RBC Dain Rauscher

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RBC Dain Rauscher Employees

Employee
Years
Job
Industry
Marc Schindler Marc Schindler Houston, Texas Area Details
Marc Schindler's RBC Dain Rauscher Experience July 1998 - May 2004
Job Owner, Pivot Point Advisors, LLC
Industry Investment Management
Experience
Pivot Point Advisors   February 2004 - Present
RBC Dain Rauscher   July 1998 - May 2004
Prudential Financial  April 1994 - July 1998
Oppenheimer & Co.   June 1990 - April 1994

Skills
Retirement Planning, College Savings Plans, Asset Management, Estate Planning, Strategic Financial..., Wealth Management, Asset Managment, Investment Management, Retirement, Financial Advisory, Stocks, Project Planning, Investments, Portfolio Management, Asset Allocation, Art Collecting Advisor, Business Planning, Equities, Small Business, Risk Management, Finance, Trading, Financial Analysis

Education
The University of Texas at Austin   1983 — 1987
International Business, Finance

Bellaire High School   1979 — 1983

Mark Hanlon Mark Hanlon Greater Minneapolis-St. Paul Area Details
Mark Hanlon's RBC Dain Rauscher Experience June 2001 - December 2008
Job Senior Business Systems Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  November 2013 - Present
RBC Wealth Management US   January 2009 - November 2012
RBC Dain Rauscher   June 2001 - December 2008
Dain Rauscher  June 1996 - June 2001
SunGard  January 1993 - May 1996

Skills
Visio, Mutual Funds, Fixed Income, Securities, Asset Allocation, Wealth Management, Strategic Financial..., Business Analysis, Financial Modeling, Portfolio Management, Equities, Retirement Planning, Investments, Risk Management, Investment Advisory, Financial Services

Education
Cambridge University   1974 — 1977
M.A., Geography

King's Cathedral Grammar School, Peterborough, UK   1966 — 1973

Jon Schlumpberger Jon Schlumpberger Minneapolis, Minnesota Details
Jon Schlumpberger's RBC Dain Rauscher Experience 2000 - 2006
Job BCM Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management  2006 - Present
RBC Dain Rauscher   2000 - 2006
Dain Rauscher  1996 - 2000
Methodist Hospital  1988 - 1996

Skills
Financial Markets, Training, Leadership, Economics, Options

Education
University of Minnesota-Twin Cities   1987 — 1991
Bachelor's degree, Economics

Linda Maleitzke Linda Maleitzke Greater Minneapolis-St. Paul Area Details
Linda Maleitzke's RBC Dain Rauscher Experience May 2005 - January 2006
Job Communications Specialist and Intern Program Administrator at MnTAP, University of Minnesota
Industry Marketing and Advertising
Experience
MnTAP   November 2012 - Present
University of Minnesota  September 2008 - November 2012
Minnesota Council on Economic Education, University of Minnesota   January 2007 - July 2008
IC System  February 2006 - January 2007
MC2 Consulting, Inc.   July 2001 - February 2006
RBC Dain Rauscher   May 2005 - January 2006
Hallberg Engineering  2004 - 2004
Smarte Carte, Inc.   November 1997 - June 2001
American Express Financial Advisors  July 1990 - September 1995

Skills
Marketing Communications, Strategic Communications, Event Planning, Editing, Press Releases, Newsletters, Public Relations, Marketing, Nonprofits, Training, Public Speaking, Brand Management, Graphic Design, Project Management, Journalism, Publications, Grant Writing, Project Planning, Content Development

Education
University of Minnesota - Carlson School of Management   1984 — 1987
Bachelor of Science (BS), Marketing and Finance emphasis; Economics minor

Michelle Dahl Michelle Dahl Greater Minneapolis-St. Paul Area Details
Michelle Dahl's RBC Dain Rauscher Experience 1999 - 2001
Job National Banking & Securities Marketing Lead at Deloitte Services LP
Industry Financial Services
Experience
Deloitte Services LP  September 2015 - Present
Deloitte Services LP  December 2010 - Present
RBC Capital Markets  January 2006 - April 2009
RBC Capital Markets  2002 - 2005
RBC Dain Rauscher   1999 - 2001
Dain Rauscher  January 1998 - June 1999
Dain Bosworth  1995 - 1997

Skills
Marketing Strategy, Marketing, Market Research, Marketing Communications, Advertising, Media Relations, Business Development, Product Marketing, Strategic Planning, Competitive Analysis, Strategic Communications, Sponsorship, Project Management, Management, Strategy, Leadership

Education
University of Minnesota Duluth   1991 — 1995
Honors B.A. - Business Admin., Marketing

University of Minnesota-Duluth   1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing

Lisa Oberender Maas Lisa Oberender Maas Austin, Texas Area Details
Lisa Oberender Maas's RBC Dain Rauscher Experience June 1990 - May 1992
Job Registered Sales Assistant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc.  November 2012 - Present
RBC Wealth Management  May 1992 - November 2012
RBC Dain Rauscher   June 1990 - May 1992
A.G. Edwards & Sons, Inc.   September 1986 - June 1990

Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., ETFs, Investments, Investment Policy..., Series 63, Uniform Combined State..., Asset Allocation, Finance, Equity Trading, Wealth Accumulation, Stocks, 401k Rollovers, Trading, Options, Retirement, IRAs, High Net Worth..., 401k, Separately Managed..., Wealth Management...

Education
The University of Texas at Austin   1985 — 1986

Westwood High School   1983 — 1985
Diploma

Ramstein American High School   1981 — 1983

Dennis Conway Dennis Conway Greater Philadelphia Area Details
Dennis Conway's RBC Dain Rauscher Experience September 2003 - March 2005
Job Managing Director at Huntington Bank
Industry Capital Markets
Experience
Huntington National Bank  October 2014 - Present
EverBank Commercial Finance  September 2013 - October 2014
UniCredit Corporate & Investment Banking   June 2007 - April 2013
SunTrust Robinson Humphrey  March 2005 - June 2007
RBC Dain Rauscher   September 2003 - March 2005
National City Bank  September 2001 - September 2003
Bank One  February 1999 - September 2001
JP Morgan  September 1993 - February 1999

Skills
Securitization, Banking, Structured Finance, Capital Markets, Securities, Structured Products, New Business Development, Relationship Management, Corporate Banking, Middle Market, Asset Based Lending, Cross Selling, Corporate Finance, Investor Relations, Business Planning, Marketing, Negotiation, BDCs, Forecasting, Financial Modeling, Credit, Financial Structuring, Treasury Management, Liquidity Solutions, CLO, ABCP, Financial Analysis, ABS, Portfolio Management, Fixed Income, Commercial Banking, Derivatives, Bonds, Investment Banking, CDO, Global Client Management, Leveraged Finance, Bloomberg, MBS, Credit Derivatives, Finance, Risk Management, Management, Asset Management, Credit Risk

Education
University of Delaware   1989 — 1993
BA, Economics

Seth Henriksen Seth Henriksen Greater Minneapolis-St. Paul Area Details
Seth Henriksen's RBC Dain Rauscher Experience October 1997 - May 2000
Job Director of Sales at Griffin International Companies, Inc.
Industry Retail
Experience
Griffin International Companies, Inc.   June 2015 - Present
Advance Auto Parts  March 2013 - March 2015
Best Buy  July 2012 - February 2013
Best Buy  November 2009 - June 2012
Best Buy  July 2005 - November 2009
Best Buy  May 2002 - July 2005
Best Buy  July 2000 - May 2002
RBC Dain Rauscher   October 1997 - May 2000

Skills
Cross-functional Team..., P&L Management, Retail, Forecasting, Pricing, Strategy, Inventory Management, Management, Merchandising, Customer Experience, Profit, Product Development, Vendor Management, Budgets, Sales Management, Sales, Consumer Electronics, P&L, Leadership, Pricing Strategy, Demand Planning, Store Management, Inventory Control, Big Box, Merchandise Planning, Product Management, Negotiation, Supply Chain, Income Statement, Planograms, Competitive Analysis, Sales Operations, People Development, Driving Results, Marketing, Global Sourcing, Loss Prevention, Store Operations, Service Plans, Assortment Planning, International Business, Buying, Budgeting, Home Appliances, Warranty, Assortment, Strategic Planning

Education
University of Minnesota - Carlson School of Management   1996 — 2000
Bachelor of Science (B.S.), Marketing - Major, Finance - Minor

Scott D. Horner Scott D. Horner Phoenix, Arizona Area Details
Scott D. Horner's RBC Dain Rauscher Experience July 1996 - January 2000
Job Designated Registered Principal, Financial Advisor & Branch Manager at First Allied Securities
Industry Financial Services
Experience
First Allied Securities  June 2005 - Present
Round Hill Securities  January 2000 - June 2005
RBC Dain Rauscher   July 1996 - January 2000

Skills
Retirement Planning, 401k Rollovers, Investments, Stocks, Strategic Financial..., Asset Allocation, Insurance, Variable Annuities, Investment Advisory, Alternative Investments, Fixed Annuities, Mutual Funds, 401k, Retirement, Wealth Management, Series 24, Series 63, IRAs, Asset Management, Securities, Life Insurance, 529 Plans, Term Life Insurance, Series 7, ETFs, Health Insurance, Long Term Care Insurance, Financial Advisory, Long-term Care, Series 65, Financial Planners, Finance, FINRA, Investment Strategies, Disability Insurance, Portfolio Management, Uniform Combined State..., Financial Services, Annuities, IRA's, Financial Planning

Education
University of Arizona   1988 — 1990
Finance, Business

Peggy Quirk Peggy Quirk Greater Minneapolis-St. Paul Area Details
Peggy Quirk's RBC Dain Rauscher Experience July 1989 - August 1990
Job
Industry Human Resources
Experience
Medtronic, Inc.   October 2014 - Present
RespirTech  April 2014 - October 2014
Quirk Talent Solutions, LLC   November 2004 - October 2014
Dymedex Consulting   2013 - 2014
Art 2 Heart   September 2008 - July 2013
Medtronic  January 1992 - May 2002
General Mills  September 1991 - January 1992
RBC Dain Rauscher   July 1989 - August 1990

Skills
Strategic Planning, Leadership Development, Executive Coaching, Organizational..., Medical Devices, Onboarding, Talent Acquisition, Compensation, Talent Development, Cross-functional Team..., Full-cycle Recruiting, Regulatory Affairs, Change Leadership, Executive Search, Start-ups, Applicant Tracking..., Talent Management, Biotechnology, Technical Recruiting, Career Development, Team Building, Strategic Thinking, Process Development, Mentoring, Recruitment/Retention, Life Sciences, Employee Engagement, Succession Planning, Organizational Design, Executive Management, Relationship Development, R&D, Product Development, Clinical, Lifesciences

Education
Stanford University Graduate School of Business   2015 — 2015
Managing Talent for Strategic Advantage

University of Minnesota-Twin Cities   1990 — 1992
MAIR/MAHR, Human Resources

University of Wisconsin-Whitewater   1982 — 1986
BBA, Management

Paula Phillippe Paula Phillippe Greater Minneapolis-St. Paul Area Details
Paula Phillippe's RBC Dain Rauscher Experience 1996 - 2003
Job SVP, HR, Communications and Community Relations at Blue Cross Blue Shield MN
Industry Hospital & Health Care
Experience
Blue Cross and Blue Shield of Minnesota  August 2013 - Present
Fairview Health Services  October 2012 - July 2013
Fairview Health Services  January 2008 - July 2013
Fairview Health Services  August 2010 - October 2012
Marquette Financial Companies  2004 - 2008
RBC Dain Rauscher   1996 - 2003

Skills
Onboarding, Talent Management, Leadership Development, Employee Engagement, Organizational..., Performance Management, Employee Relations, Succession Planning, Talent Acquisition, Human Resources, HRIS, Benefits Administration, Organizational..., Change Management, Employee Benefits, Deferred Compensation, Labor Relations

Education
University of Minnesota - Carlson School of Management
MAIR, Industrial Relations, Human Resources

University of Minnesota-Twin Cities
BA Psychology

Robyn Schroder Robyn Schroder Greater Minneapolis-St. Paul Area Details
Robyn Schroder's RBC Dain Rauscher Experience June 2006 - March 2007
Job at
Industry Financial Services
Experience
UnitedHealth Group  March 2013 - Present
UnitedHealth Group  March 2010 - March 2013
UnitedHealth Group  March 2009 - March 2010
UnitedHealth Group  March 2007 - March 2009
RBC Dain Rauscher   June 2006 - March 2007
RBC Dain Rauscher   November 2005 - June 2006

Skills
Financial Modeling, Analysis, Forecasting, Essbase, Account Reconciliation, Analytics, Business Process..., Employee Benefits, Financial Analysis, Finance, Financial Reporting, Management, Managerial Finance, Process Improvement, Program Management, Software Documentation, Strategic Financial..., Valuation, Variance Analysis

Education
St. Cloud State University   2000 — 2004
Bachelor of Science, Business Finance

Owatonna High School   1996 — 2000

Luke Morrow Luke Morrow Dallas/Fort Worth Area Details
Luke Morrow's RBC Dain Rauscher Experience 2000 - 2000
Job Sr. Regional Sales Manager at BeyondTrust
Industry Information Technology and Services
Experience
BeyondTrust  November 2014 - Present
NetIQ  February 2012 - July 2014
Blue Coat Systems  March 2011 - February 2012
Lumenate  2008 - 2011
TrustWave  2006 - 2007
McAfee  2002 - 2006
Morgan Stanley  2000 - 2002
RBC Dain Rauscher   2000 - 2000

Skills
HIPAA, Sarbanes-Oxley, PCI DSS, NERC, DIACAP, Strategic Planning, Solution Selling, Contract Negotiation, Business Modeling, DLP, SEIM, Information Security..., SaaS, Endpoint Security, Network Security, Identity Management, Access Control, Encryption, Virtualization, Cloud Computing, Disaster Recovery, Workflow Management, Workload Automation, Performance Management, NetIQ AppManager, Data Migration, FIM, Change Management, Long-term Customer..., IPS, Information Security, Security, Business Development, Enterprise Software, Account Management, Computer Security, Business Alliances, Cloud Security, Customer Service, Leadership, Partner Management, Sales Process, Sales Operations, Managed Services, Channel Partners, Professional Services, Networking, Vulnerability Management, Negotiation, Selling

Education
Texas A&M University-Commerce   1997 — 2001
Finance

St. Joseph's College
VCE, B.A.

Series 7 and 66 Licenses

Jim Ferrell Jim Ferrell San Antonio, Texas Area Details
Jim Ferrell's RBC Dain Rauscher Experience 1999 - 2004
Job President, Mesa Verde Capital LLC
Industry Investment Management
Experience
Mesa Verde Capital LLC   March 2013 - Present
Lowell and James LLC   January 2007 - March 2013
RBC Dain Rauscher   1999 - 2004
Oppenheimer & Co. (formerly Josephthal & Co.)   1993 - 1999
United States Air Force  January 1988 - February 1991

Skills
Financial Analysis, Financial Planning, Financial Reporting, Accounting, Financial Accounting, Account Management, Cost Analysis, Forecasting, Budgeting, General Ledger, Internal Controls, Financial Modeling, Accounts Receivable, Cash Flow, Accounts Payable, Corporate Finance, Cost Accounting, Financial Management, Cash Management, Due Diligence, Strategic Financial..., Budgets, Managerial Finance, Management, Finance, Portfolio Management, Cost Benefit, Investment Properties, Investments, Mergers, Asset Management, Investment Strategies, Risk Management, Banking, Analysis, Pricing, Business Planning, Sarbanes-Oxley Act, Start-ups, Business Process..., Process Improvement, Strategic Planning, Leadership, Business Analysis, Real Estate, Entrepreneurship, Business Strategy, Valuation, Business Development, Contract Negotiation

Education
Texas State University-San Marcos   1991 — 1993
BBA, Finance

New Braunfels High School   1983 — 1987
Diploma, Sports and Girls

Kyle Beatty Kyle Beatty Greater Minneapolis-St. Paul Area Details
Kyle Beatty's RBC Dain Rauscher Experience June 1989 - December 1995
Job Representative
Industry Financial Services
Experience
Fidelity Investments  June 2013 - Present
Edward Jones  February 2013 - May 2013
Retirement Planning and Education   May 2012 - January 2013
Portico Benefit Services (formerly ELCA Board of Pensions)   June 2005 - May 2012
Portico Benefit Services  2005 - 2012
US Bancorp  June 2004 - March 2005
Charles Schwab  June 2000 - June 2004
Wells Fargo  March 1998 - May 2000
Thrivent (formerly Lutheran Brotherhood)   January 1996 - March 1998
RBC Dain Rauscher   June 1989 - December 1995

Skills
Investments, Retirement, Insurance, Pensions, Budgeting, Compliance, Employee Benefits, Customer Relations, Strategic Planning, Financial Planning, Retirement Planning, Coaching, Wealth Management, Portfolio Management, Public Speaking, Finance, Fundraising, Customer Service, Leadership, Business Analysis, Strategic Financial..., Budgets, CRM, Cross-functional Team..., Mutual Funds

Education
University of Minnesota-Twin Cities   1984 — 1988
BA, Journalism

Tu Quach Tu Quach Greater Los Angeles Area Details
Tu Quach's RBC Dain Rauscher Experience July 2005 - June 2006
Job Experienced Strategist and Technology Professional
Industry Management Consulting
Experience
OnPrem Solution Partners  February 2014 - Present
Cognizant Technology Solutions  September 2012 - February 2014
Transmuto Group   March 2010 - August 2012
Acquity Group  October 2007 - March 2010
Honeywell International, Inc.   July 2006 - September 2007
Honeywell  2006 - 2007
Honeywell Aerospace  1999 - 2007
RBC Dain Rauscher   July 2005 - June 2006
Honeywell International  August 2004 - July 2005
Honeywell International  May 2003 - August 2004

Skills
Digital Strategy, Thought Leadership, Management Consulting, Six Sigma, Strategic Planning, Emerging Technologies, Cross-functional Team..., Entrepreneurship, Social Media, Usability, Customer Experience..., Digital Marketing, Digital Innovation, Business Development, Business Intelligence, Relationship Management, BPO, Infrastructure..., Program Management, Online Marketing, Integration, Leadership, Business Strategy, Strategy, Sales, Business Analysis, Management, Integrated Marketing, Project Management, Change Management, Analysis, Consulting, Project Planning, New Business Development, User Experience, Analytics, CRM, Product Management, Business Process..., E-commerce, SaaS, IT Strategy, Vendor Management, Forecasting, Strategic Partnerships, Start-ups, Competitive Analysis, Project Portfolio..., Enterprise Software, Business Process

Education
University of Illinois at Urbana-Champaign   2000 — 2003
Bachelor of Science

University of Illinois at Urbana-Champaign - College of Business   2000 — 2003
Bachelor of Science

University of Illinois at Urbana-Champaign - College of Business   2000 — 2003
Bachelor of Science

Rob Hensel Rob Hensel Greater Minneapolis-St. Paul Area Details
Rob Hensel's RBC Dain Rauscher Experience December 1983 - February 1999
Job Owner at Juice +
Industry Health, Wellness and Fitness
Experience
Juice+  2011 - Present
Urban Squash   November 2010 - Present
Riverbridge Partners   February 1999 - December 2009
RBC Dain Rauscher   December 1983 - February 1999
Muzak  June 1977 - December 1983

Skills
Investments, Business Development, Leadership, Strategic Financial..., Entrepreneurship, Fundraising, Investment Management, Real Estate, Sales, Small Business, Strategic Planning, Strategy, Financial Services, Start-ups, Retail, Management

Education
University of Minnesota-Twin Cities   1975 — 1977
BA

University of Denver   1973 — 1975
BA, Psychology

Blake High School   1967 — 1973

Jerry Kells Jerry Kells Manlius, New York Details
Jerry Kells's RBC Dain Rauscher Experience January 1989 - January 2006
Job Regional Account Executive at Equity Prime Mortgage
Industry Financial Services
Experience
Equity Prime Mortgage  February 2014 - Present
Flagstar Bank  September 2011 - January 2014
The Funding Source  October 2007 - August 2011
ProShred LLC   March 2006 - October 2007
RBC Dain Rauscher   January 1989 - January 2006
HSBC Bank  January 1983 - January 1989
Chase Lincoln Bank   January 1980 - January 1983

Skills
Mortgage Lending, Loans, Investments, Banking, Mortgage Banking, Financial Risk, Credit, Analysis, Loan Origination, Residential Mortgages, Team Building, Business Development, Funding, Underwriting, Refinance, FHA, Insurance, Credit Analysis, Commercial Banking, Fixed Income, Sales, Training, Finance, VA loans, USDA, Securities, Executive Management, Credit Risk, C Level Sales, Cold Calling, Financial Analysis, Risk Management, Strategic Planning, Real Estate, Territory Account..., Portfolio Management, Strategic Financial..., Asset Managment, Relationship Management, Territory, USDA Rural Housing, FHA financing, Pipeline Management, Reverse Mortgages, Commercial Lending, VA Loans, FHA Financing

Education
SUNY Cortland   1977 — 1981
Bachelors of Arts, Economics

State University of New York College at Cortland   1977 — 1981
Bachelors, Economics

Pittsford Mendon High School   1974 — 1977
Regents High School diploma

Curtis Olson Curtis Olson Greater Boston Area Details
Curtis Olson's RBC Dain Rauscher Experience June 1994 - September 1999
Job Head of Institutional Sales at MoneyGuidePro (PIEtech, Inc.)
Industry Financial Services
Experience
MoneyGuidePro (PIEtech, Inc.)   August 2015 - Present
C Sharp Group, LLC   November 2013 - July 2015
Symetra  March 2012 - October 2013
Sun Life Financial Distributors, Inc.   September 1999 - April 2012
Sun Life Financial  September 1999 - February 2009
MFS Investment Management  September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions   January 2000 - December 2002
RBC Dain Rauscher   June 1994 - September 1999
Scudder Investments  1988 - 1994
The Chicago Corporation  1987 - 1988

Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management

Education
University of Illinois at Urbana-Champaign   1982 — 1986
BA, Communications

aurora east high school   1979 — 1982

Sanjay Kawad Sanjay Kawad Greater Seattle Area Details
Sanjay Kawad's RBC Dain Rauscher Experience January 2002 - February 2005
Job Senior Technical Product Manager at Rightside
Industry Information Technology and Services
Experience
Rightside  June 2014 - Present
OpenMarket  June 2008 - February 2014
Qpass, Inc.   December 2005 - May 2008
PTC  February 2005 - December 2005
RBC Dain Rauscher   January 2002 - February 2005
Optical Solutions  March 2001 - June 2002
IBM Global Services  May 1999 - June 2001

Skills
SCRUM Management, RESTful APIs, Mobile, Agile Project Management, Mobile Solutions, Payment Processing, Photography, Software Lifecycle..., Full SDLC, Scrum, Agile, APIs, Agile Methodologies, Mobile Devices, Solutions Marketing, Quality Assurance, Payment Card Processing, Program Management, Mobile Technology, SDLC, SaaS, XML, Product Management, Web Applications, Testing, Web Services, Architectures, Java

Education
University of Minnesota-Twin Cities   1996 — 1999
Bachelor's Degree, Computer Science

University of Hawaii at Manoa   1991 — 1994
Master's Degree, Civil Engineering

Chuck Pechmann Chuck Pechmann Greater Minneapolis-St. Paul Area Details
Chuck Pechmann's RBC Dain Rauscher Experience 1998 - 2003
Job at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group  March 2010 - Present
Ameriprise Financial  2003 - March 2010
RBC Dain Rauscher   1998 - 2003
GMAC-RFC  1998 - 1998
Deluxe  1995 - 1997
Monsanto  1990 - 1994

Education
University of Minnesota - Carlson School of Management   1994 — 1996
EMBA

University of Wisconsin-Madison   1986 — 1990
PhD, MS, Materials Engineering

University of Minnesota-Twin Cities   1980 — 1985
BEng, Materials Engineering

Joel Bierbach Joel Bierbach Greater Minneapolis-St. Paul Area Details
Joel Bierbach's RBC Dain Rauscher Experience 2001 - 2003
Job Edward D. Jones, FA
Industry Financial Services
Experience
Singers in Accord   2011 - Present
Edward D. Jones   January 2014 - December 2014
Sherburne Enterprises, LLC   2011 - April 2013
University of Maryland University College  2009 - 2012
Quintiles Transnational - NovaQuest Division   2005 - 2009
Medlearn, Inc.   2003 - 2004
RBC Dain Rauscher   2001 - 2003
Experience  1990 - 2001

Skills
Leadership, Sales, Negotiation, Team Management, Strategic Planning, Cross-functional Team..., Account Management, Team Leadership, Project Management, Business Development, Business Strategy, Marketing Strategy, Sales Management, CRM, Change Management, Information Technology, Marketing, Management, Strategy, Recruiting, Analysis, Project Planning, Product Marketing, B2B, Marketing Management, Entrepreneurship, Contract Negotiation, Analytics, Social Media

Education
University of Maryland University College   2009 — 2012
MBA, Masters of Business Administration, 4.0

Webster University   1989 — 1990
BA, Media Communications

St. Olaf College   1984 — 1989
International Political Science and English

West Ottawa HS

Steve Condon Steve Condon Seattle, Washington Details
Steve Condon's RBC Dain Rauscher Experience January 1990 - January 1996
Job SVP Cohead Wealth Planning at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   April 2015 - Present
Central Bancorp  January 2008 - April 2015
The Corundum Group   January 2001 - April 2015
J.C. Bradford & Company   January 1996 - January 2000
RBC Dain Rauscher   January 1990 - January 1996

Education
University of Minnesota - Carlson School of Management   1983 — 1987
B.S.

Stephanie Gregoire Stephanie Gregoire Fargo, North Dakota Details
Stephanie Gregoire's RBC Dain Rauscher Experience April 1997 - January 2000
Job General Manager at Days Inn Hotel & Suites Airport Dome NDSU Location
Industry Hospitality
Experience
Days Inn Hotel & Suites  March 2011 - Present
United Healthcare  July 2010 - December 2010
Aflac  February 2010 - July 2010
Ameriprise Financial - Contracted through CDI IT Solutions   November 2000 - October 2009
RBC Dain Rauscher   April 1997 - January 2000
Robert W. Baird  February 1991 - April 1998

Education
Kaplan - Insurance courses   2010 — 2010
Insurance License

ITIL Foundation Version 3   2009 — 2009
ITIL version 3

The University of North Dakota   1981 — 1986
B.S., Management (May)/ Marketing (Dec)

Shellie Kurek Peters, CFP® Shellie Kurek Peters, CFP® Washington D.C. Metro Area Details
Shellie Kurek Peters, CFP®'s RBC Dain Rauscher Experience 2001 - 2002
Job Senior Advisor & Director of Financial Planning at Bridgewater Wealth & Financial Management
Industry Banking
Experience
Bridgewater Wealth & Financial Management  April 2013 - Present
Wilmington Trust  July 2010 - January 2013
on Sabbatical  April 2009 - July 2010
Deloitte Investment Advisory   September 2005 - April 2009
ETFidea, LLC   January 2002 - December 2004
RBC Dain Rauscher   2001 - 2002
Prudential Financial  1999 - 2001
Prudential  1994 - 1999

Skills
Plannning, Philanthropy, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Planning, Portfolio Management, Financial Planners, Wealth Management..., Investment Management, Banking, Life Insurance, Wealth Management, Risk Management, High Net Worth..., Estate Tax Planning, Trusts, Family Office, Succession Planning, Asset Protection, Leadership, Investments, Retirement, Mutual Funds, Management, Insurance, Wealth, Financial Services, Securities, Asset Management, Finance, Alternative Investments, Investment Advisory, Investment Strategies, Bonds, Pensions, Series 7, Managerial Finance, Equities

Education
Saint John Fisher College   1989 — 1993
BA, International

Liz Lindholm-Pederson Liz Lindholm-Pederson Minneapolis, Minnesota Details
Liz Lindholm-Pederson's RBC Dain Rauscher Experience May 1990 - July 2000
Job Indie Music Professional/Label Owner/Pianist/Composer/Educator
Industry Apparel & Fashion
Experience
Mad Hatter Records LLC   February 2007 - Present
Bryn Mawr Neighborhood Association   May 2011 - November 2013
Bank of Maple Plain   July 2000 - February 2009
RBC Dain Rauscher   May 1990 - July 2000

Skills
Singer/Songwriter, Band Leader, Direct Sales, Product Marketing, Social Media Marketing, Event Management, Human Resources..., Payroll Administration, Advertising, Non-profit..., Music Industry, Music, Social Media, Online Marketing, Entertainment, Recording, Public Speaking, Record Labels, Studio Recording, Composition, Stage

Education
Orono High School

University of Minnesota-Twin Cities

Douglas Rickart Douglas Rickart Greater Minneapolis-St. Paul Area Details
Douglas Rickart's RBC Dain Rauscher Experience October 1994 - December 1998
Job Division Director at Robert Half Financial Services 6123399001 douglas.rickart@roberthalffs.com
Industry Financial Services
Experience
Robert Half Financial Services   January 1999 - Present
RBC Dain Rauscher   October 1994 - December 1998
Piper Jaffray  July 1987 - October 1994
US Bank  December 1979 - July 1987

Skills
Commercial Banking, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Credit Analysis, Risk Analysis, Credit Risk, Hedge Funds, Talent Acquisition, Recruiting, Executive Search, Permanent Placement

Education
University of Minnesota-Twin Cities   1979 — 1983
BA

Jill Randel Jill Randel Greater Minneapolis-St. Paul Area Details
Jill Randel's RBC Dain Rauscher Experience February 2002 - January 2005
Job Financial services professional
Industry Financial Services
Experience
Gaulden & Associates, Ameriprise Financial   March 2012 - Present
Ameriprise Bank, FSB  July 2010 - July 2011
Ameriprise Bank, FSB  January 2008 - July 2010
Ameriprise Financial Services, Inc.   October 2006 - January 2008
Ameripirse Financial, Inc.   January 2005 - October 2006
RBC Dain Rauscher   February 2002 - January 2005
U.S. Bancorp Investments   August 2000 - May 2001
U.S. Bancorp Piper Jaffray   March 1999 - August 2000
Morgan Stanley  June 1998 - March 1999

Education
University of Minnesota-Twin Cities

Anne Leighton Anne Leighton Greater Minneapolis-St. Paul Area Details
Anne Leighton's RBC Dain Rauscher Experience July 2003 - July 2004
Job
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group  July 2004 - Present
RBC Dain Rauscher   July 2003 - July 2004
Evenium Group   October 2002 - July 2003
Williams Executive Search   July 2000 - March 2002
Todays Staffing  January 1996 - July 1999

Skills
Talent Acquisition, Full-cycle Recruiting, Interviewing, Sourcing, Taleo ATS, Compliance Management, Vendor Management, Coaching, Team Management, Virtual Teams, Team Building, Interviews, Recruiting, Taleo, SDLC, Sales, Onboarding

Education
University of Arizona
BS, Business Administration and Management, General

Courtney Glasper Courtney Glasper Chicago, Illinois Details
Courtney Glasper's RBC Dain Rauscher Experience July 2004 - May 2005
Job Experienced Finance and Pricing Professional
Industry Consumer Goods
Experience
Freelance  October 2013 - Present
Crown Imports, LLC  May 2013 - November 2013
SUPERVALU  March 2012 - May 2013
SUPERVALU  March 2010 - March 2012
Lifetouch Inc.  January 2008 - March 2010
AmeriGas  February 2007 - January 2008
General Mills  June 2005 - January 2007
RBC Dain Rauscher   July 2004 - May 2005

Skills
Cross-functional Team..., Management, Strategy, Forecasting, Leadership, Pricing, Pricing Strategy, Pricing Optimization, Competitive Analysis, Strategic Planning, Negotiation, Marketing, Business Strategy, Process Improvement, Analysis, Business Analysis, Data Analysis, Team Leadership, Retail, Financial Analysis, Finance, Merchandising, Financial Modeling

Education
University of Minnesota - Carlson School of Management   2001 — 2005
BSB, Finance

Eric Nealy Eric Nealy Greater Minneapolis-St. Paul Area Details
Eric Nealy's RBC Dain Rauscher Experience 1999 - 2006
Job Executive Director of Corporate Development at Imation (Nexsan, IronKey, Memorex)
Industry Computer Hardware
Experience
Imation  November 2010 - Present
MoneyGram International  March 2006 - December 2010
RBC Dain Rauscher   1999 - 2006

Skills
Strategy Development, Acquisition Analysis, M&A due diligence, Mergers & Acquisitions, Corporate Development, Business Strategy, Finance, Investments, Acquisitions, Divestitures, Strategic Planning, Capital Markets, Financial Services, Leadership, Negotiation, Financial Modeling, Acquisition Integration, Competitive Analysis, Capital Structure, Recapitalizations, Cross-border M&A, Due Diligence, Strategy, Business Valuation, Mergers, Financial Analysis, Start-ups, Strategic Partnerships, Valuation, Venture Capital, Executive Management, M&A experience, Corporate Finance, Private Equity, Business Development, Restructuring

Education
CFA Institute   2000 — 2002
Chartered Financial Analyst (CFA)

University of Minnesota - Carlson School of Management   1994 — 1998
BSB

Nancy Madson Nancy Madson Greater Minneapolis-St. Paul Area Details
Nancy Madson's RBC Dain Rauscher Experience February 2002 - January 2005
Job Organizational Development Leadership | Leadership and Life Coach
Industry Management Consulting
Experience
North Memorial Health Care  April 2015 - Present
Madson Consulting Group, LLC   April 2007 - Present
Allianz Life  January 2005 - March 2007
RBC Dain Rauscher   February 2002 - January 2005
The Madson Consulting Group   1999 - 2002
The Employers' Association  1997 - 1998
Bachman's  1990 - 1997
Fredrikson & Byron  1986 - 1989
Best Products Company, Inc   1985 - 1986
Dorsey & Whitney LLP  1984 - 1985

Skills
Coaching, Life Coaching, Life Transitions, Lifestyle Coaching, Career Assessment, Career Transitioning, Career Development..., MBTI Certified, Strong Interest..., Ridge People Skills, Zenger Miller, Human Synergistics LIfe..., StrengthsFinder, Stages of Change, Leadership Development, Team Leadership, Mentoring, Team Building, Leadership, Career Counseling, Executive Coaching, Organizational..., Staff Development, Strategy, Workshop Facilitation, Emotional Intelligence, Personnel Management, 360 Feedback, Executive Development, Human Resources

Education
University of Minnesota-Twin Cities
B.S.

Pete Schouweiler Pete Schouweiler Orlando, Florida Area Details
Pete Schouweiler's RBC Dain Rauscher Experience 1996 - 1999
Job CFO
Industry Legal Services
Experience
First-Choice Reporting & Video   November 2009 - Present
TouchPointe  June 2006 - May 2009
Agriliance  November 2004 - June 2006
Thrivent Financial  May 2002 - September 2004
IMI Bevore Solutions   May 2001 - December 2001
Ceridian  December 2000 - May 2001
GMAC ResCap  1999 - 2001
RBC Dain Rauscher   1996 - 1999
Ameriprise Financial Services, Inc.   June 1982 - January 1995

Skills
Strategic Planning, Process Improvement, Change Management, Business Analysis, Project Management, Due Diligence, Management Consulting, Negotiation, Accounting, Business Development, Contract Negotiation, Financial Analysis, Financial Reporting, Start-ups, Finance, ERP

Education
University of St. Thomas   1985 — 1988
Master of Business Administration (MBA), New Venture Strategies

University of Minnesota-Twin Cities   1979 — 1982
Bachelor of Science (BS), Accounting

Keith von Schmidt-Pauli Keith von Schmidt-Pauli Greater Minneapolis-St. Paul Area Details
Keith von Schmidt-Pauli's RBC Dain Rauscher Experience February 2007 - March 2008
Job MBA, PMP, CMQ/OE
Industry Information Technology and Services
Experience
VSP Consulting, Inc.   2004 - Present
Jostens  February 2015 - Present
Group O  April 2014 - November 2014
3M Health Care  November 2013 - April 2014
Red Sky Consulting  June 2013 - July 2013
Ameriprise Financial Services, Inc.   April 2013 - June 2013
Wells Fargo  2011 - April 2013
3M  2010 - 2010
Sutter Health  January 2008 - 2009
RBC Dain Rauscher   February 2007 - March 2008

Skills
Cross-functional Team..., PMP, Project Management, Program Management, Business Analysis, SDLC, Process Improvement, Project Portfolio..., Data Center, Management, Integration, Software Development, MS Project, SharePoint, Vendor Management, Project Planning, Business Development, PMO, Business Process, ITIL, Leadership, Strategy, Governance, Security, Training, Enterprise Software, Management Consulting, IT Strategy, Software Project..., Change Management, Business Process..., Visio, Business Intelligence, Consulting, Requirements Analysis, Enterprise Architecture, IT Management, Information Technology, CRM, Risk Management, Software Documentation, Requirements Gathering, Resource Management, Disaster Recovery, Microsoft Project

Education
Project Management Institute
Project Management Professional (PMP), Project Management

American Society for Quality
Certified Manager of Quality / Organizational Excellence (CMQ/OE), Quality Leadership and Management

George Washington University
Masters Certificate in Project Management, Project Management

University of St. Thomas
Master of Business Administration (M.B.A.), Business Administration and Computer Science

University of Wisconsin-Eau Claire
BBA, Business Management and Computer Science

Patricia Marchetti Patricia Marchetti New York, New York Details
Patricia Marchetti's RBC Dain Rauscher Experience September 1999 - October 2001
Job Market Director and Social Business Consultant at Spredfast
Industry Marketing and Advertising
Experience
Spredfast  August 2015 - Present
GRACE Communications Foundation  September 2013 - August 2015
Marchetti Creative   August 2012 - July 2013
EarthTechling   April 2009 - August 2012
Marchetti Creative   March 2004 - June 2010
Thomson Westlaw   October 2001 - March 2004
RBC Dain Rauscher   September 1999 - October 2001
Enterprise Rent-A-Car  April 1998 - September 1999
California State Senate  January 1995 - March 1998

Skills
Online Marketing, Social Media Marketing, Marketing Strategy, Public Relations, Public Speaking, Copywriting, SEO, Marketing Communications, Strategy, Marketing, Social Media, Digital Marketing, Writing, Advertising, Entrepreneurship, Email Marketing, Brand Development, Facebook, Online Advertising, Management, Strategic Partnerships, Strategy Development, Integrated Marketing, Digital Strategy, Digital Media, Web Analytics, Health Communication, Health Marketing, Marketing Management, New Business Development, B2B Marketing, Leadership, Start-ups, Content Strategy, SEM, E-commerce, Lead Generation, Audience Development, Sales Leads, Word Press, Google Analytics, MailChimp

Education
University of California, Berkeley   1999 — 2001
Certificate, Marketing/Marketing Management, General

University of California, Davis   1994 — 1998
1998, International Relations and Affairs

Dominique Villaume Dominique Villaume Greater Minneapolis-St. Paul Area Details
Dominique Villaume's RBC Dain Rauscher Experience 2005 - 2007
Job Service Professional IIL Managed Accounts, Trades and Service at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  March 2010 - Present
Capital Management Securities   June 2008 - December 2009
Merrill Lynch  2007 - April 2008
RBC Dain Rauscher   2005 - 2007
Woodbury Financial Services  1999 - 2004

Skills
Series 7, Mutual Funds, Retirement, Securities, Trading, Portfolio Management, Fixed Annuities, Options, Estate Planning, Insurance, Retirement Planning, Branch Operation, Investment Advisory, FINRA, Finance, Asset Allocation, Wealth Management, Series 63, Financial Advisory, Equities, Investments

Education
University of Minnesota-Twin Cities   1992 — 1996
BS, Genetics and Cell Biology

Mike Doney Mike Doney Greater Seattle Area Details
Mike Doney's RBC Dain Rauscher Experience October 1992 - November 1998
Job First Vice President Investments
Industry Investment Management
Experience
UBS Wealth Management  November 1998 - Present
RBC Dain Rauscher   October 1992 - November 1998

Education
The University of Montana - School of Business Administration   1983 — 1988
BS, Business Administration

University of Pennsylvania - The Wharton School
Certified Investment Management Analyst

Troy Rossow, CFP®, CIMA® Troy Rossow, CFP®, CIMA® Greater Minneapolis-St. Paul Area Details
Troy Rossow, CFP®, CIMA®'s RBC Dain Rauscher Experience 2002 - 2004
Job Vice President, Sr. Relationship ManagerInvestments at BMO Global Asset Management, a part of BMO Financial Group
Industry Investment Management
Experience
BMO Global Asset Management, a part of BMO Financial Group   January 2010 - Present
MidAmerica Capital Partners, LLC   2004 - 2009
RBC Dain Rauscher   2002 - 2004

Skills
Asset Allocation, Wealth Management, Retirement Planning, Mutual Funds, Investments, Retirement, Financial Advisory, Strategic Financial..., Portfolio Management, Estate Planning, Asset Managment, Investment Advisory

Education
Wharton School, University of Pennsylvania   2012 — 2012
CIMA Professional Certification Program

University of St. Thomas - Opus College of Business   1995 — 2000
MBA, Finance

University of Minnesota - Carlson School of Management   1981 — 1986
BSB, Accounting

Sanjaya Wanduragala Sanjaya Wanduragala Greater Minneapolis-St. Paul Area Details
Sanjaya Wanduragala's RBC Dain Rauscher Experience January 2004 - November 2004
Job Owner, Tracy's Saloon & Eatery
Industry Restaurants
Experience
Tracy's Saloon & Eatery   October 2006 - Present
UnitedHealth Group  November 2004 - October 2006
Aliya Films   June 2005 - September 2006
RBC Dain Rauscher   January 2004 - November 2004
Wells Fargo  May 2001 - August 2001

Education
University of St. Thomas - Opus College of Business
Masters, International Finance

University of Minnesota-Twin Cities
Bachelors, Political Science

Michael Bystrzycki Michael Bystrzycki Greater Minneapolis-St. Paul Area Details
Michael Bystrzycki's RBC Dain Rauscher Experience 2000 - 2004
Job Team Leader, Brokerage Operations, Cost Basis at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   January 2013 - Present
Ameriprise Financial Services, Inc.   May 2011 - January 2013
Ryland Homes  September 2004 - June 2009
RBC Dain Rauscher   2000 - 2004
RBC Dain Raucher   1998 - 2000
Piper Jaffray  1995 - 1998

Skills
Risk Management, Process Improvement, Team Building, Strategic Planning, Trading, Management, Project Management, Fixed Income, Budgets, Equities, Training, Securities, Sales, Leadership, Marketing, Customer Service, Relationship Management, Investments, Real Estate, Contract Negotiation, Human Resources, Financial Analysis, Mergers & Acquisitions, Banking, Portfolio Management

Education
University of St. Thomas - Opus College of Business   2003 — 2008
MBA, Finance

University of Minnesota - Carlson School of Management   1989 — 1993
BS, Finance

Caton Preator Caton Preator Denver, Colorado Details
Caton Preator's RBC Dain Rauscher Experience June 2001 - January 2003
Job CFO / Principal
Industry Financial Services
Experience
Format Dynamics Inc.   January 2008 - Present
Whiting Petroleum Corporation  October 2005 - July 2007
RBC Dain Rauscher   June 2001 - January 2003
UBS Pain Webber   January 2000 - June 2001
Deutsche Banc Alex Brown  September 1999 - January 2000

Skills
Start-ups, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Due Diligence, Finance, Investor Relations, Strategic Planning, Financial Reporting, Financial Accounting, Valuation, Peachtree, Bloomberg Terminal, Technical Presentations, Forecasting, Risk Management, Strategy, Cost Accounting, Investment Management, Management, Strategic Financial..., Investments, Business Strategy, Budgets, Business Development, Financial Services, Executive Management, Corporate Finance, Managerial Finance, Business Valuation, Corporate Development, Financial Forecasting, Cash Management, Excel Expert, Microsoft Office Expert, Board Presentations, Business Planning, Cash Flow, Leadership, Venture Capital

Education
University of Denver - Daniels College of Business   2007 — 2008
Master of Science, Finance

University of Denver - Daniels College of Business   2006 — 2008
MBA, Corporate Finance Specialization

Neil D. Ruda Neil D. Ruda Rochester, New York Area Details
Neil D. Ruda's RBC Dain Rauscher Experience April 2004 - October 2007
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  October 2007 - Present
RBC Dain Rauscher   April 2004 - October 2007
Advest, Inc.   November 2000 - April 2004

Skills
401k, Retirement Planning, Asset Allocation, Mutual Funds, Wealth Management, Investment Strategies, Retirement, Financial Advisory, Fixed Annuities, Bonds

Education
The Ohio State University   1988 — 1992
BS, Business Administration and Management, General

Brad Julkowski Brad Julkowski Greater Minneapolis-St. Paul Area Details
Brad Julkowski's RBC Dain Rauscher Experience January 2002 - December 2004
Job Senior Group Manager, Talent Acquisition Executive Search, Sourcing & SWAT at Target
Industry Staffing and Recruiting
Experience
Target  March 2014 - Present
Target  March 2012 - March 2014
Target  July 2011 - March 2012
UnitedHealth Group  January 2008 - July 2011
UnitedHealth Group  July 2006 - December 2007
Ernst & Young  December 2004 - July 2006
RBC Dain Rauscher   January 2002 - December 2004

Education
University of Minnesota - Carlson School of Management   1998 — 2002
Bachelor of Science in Business, Human Resources/Industrial Relations

Cade Olson Cade Olson Greater Philadelphia Area Details
Cade Olson's RBC Dain Rauscher Experience January 2002 - May 2002
Job
Industry Management Consulting
Experience
Synygy  June 2008 - February 2015
Morgan Stanley  January 2007 - May 2007
Temple University Health System  May 2005 - December 2006
RBC Dain Rauscher   January 2002 - May 2002

Skills
Sales Compensation, Sales Performance, Project Management, Process Improvement, SaaS, Professional Mentoring, Agile Methodologies, Requirements Analysis, Business Intelligence, Business Analysis, Business Process, Business Process..., 360 Feedback, Strategy, CRM, Finance, Analytics, Data Analysis, Requirements Gathering, Salesforce.com, Agile & Waterfall..., Management, Consulting, Software Implementation

Education
Temple University - Fox School of Business and Management   2003 — 2008
Bachelor's Degree, Finance

ConVal Regional High School   1999 — 2003
High School

Owen Clements Owen Clements Greater New York City Area Details
Owen Clements's RBC Dain Rauscher Experience 2002 - 2005
Job Looking for opportunities where I can best utilize my experiences and education
Industry Financial Services
Experience
RBC Capital Markets  2005 - 2007
RBC Dain Rauscher   2002 - 2005
Tucker Anthony  2000 - 2002

Education
University of Massachusetts Boston   2008 — 2012
Bachelor of Arts (B.A.), Economics

Daniel Marcotte Daniel Marcotte Greater Minneapolis-St. Paul Area Details
Daniel Marcotte's RBC Dain Rauscher Experience 1991 - 1998
Job Executive, Financial Services
Industry Financial Services
Experience
Doxa Advisors LLC   2005 - Present
Burr Oak Group, Inc   July 2008 - June 2010
RSM McGladrey  2000 - 2005
University of Minnesota Foundation  1998 - 2000
RBC Dain Rauscher   1991 - 1998
Dayton Hudson Department Store Co.   1988 - 1991
KPMG  1986 - 1988

Skills
Strategic Financial..., Investments, Portfolio Management, Wealth Management, Risk Management, Finance, Retirement Planning, Strategy, Financial Advisory, Asset Allocation, Credit, Banking, Fixed Income, Investment Management, Cash Management, Due Diligence, Financial Risk, Insurance, Financial Planning

Education
University of Minnesota - Carlson School of Management   1984 — 1986
MBA, Finance

St. Olaf College   1977 — 1982
B.A., Economics, Psychology

St. Paul Central   1974 — 1977
Diploma

Jenny Sibbet Jenny Sibbet Big Lake, Minnesota Details
Jenny Sibbet's RBC Dain Rauscher Experience November 1996 - November 2001
Job Education
Industry Primary/Secondary Education
Experience
Big Lake High School  August 2014 - Present
JRA Financial Advisors  2002 - 2013
Hill Law Office   June 2008 - June 2012
RBC Dain Rauscher   November 1996 - November 2001

Skills
Investments, Microsoft Excel, Accounting, Mutual Funds, Securities, Financial Services, Equities, Investment Advisory, Microsoft Office, Customer Service, Project Management

Education
St. Cloud State University   1992 — 1996
Bachelor of Science, Finance

Daniel Beasley Daniel Beasley Greater Minneapolis-St. Paul Area Details
Daniel Beasley's RBC Dain Rauscher Experience June 2006 - December 2007
Job Training Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management  June 2013 - Present
RBC Wealth Management  January 2011 - June 2013
RBC Wealth Management  April 2009 - January 2011
RBC Wealth Management  February 2008 - April 2009
RBC Dain Rauscher   June 2006 - December 2007
RBC Dain Rauscher   April 2004 - June 2006
WCCO-TV  December 2001 - March 2004

Skills
ITIL, SharePoint, Troubleshooting, Telecommunications, Training, Enterprise Software, Technical Support, Release Management, Microsoft Office, Customer Service, SDLC, Business Analysis, Visio, IT Service Management

Education
University of Florida   1996 — 1999
B.S., Telecommunications

Mulberry High School   1992 — 1996
High School Diploma

Sarah Selleck Sarah Selleck Greater Minneapolis-St. Paul Area Details
Sarah Selleck's RBC Dain Rauscher Experience May 2002 - February 2005
Job Technical Project Manager
Industry Financial Services
Experience
Wells Fargo Advisors  April 2014 - Present
RCIS (Wells Fargo)   May 2011 - April 2014
Wells Fargo Advisors  November 2007 - May 2011
NOVON Consulting Corp   April 2005 - November 2007
RBC Dain Rauscher   May 2002 - February 2005
RBC Dain Rauscher   June 1998 - May 2002
TCF Bank  February 1995 - June 1998

Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Visio, Change Management, Business Process..., Project Management, Risk Management, Program Management, Business Requirements, Requirements Analysis

Education
University of Minnesota-Twin Cities   1994 — 1999
Bachelor of Arts degree, History, Political Science, Secondary Education

University of Wisconsin-Superior   1991 — 1994
Elementary Education

Art Nunes, CMT Art Nunes, CMT Greater Seattle Area Details
Art Nunes, CMT's RBC Dain Rauscher Experience March 1995 - June 2003
Job Northwest Asset Management
Industry Financial Services
Experience
Northwest Asset Management  November 2010 - Present
IMS Capital Management   June 2003 - October 2010
RBC Dain Rauscher   March 1995 - June 2003
Shearson Lehman Brothers  March 1988 - March 1995
Dean, Witter Reynolds  June 1983 - March 1988
The Boeing Company  March 1980 - January 1983

Skills
Investment Strategies, Public Speaking, Media Appearances, Alternative Investments, Fixed Income, Finance, Investment Banking, Financial Risk, Wealth Management..., High Net Worth..., Wealth Management, Investment Management, Mutual Funds, Strategic Financial..., Hedge Funds

Education
The Ohio State University   1977 — 1980
B.S.A.E., Aeronautical Engineering

University of Lowell   1975 — 1977
Engineering

Chicopee High School   1970 — 1975

PJ Atherton PJ Atherton Greater Minneapolis-St. Paul Area Details
PJ Atherton's RBC Dain Rauscher Experience May 2005 - August 2005
Job North Campus Director
Industry Sports
Experience
Double Blue Sports Analytics   April 2015 - Present
FHIT Hockey  November 2013 - Present
FHIT Players   March 2012 - Present
Minnesota Scouting Report   September 2011 - Present
D CORE Hockey   April 2011 - Present
FHIT Players Hockey   March 2011 - Present
Profession Hockey Player   March 2006 - March 2011
Mac Marketing   March 2008 - August 2008
RBC Dain Rauscher   May 2005 - August 2005

Skills
Customer Relations, Coaching, Hockey, Sports, Sales, Training, Marketing, Customer Service, New Business Development, Athletics, Program Management, Sports Management, Event Management, Sponsorship, Fundraising, Event Planning, Sports Coaching, Sports Marketing, Social Networking

Education
University of Minnesota-Twin Cities   2002 — 2011
BA, Economics

Michael Anderson, CFA Michael Anderson, CFA Greater Minneapolis-St. Paul Area Details
Michael Anderson, CFA's RBC Dain Rauscher Experience March 1999 - May 2006
Job RMBS Trading at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  January 2011 - Present
SecondMarket Inc.  August 2008 - July 2009
Dominion Bond Rating Service Inc.   June 2007 - February 2008
RBC Dain Rauscher   March 1999 - May 2006

Skills
Credit, Trading, Loans, Finance, MBS

Education
The University of North Dakota
Bachelor of Business Administration, Finance

Joe Herzog Joe Herzog Greater Minneapolis-St. Paul Area Details
Joe Herzog's RBC Dain Rauscher Experience May 2008 - April 2009
Job Senior Quality Validation Engineer at St. Jude Medical
Industry Computer Software
Experience
St. Jude Medical  January 2015 - Present
Hennepin County  April 2014 - December 2014
Cetera Investment Services  June 2013 - April 2014
Nevada Power Company  February 2012 - June 2013
Schwans  July 2011 - November 2011
Comcast Cable  February 2011 - July 2011
Comcast Cable  April 2010 - January 2011
Delta Air Lines  April 2009 - January 2010
RBC Dain Rauscher   May 2008 - April 2009
RBC Dain Rauscher   November 2006 - March 2008

Skills
SDLC, Test Planning, User Acceptance Testing, Quality Center, Agile Methodologies, System Testing, Testing, Performance Testing, Quality Assurance, Test Automation, Integration, Test Cases, SharePoint, Data Warehousing, Software Documentation, Defect Tracking, Test Management, Manual Testing, Software Engineering, Business Process, Automation, Waterfall, Business Requirements, Software Development, Test Strategy, HP Quality Center

Education
University of Nebraska at Omaha   1983 — 1984
Computer Science

St. Cloud State University   1978 — 1980
Aeronautics

Gwen Jorgens Gwen Jorgens Greater Minneapolis-St. Paul Area Details
Gwen Jorgens's RBC Dain Rauscher Experience May 2004 - June 2006
Job Sr. Application Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  March 2014 - Present
RBC Wealth Management  June 2013 - March 2014
RBC Wealth Management  April 2010 - June 2013
RBC Wealth Management  May 2006 - 2010
RBC Dain Rauscher   May 2004 - June 2006
American Express  September 2002 - May 2004
Innuity  1999 - 2002
Innuity  1998 - 1999

Skills
PMP, PMO, SDLC, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, Project Initiation, Implementation Planning, Project Management, Program Management

Education
University of Minnesota - Morris   1994 — 1998

Angela J. Kiefer, CFP® Angela J. Kiefer, CFP® Wayzata, Minnesota Details
Angela J. Kiefer, CFP®'s RBC Dain Rauscher Experience December 1998 - August 2004
Job First Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2005 - November 2011
RBC Dain Rauscher   December 1998 - August 2004
John G. Kinnard & Co.   1979 - 1998

Education
Saint Catherine University   2007 — 2012
BS

Stephens College   1979 — 1980

Brent Rauch Brent Rauch Des Moines, Iowa Area Details
Brent Rauch's RBC Dain Rauscher Experience September 2005 - April 2007
Job Chief Inspiration Officer at Four Legacies Mortgage
Industry Financial Services
Experience
Four Legacies Mortgage   July 2007 - Present
RBC Dain Rauscher   September 2005 - April 2007

Education
Truman State University   2000 — 2006

Shawn Savela Shawn Savela Greater Minneapolis-St. Paul Area Details
Shawn Savela's RBC Dain Rauscher Experience October 2007 - April 2011
Job Software Consultant (through Claymore) at Dorsey & Whitney LLP
Industry Computer Software
Experience
Dorsey & Whitney LLP  April 2009 - Present
Claymore Computer Consulting, Inc   October 1998 - Present
RBC Dain Rauscher   October 2007 - April 2011
Code 42 Software, Inc.   August 2006 - October 2007
Jumpnode   2006 - 2007
RBC Dain Rauscher   2003 - 2006
SHPS, Inc  1999 - 2002
Maryville Technologies  July 1997 - October 1998
Exchange Data, Inc   January 1997 - July 1997
Accenture  June 1992 - January 1997

Skills
C#, Java, VB.NET, .NET, C, C++, Visual Basic, JavaScript, VBScript, Microsoft SQL Server, MySQL, PostgreSQL, Oracle, Sybase, DB2, Websphere, Weblogic, JBoss Application Server, Message Queue, Agile Methodologies, Enterprise Architecture, Microsoft Office..., Powershell, SSIS, SSRS, DTS, Unix, Databases, Software Development

Education
University of Minnesota, Duluth   1985 — 1990
BS

University of Minnesota Duluth   1985 — 1990
Bachelor of Science (B.S.)

Carol Eslinger Carol Eslinger Wayzata, Minnesota Details
Carol Eslinger's RBC Dain Rauscher Experience 2002 - 2008
Job Consultant, Finance and Strategic Planning
Industry Financial Services
Experience
Voyager Asset Management   2008 - 2008
RBC Dain Rauscher   2002 - 2008
Lived Abroad   1999 - 2001
Dain Bosworth  1995 - 1999
Dain Bosworth  1993 - 1995
General Mills  1983 - 1993

Skills
Financial Analysis, Strategic Planning, Risk Management, Department Budgeting, Project Management, Acquisition Integration, Long Term Business..., Product Development..., Legal Document Review

Education
University of Minnesota-Twin Cities   1984 — 1989
Master of Business Administration (MBA), Finance, General

St. Olaf College   1979 — 1983
Bachelor of Arts (B.A.), Economics

Joel Jensen, MBA Joel Jensen, MBA Greater Denver Area Details
Joel Jensen, MBA's RBC Dain Rauscher Experience August 2002 - May 2004
Job Chief Compliance Officer
Industry Information Technology and Services
Experience
I Do What I Want, LLC   June 2013 - Present
Level 3 Communications  October 2010 - May 2013
Joel Jensen Consulting   June 2009 - May 2013
Level 3 Communications  October 2010 - January 2012
Level 3 Communications  April 2010 - January 2012
Level 3 Communications  December 2010 - June 2011
Fiserv  July 2007 - May 2009
Fiserv  July 2006 - June 2007
U.S. Bank National Association   June 2005 - May 2006
RBC Dain Rauscher   August 2002 - May 2004

Skills
Customer Relations, Teamwork, Agile, SDLC, Customer Service, Agile Methodologies, Telecommunications, Program Management, Business Strategy, Pricing, Management, Continuous Improvement, Change Management, Outsourcing, IT Outsourcing, Project Management, Supply Chain Management, Cross-functional Team..., Product Development, Purchasing, Team Leadership, Strategic Sourcing, Inventory Management, Sales Management, Forecasting, Business Process..., ERP, Negotiation, Operations Management, Strategy, Supply Chain, Materials Management, Project Planning, Contract Management, Contract Negotiation, Logistics, Business Analysis, Integration, Process Improvement, Business Process, Leadership, Enterprise Software, Product Management, Analysis

Education
University of Colorado Denver   2009 — 2010
Masters, Business Administration

University of Nebraska-Lincoln   2000 — 2004
BS, Finance

Robert Goffman Robert Goffman Greater Minneapolis-St. Paul Area Details
Robert Goffman's RBC Dain Rauscher Experience September 2006 - December 2006
Job IT Management / Agile Coach / Scrum Master / Project Manager / Consultant
Industry Information Technology and Services
Experience
St. Jude Medical via Experis   August 2014 - Present
Best Buy via ITR Group   January 2014 - June 2014
CHS via ITR Group   January 2013 - January 2014
Ameriprise Financial Services, Inc.   May 2010 - January 2013
Northwest Airlines  December 2007 - May 2010
Delta Air Lines  December 2007 - May 2010
Ameriprise Inc   January 2007 - September 2007
RBC Dain Rauscher   September 2006 - December 2006
Ceridian Corporation  May 2006 - September 2006
Tech-Pro  December 2005 - May 2006

Skills
Business Analysis, Strategy, Program Management, Management, Process Improvement, Business Process, Risk Management, CRM, Change Management, Project Management, Leadership, Business Process..., Consulting, SDLC, Project Portfolio..., Enterprise Software, Business Development, Integration, Information Technology, Vendor Management, Cross-functional Team..., Finance, Executive Management, PMO, Budgets, Human Resources, Team Management, Customer Service, Project Planning, Management Consulting, Business Strategy, Outsourcing, Process Engineering, Capital Markets, Start-ups, Financial Modeling, PMP, Analysis, Mergers & Acquisitions, IT Strategy, Business Intelligence, Coaching, Equities, MS Project, Mergers, Software Development, Negotiation, Mobile Technology, Mobile Applications, Mobile Devices

Education
University of Minnesota - Carlson School of Management   1995 — 1997
MBA, Finance

University of Rochester   1986 — 1990
BA, Economics, Political Science

JP Stevens   1983 — 1986

Jessica Henselmann Jessica Henselmann San Francisco Bay Area Details
Jessica Henselmann's RBC Dain Rauscher Experience 1999 - 2001
Job Principal at DHR International
Industry Staffing and Recruiting
Experience
DHR International  March 2014 - Present
The Caldwell Partners  July 2012 - March 2014
Jamesbeck Global Partners   November 2004 - July 2012
ACA Financial LLC   November 2001 - October 2004
RBC Dain Rauscher   1999 - 2001
Banc of America Securities  1997 - 1999

Skills
Banking, Investor Relations, Marketing, Finance, Financial Services, Business Strategy, Private Equity, Executive Search, Business Development, Asset Management, Mergers & Acquisitions, Strategy, Investment Banking, Start-ups, Recruiting, Management, Investments, Economics

Education
University of California, Davis   1993 — 1997
BA, Political Science

Glen A. Wilson High School

Glen A. Wilson High School

Ann Hoen Ann Hoen Greater Minneapolis-St. Paul Area Details
Ann Hoen's RBC Dain Rauscher Experience April 2003 - May 2005
Job Service Quality Manager RBC Capital Markets Corp
Industry Financial Services
Experience
RBC Capital Markets, LLC  December 2009 - Present
RBC Wealth Management  2005 - October 2008
Royal Bank of Canada  1998 - 2008
RBC Dain Rauscher   April 2003 - May 2005
RBC Dain Rauscher   May 2002 - April 2003

Skills
Compliance, Quality Assurance, Wikis, Coaching, Change Management, Project Management, Leadership, Team Leadership, Workshop Facilitation, Team Building, Needs Analysis, Program Management, Strategic Planning, Business Analysis, Organizational..., Customer Service, Talent Management, Training, Training Delivery, Employee Training, CRM

Education
University of St. Thomas - Opus College of Business   2006 — 2007
Masters in Business Communications

University of Minnesota-Twin Cities   1992 — 1997
Bachelor of Arts, Spanish

Kent Regens Kent Regens Oklahoma City, Oklahoma Area Details
Kent Regens's RBC Dain Rauscher Experience May 2006 - May 2007
Job Managing Director at Coventry Energy Holdings, LLC
Industry Oil & Energy
Experience
Coventry Energy Holdings, LLC   August 2011 - Present
Chesapeake Energy  June 2008 - August 2011
HSBC  September 2007 - April 2008
RBC Dain Rauscher   May 2006 - May 2007

Education
The University of Edinburgh   2004 — 2005
M.Sc., Political Economy, Security Studies, International Relations

Casady School

Arin Kornchankul, CFA Arin Kornchankul, CFA Greater New York City Area Details
Arin Kornchankul, CFA's RBC Dain Rauscher Experience June 2006 - August 2006
Job Senior Credit Analyst at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds  January 2010 - Present
OppenheimerFunds  June 2007 - December 2009
RBC Dain Rauscher   June 2006 - August 2006

Skills
Credit Analysis, High Yield, Fixed Income Analysis, Bonds, Investments, Financial Modeling

Education
University of Minnesota - Carlson School of Management   2005 — 2007
MBA, Finance

Tammy Brenamen Tammy Brenamen Greater Minneapolis-St. Paul Area Details
Tammy Brenamen's RBC Dain Rauscher Experience April 2006 - Present
Job BCP/DR Consultant
Industry Financial Services
Experience
RBC Dain Rauscher   April 2006 - Present

Education
The University of North Dakota   2001 — 2003

Steve DeVolder Steve DeVolder Greater Minneapolis-St. Paul Area Details
Steve DeVolder's RBC Dain Rauscher Experience May 2007 - December 2007
Job QA Analyst
Industry Information Technology and Services
Experience
National Marrow Donor Program  July 2010 - Present
Cargill  2009 - 2010
Questar Assessment, Inc.   February 2009 - June 2009
RedBrick Health  December 2007 - October 2008
RBC Dain Rauscher   May 2007 - December 2007
SatCom Marketing  May 2006 - April 2007
CIGNA Behavioral Health  September 2005 - January 2006
Vital Images  April 2005 - September 2005
Target Financial Services  January 2005 - April 2005
Carlson Companies  February 2004 - January 2005

Skills
Software Quality..., Regression Testing, Test Planning, SDLC, Business Analysis, Testing, Quality Assurance, System Testing, User Acceptance Testing

Education
University of Houston   1978 — 1981
Bachelor of Arts (B.A.), Production Logistics Management with an Accounting emphasis

Black Hawk College   1976 — 1978

Robert Harrer Robert Harrer Greater Minneapolis-St. Paul Area Details
Robert Harrer's RBC Dain Rauscher Experience October 2005 - April 2007
Job Respected ConsultantHuman Resources, Recruiting, Vendor Management, HR/Staffing Program Management, Marine Corps Vet
Industry Human Resources
Experience
Robert E. Harrer, LLC   November 2007 - Present
LogiSolve  April 2007 - September 2007
RBC Dain Rauscher   October 2005 - April 2007
Omni Resources  January 2002 - October 2005
BORN Information Services  March 1999 - November 2001
The Esquire Group  October 1993 - March 1999
Datacard Corporation  September 1991 - October 1993
Campbell Mithun Inc   January 1985 - November 1987
United States Marine Corps  December 1974 - December 1980

Skills
Vendor Management, Recruiting, Consulting, Temporary Placement, Business Analysis

Education
University of Kentucky College of Law   1989 — 1992
Juris Doctor

University of Kentucky   1987 — 1989
Graduate study--Masters degree studies in English

University of Wisconsin-Eau Claire   1979 — 1983
BA, English

Leyla Kassem Leyla Kassem Greater Minneapolis-St. Paul Area Details
Leyla Kassem's RBC Dain Rauscher Experience 1992 - 1998
Job Experienced Institutional Client Service Professional
Industry Investment Management
Experience
Wells Capital Management  2005 - Present
CFA Institute  September 2011 - Present
CFA Society of Minnesota  September 2009 - August 2011
Lowry Hill  2000 - 2003
RBC Dain Rauscher   1992 - 1998

Skills
Asset Management, Equities, Institutional Marketing, Portfolio Management, Investment Management, Private Equity, Marketing, Asset Managment, Financial Services, Risk Management, Investment Banking, Mergers & Acquisitions, Financial Modeling, Analysis, Finance, Equity Valuation, Investment Advisory, Financial Analysis, Asset Allocation, Emerging Markets, Corporate Finance, Relationship Management

Education
University of Minnesota - Carlson School of Management
MBA, Finance

Alan Eastlund Alan Eastlund Greater Minneapolis-St. Paul Area Details
Alan Eastlund's RBC Dain Rauscher Experience LAN AdministratorRBC Capital Markets2000 - Present
Job LAN Admin at RBC Dain Rauscher
Industry Banking
Experience
RBC Dain Rauscher   LAN AdministratorRBC Capital Markets2000 - Present
RBC Capital Markets  1996 - Present

Education
University of Minnesota - Carlson School of Management

Damon Chinn Damon Chinn Orange County, California Area Details
Damon Chinn's RBC Dain Rauscher Experience August 2000 - September 2007
Job Registered Sales Associate
Industry Financial Services
Experience
JPMorgan Securities LLC  November 2011 - Present
Oppenheimer & Co., Inc.   September 2007 - May 2010
RBC Dain Rauscher   August 2000 - September 2007

Education
University of California, Irvine   1997 — 2000

Dan Zaldivar Dan Zaldivar Miami, Florida Details
Dan Zaldivar's RBC Dain Rauscher Experience 2001 - 2006
Job Portfolio Manager/Corporate Bonds
Industry Financial Services
Experience
Mercantil Commercebank Investment Services  2014 - Present
Allstate  2011 - 2013
Allstate  2006 - 2011
RBC Dain Rauscher   2001 - 2006
The Chicago Trust Company   1993 - 2001
John Deere  1990 - 1993
Nuveen Investments  1982 - 1989

Skills
Bonds, Investments, Investment Management, Fixed Income, Capital Markets, Financial Analysis, Portfolio Management, Strategy, Credit Analysis, Asset Management, Mutual Funds, High Yield, Securities, Alternative Investments, Series 7

Education
The University of Chicago - Booth School of Business   1988 — 1990
MBA, Finance

The University of Chicago   1978 — 1981
AB, Economics

Kurt Schoenrock Kurt Schoenrock Wausau, Wisconsin Area Details
Kurt Schoenrock's RBC Dain Rauscher Experience 1997 - 2000
Job at Greenheck Fan Corporation
Industry Building Materials
Experience
Greenheck Fan Corporation  December 2013 - Present
Andersen Corporation  June 2013 - December 2013
Andersen Windows  August 2008 - June 2013
Regis Corporation  December 2004 - July 2008
Agriliance  2002 - 2003
NRG Energy Inc.  2000 - 2002
RBC Dain Rauscher   1997 - 2000

Skills
Banking Relationships, Cash Management, FX, Capital Markets, Commodities, Pension Funds, Hedging, Enterprise Risk..., German, Banking, Investments, Management, FX Options, Treasury Management, Corporate Finance, Cash Flow Forecasting, Treasury, Finance, Financial Modeling, Cash Flow, Structured Finance, Analysis, Commodity, Financial Analysis, Financial Reporting, Forecasting

Education
University of Minnesota - Carlson School of Management   1996 — 1999
MBA, Finance

University of Wisconsin-Stevens Point   1989 — 1993
Bachelor's degree, Political Science and Government

Sandy Vehrs Sandy Vehrs San Francisco Bay Area Details
Sandy Vehrs's RBC Dain Rauscher Experience June 2002 - April 2003
Job Security Compliance Specialist at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  May 2013 - Present
Ameriprise Financial  October 2008 - August 2012
Clark Consulting  June 2003 - October 2008
RBC Dain Rauscher   June 2002 - April 2003
Piper Jaffray  July 1991 - June 2002

Skills
Series 7, Series 9, Series 24, Series 63, Series 66, FINRA, Mutual Funds, Disability Insurance, Financial Services, Risk Management, Financial Risk, Insurance, Securities, Analysis, Employee Benefits, Wealth Management, Retirement Planning, Finance, Leadership

Education
St. Cloud State University   1988 — 1991
BS, Business Administration

Willmar Community College   1986 — 1988
Associate of Arts (A.A.), Legal Secretary

Redwood Falls High School   1983 — 1986

Jay Robinson CPWA Jay Robinson CPWA Greater Minneapolis-St. Paul Area Details
Jay Robinson CPWA's RBC Dain Rauscher Experience 1900 - 1900
Job RVP at Schwab
Industry Financial Services
Experience
Schwab Advisor Services  March 2006 - Present
Piper Jaffray  1999 - 1999
RBC Dain Rauscher   1900 - 1900

Education
University of Minnesota Duluth   1979 — 1983

Kevin Hemping Kevin Hemping Greater Minneapolis-St. Paul Area Details
Kevin Hemping's RBC Dain Rauscher Experience February 2002 - January 2005
Job Fixed Income Trader Municipals at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial  August 2011 - Present
Ameriprise Financial  November 2007 - July 2011
RBC Capital Markets  February 2005 - November 2007
RBC Dain Rauscher   February 2002 - January 2005
Arnold Worldwide  May 2001 - September 2001
Target  March 2000 - January 2001

Skills
Series 7, Series 63, Series 55, Fixed Income, Municipal Bonds, Bloomberg, Trading, Investments

Education
University of Minnesota-Twin Cities   1995 — 2001
B.A.

Mike Atwood Mike Atwood Greater Minneapolis-St. Paul Area Details
Mike Atwood's RBC Dain Rauscher Experience 2003 - 2005
Job Senior Product Manager at Datacard Group
Industry Financial Services
Experience
Nash Foundation   May 2014 - Present
Entrust Datacard  June 2013 - Present
US Bank  January 2011 - May 2013
Wells Fargo Family Wealth  November 2007 - December 2010
Wells Fargo Investments  February 2006 - November 2007
RBC Dain Rauscher   2003 - 2005
Berthel Fisher Investments   2002 - 2003
Gates Inc   2001 - 2002

Skills
Finance, Product Development, Product Management, Investments, Banking, Wealth Management, Strategic Planning, Business Development, Information Technology, Securities, Series 7, Wealth Management..., Asset Managment, Process Improvement

Education
University of Minnesota-Twin Cities   1997 — 2001
BS, Degrees in Scientific and Technical Communication, Journalism, History

Brian Sprucebank Brian Sprucebank Baltimore, Maryland Area Details
Brian Sprucebank's RBC Dain Rauscher Experience June 1997 - January 2002
Job Project Manager at NVR, Inc.
Industry Real Estate
Experience
NVR, Inc.   August 2008 - Present
Ryan Homes  February 2006 - September 2008
Ryan Homes  January 2002 - February 2006
RBC Dain Rauscher   June 1997 - January 2002

Skills
Project Management, Real Estate, New Home Sales, Construction, Single Family Homes, Project Estimation, New Home Construction, Condos, Process Scheduler, Contractors, Sales, Construction Management, Residential Homes, Real Estate Development, Finance, Contract Negotiation, Contract Management, First Time Home Buyers, Strategic Planning, Project Planning, Selling, Negotiation, Business Development, New Business Development, Budgets

Education
University of Baltimore   1998 — 2001
BS, Finance

Dustin Simonson Dustin Simonson Greater Minneapolis-St. Paul Area Details
Dustin Simonson's RBC Dain Rauscher Experience November 2006 - February 2008
Job Relationship Manager at RBC Correspondent & Advisor Services
Industry Financial Services
Experience
RBC Correspondent Services   October 2013 - Present
RBC Wealth Management  March 2010 - October 2013
RBC Wealth Management  February 2008 - March 2010
RBC Dain Rauscher   November 2006 - February 2008
RBC Wealth Management  July 2005 - November 2006

Skills
Microsoft Office --..., Bloomberg Software, ThomsonOne, BondDesk, Broadridge Back Office..., ICI Impact, Sunguard, Fiserv trading..., Series 7, Series 63, Bonds

Education
University of Minnesota-Duluth   2001 — 2005
Bachelor of Business Administration (BBA), Finance (Major); Economics (Minor)

Chuck Fitzer Chuck Fitzer Greater Minneapolis-St. Paul Area Details
Chuck Fitzer's RBC Dain Rauscher Experience 2000 - 2007
Job Tax Process Director at US Bank
Industry Accounting
Experience
US Bank  August 2009 - Present
Benfield  2007 - 2009
RBC Dain Rauscher   2000 - 2007
KPMG  1999 - 2000
Robert Half Management Resources  1998 - 1999
Grant Thornton  1997 - 1998
HB Fuller  1996 - 1997
Wells Fargo  1995 - 1996
Pentair  1986 - 1995
Wells Fargo  1983 - 1986

Skills
Software Implementation, Corporate Tax, Tax, Tax Accounting, Accounting, Sarbanes-Oxley Act, Transfer Pricing, Income Tax, Due Diligence, Mergers, Internal Audit, International Tax, Process Improvement, State Tax, SEC filings

Education
University of Minnesota-Twin Cities   1984 — 1988
MBT, Business Taxation

University of Minnesota-Twin Cities   1978 — 1983
BS, Accounting

Totino Grace High School   1974 — 1978

Liana Vaiciulis Raudys Liana Vaiciulis Raudys Greater Minneapolis-St. Paul Area Details
Liana Vaiciulis Raudys's RBC Dain Rauscher Experience April 1992 - November 1994
Job Creative Director | Art Director | Designer at Freelance
Industry Marketing and Advertising
Experience
Freelance  April 2015 - Present
Minneapolis Institute of Arts  April 2014 - April 2015
Target  March 2010 - April 2014
Liana Raudys Design   March 2007 - March 2010
Target  January 2000 - March 2007
Room&Board  November 1995 - December 1999
Miller Meester Advertising  December 1994 - October 1995
RBC Dain Rauscher   April 1992 - November 1994

Skills
Creative Direction, Catalogs, Art Direction, Adobe Creative Suite, Typography, Layout, Concept Development, Branding, InDesign, Photoshop, Photo Shoots, Advertising, Brochures, Logo Design, Photography, Graphics, Branding

Education
University of Illinois at Chicago
BA with honors, Communications Design

Lisa D. Buetow Lisa D. Buetow Greater Minneapolis-St. Paul Area Details
Lisa D. Buetow's RBC Dain Rauscher Experience January 2001 - December 2005
Job
Industry Banking
Experience
Abbot Downing  May 2013 - Present
Wells Fargo Bank, Financial Sponsors Group   January 2006 - May 2013
RBC Dain Rauscher   January 2001 - December 2005

Education
University of Minnesota - Carlson School of Management   2007 — 2010
Master of Business Administration (M.B.A.), Finance

Charlene Linke Charlene Linke Greater Chicago Area Details
Charlene Linke's RBC Dain Rauscher Experience January 2001 - June 2002
Job Investment ManagementFixed Income, Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial  June 2002 - Present
RBC Dain Rauscher   January 2001 - June 2002

Skills
Equities, Investments, Fixed Income, Investment Management, Series 7, Asset Allocation, Mutual Funds, Asset Management, Securities, Alternative Investments, Series 63, Financial Services, Bloomberg, Investment Strategies, Wealth Management, Portfolio Management

Education
University of Illinois at Urbana-Champaign   1992 — 1996

St. Ignatius College Prep   1988 — 1992

Laura Strong Laura Strong Greater Minneapolis-St. Paul Area Details
Laura Strong's RBC Dain Rauscher Experience 2001 - 2007
Job Supply Chain Transportation Manager at Target
Industry Retail
Experience
Target  March 2010 - Present
Target  September 2008 - April 2010
Iron Maiden Golf   2008 - 2009
Target  July 2007 - September 2008
RBC Dain Rauscher   2001 - 2007
The Pillsbury Company  1999 - 2002
PricewaterhouseCoopers  1996 - 1999

Skills
Forecasting, Financial Analysis

Education
University of Minnesota - Carlson School of Management   1994 — 1996

University Liggett School   1985 — 1988

Brent Sabin Brent Sabin Greater Minneapolis-St. Paul Area Details
Brent Sabin's RBC Dain Rauscher Experience 1994 - 2002
Job VP, Benefits at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial  2006 - Present
Royal Bank of Canada  1992 - 2005
RBC Dain Rauscher   1994 - 2002

Education
University of Minnesota - Carlson School of Management   1988 — 1992

Jamie Sinkula Jamie Sinkula Greater Minneapolis-St. Paul Area Details
Jamie Sinkula's RBC Dain Rauscher Experience 2000 - 2005
Job Sales and Marketing Manager at Lisa's Catering
Industry Food & Beverages
Experience
Lisa's Catering   December 2006 - Present
RBC Capital Markets  October 2005 - December 2008
RBC Dain Rauscher   2000 - 2005

Skills
Customer Relations, Account Management, Product Development, Team Leadership, Excel, Event Planning, Training, Employee Training, Sales Management, Marketing, Social Media Marketing, Networking, Weddings, Catering, Food Service, Hospitality, Trade Shows, Customer Service, Event Management, Microsoft Excel, Sales, Social Media

Education
University of Minnesota - Carlson School of Management   1999 — 2003
BSB, Marketing

Todd Emerson, CFA Todd Emerson, CFA Greater Minneapolis-St. Paul Area Details
Todd Emerson, CFA's RBC Dain Rauscher Experience December 1994 - September 1998
Job Vice President – Sit Fixed Income at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates  July 2006 - Present
Thomson West  September 2002 - July 2006
US Bank  October 1998 - June 2001
RBC Dain Rauscher   December 1994 - September 1998

Skills
Finance, Fixed Income, Municipal Bonds, Portfolio Management, Investments, Bloomberg, Financial Modeling, Financial Analysis, Valuation, Credit Analysis, Capital Markets, Mutual Funds

Education
University of Minnesota - Carlson School of Management   1993 — 1994
MBA, Finance

University of Wisconsin-Eau Claire   1987 — 1991
BBA, Economics

Nicki Kinner Nicki Kinner Greater Denver Area Details
Nicki Kinner's RBC Dain Rauscher Experience Financial AnalystVoyager Asset ManagementAugust 2007 - March 2008
Job Financial Analyst at RBC Wealth Management (formerly Dain Rauscher)
Industry Financial Services
Experience
RBC Dain Rauscher   Financial AnalystVoyager Asset ManagementAugust 2007 - March 2008

Education
University of Minnesota-Twin Cities   1999 — 2003

Alan Bearder Alan Bearder Greater Minneapolis-St. Paul Area Details
Alan Bearder's RBC Dain Rauscher Experience 2000 - 2002
Job Sr. Program Manager Consultant, Master Scheduler at Belay Consulting
Industry Management Consulting
Experience
Medtronic  May 2013 - Present
Belay Consulting   May 2012 - Present
Cognizant -PIPC   September 2011 - May 2012
Trissential  July 2008 - November 2011
International Institute for Learning  August 2005 - July 2008
Digineer  2003 - 2005
SafeNet Consulting  2002 - 2003
RBC Dain Rauscher   2000 - 2002
Northwest Airlines  1998 - 2000
Summit Medical Systems  1995 - 1997

Skills
MS Project, Business Process..., PMI, Management Consulting, Project Server, Scheduling, EPM, PMO, Project Portfolio..., PMBOK, Resource Management, Program Management, Project Planning, SDLC, Project Delivery, Visio, Business Analysis, Process Improvement, Project Governance, Master Scheduling, Cross-functional Team..., Microsoft Project &..., Microsoft Excel, Portfolio Management, Governance, Project Management, Business Intelligence, PMP, Change Management, Enterprise Software

Education
University of Wisconsin-Stout   1984 — 1989
Bachelors, Systems Theory, Counseling

University of Minnesota-Twin Cities

Kristen Kimmell Kristen Kimmell Greater Minneapolis-St. Paul Area Details
Kristen Kimmell's RBC Dain Rauscher Experience 2001 - 2006
Job Chief of Staff at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  December 2009 - Present
RBC Wealth Management  2008 - 2009
RBC Capital Markets  2006 - 2008
RBC Dain Rauscher   2001 - 2006
Dain Rauscher  1999 - 2001
Dain Bosworth  1995 - 1998

Education
University of Jamestown   1989 — 1993
BA Accounting & BA Business Administration, Accouting & Business Administration

Travis Ingebrigtson Travis Ingebrigtson Minneapolis, Minnesota Details
Travis Ingebrigtson's RBC Dain Rauscher Experience November 2005 - May 2007
Job Manager Financial Planning & Analysis
Industry Financial Services
Experience
Alerus Financial  March 2015 - Present
Marquette Financial Companies  September 2011 - March 2015
Marquette Financial Companies  October 2008 - September 2011
GMAC ResCap  May 2007 - October 2008
RBC Dain Rauscher   November 2005 - May 2007
Metris Companies  June 2003 - November 2005
Green Tree Servicing  June 1998 - June 2003

Skills
Financial Analysis, Valuation, Strategic Financial..., Finance, Corporate Finance, Mergers & Acquisitions, Financial Reporting, Due Diligence, Cash Management, Forecasting, Variance Analysis, Essbase, Accounting, Banking, Business Analysis, Cash Flow Forecasting, Asset Based Lending, Financial Services, Financial Modeling

Education
University of St. Thomas - Opus College of Business   2001 — 2005
MBA, Finance

St. Cloud State University   1995 — 1998
BA, Business Economics

Mark Danielski Mark Danielski Greater Minneapolis-St. Paul Area Details
Mark Danielski's RBC Dain Rauscher Experience December 2007 - Present
Job Trading Liaison/Trading Support at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Dain Rauscher   December 2007 - Present
RBC Dain Rauscher   May 2006 - 2007

Education
University of Minnesota Duluth   2000 — 2004

Dave Denker, CCP Dave Denker, CCP Columbus, Ohio Area Details
Dave Denker, CCP's RBC Dain Rauscher Experience 2003 - 2004
Job Compensation Professional
Industry Retail
Experience
Ascena Retail Group, Inc.   May 2013 - Present
SUPERVALU  August 2011 - October 2012
Wells Fargo  June 2007 - August 2011
Seabury Group/Organizational Concepts International   September 2004 - June 2007
RBC Dain Rauscher   2003 - 2004

Skills
Compensation Structures, Incentive Programs, Job Evaluation, Market Pricing, PeopleSoft, Compensation Structure..., Certified Compensation..., Salary Review, Microsoft Excel, Bonus Programs, Executive Compensation..., Outplacement, Financial Modeling, Management, Employee Recognition, Sales Compensation, Equal Pay Analysis, Project Management, HR Consulting, M&A experience, Survey Design, Geographic Pay Analysis, Data Analysis, Communication Skills, Written & Oral..., Success Factors, Field Incentives, FLSA Analysis, Merit Design and..., Job Descriptions

Education
University of Saint Thomas - School of Business   2008 — 2011
Graduate Coursework, Business Administration and Management, General

University of Minnesota-Twin Cities   2000 — 2004
Bachelor of Science (B.S.), Human Resources Development

Pam Tezak Pam Tezak Greater Minneapolis-St. Paul Area Details
Pam Tezak's RBC Dain Rauscher Experience January 2007 - April 2008
Job Independent Software Development Consultant | Healthcare Industry Focus
Industry Computer Software
Experience
Express Scripts  February 2013 - Present
Express Scripts  September 2012 - February 2013
Prime Therapeutics  May 2011 - July 2012
Prime Therapeutics  May 2011 - June 2012
RBC Wealth Management  April 2008 - May 2011
RBC Dain Rauscher   January 2007 - April 2008
City of Minneapolis  February 2005 - January 2007
Cargill  January 2004 - February 2005
U.S. Bank   March 2003 - December 2003
Best Buy  February 2002 - November 2002

Skills
User Acceptance Testing, Quality Assurance, Test Planning, Business Analysis, SDLC, Testing, Project Management, Quality Center, Management, Requirements Gathering, Software Quality..., Test Automation, Waterfall, Business Requirements, Cross-functional Team..., System Testing, Process Improvement, Test Management, Performance Testing, Health Care Reform, Health Insurance Claims, Health Care Exchange, Medicare Part D, Medicaid, Prescription Drug..., ICD-10, ALM, Defect Tracking, Requirements Analysis, Test Cases

Education
University of Minnesota-Duluth
BS Degree - with honors, Secondary Education and Teaching

University of St. Thomas
Master of Business Administration (MBA) - 4 classes remaining, Information Management Concentration

University of St. Thomas
Mini Master of Quality Management - 2001

University of St. Thomas
Mini Master of Retail Excellence - 2003

Don Gartlan Don Gartlan Gig Harbor, Washington Details
Don Gartlan's RBC Dain Rauscher Experience October 1989 - June 1996
Job President at Permission To Start Dreaming Foundation
Industry Financial Services
Experience
Permission To Start Dreaming Foundation   December 2013 - Present
Evergreen Asset Management  May 2011 - March 2015
Russell Investments  October 2001 - December 2010
A.G. Edwards & Sons, Inc.   June 1996 - October 2001
RBC Dain Rauscher   October 1989 - June 1996

Skills
Investment Advisory, Asset Allocation, Mutual Funds, Portfolio Management, Investments, Public Speaking, Wealth Management, Asset Management, Management Consulting, Alternative Investments, Securities, Series 7, Financial Services

Education
Texas A&M University   1984 — 1987
Bachelor of Science, Economics

Dan Hackert Dan Hackert Greater Minneapolis-St. Paul Area Details
Dan Hackert's RBC Dain Rauscher Experience June 2007 - January 2008
Job Technical Specialist
Industry Retail
Experience
Best Buy  2007 - Present
RBC Dain Rauscher   June 2007 - January 2008
Accenture  2005 - 2007
Accenture - BBTG   2005 - 2007
Summer Networks   2001 - 2007
Best Buy  2002 - 2003

Skills
Enterprise Architecture, IT Strategy, Vendor Management, Active Directory, SDLC, Microsoft SQL Server, Business Analysis, Solution Architecture, Integration, Visio, Disaster Recovery, System Deployment, ITIL, SharePoint, IT Management

Education
University of Minnesota-Twin Cities   1995 — 1998
Math

Waconia high school

Charles Dickson Charles Dickson Greater Minneapolis-St. Paul Area Details
Charles Dickson's RBC Dain Rauscher Experience July 2006 - December 2007
Job Director at Optum
Industry Computer Software
Experience
Optum  April 2015 - Present
OptumInsight  January 2014 - Present
UnitedHealth Group  June 2009 - January 2014
Express Scripts  September 2008 - March 2009
United Health Group  January 2008 - April 2008
RBC Dain Rauscher   July 2006 - December 2007
Lawson Software  July 2005 - June 2006
MDC Holdings  January 2005 - June 2005
Wells Fargo  July 2003 - December 2004
Honeywell  January 2002 - June 2003

Skills
SDLC, Process Improvement, Project Management, Business Analysis, Program Management, Consulting, Requirements Analysis, Visio, Business Intelligence, Vendor Management, SharePoint, Requirements Gathering, Business Process..., Cross-functional Team..., Change Management, Management, Business Process, Integration, Leadership, Strategy, IT Strategy, Strategic Planning, Software Project..., Enterprise Architecture

Education
University of Minnesota - Carlson School of Management

Kristofer Mayrand Kristofer Mayrand Greater Chicago Area Details
Kristofer Mayrand's RBC Dain Rauscher Experience October 2006 - August 2007
Job Manager Product Optimization at United Airlines
Industry Aviation & Aerospace
Experience
United Airlines  November 2014 - Present
Marketing Werks  May 2014 - October 2014
United Airlines  May 2011 - April 2014
United Airlines  July 2009 - May 2011
University of Iowa Research Foundation  September 2008 - December 2008
RBC Capital Markets  May 2008 - August 2008
RBC Dain Rauscher   October 2006 - August 2007

Skills
Financial Modeling, Capital Budgeting, Quantitative Analytics, Financial Analysis, Competitive Analysis, Customer segmentation, Digital marketing..., Business case..., Segmentation, Digital Marketing, Product Marketing, Business Development, Product Management, Business Case, Management, Pricing, Leadership

Education
University of Iowa   2007 — 2009
MBA, Finance and Strategy

University of Wisconsin-Madison   2001 — 2005
BS, Psychology

Jackie Murino Jackie Murino Greater New York City Area Details
Jackie Murino's RBC Dain Rauscher Experience December 2005 - August 2006
Job Manager at Deloitte
Industry Real Estate
Experience
Deloitte Financial Advisory Services  September 2007 - Present
Marshall & Stevens  September 2006 - September 2007
RBC Dain Rauscher   December 2005 - August 2006
Refco  July 2005 - November 2005
Brown Brothers Harriman  December 2002 - June 2005
Barclays Private Banking   June 2001 - October 2002
Salomon Smith Barney  June 2000 - June 2001

Skills
Valuation, Financial Analysis, Financial Modeling, Fixed Income, Portfolio Management, Corporate Finance, Business Valuation, Mergers & Acquisitions, Financial Reporting, Private Equity

Education
University of Delaware   1996 — 2000
Bachelor of Science, Finance/Marketing

Dennis J. Murray Dennis J. Murray Greater Minneapolis-St. Paul Area Details
Dennis J. Murray's RBC Dain Rauscher Experience August 1967 - May 2003
Job Investor
Industry Financial Services
Experience
Taggart Communications   January 2005 - December 2009
RBC Dain Rauscher   August 1967 - May 2003

Education
University of Minnesota-Twin Cities   1963 — 1967

IAU College, Aix-en-Provence, France   1965 — 1966
French

Lu Harris Lu Harris Houston, Texas Area Details
Lu Harris's RBC Dain Rauscher Experience Financial ConsultantSmith BarneyOctober 1987 - January 1990
Job First Vice President Private Client Group at RBC Dain Rauscher
Industry Investment Management
Experience
RBC Dain Rauscher   Financial ConsultantSmith BarneyOctober 1987 - January 1990

Education
University of St. Thomas (TX)   1986 — 1988
MBA, Finance

Texas A&M University   1976 — 1980

Jon Rohloff Jon Rohloff Duluth, Minnesota Area Details
Jon Rohloff's RBC Dain Rauscher Experience March 2006 - September 2006
Job Sales Rep at Stryker Surgical
Industry Medical Devices
Experience
Stryker Instruments  February 2008 - Present
Stryker Orthopedics  October 2006 - January 2008
RBC Dain Rauscher   March 2006 - September 2006
Wells Fargo Investments  February 2005 - February 2006
RBC Dain Rauscher   October 2001 - January 2005
Cincinnati Cyclones  September 2000 - April 2001
Kansas City Blades   November 1998 - April 2000
Kentucky Thoroughblades   September 1998 - October 1998
Boston Bruins  October 1993 - April 1998

Skills
Marketing, Customer Service, Medical Devices, Team Building, Sales, Account Management, Management, Sales Operations, Leadership, Sales Management, New Business Development, Public Speaking, Cold Calling, Coaching

Education
University of Minnesota Duluth   1988 — 1992
B.B.A, Finance

Jeremiah Jacobson Jeremiah Jacobson Greater Minneapolis-St. Paul Area Details
Jeremiah Jacobson's RBC Dain Rauscher Experience December 2001 - November 2005
Job Sr. Analyst at Varde Partners
Industry Investment Management
Experience
Self Employed  June 2012 - August 2013
CL King & Associates  April 2011 - June 2012
SSG Management, LLC   February 2010 - March 2011
TPG Credit Management  February 2008 - July 2009
RBC Capital Markets  July 2007 - January 2008
RBC Capital Markets  March 2006 - June 2007
RBC Dain Rauscher   December 2001 - November 2005

Skills
Fixed Income, Investments, Trading, Bloomberg, Hedge Funds, Securities, Capital Markets, Options, Financial Markets, Series 63, FINRA, Equities, Financial Modeling, Asset Managment, Series 7, Alternative Investments, Portfolio Management, Valuation, Financial Analysis, Derivatives, Mutual Funds, Corporate Finance, Equity Research, Investment Management

Education
St. Olaf College   1997 — 2001
Bachelor of Arts (BA), Economics

Nicole Bennett Price, CFP® Nicole Bennett Price, CFP® Philadelphia, Pennsylvania Details
Nicole Bennett Price, CFP®'s RBC Dain Rauscher Experience 2003 - 2005
Job Vice President at Pennsylvania Trust
Industry Financial Services
Experience
Pennsylvania Trust  January 2015 - Present
BNY Mellon Wealth Management  September 2012 - January 2015
BNY Mellon Wealth Management  February 2008 - September 2012
myCIO Wealth Partners  2005 - 2007
RBC Dain Rauscher   2003 - 2005

Skills
Investments, Estate Planning, Wealth Management, Investment Strategies, Wealth, Wealth Management..., Portfolio Management

Education
University of Delaware   1998 — 2002
Leadership and Consumer Economics

Jaymee Lebowsky MBA Jaymee Lebowsky MBA Greater Minneapolis-St. Paul Area Details
Jaymee Lebowsky MBA's RBC Dain Rauscher Experience December 2003 - September 2007
Job Network Contract Manager at UnitedHealthcare (UnitedHealth Group)
Industry Financial Services
Experience
UnitedHealthcare (UnitedHealth Group)   May 2012 - Present
Ameriprise Financial Services, Inc.   2009 - May 2012
Wells Fargo Company  September 2007 - October 2008
RBC Dain Rauscher   December 2003 - September 2007
American Express  February 2002 - December 2003
American Express Financial Advisors  September 1999 - February 2002

Skills
Financial Analysis, Process Improvement, Series 7, Forecasting, Investments, Portfolio Management, Finance, Vendor Management Skills, Strategy, Vendor Relationships, Strategic Planning, Pricing, Corporate Finance, Management, Accounting, Derivatives, Cross-functional Team..., Analysis, Healthcare Management, Sarbanes-Oxley Act, Drug Delivery, Health Insurance, Capital Markets, Securities, Fixed Income, Cash Management, Pharmacy Benefit..., Leadership, Managed Care, Cash Flow

Education
Thames Valley University - London England
Business and History

University of Minnesota-Twin Cities
Bachelor of Arts, Economics

University of Saint Thomas - School of Business
MBA, Business

Lisa Villalta Lisa Villalta Greater Minneapolis-St. Paul Area Details
Lisa Villalta's RBC Dain Rauscher Experience 2001 - 2003
Job Compliance Officer
Industry Financial Services
Experience
Leading Mid-Sized Investment Advisory Firm   March 2012 - Present
Clark Securities, Inc.   February 2003 - April 2011
RBC Dain Rauscher   2001 - 2003
Piper Jaffray  1996 - 2001

Education
St. Olaf College
B.A., History

Terri Gureno Terri Gureno Madison, Wisconsin Area Details
Terri Gureno's RBC Dain Rauscher Experience 1998 - 2000
Job Administrative Officer
Industry Government Relations
Experience
USDA-ARS  July 2015 - Present
Peace Corps  February 2014 - July 2015
Peace Corps  October 2009 - July 2015
Peace Corps  September 2011 - January 2014
Peace Corps  October 2009 - September 2011
University of Oregon  2004 - 2009
RBC Dain Rauscher   1998 - 2000

Skills
Research, Policy Analysis, Nonprofits, Grant Writing, Public Policy, Program Evaluation, International Relations, Grants, Volunteer Management, Capacity Building, Community Outreach, Program Development

Education
University of Oregon   2003 — 2005
MPA, Public Administration and Nonprofit Management

University of Iowa   1990 — 1993
Bachelor's Degree, Political Science and French

Laura Ehrenberg-Chesler Laura Ehrenberg-Chesler San Antonio, Texas Area Details
Laura Ehrenberg-Chesler's RBC Dain Rauscher Experience June 1994 - February 2000
Job ceo at crossvault capital
Industry Investment Management
Experience
crossvault capital   February 2000 - Present
RBC Dain Rauscher   June 1994 - February 2000

Education
The University of Texas at Austin   1978 — 1983
BBA Finance

Brent Beesley Brent Beesley Austin, Texas Area Details
Brent Beesley's RBC Dain Rauscher Experience October 1995 - March 2000
Job Principal/Director of Private Wealth Management of Eltekon Advisors, LLC
Industry Financial Services
Experience
Eltekon Advisors, LLC   October 2002 - Present
Morgan Stanley  March 2000 - July 2001
RBC Dain Rauscher   October 1995 - March 2000

Skills
Asset Managment, Financial Analysis, Insurance, Strategic Planning, Equities, Wealth Management, Investment Advisory, 401k Rollovers, Professional Portfolio..., Alternative Investments, Tactical Asset..., Contract Negotiation, Business Development, Retirement, Asset Management, Series 7, Financial Advisory, Finance

Education
St. Edward's University   1988 — 1990
MBA, Mangement/Finance

Trinity University   1983 — 1987
BA, Psychology/History

Bishop Kelley High School   1980 — 1983

Anna Retsema Anna Retsema Richmond, Virginia Area Details
Anna Retsema's RBC Dain Rauscher Experience April 2004 - May 2005
Job WFA Regional Supervisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2014 - Present
Wells Fargo Advisors  January 2009 - March 2014
Wachovia Securities  July 2007 - December 2008
Wachovia Securities  June 2005 - July 2007
RBC Dain Rauscher   April 2004 - May 2005
Wells Fargo Investments  May 2001 - March 2004
Ameriprise Financial Advisors  November 1996 - May 2001
IBM Global Services  June 1996 - November 1996

Skills
Series 9, Series 10, Series 7, Series 63, Investments, Securities, Brokerage, Financial Services, Banking

Education
The University of Connecticut   1988 — 1993
Bachelor's, Political Science

Aaron Switz Aaron Switz Greater Minneapolis-St. Paul Area Details
Aaron Switz's RBC Dain Rauscher Experience May 1995 - August 1995
Job Founder & CEO at Yogurt Lab, Agra Culture Kitchen & Press, Sotarol, & COFounder at MAS Partners, LLC
Industry Investment Management
Experience
Pentwater Capital Management lp   October 2008 - February 2013
Deephaven Capital Management  December 1998 - August 2008
RBC Capital Markets  May 1996 - December 1998
RBC Dain Rauscher   May 1995 - August 1995
RBC Dain Rauscher   May 1994 - August 1994

Skills
Equities, Hedge Funds, Bloomberg, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Investments, Options, Derivatives, Securities, Trading, Asset Allocation, Swaps, Financial Analysis, Due Diligence, Equity Research, Series 7, Investment Management, Mergers & Acquisitions, Retail Category..., Franchising

Education
University of Arizona   1991 — 1996
Bachelor of Science (BS), Business Administration and Management, General

Kevin Calder Kevin Calder San Francisco Bay Area Details
Kevin Calder's RBC Dain Rauscher Experience June 2007 - August 2007
Job Benefit Analyst, Health Insurance Associate at Barney & Barney, a Marsh McLennan Agency LLC
Industry Financial Services
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company   September 2012 - Present
Enterprise Holdings Inc.  March 2009 - October 2012
Best Buy  January 2008 - May 2008
RBC Dain Rauscher   June 2007 - August 2007
Orinda County Club   January 2001 - August 2007

Skills
Sales, Marketing, Management, Customer Service, Account Management, Marketing Strategy, Microsoft Excel, Cold Calling, Employee Benefits, Microsoft Office, PowerPoint, Leadership, Sales Management, Insurance, Training, Financial Analysis, Recruiting, Microsoft Word, Time Management, Strategic Planning, Sales Process, Health Insurance, Intercollegiate..., Teamwork

Education
University of Arizona   2004 — 2008
BA, Economics

Miramonte High School   2001 — 2004

Janie Pedersen Janie Pedersen Greater Minneapolis-St. Paul Area Details
Janie Pedersen's RBC Dain Rauscher Experience October 1981 - April 2006
Job Chief Compliance Officer at Northland Securities, Inc.
Industry Financial Services
Experience
Northland Securities, Inc.   June 2008 - Present
RBC Capital Markets  April 2006 - May 2008
RBC Dain Rauscher   October 1981 - April 2006

Education
University of Minnesota-Twin Cities   1979 — 1984
BA

Dave Piotrowski Dave Piotrowski Dallas/Fort Worth Area Details
Dave Piotrowski's RBC Dain Rauscher Experience March 2000 - December 2003
Job Managing Director at Waterford Capital, Inc.
Industry Investment Banking
Experience
Waterford Capital, Inc.   May 2010 - Present
Double Eagle Advisors, LLC   June 2008 - Present
BMO Capital Markets  December 2003 - May 2008
RBC Dain Rauscher   March 2000 - December 2003
Banc One Capital Markets, Inc.   January 1999 - March 2000
Banc One Capital Partners   August 1997 - January 1999
Jayhawk Acceptance Corporation  January 1996 - July 1997
NationsBank  June 1994 - December 1995

Skills
Fundamental Analysis, Valuation, Due Diligence, Portfolio Management, Structured Finance, Corporate Finance, Equities, Derivatives, Mortgage Lending, Mergers & Acquisitions, Cash Flow, Investment Banking, Capital Markets, Loans, Securitization, Credit, Trading, Commercial Mortgages, Private Placements, ABS, Finance, Fixed Income, Analytics, Financial Institutions, Financial Analysis, Funding, Securities, Bonds, Cash Flow Forecasting, Financial Modeling, Alternative Investments, Cash Management, Hedge Funds, Real Estate

Education
Texas Christian University - M.J. Neeley School of Business   1990 — 1994
BBA, Finance

R. Stephen Meyers R. Stephen Meyers Greater Seattle Area Details
R. Stephen Meyers's RBC Dain Rauscher Experience 2006 - Present
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  Senior Vice PresidentRBC Wealth Management2007 - Present
RBC Welth Management   2006 - Present
RBC Dain Rauscher   2006 - Present
Piper Jaffray  1985 - 2006

Skills
Investments, Investment Strategies, Estate Planning, Wealth Management, Investment Management, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Series 63, Fixed Income, Equities, Securities, FINRA, Strategic Financial..., Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments

Education
Texas Christian University   1970 — 1973
Bachelor of Arts, History/ Political Science

Texas Christian University   1970 — 1973
Bachelor of Arts (BA), History

Cory Hornbacher Cory Hornbacher Greater Minneapolis-St. Paul Area Details
Cory Hornbacher's RBC Dain Rauscher Experience March 2005 - January 2007
Job Orthopaedic Sales Representative
Industry Medical Devices
Experience
DePuy Orthopaedics  April 2009 - Present
Sepracor Pharmaceuticals  January 2007 - April 2009
RBC Dain Rauscher   March 2005 - January 2007
RBC Dain Rauscher   January 2002 - March 2005
RBC Dain Rauscher   March 1999 - December 2001

Skills
Sales, Sales Operations, Sales Management, New Business Development, Customer Service, Cold Calling, Selling, Product Launch, Pharmaceutical Sales, Sales Process, Medical Devices, Operating Room, Surgeons, Capital Equipment, Market Development, Process Improvement

Education
The University of North Dakota   1992 — 1998
BS & BA, Business, Information Management

William Smale William Smale Greater Minneapolis-St. Paul Area Details
William Smale's RBC Dain Rauscher Experience October 2006 - February 2008
Job Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
Retired  April 2015 - Present
RBC Wealth Management  March 2008 - April 2015
RBC Dain Rauscher   October 2006 - February 2008
Cytrol   1980 - 1988

Education
University of Illinois at Urbana-Champaign   1967 — 1970
BS, EE & CS

Naiyer Usmani Naiyer Usmani Greater Minneapolis-St. Paul Area Details
Naiyer Usmani's RBC Dain Rauscher Experience 2000 - 2008
Job Senior System Analyst at Prime Therapeutics
Industry Information Technology and Services
Experience
Prime Therapeutics  June 2015 - July 2015
TCF Bank  May 2013 - May 2015
Wells Fargo Home Mortgage  January 2013 - May 2013
Infosys  November 2011 - September 2012
Wells Fargo  October 2010 - October 2011
Thomson Reuters  August 2009 - September 2010
Federal Reserve Bank of Minneapolis  March 2009 - August 2009
RBC Wealth Management  September 2000 - October 2008
RBC Dain Rauscher   2000 - 2008
Target  August 1998 - September 2000

Skills
Software Development, DB2, COBOL, JCL, Program Management, CICS, Mainframe, Testing, Systems Analysis, SDLC, Agile Methodologies, Requirements Analysis

Education
University of Manitoba   1979 — 1984
Bachelor of Science (B.Sc.), Computer Science

Michele Sandberg Miley Michele Sandberg Miley Greater Minneapolis-St. Paul Area Details
Michele Sandberg Miley's RBC Dain Rauscher Experience September 1995 - September 1997
Job
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   Sales Supervision ManagerAmeriprise Financial Services, Inc.May 2010 - March 2015
RiverSource Fund Distributors, Inc at Ameriprise Financial   October 2009 - May 2010
U.S. Bancorp Investments, Inc.   April 2007 - October 2009
TCF Bank  December 2004 - July 2006
Deephaven Capital Management  April 2002 - September 2004
Dougherty & Company  July 1999 - July 2001
Wells Fargo Investments  September 1997 - June 1999
RBC Dain Rauscher   September 1995 - September 1997

Skills
Customer Service, Risk Management, Financial Services, Series 7, Series 9/10, Series 24, Series 66

Education
Little Falls Community High School

University of Minnesota Duluth
BA, Chemistry and Spanish

Ginny Holliday Ginny Holliday Dallas/Fort Worth Area Details
Ginny Holliday's RBC Dain Rauscher Experience 2002 - February 2005
Job Director of the Facilities Management Department at City of Garland
Industry Government Administration
Experience
City of Garland  March 2012 - Present
City of Garland  October 2010 - March 2012
City of Garland, Texas  February 2010 - October 2010
Raymond James Financial Services  November 2007 - November 2009
Banc of America Investment Services  2005 - August 2007
RBC Dain Rauscher   2002 - February 2005
Morgan Stanley  1981 - April 2002

Skills
Risk Management, Strategic Planning, Leadership Development, Change Management, Recruiting, Policy, Insurance, Asset Management, Contract Negotiation, Leadership, Portfolio Management, Microsoft Excel, Program Management, Training, Team Building, Management, Analysis, Strategy, Team Leadership, Business Analysis, Project Management, Employee Benefits, Organizational..., Budgets, Process Improvement, Management Consulting, Coaching, Facilities Operations, Government, Banking, Strategic Financial..., Financial Analysis

Education
University of Denver   1976 — 1980
BS, Public Affairs and Mass Communications

Benjamin Arizmendi Benjamin Arizmendi San Francisco Bay Area Details
Benjamin Arizmendi's RBC Dain Rauscher Experience May 2002 - May 2005
Job VPFinancial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  January 2006 - Present
RBC Dain Rauscher   May 2002 - May 2005
Swidler & Berlin  January 2000 - January 2001

Education
The George Washington University Law School   1996 — 1999
JD, Law

University of California, Los Angeles   1990 — 1995
BA, Philosophy

Ravinder Posanipally Ravinder Posanipally Greater Minneapolis-St. Paul Area Details
Ravinder Posanipally's RBC Dain Rauscher Experience March 2006 - September 2007
Job Business System Analyst at Cognizant Technology Solutions
Industry Computer Software
Experience
Cognizant Technology Solutions  September 2011 - Present
Cargill Inc.,   December 2009 - Present
NetApp  2011 - 2012
Pax International Co. Inc.   2006 - 2010
CHS Inc.,   July 2009 - December 2009
Minnesota Office of Secretary of State   August 2008 - June 2009
RBC Dain Rauscher   March 2006 - September 2007
United Way  February 2006 - March 2006
Clavib Inc.,   2002 - 2005
Suryajothi Info Tech   2002 - 2005

Skills
.NET, Microsoft SQL Server, C#, ASP.NET, VB.NET, Project Management

Education
University of Hyderabad   1992 — 1995
Master of Computer Applications, Computer Science

MJH School
Masters in Computer Applications, Computer Science

Liz (Welsh) Schmillen Liz (Welsh) Schmillen Greater Minneapolis-St. Paul Area Details
Liz (Welsh) Schmillen's RBC Dain Rauscher Experience 1995 - 1997
Job Director, Human Resources at Bay West, Inc.
Industry Environmental Services
Experience
Bay West LLC  January 2009 - Present
Carmichael Lynch Spong  1998 - 2007
Carmichael Lynch  1998 - 2007
Piper Jaffray  1987 - 2001
RBC Dain Rauscher   1995 - 1997

Skills
Onboarding, Benefits Administration, Applicant Tracking..., Employee Relations, Employee Engagement, Recruiting, Employee Benefits, Succession Planning, Personnel Management, Team Building, New Hire Orientations, Temporary Placement, Human Resources

Education
University of Minnesota Duluth   1983 — 1987
BA, Journalism, Communications

Kevin Segrell Kevin Segrell Orange County, California Area Details
Kevin Segrell's RBC Dain Rauscher Experience October 1994 - February 2002
Job Senior Vice PresidentHead of Fixed Income Trading at Gilford Securities
Industry Financial Services
Experience
Gilford Securities  May 2009 - Present
Wamu Investments/JPM Chase   September 2008 - May 2009
Brookstreet Securities  March 2002 - July 2007
RBC Dain Rauscher   October 1994 - February 2002

Skills
Series 63, Trading, Series 24, Series 7, Bonds, Fixed Income, Securities, Financial Markets, Trading Strategies, Asset Management, Bloomberg, FINRA, Investments

Education
University of Connecticut   1990 — 1992
BA, Economics

Shawn Dearey Shawn Dearey Albuquerque, New Mexico Area Details
Shawn Dearey's RBC Dain Rauscher Experience August 1989 - November 1992
Job Sr. Financial Analyst at Southern Ute Growth Fund
Industry Venture Capital & Private Equity
Experience
Southern Ute Growth Fund  October 2011 - Present
Southern Ute Growth Fund  October 2006 - October 2011
TCF Financial Corporation (Bank)   April 2001 - October 2006
Federal Reserve Bank of Minneapolis  November 1992 - July 1997
RBC Dain Rauscher   August 1989 - November 1992

Skills
Private Equity, Financial Analysis, Investments, Data Analysis, Financial Modeling, Competitive Analysis, Valuation, Research, Portfolio Management, Due Diligence, Banking, Analysis, Strategic Planning, Finance

Education
University of St. Thomas   1991 — 1994
MBA, Finance

St. Cloud State University   1985 — 1989
B.S., Finance concentration

Christopher James Daniel, M.A., LPC Christopher James Daniel, M.A., LPC Kerrville, Texas Details
Christopher James Daniel, M.A., LPC's RBC Dain Rauscher Experience 1992 - 1995
Job Collegiate Case Manager at La Hacienda Treatment Center
Industry Mental Health Care
Experience
La Hacienda Treatment Center  August 2013 - Present
3rd Step Counseling   December 2011 - Present
3rd Step Counseling   January 2011 - Present
Ray C. Fish Foundation   1981 - Present
Pathways Youth & Family Services   June 2006 - October 2011
La Hacienda Treatment Center  2005 - 2008
Identity Development   2002 - 2004
Episcopal HS, St John's HS, and others.   September 1988 - March 1995
RBC Dain Rauscher   1992 - 1995
The Shoulder   August 1988 - January 1990

Skills
Counseling, Entrepreneurial..., Small Business, Government Relations, Strategic Planning, Fundraising, Non-profits, Budgeting, Psychotherapy, Budgets, Nonprofits, Treatment, Adolescents, Addiction Recovery, Entrepreneurship, Crisis Intervention, Family Therapy, Mental Health Counseling, Mental Health, Group Therapy, Psychology, Case Managment, CBT, Social Services, Chemical Dependency, Interventions, Behavioral Health, Counseling Psychology, Clinical Research, Therapists, Grants, Stress Management, Healing, Program Development, Conflict Resolution, Life Coaching, Community Outreach, Personal Development, Motivational..., Career Counseling, Mindfulness, Self-esteem, Life Transitions, Plannning, Google Groups, Healthcare, Workshop Facilitation, Individual Counselling, Crisis, Clinical Supervision

Education
St. Mary's University   1998 — 2002
Master of Arts (M.A.), Marriage and Family Therapy

University of Houston   1990 — 1992
no degree, undergrad psych credits needed for grad school, Psychology

University of Houston Law Center   1981 — 1983
no degree, Law

Washington and Lee University   1977 — 1981
B.A., Economics

St. John's High School in Houston, Tx   1971 — 1977

Kinkaid School

Steven Beaupre Steven Beaupre Greater Minneapolis-St. Paul Area Details
Steven Beaupre's RBC Dain Rauscher Experience December 2007 - November 2008
Job at
Industry Financial Services
Experience
Cetera Investment Services  August 2013 - Present
Ameriprise Financial  May 2010 - November 2012
RBC Dain Rauscher   December 2007 - November 2008
RSM McGladrey  July 2001 - December 2007
American Express Financial Advisors  December 1997 - July 2001

Skills
Alternative Investments, Asset Allocation, Financial Advisory, Portfolio Management, Investment Advisory, Series 7, Investment Strategies, Insurance, Strategic Financial..., Fixed Income, Estate Planning, Options, Due Diligence, Retirement Planning, Trading, Wealth Management, Equities, Mutual Funds, Investments

Education
University of Minnesota Duluth   1986 — 1991
Bachelor of Arts, Major - Politcal Science. Minor - International Relations

University of Birmingham   1987 — 1988
History

Gerry Isaacson, MBA Gerry Isaacson, MBA Greater Minneapolis-St. Paul Area Details
Gerry Isaacson, MBA's RBC Dain Rauscher Experience June 2007 - October 2007
Job President and Contract QA Consultant
Industry Information Technology and Services
Experience
TGICo Consulting, Inc.   May 1997 - Present
Medtronic  March 2013 - May 2013
Medtronic  October 2012 - January 2013
Medtronic  November 2011 - January 2012
Medtronic  May 2009 - May 2011
RBC Dain Rauscher   June 2007 - October 2007
Hutchinson Technology Incorporated  June 2006 - June 2007
Ecolab  September 2005 - June 2006
Guidant/CPI   May 1997 - February 2000
Cardiac Pacemakers, Inc  June 1989 - April 1995

Skills
Business Analysis, Integration, User Acceptance Testing, Quality Assurance, Testing, Project Management, Databases, Test Planning, Process Improvement, Software Quality..., Access, Quality Center, Management, Change Management, Training, Leadership, HP Quality Center

Education
Brooklyn Center High School   2011 — 2011

University of Minnesota - Carlson School of Management   2011 — 2011
MBA, Business - General

University of Minnesota
BA Business

Sabina Vegiard Sabina Vegiard Hartford, Connecticut Area Details
Sabina Vegiard's RBC Dain Rauscher Experience January 2005 - May 2005
Job Financial Consultant, AVP at Citizens Investment Services
Industry Financial Services
Experience
Citizens Securities, Inc   September 2014 - Present
Citizens Bank  September 2013 - Present
TD  September 2009 - July 2013
Sovereign Bank  May 2008 - September 2009
Sovereign Bank  June 2006 - May 2008
Sovereign Bank  September 2005 - June 2006
RBC Dain Rauscher   January 2005 - May 2005

Skills
Sales, Retail, Financial Analysis, Customer Service, Cash Management, Investments, Retail Lending, Small Business Lending, Store Management, Sales and Service, Coaching and Development, Operations Management, Banking, Retail Banking, Consumer Lending, Cross Selling, Mortgage Lending, Loans, Finance, Management, Sales Operations, Analysis

Education
Trinity College-Hartford   2001 — 2005
BA, Economics/Russian

Trinity College-Hartford   2001 — 2005
Bachelor's degree, Economics

Dawn Stephens Dawn Stephens Houston, Texas Details
Dawn Stephens's RBC Dain Rauscher Experience September 2006 - December 2007
Job Compliance Administrative Assistant
Industry Financial Services
Experience
Merrill Lynch  March 2015 - Present
RBC Wealth Management  September 2011 - March 2015
Raymond James & Associates, Inc   January 2008 - August 2011
RBC Dain Rauscher   September 2006 - December 2007
Dain Rauscher  2000 - 2002
Michael J. Chaney, M.D   1997 - 1999
Micro-Flo Industries   1992 - 1997

Education
Texas A&M University
Bachelor of Science, Psychology

Frank Tighe Frank Tighe Houston, Texas Area Details
Frank Tighe's RBC Dain Rauscher Experience October 1998 - January 2004
Job Director, Defined Contribution Investments at Hartford Funds
Industry Investment Management
Experience
Hartford Funds  May 2014 - Present
The Newport Group  January 2011 - May 2014
Mercer  March 2009 - December 2010
Wachovia, A Wells Fargo Company  2007 - 2009
Wells Fargo  January 2004 - January 2007
RBC Dain Rauscher   October 1998 - January 2004
MJ Whitman Advisors   1994 - 1998

Education
University of Houston   1988 — 1990
Finance

westfield high school   1982 — 1986

Michael Schuette Michael Schuette Greater Minneapolis-St. Paul Area Details
Michael Schuette's RBC Dain Rauscher Experience February 2004 - January 2006
Job Advisory Research Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2006 - Present
RBC Wealth Management  January 2006 - November 2006
RBC Dain Rauscher   February 2004 - January 2006

Skills
Asset Allocation, Bloomberg Terminal, Due Diligence, Factset, Microsoft Office, Morningstar, Operational Due..., Performance Attribution, Performance Measurement, Portfolio Management, Zephyr AllocationADVISOR, Zephyr StyleADVISOR, Alternative Investments, Fixed Income, Investments, Hedge Funds, Private Equity, Mutual Funds, Series 7, Wealth Management, Finance, Series 63, Asset Management, Financial Advisory

Education
St. Cloud State University
B.S., Finance

Patrick Niles Patrick Niles Eau Claire, Wisconsin Area Details
Patrick Niles's RBC Dain Rauscher Experience 2001 - 2003
Job Laboratory Technician II at Pentair
Industry Mechanical or Industrial Engineering
Experience
Pentair  May 2011 - Present
Minnesota Wire & Cable Co   June 2005 - May 2011
Kmart Corporation  May 2003 - May 2005
RBC Dain Rauscher   2001 - 2003

Skills
Troubleshooting, Training, Engineering, Time Management, Medical Devices, Microsoft Office, Customer Service, Team Building, Teamwork, Leadership, Lean Manufacturing, Product Development, Communication, Critical Thinking, Event Planning, Social Media..., Process Engineering, Testing, JD Edwards, Paradox, Technical Documentation, Continuous Improvement

Education
University of Wisconsin-Eau Claire   2002 — 2007
BS, Biology, Chemistry

University of Minnesota-Duluth   2005 — 2006

Eau Claire Memorial High School   1998 — 2002
High School

Kathy Krum Kathy Krum Greater Minneapolis-St. Paul Area Details
Kathy Krum's RBC Dain Rauscher Experience January 2000 - April 2003
Job at the University of Minnesota
Industry Higher Education
Experience
University of Minnesota  December 2013 - Present
University of Minnesota  August 2009 - December 2013
LandAmerica Commonwealth  October 2003 - January 2009
RBC Dain Rauscher   January 2000 - April 2003
Messerli & Kramer  August 1994 - December 1999

Skills
Financial Reporting, Account Reconciliation, Accounting, Accounts Payable, Financial Analysis, PeopleSoft, Microsoft Excel, Accounts Receivable, Budgets, Finance, Financial Accounting, Microsoft Office, Outlook, Microsoft Word, Data Entry

Education
University of Minnesota-Twin Cities   1988 — 1994
Bachelor of Arts, International Relations and German

North High   1984 — 1988
diploma

SCOTT GRAMSEY SCOTT GRAMSEY Hopkins, Minnesota Details
SCOTT GRAMSEY's RBC Dain Rauscher Experience October 2005 - August 2007
Job Manager Global Treasury Operations
Industry Financial Services
Experience
Cargill Incorporated  September 2010 - Present
Lacrosse Global Fund Services  August 2008 - September 2010
Lacrosse Global Fund Services  August 2007 - August 2008
RBC Dain Rauscher   October 2005 - August 2007
RBC Dain Rauscher   July 2004 - October 2005
RBC Dain Rauscher   October 2002 - July 2004
NRG Energy  February 2002 - August 2002

Education
University of Minnesota Duluth   1998 — 2001
Bachelor of Business Administration (BBA), Finance & Marketing - Double Major

Sarah Krake Sarah Krake Greater Minneapolis-St. Paul Area Details
Sarah Krake's RBC Dain Rauscher Experience September 1999 - April 2003
Job Right of Way Agent at City of Minnetonka
Industry Government Administration
Experience
City of Minnetonka  May 2008 - Present
Self-employed  June 2004 - May 2008
RBC Dain Rauscher   September 1999 - April 2003
Dain Rauscher  September 1997 - September 1999

Education
University of St. Thomas   1987 — 1989
BA, Psychology/Business Admin

St. Olaf College   1985 — 1987
Pre-med:Biology/Psychology

IRWA

Kaplan/Pro Source Professional Schools
Appraisal

Lorman Education Services

Minnesota State Bar Association Continuing Legal Education (CLE)

Tom Gervais Tom Gervais Dallas, Texas Details
Tom Gervais's RBC Dain Rauscher Experience January 2001 - December 2003
Job Founder/Managing Director at Summit Capital Partners
Industry Investment Management
Experience
Summit Capital Partners LLC   April 2010 - Present
PBL Capital   August 2006 - April 2010
BMO Capital Markets  January 2004 - August 2006
RBC Dain Rauscher   January 2001 - December 2003
Banc One Capital Markets  January 1990 - December 2000

Education
University of Houston   1980 — 1982
Master of Science (MS)

University of Houston   1979 — 1980
Bachelor of Science (BS)

Elaine Kelash Elaine Kelash Minneapolis, Minnesota Details
Elaine Kelash's RBC Dain Rauscher Experience December 1997 - June 2006
Job Category Manager/Contracts Specialist at University of Minnesota, Purchasing Services
Industry Higher Education
Experience
University of Minnesota, Purchasing Services   August 2007 - Present
Blue Cross and Blue Shield of Minnesota  June 2006 - August 2007
RBC Dain Rauscher   December 1997 - June 2006

Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), American Studies

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