CARLSON GROWTH FUND, Minneapolis, Minnesota March 2009 - Present
Portfolio Strategist
• Supervise allocation and holdings in $11M small cap growth portfolio; manage team of 14 equity analysts
• Analyze current and potential equity investments while generating written research notes and presenting recommendations to industry professionals and fund analysts
• Represent fund and present portfolio overview and program structure to investors and investment professionals at various meetings and events
ALLIANZ INVESTMENT MANAGEMENT, Minneapolis, Minnesota June 2009 - August 2009
Investment Intern
• Designed and  completed a competitive analysis of Allianz Life’s $55B investment portfolio compared to firm’s seven closest competitors; presented to 35+ department members
• Developed financial model incorporating current capital market assumptions to compare current year’s estimated investment income versus budgeted amount for three different insurance companies
• Enhanced and organized existing tool used to forecast over $3B of annual investment income over each of the next three years
• Produced monthly economic outlook presentation used by Chief Investment Officer to brief executive leadership team on capital market and portfolio performance
• Automated performance reporting for Allianz Global Corporate & Specialty’s $1.8B investment portfolio using VBA to consolidate data from multiple sources
RAYMOND JAMES FINANCIAL SERVICES, Arden Hills, Minnesota January 2005 - August 2008
Registered Associate 
• Analyzed potential investments; reviewed existing investments and presented recommendations to financial advisor and clients
• Monitored market conditions, equity, fixed income and mutual fund research and presented summarized market activity and outlook to advisors, staff and clients
• Improved operational efficiency by modifying automated processes and creating instruction manuals for each job description
• Designed analytical models to forecast firm’s earnings and managed company finances including financial reporting, trend analysis, bookkeeping, tax preparation, payroll and employee benefit management
• Directed daily office operations, trained new hires, and managed temporary employees as office manager
  
Financial Advisor Intern  February 2004 - January 2005
• Instrumental in design and implementation of automated client contact and service system providing quicker, more efficient client service and more frequent client contact
• Led conversion from paper documents to electronic storage resulting in faster and more accurate account opening and funding, easier access to client files, and conservation of limited space