Jeffrey Slocum & Associates
Jeffrey Slocum & Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jeffrey Slocum & Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jeffrey Slocum & Associates Salaries. You can even request information on how much does Jeffrey Slocum & Associates pay if you want to. Learn about salaries, pros and cons of working for Jeffrey Slocum & Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
106 Jeffrey Slocum & Associates employees in database. Find out everything there's to know about Jeffrey Slocum & Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Jeffrey Slocum & Associates Employees
Employee
Years
Job
Industry
Brandon Swanson, CFA Brandon Swanson, CFA's Jeffrey Slocum & Associates Experience August 2013 - August 2014
Job Provides datadriven intelligence to institutional investors across the Americas and Caribbean | eVestment
Industry Investment Management
Experience
eVestment August 2014 - Present
Jeffrey Slocum & Associates August 2013 - August 2014
Jeffrey Slocum & Associates January 2013 - August 2013
Jeffrey Slocum & Associates December 2009 - December 2012
Ameriprise Financial Services, Inc. January 2009 - November 2009
Wipfli Hewins Investment Advisors September 2007 - October 2008
Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Investment Management, Hedge Funds, Strategic Financial..., Equity Research, Equities, Financial Modeling, Financial Markets, Pensions, Institutional, Institutional..., Peer Group Analysis
Education
Metropolitan State University 2004 — 2007
Bachelor of Science (B.S.), Finance
University of San Diego 2000 — 2003
Computer Science
Saint Thomas Academy 1994 — 2000
eVestment August 2014 - Present
Jeffrey Slocum & Associates August 2013 - August 2014
Jeffrey Slocum & Associates January 2013 - August 2013
Jeffrey Slocum & Associates December 2009 - December 2012
Ameriprise Financial Services, Inc. January 2009 - November 2009
Wipfli Hewins Investment Advisors September 2007 - October 2008
Skills
Asset Allocation, Investments, Alternative Investments, Fixed Income, Investment Strategies, Capital Markets, Asset Management, Investment Management, Hedge Funds, Strategic Financial..., Equity Research, Equities, Financial Modeling, Financial Markets, Pensions, Institutional, Institutional..., Peer Group Analysis
Education
Metropolitan State University 2004 — 2007
Bachelor of Science (B.S.), Finance
University of San Diego 2000 — 2003
Computer Science
Saint Thomas Academy 1994 — 2000
Corey Stolhammer Corey Stolhammer's Jeffrey Slocum & Associates Experience September 2014 - Present
Job Investment Analyst at Jeffrey Slocum & Associates
Industry Financial Services
Experience
Jeffrey Slocum & Associates September 2014 - Present
SIRVA Worldwide May 2013 - September 2014
Wells Fargo May 2011 - May 2013
ZMC Hotels May 2009 - July 2011
America Reads/Counts October 2007 - May 2009
Skills
Leadership, Project Management, Team Building, Business Strategy, Business Analysis, Process Improvement, Strategic Planning, Customer Service, Supply Chain Management, Budgets, Corporate Finance, Derivatives, Strategic Management, Finance, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Social Media, Social Networking, Microsoft Word, Event Planning, Advertising, Supply Chain
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Minnesota Duluth 2007 — 2010
BBA, Finance
Jeffrey Slocum & Associates September 2014 - Present
SIRVA Worldwide May 2013 - September 2014
Wells Fargo May 2011 - May 2013
ZMC Hotels May 2009 - July 2011
America Reads/Counts October 2007 - May 2009
Skills
Leadership, Project Management, Team Building, Business Strategy, Business Analysis, Process Improvement, Strategic Planning, Customer Service, Supply Chain Management, Budgets, Corporate Finance, Derivatives, Strategic Management, Finance, Marketing, Microsoft Office, Microsoft Excel, Financial Analysis, Data Analysis, PowerPoint, Social Media, Social Networking, Microsoft Word, Event Planning, Advertising, Supply Chain
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (MBA), Finance
University of Minnesota Duluth 2007 — 2010
BBA, Finance
Jacqueline Richie Jacqueline Richie's Jeffrey Slocum & Associates Experience February 2009 - June 2014
Job Client Consultant at The KNW Group
Industry Investment Management
Experience
The KNW Group June 2014 - Present
Jeffrey Slocum & Associates February 2009 - June 2014
Skills
Asset Allocation, Equity Research, Hedge Funds, Investment Management, Alternative Investments, Investments, Investment Strategies, Asset Management, Portfolio Management, Fixed Income
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
The KNW Group June 2014 - Present
Jeffrey Slocum & Associates February 2009 - June 2014
Skills
Asset Allocation, Equity Research, Hedge Funds, Investment Management, Alternative Investments, Investments, Investment Strategies, Asset Management, Portfolio Management, Fixed Income
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Master of Business Administration (M.B.A.)
Marquette University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Benjamin Collins, CFA Benjamin Collins, CFA's Jeffrey Slocum & Associates Experience January 2010 - March 2014
Job Team Financial Advisor at Boyd, Bencini, Gibbons & Associates
Industry Financial Services
Experience
Boyd, Bencini, Gibbons & Associates April 2015 - Present
Provenire Capital March 2014 - April 2015
Jeffrey Slocum & Associates January 2010 - March 2014
Jeffrey Slocum & Associates September 2009 - January 2010
Skills
Alternative Investments, Investment Strategies, Asset Allocation, Hedge Funds, Investments, Trading, Portfolio Management, Equity Research, Mutual Funds, Financial Markets, Investment Management, Options Strategies, Risk Management, Bloomberg, Institutional..., Fixed Income, Capital Markets
Education
University of Minnesota-Twin Cities 2002 — 2008
B.S., Business and Marketing, Sociology
Boyd, Bencini, Gibbons & Associates April 2015 - Present
Provenire Capital March 2014 - April 2015
Jeffrey Slocum & Associates January 2010 - March 2014
Jeffrey Slocum & Associates September 2009 - January 2010
Skills
Alternative Investments, Investment Strategies, Asset Allocation, Hedge Funds, Investments, Trading, Portfolio Management, Equity Research, Mutual Funds, Financial Markets, Investment Management, Options Strategies, Risk Management, Bloomberg, Institutional..., Fixed Income, Capital Markets
Education
University of Minnesota-Twin Cities 2002 — 2008
B.S., Business and Marketing, Sociology
Jed Ellerbroek, CFA Jed Ellerbroek, CFA's Jeffrey Slocum & Associates Experience June 2005 - May 2006
Job Senior Analyst
Industry Investment Management
Experience
PNC Capital Advisors August 2011 - Present
PNC Capital Advisors April 2008 - August 2011
Wachovia Capital Markets June 2006 - April 2008
Jeffrey Slocum & Associates June 2005 - May 2006
Education
University of Northern Iowa 2002 — 2005
BA, Finance and Economics
PNC Capital Advisors August 2011 - Present
PNC Capital Advisors April 2008 - August 2011
Wachovia Capital Markets June 2006 - April 2008
Jeffrey Slocum & Associates June 2005 - May 2006
Education
University of Northern Iowa 2002 — 2005
BA, Finance and Economics
Kirsten Andrews Kirsten Andrews's Jeffrey Slocum & Associates Experience October 2002 - September 2005
Job Senior Private Client Associate at Bernstein Global Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management October 2008 - Present
Bernstein Private Wealth Management January 2007 - October 2008
Bernstein Private Wealth Management September 2005 - January 2007
Jeffrey Slocum & Associates October 2002 - September 2005
Southwestern Company June 2000 - August 2001
Skills
Investments, Asset Management, Alternative Investments, Equities, Series 7, Hedge Funds, Portfolio Management, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Client Services, Bonds
Education
University of Minnesota-Twin Cities 1999 — 2002
Bachelor’s Degree
Bernstein Private Wealth Management October 2008 - Present
Bernstein Private Wealth Management January 2007 - October 2008
Bernstein Private Wealth Management September 2005 - January 2007
Jeffrey Slocum & Associates October 2002 - September 2005
Southwestern Company June 2000 - August 2001
Skills
Investments, Asset Management, Alternative Investments, Equities, Series 7, Hedge Funds, Portfolio Management, Asset Allocation, Wealth Management, Mutual Funds, Series 63, Client Services, Bonds
Education
University of Minnesota-Twin Cities 1999 — 2002
Bachelor’s Degree
Nick Magnuson's Jeffrey Slocum & Associates Experience 2001 - 2005
Job Member, Senior Analyst at Metis Global Partners
Industry Investment Management
Experience
Metis Global Partners November 2013 - Present
Brandes Investment Partners February 2005 - November 2013
Jeffrey Slocum & Associates 2001 - 2005
American Skiing Company 2000 - 2000
Knight Financial Products 2000 - 2000
Skills
Equities, Financial Modeling, Investments, Emerging Markets, Valuation, Equity Research, Corporate Finance, Asset Allocation, Capital Markets, Private Equity, Investment Management, Investment Banking, Management, Equity Valuation, Hedge Funds, Bloomberg, Fixed Income, Investment Strategies, Alternative Investments, Value Investing, Asset Management, Market Analysis, Portfolio Management, Mutual Funds, Quantitative Analytics, Due Diligence, Trading, Securities, Options, Bonds, ETFs, Investment Advisory, Financial Markets, Wealth Management, Institutional..., Derivatives, Series 7, Performance Attribution, Series 63, High Yield
Education
Dartmouth College 1997 — 2001
AB, Economics
Stillwater High School 1993 — 1997
Metis Global Partners November 2013 - Present
Brandes Investment Partners February 2005 - November 2013
Jeffrey Slocum & Associates 2001 - 2005
American Skiing Company 2000 - 2000
Knight Financial Products 2000 - 2000
Skills
Equities, Financial Modeling, Investments, Emerging Markets, Valuation, Equity Research, Corporate Finance, Asset Allocation, Capital Markets, Private Equity, Investment Management, Investment Banking, Management, Equity Valuation, Hedge Funds, Bloomberg, Fixed Income, Investment Strategies, Alternative Investments, Value Investing, Asset Management, Market Analysis, Portfolio Management, Mutual Funds, Quantitative Analytics, Due Diligence, Trading, Securities, Options, Bonds, ETFs, Investment Advisory, Financial Markets, Wealth Management, Institutional..., Derivatives, Series 7, Performance Attribution, Series 63, High Yield
Education
Dartmouth College 1997 — 2001
AB, Economics
Stillwater High School 1993 — 1997
Nicole Delahanty Nicole Delahanty's Jeffrey Slocum & Associates Experience July 2012 - Present
Job Principal at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates July 2012 - Present
Merrill Lynch July 2011 - May 2012
Bank of America February 2008 - July 2011
Towers Watson August 1996 - February 2008
Education
Wharton School at the University of Pennsylvania 2011 — 2011
Augsburg College 2004 — 2006
MBA
University of Manitoba 1991 — 1996
Bachelor of Commerce, Finance, Actuarial Science
Jeffrey Slocum & Associates July 2012 - Present
Merrill Lynch July 2011 - May 2012
Bank of America February 2008 - July 2011
Towers Watson August 1996 - February 2008
Education
Wharton School at the University of Pennsylvania 2011 — 2011
Augsburg College 2004 — 2006
MBA
University of Manitoba 1991 — 1996
Bachelor of Commerce, Finance, Actuarial Science
Jon Duval Jon Duval's Jeffrey Slocum & Associates Experience September 1997 - December 2000
Job President at Duval Investment Group
Industry Investment Management
Experience
Duval Investment Group April 2013 - Present
Murphy Pohlad Asset Management October 2007 - March 2013
Marquette Partners December 2000 - December 2006
Jeffrey Slocum & Associates September 1997 - December 2000
Skills
Portfolio Management
Education
Creighton University 1993 — 1997
BSBA, Finance, Magna Cum Laude
Academy of Holy Angels 1989 — 1993
Duval Investment Group April 2013 - Present
Murphy Pohlad Asset Management October 2007 - March 2013
Marquette Partners December 2000 - December 2006
Jeffrey Slocum & Associates September 1997 - December 2000
Skills
Portfolio Management
Education
Creighton University 1993 — 1997
BSBA, Finance, Magna Cum Laude
Academy of Holy Angels 1989 — 1993
Max Mortellaro, CFA Max Mortellaro, CFA's Jeffrey Slocum & Associates Experience June 2006 - May 2007
Job Client Portfolio Manager at Community Capital Management, Inc.
Industry Banking
Experience
Community Capital Management, Inc. June 2015 - Present
Wells Fargo Bank March 2010 - May 2015
Wells Fargo October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Jeffrey Slocum & Associates June 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Credit Analysis, Underwriting, Sales Management, Covenant Compliance, Valuation, Projection Modeling, Asset Based Lending, Commercial Banking, Treasury Management, Investments, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
BCHS
Community Capital Management, Inc. June 2015 - Present
Wells Fargo Bank March 2010 - May 2015
Wells Fargo October 2009 - March 2010
Wells Fargo June 2007 - October 2009
Jeffrey Slocum & Associates June 2006 - May 2007
Skills
Financial Modeling, Financial Analysis, Financial Statement..., Credit Analysis, Underwriting, Sales Management, Covenant Compliance, Valuation, Projection Modeling, Asset Based Lending, Commercial Banking, Treasury Management, Investments, Mergers & Acquisitions, Banking
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
BCHS
Jay Untiedt, CFA, CAIA Jay Untiedt, CFA, CAIA's Jeffrey Slocum & Associates Experience September 2006 - November 2009
Job Lead Portfolio Manager Active Adaptive Portfolios at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. 2011 - Present
Jeffrey Slocum & Associates September 2006 - November 2009
Jeffrey Slocum & Associates March 2005 - September 2006
Skills
Investment Strategies, Fixed Income, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Equity Research, Investments, Asset Allocation, Investment Management, Financial Modeling, Asset Managment, Alternative Investments, Financial Analysis, Due Diligence, Private Equity, Asset Management, Emerging Markets
Education
Australian Graduate School of Management 2010 — 2011
MBA, Finance
University of Wisconsin-La Crosse 2001 — 2004
Bachelors of Science, Finance Major, Statistics Concentration
La Trobe University 2002 — 2002
Bachelors of Science, Study Abroad Program– International Studies
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. 2011 - Present
Jeffrey Slocum & Associates September 2006 - November 2009
Jeffrey Slocum & Associates March 2005 - September 2006
Skills
Investment Strategies, Fixed Income, Equities, Hedge Funds, Mutual Funds, Portfolio Management, Equity Research, Investments, Asset Allocation, Investment Management, Financial Modeling, Asset Managment, Alternative Investments, Financial Analysis, Due Diligence, Private Equity, Asset Management, Emerging Markets
Education
Australian Graduate School of Management 2010 — 2011
MBA, Finance
University of Wisconsin-La Crosse 2001 — 2004
Bachelors of Science, Finance Major, Statistics Concentration
La Trobe University 2002 — 2002
Bachelors of Science, Study Abroad Program– International Studies
Bini Shrestha Bini Shrestha's Jeffrey Slocum & Associates Experience September 2007 - December 2007
Job Senior Risk Analyst at Aon Benfield
Industry Insurance
Experience
Aon Benfield 2009 - Present
Lange Law Offices February 2009 - May 2009
Greatbatch, Inc. May 2008 - April 2009
Jeffrey Slocum & Associates September 2007 - December 2007
Wells Fargo Bank May 2007 - August 2007
Skills
Financial Modeling, Accounting, Investments, Due Diligence, Portfolio Management, Analysis, Hedge Funds, Valuation, Financial Risk, Insurance, Finance, Microsoft Excel
Education
St. Catherine University 2006 — 2008
Bachelor's, Accounting
Salem College 2004 — 2006
Bachelor's, Accounting
Hamline University
Aon Benfield 2009 - Present
Lange Law Offices February 2009 - May 2009
Greatbatch, Inc. May 2008 - April 2009
Jeffrey Slocum & Associates September 2007 - December 2007
Wells Fargo Bank May 2007 - August 2007
Skills
Financial Modeling, Accounting, Investments, Due Diligence, Portfolio Management, Analysis, Hedge Funds, Valuation, Financial Risk, Insurance, Finance, Microsoft Excel
Education
St. Catherine University 2006 — 2008
Bachelor's, Accounting
Salem College 2004 — 2006
Bachelor's, Accounting
Hamline University
Alex Trogstad's Jeffrey Slocum & Associates Experience September 2010 - November 2011
Job Investment data and technology for the institutional investing community
Industry Financial Services
Experience
eVestment January 2014 - Present
eVestment December 2012 - December 2013
eVestment November 2011 - November 2012
Jeffrey Slocum & Associates September 2010 - November 2011
Edward Jones May 2009 - September 2010
Suffolk University September 2008 - May 2009
Suffolk University September 2007 - May 2009
Edward Jones July 2008 - September 2008
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Hedge Funds, Asset Management, Equities, Analysis, Financial Modeling, Investment Management, Business Intelligence, Big Data Analytics, Fixed Income, Financial Markets, Sales, Sales Process, Salesforce.com
Education
Suffolk University - Sawyer Business School 2007 — 2009
BSBA, Finance (Cum Laude)
University of Minnesota 2005 — 2007
eVestment January 2014 - Present
eVestment December 2012 - December 2013
eVestment November 2011 - November 2012
Jeffrey Slocum & Associates September 2010 - November 2011
Edward Jones May 2009 - September 2010
Suffolk University September 2008 - May 2009
Suffolk University September 2007 - May 2009
Edward Jones July 2008 - September 2008
Skills
Asset Allocation, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Mutual Funds, Hedge Funds, Asset Management, Equities, Analysis, Financial Modeling, Investment Management, Business Intelligence, Big Data Analytics, Fixed Income, Financial Markets, Sales, Sales Process, Salesforce.com
Education
Suffolk University - Sawyer Business School 2007 — 2009
BSBA, Finance (Cum Laude)
University of Minnesota 2005 — 2007
John Holewa, CFA John Holewa, CFA's Jeffrey Slocum & Associates Experience May 2002 - November 2002
Job Principal at AUM Growth Consulting
Industry Investment Management
Experience
AUM Growth Consulting 2009 - Present
Standard Chartered Bank April 2006 - August 2009
Ameriprise Financial April 2003 - March 2006
CFA Institute 2004 - 2006
Jeffrey Slocum & Associates May 2002 - November 2002
BI WORLDWIDE 1984 - 2001
Skills
Marketing Strategy, Investments, Program Management, Institutional Clients, Cross-functional Team..., White Papers, Mutual Funds, Thought Leadership, Asset Management, Annuities, Asset Managment, Institutional..., Strategy, Asset Allocation, Fixed Annuities, Alternative Investments, Investment Management, Marketing, Management, Fixed Income, Capital Markets, Equities, Portfolio Management, Marketing Communications, Financial Services, Financial Advisory, Wealth Management, Series 7, Business Development, Hedge Funds, Strategic Planning, Marketing Management, CRM, Emerging Markets, Due Diligence, Investment Strategies, Securities, Investment Advisory, Bloomberg, Fund Of Funds, Series 63, Funding
Education
University of Minnesota-Twin Cities 1979 — 1981
MBA, Marketing Management
University of Minnesota-Twin Cities 1973 — 1977
BSB, Accounting
University of Minnesota-Twin Cities 1973 — 1977
BA, Economics
United States Military Academy at West Point 1972 — 1973
AUM Growth Consulting 2009 - Present
Standard Chartered Bank April 2006 - August 2009
Ameriprise Financial April 2003 - March 2006
CFA Institute 2004 - 2006
Jeffrey Slocum & Associates May 2002 - November 2002
BI WORLDWIDE 1984 - 2001
Skills
Marketing Strategy, Investments, Program Management, Institutional Clients, Cross-functional Team..., White Papers, Mutual Funds, Thought Leadership, Asset Management, Annuities, Asset Managment, Institutional..., Strategy, Asset Allocation, Fixed Annuities, Alternative Investments, Investment Management, Marketing, Management, Fixed Income, Capital Markets, Equities, Portfolio Management, Marketing Communications, Financial Services, Financial Advisory, Wealth Management, Series 7, Business Development, Hedge Funds, Strategic Planning, Marketing Management, CRM, Emerging Markets, Due Diligence, Investment Strategies, Securities, Investment Advisory, Bloomberg, Fund Of Funds, Series 63, Funding
Education
University of Minnesota-Twin Cities 1979 — 1981
MBA, Marketing Management
University of Minnesota-Twin Cities 1973 — 1977
BSB, Accounting
University of Minnesota-Twin Cities 1973 — 1977
BA, Economics
United States Military Academy at West Point 1972 — 1973
Kim Faust's Jeffrey Slocum & Associates Experience May 1998 - March 2002
Job Vice President & Treasurer at Fairview Health Services
Industry Hospital & Health Care
Experience
Fairview Health Services August 2014 - Present
Allina Health System July 2010 - August 2014
Allina Health System January 2004 - June 2010
Allina Health System April 2002 - December 2003
Jeffrey Slocum & Associates May 1998 - March 2002
United Power Association October 1993 - April 1998
Federal Reserve Bank of Minneapolis January 1988 - September 1993
Skills
Investments, Financial Analysis, Risk Management, Finance, Financial Reporting, Investment Strategies, Asset Allocation, Accounting, Strategic Financial..., Asset Management, Portfolio Management, Analysis, Managerial Finance, Investment Management, Financial Modeling, Strategy, Management, Treasury Management, Cash Management
Education
CFA Institute 1995 — 1997
CFA, Investments
University of St. Thomas - Opus College of Business 1990 — 1992
MBA, Finance
St. Cloud State University 1983 — 1987
BS, Finance
Fairview Health Services August 2014 - Present
Allina Health System July 2010 - August 2014
Allina Health System January 2004 - June 2010
Allina Health System April 2002 - December 2003
Jeffrey Slocum & Associates May 1998 - March 2002
United Power Association October 1993 - April 1998
Federal Reserve Bank of Minneapolis January 1988 - September 1993
Skills
Investments, Financial Analysis, Risk Management, Finance, Financial Reporting, Investment Strategies, Asset Allocation, Accounting, Strategic Financial..., Asset Management, Portfolio Management, Analysis, Managerial Finance, Investment Management, Financial Modeling, Strategy, Management, Treasury Management, Cash Management
Education
CFA Institute 1995 — 1997
CFA, Investments
University of St. Thomas - Opus College of Business 1990 — 1992
MBA, Finance
St. Cloud State University 1983 — 1987
BS, Finance
Joseph Heinsch Joseph Heinsch's Jeffrey Slocum & Associates Experience 2000 - 2003
Job Vice President/Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2015 - Present
Wells Fargo November 2010 - Present
University National Bank May 2009 - November 2010
US Bank June 2003 - February 2009
Jeffrey Slocum & Associates 2000 - 2003
Skills
Credit Analysis, Credit Risk, Portfolio Management, Banking Relationships, Real Estate Financing, Commercial Lending, Financial Modeling, Cash Flow Lending, Refinance, Mergers
Education
University of Minnesota-Duluth
BA, Finance
Wells Fargo January 2015 - Present
Wells Fargo November 2010 - Present
University National Bank May 2009 - November 2010
US Bank June 2003 - February 2009
Jeffrey Slocum & Associates 2000 - 2003
Skills
Credit Analysis, Credit Risk, Portfolio Management, Banking Relationships, Real Estate Financing, Commercial Lending, Financial Modeling, Cash Flow Lending, Refinance, Mergers
Education
University of Minnesota-Duluth
BA, Finance
John Weisbecker, CIPM John Weisbecker, CIPM's Jeffrey Slocum & Associates Experience August 2001 - April 2004
Job Senior Operations Associate, Performance Manager at Orgel Wealth Management, LLC
Industry Financial Services
Experience
Orgel Wealth Management, LLC January 2015 - Present
Parametric April 2004 - December 2014
Jeffrey Slocum & Associates August 2001 - April 2004
Southwestern Advantage 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Equities
Education
University of Minnesota-Twin Cities 1996 — 2000
BA, Economics
Aquinas 1992 — 1996
Orgel Wealth Management, LLC January 2015 - Present
Parametric April 2004 - December 2014
Jeffrey Slocum & Associates August 2001 - April 2004
Southwestern Advantage 1998 - 1998
Skills
Hedge Funds, Alternative Investments, Equities
Education
University of Minnesota-Twin Cities 1996 — 2000
BA, Economics
Aquinas 1992 — 1996
Ethan Osland Ethan Osland's Jeffrey Slocum & Associates Experience July 2008 - Present
Job Software Developer
Industry Information Technology and Services
Experience
Jeffrey Slocum & Associates July 2008 - Present
Grocery Shopping Network May 2002 - July 2008
NetRadio October 1998 - October 2001
Education
University of Minnesota-Twin Cities 1987 — 1994
Jeffrey Slocum & Associates July 2008 - Present
Grocery Shopping Network May 2002 - July 2008
NetRadio October 1998 - October 2001
Education
University of Minnesota-Twin Cities 1987 — 1994
Jay E. Pluimer's Jeffrey Slocum & Associates Experience September 2000 - April 2003
Job Managing Director at Summit Creek Advisors
Industry Investment Management
Experience
Summit Creek Advisors October 2010 - Present
FAF Advisors April 2007 - October 2010
Stanton Group April 2003 - April 2007
Jeffrey Slocum & Associates September 2000 - April 2003
Investment Advisors, Inc. 1992 - 1997
Skills
Investments, Equities, Asset Management, Hedge Funds, Portfolio Management, Institutional, Asset Allocation, Alternative Investments, Due Diligence, Pensions, Customer Relations, Risk Management, Wealth Management, Series 7, Research, Mutual Funds, Endowments, Client Service, 401k, Investment Policy, Fund Of Funds, Financial Advisory, Private Equity
Education
University of St. Thomas 1996 — 1997
Lawrence University 1988 — 1992
Bachelor of Arts, History
Summit Creek Advisors October 2010 - Present
FAF Advisors April 2007 - October 2010
Stanton Group April 2003 - April 2007
Jeffrey Slocum & Associates September 2000 - April 2003
Investment Advisors, Inc. 1992 - 1997
Skills
Investments, Equities, Asset Management, Hedge Funds, Portfolio Management, Institutional, Asset Allocation, Alternative Investments, Due Diligence, Pensions, Customer Relations, Risk Management, Wealth Management, Series 7, Research, Mutual Funds, Endowments, Client Service, 401k, Investment Policy, Fund Of Funds, Financial Advisory, Private Equity
Education
University of St. Thomas 1996 — 1997
Lawrence University 1988 — 1992
Bachelor of Arts, History
Jeff Holt's Jeffrey Slocum & Associates Experience June 2005 - March 2014
Job Fund Analyst at Morningstar
Industry Investment Management
Experience
Morningstar March 2014 - Present
Jeffrey Slocum & Associates June 2005 - March 2014
Omni Investment Advisors February 2005 - June 2005
Skills
Chartered Financial..., Alternative Investments, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Mutual Funds, Hedge Funds, Bloomberg, Equity Research, Financial Modeling, Equities, Fixed Income, Series 7, Portfolio Management, Investment Advisory
Education
Brigham Young University 2002 — 2005
Bachelor of Science (BS), Finance, General
Anoka Ramsey Community College 1999 — 1999
Morningstar March 2014 - Present
Jeffrey Slocum & Associates June 2005 - March 2014
Omni Investment Advisors February 2005 - June 2005
Skills
Chartered Financial..., Alternative Investments, Asset Allocation, Investment Management, Asset Management, Investment Strategies, Mutual Funds, Hedge Funds, Bloomberg, Equity Research, Financial Modeling, Equities, Fixed Income, Series 7, Portfolio Management, Investment Advisory
Education
Brigham Young University 2002 — 2005
Bachelor of Science (BS), Finance, General
Anoka Ramsey Community College 1999 — 1999
Amy Untiedt Amy Untiedt's Jeffrey Slocum & Associates Experience July 2008 - November 2009
Job Product Manager Alternative Investments at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2013 - Present
Wells Fargo August 2012 - October 2013
Accountemps August 2011 - August 2012
University of Sydney March 2010 - June 2011
Jeffrey Slocum & Associates July 2008 - November 2009
Jeffrey Slocum & Associates June 2006 - June 2008
Skills
Social Entrepreneurship, Project Management, MS Project, Asset Managment, Investment Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Due Diligence, Valuation, Hedge Funds, Mutual Funds, Research, Investment Strategies, Risk Management, Data Analysis, Process Improvement, Microsoft Excel, Analysis
Education
University of Sydney 2010 — 2011
Masters of Commerce, Entrepreneurship
Luther College
Bachelor of Arts, Business, Music
Ameriprise Financial Services, Inc. October 2013 - Present
Wells Fargo August 2012 - October 2013
Accountemps August 2011 - August 2012
University of Sydney March 2010 - June 2011
Jeffrey Slocum & Associates July 2008 - November 2009
Jeffrey Slocum & Associates June 2006 - June 2008
Skills
Social Entrepreneurship, Project Management, MS Project, Asset Managment, Investment Management, Portfolio Management, Financial Analysis, Investments, Asset Allocation, Due Diligence, Valuation, Hedge Funds, Mutual Funds, Research, Investment Strategies, Risk Management, Data Analysis, Process Improvement, Microsoft Excel, Analysis
Education
University of Sydney 2010 — 2011
Masters of Commerce, Entrepreneurship
Luther College
Bachelor of Arts, Business, Music
Joe Zeck, CFA Joe Zeck, CFA's Jeffrey Slocum & Associates Experience April 2008 - July 2010
Job Assistant Portfolio Manager at Parametric Clifton
Industry Financial Services
Experience
Parametric November 2014 - Present
Trust Point December 2012 - November 2014
Wells Fargo July 2010 - December 2012
Jeffrey Slocum & Associates April 2008 - July 2010
Wells Fargo April 2004 - April 2008
Skills
Asset Allocation, Investment Management, Portfolio Management, Investments, Investment Strategies, Wealth Management, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Management, Finance
Education
St. Cloud State University 2000 — 2004
Bachelor, Finance
Parametric November 2014 - Present
Trust Point December 2012 - November 2014
Wells Fargo July 2010 - December 2012
Jeffrey Slocum & Associates April 2008 - July 2010
Wells Fargo April 2004 - April 2008
Skills
Asset Allocation, Investment Management, Portfolio Management, Investments, Investment Strategies, Wealth Management, Mutual Funds, Alternative Investments, Equities, Hedge Funds, Asset Management, Finance
Education
St. Cloud State University 2000 — 2004
Bachelor, Finance
Gabriel Nelson, CAIA's Jeffrey Slocum & Associates Experience April 2005 - Present
Job Senior Research Analyst at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates April 2005 - Present
TCF Bank September 2002 - April 2005
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Institutional, Loans, Financial Modeling, Investment Management, Investment Strategies, Funding, Asset Management, Equity Research, Fixed Income, Mutual Funds, Portfolio Management, Bloomberg, Capital Markets
Education
Minnesota State University, Mankato 2002 — 2004
Bachelor of Science, Institutional Finance and Business Administration
Riverland Community College 1998 — 2000
Associate, Arts
Jeffrey Slocum & Associates April 2005 - Present
TCF Bank September 2002 - April 2005
Skills
Asset Allocation, Hedge Funds, Alternative Investments, Institutional, Loans, Financial Modeling, Investment Management, Investment Strategies, Funding, Asset Management, Equity Research, Fixed Income, Mutual Funds, Portfolio Management, Bloomberg, Capital Markets
Education
Minnesota State University, Mankato 2002 — 2004
Bachelor of Science, Institutional Finance and Business Administration
Riverland Community College 1998 — 2000
Associate, Arts
Jorge Garzon Jorge Garzon's Jeffrey Slocum & Associates Experience February 2002 - May 2011
Job Director of IT Infrastructure at Slocum
Industry Investment Management
Experience
Slocum May 2011 - Present
Jeffrey Slocum & Associates February 2002 - May 2011
Skills
Network Administration, Project Management, IT Management, Analysis, Management, Network Design, SharePoint, VMware, Disaster Recovery, Information Technology, Security, Active Directory, Microsoft Exchange
Education
Technological Leadership Institute - University of Minnesota 2015 — 2017
Master’s Degree, Management of Technology
Concordia University-St. Paul
B.S., Information Technology Management
MCTC 2000 — 2003
Slocum May 2011 - Present
Jeffrey Slocum & Associates February 2002 - May 2011
Skills
Network Administration, Project Management, IT Management, Analysis, Management, Network Design, SharePoint, VMware, Disaster Recovery, Information Technology, Security, Active Directory, Microsoft Exchange
Education
Technological Leadership Institute - University of Minnesota 2015 — 2017
Master’s Degree, Management of Technology
Concordia University-St. Paul
B.S., Information Technology Management
MCTC 2000 — 2003
Jim Fitzpatrick, CFA Jim Fitzpatrick, CFA's Jeffrey Slocum & Associates Experience July 2001 - November 2002
Job Senior Research Analyst Taxable Fixed Income
Industry Investment Management
Experience
Wells Capital Management 2003 - Present
Marquette University November 2009 - June 2010
Wells Capital Management 2002 - 2004
Jeffrey Slocum & Associates July 2001 - November 2002
Skills
Fixed Income, Investments, Equities, Bloomberg, Asset Management, Valuation
Education
University of Wisconsin-Madison - School of Business 1999 — 2001
MS, Finance
Marquette University 1989 — 1993
BS, Accounting
Wells Capital Management 2003 - Present
Marquette University November 2009 - June 2010
Wells Capital Management 2002 - 2004
Jeffrey Slocum & Associates July 2001 - November 2002
Skills
Fixed Income, Investments, Equities, Bloomberg, Asset Management, Valuation
Education
University of Wisconsin-Madison - School of Business 1999 — 2001
MS, Finance
Marquette University 1989 — 1993
BS, Accounting
KC Connors KC Connors's Jeffrey Slocum & Associates Experience November 1995 - April 2010
Job NEPC, Philanthropic Practice Director
Industry Investment Management
Experience
NEPC April 2010 - Present
Jeremiah Program 2011 - 2015
The Courage Center September 2007 - September 2013
The Convent of the Visitation School August 2004 - August 2010
Jeffrey Slocum & Associates November 1995 - April 2010
Jeffrey Slocum & Associates 1995 - April 2010
Watson Wyatt 1993 - 1995
Ennis Knupp & Associates 1990 - 1993
Comerica 1988 - 1990
Skills
Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Modeling, Investment Management
Education
The University of Chicago 1998 — 2000
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
NEPC April 2010 - Present
Jeremiah Program 2011 - 2015
The Courage Center September 2007 - September 2013
The Convent of the Visitation School August 2004 - August 2010
Jeffrey Slocum & Associates November 1995 - April 2010
Jeffrey Slocum & Associates 1995 - April 2010
Watson Wyatt 1993 - 1995
Ennis Knupp & Associates 1990 - 1993
Comerica 1988 - 1990
Skills
Alternative Investments, Investments, Portfolio Management, Asset Allocation, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Modeling, Investment Management
Education
The University of Chicago 1998 — 2000
MBA, Business
Indiana University Bloomington 1984 — 1988
BS, Decision Sciences
David M. Galligan David M. Galligan's Jeffrey Slocum & Associates Experience April 2007 - December 2008
Job Deputy Director and Chief Operating Officer at Walker Art Center
Industry Nonprofit Organization Management
Experience
Walker Art Center April 2013 - Present
David M. Galligan February 2012 - March 2013
Museum of Contemporary Art Los Angeles March 2011 - February 2012
David M. Galligan January 2009 - March 2011
Jeffrey Slocum & Associates April 2007 - December 2008
Guthrie Theater July 2006 - September 2006
Ordway Center for the Performing Arts 2002 - 2006
Walker Art Center 1985 - 2002
Latham & Watkins 1981 - 1984
U.S. Court of Appeals for the Ninth Circuit 1980 - 1981
Skills
Strategic Planning, Program Development, Non-profits, Fundraising, Public Speaking, Crisis Management, Marketing Strategy, Team Building, Government Relations, Legal Affairs, Investment Strategies, Facilities Planning, Facilities Management, Budget Management, Budget Development, Governance, New Business Development, Financial Management, Managerial Finance, Museums, Marketing, Nonprofits, Budgets, Management, Community Outreach, Research, Start-ups, Grant Writing, Philanthropy, Program Management, Community Development, Management Consulting, Non-profit..., Editing, Board Development, Leadership Development, Grants, Organizational..., Human Resources, Strategic Communications, Arts Administration, Leadership, Proposal Writing, Strategy, Finance, Financial Modeling, Executive Management, Volunteer Management, Project Planning, Board Governance
Education
Vermont College of Fine Arts 1994 — 1998
MFA, Fiction
University of Virginia School of Law 1977 — 1980
JD, International law
Stanford University 1972 — 1976
BA, International Relations
Walker Art Center April 2013 - Present
David M. Galligan February 2012 - March 2013
Museum of Contemporary Art Los Angeles March 2011 - February 2012
David M. Galligan January 2009 - March 2011
Jeffrey Slocum & Associates April 2007 - December 2008
Guthrie Theater July 2006 - September 2006
Ordway Center for the Performing Arts 2002 - 2006
Walker Art Center 1985 - 2002
Latham & Watkins 1981 - 1984
U.S. Court of Appeals for the Ninth Circuit 1980 - 1981
Skills
Strategic Planning, Program Development, Non-profits, Fundraising, Public Speaking, Crisis Management, Marketing Strategy, Team Building, Government Relations, Legal Affairs, Investment Strategies, Facilities Planning, Facilities Management, Budget Management, Budget Development, Governance, New Business Development, Financial Management, Managerial Finance, Museums, Marketing, Nonprofits, Budgets, Management, Community Outreach, Research, Start-ups, Grant Writing, Philanthropy, Program Management, Community Development, Management Consulting, Non-profit..., Editing, Board Development, Leadership Development, Grants, Organizational..., Human Resources, Strategic Communications, Arts Administration, Leadership, Proposal Writing, Strategy, Finance, Financial Modeling, Executive Management, Volunteer Management, Project Planning, Board Governance
Education
Vermont College of Fine Arts 1994 — 1998
MFA, Fiction
University of Virginia School of Law 1977 — 1980
JD, International law
Stanford University 1972 — 1976
BA, International Relations
Mark Goblisch Mark Goblisch's Jeffrey Slocum & Associates Experience 2004 - 2005
Job Vice President Consultant Relationship Manager
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Wells Fargo 2007 - November 2013
Wells Fargo 2005 - 2006
Jeffrey Slocum & Associates 2004 - 2005
Ameriprise Financial Services, Inc. 1991 - 2004
Skills
Pensions, Investments, Finance, Retirement, Asset Management, Securities, Retirement Planning, 401k, Financial Services, Retirement Plan..., Wealth Management, Risk Management, Strategic Financial..., Sales, Series 63, Leadership, Portfolio Management, Mutual Funds, Financial Analysis, Series 7, Direct Sales, Relationship Management, Equities, Asset Allocation, Fixed Income, Alternative Investments
Education
Saint Mary's University of Minnesota 1986 — 1990
BA, Business Marketing / Management
Cretin High School
Wells Fargo December 2013 - Present
Wells Fargo 2007 - November 2013
Wells Fargo 2005 - 2006
Jeffrey Slocum & Associates 2004 - 2005
Ameriprise Financial Services, Inc. 1991 - 2004
Skills
Pensions, Investments, Finance, Retirement, Asset Management, Securities, Retirement Planning, 401k, Financial Services, Retirement Plan..., Wealth Management, Risk Management, Strategic Financial..., Sales, Series 63, Leadership, Portfolio Management, Mutual Funds, Financial Analysis, Series 7, Direct Sales, Relationship Management, Equities, Asset Allocation, Fixed Income, Alternative Investments
Education
Saint Mary's University of Minnesota 1986 — 1990
BA, Business Marketing / Management
Cretin High School
Andrew Boho Andrew Boho's Jeffrey Slocum & Associates Experience April 2012 - October 2014
Job BSA/AML Investigator at Bremer Bank
Industry Investment Management
Experience
Bremer Bank August 2015 - Present
TCF Bank November 2014 - July 2015
Jeffrey Slocum & Associates April 2012 - October 2014
Skills
Data Analysis, Statistics, Accounting, SQL, Python, R, Microsoft Excel, Research
Education
Hamline University 2007 — 2010
Bachelor of Arts, Economics
Bremer Bank August 2015 - Present
TCF Bank November 2014 - July 2015
Jeffrey Slocum & Associates April 2012 - October 2014
Skills
Data Analysis, Statistics, Accounting, SQL, Python, R, Microsoft Excel, Research
Education
Hamline University 2007 — 2010
Bachelor of Arts, Economics
Robert McReavy Robert McReavy's Jeffrey Slocum & Associates Experience December 2007 - Present
Job COO, CFO and General Counsel
Industry Financial Services
Experience
Ameriprise Certificate Company May 2011 - Present
Jeffrey Slocum & Associates December 2007 - Present
The Children's Theatre Company 2007 - 2010
Alliant Techsystems Inc. June 2001 - November 2006
Deloitte July 1998 - June 2001
Deluxe Corporation March 1996 - May 1998
Northwest Airlines July 1994 - March 1996
Gray Plant Mooty January 1990 - July 1994
Arnold & Porter 1986 - 1989
Federal Technology Corporation 1984 - 1985
Skills
Financial Analysis, Mergers, Process Improvement, Alternative Investments, Risk Management, Mergers & Acquisitions, Investments, Financial Modeling, Due Diligence, Asset Management, Asset Managment, Corporate Finance, Hedge Funds, Auditing, Tax, Private Equity, Strategic Financial..., Portfolio Management, Investment Management, Finance, Equities, Financial Services, Corporate Governance, Banking, Restructuring, Joint Ventures, Budgets, International Tax, Venture Capital, Capital Markets, Securities
Education
Georgetown University Law Center 1983 — 1986
J.D., Law, Magna Cum Laude
University of Saint Thomas 1977 — 1981
BA, Accounting and Political Science, Magna Cum Laude
Cathedral High School 1973 — 1977
Ameriprise Certificate Company May 2011 - Present
Jeffrey Slocum & Associates December 2007 - Present
The Children's Theatre Company 2007 - 2010
Alliant Techsystems Inc. June 2001 - November 2006
Deloitte July 1998 - June 2001
Deluxe Corporation March 1996 - May 1998
Northwest Airlines July 1994 - March 1996
Gray Plant Mooty January 1990 - July 1994
Arnold & Porter 1986 - 1989
Federal Technology Corporation 1984 - 1985
Skills
Financial Analysis, Mergers, Process Improvement, Alternative Investments, Risk Management, Mergers & Acquisitions, Investments, Financial Modeling, Due Diligence, Asset Management, Asset Managment, Corporate Finance, Hedge Funds, Auditing, Tax, Private Equity, Strategic Financial..., Portfolio Management, Investment Management, Finance, Equities, Financial Services, Corporate Governance, Banking, Restructuring, Joint Ventures, Budgets, International Tax, Venture Capital, Capital Markets, Securities
Education
Georgetown University Law Center 1983 — 1986
J.D., Law, Magna Cum Laude
University of Saint Thomas 1977 — 1981
BA, Accounting and Political Science, Magna Cum Laude
Cathedral High School 1973 — 1977
Jennifer (Aho) Boucher Jennifer (Aho) Boucher's Jeffrey Slocum & Associates Experience 2010 - January 2013
Job Senior Associate, Investor Relations at Black River Asset Management
Industry Investment Management
Experience
Black River Asset Management September 2014 - Present
Parametric January 2013 - September 2014
Jeffrey Slocum & Associates 2010 - January 2013
Jeffrey Slocum & Associates August 2006 - July 2010
Ameriprise Financial 2004 - 2006
Legal Research Center 2003 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Series 7, Equities, Fixed Income, Financial Modeling, Wealth Management, Strategic Financial..., Equity Research, Investment Advisory, Capital Markets, Valuation, Asset Management, Derivatives, Financial Planning
Education
Hamline University 2008 — 2009
MBA
St. Olaf College 1999 — 2003
Bachelor's degree, Economics, Business Management
Black River Asset Management September 2014 - Present
Parametric January 2013 - September 2014
Jeffrey Slocum & Associates 2010 - January 2013
Jeffrey Slocum & Associates August 2006 - July 2010
Ameriprise Financial 2004 - 2006
Legal Research Center 2003 - 2004
Skills
Asset Allocation, Alternative Investments, Asset Managment, Investments, Portfolio Management, Investment Management, Investment Strategies, Hedge Funds, Mutual Funds, Series 7, Equities, Fixed Income, Financial Modeling, Wealth Management, Strategic Financial..., Equity Research, Investment Advisory, Capital Markets, Valuation, Asset Management, Derivatives, Financial Planning
Education
Hamline University 2008 — 2009
MBA
St. Olaf College 1999 — 2003
Bachelor's degree, Economics, Business Management
Deborah D. Weiss, CFA Deborah D. Weiss, CFA's Jeffrey Slocum & Associates Experience July 2005 - September 2012
Job Sr. Investment Professional and Experienced Client Relationship Manager
Industry Investment Management
Experience
Okabena Co. September 2012 - Present
Jeffrey Slocum & Associates July 2005 - September 2012
The Valspar Corporation April 1998 - December 2004
Imation July 1996 - April 1998
3M April 1983 - June 1996
Bendix Corporation 1981 - April 1983
Ford Motor Credit Company 1979 - 1981
Corroon and Black Corporation 1978 - 1979
Vanderbilt University 1976 - 1979
Skills
Financial Modeling, Asset Managment, Financial Analysis, Investments, Corporate Finance, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Wealth Management, Financial Markets, Investment Advisory, Investor Relations, Investment Management, Forecasting, Venture Capital, Cash Management, Alternative Investments, Investment Strategies, Asset Management, Family Office, Private Equity, Financial Advisory, Finance, Financial Structuring, Mergers & Acquisitions, Financial Risk, Bonds, Credit, Pensions, Banking, Hedge Funds, Funding, Mutual Funds, Due Diligence, Equities, Fixed Income, Retirement Planning, Treasury Management, Valuation, Management, Analysis, Leadership, Strategy, Treasury
Education
University Language Center 2005 — 2005
Intensive Spanish
Center for Creative Leadership 2002 — 2002
AIMR Investment Management Workshop - Princeton University 1991 — 1991
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
MBA, Finance, General
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
Master of Business Administration (MBA), Finance, General
Michigan State University 1973 — 1976
BA, Social Sciences
Hillwood High School 1969 — 1973
Okabena Co. September 2012 - Present
Jeffrey Slocum & Associates July 2005 - September 2012
The Valspar Corporation April 1998 - December 2004
Imation July 1996 - April 1998
3M April 1983 - June 1996
Bendix Corporation 1981 - April 1983
Ford Motor Credit Company 1979 - 1981
Corroon and Black Corporation 1978 - 1979
Vanderbilt University 1976 - 1979
Skills
Financial Modeling, Asset Managment, Financial Analysis, Investments, Corporate Finance, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Wealth Management, Financial Markets, Investment Advisory, Investor Relations, Investment Management, Forecasting, Venture Capital, Cash Management, Alternative Investments, Investment Strategies, Asset Management, Family Office, Private Equity, Financial Advisory, Finance, Financial Structuring, Mergers & Acquisitions, Financial Risk, Bonds, Credit, Pensions, Banking, Hedge Funds, Funding, Mutual Funds, Due Diligence, Equities, Fixed Income, Retirement Planning, Treasury Management, Valuation, Management, Analysis, Leadership, Strategy, Treasury
Education
University Language Center 2005 — 2005
Intensive Spanish
Center for Creative Leadership 2002 — 2002
AIMR Investment Management Workshop - Princeton University 1991 — 1991
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
MBA, Finance, General
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
Master of Business Administration (MBA), Finance, General
Michigan State University 1973 — 1976
BA, Social Sciences
Hillwood High School 1969 — 1973
Nick Anderson, CFA Nick Anderson, CFA's Jeffrey Slocum & Associates Experience August 2004 - August 2005
Job Healthcare Investment Banking
Industry Investment Banking
Experience
Robert W. Baird & Co. July 2012 - Present
Medco June 2011 - August 2011
Blue Cross Blue Shield of Minnesota September 2005 - July 2010
Jeffrey Slocum & Associates August 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management
Macalester College 2000 — 2004
BA, Economics, Spanish
Robert W. Baird & Co. July 2012 - Present
Medco June 2011 - August 2011
Blue Cross Blue Shield of Minnesota September 2005 - July 2010
Jeffrey Slocum & Associates August 2004 - August 2005
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, Health Care Management
Macalester College 2000 — 2004
BA, Economics, Spanish
Jeffrey Weiss Jeffrey Weiss's Jeffrey Slocum & Associates Experience May 2007 - August 2007
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
Marta Haynes, MBA Marta Haynes, MBA's Jeffrey Slocum & Associates Experience December 2002 - May 2003
Job IBM Analytics, Various Roles at IBM
Industry Information Technology and Services
Experience
Carlson Executive Education, University of Minnesota September 2015 - Present
IBM June 2013 - Present
Nuveen Investments June 2012 - August 2012
Tech Coast Angels March 2012 - May 2012
FAF Advisors May 2003 - July 2008
Jeffrey Slocum & Associates December 2002 - May 2003
3M July 2001 - August 2002
Skills
Highly Analytical, Investments, Asset Management, Fixed Income, Financial Analysis, Analysis, Excel, Portfolio Management, Due Diligence, Operational Due..., Management Due Diligence, Healthcare, Medical Devices, SWOT analysis, Venture Capital, Start-up Consulting, Early-stage Startups, Start-up Ventures, International..., Strategic Consulting, Strategic Leadership, Cross-functional Team..., Microsoft Excel, Forecasting, Asset Managment, Strategic Planning, Leadership, Competitive Analysis, Management, Management Consulting, Program Management, Finance, Data Analysis, Business Planning, Training, Financial Services, Marketing, Accounting, Sales, Consulting, Financial Modeling
Education
University of San Diego 2011 — 2013
International MBA, Investments & Finance
St. Catherine University 2008 — 2009
Graduate Level Certificate, Holistic Health Studies
St. Olaf College 1997 — 2001
B.A., Economics & Women's Studies
Carlson Executive Education, University of Minnesota September 2015 - Present
IBM June 2013 - Present
Nuveen Investments June 2012 - August 2012
Tech Coast Angels March 2012 - May 2012
FAF Advisors May 2003 - July 2008
Jeffrey Slocum & Associates December 2002 - May 2003
3M July 2001 - August 2002
Skills
Highly Analytical, Investments, Asset Management, Fixed Income, Financial Analysis, Analysis, Excel, Portfolio Management, Due Diligence, Operational Due..., Management Due Diligence, Healthcare, Medical Devices, SWOT analysis, Venture Capital, Start-up Consulting, Early-stage Startups, Start-up Ventures, International..., Strategic Consulting, Strategic Leadership, Cross-functional Team..., Microsoft Excel, Forecasting, Asset Managment, Strategic Planning, Leadership, Competitive Analysis, Management, Management Consulting, Program Management, Finance, Data Analysis, Business Planning, Training, Financial Services, Marketing, Accounting, Sales, Consulting, Financial Modeling
Education
University of San Diego 2011 — 2013
International MBA, Investments & Finance
St. Catherine University 2008 — 2009
Graduate Level Certificate, Holistic Health Studies
St. Olaf College 1997 — 2001
B.A., Economics & Women's Studies
Francis Kim Francis Kim's Jeffrey Slocum & Associates Experience July 2014 - Present
Job Senior Investment Analyst at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates July 2014 - Present
Jeffrey Slocum & Associates January 2013 - July 2014
Capital Mergers And Acquisitions, LLC August 2010 - December 2012
Northwestern Mutual June 2009 - December 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Mergers
Education
St. Cloud State University 2006 — 2010
B.S., Finance and Economics
Jeffrey Slocum & Associates July 2014 - Present
Jeffrey Slocum & Associates January 2013 - July 2014
Capital Mergers And Acquisitions, LLC August 2010 - December 2012
Northwestern Mutual June 2009 - December 2009
Skills
Corporate Finance, Financial Modeling, Valuation, Financial Analysis, Mergers
Education
St. Cloud State University 2006 — 2010
B.S., Finance and Economics
Luke Hanson Luke Hanson's Jeffrey Slocum & Associates Experience October 2007 - January 2015
Job Senior Financial Analyst at UnitedHealth Group
Industry Investment Management
Experience
UnitedHealth Group January 2015 - Present
Jeffrey Slocum & Associates October 2007 - January 2015
Securian Financial Group August 2006 - October 2007
Skills
Equities, Investments, Portfolio Management, Investment Management, Asset Management, Financial Modeling, Hedge Funds, Alternative Investments, Mutual Funds, Equity Research, Asset Allocation, Financial Analysis, Investment Strategies, Fixed Income
Education
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Major in Finance, minor in Economics
UnitedHealth Group January 2015 - Present
Jeffrey Slocum & Associates October 2007 - January 2015
Securian Financial Group August 2006 - October 2007
Skills
Equities, Investments, Portfolio Management, Investment Management, Asset Management, Financial Modeling, Hedge Funds, Alternative Investments, Mutual Funds, Equity Research, Asset Allocation, Financial Analysis, Investment Strategies, Fixed Income
Education
Stonehill College 2002 — 2006
Bachelor of Science in Business Administration, Major in Finance, minor in Economics
Alana (Alana Hedlund) Dunagan, CFA, CAIA Alana (Alana Hedlund) Dunagan, CFA, CAIA's Jeffrey Slocum & Associates Experience March 2012 - July 2012
Job Senior Consultant at Slocum, Endowments & Foundations
Industry Investment Management
Experience
Bain & Company June 2013 - August 2013
Jeffrey Slocum & Associates March 2012 - July 2012
University of St. Thomas February 2012 - June 2012
Macalester College November 2006 - February 2012
Slocum & Associates January 2005 - November 2006
Skills
Alternative Investments, Asset Allocation, Capital Budgeting, Private Equity, Hedge Funds, Oil/Gas, Distressed Debt, Non-profit..., Project Management, Portfolio Management, Investments, Management, Equities, Strategy, Investment Management, Risk Management, Due Diligence, Fixed Income, Capital Markets
Education
Harvard Business School 2012 — 2014
MBA
Macalester College 2001 — 2004
B.A, Economics & Political Science
Rapid City Central High School 1997 — 2001
Bain & Company June 2013 - August 2013
Jeffrey Slocum & Associates March 2012 - July 2012
University of St. Thomas February 2012 - June 2012
Macalester College November 2006 - February 2012
Slocum & Associates January 2005 - November 2006
Skills
Alternative Investments, Asset Allocation, Capital Budgeting, Private Equity, Hedge Funds, Oil/Gas, Distressed Debt, Non-profit..., Project Management, Portfolio Management, Investments, Management, Equities, Strategy, Investment Management, Risk Management, Due Diligence, Fixed Income, Capital Markets
Education
Harvard Business School 2012 — 2014
MBA
Macalester College 2001 — 2004
B.A, Economics & Political Science
Rapid City Central High School 1997 — 2001
Aaron Spychalla, CFA Aaron Spychalla, CFA's Jeffrey Slocum & Associates Experience January 2007 - April 2011
Job Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group April 2011 - Present
Jeffrey Slocum & Associates January 2007 - April 2011
Thomson Reuters 2006 - 2006
Piper Jaffray 2005 - 2006
Skills
Equity Research, Wealth Management, Financial Modeling, Equities, Valuation, Series 63, Investments, Asset Management, Hedge Funds
Education
Augsburg College 2002 — 2005
Bachelor, Finance and Accounting
Craig-Hallum Capital Group April 2011 - Present
Jeffrey Slocum & Associates January 2007 - April 2011
Thomson Reuters 2006 - 2006
Piper Jaffray 2005 - 2006
Skills
Equity Research, Wealth Management, Financial Modeling, Equities, Valuation, Series 63, Investments, Asset Management, Hedge Funds
Education
Augsburg College 2002 — 2005
Bachelor, Finance and Accounting
Nate Fischer's Jeffrey Slocum & Associates Experience 2010 - 2014
Job Analyst at Allerion Asset Management
Industry Capital Markets
Experience
Allerion Asset Management 2014 - Present
