Mount Yale Capital Group
Industry: Company
DescriptionFounded: 1997 Subsidiaries: Mount Yale Investment Advisors, LLC,
Mount Yale Capital Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mount Yale Capital Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Mount Yale Capital Group Salaries. You can even request information on how much does Mount Yale Capital Group pay if you want to. Learn about salaries, pros and cons of working for Mount Yale Capital Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
46 Mount Yale Capital Group employees in database. Find out everything there's to know about Mount Yale Capital Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Mount Yale Capital Group Employees
Employee
Years
Job
Industry
Gina Ferrara Gina Ferrara's Mount Yale Capital Group Experience May 2010 - August 2010
Job Banking and Finance Associate at Mayer Brown
Industry Law Practice
Experience
Mayer Brown October 2014 - Present
Mayer Brown May 2013 - July 2013
Darby & Gazak, PSC June 2012 - August 2012
Mount Yale Capital Group May 2010 - August 2010
Office of the Governor-General May 2010 - August 2010
Skills
Editing, Legal Research, Project Management, Microsoft Office, Research, Public Speaking, Microsoft Excel, Social Media, Legal Writing, PowerPoint, Social Networking, Facebook, Westlaw
Education
Loyola University Chicago School of Law 2011 — 2014
University of Miami 2008 — 2011
B.A., Economics
Mayer Brown October 2014 - Present
Mayer Brown May 2013 - July 2013
Darby & Gazak, PSC June 2012 - August 2012
Mount Yale Capital Group May 2010 - August 2010
Office of the Governor-General May 2010 - August 2010
Skills
Editing, Legal Research, Project Management, Microsoft Office, Research, Public Speaking, Microsoft Excel, Social Media, Legal Writing, PowerPoint, Social Networking, Facebook, Westlaw
Education
Loyola University Chicago School of Law 2011 — 2014
University of Miami 2008 — 2011
B.A., Economics
Adrianna Simpson Adrianna Simpson's Mount Yale Capital Group Experience May 2006 - December 2006
Job Business Systems Analyst at Charles Schwab
Industry Information Technology and Services
Experience
Charles Schwab November 2014 - Present
Bankrate, Inc. April 2014 - November 2014
Liberty Skis August 2012 - April 2014
Urban Outfitters January 2012 - August 2012
Investorforce July 2010 - January 2012
ICG Commerce December 2009 - July 2010
RCG Capital Advisors December 2006 - November 2008
Seven Hills Partners May 2007 - July 2007
Mount Yale Capital Group May 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Research, Analysis, Microsoft Office, Investments, SQL, Forecasting, Business Analysis, Accounting, Finance, Business Strategy, Project Management, Management, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Business Finance
Charles Schwab November 2014 - Present
Bankrate, Inc. April 2014 - November 2014
Liberty Skis August 2012 - April 2014
Urban Outfitters January 2012 - August 2012
Investorforce July 2010 - January 2012
ICG Commerce December 2009 - July 2010
RCG Capital Advisors December 2006 - November 2008
Seven Hills Partners May 2007 - July 2007
Mount Yale Capital Group May 2006 - December 2006
Skills
Data Analysis, Financial Modeling, Microsoft Excel, Financial Analysis, Valuation, Research, Analysis, Microsoft Office, Investments, SQL, Forecasting, Business Analysis, Accounting, Finance, Business Strategy, Project Management, Management, Strategy
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Business Finance
Molly Little's Mount Yale Capital Group Experience August 2015 - Present
Job Investment Analyst Intern at Mount Yale Capital Group
Industry
Experience
Mount Yale Capital Group August 2015 - Present
EY June 2015 - August 2015
eFront January 2015 - April 2015
CliftonLarsonAllen June 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
University of Minnesota September 2013 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business (B.S.B), Finance, Accounting and Management Information Systems, 3.7
Mount Yale Capital Group August 2015 - Present
EY June 2015 - August 2015
eFront January 2015 - April 2015
CliftonLarsonAllen June 2014 - December 2014
Alpha Phi International Fraternity December 2013 - December 2014
University of Minnesota September 2013 - December 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business (B.S.B), Finance, Accounting and Management Information Systems, 3.7
James Gempeler James Gempeler's Mount Yale Capital Group Experience June 2004 - August 2005
Job Criminal Defense and Expungements Attorney / Partner at North Star Criminal Defense
Industry Law Practice
Experience
North Star Criminal Defense April 2015 - Present
Gempeler Law July 2014 - March 2015
Thomsen Nybeck June 2011 - April 2014
Foley & Mansfield, PLLP August 2008 - May 2011
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP March 2008 - May 2008
Halberg Criminal Defense May 2007 - March 2008
Anoka County Public Defender's Office October 2006 - April 2007
SFX Golf May 2006 - August 2006
Mount Yale Capital Group June 2004 - August 2005
Skills
Legal Research, Civil Litigation, Trials, Appeals, Motions, Litigation, Criminal Defense, Criminal Law, Courts, Legal Writing, Trial Practice, Westlaw, Pleadings, DUI Defense, Mediation, Expungement
Education
William Mitchell College of Law 2005 — 2008
Juris Doctor (JD)
Gustavus Adolphus College 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
North Star Criminal Defense April 2015 - Present
Gempeler Law July 2014 - March 2015
Thomsen Nybeck June 2011 - April 2014
Foley & Mansfield, PLLP August 2008 - May 2011
Eckberg, Lammers, Briggs, Wolff & Vierling, PLLP March 2008 - May 2008
Halberg Criminal Defense May 2007 - March 2008
Anoka County Public Defender's Office October 2006 - April 2007
SFX Golf May 2006 - August 2006
Mount Yale Capital Group June 2004 - August 2005
Skills
