Beth joined DGI in 2011 as a client relationship manager.
Prior to moving to DGI, Beth spent nine years at US Bancorp in the investment management division as a senior product manager and a liaison between the portfolio managers and the sales team.
“Beth has a reputation as a smart, hard worker who’s willing to roll up her sleeves and take on any responsibility,” says CFO Rick Martin.
At DGI, Beth spends much of her time helping clients with their accounts, answering questions, and coordinating presentations. She also helps with the administration of the two DGI partnerships. Beth is responsible for tracking the partners’ percentages, withdrawal and distribution requests, and she manages the annual report process. She does all the trading on sub accounts and helps out with trades for the primary money management business.
“It doesn’t matter what the job is, she pitches in and is willing to get it done,” says Portfolio Manager Rob Nicoski. “She’s the consummate team player.”
“Beth is good at analyzing a situation from a different perspective,” explains Sheri Lietzke, Director of Client Relationships. “She’s not afraid to question why we are doing things a certain way.”
“She’s smart, personable, and has all the tools to be a great contributor,” adds DGI President Fred Martin.
Spanish Class and Hockey Sticks
Outside of the office, Beth slaps on the skates and hits the ice in a women’s hockey league—a pursuit she didn’t take up until she was in her 30s. The mother of two young children, Beth also likes to pick up a book or go dancing when she has some time to spare.
She is fluent in Spanish after spending part of her college time in Guatemala, Ecuador and Colombia, and has volunteered to teach English as a second language to Spanish-speaking adults in Minneapolis.