Jeffrey Slocum & Associates 2010 - 2014
Gemini Medical/Arthrex December 2008 - February 2009
Skills
Alternative Investments, Asset Allocation, Equity Research, Financial Analysis, Equity Valuation, Financial Modeling, Equity Derivatives, Investments, Due Diligence, Hedge Funds, Capital Markets
Education
Gustavus Adolphus College 2006 — 2009
Financial Economics
Allerion Asset Management 2014 - Present
Jeffrey Slocum & Associates 2010 - 2014
Gemini Medical/Arthrex December 2008 - February 2009
Skills
Alternative Investments, Asset Allocation, Equity Research, Financial Analysis, Equity Valuation, Financial Modeling, Equity Derivatives, Investments, Due Diligence, Hedge Funds, Capital Markets
Education
Gustavus Adolphus College 2006 — 2009
Financial Economics
Richard Dubiak Richard Dubiak's Jeffrey Slocum & Associates Experience August 2015 - Present
Job Risk Analyst
Industry Financial Services
Experience
Jeffrey Slocum & Associates August 2015 - Present
Two Harbors Investment Corp. January 2015 - July 2015
Jeffrey Slocum & Associates March 2014 - January 2015
Jeffrey Slocum & Associates October 2012 - March 2014
Wells Fargo Home Mortgage July 2012 - October 2012
Wells Fargo Home Mortgage November 2011 - July 2012
Wells Fargo Home Mortgage January 2011 - September 2011
Kautz Family YMCA Archives May 2010 - December 2010
Kautz Family YMCA Archives January 2009 - May 2010
Skills
Economics, Spreadsheets, Data Analysis, Statistics, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Change Management, Customer Service, Management, English, Quality Assurance, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Project Planning, Performance Management, Project Management, Time Management, Banking, Analysis, Teamwork, SQL, Excel, Word
Education
University of Minnesota-Twin Cities 2008 — 2010
BA-Q, Economics with a Quantitative Emphasis
Jeffrey Slocum & Associates August 2015 - Present
Two Harbors Investment Corp. January 2015 - July 2015
Jeffrey Slocum & Associates March 2014 - January 2015
Jeffrey Slocum & Associates October 2012 - March 2014
Wells Fargo Home Mortgage July 2012 - October 2012
Wells Fargo Home Mortgage November 2011 - July 2012
Wells Fargo Home Mortgage January 2011 - September 2011
Kautz Family YMCA Archives May 2010 - December 2010
Kautz Family YMCA Archives January 2009 - May 2010
Skills
Economics, Spreadsheets, Data Analysis, Statistics, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Change Management, Customer Service, Management, English, Quality Assurance, Process Improvement, Risk Management, Strategic Planning, Business Analysis, Project Planning, Performance Management, Project Management, Time Management, Banking, Analysis, Teamwork, SQL, Excel, Word
Education
University of Minnesota-Twin Cities 2008 — 2010
BA-Q, Economics with a Quantitative Emphasis
Luke Augustin's Jeffrey Slocum & Associates Experience November 2014 - Present
Job Senior Investment Analyst
Industry Financial Services
Experience
Jeffrey Slocum & Associates November 2014 - Present
Jeffrey Slocum & Associates January 2013 - November 2014
RBC June 2011 - January 2013
LSBE Financial Markets Program May 2010 - May 2011
Skills
Investments, Equity Research, Equities, Portfolio Management, Alternative Investments, Derivatives, Trading, Hedge Funds, Securities, Quantitative Analytics, Strategic Financial..., Technical Analysis, Fundamental Analysis, Investment Management, Economics, Capital Markets
Education
University of Minnesota Duluth 2007 — 2011
Finance, Economics
CFA Institute Candidate
Jeffrey Slocum & Associates November 2014 - Present
Jeffrey Slocum & Associates January 2013 - November 2014
RBC June 2011 - January 2013
LSBE Financial Markets Program May 2010 - May 2011
Skills
Investments, Equity Research, Equities, Portfolio Management, Alternative Investments, Derivatives, Trading, Hedge Funds, Securities, Quantitative Analytics, Strategic Financial..., Technical Analysis, Fundamental Analysis, Investment Management, Economics, Capital Markets
Education
University of Minnesota Duluth 2007 — 2011
Finance, Economics
CFA Institute Candidate
Rebecca Wolfe's Jeffrey Slocum & Associates Experience June 1997 - August 2005
Job Student
Industry Public Safety
Experience
Century College December 2006 - Present
White Bear Lake Fire January 2013 - July 2015
St. Croix EMS & Rescue June 2012 - December 2012
City of Woodbury September 2003 - November 2012
Pine Medical Ambulance July 2010 - August 2011
HealthEast April 2009 - July 2010
Jeffrey Slocum & Associates June 1997 - August 2005
Never Ending Halloween Enterprises, Inc. March 1999 - June 2001
Skills
Fire Suppression, EMS, Public Safety, Ambulance, Firefighting, Rescue, Emergency Services, Cpr Certified, Fire Safety, Hazardous Materials, Teaching, Fire Protection, Moulage, Simulation, Public Education, Paramedic, EMT, Driving Performance, Disaster Response, Fire Suppression Systems, Preparedness, Incident Command, First Aid, First Responder, Supervisory Skills, NIMS, Simulations, Emergency Management, CPR Certified
Education
Century College 2009 — 2011
Paramedic Technology AAS with Distinction, Paramedic
Hennepin Technical College 2005 — 2006
Certificate, Fire Suppression Technician
Mpls - North Community High School 1990 — 1994
High School Diploma, Radio Broadcasting
American Military University
BA in Business Administration
Century College December 2006 - Present
White Bear Lake Fire January 2013 - July 2015
St. Croix EMS & Rescue June 2012 - December 2012
City of Woodbury September 2003 - November 2012
Pine Medical Ambulance July 2010 - August 2011
HealthEast April 2009 - July 2010
Jeffrey Slocum & Associates June 1997 - August 2005
Never Ending Halloween Enterprises, Inc. March 1999 - June 2001
Skills
Fire Suppression, EMS, Public Safety, Ambulance, Firefighting, Rescue, Emergency Services, Cpr Certified, Fire Safety, Hazardous Materials, Teaching, Fire Protection, Moulage, Simulation, Public Education, Paramedic, EMT, Driving Performance, Disaster Response, Fire Suppression Systems, Preparedness, Incident Command, First Aid, First Responder, Supervisory Skills, NIMS, Simulations, Emergency Management, CPR Certified
Education
Century College 2009 — 2011
Paramedic Technology AAS with Distinction, Paramedic
Hennepin Technical College 2005 — 2006
Certificate, Fire Suppression Technician
Mpls - North Community High School 1990 — 1994
High School Diploma, Radio Broadcasting
American Military University
BA in Business Administration
Danielle Fakler's Jeffrey Slocum & Associates Experience 2004 - 2009
Job Implementation Manager at Voya Financial
Industry Insurance
Experience
Voya Financial April 2015 - Present
Benesyst, A TASC Company September 2013 - April 2015
Aon Hewitt September 2011 - September 2013
ING Employee Benefits October 2009 - September 2011
JSA 2005 - 2009
Jeffrey Slocum & Associates 2004 - 2009
ING December 2003 - April 2005
Search401k.com September 2002 - December 2003
Skills
Investments, Project Management, Financial Analysis, Finance, Financial Modeling, Risk Management, Microsoft Office, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Data Analysis, Research, Asset Managment, Investment Strategies, Strategic Financial..., Employee Benefits, Defined Contribution, Defined Benefit, COBRA, Flexible Spending...
Education
Augsburg College 1997 — 2001
BA, Business, Management, Marketing, and Related Support Services
Coon Rapids High School 1993 — 1997
General Diploma, General Studies, 4.0
Voya Financial April 2015 - Present
Benesyst, A TASC Company September 2013 - April 2015
Aon Hewitt September 2011 - September 2013
ING Employee Benefits October 2009 - September 2011
JSA 2005 - 2009
Jeffrey Slocum & Associates 2004 - 2009
ING December 2003 - April 2005
Search401k.com September 2002 - December 2003
Skills
Investments, Project Management, Financial Analysis, Finance, Financial Modeling, Risk Management, Microsoft Office, Mutual Funds, Asset Allocation, Portfolio Management, Insurance, Data Analysis, Research, Asset Managment, Investment Strategies, Strategic Financial..., Employee Benefits, Defined Contribution, Defined Benefit, COBRA, Flexible Spending...
Education
Augsburg College 1997 — 2001
BA, Business, Management, Marketing, and Related Support Services
Coon Rapids High School 1993 — 1997
General Diploma, General Studies, 4.0
Heather Oberschmid, CFA, CAIA's Jeffrey Slocum & Associates Experience August 2004 - July 2006
Job Manager Pension Investments at 3M
Industry Investment Management
Experience
3M June 2014 - Present
Wells Fargo Private Bank September 2013 - June 2014
Allianz Global Investors August 2010 - September 2013
RBC Wealth Management February 2008 - July 2010
Jeffrey Slocum & Associates, Inc. July 2006 - February 2008
Jeffrey Slocum & Associates August 2004 - July 2006
Skills
Portfolio Management, Bloomberg, Asset Management, Investments, Alternative Investments, Asset Allocation, Equities, Investment Management, Mutual Funds, Fixed Income, Series 7, Wealth Management, Investment Strategies, Capital Markets, Valuation, Finance, Financial Advisory, Due Diligence, Securities, Hedge Funds
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
3M June 2014 - Present
Wells Fargo Private Bank September 2013 - June 2014
Allianz Global Investors August 2010 - September 2013
RBC Wealth Management February 2008 - July 2010
Jeffrey Slocum & Associates, Inc. July 2006 - February 2008
Jeffrey Slocum & Associates August 2004 - July 2006
Skills
Portfolio Management, Bloomberg, Asset Management, Investments, Alternative Investments, Asset Allocation, Equities, Investment Management, Mutual Funds, Fixed Income, Series 7, Wealth Management, Investment Strategies, Capital Markets, Valuation, Finance, Financial Advisory, Due Diligence, Securities, Hedge Funds
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
Jason Matz's Jeffrey Slocum & Associates Experience 2003 - 2004
Job Chief Investment Officer at Carleton College
Industry Investment Management
Experience
Carleton College May 2004 - Present
Jeffrey Slocum & Associates 2003 - 2004
Minnesota State Board of Investment 1998 - 2003
Principal Financial Group 1996 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Asset Managment, Investment Strategies, Private Equity, Portfolio Management, Investment Management, Endowments, Fixed Income, Equities, Asset Management, Financial Modeling, Due Diligence, Bloomberg, Securities, Equity Research, Venture Capital, Emerging Markets, Quantitative Analytics, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Carleton College May 2004 - Present
Jeffrey Slocum & Associates 2003 - 2004
Minnesota State Board of Investment 1998 - 2003
Principal Financial Group 1996 - 1998
Skills
Alternative Investments, Asset Allocation, Hedge Funds, Investments, Asset Managment, Investment Strategies, Private Equity, Portfolio Management, Investment Management, Endowments, Fixed Income, Equities, Asset Management, Financial Modeling, Due Diligence, Bloomberg, Securities, Equity Research, Venture Capital, Emerging Markets, Quantitative Analytics, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance
Boston University Questrom School of Business 1990 — 1994
BSBA, Finance
Matthew Stangl's Jeffrey Slocum & Associates Experience December 2000 - April 2001
Job Transfer Pricing Manager at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP July 2015 - Present
PricewaterhouseCoopers LLP April 2015 - July 2015
Grant Thornton LLP March 2013 - March 2015
Towers Perrin August 2002 - October 2009
Jeffrey Slocum & Associates December 2000 - April 2001
Skills
Legal Research, Litigation, Legal Writing, Employment Law, Due Diligence, Financial Modeling, Legal Assistance, Mediation, Microsoft Office, Strategic Planning, Transfer Pricing
Education
Hamline University School of Law 2008 — 2012
Juris Doctor, Law
Carleton College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Simley High School
Eide Bailly LLP July 2015 - Present
PricewaterhouseCoopers LLP April 2015 - July 2015
Grant Thornton LLP March 2013 - March 2015
Towers Perrin August 2002 - October 2009
Jeffrey Slocum & Associates December 2000 - April 2001
Skills
Legal Research, Litigation, Legal Writing, Employment Law, Due Diligence, Financial Modeling, Legal Assistance, Mediation, Microsoft Office, Strategic Planning, Transfer Pricing
Education
Hamline University School of Law 2008 — 2012
Juris Doctor, Law
Carleton College 1998 — 2002
Bachelor of Arts (B.A.), Economics
Simley High School
Jason Vaurio's Jeffrey Slocum & Associates Experience June 2011 - June 2014
Job Investment Research Analyst at Oxford Financial Group, Ltd.
Industry Capital Markets
Experience
Oxford Financial Group, Ltd. June 2014 - Present
Jeffrey Slocum & Associates June 2011 - June 2014
Wells Fargo Securities, LLC December 2008 - February 2010
Ulland Investment Advisors November 2006 - August 2007
Skills
Valuation, Equities, Portfolio Management, Corporate Finance, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
Carleton College 2004 — 2008
B.A., Economics
Oxford Financial Group, Ltd. June 2014 - Present
Jeffrey Slocum & Associates June 2011 - June 2014
Wells Fargo Securities, LLC December 2008 - February 2010
Ulland Investment Advisors November 2006 - August 2007
Skills
Valuation, Equities, Portfolio Management, Corporate Finance, Equity Research
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2008 — 2008
Business Bridge Program
Carleton College 2004 — 2008
B.A., Economics
Thomas Bennek's Jeffrey Slocum & Associates Experience November 2008 - June 2012
Job Sr. Analyst at Institutional Insurance Group LLC (IIG)
Industry Financial Services
Experience
Institutional Insurance Group LLC (IIG) May 2013 - Present
Jeffrey Slocum & Associates November 2008 - June 2012
Clark Consulting August 2006 - November 2008
North American Banking Company/ICA January 2005 - August 2006
Skills
Excel, Analysis, Research, Microsoft Office, Asset Management, Microsoft Excel, Risk Management, Financial Modeling, Investments, Mutual Funds, Investment Strategies, Financial Analysis, Investment Management, Wealth Management, Series 7, Strategic Financial...
Education
Minnesota State University, Mankato 2000 — 2004
Bachelor of Science, Institutional Finance
Institutional Insurance Group LLC (IIG) May 2013 - Present
Jeffrey Slocum & Associates November 2008 - June 2012
Clark Consulting August 2006 - November 2008
North American Banking Company/ICA January 2005 - August 2006
Skills
Excel, Analysis, Research, Microsoft Office, Asset Management, Microsoft Excel, Risk Management, Financial Modeling, Investments, Mutual Funds, Investment Strategies, Financial Analysis, Investment Management, Wealth Management, Series 7, Strategic Financial...
Education
Minnesota State University, Mankato 2000 — 2004
Bachelor of Science, Institutional Finance
Beci Dvorak's Jeffrey Slocum & Associates Experience September 2005 - Present
Job IT Professional and Vet tech student at MSB
Industry Information Technology and Services
Experience
Jeffrey Slocum & Associates September 2005 - Present
Loaves and Fishes 2010 - Present
Animal Humane Society August 2009 - December 2011
Jeffrey Slocum & Associates September 2005 - December 2007
Epicor Software Corp August 1999 - February 2005
Skills
Outlook, Troubleshooting, Telephone Skills, General Office Duties, Scheduling, Problem Solving, Windows, Microsoft Office, Customer Service, Teamwork, Fax, Microsoft Word, Excel, Word, Research, Microsoft Office 2007, Microsoft Office 2003, Desktop Systems, Help Desk Management, E-mail Management, Documentation, XP, Active Directory, Internet Explorer, Microsoft Office Xp, Photocopier, Administrative..., PowerPoint, Microsoft Excel
Education
North Hennepin Community College 2001 — 2003
Minnesota School of Business-Plymouth
Associates, Veterinary Technician
Jeffrey Slocum & Associates September 2005 - Present
Loaves and Fishes 2010 - Present
Animal Humane Society August 2009 - December 2011
Jeffrey Slocum & Associates September 2005 - December 2007
Epicor Software Corp August 1999 - February 2005
Skills
Outlook, Troubleshooting, Telephone Skills, General Office Duties, Scheduling, Problem Solving, Windows, Microsoft Office, Customer Service, Teamwork, Fax, Microsoft Word, Excel, Word, Research, Microsoft Office 2007, Microsoft Office 2003, Desktop Systems, Help Desk Management, E-mail Management, Documentation, XP, Active Directory, Internet Explorer, Microsoft Office Xp, Photocopier, Administrative..., PowerPoint, Microsoft Excel
Education
North Hennepin Community College 2001 — 2003
Minnesota School of Business-Plymouth
Associates, Veterinary Technician
Jodi Gingiss's Jeffrey Slocum & Associates Experience 1993 - 1997
Job Community Development Administrator at Lake County
Industry Nonprofit Organization Management
Experience
Lake County September 2013 - Present
Mercy Housing April 2009 - September 2013
Deloitte 2007 - 2008
Chicago Community Loan Fund 2004 - 2008
LaSalle Bank 2004 - 2007
The Resurrection Project 2003 - 2004
Goldman Sachs June 2002 - August 2002
Bulgarian American Enterprise Fund 1998 - 2001
Lotsoff Capital Management 1997 - 1998
Jeffrey Slocum & Associates 1993 - 1997
Skills
Non-profits, Investments, Economic Development, Fundraising, Private Equity, Portfolio Management, Community Development, Strategic Planning, Nonprofits, Grants, Budgets, Finance, Risk Management, Real Estate, Leadership, Management, Affordable Housing, Project Management, Funding
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management & Strategy, Non-Profit Management & Real Estate
Carleton College 1989 — 1992
BA, Psychology
Mayo High School 1986 — 1988
Lake County September 2013 - Present
Mercy Housing April 2009 - September 2013
Deloitte 2007 - 2008
Chicago Community Loan Fund 2004 - 2008
LaSalle Bank 2004 - 2007
The Resurrection Project 2003 - 2004
Goldman Sachs June 2002 - August 2002
Bulgarian American Enterprise Fund 1998 - 2001
Lotsoff Capital Management 1997 - 1998
Jeffrey Slocum & Associates 1993 - 1997
Skills
Non-profits, Investments, Economic Development, Fundraising, Private Equity, Portfolio Management, Community Development, Strategic Planning, Nonprofits, Grants, Budgets, Finance, Risk Management, Real Estate, Leadership, Management, Affordable Housing, Project Management, Funding
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Finance, Management & Strategy, Non-Profit Management & Real Estate
Carleton College 1989 — 1992
BA, Psychology
Mayo High School 1986 — 1988
Troy Schell's Jeffrey Slocum & Associates Experience July 1996 - July 2000
Job Partner at Aether Investment Partners, LLC
Industry Investment Management
Experience
Aether Investment Partners, LLC October 2008 - Present
BlackRock October 2007 - October 2008
Quellos Private Capital Markets, L.P. 2002 - 2007
Quellos Group, LLC 2002 - 2007
Jeffrey Slocum & Associates July 1996 - July 2000
Skills
Investments, Equities, Alternative Investments, Hedge Funds, Private Equity, Valuation, Asset Management, Fund Of Funds, Due Diligence, Financial Modeling, Capital Markets, Venture Capital, Portfolio Management, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
University of North Carolina at Chapel Hill 2000 — 2002
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA
Creighton University 1992 — 1996
BSBA, Finance, Economics
Aether Investment Partners, LLC October 2008 - Present
BlackRock October 2007 - October 2008
Quellos Private Capital Markets, L.P. 2002 - 2007
Quellos Group, LLC 2002 - 2007
Jeffrey Slocum & Associates July 1996 - July 2000
Skills
Investments, Equities, Alternative Investments, Hedge Funds, Private Equity, Valuation, Asset Management, Fund Of Funds, Due Diligence, Financial Modeling, Capital Markets, Venture Capital, Portfolio Management, Investment Management, Asset Allocation, Fixed Income, Investment Strategies, Mergers & Acquisitions, Corporate Finance, Investment Banking
Education
University of North Carolina at Chapel Hill 2000 — 2002
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2000 — 2002
MBA
Creighton University 1992 — 1996
BSBA, Finance, Economics
Mark Phelps, CFA's Jeffrey Slocum & Associates Experience December 2003 - August 2007
Job VP, Portfolio Strategy at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - October 2014
Mercer Investment Consulting September 2007 - March 2013
Jeffrey Slocum & Associates December 2003 - August 2007
Wells Fargo Home Mortgage October 2002 - December 2003
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets, Leadership, Endowments, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Bonds, Due Diligence, Equities
Education
University of Minnesota-Twin Cities
BS, Applied Economics, Emphasis in Management and Finance
Nuveen Investments October 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - October 2014
Mercer Investment Consulting September 2007 - March 2013
Jeffrey Slocum & Associates December 2003 - August 2007
Wells Fargo Home Mortgage October 2002 - December 2003
Skills
Mutual Funds, Portfolio Management, Investment Strategies, Economics, Capital Markets, Leadership, Endowments, Bloomberg, Investment Management, Hedge Funds, Fixed Income, Bonds, Due Diligence, Equities
Education
University of Minnesota-Twin Cities
BS, Applied Economics, Emphasis in Management and Finance
Jeritt Bushaw, CFA's Jeffrey Slocum & Associates Experience June 2004 - May 2005
Job Investment Analyst at Lighthouse Investment Partners
Industry Investment Management
Experience
Lighthouse Investment Partners August 2005 - Present
Jeffrey Slocum & Associates June 2004 - May 2005
Skills
Due Diligence, Hedge Funds, Portfolio Management, Investment Management, Investments, Alternative Assets, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Lighthouse Investment Partners August 2005 - Present
Jeffrey Slocum & Associates June 2004 - May 2005
Skills
Due Diligence, Hedge Funds, Portfolio Management, Investment Management, Investments, Alternative Assets, Global Tactical Asset...
Education
The University of Chicago - Booth School of Business 2009 — 2011
MBA, Finance
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Accounting and Finance
Chris Lund, CFA, CAIA's Jeffrey Slocum & Associates Experience July 2012 - Present
Job Consultant at Jeffrey Slocum & Associates
Industry Financial Services
Experience
Jeffrey Slocum & Associates July 2012 - Present
Jeffrey Slocum & Associates July 2010 - July 2012
Jeffrey Slocum & Associates November 2007 - July 2010
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Equities, Hedge Funds, Financial Modeling, Bloomberg
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BS, Finance, General
University of Minnesota - Carlson School of Management 2002 — 2006
Finance/Entrepreneurial Mgmt, Business
Jeffrey Slocum & Associates July 2012 - Present
Jeffrey Slocum & Associates July 2010 - July 2012
Jeffrey Slocum & Associates November 2007 - July 2010
Skills
Asset Allocation, Alternative Investments, Portfolio Management, Investments, Asset Management, Investment Strategies, Mutual Funds, Fixed Income, Equities, Hedge Funds, Financial Modeling, Bloomberg
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BS, Finance, General
University of Minnesota - Carlson School of Management 2002 — 2006
Finance/Entrepreneurial Mgmt, Business
Devon Muir's Jeffrey Slocum & Associates Experience 2004 - 2004
Job Principal at Mercer
Industry Financial Services
Experience
Mercer October 2008 - Present
Alan D. Biller & Associates November 2006 - October 2008
Insight Capital Research & Management, Inc 2005 - 2006
Jeffrey Slocum & Associates 2004 - 2004
Hearth & Home Technologies 2003 - 2003
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of California, Santa Barbara
BA, Communication
Mercer October 2008 - Present
Alan D. Biller & Associates November 2006 - October 2008
Insight Capital Research & Management, Inc 2005 - 2006
Jeffrey Slocum & Associates 2004 - 2004
Hearth & Home Technologies 2003 - 2003
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of California, Santa Barbara
BA, Communication
Thomas B. Doran, CFA's Jeffrey Slocum & Associates Experience August 2008 - October 2014
Job Investment Consulting for Foundations, Endowments and Nonprofits
Industry Financial Services
Experience
Doran Advisors June 2015 - Present
Jeffrey Slocum & Associates August 2008 - October 2014
Cherry Tree Family Office (formerly Crosswater Investment Advisors) December 2003 - August 2008
Campbell Mithun 1995 - 2000
Skills
Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Investment Strategies, Private Equity, Fixed Income, Asset Allocation, Investment Policy, Equities, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance
Boston College 1990 — 1993
BA, History, Philosophy
Santa Clara University 1989 — 1990
History
Doran Advisors June 2015 - Present
Jeffrey Slocum & Associates August 2008 - October 2014
Cherry Tree Family Office (formerly Crosswater Investment Advisors) December 2003 - August 2008
Campbell Mithun 1995 - 2000
Skills
Asset Management, Alternative Investments, Financial Modeling, Hedge Funds, Investment Strategies, Private Equity, Fixed Income, Asset Allocation, Investment Policy, Equities, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance
Boston College 1990 — 1993
BA, History, Philosophy
Santa Clara University 1989 — 1990
History
Bethany Jessen's Jeffrey Slocum & Associates Experience January 2012 - Present
Job Research Analyst at Jeffrey Slocum & Associates
Industry Financial Services
Experience
Jeffrey Slocum & Associates January 2012 - Present
Jeffrey Slocum & Associates October 2010 - January 2012
DST TASS August 2007 - October 2010
Education
University of St. Thomas - Opus College of Business 2010 — 2013
MBA
Creighton University 2003 — 2007
Jeffrey Slocum & Associates January 2012 - Present
Jeffrey Slocum & Associates October 2010 - January 2012
DST TASS August 2007 - October 2010
Education
University of St. Thomas - Opus College of Business 2010 — 2013
MBA
Creighton University 2003 — 2007
Jamie Bodin's Jeffrey Slocum & Associates Experience 2000 - 2002
Job VP Business Development, PROTITLE, CO.
Industry Real Estate
Experience
PROTITLE, CO. June 2002 - Present
Jeffrey Slocum & Associates 2000 - 2002
American Express 1998 - 2000
Skills
Business Development, Management, Real Estate, Investment Properties, Selling, Real Estate Transactions, Mortgage Lending, REO, Short Sales, Residential Homes, Sellers, Relocation, First Time Home Buyers, FHA, Foreclosures
Education
University of Minnesota-Duluth 1989 — 1994
Bachelor of Arts (B.A.), Economics
PROTITLE, CO. June 2002 - Present
Jeffrey Slocum & Associates 2000 - 2002
American Express 1998 - 2000
Skills
Business Development, Management, Real Estate, Investment Properties, Selling, Real Estate Transactions, Mortgage Lending, REO, Short Sales, Residential Homes, Sellers, Relocation, First Time Home Buyers, FHA, Foreclosures
Education
University of Minnesota-Duluth 1989 — 1994
Bachelor of Arts (B.A.), Economics
Sean Katof, CFA's Jeffrey Slocum & Associates Experience October 2005 - January 2015
Job Senior VP Portfolio Manager
Industry Financial Services
Experience
LoCorr Funds January 2015 - Present
Jeffrey Slocum & Associates October 2005 - January 2015
Devenir Investment Advisors September 2004 - June 2005
INVESCO Funds Group 1994 - 2003
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Equities, Asset Management, Mutual Funds, Series 7, Equity Research, Bloomberg, Investment Strategies, Financial Modeling, Investments, Investment Advisory
Education
University of Colorado Denver 1996 — 1998
Master of Science (MS), Finance, General
University of Colorado Boulder 1990 — 1994
Bachelor of Science (BS), Business Administration with an Emphasis in Finance
LoCorr Funds January 2015 - Present
Jeffrey Slocum & Associates October 2005 - January 2015
Devenir Investment Advisors September 2004 - June 2005
INVESCO Funds Group 1994 - 2003
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Capital Markets, Fixed Income, Asset Managment, Asset Allocation, Investment Management, Equities, Asset Management, Mutual Funds, Series 7, Equity Research, Bloomberg, Investment Strategies, Financial Modeling, Investments, Investment Advisory
Education
University of Colorado Denver 1996 — 1998
Master of Science (MS), Finance, General
University of Colorado Boulder 1990 — 1994
Bachelor of Science (BS), Business Administration with an Emphasis in Finance
Kyle Schmit's Jeffrey Slocum & Associates Experience Investment AnalystThe Northern Trust Company1999 - 2004
Job Investment Consultant at Jeffrey Slocum & Associates
Industry Financial Services
Experience
Jeffrey Slocum & Associates Investment AnalystThe Northern Trust Company1999 - 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
University of Wisconsin-Madison 1991 — 1995
Jeffrey Slocum & Associates Investment AnalystThe Northern Trust Company1999 - 2004
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2004
MBA, Finance
University of Wisconsin-Madison 1991 — 1995
Cathy Lee Winter's Jeffrey Slocum & Associates Experience September 2002 - August 2008
Job Senior Consultant
Industry Human Resources
Experience
Korn Ferry January 2015 - Present
Personnel Decisions Intl August 2008 - December 2014
Jeffrey Slocum & Associates September 2002 - August 2008
Datacard Group 1995 - 2000
Star Tribune 1990 - 1995
Skills
Change Management, Executive Coaching, Organizational..., Organizational..., Human Resources, Talent Management, Employee Engagement, Leadership Development, Executive Development, Career Development, Organizational Design, HR Consulting, Succession Planning, 360 Feedback, MBTI
Education
University of St. Thomas 1995 — 1998
MA, Counseling Psychology
University of Minnesota-Twin Cities
Bachelor's Degree, Psychology
Korn Ferry January 2015 - Present
Personnel Decisions Intl August 2008 - December 2014
Jeffrey Slocum & Associates September 2002 - August 2008
Datacard Group 1995 - 2000
Star Tribune 1990 - 1995
Skills
Change Management, Executive Coaching, Organizational..., Organizational..., Human Resources, Talent Management, Employee Engagement, Leadership Development, Executive Development, Career Development, Organizational Design, HR Consulting, Succession Planning, 360 Feedback, MBTI
Education
University of St. Thomas 1995 — 1998
MA, Counseling Psychology
University of Minnesota-Twin Cities
Bachelor's Degree, Psychology
Clete Strak's Jeffrey Slocum & Associates Experience March 2010 - Present
Job Due Diligence Associate at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates March 2010 - Present
CARVAL INVESTORS, LLC February 2006 - May 2009
American Express Financial Advisors 1996 - 2005
American Express Financial Advisors January 1994 - January 1996
American Express Financial Advisors January 1992 - January 1994
American Express Financial Advisors January 1991 - January 1992
American Express Financial Advisors January 1989 - January 1991
Education
Hamline University 1985 — 1989
Bachelor of Arts, Business Management; Economics
University of St. Thomas (TX)
Bachelor of Arts, Business Management; Economics
Jeffrey Slocum & Associates March 2010 - Present
CARVAL INVESTORS, LLC February 2006 - May 2009
American Express Financial Advisors 1996 - 2005
American Express Financial Advisors January 1994 - January 1996
American Express Financial Advisors January 1992 - January 1994
American Express Financial Advisors January 1991 - January 1992
American Express Financial Advisors January 1989 - January 1991
Education
Hamline University 1985 — 1989
Bachelor of Arts, Business Management; Economics
University of St. Thomas (TX)
Bachelor of Arts, Business Management; Economics
James Fisher, CFA, CAIA's Jeffrey Slocum & Associates Experience June 2007 - Present
Job Senior Research Associate at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates June 2007 - Present
Jeffrey Slocum & Associates June 2006 - June 2007
Principal Financial Group 2006 - 2006
Skills
Hedge Funds, Institutional Portfolio..., Portfolio Management, Capital Markets, Alternative Investments, Asset Managment, Equity Research, Investments, Asset Allocation, Fixed Income, Financial Modeling, Equities, Bloomberg, Fund Of Funds, Equity Valuation, Asset Management, Investment Strategies
Education
University of Northern Iowa 2004 — 2006
B.A.
Trinity International University 2003 — 2004
Jeffrey Slocum & Associates June 2007 - Present
Jeffrey Slocum & Associates June 2006 - June 2007
Principal Financial Group 2006 - 2006
Skills
Hedge Funds, Institutional Portfolio..., Portfolio Management, Capital Markets, Alternative Investments, Asset Managment, Equity Research, Investments, Asset Allocation, Fixed Income, Financial Modeling, Equities, Bloomberg, Fund Of Funds, Equity Valuation, Asset Management, Investment Strategies
Education
University of Northern Iowa 2004 — 2006
B.A.
Trinity International University 2003 — 2004
Megan Gorman, CFA's Jeffrey Slocum & Associates Experience June 2003 - December 2007
Job Senior Product Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2015 - Present
RBC Wealth Management January 2012 - Present
RBC Wealth Management January 2008 - January 2012
Jeffrey Slocum & Associates June 2003 - December 2007
Skills
Alternative Investments, Wealth Management, Investment Advisory, Retirement, Mutual Funds
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (BA), Finance and Economics, With Honors
RBC Wealth Management July 2015 - Present
RBC Wealth Management January 2012 - Present
RBC Wealth Management January 2008 - January 2012
Jeffrey Slocum & Associates June 2003 - December 2007
Skills
Alternative Investments, Wealth Management, Investment Advisory, Retirement, Mutual Funds
Education
University of Northern Iowa 1999 — 2003
Bachelor of Arts (BA), Finance and Economics, With Honors
Daniel Sanford's Jeffrey Slocum & Associates Experience December 2006 - July 2014
Job Operations Analyst Wells Fargo
Industry Investment Management
Experience
Wells Fargo September 2014 - Present
Jeffrey Slocum & Associates December 2006 - July 2014
Ingenix July 2005 - December 2006
Federal Bureau of Prisons June 2004 - July 2004
Skills
Asset Allocation, Investment Management, Financial Modeling, Asset Management, Equities, Investments, Finance, Asset Managment, Financial Analysis, Strategic Financial..., Corporate Finance, Equity Research, Investment Strategies, Bloomberg, Mutual Funds, Portfolio Management, Capital Markets, Due Diligence, Institutional..., Emerging Markets, Financial Markets, Financial Reporting, Chartered Financial..., ETFs, Bloomberg Terminal, Financial Advisory, Pensions, Institutional, Performance Attribution, Treasury Management, Microsoft Excel, SharePoint, Journal Entries, Cash Management, Cash Flow, Financial Statements, Analysis, Securities, Financial Risk, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Minnesota Duluth 2002 — 2005
BBA, Finance
Wells Fargo September 2014 - Present
Jeffrey Slocum & Associates December 2006 - July 2014
Ingenix July 2005 - December 2006
Federal Bureau of Prisons June 2004 - July 2004
Skills
Asset Allocation, Investment Management, Financial Modeling, Asset Management, Equities, Investments, Finance, Asset Managment, Financial Analysis, Strategic Financial..., Corporate Finance, Equity Research, Investment Strategies, Bloomberg, Mutual Funds, Portfolio Management, Capital Markets, Due Diligence, Institutional..., Emerging Markets, Financial Markets, Financial Reporting, Chartered Financial..., ETFs, Bloomberg Terminal, Financial Advisory, Pensions, Institutional, Performance Attribution, Treasury Management, Microsoft Excel, SharePoint, Journal Entries, Cash Management, Cash Flow, Financial Statements, Analysis, Securities, Financial Risk, Fixed Income, Hedge Funds, Alternative Investments
Education
University of Minnesota Duluth 2002 — 2005
BBA, Finance
Drew Carlson, CFA's Jeffrey Slocum & Associates Experience June 2009 - May 2011
Job Capital Markets at 3M
Industry Financial Services
Experience
3M February 2013 - Present
3M April 2012 - February 2013
3M May 2011 - April 2012
Jeffrey Slocum & Associates June 2009 - May 2011
Jeffrey Slocum & Associates March 2008 - June 2009
CarVal Investors June 2006 - March 2008
Skills
Financial Modeling, Capital Markets, Investments, Pensions, Financial Analysis, Equity Research, Due Diligence, Equities, Fixed Income, Portfolio Management
Education
St. John's University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
3M February 2013 - Present
3M April 2012 - February 2013
3M May 2011 - April 2012
Jeffrey Slocum & Associates June 2009 - May 2011
Jeffrey Slocum & Associates March 2008 - June 2009
CarVal Investors June 2006 - March 2008
Skills
Financial Modeling, Capital Markets, Investments, Pensions, Financial Analysis, Equity Research, Due Diligence, Equities, Fixed Income, Portfolio Management
Education
St. John's University 2002 — 2006
Bachelor of Science (B.S.), Accounting and Finance
David Christenson's Jeffrey Slocum & Associates Experience 1988 - 1992
Job Entreprenuer & Business Leader
Industry Marketing and Advertising
Experience
The LDM Group 2003 - 2014
Guidant Corporation - Cardiac Rhythm Management 2006 - 2006
Catalina Health Resouce 2001 - 2003
Catalina Marketing 1999 - 2001
The Wilkerson Group/IBM 1997 - 1999
The Pioneer Institute 1992 - 1995
Jeffrey Slocum & Associates 1988 - 1992
Skills
Private Equity, Corporate Development, Marketing Strategy, Account Management, Strategic Planning, Mergers, Pharmaceutical Industry, CRM, Venture Capital, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA
Carleton College 1983 — 1987
BA, Economics
The LDM Group 2003 - 2014
Guidant Corporation - Cardiac Rhythm Management 2006 - 2006
Catalina Health Resouce 2001 - 2003
Catalina Marketing 1999 - 2001
The Wilkerson Group/IBM 1997 - 1999
The Pioneer Institute 1992 - 1995
Jeffrey Slocum & Associates 1988 - 1992
Skills
Private Equity, Corporate Development, Marketing Strategy, Account Management, Strategic Planning, Mergers, Pharmaceutical Industry, CRM, Venture Capital, Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 1995 — 1997
MBA
Carleton College 1983 — 1987
BA, Economics
Todd Miron, CFA's Jeffrey Slocum & Associates Experience 2001 - 2004
Job Associate Strategy & Business Development at Cargill
Industry Financial Services
Experience
Cargill December 2014 - Present
Cargill October 2012 - Present
Cargill June 2010 - Present
Cargill January 2009 - July 2010
GE Capital Solutions Fleet Services January 2006 - December 2008
Boeckermann Grafstrom & Mayer Wealth Management 2004 - 2005
Jeffrey Slocum & Associates 2001 - 2004
Skills
Corporate Finance, Strategic Financial..., Financial Modeling, Treasury, Six Sigma, Credit, Financial Reporting, Investments, Business Process..., Financial Analysis, Finance, Forecasting, Leadership, Management, Portfolio Management, Risk Management, Valuation, Process Improvement
Education
University of Minnesota - Carlson School of Management 2003 — 2006
Master of Business Administration, Finance/Accounting
University of Minnesota-Duluth 1996 — 2000
Bachelor's degree, Finance, General
Cargill December 2014 - Present
Cargill October 2012 - Present
Cargill June 2010 - Present
Cargill January 2009 - July 2010
GE Capital Solutions Fleet Services January 2006 - December 2008
Boeckermann Grafstrom & Mayer Wealth Management 2004 - 2005
Jeffrey Slocum & Associates 2001 - 2004
Skills
Corporate Finance, Strategic Financial..., Financial Modeling, Treasury, Six Sigma, Credit, Financial Reporting, Investments, Business Process..., Financial Analysis, Finance, Forecasting, Leadership, Management, Portfolio Management, Risk Management, Valuation, Process Improvement
Education
University of Minnesota - Carlson School of Management 2003 — 2006
Master of Business Administration, Finance/Accounting
University of Minnesota-Duluth 1996 — 2000
Bachelor's degree, Finance, General
Erik Knutzen's Jeffrey Slocum & Associates Experience 1990 - 1995
Job Chief Investment Officer MultiAsset Class Portfolios at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Neuberger Berman May 2014 - Present
NEPC LLL April 2008 - April 2014
RiverSource Investments 2007 - 2008
Standish Mellon Asset Management 2005 - 2006
Garrett Capital Management 2004 - 2005
Putnam Investments 1995 - 2004
Jeffrey Slocum & Associates 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Investment Strategies, Equities, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Private Equity, Fund Of Funds, Equity Research, Emerging Markets, Capital Markets, Securities, Derivatives
Education
Harvard Business School 1988 — 1990
MBA
Williams College
Bachelor's degree, History and Political Economy
Susanna Gibbons, CFA's Jeffrey Slocum & Associates Experience 2005 - 2007
Job Director, Carlson Fixed Income Fund at Carlson School of Management
Industry Investment Management
Experience
Carlson School of Management September 2014 - Present
RBC Global Asset Management (U.S.) Inc. May 2007 - August 2014
Voyageur Asset Management May 2007 - December 2009
Jeffrey Slocum & Associates 2005 - 2007
St. Paul Companies` 1996 - 2003
Metropolitan Life Insurance Company July 1990 - July 1996
Cohen Feit June 1988 - September 1989
J.P. Morgan 1985 - 1988
Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Management, Investments, Credit Analysis, Research, People Development, Strategic Thinking, Communication Skills, Presentations, Fixed Income, Asset Managment, Investment Strategies, Capital Markets, Strategy, Equities, Hedge Funds, Credit, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Bryn Mawr College 1980 — 1984
BA, Psychology
Carlson School of Management September 2014 - Present
RBC Global Asset Management (U.S.) Inc. May 2007 - August 2014
Voyageur Asset Management May 2007 - December 2009
Jeffrey Slocum & Associates 2005 - 2007
St. Paul Companies` 1996 - 2003
Metropolitan Life Insurance Company July 1990 - July 1996
Cohen Feit June 1988 - September 1989
J.P. Morgan 1985 - 1988
Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Management, Investments, Credit Analysis, Research, People Development, Strategic Thinking, Communication Skills, Presentations, Fixed Income, Asset Managment, Investment Strategies, Capital Markets, Strategy, Equities, Hedge Funds, Credit, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Bryn Mawr College 1980 — 1984
BA, Psychology
Conor Murphy, CFA's Jeffrey Slocum & Associates Experience September 2014 - Present
Job Consultant at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates September 2014 - Present
DCAdvisors September 2009 - August 2014
Strategic Investment Group February 2004 - May 2009
Wells Fargo Equipment Finance June 2003 - August 2003
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
BBA, Finance and Accounting
University of Wisconsin-Madison 1999 — 2000
Jeffrey Slocum & Associates September 2014 - Present
DCAdvisors September 2009 - August 2014
Strategic Investment Group February 2004 - May 2009
Wells Fargo Equipment Finance June 2003 - August 2003
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Iowa - Henry B. Tippie College of Business 2000 — 2003
BBA, Finance and Accounting
University of Wisconsin-Madison 1999 — 2000
Daniel Zaczkowski, CFA's Jeffrey Slocum & Associates Experience August 2008 - August 2009
Job Chief Financial Officer at TruStone Financial
Industry Financial Services
Experience
TruStone Financial July 2009 - Present
Jeffrey Slocum & Associates August 2008 - August 2009
RBC Wealth Management July 2000 - July 2008
GMAC-RFC 1998 - 2001
Eagle Capital Management June 1997 - October 1998
Russell Investments June 1995 - May 1996
Wurts & Associates September 1993 - May 1995
US Navy June 1989 - June 1993
Skills
Portfolio Management, Banking, Credit Analysis, Credit, Financial Analysis, Fixed Income, Alternative Investments, Hedge Funds, Risk Management, Asset Allocation, Investments, Financial Modeling, Equities, Commercial Lending, Loans, Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1997
MBA, Finance
Illinois Institute of Technology 1986 — 1989
BBA, Finance
TruStone Financial July 2009 - Present
Jeffrey Slocum & Associates August 2008 - August 2009
RBC Wealth Management July 2000 - July 2008
GMAC-RFC 1998 - 2001
Eagle Capital Management June 1997 - October 1998
Russell Investments June 1995 - May 1996
Wurts & Associates September 1993 - May 1995
US Navy June 1989 - June 1993
Skills
Portfolio Management, Banking, Credit Analysis, Credit, Financial Analysis, Fixed Income, Alternative Investments, Hedge Funds, Risk Management, Asset Allocation, Investments, Financial Modeling, Equities, Commercial Lending, Loans, Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1997
MBA, Finance
Illinois Institute of Technology 1986 — 1989
BBA, Finance
Grant Vann's Jeffrey Slocum & Associates Experience May 2007 - August 2007
Job Senior Financial Analyst Marketing Finance at Best Buy
Industry Retail
Experience
Best Buy May 2015 - Present
Best Buy November 2013 - May 2015
St. Paul Pioneer Press February 2011 - November 2013
Robbinsdale Armstrong High School March 2008 - June 2011
St. Paul Pioneer Press September 2009 - January 2011
Seagate Technology May 2008 - August 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
Analysis, Leadership, Forecasting, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Microsoft Office, Data Analysis, Teamwork, Strategic Financial..., Data-driven Decision..., Project Management, High Organizational..., High level of initiative
Education
University of St. Thomas 2012 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Finance, Marketing
Best Buy May 2015 - Present
Best Buy November 2013 - May 2015
St. Paul Pioneer Press February 2011 - November 2013
Robbinsdale Armstrong High School March 2008 - June 2011
St. Paul Pioneer Press September 2009 - January 2011
Seagate Technology May 2008 - August 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
Analysis, Leadership, Forecasting, Microsoft Excel, Financial Analysis, Financial Modeling, Finance, Microsoft Office, Data Analysis, Teamwork, Strategic Financial..., Data-driven Decision..., Project Management, High Organizational..., High level of initiative
Education
University of St. Thomas 2012 — 2015
Master of Business Administration (M.B.A.)
University of Minnesota - Carlson School of Management 2005 — 2009
BSB, Finance, Marketing
Andre Boucher, CAIA's Jeffrey Slocum & Associates Experience September 2008 - Present
Job Senior Consultant Healthcare at Jeffrey Slocum & Associates
Industry Financial Services
Experience
Jeffrey Slocum & Associates September 2008 - Present
Jeffrey Slocum & Associates January 2004 - September 2008
Slocum October 2000 - December 2003
Skills
Portfolio Management, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Valuation, Strategy, Management Consulting, Fixed Income, Capital Markets, Hedge Funds, Equities, Private Equity, Real Estate, Tactical Asset..., Enterprise Risk..., Risk Management, Investment Management
Education
Augsburg College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
Jeffrey Slocum & Associates September 2008 - Present
Jeffrey Slocum & Associates January 2004 - September 2008
Slocum October 2000 - December 2003
Skills
Portfolio Management, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Valuation, Strategy, Management Consulting, Fixed Income, Capital Markets, Hedge Funds, Equities, Private Equity, Real Estate, Tactical Asset..., Enterprise Risk..., Risk Management, Investment Management
Education
Augsburg College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
Ellie Patterson's Jeffrey Slocum & Associates Experience May 2007 - August 2007
Job Financial Analyst HHC at Ecolab
Industry Financial Services
Experience
Ecolab September 2011 - Present
Ecolab June 2010 - September 2011
Ecolab July 2009 - June 2010
Ecolab June 2008 - August 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Forecasting, Financial Planning, Portfolio Management, Budgeting, Process Improvement, Due Diligence, Six Sigma, Access, Analysis, Business Strategy, Planning, Microsoft Office, Investments
Education
Creighton University 2005 — 2009
BS, Finance
Visitation 2001 — 2005
Ecolab September 2011 - Present
Ecolab June 2010 - September 2011
Ecolab July 2009 - June 2010
Ecolab June 2008 - August 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
Financial Modeling, Financial Analysis, Financial Reporting, Corporate Finance, Forecasting, Financial Planning, Portfolio Management, Budgeting, Process Improvement, Due Diligence, Six Sigma, Access, Analysis, Business Strategy, Planning, Microsoft Office, Investments
Education
Creighton University 2005 — 2009
BS, Finance
Visitation 2001 — 2005
Aimee Hirata's Jeffrey Slocum & Associates Experience 1998 - 2001
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock 2001 - Present
BlackRock Alternative Advisors 2001 - Present
Jeffrey Slocum & Associates 1998 - 2001
Skills
Fund Of Funds, Equities, Alternative Investments, Hedge Funds, Capital Markets, Investments, Fixed Income, Asset Managment, Asset Management, Asset Allocation, Risk Management, Investment Management, Bloomberg, Derivatives, Private Equity
Education
Creighton University 1992 — 1996
Bachelor of Science (B.S.), Management, Marketing, Math
BlackRock 2001 - Present
BlackRock Alternative Advisors 2001 - Present
Jeffrey Slocum & Associates 1998 - 2001
Skills
Fund Of Funds, Equities, Alternative Investments, Hedge Funds, Capital Markets, Investments, Fixed Income, Asset Managment, Asset Management, Asset Allocation, Risk Management, Investment Management, Bloomberg, Derivatives, Private Equity
Education
Creighton University 1992 — 1996
Bachelor of Science (B.S.), Management, Marketing, Math
Steven Bedell's Jeffrey Slocum & Associates Experience October 2001 - January 2006
Job Senior Investment Accountant at Parametric Portfolio Associates
Industry Investment Management
Experience
Parametric Clifton February 2006 - Present
Jeffrey Slocum & Associates October 2001 - January 2006
Skills
Investment Management, Financial Modeling, Investments, Asset Allocation, Equities, Financial Analysis, Hedge Funds
Education
Bethel University 1996 — 2000
Bachelor of Arts, Finance
Parametric Clifton February 2006 - Present
Jeffrey Slocum & Associates October 2001 - January 2006
Skills
Investment Management, Financial Modeling, Investments, Asset Allocation, Equities, Financial Analysis, Hedge Funds
Education
Bethel University 1996 — 2000
Bachelor of Arts, Finance
Iva Petrova's Jeffrey Slocum & Associates Experience Portfolio ManagerUSBank2005 - 2008
Job Associate Private Equity at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates Portfolio ManagerUSBank2005 - 2008
BNP Paribas 2001 - 2003
Education
Rochester Institute of Technology
Jeffrey Slocum & Associates Portfolio ManagerUSBank2005 - 2008
BNP Paribas 2001 - 2003
Education
Rochester Institute of Technology
Robert Weiler, CFA's Jeffrey Slocum & Associates Experience June 2010 - December 2014
Job Investment Officer at Minnesota State Board of Investment
Industry Financial Services
Experience
Minnesota State Board of Investments December 2014 - Present
Jeffrey Slocum & Associates June 2010 - December 2014
Piper Jaffray June 2006 - June 2010
Ameriprise Financial Services, Inc. December 2005 - June 2006
Ameriprise Financial Services, Inc. June 2004 - December 2005
Skills
Hedge Funds, Investments, Portfolio Management, Valuation, Mutual Funds, Investment Management, Bloomberg, Equities, Asset Managment, Financial Analysis, Asset Management, Equity Research, Strategic Financial..., Analysis, Due Diligence, Insurance, Asset Allocation, Alternative Investments
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
University of Wisconsin-Madison 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Minnesota State Board of Investments December 2014 - Present
Jeffrey Slocum & Associates June 2010 - December 2014
Piper Jaffray June 2006 - June 2010
Ameriprise Financial Services, Inc. December 2005 - June 2006
Ameriprise Financial Services, Inc. June 2004 - December 2005
Skills
Hedge Funds, Investments, Portfolio Management, Valuation, Mutual Funds, Investment Management, Bloomberg, Equities, Asset Managment, Financial Analysis, Asset Management, Equity Research, Strategic Financial..., Analysis, Due Diligence, Insurance, Asset Allocation, Alternative Investments
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
University of Wisconsin-Madison 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Kelly Cadwell's Jeffrey Slocum & Associates Experience 2007 - 2008
Job .NET Web Developer
Industry Information Technology and Services
Experience
Brandspring Solutions January 2014 - September 2015
Insight Global February 2013 - November 2013
13 Below Consulting September 2012 - February 2013
HealthEZ July 2011 - June 2012
Kroll Ontrack August 2008 - April 2011
Jeffrey Slocum & Associates 2007 - 2008
JPerzel & Associates 2006 - 2007
ATG 2005 - 2006
Skills
SharePoint, SQL, C#, Microsoft SQL Server, JavaScript, Web Development, ASP, CSS, Databases, HTML, Software Documentation, Web Applications
Education
UMR 2003 — 2004
University of Alabama 1994 — 1996
BA, Graphic Design
Brandspring Solutions January 2014 - September 2015
Insight Global February 2013 - November 2013
13 Below Consulting September 2012 - February 2013
HealthEZ July 2011 - June 2012
Kroll Ontrack August 2008 - April 2011
Jeffrey Slocum & Associates 2007 - 2008
JPerzel & Associates 2006 - 2007
ATG 2005 - 2006
Skills
SharePoint, SQL, C#, Microsoft SQL Server, JavaScript, Web Development, ASP, CSS, Databases, HTML, Software Documentation, Web Applications
Education
UMR 2003 — 2004
University of Alabama 1994 — 1996
BA, Graphic Design
Matthew Vokes's Jeffrey Slocum & Associates Experience June 2011 - June 2014
Job Senior Investment Analyst
Industry Capital Markets
Experience
Jeffrey Slocum & Associates June 2011 - June 2014
Trenton Devils September 2009 - May 2011
Deutsche Bank Securities, Inc May 2008 - August 2008
The Principal Financial Group May 2007 - August 2007
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Alternative Investments, Asset Management, Bloomberg, Fixed Income, Portfolio Management, Investment Management, Data Analysis, Asset Allocation, Equity Capital Markets, Investment Strategies, Mutual Funds, Corporate Finance, Capital Markets, PowerPoint, Private Equity, Due Diligence, Emerging Markets, Equity Research, Financial Markets, Derivatives, Quantitative Analytics, Venture Capital, Wealth Management, Real Assets, Investment Manager..., Investment Policy..., Hedge Funds, Liquidity Management
Education
Brown University 2005 — 2009
Economics
Jeffrey Slocum & Associates June 2011 - June 2014
Trenton Devils September 2009 - May 2011
Deutsche Bank Securities, Inc May 2008 - August 2008
The Principal Financial Group May 2007 - August 2007
Skills
Investments, Equities, Financial Modeling, Financial Analysis, Valuation, Alternative Investments, Asset Management, Bloomberg, Fixed Income, Portfolio Management, Investment Management, Data Analysis, Asset Allocation, Equity Capital Markets, Investment Strategies, Mutual Funds, Corporate Finance, Capital Markets, PowerPoint, Private Equity, Due Diligence, Emerging Markets, Equity Research, Financial Markets, Derivatives, Quantitative Analytics, Venture Capital, Wealth Management, Real Assets, Investment Manager..., Investment Policy..., Hedge Funds, Liquidity Management
Education
Brown University 2005 — 2009
Economics
Debra Beltrand's Jeffrey Slocum & Associates Experience January 1989 - January 1999
Job Office Manager
Industry Investment Management
Experience
Berthel Schutter LLC January 1999 - Present
Berthel Schutter, LLC January 1999 - Present
Jeffrey Slocum & Associates January 1989 - January 1999
First Bank Brokerage January 1988 - January 1989
John Kinnard & Company June 1987 - January 1988
Education
Minnesota State Community and Technical College
Associate of Arts Degree
Berthel Schutter LLC January 1999 - Present
Berthel Schutter, LLC January 1999 - Present
Jeffrey Slocum & Associates January 1989 - January 1999
First Bank Brokerage January 1988 - January 1989
John Kinnard & Company June 1987 - January 1988
Education
Minnesota State Community and Technical College
Associate of Arts Degree
Mark Stoner's Jeffrey Slocum & Associates Experience January 2015 - Present
Job Research Associate at Jeffrey Slocum & Associates
Industry Investment Management
Experience
Jeffrey Slocum & Associates January 2015 - Present
Jeffrey Slocum & Associates January 2013 - January 2015
Jeffrey Slocum & Associates January 2010 - January 2013
Jeffrey Slocum & Associates March 2007 - January 2010
Jeffrey Slocum & Associates March 2006 - March 2007
Skills
Asset Allocation, Investment Strategies, Investments, Equities, Investment Management, Equity Research, Portfolio Management, Due Diligence, Institutional Investors, Value Investing, Factset, Bloomberg, Asset Managment, Microsoft SQL Server, Database Queries, Asset Management
Education
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General
Jeffrey Slocum & Associates January 2015 - Present
Jeffrey Slocum & Associates January 2013 - January 2015
Jeffrey Slocum & Associates January 2010 - January 2013
Jeffrey Slocum & Associates March 2007 - January 2010
Jeffrey Slocum & Associates March 2006 - March 2007
Skills
Asset Allocation, Investment Strategies, Investments, Equities, Investment Management, Equity Research, Portfolio Management, Due Diligence, Institutional Investors, Value Investing, Factset, Bloomberg, Asset Managment, Microsoft SQL Server, Database Queries, Asset Management
Education
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, General