Legal Research, Civil Litigation, Trials, Appeals, Motions, Litigation, Criminal Defense, Criminal Law, Courts, Legal Writing, Trial Practice, Westlaw, Pleadings, DUI Defense, Mediation, Expungement
Education
William Mitchell College of Law 2005 — 2008
Juris Doctor (JD)
Gustavus Adolphus College 2001 — 2005
Bachelor of Arts (BA), Political Science and Government
Matt DiCesare's Mount Yale Capital Group Experience January 2015 - May 2015
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF June 2015 - Present
Mount Yale Capital Group January 2015 - May 2015
Marcus & Millichap September 2014 - December 2014
Denham Capital June 2014 - July 2014
Skills
Leadership, Microsoft Excel, Public Speaking, Financial Modeling, Investments, Research, Investment Properties, Analytics, Capital Markets, Argus Modeling, Real Estate, Healthcare Real Estate, Sales
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, Real Estate
HFF June 2015 - Present
Mount Yale Capital Group January 2015 - May 2015
Marcus & Millichap September 2014 - December 2014
Denham Capital June 2014 - July 2014
Skills
Leadership, Microsoft Excel, Public Speaking, Financial Modeling, Investments, Research, Investment Properties, Analytics, Capital Markets, Argus Modeling, Real Estate, Healthcare Real Estate, Sales
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science in Business Administration (BSBA), Finance, Real Estate
Joe Stelman Joe Stelman's Mount Yale Capital Group Experience June 2012 - September 2012
Job Tax Staff Financial Services Office at EY
Industry Accounting
Experience
EY July 2015 - Present
TCF Bank July 2013 - June 2015
University of Minnesota Volunteer Tax Assistance Program (VTAP) November 2011 - May 2015
EY June 2014 - August 2014
Mount Yale Capital Group June 2012 - September 2012
Cascade Bay Aquatic Center July 2010 - September 2012
Fairview Ridges Hospital September 2009 - June 2011
Skills
Portfolio Management, Training, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Financial Modeling, Finance, Tax, Financial Reporting, Bloomberg, Accounting, Spanish, Financial Accounting
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science, Accounting and Finance
ESADE Business School 2013 — 2013
Eagan High School
EY July 2015 - Present
TCF Bank July 2013 - June 2015
University of Minnesota Volunteer Tax Assistance Program (VTAP) November 2011 - May 2015
EY June 2014 - August 2014
Mount Yale Capital Group June 2012 - September 2012
Cascade Bay Aquatic Center July 2010 - September 2012
Fairview Ridges Hospital September 2009 - June 2011
Skills
Portfolio Management, Training, Customer Service, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Microsoft Office, Financial Modeling, Finance, Tax, Financial Reporting, Bloomberg, Accounting, Spanish, Financial Accounting
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science (BS), Accounting and Finance
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Science, Accounting and Finance
ESADE Business School 2013 — 2013
Eagan High School
Kelsey Garrett Kelsey Garrett's Mount Yale Capital Group Experience March 2013 - January 2014
Job Asset Management Analyst
Industry Financial Services
Experience
Siford Capital/Prime Management September 2014 - Present
Mount Yale Capital Group March 2013 - January 2014
ClearChoice Dental Implant Center June 2012 - September 2012
Victoria's Secret November 2010 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, Time Management, Social Media, Leadership, Teamwork, Outlook
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
University of Denver 2009 — 2013
BSBA, Business Administration and Management, General
Siford Capital/Prime Management September 2014 - Present
Mount Yale Capital Group March 2013 - January 2014
ClearChoice Dental Implant Center June 2012 - September 2012
Victoria's Secret November 2010 - December 2011
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Event Planning, Microsoft Office, Time Management, Social Media, Leadership, Teamwork, Outlook
Education
University of Denver - Daniels College of Business 2013 — 2014
Master of Business Administration (MBA), Finance and Financial Management Services
University of Denver 2009 — 2013
BSBA, Business Administration and Management, General
Zach Desmond Zach Desmond's Mount Yale Capital Group Experience April 2015 - Present
Job Student
Industry Public Policy
Experience
Mount Yale Capital Group April 2015 - Present
YMCA June 2013 - November 2014
Bevel September 2013 - November 2013
Skills
Leadership, Marketing, Communication, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Social Media, Time Management, Social Networking, Public Speaking
Education
University of Minnesota-Twin Cities
Political Science
University of Sydney
International Political Economy
University of Denver 2013 — 2014
Saint Thomas Academy 2009 — 2013
High School
Mount Yale Capital Group April 2015 - Present
YMCA June 2013 - November 2014
Bevel September 2013 - November 2013
Skills
Leadership, Marketing, Communication, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, Customer Service, Social Media, Time Management, Social Networking, Public Speaking
Education
University of Minnesota-Twin Cities
Political Science
University of Sydney
International Political Economy
University of Denver 2013 — 2014
Saint Thomas Academy 2009 — 2013
High School
Charlie McGlynn's Mount Yale Capital Group Experience October 2014 - Present
Job Inside Sales Support at Mount Yale Capital Group
Industry Media Production
Experience
Mount Yale Capital Group October 2014 - Present
Charlie McGlynn September 2012 - Present
Colonial Church September 2008 - October 2014
Apple October 2007 - November 2009
Skills
Audio Engineering, Media Production, Technical Support, iLife, Sound, Social Media, Final Cut Pro, iWork, Pro Tools, Video, Adobe Creative Suite, Recording, Mac, Mac OS X, Editing, Keynote, Photoshop, Music, Graphic Design, OS X, Social Networking, Audio Editing, Facebook, Journalism, Nonprofits, Web Design, Digital Photography, Video Production, Creative Direction, Interactive Marketing, Mac OS, Videography, Email Marketing, Photography, Video Editing, Digital Media
Education
Regis University 2003 — 2008
Communication, Journalism, Marketing
Mount Yale Capital Group October 2014 - Present
Charlie McGlynn September 2012 - Present
Colonial Church September 2008 - October 2014
Apple October 2007 - November 2009
Skills
Audio Engineering, Media Production, Technical Support, iLife, Sound, Social Media, Final Cut Pro, iWork, Pro Tools, Video, Adobe Creative Suite, Recording, Mac, Mac OS X, Editing, Keynote, Photoshop, Music, Graphic Design, OS X, Social Networking, Audio Editing, Facebook, Journalism, Nonprofits, Web Design, Digital Photography, Video Production, Creative Direction, Interactive Marketing, Mac OS, Videography, Email Marketing, Photography, Video Editing, Digital Media
Education
Regis University 2003 — 2008
Communication, Journalism, Marketing
Alexandra Jankovsky Alexandra Jankovsky's Mount Yale Capital Group Experience July 2014 - January 2015
Job Risk Assurance Intern at PwC
Industry
Experience
PwC June 2015 - Present
Mount Yale Capital Group July 2014 - January 2015
Old Chicago May 2013 - September 2013
Kent Denver Soccer Camp July 2010 - July 2012
Westerra Credit Union August 2010 - May 2011
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Accounting
University of Economics, Prague 2014 — 2014
Bachelor of Science (BS), Accounting and Finance
PwC June 2015 - Present
Mount Yale Capital Group July 2014 - January 2015
Old Chicago May 2013 - September 2013
Kent Denver Soccer Camp July 2010 - July 2012
Westerra Credit Union August 2010 - May 2011
Education
University of Colorado Boulder - Leeds School of Business 2011 — 2015
Bachelor of Science (BS), Finance and Accounting
University of Economics, Prague 2014 — 2014
Bachelor of Science (BS), Accounting and Finance
Kellie (Johnson) DePeder Kellie (Johnson) DePeder's Mount Yale Capital Group Experience June 2008 - April 2009
Job Marketing Coordinator at BURKETTDESIGN, Inc.
Industry Marketing and Advertising
Experience
BURKETTDESIGN, Inc. June 2014 - Present
Aspen Juice December 2013 - December 2014
5280 Magazine April 2014 - June 2014
Clayton 2010 - 2013
Mount Yale Capital Group June 2008 - April 2009
Labrador Capital LLC June 2007 - December 2007
Skills
Data Analytics, Fixed Income, Financial Statement..., Market Research, Marketing, Microsoft Excel, Finance, Social Media, Social Media Marketing
Education
University of Denver 2006 — 2010
Bachelor of Science (B.S.), International Business
BURKETTDESIGN, Inc. June 2014 - Present
Aspen Juice December 2013 - December 2014
5280 Magazine April 2014 - June 2014
Clayton 2010 - 2013
Mount Yale Capital Group June 2008 - April 2009
Labrador Capital LLC June 2007 - December 2007
Skills
Data Analytics, Fixed Income, Financial Statement..., Market Research, Marketing, Microsoft Excel, Finance, Social Media, Social Media Marketing
Education
University of Denver 2006 — 2010
Bachelor of Science (B.S.), International Business
Sam Patsy's Mount Yale Capital Group Experience 2009 - 2010
Job Regional Advisor Consultant at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - August 2015
BusinessGenetics January 2013 - April 2014
Northwestern Mutual May 2011 - August 2011
Mount Yale Capital Group 2009 - 2010
Education
University of Colorado at Boulder 2009 — 2013
Business Administration, Finance
Mountain Vista High School 2005 — 2009
OppenheimerFunds August 2015 - Present
OppenheimerFunds December 2014 - August 2015
BusinessGenetics January 2013 - April 2014
Northwestern Mutual May 2011 - August 2011
Mount Yale Capital Group 2009 - 2010
Education
University of Colorado at Boulder 2009 — 2013
Business Administration, Finance
Mountain Vista High School 2005 — 2009
Brittany O'Shaughnessy Brittany O'Shaughnessy's Mount Yale Capital Group Experience September 2011 - January 2012
Job Merchandise Planning Expert Special Work Assignment Team
Industry Retail
Experience
Pottery Barn August 2015 - Present
Target January 2015 - Present
Target June 2014 - January 2015
Target January 2012 - June 2014
Mount Yale Capital Group September 2011 - January 2012
Merrill Lynch September 2009 - December 2011
Eckerd College February 2009 - May 2010
Eckerd College August 2009 - January 2010
Skills
Microsoft Excel, Merchandise Planning, Retail, Teamwork, Data Analysis, Finance, Investments, Management, Marketing, Microsoft Office, Mutual Funds, PowerPoint
Education
Eckerd College 2007 — 2011
BA, Economics & Business Administration
Pottery Barn August 2015 - Present
Target January 2015 - Present
Target June 2014 - January 2015
Target January 2012 - June 2014
Mount Yale Capital Group September 2011 - January 2012
Merrill Lynch September 2009 - December 2011
Eckerd College February 2009 - May 2010
Eckerd College August 2009 - January 2010
Skills
Microsoft Excel, Merchandise Planning, Retail, Teamwork, Data Analysis, Finance, Investments, Management, Marketing, Microsoft Office, Mutual Funds, PowerPoint
Education
Eckerd College 2007 — 2011
BA, Economics & Business Administration
Michael Sabre Michael Sabre's Mount Yale Capital Group Experience January 2004 - Present
Job CFO / CCO at Mount Yale Capital Group
Industry Financial Services
Experience
Mount Yale Capital Group January 2004 - Present
Capital Management Partners, LLC 1992 - 2003
JP Morgan 1989 - 1991
Skills
Equities, Asset Managment, Financial Analysis, Investments, Bloomberg, Alternative Investments, Fund Of Funds, Hedge Funds, Securities, Mutual Funds, Financial Modeling, Corporate Finance, Fixed Income, Finance, Private Equity, Asset Management, Auditing, Investment Strategies, Asset Allocation, Valuation, Due Diligence
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Minnesota-Twin Cities
B.S., Economics / Political Science
Mount Yale Capital Group January 2004 - Present
Capital Management Partners, LLC 1992 - 2003
JP Morgan 1989 - 1991
Skills
Equities, Asset Managment, Financial Analysis, Investments, Bloomberg, Alternative Investments, Fund Of Funds, Hedge Funds, Securities, Mutual Funds, Financial Modeling, Corporate Finance, Fixed Income, Finance, Private Equity, Asset Management, Auditing, Investment Strategies, Asset Allocation, Valuation, Due Diligence
Education
UCLA Anderson School of Management 1987 — 1989
MBA, Finance
University of Minnesota-Twin Cities
B.S., Economics / Political Science
Adam Yungmeyer Adam Yungmeyer's Mount Yale Capital Group Experience June 2015 - Present
Job Junior Analyst at Mount Yale Capital Group, LLC
Industry Investment Management
Experience
Mount Yale Capital Group June 2015 - Present
V Wealth Management LLC November 2014 - January 2015
Elite Squad Tennis Club August 2008 - December 2013
Skills
Investments, Wealth Management, Athletic Training, Public Speaking, Leadership, Tennis, Microsoft Office, Sales, Marketing, Investment Banking, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Athletic Performance, Kinesiology
Education
University of Denver 2012 — 2016
Finance, Computer Science
University of Denver - Daniels College of Business 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Mount Yale Capital Group June 2015 - Present
V Wealth Management LLC November 2014 - January 2015
Elite Squad Tennis Club August 2008 - December 2013
Skills
Investments, Wealth Management, Athletic Training, Public Speaking, Leadership, Tennis, Microsoft Office, Sales, Marketing, Investment Banking, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Athletic Performance, Kinesiology
Education
University of Denver 2012 — 2016
Finance, Computer Science
University of Denver - Daniels College of Business 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Marissa Weaver's Mount Yale Capital Group Experience May 2008 - February 2011
Job Creative Services Manager at Victory Capital
Industry Investment Management
Experience
Victory Capital June 2015 - Present
Victory Capital Management March 2013 - June 2015
Curian Capital February 2011 - February 2013
Mount Yale Capital Group May 2008 - February 2011
Skills
Marketing, Sales, Mutual Funds, Competitive Analysis, Investments, Portfolio Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities, Alternative Investments, Strategy, Retirement Planning, Financial Analysis, Financial Services, Strategic Financial..., Market Research, Finance, Relationship Management
Education
University of Denver 2005 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Victory Capital June 2015 - Present
Victory Capital Management March 2013 - June 2015
Curian Capital February 2011 - February 2013
Mount Yale Capital Group May 2008 - February 2011
Skills
Marketing, Sales, Mutual Funds, Competitive Analysis, Investments, Portfolio Management, Series 7, Asset Management, Wealth Management, Asset Allocation, Equities, Alternative Investments, Strategy, Retirement Planning, Financial Analysis, Financial Services, Strategic Financial..., Market Research, Finance, Relationship Management
Education
University of Denver 2005 — 2008
Bachelor of Science in Business Administration, Finance and Marketing
Alex Dragten Alex Dragten's Mount Yale Capital Group Experience June 2014 - August 2014
Job Incoming Goldman Sachs Principal Investment Analyst
Industry Financial Services
Experience
Goldman Sachs June 2015 - August 2015
GAM May 2015 - June 2015
Mount Yale Capital Group June 2014 - August 2014
Goldman Sachs April 2014 - April 2014
Wrigley May 2013 - July 2013
The Navigators May 2012 - August 2012
Loki Hostel February 2012 - May 2012
Monument Hill Country Club May 2009 - August 2011
Skills
Microsoft Excel, Leadership, Event Planning, Team Leadership, Project Management, Investments, Public Speaking, Social Networking, Management, Microsoft Word, Time Management, Microsoft Office, Social Media, PowerPoint, Problem Solving, Bloomberg
Education
University of Colorado at Boulder 2012 — 2016
Finance & Economics
Goldman Sachs June 2015 - August 2015
GAM May 2015 - June 2015
Mount Yale Capital Group June 2014 - August 2014
Goldman Sachs April 2014 - April 2014
Wrigley May 2013 - July 2013
The Navigators May 2012 - August 2012
Loki Hostel February 2012 - May 2012
Monument Hill Country Club May 2009 - August 2011
Skills
Microsoft Excel, Leadership, Event Planning, Team Leadership, Project Management, Investments, Public Speaking, Social Networking, Management, Microsoft Word, Time Management, Microsoft Office, Social Media, PowerPoint, Problem Solving, Bloomberg
Education
University of Colorado at Boulder 2012 — 2016
Finance & Economics
Casey Ganer, CPA MBT Casey Ganer, CPA MBT's Mount Yale Capital Group Experience September 2005 - June 2006
Job Manager at Ganer + Ganer, PLLC
Industry Accounting
Experience
Ganer + Ganer, PLLC February 2015 - Present
RBZ, LLP October 2012 - February 2015
Ganer & Ganer October 2006 - May 2011
Mount Yale Capital Group September 2005 - June 2006
Skills
Tax, Accounting, Financial Reporting, Internal Controls, Tax Preparation, Tax Returns, Auditing, Financial Accounting, GAAP, Financial Statements, QuickBooks, Income Tax, General Ledger, US GAAP, Corporate Tax
Education
University of Southern California 2011 — 2012
Masters of Business Taxation, Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Ganer + Ganer, PLLC February 2015 - Present
RBZ, LLP October 2012 - February 2015
Ganer & Ganer October 2006 - May 2011
Mount Yale Capital Group September 2005 - June 2006
Skills
Tax, Accounting, Financial Reporting, Internal Controls, Tax Preparation, Tax Returns, Auditing, Financial Accounting, GAAP, Financial Statements, QuickBooks, Income Tax, General Ledger, US GAAP, Corporate Tax
Education
University of Southern California 2011 — 2012
Masters of Business Taxation, Accounting
University of Colorado at Boulder 2001 — 2005
Bachelor of Science (B.S.), Accounting and Finance
Tyler Burke Tyler Burke's Mount Yale Capital Group Experience May 2012 - February 2013
Job Senior Analyst at RCBG
Industry Management Consulting
Experience
RCBG February 2015 - Present
RCBG February 2013 - February 2015
Mount Yale Capital Group May 2012 - February 2013
Morgan Stanley Smith Barney June 2011 - September 2011
TnT Group June 2010 - September 2010
Skills
Financial Analysis, Investments, Finance, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Venture Capital, Microsoft Word, Market Research, Strategy, Equity Research, Microsoft Publisher, Strategic Consulting, Management Consulting, Competitive Analysis, Business Development, Go-to-market Strategy, Big Data, Leadership, Public Speaking, Telecommunications, Business Strategy, Microsoft Office, Competitive Intelligence, Internet of Things, Home Automation, Financial Modeling, Due Diligence, Research, Consulting
Education
University of Denver - Daniels College of Business
Bachelor of Business Administration (BBA), Economics
Universidad Internacional Menéndez Pelayo
RCBG February 2015 - Present
RCBG February 2013 - February 2015
Mount Yale Capital Group May 2012 - February 2013
Morgan Stanley Smith Barney June 2011 - September 2011
TnT Group June 2010 - September 2010
Skills
Financial Analysis, Investments, Finance, Mergers & Acquisitions, Microsoft Excel, PowerPoint, Venture Capital, Microsoft Word, Market Research, Strategy, Equity Research, Microsoft Publisher, Strategic Consulting, Management Consulting, Competitive Analysis, Business Development, Go-to-market Strategy, Big Data, Leadership, Public Speaking, Telecommunications, Business Strategy, Microsoft Office, Competitive Intelligence, Internet of Things, Home Automation, Financial Modeling, Due Diligence, Research, Consulting
Education
University of Denver - Daniels College of Business
Bachelor of Business Administration (BBA), Economics
Universidad Internacional Menéndez Pelayo
Jason Van Thiel's Mount Yale Capital Group Experience May 2010 - July 2015
Job MBA Candidate, UC Berkeley, Haas School of Business
Industry Investment Management
Experience
Mount Yale Capital Group May 2010 - July 2015
Mount Yale Capital Group September 2006 - May 2010
Mount Yale Capital Group May 2005 - September 2006
Harvard Financial Partners January 2005 - April 2005
Skills
Asset Allocation, Investment Strategies, Due Diligence, Performance Analysis, Financial Reporting, International Investing, Portfolio Modeling, Fixed Income, Portfolio Management, Investments, Finance, Private Equity, Investment Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance
Mount Yale Capital Group May 2010 - July 2015
Mount Yale Capital Group September 2006 - May 2010
Mount Yale Capital Group May 2005 - September 2006
Harvard Financial Partners January 2005 - April 2005
Skills
Asset Allocation, Investment Strategies, Due Diligence, Performance Analysis, Financial Reporting, International Investing, Portfolio Modeling, Fixed Income, Portfolio Management, Investments, Finance, Private Equity, Investment Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds
Education
University of California, Berkeley, Haas School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance
Bill Rohlf Bill Rohlf's Mount Yale Capital Group Experience March 2008 - Present
Job Vice President of Operations for Mount Yale Capital LLC
Industry Financial Services
Experience
Mount Yale Capital Group March 2008 - Present
Hennenpin County Library Board Foundation December 2004 - December 2010
EMC Paradigm Publishing July 2002 - July 2003
U S WEST August 1999 - August 2001
U S WEST April 1997 - August 1999
Xerox Corporation January 1993 - May 1995
Xerox Corporation December 1991 - January 1993
Xerox Corporation August 1989 - December 1991
Skills
Compliance, Strategic Planning, Operations Management, Executive Management, Product Development, Negotiation, Sales Management, New Business Development
Education
Saint Thomas Academy
University of Minnesota-Twin Cities
BA, Business, Political Science
Mount Yale Capital Group March 2008 - Present
Hennenpin County Library Board Foundation December 2004 - December 2010
EMC Paradigm Publishing July 2002 - July 2003
U S WEST August 1999 - August 2001
U S WEST April 1997 - August 1999
Xerox Corporation January 1993 - May 1995
Xerox Corporation December 1991 - January 1993
Xerox Corporation August 1989 - December 1991
Skills
Compliance, Strategic Planning, Operations Management, Executive Management, Product Development, Negotiation, Sales Management, New Business Development
Education
Saint Thomas Academy
University of Minnesota-Twin Cities
BA, Business, Political Science
Evan Parrott Evan Parrott's Mount Yale Capital Group Experience June 2011 - November 2014
Job Investment Analyst at Mount Yale Capital Group, LLC
Industry Financial Services
Experience
Mount Yale Capital Group June 2011 - November 2014
Mount Yale Capital Group November 2010 - May 2011
Target June 2010 - August 2010
The Minnesota Daily August 2008 - August 2009
Mount Yale Capital Group September 2008 - July 2009
Northwestern Mutual May 2008 - August 2008
Skills
Investments, Asset Allocation, Finance, Investment Strategies, Due Diligence, Accounting, Financial Modeling, Financial Analysis, Bloomberg, Alternative Investments, Valuation, Equities, Risk Management
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
University of Minnesota-Twin Cities 2007 — 2011
BSB, Finance
Mount Yale Capital Group June 2011 - November 2014
Mount Yale Capital Group November 2010 - May 2011
Target June 2010 - August 2010
The Minnesota Daily August 2008 - August 2009
