EMPLOYMENT
Client Manager, Investment Services Accredited Investors, Inc.
August, 2009 – October, 2009 Edina, MN
• Responsible for analysis of investments related to client expectations for high net worth financial advisory firm with $600 million assets under management
• Developed client asset allocation investment recommendations and investment policy statements based on specific risk and return objectives
• Presented investment recommendations and investment performance information to clients and colleagues, while addressing any additional investment-related questions or requirements
Equity Research Analyst Lazard Asset Management
June, 2007 – September, 2008 Minneapolis, MN
• Performed fundamental analysis as sole healthcare analyst for Small-Cap Growth and Large-Cap Growth products for firm with $134 billion assets under management to select stocks meeting investment strategy and providing compelling valuation, which added positive alpha to portfolios
• Developed 30 stock research reports outlining company fundamentals and stock valuation to present buy and sell recommendations to portfolio managers, along with business updates and analysis of quarterly results, for building a strategic portfolio
• Met with approximately 50 CEOs, CFOs, and other executives to discuss company fundamentals and future expectations while also arranging 5 company site visits
• Attended 10 Wall Street conferences and company tours to meet company management, listen to presentations, and generate new stock ideas
• Communicated and met with Wall Street analysts frequently to discuss stock developments, recommendations, and ideas
• Developed relationships with corporate investor relations executives to discuss company dynamics, developments, and factors affecting stock valuation
Fixed Income Senior Portfolio Analyst RBC Financial Group, December, 2003 – June, 2007 Voyageur Asset Management
Minneapolis, MN
• Managed 35 fixed income portfolios worth $900 million through daily portfolio analysis, portfolio positioning, investment policy review, and trade execution for firm with $150 billion assets under management
• Focused on valuation analysis and portfolio trading activity for Government-issued bond sector including Treasury bonds, Treasury Inflation-Protected Securities, and Agency Bonds
• Conducted fixed income market and economic research, including daily communications and frequent meetings with Wall Street brokers, to facilitate strategic portfolio decisions
• Communicated and presented to investment management clients to review portfolio and economic activity and address questions
• Presented market data and ideas to management at weekly strategy meetings
Wilke – Page 2
(952)233-8802
Equity Analyst and Portfolio Manager (Concurrent with MBA Program) University of St. Thomas
September, 2001 – August, 2002 Minneapolis, MN
• Applied for and selected to participate in Aristotle Fund program, a student-managed fund responsible for managing $1 million of University of St. Thomas’ endowment
• Researched and analyzed stock ideas, performed fundamental research, prepared models and forecasts, wrote and presented stock research reports and recommendations, and made investment-based portfolio decisions
Investment Paralegal American Express Financial Advisors, Inc.
June, 2000 ¬– December, 2003 Minneapolis, MN
• Managed and analyzed legal documents for authorizing multi-million dollar equity and bond private placement investments, bank debt investments, and tax credit investments with 45 investments successfully completed in 2003 for a total of $500 million
• Served as legal liaison for investment department colleagues, traders, and outside investment companies to ensure compliance with federal securities laws
• Served as sole legal contact in Minneapolis for reviewing treasury credit agreements
• Established role as Six Sigma Green Belt for Investment Practice Group, while reviewing training materials for entire General Counsel’s Office
• Executed securities registration questionnaires to gain liquidity for securities, and managed shareholder documentation for investments held and investments being purchased
ASSOCIATIONS AND VOLUNTEER ACTIVITIES
• Member, CFA Society of Minnesota and CFA Institute
• Volunteer, CFA Society of Minnesota Employment Committee
• Volunteer, Job Transition Ministry at St. Michael’s Church in Prior Lake, MN