D.A. Davidson & Co.

Industry: Investment banking company

Description

Founder: Ian B Davidson Founded: 1935 Parent organization: D.A. Davidson Companies Subsidiaries: Crowell, Weedon & Co., Capital Run LLC,

D.A. Davidson & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at D.A. Davidson & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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D.A. Davidson & Co. Employees

Employee
Years
Job
Industry
Sarah Schneider Sarah Schneider Seattle, Washington Details
Sarah Schneider's D.A. Davidson & Co. Experience May 2014 - February 2015
Job Event Manager at Microsoft
Industry Marketing and Advertising
Experience
Microsoft  March 2015 - Present
D.A. Davidson & Co.   May 2014 - February 2015
ETZEL  September 2013 - May 2014
zulily  November 2012 - June 2013
LaCrosse Footwear Incorporated  December 2011 - September 2012
E! ENTERTAINMENT NETWORK Summer 2011   May 2011 - August 2011

Skills
Social Media, Marketing, Social Networking, Event Planning, Public Relations, Leadership, Facebook, Social Media Marketing, Press Releases, Public Speaking

Education
Gonzaga University   2008 — 2012
Public Relations, Communication Arts

Jesuit High School   2004 — 2008

Lilian Davies Lilian Davies Seattle, Washington Details
Lilian Davies's D.A. Davidson & Co. Experience December 1999 - September 2002
Job ECE Teacher at Bright Star Children's Center
Industry Higher Education
Experience
Bright Star Children's Center   March 2004 - Present
D.A. Davidson & Co.   December 1999 - September 2002
ICAEW  January 1998 - December 1999

Skills
Curriculum Design, Curriculum Development, Early Childhood..., Literacy, Teaching

Education
Edmonds Community College   2002 — 2003
ECE, Early Childhood Education and Teaching

Fresno City College

Glenn Parker Glenn Parker Bend, Oregon Details
Glenn Parker's D.A. Davidson & Co. Experience June 2003 - December 2005
Job President Wychick Investment Advisors
Industry Investment Management
Experience
Mantra Venture Group   December 2014 - Present
Wychick Investment Advisors Inc.   December 2005 - Present
Cascadia Sportsmanagement Inc.   1999 - Present
D.A. Davidson & Co.   June 2003 - December 2005
Prudential Securities  November 1991 - June 2003

Education
University of Pennsylvania - The Wharton School   2004 — 2005
Securities Industry Institute

College for Financial Planning   1992 — 1994
CFP, Financial Planning

McMaster University   1986 — 1988
MBA, Finance

McMaster University   1981 — 1986
B. Eng. Mgt, Civil Engineering

Cory D. Custer Cory D. Custer Seattle, Washington Details
Cory D. Custer's D.A. Davidson & Co. Experience November 2010 - July 2012
Job Director of Learning and Development
Industry Investment Management
Experience
Brighton Jones  March 2015 - Present
Sharp End Performance   August 2012 - March 2015
D.A. Davidson & Co.   November 2010 - July 2012
D.A. Davidson & Co.   May 2006 - October 2010
SEI  February 2005 - May 2006
D.A. Davidson & Co.   February 1998 - August 2003

Skills
Leadership Development, Leadership, Coaching, Organizational..., Executive Coaching, Workshop Facilitation, Organizational..., Process Improvement, Training, Facilitation, Team Building, Organizational Culture, Organizational Learning, Communication Training, Business Process..., Talent Management, Change Management

Education
Pinchot   2013 — 2015
Master of Arts (MA), Organizational Leadership (OSR - Organizational Systems Renewal)

Simon Fraser University   2003 — 2005
Master of Business Administration (MBA), Global Asset & Wealth Management

Western State College
Bachelor of Arts (B.A.), Physics

Blake Oatey Blake Oatey Toronto, Canada Area Details
Blake Oatey's D.A. Davidson & Co. Experience June 2004 - August 2004
Job Director of Sales (Oatey Canada SCS Co.)
Industry Building Materials
Experience
Oatey Company  March 2010 - Present
Blue Point Capital Partners, LLC   July 2007 - January 2010
Morgan Joseph & Co. Inc.   September 2005 - June 2007
D.A. Davidson & Co.   June 2004 - August 2004

Education
Furman University   2001 — 2005
Bachelor of Arts, Business Administration

Brad Gevurtz Brad Gevurtz Portland, Oregon Area Details
Brad Gevurtz's D.A. Davidson & Co. Experience October 2005 - Present
Job Managing Director, Investment Banking
Industry Investment Banking
Experience
D.A. Davidson & Co.   October 2005 - Present

Skills
Financial Structuring, Divestitures, Financial Modeling, Corporate Development, Asset Management, Executive Management, Business Valuation, Leveraged Finance, Due Diligence, Alternative Investments, Restructuring, LBO, M&A experience, Equity Research, Equities, Capital Markets, Investments, Valuation, Private Placements, Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Finance, Venture Capital, Mergers, IPO

Education
Columbia University - Columbia Business School   1984 — 1986
MBA, Corporate Finance and Accounting

University of Oregon School of Law   1981 — 1984
JD, Law

Pomona College   1977 — 1981
BA, Economics

Alexis Callahan Alexis Callahan Salt Lake City, Utah Details
Alexis Callahan's D.A. Davidson & Co. Experience 2008 - 2013
Job Vice President, Investment Banking at Zions Bank
Industry Financial Services
Experience
Zions Bank  2013 - Present
D.A. Davidson & Co.   2008 - 2013
D.A. Davidson & Co.   2006 - 2008

Skills
Capital Markets, Corporate Finance, Equities, Finance, Financial Analysis, Financial Modeling, Investment Banking, Valuation, Investments

Education
Montana State University-Bozeman   2002 — 2006
Bachelor of Science (B.S.), Finance

Molly Sharp Molly Sharp Seattle, Washington Details
Molly Sharp's D.A. Davidson & Co. Experience October 2013 - Present
Job VP, Special Projects Coordinator and Administrative Officer at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 2013 - Present
D.A. Davidson & Co.   November 2011 - September 2013
D.A. Davidson & Co.   November 2010 - November 2011
D.A. Davidson & Co.   September 2004 - November 2010

Education
Kenyon College   1997 — 2001
BA

Justin Smucker Justin Smucker Corvallis, Oregon Details
Justin Smucker's D.A. Davidson & Co. Experience June 2013 - Present
Job Intern D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson & Co.   June 2013 - Present
Monroe High School  November 2012 - Present
Smucker Bros Trucking   May 2012 - Present

Education
Oregon State University   2011 — 2013
Bachelor of Science (B.S.), Finance

Linn Benton Community College   2009 — 2011
Associate of Science (A.S.), Business

Benson Irvine Benson Irvine Portland, Oregon Area Details
Benson Irvine's D.A. Davidson & Co. Experience July 2009 - Present
Job Associate, Investment Banking at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   July 2009 - Present

Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Valuation, Capital Raising

Education
University of Oregon   2005 — 2009

University of Oregon - Charles H. Lundquist College of Business   2005 — 2009
B.S., Business Administration, Economics, Music

Copenhagen Business School   2007 — 2008
Business Administration, Economics

Jack Oeming CIMA(r) Jack Oeming CIMA(r) Eugene, Oregon Area Details
Jack Oeming CIMA(r)'s D.A. Davidson & Co. Experience May 2010 - August 2013
Job Senior Partner at The Oeming Group
Industry Financial Services
Experience
The Oeming Group   August 2013 - Present
D.A. Davidson & Co.   May 2010 - August 2013
Morgan Stanley Smith Barney  July 1978 - May 2010

Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, Wealth Management, Investment Strategies, Series 7, Asset Management, 401k, Series 63, Mutual Funds, Retirement, Estate Planning, Comprehensive Wealth..., IRA's, Insurance Planning, Financial Planning, Annuities, Profit Sharing, Stocks, Equities, Securities, Capital Markets, Financial Markets, Financial Modeling, Equity Research, Financial Analysis, Due Diligence, Strategic Planning, Series 66, Fixed Income, Finance

Education
University of Pennsylvania-Warton School of Business   2007 — 2007
CIMA, Financial analysis

Saginaw Valley State University - College of Business and Management   1975 — 1978
Business Administration, Marketing and Finance

Delta College   1969 — 1971
Liberal Arts and Sciences/Liberal Studies

Arthur Hill   1966 — 1969

Casey Shurm Casey Shurm Greater Seattle Area Details
Casey Shurm's D.A. Davidson & Co. Experience January 2000 - May 2003
Job Service Manager at db General Contractors, Inc.
Industry Construction
Experience
db General Contractors, Inc.   April 2014 - Present
Command Center  June 2013 - February 2014
Jamba Juice / PB Swann Seattle, LLC   January 2010 - February 2013
Dinners Done Right, LLC   August 2003 - January 2010
D.A. Davidson & Co.   January 2000 - May 2003
Mitzel's American Kitchen   1993 - 1999

Skills
Customer Satisfaction, P&L, Multi-unit, Training, Profit, Franchising, Income Statement, Recruiting, Retail, Restaurants, Management, Restaurant Management, Food Service, Food & Beverage, Customer Service, Leadership, Inventory Management, Marketing, District Management, Hospitality, Employee Training, Sales, Facilities Management, Vendor Management, COGS, Menu Development, Interviews, Time Management, Advertising, Labor Control, Payroll, New Store Openings, Budgets, Sales Operations, Hiring, Franchise Sales, Training Programs, Profit/Loss..., Performance Appraisal, Product Launch, Pricing, Performance Management, Construction, Subcontracting, Construction Management, Bids, Team Building, Multi-Unit, Catering, Problem Solving

Education
Washington State University   1990 — 1992
Bachelor of Business Administration (BBA), Hotel, Motel, and Restaurant Management

Centralia College   1988 — 1990
Business Administration and Management, General

Brian Wynn Brian Wynn Portland, Oregon Details
Brian Wynn's D.A. Davidson & Co. Experience June 2013 - December 2013
Job Settlements Analyst at Iberdrola Renewables
Industry Oil & Energy
Experience
Iberdrola Renewables  August 2014 - Present
D.A. Davidson & Co.   June 2013 - December 2013

Skills
Trading, Research, Microsoft Excel, Corporate Finance, Investment Management, Portfolio Management, Strategic Planning, Financial Analysis, Hedging, Microsoft Office, Analysis, Bloomberg, Fixed Income, Investments

Education
Portland State University   2012 — 2014
Master's degree, Financial Analysis, 3.7

Portland State University   2010 — 2012
Post Bac, Accounting and Finance

Portland State University   2007 — 2009
Bachelor's degree, Sociology

Cory Parrish Cory Parrish Portland, Oregon Area Details
Cory Parrish's D.A. Davidson & Co. Experience March 2013 - Present
Job Corporate Access Associate at D.A. Davidson & Co.
Industry Marketing and Advertising
Experience
D.A. Davidson & Co.   March 2013 - Present

Education
Linfield College   2007 — 2011
BS

Brett W. Smith Brett W. Smith Spokane, Washington Details
Brett W. Smith's D.A. Davidson & Co. Experience May 1995 - December 2000
Job Associate General Counsel at Wagstaff, Inc.
Industry Mechanical or Industrial Engineering
Experience
Wagstaff, Inc.   July 2014 - Present
FLSmidth USA Inc. (formerly FLSmidth Spokane, Inc.)   April 2007 - July 2014
RAHCO International, Inc.   January 2001 - April 2007
D.A. Davidson & Co.   May 1995 - December 2000

Skills
Close Attention to..., Editing, Microsoft Office, Legal Files, Genealogy, Organizing, Writing, Legal Writing, Proofreading, Public Speaking, Microsoft Excel, Management, Corporate Law, Negotiation, Litigation, Training, Project Management, Dispute Resolution, Contract Negotiation, Strategic Planning, Contract Management, Corporate Governance, Legal Research, Mergers & Acquisitions, International Law, Manufacturing, Trade Secrets, Licensing, Due Diligence

Education
Brigham Young University   1985 — 1988
Juris Doctor, Law, Graduated Cum Laude

Brigham Young University   1982 — 1985
B.A., Political Science, Graduated Magna Cum Laude

Tom Turpin Tom Turpin Los Angeles, California Details
Tom Turpin's D.A. Davidson & Co. Experience May 2009 - June 2011
Job Managing Partner of Riverbrook Capital
Industry Investment Banking
Experience
Riverbrook Capital   July 2011 - Present
Fiesta Toy   September 2014 - Present
BLUEWATER Defense, Inc   June 2009 - June 2011
D.A. Davidson & Co.   May 2009 - June 2011
Allied Capital Corporation  January 2005 - December 2008
Spruce Cleaners   June 2001 - September 2004
Vinton Studios   April 1997 - May 2001
Oregon Public Broadcasting  1999 - 2001
Virgin Sound and Vision   1993 - 1997

Skills
Mergers, Investment Banking, Leveraged Finance, Private Equity, Finance, Capital, Venture Capital, LBO, Corporate Development, Debt Restructuring, Valuation, Due Diligence, Corporate Finance, Private Placements, Financial Modeling, IPO, Mergers & Acquisitions, Buyouts, Business Valuation, M&A experience, Mezzanine, Growth Capital, Capital Raising, Divestitures, Financial Structuring, Capital Markets, Deal Sourcing, Acquisitions, Investor Relations, Restructuring

Education
Harvard Business School   1984 — 1986
MBA, Business

Stanford   1979 — 1982
1982, Industrial Engineering;Computer Science

Bill Stoddart Bill Stoddart Bozeman, Montana Details
Bill Stoddart's D.A. Davidson & Co. Experience September 2006 - November 2011
Job President and Founder, NorthFork Financial, LLC
Industry Financial Services
Experience
NorthFork Financial, LLC   November 2011 - Present
D.A. Davidson & Co.   September 2006 - November 2011
Bozeman High School  January 1998 - June 2006

Skills
Strategic Planning, Nonprofits, Non-profits, Finance, Sustainability, Private Equity, Investment Strategies, Entrepreneurship, Government, Investment Advisory, Small Business, Economics, Public Speaking, Fundraising, Strategy, Venture Capital, Strategic Financial..., Social Finance, Investments, Management, Marketing

Education
Cornell University   1985 — 1989
B.A., History

Montana State University-Bozeman   1992 — 1996
Masters of Arts, History

Kip Kugler Kip Kugler Provo, Utah Area Details
Kip Kugler's D.A. Davidson & Co. Experience May 2008 - March 2009
Job Strategic Solutions and Sales Manager at ECi Software Solutions
Industry Computer Software
Experience
ECi Software Solutions  July 2013 - Present
Digital Gateway  October 2010 - Present
Digital Gateway  March 2009 - October 2010
D.A. Davidson & Co.   May 2008 - March 2009
Compass Sales Solutions  August 2004 - May 2008
Marcus & Millichap  May 2003 - May 2004

Skills
Strategic Selling, Contract Negotiation, Conflict Management, Marketing Strategy, Management, Business Development, Public Speaking, New Business Development, Sales, Strategic Planning, Marketing, Budgets, B2B, Sales Process, Solution Selling, Direct Sales, Cold Calling, Sales Management, Account Management, Product Development

Education
Boise State University   2003 — 2008
Finance, Investments, Accounting, Finance, Business Law, Economics, Statistics, and Information Systems and T

Ryan Anson Ryan Anson Greater New York City Area Details
Ryan Anson's D.A. Davidson & Co. Experience November 2014 - May 2015
Job MBA Candidate at Yale School of Management
Industry Investment Banking
Experience
D.A. Davidson & Co.   November 2014 - May 2015
D.A. Davidson & Co.   June 2011 - October 2014
Diageo PLC  June 2010 - December 2010
Azimuth Capital Management  May 2009 - August 2009

Skills
Finance, Private Equity, Investment Banking, Valuation, Mergers & Acquisitions, Financial Modeling, Financial Analysis, Mergers, Corporate Finance, Due Diligence, Investments

Education
Yale University - Yale School of Management   2015 — 2017
Master of Business Administration (M.B.A.), Finance and Strategy

University of Michigan   2006 — 2010
A.B., Economics

Francis W. Parker School   2002 — 2006

Steven Koblinski Steven Koblinski Greater New York City Area Details
Steven Koblinski's D.A. Davidson & Co. Experience June 2014 - August 2015
Job Investment Banking Analyst at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC  September 2015 - Present
D.A. Davidson & Co.   June 2014 - August 2015
Montrose Advisors, LLC   November 2013 - May 2014
Aon  June 2013 - August 2013
StyleSeek  September 2012 - January 2013
Hemmersbach GmbH & Co. KG   June 2012 - August 2012

Skills
Microsoft Excel, Financial Modeling, Entrepreneurship, Spanish, Business Planning, Start-ups, Venture Capital, VBA, Business Strategy

Education
Loyola University Chicago   2010 — 2014
Bachelor of Business Administration (Honors) & Bachelor of Arts, Finance & Spanish

Universidad de Salamanca   2012 — 2012
Cursos Internacionales

Sarah Pinzon Sarah Pinzon Seattle, Washington Details
Sarah Pinzon's D.A. Davidson & Co. Experience 2000 - 2001
Job Lead Billing Specialist at TUNE
Industry Marketing and Advertising
Experience
TUNE  June 2013 - Present
Williams-Helde Marketing Communications  January 2011 - April 2013
Sound Consulting Services   February 2010 - November 2010
Standard Retirement Services  April 2003 - February 2009
A.G. Edwards & Sons, Inc.   June 2001 - September 2002
D.A. Davidson & Co.   2000 - 2001

Skills
Office Management, Office Operations, Accounts Payable, Accounts Receivable, Client Billing, Collections, Payroll, Purchase Orders, Media Buy..., Vendor Management, Human Resources, Team Leadership, Receptionist Duties, 401k Administration, Quality Assurance, Health Insurance, CRM Program Management, Banking, Microsoft Office, Microsoft Excel, Microsoft Word, Clients & Profits, Mac OS, Oracle, Event Planning, Property Management, Project Management, Marketing Communications, Social Media, Management, Invoicing, Training

Education
Bellevue Community College

Lake Washington High School

Rachel Hammack Rachel Hammack Sandpoint, Idaho Details
Rachel Hammack's D.A. Davidson & Co. Experience 2012 - November 2014
Job Apprentice Financial Advisor at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   November 2014 - Present
D.A. Davidson & Co.   2012 - November 2014

Skills
Leadership, Microsoft Office, PowerPoint, Social Media, Time Management

Education
Menlo College   2011 — 2014
Bachelor of Science (BS), Business Management - Finance

Menlo College

Sandpoint High School

Sandpoint High School

Michele Bazzanella Michele Bazzanella Helena, Montana Details
Michele Bazzanella's D.A. Davidson & Co. Experience 2004 - 2011
Job CPA, Manager at Wipfli, LLP
Industry Accounting
Experience
Wipfli LLP  January 2015 - Present
Galusha, Higgins, & Galusha, P.C.   October 2013 - December 2014
Anderson ZurMuehlen Certified Public Accountants & Business Advisors  2011 - 2012
D.A. Davidson & Co.   2004 - 2011
Park Avenue Bakery   1996 - 2004

Skills
Accounting, Finance, Financial Reporting, Financial Accounting, Income Tax, Corporate Tax, CPA, Auditing

Education
Carroll College   1991 — 1995
Bachelor of Arts (B.A.), Business Finance & Management

Montana Tech of the University of Montana   2010 — 2012
Post Baccalaureate Studies, Accounting

Kolby Manderle Kolby Manderle Great Falls, Montana Details
Kolby Manderle's D.A. Davidson & Co. Experience December 2011 - August 2014
Job District Financial Officer
Industry Government Administration
Experience
State of Montana  August 2014 - Present
Multi-Family Apartment Building   October 2009 - Present
D.A. Davidson & Co.   December 2011 - August 2014
State of Montana  April 2009 - November 2011
Watkins Shepard Trucking  May 2006 - April 2009

Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Strategy, Capital Markets, Corporate Finance, Equity Research, Due Diligence, Microsoft Excel, Equities, Investments, Leadership, PowerPoint, Analysis, Property Management, Landlord

Education
Carroll College   2004 — 2007
Bachelor of Arts (B.A.), Accounting and Economics

Emerson College   2003 — 2004
Stage Management

Brian Pedey Brian Pedey Spokane, Washington Details
Brian Pedey's D.A. Davidson & Co. Experience July 2013 - Present
Job Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   July 2013 - Present

Skills
Financial Services, Investments, Series 7, Series 66, Retirement Planning, Leadership, Thompson One, Valuation, Mutual Funds, Financial Advisory, Project Planning, Marketing, Long Term Care Insurance, Variable Annuities, Wealth Management, Data Analysis

Education
Pacific Lutheran University   2005 — 2009
BA, Communications (Public Relations and Advertising), Minor - Political Science

Dudley Probert Dudley Probert Provo, Utah Area Details
Dudley Probert's D.A. Davidson & Co. Experience November 2002 - June 2007
Job Financial Consultant at First Allied Securities
Industry Financial Services
Experience
First Allied Securities  June 2007 - Present
D.A. Davidson & Co.   November 2002 - June 2007
Salomon Smith Barney Inc.  February 1998 - November 2002

Skills
Series 7, Retirement, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Financial Advisory, Series 63, Asset Allocation, Securities, Investment Strategies, Fixed Annuities, Portfolio Management, Estate Planning, 401k

Education
University of Colorado Boulder   1982 — 1982
Masters of Business Administration, Business Administration and Management, General

Brigham Young University   1976 — 1981
Bachelor of Science (BS), Finance, General

Shannon Beahan Shannon Beahan Santa Barbara, California Details
Shannon Beahan's D.A. Davidson & Co. Experience June 2006 - June 2009
Job Regional Consultant
Industry Financial Services
Experience
Ladenburg Thalmann Asset Management   August 2013 - Present
Ladenburg Thalmann Asset Management   May 2012 - September 2014
Securities America - Iron Point Capital Management   February 2010 - May 2012
Encore Wealth Management   June 2009 - February 2010
D.A. Davidson & Co.   June 2006 - June 2009

Education
Excelsior College   2007 — 2011
Bachelor of Science (B.S.), Accounting and Business/Management

Steven Sadowski Jr. Steven Sadowski Jr. Greater Boston Area Details
Steven Sadowski Jr.'s D.A. Davidson & Co. Experience November 2013 - Present
Job Institutional Research Associate at D.A. Davidson
Industry Capital Markets
Experience
D.A. Davidson & Co.   November 2013 - Present
Brown Brothers Harriman & Co  June 2011 - November 2013
Brown Brothers Harriman  July 2010 - June 2011
Brookwood Financial Partners Beverly ,MA   May 2009 - August 2009

Education
Bentley University
Bachelors of Science, Corporate Finance and Accounting

St. Johns Preparatory School
High School

John Thompson, CFA John Thompson, CFA Boston, Massachusetts Details
John Thompson, CFA's D.A. Davidson & Co. Experience September 2013 - Present
Job Senior Vice President, Institutional Equity Sales at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   September 2013 - Present
Craig-Hallum Capital Group  August 2012 - September 2013
Needham & Company  February 1995 - August 2012
Merrill Lynch  1991 - 1995
Goldman Sachs  1990 - 1990
US Navy Submarine Officer   1987 - 1989
US Navy Submarine Officer, USS Indianapolis (SSN 697), a nuclear powered attack submarine   1984 - 1987
US Navy Surface Warfare Officer, USS Brewton (FF 1086), an anti-submarine warfare frigate   1981 - 1983

Education
MIT Sloan School of Management   1989 — 1991
Master's in Management, Finance Concentration

United States Naval Academy   1976 — 1980
Bachelor of Science (BS), Mechanical Engineering

Chad Roland Chad Roland Spokane, Washington Area Details
Chad Roland's D.A. Davidson & Co. Experience June 1997 - January 2011
Job Chartered Retirement Plan Specialist, Financial Advisor and Investment Consultant at RDH Investment Group LLC.
Industry Financial Services
Experience
RDH Investment Group   January 2011 - Present
D.A. Davidson & Co.   June 1997 - January 2011

Skills
401k Plan Consulting, 401k Participant..., 401k Vendor Competitive..., 401k Investment..., Retirement Planning, Securities, Series 7, Financial Advisory, Finance

Education
Gonzaga University   2000 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General

Brigham Young University   1994 — 1999
Bachelor of Science (BS), Finance, General

Darcy Weidman Darcy Weidman Helena, Montana Details
Darcy Weidman's D.A. Davidson & Co. Experience January 2010 - Present
Job Registered Associate at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   January 2010 - Present
Payne Financial Group  August 2005 - January 2010

Skills
Hold Series 7, Insurance, Underwriting, Financial Services, Customer Service, Sales, Hold Series 66

Education
Minnesota State University, Moorhead

Evan Wingren Evan Wingren Portland, Oregon Area Details
Evan Wingren's D.A. Davidson & Co. Experience July 2012 - September 2014
Job Research Associate at Pacific Crest Securities
Industry Financial Services
Experience
Pacific Crest Securities  October 2014 - Present
D.A. Davidson & Co.   July 2012 - September 2014

Skills
Equity Research, Financial Analysis, Financial Modeling, Paper and Forest..., Fiduciary, Microsoft Office, Mutual Funds, Equity Capital Markets, Publishing, Personal Finance

Education
Linfield College   2008 — 2012
Bachelor of Science, Finance

Mark Haakenson Mark Haakenson Great Falls, Montana Area Details
Mark Haakenson's D.A. Davidson & Co. Experience April 2010 - December 2012
Job Chief Pilot/Director of Maintenance at Loenbro
Industry Airlines/Aviation
Experience
Loenbro  December 2012 - Present
D.A. Davidson & Co.   April 2010 - December 2012
Corporate Travel Solutions, Inc.   September 2008 - May 2010
Marcus Construction   April 2007 - September 2008

Skills
Commercial Pilot, Flight Operations, CFI, Aviation, Charter, Aircraft Maintenance, ATP, A&P, Aircraft Management, Flights, Commercial Aviation, Aircraft, FAA Inspection Authority, Multi-engine, Business Aviation, General Aviation, Instrument Rating, Flight Planning, Piloting, Aerospace, Ground Instructor, Type Rating

Education
LeTourneau University   1993 — 1996
ATBS, Aeronautical Science

The University of North Dakota   1991 — 1992
ASBS, Aviation

Embry-Riddle Aeronautical University   1988 — 1991
ASBS, Aeronautical Science

Dustin Bonnett Dustin Bonnett Des Moines, Iowa Details
Dustin Bonnett's D.A. Davidson & Co. Experience July 2012 - Present
Job Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   July 2012 - Present
Maverick Trading  February 2011 - July 2012
Wells Fargo Home Mortgage  July 2007 - January 2011
BankWest  January 2007 - January 2007
Buena Vista University  September 2003 - May 2006

Skills
Portfolio Management, Credit, Customer Service, Mortgage Lending, Equities, Investments, Fixed Income, Series 7, Series 63, Sales, Trading, Bond Markets, Municipal Bonds, Bloomberg, Risk Management, Financial Markets, Options, Technical Analysis, Trading Systems, Commodity, Customer Retention, Customer Acquisition, Underwriting, Credit Risk, Team Leadership

Education
Iowa State University   2010 — 2011
Graduate Certificate in Family Financial Planning, Human Sciences

Buena Vista University   2003 — 2007
Bachelor's degree, Finance & Banking

T.F. Riggs High School   1999 — 2003

Scott Moran Scott Moran Greater New York City Area Details
Scott Moran's D.A. Davidson & Co. Experience January 2005 - March 2005
Job VP Private Equity Services
Industry Financial Services
Experience
Silicon Valley Bank (SIVB)   September 2011 - Present
Moran Manor Winery   2003 - Present
Fifth Third Bank  November 2007 - April 2008
InterCall  July 2006 - August 2007
D.A. Davidson & Co.   January 2005 - March 2005
First Republic Bank  May 2004 - August 2004

Skills
Credit, Financial Analysis, Customer Relations, Underwriting, Private Equity, Marketing

Education
Denison University   2002 — 2006
Bachelor of Arts, Economics

Macquarie University   2005 — 2005
NA, Economics

Denise Martz, CFP® Denise Martz, CFP® Fort Collins, Colorado Area Details
Denise Martz, CFP®'s D.A. Davidson & Co. Experience 2004 - 2007
Job CERTIFIED FINANCIAL PLANNER™ professional at Investment Centers of America
Industry Financial Services
Experience
Investment Centers of America  2007 - Present
D.A. Davidson & Co.   2004 - 2007
First National Bank of Omaha  January 1998 - October 2004

Skills
Retirement Planning, Series 7, Mutual Funds, Series 63, Investments, Investment Advisory, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Banking, Wealth Management, Long-term Care

Education
North Dakota State University   1990 — 1994
Business Administration

Catherine Irby Arnold, MS, AIF® Catherine Irby Arnold, MS, AIF® Greater Seattle Area Details
Catherine Irby Arnold, MS, AIF®'s D.A. Davidson & Co. Experience November 2001 - December 2003
Job Vice President, Senior Wealth Management Advisor The Private Client Reserve of U. S. Bank
Industry Investment Management
Experience
U.S. Bank   December 2014 - Present
Denny International Middle School   May 2014 - Present
South Seattle Community College  September 2011 - Present
The Lenny Wilkens Foundation   February 2008 - Present
BNY Mellon  February 2013 - December 2014
ArtsFund  November 2010 - November 2013
Union Bank  February 2007 - February 2013
Seattle Aquarium  2008 - 2012
Key Bank  December 2003 - February 2007
D.A. Davidson & Co.   November 2001 - December 2003

Skills
Wealth Management, Investments, Strategic Financial..., Leadership, Asset Allocation, Financial Services, Finance, Portfolio Management, Wealth, Estate Planning, Financial Advisory, Management, Asset Management, Investment Management, Business Development, Banking, Series 7, Leadership Development, CRM, Retirement Planning, Retirement, Investment Advisory, Marketing, Risk Management, Sales, Wealth Management..., Strategy, Private Banking, Commercial Lending, Training, Consumer Lending, Asset Based Lending

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   2006 — 2007
AIF

The University of Georgia
Bachelor of Arts

Troy State University
Master of Science

Universitetet i Tromsø (UiT)
Gymnas

Youth For Understanding - United States - Norway
High School Diploma

Andrea Gerlach Andrea Gerlach Denver, Colorado Details
Andrea Gerlach's D.A. Davidson & Co. Experience July 2004 - October 2005
Job Director of Revenue Operations at SendGrid
Industry Computer Software
Experience
SendGrid  April 2014 - Present
NetSuite  April 2013 - April 2014
Oracle  January 2012 - March 2013
RightNow  January 2011 - January 2012
RightNow Technologies  September 2009 - February 2011
RightNow Technologies  July 2007 - September 2009
RightNow Technologies  April 2006 - July 2007
LexBlog, Inc.   October 2005 - April 2006
D.A. Davidson & Co.   July 2004 - October 2005

Skills
Field Marketing, Finance, Sales Enablement, Management, CRM, Project Management, Sales Operations, SaaS, Leadership, Sales Process, Competitive Analysis, Strategy, Training, Sales, Program Management, Selling, Sales Management, Enterprise Software, Cloud Computing, Customer Experience, Account Management, Business Intelligence, Solution Selling, Analytics, Professional Services, Team Leadership, Business Development, Forecasting, Salesforce.com, Strategic Planning, Lead Generation, Strategic Partnerships, Cross-functional Team..., Go-to-market Strategy, Customer Retention, Direct Sales, Demand Generation, Product Marketing, Software Industry, Product Management, Pre-sales, Customer Satisfaction, Start-ups, Channel Partners, Business Alliances, Marketing Automation, Executive Management

Education
University of Colorado Denver   2010 — 2014
MBA, Master of Business Administration

Montana State University-Bozeman   2000 — 2004
Bachelor of Science in Marketing & University Honors, Minors in International Business and Spanish

St. Mary's Central High School

Amber Nelson Amber Nelson Greater Minneapolis-St. Paul Area Details
Amber Nelson's D.A. Davidson & Co. Experience September 2005 - October 2009
Job Administrative Assistant for Vice President of Servicing Data and Analytics at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Wells Fargo Home Mortgage  August 2014 - Present
Wells Fargo Home Mortgage  September 2013 - August 2014
Wells Fargo Home Mortgage  March 2012 - September 2013
Wells Fargo Home Mortgage  December 2012 - April 2013
D.A. Davidson & Co.   September 2005 - October 2009
Northland Securities  November 2003 - September 2005
US Bank  June 2001 - November 2003
Target  1999 - 2002

Skills
Excellent Verbal and..., Independent, Good Listener, Strong Worth Ethic, Punctual, Expert Organizer, Motivated, Honest, Works Well in a Team, PowerPoint, Loans, Public Speaking, Excel, Microsoft Office, Word, Problem Solving, Microsoft Excel, Microsoft Word, Training, Marketing, Finance, Asset Management, Commercial Mortgages, Banking, Works well in a team, Leadership, Outlook, Customer Service, Team Building, Management, Sales, Credit Analysis, Process Improvement, Real Estate, Risk Management, Accounting, Underwriting, Coaching, Time Management, Financial Analysis, Strategic Planning, Mortgage Lending, Loan Origination, Credit, Investments, Lines Of Credit, Small Business Lending, Financial Structuring, Analysis, Software Documentation

Education
Metropolitan State University   2014 — 2016
Bachelor of Arts (BA), Marketing

Minneapolis Community and Technical College   2010 — 2012
AS, Business Management

Kevin McGah Kevin McGah Greater Los Angeles Area Details
Kevin McGah's D.A. Davidson & Co. Experience September 2012 - September 2013
Job Investment Banker at FocalPoint Partners, LLC
Industry Investment Banking
Experience
FocalPoint Partners, LLC  May 2014 - Present
D.A. Davidson & Co.   September 2012 - September 2013
FMV Opinions, Inc.   June 2011 - August 2011
Boenning & Scattergood, Inc.   June 2007 - April 2010

Skills
Financial Modeling, Valuation, Capital IQ, Investment Banking, Financial Analysis, Corporate Finance, LBO, Business Valuation, Due Diligence, M&A experience

Education
University of Southern California - Marshall School of Business   2010 — 2012
MBA, Finance

Villanova University   2005 — 2007
BBA, Finance

Loyola Marymount University   2003 — 2005

Rebecca Semper, CFP® Rebecca Semper, CFP® Portland, Oregon Area Details
Rebecca Semper, CFP®'s D.A. Davidson & Co. Experience June 2001 - July 2004
Job VP, Service Manager Umpqua Private Bank
Industry Banking
Experience
Umpqua Investments, Inc.   July 2012 - Present
Umpqua Bank  2009 - 2013
Wells Fargo  July 2004 - June 2009
D.A. Davidson & Co.   June 2001 - July 2004

Skills
Series 7, Wealth Management, Investment Advisory, Banking, Mutual Funds, Portfolio Management, Investments, Securities, Financial Services, Series 63, Retirement Planning, Investment Strategies, Series 65, Insurance, FINRA, Strategic Financial..., Asset Managment, Equities, Asset Allocation, Investment Management, Risk Management, Estate Planning

Education
University of Portland   2011 — 2012
Executive Certificate, Financial Planning

Portland State University - School of Business   1986 — 1990
Bachelor of Science (BS), Finance Law

Daniel Trost Daniel Trost Great Falls, Montana Area Details
Daniel Trost's D.A. Davidson & Co. Experience January 2014 - Present
Job Senior Vice President, Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   January 2014 - Present
D.A. Davidson & Co.   May 2008 - January 2014
FDIC  June 1999 - May 2008

Skills
Wealth Management..., Retirement Planning, Estate Planning, Asset Allocation, Investment Strategies, Insurance, Portfolio Management, Asset Managment, Mutual Funds, Equities, Bonds, Securities, Fixed Income, 401k

Education
Montana State University-Bozeman   1994 — 1999
Master of Science, Applied Economics

Patty Sacco Krueger Patty Sacco Krueger Greater Omaha Area Details
Patty Sacco Krueger's D.A. Davidson & Co. Experience February 2007 - April 2015
Job Silverleaf Wealth Management
Industry Financial Services
Experience
Silverleaf Wealth Management   April 2015 - Present
D.A. Davidson & Co.   February 2007 - April 2015
SMITH HAYES Financial Services  October 1997 - February 2007
Smith Barney  May 1995 - October 1997
Ameritrade Holding Corporation  October 1992 - April 1995

Skills
Securities, Investments, Series 7, Wealth Management, Insurance, Retirement Planning, Series 63, Mutual Funds, People Skills, CRM, Fixed Income, New Business Development, Customer Service, Microsoft Excel, Uniform Combined State..., Microsoft Office, Asset Allocation, Leadership, Equities, FINRA, Finance, Financial Services, Strategic Planning

Education
Bellevue University   1991 — 1992
Communications

Kevin Glynn Kevin Glynn Spokane, Washington Details
Kevin Glynn's D.A. Davidson & Co. Experience 1996 - 2007
Job Portfolio Manager at Summit Capital Group, LLC
Industry Investment Management
Experience
Summit Capital Group, LLC  October 2013 - Present
The Investment Center  June 2009 - October 2013
Smith Barney  2007 - 2009
D.A. Davidson & Co.   1996 - 2007

Skills
Portfolio Management, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Financial Analysis, Asset Allocation, Alternative Investments, Trading, Fixed Income, Securities

Education
Gonzaga University   1980 — 1984
Bachelor of Business Administration (BBA)

Andre Bjorkheim Andre Bjorkheim Seattle, Washington Details
Andre Bjorkheim's D.A. Davidson & Co. Experience 2005 - 2012
Job IT Field Technician at Sellen Construction
Industry Financial Services
Experience
Sellen Construction  April 2014 - Present
D.A. Davidson & Co.   2005 - 2012
ANM Electric Inc.   September 1998 - June 2005
OneName Corporation   May 2001 - May 2002

Skills
Project Management, Capital Markets, Customer Service, Disaster Recovery, Equities, Vendor Management, Software Documentation, System Administration, Active Directory, Networking, Windows Server, Technical Support, Troubleshooting, Windows, Network Administration

Education
University of Washington   1995 — 1998
Bachelor of Science, Electrical Engineering

Bellevue Community College   1990 — 1994
Bachelor of Science (B.S.)

Zach Bishop Zach Bishop Denver, Colorado Details
Zach Bishop's D.A. Davidson & Co. Experience August 2006 - Present
Job Managing Director, Public Finance at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   August 2006 - Present
General Electric  July 2002 - August 2006
Nitto Kohki USA   October 1997 - March 2000

Education
Case Western Reserve University - Weatherhead School of Management
MBA, Finance

Goshen College
BA, Business Administration

Amy Strainer Amy Strainer East Helena, Montana Details
Amy Strainer's D.A. Davidson & Co. Experience January 1999 - August 2003
Job Accounting Manager at Stahly Engineering & Associates, Inc
Industry Civil Engineering
Experience
Be The Match operated by National Marrow Donor Program  June 2013 - Present
Stahly Engineering & Associates, Inc   February 2011 - Present
New West Health Services  June 2008 - February 2011
ProPharma Group  May 2005 - June 2008
D.A. Davidson & Co.   January 1999 - August 2003

Skills
Pay Close Attention to..., Organized Multi-tasker, High Sense Of Urgency, Problem Solving, Highly Ambitious, Communication, Customer Service, Empathy, Proofreading, Public Speaking, Ethics, Accounting, QuickBooks, Sales, Microsoft Office

Education
The University of Montana - School of Business Administration   2007 — 2009
Master's degree, Business Administration and Management, General

Montana State University-Bozeman   2001 — 2005
Bachelor of Science (BS), Business Administration and Management, General

Eugene Katz Eugene Katz Greater Chicago Area Details
Eugene Katz's D.A. Davidson & Co. Experience September 2012 - Present
Job Managing Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   September 2012 - Present
Hovde Financial  September 1997 - September 2012
Lifeway Foods, Inc.   June 2011 - July 2012
MRL  April 2008 - July 2012
CenTrust Bank  April 2006 - August 2009

Skills
Mergers, Capital Raising, Divestitures, Private Equity, Due Diligence, Venture Capital, Valuation, Corporate Finance, Financial Modeling, Investment Banking, Financial Analysis, Capital Markets, Investments, Banking

Education
Babson College   1994 — 1997
B.S., Finance

William Boyle William Boyle Greater Boston Area Details
William Boyle's D.A. Davidson & Co. Experience April 2008 - Present
Job Managing Director , Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   April 2008 - Present
Needham & Company  January 1999 - January 2008
Nations Banc Montgomery Securities   1996 - 1998
Lehman Brothers  1992 - 1996

Education
Massachusetts Institute of Technology - Sloan School of Management   2012 — 2014
Master of Business Administration (MBA), International Business Studies

Wake Forest University   1976 — 1980
Bachelor of Arts (BA), Cum Laude

Craig Brenton Craig Brenton Portland, Oregon Area Details
Craig Brenton's D.A. Davidson & Co. Experience May 2006 - Present
Job Senior Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   May 2006 - Present
KPDQ   May 2011 - November 2012
Lynguent   2010 - 2010
KXL Radio   September 2002 - September 2006
RBC DAIN RAUSCHER  August 1990 - May 2006
KPTV Fox 12 Portland  July 2000 - October 2004
PRIVATE PRACTICE OF LAW  May 1989 - July 1990
PRIVATE PRACTICE OF LAW  January 1983 - February 1984
mason county prosecting attorney   March 1982 - January 1983
F.B.I.   September 1978 - February 1982

Skills
Retirement Planning, Estate Planning, Mutual Funds, IRAs, Investment Strategies, Series 7, 401k, IRA's

Education
F.B.I. Academy, Quantico, Virginia   1978 — 1978
Special Agent, Law Enforcement

Golden Gate University, School of Law   1975 — 1978
J.D., Law

University of Notre Dame   1971 — 1975
B.A., Economics

Carl Schumacher Carl Schumacher Des Moines, Iowa Area Details
Carl Schumacher's D.A. Davidson & Co. Experience November 2010 - July 2011
Job Director of Financial Planning & Analysis Emerson Process Management, Fisher Controls
Industry Mechanical or Industrial Engineering
Experience
Emerson Process Management  May 2014 - Present
Johnson & Johnson  April 2013 - May 2014
Johnson & Johnson  August 2011 - April 2013
D.A. Davidson & Co.   November 2010 - July 2011
Johnson & Johnson  May 2010 - October 2010
Johnson & Johnson  May 2009 - August 2009
Iowa County Community Foundation   January 2007 - August 2008
City of Marengo, Iowa   June 2005 - August 2008
Keystone Savings Bank  2003 - 2005

Skills
Financial Modeling, Cross-functional Team..., Financial Analysis, Valuation, Forecasting, Finance, Business Planning, Competitive Analysis, Strategy, Budgets, Analysis, Leadership, Program Management, Strategic Planning, Business Development

Education
The University of Iowa - Henry B Tippie School of Management   2008 — 2010
Master of Business Administration, Finance

Drake University
Master, Public Administration

University of Iowa - Henry B. Tippie College of Business   1999 — 2003

Ingrid Dunn Ingrid Dunn Eugene, Oregon Area Details
Ingrid Dunn's D.A. Davidson & Co. Experience July 2011 - Present
Job Associate Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   July 2011 - Present
D.A. Davidson & Co.   December 2009 - July 2011
Wachovia, A Wells Fargo Company  2007 - 2009
A.G. Edwards & Sons, Inc.   2006 - 2007

Skills
Series 7

Education
Oregon State University   2000 — 2005
B.S. Business Administration (Accounting & International Business), B.S. Speech Communication

Glide High School

Jim Webster, CWS® Jim Webster, CWS® Bozeman, Montana Details
Jim Webster, CWS®'s D.A. Davidson & Co. Experience September 1999 - Present
Job Senior Vice President, Financial Advisor: Webster Wealth Management, a service of D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   September 1999 - Present
Merrill Lynch  July 1996 - September 1999
FBS Investment Services   October 1993 - July 1996
Kidder Peabody & Co  July 1991 - April 1993

Skills
Wealth Management..., Portfolio Management, 401k, Retirement Planning, Risk Management, Investment Strategies

Education
Babson College - Franklin W. Olin Graduate School of Business   1990 — 1991
MBA, Finance & Marketing

Saint Lawrence University   1976 — 1980
B.A., History

Deerfield Academy   1972 — 1976

Megan Basten Megan Basten Denver, Colorado Details
Megan Basten's D.A. Davidson & Co. Experience September 2013 - Present
Job Associate at D.A. Davidson & Co. Institutional Sales, Equity Capital Markets
Industry Financial Services
Experience
D.A. Davidson & Co.   September 2013 - Present
D.A. Davidson Companies   2013 - 2014
Morgan Stanley  March 2011 - August 2013
Morgan Stanley Smith Barney  January 2010 - March 2011
J.P. Morgan   1994 - 2008

Education
Ohio University   1989 — 1993
BS, Organizational Communication/English

Hudson High School

Jerod Pierce Jerod Pierce Greater Boston Area Details
Jerod Pierce's D.A. Davidson & Co. Experience September 2011 - January 2012
Job Associate at Wincove Private Holdings
Industry Venture Capital & Private Equity
Experience
Wincove Private Holdings   August 2015 - Present
GenNx360 Capital Partners  January 2012 - August 2013
D.A. Davidson & Co.   September 2011 - January 2012
D.A. Davidson & Co.   July 2008 - September 2011
D.A. Davidson & Co.   August 2007 - July 2008
Washington Mutual  June 2006 - September 2006

Skills
Valuation, Private Equity, Investments, Mergers, Investment Banking, Corporate Finance, IPO, Due Diligence, Financial Analysis, Financial Modeling, Capital, Finance, Financial Services, LBO, Mergers, Portfolio Management, Venture Capital, Mergers & Acquisitions

Education
Harvard Business School   2013 — 2015
Master of Business Administration (MBA)

Seattle University   2006 — 2008
Bachelor of Arts in Business Administration, Finance (Cum Laude) Business Economics (Cum Laude)

Susan Agostinelli, CMP Susan Agostinelli, CMP Greater Minneapolis-St. Paul Area Details
Susan Agostinelli, CMP's D.A. Davidson & Co. Experience July 1995 - August 2011
Job Director of Sales TPI Hospitality at the Homewood Suites New Brighton 100% Employee owned
Industry Hospitality
Experience
Director of Sales TPI Hospitality   May 2014 - Present
DoubleTree by Hilton  September 2012 - May 2014
D.A. Davidson & Co.   July 1995 - August 2011

Skills
Meeting Planning, Event Planning, Hospitality, Catering, Sales, Trade Shows, Hotels, Travel Management, Hospitality Industry, Management, Hospitality Management, Food & Beverage, Customer Service, Corporate Events, Hotel Management, Marketing, Advertising, Tourism, Revenue Analysis, Event Management, Contract Negotiation, Incentives, Resorts, Yield Management, Budgets

Education
Montana State University-Bozeman
Marketing/Marketing Education

Montana State University-Bozeman

Marty J. Flynn Marty J. Flynn Dallas, Texas Details
Marty J. Flynn's D.A. Davidson & Co. Experience August 2010 - June 2011
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Investment Bank  June 2011 - April 2014
D.A. Davidson & Co.   August 2010 - June 2011
Thomas Weisel Partners  November 2009 - May 2010
Jefferies LLC  April 2006 - December 2007
UBS Investment Bank  June 2002 - March 2006
ABN AMRO Bank N.V.   May 2000 - May 2002
Invesco US  July 1998 - May 2000
University of TX @ Austin MBA investment Fund   January 1997 - May 1997
Deutsche Bank  July 1994 - August 1996
Nomura Research Institute  November 1992 - July 1994

Education
The University of Texas at Austin   1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance

Fordham University   1987 — 1991
Bachelor's Degree, Finance, General

D. Kai Chen D. Kai Chen Greater Los Angeles Area Details
D. Kai Chen's D.A. Davidson & Co. Experience February 2012 - Present
Job Owner of All Day Vapes
Industry Wholesale
Experience
All Day Vapes   August 2013 - Present
Ultra Pro Corporation  April 2013 - Present
D.A. Davidson & Co.   February 2012 - Present
McGladrey Capital Markets  October 2010 - February 2012
McGladrey Capital Markets  June 2010 - October 2010
University of California at San Diego  September 2008 - June 2010
Poly Plant Project   June 2009 - September 2009
Integrated Logistics Solutions  August 2005 - May 2008
Integrated Logistics Solutions  February 2004 - August 2005

Skills
Corporate Finance, Financial Modeling, Program Management, Stata, Economics, Financial Analysis, Supply Chain Management, Operations Management, Sales, Microsoft Excel, Tableau, Business Development, Business Planning, Business Strategy, Purchasing, Forecasting, Walmart, Retail Link, Leadership, Management, Investments, Marketing, Finance

Education
University of California, San Diego   2008 — 2010
Masters in Pacific and International Affairs, International Management

Dartmouth College   1996 — 1999
Economics

University of North Carolina North Carolina
B.S, Economics

R David Bowman R David Bowman Greater Seattle Area Details
R David Bowman's D.A. Davidson & Co. Experience December 2006 - Present
Job Senior Vice President, Financial Consultant D.A. Davidson & Co.
Industry Investment Management
Experience
D.A. Davidson & Co.   December 2006 - Present
Piper Jaffray & Co  February 2001 - December 2006
Salomon Smith Barney  July 1992 - February 2001

Skills
Retirement Planning, Portfolio Management, Wealth Management, Investment Strategies, Bonds, Asset Management, Financial Planning

Education
University of Washington   1984 — 1989
Bachelor of Arts, Economics

Central Washington University   1983 — 1984
N/A, General Studies

Brienne Jamieson Brienne Jamieson Great Falls, Montana Area Details
Brienne Jamieson's D.A. Davidson & Co. Experience February 2012 - November 2014
Job SAHM/Blogger
Industry Writing and Editing
Experience
Self Employed  November 2014 - Present
Special Olympics Montana  August 2012 - Present
D.A. Davidson & Co.   February 2012 - November 2014
YWCA Evanston/ North Shore   December 2010 - December 2011
GirlPOWER   September 2010 - February 2011
Bank of America  June 2009 - December 2010
Blockbuster  June 2008 - July 2010
Best Buy  June 2005 - August 2007

Skills
Event Planning, Customer Service, Public Speaking, Research, Microsoft Office, Microsoft Excel, Nonprofits, PowerPoint, Outlook, Time Management, Community Outreach, Data Entry, Volunteer Management, Sales, Facebook, Blogging, Grant Writing, Microsoft Word, Social Networking, Communication, Social Media, Social Media Marketing, Editing, Training, Leadership

Education
Loyola University of Chicago   2007 — 2011
Bachelor of Arts (BA), Sociology

Glenbard East High School   2003 — 2007

Chad Lippert, CFP®, CWS® Chad Lippert, CFP®, CWS® Billings, Montana Area Details
Chad Lippert, CFP®, CWS®'s D.A. Davidson & Co. Experience May 1998 - Present
Job Senior Vice President, Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   May 1998 - Present

Education
College for Financial Planning   2002 — 2003
Certified Financial Planner, Financial Planning

Montana State University-Bozeman   1995 — 1999
Bachelor of Science (B.S.), Business-Finance

Blake Loen Blake Loen Seattle, Washington Details
Blake Loen's D.A. Davidson & Co. Experience June 2014 - August 2014
Job Business Development Associate at PitchBook Data
Industry Venture Capital & Private Equity
Experience
PitchBook Data  August 2015 - Present
D.A. Davidson & Co.   June 2014 - August 2014
Children's Miracle Network Hospitals  October 2013 - December 2013
Gap Inc.  May 2013 - August 2013
Blue Rooster Inc.  May 2012 - January 2013
Skyhawks Sports Academy  May 2012 - September 2012
Vector Marketing  June 2011 - September 2011
QFC  June 2010 - May 2011

Skills
Venture Capital, Private Equity, Sales, Salesforce.com, Finance, Time Management, Marketing, Social Skills, Microsoft Excel, Microsoft Word, FactSet, Microsoft CRM, Event Management, Leadership, Public Speaking, Team Building, Teamwork, Event Planning, Social Networking, Team Leadership, Facebook, Project Management, Strategic Planning

Education
Gonzaga University   2011 — 2015
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Bishop Blanchet High School   2007 — 2011

Katherine Woods-Morse Katherine Woods-Morse Portland, Oregon Details
Katherine Woods-Morse's D.A. Davidson & Co. Experience March 2005 - November 2007
Job Shalom Cascadia Jewish Minyan
Industry Nonprofit Organization Management
Experience
Shalom Cascadia Jewish Minyan   June 2013 - Present
Reed College Alumni Association   August 2013 - Present
Tryon Life Community Farm   January 2013 - Present
Community Law Project  May 2013 - May 2015
Meyer Memorial Trust  June 2010 - March 2013
Jewish Cemetery at River View   September 2009 - January 2011
Portland Spelling Bee   January 2007 - June 2008
D.A. Davidson & Co.   March 2005 - November 2007

Skills
Public Speaking, Strategic Planning, Non-profits, Press Releases, Analysis, Research, Event Planning, Fundraising, Series 7, Editing, Equities, Financial Modeling, Microsoft Excel, Nonprofits, Grants, Grant Writing, Philanthropy, Community Outreach, Program Development, Volunteer Management

Education
Reed College   1999 — 2002
BA, History

Portland State University - School of Business   2003 — 2005
Post-Baccalaureate, Accounting

Portland State University - School of Business   2008 — 2010
MSFA, Financial Analysis

Chip Schultz Chip Schultz Des Moines, Iowa Area Details
Chip Schultz's D.A. Davidson & Co. Experience March 2009 - Present
Job Managing Director, Public Finance at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   March 2009 - Present
Ruan Securities   July 2002 - February 2009
Public Financial Management  December 2000 - June 2002

Skills
Chip is the head of..., for the daily managment..., working with local..., Financial Modeling, Portfolio Management, Investments, Series 7, Equities, Securities

Education
Luther College   1992 — 1996
Bachelor of Arts (B.A.), Business, Political Science

Grinnell High School, Grinnell, Iowa

University of Iowa
MBA coursework completed

Bob Varnum Bob Varnum Portland, Oregon Area Details
Bob Varnum's D.A. Davidson & Co. Experience June 2010 - November 2014
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley  December 2014 - Present
D.A. Davidson & Co.   June 2010 - November 2014
Kaufman Bros.  January 2010 - June 2010
National Retirement Partners  January 2009 - December 2009
Pacific Crest Securities  August 2004 - November 2008
SoundView Technology Group  January 2000 - January 2004
CIBC World Markets  January 1994 - January 2000
Oppenheimer & Co., Inc.   February 1987 - December 1994

Education
Sacred Heart University   1981 — 1985
B.S., Economics

Vermont Technical College   1980 — 1981
Associate of Science (AS), Architectural Engineering

Kelly Montgomery Kelly Montgomery Portland, Oregon Area Details
Kelly Montgomery's D.A. Davidson & Co. Experience May 2005 - August 2005
Job Finance
Industry Investment Management
Experience
Self-employed  August 2012 - November 2013
Omega Global Enterprises   May 2011 - August 2012
Northwest Plan Services/Investment Consulting   February 2007 - July 2009
Citigroup Smith Barney  September 2005 - October 2006
D.A. Davidson & Co.   May 2005 - August 2005
Meng Analysis   September 2004 - May 2005
Sander Capital Advisors   September 2003 - May 2005

Skills
Excel (large data..., Microsoft Word, PowerPoint, Access, Financial Product..., Public Speaking, Financial Statements, Financial Statement..., Lexis, Westlaw, Bloomberg, HTML, XML, EDGAR filings, adobe photoshop, Relius Administration, ERISA, Document Review, Legal Research, Securities Regulation, Management, Due Diligence, Investments, Finance, Microsoft Office, Mutual Funds, Private Equity, Portfolio Management, Research, Mergers & Acquisitions

Education
Fordham University School of Law   2009 — 2012
Banking, Corporate, Finance, and Securities Law

Seattle University   2002 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6

Loren Schrag Loren Schrag Greater Denver Area Details
Loren Schrag's D.A. Davidson & Co. Experience May 2001 - November 2005
Job Senior Manager
Industry Information Technology and Services
Experience
Kaiser Permanente  July 2015 - Present
Kaiser Permanente  September 2014 - Present
Kaiser Permanente via Apex Systems   May 2013 - September 2014
285 IT Solutions, LLC   May 2012 - September 2014
State of Colorado  December 2011 - April 2012
HealthShare Montana   February 2010 - December 2011
Rocky Mountain Health Network   November 2005 - February 2010
D.A. Davidson & Co.   May 2001 - November 2005

Skills
Healthcare, Microsoft Office, Customer Service, Strategic Planning, Healthcare Information..., Health Information..., Vendor Management, Contract Negotiation, Microsoft Servers, Watchguard, Cisco devices, Photography, Web Development, Web Design, HTML 5, CSS, Microsoft SQL Server, IT Management, Wireless Networking, Consulting, eRx, Patient Centered..., Database Administration, Access, HIPAA, Informatics, HIPAA Security Officer, EHR, SaaS, EMR, Databases, Leadership, Strategy

Education
Montana State University-Billings   1997 — 2001
Bachelor of Science, Business Administration/Information Systems

Corrie Oliva, CFA Corrie Oliva, CFA Portland, Oregon Area Details
Corrie Oliva, CFA's D.A. Davidson & Co. Experience June 2004 - December 2005
Job Vice President of Advisory Services at Heintzberger | Payne Advisors
Industry Investment Management
Experience
Heintzberger Payne Advisors   April 2014 - Present
RVK, Inc.   February 2006 - April 2014
D.A. Davidson & Co.   June 2004 - December 2005
Willamette Management Associates  October 2003 - June 2004
Pacific Crest Securities  September 1999 - November 2001

Skills
Asset Allocation, Investments, Hedge Funds, Asset Management, Equities, Alternative Investments, Valuation, Fixed Income, Investment Management, Mutual Funds, Private Equity

Education
Portland State University   2002 — 2003
Master of Science Financial Analysis

University of San Diego
Bachelor in Business Administration, Finance and Real Estate

Karla Wastcoat Karla Wastcoat Bozeman, Montana Details
Karla Wastcoat's D.A. Davidson & Co. Experience February 2011 - Present
Job Associate Vice President, Regional Supervisory Manager Associate
Industry Financial Services
Experience
D.A. Davidson & Co.   February 2011 - Present

Education
Montana State University-Bozeman   1989 — 1993
Bachelor of Science, Economics

Brenda Kitto, CFP®, CWS® Brenda Kitto, CFP®, CWS® Bozeman, Montana Details
Brenda Kitto, CFP®, CWS®'s D.A. Davidson & Co. Experience March 2000 - Present
Job Associate Financial Advisor, Owen Lehrkind Legacy Group at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   March 2000 - Present

Skills
Series 7, Wealth Management, Investments, Portfolio Management, Asset Management, Insurance, Retirement Planning, Series 63, Asset Allocation, Uniform Combined State..., Mutual Funds, Retirement, Investment Strategies, Investment Advisory, Strategic Financial..., Securities, FINRA, IRAs, 401k, Financial Advisory, Series 65

Education
Montana State University-Bozeman   1993 — 1999
BS, Accounting & Management

Kelsey Thomas Kelsey Thomas Everett, Washington Details
Kelsey Thomas's D.A. Davidson & Co. Experience July 2013 - July 2015
Job Administrative Professional
Industry Financial Services
Experience
D.A. Davidson & Co.   July 2013 - July 2015
D.A. Davidson & Co.   January 2008 - June 2013
UBS Securities Co., Ltd   September 2006 - November 2007
LexisNexis  October 2005 - August 2006
Law Office of Sheryl Brzuska   October 2004 - April 2005

Skills
Administrative..., Data Entry, Outlook, Time Management, Event Planning, Customer Service, Cat Herding, Project Management, Office Management, Front Office, Back Office, Travel Arrangements, Expense Reports, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Publisher, Access, Online Research, Disclosure, Disclosure Statements, Series 63, Series 52, Municipal Bonds, Legal Documents

Education
Juniata College   2000 — 2004
Bachelor of Science (BS), Psychology/Criminal Justice

El Cerrito High School   1996 — 2000
Diploma, Regular/General High School/Secondary Diploma Program

Steve Wesner Steve Wesner Moscow, Idaho Details
Steve Wesner's D.A. Davidson & Co. Experience August 2009 - Present
Job Senior Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   August 2009 - Present
Waddell & Reed  February 1984 - January 2004

Education
Ozark Christian College

Brent Rehm Brent Rehm Helena, Montana Details
Brent Rehm's D.A. Davidson & Co. Experience December 1987 - Present
Job Senior VP Financial Advisor, Branch Manager at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   December 1987 - Present

Skills
Series 7, Investment Strategies, Asset Allocation, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Investments, Retirement, Investment Advisory, Asset Managment, Bonds

Education
Montana State University-Bozeman   1980 — 1984
BS, Business

Beaverhead County High School   1976 — 1980
Business, Management, Marketing, and Related Support Services

Randy Peck, CWS® Randy Peck, CWS® Omaha, Nebraska Details
Randy Peck, CWS®'s D.A. Davidson & Co. Experience October 2008 - Present
Job Vice President, Financial Advisor, Branch Manager at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 2008 - Present
D.A. Davidson & Co.   October 2008 - Present
D.A. Davidson & Co.   October 2008 - Present
Wachovia Securities, LLC.   January 2008 - October 2008
A.G. Edwards & Sons, INC   December 1990 - January 2008

Skills
Investments, Investment Management, Series 7, Portfolio Management, Wealth Management, Management, Equities, Mutual Funds, Financial Risk, Strategic Financial..., Securities, Retirement Planning, Certified Wealth...

Education
Nebraska Wesleyan University   1972 — 1976
Bachelor of Science, Economics

Westside High School   1969 — 1972

Cheryl L. Seifert, CFP® Cheryl L. Seifert, CFP® Sandpoint, Idaho Details
Cheryl L. Seifert, CFP®'s D.A. Davidson & Co. Experience June 2008 - February 2015
Job *LIFE TRANSITIONS SPECIALIST*FINANCIAL PLANNING FOR COLLEGE, RETIREMENT & OTHER KEY LIFE EVENTS*
Industry Financial Services
Experience
D.A. Davidson & Co.   June 2008 - February 2015
Panhandle State Bank Investment Services/LPL   August 2007 - June 2008
Bank of America  February 2005 - June 2005
TD Waterhouse Investor Services, Inc.   May 2003 - November 2004
Charles Schwab  May 1991 - May 2003

Skills
CERTIFIED FINANCIAL..., ACCREDITED ASSET..., Wealth Management, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Financial Analysis, Insurance Planning, Equities, Asset Allocation, Budgeting, Socially Responsible..., Investments, Estate Planning

Education
College for Financial Planning
Course of study for Certified Financial Planner® qualification

College for Financial Planning
Accredited Asset Management Specialist, AAMS ®

UCLA
Bachelor of Arts, Communications Studies

University of Santa Monica
Master of Arts, Applied Psychology

Kevin Finck Kevin Finck Portland, Oregon Area Details
Kevin Finck's D.A. Davidson & Co. Experience July 2008 - October 2011
Job IT Manager of Game Lab at Experis
Industry Information Technology and Services
Experience
Experis  June 2015 - Present
SERA Architects  November 2011 - June 2015
D.A. Davidson & Co.   July 2008 - October 2011
Intel Corporation  April 2008 - July 2008
CheckFree  July 2007 - April 2008
Stream International  December 2006 - July 2007
Enterprise Rent-A-Car  October 2005 - December 2006
Nabisco Brands Inc  October 1999 - October 2005
Datamouse Computers   February 1996 - December 1996

Skills
System Administration, Windows, Software Documentation, Technical Support, Customer Service, Organization, VPN, Windows Server, System Center Suite, Microsoft Exchange, Windows 7, Inventory Management, Networking, Switches, Microsoft SQL Server, Project Planning, DHCP, DNS, Planning, Documentation, Active Directory, Troubleshooting, Servers, SharePoint, System Deployment, Hyper-V

Education
Harvard edX   2012 — 2012
Computer Science

New Horizons   2012 — 2012
Certificate, Computer Technology/Computer Systems Technology

American College Testing (ACT)   2011 — 2011
Certificate, National Career Readyness Certificate

Portland Community College   1994 — 1997
Associates, General Studies, Applied Science, Information Technology

Naval Base 32nd ST San Diego Technical Training & Learning Center   1992 — 1997
Bachelor of Applied Science (BASc), Business / Technology

Susan Ponce, CWS® Susan Ponce, CWS® Big Horn, Wyoming Details
Susan Ponce, CWS®'s D.A. Davidson & Co. Experience August 2005 - Present
Job Financial Consultant at D.A. Davidson & Co., Certified Wealth Strategist®
Industry Financial Services
Experience
D.A. Davidson & Co.   August 2005 - Present
Center for a Vital Community at Sheridan College   September 2001 - August 2005

Skills
Customer Service, Financial Planning, Financial Management, Investments

Education
University of Wyoming   2002 — 2006
Master’s Degree, Public Administration

Colorado College   1985 — 1989
Bachelor of Arts, Economics

Frank D'Angelo Frank D'Angelo Missoula, Montana Area Details
Frank D'Angelo's D.A. Davidson & Co. Experience January 1995 - Present
Job Senior Vice President, Financial Advisor at D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson & Co.   January 1995 - Present
D'Angelo's Pizza   July 1993 - December 1994
US Army  August 1990 - July 1993

Skills
Series 7, Retirement Planning, Investments, Small Business, Wealth Management, Portfolio Management, Strategic Financial..., Series 63, Mutual Funds, Estate Planning, Retirement, Financial Analysis, Securities, Asset Management, Asset Allocation, Insurance, Investment Strategies, Financial Modeling

Education
Cannon Financial Institute   2007 — 2008
Certified Wealth Strategist

The Wharton School, University of Pennsylvania   2001 — 2003
Securities Industry Institute

College for Financial Planning   1996 — 1998
Certified Financial Planner

Embry-Riddle Aeronautical University   1991 — 1993
MBA

The University of Montana - School of Business Administration   1986 — 1990
Finance, Business

Plentywood High School   1982 — 1986

Annie Beaver, CWS ® Annie Beaver, CWS ® Livingston, Montana Details
Annie Beaver, CWS ®'s D.A. Davidson & Co. Experience 2008 - Present
Job Associate Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   2008 - Present

Education
University of Denver - Daniels College of Business   1999 — 2001
MBA, Marketing

Grinnell College   1988 — 1992
BA, World Religions

Chris Levine Chris Levine Great Falls, Montana Area Details
Chris Levine's D.A. Davidson & Co. Experience May 2000 - Present
Job Associate Vice President, Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   May 2000 - Present

Education
Montana State University-Bozeman   1996 — 2000
Bachelor's degree, Mathematics

James Ripley James Ripley Boise, Idaho Area Details
James Ripley's D.A. Davidson & Co. Experience October 1995 - Present
Job Senior Financial Advisor with Ripley Financial Management at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 1995 - Present
Dean Witter Reynolds  1993 - 1995

Skills
Weath Management, Retirement Planning, Insurance Planning, Financial Planning, Estate Planning

Education
Boise State University   1989 — 1993
BBA, Finance

University of Idaho   1988 — 1989

Capital High School

Tyler Trost Tyler Trost Great Falls, Montana Details
Tyler Trost's D.A. Davidson & Co. Experience January 2013 - February 2014
Job Computer Systems Administrator at D.A. Davidson Companies
Industry Information Technology and Services
Experience
D.A. Davidson Companies   August 2015 - Present
D.A. Davidson Companies   February 2014 - August 2015
D.A. Davidson & Co.   January 2013 - February 2014
Wyoming Parties Inc.   December 2009 - October 2012

Education
Montana State University-Bozeman   2005 — 2009
Bachelor of Science (BSc)

Montana State University-Great Falls College of Technology   2005 — 2005

William Shiry William Shiry Chicago, Illinois Details
William Shiry's D.A. Davidson & Co. Experience 2012 - 2013
Job Managing Director Investment Banking at BDO Capital Advisors, LLC
Industry Investment Banking
Experience
BDO Capital Advisors, LLC  2013 - Present
D.A. Davidson & Co.   2012 - 2013
McGladrey Capital Markets LLC  2005 - 2012
Ernst & Young Corporate Finance LLC  1996 - 2002
Heller Financial, Inc.   1993 - 1996
Bank of America / Security Pacific Merchant Bank   1987 - 1993

Skills
Investment Banking, Mergers, Private Placements, Capital Raising, Private Equity, Valuation, Corporate Finance, LBO, Business Valuation, Corporate Development, Capital Markets, Financial Structuring, M&A experience, Middle Market, Financial Modeling, Venture Capital, Divestitures, Equities, Structured Finance, Leveraged Finance, Due Diligence, DCF, Fairness Opinions

Education
The University of Michigan   1985 — 1987
Master of Business Administration, Finance

Miami University   1979 — 1983
Bachelor of Business Administration

Simonas Matulionis Simonas Matulionis Lake Oswego, Oregon Details
Simonas Matulionis's D.A. Davidson & Co. Experience November 2011 - August 2015
Job Research Associate at D.A. Davidson & Co.
Industry Investment Management
Experience
D.A. Davidson & Co.   November 2011 - August 2015
Handelsbanken  June 2011 - August 2011

Skills
Equities, Financial Analysis, Valuation, Finance, Investments, Management, PowerPoint, Economics, Bloomberg, Research, Financial Modeling

Education
University of Virginia Darden School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Bentley University
Bachelor of Science, Economic- Finance

Bond University

Carl A Hansen, CFP®, CWS® Carl A Hansen, CFP®, CWS® Billings, Montana Area Details
Carl A Hansen, CFP®, CWS®'s D.A. Davidson & Co. Experience January 1998 - Present
Job Vice President, Financial Advisor
Industry Financial Services
Experience
D.A. Davidson & Co.   January 1998 - Present
Rocky Mountain College  June 2011 - July 2013

Education
College for Financial Planning   2003 — 2005
CFP, Financial Planning

Rocky Mountain College   1981 — 1985
B.S., Business Adm./Economics

Glasgow High School   1977 — 1981

Benjamin Pappas Benjamin Pappas Portland, Oregon Area Details
Benjamin Pappas's D.A. Davidson & Co. Experience August 2010 - Present
Job Vice President, Chief Operating Officer Equity Capital Markets at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   August 2010 - Present
D.A. Davidson & Co.   January 2013 - Present

Skills
Finance, Mergers & Acquisitions, Strategic Planning, Leadership, Marketing, Financial Analysis, Strategic Partnerships, Market Research, Financial Modeling, Product Development, Executive Management, Investments, Cross-functional Team..., Competitive Analysis, Start-ups, Contract Negotiation, Sales, Business Development, Project Management, Vendor Management, Process Improvement, Nonprofits, Program Management, Business Strategy, Strategy, Series 7, Series 66, Series 86, Series 87, Series 24

Education
University of Oregon - Charles H. Lundquist College of Business   2014 — 2016
Master of Business Administration (M.B.A.), Oregon Executive MBA Program

Wharton School, University of Pennsylvania   2013 — 2015
Securities Industry Institute

Linfield College   2000 — 2004
BS, Triple Major: Chemistry, Economics, Math

Mark Kendle Mark Kendle Greater Denver Area Details
Mark Kendle's D.A. Davidson & Co. Experience 2005 - Present
Job Senior Vice President, Senior Quantitative Analyst, D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co.   2005 - Present
Elk Run Condominiums HOA   2010 - 2013
Kirkpatrick Pettis  1991 - 2005

Skills
Public Finance, Tax Increment Financing, Financial Modeling, Bonds, Fixed Income, Capital Markets, Quantitative Analytics, Municipal Bonds, Financial Structuring, Financial Analysis, Analysis, Securities, Portfolio Management, Series 7, Investment Banking

Education
University of Houston   1981 — 1983
MBA, Finance

Purdue University - Krannert School of Management   1976 — 1980
BSIM, Industrial Management

Riley High School   1975 — 1976

Kimberly Sauer Kimberly Sauer Anchorage, Alaska Details
Kimberly Sauer's D.A. Davidson & Co. Experience May 2007 - August 2007
Job Quality Assurance Specialist II at Southcentral Foundation
Industry Hospital & Health Care
Experience
Southcentral Foundation  October 2012 - Present
Southcentral Foundation  February 2010 - September 2012
Ready Care   March 2009 - February 2010
Geneva Woods Health Care Services  August 2008 - March 2009
Gap Inc./Old Navy   August 2007 - April 2008
D.A. Davidson & Co.   May 2007 - August 2007
Gap Inc./Banana Republic   March 2001 - January 2007
Cruise West  April 2004 - August 2005

Skills
Team Building, Healthcare, Nonprofits, Customer Service, Community Outreach, Process Improvement, JCAHO, Public Speaking, Program Development, Management, Leadership Development, Training, Hospitals, Healthcare Management, Program Management, Strategic Planning, Case Management, Sales, Social Media, Microsoft Excel

Education
The George Washington University   2014 — 2016
Masters of Science in Health Science, Health Care Quality

University of Montana   2005 — 2008
Bachelor of Arts, Liberal Studies, Psychology, and Japanese

Bates College   2003 — 2005
N/A, Political Science; Japanese

Dave Preszler, CFP® Dave Preszler, CFP® Medford, Oregon Area Details
Dave Preszler, CFP®'s D.A. Davidson & Co. Experience November 2009 - Present
Job Vice President, Financial Advisor, at DA Davidson
Industry Financial Services
Experience
D.A. Davidson & Co.   November 2009 - Present
UBS Wealth Management  June 2005 - November 2009
Asante Health System  2000 - 2005
Mail Tribune  1997 - 2000
Record Searchlight  1994 - 1997

Skills
Strategic Financial..., Mutual Funds, Investments, Investment Strategies, Portfolio Management, Securities, Estate Planning, Retirement, Insurance, IRAs, Pensions, Employee Benefits, Series 7, Wealth Management, Finance, Investment Advisory

Education
Marylhurst University   2003 — 2005
MBA, Finance

Simpson University   1991 — 1995
BA, English, history

Yreka High School   1987 — 1991

Gary P. Tenner, CFA Gary P. Tenner, CFA Portland, Oregon Area Details
Gary P. Tenner, CFA's D.A. Davidson & Co. Experience October 2010 - Present
Job Vice President, Senior Research Analyst at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co.   October 2010 - Present
Tenner Investment Research, LLC   March 2009 - September 2010
SunTrust Robinson Humphrey  January 2000 - April 2008
Lyon Credit Corporation   1997 - 1999
NatWest  1993 - 1996

Education
Georgia State University - J. Mack Robinson College of Business   1996 — 1997
MBA, Finance

University at Buffalo   1989 — 1993
BA, Geography

Abraham Lincoln High School   1985 — 1989

Bruce Manchester Bruce Manchester Orange County, California Area Details
Bruce Manchester's D.A. Davidson & Co. Experience February 2012 - November 2013
Job Managing Director at NextGen Capital
Industry Investment Banking
Experience
NextGen Capital   June 2014 - Present
D.A. Davidson & Co.   February 2012 - November 2013
McGladrey Capital Markets LLC  July 2005 - January 2012
GFP Advisors LLC   May 2002 - June 2005
Banc of America Securities LLC  1993 - 2001
Bank of America  January 1982 - August 1993
Bank of Montreal  September 1969 - January 1982

Skills
Investment Banking, Private Equity, Project Finance, Corporate Finance, Mergers & Acquisitions, Mergers, Renewable Energy, Commercial Banking, Investments, Capital Raising, LBO, Management, Due Diligence, Corporate Development, Business Valuation, Capital Markets, Asset Management, Private Placements, CRM, Structured Finance, Loan Origination, Valuation, Venture Capital, Leveraged Finance, Divestitures, Financial Structuring, M

Education
University of Toronto - Rotman School of Management   1981 — 1983
MBA, Finance

Queen's University
BA, Physics, Math

Christopher Trebon Christopher Trebon Boulder, Colorado Details
Christopher Trebon's D.A. Davidson & Co. Experience July 2006 - August 2007
Job Key Account Manager at Nite Ize, Inc.
Industry Consumer Electronics
Experience
Nite Ize, Inc.   August 2015 - Present
OtterBox  August 2012 - July 2015
OtterBox  July 2010 - August 2012
OtterBox  August 2009 - July 2010
Smith Barney  August 2007 - February 2009
D.A. Davidson & Co.   July 2006 - August 2007
Smith Barney  August 2003 - July 2006

Skills
Business Development, Training, Coaching, Leadership, Management, Strategy, Mergers & Acquisitions, Networking, Recruiting, Strategic Financial..., Direct Sales, Solution Selling, Human Resources, Team Leadership, Sales Operations, Business Intelligence, Integrated Marketing, Finance, Sales Management, Investments, Enterprise Software, New Business Development, B2B, Sales, Selling, Time Management, Account Management, Interviews, Telecommunications, Product Development, Strategic Planning, Mobile Devices, Retail, Lead Generation, Public Speaking, Business Strategy, Product Management, CRM, Customer Satisfaction, Strategic Partnerships, Sales Process, Channel Partners

Education
Xavier University   1994 — 1998
Bachelor of Arts, Electronic Media, Theology, Business

Central Queensland University   1997 — 1998
Bachelor of Arts, Communications

Gail Biggart Gail Biggart Des Moines, Iowa Details
Gail Biggart's D.A. Davidson & Co. Experience May 2013 - Present
Job Public Finance Associate at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   May 2013 - Present
Public Financial Management  October 2010 - May 2013
Wells Fargo  May 2001 - October 2009

Skills
Public Finance, Compliance, Accounting, Organization, Process Improvement, Managerial Finance, Analysis, Finance, Financial Modeling, Internal Audit, Financial Reporting, Mergers, Financial Analysis, Strategic Financial...

Education
Drake University   1999 — 2000
Bachelor of Business Administration (BBA), Accounting and Business/Management

Paula Knickerbocker Paula Knickerbocker Portland, Oregon Area Details
Paula Knickerbocker's D.A. Davidson & Co. Experience August 1998 - June 1999
Job Acquisitions Analyst at GreenWood Resources, Inc.
Industry Real Estate
Experience
GreenWood Resources, Inc.   December 2013 - Present
Portland Community College  January 2006 - Present
John L. Scott  October 2002 - October 2009
Self-employed  September 2001 - October 2002
The Timber Exchange   June 1999 - August 2001
D.A. Davidson & Co.   August 1998 - June 1999
WTD Industries   1988 - 1998
The Campbell Group  January 1985 - May 1988

Skills
Real Estate, Financial Analysis, Sellers, Investors, Investment Properties

Education
Portland State University
MBA, Business Administration

Michigan State University
B.S., Forestry

Central Michigan University
Conservation/Science

David Jussila David Jussila Greater Denver Area Details
David Jussila's D.A. Davidson & Co. Experience August 2010 - October 2011
Job Senior Equity Trader at Charles Schwab
Industry Financial Services
Experience
Charles Schwab  October 2011 - Present
D.A. Davidson & Co.   August 2010 - October 2011
Piper Jaffray  2002 - 2008

Education
Gustavus Adolphus College   1987 — 1991
B.A., Business Management

James Barber James Barber Los Angeles, California Details
James Barber's D.A. Davidson & Co. Experience June 2009 - August 2009
Job Research Analyst at Causeway Capital Management LLC
Industry Investment Management
Experience
Causeway Capital Management LLC  June 2014 - Present
Putnam Investments  July 2011 - May 2014
Bloomberg  June 2010 - August 2010
D.A. Davidson & Co.   June 2009 - August 2009

Skills
Financial Modeling, Bloomberg, Financial Analysis, Data Analysis, Alternative Investments, Hedge Funds, Capital Markets, Equities, Valuation, Portfolio Management, PowerPoint, Investments, Wealth Management, Investment Strategies, Financial Statement..., Fixed Income, Emerging Markets, Asset Managment, Equity Research, Bloomberg Terminal, Mutual Funds

Education
Gonzaga University - School of Business Administration   2007 — 2011
Finance & Economics

Brock Loen Brock Loen Greater Seattle Area Details
Brock Loen's D.A. Davidson & Co. Experience June 2009 - Present
Job Branch Manager | Portfolio Manager | Investments | D.A. Davidson & Co. |”The Strength of Advice”
Industry Financial Services
Experience
D.A. Davidson & Co.   June 2009 - Present
Ragen MacKenzie - A Division of Wells Fargo Investments, LLC   December 1994 - June 2009
Kidder, Peabody & Co.   July 1990 - December 1994

Skills
Portfolio Management, Investment Management, Estate Planning, Stocks, Bonds, Mutual Funds, Customized Account..., Retirement Planning, Financial Advisory, Financial Planning, Wealth Planning

Education
University of Washington, Michael G. Foster School of Business   1988 — 1990
Master of Business Administration (MBA), Finance

Oregon State University   1980 — 1984
Bachelor of Science (B.S.), Business

John Rogers, CFA John Rogers, CFA Lake Oswego, Oregon Details
John Rogers, CFA's D.A. Davidson & Co. Experience October 1992 - Present
Job Managing Director, Head of Institutional Research at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 1992 - Present

Skills
Equities, Financial Modeling, Investments, Financial Analysis

Education
Columbia Business School   1984 — 1987
Master of Business Administration (M.B.A.)

Seattle University   1979 — 1983
Bachelor's Degree, Humanities/Business

Dean Hall Dean Hall Lake Oswego, Oregon Details
Dean Hall's D.A. Davidson & Co. Experience May 2004 - Present
Job VP, Chief Compliance Officer at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   May 2004 - Present
Bidwell & Company  February 2004 - May 2006

Education
University of Pennsylvania - The Wharton School   2009 — 2010
CRCP, FINRA Institute at the Wharton School

Campbell University, Norman Adrian Wiggins School of Law   1992 — 1995

University of North Carolina at Wilmington   1986 — 1991
BS, Accounting/Finance

Anthony De Maio Anthony De Maio San Francisco Bay Area Details
Anthony De Maio's D.A. Davidson & Co. Experience November 2010 - November 2012
Job Orchard Supply Hardware
Industry Retail
Experience
Orchard Supply Hardware  February 2014 - Present
SD Realty Group   September 2009 - January 2014
D.A. Davidson & Co.   November 2010 - November 2012
Wachovia Securities  August 2006 - July 2010
Swander Pace Capital  July 2004 - July 2006
Credit Suisse First Boston  June 2001 - June 2004
SEO  2001 - 2001

Skills
Accounting, Business Strategy, Competitive Analysis, Debt Restructuring, Equities, Equity Research, Investment Banking, Mergers, Mergers & Acquisitions, Private Equity, Due Diligence

Education
Cornell University   1997 — 2001

Calida Stone Calida Stone Miami/Fort Lauderdale Area Details
Calida Stone's D.A. Davidson & Co. Experience November 2004 - December 2006
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2014 - Present
Wells Fargo Advisors  May 2011 - February 2014
Waddell Group   May 2010 - February 2011
Fortigent, LLC  December 2007 - April 2009
Edelman Financial   January 2007 - December 2007
D.A. Davidson & Co.   November 2004 - December 2006

Skills
Mutual Funds, Analysis, Investments, Financial Analysis, Portfolio Management, Finance

Education
Eastern Washington University   2004 — 2006
Bachelors, Social Science

Erin Moloney Erin Moloney Portland, Oregon Area Details
Erin Moloney's D.A. Davidson & Co. Experience March 2002 - June 2004
Job Senior Manager, Strategy/PMO at Banfield Pet Hospital
Industry Veterinary
Experience
Banfield Pet Hospital  March 2014 - Present
Banfield Pet Hospital  January 2011 - March 2014
Banfield Pet Hospital  October 2009 - January 2011
Mosaic Reseach   April 2008 - November 2008
Merriman Curhan Ford & Co.   July 2004 - April 2008
D.A. Davidson & Co.   March 2002 - June 2004
Wells Fargo Securities  August 2000 - March 2002

Skills
Financial Analysis, Equity Research, Retail, Operations Management, Strategic Financial..., Financial Modeling, Team Building, Analysis, P&L, Financial Planning, Business Strategy, Finance, Forecasting, Accounting, Mergers & Acquisitions, Income Statement, Customer Service, Training, Budgets

Education
Portland State University   1997 — 2000
Bachelor of Arts, Accounting

Clay Gehring Clay Gehring Spokane, Washington Area Details
Clay Gehring's D.A. Davidson & Co. Experience January 1998 - January 2003
Job Executive Director, Technology & Information Services at Spokane Public Schools
Industry Primary/Secondary Education
Experience
Spokane Public Schools  July 2010 - Present
D. A. Davidson & Co.   2003 - June 2010
Davidson Companies  2003 - June 2010
D.A. Davidson & Co.   January 1998 - January 2003
Montana State Univ College of Technology   August 1991 - May 1998

Skills
Project Management, Strategic Planning, Leadership, Program Management, Disaster Recovery, Technology Integration

Education
Montana State University-Bozeman   1992 — 1998
Doctorate (Ed.D), Adult Education

University of Idaho   1986 — 1991
Master of Education (M.Ed.), Business Education

Robert Converse Robert Converse Greater Denver Area Details
Robert Converse's D.A. Davidson & Co. Experience November 2003 - April 2005
Job sAA, MBA
Industry Hospital & Health Care
Experience
University of Colorado Hospital  March 2009 - March 2014
Charles Schwab & Co  October 2005 - February 2007
D.A. Davidson & Co.   November 2003 - April 2005
NWQ Investment Management Company  June 2002 - October 2003
Burgwyn Perry and Rose LLC   June 2001 - September 2001

Skills
Respiratory Therapy, Critical Care, Hospitals, Financial Modeling, ICU, Healthcare, Analysis, Training, EMR, Finance, Healthcare Management

Education
University of Colorado Denver   2014 — 2016
Master's Degree, Anesthesiologist Assistant

PIMA Medical Institute   2007 — 2009
Associate of Occupational Studies, Respiratory Therapy

Regis University   2004 — 2005
Master of Business Administration (MBA), Finance, General

University of Denver   1999 — 2003
BSBA, Finance

Craig Korte Craig Korte Greater Chicago Area Details
Craig Korte's D.A. Davidson & Co. Experience July 2014 - Present
Job Managing Director at D.A. Davidson & Company
Industry Investment Banking
Experience
D.A. Davidson & Co.   July 2014 - Present
Lazard Middle Market  October 2005 - December 2013

Education
The University of Chicago Booth School of Business   1999 — 2001
MBA

Georgetown University   1990 — 1994

St. Louis University High

St. Louis University High

Jennifer Angell Jennifer Angell Miami/Fort Lauderdale Area Details
Jennifer Angell's D.A. Davidson & Co. Experience May 1998 - August 2001
Job Client Services Manager at TEKgroup International
Industry Information Technology and Services
Experience
TEKgroup International  August 2001 - Present
D.A. Davidson & Co.   May 1998 - August 2001

Skills
Social Media, SEO, Web Development, HTML, Web Design, Online Marketing, Email Marketing, ColdFusion, XML, SQL, CSS, Digital Marketing, Customer Relations, SQL Server, JavaScript, Social Media Marketing, Digital Strategy, Wordpress, jQuery, Public Relations, MySQL, Customer Service, Web Analytics, Google Analytics, Java, AJAX, SEM, WordPress, E-commerce, Website Development, CRM

Education
Montana State University-Billings   1995 — 1999

Kyle Kaylor Kyle Kaylor Costa Mesa, California Details
Kyle Kaylor's D.A. Davidson & Co. Experience July 2014 - Present
Job Director at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co.   July 2014 - Present
SunTrust Robinson Humphrey  May 2013 - June 2014
Morgan Keegan  October 2010 - April 2012
Stifel Nicolaus  January 2009 - September 2010
CNL Financial Group  March 2008 - December 2008
Banc of America Securities  May 2004 - March 2008
Legg Mason Wood Walker  July 2003 - May 2004
United States Navy  August 1994 - December 2002
Northrop Grumman  June 1992 - June 1994
Hughes Aircraft Company  June 1991 - June 1992

Education
University of Maryland - Robert H. Smith School of Business   2001 — 2003
MBA, Finance

California State Polytechnic University-Pomona   1986 — 1991
BS, Aerospace Engineering

Sam Sharp Sam Sharp Greater Denver Area Details
Sam Sharp's D.A. Davidson & Co. Experience June 1999 - Present
Job Managing Director, Public Finance
Industry Financial Services
Experience
D.A. Davidson & Co.   June 1999 - Present
JFCS  June 1996 - June 1997

Skills
Financial Analysis, Strategy, Financial Modeling, Real Estate, Investment Banking, Asset Managment, Investments, Public Finance, Due Diligence, Investment Properties, Real Estate Economics, Strategic Planning, Real Estate Financing, Negotiation, Capital Markets, Mergers & Acquisitions, Business Strategy

Education
Columbia University - School of International and Public Affairs   1997 — 1999
MPA, Public Finance

Occidental College   1992 — 1996
BA, Biology and Politics

Tom Hazen Tom Hazen Great Falls, Montana Area Details
Tom Hazen's D.A. Davidson & Co. Experience June 2012 - August 2012
Job Law Clerk at Berkshire Hathaway
Industry Legal Services
Experience
Berkshire Hathaway  January 2014 - Present
D.A. Davidson & Co.   June 2012 - August 2012
D.A. Davidson & Co.   February 2007 - August 2011
Wells Fargo  July 2005 - February 2007

Education
Creighton University School of Law   2011 — 2014
Doctor of Law (JD), Law (Tax & Business Concentration)

Monmouth College   1997 — 2003

Gino DiLello, CFA Gino DiLello, CFA Greater Denver Area Details
Gino DiLello, CFA's D.A. Davidson & Co. Experience October 2003 - Present
Job Senior Vice President, Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 2003 - Present
American Skandia  June 2001 - September 2003
Merrill Lynch  January 1999 - April 2001

Skills
Alternative Investments, Series 7, Equities, Asset Allocation, Series 63, Investments, Equity Research, Portfolio Management

Education
Colorado State University   1994 — 1998

Marian Lee Marian Lee Honolulu, Hawaii Details
Marian Lee's D.A. Davidson & Co. Experience October 2008 - 2009
Job Entrepreneur, Owner of Mojo Barbershop & Social Club
Industry Consumer Services
Experience
Mojo Barbershop & Social Club   2011 - Present
D.A. Davidson & Co.   October 2008 - 2009
R.V. Kuhns & Associates   October 2007 - October 2008
Wells Fargo Investments  September 2005 - October 2007
Mercantile  June 2004 - June 2005

Skills
Entrepreneurship, Business Development, Business Strategy, Investments, Banking, Valuation, Portfolio Management, Small Business Marketing, Social Media Marketing, Customer Service

Education
Portland State University   2005 — 2008
M.B.A., Finance

University of Puget Sound   1998 — 2002
B.S., Biology

Kevin Giboney Kevin Giboney Greater Seattle Area Details
Kevin Giboney's D.A. Davidson & Co. Experience January 1999 - December 2002
Job Principal at Allstate
Industry Insurance
Experience
Allstate  August 2005 - Present
D.A. Davidson & Co.   January 1999 - December 2002
The Walter Group  January 1997 - December 1999

Skills
Fixed Annuities, Insurance, Investments, Disability Insurance, Equities, Retirement, Umbrella Insurance, Long-term Care, Underwriting, Life Insurance, Commercial Insurance, Health Insurance, Retirement Planning, Finance, Property & Casualty..., General Insurance, Brokers, Liability, Professional Liability, Claim, Workers Compensation

Education
Seattle University   1995 — 1996
MBA, Finance

Western Washington University   1991 — 1993
MS, Science

Pepperdine University   1987 — 1991
Bachelor of Science (BS)

Rick Shelby Rick Shelby Greater Seattle Area Details
Rick Shelby's D.A. Davidson & Co. Experience June 1999 - Present
Job Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   June 1999 - Present
KeyBanc Capital Markets  February 1996 - June 1999
U.S. Bank   February 1992 - February 1993

Skills
Investments, Investment Strategies, Retirement Planning, Series 7, Asset Allocation, High Net Worth..., Mutual Funds, Wealth Management, Investment Advisory, Securities, Financial Advisory, Strategic Financial..., Retirement, Series 63, Portfolio Management, Financial Modeling, Equities, Estate Planning, Financial Analysis, Asset Management, 401k

Education
Bellevue Community College   1975 — 1979
Accounting and Finance

Robert Kerby Robert Kerby Omaha, Nebraska Details
Robert Kerby's D.A. Davidson & Co. Experience December 2009 - Present
Job Financial Consultant D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   December 2009 - Present

Education
Iowa State University   1978 — 1980
Bachelor of Arts (BA), Communications/ Documentary Film

University of Nebraska-Lincoln   1975 — 1977
Undeclared

Bernie Schlotman Bernie Schlotman San Francisco Bay Area Details
Bernie Schlotman's D.A. Davidson & Co. Experience July 1997 - December 1997
Job Sales and Service Rep
Industry Financial Services
Experience
Wells Fargo  December 2014 - Present
Charles Schwab  June 2005 - January 2006
Addeco contract assignment at Charles Schwab   December 2004 - June 2005
Charles Schwab  December 1997 - January 2002
D.A. Davidson & Co.   July 1997 - December 1997
Charles Schwab  January 1996 - July 1997
Ramsden Securities   June 1995 - January 1996
Pacific Stock Exchange  January 1994 - June 1995

Skills
Trading, Investments, Portfolio Management, Hedge Funds, Options, Equities, Fixed Income, Investment Management, Wealth Management, Financial Services

Education
University of California, Berkeley   2012 — 2014
Bachelor's Degree, Economics

College of Marin   2007 — 2012
Economics

Kaitlin Beller Kaitlin Beller Greater Seattle Area Details
Kaitlin Beller's D.A. Davidson & Co. Experience September 2011 - April 2014
Job Program Consultant (Inviso) at Microsoft
Industry Financial Services
Experience
Microsoft  February 2015 - Present
Inviso  April 2014 - February 2015
D.A. Davidson & Co.   September 2011 - April 2014
D.A. Davidson & Co.   June 2011 - September 2011
D.A. Davidson & Co.   December 2010 - June 2011
Windermere Real Estate  November 2009 - June 2010

Skills
Customer Service, Spanish, Sales, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Investments, Finance, Financial Services

Education
Gonzaga University   2006 — 2009
Bachelor of Arts, Applied Communication, Spanish, Cum Laude

Utah Valley University   2005 — 2006

Darlene Kaska Darlene Kaska Kansas City, Missouri Details
Darlene Kaska's D.A. Davidson & Co. Experience January 2007 - February 2011
Job Client Specialist
Industry Financial Services
Experience
American Century Investments  February 2011 - Present
D.A. Davidson & Co.   January 2007 - February 2011
American Century Investments  April 1992 - June 2005

Skills
Retirement Planning, Series 7, Mutual Funds, Fixed Income, Series 63, Investments, FINRA, Securities, Uniform Combined State..., Asset Management, Series 6, Financial Services, Asset Allocation

Education
Iowa State University

Susan Zins Susan Zins Missoula, Montana Area Details
Susan Zins's D.A. Davidson & Co. Experience
Job Senior Registered Associate at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.  

Education
Colorado State University

Kasia Benoit Kasia Benoit Portland, Oregon Area Details
Kasia Benoit's D.A. Davidson & Co. Experience 2010 - 2014
Job Associate Public Finance at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   2010 - 2014
MADA  2009 - 2011
Twilight Photography   2009 - July 2010
Voila! Consulting   2009 - 2010
Babcock & Jenkins  2009 - 2009
MTR Western  2008 - 2009
Nordstrom  2006 - 2008
Nordstrom  2006 - 2006

Skills
Leadership, Training, Marketing, CRM, Management, Microsoft Word, Sales

Education
University of Portland   2009 — 2013
MBA, Business

Seattle University   2008 — 2009
MBA, Business

Oregon State University   2002 — 2006
Merchandising Management

Clackamas High School

Kevin Director Kevin Director Portland, Oregon Area Details
Kevin Director's D.A. Davidson & Co. Experience July 2004 - Present
Job Managing Director, Institutional Sales at D.A.davidson
Industry Investment Banking
Experience
D.A. Davidson & Co.   July 2004 - Present
Wells Fargo Securities  November 2001 - June 2004

Skills
Series 7

Education
Colorado College   1980 — 1984
bachelor of arts, business economics

bs in bus/econ

Fred Sirianni, CWS ® Fred Sirianni, CWS ® Greater Seattle Area Details
Fred Sirianni, CWS ®'s D.A. Davidson & Co. Experience August 2008 - Present
Job Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   August 2008 - Present
UBS Financial Services / Piper Jaffray   1994 - 2008

Skills
Retirement Planning, Investments, Asset Allocation, Series 7, Investment Strategies, Wealth Management, 401k, Risk Management, Retirement, Series 63, Strategic Financial..., Finance, Estate Planning, Portfolio Management

Education
Purdue University   1984 — 1988
BS, Organizational Communication

Rodrigo Hulse Rodrigo Hulse Portland, Oregon Area Details
Rodrigo Hulse's D.A. Davidson & Co. Experience 1998 - 2003
Job Mortgage Banker NMLS #1033813
Industry Financial Services
Experience
Peak Mortgage  2013 - Present
Epiq Systems  2011 - 2013
Epiq Systems  2007 - 2011
New Century Financial (formerly RBC Mortgage)   2005 - 2007
D.A. Davidson & Co.   1998 - 2003
DeSpain & Coby LLC   1995 - 1998

Skills
Financial Analysis, Financial Modeling, Process Improvement, Forecasting, Microsoft Excel, Budgets, Accounting, Strategic Planning, Business Analysis, Internal Audit, Microsoft SQL Server, Sales, Management, Customer Service, Microsoft Office, Access, Analysis, Finance, Risk Management, Data Analysis

Education
Portland State University - School of Business   2007 — 2009
MS, Financial Analysis

Lewis and Clark College
BA, Business Administration

Nataleah Dietzmann Nataleah Dietzmann Seattle, Washington Details
Nataleah Dietzmann's D.A. Davidson & Co. Experience 2011 - 2013
Job Director of Marketing at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies   2013 - Present
D.A. Davidson & Co.   2011 - 2013
Morgan Stanley Smith Barney  2007 - 2011
Smith Barney  2000 - 2007
Smith Barney  1997 - 2000
Smith Barney Shearson  1994 - 1997
Shearson Lehman Hutton  1988 - 1994
Century 21  1982 - 1988

Skills
Branch Management, Series 8, Series 4, Series 3, Series 65, Series 7, Series 63, FINRA, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Wealth Management..., Investment Strategies, Insurance Life & Helath, Retirement Planning

Education
California State University-Long Beach
Bachelor of Science, Finance

Ranee Chew-Hopkins Ranee Chew-Hopkins Great Falls, Montana Details
Ranee Chew-Hopkins's D.A. Davidson & Co. Experience October 2012 - Present
Job Vice President, Director of Human Capital at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co.   October 2012 - Present
D.A. Davidson & Co.   October 2009 - October 2012
Goldman, Sachs & Co.   2000 - 2009

Education
Brown University
Bachelor of Arts (B.A.), Economics

Cory Mitchell Cory Mitchell Chicago, Illinois Details
Cory Mitchell's D.A. Davidson & Co. Experience January 2012 - May 2014
Job Research Analyst at Coe Capital Management
Industry Financial Services
Experience
Coe Capital Management  May 2014 - Present
D.A. Davidson & Co.   January 2012 - May 2014
Clayton Fixed Income Services  September 2010 - January 2012
Summit Student Investment Fund  August 2009 - May 2010

Education
Colorado State University   2006 — 2010
BS, Finance, Investment Analysis. Economics

Jerry Duncan Jerry Duncan Eugene, Oregon Area Details
Jerry Duncan's D.A. Davidson & Co. Experience May 2009 - Present
Job
Industry Financial Services
Experience
D.A. Davidson & Co.   May 2009 - Present
A.G. Edwards & Sons, Inc.   January 1992 - May 2009
Roseburg, OR   1974 - 1992

Skills
Finance, Wealth Management, Mutual Funds, Retirement Planning, Securities, Series 7, Portfolio Management, Investments, Series 63, Strategic Financial..., Equities, Asset Allocation, Asset Management, Investment Strategies, Retirement, Banking

Education
Sacred Heart Hospital   1973 — 1974
School of Medical Technology

Biola University   1967 — 1972
B.S. B.A., Biollogical Science & Physican Education

Nancy Nicholson Nancy Nicholson Helena, Montana Details
Nancy Nicholson's D.A. Davidson & Co. Experience January 1985 - September 2007
Job
Industry Investment Management
Experience
D.A. Davidson & Co.   January 1985 - September 2007

Skills
Public Speaking, Strategic Planning, Personal Financial..., Research, Nonprofits, Fundraising, Budgets, Event Planning, Community Outreach, Public Policy, Leadership, Leadership Development, Public Relations

Education
Montana State University-Billings   1977 — 1978
M.S., Counseling

Montana State University-Bozeman   1968 — 1972
B.S., Sociology

Maria Elvrum Maria Elvrum Greater Seattle Area Details
Maria Elvrum's D.A. Davidson & Co. Experience December 2006 - October 2011
Job Independent Administrative Professional
Industry Hospital & Health Care
Experience
REI  November 2014 - September 2015
Snoqualmie Falls Golf Course Grill   April 2014 - November 2014
D.A. Davidson & Co.   December 2006 - October 2011
Seattle-Northwest Securities Corporation  November 1999 - December 2006
NorthWest Cable News  June 1998 - November 1999

Skills
Project Management, Budgets, Customer Service, Project Planning, Event Planning, Works with Autonomy, Marketing, Health Unit Coordinator..., Administrative..., Microsoft Excel, PowerPoint, Microsoft Word, Database Management, Medical Terminology, Prioritizes Tasks..., Resourceful, HIPAA, Basic Pharmacology, Medical Law & Ethics, HIV/Aids Prevention..., AHA BLS for Healthcare..., Social Media, Inventory, Vendor Management

Education
Bellevue College   2013 — 2014
Health Unit Coordinator ("HUC") and Medical Reception Certificates, Health Professions, 3.95 GPA

Jerry Hoover Jerry Hoover Helena, Montana Details
Jerry Hoover's D.A. Davidson & Co. Experience October 2001 - January 2006
Job Healthcare Financing
Industry Investment Banking
Experience
BOJOCO   July 1987 - Present
Pine Creek Healthcare Capital   July 2006 - January 2008
D.A. Davidson & Co.   October 2001 - January 2006

Education
University of Montana   1967 — 1969
Master of Arts (M.A.)

Montana State University-Bozeman   1963 — 1967
Bachelor of Arts (B.A.)

Christopher Tiano Christopher Tiano New York, New York Details
Christopher Tiano's D.A. Davidson & Co. Experience June 2013 - April 2014
Job Associate at Balfour Beatty Infrastructure Partners
Industry Venture Capital & Private Equity
Experience
Balfour Beatty Infrastructure Partners   June 2015 - Present
DNB Markets  May 2014 - May 2015
D.A. Davidson & Co.   June 2013 - April 2014

Skills
Financial Modeling, Valuation, Investments

Education
Columbia University in the City of New York   2008 — 2011
BA, Economics

William Penn Charter School

Kassie Longfellow, RP® Kassie Longfellow, RP® Great Falls, Montana Details
Kassie Longfellow, RP®'s D.A. Davidson & Co. Experience January 2014 - Present
Job Branch Operations Manager, Registered Client Associate at D.A. Davidson & Co.
Industry Higher Education
Experience
D.A. Davidson & Co.   January 2014 - Present
University of Great Falls  August 2013 - January 2014

Education
University of Great Falls   2007 — 2010
Bachelor of Science in Business Administration, Minor in Communications

Rocky Mountain College   2006 — 2007

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