Piper Capital Management

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Piper Capital Management Employees

Employee
Years
Job
Industry
Richard Daly Richard Daly Friday Harbor, Washington Details
Richard Daly's Piper Capital Management Experience December 1992 - July 1998
Job Cheese Monger at San Juan Island Cheese
Industry Food & Beverages
Experience
San Juan Island Cheese   March 2013 - Present
Focus and Vision   November 2012 - Present
MetLife  December 2000 - November 2012
NVST.com   December 1999 - December 2000
AXA Equitable Distributors   July 1998 - December 1999
Piper Capital Management   December 1992 - July 1998
Piper Jaffray Inc.  December 1987 - December 1992
Affiliated Investment Securities   April 1986 - December 1987

Skills
Cheese, Series 7, Adventure Travel, Wholesaling, Sales Presentations, Retirement, Photography, Sales Process, Annuities, Guides, Mutual Funds, Financial Advisory, Variable Annuities, Asset Allocation, Financial Services, Strategic Financial..., Wholesale, Investments, Investment Strategies, Retirement Planning, 401k, Wealth, Wealth Management, Investment Advisory, Securities

Education
University of Wisconsin-Milwaukee   1982 — 1986
Bachelor of Fine Arts (BFA)

Gilmour academy   1972 — 1976

Rochester Institute of Technology

Jeff Griffin, CFA Jeff Griffin, CFA Minneapolis, Minnesota Details
Jeff Griffin, CFA's Piper Capital Management Experience August 1988 - October 1995
Job Head of Treasury & Corporate Finance Oversight
Industry Banking
Experience
Wells Fargo Bank  June 2010 - Present
Wells Fargo Home Mortgage  June 2005 - June 2010
Witan Capital Investment Management & Consulting   January 1999 - August 2004
GMAC-RFC  April 1996 - January 1999
Piper Capital Management   August 1988 - October 1995
Office of the Comptroller of the Currency  January 1982 - August 1988

Skills
Portfolio Management, Capital Markets, Financial Risk, Credit, Risk Management, Treasury, Business Strategy, Team Building, Credit Analysis, Fixed Income, Loans, Asset Managment, Valuation, Investment Banking

Education
The University of North Dakota   1976 — 1981
BS, Finance

Kimberly Kaul Kimberly Kaul Greater Minneapolis-St. Paul Area Details
Kimberly Kaul's Piper Capital Management Experience May 1991 - January 1999
Job VP, Brand & Advertising at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments  January 2011 - Present
FAF Advisors/First American Funds   January 1999 - January 2011
Piper Capital Management   May 1991 - January 1999
Piper Jaffray  December 1986 - May 1991

Skills
Advertising, Financial Services, Marketing Communications, Strategic Communications, Strategic Planning, Project Management, Marketing, Series 24

Education
St. Cloud State University
Bachelor of Arts, Mass Communications

Cottey College
Associate of Arts (A.A.), Liberal Arts and Sciences

Lora Bloom Lora Bloom Greater Minneapolis-St. Paul Area Details
Lora Bloom's Piper Capital Management Experience June 1989 - November 1998
Job Director of Wealth Management Solutions Training at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   July 2015 - Present
United Healthcare  November 2014 - July 2015
RiverSource Distributors  April 2011 - November 2014
Ameriprise Financial  2007 - April 2011
Ameriprise Financial  February 2002 - October 2007
Piper Capital Management   June 1989 - November 1998

Skills
Insurance, Training, Leadership, Mutual Funds, Sales, Selling, Financial Services, Marketing Communications, Team Management, Securities, CRM, Life Insurance, Marketing, Relationship Management, Sales Operations, Asset Managment, Variable Annuities, Retirement, Series 7, Series 63, Marketing Strategy, Salesforce.com

Education
University of Minnesota-Twin Cities   1985 — 1990
Bachelor of Arts, Economics and Spanish

Highland Park Senior High   1981 — 1985

Terry Magnuson Terry Magnuson Greater Minneapolis-St. Paul Area Details
Terry Magnuson's Piper Capital Management Experience May 1991 - February 1995
Job Administrative Assistant at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   February 1995 - Present
Piper Capital Management   May 1991 - February 1995
Minnesota North Stars   June 1988 - May 1991

Education
Minnesota School of Business   1978 — 1980

Patrick Henry High School   1974 — 1978

Cindy Linberger Weis Cindy Linberger Weis Greater Minneapolis-St. Paul Area Details
Cindy Linberger Weis's Piper Capital Management Experience August 1997 - October 1998
Job Trade Operations Compliance Manager at US Bank
Industry Financial Services
Experience
US Bank  June 2009 - Present
Voyageur Asset Management Inc   January 2004 - November 2008
Tamarack Distributors Inc.   December 2005 - December 2007
Piper Jaffray  March 2000 - December 2003
Piper Jaffray  October 1998 - March 2000
Piper Capital Management   August 1997 - October 1998
Piper Jaffray  June 1993 - July 1997

Education
College of St. Benedict   1988 — 1992
Bachelor of Arts (B.A.)

Paula Meyer Paula Meyer Rochester, Minnesota Area Details
Paula Meyer's Piper Capital Management Experience January 1993 - May 1998
Job President at Friends of Ngong Road
Industry Investment Management
Experience
First Command Financial Services  October 2008 - Present
Federal Home Loan Bank of Des Moines  June 2007 - Present
Friends of Ngong Road   2007 - Present
Luther College  2000 - Present
RiverSource Funds and Ameriprise Certificate Co.   May 1998 - September 2006
Ameriprise Certificate Company   1998 - 2006
Piper Capital Management   January 1993 - May 1998
SECURA Insurance Companies   May 1988 - December 1992
Atlantic Financial Federal  June 1986 - May 1988
The Vanguard Group  May 1981 - June 1986

Skills
Risk Management, Strategy, Product Development, Marketing, Investments, Nonprofits, Management, Finance, Project Planning, Leadership Development, Governance, Team Building, Mutual Funds, Financial Services, Executive Management, Project Management, Community Outreach, Leadership, Public Speaking, Process Improvement, Strategic Planning, Fundraising, Insurance, Non-profits, Change Management, Event Planning

Education
University of Pennsylvania - The Wharton School   1981 — 1982

Luther College   1972 — 1975
BA, History, German

Eric Thole Eric Thole Greater Minneapolis-St. Paul Area Details
Eric Thole's Piper Capital Management Experience March 1997 - June 1998
Job Chief Executive Officer at U.S. Bancorp Asset Management, Inc./First American Funds
Industry Financial Services
Experience
U.S. Bancorp Asset Management, Inc./First American Funds   June 2014 - Present
U.S. Bancorp Asset Management, Inc./First American Funds   June 2012 - June 2014
U.S. Bancorp Asset Management, Inc./First American Funds   December 2010 - June 2012
FAF Advisors, Inc.   January 2007 - December 2010
U.S. Bancorp Asset Management, Inc.   June 1998 - January 2007
Piper Capital Management   March 1997 - June 1998
Eureka Funds   January 1996 - March 1997

Education
University of Minnesota Duluth   1991 — 1995
Bachelor’s Degree, Finance

James Johnson, CFA James Johnson, CFA Greater Boston Area Details
James Johnson, CFA's Piper Capital Management Experience June 1990 - May 1994
Job Managing Director at TIAACREF
Industry Investment Management
Experience
TIAA-CREF  March 2015 - Present
TIAA-CREF  September 2012 - Present
State Street Global Advisors  November 2005 - 2012
Ameriprise Financial  May 1994 - November 2005
Piper Capital Management   June 1990 - May 1994

Education
University of Minnesota - Carlson School of Management
MBA

University of Miami   1986 — 1990
BM

Mark Grotte Mark Grotte Greater Minneapolis-St. Paul Area Details
Mark Grotte's Piper Capital Management Experience June 1988 - June 1998
Job President and Owner Mathnasium Lakeville & Mathnasium Savage
Industry Education Management
Experience
Mathnasium Lakeville & Savage   October 2009 - Present
Wells Fargo Investments  December 2002 - July 2009
US Bancorp Piper Jaffray  March 2000 - December 2002
Aetna Financial Services  August 1998 - March 2000
Piper Capital Management   June 1988 - June 1998
Edward D Jones   October 1983 - June 1988
Nalco Chemical Company  March 1982 - September 1983
US Army Corps of Engineers  June 1976 - March 1982

Skills
Program Management, Strategic Planning, Team Building, Leadership Development, Business Strategy, Management Consulting, Start-ups, Wealth Management, Strategy, Financial Services, Analysis, Sales, Team Leadership, Risk Management, Leadership, Operations Management, Project Planning, Process Improvement, Management, Cross-functional Team...

Education
United States Military Academy at West Point   1972 — 1976
BS, Engineering Mechanics