Resumes
Resumes
Founder, Managing Director
View pageLocation:
34 Hilltop Ln, Saint Paul, MN 55116
Industry:
Financial Services
Work:
Burr Oak Group Jul 2008 - Jun 2010
President
Rsm Us Llp 2000 - 2005
National Director Wealth Management
Doxa Advisors 2000 - 2005
Founder, Managing Director
University of Minnesota Foundation 1998 - 2000
Chief Financial Officer
Rbc Wealth Management 1991 - 1998
Treasury, Finance, and Fixed Income
President
Rsm Us Llp 2000 - 2005
National Director Wealth Management
Doxa Advisors 2000 - 2005
Founder, Managing Director
University of Minnesota Foundation 1998 - 2000
Chief Financial Officer
Rbc Wealth Management 1991 - 1998
Treasury, Finance, and Fixed Income
Education:
University of Minnesota - Carlson School of Management 1984 - 1986
Master of Business Administration, Masters, Finance St. Olaf College 1977 - 1982
Bachelors, Bachelor of Arts, Economics, Psychology
Master of Business Administration, Masters, Finance St. Olaf College 1977 - 1982
Bachelors, Bachelor of Arts, Economics, Psychology
Skills:
Strategic Financial Planning
Investments
Portfolio Management
Wealth Management
Risk Management
Finance
Retirement Planning
Strategy
Financial Advisory
Asset Allocation
Credit
Banking
Fixed Income
Investment Management
Cash Management
Due Diligence
Financial Risk
Insurance
Financial Planning
Investments
Portfolio Management
Wealth Management
Risk Management
Finance
Retirement Planning
Strategy
Financial Advisory
Asset Allocation
Credit
Banking
Fixed Income
Investment Management
Cash Management
Due Diligence
Financial Risk
Insurance
Financial Planning
Languages:
English
Daniel Marcotte
View page
Daniel Marcotte
View pageLocation:
United States
At Day Kimball Hospital
View pageLocation:
United States
Industry:
Hospital & Health Care
Daniel Marcotte
View pageLocation:
United States
Daniel Marcotte
View pageLocation:
United States