Galliard Capital Management

Industry: Company

Description

Founded: 1995 Parent organizations: Wells Fargo, Wells Fargo Asset Management Holdings, LLC

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Galliard Capital Management Employees

Employee
Years
Job
Industry
Elizabeth Krejci Elizabeth Krejci Portland, Oregon Details
Elizabeth Krejci's Galliard Capital Management Experience March 2011 - May 2011
Job Executive Assistant at GoHealth Urgent Care
Industry Hospital & Health Care
Experience
GoHealth Urgent Care  February 2015 - Present
One Third More   March 2014 - January 2015
The Milwaukee County Historical Society   September 2012 - September 2013
Duncan Solutions  August 2011 - May 2012
Office Team  March 2011 - February 2012
Galliard Capital Management   March 2011 - May 2011

Skills
Social Media, Research, Writing, Creative Writing, Editing, Nonprofits, Event Planning, Leadership, Editorial, Publishing, Copy Editing, Proofreading, InDesign, Adobe Creative Suite, Microsoft Publisher, Desktop Publishing, Adobe Contribute, Critical Thinking, Volunteer Management, Marketing, Sales, Non-profits, Customer Service, Social Media Marketing, PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Public Speaking, Fundraising, Blogging, Management, English, English Literature, Grammar, Copywriting, Photoshop, Community Outreach, Event Management, Social Networking, Higher Education

Education
Nottingham Trent University   2013 — 2014
Master of Arts (MA), Creative Writing

UW-Milwaukee   2012 — 2012
Non-Degree Masters Credit, Creative Writing

Carleton College   2005 — 2009
Bachelor of Arts, English, Medieval and Renaissance Studies

Gauri Jadhav Gauri Jadhav Minneapolis, Minnesota Details
Gauri Jadhav's Galliard Capital Management Experience December 2013 - Present
Job Associate Director, Quantitative Analysis at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   December 2013 - Present
Galliard Capital Management   December 2011 - December 2013
Galliard Capital Management   June 2009 - December 2011
University of Minnesota  September 2008 - May 2009
Ellerbe Becket  September 2005 - August 2006

Skills
Alternative Investments, Asset Management, Bloomberg, Financial Modeling, Fixed Income, Asset Allocation, Quantitative Analytics, Investment Strategies, Investment Management, Portfolio Management, Investments, Equities

Education
University of Minnesota - Carlson School of Management   2010 — 2013
Master of Business Administration (MBA), Finance

University of Minnesota-Twin Cities   2004 — 2009
Bachelor of Science (B.S.), Mechanical Engineering, French Minor

L'universite de Paul Valery
French Minor

CFA Level 2 Candidate

Tyler Wadsworth Tyler Wadsworth Minneapolis, Minnesota Details
Tyler Wadsworth's Galliard Capital Management Experience August 2013 - Present
Job Investment Associate at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   August 2013 - Present
Galliard Capital Management   May 2011 - August 2013

Skills
Fixed Income, Structured Finance, Investment Management, Fixed Income Strategies, SQL, Bloomberg, Quantitative Analytics, C#, Asset Management, Fixed Income Analysis, Alternative Investments, Ruby, Quantitative Finance, Python, Relational Databases

Education
University of Minnesota-Twin Cities   2012 — 2014
Masters, Financial Mathematics

St. Olaf College   2007 — 2011
Mathematics, Economics

Becca Tourville Becca Tourville Minneapolis, Minnesota Details
Becca Tourville's Galliard Capital Management Experience July 2013 - August 2013
Job Business Analyst at Target
Industry Events Services
Experience
Target  June 2015 - Present
The Event Group  May 2014 - August 2014
Galliard Capital Management   July 2013 - August 2013
Hueler Companies   June 2012 - August 2012
Farmers Market Annex   June 2010 - July 2012
Bruegger's Bagels  June 2010 - July 2012

Skills
Microsoft Office, Strategic Planning, Customer Service, Photoshop, Event Planning, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Team Leadership, Teamwork, Marketing, Event Management, Social Media, Social Networking, Administrative..., Social Media Marketing, Public Speaking

Education
College of Saint Benedict and Saint John's University   2011 — 2015
Bachelor of Arts (BA), Economics, Junior

Benilde- St. Margaret's High School   2007 — 2011

Evan Hewitt Evan Hewitt Minneapolis, Minnesota Details
Evan Hewitt's Galliard Capital Management Experience March 2014 - Present
Job Client Portfolio Analyst at Galliard Capital Management
Industry Capital Markets
Experience
Galliard Capital Management   March 2014 - Present
3M  May 2013 - February 2014
3M  May 2012 - April 2013
Macalester College  April 2011 - April 2012
Macalester College  August 2011 - December 2011

Skills
Economics, Stata, Data Analysis, Research, Statistics, Spanish, Microsoft Excel, PowerPoint, R, Microsoft Office, SAS, Public Speaking, SPSS, Policy Analysis, Microsoft Word, Analysis, Mathematica, Teaching, Econometrics, Qualitative Research, Financial Analysis, Access, Financial Modeling

Education
Macalester College   2008 — 2012
Bachelor of Arts (B.A.), Economics

Mound-Westonka High School   2004 — 2008

CFA Institute

Mark Perzichilli Mark Perzichilli Greater Minneapolis-St. Paul Area Details
Mark Perzichilli's Galliard Capital Management Experience July 2013 - Present
Job Business Analyst at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   July 2013 - Present
Galliard Capital Management   September 2012 - August 2013
Wells Fargo  September 2010 - September 2012

Skills
Finance, Microsoft Excel, PowerPoint, Access, Analysis, Microsoft Visio, Leadership, Process Analysis, Project Management, Outlook, Social Networking, Microsoft SQL Server, Fixed Income, Stable Value, Marketing, Microsoft Word, Customer Service, Photoshop, Keynote, ETFs, Teamwork, Microsoft Office, Social Media, Sales, Public Speaking, Retail, Social Media Marketing, Financial Analysis

Education
Bethel University   2006 — 2010
Bachlor, Finance, International Business

Kurt Merkle, CFA Kurt Merkle, CFA Greater Minneapolis-St. Paul Area Details
Kurt Merkle, CFA's Galliard Capital Management Experience November 2009 - November 2010
Job Director Due Diligence at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   May 2013 - Present
Columbia Management  November 2010 - May 2013
Galliard Capital Management   November 2009 - November 2010
Ameriprise Financial Services, Inc.   June 2003 - November 2009

Skills
Bloomberg, Fixed Income, Equities, Asset Managment, Investments, Financial Modeling, Mutual Funds, Asset Allocation, Series 7, Investment Strategies, Alternative Investments, Performance Attribution, Asset Management, Risk Management, Financial Risk, Finance, Analysis, Financial Services, Portfolio Management

Education
University of Minnesota - Carlson School of Management   2003 — 2006
MBA, Finance

University of Saint Thomas   1999 — 2003
BA, Accounting

Matthew Rumph Matthew Rumph Minneapolis, Minnesota Details
Matthew Rumph's Galliard Capital Management Experience January 2011 - January 2012
Job
Industry Writing and Editing
Experience
Free Lance SEO   January 2012 - Present
Writing  June 2005 - March 2014
Galliard Capital Management   January 2011 - January 2012
Anchor Sign, Inc   January 2006 - January 2008
Doubletree Inn and Hilton Charleston Harbor Resort   January 2001 - January 2006
Rockford Steel   January 1998 - January 2001
Talon, Inc   January 1995 - January 1998
U.S. Army   January 1985 - January 1989
U.S. Army Reserves   January 1984 - January 1985

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Manual Drafting, AutoCAD, Critical Thinking, Baking, Cooking, Management, Technical Writing, Creative Writing

Education
College of Charleston   2001 — 2006
Bachelor of Arts (B.A.), English Language and Literature/Letters, 3.4/4

Central Piedmont Community College   1991 — 1993
Associate's of Applied Science, Mechanical Engineering Technology, 3.6/4

Matthew Remington Matthew Remington Greater Minneapolis-St. Paul Area Details
Matthew Remington's Galliard Capital Management Experience October 2014 - Present
Job Client Service Consultant at Galliard Capital Management
Industry Marketing and Advertising
Experience
Galliard Capital Management   October 2014 - Present
Galliard Capital Management   September 2013 - October 2014
The Toro Company  May 2013 - August 2013
Alpha Video  April 2013 - May 2013
Central College Media Center   August 2009 - May 2012
IKEA US  June 2011 - August 2011
Hotcourses   January 2011 - May 2011
Valleyfair Amusement Park  May 2009 - October 2010

Skills
Video, Editing, Social Media, Facebook, Social Networking, Advertising, Video Editing

Education
Central College   2008 — 2012
Bachelor of Arts, Business Management

David H. Lui David H. Lui Greater Minneapolis-St. Paul Area Details
David H. Lui's Galliard Capital Management Experience December 2010 - Present
Job Principal at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   December 2010 - Present
U.S. Bancorp Asset Management (FAF Advisors) & First American Funds   March 2005 - December 2010
Franklin Templeton Investments  February 2004 - March 2005
Charles Schwab & Co., Inc.   July 2000 - February 2004
Charles Schwab Investment Management  July 1997 - June 2000
Charles Schwab Investment Management  July 1992 - July 1997
Thelen, Marrin, Johnson & Bridges   August 1989 - July 1992
Rosen, Wachtell & Gilbert   May 1987 - July 1989

Skills
Admitted to Practice, State Bar of California, Securities, Securities Regulation, FINRA, Investment Advisers Act, Mutual Funds, Corporate Governance, Asset Managment, Investment Company Act, Investments, SEC, Investment Advisory, Risk Management, Derivatives, Uniform Combined State..., Asset Management, Bloomberg, Fund Of Funds, Due Diligence, Investment Management, Financial Regulation, Series 7, Series 24, Corporate Law, Series 65, Broker-Dealer, Portfolio Management, Financial Services, FCPA, Mergers & Acquisitions, Private Placements, KYC, Start-ups, Alternative Investments, OFAC, SEC filings, Legal Writing, Securities Litigation, Series 63, ERISA, ETFs, Fixed Income, Equities, Legal Compliance, Private Equity

Education
University of California, Hastings College of the Law   1985 — 1988
J.D., Law

Brown University   1978 — 1982
A.B. Honors, History

William Ingle William Ingle Minneapolis, Minnesota Details
William Ingle's Galliard Capital Management Experience August 2005 - Present
Job Systems Architect at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   August 2005 - Present
pTeraDac   1998 - 2003

Skills
Software En, Databases, Data Quality, Software Solution...

Education
University of Minnesota-Twin Cities   2004 — 2006
Master of Science (M.S.), Computer Software Engineering

St. Olaf College   1993 — 1997
Bachelor's degree, Economics

Seth Mork Seth Mork Greater Minneapolis-St. Paul Area Details
Seth Mork's Galliard Capital Management Experience January 2015 - Present
Job Associate Director at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   January 2015 - Present
Galliard Capital Management   November 2012 - Present
Galliard Capital Management   August 2009 - November 2012
Wells Fargo Business Payroll Services  December 2005 - July 2009

Skills
RFP, Proposal Writing, Stable Value, Fixed Income, Asset Management

Education
Minnesota State University, Mankato   2000 — 2005
BS, Communications

Erick Tralle Erick Tralle Greater Minneapolis-St. Paul Area Details
Erick Tralle's Galliard Capital Management Experience June 2013 - Present
Job Client services consultant at Galliard Capital Management, MBA Student
Industry Investment Management
Experience
Galliard Capital Management   June 2013 - Present
Wells Fargo Insurance Services  January 2013 - June 2013
AmeriCorps  February 2012 - April 2013
Minnesota Department of Agriculture  May 2009 - September 2011
Goodwill/Easter Seals industries   June 2004 - January 2007

Skills
Non-profits, Volunteer Management, Community Outreach, Program Development, Social Services, Community Development, Event Planning, Public Speaking, Community Engagement, International Relations, Media Relations, Nonprofits, Leadership, Customer Service, Marketing, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Research

Education
Hamline University   2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

The University of Birmingham   2009 — 2010
International Relations and Affairs

University of Minnesota   2006 — 2010
Bachelor of Arts, Political Science

Jacob Amos Jacob Amos Greater Minneapolis-St. Paul Area Details
Jacob Amos's Galliard Capital Management Experience June 2014 - August 2014
Job Junior Trader at CHS
Industry Capital Markets
Experience
CHS  February 2015 - Present
Galliard Capital Management   June 2014 - August 2014
The Concordian  April 2012 - May 2014
Concordia College  September 2010 - May 2014
MasterCard  June 2013 - August 2013

Skills
Algorithmic Trading, Quantitative Finance, Financial Modeling, Statistical Modeling, Data Mining, Equities, Fixed Income, Python, R, Matlab, VBA, SQL, C#, C++, Leadership, Research, Politics, Statistics, Qualitative Research, Policy Analysis, Financial Economics, Public Speaking

Education
University of Washington   2014 — 2015
Master of Science (M.S.), Computational Finance

Concordia College   2010 — 2014
Bachelor of Arts (BA), Economics, Mathematics

Stillwater Area High School   2007 — 2010
Diploma, 3.97 unweighted / 4.00+ weighted

Nicole Berger Nicole Berger Greater Minneapolis-St. Paul Area Details
Nicole Berger's Galliard Capital Management Experience September 2013 - Present
Job Contracts Project Manager at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   September 2013 - Present
Galliard Capital Management   September 2011 - Present
Mooney Vision Solutions   2011 - December 2011
Bank of the West  October 2008 - June 2009
Wells Fargo Bank, N.A.   January 1999 - January 2008
Wells Fargo Bank, N.A.   January 1997 - January 1999
Wells Fargo Bank, N.A.   January 1996 - January 1997
Carlson Companies  January 1995 - January 1996

Skills
Asset Managment, Securities, Investments, Banking, Alternative Investments, Fixed Income, Financial Services, Risk Management, Finance

Education
Augsburg College   1991 — 1995
B.A., Psychology

Taylor Benson Taylor Benson Baltimore, Maryland Area Details
Taylor Benson's Galliard Capital Management Experience June 2011 - Present
Job Consultant Relations and Client Servicing at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   June 2011 - Present
Segal Advisors  June 2008 - June 2011
Legg Mason  July 2007 - June 2008
Segal Advisors  May 2004 - June 2007

Skills
Fixed Income, Alternative Investments

Education
Providence College   1999 — 2003
Finance and Mathematics

Laurie Kern Laurie Kern Greater Minneapolis-St. Paul Area Details
Laurie Kern's Galliard Capital Management Experience May 2014 - Present
Job Senior Compliance Associate at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   May 2014 - Present
Fiduciary Counselling, Inc.   May 2011 - April 2014
Clearwater Investment Trust   December 2013 - March 2014
Clearwater Management Company   December 2013 - March 2014
Fiduciary Counselling, Inc.   April 2010 - May 2011
Thrivent Financial for Lutherans  September 2007 - March 2010
American Express Financial Advisors  2003 - 2005
American Express Financial Advisors  1997 - 2003

Skills
Regulatory Compliance, Process Improvement, Internal Controls, Leadership, Team Management, Management, Financial Services, Investments, Change Management, Asset Management

Education
Cardinal Stritch University   1989 — 1991
BS, Business Management

Rizwan Hassan Rizwan Hassan Greater Minneapolis-St. Paul Area Details
Rizwan Hassan's Galliard Capital Management Experience September 2015 - Present
Job Database Analyst at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   September 2015 - Present
General Mills  March 2013 - September 2015
Kroll Ontrack  March 2012 - March 2013
Virteva  December 2008 - March 2012
Agosto  May 2008 - December 2008
Square Enix  2006 - 2008
Primarion  2005 - 2006

Skills
Windows Server 2008, VMware, Active Directory, SQL Server, Virtualization, Servers, Troubleshooting, Windows Server, Cloud Computing, DNS, Clustering, System Administration, Hyper-V, Microsoft SQL Server, Databases, Windows, SQL, Cluster

Education
California State University-Dominguez Hills   2007 — 2009
MBA, Finance

California State University-Dominguez Hills   2001 — 2006
B.S., Business Admin with Info Systems

PISR   1998 — 2000

Jeff Hay Jeff Hay Greater Minneapolis-St. Paul Area Details
Jeff Hay's Galliard Capital Management Experience June 2013 - Present
Job Investment Analyst at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   June 2013 - Present
Galliard Capital Management   September 2011 - June 2013
Wells Fargo  September 2009 - September 2011
Wells Fargo  January 2007 - September 2009
American Investors Bank   January 2006 - January 2007
South Dakota Air National Guard  September 2000 - September 2006
Allied Home Mortgage  May 2005 - January 2006

Skills
Loans, Mortgage Lending, Securities, Financial Analysis, Investments, Asset Managment, Process Improvement, Analysis, Microsoft Excel, Microsoft Access

Education
Hamline University   2010 — 2012
MBA

The University of South Dakota   2000 — 2005
BBA, Finance

2016 Level II Candidate in the CFA Program

Jordan Bewley Jordan Bewley Greater Minneapolis-St. Paul Area Details
Jordan Bewley's Galliard Capital Management Experience October 2012 - Present
Job Client Portfolio Analyst at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   October 2012 - Present
Galliard Capital Management   February 2011 - October 2012
Standard Parking  November 2006 - February 2011
Standard Parking  August 2004 - November 2006

Skills
Financial Analysis, Budget Development, Business Valuation, NPV, Windows, Excel, Word, PowerPoint, Access, Mac OS, PAM, SEI, Operational Controls, AS400, P&L, Microsoft Office, Outlook, Budgeting, Customer Relations, Customer Service, Analysis, Economics, Social Media, DTC, Competitive Analysis, Sensitivity Analysis, Market Analysis, Profit & Loss Management, SOX, Income Statement, Budgets, Microsoft Excel, Microsoft Word, Customer Satisfaction, Management, Strategic Planning, Portfolio Management, Investments, Financial Modeling, Financial Reporting, Asset Management, Finance, Sarbanes-Oxley Act

Education
Hamline University   2010 — 2012
Master of Business Administration (M.B.A.), Finance

St. John's University   2000 — 2004
B.A., Economics

Sauk Rapids High School   1996 — 2000

Ben Modica Ben Modica Minneapolis, Minnesota Details
Ben Modica's Galliard Capital Management Experience August 2013 - Present
Job Fund Accountant at Galliard Capital Management
Industry Accounting
Experience
Galliard Capital Management   August 2013 - Present
PwC  August 2011 - July 2012
Union Pacific Railroad  April 2010 - September 2011
Borch's Sporting Goods   June 2006 - April 2010
The Schwan Food Company  June 2009 - August 2009
TJ Maxx  June 2004 - March 2006

Skills
Accounting, Financial Reporting, Financial Analysis, Auditing, Microsoft Excel, Financial Accounting, Internal Controls

Education
Creighton University   2007 — 2011
Bachelor of Science, Accounting

Jesse Ahlbrecht Jesse Ahlbrecht Greater Minneapolis-St. Paul Area Details
Jesse Ahlbrecht's Galliard Capital Management Experience February 2011 - Present
Job Senior Associate at Galliard Capital Management
Industry Banking
Experience
Galliard Capital Management   February 2011 - Present
Aon Benfield  November 2009 - March 2011
Aon Benfield  July 2008 - March 2009
Wells Fargo Bank  January 2008 - July 2008
Wells Fargo Financial  September 2007 - January 2008
Wells Fargo Investments  October 2005 - August 2007

Skills
Investments, Analysis, Portfolio Management, Insurance, Credit

Education
University of Minnesota-Duluth   2003 — 2005
Bachelor of Business Administration, Finance

Vermilion Community College   2000 — 2002
A.A., Generals

Steven Janke Steven Janke Greater Minneapolis-St. Paul Area Details
Steven Janke's Galliard Capital Management Experience January 2006 - August 2007
Job Strategic Consultant GE
Industry Automotive
Experience
GE Capital  December 2014 - Present
UnitedHealth Group  April 2010 - December 2014
Carlson School of Management  August 2007 - May 2009
Thomson FindLaw  2008 - 2008
Galliard Capital Management   January 2006 - August 2007
FAF Advisors  December 2004 - January 2006

Skills
Financial Analysis, Competitive Analysis, Valuation, Strategy, Analysis, Business Analysis, Finance, Forecasting, Process Improvement, Portfolio Management, Budgets, Business Planning, Management, Business Strategy, Investments, Marketing, Fixed Income, Financial Modeling

Education
University of Minnesota - Carlson School of Management   2007 — 2009
MBA

St. Cloud State University   2001 — 2004
BS, Finance and Economics

Wayzata High School   1996 — 2000
Diploma

Braden Anderson Braden Anderson Greater Minneapolis-St. Paul Area Details
Braden Anderson's Galliard Capital Management Experience October 2014 - Present
Job Associate Marketing Analyst at Galliard Capital Management
Industry Marketing and Advertising
Experience
Galliard Capital Management   October 2014 - Present
Graco  April 2013 - October 2014
Northern Natural Gas  June 2012 - September 2012
The Grands at Mulligans   June 2011 - September 2012

Skills
Microsoft Word, Customer Service, Social Media Marketing, Facebook, Advertising, Marketing Communications, Public Speaking, Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Teamwork, HTML, Event Planning, Research, Illustrator, Graphic Design, InDesign, Marketing, Entrepreneurship, Marketing Research, Word Of Mouth Marketing, Market Research

Education
Bethel University   2010 — 2014
Bachelor's Degree, Marketing, Entrepreneurship

Ron Hillmer Ron Hillmer Saint Paul, Minnesota Details
Ron Hillmer's Galliard Capital Management Experience June 2015 - August 2015
Job Contract Analyst Intern at Galliard Capital Management
Industry
Experience
Galliard Capital Management   June 2015 - August 2015

Skills
Analysis, Financial Analysis, Microsoft Excel, Problem Solving, Legal Writing, Legal Research, Critical Thinking, Communication, Microsoft Office, Public Speaking, Research

Education
University of Minnesota Law School   2013 — 2016
Doctor of Law (J.D.)

Hamline University
Bachelor of Business Administration (BBA), Finance, summa cum laude, 3.93 GPA

Robert Barrett, CFA Robert Barrett, CFA Greater Minneapolis-St. Paul Area Details
Robert Barrett, CFA's Galliard Capital Management Experience January 2012 - Present
Job Associate Director at Galliard Capital Management
Industry Banking
Experience
Galliard Capital Management   January 2012 - Present
Wells Fargo  April 2008 - January 2012
Wells Fargo  July 2004 - April 2008

Skills
Portfolio Management, Fixed Income, Capital Markets, Analysis, Trading

Education
University of Minnesota - Carlson School of Management   2009 — 2011
MBA, Finance

University of Minnesota - Carlson School of Management   2000 — 2004
BSB, Finance, Risk Management, Marketing

Jennifer Lammers Jennifer Lammers Greater Minneapolis-St. Paul Area Details
Jennifer Lammers's Galliard Capital Management Experience December 2013 - Present
Job Chief Compliance Officer at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   December 2013 - Present
Clearwater Investment Trust   September 2009 - December 2013
Clearwater Management Company   September 2009 - December 2013
Fiduciary Counselling, Inc.   August 2009 - November 2013
RiverSource Investments/Riversource Funds   October 2006 - April 2009
RBC Asset Management (formerly Voyageur Asset Management)   June 2002 - October 2006
RBC Asset Management (formerly Voyageur Asset Management)   September 2001 - October 2006
RBC Wealth Management (Formerly RBC Dain Rauscher)   1998 - 2000
PROSAR  1997 - 1998
Multifoods  1992 - 1997

Skills
Mutual Funds, Asset Managment, SEC filings, Public Speaking, Strategic Financial..., Corporate Governance, Board Governance, Financial Analysis, Business Strategy, Business Planning, Management, Change Management, Project Management, Financial Risk, Private Equity, Board Administration, Board Relations, Financial Reporting, Risk Management, Mentoring, Compliance, Vendor Management, Negotiation, Series 7, French, Strategic Leadership, Internal Controls, Asset Management, Strategy, Accounting, Auditing

Education
University of Houston, C.T. Bauer College of Business   1984 — 1986
MBA, Accounting

BYU
Bachelor of Science, Psychology/International Relations

Andy Apostol Andy Apostol Scottsdale, Arizona Details
Andy Apostol's Galliard Capital Management Experience October 2010 - August 2014
Job Senior Account Manager at Invesco US
Industry Investment Management
Experience
Invesco US  August 2014 - Present
Galliard Capital Management   October 2010 - August 2014
Dwight Asset Management  May 2007 - September 2010
INVESCO  1991 - 2007
Chevron USA  June 1989 - March 1991

Skills
Fixed Income, Bloomberg, Investment Management, Equities, Mutual Funds, Asset Allocation, Asset Management, Alternative Investments, Relationship Management, Investments, Hedge Funds, Portfolio Management, Asset Managment, Trading, Bonds, Investment Strategies, Capital Markets

Education
University of Oregon - Charles H. Lundquist College of Business   1985 — 1989
Business Administration and Management, General

Fiona Donahoe Fiona Donahoe Greater Minneapolis-St. Paul Area Details
Fiona Donahoe's Galliard Capital Management Experience May 2006 - Present
Job Senior Associate Administrative Assistant III at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   May 2006 - Present
Lansdowne Creative Marketing LTD   March 2002 - December 2005
Wells Fargo Bank  September 1998 - September 2002

Skills
Communication, Interpersonal Skill, Research, Event Planning, Strategic Planning, Organization, Event Management, Training Delivery, Fitness Training, Instructor-led Training, Staff Development, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, InDesign, Travel Planning, Invoice Processing, Telephone Interviewing, Meet Deadlines, Workshop Facilitation, Administrative Work, Workshop Development, Train New Employees, Recruiting, Administration

Education
Augsburg College   2007 — 2009
BA, Communication; Human Relations, 3.0

Normandale Community College   1998 — 2001
Associate of Arts Degree, General Studies, 3.0

Angela Dardis, CPA Angela Dardis, CPA Greater Minneapolis-St. Paul Area Details
Angela Dardis, CPA's Galliard Capital Management Experience December 2011 - June 2013
Job Vice President, Investor Accountant at Pine River Capital Management
Industry Accounting
Experience
Pine River Capital Management  July 2013 - Present
Galliard Capital Management   December 2011 - June 2013
Cargill Inc. - CarVal Investors   September 2007 - December 2011
Hans Hagen Homes, Inc.   March 2006 - September 2007
Crescendo Ventures  July 2001 - March 2006
Licari, Larsen and Co.   November 1998 - July 2001

Skills
Vendor Management, Business Intelligence, Contract Negotiation, Human Resources, Recruiting, Talent Acquisition, ERP, Alternative Investments, Internal Communications, Derivatives, Fund Accounting, Event Planning, Team Leadership, Process Scheduler, Product Management

Education
University of Minnesota-Duluth   1995 — 1999
Bachelors of Accounting

Preston Ghizoni Preston Ghizoni Greater Minneapolis-St. Paul Area Details
Preston Ghizoni's Galliard Capital Management Experience January 2014 - Present
Job Securities Operations Service Specialist at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   January 2014 - Present
General Nutrition Center  July 2013 - December 2013
Coon Rapids High School  March 2013 - July 2013
Blackstone Inc.  August 2012 - February 2013
Casino Mardi Gras West   February 2012 - August 2012

Skills
Event Management, Event Planning, Coaching, Sports, Marketing, Customer Service, Sports Management, Sports Marketing, PowerPoint, Athletics, Leadership, Microsoft Excel, Management, Microsoft Office, Sales, Teamwork, Time Management

Education
North Dakota State University   2007 — 2011
Bachelor of Science (B.S.), Business Administration, Management and Operations

Coon Rapids High School   2004 — 2007

Mary Towle Mary Towle Minneapolis, Minnesota Details
Mary Towle's Galliard Capital Management Experience September 2001 - September 2005
Job Investment Systems Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial  September 2005 - Present
Galliard Capital Management   September 2001 - September 2005
Davanni's  1984 - 2001

Skills
Factset, PAM for Securities, Bloomberg Terminal, Microsoft Access, Microsoft Excel, Investments, Fixed Income Analysis, Tradeweb, BondEdge, Securities, Software System Analysis, Process Improvement

Education
University of Minnesota - Carlson School of Management   1997 — 2001
Bachelor of Science (BS), Management Information Systems, General

Pete Schmit, CFA Pete Schmit, CFA Minneapolis, Minnesota Details
Pete Schmit, CFA's Galliard Capital Management Experience October 2014 - Present
Job Director at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   October 2014 - Present
Towers Watson  October 2008 - October 2014
Citi Smith Barney  June 2005 - October 2008
Smith Barney  June 2004 - August 2004
Martin Brothers Distributing Co.   June 2002 - August 2004

Skills
Investments, Asset Allocation, Capital Markets, Fixed Income, Financial Advisory, Equities, Alternative Investments, Investment Strategies, Mutual Funds, Financial Analysis, Portfolio Management, Hedge Funds, Asset Management, Investment Management, Due Diligence, Investment Advisory, Fund Of Funds, Derivatives, Wealth Management

Education
CFA Institute

University of Northern Iowa   2001 — 2005
BS, Finance

University of Wisconsin-Madison   2000 — 2001

St. Charles High School   1996 — 2000

Benjamin Doty, CFA Benjamin Doty, CFA Gainesville, Florida Area Details
Benjamin Doty, CFA's Galliard Capital Management Experience December 2010 - July 2011
Job Sr. Investment Director
Industry Investment Management
Experience
Koss Olinger Financial Group  July 2011 - Present
Galliard Capital Management   December 2010 - July 2011
University of St. Thomas  August 2010 - December 2010
University of Minnesota  August 2007 - August 2010
Greater Bay Bank  July 2004 - July 2007
Stamper Capital & Investments, Inc.   January 2003 - July 2004
Nortel Networks  June 2001 - July 2002
First Union  June 2000 - August 2000
Habitat for Humanity International  January 1998 - July 1999

Skills
Finance, Portfolio Management, Financial Modeling, Investments, Microsoft Office, Research, Asset Allocation, Economics, Recruiting, Fixed Income, Equities, Financial Analysis, Human Resources, Asset Management, Editing, Microsoft Excel, Analysis, Bloomberg, PowerPoint

Education
University of Georgia - Terry College of Business   1999 — 2001
Master of Business Administration (M.B.A.)

The University of Georgia   1994 — 1997
Bachelor of Arts (B.A.), Economics

Joshua Varghese Joshua Varghese Lakeville, Minnesota Details
Joshua Varghese's Galliard Capital Management Experience June 2013 - September 2013
Job Software Engineering Intern at UTC Aerospace Systems
Industry Computer Software
Experience
UTC Aerospace Systems  June 2014 - Present
Merrill Brink International  March 2014 - June 2014
University of Minnesota  December 2013 - March 2014
Galliard Capital Management   June 2013 - September 2013

Skills
Software Engineering, Analysis, HTML, Microsoft Excel, Microsoft Office, Public Speaking, Teamwork, Microsoft Word, SQL Server Management..., C#, Application Lifecycle..., C++, Testing, Java, Social Networking

Education
University of Minnesota-Twin Cities   2012 — 2016
Bachelor's Degree, Computer Science

Lakeville South High School   2008 — 2012
High School, 4.1 GPA

Tashana Bennett Tashana Bennett Minneapolis, Minnesota Details
Tashana Bennett's Galliard Capital Management Experience February 2010 - May 2013
Job Implementation Consultant at Wells Fargo Technology Infrastructure Services
Industry Banking
Experience
Wells Fargo  July 2014 - Present
Wells Fargo Home Mortgage  May 2013 - July 2014
Galliard Capital Management   February 2010 - May 2013
Wells Fargo  2011 - 2013
Wells Fargo  April 2008 - February 2010

Skills
Business Coaching, Mentoring, Youth Mentoring, Analysis, Management, Quality Assurance, Information Technology, Compliance, Project Management, Strategic Planning, Promotions, New Business Development, Nonprofits, Research, SharePoint, Software Documentation, Customer Service, Leadership, Banking, Sales, Strategy, Training

Education
Bethel University   2012 — 2015
Master of Business Administration (M.B.A.), Global Marketing

UOP   2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General

Chad Foote Chad Foote Greater Minneapolis-St. Paul Area Details
Chad Foote's Galliard Capital Management Experience 2008 - Present
Job Chief Operating Officer at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   2008 - Present
Lake Country Montesorri   2014 - Present
Alliance Financial Services  2006 - 2008
PwC  2001 - 2006
Wells Fargo  1999 - 2001
U.S. Bank   1998 - 1999
U.S. Bank   1996 - 1998

Skills
Asset Management, Investments, Risk Management, Valuation, Accounting, Asset Managment, Fixed Income, Financial Services, Internal Audit, Management, Financial Reporting, Alternative Investments

Education
University of Minnesota - Carlson School of Management
Bachelor's degree

Rhonda Bozich Rhonda Bozich Louisville, Kentucky Area Details
Rhonda Bozich's Galliard Capital Management Experience July 2002 - December 2007
Job B2B Connector
Industry Financial Services
Experience
Louisville Metro Parks Foundation Board   August 2008 - Present
Hilliard Lyons  August 2008 - September 2009
Galliard Capital Management   July 2002 - December 2007
Aegon Institutional Markets  April 1988 - April 2002

Skills
New Business Development, Business Relationship..., Analysis, Strategic Communications, Connector

Education
University of Louisville   1984 — 1991
BSBA, Finance

Carrie Callahan Carrie Callahan Orlando, Florida Area Details
Carrie Callahan's Galliard Capital Management Experience January 2004 - Present
Job Managing Partner at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   January 2004 - Present
SunTrust Investment Services  January 1996 - December 2004
Trusco Capital Management  2000 - 2003

Education
University of Central Florida - College of Business Administration   1991 — 1994
Business/Economics, Economics and Finance

Brandon Foxx Brandon Foxx Greater Minneapolis-St. Paul Area Details
Brandon Foxx's Galliard Capital Management Experience November 2007 - November 2010
Job Business Systems Consultant
Industry Financial Services
Experience
Wells Fargo Insurance Services  May 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.)   June 2011 - October 2012
Ameriprise Financial Services, Inc.   March 2012 - July 2012
Securian Financial Group  June 2011 - February 2012
Galliard Capital Management   November 2007 - November 2010
Wells Fargo Investments, LLC  August 2004 - November 2007
Wells Fargo and Company  October 2003 - July 2004
Financial Markets Program (UMD)   September 2003 - May 2004

Skills
Excel, Lotus Notes, Mutual Funds, Securities, Microsoft Office, Bloomberg, PAM, SEI, AWR, Word, RightFax, Fixed Income, Outlook, Microsoft Excel, PowerPoint, Financial Reporting, Access, Banking, Financial Services, Investments, Hedge Funds, Trading, Fund Accounting, User Acceptance Testing, Time Management, Data Analysis, Business Requirements, Business Analysis, Back Office, Account Reconciliation, Corporate Actions, Financial Markets, Analysis, Finance

Education
University of Minnesota Duluth   1999 — 2004
BBA, Finance, Economics

Blaine High School   1995 — 1999

Eric Vercauteren Eric Vercauteren Greater Minneapolis-St. Paul Area Details
Eric Vercauteren's Galliard Capital Management Experience April 2013 - Present
Job Director at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   April 2013 - Present
Oppenheimer Wolff & Donnelly  May 2004 - April 2013
RBC Dain Rauscher Inc.  May 1999 - June 2001

Education
University of Minnesota Law School
J.D., Law

Winona State University
BS, Finance, Investments

Remi Burros, CPA, CGMA Remi Burros, CPA, CGMA Miami Beach, Florida Details
Remi Burros, CPA, CGMA's Galliard Capital Management Experience October 2006 - May 2010
Job Vice President/Finance Consultant at Wells Fargo Bank
Industry Financial Services
Experience
Well Fargo  May 2010 - Present
Galliard Capital Management   October 2006 - May 2010
Cargill  January 2005 - November 2006
Fidelity Bank  February 2003 - December 2005

Skills
Financial Analysis, Accounting, Valuation, Investments, Financial Reporting, Financial Modeling, Finance, Budgets, Mutual Funds, Internal Audit, Asset Management, Management, Financial Services, Portfolio Management, Strategic Financial...

Education
Metropolitan State University   2008 — 2010
MBA, Finance concentration

Metropolitan State University   2004 — 2006
BS, Accounting

University of Lagos   1998 — 2003
BS, Mass Communications

Stephanie Ripley Stephanie Ripley Greater Minneapolis-St. Paul Area Details
Stephanie Ripley's Galliard Capital Management Experience July 2008 - Present
Job
Industry Capital Markets
Experience
Galliard Capital Management   July 2008 - Present
GMAC ResCap  November 2005 - March 2008
GMAC ResCap  June 1998 - November 2005
GMAC ResCap  June 2004 - August 2004

Skills
Fixed Income, Due Diligence, Capital Markets, Portfolio Management, Structured Finance, Financial Services, Bloomberg, Asset Managment, Investments, Securitization, Asset Management

Education
University of Minnesota-Twin Cities   1995 — 1999

David Ferry David Ferry Greater Minneapolis-St. Paul Area Details
David Ferry's Galliard Capital Management Experience December 2009 - Present
Job Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   December 2009 - Present
SunGard Wealth Management  2001 - 2009
SunGard Wealth Management  2001 - 2009

Skills
Financial Services, Asset Managment, Equities, Portfolio Management, Investments, Mutual Funds, Alternative Investments, Relationship Management, Fixed Income, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Investment Strategies, Investment Management, Securities, Investment Advisory

Education
University of Minnesota-Twin Cities   1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General

University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance

Craig Addonizio Craig Addonizio Greater Minneapolis-St. Paul Area Details
Craig Addonizio's Galliard Capital Management Experience January 2010 - September 2010
Job Public Utilities Financial Analyst at Minnesota Department of Commerce
Industry Government Administration
Experience
Minnesota Department of Commerce  May 2011 - Present
Galliard Capital Management   January 2010 - September 2010
The Brattle Group  July 2005 - June 2008

Education
University of Minnesota - Carlson School of Management   2008 — 2010
MBA, Finance

Carleton College   2001 — 2005
BA, Economics

Katherine Affeldt Katherine Affeldt Greater Minneapolis-St. Paul Area Details
Katherine Affeldt's Galliard Capital Management Experience April 2009 - July 2009
Job Marketing Specialist
Industry Marketing and Advertising
Experience
AECOM  August 2009 - Present
Galliard Capital Management   April 2009 - July 2009
Sebesta Blomberg  October 2005 - October 2008

Skills
Microsoft Office, InDesign

Education
Southern Connecticut State University   2000 — 2004
Double BA, Graphic Design and French

Andrea Bartz Andrea Bartz Greater Minneapolis-St. Paul Area Details
Andrea Bartz's Galliard Capital Management Experience July 2008 - August 2013
Job Marketing Consultant at Wells Fargo Securities
Industry Marketing and Advertising
Experience
Wells Fargo  August 2013 - Present
Galliard Capital Management   July 2008 - August 2013
ASI Communication   2006 - 2008
ASI Communications  2006 - 2008

Skills
Stable Value, Interactive Marketing, Information Architecture, Marketing, Web Project Management, Integrated Marketing, Email Marketing, Creative Strategy, Website Development, Brand Development, Corporate Branding

Education
University of St. Thomas   2011 — 2011
Certification, Project Management

University of Minnesota-Twin Cities   2001 — 2005
Bachelor of Arts (B.A.), Professional Strategic Communications in Advertising

Christina Mosher Christina Mosher Greater Minneapolis-St. Paul Area Details
Christina Mosher's Galliard Capital Management Experience May 2014 - Present
Job Stable Value Senior Associate Contract Analyst at Galliard Capital Management
Industry Investment Banking
Experience
Galliard Capital Management   May 2014 - Present
Galliard Capital Management   October 2011 - May 2014
Galliard Capital Management   January 2009 - October 2011
Wells Fargo Bank  January 2007 - January 2009
Wells Fargo Investments  November 2005 - January 2007
Wells Fargo Investments  May 2005 - November 2005

Skills
Financial Analysis, Fixed Income, Contract Management, Process Improvement, Fund Accounting, Financial Reporting, Structured Products, MBS, ABS, Mutual Funds, Asset Management, Portfolio Management, Microsoft Excel, Finance, Investments

Education
The College of St. Scholastica   2001 — 2005
Bachelor of Arts, Applied Economics

David Yim, CFA David Yim, CFA Greater New York City Area Details
David Yim, CFA's Galliard Capital Management Experience August 1995 - March 2000
Job Head of Portfolio Management at MEAGNY, MunichRe
Industry Investment Management
Experience
MEAG-NY Corporation, MunichRe   March 2014 - Present
PartnerRe Capital Markets   February 2002 - March 2014
Deephaven Capital Management  March 2000 - January 2002
Galliard Capital Management   August 1995 - March 2000
American Express Financial Advisors  August 1989 - August 1995

Skills
Portfolio Management, Investments, Fixed Income, Credit, Asset Management, Trading, Hedge Funds, High Yield, CDS

Education
Harvard Business School   1983 — 2009
CFA Institute - Investment Management Workshop

University of Minnesota - Carlson School of Management   1990 — 1992
MBA, Finance

Middlebury College   1981 — 1985
BA

CFA - CFA Institute
CFA

Ajay Mirza Ajay Mirza Greater Minneapolis-St. Paul Area Details
Ajay Mirza's Galliard Capital Management Experience July 1995 - Present
Job Managing Partner at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   July 1995 - Present

Education
University of Minnesota - Carlson School of Management   1993 — 1995
Master of Business Administration (MBA), Finance

Birla Institute of Technology and Science   1984 — 1989
Economics & Instrumentation

Burn Hall School

Jane Marie Petty Jane Marie Petty Greater Minneapolis-St. Paul Area Details
Jane Marie Petty's Galliard Capital Management Experience March 2009 - Present
Job Principal at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   March 2009 - Present
JMP Communications Inc.   September 1997 - March 2010
Bankers Trust  1992 - 1997

Skills
Stable Value, Asset Management, Investments, Fixed Income, Portfolio Management, Financial Services, Mutual Funds, Asset Allocation, Alternative Investments, Financial Analysis, Marketing, Strategic Communications, Marketing Strategy, Marketing Communications, Investment..., Product Management, Product Development, Product Marketing, Product Launch, Investment Management, Hedge Funds, Securities, Bloomberg, Strategic Financial..., Finance, Investment Strategies, Asset Managment, Private Equity

Education
Mount Holyoke College
Bachelor of Arts (BA)

The American College
Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), life Insurance, variable annuities, retirement planning

Erica Bloudek Erica Bloudek Minneapolis, Minnesota Details
Erica Bloudek's Galliard Capital Management Experience September 2013 - Present
Job Account Manager at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   September 2013 - Present
Wells Capital Management  January 2011 - Present
Wells Fargo Advantage Funds  April 2007 - January 2011
Wells Fargo Investments  May 2005 - December 2006
Wells Fargo  November 2003 - May 2005

Skills
Mutual Funds, Securities, Investments, Risk Management, Brokerage, Equities, Asset Managment

Education
Cardinal Stritch University   2007 — 2009
Business Mangement, Business

Laura Sell, CFA Laura Sell, CFA Greater Minneapolis-St. Paul Area Details
Laura Sell, CFA's Galliard Capital Management Experience November 2009 - Present
Job Senior Director at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   November 2009 - Present
3M Company  June 2002 - October 2009
3M Company  April 2000 - May 2002
3M Company  November 1996 - March 2000
3M Company  August 1994 - November 1996
3M Company  December 1990 - August 1994
Minnesota Power  June 1990 - August 1990
House Nezerka Froelich   November 1989 - March 1990

Skills
Investments, Financial Modeling, Corporate Finance, Finance, Portfolio Management

Education
University of Minnesota
Bachelor, Accounting

University of Minnesota - Carlson School of Management
MBA, Finance

Helen Lee Helen Lee Minneapolis, Minnesota Details
Helen Lee's Galliard Capital Management Experience December 2014 - Present
Job Director at Galliard Capital Management
Industry Investment Management
Experience
Galliard Capital Management   December 2014 - Present
United Launch Alliance, LLC  July 2006 - November 2014
Denver Employees Retirement Plan  January 1998 - July 2006

Skills
Public and corporate..., 401(k) savings plans, Treasury management, Pension Funds, Cash Management, Due Diligence, Asset Management, Pensions, Investments, Relationship Management, Fiduciary Management, Solid Presentation..., Investment Management, Portfolio Management, Private Equity, Retirement, Treasury Management, Fixed Income, Financial Risk, Finance, Auditing, Equities, Financial Modeling, Mutual Funds

Education
University of Denver - Daniels College of Business   1999 — 2001
MBA, Business Administration and Management, General

University of Colorado Boulder   1994 — 1998
BS, Finance, General

Jennie Soucheray Jennie Soucheray Greater Minneapolis-St. Paul Area Details
Jennie Soucheray's Galliard Capital Management Experience September 2009 - June 2014
Job Graphic and Web Designer
Industry Marketing and Advertising
Experience
Antenna  June 2014 - Present
Galliard Capital Management   September 2009 - June 2014
Global Horizons, Inc.   September 2008 - September 2010
Lakeshirts  May 2008 - August 2008
Blue Iceberg   January 2008 - May 2008

Skills
Graphic Design, Marketing, Email Marketing, Typography, Event Planning, InDesign, Creative Direction, Social Media, Illustrator, Art, Flyers, Corporate Communications, Adobe Creative Suite, Web Design, Brand Development, Screen Printing, Copywriting, Advertising, Collateral

Education
Brainco: The Minneapolis School of Advertising, Design, and Interactive Studies   2009 — 2011
Graphic and Interactive Design

Bethel University   2005 — 2009
B.A., Integrated Marketing and Design

University of St. Thomas - Opus College of Business

Carmen Rangel Carmen Rangel Greater Minneapolis-St. Paul Area Details
Carmen Rangel's Galliard Capital Management Experience October 2012 - Present
Job Stable Value Fund Accounting Manager at Galliard Capital Management
Industry Accounting
Experience
Galliard Capital Management   October 2012 - Present
Galliard Capital Management   October 2011 - October 2012
Galliard Capital Management   October 2009 - October 2011
Ernst & Young  September 2007 - October 2009

Skills
Mutual Funds, Fund Accounting, Financial Services, Hedge Funds, Auditing, Banking, Financial Reporting, Sarbanes-Oxley Act, Insurance, Financial Analysis, Stable Value, Financial Modeling, SEC filings, Finance, Financial Accounting, Accounting, Internal Controls, External Audit, CPA, Management, Microsoft Excel, GAAP, Internal Audit, SEC Filings

Education
Luther College   2003 — 2007
Bachelor of Arts, Accounting & Management (minor Economics)

Jennifer Hopper Jennifer Hopper Greater Minneapolis-St. Paul Area Details
Jennifer Hopper's Galliard Capital Management Experience September 2012 - Present
Job External Manager Investment Analyst at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   September 2012 - Present
Wells Fargo  September 2004 - September 2012
Russell/Mellon (now Mellon Analytical Solutions)   February 2001 - April 2004
Mellon Bank  July 1999 - February 2001
Wells Fargo  June 1998 - December 1999

Skills
Portfolio Management, Investments, Finance, Fixed Income, Management, Bloomberg, Accounting, Investment Strategies, Investment Banking, Training, Sales, Asset Management, Software Documentation

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2000 — 2003
MBA, Finance

University of Minnesota-Morris   1995 — 1999
BA, Economics, Management & Psychology Minor

Angela Walton Angela Walton Greater Minneapolis-St. Paul Area Details
Angela Walton's Galliard Capital Management Experience June 2014 - Present
Job Fund Accountant Galliard Capital Management
Industry Investment Banking
Experience
Galliard Capital Management   June 2014 - Present
Wells Fargo Securities, LLC  March 2006 - June 2014
Wells Fargo Securities LLC  March 2006 - June 2014
Wells Fargo Securities  2007 - 2011
Wells Fargo Bank NA  December 2004 - March 2006

Skills
Securities, Banking, Trading, Settlement, Credit, Customer Service, Fixed Income, Funding, Bloomberg, Investment Banking, Risk Management, Financial Services, Mutual Funds, Investments, Asset Management, Financial Analysis, Relationship Management, Bonds, Financial Risk, Research, Business Analysis, Valuation, Finance, Wealth Management, Credit Risk, Process Improvement, Corporate Finance, Middle Office, Financial Markets, Derivatives, Capital Markets, Back Office, Leadership, Analysis, FINRA, Retail, Equities, Portfolio Management, Series 7, Management

Education
St. Cloud State University   2002 — 2004
BA, Political Science, Criminal Justice

North Hennepin Community College
Associates of Arts

Oljas Toleu Oljas Toleu Greater Minneapolis-St. Paul Area Details
Oljas Toleu's Galliard Capital Management Experience May 2015 - Present
Job Quantitative Analyst
Industry Investment Management
Experience
Galliard Capital Management   May 2015 - Present
Chainalytics  October 2011 - Present
Green Tree Servicing  November 2013 - May 2015
Wells Fargo Bank  January 2013 - November 2013
Wells Fargo Bank  October 2011 - January 2013
USBancorp  July 2010 - October 2011
Donaldson Company  April 2010 - July 2010
BerthelSchutter LLC   April 2007 - September 2009

Skills
Business Analysis, Forecasting, Process Improvement, Internal Audit, Software Documentation, Financial Modeling, Financial Analysis, Derivatives, Corporate Finance, Business Requirements, Capital Budgeting, VBA, Financial Risk, Variance Analysis, Banking, Finance, Due Diligence, Financial Reporting, Investments, Business Process..., Microsoft Excel, Access, Loans, Budgets, Management, Data Analysis, Analysis, Statistics, Analytics

Education
University of Minnesota - Carlson School of Management   2004 — 2008
BSB, Finance

Alfred Christian B Asilo Alfred Christian B Asilo Greater Minneapolis-St. Paul Area Details
Alfred Christian B Asilo's Galliard Capital Management Experience May 2015 - Present
Job SV Fund Accountant at Galliard Capital Management
Industry Financial Services
Experience
Galliard Capital Management   May 2015 - Present
Hartford Funds  September 2013 - Present
Hartford Funds  November 2011 - Present
Accountemps  June 2011 - November 2011
Accountemps  January 2011 - April 2011
Academic Resource Center at Argosy University, TC   September 2008 - July 2010

Skills
Mutual Funds, Microsoft Excel, Lotus Notes, Finance, Analysis, Microsoft Office, Excel VBA, SharePoint, Leadership, Financial Reporting, Auditing

Education
Argosy University Twin Cities   2008 — 2010
MBA, Finance and International Business

University of Minnesota Duluth   2003 — 2007
Bachelor in Business Administration, Finance

Corey Weber Corey Weber Wayzata, Minnesota Details
Corey Weber's Galliard Capital Management Experience November 2008 - Present
Job Sr. Corp actions Admin Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  February 2015 - Present
Galliard Capital Management   November 2008 - Present
Wells Fargo  2005 - 2008
RBC  1998 - 2005

Skills
Alternative Investments, Bloomberg, Fixed Income, Fund Accounting, Mutual Funds

Education
St. Cloud State University

Shawn Erwin Shawn Erwin Minneapolis, Minnesota Details
Shawn Erwin's Galliard Capital Management Experience February 2006 - July 2014
Job Applications Systems Engineer / Investments Business Analyst
Industry Investment Management
Experience
Galliard Capital Management   February 2006 - July 2014
Ameriprise Financial Services, Inc.   March 1998 - February 2006
American Express  July 1996 - March 1998

Skills
SQL, Microsoft SQL Server, Database Design, Relational Databases, Access Database, Data Analysis, Requirements Analysis, Technology Integration, ETL, ERD, Performance Analysis, VBA, VB.NET, NPV, Access, SDLC, Visual Basic, Data Warehousing, Integration, Testing, Management, Project Management, Business Analysis, Leadership, Strategic Planning

Education
University of Minnesota - Carlson School of Management   2011 — 2013
Executive Master of Business Administration (MBA), Carlson Scholar : GPA 3.85

Concordia College   1987 — 1991
Bachelor of Arts (B.A.), Business Administration and Management, General

Adam Maatz Adam Maatz Minneapolis, Minnesota Details
Adam Maatz's Galliard Capital Management Experience September 2013 - April 2015
Job Senior Analyst at Wells Fargo Global Fund Services
Industry Financial Services
Experience
Wells Fargo Global Fund Services  April 2015 - Present
Galliard Capital Management   September 2013 - April 2015
Hartford Funds  March 2012 - September 2013
Hartford Funds  September 2010 - March 2012
RBC Capital Markets  March 2007 - March 2010

Skills
Alternative Investments, Financial Analysis, Securities, Finance, Bonds, Financial Reporting, Back Office, Account Reconciliation, Corporate Actions, AML, Financial Services

Education
Saint Cloud State University - G.R. Herberger College of Business
Bachelor of Science (B.S.), Finance, General

Isabelle Pilote Isabelle Pilote Chicago, Illinois Details
Isabelle Pilote's Galliard Capital Management Experience June 2010 - June 2011
Job Student at DePaul University
Industry
Experience
Cite  January 2013 - January 2014
HoldThyssen   November 2010 - May 2013
Debbie Daanen Photography   August 2011 - August 2011
Galliard Capital Management   June 2010 - June 2011

Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Microsoft Word, Leadership, Management, Public Speaking, Research, Sales

Education
DePaul University   2014 — 2017
Bachelor’s Degree, Business Administration and Management, General, Junior

Orangewood Christian School
High School

Winter Park High School

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