Dan Garofalo Email & Phone Number

Minneapolis, Minnesota, United States

Greater Minneapolis-St. Paul Area

Provide original fundamental research and value-added insights on the Health Care sector to Ameriprise's network of over 9,000 Financial Advisers through Focus List recommendations, daily actionable ideas and regular company/sector reports. Produce Health Care equity recommendations for Ameriprise in-house equity portfolios.

Bloomington, MN

Responsibility for Health Care Sector due diligence, stock selection and management of all Kopp investment strategies.

Minneapolis, MN

Provide in-depth fundamental research directly contributing to differentiated trading ideas and investment theses, leading to increased client market share and franchise recognition.

Research and identify investment opportunities that represent significant potential returns relative to quantifiable downside. Areas of focus include distressed debt, preferred and common equity, and any other potentially exploitable market imbalances.

Build relationships with physicians, hospitals, managed care and other healthcare related organizations and personnel and conduct sales presentations.

Direct contact for Andersen Retailers in the Phoenix area for all aspects of their Andersen Window & Door business.

Partnered with engineering and manufacturing in calculating process costs and auditing product costs for accuracy. Delivered various financial analyses and corresponding reports to management.

Mba, Finance

Activities and Societies: Carlson Growth Fund, Medical Industry Leadership Institute (MILI)

Bs, Business Administration