Prof. David Grzan

Faculty of Initial Public Offering

David Grzan

Biography

  • Grzan has been a successful C-Suite executive in investment banking, private equity, commercial     banking,          fintech, edtech, commercial/multifamily real estate, and the childcare industry (regionally and nationally) for the past 25 years.
  • Grzan currently serves as Executive Chairman and CEO of PreIPO Corp. and previously served on the board of directors for Equity Bank, Equity Bank Holding Company, Rochester Medical Technologies (with Mayo Foundation

for Medical Education and Research), Rochester Medical Management, Carlson CRE Group, and Charter SPV-I.

  • Grzan earned his MBA in Banking from the University of London (SOAS), his Masters in Financial Services from the Denver School of Financial Planning, and his Bachelor of Arts in Business Administration from Long Island University, a.k.a. C.W. Post College.
  • Grzan was a FINRA-licensed Series 7, 24, and 63 financial securities professional for over 30 years and has recently passed his Series 66 Exam: Registered Investment Advisor Representative.

Education

  • Doctor of Law Courses William Howard Taft University Law School - California April 2013 to April 2014
  • MBA in Banking University of London International Academy - London January 2009 to May 2011
  • Graduate Business Courses in Management & Administration Harvard Extension School - Cambridge, MA September 1995 to May 1996
  • MSFS: Master of Science in Financial Services Denver School of Financial Planning - Denver, CO May 1992 to 1994

Employment Record

  • Executive Chairman & Chief Executive Officer PreIPO Corporation® - Boca Raton, FL March 2022 to Present
  • Chief Executive Officer Beacon Capital Management Services – Port Saint Lucie, FL August 2011 to Present
  • Chairman & CEO Rochester Medical Technologies - Rochester, MN December 2015 to July 2018
  • Chief Manager Carlson CRE Group - Saint Paul, MN December 2014 to July 2018
  • Chief Financial Officer New Horizon Kids Quest - Plymouth, MN November 2011 to December 2016
  • President & Chief Credit AnalystBoard-Member & Shareholder Equity Bank - Minnetonka, MN November 2004 to January 2011
  • President & Chief Operations Officer (Property Management & Development) The Remada Company - Minnetonka, MN July 1996 to January 2011
  • E.V.P & Acquisitions Officer AEI Fund Management - Saint Paul, MN September 1995 to July 1996
  • S.V.P. • National Sales & Syndicate Manager American Finance Group - Boston, MA December 1993 to January 1995
  • Senior Vice PresidentDirect Investments & Syndicate Manager Gruntal & Co., Inc - New York, NY October 1987 to December 1993

Skills

Education90%
Research90%
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