RBC Dain Rauscher Inc.
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RBC Dain Rauscher Inc. Employees
Egmont Advisors LLC December 2010 - Present
ACM SA: Advanced Currency Markets October 2009 - December 2010
Haad Rin Capital Partners LLC October 2005 - October 2009
FXCM - Forex Capital Markets LLC March 2003 - October 2005
Koh Phangan, Thailand and Fukuoka, Japan September 2001 - February 2003
RBC Dain Rauscher Inc. November 1999 - September 2001
Skills
eFX, Interest Rates, Prime Brokerage, OTC FX clearing, Risk Management, Online Trading, FX Options, Bank Relationship..., Competitive Landscape..., Trade Execution, Algorithmic Trading, Emerging Managers, Non-Bank Liquidity..., Hedge Funds, HFT
Education
University of Colorado Boulder 1994 — 1998
BFA, Art History
University of Pittsburgh 1997 — 1997
Assoc., Semester at Sea - Fall 1997
Auker Investments July 2014 - Present
Personal Investor Plan June 2013 - Present
Auker Investments July 2014 - Present
Auker Advisors Consulting January 2014 - September 2015
LPL Financial December 2013 - July 2014
Auker Investments 2014 - 2014
Robert W. Baird & Co. February 2008 - May 2011
RBC Dain Rauscher Inc. April 1994 - February 2008
Kemper Securities January 1988 - April 1994
Blunt Ellis and Loewi & Co. August 1977 - January 1988
Skills
Wealth Management..., Wealth, Small Business, Marketing, Investments, Management, Entrepreneurship, Strategic Financial..., Equities, Team Building, Direct Sales, Finance, Loans, Sales, Coaching, Insurance, Investment Advisory, Wealth Management, Financial Analysis, Estate Planning, Asset Allocation, Investment Strategies, Business Planning, Leadership, Retirement Planning, Securities, Financial Planning, Strategic Planning, Public Speaking, Training, New Business Development, Customer Service, Budgets, Portfolio Management, Sales Management, Banking, Strategy, Financial Services, Event Planning, Risk Management, Asset Management, Social Media, Retirement, Social Media Marketing, Consulting, Social Networking, Business Development
Education
Illinois Wesleyan University 1968 — 1972
Bachlors of Arts, Economics, Accounting, Marketing, Business Administration, Religeons., Grades - ?
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.) Economics, Economics and Busines Administration.
Illinois Wesleyan University 1968 — 1972
Bachelor of Arts (B.A.), Economics
Värde Partners September 2010 - Present
RBC Capital Markets Corporation (formerly RBC Dain Rauscher Inc.) January 2005 - December 2009
RBC Dain Rauscher Inc. January 2002 - December 2004
RBC Dain Rauscher Inc. November 1999 - December 2001
PricewaterhouseCoopers LLP September 1991 - November 1999
Education
University of Northern Iowa 1987 — 1991
MoneyGram International June 2014 - Present
MoneyGram International March 2003 - June 2014
RBC Dain Rauscher Inc November 1999 - December 2001
Skills
SDLC, Enterprise Architecture, Requirements Analysis, Agile Methodologies, Business Analysis, Java Enterprise Edition, Integration, SOA, Linux, Software Project..., Oracle, Unix, PL/SQL, Vendor Management, Process Improvement, Visio, Management
Education
Saint Mary's University of Minnesota 2003 — 2006
MBA
St. Cloud State University 1995 — 1999
Information Systems
Galliard Capital Management April 2013 - Present
Oppenheimer Wolff & Donnelly May 2004 - April 2013
RBC Dain Rauscher Inc. May 1999 - June 2001
Education
University of Minnesota Law School
J.D., Law
Winona State University
BS, Finance, Investments
Watchfire Signs by Time-O-Matic July 2013 - Present
Southeast Technical Institute January 2013 - Present
Accuray October 2010 - June 2013
Logic February 2007 - October 2010
TomoTherapy September 2005 - February 2007
Lands' End, Inc. April 2002 - September 2005
RBC Dain Rauscher, Inc. July 2001 - April 2002
RBC Dain Rauscher, Inc May 2000 - July 2001
RBC Dain Rauscher, Inc June 1999 - May 2000
RBC Dain Rauscher, Inc September 1998 - June 1999
Skills
Java, C#, XML, SQL, Git, Design Patterns, Software Engineering, Software Development, Object Oriented Design, GUI development, JavaScript, CSS3, HTML 5, Medical Devices, Linux, Visual Studio, IntelliJ IDEA, ISO 13485, Subversion, ClearCase, Perforce, ASP.NET MVC, C++
Education
University of Minnesota-Twin Cities 2007 — 2009
MS, Software Engineering
University of Minnesota-Twin Cities 1995 — 1999
BS, Computer Science
JPMorgan Chase 2002 - Present
IBM January 1997 - November 2001
Arthur Andersen 1995 - 1997
RBC Dain Rauscher Inc 1993 - 1995
Andersen Consulting January 1990 - June 1993
Mellon Bank 1982 - 1989
Skills
Process Improvement, Program Management, Team Building, Coaching, Consulting, Governance, IT Strategy, Leadership, Management Consulting, Mergers, Project Management, SDLC, Software Development, Vendor Management
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1986 — 1989
MBA, Business Management
Robert Morris University
BSBA, IT/Systems Analysis
Whitebox Advisors LLC February 2014 - Present
Columbia Management February 2011 - February 2014
Citigroup June 2010 - February 2011
Franklin Templeton Investments May 2007 - June 2010
RBC Dain Rauscher Inc January 2005 - May 2007
Skills
Mutual Funds, Equities, Fixed Income, Securities, Trading, Portfolio Management, Investment Management, Investments, Alternative Investments, Retirement Planning, Customer Service, Project Management, Process Engineering, Separately Managed..., Wealth Management, Asset Managment, Asset Allocation, Bloomberg, Investment Strategies, Investment Advisory
Education
Nova Southeastern University 2008 — 2010
MBA, Business Administration
St. Cloud State University
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial 2007 - September 2011
RBC 2004 - 2007
RBC 2002 - 2004
RBC Dain Rauscher Inc January 2000 - January 2002
RBC Dain Rauscher Inc January 1999 - January 2000
Skills
Strategic Communications, Marketing Strategy, Internal Communications, Strategy, Newsletters, Corporate Communications, Leadership
Education
Marquette University
BA, Writing Intensive English
University of Notre Dame
MFA, Creative Writing
Ameriprise Financial Services, Inc. March 2012 - Present
UBS February 2005 - February 2012
RBC Dain Rauscher Inc. March 2002 - February 2005
Tucker Anthony INC July 1992 - March 2002
Gruntal & Company Inc. March 1988 - July 1992
Moseley Securities Corp. May 1983 - March 1988
Education
St. Ferdinand Grade School 1963 — 1971
St. Norbert College 1975 — 1979
Bachelor of Arts (B.A.)
Fenwick High School 1971 — 1975
The BMC Group August 2014 - Present
A. E. CONSULTING, L.L.C May 2009 - Present
Paragon Installers 2013 - 2013
Paragon Installers 2013 - 2013
MERRILL LYNCH PIERCE FENNER & SMITH, INC May 2007 - April 2009
CITIGROUP GLOBAL MARKETS / SMITH BARNEY June 2006 - May 2007
J. B. HANAUER & CO April 2002 - June 2006
RBC DAIN RAUSCHER, INC September 1998 - April 2002
Skills
Retirement Planning, Wealth Management, Business Development, Strategic Planning, Series 7, Marketing Strategy, 401k, Retirement, Sales Management, Strategy, Investments, Management Consulting, Alternative Investments, Project Planning, Financial Analysis, New Business Development, Strategic Financial..., Fixed Income, Equities, Portfolio Management, Marketing, Analysis, Mortgage Lending, Management
Education
Seton Hall University 1994 — 1998
BS; Academic Diploma, Finance
Seton Hall University, Seton Hall Prep. 1994 — 1998
Bachelor of Science (BS), Finance, General
Mount Sinai Hospital August 2013 - Present
Phoenix Physician Services - CBO September 2009 - Present
Temporary Agencies April 2006 - April 2007
City of Key West July 2004 - November 2005
RBC Dain Rauscher, Inc February 2001 - September 2003
Smith Barney May 1994 - February 2001
Skills
Medical Coding, Microsoft Word, CPT, Microsoft Excel, Microsoft Office, Outlook, Customer Service, ICD-9, Medical Terminology, PowerPoint, ICD-10, EMR, HIPAA, Health Information..., Healthcare Information..., Hospitals, Medicare, Physicians, Software Documentation, Medical Records
Education
Joliet Junior College ICD
Associate Applied Sciences, Health Information/Medical Records Technology/Technician
Joliet Junior College 2007 — 2009
Associate Applied Sciences (AAS), Registered Health Information Technology
Joliet Junior College