Ulland Investment Advisors

Description

Located in: IDS CenterAddress: 80 S 8th St #4550, Minneapolis, MN 55402 Phone: (612) 312-1400: Place name: : : : Hours: Category: Website: : : Website: http://www.ullandinvestment.com/ Category: Financial Planner 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 Ulland Investment Advisors Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Ulland Investment Advisors Employees

Employee
Years
Job
Industry
Jackie Zicarelli Jackie Zicarelli San Francisco Bay Area Details
Jackie Zicarelli's Ulland Investment Advisors Experience 2006 - 2007
Job Sr. Analyst, Strategy & Corporate Development at Seagate Technology
Industry Computer Hardware
Experience
University of Notre Dame  2012 - 2014
PepsiCo - Gatorade  2013 - 2013
PetSmart  2010 - 2012
Thomson Reuters  2007 - 2010
Ulland Investment Advisors   2006 - 2007
Applied Statistics & Management Inc.   2004 - 2004

Skills
Strategic Consulting, Mergers & Aquisitions, Financial Modeling, Business Development, Strategy, Consulting, Mergers & Acquisitions, Market Research, Business Strategy, Financial Analysis, Leadership

Education
University of Notre Dame - Mendoza College of Business   2012 — 2014
Master of Business Administration (MBA)

Carleton College   2004 — 2008
BA, Economics

University of Cambridge   2005 — 2005
Economics

James Ulland James Ulland Greater Minneapolis-St. Paul Area Details
James Ulland's Ulland Investment Advisors Experience 1997 - Present
Job President at Ulland Investment Advisors
Industry Investment Management
Experience
Ulland Investment Advisors   1997 - Present
State of Minnesota  1993 - 1995
US Bank  1984 - 1989
University of Minnesota Duluth School of Business   1976 - 1984
Minnesota State Legislature  1968 - 1984

Education
Carleton College
B.A., Economics

University of Pennsylvania - The Wharton School
MBA

Yansong Pang Yansong Pang Minneapolis, Minnesota Details
Yansong Pang's Ulland Investment Advisors Experience November 2014 - Present
Job Equity Research Analyst
Industry Investment Management
Experience
Ulland Investment Advisors   November 2014 - Present
RSG - Resource Systems Group, Inc.   July 2013 - November 2014
Taiwan Rebecca Business Management Consulting Co.,Ltd   June 2011 - August 2011

Skills
Equity Research, Strategic Consulting, Market Research, Leadership, Public Speaking, Statistical Modeling, Marketing Strategy

Education
Carleton College   2009 — 2013
Bachelor of Arts, Mathematics/Statistics, Psychology, Cross-Cultural Studies

Tuck School of Business at Dartmouth   2012 — 2012
Summer School, Business

Coursera
Online Courses

Seth Jonker Seth Jonker Greater Minneapolis-St. Paul Area Details
Seth Jonker's Ulland Investment Advisors Experience March 2010 - August 2010
Job Associate at GMB Mezzanine Capital
Industry Financial Services
Experience
GMB Mezzanine Capital   July 2015 - Present
Wells Fargo - Financial Sponsors Group   March 2014 - July 2015
Wells Fargo - Financial Sponsors Group   August 2011 - March 2014
Minnesota Fury   June 2011 - August 2011
Ulland Investment Advisors   March 2010 - August 2010

Skills
Valuation, Portfolio Management, Finance, Bloomberg, Credit, Economics, Management, Equity Research, Private Equity, DCF, Training, Sales, Financial Modeling, Loans, Financial Analysis, Cash Flow

Education
Carleton College   2007 — 2011
B.A., Economics

Cambridge School of Economics   2009 — 2009
Economics

Erin Gudul Erin Gudul Raleigh, North Carolina Details
Erin Gudul's Ulland Investment Advisors Experience September 2010 - December 2010
Job Commodity Merchant, Cargill, Inc.
Industry Food Production
Experience
Cargill, Inc.   August 2012 - Present
Cargill, Inc.   June 2011 - August 2011
Ulland Investment Advisors   September 2010 - December 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Bloomberg Terminal, R, Stata, Commodity Risk...

Education
Carleton College   2008 — 2012
Bachelor of Arts, Economics, Magna Cum Laude

Miles Silbert Miles Silbert Greater Minneapolis-St. Paul Area Details
Miles Silbert's Ulland Investment Advisors Experience April 2011 - August 2011
Job Senior Analyst at The PFM Group
Industry Financial Services
Experience
Public Financial Management  June 2012 - Present
Ulland Investment Advisors   April 2011 - August 2011

Skills
Competitive Analysis, Financial Modeling, Data Analysis, Financial Analysis, Research, Econometrics, Analytics, Economics

Education
Carleton College   2008 — 2012
Bachelor of Arts, Economics

st louis park

Jared Plotz Jared Plotz Greater Minneapolis-St. Paul Area Details
Jared Plotz's Ulland Investment Advisors Experience March 2008 - September 2008
Job Associate Industry Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management  April 2013 - Present
Robert W. Baird & Co.   July 2011 - February 2013
The Henry Fund  January 2010 - December 2010
The Leuthold Group, L.L.C.   May 2010 - August 2010
Carleton College Investment Office   June 2009 - August 2009
Ulland Investment Advisors   March 2008 - September 2008

Skills
DCF, Investments, Hedge Funds, Financial Analysis, Valuation, Portfolio Management, Equities, Asset Allocation, Management, Securities, Financial Modeling, Bloomberg, Equity Valuation

Education
University of Iowa - Henry B. Tippie College of Business   2009 — 2011
MBA, Finance, Investment Management

Carleton College   2005 — 2009
B.A., Economics, Political Economy Minor

Brendan Lyons-Keefe, FSA, MAAA Brendan Lyons-Keefe, FSA, MAAA New York, New York Details
Brendan Lyons-Keefe, FSA, MAAA's Ulland Investment Advisors Experience August 2003 - September 2004
Job Vice President, Medical Reinsurance Actuary
Industry Insurance
Experience
Swiss Re  July 2015 - Present
Deloitte  February 2014 - July 2015
USC Marshall School of Business  July 2012 - December 2013
Kaiser Foundation Health Plan  October 2011 - June 2012
Kaiser Foundation Health Plan  October 2008 - October 2011
Kaiser Foundation Health Plan  January 2007 - October 2008
Kaiser Foundation Health Plan  January 2006 - January 2007
Kaiser Foundation Health Plan  June 2005 - January 2006
Ulland Investment Advisors   August 2003 - September 2004

Skills
VBA, SQL, Microsoft Excel, Data Analysis, Financial Modeling, Financial Analysis, Analytics, Analysis, Statistics, Risk Management, Actuarial Science, Business Analysis, Business Strategy, Health Insurance, Insurance, Underwriting, Managed Care, Pricing, SAS, Corporate Finance

Education
University of Southern California - Marshall School of Business   2012 — 2013
Master of Business Administration (M.B.A.)

Carleton College   1999 — 2003
Bachelor of Arts (B.A.), Mathematics

Jesuit high school

David Niles David Niles Greater Minneapolis-St. Paul Area Details
David Niles's Ulland Investment Advisors Experience 2000 - 2000
Job Vice President and Controller at Avant Energy Inc.
Industry Utilities
Experience
Avant Energy Inc.  June 2002 - Present
Ulland Investment Advisors   2000 - 2000

Skills
Energy, Commodity Markets, Renewable Energy, Financial Analysis, Financial Modeling, Alternative Energy, Budgets, Energy Policy, Risk Management, Due Diligence, Analysis, Energy Markets, Valuation, Economics, Process Improvement, Management Consulting, Auditing, Forecasting, Accounting, Strategic Planning

Education
Carleton College   1998 — 2002

University of Minnesota - Carlson School of Management

Suneet Dewan Suneet Dewan Greater Minneapolis-St. Paul Area Details
Suneet Dewan's Ulland Investment Advisors Experience June 2014 - August 2014
Job Student at Carleton College
Industry
Experience
Carleton College  September 2013 - Present
Ulland Investment Advisors   June 2014 - August 2014
US Congressman Reid Ribble   June 2013 - August 2013
Carleton College  September 2012 - June 2013

Skills
R, Java, Python, Microsoft Excel, Bloomberg Terminal, SQL, Data Analysis, Research, PowerPoint, Public Speaking, Community Outreach, Microsoft Office, SPSS, Statistics

Education
Carleton College   2012 — 2016
Bachelor of Arts (B.A.), Economics

Nathaniel Gabriel Nathaniel Gabriel New York, New York Details
Nathaniel Gabriel's Ulland Investment Advisors Experience January 2009 - March 2009
Job Equity Analyst at Safra National Bank of New York
Industry Financial Services
Experience
Safra National Bank of New York  December 2013 - Present
Argus Research  September 2011 - November 2013
T3 Trading Group, LLC  July 2010 - November 2011
Kenyon College  August 2008 - July 2010
Ulland Investment Advisors   January 2009 - March 2009
US Bank  May 2008 - August 2008
Buckingham Research Group  March 2008 - March 2008
GF Parish Group   May 2007 - August 2007

Skills
Financial Analysis, Writing, Financial Modeling, Equities, Research, Equity Research, Economics, Securities, Valuation, Technical Analysis, Industry Analysis, Macroeconomics, Trading, Bloomberg, Portfolio Management, Investments, Asset Management, Finance, Japanese, Mutual Funds

Education
Kenyon College   2006 — 2010
Bachelor of Arts, Economics, Japanese, Cum Laude

上智大学   2009 — 2009
N/A, Economics

Reuben Parish Reuben Parish Greater New York City Area Details
Reuben Parish's Ulland Investment Advisors Experience January 2014 - January 2014
Job Business Analyst at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  May 2015 - Present
Next Level NYC   January 2012 - May 2015
Round Hill Music  September 2014 - December 2014
ClearBridge Investments  June 2014 - September 2014
Ulland Investment Advisors   January 2014 - January 2014
The Cutting Room  February 2013 - October 2013
Bilinguals Inc  January 2012 - May 2013
Palio Solutions   June 2012 - September 2012
Kieran's Irish Pub  June 2011 - September 2011

Skills
PowerPoint, Research, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, Customer Service, Tutoring, Teamwork, Food, Social Networking, Music Industry, Facebook, Music, Entertainment, Leadership, Editing, Event Management

Education
New York University   2011 — 2015
Bachelor of Arts (B.A.), Music Business

Erica Li Erica Li Greater Minneapolis-St. Paul Area Details
Erica Li's Ulland Investment Advisors Experience March 2006 - June 2006
Job Teacher at Edina Public Schools
Industry Primary/Secondary Education
Experience
Edina Public Schools  August 2015 - Present
Edina Public Schools  August 2013 - August 2015
ISD 622  August 2012 - June 2013
Minnesota Children's Museum  March 2010 - June 2010
Target Corporation  September 2007 - September 2009
Greater Twin Cities United Way  June 2006 - August 2006
Ulland Investment Advisors   March 2006 - June 2006

Skills
Nonprofits, Teaching, Curriculum Development, Public Relations, Social Media, Research, Public Speaking, Event Planning, Community Outreach, Data Analysis, Higher Education, Volunteer Management

Education
Hamline University   2010 — 2015
Master of Arts in Teaching, Elementary Education K-6

Carleton College   2003 — 2007
B.A., Economics

Jason Vaurio Jason Vaurio Minneapolis, Minnesota Details
Jason Vaurio's Ulland Investment Advisors Experience November 2006 - August 2007
Job Investment Research Analyst at Oxford Financial Group, Ltd.
Industry Capital Markets
Experience
Oxford Financial Group, Ltd.   June 2014 - Present
Jeffrey Slocum & Associates  June 2011 - June 2014
Wells Fargo Securities, LLC  December 2008 - February 2010
Ulland Investment Advisors   November 2006 - August 2007

Skills
Valuation, Equities, Portfolio Management, Corporate Finance, Equity Research

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2008 — 2008
Business Bridge Program

Carleton College   2004 — 2008
B.A., Economics

Brendon Fischer, CFA Brendon Fischer, CFA Boulder, Colorado Details
Brendon Fischer, CFA's Ulland Investment Advisors Experience July 2000 - July 2003
Job Portfolio Manager
Industry Investment Management
Experience
H.I.G. WhiteHorse   June 2005 - January 2012
RCM  June 2004 - August 2004
Ulland Investment Advisors   July 2000 - July 2003

Education
The University of Texas at Austin - Red McCombs School of Business   2003 — 2005
MBA, Finance

Carleton College   1996 — 2000
BA, Economics

Peter Semmer Peter Semmer Greater Minneapolis-St. Paul Area Details
Peter Semmer's Ulland Investment Advisors Experience December 2009 - March 2010
Job Associate at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group  February 2014 - Present
SwapBeats   January 2013 - December 2013
Piper Jaffray  July 2011 - December 2012
Thrivent Financial  June 2010 - October 2010
Ulland Investment Advisors   December 2009 - March 2010
Equity Based Services   June 2008 - August 2008

Skills
Equities, Equity Research, Portfolio Management, Economics, Business Strategy, Analysis, Financial Modeling, Valuation, Bloomberg, Investment Banking, Investments, Financial Analysis, Due Diligence, Securities, DCF, Data Analysis, Microsoft Excel, Quantitative Analytics, PowerPoint, Stata, Mutual Funds

Education
Carleton College   2007 — 2011
Bachelor of Arts degree, Economics

The Bishops School   2003 — 2007
Bachelor of Arts