Lisa Jo Moe
Corporate Officer/Principal at Bell Bank (Fargo, North Dakota)
Network origin in Lisa Jo Moe first degree
Entity | Entity type | Industry | |
---|---|---|---|
Bell Bank (Fargo, North Dakota)
Bell Bank (Fargo, North Dakota) Investment ManagersFinance Bell Bank engages in managing trust portfolios and individual insurance company portfolios. The company was founded in 1966 and is headquartered in Fargo, ND.
26
| Subsidiary | Investment Managers | 26 |
Minnesota State University Moorhead
5
| College/University | Other Consumer Services | 5 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Lisa Jo Moe via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
OTTER TAIL CORPORATION | Electric Utilities | Director of Finance/CFO | |
UNITEDHEALTH GROUP INC. | Managed Health Care | Corporate Officer/Principal | |
Bremer Financial Corp.
Bremer Financial Corp. Major BanksFinance Bremer Financial Corp. provides banking, investment, trust, and insurance services. Its services include personal banking, wealth management, investment management, and brokerage services. The company was founded by Otto Bremer in 1943 and is headquartered in St. Paul, MN. | Major Banks | Corporate Officer/Principal | |
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD. | Major Banks | Corporate Officer/Principal | |
Piper Sandler & Co. (Broker)
Piper Sandler & Co. (Broker) Investment Banks/BrokersFinance Piper Sandler & Co. (Broker) (PSC-Broker) is the full-service brokerage division of Piper Sandler & Co., a financial service firm headquartered in Minneapolis, Minnesota. They are a subsidiary of Piper Sandler Companies (NYSE: PIPR). The firm was founded in 1969 and previously known as Piper Jaffray & Co. They became Piper Sandler & Co. when Piper Jaffray Companies and Sandler O’Neill & Partners, L.P. merged to become Piper Sandler Companies in 2020. PSC-Broker provides brokerage and investment banking services to financial institutions, corporations and other financial investors. Their core focus sectors are Agriculture, renewables & cannabis, Business services, Chemicals & Materials, Consumer, Diversified industrials & services, Energy, Financial services, financial sponsors, Healthcare, and Technology. | Investment Banks/Brokers | Analyst-Equity | |
BancWest Investment Services, Inc.
BancWest Investment Services, Inc. Investment ManagersFinance Part of BNP Paribas SA, BancWest Investment Services, Inc. provides investment advice. The company is based in Omaha, NE. | Investment Managers | Corporate Officer/Principal | |
Marquette Asset Management LLC
Marquette Asset Management LLC Investment ManagersFinance Marquette Asset Management LLC (Marquette) is a wealth management firm registered investment advisor headquartered in Minneapolis, Minnesota. The firm was founded in 2005 by John Beuerlein, John Pohlad and John Fabie. They are a subsidiary of Marquette Wealth Management LLC. Marquette provides wealth management services to high net worth and other individuals and their trusts, private foundations, donor-advised funds, and other entities. | Investment Managers | Analyst-Equity | |
Southern Methodist University
Southern Methodist University Other Consumer ServicesConsumer Services Southern Methodist University is a private university near the center of Dallas, SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology. | College/University | Masters Business Admin | |
Parametric Portfolio Associates LLC
Parametric Portfolio Associates LLC Investment ManagersFinance Parametric Portfolio Associates LLC (Parametric) is a SEC-registered investment advisor headquartered in Seattle, Washington. The firm was founded in 1987 and is directly owned by Eaton Vance Acquisitions LLC, an indirect, wholly owned subsidiary of Morgan Stanley (NYSE: MS). Parametric provides various portfolio management services and investment strategies directly to institutional investors and indirectly to individual investors through financial intermediaries. | Investment Managers | Portfolio Manager-Equities | |
State Bankshares, Inc.
State Bankshares, Inc. Financial ConglomeratesFinance State Bankshares, Inc. is a holding company, which engages in the provision of multi-banking services. The company is headquartered in Fargo, ND. | Financial Conglomerates | Director/Board Member Director/Board Member | |
Vogel Law Firm
Vogel Law Firm Miscellaneous Commercial ServicesCommercial Services Vogel Law Firm provides legal services. The private company is based in Fargo, ND and has subsidiaries in the United States. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Concordia College (Minnesota) | College/University | Undergraduate Degree | |
Concordia College (New York) | College/University | Undergraduate Degree Undergraduate Degree | |
Hamline University | College/University | Graduate Degree | |
Minnesota State University-Mankato | College/University | Undergraduate Degree | |
North Dakota State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Mary | College/University | Graduate Degree | |
University of North Dakota | College/University | Undergraduate Degree Undergraduate Degree Masters Business Admin Undergraduate Degree | |
RBC Capital Markets LLC
RBC Capital Markets LLC Investment Banks/BrokersFinance RBC Capital Markets LLC is a full-service brokerage and financial services firm headquartered in New York City. They are a direct subsidiary of RBC USA Holdco Corp. and a wholly-owned indirect subsidiary of Royal Bank of Canada (TSE, NYSE: RY). Founded in 2010, the firm is comprised of 3 major business lines: the Private Client Group, the Fixed-Income Group and the Clearing and Execution Services Group. The Private Client Group serves individual investors, while the Fixed-Income Group provides services to institutions, municipalities and non-profit organizations. The Clearing and Execution Services Group is a provider of clearing and execution services to independent brokers/dealers throughout the US. RBC Capital Markets focuses on the following sectors: communications, media, consumer/retail, diversified industries, energy, financial institutions, forest products, healthcare, infrastructure finance, mining & metals, real estate, social infrastructure, technology and the US municipal markets. | Investment Banks/Brokers | Analyst-Equity | |
Bell Bank (Fargo ND Invt Mgmt) | Investment Managers | Chief Executive Officer Chief Investment Officer Portfolio Manager-Equities | |
Institute of Management Accountants, Inc.
Institute of Management Accountants, Inc. Miscellaneous Commercial ServicesCommercial Services Institute of Management Accountants, Inc. provides accountants and financial services. The company was founded in 1919 and is headquartered in Montvale, NJ. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Cetera Trust Co., NA
Cetera Trust Co., NA Investment ManagersFinance Part of Minnesota Life Variable Universal Life Account, Securian Trust Co., NA is a financial and insurance company that has been providing innovative products and exceptional service to customers for over 135 years. The company is based in St. Paul, MN. The company offers insurance and protection solutions for finance companies and their customers, including fixed indexed deferred annuities that provide both protection and growth potential, as well as whole life insurance for reliable permanent life insurance protection. | Investment Managers | Corporate Officer/Principal | |
University of St. Thomas (Texas) | College/University | Undergraduate Degree | |
Community First Bank (Butler, Missouri)
Community First Bank (Butler, Missouri) Regional BanksFinance Community First Bank provides commercial banking services. Its products include deposit, checking, and loan. The company is headquartered in Butler, MO. | Regional Banks | Corporate Officer/Principal | |
Minnesota Society of Certified Public Accountants
Minnesota Society of Certified Public Accountants Miscellaneous Commercial ServicesCommercial Services Minnesota Society of Certified Public Accountants offers services and professional development for CPAs and other accounting professionals. It provides CPE, resources, networking, and advocacy services. The company was founded on June 23, 1904 and is headquartered in Bloomington, MN. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Winona State University | College/University | Undergraduate Degree | |
The Curtis L. Carlson School of Management | College/University | Masters Business Admin | |
Moorhead State University | College/University | Undergraduate Degree | |
Otter Tail Power Co.
Otter Tail Power Co. Electric UtilitiesUtilities Otter Tail Power Co. provides electricity and energy services. It serves residential, commercial, and industrial clients. The company was founded in 1907 and is headquartered in Fergus Falls, MN. | Electric Utilities | Director of Finance/CFO | |
Edward D. Jones & Co. LP (Investment Management)
Edward D. Jones & Co. LP (Investment Management) Investment ManagersFinance Edward D. Jones & Co. LP (Edward Jones) is a registered broker-dealer and investment adviser headquartered in St. Louis, Missouri. The firm was founded in 1993 and is the primary operating subsidiary of The Jones Financial Cos. LLLP. Edward Jones provides financial services for individual investors and businesses in the US, Canada and the UK. | Investment Managers | Corporate Officer/Principal | |
The Bush Foundation
The Bush Foundation Investment Trusts/Mutual FundsMiscellaneous The Bush Foundation engages in the provision of grants and investments to support organizations. It offers community innovation grants, Bush fellowship, Bush prize for community innovation, 2020 school design institute, change networks, event sponsorship, and President's innovation and partnership grant. The company was founded by Archibald Granville Bush and Edyth Bush in 1953 and is headquartered in St. Paul, MN. | Investment Trusts/Mutual Funds | Director/Board Member | |
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt)
Merrill Lynch, Pierce, Fenner & Smith, Inc. (Invt Mgmt) Investment ManagersFinance Merrill Lynch, Pierce, Fenner & Smith, Inc. (MLPF&S) is a global investment banking firm, SEC-registered investment advisor, broker-dealer, and futures commission merchant headquartered in New York City. The firm is a subsidiary of BAC North America Holding Co., ultimately held by Bank of America Corp. (NYSE: BAC). MLPF&S provides investment advisory services to individuals, trusts, estates, charitable organizations, banks, insurance companies, thrift institutions, pension and profit-sharing plans, corporations and other types of business. | Investment Managers | Corporate Officer/Principal | |
Longwater Opportunities LLC
Longwater Opportunities LLC Investment ManagersFinance Longwater Opportunities LLC (Longwater Opportunities) is a private equity firm founded in 2009 by Jordan Bastable and Brooks Burgum. The firm is headquartered in Dallas, Texas, with an additional office in Fargo, North Dakota. | Investment Managers | Founder | |
The Arthur Cos., Inc.
The Arthur Cos., Inc. Wholesale DistributorsDistribution Services The Arthur Cos., Inc. is a grain and agronomy business based in Arthur, ND. The Arthur Companies offers ethanol trading through Arthur Trading Company, which is a partner of the Arthur Companies. The private company is a diverse group of agribusinesses that provides leading-edge products, services, and markets. The ethanol trading provides the flexibility and stability needed for successful ethanol trading. | Wholesale Distributors | Chief Executive Officer | |
Bemidji State University | College/University | Undergraduate Degree | |
CFA Society of Minnesota
CFA Society of Minnesota Miscellaneous Commercial ServicesCommercial Services CFA Society of Minnesota operates as a non-profit organization of financial analysts, portfolio managers, and other investment professionals. It offers educational programming, career resources, membership support, networking, and leadership opportunities. The company was founded on September 8, 1952 and is headquartered in Minneapolis, MN. | Miscellaneous Commercial Services | Director/Board Member |
Statistics
International
United States | 46 |
Sectoral
Finance | 23 |
Consumer Services | 15 |
Commercial Services | 5 |
Utilities | 3 |
Health Services | 2 |
Operational
Corporate Officer/Principal | 40 |
Undergraduate Degree | 20 |
Analyst-Equity | 7 |
Director/Board Member | 5 |
Portfolio Manager-Equities | 5 |
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