RBC Dain Rauscher

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RBC Dain Rauscher Employees

Employee
Years
Job
Industry
Heather Hunt-Ruddy Heather Hunt-Ruddy Saint Louis, Missouri Details
Heather Hunt-Ruddy's RBC Dain Rauscher Experience 2003 - 2007
Job Managing Director Regional President at Wells Fargo Advisors
Industry Financial Services
Experience
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.)

Bryan VantHof Bryan VantHof Greater Minneapolis-St. Paul Area Details
Bryan VantHof's RBC Dain Rauscher Experience January 2002 - February 2003
Job 6128653158
Industry Real Estate
Experience
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

Barbara Case Barbara Case Greater Boston Area Details
Barbara Case's RBC Dain Rauscher Experience March 2002 - September 2009
Job APMA®, Financial Advisor, Vice President
Industry Financial Services
Experience
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

John Bullman, CFA, CAIA John Bullman, CFA, CAIA Dallas, Texas Details
John Bullman, CFA, CAIA's RBC Dain Rauscher Experience September 2000 - February 2007
Job Vice President of Investment Management at Rosewood Management Corp
Industry Investment Management
Experience
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

Tahreem Shaikh Tahreem Shaikh Saint Louis, Missouri Details
Tahreem Shaikh's RBC Dain Rauscher Experience July 1997 - March 1998
Job Director Finance & Acquisitions at Gateway Media
Industry Online Media
Experience
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

Jennifer Berg Jennifer Berg Greater Minneapolis-St. Paul Area Details
Jennifer Berg's RBC Dain Rauscher Experience March 2007 - December 2007
Job at
Industry Financial Services
Experience
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

Matthew Harkins Matthew Harkins Newport Beach, California Details
Matthew Harkins's RBC Dain Rauscher Experience 2003 - 2005
Job
Industry Health, Wellness and Fitness
Experience
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)

Tammy Reimler, MBA, PMP Tammy Reimler, MBA, PMP Greater Minneapolis-St. Paul Area Details
Tammy Reimler, MBA, PMP's RBC Dain Rauscher Experience April 2006 - June 2007
Job Assistant Vice President Business Continuity Risk Mgr.
Industry Financial Services
Experience
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

Shirley Cade Shirley Cade Greater Seattle Area Details
Shirley Cade's RBC Dain Rauscher Experience December 1997 - May 2001
Job Sr. Lead Technical Project Manager at CenturyLink Cloud
Industry Information Technology and Services
Experience
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

Staci Murphy Staci Murphy Greater Minneapolis-St. Paul Area Details
Staci Murphy's RBC Dain Rauscher Experience 2000 - 2003
Job .
Industry Financial Services
Experience
.   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

Rand Park Rand Park Greater Minneapolis-St. Paul Area Details
Rand Park's RBC Dain Rauscher Experience 2001 - 2003
Job Senior Lecturer at Carlson School of Management
Industry Higher Education
Experience
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

Michael Gunaca Michael Gunaca Greater Seattle Area Details
Michael Gunaca's RBC Dain Rauscher Experience January 2005 - December 2005
Job Corporate Relationship Manager
Industry Renewables & Environment
Experience
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

Eric Gebo Eric Gebo Dallas/Fort Worth Area Details
Eric Gebo's RBC Dain Rauscher Experience April 2001 - November 2002
Job Marketing / Creative Director
Industry Marketing and Advertising
Experience
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

Ramjee Vysyaraju, PMP Ramjee Vysyaraju, PMP Tampa, Florida Details
Ramjee Vysyaraju, PMP's RBC Dain Rauscher Experience March 2004 - October 2004
Job Seasoned Program/Project Manager
Industry Financial Services
Experience
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

Butch Dahlgren Butch Dahlgren Greater Minneapolis-St. Paul Area Details
Butch Dahlgren's RBC Dain Rauscher Experience October 1997 - May 1998
Job Regional Facilities and Real Estate Manager at Comcast
Industry Construction
Experience
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

Coleen Olson Coleen Olson Anoka, Minnesota Details
Coleen Olson's RBC Dain Rauscher Experience August 2005 - March 2008
Job NAS Implementation Consultant at ADP
Industry Human Resources
Experience
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

Courtenay Kane Courtenay Kane Greater New York City Area Details
Courtenay Kane's RBC Dain Rauscher Experience February 2003 - July 2004
Job Account Director at OTAS Technologies
Industry Financial Services
Experience
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

Thomas Saunders Thomas Saunders Farmington, Minnesota Details
Thomas Saunders's RBC Dain Rauscher Experience December 2004 - July 2005
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
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

