|
 |
|
||||||||||||||
| Loan Participation Team | |
|||||||||||||||
|
|
|||||||||||||||
 |
|
|
|
|
 |
|||||||||||
 |
Copyright © 2005 Marshall BankFirst, All Rights Reserved
| Privacy/Legal | Site Map
Design by fagandesign | Equal Housing Lender  /Member FDIC/Member DIF
|
|||||||||||||||
 |
||||||||||||||||
 |
 |
 |
 |
 |
 |
 |
 |
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
|||||
 |
|||||
|
|
|
Brian Dyvig is a Sales Associate within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. Dyvig began his career within the Risk Management division of The Marshall Group where he served as a Financial Analyst. Prior to joining The Marshall Group, he worked at Morgan Stanley in Phoenix as a Financial Advisor. Dyvig holds a bachelor's degree in finance from Waldorf College. He is a licensed General Securities Representative with the NASD and also holds a Uniform Combined State Law License. |
||
|
||
|
|
|
Terri Ferrise is a Vice President within the Institutional Sales division at The Marshall Group. She is responsible for institutional account management, business development and loan sales nationwide. Prior to joining the Sales division, Ferrise served as Assistant Vice President of the Church Finance Division and the Loan Servicing Manager for Marshall Investments Corporation. Under her management, the Loan Servicing department serviced a more than $1.2 billion loan portfolio of various Marshall Group financings throughout the United States. Ferrise has more than six years of finance industry experience and more than 18 years of business management experience. She holds a a master's degree in business administration from the University of St. Thomas and a bachelor's degree in marketing management from Concordia College. She is a licensed General Securities Representative with the NASD and holds a Uniform Combined State Law License. |
||
|
||
|
|
|
Mike Frank is a Senior Executive Vice President within the Institutional Sales Division of The Marshall Group. He is responsible for institutional account management, business development and loan placement nationwide. He has more than 26 years of experience within the financial services industry. Frank previously served in the Bank Sales division at Miller & Schroeder Financial Inc. for eight years. Prior to that, he was a commodity and stock broker for Dean Witter Reynolds. Frank served in the United States Marine Corps and is a Vietnam Veteran. |
||
|
||
|
|
|
Tom Grady is Executive Vice President and the Director of Marketing & Distribution for Marshall BankFirst Corp. He is responsible for the firm's product distribution, marketing strategy, branding, client and sales communications, advertising, conferences and events. He most recently served as the head of Marketing Services for Deutsche Bank’s $400 billion Institutional Asset Management division in New York. Prior to that, Mr. Grady served in various roles at Scudder Investments, including marketing communications manager for Scudder’s $100 billion institutional business. He previously served as assistant director of Public Relations for Tulane University in New Orleans. He began his professional career as a newspaper reporter and assistant editor at a daily newspaper in Arkansas. He received his Bachelor of Arts degree in English from Saint Louis University and earned his Master's of Business Administration degree from the Freeman School of Business at Tulane University. |
||
|
||
|
|
|
Fred Green is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. He has more than 25 years of experience within the financial services industry. Prior to joining The Marshall Group, Green was a Managing Director and Head of the Government Bond Group at Piper Jaffray, Inc., a regional investment banking firm headquartered in Minneapolis. During his 13 years with Piper Jaffray, he sold fixed income securities to institutional investors in the United States and Canada, and managed institutional sales and trading of government, agency, and mortgage securities. Green was previously a Vice President in the Corporate Banking Group of First Bank Minneapolis (now US Bank) and a Vice President of Brenton Bank and Trust (now Wells Fargo), an 18-member community bank group in Iowa. While at US Bank, he served in various lending groups, including Agri-Business Commodities, Renewable Energy and Telecommunications. In addition, Green participated in First Bank System's MBA Finance Rotation Program. While in this program, he spent extensive amounts of time in the Controller, Treasury and Capital Markets areas. Green holds a bachelor's degree in agriculture business from Iowa State University. He is a Chartered Financial Analyst and a member of the CFA Institute and the Twin Cities Society of Security Analysts. He is a graduate of the American Bankers Association School of Bank Marketing and Management, and has been published in Agri Finance, an industry periodical. |
||
|
|
|
Max Hintz is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. He has more than 17 years of experience within the financial services industry. Hintz has served in management, credit/investment, and loan production capacities within the real estate divisions of several major banking institutions including First Bank (now U.S. Bank), Wells Fargo, and The First National Bank of Chicago. He also was the Chief Operating Officer and a Director of a privately owned, non-conforming residential mortgage lender. He most recently ran and owned a specialty retail import business which he started in 1995. Hintz holds bachelor’s degree in business administration and a master’s in business administration from the University of Wisconsin - Madison. |
||
|
||
|
|
|
Todd Kennedy is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. He has more than 20 years of institutional fixed income sales experience. Kennedy previously served at Wells Fargo in their Private Client Services Division and in various senior executive capacities with Dean Witter Reynolds, Firstar Bank, Piper Jaffray and Marquette Bank. Kennedy holds a bachelor's degree from the University of Saint Thomas. He is a licensed General Securities Representative with the NASD and holds a Blue Sky 63. |
||
|
||
|
|
|
Dennis Lind is a Senior Vice President within the Institutional Sales division of The Marshall Group a subsidiary of Marshall BankFirst. He is responsible for institutional account management, business development and loan sales nationwide. Lind previously served at Norwest Investment Services, Inc. as an Executive Vice President. He currently serves on the board of directors for the Federal Home Loan bank of Des Moines, Iowa. In his role, Lind helps strengthen financial institutions and the communities they serve as well as the Federal Home Loan Bank’s member institutions throughout Minnesota. Lind holds a bachelor's degree from Gustavus Adolphus College and is a graduate of the Public Finance Institute at the University of Michigan Graduate School of Business. He is a licensed General Securities Representative, General Securities Principal and Municipal Securities Principal with the NASD, and he holds a Blue Sky 63. |
||
|
||
|
|
|
Stephanie Lunde is a Vice President within the Institutional Sales division of The Marshall Group. She is responsible for institutional account management, business development and loan sales nationwide. Lunde began her career with Miller & Schroeder Financial as a Registered Sales Associate. Lunde holds a bachelor's degree from the University of St. Thomas. She is a licensed General Securities Representative with the NASD and holds a Blue Sky 63. |
||
|
||
|
|
|
Matt Morrell is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. Morrell began his career with the organization in 2001 in the Loan Servicing department. Morrell holds a bachelor's degree in marketing and communications from the University of Minnesota. He is a licensed General Securities Representative with the NASD and holds a Blue Sky 63. |
||
|
||
|
|
|
Joe Neuberger is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. He has more than 25 years of experience within the financial services industry. Neuberger previously served at Lincoln Financial Group as the Director of Institutional Sales for Lincoln Financial Distributors. Neuberger holds a bachelor's degree from the University of St. Thomas. |
||
|
||
|
|
|
Julie Nielsen is a Vice President within the Institutional Sales division of The Marshall Group a subsidiary of Marshall BankFirst. She is responsible for institutional account management, business development and loan sales nationwide. Nielsen began her career with the organization in the Commercial Real Estate division and joined the Institutional Sales team in the fall of 2001. Nielsen holds a bachelor's degree in music and mathematics from Saint Olaf College and a master's degree from Saint Mary's University. She is a licensed General Securities Representative with the NASD and holds a Uniform Combined State Law License. |
||
|
||
|
|
|
Toni Peluso is the Senior Marketing Coordinator within the Marketing and Sales division of The Marshall Group. She is responsible for creating marketing materials for new business development; coordinating events, conferences and meetings; media relations; competitive and product analysis; and, internet and intranet site development. Previously, Peluso served as the Marketing Coordinator at the Chicago Board Options Exchange (CBOE) where she was responsible for the administration and development of marketing programs and ongoing broker campaigns to ensure awareness of CBOE programs, events and products. Peluso holds a bachelor's degree in journalism from the University of St. Thomas. |
||
|
||
|
|
|
Maria Ruppert is a Vice President within the Institutional Sales division of the Marshall Group. She is responsible for institutional account management, business development and loan sales nationwide. Based in southern California, Ruppert has 15 years of experience in product sales and marketing, financial lending and business products solutions. Prior to joining The Marshall Group, Maria served as Vice President and Senior Account Manager for General Electric Capital where she was responsible for originating commercial equipment and real estate finance opportunities for GE in Missouri and Illinois. She also served as Vice President of Loan Origination for GE Capital’s Small Business Finance division in the southern California and New Mexico markets. She positioned both financial and non-financial products and services to the lower middle market sector and supported national out of region sales. Ruppert holds a bachelor's degree in economics and marketing from Loyola Marymount University. |
||
|
||
|
|
|
Elizabeth Scattarella is a Sales Associate within the Institutional Sales division of The Marshall Group. She is responsible for institutional account management, business development and loan sales nationwide. Most recently, Scattarella worked in Product Development at Reebok International Ltd. in Massachusetts. Previously, she served at Aon Risk Services in New York. Scattarella holds a bachelor's degree in economics and Asian studies from Colgate University. |
||
|
||
|
|
|
Keith Seebeck is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. Seebeck began his career with the organization in 2005. Seebeck holds a bachelor’s degree in marketing from the University of Minnesota and a master’s degree in international business administration from the H. Wayne Huizenga School of Business and Entrepreneurship, Nova Southeastern University. |
||
|
||
|
|
|
Dick Simmons is a Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. He has more than 25 years of experience within the financial services industry. Previously, Simmons co-founded and managed the Hallmark American Group, Inc. (HAG). Headquartered in Dallas, HAG is a commercial finance enterprise specializing in real estate debt. Before launching HAG, Simmons served 10 years as a First Vice President at Miller & Schroeder Financial, Inc. He began his career with North Central Life, a loan-related insurance company where he managed the residential mortgage insurance division. After designing a financial software package, he left in 1988 to run Simtech Research, a software company he managed until beginning his investment banking career. Simmons holds a bachelor's degree in economics from the University of Minnesota, Moorhead. |
||
|
||
|
|
|
Tom Spicola is a Senior Vice President within the Institutional Sales division of The Marshall Group. He is responsible for institutional account management, business development and loan sales nationwide. He has more than 18 years of financial services experience. Spicola previously served in the Bank Sales division for 16 years at Miller & Schroeder. Prior to that, he served at Mobile Chemical Company as the Upper Midwest Territorial Manager. Spicola holds a bachelor's degree from the University of Minnesota. He is a licensed General Securities Representative and a Municipal Securities Principal with the NASD and also holds a Blue Sky 63. |
||
|
||
|
|
|
Gina Price is a Vice President within the Institutional Sales division of Marshall BankFirst. She is responsible for tracking and analyzing sales data, managing the current deal portfolio, and institutional account management. Most recently, Price worked at the Carlson School of Management as an Account Specialist for the Human Resource, Finance and Accounting departments. Price holds a bachelor's degree in finance and management from the University of Colorado at Boulder. |
||
|
||
|
|
|
Brett Sorensen is a Vice President within the Institutional Sales division of Marshall BankFirst. He is responsible for institutional account management, business development and loan sales nationwide. Sorensen most recently served as Assistant Vice President of Commercial Banking for Wells Fargo & Company in St. Paul, where he was responsible for the development, negotiation, structuring and closing of commercial loans. While at Wells he managed a portfolio of middle market companies with over $100 million in credit facilities. Prior to that, Sorensen served as an Associate with Wells Fargo & Company in San Francisco as well as a Commercial Banking Analyst with Wells Fargo & Company in Minneapolis. Sorensen holds a bachelor's degree in finance from the Indiana University Kelley School of Business in Bloomington, Indiana. |
||
|
||
|
|
|
Brian Dyvig
Terri Ferrise
Mike Frank
Tom
Grady 
Fred Green
Max Hintz
Todd Kennedy
Dennis Lind
Stephanie Lunde
Matt Morrell
Joe Neuberger
Julie Nielsen
Toni Peluso 
Maria Ruppert
Elizabeth
Scattarella
Keith Seebeck
Dick Simmons
Tom Spicola
Gina Price
Brett Sorensen