Dougherty & Company
Industry: Capital market company
DescriptionFounded: 1977 Subsidiaries: Dougherty Funding LLC, Cronin & Co, Inc.,
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Dougherty & Company Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Dougherty & Company May 2010 - Present
Education
University of Minnesota Duluth 2003 — 2007
Finance, Financial Markets
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Dougherty & Company variousUS Bank1973 - 1988
First Bank Minneapolis 1973 - 1988
Education
University of Minnesota - Carlson School of Management 1969 — 1976
mba, finance
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
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
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
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
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
Dougherty & Company May 1981 - Present
Education
University of Colorado Boulder 1971 — 1974
Bachelor’s Degree, Psychology and Sociology
Bradley University 1970 — 1971
Sociology
Dougherty & Company 1985 - Present
Education
University of Minnesota-Twin Cities 1979 — 1980
MBA
Augsburg College 1973 — 1977
BA, Business Administration - Accounting, and Economics
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
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
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
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