D.A. Davidson & Co.
Industry: Investment banking company
DescriptionFounder: 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
Michael L Morrison Michael L Morrison's D.A. Davidson & Co. Experience November 1993 - February 2013
Job CMO at Chief Outsiders
Industry Financial Services
Experience
Chief Outsiders May 2015 - Present
Michael L Morrison Marketing June 2014 - Present
Aequitas Capital Management August 2013 - June 2014
D.A. Davidson & Co. November 1993 - February 2013
Tramex Travel April 1983 - October 1993
Skills
Advertising, Public Relations, Marketing, Strategy, Online Marketing, Copywriting, Strategic Planning, Event Planning, Marketing Strategy, Public Speaking, Leadership, Media Relations, Management, Business Development, Speech Writing, Social Media, Product Marketing, Vendor Relations, Communication, Corporate Branding, Strategic Communications, Executive Management, Alternative Investments, Digital Media, Creative Direction, Financial Services, Strategic and Marketing..., Budgeting, Expense Control, Crisis Management, Talent Management, Special Event Planning, media, Customer Relations, Agency Relationship..., Talent Identification &..., Employee Engagement, Leading Organizational..., Product Development, Vendor Management, Internal Communications, Brand Marketing, eCommerce, Client Communications, Financial Communications, Website Development, Efficiency Improvements, Rebranding, Promotions, Turnaround Initiatives
Education
University of Montana 1975 — 1978
Chief Outsiders May 2015 - Present
Michael L Morrison Marketing June 2014 - Present
Aequitas Capital Management August 2013 - June 2014
D.A. Davidson & Co. November 1993 - February 2013
Tramex Travel April 1983 - October 1993
Skills
Advertising, Public Relations, Marketing, Strategy, Online Marketing, Copywriting, Strategic Planning, Event Planning, Marketing Strategy, Public Speaking, Leadership, Media Relations, Management, Business Development, Speech Writing, Social Media, Product Marketing, Vendor Relations, Communication, Corporate Branding, Strategic Communications, Executive Management, Alternative Investments, Digital Media, Creative Direction, Financial Services, Strategic and Marketing..., Budgeting, Expense Control, Crisis Management, Talent Management, Special Event Planning, media, Customer Relations, Agency Relationship..., Talent Identification &..., Employee Engagement, Leading Organizational..., Product Development, Vendor Management, Internal Communications, Brand Marketing, eCommerce, Client Communications, Financial Communications, Website Development, Efficiency Improvements, Rebranding, Promotions, Turnaround Initiatives
Education
University of Montana 1975 — 1978
Todd Preston Todd Preston's D.A. Davidson & Co. Experience October 1995 - Present
Job Sr. Vice President, Financial Advisor, Branch Manager at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. October 1995 - Present
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Retirement, Investment Advisory, Series 7, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Strategies, Securities, Asset Management, FINRA
Education
The University of Montana - School of Business Administration 1980 — 1984
Bachelor of Science, Management and Finance
D.A. Davidson & Co. October 1995 - Present
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Retirement, Investment Advisory, Series 7, Series 63, Asset Allocation, Mutual Funds, Strategic Financial..., Investment Strategies, Securities, Asset Management, FINRA
Education
The University of Montana - School of Business Administration 1980 — 1984
Bachelor of Science, Management and Finance
Jeremy Sage, MBA Jeremy Sage, MBA's D.A. Davidson & Co. Experience May 2014 - Present
Job Financial Services Intern at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. May 2014 - Present
Atkinson Graduate School of Management August 2013 - May 2014
Atkinson Graduate School of Management June 2013 - September 2013
The Imani Project August 2012 - May 2013
The Fellowship of Christian Cheerleaders May 2007 - August 2012
North Coast Gymnastics Academy October 2008 - May 2009
Flying Colors September 2007 - May 2008
Skills
Microsoft Excel, Minitab, Parallel Computing, International Economics, Industrial Organization, Cheerleading, Tumbling, Snowboarding, Weight Training, Video Editing, Video Production, Project Management, Data Analysis, PowerPoint, Market Research, SPSS, Strategic Planning, Leadership, Research, Social Media, Microsoft Office, Team Leadership, Public Speaking, Case Analysis, Statistics, Proposal Writing, Economics, Investments, Operations Management, Program Management, Quantitative Analytics
Education
Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Willamette University, Finance and Operations, 3.951
University of Hawaii at Manoa 2009 — 2011
Bachelor's degree, Economics
Western Washington University 2006 — 2009
Finance, General
Kings High School 2002 — 2006
D.A. Davidson & Co. May 2014 - Present
Atkinson Graduate School of Management August 2013 - May 2014
Atkinson Graduate School of Management June 2013 - September 2013
The Imani Project August 2012 - May 2013
The Fellowship of Christian Cheerleaders May 2007 - August 2012
North Coast Gymnastics Academy October 2008 - May 2009
Flying Colors September 2007 - May 2008
Skills
Microsoft Excel, Minitab, Parallel Computing, International Economics, Industrial Organization, Cheerleading, Tumbling, Snowboarding, Weight Training, Video Editing, Video Production, Project Management, Data Analysis, PowerPoint, Market Research, SPSS, Strategic Planning, Leadership, Research, Social Media, Microsoft Office, Team Leadership, Public Speaking, Case Analysis, Statistics, Proposal Writing, Economics, Investments, Operations Management, Program Management, Quantitative Analytics
Education
Atkinson Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Willamette University, Finance and Operations, 3.951
University of Hawaii at Manoa 2009 — 2011
Bachelor's degree, Economics
Western Washington University 2006 — 2009
Finance, General
Kings High School 2002 — 2006
Benjamin Oveson Benjamin Oveson's D.A. Davidson & Co. Experience November 2011 - April 2014
Job MBA Candidate at the Red McCombs School of Business at University of Texas
Industry Financial Services
Experience
Jefferies June 2015 - July 2015
D.A. Davidson & Co. November 2011 - April 2014
Zions Bank August 2010 - October 2011
Zions Bank June 2010 - July 2010
Skills
Financial Modeling, Investment Research, Fundamental Analysis, Equity Valuation, Financial Technology..., Series 7, Equity Research, Capital Markets, Hedge Funds, Series 63, Long/Short Equity, Value Investing, Equity Research Analysis, Institutional Investors, Portfolio Management, Stock Picking, Chartered Financial..., Series 86, Series 87, Mutual Funds
Education
Utah State University 2006 — 2010
Bachelor of Arts, Art
The University of Texas at Austin - Red McCombs School of Business
Jefferies June 2015 - July 2015
D.A. Davidson & Co. November 2011 - April 2014
Zions Bank August 2010 - October 2011
Zions Bank June 2010 - July 2010
Skills
Financial Modeling, Investment Research, Fundamental Analysis, Equity Valuation, Financial Technology..., Series 7, Equity Research, Capital Markets, Hedge Funds, Series 63, Long/Short Equity, Value Investing, Equity Research Analysis, Institutional Investors, Portfolio Management, Stock Picking, Chartered Financial..., Series 86, Series 87, Mutual Funds
Education
Utah State University 2006 — 2010
Bachelor of Arts, Art
The University of Texas at Austin - Red McCombs School of Business
Richard Tschetter Richard Tschetter's D.A. Davidson & Co. Experience 2005 - Present
Job Senior Vice President at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. 2005 - Present
Ragen MacKenzie 1988 - 2005
EF Hutton-Shearson 1978 - 1988
Merrill Lynch 1973 - 1978
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Equities, Series 7
Education
The University of South Dakota
Master of Business Administration (M.B.A.); B.A. Political Science
D.A. Davidson & Co. 2005 - Present
Ragen MacKenzie 1988 - 2005
EF Hutton-Shearson 1978 - 1988
Merrill Lynch 1973 - 1978
Skills
Retirement Planning, Investments, Portfolio Management, Wealth Management, Equities, Series 7
Education
The University of South Dakota
Master of Business Administration (M.B.A.); B.A. Political Science
Desiree Molloy's D.A. Davidson & Co. Experience September 2009 - Present
Job Supervisory Branch Operations Manager at D.A. Davidson & Co. Medford|Klamath Falls|Roseburg
Industry Financial Services
Experience
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney August 1992 - September 2009
Education
Southern Oregon University
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney August 1992 - September 2009
Education
Southern Oregon University
Ryan Kuehl's D.A. Davidson & Co. Experience May 2012 - August 2012
Job Associate Broker at Investors Realty, Inc.
Industry Commercial Real Estate
Experience
Investors Realty, Inc. March 2014 - Present
Investors Realty, Inc. May 2013 - August 2013
D.A. Davidson & Co. May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Commercial Real Estate, Real Estate Investment..., Leadership, Marketing, Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Project Finance, Project Management, Project Planning, Commercial Real Estate..., Real Estate Economics, Business Development
Education
University of Kansas 2009 — 2013
Finance
Investors Realty, Inc. March 2014 - Present
Investors Realty, Inc. May 2013 - August 2013
D.A. Davidson & Co. May 2012 - August 2012
Skills
Financial Analysis, Microsoft Excel, Microsoft Office, Sales, Commercial Real Estate, Real Estate Investment..., Leadership, Marketing, Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Financing, Commercial Real Estate..., Commercial Real Estate..., Project Finance, Project Management, Project Planning, Commercial Real Estate..., Real Estate Economics, Business Development
Education
University of Kansas 2009 — 2013
Finance
Roy Lin Roy Lin's D.A. Davidson & Co. Experience August 2012 - March 2015
Job Junior Trader, AVP at UnionBanc Investment Services
Industry Financial Services
Experience
Union Bank March 2015 - Present
D.A. Davidson & Co. August 2012 - March 2015
Light Tower Investments July 2012 - August 2012
Keystone Capital Corporation February 2012 - June 2012
International Financial and Insurance Services, Inc. August 2011 - December 2011
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance
Union Bank March 2015 - Present
D.A. Davidson & Co. August 2012 - March 2015
Light Tower Investments July 2012 - August 2012
Keystone Capital Corporation February 2012 - June 2012
International Financial and Insurance Services, Inc. August 2011 - December 2011
Education
San Diego State University-California State University
Bachelor of Business Administration (BBA), Finance
Paul Thronson's D.A. Davidson & Co. Experience September 2010 - January 2013
Job Senior VP IT Services and Support
Industry Information Technology and Services
Experience
Heritage Bank NA September 2013 - Present
D.A. Davidson & Co. September 2010 - January 2013
Great Western Bank October 1998 - October 2010
Eide Bailly LLP October 1996 - October 1998
Gateway April 1993 - August 1995
Skills
Finra Certified..., IT Management, Network Design, Network Architecture, IT Solutions, Network Administration, IT Service Management, Vendor Management, IT Strategy, Troubleshooting, Staff Development, Staff Management, Talent Acquisition, Disaster Recovery, Active Directory, VoIP, WAN, Managed Services, Telecommunications, Data Center, Cloud Computing, VMware, Firewalls, Information Technology, Storage, Technical Support, Servers, ITIL, System Administration, Microsoft Exchange, Windows Server, Cisco Technologies, Networking, Security, Virtualization, Network Security, LAN-WAN, System Deployment, Help Desk Support, IT Operations, Infrastructure, Management, Leadership, Strategic Planning
Education
The University of South Dakota 1989 — 1993
Bacherlors of Science, English Language and Literature, Biology
Roncalli High School 1984 — 1989
Diploma
Heritage Bank NA September 2013 - Present
D.A. Davidson & Co. September 2010 - January 2013
Great Western Bank October 1998 - October 2010
Eide Bailly LLP October 1996 - October 1998
Gateway April 1993 - August 1995
Skills
Finra Certified..., IT Management, Network Design, Network Architecture, IT Solutions, Network Administration, IT Service Management, Vendor Management, IT Strategy, Troubleshooting, Staff Development, Staff Management, Talent Acquisition, Disaster Recovery, Active Directory, VoIP, WAN, Managed Services, Telecommunications, Data Center, Cloud Computing, VMware, Firewalls, Information Technology, Storage, Technical Support, Servers, ITIL, System Administration, Microsoft Exchange, Windows Server, Cisco Technologies, Networking, Security, Virtualization, Network Security, LAN-WAN, System Deployment, Help Desk Support, IT Operations, Infrastructure, Management, Leadership, Strategic Planning
Education
The University of South Dakota 1989 — 1993
Bacherlors of Science, English Language and Literature, Biology
Roncalli High School 1984 — 1989
Diploma
Brian Lovett Brian Lovett's D.A. Davidson & Co. Experience June 2005 - August 2005
Job Operating Advisor at Francisco Partners
Industry Venture Capital & Private Equity
Experience
Francisco Partners June 2014 - Present
Auction.com June 2013 - August 2013
Apple July 2010 - September 2012
Merrill Lynch February 2008 - June 2010
Pacific Growth Equities June 2006 - October 2007
D.A. Davidson & Co. June 2005 - August 2005
Skills
Corporate Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Corporate Development, Valuation, Business Strategy, Private Equity, Start-ups, Entrepreneurship, Investment Banking, Business Valuation
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lincoln High School
Francisco Partners June 2014 - Present
Auction.com June 2013 - August 2013
Apple July 2010 - September 2012
Merrill Lynch February 2008 - June 2010
Pacific Growth Equities June 2006 - October 2007
D.A. Davidson & Co. June 2005 - August 2005
Skills
Corporate Finance, Strategy, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Venture Capital, Due Diligence, Competitive Analysis, Corporate Development, Valuation, Business Strategy, Private Equity, Start-ups, Entrepreneurship, Investment Banking, Business Valuation
Education
Stanford Graduate School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Southern California 2002 — 2006
Bachelor of Science (B.S.), Business Administration
Lincoln High School
Joshua DiBiasi Joshua DiBiasi's D.A. Davidson & Co. Experience July 2014 - Present
Job Investment Banking Analyst at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2014 - Present
JDB Capital Investment Bank May 2013 - August 2013
Clean Energy Capital, LLC. November 2012 - May 2013
Tucson Electric Power May 2012 - November 2012
Sterling Financial Services, LLC May 2008 - May 2012
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Financial Accounting, Microsoft Excel, Leadership, Work Ethic, Public Speaking
Education
University of Arizona 2010 — 2014
Bachelor of Science, Business Administration; Business / Accounting / Finance
D.A. Davidson & Co. July 2014 - Present
JDB Capital Investment Bank May 2013 - August 2013
Clean Energy Capital, LLC. November 2012 - May 2013
Tucson Electric Power May 2012 - November 2012
Sterling Financial Services, LLC May 2008 - May 2012
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Financial Accounting, Microsoft Excel, Leadership, Work Ethic, Public Speaking
Education
University of Arizona 2010 — 2014
Bachelor of Science, Business Administration; Business / Accounting / Finance
Douglas Koester Douglas Koester's D.A. Davidson & Co. Experience 2001 - 2002
Job CEO at MakeAWish Montana
Industry Nonprofit Organization Management
Experience
Make-A-Wish Montana 2015 - Present
Camp Mak-A-Dream April 2014 - May 2015
County Line Montana 2000 - 2015
Biomimicry 3.8 Institute March 2012 - October 2013
American Heart Association 2002 - September 2011
D.A. Davidson & Co. 2001 - 2002
Prudential Financial 1998 - 2001
Education
The University of Montana
Zoology
Make-A-Wish Montana 2015 - Present
Camp Mak-A-Dream April 2014 - May 2015
County Line Montana 2000 - 2015
Biomimicry 3.8 Institute March 2012 - October 2013
American Heart Association 2002 - September 2011
D.A. Davidson & Co. 2001 - 2002
Prudential Financial 1998 - 2001
Education
The University of Montana
Zoology
Amber Petro Amber Petro's D.A. Davidson & Co. Experience October 2008 - Present
Job Registered Client Associate at D.A. Davidson & Co.
Industry Financial Services
Experience
Yellowstone Cellars & Winery February 2012 - Present
D.A. Davidson & Co. October 2008 - Present
Education
Sheridan College
Yellowstone Cellars & Winery February 2012 - Present
D.A. Davidson & Co. October 2008 - Present
Education
Sheridan College
Kristine Sayer Strohm's D.A. Davidson & Co. Experience January 1997 - June 1998
Job Corporate Paralegal at Holland & Hart LLP
Industry Legal Services
Experience
Holland & Hart LLP July 2012 - Present
Syngetna Seeds, Inc. January 2009 - July 2012
Wilson Sonsini Goodrich and Rosati 1999 - 2008
D.A. Davidson & Co. January 1997 - June 1998
Skills
Legal Research, Corporate Governance, Mergers & Acquisitions, Venture Capital and..., Emerging Growth..., Stock Plan..., Mergers, Due Diligence, Stocks, Securities Regulation, Corporate Law, IPO, Legal Writing, Corporate Finance, Securities, Intellectual Property, Analysis
Education
The University of Montana 1991 — 1996
BS, Finance and Accounting
Holland & Hart LLP July 2012 - Present
Syngetna Seeds, Inc. January 2009 - July 2012
Wilson Sonsini Goodrich and Rosati 1999 - 2008
D.A. Davidson & Co. January 1997 - June 1998
Skills
Legal Research, Corporate Governance, Mergers & Acquisitions, Venture Capital and..., Emerging Growth..., Stock Plan..., Mergers, Due Diligence, Stocks, Securities Regulation, Corporate Law, IPO, Legal Writing, Corporate Finance, Securities, Intellectual Property, Analysis
Education
The University of Montana 1991 — 1996
BS, Finance and Accounting
Janae McKee, CFP®'s D.A. Davidson & Co. Experience March 2012 - Present
Job The McKee Group, members of D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson & Co. March 2012 - Present
SMITH HAYES Financial Services January 2008 - March 2012
Rademacher Financial Services April 2005 - December 2007
Skills
Sales, Analysis, Series 63, Financial Analysis, Wealth Management, Series 7, Investments, Leadership, Mutual Funds, Securities, Management, Portfolio Management
Education
University of Kansas 2004 — 2008
Bachelor of Science in Finance
D.A. Davidson & Co. March 2012 - Present
SMITH HAYES Financial Services January 2008 - March 2012
Rademacher Financial Services April 2005 - December 2007
Skills
Sales, Analysis, Series 63, Financial Analysis, Wealth Management, Series 7, Investments, Leadership, Mutual Funds, Securities, Management, Portfolio Management
Education
University of Kansas 2004 — 2008
Bachelor of Science in Finance
Morgen Buck Morgen Buck's D.A. Davidson & Co. Experience July 2011 - Present
Job Associate Vice President, Marketing & Recruiting, Investment Banking, D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. July 2011 - Present
Fox Sports 2009 - 2011
Comcast Network Sales 2006 - 2009
Education
University of Arizona 2000 — 2005
BS
D.A. Davidson & Co. July 2011 - Present
Fox Sports 2009 - 2011
Comcast Network Sales 2006 - 2009
Education
University of Arizona 2000 — 2005
BS
Brad Stewart, CFA Brad Stewart, CFA's D.A. Davidson & Co. Experience August 2003 - January 2005
Job Equity Analyst at Edge Asset Management
Industry Investment Management
Experience
Edge Asset Management - Principal Financial Group February 2005 - Present
D.A. Davidson & Co. August 2003 - January 2005
Skills
Portfolio Management, Equities, Asset Allocation, investments, Strategy, Investments, Financial Analysis, Bloomberg, Valuation, Alternative Investments, Equity Research, Finance, Investment Strategies, Series 7, Mutual Funds
Education
University of Portland 1999 — 2003
Finance
Mercer Island HS
Edge Asset Management - Principal Financial Group February 2005 - Present
D.A. Davidson & Co. August 2003 - January 2005
Skills
Portfolio Management, Equities, Asset Allocation, investments, Strategy, Investments, Financial Analysis, Bloomberg, Valuation, Alternative Investments, Equity Research, Finance, Investment Strategies, Series 7, Mutual Funds
Education
University of Portland 1999 — 2003
Finance
Mercer Island HS
Blake Lund Blake Lund's D.A. Davidson & Co. Experience January 2013 - Present
Job Vice President, Brokered CD Underwriting at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. January 2013 - Present
Scottrade September 2006 - December 2012
BDA Sports December 2005 - June 2006
Education
The Master's College 2003 — 2006
BS Business Administration, Public Relations
D.A. Davidson & Co. January 2013 - Present
Scottrade September 2006 - December 2012
BDA Sports December 2005 - June 2006
Education
The Master's College 2003 — 2006
BS Business Administration, Public Relations
Masataka Hayashi Masataka Hayashi's D.A. Davidson & Co. Experience 2006 - 2011
Job Director, NA Finance at Nike
Industry Sporting Goods
Experience
NIKE, Inc. November 2013 - Present
NIKE, Inc. 2011 - November 2013
D.A. Davidson & Co. 2006 - 2011
Sullivan & Cromwell LLP 2005 - 2006
JPMorgan Chase 2002 - 2005
Arthur Andersen LLP 1996 - 1998
Education
Stanford Graduate School of Business 1998 — 2002
MBA, MBA
Stanford Law School 1998 — 2002
JD, Law
UCLA 1992 — 1996
BA / BA, Business Economics / Japanese
NIKE, Inc. November 2013 - Present
NIKE, Inc. 2011 - November 2013
D.A. Davidson & Co. 2006 - 2011
Sullivan & Cromwell LLP 2005 - 2006
JPMorgan Chase 2002 - 2005
Arthur Andersen LLP 1996 - 1998
Education
Stanford Graduate School of Business 1998 — 2002
MBA, MBA
Stanford Law School 1998 — 2002
JD, Law
UCLA 1992 — 1996
BA / BA, Business Economics / Japanese
Gene Harrison, CFA, CAIA Gene Harrison, CFA, CAIA's D.A. Davidson & Co. Experience March 2006 - September 2010
Job Regional Manager Investment and Fiduciary Services at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Wells Fargo September 2015 - Present
Wells Fargo Private Bank September 2010 - Present
D.A. Davidson & Co. March 2006 - September 2010
Kanaly Trust Company 2004 - 2006
Wells Fargo Private Asset Management 2000 - 2004
JP Morgan Chase Private Bank 1990 - 2000
Deloitte & Touche 1989 - 1990
Transamerica Funds 1987 - 1989
Skills
Alternative Investments, Asset Management, Portfolio Management, Investments, Securities, Investment Strategies, Mutual Funds, Wealth, Wealth Management, Equities, Asset Allocation, Portfolios, Financial Planning, Retirement Planning, Hedge Funds, Options, Strategic Financial..., Investment Management, Fixed Income, Wealth Management..., Bonds, Series 7
Education
Stephen F. Austin State University 1980 — 1986
BBA, Finance
Heather Michail Heather Michail's D.A. Davidson & Co. Experience November 2004 - October 2012
Job Solutions Specialist at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies September 2014 - Present
Wells Fargo Advisors, LLC November 2013 - September 2014
Wells Fargo January 2013 - November 2013
D.A. Davidson & Co. November 2004 - October 2012
D.A September 2004 - September 2012
Missoula Symphony Association May 2009 - February 2011
D.A September 2009 - December 2009
Sherpa Mountain Import Co June 2001 - April 2004
University of Montana September 2001 - May 2003
Skills
Customer Service, Customer Relations, Strategic Planning, Word, Excel
Education
The University of Montana 1996 — 2003
Graduate Program, Communication Studies; Registered Paraplanner
University of Montana 1996 — 2000
BA Arts, Organizational Communication Studies
Stellenbosch University/Universiteit Stellenbosch 1999 — 1999
D.A. Davidson Companies September 2014 - Present
Wells Fargo Advisors, LLC November 2013 - September 2014
Wells Fargo January 2013 - November 2013
D.A. Davidson & Co. November 2004 - October 2012
D.A September 2004 - September 2012
Missoula Symphony Association May 2009 - February 2011
D.A September 2009 - December 2009
Sherpa Mountain Import Co June 2001 - April 2004
University of Montana September 2001 - May 2003
Skills
Customer Service, Customer Relations, Strategic Planning, Word, Excel
Education
The University of Montana 1996 — 2003
Graduate Program, Communication Studies; Registered Paraplanner
University of Montana 1996 — 2000
BA Arts, Organizational Communication Studies
Stellenbosch University/Universiteit Stellenbosch 1999 — 1999
Jim Zuberbuhler Jim Zuberbuhler's D.A. Davidson & Co. Experience October 2010 - Present
Job Associate Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. October 2010 - Present
Edward Jones Investments May 2007 - September 2010
Education
The College of Wooster 1976 — 1980
B.A., History
D.A. Davidson & Co. October 2010 - Present
Edward Jones Investments May 2007 - September 2010
Education
The College of Wooster 1976 — 1980
B.A., History
Josh Knutson Josh Knutson's D.A. Davidson & Co. Experience December 2010 - March 2013
Job Senior Trade Compensation Analyst Celebrity Cruises
Industry Leisure, Travel & Tourism
Experience
Celebrity Cruises, Inc. April 2015 - Present
scom-usa October 2014 - April 2015
Marsh & McLennan Agency Florida Region April 2013 - October 2014
D.A. Davidson & Co. December 2010 - March 2013
JK Media January 2008 - March 2013
Arthur J. Gallagher & Co. January 2008 - December 2010
AT&T Mobility 2006 - 2008
Northern Small and Medium Enterprise Center - Chiang Mai, Thailand June 2005 - August 2005
Skills
Insurance, Employee Benefits, Financial Modeling, Customer Service, Financial Analysis, Strategic Financial..., Contract Negotiation, Social Media Marketing, Disability Insurance, Strategic Planning, Microsoft Excel, Competitive Analysis, Microsoft Office, Outlook, Marketing, Sales, Finance, Reinsurance, Management, Account Management, Analysis, New Business Development, Leadership, Health Insurance, Telecommunications, Team Leadership, Marketing Strategy, Sales Management, Project Management, Financial Services, Benefits Administration, Underwriting, Life Insurance, Team Building, Business Development, Budgets, Risk Management, Strategy, Process Improvement, Integration
Education
Washington State University 2004 — 2006
BA, Finance, International Business
Chiang Mai University 2005 — 2005
International Business
The University of Montana 1999 — 2001
Celebrity Cruises, Inc. April 2015 - Present
scom-usa October 2014 - April 2015
Marsh & McLennan Agency Florida Region April 2013 - October 2014
D.A. Davidson & Co. December 2010 - March 2013
JK Media January 2008 - March 2013
Arthur J. Gallagher & Co. January 2008 - December 2010
AT&T Mobility 2006 - 2008
Northern Small and Medium Enterprise Center - Chiang Mai, Thailand June 2005 - August 2005
Skills
Insurance, Employee Benefits, Financial Modeling, Customer Service, Financial Analysis, Strategic Financial..., Contract Negotiation, Social Media Marketing, Disability Insurance, Strategic Planning, Microsoft Excel, Competitive Analysis, Microsoft Office, Outlook, Marketing, Sales, Finance, Reinsurance, Management, Account Management, Analysis, New Business Development, Leadership, Health Insurance, Telecommunications, Team Leadership, Marketing Strategy, Sales Management, Project Management, Financial Services, Benefits Administration, Underwriting, Life Insurance, Team Building, Business Development, Budgets, Risk Management, Strategy, Process Improvement, Integration
Education
Washington State University 2004 — 2006
BA, Finance, International Business
Chiang Mai University 2005 — 2005
International Business
The University of Montana 1999 — 2001
Jake McKee Jake McKee's D.A. Davidson & Co. Experience March 2012 - Present
Job AVP, Financial Advisor at D.A. Davidson & Co.
Industry Investment Management
Experience
D.A. Davidson & Co. March 2012 - Present
Skills
Wealth Management, Financial Planning, Portfolio Management, Investments, Securities, Equities, Municipal Bonds, Restricted Stock, Employee Stock Options, Estate Planning, Insurance, Tax, Cash Flow Analysis, Qualified Retirement..., Non-Qualified Deferred...
Education
University of Nebraska College of Law 2001 — 2004
Juris Doctor (J.D.), Tax, Securities, Insurance, and Estate Planning
University of Nebraska-Lincoln 1996 — 2001
B.S.B.A, Dual Major in Accounting and Finance
D.A. Davidson & Co. March 2012 - Present
Skills
Wealth Management, Financial Planning, Portfolio Management, Investments, Securities, Equities, Municipal Bonds, Restricted Stock, Employee Stock Options, Estate Planning, Insurance, Tax, Cash Flow Analysis, Qualified Retirement..., Non-Qualified Deferred...
Education
University of Nebraska College of Law 2001 — 2004
Juris Doctor (J.D.), Tax, Securities, Insurance, and Estate Planning
University of Nebraska-Lincoln 1996 — 2001
B.S.B.A, Dual Major in Accounting and Finance
Brent Gallagher Brent Gallagher's D.A. Davidson & Co. Experience August 2013 - Present
Job Vice President DA Davidson
Industry Financial Services
Experience
D.A. Davidson & Co. August 2013 - Present
Cortview Capital Holdings Inc August 2011 - June 2013
SunTrust Bank July 2009 - August 2011
Utiliquest February 2009 - July 2009
Axiant 2006 - 2008
Mann Bracken LLC December 2001 - January 2006
Wachovia Bank July 1998 - November 2001
First Horizon September 1997 - July 1998
Skills
Predictive Analytics, Business Analytics, Analytics, Leadership
Education
The University of Memphis 1993 — 1996
M.S., Statistics
D.A. Davidson & Co. August 2013 - Present
Cortview Capital Holdings Inc August 2011 - June 2013
SunTrust Bank July 2009 - August 2011
Utiliquest February 2009 - July 2009
Axiant 2006 - 2008
Mann Bracken LLC December 2001 - January 2006
Wachovia Bank July 1998 - November 2001
First Horizon September 1997 - July 1998
Skills
Predictive Analytics, Business Analytics, Analytics, Leadership
Education
The University of Memphis 1993 — 1996
M.S., Statistics
Robert Magnuson Robert Magnuson's D.A. Davidson & Co. Experience April 1997 - November 2006
Job President FSG Group E.K. Riley Investments
Industry Financial Services
Experience
Magnuson & Associates March 2012 - Present
E.K. Riley Investments January 2010 - January 2012
D.A. Davidson & Co. April 1997 - November 2006
Skills
Series 7
Education
Saint Mary's University of Minnesota 1961 — 1965
BA, History
Magnuson & Associates March 2012 - Present
E.K. Riley Investments January 2010 - January 2012
D.A. Davidson & Co. April 1997 - November 2006
Skills
Series 7
Education
Saint Mary's University of Minnesota 1961 — 1965
BA, History
Becky J. Lindsay Becky J. Lindsay's D.A. Davidson & Co. Experience September 2001 - December 2006
Job Sr Manage of Compensation and Benefits at Amsted Industries Incorporated
Industry Machinery
Experience
Amsted Industries Incorporated October 2014 - Present
Amsted Industries Incorporated February 2013 - Present
Baltimore Aircoil Company January 2013 - Present
XLHealth June 2007 - August 2008
Robert Half Finance & Accounting January 2007 - May 2007
Robert Half International, Inc. 2007 - 2007
D.A. Davidson & Co. September 2001 - December 2006
Skills
PeopleSoft, Process Improvement, Recruiting, Sarbanes-Oxley Act, Microsoft Excel, General Ledger, Accounting, Financial Reporting, Accounts Payable, Budgets, Deferred Compensation, Human Resources, Employee Benefits, Auditing, Payroll
Education
University of Great Falls 1996 — 2001
B.S/Assoc, Accounting/Computer Systems Integration
Amsted Industries Incorporated October 2014 - Present
Amsted Industries Incorporated February 2013 - Present
Baltimore Aircoil Company January 2013 - Present
XLHealth June 2007 - August 2008
Robert Half Finance & Accounting January 2007 - May 2007
Robert Half International, Inc. 2007 - 2007
D.A. Davidson & Co. September 2001 - December 2006
Skills
PeopleSoft, Process Improvement, Recruiting, Sarbanes-Oxley Act, Microsoft Excel, General Ledger, Accounting, Financial Reporting, Accounts Payable, Budgets, Deferred Compensation, Human Resources, Employee Benefits, Auditing, Payroll
Education
University of Great Falls 1996 — 2001
B.S/Assoc, Accounting/Computer Systems Integration
Barton Haag, CPA Barton Haag, CPA's D.A. Davidson & Co. Experience September 1991 - July 1996
Job CPA and Principal at Albin Randall & Bennett
Industry Accounting
Experience
Albin Randall & Bennett July 1996 - Present
D.A. Davidson & Co. September 1991 - July 1996
Skills
Tax Preparation, Business Planning, Financial Reporting, Accounting, Tax, Automobile, Auditing, CPA, Automotive, QuickBooks, Cash Flow, Corporate Tax, GAAP, Internal Controls, Nonprofits, Financial Statements, Financial Accounting, Financial Analysis, General Ledger, Bookkeeping, Fixed Assets, US GAAP, Accounts Receivable, Tax Research
Education
University of Montana 1986 — 1990
Finance, Accounting
Albin Randall & Bennett July 1996 - Present
D.A. Davidson & Co. September 1991 - July 1996
Skills
Tax Preparation, Business Planning, Financial Reporting, Accounting, Tax, Automobile, Auditing, CPA, Automotive, QuickBooks, Cash Flow, Corporate Tax, GAAP, Internal Controls, Nonprofits, Financial Statements, Financial Accounting, Financial Analysis, General Ledger, Bookkeeping, Fixed Assets, US GAAP, Accounts Receivable, Tax Research
Education
University of Montana 1986 — 1990
Finance, Accounting
Mike Congleton Mike Congleton's D.A. Davidson & Co. Experience November 2010 - October 2012
Job Associate at P&M Corporate Finance PMCF
Industry Financial Services
Experience
P&M Corporate Finance - PMCF December 2013 - Present
Merrill Lynch October 2012 - November 2013
D.A. Davidson & Co. November 2010 - October 2012
Deutsche Bank May 2007 - July 2009
CSX Transportation March 2003 - April 2005
U.S. Navy January 1998 - March 2003
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master, Business Administration
United States Naval Academy 1994 — 1998
B.S., Economics
P&M Corporate Finance - PMCF December 2013 - Present
Merrill Lynch October 2012 - November 2013
D.A. Davidson & Co. November 2010 - October 2012
Deutsche Bank May 2007 - July 2009
CSX Transportation March 2003 - April 2005
U.S. Navy January 1998 - March 2003
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
Master, Business Administration
United States Naval Academy 1994 — 1998
B.S., Economics
Christopher David Meyer Christopher David Meyer's D.A. Davidson & Co. Experience November 2002 - October 2003
Job Financial Advisor Certified Financial Planner®
Industry Financial Services
Experience
US BANCORP INVESTMENTS, INC AND INSURANCE SERVICES, LLC. November 2003 - Present
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
D.A. Davidson & Co. November 2002 - October 2003
Washington Mutual September 1998 - October 2002
Education
University of Montana 1993 — 1998
Business Admin., Finance
US BANCORP INVESTMENTS, INC AND INSURANCE SERVICES, LLC. November 2003 - Present
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
US Bancorp Investment Inc 2003 - 2015
D.A. Davidson & Co. November 2002 - October 2003
Washington Mutual September 1998 - October 2002
Education
University of Montana 1993 — 1998
Business Admin., Finance
Michael Radcliffe Michael Radcliffe's D.A. Davidson & Co. Experience July 2011 - Present
Job Vice President Insitutional Equity Sales at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co. July 2011 - Present
Brigantine Advisors February 2010 - July 2011
GC Research Ltd January 2009 - February 2010
Merriman Curhan & Ford 2003 - 2009
Wells Fargo Securities 2001 - 2003
Skills
Equity Research, Institutional, Equities, Series 7, Hedge Funds, Equity Sales, Securities, Series 63, Bloomberg, Capital Markets
Education
University of Oregon
Bachelor's degree, Economics
D.A. Davidson & Co. July 2011 - Present
Brigantine Advisors February 2010 - July 2011
GC Research Ltd January 2009 - February 2010
Merriman Curhan & Ford 2003 - 2009
Wells Fargo Securities 2001 - 2003
Skills
Equity Research, Institutional, Equities, Series 7, Hedge Funds, Equity Sales, Securities, Series 63, Bloomberg, Capital Markets
Education
University of Oregon
Bachelor's degree, Economics
Samuel W Lee III's D.A. Davidson & Co. Experience April 2010 - Present
Job Financial Advisor at D.A. Davidson & Co. CRPC
Industry Financial Services
Experience
D.A. Davidson & Co. April 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
L3 Ranch April 1988 - May 2007
USMC February 1984 - January 1988
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Finance, Retirement, Portfolio Management, Securities, Series 7, Asset Allocation, Strategic Financial...
Education
University of Oregon 2006 — 2007
Business
Umpqua Community College 2001 — 2006
Business
Tecumseh High School 1979 — 1983
HS diploma, Agriculture, General
D.A. Davidson & Co. April 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
L3 Ranch April 1988 - May 2007
USMC February 1984 - January 1988
Skills
Mutual Funds, Wealth Management, Retirement Planning, Investments, Finance, Retirement, Portfolio Management, Securities, Series 7, Asset Allocation, Strategic Financial...
Education
University of Oregon 2006 — 2007
Business
Umpqua Community College 2001 — 2006
Business
Tecumseh High School 1979 — 1983
HS diploma, Agriculture, General
Adam Krasovec Adam Krasovec's D.A. Davidson & Co. Experience August 2013 - Present
Job Institutional Equity Sales at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson & Co. August 2013 - Present
D.A. Davidson & Co. March 2010 - August 2013
Clayton August 2007 - July 2009
Education
University of Denver
BSBA, Finance, Economics
D.A. Davidson & Co. August 2013 - Present
D.A. Davidson & Co. March 2010 - August 2013
Clayton August 2007 - July 2009
Education
University of Denver
BSBA, Finance, Economics
Todd Smurl, CFA Todd Smurl, CFA's D.A. Davidson & Co. Experience November 2010 - April 2011
Job Wealth Advisor, Private Wealth Management at AYCO, a Goldman Sachs Company
Industry Financial Services
Experience
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Consilium Wealth Consulting January 2007 - December 2014
Ascendant Advisors December 2010 - April 2014
D.A. Davidson & Co. November 2010 - April 2011
Central Trust & Investment Company June 2010 - December 2010
Smartleaf February 2007 - May 2009
Compass bank June 2003 - December 2006
Bank of America January 2000 - June 2003
Bank of America Private Bank June 1996 - December 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Investments, Mutual Funds, Due Diligence, Investment Strategies, Equities, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Research, Equity Research, Asset Managment, Risk Management, Private Banking, ETFs, Financial Advisory, Investment Management, Strategic Financial..., Investment Banking, High Net Worth..., Financial Services, Wealth Management..., Bloomberg, Bonds, Banking, Strategy, Series 63, Options, Structured Products, Separately Managed..., 401k, Fund Of Funds, Pension Funds, Chartered Financial..., Hedging, Finance, Financial Planning
Education
University of Arkansas at Little Rock 1991 — 1994
MBA, Finance
University of Central Arkansas 1987 — 1991
BBA, Marketing
The Ayco Company, L.P., a Goldman Sachs Company January 2015 - Present
Consilium Wealth Consulting January 2007 - December 2014
Ascendant Advisors December 2010 - April 2014
D.A. Davidson & Co. November 2010 - April 2011
Central Trust & Investment Company June 2010 - December 2010
Smartleaf February 2007 - May 2009
Compass bank June 2003 - December 2006
Bank of America January 2000 - June 2003
Bank of America Private Bank June 1996 - December 1999
Skills
Portfolio Management, Alternative Investments, Asset Management, Wealth Management, Investments, Mutual Funds, Due Diligence, Investment Strategies, Equities, Financial Analysis, Hedge Funds, Fixed Income, Financial Modeling, Research, Equity Research, Asset Managment, Risk Management, Private Banking, ETFs, Financial Advisory, Investment Management, Strategic Financial..., Investment Banking, High Net Worth..., Financial Services, Wealth Management..., Bloomberg, Bonds, Banking, Strategy, Series 63, Options, Structured Products, Separately Managed..., 401k, Fund Of Funds, Pension Funds, Chartered Financial..., Hedging, Finance, Financial Planning
Education
University of Arkansas at Little Rock 1991 — 1994
MBA, Finance
University of Central Arkansas 1987 — 1991
BBA, Marketing
Mitch Craig Mitch Craig's D.A. Davidson & Co. Experience August 2013 - February 2015
Job Investment Banking Analyst at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities February 2015 - Present
D.A. Davidson & Co. August 2013 - February 2015
D.A. Davidson & Co. June 2012 - April 2013
Education
The University of Montana 2008 — 2012
Bachelor of Science (BS), Finance Major, Economics and Spanish Minors
CFA Institute
CFA Level II Candidate
Pacific Crest Securities February 2015 - Present
D.A. Davidson & Co. August 2013 - February 2015
D.A. Davidson & Co. June 2012 - April 2013
Education
The University of Montana 2008 — 2012
Bachelor of Science (BS), Finance Major, Economics and Spanish Minors
CFA Institute
CFA Level II Candidate
Creig Ohman Creig Ohman's D.A. Davidson & Co. Experience September 2008 - Present
Job Senior Financial Advisor @ DA Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. September 2008 - Present
Medtonic Neuromodulation 2005 - 2008
Medtronic CRDM 2001 - 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Customer Relations
Education
The University of Montana - School of Business Administration 1987 — 1992
BA, Business Administration
Sentinel High School Missoula Montana
D.A. Davidson & Co. September 2008 - Present
Medtonic Neuromodulation 2005 - 2008
Medtronic CRDM 2001 - 2005
Skills
Mutual Funds, Investments, Equities, Asset Management, Customer Relations
Education
The University of Montana - School of Business Administration 1987 — 1992
BA, Business Administration
Sentinel High School Missoula Montana
Chelsea Brenegan, RP® Chelsea Brenegan, RP®'s D.A. Davidson & Co. Experience February 2006 - March 2015
Job Regional Supervisory Manager at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies March 2015 - Present
D.A. Davidson Companies June 2010 - March 2015
D.A. Davidson & Co. February 2006 - March 2015
Education
University of Idaho 2002 — 2006
Bachelor of Science, Mathematics
D.A. Davidson Companies March 2015 - Present
D.A. Davidson Companies June 2010 - March 2015
D.A. Davidson & Co. February 2006 - March 2015
Education
University of Idaho 2002 — 2006
Bachelor of Science, Mathematics
Bethany Priess Bethany Priess's D.A. Davidson & Co. Experience May 2008 - September 2008
Job Marketing DirectorJAX Hats
Industry Marketing and Advertising
Experience
The Steakhouse at Azul October 2011 - Present
JAX Hats May 2010 - Present
Hilton Worldwide April 2003 - Present
The Guardian Life Insurance Company of America March 2011 - September 2011
Bravo Catering May 2008 - August 2010
D.A. Davidson & Co. May 2008 - September 2008
Skills
Attention To Detail, Organized, Hard Worker, Multitasker, Prioritization, Creative, Quick Thinking, Problem Solving, Microsoft Office, Google Adwords, Google Analytics, facebook marketing
Education
The University of Montana - School of Business Administration 2006 — 2010
Bachelor of science, Business Administration and Marketing
The Steakhouse at Azul October 2011 - Present
JAX Hats May 2010 - Present
Hilton Worldwide April 2003 - Present
The Guardian Life Insurance Company of America March 2011 - September 2011
Bravo Catering May 2008 - August 2010
D.A. Davidson & Co. May 2008 - September 2008
Skills
Attention To Detail, Organized, Hard Worker, Multitasker, Prioritization, Creative, Quick Thinking, Problem Solving, Microsoft Office, Google Adwords, Google Analytics, facebook marketing
Education
The University of Montana - School of Business Administration 2006 — 2010
Bachelor of science, Business Administration and Marketing
Aric Koshiyama Aric Koshiyama's D.A. Davidson & Co. Experience February 2001 - February 2002
Job LPL Investment Advisor at Travis Financial Services
Industry Financial Services
Experience
Travis Financial Services February 2002 - Present
D.A. Davidson & Co. February 2001 - February 2002
E*TRADE Financial December 1999 - February 2001
Paine Webber January 1997 - December 1999
Paine Webber January 1996 - January 1997
Dean Witter June 1994 - January 1996
Skills
Leadership, Retirement Planning, Trading, Investments, Series 63, Insurance, Securities, Financial Analysis, Series 7
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Travis Financial Services February 2002 - Present
D.A. Davidson & Co. February 2001 - February 2002
E*TRADE Financial December 1999 - February 2001
Paine Webber January 1997 - December 1999
Paine Webber January 1996 - January 1997
Dean Witter June 1994 - January 1996
Skills
Leadership, Retirement Planning, Trading, Investments, Series 63, Insurance, Securities, Financial Analysis, Series 7
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Scott Kesler Scott Kesler's D.A. Davidson & Co. Experience May 2007 - September 2007
Job Private/Business Underwriter at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2013 - Present
PayneWest Insurance June 2009 - November 2013
DBSI October 2007 - February 2009
D.A. Davidson & Co. May 2007 - September 2007
USDA Forest Service September 2003 - May 2007
U.S. Senate June 2005 - August 2005
Flying U Ranch October 1983 - September 2004
Bob Ward & Sons Sporting Goods September 2003 - November 2003
Skills
Insurance, Real Estate, Construction, Surety Bonds, Financial Reporting, Agribusiness, Risk Advisory, Banking, Underwriting, Credit Analysis, Portfolio Management, Management, @Risk, Analysis, Finance, Strategic Planning, Risk Management, Financial Risk
Education
University of Montana 2002 — 2007
B.S., Business Adminstration emph. Financial Management
University of Montana 2002 — 2007
B.A., Geography
Wells Fargo November 2013 - Present
PayneWest Insurance June 2009 - November 2013
DBSI October 2007 - February 2009
D.A. Davidson & Co. May 2007 - September 2007
USDA Forest Service September 2003 - May 2007
U.S. Senate June 2005 - August 2005
Flying U Ranch October 1983 - September 2004
Bob Ward & Sons Sporting Goods September 2003 - November 2003
Skills
Insurance, Real Estate, Construction, Surety Bonds, Financial Reporting, Agribusiness, Risk Advisory, Banking, Underwriting, Credit Analysis, Portfolio Management, Management, @Risk, Analysis, Finance, Strategic Planning, Risk Management, Financial Risk
Education
University of Montana 2002 — 2007
B.S., Business Adminstration emph. Financial Management
University of Montana 2002 — 2007
B.A., Geography
Kay Packard, CFA Kay Packard, CFA's D.A. Davidson & Co. Experience 1999 - 2007
Job Manager Valuation Services
Industry Financial Services
Experience
BDO Consulting September 2013 - Present
Moss Adams LLP April 2007 - September 2013
D.A. Davidson & Co. 1999 - 2007
Skills
Financial Modeling, Equities, Business Valuation, Financial Analysis, Valuation, Strategic Financial..., Financial Reporting, ESOP, Private Equity, Financial Advisory, Investments, Asset Management, Accounting, Finance
Education
Seattle University 2004 — 2006
MS, Finance
Seattle University
BA, Finance and International Business (Double Major)
BDO Consulting September 2013 - Present
Moss Adams LLP April 2007 - September 2013
D.A. Davidson & Co. 1999 - 2007
Skills
Financial Modeling, Equities, Business Valuation, Financial Analysis, Valuation, Strategic Financial..., Financial Reporting, ESOP, Private Equity, Financial Advisory, Investments, Asset Management, Accounting, Finance
Education
Seattle University 2004 — 2006
MS, Finance
Seattle University
BA, Finance and International Business (Double Major)
Todd Brundage Todd Brundage's D.A. Davidson & Co. Experience 2006 - 2009
Job at Pacific Capital Works, Inc.
Industry Investment Management
Experience
Pacific Capital Works 2009 - Present
D.A. Davidson & Co. 2006 - 2009
The Robins Group, LLC 2003 - 2006
US Army 1989 - 1993
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2000
MBA
University of Oregon 1985 — 1989
Bachelor of Science (BS)
New Trier Township High School 1983 — 1985
Campolindo High School 1981 — 1983
Pacific Capital Works 2009 - Present
D.A. Davidson & Co. 2006 - 2009
The Robins Group, LLC 2003 - 2006
US Army 1989 - 1993
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2000
MBA
University of Oregon 1985 — 1989
Bachelor of Science (BS)
New Trier Township High School 1983 — 1985
Campolindo High School 1981 — 1983
Colin Forbes Colin Forbes's D.A. Davidson & Co. Experience January 2010 - March 2011
Job Group Sales Manager at Salt Lake Bees
Industry Sports
Experience
Salt Lake Bees August 2014 - Present
Salt Lake Bees April 2011 - August 2014
D.A. Davidson & Co. January 2010 - March 2011
Skills
Ticket Sales, Sports, Sponsorship, Sports Management, Sports Marketing, Microsoft CRM, Archtics, Sponsorship Activation, Baseball, Sports Writing, Professional Sports, Sports Industry, Archtics Ticketing..., Sponsorship Sales, Event Management, Sales, Event Planning, Customer Service, Social Media, Social Networking, Social Media Marketing, Marketing
Education
University of Phoenix
Bachelor of Communications, Sales and Marketing
Salt Lake Community College
Salt Lake Bees August 2014 - Present
Salt Lake Bees April 2011 - August 2014
D.A. Davidson & Co. January 2010 - March 2011
Skills
Ticket Sales, Sports, Sponsorship, Sports Management, Sports Marketing, Microsoft CRM, Archtics, Sponsorship Activation, Baseball, Sports Writing, Professional Sports, Sports Industry, Archtics Ticketing..., Sponsorship Sales, Event Management, Sales, Event Planning, Customer Service, Social Media, Social Networking, Social Media Marketing, Marketing
Education
University of Phoenix
Bachelor of Communications, Sales and Marketing
Salt Lake Community College
Alex Heinen Alex Heinen's D.A. Davidson & Co. Experience June 2012 - April 2015
Job Software Engineer at Marqeta, Inc
Industry Computer Software
Experience
Dev Bootcamp February 2015 - September 2015
D.A. Davidson & Co. June 2012 - April 2015
Education
University of Iowa 2008 — 2012
Bachelor of Science (BS)
Dev Bootcamp February 2015 - September 2015
D.A. Davidson & Co. June 2012 - April 2015
Education
University of Iowa 2008 — 2012
Bachelor of Science (BS)
Devin Schmidt Devin Schmidt's D.A. Davidson & Co. Experience May 2007 - August 2007
Job Production Accountant at SM Energy
Industry Oil & Energy
Experience
SM Energy Company September 2013 - Present
First Interstate Bank December 2010 - September 2013
First Interstate Bank November 2008 - December 2010
D.A. Davidson & Co. May 2007 - August 2007
Skills
Staff Management, Banking Technologies, Bank Fraud, ATM and Debit Card..., Frontline Management, Employee Training, Employee Learning &..., Data Analytics, Microsoft Office, Hiring Personnel, Technical Writing, Process Writing, Core Banking, Training, Accounting, Analysis, Auditing, Cash Management, Finance, Financial Analysis, Financial Reporting, Leadership, Management, Project Management, Risk Management
Education
The University of Montana 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Wyoming 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
SM Energy Company September 2013 - Present
First Interstate Bank December 2010 - September 2013
First Interstate Bank November 2008 - December 2010
D.A. Davidson & Co. May 2007 - August 2007
Skills
Staff Management, Banking Technologies, Bank Fraud, ATM and Debit Card..., Frontline Management, Employee Training, Employee Learning &..., Data Analytics, Microsoft Office, Hiring Personnel, Technical Writing, Process Writing, Core Banking, Training, Accounting, Analysis, Auditing, Cash Management, Finance, Financial Analysis, Financial Reporting, Leadership, Management, Project Management, Risk Management
Education
The University of Montana 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
University of Wyoming 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Amanda Burr Amanda Burr's D.A. Davidson & Co. Experience January 2003 - Present
Job Vice President, Research Administration
Industry Financial Services
Experience
D.A. Davidson & Co. January 2003 - Present
Associated Securities Corp. May 2002 - December 2002
JP Morgan September 1995 - June 1998
Horwath Clark Whitehill May 1989 - September 1995
Skills
Series 7, Series 24, Series 87, Series 63, General Securities..., Supervisory Experience, Copy Editing, General Securities...
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's Degree, Finance
D.A. Davidson & Co. January 2003 - Present
Associated Securities Corp. May 2002 - December 2002
JP Morgan September 1995 - June 1998
Horwath Clark Whitehill May 1989 - September 1995
Skills
Series 7, Series 24, Series 87, Series 63, General Securities..., Supervisory Experience, Copy Editing, General Securities...
Education
University of Oregon - Charles H. Lundquist College of Business 1999 — 2002
Bachelor's Degree, Finance
Darren Kwan Darren Kwan's D.A. Davidson & Co. Experience June 2011 - September 2011
Job Implementation Analyst at Tamarac Inc., CFA level 2 Candidate
Industry Financial Services
Experience
Tamarac Inc. October 2014 - Present
Tamarac Inc. April 2014 - October 2014
Tamarac Inc. September 2012 - April 2014
University of Portland October 2011 - May 2012
D.A. Davidson & Co. June 2011 - September 2011
The First Tee of Greater Seattle June 2008 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Series 7, Bloomberg, Microsoft Excel, Securities, PowerPoint, Research, Public Relations, Fundraising, Nonprofits, Microsoft Office, Life Coaching, Coaching, Community Outreach, Data Analysis, Customer Service, Time Management, Public Speaking, Leadership Development, Puppies, Portfolio Management, Teamwork, German Law, Industrial Sewing, Analysis, Finance, Leadership, Teaching
Education
University of Portland 2008 — 2012
B.B.A., Finance
University Preparatory Academy 2001 — 2008
Tamarac Inc. October 2014 - Present
Tamarac Inc. April 2014 - October 2014
Tamarac Inc. September 2012 - April 2014
University of Portland October 2011 - May 2012
D.A. Davidson & Co. June 2011 - September 2011
The First Tee of Greater Seattle June 2008 - June 2011
Merrill Lynch June 2010 - December 2010
Skills
Series 7, Bloomberg, Microsoft Excel, Securities, PowerPoint, Research, Public Relations, Fundraising, Nonprofits, Microsoft Office, Life Coaching, Coaching, Community Outreach, Data Analysis, Customer Service, Time Management, Public Speaking, Leadership Development, Puppies, Portfolio Management, Teamwork, German Law, Industrial Sewing, Analysis, Finance, Leadership, Teaching
Education
University of Portland 2008 — 2012
B.B.A., Finance
University Preparatory Academy 2001 — 2008
Mike Casado Mike Casado's D.A. Davidson & Co. Experience March 2015 - Present
Job Equity Research at D.A. Davidson
Industry Investment Banking
Experience
D.A. Davidson & Co. March 2015 - Present
D.A. Davidson & Co. December 2013 - March 2015
Roth Capital Partners July 2012 - September 2012
Education
Santa Clara University
Bachelor of Arts (B.A.), Economics
D.A. Davidson & Co. March 2015 - Present
D.A. Davidson & Co. December 2013 - March 2015
Roth Capital Partners July 2012 - September 2012
Education
Santa Clara University
Bachelor of Arts (B.A.), Economics
Casey Connors Casey Connors's D.A. Davidson & Co. Experience January 2008 - March 2009
Job Commercial Loan Officer at First Interstate Bank
Industry Banking
Experience
First Interstate Bank March 2009 - Present
D.A. Davidson & Co. January 2008 - March 2009
Skills
Loans, Commercial Lending, Credit Analysis, Small Business Lending, Loan Origination, Credit
Education
The University of Montana 1997 — 2002
Business, Management, Marketing, and Related Support Services
First Interstate Bank March 2009 - Present
D.A. Davidson & Co. January 2008 - March 2009
Skills
Loans, Commercial Lending, Credit Analysis, Small Business Lending, Loan Origination, Credit
Education
The University of Montana 1997 — 2002
Business, Management, Marketing, and Related Support Services
Doug Graeber Doug Graeber's D.A. Davidson & Co. Experience March 2002 - Present
Job Vice President, Financial Consultant at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. March 2002 - Present
Morgan Stanley Smith Barney August 1983 - March 2001
Skills
Retirement Planning, Series 7, Asset Allocation, Investment Strategies, Stocks, Mutual Funds, Equities, Financial Markets, Economic Research, Public Speaking, Swimmer, Annuities, IRAs, 401(k)s, Investments, Investing For Women, Finance, Portfolio Management, Financial Services, Leadership, Retirement, Asset Management, Wealth Management
Education
OREGON STATE UNIVERSITY 1980 — 1983
Bachelor of Science (BS), ECONOMICS
The University of New Mexico 1978 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
D.A. Davidson & Co. March 2002 - Present
Morgan Stanley Smith Barney August 1983 - March 2001
Skills
Retirement Planning, Series 7, Asset Allocation, Investment Strategies, Stocks, Mutual Funds, Equities, Financial Markets, Economic Research, Public Speaking, Swimmer, Annuities, IRAs, 401(k)s, Investments, Investing For Women, Finance, Portfolio Management, Financial Services, Leadership, Retirement, Asset Management, Wealth Management
Education
OREGON STATE UNIVERSITY 1980 — 1983
Bachelor of Science (BS), ECONOMICS
The University of New Mexico 1978 — 1980
Bachelor of Applied Science (B.A.Sc.), Economics
Brad Ziemba's D.A. Davidson & Co. Experience June 2013 - Present
Job VP, Compliance Officer Fixed Income Capital Markets at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. June 2013 - Present
Duncan-Williams, Inc. October 2003 - June 2013
Morgan Keegan & Co Inc June 2002 - October 2003
Charles Schwab March 2000 - June 2002
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), cum laude
The University of Memphis 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
D.A. Davidson & Co. June 2013 - Present
Duncan-Williams, Inc. October 2003 - June 2013
Morgan Keegan & Co Inc June 2002 - October 2003
Charles Schwab March 2000 - June 2002
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (MBA), cum laude
The University of Memphis 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Kellan Carter Kellan Carter's D.A. Davidson & Co. Experience June 2008 - August 2008
Job Venture at Ignition Partners
Industry Venture Capital & Private Equity
Experience
IGNITION PARTNERS June 2013 - Present
Azuqua September 2014 - Present
Chef (formerly Opscode) June 2013 - Present
DataSphere Technologies Inc. June 2013 - Present
Tier 3 June 2013 - November 2013
Mooreland Partners March 2011 - May 2013
KPMG Advisory April 2010 - March 2011
D.A. Davidson & Co. June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, LBO, Mergers, Due Diligence, Capital IQ, DCF, M&A experience, Business Valuation, Mergers & Acquisitions, Strategy, Investments, Start-ups, Finance, Financial Services, Structured Finance
Education
The University of Montana 2005 — 2009
B.S. Business Administration - Finance, Finance
IGNITION PARTNERS June 2013 - Present
Azuqua September 2014 - Present
Chef (formerly Opscode) June 2013 - Present
DataSphere Technologies Inc. June 2013 - Present
Tier 3 June 2013 - November 2013
Mooreland Partners March 2011 - May 2013
KPMG Advisory April 2010 - March 2011
D.A. Davidson & Co. June 2008 - August 2008
Skills
Valuation, Financial Modeling, Investment Banking, Private Equity, Financial Analysis, LBO, Mergers, Due Diligence, Capital IQ, DCF, M&A experience, Business Valuation, Mergers & Acquisitions, Strategy, Investments, Start-ups, Finance, Financial Services, Structured Finance
Education
The University of Montana 2005 — 2009
B.S. Business Administration - Finance, Finance
Dominick Sciola's D.A. Davidson & Co. Experience May 2012 - October 2013
Job Investment Banking Associate
Industry Capital Markets
Experience
ACT Capital Advisors August 2015 - Present
Hartung Glass Industries February 2015 - Present
Avanade March 2014 - January 2015
D.A. Davidson & Co. May 2012 - October 2013
Hartung Glass Industries January 2012 - April 2012
Zachary Scott June 2011 - August 2011
Hartung Glass Industries June 2011 - August 2011
Hartung Glass Industries June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Hartung Glass Industries June 2009 - August 2009
Skills
Investment Banking, Accounting, Training, Investments, Market Research, Strategy, Due Diligence, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Microsoft Excel, Financial Analysis, Customer Service, Private Equity, Microsoft Word, Finance, Marketing
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Double Major in Accounting and Finance
Bellevue Christian School
Bellevue Christian School
Dale Carnegie Training
Graduate of the Dale Carnegie Communications & Human Relations Immersion Program
O'Dea
Università Commerciale 'Luigi Bocconi'
Università Commerciale 'Luigi Bocconi'
ACT Capital Advisors August 2015 - Present
Hartung Glass Industries February 2015 - Present
Avanade March 2014 - January 2015
D.A. Davidson & Co. May 2012 - October 2013
Hartung Glass Industries January 2012 - April 2012
Zachary Scott June 2011 - August 2011
Hartung Glass Industries June 2011 - August 2011
Hartung Glass Industries June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - August 2010
Hartung Glass Industries June 2009 - August 2009
Skills
Investment Banking, Accounting, Training, Investments, Market Research, Strategy, Due Diligence, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Microsoft Excel, Financial Analysis, Customer Service, Private Equity, Microsoft Word, Finance, Marketing
Education
University of San Diego 2007 — 2011
Bachelor of Business Administration (BBA), Double Major in Accounting and Finance
Bellevue Christian School
Bellevue Christian School
Dale Carnegie Training
Graduate of the Dale Carnegie Communications & Human Relations Immersion Program
O'Dea
Università Commerciale 'Luigi Bocconi'
Università Commerciale 'Luigi Bocconi'
Kelly Leach Kelly Leach's D.A. Davidson & Co. Experience October 2007 - Present
Job Customer Reporting Manager at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. October 2007 - Present
Sheridan College August 2003 - June 2007
MSU-Great Falls May 1999 - August 2003
Skills
Cost Basis Reporting, Customer Service..., Financial Analysis, Investments, Portfolio Management, Asset Management, Financial Reporting, Process Improvement, Microsoft Office, Microsoft Word, Business Analysis, Management, SQL, Budgeting, Microsoft Excel, Vendor Relations
Education
University of Mary 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Jamestown College 1995 — 1999
B.A., Business Administration and Management, General
D.A. Davidson & Co. October 2007 - Present
Sheridan College August 2003 - June 2007
MSU-Great Falls May 1999 - August 2003
Skills
Cost Basis Reporting, Customer Service..., Financial Analysis, Investments, Portfolio Management, Asset Management, Financial Reporting, Process Improvement, Microsoft Office, Microsoft Word, Business Analysis, Management, SQL, Budgeting, Microsoft Excel, Vendor Relations
Education
University of Mary 2005 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Jamestown College 1995 — 1999
B.A., Business Administration and Management, General
Julie Genjac Julie Genjac's D.A. Davidson & Co. Experience March 2008 - Present
Job Senior Vice President, Director of Practice Management & Professional Development
Industry Financial Services
Experience
D.A. Davidson & Co. March 2008 - Present
Wells Fargo October 2003 - March 2008
UBS June 1998 - May 2003
Education
University of Washington 2000 — 2003
Bachelor of Arts (B.A.), Economics
University of Arizona 1999 — 2000
Forest Ridge School of the Sacred Heart 1994 — 1999
Bellevue, WA, 8th to 12th Grades
D.A. Davidson & Co. March 2008 - Present
Wells Fargo October 2003 - March 2008
UBS June 1998 - May 2003
Education
University of Washington 2000 — 2003
Bachelor of Arts (B.A.), Economics
University of Arizona 1999 — 2000
Forest Ridge School of the Sacred Heart 1994 — 1999
Bellevue, WA, 8th to 12th Grades
Brenda Hittmeier Brenda Hittmeier's D.A. Davidson & Co. Experience October 2000 - February 2013
Job Portfolio Manager at Stockman Asset Management
Industry Financial Services
Experience
Stockman Asset Management February 2013 - Present
D.A. Davidson & Co. October 2000 - February 2013
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Marketing, Cum laude
Stockman Asset Management February 2013 - Present
D.A. Davidson & Co. October 2000 - February 2013
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Marketing, Cum laude
Nathan Ail Nathan Ail's D.A. Davidson & Co. Experience November 2014 - Present
Job Vice President, Investment Banking at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. November 2014 - Present
D.A. Davidson & Co. 2011 - November 2014
D.A. Davidson & Co. July 2007 - 2011
Moss Adams LLP June 2006 - September 2006
Skills
Corporate Finance, Mergers and Acquisitions, Financial Modeling, Microsoft Excel, Due Diligence
Education
University of Oregon 2003 — 2007
Bachelor of Science (B.S.), Accounting (Major) and Economics (Minor)
D.A. Davidson & Co. November 2014 - Present
D.A. Davidson & Co. 2011 - November 2014
D.A. Davidson & Co. July 2007 - 2011
Moss Adams LLP June 2006 - September 2006
Skills
Corporate Finance, Mergers and Acquisitions, Financial Modeling, Microsoft Excel, Due Diligence
Education
University of Oregon 2003 — 2007
Bachelor of Science (B.S.), Accounting (Major) and Economics (Minor)
Cassandra Rickard's D.A. Davidson & Co. Experience June 2012 - August 2012
Job Student at University of Michigan Stephen M. Ross School of Business
Industry
Mannix Dizon's D.A. Davidson & Co. Experience 2007 - 2008
Job Information Technology Manager at SureID, Inc. (formerly named Eid Passport)
Industry Computer Networking
Experience
SureID, Inc. (formerly named Eid Passport) October 2012 - Present
EID Passport September 2011 - Present
Providence Health & Services May 2011 - September 2011
Vesta Corporation October 2010 - June 2011
Iovation June 2008 - October 2010
D.A. Davidson & Co. 2007 - 2008
DPA Inc. 2001 - 2006
Columbia Trust Company 2001 - 2001
Skills
Windows, Security, Disaster Recovery, VMware, Windows Server, Firewalls, Networking, Hardware, Data Center, System Administration, Citrix, Microsoft Exchange, Network Security, Servers, Cloud Computing, Virtualization, Active Directory, Linux, Databases, TCP/IP, System Deployment, Troubleshooting, VMware ESX, SharePoint, Unix, DNS, Network Administration, VPN, Solaris, Cisco Technologies, Computer Hardware, SAN, DHCP, IIS, Storage, Perl, VMware Infrastructure, Operating Systems, Server Architecture, Computer Security, Windows 7, HP, Microsoft SQL Server, High Availability, Help Desk Support, Technical Support, Group Policy, Routers, Integration, Hyper-V
Education
University of Oregon 1990 — 1994
BS, Sociology
University of Oregon 1990 — 1994
BS, Psychology
SureID, Inc. (formerly named Eid Passport) October 2012 - Present
EID Passport September 2011 - Present
Providence Health & Services May 2011 - September 2011
Vesta Corporation October 2010 - June 2011
Iovation June 2008 - October 2010
D.A. Davidson & Co. 2007 - 2008
DPA Inc. 2001 - 2006
Columbia Trust Company 2001 - 2001
Skills
Windows, Security, Disaster Recovery, VMware, Windows Server, Firewalls, Networking, Hardware, Data Center, System Administration, Citrix, Microsoft Exchange, Network Security, Servers, Cloud Computing, Virtualization, Active Directory, Linux, Databases, TCP/IP, System Deployment, Troubleshooting, VMware ESX, SharePoint, Unix, DNS, Network Administration, VPN, Solaris, Cisco Technologies, Computer Hardware, SAN, DHCP, IIS, Storage, Perl, VMware Infrastructure, Operating Systems, Server Architecture, Computer Security, Windows 7, HP, Microsoft SQL Server, High Availability, Help Desk Support, Technical Support, Group Policy, Routers, Integration, Hyper-V
Education
University of Oregon 1990 — 1994
BS, Sociology
University of Oregon 1990 — 1994
BS, Psychology
Rick Turnage Rick Turnage's D.A. Davidson & Co. Experience 1997 - Present
Job Senior VP Institutional Sales Manager
Industry Investment Banking
Experience
D.A. Davidson & Co. 1997 - Present
Education
University of Nebraska-Lincoln 1988 — 1991
D.A. Davidson & Co. 1997 - Present
Education
University of Nebraska-Lincoln 1988 — 1991
Edelene Ohman, CWS® Edelene Ohman, CWS®'s D.A. Davidson & Co. Experience September 2000 - Present
Job Vice President, Financial Advisor, Assistant Branch Manager
Industry Investment Management
Experience
D.A. Davidson & Co. September 2000 - Present
Idaho State Treasurer's Office July 1998 - September 2000
Education
The University of Montana 1989 — 1994
BA, Economics
D.A. Davidson & Co. September 2000 - Present
Idaho State Treasurer's Office July 1998 - September 2000
Education
The University of Montana 1989 — 1994
BA, Economics
Amy Anastasoff Amy Anastasoff's D.A. Davidson & Co. Experience March 1998 - Present
Job Vice President, Sales and Trading Support Manager at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. March 1998 - Present
Skills
Series 7, Series 53, Series 24
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Arts (B.A.), Psychology
D.A. Davidson & Co. March 1998 - Present
Skills
Series 7, Series 53, Series 24
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Arts (B.A.), Psychology
Lisa Farina Lisa Farina's D.A. Davidson & Co. Experience 2006 - Present
Job Client Associate at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. 2006 - Present
Motorola semiconductor 1993 - 1996
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
D.A. Davidson & Co. 2006 - Present
Motorola semiconductor 1993 - 1996
Education
San Jose State University
Bachelor of Science (BS), Business Administration and Management, General
Taryn Kuida Taryn Kuida's D.A. Davidson & Co. Experience July 2010 - September 2013
Job Institutional Equity Research Associate
Industry Capital Markets
Experience
Wedbush Securities September 2013 - Present
D.A. Davidson & Co. July 2010 - September 2013
Countrywide Bank May 2008 - August 2008
Education
University of Portland 2005 — 2009
Undergrad, Business Finance
Wedbush Securities September 2013 - Present
D.A. Davidson & Co. July 2010 - September 2013
Countrywide Bank May 2008 - August 2008
Education
University of Portland 2005 — 2009
Undergrad, Business Finance
Scott Ryder Scott Ryder's D.A. Davidson & Co. Experience February 2012 - February 2013
Job Finance Director at ManKind Project USA
Industry Executive Office
Experience
Mankind Project, San Diego September 2011 - December 2014
D.A. Davidson & Co. February 2012 - February 2013
McGladrey Capital Markets September 2006 - January 2012
McGladrey Capital Markets 2002 - 2006
McGladrey Capital Markets 2000 - 2002
RCI Management, Inc. 1997 - 2000
Redlands Federal Bank 1988 - 1997
Skills
Mergers & Acquisitions, Strategy, Expert Witness, Business Valuation, Investment Banking, Valuation, Fairness Opinions, Business Development, Executive Management, Due Diligence, Finance, Business Strategy, Private Equity, Mergers, Leadership, Risk Management, Corporate Finance, Financial Modeling, Corporate Development, Management, Capital Markets, Start-ups, Competitive Analysis, Financial Analysis, Divestitures, Acquisitions, Strategic Planning, M&A experience, Management Consulting, Financial Regulation, Securities Regulation, Entrepreneurship, Equities, Vendor Management, IPO, Investments, CRM, Budgets, Portfolio Management, Restructuring, Analysis, Non-profit Volunteer
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Banking, Corporate, Finance, and Securities Law
University of Redlands 1987 — 1991
BA, Economics
Mankind Project, San Diego September 2011 - December 2014
D.A. Davidson & Co. February 2012 - February 2013
McGladrey Capital Markets September 2006 - January 2012
McGladrey Capital Markets 2002 - 2006
McGladrey Capital Markets 2000 - 2002
RCI Management, Inc. 1997 - 2000
Redlands Federal Bank 1988 - 1997
Skills
Mergers & Acquisitions, Strategy, Expert Witness, Business Valuation, Investment Banking, Valuation, Fairness Opinions, Business Development, Executive Management, Due Diligence, Finance, Business Strategy, Private Equity, Mergers, Leadership, Risk Management, Corporate Finance, Financial Modeling, Corporate Development, Management, Capital Markets, Start-ups, Competitive Analysis, Financial Analysis, Divestitures, Acquisitions, Strategic Planning, M&A experience, Management Consulting, Financial Regulation, Securities Regulation, Entrepreneurship, Equities, Vendor Management, IPO, Investments, CRM, Budgets, Portfolio Management, Restructuring, Analysis, Non-profit Volunteer
Education
University of California, Irvine - The Paul Merage School of Business 1997 — 2000
MBA, Banking, Corporate, Finance, and Securities Law
University of Redlands 1987 — 1991
BA, Economics
Arlene Wilson Arlene Wilson's D.A. Davidson & Co. Experience October 2012 - September 2013
Job Consultant at Capital Forensics, Inc
Industry Financial Services
Experience
Capital Forensics, Inc February 2015 - Present
Compliance Professional September 2013 - Present
D.A. Davidson & Co. October 2012 - September 2013
FINRA 2000 - 2013
D.A. Davidson & Co. June 1998 - September 2012
OppenheimerFunds 1997 - 1998
RAF Financial Corp 1986 - 1996
NASD September 1983 - August 1986
Skills
FINRA, Securities, Series 7, Capital Markets, Securities Regulation, Series 24, Finance, Due Diligence, Mutual Funds, AML, Equities, Hedge Funds, Investment Advisory, Financial Services, Financial Analysis, Series 63, Risk Management
Education
The University of Montana - School of Business Administration 1979 — 1981
BS, Accounting
Capital Forensics, Inc February 2015 - Present
Compliance Professional September 2013 - Present
D.A. Davidson & Co. October 2012 - September 2013
FINRA 2000 - 2013
D.A. Davidson & Co. June 1998 - September 2012
OppenheimerFunds 1997 - 1998
RAF Financial Corp 1986 - 1996
NASD September 1983 - August 1986
Skills
FINRA, Securities, Series 7, Capital Markets, Securities Regulation, Series 24, Finance, Due Diligence, Mutual Funds, AML, Equities, Hedge Funds, Investment Advisory, Financial Services, Financial Analysis, Series 63, Risk Management
Education
The University of Montana - School of Business Administration 1979 — 1981
BS, Accounting
Tyler Dale, CFA Tyler Dale, CFA's D.A. Davidson & Co. Experience September 2010 - March 2013
Job Vice President at Moss Adams Capital
Industry Investment Banking
Experience
Moss Adams Capital LLC July 2013 - Present
D.A. Davidson & Co. September 2010 - March 2013
Barclays June 2009 - September 2010
Smith Barney June 2003 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Financial Modeling, Valuation, Financial Analysis, Private Equity, Capital Markets, Due Diligence, Capital Raising, Variance Analysis, Financial Projection
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of Southern California 2000 — 2002
BS, Economics
Laguna Hills High School 1995 — 1998
Moss Adams Capital LLC July 2013 - Present
D.A. Davidson & Co. September 2010 - March 2013
Barclays June 2009 - September 2010
Smith Barney June 2003 - August 2007
Skills
Investment Banking, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Financial Modeling, Valuation, Financial Analysis, Private Equity, Capital Markets, Due Diligence, Capital Raising, Variance Analysis, Financial Projection
Education
University of Southern California - Marshall School of Business 2007 — 2009
MBA, Finance
University of Southern California 2000 — 2002
BS, Economics
Laguna Hills High School 1995 — 1998
James Moerkerke, CFP®, CWS® James Moerkerke, CFP®, CWS®'s D.A. Davidson & Co. Experience July 1981 - Present
Job Senior V.P., Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. July 1981 - Present
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Securities, Portfolio Management, Equities, Insurance, Asset, Risk, Financial Planning, Annuities
Education
Webster University 1980 — 1981
Master of Arts (M.A.), Procurement Management
United States Military Academy at West Point 1972 — 1976
B.S., Applied Science & Engineering
D.A. Davidson & Co. July 1981 - Present
Skills
Retirement Planning, Wealth Management, Investments, Series 7, Securities, Portfolio Management, Equities, Insurance, Asset, Risk, Financial Planning, Annuities
Education
Webster University 1980 — 1981
Master of Arts (M.A.), Procurement Management
United States Military Academy at West Point 1972 — 1976
B.S., Applied Science & Engineering
Kelly Leonard Kelly Leonard's D.A. Davidson & Co. Experience May 2009 - December 2013
Job Creative Solutions Advisor
Industry Nonprofit Organization Management
Experience
D.A. Davidson Companies 2014 - Present
D.A. Davidson & Co. May 2009 - December 2013
Morgan Stanley Smith Barney 1992 - 2009
Phoenix School of Roseburg 1989 - 1992
Tiller Oregon 1977 - 1989
Harlem Globetrotters 1972 - 1976
Education
San Diego State University-California State University
BS, Theater Arts / Psychology
University of Oregon
M.ED, Education / Administration
D.A. Davidson Companies 2014 - Present
D.A. Davidson & Co. May 2009 - December 2013
Morgan Stanley Smith Barney 1992 - 2009
Phoenix School of Roseburg 1989 - 1992
Tiller Oregon 1977 - 1989
Harlem Globetrotters 1972 - 1976
Education
San Diego State University-California State University
BS, Theater Arts / Psychology
University of Oregon
M.ED, Education / Administration
Kallie Tinsen, RP® Kallie Tinsen, RP®'s D.A. Davidson & Co. Experience September 2014 - Present
Job Compliance Examiner at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. September 2014 - Present
D.A. Davidson & Co. May 2010 - June 2014
Montana Science Fair, The University of Montana August 2006 - May 2010
Skills
General Securities..., Client Relations Skills, Team-oriented, Interpersonal..., Time Management, Administrative Office...
Education
The University of Montana 2006 — 2010
Bachelor of Science (B.S.), Finance, General
D.A. Davidson & Co. September 2014 - Present
D.A. Davidson & Co. May 2010 - June 2014
Montana Science Fair, The University of Montana August 2006 - May 2010
Skills
General Securities..., Client Relations Skills, Team-oriented, Interpersonal..., Time Management, Administrative Office...
Education
The University of Montana 2006 — 2010
Bachelor of Science (B.S.), Finance, General
Bart Glenn's D.A. Davidson & Co. Experience September 2009 - August 2012
Job Consumer Equity Analyst
Industry Investment Management
Experience
D.A. Davidson & Co. September 2009 - August 2012
Invesco Aim Capital Management July 1999 - January 2009
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Concentration in Finance
University of Kentucky 1991 — 1995
BBA, Finance
D.A. Davidson & Co. September 2009 - August 2012
Invesco Aim Capital Management July 1999 - January 2009
Education
Tulane University - A.B. Freeman School of Business 1997 — 1999
MBA, Concentration in Finance
University of Kentucky 1991 — 1995
BBA, Finance
Joseph Pattison's D.A. Davidson & Co. Experience September 2006 - Present
Job Senior Vice President, Institutional Sales at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. September 2006 - Present
Nollenberger Capital Partners September 2005 - August 2006
Wells Fargo Securities May 2000 - August 2005
Skills
Series 63, Equities, Equity Research, Capital Markets, Investments, Securities, Series 7, Investment Banking, Institutional Sales, Financial Analysis, Portfolio Management, Asset Management, Asset Allocation, Valuation
Education
University of Oregon 1996 — 2000
Bachelor of Science (BS), Economics
Tualatin High School 1992 — 1995
D.A. Davidson & Co. September 2006 - Present
Nollenberger Capital Partners September 2005 - August 2006
Wells Fargo Securities May 2000 - August 2005
Skills
Series 63, Equities, Equity Research, Capital Markets, Investments, Securities, Series 7, Investment Banking, Institutional Sales, Financial Analysis, Portfolio Management, Asset Management, Asset Allocation, Valuation
Education
University of Oregon 1996 — 2000
Bachelor of Science (BS), Economics
Tualatin High School 1992 — 1995
Emily Knigge Emily Knigge's D.A. Davidson & Co. Experience June 2006 - Present
Job Employee at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. June 2006 - Present
Skills
Series 7, Financial Modeling, Equities, Financial Analysis, Investments, Valuation, Asset Allocation, Investment Strategies, Corporate Finance, Strategic Financial..., Capital Markets, Bloomberg, Private Equity, Economics, Microsoft Excel, Finance
Education
University of Oregon 2004 — 2006
BS, Business and Finance
University of Oregon - Charles H. Lundquist College of Business 2004 — 2006
D.A. Davidson & Co. June 2006 - Present
Skills
Series 7, Financial Modeling, Equities, Financial Analysis, Investments, Valuation, Asset Allocation, Investment Strategies, Corporate Finance, Strategic Financial..., Capital Markets, Bloomberg, Private Equity, Economics, Microsoft Excel, Finance
Education
University of Oregon 2004 — 2006
BS, Business and Finance
University of Oregon - Charles H. Lundquist College of Business 2004 — 2006
Brad Cederberg's D.A. Davidson & Co. Experience September 2006 - Present
Job Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. September 2006 - Present
Associated Students of the University of Montana April 2005 - May 2006
University of Montana 2005 - 2006
UM Productions/ASUM 2005 - 2006
Education
The University of Montana - School of Business Administration 2003 — 2006
University of Montana 2003 — 2006
BS, Business Admin. - Finance
Leadership Missoula
Sentinel
D.A. Davidson & Co. September 2006 - Present
Associated Students of the University of Montana April 2005 - May 2006
University of Montana 2005 - 2006
UM Productions/ASUM 2005 - 2006
Education
The University of Montana - School of Business Administration 2003 — 2006
University of Montana 2003 — 2006
BS, Business Admin. - Finance
Leadership Missoula
Sentinel
Lawson Armstrong's D.A. Davidson & Co. Experience January 2010 - Present
Job Employee at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. January 2010 - Present
Strategy and Consulting Club August 2008 - May 2009
The University of the South June 2008 - August 2008
Sewanee Emergency Medical Service March 2004 - August 2008
Skills
Financial Modeling, Series 7, Financial Analysis, Series 63, Valuation, Equities, Investments, Bloomberg, Investment Strategies, Microsoft Excel
Education
Wake Forest University School of Business 2008 — 2009
MA, Management
Sewanee-The University of the South 2004 — 2008
B.S., Environmental Studies: Natural Resources
Baylor School 1998 — 2004
D.A. Davidson & Co. January 2010 - Present
Strategy and Consulting Club August 2008 - May 2009
The University of the South June 2008 - August 2008
Sewanee Emergency Medical Service March 2004 - August 2008
Skills
Financial Modeling, Series 7, Financial Analysis, Series 63, Valuation, Equities, Investments, Bloomberg, Investment Strategies, Microsoft Excel
Education
Wake Forest University School of Business 2008 — 2009
MA, Management
Sewanee-The University of the South 2004 — 2008
B.S., Environmental Studies: Natural Resources
Baylor School 1998 — 2004
Shelby Ronnestad's D.A. Davidson & Co. Experience 1999 - Present
Job Owner, Munny Journey, LLC
Industry Financial Services
Experience
Munny Journey, LLC 2004 - Present
D.A. Davidson & Co. 1999 - Present
Education
University of Oregon
Munny Journey, LLC 2004 - Present
D.A. Davidson & Co. 1999 - Present
Education
University of Oregon
James Keckler James Keckler's D.A. Davidson & Co. Experience May 2010 - Present
Job Director, Investment Banking at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. May 2010 - Present
Education
University of Michigan 1995 — 1999
D.A. Davidson & Co. May 2010 - Present
Education
University of Michigan 1995 — 1999
Tim H. Ganahl's D.A. Davidson & Co. Experience September 2014 - Present
Job Financial Advisor with the Shaughnessy Group at DA Davidson & Co.
Industry Financial Services
Experience
DA Davidson & Co. September 2014 - Present
D.A. Davidson & Co. April 2011 - August 2014
Pacific Capital Resource Group June 2010 - April 2011
Skills
Investments, Finance, Series 7, Financial Services, Financial Analysis, Insurance, Retirement Planning, Portfolio Management
Education
University of Idaho 2006 — 2010
Bachelor of Science (BS), Economics and Finance
University of the Pacific 2005 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
DA Davidson & Co. September 2014 - Present
D.A. Davidson & Co. April 2011 - August 2014
Pacific Capital Resource Group June 2010 - April 2011
Skills
Investments, Finance, Series 7, Financial Services, Financial Analysis, Insurance, Retirement Planning, Portfolio Management
Education
University of Idaho 2006 — 2010
Bachelor of Science (BS), Economics and Finance
University of the Pacific 2005 — 2006
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Jerry Kerr's D.A. Davidson & Co. Experience September 2008 - May 2009
Job Strategic Account Executive at OnDeck
Industry Financial Services
Experience
OnDeck March 2015 - Present
On Deck Capital, Inc. June 2013 - Present
OnDeck February 2012 - June 2013
Northwest Concrete Resurfacing August 2011 - December 2011
Rivals.com April 2010 - August 2011
D.A. Davidson & Co. September 2008 - May 2009
Skills
Portfolio Management, Blogging, Networking, Social Media, Public Speaking, Microsoft Excel, Marketing, Event Planning, Microsoft Office, Customer Service, Advertising, Financial Analysis, Sales, Strategic Planning, PowerPoint, Management, Training, Account Management, Facebook, Screenplays
Education
University of Oregon
Bachelor of Arts (B.A.), Political Science and Government, Business
OnDeck March 2015 - Present
On Deck Capital, Inc. June 2013 - Present
OnDeck February 2012 - June 2013
Northwest Concrete Resurfacing August 2011 - December 2011
Rivals.com April 2010 - August 2011
D.A. Davidson & Co. September 2008 - May 2009
Skills
Portfolio Management, Blogging, Networking, Social Media, Public Speaking, Microsoft Excel, Marketing, Event Planning, Microsoft Office, Customer Service, Advertising, Financial Analysis, Sales, Strategic Planning, PowerPoint, Management, Training, Account Management, Facebook, Screenplays
Education
University of Oregon
Bachelor of Arts (B.A.), Political Science and Government, Business
Jay Brenn's D.A. Davidson & Co. Experience October 2012 - Present
Job
Industry Financial Services
Experience
D.A. Davidson & Co. October 2012 - Present
Education
University of Southern California 1989 — 1992
BA
American School in Japan 1985 — 1988
D.A. Davidson & Co. October 2012 - Present
Education
University of Southern California 1989 — 1992
BA
American School in Japan 1985 — 1988
Pranai Cheroo's D.A. Davidson & Co. Experience June 2006 - August 2006
Job Senior Associate at Summit Partners
Industry Investment Management
Experience
Summit Partners July 2015 - Present
Summit Partners April 2013 - June 2015
BNP Paribas May 2011 - March 2013
BNP Paribas May 2009 - May 2011
BECU June 2007 - August 2007
D.A. Davidson & Co. June 2006 - August 2006
Skills
Credit Analysis, Investment Banking, Structured Finance, Credit Risk, Syndications, Corporate Finance, Banking, Loan Origination, Financial Modeling, Portfolio Management, Valuation, Project Finance, Due Diligence, Financial Structuring
Education
Tufts University 2005 — 2009
B.A., Double Major in Quantitative Economics and Math
London School of Economics and Political Science 2007 — 2008
General Course, Economics and Math
Lakeside High School 2001 — 2005
High School
Summit Partners July 2015 - Present
Summit Partners April 2013 - June 2015
BNP Paribas May 2011 - March 2013
BNP Paribas May 2009 - May 2011
BECU June 2007 - August 2007
D.A. Davidson & Co. June 2006 - August 2006
Skills
Credit Analysis, Investment Banking, Structured Finance, Credit Risk, Syndications, Corporate Finance, Banking, Loan Origination, Financial Modeling, Portfolio Management, Valuation, Project Finance, Due Diligence, Financial Structuring
Education
Tufts University 2005 — 2009
B.A., Double Major in Quantitative Economics and Math
London School of Economics and Political Science 2007 — 2008
General Course, Economics and Math
Lakeside High School 2001 — 2005
High School
Erik Choy's D.A. Davidson & Co. Experience February 2012 - Present
Job Vice President, Investment Banking at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. February 2012 - Present
McGladrey Capital Markets LLC August 2002 - January 2012
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Investment Banking, Corporate Finance, Capital Markets, Divestitures, Mergers, Capital Raising
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of California, Los Angeles
BA, Political Science
D.A. Davidson & Co. February 2012 - Present
McGladrey Capital Markets LLC August 2002 - January 2012
Dresdner Kleinwort Wasserstein 2000 - 2001
Skills
Investment Banking, Corporate Finance, Capital Markets, Divestitures, Mergers, Capital Raising
Education
New York University - Leonard N. Stern School of Business
MBA, Accounting and Finance
University of California, Los Angeles
BA, Political Science
Colin Denman, CFA's D.A. Davidson & Co. Experience September 2008 - August 2011
Job Senior Analyst at Westerly Capital Management, LLC
Industry Financial Services
Experience
Westerly Capital Management, LLC August 2011 - Present
D.A. Davidson & Co. September 2008 - August 2011
M Financial Group October 2007 - June 2008
Skills
Asset Managment, Asset Management, Valuation, Equity Research, Project Management, Financial Modeling, Alternative Investments, Equities, Equity Valuation, Hedge Funds, Bloomberg
Education
University of Colorado Boulder 2003 — 2007
Universitat Pompeu Fabra 2005 — 2006
The Catlin Gabel School 1999 — 2003
Westerly Capital Management, LLC August 2011 - Present
D.A. Davidson & Co. September 2008 - August 2011
M Financial Group October 2007 - June 2008
Skills
Asset Managment, Asset Management, Valuation, Equity Research, Project Management, Financial Modeling, Alternative Investments, Equities, Equity Valuation, Hedge Funds, Bloomberg
Education
University of Colorado Boulder 2003 — 2007
Universitat Pompeu Fabra 2005 — 2006
The Catlin Gabel School 1999 — 2003
Rob Rezek's D.A. Davidson & Co. Experience September 2011 - February 2013
Job VP of Infrastructure and Services
Industry Information Technology and Services
Experience
Davidson Companies February 2013 - Present
D.A. Davidson & Co. September 2011 - February 2013
Mitel DataNet August 1998 - August 2011
Skills
Vendor Management, Strategic Planning, Project Management, Sales Management, Solution Selling, VoIP, Unified Communications, Managed Services, Disaster Recovery, Telecommunications, Channel, VMware, Customer Service, Cloud Computing, Account Management, IP, Networking, Virtualization, SaaS, Sales, Security, Data Center, Professional Services, Sales Operations, Wireless, Call Centers, Channel Partners, Integration, Enterprise Software, WAN, Telephony, Troubleshooting
Education
South Dakota State University 1991 — 1997
BA, Economics
Davidson Companies February 2013 - Present
D.A. Davidson & Co. September 2011 - February 2013
Mitel DataNet August 1998 - August 2011
Skills
Vendor Management, Strategic Planning, Project Management, Sales Management, Solution Selling, VoIP, Unified Communications, Managed Services, Disaster Recovery, Telecommunications, Channel, VMware, Customer Service, Cloud Computing, Account Management, IP, Networking, Virtualization, SaaS, Sales, Security, Data Center, Professional Services, Sales Operations, Wireless, Call Centers, Channel Partners, Integration, Enterprise Software, WAN, Telephony, Troubleshooting
Education
South Dakota State University 1991 — 1997
BA, Economics
M.E. Rhoades, CFA's D.A. Davidson & Co. Experience March 2001 - June 2012
Job Adjunct Instructor at Portland State University
Industry Financial Services
Experience
Robert Half International October 2012 - January 2013
D.A. Davidson & Co. March 2001 - June 2012
Montana Board of Investmetns September 1999 - February 2001
Skills
Investment Strategies, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Management Accounting, Certified QuickBooks...
Education
San Francisco State University, College of Business
MSBA
CFA Institute
CFA Charterholder
San Francisco State University
BA
Robert Half International October 2012 - January 2013
D.A. Davidson & Co. March 2001 - June 2012
Montana Board of Investmetns September 1999 - February 2001
Skills
Investment Strategies, Asset Allocation, Portfolio Management, Equities, Retirement Planning, Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Financial Accounting, Management Accounting, Certified QuickBooks...
Education
San Francisco State University, College of Business
MSBA
CFA Institute
CFA Charterholder
San Francisco State University
BA
Rick CWS®'s D.A. Davidson & Co. Experience September 2009 - Present
Job Senior Vice President, Financial Advisor, CoBranch Manager
Industry Financial Services
Experience
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney January 2000 - September 2009
Citigroup Asset Management 1997 - 2000
Skills
Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Estate Planning, Investment Management, Strategic Financial..., Asset Managment
Education
Willamette University 1993 — 1997
Bachelor of Arts, Business Economics
University of Pittsburgh 1996 — 1996
Semester at Sea
D.A. Davidson & Co. September 2009 - Present
Morgan Stanley Smith Barney January 2000 - September 2009
Citigroup Asset Management 1997 - 2000
Skills
Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Estate Planning, Investment Management, Strategic Financial..., Asset Managment
Education
Willamette University 1993 — 1997
Bachelor of Arts, Business Economics
University of Pittsburgh 1996 — 1996
Semester at Sea
Cynthia Fritch, CFP®, CWS®'s D.A. Davidson & Co. Experience February 1992 - Present
Job VP, Financial Advisor at D.A. Davidson & Co.
Industry Investment Management
Experience
D.A. Davidson & Co. February 1992 - Present
Education
Cannon Financial Institute 2009 — 2010
CWS®, Certified Wealth Strategist
College for Financial Planning 2003 — 2008
CFP®, Financial Planning
University of Montana 1987 — 1991
BS, B. Ad., Finance
Flathead High School 1984 — 1987
D.A. Davidson & Co. February 1992 - Present
Education
Cannon Financial Institute 2009 — 2010
CWS®, Certified Wealth Strategist
College for Financial Planning 2003 — 2008
CFP®, Financial Planning
University of Montana 1987 — 1991
BS, B. Ad., Finance
Flathead High School 1984 — 1987
Avinash Kant, Ph.D.'s D.A. Davidson & Co. Experience August 2008 - February 2015
Job Venture Partner at Phoenix Venture Partners
Industry Venture Capital & Private Equity
Experience
Phoenix Venture Partners July 2015 - Present
D.A. Davidson & Co. August 2008 - February 2015
Broadpoint Capital 2007 - 2008
Canaccord Adams September 2003 - February 2007
SG Cowen Securities January 2001 - August 2003
Conexant Systems January 1998 - January 2001
Skills
Equities, Materials, Financial Analysis, Semiconductors, Financial Modeling, Solar Energy, Equity Research, Process Simulation, Valuation, Cleantech, Materials Science, Investments, Research, Capital Markets
Education
University of California, Berkeley 1994 — 1997
Ph.D., Materials Science & Engineering
Phoenix Venture Partners July 2015 - Present
D.A. Davidson & Co. August 2008 - February 2015
Broadpoint Capital 2007 - 2008
Canaccord Adams September 2003 - February 2007
SG Cowen Securities January 2001 - August 2003
Conexant Systems January 1998 - January 2001
Skills
Equities, Materials, Financial Analysis, Semiconductors, Financial Modeling, Solar Energy, Equity Research, Process Simulation, Valuation, Cleantech, Materials Science, Investments, Research, Capital Markets
Education
University of California, Berkeley 1994 — 1997
Ph.D., Materials Science & Engineering
Abraham Otoupal's D.A. Davidson & Co. Experience September 2013 - Present
Job Financial Advisor at D.A. Davidson & Co.
Industry Consumer Services
Experience
D.A. Davidson & Co. September 2013 - Present
Education
The University of Edinburgh 2007 — 2008
MBA, Entrepreneurship, Innovation, Strategy
Seattle University 1992 — 1996
BA, Psychology
D.A. Davidson & Co. September 2013 - Present
Education
The University of Edinburgh 2007 — 2008
MBA, Entrepreneurship, Innovation, Strategy
Seattle University 1992 — 1996
BA, Psychology
Errol Rice's D.A. Davidson & Co. Experience January 2003 - January 2009
Job at Xyz Inc
Industry Investment Banking
Experience
Xyz Inc January 2009 - Present
D.A. Davidson & Co. January 2003 - January 2009
Education
University of Notre Dame 1998 — 2002
BA, Finance
Xyz Inc January 2009 - Present
D.A. Davidson & Co. January 2003 - January 2009
Education
University of Notre Dame 1998 — 2002
BA, Finance
Lisa Takeuchi's D.A. Davidson & Co. Experience December 2010 - Present
Job Public Finance Associate at D.A. Davidson & Co.
Industry Investment Banking
Experience
D.A. Davidson & Co. December 2010 - Present
Premera Blue Cross June 2008 - October 2009
Enterprise Rent-A-Car 2005 - 2008
Skills
Human Resources, Customer Service, Recruiting, Microsoft Excel, Employee Relations, Team Building, Training
Education
Seattle University 2001 — 2004
General Science - Pre Med, Science
D.A. Davidson & Co. December 2010 - Present
Premera Blue Cross June 2008 - October 2009
Enterprise Rent-A-Car 2005 - 2008
Skills
Human Resources, Customer Service, Recruiting, Microsoft Excel, Employee Relations, Team Building, Training
Education
Seattle University 2001 — 2004
General Science - Pre Med, Science
Matthew Riendeau's D.A. Davidson & Co. Experience May 2005 - January 2009
Job Vice President at Cascadia Capital
Industry Investment Banking
Experience
Cascadia Capital January 2014 - Present
Cascadia Capital January 2013 - December 2013
Cascadia Capital, LLC August 2009 - January 2013
D.A. Davidson & Co. May 2005 - January 2009
Skills
Mergers, Equities, Mergers & Acquisitions, IPO, Restructuring, Financial Services, Investment Banking, Private Equity, Corporate Development, Due Diligence
Education
Seattle University 2001 — 2005
Bachelor of Arts in Business Administration, Finance
Cascadia Capital January 2014 - Present
Cascadia Capital January 2013 - December 2013
Cascadia Capital, LLC August 2009 - January 2013
D.A. Davidson & Co. May 2005 - January 2009
Skills
Mergers, Equities, Mergers & Acquisitions, IPO, Restructuring, Financial Services, Investment Banking, Private Equity, Corporate Development, Due Diligence
Education
Seattle University 2001 — 2005
Bachelor of Arts in Business Administration, Finance
Andy Kamm's D.A. Davidson & Co. Experience November 2013 - Present
Job Senior Vice President, Trading
Industry Financial Services
Experience
D.A. Davidson & Co. November 2013 - Present
D.A. Davidson Companies November 2013 - Present
Skills
Trading, ABS, Capital Markets, New Business Development, Derivatives, Credit Derivatives, Fixed Income, Structured Products, Bonds, Bloomberg
Education
University of Florida 1979 — 1983
BS, Finance
D.A. Davidson & Co. November 2013 - Present
D.A. Davidson Companies November 2013 - Present
Skills
Trading, ABS, Capital Markets, New Business Development, Derivatives, Credit Derivatives, Fixed Income, Structured Products, Bonds, Bloomberg
Education
University of Florida 1979 — 1983
BS, Finance
Kent Francis's D.A. Davidson & Co. Experience September 2009 - Present
Job Associate Financial Advisor
Industry Financial Services
Experience
D.A. Davidson & Co. September 2009 - Present
Skills
Series 7
Education
Southern Oregon University 1985 — 1988
Bachelor of Science, Business
D.A. Davidson & Co. September 2009 - Present
Skills
Series 7
Education
Southern Oregon University 1985 — 1988
Bachelor of Science, Business
Sean Pigg's D.A. Davidson & Co. Experience November 2013 - June 2015
Job Senior Vice President at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC June 2015 - Present
D.A. Davidson & Co. November 2013 - June 2015
Pierpont Securities October 2012 - November 2013
Edward Jones June 2011 - October 2012
FTN Financial March 2010 - June 2011
First Horizon May 2008 - March 2010
PricewaterhouseCoopers September 2006 - May 2008
PricewaterhouseCoopers January 2005 - May 2005
Skills
Series 7, Series 63, Building Relationships, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Fixed Income Analysis, Finance, Accounting, Portfolio Management, Financial Services, Capital Markets, SEC filings, Financial Analysis, Financial Reporting, Securities, Valuation
Education
University of Mississippi 2005 — 2006
Master's, Accountancy
University of Mississippi 2001 — 2005
Bachelor's, Accountancy
Brean Capital, LLC June 2015 - Present
D.A. Davidson & Co. November 2013 - June 2015
Pierpont Securities October 2012 - November 2013
Edward Jones June 2011 - October 2012
FTN Financial March 2010 - June 2011
First Horizon May 2008 - March 2010
PricewaterhouseCoopers September 2006 - May 2008
PricewaterhouseCoopers January 2005 - May 2005
Skills
Series 7, Series 63, Building Relationships, Bloomberg, Microsoft Excel, Microsoft Word, PowerPoint, Fixed Income, Fixed Income Analysis, Finance, Accounting, Portfolio Management, Financial Services, Capital Markets, SEC filings, Financial Analysis, Financial Reporting, Securities, Valuation
Education
University of Mississippi 2005 — 2006
Master's, Accountancy
University of Mississippi 2001 — 2005
Bachelor's, Accountancy
Ella Bucheger, CRSP's D.A. Davidson & Co. Experience January 2008 - July 2009
Job Client Service Consultant at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Institutional Retirement & Trust November 2012 - Present
Wells Fargo November 2011 - November 2012
St. Joseph's Hospital August 2009 - November 2011
D.A. Davidson & Co. January 2008 - July 2009
Skills
Financial Analysis, Microsoft Office, Marketing, Customer Service, Research, Investments, Process Improvement, Leadership
Education
Seattle University 2003 — 2006
Bachelor of Arts in Business Administration, Finance, Economics, Magna Cum Laude
Wells Fargo Institutional Retirement & Trust November 2012 - Present
Wells Fargo November 2011 - November 2012
St. Joseph's Hospital August 2009 - November 2011
D.A. Davidson & Co. January 2008 - July 2009
Skills
Financial Analysis, Microsoft Office, Marketing, Customer Service, Research, Investments, Process Improvement, Leadership
Education
Seattle University 2003 — 2006
Bachelor of Arts in Business Administration, Finance, Economics, Magna Cum Laude
Erik Wald's D.A. Davidson & Co. Experience January 2000 - January 2003
Job Vice President, Senior Equity Research Analyst at Quest Investment Management
Industry Financial Services
Experience
Quest Investment Management 2012 - Present
Mazama Capital Management June 2006 - January 2012
Touchstone Investment Managers 2003 - 2006
D.A. Davidson & Co. January 2000 - January 2003
Skills
Asset Management, Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Investment Management, Investor Relations, Hedge Funds, Trading, Capital Markets, Financial Analysis, Bloomberg, Fixed Income, Mutual Funds, Investment Banking, Series 7, Private Equity, Finance, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Business, Finance, Marketing, Economics
Quest Investment Management 2012 - Present
Mazama Capital Management June 2006 - January 2012
Touchstone Investment Managers 2003 - 2006
D.A. Davidson & Co. January 2000 - January 2003
Skills
Asset Management, Equity Research, Financial Modeling, Investments, Equities, Portfolio Management, Alternative Investments, Valuation, Asset Allocation, Investment Management, Investor Relations, Hedge Funds, Trading, Capital Markets, Financial Analysis, Bloomberg, Fixed Income, Mutual Funds, Investment Banking, Series 7, Private Equity, Finance, Securities
Education
University of Oregon - Charles H. Lundquist College of Business 1996 — 2000
Business, Finance, Marketing, Economics
Brent Thielman's D.A. Davidson & Co. Experience January 2004 - Present
Job Equity Research Analyst, Construction Products and Metals
Industry Financial Services
Experience
D.A. Davidson & Co. January 2004 - Present
Skills
Equity Research, Equity Valuation, Capital Markets, Equities, Series 7
Education
University of Oregon
BS, Economics
D.A. Davidson & Co. January 2004 - Present
Skills
Equity Research, Equity Valuation, Capital Markets, Equities, Series 7
Education
University of Oregon
BS, Economics
Jack McInerney's D.A. Davidson & Co. Experience February 1998 - Present
Job Vice President, Financial Advisor, D. A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. February 1998 - Present
Live Water Properties 2012 - Present
Education
The University of Montana 1981 — 1984
B. S., Business Administration
D.A. Davidson & Co. February 1998 - Present
Live Water Properties 2012 - Present
Education
The University of Montana 1981 — 1984
B. S., Business Administration
Tristan Richardson's D.A. Davidson & Co. Experience May 2011 - November 2014
Job Research Analyst at SunTrust
Industry Capital Markets
Experience
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
SunTrust Robinson Humphrey December 2014 - Present
D.A. Davidson & Co. May 2011 - November 2014
D.A. Davidson & Co. May 2007 - May 2011
American Funds June 2006 - May 2007
Capital Group 2006 - 2007
Skills
Capital Markets, Financial Modeling, Equities, Equity Research, Valuation
Education
Trinity University 2002 — 2006
BS, Finance, Economics
Hope Boyce, CWS®'s D.A. Davidson & Co. Experience July 2001 - Present
Job Senior Vice President, Financial Advisor
Industry Financial Services
Experience
D.A. Davidson & Co. July 2001 - Present
Skills
Investments, Series 7, Equities, Mutual Funds, Series 63, Retirement, Management, Microsoft Office, Public Speaking, Financial Services, Estate Planning, Financial Planning
Education
University of Oklahoma 1979 — 1983
Bachelors of Business Administration, Business/Geology
D.A. Davidson & Co. July 2001 - Present
Skills
Investments, Series 7, Equities, Mutual Funds, Series 63, Retirement, Management, Microsoft Office, Public Speaking, Financial Services, Estate Planning, Financial Planning
Education
University of Oklahoma 1979 — 1983
Bachelors of Business Administration, Business/Geology
David Halling's D.A. Davidson & Co. Experience January 1999 - June 2006
Job Senior Wealth Management Specialist at Alaska Trust Company
Industry Financial Services
Experience
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Alaska Trust Company October 2014 - Present
KeyBanc Capital Markets November 2013 - June 2014
Oppenheimer & Company December 2007 - November 2013
Key Bank June 2006 - December 2007
D.A. Davidson & Co. January 1999 - June 2006
Sutro & Company 1994 - 1996
Charles Schwab & Company 1989 - 1994
Skills
Bloomberg Terminal, Windows, Bloomberg, Investments, Fixed Income, Portfolio Management, Banking
Education
University of California, Davis 1983 — 1987
BA, Economics and Political Science
University of California, Davis 1983 — 1987
Bachelor of Arts (BA), Economics
Hugh Lau, CIMA's D.A. Davidson & Co. Experience June 2009 - Present
Job Financial Advisor at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. June 2009 - Present
A.G. Edwards July 2000 - June 2009
Skills
Retirement Planning
Education
University of Iowa 1992 — 1997
B.A
D.A. Davidson & Co. June 2009 - Present
A.G. Edwards July 2000 - June 2009
Skills
Retirement Planning
Education
University of Iowa 1992 — 1997
B.A
Clark Pederson's D.A. Davidson & Co. Experience July 2012 - Present
Job Vice President, Financial Advisor
Industry Investment Management
Experience
D.A. Davidson & Co. July 2012 - Present
South Valley Wealth Management 2005 - July 2012
Education
University of Oregon 1972 — 1976
BS, Econimics
D.A. Davidson & Co. July 2012 - Present
South Valley Wealth Management 2005 - July 2012
Education
University of Oregon 1972 — 1976
BS, Econimics
Kassie Longfellow's D.A. Davidson & Co. Experience September 2010 - Present
Job Financial Planning Assistant
Industry Financial Services
Experience
D.A. Davidson & Co. September 2010 - Present
Education
University of Great Falls 2007 — 2010
Bachelor of Science in Business Administration, Business
Rocky Mountain College 2006 — 2007
Business
D.A. Davidson & Co. September 2010 - Present
Education
University of Great Falls 2007 — 2010
Bachelor of Science in Business Administration, Business
Rocky Mountain College 2006 — 2007
Business
Kevin Mcloughlin's D.A. Davidson & Co. Experience July 2013 - Present
Job Financial Advisor at D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson & Co. July 2013 - Present
D.A. Davidson & Co. February 2013 - June 2013
Rogue Valley Manor January 2000 - August 2012
Education
Southern Oregon University 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
North Valley High School 1980 — 1984
D.A. Davidson & Co. July 2013 - Present
D.A. Davidson & Co. February 2013 - June 2013
Rogue Valley Manor January 2000 - August 2012
Education
Southern Oregon University 1984 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
North Valley High School 1980 — 1984
John Marty's D.A. Davidson & Co. Experience February 2011 - December 2011
Job Sr. Finance Manager at adidas group
Industry Sporting Goods
Experience
adidas Group March 2015 - Present
adidas group February 2014 - March 2015
adidas group January 2012 - February 2014
D.A. Davidson & Co. February 2011 - December 2011
The Berry Group June 2007 - September 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Outlook, Bloomberg, Financial Analysis, Investments, Finance, Asset Allocation, Portfolio Management, Forecasting, Cross-functional..., Corporate Finance, Process Improvement
Education
University of Portland 2003 — 2007
B.B.A, Finance
adidas Group March 2015 - Present
adidas group February 2014 - March 2015
adidas group January 2012 - February 2014
D.A. Davidson & Co. February 2011 - December 2011
The Berry Group June 2007 - September 2010
Skills
Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Outlook, Bloomberg, Financial Analysis, Investments, Finance, Asset Allocation, Portfolio Management, Forecasting, Cross-functional..., Corporate Finance, Process Improvement
Education
University of Portland 2003 — 2007
B.B.A, Finance
April Figone's D.A. Davidson & Co. Experience 2005 - Present
Job VP, Marketing & Corporate Access at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. 2005 - Present
Libra Investments 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Skills
PowerPoint, Strategic Planning, Event Planning, Customer Service, Microsoft Excel, Marketing, Leadership, Meeting Planning, Fundraising, Budgets, Public Relations, Nonprofits
Education
University of California, Santa Barbara 1978 — 1983
BA, Liberal Arts
D.A. Davidson & Co. 2005 - Present
Libra Investments 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Skills
PowerPoint, Strategic Planning, Event Planning, Customer Service, Microsoft Excel, Marketing, Leadership, Meeting Planning, Fundraising, Budgets, Public Relations, Nonprofits
Education
University of California, Santa Barbara 1978 — 1983
BA, Liberal Arts
David Tschetter, CWS®'s D.A. Davidson & Co. Experience February 2012 - Present
Job Financial Consultant, Tschetter Group, D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. February 2012 - Present
Education
University of San Diego 2006 — 2011
Bachelor of Business Administration (B.B.A.)
The bush school
D.A. Davidson & Co. February 2012 - Present
Education
University of San Diego 2006 — 2011
Bachelor of Business Administration (B.B.A.)
The bush school
Paul Fahey, Jr., CFP®'s D.A. Davidson & Co. Experience May 2006 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
D.A. Davidson & Co. May 2006 - Present
Education
University of Southern California 2001 — 2006
B.A. Political Science
D.A. Davidson & Co. May 2006 - Present
Education
University of Southern California 2001 — 2006
B.A. Political Science
Cassandra Ayers's D.A. Davidson & Co. Experience February 2014 - Present
Job Computer Systems Administrator at D.A. Davidson & Co.
Industry Information Technology and Services
Experience
D.A. Davidson & Co. February 2014 - Present
D.A. Davidson & Co. April 2013 - February 2014
D.A. Davidson & Co. December 2010 - April 2013
Center for Mental Health June 2009 - December 2010
University of Great Falls January 2007 - May 2009
Skills
System Administration, Technical Support, Microsoft Exchange, Windows 7, Software Documentation, Security, Help Desk Support, Troubleshooting, Adobe Creative Suite, Workstations, Server Administration, Computer Hardware, Windows Vista, XP, Active Directory, DHCP, TCP/IP, Vendor Management, Wireless Networking, Antivirus, Leadership, Printers, ThomsonOne, Microsoft Office, Customer Service, Technical Documentation, End User Training, Dell PowerEdge Servers, Dell PowerConnect, Symantec Backup, Backup Exec, vSphere
Education
University of Great Falls 2005 — 2009
Bachelor's of Science in Computer Science, Minor: Networking, 3.78
D.A. Davidson & Co. February 2014 - Present
D.A. Davidson & Co. April 2013 - February 2014
D.A. Davidson & Co. December 2010 - April 2013
Center for Mental Health June 2009 - December 2010
University of Great Falls January 2007 - May 2009
Skills
System Administration, Technical Support, Microsoft Exchange, Windows 7, Software Documentation, Security, Help Desk Support, Troubleshooting, Adobe Creative Suite, Workstations, Server Administration, Computer Hardware, Windows Vista, XP, Active Directory, DHCP, TCP/IP, Vendor Management, Wireless Networking, Antivirus, Leadership, Printers, ThomsonOne, Microsoft Office, Customer Service, Technical Documentation, End User Training, Dell PowerEdge Servers, Dell PowerConnect, Symantec Backup, Backup Exec, vSphere
Education
University of Great Falls 2005 — 2009
Bachelor's of Science in Computer Science, Minor: Networking, 3.78
George Tootle's D.A. Davidson & Co. Experience January 1999 - December 2006
Job Unemployed
Industry Financial Services
Experience
Home October 2012 - Present
Comprehensive Software Systems November 2007 - October 2012
D.A. Davidson & Co. January 1999 - December 2006
The Ohio Company January 1969 - December 1998
Skills
Business Development, Strategy, CRM, Business Strategy, Financial Services, Broker-Dealer Operations
Education
The Ohio State University 1964 — 1968
Bachelor of Arts (B.A.), Economics
Home October 2012 - Present
Comprehensive Software Systems November 2007 - October 2012
D.A. Davidson & Co. January 1999 - December 2006
The Ohio Company January 1969 - December 1998
Skills
Business Development, Strategy, CRM, Business Strategy, Financial Services, Broker-Dealer Operations
Education
The Ohio State University 1964 — 1968
Bachelor of Arts (B.A.), Economics
Kevin Swiryn's D.A. Davidson & Co. Experience September 2009 - April 2010
Job Commercial Insurance & Risk Advisor at Kibble & Prentice
Industry Insurance
Experience
Kibble & Prentice May 2012 - Present
UW Men's Rugby Club May 2012 - Present
Sporting Union Agenais June 2010 - March 2012
USA Rugby May 2009 - March 2012
TRInternational, Inc. January 2009 - May 2010
USA Rugby September 2008 - May 2010
D.A. Davidson & Co. September 2009 - April 2010
Velocity Sports Performance March 2008 - March 2009
Skills
Problem Solving, Organizational Structure, Takes Initiative, Technologically Savvy, Willingness to take on..., Time Management, Skilled Communicator, High Work Ethic, Computer literate, Bilingual-French, Able To Work Under..., Leadership, Fitness, Contract Negotiation, New Business Development, Sports, Account Management, Sports Management, Event Planning, French, Rugby, Event Management, Business Development, Ethics, Sports Marketing, Coaching, Process Scheduler, Sales, Teamwork, Cold Calling, Employee Benefits, Marketing, Management, Sales Management, Social Media Marketing, Social Networking, Training, Sports Coaching
Education
Saint Mary's College of California 2003 — 2008
BA, Kinesiology Health and Human Performance, Pre-Medical emphasis
Kibble & Prentice May 2012 - Present
UW Men's Rugby Club May 2012 - Present
Sporting Union Agenais June 2010 - March 2012
USA Rugby May 2009 - March 2012
TRInternational, Inc. January 2009 - May 2010
USA Rugby September 2008 - May 2010
D.A. Davidson & Co. September 2009 - April 2010
Velocity Sports Performance March 2008 - March 2009
Skills
Problem Solving, Organizational Structure, Takes Initiative, Technologically Savvy, Willingness to take on..., Time Management, Skilled Communicator, High Work Ethic, Computer literate, Bilingual-French, Able To Work Under..., Leadership, Fitness, Contract Negotiation, New Business Development, Sports, Account Management, Sports Management, Event Planning, French, Rugby, Event Management, Business Development, Ethics, Sports Marketing, Coaching, Process Scheduler, Sales, Teamwork, Cold Calling, Employee Benefits, Marketing, Management, Sales Management, Social Media Marketing, Social Networking, Training, Sports Coaching
Education
Saint Mary's College of California 2003 — 2008
BA, Kinesiology Health and Human Performance, Pre-Medical emphasis
William Spivey's D.A. Davidson & Co. Experience February 2008 - June 2011
Job Executive Director at the Florida Development Finance Corp.
Industry Financial Services
Experience
Florida Development Finance Corporation January 2013 - Present
Enterprise Florida January 2013 - Present
venVelo September 2014 - Present
Keystone ELF Inc. July 2011 - January 2013
Emanuel University of Oradea, Griffiths School of Management 2007 - 2012
D.A. Davidson & Co. February 2008 - June 2011
JEC Advisors, Inc. November 2006 - January 2008
D.A. Davidson & Co. January 2003 - October 2006
City of Lake Mary August 1999 - December 2002
Bridge & Slaughter, LLC November 1997 - July 1999
Skills
Public Speaking, Strategic Planning, Microsoft Office, Research, Microsoft Excel, PowerPoint, Entrepreneurship, Start-up Ventures
Education
UNC Chapel Hill 1995 — 1997
Bachelor of Arts, Geography
Seminole Community College 1990 — 1994
Associate of Arts, Geography
Florida Development Finance Corporation January 2013 - Present
Enterprise Florida January 2013 - Present
venVelo September 2014 - Present
Keystone ELF Inc. July 2011 - January 2013
Emanuel University of Oradea, Griffiths School of Management 2007 - 2012
D.A. Davidson & Co. February 2008 - June 2011
JEC Advisors, Inc. November 2006 - January 2008
D.A. Davidson & Co. January 2003 - October 2006
City of Lake Mary August 1999 - December 2002
Bridge & Slaughter, LLC November 1997 - July 1999
Skills
Public Speaking, Strategic Planning, Microsoft Office, Research, Microsoft Excel, PowerPoint, Entrepreneurship, Start-up Ventures
Education
UNC Chapel Hill 1995 — 1997
Bachelor of Arts, Geography
Seminole Community College 1990 — 1994
Associate of Arts, Geography
Jaime Webster, MA, LPC's D.A. Davidson & Co. Experience July 2008 - August 2010
Job Clinical Team Lead at Community Reach Center
Industry Mental Health Care
Experience
Community Reach Center December 2014 - Present
Arapahoe / Douglas Mental Health Network June 2012 - Present
Arapahoe / Douglas Mental Health Network August 2014 - December 2014
Arapahoe/Douglas Mental Health Network September 2011 - June 2012
The Carter Center June 2011 - August 2011
Mercy Housing September 2010 - June 2011
Seattle Rainz September 2008 - August 2010
D.A. Davidson & Co. July 2008 - August 2010
Seattle Rainz June 2007 - August 2010
Head Coach, JV Team September 2008 - June 2010
Skills
Trauma Therapy, Crisis Intervention, Disaster Recovery, Disaster Response, Team-oriented, Child Therapy, Organization, Multi-cultural..., SOAP notes, Motivational..., Mental Health Counseling, Group Therapy, Treatment, Public Speaking, CBT, Psychology, Community Outreach
Education
University of Denver 2010 — 2012
Master's degree, International Disaster Psychology
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Community Reach Center December 2014 - Present
Arapahoe / Douglas Mental Health Network June 2012 - Present
Arapahoe / Douglas Mental Health Network August 2014 - December 2014
Arapahoe/Douglas Mental Health Network September 2011 - June 2012
The Carter Center June 2011 - August 2011
Mercy Housing September 2010 - June 2011
Seattle Rainz September 2008 - August 2010
D.A. Davidson & Co. July 2008 - August 2010
Seattle Rainz June 2007 - August 2010
Head Coach, JV Team September 2008 - June 2010
Skills
Trauma Therapy, Crisis Intervention, Disaster Recovery, Disaster Response, Team-oriented, Child Therapy, Organization, Multi-cultural..., SOAP notes, Motivational..., Mental Health Counseling, Group Therapy, Treatment, Public Speaking, CBT, Psychology, Community Outreach
Education
University of Denver 2010 — 2012
Master's degree, International Disaster Psychology
Colorado College 2004 — 2008
Bachelor of Arts (B.A.), Psychology
Chris Denny's D.A. Davidson & Co. Experience October 2006 - June 2012
Job Portfolio Manager at Tennessee Consolidated Retirement System
Industry Financial Services
Experience
Tennessee Consolidated Retirement System June 2014 - Present
Tennessee Consolidated Retirement System May 2013 - May 2014
D.A. Davidson & Co. October 2006 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Accounting, Financial Analysis, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Trinity University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Tennessee Consolidated Retirement System June 2014 - Present
Tennessee Consolidated Retirement System May 2013 - May 2014
D.A. Davidson & Co. October 2006 - June 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Accounting, Financial Analysis, Investments
Education
Vanderbilt University - Owen Graduate School of Management 2012 — 2014
Master of Business Administration (MBA)
Trinity University 2002 — 2006
Bachelor of Science (B.S.), Finance, General
Shirish Mulherkar's D.A. Davidson & Co. Experience February 1998 - May 2008
Job SelfEmployed
Industry Financial Services
Experience
Seattle JazzED 2010 - Present
D.A. Davidson & Co. February 1998 - May 2008
Skills
Investments, Wealth Management, Equities, Strategic Financial..., Portfolio Management, Series 7
Education
State University of New York at Stony Brook 1974 — 1976
Master's degree, Public Policy Analysis
Seattle JazzED 2010 - Present
D.A. Davidson & Co. February 1998 - May 2008
Skills
Investments, Wealth Management, Equities, Strategic Financial..., Portfolio Management, Series 7
Education
State University of New York at Stony Brook 1974 — 1976
Master's degree, Public Policy Analysis
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS