Wessels, Arnold & Henderson
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Wessels, Arnold & Henderson Employees
Employee
Years
Job
Industry
David Dalvey David Dalvey's Wessels, Arnold & Henderson Experience 1987 - 1992
Job Venture Capital Investor and Advisor
Industry Venture Capital & Private Equity
Experience
Brightstone Venture Capital September 2000 - Present
Blue Rock Advisors September 2000 - Present
Navarre Corporation September 2009 - November 2012
Mount Yale Venture Fund September 2009 - September 2012
RJ Steichen & Company 1995 - 2000
The Food Fund LP 1992 - 1995
Wessels, Arnold & Henderson 1987 - 1992
US Bank (formerly First Bank) 1984 - 1987
Skills
Medical Devices, Cleantech, Semiconductors, Storage, Wireless Networking, Solar, E-commerce, Healthcare, Life Sciences, ITIL, Biotechnology, Spine, Retail, Virtualization, Consumer Retail, Data Center, SAN, NetApp, NAS, SEO, Online Marketing, IT Service Management, Venture Capital, Investments, Corporate Finance, Investment Banking, Asset Management, Hedge Funds
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA - Business, Finance, General
Iowa State University 1976 — 1980
Bachelor of Science (BS), Business/Managerial Economics
Brightstone Venture Capital September 2000 - Present
Blue Rock Advisors September 2000 - Present
Navarre Corporation September 2009 - November 2012
Mount Yale Venture Fund September 2009 - September 2012
RJ Steichen & Company 1995 - 2000
The Food Fund LP 1992 - 1995
Wessels, Arnold & Henderson 1987 - 1992
US Bank (formerly First Bank) 1984 - 1987
Skills
Medical Devices, Cleantech, Semiconductors, Storage, Wireless Networking, Solar, E-commerce, Healthcare, Life Sciences, ITIL, Biotechnology, Spine, Retail, Virtualization, Consumer Retail, Data Center, SAN, NetApp, NAS, SEO, Online Marketing, IT Service Management, Venture Capital, Investments, Corporate Finance, Investment Banking, Asset Management, Hedge Funds
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA - Business, Finance, General
Iowa State University 1976 — 1980
Bachelor of Science (BS), Business/Managerial Economics
Alex Plechash Alex Plechash's Wessels, Arnold & Henderson Experience 1992 - 1995
Job Vice President & Division Manager
Industry Capital Markets
Experience
Tee It Up For The Troops, Inc. 2007 - Present
FOLIOfn Institutional 2003 - Present
U. S. Naval Academy Alumni Association 2006 - Present
U. S. Naval Academy January 2003 - Present
Wayzata Fire Department 2006 - Present
Perpich Center for Arts Education in Minnesota 2006 - June 2014
Republican Party of Minnesota 2004 - October 2013
Navy League of the United States 2007 - 2010
First Albany Capital 1995 - 2000
Wessels, Arnold & Henderson 1992 - 1995
Skills
Government, Operations, Sales Management, Financial Management, General Operations, Non-profits, Oil&Gas, Technical Management, Direct Sales, Executive Management, Executives, Military Operations, Military, Politics, Aviation, DoD, Securities, Board Development, Board Relations, Art Education, Political Campaigns, Nonprofits, Leadership, Strategy, Team Building, Management, Public Speaking, Program Management, Managerial Finance, Navy, Command, Marketing, Training, Organizational..., Defense, Strategic Planning, Integration, Leadership Development, Security, Policy, Community Outreach, Top Secret, Tactics, National Security, Operational Planning, Security Clearance, Government Contracting, Army, Strategic Leadership, Risk Management
Education
United States Naval Academy 1971 — 1975
B.S. Ae., Aerospace Engineering & Physics
The University of Chicago 1983 — 1986
MBA, Finance
Tee It Up For The Troops, Inc. 2007 - Present
FOLIOfn Institutional 2003 - Present
U. S. Naval Academy Alumni Association 2006 - Present
U. S. Naval Academy January 2003 - Present
Wayzata Fire Department 2006 - Present
Perpich Center for Arts Education in Minnesota 2006 - June 2014
Republican Party of Minnesota 2004 - October 2013
Navy League of the United States 2007 - 2010
First Albany Capital 1995 - 2000
Wessels, Arnold & Henderson 1992 - 1995
Skills
Government, Operations, Sales Management, Financial Management, General Operations, Non-profits, Oil&Gas, Technical Management, Direct Sales, Executive Management, Executives, Military Operations, Military, Politics, Aviation, DoD, Securities, Board Development, Board Relations, Art Education, Political Campaigns, Nonprofits, Leadership, Strategy, Team Building, Management, Public Speaking, Program Management, Managerial Finance, Navy, Command, Marketing, Training, Organizational..., Defense, Strategic Planning, Integration, Leadership Development, Security, Policy, Community Outreach, Top Secret, Tactics, National Security, Operational Planning, Security Clearance, Government Contracting, Army, Strategic Leadership, Risk Management
Education
United States Naval Academy 1971 — 1975
B.S. Ae., Aerospace Engineering & Physics
The University of Chicago 1983 — 1986
MBA, Finance
Joan Cichoski, CFA Joan Cichoski, CFA's Wessels, Arnold & Henderson Experience 1986 - 1990
Job Senior Consultant at Adeptyx Consulting
Industry Investment Management
Experience
General Mills 2003 - September 2011
The Willow Group 2000 - 2003
General Mills 1995 - 2000
Cytrol 1993 - 1995
State of Minnesota 1991 - 1993
Wessels, Arnold & Henderson 1986 - 1990
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Fixed Income, Financial Services, Valuation
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA
Hamline University 1984 — 1986
BA
General Mills 2003 - September 2011
The Willow Group 2000 - 2003
General Mills 1995 - 2000
Cytrol 1993 - 1995
State of Minnesota 1991 - 1993
Wessels, Arnold & Henderson 1986 - 1990
Skills
Portfolio Management, Investments, Equities, Asset Allocation, Fixed Income, Financial Services, Valuation
Education
The University of Chicago - Booth School of Business 1989 — 1991
MBA
Hamline University 1984 — 1986
BA
Laura Rehfeld Laura Rehfeld's Wessels, Arnold & Henderson Experience 1996 - 1998
Job
Industry Hospital & Health Care
Experience
Kaiser Permanente December 2011 - Present
Carlson School of Management June 2013 - Present
HFMA Northern California Chapter June 2014 - Present
HFMA Northern California Chapter September 2011 - January 2014
Kurt Salmon Associates June 2003 - December 2011
Dain Rauscher 1998 - 2001
Wessels, Arnold & Henderson 1996 - 1998
Skills
Management Consulting, Healthcare, Process Improvement, Healthcare Consulting, Strategy, Strategic Planning, Change Management, Business Strategy, Program Management, Leadership, Healthcare Information..., Project Management, Performance Improvement, Cross-functional Team..., Staff Development, Management
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Strategy, Marketing, Finance
Minnesota State University, Moorhead 1994 — 1996
B.S., Business Administration
Kaiser Permanente December 2011 - Present
Carlson School of Management June 2013 - Present
HFMA Northern California Chapter June 2014 - Present
HFMA Northern California Chapter September 2011 - January 2014
Kurt Salmon Associates June 2003 - December 2011
Dain Rauscher 1998 - 2001
Wessels, Arnold & Henderson 1996 - 1998
Skills
Management Consulting, Healthcare, Process Improvement, Healthcare Consulting, Strategy, Strategic Planning, Change Management, Business Strategy, Program Management, Leadership, Healthcare Information..., Project Management, Performance Improvement, Cross-functional Team..., Staff Development, Management
Education
University of Minnesota - Carlson School of Management 2001 — 2003
MBA, Strategy, Marketing, Finance
Minnesota State University, Moorhead 1994 — 1996
B.S., Business Administration
Christopher McGrann Christopher McGrann's Wessels, Arnold & Henderson Experience 1995 - 1998
Job Senior Portfolio Manager at Alliance Bernstein
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2014 - Present
Piper Jaffray 2003 - 2013
RBC/Dain Rauscher Wessels 1998 - 2001
Wessels, Arnold & Henderson 1995 - 1998
Dearborn Advisors 1993 - 1995
Skills
Equities, Investment Banking, IPO, Series 7, Valuation, Capital Markets, Due Diligence, Series 63, Equity Research, Equity Valuation, Trading, Investment Strategies, Venture Capital, Hedge Funds, Financial Modeling, Alternative Investments, Corporate Finance, Communication, Sales, Sales Management, Team Leadership, Relationship Management, Communication Skills, Investor Relations, Growth Investing, Business Valuation, Securities, Financial Services, Fixed Income, Private Equity, Bloomberg
Education
DePauw University 1987 — 1991
BA, Economics, Political Science
Breck School 1978 — 1987
Bernstein Global Wealth Management June 2014 - Present
Piper Jaffray 2003 - 2013
RBC/Dain Rauscher Wessels 1998 - 2001
Wessels, Arnold & Henderson 1995 - 1998
Dearborn Advisors 1993 - 1995
Skills
Equities, Investment Banking, IPO, Series 7, Valuation, Capital Markets, Due Diligence, Series 63, Equity Research, Equity Valuation, Trading, Investment Strategies, Venture Capital, Hedge Funds, Financial Modeling, Alternative Investments, Corporate Finance, Communication, Sales, Sales Management, Team Leadership, Relationship Management, Communication Skills, Investor Relations, Growth Investing, Business Valuation, Securities, Financial Services, Fixed Income, Private Equity, Bloomberg
Education
DePauw University 1987 — 1991
BA, Economics, Political Science
Breck School 1978 — 1987
Jackie LaRue Nemecek Jackie LaRue Nemecek's Wessels, Arnold & Henderson Experience June 1992 - March 1998
Job Senior Revenue Analyst / Financial Manager
Industry Investment Banking
Experience
RBC Capital Markets September 2005 - April 2015
RBC Capital Markets September 2001 - September 2005
Dain Rauscher Wessels March 1998 - September 2001
Wessels, Arnold & Henderson June 1992 - March 1998
Skills
Financial Analysis, Revenue Analysis, Strategic Planning, P&L Budget Management, Process Improvement, Project Management, Business Analysis, Equities, Financial Modeling, Business Planning, Trading, Investments, Analysis, Leadership, Management, Risk Management, Capital Markets, Budgets
Education
University of Saint Thomas 2002 — 2006
MBA, Management
University of Iowa 1988 — 1992
BBA, Finance
RBC Capital Markets September 2005 - April 2015
RBC Capital Markets September 2001 - September 2005
Dain Rauscher Wessels March 1998 - September 2001
Wessels, Arnold & Henderson June 1992 - March 1998
Skills
Financial Analysis, Revenue Analysis, Strategic Planning, P&L Budget Management, Process Improvement, Project Management, Business Analysis, Equities, Financial Modeling, Business Planning, Trading, Investments, Analysis, Leadership, Management, Risk Management, Capital Markets, Budgets
Education
University of Saint Thomas 2002 — 2006
MBA, Management
University of Iowa 1988 — 1992
BBA, Finance
Alison Tomlinson's Wessels, Arnold & Henderson Experience May 1996 - June 1998
Job Director, Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank May 2014 - Present
FactSet Research Systems July 2012 - May 2014
StreetAccount February 2007 - July 2012
Citigroup Global Markets June 1998 - August 2006
Wessels, Arnold & Henderson May 1996 - June 1998
Dain Bosworth, Inc. May 1995 - May 1996
Capital Planning, Inc May 1993 - May 1995
Skills
Equity Research, Equities, Portfolio Management, Capital Markets, Investments, Options, Hedge Funds, ETFs, Investment Banking, Mergers & Acquisitions, Management, Entrepreneurship, Trading, Financial Services, Finance, Leadership, CRM, Sales, Financial Markets
Education
St. Cloud State University
Citi Private Bank May 2014 - Present
FactSet Research Systems July 2012 - May 2014
StreetAccount February 2007 - July 2012
Citigroup Global Markets June 1998 - August 2006
Wessels, Arnold & Henderson May 1996 - June 1998
Dain Bosworth, Inc. May 1995 - May 1996
Capital Planning, Inc May 1993 - May 1995
Skills
Equity Research, Equities, Portfolio Management, Capital Markets, Investments, Options, Hedge Funds, ETFs, Investment Banking, Mergers & Acquisitions, Management, Entrepreneurship, Trading, Financial Services, Finance, Leadership, CRM, Sales, Financial Markets
Education
St. Cloud State University
Robert (Robin) Gibson's Wessels, Arnold & Henderson Experience 1986 - 1999
Job Business Development at Fredrikson & Byron, P.A.
Industry Law Practice
Experience
Fredrikson & Byron February 2008 - Present
Meristem January 2002 - February 2007
Wessels, Arnold & Henderson 1986 - 1999
Piper Jaffray 1981 - 1986
Skills
Business Development, Marketing, Management, Sales, Mergers, Strategic Planning, Marketing Strategy, Business Planning, Public Speaking, Private Equity, Business Strategy, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Start-ups, Entrepreneurship, Due Diligence
Education
Macalester College 1962 — 1966
B.A., International Relations
Fredrikson & Byron February 2008 - Present
Meristem January 2002 - February 2007
Wessels, Arnold & Henderson 1986 - 1999
Piper Jaffray 1981 - 1986
Skills
Business Development, Marketing, Management, Sales, Mergers, Strategic Planning, Marketing Strategy, Business Planning, Public Speaking, Private Equity, Business Strategy, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Start-ups, Entrepreneurship, Due Diligence
Education
Macalester College 1962 — 1966
B.A., International Relations
Kim Hollingsworth Taylor's Wessels, Arnold & Henderson Experience October 1995 - August 1998
Job Fractional Chief Financial Officer, Salo LLC
Industry Fund-Raising
Experience
Salo LLC December 2014 - Present
Clearly Present Foundation September 2013 - Present
Syncada LLC, became part of U.S. Bank in September 2013 May 2011 - August 2013
Independent Company Advisor September 1998 - April 2011
Wessels, Arnold & Henderson October 1995 - August 1998
Medtronic August 1994 - August 1995
Kaiser Permanente June 1993 - August 1993
ALZA Corporation June 1989 - August 1992
Fellowship in Prayer June 1985 - July 1988
Skills
Marketing, Strategic Planning, Investment Banking, Business Analysis, Equities, Financial Analysis, Investor Relations, Management, Product Development, Budgets, Strategy, Forecasting, Analytics, Product Management, Leadership, Start-ups, Public Speaking, Program Management, Mergers & Acquisitions, Analysis, Business Strategy
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Business/Healthcare Economics
Haverford College 1981 — 1985
B.A. with Honors, English
Salo LLC December 2014 - Present
Clearly Present Foundation September 2013 - Present
Syncada LLC, became part of U.S. Bank in September 2013 May 2011 - August 2013
Independent Company Advisor September 1998 - April 2011
Wessels, Arnold & Henderson October 1995 - August 1998
Medtronic August 1994 - August 1995
Kaiser Permanente June 1993 - August 1993
ALZA Corporation June 1989 - August 1992
Fellowship in Prayer June 1985 - July 1988
Skills
Marketing, Strategic Planning, Investment Banking, Business Analysis, Equities, Financial Analysis, Investor Relations, Management, Product Development, Budgets, Strategy, Forecasting, Analytics, Product Management, Leadership, Start-ups, Public Speaking, Program Management, Mergers & Acquisitions, Analysis, Business Strategy
Education
Stanford University Graduate School of Business 1992 — 1994
MBA, Business/Healthcare Economics
Haverford College 1981 — 1985
B.A. with Honors, English
Bill Meade's Wessels, Arnold & Henderson Experience 1997 - 2001
Job
Industry Investment Banking
Experience
Pacific Crest Securities 2006 - Present
Piper Jaffray 2004 - 2006
RBC Capital Markets 2001 - 2004
Wessels, Arnold & Henderson 1997 - 2001
Volpe, Welty 1994 - 1997
S.G. Warburg 1992 - 1994
Lehman Brothers 1987 - 1990
Skills
High Tech, Institutional Sales, Romance Languages, Equities, Equity Research, Capital Markets
Education
NYU 1990 — 1992
Master of Arts (M.A.), International Business
Princeton University 1982 — 1987
AB, Woodrow Wilson School, Romance Languages
Penn State University 1978 — 1980
Pacific Crest Securities 2006 - Present
Piper Jaffray 2004 - 2006
RBC Capital Markets 2001 - 2004
Wessels, Arnold & Henderson 1997 - 2001
Volpe, Welty 1994 - 1997
S.G. Warburg 1992 - 1994
Lehman Brothers 1987 - 1990
Skills
High Tech, Institutional Sales, Romance Languages, Equities, Equity Research, Capital Markets
Education
NYU 1990 — 1992
Master of Arts (M.A.), International Business
Princeton University 1982 — 1987
AB, Woodrow Wilson School, Romance Languages
Penn State University 1978 — 1980
Samuel Murphy III's Wessels, Arnold & Henderson Experience 1990 - 1997
Job Portfolio Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Independent Financial Consultant 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2012
Carlson School of Management 2005 - 2008
Redsky Partners 2002 - 2004
Ameriprise Financial Services, Inc. 1999 - 2002
Wessels, Arnold & Henderson 1990 - 1997
Skills
Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Investment Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Series 7
Education
Wharton Business School 1984 — 1986
MBA, Finance
University College London, U. of London 1978 — 1980
M.S., Geophysics
Wesleyan University 1974 — 1978
Bachelor's degree, Geological and Earth Sciences/Geosciences
Independent Financial Consultant 2012 - Present
Ameriprise Financial Services, Inc. 2007 - 2012
Carlson School of Management 2005 - 2008
Redsky Partners 2002 - 2004
Ameriprise Financial Services, Inc. 1999 - 2002
Wessels, Arnold & Henderson 1990 - 1997
Skills
Equity Research, Equities, Bloomberg, Portfolio Management, Asset Managment, Investments, Valuation, Financial Modeling, Investment Management, Hedge Funds, Financial Analysis, Investment Strategies, Alternative Investments, Asset Management, Series 7
Education
Wharton Business School 1984 — 1986
MBA, Finance
University College London, U. of London 1978 — 1980
M.S., Geophysics
Wesleyan University 1974 — 1978
Bachelor's degree, Geological and Earth Sciences/Geosciences
Eric Savitz's Wessels, Arnold & Henderson Experience 1997 - 1998
Job Managing Partner at Greenwich Prime Trading Group, LLC
Industry Financial Services
Experience
Greenwich Prime Trading Group, LLC March 2001 - Present
Iberico Capital 2000 - 2001
Societe Generale 1998 - 2000
Wessels, Arnold & Henderson 1997 - 1998
Herzog Heine Geduld, Inc. 1995 - 1997
Education
Bentley University
Pace University
Greenwich Prime Trading Group, LLC March 2001 - Present
Iberico Capital 2000 - 2001
Societe Generale 1998 - 2000
Wessels, Arnold & Henderson 1997 - 1998
Herzog Heine Geduld, Inc. 1995 - 1997
Education
Bentley University
Pace University