Marquette Asset Management
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Marquette Asset Management Employees
Employee
Years
Job
Industry
Mary O'Brien-Olson Mary O'Brien-Olson's Marquette Asset Management Experience May 2011 - Present
Job Financial Analyst at Marquette Asset Management
Industry Investment Management
Experience
Marquette Asset Management May 2011 - Present
Marquette Asset Management May 2006 - May 2011
Atlantic Trust March 2003 - June 2005
Scudder Private Investment Council September 1999 - March 2003
Mellon Bank/Boston Safe Deposit and Trust November 1997 - September 1999
Hingham Savings Bank January 1995 - November 1996
Skills
Asset Allocation, Asset Managment, Investments, Investment Management, Bloomberg
Education
Boston University
BS
Boston University
Marquette Asset Management May 2011 - Present
Marquette Asset Management May 2006 - May 2011
Atlantic Trust March 2003 - June 2005
Scudder Private Investment Council September 1999 - March 2003
Mellon Bank/Boston Safe Deposit and Trust November 1997 - September 1999
Hingham Savings Bank January 1995 - November 1996
Skills
Asset Allocation, Asset Managment, Investments, Investment Management, Bloomberg
Education
Boston University
BS
Boston University
John Pohlad John Pohlad's Marquette Asset Management Experience 2005 - 2013
Job Principal at Pohlad Advisor Group LLC
Industry Investment Management
Experience
Pohlad Advisor Group, LLC December 2014 - Present
Rothschild Capital Partners, LLC October 2013 - December 2014
Marquette Asset Management 2005 - 2013
Bel Air Investment Advisors September 2001 - February 2005
Sahara Investment Company 1992 - 2001
Norwest Bank Minnesota, N.A. (Now Wells Fargo) 1988 - 1992
Skills
Investments, Private Equity, Asset Management, Start-ups, Wealth Management, Finance, Leadership, Management, Securities, Investment Management, Mergers & Acquisitions, Business Strategy, Banking, Valuation, Portfolio Management, Relationship Building, Family Office, Management Consulting, Trusted Business Advisor, Philanthropy, Strategic Corporate..., Mentoring, Consensus Building, International Business, Cultural Awareness, Culture Change, Branding & Identity, Brand Awareness, Brand Implementation, New Business Development
Education
Thunderbird School of Global Management 1987 — 1988
Master of Business Administration (M.B.A.), International Business, Cross Cultural Communication
St. John's University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Major in Spanish, Minor in French
Blake School 1973 — 1983
Pohlad Advisor Group, LLC December 2014 - Present
Rothschild Capital Partners, LLC October 2013 - December 2014
Marquette Asset Management 2005 - 2013
Bel Air Investment Advisors September 2001 - February 2005
Sahara Investment Company 1992 - 2001
Norwest Bank Minnesota, N.A. (Now Wells Fargo) 1988 - 1992
Skills
Investments, Private Equity, Asset Management, Start-ups, Wealth Management, Finance, Leadership, Management, Securities, Investment Management, Mergers & Acquisitions, Business Strategy, Banking, Valuation, Portfolio Management, Relationship Building, Family Office, Management Consulting, Trusted Business Advisor, Philanthropy, Strategic Corporate..., Mentoring, Consensus Building, International Business, Cultural Awareness, Culture Change, Branding & Identity, Brand Awareness, Brand Implementation, New Business Development
Education
Thunderbird School of Global Management 1987 — 1988
Master of Business Administration (M.B.A.), International Business, Cross Cultural Communication
St. John's University 1983 — 1987
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, Major in Spanish, Minor in French
Blake School 1973 — 1983
Jennifer McDonald-McMahon Jennifer McDonald-McMahon's Marquette Asset Management Experience April 2008 - February 2009
Job Compliance Manager at Redhawk Wealth Advisors
Industry Financial Services
Experience
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Adam K. Mans, CFA Adam K. Mans, CFA's Marquette Asset Management Experience January 2013 - March 2014
Job Principal at AKM Advisory, LLC
Industry Investment Management
Experience
AKM Advisory, LLC March 2014 - Present
Marquette Asset Management January 2013 - March 2014
Marquette Asset Management October 2005 - January 2013
Skills
Asset Allocation
Education
University of Minnesota - Carlson School of Management
M.B.A., Finance
Minnesota State University, Mankato
B.S., Mathematics, Astronomy
AKM Advisory, LLC March 2014 - Present
Marquette Asset Management January 2013 - March 2014
Marquette Asset Management October 2005 - January 2013
Skills
Asset Allocation
Education
University of Minnesota - Carlson School of Management
M.B.A., Finance
Minnesota State University, Mankato
B.S., Mathematics, Astronomy
Erica Edgar's Marquette Asset Management Experience September 2007 - April 2008
Job Talent Partner/ Assessment Lead
Industry Staffing and Recruiting
Experience
CorTalent May 2008 - Present
Premier Alliance Group, April 2010 - May 2011
Main Consulting October 2007 - May 2011
Marquette Asset Management September 2007 - April 2008
LaBreche Murray Public Relations June 2006 - August 2006
Paradise Parties May 2005 - August 2005
Skills
Recruiting, Talent Acquisition, Cold Calling, Sourcing, Strategic Planning, Executive Search, Account Management, Leadership, Team Leadership, Coaching, Human Resources, Technical Recruiting, Talent Management, Employee Benefits, Applicant Tracking..., Process Improvement, New Business Development, Resume Writing, Negotiation, Onboarding, Interviews, Consulting, Sales, Employee Relations, Hiring, Management
Education
University of Northern Iowa 2004 — 2007
Bachelor Degree, Public Relations/Marketing
North Iowa Area Community College 2003 — 2004
Associates Degree, General Studies
Mason City High School
High School Diploma
CorTalent May 2008 - Present
Premier Alliance Group, April 2010 - May 2011
Main Consulting October 2007 - May 2011
Marquette Asset Management September 2007 - April 2008
LaBreche Murray Public Relations June 2006 - August 2006
Paradise Parties May 2005 - August 2005
Skills
Recruiting, Talent Acquisition, Cold Calling, Sourcing, Strategic Planning, Executive Search, Account Management, Leadership, Team Leadership, Coaching, Human Resources, Technical Recruiting, Talent Management, Employee Benefits, Applicant Tracking..., Process Improvement, New Business Development, Resume Writing, Negotiation, Onboarding, Interviews, Consulting, Sales, Employee Relations, Hiring, Management
Education
University of Northern Iowa 2004 — 2007
Bachelor Degree, Public Relations/Marketing
North Iowa Area Community College 2003 — 2004
Associates Degree, General Studies
Mason City High School
High School Diploma
Kevin Thomas Brown Kevin Thomas Brown's Marquette Asset Management Experience June 2005 - December 2010
Job COO | Management Consultant | Divisional CFO
Industry Financial Services
Experience
Salo LLC April 2013 - Present
Neighborhood Involvement Program January 2012 - December 2013
Consultant January 2011 - March 2013
Marquette Asset Management June 2005 - December 2010
State Street, SSgA, & Bel Air Investment Advisors LLC 1994 - 2005
The Boston Company 1988 - 1993
Skills
Strategic Financial..., Strategy Development, Business Planning, Cross-functional Team..., Business Process..., Project Management, Financial Analysis, Financial Reporting, Third Party Vendor..., Budgeting, Strategy, Budgets, Leadership, Change Management, Forecasting, Strategic Planning, Asset Management, Investments, Executive Management, Mergers & Acquisitions, Due Diligence, Securities, Investment Strategies, Finance, Business Strategy, Financial Services, Management, Wealth Management, Banking, Risk Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Providence College 1979 — 1983
BS, Accounting
Salo LLC April 2013 - Present
Neighborhood Involvement Program January 2012 - December 2013
Consultant January 2011 - March 2013
Marquette Asset Management June 2005 - December 2010
State Street, SSgA, & Bel Air Investment Advisors LLC 1994 - 2005
The Boston Company 1988 - 1993
Skills
Strategic Financial..., Strategy Development, Business Planning, Cross-functional Team..., Business Process..., Project Management, Financial Analysis, Financial Reporting, Third Party Vendor..., Budgeting, Strategy, Budgets, Leadership, Change Management, Forecasting, Strategic Planning, Asset Management, Investments, Executive Management, Mergers & Acquisitions, Due Diligence, Securities, Investment Strategies, Finance, Business Strategy, Financial Services, Management, Wealth Management, Banking, Risk Management, Portfolio Management
Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA, Finance
Providence College 1979 — 1983
BS, Accounting
Roger W. Redmond, CFA Roger W. Redmond, CFA's Marquette Asset Management Experience June 2011 - December 2013
Job Vice President, Senior Portfolio Manager, US Bank, Private Client Reserve
Industry Financial Services
Experience
US Bank, The Private Client Reserve December 2013 - Present
Marquette Asset Management June 2011 - December 2013
Wells Fargo Private Bank July 2006 - June 2011
Piper, Jaffray, Inc 1984 - 1997
Skills
Investments, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investment Management, Securities, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Investment Strategies, Private Equity, Series 7, RIA, Fiduciary, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Fixed Income, Financial Advisory, Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1982 — 1984
MBA, Finance
University of Arizona 1976 — 1979
BS, Chemistry
US Bank, The Private Client Reserve December 2013 - Present
Marquette Asset Management June 2011 - December 2013
Wells Fargo Private Bank July 2006 - June 2011
Piper, Jaffray, Inc 1984 - 1997
Skills
Investments, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investment Management, Securities, Financial Analysis, Wealth Management, Bloomberg, Hedge Funds, Strategic Financial..., Investment Strategies, Private Equity, Series 7, RIA, Fiduciary, Asset Management, Mutual Funds, Alternative Investments, Financial Modeling, Fixed Income, Financial Advisory, Finance, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 1982 — 1984
MBA, Finance
University of Arizona 1976 — 1979
BS, Chemistry
Matthew (Matt) Carter Matthew (Matt) Carter's Marquette Asset Management Experience June 2011 - Present
Job Board of Directors at Marquette Asset Management
Industry Executive Office
Experience
Marquette Asset Management June 2011 - Present
Meridian Bank June 2011 - May 2015
Pohlad Companies September 2010 - May 2015
Meridian Bank Texas April 2011 - April 2012
PepsiAmericas March 2000 - March 2010
PepsiCo 1995 - 1999
Pepsi-Cola International 1991 - 1995
Unisys 1985 - 1991
Unisys 1985 - 1989
Skills
Strategy, Due Diligence, Mergers, Project Management, Strategic Planning, Competitive Analysis, Negotiation, Business Development, Managerial Finance, Mergers & Acquisitions, Consumer Products, Financial Analysis, Corporate Finance, International Business, Financial Modeling, Forecasting, Executive Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, Finance - Portuguese
University of South Carolina-Columbia 1983 — 1985
MIBS
University of Florida 1980 — 1983
BS, Finace
Marquette Asset Management June 2011 - Present
Meridian Bank June 2011 - May 2015
Pohlad Companies September 2010 - May 2015
Meridian Bank Texas April 2011 - April 2012
PepsiAmericas March 2000 - March 2010
PepsiCo 1995 - 1999
Pepsi-Cola International 1991 - 1995
Unisys 1985 - 1991
Unisys 1985 - 1989
Skills
Strategy, Due Diligence, Mergers, Project Management, Strategic Planning, Competitive Analysis, Negotiation, Business Development, Managerial Finance, Mergers & Acquisitions, Consumer Products, Financial Analysis, Corporate Finance, International Business, Financial Modeling, Forecasting, Executive Management
Education
University of South Carolina - Darla Moore School of Business 1983 — 1985
MIBS, Finance - Portuguese
University of South Carolina-Columbia 1983 — 1985
MIBS
University of Florida 1980 — 1983
BS, Finace
Andrew Loula's Marquette Asset Management Experience March 2011 - July 2013
Job Relationship Manager
Industry Financial Services
Experience
Meta Payment Systems a division of MetaBank November 2013 - January 2015
Marquette Asset Management March 2011 - July 2013
Thrivent Financial for Lutherans December 2007 - March 2011
Ameriprise Financial May 2007 - September 2007
Skills
Asset Allocation, Equities, Bloomberg, Investments, Financial Analysis, Uniform Combined State..., Series 7, Investment Strategies, Wealth Management, Trust Services, Relationship Management, Superior Client Service, Trading
Education
Bates College 2003 — 2007
B.S., Mathematics
Meta Payment Systems a division of MetaBank November 2013 - January 2015
Marquette Asset Management March 2011 - July 2013
Thrivent Financial for Lutherans December 2007 - March 2011
Ameriprise Financial May 2007 - September 2007
Skills
Asset Allocation, Equities, Bloomberg, Investments, Financial Analysis, Uniform Combined State..., Series 7, Investment Strategies, Wealth Management, Trust Services, Relationship Management, Superior Client Service, Trading
Education
Bates College 2003 — 2007
B.S., Mathematics
Aaron Christie Aaron Christie's Marquette Asset Management Experience May 2012 - October 2012
Job Grain Merchandiser at CHS
Industry Farming
Experience
CHS November 2013 - Present
IBM January 2013 - November 2013
Marquette Asset Management May 2012 - October 2012
Minnesota Sate University, Mankato Maverick Fund August 2011 - May 2012
TCF Bank May 2011 - May 2012
CFA Institute Research Challenge August 2011 - February 2012
American Campus Communities November 2010 - April 2011
Christie Farms June 2008 - January 2011
Christie Farms April 2005 - May 2008
Skills
Analysis, Forecasting, Valuation, Portfolio Management, Business Analysis, Research, Financial Analysis
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science Degree, Investment Analysis Finance and Financial Economics
CHS November 2013 - Present
IBM January 2013 - November 2013
Marquette Asset Management May 2012 - October 2012
Minnesota Sate University, Mankato Maverick Fund August 2011 - May 2012
TCF Bank May 2011 - May 2012
CFA Institute Research Challenge August 2011 - February 2012
American Campus Communities November 2010 - April 2011
Christie Farms June 2008 - January 2011
Christie Farms April 2005 - May 2008
Skills
Analysis, Forecasting, Valuation, Portfolio Management, Business Analysis, Research, Financial Analysis
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science Degree, Investment Analysis Finance and Financial Economics
Matthew Hartzler Matthew Hartzler's Marquette Asset Management Experience March 2006 - May 2007
Job Director at Optum
Industry Health, Wellness and Fitness
Experience
Optum May 2015 - Present
Optum October 2013 - Present
Optum March 2012 - September 2013
Optimity Advisors, LLC. October 2009 - March 2012
Navigant Consulting June 2007 - October 2009
Marquette Asset Management March 2006 - May 2007
Meristem LLP May 2004 - February 2006
Education
Clemson University 2000 — 2004
BS, Financial Management
CIU
Optum May 2015 - Present
Optum October 2013 - Present
Optum March 2012 - September 2013
Optimity Advisors, LLC. October 2009 - March 2012
Navigant Consulting June 2007 - October 2009
Marquette Asset Management March 2006 - May 2007
Meristem LLP May 2004 - February 2006
Education
Clemson University 2000 — 2004
BS, Financial Management
CIU
Andrew Elvin Andrew Elvin's Marquette Asset Management Experience January 2008 - June 2008
Job Investment Consultant at Standard Valuations, Inc.
Industry Financial Services
Experience
Standard Valuations, Inc. July 2008 - Present
Marquette Asset Management January 2008 - June 2008
Skills
Valuation, Asset Management, Business Development, Asset Allocation, Investments, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Wealth Management
Education
Minnesota State University, Mankato 2005 — 2008
Standard Valuations, Inc. July 2008 - Present
Marquette Asset Management January 2008 - June 2008
Skills
Valuation, Asset Management, Business Development, Asset Allocation, Investments, Investment Strategies, Investment Management, Portfolio Management, Mutual Funds, Alternative Investments, Equities, Investment Advisory, Wealth Management
Education
Minnesota State University, Mankato 2005 — 2008
Malcolm Stuhlmiller Malcolm Stuhlmiller's Marquette Asset Management Experience January 2012 - June 2015
Job Retired
Industry Financial Services
Experience
Marquette Asset Management January 2012 - June 2015
Wells Fargo Bank, N.A. November 2001 - October 2012
Wells Fargo Advisors March 2012 - June 2012
Wells Fargo Bank April 2000 - November 2001
Kaplan, Strangis and Kaplan, P.A. January 1993 - March 2000
Skills
Fiduciary and Risk..., Relationship Development, Strategic Communications, Confidentiality, Training and mentoring, Microsoft Excel, Financial Risk, Training, Wealth Management..., High Net Worth...
Education
University of Minnesota-Twin Cities 1975 — 1977
Bachelor of Arts, English Literature / Music
Marquette Asset Management January 2012 - June 2015
Wells Fargo Bank, N.A. November 2001 - October 2012
Wells Fargo Advisors March 2012 - June 2012
Wells Fargo Bank April 2000 - November 2001
Kaplan, Strangis and Kaplan, P.A. January 1993 - March 2000
Skills
Fiduciary and Risk..., Relationship Development, Strategic Communications, Confidentiality, Training and mentoring, Microsoft Excel, Financial Risk, Training, Wealth Management..., High Net Worth...
Education
University of Minnesota-Twin Cities 1975 — 1977
Bachelor of Arts, English Literature / Music
Jason Beumer, CFP® Jason Beumer, CFP®'s Marquette Asset Management Experience June 2007 - March 2010
Job Vice President, Senior Portfolio Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2012 - Present
US Trust March 2010 - November 2012
Marquette Asset Management June 2007 - March 2010
Wells Fargo May 2001 - June 2007
Education
University of St. Thomas - Opus College of Business 2004 — 2007
MBA, Finance
Drake University 1997 — 2001
BSBA, Finance
Totino-Grace High School 1994 — 1997
U.S. Bank November 2012 - Present
US Trust March 2010 - November 2012
Marquette Asset Management June 2007 - March 2010
Wells Fargo May 2001 - June 2007
Education
University of St. Thomas - Opus College of Business 2004 — 2007
MBA, Finance
Drake University 1997 — 2001
BSBA, Finance
Totino-Grace High School 1994 — 1997
Lindsey Steffes Lindsey Steffes's Marquette Asset Management Experience 2009 - 2010
Job Director of Operations, Sanford International Clinics
Industry Hospital & Health Care
Experience
Sanford Health September 2015 - Present
Avera McKennan Hospital & University Health Center September 2014 - September 2015
Protiviti April 2010 - September 2014
Marquette Asset Management 2009 - 2010
Accredited Investors, Inc. December 2007 - August 2009
Skills
Compliance, Internal Audit, Auditing, SOX, Risk, Audit, Accounting, Risk Management, Excel, Internal Controls, Documentation, Business Process...
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA
University of Minnesota - Carlson School of Management 2006 — 2009
Bachelor's of Science, Finance, Risk Management & Insurance
Copenhagen Business School 2007 — 2007
Sanford Health September 2015 - Present
Avera McKennan Hospital & University Health Center September 2014 - September 2015
Protiviti April 2010 - September 2014
Marquette Asset Management 2009 - 2010
Accredited Investors, Inc. December 2007 - August 2009
Skills
Compliance, Internal Audit, Auditing, SOX, Risk, Audit, Accounting, Risk Management, Excel, Internal Controls, Documentation, Business Process...
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA
University of Minnesota - Carlson School of Management 2006 — 2009
Bachelor's of Science, Finance, Risk Management & Insurance
Copenhagen Business School 2007 — 2007
Alex Kral Alex Kral's Marquette Asset Management Experience May 2010 - August 2010
Job Senior Finance Business Analyst at SUPERVALU
Industry Logistics and Supply Chain
Experience
SUPERVALU October 2014 - Present
SUPERVALU June 2013 - October 2014
SUPERVALU November 2011 - June 2013
SUPERVALU June 2011 - October 2011
Marquette Asset Management May 2010 - August 2010
Interstate Improvement, Inc. May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Cash Flow, Microsoft Excel, Essbase, Microsoft Office, Retail, Time Management, PowerPoint, Business Analysis, Process Improvement
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), Finance and Construction Management
SUPERVALU October 2014 - Present
SUPERVALU June 2013 - October 2014
SUPERVALU November 2011 - June 2013
SUPERVALU June 2011 - October 2011
Marquette Asset Management May 2010 - August 2010
Interstate Improvement, Inc. May 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Analysis, Finance, Cash Flow, Microsoft Excel, Essbase, Microsoft Office, Retail, Time Management, PowerPoint, Business Analysis, Process Improvement
Education
Minnesota State University, Mankato 2006 — 2011
Bachelor of Science (B.S.), Finance and Construction Management
Gregory Land Gregory Land's Marquette Asset Management Experience August 2011 - December 2011
Job Associate at Norwest Mezzanine Partners
Industry Venture Capital & Private Equity
Experience
Norwest Mezzanine Partners April 2015 - Present
Prudential Capital Group May 2012 - March 2015
Teneca, LLC January 2012 - May 2012
Marquette Asset Management August 2011 - December 2011
Maverick Student Investment Fund January 2011 - December 2011
Skills
Bloomberg, Capital IQ, Portfolio Management, Mezzanine, Valuation, Investment Banking, Credit, Finance, Equity Capital Markets, Equity Research
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
Norwest Mezzanine Partners April 2015 - Present
Prudential Capital Group May 2012 - March 2015
Teneca, LLC January 2012 - May 2012
Marquette Asset Management August 2011 - December 2011
Maverick Student Investment Fund January 2011 - December 2011
Skills
Bloomberg, Capital IQ, Portfolio Management, Mezzanine, Valuation, Investment Banking, Credit, Finance, Equity Capital Markets, Equity Research
Education
Minnesota State University, Mankato 2008 — 2012
Bachelor of Science (B.S.), Economics and Finance
R.J. Moeller's Marquette Asset Management Experience June 2006 - August 2006
Job Transportation Sales at C.H. Robinson Worldwide, Inc.
Industry Logistics and Supply Chain
Experience
C.H. Robinson Worldwide, Inc. August 2006 - Present
Marquette Asset Management June 2006 - August 2006
Skills
Transportation, LTL, 3PL, Transportation..., Logistics Management, Freight Forwarding, Warehousing, Supply Chain Management, Account Management, Contract Negotiation, Supply Chain Consulting, Supply Chain..., Strategic Planning, Forecasting, Management, Customs Brokerage, Direct Sales
Education
University of St. Thomas 2003 — 2006
Business
Ripon College 2002 — 2003
Blake School
C.H. Robinson Worldwide, Inc. August 2006 - Present
Marquette Asset Management June 2006 - August 2006
Skills
Transportation, LTL, 3PL, Transportation..., Logistics Management, Freight Forwarding, Warehousing, Supply Chain Management, Account Management, Contract Negotiation, Supply Chain Consulting, Supply Chain..., Strategic Planning, Forecasting, Management, Customs Brokerage, Direct Sales
Education
University of St. Thomas 2003 — 2006
Business
Ripon College 2002 — 2003
Blake School
Dan McKeon's Marquette Asset Management Experience June 2007 - August 2007
Job Vice President at Schall Consulting Group
Industry Food & Beverages
Experience
Schall Consulting Group September 2014 - Present
McKeon Consulting October 2011 - Present
Sage Group October 2011 - Present
Schall Consulting Group September 2013 - September 2014
Botanic Oil Innovations September 2010 - August 2011
Justin's Nut Butter September 2010 - December 2010
Trafik SEO, LLC September 2009 - August 2010
Chambers Ireland June 2008 - July 2008
Marquette Asset Management June 2007 - August 2007
Lubrication Technologies June 2006 - August 2006
Skills
New Business Development, Retail, Marketing Strategy, Strategic Planning, Marketing, Data-driven Marketing, Social Media Marketing, Business Strategy, Event Planning, Product Development, Project Management, Event Management, Online Advertising, Sales, Account Management, Brand Management, Digital Marketing, Management, Business Development, Advertising, Social Networking
Education
Boston College 2005 — 2009
BA
Breck 1995 — 2009
Schall Consulting Group September 2014 - Present
McKeon Consulting October 2011 - Present
Sage Group October 2011 - Present
Schall Consulting Group September 2013 - September 2014
Botanic Oil Innovations September 2010 - August 2011
Justin's Nut Butter September 2010 - December 2010
Trafik SEO, LLC September 2009 - August 2010
Chambers Ireland June 2008 - July 2008
Marquette Asset Management June 2007 - August 2007
Lubrication Technologies June 2006 - August 2006
Skills
New Business Development, Retail, Marketing Strategy, Strategic Planning, Marketing, Data-driven Marketing, Social Media Marketing, Business Strategy, Event Planning, Product Development, Project Management, Event Management, Online Advertising, Sales, Account Management, Brand Management, Digital Marketing, Management, Business Development, Advertising, Social Networking
Education
Boston College 2005 — 2009
BA
Breck 1995 — 2009
Valerie Thomas's Marquette Asset Management Experience February 2005 - Present
Job Experienced Wealth Management Professional ♦ Master Relationship Builder ♦ Encourager Extraordinaire ♦ Read More!
Industry Financial Services
Experience
Marquette Asset Management February 2005 - Present
Lowry Hill July 1996 - February 2005
Skills
Wealth Management, Investments, Finance, Asset Management, Financial Services, Financial Analysis, Asset Allocation, Financial Planning, Management
Education
University of Northwestern - St. Paul 2000 — 2005
Bachelor of Science, Business Administration, Management, Finance and Accounting
Cannon Financial Institute 2000 — 2003
Graduate, Personal Trust
Marquette Asset Management February 2005 - Present
Lowry Hill July 1996 - February 2005
Skills
Wealth Management, Investments, Finance, Asset Management, Financial Services, Financial Analysis, Asset Allocation, Financial Planning, Management
Education
University of Northwestern - St. Paul 2000 — 2005
Bachelor of Science, Business Administration, Management, Finance and Accounting
Cannon Financial Institute 2000 — 2003
Graduate, Personal Trust
Courtney McKinley's Marquette Asset Management Experience May 2006 - October 2009
Job Operations
Industry Financial Services
Experience
Marquette Asset Management May 2006 - October 2009
Eden Systems International August 2005 - December 2007
Cedar Valley April 2003 - August 2005
Oppenheimer Wolff & Donnelly June 2002 - April 2003
Merchant & Gould December 2000 - June 2002
Woller-Anger & Company, LLC May 1998 - August 1998
Skills
Portfolio Management, Public Speaking, Strategic Planning, Wealth Management, Social Media, Team Building
Education
North Central University 1999 — 2003
B.S. Business Administration
Marquette Asset Management May 2006 - October 2009
Eden Systems International August 2005 - December 2007
Cedar Valley April 2003 - August 2005
Oppenheimer Wolff & Donnelly June 2002 - April 2003
Merchant & Gould December 2000 - June 2002
Woller-Anger & Company, LLC May 1998 - August 1998
Skills
Portfolio Management, Public Speaking, Strategic Planning, Wealth Management, Social Media, Team Building
Education
North Central University 1999 — 2003
B.S. Business Administration
Michael Witebsky's Marquette Asset Management Experience June 2008 - August 2008
Job Programmatic Trader at AFFIPERF (Havas Media)
Industry Marketing and Advertising
Experience
AFFIPERF (Havas Media) March 2015 - Present
Mithun Agency October 2013 - March 2015
Manpower at General Mills 2013 - 2013
Gangseo Wonderland 2011 - 2012
Executive Speaking 2010 - 2010
Huron Consulting Group 2009 - 2010
Better Bus LLC 2006 - 2009
Marquette Asset Management June 2008 - August 2008
National Wind May 2007 - August 2007
Skills
Data Analysis, Analytics, Programmatic Buying, Tableau, Alteryx, Microsoft Excel, Excel VBA, Advertising, Client-focused, Self-starter, Friendly Personality, Teamwork, Highly Reliable, Pricing Analysis, Pricing Strategy, Microsoft Office, Email Marketing, Process Improvement, Work Independently with..., Online Advertising, Customer Service
Education
University of Wisconsin-Madison 2004 — 2008
BBA, Finance, Investment and Banking
UCSD 2012 — 2013
Teacher Credential Program, Secondary Education and Teaching
Hopkins High School 2000 — 2004
AFFIPERF (Havas Media) March 2015 - Present
Mithun Agency October 2013 - March 2015
Manpower at General Mills 2013 - 2013
Gangseo Wonderland 2011 - 2012
Executive Speaking 2010 - 2010
Huron Consulting Group 2009 - 2010
Better Bus LLC 2006 - 2009
Marquette Asset Management June 2008 - August 2008
National Wind May 2007 - August 2007
Skills
Data Analysis, Analytics, Programmatic Buying, Tableau, Alteryx, Microsoft Excel, Excel VBA, Advertising, Client-focused, Self-starter, Friendly Personality, Teamwork, Highly Reliable, Pricing Analysis, Pricing Strategy, Microsoft Office, Email Marketing, Process Improvement, Work Independently with..., Online Advertising, Customer Service
Education
University of Wisconsin-Madison 2004 — 2008
BBA, Finance, Investment and Banking
UCSD 2012 — 2013
Teacher Credential Program, Secondary Education and Teaching
Hopkins High School 2000 — 2004
Robert Rubenstein's Marquette Asset Management Experience August 2005 - Present
Job Managing Director at Marquette Asset Management
Industry Investment Management
Experience
Marquette Asset Management August 2005 - Present
Education
University of Minnesota Law School 1977 — 1980
JD
University of Minnesota-Twin Cities 1972 — 1977
BA, Political Science
Marquette Asset Management August 2005 - Present
Education
University of Minnesota Law School 1977 — 1980
JD
University of Minnesota-Twin Cities 1972 — 1977
BA, Political Science
Matthew Ruyter's Marquette Asset Management Experience 2007 - 2007
Job Product Manager at Optum
Industry Health, Wellness and Fitness
Experience
Optum June 2013 - Present
Optum May 2011 - May 2013
OptumHealth August 2010 - May 2011
OptumHealth February 2010 - August 2010
OptumHealth June 2008 - February 2010
Marquette Asset Management 2007 - 2007
Skills
Financial Planning, Financial Analysis, Financial Reporting, Forecasting, Variance Analysis, Budgets, Essbase, Analysis, Hyperion Enterprise, Financial Modeling, Corporate Finance, Management, Finance, Financial Forecasting, Process Improvement
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science (BS), Finance
Optum June 2013 - Present
Optum May 2011 - May 2013
OptumHealth August 2010 - May 2011
OptumHealth February 2010 - August 2010
OptumHealth June 2008 - February 2010
Marquette Asset Management 2007 - 2007
Skills
Financial Planning, Financial Analysis, Financial Reporting, Forecasting, Variance Analysis, Budgets, Essbase, Analysis, Hyperion Enterprise, Financial Modeling, Corporate Finance, Management, Finance, Financial Forecasting, Process Improvement
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science (BS), Finance
Glen Mason's Marquette Asset Management Experience April 2008 - June 2011
Job studio and game analyst at Big Ten Netwotk
Industry Sports
Experience
Big Ten Netwotk August 2007 - Present
Marquette Asset Management April 2008 - June 2011
University of Minnesota December 1996 - January 2007
University of Kansas December 1987 - December 1996
Kent State University April 1986 - December 1987
The Ohio State University March 1978 - April 1986
University of Illinois at Urbana-Champaign December 1976 - March 1978
Iowa State University June 1975 - December 1977
Ball State University July 1974 - May 1975
Allegheny College July 1973 - July 1974
Skills
Coaching, Marketing Strategy, Team Leadership, Video Editing, Public Speaking, Sports Marketing, Sports, CRM, Leadership, Athletics, Football, Sponsorship, Teaching, Program Development, Sports Management, Marketing, Sales, Higher Education, Broadcast, Leadership Development, Event Planning, Baseball, Fundraising, Television, Event Management, Social Media, Nonprofits, Team Building, Fitness, Strength Training, Microsoft Word, Strategic Planning, Media Relations, Basketball, Account Management, Volunteer Management, Research, Athletic Training, Public Relations, Broadcast Television, Engaging Public Speaker, Sports Coaching, Community Outreach, Student Affairs, Budgets, Facebook, Sports Analysis, Program Evaluation, Tutoring, Customer Service
Education
Ball State University 1972 — 1973
MA, Education
The Ohio State University 1968 — 1972
BS, Education
Big Ten Netwotk August 2007 - Present
Marquette Asset Management April 2008 - June 2011
University of Minnesota December 1996 - January 2007
University of Kansas December 1987 - December 1996
Kent State University April 1986 - December 1987
The Ohio State University March 1978 - April 1986
University of Illinois at Urbana-Champaign December 1976 - March 1978
Iowa State University June 1975 - December 1977
Ball State University July 1974 - May 1975
Allegheny College July 1973 - July 1974
Skills
Coaching, Marketing Strategy, Team Leadership, Video Editing, Public Speaking, Sports Marketing, Sports, CRM, Leadership, Athletics, Football, Sponsorship, Teaching, Program Development, Sports Management, Marketing, Sales, Higher Education, Broadcast, Leadership Development, Event Planning, Baseball, Fundraising, Television, Event Management, Social Media, Nonprofits, Team Building, Fitness, Strength Training, Microsoft Word, Strategic Planning, Media Relations, Basketball, Account Management, Volunteer Management, Research, Athletic Training, Public Relations, Broadcast Television, Engaging Public Speaker, Sports Coaching, Community Outreach, Student Affairs, Budgets, Facebook, Sports Analysis, Program Evaluation, Tutoring, Customer Service
Education
Ball State University 1972 — 1973
MA, Education
The Ohio State University 1968 — 1972
BS, Education
Terry Huchton's Marquette Asset Management Experience August 2011 - Present
Job Engineer at Marquette Asset Management
Industry Oil & Energy
Experience
Marquette Asset Management August 2011 - Present
Marquette Exploration September 2006 - August 2011
Burlington Resources December 1985 - August 2006
The Superior Oil Compnay June 1982 - December 1985
Skills
Oil/Gas, Contract Negotiation, Analysis, Reservoir Management, Reservoir Engineering, Natural Gas, Petroleum, Gas, Energy, Reserves, Engineering, Construction, Petroleum Engineering, Field Development, Energy Industry, Drilling, Upstream, Onshore, Reservoir Simulation, Drilling Engineering, Completions, Product Optimization, Petroleum Geology
Education
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Petroleum Engineering
Marquette Asset Management August 2011 - Present
Marquette Exploration September 2006 - August 2011
Burlington Resources December 1985 - August 2006
The Superior Oil Compnay June 1982 - December 1985
Skills
Oil/Gas, Contract Negotiation, Analysis, Reservoir Management, Reservoir Engineering, Natural Gas, Petroleum, Gas, Energy, Reserves, Engineering, Construction, Petroleum Engineering, Field Development, Energy Industry, Drilling, Upstream, Onshore, Reservoir Simulation, Drilling Engineering, Completions, Product Optimization, Petroleum Geology
Education
Texas A&M University 1978 — 1982
Bachelor of Science (B.S.), Petroleum Engineering
Amanda Jimison's Marquette Asset Management Experience 2006 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Western Funding, Incorporated 2012 - 2012
Auto Finance 2011 - 2012
Marquette Asset Management 2006 - 2008
Capital One Auto Finance 2002 - 2006
BancTec 1999 - 2002
Education
Brookhaven Community College
Western Funding, Incorporated 2012 - 2012
Auto Finance 2011 - 2012
Marquette Asset Management 2006 - 2008
Capital One Auto Finance 2002 - 2006
BancTec 1999 - 2002
Education
Brookhaven Community College