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Dan Grote previously worked as Owner/ Manager at Amalgamation Works Llc and Chief Investment Officer at Lowry Hill. Dan Grote holds Mba, Finance from Amos Tuck School Of Business.
Dan Grote is a professional in their field. They is proficient in Fortran, Cobal, Basic, CBasic(an 8086 cross complier) and Bahnhof German..
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Minneapolis
Design of financial alloys and amalgams for high net worth portfolio diversification. Continue to serve on Board of public play golf club that I helped create back in 1989. Also served for eight years as an Independent Director of a $1 Billion dollar private REIT that doubled in size while it delivered double digit returns to its shareholders.
Minneapolis
$6 billion High Net Worth Money Management affiliate of Wells Fargo. Hired as one of five portfolio managers. Assigned coverage of tech stocks as a result of practical experience. Raised performance with quantitative valuations based on expansion of PE/G+Y modeling. Was promoted to Chief Investment Officer after being recruited to a Chicago firm. Created alternative international asset class model based on portfolio of 20 world class stocks regardless of domicile.
Minneapolis, Minnesota
Managed three fold growth in portfolios and staffing for heirs of John Sargent Pillsbury. Resigned when Board governance transferred to 3rd generation.
Minneapolis
SEC registered Fee For Service investment advice focused on closely held firm owners and pre-retirement planning for executives. Co-Owner of related Real Estate Advisory Services, Inc which held my Minnesota real estate license.
Minneapolis
Developed database for risk adjusted oil and gas leasehold inventory to simulate investor returns from an optimized portfolio of exploration prospects. Represented passive investor interests at budget meetings and produced semi annual financial reports.
Wall Street
Hired as a part time bookkeeper of this Wall Street venture capital firm while a student at NYU. Became full time employee when the Assistant Controller resigned. In addition to conventional bookkeeping, I had portfolio monitoring responsibilities and participated in due diligence during proxy fight for control of this $25 million dollar public firm.
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Dan Grote is based in Greater Minneapolis-St. Paul Area, United States.
Dan Grote has worked for Amalgamation Works Llc, Lowry Hill, Sargent Management, Financial Advisory Services Inc, and Apache Corporation.
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Dan Grote holds Mba, Finance from Amos Tuck School Of Business.
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