Ms. Bergendahl serves Ascendiant Capital Markets as a Managing Director, and is responsible for researching and identifying prospective investment opportunities in the micro-cap and small-cap public markets.
Ms. Bergendahl has over fifteen years of experience in the financial markets and has significant knowledge and expertise in underwriting, transaction due diligence, and portfolio management. During her career, she has provided capital to hundreds of clients while developing long-standing relationships with both traditional and alternative capital and investment resources.
Prior to joining Ascendiant, Ms. Bergendahl served as President of iQuest Mortgage Corporation, an institutional direct lender, where, for over eight years, she was responsible for the origination, underwriting, funding, and securitization of over $450 million in annual commercial and residential mortgage transactions. Ms. Bergendahl also had management responsibilities for over 100 personnel, the administration of multiple warehouse lines of credit, and the oversight of the company’s regulatory and compliance departments.
Ms. Bergendahl previously served as the Chief Operating Officer and Vice President of GMA, Inc., the managing company of a national retail weight loss operation, with responsibility for employee management, store operations, sales, marketing, and company expansion. Ms. Bergendahl was also a principal investor for a real estate partnership created for the development and sale of residential and commercial properties.
Ms. Bergendahl is a graduate of the University of Southern California in Los Angeles, California. She maintains the FINRA Series 63 & 79 securities registrations
Kellee Bergendahl's Session: