Dougherty & Company LLC
Industry: Capital market company
DescriptionFounded: 1977 Subsidiaries: Dougherty Funding LLC, Cronin & Co, Inc.,
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Dougherty & Company LLC Employees
Employee
Years
Job
Industry
Nick Skarich Nick Skarich's Dougherty & Company LLC Experience February 2014 - Present
Job Vice President at Dougherty & Company LLC
Industry Investment Banking
Experience
Dougherty & Company LLC February 2014 - Present
Northland Securities, Inc. October 2002 - February 2014
Skills
Loans, Banking, Loan Origination, Equity Research, Valuation, Capital Markets, Credit Analysis, Equities, Series 63, Hedge Funds, Asset Management, Financial Structuring, Commercial Lending, Investment Banking, Underwriting, Financial Analysis, Due Diligence, Commercial Mortgages, Investments, Series 7, Securities, Portfolio Management, Corporate Finance, Finance, Project Finance, Financial Modeling, IPO, Fixed Income, Corporate Development, Restructuring, Mergers & Acquisitions, Mortgage Lending, Private Equity, Venture Capital, Investment Advisory
Education
University of St. Thomas - Opus College of Business
MBA, Finance
Bemidji State University
B.S., Business Administration
Dougherty & Company LLC February 2014 - Present
Northland Securities, Inc. October 2002 - February 2014
Skills
Loans, Banking, Loan Origination, Equity Research, Valuation, Capital Markets, Credit Analysis, Equities, Series 63, Hedge Funds, Asset Management, Financial Structuring, Commercial Lending, Investment Banking, Underwriting, Financial Analysis, Due Diligence, Commercial Mortgages, Investments, Series 7, Securities, Portfolio Management, Corporate Finance, Finance, Project Finance, Financial Modeling, IPO, Fixed Income, Corporate Development, Restructuring, Mergers & Acquisitions, Mortgage Lending, Private Equity, Venture Capital, Investment Advisory
Education
University of St. Thomas - Opus College of Business
MBA, Finance
Bemidji State University
B.S., Business Administration
Bruce Meland Bruce Meland's Dougherty & Company LLC Experience March 2006 - January 2013
Job LaSalle Capital
Industry Financial Services
Experience
LaSalle Capital 2013 - Present
Dougherty & Company LLC March 2006 - January 2013
CBRE June 2003 - March 2006
LaSalle Capital July 1992 - June 2003
NorthMarq January 1982 - July 1992
Skills
Corporate and..., Commercial Real Estate, Capital Markets, Due Diligence, Real Estate Economics, Investment Properties, Investments, Funding, Real Estate, Financial Analysis, Asset Management
Education
University of Minnesota-Twin Cities
Bachelor of Science Business, Finance
LaSalle Capital 2013 - Present
Dougherty & Company LLC March 2006 - January 2013
CBRE June 2003 - March 2006
LaSalle Capital July 1992 - June 2003
NorthMarq January 1982 - July 1992
Skills
Corporate and..., Commercial Real Estate, Capital Markets, Due Diligence, Real Estate Economics, Investment Properties, Investments, Funding, Real Estate, Financial Analysis, Asset Management
Education
University of Minnesota-Twin Cities
Bachelor of Science Business, Finance
Alec Jensen Alec Jensen's Dougherty & Company LLC Experience May 2014 - September 2014
Job Intern Credit Analyst at Bridgewater Bank
Industry Financial Services
Experience
Bridgewater Bank June 2015 - Present
Nicollet Island Inn June 2014 - August 2015
Dougherty & Company LLC May 2014 - September 2014
Lorence Berry Farm May 2012 - September 2014
Ruppert's at the Chart House May 2012 - September 2013
University of Minnesota January 2013 - May 2013
Steven Scott Management, Inc December 2012 - January 2013
Skills
Customer Service, Weddings, Banquets, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Event Planning, Time Management, Leadership, Facebook, Public Speaking, Sales, Social Networking, Team Leadership, Research, Marketing, Event Management, Spanish-speaking, Market Research
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (B.A.), Economics
La Fundación de Jose Ortega y Gasset 2014 — 2014
Minor, Spanish Language and Literature
Bridgewater Bank June 2015 - Present
Nicollet Island Inn June 2014 - August 2015
Dougherty & Company LLC May 2014 - September 2014
Lorence Berry Farm May 2012 - September 2014
Ruppert's at the Chart House May 2012 - September 2013
University of Minnesota January 2013 - May 2013
Steven Scott Management, Inc December 2012 - January 2013
Skills
