EXPLORE

FINANCE

NOVEMBER 9-12

Welcome to Explore!

This page has information you’ll find helpful throughout the duration of the program. Below is the schedule of Explore, which includes important locations and addresses that will help you find your way around Minneapolis. After each session, you will be asked to complete a survey. The survey can be found via QR codes in your Explore Workbook, but can also be accessed on this page by clicking the “Session Survey” button.

This page also includes lists of program presenters and participants, with links to each individual’s LinkedIn pages to connect with them! At the bottom of the page, there is contact information for the Phi Psi staff in attendance if you need to reach out for any reason.

SESSION SURVEY

Meet the Presenters

Participants

SCHEDULE

SESSION SURVEY

Sunday, November 9

7:00 PM | Welcome Dinner
- Punch Bowl Social
  1691 Park Pl Blvd, St. Louis Park, MN 55416

Monday, November 10

8:00 AM | Breakfast
- On your own at the hotel
9:00 AM | Opening + Introductions
- AB CarVal
  1601 Utica Avenue South, Suite 1000, St. Louis Park, MN 55416
9:30 AM | Industry Overview
10:30 AM | NACE Core Competencies
11:30 AM | Introduction to Career Pathway
12:00 PM | Lunch + Open Discussion
1:00 PM | Commercial Banking
2:00 PM | Corporate Finance
3:00 PM | Community Banking
4:00 PM | AB CarVal Walkthrough/Tour
5:00 PM | Freetime
6:00 PM | Dinner
- Yard House
  1665 Park Pl Blvd, St. Louis Park, MN 55416
8:00 PM | Activity
- Game Show Battle Room
  1661 W End Blvd, St. Louis Park, MN 55416

Tuesday, November 11

8:00 AM | Breakfast
- On your own at the hotel
8:30 AM | Depart from Hotel
9:00 AM | Activity
- Tour of Target Field
11:30 AM | Lunch
- TBD (nearby Target Field)
1:00 PM | Investment + Private Wealth Management
- Cresset
  701 Carlson Pkwy, Suite 1400, Minnetonka, MN 55305
2:00 PM | Emerging Professionals Presentation + Panel
3:00 PM | Networking
4:00 PM | Social Hour
5:30 PM | Depart from Cresset
6:15 PM | Cocktail Hour
- Butcher & The Boar
  901 N Third St, Unit 195, Minneapolis, MN 55401
7:00 PM | Dinner

Wednesday, November 12

8:00 AM | Breakfast
- On your own at the hotel
9:00 AM | Leadership + Community Engagement
- AB CarVal
  1601 Utica Avenue South, Suite 1000, St. Louis Park, MN 55416
10:30 AM | Develop Individual Career Pathway Plan
11:00 AM | Career Pathway Presentation / Headshots
12:00 PM | Lunch
1:00 PM | Wrap Up Career Pathway Presentations / Closing
2:00 PM | Return to Hotel, Depart to Airport

MEET THE PRESENTERS

Ryan Evanson
Vice President of Commercial Banking at American National Bank
Connect on LinkedIn

Learn More About Ryan

Ryan Evansonis the Vice President of Commercial Banking at American National Bank, where he specializes in partnering with business owners to help them succeed. He previously was the Vice President of Business Banking for Commerce Bank, where he also worked in commercial banking. Ryan has a long, demonstrated history of successfully partnering with real estate investors and business owners to provide them with financing options to help grow their business. Ryan received his BS in Business Management and Administration from Minnesota State University, Mankato in 2009 and received his MBA from the University of Minnesota’s Carlson School of Management in 2022.

Marc Graff Colorado ’88
Senior Vice President and Chief Financial Officer at Ciena
Connect on LinkedIn

Learn More About Marc

Marc GraffColorado ’88 is Senior Vice President and Chief Financial Officer at Ciena, where he leads global financial strategy, investor relations, and capital allocation. He joined Ciena in August 2025 after serving as CFO at Altera and spending 28 years at Intel in leadership roles across finance, operations, and regional management. Marc holds a BBA from the University of Colorado at Boulder and an MBA in Finance & Strategy from the University of Michigan.

Chris Hedberg Colorado ’89
Principal and Chief Operating Officer at AB CarVal
Connect on LinkedIn

Learn More About Chris

Chris Hedberg Colorado ’89 is Principal and Chief Operating Officer at AB CarVal, where he leads global operations, commercial strategy, product development, capital formation, and investor relations. He joined AB CarVal in 2002 and has served in key roles including CFO and global controller for the firm’s corporate credit business. Prior to AB CarVal, Chris worked at Cargill and Dain Bosworth. He holds an M.B.A. from the University of St. Thomas and graduated magna cum laude with a B.S. in Finance from the University of Colorado. Chris is also a member of the Phi Kappa Psi Foundation Board of Trustees.

Fred Hegele Ohio State ’63
Retired Senior Regulatory Officer at General Mills
Connect on LinkedIn

Learn More About Fred

Fred HegeleOhio State ’63 is a retired Senior Regulatory Officer from General Mills, where he led global regulatory, quality, and scientific services for nearly 38 years. He steered policy for food safety and compliance across continents and chaired scientific and regulatory boards in the cereal grains industry, earning honors like the William F. Geddes Memorial Award. Fred is also a longtime Phi Kappa Psi leader, having served as Chair of the PKP Foundation’s Board of Trustees from 2014 to 2020 and continues to serve as a member of the Phi Kappa Psi Foundation Board of Trustees. Fred also received Phi Psi’s National Leadership Award in 2022.

Kyle Kolb
Director and Wealth Advisor at Cresset
Connect on LinkedIn

Learn More About Kyle

Kyle Kolbis a Director and Wealth Advisor at Cresset, providing tailored financial strategies to ultra-high-net-worth clients and families. He previously served at a national trust company and a multi-family office in the Twin Cities, building deep expertise in affluent client advisory. Kyle holds both the CFA and CFP designations and earned his bachelor’s degree in finance from the University of Wisconsin–Eau Claire.

JD Leggott
Managing Director at Cresset
Connect on LinkedIn

Learn More About JD

JD Leggott is a Managing Director at Cresset Capital, where he focuses on quantitative analysis, risk management, and bridging investment strategy with technological innovation. Since joining the firm in 2008, he has advanced through roles in operations, technology, and investment strategy, contributing to areas including institutional manager due diligence, macroeconomic analysis, and portfolio implementation. JD’s analytical expertise and leadership help drive Cresset’s data-driven approach to investment excellence.

Charlie Maxwell Iowa '83
Co-Founder and Co-Chairman of Cresset Capital
Connect on LinkedIn

Learn More About Charlie

Charlie Maxwell Iowa '83 is the Co-Founder and Co-Chairman of Cresset Capital, having previously served as Chairman and CEO of Meristem Family Wealth. Over more than 35 years, he has advised ultra-high-net-worth families, built lasting wealth strategies, and helped define the multi-family office model. Charlie holds a bachelor’s degree in finance from the University of Iowa and is a Certified Financial Planner® professional. Charlie is also a member of the Phi Kappa Psi Foundation Board of Trustees.

Jordan Raugh Muskingum '13
Wineman Director of Mentoring + Alumni Impact at Nelson Leadership Institute
Connect on LinkedIn

Learn More About Jordan

Jordan Raugh Muskingum ’13 began his non-profit career at Muskingum University as an assistant basketball coach before joining the Admissions Department, where he worked with students from across the country and provided specialized support for those with learning differences through the PLUS Program. He now serves the Nelson Leadership Institute, where he relaunched the Paul R. Wineman Mentoring Advantage Program to connect undergraduates with alumni mentors and leads alumni recruitment and engagement for the Explore Program, an immersive externship experience introducing students to professional opportunities nationwide. Jordan earned his B.A. in History and Adolescent to Young Adult Education from Muskingum University in 2016.

Aaron Self Missouri '22
Associate Wealth Advisor at Cresset
Connect on LinkedIn

Learn More About Aaron

Aaron SelfMissouri '22 is an Associate Wealth Advisor at Cresset’s Minnetonka office, where he delivers tailored financial strategies to ultra-high-net-worth clients and their families. Before joining Cresset, he interned in municipal accounting and with Synergy Wealth Solutions to build foundational financial skills. Aaron earned his bachelor’s degree in Personal Financial Planning from the University of Missouri.

Ryan Siewert
Director and Wealth Advisor at Cresset
Connect on LinkedIn

Learn More About Ryan

Ryan Siewartis a Director and Wealth Advisor at Cresset, where he provides comprehensive financial advice and tailored solutions for ultra-high-net-worth clients and families. Prior to Cresset, Ryan spent 8 years at Ameriprise Financial and later joined Meristem Family Wealth, earning his CFP® in 2017. He received his degree from the University of Minnesota in 2012.

Lori Windschitl
Senior Director, Accounting at Minnesota Twins
Connect on LinkedIn

Learn More About Lori

Lori Windschitl is the Senior Director, Accounting with the Minnesota Twins. Her main responsibilities include treasury management and compliance along with month end close and reconciliation. Lori has been with the Minnesota Twins for almost 18 years. Lori graduated from the University of Minnesota Carlson School of Management with a B.S. in Accounting. She is a licensed CPA (inactive) with experience in Public Accounting. Lori’s expertise includes cash management, month-end close and reconciliation and financial statement preparation. She also has extensive experience reviewing and implementing controls and processes for all accounting areas. When she’s not working, Lori enjoys traveling, golf and irish dancing.

PARTICIPANTS

Nic Abbagnaro Butler '24
Accounting Major
Connect on LinkedIn

Brennan Anderson UMN Duluth '24
Marketing Major
Connect on LinkedIn

Edward Bouchard Iowa State '24
Entrepreneurship Major
Connect on LinkedIn

Clayton Canby Missouri '23
Economics Major
Connect on LinkedIn

Griffin Cates Allegheny '23
Economics Major
Connect on LinkedIn

Jack Darling Missouri '23
Business Administration Major
Connect on LinkedIn

James Griffin FSU '22
Finance Major
Connect on LinkedIn

Christopher Henrick Purdue '24
Finance + Accounting Major
Connect on LinkedIn

Will Herbst Missouri '23
Finance + Banking Major
Connect on LinkedIn

Scott Hodowanic UMN Twin Cities '23
Finance Major
Connect on LinkedIn

Rece Langdon CWRU '24
International Business + Finance Major
Connect on LinkedIn

Sam Mossengren Missouri '24
Finance + Economics Major
Connect on LinkedIn

Tom Musgrave Kentucky '25
Finance Major
Connect on LinkedIn

Sylvan Nguyen UMN Twin Cities '25
Finance + Management Information Systems Major
Connect on LinkedIn

Thomas Petrie URI '23
Finance + Business Analytics Major
Connect on LinkedIn

Matthew Pohlman Missouri '23
Business Administration Major
Connect on LinkedIn

Tanner Turnpaugh Wabash '23
Political Science, Philosophy, + Economics Major
Connect on LinkedIn

Westin Walrath Miami '24
Economics Major
Connect on LinkedIn

Christopher Wiatr Wabash '23
Economics Major
Connect on LinkedIn