Mark Montag

Owner, broker, appraiser and sales consultant


EXPERIENCE
Mark has been a broker and appraiser of petroleum distribution businesses in Minnesota, Wisconsin, Iowa and South Dakota for over 15 years.
Mark is experienced in appraising multiple site locations for bulk oil jobbers, propane companies, convenience stores, truck stops, automated fueling sites and service stations.

Previously, Mark worked eleven years in the financial services industry in both regional and local financial institutions and has served as a Vice President in two suburban institutions. Mark also has experience in the valuation and sale of bank owned properties in five states ranging in size from rural residential properties to metropolitan office buildings.

Mark's financial management experience includes responsibility for investment portfolios and borrowings. Additionally, Mark has experience in developing computer generated cash flow models for the valuation of operating companies and real estate.

EDUCATION
-Master of Business Administration(MBA), University of St. Thomas, St. Paul, MN
-Bachelor of Arts, Business Administration/Finance, College of St. Thomas, St.Paul, MN
-Attended the Graduate School of Savings Institution Management sponsored by the United States Savings League at the University Of Texas, Austin, Texas
-Attended various seminars and educational programs covering financial modeling topics and real estate/appraisal licensing and continuing education

LICENSES
-Minnesota Certified General Appraisal License No. 4001922
-Wisconsin Certified General Appraiser License No. 241
-Iowa Certified General Appraiser License No. CG02012
-Minnesota Real Estate Broker License No. 0088555
-South Dakota Real Estate Broker License No. 4217
-Wisconsin Real Estate Broker License No. 51634-90
-Iowa Real Estate Broker License No. B30734000

Lee Rickard

Appraiser and sales associate


EXPERIENCE
Lee is a licensed appraiser and real estate sales associate. Lee currently offers appraisal services for the petroleum distribution industry in Minnesota, Wisconsin and Iowa. Lee has experience appraising convenience stores, service stations, propane dealers, bulk fuel distributors, and bulk oil jobbers in these markets. Lee also has recent experience selling petroleum properties in Minnesota and Iowa.

Prior to joining PMSI, Lee's previous experience consisted of managing commercial banks and/or bank departments specializing in commercial real estate, corporate finance, merger and acquisitions and business evaluations. Lee provided financial consulting services for capital acquisition, debt re-structuring, forecasting and strategic planning. Additionally, Lee has experience creating and managing new business lines within public companies to take advantage of emerging opportunities in the markets.

EDUCATION
-Master of Business Administration(MBA), University of Chicago, Chicago, IL
-Bachelor of Arts, Economics, DePauw University, Greencastle,IN
-Has completed additional courses in finance, computers, real estate, appraisals and business management in recent years.

LICENSES
-Minnesota Registered Appraiser License Number AP-20315326
-Minnesota Real Estate Salesperson License RA 20355928
-Iowa Real Estate Salesperson License S43530000

Don Broen

Sales Consultant


EXPERIENCE
Don is a licensed real estate sales associate and is offering sales services for the petroleum distribution industry.

Don has over 25 years experience in the Accounting and Financial Management fields. Prior to joining PMSI, Don held Chief Financial Officer, Treasurer and Controller positions spanning all accounting industry sectors including manufacturing, government, public and general. Don brings to PMSI a broad business skill set including bank relations, estate planning, audit, financial statement analysis, profitability improvement, tax research, shareholder relations, profit sharing, investment imanagement, incentive plans, computer conversion, cost progression, work flow analysis and forecasting/budgeting.

EDUCATION
-Bachelor of Science, Accounting/Economics, Minor in Law, University of Minnesota, Minneapolis, MN
-Certified Public Accountant

LICENSES
-Minnesota Real Estate Salesperson License 40072778

Peg Montag

Office manager

EXPERIENCE
Peg brings over twenty-five years experience at a Fortune 100 global financial services company. Peg brings a unique blend of finance, human resources, project management, communication, change management, process management, reengineering, compliance and measurement skills to the organization of the PMSI business.

EDUCATION
-Master of Business Administration(MBA),University of St. Thomas, St. Paul, MN
-Bachelor of Arts, Business Administration/Accounting, College of St. Catherine, St. Paul, MN
-Additional coursework in Investments(U of Minnesota, Minneapolis,MN) and Capability Maturity Model Integration(CMMI), Software Engineering Institute/Carnegie Mellon University, Pittsburgh, PA
-Additional training in Six Sigma, Process Management, Activity-Based Costing and Consulting
-Participant in Mentiumm 100 Program for Women in Leadership

Other Support Staff

Phillip Montag - part-time database management and marketing support

Patrick R. Montag, former partner of PMSI - propane and natural gas project consultant