Customer Service, Weddings, Banquets, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Teamwork, Event Planning, Time Management, Leadership, Facebook, Public Speaking, Sales, Social Networking, Team Leadership, Research, Marketing, Event Management, Spanish-speaking, Market Research
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (B.A.), Economics
La Fundación de Jose Ortega y Gasset 2014 — 2014
Minor, Spanish Language and Literature
Nate Hewes Nate Hewes's Dougherty & Company LLC Experience July 2013 - March 2014
Job Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS March 2014 - Present
Dougherty & Company LLC July 2013 - March 2014
Northwestern Mutual January 2013 - May 2013
Focus Financial Network, Inc. June 2012 - September 2012
Education
Augustana College (SD) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Stillwater Area High School 2005 — 2009
UBS March 2014 - Present
Dougherty & Company LLC July 2013 - March 2014
Northwestern Mutual January 2013 - May 2013
Focus Financial Network, Inc. June 2012 - September 2012
Education
Augustana College (SD) 2009 — 2013
Bachelor of Business Administration (B.B.A.), Communication and Media Studies
Stillwater Area High School 2005 — 2009
Matt Hoyland Matt Hoyland's Dougherty & Company LLC Experience October 2014 - Present
Job VP Institutional Equity Sales at Dougherty & Company LLC
Industry Capital Markets
Experience
Dougherty & Company LLC October 2014 - Present
AXA Advisors February 2013 - September 2014
Skills
Microsoft Excel, Financial Analysis, Swimming, Business Analysis, Physics, Networking, Small Business, Economics, Insurance, Finance, Technology, Cashflow Analysis, Financial Risk, Asset Protection
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Economics
Dougherty & Company LLC October 2014 - Present
AXA Advisors February 2013 - September 2014
Skills
Microsoft Excel, Financial Analysis, Swimming, Business Analysis, Physics, Networking, Small Business, Economics, Insurance, Finance, Technology, Cashflow Analysis, Financial Risk, Asset Protection
Education
The University of Texas at Austin 2008 — 2012
Bachelor of Arts (B.A.), Economics
The University of Texas at Austin 2008 — 2012
Bachelor of Science (B.S.), Economics
Jerry Wright Jerry Wright's Dougherty & Company LLC Experience September 2009 - Present
Job Sr. Vice President, Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC September 2009 - Present
Citigroup February 2007 - September 2009
Newman & Associates November 2001 - February 2007
Skills
Due Diligence, Real Estate Economics, Portfolio Management, Asset Management, Valuation, Capital Markets, Financial Modeling, Asset Managment, Loans, Investments, Underwriting, Commercial Banking, Credit Analysis, Bonds, Credit, Real Estate Development, Commercial Lending
Education
The University of Texas at Austin 1986 — 1988
BBA
Dougherty & Company LLC September 2009 - Present
Citigroup February 2007 - September 2009
Newman & Associates November 2001 - February 2007
Skills
Due Diligence, Real Estate Economics, Portfolio Management, Asset Management, Valuation, Capital Markets, Financial Modeling, Asset Managment, Loans, Investments, Underwriting, Commercial Banking, Credit Analysis, Bonds, Credit, Real Estate Development, Commercial Lending
Education
The University of Texas at Austin 1986 — 1988
BBA
Thomas Hackl Thomas Hackl's Dougherty & Company LLC Experience June 2013 - Present
Job Investment Executive CRPC® at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC June 2013 - Present
Merrill Lynch July 2011 - March 2013
South Dakota House of Representatives January 2003 - December 2008
German Marshall Fund of the United States March 2007 - March 2007
Education
Northern State University 1996 — 2000
BS, Finance
Dougherty & Company LLC June 2013 - Present
Merrill Lynch July 2011 - March 2013
South Dakota House of Representatives January 2003 - December 2008
German Marshall Fund of the United States March 2007 - March 2007
Education
Northern State University 1996 — 2000
BS, Finance
Timothy P Stevens Timothy P Stevens's Dougherty & Company LLC Experience 2013 - 2013
Job Client Services Support Specialist at Modern Survey
Industry Computer Software
Experience
Modern Survey August 2013 - Present
Dougherty & Company LLC 2013 - 2013
UBS 2006 - 2007
Education
University of St. Thomas 2013 — 2017
Master's Degree, Data Science/Software Engineering, 3.88
Vancouver Institute of Media Arts 2011 — 2012
Diploma, 3D Character Animation
University of Oregon 2010 — 2011
