LoCorr Funds
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LoCorr Funds Employees
Employee
Years
Job
Industry
Josh Gross Josh Gross's LoCorr Funds Experience March 2015 - Present
Job Internal Wholesaler at LoCorr Funds
Industry
Experience
Rogers High School June 2014 - Present
LoCorr Funds March 2015 - Present
Northwestern Mutual May 2012 - February 2015
Minnesota Icemen Hockey Club January 2010 - August 2010
Skills
Time Management, Coaching, Management, Finance, Recruiting, Adaptability, Sales, Customer Service, Youth Development, Social Networking, Teamwork, Leadership
Education
St. John's University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Maple Grove Senior High 2007 — 2009
Rogers High School June 2014 - Present
LoCorr Funds March 2015 - Present
Northwestern Mutual May 2012 - February 2015
Minnesota Icemen Hockey Club January 2010 - August 2010
Skills
Time Management, Coaching, Management, Finance, Recruiting, Adaptability, Sales, Customer Service, Youth Development, Social Networking, Teamwork, Leadership
Education
St. John's University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Maple Grove Senior High 2007 — 2009
Andrew Bucquoy-Brown Andrew Bucquoy-Brown's LoCorr Funds Experience March 2014 - Present
Job Internal Wholesaler at LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds March 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - March 2014
Ameriprise Financial Services, Inc. June 2013 - February 2014
Beijing #19 High School September 2012 - January 2013
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate
Tsinghua University 2011 — 2013
Chinese Language Program (Fall 2012), Semester Abroad (Spring 2011)
Lycee International de St. Germain-en-Laye 2004 — 2008
International Baccalaureat, Honors in Science
LoCorr Funds March 2014 - Present
Ameriprise Financial Services, Inc. February 2014 - March 2014
Ameriprise Financial Services, Inc. June 2013 - February 2014
Beijing #19 High School September 2012 - January 2013
Education
University of Wisconsin-Madison - School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Real Estate
Tsinghua University 2011 — 2013
Chinese Language Program (Fall 2012), Semester Abroad (Spring 2011)
Lycee International de St. Germain-en-Laye 2004 — 2008
International Baccalaureat, Honors in Science
Erikson S. Nystrom's LoCorr Funds Experience December 2012 - Present
Job Regional Director of Sales for LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds December 2012 - Present
Sage Trail Advisors, LLC October 2011 - December 2012
G360i March 2010 - November 2011
Wealth Exchange Solutions July 2005 - February 2010
Dividend Capital Securities July 2002 - June 2005
Strong Investments October 2000 - June 2002
ING Funds October 1998 - October 2000
Prior to 1998 1988 - 1998
Skills
Investments, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Real Estate, Start-ups, FINRA, Leadership, Investment Properties, Securities, Hedge Funds, Investment Advisory, Sales, ETFs, Retirement Planning, Financial Services, Portfolio Management, Selling, Financial Advisory, Asset Allocation, Asset Management, Series 6, Series 63
Education
Dickinson College 1984 — 1988
LoCorr Funds December 2012 - Present
Sage Trail Advisors, LLC October 2011 - December 2012
G360i March 2010 - November 2011
Wealth Exchange Solutions July 2005 - February 2010
Dividend Capital Securities July 2002 - June 2005
Strong Investments October 2000 - June 2002
ING Funds October 1998 - October 2000
Prior to 1998 1988 - 1998
Skills
Investments, Alternative Investments, Series 7, Wealth Management, Mutual Funds, Real Estate, Start-ups, FINRA, Leadership, Investment Properties, Securities, Hedge Funds, Investment Advisory, Sales, ETFs, Retirement Planning, Financial Services, Portfolio Management, Selling, Financial Advisory, Asset Allocation, Asset Management, Series 6, Series 63
Education
Dickinson College 1984 — 1988
Kris Jaenicke Kris Jaenicke's LoCorr Funds Experience February 2012 - Present
Job Divisional Vice President at LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds February 2012 - Present
Dividend Capital September 2002 - February 2012
Scudder Investments September 1992 - September 2002
MFS Financial Services 1987 - 1992
Minnesota Life 1980 - 1987
Skills
Strong Personal..., Public Speaking, Glass-Half-FULL attitude, Alternative Investments, Mutual Funds, Fixed Annuities, Series 7, Series 63, Series 24, Investments, Asset Managment, Series 6, Retirement Planning, Securities, ETFs, Hedge Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Management, Investment Management
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration, Finance
LoCorr Funds February 2012 - Present
Dividend Capital September 2002 - February 2012
Scudder Investments September 1992 - September 2002
MFS Financial Services 1987 - 1992
Minnesota Life 1980 - 1987
Skills
Strong Personal..., Public Speaking, Glass-Half-FULL attitude, Alternative Investments, Mutual Funds, Fixed Annuities, Series 7, Series 63, Series 24, Investments, Asset Managment, Series 6, Retirement Planning, Securities, ETFs, Hedge Funds, Asset Allocation, Investment Advisory, Retirement, Wealth Management, Insurance, Portfolio Management, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Management, Investment Management
Education
University of Iowa 1976 — 1980
Bachelor of Business Administration, Finance
Jimmy Harper, CIMA® Jimmy Harper, CIMA®'s LoCorr Funds Experience April 2015 - Present
Job Senior Vice President at LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds April 2015 - Present
Legg Mason Global Asset Management July 1997 - March 2015
John Hancock Financial Services November 1991 - July 1997
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Series 65, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Energy Program (ECP)
Texas State University-San Marcos 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
LoCorr Funds April 2015 - Present
Legg Mason Global Asset Management July 1997 - March 2015
John Hancock Financial Services November 1991 - July 1997
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Series 65, Investments
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Energy Program (ECP)
Texas State University-San Marcos 1985 — 1989
Bachelor of Business Administration (BBA), Finance, General
Nathan Geiger Nathan Geiger's LoCorr Funds Experience September 2013 - March 2015
Job Client Service Director at Robert Half Management Resources 952.831.7240
Industry Accounting
Experience
Robert Half Management Resources March 2015 - Present
United Way of Faribault February 2015 - Present
LoCorr Funds September 2013 - March 2015
SurModics July 2012 - September 2013
PwC November 2010 - June 2012
Baker Tilly Virchow Krause September 2008 - October 2010
Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Accounting, External Audit, Financial Statements, General Ledger
Education
St. John's University 2004 — 2008
Bachelor of Arts, Accounting
Faribault High School 2000 — 2004
Robert Half Management Resources March 2015 - Present
United Way of Faribault February 2015 - Present
LoCorr Funds September 2013 - March 2015
SurModics July 2012 - September 2013
PwC November 2010 - June 2012
Baker Tilly Virchow Krause September 2008 - October 2010
Skills
Auditing, SEC filings, GAAP, US GAAP, Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Financial Accounting, Accounting, External Audit, Financial Statements, General Ledger
Education
St. John's University 2004 — 2008
Bachelor of Arts, Accounting
Faribault High School 2000 — 2004
Jacqualine Boie Jacqualine Boie's LoCorr Funds Experience April 2015 - Present
Job Controller at LoCorr Funds
Industry Accounting
Experience
LoCorr Funds April 2015 - Present
North Air Heating & Cooling, Inc December 2007 - Present
Pine River Capital Management May 2012 - March 2015
Froehling Anderson May 2011 - April 2012
Froehling Anderson January 2011 - April 2011
Mandt Reiss & Associates December 2007 - March 2010
Ascensus Retirement, Inc January 2006 - December 2007
Dobson Cellular Corp August 2003 - May 2005
Rural Cellular Corporation May 2001 - July 2003
Skills
Payroll, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Financial Statements, Access, Budgets, Finance, Tax, Bookkeeping, Microsoft Excel, CPA, Financial Reporting, Invoicing
Education
Saint Cloud State University - G.R. Herberger College of Business 2009 — 2010
Bachelor of Science Degree, Accounting
Central Lakes College 2006 — 2008
Associate Degree of Applied Science, Accounting
Saint Cloud Technical College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Sales & Marketing Management
Sauk Rapids Rice High School 1995 — 1998
Diploma, General
LoCorr Funds April 2015 - Present
North Air Heating & Cooling, Inc December 2007 - Present
Pine River Capital Management May 2012 - March 2015
Froehling Anderson May 2011 - April 2012
Froehling Anderson January 2011 - April 2011
Mandt Reiss & Associates December 2007 - March 2010
Ascensus Retirement, Inc January 2006 - December 2007
Dobson Cellular Corp August 2003 - May 2005
Rural Cellular Corporation May 2001 - July 2003
Skills
Payroll, QuickBooks, Accounting, Account Reconciliation, Accounts Payable, Accounts Receivable, General Ledger, Auditing, Financial Statements, Access, Budgets, Finance, Tax, Bookkeeping, Microsoft Excel, CPA, Financial Reporting, Invoicing
Education
Saint Cloud State University - G.R. Herberger College of Business 2009 — 2010
Bachelor of Science Degree, Accounting
Central Lakes College 2006 — 2008
Associate Degree of Applied Science, Accounting
Saint Cloud Technical College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Sales & Marketing Management
Sauk Rapids Rice High School 1995 — 1998
Diploma, General
Tim Thoelke CRPC Tim Thoelke CRPC's LoCorr Funds Experience February 2015 - Present
Job Experienced Wholesaler of Investments
Industry Insurance
Experience
LoCorr Funds February 2015 - Present
Allianz Life February 2001 - February 2015
Corporate Benefits of America December 1997 - January 2001
Skills
Inside Sales, Training, Sales Operations, Management, Coaching, Analysis, Finance, Investments, Sales Management, Strategic Planning, Leadership, Process Improvement, Public Speaking, New Business Development, Team Building, Risk Management, Marketing Strategy, Cold Calling, Microsoft Excel, Strategy, Life Insurance, Analytics, Sales Force Development, Series 63, Direct Sales, Retirement Planning, Talent Management
Education
College for Financial Planning 2010 — 2011
CRPC, Chartered Retirement Planning Counselor
The University of North Dakota 1991 — 1996
BA, Communication, General
LoCorr Funds February 2015 - Present
Allianz Life February 2001 - February 2015
Corporate Benefits of America December 1997 - January 2001
Skills
Inside Sales, Training, Sales Operations, Management, Coaching, Analysis, Finance, Investments, Sales Management, Strategic Planning, Leadership, Process Improvement, Public Speaking, New Business Development, Team Building, Risk Management, Marketing Strategy, Cold Calling, Microsoft Excel, Strategy, Life Insurance, Analytics, Sales Force Development, Series 63, Direct Sales, Retirement Planning, Talent Management
Education
College for Financial Planning 2010 — 2011
CRPC, Chartered Retirement Planning Counselor
The University of North Dakota 1991 — 1996
BA, Communication, General
Nicole Meis Nicole Meis's LoCorr Funds Experience 2013 - 2014
Job Market Manager at Royal Environmental Systems
Industry Environmental Services
Experience
Royal Environmental Systems December 2014 - Present
Royal Enterprises America July 2014 - Present
LoCorr Funds 2013 - 2014
BMO Harris Financial Advisors January 2011 - June 2013
Skills
Credit Analysis, Credit, Portfolio Management, Investments, Wealth Management, Finance
Education
Rush City High School
The College of St. Scholastica
Royal Environmental Systems December 2014 - Present
Royal Enterprises America July 2014 - Present
LoCorr Funds 2013 - 2014
BMO Harris Financial Advisors January 2011 - June 2013
Skills
Credit Analysis, Credit, Portfolio Management, Investments, Wealth Management, Finance
Education
Rush City High School
The College of St. Scholastica
Timothy Harberts's LoCorr Funds Experience August 2015 - Present
Job Sales Manager LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds August 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2015
Roy Jenks & Associates, Inc. December 2008 - November 2011
Principal Financial Group October 2002 - November 2011
Harberts Foods Inc. 1998 - 2002
Skills
Investments, Finance, Insurance, Retirement Planning, Management, Strategic Financial..., Financial Services, Leadership, Financial Planning, Employee Benefits, Time Management, Alternative Investments, Investment Management
Education
University of Notre Dame 1993 — 1997
Business Administration, Business, Management, Marketing, and Related Support Services
LoCorr Funds August 2015 - Present
Ameriprise Financial Services, Inc. November 2011 - August 2015
Roy Jenks & Associates, Inc. December 2008 - November 2011
Principal Financial Group October 2002 - November 2011
Harberts Foods Inc. 1998 - 2002
Skills
Investments, Finance, Insurance, Retirement Planning, Management, Strategic Financial..., Financial Services, Leadership, Financial Planning, Employee Benefits, Time Management, Alternative Investments, Investment Management
Education
University of Notre Dame 1993 — 1997
Business Administration, Business, Management, Marketing, and Related Support Services
Mike Vickman's LoCorr Funds Experience March 2014 - Present
Job Internal Wholesaler at LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds March 2014 - Present
Independence Realty Securities LLC July 2011 - November 2013
CoStar Group June 2009 - October 2009
Allianz Life Financial Services April 2008 - August 2008
Midwest Group One January 2006 - April 2008
Four Seasons Hotels and Resorts January 2004 - April 2005
Lodge & Spa at Breckenridge August 2003 - December 2003
Mauri's LLC July 2001 - August 2003
Skills
Series 7, Investments, Finance, Series 63, Financial Services, Sales Operations, Financial Analysis, Relationship Management, Securities, Alternative Investments, Equities, Capital Markets, IRAs, Sales Presentations, Mutual Funds, Managed Futures
Education
Metropolitan State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Kirkwood Community College 1998 — 1999
Assoicates of Applied Science, Culinary Arts
LoCorr Funds March 2014 - Present
Independence Realty Securities LLC July 2011 - November 2013
CoStar Group June 2009 - October 2009
Allianz Life Financial Services April 2008 - August 2008
Midwest Group One January 2006 - April 2008
Four Seasons Hotels and Resorts January 2004 - April 2005
Lodge & Spa at Breckenridge August 2003 - December 2003
Mauri's LLC July 2001 - August 2003
Skills
Series 7, Investments, Finance, Series 63, Financial Services, Sales Operations, Financial Analysis, Relationship Management, Securities, Alternative Investments, Equities, Capital Markets, IRAs, Sales Presentations, Mutual Funds, Managed Futures
Education
Metropolitan State University 2006 — 2010
Bachelor of Science (B.S.), Finance
Kirkwood Community College 1998 — 1999
Assoicates of Applied Science, Culinary Arts
Sean Katof, CFA's LoCorr Funds Experience January 2015 - Present
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
Peter Tamburrino's LoCorr Funds Experience January 2015 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
LoCorr Funds January 2015 - May 2015
Equinox Funds August 2011 - January 2015
PNC Investments 2010 - 2011
ING 2004 - 2009
American Express 2002 - 2004
Vanguard 1999 - 2002
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Phoenix
Master of Business Administration (MBA)
Penn State University
Letters, Arts, & Science, Business and Finance
LoCorr Funds January 2015 - May 2015
Equinox Funds August 2011 - January 2015
PNC Investments 2010 - 2011
ING 2004 - 2009
American Express 2002 - 2004
Vanguard 1999 - 2002
Skills
Wealth Management, Series 7, Retirement Planning, Mutual Funds, Investments, Financial Analysis, Portfolio Management, Series 63, Fixed Annuities, Asset Allocation, Financial Services, Securities, Retirement
Education
University of Phoenix
Master of Business Administration (MBA)
Penn State University
Letters, Arts, & Science, Business and Finance
Jennifer Kinzie's LoCorr Funds Experience April 2014 - Present
Job Marketing Coordinator at LoCorr Funds
Industry Financial Services
Experience
LoCorr Funds April 2014 - Present
Minnesota Medical Imaging January 2014 - April 2014
Puget Sound Orthopedics March 2012 - August 2013
Ridgeview Medical Center September 2011 - December 2011
Monticello Clinic May 2011 - September 2011
Skills
Medical Devices, Healthcare, Cpr Certified, Hospitals, Medical Terminology, Patient Safety, Medical Imaging, Radiology, Clinical Research, EMR, Healthcare Information..., HIPAA, Pediatrics, Medicine, Surgery
Education
Argosy University MN 2009 — 2011
Associate's degree, Radiologic Technology/Science - Radiographer
University of Minnesota-Duluth 2004 — 2009
Bachelor of Arts (BA), Sociology
LoCorr Funds April 2014 - Present
Minnesota Medical Imaging January 2014 - April 2014
Puget Sound Orthopedics March 2012 - August 2013
Ridgeview Medical Center September 2011 - December 2011
Monticello Clinic May 2011 - September 2011
Skills
Medical Devices, Healthcare, Cpr Certified, Hospitals, Medical Terminology, Patient Safety, Medical Imaging, Radiology, Clinical Research, EMR, Healthcare Information..., HIPAA, Pediatrics, Medicine, Surgery
Education
Argosy University MN 2009 — 2011
Associate's degree, Radiologic Technology/Science - Radiographer
University of Minnesota-Duluth 2004 — 2009
Bachelor of Arts (BA), Sociology
Patrick Kinzie's LoCorr Funds Experience April 2011 - Present
Job Internal Wholesaler
Industry Investment Management
Experience
LoCorr Funds April 2011 - Present
Education
Saint John's University 2006 — 2010
Business Management, Communications
LoCorr Funds April 2011 - Present
Education
Saint John's University 2006 — 2010
Business Management, Communications
Darik Hoff's LoCorr Funds Experience February 2010 - Present
Job LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds February 2010 - Present
Affiance Financial February 2008 - February 2010
Wells Fargo January 2006 - February 2008
Education
University of Miami - School of Business
Master of Science (MS), Finance, General
North Dakota State University
Bachelor of Science (BS)
LoCorr Funds February 2010 - Present
Affiance Financial February 2008 - February 2010
Wells Fargo January 2006 - February 2008
Education
University of Miami - School of Business
Master of Science (MS), Finance, General
North Dakota State University
Bachelor of Science (BS)
Vincent J. Trevelino, CFA's LoCorr Funds Experience March 2015 - Present
Job National Account Manager at LoCorr Funds
Industry Investment Management
Experience
LoCorr Funds March 2015 - Present
RevenueShares/VTL Associates, LLC July 2013 - March 2015
Scotiabank February 2012 - May 2013
The Hartford July 2007 - February 2012
Education
Penn State University
B.A., Economics
LoCorr Funds March 2015 - Present
RevenueShares/VTL Associates, LLC July 2013 - March 2015
Scotiabank February 2012 - May 2013
The Hartford July 2007 - February 2012
Education
Penn State University
B.A., Economics
Andrew Beilke's LoCorr Funds Experience September 2012 - Present
Job Internal Wholesaler
Industry Investment Management
Experience
LoCorr Funds September 2012 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, Financial Advisory, FINRA, Series 63, Alternative Investments, Asset Allocation, Investments, Equities, Securities, Asset Management, Investment Strategies, Investment Advisory, Portfolio Management
Education
Southwest Minnesota State University 2004 — 2009
Bachelor of Science (BS), Finance and Financial Management Services
LoCorr Funds September 2012 - Present
Skills
Mutual Funds, Series 7, Retirement Planning, Financial Advisory, FINRA, Series 63, Alternative Investments, Asset Allocation, Investments, Equities, Securities, Asset Management, Investment Strategies, Investment Advisory, Portfolio Management
Education
Southwest Minnesota State University 2004 — 2009
Bachelor of Science (BS), Finance and Financial Management Services