RBC Dain Rauscher

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RBC Dain Rauscher Employees

Employee
Years
Job
Industry
Renee Fares Renee Fares Greater Minneapolis-St. Paul Area Details
Renee Fares's RBC Dain Rauscher Experience July 2004 - May 2007
Job Premier Service Group Representative at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 2010 - Present
RBC Capital Markets  June 2007 - January 2010
RBC Dain Rauscher   July 2004 - May 2007
RBC Dain Rauscher   March 2001 - July 2004
RBC Dain Rauscher   March 2000 - March 2001
RBC Dain Rauscher   October 1998 - March 2000
Litton PRC  June 1997 - October 1998
Fredrickson Communications  December 1996 - May 1997
Multi-Tech Systems  January 1993 - November 1996

Skills
Series 7, Securities, Investments, Equities, Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Financial Services, FINRA, Asset Management, Hedge Funds, Asset Managment, Series 63, Business Analysis

Education
Macalester College   1986 — 1990
BA, Psychology, Sociology

Breck School   1982 — 1986
High School Diploma

Jeff Nohner Jeff Nohner Greater Minneapolis-St. Paul Area Details
Jeff Nohner's RBC Dain Rauscher Experience June 1992 - 1995
Job Owner / Director of Digital Arts / Life Image, LLC
Industry Public Relations and Communications
Experience
Life Image, LLC   May 2003 - Present
Wells Fargo  June 1995 - June 2010
RBC Dain Rauscher   June 1992 - 1995
ADVANCE Associates / Pollack Consulting / Fair Communications   June 1986 - May 1992

Skills
Multimedia, Photography, Video Production, Video Editing, Videography, Photoshop, Photojournalism, Portrait Photography, Senior Portraits, Commercial Photography, Event Photography, Film Production, Short Films, Film Editing, Sound Reinforcement, Audio Editing, Audio Post Production, Digital Audio, Digital Media, Media, Graphic Design, Film, Video, Layout, Creative Direction, Digital Photography, Management, Nonprofits, Leadership, Mac, Final Cut Pro, Social Networking, Event Planning

Education
University of St. Thomas - Opus College of Business   1996 — 1999
Masters, Masters in Business Administration

St. Cloud State University   1978 — 1992
Bachelor of Science, Communications, Business Administration

Leesa Gilliam Leesa Gilliam Greater Milwaukee Area Details
Leesa Gilliam's RBC Dain Rauscher Experience May 2000 - August 2003
Job Vice President and Wealth Advisor at BMO Private Bank
Industry Banking
Experience
BMO Private Bank  January 2014 - Present
Ameriprise Bank, FSB  October 2006 - July 2013
Associated Bank  August 2003 - October 2006
RBC Dain Rauscher   May 2000 - August 2003
US Bank  August 1985 - May 2000

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Financial Advisory, Mutual Funds, Series 7, Financial Analysis, Strategy, Management, Estate Planning, Leadership, Asset Allocation, Investment Advisory, Series 63, Financial Services, Financial Planning

Education
Metropolitan State University
BA, Business Communication

C. Rafael Iverson C. Rafael Iverson Greater Minneapolis-St. Paul Area Details
C. Rafael Iverson's RBC Dain Rauscher Experience June 2004 - August 2004
Job Lifelong learner with experience in Real Estate and Education
Industry Law Practice
Experience
Inter-American School  August 2011 - June 2015
Private Practice  September 2009 - April 2011
East Harriet Farmstead Neighborhood Association   February 2010 - March 2011
Catalyst Community Partners  October 2009 - February 2010
Target Corporation  May 2009 - September 2009
Target Corporation  April 2007 - April 2009
Target Corporation  April 2006 - March 2007
Target Corporation  November 2005 - March 2006
RBC Dain Rauscher   June 2004 - August 2004
Ramsey County Attorney's Office  June 2003 - August 2003

Education
University of St. Thomas Opus College of Business
Master of Business Administration (M.B.A.)

University of St. Thomas School of Law
Juris Doctor (J.D.)

Point Loma Nazarene University
Bachelor's Degree

Carla Haugen Carla Haugen Greater Minneapolis-St. Paul Area Details
Carla Haugen's RBC Dain Rauscher Experience September 2002 - October 2005
Job Senior Director of Finance Retail FP&A and Operations at Best Buy
Industry Retail
Experience
Best Buy  May 2013 - Present
Best Buy  May 2012 - May 2013
Best Buy  December 2011 - May 2012
Best Buy  June 2010 - December 2011
Best Buy  April 2008 - June 2010
Best Buy  October 2005 - March 2008
RBC Dain Rauscher   September 2002 - October 2005
RBC Dain Rauscher   February 2001 - September 2002
RBC Dain Rauscher   August 1999 - February 2001
Cargill Investor Services  December 1997 - August 1999

Skills
Operations, Strategic Planning, Strategic Communications, Financial Planning, Financial Modeling, Financial Analysis, Forecasting, Investor Relations, Collaborative, Leadership, Business Strategy, Training, Cross-functional Team..., Mergers & Acquisitions, Performance Management, Business Planning, Profit, Management, Retail, Budgets, P&L Management, Analysis, Sales Operations, Strategy, Income Statement, Strategic Financial..., Human Resources, Team Leadership, Finance, Sales, Business Analysis, Inventory Management, Merchandising

Education
University of Minnesota - Carlson School of Management   1996 — 1999
Master of Business Administration (M.B.A.), Finance, General

Luther College   1989 — 1993
Bachelor of Arts (BA), Accounting

Amy Schulte Amy Schulte Greater Minneapolis-St. Paul Area Details
Amy Schulte's RBC Dain Rauscher Experience May 2000 - December 2002
Job Enterprise Digital Strategy Program Manager at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group  April 2015 - Present
Securian Financial Group  November 2011 - Present
Securian Financial Group  June 2008 - November 2011
National Youth Leadership Council  October 2007 - May 2008
Securian Financial Group  August 2006 - October 2007
Securian Financial Group  February 2005 - August 2006
Securian Financial Group  December 2002 - February 2005
RBC Dain Rauscher   May 2000 - December 2002

Skills
Project Planning, Supervisory Excellence, Process Improvement, Strategic Planning, Web Analytics, Web Project Management, Web Content Management, Vignette Portal, Learn New Software..., Agile & Waterfall..., Salesforce.com..., Annuity Sales, ExactTarget, Business Analysis, Feature Prioritization, Multiple Priorities, Usability, Building Relationships, Variable Annuities, Requirements Analysis, Email Marketing, Digital Marketing, Software Documentation, FINRA, Analytics, HTML, Requirements Gathering, Fixed Annuities, Leadership, Cross-functional Team..., Financial Services, Salesforce.com, Retirement Planning, Editing, Waterfall, Employee Training, User Experience, Marketing Research, Visio, Relationship Management, Team Management, Lotus Notes, Business Process..., Marketing, Management

Education
College of St. Catherine   1996 — 2000
Bachelor of Arts

College of St. Catherine   1996 — 2000
Bachelor of Arts

Rachael Scherer, CFA Rachael Scherer, CFA Greater Minneapolis-St. Paul Area Details
Rachael Scherer, CFA's RBC Dain Rauscher Experience November 1982 - February 1999
Job Vice President, Global Strategy, Cardiac Rhythm & Heart Failure at Medtronic Inc.
Industry Medical Devices
Experience
Medtronic Inc.  June 2014 - Present
Scherer Brothers Lumber   2006 - Present
RBC Dain Rauscher   November 1982 - February 1999

Skills
Investor Relations, Investment Management, Chartered Financial..., Strategic Planning, Corporate Communications, Corporate Governance, Family Business, Non-profit Boards, Equities, Biotechnology, Program Management, Economics, MBA

Education
The University of Chicago - Booth School of Business   1987 — 1989
MBA, Finance, Business Policy

Leopold-Franzens Universität Innsbruck

Saint Mary's College, Notre Dame
BA, history, economics

Jay Morrison, CFP® Jay Morrison, CFP® Sioux City, Iowa Area Details
Jay Morrison, CFP®'s RBC Dain Rauscher Experience December 1994 - March 2001
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   February 2011 - Present
Morgan Stanley Smith Barney  March 2001 - February 2011
RBC Dain Rauscher   December 1994 - March 2001

Skills
Retirement Planning, Wealth Management, Mutual Funds

Education
Iowa State University - College of Business   1990 — 1994
B.B.A., Major in Finance; Minor Economics

Sergeant Bluff - Luton

Chris Doig Chris Doig Minneapolis, Minnesota Details
Chris Doig's RBC Dain Rauscher Experience June 2006 - August 2007
Job Finance Manager at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group  August 2007 - Present
RBC Dain Rauscher   June 2006 - August 2007
Citigroup Smith Barney  January 2005 - June 2006
Robert Half International  August 2003 - December 2004
Piper Jaffray  December 1999 - March 2003

Skills
Corporate Finance, Forecasting, Financial Analysis, Medicare, Medicare Advantage, Healthcare Risk..., Healthcare Industry, Finance, Capital Markets, Sales, Equities, Financial Modeling, Valuation, Mergers & Acquisitions, Investments

Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration and Management, General; Minor in Economics

Gilles Hudelot Gilles Hudelot Dallas/Fort Worth Area Details
Gilles Hudelot's RBC Dain Rauscher Experience 1996 - 1999
Job Retirement Consultant, H.D. Vest Retirement Services Department
Industry Financial Services
Experience
H.D. Vest Financial Services   July 2011 - Present
ING  March 2004 - July 2011
Various Brokerage Firm   2001 - 2003
Transamerica Financial Services  1999 - 2001
RBC Dain Rauscher   1996 - 1999
Van Kampen Funds  1991 - 1995

Skills
Retirement, 401k, Series 7, Retirement Planning, Series 6, Series 63, Retirement Plan..., Pensions, Mutual Funds

Education
Louisiana State University   1983 — 1989
Bachelor of Arts & Sciences, Speech & Communications

Acadiana High School   1979 — 1983

Kristin Midelfort Kristin Midelfort Greater Minneapolis-St. Paul Area Details
Kristin Midelfort's RBC Dain Rauscher Experience November 1992 - March 2003
Job Major Gifts Officer at HennepinHealth Foundation
Industry Fund-Raising
Experience
Hennepin Health Foundation. HCMC   November 2014 - Present
The Soap Factory  January 2013 - Present
SE Seniors   January 2013 - Present
Augsburg College  September 2013 - August 2014
TPT Twin Cities Public Television   November 2011 - December 2012
Macalester College  June 2005 - November 2011
The Science Museum of MN   August 2003 - June 2005
RBC Dain Rauscher   November 1992 - March 2003
MN Children's Museum   February 1982 - November 1992

Skills
Fundraising, Non-profits, Volunteer Management, Planned Giving, Museums, Philanthropy, Annual Giving, Major Gift Solicitations, Community Outreach, Nonprofits, Teaching, Public Relations, Program Development, Arts Administration, Stewardship, Grant Writing, Alumni Relations, Board Development, Prospect Research, Grants, Student Affairs, Higher Education, Capital Campaigns, Event Planning, Major Gift Development, Fundraisers, Non-profit..., Capital Campaign..., Newsletters, Community Organizing, Community Development, Editing, Strategic Communications, Event Management, Proposal Writing, Press Releases, Raiser's Edge, Public Policy, Program Evaluation, Youth Development, Public Speaking, Grassroots Organizing

Education
University of Minnesota-Twin Cities   1976 — 1978
MFA, Sculpture and Drawing

Macalester College   1970 — 1974
BA, Studio Arts, Theater, Music, Spanish

Esther Loopstra Esther Loopstra Seattle, Washington Details
Esther Loopstra's RBC Dain Rauscher Experience June 2005 - May 2007
Job Freelance Illustrator and Designer
Industry Graphic Design
Experience
Esther Loopstra Illustration and Design   January 2004 - Present
Cornish College of the Arts  September 2014 - Present
Iadt Seattle  January 2013 - May 2014
PurpleTrail   April 2011 - December 2012
Kent State University  January 2010 - May 2010
American Greetings  May 2007 - August 2009
RBC Dain Rauscher   June 2005 - May 2007
Target  May 2006 - August 2006
Linnea Lenkus Studio   April 2000 - May 2003

Skills
Teaching, Illustration, Textile Design, Graphic Design, College Teaching, Children's Books, Product Development, Trend Forecasting, Creative Direction, Management, Adobe Creative Suite, Art Direction, Brochures, Concept Development, Digital Illustration, Editorial, Graphics, Illustrator, Image Manipulation, Packaging, Product Design, Stationery, Photoshop, InDesign, Typography

Education
Minneapolis College of Art and Design   2004 — 2007
Bachelor of Fine Arts (BFA), Illustration

Monica Millette, QKA Monica Millette, QKA Fargo, North Dakota Area Details
Monica Millette, QKA's RBC Dain Rauscher Experience February 2005 - June 2006
Job Vice President / Retirement Services Division Manager at Heartland Trust Company
Industry Financial Services
Experience
Heartland Trust Company   January 2014 - Present
Bell State Bank & Trust  June 2006 - January 2014
RBC Dain Rauscher   February 2005 - June 2006
Ameriprise Financial  June 1996 - December 2004
Pine to Priarie Girl Scout Counsel   1998 - 2003

Skills
QKA, Qualified 401k..., Wealth Management, Banking, Retail Banking, Finance, Retirement Planning, Management, Employee Benefits, Retirement, Investments, Portfolio Management, Credit, Loans, Commercial Lending, Financial Analysis, Leadership, Customer Service

Education
Minnesota State University, Moorhead
Business Administration and Management, General

Amalie Mitchell (LION) Amalie Mitchell (LION) Greater New York City Area Details
Amalie Mitchell (LION)'s RBC Dain Rauscher Experience 2002 - 2004
Job Managing Director at Accounting Principals, Parker + Lynch, and Ajilon Professional Staffing
Industry Consumer Services
Experience
Accounting Principals  June 2013 - Present
Accounting Principals  March 2008 - May 2013
Foxtons  2004 - 2007
RBC Dain Rauscher   2002 - 2004

Skills
Recruiting, Human Resources, Management, Leadership, Employee Benefits, Temporary Staffing, Temporary Placement, Account Management, Talent Acquisition, New Business Development, Applicant Tracking..., Sales, Cold Calling, Talent Management, Interviews, Payroll, Marketing, Time Management, Onboarding, Business Development, Technical Recruiting, Executive Search

Education
Rutgers University-New Brunswick
BA, Economics

Molly Mackdanz Molly Mackdanz Dallas/Fort Worth Area Details
Molly Mackdanz's RBC Dain Rauscher Experience 1993 - 1998
Job Risk and Compliance Consultant at Wells Fargo Home Mortgage
Industry Investment Banking
Experience
Wells Fargo Home Mortgage  May 2010 - Present
Wells Fargo Bank N.A.   December 2007 - July 2010
Wells Fargo Home Mortgage  July 2003 - October 2007
Wells Fargo Bank N.A. - Investment Services   2000 - 2002
RBC Dain Rauscher   1993 - 1998

Skills
Operational Risk, Mortgage Lending, Risk Management, Series 7, Securities, Loans, Financial Services, Management, Mutual Funds, Consumer Lending, Equities

Education
Inver Hills Community College

Brad Burdette Brad Burdette Aberdeen, South Dakota Details
Brad Burdette's RBC Dain Rauscher Experience 2000 - 2002
Job Victory & Co.
Industry Professional Training & Coaching
Experience
Burdette Security and Technologies   August 2007 - Present
Victory & Co.   August 2005 - Present
Burdette Electric   October 2003 - Present
RBC Dain Rauscher   2000 - 2002

Skills
Leadership, Entrepreneurship, Project Management, Team Building, Strategic Planning, Process Improvement, Change Management, Operations Management, Leadership Development, Six Sigma, Program Management, Continuous Improvement, Coaching, Lean Manufacturing, Management, Team Leadership, Engineering, Management Consulting, Microsoft Office, Budgets, Quality Management, Contract Negotiation, Cross-functional Team..., Training, Product Development, Strategy

Education
South Dakota School of Mines and Technology   1995 — 2000
IS, Business

John Ruth, CFA John Ruth, CFA Greater Boston Area Details
John Ruth, CFA's RBC Dain Rauscher Experience May 1998 - December 1999
Job Investment and Corporate Financial Strategist
Industry Financial Services
Experience
White Mountains Capital  October 2006 - December 2012
West End Capital Management   January 2006 - September 2006
West End Capital Management   June 2003 - December 2005
West End Capital Management   October 2003 - March 2004
West End Capital Management   June 2002 - August 2002
Ameriprise Financial  December 1999 - April 2001
RBC Dain Rauscher   May 1998 - December 1999

Skills
Fixed Income Portfolio..., Investments, Hedge Funds, Trading, Interest Rate..., Insurance, Reinsurance, Corporate Development, Capital Management, FX, Private Equity, Financial Modeling, Financial Analysis, Macro Analysis, Macroeconomics, Quantitative Research, Fundamental Analysis, Fixed Income, FX Options, Portfolio Management, Equities, Investment Management, Bonds, Emerging Markets, Derivatives, Alternative Investments, Capital Markets, Valuation, Risk Management, Asset Allocation, Corporate Finance, Securities, Investment Strategies, Financial Risk, Financial Markets, Bloomberg, Mergers & Acquisitions, Series 7, Structured Finance, Hedging, Financial Services, Options, Financial Structuring, Swaps, Chartered Financial...

