Piper Jaffray
Industry: Investment banking company
DescriptionPiper Jaffray Companies is American multinational independent investment bank and financial services company focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Headquarters: Minneapolis, Minnesota, United States CEO: Andrew S Duff (31 Dec 2003–) Revenue: 874.9 million USD (2017) Subsidiaries: Piper Jaffray Ltd,
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Piper Jaffray Employees
Employee
Years
Job
Industry
Carol Osnes Carol Osnes's Piper Jaffray Experience September 2008 - May 2011
Job Chief Operations Officer at Vision Source: Yankee Eye Clinic and Vision Source: Rosemount Eye Clinic
Industry Health, Wellness and Fitness
Experience
Vision Source: Yankee Eye Clinic and Vision Source: Rosemount Eye Clinic June 2013 - Present
Piper Jaffray September 2008 - May 2011
Manley Brothers September 2003 - September 2008
Skills
Strategic Planning, Leadership, Management, Team Building, Public Speaking, Marketing, Healthcare, Coaching, Training, Sales
Education
Anoka Ramsey Community College 1981 — 1982
Associate's Degree, Business Administration, Management and Operations
Minnesota State University, Mankato 1981 — 1981
Completed all but 15 credits, General
Welcome High School
High School, General
Vision Source: Yankee Eye Clinic and Vision Source: Rosemount Eye Clinic June 2013 - Present
Piper Jaffray September 2008 - May 2011
Manley Brothers September 2003 - September 2008
Skills
Strategic Planning, Leadership, Management, Team Building, Public Speaking, Marketing, Healthcare, Coaching, Training, Sales
Education
Anoka Ramsey Community College 1981 — 1982
Associate's Degree, Business Administration, Management and Operations
Minnesota State University, Mankato 1981 — 1981
Completed all but 15 credits, General
Welcome High School
High School, General
Kara Edstrom Kara Edstrom's Piper Jaffray Experience 1993 - May 1998
Job Director of Operations at Alerus Retirement Solutions
Industry Financial Services
Experience
Alerus Financial November 2006 - Present
Stanton Group July 2001 - November 2006
Marquette Financial Companies May 1998 - July 2001
Piper Jaffray 1993 - May 1998
Skills
Accounting, Policy, Leadership, Portfolio Management, Account Reconciliation, Retirement, Asset Management, Auditing, 401k, Investments, Time Management, Mutual Funds, Management, Financial Services, Investment Strategies, Operations Management, Series 7, Human Resources, Wealth Management, Pensions, Employee Benefits, Process Improvement, System Administration, Banking
Education
Bethel University 1988 — 1992
Bachelor of Arts (B.A.), Finance and Marketing
Alerus Financial November 2006 - Present
Stanton Group July 2001 - November 2006
Marquette Financial Companies May 1998 - July 2001
Piper Jaffray 1993 - May 1998
Skills
Accounting, Policy, Leadership, Portfolio Management, Account Reconciliation, Retirement, Asset Management, Auditing, 401k, Investments, Time Management, Mutual Funds, Management, Financial Services, Investment Strategies, Operations Management, Series 7, Human Resources, Wealth Management, Pensions, Employee Benefits, Process Improvement, System Administration, Banking
Education
Bethel University 1988 — 1992
Bachelor of Arts (B.A.), Finance and Marketing
Robert Church Robert Church's Piper Jaffray Experience 1993 - 1999
Job Senior Vice President at Robert W. Baird and Managing General Partner, Apollo Venture Partners
Industry Financial Services
Experience
Robert W. Baird December 2014 - Present
Apollo Venture Partners April 2005 - Present
Moors and Cabot, Inc November 2003 - December 2014
Van Kasper 1999 - 2003
Piper Jaffray 1993 - 1999
Paine Webber 1993 - 1994
Skills
Investments, Alternative Investments, Wealth Management, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Valuation, Strategic Financial..., Capital Markets, Trading, Options, Financial Analysis, Finance, Retirement Planning, Wealth, Real Estate, Bloomberg, Executive Compensation..., Venture Capital, Private Equity, Investment Management, Patent Litigation, Patents, Patent Prosecution, Strategic Planning, Due Diligence, Equities, Entrepreneurship, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1983 — 1988
BS, International Business
Corona Del Mar
Corona Del Mar
Robert W. Baird December 2014 - Present
Apollo Venture Partners April 2005 - Present
Moors and Cabot, Inc November 2003 - December 2014
Van Kasper 1999 - 2003
Piper Jaffray 1993 - 1999
Paine Webber 1993 - 1994
Skills
Investments, Alternative Investments, Wealth Management, Portfolio Management, Financial Services, Asset Management, Hedge Funds, Valuation, Strategic Financial..., Capital Markets, Trading, Options, Financial Analysis, Finance, Retirement Planning, Wealth, Real Estate, Bloomberg, Executive Compensation..., Venture Capital, Private Equity, Investment Management, Patent Litigation, Patents, Patent Prosecution, Strategic Planning, Due Diligence, Equities, Entrepreneurship, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1983 — 1988
BS, International Business
Corona Del Mar
Corona Del Mar
Kristin Caldwell Kristin Caldwell's Piper Jaffray Experience 1999 - 2000
Job Administrative Assistant at Frauenshuh Commercial Real Estate Group
Industry Banking
Experience
Frauenshuh Commercial Real Estate Group August 2013 - Present
MidCountry Bank March 2012 - August 2013
Dunwoody College of Technology April 2007 - January 2012
Cushman & Wakefield/NorthMarq June 2001 - June 2007
Piper Jaffray 1999 - 2000
Toys R Us 1994 - 1998
Eberhardt Company 1989 - 1993
Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Time Management, Public Speaking, Access, Research, Leadership, Training, Fundraising, Event Management, Teamwork
Education
University of Phoenix-Minneapolis/St Paul Campus 2008 — 2020
Bachelor of Business Administration (B.B.A.), Business Fundamentals
Anoka Ramsey Community College 1988 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Minnesota-Duluth 1988 — 1989
Frauenshuh Commercial Real Estate Group August 2013 - Present
MidCountry Bank March 2012 - August 2013
Dunwoody College of Technology April 2007 - January 2012
Cushman & Wakefield/NorthMarq June 2001 - June 2007
Piper Jaffray 1999 - 2000
Toys R Us 1994 - 1998
Eberhardt Company 1989 - 1993
Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Event Planning, Time Management, Public Speaking, Access, Research, Leadership, Training, Fundraising, Event Management, Teamwork
Education
University of Phoenix-Minneapolis/St Paul Campus 2008 — 2020
Bachelor of Business Administration (B.B.A.), Business Fundamentals
Anoka Ramsey Community College 1988 — 1994
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities
University of Minnesota-Duluth 1988 — 1989
Joe Hook Joe Hook's Piper Jaffray Experience June 2013 - August 2013
Job Jr. Software Developer at Akuna Capital
Industry Computer Software
Experience
Akuna Capital July 2015 - Present
Securian Financial Group June 2014 - August 2014
Piper Jaffray June 2013 - August 2013
Bethel University September 2012 - December 2012
Hook Farms January 2008 - August 2012
Skills
C++, Java, HTML, JavaScript, Microsoft Office, Windows, Programming, Microsoft Excel, Data Analysis, Teaching, Problem Solving, Research, Leadership
Education
Bethel University 2011 — 2015
Computer Science
Tracy Area High School 2007 — 2011
HS, General Education
Akuna Capital July 2015 - Present
Securian Financial Group June 2014 - August 2014
Piper Jaffray June 2013 - August 2013
Bethel University September 2012 - December 2012
Hook Farms January 2008 - August 2012
Skills
C++, Java, HTML, JavaScript, Microsoft Office, Windows, Programming, Microsoft Excel, Data Analysis, Teaching, Problem Solving, Research, Leadership
Education
Bethel University 2011 — 2015
Computer Science
Tracy Area High School 2007 — 2011
HS, General Education
Peder Hatling Peder Hatling's Piper Jaffray Experience May 2013 - August 2015
Job Investment Banking Associate at EY
Industry Investment Banking
Experience
EY September 2015 - Present
Piper Jaffray May 2013 - August 2015
Target February 2013 - May 2013
Sett & Lucas November 2012 - February 2013
Chartwell Capital Solutions October 2011 - May 2012
Carlson Growth Fund March 2011 - May 2012
TCF Bank September 2010 - March 2011
TCF National Bank 2008 - 2010
TCF National Bank January 2007 - December 2007
American Task Force on Palestine 2005 - 2005
Skills
Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Financial Modeling, Investment Banking, Banking, Finance, Equity Research, Mergers & Acquisitions, Investments, Analysis, Private Equity
Education
University of Minnesota - Carlson School of Management 2009 — 2012
MBA, Finance, Management Consulting
University of St. Thomas 2002 — 2006
BA, BS, Business Management, Political Science, International Studies
American University 2005 — 2005
Foreign Policy
EY September 2015 - Present
Piper Jaffray May 2013 - August 2015
Target February 2013 - May 2013
Sett & Lucas November 2012 - February 2013
Chartwell Capital Solutions October 2011 - May 2012
Carlson Growth Fund March 2011 - May 2012
TCF Bank September 2010 - March 2011
TCF National Bank 2008 - 2010
TCF National Bank January 2007 - December 2007
American Task Force on Palestine 2005 - 2005
Skills
Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Financial Modeling, Investment Banking, Banking, Finance, Equity Research, Mergers & Acquisitions, Investments, Analysis, Private Equity
Education
University of Minnesota - Carlson School of Management 2009 — 2012
MBA, Finance, Management Consulting
University of St. Thomas 2002 — 2006
BA, BS, Business Management, Political Science, International Studies
American University 2005 — 2005
Foreign Policy
Sam Prenevost Sam Prenevost's Piper Jaffray Experience August 2014 - Present
Job Investment Banking Associate at Piper Jaffray
Industry Banking
Experience
Piper Jaffray August 2014 - Present
Piper Jaffray December 2013 - July 2014
US Bank June 2012 - December 2013
Best Buy June 2011 - May 2012
Best Buy June 2010 - June 2011
Skills
Microsoft Excel, Forecasting, Leveraged Finance, LBO, M&A analysis, Valuation, Credit Risk, Financial Analysis, Financial Modeling, VBA, Essbase, Corporate Finance, Financial Reporting
Education
University of Saint Thomas - School of Business 2006 — 2010
Bachelor of Arts (B.A.), Finance & Economics
Birkbeck College, University of London 2008 — 2008
Piper Jaffray August 2014 - Present
Piper Jaffray December 2013 - July 2014
US Bank June 2012 - December 2013
Best Buy June 2011 - May 2012
Best Buy June 2010 - June 2011
Skills
Microsoft Excel, Forecasting, Leveraged Finance, LBO, M&A analysis, Valuation, Credit Risk, Financial Analysis, Financial Modeling, VBA, Essbase, Corporate Finance, Financial Reporting
Education
University of Saint Thomas - School of Business 2006 — 2010
Bachelor of Arts (B.A.), Finance & Economics
Birkbeck College, University of London 2008 — 2008
Theresa Seto Alewine Theresa Seto Alewine's Piper Jaffray Experience January 2000 - March 2006
Job at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc. December 2010 - Present
RBC Wealth Management March 2006 - December 2010
Piper Jaffray January 2000 - March 2006
Piper Jaffray 1999 - 2006
Skills
Retirement, Series 7, Securities, Mutual Funds, Series 63, FINRA, Investment Advisory, Series 24, Alternative Investments, Asset Management, Wealth Management, Investments, Fixed Income, Asset Allocation, Financial Services
Education
Augsburg College 2007 — 2008
MBA
Concordia University-St. Paul 1993 — 1995
B.A., English & Secondary Education
University of Minnesota-Duluth 1991 — 1993
English
Yoga Center of Minneapolis
RBC Global Asset Management (U.S.) Inc. December 2010 - Present
RBC Wealth Management March 2006 - December 2010
Piper Jaffray January 2000 - March 2006
Piper Jaffray 1999 - 2006
Skills
Retirement, Series 7, Securities, Mutual Funds, Series 63, FINRA, Investment Advisory, Series 24, Alternative Investments, Asset Management, Wealth Management, Investments, Fixed Income, Asset Allocation, Financial Services
Education
Augsburg College 2007 — 2008
MBA
Concordia University-St. Paul 1993 — 1995
B.A., English & Secondary Education
University of Minnesota-Duluth 1991 — 1993
English
Yoga Center of Minneapolis
Jeff Deeb Jeff Deeb's Piper Jaffray Experience September 2002 - April 2005
Job VP, Portfolio Risk Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank November 2012 - Present
U.S. Bank February 2009 - November 2012
EBF & Associates April 2005 - November 2008
Piper Jaffray September 2002 - April 2005
Piper Jaffray May 2002 - September 2002
Piper Jaffray February 2001 - May 2002
Skills
Mutual Funds, Portfolio Management, Financial Analysis, Investments, Equities, Risk Management, Risk Assessment, Financial Risk, Corporate Finance, Banking
Education
Augsburg College 1997 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
U.S. Bank November 2012 - Present
U.S. Bank February 2009 - November 2012
EBF & Associates April 2005 - November 2008
Piper Jaffray September 2002 - April 2005
Piper Jaffray May 2002 - September 2002
Piper Jaffray February 2001 - May 2002
Skills
Mutual Funds, Portfolio Management, Financial Analysis, Investments, Equities, Risk Management, Risk Assessment, Financial Risk, Corporate Finance, Banking
Education
Augsburg College 1997 — 2001
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Cindy Wiedemann Cindy Wiedemann's Piper Jaffray Experience 1980 - 1984
Job Director of Operations and Compliance/Designated Supervisor,OSJ
Industry Financial Services
Experience
AdvisorNet Financial March 2000 - Present
AdvisorNet Financial 2000 - 2012
Washington Square Securities December 1997 - March 2000
Voyageur Mutual Funds January 1993 - June 1997
Piper Jaffray 1980 - 1984
Skills
Fixed Annuities, Strategic Financial..., Investments, Insurance, Wealth Management, Series 63, Retirement Planning, Securities, Series 7, Long-term Care, Retirement, Finance
Education
Anoka Ramsey Community College
AdvisorNet Financial March 2000 - Present
AdvisorNet Financial 2000 - 2012
Washington Square Securities December 1997 - March 2000
Voyageur Mutual Funds January 1993 - June 1997
Piper Jaffray 1980 - 1984
Skills
Fixed Annuities, Strategic Financial..., Investments, Insurance, Wealth Management, Series 63, Retirement Planning, Securities, Series 7, Long-term Care, Retirement, Finance
Education
Anoka Ramsey Community College
Johnathan Gast Johnathan Gast's Piper Jaffray Experience July 2014 - Present
Job Merchant Banking Analyst at Piper Jaffray
Industry Venture Capital & Private Equity
Experience
Piper Jaffray July 2014 - Present
Greenberg Advisors, LLC January 2014 - April 2014
Thomson Reuters May 2013 - August 2013
U.S. House of Representatives January 2012 - April 2012
Pawlenty for President June 2011 - August 2011
Thomson Reuters Westlaw May 2010 - June 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Spanish, Microsoft Office, Facebook, Research, Time Management, Leadership, Customer Service, Outlook, Data Analysis, Public Speaking, Access, Microsoft Word, Analysis, Financial Analysis, Finance, Financial Modeling, Corporate Finance
Education
American University 2010 — 2014
Bachelor of Science (BS), Finance
Università degli Studi di Roma Tre 2012 — 2012
International Business, International Finance, Organizational Theory
Piper Jaffray July 2014 - Present
Greenberg Advisors, LLC January 2014 - April 2014
Thomson Reuters May 2013 - August 2013
U.S. House of Representatives January 2012 - April 2012
Pawlenty for President June 2011 - August 2011
Thomson Reuters Westlaw May 2010 - June 2010
Skills
PowerPoint, Social Media, Microsoft Excel, Spanish, Microsoft Office, Facebook, Research, Time Management, Leadership, Customer Service, Outlook, Data Analysis, Public Speaking, Access, Microsoft Word, Analysis, Financial Analysis, Finance, Financial Modeling, Corporate Finance
Education
American University 2010 — 2014
Bachelor of Science (BS), Finance
Università degli Studi di Roma Tre 2012 — 2012
International Business, International Finance, Organizational Theory
Ben Schneeman's Piper Jaffray Experience June 2012 - June 2014
Job UnitedHealth Group Ventures
Industry Venture Capital & Private Equity
Experience
UnitedHealth Group Ventures June 2014 - Present
Piper Jaffray June 2012 - June 2014
PwC June 2011 - September 2011
Securian Financial May 2010 - August 2010
Education
Boston College 2008 — 2012
BS, Finance, Accounting, IS
UnitedHealth Group Ventures June 2014 - Present
Piper Jaffray June 2012 - June 2014
PwC June 2011 - September 2011
Securian Financial May 2010 - August 2010
Education
Boston College 2008 — 2012
BS, Finance, Accounting, IS
Jennifer McDonald-McMahon Jennifer McDonald-McMahon's Piper Jaffray Experience July 2003 - August 2006
Job Compliance Manager at Redhawk Wealth Advisors
Industry Financial Services
Experience
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Redhawk Wealth Advisors May 2014 - Present
LPL Financial via Haas Financial February 2013 - January 2014
Ameriprise Financial Services, Inc. December 2010 - February 2012
Marquette Asset Management April 2008 - February 2009
RBC Wealth Management January 2006 - February 2008
Piper Jaffray July 2003 - August 2006
TCF Investments December 2004 - November 2005
Charles Schwab September 2002 - December 2004
Wealth Enhancement Group June 2001 - June 2002
MJK Clearing Inc. March 1999 - April 2001
Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning
Education
Bethel University 2013 — 2014
Business Leadership, Business
Cretin Derham Hall 1984 — 1988
College of St. Catherine
Amy Wargin Amy Wargin's Piper Jaffray Experience June 1997 - June 1998
Job
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group August 2015 - Present
Assurant Health 2013 - August 2015
Assurant Health 2010 - 2012
Assurant Health October 2008 - August 2010
Assurant Health January 2006 - October 2008
Assurant Health January 2003 - February 2006
Assurant Health October 2001 - January 2003
US Banccorp December 1999 - September 2001
EY August 1998 - December 1999
Piper Jaffray June 1997 - June 1998
Skills
Interactive Marketing, Landing Page..., Project Planning, SEM, SEO, Display Advertising, Web Analytics, Segmentation, Multivariate Testing, Paid Search Campaigns, Online Lead Generation, Digital Marketing, Online Marketing, E-commerce, Product Marketing, Social Media Marketing, Strategy, Marketing, Management, Sales, Integrated Marketing, Campaign Management, Analytics, Mobile Marketing, Lead Generation, PPC, Product Management, Cross-functional Team..., Advertising, Digital Media, Customer Insight, Marketing Strategy, Leadership, Strategic Planning
Education
University of Wisconsin-Madison - School of Business 2003 — 2004
Masters Certificate, Project Management
Bethel University 1994 — 1997
BA, Finance and Marketing
Richmond, The American International University in London 1996 — 1996
Public Relations, Advertising, The EU and the Economic Environment
UnitedHealth Group August 2015 - Present
Assurant Health 2013 - August 2015
Assurant Health 2010 - 2012
Assurant Health October 2008 - August 2010
Assurant Health January 2006 - October 2008
Assurant Health January 2003 - February 2006
Assurant Health October 2001 - January 2003
US Banccorp December 1999 - September 2001
EY August 1998 - December 1999
Piper Jaffray June 1997 - June 1998
Skills
Interactive Marketing, Landing Page..., Project Planning, SEM, SEO, Display Advertising, Web Analytics, Segmentation, Multivariate Testing, Paid Search Campaigns, Online Lead Generation, Digital Marketing, Online Marketing, E-commerce, Product Marketing, Social Media Marketing, Strategy, Marketing, Management, Sales, Integrated Marketing, Campaign Management, Analytics, Mobile Marketing, Lead Generation, PPC, Product Management, Cross-functional Team..., Advertising, Digital Media, Customer Insight, Marketing Strategy, Leadership, Strategic Planning
Education
University of Wisconsin-Madison - School of Business 2003 — 2004
Masters Certificate, Project Management
Bethel University 1994 — 1997
BA, Finance and Marketing
Richmond, The American International University in London 1996 — 1996
Public Relations, Advertising, The EU and the Economic Environment
