Sit Investment Associates
Industry: Company
DescriptionFounded: 1981 Subsidiaries: Sit Fixed Income Advisors II, L.L.C, FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportSit Investment Associates, Inc.WebsiteDirections Saved (0) Saved Save Investment service in Minneapolis, Minnesota Address: 80 S 8th St #3300, Minneapolis, MN 55402 Phone: (612) 332-3223: Category: : Hours: : Place name: : : : Website: Website: http://www.sitinvest.com/ Category: Investment service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo.Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sit Investment Associates, Inc. Posting publicly on the Web Write a review Reviews Be the first to review
Sit Investment Associates List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sit Investment Associates. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Sit Investment Associates Salaries. You can even request information on how much does Sit Investment Associates pay if you want to. Learn about salaries, pros and cons of working for Sit Investment Associates directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
35 Sit Investment Associates employees in database. Find out everything there's to know about Sit Investment Associates employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Sit Investment Associates Employees
Employee
Years
Job
Industry
Jake Stoecker Jake Stoecker's Sit Investment Associates Experience February 2006 - October 2009
Job Digital Marketing at 3M
Industry Information Technology and Services
Experience
3M April 2015 - Present
X-IO Technologies August 2010 - Present
BCMI October 2009 - August 2010
Sit Investment Associates February 2006 - October 2009
US Bank July 2004 - February 2006
Skills
Investments, Trading, Account Management, Leadership, Salesforce.com, Sales, Financial Analysis, Enterprise Software, Strategic Planning, Equities, Portfolio Management, Mutual Funds, Digital Marketing, Email Marketing, Marketing Automation, Lead Development, Demand Generation, Solution Selling, Sales Management, Sales Process, Lead Generation
Education
University of Minnesota Duluth 2000 — 2004
B.B.A., Finance
3M April 2015 - Present
X-IO Technologies August 2010 - Present
BCMI October 2009 - August 2010
Sit Investment Associates February 2006 - October 2009
US Bank July 2004 - February 2006
Skills
Investments, Trading, Account Management, Leadership, Salesforce.com, Sales, Financial Analysis, Enterprise Software, Strategic Planning, Equities, Portfolio Management, Mutual Funds, Digital Marketing, Email Marketing, Marketing Automation, Lead Development, Demand Generation, Solution Selling, Sales Management, Sales Process, Lead Generation
Education
University of Minnesota Duluth 2000 — 2004
B.B.A., Finance
Dean A Schumann II Dean A Schumann II's Sit Investment Associates Experience January 2006 - March 2008
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2013 - Present
U.S. Bancorp Investments Inc July 2008 - July 2013
Sit Investment Associates January 2006 - March 2008
Skills
Microsoft Excel, Financial Modeling, Microsoft Studio 2008, Visual Basic, Word, Power Point, Beta Systems, FTP Servers, PeopleSoft, Bloomberg Terminal, Morningstar Advisor..., Rumba A/S 400, Minne Tab, Outlook, Lotus Notes, Fusion, Hogan, Smart Station
Education
Saint Marys University of Minnesota-Twin Cities 2009 — 2017
Masters, Project Management Current
Augsburg College 2000 — 2004
B.S. Finance, Minor Management Information Systems
Eden Prairie High School 1993 — 1997
Wells Fargo Advisors, LLC July 2013 - Present
U.S. Bancorp Investments Inc July 2008 - July 2013
Sit Investment Associates January 2006 - March 2008
Skills
Microsoft Excel, Financial Modeling, Microsoft Studio 2008, Visual Basic, Word, Power Point, Beta Systems, FTP Servers, PeopleSoft, Bloomberg Terminal, Morningstar Advisor..., Rumba A/S 400, Minne Tab, Outlook, Lotus Notes, Fusion, Hogan, Smart Station
Education
Saint Marys University of Minnesota-Twin Cities 2009 — 2017
Masters, Project Management Current
Augsburg College 2000 — 2004
B.S. Finance, Minor Management Information Systems
Eden Prairie High School 1993 — 1997
Christopher Van Doren Christopher Van Doren's Sit Investment Associates Experience May 2010 - December 2010
Job Research Associate at Wolfe Research, LLC
Industry Investment Management
Experience
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Shane Riedel's Sit Investment Associates Experience January 1996 - June 1998
Job Business Development, Husch Blackwell LLP
Industry Legal Services
Experience
Husch Blackwell LLP February 2010 - Present
Mayer Brown LLP November 2008 - February 2010
Katten Muchin Rosenman LLP May 2005 - November 2008
Perkins + Will 2004 - 2005
VOA Associates August 1999 - August 2004
Loebl Schlossman & Hackl 1998 - 1999
Sit Investment Associates January 1996 - June 1998
Skills
Marketing Communications, Business Development, Marketing Strategy, Marketing, CRM, Public Relations, Contract Negotiation, Strategic Planning, Leadership, Proposal Writing, Photography, Social Media Marketing, Media Relations, Social Media, Email Marketing, New Business Development, Event Planning, Brand Development, Advertising, Strategy
Education
The University of North Dakota 1991 — 1995
Bachelor of Arts, Communications
Husch Blackwell LLP February 2010 - Present
Mayer Brown LLP November 2008 - February 2010
Katten Muchin Rosenman LLP May 2005 - November 2008
Perkins + Will 2004 - 2005
VOA Associates August 1999 - August 2004
Loebl Schlossman & Hackl 1998 - 1999
Sit Investment Associates January 1996 - June 1998
Skills
Marketing Communications, Business Development, Marketing Strategy, Marketing, CRM, Public Relations, Contract Negotiation, Strategic Planning, Leadership, Proposal Writing, Photography, Social Media Marketing, Media Relations, Social Media, Email Marketing, New Business Development, Event Planning, Brand Development, Advertising, Strategy
Education
The University of North Dakota 1991 — 1995
Bachelor of Arts, Communications
Philip Fiskow Philip Fiskow's Sit Investment Associates Experience February 2012 - Present
Job Vice President Marketing at Sit Investment Associates
Industry Financial Services
Experience
Sit Investment Associates February 2012 - Present
Ziegler Lotsoff Capital Management May 2011 - February 2012
Turnbull Asset Advisors March 2009 - May 2011
Comprehensive Financial Consultants Institutional, Inc. 2005 - 2009
Hyperion Capital Management 2001 - 2005
Heartland Advisors, Inc. October 2000 - February 2001
MMI Companies, Inc. May 1997 - May 2000
Pioneer Financial Services, Inc. June 1991 - May 1997
AAM December 1988 - June 1991
Education
Marquette University 1974 — 1978
B.S., Finance
Don Bosco
Thomas More
Sit Investment Associates February 2012 - Present
Ziegler Lotsoff Capital Management May 2011 - February 2012
Turnbull Asset Advisors March 2009 - May 2011
Comprehensive Financial Consultants Institutional, Inc. 2005 - 2009
Hyperion Capital Management 2001 - 2005
Heartland Advisors, Inc. October 2000 - February 2001
MMI Companies, Inc. May 1997 - May 2000
Pioneer Financial Services, Inc. June 1991 - May 1997
AAM December 1988 - June 1991
Education
Marquette University 1974 — 1978
B.S., Finance
Don Bosco
Thomas More
Reid Kilberg Reid Kilberg's Sit Investment Associates Experience 2005 - 2008
Job Managing Director at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management 2008 - Present
Sit Investment Associates 2005 - 2008
Peregrine Capital Management 2002 - 2005
Compass Capital Mgmt 1999 - 2002
Investment Advisors, Inc (IAI) 1992 - 1999
Skills
Institutional Sales, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Persuasive Presentations, Investment Strategies
Education
St. Olaf College 1988 — 1992
BA, Political Science, Social Studies Education
Manulife Asset Management 2008 - Present
Sit Investment Associates 2005 - 2008
Peregrine Capital Management 2002 - 2005
Compass Capital Mgmt 1999 - 2002
Investment Advisors, Inc (IAI) 1992 - 1999
Skills
Institutional Sales, Asset Management, Investments, Fixed Income, Asset Allocation, Investment Management, Persuasive Presentations, Investment Strategies
Education
St. Olaf College 1988 — 1992
BA, Political Science, Social Studies Education
Paul B. Clark, CFA Paul B. Clark, CFA's Sit Investment Associates Experience July 2004 - February 2006
Job Vice President Portfolio Manager at Thomas Weisel Capital Management
Industry Investment Management
Experience
Thomas Weisel Capital Management December 2013 - Present
Thomas Weisel Partners January 2011 - December 2013
Thomas Weisel Partners March 2006 - December 2010
Sit Investment Associates July 2004 - February 2006
RJ Ahmann Company August 2003 - July 2004
Skills
Series 7, series 63, series 65, series 53, Portfolio Management, Trading, Bonds, Fixed Income, Asset Management, Investment Management, Investment Advisory, Bloomberg, Capital Markets, Investments, Alternative Investments, Valuation, Financial Services, FINRA, Series 63, Financial Modeling, Series 65, Mutual Funds, Securities, Risk Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance
Thomas Weisel Capital Management December 2013 - Present
Thomas Weisel Partners January 2011 - December 2013
Thomas Weisel Partners March 2006 - December 2010
Sit Investment Associates July 2004 - February 2006
RJ Ahmann Company August 2003 - July 2004
Skills
Series 7, series 63, series 65, series 53, Portfolio Management, Trading, Bonds, Fixed Income, Asset Management, Investment Management, Investment Advisory, Bloomberg, Capital Markets, Investments, Alternative Investments, Valuation, Financial Services, FINRA, Series 63, Financial Modeling, Series 65, Mutual Funds, Securities, Risk Management
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
Finance
Hunter Kievet Hunter Kievet's Sit Investment Associates Experience June 2013 - January 2014
Job Software Engineer Intern at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 2015 - Present
Maverick Software Consulting April 2014 - May 2015
The Minnesota Daily December 2013 - April 2014
Sit Investment Associates June 2013 - January 2014
Noodles & Company January 2013 - August 2013
Skills
Grails, Groovy, Microsoft Office, Java, Financial Analysis, Python, PowerPoint, Access, Data Analysis, Teamwork, Leadership, Microsoft Excel, Microsoft Word, Analysis, Customer Service, Financial Reporting, Budgets, Finance, C#, Go, JavaScript
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science (BS), MIS and Computer Science
Thomson Reuters June 2015 - Present
Maverick Software Consulting April 2014 - May 2015
The Minnesota Daily December 2013 - April 2014
Sit Investment Associates June 2013 - January 2014
Noodles & Company January 2013 - August 2013
Skills
Grails, Groovy, Microsoft Office, Java, Financial Analysis, Python, PowerPoint, Access, Data Analysis, Teamwork, Leadership, Microsoft Excel, Microsoft Word, Analysis, Customer Service, Financial Reporting, Budgets, Finance, C#, Go, JavaScript
Education
University of Minnesota-Twin Cities 2012 — 2016
Bachelor of Science (BS), MIS and Computer Science
John Pomerleau John Pomerleau's Sit Investment Associates Experience June 2006 - August 2007
Job International Customer Logistics Liasion at Land O'Lakes
Industry International Trade and Development
Experience
Land O'Lakes July 2013 - Present
Wells Fargo July 2012 - June 2013
Family Matters of Greater Washington January 2011 - July 2011
Macquarie Bank June 2010 - October 2010
Capa Institute September 2007 - December 2007
Sit Investment Associates June 2006 - August 2007
Skills
Access, Fixed Income, Investments, Microsoft Excel, Securities
Education
University of Minnesota-Twin Cities 2005 — 2009
B.S., Finance and Philosophy
Land O'Lakes July 2013 - Present
Wells Fargo July 2012 - June 2013
Family Matters of Greater Washington January 2011 - July 2011
Macquarie Bank June 2010 - October 2010
Capa Institute September 2007 - December 2007
Sit Investment Associates June 2006 - August 2007
Skills
Access, Fixed Income, Investments, Microsoft Excel, Securities
Education
University of Minnesota-Twin Cities 2005 — 2009
B.S., Finance and Philosophy
Kirsten Kruse's Sit Investment Associates Experience March 2011 - October 2011
Job Media, Activation and Strategy Analyst at General Mills
Industry Food Production
Experience
General Mills June 2014 - Present
General Mills May 2013 - May 2014
Thomson Reuters Westlaw June 2012 - August 2012
Merrill Lynch October 2011 - January 2012
Sapphire Consulting June 2010 - December 2011
Sit Investment Associates March 2011 - October 2011
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science In Business, Finance, Economics
General Mills June 2014 - Present
General Mills May 2013 - May 2014
Thomson Reuters Westlaw June 2012 - August 2012
Merrill Lynch October 2011 - January 2012
Sapphire Consulting June 2010 - December 2011
Sit Investment Associates March 2011 - October 2011
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science In Business, Finance, Economics
Raymond Lin Raymond Lin's Sit Investment Associates Experience May 1994 - June 2003
Job Portfolio Manager, Fuller & Thaler Asset Management
Industry Investment Management
Experience
Fuller & Thaler Asset Management February 2006 - Present
Tricera Capital June 2003 - February 2006
Sit Investment Associates May 1994 - June 2003
J.P. Morgan July 1988 - May 1990
Skills
Hedge Funds, Portfolio Management
Education
University of California, Berkeley 1990 — 1993
MBA and MA, Asian Studies
University of Michigan 1984 — 1988
BS, Computer Science
Fuller & Thaler Asset Management February 2006 - Present
Tricera Capital June 2003 - February 2006
Sit Investment Associates May 1994 - June 2003
J.P. Morgan July 1988 - May 1990
Skills
Hedge Funds, Portfolio Management
Education
University of California, Berkeley 1990 — 1993
MBA and MA, Asian Studies
University of Michigan 1984 — 1988
BS, Computer Science
Doug Mikkonen, CFA Doug Mikkonen, CFA's Sit Investment Associates Experience December 1992 - April 2008
Job Trust Officer at BankWest
Industry Investment Management
Experience
BankWest Inc November 2014 - Present
South Dakota Division of Banking July 2012 - November 2014
Northland Securities February 2012 - July 2012
Northwestern Mutual November 2010 - February 2012
Northland Securities April 2008 - September 2009
Sit Investment Associates December 1992 - April 2008
Education
University of Minnesota-Twin Cities 1988 — 1992
BSB, Finance
BankWest Inc November 2014 - Present
South Dakota Division of Banking July 2012 - November 2014
Northland Securities February 2012 - July 2012
Northwestern Mutual November 2010 - February 2012
Northland Securities April 2008 - September 2009
Sit Investment Associates December 1992 - April 2008
Education
University of Minnesota-Twin Cities 1988 — 1992
BSB, Finance
David Kallenbach, CFA David Kallenbach, CFA's Sit Investment Associates Experience June 2006 - February 2007
Job Senior Treasury Analyst at Ecolab
Industry Chemicals
Experience
Ecolab November 2013 - Present
Spectrum Brands December 2010 - November 2013
Spectrum Brands December 2007 - December 2010
Spectrum Brands January 2007 - December 2007
Sit Investment Associates June 2006 - February 2007
Skills
Financial Analysis, Financial Reporting, Forecasting, Microsoft Office, SAP, Excel, PowerPoint, Analysis, Accounting, Word, Strategic Planning, Financial Modeling, Corporate Finance, Access, Outlook, Fincad, Microsoft Excel, Strategic Financial..., Management
Education
University of Wisconsin-Madison - School of Business 2010 — 2013
MBA, Business
North Dakota State University 2001 — 2004
BS, Business-Prof Money Mgmnt Conc & Economics
Ecolab November 2013 - Present
Spectrum Brands December 2010 - November 2013
Spectrum Brands December 2007 - December 2010
Spectrum Brands January 2007 - December 2007
Sit Investment Associates June 2006 - February 2007
Skills
Financial Analysis, Financial Reporting, Forecasting, Microsoft Office, SAP, Excel, PowerPoint, Analysis, Accounting, Word, Strategic Planning, Financial Modeling, Corporate Finance, Access, Outlook, Fincad, Microsoft Excel, Strategic Financial..., Management
Education
University of Wisconsin-Madison - School of Business 2010 — 2013
MBA, Business
North Dakota State University 2001 — 2004
BS, Business-Prof Money Mgmnt Conc & Economics
Jessica Ersfeld Jessica Ersfeld's Sit Investment Associates Experience September 2007 - Present
Job CFA, Research Analyst at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates September 2007 - Present
Wells Fargo March 2001 - September 2005
Skills
CFA, Financial Analysis, Fixed Income, Financial Modeling, Bloomberg, Chartered Financial..., Trading, Investments, Portfolio Management, Asset Management, Valuation, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Investment Strategies
Education
University of Minnesota - Carlson School of Management 2002 — 2007
MBA
Copenhagen Business School 2006 — 2006
MBA
University of St. Thomas 1996 — 2000
BA, Finance; Computer Science
Instituto Centroamericano de Administración de Empresas
MBA
Richmond, The American International University in London
BA
Sit Investment Associates September 2007 - Present
Wells Fargo March 2001 - September 2005
Skills
CFA, Financial Analysis, Fixed Income, Financial Modeling, Bloomberg, Chartered Financial..., Trading, Investments, Portfolio Management, Asset Management, Valuation, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Investment Strategies
Education
University of Minnesota - Carlson School of Management 2002 — 2007
MBA
Copenhagen Business School 2006 — 2006
MBA
University of St. Thomas 1996 — 2000
BA, Finance; Computer Science
Instituto Centroamericano de Administración de Empresas
MBA
Richmond, The American International University in London
BA
Melissa Duce's Sit Investment Associates Experience May 1998 - November 2002
Job Assistant Vice President Investments & Development at United Properties
Industry Commercial Real Estate
Experience
United Properties March 2015 - Present
United Properties July 2013 - March 2015
Marquette Real Estate Group December 2005 - July 2013
Children's Hospital Association January 2011 - January 2012
Allina Hospitals & Clinics November 2002 - November 2005
Sit Investment Associates May 1998 - November 2002
Sit Investment Associates 1997 - 2002
Skills
Financial Analysis, Real Estate, Asset Managment, Due Diligence, Microsoft Excel, Analysis, Financial Modeling, Microsoft Office, Asset Management, Mutual Funds, Investments, Mergers & Acquisitions, Disposition, Tenant, Accounting, Strategic Planning, Real Estate Economics, Portfolio Management, Leases, Dispositions, Budgets
Education
Hamline University 1994 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Hamline University 1994 — 1998
United Properties March 2015 - Present
United Properties July 2013 - March 2015
Marquette Real Estate Group December 2005 - July 2013
Children's Hospital Association January 2011 - January 2012
Allina Hospitals & Clinics November 2002 - November 2005
Sit Investment Associates May 1998 - November 2002
Sit Investment Associates 1997 - 2002
Skills
Financial Analysis, Real Estate, Asset Managment, Due Diligence, Microsoft Excel, Analysis, Financial Modeling, Microsoft Office, Asset Management, Mutual Funds, Investments, Mergers & Acquisitions, Disposition, Tenant, Accounting, Strategic Planning, Real Estate Economics, Portfolio Management, Leases, Dispositions, Budgets
Education
Hamline University 1994 — 1998
Bachelor of Arts (BA), Business Administration and Management, General
Hamline University 1994 — 1998
Kasey Sime's Sit Investment Associates Experience May 2008 - August 2009
Job Associate at Stone Arch Capital
Industry Investment Management
Experience
Stone Arch Capital January 2014 - Present
UnitedHealth Group August 2013 - November 2013
Houlihan Lokey July 2011 - July 2013
Medtronic May 2010 - August 2010
Sit Investment Associates May 2008 - August 2009
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Finance
Stone Arch Capital January 2014 - Present
UnitedHealth Group August 2013 - November 2013
Houlihan Lokey July 2011 - July 2013
Medtronic May 2010 - August 2010
Sit Investment Associates May 2008 - August 2009
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Finance
Joseph Eshoo's Sit Investment Associates Experience January 2008 - Present
Job VP Senior Equity Analyst at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates January 2008 - Present
HighMark Capital Management 2005 - 2007
Zacks Investment Research 2003 - 2005
Rodman & Renshaw 2002 - 2003
A.G. Edwards & Sons, Inc. 1996 - 2001
Skills
Internet Services, Semiconductors, Semiconductor Equipment, Semiconductor..., Database Servers, Data Management, Computer Hardware, Telecom Infrastructure, Telecom Technologies, Network Engineering, Wireless Networking, Business Services, Software Engineering, Equity Research, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Northwestern University 1985 — 1988
MEM
Marquette University 1978 — 1982
BSEE
Sit Investment Associates January 2008 - Present
HighMark Capital Management 2005 - 2007
Zacks Investment Research 2003 - 2005
Rodman & Renshaw 2002 - 2003
A.G. Edwards & Sons, Inc. 1996 - 2001
Skills
Internet Services, Semiconductors, Semiconductor Equipment, Semiconductor..., Database Servers, Data Management, Computer Hardware, Telecom Infrastructure, Telecom Technologies, Network Engineering, Wireless Networking, Business Services, Software Engineering, Equity Research, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 1989 — 1991
MBA
Northwestern University 1985 — 1988
MEM
Marquette University 1978 — 1982
BSEE
Andrew Tich's Sit Investment Associates Experience June 2006 - Present
Job Fixed Income Research Associate at Sit Investment Associates
Industry Financial Services
Experience
Sit Investment Associates June 2006 - Present
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Trading, Microsoft Office, Fixed Income, Credit
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Saint Thomas 2006 — 2010
Bachelor of Science (B.S.), Actuarial Science
Sit Investment Associates June 2006 - Present
Skills
Financial Analysis, Financial Modeling, Bloomberg, Investments, Trading, Microsoft Office, Fixed Income, Credit
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (M.B.A.), Finance, General
University of Saint Thomas 2006 — 2010
Bachelor of Science (B.S.), Actuarial Science
Todd Emerson, CFA's Sit Investment Associates Experience July 2006 - Present
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
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
Matt Hilliard, CFA's Sit Investment Associates Experience October 2007 - Present
Job VP Municipal Fixed Income
Industry Financial Services
Experience
Sit Investment Associates October 2007 - Present
Stonehill Group July 2005 - October 2007
Skills
Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling, Investments, Bonds, Bloomberg, Finance, Accounting
Education
University of Minnesota-Twin Cities 2005 — 2008
MBA, Finance
University of Wisconsin-La Crosse 1998 — 2002
Economics, Finance and Economics
Sit Investment Associates October 2007 - Present
Stonehill Group July 2005 - October 2007
Skills
Mutual Funds, Fixed Income, Financial Analysis, Financial Modeling, Investments, Bonds, Bloomberg, Finance, Accounting
Education
University of Minnesota-Twin Cities 2005 — 2008
MBA, Finance
University of Wisconsin-La Crosse 1998 — 2002
Economics, Finance and Economics
Andrew Clark, CFA's Sit Investment Associates Experience July 1996 - August 2007
Job at
Industry Investment Management
Experience
Nuveen Investments January 2011 - Present
FAF Advisors, Inc. August 2007 - December 2010
Sit Investment Associates July 1996 - August 2007
Sit Investment 1996 - 2007
Skills
Bloomberg, Research, Mutual Funds, Fixed Income
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
Miami University 1992 — 1996
Bachelor's degree, Accounting and Finance
Nuveen Investments January 2011 - Present
FAF Advisors, Inc. August 2007 - December 2010
Sit Investment Associates July 1996 - August 2007
Sit Investment 1996 - 2007
Skills
Bloomberg, Research, Mutual Funds, Fixed Income
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
Miami University 1992 — 1996
Bachelor's degree, Accounting and Finance
Steve Johansen's Sit Investment Associates Experience 1986 - 1990
Job CFO at Internet Broadcasting
Industry Internet
Experience
Internet Broadcasting CFODougherty Financial Group1990 - 1997
Sit Investment Associates 1986 - 1990
Coopers & Lybrand 1980 - 1986
Education
University of Northern Iowa 1976 — 1980
B.A., Accounting
University of Minnesota - Carlson School of Management
MBA, Finance
Internet Broadcasting CFODougherty Financial Group1990 - 1997
Sit Investment Associates 1986 - 1990
Coopers & Lybrand 1980 - 1986
Education
University of Northern Iowa 1976 — 1980
B.A., Accounting
University of Minnesota - Carlson School of Management
MBA, Finance
Jim Groetsch's Sit Investment Associates Experience September 2008 - March 2012
Job Fixed Income Specialist, Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Charles Schwab March 2012 - March 2013
Sit Investment Associates September 2008 - March 2012
Education
Fort Lewis College
BA, Economics
Charles Schwab April 2013 - Present
Charles Schwab March 2012 - March 2013
Sit Investment Associates September 2008 - March 2012
Education
Fort Lewis College
BA, Economics
Kristine (Hanson) Mogollon, CFA's Sit Investment Associates Experience 1993 - 1994
Job Director, Investment Product Management at Thrivent Financial for Lutherans
Industry Financial Services
Experience
Thrivent Financial for Lutherans May 2012 - Present
Thrivent Financial October 2003 - May 2012
FAF Advisors 1999 - 2003
U.S. Bancorp Asset Management, Inc. 1999 - 2003
General Mills May 1998 - September 1999
State of Minnesota January 1997 - May 1998
American Express Financial Advisors July 1995 - January 1997
Cronin & Co. Inc. - Fixed Income Securities June 1994 - July 1995
TCF Bank October 1989 - May 1994
Sit Investment Associates 1993 - 1994
Skills
Investments, Portfolio Management, Series 7, Asset Management, Mutual Funds, Series 63, Due Diligence, Series 66, CFA charter holder
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, General Management: Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1992
Northwestern College 1990 — 1991
Thrivent Financial for Lutherans May 2012 - Present
Thrivent Financial October 2003 - May 2012
FAF Advisors 1999 - 2003
U.S. Bancorp Asset Management, Inc. 1999 - 2003
General Mills May 1998 - September 1999
State of Minnesota January 1997 - May 1998
American Express Financial Advisors July 1995 - January 1997
Cronin & Co. Inc. - Fixed Income Securities June 1994 - July 1995
TCF Bank October 1989 - May 1994
Sit Investment Associates 1993 - 1994
Skills
Investments, Portfolio Management, Series 7, Asset Management, Mutual Funds, Series 63, Due Diligence, Series 66, CFA charter holder
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance & Marketing
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, General Management: Finance & Marketing
University of Minnesota-Twin Cities 1991 — 1992
Northwestern College 1990 — 1991
Christine Piram's Sit Investment Associates Experience June 2009 - December 2012
Job Administrative Assistant at Sit Investment Associates
Industry Retail
Experience
Maslon Edelman Borman & Brand, LLP December 2012 - August 2014
Sit Investment Associates June 2009 - December 2012
Corporate Express April 2007 - December 2009
Sam's Club April 2004 - June 2009
Skills
Accounting, Data Entry, Inventory Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office 2007, Marketing, Product Marketing, Presentation Development, Presentation Design, Client Presentation, Typing, Accounting Database
Education
Augsburg College 2002 — 2007
Bachelor's degree, Mathematics
Maslon Edelman Borman & Brand, LLP December 2012 - August 2014
Sit Investment Associates June 2009 - December 2012
Corporate Express April 2007 - December 2009
Sam's Club April 2004 - June 2009
Skills
Accounting, Data Entry, Inventory Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Microsoft Office 2007, Marketing, Product Marketing, Presentation Development, Presentation Design, Client Presentation, Typing, Accounting Database
Education
Augsburg College 2002 — 2007
Bachelor's degree, Mathematics
Lee Feltman's Sit Investment Associates Experience October 2012 - Present
Job Equity Research Associate at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates October 2012 - Present
Sit Investment Associates June 2009 - September 2012
Sit Investment Associates May 2007 - January 2009
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor, Finance, Accounting
Sit Investment Associates October 2012 - Present
Sit Investment Associates June 2009 - September 2012
Sit Investment Associates May 2007 - January 2009
Education
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor, Finance, Accounting
Coreen Walker's Sit Investment Associates Experience March 2013 - Present
Job Fixed Income Assistant at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates March 2013 - Present
Cushman & Wakefield/NorthMarq March 2011 - October 2012
Blue Cross Blue Shield of Minnesota November 2004 - November 2010
Paramount Real Estate Corp./TCN Worldwide Company May 2002 - August 2004
Adaytum Software January 2000 - May 2002
Skills
Health Insurance, Insurance, Underwriting, Customer Service, Outlook, Budgets, Employee Benefits, Strategic Planning, Account Management, Microsoft Excel, Access, Project Management, CRM, SharePoint, Administrative..., Editing, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Invoicing, Office Management, Public Speaking, Data Analysis, Process Improvement, Vendor Management
Education
Saint Mary's University of Minnesota 2012 — 2016
Clinical, Counseling and Applied Psychology
St. Cloud State University - Herberger Business School 2000 — 2004
B.S., Insurance
Sit Investment Associates March 2013 - Present
Cushman & Wakefield/NorthMarq March 2011 - October 2012
Blue Cross Blue Shield of Minnesota November 2004 - November 2010
Paramount Real Estate Corp./TCN Worldwide Company May 2002 - August 2004
Adaytum Software January 2000 - May 2002
Skills
Health Insurance, Insurance, Underwriting, Customer Service, Outlook, Budgets, Employee Benefits, Strategic Planning, Account Management, Microsoft Excel, Access, Project Management, CRM, SharePoint, Administrative..., Editing, PowerPoint, Microsoft Office, Microsoft Word, Event Planning, Invoicing, Office Management, Public Speaking, Data Analysis, Process Improvement, Vendor Management
Education
Saint Mary's University of Minnesota 2012 — 2016
Clinical, Counseling and Applied Psychology
St. Cloud State University - Herberger Business School 2000 — 2004
B.S., Insurance
Dawn Frandrup's Sit Investment Associates Experience April 2000 - December 2007
Job Business Process Consultant at UnitedHealthcare
Industry Hospital & Health Care
Experience
UnitedHealthcare August 2015 - Present
Timberland Outdoor Services, Inc. April 2014 - Present
United HealthGroup November 2011 - April 2014
Empi January 2008 - November 2011
Sit Investment Associates April 2000 - December 2007
Skills
Financial Analysis, Financial Reporting, Analysis, Business Analysis, Sales Operations, Process Improvement, Manufacturing, Cross-functional Team..., Program Management, Access, Strategic Planning, Six Sigma, Data Analysis, Accounting, Microsoft Excel, Management, Project Management, Finance, Leadership, Project Planning, Forecasting, Customer Service
Education
Capella University 2005 — 2009
BS, Finance
Coe College 1995 — 1997
UnitedHealthcare August 2015 - Present
Timberland Outdoor Services, Inc. April 2014 - Present
United HealthGroup November 2011 - April 2014
Empi January 2008 - November 2011
Sit Investment Associates April 2000 - December 2007
Skills
Financial Analysis, Financial Reporting, Analysis, Business Analysis, Sales Operations, Process Improvement, Manufacturing, Cross-functional Team..., Program Management, Access, Strategic Planning, Six Sigma, Data Analysis, Accounting, Microsoft Excel, Management, Project Management, Finance, Leadership, Project Planning, Forecasting, Customer Service
Education
Capella University 2005 — 2009
BS, Finance
Coe College 1995 — 1997
Chris Sour's Sit Investment Associates Experience April 1993 - Present
Job IT at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates April 1993 - Present
NWNL/Reliastar 1983 - 1993
Education
University of Minnesota - Carlson School of Management
MBA
Sit Investment Associates April 1993 - Present
NWNL/Reliastar 1983 - 1993
Education
University of Minnesota - Carlson School of Management
MBA
Shane Roepke's Sit Investment Associates Experience January 1998 - March 2006
Job Estimator at KrausAnderson Construction Company
Industry Construction
Experience
Kraus-Anderson Construction Company July 2015 - Present
W.L. Hall Co. February 2012 - July 2015
M. A. Mortenson Company March 2006 - January 2012
Sit Investment Associates January 1998 - March 2006
Skills
Pre-construction, Construction, Value Engineering, Project Bidding, Microsoft Excel, Project Estimation, Change Orders
Education
Dunwoody College of Technology 2004 — 2006
Associate of Applied Science, Architectural Drafting & Estimating Technology
Hamline University 1993 — 1997
Bachelor of Arts, Economics, Management, Psychology
Kraus-Anderson Construction Company July 2015 - Present
W.L. Hall Co. February 2012 - July 2015
M. A. Mortenson Company March 2006 - January 2012
Sit Investment Associates January 1998 - March 2006
Skills
Pre-construction, Construction, Value Engineering, Project Bidding, Microsoft Excel, Project Estimation, Change Orders
Education
Dunwoody College of Technology 2004 — 2006
Associate of Applied Science, Architectural Drafting & Estimating Technology
Hamline University 1993 — 1997
Bachelor of Arts, Economics, Management, Psychology
Paul Jungquist's Sit Investment Associates Experience January 1994 - Present
Job Portfolio Manager at Sit Investment Associates
Industry Investment Management
Experience
Sit Investment Associates January 1994 - Present
Skills
Portfolio Management, Investments, Financial Analysis, Bonds, Bloomberg, Mutual Funds, Financial Modeling, Private Equity, Trading, Financial Markets, Credit Analysis, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Sit Investment Associates January 1994 - Present
Skills
Portfolio Management, Investments, Financial Analysis, Bonds, Bloomberg, Mutual Funds, Financial Modeling, Private Equity, Trading, Financial Markets, Credit Analysis, Corporate Finance
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Administration (M.B.A.), Finance, General
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (B.B.A.), Accounting
Michael Phillipson's Sit Investment Associates Experience December 2009 - Present
Job Investment Operations Analyst at NorthRock Partners
Industry Investment Management
Experience
NorthRock Partners December 2014 - Present
Sit Investment Associates December 2009 - Present
The Hartford July 2007 - September 2009
North Star Resource Group June 2006 - August 2007
Embassy Suites 1999 - 2005
Skills
VBA, Investments, Finance, Series 7, Series 63, Microsoft Excel, Access, Mutual Funds, Bloomberg, Account Reconciliation, Analysis, Accounting, Life Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
CFA Institutes
Chartered Financial Analyst
NorthRock Partners December 2014 - Present
Sit Investment Associates December 2009 - Present
The Hartford July 2007 - September 2009
North Star Resource Group June 2006 - August 2007
Embassy Suites 1999 - 2005
Skills
VBA, Investments, Finance, Series 7, Series 63, Microsoft Excel, Access, Mutual Funds, Bloomberg, Account Reconciliation, Analysis, Accounting, Life Insurance
Education
University of Minnesota - Carlson School of Management 2014 — 2019
Master of Business Administration (MBA), Finance, General
University of Wisconsin-River Falls 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
CFA Institutes
Chartered Financial Analyst
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY