Miller & Schroeder Financial

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Miller & Schroeder Financial Employees

Employee
Years
Job
Industry
David Lovelace David Lovelace Greater Minneapolis-St. Paul Area Details
David Lovelace's Miller & Schroeder Financial Experience 1999 - 2000
Job VP and Membership Chair BMA MN Board of Directors at Business Marketing Association Minnesota
Industry Marketing and Advertising
Experience
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

Phillip B. Ruggeiro Jr. Phillip B. Ruggeiro Jr. Solana Beach, California Details
Phillip B. Ruggeiro Jr.'s Miller & Schroeder Financial Experience March 1999 - January 2001
Job Senior Vice President at Wedbush Securities
Industry Investment Banking
Experience
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

Erik Sass Erik Sass Greater Minneapolis-St. Paul Area Details
Erik Sass's Miller & Schroeder Financial Experience August 1993 - November 1996
Job CFO Johnstech International
Industry Consumer Services
Experience
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

Dan Massiello Dan Massiello Greater San Diego Area Details
Dan Massiello's Miller & Schroeder Financial Experience January 2000 - December 2000
Job Sr. Vice President at Kosmont Companies
Industry Investment Banking
Experience
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

Jennifer (Hentges) Robinson Jennifer (Hentges) Robinson Greater Minneapolis-St. Paul Area Details
Jennifer (Hentges) Robinson's Miller & Schroeder Financial Experience 1992 - 1999
Job National Business Development Manager at Five Star Professional
Industry Marketing and Advertising
Experience
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

Phillip B. Ruggeiro, Jr. Phillip B. Ruggeiro, Jr. Greater San Diego Area Details
Phillip B. Ruggeiro, Jr.'s Miller & Schroeder Financial Experience March 1999 - December 2000
Job Vice President at Wedbush Morgan Securities
Industry Capital Markets
Experience
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)

Barry Calhoon Barry Calhoon Minnetonka, Minnesota Details
Barry Calhoon's Miller & Schroeder Financial Experience 1994 - 1998
Job Senior Director of FinanceS.T. Specialty Foods, Inc.
Industry Food Production
Experience
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

Joel Dombrowe Joel Dombrowe Minneapolis, Minnesota Details
Joel Dombrowe's Miller & Schroeder Financial Experience March 1994 - January 2001
Job Insurance Professional
Industry Insurance
Experience
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

Ken Hager Ken Hager Greater Minneapolis-St. Paul Area Details
Ken Hager's Miller & Schroeder Financial Experience 1985 - 1998
Job Senior Executive / Board Advisor / Board Member
Industry Venture Capital & Private Equity
Experience
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