Mount Yale Capital Group September 2008 - July 2009
Northwestern Mutual May 2008 - August 2008
Skills
Investments, Asset Allocation, Finance, Investment Strategies, Due Diligence, Accounting, Financial Modeling, Financial Analysis, Bloomberg, Alternative Investments, Valuation, Equities, Risk Management
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
University of Minnesota-Twin Cities 2007 — 2011
BSB, Finance
Rudge Dickinson CAIA Rudge Dickinson CAIA's Mount Yale Capital Group Experience September 2000 - April 2006
Job Private Wealth Management
Industry Investment Management
Experience
The Milestone Group May 2006 - Present
Mount Yale Capital Group September 2000 - April 2006
AIMCO September 1999 - September 2000
Solstice Capital May 1998 - September 1998
Janus Capital Group 1992 - 1997
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Colorado Boulder 1989 — 1992
B.S., Finance
The Milestone Group May 2006 - Present
Mount Yale Capital Group September 2000 - April 2006
AIMCO September 1999 - September 2000
Solstice Capital May 1998 - September 1998
Janus Capital Group 1992 - 1997
Education
Southern Methodist University - Cox School of Business 1997 — 1999
MBA, Finance
University of Colorado Boulder 1989 — 1992
B.S., Finance
Joseph Mallen Joseph Mallen's Mount Yale Capital Group Experience 2007 - 2010
Job Chief Investment Officer at Sawtooth Solutions
Industry Investment Management
Experience
Sawtooth Solutions 2014 - Present
Columbia Management 2012 - 2014
AI Advisors, LLC 2011 - 2012
Mount Yale Capital Group 2007 - 2010
Mount Yale Capital Group 2005 - 2007
Mount Yale Capital Group 2004 - 2005
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Equities, Fixed Income, Quantitative Finance, Quantitative Research, Portfolio Management, Trading, Investments, Financial Modeling, Securities, Mutual Funds, Bonds, Capital Markets, Derivatives, Equity Research, Asset Managment, Fund Of Funds, Investment Strategies, Asset Management, Emerging Markets, Programming, Statistical Arbitrage, SQL, VBA, Bloomberg
Education
London Business School 2010 — 2011
Masters in Finance, Quantitative Finance
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelors of Science in Business, Finance
Sawtooth Solutions 2014 - Present
Columbia Management 2012 - 2014
AI Advisors, LLC 2011 - 2012
Mount Yale Capital Group 2007 - 2010
Mount Yale Capital Group 2005 - 2007
Mount Yale Capital Group 2004 - 2005
Skills
Asset Allocation, Investment Management, Alternative Investments, Hedge Funds, Equities, Fixed Income, Quantitative Finance, Quantitative Research, Portfolio Management, Trading, Investments, Financial Modeling, Securities, Mutual Funds, Bonds, Capital Markets, Derivatives, Equity Research, Asset Managment, Fund Of Funds, Investment Strategies, Asset Management, Emerging Markets, Programming, Statistical Arbitrage, SQL, VBA, Bloomberg
Education
London Business School 2010 — 2011
Masters in Finance, Quantitative Finance
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelors of Science in Business, Finance
Linda Campbell Linda Campbell's Mount Yale Capital Group Experience August 2005 - Present
Job Executive Assistant at Mount Yale Capital Group
Industry Financial Services
Experience
Mount Yale Capital Group August 2005 - Present
Education
St. Cloud State University 1966 — 1971
BS, English, Psychology
Mount Yale Capital Group August 2005 - Present
Education
St. Cloud State University 1966 — 1971
BS, English, Psychology
Abhijit Dande, CFA's Mount Yale Capital Group Experience 2005 - 2006
Job Sr. Director, Market Risk at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2011 - Present
John Hancock September 2010 - July 2011
John Hancock July 2008 - September 2010
Fortis Investments July 2006 - July 2008
Mount Yale Capital Group 2005 - 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Credit, Risk Management, Equities, Capital Markets, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities 2002 — 2004
Indian Institute of Technology, Madras 1998 — 2002
B. Tech, Mechanical Engineering
Fidelity Investments July 2011 - Present
John Hancock September 2010 - July 2011
John Hancock July 2008 - September 2010
Fortis Investments July 2006 - July 2008
Mount Yale Capital Group 2005 - 2006
Skills
Derivatives, Fixed Income, Financial Modeling, Credit, Risk Management, Equities, Capital Markets, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities 2002 — 2004
Indian Institute of Technology, Madras 1998 — 2002
B. Tech, Mechanical Engineering
Jared Hillman's Mount Yale Capital Group Experience May 2006 - January 2011
Job VP of Trading at Sawtooth Solutions LLC
Industry Financial Services
Experience
SEO Marketing January 2011 - December 2011
Mount Yale Capital Group May 2006 - January 2011
Skills
Series 65
Education
Macalester College 2002 — 2006
SEO Marketing January 2011 - December 2011
Mount Yale Capital Group May 2006 - January 2011
Skills
Series 65
Education
Macalester College 2002 — 2006
Andrew Flis's Mount Yale Capital Group Experience August 2008 - January 2009
Job Research Associate at William Blair & Company
Industry Investment Management
Experience
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
William Blair & Company October 2014 - Present
Robert W. Baird & Co. July 2012 - October 2014
Robert W. Baird & Co. September 2009 - July 2012
Carlson Growth Fund May 2008 - May 2009
Mount Yale Capital Group August 2008 - January 2009
Ameriprise Financial June 2008 - September 2008
Merrill Lynch June 2006 - August 2006
Skills
Valuation, Financial Analysis, Equity Research, Equities, Financial Modeling, Investments
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Finance, Marketing, Entrepreneurial Management
John Semich Jr, CFA's Mount Yale Capital Group Experience 2006 - 2007
Job Senior Financial Analyst at MarkWest Hydrocarbon
Industry Financial Services
Experience
MarkWest Hydrocarbon 2011 - Present
Filsinger Energy Partners 2010 - February 2011
International Trading Group 2008 - 2009
Birchwood Resources September 2007 - February 2008
Mount Yale Capital Group 2006 - 2007
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
MarkWest Hydrocarbon 2011 - Present
Filsinger Energy Partners 2010 - February 2011
International Trading Group 2008 - 2009
Birchwood Resources September 2007 - February 2008
Mount Yale Capital Group 2006 - 2007
Education
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance
Trent Trujillo's Mount Yale Capital Group Experience September 2010 - June 2012
Job Equity Research Associate U.S. REITs at UBS Investment Bank
Industry Investment Management
Experience
UBS Investment Bank August 2014 - Present
NYU Stern School of Business July 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Mount Yale Capital Group September 2010 - June 2012
Mount Yale Capital Group November 2004 - September 2010
Skills
Financial Analysis, Asset Allocation, Asset Managment, Investment Management, Portfolio Management, Risk Management, Fund Administration, Fund Of Funds, Alternative Investments, Hedge Funds, Investments, Equities, Managed Futures, Mutual Funds, Investor Relations, Bloomberg, Spanish, Equity Research, Due Diligence, Asset Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
MBA, Class of 2014, Finance, General
University of Denver - Daniels College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance
UBS Investment Bank August 2014 - Present
NYU Stern School of Business July 2012 - June 2014
UBS Investment Bank June 2013 - August 2013
Mount Yale Capital Group September 2010 - June 2012
Mount Yale Capital Group November 2004 - September 2010
Skills
Financial Analysis, Asset Allocation, Asset Managment, Investment Management, Portfolio Management, Risk Management, Fund Administration, Fund Of Funds, Alternative Investments, Hedge Funds, Investments, Equities, Managed Futures, Mutual Funds, Investor Relations, Bloomberg, Spanish, Equity Research, Due Diligence, Asset Management, Financial Markets
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
MBA, Class of 2014, Finance, General
University of Denver - Daniels College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance
Nancy Wefler's Mount Yale Capital Group Experience August 2006 - Present
Job Vice President at Mount Yale Capital Group
Industry Financial Services
Experience
Minnesota Hockey April 2010 - Present
Mount Yale Capital Group August 2006 - Present
Designed Business Systems 1999 - 2006
West Pac 1988 - 1999
Color Ad Packaging 1982 - 1987
Skills
Asset Managment, Project Management, Finance, Microsoft Excel, Microsoft Office, Process Improvement, Alternative Investments, Financial Analysis, Thought Leadership, Business Analysis, Hedge Funds, Portfolio Management
Education
Minnesota School of Business 1981 — 1982
Assoc, Programming
University of Minnesota-Twin Cities 1975 — 1980
BA, Mathematics
Evanston Township High School 1971 — 1975
Minnesota Hockey April 2010 - Present
Mount Yale Capital Group August 2006 - Present
Designed Business Systems 1999 - 2006
West Pac 1988 - 1999
Color Ad Packaging 1982 - 1987
Skills
Asset Managment, Project Management, Finance, Microsoft Excel, Microsoft Office, Process Improvement, Alternative Investments, Financial Analysis, Thought Leadership, Business Analysis, Hedge Funds, Portfolio Management
Education
Minnesota School of Business 1981 — 1982
Assoc, Programming
University of Minnesota-Twin Cities 1975 — 1980
BA, Mathematics
Evanston Township High School 1971 — 1975
Brad Edson, CFA's Mount Yale Capital Group Experience June 2006 - April 2011
Job Associate at Perella Weinberg Partners
Industry Investment Management
Experience
Perella Weinberg Partners April 2011 - Present
Mount Yale Capital Group June 2006 - April 2011
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Bloomberg, Investment Management
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Perella Weinberg Partners April 2011 - Present
Mount Yale Capital Group June 2006 - April 2011
Skills
Alternative Investments, Asset Allocation, Equities, Hedge Funds, Bloomberg, Investment Management
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
Brent Lindaman, CFA's Mount Yale Capital Group Experience September 2007 - June 2009
Job Associate Investment Guidelines Compliance at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners October 2014 - Present
Northern Trust Corporation May 2013 - October 2014
Breakwater Trading July 2009 - March 2013
Mount Yale Capital Group September 2007 - June 2009
Allston Trading June 2006 - January 2007
Skills
Proprietary Trading
Education
University of Nebraska at Omaha 2003 — 2006
BSBA, Investment Science, Finance, Commercial Banking
Guggenheim Partners October 2014 - Present
Northern Trust Corporation May 2013 - October 2014
Breakwater Trading July 2009 - March 2013
Mount Yale Capital Group September 2007 - June 2009
Allston Trading June 2006 - January 2007
Skills
Proprietary Trading
Education
University of Nebraska at Omaha 2003 — 2006
BSBA, Investment Science, Finance, Commercial Banking
John Sitarz, CPA's Mount Yale Capital Group Experience June 2011 - December 2011
Job Associate at Harris Associates
Industry Investment Management
Experience
Harris Associates June 2015 - Present
Harris Associates November 2013 - May 2015
Deloitte September 2012 - September 2013
Investment Management Associates May 2012 - September 2012
University of Denver June 2012 - August 2012
Mount Yale Capital Group June 2011 - December 2011
MainLine West LLC 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Bloomberg, Financial Accounting, Auditing, Microsoft Excel, Asset Managment, Portfolio Management, Capital IQ, Accounting, FactSet, Investments, Equities, Equity Research, Bloomberg Terminal, Financial Reporting, Market Research, Research
