Representative Client Engagements – Financial Services
Chief Compliance Officer
Large Global Asset Manager, Minneapolis, MN
Senior Corporate Bond Credit Analyst
Large Global Asset Manager,
Louisville, KY and Cedar Rapids, IA
Executive Vice President, Portfolio Management
Managing Director, Institutional Markets
Global Head of Derivatives & Hedging
Senior Portfolio Manager, Fixed Income
Director of New Initiatives
Director of Structured Products
Corporate Bond Trader
Regional Investment Bank, Great Falls, MT
President
Chief Operations Officer
Vice President, Technology Infrastructure & Operations
Chief Financial Officer
Large Alternative Hedge Fund, Minneapolis, MN
Senior Institutional Marketer & Investor Relations Manager
Investment Analyst, Private Equity Group
Investment Analyst, Public Investment Group
Investment Analyst, Quantative Strategies
Large Pension Fund, Minneapolis, MN
Vice President of Finance
Senior Manager, Investment Client Service
Senior Investment Analyst, Client Service & Customer Education
Financial Services Holding Company, Minneapolis, MN
Head of Business Development and Marketing
Senior Vice President, Strategic Risk Officer
Large Institutional Investment Manager, Chicago, IL
Executive Vice President, Commercial Real Estate Lending
Executive Vice President, Head of Equity Management
Managing Director, Marketing & Sales
Managing Director, Equity Portfolio Manager
Managing Director, Special Investments
Senior Vice President, Portfolio Manager – Fixed Income
Senior Vice President, Finance
Senior Vice President, Human Resources
Vice President, Technology
Vice President, Structured Finance
Vice President, Private Placements
Vice President, Special Investments Group
Vice President, High Yield Corporate Bond Analyst
Vice President, Quantitative Research and Risk Management
Vice President, Team Leader, Performance Measurement
Assistant Vice President, Restructuring
Assistant Vice President, Corporate Bond Trading
Assistant Vice President, Structured Products
Assistant Vice President, High Yield Analyst
Assistant Vice President, Investment Grade Analyst
Global Investment Bank, Minneapolis, MN
Chief Executive Officer (Asset Management Subsidiary)
Managing Director, Mutual Funds
Senior Vice President, Director of Corporate Development
Fixed Income Portfolio Manager (Asset Management Subsidiary)
Vice President, Treasurer
Vice President, Controller
Vice President, Retail Product Development Marketing
Vice President, Institutional Equity Sales
Vice President, Product Manager, Investment Consulting Services
Vice President, Sales Manager, Private Client Services
Associate General Counsel, Capital Markets
Associate Bond Counsel, Wealth Management
Head of Equity Management
Equity Portfolio Manager, Growth Fund
Equity Portfolio Manager, Small Cap Value
Portfolio Manager, Large Cap Value
Portfolio Manager, Mortgage-Backed Securities and Structured Finance
Portfolio Manager, General Account
Chief Compliance Officer, Broker Dealer Subsidiary
Senior Vice President, Institutional Asset Management Sales
Second Vice President, Broker Dealer Market Development
National Sales Vice President, Annuities
Director, Investment and Fund Accounting
Director, Broker/Dealer Operations
Securities Attorney
Senior Quantitative Analyst
Medical Director
Assistant Controller
Large Corporate Pension Plan, St. Paul, MN
Director, Benefit Funds Investment Strategy
Foreign Exchange Risk Manager
Regional Savings Bank, Madison, WI and
Minneapolis, MN
Senior Vice President of Member Services
Vice President, Credit Underwriting
Vice President, Lending
Vice President, Member Services
Alternative Hedge Fund, Los Angeles, CA
Chief Operating Officer/Chief Financial Officer
Large Diversified Financial Services Company,
Minneapolis, MN
Chief Investment Officer
President and CEO, Bank Subsidiary
President, Broker Dealer Subsidiary
Vice President, Investment Operations
Senior Portfolio Manager – Large Cap Core
Portfolio Manager – Large Cap Value
Senior Equity Analyst – Healthcare
Senior Equity Analyst – Software
Senior High Yield Analyst
Quantitative Analyst, Fixed Income
Middle Market Private Equity Firm, Minneapolis, MN
Vice President, Private Equity/Mezzanine Investments
Senior Associate, Investments
Controller
Family Office, Minneapolis, MN
Senior Director, Wealth Management
Senior Director, Tax
Vice President, Direct Investments
Full Service Commercial Real Estate Firm,
Minneapolis, MN
Managing Principal
Chief Financial Officer
Managing Director, Corporate Real Estate Services
Managing Director, Corporate Business Development
Director – Financial Services
Director, Transaction Management
Large Global Alternative Manager, Minneapolis, MN
Chief Financial Officer
Senior Investor Relations Manager
Treasurer
Vice President, Distressed Debt
Senior Investment Associate
Senior Investment Analyst, Private Investments
Senior Investment Analyst, Public Investments
Senior Investment Analyst, Commercial Real Estate
Senior Investment Analyst, Originations
Public REIT, Minneapolis, MN
Senior Vice President, Investor Relations
Large Mutual Fund Company, Kansas City, MO
Senior Equity Analyst, Large Cap Value
Senior Equity Analyst, Financial Services Sector
