First American Funds
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First American Funds Employees
Employee
Years
Job
Industry
Wojciech Kotas Wojciech Kotas's First American Funds Experience October 2004 - December 2010
Job Director of Marketing and Client Communications at Monroe Moxness Berg PA
Industry Law Practice
Experience
Monroe Moxness Berg PA October 2012 - Present
Faegre Baker Daniels LLP January 2011 - October 2012
Faegre & Benson LLP January 2011 - January 2012
First American Funds October 2004 - December 2010
Skills
Writing, White Papers, Editing, Stories, Teaching, Brand Development, Copy Editing, Research, Press Releases, Copywriting, Newsletters, Publications, Training, Strategic Communications, Corporate Communications
Education
Harvard University 1985 — 1994
Ph.D., English and American Literature and Language
Northwest Missouri State University 1982 — 1985
B.A., English
Monroe Moxness Berg PA October 2012 - Present
Faegre Baker Daniels LLP January 2011 - October 2012
Faegre & Benson LLP January 2011 - January 2012
First American Funds October 2004 - December 2010
Skills
Writing, White Papers, Editing, Stories, Teaching, Brand Development, Copy Editing, Research, Press Releases, Copywriting, Newsletters, Publications, Training, Strategic Communications, Corporate Communications
Education
Harvard University 1985 — 1994
Ph.D., English and American Literature and Language
Northwest Missouri State University 1982 — 1985
B.A., English
David Ribbens David Ribbens's First American Funds Experience March 2005 - March 2008
Job President, Heartland Advisors, Inc.
Industry Investment Management
Experience
Heartland Advisors, Inc June 2008 - Present
First American Funds March 2005 - March 2008
U.S. Bank January 2001 - March 2005
U.S. Bank March 1996 - January 2001
U.S. Bank June 1994 - March 1996
Valley Trust Company June 1985 - April 1994
Skills
Series 7, Mutual Funds, Wealth Management, Alternative Investments, Series 63, Leadership, Investments, Asset Management, Financial Services, Investment Management, Securities, Hedge Funds, Separately Managed..., FINRA, Series 24, Equities
Education
Lawrence University 1980 — 1985
B.A., Economics
IFEBP, Wharton 1989 — 1991
Certified Employee Benefits Specialist
Heartland Advisors, Inc June 2008 - Present
First American Funds March 2005 - March 2008
U.S. Bank January 2001 - March 2005
U.S. Bank March 1996 - January 2001
U.S. Bank June 1994 - March 1996
Valley Trust Company June 1985 - April 1994
Skills
Series 7, Mutual Funds, Wealth Management, Alternative Investments, Series 63, Leadership, Investments, Asset Management, Financial Services, Investment Management, Securities, Hedge Funds, Separately Managed..., FINRA, Series 24, Equities
Education
Lawrence University 1980 — 1985
B.A., Economics
IFEBP, Wharton 1989 — 1991
Certified Employee Benefits Specialist
Kristin Chim Kristin Chim's First American Funds Experience August 2007 - December 2010
Job Financial Advisor with CUSO Financial Services L.P. at South Metro Wealth Management
Industry Financial Services
Experience
CUSO Financial Services, L.P, South Metro Wealth Management January 2011 - Present
FIRST AMERICAN FUNDS August 2007 - December 2010
RiverSource 2010 - 2010
AMERIPRISE FINANCIAL SERVICES, INC January 2003 - July 2007
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 2001 - January 2003
Washburn-McReavy Funeral Chapels January 1999 - January 2001
Skills
New Business Development, Mutual Funds, CRM, Wealth Management, Relationship Management, Financial Services, Investments, Strategic Financial..., Equities, Finance, Securities, Retirement Planning, Fixed Income, Financial Planning
Education
UNIVERSITY OF MINNESOTA 1997 — 1999
Bachelor of Science
Minnesota State University, Mankato 1995 — 1997
CUSO Financial Services, L.P, South Metro Wealth Management January 2011 - Present
FIRST AMERICAN FUNDS August 2007 - December 2010
RiverSource 2010 - 2010
AMERIPRISE FINANCIAL SERVICES, INC January 2003 - July 2007
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 2001 - January 2003
Washburn-McReavy Funeral Chapels January 1999 - January 2001
Skills
New Business Development, Mutual Funds, CRM, Wealth Management, Relationship Management, Financial Services, Investments, Strategic Financial..., Equities, Finance, Securities, Retirement Planning, Fixed Income, Financial Planning
Education
UNIVERSITY OF MINNESOTA 1997 — 1999
Bachelor of Science
Minnesota State University, Mankato 1995 — 1997
Travis Truax, MBA Travis Truax, MBA's First American Funds Experience December 2007 - April 2009
Job Senior Marketing Manager at Columbia Management
Industry Investment Management
Experience
Columbia Management April 2012 - Present
Columbia Management January 2011 - April 2012
Ameriprise Financial Services, Inc. May 2009 - January 2011
First American Funds December 2007 - April 2009
Transamerica Capital Inc. April 2006 - December 2007
Skills
MBA, Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Retirement, FINRA, Uniform Combined State..., Securities, Investment Strategies, Financial Planning, Series 66, series 6
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Business Administration
Saint John's University 2002 — 2005
B.A., Business Management
Hastings High School 1996 — 2000
Columbia Management April 2012 - Present
Columbia Management January 2011 - April 2012
Ameriprise Financial Services, Inc. May 2009 - January 2011
First American Funds December 2007 - April 2009
Transamerica Capital Inc. April 2006 - December 2007
Skills
MBA, Series 24, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Retirement Planning, Retirement, FINRA, Uniform Combined State..., Securities, Investment Strategies, Financial Planning, Series 66, series 6
Education
University of Minnesota - Carlson School of Management 2007 — 2011
MBA, Business Administration
Saint John's University 2002 — 2005
B.A., Business Management
Hastings High School 1996 — 2000
John Mantz John Mantz's First American Funds Experience April 2006 - January 2011
Job Recruiting Manager Financial Services at Robert Half International 6123399001
Industry Financial Services
Experience
Robert Half International January 2011 - Present
First American Funds April 2006 - January 2011
Piper Jaffray January 2004 - March 2006
Piper Jaffray September 2000 - December 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Business Development, Permanent Placement, Direct-hire, Placement Services, Contingent Search
Education
St. Cloud State University 1995 — 1999
Bachelor of Arts, International Relations
Robert Half International January 2011 - Present
First American Funds April 2006 - January 2011
Piper Jaffray January 2004 - March 2006
Piper Jaffray September 2000 - December 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Business Development, Permanent Placement, Direct-hire, Placement Services, Contingent Search
Education
St. Cloud State University 1995 — 1999
Bachelor of Arts, International Relations
Andrew Gartrell Andrew Gartrell's First American Funds Experience September 2007 - July 2009
Job Regional Director at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Principal Financial Group July 2011 - Present
Smartgrowth Funds November 2009 - July 2011
VALIC August 2009 - November 2009
First American Funds September 2007 - July 2009
Lincoln Financial Distributors March 2007 - September 2007
Evergreen Investments March 1996 - March 2007
Calvert Investments 1993 - 1995
Calvert Investments 1993 - 1995
Skills
Asset Allocation, Series 7, ETFs, Series 63, Alternative Investments, Annuities, Wholesaling, FINRA
Education
Queens University of Charlotte 1988 — 1992
Bethesda Chevy Chase High Shool 1984 — 1988
Jeff Daigneault Jeff Daigneault's First American Funds Experience 2009 - 2010
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Nuveen Investments July 2009 - Present
First American Funds 2009 - 2010
LPL Financial October 2006 - July 2009
Credit Suisse December 2003 - October 2006
Merrill Lynch 1998 - 2002
Skills
Series 7, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Securities, Wealth Management, Fixed Income, Investment Advisory, Equities, Investment Strategies, Portfolio Management
Education
NYU Stern School of Business 2004 — 2012
Masters, Business
University of Florida 1994 — 1998
BS, Finance
Brad Hanson Brad Hanson's First American Funds Experience January 2010 - December 2010
Job Managing Director at Magni Global Asset Management LLC
Industry Financial Services
Experience
Magni Global Asset Management LLC April 2013 - Present
HighMark Capital Management April 2011 - December 2012
First American Funds January 2010 - December 2010
John Hancock Financial Services October 2005 - April 2009
AllianceBernstein January 1997 - September 2005
J&W Seligman March 1987 - December 1996
Piper Jaffray and Hopwood November 1984 - March 1987
Skills
Mutual Funds, Leadership, Wealth Management, Portfolio Management, Series 63, Investment Advisory, Alternative Investments, Series 7, Equities, Investment Strategies, Management, Investments, Sales, Asset Managment, Asset Allocation, Separately Managed..., Asset Management, Relationship Management, Financial Services, Sales Operations, Securities, Investment Management, High Net Worth..., Series 65, Series 24, Marketing, Finance, Fixed Income, Series 6, ETFs, Sales Management
Education
University of Wisconsin-River Falls 1979 — 1981
M.S.E., Guidance/Counseling
Ball State University 1979 — 1980
MA, Physical Education
Gustavus Adolphus College 1972 — 1976
BA, Economics
Magni Global Asset Management LLC April 2013 - Present
HighMark Capital Management April 2011 - December 2012
First American Funds January 2010 - December 2010
John Hancock Financial Services October 2005 - April 2009
AllianceBernstein January 1997 - September 2005
J&W Seligman March 1987 - December 1996
Piper Jaffray and Hopwood November 1984 - March 1987
Skills
Mutual Funds, Leadership, Wealth Management, Portfolio Management, Series 63, Investment Advisory, Alternative Investments, Series 7, Equities, Investment Strategies, Management, Investments, Sales, Asset Managment, Asset Allocation, Separately Managed..., Asset Management, Relationship Management, Financial Services, Sales Operations, Securities, Investment Management, High Net Worth..., Series 65, Series 24, Marketing, Finance, Fixed Income, Series 6, ETFs, Sales Management
Education
University of Wisconsin-River Falls 1979 — 1981
M.S.E., Guidance/Counseling
Ball State University 1979 — 1980
MA, Physical Education
Gustavus Adolphus College 1972 — 1976
BA, Economics
Christopher Rosoff Christopher Rosoff's First American Funds Experience August 2005 - February 2007
Job VP Institutional Insurance Subaccount Sales at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments December 2010 - Present
CenterPoint Insurance Group, LLC March 2010 - December 2010
Allianz Life February 2007 - March 2010
First American Funds August 2005 - February 2007
Jackson National Life January 2000 - April 2005
American Skandia October 1998 - January 2000
Education
Norwich University 1997 — 1999
Bachelors, Liberal Arts
Wheaton College (MA) 1995 — 1997
The Lawrenceville School 1992 — 1995
High School
Fidelity Investments December 2010 - Present
CenterPoint Insurance Group, LLC March 2010 - December 2010
Allianz Life February 2007 - March 2010
First American Funds August 2005 - February 2007
Jackson National Life January 2000 - April 2005
American Skandia October 1998 - January 2000
Education
Norwich University 1997 — 1999
Bachelors, Liberal Arts
Wheaton College (MA) 1995 — 1997
The Lawrenceville School 1992 — 1995
High School
Michelle Nisbet Michelle Nisbet's First American Funds Experience June 2007 - March 2009
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2012 - Present
Thrivent Financial August 2010 - November 2012
Otter Tail Corporation April 2009 - December 2009
First American Funds June 2007 - March 2009
Piper Jaffray & Co May 2000 - January 2007
Piper Jaffray September 1998 - April 2000
Piper Jaffray June 1997 - August 1998
Skills
Salesforce.com, Leadership, Team Leadership, Management, Sales, Recruiting, Sales Management, Contract Negotiation, Budgets, Mutual Funds, Coaching, Talent Management, FINRA, Securities, Wealth Management, Asset Allocation, Business Development, New Business Development, Strategic Planning
Education
Augsburg College 2006 — 2007
MBA, Master of Business Adminstration
The University of North Dakota 1993 — 1997
BA, Accounting
Thrivent Financial October 2012 - Present
Thrivent Financial August 2010 - November 2012
Otter Tail Corporation April 2009 - December 2009
First American Funds June 2007 - March 2009
Piper Jaffray & Co May 2000 - January 2007
Piper Jaffray September 1998 - April 2000
Piper Jaffray June 1997 - August 1998
Skills
Salesforce.com, Leadership, Team Leadership, Management, Sales, Recruiting, Sales Management, Contract Negotiation, Budgets, Mutual Funds, Coaching, Talent Management, FINRA, Securities, Wealth Management, Asset Allocation, Business Development, New Business Development, Strategic Planning
Education
Augsburg College 2006 — 2007
MBA, Master of Business Adminstration
The University of North Dakota 1993 — 1997
BA, Accounting
Aaron Sjogren Aaron Sjogren's First American Funds Experience 2005 - April 2008
Job Global Pricing Manager
Industry Medical Devices
Experience
Tennant Company May 2014 - Present
Target April 2012 - April 2014
Boston Scientific April 2008 - April 2012
First American Funds 2005 - April 2008
ACI Telecentrics, Inc 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Strategy, Management, Pricing, CRM, Pricing Strategy, Product Launch, Strategic Planning, Leadership, Integrated Marketing, Cross-functional Team..., Process Improvement, Project Management
Education
Bethel University 1995 — 1999
BA, Business Management
Tennant Company May 2014 - Present
Target April 2012 - April 2014
Boston Scientific April 2008 - April 2012
First American Funds 2005 - April 2008
ACI Telecentrics, Inc 2001 - 2004
Merrill Lynch 1999 - 2001
Skills
Strategy, Management, Pricing, CRM, Pricing Strategy, Product Launch, Strategic Planning, Leadership, Integrated Marketing, Cross-functional Team..., Process Improvement, Project Management
Education
Bethel University 1995 — 1999
BA, Business Management
Emily Gerosolina Emily Gerosolina's First American Funds Experience March 2007 - October 2008
Job National Accounts Manager at American Funds
Industry Financial Services
Experience
American Funds April 2013 - Present
Coates Analytics September 2009 - December 2012
First American Funds March 2007 - October 2008
Merrill Lynch October 2004 - March 2006
Skills
Mutual Funds, CRM, Product Management, Due Diligence, Financial Advisory, Marketing, Strategic Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Asset Management, ETFs, Investments
Education
Montclair State University 2002 — 2004
MBA, Finance
American Funds April 2013 - Present
Coates Analytics September 2009 - December 2012
First American Funds March 2007 - October 2008
Merrill Lynch October 2004 - March 2006
Skills
Mutual Funds, CRM, Product Management, Due Diligence, Financial Advisory, Marketing, Strategic Planning, Series 7, Alternative Investments, Series 63, Asset Allocation, Separately Managed..., Asset Management, ETFs, Investments
Education
Montclair State University 2002 — 2004
MBA, Finance
Devin Rose's First American Funds Experience October 2007 - December 2010
Job Financial professional with 8+ years of experience in Operation, Analyst and Leadership roles
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company October 2013 - July 2015
Pershing, a BNY Mellon company February 2011 - October 2013
First American Funds October 2007 - December 2010
Thrivent Financial for Lutherans May 2005 - September 2005
Skills
Series 7, Mutual Funds, Customer Service, Leadership, Financial Services, Finance
Education
Augsburg College 2009 — 2010
Master of Business Administration
Augsburg College 2004 — 2007
Bachelor of Arts, Finance
Pershing, a BNY Mellon company August 2015 - Present
Pershing, a BNY Mellon company October 2013 - July 2015
Pershing, a BNY Mellon company February 2011 - October 2013
First American Funds October 2007 - December 2010
Thrivent Financial for Lutherans May 2005 - September 2005
Skills
Series 7, Mutual Funds, Customer Service, Leadership, Financial Services, Finance
Education
Augsburg College 2009 — 2010
Master of Business Administration
Augsburg College 2004 — 2007
Bachelor of Arts, Finance
Greg Baranivsky, CFA Greg Baranivsky, CFA's First American Funds Experience December 2007 - November 2010
Job Director, Institutional Relationships
Industry Financial Services
Experience
Parametric November 2010 - Present
First American Funds December 2007 - November 2010
First American Funds February 2003 - December 2007
First American Funds February 2000 - February 2003
First American Funds December 1998 - February 2003
Van Kampen Funds July 1995 - November 1998
Skills
Mutual Funds, Sales, Product Management, Marketing, Investments, Relationship Management, Series 7, Asset Management, Asset Allocation, Portfolio Management, Product Marketing, Strategy
Education
Illinois Institute of Technology 1996 — 1998
MBA, Marketing
Benedictine University 1990 — 1994
BA, Finance
Parametric November 2010 - Present
First American Funds December 2007 - November 2010
First American Funds February 2003 - December 2007
First American Funds February 2000 - February 2003
First American Funds December 1998 - February 2003
Van Kampen Funds July 1995 - November 1998
Skills
Mutual Funds, Sales, Product Management, Marketing, Investments, Relationship Management, Series 7, Asset Management, Asset Allocation, Portfolio Management, Product Marketing, Strategy
Education
Illinois Institute of Technology 1996 — 1998
MBA, Marketing
Benedictine University 1990 — 1994
BA, Finance
Brian Blair Brian Blair's First American Funds Experience November 2005 - September 2008
Job VP, Regional Sales Director at Eaton Vance
Industry Investment Management
Experience
Eaton Vance September 2008 - Present
First American Funds November 2005 - September 2008
Columbia Management July 2004 - September 2005
Columbia Management August 2002 - July 2004
Columbia Management December 1999 - August 2002
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Wealth Management, Equities, Portfolio Management, Investment Strategies
Education
University of Oregon 1996 — 1999
Bachelor's Degree, Economics
Eaton Vance September 2008 - Present
First American Funds November 2005 - September 2008
Columbia Management July 2004 - September 2005
Columbia Management August 2002 - July 2004
Columbia Management December 1999 - August 2002
Skills
Mutual Funds, Series 7, Series 63, Alternative Investments, Asset Allocation, Investments, Asset Management, Separately Managed..., Series 6, Fixed Income, Wealth Management, Equities, Portfolio Management, Investment Strategies
Education
University of Oregon 1996 — 1999
Bachelor's Degree, Economics
Suzy (McLean) Allen Suzy (McLean) Allen's First American Funds Experience October 2006 - September 2010
Job
Industry Insurance
Experience
Allstate February 2011 - April 2015
Robert Half Finance & Accounting September 2010 - January 2011
First American Funds October 2006 - September 2010
RBC Dain Rauscher June 2000 - November 2001
US Bancorp Piper Jaffray May 1999 - June 2000
Skills
Account Management, Customer Relations, Customer Service, Sales Management, Insurance, Relationship Management, Sales Process, Property & Casualty..., Life Insurance, Financial Services, Sales, Management, CRM, Recruiting, Sales Operations, Training, Finance, Leadership
Education
University of Montana 1987 — 1991
BA
Wayzata High School 1984 — 1987
Allstate February 2011 - April 2015
Robert Half Finance & Accounting September 2010 - January 2011
First American Funds October 2006 - September 2010
RBC Dain Rauscher June 2000 - November 2001
US Bancorp Piper Jaffray May 1999 - June 2000
Skills
Account Management, Customer Relations, Customer Service, Sales Management, Insurance, Relationship Management, Sales Process, Property & Casualty..., Life Insurance, Financial Services, Sales, Management, CRM, Recruiting, Sales Operations, Training, Finance, Leadership
Education
University of Montana 1987 — 1991
BA
Wayzata High School 1984 — 1987
Jane Dahill Flanigan Jane Dahill Flanigan's First American Funds Experience 2005 - 2008
Job Regional Vice President at Nationwide Funds
Industry Financial Services
Experience
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
Nationwide Financial May 2013 - Present
ProShare Advisors LLC January 2008 - May 2013
First American Funds 2005 - 2008
MFS Sunlife Annuities October 2003 - September 2005
Deutsche Asset Management September 1997 - July 2003
Pioneer Investments 1990 - 1992
Skills
Asset Allocation, Capital Markets, Mutual Funds, Asset Management, Hedging Strategies, ETFs, Public Speaking, Investment Portfolio..., Alternative Investments, Relationship Building, Financial Services, Series 63, Series 7, Series 6, Series 65, Series 26, Risk Management, FINRA, Wholesaling, Retirement Planning, 401k, Investments, Relationship Management, Wealth Management, Finance, Investment Advisory, Separately Managed...
Education
University of Rhode Island 1985 — 1989
BA, English
Sam Gumma, CRPC Sam Gumma, CRPC's First American Funds Experience January 2006 - February 2007
Job Wholesaler at American Funds
Industry Financial Services
Experience
American Funds April 2014 - Present
John Hancock Mutual Funds February 2007 - April 2014
First American Funds January 2006 - February 2007
Munder Capital Management March 1998 - January 2006
Skills
Investments, Asset Allocation, Mutual Funds, Series 7, Series 63, Financial Advisory, Bloomberg Terminal, Retirement, Wealth Management, Series 65, Business Strategy, Retirement Planning, 401k, Separately Managed..., Strategic Financial..., Estate Planning, Sales, Client-focused, Relationship Management, Analysis
Education
University of Detroit Mercy 1989 — 1993
Bachelor's degree, International Business
American Funds April 2014 - Present
John Hancock Mutual Funds February 2007 - April 2014
First American Funds January 2006 - February 2007
Munder Capital Management March 1998 - January 2006
Skills
Investments, Asset Allocation, Mutual Funds, Series 7, Series 63, Financial Advisory, Bloomberg Terminal, Retirement, Wealth Management, Series 65, Business Strategy, Retirement Planning, 401k, Separately Managed..., Strategic Financial..., Estate Planning, Sales, Client-focused, Relationship Management, Analysis
Education
University of Detroit Mercy 1989 — 1993
Bachelor's degree, International Business
Bill DeJianne's First American Funds Experience June 2007 - December 2010
Job Senior Vice President/Northeast Divisional Director Advisor Consultant/Wholesaler at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Nuveen Investments January 2011 - Present
CUNY/College of Staten Island September 2008 - December 2011
First American Funds June 2007 - December 2010
Evergreen Investments 1999 - 2007
OppenheimerFunds 1992 - 1999
Skills
Mutual Funds, Investments, Sales, Sales Management, Separately Managed..., Marketing, Asset Allocation, Sales Operations, Management, Series 63, Leadership, Series 7, Alternative Investments, Financial Advisory, Securities, Investment Advisory, Wealth Management, Investment Strategies
Education
Rutgers - Graduate School of Management 1995 — 2000
MBA, Finance
Rutgers University-New Brunswick 1985 — 1989
Bachelors, Marketing
Patti Huber's First American Funds Experience September 2008 - December 2010
Job EMarketing Project Manager at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds September 2008 - December 2010
RiverSource Investments, LLC January 2007 - September 2008
Ameriprise Financial April 2005 - January 2007
American Express November 2002 - April 2005
American Express August 2000 - October 2002
Amazon.com October 1999 - August 2000
Amazon.com 1997 - 1999
Skills
Marketing, Marketing Strategy, Series 7, 401k
Education
The University of North Dakota 1994 — 1999
Nuveen Investments January 2011 - Present
First American Funds September 2008 - December 2010
RiverSource Investments, LLC January 2007 - September 2008
Ameriprise Financial April 2005 - January 2007
American Express November 2002 - April 2005
American Express August 2000 - October 2002
Amazon.com October 1999 - August 2000
Amazon.com 1997 - 1999
Skills
Marketing, Marketing Strategy, Series 7, 401k
Education
The University of North Dakota 1994 — 1999
Vicki Frazier's First American Funds Experience October 2009 - November 2009
Job Marketing Project Manager
Industry Marketing and Advertising
Experience
Pearson - Assessment & Instruction April 2015 - Present
Thomson Reuters August 2014 - January 2015
Ameriprise Financial Services (via The Creative Group) May 2014 - May 2014
UnitedHealth Group via Maxim Staffing April 2013 - July 2013
MarComm Inc subcontracting at General Mills July 2012 - October 2012
Wells Fargo Treasury Management via Aerotek November 2010 - March 2012
Classic Gymnastics 2008 - 2012
FIRST AMERICAN FUNDS October 2009 - November 2009
INFINITY NATURAL HEALTH SERVICES - Wisconsin March 2009 - September 2009
U. S. BANK July 2008 - December 2008
Skills
Email Marketing, Marketing Communications, Direct Mail, Digital Marketing, Marketing, Web Design, Market Research, Public Relations, Copywriting, Internal Communications, Advertising, Vendor Management, Marketing Management, Social Media, Integrated Marketing, Direct Marketing, Project Management, Press Releases, Web Content Management, Creative Services, Online Marketing, Print, Web Content, Content Strategy, Budgets, Print Production, Budget Management, content marketing, Social Media Marketing, Marketing Strategy, Management
Education
Normandale Community College 2014 — 2014
Emarketing Essentials Certificate
Normandale Community College 2013 — 2013
Social Media for Business Certificate
Normandale Community College 2010 — 2011
Web Design & Development Program
Augsburg College 1983 — 1987
Bachelor of Arts, Business Administration, Marketing and Communications
Minnehaha Academy 1980 — 1983
Pearson - Assessment & Instruction April 2015 - Present
Thomson Reuters August 2014 - January 2015
Ameriprise Financial Services (via The Creative Group) May 2014 - May 2014
UnitedHealth Group via Maxim Staffing April 2013 - July 2013
MarComm Inc subcontracting at General Mills July 2012 - October 2012
Wells Fargo Treasury Management via Aerotek November 2010 - March 2012
Classic Gymnastics 2008 - 2012
FIRST AMERICAN FUNDS October 2009 - November 2009
INFINITY NATURAL HEALTH SERVICES - Wisconsin March 2009 - September 2009
U. S. BANK July 2008 - December 2008
Skills
Email Marketing, Marketing Communications, Direct Mail, Digital Marketing, Marketing, Web Design, Market Research, Public Relations, Copywriting, Internal Communications, Advertising, Vendor Management, Marketing Management, Social Media, Integrated Marketing, Direct Marketing, Project Management, Press Releases, Web Content Management, Creative Services, Online Marketing, Print, Web Content, Content Strategy, Budgets, Print Production, Budget Management, content marketing, Social Media Marketing, Marketing Strategy, Management
Education
Normandale Community College 2014 — 2014
Emarketing Essentials Certificate
Normandale Community College 2013 — 2013
Social Media for Business Certificate
Normandale Community College 2010 — 2011
Web Design & Development Program
Augsburg College 1983 — 1987
Bachelor of Arts, Business Administration, Marketing and Communications
Minnehaha Academy 1980 — 1983
Matthew Heilmer's First American Funds Experience October 2001 - May 2004
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Fidelity Investments September 2010 - Present
Charles Schwab July 2008 - September 2010
Financial Concepts, Inc April 2006 - August 2007
Questar Capital June 2004 - February 2006
First American Funds October 2001 - May 2004
Ameriprise Financial June 2000 - August 2001
Education
Regis University 2008 — 2010
Undergraduate, Business - Marketing
Steve Jahnke's First American Funds Experience December 2004 - December 2010
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds December 2004 - December 2010
Skills
Separately Managed..., Equities, Investments
Education
University of Minnesota Duluth 1993 — 1998
Nuveen Investments January 2011 - Present
First American Funds December 2004 - December 2010
Skills
Separately Managed..., Equities, Investments
Education
University of Minnesota Duluth 1993 — 1998
Michael De Feo's First American Funds Experience November 2008 - January 2011
Job Managing Director DCIO & Strategic Platform Sales at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Nuveen Investments January 2011 - Present
First American Funds November 2008 - January 2011
Loon Race Team 2007 - 2010
Pioneer Funds Distributor March 2003 - November 2008
Pioneer Investments 2003 - 2008
Bisys Retirement Services March 2001 - May 2003
Citizens Securities, Inc. March 2000 - November 2001
Citizens Advisors 2000 - 2001
Scudder, Stevens & Clark 1995 - 1998
Scudder Investments 1995 - 1998
Skills
Investments, Leadership, Management, Morningstar, Mutual Funds, New Business Development, Relationship Management, Retirement, Sales Management, Series 7, Strategy, Alternative Investments, Asset Allocation, Investment Strategies, Series 63, Asset Management
Education
Roanoke College 1984 — 1988
BA, History
High School 1981 — 1984
HS
Dean Kramar's First American Funds Experience July 2006 - October 2010
Job Sr. Product Manager, Wealth Management Solutions 401(k) Plans
Industry Financial Services
Experience
Ameriprise Financial June 2011 - Present
TD Ameritrade October 2010 - July 2011
First American Funds July 2006 - October 2010
The Hartford May 2005 - June 2006
Hartford Life 2004 - 2005
American Express Financial Advisors 1996 - 2004
Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Ameriprise Financial June 2011 - Present
TD Ameritrade October 2010 - July 2011
First American Funds July 2006 - October 2010
The Hartford May 2005 - June 2006
Hartford Life 2004 - 2005
American Express Financial Advisors 1996 - 2004
Skills
Relationship Management, Morningstar, Siebel, Series 7, Mutual Funds, FINRA, 401k, Securities, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Financial Services, Equities, Financial Advisory
Education
University of Minnesota-Duluth 1990 — 1995
Bachelor of Arts (B.A.), Political Science
Dennis Adamski's First American Funds Experience April 2000 - January 2006
Job USBank VP Senior Portfolio Manager
Industry Financial Services
Experience
US Bank February 2006 - Present
Auto Care Collison Center June 2010 - Present
First American Funds April 2000 - January 2006
American Express 1998 - 2000
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Financial Analysis, Risk Management, Analysis, Banking, Credit, Mortgage Lending
Education
University of Minnesota-Twin Cities
Master of Business Administration (MBA)
University of Minnesota Duluth 1997 — 1998
BBA, Finance
The College of St. Scholastica 1992 — 1996
BA, International Business
US Bank February 2006 - Present
Auto Care Collison Center June 2010 - Present
First American Funds April 2000 - January 2006
American Express 1998 - 2000
Skills
Asset Allocation, Mutual Funds, Asset Managment, Investments, Wealth Management, Investment Strategies, Portfolio Management, Investment Advisory, Asset Management, Financial Analysis, Risk Management, Analysis, Banking, Credit, Mortgage Lending
Education
University of Minnesota-Twin Cities
Master of Business Administration (MBA)
University of Minnesota Duluth 1997 — 1998
BBA, Finance
The College of St. Scholastica 1992 — 1996
BA, International Business
Chad Whatley's First American Funds Experience November 2006 - May 2009
Job Eastern US Divisional Head Of Sales at United Realty Advisors LP
Industry Financial Services
Experience
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
United Realty Advisors LP January 2014 - Present
AEI Fund Management, Inc February 2013 - January 2014
AEI Fund Management, Inc February 2011 - February 2013
The Botsford Group September 2009 - May 2011
First American Funds November 2006 - May 2009
Wells Real Estate Funds January 2002 - November 2006
CHARLES SCHWAB AND COMPANY, IN 2000 - 2001
AMERICAN EXPRESS FINANCIAL ADVISORS 1999 - 2000
Skills
Mutual Funds, Portfolio Management, Strategy, Business Development, New Business Development, Series 7, Entrepreneurship, Alternative Investments, Strategic Financial..., Asset Allocation, Financial Analysis, Due Diligence, Investments, Marketing Strategy, Real Estate Economics, Estate Planning, Executive Management, Investment Properties, Valuation, FINRA, Retirement, Relationship Management, Sales Operations, Retirement Planning, Training, Marketing, Real Estate, Sales Management, Leadership, Financial Services, Selling, Asset Management, CRM, Finance, Equities, Securities
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
BBA, Marketing/Marketing Management, General
Karyn Bostick's First American Funds Experience June 2009 - December 2010
Job Director, Strategic Relationship Management at USAA
Industry Financial Services
Experience
USAA October 2013 - Present
San Diego Area December 2010 - October 2013
First American Funds June 2009 - December 2010
Brandes Investment Partners June 1996 - June 2009
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1994
Bachelor Science, Business Management
USAA October 2013 - Present
San Diego Area December 2010 - October 2013
First American Funds June 2009 - December 2010
Brandes Investment Partners June 1996 - June 2009
Education
Saint John's University - Peter J. Tobin College of Business 1991 — 1994
Bachelor Science, Business Management
Troy Maag's First American Funds Experience April 2005 - February 2008
Job Regional Vice President External Wholesaler at Dreyfus
Industry Financial Services
Experience
Dreyfus December 2013 - Present
Allianz Group February 2008 - November 2013
First American Funds April 2005 - February 2008
Education
St. Cloud State University 1991 — 1996
Dreyfus December 2013 - Present
Allianz Group February 2008 - November 2013
First American Funds April 2005 - February 2008
Education
St. Cloud State University 1991 — 1996
Nick Lanctot's First American Funds Experience 2005 - 2010
Job Vice President, Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments 2011 - Present
First American Funds 2005 - 2010
Skills
Separately Managed..., Asset Allocation, Mutual Funds, Securities, Investment Strategies, Wealth Management, Series 65, Investment Advisory, Series 63, Series 7
Education
St. Cloud State University - Herberger Business School 1998 — 2002
B.S., Marketing
Nuveen Investments 2011 - Present
First American Funds 2005 - 2010
Skills
Separately Managed..., Asset Allocation, Mutual Funds, Securities, Investment Strategies, Wealth Management, Series 65, Investment Advisory, Series 63, Series 7
Education
St. Cloud State University - Herberger Business School 1998 — 2002
B.S., Marketing
Evan Lundquist's First American Funds Experience 1993 - 2000
Job Inst Sales at UBS
Industry Investment Banking
Experience
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
UBS PM / Sr AnalystProvident AdvisorsJanuary 2004 - August 2004
Nicholas Applegate 2000 - 2003
Nicholas Applegate March 2000 - May 2002
FAF Advisors July 1993 - March 2000
FAF Advisors 1993 - 2000
First Trust 1993 - 2000
First American Funds 1993 - 2000
Education
Saint Mary's University of Minnesota 1990 — 1993
Accounting
Gregory Bender's First American Funds Experience May 2006 - April 2008
Job Regional Vice President at Piedmont Capital Distributors, LLC
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC April 2015 - Present
Geneva Investment ManagementPiedmont March 2013 - March 2015
America First Capital Management November 2011 - April 2012
Principal Financial Group April 2008 - June 2011
First American Funds May 2006 - April 2008
Hartman Management June 2005 - April 2006
Prudential Financial 1996 - 2005
Skills
Series 7, Series 63, CIMA, Mutual Funds, Annuity Sales, Separately Managed..., ETFs, UIT, REIT, Series 65, Series 6, Wealth Management, Retirement Planning, Investment Management, 401k, Uniform Combined State..., Series 24, Investment Advisory, Retirement, Variable Annuities
Education
Rutgers University-New Brunswick 1986 — 1994
bachelors of arts, Economics
Piedmont Capital Distributors, LLC April 2015 - Present
Geneva Investment ManagementPiedmont March 2013 - March 2015
America First Capital Management November 2011 - April 2012
Principal Financial Group April 2008 - June 2011
First American Funds May 2006 - April 2008
Hartman Management June 2005 - April 2006
Prudential Financial 1996 - 2005
Skills
Series 7, Series 63, CIMA, Mutual Funds, Annuity Sales, Separately Managed..., ETFs, UIT, REIT, Series 65, Series 6, Wealth Management, Retirement Planning, Investment Management, 401k, Uniform Combined State..., Series 24, Investment Advisory, Retirement, Variable Annuities
Education
Rutgers University-New Brunswick 1986 — 1994
bachelors of arts, Economics
Ann Dirksen's First American Funds Experience December 2007 - January 2011
Job Senior Vice President, National Accounts at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Nuveen Investments January 2011 - May 2012
First American Funds December 2007 - January 2011
Morgan Stanley 2005 - 2006
UBS 1995 - 2005
Skills
Series 63, Relationship Management, Separately Managed..., Series 7, Management, Asset Allocation, Financial Services, Mutual Funds, Alternative Investments, Investment Advisory, Securities, Wealth Management, ETFs
Education
University of California, Santa Barbara 1986 — 1990
Meng Chang's First American Funds Experience August 2013 - September 2015
Job Fund Accountant at Metropolitan Council of the Twin Cities
Industry Financial Services
Experience
Metropolitan Council of the Twin Cities September 2015 - Present
First American Funds August 2013 - September 2015
US Bancorp Investments January 2011 - August 2013
School Business Solutions August 2011 - February 2012
LarsonAllen September 2008 - March 2009
Skills
Financial Planning, Investments, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Microsoft Excel, Auditing, General Ledger, Internal Controls, Mutual Funds, Analysis, GAAP, Customer Service, Financial Accounting
Education
Bethel University 2004 — 2008
BA, Business
University of Wisconsin-Madison 2004 — 2005
Metropolitan Council of the Twin Cities September 2015 - Present
First American Funds August 2013 - September 2015
US Bancorp Investments January 2011 - August 2013
School Business Solutions August 2011 - February 2012
LarsonAllen September 2008 - March 2009
Skills
Financial Planning, Investments, Financial Analysis, Financial Reporting, Accounting, Strategic Financial..., Microsoft Excel, Auditing, General Ledger, Internal Controls, Mutual Funds, Analysis, GAAP, Customer Service, Financial Accounting
Education
Bethel University 2004 — 2008
BA, Business
University of Wisconsin-Madison 2004 — 2005
Lynn Jancik, ChFC's First American Funds Experience December 2005 - January 2011
Job Compliance Analyst
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
U.S. Bank February 2011 - January 2014
First American Funds December 2005 - January 2011
Education
Metropolitan State University
Bachelors, Finance
Ameriprise Financial Services, Inc. January 2014 - Present
U.S. Bank February 2011 - January 2014
First American Funds December 2005 - January 2011
Education
Metropolitan State University
Bachelors, Finance
Rex Hunsaker's First American Funds Experience May 2005 - May 2007
Job Regional Vice President Asset Management at Columbia Management
Industry Financial Services
Experience
Columbia Management May 2007 - Present
First American Funds May 2005 - May 2007
Nationwide Insurance January 2000 - May 2005
PLANCO 1999 - 2000
Education
Southern Oregon University 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Columbia Management May 2007 - Present
First American Funds May 2005 - May 2007
Nationwide Insurance January 2000 - May 2005
PLANCO 1999 - 2000
Education
Southern Oregon University 1989 — 1992
Bachelor of Science (BS), Business Administration and Management, General