Education
University of Denver - Daniels College of Business 2008 — 2012
BS, Accounting, Cum Laude
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science in Business Administration (BBA), Finance, Cum Laude
Universitat Pompeu Fabra 2010 — 2010
Harris Associates June 2015 - Present
Harris Associates November 2013 - May 2015
Deloitte September 2012 - September 2013
Investment Management Associates May 2012 - September 2012
University of Denver June 2012 - August 2012
Mount Yale Capital Group June 2011 - December 2011
MainLine West LLC 2010 - 2010
Skills
Financial Analysis, Financial Modeling, Valuation, Finance, Bloomberg, Financial Accounting, Auditing, Microsoft Excel, Asset Managment, Portfolio Management, Capital IQ, Accounting, FactSet, Investments, Equities, Equity Research, Bloomberg Terminal, Financial Reporting, Market Research, Research
Education
University of Denver - Daniels College of Business 2008 — 2012
BS, Accounting, Cum Laude
University of Denver - Daniels College of Business 2008 — 2012
Bachelor of Science in Business Administration (BBA), Finance, Cum Laude
Universitat Pompeu Fabra 2010 — 2010
Patrick Krulik, CFA's Mount Yale Capital Group Experience 2005 - 2007
Job VP, Investment Strategy Consultant at Envestnet Asset Management
Industry Financial Services
Experience
Envestnet Asset Management March 2012 - Present
Envestnet Asset Management September 2007 - March 2012
Mount Yale Capital Group 2005 - 2007
Skills
Investments, Mutual Funds, Asset Allocation, Separately Managed..., Investment Management, Alternative Investments, ETFs, Asset Managment, Equities, Hedge Funds, Fund Of Funds, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BSBA, Finance
Envestnet Asset Management March 2012 - Present
Envestnet Asset Management September 2007 - March 2012
Mount Yale Capital Group 2005 - 2007
Skills
Investments, Mutual Funds, Asset Allocation, Separately Managed..., Investment Management, Alternative Investments, ETFs, Asset Managment, Equities, Hedge Funds, Fund Of Funds, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BSBA, Finance
Jack Hendershott's Mount Yale Capital Group Experience July 2011 - August 2011
Job Loan Document Specialist at Wells Fargo Home Mortgage
Industry
Experience
Wells Fargo Home Mortgage August 2012 - Present
Mount Yale Capital Group July 2011 - August 2011
Skills
Microsoft Office
Education
Breck
Gustavus Adolphus College 2008 — 2012
Financial Economics
Wells Fargo Home Mortgage August 2012 - Present
Mount Yale Capital Group July 2011 - August 2011
Skills
Microsoft Office
Education
Breck
Gustavus Adolphus College 2008 — 2012
Financial Economics
Alex Altman's Mount Yale Capital Group Experience March 2015 - Present
Job Investment Analyst at Mount Yale Capital Group
Industry Financial Services
Experience
Mount Yale Capital Group March 2015 - Present
U.S. Bank May 2013 - March 2015
Skills
Facebook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Leadership
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Arts (B.A.), Finance
Eden Prairie High School 2007 — 2011
Business
Mount Yale Capital Group March 2015 - Present
U.S. Bank May 2013 - March 2015
Skills
Facebook, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Leadership
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Arts (B.A.), Finance
Eden Prairie High School 2007 — 2011
Business
Sarah Herold's Mount Yale Capital Group Experience July 2006 - October 2007
Job Teacher's Aide at Discovery Child Care
Industry Executive Office
Experience
Discovery Child Care August 2012 - Present
n/a - currently unemployed August 2010 - August 2012
Dental Services Group November 2007 - April 2010
Twiggs Salonspa February 2004 - March 2008
Polaroid April 2007 - October 2007
Mount Yale Capital Group July 2006 - October 2007
Jundt Associates November 2005 - July 2006
TJ Maxx June 2002 - April 2004
Serenity Spa & Salon January 2001 - June 2002
TJ Maxx October 1997 - June 2002
Skills
Microsoft Office, Problem Solving, Customer Relations, Excel, Customer Service, Microsoft Excel
Education
National American University 1999 — 2001
Associate of Science (A.S.), Massage Therapy/Therapeutic Massage
Bismarck State College 1998 — 1999
Associate of Arts and Sciences (A.A.S.), General Studies
Discovery Child Care August 2012 - Present
n/a - currently unemployed August 2010 - August 2012
Dental Services Group November 2007 - April 2010
Twiggs Salonspa February 2004 - March 2008
Polaroid April 2007 - October 2007
Mount Yale Capital Group July 2006 - October 2007
Jundt Associates November 2005 - July 2006
TJ Maxx June 2002 - April 2004
Serenity Spa & Salon January 2001 - June 2002
TJ Maxx October 1997 - June 2002
Skills
Microsoft Office, Problem Solving, Customer Relations, Excel, Customer Service, Microsoft Excel
Education
National American University 1999 — 2001
Associate of Science (A.S.), Massage Therapy/Therapeutic Massage
Bismarck State College 1998 — 1999
Associate of Arts and Sciences (A.A.S.), General Studies
Daniel Amen's Mount Yale Capital Group Experience July 2014 - Present
Job General Counsel at Mount Yale Capital Group
Industry Law Practice
Experience
Mount Yale Capital Group July 2014 - Present
Amen Business Law, PLLC August 2014 - Present
Faegre Baker Daniels LLP August 1982 - July 2014
Skills
Corporate Law, Mergers & Acquisitions, Loan Documents
Education
University of Nebraska College of Law 1979 — 1982
JD, Law
University of Nebraska-Lincoln 1975 — 1979
BS, Accounting
Mount Yale Capital Group July 2014 - Present
Amen Business Law, PLLC August 2014 - Present
Faegre Baker Daniels LLP August 1982 - July 2014
Skills
Corporate Law, Mergers & Acquisitions, Loan Documents
Education
University of Nebraska College of Law 1979 — 1982
JD, Law
University of Nebraska-Lincoln 1975 — 1979
BS, Accounting
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY