Slocum Company
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Slocum Employees
Slocum May 2014 - Present
AXA Advisors January 2011 - May 2014
Independent Freelancer January 2008 - September 2010
Independent Freelancer September 2006 - January 2008
Education
Minnesota State University, Moorhead 2001 — 2004
Bachelor's degree, Film & Telecommunications
University of California, Santa Cruz 2000 — 2001
Film
Piper Jaffray August 2015 - Present
Slocum September 2014 - July 2015
Linwood Capital July 2013 - September 2014
Scheels Investment Fund September 2011 - May 2013
Skills
Financial Modeling, Market Research, Microsoft Excel, Valuation
Education
Concordia College 2009 — 2013
Bachelor of Arts, Economics, Business Marketing
Slocum October 2012 - Present
Skills
Microsoft Word, Customer Service, Microsoft Office, PowerPoint, Cpr Certified, Photoshop, Research, Teaching, Healthcare, Social Media, Public Speaking
Education
Institute for Integrative Nutrition 2012 — 2013
Holistic Health
Lane Community College
Associate's degree, Nursing
Slocum July 2014 - Present
Planned Parenthood Federation of America April 2013 - July 2014
Thermotech, Inc November 2012 - February 2013
Anderson Roers CPA's, LLC May 2012 - October 2012
Concordia College May 2011 - May 2012
Skills
Team Leadership, Determination, Goal Oriented, Account Management, Strategic Planning, Hard Worker, Data Analysis, Leadership, Accounting, Budgets, PowerPoint, Social Networking, Research, Customer Service, Financial Analysis, Microsoft Office, Microsoft Word, Program Management, Microsoft Excel, Public Speaking, Outlook, Analysis, Time Management, Access, Nonprofits, Auditing, Event Planning, Advertising, Healthcare, Teamwork, Account Reconciliation, Sales, Fundraising, Invoicing, Finance
Education
Concordia College 2008 — 2012
Bachelor of Arts, Business Management and Finance
Slocum June 2015 - Present
Northern Trust Corporation November 2013 - May 2015
JMJ Associates June 2013 - August 2013
Consumers Energy May 2012 - August 2012
IDEA Institute May 2011 - August 2011
Skills
Renewable Energy, Research, Leadership, Data Analysis, Sustainability, GIS, ArcGIS, Teaching, Salesforce.com..., Microsoft Excel, Salesforce.com, Management, Sales, Marketing
Education
CFA Institute 2014 — 2015
University of Michigan 2009 — 2013
Bachelor of Arts, Program in the Environment
Slocum January 2015 - Present
Slocum April 2013 - December 2014
IBM October 2012 - March 2013
All Star Financial "Wealth Management On A Very Personal Level" June 2011 - August 2011
David Fong's Restaurant September 2007 - August 2009
Coach Koz Fundamental Basketball Camp June 2009 - July 2009
Coach Koz Fundamental Basketball Camp June 2008 - July 2008
Skills
Economics, Time Management, Work Ethic, Team Leadership, Communication, Teamwork, FactSet, Organization, Investments, Problem Solving, Attention To Detail, PowerPoint, Self-motivated, Analytical Abilities, Initiative, Statistics, Mathematics, Dedication, Microsoft Word, Microsoft Excel, Asset Management, Budgets, Microsoft Office, Due Diligence, Equities, Research, Analytical Skills
Education
St. Olaf College 2008 — 2012
Bachelor of Arts, Economics, Mathematics, Finance, Statistics
CFA Program
Slocum June 2013 - December 2014
BlackRock February 2010 - July 2012
PanAgora Asset Management June 2007 - December 2009
State Street July 2005 - June 2007
Education
Gordon College 2001 — 2005
Bachelor of Arts, Finance and Business Administration
Slocum May 2011 - Present
Jeffrey Slocum & Associates February 2002 - May 2011
Skills
Network Administration, Project Management, IT Management, Analysis, Management, Network Design, SharePoint, VMware, Disaster Recovery, Information Technology, Security, Active Directory, Microsoft Exchange
Education
Technological Leadership Institute - University of Minnesota 2015 — 2017
Master’s Degree, Management of Technology
Concordia University-St. Paul
B.S., Information Technology Management
MCTC 2000 — 2003
Slocum March 2015 - Present
Jack Link's Beef Jerky September 2014 - March 2015
Barnes & Noble August 2012 - September 2014
Victoria's Secret October 2011 - August 2012
Gap February 2011 - October 2011
Borders Books October 2009 - February 2011
Skills
Visual Merchandising, Customer Service, Loss Prevention, Store Management, Store Operations, Microsoft Word, Hiring, Business Analysis, Driving Sales..., Performance Management, Performance Appraisal, Conducting Interviews, Leading Meetings, Staff Development, Coaching Staff, Master Scheduling, Payroll Services, Staff Management, Process Improvement, Physical Inventory, Cross-functional Team..., Microsoft Excel, Customer Experience..., New Hire Orientations, Product Visualisation, Big-picture Thinking
Education
California State Polytechnic University-Pomona 2004 — 2005
Psychology, Rhetoric
University of Minnesota-Twin Cities 2000 — 2005
Bachelor's Degree, Communication, General
Cemanahuac, Cuernavaca, Mexico
Spanish Language and Literature
Slocum September 2014 - Present
Army National Guard October 2010 - Present
U.S. Bank May 2013 - September 2014
Skills
Corporate Finance, Cost Accounting, Managerial Finance, Risk Management, Leadership, Accounting, Budgets, Financial Analysis, Strategic Planning, Process Improvement, Project Planning, Analysis, Financial Reporting, Military, Due Diligence, Teamwork, Team Leadership
Education
Concordia University-St. Paul 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
CFA Institute
Slocum August 2015 - Present
Slocum February 2013 - August 2015
Financial Efficiency, LLC March 2011 - December 2013
Slocum June 2011 - January 2013
RBC Wealth Managment June 2009 - May 2011
TCF Bank April 2008 - May 2009
First National Bank of Minnesota January 2006 - January 2008
Skills
Portfolio Management, Financial Modeling, Valuation, Due Diligence, Accounting
Education
Minnesota State University, Mankato 2004 — 2009
Finance, Investments and Institutions
Rushford-Peterson High School
Slocum November 1999 - Present
U.S. Bank November 1997 - October 1999
Education
St. Cloud State University 1994 — 1997
Bachelor's Degree, Business Administration and Management, General
Olympus Ventures February 2015 - Present
Slocum September 2014 - February 2015
Slocum April 2014 - September 2014
Slocum February 2012 - April 2014
Minnesota Coaches August 2009 - March 2012
Saint Paul's Outreach July 2006 - July 2009
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Strategic Financial..., Investment Strategies, Asset Managment, Microsoft Office, PowerPoint, Microsoft Word, Investments, Financial Accounting, Asset Management
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Finance, Accounting
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Science in Business, Finance
Tennant Company April 2015 - Present
Feed Management Systems February 2014 - October 2014
Target November 2013 - January 2014
Target July 2013 - September 2013
Target January 2013 - July 2013
CompuCom August 2011 - November 2012
CompuCom February 2011 - August 2011
Metropolitan State University January 2009 - December 2010
SLOCUM September 2007 - March 2009
COUNTRY INSURANCE & FINANCIAL SERVICES January 2005 - September 2007
Skills
SharePoint, Process Improvement, Business Process, Process Management, Process Design, User Experience, Information Architecture, Project Management, IT Service Management, Technical Writing, Visio, Microsoft Office, Training, Technical Documentation, Information Design, Analysis, Management, Troubleshooting, Editing, MS Project, WordPress, Web Content Management, Content Management
Education
Metropolitan State University 2009 — 2010
M.S, Technical Communication
Metropolitan State University 2009 — 2010
Graduate Certificate, Project Management
Gustavus Adolphus College 1991 — 1995
B.A., History
Jeffrey Slocum & Associates September 2008 - Present
Jeffrey Slocum & Associates January 2004 - September 2008
Slocum October 2000 - December 2003
Skills
Portfolio Management, Financial Modeling, Due Diligence, Asset Management, Financial Analysis, Valuation, Strategy, Management Consulting, Fixed Income, Capital Markets, Hedge Funds, Equities, Private Equity, Real Estate, Tactical Asset..., Enterprise Risk..., Risk Management, Investment Management
Education
Augsburg College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Management
Slocum December 2014 - Present
DCAdvisors October 2013 - October 2014
Morgan Stanley Smith Barney April 2011 - July 2012
Chase Investment Services Corp. January 2010 - January 2011
Skills
Financial Analysis, Investments, Financial Modeling, Strategic Financial..., Portfolio Management, Finance, Risk Management, Valuation, Sales, Microsoft Excel, Leadership, Data Analysis, Marketing, Due Diligence, Analysis
Education
University of Minnesota-Twin Cities 2005 — 2009
BA, Economics
Slocum April 2014 - Present
Ameriprise Financial Services, Inc. April 2012 - April 2014
AIS Planning September 2011 - March 2012
ING DIRECT January 2011 - September 2011
Education
St. Cloud State University 2007 — 2011
Bachelor of Science (B.S.), Finance
Slocum April 2015 - Present
Allied Health and Wellness Center January 2015 - March 2015
Securian Financial Group March 2013 - December 2014
HealthPartners May 2012 - November 2012
New York Life Insurance Company 2011 - March 2012
Optum Health Behavioral Services January 2009 - July 2011
All God's Children Child Development Center August 1998 - August 2008
Skills
Management, Training, Change Management, Process Improvement, Insurance, Account Management, Education, Leadership
Education
Concordia University-St. Paul 1983 — 1987
BA, Education/Music
Slocum December 2014 - Present
Gradient Financial Group April 2013 - December 2014
Wells Fargo/Aerotek November 2012 - April 2013
ICM Inc October 2008 - November 2012
K&L Construction May 2007 - August 2008
Skills
Communication Skills, Financial Analysis, Analytical Skills, Microsoft Office, Microsoft Excel, Microsoft Word, Investments, Trade Finance, Stock Market, Equity Research, Equity Trading, Number Crunching
Education
North Dakota State University 2008 — 2012
BS, Finance
Upstate Cerebral Palsy Pediatric Nurse PractitionerKernan school based health centerSeptember 2014 - Present
Slocum 2009 - 2014
Education
State University of New York College at Brockport
BSN
University of Rochester
Masters of science