Heather Foss Heather Foss Minneapolis, Minnesota Details
Heather Foss's RBC Dain Rauscher Experience July 2002 - September 2003
Job Minneapolis Maven at RE/MAX Results
Industry Real Estate
Experience
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

Rebecca Atherton Boosalis Rebecca Atherton Boosalis Greater Minneapolis-St. Paul Area Details
Rebecca Atherton Boosalis's RBC Dain Rauscher Experience September 1990 - May 2003
Job LAA Manager, Stinson Leonard Street LLP
Industry Law Practice
Experience
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

George C. F. Hart George C. F. Hart Honolulu, Hawaii Details
George C. F. Hart's RBC Dain Rauscher Experience September 2004 - November 2006
Job Director of Revenue at Aqua Hospitality, an Interval Leisure Group company
Industry Hospitality
Experience
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

Todd Cowle Todd Cowle Dallas/Fort Worth Area Details
Todd Cowle's RBC Dain Rauscher Experience 1998 - December 2000
Job Principal at Ultimate Tier Advisors LLC
Industry Financial Services
Experience
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

Greg Foley Greg Foley Watertown, South Dakota Details
Greg Foley's RBC Dain Rauscher Experience December 2001 - October 2004
Job IT Network Manager and Technical Support at Wurth Electronics Midcom
Industry Electrical/Electronic Manufacturing
Experience
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

Philip Hotchkiss Philip Hotchkiss San Francisco Bay Area Details
Philip Hotchkiss's RBC Dain Rauscher Experience August 1991 - September 1994
Job EVP & Chief Product Officer at CareWire, Inc
Industry Internet
Experience
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

Cory Knowles Cory Knowles Dallas/Fort Worth Area Details
Cory Knowles's RBC Dain Rauscher Experience 2004 - 2005
Job Managing Partner Strategic Enterprise Consulting for Business & IT Solution's
Industry Management Consulting
Experience
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

Peter Cina Peter Cina Greater Minneapolis-St. Paul Area Details
Peter Cina's RBC Dain Rauscher Experience May 2007 - October 2008
Job IT Architecture Consultant, Enterprise Engineering Services UHG/Optum
Industry Information Technology and Services
Experience
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

Hannah Woodberry Hannah Woodberry New York, New York Details
Hannah Woodberry's RBC Dain Rauscher Experience June 2005 - August 2007
Job Associate Buyer MyHabit at Amazon
Industry Retail
Experience
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

Alyssa Dunnigan Alyssa Dunnigan Greater Minneapolis-St. Paul Area Details
Alyssa Dunnigan's RBC Dain Rauscher Experience January 2006 - January 2007
Job Recruiting Consultant Advisor Recruiting and Retention
Industry Financial Services
Experience
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

Scott Puff Scott Puff Orange County, California Area Details
Scott Puff's RBC Dain Rauscher Experience November 1998 - February 2006
Job
Industry Financial Services
Experience
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

Michael Marlitt Michael Marlitt Portland, Oregon Area Details
Michael Marlitt's RBC Dain Rauscher Experience September 1995 - March 2002
Job Owner, Managing Partner ERC Properties LLC
Industry Real Estate
Experience
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

Dail Blake Dail Blake Kansas City, Missouri Area Details
Dail Blake's RBC Dain Rauscher Experience January 1997 - January 2002
Job Sr. Vice President at Country Club Financial Services
Industry Financial Services
Experience
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

David Mauk David Mauk Greater Seattle Area Details
David Mauk's RBC Dain Rauscher Experience 1987 - 1992
Job president at Ascent Advisors, Inc
Industry Management Consulting
Experience
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

Anneke Riess Anneke Riess Greater Minneapolis-St. Paul Area Details
Anneke Riess's RBC Dain Rauscher Experience 2002 - 2003
Job Market Development Account Executive at Fedex
Industry Transportation/Trucking/Railroad
Experience
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

Sean O'Hagan, CFP® Sean O'Hagan, CFP® Greater Minneapolis-St. Paul Area Details
Sean O'Hagan, CFP®'s RBC Dain Rauscher Experience May 2007 - August 2007
Job Financial Advisor at The Advocate Group
Industry Financial Services
Experience
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

Robert Mortimer CFP® Robert Mortimer CFP® Greater Chicago Area Details
Robert Mortimer CFP®'s RBC Dain Rauscher Experience 1994 - 2003
Job Senior Vice President at Wunderlich Securities
Industry Investment Management
Experience
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

Craig Brenton Craig Brenton Portland, Oregon Area Details
Craig Brenton's RBC Dain Rauscher Experience August 1990 - May 2006
Job Senior Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
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

Kathleen Petrie Kathleen Petrie Sioux City, Iowa Area Details
Kathleen Petrie's RBC Dain Rauscher Experience January 2001 - January 2003
Job Student Master'sProgram, Negotiation and Dispute Resolution at Creighton University
Industry Hospital & Health Care
Experience
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

Brenda Hays-Ingwald Brenda Hays-Ingwald Greater Minneapolis-St. Paul Area Details
Brenda Hays-Ingwald's RBC Dain Rauscher Experience June 2007 - March 2009
Job Consultant at Harbinger Partners & Adjunct Faculty at Metropolitan State University
Industry Information Technology and Services
Experience
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

Molly Kesler Harley Molly Kesler Harley Spokane, Washington Area Details
Molly Kesler Harley's RBC Dain Rauscher Experience April 1986 - May 1995
Job First Vice President Wealth Management, UBS Financial Services Inc.
Industry Financial Services
Experience
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

Gwen Gierke Gwen Gierke Greater Minneapolis-St. Paul Area Details
Gwen Gierke's RBC Dain Rauscher Experience March 1997 - July 1999
Job Director of Human Resources at SUPERVALU
Industry Research
Experience
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

Tim Bursch Tim Bursch Greater Minneapolis-St. Paul Area Details
Tim Bursch's RBC Dain Rauscher Experience 1999 - 2004
Job Digital Strategy | Social Media Marketing
Industry Marketing and Advertising
Experience
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

Lindsay Kangas Larson Lindsay Kangas Larson Greater Minneapolis-St. Paul Area Details
Lindsay Kangas Larson's RBC Dain Rauscher Experience 2003 - 2005
Job Content Development at Anytime Fitness
Industry Health, Wellness and Fitness
Experience
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

Nancy (Swanson) Morin Nancy (Swanson) Morin Greater Minneapolis-St. Paul Area Details
Nancy (Swanson) Morin's RBC Dain Rauscher Experience 1998 - 2003
Job Local Coordinator at CCI Greenheart
Industry Education Management
Experience
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 Pape Tove Pape Tucson, Arizona Area Details
Tove Pape's RBC Dain Rauscher Experience September 1982 - 2003
Job Web Developer
Industry Information Technology and Services
Experience
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

Eric Emmette Eric Emmette Greater Minneapolis-St. Paul Area Details
Eric Emmette's RBC Dain Rauscher Experience July 1997 - October 2004
Job Principal at Tripoli Risk Management, LLC
Industry Insurance
Experience
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

Greg Walters Greg Walters San Francisco Bay Area Details
Greg Walters's RBC Dain Rauscher Experience August 2000 - August 2001
Job Director, Global Sales Analytics at Oracle
Industry Computer Software
Experience
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

Lori Nicolet Lori Nicolet San Francisco Bay Area Details
Lori Nicolet's RBC Dain Rauscher Experience January 2005 - September 2007
Job Currently Seeking New Opportunities as Office Manager, Branch Administrator, Team Supervisor or Executive Assistant
Industry Financial Services
Experience
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

Marceline Donaldson Marceline Donaldson Greater Boston Area Details
Marceline Donaldson's RBC Dain Rauscher Experience 1967 - 1970
Job President, The Bettina Network, inc.
Industry Hospitality
Experience
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

Leo Lawrenson Leo Lawrenson Greater Atlanta Area Details
Leo Lawrenson's RBC Dain Rauscher Experience 1990 - 1994
Job Owner, Lawrenson Services Inc.
Industry Investment Banking
Experience
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

Joshua Burroughs Joshua Burroughs San Francisco Bay Area Details
Joshua Burroughs's RBC Dain Rauscher Experience September 2003 - July 2004
Job Land Acquisitions, Forward Planning & Development
Industry Real Estate
Experience
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

Eric Roedel Eric Roedel Greater Minneapolis-St. Paul Area Details
Eric Roedel's RBC Dain Rauscher Experience 2001 - 2005
Job Operations Manager Structured Assets at Castlelake, L.P.
Industry Financial Services
Experience
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

Todd M. Thorsen, CFA Todd M. Thorsen, CFA Greater Minneapolis-St. Paul Area Details
Todd M. Thorsen, CFA's RBC Dain Rauscher Experience September 1999 - May 2001
Job Managing Director, Global Investments at Medtronic
Industry Investment Management
Experience
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

Verna Wong Hsueh Verna Wong Hsueh Walnut, California Details
Verna Wong Hsueh's RBC Dain Rauscher Experience 2000 - 2003
Job Director of Sales and Marketing at Wealth Solutions Group
Industry Financial Services
Experience
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

Aaron Greer Aaron Greer Minneapolis, Minnesota Details
Aaron Greer's RBC Dain Rauscher Experience January 2004 - January 2005
Job Manager at Avanade
Industry Information Technology and Services
Experience
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

Nikki Sorum Nikki Sorum Greater Minneapolis-St. Paul Area Details
Nikki Sorum's RBC Dain Rauscher Experience 1995 - 2002
Job Divisional Vice President at Thrivent Financial | Connecting Faith & Finances for Good
Industry Financial Services
Experience
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

Robert Yeakel Robert Yeakel Washington D.C. Metro Area Details
Robert Yeakel's RBC Dain Rauscher Experience June 2005 - September 2006
Job M.P.S. candidate at The George Washington University's Graduate School of Political Management
Industry Public Policy
Experience
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

Fride Mauritzen Fride Mauritzen Greater Minneapolis-St. Paul Area Details
Fride Mauritzen's RBC Dain Rauscher Experience January 2002 - December 2003
Job Financial Services Professional helping individuals and business owners to create, build, and preserve wealth
Industry Insurance
Experience
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

Jeffrey M. Eisenberg Jeffrey M. Eisenberg Canton, Ohio Area Details
Jeffrey M. Eisenberg's RBC Dain Rauscher Experience May 2000 - June 2006
Job President & CEO, SecuraWealth Investment Strategies
Industry Investment Management
Experience
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

Pam Iverson Pam Iverson Greater Minneapolis-St. Paul Area Details
Pam Iverson's RBC Dain Rauscher Experience 1996 - Present
Job Compensation Consultant at RBC
Industry Financial Services
Experience
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

Lisa Sherman Lisa Sherman Greater Minneapolis-St. Paul Area Details
Lisa Sherman's RBC Dain Rauscher Experience July 2001 - December 2002
Job Publication and Marketing Coordinator at Association Development Services
Industry Management Consulting
Experience
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

Annette Birulkin Annette Birulkin Minneapolis, Minnesota Details
Annette Birulkin's RBC Dain Rauscher Experience August 2002 - November 2006
Job Administrative Assistant at Xcel Energy
Industry Utilities
Experience
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

Colleen Pajak Colleen Pajak New York, New York Details
Colleen Pajak's RBC Dain Rauscher Experience May 2007 - August 2007
Job Interior Designer at Nancy Boszhardt Inc.
Industry Design
Experience
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

Julie Tanaka Julie Tanaka Greater Minneapolis-St. Paul Area Details
Julie Tanaka's RBC Dain Rauscher Experience 1996 - 2003
Job CEO, Compendium Capital Group and Compendium Business Strategies, LLC
Industry Real Estate
Experience
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

Eric Jopp Eric Jopp Greater Chicago Area Details
Eric Jopp's RBC Dain Rauscher Experience June 2000 - June 2008
Job Editor at Tools in Action
Industry Online Media
Experience
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

Darin Whitmer Darin Whitmer Fremont, Nebraska Details
Darin Whitmer's RBC Dain Rauscher Experience May 2004 - August 2004
Job Chief Legal Officer
Industry Law Practice
Experience
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

Elizabeth Woolley Elizabeth Woolley Harrisburg, Pennsylvania Area Details
Elizabeth Woolley's RBC Dain Rauscher Experience 1997 - 1998
Job Liz Woolley Founder of OnLine Gamers Anonymous (OLGA/OLGAnon)
Industry Mental Health Care
Experience
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

Debbie Pratt Debbie Pratt Greater Minneapolis-St. Paul Area Details
Debbie Pratt's RBC Dain Rauscher Experience April 2002 - April 2007
Job Customer Experience Designer at RCIS Wells Fargo
Industry Information Technology and Services
Experience
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

Callie Katt Callie Katt New York, New York Details
Callie Katt's RBC Dain Rauscher Experience May 2008 - August 2008
Job CFO at Magnises
Industry Hospitality
Experience
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

Laurence Montello, CFP®,CLU® Laurence Montello, CFP®,CLU® Palm Beach Gardens, Florida Details
Laurence Montello, CFP®,CLU®'s RBC Dain Rauscher Experience January 2002 - May 2006
Job Managing Director
Industry Financial Services
Experience
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

Todd Kiehnau Todd Kiehnau Greater San Diego Area Details
Todd Kiehnau's RBC Dain Rauscher Experience May 2004 - November 2004
Job Energy Consultant, Relationship Manager, Private Banking | Investor Relations, Private Equity
Industry Management Consulting
Experience
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

Kathy O'Dowd Kathy O'Dowd Overland Park, Kansas Details
Kathy O'Dowd's RBC Dain Rauscher Experience January 1996 - December 1996
Job Retired
Industry Financial Services
Experience
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

Jo Willegalle Jo Willegalle Greater Minneapolis-St. Paul Area Details
Jo Willegalle's RBC Dain Rauscher Experience August 2005 - April 2008
Job Program Director at Ameriprise Financial
Industry Financial Services
Experience
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

Heather Horazuk Heather Horazuk Greater Minneapolis-St. Paul Area Details
Heather Horazuk's RBC Dain Rauscher Experience July 1999 - December 2001
Job
Industry Information Services
Experience
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

Heather Conover Heather Conover Greater Minneapolis-St. Paul Area Details
Heather Conover's RBC Dain Rauscher Experience September 2006 - December 2006
Job Human Resources Professional
Industry Human Resources
Experience
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

Jim Kolovos Jim Kolovos Greater Pittsburgh Area Details
Jim Kolovos's RBC Dain Rauscher Experience January 2000 - August 2002
Job Investment Officer at PNC Bank
Industry Investment Management
Experience
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

Brent Peacock Brent Peacock Greater Minneapolis-St. Paul Area Details
Brent Peacock's RBC Dain Rauscher Experience 1996 - 1997
Job Owner, KP Management
Industry Investment Management
Experience
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

Joy Bergman Joy Bergman Greater Minneapolis-St. Paul Area Details
Joy Bergman's RBC Dain Rauscher Experience October 2006 - August 2007
Job Systems Analyst Consultant
Industry Information Technology and Services
Experience
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

Robert Doerfler Robert Doerfler Greater Minneapolis-St. Paul Area Details
Robert Doerfler's RBC Dain Rauscher Experience September 1999 - July 2002
Job Lead Systems Engineer at Voya Financial
Industry Financial Services
Experience
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

Ryan Walters Ryan Walters Greater Minneapolis-St. Paul Area Details
Ryan Walters's RBC Dain Rauscher Experience November 2001 - March 2003
Job Product Manager, Global Credit at RBC Wealth Management
Industry Financial Services
Experience
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

Jim Ronald Jim Ronald Greater Minneapolis-St. Paul Area Details
Jim Ronald's RBC Dain Rauscher Experience 1989 - 1994
Job Manager IT at UHG
Industry Information Technology and Services
Experience
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

Tracy McCartney Tracy McCartney Greater Minneapolis-St. Paul Area Details
Tracy McCartney's RBC Dain Rauscher Experience 1994 - 1999
Job Investor Relations Specialist at Medtronic
Industry Medical Devices
Experience
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

Hassan Siddiqi Hassan Siddiqi Portland, Oregon Area Details
Hassan Siddiqi's RBC Dain Rauscher Experience January 1995 - February 1999
Job System Administrator
Industry Government Administration
Experience
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

Greg Graves Greg Graves Greater Minneapolis-St. Paul Area Details
Greg Graves's RBC Dain Rauscher Experience 1996 - 1998
Job CFO at Entegris
Industry Semiconductors
Experience
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

Allison Holliday Allison Holliday Dallas/Fort Worth Area Details
Allison Holliday's RBC Dain Rauscher Experience 1995 - 1998
Job Account Director at MarketWave
Industry Public Relations and Communications
Experience
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

Paul Favre Paul Favre Greater Minneapolis-St. Paul Area Details
Paul Favre's RBC Dain Rauscher Experience December 2006 - January 2008
Job Senior Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Bill Eckloff Bill Eckloff Greater Minneapolis-St. Paul Area Details
Bill Eckloff's RBC Dain Rauscher Experience 1999 - 2001
Job Freelance Copywriter
Industry Marketing and Advertising
Experience
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

Jason Hyslop Jason Hyslop Tampa/St. Petersburg, Florida Area Details
Jason Hyslop's RBC Dain Rauscher Experience April 2005 - October 2005
Job Compliance Supervisor at Raymond James & Associates
Industry Financial Services
Experience
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

Olsen, Andrew Olsen, Andrew Buffalo/Niagara, New York Area Details
Olsen, Andrew's RBC Dain Rauscher Experience ParnterLexington Venture PartnersMay 2004 - Present
Job Private Wealth Management at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Dain Rauscher   ParnterLexington Venture PartnersMay 2004 - Present

Education
Canisius College

John Boylan, CFA John Boylan, CFA Greater Minneapolis-St. Paul Area Details
John Boylan, CFA's RBC Dain Rauscher Experience 1996 - 1998
Job Successful investment analyst with a proven track record
Industry Financial Services
Experience
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

Mike Govenat Mike Govenat Greater Minneapolis-St. Paul Area Details
Mike Govenat's RBC Dain Rauscher Experience August 2005 - October 2006
Job Manager, Managed Accounts at RBC Wealth Management
Industry Financial Services
Experience
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

Jerry DeMaster Jerry DeMaster Greater Minneapolis-St. Paul Area Details
Jerry DeMaster's RBC Dain Rauscher Experience 2000 - 2009
Job Sr. Software Consultant
Industry Information Technology and Services
Experience
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

Jen Fransdal Jen Fransdal Greater Minneapolis-St. Paul Area Details
Jen Fransdal's RBC Dain Rauscher Experience December 1996 - August 2006
Job Sr Product Analyst at RBC Wealth Management
Industry Financial Services
Experience
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

Keith Cashman Keith Cashman Greater New York City Area Details
Keith Cashman's RBC Dain Rauscher Experience 2005 - 2006
Job Strategic Account Executive at OnDeck
Industry Financial Services
Experience
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

Jeff Lande Jeff Lande Greater Minneapolis-St. Paul Area Details
Jeff Lande's RBC Dain Rauscher Experience 1993 - 1996
Job Sr. Architect at Boston Scientific
Industry Computer Networking
Experience
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

Tony Meyers Tony Meyers Greater Minneapolis-St. Paul Area Details
Tony Meyers's RBC Dain Rauscher Experience August 2000 - August 2001
Job Associate Vice President RBC Capital Markets
Industry Financial Services
Experience
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

Garrett Larson Garrett Larson Greater Minneapolis-St. Paul Area Details
Garrett Larson's RBC Dain Rauscher Experience 2001 - 2001
Job Sales/Operations/Strategic Accounts Manager at Golden Valley Supply
Industry Information Technology and Services
Experience
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

Bill McKinley Bill McKinley Greater Philadelphia Area Details
Bill McKinley's RBC Dain Rauscher Experience February 2005 - December 2007
Job Financial Advisor at W. McKinley & Associates, LLC
Industry Investment Management
Experience
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

Scott Searle Scott Searle Greater New York City Area Details
Scott Searle's RBC Dain Rauscher Experience May 1999 - June 2000
Job Analyst/Porfolio Manager at Diker Management
Industry Telecommunications
Experience
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

Ronald Engebretsen Ronald Engebretsen Greater Minneapolis-St. Paul Area Details
Ronald Engebretsen's RBC Dain Rauscher Experience 1983 - 2002
Job Owner at CRAVE
Industry Financial Services
Experience
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

Nathan Bush Nathan Bush Greater Minneapolis-St. Paul Area Details
Nathan Bush's RBC Dain Rauscher Experience January 2001 - April 2007
Job VP Internal Audit Manager at Piper Jaffray
Industry Financial Services
Experience
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

Cristy Siede Cristy Siede Greater Minneapolis-St. Paul Area Details
Cristy Siede's RBC Dain Rauscher Experience April 1993 - October 2005
Job Legal Specialist at Capella Education Company
Industry E-Learning
Experience
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

Sandy Duerre Sandy Duerre Greater Minneapolis-St. Paul Area Details
Sandy Duerre's RBC Dain Rauscher Experience February 1998 - June 2002
Job VP, Director US Client Experience at RBC Wealth Management
Industry Financial Services
Experience
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

Barbara Gasik Barbara Gasik Greater Los Angeles Area Details
Barbara Gasik's RBC Dain Rauscher Experience April 1993 - December 1995
Job Practice Support Supervisor at Manatt, Phelps & Phillips, LLP
Industry Law Practice
Experience
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

Patrick Gruber, CFP® Patrick Gruber, CFP® Chicago, Illinois Details
Patrick Gruber, CFP®'s RBC Dain Rauscher Experience 2005 - 2005
Job Sales Consultant
Industry Investment Management
Experience
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

Robert Van Iderstine Robert Van Iderstine Greater New York City Area Details
Robert Van Iderstine's RBC Dain Rauscher Experience July 2001 - February 2003
Job Director of PE Accounting at Centerbridge Partners L.P.
Industry Accounting
Experience
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

Katy Fox Katy Fox Dallas/Fort Worth Area Details
Katy Fox's RBC Dain Rauscher Experience July 1995 - July 2000
Job Talent Management | Organization Development | Learning
Industry Human Resources
Experience
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

Kathy Paurus Kathy Paurus Greater Minneapolis-St. Paul Area Details
Kathy Paurus's RBC Dain Rauscher Experience 1983 - 1995
Job IT Project Manager at Sleep Number by Select Comfort
Industry Information Technology and Services
Experience
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

Jeanine (Moore) Cook, PMP, CSM Jeanine (Moore) Cook, PMP, CSM Richmond, Virginia Area Details
Jeanine (Moore) Cook, PMP, CSM's RBC Dain Rauscher Experience May 2007 - September 2007
Job Consultant at CapTech Ventures, Inc
Industry Information Technology and Services
Experience
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

Gary Wallstein Gary Wallstein Greater Minneapolis-St. Paul Area Details
Gary Wallstein's RBC Dain Rauscher Experience June 1986 - August 2006
Job Investment Management Consultant/Raymond James Financial Services
Industry Financial Services
Experience
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

Alan Mah Alan Mah Fort Lauderdale, Florida Details
Alan Mah's RBC Dain Rauscher Experience February 2004 - November 2007
Job Great company. Love my clients.
Industry Financial Services
Experience
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

Kevin Carpenter Kevin Carpenter Greater Minneapolis-St. Paul Area Details
Kevin Carpenter's RBC Dain Rauscher Experience 1992 - 2006
Job Chief Financial Officer at City of Minneapolis
Industry Financial Services
Experience
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

Diane Fischer Diane Fischer Tampa/St. Petersburg, Florida Area Details
Diane Fischer's RBC Dain Rauscher Experience September 2002 - March 2006
Job Director at WellCare
Industry Hospital & Health Care
Experience
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

Kara Heupel Kara Heupel Greater Minneapolis-St. Paul Area Details
Kara Heupel's RBC Dain Rauscher Experience 2000 - 2006
Job Dir., Employee Shared Services & HR Organizational Effectiveness at St. Jude Medical
Industry Management Consulting
Experience
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

Tom Weed Tom Weed Greater Seattle Area Details
Tom Weed's RBC Dain Rauscher Experience 1990 - 2008
Job Director of Development at Camp Korey
Industry Nonprofit Organization Management
Experience
Camp Korey  February 2008 - Present
RBC Dain Rauscher   1990 - 2008

Education
Colorado College
Political Science

University of Minnesota-Twin Cities

Karl Knade Karl Knade Easton, Maryland Details
Karl Knade's RBC Dain Rauscher Experience May 1999 - December 2006
Job Principal, Knade Financial Group LLC
Industry Investment Management
Experience
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

Robert Covino Robert Covino Greater Boston Area Details
Robert Covino's RBC Dain Rauscher Experience 2004 - 2007
Job Executive Director South Florida Complex Director at UBS
Industry Financial Services
Experience
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.

Matt Gissel Matt Gissel Portland, Oregon Area Details
Matt Gissel's RBC Dain Rauscher Experience 2003 - 2004
Job District Sales Manager
Industry Business Supplies and Equipment
Experience
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

Rick Harper Rick Harper Greater New York City Area Details
Rick Harper's RBC Dain Rauscher Experience July 2004 - October 2005
Job Head of Fixed Income and Currency at WisdomTree Asset Management
Industry Financial Services
Experience
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

Joe Gugluizza Joe Gugluizza York, Pennsylvania Area Details
Joe Gugluizza's RBC Dain Rauscher Experience 1998 - 2004
Job Director, Higher Education Finance, Ziegler Investment Banking
Industry Financial Services
Experience
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)

Nancy Sellman Nancy Sellman Greater Minneapolis-St. Paul Area Details
Nancy Sellman's RBC Dain Rauscher Experience May 2002 - January 2003
Job Volunteer Mentor at Animal Humane Society
Industry Information Technology and Services
Experience
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

Matt Neary Matt Neary Greater Minneapolis-St. Paul Area Details
Matt Neary's RBC Dain Rauscher Experience October 1995 - January 2006
Job Compliance at Wells Fargo Bank
Industry Financial Services
Experience
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

Anne Farrington Anne Farrington Greater Minneapolis-St. Paul Area Details
Anne Farrington's RBC Dain Rauscher Experience 1997 - 1998
Job Mainframe Applications Consultant
Industry Computer Software
Experience
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

Timmion Nichols Timmion Nichols Greater Seattle Area Details
Timmion Nichols's RBC Dain Rauscher Experience July 1996 - November 2003
Job Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs  February 2004 - Present
RBC Dain Rauscher   July 1996 - November 2003

Education
Arizona State University   1987 — 1993
BS, Business

Ryan Kitzman, CLU Ryan Kitzman, CLU Encinitas, California Details
Ryan Kitzman, CLU's RBC Dain Rauscher Experience September 2007 - September 2008
Job National Sales Director
Industry Financial Services
Experience
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

Gina Huffman Gina Huffman Greater New York City Area Details
Gina Huffman's RBC Dain Rauscher Experience February 2005 - June 2008
Job Human Resources Manager at Coleman Research Group
Industry Financial Services
Experience
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)

Scott Nicholes Scott Nicholes Phoenix, Arizona Area Details
Scott Nicholes's RBC Dain Rauscher Experience 1993 - 1998
Job Director of Finance at Nammo Talley, Inc
Industry Accounting
Experience
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

Anne Marie McIntosh Anne Marie McIntosh Washington D.C. Metro Area Details
Anne Marie McIntosh's RBC Dain Rauscher Experience 2002 - 2003
Job Instructional Designer at National Electronics Warranty
Industry Professional Training & Coaching
Experience
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

Kim Chapman Kim Chapman Greater Minneapolis-St. Paul Area Details
Kim Chapman's RBC Dain Rauscher Experience July 1983 - August 1989
Job Senior Compliance Consultant at Robert Half Seeking employment
Industry Financial Services
Experience
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

Ed Schuller Ed Schuller San Francisco Bay Area Details
Ed Schuller's RBC Dain Rauscher Experience 2001 - 2004
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
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

Kali Blanchard Kali Blanchard Greater Chicago Area Details
Kali Blanchard's RBC Dain Rauscher Experience September 2007 - December 2007
Job Special Events at Northwestern University
Industry Higher Education
Experience
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

Dan Torbenson Dan Torbenson Greater New York City Area Details
Dan Torbenson's RBC Dain Rauscher Experience July 2002 - June 2005
Job Chief Counsel, U.S. Regulatory and Corporate Services at Royal Bank of Canada
Industry Financial Services
Experience
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

Phillip J. Vicinanzo Phillip J. Vicinanzo Greater New York City Area Details
Phillip J. Vicinanzo's RBC Dain Rauscher Experience February 2001 - April 2005
Job Meridian Capital Partners
Industry Investment Management
Experience
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

Angela Garza Angela Garza Albuquerque, New Mexico Area Details
Angela Garza's RBC Dain Rauscher Experience 1998 - 2005
Job Freelance writer
Industry Writing and Editing
Experience
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

Jessica Schynoll Jessica Schynoll Greater Minneapolis-St. Paul Area Details
Jessica Schynoll's RBC Dain Rauscher Experience May 2006 - September 2006
Job Sourcing Team Leader at Cummins Inc.
Industry Oil & Energy
Experience
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

Dan Wilhite Dan Wilhite Dallas/Fort Worth Area Details
Dan Wilhite's RBC Dain Rauscher Experience April 1994 - June 2001
Job Sr Vice President of Advisor Operations, Southeast at First Command Financial Planning
Industry Financial Services
Experience
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

Toni Spain Toni Spain West Palm Beach, Florida Area Details
Toni Spain's RBC Dain Rauscher Experience July 1998 - September 2003
Job Proposal Manager, Certified ScrumMaster
Industry Information Technology and Services
Experience
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

Claude Thomason Claude Thomason Richmond, Virginia Area Details
Claude Thomason's RBC Dain Rauscher Experience October 1993 - October 1994
Job Sales Professional
Industry Marketing and Advertising
Experience
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

Rebecca Starkey Rebecca Starkey Greater Minneapolis-St. Paul Area Details
Rebecca Starkey's RBC Dain Rauscher Experience 2002 - 2003
Job Independant Consultant at n/a
Industry Wireless
Experience
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

Jeffrey Robertson Jeffrey Robertson Dallas, Texas Details
Jeffrey Robertson's RBC Dain Rauscher Experience 1993 - 1997
Job Director at Barclays Capital
Industry Investment Banking
Experience
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

Denys Edwards Denys Edwards Houston, Texas Details
Denys Edwards's RBC Dain Rauscher Experience January 1999 - January 2006
Job Administration at Citi
Industry Financial Services
Experience
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

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