Top Investment Analysts in Greater Minneapolis-St. Paul Area
Steven Lane, MBA, CPA, CGMA
XBRL Financial Consultant
Greater Minneapolis-St. Paul Area
XBRL Financial Consultant
Professor, Community Faculty
Accounting & Finance Contractor
Team Member
Financial Reporting Manager
Department Chair, Accounting & Finance
Professor of Business
Rate & Financial Analysis Consultant
Adjunct Instructor
Interim Controller
Adjunct Instructor
Vice-President, Fixed Income
Adjunct Instructor
Investment Analyst
Treasurer
Senior Financial Analyst
Audit & Tax Assistant
Staff Accountant
University of Minnesota - Carlson School of Management
Northern Michigan University
Crystal Lake Central High School
Recommendations: 6
Financial Analysis
Financial Reporting
Managerial Finance
Accounting
Leadership
Budgets
Finance
Forecasting
s****[email protected]
Salima CFA
AVP - Capital Framework Validation Group
Greater Minneapolis-St. Paul Area
AVP - Capital Framework Validation Group
Capital Framework Validation Analyst
Senior Financial Analyst
Financial Analyst
Financial Analyst
Investment Analyst
CFA Institute
Institute of Business Administration
ICMAP
Recommendations: 4
Financial Modeling
Financial Analysis
Financial Reporting
Business Valuation
Portfolio Management
Valuation
Structured Finance
Asset Managment
s****[email protected]
John Hogue
Investment Associate
Greater Minneapolis-St. Paul Area
Investment Associate
Technical Pricing Analyst II
Investment Analyst Intern
University of St. Thomas
University of Minnesota
Recommendations: 3
Data Mining
Big Data
Hadoop
Python
R
Predictive Analytics
Machine Learning
Marketing Analytics
d****[email protected]
Joan Cichoski, CFA
Senior Consultant
Greater Minneapolis-St. Paul Area
Senior Consultant
Manager, Investments & Operations
Consultant
Senior Financial Analyst
Consultant
Investment Analyst, State Investment Board
Research/Operations
The University of Chicago - Booth School of Business
Hamline University
Recommendations: 3
Portfolio Management
Investments
Equities
Asset Allocation
Fixed Income
Financial Services
Valuation
j****[email protected]
Andrew Lang, CFA
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Client Relationship Manager
The Catholic University of America
St. John's University
Recommendations: 1
Investments
Asset Management
Mutual Funds
Portfolio Management
Financial Modeling
Equities
Analysis
Wealth Management
a****[email protected]
Jonathan Prod
Chief Financial Officer
Greater Minneapolis-St. Paul Area
Chief Financial Officer
Senior Vice President Finance
Director of Financial Planning & Analysis
Investment Banking Analyst - Healthcare
Investment Analyst
Tecnológico de Monterrey
University of Wisconsin-Madison
Recommendations: 1
Private Equity
Financial Modeling
Valuation
Mergers
Financial Analysis
Capital Markets
Mergers & Acquisitions
Corporate Development
j****[email protected]
Michael Kuczaboski
Real Estate Sales Broker and owner
Greater Minneapolis-St. Paul Area
Real Estate Sales Broker and owner
WI Licensed Home Inspector
Certified Residential Real Property Appraiser
Aquisitions and Investment Analyst
Certified Appraiser-Office Manager
Real Estate Sales Associate
University of Minnesota-Twin Cities
Metropolitan State University
University of Arizona
Recommendations: 1
Real Estate
Investment Properties
Sellers
Real Estate Transactions
First Time Home Buyers
Residential Homes
Real Property
Buyers
m****[email protected]
m*****@realestateresourcesmn.com
Matthew Peterson
WM Portfolio Manager
Greater Minneapolis-St. Paul Area
WM Portfolio Manager
Portfolio Manager
Investment Analyst
Concession Stand Manager
Teaching Assistant
University of Minnesota-Morris
Recommendations: 1
Investment Management
Portfolio Management
Security Analysis
Fixed Income Trading
Fixed Income Research
Economics
Asset Management
Financial Markets
p****[email protected]
Marta Haynes, MBA
Career Coach (contract, 2hrs/week)
Greater Minneapolis-St. Paul Area
Career Coach (contract, 2hrs/week)
IBM Analytics, Various Roles
Private Client Services Intern
Due Diligence Analyst (as of January 2013, "Analyst on Call")
Fixed Income Portfolio Manager
Investment Analyst
Accountant
University of San Diego
St. Catherine University
St. Olaf College
Recommendations: 0
Highly Analytical
Investments
Asset Management
Fixed Income
Financial Analysis
Analysis
Excel
Portfolio Management
m****[email protected]
Nate Elliott, CFA
Founder, Chief Executive Officer and Chief Investment Officer
Greater Minneapolis-St. Paul Area
Founder, Chief Executive Officer and Chief Investment Officer
Chief Investment Analyst
Co-Founding Partner, Fund Manager / Chief Executive Officer
Senior Treasury Analyst
Investment Banking Analyst
Equity Research Associate
Public Finance Associate
University of Minnesota - Carlson School of Management
University of Saint Thomas
Recommendations: 0
Investment Banking
Mutual Funds
Equity Research
Asset Allocation
Alternative Investments
Portfolio Management
Hedge Funds
Equities
n****[email protected]
Chad R Hegwood
Director, Solutions Design & Development
Greater Minneapolis-St. Paul Area
Director, Solutions Design & Development
Product Strategist
Internal Business Consultant
Venture Investment Analyst
Director of Modeling & Technology / Equity Analyst
Full Time MBA Candidate
Investment Banking – Summer Internship Program
Senior Consultant
Partner & VP of Technology
Director of IT
Senior Analyst
Analyst
Operations Lead
University of Iowa - Henry B. Tippie College of Business
University of Minnesota - Carlson School of Management
Recommendations: 0
Business Strategy
Strategic Planning
Management
Marketing Strategy
Financial Modeling
Business Analysis
Team Management
Consulting
c****[email protected]
Eric Vercauteren
Director
Greater Minneapolis-St. Paul Area
Director
Attorney
Investment Analyst
University of Minnesota Law School
Winona State University
Recommendations: 0
e****[email protected]
Andy Christensen
Assistant Executive Director
Greater Minneapolis-St. Paul Area
Assistant Executive Director
Portfolio Manager
Investment Analyst
Director of Private Markets
Director of Private Markets
University of Minnesota - Carlson School of Management
University of Minnesota
Recommendations: 0
Investments
Private Equity
Asset Allocation
Hedge Funds
Portfolio Management
Due Diligence
Investment Strategies
Alternative Investments
a****[email protected]
T.J. McMillan
Senior Investment Analyst
Greater Minneapolis-St. Paul Area
Senior Investment Analyst
Field Examiner
Collateral Analyst
Bulk Bid Analyst
Analyst Intern
The University of Chicago - Booth School of Business
Gustavus Adolphus College
Recommendations: 0
Lender Finance
Asset Based Lending
Leasing
Factoring
Mortgage
Corporate Finance
Capital Markets
Mortgage Lending
m****[email protected]
Greg CFA
Senior Investment Analyst
Greater Minneapolis-St. Paul Area
Senior Investment Analyst
Director, Investments & Pensions
Assistant Investment Manager
Investment Analyst - Cargill Pension Department
The University of North Dakota
Recommendations: 0
p****[email protected]
Philip Xiao
CEO
Greater Minneapolis-St. Paul Area
CEO
Institutional Equity Sales
Student
Investment Analyst
Business Analyst
Carleton College
Troy High School
Recommendations: 0
Investments
Portfolio Management
Public Speaking
Securities
Mutual Funds
Start-ups
Trading
Insurance
x*****@carleton.edu
Matthew CFA
Portfolio Manager, Trading and Investment Operations
Greater Minneapolis-St. Paul Area
Portfolio Manager, Trading and Investment Operations
Vice President, Corporate FX Sales
Director, Corporate FX Distribution
Senior Financial Analyst
Investment Analyst II
Investment Specialist
Recommendations: 0
m****[email protected]
Ryan Edwards
Sr. Financial Analyst - Capital Finance
Greater Minneapolis-St. Paul Area
Sr. Financial Analyst - Capital Finance
Sr. Financial Analyst - Target Canada
Sr. Financial Analyst - Strategy Finance
Financial Analyst - Marketing Finance
Portfolio Analytics Consultant
Investment Analyst
Equity Capital Markets Analyst
University of Minnesota - Carlson School of Management
Hamline University
Augustana University (SD)
Recommendations: 0
Investments
Asset Allocation
Equities
Mutual Funds
Capital Markets
Fixed Income
Financial Services
ETFs
r****[email protected]
Justin Persuitti
Sr. Investment Analyst
Greater Minneapolis-St. Paul Area
Sr. Investment Analyst
Assistant Portfolio Manager
Associate
Analyst
Northwestern University - Kellogg School of Management
The George Washington University
The Lawrenceville School
Recommendations: 0
Portfolio Management
Asset Management
Institutional Investments
Quantitative Research
Asset Allocation
Derivatives
Financial Modeling
Market Research
j****[email protected]
j****[email protected]
Todd Streed
Senior Vice President
Greater Minneapolis-St. Paul Area
Senior Vice President
Vice President
Vice President
Senior Investment Analyst
Vice President
St. Cloud State University
Saint John's University
Recommendations: 0
Banking
Commercial Banking
Commercial Lending
Credit
Credit Analysis
Customer Service
Investment Properties
Loan Origination
t****[email protected]
Sophie Snyder
Merchandising Strategy Leader ✧ Target Corporation
Greater Minneapolis-St. Paul Area
Merchandising Strategy Leader ✧ Target Corporation
Senior Clearance Pricing Analyst ✧ Target.com
Senior Business Analyst ✧ Jewelry, Accessories & Shoes - Women's Shoes
Business Analyst ✧ Boys Toys
Investment Analyst ✧ Portfolio Management and Financial Planning
Institutional Equity Sales Analyst ✧ Equity Sales & Trading, Electronic Sales & Trading
University of Minnesota - Carlson School of Management
Carleton College
Northwestern University
Cretin-Derham Hall High School
Recommendations: 0
Analysis
Retail
Pricing
Strategic Planning
Finance
Equities
Social Media
Management
s****[email protected]
Dimitar Valchev, CFA
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Summer Intern
University of St. Thomas - Opus College of Business
Recommendations: 0
Alternative Investments
Asset Allocation
Asset Managment
Financial Analysis
Corporate Finance
Finance
Financial Modeling
Financial Services
m****[email protected]
Rebecca (Hedges) Kamsin, CFA
Advisory Research Analyst
Greater Minneapolis-St. Paul Area
Advisory Research Analyst
Research Analyst
Investment Analyst
Senior Associate; Reorganization Dept
Bethel University
Wheaton College
Recommendations: 0
r****[email protected]
Kiel Luse
Vice President
Greater Minneapolis-St. Paul Area
Vice President
Director and Co-Founder
Senior Investment Analyst
Senior Analyst
Analyst
Owner and Principal
Analyst
University of Minnesota - Carlson School of Management
University of Coloroado
Recommendations: 0
Valuation
Financial Modeling
Due Diligence
Private Equity
Investment Banking
Investments
Financial Analysis
Corporate Development
k****[email protected]
Jackson Shulman
Marketing Supervisor
Greater Minneapolis-St. Paul Area
Marketing Supervisor
Marketing Strategist
Marketing Intern
Assistant Brand Manager
Spanish and Latin Teacher, Coach and Admissions Officer
Investment Analyst
Legal Analyst
Indiana University - Kelley School of Business
Brown University
University of Bologna
Georgetown University
Noble & Greenough School
Recommendations: 0
Strategic Planning
Data Analysis
Marketing
Marketing Strategy
Competitive Analysis
Integrated Marketing
Start-ups
Spanish
j****[email protected]
Jacob Altendorf, CFA
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Advisory Research Analyst
Advisory Research Associate
Summer Intern Equity Research
Financial Advising Intern
University of Minnesota Duluth
Recommendations: 0
Bloomberg
Equities
Alternative Investments
Securities
Strategy
Trading
Finance
Training
j****[email protected]
Laura Gagnon
VP - Investor Relations
Greater Minneapolis-St. Paul Area
VP - Investor Relations
Investment Analyst and Portfolio Manager
VP Corporate Planning & Development
IRO
Vice President
Vanderbilt University - Owen Graduate School of Management
Recommendations: 0
l****[email protected]
Joseph Mallen
Chief Investment Officer
Greater Minneapolis-St. Paul Area
Chief Investment Officer
Senior Analyst
Vice President
Vice President
Associate
Investment Analyst Intern
London Business School
University of Minnesota - Carlson School of Management
Recommendations: 0
Asset Allocation
Investment Management
Alternative Investments
Hedge Funds
Equities
Fixed Income
Quantitative Finance
Quantitative Research
j*****@sawtootham.com
j****[email protected]
Daniel (D. J.) Lemmage
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Mergers & Acquisitions Analyst
Investment Banking Analyst
Investment Banking Summer Analyst
Equity Research Intern
University of Minnesota - Carlson School of Management
CFA
Recommendations: 0
Investment Banking
Financial Modeling
Finance
Due Diligence
Microsoft Excel
M&A experience
Bloomberg
Mergers & Acquisitions
d****[email protected]
Ryan Newcom
Board Observer
Greater Minneapolis-St. Paul Area
Board Observer
Customer Finance Manager
Board Observer
Board Observer
Financial Analyst II
Co-Founder & Sr. Principal-Fund Manager, 301 INC - Emerging Brand Elevator
Investment Banking Analyst/Associate
Investment Analyst
Senior Financial Analyst
Board Member
Bucknell University
Recommendations: 0
Mergers & Acquisitions
Corporate Venture Capital
Corporate Finance
Financial Modeling
Financial Analysis
Business Strategy
Cross-functional Team Leadership
Entrepreneurship
r****[email protected]
Jacob CFA
Senior Investment Consultant
Greater Minneapolis-St. Paul Area
Senior Investment Consultant
Senior Investment Analyst
Investment Team Intern
University of Minnesota - Carlson School of Management
University of Kansas
Consortium Institute of Management and Business Analysis Paderno del Grappa
Recommendations: 0
f****[email protected]
Mitch Holtzman
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Asset Manager
Financial Analyst
Data Analyst (Temporary Position)
Cash Sweep Operations Trader (Temporary Position)
Fixed Income Intern
University of Wisconsin-Madison - School of Business
CFA Institute
Recommendations: 0
Access
Microsoft Word
Financial Modeling
Valuation
Financial Statement...
Financial Analysis
m****[email protected]
William Moeller, CFA
Client Service Associate
Greater Minneapolis-St. Paul Area
Client Service Associate
Investment Analyst
Credit Analyst
Recommendations: 0
w****[email protected]
Jonathan Jablonsky
Investment Analyst - Real Estate Loans & Low Income Housing
Greater Minneapolis-St. Paul Area
Investment Analyst - Real Estate Loans & Low Income Housing
President
Financial Analyst - Strategic Marketing Finance
Realtor
Financial Analyst - Strategic Analysis
Financial Analyst Intern
University of Saint Thomas - School of Business
University of Wisconsin-Eau Claire
Recommendations: 0
Real Estate
Financial Modeling
Investments
Property Management
Asset Managment
Investment Properties
LIHTC
Asset Management
j****[email protected]
Amy Untiedt
Product Manager- Alternative Investments
Greater Minneapolis-St. Paul Area
Product Manager- Alternative Investments
Fund Accountant
Contractor
Postgraduate Student
Associate
Investment Analyst
University of Sydney
Luther College
Recommendations: 0
Social Entrepreneurship
Project Management
MS Project
Asset Managment
Investment Management
Portfolio Management
Financial Analysis
Investments
a****[email protected]
Karl Arnquist
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Investment Analyst
Financial Analyst
St. John's University
Recommendations: 0
Investments
Wealth Management
Portfolio Management
Financial Modeling
Corporate Finance
Financial Analysis
k****[email protected]
Austin Wentzlaff
Director of Business Development
Greater Minneapolis-St. Paul Area
Director of Business Development
Business Development Analyst
Managing Partner and Chief Financial Officer
Investment Analyst Intern
Wealth Management Intern
Consultant
Gustavus Adolphus College
New London - Spicer H.S.
Recommendations: 0
Leadership
Business Development
Portfolio Management
Financial Analysis
Data Analysis
Stock Market
Start-ups
Inbound Marketing
a****[email protected]
Deb Soucheray
Senior Financial Analyst - Capital Markets Group
Greater Minneapolis-St. Paul Area
Senior Financial Analyst - Capital Markets Group
Senior Investment Analyst
Investment Analyst
Assistant Vice President Finance
American University
St. Catherine University
Recommendations: 0
Financial Analysis
Valuation
Real Estate Transactions
Disposition
Real Estate
Asset Managment
Due Diligence
Investments
d****[email protected]
David Stranghoener
Business Analyst - Strategy and Operations
Greater Minneapolis-St. Paul Area
Business Analyst - Strategy and Operations
Campaign Assistant
Investment Analyst Intern
Summer Intern
Finance and Marketing Intern
University of Southern California
IE Business School
Wayzata High School
Recommendations: 0
Microsoft Office
Microsoft Excel
Microsoft Word
Customer Service
PowerPoint
Windows
Research
Financial Analysis
d****[email protected]
Jay E. Pluimer
Managing Director
Greater Minneapolis-St. Paul Area
Managing Director
Director, Consultant Relations
Manager, Investment Services
Director, Alternative Investments
Investment Analyst and Compliance Officer
Portfolio Administrator
Lawrence University
Recommendations: 0
Investments
Equities
Asset Management
Hedge Funds
Portfolio Management
Institutional
Asset Allocation
Alternative Investments
j****[email protected]
Yang Li
Business Analyst
Greater Minneapolis-St. Paul Area
Business Analyst
Master of Finance
Consultant I
Peer Career Coach
Undergraduate Investment Analyst
Massachusetts Institute of Technology
University of Minnesota - Carlson School of Management
University of Minnesota - College of Liberal Arts
Recommendations: 0
Andrew Ruth
Analyst Intern
Greater Minneapolis-St. Paul Area
Analyst Intern
Credit Analyst
Investment Analyst
Analyst, Financial Restructuring Group
Fundamental Analyst Intern
Summer Financial Analyst
Northwestern University
Recommendations: 0
Timothy Kraus
Investment Analyst
Greater Minneapolis-St. Paul Area
Investment Analyst
Battalion Training Officer
Chief Financial Officer
Controller
Chief Financial Officer
Chief Financial Officer (Interim)
Chief Financial Officer, Vice President Information Systems
Director of Finance
CFO
Senior Field Analyst
University of Saint Thomas
Recommendations: 0
