 2013
SB Yen   2009 - October 2012
RBC Capital Markets  2007 - 2009
LaSalle Bank  2000 - 2007

Skills
Underwriting, Loans, Credit, Finance, Commercial Mortgages, Real Estate Economics, Financial Analysis, Multifamily Finance, Fannie Mae, CMBS, Portfolio Management, Financial Services, Loan Origination, Mortgage Lending, Credit Analysis, Asset Management, Commercial Lending, Financial Modeling, Sales, Commercial Banking, Commercial Real Estate, Valuation, Real Estate Financing, Capital Markets, Structured Finance, Financial Structuring, Due Diligence, Credit Risk, Funding, Real Estate, Investments

Education
Benedictine University
Finance

Scott Ranssi Scott Ranssi Minneapolis, Minnesota Details
Scott Ranssi's Dougherty & Company Experience January 1999 - December 2001
Job President at Custom Intercept Solutions
Industry Market Research
Experience
Custom Intercept Solutions   January 2006 - Present
CSL International  January 2002 - December 2005
Dougherty & Company   January 1999 - December 2001

Skills
Account Management, Advertising, Market Research, Analysis, Social Media Marketing, Customer Insight, Customer Service, Leadership, Analytics, Competitive Analysis, Marketing Research, Strategic Planning

Education
University of Minnesota-Twin Cities   1995 — 1999
Finance, Finance

Tammy Goldsworthy Tammy Goldsworthy Greater Minneapolis-St. Paul Area Details
Tammy Goldsworthy's Dougherty & Company Experience 2009 - 2011
Job Creative Project Manager
Industry Marketing and Advertising
Experience
Adore Inc  September 2000 - Present
Beganik Marketing   December 2012 - January 2013
VSA Partners  March 2012 - December 2012
Dougherty & Company   2009 - 2011
Ciceron  April 2007 - June 2008
Linnihan Foy Advertising  2005 - 2007
Reality Game - non profit organization   1996 - 2004
Loheit Represents   January 2000 - January 2002
Martin/Williams Advertising  January 1997 - January 2000
Tobin Erdmann & Jacobson   1995 - 1996

Skills
Web Project Management, Video Production, Trade Show Production, Print Production..., Direct Mail, Corporate Branding, Digital Banner..., Gorilla Marketing, Environmental Design, Sales Collateral, License Management, Commercial Photography, User Profiling, Loyalty Programs, Retail Packaging, Event Marketing, Special Events, Metrics Analysis, TV production, Advertising, Event Planning, Strategic Planning, Analysis, Event Management, Branding & Identity, Collateral, Strategy, Marketing, Trade Shows, Guerrilla Marketing, Creative Direction, Interactive Marketing, Email Marketing

Education
Augsburg College   1990 — 1992

University of Minnesota

Jason Dobis Jason Dobis Greater Minneapolis-St. Paul Area Details
Jason Dobis's Dougherty & Company Experience 2003 - Present
Job VP Sales at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company   2003 - Present

Education
University of Minnesota, Little Falls, MN   1994 — 1998
University of Minnesota, Finance, General

University of Minnesota-Twin Cities   1994 — 1998
Bachelors, Finance - Carlson School of Mgmt

O'Leary Patrick O'Leary Patrick Greater Minneapolis-St. Paul Area Details
O'Leary Patrick's Dougherty & Company Experience 1998 - 2005
Job Partner at Grindstone Partners, LLC
Industry Financial Services
Experience
Grindstone Partners, LLC   March 2014 - Present
Piper Jaffray  March 2005 - July 2015
Dougherty & Company   1998 - 2005
Miller & Schroeder   1989 - 1998

Skills
Equities, Valuation, Series 7, Investments, Financial Modeling, Bonds, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Investment Banking, Private Equity, Finance, Hedge Funds, Due Diligence, Securities, Financial Analysis

Education
Lawrence University   1987 — 1991
BS, Economics and Slavic Linguistics

Chad Quamme Chad Quamme Fargo, North Dakota Details
Chad Quamme's Dougherty & Company Experience January 2012 - Present
Job Investment Executive at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company   January 2012 - Present
UBS  June 2010 - January 2012
Wells Fargo Investments  June 2001 - June 2010

Skills
Series 7, Retirement Planning, Wealth Management, Strategic Financial..., Finance, Series 63, Insurance, Investments, Financial Planning, Certified Financial...

Education
Concordia College   1997 — 2001
BA, Economics

Concordia College   1997 — 2001
Bachelor of Arts (B.A.), Economics

Brian Heijerman Brian Heijerman Greater Minneapolis-St. Paul Area Details
Brian Heijerman's Dougherty & Company Experience May 2010 - Present
Job Municipal and Taxable Trading at Dougherty & Company, LLC
Industry Investment Banking
Experience
Dougherty & Company   May 2010 - Present

Education
University of Minnesota Duluth   2003 — 2007
Finance, Financial Markets

Don De Laria Don De Laria Atlanta, Georgia Details
Don De Laria's Dougherty & Company Experience January 1998 - October 1998
Job Director Client Solutions at Xenon Arc
Industry Executive Office
Experience
Xenon Arc  August 2015 - Present
Zep Inc.  November 2012 - July 2015
LOYAL 3   May 2011 - July 2012
Regal Entertainment Group  May 2002 - May 2011
Deephaven Financial Group   October 1997 - April 2002
Dougherty & Company   January 1998 - October 1998
RBC Capital Markets  October 1995 - December 1997
RBC Capital Markets  April 1994 - September 1995

Skills
Social Media, Public Speaking, Management, Corporate Communications, Investor Relations, Marketing Strategy, Entrepreneurship, Marketing, Strategy, Corporate Finance, Capital Markets, IPO, Mergers, Press Releases, Financial Analysis, Internal Communications, Equities, Integrated Marketing, Public Relations, Valuation, Strategic Planning, Marketing Communications, Business Strategy, Strategic Communications, Finance, Mergers & Acquisitions, Competitive Analysis, Executive Management, New Business Development, Start-ups, Leadership

Education
Babson College   1989 — 1993
Bachelor of Science, Entrepreneurial Studies/Marketing & Economics, Magna Cum Laude

The Blake School   1985 — 1989
Diploma

Etienne Laubignat Etienne Laubignat Greater Minneapolis-St. Paul Area Details
Etienne Laubignat's Dougherty & Company Experience March 2011 - Present
Job Institutional Equity Sales at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company   March 2011 - Present
Shaw Industries  February 2009 - March 2011
The University Daily Kansan  January 2008 - December 2008
Barkley  September 2007 - December 2007
Best Buy Inc  June 2007 - August 2007
Edina Lacrosse Association   June 2006 - August 2007

Skills
New Business Development, Account Management, Series 7, Series 63, Equities, Public Relations, Sales Operations, Time Management, Sales, Financial Modeling, Leadership, Portfolio Management, Strategic Planning

Education
The University of Kansas   2004 — 2008
Bachelors, Strategic Communicatons: Advertising, Business Administration

Patrick Schulte Patrick Schulte Minneapolis, Minnesota Details
Patrick Schulte's Dougherty & Company Experience January 2001 - September 2013
Job Follower of Jesus, husband, father & runner
Industry Transportation/Trucking/Railroad
Experience
Dougherty & Company   January 2001 - September 2013
Miller Johnson Steichen Kinnard  January 1994 - September 2001

Skills
Series 7, Series 63, Series 65, Technical Analysis, Equities, Investments, Portfolio Management, Wealth Management, Licensed Life & Health..., Fixed Income

Education
Coe College   1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Speech; Economics minor

Regis High School   1984 — 1987

Nate Elliott, CFA Nate Elliott, CFA Greater Minneapolis-St. Paul Area Details
Nate Elliott, CFA's Dougherty & Company Experience October 2005 - July 2006
Job Founder, CEO, and CIO at Elliott Capital Management LLC
Industry Investment Management
Experience
Elliott Capital Management LLC   August 2014 - Present
NFP Corporate Services, Inc. (fka Financial Concepts, Inc.)   February 2012 - July 2014
Argo Navis Capital Management, LLC / North Shore Capital, LLC   August 2008 - March 2012
Bluestem Brands  September 2010 - November 2011
Prestwick Partners, LLC   August 2006 - August 2008
Dougherty & Company   October 2005 - July 2006
Grant Thornton LLP  January 2005 - September 2005

Skills
Investment Banking, Mutual Funds, Equity Research, Asset Allocation, Alternative Investments, Portfolio Management, Hedge Funds, Equities, Investment Strategies, Asset Management, Wealth Management, Investments, Securities

Education
University of Minnesota - Carlson School of Management   2011 — 2015
MBA (Part-time program)

University of Saint Thomas   2000 — 2005
Triple Major - Finance, International Business, and Spanish

Jodi Neuman Jodi Neuman San Francisco Bay Area Details
Jodi Neuman's Dougherty & Company Experience June 2007 - July 2012
Job Manager, Advisor Relations at Trillium Asset Management
Industry Investment Management
Experience
Trillium Asset Management  June 2014 - Present
Caja Rural Los Andes   April 2013 - July 2013
Dougherty & Company   June 2007 - July 2012
Office of the Comptroller of the Currency  May 2006 - May 2007

Skills
Financial Modeling, Financial Analysis, Investment Banking, Banking, Project Finance, Due Diligence, Valuation, International Business

Education
HEC School of Management / HEC Paris   2012 — 2014
Master of Business Administration (MBA), Finance, General

University of Wisconsin-Eau Claire   2004 — 2008
Bachelor of Business Administration (BBA), Business Economics

Seth Jackson Seth Jackson Greater Minneapolis-St. Paul Area Details
Seth Jackson's Dougherty & Company Experience October 2011 - December 2013
Job Financial Advisor, Foster Klima & Company, Inc.
Industry Investment Banking
Experience
Foster Klima & Company  June 2015 - Present
Securian Financial Group  January 2015 - 2015
Dougherty & Company   October 2011 - December 2013
Wells Fargo Advisors  May 2008 - October 2011
USBancorp Investments   January 2004 - May 2008

Skills
Series 7, Series 63, Series 65, series 66, Life & Health Insurance..., Wealth Management, Mutual Funds, Investments, Variable Annuities, Strategic Financial..., Financial Analysis, Municipal Bonds, Client Development, Cold Calling Experience, Finance

Education
Hamline University   1998 — 2002
Bachelor's degree, Finance/Management & Minor In Economics

Brad DeMoss Brad DeMoss Sylmar, California Details
Brad DeMoss's Dougherty & Company Experience September 1991 - July 2000
Job IT/Video Professional
Industry Information Technology and Services
Experience
Executive I.T. Support, Inc.   January 2003 - Present
Universal Studios Hollywood  June 1997 - July 2007
Future Boy Digital Productions   June 2001 - August 2004
Dougherty & Company   September 1991 - July 2000

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Teamwork, Customer Service, Photoshop, Final Cut Pro, Final Cut Studio, Final Cut Express, Social Networking, Creative Writing

Education
Colorado State University   2012 — 2014
Bachelor's Degree, Liberal Arts/Media Studies, 3.972

University of California, Los Angeles   1985 — 1990

Chris Hagen Chris Hagen Chicago, Illinois Details
Chris Hagen's Dougherty & Company Experience June 2007 - August 2007
Job Debt Capital Markets at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray  August 2014 - Present
Macquarie Bank  July 2010 - August 2014
Macquarie Capital Advisors  August 2009 - July 2010
Thrivent Financial for Lutherans  May 2008 - August 2008
Banc of America Securities  September 2007 - December 2007
Dougherty & Company   June 2007 - August 2007
Dougherty & Company   June 2006 - August 2006

Skills
Investment Banking, Finance, Credit, Loans, Hedge Funds, Valuation, Financial Modeling, Investments, Analysis, Structured Finance

Education
University of Notre Dame - Mendoza College of Business   2005 — 2009
BBA, Finance

David Shuler David Shuler Greater Minneapolis-St. Paul Area Details
David Shuler's Dougherty & Company Experience 2002 - 2004
Job Principal at Northstar Capital
Industry Investment Management
Experience
Northstar Capital  March 2006 - Present
Lazard Middle Market  2004 - 2006
Dougherty & Company   2002 - 2004

Education
University of Pennsylvania - The Wharton School   2008 — 2010
MBA

University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)

Joseph Sullivan Joseph Sullivan Greater Minneapolis-St. Paul Area Details
Joseph Sullivan's Dougherty & Company Experience December 2011 - Present
Job Senior Vice President Corporate Finance and Investment Banking at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company   December 2011 - Present
Feltl and Company  November 2005 - December 2011

Skills
Investment Banking, Asset Management, Capital Markets, Investments, Due Diligence, Corporate Finance, Series 7, Hedge Funds, Equities, Portfolio Management, Valuation, Equity Research, Financial Modeling, Strategic Financial..., Finance, Financial Analysis, Securities, Wealth Management, Mergers & Acquisitions

Education
St. John's University   1988 — 1992
Business/Managerial Economics

Chaska

Cretin-Derham Hall

Frank Vargas Frank Vargas San Francisco Bay Area Details
Frank Vargas's Dougherty & Company Experience August 1997 - August 1999
Job Partner at Rimon Law Group
Industry Law Practice
Experience
eSportsfanz   November 2014 - Present
Rimon Law Group   January 2013 - Present
Via Biomedical, Inc  2010 - Present
Partners in school innovation  2012 - March 2015
Gray Plant Mooty  March 2001 - January 2012
Renaissance Law Group, PA   January 2003 - December 2008
Finazz.com   September 1999 - January 2001
Dougherty & Company   August 1997 - August 1999
Aethlon Capital   January 1994 - August 1997
Vargas and Associates   1990 - 1994

Skills
Venture Capital, Corporate Governance, Private Equity, Mergers, Start-ups, Corporate Finance, Entrepreneurship, Strategy, Investment Banking, Investments, Mergers & Acquisitions, Emerging Markets, Business Development, Leadership, Funding, IPO, Angel Investing, Business Strategy, Fundraising, Corporate Development, Strategic Planning, Due Diligence, Finance, Corporate Law, Private Placements

Education
University of California, Berkeley - School of Law   1982 — 1986
JD/MBA

Harvard University   1978 — 1982
AB, with Honors, Economics

Rockhurst High School   1974 — 1978

Visitation   1970 — 1974

Brad Klitzke Brad Klitzke Greater Minneapolis-St. Paul Area Details
Brad Klitzke's Dougherty & Company Experience June 2005 - Present
Job Vice President at Dougherty & Company
Industry Capital Markets
Experience
Dougherty & Company   June 2005 - Present
Northland Securities  September 2004 - May 2005
ING Americas  September 1998 - August 2004

Skills
Portfolio Management, Investments, Capital Markets, Valuation, Equities, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Investment Banking, Loans, Equity Research, Credit, Hedge Funds, Series 7, Finance, Credit Analysis, Commercial Lending, Series 63, Mergers & Acquisitions

Education
Saint Cloud State University - G.R. Herberger College of Business   1995 — 1998
Bachelor's degree, Economics

Glencoe Senior High   1989 — 1993

University of Saint Thomas - School of Business
M.B.A

Sarika Sahni Dhadwal Sarika Sahni Dhadwal Jersey City, New Jersey Details
Sarika Sahni Dhadwal's Dougherty & Company Experience 2002 - 2004
Job Financial Analyst/Investor Relations
Industry Financial Services
Experience
Weight Watchers International  2005 - September 2012
Citigroup  2004 - June 2005
Dougherty & Company   2002 - 2004
RBC Capital Markets  2000 - 2002

Skills
Equity Research, Investor Relations, Financial Modeling, Financial Analysis, Strategic Planning, Valuation, Management, Corporate Finance, Equities, Finance

Education
Macalester College   1994 — 1998
Bachelor of Arts (B.A.), Economics

Bob Schnell Bob Schnell Greater Minneapolis-St. Paul Area Details
Bob Schnell's Dougherty & Company Experience April 2010 - Present
Job Senior Vice President at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC  August 2015 - Present
Dougherty & Company   April 2010 - Present
Interlachen Capital Group  June 2007 - January 2008
Telluride Asset Management  November 2006 - June 2007
Deephaven Capital Management  July 2001 - January 2006
ENDFORCE  May 2000 - July 2001
Piper Jaffray  June 1997 - September 1999

Education
University of Iowa   1993 — 1997
Bachelor's Degree, Finance, General

Edina High School

Paul Manley Paul Manley Greater Minneapolis-St. Paul Area Details
Paul Manley's Dougherty & Company Experience 1998 - 2001
Job Vice President Institutional Equity Sales
Industry Financial Services
Experience
Northland Capital Markets  February 2006 - Present
Feltl & Company   2003 - 2006
Stifel Nicolaus  2001 - 2003
Dougherty & Company   1998 - 2001

Skills
Series 7, Equities, Investments, Asset Management, Equity Sales, Financial Analysis, Valuation, Capital Markets, Financial Modeling, Equity Research, Institutional, Series 63, Bloomberg, Hedge Funds

Education
Gustavus Adolphus College   1992 — 1996
Bachelor of Arts, Economics

Minnetonka Senior High School   1988 — 1992

Jeff Hoernemann, CFA Jeff Hoernemann, CFA Kansas City, Missouri Area Details
Jeff Hoernemann, CFA's Dougherty & Company Experience August 2005 - January 2006
Job Senior Equity Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments  November 2014 - Present
Scout Investments  February 2011 - October 2014
Feltl and Company  July 2010 - February 2011
UBS Global Asset Management  January 2006 - May 2010
Dougherty & Company   August 2005 - January 2006
Wells Fargo  May 2005 - August 2005
Foss Swim School  2000 - 2005
Mayer Lutheran High School  August 2002 - June 2003
Winsted Holy Trinity High School   September 2000 - June 2002

Skills
Investments, Research, Healthcare, Portfolio Management, Financial Analysis, Management, Mutual Funds, Equity Research, Valuation, Investment Management, Insurance, Series 7, Equities, Finance, Financial Modeling, Asset Allocation, Securities, Financial Services, Asset Management, Competitive Analysis, Analysis, Wealth Management, Due Diligence, Investment Strategies, Alternative Investments, Strategy, Hedge Funds

Education
University of St. Thomas - Opus College of Business   2003 — 2005
MBA, Finance

Hamline University   1996 — 2000
BA, Education

Mayer Lutheran High School   1992 — 1996

Greg McKinley Greg McKinley Greater Minneapolis-St. Paul Area Details
Greg McKinley's Dougherty & Company Experience 2003 - Present
Job Senior Vice President at Dougherty & Company
Industry Investment Management
Experience
Dougherty & Company   2003 - Present
Best Buy  2001 - 2003
Piper Jaffray  1999 - 2001
Arthur Andersen  1994 - 1999

Education
University of St. Thomas   1992 — 1994
BA, Accounting

University of California, Santa Barbara   1990 — 1992

Crystal Springs Uplands   1988 — 1990

LORI LANCIAL LORI LANCIAL Greater Minneapolis-St. Paul Area Details
LORI LANCIAL's Dougherty & Company Experience February 2008 - May 2010
Job PAYROLL at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company   February 2008 - May 2010
northland securities, inc   2007 - 2008
appliance smart  2005 - 2008

Education
Metropolitan State University   1991 — 1993
BA, BUSINESS

Normandale Community College   1988 — 1991
AA, SCIENCES & SOCIAL SCIENCES

Michelle Sandberg Michelle Sandberg Greater Minneapolis-St. Paul Area Details
Michelle Sandberg's Dougherty & Company Experience May 1990 - Present
Job CFO at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company   May 1990 - Present
KPMG Peat Marwick  January 1988 - May 1990

Skills
Acquisition Integration, Financial Modeling, Due Diligence, Finance, Accounting, Financial Analysis

Education
University of Montana   1983 — 1987
BS, Accounting

Kurt Apfelbacher Kurt Apfelbacher Greater Minneapolis-St. Paul Area Details
Kurt Apfelbacher's Dougherty & Company Experience 2005 - Present
Job Vice President at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company   2005 - Present
RBC Capital Markets  2002 - October 2005

Skills
Financial Modeling, Loans, Portfolio Management, Healthcare, Investment Banking, Due Diligence, Bonds, FHA, Valuation, Customer Service, Financial Analysis, Capital Markets, Equity Research, Equities, Finance, Asset Management, Strategic Planning, Investments, Real Estate Economics, Credit Analysis, Hospitals, Process Improvement, Leadership, Private Equity, Market Research, New Business Development, Series 7, Mergers & Acquisitions, Risk Management, Asset Managment, Commercial Lending, Credit, Strategic Financial..., Management

Education
Gustavus Adolphus College
Philosophy, Economics

Saint Paul Academy & Summit School

Cheryl Higley Cheryl Higley Dallas/Fort Worth Area Details
Cheryl Higley's Dougherty & Company Experience December 2010 - February 2015
Job Director at Berkeley Point Capital LLC
Industry Real Estate
Experience
Berkeley Point Capital LLC  March 2015 - Present
Dougherty & Company   December 2010 - February 2015
Beech Street Capital  April 2010 - December 2010
Greystone Servicing Corporation, Inc.   February 2009 - April 2010
Royal Bank of Canada  2007 - 2008
LaSalle Bank  May 2002 - March 2007

Education
University of Missouri-Columbia   1987 — 1991
finance, finance

Michele Sandberg Miley Michele Sandberg Miley Greater Minneapolis-St. Paul Area Details
Michele Sandberg Miley's Dougherty & Company Experience July 1999 - July 2001
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Sales Supervision ManagerAmeriprise Financial Services, Inc.May 2010 - March 2015
RiverSource Fund Distributors, Inc at Ameriprise Financial   October 2009 - May 2010
U.S. Bancorp Investments, Inc.   April 2007 - October 2009
TCF Bank  December 2004 - July 2006
Deephaven Capital Management  April 2002 - September 2004
Dougherty & Company   July 1999 - July 2001
Wells Fargo Investments  September 1997 - June 1999
RBC Dain Rauscher  September 1995 - September 1997

Skills
Customer Service, Risk Management, Financial Services, Series 7, Series 9/10, Series 24, Series 66

Education
Little Falls Community High School

University of Minnesota Duluth
BA, Chemistry and Spanish

Patrick Tatarek Patrick Tatarek Greater Chicago Area Details
Patrick Tatarek's Dougherty & Company Experience February 2009 - March 2010
Job Senior Vice President, GE Public Finance
Industry Financial Services
Experience
GE Capital  March 2010 - Present
NorthCenter Healthcare   July 2014 - Present
Dougherty & Company   February 2009 - March 2010
GE Capital  February 2006 - January 2009
GE Capital  September 1999 - January 2006

Skills
Banking, Financial Analysis, Credit, Finance, Financial Modeling, Commercial Lending, Portfolio Management, Loans, Corporate Finance, Risk Management, Relationship Management

Education
Hamline University   2001 — 2004
MA, Public Administration

University of St. Thomas   1989 — 1992
BA, Business Administration

Totino-Grace High School

tobin morris tobin morris Pierre, South Dakota Details
tobin morris's Dougherty & Company Experience December 2011 - Present
Job Senior VP
Industry Financial Services
Experience
Dougherty & Company   December 2011 - Present
Governor's Office  January 1997 - January 2002

Education
Colorado Univ   1998 — 2000
MBA

Montana State University-Bozeman   1992 — 1997
Bachelors, business

gerald kraut gerald kraut Greater Minneapolis-St. Paul Area Details
gerald kraut's Dougherty & Company Experience variousUS Bank1973 - 1988
Job ceo at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company   variousUS Bank1973 - 1988
First Bank Minneapolis  1973 - 1988

Education
University of Minnesota - Carlson School of Management   1969 — 1976
mba, finance

Rod Gosch Rod Gosch Minneapolis, Minnesota Details
Rod Gosch's Dougherty & Company Experience June 2000 - August 2001
Job Sr Healthcare Consultant at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group  April 2008 - Present
Wells Fargo  August 2001 - April 2008
Dougherty & Company   June 2000 - August 2001
American Express  August 1996 - June 2000

Skills
Essbase, Financial Modeling, Financial Analysis, Variance Analysis, Hyperion Enterprise, Financial Reporting, Forecasting, Managerial Finance, Finance, Strategic Financial..., Financial Forecasting, Process Improvement, Acquisition Integration, Accounting, Microsoft SQL Server

Education
University of Iowa   1986 — 1990
BBA, Finance

Tom Wilder Tom Wilder Greater Minneapolis-St. Paul Area Details
Tom Wilder's Dougherty & Company Experience March 1994 - Present
Job Vice President at Dougherty & Company
Industry Investment Management
Experience
Dougherty & Company   March 1994 - Present
Moore Juran & Co.   November 1988 - March 1994
EF Hutton  October 1983 - November 1988

Skills
Series 7, Equities, Portfolio Management, Loans, Investments, Financial Analysis, Investment Banking, Due Diligence, Bloomberg, Asset Managment, Sales, Asset Management, Insurance, Mutual Funds, Financial Services, Financial Advisory, Finance, Series 63, Securities, Wealth Management, Retirement Planning, Commercial Lending, Commercial Banking, Strategic Financial..., Investment Strategies

Education
University of Minnesota-Twin Cities   1977 — 1982
Agricultural Business and Management

Edina West   1975 — 1977

Jim Kallstrom Jim Kallstrom Greater Minneapolis-St. Paul Area Details
Jim Kallstrom's Dougherty & Company Experience December 1994 - February 2012
Job Senior Vice President at Oak Ridge Financial
Industry Investment Banking
Experience
Oak Ridge Financial  February 2013 - Present
Dougherty & Company   December 1994 - February 2012

Skills
Equities, Retirement Planning, Strategic Planning, Investment Banking, Insurance, Investments, Financial Modeling

Education
University of Minnesota - Carlson School of Management   1987 — 1991
Bachelor of Science (BS), Finance

Cindy Schroer Cindy Schroer Greater Minneapolis-St. Paul Area Details
Cindy Schroer's Dougherty & Company Experience November 1995 - May 2005
Job Director at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen  August 2014 - Present
CliftonLarsonAllen  February 2007 - August 2014
Dougherty & Company   November 1995 - May 2005
US Bank  1986 - 1995

Skills
Bonds, Long-term Care, Market Research, Finance

Education
University of Minnesota-Twin Cities

Lynn Kendall Lynn Kendall Greater Minneapolis-St. Paul Area Details
Lynn Kendall's Dougherty & Company Experience December 2010 - October 2011
Job Experienced Bookkeeping/Aadministrative Professional
Industry Accounting
Experience
Dougherty & Company   December 2010 - October 2011
Manpower Professional  June 2008 - April 2009
Marshall BankFirst  August 2005 - April 2008
Kinghorn Construction   November 2002 - August 2005
Intelligent Health Systems   February 2001 - November 2002
Randstad  May 2000 - November 2000
OptumHealth  November 1999 - May 2000

Skills
Data Entry, Office Management, Full-Charge Bookkeeping, Accounts Payable, Accounts Receivable, Payroll Services, Receptionist Duties, General Ledger, Corporate Communications, Human Resources, Employee Benefits, Customer Service, Invoicing, Leadership, Problem Solving, w

Education
North Hennepin Community College   2002 — 2007
Liberal Arts

Concordia University-Wisconsin   1994 — 1999
Business/Communication

Milwaukee Area Technical College
Certificate, Supervisory Management

Polly Krinsky Polly Krinsky Greater Minneapolis-St. Paul Area Details
Polly Krinsky's Dougherty & Company Experience May 1981 - Present
Job Vice President at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company   May 1981 - Present

Education
University of Colorado Boulder   1971 — 1974
Bachelor’s Degree, Psychology and Sociology

Bradley University   1970 — 1971
Sociology

Daniel Eitrheim Daniel Eitrheim Greater Minneapolis-St. Paul Area Details
Daniel Eitrheim's Dougherty & Company Experience 1985 - Present
Job Senior Vice President at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company   1985 - Present

Education
University of Minnesota-Twin Cities   1979 — 1980
MBA

Augsburg College   1973 — 1977
BA, Business Administration - Accounting, and Economics

Matthew Byrd Matthew Byrd Dallas/Fort Worth Area Details
Matthew Byrd's Dougherty & Company Experience December 2009 - November 2014
Job Assistant Vice President Production Underwriter at Oak Grove Capital
Industry Investment Banking
Experience
Oak Grove Capital  November 2014 - Present
Dougherty & Company   December 2009 - November 2014
Red Mortgage Capital, Inc.   July 2003 - December 2009

Education
Texas A&M University   1999 — 2003
BS, Economics

Dan Deckas Dan Deckas Greater Minneapolis-St. Paul Area Details
Dan Deckas's Dougherty & Company Experience February 2013 - Present
Job Mortgage Loan Analyst at Dougherty & Company
Industry Financial Services
Experience
Dougherty & Company   February 2013 - Present
Presidium Asset Solutions   April 2011 - November 2012

Skills
Commercial Banking, Commercial Real Estate, Loan Servicing, Financial Analysis, Microsoft Excel, Asset Managment

Education
University of St. Thomas   2011 — 2012
Master of Science (MS), Real Estate

USC   2006 — 2010
Bachelor of Arts (B.A.), Real Estate Development

Craig Theis Craig Theis Greater Minneapolis-St. Paul Area Details
Craig Theis's Dougherty & Company Experience May 2012 - Present
Job Vice President at Dougherty & Company
Industry Investment Banking
Experience
Dougherty & Company   May 2012 - Present
Piper Jaffray & Co.   January 2001 - April 2012

Skills
Series 7, Public Finance, Capital Markets, Fixed Income, Investments, Valuation, Securities, Bonds, Portfolio Management, Bloomberg, Credit Analysis, Financial Modeling, Due Diligence, Asset Management, Finance, Financial Analysis, Equities

Education
Rocori

Rocori

Rocori

Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Real Estate with an emphasis in Finance

Jeff Evanson Jeff Evanson Hamel, Minnesota Details
Jeff Evanson's Dougherty & Company Experience September 2003 - January 2011
Job VP IR & Strategy at Tesla Motors
Industry Automotive
Experience
Tesla Motors  January 2011 - Present
PREMIER Bankcard  January 2004 - Present
Dougherty & Company   September 2003 - January 2011
Cherry Tree  December 2001 - September 2003
Piper Jaffray  August 1995 - September 2001
McGladrey  January 1991 - August 1995

Skills
Investment Banking, Corporate Finance, Manufacturing, Banking

Education
University of Wisconsin-La Crosse   1988 — 1991
Bachelor of Science (BS), Accounting

University of Minnesota-Twin Cities   1984 — 1988

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