D.A. Davidson Companies
Industry: Management services company
DescriptionHeadquarters: Great Falls, MT Founded: 1986 Subsidiaries: D. A. Davidson & Co.,
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D.A. Davidson Companies Employees
Employee
Years
Job
Industry
Teri Lenahan Teri Lenahan's D.A. Davidson Companies Experience May 2005 - September 2014
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2014 - Present
D.A. Davidson Companies May 2005 - September 2014
A.G. Edwards & Sons, Inc. 1999 - 2005
Ready, Set Go Deschutes County January 1995 - June 1997
Sopris Laundry June 1992 - February 1994
Basalt Elementary School September 1990 - June 1992
Skills
Microsoft Excel, Outlook, Customer Service, Microsoft Office, Administrative..., Microsoft Word, PowerPoint, Office Management, Insurance, Data Entry, Office Administration, Project Planning, Volunteer Training, Leadership, Budgets, Public Speaking, Research, Banking, Administrative..., Employee Training, Training, Process Scheduler, Event Planning, Project Management, Social Media, Time Management
Education
Portland Community College
Associate's Degree, General Studies
Thomas More College
Psychology and Early Childhood Education
University of Cincinnati
Early Childhood Education and Teaching
Edward Jones December 2014 - Present
D.A. Davidson Companies May 2005 - September 2014
A.G. Edwards & Sons, Inc. 1999 - 2005
Ready, Set Go Deschutes County January 1995 - June 1997
Sopris Laundry June 1992 - February 1994
Basalt Elementary School September 1990 - June 1992
Skills
Microsoft Excel, Outlook, Customer Service, Microsoft Office, Administrative..., Microsoft Word, PowerPoint, Office Management, Insurance, Data Entry, Office Administration, Project Planning, Volunteer Training, Leadership, Budgets, Public Speaking, Research, Banking, Administrative..., Employee Training, Training, Process Scheduler, Event Planning, Project Management, Social Media, Time Management
Education
Portland Community College
Associate's Degree, General Studies
Thomas More College
Psychology and Early Childhood Education
University of Cincinnati
Early Childhood Education and Teaching
Tanner Peterson Tanner Peterson's D.A. Davidson Companies Experience October 2013 - May 2014
Job Sr. Research Associate at PitchBook Data
Industry Venture Capital & Private Equity
Experience
PitchBook Data May 2015 - Present
PitchBook Data June 2014 - Present
D.A. Davidson Companies October 2013 - May 2014
Skills
Microsoft Excel, Private Equity, Microsoft SQL Server, VBA, Process Improvement, Financial Services
Education
Washington State University 2010 — 2014
Bachelor of Arts (B.A.), Finance and Management & Operations.
Korea University
PitchBook Data May 2015 - Present
PitchBook Data June 2014 - Present
D.A. Davidson Companies October 2013 - May 2014
Skills
Microsoft Excel, Private Equity, Microsoft SQL Server, VBA, Process Improvement, Financial Services
Education
Washington State University 2010 — 2014
Bachelor of Arts (B.A.), Finance and Management & Operations.
Korea University
Tyler Snover Tyler Snover's D.A. Davidson Companies Experience March 2015 - Present
Job Investment Banking Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
KPMG Corporate Finance LLC July 2013 - March 2015
Resource Land Holdings January 2012 - May 2012
Prime, Buchholz & Associates May 2011 - August 2011
Education
Colorado College 2010 — 2013
Bachelor of Arts (B.A.), Economics
D.A. Davidson Companies March 2015 - Present
KPMG Corporate Finance LLC July 2013 - March 2015
Resource Land Holdings January 2012 - May 2012
Prime, Buchholz & Associates May 2011 - August 2011
Education
Colorado College 2010 — 2013
Bachelor of Arts (B.A.), Economics
Kyle Tenzeldam Kyle Tenzeldam's D.A. Davidson Companies Experience April 2015 - Present
Job Computer Support Specialist at D.A. Davidson Companies
Industry Information Services
Experience
D.A. Davidson Companies April 2015 - Present
Providence Health & Services November 2014 - February 2015
Salesforce.com October 2012 - July 2014
WorkforceLogic - Yahoo! July 2012 - October 2012
Eleven Wireless Inc. May 2011 - June 2012
Columbia Sportswear July 2007 - May 2011
AboutUs July 2009 - December 2009
Columbia Sportswear March 2006 - July 2007
Passage Events October 2005 - January 2006
RadioShack October 2005 - January 2006
Skills
Technical Support, Customer Service, Microsoft Office, Marketing, Adobe Creative Suite, Apple Remote Desktop, Windows, SaaS, Merchandising, Retail, Computer Network..., Supply Chain Management, Purchasing, Apple, GoToMeeting, LogMeIn, ElevenOS, zendesk, FTP, Accounting, Retail Math, Web Hosting, Linux
Education
Portland Community College 2010 — 2012
George Fox University 2001 — 2005
B.A, Business Administration and Marketing
D.A. Davidson Companies April 2015 - Present
Providence Health & Services November 2014 - February 2015
Salesforce.com October 2012 - July 2014
WorkforceLogic - Yahoo! July 2012 - October 2012
Eleven Wireless Inc. May 2011 - June 2012
Columbia Sportswear July 2007 - May 2011
AboutUs July 2009 - December 2009
Columbia Sportswear March 2006 - July 2007
Passage Events October 2005 - January 2006
RadioShack October 2005 - January 2006
Skills
Technical Support, Customer Service, Microsoft Office, Marketing, Adobe Creative Suite, Apple Remote Desktop, Windows, SaaS, Merchandising, Retail, Computer Network..., Supply Chain Management, Purchasing, Apple, GoToMeeting, LogMeIn, ElevenOS, zendesk, FTP, Accounting, Retail Math, Web Hosting, Linux
Education
Portland Community College 2010 — 2012
George Fox University 2001 — 2005
B.A, Business Administration and Marketing
Pahoran Da Silva's D.A. Davidson Companies Experience August 2013 - May 2015
Job Business Analyst
Industry Higher Education
Experience
HealthEquity January 2015 - Present
D.A. Davidson Companies August 2013 - May 2015
HealthEquity June 2014 - January 2015
The Cheesecake Factory October 2013 - January 2015
Tucanos Brazilian Grill April 2008 - November 2013
Tucanos Brazilian Grill August 2011 - August 2013
Skills
Customer Service, Leadership, Management, Customer Satisfaction, Training, Team Leadership, Employee Relations, Microsoft Excel, Inventory Management, Public Speaking, Time Management, Social Media, Sales, Process Improvement, Microsoft Word, Financial Analysis, Data Analysis, Analysis, Finance, Team Building, Portfolio Management, Business Analysis, Employee Training, Equity Research, Financial Modeling, Problem Solving, Team Management, Timely Decision Making, People Skills, Entrepreneurship, Bloomberg Terminal, Research, Strategic Planning, PowerPoint, Coaching, T-SQL, Scrum, Agile Methodologies, Product Management, TFS, Microsoft Office
Education
Westminster College 2013 — 2015
Bachelor's degree, Finance, General, 3.86
Salt Lake Community College 2008 — 2013
Associate of Science (A.S.), Business, 3.5
HealthEquity January 2015 - Present
D.A. Davidson Companies August 2013 - May 2015
HealthEquity June 2014 - January 2015
The Cheesecake Factory October 2013 - January 2015
Tucanos Brazilian Grill April 2008 - November 2013
Tucanos Brazilian Grill August 2011 - August 2013
Skills
Customer Service, Leadership, Management, Customer Satisfaction, Training, Team Leadership, Employee Relations, Microsoft Excel, Inventory Management, Public Speaking, Time Management, Social Media, Sales, Process Improvement, Microsoft Word, Financial Analysis, Data Analysis, Analysis, Finance, Team Building, Portfolio Management, Business Analysis, Employee Training, Equity Research, Financial Modeling, Problem Solving, Team Management, Timely Decision Making, People Skills, Entrepreneurship, Bloomberg Terminal, Research, Strategic Planning, PowerPoint, Coaching, T-SQL, Scrum, Agile Methodologies, Product Management, TFS, Microsoft Office
Education
Westminster College 2013 — 2015
Bachelor's degree, Finance, General, 3.86
Salt Lake Community College 2008 — 2013
Associate of Science (A.S.), Business, 3.5
Andre La Brec Andre La Brec's D.A. Davidson Companies Experience December 2014 - Present
Job Investment Banking Analyst at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson Companies December 2014 - Present
Harvey & Company LLC September 2014 - December 2014
Self-Employed December 2013 - December 2014
Boys and Girls Clubs of America October 2013 - August 2014
AfterForeclosure.com October 2013 - February 2014
Treo Solutions May 2012 - August 2012
Boys & Girls Clubs of Greater San Diego May 2010 - August 2011
Henry's Farmers Market May 2008 - May 2010
Vector Marketing March 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Research, Sales, PowerPoint, Customer Service, Analysis, Social Media Marketing, Social Media, Training, Social Networking, Entrepreneurship, Marketing, Investments, Data Analysis, Microsoft Word, Public Speaking, Leadership, Team Leadership, Financial Analysis, Finance, Program Management, Data Entry, Databases, Teaching, Economics, Stata, Teamwork, Event Planning, Editing, Facebook, Event Management, Fundraising, Nonprofits, Blogging, Time Management, Critical Thinking, Coaching, Community Outreach, Team Building, Lead Generation, Google Docs, SEO, Bill Payment, Account Management, Billing Systems, Corporate Finance
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Legal Studies, General, Cum Laude with 3.73
Palomar College 2008 — 2011
IGETC Certification, 3.93
D.A. Davidson Companies December 2014 - Present
Harvey & Company LLC September 2014 - December 2014
Self-Employed December 2013 - December 2014
Boys and Girls Clubs of America October 2013 - August 2014
AfterForeclosure.com October 2013 - February 2014
Treo Solutions May 2012 - August 2012
Boys & Girls Clubs of Greater San Diego May 2010 - August 2011
Henry's Farmers Market May 2008 - May 2010
Vector Marketing March 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Research, Sales, PowerPoint, Customer Service, Analysis, Social Media Marketing, Social Media, Training, Social Networking, Entrepreneurship, Marketing, Investments, Data Analysis, Microsoft Word, Public Speaking, Leadership, Team Leadership, Financial Analysis, Finance, Program Management, Data Entry, Databases, Teaching, Economics, Stata, Teamwork, Event Planning, Editing, Facebook, Event Management, Fundraising, Nonprofits, Blogging, Time Management, Critical Thinking, Coaching, Community Outreach, Team Building, Lead Generation, Google Docs, SEO, Bill Payment, Account Management, Billing Systems, Corporate Finance
Education
University of California, Berkeley 2011 — 2013
Bachelor of Arts (B.A.), Legal Studies, General, Cum Laude with 3.73
Palomar College 2008 — 2011
IGETC Certification, 3.93
Connor D. Brown Connor D. Brown's D.A. Davidson Companies Experience August 2014 - June 2015
Job MPA Student at the University of Texas at Austin, Incoming Assurance Associate at PwC
Industry Accounting
Experience
The University of Texas at Austin September 2015 - Present
PwC June 2015 - August 2015
D.A. Davidson Companies August 2014 - June 2015
PwC July 2014 - July 2014
Airblaster January 2013 - June 2013
Self-Employed January 2012 - June 2013
YoBeat January 2012 - October 2012
Exit Real World October 2008 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Master’s Degree, Accounting
Westminster College 2011 — 2015
Bachelor’s Degree, Accounting and Finance, 3.98 GPA
The University of Texas at Austin September 2015 - Present
PwC June 2015 - August 2015
D.A. Davidson Companies August 2014 - June 2015
PwC July 2014 - July 2014
Airblaster January 2013 - June 2013
Self-Employed January 2012 - June 2013
YoBeat January 2012 - October 2012
Exit Real World October 2008 - August 2011
Education
The University of Texas at Austin - Red McCombs School of Business 2015 — 2016
Master’s Degree, Accounting
Westminster College 2011 — 2015
Bachelor’s Degree, Accounting and Finance, 3.98 GPA
Lori Grasham Lori Grasham's D.A. Davidson Companies Experience August 2000 - February 2003
Job Public Relations Marketing Specialist at American Income Life Insurance Company
Industry Insurance
Experience
American Income Life Insurance Company January 2013 - Present
Onyx Equity Traders October 2010 - January 2013
Cantella & Co., Inc. February 2003 - 2009
D.A. Davidson Companies August 2000 - February 2003
Skills
Sales, Team Building, Strategic Planning, Customer Service, Public Speaking, Management
Education
University of Idaho
Bachelor of Science (BS), Finance
American Income Life Insurance Company January 2013 - Present
Onyx Equity Traders October 2010 - January 2013
Cantella & Co., Inc. February 2003 - 2009
D.A. Davidson Companies August 2000 - February 2003
Skills
Sales, Team Building, Strategic Planning, Customer Service, Public Speaking, Management
Education
University of Idaho
Bachelor of Science (BS), Finance
Asmaa Swidan Asmaa Swidan's D.A. Davidson Companies Experience March 2015 - Present
Job Investment Banking Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
America's Growth Capital December 2013 - March 2014
US Capital Partners LLC. 2013 - December 2013
Skills
Due Diligence, Investment Banking, Valuation, Financial Modeling, Microsoft Excel, Private Equity, Equities, Business Valuation, Financial Analysis, Corporate Finance, Venture Capital, Capital Markets, Equity Research, Investments, PowerPoint
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Anthropology
D.A. Davidson Companies March 2015 - Present
America's Growth Capital December 2013 - March 2014
US Capital Partners LLC. 2013 - December 2013
Skills
Due Diligence, Investment Banking, Valuation, Financial Modeling, Microsoft Excel, Private Equity, Equities, Business Valuation, Financial Analysis, Corporate Finance, Venture Capital, Capital Markets, Equity Research, Investments, PowerPoint
Education
University of California, Los Angeles 2009 — 2013
Bachelor of Arts (BA), Anthropology
M. Trent Neuer M. Trent Neuer's D.A. Davidson Companies Experience May 2015 - Present
Job
Industry Capital Markets
Experience
D.A. Davidson Companies May 2015 - Present
Brean Capital, LLC October 2010 - January 2015
Natixis 2000 - 2010
Oppenheimer & Co. Inc. December 1998 - December 2000
Skills
Investment Banking, Bloomberg, Trading, Valuation, Emerging Markets, Financial Modeling, Options, Portfolio Management, Derivatives, Private Equity, Securities, Corporate Finance, Financial Markets, Venture Capital, Fixed Income, Series 63, Wine Tasting, Equity Valuation, Asset Managment, Investor Relations, Series 7, Fine Art, Capital Markets, Hedge Funds, Equities, Investments, Equity Research, Alternative Investments, Asset Management
Education
University of Toronto - Rotman School of Management 1995 — 1998
MBA
Concordia University 1985 — 1992
Bachelor of Arts (BA)
Hebrew Academy of Montreal 1980 — 1984
High School
D.A. Davidson Companies May 2015 - Present
Brean Capital, LLC October 2010 - January 2015
Natixis 2000 - 2010
Oppenheimer & Co. Inc. December 1998 - December 2000
Skills
Investment Banking, Bloomberg, Trading, Valuation, Emerging Markets, Financial Modeling, Options, Portfolio Management, Derivatives, Private Equity, Securities, Corporate Finance, Financial Markets, Venture Capital, Fixed Income, Series 63, Wine Tasting, Equity Valuation, Asset Managment, Investor Relations, Series 7, Fine Art, Capital Markets, Hedge Funds, Equities, Investments, Equity Research, Alternative Investments, Asset Management
Education
University of Toronto - Rotman School of Management 1995 — 1998
MBA
Concordia University 1985 — 1992
Bachelor of Arts (BA)
Hebrew Academy of Montreal 1980 — 1984
High School
Alex Purcell's D.A. Davidson Companies Experience November 2014 - Present
Job Apprentice Financial Advisor
Industry Financial Services
Experience
D.A. Davidson Companies November 2014 - Present
MBA Association Washington State University September 2013 - July 2014
Northwest Children's Home February 2012 - May 2013
Army Navy Economy Store August 2009 - September 2010
Minnesota Minneapolis Mission October 2005 - October 2007
Skills
Microsoft Office, Photoshop, Social Media, Social Media Marketing, Social Networking, Photography, Teaching, Time Management, Event Planning, Training, Public Speaking, Research, Teamwork, Leadership
Education
Washington State University - College of Business and Economics 2013 — 2014
Master of Business Administration (M.B.A.), Data Driven Decision Making, 3.33
Lewis-Clark State College 2010 — 2013
BS, Business Administration, 3.347
Lewis-Clark State College 2010 — 2013
AS, Entrepreneurship
clarkston high school
clarkston high school
D.A. Davidson Companies November 2014 - Present
MBA Association Washington State University September 2013 - July 2014
Northwest Children's Home February 2012 - May 2013
Army Navy Economy Store August 2009 - September 2010
Minnesota Minneapolis Mission October 2005 - October 2007
Skills
Microsoft Office, Photoshop, Social Media, Social Media Marketing, Social Networking, Photography, Teaching, Time Management, Event Planning, Training, Public Speaking, Research, Teamwork, Leadership
Education
Washington State University - College of Business and Economics 2013 — 2014
Master of Business Administration (M.B.A.), Data Driven Decision Making, 3.33
Lewis-Clark State College 2010 — 2013
BS, Business Administration, 3.347
Lewis-Clark State College 2010 — 2013
AS, Entrepreneurship
clarkston high school
clarkston high school
Kirk Swanson Kirk Swanson's D.A. Davidson Companies Experience February 2015 - Present
Job Investment Banking Analyst
Industry Investment Banking
Experience
D.A. Davidson Companies February 2015 - Present
Boeing July 2014 - February 2015
Keiretsu Forum June 2014 - December 2014
Gary Baughn MSF Student Investment Fund September 2013 - June 2014
CFA Institute Research Challenge October 2013 - March 2014
T-Mobile November 2012 - August 2013
Mary Lund-Davis Student Investment Fund February 2011 - May 2012
Pacific Lutheran University, Conferences & Events September 2008 - May 2012
Twin City Foods June 2009 - August 2009
Education
Pacific Lutheran University 2013 — 2014
Master of Science (M.Sc.), Finance, 3.91
Pacific Lutheran University 2008 — 2012
Bachelor's Degree, Economics, 3.61
Hedmark University College (HH) 2010 — 2010
Redmond High School 2005 — 2008
High School
D.A. Davidson Companies February 2015 - Present
Boeing July 2014 - February 2015
Keiretsu Forum June 2014 - December 2014
Gary Baughn MSF Student Investment Fund September 2013 - June 2014
CFA Institute Research Challenge October 2013 - March 2014
T-Mobile November 2012 - August 2013
Mary Lund-Davis Student Investment Fund February 2011 - May 2012
Pacific Lutheran University, Conferences & Events September 2008 - May 2012
Twin City Foods June 2009 - August 2009
Education
Pacific Lutheran University 2013 — 2014
Master of Science (M.Sc.), Finance, 3.91
Pacific Lutheran University 2008 — 2012
Bachelor's Degree, Economics, 3.61
Hedmark University College (HH) 2010 — 2010
Redmond High School 2005 — 2008
High School
Danny Beckwith's D.A. Davidson Companies Experience September 2014 - December 2014
Job Junior Wealth Planner at Crowell, Weedon & Co. a division of D.A. Davidson & Co.
Industry Financial Services
Experience
Crowell, Weedon & Co. a division of D.A. Davidson & Co. June 2015 - Present
Crowell, Weedon & Co. a division of D.A. Davidson & Co. December 2014 - May 2015
D.A. Davidson Companies September 2014 - December 2014
Russ Reid Company October 2013 - April 2014
Green Dot Corporation August 2011 - April 2013
Skills
Retirement Savings, College Savings Plans, Mutual Funds, ETFs, 529 Plans, Financial Advisory, Money Guide Pro
Education
Azusa Pacific University
B.S. in Finance, Bachelor's Degree of Science in Finance
Azusa Pacific University
Finance
Crowell, Weedon & Co. a division of D.A. Davidson & Co. June 2015 - Present
Crowell, Weedon & Co. a division of D.A. Davidson & Co. December 2014 - May 2015
D.A. Davidson Companies September 2014 - December 2014
Russ Reid Company October 2013 - April 2014
Green Dot Corporation August 2011 - April 2013
Skills
Retirement Savings, College Savings Plans, Mutual Funds, ETFs, 529 Plans, Financial Advisory, Money Guide Pro
Education
Azusa Pacific University
B.S. in Finance, Bachelor's Degree of Science in Finance
Azusa Pacific University
Finance
Jo Ann Mach Jo Ann Mach's D.A. Davidson Companies Experience June 2009 - Present
Job Registered Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2009 - Present
A.G. Edwards & Sons, Inc. June 2004 - June 2009
Skelgas/Ferrellgas January 1992 - May 2004
Skills
Retirement Planning, Microsoft Excel, Insurance, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Portfolio Management
Education
Doane College
Bachelor of Business Administration (B.B.A.), Management
D.A. Davidson Companies June 2009 - Present
A.G. Edwards & Sons, Inc. June 2004 - June 2009
Skelgas/Ferrellgas January 1992 - May 2004
Skills
Retirement Planning, Microsoft Excel, Insurance, Series 7, Series 63, Wealth Management, Mutual Funds, Securities, Investments, Portfolio Management
Education
Doane College
Bachelor of Business Administration (B.B.A.), Management
Rachel Hammack's D.A. Davidson Companies Experience November 2014 - Present
Job Apprentice Financial Advisor at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies November 2014 - Present
D.A. Davidson & Co. 2012 - November 2014
Skills
Leadership, Microsoft Office, PowerPoint, Social Media, Time Management
Education
Menlo College 2011 — 2014
Bachelor of Science (BS), Business Management - Finance
Menlo College
Sandpoint High School
Sandpoint High School
D.A. Davidson Companies November 2014 - Present
D.A. Davidson & Co. 2012 - November 2014
Skills
Leadership, Microsoft Office, PowerPoint, Social Media, Time Management
Education
Menlo College 2011 — 2014
Bachelor of Science (BS), Business Management - Finance
Menlo College
Sandpoint High School
Sandpoint High School
Eleanor Johnson's D.A. Davidson Companies Experience June 2015 - August 2015
Job Financial Services Intern at D.A. Davidson Companies
Industry
Experience
D.A. Davidson Companies June 2015 - August 2015
CuriousMinds.com June 2014 - December 2014
USC Marshall School of Business September 2012 - May 2014
PlayFirst, Inc. June 2013 - July 2013
Skills
SPSS, Stata, Data Analysis, Social Media, HTML 5, Microsoft Office, Entrepreneurship, Start-up Environment, Communication, HTML5, Social Media Marketing, Research
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Economics
Kamala Nehru Polytechnic For Women 2015 — 2015
Economics
D.A. Davidson Companies June 2015 - August 2015
CuriousMinds.com June 2014 - December 2014
USC Marshall School of Business September 2012 - May 2014
PlayFirst, Inc. June 2013 - July 2013
Skills
SPSS, Stata, Data Analysis, Social Media, HTML 5, Microsoft Office, Entrepreneurship, Start-up Environment, Communication, HTML5, Social Media Marketing, Research
Education
University of Southern California 2012 — 2016
Bachelor's Degree, Economics
Kamala Nehru Polytechnic For Women 2015 — 2015
Economics
James Ragan, CFA James Ragan, CFA's D.A. Davidson Companies Experience August 2015 - Present
Job Director of IIG Research at D.A. Davidson & Co.
Industry Investment Management
Experience
D.A. Davidson Companies August 2015 - Present
Crowell, Weedon & Co. a Division of D.A. Davidson August 2013 - August 2015
Crowel, Weedon & Co. December 1999 - August 2013
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
UCLA
Bachelor of Arts (B.A.), Economics
D.A. Davidson Companies August 2015 - Present
Crowell, Weedon & Co. a Division of D.A. Davidson August 2013 - August 2015
Crowel, Weedon & Co. December 1999 - August 2013
Education
UCLA Anderson School of Management 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
UCLA
Bachelor of Arts (B.A.), Economics
Monica Cederberg Monica Cederberg's D.A. Davidson Companies Experience May 2011 - Present
Job Visual Designer
Industry Financial Services
Experience
D.A. Davidson Companies May 2011 - Present
The Washington Companies July 2008 - May 2011
Skills
Web Development, SEO, Web Design, HTML, CMS, jQuery, XHTML, Content Strategy, HTML 5, JavaScript, Adobe Creative Suite, CSS, CSS3, AJAX, Mobile Design, WordPress, Google Analytics, Social Media
Education
The University of Montana 2006 — 2010
BA, Political Science - Public Law
D.A. Davidson Companies May 2011 - Present
The Washington Companies July 2008 - May 2011
Skills
Web Development, SEO, Web Design, HTML, CMS, jQuery, XHTML, Content Strategy, HTML 5, JavaScript, Adobe Creative Suite, CSS, CSS3, AJAX, Mobile Design, WordPress, Google Analytics, Social Media
Education
The University of Montana 2006 — 2010
BA, Political Science - Public Law
Daryl Geffken Daryl Geffken's D.A. Davidson Companies Experience January 2015 - Present
Job Program Director, Planning Resource Center at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies January 2015 - Present
Gonzaga University June 2014 - Present
Jesuit Commons: Higher Education at the Margins June 2013 - June 2014
Eastern Washington University September 2013 - December 2013
Gonzaga University December 2012 - August 2013
Gonzaga University June 2012 - August 2013
Gonzaga University August 2012 - June 2013
Gonzaga University Leadership Resource Center August 2011 - June 2013
World Vision August 2011 - November 2011
First Presbyterian Church of Spokane July 2004 - July 2011
Skills
Pedagogy, Leadership Development, Volunteer Coordination, Event Planning, Administration, Community Development, Conferences, Non-profits, Volunteer Management, Events, Public Speaking, Community Outreach, Research, Fundraising, Student Affairs, Editing, Qualitative Research, Organizational..., Program Evaluation, Theology, Policy Analysis, Student Development, Adult Education, Organizational..., Nonprofits, Teaching, Conflict Resolution, Training, Higher Education, Program Management, Proposal Writing, Program Development, Team Building, Grant Writing, Data Analysis, Curriculum Design, Grants, Staff Development, Workshop Facilitation, Intercultural...
Education
Gonzaga University 2008 — 2013
Doctor of Philosophy (PhD), Leadership Development and Christian Ethics
Multnomah Biblical Seminary 1998 — 2001
Master of Divinity, Theology, Bible, Church Leadership
University of Washington 1993 — 1996
B.A., History
Cornell University 1991 — 1992
East Asian Studies
D.A. Davidson Companies January 2015 - Present
Gonzaga University June 2014 - Present
Jesuit Commons: Higher Education at the Margins June 2013 - June 2014
Eastern Washington University September 2013 - December 2013
Gonzaga University December 2012 - August 2013
Gonzaga University June 2012 - August 2013
Gonzaga University August 2012 - June 2013
Gonzaga University Leadership Resource Center August 2011 - June 2013
World Vision August 2011 - November 2011
First Presbyterian Church of Spokane July 2004 - July 2011
Skills
Pedagogy, Leadership Development, Volunteer Coordination, Event Planning, Administration, Community Development, Conferences, Non-profits, Volunteer Management, Events, Public Speaking, Community Outreach, Research, Fundraising, Student Affairs, Editing, Qualitative Research, Organizational..., Program Evaluation, Theology, Policy Analysis, Student Development, Adult Education, Organizational..., Nonprofits, Teaching, Conflict Resolution, Training, Higher Education, Program Management, Proposal Writing, Program Development, Team Building, Grant Writing, Data Analysis, Curriculum Design, Grants, Staff Development, Workshop Facilitation, Intercultural...
Education
Gonzaga University 2008 — 2013
Doctor of Philosophy (PhD), Leadership Development and Christian Ethics
Multnomah Biblical Seminary 1998 — 2001
Master of Divinity, Theology, Bible, Church Leadership
University of Washington 1993 — 1996
B.A., History
Cornell University 1991 — 1992
East Asian Studies
Conner George Conner George's D.A. Davidson Companies Experience October 2014 - Present
Job Associate, Institutional Sales D.A. Davidson ECM
Industry Investment Management
Experience
D.A. Davidson Companies October 2014 - Present
Halstead International May 2014 - August 2014
NCAA Division 1 Athletics July 2010 - August 2014
Skills
Leadership, Microsoft Office, Accountability, Microsoft Excel, Critical Thinking, Interpersonal..., Tenacious Work Ethic, Adept problem-solver, Perseverance, Microsoft Word, PowerPoint, Sales, Event Planning, Social Media, Assertiveness, Stocks, Business Ethics, Equity Capital Markets, Relationship Building, Public Speaking, Customer Service
Education
University of Hawaii - Shidler College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business
Tualatin High School 2006 — 2010
Kaplan
D.A. Davidson Companies October 2014 - Present
Halstead International May 2014 - August 2014
NCAA Division 1 Athletics July 2010 - August 2014
Skills
Leadership, Microsoft Office, Accountability, Microsoft Excel, Critical Thinking, Interpersonal..., Tenacious Work Ethic, Adept problem-solver, Perseverance, Microsoft Word, PowerPoint, Sales, Event Planning, Social Media, Assertiveness, Stocks, Business Ethics, Equity Capital Markets, Relationship Building, Public Speaking, Customer Service
Education
University of Hawaii - Shidler College of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, International Business
Tualatin High School 2006 — 2010
Kaplan
Brian Crook, CWS's D.A. Davidson Companies Experience 2003 - 2011
Job Principal, Financial Consultant
Industry Financial Services
Experience
Rocky Mountain Wealth Management, LLC March 2011 - Present
D.A. Davidson Companies 2003 - 2011
RBC Dain Rauscher, Inc. 1998 - 2003
Piper Jaffray June 1993 - 1998
GMAC Financial Services 1986 - 1993
Education
Oregon State University 1982 — 1985
Bachelor of Science (BS), Finance
Northern Arizona University 1981 — 1982
Aloha High School 1978 — 1980
Rocky Mountain Wealth Management, LLC March 2011 - Present
D.A. Davidson Companies 2003 - 2011
RBC Dain Rauscher, Inc. 1998 - 2003
Piper Jaffray June 1993 - 1998
GMAC Financial Services 1986 - 1993
Education
Oregon State University 1982 — 1985
Bachelor of Science (BS), Finance
Northern Arizona University 1981 — 1982
Aloha High School 1978 — 1980
Heather Michail Heather Michail's D.A. Davidson Companies Experience September 2014 - Present
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
Sheila Mares Sheila Mares's D.A. Davidson Companies Experience October 2013 - Present
Job Public Finance Associate at D.A. Davidson Companies
Industry Restaurants
Experience
D.A. Davidson Companies October 2013 - Present
Einstein Noah Restaurant Group, Inc. November 2011 - October 2013
National CineMedia (NCM) July 2011 - November 2011
National CineMedia (NCM) January 2010 - July 2011
National CineMedia (NCM) April 2008 - January 2010
FOX Sports Grill April 2007 - April 2008
Ignited May 2006 - April 2007
Education
Pepperdine University 2002 — 2006
BS, Business Administration
D.A. Davidson Companies October 2013 - Present
Einstein Noah Restaurant Group, Inc. November 2011 - October 2013
National CineMedia (NCM) July 2011 - November 2011
National CineMedia (NCM) January 2010 - July 2011
National CineMedia (NCM) April 2008 - January 2010
FOX Sports Grill April 2007 - April 2008
Ignited May 2006 - April 2007
Education
Pepperdine University 2002 — 2006
BS, Business Administration
Steve Condon Steve Condon's D.A. Davidson Companies Experience April 2015 - Present
Job SVP Cohead Wealth Planning at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
Central Bancorp January 2008 - April 2015
The Corundum Group January 2001 - April 2015
J.C. Bradford & Company January 1996 - January 2000
RBC Dain Rauscher January 1990 - January 1996
Education
University of Minnesota - Carlson School of Management 1983 — 1987
B.S.
D.A. Davidson Companies April 2015 - Present
Central Bancorp January 2008 - April 2015
The Corundum Group January 2001 - April 2015
J.C. Bradford & Company January 1996 - January 2000
RBC Dain Rauscher January 1990 - January 1996
Education
University of Minnesota - Carlson School of Management 1983 — 1987
B.S.
Daniel Sasi Daniel Sasi's D.A. Davidson Companies Experience April 2013 - November 2014
Job Investment Banking Associate at BofA Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Oppenheimer & Co. Inc. December 2014 - June 2015
D.A. Davidson Companies April 2013 - November 2014
Pacific Crest Securities March 2011 - March 2013
Pacific Crest Securities June 2010 - August 2010
Viewpoint Securities January 2010 - May 2010
Wells Fargo Advisors, LLC September 2009 - December 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital IQ, Private Equity, Bloomberg, Corporate Development, Capital Markets, Equities, Corporate Finance, Private Placements, DCF, Microsoft Office, Valuation Analysis, Equity Capital Markets, Divestitures, SaaS, Digital Media, Finance
Education
University of San Diego 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Bank of America Merrill Lynch June 2015 - Present
Oppenheimer & Co. Inc. December 2014 - June 2015
D.A. Davidson Companies April 2013 - November 2014
Pacific Crest Securities March 2011 - March 2013
Pacific Crest Securities June 2010 - August 2010
Viewpoint Securities January 2010 - May 2010
Wells Fargo Advisors, LLC September 2009 - December 2009
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Business Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Capital IQ, Private Equity, Bloomberg, Corporate Development, Capital Markets, Equities, Corporate Finance, Private Placements, DCF, Microsoft Office, Valuation Analysis, Equity Capital Markets, Divestitures, SaaS, Digital Media, Finance
Education
University of San Diego 2008 — 2011
Bachelor of Business Administration (BBA), Finance
Patricia DeChant Patricia DeChant's D.A. Davidson Companies Experience August 2013 - July 2014
Job Investment Advisor at Geneva Advisors
Industry Financial Services
Experience
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
Geneva Advisors July 2014 - Present
D.A. Davidson Companies August 2013 - July 2014
Cortview/Pierpont May 2012 - May 2013
Raymond James Financial Inc. April 2003 - April 2012
Wachovia Securities Financial Network October 1992 - March 2003
Skills
Series 7, Series 65, Investments, Fixed Income, Equities, Municipal Bonds, Asset Management, Financial Advisory, Investment Strategies, Portfolio Management, Management, Sales Management, Sales, Structured Products, Finance, Customer Service, Series 8, Securities, Capital Markets, Bonds
Education
Marquette University
Bachelor's Degree, Finance Major
Dominican High School
High School
Tyler Brueckner Tyler Brueckner's D.A. Davidson Companies Experience February 2015 - Present
Job Financial Advisor at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies February 2015 - Present
Crowell, Weedon & Co. A Division of D.A. Davidson February 2014 - January 2015
Callender’s House of Glass February 2012 - February 2014
Ricoh Business Solutions May 2010 - February 2012
The Master's College August 2009 - May 2010
Ives Clean Fields June 2009 - August 2009
Americans for Prosperity May 2008 - June 2008
Education
The Master's College 2007 — 2010
B.S, Business Administration; Finance and Management
D.A. Davidson Companies February 2015 - Present
Crowell, Weedon & Co. A Division of D.A. Davidson February 2014 - January 2015
Callender’s House of Glass February 2012 - February 2014
Ricoh Business Solutions May 2010 - February 2012
The Master's College August 2009 - May 2010
Ives Clean Fields June 2009 - August 2009
Americans for Prosperity May 2008 - June 2008
Education
The Master's College 2007 — 2010
B.S, Business Administration; Finance and Management
Megan Basten Megan Basten's D.A. Davidson Companies Experience 2013 - 2014
Job Associate at D.A. Davidson & Co. Institutional Sales, Equity Capital Markets
Industry Financial Services
Experience
D.A. Davidson & Co. September 2013 - Present
D.A. Davidson Companies 2013 - 2014
Morgan Stanley March 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - March 2011
J.P. Morgan 1994 - 2008
Education
Ohio University 1989 — 1993
BS, Organizational Communication/English
Hudson High School
D.A. Davidson & Co. September 2013 - Present
D.A. Davidson Companies 2013 - 2014
Morgan Stanley March 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - March 2011
J.P. Morgan 1994 - 2008
Education
Ohio University 1989 — 1993
BS, Organizational Communication/English
Hudson High School
Chelsea Brenegan, RP® Chelsea Brenegan, RP®'s D.A. Davidson Companies Experience March 2015 - Present
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
Justine (Justine Milne) Zadick Justine (Justine Milne) Zadick's D.A. Davidson Companies Experience February 2015 - Present
Job Vice President, Accounting at D.A. Davidson Companies
Industry Accounting
Experience
D.A. Davidson Companies February 2015 - Present
KPMG January 2010 - January 2015
Financial Accounting Standards Board January 2009 - January 2010
Blackfoot Communications July 2008 - December 2008
Moss Adams LLP May 2007 - August 2007
Education
The University of Montana - School of Business Administration 2007 — 2008
Masters of Accountancy, Accounting
The University of Montana - School of Business Administration 2003 — 2007
Bachelor of Science, Accounting
D.A. Davidson Companies February 2015 - Present
KPMG January 2010 - January 2015
Financial Accounting Standards Board January 2009 - January 2010
Blackfoot Communications July 2008 - December 2008
Moss Adams LLP May 2007 - August 2007
Education
The University of Montana - School of Business Administration 2007 — 2008
Masters of Accountancy, Accounting
The University of Montana - School of Business Administration 2003 — 2007
Bachelor of Science, Accounting
Julie Trones Julie Trones's D.A. Davidson Companies Experience 2004 - 2015
Job Owner/Developer Page By Page Web Developing
Industry Information Technology and Services
Experience
Page By Page Web Developing August 2015 - Present
D.A. Davidson Companies 2004 - 2015
Skills
Financial Services, Project Management, User Acceptance Testing, User Interface..., ColdFusion, HTML, Dreamweaver, Flash Builder, XML, CSS, CSS3, Adobe Creative Suite, HTML5, SQL, Brackets, Adobe Edge Code, Basic Photoshop, Customer Service, Basic jQuery, Basic JavaScript, Basic Python
Education
University of Great Falls 2000 — 2004
Bachelor’s Degree, Computer Science, 3.8 GPA
Page By Page Web Developing August 2015 - Present
D.A. Davidson Companies 2004 - 2015
Skills
Financial Services, Project Management, User Acceptance Testing, User Interface..., ColdFusion, HTML, Dreamweaver, Flash Builder, XML, CSS, CSS3, Adobe Creative Suite, HTML5, SQL, Brackets, Adobe Edge Code, Basic Photoshop, Customer Service, Basic jQuery, Basic JavaScript, Basic Python
Education
University of Great Falls 2000 — 2004
Bachelor’s Degree, Computer Science, 3.8 GPA
Janet McLeod's D.A. Davidson Companies Experience April 2003 - Present
Job Sr. Executive Assistant
Industry Financial Services
Experience
D.A. Davidson Companies April 2003 - Present
Abbeville High School August 1992 - May 1995
Skills
Event Planning, Office Management, Editing, Team Leadership, Teaching, English, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Accounting, Strategic Planning, Office Administration, Social Media, Writing, Public Speaking, Spanish-speaking, Music, Video Editing, Digital Photography, Photo Editor, Access, Fundraising, Marketing, Customer Service, Spanish
Education
University of Louisiana at Lafayette 1988 — 1992
Bachelors of Arts, English Education, Biology
Southwestern Assemblies of God University 1975 — 1977
English Education
D.A. Davidson Companies April 2003 - Present
Abbeville High School August 1992 - May 1995
Skills
Event Planning, Office Management, Editing, Team Leadership, Teaching, English, PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Office, Data Entry, Accounting, Strategic Planning, Office Administration, Social Media, Writing, Public Speaking, Spanish-speaking, Music, Video Editing, Digital Photography, Photo Editor, Access, Fundraising, Marketing, Customer Service, Spanish
Education
University of Louisiana at Lafayette 1988 — 1992
Bachelors of Arts, English Education, Biology
Southwestern Assemblies of God University 1975 — 1977
English Education
dwight canfield dwight canfield's D.A. Davidson Companies Experience December 2013 - February 2015
Job Executive Director, Incapital LLC
Industry Capital Markets
Experience
Incapital LLC February 2015 - Present
D.A. Davidson Companies December 2013 - February 2015
Pierpont Securities January 2011 - December 2013
Cortview Capital Markets January 2011 - March 2013
Wall Street Access December 2008 - January 2011
Barclays Capital 2002 - 2008
Donaldson, Lufkin & Jenrette 1985 - 2000
Lehman Brothers June 1983 - June 1985
Canadian American Bank August 1979 - June 1982
Northwestern National Bankj June 1977 - August 1979
Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments
Education
Kellogg School of Management 1982 — 1983
Master of Business Administration (M.B.A.), Finance
Colorado State University 1973 — 1977
Bachelor's degree, BS Business
Incapital LLC February 2015 - Present
D.A. Davidson Companies December 2013 - February 2015
Pierpont Securities January 2011 - December 2013
Cortview Capital Markets January 2011 - March 2013
Wall Street Access December 2008 - January 2011
Barclays Capital 2002 - 2008
Donaldson, Lufkin & Jenrette 1985 - 2000
Lehman Brothers June 1983 - June 1985
Canadian American Bank August 1979 - June 1982
Northwestern National Bankj June 1977 - August 1979
Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments
Education
Kellogg School of Management 1982 — 1983
Master of Business Administration (M.B.A.), Finance
Colorado State University 1973 — 1977
Bachelor's degree, BS Business
Chloe Zahara Chloe Zahara's D.A. Davidson Companies Experience May 2011 - November 2011
Job Realtor® at Nationwide & Founder at ЯealFriend
Industry Real Estate
Experience
Nationwide Real Estate Executives September 2015 - Present
ЯealFriend February 2013 - Present
United Airlines June 2012 - Present
Alaska Airlines January 2012 - August 2012
D.A. Davidson Companies May 2011 - November 2011
D.A. Davidson Companies August 2009 - May 2011
D.A. Davidson Companies January 2008 - August 2009
B. Lundholm Golf Inc. May 2006 - January 2008
Skills
Investments, Customer Service, Microsoft Excel, Inventory Management, Accounting, Project Management, Public Relations, Sales, PowerPoint, Microsoft Word, Financial Analysis, Marketing, Microsoft Office, Data Entry, Management, Event Planning, Budget, Competitive Analysis, Strategic Planning, Cpr Certified, First Aid, Retail Sales, Flight Safety, Analysis, Training, Leadership, Budgets, CPR Certified
Education
Montana State University-Billings
BAS
Montana State University-Great Falls College of Technology
AAS
Montana State University-Great Falls College of Technology
AAS
University of Montana
Nationwide Real Estate Executives September 2015 - Present
ЯealFriend February 2013 - Present
United Airlines June 2012 - Present
Alaska Airlines January 2012 - August 2012
D.A. Davidson Companies May 2011 - November 2011
D.A. Davidson Companies August 2009 - May 2011
D.A. Davidson Companies January 2008 - August 2009
B. Lundholm Golf Inc. May 2006 - January 2008
Skills
Investments, Customer Service, Microsoft Excel, Inventory Management, Accounting, Project Management, Public Relations, Sales, PowerPoint, Microsoft Word, Financial Analysis, Marketing, Microsoft Office, Data Entry, Management, Event Planning, Budget, Competitive Analysis, Strategic Planning, Cpr Certified, First Aid, Retail Sales, Flight Safety, Analysis, Training, Leadership, Budgets, CPR Certified
Education
Montana State University-Billings
BAS
Montana State University-Great Falls College of Technology
AAS
Montana State University-Great Falls College of Technology
AAS
University of Montana
Kyle Kickham Kyle Kickham's D.A. Davidson Companies Experience June 2014 - Present
Job Equity Research Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2014 - Present
Education
Saint Louis University 2012 — 2013
B.S.B.A. - Finance, Finance, General
D.A. Davidson Companies June 2014 - Present
Education
Saint Louis University 2012 — 2013
B.S.B.A. - Finance, Finance, General
Kellon Furber Kellon Furber's D.A. Davidson Companies Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies May 2015 - August 2015
Columbia West Capital January 2015 - April 2015
Horizon View Capital October 2014 - December 2014
Linsalata Capital Partners September 2014 - December 2014
Skills
Finance, Microsoft Office, Research, PowerPoint, Microsoft Excel, Capital IQ, Investment Banking, Mergers & Acquisitions, Private Placements, Financial Modeling, Financial Analysis, Private Equity, Valuation, Corporate Finance, Accounting, Spanish, Market Research, Public Speaking, Team Leadership, Time Management
Education
Brigham Young University
Bachelor’s Degree, Accounting
University of Cambridge 2014 — 2014
Pembroke-King's Programme
D.A. Davidson Companies May 2015 - August 2015
Columbia West Capital January 2015 - April 2015
Horizon View Capital October 2014 - December 2014
Linsalata Capital Partners September 2014 - December 2014
Skills
Finance, Microsoft Office, Research, PowerPoint, Microsoft Excel, Capital IQ, Investment Banking, Mergers & Acquisitions, Private Placements, Financial Modeling, Financial Analysis, Private Equity, Valuation, Corporate Finance, Accounting, Spanish, Market Research, Public Speaking, Team Leadership, Time Management
Education
Brigham Young University
Bachelor’s Degree, Accounting
University of Cambridge 2014 — 2014
Pembroke-King's Programme
Sarah Hessler Sarah Hessler's D.A. Davidson Companies Experience 2015 - Present
Job AVP, IIG/Operations Liaison at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies 2015 - Present
Davidson Investment Advisors 2010 - 2015
Education
Rocky Mountain College
Bachelor of Arts (B.A.)
D.A. Davidson Companies 2015 - Present
Davidson Investment Advisors 2010 - 2015
Education
Rocky Mountain College
Bachelor of Arts (B.A.)
Brandon Beall's D.A. Davidson Companies Experience September 2006 - September 2010
Job Policy Analyst at Regions Financial Corporation
Industry Government Relations
Experience
Regions Financial Corporation March 2015 - Present
U.S. House of Representatives November 2014 - February 2015
PIMCO August 2012 - October 2014
PIMCO June 2011 - August 2011
D.A. Davidson Companies September 2006 - September 2010
Education
Oregon State University 2007 — 2012
Bachelor's Degree, Finance and Accounting, Honors
Regions Financial Corporation March 2015 - Present
U.S. House of Representatives November 2014 - February 2015
PIMCO August 2012 - October 2014
PIMCO June 2011 - August 2011
D.A. Davidson Companies September 2006 - September 2010
Education
Oregon State University 2007 — 2012
Bachelor's Degree, Finance and Accounting, Honors
Jason Strominger Jason Strominger's D.A. Davidson Companies Experience June 2015 - Present
Job Vice President Institutional Sales at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2015 - Present
Ardour Capital Investments September 2014 - June 2015
Sidoti & Company October 2010 - May 2014
The Investor Relations Group 2009 - 2010
Rodman & Renshaw August 2008 - December 2008
Credit Suisse January 2008 - June 2008
Bear Stearns December 2003 - December 2007
MTV 1991 - 1998
Skills
Capital Markets, Equity Research, Investor Relations, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Production, Writing, New Business Development, Business Development, Equities, Valuation, Directing
Education
Duke University
BA, Public Policy Studies
University of North Carolina at Chapel Hill
Queen Mary, U. of London
D.A. Davidson Companies June 2015 - Present
Ardour Capital Investments September 2014 - June 2015
Sidoti & Company October 2010 - May 2014
The Investor Relations Group 2009 - 2010
Rodman & Renshaw August 2008 - December 2008
Credit Suisse January 2008 - June 2008
Bear Stearns December 2003 - December 2007
MTV 1991 - 1998
Skills
Capital Markets, Equity Research, Investor Relations, Investment Banking, Equity Capital Markets, Financial Modeling, Financial Analysis, Production, Writing, New Business Development, Business Development, Equities, Valuation, Directing
Education
Duke University
BA, Public Policy Studies
University of North Carolina at Chapel Hill
Queen Mary, U. of London
Sandy Corbari Sandy Corbari's D.A. Davidson Companies Experience October 2014 - Present
Job Senior Registered Sales Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies October 2014 - Present
RBC Capital Markets January 2010 - October 2014
Morgan Stanley Smith Barney August 1993 - January 2010
Morgan Stanley August 1993 - January 2010
Skills
Customer Service, Team Building, Bloomberg, Financial Services, Equities, Mutual Funds, Securities, Investments, FINRA, Series 7, Financial Markets, Equity Trading
Education
Central Oregon Community College 1982 — 1984
Business Administration and Management, General
D.A. Davidson Companies October 2014 - Present
RBC Capital Markets January 2010 - October 2014
Morgan Stanley Smith Barney August 1993 - January 2010
Morgan Stanley August 1993 - January 2010
Skills
Customer Service, Team Building, Bloomberg, Financial Services, Equities, Mutual Funds, Securities, Investments, FINRA, Series 7, Financial Markets, Equity Trading
Education
Central Oregon Community College 1982 — 1984
Business Administration and Management, General
Justin Geer Justin Geer's D.A. Davidson Companies Experience March 2015 - Present
Job Information Security Analyst at DA Davidson Companies
Industry Information Technology and Services
Experience
D.A. Davidson Companies March 2015 - Present
Davidson Companies October 2012 - Present
Vision Net, Inc. October 2006 - October 2012
Skills
Customer Service, Customer Satisfaction, Dell Certified, Active Directory, Coaching, Networking, Service Delivery, Microsoft Exchange, Project Management, Internet Troubleshooting, Dell Computers, Troubleshooting, Remote Troubleshooting, Computer Hardware, Hardware Diagnostics, Citrix, IT Hardware Support, Dell PowerVault, Microsoft Office, Hyena, Windows 7, Windows Server, Windows Vista, Windows XP Pro, OS X, iOS, Android, Android SDK, Audio Engineering, Video Production, Video Conferencing, Cisco Technologies, VoIP, VPN, Dell PowerEdge Servers, DOSD, Juniper, McAfee, Windows
Education
Art Institute of Seattle 2002 — 2004
Associate of Arts (A.A.), Audio Production
C.M. Russell High School 1996 — 2000
D.A. Davidson Companies March 2015 - Present
Davidson Companies October 2012 - Present
Vision Net, Inc. October 2006 - October 2012
Skills
Customer Service, Customer Satisfaction, Dell Certified, Active Directory, Coaching, Networking, Service Delivery, Microsoft Exchange, Project Management, Internet Troubleshooting, Dell Computers, Troubleshooting, Remote Troubleshooting, Computer Hardware, Hardware Diagnostics, Citrix, IT Hardware Support, Dell PowerVault, Microsoft Office, Hyena, Windows 7, Windows Server, Windows Vista, Windows XP Pro, OS X, iOS, Android, Android SDK, Audio Engineering, Video Production, Video Conferencing, Cisco Technologies, VoIP, VPN, Dell PowerEdge Servers, DOSD, Juniper, McAfee, Windows
Education
Art Institute of Seattle 2002 — 2004
Associate of Arts (A.A.), Audio Production
C.M. Russell High School 1996 — 2000
Derrick Fan's D.A. Davidson Companies Experience June 2015 - August 2015
Job
Industry Higher Education
Experience
D.A. Davidson Companies June 2015 - August 2015
D.A. Davidson Companies August 2014 - July 2015
Westminster College February 2015 - June 2015
Westminster College [Bill and Vieve Gore School of Business] January 2014 - April 2015
Westminster College August 2012 - April 2015
Goldman Sachs June 2014 - August 2014
Education
ESADE Business & Law School 2015 — 2017
Master of Science (MSc)
Westminster College 2011 — 2015
Bachelor of Science (BSc)
The Chinese University of Hong Kong 2012 — 2012
D.A. Davidson Companies June 2015 - August 2015
D.A. Davidson Companies August 2014 - July 2015
Westminster College February 2015 - June 2015
Westminster College [Bill and Vieve Gore School of Business] January 2014 - April 2015
Westminster College August 2012 - April 2015
Goldman Sachs June 2014 - August 2014
Education
ESADE Business & Law School 2015 — 2017
Master of Science (MSc)
Westminster College 2011 — 2015
Bachelor of Science (BSc)
The Chinese University of Hong Kong 2012 — 2012
Bryan Cummings's D.A. Davidson Companies Experience March 2015 - Present
Job Managing Director, Head of Private Equity Coverage at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
D.A. Davidson Companies March 2015 - Present
Greenwich Associates 2014 - 2015
RBC Capital Markets 2009 - 2013
JPMorgan 2008 - 2009
Bear, Stearns & Co 2004 - 2008
UBS Investment Bank 2000 - 2002
US Army 1994 - 1998
Skills
Mergers & Acquisitions, Investment Banking, Private Equity, Mergers, Finance, Financial Modeling, Valuation, Strategy, Government, Investments, Policy, Capital Markets, Equities, Venture Capital, Public Policy, Hedge Funds, Corporate Finance, Defense, Corporate Development, Research, National Security, Emerging Markets, Volunteer Management, Non-profits, Due Diligence
Education
Harvard University Kennedy School of Government 1998 — 2000
MPP
Princeton University 1990 — 1994
AB
University of Oslo (UiO) 1994 — 1994
Certificate
The American University in Cairo 1992 — 1992
Semester / Certificate
Bonny Eagle 1986 — 1990
Matthew I. Errico Matthew I. Errico's D.A. Davidson Companies Experience July 2015 - Present
Job Equity Research Associate at D.A. Davidson Companies
Industry Capital Markets
Experience
D.A. Davidson Companies July 2015 - Present
Kolter Land Partners LLC April 2015 - July 2015
University of South Florida Student Managed Investment Fund August 2014 - July 2015
Hilpert Construction March 2009 - July 2013
State Farm Insurance March 2009 - August 2009
Skills
Equity Research, Financial Modeling, Security Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Leadership, Equity Valuation, Portfolio Management, Financial Statement..., Macro Analysis, Macroeconomics, Bloomberg Terminal, Public Speaking, Microsoft Office, Adobe Creative Suite, PowerPoint, Management, SWOT analysis
Education
University of South Florida 2013 — 2015
Bachelor's degree, Finance
Raritan Valley Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
D.A. Davidson Companies July 2015 - Present
Kolter Land Partners LLC April 2015 - July 2015
University of South Florida Student Managed Investment Fund August 2014 - July 2015
Hilpert Construction March 2009 - July 2013
State Farm Insurance March 2009 - August 2009
Skills
Equity Research, Financial Modeling, Security Analysis, Investments, Finance, Microsoft Excel, Financial Analysis, Leadership, Equity Valuation, Portfolio Management, Financial Statement..., Macro Analysis, Macroeconomics, Bloomberg Terminal, Public Speaking, Microsoft Office, Adobe Creative Suite, PowerPoint, Management, SWOT analysis
Education
University of South Florida 2013 — 2015
Bachelor's degree, Finance
Raritan Valley Community College 2010 — 2013
Associate's degree, Business Administration and Management, General
Riley Stormont Riley Stormont's D.A. Davidson Companies Experience July 2015 - Present
Job Equity Research Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies July 2015 - Present
Linfield College August 2013 - Present
Vista Capital Partners June 2014 - August 2014
Research Corporation of the University of Hawaii June 2013 - August 2013
Colorado State University August 2011 - May 2012
Education
Linfield College 2012 — 2015
Bachelor of Arts (BA), Finance, General
Colorado State University 2011 — 2012
Bachelor of Arts (BA), Accounting and Finance
D.A. Davidson Companies July 2015 - Present
Linfield College August 2013 - Present
Vista Capital Partners June 2014 - August 2014
Research Corporation of the University of Hawaii June 2013 - August 2013
Colorado State University August 2011 - May 2012
Education
Linfield College 2012 — 2015
Bachelor of Arts (BA), Finance, General
Colorado State University 2011 — 2012
Bachelor of Arts (BA), Accounting and Finance
Arren Cyganovich, CFA Arren Cyganovich, CFA's D.A. Davidson Companies Experience July 2015 - Present
Job Vice President, Research Analyst at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies July 2015 - Present
Evercore Partners July 2010 - May 2015
Ladenburg Thalmann September 2009 - July 2010
Citigroup Corporate Strategy December 2008 - September 2009
Citigroup October 2005 - December 2008
Prudential Equity Group LLC May 2004 - October 2005
Skills
Capital Markets, Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, DCF, Fixed Income, Hedge Funds, Private Equity, Leveraged Finance, Alternative Investments, Banking, Investment Banking, Equity Valuation, Investments, Financial Services, LBO
Education
Penn State University 1994 — 1998
BS, Finance
D.A. Davidson Companies July 2015 - Present
Evercore Partners July 2010 - May 2015
Ladenburg Thalmann September 2009 - July 2010
Citigroup Corporate Strategy December 2008 - September 2009
Citigroup October 2005 - December 2008
Prudential Equity Group LLC May 2004 - October 2005
Skills
Capital Markets, Financial Modeling, Equity Research, Equities, Valuation, Bloomberg, DCF, Fixed Income, Hedge Funds, Private Equity, Leveraged Finance, Alternative Investments, Banking, Investment Banking, Equity Valuation, Investments, Financial Services, LBO
Education
Penn State University 1994 — 1998
BS, Finance
Daniel Garabed's D.A. Davidson Companies Experience August 2015 - Present
Job Research Associate at D.A. Davidson Companies
Industry
Experience
D.A. Davidson Companies August 2015 - Present
imagine. Equities June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, HTML, JavaScript, TLO, ZoLa, OASIS, Leadership, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor’s Degree, Finance
D.A. Davidson Companies August 2015 - Present
imagine. Equities June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, HTML, JavaScript, TLO, ZoLa, OASIS, Leadership, Teamwork
Education
Rutgers, The State University of New Jersey-New Brunswick 2012 — 2015
Bachelor’s Degree, Finance
Charleen Lawrence Charleen Lawrence's D.A. Davidson Companies Experience September 2014 - Present
Job VP, Margin Manager at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies September 2014 - Present
Wedbush Securities September 2009 - September 2014
WEDBUSH SECURITIES INC. 2007 - 2009
Brokers Express (former subsidiary of optionsXpress) 2002 - 2007
Dreyfus Brokerage Services, Inc. 1990 - 2002
Dreyfus Brokerage Services, Inc. 1983 - 1990
Wedbush Securities 1980 - 1983
Skills
Securities, Equities, Series 63, Mutual Funds, Series 24, Valuation, Bloomberg, Fixed Income, Asset Management, Financial Analysis, Corporate Finance, Series 7, Series 27, Series 4
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance, General
D.A. Davidson Companies September 2014 - Present
Wedbush Securities September 2009 - September 2014
WEDBUSH SECURITIES INC. 2007 - 2009
Brokers Express (former subsidiary of optionsXpress) 2002 - 2007
Dreyfus Brokerage Services, Inc. 1990 - 2002
Dreyfus Brokerage Services, Inc. 1983 - 1990
Wedbush Securities 1980 - 1983
Skills
Securities, Equities, Series 63, Mutual Funds, Series 24, Valuation, Bloomberg, Fixed Income, Asset Management, Financial Analysis, Corporate Finance, Series 7, Series 27, Series 4
Education
University of Colorado Boulder
Bachelor of Science (B.S.), Finance, General
Billy Newby's D.A. Davidson Companies Experience July 2015 - Present
Job Equity Research Associate at D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson Companies July 2015 - Present
Chosen Wood Windows May 2012 - September 2014
Jeff & Sons Concrete January 2013 - October 2013
Oregon State University Agriculture Ext. February 2011 - September 2011
Skills
Team Oriented, Passion for Quality, Passion for Success, Highly detail oriented, Creative Problem Solving, Superior Work Ethic, Fine Woodworking, Competitive, Finance, Financial Analysis, Financial Modeling, Financial Risk, Equity Valuation, Economic Research, Econometrics
Education
Linfield College 2012 — 2015
Bachelor’s Degree, Finance and Economics
Clackamas Community College 2010 — 2012
D.A. Davidson Companies July 2015 - Present
Chosen Wood Windows May 2012 - September 2014
Jeff & Sons Concrete January 2013 - October 2013
Oregon State University Agriculture Ext. February 2011 - September 2011
Skills
Team Oriented, Passion for Quality, Passion for Success, Highly detail oriented, Creative Problem Solving, Superior Work Ethic, Fine Woodworking, Competitive, Finance, Financial Analysis, Financial Modeling, Financial Risk, Equity Valuation, Economic Research, Econometrics
Education
Linfield College 2012 — 2015
Bachelor’s Degree, Finance and Economics
Clackamas Community College 2010 — 2012
Lindsay Lalonde's D.A. Davidson Companies Experience August 2015 - Present
Job
Industry Financial Services
Experience
D.A. Davidson Companies August 2015 - Present
HFS Federal Credit Union July 2014 - October 2014
University of Hawaii 2013 - 2014
Savio Realty Ltd August 2010 - September 2013
Sears Holdings Corporation May 2011 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, MLS Systems, Multi-level Marketing, Retail Sales, Banking Law, Cash Handling, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Datasafe
Education
University of Hawaii at Hilo 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
D.A. Davidson Companies August 2015 - Present
HFS Federal Credit Union July 2014 - October 2014
University of Hawaii 2013 - 2014
Savio Realty Ltd August 2010 - September 2013
Sears Holdings Corporation May 2011 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Social Media Marketing, MLS Systems, Multi-level Marketing, Retail Sales, Banking Law, Cash Handling, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Data Entry, Datasafe
Education
University of Hawaii at Hilo 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chazz Hurlburt Chazz Hurlburt's D.A. Davidson Companies Experience 2010 - Present
Job Database Developer III
Industry Financial Services
Experience
D.A. Davidson Companies 2010 - Present
3 Rivers Communications January 2007 - October 2010
Montana State University-Northern August 2004 - December 2006
Skills
Active Directory, Databases, Database Administration, Database Development, Microsoft SQL Server, Database Design, Database Security, SSRS, SQL Server Management..., T-SQL, T-SQL Stored Procedures, Database Triggers, Stored Procedures, SQL Report Writing, Data Migration, Troubleshooting, Relational Databases, SQL, Windows, Windows Server, System Administration, VMware, Disaster Recovery, Project Management
Education
Montana State University-Northern 2005 — 2008
Bachelor of Science (BS), Computer Science
D.A. Davidson Companies 2010 - Present
3 Rivers Communications January 2007 - October 2010
Montana State University-Northern August 2004 - December 2006
Skills
Active Directory, Databases, Database Administration, Database Development, Microsoft SQL Server, Database Design, Database Security, SSRS, SQL Server Management..., T-SQL, T-SQL Stored Procedures, Database Triggers, Stored Procedures, SQL Report Writing, Data Migration, Troubleshooting, Relational Databases, SQL, Windows, Windows Server, System Administration, VMware, Disaster Recovery, Project Management
Education
Montana State University-Northern 2005 — 2008
Bachelor of Science (BS), Computer Science
Doug Greiner's D.A. Davidson Companies Experience February 2010 - August 2011
Job Senior Associate at JMP Securities
Industry Capital Markets
Experience
JMP Securities September 2014 - Present
Consumer Financial Protection Bureau (CFPB) April 2014 - September 2014
Compass Point Research & Trading, LLC November 2011 - March 2014
D.A. Davidson Companies February 2010 - August 2011
Education
Georgetown University 2013 — 2014
Master of Arts (MA), Applied Economics
Gonzaga University 2005 — 2009
Bachelor of Science (BS), Economics
JMP Securities September 2014 - Present
Consumer Financial Protection Bureau (CFPB) April 2014 - September 2014
Compass Point Research & Trading, LLC November 2011 - March 2014
D.A. Davidson Companies February 2010 - August 2011
Education
Georgetown University 2013 — 2014
Master of Arts (MA), Applied Economics
Gonzaga University 2005 — 2009
Bachelor of Science (BS), Economics
Joseph P. Wilson, Jr. Joseph P. Wilson, Jr.'s D.A. Davidson Companies Experience March 2015 - Present
Job Senior Vice President at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies March 2015 - Present
Northland Securities January 2014 - March 2015
Ruan Securities, a Division of D.A. Davidson & Co. March 2010 - January 2014
Wells Fargo Home Mortgage October 2007 - February 2010
Education
Western Illinois University 2003 — 2005
Southeastern Community College 2000 — 2003
D.A. Davidson Companies March 2015 - Present
Northland Securities January 2014 - March 2015
Ruan Securities, a Division of D.A. Davidson & Co. March 2010 - January 2014
Wells Fargo Home Mortgage October 2007 - February 2010
Education
Western Illinois University 2003 — 2005
Southeastern Community College 2000 — 2003
Christopher Judkins Christopher Judkins's D.A. Davidson Companies Experience December 2014 - Present
Job
Industry Information Technology and Services
Experience
D.A. Davidson Companies December 2014 - Present
D.A. Davidson Companies June 2013 - Present
D.A. Davidson Companies July 2012 - Present
D.A. Davidson Companies March 2009 - July 2012
D.A. Davidson Companies January 2007 - March 2009
Asurion September 2003 - April 2006
Skills
SAN, Windows Server, IT Management, Dell Switches, Microsoft Exchange, Enterprise Storage, High Availability..., Blade Servers, Data Center, Datacenter..., Troubleshooting, High Availability..., Infrastructure..., Networking, Replication Technologies, VMware, Blade Technology, VMware Infrastructure, Enterprise Architecture, Storage, Storage Architecture, Storage Area Networks, System Administration, Help Desk Support, Virtualization, Server Architecture, Disaster Recovery, Hardware, VMware ESX, Network Administration, Servers, Replication, Systems Engineering, Backup Exec, Data Protection Manager, Hyper-V, Dell PowerEdge Servers, Technical Support, Server Administration, Active Directory, vSphere, iSCSI, WSUS, Enterprise Software, DHCP, Backup Solutions, Network Design, TCP/IP, SFTP, SQL Server Management...
Education
Montana Tech of the University of Montana 2001 — 2002
Networking, CCNA
Fort Benton High School 1997 — 2001
Diploma
D.A. Davidson Companies December 2014 - Present
D.A. Davidson Companies June 2013 - Present
D.A. Davidson Companies July 2012 - Present
D.A. Davidson Companies March 2009 - July 2012
D.A. Davidson Companies January 2007 - March 2009
Asurion September 2003 - April 2006
Skills
SAN, Windows Server, IT Management, Dell Switches, Microsoft Exchange, Enterprise Storage, High Availability..., Blade Servers, Data Center, Datacenter..., Troubleshooting, High Availability..., Infrastructure..., Networking, Replication Technologies, VMware, Blade Technology, VMware Infrastructure, Enterprise Architecture, Storage, Storage Architecture, Storage Area Networks, System Administration, Help Desk Support, Virtualization, Server Architecture, Disaster Recovery, Hardware, VMware ESX, Network Administration, Servers, Replication, Systems Engineering, Backup Exec, Data Protection Manager, Hyper-V, Dell PowerEdge Servers, Technical Support, Server Administration, Active Directory, vSphere, iSCSI, WSUS, Enterprise Software, DHCP, Backup Solutions, Network Design, TCP/IP, SFTP, SQL Server Management...
Education
Montana Tech of the University of Montana 2001 — 2002
Networking, CCNA
Fort Benton High School 1997 — 2001
Diploma
Tyler Trost Tyler Trost's D.A. Davidson Companies Experience August 2015 - Present
Job Computer Systems Administrator at D.A. Davidson Companies
Industry Information Technology and Services
Experience
D.A. Davidson Companies August 2015 - Present
D.A. Davidson Companies February 2014 - August 2015
D.A. Davidson & Co. January 2013 - February 2014
Wyoming Parties Inc. December 2009 - October 2012
Education
Montana State University-Bozeman 2005 — 2009
Bachelor of Science (BSc)
Montana State University-Great Falls College of Technology 2005 — 2005
D.A. Davidson Companies August 2015 - Present
D.A. Davidson Companies February 2014 - August 2015
D.A. Davidson & Co. January 2013 - February 2014
Wyoming Parties Inc. December 2009 - October 2012
Education
Montana State University-Bozeman 2005 — 2009
Bachelor of Science (BSc)
Montana State University-Great Falls College of Technology 2005 — 2005
Kevin Clausen Kevin Clausen's D.A. Davidson Companies Experience June 2004 - Present
Job Senior Vice President, Institutional Sales at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2004 - Present
Education
University of Portland 2002 — 2004
BBA Finance
D.A. Davidson Companies June 2004 - Present
Education
University of Portland 2002 — 2004
BBA Finance
Kelly Leonard Kelly Leonard's D.A. Davidson Companies Experience 2014 - Present
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
Gene Cunningham Gene Cunningham's D.A. Davidson Companies Experience April 2015 - Present
Job Fixed Income Trader at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies January 2013 - April 2015
Duncan-Williams, Inc. April 2012 - January 2013
FORGE ABS / Bay Securities June 2010 - April 2012
FORGE ABS / FORGE Advisory December 2007 - June 2010
Forge ABS, LLC September 2006 - December 2007
Raymond James Financial, Inc. October 2000 - September 2006
Prudential Financial October 1998 - October 2000
CIBC Oppenheimer 1997 - 1998
Smith Barney 1990 - 1997
Skills
Fixed Income, Capital Markets, MBS, CMOS, Residential Mortgages, Structured Products, Corps, Munis, Debentures, Bloomberg
Education
Fordham University 1986 — 1990
St Francis Prep 1982 — 1986
Niki Harris's D.A. Davidson Companies Experience July 1998 - Present
Job AVP, New Accounts Manager
Industry Financial Services
Experience
Army National Guard April 2010 - Present
D.A. Davidson Companies July 1998 - Present
Target April 1988 - June 1996
Skills
Portfolio Management, Management, Customer Service, Financial Analysis, Finance, Investments
Education
Great Falls College Montana State University 2011 — 2013
Associate of Arts and Sciences (AAS)
Army National Guard April 2010 - Present
D.A. Davidson Companies July 1998 - Present
Target April 1988 - June 1996
Skills
Portfolio Management, Management, Customer Service, Financial Analysis, Finance, Investments
Education
Great Falls College Montana State University 2011 — 2013
Associate of Arts and Sciences (AAS)
James Moorman, CFA's D.A. Davidson Companies Experience June 2014 - Present
Job Senior Research Analyst at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies June 2014 - Present
S & P Capital IQ June 2007 - 2014
Exis Capital May 2006 - October 2006
Prudential Equity Group March 2000 - October 2005
Deutsche Bank 1998 - 2000
Deloitte & Touche April 1996 - March 1998
Education
University of Florida - Warrington College of Business Administration 1993 — 1995
MBA
NVOT
NVOT
University of Delaware - Lerner College of Business and Economics
D.A. Davidson Companies June 2014 - Present
S & P Capital IQ June 2007 - 2014
Exis Capital May 2006 - October 2006
Prudential Equity Group March 2000 - October 2005
Deutsche Bank 1998 - 2000
Deloitte & Touche April 1996 - March 1998
Education
University of Florida - Warrington College of Business Administration 1993 — 1995
MBA
NVOT
NVOT
University of Delaware - Lerner College of Business and Economics
Sonny Randhawa's D.A. Davidson Companies Experience 2015 - Present
Job Vice President, Research Analyst at D.A. Davidson & Co.
Industry Capital Markets
Experience
D.A. Davidson Companies 2015 - Present
Miller Tabak + Co., LLC 2014 - 2015
Independent Investor 2009 - 2014
Banc Of America Securities 2006 - 2009
Friedman Billings Ramsey 2005 - 2006
KPMG 2004 - 2005
Arthur Andersen 2000 - 2002
Skills
Equities, Due Diligence, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Equity Research
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1997 — 2000
BBA Finance
D.A. Davidson Companies 2015 - Present
Miller Tabak + Co., LLC 2014 - 2015
Independent Investor 2009 - 2014
Banc Of America Securities 2006 - 2009
Friedman Billings Ramsey 2005 - 2006
KPMG 2004 - 2005
Arthur Andersen 2000 - 2002
Skills
Equities, Due Diligence, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Capital Markets, Financial Analysis, Investment Banking, Equity Research
Education
Rice University - Jesse H. Jones Graduate School of Management 2002 — 2004
Master of Business Administration (MBA), Accounting and Finance
The University of Texas at Austin 1997 — 2000
BBA Finance
Matt DeAngelis's D.A. Davidson Companies Experience April 2015 - Present
Job Senior Vice President, Public Finance, D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies April 2015 - Present
George K. Baum & Company July 2007 - April 2015
Skills
Fixed Income, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Series 7, Series 63, Securities, Derivatives, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
Bachelor of Science (BS), Finance
D.A. Davidson Companies April 2015 - Present
George K. Baum & Company July 2007 - April 2015
Skills
Fixed Income, Investment Banking, Valuation, Financial Analysis, Financial Modeling, Capital Markets, Series 7, Series 63, Securities, Derivatives, Bloomberg
Education
University of Colorado Boulder - Leeds School of Business 2003 — 2006
Bachelor of Science (BS), Finance
Angela Moths's D.A. Davidson Companies Experience April 2015 - Present
Job Business Tools Analyst & Training, Individual Investor Group at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
Thomson Reuters January 2007 - April 2015
Thomson Reuters November 2003 - January 2007
Thomson Reuters October 2000 - November 2003
Thomson Reuters May 1998 - October 2000
Principal Financial Group May 1997 - May 1998
Everen Clearing May 1996 - April 1997
The Mutual Group August 1993 - May 1996
Skills
Requirements Analysis, SDLC, Business Analysis, Integration, Software Project..., SQL, Analysis, Financial Services, Management, Requirements Gathering, Vendor Management, Business Process..., SharePoint, Software Documentation, Process Improvement
Education
Milwaukee Area Technical College
D.A. Davidson Companies April 2015 - Present
Thomson Reuters January 2007 - April 2015
Thomson Reuters November 2003 - January 2007
Thomson Reuters October 2000 - November 2003
Thomson Reuters May 1998 - October 2000
Principal Financial Group May 1997 - May 1998
Everen Clearing May 1996 - April 1997
The Mutual Group August 1993 - May 1996
Skills
Requirements Analysis, SDLC, Business Analysis, Integration, Software Project..., SQL, Analysis, Financial Services, Management, Requirements Gathering, Vendor Management, Business Process..., SharePoint, Software Documentation, Process Improvement
Education
Milwaukee Area Technical College
Armon Emdad's D.A. Davidson Companies Experience September 2014 - Present
Job Investment Banking Analyst at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies September 2014 - Present
PHH Arval January 2013 - September 2014
RBS Global Banking & Markets September 2010 - December 2012
Fannie Mae August 2009 - September 2010
Skills
Fixed Income, MBS, Valuation, Bloomberg, Data Analysis, Financial Analysis, Securitization, CDO, Capital Markets, Risk Management, Structured Products, CDS, Relative Value, Bloomberg Terminal, Market Risk, VBA, SQL, Structured Finance, Finance, Financial Modeling, Investment Banking, Trading
Education
Loyola University Maryland 2014 — 2016
Master of Science in Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Double B.S., Finance and Operations Management
D.A. Davidson Companies September 2014 - Present
PHH Arval January 2013 - September 2014
RBS Global Banking & Markets September 2010 - December 2012
Fannie Mae August 2009 - September 2010
Skills
Fixed Income, MBS, Valuation, Bloomberg, Data Analysis, Financial Analysis, Securitization, CDO, Capital Markets, Risk Management, Structured Products, CDS, Relative Value, Bloomberg Terminal, Market Risk, VBA, SQL, Structured Finance, Finance, Financial Modeling, Investment Banking, Trading
Education
Loyola University Maryland 2014 — 2016
Master of Science in Finance
University of Maryland - Robert H. Smith School of Business 2005 — 2009
Double B.S., Finance and Operations Management
Andy Kamm's D.A. Davidson Companies 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
James Wolitarsky's D.A. Davidson Companies Experience January 2008 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Pennsylvania Trust Company March 2011 - Present
D.A. Davidson Companies January 2008 - Present
Pennsylvania Hospital January 2007 - Present
Janney Montgomery Scott LLC 2000 - 2007
Janney Montgomery Scott LLC 1991 - 2007
Janney Montgomery Scott 1991 - 1999
Skills
Investments, Equities, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Retirement Planning, Series 7, Securities, Asset Allocation, Mutual Funds, Investment Advisory
Education
New York University 1970 — 1973
Master of Business Administration (MBA), Accounting and Finance
Franklin & Marshall College 1964 — 1968
Bachelor of Arts (BA), Business Administration and Management, General
Pennsylvania Trust Company March 2011 - Present
D.A. Davidson Companies January 2008 - Present
Pennsylvania Hospital January 2007 - Present
Janney Montgomery Scott LLC 2000 - 2007
Janney Montgomery Scott LLC 1991 - 2007
Janney Montgomery Scott 1991 - 1999
Skills
Investments, Equities, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Retirement Planning, Series 7, Securities, Asset Allocation, Mutual Funds, Investment Advisory
Education
New York University 1970 — 1973
Master of Business Administration (MBA), Accounting and Finance
Franklin & Marshall College 1964 — 1968
Bachelor of Arts (BA), Business Administration and Management, General
Matthew Gittlen's D.A. Davidson Companies Experience October 2015 - Present
Job Credit Trading at D.A. Davidson
Industry Financial Services
Experience
D.A. Davidson Companies October 2015 - Present
Janney Montgomery Scott LLC July 2009 - September 2015
Skills
Series 7, Series 63
Education
Penn State University 2005 — 2009
BS, Economics
D.A. Davidson Companies October 2015 - Present
Janney Montgomery Scott LLC July 2009 - September 2015
Skills
Series 7, Series 63
Education
Penn State University 2005 — 2009
BS, Economics
David Bardin's D.A. Davidson Companies Experience June 2014 - August 2014
Job Sales Manager / Sr. Loan Officer at Movement Mortgage, LLC
Industry Financial Services
Experience
Movement Mortgage, LLC September 2014 - Present
D.A. Davidson Companies June 2014 - August 2014
Edward Jones October 2013 - February 2014
Bank of America March 2012 - July 2013
Executive Lending Group Inc May 2010 - September 2011
Washington Mutal 2000 - 2008
Skills
Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, Financial Analysis, FHA, Investments, Residential Mortgages, Finance, Portfolio Management, Commercial Lending, Underwriting, Strategic Financial..., Credit Risk, USDA, Risk Management, Consumer Lending, VA loans, FHA financing, Financial Structuring
Education
California State University, Fresno 1997 — 1999
BS, Finance
Palma High School 1993 — 1997
Movement Mortgage, LLC September 2014 - Present
D.A. Davidson Companies June 2014 - August 2014
Edward Jones October 2013 - February 2014
Bank of America March 2012 - July 2013
Executive Lending Group Inc May 2010 - September 2011
Washington Mutal 2000 - 2008
Skills
Banking, Loans, Mortgage Lending, Credit, Credit Analysis, Loan Origination, Mortgage Banking, Refinance, Financial Analysis, FHA, Investments, Residential Mortgages, Finance, Portfolio Management, Commercial Lending, Underwriting, Strategic Financial..., Credit Risk, USDA, Risk Management, Consumer Lending, VA loans, FHA financing, Financial Structuring
Education
California State University, Fresno 1997 — 1999
BS, Finance
Palma High School 1993 — 1997
Nataleah Dietzmann's D.A. Davidson Companies Experience 2013 - Present
Job Director of Marketing at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies 2013 - Present
D.A. Davidson & Co. 2011 - 2013
Morgan Stanley Smith Barney 2007 - 2011
Smith Barney 2000 - 2007
Smith Barney 1997 - 2000
Smith Barney Shearson 1994 - 1997
Shearson Lehman Hutton 1988 - 1994
Century 21 1982 - 1988
Skills
Branch Management, Series 8, Series 4, Series 3, Series 65, Series 7, Series 63, FINRA, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Wealth Management..., Investment Strategies, Insurance Life & Helath, Retirement Planning
Education
California State University-Long Beach
Bachelor of Science, Finance
D.A. Davidson Companies 2013 - Present
D.A. Davidson & Co. 2011 - 2013
Morgan Stanley Smith Barney 2007 - 2011
Smith Barney 2000 - 2007
Smith Barney 1997 - 2000
Smith Barney Shearson 1994 - 1997
Shearson Lehman Hutton 1988 - 1994
Century 21 1982 - 1988
Skills
Branch Management, Series 8, Series 4, Series 3, Series 65, Series 7, Series 63, FINRA, Wealth Management, Investment Advisory, Asset Allocation, Financial Advisory, Securities, Alternative Investments, Wealth Management..., Investment Strategies, Insurance Life & Helath, Retirement Planning
Education
California State University-Long Beach
Bachelor of Science, Finance
Britton McMannis's D.A. Davidson Companies Experience July 2014 - Present
Job Registered Client Associate at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies July 2014 - Present
Wells Fargo Advisors January 2013 - July 2014
Townsquare Media April 2012 - October 2012
Sharkey Insurance Center May 2011 - April 2012
Education
The University of Montana - School of Business Administration 2007 — 2011
BS Business Administration, Finance
D.A. Davidson Companies July 2014 - Present
Wells Fargo Advisors January 2013 - July 2014
Townsquare Media April 2012 - October 2012
Sharkey Insurance Center May 2011 - April 2012
Education
The University of Montana - School of Business Administration 2007 — 2011
BS Business Administration, Finance
Gary Feldman's D.A. Davidson Companies Experience September 2008 - June 2015
Job Financial Consultant, Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network June 2015 - Present
D.A. Davidson Companies September 2008 - June 2015
A.G. Edwards & Sons, Inc. September 1990 - September 2008
Education
University of Oregon 1973 — 1978
Bachelor’s Degree, Economics
Commonwealth Financial Network June 2015 - Present
D.A. Davidson Companies September 2008 - June 2015
A.G. Edwards & Sons, Inc. September 1990 - September 2008
Education
University of Oregon 1973 — 1978
Bachelor’s Degree, Economics
Rob Bonds's D.A. Davidson Companies Experience October 2015 - Present
Job Depository Strategy at D.A. Davidson Companies
Industry Investment Banking
Experience
D.A. Davidson Companies October 2015 - Present
Wells Fargo Securities August 2012 - October 2015
Sandler O'Neill November 2008 - August 2012
Colonial Bancgroup July 2006 - November 2008
Sungard Trading and Risk February 2005 - July 2006
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Valuation, Derivatives, Portfolio Management, Hedge Funds, Equities, Bloomberg, Series 7, Financial Analysis, Securities, Asset Management, Interest Rate..., Investments, Private Equity, Trading
Education
University of Alabama 2002 — 2003
Master’s Degree, College of Commerce and Business Administration - Applied Economics
University of Alabama 1998 — 2002
Bachelor’s Degree, Commerce and Business Administration - Economics Concentration
D.A. Davidson Companies October 2015 - Present
Wells Fargo Securities August 2012 - October 2015
Sandler O'Neill November 2008 - August 2012
Colonial Bancgroup July 2006 - November 2008
Sungard Trading and Risk February 2005 - July 2006
Skills
Fixed Income, Capital Markets, Financial Modeling, Investment Banking, Valuation, Derivatives, Portfolio Management, Hedge Funds, Equities, Bloomberg, Series 7, Financial Analysis, Securities, Asset Management, Interest Rate..., Investments, Private Equity, Trading
Education
University of Alabama 2002 — 2003
Master’s Degree, College of Commerce and Business Administration - Applied Economics
University of Alabama 1998 — 2002
Bachelor’s Degree, Commerce and Business Administration - Economics Concentration
Haley Hall's D.A. Davidson Companies Experience April 2015 - Present
Job TRAX Analyst I at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies February 2013 - April 2015
University of Nebraska Medical Center July 2011 - February 2012
University of Nebraska Medical Center November 2007 - June 2011
Education
Creighton University 2003 — 2007
Bachelor's, Psychology
D.A. Davidson Companies April 2015 - Present
D.A. Davidson Companies February 2013 - April 2015
University of Nebraska Medical Center July 2011 - February 2012
University of Nebraska Medical Center November 2007 - June 2011
Education
Creighton University 2003 — 2007
Bachelor's, Psychology
Allison Priestley's D.A. Davidson Companies Experience January 2015 - Present
Job Client Associate at D.A. Davidson Companies
Industry Investment Management
Experience
D.A. Davidson Companies January 2015 - Present
Southern Oregon Wine Institue at UCC July 2010 - January 2015
Joseph Lane Middle School, Roseburg Public Schools September 2005 - July 2010
Wildlife Designs January 1998 - April 2006
Roseburg Public Schools October 2000 - September 2005
Jordan Vineyard & Winery September 1989 - November 1992
Clos du Val Wine Company August 1988 - September 1989
Skills
Marketing, Public Relations, Event Planning, Event Management, Public Speaking, Social Media, Customer Service, Social Media Marketing, Sales, Management, Administrative..., Budget Process, Budget Management, Account Management
Education
Portland State University 2007 — 2009
MA, Library Media Specialist
Sonoma State University 1982 — 1983
Teaching License - Secondary Ed., French, Social Studies
Sonoma State Universtiy 1978 — 1982
BA / BA, Political Science / Environmental Planning
D.A. Davidson Companies January 2015 - Present
Southern Oregon Wine Institue at UCC July 2010 - January 2015
Joseph Lane Middle School, Roseburg Public Schools September 2005 - July 2010
Wildlife Designs January 1998 - April 2006
Roseburg Public Schools October 2000 - September 2005
Jordan Vineyard & Winery September 1989 - November 1992
Clos du Val Wine Company August 1988 - September 1989
Skills
Marketing, Public Relations, Event Planning, Event Management, Public Speaking, Social Media, Customer Service, Social Media Marketing, Sales, Management, Administrative..., Budget Process, Budget Management, Account Management
Education
Portland State University 2007 — 2009
MA, Library Media Specialist
Sonoma State University 1982 — 1983
Teaching License - Secondary Ed., French, Social Studies
Sonoma State Universtiy 1978 — 1982
BA / BA, Political Science / Environmental Planning
Shawn Holland's D.A. Davidson Companies Experience August 2014 - Present
Job Managed Assets Research Associate Analyst at D.A. Davidson Companies
Industry Investment Management
Experience
D.A. Davidson Companies August 2014 - Present
Alta Capital Management September 2012 - August 2014
Davidson Companies August 2011 - August 2012
Education
Carroll College 2004 — 2008
D.A. Davidson Companies August 2014 - Present
Alta Capital Management September 2012 - August 2014
Davidson Companies August 2011 - August 2012
Education
Carroll College 2004 — 2008
Jim Cashmore's D.A. Davidson Companies Experience June 2013 - April 2014
Job Structured products
Industry Financial Services
Experience
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)
Odeon Capital Group LLC June 2014 - February 2015
D.A. Davidson Companies June 2013 - April 2014
Incapital May 2012 - June 2013
Stephens Inc. March 2004 - May 2012
William R. Hough & Co. February 1996 - February 2004
Skills
Mortgage Analytics, CMBS, Intex, ABS, Secondary Mortgage..., Trading Strategies, Trading, Institutional Sales, Excel models, Bloomberg, Chartered Financial..., Series 7, Series 63, Series 24, Series 27, BondEdge, Fixed Income Analysis, Fixed Income, Securities, Structured Finance, Portfolio Management, Yieldbook, Client Relations, Structured Products, Asset-backed..., Portfolio Optimization
Education
University of Richmond
Bachelor of Arts (B.A.), Philosophy
University of Richmond
Bachelor of Arts (B.A.)
Penny Atherton's D.A. Davidson Companies Experience
Job Receptionist at D.A. Davidson Companies
Industry Financial Services
Experience
D.A. Davidson Companies
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Finance, Insurance, PowerPoint, Investments, Outlook
Education
Gonzaga University 1990 — 1993
Master's degree, Counselor Education/School Counseling and Guidance Services
D.A. Davidson Companies
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Microsoft Word, Finance, Insurance, PowerPoint, Investments, Outlook
Education
Gonzaga University 1990 — 1993
Master's degree, Counselor Education/School Counseling and Guidance Services
BayCare Health System
Prime Therapeutics
Skanska USA Building Inc.
TriHealth
Accretive Health
CBIZ
M-I SWACO
AlixPartners