Miller & Schroeder Financial
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Miller & Schroeder Financial Employees
Business Marketing Association Minnesota September 2015 - Present
CSG Services November 2014 - Present
Harland Clarke November 2009 - October 2014
ResortCom International September 2007 - September 2009
Protocol Marketing April 2004 - September 2007
West Coast Mailing & Distribution 2001 - 2004
Miller & Schroeder Financial 1999 - 2000
Skills
Demand Generation, Direct Marketing, B2B Marketing, Lead Generation, Integrated Marketing, Call Center, Email Marketing, B2B, Multi-channel Marketing, Competitive Analysis, Complex Sales, Business Development, Business Strategy, Marketing Strategy, Account Management, Market Research, Direct Mail, Digital Marketing, CRM, Salesforce.com, Marketing, Online Marketing, Social Media Marketing, Sales, Call Centers, New Business Development, Customer Acquisition, Selling, Analytics, Database Marketing, Direct Sales, Management, Market Analysis, Training, Sales Process, Strategic Planning, Market Planning, Customer Satisfaction, Strategy, Marketing Management, Strategic Partnerships, Customer Experience, Customer Retention, Sales Operations, Program Management, Start-ups, Leadership, Sales Management
Education
Augsburg College 1996 — 2000
Business Management, Management & Marketing
Hopkins
Wedbush Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - January 2001
O'Connor & Co. / Southwest Securities Group (SWS) January 1993 - March 1999
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Trading, Banking, Financial Modeling, Series 7, Securities, Investment Management, Asset Management, Sales, Hedge Funds, Portfolio Management, Asset Managment
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
Finance, Business Administration
Loyola High School (Jesuit Prep) 1978 — 1982
Johnstech International December 2009 - Present
Carlson Companies August 2005 - November 2009
Carlson Hotels Worldwide February 2001 - August 2005
Carlson Wagonlit Travel January 1999 - February 2001
Carlson Wagonlit Travel November 1996 - January 1999
Miller & Schroeder Financial August 1993 - November 1996
Northland Investment Corporation June 1991 - August 1993
Federal Deposit Insurance Corporation June 1989 - June 1991
Skills
Forecasting, Mergers, Financial Reporting, Budgeting, Business Strategy, Budgets, Financial Analysis, Mergers & Acquisitions, Finance, Financial Modeling, Strategic Financial..., Management, Strategy, Leadership, Analysis, ERP, Accounting, Due Diligence, Corporate Finance, Financial Planning
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Wisconsin-River Falls
B.S., Economics
Kosmont Companies February 2013 - Present
KND Investment Banking November 2004 - February 2013
Wedbush Morgan Securities January 2001 - November 2004
Miller & Schroeder Financial January 2000 - December 2000
New York Municipal Advisors Corp (NYMAC) 1994 - June 1999
Fiscal Advisors and Marketing, Inc. July 1990 - July 1994
Skills
Public Finance, Investment Banking, Securities, Bonds, Investments, Financial Modeling, Structured Finance, Finance, Capital Markets, Real Estate, Banking, Credit, Real Estate Development, Fixed Income, Securitization, Project Management, Economics, Strategic Planning, Underwriting, Loans, Analysis, Bloomberg, Compliance, Consultants, Governance, Managerial Finance, New Business Development, Networking, Strategic Partnerships, Valuation, Zoning, Real Estate Economics
Education
Binghamton University - School of Management 1989 — 1993
BS, Management
Five Star Professional February 2013 - Present
RBC Wealth Management July 2007 - October 2011
RBC Wealth Management June 2004 - July 2007
RBC Wealth Management October 2002 - June 2004
RBC Wealth Management March 2002 - October 2002
RBC Wealth Management March 2000 - March 2002
PaineWebber May 2000 - August 2000
Miller & Schroeder Financial 1992 - 1999
Skills
Wealth Management, Marketing Strategy, Marketing Communications, Building Relationships, Client Experience, Product Marketing, Client Retention, Business Development, Public Speaking, Leadership, Strategy, Cross-functional Team..., Customer Service, Marketing, Sales, Strategic Planning
Education
Iowa State University - College of Business 1995 — 1999
BS, Business Administration, Finance, Marketing
Mound Westonka High School 1991 — 1995
Wedbush Morgan Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - December 2000
O'Connor & Co. (Southwest Securities, Inc.) February 1993 - April 1999
CEG, Inc. January 1990 - February 1993
Morgan Stanley Dean Witter February 1988 - January 1990
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance
Loyola High School (Los Angeles, CA)
S.T. Specialty Foods, Inc. December 1998 - September 2011
Dakota Growers Marketing Services February 1998 - December 1998
Miller & Schroeder Financial 1994 - 1998
Borden Foods 1986 - 1993
Education
Central Michigan University 1972 — 1976
BS, Accounting
Adrian College 1972 — 1974
Policy Services Assistant June 2001 - June 2012
Berkley Risk Administrators 2001 - 2012
Miller & Schroeder Financial March 1994 - January 2001
Miller & Schroeder Financial March 1994 - January 2001
Education
University of Minnesota 1986 — 1991
B.A, Studio Arts
University of Minnesota-Twin Cities 1986 — 1991
Bachelor's degree, Art/Art Studies, General
Wayzata Investment Partners 2005 - 2014
Hidden Creek Industries 2000 - 2005
Manchester Companies 1998 - 2000
Miller & Schroeder Financial 1985 - 1998
Holmes & Graven, Chartered 1983 - 1985
Education
William Mitchell College of Law
Doctor of Law (J.D.)
Minnesota State University, Moorhead
Bachelor of Science (B.S.), Accounting