John G. Kinnard & Co.
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John G. Kinnard & Co. Employees
Employee
Years
Job
Industry
Diane Gaikowski Diane Gaikowski's John G. Kinnard & Co. Experience 1998 - 2000
Job Human Resources Manager at General Office Products
Industry
Experience
General Office Products 2014 - Present
Life Fitness 2011 - 2014
Cenveo 2005 - 2011
CHS 2000 - 2005
John G. Kinnard & Co. 1998 - 2000
Sysco 1994 - 1998
Skills
Employee Relations, Human Resources, Onboarding, Employee Benefits, Recruiting, Deferred Compensation, New Hire Orientations, Employee Engagement, Personnel Management, Payroll, Training, Applicant Tracking..., Policy, Temporary Placement, Compensation & Benefit
Education
University of Wisconsin- LaCrosse
Bachelor's degree, Parks, Recreation and Leisure Studies
Normandale Community College
Associate of Arts (AA), General Studies
General Office Products 2014 - Present
Life Fitness 2011 - 2014
Cenveo 2005 - 2011
CHS 2000 - 2005
John G. Kinnard & Co. 1998 - 2000
Sysco 1994 - 1998
Skills
Employee Relations, Human Resources, Onboarding, Employee Benefits, Recruiting, Deferred Compensation, New Hire Orientations, Employee Engagement, Personnel Management, Payroll, Training, Applicant Tracking..., Policy, Temporary Placement, Compensation & Benefit
Education
University of Wisconsin- LaCrosse
Bachelor's degree, Parks, Recreation and Leisure Studies
Normandale Community College
Associate of Arts (AA), General Studies
Joni Meilahn Joni Meilahn's John G. Kinnard & Co. Experience 1980 - 2000
Job Sr. Product Manager at U.S. Bancorp Investments, Inc.
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
U.S. Bancorp Investments, Inc. October 2010 - Present
Citi Smith Barney May 2008 - December 2008
Stifel Nicolaus January 2007 - June 2007
Miller Johnson Steichen Kinnard January 2000 - December 2006
John G. Kinnard & Co. 1980 - 2000
Skills
Financial Advisory, Portfolio Management, Wealth Management, Product Management, Retirement, Venture Capital, Asset Allocation, Retirement Planning, Mutual Funds, Financial Services, Investments, Fixed Annuities, Business Analysis, Series 7, Strategic Financial..., Options, Relationship Management, Financial Planners, CRM, Investment Advisory, Banking, Risk Management, Alternative Investments, Fixed Income, Leadership, Life Insurance, Securities, Investment Management
Education
College for Financial Planning 1994 — 1999
Masters of Science, Retirement Planning
University of Minnesota-Twin Cities 1976 — 1980
B.S., Business
Carla Heir, MBA Carla Heir, MBA's John G. Kinnard & Co. Experience October 1998 - January 2000
Job Assistant Vice President/Manager II Commercial Banking Accounting at TCF Bank
Industry Financial Services
Experience
TCF Bank July 2011 - Present
Ameriprise Financial October 2005 - July 2011
Enventis Telecom April 2004 - January 2005
Rels Companies, LLC (a Wells Fargo and CoreLogic joint venture) February 2000 - April 2004
John G. Kinnard & Co. October 1998 - January 2000
US Office Products December 1997 - October 1998
Winthrop Resources April 1997 - November 1997
EZ Gard Industries - The Shock Doctor February 1996 - April 1997
Skills
Process Improvement, Disaster Recovery, Microsoft Excel, General Ledger, Innovation, Key Performance..., Leadership, Loans, Lotus Notes, Microsoft Office, Modeling, Organization, Oracle Applications, PowerPoint, Premiere, PMP, Relocation, Restructuring, Recruiting, User Acceptance Testing, fcs, Group Dynamics, Banking, Time Management, Management, Accounts Receivable, Accounts Payable, Access, Finance, Forecasting, Analysis, Managerial Finance, Financial Analysis, Accounting, Financial Reporting
Education
University of St. Thomas - Graduate School of Business 2005 — 2010
Master of Business Administration (M.B.A.), STRATEGIC MANAGEMENT
Minnesota State University, Mankato 1990 — 1994
Bachelor's Degree, Business Administration - Finance (Minor: Accounting)
Lake Crystal-Wellcome Memorial 1986 — 1990
High School, General Studies
TCF Bank July 2011 - Present
Ameriprise Financial October 2005 - July 2011
Enventis Telecom April 2004 - January 2005
Rels Companies, LLC (a Wells Fargo and CoreLogic joint venture) February 2000 - April 2004
John G. Kinnard & Co. October 1998 - January 2000
US Office Products December 1997 - October 1998
Winthrop Resources April 1997 - November 1997
EZ Gard Industries - The Shock Doctor February 1996 - April 1997
Skills
Process Improvement, Disaster Recovery, Microsoft Excel, General Ledger, Innovation, Key Performance..., Leadership, Loans, Lotus Notes, Microsoft Office, Modeling, Organization, Oracle Applications, PowerPoint, Premiere, PMP, Relocation, Restructuring, Recruiting, User Acceptance Testing, fcs, Group Dynamics, Banking, Time Management, Management, Accounts Receivable, Accounts Payable, Access, Finance, Forecasting, Analysis, Managerial Finance, Financial Analysis, Accounting, Financial Reporting
Education
University of St. Thomas - Graduate School of Business 2005 — 2010
Master of Business Administration (M.B.A.), STRATEGIC MANAGEMENT
Minnesota State University, Mankato 1990 — 1994
Bachelor's Degree, Business Administration - Finance (Minor: Accounting)
Lake Crystal-Wellcome Memorial 1986 — 1990
High School, General Studies
Kendall Smith Kendall Smith's John G. Kinnard & Co. Experience 1986 - 2001
Job at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. November 2001 - Present
John G. Kinnard & Co. 1986 - 2001
Skills
Investments, Series 7, Series 63, Alternative Investments, Business Planning, Strategic Financial..., Mutual Funds, Securities, Retirement Planning, Portfolio Management, Real Estate, Investment Advisory, Financial Analysis, Retirement, Finance, Financial Advisory, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Strategic Planning, Mergers & Acquisitions
Education
Drake University 1969 — 1972
Bachelor of Science (B.S.), Business
Robert W. Baird & Co. November 2001 - Present
John G. Kinnard & Co. 1986 - 2001
Skills
Investments, Series 7, Series 63, Alternative Investments, Business Planning, Strategic Financial..., Mutual Funds, Securities, Retirement Planning, Portfolio Management, Real Estate, Investment Advisory, Financial Analysis, Retirement, Finance, Financial Advisory, Asset Management, Wealth Management, Sales, Asset Allocation, Investment Strategies, Strategic Planning, Mergers & Acquisitions
Education
Drake University 1969 — 1972
Bachelor of Science (B.S.), Business
John Velek ஃ TOP 4% Viewed Profiles! John Velek ஃ TOP 4% Viewed Profiles!'s John G. Kinnard & Co. Experience May 1991 - February 2000
Job Master Salesman, SVP/Senior Financial Services Sales Executive/Sales Mgr., Accepting opportunities to help company grow.
Industry Financial Services
Experience
Johnny Wolf Promos June 2010 - Present
Stockbroker, Investment Advisor, Managed Money Consultant December 1984 - Present
Film Actor and Voice Over Talent 1999 - October 2013
Master salesman, life coach and mentor 1960 - 2013
M A Apparel & Promotions November 2009 - June 2010
Prudential Financial, Stifel Nicolaus 2000 - 2009
John G. Kinnard & Co. May 1991 - February 2000
Professional Football Hall of Fame Canton, OH January 2000 - January 2000
Dean Witter December 1984 - May 1991
Chef Hobby 1976 - 1983
Skills
Leadership, Account Management, New Business Development, Sales, Advertising, Sales Operations, Sales Management, Investments, Program Management, Cold Calling, Corporate Communications, Financial Services, B2B, Contract Negotiation, Customer Retention, Direct Sales, Customer Service, Entrepreneurship, Executive Management, Finance, Financial Analysis, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Negotiation, Process Improvement, Project Management, Promotions, Recruiting, Retirement, Selling, Small Business, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Asset Allocation, Budgets, Business Development, Business Planning, Business Strategy, CRM, Coaching
Education
University of Minnesota-Twin Cities 1981 — 1983
BA, Econometrics and Quantitative Analysis B.A.
University of Wisconsin-La Crosse 1979 — 1981
n/a, Business Administration
Edina East
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Johnny Wolf Promos June 2010 - Present
Stockbroker, Investment Advisor, Managed Money Consultant December 1984 - Present
Film Actor and Voice Over Talent 1999 - October 2013
Master salesman, life coach and mentor 1960 - 2013
M A Apparel & Promotions November 2009 - June 2010
Prudential Financial, Stifel Nicolaus 2000 - 2009
John G. Kinnard & Co. May 1991 - February 2000
Professional Football Hall of Fame Canton, OH January 2000 - January 2000
Dean Witter December 1984 - May 1991
Chef Hobby 1976 - 1983
Skills
Leadership, Account Management, New Business Development, Sales, Advertising, Sales Operations, Sales Management, Investments, Program Management, Cold Calling, Corporate Communications, Financial Services, B2B, Contract Negotiation, Customer Retention, Direct Sales, Customer Service, Entrepreneurship, Executive Management, Finance, Financial Analysis, Management, Management Consulting, Market Research, Marketing, Marketing Communications, Marketing Strategy, Mutual Funds, Negotiation, Process Improvement, Project Management, Promotions, Recruiting, Retirement, Selling, Small Business, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Team Building, Team Leadership, Time Management, Asset Allocation, Budgets, Business Development, Business Planning, Business Strategy, CRM, Coaching
Education
University of Minnesota-Twin Cities 1981 — 1983
BA, Econometrics and Quantitative Analysis B.A.
University of Wisconsin-La Crosse 1979 — 1981
n/a, Business Administration
Edina East
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Joan Borowiec Joan Borowiec's John G. Kinnard & Co. Experience 1989 - 1995
Job Dynamic Executive Assistant
Industry Executive Office
Experience
Girl Scouts of Minnesota and Wisconsin River Valleys April 2010 - Present
JMPB Assistance 2009 - Present
Office of US Senator Norm Coleman 2003 - 2009
Ascent Brokerage 1998 - 2002
AEI Fund Management, Inc 1996 - 1998
John G. Kinnard & Co. 1989 - 1995
Skills
Non-profits, Legal Writing, Program Development, Youth Development, Management, Customer Service, Sales, Fundraising, Nonprofits, Strategic Planning, Community Development, Program Management, Event Planning, Event Management, Newsletters, Leadership, Microsoft Excel, Program Evaluation, Volunteer Management, Research, Workshop Facilitation, Training, Office Management, Community Outreach, Public Policy, Marketing Communications, Government, Philanthropy, Proofreading, Time Management, PowerPoint, Grant Writing, Public Speaking, Project Management, Team Building, Policy Analysis, Data Entry, Board Development, Microsoft Office, Leadership Development, Microsoft Word, Social Media, Blogging, Policy, Strategic Communications, Marketing, Editing, Media Relations, Outlook, Budgets
Education
St. Catherine University 1985 — 1987
English
University of Minnesota-Twin Cities 1983 — 1984
General
College of Saint Benedict 1980 — 1981
General
Girl Scouts of Minnesota and Wisconsin River Valleys April 2010 - Present
JMPB Assistance 2009 - Present
Office of US Senator Norm Coleman 2003 - 2009
Ascent Brokerage 1998 - 2002
AEI Fund Management, Inc 1996 - 1998
John G. Kinnard & Co. 1989 - 1995
Skills
Non-profits, Legal Writing, Program Development, Youth Development, Management, Customer Service, Sales, Fundraising, Nonprofits, Strategic Planning, Community Development, Program Management, Event Planning, Event Management, Newsletters, Leadership, Microsoft Excel, Program Evaluation, Volunteer Management, Research, Workshop Facilitation, Training, Office Management, Community Outreach, Public Policy, Marketing Communications, Government, Philanthropy, Proofreading, Time Management, PowerPoint, Grant Writing, Public Speaking, Project Management, Team Building, Policy Analysis, Data Entry, Board Development, Microsoft Office, Leadership Development, Microsoft Word, Social Media, Blogging, Policy, Strategic Communications, Marketing, Editing, Media Relations, Outlook, Budgets
Education
St. Catherine University 1985 — 1987
English
University of Minnesota-Twin Cities 1983 — 1984
General
College of Saint Benedict 1980 — 1981
General
Tim Ray's John G. Kinnard & Co. Experience May 1994 - January 1998
Job Area Production Manager / Mortgage Consultant at Fairway Independent Mortgage Corporation
Industry Financial Services
Experience
Fairway Independent Mortgage Corporation March 2014 - Present
W.J. Bradley Mortgage Capital, LLC May 2013 - February 2014
First California Mortgage Company May 2010 - May 2013
Apollo Financial January 2000 - May 2010
Janco Partners February 1999 - January 2000
John G. Kinnard & Co. May 1994 - January 1998
Skills
Mortgage, Loans, Mortgage Lending, Mortgage Industry, Funding, FHA, VA, Conventional, Banking, First Time Home Buyers, Credit, Refinance, Purchase, Residential Mortgages, Underwriting, Loan Origination, Mortgage Banking, USDA, Residential, Real Estate, Real Estate Finance, Home, Sales Management, Credit Analysis, Investment Properties, VA loans, Real Estate Transactions, Real Estate Financing, Strategic Financial..., FHA financing, Financial Services, Sales, Investors, Residential Homes, Leadership, Finance, Construction Loans, Small Business, Sellers, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Investments, Real Estate Economics, Mortgage Marketing, Debt Consolidation, Commercial Mortgages, Home Equity Loans, HUD, Loss Mitigation
Education
University of Denver 1987 — 1991
BSBA, Business and Finance
Denver South High School 1984 — 1987
Graduate
Fairway Independent Mortgage Corporation March 2014 - Present
W.J. Bradley Mortgage Capital, LLC May 2013 - February 2014
First California Mortgage Company May 2010 - May 2013
Apollo Financial January 2000 - May 2010
Janco Partners February 1999 - January 2000
John G. Kinnard & Co. May 1994 - January 1998
Skills
Mortgage, Loans, Mortgage Lending, Mortgage Industry, Funding, FHA, VA, Conventional, Banking, First Time Home Buyers, Credit, Refinance, Purchase, Residential Mortgages, Underwriting, Loan Origination, Mortgage Banking, USDA, Residential, Real Estate, Real Estate Finance, Home, Sales Management, Credit Analysis, Investment Properties, VA loans, Real Estate Transactions, Real Estate Financing, Strategic Financial..., FHA financing, Financial Services, Sales, Investors, Residential Homes, Leadership, Finance, Construction Loans, Small Business, Sellers, Reverse Mortgages, Certified Mortgage..., Mortgage Underwriting, Investments, Real Estate Economics, Mortgage Marketing, Debt Consolidation, Commercial Mortgages, Home Equity Loans, HUD, Loss Mitigation
Education
University of Denver 1987 — 1991
BSBA, Business and Finance
Denver South High School 1984 — 1987
Graduate
Angela J. Kiefer, CFP® Angela J. Kiefer, CFP®'s John G. Kinnard & Co. Experience 1979 - 1998
Job First Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2005 - November 2011
RBC Dain Rauscher December 1998 - August 2004
John G. Kinnard & Co. 1979 - 1998
Education
Saint Catherine University 2007 — 2012
BS
Stephens College 1979 — 1980
Wells Fargo Advisors, LLC February 2005 - November 2011
RBC Dain Rauscher December 1998 - August 2004
John G. Kinnard & Co. 1979 - 1998
Education
Saint Catherine University 2007 — 2012
BS
Stephens College 1979 — 1980
Kurt Rivard, CFA Kurt Rivard, CFA's John G. Kinnard & Co. Experience May 1991 - April 1993
Job Managing Director & Branch Manager Traverse City
Industry Financial Services
Experience
Robert W. Baird & Co. May 1993 - Present
John G. Kinnard & Co. May 1991 - April 1993
Dain Bosworth (now RBC Capital Markets) 1987 - 1991
Skills
Wealth Management..., Investments, Mutual Funds, Management, Investment Strategies, Finance, Wealth Management, Portfolio Management, Research, Analytics, Asset Allocation, Equities, Securities, Retirement Planning
Education
Michigan State University 1978 — 1982
BA, Financial Administration & Insurance
Robert W. Baird & Co. May 1993 - Present
John G. Kinnard & Co. May 1991 - April 1993
Dain Bosworth (now RBC Capital Markets) 1987 - 1991
Skills
Wealth Management..., Investments, Mutual Funds, Management, Investment Strategies, Finance, Wealth Management, Portfolio Management, Research, Analytics, Asset Allocation, Equities, Securities, Retirement Planning
Education
Michigan State University 1978 — 1982
BA, Financial Administration & Insurance
Jill Christianson's John G. Kinnard & Co. Experience 1996 - 1999
Job Freelance Communications Manager
Industry Financial Services
Experience
Self Employed January 2010 - Present
U.S. Bank Wealth Management June 2004 - January 2010
U.S. Bancorp Asset Management, Inc. November 2000 - June 2004
Stockwalk.com June 1999 - 2000
John G. Kinnard & Co. 1996 - 1999
Skills
Marketing Communications, Internal Communications, Corporate Communications, Brand Management, Social Media, Media Relations, Online Advertising, Public Relations, Marketing, Marketing Strategy, Account Management, Management, Leadership
Education
Minnesota State University, Mankato 1993 — 1996
B.S., Business Administration, marketing concentration
University of Minnesota Duluth 1991 — 1993
Self Employed January 2010 - Present
U.S. Bank Wealth Management June 2004 - January 2010
U.S. Bancorp Asset Management, Inc. November 2000 - June 2004
Stockwalk.com June 1999 - 2000
John G. Kinnard & Co. 1996 - 1999
Skills
Marketing Communications, Internal Communications, Corporate Communications, Brand Management, Social Media, Media Relations, Online Advertising, Public Relations, Marketing, Marketing Strategy, Account Management, Management, Leadership
Education
Minnesota State University, Mankato 1993 — 1996
B.S., Business Administration, marketing concentration
University of Minnesota Duluth 1991 — 1993
Jeff Menne, CFA's John G. Kinnard & Co. Experience 1987 - 1988
Job Portfolio Manager at Associated Wealth Management
Industry Investment Management
Experience
Associated Wealth Management December 2007 - Present
JNBA Financial Advisors May 2006 - November 2007
Wells Fargo Bank September 2002 - May 2006
Nicollet Investment Management May 1999 - September 2002
US Bancorp/Piper Jaffray April 1997 - May 1999
US Bancorp January 1993 - April 1997
US Bancorp August 1989 - January 1993
PaineWebber 1988 - 1989
John G. Kinnard & Co. 1987 - 1988
Skills
Equities, Finance, Portfolio Management, Wealth Management, Trading, Asset Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1988
BA, Political Science
Red Wing Central High
Associated Wealth Management December 2007 - Present
JNBA Financial Advisors May 2006 - November 2007
Wells Fargo Bank September 2002 - May 2006
Nicollet Investment Management May 1999 - September 2002
US Bancorp/Piper Jaffray April 1997 - May 1999
US Bancorp January 1993 - April 1997
US Bancorp August 1989 - January 1993
PaineWebber 1988 - 1989
John G. Kinnard & Co. 1987 - 1988
Skills
Equities, Finance, Portfolio Management, Wealth Management, Trading, Asset Management, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1989 — 1992
MBA, Finance
University of Minnesota-Twin Cities 1983 — 1988
BA, Political Science
Red Wing Central High
Erin (Johnson) Tomlinson's John G. Kinnard & Co. Experience April 1988 - September 1998
Job Financial Advisor/coach, providing financial services, 401k review, risk assessment, and balancing your financial life.
Industry Financial Services
Experience
Tomlinson Financial March 2011 - Present
Cambridge Investment Research 2011 - Present
Raymond James Financial Services, Inc. October 1998 - March 2011
John G. Kinnard & Co. April 1988 - September 1998
US Bank 1984 - 1987
First Produce Bank 1979 - 1984
Skills
Business Management, Education, Investment Strategies, Retirement Income..., Transitions, Management, Retirement, Retirement Planning, Investments
Education
Metropolitan State University 1979 — 1982
B.A., Business and Psychology
University of Minnesota-Twin Cities
Business Administration and Management, General
Tomlinson Financial March 2011 - Present
Cambridge Investment Research 2011 - Present
Raymond James Financial Services, Inc. October 1998 - March 2011
John G. Kinnard & Co. April 1988 - September 1998
US Bank 1984 - 1987
First Produce Bank 1979 - 1984
Skills
Business Management, Education, Investment Strategies, Retirement Income..., Transitions, Management, Retirement, Retirement Planning, Investments
Education
Metropolitan State University 1979 — 1982
B.A., Business and Psychology
University of Minnesota-Twin Cities
Business Administration and Management, General
Tony R. Hallada's John G. Kinnard & Co. Experience 1989 - 1999
Job Managing Principal and CEO of CliftonLarsonAllen Wealth Advisors, LLC
Industry Financial Services
Experience
CliftonLarsonAllen Wealth Advisors, LLC August 2001 - Present
Nuveen Investments April 1999 - April 2001
John G. Kinnard & Co. 1989 - 1999
Skills
Retirement Planning, Financial Advisory, Series 7, Mergers & Acquisitions, Financial Services, Investment Management, Finance, Wealth, Investment Banking, Management, Fixed Income, Succession Planning, Asset Management, Municipal Bonds, Economics, Capital Markets
Education
Carlson School of Management 2005 — 2006
Executive Management Program, Executive Leadership
University of Wisconsin-Madison 1985 — 1999
B.A.
CliftonLarsonAllen Wealth Advisors, LLC August 2001 - Present
Nuveen Investments April 1999 - April 2001
John G. Kinnard & Co. 1989 - 1999
Skills
Retirement Planning, Financial Advisory, Series 7, Mergers & Acquisitions, Financial Services, Investment Management, Finance, Wealth, Investment Banking, Management, Fixed Income, Succession Planning, Asset Management, Municipal Bonds, Economics, Capital Markets
Education
Carlson School of Management 2005 — 2006
Executive Management Program, Executive Leadership
University of Wisconsin-Madison 1985 — 1999
B.A.
Lois Cordes's John G. Kinnard & Co. Experience 1986 - 1997
Job Manager, New Business Development at A'viands
Industry Food & Beverages
Experience
A'viands October 2010 - Present
Water and Energy Solutions Inc. July 2009 - April 2011
Salem Communications April 2008 - July 2009
John G. Kinnard & Co. 1986 - 1997
Skills
New Business Development, Business Planning, Team Building, Customer Service, Strategic Planning, Brand Management, Management
Education
Gustavus Adolphus College 1981 — 1985
BA, Economics
Concordia Academy - Roseville 1977 — 1981
HS Diploma
A'viands October 2010 - Present
Water and Energy Solutions Inc. July 2009 - April 2011
Salem Communications April 2008 - July 2009
John G. Kinnard & Co. 1986 - 1997
Skills
New Business Development, Business Planning, Team Building, Customer Service, Strategic Planning, Brand Management, Management
Education
Gustavus Adolphus College 1981 — 1985
BA, Economics
Concordia Academy - Roseville 1977 — 1981
HS Diploma
Debra Best's John G. Kinnard & Co. Experience July 1991 - March 1999
Job HR Consultant
Industry Human Resources
Experience
Debra Best Consulting ConsultanteVisitMyDr.com2011 - 2012
Northland Securities, Inc. 2002 - 2008
QuickMedx 2000 - 2004
John g. Kinnard & Co. July 1991 - March 1999
Osmonics 1988 - 1991
Skills
Mergers, Investments, Venture Capital, Personnel Management, Human Resources, Mergers & Acquisitions, Due Diligence, Strategy, Management Consulting, Strategic Planning, Corporate Development, Business Strategy, Portfolio Management, Financial Modeling
Education
University of St. Thomas - Opus College of Business 1988 — 1992
MBA, Human Resources
St. Catherine University 1971 — 1975
BA, Biology
Debra Best Consulting ConsultanteVisitMyDr.com2011 - 2012
Northland Securities, Inc. 2002 - 2008
QuickMedx 2000 - 2004
John g. Kinnard & Co. July 1991 - March 1999
Osmonics 1988 - 1991
Skills
Mergers, Investments, Venture Capital, Personnel Management, Human Resources, Mergers & Acquisitions, Due Diligence, Strategy, Management Consulting, Strategic Planning, Corporate Development, Business Strategy, Portfolio Management, Financial Modeling
Education
University of St. Thomas - Opus College of Business 1988 — 1992
MBA, Human Resources
St. Catherine University 1971 — 1975
BA, Biology
Patrick Furnstahl's John G. Kinnard & Co. Experience 1995 - 2000
Job Sr. Investment Manager at Wells Fargo
Industry Investment Management
Experience
Wells Fargo June 2000 - Present
John G. Kinnard & Co. 1995 - 2000
Skills
Portfolio Management, Investments, Financial Markets, Asset Allocation, Wealth Management, Asset Management, Analysis, Alternative Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Series 7, Hedge Funds
Education
University of St. Thomas 1992 — 1995
MBA, Finance
St. Cloud State University 1984 — 1989
B.S. Finance, Finance, Economics, Accounting
Wells Fargo June 2000 - Present
John G. Kinnard & Co. 1995 - 2000
Skills
Portfolio Management, Investments, Financial Markets, Asset Allocation, Wealth Management, Asset Management, Analysis, Alternative Investments, Equities, Mutual Funds, Investment Strategies, Fixed Income, Investment Management, Investment Advisory, Series 7, Hedge Funds
Education
University of St. Thomas 1992 — 1995
MBA, Finance
St. Cloud State University 1984 — 1989
B.S. Finance, Finance, Economics, Accounting