Okabena Co.
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Okabena Co. Employees
Employee
Years
Job
Industry
Donell Cherry Donell Cherry's Okabena Co. Experience November 2006 - June 2008
Job Chief Operating Officer at James Dayton Design Ltd.
Industry Architecture & Planning
Experience
James Dayton Design June 2008 - Present
Okabena Co. November 2006 - June 2008
American Cancer Society September 2004 - March 2006
Skills
Marketing, Microsoft Excel, Event Planning, Microsoft Office, Outlook, CRM, QuickBooks, Siebel, Total Return, Fundraising, Advertising, Social Networking, Strategic Planning, Event Management, Marketing Strategy
Education
Texas Tech University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
James Dayton Design June 2008 - Present
Okabena Co. November 2006 - June 2008
American Cancer Society September 2004 - March 2006
Skills
Marketing, Microsoft Excel, Event Planning, Microsoft Office, Outlook, CRM, QuickBooks, Siebel, Total Return, Fundraising, Advertising, Social Networking, Strategic Planning, Event Management, Marketing Strategy
Education
Texas Tech University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Marketing
Sandy Ocholik, CPA (inactive) Sandy Ocholik, CPA (inactive)'s Okabena Co. Experience November 2012 - Present
Job Staff Accountant at Okabena Co.
Industry Accounting
Experience
Okabena Co. November 2012 - Present
Fieldworks, Inc 1996 - 1998
Arthur Andersen LLP 1991 - 1996
Skills
Budgets, Accounting, General Ledger, Account Reconciliation, Cash Management, Financial Reporting, Excel, Financial Analysis, Auditing, Budget Analysis, Budget Preparation
Education
University of Michigan Business School 1987 — 1991
BBA, Accounting
Okabena Co. November 2012 - Present
Fieldworks, Inc 1996 - 1998
Arthur Andersen LLP 1991 - 1996
Skills
Budgets, Accounting, General Ledger, Account Reconciliation, Cash Management, Financial Reporting, Excel, Financial Analysis, Auditing, Budget Analysis, Budget Preparation
Education
University of Michigan Business School 1987 — 1991
BBA, Accounting
Jay Francis Cruz Jay Francis Cruz's Okabena Co. Experience June 2015 - Present
Job Partnership Compliance Associate Tax Manager at Okabena Co.
Industry Accounting
Experience
Okabena Co. June 2015 - Present
Baker Tilly Virchow Krause, LLP January 2014 - June 2015
Baker Tilly Virchow Krause, LLP August 2011 - January 2014
Baker Tilly Virchow Krause, LLP January 2010 - August 2011
Skills
Non-profits, Corporate Tax, Tax Compliance, Income Tax, Tax Preparation, Tax Research, Tax Accounting, CPA, US GAAP
Education
University of Northern Iowa 2004 — 2009
BA, Accounting
LSGH
LSGH
Okabena Co. June 2015 - Present
Baker Tilly Virchow Krause, LLP January 2014 - June 2015
Baker Tilly Virchow Krause, LLP August 2011 - January 2014
Baker Tilly Virchow Krause, LLP January 2010 - August 2011
Skills
Non-profits, Corporate Tax, Tax Compliance, Income Tax, Tax Preparation, Tax Research, Tax Accounting, CPA, US GAAP
Education
University of Northern Iowa 2004 — 2009
BA, Accounting
LSGH
LSGH
Janice Meyer, CPA (Inactive) Janice Meyer, CPA (Inactive)'s Okabena Co. Experience 1988 - 1997
Job Controller at Builders Association of the Twin Cities
Industry Accounting
Experience
Builders Association of the Twin Cities April 2014 - Present
Health Care Compliance Association (HCCA) September 2012 - April 2014
Rust Consulting May 2007 - August 2012
Rider Bennett, LLP 2005 - 2007
Minneapolis/St. Paul Business Journal 2000 - 2005
C.I. Title/US Recordings, Inc. 1999 - 2000
Bowman and Brooke 1997 - 1999
Okabena Co. 1988 - 1997
KPMG US 1985 - 1987
Skills
Accounting, Forecasting, Budgets, Microsoft Excel, General Ledger, Accounts Payable, Financial Analysis, Financial Reporting, Leadership, Payroll, Internal Controls, Microsoft Office, SOX Compliancy, US GAAP, Team Leadership, Business Process..., Problem Solving, FRx Report Writer, FAS, Elite, Platinum, ADP Payroll, Risk Management, Financial Modeling, Management, Finance, Internal Audit, Vendor Management
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (B.S.), Accounting/CPA
Builders Association of the Twin Cities April 2014 - Present
Health Care Compliance Association (HCCA) September 2012 - April 2014
Rust Consulting May 2007 - August 2012
Rider Bennett, LLP 2005 - 2007
Minneapolis/St. Paul Business Journal 2000 - 2005
C.I. Title/US Recordings, Inc. 1999 - 2000
Bowman and Brooke 1997 - 1999
Okabena Co. 1988 - 1997
KPMG US 1985 - 1987
Skills
Accounting, Forecasting, Budgets, Microsoft Excel, General Ledger, Accounts Payable, Financial Analysis, Financial Reporting, Leadership, Payroll, Internal Controls, Microsoft Office, SOX Compliancy, US GAAP, Team Leadership, Business Process..., Problem Solving, FRx Report Writer, FAS, Elite, Platinum, ADP Payroll, Risk Management, Financial Modeling, Management, Finance, Internal Audit, Vendor Management
Education
Minnesota State University, Mankato 1981 — 1985
Bachelor of Science (B.S.), Accounting/CPA
Allie Crowder-Schaefer's Okabena Co. Experience December 2004 - August 2006
Job Associate Project Manager at Hasbro
Industry Events Services
Experience
Hasbro February 2014 - Present
Hasbro October 2012 - January 2014
Hasbro through Silverman McGovern Staffing and Recruiting January 2011 - June 2012
Everything Events Co January 2008 - December 2010
Foresight Science & Technology May 2009 - May 2010
Okabena Co. December 2004 - August 2006
Educational Testing Service June 2002 - June 2004
Skills
Event Management, Research, Newsletters, Social Media, Public Speaking, Online Marketing, Public Relations, Blogging, Marketing Strategy, Email Marketing, Customer Service, Press Releases, Social Networking, Microsoft Office, Fundraising, Advertising, Customer Relations, Graphic Design, Event Planning, Negotiation, Photoshop, Non-profits, Excel, PowerPoint, Budgeting, Word, Media Relations, Problem Solving, Marketing Communications, Adobe Creative Suite, Small Business, Outlook, Web Design, Administration, HTML, Special Events, Coaching, Social Media Marketing, Nonprofits, Budgets, Market Research, Trade Shows, Management, Direct Mail, Facebook, Online Advertising, Entertainment, Corporate Events, Brand Awareness, Sponsorship
Education
Johnson & Wales University 2006 — 2008
M.B.A., Hospitality - Event Leadership
St. Edward's University 1995 — 1999
BA, Communications, Media Production
Hasbro February 2014 - Present
Hasbro October 2012 - January 2014
Hasbro through Silverman McGovern Staffing and Recruiting January 2011 - June 2012
Everything Events Co January 2008 - December 2010
Foresight Science & Technology May 2009 - May 2010
Okabena Co. December 2004 - August 2006
Educational Testing Service June 2002 - June 2004
Skills
Event Management, Research, Newsletters, Social Media, Public Speaking, Online Marketing, Public Relations, Blogging, Marketing Strategy, Email Marketing, Customer Service, Press Releases, Social Networking, Microsoft Office, Fundraising, Advertising, Customer Relations, Graphic Design, Event Planning, Negotiation, Photoshop, Non-profits, Excel, PowerPoint, Budgeting, Word, Media Relations, Problem Solving, Marketing Communications, Adobe Creative Suite, Small Business, Outlook, Web Design, Administration, HTML, Special Events, Coaching, Social Media Marketing, Nonprofits, Budgets, Market Research, Trade Shows, Management, Direct Mail, Facebook, Online Advertising, Entertainment, Corporate Events, Brand Awareness, Sponsorship
Education
Johnson & Wales University 2006 — 2008
M.B.A., Hospitality - Event Leadership
St. Edward's University 1995 — 1999
BA, Communications, Media Production
Colleen Stauber's Okabena Co. Experience April 1999 - December 2014
Job Executive Administrator at Okabena Company
Industry Investment Management
Experience
Okabena Company December 2014 - Present
Okabena Co. April 1999 - December 2014
Okabena Company January 1993 - March 1999
Lee Bisel Realty January 1987 - November 1992
Midway Container June 1986 - February 1988
Skills
Meeting planning, Creative Problem Solving, Collaboration, Organization, Sales, Real Estate, Event Planning, Event Management, Social Networking, Integrity, Marketing, Incentives, Newsletters, Goal Oriented, Fundraising, Trade Shows, Management, Customer Service, Strategic Planning
Education
University of Minnesota-Twin Cities
2 years undergraduate, Speech Communication and Journalism
Okabena Company December 2014 - Present
Okabena Co. April 1999 - December 2014
Okabena Company January 1993 - March 1999
Lee Bisel Realty January 1987 - November 1992
Midway Container June 1986 - February 1988
Skills
Meeting planning, Creative Problem Solving, Collaboration, Organization, Sales, Real Estate, Event Planning, Event Management, Social Networking, Integrity, Marketing, Incentives, Newsletters, Goal Oriented, Fundraising, Trade Shows, Management, Customer Service, Strategic Planning
Education
University of Minnesota-Twin Cities
2 years undergraduate, Speech Communication and Journalism
Scott Russett Scott Russett's Okabena Co. Experience January 2007 - December 2013
Job Vice President & Chief Financial Officer at Okabena Investment Services, Inc.
Industry Financial Services
Experience
Okabena Investment Services, Inc. January 2014 - Present
Okabena Co. January 2007 - December 2013
Okabena Co. January 2005 - December 2006
Okabena Co. January 1997 - December 2004
Okabena Co. May 1993 - December 1996
Virchow Krause Helgeson & Company June 1991 - May 1993
Skills
Business Strategy, Strategic Financial..., Strategic Planning, Microsoft Office, Leadership, Financial Reporting, Financial Analysis, Investment Portfolio, Cross-functional Team..., Accounting, Process Improvement, Sarbanes-Oxley Act, Financial Operations, Financial Modeling, Risk Management, Venture Capital, Private Equity, Budgets, Finance, Analysis, New Business Development, Program Management, Management, Negotiation, Debt & Equity Financing, Auditing, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Executive MBA, Graduated with honors.
Minnesota State University, Mankato 1987 — 1991
BS, Accounting
Okabena Investment Services, Inc. January 2014 - Present
Okabena Co. January 2007 - December 2013
Okabena Co. January 2005 - December 2006
Okabena Co. January 1997 - December 2004
Okabena Co. May 1993 - December 1996
Virchow Krause Helgeson & Company June 1991 - May 1993
Skills
Business Strategy, Strategic Financial..., Strategic Planning, Microsoft Office, Leadership, Financial Reporting, Financial Analysis, Investment Portfolio, Cross-functional Team..., Accounting, Process Improvement, Sarbanes-Oxley Act, Financial Operations, Financial Modeling, Risk Management, Venture Capital, Private Equity, Budgets, Finance, Analysis, New Business Development, Program Management, Management, Negotiation, Debt & Equity Financing, Auditing, Portfolio Management
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Executive MBA, Graduated with honors.
Minnesota State University, Mankato 1987 — 1991
BS, Accounting
Deborah D. Weiss, CFA Deborah D. Weiss, CFA's Okabena Co. Experience September 2012 - Present
Job Sr. Investment Professional and Experienced Client Relationship Manager
Industry Investment Management
Experience
Okabena Co. September 2012 - Present
Jeffrey Slocum & Associates July 2005 - September 2012
The Valspar Corporation April 1998 - December 2004
Imation July 1996 - April 1998
3M April 1983 - June 1996
Bendix Corporation 1981 - April 1983
Ford Motor Credit Company 1979 - 1981
Corroon and Black Corporation 1978 - 1979
Vanderbilt University 1976 - 1979
Skills
Financial Modeling, Asset Managment, Financial Analysis, Investments, Corporate Finance, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Wealth Management, Financial Markets, Investment Advisory, Investor Relations, Investment Management, Forecasting, Venture Capital, Cash Management, Alternative Investments, Investment Strategies, Asset Management, Family Office, Private Equity, Financial Advisory, Finance, Financial Structuring, Mergers & Acquisitions, Financial Risk, Bonds, Credit, Pensions, Banking, Hedge Funds, Funding, Mutual Funds, Due Diligence, Equities, Fixed Income, Retirement Planning, Treasury Management, Valuation, Management, Analysis, Leadership, Strategy, Treasury
Education
University Language Center 2005 — 2005
Intensive Spanish
Center for Creative Leadership 2002 — 2002
AIMR Investment Management Workshop - Princeton University 1991 — 1991
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
MBA, Finance, General
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
Master of Business Administration (MBA), Finance, General
Michigan State University 1973 — 1976
BA, Social Sciences
Hillwood High School 1969 — 1973
Okabena Co. September 2012 - Present
Jeffrey Slocum & Associates July 2005 - September 2012
The Valspar Corporation April 1998 - December 2004
Imation July 1996 - April 1998
3M April 1983 - June 1996
Bendix Corporation 1981 - April 1983
Ford Motor Credit Company 1979 - 1981
Corroon and Black Corporation 1978 - 1979
Vanderbilt University 1976 - 1979
Skills
Financial Modeling, Asset Managment, Financial Analysis, Investments, Corporate Finance, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Wealth Management, Financial Markets, Investment Advisory, Investor Relations, Investment Management, Forecasting, Venture Capital, Cash Management, Alternative Investments, Investment Strategies, Asset Management, Family Office, Private Equity, Financial Advisory, Finance, Financial Structuring, Mergers & Acquisitions, Financial Risk, Bonds, Credit, Pensions, Banking, Hedge Funds, Funding, Mutual Funds, Due Diligence, Equities, Fixed Income, Retirement Planning, Treasury Management, Valuation, Management, Analysis, Leadership, Strategy, Treasury
Education
University Language Center 2005 — 2005
Intensive Spanish
Center for Creative Leadership 2002 — 2002
AIMR Investment Management Workshop - Princeton University 1991 — 1991
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
MBA, Finance, General
Vanderbilt University - Owen Graduate School of Management 1977 — 1979
Master of Business Administration (MBA), Finance, General
Michigan State University 1973 — 1976
BA, Social Sciences
Hillwood High School 1969 — 1973
Jim Field, CFA's Okabena Co. Experience July 2014 - Present
Job President at Okabena Co.
Industry Investment Management
Experience
Okabena Co. July 2014 - Present
Northern Trust January 2009 - July 2014
Northern Trust April 2007 - January 2009
Mid Atlantic Capital Group, Inc. January 2006 - November 2006
American Express Financial Advisors October 1996 - December 2005
Deloitte & Touche LLC 1991 - 1996
Skills
Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Investments, Hedge Funds, Portfolio Management, Equities, Series 7, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Income, Financial Modeling, Series 63, Securities, Estate Planning, Equity Research, Asset Management, Bonds, High Net Worth..., Private Equity, Wealth Management..., Financial Planning, Financial Services, Private Banking, ETFs
Education
DePaul University 1991 — 1993
Masters, Accounting
Williams College 1987 — 1991
BA, Economics
Okabena Co. July 2014 - Present
Northern Trust January 2009 - July 2014
Northern Trust April 2007 - January 2009
Mid Atlantic Capital Group, Inc. January 2006 - November 2006
American Express Financial Advisors October 1996 - December 2005
Deloitte & Touche LLC 1991 - 1996
Skills
Alternative Investments, Wealth Management, Asset Managment, Asset Allocation, Investments, Hedge Funds, Portfolio Management, Equities, Series 7, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Strategic Financial..., Fixed Income, Financial Modeling, Series 63, Securities, Estate Planning, Equity Research, Asset Management, Bonds, High Net Worth..., Private Equity, Wealth Management..., Financial Planning, Financial Services, Private Banking, ETFs
Education
DePaul University 1991 — 1993
Masters, Accounting
Williams College 1987 — 1991
BA, Economics
Joshua Reilly, CFA's Okabena Co. Experience August 2008 - December 2008
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