Brought in accounts, developed trust client business for Tealwood, and partnered trust relationships with Bremer and Schwab. Investment Management Committee. Senior research analyst.

Sole porfolio manager of original team of three that opened the Minnesota de novo office in 2005. Brought in $100M in new business in 50 accounts. Also responsible for new business goals and trust relationship building.

Short term association that entailed business development as well as management of portfolios. In addition to direct acquisition of accounts, developed referral relationship with two trust departments.

Doubled St Paul relationship accounts in three years. In 2002 achieved nationwide top performance ranking out of 250 US Trust portfolio managers.

Managed 495 accounts, 250 families ($1B in value), $5M in fees (mostly tailored portfolios of individual securities). Effective closure rate on new business, averaging $40M yearly, with $300K in fees. Conducted over 300 personal client review meetings annually.

Managed 60+ accounts ($150M value) in individual securities. Directed asset allocation strategy. Traded, managed soft dollar research budget of $100K.

Edited two monthly institutional portfolio strategy research publications. Contributed writing, statistical research and charts. Administered and traded $20M equity account. Responsible for eight cities and 100 clients.