Patrick Zellner Patrick Zellner's Piper Jaffray Experience August 2015 - Present
Job Investment Banking
Industry Financial Services
Experience
Piper Jaffray August 2015 - Present
Wealth Enhancement Group May 2014 - August 2014
Russell Reynolds Associates August 2013 - August 2013
HSBC June 2013 - August 2013
Augsburg College August 2012 - December 2012
Skills
Team Leadership, Critical Thinking, Retail, Research, Analysis, Accounting, Microsoft Excel, Finance, Bloomberg, Financial Analysis, Entrepreneurship, Investments, Equities
Education
Augsburg College 2012 — 2015
Bachelor's Degree, Finance, 3.8 GPA
St. Ignatius College Prep
Piper Jaffray August 2015 - Present
Wealth Enhancement Group May 2014 - August 2014
Russell Reynolds Associates August 2013 - August 2013
HSBC June 2013 - August 2013
Augsburg College August 2012 - December 2012
Skills
Team Leadership, Critical Thinking, Retail, Research, Analysis, Accounting, Microsoft Excel, Finance, Bloomberg, Financial Analysis, Entrepreneurship, Investments, Equities
Education
Augsburg College 2012 — 2015
Bachelor's Degree, Finance, 3.8 GPA
St. Ignatius College Prep
Annie Dawes's Piper Jaffray Experience November 2005 - October 2006
Job Senior Payroll Specialist at Pentair
Industry Legal Services
Experience
Pentair March 2013 - Present
Rust Consulting March 2008 - August 2012
U.S. Bank October 2006 - March 2008
Piper Jaffray November 2005 - October 2006
ABRA Auto Body & Glass January 1998 - January 2005
Target January 1996 - January 1999
Skills
Benefits Administration, PeopleSoft, General Ledger, Account Reconciliation, Customer Service, Employee Benefits, Accounts Payable, Office Management, PowerPoint, Insurance, Management, Bank Reconciliation, Kronos, Pay, SharePoint, Spreadsheets, ADP Payroll, ADP ReportSmith, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Human Resources, Multi-state Payroll..., Payroll Taxes, Journal Entries, Accruals, Leave Administration, Training, Payroll, Garnishments, Invoicing, Access, Leadership, Accounts Receivable, Auditing, Teamwork
Education
Augsburg College 2000 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Pentair March 2013 - Present
Rust Consulting March 2008 - August 2012
U.S. Bank October 2006 - March 2008
Piper Jaffray November 2005 - October 2006
ABRA Auto Body & Glass January 1998 - January 2005
Target January 1996 - January 1999
Skills
Benefits Administration, PeopleSoft, General Ledger, Account Reconciliation, Customer Service, Employee Benefits, Accounts Payable, Office Management, PowerPoint, Insurance, Management, Bank Reconciliation, Kronos, Pay, SharePoint, Spreadsheets, ADP Payroll, ADP ReportSmith, Time Management, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Human Resources, Multi-state Payroll..., Payroll Taxes, Journal Entries, Accruals, Leave Administration, Training, Payroll, Garnishments, Invoicing, Access, Leadership, Accounts Receivable, Auditing, Teamwork
Education
Augsburg College 2000 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Jessica Lang Jessica Lang's Piper Jaffray Experience October 2013 - Present
Job Consumer and Industrials Sector Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2013 - Present
Piper Jaffray August 2010 - September 2013
Morgan Stanley March 2010 - August 2010
BlueFin Research Partners March 2005 - March 2010
Skills
Equities, Series 7, Series 63, Bloomberg, Hedge Funds, Asset Allocation, Securities, Capital Markets, Options, Due Diligence, Finance
Education
Bentley University 2001 — 2004
Bachelor's degree, Finance
University of Massachusetts, Amherst
Piper Jaffray October 2013 - Present
Piper Jaffray August 2010 - September 2013
Morgan Stanley March 2010 - August 2010
BlueFin Research Partners March 2005 - March 2010
Skills
Equities, Series 7, Series 63, Bloomberg, Hedge Funds, Asset Allocation, Securities, Capital Markets, Options, Due Diligence, Finance
Education
Bentley University 2001 — 2004
Bachelor's degree, Finance
University of Massachusetts, Amherst
Erika Bruchhausen Erika Bruchhausen's Piper Jaffray Experience May 2005 - May 2012
Job Business Analyst
Industry Financial Services
Experience
GTECH S.p.A. July 2014 - Present
Dash Labs Inc. May 2013 - July 2014
Piper Jaffray May 2005 - May 2012
Skills
Equity Research, Bloomberg, Equities, Hedge Funds, Valuation, Investment Banking, Social Media, Business Analysis, Project Management, Marketing, Strategy, Start-ups, CRM
Education
State University of New York at Binghamton 1999 — 2003
PPL and Italian
Università degli Studi di Siena 2001 — 2001
Spence School 1986 — 1999
GTECH S.p.A. July 2014 - Present
Dash Labs Inc. May 2013 - July 2014
Piper Jaffray May 2005 - May 2012
Skills
Equity Research, Bloomberg, Equities, Hedge Funds, Valuation, Investment Banking, Social Media, Business Analysis, Project Management, Marketing, Strategy, Start-ups, CRM
Education
State University of New York at Binghamton 1999 — 2003
PPL and Italian
Università degli Studi di Siena 2001 — 2001
Spence School 1986 — 1999
Darrin Diedrich, MBA Darrin Diedrich, MBA's Piper Jaffray Experience 1990 - 1995
Job Director, Platinum Partners at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial October 2006 - September 2015
Ameriprise Financial January 2005 - October 2006
Ameriprise Financial September 2002 - December 2004
Ameriprise Financial January 2001 - September 2002
Piper Jaffray 1990 - 1995
Skills
Wealth Management, Mutual Funds, FINRA, Series 24, Series 7, Uniform Combined State..., Retirement, Strategy, Process Improvement, Leadership, Retirement Planning, Securities, Portfolio Management, Financial Services, Series 63, Financial Advisory, Risk Management, Relationship Management, Finance, Six Sigma, Options, Analysis, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Investment Strategies, 401k, Equities, Fixed Income
Education
Augsburg College 2006 — 2008
MBA
St. Cloud State University - Herberger Business School 1983 — 1988
B.S., Accounting
Ameriprise Financial Services, Inc. September 2015 - Present
Ameriprise Financial October 2006 - September 2015
Ameriprise Financial January 2005 - October 2006
Ameriprise Financial September 2002 - December 2004
Ameriprise Financial January 2001 - September 2002
Piper Jaffray 1990 - 1995
Skills
Wealth Management, Mutual Funds, FINRA, Series 24, Series 7, Uniform Combined State..., Retirement, Strategy, Process Improvement, Leadership, Retirement Planning, Securities, Portfolio Management, Financial Services, Series 63, Financial Advisory, Risk Management, Relationship Management, Finance, Six Sigma, Options, Analysis, Investment Advisory, Investments, Strategic Financial..., Asset Allocation, Investment Strategies, 401k, Equities, Fixed Income
Education
Augsburg College 2006 — 2008
MBA
St. Cloud State University - Herberger Business School 1983 — 1988
B.S., Accounting
Dean Hickey's Piper Jaffray Experience 2010 - 2012
Job Property Manager at KeyPoint Partners, LLC
Industry Real Estate
Experience
JC Marlborough Realty 2007 - Present
KeyPoint Partners, LLC November 2014 - Present
First Southwest Company February 2012 - July 2014
Piper Jaffray 2010 - 2012
Piper Jaffray 2007 - 2010
Skills
Real Estate, Municipal Bonds, Series 7, Series 63, Argus Modeling, Bloomberg Terminal, Microsoft Office, Salesforce.com, QuickBooks, Fixed Income, Investments
Education
Boston University 2013 — 2014
Candidate Certificate in Real Estate Finance
Bentley University 2003 — 2006
Bachelor's degree, Finance, General
JC Marlborough Realty 2007 - Present
KeyPoint Partners, LLC November 2014 - Present
First Southwest Company February 2012 - July 2014
Piper Jaffray 2010 - 2012
Piper Jaffray 2007 - 2010
Skills
Real Estate, Municipal Bonds, Series 7, Series 63, Argus Modeling, Bloomberg Terminal, Microsoft Office, Salesforce.com, QuickBooks, Fixed Income, Investments
Education
Boston University 2013 — 2014
Candidate Certificate in Real Estate Finance
Bentley University 2003 — 2006
Bachelor's degree, Finance, General
Tina Neal Tina Neal's Piper Jaffray Experience June 2008 - December 2010
Job Senior Vice President, Public Finance at Davenport & Company LLC
Industry Financial Services
Experience
Davenport & Company LLC May 2015 - Present
Perseverance Capital Advisors LLC March 2011 - May 2015
Piper Jaffray June 2008 - December 2010
Ferris, Baker Watts, Inc. August 1996 - June 2008
Skills
Financial Modeling, Financial Analysis, Loans, Due Diligence, Tax-Exempt Debt Issuance, Municipal Bonds, Financial Advisory, Alternative Energy..., Muni Advisory, Retirement Communities, 501c3 Debt Issuance
Education
Virginia Commonwealth University - School of Business 1989 — 1992
Master of Arts (M.A.), Economics
Beloit College 1983 — 1986
Bachelor of Arts (B.A.), International Relations and Economics & Management
Davenport & Company LLC May 2015 - Present
Perseverance Capital Advisors LLC March 2011 - May 2015
Piper Jaffray June 2008 - December 2010
Ferris, Baker Watts, Inc. August 1996 - June 2008
Skills
Financial Modeling, Financial Analysis, Loans, Due Diligence, Tax-Exempt Debt Issuance, Municipal Bonds, Financial Advisory, Alternative Energy..., Muni Advisory, Retirement Communities, 501c3 Debt Issuance
Education
Virginia Commonwealth University - School of Business 1989 — 1992
Master of Arts (M.A.), Economics
Beloit College 1983 — 1986
Bachelor of Arts (B.A.), International Relations and Economics & Management
Deb Zaspel Deb Zaspel's Piper Jaffray Experience December 2003 - September 2006
Job Vice President at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities October 2006 - Present
Piper Jaffray December 2003 - September 2006
Washington Square Securities April 2000 - December 2003
USBancorp Investments 1994 - 2000
Skills
Securities, Fixed Income, Series 7, Series 63, FINRA, Bonds, Capital Markets, Series 24, Series 53, Series 4, Series 12, Series 65
Education
Bob Jones University
Fourth Baptist
Globe Business College
Wells Fargo Securities October 2006 - Present
Piper Jaffray December 2003 - September 2006
Washington Square Securities April 2000 - December 2003
USBancorp Investments 1994 - 2000
Skills
Securities, Fixed Income, Series 7, Series 63, FINRA, Bonds, Capital Markets, Series 24, Series 53, Series 4, Series 12, Series 65
Education
Bob Jones University
Fourth Baptist
Globe Business College
Charlie Dugan Charlie Dugan's Piper Jaffray Experience 2002 - 2004
Job Manager at Capgemini Financial Services
Industry Financial Services
Experience
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Capgemini November 2014 - Present
Abadi & Co. Global Markets October 2012 - September 2014
Wall St Access April 2006 - October 2012
Collins Stewart 2004 - 2005
Piper Jaffray 2002 - 2004
The Bank of New York 2001 - 2002
Schroders 1994 - 2001
Skills
Bloomberg, Bloomberg TOMS, MarketAxess, Fixed Income ECN's, Fixed Income, Capital Markets, Hedge Funds, Equities, Bloomberg Software, Series 7, Securities, Alternative Investments
Education
City University of New York-Baruch College - Zicklin School of Business 1989 — 1993
MBA, Finance, General
Drew University 1982 — 1986
BA, Mathematics and Computer Science
Staten Island Academy 1978 — 1982
Thomas Chen's Piper Jaffray Experience April 2005 - December 2010
Job Thomas Chen, Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners January 2011 - Present
Piper Jaffray April 2005 - December 2010
Merrill Lynch & Co. September 1992 - March 2005
First Chicago Corporation August 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance & Marketing
Allegheny College 1985 — 1989
Bachelor of Science (BS), Economics
Guggenheim Partners January 2011 - Present
Piper Jaffray April 2005 - December 2010
Merrill Lynch & Co. September 1992 - March 2005
First Chicago Corporation August 1989 - August 1992
Education
Northwestern University - Kellogg School of Management 1989 — 1992
Master of Business Administration (MBA), Finance & Marketing
Allegheny College 1985 — 1989
Bachelor of Science (BS), Economics
Humberto Cruz Humberto Cruz's Piper Jaffray Experience May 2015 - Present
Job Associate Consumer Sector, Morgan Stanley Fellow, MBA 2015 Cornell University
Industry Investment Banking
Experience
Piper Jaffray May 2015 - Present
Morgan Stanley June 2014 - August 2014
Federated Insurance November 2009 - February 2013
Federated Insurance January 2007 - December 2009
Federated Insurance November 2003 - February 2007
Skills
Insurance, Property & Casualty..., Disability Insurance, Sales, Cold Calling, Workers Compensation, Marketing, Commercial Insurance, Account Management, Health Insurance, Recruiting, Life Insurance, Management, Customer Retention, Underwriting, Sales Presentations, Risk Management, Liability, Employee Benefits, New Business Development
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Master of Business Administration (MBA), Investment Banking
Cornell University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Arizona State University 1999 — 2003
BS, Finance
Universidad de Granada 2002 — 2003
International Business
Piper Jaffray May 2015 - Present
Morgan Stanley June 2014 - August 2014
Federated Insurance November 2009 - February 2013
Federated Insurance January 2007 - December 2009
Federated Insurance November 2003 - February 2007
Skills
Insurance, Property & Casualty..., Disability Insurance, Sales, Cold Calling, Workers Compensation, Marketing, Commercial Insurance, Account Management, Health Insurance, Recruiting, Life Insurance, Management, Customer Retention, Underwriting, Sales Presentations, Risk Management, Liability, Employee Benefits, New Business Development
Education
The London School of Economics and Political Science (LSE) 2015 — 2015
Master of Business Administration (MBA), Investment Banking
Cornell University 2013 — 2015
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Arizona State University 1999 — 2003
BS, Finance
Universidad de Granada 2002 — 2003
International Business
Harry Hunt Harry Hunt's Piper Jaffray Experience February 1983 - April 2002
Job Black Box Resale Services Territory Account ManagerTerritory Account Manager for the states of FL and GA for Blackbox
Industry Telecommunications
Experience
Black Box Resale Services 2014 - 2015
Black Box Resale Services 2014 - 2015
SafeKey Corporation September 2013 - August 2014
Harry Hunt Consulting January 2013 - August 2014
Sleep Number by Select Comfort March 2013 - July 2013
Oak Ridge Financial April 2009 - January 2013
Wachovia Securities April 2002 - April 2009
Piper Jaffray February 1983 - April 2002
Skills
Sales, Business Development, Business Development..., Regional sales manager, District Sales..., Consultants, Market Development, Production Launch, Leadership, Business Planning, Recruiting, Product Marketing, Account Marketing, Direct Sales, Sales Process, Solution Selling, Sales Operations, Telephone Sales, Outbound Sales, Internal sales, Telemarketing, Customer Satisfaction, Cold Calling Experience, Key Account Management, Key Account Development, Key Account..., Salesforce Training, Sales Presentation..., Brokered Sales, Sales Management, Intangible Assets, Visual Merchandising, Contact Management, New Business Development, Sales & Marketing..., Business to Business, Business to Consumer, Team Leadership, Team Building, Microsoft Office, Microsoft Powerpoint, Marketing Strategy, Social Media Marketing, Sales & Marketing, Exceeds Goals, Public Speaking, Networking, Investments, CRM, Time Management
Education
Wharton School of Business 2000 — 2000
CIMA, Certfied Investment Management Analyst, Graduated
Bemidji State University 1978 — 1983
BS, Economics and Business Administration
Black Box Resale Services 2014 - 2015
Black Box Resale Services 2014 - 2015
SafeKey Corporation September 2013 - August 2014
Harry Hunt Consulting January 2013 - August 2014
Sleep Number by Select Comfort March 2013 - July 2013
Oak Ridge Financial April 2009 - January 2013
Wachovia Securities April 2002 - April 2009
Piper Jaffray February 1983 - April 2002
Skills
Sales, Business Development, Business Development..., Regional sales manager, District Sales..., Consultants, Market Development, Production Launch, Leadership, Business Planning, Recruiting, Product Marketing, Account Marketing, Direct Sales, Sales Process, Solution Selling, Sales Operations, Telephone Sales, Outbound Sales, Internal sales, Telemarketing, Customer Satisfaction, Cold Calling Experience, Key Account Management, Key Account Development, Key Account..., Salesforce Training, Sales Presentation..., Brokered Sales, Sales Management, Intangible Assets, Visual Merchandising, Contact Management, New Business Development, Sales & Marketing..., Business to Business, Business to Consumer, Team Leadership, Team Building, Microsoft Office, Microsoft Powerpoint, Marketing Strategy, Social Media Marketing, Sales & Marketing, Exceeds Goals, Public Speaking, Networking, Investments, CRM, Time Management
Education
Wharton School of Business 2000 — 2000
CIMA, Certfied Investment Management Analyst, Graduated
Bemidji State University 1978 — 1983
BS, Economics and Business Administration
Elisabeth Smith Elisabeth Smith's Piper Jaffray Experience
Job Chief Compliance Officer at Piper Jaffray Investment Management, LLC
Industry Financial Services
Experience
Piper Jaffray
Skills
Options, Alternative Investments, FINRA, Equities, Investments, Compliance, Mutual Funds, Portfolio Management, Supervisory Experience, Series 7, Series 63, Series 24, Series 9/10, Securities Regulation, Uniform Combined State..., Risk Management, Capital Markets, Trading, Bloomberg, Bonds, Financial Services, Wealth Management, Asset Allocation, Asset Management, Fixed Income, Series 4, Series 53, Series 55
Education
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities
Piper Jaffray
Skills
Options, Alternative Investments, FINRA, Equities, Investments, Compliance, Mutual Funds, Portfolio Management, Supervisory Experience, Series 7, Series 63, Series 24, Series 9/10, Securities Regulation, Uniform Combined State..., Risk Management, Capital Markets, Trading, Bloomberg, Bonds, Financial Services, Wealth Management, Asset Allocation, Asset Management, Fixed Income, Series 4, Series 53, Series 55
Education
Augsburg College
Bachelor of Arts (B.A.), Business Administration and Management, General
University of Minnesota-Twin Cities
Emilee Sonnabend Emilee Sonnabend's Piper Jaffray Experience January 2015 - Present
Job Operations Financial Analyst at TJX
Industry Financial Services
Experience
Piper Jaffray January 2015 - Present
TJX January 2014 - June 2014
Ba-Haus Interior Design Company May 2011 - September 2011
Key Biscayne Chamber of Commerce January 2008 - December 2010
Skills
Teamwork, Time Management, Leadership, Research, Microsoft Word, PowerPoint, Microsoft Excel, Spreadsheets, French, Problem Solving, Social Media, Organization, Outlook Soft, Inventory Management, Data Analysis
Education
Northeastern University 2012 — 2017
Mathematics and Business
American College of Thessaloniki 2012 — 2012
Business Administration and Management, General, 4.0
Gulliver Preparatory 2008 — 2012
Piper Jaffray January 2015 - Present
TJX January 2014 - June 2014
Ba-Haus Interior Design Company May 2011 - September 2011
Key Biscayne Chamber of Commerce January 2008 - December 2010
Skills
Teamwork, Time Management, Leadership, Research, Microsoft Word, PowerPoint, Microsoft Excel, Spreadsheets, French, Problem Solving, Social Media, Organization, Outlook Soft, Inventory Management, Data Analysis
Education
Northeastern University 2012 — 2017
Mathematics and Business
American College of Thessaloniki 2012 — 2012
Business Administration and Management, General, 4.0
Gulliver Preparatory 2008 — 2012
Tom Sepenzis Tom Sepenzis's Piper Jaffray Experience September 1997 - June 2000
Job Vice President, Northland Capital Markets
Industry Banking
Experience
Northland Securities June 2011 - Present
AnalystVision January 2010 - Present
Ascension Pictures July 2007 - January 2010
AAU January 2005 - June 2007
ThinkEquity LLC May 2002 - September 2004
CIBC World Markets June 2000 - June 2002
Piper Jaffray September 1997 - June 2000
Skills
Investment Banking, Corporate Development, Equity Research, Equities, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Finance, Investments, Due Diligence, Investor Relations, Marketing Research, Capital Markets, Mergers & Acquisitions, Start-ups
Education
New York University 1988 — 1992
BA, Psychology, English
Phillips Academy 1985 — 1988
English, English, Theatre
Academy of Art University 2005 — 2007
MFA - Film, Directing, Producing
Eaglebrook School 1983 — 1985
N/A, N/A
Northland Securities June 2011 - Present
AnalystVision January 2010 - Present
Ascension Pictures July 2007 - January 2010
AAU January 2005 - June 2007
ThinkEquity LLC May 2002 - September 2004
CIBC World Markets June 2000 - June 2002
Piper Jaffray September 1997 - June 2000
Skills
Investment Banking, Corporate Development, Equity Research, Equities, Venture Capital, Private Equity, Valuation, Financial Modeling, Mergers, Corporate Finance, Investments, Due Diligence, Investor Relations, Marketing Research, Capital Markets, Mergers & Acquisitions, Start-ups
Education
New York University 1988 — 1992
BA, Psychology, English
Phillips Academy 1985 — 1988
English, English, Theatre
Academy of Art University 2005 — 2007
MFA - Film, Directing, Producing
Eaglebrook School 1983 — 1985
N/A, N/A
K. Newton Juhng K. Newton Juhng's Piper Jaffray Experience 2004 - 2006
Job Senior Vice President at GE Capital Healthcare Financial Services
Industry Financial Services
Experience
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
GE Capital October 2011 - Present
FBR June 2010 - September 2011
BB&T Capital Markets 2006 - 2010
Piper Jaffray 2004 - 2006
SunTrust Robinson Humphrey 2003 - 2004
Fulcrum Global Partners June 2003 - September 2003
Dresdner Kleinwort Wasserstein April 2001 - September 2002
National Institutes of Health 1996 - 1999
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Leveraged Finance, Portfolio Management, Mergers & Acquisitions, Research, Valuation, Private Equity, Series 7, Venture Capital
Education
Amherst College 1992 — 1996
B.A., Psychology
Tenafly High School 1988 — 1992
Brent Gilbertson Brent Gilbertson's Piper Jaffray Experience April 2005 - July 2006
Job Systems Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo May 2013 - Present
Wells Fargo July 2010 - May 2013
Modis, Inc July 2009 - July 2010
Cyber Advisors May 2008 - June 2009
Wells Fargo July 2006 - April 2008
Piper Jaffray April 2005 - July 2006
Skills
SDLC, SharePoint, Microsoft SQL Server, Requirements Analysis, Business Analysis, Databases, SSRS, SQL, Visual Basic, Requirements Gathering, JavaScript, Project Management, Testing, Oracle, VB.NET, Access, Active Directory, PeopleSoft
Education
Augsburg College 2004 — 2008
B.A, Business Administration/Management, 3.6
Dunwoody College 2000 — 2002
A.A.S., Computer Science, 3.58
Osseo 1994 — 1996
Wells Fargo May 2013 - Present
Wells Fargo July 2010 - May 2013
Modis, Inc July 2009 - July 2010
Cyber Advisors May 2008 - June 2009
Wells Fargo July 2006 - April 2008
Piper Jaffray April 2005 - July 2006
Skills
SDLC, SharePoint, Microsoft SQL Server, Requirements Analysis, Business Analysis, Databases, SSRS, SQL, Visual Basic, Requirements Gathering, JavaScript, Project Management, Testing, Oracle, VB.NET, Access, Active Directory, PeopleSoft
Education
Augsburg College 2004 — 2008
B.A, Business Administration/Management, 3.6
Dunwoody College 2000 — 2002
A.A.S., Computer Science, 3.58
Osseo 1994 — 1996
Kari Boyce's Piper Jaffray Experience 1997 - 2005
Job Executive Level Leader
Industry Nonprofit Organization Management
Experience
Pulse Outreach August 2013 - July 2015
Christian Investors Foundation March 2006 - July 2013
Piper Jaffray 1997 - 2005
Skills
Leadership, Corporate Communications, Strategic Planning, Project Management, Team Building, Marketing, Marketing Strategy, Fundraising, Investments, Finance, Leadership Development, Nonprofits, Budgets, Strategy, Entrepreneurship, Management Consulting, Business Development, Business Planning, Financial Analysis, Marketing Communications
Education
Bethel University 1980 — 1984
BA, Business Administration, French
Pulse Outreach August 2013 - July 2015
Christian Investors Foundation March 2006 - July 2013
Piper Jaffray 1997 - 2005
Skills
Leadership, Corporate Communications, Strategic Planning, Project Management, Team Building, Marketing, Marketing Strategy, Fundraising, Investments, Finance, Leadership Development, Nonprofits, Budgets, Strategy, Entrepreneurship, Management Consulting, Business Development, Business Planning, Financial Analysis, Marketing Communications
Education
Bethel University 1980 — 1984
BA, Business Administration, French
Dave Dockendorf Dave Dockendorf's Piper Jaffray Experience June 1997 - March 2000
Job Operations Engineer VOIP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Ecolab January 2001 - May 2012
US Bank March 2000 - January 2001
Piper Jaffray June 1997 - March 2000
Alexandria Technical College August 1996 - May 1997
Skills
Cisco VoIP, Cisco Call Manager, Cisco UCS, IPCC Express, LAN Switching, Cisco, Switches, Troubleshooting, Routers, Unity Connection, Cisco VCS, Cisco TMS, Gateway, Cisco Technologies, Disaster Recovery, Technical Support, Software Documentation, Call Centers, IT Operations, System Administration, ITIL, Data Center, WAN, VoIP, Routing, Network Design, Active Directory, Telecommunications, Windows Server, Networking, Network Administration, XP, VPN, Help Desk Support, Load Balancing, LAN-WAN, VMware, Cisco IOS, F5 BigIP, VMware ESX, System Deployment, Infrastructure, Servers, Virtualization, Windows XP
Education
Alexandria Technical College 1995 — 1997
Associates of Applied Science (AAS), Computer and Voice Networking
Alexandria Technical College 1995 — 1997
Associates of Applied Science (AAS), Computer Technical Support Services
Ameriprise Financial Services, Inc. May 2012 - Present
Ecolab January 2001 - May 2012
US Bank March 2000 - January 2001
Piper Jaffray June 1997 - March 2000
Alexandria Technical College August 1996 - May 1997
Skills
Cisco VoIP, Cisco Call Manager, Cisco UCS, IPCC Express, LAN Switching, Cisco, Switches, Troubleshooting, Routers, Unity Connection, Cisco VCS, Cisco TMS, Gateway, Cisco Technologies, Disaster Recovery, Technical Support, Software Documentation, Call Centers, IT Operations, System Administration, ITIL, Data Center, WAN, VoIP, Routing, Network Design, Active Directory, Telecommunications, Windows Server, Networking, Network Administration, XP, VPN, Help Desk Support, Load Balancing, LAN-WAN, VMware, Cisco IOS, F5 BigIP, VMware ESX, System Deployment, Infrastructure, Servers, Virtualization, Windows XP
Education
Alexandria Technical College 1995 — 1997
Associates of Applied Science (AAS), Computer and Voice Networking
Alexandria Technical College 1995 — 1997
Associates of Applied Science (AAS), Computer Technical Support Services
Dail Blake's Piper Jaffray Experience 1995 - 1997
Job Sr. Vice President at Country Club Financial Services
Industry Financial Services
Experience
Country Club Financial Services, Inc. January 2002 - Present
RBC Dain Rauscher January 1997 - January 2002
Piper Jaffray 1995 - 1997
Boy Scouts of America, Heart of America Council 1989 - 1994
Skills
Retirement Planning, Real Estate, Long Term Care Insurance, Finance, Strategic Planning, Investments, Estate Planning, Financial Advisory, Marketing, Leadership, Team Building, Financial Analysis, Customer Service
Education
Baker University 1990 — 1992
MBA
Baker University 1985 — 1989
BS
Shawnee Mission West High School 1983 — 1987
Country Club Financial Services, Inc. January 2002 - Present
RBC Dain Rauscher January 1997 - January 2002
Piper Jaffray 1995 - 1997
Boy Scouts of America, Heart of America Council 1989 - 1994
Skills
Retirement Planning, Real Estate, Long Term Care Insurance, Finance, Strategic Planning, Investments, Estate Planning, Financial Advisory, Marketing, Leadership, Team Building, Financial Analysis, Customer Service
Education
Baker University 1990 — 1992
MBA
Baker University 1985 — 1989
BS
Shawnee Mission West High School 1983 — 1987
Rick Lohr Rick Lohr's Piper Jaffray Experience August 2014 - Present
Job Managing Director, Head of Senior Living Group at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
BB&T Capital Markets March 2011 - August 2014
Herbert J. Sims & Co. August 2007 - February 2011
Greystone Communities January 1996 - June 2003
Tucker Alan Inc. September 1994 - December 1995
Peterson Consulting March 1992 - September 1994
Bank One July 1990 - March 1992
Skills
Management, Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Bonds, Fixed Income, Investments, Due Diligence, Mergers & Acquisitions, Real Estate Economics, Asset Managment, Real Estate, Financial Structuring, Portfolio Management, Financial Analysis, Equities, Asset Management, Strategic Planning, Loans, Structured Finance
Education
Baylor University - Hankamer School of Business 1986 — 1990
Piper Jaffray August 2014 - Present
BB&T Capital Markets March 2011 - August 2014
Herbert J. Sims & Co. August 2007 - February 2011
Greystone Communities January 1996 - June 2003
Tucker Alan Inc. September 1994 - December 1995
Peterson Consulting March 1992 - September 1994
Bank One July 1990 - March 1992
Skills
Management, Finance, Capital Markets, Investment Banking, Financial Modeling, Valuation, Private Equity, Bonds, Fixed Income, Investments, Due Diligence, Mergers & Acquisitions, Real Estate Economics, Asset Managment, Real Estate, Financial Structuring, Portfolio Management, Financial Analysis, Equities, Asset Management, Strategic Planning, Loans, Structured Finance
Education
Baylor University - Hankamer School of Business 1986 — 1990
David Peterson CPPM David Peterson CPPM's Piper Jaffray Experience November 1984 - November 2002
Job Sr. Business Systems Analyst at Delta Air Lines
Industry Financial Services
Experience
Delta Air Lines December 2013 - Present
RCIS - Wells Fargo Inc. April 2013 - October 2013
Minnesota Finance Housing Agency October 2008 - January 2013
Minnesota Housing Finance Agency October 2008 - January 2012
Northwest Airlines March 2007 - May 2008
Ameriprise Financial September 2006 - March 2007
Haven Land Development Inc. January 2003 - October 2006
Piper Jaffray November 1984 - November 2002
Skills
Process Improvement, Business Analysis, Project Management, Business Requirements, Risk Management, Business Intelligence, Requirements Gathering, Visio, Software Project..., SharePoint, SDLC, Requirements Analysis, Program Management, Cross-functional Team..., Vendor Management, Analysis, Testing, PMP, Strategic Planning, Business Process, Management, Integration, Oracle, MS Project, Software Documentation, Team Leadership, IT Strategy, Enterprise Architecture, Change Management, ASP.NET, Microsoft SQL Server, Training, Leadership, Security, Business Process..., IT Management, Disaster Recovery, Governance, Agile Methodologies, Quality Assurance
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager (CPPM) Program
Brown College Minneapolis, MN 1983 — 1984
Computer Programming, Computer Programming, 4.0
University of Saint Thomas 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Augsburg College
Delta Air Lines December 2013 - Present
RCIS - Wells Fargo Inc. April 2013 - October 2013
Minnesota Finance Housing Agency October 2008 - January 2013
Minnesota Housing Finance Agency October 2008 - January 2012
Northwest Airlines March 2007 - May 2008
Ameriprise Financial September 2006 - March 2007
Haven Land Development Inc. January 2003 - October 2006
Piper Jaffray November 1984 - November 2002
Skills
Process Improvement, Business Analysis, Project Management, Business Requirements, Risk Management, Business Intelligence, Requirements Gathering, Visio, Software Project..., SharePoint, SDLC, Requirements Analysis, Program Management, Cross-functional Team..., Vendor Management, Analysis, Testing, PMP, Strategic Planning, Business Process, Management, Integration, Oracle, MS Project, Software Documentation, Team Leadership, IT Strategy, Enterprise Architecture, Change Management, ASP.NET, Microsoft SQL Server, Training, Leadership, Security, Business Process..., IT Management, Disaster Recovery, Governance, Agile Methodologies, Quality Assurance
Education
University of St. Thomas 2013 — 2013
Certified Professional Project Manager (CPPM) Program
Brown College Minneapolis, MN 1983 — 1984
Computer Programming, Computer Programming, 4.0
University of Saint Thomas 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Augsburg College
Jeff Garzon Jeff Garzon's Piper Jaffray Experience 1996 - 1999
Job Sr. Business Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial Assistant Vice President Advisory ConsultantPiper Jaffray1999 - 2004
Piper Jaffray 1996 - 1999
Piper Jaffray 1991 - 1996
Education
Augsburg College
Finance, General
University of Minnesota-Twin Cities
Business Administration and Management, General
Thrivent Financial Assistant Vice President Advisory ConsultantPiper Jaffray1999 - 2004
Piper Jaffray 1996 - 1999
Piper Jaffray 1991 - 1996
Education
Augsburg College
Finance, General
University of Minnesota-Twin Cities
Business Administration and Management, General
Douglas Aronstein Douglas Aronstein's Piper Jaffray Experience 2008 - 2013
Job Execution Sales at Kepler Cheuvreux
Industry Financial Services
Experience
RBC Capital Markets 2013 - 2014
Piper Jaffray 2008 - 2013
Bank of America 2005 - 2008
Deutsche Bank 2001 - 2005
Merrill Lynch 1994 - 2001
Skills
Program Trading, Electronic Trading, Trading, Hedge Funds, Mutual Funds, Equity Trading, Derivatives, Series 7, Market Structure, Portfolio Optimization, Trading Systems, Bloomberg, Capital Markets, Financial Markets, Portfolio Management, Options, Equity Derivatives, Spreadsheets, Microsoft Excel, Fixed Income, Equity Research, Asset Allocation, Investment Banking, Securities, Indexing, Asset Management, Financial Modeling, Fundamental Analysis, Rebalancing, Technical Analysis, Quantitative Research, Sales, Portfolio Performance..., Trading Strategies, Series 63, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General
University of Virginia
B.S., Commerce, concentration in finance
Binghamton University
Family Resource Management Studies, General
RBC Capital Markets 2013 - 2014
Piper Jaffray 2008 - 2013
Bank of America 2005 - 2008
Deutsche Bank 2001 - 2005
Merrill Lynch 1994 - 2001
Skills
Program Trading, Electronic Trading, Trading, Hedge Funds, Mutual Funds, Equity Trading, Derivatives, Series 7, Market Structure, Portfolio Optimization, Trading Systems, Bloomberg, Capital Markets, Financial Markets, Portfolio Management, Options, Equity Derivatives, Spreadsheets, Microsoft Excel, Fixed Income, Equity Research, Asset Allocation, Investment Banking, Securities, Indexing, Asset Management, Financial Modeling, Fundamental Analysis, Rebalancing, Technical Analysis, Quantitative Research, Sales, Portfolio Performance..., Trading Strategies, Series 63, Equities
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance, General
University of Virginia
B.S., Commerce, concentration in finance
Binghamton University
Family Resource Management Studies, General
Nathan J. Warren III, Esq. Nathan J. Warren III, Esq.'s Piper Jaffray Experience January 2000 - January 2001
Job Attorney at Law | Investment Advisor
Industry Law Practice
Experience
NJW LAW, APC January 2010 - Present
Arque Capital Ltd January 2002 - Present
Orange County Public Defender January 2007 - January 2008
Maricopa Sheriff's Department January 2001 - January 2006
Piper Jaffray January 2000 - January 2001
Paine Webber January 1998 - January 1999
Skills
Investments, Corporate Law, Litigation, Civil Litigation, Legal Research, Legal Assistance, Real Estate Transactions, Real Estate, Finance, Legal Writing, Debt Restructuring, Investment Advisory, Commercial Real Estate, Bankruptcy, Foreclosures, Estate Planning, Financial Advisory, Business, Real Property, 1031 Exchanges, Small Business..., Real Estate Economics, Real Estate Financing, Short Sales, Property, Business Transactions, Corporate Advisory, Leases, Business Restrucuring, High Net Worth..., Investment Properties
Education
Whittier Law School 2004 — 2006
Juris Doctorate
Arizona State University 1992 — 1995
Bachelor of Science (BS), Political Science
NJW LAW, APC January 2010 - Present
Arque Capital Ltd January 2002 - Present
Orange County Public Defender January 2007 - January 2008
Maricopa Sheriff's Department January 2001 - January 2006
Piper Jaffray January 2000 - January 2001
Paine Webber January 1998 - January 1999
Skills
Investments, Corporate Law, Litigation, Civil Litigation, Legal Research, Legal Assistance, Real Estate Transactions, Real Estate, Finance, Legal Writing, Debt Restructuring, Investment Advisory, Commercial Real Estate, Bankruptcy, Foreclosures, Estate Planning, Financial Advisory, Business, Real Property, 1031 Exchanges, Small Business..., Real Estate Economics, Real Estate Financing, Short Sales, Property, Business Transactions, Corporate Advisory, Leases, Business Restrucuring, High Net Worth..., Investment Properties
Education
Whittier Law School 2004 — 2006
Juris Doctorate
Arizona State University 1992 — 1995
Bachelor of Science (BS), Political Science
Kyle Javes, CFA's Piper Jaffray Experience July 2012 - October 2014
Job Senior Vice President Municipal Trading at Dougherty & Company LLC
Industry Investment Banking
Experience
Dougherty & Company LLC October 2014 - Present
Piper Jaffray July 2012 - October 2014
Piper Jaffray & Co. June 2005 - June 2012
Skills
Interest Rate..., Fixed Income Products, Fixed Income Trading, Debt Structuring, Relative Value, Hedging, Public Finance, Statistical Modeling, Fixed Income, Financial Analysis, Bonds, Investment Banking, Bloomberg, Debt Restructuring, Due Diligence, Trading, Capital Markets, Derivatives
Education
Boston College 2001 — 2005
Bachelor of Arts, Economics/Finance
Dougherty & Company LLC October 2014 - Present
Piper Jaffray July 2012 - October 2014
Piper Jaffray & Co. June 2005 - June 2012
Skills
Interest Rate..., Fixed Income Products, Fixed Income Trading, Debt Structuring, Relative Value, Hedging, Public Finance, Statistical Modeling, Fixed Income, Financial Analysis, Bonds, Investment Banking, Bloomberg, Debt Restructuring, Due Diligence, Trading, Capital Markets, Derivatives
Education
Boston College 2001 — 2005
Bachelor of Arts, Economics/Finance
Jim Skoglund Jim Skoglund's Piper Jaffray Experience March 1997 - August 2000
Job IT Portfolio Leader Commercial Segment at Medica
Industry Insurance
Experience
Medica November 2010 - Present
Carlson Marketing June 2008 - October 2010
Ameriprise Financial June 2004 - May 2008
American Express Financial Advisors August 2000 - June 2004
Piper Jaffray March 1997 - August 2000
American Express Financial Advisors (Formally IDS Financial Services) October 1989 - March 1997
Skills
Vendor Management, SDLC, Project Portfolio..., PMO, Portfolio Management, Relationship Management, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Financial Services, Business Analysis, Business Intelligence, Mergers, Program Management, CRM, Leadership, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, Management
Education
National College of Business 1980 — 1983
Bachelor of Science, Data Processing / Business Admin
Bethel University 1977 — 1978
Pre-Law
Medica November 2010 - Present
Carlson Marketing June 2008 - October 2010
Ameriprise Financial June 2004 - May 2008
American Express Financial Advisors August 2000 - June 2004
Piper Jaffray March 1997 - August 2000
American Express Financial Advisors (Formally IDS Financial Services) October 1989 - March 1997
Skills
Vendor Management, SDLC, Project Portfolio..., PMO, Portfolio Management, Relationship Management, Process Improvement, Disaster Recovery, IT Strategy, Enterprise Architecture, Financial Services, Business Analysis, Business Intelligence, Mergers, Program Management, CRM, Leadership, Cross-functional Team..., Outsourcing, Strategic Planning, Business Process..., Strategy, Management
Education
National College of Business 1980 — 1983
Bachelor of Science, Data Processing / Business Admin
Bethel University 1977 — 1978
Pre-Law
Jean Taylor Jean Taylor's Piper Jaffray Experience 2005 - 2013
Job President Life is Now, Inc.
Industry Executive Office
Experience
Life is Now, Inc. 2010 - Present
Star Tribune September 2014 - Present
eTouchMenu August 2013 - Present
Middle A Restaurants, LLC July 2012 - Present
Science Museum of Minnesota November 2010 - Present
Minnesota Public Radio September 2013 - Present
WPO 2007 - Present
Piper Jaffray 2005 - 2013
Minnesota Private College Council 2004 - 2012
Minnesota Early Learning Foundation (MELF) 2006 - 2011
Skills
Leadership Development, Public Speaking, Strategic Planning, Team Building, Executive Coaching, Non-profits, Leadership, Board of Directors, Change Management, New Business Development, Marketing Strategy, Marketing, Strategy, Management, Entrepreneurship, Team Leadership, Coaching, Nonprofits
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Management Support Systems
Augsburg College 1981 — 1985
BA, Business - Management
Mankato East High School 1977 — 1981
Life is Now, Inc. 2010 - Present
Star Tribune September 2014 - Present
eTouchMenu August 2013 - Present
Middle A Restaurants, LLC July 2012 - Present
Science Museum of Minnesota November 2010 - Present
Minnesota Public Radio September 2013 - Present
WPO 2007 - Present
Piper Jaffray 2005 - 2013
Minnesota Private College Council 2004 - 2012
Minnesota Early Learning Foundation (MELF) 2006 - 2011
Skills
Leadership Development, Public Speaking, Strategic Planning, Team Building, Executive Coaching, Non-profits, Leadership, Board of Directors, Change Management, New Business Development, Marketing Strategy, Marketing, Strategy, Management, Entrepreneurship, Team Leadership, Coaching, Nonprofits
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Management Support Systems
Augsburg College 1981 — 1985
BA, Business - Management
Mankato East High School 1977 — 1981
Ken Oliphant, AAMS Ken Oliphant, AAMS's Piper Jaffray Experience 1997 - 2006
Job Vice President Investments, Senior Financial Advisor at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc. (Member: FINRA/SIPC) November 2006 - Present
Piper Jaffray 1997 - 2006
Boyd Coffee Company 1996 - 1997
Consumer Packaged Goods Marketing Consultant 1994 - 1996
Borden Inc. - Snack Foods 1987 - 1993
Coca Cola Foods 1983 - 1986
No Nonsense Fashions Inc. 1980 - 1983
Columbian Advertising 1978 - 1980
Ralston Purina 1977 - 1978
Ralston Purina 1975 - 1977
Skills
Financial Planning, Retirement Planning, Wealth Management, Series 7, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Asset Management
Education
Arizona State University 1974 — 1977
MBA, Marketing and Advertising
Arizona State University 1970 — 1973
BS, Marketing
Umpqua Investments, Inc. (Member: FINRA/SIPC) November 2006 - Present
Piper Jaffray 1997 - 2006
Boyd Coffee Company 1996 - 1997
Consumer Packaged Goods Marketing Consultant 1994 - 1996
Borden Inc. - Snack Foods 1987 - 1993
Coca Cola Foods 1983 - 1986
No Nonsense Fashions Inc. 1980 - 1983
Columbian Advertising 1978 - 1980
Ralston Purina 1977 - 1978
Ralston Purina 1975 - 1977
Skills
Financial Planning, Retirement Planning, Wealth Management, Series 7, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Investment Strategies, Asset Management
Education
Arizona State University 1974 — 1977
MBA, Marketing and Advertising
Arizona State University 1970 — 1973
BS, Marketing
Michel Bergeron's Piper Jaffray Experience 2000 - 2007
Job Executive Creative Director at Visual Diplomacy
Industry Design
Experience
Visual Diplomacy August 2012 - Present
DY Works Pvt Ltd April 2012 - October 2012
Visual Diplomacy November 1985 - October 2009
Piper Jaffray 2000 - 2007
Portfolio Center 1993 - 1998
Skills
Brand Design, Product Naming, Concept Development, Branding & Identity, Environmental Graphics, POP design, InDesign, Illustrator, Typography, Strategic Design, Corporate Identity, Art Direction, Strategy, Design Strategy, Communication Design, Packaging, Brand Development..., Retail Design, Layout, Logo Design
Education
Art Center College of Design 1977 — 1980
BFA, Graphic/packaging
Visual Diplomacy August 2012 - Present
DY Works Pvt Ltd April 2012 - October 2012
Visual Diplomacy November 1985 - October 2009
Piper Jaffray 2000 - 2007
Portfolio Center 1993 - 1998
Skills
Brand Design, Product Naming, Concept Development, Branding & Identity, Environmental Graphics, POP design, InDesign, Illustrator, Typography, Strategic Design, Corporate Identity, Art Direction, Strategy, Design Strategy, Communication Design, Packaging, Brand Development..., Retail Design, Layout, Logo Design
Education
Art Center College of Design 1977 — 1980
BFA, Graphic/packaging
Tom Madden Tom Madden's Piper Jaffray Experience May 1997 - November 2003
Job Head Trader at DGV Solutions
Industry Financial Services
Experience
DGV Solutions January 2015 - Present
Walleye Trading January 2012 - February 2014
Cutler Group, LP June 2008 - December 2011
UBS OConnor December 2003 - May 2008
Piper Jaffray May 1997 - November 2003
Professional Edge Fund January 1993 - May 1997
Swiss Bank OConnor December 1989 - January 1993
Skills
Structured Products, Alternative Investments, Financial Risk, Volatility, Series 7, Trading, Loans, Equity Research, Hedge Funds, Electronic Trading, Proprietary Trading, Traders, Options, Swaps, Volatility Arbitrage, Trading Systems, Equities, Equity Trading, Trading Strategies, Quantitative Analytics, Currency, FX Options, Quantitative Finance, Asset Management, Bonds, Investments, Capital Markets, Management, Derivatives, Securities, Financial Services, Financial Analysis, Mutual Funds, Portfolio Management, Hedging, Fixed Income, Risk Management, Commodity, Arbitrage, Equity Derivatives, Bloomberg, Finance, VBA, ETFs, Financial Markets, Portfolio Optimization, Financial Modeling, Series 24, Mortgage Lending, Technical Analysis
Education
Arizona State University 1984 — 1986
Bachelor, Finance
DGV Solutions January 2015 - Present
Walleye Trading January 2012 - February 2014
Cutler Group, LP June 2008 - December 2011
UBS OConnor December 2003 - May 2008
Piper Jaffray May 1997 - November 2003
Professional Edge Fund January 1993 - May 1997
Swiss Bank OConnor December 1989 - January 1993
Skills
Structured Products, Alternative Investments, Financial Risk, Volatility, Series 7, Trading, Loans, Equity Research, Hedge Funds, Electronic Trading, Proprietary Trading, Traders, Options, Swaps, Volatility Arbitrage, Trading Systems, Equities, Equity Trading, Trading Strategies, Quantitative Analytics, Currency, FX Options, Quantitative Finance, Asset Management, Bonds, Investments, Capital Markets, Management, Derivatives, Securities, Financial Services, Financial Analysis, Mutual Funds, Portfolio Management, Hedging, Fixed Income, Risk Management, Commodity, Arbitrage, Equity Derivatives, Bloomberg, Finance, VBA, ETFs, Financial Markets, Portfolio Optimization, Financial Modeling, Series 24, Mortgage Lending, Technical Analysis
Education
Arizona State University 1984 — 1986
Bachelor, Finance
Darcianne Siefkes Darcianne Siefkes's Piper Jaffray Experience May 2004 - March 2007
Job Learning & Development Professional
Industry Human Resources
Experience
Minnetronix, Inc. March 2008 - Present
Piper Jaffray May 2004 - March 2007
Piper Jaffray November 1996 - May 2004
Skills
Cross-functional Team..., Human Resources, Training, Process Improvement, Management, Talent Management, Performance Management, Team Building, Leadership, Strategy, Program Management, Team Leadership, Training & Development, Leadership Development
Education
Anoka Ramsey Community College 1972 — 1973
Minnetronix, Inc. March 2008 - Present
Piper Jaffray May 2004 - March 2007
Piper Jaffray November 1996 - May 2004
Skills
Cross-functional Team..., Human Resources, Training, Process Improvement, Management, Talent Management, Performance Management, Team Building, Leadership, Strategy, Program Management, Team Leadership, Training & Development, Leadership Development
Education
Anoka Ramsey Community College 1972 — 1973
Lindsay (Bolles) Olson Lindsay (Bolles) Olson's Piper Jaffray Experience June 2004 - August 2004
Job Product Line Director at Anchor Block Company
Industry Building Materials
Experience
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
Oak Investment Partners June 2011 - August 2011
Opportunity International September 2009 - May 2010
Merrill Lynch November 2007 - September 2009
King Street Capital Management June 2007 - August 2007
UBS June 2005 - August 2005
Piper Jaffray June 2004 - August 2004
Skills
Economics, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Financial Analysis, Capital Markets, Private Equity, Bloomberg, Equities, Emerging Markets, Venture Capital, Due Diligence, Management, Business Development, Strategic Planning, Strategy
Education
GEORGETOWN UNIVERSITY, McDonough School of Business 2010 — 2012
MBA
Boston College 2003 — 2007
BA, Economics
The Lawrenceville School 2001 — 2003
High School
Breck School 1995 — 2000
High School
Christa Young Christa Young's Piper Jaffray Experience December 1985 - August 2006
Job Advisor Practice Tools and Capabilities at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2010 - Present
RBC Capital Markets February 2007 - August 2009
Piper Jaffray December 1985 - August 2006
Piper Jaffray March 1997 - January 2000
Education
Bethel University 2010 — 2011
Organizational Leadership
University of Minnesota-Twin Cities
Social Work/Liberal Arts
Ameriprise Financial Services, Inc. February 2010 - Present
RBC Capital Markets February 2007 - August 2009
Piper Jaffray December 1985 - August 2006
Piper Jaffray March 1997 - January 2000
Education
Bethel University 2010 — 2011
Organizational Leadership
University of Minnesota-Twin Cities
Social Work/Liberal Arts
Adam Forman Adam Forman's Piper Jaffray Experience July 2009 - Present
Job Director Credit Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2009 - Present
Piper Jaffray November 2009 - March 2011
Merrill Lynch March 2008 - December 2009
HSBC 2007 - 2008
Skills
Securities, Sales, Fixed Income, Bonds, Preferred Stock, Hybrids, tier 1, lower Tier II, Capital Markets, Hedge Funds, insurance companies, Money Managers
Education
Binghamton University 2003 — 2007
B.A., English
Piper Jaffray July 2009 - Present
Piper Jaffray November 2009 - March 2011
Merrill Lynch March 2008 - December 2009
HSBC 2007 - 2008
Skills
Securities, Sales, Fixed Income, Bonds, Preferred Stock, Hybrids, tier 1, lower Tier II, Capital Markets, Hedge Funds, insurance companies, Money Managers
Education
Binghamton University 2003 — 2007
B.A., English
Erik Zwick, CFA Erik Zwick, CFA's Piper Jaffray Experience April 2015 - May 2015
Job Senior Research Analyst at Stephens, Inc.
Industry Financial Services
Experience
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
Stephens Inc. May 2015 - Present
Piper Jaffray April 2015 - May 2015
Sterne Agee April 2014 - March 2015
Oppenheimer & Co. April 2005 - April 2014
Skills
Fixed Income, Bloomberg, Equities, Financial Modeling, Equity Research, Hedge Funds, Capital Markets, Investment Banking, Investments, Securities, Series 7, Research, Valuation
Education
Bates College 1997 — 2001
B.A., Economics
Ashley Schmit Ashley Schmit's Piper Jaffray Experience November 2014 - Present
Job Investment Banking Assistant at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray November 2014 - Present
Piper Jaffray June 2014 - November 2014
Northern Pine Salon & Spa August 2007 - June 2014
Education
Bemidji State University 2011 — 2014
Bachelor's Degree, Business Administration, Finance Emphasis & Accounting Minor
Piper Jaffray November 2014 - Present
Piper Jaffray June 2014 - November 2014
Northern Pine Salon & Spa August 2007 - June 2014
Education
Bemidji State University 2011 — 2014
Bachelor's Degree, Business Administration, Finance Emphasis & Accounting Minor
Michelle Nisbet Michelle Nisbet's Piper Jaffray Experience September 1998 - April 2000
Job Financial Associate at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial October 2012 - Present
Thrivent Financial August 2010 - November 2012
Otter Tail Corporation April 2009 - December 2009
First American Funds June 2007 - March 2009
Piper Jaffray & Co May 2000 - January 2007
Piper Jaffray September 1998 - April 2000
Piper Jaffray June 1997 - August 1998
Skills
Salesforce.com, Leadership, Team Leadership, Management, Sales, Recruiting, Sales Management, Contract Negotiation, Budgets, Mutual Funds, Coaching, Talent Management, FINRA, Securities, Wealth Management, Asset Allocation, Business Development, New Business Development, Strategic Planning
Education
Augsburg College 2006 — 2007
MBA, Master of Business Adminstration
The University of North Dakota 1993 — 1997
BA, Accounting
Thrivent Financial October 2012 - Present
Thrivent Financial August 2010 - November 2012
Otter Tail Corporation April 2009 - December 2009
First American Funds June 2007 - March 2009
Piper Jaffray & Co May 2000 - January 2007
Piper Jaffray September 1998 - April 2000
Piper Jaffray June 1997 - August 1998
Skills
Salesforce.com, Leadership, Team Leadership, Management, Sales, Recruiting, Sales Management, Contract Negotiation, Budgets, Mutual Funds, Coaching, Talent Management, FINRA, Securities, Wealth Management, Asset Allocation, Business Development, New Business Development, Strategic Planning
Education
Augsburg College 2006 — 2007
MBA, Master of Business Adminstration
The University of North Dakota 1993 — 1997
BA, Accounting
Mary Glotzbach's Piper Jaffray Experience June 2008 - July 2012
Job Senior Finance Professional
Industry Financial Services
Experience
Open April 2015 - Present
Multiband Corporation November 2012 - March 2015
Piper Jaffray June 2008 - July 2012
Residential Capital, LLC (GMAC) October 2006 - June 2008
American Investors Group, Inc. August 2002 - October 2006
Resources Global Professionals (Resources Connection) April 2000 - June 2002
Conseco Finance Corporation (Green Tree) April 1999 - January 2000
Cargill March 1995 - March 1999
Cargill September 1992 - February 1995
Bank of Boston June 1988 - August 1992
Skills
Financial Modeling, Strategic Financial..., Financial Statement..., Corporate FP&A, Managerial Finance, Financial Forecasting, Investor Relations..., Investment Banking, Investment Analysis, Due Diligence, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Business (Finance)
Open April 2015 - Present
Multiband Corporation November 2012 - March 2015
Piper Jaffray June 2008 - July 2012
Residential Capital, LLC (GMAC) October 2006 - June 2008
American Investors Group, Inc. August 2002 - October 2006
Resources Global Professionals (Resources Connection) April 2000 - June 2002
Conseco Finance Corporation (Green Tree) April 1999 - January 2000
Cargill March 1995 - March 1999
Cargill September 1992 - February 1995
Bank of Boston June 1988 - August 1992
Skills
Financial Modeling, Strategic Financial..., Financial Statement..., Corporate FP&A, Managerial Finance, Financial Forecasting, Investor Relations..., Investment Banking, Investment Analysis, Due Diligence, Financial Planning, Financial Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 1990 — 1991
Boston College - Carroll School of Management 1981 — 1985
B.S., Business (Finance)
Shawn D. Messner Shawn D. Messner's Piper Jaffray Experience October 2003 - December 2006
Job Head of Energy Investment Banking at Northland Capital Markets
Industry Financial Services
Experience
Northland Capital Markets January 2008 - Present
Delphi Financial January 2007 - December 2007
Piper Jaffray October 2003 - December 2006
Sherpa Partners 2002 - 2003
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
Augsburg College 1991 — 1993
BA, Finance
Northland Capital Markets January 2008 - Present
Delphi Financial January 2007 - December 2007
Piper Jaffray October 2003 - December 2006
Sherpa Partners 2002 - 2003
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
Augsburg College 1991 — 1993
BA, Finance
Lisa Newinski Lisa Newinski's Piper Jaffray Experience March 2000 - August 2006
Job Operations Manager at First Light Asset Management
Industry Financial Services
Experience
First Light Asset Management November 2013 - Present
DerivActiv August 2006 - May 2013
Piper Jaffray March 2000 - August 2006
Piper Jaffray July 1996 - March 2000
Skills
Communication, Resolve Issues, Mitigation Strategies, Business Process..., Problem Solving, Managerial Finance, Managerial Skills, Auditing, Financial Services, Financial Audits, Public Financial..., Operations Management, Security Operations, Bonds, Derivatives, Fixed Income, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Capital Markets, Investment Banking, Management, Risk Management, Financial Analysis, Securities, Credit Risk, Asset Management
Education
Bethel University 2004 — 2006
BS, Business Mangement
First Light Asset Management November 2013 - Present
DerivActiv August 2006 - May 2013
Piper Jaffray March 2000 - August 2006
Piper Jaffray July 1996 - March 2000
Skills
Communication, Resolve Issues, Mitigation Strategies, Business Process..., Problem Solving, Managerial Finance, Managerial Skills, Auditing, Financial Services, Financial Audits, Public Financial..., Operations Management, Security Operations, Bonds, Derivatives, Fixed Income, Financial Modeling, Corporate Finance, Valuation, Bloomberg, Capital Markets, Investment Banking, Management, Risk Management, Financial Analysis, Securities, Credit Risk, Asset Management
Education
Bethel University 2004 — 2006
BS, Business Mangement
Cindy Pfingsten Cindy Pfingsten's Piper Jaffray Experience October 1999 - June 2000
Job Communicator, Writer, Storyteller
Industry Writing and Editing
Experience
Freelancer 2000 - Present
Bethel University July 2000 - May 2015
Piper Jaffray October 1999 - June 2000
Skills
Event Planning, Newsletters, Nonprofits, Public Speaking, Higher Education, News Writing, Volunteer Management, Magazine Writing, Program Development, Teaching, Social Media, Community Outreach, Leadership Development, Staff Development, Research, Leadership, Editing
Education
Bethel University
Master’s Degree, Communication
Northwestern College
Bachelor’s Degree, English Literature and Writing
Freelancer 2000 - Present
Bethel University July 2000 - May 2015
Piper Jaffray October 1999 - June 2000
Skills
Event Planning, Newsletters, Nonprofits, Public Speaking, Higher Education, News Writing, Volunteer Management, Magazine Writing, Program Development, Teaching, Social Media, Community Outreach, Leadership Development, Staff Development, Research, Leadership, Editing
Education
Bethel University
Master’s Degree, Communication
Northwestern College
Bachelor’s Degree, English Literature and Writing
Maria Phillips Maria Phillips's Piper Jaffray Experience February 1999 - November 2000
Job Business Analyst at Delta Air Lines, IT Project Management Office
Industry Information Technology and Services
Experience
Delta Air Lines March 2011 - Present
Fulcrum Consulting April 2010 - February 2011
Blue Cross Blue Shield of Minnesota October 2008 - September 2009
Blue Cross Blue Shield of Minnesota June 2006 - October 2008
Ameriprise Financial Services, Inc. November 2004 - June 2006
Trammell Crow Company May 2003 - November 2004
Carl Zeiss IMT Corp November 2000 - November 2002
Piper Jaffray February 1999 - November 2000
Skills
Microsoft Office, Dreamweaver, Access, MS Project, PMO, Event Planning, Presentation Development, Desktop Publishing, Project Portfolio..., Quality Center, SharePoint Designer, Visio, Project Management, Data Analysis, Process Improvement, Business Process...
Education
Augsburg College 1989 — 2009
BA Business Administration, International Business
Delta Air Lines March 2011 - Present
Fulcrum Consulting April 2010 - February 2011
Blue Cross Blue Shield of Minnesota October 2008 - September 2009
Blue Cross Blue Shield of Minnesota June 2006 - October 2008
Ameriprise Financial Services, Inc. November 2004 - June 2006
Trammell Crow Company May 2003 - November 2004
Carl Zeiss IMT Corp November 2000 - November 2002
Piper Jaffray February 1999 - November 2000
Skills
Microsoft Office, Dreamweaver, Access, MS Project, PMO, Event Planning, Presentation Development, Desktop Publishing, Project Portfolio..., Quality Center, SharePoint Designer, Visio, Project Management, Data Analysis, Process Improvement, Business Process...
Education
Augsburg College 1989 — 2009
BA Business Administration, International Business
Denis Terpanov's Piper Jaffray Experience July 2013 - June 2014
Job MBA Candidate, Class of 2016 at Cambridge Judge Business School
Industry Financial Services
Experience
JoDeOl June 2014 - August 2015
Piper Jaffray July 2013 - June 2014
Edgeview Partners (acquired by Piper Jaffray) June 2012 - July 2013
Houlihan Lokey May 2011 - August 2011
Harris Williams & Co. May 2011 - May 2011
Skills
Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, Factiva, Financial Modeling, Valuation, Industry Analysis, Due Diligence, Private Equity, Teamwork, M&A experience, Pitch Work, Equity Research, Competitive Analysis, Entrepreneurship, LBO, Finance, Investment Banking, Mergers & Acquisitions, DCF, Corporate Finance, Leveraged Finance, Emerging Markets, Financial Analysis
Education
Cambridge Judge Business School 2015 — 2016
Master of Business Administration (MBA)
University of Virginia 2010 — 2012
B.S, Commerce
Northern Virginia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Bulgarian University 2005 — 2007
Arabic Language and Literature
Damascus University 2005 — 2005
Arabic Language Center Program, Arabic Language and Literature
Sofia University St. Kliment Ohridski 2002 — 2005
Arabic Studies
JoDeOl June 2014 - August 2015
Piper Jaffray July 2013 - June 2014
Edgeview Partners (acquired by Piper Jaffray) June 2012 - July 2013
Houlihan Lokey May 2011 - August 2011
Harris Williams & Co. May 2011 - May 2011
Skills
Bloomberg Terminal, Capital IQ, Thomson One, Microsoft Office, Factiva, Financial Modeling, Valuation, Industry Analysis, Due Diligence, Private Equity, Teamwork, M&A experience, Pitch Work, Equity Research, Competitive Analysis, Entrepreneurship, LBO, Finance, Investment Banking, Mergers & Acquisitions, DCF, Corporate Finance, Leveraged Finance, Emerging Markets, Financial Analysis
Education
Cambridge Judge Business School 2015 — 2016
Master of Business Administration (MBA)
University of Virginia 2010 — 2012
B.S, Commerce
Northern Virginia Community College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General
New Bulgarian University 2005 — 2007
Arabic Language and Literature
Damascus University 2005 — 2005
Arabic Language Center Program, Arabic Language and Literature
Sofia University St. Kliment Ohridski 2002 — 2005
Arabic Studies
Dean Edwin Johnson Dean Edwin Johnson's Piper Jaffray Experience May 2001 - July 2006
Job Senior Vice President – Financial Advisor, Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2006 - Present
Piper Jaffray May 2001 - July 2006
Handtossed Productions August 1995 - April 2001
Katun Corporation May 1988 - August 1995
Education
University of Minnesota-Duluth 1982 — 1987
Bachelor's Degree, Double Major: English Language: Literature/Letters and Philosophy: Eastern Religions
Arizona State University 1985 — 1986
Architecture and Design
RBC Wealth Management July 2006 - Present
Piper Jaffray May 2001 - July 2006
Handtossed Productions August 1995 - April 2001
Katun Corporation May 1988 - August 1995
Education
University of Minnesota-Duluth 1982 — 1987
Bachelor's Degree, Double Major: English Language: Literature/Letters and Philosophy: Eastern Religions
Arizona State University 1985 — 1986
Architecture and Design
Hitesh Mulani's Piper Jaffray Experience May 2012 - August 2012
Job Senior Manager, Corporate Development
Industry Information Technology and Services
Experience
Accela August 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Deloitte January 2013 - April 2013
Piper Jaffray May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Time Management, Business Valuation, LBO, Alternative Investments, Equity Valuation, Financial Markets, Emerging Markets, M&A experience, IPO, Corporate Development, Credit Analysis, Leveraged Finance
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Graduated Magna Cum Laude GPA 3.82
Francis Lewis High School
Advanced Regents Diploma with Honors
Accela August 2015 - Present
Stifel Financial Corp. July 2013 - June 2015
Deloitte January 2013 - April 2013
Piper Jaffray May 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
Time Management, Business Valuation, LBO, Alternative Investments, Equity Valuation, Financial Markets, Emerging Markets, M&A experience, IPO, Corporate Development, Credit Analysis, Leveraged Finance
Education
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance and Investments, Graduated Magna Cum Laude GPA 3.82
Francis Lewis High School
Advanced Regents Diploma with Honors
Blake Chapman's Piper Jaffray Experience May 2012 - August 2012
Job Audit Associate at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers August 2014 - Present
PricewaterhouseCoopers June 2013 - August 2014
Piper Jaffray May 2012 - August 2012
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelors of Science, Accounting and Finance
PricewaterhouseCoopers August 2014 - Present
PricewaterhouseCoopers June 2013 - August 2014
Piper Jaffray May 2012 - August 2012
Education
Boston College - Wallace E. Carroll Graduate School of Management 2010 — 2014
Bachelors of Science, Accounting and Finance
Eric Dore's Piper Jaffray Experience June 2011 - August 2011
Job Senior Consultant Transaction Advisory Services Working Capital Advisory at EY
Industry Financial Services
Experience
EY May 2015 - Present
CNBC February 2014 - April 2015
GE October 2011 - January 2014
Piper Jaffray June 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Copics, Oracle, Bloomberg, Hyperion Interactive..., Cognos, ADI, Highly detail oriented, Collaboration, Financial Analysis, Strategic Financial..., Strategy, Financial Planning
Education
Bentley University 2008 — 2011
Bachelor of Science (BS), Economics and Finance
Williston Northampton Prep School 2006 — 2008
EY May 2015 - Present
CNBC February 2014 - April 2015
GE October 2011 - January 2014
Piper Jaffray June 2011 - August 2011
BNY Mellon June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Copics, Oracle, Bloomberg, Hyperion Interactive..., Cognos, ADI, Highly detail oriented, Collaboration, Financial Analysis, Strategic Financial..., Strategy, Financial Planning
Education
Bentley University 2008 — 2011
Bachelor of Science (BS), Economics and Finance
Williston Northampton Prep School 2006 — 2008
Jill Haring's Piper Jaffray Experience March 2011 - Present
Job Preferreds, Hybrids, Cap Securities Dealer Sales
Industry Financial Services
Experience
Piper Jaffray March 2011 - Present
Merrill Lynch March 2005 - June 2009
Skills
Emerging Markets, Series 7, Derivatives, Series 63, Bonds, Fixed Income, Bloomberg, Sales, Equities, Trading, Securities, Financial Markets, Electronic Trading, Options, Capital Markets, Structured Products
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
Piper Jaffray March 2011 - Present
Merrill Lynch March 2005 - June 2009
Skills
Emerging Markets, Series 7, Derivatives, Series 63, Bonds, Fixed Income, Bloomberg, Sales, Equities, Trading, Securities, Financial Markets, Electronic Trading, Options, Capital Markets, Structured Products
Education
Baruch College, City University of New York (CUNY) 1998 — 2001
Patricia Jen Patricia Jen's Piper Jaffray Experience August 2014 - Present
Job Deal Processor/ Executive Assistant for Mergers and Acquistions
Industry Executive Office
Experience
Piper Jaffray August 2014 - Present
Bank of America April 2012 - November 2013
Bank of America October 2010 - April 2012
Bank of America June 2010 - September 2010
Parker Domnick Hunter 2008 - 2009
Skills
Portfolio Management, Risk Management, Consumer Lending, Customer Service, Commercial Lending, Cross Selling, CRM
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Creative Arts, Visual Arts, 3.5
Appalachian State University 1987 — 1989
Printing Production Management, Graphic Design, 3.25
Piper Jaffray August 2014 - Present
Bank of America April 2012 - November 2013
Bank of America October 2010 - April 2012
Bank of America June 2010 - September 2010
Parker Domnick Hunter 2008 - 2009
Skills
Portfolio Management, Risk Management, Consumer Lending, Customer Service, Commercial Lending, Cross Selling, CRM
Education
University of North Carolina at Charlotte 1995 — 1997
Bachelor of Creative Arts, Visual Arts, 3.5
Appalachian State University 1987 — 1989
Printing Production Management, Graphic Design, 3.25
Kris Whitman Kris Whitman's Piper Jaffray Experience January 1988 - November 2002
Job Financial Planning Assistant at Strategic Wealth
Industry Financial Services
Experience
Investment Centers of America February 2013 - Present
Strategic Wealth 2013 - Present
AIS Planning September 2007 - January 2010
Aflac 2004 - 2007
National Mutual Benefit 2002 - 2004
Piper Jaffray January 1988 - November 2002
Skills
Mutual Funds, Investments, Retirement, Investment Advisory, Securities, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning
Education
Bismarck State College
St. Cloud State University
Investment Centers of America February 2013 - Present
Strategic Wealth 2013 - Present
AIS Planning September 2007 - January 2010
Aflac 2004 - 2007
National Mutual Benefit 2002 - 2004
Piper Jaffray January 1988 - November 2002
Skills
Mutual Funds, Investments, Retirement, Investment Advisory, Securities, Fixed Annuities, Wealth Management, Strategic Financial..., Retirement Planning
Education
Bismarck State College
St. Cloud State University
Neal Kohl Neal Kohl's Piper Jaffray Experience 2001 - 2004
Job Director Innovation and New Technology at Dell
Industry Computer Networking
Experience
Dell 2013 - Present
Dell July 2010 - 2013
Deloitte Consulting 2006 - 2009
Piper Jaffray 2001 - 2004
ING 2000 - 2001
Lucent Technologies 1998 - 2000
Skills
Business Strategy, Project Management, Strategy, Business Analysis, Financial Analysis, Leadership, Cloud Computing, Management, New Business Development, Management Consulting, Market Analysis, Entrepreneurship, Business Development, Process Improvement, Product Management, Forecasting, Start-ups, Market Research, Social Media, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MBA
Babson College 1998 — 2000
MS
Washington and Lee University 1994 — 1998
BS
Dell 2013 - Present
Dell July 2010 - 2013
Deloitte Consulting 2006 - 2009
Piper Jaffray 2001 - 2004
ING 2000 - 2001
Lucent Technologies 1998 - 2000
Skills
Business Strategy, Project Management, Strategy, Business Analysis, Financial Analysis, Leadership, Cloud Computing, Management, New Business Development, Management Consulting, Market Analysis, Entrepreneurship, Business Development, Process Improvement, Product Management, Forecasting, Start-ups, Market Research, Social Media, Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2006
MBA
Babson College 1998 — 2000
MS
Washington and Lee University 1994 — 1998
BS
Mathew McDanold Mathew McDanold's Piper Jaffray Experience April 2015 - Present
Job Network and Voice Manager at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2015 - Present
Piper Jaffray June 2014 - April 2015
Piper Jaffray July 2013 - June 2014
Seattle-Northwest Sec. Corp. December 1993 - July 2013
Skills
Enterprise Software, Cisco IOS, Disaster Recovery, Networking, Network Architecture, Data Center, System Deployment, Microsoft Exchange, VPN, Firewalls, SAN, Storage Area Networks, High Availability, Virtualization, Active Directory, Network Engineering, Microsoft Technologies, SharePoint, Network Design, Storage, Business Continuity, Information Security, Juniper, Windows Server, Watchguard, Network Security, VMware, Cisco Technologies, DNS, Routing, Wireless Networking, Security, Switches, WAN, Routers, HP, IT Strategy, MPLS, Windows 7, ShoreTel, Vendor Management
Education
Shoreline Community College 1993 — 1997
Computer Science
Bellevue College 1991 — 1993
Computer Science
Piper Jaffray April 2015 - Present
Piper Jaffray June 2014 - April 2015
Piper Jaffray July 2013 - June 2014
Seattle-Northwest Sec. Corp. December 1993 - July 2013
Skills
Enterprise Software, Cisco IOS, Disaster Recovery, Networking, Network Architecture, Data Center, System Deployment, Microsoft Exchange, VPN, Firewalls, SAN, Storage Area Networks, High Availability, Virtualization, Active Directory, Network Engineering, Microsoft Technologies, SharePoint, Network Design, Storage, Business Continuity, Information Security, Juniper, Windows Server, Watchguard, Network Security, VMware, Cisco Technologies, DNS, Routing, Wireless Networking, Security, Switches, WAN, Routers, HP, IT Strategy, MPLS, Windows 7, ShoreTel, Vendor Management
Education
Shoreline Community College 1993 — 1997
Computer Science
Bellevue College 1991 — 1993
Computer Science
Erica Bugenhagen's Piper Jaffray Experience April 2005 - June 2007
Job Special Education Teacher
Industry Primary/Secondary Education
Experience
Arete Academy of Exceptional Education August 2014 - Present
Eastern Carver County Schools District 112 November 2014 - Present
Stella & Dot October 2012 - Present
Groves Academy August 2011 - August 2014
Melrose-Mindoro School District, School District of Black River Falls October 2010 - August 2011
University of Minnesota November 2007 - September 2010
Piper Jaffray April 2005 - June 2007
Edina School District August 2004 - April 2005
Skills
Public Speaking, Non-profits, Microsoft Office, Customer Service, Fundraising, Teaching, Research, Microsoft Word, PowerPoint, Community Outreach, Volunteer Management, Program Development, Curriculum Design, Nonprofits, Curriculum Development, Leadership Development, Microsoft Excel, Editing, Tutoring, Higher Education, Event Management, Staff Development, Grant Writing, Social Media, Classroom, Student Affairs, Adult Education, Coaching, Leadership, Social Networking, Time Management, Youth Development, Data Analysis, Strategic Planning, Training, Program Evaluation, Blogging, Newsletters, Creative Writing, Critical Thinking, Public Relations, Academic Advising, Community Development
Education
Bethel University 2012 — 2013
Autism Licensure, Autism
Bethel University 2011 — 2013
M.A., Special Education - Learning Disabilities
University of Minnesota-Twin Cities 1998 — 2004
B.A., History, English, Scientific and Technical Communication
Arete Academy of Exceptional Education August 2014 - Present
Eastern Carver County Schools District 112 November 2014 - Present
Stella & Dot October 2012 - Present
Groves Academy August 2011 - August 2014
Melrose-Mindoro School District, School District of Black River Falls October 2010 - August 2011
University of Minnesota November 2007 - September 2010
Piper Jaffray April 2005 - June 2007
Edina School District August 2004 - April 2005
Skills
Public Speaking, Non-profits, Microsoft Office, Customer Service, Fundraising, Teaching, Research, Microsoft Word, PowerPoint, Community Outreach, Volunteer Management, Program Development, Curriculum Design, Nonprofits, Curriculum Development, Leadership Development, Microsoft Excel, Editing, Tutoring, Higher Education, Event Management, Staff Development, Grant Writing, Social Media, Classroom, Student Affairs, Adult Education, Coaching, Leadership, Social Networking, Time Management, Youth Development, Data Analysis, Strategic Planning, Training, Program Evaluation, Blogging, Newsletters, Creative Writing, Critical Thinking, Public Relations, Academic Advising, Community Development
Education
Bethel University 2012 — 2013
Autism Licensure, Autism
Bethel University 2011 — 2013
M.A., Special Education - Learning Disabilities
University of Minnesota-Twin Cities 1998 — 2004
B.A., History, English, Scientific and Technical Communication
Leonard Sheer's Piper Jaffray Experience February 2015 - Present
Job Managing Director, Global Head of Debt Capital Markets at Piper Jaffray
Industry Banking
Experience
Piper Jaffray February 2015 - Present
Cowen and Company June 2010 - February 2015
Gleacher & Company April 2009 - May 2010
Pardus Capital June 2007 - March 2009
Lehman Brothers January 2006 - June 2007
BNY Mellon January 2000 - December 2005
Fieldstone Private Capital Group Ltd 1996 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Private Equity, Valuation, Management
Education
Babson College 1992 — 1996
Warwick Veterans Memorial High School
Piper Jaffray February 2015 - Present
Cowen and Company June 2010 - February 2015
Gleacher & Company April 2009 - May 2010
Pardus Capital June 2007 - March 2009
Lehman Brothers January 2006 - June 2007
BNY Mellon January 2000 - December 2005
Fieldstone Private Capital Group Ltd 1996 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Private Equity, Valuation, Management
Education
Babson College 1992 — 1996
Warwick Veterans Memorial High School
Brad Audrain Brad Audrain's Piper Jaffray Experience November 2002 - November 2004
Job Program Coordinator at Healthy LifeStars
Industry Real Estate
Experience
HomeSmart April 2013 - Present
Keller Williams May 2007 - March 2012
USAA November 2004 - March 2007
Piper Jaffray November 2002 - November 2004
Vanguard November 1999 - September 2002
Skills
First Time Home Buyers, Mortgage Lending, Real Estate Transactions, Short Sales, Investment Properties, Investments, Brokerage, Selling, Foreclosures, Referrals, Financial Analysis, Negotiation, Contract Negotiation, FHA, Sellers, FHA financing, Single Family Homes, Residential Homes, Asset Managment
Education
Arizona State University 1991 — 1995
Bachelor of Science, Environmental Resource MNGT and Agribusiness
HomeSmart April 2013 - Present
Keller Williams May 2007 - March 2012
USAA November 2004 - March 2007
Piper Jaffray November 2002 - November 2004
Vanguard November 1999 - September 2002
Skills
First Time Home Buyers, Mortgage Lending, Real Estate Transactions, Short Sales, Investment Properties, Investments, Brokerage, Selling, Foreclosures, Referrals, Financial Analysis, Negotiation, Contract Negotiation, FHA, Sellers, FHA financing, Single Family Homes, Residential Homes, Asset Managment
Education
Arizona State University 1991 — 1995
Bachelor of Science, Environmental Resource MNGT and Agribusiness
Alana Zimmerman Alana Zimmerman's Piper Jaffray Experience
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray
Skills
Fixed Income, Bloomberg, Securities, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor's degree, Marketing
New York University
Master of Business Administration (MBA), Finance and Financial Management Services
Piper Jaffray
Skills
Fixed Income, Bloomberg, Securities, Series 7
Education
Boston College - Wallace E. Carroll Graduate School of Management
Bachelor's degree, Marketing
New York University
Master of Business Administration (MBA), Finance and Financial Management Services
Allen Weintraub Allen Weintraub's Piper Jaffray Experience 2001 - 2004
Job Precision Advisors Group Managing Member
Industry Financial Services
Experience
Precision Advisors Group 2004 - Present
Landmarc Capital and Investment June 2007 - August 2008
Piper Jaffray 2001 - 2004
Principal Financial Securities 1998 - 2001
Paine Webber 1994 - 1998
Prudential Securities 1991 - 1994
Merrill Lynch 1987 - 1991
Skills
Private Equity, Alternative Investments, Real Estate, Financial Analysis, Investments, Venture Capital, Business Strategy, New Business Development, Fundraising, Investment Banking, Management Consulting, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital, Start-ups, Commercial Real Estate, Executive Management, Investment Management, Finance, Capital Markets, Funding, Asset Allocation, Mutual Funds, Asset Management, Investor Relations, Financial Advisory, Investment Strategies, Due Diligence, Financial Structuring, Portfolio Management, Hedge Funds, Valuation, Equities, Strategic Financial..., Emerging Markets, Securities, Structured Finance, IPO, Investment Advisory, Institutional..., Bonds, Equity Research, Trading, Series 7, ETFs, Financial Services, Financial Planning, Financial Modeling
Education
Arizona State University, W. P. Carey School of Business 1983 — 1985
BS, Finance
Hong Kong International School 1977 — 1980
HS Diploma, General
Precision Advisors Group 2004 - Present
Landmarc Capital and Investment June 2007 - August 2008
Piper Jaffray 2001 - 2004
Principal Financial Securities 1998 - 2001
Paine Webber 1994 - 1998
Prudential Securities 1991 - 1994
Merrill Lynch 1987 - 1991
Skills
Private Equity, Alternative Investments, Real Estate, Financial Analysis, Investments, Venture Capital, Business Strategy, New Business Development, Fundraising, Investment Banking, Management Consulting, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Capital, Start-ups, Commercial Real Estate, Executive Management, Investment Management, Finance, Capital Markets, Funding, Asset Allocation, Mutual Funds, Asset Management, Investor Relations, Financial Advisory, Investment Strategies, Due Diligence, Financial Structuring, Portfolio Management, Hedge Funds, Valuation, Equities, Strategic Financial..., Emerging Markets, Securities, Structured Finance, IPO, Investment Advisory, Institutional..., Bonds, Equity Research, Trading, Series 7, ETFs, Financial Services, Financial Planning, Financial Modeling
Education
Arizona State University, W. P. Carey School of Business 1983 — 1985
BS, Finance
Hong Kong International School 1977 — 1980
HS Diploma, General
Aaron Spychalla, CFA Aaron Spychalla, CFA's Piper Jaffray Experience 2005 - 2006
Job Research Analyst at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group April 2011 - Present
Jeffrey Slocum & Associates January 2007 - April 2011
Thomson Reuters 2006 - 2006
Piper Jaffray 2005 - 2006
Skills
Equity Research, Wealth Management, Financial Modeling, Equities, Valuation, Series 63, Investments, Asset Management, Hedge Funds
Education
Augsburg College 2002 — 2005
Bachelor, Finance and Accounting
Craig-Hallum Capital Group April 2011 - Present
Jeffrey Slocum & Associates January 2007 - April 2011
Thomson Reuters 2006 - 2006
Piper Jaffray 2005 - 2006
Skills
Equity Research, Wealth Management, Financial Modeling, Equities, Valuation, Series 63, Investments, Asset Management, Hedge Funds
Education
Augsburg College 2002 — 2005
Bachelor, Finance and Accounting
Richard Troyer Richard Troyer's Piper Jaffray Experience 2000 - 2002
Job Chief Business Officer at Coskata
Industry Biotechnology
Experience
Coskata July 2011 - Present
The Blackstone Group 2008 - June 2011
AllianceBernstein 2005 - 2008
Credit Suisse First Boston 2002 - 2005
Piper Jaffray 2000 - 2002
Marakon 1998 - 1999
Ernst & Young 1993 - 1996
Skills
Business Development, Business Strategy, Corporate Development, Due Diligence, Market Research, Corporate Communications, Financial Modeling, Valuation, Private Equity, Public Speaking, Start-ups, Financial Analysis, Corporate Finance, Capital Markets, Equities, IPO, Investments, Strategy, Strategic Planning, Venture Capital, Investment Strategies, Finance, Media Relations, Investor Relations, Public Relations, Equity Research, Alternative Investments, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Marketing
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Accounting
Coskata July 2011 - Present
The Blackstone Group 2008 - June 2011
AllianceBernstein 2005 - 2008
Credit Suisse First Boston 2002 - 2005
Piper Jaffray 2000 - 2002
Marakon 1998 - 1999
Ernst & Young 1993 - 1996
Skills
Business Development, Business Strategy, Corporate Development, Due Diligence, Market Research, Corporate Communications, Financial Modeling, Valuation, Private Equity, Public Speaking, Start-ups, Financial Analysis, Corporate Finance, Capital Markets, Equities, IPO, Investments, Strategy, Strategic Planning, Venture Capital, Investment Strategies, Finance, Media Relations, Investor Relations, Public Relations, Equity Research, Alternative Investments, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance and Marketing
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Accounting
Max Kardon's Piper Jaffray Experience June 2014 - August 2014
Job Associate at ParthenonEY
Industry Management Consulting
Experience
Parthenon-EY September 2015 - Present
Piper Jaffray June 2014 - August 2014
3K Limited Partnership August 2013 - August 2013
Constant Contact May 2012 - August 2012
Skills
Corporate Finance, Accounting, Corporate Strategy..., Financial Modeling, Spreadsheets, Marketing, Microsoft Excel
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge
Weston High School 2007 — 2011
Parthenon-EY September 2015 - Present
Piper Jaffray June 2014 - August 2014
3K Limited Partnership August 2013 - August 2013
Constant Contact May 2012 - August 2012
Skills
Corporate Finance, Accounting, Corporate Strategy..., Financial Modeling, Spreadsheets, Marketing, Microsoft Excel
Education
Amherst College 2011 — 2015
Bachelor of Arts (B.A.), History
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge
Weston High School 2007 — 2011
Kathy O'Dowd's Piper Jaffray Experience February 1992 - December 1995
Job Retired
Industry Financial Services
Experience
Retired!!!! July 2014 - Present
The Planned Approach September 2006 - July 2014
Murray Financial Services January 1997 - September 2006
RBC Dain Rauscher January 1996 - December 1996
Piper Jaffray February 1992 - December 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planners, Mutual Funds
Education
Institute for Divorce Financial Analysts 2007 — 2008
CDFA(TM), The Finances of Divorce
Baker University 1971 — 1974
Bachelors Degree of Arts & Sciences, Major in Art, Minor in Psychology
Shawnee Mission North 1967 — 1969
Bishop Miege 1965 — 1967
Retired!!!! July 2014 - Present
The Planned Approach September 2006 - July 2014
Murray Financial Services January 1997 - September 2006
RBC Dain Rauscher January 1996 - December 1996
Piper Jaffray February 1992 - December 1995
Skills
Estate Planning, Investments, Retirement Planning, Retirement, Wealth Management, Strategic Financial..., Financial Advisory, Financial Planners, Mutual Funds
Education
Institute for Divorce Financial Analysts 2007 — 2008
CDFA(TM), The Finances of Divorce
Baker University 1971 — 1974
Bachelors Degree of Arts & Sciences, Major in Art, Minor in Psychology
Shawnee Mission North 1967 — 1969
Bishop Miege 1965 — 1967
Nate Engle, MBA Nate Engle, MBA's Piper Jaffray Experience October 2007 - March 2011
Job Controller at St. Olaf College
Industry Higher Education
Experience
St. Olaf College August 2014 - Present
Augsburg College October 2013 - August 2014
Augsburg College March 2011 - October 2013
Piper Jaffray October 2007 - March 2011
Camp Nebagamon May 2004 - September 2007
Deloitte September 2002 - May 2004
Skills
Accounting, Auditing, Financial Reporting, General Ledger, Internal Controls, Account Reconciliation, Financial Analysis, Process Improvement, Financial Statements, Financial Accounting, Analysis, Microsoft Excel, Fixed Assets, Microsoft Office, Forecasting, Accounts Receivable, Management, Non-profits, Higher Education, Nonprofits
Education
Augsburg College 2013 — 2014
Master of Business Administration (M.B.A.)
Iowa State University 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Duluth East High School 1995 — 1998
High School Diploma
St. Olaf College August 2014 - Present
Augsburg College October 2013 - August 2014
Augsburg College March 2011 - October 2013
Piper Jaffray October 2007 - March 2011
Camp Nebagamon May 2004 - September 2007
Deloitte September 2002 - May 2004
Skills
Accounting, Auditing, Financial Reporting, General Ledger, Internal Controls, Account Reconciliation, Financial Analysis, Process Improvement, Financial Statements, Financial Accounting, Analysis, Microsoft Excel, Fixed Assets, Microsoft Office, Forecasting, Accounts Receivable, Management, Non-profits, Higher Education, Nonprofits
Education
Augsburg College 2013 — 2014
Master of Business Administration (M.B.A.)
Iowa State University 1998 — 2002
Bachelor of Science (B.S.), Accounting and Finance
Duluth East High School 1995 — 1998
High School Diploma
Gil Shulman's Piper Jaffray Experience June 2008 - January 2009
Job
Industry Internet
Experience
Amazon September 2014 - Present
Wingman (Formerly ProductStructure) August 2012 - July 2014
China Renaissance March 2010 - April 2012
China Global Mining Resources IPO Project June 2009 - January 2010
Piper Jaffray June 2008 - January 2009
Kaupthing Singer and Friedlander July 2007 - August 2007
Turner Broadcasting Systems May 2007 - June 2007
Amobee April 2005 - June 2006
Hotbar.com March 2000 - April 2005
NESS TECHNOLOGIES (NASDAQ: NSTC) – formerly Winsite-Ipex March 1998 - March 2000
Skills
Mandarin, Product Management, Investment Banking, Corporate Finance, Valuation, Programming, Entrepreneurship, Software Development, Modeling, Leadership, Venture Capital, German, Hebrew, Strategy, Analytics, Mergers & Acquisitions, Online Advertising, Advertising, Business Development, Mobile Devices, E-commerce, Financial Analysis, Start-ups, Corporate Development, Management, Investments, Cloud Computing, Finance, Strategic Partnerships, Market Analysis, Business Strategy, Due Diligence, Marketing, Competitive Analysis, Strategic Planning, Mobile Advertising, Management Consulting, Financial Modeling, Executive Management, Emerging Markets, M&A experience, Angel Investing, IPO, Monetization, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Bar-Ilan University
BA
Amazon September 2014 - Present
Wingman (Formerly ProductStructure) August 2012 - July 2014
China Renaissance March 2010 - April 2012
China Global Mining Resources IPO Project June 2009 - January 2010
Piper Jaffray June 2008 - January 2009
Kaupthing Singer and Friedlander July 2007 - August 2007
Turner Broadcasting Systems May 2007 - June 2007
Amobee April 2005 - June 2006
Hotbar.com March 2000 - April 2005
NESS TECHNOLOGIES (NASDAQ: NSTC) – formerly Winsite-Ipex March 1998 - March 2000
Skills
Mandarin, Product Management, Investment Banking, Corporate Finance, Valuation, Programming, Entrepreneurship, Software Development, Modeling, Leadership, Venture Capital, German, Hebrew, Strategy, Analytics, Mergers & Acquisitions, Online Advertising, Advertising, Business Development, Mobile Devices, E-commerce, Financial Analysis, Start-ups, Corporate Development, Management, Investments, Cloud Computing, Finance, Strategic Partnerships, Market Analysis, Business Strategy, Due Diligence, Marketing, Competitive Analysis, Strategic Planning, Mobile Advertising, Management Consulting, Financial Modeling, Executive Management, Emerging Markets, M&A experience, Angel Investing, IPO, Monetization, LBO
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA
Bar-Ilan University
BA
Ahmar Zaman's Piper Jaffray Experience June 2010 - January 2013
Job Managing Director: Industrials & Technology Investment Banking at FBR
Industry Renewables & Environment
Experience
FBR May 2015 - Present
StormHarbour Securities September 2013 - May 2015
Technical Consumer Products March 2013 - September 2013
Piper Jaffray June 2010 - January 2013
UBS Investment Bank November 2006 - June 2010
Intel Corporation February 1999 - November 2006
Skills
Solar Energy, Wind, Biofuels, Storage, Financial Modeling, Valuation, Investment Banking, Cleantech, Corporate Development, Corporate Finance, Equities, Mergers, Venture Capital, Due Diligence, Project Finance, Capital Markets, Emerging Markets, Private Equity, Renewable Energy, Financial Analysis, Mergers & Acquisitions, Strategy, IPO, Business Strategy, Bloomberg, Finance, Equity Research, Management, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Entrepreneurship
Arizona State University 1997 — 1998
Bachelor of Science
FBR May 2015 - Present
StormHarbour Securities September 2013 - May 2015
Technical Consumer Products March 2013 - September 2013
Piper Jaffray June 2010 - January 2013
UBS Investment Bank November 2006 - June 2010
Intel Corporation February 1999 - November 2006
Skills
Solar Energy, Wind, Biofuels, Storage, Financial Modeling, Valuation, Investment Banking, Cleantech, Corporate Development, Corporate Finance, Equities, Mergers, Venture Capital, Due Diligence, Project Finance, Capital Markets, Emerging Markets, Private Equity, Renewable Energy, Financial Analysis, Mergers & Acquisitions, Strategy, IPO, Business Strategy, Bloomberg, Finance, Equity Research, Management, Competitive Analysis
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2005
MBA, Entrepreneurship
Arizona State University 1997 — 1998
Bachelor of Science
Logan Mckenzie's Piper Jaffray Experience June 2006 - August 2012
Job Senior Vice President at CoBiz Financial Inc.
Industry Banking
Experience
CoBiz Financial Inc. July 2015 - Present
CoBiz Financial Inc. May 2014 - July 2015
Western Alliance Bancorporation August 2012 - April 2014
Piper Jaffray June 2006 - August 2012
Morgan Stanley September 2000 - August 2004
Skills
Financial Modeling, Portfolio Management, Bonds, Investments, Securities, Credit, Loans, Equities, Bloomberg, Financial Structuring, Mutual Funds, Trading, Wealth Management, Finance, Risk Management, Asset Management, Private Equity, Derivatives, Structured Finance, Municipal Bonds, Public Finance, Tax-exempt
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management & Markets
University of Arizona, Eller College of Management
B.S., Finance
CoBiz Financial Inc. July 2015 - Present
CoBiz Financial Inc. May 2014 - July 2015
Western Alliance Bancorporation August 2012 - April 2014
Piper Jaffray June 2006 - August 2012
Morgan Stanley September 2000 - August 2004
Skills
Financial Modeling, Portfolio Management, Bonds, Investments, Securities, Credit, Loans, Equities, Bloomberg, Financial Structuring, Mutual Funds, Trading, Wealth Management, Finance, Risk Management, Asset Management, Private Equity, Derivatives, Structured Finance, Municipal Bonds, Public Finance, Tax-exempt
Education
Arizona State University, W. P. Carey School of Business
MBA, Financial Management & Markets
University of Arizona, Eller College of Management
B.S., Finance
Daniel Hatten's Piper Jaffray Experience May 2007 - August 2007
Job Residential Finance & Investments at Crescent Communities
Industry Real Estate
Experience
Crescent Communities, LLC August 2014 - Present
Avere Equity Advisors LLC December 2010 - July 2014
Tenet Healthcare January 2010 - December 2010
Cowen and Company August 2008 - April 2009
Piper Jaffray May 2007 - August 2007
Education
Indiana University - Kelley School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Baylor University 2001 — 2005
BA, Business Administration
Crescent Communities, LLC August 2014 - Present
Avere Equity Advisors LLC December 2010 - July 2014
Tenet Healthcare January 2010 - December 2010
Cowen and Company August 2008 - April 2009
Piper Jaffray May 2007 - August 2007
Education
Indiana University - Kelley School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Baylor University 2001 — 2005
BA, Business Administration
Jim Jansen's Piper Jaffray Experience June 2001 - February 2004
Job Senior Associate, RBC Capital Markets
Industry Capital Markets
Experience
RBC August 2015 - Present
RBC March 2012 - Present
- January 2010 - November 2012
genesis school sales inc. August 2008 - January 2010
QSP February 2004 - June 2005
Piper Jaffray June 2001 - February 2004
Skills
Series 7, Credit Analysis, Regulatory Compliance, Financial Analysis, Customer Service, Account Management, New Business Development, Marketing, Team Building, Microsoft Office, Finance
Education
Augsburg College 1996 — 2001
Bachelor of Arts, Organizational Communications
RBC August 2015 - Present
RBC March 2012 - Present
- January 2010 - November 2012
genesis school sales inc. August 2008 - January 2010
QSP February 2004 - June 2005
Piper Jaffray June 2001 - February 2004
Skills
Series 7, Credit Analysis, Regulatory Compliance, Financial Analysis, Customer Service, Account Management, New Business Development, Marketing, Team Building, Microsoft Office, Finance
Education
Augsburg College 1996 — 2001
Bachelor of Arts, Organizational Communications
Elizabeth Jacob's Piper Jaffray Experience February 2006 - April 2009
Job Head of Strategic Transactions at Merck
Industry Pharmaceuticals
Experience
Merck September 2014 - Present
Pfizer April 2009 - August 2014
Piper Jaffray February 2006 - April 2009
Easton Associates, LLC 2002 - 2005
Skills
Strategy, Pharmaceutical Industry, Valuation, Financial Modeling, Business Strategy, Biotechnology, Cross-functional Team..., Management Consulting, Due Diligence, Lifesciences
Education
Yale University 2000 — 2002
Master's degree
Boston College 1996 — 2000
Merck September 2014 - Present
Pfizer April 2009 - August 2014
Piper Jaffray February 2006 - April 2009
Easton Associates, LLC 2002 - 2005
Skills
Strategy, Pharmaceutical Industry, Valuation, Financial Modeling, Business Strategy, Biotechnology, Cross-functional Team..., Management Consulting, Due Diligence, Lifesciences
Education
Yale University 2000 — 2002
Master's degree
Boston College 1996 — 2000
Elizabeth Bryan's Piper Jaffray Experience May 2003 - December 2005
Job Human Resources/Recruiting
Industry Human Resources
Experience
Piper Jaffray & Co. January 2006 - October 2008
Piper Jaffray May 2003 - December 2005
Piper Jaffray January 2001 - April 2003
Skills
Recruiting, Leadership, Human Resources, Interviews, Management, Software Documentation, Applicant Tracking..., Investments, Talent Management, Onboarding, Talent Acquisition
Education
Bethel University 1996 — 2000
BA, English Literature
Piper Jaffray & Co. January 2006 - October 2008
Piper Jaffray May 2003 - December 2005
Piper Jaffray January 2001 - April 2003
Skills
Recruiting, Leadership, Human Resources, Interviews, Management, Software Documentation, Applicant Tracking..., Investments, Talent Management, Onboarding, Talent Acquisition
Education
Bethel University 1996 — 2000
BA, English Literature
Ogieva Guobadia's Piper Jaffray Experience August 2014 - Present
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
BB&T Capital Markets May 2014 - August 2014
BB&T Capital Markets March 2011 - April 2014
Herbert J. Sims July 2006 - March 2011
Small Business Development Center - Clark University November 2004 - May 2006
Skills
Financial Modeling, Debt, Credit, Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Fixed Income, Financial Structuring, Valuation, Bonds, Analysis
Education
Clark University 2004 — 2006
MBA/MSF, Finance
Boston College 2000 — 2004
BA, Economics
Piper Jaffray August 2014 - Present
BB&T Capital Markets May 2014 - August 2014
BB&T Capital Markets March 2011 - April 2014
Herbert J. Sims July 2006 - March 2011
Small Business Development Center - Clark University November 2004 - May 2006
Skills
Financial Modeling, Debt, Credit, Financial Analysis, Credit Analysis, Capital Markets, Investment Banking, Fixed Income, Financial Structuring, Valuation, Bonds, Analysis
Education
Clark University 2004 — 2006
MBA/MSF, Finance
Boston College 2000 — 2004
BA, Economics
Goutham Gorti, M.D., FRCS's Piper Jaffray Experience August 2009 - March 2010
Job Vice President Investor Relations, The Medicines Company
Industry Biotechnology
Experience
The Medicines Company August 2014 - September 2015
The Medicines Company September 2013 - July 2014
Consulting 2012 - 2013
JP Morgan April 2010 - December 2011
Piper Jaffray August 2009 - March 2010
Rodman & Renshaw December 2006 - April 2009
Icahn School of Medicine at Mount Sinai 2004 - 2006
Education
Stanford University 1999 — 2004
Post Doc Fellow - Tissue Engineering ; Residency / General Surgery Residency Program
Harvard University 1998 — 1999
Research Fellow, Otolaryngology
Royal College of Surgeons 1993 — 1998
FRCS - General Surgery & Otolaryngology
The Medicines Company August 2014 - September 2015
The Medicines Company September 2013 - July 2014
Consulting 2012 - 2013
JP Morgan April 2010 - December 2011
Piper Jaffray August 2009 - March 2010
Rodman & Renshaw December 2006 - April 2009
Icahn School of Medicine at Mount Sinai 2004 - 2006
Education
Stanford University 1999 — 2004
Post Doc Fellow - Tissue Engineering ; Residency / General Surgery Residency Program
Harvard University 1998 — 1999
Research Fellow, Otolaryngology
Royal College of Surgeons 1993 — 1998
FRCS - General Surgery & Otolaryngology
Nancy L Johnson, CPA, MBA, MAcc's Piper Jaffray Experience 1986 - 1993
Job Assistant Professor at Augsburg College
Industry Accounting
Experience
Augsburg College 2015 - Present
St. Catherine University 2007 - 2015
University of St. Thomas 2011 - 2012
Rasmussen College 2006 - 2012
Experis, a Manpower Company 2006 - 2011
Piper Jaffray & Co. 1993 - 2006
Piper Jaffray 1986 - 1993
Skills
Financial Analysis, Leadership, Strategic Planning, Change Management, Management, Strategy, Process Improvement, Analysis, Business Process..., Management Consulting, Forecasting, Finance, Mentoring, Training, Process Engineering, Program Management, Higher Education, Public Speaking
Education
CPA, Active 2012 — 2013
Keller Management, DeVry University 2010 — 2011
Masters of Accountancy, Accounting
Augsburg College 2005 — 2006
MBA, Business, Accounting
Augsburg College 2005 — 2006
Bachelor of Science, Accounting
Augsburg College 2015 - Present
St. Catherine University 2007 - 2015
University of St. Thomas 2011 - 2012
Rasmussen College 2006 - 2012
Experis, a Manpower Company 2006 - 2011
Piper Jaffray & Co. 1993 - 2006
Piper Jaffray 1986 - 1993
Skills
Financial Analysis, Leadership, Strategic Planning, Change Management, Management, Strategy, Process Improvement, Analysis, Business Process..., Management Consulting, Forecasting, Finance, Mentoring, Training, Process Engineering, Program Management, Higher Education, Public Speaking
Education
CPA, Active 2012 — 2013
Keller Management, DeVry University 2010 — 2011
Masters of Accountancy, Accounting
Augsburg College 2005 — 2006
MBA, Business, Accounting
Augsburg College 2005 — 2006
Bachelor of Science, Accounting
Pamela Steensland's Piper Jaffray Experience Principal, Marketing, Events & TravelPiper JaffrayDecember 2012 - Present
Job Principal, Marketing, Events & Travel at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray Principal, Marketing, Events & TravelPiper JaffrayDecember 2012 - Present
Boston Scientific 1998 - 2000
Skills
Event Planning, Investments, Marketing, Equities, Strategic Planning, Strategy
Education
Arizona State University 1985 — 1989
Piper Jaffray Principal, Marketing, Events & TravelPiper JaffrayDecember 2012 - Present
Boston Scientific 1998 - 2000
Skills
Event Planning, Investments, Marketing, Equities, Strategic Planning, Strategy
Education
Arizona State University 1985 — 1989
Adam Engebretson, CFA's Piper Jaffray Experience May 2010 - March 2015
Job Portfolio Manager at Kopp Investment Advisors
Industry Investment Management
Experience
Kopp Investment Advisors March 2015 - Present
Piper Jaffray May 2010 - March 2015
Allianz Investment Management June 2009 - August 2009
Raymond James Financial Services January 2005 - August 2008
Skills
Equity Research, Equities, Valuation, Financial Modeling, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA
Bethel University 2001 — 2005
Bachelor of Arts
Kopp Investment Advisors March 2015 - Present
Piper Jaffray May 2010 - March 2015
Allianz Investment Management June 2009 - August 2009
Raymond James Financial Services January 2005 - August 2008
Skills
Equity Research, Equities, Valuation, Financial Modeling, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2010
MBA
Bethel University 2001 — 2005
Bachelor of Arts
John Woebke's Piper Jaffray Experience 2000 - 2004
Job Marketing Communications Manager at U.S. Bank
Industry Financial Services
Experience
U.S. Bank April 2010 - Present
Advantus Capital Management October 2004 - April 2010
Piper Jaffray 2000 - 2004
MN Academy of Family Physicians 1997 - 2000
MN House DFL Media Services 1994 - 1996
U.S. Rep. Martin Sabo 1988 - 1993
Skills
Marketing Communications, Integrated Marketing, Corporate Communications, Marketing, Internal Communications, Brand Management
Education
Augsburg College 1983 — 1987
BA, Communications and Political Science
U.S. Bank April 2010 - Present
Advantus Capital Management October 2004 - April 2010
Piper Jaffray 2000 - 2004
MN Academy of Family Physicians 1997 - 2000
MN House DFL Media Services 1994 - 1996
U.S. Rep. Martin Sabo 1988 - 1993
Skills
Marketing Communications, Integrated Marketing, Corporate Communications, Marketing, Internal Communications, Brand Management
Education
Augsburg College 1983 — 1987
BA, Communications and Political Science
Jack Armstrong's Piper Jaffray Experience 1992 - 1999
Job Executive Vice President at Magnegas
Industry Financial Services
Experience
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Magnegas May 2012 - Present
Northland Securities October 2009 - April 2012
Morgan Stanley January 2007 - October 2009
Nav Capital 1999 - 2005
Think Equity October 2001 - March 2002
Piper Jaffray 1992 - 1999
Olde Discount September 1989 - July 1992
Skills
Capital Markets, Trading, Equities, Series 7
Education
Arizona State University 1983 — 1989
BA, Economics
Renee Wille's Piper Jaffray Experience August 1980 - August 1989
Job Manager, Service Operations Americas
Industry Computer Software
Experience
Epicor Software Corporation January 1998 - Present
Piper Jaffray August 1980 - August 1989
Education
Bemidji State University
Epicor Software Corporation January 1998 - Present
Piper Jaffray August 1980 - August 1989
Education
Bemidji State University
Josh Henningson's Piper Jaffray Experience May 2008 - August 2008
Job Lead Financial Analyst | GE Capital | MBA
Industry Financial Services
Experience
GE Capital April 2015 - Present
GE Capital February 2014 - April 2015
Carlson July 2012 - February 2014
Carlson November 2010 - July 2012
Carlson Wagonlit Travel October 2009 - November 2010
RYAN, HODGINS, & ASSOCIATES, CPAS., January 2009 - August 2009
Piper Jaffray May 2008 - August 2008
RBC May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Golden Valley Golf and Country Club May 2005 - September 2006
Skills
Financial Modeling, Cash Flow Forecasting, Cash Flow Statements, Financial Reporting, Budget, Forecasting, Financial Accounting, Financial Analysis, Accounting, Variance Analysis, Family Office, Essbase, Finance, Budgets, Cash Flow, Financial Forecasting
Education
University of St. Thomas - Opus College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Strategic Management
Augsburg College 2005 — 2008
B.A., Finance, Accounting
GE Capital April 2015 - Present
GE Capital February 2014 - April 2015
Carlson July 2012 - February 2014
Carlson November 2010 - July 2012
Carlson Wagonlit Travel October 2009 - November 2010
RYAN, HODGINS, & ASSOCIATES, CPAS., January 2009 - August 2009
Piper Jaffray May 2008 - August 2008
RBC May 2007 - August 2007
Merrill Lynch January 2007 - May 2007
Golden Valley Golf and Country Club May 2005 - September 2006
Skills
Financial Modeling, Cash Flow Forecasting, Cash Flow Statements, Financial Reporting, Budget, Forecasting, Financial Accounting, Financial Analysis, Accounting, Variance Analysis, Family Office, Essbase, Finance, Budgets, Cash Flow, Financial Forecasting
Education
University of St. Thomas - Opus College of Business 2012 — 2015
Master of Business Administration (M.B.A.), Finance and Strategic Management
Augsburg College 2005 — 2008
B.A., Finance, Accounting
Marc Beran's Piper Jaffray Experience January 2005 - October 2005
Job Managing Director
Industry Financial Services
Experience
State Street Global Markets November 2011 - Present
Pulse Trading November 2005 - November 2011
Piper Jaffray January 2005 - October 2005
Fidelity Investments January 1999 - January 2005
Fidelity Capital Markets June 1994 - January 1999
Skills
Series 7, Series 63, Customer Service, series 55, Electronic Trading, Bloomberg, Equities, Trading, Trading Systems, Securities, Hedge Funds, Capital Markets, Series 24, Fidessa, Bloomberg Terminal, Institutional Sales
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lawrence Academy 1985 — 1989
State Street Global Markets November 2011 - Present
Pulse Trading November 2005 - November 2011
Piper Jaffray January 2005 - October 2005
Fidelity Investments January 1999 - January 2005
Fidelity Capital Markets June 1994 - January 1999
Skills
Series 7, Series 63, Customer Service, series 55, Electronic Trading, Bloomberg, Equities, Trading, Trading Systems, Securities, Hedge Funds, Capital Markets, Series 24, Fidessa, Bloomberg Terminal, Institutional Sales
Education
Boston College 1989 — 1993
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lawrence Academy 1985 — 1989
Todd Coleman's Piper Jaffray Experience June 2010 - Present
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2010 - Present
U.S. Department of Energy October 2009 - December 2009
Jefferies & Company, Inc. January 2004 - April 2009
Broadview International 2004 - 2007
Robertson Stephens, Inc. March 2000 - August 2002
PricewaterhouseCoopers August 1997 - March 2000
Skills
Venture Capital, Corporate Finance, Investment Banking, Mergers, Cleantech, Business Development, Capital Markets, Corporate Development, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, IPO, Investments, LBO, Management, Mergers, Private Equity, Private Placements, Renewable Energy, Restructuring, Securities, Strategy, Valuation
Education
Bates College 1984 — 1988
Bachelor's degree, English
Piper Jaffray June 2010 - Present
U.S. Department of Energy October 2009 - December 2009
Jefferies & Company, Inc. January 2004 - April 2009
Broadview International 2004 - 2007
Robertson Stephens, Inc. March 2000 - August 2002
PricewaterhouseCoopers August 1997 - March 2000
Skills
Venture Capital, Corporate Finance, Investment Banking, Mergers, Cleantech, Business Development, Capital Markets, Corporate Development, Due Diligence, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, IPO, Investments, LBO, Management, Mergers, Private Equity, Private Placements, Renewable Energy, Restructuring, Securities, Strategy, Valuation
Education
Bates College 1984 — 1988
Bachelor's degree, English
Mala Sankaran's Piper Jaffray Experience 2001 - 2006
Job Business Consultant at TCF National Bank
Industry Banking
Experience
TCF National Bank August 2009 - Present
TCF National bank 2006 - 2009
Piper Jaffray 2001 - 2006
US Bank 2000 - 2001
City-County Federal Credit Union 1996 - 1997
City-County Federal Credit Union 1993 - 1996
Skills
Quality Assurance, SDLC, Troubleshooting, Analysis, Management, Project Management, Securities, Business Analysis, Visio, Financial Risk, Business Requirements, Banking, Business Intelligence, Requirements Gathering, Vendor Management, AML, Financial Services, Requirements Analysis, Risk Management
Education
Bangalore University 1981 — 1985
M.A, M.Phil, Economics Major
Banaras Hindu University 1977 — 1981
B.A, Economics, Psychology, Sociology
Pitts Modern School
TCF National Bank August 2009 - Present
TCF National bank 2006 - 2009
Piper Jaffray 2001 - 2006
US Bank 2000 - 2001
City-County Federal Credit Union 1996 - 1997
City-County Federal Credit Union 1993 - 1996
Skills
Quality Assurance, SDLC, Troubleshooting, Analysis, Management, Project Management, Securities, Business Analysis, Visio, Financial Risk, Business Requirements, Banking, Business Intelligence, Requirements Gathering, Vendor Management, AML, Financial Services, Requirements Analysis, Risk Management
Education
Bangalore University 1981 — 1985
M.A, M.Phil, Economics Major
Banaras Hindu University 1977 — 1981
B.A, Economics, Psychology, Sociology
Pitts Modern School
Nathan Bush's Piper Jaffray Experience April 2007 - Present
Job VP Internal Audit Manager at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2007 - Present
RBC Dain Rauscher January 2001 - April 2007
TCF Bank 1997 - 2001
Skills
Internal Audit, Account Reconciliation, Risk Management, Financial Analysis, Financial Services
Education
Regis University 2003 — 2006
MBA, Business
Bethel University 1993 — 1997
BA, Business Management & Business Marketing
Piper Jaffray April 2007 - Present
RBC Dain Rauscher January 2001 - April 2007
TCF Bank 1997 - 2001
Skills
Internal Audit, Account Reconciliation, Risk Management, Financial Analysis, Financial Services
Education
Regis University 2003 — 2006
MBA, Business
Bethel University 1993 — 1997
BA, Business Management & Business Marketing
Sandy Duerre's Piper Jaffray Experience August 1986 - January 1998
Job VP, Director US Client Experience at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2004 - Present
RBC Wealth Managment 2004 - Present
American Express Financial Advisors June 2002 - January 2004
RBC Dain Rauscher February 1998 - June 2002
Piper Jaffray August 1986 - January 1998
Education
University of St. Thomas - Opus College of Business 1999 — 2005
MBA, Finance
Bethel University 1982 — 1986
BA, Business Management
RBC Wealth Management February 2004 - Present
RBC Wealth Managment 2004 - Present
American Express Financial Advisors June 2002 - January 2004
RBC Dain Rauscher February 1998 - June 2002
Piper Jaffray August 1986 - January 1998
Education
University of St. Thomas - Opus College of Business 1999 — 2005
MBA, Finance
Bethel University 1982 — 1986
BA, Business Management
Jonell Johnson's Piper Jaffray Experience December 1995 - April 1998
Job Business Travel Specialist at Blue Ribbon Travel American Express
Industry Leisure, Travel & Tourism
Experience
Blue Ribbon Travel - American Express April 2015 - Present
Carrousel Travel October 2012 - Present
Blizzard Ski School November 1979 - Present
The Valspar Corporation Ltda August 2010 - October 2011
Jonell's Travel by Design August 2005 - January 2011
Home Title America July 2002 - August 2005
Waters Travel Service (Northwestern Travel Management) July 1998 - July 2002
Piper Jaffray December 1995 - April 1998
Northwestern Travel Management November 1994 - December 1995
Mainline Travel (Northwestern Travel Management) February 1993 - November 1994
Skills
Tourism, Public Speaking, Microsoft Office, Word, Event Management, Excel, PowerPoint, Event Planning, Writing, Analysis, Administration, French, English, Customer Relations, Customer Service, Sales, Negotiation, Public Relations, Team Building, Leadership, Travel Management, Microsoft Word, Microsoft Excel, Management
Education
Travel Career School 1985 — 1985
Certificate, Geography, Travel and Hospitality
Université Paul Valéry (Montpellier III) 1984 — 1984
language, culture and literature
University of Minnesota-Twin Cities 1980 — 1984
Journalism and Mass Communications
Anoka Ramsey Community College 1979 — 1980
Associates, Business
Blue Ribbon Travel - American Express April 2015 - Present
Carrousel Travel October 2012 - Present
Blizzard Ski School November 1979 - Present
The Valspar Corporation Ltda August 2010 - October 2011
Jonell's Travel by Design August 2005 - January 2011
Home Title America July 2002 - August 2005
Waters Travel Service (Northwestern Travel Management) July 1998 - July 2002
Piper Jaffray December 1995 - April 1998
Northwestern Travel Management November 1994 - December 1995
Mainline Travel (Northwestern Travel Management) February 1993 - November 1994
Skills
Tourism, Public Speaking, Microsoft Office, Word, Event Management, Excel, PowerPoint, Event Planning, Writing, Analysis, Administration, French, English, Customer Relations, Customer Service, Sales, Negotiation, Public Relations, Team Building, Leadership, Travel Management, Microsoft Word, Microsoft Excel, Management
Education
Travel Career School 1985 — 1985
Certificate, Geography, Travel and Hospitality
Université Paul Valéry (Montpellier III) 1984 — 1984
language, culture and literature
University of Minnesota-Twin Cities 1980 — 1984
Journalism and Mass Communications
Anoka Ramsey Community College 1979 — 1980
Associates, Business
Tony Mun's Piper Jaffray Experience May 2013 - Present
Job PrincipalFixed Income MBS Sales at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray May 2013 - Present
Skills
Capital Markets, MBS, Fixed Income, Securitization, Valuation, Trading, Structured Finance, Asset Managment, Bloomberg, Structured Products, Sales, Mortgage Banking, Credit, Credit Analysis, Asset Management, Loan Origination, Alternative Investments, Bonds, Portfolio Management, Investments, Risk Management, Business Planning, Financial Markets, Loans, Finance, Business Development, Credit Risk, Due Diligence, Banking, Derivatives, Series 7, Financial Structuring, Private Equity, Mortgage Lending, Financial Modeling, Options, Financial Analysis, Securities, Financial Services, Hedging
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Michigan
BA
Piper Jaffray May 2013 - Present
Skills
Capital Markets, MBS, Fixed Income, Securitization, Valuation, Trading, Structured Finance, Asset Managment, Bloomberg, Structured Products, Sales, Mortgage Banking, Credit, Credit Analysis, Asset Management, Loan Origination, Alternative Investments, Bonds, Portfolio Management, Investments, Risk Management, Business Planning, Financial Markets, Loans, Finance, Business Development, Credit Risk, Due Diligence, Banking, Derivatives, Series 7, Financial Structuring, Private Equity, Mortgage Lending, Financial Modeling, Options, Financial Analysis, Securities, Financial Services, Hedging
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA
University of Michigan
BA
Darren Aftahi's Piper Jaffray Experience 2000 - 2002
Job Senior Equity Research AnalystInternet and Digital Media at Northland Securities
Industry Financial Services
Experience
Northland Securities July 2010 - Present
Capital Mergers and Acquisitions, LLC January 2009 - June 2010
ThinkPanmure LLC 2005 - 2008
Deephaven Capital Management 2004 - 2004
Piper Jaffray 2000 - 2002
Piper Jaffray June 1998 - December 2000
Skills
Valuation, Portfolio Management, Financial Modeling, Equity Research, Investment Banking, Corporate Finance, Investments, Due Diligence, Equities, Private Equity, Strategy, Finance, Corporate Development, Start-ups, Venture Capital, Competitive Analysis, Capital Markets, Series 7, Trading, Derivatives, Equity Valuation, Hedge Funds, IPO, Bloomberg, Asset Management
Education
Boston College 1994 — 1998
B.S., Finance
Northland Securities July 2010 - Present
Capital Mergers and Acquisitions, LLC January 2009 - June 2010
ThinkPanmure LLC 2005 - 2008
Deephaven Capital Management 2004 - 2004
Piper Jaffray 2000 - 2002
Piper Jaffray June 1998 - December 2000
Skills
Valuation, Portfolio Management, Financial Modeling, Equity Research, Investment Banking, Corporate Finance, Investments, Due Diligence, Equities, Private Equity, Strategy, Finance, Corporate Development, Start-ups, Venture Capital, Competitive Analysis, Capital Markets, Series 7, Trading, Derivatives, Equity Valuation, Hedge Funds, IPO, Bloomberg, Asset Management
Education
Boston College 1994 — 1998
B.S., Finance
Amy Stover's Piper Jaffray Experience 1997 - 2002
Job Manager Data Analytics and Reporting
Industry Insurance
Experience
OptumRx/UnitedHealth Group April 2009 - Present
North American Membership Group February 2003 - April 2009
Piper Jaffray 1997 - 2002
Skills
Analytics, Customer Acquisition, Data Analysis, Database Marketing, Direct Mail, Customer Retention, Direct Marketing, Email Marketing, Product Management, Segmentation, Marketing Strategy
Education
Augsburg College
BA, Economics
OptumRx/UnitedHealth Group April 2009 - Present
North American Membership Group February 2003 - April 2009
Piper Jaffray 1997 - 2002
Skills
Analytics, Customer Acquisition, Data Analysis, Database Marketing, Direct Mail, Customer Retention, Direct Marketing, Email Marketing, Product Management, Segmentation, Marketing Strategy
Education
Augsburg College
BA, Economics
Nancy Nygaard's Piper Jaffray Experience September 1980 - May 1990
Job Senior Lecturer at University of Wisconsin Milwaukee
Industry Education Management
Experience
AIFS UWM Study Abroad January 2013 - Present
University of Wisconsin Milwaukee 1998 - Present
Upper Iowa University 2004 - Present
Piper Jaffray September 1980 - May 1990
Skills
Higher Education
Education
University of Wisconsin-Milwaukee 1998 — 2002
Ph.D, English
University of Wisconsin-Milwaukee
MA, English
Augsburg College
BA, Finance and English
AIFS UWM Study Abroad January 2013 - Present
University of Wisconsin Milwaukee 1998 - Present
Upper Iowa University 2004 - Present
Piper Jaffray September 1980 - May 1990
Skills
Higher Education
Education
University of Wisconsin-Milwaukee 1998 — 2002
Ph.D, English
University of Wisconsin-Milwaukee
MA, English
Augsburg College
BA, Finance and English
V. P. Rajesh, CFA's Piper Jaffray Experience September 2003 - March 2005
Job Founder and Managing Director at Banyan Capital Advisors Pvt. Ltd.
Industry Investment Management
Experience
Banyan Capital Advisors November 2011 - Present
VGSA Investment Partners August 2007 - Present
Thomas Weisel Partners March 2005 - July 2007
Piper Jaffray September 2003 - March 2005
Deutsche Bank Securities December 2000 - May 2003
J P Morgan Chase (fka Chase Securities) July 1997 - April 2000
Feedback Ventures 1994 - 1995
COSL August 1991 - June 1994
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Capital Markets, Venture Capital, Equity Research, Fixed Income, Corporate Development, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Birla Institute of Technology and Science, Pilani 1987 — 1991
B.E. (HONS), Electrical and Electronics Engg
Birla Higher Secondary School 1983 — 1987
Banyan Capital Advisors November 2011 - Present
VGSA Investment Partners August 2007 - Present
Thomas Weisel Partners March 2005 - July 2007
Piper Jaffray September 2003 - March 2005
Deutsche Bank Securities December 2000 - May 2003
J P Morgan Chase (fka Chase Securities) July 1997 - April 2000
Feedback Ventures 1994 - 1995
COSL August 1991 - June 1994
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Capital Markets, Venture Capital, Equity Research, Fixed Income, Corporate Development, Investments, Portfolio Management
Education
University of Michigan - Stephen M. Ross School of Business 1995 — 1997
MBA
Birla Institute of Technology and Science, Pilani 1987 — 1991
B.E. (HONS), Electrical and Electronics Engg
Birla Higher Secondary School 1983 — 1987
Lee Levy's Piper Jaffray Experience 1995 - 1998
Job Providing peace of mind for investors by applying 'Moneyball' techniques & hedging strategies to value investing
Industry Investment Management
Experience
Canid Asset Management January 2009 - Present
Pacific Edge Investment Management January 2002 - December 2008
Bowman Capital August 1999 - December 2001
Robertson Stephens August 1998 - August 1999
Piper Jaffray 1995 - 1998
Skills
Hedge Funds, Asset Management, Investments, Market Risk, Risk Management, Equities, Equity Valuation, Equity Trading, Asset Managment, Trading Systems, Investment Management, Trading, Financial Services, Hedging, Mutual Funds, Investment Banking, Alternative Investments, Capital Markets
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Executive Evening MBA Program
American University 1989 — 1993
B.A., Economics and International Affairs
Université libre de Bruxelles 1992 — 1992
European Union/Political Economics
Canid Asset Management January 2009 - Present
Pacific Edge Investment Management January 2002 - December 2008
Bowman Capital August 1999 - December 2001
Robertson Stephens August 1998 - August 1999
Piper Jaffray 1995 - 1998
Skills
Hedge Funds, Asset Management, Investments, Market Risk, Risk Management, Equities, Equity Valuation, Equity Trading, Asset Managment, Trading Systems, Investment Management, Trading, Financial Services, Hedging, Mutual Funds, Investment Banking, Alternative Investments, Capital Markets
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Executive Evening MBA Program
American University 1989 — 1993
B.A., Economics and International Affairs
Université libre de Bruxelles 1992 — 1992
European Union/Political Economics
Kevin Conery's Piper Jaffray Experience July 2010 - Present
Job Preferred Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2010 - Present
Merrill Lynch 2003 - 2009
Holy Cross School 1998 - 2004
Lehman Brothers 1985 - 2002
Skills
Securities, Valuation, Credit Analysis, Credit, Analysis, Fixed Income, Capital Markets, Equities, Investments, Investment Banking, Asset Management, Series 7, Financial Modeling, Trading, Research, Financial Analysis
Education
University at Albany, SUNY 1983 — 1985
MBA, Finance
Boston College 1978 — 1982
BA, Spanish Language and Literature
Piper Jaffray July 2010 - Present
Merrill Lynch 2003 - 2009
Holy Cross School 1998 - 2004
Lehman Brothers 1985 - 2002
Skills
Securities, Valuation, Credit Analysis, Credit, Analysis, Fixed Income, Capital Markets, Equities, Investments, Investment Banking, Asset Management, Series 7, Financial Modeling, Trading, Research, Financial Analysis
Education
University at Albany, SUNY 1983 — 1985
MBA, Finance
Boston College 1978 — 1982
BA, Spanish Language and Literature
Yoon-Sook Moon's Piper Jaffray Experience June 2000 - May 2002
Job Vice President, Public Finance Investment Banking at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. May 2009 - Present
Banc of America Securities June 2002 - May 2009
Piper Jaffray June 2000 - May 2002
Sutro & Co 1998 - 2000
Skills
Government, Investment Banking, Public Finance, Public/private..., Series 7, Capital Markets, Fixed Income, Investments, Financial Modeling, Structured Finance, Securities
Education
Indiana University Bloomington 1996 — 1998
Master of Public Affairs
Berea College 1991 — 1995
BA & BS
Woodham High School
Robert W. Baird & Co. May 2009 - Present
Banc of America Securities June 2002 - May 2009
Piper Jaffray June 2000 - May 2002
Sutro & Co 1998 - 2000
Skills
Government, Investment Banking, Public Finance, Public/private..., Series 7, Capital Markets, Fixed Income, Investments, Financial Modeling, Structured Finance, Securities
Education
Indiana University Bloomington 1996 — 1998
Master of Public Affairs
Berea College 1991 — 1995
BA & BS
Woodham High School
Bernie Fields's Piper Jaffray Experience May 1998 - January 2003
Job Regional Consultant at Fidelity
Industry Financial Services
Experience
Fidelity Planning & Guidance ConsultantFidelity Investments2004 - Present
piper jaffrat 1998 - 2009
Piper Jaffray May 1998 - January 2003
US Army January 1974 - September 1998
Skills
Series 63, Retirement Planning, 401k, Financial Planning, Investments, Asset Management, Mutual Funds, Insurance, Wealth Management
Education
Wayland Baptist University 1993 — 1995
Business, Business
Black Hills State University 1970 — 1972
Dupree High School 1960 — 1970
Fidelity Planning & Guidance ConsultantFidelity Investments2004 - Present
piper jaffrat 1998 - 2009
Piper Jaffray May 1998 - January 2003
US Army January 1974 - September 1998
Skills
Series 63, Retirement Planning, 401k, Financial Planning, Investments, Asset Management, Mutual Funds, Insurance, Wealth Management
Education
Wayland Baptist University 1993 — 1995
Business, Business
Black Hills State University 1970 — 1972
Dupree High School 1960 — 1970
Ken Oliphant's Piper Jaffray Experience 1997 - 2006
Job Vice President, Senior Financial Advisor at Umpqua Investments
Industry Financial Services
Experience
Umpqua Investments, Inc. 2006 - Present
Piper Jaffray 1997 - 2006
Education
Arizona State University, W. P. Carey School of Business 1974 — 1977
Master of Business Administration (MBA), Marketing and Advertising, 3.5/4.0
Arizona State University 1970 — 1973
Bachelor of Science (BS), Marketing
Umpqua Investments, Inc. 2006 - Present
Piper Jaffray 1997 - 2006
Education
Arizona State University, W. P. Carey School of Business 1974 — 1977
Master of Business Administration (MBA), Marketing and Advertising, 3.5/4.0
Arizona State University 1970 — 1973
Bachelor of Science (BS), Marketing
Kim Chapman's Piper Jaffray Experience October 2010 - April 2011
Job Senior Compliance Consultant at Robert Half Seeking employment
Industry Financial Services
Experience
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
Financial Industry Regulatory Authority (FINRA) May 2015 - Present
Robert Half December 2013 - Present
Woodbury Financial Services March 2011 - May 2013
Piper Jaffray October 2010 - April 2011
Ameriprise Financial August 2001 - December 2009
Ameriprise Financial Services, Inc. 1994 - 2009
RBC Dain Rauscher July 1983 - August 1989
Skills
FINRA, Problem Solving, Cross-functional Team..., Team Leadership, Financial Services, Financial Services..., Series 7, Risk Management, Risk Assessment, Securities, Series 24, Employee Training, Mutual Funds, Leadership, Series 6, Training, Analysis, Management, Investments, Insurance
Education
Augsburg College 2006 — 2015
Masters, Leadership
Augsburg College
BA, Business with a marketing emphasis
University of Minnesota-Twin Cities
Pam Thatcher's Piper Jaffray Experience August 1986 - June 1991
Job Assistant Manager at Lillian's of Colorado Springs
Industry Food Production
Experience
Lillian's of Colorado Springs October 2013 - Present
Newborn Hope Advisory Council January 2012 - Present
Specialty Cakes 1977 - Present
Macy's October 2012 - October 2013
Newborn Hope Corporate Board January 2010 - October 2012
Newborn Hope January 2011 - December 2011
National Charity League, Inc. 2009 - 2011
Piper Jaffray August 1986 - June 1991
Skills
Fundraising, Event Planning, Non-profits, Event Management, Public Relations, Volunteer Management, Customer Service, Nonprofits, Public Speaking, Media Relations, Sales, Program Management, Marketing, Social Networking, Leadership Development, Social Media Marketing, Social Media, Marketing Communications, Team Building, Facebook, Leadership, Strategic Planning
Education
Aims Community College 1982 — 1984
Associate Bachelor of Science, Business
Lillian's of Colorado Springs October 2013 - Present
Newborn Hope Advisory Council January 2012 - Present
Specialty Cakes 1977 - Present
Macy's October 2012 - October 2013
Newborn Hope Corporate Board January 2010 - October 2012
Newborn Hope January 2011 - December 2011
National Charity League, Inc. 2009 - 2011
Piper Jaffray August 1986 - June 1991
Skills
Fundraising, Event Planning, Non-profits, Event Management, Public Relations, Volunteer Management, Customer Service, Nonprofits, Public Speaking, Media Relations, Sales, Program Management, Marketing, Social Networking, Leadership Development, Social Media Marketing, Social Media, Marketing Communications, Team Building, Facebook, Leadership, Strategic Planning
Education
Aims Community College 1982 — 1984
Associate Bachelor of Science, Business
Michael Spicer, CFA's Piper Jaffray Experience March 2011 - June 2014
Job Vice President Convertible Bond Sales & Trading at Piper Jaffray
Industry Financial Services
Experience
Deutsche Bank July 2014 - Present
Piper Jaffray March 2011 - June 2014
ICAP North America September 2010 - February 2012
ICAP January 2008 - February 2011
Skills
Series 7, Financial Modeling, Series 63, Series 55, Convertible Arbitrage, Bonds, Fixed Income, Equity Derivatives, Options, Convertible Bonds, Valuation, Equity Research, Bloomberg Terminal, Relationship Management
Education
Boston College 2003 — 2007
BS, Finance
Deutsche Bank July 2014 - Present
Piper Jaffray March 2011 - June 2014
ICAP North America September 2010 - February 2012
ICAP January 2008 - February 2011
Skills
Series 7, Financial Modeling, Series 63, Series 55, Convertible Arbitrage, Bonds, Fixed Income, Equity Derivatives, Options, Convertible Bonds, Valuation, Equity Research, Bloomberg Terminal, Relationship Management
Education
Boston College 2003 — 2007
BS, Finance
Jason Ream's Piper Jaffray Experience 2003 - 2004
Job EVP and CFO at SolarWinds
Industry Computer Software
Experience
SolarWinds October 2013 - Present
SolarWinds October 2012 - September 2013
SolarWinds January 2012 - September 2012
SolarWinds July 2011 - December 2011
SolarWinds April 2009 - June 2011
J.P. Morgan 2006 - 2008
UBS Investment Bank 2004 - 2006
Piper Jaffray 2003 - 2004
Credit Suisse First Boston 1999 - 2003
G2R 1997 - 1999
Skills
Enterprise Software, Investment Banking, Business Development, Mergers & Acquisitions, Corporate Development, SaaS, Venture Capital
Education
Amherst College 1990 — 1994
A.B., Mathematics
SolarWinds October 2013 - Present
SolarWinds October 2012 - September 2013
SolarWinds January 2012 - September 2012
SolarWinds July 2011 - December 2011
SolarWinds April 2009 - June 2011
J.P. Morgan 2006 - 2008
UBS Investment Bank 2004 - 2006
Piper Jaffray 2003 - 2004
Credit Suisse First Boston 1999 - 2003
G2R 1997 - 1999
Skills
Enterprise Software, Investment Banking, Business Development, Mergers & Acquisitions, Corporate Development, SaaS, Venture Capital
Education
Amherst College 1990 — 1994
A.B., Mathematics
Joseph Dawson, CFA's Piper Jaffray Experience May 2010 - August 2010
Job High Yield Analyst at Waddell & Reed
Industry Investment Management
Experience
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Waddell & Reed June 2011 - Present
Piper Jaffray May 2010 - August 2010
Seneca Capital Management December 2006 - December 2008
Seneca Capital Management January 2005 - February 2006
Barclays Global Investors 2006 - 2006
Natixis Global Associates March 2000 - December 2004
Jurika and Voyles 2000 - 2004
Skills
Equity Research
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Accounting, Finance
Bates College
Bachelor of Arts, Economics
Kathy Hynes's Piper Jaffray Experience 1992 - 2006
Job Owner at KB's Upholstery LLC
Industry Design
Experience
KB's Upholstery LLC January 2013 - June 2014
UBS 2006 - 2009
Piper Jaffray 1992 - 2006
Skills
Risk Management, Public Speaking, Financial Analysis, Fixed Income, Securities, Microsoft Office, Upholstery, Sewing, Customer Service, Sales Management
Education
Aims Community College 2009 — 2010
Upholstery Certification, Upholstery/Upholsterer
University of Northern Colorado 1978 — 1982
Bachelor of Science (B.S.), Business Administration
KB's Upholstery LLC January 2013 - June 2014
UBS 2006 - 2009
Piper Jaffray 1992 - 2006
Skills
Risk Management, Public Speaking, Financial Analysis, Fixed Income, Securities, Microsoft Office, Upholstery, Sewing, Customer Service, Sales Management
Education
Aims Community College 2009 — 2010
Upholstery Certification, Upholstery/Upholsterer
University of Northern Colorado 1978 — 1982
Bachelor of Science (B.S.), Business Administration
Marissa Aurelio's Piper Jaffray Experience April 1999 - December 2002
Job Regional Concierge Supervisor at Hilton Grand Vacation Club at MarBrisa
Industry Marketing and Advertising
Experience
Hilton Grand Vacation Club at MarBrisa September 2014 - Present
Hilton Grand Vacation Club at MarBrisa August 2013 - Present
Farmers Insurance December 2010 - May 2012
Piper Jaffray April 1999 - December 2002
Skills
Bookkeeping, Tax, Accounting, QuickBooks, Account Reconciliation, VAT, Customer Service, Sales, Marketing, Event Management, Hospitality, Team Building, Hospitality Industry, Event Planning, Sales Management, Hospitality Management, Leadership, Management, Account Management, Resorts, Customer Satisfaction, Hotel Management, Marketing Strategy, Strategic Planning, Social Media, New Business Development, Tourism, Small Business, Hotels, Marketing Communications, Microsoft Excel, Negotiation, Direct Sales, Customer Retention, Revenue Analysis, Food & Beverage, Social Media Marketing, Trade Shows
Education
Arizona State University
Bachelor of Science (BS), International Business
Hilton Grand Vacation Club at MarBrisa September 2014 - Present
Hilton Grand Vacation Club at MarBrisa August 2013 - Present
Farmers Insurance December 2010 - May 2012
Piper Jaffray April 1999 - December 2002
Skills
Bookkeeping, Tax, Accounting, QuickBooks, Account Reconciliation, VAT, Customer Service, Sales, Marketing, Event Management, Hospitality, Team Building, Hospitality Industry, Event Planning, Sales Management, Hospitality Management, Leadership, Management, Account Management, Resorts, Customer Satisfaction, Hotel Management, Marketing Strategy, Strategic Planning, Social Media, New Business Development, Tourism, Small Business, Hotels, Marketing Communications, Microsoft Excel, Negotiation, Direct Sales, Customer Retention, Revenue Analysis, Food & Beverage, Social Media Marketing, Trade Shows
Education
Arizona State University
Bachelor of Science (BS), International Business
Antonina Khokhlova's Piper Jaffray Experience May 2006 - January 2010
Job OE3 Trust Funds Multi Services, Delinquent Employer Department
Industry Financial Services
Experience
Operating Engineers Local Union #3 Trust Funds April 2012 - Present
Oak Point Events November 2011 - July 2012
Piper Jaffray May 2006 - January 2010
Oppenheimer & Co. September 2005 - May 2006
Skills
Bloomberg, Financial Analysis, Quickbooks, MS Office Suite, Time Management, Detail Orientation, Responsibility, Fast Learner, QuickBooks, Administrative..., Analysis, Equity Research, Financial Reporting, Leadership, Management, Microsoft Excel, Microsoft Office, Securities
Education
Northeast Agricultural University 1999 — 2004
BS, Economics and Finance
Дальневосточный Государственный Технический Рыбохозяйственный Университет (Дальрыбвтуз) / Far Eastern State Technical Fisheries University 1999 — 2004
BS, Economics and Finance
Operating Engineers Local Union #3 Trust Funds April 2012 - Present
Oak Point Events November 2011 - July 2012
Piper Jaffray May 2006 - January 2010
Oppenheimer & Co. September 2005 - May 2006
Skills
Bloomberg, Financial Analysis, Quickbooks, MS Office Suite, Time Management, Detail Orientation, Responsibility, Fast Learner, QuickBooks, Administrative..., Analysis, Equity Research, Financial Reporting, Leadership, Management, Microsoft Excel, Microsoft Office, Securities
Education
Northeast Agricultural University 1999 — 2004
BS, Economics and Finance
Дальневосточный Государственный Технический Рыбохозяйственный Университет (Дальрыбвтуз) / Far Eastern State Technical Fisheries University 1999 — 2004
BS, Economics and Finance
Andrew Steichen's Piper Jaffray Experience July 2012 - July 2014
Job Business Development Associate at LaunchSquad
Industry Public Relations and Communications
Experience
LaunchSquad October 2014 - Present
Piper Jaffray July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
Laven Partners October 2010 - December 2010
Education
Boston College 2008 — 2012
BS, Accounting and Finance
LaunchSquad October 2014 - Present
Piper Jaffray July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
Laven Partners October 2010 - December 2010
Education
Boston College 2008 — 2012
BS, Accounting and Finance
Samuel Ross's Piper Jaffray Experience April 2015 - Present
Job
Industry Financial Services
Experience
Piper Jaffray April 2015 - Present
Sterne Agee September 2014 - April 2015
Sterne Agee March 2014 - September 2014
Stein Farkas & Schwartz LLP August 2012 - March 2014
The Broadsmoore Group September 2011 - February 2012
Stein Farkas & Schwartz LLP November 2010 - September 2011
High-Net-Worth Individual January 2010 - November 2010
DBS Servicing Solutions May 2005 - May 2007
Skills
Financial Analysis, Investments, Financial Modeling, Equity Research, Due Diligence, Corporate Finance, Strategic Planning, Securities, Portfolio Management, Research, Real Estate, Business Planning, Microsoft Office, PowerPoint, Negotiation, HUD, Excel, Loan Structuring, Word, Nursing Homes, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MBA, Finance
Saint John's University School of Law 2005 — 2008
JD, Finance
Piper Jaffray April 2015 - Present
Sterne Agee September 2014 - April 2015
Sterne Agee March 2014 - September 2014
Stein Farkas & Schwartz LLP August 2012 - March 2014
The Broadsmoore Group September 2011 - February 2012
Stein Farkas & Schwartz LLP November 2010 - September 2011
High-Net-Worth Individual January 2010 - November 2010
DBS Servicing Solutions May 2005 - May 2007
Skills
Financial Analysis, Investments, Financial Modeling, Equity Research, Due Diligence, Corporate Finance, Strategic Planning, Securities, Portfolio Management, Research, Real Estate, Business Planning, Microsoft Office, PowerPoint, Negotiation, HUD, Excel, Loan Structuring, Word, Nursing Homes, Series 7, Series 63
Education
Baruch College, City University of New York (CUNY) 2008 — 2009
MBA, Finance
Saint John's University School of Law 2005 — 2008
JD, Finance
Andrey Norin's Piper Jaffray Experience September 2011 - January 2014
Job Delivery Principal Consultant at NTT DATA Americas
Industry Information Technology and Services
Experience
NTT DATA Americas June 2015 - Present
VDX Inc. March 2015 - June 2015
VDX Inc. February 2014 - March 2015
Piper Jaffray September 2011 - January 2014
Unisys at BlackRock Inc April 2010 - September 2011
Skills
SCCM, Windows Server, Active Directory, SCOM, Group Policy, Cisco Technologies, Enterprise Desktop..., Virtualization, Windows Azure, Disaster Recovery, Enterprise Storage, Powershell, Windows Automation, IaaS, Data Center, VMware, App-V, End-user technology, Application Packaging, VBScript, Windows Intune, Networking, Security, Servers, System Deployment, Vendor Management, Hyper-V
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
NTT DATA Americas June 2015 - Present
VDX Inc. March 2015 - June 2015
VDX Inc. February 2014 - March 2015
Piper Jaffray September 2011 - January 2014
Unisys at BlackRock Inc April 2010 - September 2011
Skills
SCCM, Windows Server, Active Directory, SCOM, Group Policy, Cisco Technologies, Enterprise Desktop..., Virtualization, Windows Azure, Disaster Recovery, Enterprise Storage, Powershell, Windows Automation, IaaS, Data Center, VMware, App-V, End-user technology, Application Packaging, VBScript, Windows Intune, Networking, Security, Servers, System Deployment, Vendor Management, Hyper-V
Education
Baruch College 2008 — 2013
Bachelor of Business Administration (BBA), Finance, General, Senior
Pat Bolander's Piper Jaffray Experience May 1998 - Present
Job Accounts Payable Manager at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 1998 - Present
Belleuvue University 1985 - 1995
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Account Reconciliation, General Ledger, Strategic Financial..., Forecasting, Sarbanes-Oxley Act, Finance, Internal Controls, Accounts Payable, Financial Accounting, Auditing, Process Improvement
Education
Bellevue University 1988 — 1996
BA, Business Admin
Piper Jaffray May 1998 - Present
Belleuvue University 1985 - 1995
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Modeling, Corporate Finance, Account Reconciliation, General Ledger, Strategic Financial..., Forecasting, Sarbanes-Oxley Act, Finance, Internal Controls, Accounts Payable, Financial Accounting, Auditing, Process Improvement
Education
Bellevue University 1988 — 1996
BA, Business Admin
Anton Ness-Deden's Piper Jaffray Experience November 2012 - Present
Job Sr. Compliance Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray November 2012 - Present
Piper Jaffray February 2008 - November 2012
Skills
Financial Markets, Series 7, Bloomberg, Series 24, Securities Regulation, Investments, Trading, Financial Services, Electronic Trading, Market Data, Uniform Combined State..., Back Office, Equity Trading, Series 66
Education
University of Wisconsin-River Falls
BS
Akita International University 2004 — 2004
Japanese
Piper Jaffray November 2012 - Present
Piper Jaffray February 2008 - November 2012
Skills
Financial Markets, Series 7, Bloomberg, Series 24, Securities Regulation, Investments, Trading, Financial Services, Electronic Trading, Market Data, Uniform Combined State..., Back Office, Equity Trading, Series 66
Education
University of Wisconsin-River Falls
BS
Akita International University 2004 — 2004
Japanese
Jason Efthimiou's Piper Jaffray Experience January 2002 - September 2004
Job Investment Professional at The Yucaipa Companies
Industry Venture Capital & Private Equity
Experience
The Yucaipa Companies September 2004 - Present
Piper Jaffray January 2002 - September 2004
Credit Suisse August 2000 - November 2001
Skills
Private Equity, Mergers, Investments, Debt, Equities
Education
American University
Bachelor of Science (BS), Finance, General
The Yucaipa Companies September 2004 - Present
Piper Jaffray January 2002 - September 2004
Credit Suisse August 2000 - November 2001
Skills
Private Equity, Mergers, Investments, Debt, Equities
Education
American University
Bachelor of Science (BS), Finance, General
Sheri Di Paglia's Piper Jaffray Experience March 1988 - August 2006
Job Financial Advisor at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc August 2006 - Present
Piper Jaffray March 1988 - August 2006
Education
Arizona State University 1972 — 1976
Bachelor of Science, Business
UBS Financial Services Inc August 2006 - Present
Piper Jaffray March 1988 - August 2006
Education
Arizona State University 1972 — 1976
Bachelor of Science, Business
Drew Armao's Piper Jaffray Experience August 1993 - October 2002
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2002 - Present
Piper Jaffray August 1993 - October 2002
Paine Webber May 1988 - August 1993
American Express December 1986 - May 1988
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investment Banking, Investments, Finance, Management, Series 7, Asset Allocation, Mutual Funds, Series 63, Series 66, Financial Modeling, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1981 — 1986
B.S., Finance
Robert W. Baird & Co. October 2002 - Present
Piper Jaffray August 1993 - October 2002
Paine Webber May 1988 - August 1993
American Express December 1986 - May 1988
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investment Banking, Investments, Finance, Management, Series 7, Asset Allocation, Mutual Funds, Series 63, Series 66, Financial Modeling, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 1981 — 1986
B.S., Finance
Carol Osnes's Piper Jaffray Experience 2006 - 2010
Job Vice President of Operations at Yankee Eye Clinic / Rosemount Eye Clinic
Industry Medical Practice
Experience
Yankee Eye Clinic / Rosemount Eye Clinic June 2013 - Present
Piper Jaffray 2006 - 2010
Skills
Strategic Planning, Team Building, Customer Service
Education
Anoka Ramsey Community College 1981 — 1982
Business
Yankee Eye Clinic / Rosemount Eye Clinic June 2013 - Present
Piper Jaffray 2006 - 2010
Skills
Strategic Planning, Team Building, Customer Service
Education
Anoka Ramsey Community College 1981 — 1982
Business
betsy lefler's Piper Jaffray Experience March 2008 - May 2010
Job Financial Svcs. Compliance Consultant at n/a
Industry Investment Banking
Experience
Self-employed 2013 - Present
KeyBanc Capital Markets May 2010 - January 2013
Piper Jaffray March 2008 - May 2010
Wachovia August 1999 - January 2007
Skills
FINRA, Securities, Capital Markets, Series 24, Equities, Private Equity, Series 7, Hedge Funds, Private Placements, Mergers & Acquisitions, Investment Banking, AML, Series 63, Fixed Income, Corporate Governance
Education
Bates College
George Mason University School of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Self-employed 2013 - Present
KeyBanc Capital Markets May 2010 - January 2013
Piper Jaffray March 2008 - May 2010
Wachovia August 1999 - January 2007
Skills
FINRA, Securities, Capital Markets, Series 24, Equities, Private Equity, Series 7, Hedge Funds, Private Placements, Mergers & Acquisitions, Investment Banking, AML, Series 63, Fixed Income, Corporate Governance
Education
Bates College
George Mason University School of Law
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Jason Reich's Piper Jaffray Experience June 1998 - March 2000
Job Principal Application Analyst at DST Systems Inc
Industry Financial Services
Experience
DST Systems September 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Investments August 2006 - January 2011
Wells Fargo Investments March 2004 - August 2006
Wells Fargo Investments January 2002 - March 2004
Sentry Insurance October 2000 - September 2001
TCF Bank March 2000 - October 2000
Piper Jaffray June 1998 - March 2000
Skills
Mutual Funds, Risk Management, Investments, Banking, Financial Services, Process Improvement, Securities, Series 7, Customer Service, Management
Education
Bemidji State University 1998 — 2003
Bachelor's Degree, Business Administration: Emphasis Marketing
DST Systems September 2012 - Present
Wells Fargo Advisors January 2011 - August 2012
Wells Fargo Investments August 2006 - January 2011
Wells Fargo Investments March 2004 - August 2006
Wells Fargo Investments January 2002 - March 2004
Sentry Insurance October 2000 - September 2001
TCF Bank March 2000 - October 2000
Piper Jaffray June 1998 - March 2000
Skills
Mutual Funds, Risk Management, Investments, Banking, Financial Services, Process Improvement, Securities, Series 7, Customer Service, Management
Education
Bemidji State University 1998 — 2003
Bachelor's Degree, Business Administration: Emphasis Marketing
Jonathan Wolf's Piper Jaffray Experience 2004 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Mizuho Securities USA Inc. July 2013 - April 2014
Piper Jaffray 2004 - 2012
Robertson Stephens 1997 - 2002
Cowen and Company 1990 - 1997
Skills
Series 7, Equity Trading, Series 63, Equities, Electronic Trading, Bloomberg, Equity Research, Hedge Funds, ETFs, Trading, Investments, Options, Capital Markets
Education
SUNY Binghamton 1985 — 1989
Bachelor of Arts (B.A.), Economics
Mizuho Securities USA Inc. July 2013 - April 2014
Piper Jaffray 2004 - 2012
Robertson Stephens 1997 - 2002
Cowen and Company 1990 - 1997
Skills
Series 7, Equity Trading, Series 63, Equities, Electronic Trading, Bloomberg, Equity Research, Hedge Funds, ETFs, Trading, Investments, Options, Capital Markets
Education
SUNY Binghamton 1985 — 1989
Bachelor of Arts (B.A.), Economics
Kevin Bach's Piper Jaffray Experience November 2013 - Present
Job Database Administrator at Piper Jaffray
Industry Information Technology and Services
Experience
Personal Project October 2014 - Present
Piper Jaffray November 2013 - Present
Westinghouse Electric Company August 2008 - November 2013
Hudson Global Resources; Robert Half International - Accountemps January 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, SAP, Visio, Databases, SharePoint, SQL, Java, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio
Education
Augsburg College 2007 — 2012
Bachelor of Science (B.S.), Computer Science, 4.0 - Summa Cum Laude
Saint Paul College-A Community and Technical College 1999 — 2002
Microsoft Network Administration Technical Certificate, Computer Systems Networking and Telecommunications, 4.0
Personal Project October 2014 - Present
Piper Jaffray November 2013 - Present
Westinghouse Electric Company August 2008 - November 2013
Hudson Global Resources; Robert Half International - Accountemps January 2007 - July 2007
Skills
Microsoft Excel, Microsoft Word, SAP, Visio, Databases, SharePoint, SQL, Java, Microsoft Access, Microsoft Outlook, Microsoft PowerPoint, Microsoft Visio
Education
Augsburg College 2007 — 2012
Bachelor of Science (B.S.), Computer Science, 4.0 - Summa Cum Laude
Saint Paul College-A Community and Technical College 1999 — 2002
Microsoft Network Administration Technical Certificate, Computer Systems Networking and Telecommunications, 4.0
Steven Marconi's Piper Jaffray Experience June 2008 - December 2010
Job Manager, Corporate Finance & Strategic Development at Pearson plc
Industry Publishing
Experience
Pearson plc January 2011 - Present
Piper Jaffray June 2008 - December 2010
CIBC World Markets June 2007 - August 2007
Ski Barn 2001 - 2007
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Finance & Economics
Bergen Catholic High School 2000 — 2004
Pearson plc January 2011 - Present
Piper Jaffray June 2008 - December 2010
CIBC World Markets June 2007 - August 2007
Ski Barn 2001 - 2007
Education
Boston College 2004 — 2008
Bachelor of Science (BS), Finance & Economics
Bergen Catholic High School 2000 — 2004
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS