Goldsmith Agio Helms

Industry: Company

Description

Headquarters: Minneapolis, MN Founded: 1980 Parent organization: Lazard Subsidiary: Goldsmith, Agio, Helms Securities, Inc.

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Goldsmith Agio Helms Employees

Employee
Years
Job
Industry
Sue Provo Sue Provo Chanhassen, Minnesota Details
Sue Provo's Goldsmith Agio Helms Experience 2004 - 2005
Job National HR Staffing Manager at HR Personnel Services
Industry Electrical/Electronic Manufacturing
Experience
HR Personnel Services  July 2013 - December 2013
HealthEast Care Systems   January 2013 - February 2013
HEI Inc  August 2012 - November 2012
Control Products/Emerson Climate Technologies   2005 - 2012
Goldsmith Agio Helms   2004 - 2005
JCPenney  2001 - 2004
JCPenney  1978 - 2001

Skills
Recruitment and staffing, Benefits Negotiation, Benefits Administration, Employee Relations, HRIS, Payroll/ADP/Paychex, Microsoft Office, Training & Development, Merger & Aquisition, Employee Training, Payroll, Employee Benefits, Onboarding, Deferred Compensation, Talent Acquisition, Applicant Tracking..., Interviews, Recruiting, Human Resources

Education
Minnesota State University, Mankato
Bachelor of Arts (B.A.), Art History/Language Arts

Bill Retterath Bill Retterath Sioux Falls, South Dakota Area Details
Bill Retterath's Goldsmith Agio Helms Experience 1998 - 1999
Job Chief Financial Officer at Larson Manufacturing
Industry Consumer Goods
Experience
Larson Manufacturing  November 2013 - Present
Executive Financial Consulting   September 2012 - November 2013
Daktronics  September 2001 - September 2012
CA Technologies/Sterling Software   September 1999 - September 2001
MQSoftware  2000 - 2001
Goldsmith Agio Helms   1998 - 1999
Dakotah, Inc.   1997 - 1998
Juran & Moody, Inc.   1987 - 1997
Deloitte & Touche  1983 - 1987

Skills
Global Finance, SEC reporting, Corporate Finance, Investor Relations, Enterprise Risk..., Lean Thinking, Manufacturing, Software, Construction, Mergers, Due Diligence, Valuation, Financial Reporting, Financial Modeling, Restructuring, Divestitures, Treasury Management, International Tax, SEC filings, Mergers & Acquisitions, Tax, Corporate Governance, Cross-functional Team..., Finance, Accounting, Internal Audit, Business Development, Business Strategy, Contract Negotiation, Private Equity, Sarbanes-Oxley Act, Entrepreneurship, Cost Accounting, Change Management, Internal Controls, GAAP, Sarbanes-Oxley, Financial Analysis, Risk Management, Variance Analysis, Cash Flow, Forecasting, Financial Accounting, Auditing, Strategic Financial..., US GAAP, Consolidation, CPA, Corporate Tax, Revenue Recognition

Education
University of Minnesota-Twin Cities   1979 — 1983
BS, Business, concentration in Accounting

Erik Rudolph Erik Rudolph Fort Lauderdale, Florida Details
Erik Rudolph's Goldsmith Agio Helms Experience January 2001 - December 2004
Job Managing Director, Farlie Turner & Co. Investment Banking
Industry Investment Banking
Experience
Farlie Turner & Co.   May 2009 - Present
Aquetong Capital Advisors   June 2006 - May 2009
Steven Goldsmith Group   January 2005 - June 2006
Goldsmith Agio Helms   January 2001 - December 2004

Education
Benjamin N. Cardozo School of Law, Yeshiva University   1986 — 1989
JD, Corporate Law/Corporate Finance

New York University   1984 — 1985
B.A., Political Science

Austin Smith Austin Smith Greater New York City Area Details
Austin Smith's Goldsmith Agio Helms Experience February 2006 - October 2006
Job Vice President, Healthcare Group at JMP Securities
Industry Investment Banking
Experience
JMP Securities  September 2014 - Present
Houlihan Lokey  October 2010 - September 2014
Sports Foundation   September 2009 - October 2010
BIO-IB   March 2007 - November 2008
Goldsmith Agio Helms   February 2006 - October 2006
BIO-IB   June 2004 - July 2005
Harlem Small Business Initiative   January 2004 - May 2004
Computershare Analytics   June 1999 - July 2003

Education
New York University - Leonard N. Stern School of Business   2003 — 2005
MBA, Finance

University of Maryland College Park   1996 — 1999
BA, Economics

Jason Monnig Jason Monnig Glasgow, Missouri Details
Jason Monnig's Goldsmith Agio Helms Experience 2004 - 2006
Job Vice President at Bob Monnig Industries, Inc.
Industry Building Materials
Experience
Tri-County Trust Company   January 2011 - Present
American Discovery Textile Mfg   January 2008 - Present
Bob Monnig Industries, Inc.   May 2006 - Present
Goldsmith Agio Helms   2004 - 2006

Skills
Strategic Planning, New Business Development, Contract Negotiation, Team Building, Budgets, Project Management, Customer Service, Operations Management, Business Strategy, Manufacturing, Due Diligence, Mergers & Acquisitions, Process Improvement, Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Forecasting

Education
DePaul University   2003 — 2005
Master of Science (MS), Finance, General

University of Missouri-Columbia   2001 — 2003
Bachelor of Business Administration (BBA), Finance, General

Walid Chlioui Walid Chlioui San Diego, California Details
Walid Chlioui's Goldsmith Agio Helms Experience April 1999 - October 2000
Job Lead Software Developer at Brandes Investment Partners
Industry Investment Management
Experience
Brandes Investment Partners  March 2001 - Present
Goldsmith Agio Helms   April 1999 - October 2000
GE Capital Fleet Services  April 1994 - March 1999

Skills
.NET, SQL Server, C#, Charles Rivers Trading..., ASP.NET AJAX, WCF, WPF, SSRS, SQL Broker, T-SQL, TFS, ASP.NET, Visual Studio, Database Development, Database Design, XML, Agile, LINQ, Entity Framework, WinForms, HTML, Windows Services, XAML, Web Services, IIS, AJAX, SDLC, MSMQ, JavaScript, BizTalk, SSIS, ReSharper, SQL, Microsoft SQL Server, ASP.NET MVC, jQuery UI, Razor, MVC 2/3, Agile Methodologies, Scrum, Visual Basic, MDX, Data Modeling, Testing, ETL, Crystal Reports, Subversion, Agile Project Management, Visio, SQL Tuning

Education
University of Minnesota-Twin Cities   1985 — 1991
Bachelor of Science, Civil Engineering

David Santoni David Santoni Greater Minneapolis-St. Paul Area Details
David Santoni's Goldsmith Agio Helms Experience November 1996 - August 2007
Job Lazard Middle Market
Industry Investment Banking
Experience
Lazard Middle Market  September 2014 - Present
Mike McFadden for US Senate   July 2013 - September 2014
Prestwick Partners, LLC   September 2009 - July 2013
Lazard Middle Market  August 2007 - September 2009
Goldsmith Agio Helms   November 1996 - August 2007
Skadden Arps  May 1994 - November 1996
Thompson Hine LLP  September 1991 - May 1994

Skills
Private Equity, Mergers, Corporate Development, Venture Capital, LBO, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Leveraged Finance, Private Placements, Buyouts, Restructuring, Investments, Due Diligence, M&A experience, Mergers, Divestitures, Acquisitions

Education
Case Western Reserve University School of Law   1988 — 1991
J.D.

University of Saint Thomas   1984 — 1988
BA, Math

Creighton Prep High School   1980 — 1984

Matt Brzica Matt Brzica Greater Minneapolis-St. Paul Area Details
Matt Brzica's Goldsmith Agio Helms Experience July 2001 - March 2004
Job Director, Healthcare Solutions at DSC Logistics
Industry Logistics and Supply Chain
Experience
DSC Logistics  January 2012 - Present
HemaSource  November 2010 - January 2012
RR Donnelley Global Turnkey Solutions  January 2006 - November 2010
Enpath Medical  March 2004 - January 2006
Goldsmith Agio Helms   July 2001 - March 2004
Endeavor Group  1997 - 1999

Skills
New Business Development, Solution Selling, Supply Chain Management, 3PL, Network Optimization, Distribution Center..., Medical Devices, Lifesciences, Logistics, Pharmaceutical Industry, Consultative Selling, Supply Chain, Supply Chain..., Inventory Management, Operations Management, S&OP implementation, Continuous Improvement, Lean Operations, Business Process..., Strategic Sourcing, Quality System, ISO 13485, Regulatory Requirements, Business Development, Selling, Strategy, Management, Leadership, Contract Manufacturing, Manufacturing, Contract Negotiation, Strategic Planning, Business Planning, Negotiation, Account Management, Market Analysis, P&L Management, Sales Management, Business Strategy, Mergers, Financial Modeling, Financial Analysis, Entrepreneurship, Budgets, Mergers & Acquisitions, Customer Service, Strategy Development, Customer Relations, Budgeting

Education
Cornell University - S.C. Johnson Graduate School of Management   1999 — 2001
MBA

Dartmouth College   1989 — 1993
BA, History

St. Thomas Academy

Bryan Newman Bryan Newman Minneapolis, Minnesota Details
Bryan Newman's Goldsmith Agio Helms Experience February 2004 - September 2004
Job Vice President at Acorn Financial
Industry Investment Banking
Experience
Acorn Financial Corporation   June 2014 - Present
Quetico Partners   July 2011 - December 2013
Radian Group  March 2010 - December 2010
Target  March 2007 - February 2010
Nicollet Capital Investors   March 2005 - March 2007
Goldsmith Agio Helms   February 2004 - September 2004
The Cities Magazine   May 2002 - February 2004
Arthur Andersen  August 1999 - April 2002

Skills
Financial Modeling, Financial Analysis, Competitive Analysis, Strategic Planning, Forecasting, Valuation, Mergers, Business Strategy, Business Planning, Analysis, Corporate Finance, Business Development, Management Consulting, Strategy, Retail, Venture Capital, Corporate Development, Acquisition Integration, Mergers & Acquisitions, Investment Banking, Finance, Due Diligence

Education
University of Minnesota - Carlson School of Management   2004 — 2006
MBA, Finance and Marketing

University of Wisconsin-Madison   1995 — 1999
BA, Finance, Operations and Information Management

Tartan High School   1991 — 1995

Keirsten Lampkin Keirsten Lampkin San Francisco Bay Area Details
Keirsten Lampkin's Goldsmith Agio Helms Experience July 2006 - March 2007
Job Events and Conferences at Accel Partners
Industry Venture Capital & Private Equity
Experience
Accel Partners  January 2013 - Present
Accel Partners  April 2007 - January 2013
Goldsmith Agio Helms   July 2006 - March 2007

Skills
Venture Capital, Entrepreneurship, Start-ups, Office Management, Outlook, Social Media, Event Planning, Social Networking, Private Equity, Strategic Partnerships, Business Development, Marketing

Education
University of California, Santa Barbara   1998 — 2000
Bachelor of Arts (B.A.), Sociology

Tammie Eichmann Tammie Eichmann Greater Minneapolis-St. Paul Area Details
Tammie Eichmann's Goldsmith Agio Helms Experience 2002 - 2006
Job Tax Senior Manager at Deloitte & Touche
Industry Accounting
Experience
Deloitte & Touche  September 2006 - Present
Goldsmith Agio Helms   2002 - 2006
MCI  2004 - 2004
Broadwing Communications  2001 - 2002
WAM!NET  1997 - 2001
LaserMaster  July 1991 - February 1997

Skills
Mergers, Process Improvement, Strategic Planning, Budgets, Mergers & Acquisitions, Team Leadership, Accounting, Tax, Financial Analysis, Corporate Tax, Tax Research, SEC filings, Tax Accounting, Financial Reporting

Education
College of St. Catherine   2004 — 2006
Bachelor of Science, Accounting

St. Croix Lutheran High School   1982 — 1986

Dan Corley Dan Corley Greater Minneapolis-St. Paul Area Details
Dan Corley's Goldsmith Agio Helms Experience May 2001 - June 2003
Job Sr. Business Intelligence Architect
Industry Information Technology and Services
Experience
NIDA Consulting, LLC   January 2012 - Present
Mystic Lake Casino Hotel  November 2009 - January 2012
Project Consulting Group  April 2009 - July 2010
Mystic Lake Casino Hotel  August 2008 - April 2009
Robert Half Technology  November 2007 - August 2008
Champion Development   2003 - 2008
Goldsmith Agio Helms   May 2001 - June 2003
G&K Services  September 1999 - May 2001

Skills
Business Intelligence, SSRS, Microsoft SQL Server, Data Warehousing, Analysis Services, MDX, OLAP, Data Modeling, SSIS, Master Data Management, Data Quality, Databases, Performance Point, Microsoft Excel, ETL, Business Intelligence..., SharePoint, T-SQL, Access, Relational Databases, SQL Server, PerformancePoint, Reporting & Analysis, Entrepreneurship, SSAS, Spatial, VBA, Competitive Analysis, PowerView, DAX, IFS, Business Analytics, Business Strategy, Salesforce.com, TFS, Sports, Dashboard, Data Analysis, Data Visualization, Business Intelligence...

Education
Minnesota State University, Mankato   1996 — 1999
BS, Marketing

Normandale Community College   1995 — 1996

The University of North Dakota   1994 — 1995

David Iverson David Iverson Greater Minneapolis-St. Paul Area Details
David Iverson's Goldsmith Agio Helms Experience 1999 - 2007
Job Managing Director at Lazard Middle Market
Industry Financial Services
Experience
Lazard Middle Market  1999 - Present
Goldsmith Agio Helms   1999 - 2007
Deluxe Corporation  1996 - 1998
Coopers & Lybrand  1992 - 1996

Education
Harvard Business School   1998 — 2000
Masters, Business Administration

University of Notre Dame   1989 — 1993
Bachelor, Business Administration

Brooks D. Myhran Brooks D. Myhran Minneapolis, Minnesota Details
Brooks D. Myhran's Goldsmith Agio Helms Experience 1990 - 2007
Job Managing Director Verit Advisors LLC
Industry Investment Banking
Experience
Verit Advisors LLC   April 2012 - Present
Orsus Advisory Services, LLC   2008 - 2012
Lazard Middle Market  2007 - 2008
Goldsmith Agio Helms   1990 - 2007

Skills
Corporate Development, Due Diligence, Investments, Restructuring, Financial Analysis, Finance, Venture Capital, Joint Ventures, Business Planning, Private Placements, M&A experience, Strategic Planning, Equities, Management, Alternative Investments

Education
The University of Chicago   1984 — 1987
MBA, Finance

Stanford University   1979 — 1983
BA, Economics

Karl Storrie Karl Storrie Auburn Hills, Michigan Details
Karl Storrie's Goldsmith Agio Helms Experience February 2003 - January 2007
Job Principal, KFS Associates LLC
Industry Automotive
Experience
KFS Associates, LLC   January 2007 - Present
DriveSol Worldwide  2008 - 2009
Goldsmith Agio Helms   February 2003 - January 2007
Dura Automotive Systems  1991 - 2003
Coltec Industries  June 1981 - January 1991

Skills
Mergers, Company Turnaround, Automotive, Manufacturing, Cost Reduction, Strategic Planning, Team Building, Continuous Improvement, Management, Mergers & Acquisitions, Product Development, Team Management, Turn Around Management, Cross-functional Team..., Leadership, Strategy, Sales, Six Sigma, Process Improvement, Executive Management, Business Strategy, Purchasing, Finance, Lean Manufacturing, Operations Management, FMEA

Education
University of Southern California - Marshall School of Business   1974 — 1977
BSBA, Operations Management, Cum Laude

Long Beach City College   1969 — 1972
A.S. - Equiv., Mechanical Engineering

Tim Naumann Tim Naumann Greater Minneapolis-St. Paul Area Details
Tim Naumann's Goldsmith Agio Helms Experience June 1998 - June 1999
Job Partner at Founder's Mark
Industry Financial Services
Experience
Founder's Mark   December 2012 - Present
Bernstein Global Wealth Management  August 2009 - December 2012
Encore One, LLC   June 1999 - July 2009
Goldsmith Agio Helms   June 1998 - June 1999
Waycrosse, Inc. (Cargill, Inc.)   June 1995 - June 1998
Henderson Manufacturing  September 1995 - December 1996
Norwest Equity Partners  August 1993 - June 1995

Skills
Investment Planning, Investments, Mergers, Strategic Planning, Board Experience, Investment Banking, Private Equity, Analysis, Mergers & Acquisitions, Venture Capital, Strategy, Finance, Mutual Funds, Portfolio Management, Due Diligence

Education
University of Minnesota - Carlson School of Management   1992 — 1993
MBA, Finance

University of Wisconsin-Madison   1984 — 1989
BA, Economics, Business, International

Scott Sanderson Scott Sanderson Naples, Florida Area Details
Scott Sanderson's Goldsmith Agio Helms Experience 2002 - 2004
Job Managing Director at Farlie Turner & Co.
Industry Oil & Energy
Experience
Naples Energy Group, LLC   2009 - 2011
Qorval, LLC   2007 - 2009
Goldsmith Agio Helms   2002 - 2004
Deloitte  1989 - 2002

Skills
Financial Analysis, Corporate Finance, Due Diligence, Mergers & Acquisitions, Risk Management, Business Process..., Mergers, Finance, Business Strategy, Strategic Planning, Management Consulting, Valuation, Venture Capital, Financial Modeling, Business Development, Energy, Acquisition Integration, Strategy, Business Planning, Management, Strategic Financial..., Entrepreneurship, Portfolio Management, Investments, Private Equity, Restructuring, Competitive Analysis, Executive Management, Start-ups, Forecasting, Asset Management, Change Management, Trading, Corporate Development, Financial Reporting, Project Finance, Joint Ventures, Contract Negotiation, Divestitures, Options, LBO, Emerging Markets, Private Placements, M&A experience, Business Valuation, Capital Markets, Securities, Equities

Education
Northwestern University   1981 — 1989
BS / MBA, Nuclear Engineering / Economics / Finance

Sylvia Gravrock Sylvia Gravrock Phoenix, Arizona Area Details
Sylvia Gravrock's Goldsmith Agio Helms Experience June 2004 - July 2006
Job Aeronautical Data Coordinator at AeroData, Inc.
Industry Airlines/Aviation
Experience
AeroData, Inc.   October 2013 - Present
Merrill Brink International  August 2013 - Present
Self Employed  July 2009 - Present
FindLaw, a Thomson Reuters business  March 2010 - December 2011
Sajan  December 2007 - July 2009
ATK  May 2007 - December 2008
Goldsmith Agio Helms   June 2004 - July 2006
Midwest Connect Airlines   January 2001 - January 2004
Crystal Shamrock, Inc.   December 1999 - January 2001
Carlson Marketing  June 1996 - December 1999

Skills
Copy Editing, Copywriting, Proofreading, Editing, Blogging, Creative Writing, Graphic Design, Layout, Content Management, Books, Translation, Marketing, Proposal Writing, Publishing, Publications, Poetry, Freelance Writing, Technical Writing, Adobe Acrobat, Web Content, Facebook, Editorial, Content Development, AP Style, Newsletters, QuarkXPress

Education
St. Olaf College
Bachelor of Arts (B.A.)

Lindsey Gorski Lindsey Gorski Greater Minneapolis-St. Paul Area Details
Lindsey Gorski's Goldsmith Agio Helms Experience 1999 - 2001
Job Director of Marketing at UnitedHealthcare
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group  January 2006 - Present
Hypogaurd USA, Inc.   March 2004 - January 2006
Fena Design   October 2002 - February 2004
Goldsmith Agio Helms   1999 - 2001

Skills
Managed Care, Cross-functional Team..., Healthcare, Medicare, Direct Marketing, Strategic Planning, Marketing Communications, Marketing Strategy, Analytics, Health Insurance, Email Marketing, Integrated Marketing, Member Experience, Project Management, Direct Mail Programs, Pharmacy

Education
University of Denver - Daniels College of Business   1997 — 1999
MBA, Finance, General

University of Colorado at Boulder   1991 — 1995
BS, Accounting

Edward Saldana Edward Saldana Greater Los Angeles Area Details
Edward Saldana's Goldsmith Agio Helms Experience May 2003 - October 2004
Job Owner, Millennium Capital Partners
Industry Capital Markets
Experience
Invision Capital Group   2008 - Present
Millennium Capital Partners   September 2004 - Present
Diamond Creek Capital   January 2008 - October 2010
Goldsmith Agio Helms   May 2003 - October 2004
Wells Fargo Bank  2000 - 2001
American Honda Motor Company, Inc.   1995 - 1996

Skills
Mergers, Venture Capital, Private Equity, Corporate Development, Restructuring, Entrepreneurship, Investments, Corporate Finance, Business Strategy, Leveraged Finance, Valuation, Investment Banking, Business Planning, Financial Modeling, Strategic Planning, Business Valuation, New Business Development, Private Placements, Equities, Business Development, Capital, Mergers & Acquisitions, Management Consulting, Finance, Middle Market, Capital Raising

Education
Thunderbird School of Global Management   1998 — 1999
MBA, Finance

UCLA   1990 — 1994
BA, International Economics

Margaret (Maggie) Veness Margaret (Maggie) Veness Minneapolis, Minnesota Details
Margaret (Maggie) Veness's Goldsmith Agio Helms Experience August 1999 - November 2004
Job Post Closing Analyst at American Mortgage and Equity Consultants, Inc.
Industry Banking
Experience
Bell Mortgage, a Division of Bell State Bank & Trust   July 2012 - January 2013
NorthMarq (formerly United Properties)   April 2005 - October 2010
Goldsmith Agio Helms   August 1999 - November 2004
Fabcon, Inc.   September 1995 - August 1999

Skills
Event Planning, Marketing, PowerPoint, Microsoft Office, Microsoft Word, Proposal Writing, Marketing Communications, Outlook, Microsoft Excel, Data Entry, Adobe Creative Suite, Customer Service, Adobe Acrobat, Editing, Leadership

Education
Hennepin Technical College
Diploma, Electronic Publishing

Normandale Community College
AAS, Business Marketing & Management

Gail Penner Gail Penner Greater Minneapolis-St. Paul Area Details
Gail Penner's Goldsmith Agio Helms Experience 2004 - 2006
Job at
Industry Banking
Experience
Stay At Home Mom  February 2014 - Present
Dougherty Mortgage LLC  2009 - Present
Turnstone Group LLC   2006 - 2009
Goldsmith Agio Helms   2004 - 2006
Children's Cancer Research Fund  2002 - 2004
Interim Technology Inc.   1999 - 2001

Skills
Due Diligence

Education
Northwestern College

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