Thrivent Asset Management
Description
Address: 625 S 4th Ave #200, Minneapolis, MN 55415 Phone: (612) 340-4030: : Website: : : Hours: Place name: : Category: : Website: https://www.thrivent.com/products/investments/ Category: Non-Profit Organization 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. · Own this business?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 Thrivent Investment Management Inc Posting publicly on the Web Write a review Reviews Be the first to review
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Thrivent Asset Management Employees
Employee
Years
Job
Industry
Graham Wong Graham Wong's Thrivent Asset Management Experience December 2013 - Present
Job Equity Portfolio Manager at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management December 2013 - Present
Westwood Holdings Group August 2002 - November 2013
AmeriCredit May 2001 - August 2001
Skills
Securities, Equity Research, Equities, Portfolio Management, Equity Valuation, Financial Modeling, Valuation, Asset Management, Bloomberg, Economics, Asset Allocation, Investment Management, Bloomberg Terminal, Alternative Investments, Capital Markets, Investments, Hedge Funds, Fixed Income, Financial Analysis, Investment Strategies, Financial Markets
Education
Southern Methodist University 2005 — 2010
M.A., Economics
Texas Christian University 1998 — 2002
B.B.A., Finance and Electronic Business
Thrivent Asset Management December 2013 - Present
Westwood Holdings Group August 2002 - November 2013
AmeriCredit May 2001 - August 2001
Skills
Securities, Equity Research, Equities, Portfolio Management, Equity Valuation, Financial Modeling, Valuation, Asset Management, Bloomberg, Economics, Asset Allocation, Investment Management, Bloomberg Terminal, Alternative Investments, Capital Markets, Investments, Hedge Funds, Fixed Income, Financial Analysis, Investment Strategies, Financial Markets
Education
Southern Methodist University 2005 — 2010
M.A., Economics
Texas Christian University 1998 — 2002
B.B.A., Finance and Electronic Business
Chuck Etzweiler, MBA, CFP®, CMT, CIMA® Chuck Etzweiler, MBA, CFP®, CMT, CIMA®'s Thrivent Asset Management Experience 1999 - December 2011
Job Director of Global Research for Nepsis Captial Management
Industry Investment Management
Experience
Nepsis Capital Management January 2012 - Present
Thrivent Asset Management 1999 - December 2011
True North Global Research 2005 - 2007
Skills
Investments
Education
Rollins College - Crummer Graduate School of Business 1984 — 1986
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Marketing
Nepsis Capital Management January 2012 - Present
Thrivent Asset Management 1999 - December 2011
True North Global Research 2005 - 2007
Skills
Investments
Education
Rollins College - Crummer Graduate School of Business 1984 — 1986
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1980 — 1984
BS, Marketing
David Streit David Streit's Thrivent Asset Management Experience 2000 - 2013
Job Director, Investor Relations at EOG Resources
Industry Oil & Energy
Experience
EOG Resources December 2013 - Present
Thrivent Asset Management 2000 - 2013
ABN AMRO 1996 - 2000
AT&T 1992 - 1996
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Mergers & Acquisitions, Strategy, Forecasting, Business Valuation, Analysis, Investor Relations, Accounting, Strategic Planning, Investments, Equities, Strategic Financial..., Finance, Management
Education
The University of Chicago Booth School of Business 1994 — 1996
Master of Business Administration, Finance
Institute of European Studies - Vienna, Austria 1992 — 1992
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science, Accounting
Marmion Military Academy 1984 — 1988
EOG Resources December 2013 - Present
Thrivent Asset Management 2000 - 2013
ABN AMRO 1996 - 2000
AT&T 1992 - 1996
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Mergers & Acquisitions, Strategy, Forecasting, Business Valuation, Analysis, Investor Relations, Accounting, Strategic Planning, Investments, Equities, Strategic Financial..., Finance, Management
Education
The University of Chicago Booth School of Business 1994 — 1996
Master of Business Administration, Finance
Institute of European Studies - Vienna, Austria 1992 — 1992
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science, Accounting
Marmion Military Academy 1984 — 1988
Matthew Stemper Matthew Stemper's Thrivent Asset Management Experience March 2015 - Present
Job Money Market Trader at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management March 2015 - Present
Thrivent Asset Management October 2014 - March 2015
Thrivent Asset Management September 2012 - October 2014
State of Wisconsin - The Office of the Governor May 2011 - December 2011
Wells Capital Management April 2010 - September 2010
Marquette University September 2008 - April 2010
Wells Fargo Equipment Finance June 2008 - August 2008
Education
Passed Level III of the CFA Program
Marquette University
Bachelor of Science, Finance
University of Wisconsin-Madison
Benilde-St. Margaret's
High School
Thrivent Asset Management March 2015 - Present
Thrivent Asset Management October 2014 - March 2015
Thrivent Asset Management September 2012 - October 2014
State of Wisconsin - The Office of the Governor May 2011 - December 2011
Wells Capital Management April 2010 - September 2010
Marquette University September 2008 - April 2010
Wells Fargo Equipment Finance June 2008 - August 2008
Education
Passed Level III of the CFA Program
Marquette University
Bachelor of Science, Finance
University of Wisconsin-Madison
Benilde-St. Margaret's
High School
Scott Vergin, CFA Scott Vergin, CFA's Thrivent Asset Management Experience March 2010 - October 2011
Job Proven, Experienced Equity Portfolio Manager SAVergin@msn.com
Industry Investment Management
Experience
Financial Services Industry in the Twin Cities Area November 2011 - Present
Thrivent Asset Management March 2010 - October 2011
Thrivent Asset Management (Lutheran Brotherhood Investment Management prior to 2002) November 1994 - March 2010
Lutheran Brotherhood Investment Management August 1986 - October 1994
Lutheran Brotherhood Investment Management July 1984 - July 1986
Skills
Portfolio Management, Portfolio Strategy, Sector Analysis, Asset Allocation, Risk Management, Technical Analysis, Stock Selection, Marketing Communications, Team Management, Stock Picking, Mutual Funds, Valuation, Securities, Equity Research, Investments, Fixed Income, Analysis, Equities, Asset Management
Education
University of Minnesota
M.B.A, Finance
St. Olaf College 1972 — 1976
B.A, Economics
Financial Services Industry in the Twin Cities Area November 2011 - Present
Thrivent Asset Management March 2010 - October 2011
Thrivent Asset Management (Lutheran Brotherhood Investment Management prior to 2002) November 1994 - March 2010
Lutheran Brotherhood Investment Management August 1986 - October 1994
Lutheran Brotherhood Investment Management July 1984 - July 1986
Skills
Portfolio Management, Portfolio Strategy, Sector Analysis, Asset Allocation, Risk Management, Technical Analysis, Stock Selection, Marketing Communications, Team Management, Stock Picking, Mutual Funds, Valuation, Securities, Equity Research, Investments, Fixed Income, Analysis, Equities, Asset Management
Education
University of Minnesota
M.B.A, Finance
St. Olaf College 1972 — 1976
B.A, Economics
Greg Petryszyn Greg Petryszyn's Thrivent Asset Management Experience May 2008 - Present
Job Senior Research Analyst (High Yield Corporate Bonds) at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management May 2008 - Present
Thrivent Asset Management June 2004 - May 2008
Thrivent Asset Management January 2000 - June 2004
Thrivent Financial February 1996 - January 2000
Skills
Financial Modeling, High Yield, Investments, Bloomberg, Investment Strategies, Relative Value, Portfolio Management, Fixed Income, Asset Managment, Valuation, Financial Analysis, Securities, Bonds, Capital Markets, Mutual Funds
Education
University of St. Thomas - Opus College of Business 1997 — 2001
MBA, Finance
University of Minnesota-Twin Cities 1989 — 1995
BS, Economics
Thrivent Asset Management May 2008 - Present
Thrivent Asset Management June 2004 - May 2008
Thrivent Asset Management January 2000 - June 2004
Thrivent Financial February 1996 - January 2000
Skills
Financial Modeling, High Yield, Investments, Bloomberg, Investment Strategies, Relative Value, Portfolio Management, Fixed Income, Asset Managment, Valuation, Financial Analysis, Securities, Bonds, Capital Markets, Mutual Funds
Education
University of St. Thomas - Opus College of Business 1997 — 2001
MBA, Finance
University of Minnesota-Twin Cities 1989 — 1995
BS, Economics
Jim Grossman Jim Grossman's Thrivent Asset Management Experience September 1996 - March 2009
Job Senior Equity Analyst/ Portfolio Manager Seeking next opportunity
Industry Investment Management
Experience
Detwiler Fenton April 2010 - June 2013
Thrivent Asset Management September 1996 - March 2009
Thrivent Asset Management July 2000 - July 2006
Monetta Financial Services September 1992 - September 1996
Skills
Equity Research, Industry Analysis, Fundamental Research, Research, Portfolio Management, Institutional Research, Institutional Sales, Competitive Analysis, Series 86, Series 87, FINRA, Asset Management, Investments, Hedge Funds, Mutual Funds, Valuation, Strategy, Trading, Bonds, Series 63, Alternative Investments, Asset Allocation, Financial Modeling, Bloomberg, Series 7, Capital Markets, Securities, Investment Management, Fixed Income, Options, Equity Valuation, Investment Advisory, Investment Strategies, Funding, Private Equity, Investment Banking, Equity Trading, Wealth Management, Venture Capital, Financial Analysis, Due Diligence, Corporate Finance, Investor Relations, Equities, Emerging Markets, Financial Markets, Institutional..., Analysis, Bloomberg Terminal, Risk Management
Education
Elmhurst College
BS, Finance And Economics
Detwiler Fenton April 2010 - June 2013
Thrivent Asset Management September 1996 - March 2009
Thrivent Asset Management July 2000 - July 2006
Monetta Financial Services September 1992 - September 1996
Skills
Equity Research, Industry Analysis, Fundamental Research, Research, Portfolio Management, Institutional Research, Institutional Sales, Competitive Analysis, Series 86, Series 87, FINRA, Asset Management, Investments, Hedge Funds, Mutual Funds, Valuation, Strategy, Trading, Bonds, Series 63, Alternative Investments, Asset Allocation, Financial Modeling, Bloomberg, Series 7, Capital Markets, Securities, Investment Management, Fixed Income, Options, Equity Valuation, Investment Advisory, Investment Strategies, Funding, Private Equity, Investment Banking, Equity Trading, Wealth Management, Venture Capital, Financial Analysis, Due Diligence, Corporate Finance, Investor Relations, Equities, Emerging Markets, Financial Markets, Institutional..., Analysis, Bloomberg Terminal, Risk Management
Education
Elmhurst College
BS, Finance And Economics
Janice Guimond Janice Guimond's Thrivent Asset Management Experience December 2003 - Present
Job Vice President, Investment Operations at Thrivent Asset Management
Industry Financial Services
Experience
Thrivent Asset Management December 2003 - Present
Investment Advisers, Inc. (IAI) 1993 - 2000
Education
University of Minnesota - Carlson School of Management 1990 — 1994
MBA, Management Information Systems
St. Cloud State University 1983 — 1986
Thrivent Asset Management December 2003 - Present
Investment Advisers, Inc. (IAI) 1993 - 2000
Education
University of Minnesota - Carlson School of Management 1990 — 1994
MBA, Management Information Systems
St. Cloud State University 1983 — 1986
Steven Vacinek Steven Vacinek's Thrivent Asset Management Experience April 2014 - Present
Job Regional Investment Consultant West Coast at Thrivent Asset Management
Industry Financial Services
Experience
Thrivent Asset Management April 2014 - Present
Advantus Capital Management December 2009 - April 2014
Securian Financial Services, Inc. Member FINRA/SIPC February 2006 - December 2009
Piper Jaffray May 2001 - May 2005
Wells Fargo Investments January 1992 - April 2001
Skills
Investments, Pension Funds, Mutual Funds, Fixed Income, Financial Services, Insurance, Series 7, Investment Strategies, Finance, Wealth Management, Asset Management, Capital Markets, Business Development, Client Services, Securities, Retirement Planning, Asset Allocation
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Economics
Thrivent Asset Management April 2014 - Present
Advantus Capital Management December 2009 - April 2014
Securian Financial Services, Inc. Member FINRA/SIPC February 2006 - December 2009
Piper Jaffray May 2001 - May 2005
Wells Fargo Investments January 1992 - April 2001
Skills
Investments, Pension Funds, Mutual Funds, Fixed Income, Financial Services, Insurance, Series 7, Investment Strategies, Finance, Wealth Management, Asset Management, Capital Markets, Business Development, Client Services, Securities, Retirement Planning, Asset Allocation
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Economics
David Spangler, CFA David Spangler, CFA's Thrivent Asset Management Experience 2002 - Present
Job Senior Portfolio Manager Equities
Industry Investment Management
Experience
Thrivent Asset Management 2002 - Present
Wells Fargo October 2000 - October 2002
US Bank 1997 - 2000
Skills
Asset Managment, Equities, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
Beloit College 1985 — 1989
BA, Economics & Management
Thrivent Asset Management 2002 - Present
Wells Fargo October 2000 - October 2002
US Bank 1997 - 2000
Skills
Asset Managment, Equities, Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA
Beloit College 1985 — 1989
BA, Economics & Management
Christopher Serra Christopher Serra's Thrivent Asset Management Experience July 1998 - June 2007
Job Senior Equity Analyst, Investment Professional
Industry Investment Management
Experience
Thrivent Asset Managent October 2008 - Present
Thrivent Asset Management July 1998 - June 2007
thrivent 1998 - 2007
thrivent asset management 1998 - 2007
William Blair and Company January 1995 - June 1998
William Blair and Company 1995 - 1998
Education
Rotterdam School of Management, Erasmus University 2007 — 2008
Lawrence University 1988 — 1992
BA, economics
Thrivent Asset Managent October 2008 - Present
Thrivent Asset Management July 1998 - June 2007
thrivent 1998 - 2007
thrivent asset management 1998 - 2007
William Blair and Company January 1995 - June 1998
William Blair and Company 1995 - 1998
Education
Rotterdam School of Management, Erasmus University 2007 — 2008
Lawrence University 1988 — 1992
BA, economics
Darren Bagwell, CFA's Thrivent Asset Management Experience 2002 - Present
Job Director of Research at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management 2002 - Present
Robert W. Baird 1998 - 2002
Robertson Stephens/BancAmerica 1997 - 1998
Robert W. Baird 1992 - 1997
Spin-Off Group 1991 - 1992
Hudson Capital Advisors 1990 - 1991
Skills
Equity Research, Investments, Equities, Valuation, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Kettering University 1985 — 1989
BMS, Business/Engineering
Thrivent Asset Management 2002 - Present
Robert W. Baird 1998 - 2002
Robertson Stephens/BancAmerica 1997 - 1998
Robert W. Baird 1992 - 1997
Spin-Off Group 1991 - 1992
Hudson Capital Advisors 1990 - 1991
Skills
Equity Research, Investments, Equities, Valuation, Portfolio Management, Financial Modeling, Asset Management, Financial Analysis, Hedge Funds, Alternative Investments, Bloomberg
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance
Kettering University 1985 — 1989
BMS, Business/Engineering
Gary Schaal, CFA's Thrivent Asset Management Experience July 2008 - December 2008
Job Equity Analyst at Colorado PERA
Industry Investment Management
Experience
Colorado PERA January 2009 - Present
Thrivent Asset Management July 2008 - December 2008
Invesco August 1994 - February 2008
Skills
Equity Research, Asset Management, Portfolio Management, Equities, Asset Managment, Asset Allocation, Alternative Investments, Securities
Education
University of Colorado Denver 1997 — 2001
MBA
University of Colorado Colorado Springs 1990 — 1994
Colorado PERA January 2009 - Present
Thrivent Asset Management July 2008 - December 2008
Invesco August 1994 - February 2008
Skills
Equity Research, Asset Management, Portfolio Management, Equities, Asset Managment, Asset Allocation, Alternative Investments, Securities
Education
University of Colorado Denver 1997 — 2001
MBA
University of Colorado Colorado Springs 1990 — 1994
David Rudow's Thrivent Asset Management Experience 2007 - Present
Job Sr. Equity Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Mark Simenstad's Thrivent Asset Management Experience V.P. Head of Fixed Income FundsThrivent Financial for Lutherans2002 - Present
Job VP Head of Fixed Income Funds at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management V.P. Head of Fixed Income FundsThrivent Financial for Lutherans2002 - Present
Voyageur Asset Management July 1996 - July 1999
Education
University of Minnesota - Carlson School of Management 1981 — 1983
MBA, Finance
St. Olaf College 1977 — 1981
BA, Economics
Thrivent Asset Management V.P. Head of Fixed Income FundsThrivent Financial for Lutherans2002 - Present
Voyageur Asset Management July 1996 - July 1999
Education
University of Minnesota - Carlson School of Management 1981 — 1983
MBA, Finance
St. Olaf College 1977 — 1981
BA, Economics
Alessandro D'Agaro's Thrivent Asset Management Experience October 2013 - Present
Job Equity Research Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management October 2013 - Present
UBS Global Asset Management 2007 - 2012
UBS Global Asset Management 2001 - 2007
UBS Global Asset Management 1999 - 2001
US Navy 1990 - 1997
Skills
Bloomberg, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Equity Research, Equity Valuation, Private Equity, Investment Management, Asset Allocation, Investment Strategies, Valuation, Equities, Derivatives, Alternative Investments, Asset Managment, Securities, Fixed Income, Trading, Asset Management, Analysis
Education
University of Chicago 1997 — 1999
MBA
University of Michigan 1987 — 1990
BSE, Materials Science and Engineering
Thrivent Asset Management October 2013 - Present
UBS Global Asset Management 2007 - 2012
UBS Global Asset Management 2001 - 2007
UBS Global Asset Management 1999 - 2001
US Navy 1990 - 1997
Skills
Bloomberg, Portfolio Management, Hedge Funds, Investments, Financial Modeling, Equity Research, Equity Valuation, Private Equity, Investment Management, Asset Allocation, Investment Strategies, Valuation, Equities, Derivatives, Alternative Investments, Asset Managment, Securities, Fixed Income, Trading, Asset Management, Analysis
Education
University of Chicago 1997 — 1999
MBA
University of Michigan 1987 — 1990
BSE, Materials Science and Engineering
Chad Miller, CFA, CPA's Thrivent Asset Management Experience April 2013 - Present
Job Intermediate Portfolio Manager at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial May 2015 - Present
Thrivent Asset Management April 2013 - Present
Stifel Nicolaus 2010 - March 2013
Defined Contribution Advisors 2009 - 2009
IPS 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Microsoft Excel, Accounting, Keyboard Skills, Investments, Mutual Funds, Bloomberg, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2004 — 2009
BSBA, International Business, Finance
Thrivent Financial May 2015 - Present
Thrivent Asset Management April 2013 - Present
Stifel Nicolaus 2010 - March 2013
Defined Contribution Advisors 2009 - 2009
IPS 2008 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Equity Research, Due Diligence, Microsoft Excel, Accounting, Keyboard Skills, Investments, Mutual Funds, Bloomberg, Equity Valuation, Portfolio Management
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Denver - Daniels College of Business 2004 — 2009
BSBA, International Business, Finance
Kevin Pike's Thrivent Asset Management Experience July 2008 - July 2011
Job Senior Research Analyst at 40/86 Advisors
Industry Investment Management
Experience
40/86 Advisors June 2011 - Present
Thrivent Asset Management July 2008 - July 2011
Northwest Area Foundation December 2007 - May 2008
Carlson School Fixed Income Fund May 2007 - May 2008
Guidant 2004 - 2006
Skills
Fixed Income, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Equity Research, Asset Managment, Bloomberg, Securities, Strategic Financial..., Corporate Finance, Risk Management, Bloomberg Terminal, Asset Management, Bonds, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
Purdue University 1998 — 2003
BS, Computer Technology, Business Minor
40/86 Advisors June 2011 - Present
Thrivent Asset Management July 2008 - July 2011
Northwest Area Foundation December 2007 - May 2008
Carlson School Fixed Income Fund May 2007 - May 2008
Guidant 2004 - 2006
Skills
Fixed Income, Financial Modeling, Valuation, Portfolio Management, Investments, Financial Analysis, Equities, Equity Research, Asset Managment, Bloomberg, Securities, Strategic Financial..., Corporate Finance, Risk Management, Bloomberg Terminal, Asset Management, Bonds, Mutual Funds
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
Purdue University 1998 — 2003
BS, Computer Technology, Business Minor
Chris Serra, CFA's Thrivent Asset Management Experience October 2008 - Present
Job Senior Equity Analyst at Thrivent Asset Management
Industry Investment Management
Experience
Thrivent Asset Management October 2008 - Present
Thrivent Asset Management June 2001 - June 2007
Thrivent Asset Management June 1998 - June 2001
William Blair and Company January 1995 - June 1998
Morningstar February 1993 - December 1994
Skills
Asset Management, Equity Research, Equities, Investments, Business Valuation, Factset, Bloomberg, Fundamental Research, Equity Valuation, Value Investing, Industry Analysis, Portfolio Management, Valuation, DCF, Economics, Asset Managment, Investment Strategies, Competitive Analysis, Securities, Investment Management, Alternative Investments, Research, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Emerging Markets, Financial Analysis, Stock Picking, Equity Trading, Financial Markets, Series 7, Financial Modeling, Strategic Financial..., Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Finance, Derivatives, Quantitative Analytics, Private Equity, Options, Investor Relations, Corporate Finance, Trading
Education
RSM Erasmus University 2007 — 2008
Student
Lawrence University 1988 — 1992
BA, Economics
Chartered Financial Analyst
Thrivent Asset Management October 2008 - Present
Thrivent Asset Management June 2001 - June 2007
Thrivent Asset Management June 1998 - June 2001
William Blair and Company January 1995 - June 1998
Morningstar February 1993 - December 1994
Skills
Asset Management, Equity Research, Equities, Investments, Business Valuation, Factset, Bloomberg, Fundamental Research, Equity Valuation, Value Investing, Industry Analysis, Portfolio Management, Valuation, DCF, Economics, Asset Managment, Investment Strategies, Competitive Analysis, Securities, Investment Management, Alternative Investments, Research, Asset Allocation, Mutual Funds, Financial Services, Wealth Management, Investment Advisory, Emerging Markets, Financial Analysis, Stock Picking, Equity Trading, Financial Markets, Series 7, Financial Modeling, Strategic Financial..., Capital Markets, Hedge Funds, Investment Banking, Due Diligence, Finance, Derivatives, Quantitative Analytics, Private Equity, Options, Investor Relations, Corporate Finance, Trading
Education
RSM Erasmus University 2007 — 2008
Student
Lawrence University 1988 — 1992
BA, Economics
Chartered Financial Analyst
Bill McNeill, CIMA®, CMFC®'s Thrivent Asset Management Experience September 2012 - January 2014
Job Vice PresidentClient Advisor, J.P. Morgan Funds
Industry Financial Services
Experience
JPMorgan Asset Management January 2014 - Present
Thrivent Asset Management September 2012 - January 2014
Goldman Sachs Asset Management March 2010 - September 2012
RiverSource Investments January 2008 - March 2010
RiverSource Investments February 2006 - January 2008
Edward Jones January 2003 - February 2006
Skills
Mutual Funds, Separately Managed..., Asset Managment, Hedge Funds, Private Equity, Structured Notes, Alternative Assets, Consultative Sales..., Sales Presentation..., Investment Management, Economic Knowledge, Competitive Positioning, Fiduciary, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 63, Series 7
Education
University of Nebraska-Lincoln 1998 — 2002
Business Administration, Finance and Management
JPMorgan Asset Management January 2014 - Present
Thrivent Asset Management September 2012 - January 2014
Goldman Sachs Asset Management March 2010 - September 2012
RiverSource Investments January 2008 - March 2010
RiverSource Investments February 2006 - January 2008
Edward Jones January 2003 - February 2006
Skills
Mutual Funds, Separately Managed..., Asset Managment, Hedge Funds, Private Equity, Structured Notes, Alternative Assets, Consultative Sales..., Sales Presentation..., Investment Management, Economic Knowledge, Competitive Positioning, Fiduciary, External Wholesaler, Client Advisor, Relationship Management, 529 Plans, ETFs, Retirement, Series 63, Series 7
Education
University of Nebraska-Lincoln 1998 — 2002
Business Administration, Finance and Management
Brian Bomgren, CQF's Thrivent Asset Management Experience August 2011 - Present
Job Quantitative Portfolio Manager
Industry Investment Management
Experience
Thrivent Asset Management August 2011 - Present
Thrivent Financial for Lutherans January 2008 - August 2011
Skills
Quantitative Analysis, Equities, Derivatives, Factset, Bloomberg, Barra, Data Management, Process Automation, Risk Management, Portfolio Optimization, Backtesting, Excel, Microsoft Access, VBA, Matlab
Education
Bethel University 2002 — 2006
Bachelors, Finance, Marketing
Woodbury
Thrivent Asset Management August 2011 - Present
Thrivent Financial for Lutherans January 2008 - August 2011
Skills
Quantitative Analysis, Equities, Derivatives, Factset, Bloomberg, Barra, Data Management, Process Automation, Risk Management, Portfolio Optimization, Backtesting, Excel, Microsoft Access, VBA, Matlab
Education
Bethel University 2002 — 2006
Bachelors, Finance, Marketing
Woodbury
Jack Hodapp's Thrivent Asset Management Experience June 2013 - September 2013
Job Consultant at Bates White Economic Consulting
Industry Management Consulting
Experience
Bates White Economic Consulting April 2015 - Present
Bates White Economic Consulting June 2014 - August 2014
Thrivent Asset Management June 2013 - September 2013
Skills
Microsoft Excel, Stata, R, Python, Matlab, SPSS, VBA, SQL, AMPL, NetLogo, Simio, Financial Analysis, Financial Modeling, Econometrics, Data Analysis, Business Analytics
Education
Northwestern University 2011 — 2015
Northwestern University - Kellogg School of Management 2013 — 2014
Minnetonka High School 2007 — 2011
Bates White Economic Consulting April 2015 - Present
Bates White Economic Consulting June 2014 - August 2014
Thrivent Asset Management June 2013 - September 2013
Skills
Microsoft Excel, Stata, R, Python, Matlab, SPSS, VBA, SQL, AMPL, NetLogo, Simio, Financial Analysis, Financial Modeling, Econometrics, Data Analysis, Business Analytics
Education
Northwestern University 2011 — 2015
Northwestern University - Kellogg School of Management 2013 — 2014
Minnetonka High School 2007 — 2011