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2001 — 2003
MBA, Finance

St. John's University   1991 — 1995
BA, Business Management

David Bromelkamp David Bromelkamp Greater Minneapolis-St. Paul Area Details
David Bromelkamp's RBC Dain Rauscher Experience August 1988 - August 2005
Job President and CEO, Allodium Investment Consultants
Industry Investment Management
Experience
Allodium Investment Consultants   August 2005 - Present
University of St. Thomas  2004 - 2007
RBC Dain Rauscher   August 1988 - August 2005
Stirtz, Bernards & Company   September 1986 - May 1988

Skills
Investments, Asset Allocation, Wealth Management, Retirement Planning, Trusts, Asset Management, Investment Strategies, Portfolio Management, Due Diligence, Investment Policy, Investment Policy..., Investment Planning, Investment Decision..., Due Diligence Research, Investment Fiduciary..., Fee-Only Financial...

Education
University of St. Thomas   1984 — 1989
MIM, International Management

St. John's University   1978 — 1982
BS, Business Administration - Accounting Concentration

Rochester Lourdes High School   1975 — 1978

Alison Fitz Mickelson Alison Fitz Mickelson Minneapolis, Minnesota Details
Alison Fitz Mickelson's RBC Dain Rauscher Experience 2001 - 2002
Job Art Director :: Star Thrower Distribution
Industry Media Production
Experience
Star Thrower Distribution   March 2003 - Present
RBC Dain Rauscher   2001 - 2002
Star Tribune  1999 - 2001
The Lakeshore Weekly News   1996 - 1999

Skills
Graphic Design, Web Development, Information Architecture, Photoshop, Illustrator, Dreamweaver, InDesign, Fireworks, Adobe Creative Suite, jQuery, Photography, Flash, Web Design, User Interface Design, Wordpress, XHTML, CSS, Web Standards, Adobe Acrobat, Accessibility, Logo Design, Art Direction, Graphics, Corporate Identity, Typography, Creative Direction, SEO, HTML 5, Corporate Branding, Brochures, Packaging, Posters, Social Media Marketing, Social Media, Layout, Visual Communication, Books, Branding, Personal Branding, Concept Development, Image Editing, Flyers, Image Manipulation, Direct Mail, Copywriting, Video, Art, Brand Development, Creative Strategy, Illustration

Education
Minneapolis College of Art and Design   1993 — 1997
Print Design

Minnesota State University, Moorhead   1991 — 1993
Mass Communications, Political Science

Alexis Guillaume Alexis Guillaume Minneapolis, Minnesota Details
Alexis Guillaume's RBC Dain Rauscher Experience June 2005 - July 2007
Job Project Manager/Operations Analyst CompuCom Systems, Inc.
Industry Information Technology and Services
Experience
CompuCom  January 2011 - Present
Wealth Enhancement Group  January 2010 - January 2011
Dooney & Bourke  March 2008 - October 2008
RBC Dain Rauscher   June 2005 - July 2007

Skills
Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, POS, Enterprise Workflow, Oracle IProcurement, SIMS, Etrak, Deal Process System, Clear Vision, Dutch, Exceptional Communicator, Organization &..., Fast Learner, Self-starter, Ariba, SharePoint, Fundraising, Charity, Event Planning, Customer Service

Education
College of St. Catherine   2012 — 2013
Bachelor's degree, Speech Communication and Rhetoric, Senior

University of Minnesota-Twin Cities   2005 — 2010
Art history

Benilde- St, Margaret's   1998 — 2002

Lisa (Hendra) Beam Lisa (Hendra) Beam Greater Minneapolis-St. Paul Area Details
Lisa (Hendra) Beam's RBC Dain Rauscher Experience 2000 - 2005
Job
Industry Computer Software
Experience
Wells Fargo  January 2009 - Present
Wells Fargo  July 2005 - Present
RBC Dain Rauscher   2000 - 2005
Accenture  1997 - 2000

Skills
SDLC, Weblogic, Requirements Analysis, SQL, Software Project..., Business Analysis, Web Services, SOA, JavaScript, Java

Education
Metropolitan State University   1996 — 1999
Computer Information Systems

   1993 — 1995
Economics

SMAK 3 BPK Penabur Jakarta   1990 — 1993

Stephanie Hodge Stephanie Hodge Greater Boston Area Details
Stephanie Hodge's RBC Dain Rauscher Experience 2004 - 2005
Job Realtor/ Consultant Enterprise Intergrity/ Board of Directors at Hopkinton Public Library Foundation
Industry Real Estate
Experience
Hopkinton Public Library Foundation   June 2013 - Present
Enterprise Integrity Inc.   2009 - Present
Hallmark Sotheby's   January 2014 - Present
Channing Real Estate   April 2012 - January 2014
Coldwell Banker  March 2011 - March 2012
Natixis Global Associates  January 2007 - June 2009
Direxion Funds   2005 - 2007
RBC Dain Rauscher   2004 - 2005
FUSE Marketing Group  January 2003 - January 2004
Skis Rossignol  January 2002 - January 2003

Skills
Accredited Buyer's..., Certified Negotiation..., Mutual Funds, Sales, Alternative Investments, Sales Management, Marketing, Investments, Business Development, Negotiation, Strategy, Event Planning, Nonprofits, Sales Presentations, Management

Education
Saint Michael's College

Lisa Pintal Lisa Pintal Greater Boston Area Details
Lisa Pintal's RBC Dain Rauscher Experience February 2004 - June 2007
Job Owner at Designate Office Services
Industry Consumer Services
Experience
Designate Office Services   January 2012 - Present
UBS Financial Services  August 2007 - September 2010
Smith Barney  June 2007 - August 2007
RBC Dain Rauscher   February 2004 - June 2007
Fahnstock & Co. Inc   February 2003 - May 2003
Bear Stearns & Co  November 2000 - January 2003
Sacks Fifth Avenue   May 2000 - November 2000
Signature GreensKeeping   August 1999 - May 2000
Morgan Stanley  April 1997 - August 1999

Skills
Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Fixed Annuities, Portfolio Management, Asset Managment, Fixed Income, Financial Planning

Education
New England College
Business Management / Psychology; Biology /Nutrition

UMass

Michael Lingvall, CFA Michael Lingvall, CFA Greater Minneapolis-St. Paul Area Details
Michael Lingvall, CFA's RBC Dain Rauscher Experience 1999 - 2004
Job Wholesaler at AEI Capital Corporation
Industry Financial Services
Experience
AEI Capital Corporation   October 2014 - Present
CFA Society of Minnesota  2006 - Present
Finacorp Securities/Wedbush Securities   September 2008 - December 2010
Self Employed  2006 - 2007
Morgan Joseph & Company   2004 - 2005
RBC Dain Rauscher   1999 - 2004

Skills
Fixed Income, Credit, Series 7, Capital Markets, Series 63, New Business Development, Trading, Securities, Finance, High Yield, Structured Products, Relationship Management, Private Placements, Investments, Financial Analysis, Financial Modeling, Alternative Investments, Asset Management, Asset Allocation, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   1986 — 1988
MBA, Finance/International Business

Rutgers University-New Brunswick   1983 — 1986
BA, Economics

Michael Crowell Michael Crowell Baltimore, Maryland Area Details
Michael Crowell's RBC Dain Rauscher Experience March 2007 - March 2009
Job Senior Managing Director Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  January 2003 - Present
RBC Dain Rauscher   March 2007 - March 2009
RBC Dain Rauscher   August 2004 - March 2007
RBC Dain Rauscher   January 2003 - August 2004
Deutsche Bank  February 2001 - January 2003
Merrill Lynch  June 1992 - February 2001

Education
Massachusetts Maritime Academy   1984 — 1989
Bachelor of Science, Marine Transportation

Fairfield College Preparatory School   1980 — 1984

Jaclyn Petrin Jaclyn Petrin Pennington, New Jersey Details
Jaclyn Petrin's RBC Dain Rauscher Experience January 2001 - August 2003
Job Sonographer at Robert Wood Johnson University Hospital
Industry Health, Wellness and Fitness
Experience
Robert Wood Johnson University Hospital  January 2014 - Present
PHARMACEUTICAL REGULATORY SERVICES INC   January 2006 - Present
Cendant  August 2003 - March 2006
RBC Dain Rauscher   January 2001 - August 2003
CENTURY 21 GEMINI LLC   January 1998 - January 1999

Skills
B2B, Online Advertising, Advertising, Management, Event Planning, Strategic Planning, Project Management, Social Media, Customer Service, Vendor Management, Forecasting, Microsoft Excel, Outlook, PowerPoint, Marketing Strategy, Training

Education
Rutgers, The State University of New Jersey-New Brunswick   2012 — 2013
Bachelor of Science in Allied Health Science, Diagnostic Medical Sonography

Mercer County Community College   2011 — 2012
Biology

Ramapo College of New Jersey   2003 — 2006
MBA, Marketing

Montclair State University   1997 — 2001
BS, Business: Marketing

University of Richmond   2000 — 2000
B.S, Business Administration; Marketing

Dean Deutz Dean Deutz Greater Minneapolis-St. Paul Area Details
Dean Deutz's RBC Dain Rauscher Experience 2000 - 2002
Job Private Wealth Consultant at RBC
Industry Financial Services
Experience
RBC Wealth Management  2000 - Present
RBC Wealth Management  December 2000 - December 2008
RBC Dain Rauscher   2000 - 2002
KPMG  May 1995 - December 1999
Deloitte & Touche  1981 - 1989

Education
Minnesota State University, Mankato   1978 — 1981
BS, Accounting, Finance

Melanie Neal, MBA Melanie Neal, MBA Dallas/Fort Worth Area Details
Melanie Neal, MBA's RBC Dain Rauscher Experience 2000 - 2005
Job Founder/Marketing Strategist at Zella Ruby Media
Industry Marketing and Advertising
Experience
Zella Ruby Media   May 2013 - Present
ReachLocal  October 2008 - May 2013
DFW American Marketing Association  September 2008 - August 2010
GameStop  July 2006 - October 2008
United Nations Association - Dallas Chapter   January 2005 - December 2006
ASI Modulex  2006 - 2006
The Gordie Foundation   2005 - 2006
RBC Dain Rauscher   2000 - 2005

Skills
Social Media Marketing, Marketing Strategy, Strategic Communications, Online Advertising, Digital Marketing, SEO copywriting, Management, Product Launch, Database Marketing, Email Marketing, Social Media, Direct Marketing, Video Games, Video, Event Management, Online Contests, Sweepstakes, Event Planning, Marketing, Advertising, Integrated Marketing, Competitive Analysis, Leadership, Digital Media, SEO, Marketing Communications, Strategic Planning, SEM, Google Analytics, Event Activation, Program Management, Project Management, Start-ups, Account Management, Market Planning, Online Marketing, Lead Generation, PPC, Public Relations, Press Releases, Mobile Marketing, B2B Marketing, Facebook, Twitter, Google+, Instagram, Video Testimonials, Digital Strategy, Sponsorship, Strategic Partnerships

Education
The University of Dallas   2003 — 2005
MBA, Marketing

Southwestern Oklahoma State University   1992 — 1995
B.S., Marketing

Brian Tutland Brian Tutland Greater Minneapolis-St. Paul Area Details
Brian Tutland's RBC Dain Rauscher Experience 2003 - 2007
Job Trader Structured Products and UITs
Industry Financial Services
Experience
Cetera Financial Group  August 2015 - Present
First Trust Portfolios L.P.   January 2011 - August 2014
RBC Capital Markets  January 1995 - January 2011
RBC Dain Rauscher   2003 - 2007

Skills
Fixed Income, Series 63, Series 7, Bonds, Structured Products, ETFs, Equities, Securities, Series 24, Portfolio Management, Bloomberg, Alternative Investments, Trading, Investments, Capital Markets, Mutual Funds, Wealth Management, Asset Management, Asset Allocation, Derivatives, Financial Markets

Education
St. Cloud State University   1989 — 1994
BS, Finance, Economics, Speech Communications

Lisa A. Tinney Lisa A. Tinney Richmond, Virginia Area Details
Lisa A. Tinney's RBC Dain Rauscher Experience July 2000 - March 2003
Job Financial Industry Compliance, Operations and Marketing Professional
Industry Financial Services
Experience
Fortune 500 Financial Services Company  March 2005 - Present
Law Offices of Mark J. Krudys   February 2004 - February 2005
RBC Dain Rauscher   July 2000 - March 2003
Sheltering Arms Physical Rehabilitation Center  October 1998 - July 2000
Westminster Canterbury Richmond  February 1997 - October 1998
YMCA  October 1990 - October 1998

Skills
Event Planning, Marketing Strategy, Microsoft Office, Relationship Marketing, Marketing, Compliance Procedures, Executive Support, Sales Material..., Tracking Results, Loss Reduction, Faith-Based Marketing..., Small Business Marketing, Public Speaking, Regulatory Documentation, Processes Development, Training Delivery, Expense Management, Team-oriented, Technical Support, Administrative..., Management, Training, Risk Management, Sales, Finance, Process Improvement, Outlook, Project Planning, Lotus Notes, New Business Development, Employee Benefits, Customer Retention, Life Insurance, Strategic Partnerships, Leadership, Vendor Management, Project Management

Education
Shenandoah University   1992 — 1995

Douglas Southall Freeman High School   1989 — 1992
1992

Kirse Ledeboer Kirse Ledeboer Scottsdale, Arizona Details
Kirse Ledeboer's RBC Dain Rauscher Experience 1999 - October 2002
Job Supervisor IV at Scottsdale Insurance
Industry Insurance
Experience
Scottsdale Insurance  May 2012 - Present
Scottsdale Insurance Company  March 2003 - October 2012
Prudential Financial  2002 - March 2003
RBC Dain Rauscher   1999 - October 2002

Skills
12+ years management..., Nine years of insurance..., Eleven years experience..., Claim, Team Leadership, Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Customer Service, Microsoft Office, Process Improvement, Microsoft Word

Education
University of Phoenix   2001 — 2009
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections

Indiana University-Purdue University at Indianapolis   1991 — 1992
General Studies

Lackland Bloom Lackland Bloom Houston, Texas Area Details
Lackland Bloom's RBC Dain Rauscher Experience 1999 - 2000
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   July 2000 - Present
RBC Dain Rauscher   1999 - 2000
Lehman Brothers  May 1997 - May 1999

Education
Southern Methodist University   1990 — 1997
MBA / BA, Finance

William F. Jones William F. Jones Richmond, Virginia Area Details
William F. Jones's RBC Dain Rauscher Experience May 2004 - August 2004
Job AVP, Mortgage Operations / Fulfillment Performance Management at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage  November 2014 - Present
SunTrust Bank  July 2011 - Present
SunTrust Mortgage  December 2008 - July 2011
SunTrust Mortgage  April 2006 - December 2008
Student Managed Investment Portfolio Organization (SMIPO)   January 2004 - May 2005
RBC Dain Rauscher   May 2004 - August 2004

Skills
Mortgage Lending, Financial Analysis, Financial Modeling, Banking, Portfolio Management, Mortgage Banking, Loans, Project Management, Forecasting, Strategic Financial..., Six Sigma, Process Improvement, Strategy, Business Analysis, Leadership, Business Development, Budgets, Analysis, Financial Planning

Education
Radford University   2000 — 2005
BBA, Finance and Economics

Radford University   2000 — 2005
Bachelor's degree, Finance, General

Larissa (Shames) Berringer Larissa (Shames) Berringer Greater Chicago Area Details
Larissa (Shames) Berringer's RBC Dain Rauscher Experience September 2002 - September 2004
Job Executive Producer at Vitamin Pictures
Industry Animation
Experience
Vitamin Pictures  May 2013 - Present
Vitamin Pictures  September 2009 - May 2013
Protokulture  September 2008 - September 2009
Self employed  January 2006 - July 2008
BCBG Max Azria  September 2004 - January 2006
RBC Dain Rauscher   September 2002 - September 2004

Skills
Video Production, Creative Direction, Interactive Marketing, Photoshop, Adobe Creative Suite, Television, Website Development, Post Production, Advertising, Entertainment, Producing, Broadcast

Education
Indiana University - Kelley School of Business   1998 — 2002
Finance/International Business, Business, International Business

Dan Raak Dan Raak Bismarck, North Dakota Details
Dan Raak's RBC Dain Rauscher Experience May 2006 - May 2007
Job Owner at Raak & Associates
Industry Accounting
Experience
Raak & Associates   January 2010 - Present
Public Accounting  August 1983 - Present
RBC Dain Rauscher   May 2006 - May 2007
June E Nylen Cancer Center   1999 - 2006
LeBLANC Communications   1996 - December 1999

Skills
Tax, QuickBooks, Accounting, Small Business, Income Tax, Bookkeeping, Corporate Tax, Tax Returns, Financial Reporting, Payroll, Auditing, Tax Accounting, CPA, Payroll Taxes, Sales Tax, Partnership Taxation, IRS

Education
University of South Dakota   2002 — 2006
Master's degree, Business Administration and Management, General

Southwest Minnesota State University   1980 — 1983
Bachelor of Science (B.S.), Accounting/Business Administration

Marty Solhaug Marty Solhaug Minneapolis, Minnesota Details
Marty Solhaug's RBC Dain Rauscher Experience June 1998 - May 2005
Job President of Sunny Hill Investment Company LLC
Industry Investment Management
Experience
Buffalo Wild Wings  July 2015 - Present
Sunny Hill Investment Company LLC   April 2013 - Present
Ameriprise Financial  January 2011 - April 2013
Ameriprise Financial  June 2005 - January 2011
RBC Dain Rauscher   June 1998 - May 2005
Jostens  1994 - 1998
General Mills  June 1989 - June 1993

Skills
Executive Pay, Executive Compensation..., Employee Benefits, 401k, Deferred Compensation, Defined Benefit, Pensions, Employee Engagement, Incentive Programs, Management, Talent Acquisition, Leadership, Personnel Management, Strategic Planning, Craft Beer, Talent Management, Performance Management, Onboarding, Start-ups, Strategy

Education
Kellogg Graduate School of Management   1982 — 1984
MBA, Accounting and Finance

St. Olaf College   1976 — 1980
Bachelor of Arts (BA), Economics

Leann Rabaey Leann Rabaey Greater Minneapolis-St. Paul Area Details
Leann Rabaey's RBC Dain Rauscher Experience October 2000 - May 2004
Job
Industry Insurance
Experience
UnitedHealthcare  November 2012 - Present
United Healthcare  June 2010 - November 2012
Thrivent Financial  November 2006 - June 2010
Allianz Life  June 2004 - November 2006
RBC Dain Rauscher   October 2000 - May 2004
Ceridian  February 1999 - October 2000
Consulting Psychologists, Inc.   January 1996 - July 1998

Skills
Sales Compensation, Executive Pay, Performance Management, Human Resources, Onboarding, Management, Employee Engagement, Talent Acquisition, Talent Management, Employee Benefits, Change Management

Education
University of Nebraska at Omaha
M.S., Industrial/Organizational Pyschology

Minnesota State University, Mankato
B.S., Psychology & Communications

Casey Mason Casey Mason Dallas/Fort Worth Area Details
Casey Mason's RBC Dain Rauscher Experience April 2001 - August 2002
Job Regulatory Principal Consultant at 1st Global
Industry Financial Services
Experience
1st Global  December 2014 - Present
Capital Institutional Services, Inc.   December 2012 - August 2014
UBS  July 2006 - September 2012
Wachovia Securities  February 2006 - July 2006
Ameriprise Financial Services, Inc.   June 2004 - February 2006
Morgan Stanley  August 2002 - June 2004
RBC Dain Rauscher   April 2001 - August 2002
Morgan Stanley  November 1997 - April 2001

Skills
Financial Services, Management, Series 63, Series 7, Microsoft Office, Risk Management, Leadership, Operations Management, Financial Advisory, Operational Efficiency, Operational Risk..., Series 65, CRM, Series 24, FINRA, Compliance, Change Management, Six Sigma, Series 9/10, Series 3, Microsoft CRM, ACT!, Mac OS, SOX Compliancy, Sarbanes-Oxley Act, Lean Management, SQL, SAP ERP, Bank Secrecy Act, USA PATRIOT Act, Microsoft Dynamics GP, SharePoint, Securities, Portfolio Management, Investments, Fixed Income, Financial Analysis, Finance, Equities

Education
The University of Texas at Dallas - Naveen Jindal School of Management
Business Administration and Management, General

San Jacinto College
Associate of Arts (AA), Business Administration

Deer Park High School   1990 — 1994

Jon Kimball Jon Kimball Greater Minneapolis-St. Paul Area Details
Jon Kimball's RBC Dain Rauscher Experience November 2006 - March 2008
Job Senior Consultant @ tap QA
Industry Computer Software
Experience
Tap QA   July 2015 - Present
TrustedChoice.com (Consumer Agent Portal, LLC)   2014 - 2015
Solution Design Group  November 2013 - July 2014
ITR Group  April 2011 - October 2013
Lifetouch  2010 - 2011
SWAT Solutions  2009 - 2010
SWAT Solutions  August 2008 - April 2009
Prime Therapeutics  April 2008 - August 2008
RBC Dain Rauscher   November 2006 - March 2008
Express Scripts  2007 - 2007

Skills
Quality Center, Test Planning, Testing, Regression Testing, Test Cases, Test Automation, Web Applications, Quality Assurance, Test Strategy, Defect Tracking, Test Management, QTP, Software Quality..., SDLC, User Acceptance Testing, Automation, Software Development, Manual Testing, LoadRunner, Performance Testing, Scrum, JIRA, Waterfall, Microsoft SQL Server, Agile Methodologies, Java, System Testing, Agile Testing, Requirements Analysis, Web Testing, Integration Testing, HP Quality Center, HP QTP

Education
Principia College   1988 — 1994
B.A. Business Administration, Business, Economics & History

Normandale Community College   1989 — 1991
Put these credits towards my BA at Principia College, General Courses

Lisa Maria Carroll Lisa Maria Carroll Bowie, Maryland Details
Lisa Maria Carroll's RBC Dain Rauscher Experience June 2006 - March 2008
Job Owner at Lady L Media
Industry Financial Services
Experience
Lady L Media   January 2011 - Present
Government  October 2008 - Present
RBC Dain Rauscher   June 2006 - March 2008
Best Buy  July 2004 - June 2006

Skills
Public Speaking, Analytics, Social Media, Strategic Financial..., Project Management, Marketing, Strategic Planning, Social Media Marketing, Social Networking, Blogging, Account Management, Coaching, Team Building, Customer Service, Email Marketing, Microsoft Office

Education
Normandale Community College

Michael Madden, MBA Michael Madden, MBA Greater Minneapolis-St. Paul Area Details
Michael Madden, MBA's RBC Dain Rauscher Experience May 2000 - November 2002
Job Planning & Analysis, Finance Systems, and Process Professional
Industry Accounting
Experience
Lawson Software  October 2009 - June 2011
Thomson Reuters  August 2008 - October 2009
Ameriprise Financial Services, Inc.   April 2006 - July 2008
Metropolitan Council of the Twin Cities  May 2003 - April 2006
ConAgra Foods  November 2002 - May 2003
RBC Dain Rauscher   May 2000 - November 2002
Lawson Software  May 1998 - May 2000
Travelers Insurance (St. Paul Companies)   1987 - 1998
Honeywell, Avionics Division   May 1980 - May 1982

Skills
Financial Analysis, Forecasting, Variance Analysis, Process Improvement, Essbase, Budgets, Analysis, Cognos, Microsoft Excel, Project Planning, Great Plains Software, PowerPoint, SharePoint, Microsoft Word, Customer Service, Risk Management, Finance, SAP, Strategic Financial..., ERP, Leadership, Accounting, Management, Financial Reporting

Education
Marquette University
MBA, Finance / Marketing

University of Saint Thomas - School of Business
BA, Finance

Gail Wirtanen Gail Wirtanen Minneapolis, Minnesota Details
Gail Wirtanen's RBC Dain Rauscher Experience 1999 - 2005
Job Owner at SISU Life Coaching, LLC, and Human Resources Business Partner
Industry Health, Wellness and Fitness
Experience
Sisu Life Coaching, LLC   September 2008 - Present
GMAC ResCap  2006 - 2007
Allianz Life  2005 - 2006
RBC Dain Rauscher   1999 - 2005
HealthPartners  1996 - 1999

Skills
Performance Management, Employee Relations, Employee Engagement, Human Resources, Employee Benefits, Leadership Development, Organizational..., Coaching, Training, Recruiting, HR Policies, Talent Management, Leadership, HR Consulting, Change Management, Onboarding, Culture Change, Interviews, Succession Planning, Conflict Resolution, Talent Acquisition, Personnel Management

Education
Metropolitan State University
Bachelor's degree, Human Resources Management

St. Mary's College (now part of St. Catherine University)
Certificate in Chemical Dependency Counseling

University of Minnesota-Twin Cities

Angela Smith Harris Angela Smith Harris Greater Minneapolis-St. Paul Area Details
Angela Smith Harris's RBC Dain Rauscher Experience January 1997 - January 1998
Job Reslilient Problem Solver
Industry Financial Services
Experience
Ameriprise Financial  August 2010 - Present
The Willow Group  May 2004 - August 2010
GMAC-RFC  2003 - 2008
Berkley Risk Administrators  September 2001 - May 2004
Long Term Care Group  March 1998 - June 2001
RBC DAIN RAUSCHER   January 1997 - January 1998
FEDERAL RESERVE BANK  January 1987 - January 1997

Skills
Business Analysis, Program Management, Business Process, Financial Analysis, Analysis, Financial Reporting, Project Management, Management, Sarbanes-Oxley Act, Access, Finance, Banking, Leadership, Strategic Planning, Portfolio Management, Team Leadership, Financial Services, Cash Management, General Ledger, Business Process..., Process Improvement, Risk Management, Start-ups

Education
University of Iowa   1986 — 1988
M.B.A; B.S, Finance; Physical Therapy

University of Iowa - Henry B. Tippie College of Business   1984 — 1986
MBA, Finance

Northwestern University - The Feinberg School of Medicine   1980 — 1981
B.S., Physical Therapy

Luther College   1976 — 1980
B.A., Biology with Secondary Education

Luther College
B.A, Biology; Secondary Teaching

Mary Jane Delaney Mary Jane Delaney San Francisco Bay Area Details
Mary Jane Delaney's RBC Dain Rauscher Experience October 2001 - April 2004
Job Principal at The Sutro Group
Industry Financial Services
Experience
The Sutro Group   November 2007 - Present
Delaney Mediation and Consulting   April 2004 - Present
RBC Dain Rauscher   October 2001 - April 2004
Sutro & Co. Inc.   September 1991 - October 2001
Prudential Securities Inc  September 1983 - September 1991

Skills
FINRA, Series 7, Mutual Funds, Securities Regulation, Alternative Investments, Corporate Governance, Securities, Litigation, Investment Advisory, Wealth Management, SEC, AML, Equities, Legal Compliance, Investments, Series 63, Hedge Funds, Capital Markets

Education
Marymount Manhattan College
BA

Pace University School of Law
JD

Mack Micera Mack Micera Boston, Massachusetts Details
Mack Micera's RBC Dain Rauscher Experience July 2012 - August 2012
Job GE Financial Management Program EID
Industry Financial Services
Experience
Longfellow Investment Management Co.  May 2014 - June 2014
Batterymarch Financial Management  January 2014 - May 2014
Commonwealth Financial Network  January 2013 - June 2013
RBC Dain Rauscher   July 2012 - August 2012
Roxiticus Golf Club  May 2012 - August 2012
Mesco Medic   June 2011 - September 2011
3 West   June 2011 - July 2011

Skills
Microsoft Excel, Financial Analysis, Accounting, PowerPoint, Microsoft Office, Microsoft Word, Finance, Investments, Teamwork, Portfolio Management, Customer Service, Economics, Financial Reporting, Communication, Highly detail oriented, Trade Finance, Adaptability, Mergers & Acquisitions, Axys, Bloomberg, Month End Close

Education
Northeastern University   2011 — 2016
Candidate for Bachelor of Science Degree in Business Administration, Finance and Marketing, Minor in Psychology, 3.5

The London School of Economics and Political Science (LSE)   2014 — 2014
Management and Finance

West Morris Mendham High School   2007 — 2011
3.4, weighted 4.3

Kira Hackett Kira Hackett Bellevue, Washington Details
Kira Hackett's RBC Dain Rauscher Experience August 2006 - September 2008
Job Experienced Marketing Professional – Account Manager – Program Manager – Product Manager
Industry Management Consulting
Experience
LTC Financial Partners  August 2011 - April 2013
LTC Financial Partners  April 2009 - April 2012
LTC Financial Partners  April 2009 - October 2009
RBC Dain Rauscher   August 2006 - September 2008
Russell Investment Group  January 2003 - November 2004
Safeco  2001 - 2003
Safeco  1999 - 2001
Capital Planning Corporation   1993 - 1998

Skills
Series 7, Long-term Care, Disability Insurance, Marketing Strategy, Corporate Communications, Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Employee Benefits, Health Insurance, Life Insurance, Strategic Financial..., Investments, Marketing, Long Term Care Insurance, Strategy, Business Development, Sales, Term Life Insurance, Leadership, Training, Business Planning, Entrepreneurship, Financial Planning, Management, CRM, Strategic Planning, Project Management, Sales Management

Education
Rollins College
BA, Studio Art & Design

Lynn Loynachan Lynn Loynachan Greater Minneapolis-St. Paul Area Details
Lynn Loynachan's RBC Dain Rauscher Experience 2007 - 2008
Job Senior Business Systems Analyst/Project Lead
Industry Information Technology and Services
Experience
Andersen Corporation  May 2014 - September 2014
U-Care   February 2014 - May 2014
State of MN  April 2013 - February 2014
Prime Therapeutics  January 2012 - April 2013
Bremer Bank  May 2011 - December 2011
Wells Fargo Home Mortgage  November 2009 - March 2011
RBC Dain Rauscher   2007 - 2008
Keane  1989 - 1991

Skills
SDLC, Business Analysis, Visio, Vendor Management, Requirements Analysis, Requirements Gathering, Business Intelligence, SharePoint, Process Improvement, Software Project..., Data Warehousing, Business Process..., Project Portfolio..., PMO, Integration, PMP, Program Management, Project Management, Software Documentation, Agile Methodologies

Education
University of St. Thomas   1990 — 1994
MBA, Management

Loras College   1980 — 1984
BA, Management and Business

Melonie Jeska Melonie Jeska Greater Minneapolis-St. Paul Area Details
Melonie Jeska's RBC Dain Rauscher Experience January 1992 - December 2001
Job Project Manager at Marco, Inc.
Industry Media Production
Experience
Marco, Inc.   February 2014 - Present
Cyber Advisors  February 2011 - February 2014
CFC Technology Corporation   October 2005 - February 2011
Motors Management Corporation   May 2004 - October 2005
East Central Energy  September 2003 - May 2004
State of Minnesota, Board of Public Defense  January 2002 - September 2003
RBC Dain Rauscher   January 1992 - December 2001

Skills
Project Management, Active Directory, Strategic Planning, Video Production, Editing, SharePoint, Vendor Management, Salesforce.com, Documentations, Disaster Recovery, Virtualization, Servers, Customer Service, Troubleshooting, VMware, Microsoft Office, Microsoft Exchange, Data Center, IT Strategy, Windows Server, Leadership

Education
Minnesota School of Business   2005 — 2007
AAS, Digital Video & Media Production

Kevin Lowry, CFA Kevin Lowry, CFA San Francisco Bay Area Details
Kevin Lowry, CFA's RBC Dain Rauscher Experience May 2007 - August 2007
Job Manager at TPG Capital
Industry Financial Services
Experience
TPG Capital  April 2013 - Present
TPG Capital  June 2010 - March 2013
HBK Capital Management  August 2007 - June 2010
RBC Dain Rauscher   May 2007 - August 2007
Morgan Stanley  December 2002 - August 2003

Education
Southern Methodist University   2003 — 2007
B.B.A/B.S., Finance w/ emphasis in accounting and Economics w/Financial Applications

Brendan Glynn Brendan Glynn Providence, Rhode Island Area Details
Brendan Glynn's RBC Dain Rauscher Experience September 2001 - January 2003
Job Regional Vice President at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services  September 2010 - Present
Pioneer Investments  September 2007 - December 2009
GUARDIAN INVESTOR SERVICES  December 2005 - September 2007
GUARDIAN INVESTOR SERVICES  February 2004 - December 2005
Northwestern Mutual  January 2003 - February 2004
RBC DAIN RAUSCHER   September 2001 - January 2003
UBS PAINEWEBBER  January 1999 - January 2002

Skills
Mutual Funds, Investments, Fixed Annuities, Sales, Relationship Management, Retirement, Financial Services, Leadership, Insurance, CRM, Asset Allocation, Financial Advisory, 401k, Variable Annuities, Series 63

Education
Providence College   1995 — 1999
B.S, Business Administration

Toll Gate High School   1990 — 1994

Brook Smith Brook Smith Dallas/Fort Worth Area Details
Brook Smith's RBC Dain Rauscher Experience 1980 - 2001
Job Managing Director at Ancor Capital
Industry Financial Services
Experience
Ancor Capital   October 2007 - Present
Southwest Securities  2002 - 2007
RBC Dain Rauscher   1980 - 2001
RBC Capital Markets  1980 - 2001

Education
Southern Methodist University - Cox School of Business   1979 — 1980
MBA, Finance

The University of Texas at Austin   1975 — 1979
BS, Business Communications

Gina Bays Gina Bays Greater Seattle Area Details
Gina Bays's RBC Dain Rauscher Experience May 2000 - May 2001
Job Marketing and Sales
Industry Marketing and Advertising
Experience
Swapalease   August 2008 - November 2008
Madsen Consulting   March 2008 - August 2008
Merrill Lynch  June 2001 - June 2002
RBC Dain Rauscher   May 2000 - May 2001
Winderemere   February 2000 - May 2001
North American Trust Comapny   January 1990 - June 1994

Education
San Diego Mesa College   1988 — 1990

San Diego High School   1983 — 1986
Diploma

Grant M. Trimble, AIF® Grant M. Trimble, AIF® Kansas City, Missouri Area Details
Grant M. Trimble, AIF®'s RBC Dain Rauscher Experience March 2004 - May 2007
Job Trimble Investment Group, LLC
Industry Financial Services
Experience
LPL Financial  May 2013 - Present
Cetera Advisors LLC  June 2009 - May 2013
Wachovia Securities Financial Network  May 2007 - June 2009
RBC Dain Rauscher   March 2004 - May 2007

Education
Northwestern University   1998 — 2002
BA, Economics

Jessica Brucale Jessica Brucale Greater New York City Area Details
Jessica Brucale's RBC Dain Rauscher Experience October 2006 - June 2007
Job Director; Business Development at HelloWorld, Inc.
Industry Marketing and Advertising
Experience
HelloWorld, Inc.   September 2014 - Present
HelloWorld Inc.  January 2014 - Present
ePrize  July 2012 - Present
ePrize  January 2011 - July 2012
Empire Advance Funding   January 2008 - January 2011
Financo, Inc.   October 2007 - January 2008
RBC Dain Rauscher   October 2006 - June 2007

Skills
Interactive Marketing, Integrated Marketing, Online Advertising, Marketing Communications, Marketing Strategy, Digital Strategy, Email Marketing, Creative Strategy, B2B, Social Marketing, Digital Media, Salesforce.com, Social Networking, Content Strategy, Multi-channel Marketing, Facebook, Advertising, Online Marketing, Creative Direction, Marketing, Marketing Research, Loyalty Marketing, Brand Development, Social Media Marketing, Digital Marketing, Direct Marketing, Loyalty Programs, Mobile Marketing, Relationship Marketing, Lead Generation, Sales, Leadership, Promotions, Media Planning, Web Analytics, Direct Mail, Management, Customer Acquisition, Media Buying

Education
Long Island University, Southampton Campus   2002 — 2006
Bachelor's degree, Business Administration and Management, General

Long Island University, Southampton Campus   2002 — 2006

Sean Westbrook Sean Westbrook Pueblo, Colorado Area Details
Sean Westbrook's RBC Dain Rauscher Experience 2004 - 2006
Job President at James F. Poole and Associates
Industry Financial Services
Experience
James F. Poole and Associates   2008 - Present
FSC Securities  2007 - Present
RBC Dain Rauscher   2004 - 2006

Skills
Retirement Planning, Retirement, Wealth Management, Series 7, Finance, Portfolio Management, Mutual Funds, Asset Allocation, Banking, Credit, Equities, Investments, Financial Analysis, Strategic Financial..., Series 63, Series 66

Education
Metropolitan State University of Denver   2001 — 2004
Bachelor of Science, Business, Business, Finance

Pa Houa Xiong Pa Houa Xiong Greater Minneapolis-St. Paul Area Details
Pa Houa Xiong's RBC Dain Rauscher Experience 2004 - 2007
Job University Relations at Boston Scientific
Industry Staffing and Recruiting
Experience
Boston Scientific  April 2015 - Present
Boston Scientific  July 2013 - March 2015
Dolphin Group Companies  June 2012 - June 2013
Superior Group  March 2012 - June 2012
St. Jude Medical  February 2010 - December 2011
Volt  October 2009 - February 2010
Boston Scientific  2009 - 2009
Ameriprise Financial Services, Inc.   February 2007 - January 2008
M. A. Mortenson Company   2008 - 2008
RBC Dain Rauscher   2004 - 2007

Skills
Process Improvement, Recruitment/Retention, College Recruiting, Project Coordination, Implementing Processes, Event Management, Program Management, HRIS, Talent Acquisition, Software Training, Client Relationship..., Hands-on Training, Human Resources, Recruiting, Applicant Tracking..., CRM, Employee Benefits, Employee Relations, Interviews, Management, Onboarding, Sourcing, Training, Talent Management

Education
Metropolitan State University
Bachelor of Arts (BA)

Juliana Grote Juliana Grote Greater St. Louis Area Details
Juliana Grote's RBC Dain Rauscher Experience 2003 - 2004
Job Project Manager, Marketing at Centene Corporation
Industry Hospital & Health Care
Experience
Centene Corporation  March 2010 - Present
Express Scripts  September 2009 - January 2010
Enterprise Bank & Trust  March 2004 - October 2009
RBC Dain Rauscher   2003 - 2004
American Express Financial Advisors  2002 - 2003

Skills
Process Improvement, Project Management, Management, Analysis, Requirements Analysis, Requirements Gathering, Leadership, Project Planning, Training, Testing, Portfolio Management, User Acceptance Testing, Microsoft Excel, Finance, SharePoint

Education
Iowa State University   1997 — 2002
Bachelors, Fine Art & Design

Alex Cena Alex Cena Dallas/Fort Worth Area Details
Alex Cena's RBC Dain Rauscher Experience May 1991 - October 1992
Job Experienced SellSide Equity Research Analyst Covering Investments Internationally For Institutional Investors
Industry Financial Services
Experience
Cairn Ridge Holdings, LLC   July 2003 - Present
Salomon Smith Barney  August 1998 - July 2001
Bear, Stearns & Co. Inc.   April 1996 - August 1998
Lehman Brothers  October 1992 - April 1996
RBC Dain Rauscher   May 1991 - October 1992
Dain Bosworth  1991 - 1992
William K. Woodruff & Company, Inc.   June 1985 - May 1991

Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling

Education
Southern Methodist University   2013 — 2015
Master of Business Administration (MBA), Executive MBA Program

Loyola University Chicago   1983 — 1985
BBA, Finance

University of Iowa   1981 — 1983
Computer Engineering

Jimmy Gallivan III Jimmy Gallivan III Dallas, Texas Details
Jimmy Gallivan III's RBC Dain Rauscher Experience June 2005 - July 2005
Job Assistant Vice President at Markit
Industry Financial Services
Experience
Markit  January 2015 - Present
Markit  October 2007 - December 2014
Gorda Sound Royalties, L.P.   August 2012 - January 2013
RBC Dain Rauscher   June 2005 - July 2005

Skills
Excel, Loans, Microsoft Office, Customer Relations, Financial Reporting, Problem Solving, Customer Service, Fixed Income, Data Analysis, Analysis, Credit, Hedge Funds, Back Office, Reconciliation, Wall Street Office, Bloomberg, Microsoft Excel, Due Diligence, Valuation, Account Reconciliation, Mergers & Acquisitions, Entrepreneurship, Private Equity, Asset Management, Finance, Equities, Investments, Wall Street

Education
The University of Kansas   2003 — 2007
BGS, Economics

Southern Methodist University   2006 — 2006
Summer Business Institute

Highland Park High School   1999 — 2003

Jared Storts Jared Storts Portland, Oregon Details
Jared Storts's RBC Dain Rauscher Experience September 2002 - January 2003
Job Software Engineering Student
Industry Computer Software
Experience
Beaverton High School  August 2005 - Present
Retirement Benefits Group, AXA Advisors   June 2003 - December 2003
RBC Dain Rauscher   September 2002 - January 2003

Skills
Mathematics, Data Analysis, Microsoft Excel, Statistics, Statistical Data..., Probability, Economics, Presentations, Mathematics Education, Educational Leadership, VBA, SQL, Java, PHP, Perl, Web Development, Differentiated..., Curriculum Mapping, Instructional Technology

Education
Oregon State University   2015 — 2017
Bachelor of Science (B.S.), Computer Science

University of Oregon   2003 — 2005
Masters of Education, Mathematics Teacher Education, 4.0

University of Oregon   2000 — 2003
Bachelor of Science, Mathematics

Bart Flentje Bart Flentje Greater Minneapolis-St. Paul Area Details
Bart Flentje's RBC Dain Rauscher Experience October 2000 - December 2003
Job Technical Systems Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management  November 2009 - Present
Church of St. Joseph, Rosemount Mn   January 1996 - Present
RBC Wealth Managment  January 2004 - October 2009
RBC Dain Rauscher   October 2000 - December 2003
Webb Information Systems   2000 - 2001
Target Corporation  1997 - 2000
Target Corporation  1995 - 1997

Skills
Distributed Development, Distributed Databases, SQL database design, .NET Development, VB.NET, C#, SQL, Windows Services, ETL, SSIS, WinForms, ASP, ASP.NET, .NET, Web Services, SSRS, Amazon Web Services..., Microsoft Technologies, Visual Studio, Active Reports, Infragistics, PaintShop Pro, Business Analysis, Database Design, Crystal Reports, HTML, IIS, Windows Server, Active Directory, Microsoft SQL Server, SDLC, Requirements Gathering

Education
University of Minnesota-Twin Cities   1992 — 1995
B.S., Chemistry

Normandale Community College   1990 — 1992

Daniel Beenken Daniel Beenken Waterloo, Iowa Area Details
Daniel Beenken's RBC Dain Rauscher Experience April 2005 - September 2008
Job Manager at Advance Iowa University of Northern Iowa
Industry Management Consulting
Experience
Advance Iowa - University of Northern Iowa   January 2011 - Present
University of Northern Iowa  October 2008 - Present
Silicon Prairie News  2010 - October 2012
RBC Dain Rauscher   April 2005 - September 2008
Voyageur Asset Management  August 2002 - March 2005
CHERRY TREE & CO   2000 - 2001

Skills
Accounting, Advertising, Blogging, Creative Direction, Consulting, Economic Development, Entrepreneurship, Event Planning, Fundraising, Finance, Grant Writing, Investments, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, New Business Development, Operations Management, Portfolio Management, Public Relations, Public Speaking, Recruiting, Research, Sales, Small Business, Small Business Marketing, Social Media, Social Media Marketing, Start-ups, Strategic Planning

Education
University of Minnesota - Carlson School of Management   2004 — 2007
Master of Business Administration (MBA)

University of Minnesota-Twin Cities   2004 — 2007

Iowa State University - College of Business   1996 — 2000
Bachelor's, Finance/Entrepreneurial Management

Theresa A. Matacia, CFA Theresa A. Matacia, CFA San Francisco Bay Area Details
Theresa A. Matacia, CFA's RBC Dain Rauscher Experience 1997 - 2000
Job CFO at Declara
Industry Information Technology and Services
Experience
Declara  January 2015 - Present
Securieon Group   January 2013 - January 2015
Bonocore Technology Partners   2005 - December 2012
ADP  October 2001 - July 2005
Scient  September 2000 - September 2001
RBC Dain Rauscher   1997 - 2000
Montgomery Securities  1995 - 1997
Other Investment Banking Houses   1985 - 1995

Skills
Mergers, Corporate Development, Business Strategy, Strategic Planning, Corporate Finance, M&A execution, Strategic Partnerships, Strategic Alliances, Business Services, Non-profits, Information Technology, Mergers & Acquisitions, Nonprofits, Cross-functional Team..., Management Consulting, Business Modeling, Strategy, Leadership, Entrepreneurship, Capital Markets, Start-ups, Marketing Strategy, Venture Capital, Business Alliances, Market Research, Negotiation, Executive Management, Outsourcing, Acquisition Integration, Equities, Business Development, Competitive Analysis, Management, M&A experience, Financial Services, P&L Management, Investment Banking, Due Diligence, Restructuring, Finance, Leveraged Finance, Divestitures, International Business, Thought Leadership, Segmentation, Private Equity, Turn Around Management, Go-to-market Strategy, Strategic Consulting, Private Placements

Education
Harvard Business School Executive Education
Strategic Negotiations

Harvard Business School Executive Education
Leading Change and Organizational Renewal

San Francisco State University   1982 — 1984
MBA, Finance and Management

Virginia Commonwealth University
BS, Psychology

Anthony Rosich Anthony Rosich Dallas/Fort Worth Area Details
Anthony Rosich's RBC Dain Rauscher Experience 2003 - 2005
Job CFO at Hospice Source
Industry Accounting
Experience
Hospice Source  May 2012 - Present
Home Health Holdings, Inc.   March 2010 - April 2013
BKD, LLP  December 2008 - May 2010
Ernst & Young  December 2006 - December 2008
RBC Dain Rauscher   2003 - 2005

Skills
Financial Modeling, Financial Analysis, Due Diligence, Financial Reporting, SEC filings, Private Equity, Mergers & Acquisitions, Accounting, GAAP, Sarbanes-Oxley Act, Business Valuation, Strategic Financial...

Education
Iowa State University   1993 — 1997
Accounting

Kerri Hoogers Kerri Hoogers Minneapolis, Minnesota Details
Kerri Hoogers's RBC Dain Rauscher Experience 2001 - 2003
Job Compliance Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  December 2014 - Present
US Bank  April 2012 - November 2014
Wells Fargo  May 2005 - April 2012
US Bank Asset Management   2003 - 2005
RBC Dain Rauscher   2001 - 2003

Skills
Banking, AML, Financial Risk, Financial Analysis, Securities, Risk Management, Financial Services, Operational Risk, Enterprise Risk..., Credit, Asset Management, Bloomberg, Financial Audits, Auditing, Market Risk, Operational Risk..., Capital Markets, Financial Modeling, Mutual Funds, Fixed Income, Equities, Treasury Management, Internal Audit

Education
Minnesota State University, Moorhead   1999 — 2001
Bachelor of Applied Science (B.A.Sc.), Marketing

John Switchenko John Switchenko Greater Boston Area Details
John Switchenko's RBC Dain Rauscher Experience November 2006 - March 2008
Job Senior Private Wealth Associate at Atlantic Trust
Industry Banking
Experience
Atlantic Trust  March 2014 - Present
Atlantic Trust  March 2012 - March 2014
Brown Brothers Harriman  December 2010 - March 2012
Brown Brothers Harriman  April 2008 - January 2011
RBC Dain Rauscher   November 2006 - March 2008
Hy-Line Cruises  May 2000 - March 2008

Education
Union College   2001 — 2007
BA, English, History, Philosophy

Deerfield Academy   1999 — 2003

National University of Ireland, Galway   2005 — 2006
Economics

Boston University   2012 — 2015
Financial Planning

Cannon Financial Institute

David Fearheller David Fearheller Palm Desert, California Details
David Fearheller's RBC Dain Rauscher Experience 1987 - 1991
Job Independent Investment Advisory and Business Consulting Services
Industry Accounting
Experience
Fearheller Advisors   November 2007 - Present
Readylink Healthcare  October 2006 - October 2007
Contempo Homes, Inc.   November 2004 - August 2006
ITG Centers, Inc.   2003 - 2004
ClearPath, Inc.   2000 - 2003
Discovery Staffing, Inc.   1991 - 2000
RBC Dain Rauscher   1987 - 1991
Morgan Stanley  1983 - 1987
Dean Witter  1983 - 1987

Skills
OuickBooks Pro Advisor, Registered Investment..., Mergers, Financial Reporting, Tax, Auditing, Corporate Finance, Business Planning, Strategic Planning, Start-ups, Accounting, IPO, Financial Analysis, Budgeting, Due Diligence, Internal Controls, Financial Modeling, Forecasting, Financial Accounting, Financial Management, SEC reporting, Cost Accounting, Mergers & Acquisitions, Management Consulting, Finance, Management, Strategy, Leadership, Financial Planning, Business Development, Executive Management, Managerial Finance

Education
Southern Methodist University
BBA, Business and Accounting

University of Wisconsin-Madison
MBA, Finance, Accounting

Chris Vasek Chris Vasek Lincoln, Nebraska Area Details
Chris Vasek's RBC Dain Rauscher Experience 2004 - 2006
Job Commercial Real Estate Broker at NAI FMA Realty
Industry Commercial Real Estate
Experience
NAI FMA Realty  July 2007 - Present
Linweld  2005 - February 2007
Best Buy  January 2003 - October 2006
RBC Dain Rauscher   2004 - 2006

Skills
Real Estate, Leases, Disposition, Commercial Real Estate, Landlord, Tenant, Tenant Representation, Customer Service, Investments, Marketing, Budgets, Microsoft Office, Acquisitions, Land Development, Social Media Marketing, Multi Family Properties, Corporate Real Estate, Sales, Landlords, Leadership, Investment Properties, Strategic Planning, Finance, Negotiation, Public Speaking, Property Management

Education
Nebraska Wesleyan University   2003 — 2007
Bachelor of Arts, Business Administration

Lincoln East High School   1999 — 2003

Andrew (Tony) Habiger Andrew (Tony) Habiger Greensboro/Winston-Salem, North Carolina Area Details
Andrew (Tony) Habiger's RBC Dain Rauscher Experience 1997 - 1999
Job Territory Sales Manager at Endura Products
Industry Building Materials
Experience
Endura Products  2012 - Present
Shakertown 1992   2009 - 2012
Woodinville Lumber  2007 - 2008
Woodinville Lumber Inc  2006 - 2007
Mid-America Cedar  1999 - 2006
RBC Dain Rauscher   1997 - 1999

Skills
Solution Selling, Selling, Sales, Building Materials, Leadership, Timber, Inventory Management, Marketing, Forecasting, Budgets, Sales Management, Account Management, Customer Service, Contract Negotiation, New Business Development, Microsoft Excel, Direct Sales, Microsoft Word, PowerPoint, CRM, ERP, Salesforce.com, Financial Analysis, Market Development, Pricing, Marketing Strategy

Education
St. John's University
BA, Accounting

Camon Mak Camon Mak Toronto, Canada Area Details
Camon Mak's RBC Dain Rauscher Experience September 2007 - February 2008
Job Banking & Account Solutions at MD Financial Management
Industry Banking
Experience
MD Financial Management Gestion financière MD  March 2014 - Present
Edward Jones  January 2012 - March 2014
RBC Royal Bank  October 2009 - January 2012
RBC Capital Markets  February 2008 - October 2009
RBC Dain Rauscher   September 2007 - February 2008
RBC  November 2005 - December 2006
RBC  July 2003 - November 2005
RBC  November 2001 - July 2003
Jupiter Media Metrix  July 1999 - November 2001
RBC Royal Bank  August 1998 - July 1999

Skills
Credit, Business Development, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Analysis, Portfolio Management, Cross-functional Team..., Strategy, Business Strategy, Capital Markets, Loans, Management, Corporate Finance, Management Consulting, Strategic Planning, Mutual Funds, Sales, Negotiation, Analytics, Budgets, Financial Services, Leadership

Education
Ivey Business School at Western University   2009 — 2010
MBA, Class of 2010

The University of British Columbia - Sauder School of Business   1992 — 1996
Bachelor of Commerce

Jennifer Mogren (Zeidler) Jennifer Mogren (Zeidler) Greater Minneapolis-St. Paul Area Details
Jennifer Mogren (Zeidler)'s RBC Dain Rauscher Experience July 2004 - July 2007
Job Sr. Technical Recruiter at HealthEast Care Systems
Industry Staffing and Recruiting
Experience
HealthEast Care System  September 2015 - Present
AwesomeDudes   March 2014 - Present
The Walstrom Group, Inc. (Medical Industry Search Experts)   January 2014 - Present
HealthEast  2015 - 2015
HealthEast  2015 - 2015
HealthEast  2015 - 2015
Target  June 2007 - March 2008
RBC Dain Rauscher   July 2004 - July 2007
Medtronic  October 1998 - 2004
Source EDP  June 1997 - October 1998

Skills
Applicant Tracking..., College Recruiting, CRM, Interviews, Hiring, Leadership, Management, Networking, New Hire Orientations, Onboarding, SDLC, Recruiting, Screening, Talent Acquisition, Sourcing, Training

Education
St. Cloud State University   1993 — 1996
BS, Mass Communications

Minnesota State University, Moorhead   1991 — 1993
BS

Lakeville Sr High
High school diploma

Melanie Matus Demont Melanie Matus Demont Greater Minneapolis-St. Paul Area Details
Melanie Matus Demont's RBC Dain Rauscher Experience July 2003 - December 2006
Job
Industry Financial Services
Experience
Ameriprise Financial  January 2007 - Present
RBC Dain Rauscher   July 2003 - December 2006
Wells Fargo  2000 - 2003
Artesyn Technologies  1996 - 2000
Fredrikson & Byron  1994 - 1996
Rubloff  1990 - 1994

Skills
Onboarding, Succession Planning, Workforce Planning, Applicant Tracking..., Deferred Compensation, Employee Benefits, Employee Engagement, Talent Acquisition, HRIS, Talent Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Executive Search, Personnel Management, Performance Management

Education
Loyola University of Chicago   1992 — 1996
Masters

University of Wisconsin-Madison   1981 — 1985
BA

Craig Kristof Craig Kristof Greater Minneapolis-St. Paul Area Details
Craig Kristof's RBC Dain Rauscher Experience September 2007 - October 2012
Job Technical Service Analyst of Host Operations Services at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management  October 2012 - Present
RBC Dain Rauscher   September 2007 - October 2012
rbc wealth management  August 2007 - October 2012
rbc dain rauscher   2005 - 2012
RBC Dain Rauscher   December 2005 - September 2007
Sears  August 2003 - July 2005
Best Buy  August 1998 - August 2000

Skills
Technical Support, System Administration, Software Installation, Help Desk Support, Sales, ITIL, Disaster Recovery, Active Directory, SharePoint, Visio, Citrix, Project Management, VMware, SQL, Process Improvement, Troubleshooting, Servers, Software Documentation

Education
Hennepin Technical College   2005 — 2011
AAS, LAN Administration

St. John's University   2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General

Ben Lorence, PMP Ben Lorence, PMP Greater Minneapolis-St. Paul Area Details
Ben Lorence, PMP's RBC Dain Rauscher Experience December 2006 - December 2007
Job Director, Financial Analytics & Modeling Technology at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc.   April 2013 - Present
Merrill Corp  August 2011 - April 2013
Ecolab  January 2011 - August 2011
Helgeson Enterprises  January 2009 - January 2011
Automatedintel.com   December 2004 - January 2011
Microsoft Business Intelligence SIG   January 2008 - March 2010
RBC Dain Rauscher   December 2006 - December 2007
Ameriprise Financial  January 2000 - April 2005
Robert Half International  July 1998 - March 2000
Park Nicollet Health Services  January 1997 - June 1998

Skills
C#, ASP.NET, VB.NET, SQL Server 2000-2008, HTML/XML, OOP, OOAD, Enterprise Architecture, Information Architecture, System Architecture, Systems Analysis, Key Performance..., Balanced Scorecard, SOA, ETL, Data Warehousing, Data Mining, Data Migration, UML, Project Portfolio..., Software Project..., Certified Project..., Six Sigma, ITIL, Executive Reporting, Cost Analysis, Product Development, Marketing Strategy, Microsoft SQL Server, Integration, Business Analysis, Databases, .NET

Education
Technical training and development   2000 — 2008
Project Management, Series 7, Reporting/Communications, IBM (Cognos), Microsoft (SQL Server, .NET)

Minneapolis Community and Technical College   1996 — 1999
Accounting, Management, Marketing, Database

Robert Gormley, CSM Robert Gormley, CSM Mound, Minnesota Details
Robert Gormley, CSM's RBC Dain Rauscher Experience January 2006 - July 2007
Job Founding Member at Corner Office (www.cornerofficecareers.org)
Industry Information Technology and Services
Experience
ProAg  December 2010 - December 2011
Triveris, LLC   December 2008 - November 2010
Shavlik Technologies  August 2007 - November 2008
RBC Dain Rauscher   January 2006 - July 2007
Carlson Marketing  August 2004 - December 2005
Long Term Care Group  April 2004 - July 2004
Wells Fargo  September 2003 - February 2004
Prometric  January 2001 - June 2003

Education
Certified Scrum Master

Loyola College in Maryland   1999 — 2000
Masters, Education

University of Maryland College Park   1994 — 1998
BA, English, History

McDonogh

Lance Newlin Lance Newlin Reno, Nevada Area Details
Lance Newlin's RBC Dain Rauscher Experience January 2009 - Present
Job Vice President RBC
Industry Financial Services
Experience
RBC Dain Rauscher   January 2009 - Present
UBS Wealth Management  January 2001 - January 2009

Education
Michigan State University   1991 — 1993
bs, Forensic Science

University of Nevada-Reno   1989 — 1991

Nicholas Syris Nicholas Syris Boca Raton, Florida Details
Nicholas Syris's RBC Dain Rauscher Experience November 2005 - January 2007
Job President at LH Premium Cigars S.A.
Industry Tobacco
Experience
LH Premium Cigars S.A.   January 2010 - Present
Lavida Habana Cigar Lounge   February 2009 - Present
TecHome Solutions Incorporated   May 2006 - Present
RBC Dain Rauscher   November 2005 - January 2007
A V I Electronics, Inc.   April 1992 - November 2005

Skills
New Business Development, Business Planning, Sales Management, Marketing Strategy, Strategic Planning, Sales, Start-ups, Marketing, Entrepreneurship, Leadership, Negotiation, International Business, Management, International Sales, Contract Negotiation, Project Management, Budgets, Retail, Sales Operations, Recruiting, CRM, Training, Business Development, B2B, Finance, Strategy, Business Strategy, Strategic Partnerships, Business Intelligence, Product Marketing, Cross-functional Team..., Competitive Analysis, Direct Sales, Account Management, Product Management, Management Consulting, Sales Process, Online Marketing, Selling, Market Research, P&L Management, Executive Management, Marketing Management, Market Planning, Merchandising, Forecasting, Product Development, Pricing, Team Building, E-commerce

Education
Seton Hall University   1983 — 1987
BA, Communications

Morristown High School

Maria Caton CFP®, AAMS® Maria Caton CFP®, AAMS® Rochester, New York Area Details
Maria Caton CFP®, AAMS®'s RBC Dain Rauscher Experience July 2005 - May 2006
Job Vice President, Investment and Financial Planning Officer, Wealth Strategies Group at Canandaigua National Bank & Trust
Industry Financial Services
Experience
Canandaigua National Bank & Trust  May 2014 - Present
Charles Schwab  July 2007 - April 2014
Mass Mutual  June 2006 - June 2007
RBC Dain Rauscher   July 2005 - May 2006
Trinity Montessori School  September 1998 - June 2005
Holcomb Wash and Dry   January 1990 - January 1999

Skills
Finance, Investments, Series 7, Financial Services, Retirement, Retirement Planning, Leadership, Asset Allocation, Estate Planning, Series 63, Management, Banking, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Mutual Funds, Financial Analysis, Portfolio Management, Public Speaking, Team Building

Education
Endicott College   2000 — 2002
Master of Education (M.Ed.)

Niagara University   1981 — 1985

American School in London

Vicky Stadther Vicky Stadther Greater Minneapolis-St. Paul Area Details
Vicky Stadther's RBC Dain Rauscher Experience 1997 - 2004
Job Area Construction Manager at McDonalds
Industry Restaurants
Experience
McDonalds  August 2004 - Present
McDonald's  2004 - Present
RBC Dain Rauscher   1997 - 2004

Skills
Customer Service, Project Management, Process Scheduler, Team Building, Budgets, Customer Satisfaction, Purchasing, Construction, Team Leadership, Contract Management, Strategic Planning, Construction Management, Retail, Contract Negotiation, Leadership, Project Planning, Restaurants, Contractors, Facilities Management, Management, Time Management, Income Statement, Negotiation, Microsoft Excel, Supervisory Skills, Operations Management, Sales, Procurement, Training, Renovation, Value Engineering, Cost Control, Microsoft Office, Cross-functional Team..., MS Project, Microsoft Word, Forecasting, Hiring, Food Service, Entitlements, Project Estimation, Inventory Management, Process Improvement, Land Development, Vendor Management, Sales Management, Franchising, P&L, Microsoft Project

Education
Metropolitan State University   1988 — 1991

CHUCK SINCLAIR, CFP CHUCK SINCLAIR, CFP St. Joseph, Missouri Area Details
CHUCK SINCLAIR, CFP's RBC Dain Rauscher Experience 1989 - 2005
Job FINANCIAL ADVISOR at RAYMOND JAMES FINANCIAL SERVICES
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC   August 2005 - Present
Raymond James Financial Services  2005 - Present
RBC Dain Rauscher   1989 - 2005

Education
MISSOURI WESTERN STATE UNIVERSITY   1967 — 1972

Heidi Johnson Heidi Johnson Greater Minneapolis-St. Paul Area Details
Heidi Johnson's RBC Dain Rauscher Experience February 2005 - March 2010
Job Senior Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  February 2005 - Present
RBC Dain Rauscher   February 2005 - March 2010
ING / Employee Benefits   2002 - February 2005
ING  2002 - 2005
Washington Square Securities  January 2000 - March 2002

Education
University of Wisconsin-Madison   2006 — 2007

St. Cloud State University   1995 — 1999

Erika (Schmitt) Adams Erika (Schmitt) Adams Greater Minneapolis-St. Paul Area Details
Erika (Schmitt) Adams's RBC Dain Rauscher Experience July 2004 - January 2008
Job Project Manager and Senior Developer
Industry Computer Software
Experience
Dorsey & Whitney LLP  January 2008 - Present
RBC Dain Rauscher   July 2004 - January 2008
Magenic Technologies  January 2003 - July 2004
PRG-Schultz  2001 - 2002
McCall Technology  1999 - 2001
Andersen Consulting  June 1995 - September 1998

Skills
SDLC, Project Management, Agile Methodologies, Business Analysis, Vendor Management, Visio, Software Project..., IT Strategy, People Management, ASP.NET, Microsoft SQL Server, C++, Budget Forecasts, Budget Management

Education
Minnesota State University, Mankato   1991 — 1995
BS, Computer Science

Tiffaney Cline Tiffaney Cline Oklahoma City, Oklahoma Area Details
Tiffaney Cline's RBC Dain Rauscher Experience January 1999 - February 2000
Job Sr. Sponsored Projects Specialist at Johns Hopkins Bloomberg School of Public Health, Office of Research Administration
Industry Financial Services
Experience
Johns Hopkins Bloomberg School of Public Health  April 2012 - Present
Maxim Healthcare Services  April 2011 - March 2012
BSC America  February 2010 - April 2011
ING  April 2008 - September 2008
ITT Educational Services, Inc.   January 2006 - February 2007
Integrity Life Insurance  November 2003 - November 2005
Smith Barney  April 2000 - March 2003
RBC Dain Rauscher   January 1999 - February 2000
Securities Compliance Advisors, LLC   April 1996 - January 1999

Skills
Customer Service, Compliance Operations, Compliance Procedures, Compliance Support, Research Administration, Operations Coordination, Sponsored Projects, Administrative Work, COEUS, E-Commons, SAP, Microsoft Office, Microsoft Excel, HRIS, Access

Education
University of Central Oklahoma   1991 — 1998
Bachelor of Science (B.S.), Business Administration and Management, General

Oklahoma State University-Oklahoma City   1995 — 1997
Business Administration and Management, General

Tom Plant Tom Plant Greater Minneapolis-St. Paul Area Details
Tom Plant's RBC Dain Rauscher Experience August 2007 - July 2008
Job Application Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank   January 2011 - Present
US Bank  July 2008 - December 2010
RBC Dain Rauscher   August 2007 - July 2008
US Bank  June 2004 - August 2007
U.S. Bank   December 1999 - June 2004
StartingPoint   June 1998 - October 1999
BankOne  March 1997 - June 1998
CompUSA Brookfield   1995 - 1997
CompUSA  1994 - 1997

Skills
Business Analysis, Enterprise Architecture, SharePoint, Active Directory, Visio, SDLC, Requirements Analysis, Integration, Windows Server, Enterprise Content..., SQL, Process Improvement, Microsoft SQL Server, Project Management, IT Strategy

Education
Marquette University   1991 — 1995
Bachelor's degree, Physics

MHS   1986 — 1991

Caitlin Gorand Morse Caitlin Gorand Morse Greater Chicago Area Details
Caitlin Gorand Morse's RBC Dain Rauscher Experience 2003 - 2004
Job Marketing Manager at Allstate Insurance
Industry Insurance
Experience
Allstate  July 2015 - Present
Allstate Insurance  May 2007 - November 2013
Allstate Insurance Company - Northwest Region   2005 - 2008
Fishman Public Relations  2004 - 2005
RBC Dain Rauscher   2003 - 2004
Binney & Smith - The Crayola Factory   2002 - 2003

Skills
Media Relations, Integrated Marketing, Marketing, Marketing Communications, Sponsorship

Education
Lehigh University
Journalism

Laura Dougherty Laura Dougherty Washington D.C. Metro Area Details
Laura Dougherty's RBC Dain Rauscher Experience September 2001 - September 2003
Job Senior Internal Wholesaler at Invesco AIM
Industry Financial Services
Experience
Invesco Aim  March 2006 - May 2010
INVESCO  2006 - 2010
Legg Mason/Citigroup Asset Management   September 2003 - March 2006
RBC Dain Rauscher   September 2001 - September 2003

Education
James Madison University   1997 — 2001
Bachelor Business Administration, Finance

Yorktown High School

Amy Champion-Thomas Amy Champion-Thomas Washington D.C. Metro Area Details
Amy Champion-Thomas's RBC Dain Rauscher Experience March 2002 - April 2004
Job Asst. VP Branch Liaison at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  June 2005 - Present
Bear Stearns  April 2004 - June 2005
RBC Dain Rauscher   March 2002 - April 2004
Tucker Anthony  July 1998 - March 2002
Paine Webber  May 1995 - July 1998

Education
Northeastern University   2004 — 2007
BSBA, Business Administration

Massasoit Community College   1990 — 1993
BS, Management

Darcy (Meier) Pinotti Darcy (Meier) Pinotti Greater Minneapolis-St. Paul Area Details
Darcy (Meier) Pinotti's RBC Dain Rauscher Experience 1997 - 2010
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  2010 - Present
RBC Dain Rauscher   1997 - 2010
RBC  2005 - 2009
Army National Guard  1988 - 1995
US Army  1986 - 1988

Skills
Business Analysis, SDLC, Software Project..., Website Development, Historical Research, Geographic Information..., Web Design, Visio, User Acceptance Testing, Business Requirements, Integration, Process Improvement, Requirements Gathering, Vendor Management, SharePoint, Project Management, Requirements Analysis

Education
University of Minnesota - Carlson School of Management   1990 — 1993
BS, Business Management

Kansas State University   1989 — 1990

Zach Taylor Zach Taylor Greater Minneapolis-St. Paul Area Details
Zach Taylor's RBC Dain Rauscher Experience January 2005 - December 2005
Job Associate Director Strategy & Analytics
Industry Investment Management
Experience
Varde Partners  July 2008 - Present
The Hartford  December 2005 - July 2008
RBC Dain Rauscher   January 2005 - December 2005

Education
University of St. Thomas - Opus College of Business   2006 — 2010
MBA

Minnesota State University, Mankato   2000 — 2002
B.S.

North Dakota State University   1998 — 2000

Jacqueline Dunker, MBA, CPA Jacqueline Dunker, MBA, CPA Greater Minneapolis-St. Paul Area Details
Jacqueline Dunker, MBA, CPA's RBC Dain Rauscher Experience November 2005 - June 2007
Job Principal Accountant at Ameriprise Financial
Industry Accounting
Experience
Ameriprise Financial  November 2009 - Present
Globe University  September 2009 - December 2009
Ameriprise Financial  December 2007 - October 2009
RBC Dain Rauscher   November 2005 - June 2007
RBC Dain Rauscher   September 2002 - November 2005
Boulay  January 2001 - September 2002
Carlson Advisors, LLC  August 1999 - January 2001

Skills
Finance, Accounting, Tax, Consolidation, Investments, CPA, Financial Analysis, Financial Reporting, Financial Planning, Forecasting, Internal Controls, Financial Modeling, Sarbanes-Oxley Act, SEC Filings, Process Improvement

Education
Metropolitan State University   2004 — 2005
MBA, Masters of Business Administration

Lakeland College   1997 — 1999
Bachelors, Acccounting

Patty (RBC Dain) Polski Patty (RBC Dain) Polski Greater Minneapolis-St. Paul Area Details
Patty (RBC Dain) Polski's RBC Dain Rauscher Experience
Job Executive Assistant at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Dain Rauscher  

Education
Metropolitan State University   2002 — 2007

Michele Yacovello Michele Yacovello Greater New York City Area Details
Michele Yacovello's RBC Dain Rauscher Experience 1996 - 2007
Job Owner at Good To Be Framed
Industry Photography
Experience
Good To Be Framed   May 2010 - Present
RBC Capital Markets  March 1996 - December 2007
RBC dain rauscher   1996 - 2007
dain rauscher  1996 - 2007
RBC capital Markets  1996 - 2007

Skills
Customer Service, Digital Photography, Sales, Social Media, Social Networking, Photoshop, Public Speaking, Social Media Marketing, Photography

Education
Pace University   1987 — 1990

Keith Swart Keith Swart Phoenix, Arizona Area Details
Keith Swart's RBC Dain Rauscher Experience 1992 - 1998
Job Partner, F4 Designs LLC
Industry Construction
Experience
F4 Designs   January 2012 - Present
Madison Williams and Company  June 2010 - October 2011
A.G. Edwards & Sons, Inc.   2006 - 2007
WR Hambrecht + Co  2005 - 2006
Needham & Co   2000 - 2004
Gruntal & Company  1999 - 2000
Southeast Research Partners   1998 - 1999
RBC Dain Rauscher   1992 - 1998
Nicor Gas  1986 - 1992

Skills
Real Estate Economics, Real Estate Development, Financial Analysis, Construction Management, Business Process..., Institutional Sales, Asset Management, Mergers & Acquisitions, Equities, Trading, Private Equity, Business Development, Investment Banking, Emerging Markets, Series 63, Data Analysis, Team Building, Management, Public Speaking

Education
Montana State University-Bozeman   1974 — 1978
Bachelor of Science (B.S.), Economics, Environmental Engineering

University of Montana   1974 — 1975
Economics

James Purtle James Purtle Greater Minneapolis-St. Paul Area Details
James Purtle's RBC Dain Rauscher Experience January 1998 - April 2005
Job Sr. Vice President of Investments at Feltl and Company
Industry Financial Services
Experience
Feltl and Company  May 2005 - Present
RBC Dain Rauscher   January 1998 - April 2005
Piper Jaffray  1991 - 1998

Skills
Alternative Investments, Investments, Series 7, Portfolio Management, Equities, Financial Services, Securities, Wealth Management, Asset Management, Series 63, Asset Allocation, Fixed Annuities, Mutual Funds

Education
Saint John's University   1988 — 1991

Cherrlyn Carlson Cherrlyn Carlson Greater Minneapolis-St. Paul Area Details
Cherrlyn Carlson's RBC Dain Rauscher Experience Project ManagerRBC Wealth Management2007 - Present
Job Project Manager at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Dain Rauscher   Project ManagerRBC Wealth Management2007 - Present

Education
Illinois Institute of Technology   1982 — 1985

Adrienne (Bremner) Haley Adrienne (Bremner) Haley Greater Minneapolis-St. Paul Area Details
Adrienne (Bremner) Haley's RBC Dain Rauscher Experience 1990 - 1997
Job Business Process Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2014 - Present
Verus Consulting Group LLC  December 2012 - August 2014
D.A. Davidson & Co. through Verus Consulting Group, LLC.   March 2013 - 2014
Wells Fargo Securities  June 2012 - February 2013
Wells Fargo  September 2011 - April 2012
Wells Fargo Investments  2001 - 2011
Norwest Investment Services Inc.   1999 - 2001
RBC Dain Rauscher   1990 - 1997

Skills
Training Delivery, Coaching, Instructional Design, Blended Learning, Leadership Development, Change Management, Organizational..., Team Building, Process Improvement, E-learning, Strategic Planning, Team Management, Project Management, Learning Management, Integration, Call Centers, Business Process..., Leadership, Training, Management, Risk Management, Mergers & Acquisitions, Employee Engagement, E-Learning, Business Strategy, Analysis, Vendor Management, Employee Training, Strategy, Business Analysis, Talent Management, Team Leadership, Performance Management, Banking, Program Management, Financial Services, Operations Management, CRM

Education
University of St. Thomas   2001 — 2003
Business

St. Cloud State University   1988 — 2000
Business

Patrick (RBC Dain) Liang Patrick (RBC Dain) Liang Kansas City, Missouri Area Details
Patrick (RBC Dain) Liang's RBC Dain Rauscher Experience
Job Registered Client Associate at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Dain Rauscher  

Education
Indiana University Bloomington   1987 — 1991

Alan Lindsay Alan Lindsay Houston, Texas Area Details
Alan Lindsay's RBC Dain Rauscher Experience November 2002 - Present
Job Senior VP at RBC Dain Rauscher
Industry Investment Management
Experience
RBC Dain Rauscher   November 2002 - Present

Education
Illinois State University   1975 — 1979
B.S., Finance

Christopher Kliner Christopher Kliner Greater Chicago Area Details
Christopher Kliner's RBC Dain Rauscher Experience August 2006 - May 2008
Job at
Industry Financial Services
Experience
Taylor Asset Management, Inc.   May 2010 - Present
Groceries Apparel  October 2013 - Present
Deutsche Bank  May 2008 - May 2010
RBC Dain Rauscher   August 2006 - May 2008

Education
Kenyon College   2002 — 2006

Lisa Heerwagen Lisa Heerwagen Greater New York City Area Details
Lisa Heerwagen's RBC Dain Rauscher Experience Sr Sales Assistantsmith Barney1992 - 2007
Job Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Dain Rauscher   Sr Sales Assistantsmith Barney1992 - 2007

Education
Montclair State University   1983 — 1984

Paul Buttress Paul Buttress Greater New York City Area Details
Paul Buttress's RBC Dain Rauscher Experience January 1994 - March 1998
Job Senior Vice President, Structured Credit Surveillance
Industry Financial Services
Experience
Moody's Investors Service  September 2008 - Present
Babcock & Brown  July 2007 - March 2008
XL Capital Assurance  June 2002 - July 2007
Lewtan Technologies  June 2000 - June 2002
Unicapital Corp   June 1998 - June 2000
RBC Dain Rauscher   January 1994 - March 1998
Zahr Trading   March 1992 - August 1993
Signet Bank  1984 - 1989

Skills
Structured Finance, ABS, Securitization, Derivatives, CDO

Education
London Business School   1989 — 1991
MBA, Finance

Virginia Commonwealth University   1986 — 1989
MA, Economics

Rice University   1981 — 1984
BA, Economics

St. Lawrence University   1980 — 1981

Courtney Kanz, CFA Courtney Kanz, CFA Greater Minneapolis-St. Paul Area Details
Courtney Kanz, CFA's RBC Dain Rauscher Experience 2002 - 2004
Job .
Industry Financial Services
Experience
RBC Wealth Management  2006 - 2013
Piper Jaffray  2005 - 2006
Voyageur Asset Management  2004 - 2005
RBC Dain Rauscher   2002 - 2004
RBC Dain Rauscher   2000 - 2002
FDIC  1999 - 2000

Skills
Financial Services, Wealth Management, Investment Advisory

Education
University of Minnesota - Carlson School of Management   2001 — 2004
MBA, Finance and Strategic Management

St. Cloud State University   1995 — 1999
B.S., Finance

Paul Ewing Paul Ewing Greater Minneapolis-St. Paul Area Details
Paul Ewing's RBC Dain Rauscher Experience 1996 - 2000
Job Senior Technology Consultant at Schwab Institutional
Industry Financial Services
Experience
Charles Schwab Advisor Services  August 2007 - Present
LarsonAllen Financial   March 2004 - August 2007
RBC Capital Markets  2000 - 2004
RBC Dain Rauscher   1996 - 2000

Education
St. Cloud State University   1994 — 1996
BS, Management

University of Minnesota Duluth   1990 — 1993

Danielle Bley Danielle Bley Greater Minneapolis-St. Paul Area Details
Danielle Bley's RBC Dain Rauscher Experience July 2006 - May 2007
Job Finance Director at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group  May 2013 - Present
UnitedHealth Group  June 2011 - May 2013
UnitedHealth Group  May 2007 - June 2011
RBC Dain Rauscher   July 2006 - May 2007
RBC Dain Rauscher   2005 - 2006

Skills
Essbase, Financial Analysis, Financial Modeling, Strategic Financial..., Forecasting, Hyperion Enterprise, Process Improvement, Financial Reporting, Variance Analysis, PeopleSoft, Acquisition Integration, Budgets, Capital Budgeting, Sarbanes-Oxley Act, Accounting, Strategy, Finance, Managerial Finance, Financial Forecasting, Team Leadership

Education
University of Minnesota - Carlson School of Management   2004 — 2007
MBA, Business Administration

North Dakota State University   1997 — 2000
BS, Business Administration

Neal Bailey Neal Bailey Greater Seattle Area Details
Neal Bailey's RBC Dain Rauscher Experience September 2002 - February 2004
Job NW Region Sales Manager at CentiMark Corporation
Industry Construction
Experience
CentiMark Corporation  June 2013 - Present
Centimark Corp.   March 2004 - May 2013
RBC Dain Rauscher   September 2002 - February 2004
Hertz Equipment Rental  1999 - 2002

Skills
Contract Negotiation, Construction, Process Scheduler, Budgets, Contractors, Team Building, New Business Development, Project Estimation, Project Management, Strategic Planning, Construction Management, Renovation, Sales, Green Building, Project Planning

Education
Northern Arizona University   1989 — 1991
BSBA, Hospitality Administration

University of Arizona   1986 — 1989
Bachelor's degree, Business Administration

Joan Schroeder Joan Schroeder Greater Seattle Area Details
Joan Schroeder's RBC Dain Rauscher Experience 1996 - 2005
Job Associate General Counsel at Davidson Companies
Industry Financial Services
Experience
Davidson Companies  October 2005 - Present
RBC Dain Rauscher   1996 - 2005
Dorsey & Whitney LLP  1993 - 1996
8th Circuit   1992 - 1993

Skills
Employment Law, Litigation, Commercial Litigation, Arbitration

Education
University of Iowa College of Law   1989 — 1992
J.D., Law

Southern Illinois University, Edwardsville
B.S., Special Education

Mary Ann Phillips Mary Ann Phillips Dallas/Fort Worth Area Details
Mary Ann Phillips's RBC Dain Rauscher Experience August 1999 - October 2001
Job HireGenics, Inc. Program Manager
Industry Telecommunications
Experience
HireGenics, Inc.   April 2015 - Present
Samsung Telecommunications America  April 2013 - Present
Fujitsu Network Communications  September 2011 - Present
Nokia  April 2012 - April 2013
Blackberry Mobiles (RIM)   February 2009 - October 2011
Nokia  March 2008 - January 2009
PepsiCo  June 2007 - March 2008
Jack Henry & Associates  May 2004 - July 2007
RBC Dain Rauscher   August 1999 - October 2001

Skills
Contract Negotiation, Taleo, Talent Acquisition, Applicant Tracking..., Recruiting

Education
Southeastern Oklahoma State University
Business

Southeastern Oklahoma State University

Luis Couto Luis Couto Greater New York City Area Details
Luis Couto's RBC Dain Rauscher Experience 1999 - 2002
Job Director of Sales at Bluenog Corp
Industry Computer Software
Experience
Bluenog Corp  January 2015 - Present
Microdesk  July 2004 - November 2014
UBS  2002 - 2004
RBC Dain Rauscher   1999 - 2002

Skills
Construction, Contract Negotiation, Business Development, Change Management, BIM, Solution Selling, Project Management, New Business Development, Submittals, Leadership, CRM, Consulting, Architecture, Strategic Planning, Revit, Architectural Design, Sales, CAD, Salesforce.com, Architectures, Construction Management, Project Planning, Enterprise Software, Program Management, SaaS, Management, Sales Management, Account Management, Cloud Computing, Strategy, Professional Services, Sales Process, Strategic Partnerships, Direct Sales

Education
Rutgers University-New Brunswick

Kori Knudsen Kori Knudsen Greater Minneapolis-St. Paul Area Details
Kori Knudsen's RBC Dain Rauscher Experience January 2001 - December 2004
Job .
Industry Financial Services
Experience
Hidden Hollow Vineyard & Nursery   2003 - Present
Robert Half Management Resources  October 2014 - February 2015
Black River Asset Management  October 2013 - December 2013
Black River Asset Management  October 2009 - March 2010
Deephaven Capital Management  October 2005 - April 2009
RBC Dain Rauscher   January 2001 - December 2004
RBC Dain Rauscher   April 1998 - January 2001
Wessels Arnold & Henderson, L.L.C.   April 1991 - April 1998

Skills
Project Management, Business Analysis, Strategic Planning, Compliance, Surveillance, Records Management, Data Processing, Business Process..., Procedure Development, Policy Writing, Employee Training, Human Resources, Securities Regulation, SEC regulations, MS Project, Microsoft Excel, MS Access

Education
University of St. Thomas, The Management Center   2000 — 2000
Certificate, Certified Project Manager

University of St. Thomas, The Management Center   1999 — 1999
Trainer 1 Series

Minnesota State University, Mankato
B.A., Industrial Organizational Psychology and Business Administration

Ann Roubik Ann Roubik Greater Minneapolis-St. Paul Area Details
Ann Roubik's RBC Dain Rauscher Experience April 2001 - October 2001
Job Director at Geek Partnership Society
Industry Financial Services
Experience
Geek Partnership Society   September 2009 - Present
Ameriprise Financial Services, Inc.   June 2009 - November 2012
Ameriprise Financial  December 2006 - March 2009
Ameriprise Financial  March 2003 - November 2006
The Disney Store  1993 - 2003
RBC Dain Rauscher   April 2001 - October 2001
Piper Jaffray  July 1999 - April 2001
Video Update Inc.  1996 - 1999
Pro Staff  1995 - 1996
Manpower  1994 - 1995

Skills
Leadership, Training, Customer Service, Recruiting, Series 7, Time Management, Management, Uniform Combined State..., Sales, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Budgets, Research, Strategy, Data Analysis, Human Resources, Outlook, Business Analysis, Cross-functional Team..., Social Media

Education
St. Catherine University   1985 — 1990
B.A., Biology

Mark Gregware Mark Gregware Greater Minneapolis-St. Paul Area Details
Mark Gregware's RBC Dain Rauscher Experience April 2007 - Present
Job Performance Consultant at RBC Wealth Management
Industry E-Learning
Experience
RBC Dain Rauscher   April 2007 - Present

Education
University of Minnesota-Twin Cities   2002 — 2004
Masters of Arts, Human Resources

Penn State University   1998 — 2002
Bachelor of Science, Psychology

Kent Sowell Kent Sowell Orange County, California Area Details
Kent Sowell's RBC Dain Rauscher Experience January 2007 - May 2007
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs  December 2012 - Present
Goldman Sachs  August 2009 - December 2012
Goldman Sachs  August 2007 - August 2009
KeyBanc Capital Markets  July 2006 - June 2007
RBC Dain Rauscher   January 2007 - May 2007
GE Commercial Finance  May 2006 - July 2006
Washington Mutual  June 2005 - August 2005

Skills
Valuation, Mergers & Acquisitions, Equities, Portfolio Management

Education
Southern Methodist University   2002 — 2006
BA, Philosophy

Southern Methodist University - Cox School of Business   2002 — 2006
BBA, Finance

Donna Lesnak Donna Lesnak Greater Chicago Area Details
Donna Lesnak's RBC Dain Rauscher Experience February 2000 - July 2005
Job Staff Accountant at Warady & Davis LLP
Industry Accounting
Experience
Warady & Davis LLP  January 2006 - Present
RBC Dain Rauscher   February 2000 - July 2005
ABN Amro  January 1995 - February 2000
The Chicago Corporation  June 1983 - January 1995

Skills
OTC, Tax Preparation, Fixed Assets, Financial Statements, Tax Accounting, Accounting, Tax Returns, Tax, Corporate Tax, Financial Accounting, QuickBooks

Education
Northern Illinois University   1979 — 1983
BS, Finance

Chris Ritchie Chris Ritchie Greater Minneapolis-St. Paul Area Details
Chris Ritchie's RBC Dain Rauscher Experience 2000 - 2003
Job Vice PresidentPhysician Reimbursement Strategies at UnitedHealthcare
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group  January 2010 - Present
UnitedHealth Group  January 2008 - December 2009
UnitedHealth Group  June 2003 - December 2007
RBC Dain Rauscher   2000 - 2003
Carlson Companies  1997 - 2000
Carlson Companies  1989 - 1997
US Bank  1984 - 1989

Education
Northwestern University - Kellogg School of Management   1982 — 1984
MBA, Finance, Accounting

University of Notre Dame   1976 — 1980
BS, Mechanical Engineering

David Bubas David Bubas Dallas/Fort Worth Area Details
David Bubas's RBC Dain Rauscher Experience March 1993 - May 1998
Job VP at FIG Partners, LLC
Industry Capital Markets
Experience
FIG Partners  April 2015 - Present
DISCERN  July 2009 - March 2015
Noble Financial Group   December 2007 - June 2008
PalmWest Capital Management   January 2004 - December 2007
Southwest Securities  July 2001 - January 2004
Stephens Inc.  June 1998 - July 2001
RBC Dain Rauscher   March 1993 - May 1998

Skills
Hedge Funds, Investments, Strategy, Capital Markets, Portfolio Management, Securities, Equities, Mutual Funds, Series 7, Management, Asset Management, Institutional Investors, Alternative Investments, Investment Management, Bloomberg, Series 63, Long/Short Equity, Trading, Series 65, New Business Development, Team Building, Strategic Planning, Negotiation, Equity Research, Financial Analysis

Education
Indiana University Bloomington

Ed Hagberg Ed Hagberg Greater Minneapolis-St. Paul Area Details
Ed Hagberg's RBC Dain Rauscher Experience June 1992 - October 2011
Job Operations Analyst at AgriBank (St. Paul, MN)
Industry Computer Networking
Experience
AgriBank (St. Paul, MN)   September 2012 - Present
RBC Dain Rauscher   June 1992 - October 2011
Musicland  July 1982 - May 1992
Lutheran Brotherhood  September 1981 - June 1982

Skills
JCL, MVS, Mainframe, Disaster Recovery, Visio, CICS, Unix, Troubleshooting, Endeavor, TSO, DB2, COBOL, IBM Mainframe, Vendor Management, Servers, ZEKE, OPCA, SDSF, JES2, Endevor, Peregrine, Universal Command, NDM, IMS, Word, Excel, FTP, ISPF, RACF, Control-M, DCMS, SFTP, Cherwell

Education
Control Data Institute   1980 — 1981
Yes, Computer Programming and Operations

Macalester College   1978 — 1980
No, Business and Economics

Garrett Wilson Garrett Wilson Greater Minneapolis-St. Paul Area Details
Garrett Wilson's RBC Dain Rauscher Experience September 1996 - May 1999
Job Integrity Senior Marketing Product Manager at Marvin Windows and Doors
Industry Marketing and Advertising
Experience
Marvin Windows and Doors  March 2010 - Present
Marvin Windows and Doors  September 2006 - March 2010
Marvin Windows and Doors  September 2004 - September 2006
Marvin Windows and Doors  September 2003 - September 2004
Retek, Inc. & Science, Inc.   June 2001 - August 2001
GE Fleet Services  January 2001 - May 2001
SunGard Data Systems  May 1999 - May 2000
RBC Dain Rauscher   September 1996 - May 1999

Skills
Product Development, Public Relations, Integrated Marketing, Product Marketing, Brand Development

Education
University of Minnesota - Carlson School of Management   2000 — 2002
M.B.A., Marketing; Strategic Management

Skidmore College   1989 — 1993
B.A., Government/History with concentration in American Studies

The Blake School   1981 — 1989

Elizabeth Pendleton Elizabeth Pendleton Greater Boston Area Details
Elizabeth Pendleton's RBC Dain Rauscher Experience March 2005 - December 2005
Job Financial Services Professional
Industry Financial Services
Experience
Northwestern Mutual  March 2012 - Present
Integrated Financial Partners  January 2006 - July 2007
RBC Dain Rauscher   March 2005 - December 2005
Bear Stearns  June 2004 - January 2005
Vis-a-Vis  June 2002 - August 2002
Rotary Sunshine Camp   January 1999 - January 2002
Morgan Stanley  June 2001 - August 2001

Education
Middlebury College   1999 — 2003
BA, Political Science/American Literature

The University of Queensland   2000 — 2001

Suffolk University Law School

Derrick Skogsberg Derrick Skogsberg Dallas/Fort Worth Area Details
Derrick Skogsberg's RBC Dain Rauscher Experience June 2003 - June 2005
Job Chairman & CEO at Tenet Financial Group
Industry Financial Services
Experience
Tenet Financial Group   October 2008 - Present
FranFund, Inc.   January 2004 - October 2008
RBC Dain Rauscher   June 2003 - June 2005
Cargill  June 1996 - March 2003

Skills
Franchise Consulting, Small Business, Franchising, New Business Development, Entrepreneurship, Skilled Communicator, Qualified Retirement..., Budgets, Business, Business Coaching, Business Development, Business Planning, Coaching, Executive Management, Finance, Financial Services, Funding, Lead Generation, Leadership, Loans, Management Consulting, Marketing, Marketing Strategy, Mergers & Acquisitions, Sales, Selling, Start-ups, Strategic Partnerships, Time Management, Training, Consulting, Strategy, Management, Venture Capital, Exit Strategies, Business Strategy, P&L Management

Education
University of St. Thomas - Opus College of Business   2001 — 2003
MBA, Business Administration

South Dakota State University   1993 — 1996
Bachelors, Ag Business

Donald Heichert Donald Heichert Greater Minneapolis-St. Paul Area Details
Donald Heichert's RBC Dain Rauscher Experience
Job Business Applications Training and Support Associate, RBC Wealth Management
Industry Financial Services
Experience
RBC Dain Rauscher  

Education
St. Cloud State University   1991 — 1993
Bachelor's degree, Mass Communication/Media Studies, 3.25

Victor Ivanov Victor Ivanov New York, New York Details
Victor Ivanov's RBC Dain Rauscher Experience April 2008 - August 2009
Job Product Controller, FIC Credit
Industry Financial Services
Experience
RBC Capital Markets  June 2014 - Present
RBC Capital Markets  January 2012 - June 2014
RBC Capital Markets  August 2009 - January 2012
RBC Dain Rauscher   April 2008 - August 2009

Skills
Fixed Income, Bloomberg, Middle Office, Back Office, Securities, Business Analysis, Options, Settlement, Data Analysis, Databases, Data Warehousing, Project Management, Relationship Management, ICI Impact, Reference Data, Reference Data Mastering, Fixed Income Instrument..., Exception Management, Broadridge Impact, Trading Systems, Wealth Management, Banking, Electronic Trading, Bloomberg Terminal, Capital Markets, Equities

Education
Sofia High School Of Mathematics   1997 — 2001
High School, Mathematics

Macalester College
Bachelor's Degree, Economics

Jill Ullanderson Jill Ullanderson Greater Minneapolis-St. Paul Area Details
Jill Ullanderson's RBC Dain Rauscher Experience 1997 - 2000
Job Product Director at Optum
Industry Health, Wellness and Fitness
Experience
Optum  January 2009 - Present
Medical Arts Press, a Staples company   2004 - 2007
The John Adams Institute   2002 - 2003
American Identity  2000 - 2001
RBC Dain Rauscher   1997 - 2000
Group II Communications  1994 - 1997

Education
North Park University   1990 — 1994

danielle chiolo danielle chiolo Greater New York City Area Details
danielle chiolo's RBC Dain Rauscher Experience July 2002 - April 2003
Job International Affairs Professional
Industry International Affairs
Experience
New Jersey/Italy Trade Council   July 2009 - March 2011
KM Engineering   September 2005 - December 2008
KM ENGINEERING   September 2005 - December 2008
KM Engineering   January 2004 - August 2005
Private Tutor  April 2003 - December 2003
RBC DAIN RAUSCHER   July 2002 - April 2003

Education
Ramapo College of New Jersey   1998 — 2001
bachelors, International Studies, Italian, Business Management/Marketing

Ramapo College of New Jersey
Bachelor of Arts Degree, International Studies Major

Daniel Gillespie Daniel Gillespie Dallas/Fort Worth Area Details
Daniel Gillespie's RBC Dain Rauscher Experience May 2009 - September 2009
Job Associate Director at ORIX Corporate Capital
Industry Venture Capital & Private Equity
Experience
ORIX Corporate Capital  May 2015 - Present
ORIX Corporate Capital  May 2013 - April 2015
ORIX Corporate Capital  June 2010 - May 2013
The Zucker Group   October 2009 - February 2010
UBS  April 2009 - January 2010
RBC Dain Rauscher   May 2009 - September 2009
Americo Life, Inc.   May 2008 - August 2008

Skills
Alternative Investments, Venture Capital, Hedge Funds, Investments, Portfolio Management, LBO, Fund Of Funds, Bloomberg, Capital, Investment Banking, Private Equity, Funding, Structured Finance, Due Diligence, Financial Modeling, Corporate Finance, Loans, Mutual Funds, Valuation

Education
Southern Methodist University - Cox School of Business   2006 — 2010
BA, Finance with Alternative Asset Specialization, Economics

Janeane Turner Janeane Turner Greater Minneapolis-St. Paul Area Details
Janeane Turner's RBC Dain Rauscher Experience April 2000 - October 2000
Job Marketing at TASC
Industry Marketing and Advertising
Experience
Total Administative Services Corporation (TASC)   September 2009 - Present
Acclaim Benefits, LLC/Stanton Group   October 2000 - September 2009
RBC Dain Rauscher   April 2000 - October 2000

Skills
Marketing Strategy, Social Media Marketing, B2B, Email Marketing, Advertising, Event Planning, Public Relations, Social Networking, Marketing Management, Online Marketing, Editing, Management, Sales, Account Management, Leadership, Strategic Planning, Employee Benefits

Education
Metropolitan State University
Bachelors of Science, Marketing

Chris Trainer, MBA Chris Trainer, MBA Greater Minneapolis-St. Paul Area Details
Chris Trainer, MBA's RBC Dain Rauscher Experience November 2001 - February 2008
Job at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  November 2009 - Present
RBC Capital Markets  March 2008 - June 2008
RBC Dain Rauscher   November 2001 - February 2008
Dain Rauscher  November 1995 - June 1999

Skills
Data Analysis, Fixed Income, FINRA, Equities, Structured Products, Brokerage Operations, Finra Compliance, TRACE, TRAQS, MSRB, Financial Analysis, Prime Brokerage, Delivery vs Payment..., Retail Trading

Education
University of St. Thomas - Opus College of Business   2005 — 2008
MBA, Finance

University of Northern Iowa   1991 — 1993
BA, Economics

North Iowa Area Community College

Darrell Moorhead Darrell Moorhead Wheeling, West Virginia Area Details
Darrell Moorhead's RBC Dain Rauscher Experience Branch MgrFerris, Baker Watts IncFebruary 1982 - March 2009
Job Branch Director at RBC Dain Rauscher
Industry Capital Markets
Experience
RBC Dain Rauscher   Branch MgrFerris, Baker Watts IncFebruary 1982 - March 2009

Education
Miami University   1971 — 1975
BA, Economics, Finance

Sheryl Wolk Sheryl Wolk Greater Minneapolis-St. Paul Area Details
Sheryl Wolk's RBC Dain Rauscher Experience September 1995 - June 1996
Job Clinical Research Administrator at Possis Medical
Industry Medical Devices
Experience
Possis Medical  Executive Assistant/BuyerAmerilab TechnologiesFebruary 2004 - November 2006
Alliancz Medical Consultants, P.A.   June 1997 - December 2003
Piper Jaffray  June 1996 - July 1997
RBC Dain Rauscher   September 1995 - June 1996

Education
Metropolitan State University
Bachelor of Arts, Multidisciplinary Studies

Karen Van Sloun Karen Van Sloun Greater Minneapolis-St. Paul Area Details
Karen Van Sloun's RBC Dain Rauscher Experience March 2000 - March 2008
Job Project Manager at TailWind Voice and Data
Industry Information Services
Experience
TailWind Voice and Data  May 2013 - Present
Tierney Brothers, Inc.   November 2012 - May 2013
Datalink Corporation  February 2011 - May 2012
Enventis  March 2008 - June 2009
RBC Dain Rauscher   March 2000 - March 2008
Ceridian Corporation  November 1978 - March 2000

Skills
Telecommunications, Project Management, Unified Communications, Process Improvement, Cisco Call Manager, Business Analysis, Change Management, VoIP, Data Center, Troubleshooting, Integration, Service Delivery, Telephony, Training, Product Management, Information Technology, Managed Services, Team Leadership, Networking

Education
Normandale Community College
Business Administration and Management, General

Philip Brooks Philip Brooks Dallas/Fort Worth Area Details
Philip Brooks's RBC Dain Rauscher Experience December 1990 - October 2007
Job First Vice President, Investments
Industry Financial Services
Experience
Raymond James  October 2007 - Present
RBC Dain Rauscher   December 1990 - October 2007
Smith Barney  June 1989 - December 1990
Merrill Lynch  November 1976 - June 1989

Skills
Series 7, Retirement Planning, Investments, Retirement, Finance, Securities, Mutual Funds, Investment Strategies, Wealth Management, Estate Planning, Asset Management, Investment Advisory, Mergers & Acquisitions, Series 63, Risk Management

Education
Southern Arkansas University   1970 — 1974
B.B.A. in Management, Business & Economics

Robert E Lee High School, Tyler, Texas   1967 — 1970
High School Diploma, General Studies

Molly Derebery-Brown Molly Derebery-Brown Oklahoma City, Oklahoma Area Details
Molly Derebery-Brown's RBC Dain Rauscher Experience May 2004 - October 2006
Job Claims Adjuster at Consolidated Benefits Resources
Industry Insurance
Experience
Consolidated Benefits Resources   November 2013 - Present
Taylor, Lucas, Locke & Corbin   February 2013 - November 2013
Crowe & Dunlevy  May 2011 - February 2012
Oak Hills Securities/Avondale Investments   November 2006 - April 2010
RBC Dain Rauscher   May 2004 - October 2006
Stillwater National Bank  April 2000 - May 2004

Skills
Series 7, Series 66, Series 24, Human Resources, Finance, Litigation, Securities, Uniform Combined State..., Credit, Management, Software Documentation

Education
Oklahoma City University   1988 — 1991
BS, Elementary Education

Sarah M. Smith, CFE, CRCP Sarah M. Smith, CFE, CRCP Birmingham, Alabama Area Details
Sarah M. Smith, CFE, CRCP's RBC Dain Rauscher Experience 2000 - 2008
Job Control Division Manager Operations, SVP at Clearing Broker Dealer
Industry Financial Services
Experience
Clearing Broker/Dealer   November 2014 - Present
BMO Financial Group  October 2013 - October 2014
BMO Capital Markets  July 2012 - October 2013
Advantage Futures  February 2011 - July 2012
FINRA  January 2008 - February 2011
RBC Dain Rauscher   2000 - 2008
Speedway SuperAmerica LLC  June 1995 - October 2000

Skills
FINRA, Financial Risk, Risk Management, Finance, Securities, Internal Controls, Internal Audit, Accounting, Account Reconciliation, Leadership, Financial Regulation, Fraud, AML, Financial Services, Due Diligence

Education
University of Pennsylvania - The Wharton School
CRCP Program - FINRA Institute at Wharton

College of St. Catherine
Bachelor of Arts, Accounting and Marketing/Management

Ron Boyles Ron Boyles Portland, Oregon Details
Ron Boyles's RBC Dain Rauscher Experience 2004 - 2006
Job Senior Complex Service Manager, First Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management  2010 - Present
Smith Barney  2006 - 2010
RBC Dain Rauscher   2004 - 2006

Education
Oregon State University
Master of Business Administration (M.B.A.), Business Administration and Management, General

Oregon State University
Bachelor's degree, Kinesiology and Exercise Science

Tracy Read Tracy Read Cedar Rapids, Iowa Area Details
Tracy Read's RBC Dain Rauscher Experience 2000 - 2003
Job Office Manager at Syncbak, Inc.
Industry Entertainment
Experience
Syncbak, Inc.   May 2010 - Present
Linn-Mar School Foundation   September 2009 - May 2010
Linn-Mar Community School District  November 2008 - May 2010
EPS  January 2003 - October 2008
RBC Dain Rauscher   2000 - 2003
Entre Information Systems  1997 - 2000

Skills
Marketing, Event Planning, Management, Administrative..., Sales, Budgets, Research, Project Planning, Social Networking, Public Relations, Social Media, Social Media Marketing

Education
Mount Mercy College   1993 — 1997
BA, Marketing and Management

Stephanie Kircher Stephanie Kircher Greater Minneapolis-St. Paul Area Details
Stephanie Kircher's RBC Dain Rauscher Experience 1992 - 2002
Job VP, Assistant Chief Compliance Officer at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services  November 2011 - Present
Transamerica Retirement Management  2006 - 2010
Thrivent Investment Management   2002 - 2006
RBC Dain Rauscher   1992 - 2002

Education
Mount Mary University   1983 — 1985
BA, Business Administration/Finance

Eileen Diana Eileen Diana Greater Philadelphia Area Details
Eileen Diana's RBC Dain Rauscher Experience July 2004 - May 2005
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank  June 2009 - July 2011
Deutsche Bank  August 2008 - May 2009
Bear Stearns  November 2006 - July 2008
JPMorgan Chase  June 2005 - August 2006
RBC Dain Rauscher   July 2004 - May 2005

Skills
Trading, Microsoft Excel, Microsoft Word, Client Relations Skills, DTC, Gems, Euroclear, Gloss

Education
Pace University - Lubin School of Business
BA

Joyce Pandak Barrett Joyce Pandak Barrett Greater Chicago Area Details
Joyce Pandak Barrett's RBC Dain Rauscher Experience September 2007 - February 2008
Job Accounts Payable Manager / Payroll Manager / Accountant at Cricket Media
Industry Publishing
Experience
Carus Publishing, Cricket Magazine Group, Cobblestone Publishing   July 2009 - Present
RBC Dain Rauscher   September 2007 - February 2008
Morgan Stanley Smith Barney  March 2000 - August 2007

Skills
Microsoft Office, Accounting, General Ledger, Financial Analysis, Process Improvement, Microsoft Excel, Time Management, Financial Reporting, Forecasting, Payroll, Employee Benefits, Budgets, Cash Flow, Accounts Payable, Auditing, Customer Service

Education
Purdue University   1975 — 1980
BA, Education and Public Relations

Gavit

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