Northland Securities
Industry: Capital market company
DescriptionHeadquarters: Minneapolis, MN Founded: 2002 Subsidiaries: Summer Street Research Partners, Northland Capital Markets, Northland Asset Management Parent organization: Northland Capital Holdings, Inc.
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Northland Securities Employees
Employee
Years
Job
Industry
Jim Kubik Jim Kubik's Northland Securities Experience March 2012 - Present
Job Managing Director Institutional Sales at Northland Securities
Industry Financial Services
Experience
Northland Securities March 2012 - Present
BMO Capital Markets GKST June 2008 - February 2012
Griffin, Kubik, Stephens & Thompson 1980 - 2008
Skills
Institutional Sales, Capital Markets, Portfolio Management, Sales Management, Finance, Bonds, Leadership, Team Building
Education
Northern Illinois University 1967 — 1970
Bachelor of Science (BS), Marketing
Northland Securities March 2012 - Present
BMO Capital Markets GKST June 2008 - February 2012
Griffin, Kubik, Stephens & Thompson 1980 - 2008
Skills
Institutional Sales, Capital Markets, Portfolio Management, Sales Management, Finance, Bonds, Leadership, Team Building
Education
Northern Illinois University 1967 — 1970
Bachelor of Science (BS), Marketing
Dan Maslow Dan Maslow's Northland Securities Experience 2010 - 2010
Job Account Executive at Sunquest Information Systems
Industry Information Technology and Services
Experience
Sunquest Information Systems March 2013 - Present
GE Capital 2011 - 2012
Northland Securities 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Analytics, Valuation, Microsoft Excel, Due Diligence, Business Strategy, Strategic Planning, Project Management, Marketing Strategy, Investments, Market Research, Equities, Solution Selling, Microsoft Office, Management Consulting, Competitive Analysis
Education
Wharton School, University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.)
Sunquest Information Systems March 2013 - Present
GE Capital 2011 - 2012
Northland Securities 2010 - 2010
Skills
Financial Modeling, Financial Analysis, Analytics, Valuation, Microsoft Excel, Due Diligence, Business Strategy, Strategic Planning, Project Management, Marketing Strategy, Investments, Market Research, Equities, Solution Selling, Microsoft Office, Management Consulting, Competitive Analysis
Education
Wharton School, University of Pennsylvania 2005 — 2009
Bachelor of Science (B.S.)
Chuck Cochran Chuck Cochran's Northland Securities Experience June 2011 - November 2013
Job Director of Operations/OSJ Branch Manager at Bennett, Mastin & Kosmak, Inc.
Industry Financial Services
Experience
Bennett, Mastin & Kosmak, Inc. January 2014 - Present
Northland Securities June 2011 - November 2013
Allianz Life May 2009 - February 2010
Allianz Life March 2007 - May 2009
American Express Financial Advisors, Inc January 2001 - January 2004
Education
Principia College
B.A, Political Science
Bennett, Mastin & Kosmak, Inc. January 2014 - Present
Northland Securities June 2011 - November 2013
Allianz Life May 2009 - February 2010
Allianz Life March 2007 - May 2009
American Express Financial Advisors, Inc January 2001 - January 2004
Education
Principia College
B.A, Political Science
Jeff Houston, CFA Jeff Houston, CFA's Northland Securities Experience 2015 - Present
Job Managing Director, Senior Research Analyst at Northland Securities
Industry Investment Management
Experience
Northland Securities 2015 - Present
Barrington Research Associates, Inc. 2011 - 2015
William Blair and Company 2004 - 2011
Houlihan Valuation Advisors 2001 - 2004
Software, Non-Profit, Military, and Higher-Education Sectors 1997 - 2001
Education
CFA Institute 2003 — 2006
CFA, accounting, corporate finance, financial analysis, quantitative methods, economics, money management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M.B.A., Finance
Indiana University Bloomington 1994 — 1999
B.A., Computer Science and Philosophy
Northland Securities 2015 - Present
Barrington Research Associates, Inc. 2011 - 2015
William Blair and Company 2004 - 2011
Houlihan Valuation Advisors 2001 - 2004
Software, Non-Profit, Military, and Higher-Education Sectors 1997 - 2001
Education
CFA Institute 2003 — 2006
CFA, accounting, corporate finance, financial analysis, quantitative methods, economics, money management
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M.B.A., Finance
Indiana University Bloomington 1994 — 1999
B.A., Computer Science and Philosophy
Byron Cone Byron Cone's Northland Securities Experience July 2013 - January 2014
Job General Manager at The Golf Club at Rio Vista
Industry Financial Services
Experience
The Golf Club at Rio Vista January 2015 - Present
Alamo Capital February 2014 - December 2014
Northland Securities July 2013 - January 2014
Ameriprise Financial Services, Inc. April 2011 - July 2013
Skills
Retirement, Insurance, Financial Analysis, Investments, Retirement Planning, Financial Advisory, Sales Management, Series 7, Finance, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Uniform Combined State..., Investment Strategies, Employee Benefits
Education
California State University-Chico 1985 — 1990
The Golf Club at Rio Vista January 2015 - Present
Alamo Capital February 2014 - December 2014
Northland Securities July 2013 - January 2014
Ameriprise Financial Services, Inc. April 2011 - July 2013
Skills
Retirement, Insurance, Financial Analysis, Investments, Retirement Planning, Financial Advisory, Sales Management, Series 7, Finance, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Uniform Combined State..., Investment Strategies, Employee Benefits
Education
California State University-Chico 1985 — 1990
Kaitlin Schoch Kaitlin Schoch's Northland Securities Experience May 2014 - October 2014
Job Account Manager at Swett & Crawford
Industry Insurance
Experience
Swett & Crawford, A CGSC Company March 2015 - Present
Northland Securities May 2014 - October 2014
Marquette University January 2014 - May 2014
Giordano's - Famous Stuffed Pizza September 2009 - March 2014
XL Group May 2012 - January 2013
Skills
Networking, Entrepreneurship, Advertising, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Multi Tasking, Marketing, Public Relations, Leadership, InDesign, Photoshop, Customer Service
Education
Marquette University 2010 — 2014
Bachelor's degree, Advertising
Swett & Crawford, A CGSC Company March 2015 - Present
Northland Securities May 2014 - October 2014
Marquette University January 2014 - May 2014
Giordano's - Famous Stuffed Pizza September 2009 - March 2014
XL Group May 2012 - January 2013
Skills
Networking, Entrepreneurship, Advertising, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Time Management, Multi Tasking, Marketing, Public Relations, Leadership, InDesign, Photoshop, Customer Service
Education
Marquette University 2010 — 2014
Bachelor's degree, Advertising
Brent Behn Brent Behn's Northland Securities Experience January 2012 - Present
Job Experienced Leader and Coach at driving sales and financial results.
Industry Management Consulting
Experience
Northland Securities January 2012 - Present
Cleantech Open June 2010 - February 2012
Behn, Inc. January 2001 - January 2012
NC, LLC March 2002 - December 2008
Stockwalk.com February 2000 - March 2002
Andersen Consulting August 1995 - March 2000
University of Dubuque April 1991 - October 1992
Skills
Renewable Energy, Business Development, Solar Energy, Energy, Wind, Strategy, Waste to Energy, Fuel, Venture Capital, Mergers, Start-ups, Due Diligence, Private Equity, Corporate Development, Project Finance, Financial Modeling, Strategic Partnerships, Entrepreneurship, Business Strategy, Investments, Leadership, Product Development, Valuation, Mergers & Acquisitions, Finance, Cleantech, Program Management, Investment Banking, Management Consulting, Executive Management, Project Management
Education
University of Iowa 1992 — 1995
MBA, Finance
University of Dubuque 1988 — 1992
B.S., Flight Operations/Aviation Management
Northland Securities January 2012 - Present
Cleantech Open June 2010 - February 2012
Behn, Inc. January 2001 - January 2012
NC, LLC March 2002 - December 2008
Stockwalk.com February 2000 - March 2002
Andersen Consulting August 1995 - March 2000
University of Dubuque April 1991 - October 1992
Skills
Renewable Energy, Business Development, Solar Energy, Energy, Wind, Strategy, Waste to Energy, Fuel, Venture Capital, Mergers, Start-ups, Due Diligence, Private Equity, Corporate Development, Project Finance, Financial Modeling, Strategic Partnerships, Entrepreneurship, Business Strategy, Investments, Leadership, Product Development, Valuation, Mergers & Acquisitions, Finance, Cleantech, Program Management, Investment Banking, Management Consulting, Executive Management, Project Management
Education
University of Iowa 1992 — 1995
MBA, Finance
University of Dubuque 1988 — 1992
B.S., Flight Operations/Aviation Management
Dan Pesek, CPA Dan Pesek, CPA's Northland Securities Experience June 2012 - August 2012
Job Assurance Associate at McGladrey LLP
Industry Accounting
Experience
McGladrey October 2013 - Present
Northland Securities June 2012 - August 2012
Skyline Exhibits May 2011 - August 2011
Industrial Netting May 2010 - August 2010
Skills
Marketing, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Social Media, Access, Microsoft Word, Financial Modeling, Teamwork, Leadership, Management
Education
St. John's University 2009 — 2013
Accounting and Finance, Accounting/Finance
Totino-Grace High School 2005 — 2009
Diploma
McGladrey October 2013 - Present
Northland Securities June 2012 - August 2012
Skyline Exhibits May 2011 - August 2011
Industrial Netting May 2010 - August 2010
Skills
Marketing, Microsoft Excel, Financial Analysis, PowerPoint, Customer Service, Microsoft Office, Public Speaking, Social Media, Access, Microsoft Word, Financial Modeling, Teamwork, Leadership, Management
Education
St. John's University 2009 — 2013
Accounting and Finance, Accounting/Finance
Totino-Grace High School 2005 — 2009
Diploma
Nolan Palmer's Northland Securities Experience April 2015 - October 2015
Job Equity Research Associate at ROTH Capital Partners
Industry Capital Markets
Experience
ROTH Capital Partners October 2015 - Present
Northland Securities April 2015 - October 2015
OPIN Systems May 2013 - April 2015
Life Time Fitness 2011 - 2013
Skills
Equity Research, Trend Analysis, Economics, Investments, Portfolio Management, Technical Analysis, Fundamental Analysis, Risk Management, Options Strategies, Currency Exchange, Equity Trading, Equity Valuation, Futures Trading, Equity Research Analysis
Education
Bethel University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Finance, Cum Laude
University of Nicosia 2013 — 2013
International Business
ROTH Capital Partners October 2015 - Present
Northland Securities April 2015 - October 2015
OPIN Systems May 2013 - April 2015
Life Time Fitness 2011 - 2013
Skills
Equity Research, Trend Analysis, Economics, Investments, Portfolio Management, Technical Analysis, Fundamental Analysis, Risk Management, Options Strategies, Currency Exchange, Equity Trading, Equity Valuation, Futures Trading, Equity Research Analysis
Education
Bethel University 2011 — 2014
Bachelor of Arts (B.A.), Economics and Finance, Cum Laude
University of Nicosia 2013 — 2013
International Business
Robert Kalbouss's Northland Securities Experience March 2012 - October 2012
Job Sr. Market Strategy Analyst at Pinnergy
Industry Oil & Energy
Experience
Pinnergy August 2014 - Present
Baker Hughes October 2012 - March 2014
Northland Securities March 2012 - October 2012
RBC Capital Markets November 2010 - March 2012
IHS May 2009 - October 2010
Baer Engineering and Environmental Consulting, Inc. January 2008 - May 2009
State Street February 2007 - December 2007
TRC August 2006 - February 2007
Caucasus Seismic Information Network April 2006 - July 2006
Skills
Upstream, Equity Research, Valuation, Natural Gas, Financial Modeling, Data Analysis, Petroleum, Analytics, Energy, Geology, Data Management, GIS, Earth Science, Business Strategy, Reserve Analysis, Investments, Capital Markets, Market Research, Series 7, Mergers, Oil, Big Data Analytics, CRM Integration, Oilfield Water..., Well Economics, Macroeconomics, Mergers
Education
Boston College 2005 — 2007
MS (candidate), Geophysics
State University of New York at New Paltz 2001 — 2005
BS, Geology; Minor, Mathematics
Brebeuf Jesuit Preparartory, Indianapolis
Diploma
Pinnergy August 2014 - Present
Baker Hughes October 2012 - March 2014
Northland Securities March 2012 - October 2012
RBC Capital Markets November 2010 - March 2012
IHS May 2009 - October 2010
Baer Engineering and Environmental Consulting, Inc. January 2008 - May 2009
State Street February 2007 - December 2007
TRC August 2006 - February 2007
Caucasus Seismic Information Network April 2006 - July 2006
Skills
Upstream, Equity Research, Valuation, Natural Gas, Financial Modeling, Data Analysis, Petroleum, Analytics, Energy, Geology, Data Management, GIS, Earth Science, Business Strategy, Reserve Analysis, Investments, Capital Markets, Market Research, Series 7, Mergers, Oil, Big Data Analytics, CRM Integration, Oilfield Water..., Well Economics, Macroeconomics, Mergers
Education
Boston College 2005 — 2007
MS (candidate), Geophysics
State University of New York at New Paltz 2001 — 2005
BS, Geology; Minor, Mathematics
Brebeuf Jesuit Preparartory, Indianapolis
Diploma
Carla Fitz Carla Fitz's Northland Securities Experience January 2007 - March 2014
Job Senior Client Services Representative at Fortune Financial
Industry Financial Services
Experience
Northland Securities January 2007 - March 2014
Adults and Childrens Alliance 2004 - 2007
Skills
Series 7, Customer Service, System Administration, Manage Client..., Investments, Series 63, Vendor Relationships, Due Diligence, Equities, FINRA, Securities, Mutual Funds, Fundraising, Market Research, Production Support, Financial Analysis, Life & Health Insurance..., Licensed Property &..., Time Management, Written Correspondence
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Arts (B.A.), Women's Studies + Political Science
Northland Securities January 2007 - March 2014
Adults and Childrens Alliance 2004 - 2007
Skills
Series 7, Customer Service, System Administration, Manage Client..., Investments, Series 63, Vendor Relationships, Due Diligence, Equities, FINRA, Securities, Mutual Funds, Fundraising, Market Research, Production Support, Financial Analysis, Life & Health Insurance..., Licensed Property &..., Time Management, Written Correspondence
Education
University of Minnesota-Twin Cities 1989 — 1994
Bachelor of Arts (B.A.), Women's Studies + Political Science
Ian Kell Ian Kell's Northland Securities Experience May 2011 - June 2012
Job Financial Services Senior Financial Analyst at Best Buy
Industry Consumer Electronics
Experience
Best Buy 2013 - Present
Baker East Partners 2013 - 2013
Chartwell Capital 2012 - 2013
Northland Securities May 2011 - June 2012
Northland Securities May 2009 - May 2011
Skills
Corporate Finance, Financial Modeling, Budgeting, Ad Hoc Reporting, Forecasting, Financial Reporting, Finance, Variance Analysis, Large-scale Data..., Financial Process..., Business Analysis, Essbase, Business Objects, TM1, QlikView, Portfolio Performance..., Capital Project Planning, Equity Research, SaaS Accounting, Valuation, Financial Analysis, Capital Markets, Equities, Bloomberg, Investments, Portfolio Management, Equity Valuation, Asset Management, Due Diligence, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2007 — 2009
Master of Business Administration (MBA)
Tufts University
Bachelor of Arts (B.A.)
Best Buy 2013 - Present
Baker East Partners 2013 - 2013
Chartwell Capital 2012 - 2013
Northland Securities May 2011 - June 2012
Northland Securities May 2009 - May 2011
Skills
Corporate Finance, Financial Modeling, Budgeting, Ad Hoc Reporting, Forecasting, Financial Reporting, Finance, Variance Analysis, Large-scale Data..., Financial Process..., Business Analysis, Essbase, Business Objects, TM1, QlikView, Portfolio Performance..., Capital Project Planning, Equity Research, SaaS Accounting, Valuation, Financial Analysis, Capital Markets, Equities, Bloomberg, Investments, Portfolio Management, Equity Valuation, Asset Management, Due Diligence, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Minnesota - Carlson School of Management 2007 — 2009
Master of Business Administration (MBA)
Tufts University
Bachelor of Arts (B.A.)
Ankesh Agarwala Ankesh Agarwala's Northland Securities Experience June 2013 - March 2015
Job Senior Equity Research Associate at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group March 2015 - Present
AA Sports L.L.C June 2008 - Present
Northland Securities June 2013 - March 2015
Education
University of Minnesota - Carlson School of Management 2009 — 2013
B.S.B, Finance
Eden Prairie High School 2005 — 2009
Macquarie Group March 2015 - Present
AA Sports L.L.C June 2008 - Present
Northland Securities June 2013 - March 2015
Education
University of Minnesota - Carlson School of Management 2009 — 2013
B.S.B, Finance
Eden Prairie High School 2005 — 2009
John Sander John Sander's Northland Securities Experience February 2004 - June 2005
Job Business Relationship Manager, Asst. Vice President Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank July 2005 - Present
Rotary International June 2010 - Present
Northland Securities February 2004 - June 2005
Springsted Incorporated February 1998 - December 2003
Juran and Moody February 1993 - February 1998
Skills
Banking, Debt, Bonds, Negotiation, Refinance, Accounting, Private Banking, Finance, Cash Management, Accounts Receivable, Commercial Lending, Management, Investments, Small Business Lending, Credit, Risk Management, Financial Advisory, Credit Analysis, Commercial Banking, Treasury Management
Education
College of Commercial Credit 2014 — 2015
Graduate, Complex Commercial Credit
Augsburg College 1997 — 2001
BA, Finance, Cum Laude
Wells Fargo Bank July 2005 - Present
Rotary International June 2010 - Present
Northland Securities February 2004 - June 2005
Springsted Incorporated February 1998 - December 2003
Juran and Moody February 1993 - February 1998
Skills
Banking, Debt, Bonds, Negotiation, Refinance, Accounting, Private Banking, Finance, Cash Management, Accounts Receivable, Commercial Lending, Management, Investments, Small Business Lending, Credit, Risk Management, Financial Advisory, Credit Analysis, Commercial Banking, Treasury Management
Education
College of Commercial Credit 2014 — 2015
Graduate, Complex Commercial Credit
Augsburg College 1997 — 2001
BA, Finance, Cum Laude
Tom Sepenzis Tom Sepenzis's Northland Securities Experience June 2011 - Present
Job Vice President, Northland Capital Markets
Industry Banking
Experience
Northland Securities June 2011 - Present
AnalystVision January 2010 - Present
Ascension Pictures July 2007 - January 2010
AAU January 2005 - June 2007
ThinkEquity LLC May 2002 - September 2004
CIBC World Markets June 2000 - June 2002
Piper Jaffray September 1997 - June 2000
Skills
Investment Banking, Corporate Development, Equity Research, Equities, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Finance, Investments, Due Diligence, Investor Relations, Marketing Research, Capital Markets, Mergers & Acquisitions, Start-ups
Education
New York University 1988 — 1992
BA, Psychology, English
Phillips Academy 1985 — 1988
English, English, Theatre
Academy of Art University 2005 — 2007
MFA - Film, Directing, Producing
Eaglebrook School 1983 — 1985
N/A, N/A
Northland Securities June 2011 - Present
AnalystVision January 2010 - Present
Ascension Pictures July 2007 - January 2010
AAU January 2005 - June 2007
ThinkEquity LLC May 2002 - September 2004
CIBC World Markets June 2000 - June 2002
Piper Jaffray September 1997 - June 2000
Skills
Investment Banking, Corporate Development, Equity Research, Equities, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Finance, Investments, Due Diligence, Investor Relations, Marketing Research, Capital Markets, Mergers & Acquisitions, Start-ups
Education
New York University 1988 — 1992
BA, Psychology, English
Phillips Academy 1985 — 1988
English, English, Theatre
Academy of Art University 2005 — 2007
MFA - Film, Directing, Producing
Eaglebrook School 1983 — 1985
N/A, N/A
Amber Nelson's Northland Securities Experience November 2003 - September 2005
Job Administrative Assistant for Vice President of Servicing Data and Analytics at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage September 2013 - August 2014
Wells Fargo Home Mortgage March 2012 - September 2013
Wells Fargo Home Mortgage December 2012 - April 2013
D.A. Davidson & Co. September 2005 - October 2009
Northland Securities November 2003 - September 2005
US Bank June 2001 - November 2003
Target 1999 - 2002
Skills
Excellent Verbal and..., Independent, Good Listener, Strong Worth Ethic, Punctual, Expert Organizer, Motivated, Honest, Works Well in a Team, PowerPoint, Loans, Public Speaking, Excel, Microsoft Office, Word, Problem Solving, Microsoft Excel, Microsoft Word, Training, Marketing, Finance, Asset Management, Commercial Mortgages, Banking, Works well in a team, Leadership, Outlook, Customer Service, Team Building, Management, Sales, Credit Analysis, Process Improvement, Real Estate, Risk Management, Accounting, Underwriting, Coaching, Time Management, Financial Analysis, Strategic Planning, Mortgage Lending, Loan Origination, Credit, Investments, Lines Of Credit, Small Business Lending, Financial Structuring, Analysis, Software Documentation
Education
Metropolitan State University 2014 — 2016
Bachelor of Arts (BA), Marketing
Minneapolis Community and Technical College 2010 — 2012
AS, Business Management
Wells Fargo Home Mortgage August 2014 - Present
Wells Fargo Home Mortgage September 2013 - August 2014
Wells Fargo Home Mortgage March 2012 - September 2013
Wells Fargo Home Mortgage December 2012 - April 2013
D.A. Davidson & Co. September 2005 - October 2009
Northland Securities November 2003 - September 2005
US Bank June 2001 - November 2003
Target 1999 - 2002
Skills
Excellent Verbal and..., Independent, Good Listener, Strong Worth Ethic, Punctual, Expert Organizer, Motivated, Honest, Works Well in a Team, PowerPoint, Loans, Public Speaking, Excel, Microsoft Office, Word, Problem Solving, Microsoft Excel, Microsoft Word, Training, Marketing, Finance, Asset Management, Commercial Mortgages, Banking, Works well in a team, Leadership, Outlook, Customer Service, Team Building, Management, Sales, Credit Analysis, Process Improvement, Real Estate, Risk Management, Accounting, Underwriting, Coaching, Time Management, Financial Analysis, Strategic Planning, Mortgage Lending, Loan Origination, Credit, Investments, Lines Of Credit, Small Business Lending, Financial Structuring, Analysis, Software Documentation
Education
Metropolitan State University 2014 — 2016
Bachelor of Arts (BA), Marketing
Minneapolis Community and Technical College 2010 — 2012
AS, Business Management
Christopher Van Doren's Northland Securities Experience February 2012 - May 2012
Job Research Associate at Wolfe Research, LLC
Industry Investment Management
Experience
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Jonathan Heimarck Jonathan Heimarck's Northland Securities Experience 2003 - 2005
Job Compliance Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Gretchen Enerson Gretchen Enerson's Northland Securities Experience June 2008 - August 2011
Job Assistant Manager at Tandem Bagels
Industry Financial Services
Experience
Tandem Bagels January 2012 - Present
COUNTRY Financial® February 2013 - February 2014
Bath & Body Works October 2011 - October 2012
Northland Securities June 2008 - August 2011
Skills
Customer Service, Insurance, Sales, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Retail, Outlook, Leadership
Education
Minnesota State University, Mankato 2010 — 2014
Bachelor of Science (BS), Financial Planning and Insurance
Tandem Bagels January 2012 - Present
COUNTRY Financial® February 2013 - February 2014
Bath & Body Works October 2011 - October 2012
Northland Securities June 2008 - August 2011
Skills
Customer Service, Insurance, Sales, Time Management, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Retail, Outlook, Leadership
Education
Minnesota State University, Mankato 2010 — 2014
Bachelor of Science (BS), Financial Planning and Insurance
Ford Traff Ford Traff's Northland Securities Experience May 2011 - June 2011
Job Wealth Management Intern
Industry
Experience
U.S. Bank May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Northland Securities May 2011 - June 2011
Skills
Financial Modeling
Education
- 2012 — 2016
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2011 — 2012
The Blake School 2000 — 2011
U.S. Bank May 2013 - August 2013
Merrill Lynch May 2012 - August 2012
Northland Securities May 2011 - June 2011
Skills
Financial Modeling
Education
- 2012 — 2016
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
The Hotchkiss School 2011 — 2012
The Blake School 2000 — 2011
Christine McLean Garofalo's Northland Securities Experience February 2013 - June 2013
Job Corporate Access Consutlant at Bank of America Merrill Lynch
Industry Events Services
Experience
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Bank of America Merrill Lynch October 2014 - May 2015
J.P. Morgan October 2013 - June 2014
J.P. Morgan June 2013 - September 2013
Northland Securities February 2013 - June 2013
Needham & Company February 1999 - September 2004
ValuExpress, LLC December 1997 - November 1998
Schroders October 1996 - November 1997
Meditrust, Inc. December 1994 - September 1996
Skills
Marketing, Leadership, Events, Roadshows, Non-deal roadshows, Client Relations, Researching Event Sites, analyst marketing, one-on-one meetings, Contract Negotiations, Budgeting, Managing Vendors, Scheduling Presenters, Integrating Web-based..., Hotel Layout, On-site execution, Management of Staff, Post-event Analysis, Logistical Coordinator, Implementing Marketing..., Advertising Contracts, Ability to problem..., Design Advertisements, Powerpoint presentations, Excellent Mac/PC..., Held series 7 & Series..., Trade show represention, Marketing Mailings, Deal well in high..., Even-tempered
Education
Boston College 1990 — 1994
Bachelor of Arts (BA), Communications
Newton Country Day School of the Sacred Heart 1984 — 1990
High School Diploma
Brennan Matthews Brennan Matthews's Northland Securities Experience August 2011 - November 2013
Job Equity Research Associate
Industry Capital Markets
Experience
BB&T Capital Markets June 2015 - Present
Telsey Advisory Group November 2013 - May 2015
Northland Securities August 2011 - November 2013
Bank of America Merrill Lynch October 2010 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, Economics
BB&T Capital Markets June 2015 - Present
Telsey Advisory Group November 2013 - May 2015
Northland Securities August 2011 - November 2013
Bank of America Merrill Lynch October 2010 - May 2011
Skills
Series 7, Series 63, Financial Modeling, Equity Research, Microsoft Excel, Capital Markets, Analytical Reasoning, Microsoft Word, Thomson One Analytics, Series 86/87, Valuation, Finance, Portfolio Management
Education
Marquette University 2007 — 2011
Bachelor of Science (BS), Finance, Economics
Patrick Donohue's Northland Securities Experience March 2003 - November 2009
Job President & CEO at Hill Capital Corporation
Industry Capital Markets
Experience
Hill Capital Corporation April 2015 - Present
Inspiration Medical Technology September 2010 - Present
INVESTyR July 2012 - September 2015
Aksamit Resource Management March 2012 - August 2015
Bluestone Physician Services June 2013 - July 2015
Otterology, LLC May 2013 - June 2015
DealPen November 2009 - July 2012
Northland Securities March 2003 - November 2009
CFA Society of MN 2006 - 2009
EVC Group, Inc. June 2005 - June 2008
Skills
Start-ups, Entrepreneurship, Financial Modeling, Strategy, Private Equity, Valuation, Investments, Leadership, Business Development, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Financial Analysis, Public Speaking, Business Valuation, Capital Formation, Securities, Investment Banking
Education
CFA Institute 2001 — 2003
CFA, Financial Analysis
Creighton University 1995 — 1999
BSBA, Finance
STA 1990 — 1995
Hill Capital Corporation April 2015 - Present
Inspiration Medical Technology September 2010 - Present
INVESTyR July 2012 - September 2015
Aksamit Resource Management March 2012 - August 2015
Bluestone Physician Services June 2013 - July 2015
Otterology, LLC May 2013 - June 2015
DealPen November 2009 - July 2012
Northland Securities March 2003 - November 2009
CFA Society of MN 2006 - 2009
EVC Group, Inc. June 2005 - June 2008
Skills
Start-ups, Entrepreneurship, Financial Modeling, Strategy, Private Equity, Valuation, Investments, Leadership, Business Development, Strategic Planning, Business Strategy, Corporate Finance, Corporate Development, Financial Analysis, Public Speaking, Business Valuation, Capital Formation, Securities, Investment Banking
Education
CFA Institute 2001 — 2003
CFA, Financial Analysis
Creighton University 1995 — 1999
BSBA, Finance
STA 1990 — 1995
Jeff Grampp's Northland Securities Experience July 2013 - Present
Job Senior Research Analyst at Northland Securities
Industry Investment Banking
Experience
Northland Securities July 2013 - Present
C. K. Cooper & Company December 2011 - June 2013
Skills
Finance, Analysis, Management, Microsoft Excel, Financial Analysis, Due Diligence, Research, Equity Research, Capital Markets, Asset Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
MBA
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2010
BS in Business Administration and Accounting, Finance, Marketing
CFA Institute
Level III Candidate
Northland Securities July 2013 - Present
C. K. Cooper & Company December 2011 - June 2013
Skills
Finance, Analysis, Management, Microsoft Excel, Financial Analysis, Due Diligence, Research, Equity Research, Capital Markets, Asset Management
Education
Chapman University, The George L. Argyros School of Business and Economics 2010 — 2011
MBA
Chapman University, The George L. Argyros School of Business and Economics 2006 — 2010
BS in Business Administration and Accounting, Finance, Marketing
CFA Institute
Level III Candidate
Erik Pratt Erik Pratt's Northland Securities Experience January 2007 - July 2010
Job Director, Structured Project Finance, TerraForm Power
Industry Oil & Energy
Experience
TerraForm Power February 2014 - Present
EverStream Energy Capital Management April 2013 - January 2014
Meridian Clean Fuels, LLC January 2010 - April 2013
Northland Securities January 2007 - July 2010
Nordmark Finance LLC May 2005 - January 2007
Minnesota Environmental Initiative March 2001 - January 2005
State of Wisconsin Energy Bureau September 1998 - December 1999
Windustry 1998 - 1998
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Energy Efficiency, Solar Energy, Investments, Alternative Energy, Finance, Investment Banking, Wind, Equities, Biomass, Financial Structuring, Analysis, Banking, Financial Modeling, Environmental Awareness, Due Diligence, Valuation, Biofuels, Private Equity, Mergers & Acquisitions
Education
University of St. Thomas - Opus College of Business 2004 — 2006
MBA, Finance
University of Wisconsin-Madison 1997 — 1999
M.S., Regional Planning
University of Minnesota-Twin Cities 1994 — 1997
BS, Ecology, Evolution & Behavior
Westminster Choir College 1988 — 1992
BMusic, Piano Performance & Pedagogy
TerraForm Power February 2014 - Present
EverStream Energy Capital Management April 2013 - January 2014
Meridian Clean Fuels, LLC January 2010 - April 2013
Northland Securities January 2007 - July 2010
Nordmark Finance LLC May 2005 - January 2007
Minnesota Environmental Initiative March 2001 - January 2005
State of Wisconsin Energy Bureau September 1998 - December 1999
Windustry 1998 - 1998
Skills
Energy, Renewable Energy, Project Finance, Corporate Finance, Energy Efficiency, Solar Energy, Investments, Alternative Energy, Finance, Investment Banking, Wind, Equities, Biomass, Financial Structuring, Analysis, Banking, Financial Modeling, Environmental Awareness, Due Diligence, Valuation, Biofuels, Private Equity, Mergers & Acquisitions
Education
University of St. Thomas - Opus College of Business 2004 — 2006
MBA, Finance
University of Wisconsin-Madison 1997 — 1999
M.S., Regional Planning
University of Minnesota-Twin Cities 1994 — 1997
BS, Ecology, Evolution & Behavior
Westminster Choir College 1988 — 1992
BMusic, Piano Performance & Pedagogy
Thomas DeMinico's Northland Securities Experience May 2010 - July 2011
Job Investment Banking Associate at Greene Holcomb Fisher
Industry Financial Services
Experience
Greene Holcomb Fisher July 2011 - December 2013
Northland Securities May 2010 - July 2011
LSBE Financial Markets Program April 2009 - May 2010
University of Minnesota Duluth April 2008 - May 2010
Lifeskills Leadership From the Heart 2010 - 2010
Target June 2009 - August 2009
College Pro Painters February 2008 - August 2008
University of Minnesota Duluth Student Association May 2007 - May 2008
Skills
Equities, Financial Modeling, Negotiation
Education
University of Minnesota Duluth 2006 — 2010
Bachelor's of Arts (B.A.), Political Science
University of Minnesota Duluth 2006 — 2010
Bachelor's of Business Administration (B.B.A), Financial Markets, Finance
Eden Prairie High School 2002 — 2006
Greene Holcomb Fisher July 2011 - December 2013
Northland Securities May 2010 - July 2011
LSBE Financial Markets Program April 2009 - May 2010
University of Minnesota Duluth April 2008 - May 2010
Lifeskills Leadership From the Heart 2010 - 2010
Target June 2009 - August 2009
College Pro Painters February 2008 - August 2008
University of Minnesota Duluth Student Association May 2007 - May 2008
Skills
Equities, Financial Modeling, Negotiation
Education
University of Minnesota Duluth 2006 — 2010
Bachelor's of Arts (B.A.), Political Science
University of Minnesota Duluth 2006 — 2010
Bachelor's of Business Administration (B.B.A), Financial Markets, Finance
Eden Prairie High School 2002 — 2006
Jonathan Laubach Jonathan Laubach's Northland Securities Experience 2012 - 2013
Job Family Logistics
Industry Financial Services
Experience
Home April 2015 - Present
Northland Securities 2012 - 2013
U.S. Bank July 2007 - September 2012
Skills
Banking, Trust Services, Account Reconciliation, Account Management, Accounts Receivable, National Accounts, Bookkeeping, Trust Administrator
Education
Metropolitan State University 2008 — 2013
in progress, Finance, General
Minneapolis Community and Technical College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Home April 2015 - Present
Northland Securities 2012 - 2013
U.S. Bank July 2007 - September 2012
Skills
Banking, Trust Services, Account Reconciliation, Account Management, Accounts Receivable, National Accounts, Bookkeeping, Trust Administrator
Education
Metropolitan State University 2008 — 2013
in progress, Finance, General
Minneapolis Community and Technical College 2004 — 2006
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Becky K Van Hauen Becky K Van Hauen's Northland Securities Experience January 2008 - March 2012
Job Executive Assistant at HealthPartners
Industry Hospital & Health Care
Experience
HealthPartners March 2012 - Present
Northland Securities January 2008 - March 2012
PwC November 2004 - January 2008
Piper Jaffray 2000 - 2003
Skills
Brokerage, Accounting, Executive Support, State of Minnesota..., Time Management, Office Management, Project Planning, Administrative..., Spreadsheets, Office Administration, Lotus Notes, Confidentiality, Data Entry, Invoicing, Outlook, PeopleSoft, Executive Management, Expenses, QuickBooks
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Social Work
Business Institute of Technology
Business Diploma, Legal Assistant
HealthPartners March 2012 - Present
Northland Securities January 2008 - March 2012
PwC November 2004 - January 2008
Piper Jaffray 2000 - 2003
Skills
Brokerage, Accounting, Executive Support, State of Minnesota..., Time Management, Office Management, Project Planning, Administrative..., Spreadsheets, Office Administration, Lotus Notes, Confidentiality, Data Entry, Invoicing, Outlook, PeopleSoft, Executive Management, Expenses, QuickBooks
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Social Work
Business Institute of Technology
Business Diploma, Legal Assistant
Chrystal Mann Chrystal Mann's Northland Securities Experience July 2012 - July 2015
Job Project Administrator, Immunization Action Coalition
Industry Health, Wellness and Fitness
Experience
Immunization Action Coalition July 2015 - Present
Northland Securities July 2012 - July 2015
Robert Half Finance & Accounting March 2011 - July 2012
Forthright, LLC October 2005 - January 2009
Skills
Legal Writing, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Arbitration, Outlook, Administrative..., InDesign, Graphic Design, Marketing, Social Networking, Customer Service, Access, Legal Issues, Pleadings, Social Media, Hearings, Finance, Event Planning, Event Management, Talent Acquisition, Financial Analysis, Public Speaking, Employee Relations, Leadership, Sales, Recruiting, Training, Time Management, Strategic Planning, Sage 50, Business Development, Securities, QuickBooks
Education
St. Cloud State University 2001 — 2005
Kaplan University
Legal Studies, Legal Assistant/Paralegal
Immunization Action Coalition July 2015 - Present
Northland Securities July 2012 - July 2015
Robert Half Finance & Accounting March 2011 - July 2012
Forthright, LLC October 2005 - January 2009
Skills
Legal Writing, Human Resources, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Arbitration, Outlook, Administrative..., InDesign, Graphic Design, Marketing, Social Networking, Customer Service, Access, Legal Issues, Pleadings, Social Media, Hearings, Finance, Event Planning, Event Management, Talent Acquisition, Financial Analysis, Public Speaking, Employee Relations, Leadership, Sales, Recruiting, Training, Time Management, Strategic Planning, Sage 50, Business Development, Securities, QuickBooks
Education
St. Cloud State University 2001 — 2005
Kaplan University
Legal Studies, Legal Assistant/Paralegal
Steven Q. Lindgren CRPC® Steven Q. Lindgren CRPC®'s Northland Securities Experience January 2012 - September 2013
Job Sales Director at Questar Capital
Industry Financial Services
Experience
Questar Capital Corporation September 2013 - Present
Northland Securities January 2012 - September 2013
Sanford C. Bernstein, a subsidiary of Alliance Bernstein June 2008 - May 2011
United States Department of the Treasury: Office of the Comptroller of the Currency January 2007 - June 2008
Skills
Equities, Financial Modeling, Investments, Series 7, Series 63, Trading, Options, Capital Markets, FINRA, Banking, Valuation, Sell Side, Sales Management, Salesforce.com, Additive Manufacturing, 3D Printing, Securities, Asset Management, Excel, Qualitative Research, Series 87, Series 86, Business Appraisals, Sales Operations, Business Valuation, Equity Valuation, Retirement Planning, Fixed Annuities, Variable Annuities, Alternative Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2006
Bachelor of Science, Finance
Macquarie University, Sydney Australia 2005 — 2005
Global Economics, Global Political Issues
Questar Capital Corporation September 2013 - Present
Northland Securities January 2012 - September 2013
Sanford C. Bernstein, a subsidiary of Alliance Bernstein June 2008 - May 2011
United States Department of the Treasury: Office of the Comptroller of the Currency January 2007 - June 2008
Skills
Equities, Financial Modeling, Investments, Series 7, Series 63, Trading, Options, Capital Markets, FINRA, Banking, Valuation, Sell Side, Sales Management, Salesforce.com, Additive Manufacturing, 3D Printing, Securities, Asset Management, Excel, Qualitative Research, Series 87, Series 86, Business Appraisals, Sales Operations, Business Valuation, Equity Valuation, Retirement Planning, Fixed Annuities, Variable Annuities, Alternative Investments
Education
Saint Cloud State University - G.R. Herberger College of Business 2002 — 2006
Bachelor of Science, Finance
Macquarie University, Sydney Australia 2005 — 2005
Global Economics, Global Political Issues
Leif Giberson Leif Giberson's Northland Securities Experience June 2004 - November 2009
Job Risk Management at Minneapolis Based Bank
Industry Banking
Experience
NORTHLAND SECURITIES June 2004 - November 2009
Marshall BankFirst January 1994 - May 2004
FEDERAL DEPOSIT INSURANCE CORPORATION/RESOLUTION TRUST CORPORATION September 1992 - January 1994
Federal Deposit Insurance Corporation July 1988 - September 1992
Federal Deposit Insurance Corporation December 1986 - July 1988
Skills
Banking, Loans, Commercial Lending, Loan Origination, Credit, Due Diligence, Financial Structuring, Risk Management, Commercial Mortgages, Capital Markets, Asset Management, Underwriting, Analysis
Education
Alexandria Technical College 1984 — 1986
Certificate, Finance & Credit Management
Hamline University - St 1976 — 1980
Bachelor of Arts, Urban Studies
NORTHLAND SECURITIES June 2004 - November 2009
Marshall BankFirst January 1994 - May 2004
FEDERAL DEPOSIT INSURANCE CORPORATION/RESOLUTION TRUST CORPORATION September 1992 - January 1994
Federal Deposit Insurance Corporation July 1988 - September 1992
Federal Deposit Insurance Corporation December 1986 - July 1988
Skills
Banking, Loans, Commercial Lending, Loan Origination, Credit, Due Diligence, Financial Structuring, Risk Management, Commercial Mortgages, Capital Markets, Asset Management, Underwriting, Analysis
Education
Alexandria Technical College 1984 — 1986
Certificate, Finance & Credit Management
Hamline University - St 1976 — 1980
Bachelor of Arts, Urban Studies
Scott Berg Scott Berg's Northland Securities Experience June 2012 - April 2015
Job
Industry Investment Banking
Experience
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Needham & Company April 2015 - Present
Northland Securities June 2012 - April 2015
Feltl and Company December 2009 - May 2012
ThinkEquity Partners 2008 - 2009
Robert Half Technology 2004 - 2008
First Albany Capital 2002 - 2003
RBC Capital Markets 1998 - 2002
Skills
Enterprise Software, Financial Modeling, Temporary Placement, Investments, Equities, Financial Analysis, Equity Research, Valuation, Asset Management, Series 7, Capital Markets, Personnel Management, Research, Asset Managment, Strategic Planning, Portfolio Management, Strategy, Due Diligence
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota-Twin Cities
BA, Economics
Arjun Bakre's Northland Securities Experience June 2015 - Present
Job Equity Research Summer Associate at Northland Capital Markets
Industry Financial Services
Experience
Northland Securities June 2015 - Present
Munich Reinsurance America, Inc. June 2014 - August 2014
Thibaut Inc. July 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting
University of Michigan College of Literature, Science, and the Arts 2013 — 2017
Bachelor of Arts (B.A.), Economics
Northland Securities June 2015 - Present
Munich Reinsurance America, Inc. June 2014 - August 2014
Thibaut Inc. July 2013 - August 2013
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Bachelor of Business Administration (BBA), Emphasis in Finance and Accounting
University of Michigan College of Literature, Science, and the Arts 2013 — 2017
Bachelor of Arts (B.A.), Economics
Daniel (D. J.) Lemmage Daniel (D. J.) Lemmage's Northland Securities Experience November 2009 - May 2010
Job Investment Analyst at Värde Partners
Industry Investment Banking
Experience
Varde Partners May 2015 - Present
General Mills June 2014 - May 2015
Piper Jaffray July 2011 - June 2014
Piper Jaffray June 2010 - August 2010
Northland Securities November 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Finance, Due Diligence, Microsoft Excel, M&A experience, Bloomberg, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
Varde Partners May 2015 - Present
General Mills June 2014 - May 2015
Piper Jaffray July 2011 - June 2014
Piper Jaffray June 2010 - August 2010
Northland Securities November 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Finance, Due Diligence, Microsoft Excel, M&A experience, Bloomberg, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
Mike Pochucha Mike Pochucha's Northland Securities Experience September 2015 - Present
Job Equity Research Associate at Northland Securities
Industry Financial Services
Experience
Northland Securities September 2015 - Present
Bulldog Fund LLC. May 2014 - May 2015
North Shore Bank of Commerce August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Banking, Finance, Management, Data Analysis, Equities, Portfolio Management, Investments
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor of Business Administration (B.B.A.), Financial Markets, Finance
Northland Securities September 2015 - Present
Bulldog Fund LLC. May 2014 - May 2015
North Shore Bank of Commerce August 2013 - May 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Financial Analysis, Banking, Finance, Management, Data Analysis, Equities, Portfolio Management, Investments
Education
University of Minnesota-Duluth 2011 — 2015
Bachelor of Business Administration (B.B.A.), Financial Markets, Finance
Clay Kissane's Northland Securities Experience June 2014 - August 2014
Job Student at Saint Joseph's University
Industry
Experience
Commvault May 2015 - August 2015
Northland Securities June 2014 - August 2014
Country Club Services, Inc. May 2013 - August 2013
Tinton Falls Recreation July 2012 - August 2013
Skills
Teamwork, Microsoft Office, Public Speaking, Social Media, Research, Photoshop, Customer Service, Business Intelligence, Data Analysis, Event Planning, Facebook, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking
Education
Saint Joseph's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Intelligence and Analytics
Christian Brothers Academy 2008 — 2012
High School
Dale Carnegie:Generation Next 2010 — 2011
Commvault May 2015 - August 2015
Northland Securities June 2014 - August 2014
Country Club Services, Inc. May 2013 - August 2013
Tinton Falls Recreation July 2012 - August 2013
Skills
Teamwork, Microsoft Office, Public Speaking, Social Media, Research, Photoshop, Customer Service, Business Intelligence, Data Analysis, Event Planning, Facebook, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Social Networking
Education
Saint Joseph's University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Intelligence and Analytics
Christian Brothers Academy 2008 — 2012
High School
Dale Carnegie:Generation Next 2010 — 2011
Joseph P. Wilson, Jr. Joseph P. Wilson, Jr.'s Northland Securities Experience January 2014 - March 2015
Job Senior Vice President at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
Northland Securities January 2014 - March 2015
Ruan Securities, a Division of D.A. Davidson & Co. March 2010 - January 2014
Wells Fargo Home Mortgage October 2007 - February 2010
Education
Western Illinois University 2003 — 2005
Southeastern Community College 2000 — 2003
D.A. Davidson Companies March 2015 - Present
Northland Securities January 2014 - March 2015
Ruan Securities, a Division of D.A. Davidson & Co. March 2010 - January 2014
Wells Fargo Home Mortgage October 2007 - February 2010
Education
Western Illinois University 2003 — 2005
Southeastern Community College 2000 — 2003
Doug Mikkonen, CFA Doug Mikkonen, CFA's Northland Securities Experience February 2012 - July 2012
Job Trust Officer at BankWest
Industry Investment Management
Experience
BankWest Inc November 2014 - Present
South Dakota Division of Banking July 2012 - November 2014
Northland Securities February 2012 - July 2012
Northwestern Mutual November 2010 - February 2012
Northland Securities April 2008 - September 2009
Sit Investment Associates December 1992 - April 2008
Education
University of Minnesota-Twin Cities 1988 — 1992
BSB, Finance
BankWest Inc November 2014 - Present
South Dakota Division of Banking July 2012 - November 2014
Northland Securities February 2012 - July 2012
Northwestern Mutual November 2010 - February 2012
Northland Securities April 2008 - September 2009
Sit Investment Associates December 1992 - April 2008
Education
University of Minnesota-Twin Cities 1988 — 1992
BSB, Finance
David Bayer David Bayer's Northland Securities Experience April 2007 - March 2008
Job Managing Director at Oak Ridge Financial
Industry Financial Services
Experience
Oak Ridge Financial April 2014 - Present
SecurityCamShop.com November 2010 - Present
BlackTorch Capital December 2011 - March 2014
Cantor Fitzgerald June 2008 - December 2009
Northland Securities April 2007 - March 2008
Whitebox Advisors October 2005 - March 2007
Provident Advisors January 2003 - May 2005
KB Growth Advisors April 1998 - December 2002
American Express Financial Advisors February 1992 - April 1998
Ameriprise formerly American Express Financial Corp. 1992 - 1998
Skills
Private Equity, Management Consulting, Investment Banking, Portfolio Management, Equity Research, Financial Analysis, Business Development, Strategy, Investments, Hedge Funds, Venture Capital, Enterprise Software, Mergers & Acquisitions, Start-ups, Strategic Planning, E-commerce, Healthcare, Telecommunications, Energy, Restaurants, Biotechnology, Securities Research, Security Management, Direct Sales, Institutional Research, Institutional Investors, Raising Venture Capital, Raising Finance, Product Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Marketing
Stanford University 1976 — 1980
MS/BS, Civil Engineer and Biological Sciences
Palisades High
Oak Ridge Financial April 2014 - Present
SecurityCamShop.com November 2010 - Present
BlackTorch Capital December 2011 - March 2014
Cantor Fitzgerald June 2008 - December 2009
Northland Securities April 2007 - March 2008
Whitebox Advisors October 2005 - March 2007
Provident Advisors January 2003 - May 2005
KB Growth Advisors April 1998 - December 2002
American Express Financial Advisors February 1992 - April 1998
Ameriprise formerly American Express Financial Corp. 1992 - 1998
Skills
Private Equity, Management Consulting, Investment Banking, Portfolio Management, Equity Research, Financial Analysis, Business Development, Strategy, Investments, Hedge Funds, Venture Capital, Enterprise Software, Mergers & Acquisitions, Start-ups, Strategic Planning, E-commerce, Healthcare, Telecommunications, Energy, Restaurants, Biotechnology, Securities Research, Security Management, Direct Sales, Institutional Research, Institutional Investors, Raising Venture Capital, Raising Finance, Product Management
Education
University of Pennsylvania - The Wharton School 1982 — 1984
MBA, Finance and Marketing
Stanford University 1976 — 1980
MS/BS, Civil Engineer and Biological Sciences
Palisades High
Robert Tinkham Robert Tinkham's Northland Securities Experience April 2012 - April 2013
Job Sr. Treasury Analyst at Valspar
Industry Financial Services
Experience
Valspar June 2015 - Present
Valspar May 2014 - August 2014
Northland Securities April 2012 - April 2013
Northern Trust April 2011 - April 2012
Carlson Marketing March 2010 - April 2011
Skills
Equity Research, Finance, Financial Modeling, Valuation, Equities, Private Equity, Securities, Financial Services, Leadership, Data Analysis
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance
Valspar June 2015 - Present
Valspar May 2014 - August 2014
Northland Securities April 2012 - April 2013
Northern Trust April 2011 - April 2012
Carlson Marketing March 2010 - April 2011
Skills
Equity Research, Finance, Financial Modeling, Valuation, Equities, Private Equity, Securities, Financial Services, Leadership, Data Analysis
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance
Amy Rose Reynolds Amy Rose Reynolds's Northland Securities Experience January 2003 - January 2006
Job x
Industry Cosmetics
Experience
xxx April 2013 - Present
DST TASS, 2006 April 2006 - April 2013
Northland Securities January 2003 - January 2006
Key Community Bank January 1998 - January 2001
Skills
Budgets, Time Management, Banking, Management, Team Building, Fundraising, PowerPoint, Public Speaking, Marketing Communications, Due Diligence, Event Planning, Social Media, Investments, Negotiation, Access, Editing, Retail, Customer Service, Marketing, Research, Microsoft Excel, Microsoft Office, Strategic Planning, Software Documentation, Financial Analysis, Microsoft Word, Outlook, Analysis, Project Management, Project Planning, Leadership, Healthcare, Training, Forecasting, Social Networking, Sales, Business Analysis, Networking, Finance
Education
Regency Beauty Institute 2009 — 2010
Cosmetology
Inver Hills Community College 2001 — 2003
Normandale Community College 1999 — 2001
xxx April 2013 - Present
DST TASS, 2006 April 2006 - April 2013
Northland Securities January 2003 - January 2006
Key Community Bank January 1998 - January 2001
Skills
Budgets, Time Management, Banking, Management, Team Building, Fundraising, PowerPoint, Public Speaking, Marketing Communications, Due Diligence, Event Planning, Social Media, Investments, Negotiation, Access, Editing, Retail, Customer Service, Marketing, Research, Microsoft Excel, Microsoft Office, Strategic Planning, Software Documentation, Financial Analysis, Microsoft Word, Outlook, Analysis, Project Management, Project Planning, Leadership, Healthcare, Training, Forecasting, Social Networking, Sales, Business Analysis, Networking, Finance
Education
Regency Beauty Institute 2009 — 2010
Cosmetology
Inver Hills Community College 2001 — 2003
Normandale Community College 1999 — 2001
Stephen Isaacson Stephen Isaacson's Northland Securities Experience December 2009 - Present
Job Senior Vice President Institutional Fixed Income Sales at Northland Securities
Industry Financial Services
Experience
Northland Securities December 2009 - Present
B.C. Ziegler & Company January 1994 - May 2009
Rodman & Renshaw January 1991 - January 1994
Mesirow Financial January 1988 - January 1991
Robert W. Baird October 1985 - January 1988
Skills
Bonds, Fixed Income, Trading, Investments, Debt
Education
San Diego State University-California State University
B.A., International Relations, Radio-Television Broadcasting, Aerospace Studies
Northland Securities December 2009 - Present
B.C. Ziegler & Company January 1994 - May 2009
Rodman & Renshaw January 1991 - January 1994
Mesirow Financial January 1988 - January 1991
Robert W. Baird October 1985 - January 1988
Skills
Bonds, Fixed Income, Trading, Investments, Debt
Education
San Diego State University-California State University
B.A., International Relations, Radio-Television Broadcasting, Aerospace Studies
Brad Klitzke Brad Klitzke's Northland Securities Experience September 2004 - May 2005
Job Vice President at Dougherty & Company
Industry Capital Markets
Experience
Dougherty & Company June 2005 - Present
Northland Securities September 2004 - May 2005
ING Americas September 1998 - August 2004
Skills
Portfolio Management, Investments, Capital Markets, Valuation, Equities, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Investment Banking, Loans, Equity Research, Credit, Hedge Funds, Series 7, Finance, Credit Analysis, Commercial Lending, Series 63, Mergers & Acquisitions
Education
Saint Cloud State University - G.R. Herberger College of Business 1995 — 1998
Bachelor's degree, Economics
Glencoe Senior High 1989 — 1993
University of Saint Thomas - School of Business
M.B.A
Dougherty & Company June 2005 - Present
Northland Securities September 2004 - May 2005
ING Americas September 1998 - August 2004
Skills
Portfolio Management, Investments, Capital Markets, Valuation, Equities, Financial Modeling, Financial Analysis, Asset Management, Due Diligence, Investment Banking, Loans, Equity Research, Credit, Hedge Funds, Series 7, Finance, Credit Analysis, Commercial Lending, Series 63, Mergers & Acquisitions
Education
Saint Cloud State University - G.R. Herberger College of Business 1995 — 1998
Bachelor's degree, Economics
Glencoe Senior High 1989 — 1993
University of Saint Thomas - School of Business
M.B.A
Jeff Waska Jeff Waska's Northland Securities Experience April 2012 - June 2012
Job Messaging Engineer at St. Jude Medical
Industry Computer Software
Experience
St. Jude Medical April 2014 - Present
Robert Half Technology October 2011 - Present
Faegre Baker Daniels LLP December 2012 - December 2013
Northland Securities April 2012 - June 2012
Exchange Contractor at HB Fuller February 2012 - March 2012
The Toro Company 2011 - 2012
Robert Half Technology May 2011 - October 2011
Research In Motion February 2011 - April 2011
Boston Scientific February 2007 - February 2011
Robert Half Technology September 2006 - June 2008
Skills
Blackberry Enterprise..., Mocrosoft Exchange, Windows Server 2008, Windows Server 2003, Blackberry, Servers, Windows, Software Installation, HTML, CSS, System Administration, File, Technical Documentation, Quest Migration Manager, Exchange 2010/2007/2003, Active Directory, Data Center, ITIL, Microsoft Exchange, SharePoint, Software Documentation, Troubleshooting, Virtualization, Windows Server, System Deployment
Education
Normandale Community College 1982 — 1984
Associate's degree, General Studies
St. Jude Medical April 2014 - Present
Robert Half Technology October 2011 - Present
Faegre Baker Daniels LLP December 2012 - December 2013
Northland Securities April 2012 - June 2012
Exchange Contractor at HB Fuller February 2012 - March 2012
The Toro Company 2011 - 2012
Robert Half Technology May 2011 - October 2011
Research In Motion February 2011 - April 2011
Boston Scientific February 2007 - February 2011
Robert Half Technology September 2006 - June 2008
Skills
Blackberry Enterprise..., Mocrosoft Exchange, Windows Server 2008, Windows Server 2003, Blackberry, Servers, Windows, Software Installation, HTML, CSS, System Administration, File, Technical Documentation, Quest Migration Manager, Exchange 2010/2007/2003, Active Directory, Data Center, ITIL, Microsoft Exchange, SharePoint, Software Documentation, Troubleshooting, Virtualization, Windows Server, System Deployment
Education
Normandale Community College 1982 — 1984
Associate's degree, General Studies
Jared R. Lewis's Northland Securities Experience November 2012 - April 2014
Job Experienced Investment Professional Expertise Oil and Gas
Industry Investment Management
Experience
Northland Securities November 2012 - April 2014
White Pine Capital LLC May 2008 - August 2012
Telluride Asset Management 2005 - 2007
EBF & Associates 2004 - 2005
Deephaven Capital Management 1999 - 2004
RBC Capital Markets 1997 - 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Investment Banking, Asset Management, Private Equity, Series 7, Venture Capital, Financial Analysis, Securities, Asset Managment, Investment Advisory, Derivatives, Alternative Investments, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Master of Business Administration (MBA), Finance
University of St. Thomas 1986 — 1990
Bachelor of Science (BS), Chemistry
Northland Securities November 2012 - April 2014
White Pine Capital LLC May 2008 - August 2012
Telluride Asset Management 2005 - 2007
EBF & Associates 2004 - 2005
Deephaven Capital Management 1999 - 2004
RBC Capital Markets 1997 - 1999
Skills
Equities, Equity Research, Hedge Funds, Investments, Capital Markets, Financial Modeling, Portfolio Management, Valuation, Investment Banking, Asset Management, Private Equity, Series 7, Venture Capital, Financial Analysis, Securities, Asset Managment, Investment Advisory, Derivatives, Alternative Investments, Investment Strategies
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Master of Business Administration (MBA), Finance
University of St. Thomas 1986 — 1990
Bachelor of Science (BS), Chemistry
Chad Bennett's Northland Securities Experience January 2007 - September 2011
Job Senior Research Analyst at Craig Hallum Capital
Industry Investment Banking
Experience
Craig-Hallum Capital Group 2011 - Present
Northland Securities January 2007 - September 2011
Skills
Equities, Capital Markets, Financial Modeling, Investments, Valuation, Financial Analysis, Alternative Investments, Equity Research, Hedge Funds
Education
University of St. Thomas 1994 — 1998
BA, Finance
Gustavus Adolphus College
Gustavus Adolphus College
Craig-Hallum Capital Group 2011 - Present
Northland Securities January 2007 - September 2011
Skills
Equities, Capital Markets, Financial Modeling, Investments, Valuation, Financial Analysis, Alternative Investments, Equity Research, Hedge Funds
Education
University of St. Thomas 1994 — 1998
BA, Finance
Gustavus Adolphus College
Gustavus Adolphus College
Toby Morris's Northland Securities Experience 2003 - Present
Job VP at Northland Securities
Industry Financial Services
Experience
Northland Securities 2003 - Present
Education
Montana State University-Bozeman 1992 — 1996
Colorado Tech. University
MBA
Northland Securities 2003 - Present
Education
Montana State University-Bozeman 1992 — 1996
Colorado Tech. University
MBA
Barry Beloff's Northland Securities Experience October 2014 - Present
Job RELATIONSHIP MANAGER at Knelman Asset Managers
Industry Financial Services
Experience
Northland Securities October 2014 - Present
knelman January 2009 - December 2013
Lazard February 2005 - January 2009
Skills
Investments, Equities, Banking, Portfolio Management, Series 7, Mutual Funds, Asset Management, Wealth Management, Strategic Financial..., Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Advisory, Series 63, Financial Services, Asset Allocation, Private Equity, Public Speaking, Financial Planning, Customer Service, Management, Marketing, Sales, Marketing Strategy
Education
The University of North Dakota
Northland Securities October 2014 - Present
knelman January 2009 - December 2013
Lazard February 2005 - January 2009
Skills
Investments, Equities, Banking, Portfolio Management, Series 7, Mutual Funds, Asset Management, Wealth Management, Strategic Financial..., Alternative Investments, Securities, Hedge Funds, Fixed Income, Investment Advisory, Series 63, Financial Services, Asset Allocation, Private Equity, Public Speaking, Financial Planning, Customer Service, Management, Marketing, Sales, Marketing Strategy
Education
The University of North Dakota
Frank Poerio, CFA's Northland Securities Experience November 2013 - August 2014
Job Equity Derivative Strategist
Industry Financial Services
Experience
Stifel Financial Corp. August 2014 - Present
Northland Securities November 2013 - August 2014
Leerink Swann March 2013 - July 2013
Canaccord Genuity Inc. April 2010 - January 2013
Asset Alliance October 2002 - January 2009
Citi September 2000 - September 2002
Skills
Equities, Hedge Funds, Valuation, Portfolio Management, Equity Research, Derivatives, Investments, Trading, Asset Allocation, Due Diligence, Emerging Markets, Investment Strategies, Finance, Fund Of Funds, Quantitative Analytics
Education
Fairfield University 1996 — 2000
Bachelor of Science: Finance; Minor: Economics
Stifel Financial Corp. August 2014 - Present
Northland Securities November 2013 - August 2014
Leerink Swann March 2013 - July 2013
Canaccord Genuity Inc. April 2010 - January 2013
Asset Alliance October 2002 - January 2009
Citi September 2000 - September 2002
Skills
Equities, Hedge Funds, Valuation, Portfolio Management, Equity Research, Derivatives, Investments, Trading, Asset Allocation, Due Diligence, Emerging Markets, Investment Strategies, Finance, Fund Of Funds, Quantitative Analytics
Education
Fairfield University 1996 — 2000
Bachelor of Science: Finance; Minor: Economics
Kelly Weber, CFA's Northland Securities Experience May 2004 - May 2005
Job Senior Research Analyst at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman October 2014 - Present
MetLife July 2012 - September 2014
MetLife June 2011 - August 2011
U.S. Bank September 2006 - July 2010
Thrivent Financial May 2005 - September 2006
Northland Securities May 2004 - May 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Monetary Economics
University of Amsterdam
Study Abroad
Neuberger Berman October 2014 - Present
MetLife July 2012 - September 2014
MetLife June 2011 - August 2011
U.S. Bank September 2006 - July 2010
Thrivent Financial May 2005 - September 2006
Northland Securities May 2004 - May 2005
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Analytic Finance, Economics
University of Minnesota - Carlson School of Management 2001 — 2005
BSB, Finance, Monetary Economics
University of Amsterdam
Study Abroad
Jack Armstrong's Northland Securities Experience October 2009 - April 2012
Job Executive Vice President at Magnegas
Industry Financial Services
Experience
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Emily Kramer's Northland Securities Experience May 2012 - Present
Job Senior Fixed Income Associate at Northland Securities
Industry Financial Services
Experience
Northland Securities May 2012 - Present
Bloomberg Tradebook September 2006 - March 2012
Fifth Third Securities 2002 - 2006
Skills
Series 3, Series 7, Series 63, Bloomberg, Fixed Income, Trading, Securities, Bonds, Hedge Funds, Electronic Trading, Bloomberg Terminal, Derivatives, Portfolio Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Marketing, International Business
Audencia Nantes Ecole de Management 1998 — 1998
International Business
Sidney High School 1992 — 1995
Northland Securities May 2012 - Present
Bloomberg Tradebook September 2006 - March 2012
Fifth Third Securities 2002 - 2006
Skills
Series 3, Series 7, Series 63, Bloomberg, Fixed Income, Trading, Securities, Bonds, Hedge Funds, Electronic Trading, Bloomberg Terminal, Derivatives, Portfolio Management
Education
University of Cincinnati College of Business 1995 — 1999
BBA, Marketing, International Business
Audencia Nantes Ecole de Management 1998 — 1998
International Business
Sidney High School 1992 — 1995
Steve Denault's Northland Securities Experience 2009 - Present
Job Institutional Equity Sales
Industry Investment Management
Experience
Northland Securities 2009 - Present
Northland Securities 2004 - 2009
Craig-Hallum Capital Group 2002 - 2004
Piper Jaffray 1999 - 2002
The Pillsbury Company 1996 - 1999
The Valspar Corporation 1994 - 1996
Skills
Valuation, Equities, Equity Research, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, Series 7, Securities
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Minnesota - Carlson School of Management 1988 — 1992
BSB, Finance
Northland Securities 2009 - Present
Northland Securities 2004 - 2009
Craig-Hallum Capital Group 2002 - 2004
Piper Jaffray 1999 - 2002
The Pillsbury Company 1996 - 1999
The Valspar Corporation 1994 - 1996
Skills
Valuation, Equities, Equity Research, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, Series 7, Securities
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Minnesota - Carlson School of Management 1988 — 1992
BSB, Finance
Darren Aftahi's Northland Securities Experience July 2010 - Present
Job Senior Equity Research AnalystInternet and Digital Media at Northland Securities
Industry Financial Services
Experience
Northland Securities July 2010 - Present
Capital Mergers and Acquisitions, LLC January 2009 - June 2010
ThinkPanmure LLC 2005 - 2008
Deephaven Capital Management 2004 - 2004
Piper Jaffray 2000 - 2002
Piper Jaffray June 1998 - December 2000
Skills
Valuation, Portfolio Management, Financial Modeling, Equity Research, Investment Banking, Corporate Finance, Investments, Due Diligence, Equities, Private Equity, Strategy, Finance, Corporate Development, Start-ups, Venture Capital, Competitive Analysis, Capital Markets, Series 7, Trading, Derivatives, Equity Valuation, Hedge Funds, IPO, Bloomberg, Asset Management
Education
Boston College 1994 — 1998
B.S., Finance
Northland Securities July 2010 - Present
Capital Mergers and Acquisitions, LLC January 2009 - June 2010
ThinkPanmure LLC 2005 - 2008
Deephaven Capital Management 2004 - 2004
Piper Jaffray 2000 - 2002
Piper Jaffray June 1998 - December 2000
Skills
Valuation, Portfolio Management, Financial Modeling, Equity Research, Investment Banking, Corporate Finance, Investments, Due Diligence, Equities, Private Equity, Strategy, Finance, Corporate Development, Start-ups, Venture Capital, Competitive Analysis, Capital Markets, Series 7, Trading, Derivatives, Equity Valuation, Hedge Funds, IPO, Bloomberg, Asset Management
Education
Boston College 1994 — 1998
B.S., Finance
Aditya Dagaonkar's Northland Securities Experience 2012 - 2012
Job Cloud Infrastructure Finance at Amazon Web Services
Industry Internet
Experience
Amazon Web Services February 2015 - Present
Inovalon February 2013 - February 2015
Carlson Growth Fund March 2011 - May 2012
Northland Securities 2012 - 2012
Coloplast 2011 - 2012
Materiamedica Services Pvt. Ltd. 2004 - 2010
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Mumbai
Bachelor of Engineering
Amazon Web Services February 2015 - Present
Inovalon February 2013 - February 2015
Carlson Growth Fund March 2011 - May 2012
Northland Securities 2012 - 2012
Coloplast 2011 - 2012
Materiamedica Services Pvt. Ltd. 2004 - 2010
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA)
University of Mumbai
Bachelor of Engineering
Eric Soderberg's Northland Securities Experience January 2007 - Present
Job VP at Northland Securities
Industry Financial Services
Experience
Northland Securities January 2007 - Present
Piper Jaffray 1996 - 2004
Education
University of Minnesota Duluth 1991 — 1995
B.S., Finance and Economics
Northland Securities January 2007 - Present
Piper Jaffray 1996 - 2004
Education
University of Minnesota Duluth 1991 — 1995
B.S., Finance and Economics
Joshua Reilly, CFA's Northland Securities Experience July 2013 - July 2015
Job Research Associate at Canaccord Genuity Inc.
Industry Research
Experience
Canaccord Genuity Inc. August 2015 - Present
Northland Securities July 2013 - July 2015
Northland Securities July 2013 - December 2014
Focus Capital Group Inc. October 2010 - May 2013
Okabena Co. August 2008 - December 2008
Skills
Capital Raises, Private Equity, Investment Banking, Equities, Equity Research, Valuation, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Capital Markets, Business Valuation, Hedge Funds, Mergers & Acquisitions, M&A experience, Corporate Finance, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management
BSB, Finance, Accounting
Canaccord Genuity Inc. August 2015 - Present
Northland Securities July 2013 - July 2015
Northland Securities July 2013 - December 2014
Focus Capital Group Inc. October 2010 - May 2013
Okabena Co. August 2008 - December 2008
Skills
Capital Raises, Private Equity, Investment Banking, Equities, Equity Research, Valuation, Financial Modeling, Venture Capital, Corporate Development, Due Diligence, Capital Markets, Business Valuation, Hedge Funds, Mergers & Acquisitions, M&A experience, Corporate Finance, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management
BSB, Finance, Accounting
Jamie Radel's Northland Securities Experience February 2013 - September 2013
Job Planner at City of St. Paul
Industry Government Administration
Experience
City of St. Paul September 2013 - Present
Crate & Barrel 2012 - 2014
Northland Securities February 2013 - September 2013
Target March 2012 - December 2012
Minnesota Brownfields 2011 - 2011
City of Roseville, MN March 2006 - December 2010
Vandewalle & Associates 1999 - 2004
Skills
Urban Planning, Zoning, Sustainability, Community Development, Public Participation, GIS, Project Management, Economic Development, Policy Analysis, Land Use Planning, Strategic Planning, ArcGIS, Government
Education
Metropolitan State University 2011 — 2011
Project Management
University of Wisconsin-Madison 2003 — 2005
MS, Urban and Regional Planning
University of Wisconsin-Madison 1993 — 1997
BS, Conservation Biology, English
Minneapolis Community and Technical College
Certificate, Database Development
City of St. Paul September 2013 - Present
Crate & Barrel 2012 - 2014
Northland Securities February 2013 - September 2013
Target March 2012 - December 2012
Minnesota Brownfields 2011 - 2011
City of Roseville, MN March 2006 - December 2010
Vandewalle & Associates 1999 - 2004
Skills
Urban Planning, Zoning, Sustainability, Community Development, Public Participation, GIS, Project Management, Economic Development, Policy Analysis, Land Use Planning, Strategic Planning, ArcGIS, Government
Education
Metropolitan State University 2011 — 2011
Project Management
University of Wisconsin-Madison 2003 — 2005
MS, Urban and Regional Planning
University of Wisconsin-Madison 1993 — 1997
BS, Conservation Biology, English
Minneapolis Community and Technical College
Certificate, Database Development
Marty Beskow, CFA, CPA, ABV's Northland Securities Experience August 2010 - February 2012
Job Chief Financial Officer
Industry Oil & Energy
Experience
American Eagle Energy Corporation August 2013 - Present
Emerald Oil, Inc. March 2012 - July 2013
Northland Securities August 2010 - February 2012
Blue Water Capital Advisors March 2009 - May 2010
Interlachen Capital Group March 2007 - March 2009
Stonehill Financial, LLC / Stonehill Group, LLP May 2003 - March 2007
Robert W. Baird & Co. December 2002 - April 2003
Piper Jaffray March 1998 - November 2002
Target Corporation February 1997 - March 1998
KPMG December 1992 - January 1997
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Quoted in numerous..., Public speaker at..., Start-ups, Turnaround Experience, Debt & Equity Capital..., Growth Strategies, Financial Analysis, Capital Markets
Education
St. Cloud State University 1989 — 1992
BS, Accounting
American Eagle Energy Corporation August 2013 - Present
Emerald Oil, Inc. March 2012 - July 2013
Northland Securities August 2010 - February 2012
Blue Water Capital Advisors March 2009 - May 2010
Interlachen Capital Group March 2007 - March 2009
Stonehill Financial, LLC / Stonehill Group, LLP May 2003 - March 2007
Robert W. Baird & Co. December 2002 - April 2003
Piper Jaffray March 1998 - November 2002
Target Corporation February 1997 - March 1998
KPMG December 1992 - January 1997
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Quoted in numerous..., Public speaker at..., Start-ups, Turnaround Experience, Debt & Equity Capital..., Growth Strategies, Financial Analysis, Capital Markets
Education
St. Cloud State University 1989 — 1992
BS, Accounting
Josh Giles's Northland Securities Experience September 2009 - June 2010
Job Seeking employment
Industry Financial Services
Experience
Northland Securities September 2009 - June 2010
Piper Jaffray - Corporate & Venture Services January 2001 - June 2008
Hubbard Broadcasting August 1999 - December 2000
Skills
Series 7, Series 63, Equities, Bloomberg, Investments, Hedge Funds, Securities, Equity Research
Education
St. Cloud State University 1995 — 1998
Marketing
Spanish American Institute - Seville, Spain 1996 — 1996
SBH
Northland Securities September 2009 - June 2010
Piper Jaffray - Corporate & Venture Services January 2001 - June 2008
Hubbard Broadcasting August 1999 - December 2000
Skills
Series 7, Series 63, Equities, Bloomberg, Investments, Hedge Funds, Securities, Equity Research
Education
St. Cloud State University 1995 — 1998
Marketing
Spanish American Institute - Seville, Spain 1996 — 1996
SBH
Paul Donna's Northland Securities Experience October 2002 - Present
Job Senior Vice President, Northland Securities, Inc.
Industry Financial Services
Experience
Northland Securities October 2002 - Present
Springsted Incorporated 1990 - 2000
Public Financial Systems 1989 - 1990
Skills
Bonds, Public Finance, Local Government, Capital Markets, Financial Modeling, Restructuring, Series 7
Education
St. Cloud State University 1985 — 1989
BS Economics, Economics
Northland Securities October 2002 - Present
Springsted Incorporated 1990 - 2000
Public Financial Systems 1989 - 1990
Skills
Bonds, Public Finance, Local Government, Capital Markets, Financial Modeling, Restructuring, Series 7
Education
St. Cloud State University 1985 — 1989
BS Economics, Economics
Phil Riggio's Northland Securities Experience August 2012 - Present
Job Senior Vice President, Equities Sales at Northland Securities
Industry Financial Services
Experience
Northland Securities August 2012 - Present
Rodman & Renshaw July 2009 - July 2012
Cantor Fitzgerald January 2005 - October 2009
Cantor Fitzgerald September 2001 - February 2009
Skills
Equity Trading, Equities, Securities, Series 7, Trading, Low Latency, Financial Markets
Education
Loyola College in Maryland 1988 — 1992
BBA, Economics / Philosophy
Northland Securities August 2012 - Present
Rodman & Renshaw July 2009 - July 2012
Cantor Fitzgerald January 2005 - October 2009
Cantor Fitzgerald September 2001 - February 2009
Skills
Equity Trading, Equities, Securities, Series 7, Trading, Low Latency, Financial Markets
Education
Loyola College in Maryland 1988 — 1992
BBA, Economics / Philosophy
Brenda Price's Northland Securities Experience March 2014 - Present
Job Payroll Accountant at Northland Securities
Industry Food Production
Experience
Northland Securities March 2014 - Present
Morrissey Hospitality Companies December 2011 - March 2014
Pearson Candy Company July 2009 - February 2012
St Paul Pioneer Press April 2007 - January 2009
Denny Hecker Automotive Group September 1997 - March 2007
Skills
Payroll Processing, Benefits Administration, Excel, Word, Budgeting, Payroll, Mutli state payroll, Accounts Payable, Accounts Receivable, Microsoft Excel, HRIS
Education
Brown College 2009 — 2012
Bachelor, Business Management, 3.87
Riverland Technical College 1991 — 1992
Business Management/Accounting
Patricia Stevens Carre College (Milwaukee School of Business) 1982 — 1984
Fashion Merchandise Diploma, Fashion Merchandies
Northland Securities March 2014 - Present
Morrissey Hospitality Companies December 2011 - March 2014
Pearson Candy Company July 2009 - February 2012
St Paul Pioneer Press April 2007 - January 2009
Denny Hecker Automotive Group September 1997 - March 2007
Skills
Payroll Processing, Benefits Administration, Excel, Word, Budgeting, Payroll, Mutli state payroll, Accounts Payable, Accounts Receivable, Microsoft Excel, HRIS
Education
Brown College 2009 — 2012
Bachelor, Business Management, 3.87
Riverland Technical College 1991 — 1992
Business Management/Accounting
Patricia Stevens Carre College (Milwaukee School of Business) 1982 — 1984
Fashion Merchandise Diploma, Fashion Merchandies
Ryan Wright, CFA's Northland Securities Experience February 2010 - March 2012
Job Full Time MBA Candidate Class of 2016 Tepper School of Business at Carnegie Mellon University
Industry Financial Services
Experience
Piper Jaffray April 2012 - April 2014
Northland Securities February 2010 - March 2012
Skills
Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Financial Analysis, Hedge Funds, Investments, Series 7, Investment Banking, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Securities, Due Diligence, Finance, Corporate Development, IPO
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
University of St. Thomas 2005 — 2009
B.A., Finance
Piper Jaffray April 2012 - April 2014
Northland Securities February 2010 - March 2012
Skills
Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Financial Analysis, Hedge Funds, Investments, Series 7, Investment Banking, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Securities, Due Diligence, Finance, Corporate Development, IPO
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
University of St. Thomas 2005 — 2009
B.A., Finance
William Sutherland's Northland Securities Experience October 2011 - July 2013
Job Managing Director at Emerging Growth Equities
Industry Capital Markets
Experience
Emerging Growth Equities August 2013 - Present
Northland Securities October 2011 - July 2013
Boenning & Scattergood 2003 - 2011
Commerce Capital Markets 2001 - 2003
Janney Montgomery Scott 1993 - 2001
Skills
Equity Research, Equities, Capital Markets, Investments, Series 7, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Fixed Income
Education
Columbia University - Columbia Business School 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Ameican Studies
Emerging Growth Equities August 2013 - Present
Northland Securities October 2011 - July 2013
Boenning & Scattergood 2003 - 2011
Commerce Capital Markets 2001 - 2003
Janney Montgomery Scott 1993 - 2001
Skills
Equity Research, Equities, Capital Markets, Investments, Series 7, Valuation, Asset Managment, Financial Modeling, Bloomberg, Financial Analysis, Asset Management, Alternative Investments, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Portfolio Management, Securities, Due Diligence, Trading, Private Equity, Fixed Income
Education
Columbia University - Columbia Business School 1981 — 1982
Master of Business Administration (MBA), Finance, General
University of North Carolina at Chapel Hill
Bachelor of Arts (B.A.), Ameican Studies
Jennifer Thompson's Northland Securities Experience September 2001 - October 2005
Job Executive Assistant to Vice Chairman and President at TCF Financial Corporation
Industry Financial Services
Experience
TCF Financial Corporation September 2013 - Present
Portico Benefit Services March 2012 - September 2013
Marquette Financial April 2008 - March 2012
Dougherty & Company, LLC October 2005 - April 2008
Northland Securities September 2001 - October 2005
Miller & Schroeder Financial/Miller Johnson Steichen Kinnard September 1995 - September 2001
Kowalik & Associates January 1993 - January 1995
Skills
Portfolio Management, Accounting, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Business Strategy, Executive Office..., Corporate Finance, Microsoft Word, Customer Support, Accounts Receivable, Customer Service, Credit, Event Planning, Banking
Education
St. Cloud State University 1992 — 1995
Business Administration
Rasmussen Business College
Bachelor of Science (BS), Business Administration
St. Cloud State University
Bachelor of Science (BS), Business Administration
TCF Financial Corporation September 2013 - Present
Portico Benefit Services March 2012 - September 2013
Marquette Financial April 2008 - March 2012
Dougherty & Company, LLC October 2005 - April 2008
Northland Securities September 2001 - October 2005
Miller & Schroeder Financial/Miller Johnson Steichen Kinnard September 1995 - September 2001
Kowalik & Associates January 1993 - January 1995
Skills
Portfolio Management, Accounting, Finance, PowerPoint, Microsoft Office, Microsoft Excel, Sales, Business Strategy, Executive Office..., Corporate Finance, Microsoft Word, Customer Support, Accounts Receivable, Customer Service, Credit, Event Planning, Banking
Education
St. Cloud State University 1992 — 1995
Business Administration
Rasmussen Business College
Bachelor of Science (BS), Business Administration
St. Cloud State University
Bachelor of Science (BS), Business Administration
Patrick Good's Northland Securities Experience May 2011 - July 2013
Job SPS/Brokerage Trades Representative
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc. July 2015 - Present
Dougherty & Company LLC March 2014 - October 2014
Northland Securities May 2011 - July 2013
CoBank May 2010 - July 2010
Good's Painting Services January 2007 - September 2007
Skills
Economics, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Equity Research, Stata, International Relations, Corporate Finance, Management, Data Analysis, R
Education
University of Minnesota-Twin Cities 2008 — 2013
Bachelor of Science in Economics, finance emphasis
Ameriprise Financial Services, Inc. July 2015 - Present
Dougherty & Company LLC March 2014 - October 2014
Northland Securities May 2011 - July 2013
CoBank May 2010 - July 2010
Good's Painting Services January 2007 - September 2007
Skills
Economics, Financial Modeling, Financial Analysis, Finance, Microsoft Excel, Equity Research, Stata, International Relations, Corporate Finance, Management, Data Analysis, R
Education
University of Minnesota-Twin Cities 2008 — 2013
Bachelor of Science in Economics, finance emphasis
Karl Schmidtke, CFA's Northland Securities Experience September 2007 - Present
Job Senior Vice President Investments at Northland Securities
Industry Financial Services
Experience
Northland Securities September 2007 - Present
Cleary Gull Inc. October 1998 - September 2007
Smith Barney Inc. January 1995 - October 1998
Education
Baylor University 1990 — 1991
MBA, Finance
Baylor University 1986 — 1990
BBA, Economics and Finance
New Berlin Eisenhower 1982 — 1986
Northland Securities September 2007 - Present
Cleary Gull Inc. October 1998 - September 2007
Smith Barney Inc. January 1995 - October 1998
Education
Baylor University 1990 — 1991
MBA, Finance
Baylor University 1986 — 1990
BBA, Economics and Finance
New Berlin Eisenhower 1982 — 1986
Ming Han (James) Chen's Northland Securities Experience October 2014 - May 2015
Job Equity Research Associate at Nomura Securities
Industry Financial Services
Experience
Nomura Securities May 2015 - Present
Northland Securities October 2014 - May 2015
Credit Suisse February 2013 - October 2014
Chinatrust Commercial Bank July 2012 - February 2013
Capra Asset Management (Global Macro Hedge Fund) July 2011 - August 2011
Chinatrust Commercial Bank June 2011 - July 2011
Deloitte & Touche Taiwan August 2009 - August 2010
Coast Guard Administration, Taipei Harbor of International Trade September 2008 - August 2009
Skills
Financial Modeling, Credit, Bloomberg, Investments, Risk, Hedge Funds, Income Tax, Internal Communications, Financial Risk, Valuation, Corporate Finance, Finance, Derivatives, Fixed Income, Financial Analysis, Portfolio Management, Analysis, Capital Markets, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.65
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
MBA, Finance
National Central University 2003 — 2008
BBA, Finance and Management
Université Jean Moulin (Lyon III) 2007 — 2007
MAA, General Management
University of Rochester
Nomura Securities May 2015 - Present
Northland Securities October 2014 - May 2015
Credit Suisse February 2013 - October 2014
Chinatrust Commercial Bank July 2012 - February 2013
Capra Asset Management (Global Macro Hedge Fund) July 2011 - August 2011
Chinatrust Commercial Bank June 2011 - July 2011
Deloitte & Touche Taiwan August 2009 - August 2010
Coast Guard Administration, Taipei Harbor of International Trade September 2008 - August 2009
Skills
Financial Modeling, Credit, Bloomberg, Investments, Risk, Hedge Funds, Income Tax, Internal Communications, Financial Risk, Valuation, Corporate Finance, Finance, Derivatives, Fixed Income, Financial Analysis, Portfolio Management, Analysis, Capital Markets, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration (MBA), Accounting and Finance, 3.65
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
MBA, Finance
National Central University 2003 — 2008
BBA, Finance and Management
Université Jean Moulin (Lyon III) 2007 — 2007
MAA, General Management
University of Rochester
Andrew Tuquilar's Northland Securities Experience April 2012 - February 2015
Job Internal Wholesaler at AEI Fund Management, Inc
Industry Financial Services
Experience
AEI Fund Management, Inc February 2015 - Present
Northland Securities April 2012 - February 2015
Minnesota Department of Revenue February 2012 - April 2012
Minnesota Department of Revenue June 2010 - September 2011
Skills
Microsoft Excel, Auditing, Customer Service, Finance, Sales, Accounting, Tax, Income Tax, Series 63, series 52, Series 7
Education
Hamline University 2007 — 2011
BBA, Finance
Simley High School 2003 — 2007
AEI Fund Management, Inc February 2015 - Present
Northland Securities April 2012 - February 2015
Minnesota Department of Revenue February 2012 - April 2012
Minnesota Department of Revenue June 2010 - September 2011
Skills
Microsoft Excel, Auditing, Customer Service, Finance, Sales, Accounting, Tax, Income Tax, Series 63, series 52, Series 7
Education
Hamline University 2007 — 2011
BBA, Finance
Simley High School 2003 — 2007
Brinna Boese's Northland Securities Experience July 2003 - January 2005
Job Artist, Office Assistant, School Volunteer, Teacher's Assistant
Industry
Experience
First Baptist Church Of Frisco August 2015 - Present
Crystal Police Department June 2012 - December 2012
DeVry University September 2011 - May 2012
Northland Securities July 2003 - January 2005
Miller Johnson Steichen Kinnard July 2000 - May 2003
Skills
Microsoft Word, Higher Education, Nonprofits, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Strategic Planning, Teaching
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Science (B.S.), Biology/Genetics
North Hennepin Community College 1994 — 1995
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
First Baptist Church Of Frisco August 2015 - Present
Crystal Police Department June 2012 - December 2012
DeVry University September 2011 - May 2012
Northland Securities July 2003 - January 2005
Miller Johnson Steichen Kinnard July 2000 - May 2003
Skills
Microsoft Word, Higher Education, Nonprofits, Microsoft Office, Customer Service, Time Management, Microsoft Excel, Strategic Planning, Teaching
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Science (B.S.), Biology/Genetics
North Hennepin Community College 1994 — 1995
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
Daniel Baasen's Northland Securities Experience August 2011 - Present
Job Senior Vice President at Northland Securities
Industry Financial Services
Experience
Northland Securities August 2011 - Present
Wells Fargo Private Client Services November 1999 - July 2011
Piper Jaffray, Inc January 1985 - November 1999
Skills
Series 7
Education
University of Minnesota-Twin Cities 1963 — 1965
economics
University of Colorado at Boulder, 1960-1962 College of Liberal Arts
Northland Securities August 2011 - Present
Wells Fargo Private Client Services November 1999 - July 2011
Piper Jaffray, Inc January 1985 - November 1999
Skills
Series 7
Education
University of Minnesota-Twin Cities 1963 — 1965
economics
University of Colorado at Boulder, 1960-1962 College of Liberal Arts
Wendy Whiting's Northland Securities Experience November 2010 - October 2013
Job Accounting
Industry Financial Services
Experience
Accountemps November 2013 - June 2014
Northland Securities November 2010 - October 2013
Pure Romance 2002 - 2009
Great Clips, Inc. 2005 - 2007
Schmitt Music 2002 - 2005
Dorsey & Whitney LLP 1999 - 2001
Metropolitan Management 1995 - 1998
Skills
Payroll, Accounting, Financial Analysis, Microsoft Excel, Customer Service, Financial Modeling, Strategic Planning, Leadership, Microsoft Word, Banking, Access, Investments, Business Analysis, Management, Equities
Education
National American University 2000 — 2003
BS, Financial Accounting
Minnesota School of Business 1999 — 2002
AAS, Advanced Accounting
Johnson High School 1990 — 1994
Accountemps November 2013 - June 2014
Northland Securities November 2010 - October 2013
Pure Romance 2002 - 2009
Great Clips, Inc. 2005 - 2007
Schmitt Music 2002 - 2005
Dorsey & Whitney LLP 1999 - 2001
Metropolitan Management 1995 - 1998
Skills
Payroll, Accounting, Financial Analysis, Microsoft Excel, Customer Service, Financial Modeling, Strategic Planning, Leadership, Microsoft Word, Banking, Access, Investments, Business Analysis, Management, Equities
Education
National American University 2000 — 2003
BS, Financial Accounting
Minnesota School of Business 1999 — 2002
AAS, Advanced Accounting
Johnson High School 1990 — 1994
Brian Luedtke, CFA's Northland Securities Experience September 2011 - Present
Job Senior Vice President at Northland Securities
Industry Financial Services
Experience
Northland Securities September 2011 - Present
Piper Jaffray July 2004 - June 2008
GILCO Partners 2001 - 2004
Piper Jaffray 1985 - 2001
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
Iowa State University
Bachelor of Science (BS), Agricultural Economics
Northland Securities September 2011 - Present
Piper Jaffray July 2004 - June 2008
GILCO Partners 2001 - 2004
Piper Jaffray 1985 - 2001
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
Iowa State University
Bachelor of Science (BS), Agricultural Economics
David Turetsky's Northland Securities Experience April 2012 - October 2012
Job Editor, Portfolio Advisory Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Northland Securities April 2012 - October 2012
ThinkEquity LLC May 2011 - September 2011
ThinkEquity LLC March 2005 - March 2011
RBC Capital Markets November 2003 - March 2005
RBC Capital Markets July 1998 - October 2003
Skills
Editing, Copy Editing, Proofreading, Microsoft Office, Journalism, BlueMatrix, Writing, Improv
Education
Michigan State University
B.A., Journalism
RBC Wealth Management October 2012 - Present
Northland Securities April 2012 - October 2012
ThinkEquity LLC May 2011 - September 2011
ThinkEquity LLC March 2005 - March 2011
RBC Capital Markets November 2003 - March 2005
RBC Capital Markets July 1998 - October 2003
Skills
Editing, Copy Editing, Proofreading, Microsoft Office, Journalism, BlueMatrix, Writing, Improv
Education
Michigan State University
B.A., Journalism
Aimee Downes Papierniak's Northland Securities Experience December 2012 - Present
Job Fixed Income Associate at Northland Securities
Industry Financial Services
Experience
Northland Securities December 2012 - Present
Flash Mob America August 2012 - June 2014
Walden University October 2012 - November 2012
Wiggin Library, Meadville Lombard Theological School November 2008 - May 2009
Carleton College Office of Publications September 2004 - January 2008
Carleton College Dacie Moses House September 2005 - May 2006
Skills
Editing, Public Speaking, Research, Adobe Creative Suite, Bloomberg Terminal, BondEdge, Copywriting, Cross-cultural..., Customer Service, Data Analysis, Data Entry, Databases, Drupal, Email, Epic Systems, Facebook, Financial Analysis, GIMP, Google Apps, Graphic Design, Inkscape, Leading Meetings, Learning New Software, Microsoft Office, Multitasking Skills, Office Equipment, Organization, Pinterest, Presentation Design, Priority Setting, Problem Solving, Proofreading, QuarkXPress, Quicken, Reading Comprehension, Report Writing, SEO copywriting, SharePoint, Social Media, Spreadsheets, SPSS, Summarizing Information, Summary Reports, Tax Preparation, Teamwork, Web Content, Twitter, Word Processing, Wordpress, Writing
Education
Carleton College 2004 — 2008
Bachelor of Arts (BA), Psychology and Religion
United Theological Seminary of the Twin Cities 2009 — 2012
Master of Divinity (M.Div.), Pastoral Care and Counseling
Meadville Lombard Theological School 2008 — 2009
Master of Divinity (M.Div.)
Northland Securities December 2012 - Present
Flash Mob America August 2012 - June 2014
Walden University October 2012 - November 2012
Wiggin Library, Meadville Lombard Theological School November 2008 - May 2009
Carleton College Office of Publications September 2004 - January 2008
Carleton College Dacie Moses House September 2005 - May 2006
Skills
Editing, Public Speaking, Research, Adobe Creative Suite, Bloomberg Terminal, BondEdge, Copywriting, Cross-cultural..., Customer Service, Data Analysis, Data Entry, Databases, Drupal, Email, Epic Systems, Facebook, Financial Analysis, GIMP, Google Apps, Graphic Design, Inkscape, Leading Meetings, Learning New Software, Microsoft Office, Multitasking Skills, Office Equipment, Organization, Pinterest, Presentation Design, Priority Setting, Problem Solving, Proofreading, QuarkXPress, Quicken, Reading Comprehension, Report Writing, SEO copywriting, SharePoint, Social Media, Spreadsheets, SPSS, Summarizing Information, Summary Reports, Tax Preparation, Teamwork, Web Content, Twitter, Word Processing, Wordpress, Writing
Education
Carleton College 2004 — 2008
Bachelor of Arts (BA), Psychology and Religion
United Theological Seminary of the Twin Cities 2009 — 2012
Master of Divinity (M.Div.), Pastoral Care and Counseling
Meadville Lombard Theological School 2008 — 2009
Master of Divinity (M.Div.)
Suraj Kalia's Northland Securities Experience August 2012 - Present
Job Managing Director at Northland Securities
Industry Financial Services
Experience
Northland Securities August 2012 - Present
Rodman & Renshaw December 2009 - July 2012
Piper Jaffray January 2007 - April 2008
Northland Securities 2003 - 2005
University of St. Thomas 2002 - 2004
Entegris Inc 1997 - 2003
Skills
Financial Analysis, Strategic Planning, Business Strategy, Business Development, Mergers & Acquisitions, Research, Finance, Corporate Finance, Negotiation, New Business Development, Due Diligence, Valuation, Financial Modeling, Venture Capital, Private Equity, Investments, Capital Markets, Equities, Corporate Development, Hedge Funds, Management
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst
University of St. Thomas 1999 — 2002
Master of Business Administration (M.B.A.), Investments and Securities
Stevens Institute of Technology 1995 — 1997
Master's degree, Chemical Engineering
Indian Institute of Technology, Bombay 1989 — 1993
Bachelor's in Engineering, Chemical Engineering
Northland Securities August 2012 - Present
Rodman & Renshaw December 2009 - July 2012
Piper Jaffray January 2007 - April 2008
Northland Securities 2003 - 2005
University of St. Thomas 2002 - 2004
Entegris Inc 1997 - 2003
Skills
Financial Analysis, Strategic Planning, Business Strategy, Business Development, Mergers & Acquisitions, Research, Finance, Corporate Finance, Negotiation, New Business Development, Due Diligence, Valuation, Financial Modeling, Venture Capital, Private Equity, Investments, Capital Markets, Equities, Corporate Development, Hedge Funds, Management
Education
CFA Institute 2000 — 2002
Chartered Financial Analyst
University of St. Thomas 1999 — 2002
Master of Business Administration (M.B.A.), Investments and Securities
Stevens Institute of Technology 1995 — 1997
Master's degree, Chemical Engineering
Indian Institute of Technology, Bombay 1989 — 1993
Bachelor's in Engineering, Chemical Engineering
Lucas Baranowski's Northland Securities Experience September 2014 - Present
Job Equity Research Intern
Industry Financial Services
Experience
Northland Securities September 2014 - Present
Northland Securities May 2014 - January 2015
Skills
Critical Thinking, Equity Research, FactSet, Financial Modeling, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor's of Science in Business, Accounting and Finance, 3.88
Northland Securities September 2014 - Present
Northland Securities May 2014 - January 2015
Skills
Critical Thinking, Equity Research, FactSet, Financial Modeling, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor's of Science in Business, Accounting and Finance, 3.88
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial