RBC Dain Rauscher
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RBC Dain Rauscher Employees
Wells Fargo Advisors January 2014 - Present
Wells Fargo Advisors 2007 - January 2014
RBC Dain Rauscher 2003 - 2007
Wachovia Securities 1993 - 2003
Skills
Finance, Management, Series 63, Recruiting, Financial Advisory, Sales, Marketing, Human Resources, Fixed Income, Real Estate, FINRA, Financial Planners, Certified Financial..., Trading, Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investments, Portfolio Management, Motivation, Change Management, Strategic Leadership
Education
DePaul University
Bachelor of Arts (B.A.)
REMAX Advantage Plus April 2013 - Present
Source Realty December 2011 - April 2013
fishMLS Realty February 2005 - December 2011
RBC Dain Rauscher January 2002 - February 2003
PrimeVest Financial Services October 1998 - January 2002
Skills
Real Estate, Real Estate Transactions, Residential Homes, Sellers, New Home Sales, Single Family Homes, Short Sales, First Time Home Buyers, REO, Finance, Commercial Real Estate, Highly Detailed, Analytical Skills, Small Business, Professional Experience, Diverse Background, Finance Background, Responsiveness, Adaptability, Entrepreneurship, Data Analysis, Work Well Independently, Empathy, Context, Logical Thinker, Best Practices, Independence, Mathematics, Investigative Research, Procedure Development, Organization, Realist, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Bethel University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.82
University of Minnesota-Twin Cities 2000 — 2002
Carlson School of Management - MBA, Finance, General
St. Cloud State University 1992 — 1996
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. October 2013 - Present
Moors & Cabot March 2011 - October 2013
Moors & Cabot September 2009 - March 2011
RBC Dain Rauscher March 2002 - September 2009
PaineWebber May 1998 - March 2002
Education
Canton High School
Canton High School
Eastern Nazarene College
The Rosewood Corporation April 2014 - Present
The Rosewood Corporation February 2007 - April 2014
RBC Dain Rauscher September 2000 - February 2007
Skills
Microsoft Excel, Bloomberg, Asset Management, Asset Allocation, Risk Management, Asset Managment, Manager Selection, Alternative Investments, Valuation, Private Equity, Financial Analysis, Investments, Due Diligence, Hedge Funds, Derivatives, Investment Management, Portfolio Management, Trading, Venture Capital
Education
Baylor University 1996 — 2000
Bachelor of Business Administration (BBA), Finance / International Business
Baylor University - Hankamer School of Business 1996 — 2000
BBA, Finance / Int'l Business
Gateway Media, LLC February 2015 - Present
BioGenerator January 2014 - January 2015
Peabody Energy November 2011 - December 2012
Covidien Pharmaceuticals June 2007 - October 2011
Charter Communications July 2005 - April 2007
Millennium Digital Media June 2000 - April 2005
A.G. Edwards & Sons, Inc. March 1998 - May 2000
RBC Dain Rauscher July 1997 - March 1998
Skills
Financial Analysis, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Mergers, Business Development, Corporate Development, Finance, Mergers & Acquisitions, Competitive Analysis, Acquisitions, Analysis, Portfolio Management, Analytics, Cross-functional Team..., Leadership, Executive Management, Investment Banking, Management
Education
University of Virginia 1994 — 1996
Bachelors of Science, Finance and Strategic Management
Bradley University 1992 — 1994
B.S., Accounting and Finance
Cambria August 2015 - Present
Connexions Loyalty November 2014 - September 2015
UnitedHealth Group March 2013 - November 2014
UnitedHealth Group August 2010 - May 2013
OptumHealth Financial Service March 2007 - October 2010
Weatherly Consulting October 2007 - March 2008
RBC Dain Rauscher March 2007 - December 2007
Ameriprise 2004 - 2007
American Express/Ameriprise 2003 - 2004
Accenture 1998 - 2003
Skills
Business Analysis, PMP, Leadership, Project Management, Program Management, SDLC, Customer Service, Business Process..., Sales, Visio, Consulting, Business Development, Management, Process Improvement, Resource Management, PMO, Cross-functional Team..., Product Management
Education
College of St. Benedict 1994 — 1998
Bachelor of Arts, Business
The Water Spot March 2014 - Present
Wells Fargo January 2009 - March 2010
Trinity Financial Software July 2005 - November 2006
RBC Dain Rauscher 2003 - 2005
ABN AMRO January 1999 - September 2001
Skills
sales, marketing,..., Sales, Wealth Management, Project Management, Credit, Loans, Financial Analysis, Mortgage Lending, Relationship Management, Insurance, Analysis, Forecasting, Business Analysis, Leadership, Strategic Planning, Strategy, Budgets, Data Analysis, Real Estate, Process Improvement, Business Development, Business Strategy, Business Planning, Competitive Analysis
Education
California State University-Long Beach 1989 — 1993
Bachelor of Science (BS)
Piper Jaffray & Co. June 2007 - Present
RBC Dain Rauscher April 2006 - June 2007
Ameriprise Financial July 2003 - March 2006
Skills
Business Analysis, Project Management, Financial Services, Budgets, Crisis Management, Disaster Recovery, Financial Risk, Business Continuity..., Business Continuity, Management, Testing, Business, Risk Management, Vendor Management, Risk Assessment, Program Management, ITIL, Process Improvement, IT Strategy, Project Planning, PMP, Incident Management, Business Resilience
Education
Hamline University 2010 — 2012
Master of Business Administration (MBA), International Business
DRII Institute 2005 — 2005
ABCP Certified, Business Continuity/Disaster Recovery
Project Management Certification 2004 — 2004
PMP Certified, Project Management
The University of North Dakota 2000 — 2003
BBA, Information Systems
CenturyLink Cloud September 2014 - Present
Axelerate - Contracting at Microsoft April 2011 - September 2014
Volt - Contracting at Microsoft April 2010 - April 2011
Microsoft January 2008 - May 2009
Microsoft October 2006 - January 2008
Microsoft May 2001 - October 2006
RBC Dain Rauscher December 1997 - May 2001
Skills
Project Planning, Partnerships, Coordination, Program Management, PMP, Vendor Management, SharePoint, Cross-functional Team..., Product Management, ITIL, SDLC, Project Management, Data Center, Strategy, Agile Project Management, Service Delivery, Management, CRM, Business Intelligence, Business Analysis, Six Sigma, Integration, Enterprise Software, Project Portfolio..., Telecommunications, IT Service Management, Governance, IT Management, Requirements Analysis, Information Technology, Security, IT Strategy, Enterprise Architecture, Process Improvement, IT Operations, PMO, Networking, Release Management, System Deployment, Infrastructure, Project Delivery, Resource Management, Business Process, Professional Services, Service Management, Disaster Recovery, Cloud Computing
Education
Metropolitan State University 1992 — 1997
Bachelors of Arts, Business Management and Communications Technology
Highline College
Associate of Arts and Science, Telecommunications Management
. January 2015 - Present
Rychley Financial Services January 2014 - January 2015
Prestige Wealth Management April 2011 - January 2014
Thrivent Financial for Lutherans 2007 - 2011
Wealth Enhancement Group 2006 - 2007
Compass Capital Management 2004 - 2006
Stevens, Foster Financial Services 2003 - 2004
RBC Dain Rauscher 2000 - 2003
Education
College for Financial Planning
Registered Paraplanner, Financial Planning and Services
Series 7, 66, Life, Health and Variable Line licensed
Carlson School of Management August 2013 - Present
College of Education and Human Development, University of Minnesota 2004 - Present
Minnesota Private College Council June 2011 - August 2013
Carlson School of Management, University of Minnesota December 2008 - June 2011
University of Minnesota College of Food, Agricultural and Natural Resource Sciences January 2006 - December 2008
Hamline University September 2003 - December 2005
RBC Dain Rauscher 2001 - 2003
HealthPartners January 1997 - January 2002
Skills
Leadership Development, Higher Education, Fundraising, Non-profits, Program Development, Research, Donor Management, Process Improvement, Student Affairs, Project Management, Philanthropy, Grants, Microsoft Office, Grant Writing, Entrepreneurship, Staff Development, Program Management, Nonprofits, PowerPoint, Teaching, Program Evaluation, Organizational..., Public Relations, Volunteer Management, Strategic Communications, Training, Public Speaking, Career Development, Leadership, Strategic Planning, Data Analysis, Policy Analysis, Community Outreach, Alumni Relations, Event Planning, Editing, Public Policy, Career Counseling, Business Strategy, Student Development, Community Development, Policy
Education
University of Minnesota-Twin Cities 2004 — 2016
PhD (in process), Organizational Leadership and Policy Development
Hamline University School of Law 1990 — 1993
JD
The University of Georgia 1983 — 1990
BA, MA
Planled April 2015 - Present
Gold Harbor Commodities Inc. March 2013 - December 2014
United Media USA LLC. January 2011 - June 2013
C.H. Robinson Worldwide, Inc. April 2010 - July 2012
Expeditors International July 2008 - April 2009
Bancomext Trade Commission of Mexico December 2005 - May 2006
RBC Dain Rauscher January 2005 - December 2005
Jamba Juice January 2004 - December 2004
Skills
Account Management, Negotiation, Transportation, New Business Development, Logistics, Purchasing, Management, Marketing, Strategic Planning, Leadership, Forecasting, Marketing Strategy, Public Relations, Supply Chain Management, Supply Chain, Sales Management, Customer Service, Direct Sales, Sales, Operations Management, Business Strategy, Business Development, 3PL, Cold Calling, Sales Process
Education
Southern Methodist University 2002 — 2006
Bachelor of the Arts, Economics & Psychology (Interpersonal Relationsip Development)
Beijing Language and Culture University 2006 — 2008
Conversational/ Business Mandarin, Language and Culture
Bauhaus-Universität Weimar 2005 — 2005
Study Abroad Program, Economics; German History and Culture
Marine Military Academy
High School
P6 Media Inc March 2003 - Present
Save Electronics 2014 - Present
Dallas Christian Academy October 2013 - March 2015
Antic Productions May 2011 - January 2012
Citadel Broadcasting January 2003 - May 2004
RBC Dain Rauscher April 2001 - November 2002
Morgan Stanley Dean Witter October 1996 - April 2001
Clear Channel Communications June 1988 - October 1996
Skills
Advertising, Leadership, Marketing Strategy, Social Media, Marketing, Online Advertising, Digital Marketing, Direct Marketing, Creative Writing, Creative Direction, Creative Problem Solving, Radio Advertising, Print Management, Broadcast Television, Integrated Marketing, Broadcast, Radio, Television, Brand Development, Video Production, Strategy
Education
Columbia College Chicago 1988 — 1991
BA, Communication
Northern Illinois University
MetLife April 2006 - Present
Raymond James October 2004 - April 2006
RBC Dain Rauscher March 2004 - October 2004
William R Hough & Co September 1998 - March 2004
Capricorn Systems June 1996 - March 2004
Arthur Andersen January 1997 - September 1998
Owens Corning June 1996 - January 1997
Gimrock Constructions, Inc August 1994 - June 1996
Skills
Project Management, Business Analysis, SDLC, Integration, Business Intelligence, Risk Management, Solution Architecture, Project Planning, PMP, Systems Analysis, Product Management, Business Process, Strategic Planning, Project Delivery, Strategy, Requirements Analysis, Budgets, Team Leadership, Business Development, Management, Program Management, Leadership, Process Improvement, Outsourcing, Resource Management, Enterprise Software, Software Development, Vendor Management, Project Portfolio..., Data Warehousing, IT Strategy, Business Strategy, Business Requirements, PMO, MS Project, Enterprise Architecture, Visio, Business Process..., Requirements Gathering, Software Project..., Governance, Change Management, ERP, IT Management, SharePoint, Business Process..., Data Modeling, Agile Methodologies, Disaster Recovery, Analysis
Education
University of South Florida 2002 — 2005
MBA
Florida State University 1992 — 1994
MS, Civil Engineering
Indian Institute of Technology, Kharagpur 1991 — 1992
MS, Industrial Engineering
Andhra University 1987 — 1991
BE, Civil Engineering
AVN College 1985 — 1987
Intermediate
Comcast September 2014 - Present
JB Commercial 2004 - Present
Karkela Construction January 2013 - September 2014
American Dental Partners July 2005 - December 2012
Cingular (formerly AT&T Wireless) September 2004 - July 2005
AT&T Mobility May 1998 - August 2004
RBC Dain Rauscher October 1997 - May 1998
AT&T May 1996 - September 1997
Olympic Financial 1996 - 1997
American Express 1989 - 1996
Skills
Leadership, Budgets, Contract Negotiation, Project Management, Team Building, Facilities Management, Management, Construction Management, Vendor Management, Strategy, Contract Management, People Skills, Sales Operations, Business Development, Negotiation, Program Management, Interior Design, Real Estate Transactions, Sales
Education
Dunwoody College of Technology
University of Saint Thomas
ADP September 2012 - Present
Ceridian March 2008 - August 2012
RBC Dain Rauscher August 2005 - March 2008
LIBERTY CHECK PRINTERS, INC June 1999 - August 2005
BASILICA OF ST. MARY April 1998 - May 1999
CITY OF COLUMBIA HEIGHTS April 1989 - April 1998
Skills
Microsoft Excel, Microsoft Word, Teamwork, DOS, ADP Payroll, ADP ReportSmith, Ceridian Payroll System, Bookkeeping, Accounting, General Ledger, Sales & Use Tax, Payroll Taxes, FLSA, Tax Preparation, Tax Accounting, Tax Returns, Benefits Administration, Accounts Payable, Payroll, Lotus 123, Employee Benefits, Sales & Use Tax..., Clerical Skills, Accountability, Purchasing, Lawson HRIS, Interpersonal..., Problem Solving, Report Writing, Software Documentation, HRIS, Human Resources, Analysis, Deferred Compensation, Software Implementation, Management, Kronos, Time & Attendance, Accounts Receivable, Budgets, Applicant Tracking..., HRO, Team Building, Workforce Management, Ceridian
Education
Academy of Accountancy 1989 — 1991
two year accounting certificate, Accounting
Anoka Ramsey Community College 1985 — 1986
none, General Studies
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
RBC Wealth Management April 2013 - Present
RBC Wealth Management July 2005 - April 2013
RBC Dain Rauscher December 2004 - July 2005
Wells Fargo Private Client Services June 2003 - December 2004
Piper Jaffray September 2002 - April 2003
Dorsey & Whitney LLP 1997 - 2002
Skills
Disaster Recovery, VMware, Business Requirements, Enterprise Software, Active Directory, Business Analysis, SharePoint, Microsoft Exchange, Requirements Gathering, Visio, ITIL, Vendor Management, Enterprise Architecture, IT Strategy, Requirements Analysis
Education
Capella University 2012 — 2015
IT Project Management
RE/MAX Results March 2011 - Present
Coldwell Banker Burnet August 2007 - March 2011
Qwest Communications August 2006 - June 2007
RBC Dain Rauscher July 2002 - September 2003
Skills
Negotiation, Problem Solving, Marketing Communications, Short Sales, Foreclosures, Teaching, Pioneer
Education
Hamline University 2003 — 2006
BA, Physics
Park Center Senior High School 2000 — 2002
Stinson Leonard Street LLP August 2003 - Present
RBC Dain Rauscher September 1990 - May 2003
Dain Bosworth/IFG 1990 - 2000
Education
College of Saint Benedict 1978 — 1982
BA, Psychology
Saint John's University 1978 — 1982
BA, Psychology
Aqua Hospitality, an Interval Leisure Group company September 2014 - Present
Aqua Hospitality April 2014 - Present
Heritage Wealth Architects April 2012 - December 2013
National Benefits Group December 2007 - April 2012
Self Employed November 2004 - August 2010
Self Employed Person October 2004 - January 2008
RBC Dain Rauscher September 2004 - November 2006
Skills
Investments, Business Strategy, Series 63, Finance, Financial Analysis, Management, Strategic Planning, Leadership, Strategy
Education
University of St. Thomas 2009 — 2011
MBA, Management
Babson College 1999 — 2003
BS in Business Administration, Finance, Management, Marketing, Art History
Ultimate Tier Advisors June 1999 - Present
Ultimate Tier Advisors LLC May 1999 - Present
RBC Dain Rauscher 1998 - December 2000
Bear Stearns September 1984 - July 1992
Skills
Bonds, Fixed Income, Trading, Bloomberg, Capital Markets, Investment Banking, Valuation, Alternative Investments, Equities, Hedge Funds, Investment Management, Investment Strategies, Investments, Mergers & Acquisitions, Asset Management, Private Equity, Venture Capital, Asset Allocation, Mutual Funds, Trading Strategies, Finance, Securities, Due Diligence, Series 7, Tax, Derivatives, Series 63, Portfolio Management, Financial Markets, Equity Trading
Education
Fairleigh Dickinson University 1976 — 1979
BS Economics Magna Cum Laude, Monetary Theory Public Finance
Hackley School 1971 — 1976
Wurth Electronics Midcom March 2010 - Present
Carver-Scott educational coop September 2007 - March 2010
Crook County School District October 2004 - June 2007
RBC Dain Rauscher December 2001 - October 2004
Paladin Investments August 1995 - November 2001
Skills
Microsoft Office 95-2010, Microsoft Windows 3.1 -..., Windows 8, All PC Hardware, Most business..., Windows, Computer Hardware, Microsoft Office, Technical Support, Network Administration, Business Networking, Windows 7, TCP/IP, Hardware, Troubleshooting, Networking, Servers, Windows Server, Active Directory, Software Installation, Help Desk Support, Telecommunications, Microsoft Exchange, DHCP
Education
Bemidji State University 2006 — 2008
Technology Teacher Education/Industrial Arts Teacher Education
Battle Ground, WA
CareWire, Inc May 2013 - July 2015
CareWire, Inc December 2012 - April 2013
Get Satisfaction June 2011 - August 2012
Klout September 2010 - April 2011
White Space to Market March 2008 - September 2010
bswing, Inc. October 2006 - March 2008
Talkingpoint, Inc. January 2003 - February 2006
CBS MarketWatch 1999 - 2000
BigCharts, Inc. 1994 - 1999
RBC Dain Rauscher August 1991 - September 1994
Skills
Start-ups, Product Management, Entrepreneur, B2B, Venture Capital, B2B2C, Early-stage Startups, SaaS, Interaction Design, Board of Director..., Innovation Management, Strategic Consulting, Business Alliances, Entrepreneurship, Product Planning, Strategy, Board of Directors, Business Strategy, CRM, Analytics, Salesforce.com, Leadership, Product Development, Executive Management, Strategic Partnerships, Management
Education
Gustavus Adolphus College 1987 — 1991
Bachelor of Arts, English Major, Business Management Minor, Cum Laude
University of Durham 1989 — 1990
Certificate in Legal Studies, Anglo-American, Contract & International Law
Knowles Enterprises 2009 - Present
Stonebridge February 2014 - August 2015
Chesapeake Energy 2012 - 2013
Opportune LLP 2009 - 2011
Deloitte & Touche LLP 2005 - 2009
RBC Dain Rauscher 2004 - 2005
TXU/CapGemini 2000 - 2004
Newt's Bedliners August 1995 - May 2001
Skills
Business Analysis, Analysis, Management Consulting, Integration, Business Intelligence, Business Strategy, Portfolio Management, Data Warehousing, Hedging, Oil & Gas, New Business Development, Entrepreneurship, Enterprise Architecture, Data Analysis, ETRM, Enterprise Risk..., Negotiation, Strategic Partnerships, Commodity Risk..., Custom Software..., Client Services, Data Management, Design Methodology, Executive Management, Account Management, Marketing Strategy, Enterprise Architect, Interface Architecture, Master Data Management, Upstream, Energy Trading, System Architecture, Midstream, Business Solutions, Solution Design, Organizational Change, P&L, Strategic Analysis, Analytics, Project Implementation, Power Trading, Service Delivery, Organizational..., Project Delivery, Process Management, Interface Design..., Problem Analysis, Strategic Thinking, Risk Mitigation, Recruitment/Retention
Education
Harvard Business School
Strategic Leadership
Southern Methodist University 2004 — 2006
MBA, Strategy & Entrepreneurship
Southern Methodist University 2004 — 2006
MBA, Marketing
University of Oklahoma 1996 — 2000
BBA, MIS
Oklahoma State University 1995 — 1996
Business
Heritage Hall 1991 — 1995
High School
UHG (Unified Healthcare Group) December 2014 - Present
Fulcrum Consulting March 2011 - December 2014
Ameriprise Financial March 2009 - March 2011
Ameriprise Financial Services, Inc. March 2009 - March 2011
TEK Systems October 2008 - March 2011
Faegre & Benson LLP February 2009 - March 2009
Connexions Travel Loyalty Services October 2008 - January 2009
Fulcrum Consulting May 2007 - October 2008
RBC Dain Rauscher May 2007 - October 2008
Wells Fargo 2001 - 2007
Skills
Security, Cloud Computing, Servers, Business Analysis, Networking, Windows, Visio, Windows Server, Data Center, Microsoft SQL Server, Disaster Recovery, Integration, Quality Assurance, SDLC, SOA, Enterprise Architecture, Data Warehousing, Enterprise Software, Requirements Analysis, VMware, Active Directory, Infrastructure, Vendor Management, Software Documentation, Agile Methodologies
Education
Concordia College 1985 — 1990
Bachlor of Arts
Benson Senior High 1981 — 1985
Amazon July 2015 - Present
Macys.com October 2013 - July 2015
Macys.com February 2012 - September 2013
Neiman Marcus October 2010 - September 2011
Coldwell Banker Residential Brokerage July 2008 - October 2010
Soho Publishing June 2007 - August 2007
RBC Dain Rauscher June 2005 - August 2007
Skills
Marketing, Social Media Marketing, Illustrator, Merchandising, Social Media, Social Networking, Facebook, Advertising, PowerPoint, Sales
Education
Boston University 2004 — 2008
BS
Moses Brown School
RBC Wealth Management August 2014 - Present
RBC Wealth Management March 2011 - August 2014
RBC January 2007 - March 2011
RBC Dain Rauscher January 2006 - January 2007
Skills
Employee Benefits, Onboarding, Talent Management, Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Performance Management, Customer Service, Microsoft Excel, Employee Relations, Hiring, Financial Services, Interviews
Education
College of Saint Benedict 2001 — 2005
Bachelor's, Psychology
Raymond James March 2006 - Present
RBC Dain Rauscher November 1998 - February 2006
American Century Investments July 1995 - October 1998
Bear Stearns August 1993 - February 1995
Merrill Lynch August 1990 - March 1993
Skills
Business Valuation, Education Funding, Investments, Asset Managment, Strategic Financial..., Equities, Portfolio Management, Wealth Management, Mutual Funds, Securities
Education
University of California, Irvine - The Paul Merage School of Business 2010 — 2012
Master of Business Administration (MBA), Macroeconomics/Finance/Marketing
DePauw University 1986 — 1990
BA, English Literature and Communications
Northfield Mount Hermon School 1985 — 1986
Shawnee Mission East 1983 — 1985
ERC Properties LLC March 2002 - Present
RBC Dain Rauscher September 1995 - March 2002
Evergreen International Airlines January 1991 - November 1992
Skills
Fundraising, Non-profits, Strategic Planning, Public Speaking, Editing, Research, Analysis, Business Strategy, Data Analysis, Marketing Strategy, Project Management, Marketing Communications, New Business Development
Education
Columbia University - School of International and Public Affairs 1983 — 1985
MIA, International Relations, US/Soviet Relations
Colby College 1980 — 1982
BA, Russian Studies
Claremont McKenna College 1977 — 1979
Country Club Financial Services, Inc. January 2002 - Present
RBC Dain Rauscher January 1997 - January 2002
Piper Jaffray 1995 - 1997
Boy Scouts of America, Heart of America Council 1989 - 1994
Skills
Retirement Planning, Real Estate, Long Term Care Insurance, Finance, Strategic Planning, Investments, Estate Planning, Financial Advisory, Marketing, Leadership, Team Building, Financial Analysis, Customer Service
Education
Baker University 1990 — 1992
MBA
Baker University 1985 — 1989
BS
Shawnee Mission West High School 1983 — 1987
Mr. J Culinary Essentials 2004 - Present
Ascent Advisors, Inc 1994 - Present
Columbia Crown Orchards, Inc. 1989 - 1995
RBC Dain Rauscher 1987 - 1992
Education
Hampshire College 1973 — 1977
BA, American Studies
Fedex August 2013 - Present
Best Buy Corporate 2010 - August 2013
Best Buy Corporate 2007 - 2010
Stifel Nicolaus & Co 2003 - 2007
RBC Dain Rauscher 2002 - 2003
Skills
Account Management, Sales Operations, Direct Sales, Sales, Strategy, B2B, Selling, Leadership, New Business Development, Management, Training
Education
Bethel University 1999 — 2002
BACHELOR of Arts, Marketing
The Advocate Group January 2015 - Present
The Advocate Group October 2008 - January 2015
Numberworks June 2008 - October 2008
RBC Dain Rauscher May 2007 - August 2007
Education
St. Olaf College 2004 — 2008
B.A., Economics, Finance
The Academy of Holy Angels 2000 — 2004
College for Financial Planning
CFP, Financial Planning
Wunderlich Securities May 2010 - Present
UBS Financial 2007 - 2010
Piper Jaffray 2005 - 2007
RBC Dain Rauscher 1994 - 2003
Kemper Securities 1993 - 1994
Skills
Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, Experienced Branch...
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MM, Finance
Dartmouth College 1972 — 1976
D.A. Davidson & Co. May 2006 - Present
KPDQ May 2011 - November 2012
Lynguent 2010 - 2010
KXL Radio September 2002 - September 2006
RBC DAIN RAUSCHER August 1990 - May 2006
KPTV Fox 12 Portland July 2000 - October 2004
PRIVATE PRACTICE OF LAW May 1989 - July 1990
PRIVATE PRACTICE OF LAW January 1983 - February 1984
mason county prosecting attorney March 1982 - January 1983
F.B.I. September 1978 - February 1982
Skills
Retirement Planning, Estate Planning, Mutual Funds, IRAs, Investment Strategies, Series 7, 401k, IRA's
Education
F.B.I. Academy, Quantico, Virginia 1978 — 1978
Special Agent, Law Enforcement
Golden Gate University, School of Law 1975 — 1978
J.D., Law
University of Notre Dame 1971 — 1975
B.A., Economics
Mercy Business Health Svc November 2014 - Present
Creighton University May 2014 - Present
Recover Health, Inc August 2010 - May 2014
Wells Fargo Investments December 2006 - February 2010
Edward Jones2003-2006 February 2003 - December 2006
RBC Dain Rauscher January 2001 - January 2003
Century 21 Market January 1999 - January 2001
Women, Infants and Children (WIC) January 1997 - January 1999
Marian Health Center October 1998 - October 1998
CorVel Corporation January 1996 - January 1997
Skills
Healthcare, Customer Relations, Budgeting, Administration, Problem Solving, Team Building, Investments, Event Management, Budgets, Customer Service, System Administration
Education
Creighton University 1986 — 1987
BSN, Nursing
University of Montana 1976 — 1980
Bachelors, Social Work
Good Counsel Academy 1972 — 1976
Harbinger Partners December 2014 - Present
Metropolitan State University June 2006 - Present
UnitedHealth Group IT October 2009 - December 2014
UnitedHealth Group October 2010 - December 2013
Analytiks International, Inc™ April 2009 - August 2009
RBC Dain Rauscher June 2007 - March 2009
UnitedHealth Technologies June 2005 - June 2007
UnitedHealth Group, Inc. March 2004 - July 2005
Ingenix December 2002 - February 2004
Lawson Software March 2000 - February 2002
Skills
ITIL, IT Service Management, Service Management, Change Management, Six Sigma, Incident Management, Service Delivery, Process Engineering, IT Governance, IT Management, Process Improvement, Service Improvement, Continuous Improvement, People Management, Data Center, SLA, Disaster Recovery, Business Process, Business Analysis, Business Process..., Process Development, CNSS National Standards, Information Assurance, Governance, Management, Software Documentation, SDLC, Integration, CRM, Business Intelligence, Leadership, Strategy, Project Management, Analysis, Quality Assurance, Enterprise Software, Testing, Training, Program Management, Analytics
Education
Metropolitan State University 2012 — 2014
Master of Business Administration (MBA)
Metropolitan State University 2012 — 2013
Graduate Certificate in MIS Strategic Database Administration
Metropolitan State University 2011 — 2012
Graduate Certificate in Information Assurance (CNSS National Standards 4011, 4013, and 4016), Computer and Information Systems Security/Information Assurance, 4.0
Metropolitan State University 2001 — 2006
MMIS, Management Information Systems
Metropolitan State University 2003 — 2004
Graduate Certificate in Project Management, Project Management
Central Methodist College 1993 — 1995
Business and Communications
DRI International
UBS Financial Services Inc. November 2008 - Present
Davidson Companies May 1995 - November 2008
RBC Dain Rauscher April 1986 - May 1995
Education
Brigham Young University 1975 — 1975
Business
Flathead High School 1969 — 1972
SUPERVALU February 2015 - Present
Geraty Investments February 2009 - February 2015
Emerging Leaders Association June 2007 - February 2009
Cruet & Whisk January 2004 - May 2007
Fallon January 2001 - January 2004
US Bank July 1999 - December 2003
RBC Dain Rauscher March 1997 - July 1999
SuperValu December 1992 - March 1997
Skills
New Business Development, Entrepreneurship, Leadership Development, Coaching, Organizational..., Executive Coaching, Recruiting, Business Development, Strategic Partnerships, Process Improvement, Employer Branding, Retail, Training, Marketing Strategy, Selling Skills, Employee Training, Leadership, Negotiation, Strategy, Strategic Planning, Sales, Management, Talent Acquisition, Mergers & Acquisitions, Human Resources, Start-ups, Management Consulting, Investments, Corporate Development, Due Diligence, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1990 — 1991
Coursework for Masters, Industrial Relations
Gustavus Adolphus College 1986 — 1990
Spredfast August 2013 - Present
Imagination Publishing November 2011 - August 2013
Tim Bursch September 2008 - March 2013
Gage May 2010 - November 2011
MotoAlliance September 2009 - May 2010
Impact:North LLC November 2006 - December 2009
Robert Half October 2005 - August 2006
Bauer Capital Management November 2004 - May 2005
RBC Dain Rauscher 1999 - 2004
Skills
Social Media, Digital Marketing, Social Media Marketing, Emerging Media, Marketing Strategy, Social Networking, Online Community..., Online Marketing, Social Promotion, Social Business, Blogging, Analytics, Financial Analysis, Entrepreneurship, Business Strategy, Business Development, Community Management, Digital Strategy, Facebook, Mobile Marketing, Online Advertising, User Experience, Strategy, Integrated Marketing, Marketing, Interactive Marketing, Social Media Measurement, Leadership, Web Analytics, Management, Digital Media, Email Marketing, Social Marketing, Google Analytics, SEO, SEM, E-commerce, Content Marketing, New Business Development, Brand Development, Strategic Partnerships, Content Development, Direct Marketing, Marketing Communications
Education
Bethel University 1993 — 1996
BA
Anytime Fitness October 2012 - Present
Anytime Fitness January 2010 - October 2012
Thomson Reuters April 2008 - January 2010
Rosemount Office Systems 2007 - 2008
SightLine Partners 2005 - 2007
RBC Dain Rauscher 2003 - 2005
Piper Jaffray June 2001 - August 2002
Education
Hamline University 2008 — 2010
MBA
University of Wisconsin-Eau Claire 1998 — 2003
BBA, Accounting/Operations Management
Capitol Home Inspections April 2015 - Present
CCI Greenheart June 2010 - Present
Caribou Coffee May 2009 - May 2010
Target October 2006 - April 2009
Target May 2003 - October 2006
RBC Dain Rauscher 1998 - 2003
Skills
Project Management, Leadership Development, Coaching, Team Building, Training, Onboarding, Employee Relations, Succession Planning, Leadership, Instructional Design, Performance Management, Conflict Resolution
Education
Bethel University
BA, Organizational Studies
Tove's Web September 2011 - Present
Microsoft January 2013 - May 2013
Symetra April 2012 - June 2012
Washington Dental Service March 2009 - August 2011
Washington Dental Service April 2007 - March 2009
Microsoft March 2006 - March 2007
RBC Dain Rauscher September 1982 - 2003
IBM Corporation April 1972 - June 1974
Skills
SQL, XML, Microsoft SQL Server, Agile Methodologies, C#, .NET, CSS, HTML, ASP.NET, Internet, Photoshop, QuarkXPress, T-SQL, Visio, Visual Studio, Web Development, VB.NET, Software Documentation, COBOL, Requirements Gathering, Scrum, Databases, Web Services, Software Development, XHTML, Testing, JavaScript, SDLC, VBScript, Database Design, WCF, Requirements Analysis, Software Project..., TFS, Web Applications, Test Automation, Data Modeling, Programming, Visual Basic, Agile Project Management, Systems Analysis, Software Quality..., Software Design
Education
Bellevue Community College 2004 — 2013
Web Development, Technical Communication and more, 4.0
Hennepin Technical College
Technical Training, Computer Programming
University of Minnesota-Twin Cities
Physics
Tripoli Risk Management, LLC October 2004 - Present
RBC Dain Rauscher July 1997 - October 2004
St Paul Companies July 1987 - July 1997
Education
Boston College - Wallace E. Carroll Graduate School of Management 1989 — 1993
MBA, Finance and Marketing
Macalester College 1983 — 1987
BA, Economics
Oracle September 2015 - Present
Symantec July 2014 - September 2015
Symantec March 2012 - June 2014
Independent Finance & Strategy Consultant August 2011 - March 2012
Clearwire July 2010 - April 2011
Sprint Nextel August 2003 - April 2010
Sanford C. Bernstein August 2001 - December 2002
RBC Dain Rauscher August 2000 - August 2001
Evergreen Investments March 1997 - July 2000
Skills
Strategic Planning, Financial Modeling, Financial Analysis, Forecasting, Business Strategy, Business Development, Strategy, Budgets, Mergers, Competitive Analysis, Corporate Finance, Business Planning, Strategic Financial..., Mergers & Acquisitions, Management, P&L Management, Valuation, Analysis
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA
Harvard University Extension School 1998 — 2000
Graduate Certificate of Special Studies, Management & Administration
Boston University
BA, English & Philosophy
Nicolet Family Partners September 2006 - Present
Morgan Stanley Smith Barney April 2011 - October 2011
Matthews International Capital Management July 2010 - February 2011
Personal Assistant September 2009 - June 2010
Merrill Lynch October 2007 - May 2009
RBC Dain Rauscher January 2005 - September 2007
New England Financial February 2003 - January 2005
Franklin Templeton Investments October 1998 - January 2002
Franklin Templeton Investments January 1995 - September 1998
Skills
Office Management, Customer Service, Event Planning, Operations Management, Customer Acquisition, Training, Team Building, Customer Retention, Event Management, Interviewing Skills, Hiring Employees, Office Administration, Customer Satisfaction, Corporate Events, Department..., Personnel Supervision, Relationship Management, Vendor Relationships, Coordinating Special..., Travel Management, Calendaring, Expense Management, Bookkeeping, Invoice Processing, Property Management, Billing Process, Microsoft Office, Executive...
Education
California State University-Chico
Bachelor of Arts, Major in Sociology; Minors in Business Administration and Psychology
Schuyler Committee 2010 - Present
The Bettina Network, inc. 1984 - Present
RBC Dain Rauscher 1967 - 1970
Ma-Li-Kai, Inc. 1963 - 1967
Skills
Public Speaking, Entrepreneurship, Strategy Development, Business Strategy, Strategic Planning, Writing, Blogging, Marketing Strategy, Entrepreneur, Customer Service, Strategy, Microsoft Office, Research, Team Building, Fundraising, Social Media, Leadership, Public Relations, Social Media Marketing, Nonprofits, Leadership Development, Event Planning, Event Management, Online Marketing, Marketing, Small Business, Management, Email Marketing, Marketing Communications, Market Research
Education
Boston University 1985 — 1987
Master of Divinity, Theology
Harvard Business School 1970 — 1971
PMD, Business
New York University
Math, Physics
University of Minnesota-Twin Cities
Graduate School of Architecture
Walter L. Cohen
Lawrenson Services Inc. January 1988 - Present
United States Air Force June 1975 - July 2005
RBC Dain Rauscher 1990 - 1994
Lehman Bothers 1986 - 1988
Kutak Rock 1980 - 1986
Skills
Finance, Program Management, Investments, Training, Risk Management, Bonds, Financial Services, Customer Service, Marketing, Analysis
Education
California State University-Sacramento
MS, Engineering
Georgetown University Law Center
Law
New Mexico State University
BS, Computer Science
Stanford University
MS, Artificial Intelligence
United States Air Force Academy
Physics
Barry Swenson Builder December 2014 - Present
Barry Swenson Builder April 2008 - November 2014
USANA Health Sciences June 2006 - January 2012
LuraTech GmbH June 2007 - September 2007
RBC Dain Rauscher September 2003 - July 2004
Skills
Entitlements, Land Acquisition, Public Relations, Real Estate Development, Community Relations, Asset Management, Due Diligence, Property Management, Business Strategy, Asset Managment, Community Development, Non-profits, Real Estate, Community Outreach, Sales, Fundraising, Construction, Contract Negotiation, Land Development, Project Management, Leadership, Real Estate Transactions, Negotiation, Nonprofits, Process Scheduler, Leases, Management, Project Planning, Commercial Real Estate, Sustainability, Strategic Partnerships, Marketing, Residential Homes, Program Management, Public Speaking, Real Estate Economics, Marketing Communications, SEO, Budgets
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS: Business Administration, Managing People & Technology
Bellarmine College Preparatory 2000 — 2004
Castlelake August 2007 - Present
RBC Wealth Management 2005 - August 2007
RBC Dain Rauscher 2001 - 2005
Skills
Securities, Private Equity, Deal Closure, Strategic Planning, Finance, Project Management, Strategy
Education
Colorado State University 1992 — 1997
BA
Institute of Chartered Shipbrokers 2015 — 2015
Foundation Diploma, Ship Sale and Purchase, O'Keeffe Award Recipient
Medtronic March 2011 - Present
Blue Cross Blue Shield of Minnesota November 2009 - March 2011
Fiduciary Counselling March 2004 - January 2009
Vector Financial September 2001 - March 2004
RBC Dain Rauscher September 1999 - May 2001
General Mills July 1997 - September 1999
Skills
Asset Allocation, Investment Management, Valuation, Private Equity, Mutual Funds, Family Office, Investment Performance, Investments, Equities, Fixed Income, Hedge Funds, Risk Management, Due Diligence, Finance, Corporate Finance, Asset Management, Financial Analysis, Portfolio Management
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Franklin & Marshall College 1988 — 1992
BA, Government, Modern European History
Wealth Solutions Group November 2014 - Present
Capital Group February 2007 - December 2013
RBC Dain Rauscher 2000 - 2003
AXA Advisors 1999 - 2000
Skills
Investments, Customer Service, Wealth Management, Mutual Funds, Financial Planning, Marketing Strategy, Formerly a California...
Education
California State University-Fullerton 1991 — 1996
California State University, Los Angeles
Nogales High School
Avanade May 2015 - Present
Tedious Brief Productions December 2008 - Present
Virteva March 2012 - March 2015
Ecolab January 2006 - March 2012
Berbee August 2005 - November 2006
Ecolab May 2005 - June 2005
GMAC RFC February 2005 - April 2005
RBC Dain Rauscher January 2004 - January 2005
Medica December 2003 - January 2004
Hilton Hotels Corp. May 2002 - December 2003
Skills
Microsoft Office, Strategic Planning, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Exchange, Powershell, Exchange 2010, Exchange 2003, Exchange 5.5, Exchange 2007, Exchange Migrations, Active Directory, Active Directory..., Exchange Architecture, Email Migrations, Quest Migration Manager, Quest Migration Manager..., Quest Migration Manager..., Office 365, Disaster Recovery, FOPE, ADFS, Hybrid Cloud, DFS, DNS, Scripting, Powershell Scripting, Networking, Windows Server, SharePoint, Servers, Virtualization, Data Center, SCCM, Infrastructure, ITIL, Troubleshooting, Hyper-V, VMware
Education
California State University-San Bernardino 1994 — 1997
Computer Science
Thrivent Financial 2006 - Present
Thrivent Financial 2002 - 2006
RBC Dain Rauscher 1995 - 2002
McKinsey & Company 1987 - 1995
Ameriprise Financial Services, Inc. 1983 - 1985
Skills
Leadership, Investments, Retirement, Financial Services, Asset Allocation, Life Insurance, Strategic Planning, Finance, Sales Management, Public Speaking, Change Management, Securities, IRAs, Retirement Planning, Business Planning, Alternative Investments, Mergers & Acquisitions, FINRA, Wealth Accumulation, Variable Annuities, Education Funding, Women Leaders, Financial Strategies, FINRA Series 7, Investment Strategies, Portfolio Strategies
Education
Harvard Business School
MBA, Business Administration and Management, General
University of Minnesota-Twin Cities
BS, Economics
Pelican Rapids High School
U.S. House of Representatives August 2015 - Present
U.S. House of Representatives August 2015 - August 2015
Vision Design Studio February 2014 - August 2015
Zipfizz Corporation June 2013 - June 2014
Pabst, Kinney & Associates, Inc. September 2011 - May 2013
Feet First Entertainment September 2008 - December 2010
UCLA Bruinwoods Alumni Resort May 2007 - September 2008
RBC Dain Rauscher June 2005 - September 2006
Skills
Event Planning, Event Management, Social Media, Marketing, Customer Service, Analysis, Management, Hospitality, Microsoft Excel, Social Media Marketing, Team Building, PowerPoint, Process Scheduler, Property Management, Investments, Real Estate, Budgets, Outlook, Project Management, Sales, Community Development, Politics, Political Campaigns, Policy Analysis, Political Science, Fundraising
Education
The George Washington University 2015 — 2017
M.P.S. Degree, Graduate School of Political Management
University of California, Los Angeles 2005 — 2009
Bachelor of Arts, History; Minor in Art History
California State University-Long Beach
Continuing Education, Political Science and Government
NYLIFE Securities LLC August 2015 - Present
New York Life Insurance Company May 2015 - Present
Direct Benefits, Inc. January 2004 - May 2015
RBC Dain Rauscher January 2002 - December 2003
RBC Dain Rauscher January 2000 - January 2002
Eivindsplass Fjellgard July 1997 - December 1997
Education
Concordia College
BA, Business & Scandinavian Studies
SecuraWealth Investment Strategies May 2010 - Present
KPMG August 2014 - September 2015
The office of the Comptroller of the Currency (OCC) August 2013 - August 2014
JPMorgan Chase and Co. October 2011 - June 2013
CIT June 2007 - September 2011
Chevy Chase Bank July 2006 - July 2007
RBC Dain Rauscher May 2000 - June 2006
AT&T Capital Corporation May 1995 - May 2000
Midlantic Bank May 1993 - May 1995
Skills
Credit, Credit Risk, Financial Planning, Audit, Commercial Banking, Commercial Lending, Portfolio Management, Loan Review, Loan Workout, Auditing, Financial Risk
Education
Fairleigh Dickinson University 2007 — 2007
MBA, Finance
Penn State University 1987 — 1991
B.S., Real Estate, Finance and Accounting
RBC Financial Group 1999 - Present
RBC May 1996 - Present
RBC Dain Rauscher 1996 - Present
RBC Capital Markets 1996 - Present
Royal Bank of Canada 1996 - Present
Jostens July 1991 - May 1996
Jostens 1991 - 1996
Education
Gustavus Adolphus College 1987 — 1991
Eagle Brook Church June 2013 - August 2014
Eagle Brook Church December 2010 - June 2013
Eagle Brook Church June 2010 - December 2010
Eagle Brook Church October 2007 - May 2010
Eagle Brook Church September 2006 - October 2007
Eagle Brook Church August 2004 - August 2006
Eagle Brook Church August 2003 - July 2004
RBC Dain Rauscher July 2001 - December 2002
Dain Rauscher Wessels November 1998 - July 2001
Joint Commission on Allied Health Personnel in Ophthalmology July 1994 - November 1998
Skills
Adobe Creative Suite, Volunteer Management, Nonprofits, Leadership, Budgets, Email Marketing, OS X, Leadership Development, Microsoft Office, Basecamp, Project Management, Desktop Publishing, Graphic Design, Magazine Layout Design, Blogging, Editing, Public Relations, Marketing Communications, Advertising, Event Planning
Education
Minneapolis Community and Technical College 2012 — 2014
Web Design Certificate
Northwestern College 2005 — 2006
Century College
Xcel Energy August 2014 - Present
Salmon Group Inc May 2014 - May 2014
Ameriprise Financial Services, Inc. October 2013 - April 2014
Robert Half Technology April 2013 - August 2013
USDA/APHIS January 2012 - January 2013
HealthPartners January 2011 - January 2012
Clorox Sales Company March 2010 - May 2010
Ameriprise Financial Services, Inc. September 2007 - March 2009
Hennepin County Medical Center April 2007 - September 2007
RBC Dain Rauscher August 2002 - November 2006
Skills
Microsoft Office, Outlook, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Networking, Lotus Notes, Windows, Administrative..., Software Documentation, Database Administration, Visio
Education
Concordia University-St. Paul
Associate of Arts (AA)
MN School of Business 2010 — 2010
2010, Music Business
College of St. Catherine 2004 — 2005
2005, Business Administration and Management, General
Normandale Community College 1995 — 1999
General Liberal Arts
Nancy Boszhardt Inc. January 2010 - Present
Waters Fine Catering September 2009 - January 2011
Bunny Williams Inc. May 2009 - August 2009
Jacqueline Segura, LLC December 2007 - June 2009
RBC Dain Rauscher May 2007 - August 2007
Burberry May 2006 - August 2007
Skills
Technical Drawing, New Business Development, Event Management, Web Design, Team Leadership, Microsoft Excel, Marketing, Advertising, Facebook, Marketing Strategy, Furniture, Furnishings, Interior Design
Education
Fairfield University 2005 — 2009
Business Bachelors, Finance and Marketing
Regents College, UK 2007 — 2008
Art History and English Literature
Compendium Capital Group and Compendium Business Strategies, LLC March 2003 - Present
Asset Record Company 2014 - Present
Salo, LLC September 2007 - March 2009
RBC Dain Rauscher 1996 - 2003
PriceWaterhouseCoopers 1992 - 1996
US Bank January 1986 - December 1992
Skills
Structured Finance, Mergers, Due Diligence, Real Estate, Loans, Banking, Finance, Investments, Credit, Restructuring, Portfolio Management, Commercial Lending, Mergers & Acquisitions, Business Development, Commercial Real Estate, Financial Services, Investment Properties, Private Equity, Real Estate Development, Real Estate Transactions, Strategic Financial..., Strategy, Securities, Underwriting, Valuation, Financial Planning, Real Estate Economics
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance
University of Minnesota - Carlson School of Management
BS, Finance and Marketing
Tools in Action November 2005 - Present
Legacy Charter School June 2008 - September 2011
RBC Dain Rauscher June 2000 - June 2008
Pepper Construction Company June 1991 - June 2000
Skills
Construction, Strategic Planning, Marketing Strategy, New Business Development, Contract Negotiation, Sales, Budgets, Time Management, Sales Management, Product Development, Management, Online Advertising, Business Planning, Competitive Analysis, Account Management, Product Marketing, Sales Operations, Marketing, Marketing Management, Social Media, Strategy, Marketing Communications
Education
DePaul University 1996 — 2000
Bachelors, Finance
Heineman Management, LLC March 2014 - Present
State of Nebraska August 2012 - March 2014
Reagan Melton & Delaney, LLP May 2012 - August 2012
Cline Williams Wright Johnson & Oldfather, L.L.P. May 2007 - December 2011
The Nebraska Attorney General's Office May 2006 - August 2006
RBC Dain Rauscher May 2004 - August 2004
Education
Creighton University School of Law 2006 — 2009
Juris Doctor, Law
University of Nebraska-Lincoln 2002 — 2006
BSBA, Accounting & Finance
Fremont [Nebraska] Senior High School 1999 — 2002
High School Diploma
OLGA/OLG-Anon On-Line Gamers Anonymous 2002 - Present
Woolley's Rentals 1986 - Present
BeautiControl 2007 - Present
HP Enterprise Services August 2009 - August 2010
HCA February 2008 - January 2009
Wipro Technologies September 2006 - April 2007
Johnson Controls March 2004 - September 2006
Lawson Software July 1998 - March 2004
RBC Dain Rauscher 1997 - 1998
Target 1996 - 1997
Skills
Troubleshooting, Databases, Microsoft Office, Project Management, Customer Service, Unix, Analysis, Disaster Recovery, Program Management, Security, Management, Windows, Quality Assurance, Training
Education
Century College 1982 — 1985
Associates, Computer Programming and Operations
Osceola High School
Yes, General Studies
RCIS - Wells Fargo January 2010 - Present
Pratt Consulting, Inc. April 2007 - Present
Medtronic December 2008 - January 2010
Northwest Airlines April 2007 - November 2008
RBC Dain Rauscher April 2002 - April 2007
RBC Dain Rauscher April 1997 - April 2002
RBC Dain Rauscher April 1991 - April 1997
Skills
Information Architecture, User Interface Design, Usability Testing, Heuristic Evaluation, Task Analysis, Agile Methodologies, Wireframes, User-centered Design, Business Analysis, User Research, Web Applications, User Experience, Usability, SharePoint, SDLC, Business Requirements, Quality Assurance, Scrum, User Interface
Education
Capella University 2009 — 2012
Bachelors, Information Technology - Software Development
North Hennepin College 1979 — 1981
AAS, Business
Magnises June 2014 - Present
Magnises December 2013 - July 2014
Goldman Sachs July 2010 - June 2013
NBC News May 2009 - August 2009
RBC Dain Rauscher May 2008 - August 2008
Skills
Managing Start-ups, Start-up Environment, Early-stage Startups, Lean Startup, Fundraising, Membership Development, Brand Development, Corporate Partnership..., Member Relations, Branding & Identity, Brand Management, Membership, Strategic Partnerships, Content Strategy, Online Content Creation, Event Planning, Event Management, Social Media Outreach, Finance, Financial Analysis, Client Relations Skills, Client Facing Skills, Manage Client..., Sales, Personal Finance, Prospecting Skills, Investment Management, Investment Advisory
Education
Duke University
Bachelor of Arts (B.A.), Public Policy Analysis
Montello Tax and Financial Planning June 2009 - Present
BARRY UNIVERSITY / FLORIDA GULF COAST UNIVERSITY January 2006 - January 2011
HARRIS PRIVATE BANK May 2006 - June 2009
RBC DAIN RAUSCHER January 2002 - May 2006
BUTTELMAN & STREHLOW FINANCIAL GROUP January 1999 - January 2002
Skills
Retirement Planning, Investments, Asset Allocation, Investment Strategies, Strategic Financial..., Series 7, Estate Planning, Investment Advisory, Asset Managment, Mutual Funds, Alternative Investments, Wealth, Wealth Management..., Financial Planners, Finance, Asset Management, Financial Planning
Education
Harvard University 2011 — 2016
Graduate Degree - current enrollment, Management- Finance
Relationship Management Leadership, Greater San Diego Area 2015 - Present
Energy Solutions Network 2015 - Present
Kiehnau & Associates. Inc. September 1999 - Present
Sovereign Capital Management Group, Inc. June 2012 - November 2013
NetWorth Services, Inc. September 2010 - May 2011
SummaLP Applications, Inc. May 1999 - May 2010
RBC Dain Rauscher May 2004 - November 2004
Merrill Lynch, Inc. May 1997 - April 1999
Mortgage Partners Del Norte October 1995 - April 1997
Merrill Lynch September 1979 - May 1995
Skills
Investments, Portfolio Management, Financial Analysis, Finance, Business Development, Securities, Strategic Planning, Due Diligence, Asset Management, Valuation, Customer Service, Mergers & Acquisitions, Software Project..., Risk Management, Analysis, Entrepreneurship, Marketing, Commercial Banking, Software Development, Highly responsible, Commercial Lending, Process Improvement, Long-term Customer..., Superior Work Ethic, Divestitures, Management Consulting, Corporate Actions, Customer Relations, Compliance, Problem Solving, Institutional Marketing, Private Equity, Private Banking, Relationship Management, Business Relationship..., Key Account..., Management, Financial Modeling, Equities, Banking, Executive Management, Fixed Income, Trading, CRM, Credit, Financial Services, Loans, Corporate Finance, Leadership
Education
California State University-Sacramento
BSBA, Finance/Insurance/Real Estate (triple major), graduated with honors
Retired!!!! July 2014 - Present
The Planned Approach September 2006 - July 2014
Murray Financial Services January 1997 - September 2006
RBC Dain Rauscher January 1996 - December 1996
Piper Jaffray February 1992 - December 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planners, Mutual Funds
Education
Institute for Divorce Financial Analysts 2007 — 2008
CDFA(TM), The Finances of Divorce
Baker University 1971 — 1974
Bachelors Degree of Arts & Sciences, Major in Art, Minor in Psychology
Shawnee Mission North 1967 — 1969
Bishop Miege 1965 — 1967
Ameriprise Financial April 2009 - May 2010
RBC Dain Rauscher August 2005 - April 2008
RBC Dain Rauscher November 2002 - January 2007
RBC Dain Rauscher January 2002 - November 2002
RBC Dain Rauscher January 2000 - December 2001
Dain Rauscher November 1997 - December 1999
dain bosworth November 1992 - October 1997
Skills
Performance Management, Change Management, Strategic Planning, Team Leadership, Risk Management, Training, Process Improvement, Business Process..., Business Development, Financial Services, Leadership, Management, Program Management, Project Management, Project Planning, Sales, Strategy, Wealth Management
Education
Colby College
BA
St. George's School
University of Minnesota - Carlson School of Management
MBA
University of St. Thomas
Certificate
RBC Wealth Management December 2001 - Present
RBC Dain Rauscher July 1999 - December 2001
TekSystems October 1998 - July 1999
kidBoard, Inc. December 1997 - October 1998
Skills
CISSP, CISA
Education
Brown College 1997 — 1998
PC/LAN
Bemidji State University 1993 — 1996
Mass Communications
Medtronic May 2012 - Present
Ameriprise Financial Services, Inc. May 2011 - February 2012
Graco Inc. May 2010 - March 2011
Medtronic November 2009 - May 2010
Rockler Companies, Inc. May 2009 - September 2009
G&K Services, Inc. December 2006 - January 2009
RBC Dain Rauscher September 2006 - December 2006
Allianz Life Insurance Company June 2004 - August 2006
Skills
Onboarding, HRIS, Employer Branding, Process Improvement, Project Management, Applicant Tracking..., Talent Acquisition, College Recruiting, Employee Relations, Talent Management, Recruiting, Performance Management, Human Resources, Sourcing, Employee Engagement, Training, Temporary Placement, Employee Training, Interviews, Internet Recruiting, Resume Writing, New Hire Orientations, Personnel Management, Employee Benefits, Hiring, Leadership, PeopleSoft, Job Descriptions, Leadership Development, Management
Education
Bethel University 1997 — 2001
B.A., Human Communication, Minor in Psychology
Edina Senior High School 1994 — 1997
Diploma
PNC Bank Investment OfficerPNC Wealth Management2002 - Present
RBC Dain Rauscher January 2000 - August 2002
McDonald Investments January 1998 - January 2000
Skills
Wealth Management, Portfolio Management, Investments, Asset Allocation
Education
Duquesne University 1993 — 1997
KP Management November 1998 - Present
RJ Steichen 1998 - 1998
RBC Dain Rauscher 1996 - 1997
Accenture 1991 - 1995
Skills
Portfolio Management, Financial Modeling, Asset Managment, Valuation, Asset Allocation, Hedge Funds, Alternative Investments, Financial Analysis, Equities, Trading, Investments
Education
Boston College 1987 — 1991
BS, Finance
The London School of Economics and Political Science (LSE)
University of Minnesota - Carlson School of Management
MBA, Finance
BestBuy.com January 2011 - Present
The Toro Company March 2010 - January 2011
Northwest Airlines January 2008 - December 2010
RBC Dain Rauscher October 2006 - August 2007
National Arbitration Forum 1997 - 2000
Skills
E-commerce, Vendor Management, Cross-functional Team..., Business Analysis, Account Management, Data Analysis, Requirements Analysis, Requirements Gathering, Business Requirements, Requirement..., Functional Requirements, System Requirements, Software Requirements, SDLC
Education
Hamline University
BA, Business Communications
Hamline University
Bachelor's degree
Voya Financial April 2014 - Present
ING July 2002 - April 2014
RBC Dain Rauscher September 1999 - July 2002
Federated Insurance June 1996 - August 1999
Skills
ETL, Informatica, Data Warehousing, Data Modeling, Data Integration, SDLC, Data Warehouse..., SQL, Business Intelligence, Business Objects, DB2, Dimensional Modeling
Education
Carleton College 1992 — 1996
Bachelor of Arts (B.A.), Economics
RBC Wealth Management January 2010 - Present
RBC Wealth Management April 2004 - January 2010
RBC Dain Rauscher November 2001 - March 2003
Skills
Series 7, Securities, Credit, Series 63, Wealth Management, Mutual Funds, Asset Based Lending, Collateral Management, Policy Writing, Asset Allocation, Portfolio Management
Education
Carlson School of Management 2011 — 2014
Part-time MBA student, Finance
Gustavus Adolphus College 1996 — 2000
Bachelor of Arts (B.A.), Economics and Geography
UnitedHealth Group April 2013 - Present
United Health Group June 1994 - April 2013
RBC Dain Rauscher 1989 - 1994
Education
University of Minnesota - Carlson School of Management 1995 — 2002
Earlham College 1985 — 1989
BA, Religion
Medtronic plc October 2009 - Present
Medtronic June 2003 - Present
Medtronic April 1999 - Present
RBC Dain Rauscher 1994 - 1999
Skills
Executive Support, Investor Relations, Investor Relations..., Customer Satisfaction, Investor Reporting, Cross-functional..., Project Coordination, Program and Event..., Project Management, Problem Solving, Corporate Social..., Issue Identification, Process Improvement, Competitive Intelligence, Change Management, Cross-functional Team..., Medical Devices, Management, Leadership, Strategic Planning, Product Development, Strategy, Teamwork, Marketing, Data Analysis, Healthcare
Education
College of St. Benedict 1988 — 1992
BA, Liberal Studies
Metro June 2000 - Present
THIS April 1999 - February 2000
RBC Dain Rauscher January 1995 - February 1999
Skills
Unix, SQL, Integration, Linux, Business Analysis, Requirements Analysis, Wireless, Strategic Planning, Network Administration, Customer Service, TCP/IP, Cisco Technologies, Data Center, Network Design, Enterprise Architecture, IP, Performance Tuning, SDLC, Data Modeling, System Administration
Education
Southern Illinois University, Edwardsville 1992 — 1995
MS, EE
Aligarh Muslim University 1987 — 1991
BS, Electrical Engineering
Entegris 2002 - Present
Piper Jaffray 1998 - 2002
RBC Dain Rauscher 1996 - 1998
The Pillsbury Company 1995 - 1996
A.G. Edwards 1989 - 1995
Education
Harvard Business School 2011 — 2011
Advanced Management Program for senior leaders
University of Virginia - Darden Graduate School of Business Administration 1987 — 1989
MBA
University of Alabama 1980 — 1983
BA and Masters, Accounting and Taxation
MarketWave August 2007 - Present
BlueCurrent Public Relations 2002 - 2007
USAA 2002 - 2007
Bank of America 1999 - 2002
Federal Reserve Bank of Dallas 1998 - 2000
RBC Dain Rauscher 1995 - 1998
Skills
Corporate Communications, Media Relations, Internal Communications, Public Relations, Press Releases, Marketing Communications, Social Media, Marketing, Digital Marketing, Crisis Communications, Social Media Marketing, Speech Writing, Event Planning, Account Management, B2B
Education
Baylor University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Marketing
Plano Senior High
Ameriprise Financial Services, Inc. August 2013 - Present
Ameriprise Financial Services, Inc. February 2010 - August 2013
RBC Wealth Management January 2008 - February 2010
RBC Dain Rauscher December 2006 - January 2008
RBC Wealth Management October 2005 - December 2006
RBC Dain Rauscher September 2004 - October 2005
Skills
Wealth Management, Asset Management, Managed Accounts, Series 7, Unified Managed Accounts, Separately Managed..., Mutual Funds, Portfolio Management, Securities, Investments, Equities, Series 63, Asset Allocation, Fixed Income, Financial Services, Business Analysis, Relationship Management, Strategic Financial..., Finance, Project Management, Product Development, Investment Advisory, FINRA, Brokerage, Requirements Gathering, Vendor Management, Business Requirements, Fiserv, Process Improvement, Leadership, SDLC, Business Process..., Requirements Analysis, Risk Management, Analysis, Series 65, Series 66, Project Planning, Envestnet, Thomson One, Thomson BETA
Education
Bradley University 1996 — 2001
Bachelor of Science (B.S.), History
Freelance March 2015 - Present
Zeus Jones March 2012 - February 2015
BRAINCO - The Minneapolis School of Advertising, Design and Interactive Studies September 2010 - December 2011
Rodgers Townsend (DDB) July 2004 - September 2009
Spitfire 2001 - 2006
RBC Dain Rauscher 1999 - 2001
MotivAction 1997 - 1999
Skills
Interactive Marketing, Creative Direction, Interactive Advertising, Copywriting, Creative Strategy, Advertising, Brand Development, Direct Mail, Social Media, Creative Development, Digital Strategy, digital marketing
Education
BRAINCO 1999 — 2001
Advertising Copywriting
Gustavus Adolphus College 1991 — 1995
Burnsville Senior High
Raymond James & Associates January 2007 - Present
Raymond James & Associates March 2006 - January 2007
Raymond James October 2005 - March 2006
RBC Dain Rauscher April 2005 - October 2005
RBC Dain Rauscher July 2002 - April 2005
Merrill Lynch May 2000 - July 2002
Education
University of South Florida
Florida State University - College of Business 1996 — 2000
RBC Dain Rauscher ParnterLexington Venture PartnersMay 2004 - Present
Education
Canisius College
White Pine Capital 2006 - 2014
A.G. Edwards 2000 - 2006
George K. Baum & Company 1998 - 2000
RBC Dain Rauscher 1996 - 1998
Northern States Power Company (Now Xcel Energy) 1992 - 1996
Cummins Inc. 1987 - 1989
Skills
Equity Research, Portfolio Management, Asset Management, Equities, Valuation, Investments, Financial Modeling, Capital Markets, Asset Allocation, Marketing, Finance, Competitive Analysis, Equity Trading, Analysis, Financial Analysis
Education
Wake Forest University - Babcock Graduate School of Management 1989 — 1991
Master of Business Administration (MBA)
DePauw University 1982 — 1986
BA, Communications
St. Catherine's High School
RBC Wealth Management March 2011 - Present
RBC Wealth Management October 2006 - March 2011
RBC Dain Rauscher August 2005 - October 2006
RBC Dain Rauscher July 2004 - August 2005
Education
Benedictine University 2001 — 2002
B.S., Business Administration
Bradley University 1995 — 1998
Business Administration / Finance
Wells Fargo 2009 - Present
RBC Dain Rauscher 2000 - 2009
RBC Wealth Management 2000 - 2009
Piper Jaffrray 2000 - 2001
US Bank 1999 - 2001
US Postal Service 1988 - 1999
The Pillsbury Company 1987 - 1999
GE Capital 1988 - 1993
Coast to Coast Hardwere 1984 - 1987
Skills
SDLC, Business Analysis, Agile Methodologies, Data Warehousing, SOA
Education
The University of North Dakota
Computer Science
Bemidji State University
BS
Drake University
MA
RBC Wealth Management September 2006 - Present
RBC Dain Rauscher December 1996 - August 2006
Investment Advisors Inc September 1993 - November 1996
Skills
Investment Advisory, Series 7, Business Analysis, Business Requirements, Series 63, Financial Services, Investments
Education
Gustavus Adolphus College 1989 — 1993
OnDeck February 2015 - Present
On Deck Capital, Inc. January 2012 - Present
TheLadders.com December 2009 - December 2011
TheLadders.com January 2009 - December 2011
TheLadders.com December 2009 - May 2011
Katz Media Group 2008 - 2009
RBC Dain-Rauscher 2005 - 2006
Skills
Inside Sales, Client Relationship..., Client Interfacing, Needs Analysis, Post-sales Support, Sales Pipeline..., Generating Revenue, CRM, Sales Management, Sales, Lead Generation, Account Management, Management, Direct Sales, Salesforce.com, Advertising, Customer Service, Finance, Leadership, Social Networking, Marketing, Social Media, Strategy
Education
Fordham University 2003 — 2007
BS, Marketing
Christian Brothers Academy
Fordham University
Bachelor of Science, Marketing
Boston Scientific February 2007 - Present
Kent Datacomm 1996 - 2002
RBC Dain Rauscher 1993 - 1996
Skills
Cisco Technologies, Data Center, Integration, Networking, Troubleshooting, Process Improvement, Disaster Recovery, Visio, WAN
Education
Anoka Technical College 1988 — 1990
Associate of Science (AS), Electrical Engineering Technologies/Technicians
RBC Capital Markets August 2008 - Present
RBC Capital Markets August 2001 - August 2008
RBC Dain Rauscher August 2000 - August 2001
Skills
Electronic Trading, Capital Markets, Fixed Income, Trading Systems, Equities, Derivatives, Trading, Market Data
Education
Gustavus Adolphus College 1996 — 2000
Golden Valley Supply August 2009 - Present
Thomson Reuters November 2008 - August 2009
GML Consulting, LLC June 2005 - August 2009
ECMC April 2008 - November 2008
Allianz April 2006 - April 2008
ING 2003 - 2006
RBC Dain Rauscher 2001 - 2001
Skills
Agile Methodologies, Requirements Analysis, Process Improvement, Manual Testing, Scrum, Software Development, Test Automation, Testing, Leadership, SDLC
Education
University of St. Thomas 1998 — 2002
Drake University 1998 — 2000
BS, Computer Science, Business
ESG Wealth Management 2007 - May 2013
RBC Dain Rauscher February 2005 - December 2007
Morgan Stanley June 2001 - February 2005
McKinley Investments 1990 - 2000
Skills
Investments, Equities, Securities, Asset Allocation, Series 7, Finance, Portfolio Management, Asset Managment, Series 63, Mutual Funds, Investment Strategies, Alternative Investments, Wealth Management, Hedge Funds, Trading
Education
Bucknell University 1977 — 1981
B.A., Economics, English
Shady Side Academy 1975 — 1977
Diker Management November 2012 - Present
Unterberg Capital February 2012 - Present
B. Riley & Co. October 2011 - February 2012
Merriman Curhan Ford November 2009 - October 2011
S Squared Technology July 2003 - January 2009
SG Cowen August 2000 - August 2002
Cowen & Company 2000 - 2002
RBC Dain Rauscher May 1999 - June 2000
UBS December 1994 - May 1999
Neuberger Berman August 1992 - December 1994
Skills
Financial Modeling, Valuation, Start-ups, Equities, Investments, Strategic Partnerships, Hedge Funds, Capital Markets, Venture Capital, Private Equity, Wireless, IOT
Education
Bucknell University 1988 — 1992
Bachelor’s Degree, Economics & Finance, Cum Laude
CRAVE February 2008 - Present
Salo LLC February 2004 - September 2007
Lawson Software 2004 - 2007
RBC Dain Rauscher 1983 - 2002
Skills
Food, Accounting, Event Management, Management Consulting, Sarbanes-Oxley Act, Process Improvement, Team Building, Recruiting, Business Planning, Customer Service, Management, Budgets, Entrepreneurship, Forecasting, Hospitality, Sales
Education
Augustana University (SD) 1968 — 1972
BA, Business Administration
Piper Jaffray April 2007 - Present
RBC Dain Rauscher January 2001 - April 2007
TCF Bank 1997 - 2001
Skills
Internal Audit, Account Reconciliation, Risk Management, Financial Analysis, Financial Services
Education
Regis University 2003 — 2006
MBA, Business
Bethel University 1993 — 1997
BA, Business Management & Business Marketing
Capella Education Company June 2010 - Present
Capella Education Company January 2007 - July 2010
G&K Services October 2005 - January 2007
RBC Dain Rauscher April 1993 - October 2005
Sit Investment 1991 - 1993
Skills
Outlook, Team Building, Customer Service, Onboarding, Microsoft Office, Event Planning, PowerPoint, Microsoft Excel, Leadership, Microsoft Word, Administrative..., Management, Focus Groups, Training, Staff Development, Coaching, Process Improvement, Program Management, Administrative...
Education
Augustana College (SD) 1984 — 1988
BA, Elementary Education, Spanish
RBC Wealth Management February 2004 - Present
RBC Wealth Managment 2004 - Present
American Express Financial Advisors June 2002 - January 2004
RBC Dain Rauscher February 1998 - June 2002
Piper Jaffray August 1986 - January 1998
Education
University of St. Thomas - Opus College of Business 1999 — 2005
MBA, Finance
Bethel University 1982 — 1986
BA, Business Management
Manatt, Phelps & Phillips, LLP 2000 - Present
Oppenheimer Wolff & Donnelly November 1997 - December 1999
RBC Dain Rauscher April 1993 - December 1995
Skills
IPRO, Litigation Support, Concordance, Relativity, Livenote, Microsoft Excel, Microsoft Word, CaseMap, Document Review, LiveNote, EDRMS, ESI, Legal Assistance, Trials, Blackberry, Computer Forensics, Document Management, Litigation, Intellectual Property, Lexis, Legal Documents
Education
Bemidji State University
AssetMark March 2014 - Present
RMB Capital Management May 2011 - January 2014
AllianceBernstein November 2006 - April 2011
RBC Dain Rauscher 2005 - 2005
Skills
Wealth Management, Investment Management, Retirement Planning, Series 65, Certified Financial...
Education
Creighton University 2002 — 2006
BSBA, Finance
Creighton Prep 1998 — 2002
Centerbridge Partners December 2014 - Present
Citi Hedge Fund Services North America, Inc. November 2009 - December 2014
GSC Group Inc. November 2005 - October 2009
BISYS-RK Alternative Investment Services, Inc. January 2004 - November 2005
Raymond James Financial February 2003 - December 2003
RBC Dain Rauscher July 2001 - February 2003
Education
Fairleigh Dickinson University 1998 — 2002
Bachelors, Finance
Seeking New Opportunity January 2013 - Present
University of Phoenix, Apollo Group September 2010 - October 2012
Williams Company March 2009 - January 2010
Blue Cross Blue Shield of Florida April 2007 - August 2008
The Nielsen Company September 2000 - October 2006
RBC Dain Rauscher July 1995 - July 2000
Travelers Managed Care & Employee Benefits 1988 - 1990
Skills
Organizational..., Talent Management, Leadership Development, Performance Management, Employee Engagement, Succession Planning, Training, Cross-functional Team..., Program Management, Organizational Design, Career Development, Leadership, Instructional Design, Change Management, Strategy, Executive Coaching, Process Improvement, Training Delivery, Coaching, Human Resources, Team Building, Staff Development, 360 Feedback, Management, Strategic Planning, Start-ups, Management Development, Organizational..., Talent Acquisition, Workforce Planning, Onboarding, Workshop Facilitation, Personnel Management, Employee Training, E-Learning, Employee Relations, Interviews, Culture Change, Career Counseling, Conflict Resolution, Recruiting, HRIS, MBTI, Deferred Compensation, Performance Improvement, HR Consulting, Executive Development, Mergers & Acquisitions, College Recruiting, HR Policies
Education
Michigan State University
Masters, Organizational & Interpersonal Communications
Grand Valley State University
Bachelor of Philosophy, Psychyology, Education
Sleep Number by Select Comfort January 2013 - Present
Perrigo (formerly Paddock Laboratories) February 2009 - January 2013
Select Comfort September 2007 - May 2008
Prime Therapeutics February 2007 - July 2007
Boston Scientific 2002 - 2006
Talent Software Services 2000 - 2002
Insight Delivery Inc. 1998 - 1999
Interim Technology 1995 - 1998
RBC Dain Rauscher 1983 - 1995
Skills
SDLC
Education
Augsburg College
Bachelors, MIS
CapTech Ventures, Inc April 2015 - Present
Experian Marketing Services October 2012 - Present
E*TRADE Financial February 2014 - April 2015
Epsilon September 2012 - October 2012
Epsilon March 2012 - October 2012
Epsilon February 2011 - August 2012
Epsilon January 2010 - December 2011
Epsilon June 2008 - January 2010
RBC Dain Rauscher May 2007 - September 2007
State Street Bank May 2006 - September 2006
Skills
Microsoft Office, PMP, Project Management, Quality Assurance, Process Improvement, Software Project..., Database Marketing, Market Research, Email Marketing, Multi-channel Marketing, Business Development, Leadership, Marketing, Management, Online Marketing, Product Management, Requirements Gathering, Social Media, Digital Marketing
Education
Boston College 2004 — 2008
B.S., Finance and Marketing
University of Melbourne - Melbourne Business School 2006 — 2006
Study Abroad
Raymond James Financial Services August 2006 - Present
RBC Dain Rauscher June 1986 - August 2006
Skills
Financial Advisory, Investment Management, Alternative Investments, Wealth Management..., Series 7, Financial Risk, FINRA, Finance, Retirement Planning, Financial Services, Securities, Wealth Management, Investments, High Net Worth..., Retirement, Asset Allocation, Mutual Funds, Investment Strategies, Series 63, 401k, Fixed Annuities, Estate Planning, Strategic Financial..., Investment Advisory, Portfolio Management, Asset Managment, Bonds, Equities, Wealth
Education
Augsburg College 1973 — 1978
BA, Education, psychology
West High School, Mpls 1970 — 1973
Arbor Research and Trading October 2013 - Present
A Broker/Dealer based in Birmingham that forbids using its name on social websites June 2009 - October 2013
RBC Dain Rauscher February 2004 - November 2007
Koch Industries 1994 - 1999
Koch Industries 1994 - 1999
Skills
Capital Markets, Fixed Income, IPO, Series 7, Private Banking, Underwriting, Financial Risk, Hedge Funds, Equities, Investments, Securities, Hedging, Interest Rate..., Asset Allocation, Bloomberg, Portfolio Management, Investment Strategies, Portfolio Optimization, Financial Modeling, Alternative Investments, Valuation, Financial Analysis, Bonds, Options
Education
Duke University - The Fuqua School of Business 1986 — 1988
MBA
Duke University 1983 — 1987
AB, Economics
City of Minneapolis May 2011 - Present
City of Minneapolis August 2010 - May 2011
Eagle Valley Bank August 2009 - December 2009
Mesa Holdings 2007 - 2008
RBC Dain Rauscher 1992 - 2006
Lehman Brothers 1986 - 1992
Skills
Strategic Planning, Budgets, Enterprise Risk..., Cash Management, Risk Management, Leadership, Managerial Finance, Mergers, Financial Analysis, Finance, Business Process..., Process Improvement, Forecasting, Financial Reporting, Financial Modeling
Education
Harvard Business School 1984 — 1986
MBA, Finance and General Management
Dartmouth College 1977 — 1981
BA, Government
WellCare March 2006 - Present
Tampa Connection 2007 - 2009
RBC Dain Rauscher September 2002 - March 2006
Goldman Sachs December 1997 - May 2002
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
M.B.A., Finance
Indiana University Bloomington 1986 — 1991
Arts & Sciences, Criminal Justice
St. Jude Medical October 2014 - Present
St. Jude Medical October 2013 - Present
Saving Grace Village January 2011 - Present
St. Jude Medical November 2011 - October 2013
St. Jude Medical July 2011 - December 2011
St. Jude Medical February 2008 - August 2011
RBC January 2007 - February 2008
RBC Financial Group October 2006 - January 2007
RBC Dain Rauscher 2000 - 2006
RBC Dain Rauscher December 2000 - November 2005
Skills
Process Improvement, Analysis, Change Leadership, HRIS, Workshop Facilitation, Business Process..., Requirements Analysis, Applicant Tracking..., SAP, Business Process, Interviews, Organizational..., SAP HR, Project Management, Business Analysis, Team Leadership, Problem Solving, HR Consulting, Customer Service, Microsoft Excel, Project Planning, Policy, Human Resources, Program Management, Strategic Planning, Data Analysis, Employee Engagement, Leadership, HR Policies, Organizational..., Visio, Needs Analysis, Integration, Acquisition Integration, Recruiting, Cross-functional Team..., Change Management, Training, Strategy, Software Documentation, Personnel Management, Talent Management
Education
University of St. Thomas 1997 — 1999
MA, Human Resource Development
University of St. Thomas 1997 — 1999
Certificate, Organization Development
College of Saint Benedict
Nutrition
University of Minnesota
BS, Nutrition/Dietetics; General Studies
Camp Korey February 2008 - Present
RBC Dain Rauscher 1990 - 2008
Education
Colorado College
Political Science
University of Minnesota-Twin Cities
Knade Financial Group LLC December 2006 - Present
RBC Dain Rauscher May 1999 - December 2006
Alex. Brown & Sons March 1995 - May 1999
Public Financial Management October 1992 - December 1994
Education
Gettysburg College 1979 — 1985
B.A., Business Administration
UBS April 2014 - Present
UBS Wealth Management June 2009 - April 2014
UBS Wealth Management January 2008 - June 2009
UBS Wealth Management January 2007 - January 2008
RBC Dain Rauscher 2004 - 2007
Ryan Beck/Gruntal & Co 2000 - 2004
Gruntal & Co. 1997 - 2000
Gruntal & Company 1992 - 1997
Shearson Lehman Brothers 1986 - 1992
L.F. Rotherschild Unterburg Towbin 1985 - 1986
Education
Bentley University
B.S.
Grainger August 2015 - Present
Grainger January 2014 - July 2015
W.W. Grainger July 2009 - January 2014
Quadrant Systems 2004 - 2008
RBC Dain Rauscher 2003 - 2004
Skills
Account Management, Cold Calling, Direct Sales, Sales, Sales Presentations, Sales Process, Solution Selling, B2B, Selling, Sales Operations, Key Account Management, Salesforce.com, Pricing, New Business Development
Education
Babson College - Franklin W. Olin Graduate School of Business
Master of Business Administration (MBA)
University of Oregon
Business
Grant High School
WisdomTree Asset Management January 2007 - Present
RBC Dain Rauscher July 2004 - October 2005
Banc One Capital Markets July 2002 - July 2003
ETF Advisors June 2002 - June 2003
Nuveen Investments 1995 - 2002
FEDERAL RESERVE BANK OF ATLANTA, 1992 - 1993
MERRILL LYNCH & CO. 1991 - 1992
Skills
ETFs, Fixed Income, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Bloomberg, Bonds, Portfolio Management, Investments, Investment Banking, Currency, Investment Management, Financial Markets, Capital Markets, Emerging Markets, Financial Structuring, Financial Advisory, FX Options, Swaps, Economics
Education
Indiana University - Kelley School of Business 1993 — 1995
MBA, Finance and Economics
Indiana University Bloomington 1993 — 1995
MBA, Economics and Investments
Emory University 1987 — 1991
BA, Economics and History
Ziegler April 2013 - Present
GE Government Finance 2004 - 2013
RBC Dain Rauscher 1998 - 2004
United States Marine Corps 1993 - 1998
United States Naval Academy 1987 - 1990
United States Naval Academy 1987 - 1990
Education
United States Naval Academy 1986 — 1990
Bacelor of Science, Computer Science
Boston University 1996 — 1998
Master of Business Administration (MBA)
Animal Humane Society April 2005 - Present
United Health Group August 2003 - July 2004
RBC Dain Rauscher May 2002 - January 2003
Best Buy October 1996 - May 2002
Carlson Companies April 1995 - June 1996
American Express Financial Advisors October 1994 - April 1995
University of Minnesota - Administrative Information Systems December 1993 - September 1994
Fingerhut November 1991 - 1993
EDS Advanced Solutions October 1989 - October 1991
ITT Consumer Finance Corp 1979 - 1985
Skills
Databases, Data Warehousing, Customer Service, Oracle, DB2, Software Documentation, SQL, Performance Tuning, Microsoft SQL Server, Software Development, Program Management, SQL Tuning, AIX, IBM AIX
Education
Hennepin Technical College 1986 — 1988
Certificate, Computer Programming
Wells Fargo Bank December 2006 - Present
NOVON Consulting April 2006 - December 2006
RBC Dain Rauscher October 1995 - January 2006
Skills
Vendor Management, Operations Management, Risk Management, Team Leadership, Relationship Management, Strategic Planning, Gap Analysis, Change Management, Project Management, Treasury Management, Integration, Workshop Facilitation
Education
Concordia University-St. Paul 2004 — 2006
BA, Organizational Managment and Communications
University of Minnesota-Twin Cities 1987 — 1991
Elavon, Inc. December 2011 - May 2012
INT Technologies July 2009 - December 2011
ING 1998 - 2008
RBC Dain Rauscher 1997 - 1998
Blue Cross Blue Shield of Minnesota 1990 - 1996
Skills
COBOL, CICS, Easytrieve, JCL, DB2, Mainframe, MVS, Software Development, IBM Mainframe, SQL
Education
Hamline University
BA, English
University of Minnesota-Twin Cities
MA, English
Goldman Sachs February 2004 - Present
RBC Dain Rauscher July 1996 - November 2003
Education
Arizona State University 1987 — 1993
BS, Business
Imeriti Financial Network January 2015 - Present
Allianz Life March 2013 - January 2015
ING Life March 2012 - January 2013
ING Life March 2011 - March 2012
Ameriprise Financial July 2009 - February 2011
Advisornet Financial September 2008 - February 2009
RBC Dain Rauscher September 2007 - September 2008
Skills
Series 7, Minnesota Life,..., Finance, Insurance, Training, Life Insurance, Sales, Sales Management, Retirement Planning, Securities, Fixed Annuities, Marketing, Strategic Financial..., Financial Services, Analysis, Data Analysis, Investments, Project Planning
Education
American College 2012 — 2014
CLU
Augsburg College 2004 — 2007
Marketing
Coleman Research June 2008 - Present
RBC Dain Rauscher February 2005 - June 2008
Rapid Solutions Group June 2003 - February 2005
Citigate Global Intelligence August 2002 - May 2003
The Cambridge Group November 2000 - July 2002
Colgate Palmolive July 1998 - November 2000
Foote, Cone & Belding May 1997 - July 1998
Tokio Marine Management, Inc. May 1993 - May 1997
Skills
Employee Relations, Microsoft Office, Microsoft Excel, Recruiting, Management, Business Strategy, Human Resources, PowerPoint
Education
Baruch College, City University of New York (CUNY)
Nammo Talley, Inc February 1998 - Present
RBC Dain Rauscher 1993 - 1998
Skills
IFRS, Cognos, US GAAP, Costpoint, Budgeting, Financial Reporting, Accounting, Cost Accounting, Variance Analysis, General Ledger, Revenue Recognition, GAAP, Accruals, Financial Accounting, Fixed Assets, Account Reconciliation, Monthly Close, Financial Systems..., Accounts Payable, Financial Analysis
Education
Arizona State University - W. P. Carey School of Business 2003 — 2005
Masters, MBA
Arizona State University - W. P. Carey School of Business 1993 — 1997
Bachelors, Accountancy
National Electronics Warranty (N.E.W.) May 2006 - Present
Inlingua English Center 2005 - 2006
RBC Dain Rauscher 2002 - 2003
Florida State University 1998 - 1999
Education
Florida State University 1997 — 1999
MS, International Development Education
New College of Florida 1993 — 1997
BA, Politics, Sociology, Latin American studies
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
RBC Wealth Management May 2015 - Present
RBC Wealth Management November 2008 - Present
Branch Director, RBC Wealth Management 2006 - 2008
RBC Wealth Management 2005 - 2006
RBC Dain Rauscher 2001 - 2004
Sutro & Co. 1996 - 2001
Sutro & Co. 1994 - 1996
Sutro & Co. 1992 - 1994
Bateman Eichler Hill Richards 1987 - 1992
Kidder Peabody & Co. 1982 - 1987
Skills
Investments, Equities, Marketing, Management, Strategic Planning, Leadership, Budgets, Team Building, Start-ups, Customer Service, New Business Development, Marketing Strategy, Public Speaking, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Series 63
Education
Cal Poly San Luis Obispo
Bachelor of Science (BS), Business Administration and Management, General
Northwestern University 2012 - Present
Northwestern University 2009 - 2012
Sheridan Arts Foundation June 2008 - August 2008
RBC Dain Rauscher September 2007 - December 2007
CBS Radio September 2007 - December 2007
Oakland Commerce Bank May 2007 - July 2007
Skills
Event Planning, Marketing, Social Media Marketing, Event Management, Volunteer Management, Nonprofits, Arts Administration, Fundraising, Editing, Management, Higher Education
Education
Denison University 2005 — 2009
Bachelor of Arts, Art History
Mercy High School 2001 — 2005
Royal Bank of Canada November 2010 - Present
RBC Wealth Management June 2005 - Present
RBC Dain Rauscher July 2002 - June 2005
Dorsey & Whitney LLP January 2001 - July 2002
Equalfooting.com April 2000 - January 2001
Wilmer, Cutler & Pickering 1998 - 2000
Silver, Freedman & Taff August 1996 - April 1998
Education
Georgetown University Law Center 1993 — 1996
JD
University of Minnesota-Twin Cities 1988 — 1992
BA
Meridian Capital Partners April 2005 - Present
RBC Dain Rauscher February 2001 - April 2005
Morgan Stanley December 1998 - January 2001
Cowen & Co. December 1989 - June 1997
Raymond James May 1988 - August 1989
First Albany Capital December 1985 - January 1988
Skills
Financial Analysis, Risk Management, Financial Markets, Portfolio Optimization, Options, FX Options, Commodity, Investment Management, Series 63, Bloomberg, Currency, Venture Capital, ETFs, Public Finance, Hedge Funds, Bonds, Institutional Sales, Institutional..., Investments, Securities, Trading, Series 7, Financial Modeling, Wealth Management, Equity Derivatives, FINRA, Structured Products, Credit Derivatives, Valuation, Trading Strategies, Equity Valuation, Technical Analysis, Mutual Funds, High Yield, Derivatives, Investment Advisory
Education
Harvard University 1979 — 1984
BA, Economics
University of Kent 1984 — 1986
MA, Economics
Rensselaer Polytechnic Institute 1997 — 1998
MA, Management
BS High School
NYS HS Regents
Me, Myself and I; Albuquerque January 2011 - Present
KPMG February 2006 - August 2010
RBC Dain Rauscher 1998 - 2005
Skills
Financial Services, Internal Audit, Asset Management, Auditing, Investments, Leadership, Management, Risk Management, Financial Analysis
Education
University of Nebraska at Omaha 2001 — 2003
BA, English
Creighton University 1994 — 1997
Business
Dowling High School 1990 — 1994
Cummins Inc. March 2014 - December 2014
Cummins Inc. March 2011 - March 2014
Institute for Engineering in Medicine, University of Minnesota January 2007 - March 2011
University of Minnesota, Department of Biomedical Engineering September 2005 - December 2006
RBC Dain Rauscher May 2006 - September 2006
YMCA June 2005 - August 2005
Skills
Project Management, Supply Chain Management, Negotiation, CRM, Cost Benefit, Global Sourcing, Cross-functional Team..., Operational Strategy, Program Management, Six Sigma, Competitive Analysis, Supply Chain, Forecasting, Purchasing, Microsoft Office, Strategic Planning, Business Analysis, Marketing Strategy, Process Improvement, Supplier Evaluation, Root Cause Analysis, Business Process...
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Supply Chain and Operations
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science, Marketing, Supply Chain Management, German Studies
Humboldt University of Berlin 2007 — 2007
German Studies
First Command Financial Planning November 2010 - Present
Major investment firm 2001 - May 2010
Morgan Stanley Smith Barney 2009 - 2010
Smith Barney 2001 - 2010
RBC Dain Rauscher April 1994 - June 2001
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Investment Management, Series 65, Asset Managment, Estate Planning, Series 24, Investments, Asset Allocation, Investment Advisory, Securities, Strategic Financial...
Education
Baylor University 1973 — 1975
BBA, Business Managent- Finance
Tyler Junior College, The University of Texas at Dallas. Robert E. Lee , high school, Tyler, Tx 1971 — 1973
BA Business Administration, finance
CIBER, Inc. January 2012 - Present
NMFN 2011 - 2012
MetLife April 2010 - May 2011
UBS Financial Services 2007 - 2009
UBS, INC 2006 - March 2008
Merrill Lynch July 2005 - December 2006
GULFSTREAM PARTNERS September 2003 - December 2003
RBC Dain Rauscher July 1998 - September 2003
RBC Dain Rauscher (was Tucker Anthony Inc) August 1996 - July 1998
Skills
Analysis, Management, Portfolio Management, Strategic Financial..., Investments, Insurance, Sales, Employee Benefits, Financial Services, Finance, Business Analysis, Mutual Funds, Consulting, Operations Management, Selling, Vendor Management
Education
Boston University
BS, Management
Boston University - School of Management
BS, Management
hibu (formerly Yellowbook) May 2008 - June 2015
Security National Mortgage April 2007 - April 2008
Peoples Choice Home Loan October 2006 - March 2007
Equibanc Mortgage Corp November 2005 - October 2006
NovaStar Mortgage January 2004 - November 2005
AXA Advisors July 2003 - October 2003
CitiStreet, LLC January 1995 - February 2003
RBC Dain Rauscher October 1993 - October 1994
Prudential Financial, Inc October 1987 - October 1993
National Life Group March 1986 - October 1987
Skills
Sales, Management, Leadership, Research, Microsoft Excel, PowerPoint, Marketing, Strategic Planning, Public Speaking, Social Media, Marketing Strategy, New Business Development, Strategy
Education
North Carolina State University 1973 — 1976
Master of Science (MS), Biochemistry
Hampden-Sydney College 1969 — 1973
Bachelor of Science (BS), Chemistry
n/a Compensation ManagerDigi InternationalJanuary 2003 - June 2012
RBC Dain Rauscher 2002 - 2003
Skills
Deferred Compensation, Employee Relations, Performance Management, Onboarding
Education
Carlson School of Management 2001 — 2003
MA-HRIR, Human Resources & Industrial Relations
Concordia College 1997 — 2001
BA, Psychology, Business
University of Minnesota-Twin Cities
Barclays Capital February 2000 - Present
RBC Dain Rauscher 1993 - 1997
Skills
Valuation, Equities, Equity Research, Capital Markets, Commodity
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA)
Texas A&M University
Master of Science (MS), Geology/Earth Science, General
Centenary College of Louisiana
Bachelor of Science (BS), Geology/Earth Science, General
Citi September 2008 - Present
Citicorp Credit Services USA January 2008 - Present
Wachovia Dealer Services August 2006 - June 2008
Wachovia Securities LLC January 2006 - January 2008
RBC Wealth Management January 1999 - August 2006
RBC Dain Rauscher January 1999 - January 2006
Skills
20 years experience as..., Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Typing, Receptionist Duties, Direct Mail Campaigns, Accounts Receivable, Accounts Payable, Superior Client Service, Problem Solving, Close Attention to..., Seminars
Education
Houston Community College
2 years, Accounting
University of Houston
2 years
University of Houston, BS incompleteHouston Community College