Earned Credits Towards a Master of Architecture, Architecture
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, Architecture, 3.47
Modern Survey August 2013 - Present
Dougherty & Company LLC 2013 - 2013
UBS 2006 - 2007
Education
University of St. Thomas 2013 — 2017
Master's Degree, Data Science/Software Engineering, 3.88
Vancouver Institute of Media Arts 2011 — 2012
Diploma, 3D Character Animation
University of Oregon 2010 — 2011
Earned Credits Towards a Master of Architecture, Architecture
University of Minnesota-Twin Cities 2006 — 2010
Bachelor's Degree, Architecture, 3.47
Kyle Javes, CFA Kyle Javes, CFA's Dougherty & Company LLC Experience October 2014 - Present
Job Senior Vice President Municipal Trading at Dougherty & Company LLC
Industry Investment Banking
Experience
Dougherty & Company LLC October 2014 - Present
Piper Jaffray July 2012 - October 2014
Piper Jaffray & Co. June 2005 - June 2012
Skills
Interest Rate..., Fixed Income Products, Fixed Income Trading, Debt Structuring, Relative Value, Hedging, Public Finance, Statistical Modeling, Fixed Income, Financial Analysis, Bonds, Investment Banking, Bloomberg, Debt Restructuring, Due Diligence, Trading, Capital Markets, Derivatives
Education
Boston College 2001 — 2005
Bachelor of Arts, Economics/Finance
Dougherty & Company LLC October 2014 - Present
Piper Jaffray July 2012 - October 2014
Piper Jaffray & Co. June 2005 - June 2012
Skills
Interest Rate..., Fixed Income Products, Fixed Income Trading, Debt Structuring, Relative Value, Hedging, Public Finance, Statistical Modeling, Fixed Income, Financial Analysis, Bonds, Investment Banking, Bloomberg, Debt Restructuring, Due Diligence, Trading, Capital Markets, Derivatives
Education
Boston College 2001 — 2005
Bachelor of Arts, Economics/Finance
Andy Netzel Andy Netzel's Dougherty & Company LLC Experience April 2015 - Present
Job Associate Research Analyst at Dougherty & Company LLC
Industry Marketing and Advertising
Experience
Dougherty & Company LLC April 2015 - Present
TTI Floor Care North America May 2014 - April 2015
TTI Floor Care North America January 2013 - May 2014
Things Remembered August 2009 - January 2013
Self Employed January 2007 - January 2013
Cleveland Magazine January 2007 - August 2009
Mobile Press-Register November 2005 - January 2007
The Burlington Free Press June 2003 - November 2005
Skills
Copywriting, Social Media, Facebook, Social Media Marketing, Email Marketing, Journalism, Editing, Advertising, Storytelling, Social Networking, Writing, Marketing Communications, Marketing, Web Content, Newspapers, Copy Editing, Creative Direction, Public Relations, Magazines, Press Releases, Feature Articles, News Writing, Publications, Customer Service, Radio, Television, SEO, Editorial, AP Style, Media Relations, Blogging, Video, Direct Mail, Interviews, Content Strategy, Leadership, Newsletters, Mobile Marketing, Online Marketing, Direct Marketing, Marketing Strategy, Team Management, Financial Modeling, Financial Analysis, Business Analysis, Management, Customer Journey Mapping, Customer Experience..., Strategy, Content Development
Education
West Texas A&M University 2015 — 2018
Master of Business Administration (MBA)
Kent State University 1999 — 2003
B.S., Newspaper Journalism
Washington Center for Politics and Journalism 2003 — 2003
Dougherty & Company LLC April 2015 - Present
TTI Floor Care North America May 2014 - April 2015
TTI Floor Care North America January 2013 - May 2014
Things Remembered August 2009 - January 2013
Self Employed January 2007 - January 2013
Cleveland Magazine January 2007 - August 2009
Mobile Press-Register November 2005 - January 2007
The Burlington Free Press June 2003 - November 2005
Skills
Copywriting, Social Media, Facebook, Social Media Marketing, Email Marketing, Journalism, Editing, Advertising, Storytelling, Social Networking, Writing, Marketing Communications, Marketing, Web Content, Newspapers, Copy Editing, Creative Direction, Public Relations, Magazines, Press Releases, Feature Articles, News Writing, Publications, Customer Service, Radio, Television, SEO, Editorial, AP Style, Media Relations, Blogging, Video, Direct Mail, Interviews, Content Strategy, Leadership, Newsletters, Mobile Marketing, Online Marketing, Direct Marketing, Marketing Strategy, Team Management, Financial Modeling, Financial Analysis, Business Analysis, Management, Customer Journey Mapping, Customer Experience..., Strategy, Content Development
Education
West Texas A&M University 2015 — 2018
Master of Business Administration (MBA)
Kent State University 1999 — 2003
B.S., Newspaper Journalism
Washington Center for Politics and Journalism 2003 — 2003
Randy L Hines, CFA Randy L Hines, CFA's Dougherty & Company LLC Experience September 2014 - Present
Job Senior Vice President at Dougherty & Company LLC
Industry Investment Banking
Experience
Dougherty & Company LLC September 2014 - Present
The Oak Ridge Financial Services Group, Inc. February 2007 - August 2014
Vomela June 2001 - January 2007
Touchstone Venture Partners June 2000 - May 2001
John G. Kinnard & Company August 1997 - May 2000
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Valuation, Equities, Investments, Securities, Corporate Development, Finance, Investment Banking, Corporate Finance, Private Placements, IPO, Start-ups, Business Development, Business Strategy, Mutual Funds, Asset Allocation, Asset Management, SEC filings, Investment Strategies, Wealth Management, Emerging Markets, Portfolio Management, Acquisitions, Forecasting, Strategic Financial..., Trading, Equity Research, Capital, Alternative Investments, Due Diligence, Capital Markets, Business Valuation
Education
University of Minnesota-Twin Cities 1982 — 1985
Master of Business Administration (MBA), Finance, General
University of Saint Thomas 1977 — 1981
Bachelor's degree, Finance, General
Dougherty & Company LLC September 2014 - Present
The Oak Ridge Financial Services Group, Inc. February 2007 - August 2014
Vomela June 2001 - January 2007
Touchstone Venture Partners June 2000 - May 2001
John G. Kinnard & Company August 1997 - May 2000
Skills
Venture Capital, Mergers & Acquisitions, Private Equity, Valuation, Equities, Investments, Securities, Corporate Development, Finance, Investment Banking, Corporate Finance, Private Placements, IPO, Start-ups, Business Development, Business Strategy, Mutual Funds, Asset Allocation, Asset Management, SEC filings, Investment Strategies, Wealth Management, Emerging Markets, Portfolio Management, Acquisitions, Forecasting, Strategic Financial..., Trading, Equity Research, Capital, Alternative Investments, Due Diligence, Capital Markets, Business Valuation
Education
University of Minnesota-Twin Cities 1982 — 1985
Master of Business Administration (MBA), Finance, General
University of Saint Thomas 1977 — 1981
Bachelor's degree, Finance, General
Brandy Sullens Brandy Sullens's Dougherty & Company LLC Experience October 2006 - July 2008
Job Office Administrator at Univar USA
Industry Chemicals
Experience
Univar USA July 2014 - August 2015
The Open Door Boutique November 2012 - March 2014
Chesapeake Energy July 2008 - June 2012
Dougherty & Company LLC October 2006 - July 2008
Chesapeake Energy February 1999 - July 2006
New West Manufacturing, Inc. March 1993 - January 1999
Skills
Accounting, Management, Excel, Microsoft Office, Account Reconciliation, Budgets, Data Analysis, MS Excel Pivot Tables, G/L Reconciliations, G/L Analysis, Successful Business..., Web Design, Marketing, Adobe Creative Suite, lease analyst, Jewelry Design, Upcycling, Steampunk, Investment Properties, Accounts Payable, Microsoft Word, Sales, Negotiation, Customer Service, Social Media, Team Building, Contract Negotiation, Microsoft Excel
Education
Canadian Valley Technology Center 2010 — 2011
Certification in web design and graphic art design, design, 4.
University of Science and Arts of Oklahoma 1992 — 1994
High School, Finance and Financial Management Services, 4.0
Canadian Valley Technology Center
Advanced Microsoft Office Courses, Excel, Office, Powerpoint, as well as all other office programs, 4.0
Univar USA July 2014 - August 2015
The Open Door Boutique November 2012 - March 2014
Chesapeake Energy July 2008 - June 2012
Dougherty & Company LLC October 2006 - July 2008
Chesapeake Energy February 1999 - July 2006
New West Manufacturing, Inc. March 1993 - January 1999
Skills
Accounting, Management, Excel, Microsoft Office, Account Reconciliation, Budgets, Data Analysis, MS Excel Pivot Tables, G/L Reconciliations, G/L Analysis, Successful Business..., Web Design, Marketing, Adobe Creative Suite, lease analyst, Jewelry Design, Upcycling, Steampunk, Investment Properties, Accounts Payable, Microsoft Word, Sales, Negotiation, Customer Service, Social Media, Team Building, Contract Negotiation, Microsoft Excel
Education
Canadian Valley Technology Center 2010 — 2011
Certification in web design and graphic art design, design, 4.
University of Science and Arts of Oklahoma 1992 — 1994
High School, Finance and Financial Management Services, 4.0
Canadian Valley Technology Center
Advanced Microsoft Office Courses, Excel, Office, Powerpoint, as well as all other office programs, 4.0
Jessica McHugh Jessica McHugh's Dougherty & Company LLC Experience September 2013 - Present
Job Associate Research Analyst at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC September 2013 - Present
Mergermarket January 2012 - September 2013
The New York Times' Local East Village blog August 2011 - December 2011
The New York Times June 2011 - August 2011
The Wall Street Transcript January 2010 - June 2011
CNNMoney.com August 2010 - December 2010
Columbia University Press January 2010 - April 2010
H.W. Wilson Company April 2008 - May 2009
Rodale April 2008 - June 2008
Tower Publications, Inc May 2007 - April 2008
Skills
Journalism, Copy Editing, Publications, Social Media, Social Networking, Editing, Web Content, Storytelling, AP Style, Blogging, Editorial, Final Cut Pro, Magazines, Video, Newspapers
Education
New York University 2010 — 2011
M.A.
University of Florida 2003 — 2007
B.S.
Dougherty & Company LLC September 2013 - Present
Mergermarket January 2012 - September 2013
The New York Times' Local East Village blog August 2011 - December 2011
The New York Times June 2011 - August 2011
The Wall Street Transcript January 2010 - June 2011
CNNMoney.com August 2010 - December 2010
Columbia University Press January 2010 - April 2010
H.W. Wilson Company April 2008 - May 2009
Rodale April 2008 - June 2008
Tower Publications, Inc May 2007 - April 2008
Skills
Journalism, Copy Editing, Publications, Social Media, Social Networking, Editing, Web Content, Storytelling, AP Style, Blogging, Editorial, Final Cut Pro, Magazines, Video, Newspapers
Education
New York University 2010 — 2011
M.A.
University of Florida 2003 — 2007
B.S.
Ivanka Yingchu Zhao's Dougherty & Company LLC Experience January 2015 - February 2015
Job Summer Investment Analyst, Global Wealth Management, Private Banking
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Dougherty & Company LLC January 2015 - February 2015
DePaul University January 2014 - September 2014
CME Group January 2014 - March 2014
Tower Hill Trading September 2013 - October 2013
Barrington Research Associates, Inc. June 2013 - August 2013
DePaul University March 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Financial Reporting, Visual C++, Python, Programming, SAS, Stata, Equities, Valuation, Bloomberg Terminal, Finance, Analysis, Microsoft Office, Data Analysis, Bloomberg
Education
DePaul University 2012 — 2014
Master of Science in Computational Finance, 3.93/4.0
Nankai University 2008 — 2012
Bachelor of Economics, Finance, General, 3.43/4.0
Merrill Lynch May 2015 - Present
Dougherty & Company LLC January 2015 - February 2015
DePaul University January 2014 - September 2014
CME Group January 2014 - March 2014
Tower Hill Trading September 2013 - October 2013
Barrington Research Associates, Inc. June 2013 - August 2013
DePaul University March 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Financial Modeling, Financial Analysis, Microsoft Word, Financial Reporting, Visual C++, Python, Programming, SAS, Stata, Equities, Valuation, Bloomberg Terminal, Finance, Analysis, Microsoft Office, Data Analysis, Bloomberg
Education
DePaul University 2012 — 2014
Master of Science in Computational Finance, 3.93/4.0
Nankai University 2008 — 2012
Bachelor of Economics, Finance, General, 3.43/4.0
Christian King's Dougherty & Company LLC Experience June 2014 - February 2015
Job Senior Software Engineer at ECMC
Industry Computer & Network Security
Experience
ECMC March 2015 - Present
Dougherty & Company LLC June 2014 - February 2015
Patterson Companies July 2013 - March 2014
Workers’ Compensation Reinsurance Association March 1997 - December 2012
New Horizon's Computer Learning Center August 1996 - November 1997
North Star Resource Group September 1995 - November 1996
Urban Traveller February 1995 - September 1995
Skills
Project Management, Active Directory, Network Security, IT Management, Windows, Disaster Recovery, Troubleshooting, Technical Support, ASP.NET, C#, Network Administration, Microsoft SQL Server, T-SQL, Microsoft Exchange, VMware Infrastructure, Visual Studio, OnBase, Microsoft Dynamics, SharePoint, Access, .NET, Networking
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Psychology
Lethbridge Collegiate Institute 1986 — 1990
High School
ECMC March 2015 - Present
Dougherty & Company LLC June 2014 - February 2015
Patterson Companies July 2013 - March 2014
Workers’ Compensation Reinsurance Association March 1997 - December 2012
New Horizon's Computer Learning Center August 1996 - November 1997
North Star Resource Group September 1995 - November 1996
Urban Traveller February 1995 - September 1995
Skills
Project Management, Active Directory, Network Security, IT Management, Windows, Disaster Recovery, Troubleshooting, Technical Support, ASP.NET, C#, Network Administration, Microsoft SQL Server, T-SQL, Microsoft Exchange, VMware Infrastructure, Visual Studio, OnBase, Microsoft Dynamics, SharePoint, Access, .NET, Networking
Education
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Psychology
Lethbridge Collegiate Institute 1986 — 1990
High School
Brian G. Belski's Dougherty & Company LLC Experience December 1997 - December 1998
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Bob Schnell's Dougherty & Company LLC Experience August 2015 - 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
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
Jackie Savage, CPP's Dougherty & Company LLC Experience 2008 - Present
Job
Industry Financial Services
Experience
Dougherty & Company LLC 2008 - Present
Skills
Ceridian, Cognos, Excel, Solomon, Payroll, Multi-state Payroll..., Account Reconciliation, Problem Solving, Employee Benefits, Compensation & Benefit, 5500 filings, Internal & External..., Ultimate Software &..., Accounting, Human Resources, General Ledger, Payroll Taxes, Business Intelligence..., Ultimate HRIS Systems..., Microsoft Excel, Payroll Processing, Accounts Payable, Financial Statements, Process Improvement, Finance, Benefits Administration, Management
Education
Metropolitan State University 2003 — 2006
Bachelor of Science, Accounting
Inver Hills Community College
Associates in Applied Science, Business
So St Paul
Dougherty & Company LLC 2008 - Present
Skills
Ceridian, Cognos, Excel, Solomon, Payroll, Multi-state Payroll..., Account Reconciliation, Problem Solving, Employee Benefits, Compensation & Benefit, 5500 filings, Internal & External..., Ultimate Software &..., Accounting, Human Resources, General Ledger, Payroll Taxes, Business Intelligence..., Ultimate HRIS Systems..., Microsoft Excel, Payroll Processing, Accounts Payable, Financial Statements, Process Improvement, Finance, Benefits Administration, Management
Education
Metropolitan State University 2003 — 2006
Bachelor of Science, Accounting
Inver Hills Community College
Associates in Applied Science, Business
So St Paul
Jennifer Marold's Dougherty & Company LLC Experience February 2015 - Present
Job Human Resources Generalist at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC February 2015 - Present
Skills
Human Resources, New Employee Onboarding, Microsoft Office, Event Planning, Personnel Records, Project Management, Positive Team Player, Marketing, Editing, Proofreading, Proposal Writing, Training Coordination, New Hire Orientations, Standardization, Research, Outlook, Wellness Events Planning, Employee Wellness, Trade Shows, Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Employee Training, Recruiting, Interviews, Project Planning
Education
Keller Graduate School of Managment 2008 — 2011
Master of Business Administration (M.B.A.), Human Resources Management
Minnesota State University, Mankato 1999 — 2003
Bachelor's Degree, Human Resource Management; General Managment; Psychology Minor
Dougherty & Company LLC February 2015 - Present
Skills
Human Resources, New Employee Onboarding, Microsoft Office, Event Planning, Personnel Records, Project Management, Positive Team Player, Marketing, Editing, Proofreading, Proposal Writing, Training Coordination, New Hire Orientations, Standardization, Research, Outlook, Wellness Events Planning, Employee Wellness, Trade Shows, Time Management, Teamwork, Microsoft Excel, PowerPoint, Microsoft Word, Employee Training, Recruiting, Interviews, Project Planning
Education
Keller Graduate School of Managment 2008 — 2011
Master of Business Administration (M.B.A.), Human Resources Management
Minnesota State University, Mankato 1999 — 2003
Bachelor's Degree, Human Resource Management; General Managment; Psychology Minor
Chuck Patenaude's Dougherty & Company LLC Experience March 2014 - Present
Job Senior Vice President at Dougherty & Company LLC
Industry Real Estate
Experience
Dougherty & Company LLC March 2014 - Present
Fannie Mae 2006 - Present
Fannie Mae April 2006 - March 2014
Skills
Loans, Mortgage Lending, Asset Managment, Portfolio Management, Due Diligence, Real Estate, Underwriting, Asset Management, Credit, Capital Markets, Credit Risk, Real Estate Economics, Financial Analysis, Mortgage Banking, Investment Properties, Credit Analysis, Real Estate Financing, Loan Origination
Education
Plymouth State University 1991 — 1992
MBA, Masters of Busness Administration
Saint Anselm College 1978 — 1982
MS, Business and Economics
Dougherty & Company LLC March 2014 - Present
Fannie Mae 2006 - Present
Fannie Mae April 2006 - March 2014
Skills
Loans, Mortgage Lending, Asset Managment, Portfolio Management, Due Diligence, Real Estate, Underwriting, Asset Management, Credit, Capital Markets, Credit Risk, Real Estate Economics, Financial Analysis, Mortgage Banking, Investment Properties, Credit Analysis, Real Estate Financing, Loan Origination
Education
Plymouth State University 1991 — 1992
MBA, Masters of Busness Administration
Saint Anselm College 1978 — 1982
MS, Business and Economics
Matt Evjen's Dougherty & Company LLC Experience March 2015 - Present
Job Programmer Analyst at Dougherty & Company LLC
Industry Information Technology and Services
Experience
Dougherty & Company LLC March 2015 - Present
Wells Fargo August 2014 - December 2014
RR Donnelley April 2013 - May 2014
Ally Financial Inc. November 2012 - February 2013
CarSoup.com December 2011 - October 2012
Wells Fargo Home Mortgage November 2010 - March 2012
QBS -- Quality Business Solutions May 2010 - October 2010
E-GROUP, INC. November 2009 - January 2010
Coldwell Banker Real Estate August 2009 - October 2009
Lockheed Martin Information Technology September 1997 - April 2009
Skills
Microsoft SQL Server, Databases, Business Intelligence, ASP.NET, T-SQL, .NET, SharePoint, SSIS, SSRS, Web Applications, Integration, ASP, VBScript, Systems Analysis, SDLC, Unix, ETL, Visual Basic, VB.NET, SQL, Business Analysis, Software Development, XML, Requirements Analysis, Management, Visio
Education
Minnesota State University, Mankato
Bachelor's degree, Computer and Information Sciences
Dougherty & Company LLC March 2015 - Present
Wells Fargo August 2014 - December 2014
RR Donnelley April 2013 - May 2014
Ally Financial Inc. November 2012 - February 2013
CarSoup.com December 2011 - October 2012
Wells Fargo Home Mortgage November 2010 - March 2012
QBS -- Quality Business Solutions May 2010 - October 2010
E-GROUP, INC. November 2009 - January 2010
Coldwell Banker Real Estate August 2009 - October 2009
Lockheed Martin Information Technology September 1997 - April 2009
Skills
Microsoft SQL Server, Databases, Business Intelligence, ASP.NET, T-SQL, .NET, SharePoint, SSIS, SSRS, Web Applications, Integration, ASP, VBScript, Systems Analysis, SDLC, Unix, ETL, Visual Basic, VB.NET, SQL, Business Analysis, Software Development, XML, Requirements Analysis, Management, Visio
Education
Minnesota State University, Mankato
Bachelor's degree, Computer and Information Sciences
Allison Eckert's Dougherty & Company LLC Experience 2012 - Present
Job Junior Advisor at Dougherty & Company LLC
Industry Accounting
Experience
Dougherty & Company LLC 2012 - Present
Skills
Microsoft Word, Microsoft Excel, Organization Skills, Time Management, Professional..., Process Efficiency, Project Planning
Education
Bethel University 2008 — 2012
Bachelor’s Degree, Accounting and Finance
Dougherty & Company LLC 2012 - Present
Skills
Microsoft Word, Microsoft Excel, Organization Skills, Time Management, Professional..., Process Efficiency, Project Planning
Education
Bethel University 2008 — 2012
Bachelor’s Degree, Accounting and Finance
Andrew Mackay's Dougherty & Company LLC Experience June 2014 - Present
Job Vice President Originations at Dougherty & Company LLC
Industry Real Estate
Experience
Dougherty & Company LLC June 2014 - Present
Red Capital Group March 2011 - March 2014
Centerline Capital Group September 1994 - November 2010
Pacific Midwest Mortgage 1988 - 1994
Ned Eichler Associates 1984 - 1988
Ned Eichler Associates 1984 - 1988
Skills
Real Estate Economics, Disposition, Real Estate Financing, Due Diligence, Real Estate, Real Estate Transactions, Commercial Real Estate, Investment Properties, Financial Structuring, Valuation, Brokerage, Investments, Apartments, Commercial Mortgages, Private Equity, Underwriting, Loans
Education
Stanford University 1974 — 1978
BS, Industrial Engineering
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance
Dougherty & Company LLC June 2014 - Present
Red Capital Group March 2011 - March 2014
Centerline Capital Group September 1994 - November 2010
Pacific Midwest Mortgage 1988 - 1994
Ned Eichler Associates 1984 - 1988
Ned Eichler Associates 1984 - 1988
Skills
Real Estate Economics, Disposition, Real Estate Financing, Due Diligence, Real Estate, Real Estate Transactions, Commercial Real Estate, Investment Properties, Financial Structuring, Valuation, Brokerage, Investments, Apartments, Commercial Mortgages, Private Equity, Underwriting, Loans
Education
Stanford University 1974 — 1978
BS, Industrial Engineering
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance
Ray Newberry Jr's Dougherty & Company LLC Experience
Job Vice President at Dougherty & Company LLC
Industry Investment Banking
Experience
Dougherty & Company LLC
Skills
Equities, Investments
Education
University of Puget Sound 1976 — 1980
BS, Business/ Finance
La Lumiere 1972 — 1975
Dougherty & Company LLC
Skills
Equities, Investments
Education
University of Puget Sound 1976 — 1980
BS, Business/ Finance
La Lumiere 1972 — 1975
Roger Norris's Dougherty & Company LLC Experience February 2014 - Present
Job Senior Vice President and Branch Manager at Dougherty & Company LLC
Industry
Experience
Dougherty & Company LLC February 2014 - Present
Oppenheimer & Co. December 2009 - February 2014
UBS Wealth Management November 2006 - August 2009
Piper Jaffray November 1991 - August 2006
Education
St Thomas academy
University of Minnesota-Twin Cities
BA, Agri-Business
Dougherty & Company LLC February 2014 - Present
Oppenheimer & Co. December 2009 - February 2014
UBS Wealth Management November 2006 - August 2009
Piper Jaffray November 1991 - August 2006
Education
St Thomas academy
University of Minnesota-Twin Cities
BA, Agri-Business
Patrick Good's Dougherty & Company LLC Experience March 2014 - October 2014
Job SPS/Brokerage Trades Representative
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Dougherty & Company LLC March 2014 - October 2014
Northland Securities May 2011 - July 2013
CoBank May 2010 - July 2010
Good's Painting Services January 2007 - September 2007
Skills
Economics, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Equity Research, Stata, International Relations, Corporate Finance, Management, Data Analysis, R
Education
University of Minnesota-Twin Cities 2008 — 2013
Bachelor of Science in Economics, finance emphasis
Ameriprise Financial Services, Inc. July 2015 - Present
Dougherty & Company LLC March 2014 - October 2014
Northland Securities May 2011 - July 2013
CoBank May 2010 - July 2010
Good's Painting Services January 2007 - September 2007
Skills
Economics, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Equity Research, Stata, International Relations, Corporate Finance, Management, Data Analysis, R
Education
University of Minnesota-Twin Cities 2008 — 2013
Bachelor of Science in Economics, finance emphasis
Yake Dong's Dougherty & Company LLC Experience January 2010 - March 2010
Job President at Global Electrical Motor Solutions | provides low cost quality electric motor solutions
Industry Machinery
Experience
Global Electrical Motor Solutions (GEMS) February 2012 - Present
MFG solutions June 2011 - April 2012
Design Ready Controls January 2011 - June 2011
Global Supply System June 2010 - September 2010
Dougherty & Company LLC January 2010 - March 2010
Changzhou blowers August 2008 - July 2009
Tairui Motor Company January 2005 - May 2008
Skills
Engineering, Motors, Automation, Manufacturing, Power Electronics, Motor drive, Motor Control, Electrical Engineering, HVAC, Sourcing, Bilingual, International business
Education
University of Minnesota-Twin Cities 2009 — 2011
Master, Electrical Engineering, 3.5
Tongji University 2004 — 2008
Bachelor, Automation
Global Electrical Motor Solutions (GEMS) February 2012 - Present
MFG solutions June 2011 - April 2012
Design Ready Controls January 2011 - June 2011
Global Supply System June 2010 - September 2010
Dougherty & Company LLC January 2010 - March 2010
Changzhou blowers August 2008 - July 2009
Tairui Motor Company January 2005 - May 2008
Skills
Engineering, Motors, Automation, Manufacturing, Power Electronics, Motor drive, Motor Control, Electrical Engineering, HVAC, Sourcing, Bilingual, International business
Education
University of Minnesota-Twin Cities 2009 — 2011
Master, Electrical Engineering, 3.5
Tongji University 2004 — 2008
Bachelor, Automation
Michael Trautner's Dougherty & Company LLC Experience January 2014 - Present
Job Senior Vice President at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC January 2014 - Present
Dougherty & Company LLC/Dougherty Funding 2004 - 2010
Miller Schroeder/Marshall Financial 2000 - 2004
Skills
Investment Banking, Due Diligence, Portfolio Management, Investments, Equities, Financial Modeling, Valuation, Financial Services, Strategic Planning, Corporate Finance, Financial Analysis, Sales, Mergers & Acquisitions, Finance
Education
University of Minnesota - Carlson School of Management 1976 — 1981
BS, Finance, General
Dougherty & Company LLC January 2014 - Present
Dougherty & Company LLC/Dougherty Funding 2004 - 2010
Miller Schroeder/Marshall Financial 2000 - 2004
Skills
Investment Banking, Due Diligence, Portfolio Management, Investments, Equities, Financial Modeling, Valuation, Financial Services, Strategic Planning, Corporate Finance, Financial Analysis, Sales, Mergers & Acquisitions, Finance
Education
University of Minnesota - Carlson School of Management 1976 — 1981
BS, Finance, General
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial