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Robert C. Tengdin
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Chairman
of the Board
Mr. Tengdin joined Allison-Williams in 1952
and has spent his entire career selling investments to and developing
products for institutional investors. He became one of the pioneers in the
trading of private placement securities and expanded Allison-Williams’
operations into the institutional private placement marketplace. In 1977,
he was elected President of Allison-Williams and subsequently became
Chairman of the Board in 1987. Mr. Tengdin served in the U.S. Air Force
and earned a BA degree in economics and psychology from St. Olaf College
(MN) in 1952, and completed the Investment Banking Studies program at the Wharton School of Finance.
In July 2002, Mr. Tengdin achieved his 50-year
anniversary with Allison-Williams Company!
e-mail:
rctengdin@allisonwilliams.com
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John
P. Bly
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President
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Mr. Bly joined Allison-Williams in 1977 and
specialized in the trading and placement of private placement securities.
Prior to joining Allison-Williams, he was a research analyst at Dain
Bosworth & Co. in the corporate finance and research departments. Mr.
Bly entered the investment banking field after being employed as a
Certified Public Accountant (CPA) with Touche, Ross, Bailey & Smart in
Chicago for eight years. Mr.
Bly earned an L.L.B. degree in 1961 and a B.B.A. degree in accounting in
1959 from the University of Wisconsin (Madison).
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David
G. Kluender
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Senior
Vice President
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Mr. Kluender joined Allison-Williams in
1978. His work experience with Allison-Williams has ranged from retail
sales manager to designing tax-exempt industrial revenue bonds. He
presently sells investment products structured to finance project
development to institutional investors. Prior to joining Allison-Williams,
Mr. Kluender was employed by Juran and Moody, Inc. as sales manager of the
retail sales department. |
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e-mail:
dgkluender@allisonwilliams.com
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LeRoy
N. Sorenson
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Senior
Vice President, CFA
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Mr. Sorenson joined Allison-Williams in 1984
and has been involved in designing a variety of private placements and
researching investment opportunities in high-yield fixed-income
securities. He heads our Research and due diligence functions. His deal structuring and negotiation work has involved real
estate based financing, asset securitization offerings, and private
placement equity and debt transactions for medical device, high-tech,
Internet-related, restaurant and elder care companies. Prior to his arrival at
Allison-Williams Company, Mr. Sorenson was an economic research assistant
at the University of Minnesota from 1978-81. He earned an MBA degree in
finance from the University of Minnesota in 1984 and a BA degree in
psychology from St. Olaf College (MN) in 1973. Mr. Sorenson was awarded a
Chartered Financial Analyst (CFA) designation in 1991. |
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e-mail:
lnsorenson@allisonwilliams.com
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Roxanne
R. McGuire
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Senior
Vice
President
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Ms. McGuire joined Allison-Williams in 1982.
After five years in Allison-Williams’ institutional trading area, Ms.
McGuire moved to the Company’s municipal bond area, where she underwrote
and traded municipal bonds through 1990. Subsequent to her municipal bond
experience, Ms. McGuire led the Company’s trading of non-securitized
debt, both mortgage and non-real estate. In addition to these duties, Ms.
McGuire now trades private placement debt securities and whole loans.
Ms. McGuire was employed by the securities firm of Piper, Jaffray
for three years prior to joining Allison-Williams Company. |
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e-mail:
rrmcguire@allisonwilliams.com
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Don Keysser |
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Senior
Vice
President
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Don Keysser joined
Allison-Williams in 2006, to provide investment banking services on
fixed-income and equity securities transactions, and M&A transactions.
Don has worked extensively as an investment banker, on both public
finance and corporate finance sides, including serving as Managing
Director at Dain Rauscher and Senior Vice President of Capital Markets
at Miller & Schroeder Financial. Don also is a principal of the
consulting firm Hannover Ltd. Don has an MA in Urban Planning and an
MBA in Finance, both from the University of Minnesota, and is on the
Adjunct Faculty at Metro State University, teaching corporate finance.
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e-mail:
rdkeysser@allisonwilliams.com
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Cedric
M. Long
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Vice
President,
CFA
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Mr. Long joined Allison-Williams in 1990 and
is integral to the Company’s corporate finance capabilities.
He has been primarily involved in arranging private debt and equity
capital for companies and projects through private placements with
institutional and professional investors, including projects in venture
capital, specialty financial services, and real estate.
He has been involved in transactions ranging from about $1 million
to over $50 million. He has
also co-developed and managed a specialty private equity fund sponsored by
the company, with profitable results. Mr. Long earned a BA degree in accounting and finance from
Bethel College (MN) in 1987 and an MBA degree in finance from the
University of Minnesota in 1990. Mr.
Long was awarded a Chartered Financial Analyst (CFA) designation in 1995. |
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e-mail:
cmlong@allisonwilliams.com
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David C.
Tengdin
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Vice President
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Mr. Tengdin joined Allison-Williams in 1999 and is
primarily involved in the trading of private placement securities.
Prior to joining Allison-Williams he was involved in origination
and trading of private placement securities for nearly 20 years with several other investment banking
firms. Immediately prior to joining the firm he co-founded a start-up technology and promotions company.
He earned a BS degree from the University of Colorado in 1981.
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e-mail:
dctengdin@allisonwilliams.com
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