Experience

JNBA Financial Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Investment Strategist

  • Mar 2023 - Present

  Minneapolis, Minnesota, United States Minneapolis, MN-based JNBA Financial Advisors is an independent, fee-only wealth management firm driven to help guide people through life’s most important decisions though an advice driven by advocacy® approach. As a fiduciary, the JNBA team delivers customized planning strategies and solutions to optimize clients’ resources through financial life planning and asset management. The nearly 45-year-old firm’s advisory structure leverages a team approach, reviewing client portfolios every 10… Show more Minneapolis, MN-based JNBA Financial Advisors is an independent, fee-only wealth management firm driven to help guide people through life’s most important decisions though an advice driven by advocacy® approach. As a fiduciary, the JNBA team delivers customized planning strategies and solutions to optimize clients’ resources through financial life planning and asset management. The nearly 45-year-old firm’s advisory structure leverages a team approach, reviewing client portfolios every 10 business days and driving the planning process, including strategy development and implementation with estate, tax, and risk professionals as appropriate. For more information, visit jnba.com. Please Note: JNBA does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to JNBA’s website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Show less



RBC

• Canada
• Banking
• 700 & Above Employee

• Multi-Asset Portfolio Analyst

  • Dec 2019 - Mar 2023

  Minneapolis, Minnesota, United States • Developed, enhanced, and executed on a disciplined risk-aware, data driven investment philosophy for our suite of Multi-Asset Portfolios. • Within the U.S. Investment Committee, served as member of the Equity, Fixed Income, Income, and Fulfillment Committees while serving as 1 of 4 voting members within the Equity Committee. • Provided frequent written and verbal communication to financial advisors and individual clients across the entire wealth spectrum on all aspects of RBC, with… Show more • Developed, enhanced, and executed on a disciplined risk-aware, data driven investment philosophy for our suite of Multi-Asset Portfolios. • Within the U.S. Investment Committee, served as member of the Equity, Fixed Income, Income, and Fulfillment Committees while serving as 1 of 4 voting members within the Equity Committee. • Provided frequent written and verbal communication to financial advisors and individual clients across the entire wealth spectrum on all aspects of RBC, with particular emphasis on active asset allocation and portfolio and investment decisions. • Provided written thought leadership on best practices and insights into portfolio construction and management, market activity, and broad market outlook. • Established and maintained procedures to identify, evaluate, monitor, and document investment decisions. Show less



Craig-Hallum Capital Group

• United States
• Investment Banking
• 1 - 100 Employee

• Research Analyst - Consumer

  • Apr 2015 - Dec 2019

  Minneapolis, MN • Developed expertise across the broad consumer sector, publishing sell-side research notes, recommendations, and industry opinions. • Collaborated with the entire Research/Sales Team to develop industry forecasts, idea generation, and market catalysts across the entire consumer universe. • Built and updated financial models/forecasts and performed comprehensive financial valuations for current and prospective companies, including investment banking transactions, mergers and acquisitions,… Show more • Developed expertise across the broad consumer sector, publishing sell-side research notes, recommendations, and industry opinions. • Collaborated with the entire Research/Sales Team to develop industry forecasts, idea generation, and market catalysts across the entire consumer universe. • Built and updated financial models/forecasts and performed comprehensive financial valuations for current and prospective companies, including investment banking transactions, mergers and acquisitions, discounted cash flow, and leveraged buyout analysis. • Facilitated C-level management/client interaction while developing related marketing material. Show less



Northland Securities, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Equity Research Analyst - Software

  • Jul 2013 - Apr 2015

  Minneapolis, Minnesota, United States • Built expertise across HR software/cloud computing industries. • Established price targets and investment thesis by developing financial models and sales forecasts within the software industry. • Identified and analyzed growth trends, sales channels, supply chains, market share, total addressable markets, and equity valuations to further classify investment opportunities.

• Fixed Income Associate

  • Aug 2012 - Jul 2013

  Minneapolis, Minnesota, United States • Created initial credit summaries for municipal bonds, as well as ongoing updates on secondary market issues and overall portfolio monitoring. • Developed portfolio analytics reports, including portfolio summaries, interest rate risk analysis, and buy/sell proposals. • Performed various ad hoc requests, focusing mainly on portfolio presentation and analytics primarily through Excel and Bloomberg.



JNBA Financial Advisors

• IMPORTANT DISCLOSURE INFORMATION

  • 1979 - 1980

  Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA Financial Advisors, Inc.), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or… Show more Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy (including the investments and/or investment strategies recommended and/or undertaken by JNBA Financial Advisors, Inc.), or any non-investment related services, will be profitable, equal any historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. JNBA Financial Advisors, Inc. is neither a law firm nor a certified public accounting firm, and no portion of its services should be construed as legal or accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advice from JNBA. Please remember that it remains your responsibility to advise JNBA Financial Advisors, Inc., in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. JNBA shall continue to rely on the accuracy of information that you have provided. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request. The scope of the services to be provided depends upon the needs of the client and the terms of the engagement. Please see important disclosure information at https://jnba.com/disclosure. Show less