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
Eric Scriven Eric Scriven's Piper Jaffray Experience June 2002 - April 2006
Job Principal at NHA Advisors LLC
Industry Financial Services
Experience
NHA Advisors LLC July 2014 - Present
P2 Capital Advisors 2011 - June 2014
De La Rosa & Co. April 2006 - October 2011
Piper Jaffray June 2002 - April 2006
Kosmont Financial Services, LLC January 2001 - June 2002
Public Asset Management, Inc. January 1996 - January 2001
Sutro & Co., Inc. September 1990 - June 1994
McMahan Real Estate Advisors June 1988 - September 1990
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1993
MBA, Strategy, Marketing
University of California, Berkeley 1981 — 1985
B.S., Finance, Urban Land Economics
NHA Advisors LLC July 2014 - Present
P2 Capital Advisors 2011 - June 2014
De La Rosa & Co. April 2006 - October 2011
Piper Jaffray June 2002 - April 2006
Kosmont Financial Services, LLC January 2001 - June 2002
Public Asset Management, Inc. January 1996 - January 2001
Sutro & Co., Inc. September 1990 - June 1994
McMahan Real Estate Advisors June 1988 - September 1990
Education
University of California, Berkeley - Walter A. Haas School of Business 1990 — 1993
MBA, Strategy, Marketing
University of California, Berkeley 1981 — 1985
B.S., Finance, Urban Land Economics
Chad Warpinski Chad Warpinski's Piper Jaffray Experience July 2006 - March 2009
Job
Industry Building Materials
Experience
Amerhart October 2013 - Present
Amerhart June 2012 - September 2013
BevMo! March 2009 - June 2012
Piper Jaffray July 2006 - March 2009
Stonehill Group LLP September 2004 - June 2006
Skills
Financial Modeling, Company Valuation, Customer Insight, CRM, Marketing Analytics, Financial Analysis, Strategic Financial..., M&A Analysis, M&A Execution, M&A execution, M&A analysis, Analysis, Finance, Leadership, Management, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
Amerhart October 2013 - Present
Amerhart June 2012 - September 2013
BevMo! March 2009 - June 2012
Piper Jaffray July 2006 - March 2009
Stonehill Group LLP September 2004 - June 2006
Skills
Financial Modeling, Company Valuation, Customer Insight, CRM, Marketing Analytics, Financial Analysis, Strategic Financial..., M&A Analysis, M&A Execution, M&A execution, M&A analysis, Analysis, Finance, Leadership, Management, Strategic Planning
Education
University of Minnesota - Carlson School of Management 2002 — 2006
BSB, Finance
Bill Benjamin Bill Benjamin's Piper Jaffray Experience February 1993 - August 2006
Job Chief Executive Officer
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. June 2008 - Present
UBS Financial Services, Inc December 2006 - December 2007
Piper Jaffray February 1993 - August 2006
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance and Strategic Management
St. Olaf College
Bachelor of Arts (BA), Mathematics and Economics
U.S. Bancorp Investments, Inc. June 2008 - Present
UBS Financial Services, Inc December 2006 - December 2007
Piper Jaffray February 1993 - August 2006
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance and Strategic Management
St. Olaf College
Bachelor of Arts (BA), Mathematics and Economics
Brett Alber Brett Alber's Piper Jaffray Experience June 1999 - June 2013
Job Partner Celadon Managed Wealth
Industry Financial Services
Experience
Celadon Managed Wealth October 2013 - Present
Piper Jaffray June 1999 - June 2013
Vector Securities January 1998 - May 1999
Skills
Equities, Series 7, Series 63, Bloomberg, Trading, Capital Markets, Securities, Hedge Funds, Investments, Financial Markets, Derivatives, Equity Trading
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Arts (BA), International Relations and Affairs
University of Miami 1990 — 1991
Breck School 1986 — 1990
Celadon Managed Wealth October 2013 - Present
Piper Jaffray June 1999 - June 2013
Vector Securities January 1998 - May 1999
Skills
Equities, Series 7, Series 63, Bloomberg, Trading, Capital Markets, Securities, Hedge Funds, Investments, Financial Markets, Derivatives, Equity Trading
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Arts (BA), International Relations and Affairs
University of Miami 1990 — 1991
Breck School 1986 — 1990
Shane Sokol Shane Sokol's Piper Jaffray Experience August 2003 - December 2006
Job CEO, Equity Analyst & Financial Writer
Industry Financial Services
Experience
Falcon Equity Research, LLC April 2004 - Present
Lipper, Inc., A ThomsonReuters Company October 2007 - March 2011
Piper Jaffray August 2003 - December 2006
Raymond James February 1996 - March 2002
Skills
Equity Compensation, Mutual Funds, Fixed Income, Financial Markets, Investor Relations, Financial Reporting, Compliance, Series 7, Accounting, Equity Research, Restricted Stock, Financial Writing, Regulatory Reporting, Trading, FINRA, SEC Regulations, Rule 144, Market Making, Retirement Planning, SEC Reporting, Small Cap, Micro-Cap, Asset Management, Investments, Financial Analysis, Investment Management, IPO, Options, Securities, Fund Of Funds, Equity Valuation, Settlement, Managerial Finance, Equities
Education
Western Governors University
Bachelor of Science
University of Florida
Pinellas Park High School
Falcon Equity Research, LLC April 2004 - Present
Lipper, Inc., A ThomsonReuters Company October 2007 - March 2011
Piper Jaffray August 2003 - December 2006
Raymond James February 1996 - March 2002
Skills
Equity Compensation, Mutual Funds, Fixed Income, Financial Markets, Investor Relations, Financial Reporting, Compliance, Series 7, Accounting, Equity Research, Restricted Stock, Financial Writing, Regulatory Reporting, Trading, FINRA, SEC Regulations, Rule 144, Market Making, Retirement Planning, SEC Reporting, Small Cap, Micro-Cap, Asset Management, Investments, Financial Analysis, Investment Management, IPO, Options, Securities, Fund Of Funds, Equity Valuation, Settlement, Managerial Finance, Equities
Education
Western Governors University
Bachelor of Science
University of Florida
Pinellas Park High School
Christopher So Christopher So's Piper Jaffray Experience June 2013 - August 2013
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2014 - Present
Piper Jaffray June 2013 - August 2013
Union Bank June 2012 - May 2013
Skills
Financial Modeling, Investment Banking, DCF Valuation, Mergers & Acquisitions, LBO, Capital Markets, Corporate Finance, Valuation, Finance
Education
UCSD 2009 — 2013
Political Economy, Accounting and Finance
Castro Valley High School
Barclays June 2014 - Present
Piper Jaffray June 2013 - August 2013
Union Bank June 2012 - May 2013
Skills
Financial Modeling, Investment Banking, DCF Valuation, Mergers & Acquisitions, LBO, Capital Markets, Corporate Finance, Valuation, Finance
Education
UCSD 2009 — 2013
Political Economy, Accounting and Finance
Castro Valley High School
Sheldon Lewis Sheldon Lewis's Piper Jaffray Experience July 2008 - August 2009
Job VP of Business Development at PayLease
Industry Computer Software
Experience
PayLease September 2014 - Present
eSUB Construction Software January 2015 - Present
PayLease March 2013 - September 2014
Mainsail Partners December 2011 - March 2013
Mainsail Partners August 2009 - December 2011
Piper Jaffray July 2008 - August 2009
Transition Partners July 2007 - July 2008
Boulder Wealth Management January 2007 - May 2008
Deloitte & Touche May 2006 - August 2006
Skills
Venture Capital, Strategy, Restructuring, Portfolio Management, Equities, Start-ups, Finance, Corporate Development, Accounting, Entrepreneurship, Business Strategy, Strategic Partnerships, Business Planning, Financial Modeling, Investments, Executive Management, Mergers & Acquisitions, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2008
Masters of Science, Accounting
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science, Business Administration with Finance Emphasis
PayLease September 2014 - Present
eSUB Construction Software January 2015 - Present
PayLease March 2013 - September 2014
Mainsail Partners December 2011 - March 2013
Mainsail Partners August 2009 - December 2011
Piper Jaffray July 2008 - August 2009
Transition Partners July 2007 - July 2008
Boulder Wealth Management January 2007 - May 2008
Deloitte & Touche May 2006 - August 2006
Skills
Venture Capital, Strategy, Restructuring, Portfolio Management, Equities, Start-ups, Finance, Corporate Development, Accounting, Entrepreneurship, Business Strategy, Strategic Partnerships, Business Planning, Financial Modeling, Investments, Executive Management, Mergers & Acquisitions, Business Development
Education
University of Colorado Boulder - Leeds School of Business 2007 — 2008
Masters of Science, Accounting
University of Colorado Boulder - Leeds School of Business 2003 — 2007
Bachelor of Science, Business Administration with Finance Emphasis
Patrick O'Neill Patrick O'Neill's Piper Jaffray Experience June 1995 - September 1997
Job Director of Marketing at EdgeWave
Industry Marketing and Advertising
Experience
EdgeWave September 2012 - Present
Intuit September 2011 - September 2012
Milton's Fine Foods March 2011 - July 2011
Del Monte Foods June 2005 - January 2011
Young & Rubicam October 1997 - May 2003
Piper Jaffray June 1995 - September 1997
Morgan Stanley July 1994 - June 1995
Skills
Business Strategy, P&L Responsibility, Brand Development..., Marketing Strategy, Marketing..., Team Leadership, Product Management, Competitive Analysis, Market Analysis, Project Management, Customer Insight, Lead Generation, Marketing Communications, P
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA, Marketing
University of Washington 1990 — 1994
BA, Economics
EdgeWave September 2012 - Present
Intuit September 2011 - September 2012
Milton's Fine Foods March 2011 - July 2011
Del Monte Foods June 2005 - January 2011
Young & Rubicam October 1997 - May 2003
Piper Jaffray June 1995 - September 1997
Morgan Stanley July 1994 - June 1995
Skills
Business Strategy, P&L Responsibility, Brand Development..., Marketing Strategy, Marketing..., Team Leadership, Product Management, Competitive Analysis, Market Analysis, Project Management, Customer Insight, Lead Generation, Marketing Communications, P
Education
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2005
MBA, Marketing
University of Washington 1990 — 1994
BA, Economics
Chelle Gonzo Chelle Gonzo's Piper Jaffray Experience 1999 - 2003
Job SVP and Director of Business Strategy, National Sales, The Private Bank at Wells Fargo
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Wells Fargo September 2013 - Present
Wells Fargo 2007 - September 2013
FAF Advisors 2003 - 2007
Piper Jaffray 1999 - 2003
American Express Financial Advisors 1998 - 1999
Piper Jaffray 1993 - 1998
Minnesota Life 1986 - 1993
Honeywell 1985 - 1986
Education
University of Minnesota - Carlson School of Management
MBA, Marketing
University of Minnesota-Twin Cities
BA, Journalism
Henry Wagner Henry Wagner's Piper Jaffray Experience May 2012 - Present
Job VP, Municipal Trading at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2012 - Present
Sterne Agee February 2011 - May 2012
Nollenberger Capital Partners June 2009 - January 2011
Morgan Stanley 2008 - December 2009
Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BA, Finance
Piper Jaffray May 2012 - Present
Sterne Agee February 2011 - May 2012
Nollenberger Capital Partners June 2009 - January 2011
Morgan Stanley 2008 - December 2009
Skills
Municipal Bonds, Municipalities, Series 7, Trading, Wealth Management, Bloomberg, Real Estate, Valuation
Education
University of Colorado at Boulder - Leeds School of Business 2005 — 2009
BA, Finance
Phil Boyer Phil Boyer's Piper Jaffray Experience June 2010 - August 2010
Job Venture Associate at Crosslink Capital
Industry Venture Capital & Private Equity
Experience
Crosslink Capital July 2014 - Present
Tenfore Holdings May 2013 - June 2014
Credit Suisse July 2012 - May 2013
RBC Capital Markets August 2010 - July 2012
Piper Jaffray June 2010 - August 2010
Skills
Venture Capital, Start-ups, Financial Modeling, Due Diligence, Valuation, Private Equity, Equity Research, Technology, Big Data, E-commerce, Internet, Online Advertising, Online Gaming, Investments, Equity Valuation, Corporate Development, Corporate Strategy..., Business Strategy, Deal Sourcing, Quantitative Analytics, Financial Analysis, VBA, Finance, Industry Research, Competitive Analysis, Financial Statement..., Fundamental Analysis, Entrepreneurship
Education
University of Pennsylvania 2007 — 2010
BA, Economics
University of California, Santa Barbara 2006 — 2007
Crosslink Capital July 2014 - Present
Tenfore Holdings May 2013 - June 2014
Credit Suisse July 2012 - May 2013
RBC Capital Markets August 2010 - July 2012
Piper Jaffray June 2010 - August 2010
Skills
Venture Capital, Start-ups, Financial Modeling, Due Diligence, Valuation, Private Equity, Equity Research, Technology, Big Data, E-commerce, Internet, Online Advertising, Online Gaming, Investments, Equity Valuation, Corporate Development, Corporate Strategy..., Business Strategy, Deal Sourcing, Quantitative Analytics, Financial Analysis, VBA, Finance, Industry Research, Competitive Analysis, Financial Statement..., Fundamental Analysis, Entrepreneurship
Education
University of Pennsylvania 2007 — 2010
BA, Economics
University of California, Santa Barbara 2006 — 2007
Steven Resnik Steven Resnik's Piper Jaffray Experience July 2012 - September 2014
Job Senior Analyst at Fifth Street Management LLC
Industry Financial Services
Experience
Fifth Street Management LLC September 2014 - Present
Piper Jaffray July 2012 - September 2014
Ernst & Young June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Accounting
Fifth Street Management LLC September 2014 - Present
Piper Jaffray July 2012 - September 2014
Ernst & Young June 2011 - August 2011
The Private Bank And Trust Company May 2010 - August 2010
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance and Accounting
ZAK Warren Ambrose's Piper Jaffray Experience May 1999 - September 2000
Job Strategy Consultant
Industry Internet
Experience
Level The Market February 2013 - Present
Quality Media July 2013 - November 2013
Deloitte January 2001 - September 2003
Piper Jaffray May 1999 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Corporate Development, Intangible Assets, Business Valuation, Business Strategy, Business Analysis, New Business Development, Statistical Data..., Operations Management, Budgets, Forecasting, Consulting
Education
University of Southern California - Marshall School of Business 1997 — 2000
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
University of Southern California - Marshall School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations, 3.67
University of Arizona 1995 — 1996
Level The Market February 2013 - Present
Quality Media July 2013 - November 2013
Deloitte January 2001 - September 2003
Piper Jaffray May 1999 - September 2000
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Corporate Finance, Corporate Development, Intangible Assets, Business Valuation, Business Strategy, Business Analysis, New Business Development, Statistical Data..., Operations Management, Budgets, Forecasting, Consulting
Education
University of Southern California - Marshall School of Business 1997 — 2000
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
University of Southern California - Marshall School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Entrepreneurial and Small Business Operations, 3.67
University of Arizona 1995 — 1996
Adam Letson's Piper Jaffray Experience September 2011 - May 2013
Job Associate at TT Capital Partners (TripleTree)
Industry Venture Capital & Private Equity
Experience
TT Capital Partners May 2013 - Present
Piper Jaffray September 2011 - May 2013
Piper Jaffray April 2011 - September 2011
Piper Jaffray June 2010 - August 2010
Northland Capital Markets March 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Financial Reporting, Financial Services, Investments, Bloomberg, Mutual Funds, Valuation, Equities, Private Equity, Capital Markets, Hedge Funds, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Finance
TT Capital Partners May 2013 - Present
Piper Jaffray September 2011 - May 2013
Piper Jaffray April 2011 - September 2011
Piper Jaffray June 2010 - August 2010
Northland Capital Markets March 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Financial Reporting, Financial Services, Investments, Bloomberg, Mutual Funds, Valuation, Equities, Private Equity, Capital Markets, Hedge Funds, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2006 — 2010
BSB, Finance
Tracie Honerbrink Tracie Honerbrink's Piper Jaffray Experience January 2003 - December 2005
Job
Industry Mechanical or Industrial Engineering
Experience
Donaldson August 2015 - Present
Donaldson January 2011 - August 2015
Thomson Reuters October 2006 - December 2010
Hewitt Associates December 2005 - October 2006
Piper Jaffray January 2003 - December 2005
Skills
Talent Acquisition, Applicant Tracking..., Recruitment/Retention, Taleo, Human Resources, Engineering, Finance, Internet Recruiting, Technical Recruiting, College Recruiting, Sourcing, Contract Recruitment, Talent Management, Screening, Onboarding, Recruiting, Recruitment Advertising, Screening Resumes, Employee Training, Leadership, Employee Benefits
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Management with Emphasis in HR
Donaldson August 2015 - Present
Donaldson January 2011 - August 2015
Thomson Reuters October 2006 - December 2010
Hewitt Associates December 2005 - October 2006
Piper Jaffray January 2003 - December 2005
Skills
Talent Acquisition, Applicant Tracking..., Recruitment/Retention, Taleo, Human Resources, Engineering, Finance, Internet Recruiting, Technical Recruiting, College Recruiting, Sourcing, Contract Recruitment, Talent Management, Screening, Onboarding, Recruiting, Recruitment Advertising, Screening Resumes, Employee Training, Leadership, Employee Benefits
Education
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
BBA, Management with Emphasis in HR
Ankur Mittal Ankur Mittal's Piper Jaffray Experience 2012 - 2012
Job Senior Financial Analyst at Amazon
Industry Consumer Goods
Experience
Amazon September 2014 - Present
Amazon May 2013 - September 2014
Amazon May 2012 - August 2012
Catalyst Value Fund September 2011 - April 2012
Piper Jaffray 2012 - 2012
HSBC Holdings Plc September 2008 - August 2011
HSBC April 2005 - August 2008
TCS 2003 - 2005
Skills
Analytics, Financial Modeling, Project Management, Valuation, Business Strategy, Strategy, Investments, Competitive Analysis, Portfolio Management, Business Analysis, Marketing, Finance, Fixed Income, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Forecasting, Analysis, Cross-functional Team..., Risk Management, Management Consulting, Data Analysis, Business Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA
Netaji Subhas Institute of Technology 1999 — 2003
B Tech
St.Xaviers School - Delhi
Amazon September 2014 - Present
Amazon May 2013 - September 2014
Amazon May 2012 - August 2012
Catalyst Value Fund September 2011 - April 2012
Piper Jaffray 2012 - 2012
HSBC Holdings Plc September 2008 - August 2011
HSBC April 2005 - August 2008
TCS 2003 - 2005
Skills
Analytics, Financial Modeling, Project Management, Valuation, Business Strategy, Strategy, Investments, Competitive Analysis, Portfolio Management, Business Analysis, Marketing, Finance, Fixed Income, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Forecasting, Analysis, Cross-functional Team..., Risk Management, Management Consulting, Data Analysis, Business Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA
Netaji Subhas Institute of Technology 1999 — 2003
B Tech
St.Xaviers School - Delhi
Kirstin Fossey Kirstin Fossey's Piper Jaffray Experience October 2012 - January 2015
Job Analyst
Industry Financial Services
Experience
Morgan Stanley February 2015 - August 2015
Piper Jaffray October 2012 - January 2015
The Reserve July 2009 - August 2012
Skills
Public Relations, Marketing, Marketing Strategy, Strategic Planning
Education
University of California, Los Angeles 2009 — 2010
Public Relations, Advertising, and Applied Communication
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Morgan Stanley February 2015 - August 2015
Piper Jaffray October 2012 - January 2015
The Reserve July 2009 - August 2012
Skills
Public Relations, Marketing, Marketing Strategy, Strategic Planning
Education
University of California, Los Angeles 2009 — 2010
Public Relations, Advertising, and Applied Communication
University of Minnesota-Twin Cities 1999 — 2003
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Patrick Hayden Patrick Hayden's Piper Jaffray Experience 1997 - 2005
Job CEE SuccessFactors/SAP
Industry Computer Software
Experience
SuccessFactors/SAP October 2014 - Present
State Street Global Services November 2012 - February 2014
State Street Global Markets 2007 - 2012
Wedbush Morgan 2005 - 2007
Piper Jaffray 1997 - 2005
Skills
Bloomberg, Trading, Equity Research, Fixed Income, Series 7, Trading Systems, Mutual Funds, Electronic Trading, Equities, Alternative Investments, Risk Management, FX Options, Hedge Funds, Strategy, Asset Allocation, Sales, Capital Markets, Financial Markets, Portfolio Management, Series 63, Investment Management, Investments, Securities, Derivatives, Financial Modeling, Investment Strategies, Investment Banking, Relationship Management, FINRA, Financial Services, Valuation, Bonds
Education
Salisbury School
University of Colorado at Boulder
Business/French
SuccessFactors/SAP October 2014 - Present
State Street Global Services November 2012 - February 2014
State Street Global Markets 2007 - 2012
Wedbush Morgan 2005 - 2007
Piper Jaffray 1997 - 2005
Skills
Bloomberg, Trading, Equity Research, Fixed Income, Series 7, Trading Systems, Mutual Funds, Electronic Trading, Equities, Alternative Investments, Risk Management, FX Options, Hedge Funds, Strategy, Asset Allocation, Sales, Capital Markets, Financial Markets, Portfolio Management, Series 63, Investment Management, Investments, Securities, Derivatives, Financial Modeling, Investment Strategies, Investment Banking, Relationship Management, FINRA, Financial Services, Valuation, Bonds
Education
Salisbury School
University of Colorado at Boulder
Business/French
Tony Lopez Tony Lopez's Piper Jaffray Experience January 2002 - August 2002
Job Helping families make smart financial decisions. (925) 9792343 Hablo Español
Industry Financial Services
Experience
MassMutual San Francisco October 2011 - Present
MassMutual Greater San Diego June 2007 - February 2015
inData Corporation January 2006 - June 2007
Piper Jaffray January 2002 - August 2002
Skills
Insurance, Strategic Financial..., Finance, Securities, Investments, Financial Planning, Sales, Mutual Funds, Analysis, Retirement Planning, Customer Service, Financial Analysis, Strategic Planning, Employee Benefits, Fixed Annuities, 401k, Microsoft Excel, PowerPoint, Team Leadership, Series 7
Education
University of California, San Diego 2003 — 2007
Economics
Junipero Serra High School
MassMutual San Francisco October 2011 - Present
MassMutual Greater San Diego June 2007 - February 2015
inData Corporation January 2006 - June 2007
Piper Jaffray January 2002 - August 2002
Skills
Insurance, Strategic Financial..., Finance, Securities, Investments, Financial Planning, Sales, Mutual Funds, Analysis, Retirement Planning, Customer Service, Financial Analysis, Strategic Planning, Employee Benefits, Fixed Annuities, 401k, Microsoft Excel, PowerPoint, Team Leadership, Series 7
Education
University of California, San Diego 2003 — 2007
Economics
Junipero Serra High School
Chris McCabe Chris McCabe's Piper Jaffray Experience August 2002 - June 2011
Job Managing Director at Cowen and Company
Industry Investment Banking
Experience
Cowen and Company June 2011 - Present
Piper Jaffray August 2002 - June 2011
Robertson Stephens October 1998 - August 2002
Education
University of South Carolina-Columbia 1982 — 1984
Master, International Business
University of Massachusetts, Amherst 1976 — 1981
BS, Political Science
Cowen and Company June 2011 - Present
Piper Jaffray August 2002 - June 2011
Robertson Stephens October 1998 - August 2002
Education
University of South Carolina-Columbia 1982 — 1984
Master, International Business
University of Massachusetts, Amherst 1976 — 1981
BS, Political Science
Alex Leb Alex Leb's Piper Jaffray Experience April 2008 - March 2011
Job Senior Manager at Activision Blizzard
Industry Entertainment
Experience
Activision Blizzard December 2014 - Present
Sony Pictures Entertainment March 2011 - December 2014
Piper Jaffray April 2008 - March 2011
Jefferies & Company July 2006 - April 2008
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Finance, Business Strategy, Strategic Partnerships, Competitive Analysis
Education
University of Michigan 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Activision Blizzard December 2014 - Present
Sony Pictures Entertainment March 2011 - December 2014
Piper Jaffray April 2008 - March 2011
Jefferies & Company July 2006 - April 2008
Skills
Investment Banking, Corporate Development, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Mergers & Acquisitions, Due Diligence, Private Equity, Strategy, Finance, Business Strategy, Strategic Partnerships, Competitive Analysis
Education
University of Michigan 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Deborah Kelley Deborah Kelley's Piper Jaffray Experience September 2009 - June 2011
Job Managing Director at 101 California Street, 31st Floor
Industry Banking
Experience
Employer prohibits identification on LinkedIn - January 2012 - Present
MF Global June 2011 - January 2012
Piper Jaffray September 2009 - June 2011
BNP Paribas May 2004 - August 2009
ABN AMRO September 1996 - May 2004
Kemper Corporation January 1989 - September 1996
Skills
Fixed Income, Electronic Trading, Structured Products, Swaps, Derivatives, Capital Markets, Trading Systems, Bonds, Trading, Financial Markets, Bloomberg, Credit, Series 7, Investment Banking, Options, Securities, Alternative Investments, Portfolio Management, Emerging Markets, Series 63
Education
University of Denver - Daniels College of Business
BSBA, Business
Employer prohibits identification on LinkedIn - January 2012 - Present
MF Global June 2011 - January 2012
Piper Jaffray September 2009 - June 2011
BNP Paribas May 2004 - August 2009
ABN AMRO September 1996 - May 2004
Kemper Corporation January 1989 - September 1996
Skills
Fixed Income, Electronic Trading, Structured Products, Swaps, Derivatives, Capital Markets, Trading Systems, Bonds, Trading, Financial Markets, Bloomberg, Credit, Series 7, Investment Banking, Options, Securities, Alternative Investments, Portfolio Management, Emerging Markets, Series 63
Education
University of Denver - Daniels College of Business
BSBA, Business
Charles C. Duncan Charles C. Duncan's Piper Jaffray Experience December 2012 - Present
Job Managing Director & Senior Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray December 2012 - Present
JMP Securities November 2002 - December 2012
Skills
Biotechnology, Equities, Equity Research, Healthcare, Corporate Development
Education
University of Colorado at Boulder
Doctor of Philosophy (PhD), Pharmaceutical Sciences, Neuropharmacology
University of Wisconsin-Madison
Bachelor of Science (BS), Zoology
Piper Jaffray December 2012 - Present
JMP Securities November 2002 - December 2012
Skills
Biotechnology, Equities, Equity Research, Healthcare, Corporate Development
Education
University of Colorado at Boulder
Doctor of Philosophy (PhD), Pharmaceutical Sciences, Neuropharmacology
University of Wisconsin-Madison
Bachelor of Science (BS), Zoology
Kevin Guiang Kevin Guiang's Piper Jaffray Experience October 2013 - September 2014
Job Investment Banking Analyst at Citi
Industry Investment Banking
Experience
Citi September 2014 - Present
Piper Jaffray October 2013 - September 2014
Skills
Photoshop, Final Cut Pro, Data Analysis, Financial Modeling, Data Visualization, Data Mining, R
Education
University of California, San Diego 2010 — 2013
Bachelor of Arts (B.A.), Political Science/International Relations, 3.78
Chino Hills High School 2006 — 2010
Citi September 2014 - Present
Piper Jaffray October 2013 - September 2014
Skills
Photoshop, Final Cut Pro, Data Analysis, Financial Modeling, Data Visualization, Data Mining, R
Education
University of California, San Diego 2010 — 2013
Bachelor of Arts (B.A.), Political Science/International Relations, 3.78
Chino Hills High School 2006 — 2010
Jenn Schoen Jenn Schoen's Piper Jaffray Experience July 2012 - July 2013
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School July 2015 - Present
Hudson Clean Energy October 2013 - July 2015
Piper Jaffray July 2012 - July 2013
Piper Jaffray July 2010 - July 2012
Merritt Research Services LLC August 2009 - December 2009
Univeristy of Iowa Krause Fund August 2009 - December 2009
PCTEL June 2009 - August 2009
Kappa Alpha Theta Fraternity January 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, LBO, M&A experience, Investment Banking, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance, Economics
The Wharton School July 2015 - Present
Hudson Clean Energy October 2013 - July 2015
Piper Jaffray July 2012 - July 2013
Piper Jaffray July 2010 - July 2012
Merritt Research Services LLC August 2009 - December 2009
Univeristy of Iowa Krause Fund August 2009 - December 2009
PCTEL June 2009 - August 2009
Kappa Alpha Theta Fraternity January 2008 - December 2008
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Financial Modeling, LBO, M&A experience, Investment Banking, Financial Analysis, Investments, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
BBA, Finance, Economics
Scott Margolis Scott Margolis's Piper Jaffray Experience April 2012 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Joshua Levine Joshua Levine's Piper Jaffray Experience January 2009 - March 2010
Job Fixed income sales at Goldman sachs
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs April 2010 - December 2014
Piper Jaffray January 2009 - March 2010
Barclays Capital June 2004 - October 2008
Skills
Fixed Income, Bloomberg, Hedge Funds, Bonds, Structured Products, Series 7, Valuation, Capital Markets, Investments, Derivatives, Securities, Financial Markets, Series 63, Rates, ABS, Money Market, Cash Management
Education
University of Maryland College Park 2002 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Maryland College Park 1991 — 1995
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Goldman Sachs January 2015 - Present
Goldman Sachs April 2010 - December 2014
Piper Jaffray January 2009 - March 2010
Barclays Capital June 2004 - October 2008
Skills
Fixed Income, Bloomberg, Hedge Funds, Bonds, Structured Products, Series 7, Valuation, Capital Markets, Investments, Derivatives, Securities, Financial Markets, Series 63, Rates, ABS, Money Market, Cash Management
Education
University of Maryland College Park 2002 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Maryland College Park 1991 — 1995
Bachelor of Science (BS), Logistics, Materials, and Supply Chain Management
Ning (Jerry) Yang's Piper Jaffray Experience December 2013 - Present
Job Equity Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray December 2013 - Present
Medtronic December 2009 - December 2013
Skills
Biotechnology, Research, Patents, Algorithms, Engineering, Licensing, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Equities, Medical Devices
Education
Penn State University 2005 — 2009
Ph.D., Biomedical Engineering, GPA: 3.91/4.0
University of California, Riverside 2003 — 2005
Master of Science, Mechanical Engineering, GPA: 3.96
Zhejiang University 1998 — 2002
Bachelor of Science, Mechanical Engineering, GPA: 84/100
Piper Jaffray December 2013 - Present
Medtronic December 2009 - December 2013
Skills
Biotechnology, Research, Patents, Algorithms, Engineering, Licensing, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Equities, Medical Devices
Education
Penn State University 2005 — 2009
Ph.D., Biomedical Engineering, GPA: 3.91/4.0
University of California, Riverside 2003 — 2005
Master of Science, Mechanical Engineering, GPA: 3.96
Zhejiang University 1998 — 2002
Bachelor of Science, Mechanical Engineering, GPA: 84/100
Dan Shapiro's Piper Jaffray Experience 1996 - 1999
Job Regional Sales Manager at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo January 2012 - Present
Juvenile Diabetes Research Foundation June 2012 - Present
Comerica September 2010 - January 2012
GE Antares Capital August 2002 - April 2010
Robertson Stephens July 2000 - July 2002
Piper Jaffray 1996 - 1999
Skills
Debt, Leveraged Finance, Private Equity, Cleantech, Food & Beverage, Deal Structuring, Commercial Banking, Manufacturing, Distribution, Underwriting, Complex Transactions, M&A due diligence, Mergers, Factoring, Asset Based Lending, Cash Flow Lending, Hedging, Foreign Exchange..., Commodities, Investment Banking, Real Estate Financing, Technology, Payment Industry, Venture Capital, Strategy, Mergers, Loans, Financial Analysis, Due Diligence, Credit Analysis, Commercial Lending, Banking, Mergers & Acquisitions, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan 1996 — 2000
BA
Hopkins High School 1993 — 1996
St. Louis Park Senior High 1992 — 1993
Wells Fargo January 2012 - Present
Juvenile Diabetes Research Foundation June 2012 - Present
Comerica September 2010 - January 2012
GE Antares Capital August 2002 - April 2010
Robertson Stephens July 2000 - July 2002
Piper Jaffray 1996 - 1999
Skills
Debt, Leveraged Finance, Private Equity, Cleantech, Food & Beverage, Deal Structuring, Commercial Banking, Manufacturing, Distribution, Underwriting, Complex Transactions, M&A due diligence, Mergers, Factoring, Asset Based Lending, Cash Flow Lending, Hedging, Foreign Exchange..., Commodities, Investment Banking, Real Estate Financing, Technology, Payment Industry, Venture Capital, Strategy, Mergers, Loans, Financial Analysis, Due Diligence, Credit Analysis, Commercial Lending, Banking, Mergers & Acquisitions, Finance, Financial Modeling, Portfolio Management
Education
University of Michigan 1996 — 2000
BA
Hopkins High School 1993 — 1996
St. Louis Park Senior High 1992 — 1993
Vishal Vibhaker Vishal Vibhaker's Piper Jaffray Experience June 2009 - September 2009
Job
Industry Internet
Experience
UpCounsel, Inc. March 2014 - Present
Thirst Labs August 2012 - October 2013
viagogo September 2011 - August 2012
Piper Jaffray June 2009 - September 2009
Barnes & Noble June 2005 - September 2005
Skills
Quantitative Analytics, Marketing Research, Business Development, Data Analysis, Data Visualization, Data Mining, Digital Strategy, Economics, HTML, Currency, Market Analysis, Competitive Analysis, Market Research, CSS, SEM, Google Analytics, Marketing, Web Analytics, Start-ups, Microsoft Excel, Social Media Marketing, Management, Social Networking, Entrepreneurship, Marketing Strategy, Strategy, Social Media
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts
Education Abroad Program
Madrid, Spain
UpCounsel, Inc. March 2014 - Present
Thirst Labs August 2012 - October 2013
viagogo September 2011 - August 2012
Piper Jaffray June 2009 - September 2009
Barnes & Noble June 2005 - September 2005
Skills
Quantitative Analytics, Marketing Research, Business Development, Data Analysis, Data Visualization, Data Mining, Digital Strategy, Economics, HTML, Currency, Market Analysis, Competitive Analysis, Market Research, CSS, SEM, Google Analytics, Marketing, Web Analytics, Start-ups, Microsoft Excel, Social Media Marketing, Management, Social Networking, Entrepreneurship, Marketing Strategy, Strategy, Social Media
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts
Education Abroad Program
Madrid, Spain
Stacey Berlinger Stacey Berlinger's Piper Jaffray Experience May 2015 - Present
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Piper Jaffray June 2013 - Present
ALPS, A DST Company December 2012 - June 2013
ALPS, A DST Company December 2011 - December 2012
Boulder Tickets May 2011 - December 2011
Scottrade August 2010 - December 2010
Skills
Finance, Financial Services, Microsoft Office, Access, TA 2000, Customer Service, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Bloomberg, Series 7, Series 63, Series 52
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Colorado at Boulder 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Piper Jaffray May 2015 - Present
Piper Jaffray June 2013 - Present
ALPS, A DST Company December 2012 - June 2013
ALPS, A DST Company December 2011 - December 2012
Boulder Tickets May 2011 - December 2011
Scottrade August 2010 - December 2010
Skills
Finance, Financial Services, Microsoft Office, Access, TA 2000, Customer Service, Financial Reporting, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Bloomberg, Series 7, Series 63, Series 52
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Science (B.S.), Finance, General
University of Colorado at Boulder 2007 — 2011
Bachelor of Business Administration (BBA), Finance, General
Elizabeth Bart Elizabeth Bart's Piper Jaffray Experience August 2004 - August 2005
Job RISC Consultant at Key Bank
Industry Financial Services
Experience
KeyBank September 2011 - Present
KeyBanc Capital Markets November 2008 - September 2011
KeyBanc Capital Markets August 2005 - November 2008
Piper Jaffray August 2004 - August 2005
Morgan Stanley September 2002 - August 2004
Skills
Series 7, FINRA, Series 63, Hedge Funds
Education
University of Dayton 1997 — 2001
BS, Education & Sports Medicine
KeyBank September 2011 - Present
KeyBanc Capital Markets November 2008 - September 2011
KeyBanc Capital Markets August 2005 - November 2008
Piper Jaffray August 2004 - August 2005
Morgan Stanley September 2002 - August 2004
Skills
Series 7, FINRA, Series 63, Hedge Funds
Education
University of Dayton 1997 — 2001
BS, Education & Sports Medicine
Michael Kurhajetz Michael Kurhajetz's Piper Jaffray Experience 1998 - 2005
Job Experienced Public Education Mgmt Professional
Industry Education Management
Experience
Minneapolis Public Schools October 2014 - Present
KIPP New Orleans Schools July 2011 - September 2014
Broad Residency 2011 - 2013
Target June 2009 - November 2010
Target June 2007 - June 2009
Ford Motor Company May 2006 - August 2006
Piper Jaffray 1998 - 2005
Skills
Cross-functional Team..., Negotiation, Change Management, Business Process..., School Business..., Coaching and..., Leadership, Excel Models &..., Facilities Management, Product Development, Global Sourcing, Supply Chain Management, Product Management, Management, Merchandising, Competitive Analysis, Team Building
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
University of Minnesota-Twin Cities
BA
82nd St. School
Minneapolis Public Schools October 2014 - Present
KIPP New Orleans Schools July 2011 - September 2014
Broad Residency 2011 - 2013
Target June 2009 - November 2010
Target June 2007 - June 2009
Ford Motor Company May 2006 - August 2006
Piper Jaffray 1998 - 2005
Skills
Cross-functional Team..., Negotiation, Change Management, Business Process..., School Business..., Coaching and..., Leadership, Excel Models &..., Facilities Management, Product Development, Global Sourcing, Supply Chain Management, Product Management, Management, Merchandising, Competitive Analysis, Team Building
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2007
MBA
University of Minnesota-Twin Cities
BA
82nd St. School
Jonathan C. Ly Jonathan C. Ly's Piper Jaffray Experience March 2015 - Present
Job Vice President, Public Finance at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
Piper Jaffray March 2015 - Present
Benchmark Securities, LLC. January 2014 - March 2015
Blaylock Robert Van, LLC May 2012 - December 2013
CastleOak Securities, L.P. February 2011 - April 2012
Blaylock Robert Van, LLC July 2010 - February 2011
Ferrand Consulting Group November 2007 - May 2010
KeyBanc Capital Markets 2006 - 2007
Chapman and Cutler LLP August 1996 - November 2006
Skills
Financial Modeling, Capital Markets, Equities, Fixed Income, Portfolio Management, Investments, Alternative Investments, Risk Management, Asset Management, Bonds, Due Diligence, Investment Banking, Series 7, Securities, Valuation, Investment Management, Bloomberg, Public Finance
Education
University of Illinois at Chicago 1991 — 1995
BA, Finance and Economics
John Samuelsen John Samuelsen's Piper Jaffray Experience 2003 - 2006
Job Financial/Business Analyst, Corporate Strategy
Industry Telecommunications
Experience
CenturyLink March 2015 - Present
CenturyLink October 2011 - Present
CenturyLink (formerly Qwest Communications) October 2006 - October 2011
Piper Jaffray 2003 - 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Access, Telecommunications, Forecasting, Corporate Finance, Strategic Financial..., Cross-functional Team..., Competitive Analysis, Business Planning, Strategic Planning, Business Strategy, Valuation, Financial Reporting, Business Intelligence, Variance Analysis, Pricing Strategy, Essbase, Market Research, Due Diligence, Strategy, Budgets, Business Process..., Mergers
Education
University of Colorado at Denver 2001 — 2002
MBA, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
BS, Finance
CenturyLink March 2015 - Present
CenturyLink October 2011 - Present
CenturyLink (formerly Qwest Communications) October 2006 - October 2011
Piper Jaffray 2003 - 2006
Skills
Financial Analysis, Financial Modeling, Business Analysis, Access, Telecommunications, Forecasting, Corporate Finance, Strategic Financial..., Cross-functional Team..., Competitive Analysis, Business Planning, Strategic Planning, Business Strategy, Valuation, Financial Reporting, Business Intelligence, Variance Analysis, Pricing Strategy, Essbase, Market Research, Due Diligence, Strategy, Budgets, Business Process..., Mergers
Education
University of Colorado at Denver 2001 — 2002
MBA, Business Administration and Management, General
University of Colorado at Boulder - Leeds School of Business 1995 — 1999
BS, Finance
Pat Pilouk's Piper Jaffray Experience 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray 2014 - Present
Houlihan Lokey 2012 - 2013
Disney Consumer Products 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Forecasting, Financial Reporting, Strategic Financial..., Competitive Analysis, Microsoft Excel, Accounting, Analysis, Mergers, Analytics, Business Strategy, Business Analysis, Quantitative Analytics, Market Research, Mergers & Acquisitions, Start-ups, Investment Banking, Business Valuation, Private Equity, Financial Planning
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Psychobiology
Piper Jaffray 2014 - Present
Houlihan Lokey 2012 - 2013
Disney Consumer Products 2011 - 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Forecasting, Financial Reporting, Strategic Financial..., Competitive Analysis, Microsoft Excel, Accounting, Analysis, Mergers, Analytics, Business Strategy, Business Analysis, Quantitative Analytics, Market Research, Mergers & Acquisitions, Start-ups, Investment Banking, Business Valuation, Private Equity, Financial Planning
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Science, Psychobiology
Thomas G. Grace CFA Thomas G. Grace CFA's Piper Jaffray Experience October 1974 - June 1980
Job Founder: Thos. G. Grace Advisors
Industry Investment Management
Experience
Thos. G. Grace Advisors 1987 - Present
Morgen Capital Management June 1993 - October 1995
Norwest Bank (now Wells Fargo) 1984 - 1986
Piper Jaffray October 1974 - June 1980
Investors Diversified Services October 1968 - February 1974
Skills
Investment Properties, Strategic Financial..., Financial Advisory, Thechnical Analysis, Equity Capital Markets, Fundamental Analysis, Quantitative Finance, Asset Management, Equities, Portfolio Management, Financial Services, Investments, Management, Mergers & Acquisitions, Insurance, Financial Analysis, Strategy, Small Business
Education
University of Colorado Boulder 1960 — 1964
BS (2), Engineering, Physics, Business
University of Colorado at Boulder 1960 — 1964
Bachelor of Science: Business. Bachelor of Science: Engineering Physics
Thos. G. Grace Advisors 1987 - Present
Morgen Capital Management June 1993 - October 1995
Norwest Bank (now Wells Fargo) 1984 - 1986
Piper Jaffray October 1974 - June 1980
Investors Diversified Services October 1968 - February 1974
Skills
Investment Properties, Strategic Financial..., Financial Advisory, Thechnical Analysis, Equity Capital Markets, Fundamental Analysis, Quantitative Finance, Asset Management, Equities, Portfolio Management, Financial Services, Investments, Management, Mergers & Acquisitions, Insurance, Financial Analysis, Strategy, Small Business
Education
University of Colorado Boulder 1960 — 1964
BS (2), Engineering, Physics, Business
University of Colorado at Boulder 1960 — 1964
Bachelor of Science: Business. Bachelor of Science: Engineering Physics
Jane Gmur Jane Gmur's Piper Jaffray Experience 1999 - 2003
Job Regional Gathering Chairman at Minnesota Mensa
Industry Computer Software
Experience
Minnesota Mensa July 2010 - Present
Minnesota Mensa August 2003 - Present
Minnesota Mensa April 2010 - April 2012
Minnesota Mensa September 2008 - May 2009
Minnesota Public Radio October 2003 - October 2007
Piper Jaffray 1999 - 2003
CMS Direct December 1990 - February 1999
PrimeNet October 1987 - December 1990
Metromail Corporation August 1984 - August 1987
Donnelly Marketing 1980 - 1984
Skills
Software Documentation, Program Management, Programming, Troubleshooting, Databases, Strategic Planning, Analysis, Training, Account Management, Fundraising, Software Development, Software Engineering, Nonprofits, Team Leadership, Visio, Access, Public Speaking
Education
University of Iowa 1974 — 1978
Bachelor of Science (BS), Computer Science
Minnesota Mensa July 2010 - Present
Minnesota Mensa August 2003 - Present
Minnesota Mensa April 2010 - April 2012
Minnesota Mensa September 2008 - May 2009
Minnesota Public Radio October 2003 - October 2007
Piper Jaffray 1999 - 2003
CMS Direct December 1990 - February 1999
PrimeNet October 1987 - December 1990
Metromail Corporation August 1984 - August 1987
Donnelly Marketing 1980 - 1984
Skills
Software Documentation, Program Management, Programming, Troubleshooting, Databases, Strategic Planning, Analysis, Training, Account Management, Fundraising, Software Development, Software Engineering, Nonprofits, Team Leadership, Visio, Access, Public Speaking
Education
University of Iowa 1974 — 1978
Bachelor of Science (BS), Computer Science
Stephen B. Clark Stephen B. Clark's Piper Jaffray Experience May 1990 - February 2001
Job Principal at S.B. Clark Companies
Industry Financial Services
Experience
S.B. Clark Companies February 2001 - Present
Piper Jaffray May 1990 - February 2001
Boettcher & Company, Inc. May 1977 - May 1990
Skills
Affordable Housing, Bonds, Fixed Income, Finance, Securities, Investments, Management, Non-profits, Investment Banking, Tax Credits, Public Finance, LIHTC, Series 7, Government, Nonprofits
Education
University of Colorado at Boulder 1975 — 1977
MPA, Masters of Public Administration
S.B. Clark Companies February 2001 - Present
Piper Jaffray May 1990 - February 2001
Boettcher & Company, Inc. May 1977 - May 1990
Skills
Affordable Housing, Bonds, Fixed Income, Finance, Securities, Investments, Management, Non-profits, Investment Banking, Tax Credits, Public Finance, LIHTC, Series 7, Government, Nonprofits
Education
University of Colorado at Boulder 1975 — 1977
MPA, Masters of Public Administration
Andrew Lubar Andrew Lubar's Piper Jaffray Experience December 1997 - February 2005
Job Senior Consultant at Improving Enterprises
Industry Information Technology and Services
Experience
Improving Enterprises August 2014 - Present
The Willow Group October 2012 - Present
The Willow Group February 2005 - July 2014
The Willow Group April 2010 - September 2012
The Willow Group February 2005 - April 2010
Piper Jaffray December 1997 - February 2005
US Bancorp Piper Jaffray 1997 - 2005
Cytrol/Price Waterhouse 1991 - 1997
Shearson Lehman Brothers February 1986 - July 1991
Consolidated Edison Company of New York October 1981 - February 1986
Skills
Integration, Management Consulting, Analysis, Databases, SDLC, Banking, Testing, Mergers & Acquisitions, Data Analysis, Business Process, Change Management, Business Process..., Risk Management, Team Leadership, Cross-functional Team..., Vendor Management, Project Management
Education
University of Minnesota - Carlson School of Management 1999 — 2006
MBA, Information Systems
University of Montana 1977 — 1981
BS, Business Administration
Improving Enterprises August 2014 - Present
The Willow Group October 2012 - Present
The Willow Group February 2005 - July 2014
The Willow Group April 2010 - September 2012
The Willow Group February 2005 - April 2010
Piper Jaffray December 1997 - February 2005
US Bancorp Piper Jaffray 1997 - 2005
Cytrol/Price Waterhouse 1991 - 1997
Shearson Lehman Brothers February 1986 - July 1991
Consolidated Edison Company of New York October 1981 - February 1986
Skills
Integration, Management Consulting, Analysis, Databases, SDLC, Banking, Testing, Mergers & Acquisitions, Data Analysis, Business Process, Change Management, Business Process..., Risk Management, Team Leadership, Cross-functional Team..., Vendor Management, Project Management
Education
University of Minnesota - Carlson School of Management 1999 — 2006
MBA, Information Systems
University of Montana 1977 — 1981
BS, Business Administration
NEIL DOUTHAT NEIL DOUTHAT's Piper Jaffray Experience March 1981 - January 1997
Job Senior Vice President Investments at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services April 2009 - Present
Truman Medical Center, Inc. 2002 - Present
Smith Barney January 1997 - April 2009
Citi Smith Barney 1997 - April 2009
Piper Jaffray March 1981 - January 1997
First National Bank of Kansas City January 1973 - February 1981
Skills
Asset Management, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Series 7, Strategic Planning, Strategy, Wealth Management
Education
University of Missouri-Columbia 1971 — 1972
MBA, Finance
University of Denver 1967 — 1971
BSBA, Business Administration
UBS Financial Services April 2009 - Present
Truman Medical Center, Inc. 2002 - Present
Smith Barney January 1997 - April 2009
Citi Smith Barney 1997 - April 2009
Piper Jaffray March 1981 - January 1997
First National Bank of Kansas City January 1973 - February 1981
Skills
Asset Management, Equities, Estate Planning, Finance, Financial Advisory, Financial Analysis, Investments, Leadership, Management, Portfolio Management, Series 7, Strategic Planning, Strategy, Wealth Management
Education
University of Missouri-Columbia 1971 — 1972
MBA, Finance
University of Denver 1967 — 1971
BSBA, Business Administration
Eileen Sene Eileen Sene's Piper Jaffray Experience May 2004 - August 2005
Job Risk Assurance Manager at PricewaterhouseCoopers
Industry Information Technology and Services
Experience
PricewaterhouseCoopers July 2007 - Present
Target June 2006 - August 2006
Piper Jaffray May 2004 - August 2005
Skills
SAP, IT Audit, Business Process, Controls Optimization, Internal Controls, SSAE 16, Internal Audit, Sarbanes-Oxley Act, External Audit, Business Process..., Auditing, Sarbanes-Oxley, Financial Risk, CISA, Assurance, Enterprise Risk..., SAS70, SOX 404, COSO, ITGC
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Accounting
PricewaterhouseCoopers July 2007 - Present
Target June 2006 - August 2006
Piper Jaffray May 2004 - August 2005
Skills
SAP, IT Audit, Business Process, Controls Optimization, Internal Controls, SSAE 16, Internal Audit, Sarbanes-Oxley Act, External Audit, Business Process..., Auditing, Sarbanes-Oxley, Financial Risk, CISA, Assurance, Enterprise Risk..., SAS70, SOX 404, COSO, ITGC
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2007
BBA, Finance, Accounting
Michael Vogel, CFA, CFP Michael Vogel, CFA, CFP's Piper Jaffray Experience June 2002 - July 2003
Job Portfolio Manager at GenCap Portfolio Management
Industry Investment Management
Experience
GenCap Portfolio Management February 2015 - Present
Quantum Capital Management September 2009 - February 2015
Vogel Financial Services January 2006 - 2009
Fidelity Capital Markets August 2003 - September 2005
Piper Jaffray June 2002 - July 2003
Sutro & Co. 1993 - 2001
Paine Webber May 1988 - August 1992
Skills
Fixed Income, Investments, Strategic Financial..., Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1981 — 1984
GenCap Portfolio Management February 2015 - Present
Quantum Capital Management September 2009 - February 2015
Vogel Financial Services January 2006 - 2009
Fidelity Capital Markets August 2003 - September 2005
Piper Jaffray June 2002 - July 2003
Sutro & Co. 1993 - 2001
Paine Webber May 1988 - August 1992
Skills
Fixed Income, Investments, Strategic Financial..., Management, Portfolio Management, Wealth Management, Asset Management, Asset Allocation
Education
University of California, Davis 1981 — 1984
Prent Houck Prent Houck's Piper Jaffray Experience 2004 - 2006
Job Financial Advisor, AAMS at Century Securities Associates, Inc
Industry Financial Services
Experience
Century Securities Associates, Inc June 2009 - Present
NxENRG, Inc and Columbia BioFuels, LLC 2007 - 2011
UBS Financial Services, Inc August 2006 - June 2009
Piper Jaffray 2004 - 2006
Integrated Environmental Technologies, LLC 1998 - 2003
Allied Technology Group, Inc 1995 - 1998
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Estate Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Risk Management, Financial Advisory, Series 7, Equities, Investments, Investment Advisory, Mutual Funds, Investment Management, ETFs, Finance, Options, Life Insurance, Alternative Investments, Financial Services, Stocks, Insurance, Financial Modeling, Financial Analysis, Mortgage Lending, Relationship Management, Long-term Care, Loans, Financial Planning, Strategic Planning, Customer Service, Management
Education
College of Financial Planning 2004 — 2005
AAMS, Financial Planning
Registered Professional Engineer 1998 — 1998
P.E., Chemical Engineering
University of Southern California 1983 — 1984
M.S., Petroleum Engineering
University of Southern California 1981 — 1982
B.S., Chemical Engineering
Sigma Phi Delta - Alpha Chapter - Engineering Fraternity 1981 — 1984
Master's Degree, Chemical and Petroleum Engineering
University of California, Riverside 1977 — 1980
Biomedical Sciences
Century Securities Associates, Inc June 2009 - Present
NxENRG, Inc and Columbia BioFuels, LLC 2007 - 2011
UBS Financial Services, Inc August 2006 - June 2009
Piper Jaffray 2004 - 2006
Integrated Environmental Technologies, LLC 1998 - 2003
Allied Technology Group, Inc 1995 - 1998
Skills
Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Estate Planning, Strategic Financial..., Asset Allocation, Investment Strategies, Risk Management, Financial Advisory, Series 7, Equities, Investments, Investment Advisory, Mutual Funds, Investment Management, ETFs, Finance, Options, Life Insurance, Alternative Investments, Financial Services, Stocks, Insurance, Financial Modeling, Financial Analysis, Mortgage Lending, Relationship Management, Long-term Care, Loans, Financial Planning, Strategic Planning, Customer Service, Management
Education
College of Financial Planning 2004 — 2005
AAMS, Financial Planning
Registered Professional Engineer 1998 — 1998
P.E., Chemical Engineering
University of Southern California 1983 — 1984
M.S., Petroleum Engineering
University of Southern California 1981 — 1982
B.S., Chemical Engineering
Sigma Phi Delta - Alpha Chapter - Engineering Fraternity 1981 — 1984
Master's Degree, Chemical and Petroleum Engineering
University of California, Riverside 1977 — 1980
Biomedical Sciences
Rhonda Vaughn Rhonda Vaughn's Piper Jaffray Experience October 2004 - July 2005
Job Positive, Organized, Dedicated, and Professional
Industry Executive Office
Experience
Coldwell Banker August 2011 - July 2013
MOPS International (FCC) March 2008 - May 2011
Piper Jaffray October 2004 - July 2005
Skills
Fundraising, Real Estate, Residential Homes, Investments, Selling, Marketing, Sales, Contract Negotiation, Negotiation, Customer Service, Event Planning, Social Networking, Buyer Representation, Relocation, Sellers, Microsoft Office, Strategic Planning, Listings, Single Family Homes, Online Marketing, Social Media Marketing, Short Sales, Leadership, First Time Home Buyers, Public Speaking
Education
University of Houston 2000 — 2003
bachelor of science, psychology
Armbrust Real Estate Institute
Real Estate License
Coldwell Banker August 2011 - July 2013
MOPS International (FCC) March 2008 - May 2011
Piper Jaffray October 2004 - July 2005
Skills
Fundraising, Real Estate, Residential Homes, Investments, Selling, Marketing, Sales, Contract Negotiation, Negotiation, Customer Service, Event Planning, Social Networking, Buyer Representation, Relocation, Sellers, Microsoft Office, Strategic Planning, Listings, Single Family Homes, Online Marketing, Social Media Marketing, Short Sales, Leadership, First Time Home Buyers, Public Speaking
Education
University of Houston 2000 — 2003
bachelor of science, psychology
Armbrust Real Estate Institute
Real Estate License
Julie Allinson Julie Allinson's Piper Jaffray Experience 1980 - 1984
Job President at eyebobs
Industry Wholesale
James E. Miller James E. Miller's Piper Jaffray Experience January 2000 - August 2006
Job Financial Advisor with Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates August 2014 - Present
UBS Financial Services August 2006 - July 2014
Piper Jaffray January 2000 - August 2006
Education
University of Iowa College of Law 1981 — 1983
JD, Law
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
BBA, Finance
Raymond James & Associates August 2014 - Present
UBS Financial Services August 2006 - July 2014
Piper Jaffray January 2000 - August 2006
Education
University of Iowa College of Law 1981 — 1983
JD, Law
University of Iowa - Henry B. Tippie College of Business 1977 — 1981
BBA, Finance
Devin Dupree Devin Dupree's Piper Jaffray Experience July 2012 - Present
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2012 - Present
Edgeview Partners May 2011 - August 2011
Ernst & Young 2007 - 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Florida
Piper Jaffray July 2012 - Present
Edgeview Partners May 2011 - August 2011
Ernst & Young 2007 - 2010
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
MBA
University of Florida
Danny Vitas's Piper Jaffray Experience June 2014 - August 2014
Job Structured Finance Analyst at Citi
Industry Higher Education
Experience
Citi June 2015 - Present
Piper Jaffray June 2014 - August 2014
Michigan Men's Rowing Team April 2013 - May 2014
Student Organized Funding Commission September 2012 - January 2013
Skills
Athletics, Economics, Statistics, Equities, Quantitative Analytics, Stata, Econometrics, Data Analysis
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Mathematics and Economics
Citi June 2015 - Present
Piper Jaffray June 2014 - August 2014
Michigan Men's Rowing Team April 2013 - May 2014
Student Organized Funding Commission September 2012 - January 2013
Skills
Athletics, Economics, Statistics, Equities, Quantitative Analytics, Stata, Econometrics, Data Analysis
Education
University of Michigan 2011 — 2015
Bachelor’s Degree, Mathematics and Economics
Benjamin Kaiser's Piper Jaffray Experience May 2015 - Present
Job Graduate from Berkeley | Haas School of Business
Industry Investment Banking
Experience
Piper Jaffray May 2015 - Present
J.P. Morgan June 2014 - August 2014
H.E.A. (non-profit) August 2012 - March 2014
Center for Responsible Business July 2013 - August 2013
IBM May 2013 - July 2013
Sigma Footwear Group June 2012 - August 2012
Kip Solutions November 2011 - May 2012
Deloitte April 2012 - April 2012
United Nations July 2011 - February 2012
Wells Fargo January 2012 - January 2012
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Management Concentration
Piper Jaffray May 2015 - Present
J.P. Morgan June 2014 - August 2014
H.E.A. (non-profit) August 2012 - March 2014
Center for Responsible Business July 2013 - August 2013
IBM May 2013 - July 2013
Sigma Footwear Group June 2012 - August 2012
Kip Solutions November 2011 - May 2012
Deloitte April 2012 - April 2012
United Nations July 2011 - February 2012
Wells Fargo January 2012 - January 2012
Education
University of California, Berkeley - Walter A. Haas School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Global Management Concentration
Alissa Montbriand's Piper Jaffray Experience 2003 - 2004
Job Digital business strategy, marketing, and ecommerce executive
Industry Retail
Experience
Carlson May 2015 - Present
Bloomin' Brands, Inc. 2013 - 2015
Staples 2012 - 2013
Staples 2011 - 2012
Best Buy 2008 - 2010
Best Buy 2007 - 2008
The Mercanti Group (acquired by Imperial Capital in 2009) 2002 - 2006
Piper Jaffray 2003 - 2004
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, New Business Development, Contract Negotiation, Retail, Innovation, Technology, Customer Insight, Competitive Strategy, Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Leadership, Content Strategy, Digital Marketing, Cross-functional Team..., Market Research, P&L Management, Social Media, Pricing, Analytics, Forecasting, E-commerce
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Strategy, Finance
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, Marketing, Entrepreneurial Studies
Carlson May 2015 - Present
Bloomin' Brands, Inc. 2013 - 2015
Staples 2012 - 2013
Staples 2011 - 2012
Best Buy 2008 - 2010
Best Buy 2007 - 2008
The Mercanti Group (acquired by Imperial Capital in 2009) 2002 - 2006
Piper Jaffray 2003 - 2004
Skills
Business Strategy, Strategic Planning, Strategic Partnerships, New Business Development, Contract Negotiation, Retail, Innovation, Technology, Customer Insight, Competitive Strategy, Financial Analysis, Valuation, Financial Modeling, Mergers & Acquisitions, Strategy, Leadership, Content Strategy, Digital Marketing, Cross-functional Team..., Market Research, P&L Management, Social Media, Pricing, Analytics, Forecasting, E-commerce
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Strategy, Finance
University of Minnesota - Carlson School of Management 1999 — 2003
BSB, Finance, Marketing, Entrepreneurial Studies
Kjartan Jansen Kjartan Jansen's Piper Jaffray Experience September 2001 - June 2002
Job Director at Springcreek Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Springcreek Advisors, LLC November 2009 - Present
Bifrost Corporation September 2011 - June 2012
Expansion Capital Partners May 2003 - June 2010
Piper Jaffray September 2001 - June 2002
Scient 2000 - 2001
Skills
Portfolio Management, Venture Capital, Valuation, Asset Management, Investments, Equity Research, Start-ups, Finance, Cleantech, Investment Management, Private Equity, Corporate Development, Due Diligence, Emerging Markets, Financial Modeling, Entrepreneurship, Business Development, Asset Managment, Mergers & Acquisitions
Education
CFA Institute 2012 — 2015
CFA Level III Candidate, Finance
University of Michigan 1997 — 1999
MA, Economics
University of Bergen (UiB) 1993 — 1997
Cand Mag, Economics
Universität Mannheim 1995 — 1996
Ruhrgas scholar, Economics
Springcreek Advisors, LLC November 2009 - Present
Bifrost Corporation September 2011 - June 2012
Expansion Capital Partners May 2003 - June 2010
Piper Jaffray September 2001 - June 2002
Scient 2000 - 2001
Skills
Portfolio Management, Venture Capital, Valuation, Asset Management, Investments, Equity Research, Start-ups, Finance, Cleantech, Investment Management, Private Equity, Corporate Development, Due Diligence, Emerging Markets, Financial Modeling, Entrepreneurship, Business Development, Asset Managment, Mergers & Acquisitions
Education
CFA Institute 2012 — 2015
CFA Level III Candidate, Finance
University of Michigan 1997 — 1999
MA, Economics
University of Bergen (UiB) 1993 — 1997
Cand Mag, Economics
Universität Mannheim 1995 — 1996
Ruhrgas scholar, Economics
Rory Taggart Rory Taggart's Piper Jaffray Experience July 2012 - October 2014
Job Investment Banking Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank November 2014 - Present
Piper Jaffray July 2012 - October 2014
Holbrook & Company March 2009 - May 2010
Rutberg & Company July 2008 - March 2009
Mosaic Capital July 2007 - July 2008
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Berkeley 2002 — 2006
Deutsche Bank November 2014 - Present
Piper Jaffray July 2012 - October 2014
Holbrook & Company March 2009 - May 2010
Rutberg & Company July 2008 - March 2009
Mosaic Capital July 2007 - July 2008
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA)
University of California, Berkeley 2002 — 2006
Ed Ferraioli's Piper Jaffray Experience September 2004 - October 2005
Job Account Executive Customer Base at Workday
Industry Financial Services
Experience
Workday April 2014 - Present
SunGard April 2013 - Present
Thomson Reuters November 2009 - March 2013
Thomson Reuters November 2005 - 2009
Piper Jaffray September 2004 - October 2005
Education
University of San Francisco - School of Management 2007 — 2010
MBA, Finance Emphasis
Brophy College Prep High School
University of Arizona, Eller College of Management
Workday April 2014 - Present
SunGard April 2013 - Present
Thomson Reuters November 2009 - March 2013
Thomson Reuters November 2005 - 2009
Piper Jaffray September 2004 - October 2005
Education
University of San Francisco - School of Management 2007 — 2010
MBA, Finance Emphasis
Brophy College Prep High School
University of Arizona, Eller College of Management
Scott Munro Scott Munro's Piper Jaffray Experience June 2009 - November 2010
Job Technical Program Manager
Industry Internet
Experience
Uber May 2014 - Present
Uber February 2013 - May 2014
Uber April 2011 - February 2013
Catappult November 2010 - April 2011
Piper Jaffray June 2009 - November 2010
Skills
Financial Modeling, Business Development, Financial Analysis, Data Analysis, Project Management, Start-ups, Analytics, Strategy, Entrepreneurship, PostgreSQL, Operations Management, Product Management, Valuation, Competitive Analysis, Business Strategy, Finance
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Physics & Economics
Westford Academy 2001 — 2005
Uber May 2014 - Present
Uber February 2013 - May 2014
Uber April 2011 - February 2013
Catappult November 2010 - April 2011
Piper Jaffray June 2009 - November 2010
Skills
Financial Modeling, Business Development, Financial Analysis, Data Analysis, Project Management, Start-ups, Analytics, Strategy, Entrepreneurship, PostgreSQL, Operations Management, Product Management, Valuation, Competitive Analysis, Business Strategy, Finance
Education
University of Massachusetts, Amherst 2005 — 2009
BA, Physics & Economics
Westford Academy 2001 — 2005
Clayton Fresk, CFA Clayton Fresk, CFA's Piper Jaffray Experience September 2005 - March 2007
Job Portfolio Manager at Stadion Money Management
Industry Financial Services
Experience
Stadion Money Management October 2009 - Present
RiverSource Investments, LLC March 2007 - August 2009
Piper Jaffray September 2005 - March 2007
Piper Jaffray March 2004 - September 2005
Piper Jaffray August 2001 - March 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1997 — 2001
Stadion Money Management October 2009 - Present
RiverSource Investments, LLC March 2007 - August 2009
Piper Jaffray September 2005 - March 2007
Piper Jaffray March 2004 - September 2005
Piper Jaffray August 2001 - March 2004
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA
University of Minnesota - Carlson School of Management 1997 — 2001
Nick Papadakis's Piper Jaffray Experience May 2013 - August 2013
Job Investment Banking Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Piper Jaffray May 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Finance
Redwood High School
J.P. Morgan September 2015 - Present
Wells Fargo Securities June 2014 - August 2015
Piper Jaffray May 2013 - August 2013
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Bachelor of Science (BS), Business Administration, Finance
Redwood High School
Paul Moon Paul Moon's Piper Jaffray Experience 1996 - 2001
Job Head of Business Development at FiveStars
Industry Internet
Experience
SK Telcom Americas October 2008 - September 2014
GridMaven, Inc. October 2008 - September 2014
Helio June 2005 - September 2008
SK Telecom Americas December 2001 - June 2005
Piper Jaffray 1996 - 2001
Skills
Strategy, Mobile Devices, Mobile Applications, Strategic Partnerships, Competitive Analysis, Marketing Strategy, Product Management, Business Strategy, Go-to-market Strategy, Business Development, Wireless, Start-ups, Product Marketing, User Experience, Telecommunications, Corporate Development, Mobile Technology, New Business Development, Management
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
SK Telcom Americas October 2008 - September 2014
GridMaven, Inc. October 2008 - September 2014
Helio June 2005 - September 2008
SK Telecom Americas December 2001 - June 2005
Piper Jaffray 1996 - 2001
Skills
Strategy, Mobile Devices, Mobile Applications, Strategic Partnerships, Competitive Analysis, Marketing Strategy, Product Management, Business Strategy, Go-to-market Strategy, Business Development, Wireless, Start-ups, Product Marketing, User Experience, Telecommunications, Corporate Development, Mobile Technology, New Business Development, Management
Education
University of California, Los Angeles
Bachelor of Arts (B.A.), Economics
Gregg Thatcher, CFA® Gregg Thatcher, CFA®'s Piper Jaffray Experience March 1989 - January 1997
Job Vice President Investments at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
HTE April 2001 - February 2011
Stifel Financial Corp. January 1997 - April 2000
Piper Jaffray March 1989 - January 1997
Skills
Nonprofits, Leadership, Public Speaking, Real Estate Development, Real Estate, Property Management, Securities, Brokerage, Investment Properties, Capital Markets, Financial Advisory, Finance, Financial Analysis, Portfolio Management
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Agricultural Economics
Fountain Valley School of Colorado
Raymond James Financial Inc. Vice President - InvestmentsRaymond James Financial Inc.March 2011 - Present
HTE April 2001 - February 2011
Stifel Financial Corp. January 1997 - April 2000
Piper Jaffray March 1989 - January 1997
Skills
Nonprofits, Leadership, Public Speaking, Real Estate Development, Real Estate, Property Management, Securities, Brokerage, Investment Properties, Capital Markets, Financial Advisory, Finance, Financial Analysis, Portfolio Management
Education
University of Arizona 1984 — 1988
Bachelor of Science (BS), Agricultural Economics
Fountain Valley School of Colorado
Curtis Purington's Piper Jaffray Experience April 1989 - July 2002
Job INVESTMENT MANAGEMENT THAT IS FREE FROM CONFLICTS OF INTEREST. 6122347233
Industry Investment Management
Experience
Safe Harbor Capital Management, LLC August 2012 - Present
Oppenheimer & Co. September 2010 - August 2012
Wells Fargo Investments, LLC July 2002 - August 2010
Piper Jaffray April 1989 - July 2002
Merrill Lynch April 1982 - April 1989
Skills
Wealth Management, Portfolio Management, Fiduciary, Investment Advisory, Trading Systems, Investment Strategies, Asset Managment, Trading, Financial Advisory, Risk Management, Investments, Investment Management, Series 65, Retirement Planning, Mutual Funds, Asset Allocation, Options, Finance, Strategic Financial..., ETFs, Series 63, Loans, Series 7, Fixed Income, Financial Markets, Management, Capital Markets, Alternative Investments, Hedge Funds, Banking, Asset Management
Education
University of Iowa
Bettendorf High School
Safe Harbor Capital Management, LLC August 2012 - Present
Oppenheimer & Co. September 2010 - August 2012
Wells Fargo Investments, LLC July 2002 - August 2010
Piper Jaffray April 1989 - July 2002
Merrill Lynch April 1982 - April 1989
Skills
Wealth Management, Portfolio Management, Fiduciary, Investment Advisory, Trading Systems, Investment Strategies, Asset Managment, Trading, Financial Advisory, Risk Management, Investments, Investment Management, Series 65, Retirement Planning, Mutual Funds, Asset Allocation, Options, Finance, Strategic Financial..., ETFs, Series 63, Loans, Series 7, Fixed Income, Financial Markets, Management, Capital Markets, Alternative Investments, Hedge Funds, Banking, Asset Management
Education
University of Iowa
Bettendorf High School
Sarah Horn's Piper Jaffray Experience September 2007 - August 2009
Job Marketing and Communications Manager at Borrego Solar Systems, Inc.
Industry Renewables & Environment
Experience
Borrego Solar Systems, Inc. January 2015 - Present
MSLGROUP October 2014 - January 2015
MSLGROUP July 2013 - January 2015
Schwartz MSL September 2012 - July 2013
Antenna Group April 2012 - September 2012
Antenna Group August 2011 - April 2012
Institute for Environmental Solutions October 2009 - August 2011
The Denver Post June 2010 - August 2010
The Daily Camera Newspaper January 2010 - May 2010
Piper Jaffray September 2007 - August 2009
Skills
Research, Writing, Editing, Media Relations, Public Relations, Excel, Cision, Microsoft Excel, Copywriting, Marketing Strategy, Blogging, Nonprofits, Commitment to Customer..., Program Management, Strategic Communications, Public Speaking
Education
University of Colorado at Boulder 2009 — 2011
MA, Journalism
University of San Francisco 2002 — 2006
BA, Economics
Borrego Solar Systems, Inc. January 2015 - Present
MSLGROUP October 2014 - January 2015
MSLGROUP July 2013 - January 2015
Schwartz MSL September 2012 - July 2013
Antenna Group April 2012 - September 2012
Antenna Group August 2011 - April 2012
Institute for Environmental Solutions October 2009 - August 2011
The Denver Post June 2010 - August 2010
The Daily Camera Newspaper January 2010 - May 2010
Piper Jaffray September 2007 - August 2009
Skills
Research, Writing, Editing, Media Relations, Public Relations, Excel, Cision, Microsoft Excel, Copywriting, Marketing Strategy, Blogging, Nonprofits, Commitment to Customer..., Program Management, Strategic Communications, Public Speaking
Education
University of Colorado at Boulder 2009 — 2011
MA, Journalism
University of San Francisco 2002 — 2006
BA, Economics
Nicholas Cooper Nicholas Cooper's Piper Jaffray Experience February 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Accounting
Experience
Piper Jaffray February 2014 - Present
Ernst & Young September 2012 - January 2014
Piedmont Healthcare February 2011 - May 2011
Ethicon Endo-Surgery May 2010 - August 2010
Novartis August 2009 - January 2010
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, Corporate Finance, Auditing, IPO, Leadership, M&A experience, M&A execution
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting
University of Kentucky 2006 — 2010
BBA, Finance and Marketing
Piper Jaffray February 2014 - Present
Ernst & Young September 2012 - January 2014
Piedmont Healthcare February 2011 - May 2011
Ethicon Endo-Surgery May 2010 - August 2010
Novartis August 2009 - January 2010
Skills
Microsoft Excel, Financial Analysis, Accounting, Financial Accounting, Financial Reporting, Corporate Finance, Auditing, IPO, Leadership, M&A experience, M&A execution
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2012
Master of Accounting
University of Kentucky 2006 — 2010
BBA, Finance and Marketing
Matthew Fernandes's Piper Jaffray Experience May 2015 - Present
Job Student at the University of Michigan
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Group SJR June 2014 - August 2014
Fantasy Buzzer Inc June 2013 - August 2013
92nd Street Y June 2012 - August 2012
Education
University of Michigan 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Bronx High School of Science 2008 — 2012
High School
Piper Jaffray May 2015 - Present
Group SJR June 2014 - August 2014
Fantasy Buzzer Inc June 2013 - August 2013
92nd Street Y June 2012 - August 2012
Education
University of Michigan 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Bronx High School of Science 2008 — 2012
High School
Alan Chen's Piper Jaffray Experience July 2012 - July 2014
Job Private Equity Associate at Endeavour Capital
Industry Investment Management
Experience
Endeavour Capital September 2014 - Present
Piper Jaffray July 2012 - July 2014
Janes Capital Partners May 2011 - August 2011
Moreton Fig August 2010 - May 2011
Bank of America Merrill Lynch June 2009 - August 2009
Beacon Point Corporation August 2008 - March 2009
Café Orleans February 2007 - September 2007
Skills
Financial Modeling, Mergers, Valuation, Equities, Mergers & Acquisitions, Economics, Venture Capital, Bloomberg, Leadership, Equity Research, LBO, Capital IQ, Microsoft Office, Investment Banking, Private Equity
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor of Science Business Administration, Finance and Business Economics
University of California, Irvine 2007 — 2009
Bachelor of Business Economics, Finance & Economics
Endeavour Capital September 2014 - Present
Piper Jaffray July 2012 - July 2014
Janes Capital Partners May 2011 - August 2011
Moreton Fig August 2010 - May 2011
Bank of America Merrill Lynch June 2009 - August 2009
Beacon Point Corporation August 2008 - March 2009
Café Orleans February 2007 - September 2007
Skills
Financial Modeling, Mergers, Valuation, Equities, Mergers & Acquisitions, Economics, Venture Capital, Bloomberg, Leadership, Equity Research, LBO, Capital IQ, Microsoft Office, Investment Banking, Private Equity
Education
University of Southern California - Marshall School of Business 2009 — 2011
Bachelor of Science Business Administration, Finance and Business Economics
University of California, Irvine 2007 — 2009
Bachelor of Business Economics, Finance & Economics
Danielle Katz's Piper Jaffray Experience June 2000 - March 2003
Job Senior Vice President Team Lead at GE Healthcare Financial Services
Industry Financial Services
Experience
GE Capital Healthcare Financial Services April 2014 - Present
GE Antares Capital February 2008 - April 2014
Merrill Lynch Capital March 2003 - February 2008
Piper Jaffray June 2000 - March 2003
Skills
Portfolio Management, Banking, Credit Analysis, Corporate Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S. In Finance, Finance
GE Capital Healthcare Financial Services April 2014 - Present
GE Antares Capital February 2008 - April 2014
Merrill Lynch Capital March 2003 - February 2008
Piper Jaffray June 2000 - March 2003
Skills
Portfolio Management, Banking, Credit Analysis, Corporate Finance, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
B.S. In Finance, Finance
Rebecca Olson's Piper Jaffray Experience April 2005 - April 2007
Job Senior Marketing Manager at NeuWave Medical
Industry Hospital & Health Care
Experience
NeuWave Medical September 2014 - Present
Covidien December 2013 - September 2014
CVRx July 2012 - December 2013
Coloplast October 2010 - July 2012
Coloplast April 2008 - October 2010
Coloplast Corporation April 2007 - October 2010
Piper Jaffray April 2005 - April 2007
SportsMark Management Group July 2004 - September 2004
Skills
Marketing Communications, Product Launch, Product Management, New Business Development, Competitive Analysis, Marketing, Market Analysis, Marketing Strategy, Brand Management, Brochures, Strategy, Market Planning, Pricing, Medical Devices, Sales Management, Global Marketing, Project Management, Forecasting, Training, Cross-functional Team..., Product Marketing
Education
University of Michigan 2001 — 2005
BA, Marketing, Communications
NeuWave Medical September 2014 - Present
Covidien December 2013 - September 2014
CVRx July 2012 - December 2013
Coloplast October 2010 - July 2012
Coloplast April 2008 - October 2010
Coloplast Corporation April 2007 - October 2010
Piper Jaffray April 2005 - April 2007
SportsMark Management Group July 2004 - September 2004
Skills
Marketing Communications, Product Launch, Product Management, New Business Development, Competitive Analysis, Marketing, Market Analysis, Marketing Strategy, Brand Management, Brochures, Strategy, Market Planning, Pricing, Medical Devices, Sales Management, Global Marketing, Project Management, Forecasting, Training, Cross-functional Team..., Product Marketing
Education
University of Michigan 2001 — 2005
BA, Marketing, Communications
Alex Park's Piper Jaffray Experience December 2012 - October 2013
Job Account Executive at Talend
Industry Computer Software
Experience
Talend August 2015 - Present
Cloudera March 2014 - August 2015
Piper Jaffray December 2012 - October 2013
BlackRock April 2012 - November 2012
salesforce.com June 2011 - December 2011
Skills
Leadership, Enterprise Solution..., Sales, Salesforce.com, Financial Modeling, Capital IQ, Business Valuation, Data Analysis, Market Research, Business Strategy, Photoshop, Investment Banking, Asset Managment, Asset Management, Financial Analysis, Bloomberg, Investments, Private Equity, Valuation, Management, Analytics, Consulting, Hadoop, Inside Sales, Sales Process, Corporate Finance, Development of Sales, Strategic Prospecting
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
University of California, Berkeley
Talend August 2015 - Present
Cloudera March 2014 - August 2015
Piper Jaffray December 2012 - October 2013
BlackRock April 2012 - November 2012
salesforce.com June 2011 - December 2011
Skills
Leadership, Enterprise Solution..., Sales, Salesforce.com, Financial Modeling, Capital IQ, Business Valuation, Data Analysis, Market Research, Business Strategy, Photoshop, Investment Banking, Asset Managment, Asset Management, Financial Analysis, Bloomberg, Investments, Private Equity, Valuation, Management, Analytics, Consulting, Hadoop, Inside Sales, Sales Process, Corporate Finance, Development of Sales, Strategic Prospecting
Education
University of California, Berkeley - Walter A. Haas School of Business
BS, Business Administration
University of California, Berkeley
Andy Isaacson Andy Isaacson's Piper Jaffray Experience 2003 - 2006
Job Critical Care Strategy and Business Development at Edwards Lifesciences
Industry Medical Devices
Experience
Edwards Lifesciences March 2013 - Present
MedeAnalytics Inc June 2011 - February 2013
Galen Partners July 2006 - June 2011
Piper Jaffray 2003 - 2006
Baxter Healthcare May 2002 - July 2002
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 1999 — 2003
B.S., Business Administration, Finance and Accounting
Edwards Lifesciences March 2013 - Present
MedeAnalytics Inc June 2011 - February 2013
Galen Partners July 2006 - June 2011
Piper Jaffray 2003 - 2006
Baxter Healthcare May 2002 - July 2002
Education
University of Southern California - Marshall School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Colorado Boulder 1999 — 2003
B.S., Business Administration, Finance and Accounting
Jennifer Shefler Jennifer Shefler's Piper Jaffray Experience May 2002 - September 2004
Job
Industry Financial Services
Experience
Fordham University January 2011 - January 2012
Galloway Capital Management, LLC November 2005 - September 2008
Credit Suisse First Boston March 2005 - September 2005
Jupiter Asset Management November 2004 - February 2005
Piper Jaffray May 2002 - September 2004
Deutsche Bank March 1995 - February 2001
Salomon Brothers March 1993 - June 1995
Nomura Securities January 1992 - February 1993
Education
University of Arkansas 1987 — 1991
B.S.B.A., Finance Management
Fordham University January 2011 - January 2012
Galloway Capital Management, LLC November 2005 - September 2008
Credit Suisse First Boston March 2005 - September 2005
Jupiter Asset Management November 2004 - February 2005
Piper Jaffray May 2002 - September 2004
Deutsche Bank March 1995 - February 2001
Salomon Brothers March 1993 - June 1995
Nomura Securities January 1992 - February 1993
Education
University of Arkansas 1987 — 1991
B.S.B.A., Finance Management
Laurence Lang, CPA Laurence Lang, CPA's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Morgan Stanley June 2014 - August 2014
Twaweza East Africa March 2014 - May 2014
UnitedHealth Group September 2011 - July 2013
Dish Network June 2008 - September 2011
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Corporate Strategy
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Piper Jaffray June 2015 - Present
Morgan Stanley June 2014 - August 2014
Twaweza East Africa March 2014 - May 2014
UnitedHealth Group September 2011 - July 2013
Dish Network June 2008 - September 2011
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Corporate Strategy
University of Wisconsin-Madison - School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
Sean Cessna's Piper Jaffray Experience January 2007 - April 2011
Job CoHead of Healthcare Investment Banking
Industry Investment Banking
Experience
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
JMP Securities April 2015 - Present
JMP Securities May 2011 - Present
Piper Jaffray January 2007 - April 2011
RBC Capital Markets July 2002 - January 2007
Lehman Brothers 2001 - 2001
Geneva Companies (Citigroup) 1997 - August 2000
Skills
Investment Banking, Mergers & Acquisitions, Investments, Valuation, Financial Modeling, Banking, Private Equity, Capital, Mergers, Strategic Planning, Entrepreneurship, Business Strategy, Strategy, Corporate Finance, Venture Capital, IPO, Finance, Capital Markets, Business Development, Corporate Development, Due Diligence, Equities, Financial Analysis, M&A experience, Biotechnology, Life Science Industry, Biopharmaceuticals
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
University of Oregon 1994 — 1996
BS
Andrew Nymo's Piper Jaffray Experience July 2004 - November 2006
Job Senior Financial Analyst Treasury at General Mills
Industry Food & Beverages
Experience
General Mills July 2013 - Present
General Mills November 2006 - Present
General Mills September 2011 - July 2013
General Mills February 2010 - September 2011
General Mills May 2008 - February 2010
General Mills November 2006 - May 2008
Piper Jaffray July 2004 - November 2006
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Valuation, Consumer Products, Strategy, Analysis, Competitive Analysis, Finance, Mergers & Acquisitions, SAP
Education
University of St. Thomas 2011 — 2016
University of Colorado Boulder 2000 — 2004
Bachelor of Science (BS), Finance, General
General Mills July 2013 - Present
General Mills November 2006 - Present
General Mills September 2011 - July 2013
General Mills February 2010 - September 2011
General Mills May 2008 - February 2010
General Mills November 2006 - May 2008
Piper Jaffray July 2004 - November 2006
Skills
Financial Modeling, Financial Analysis, Forecasting, Strategic Financial..., Valuation, Consumer Products, Strategy, Analysis, Competitive Analysis, Finance, Mergers & Acquisitions, SAP
Education
University of St. Thomas 2011 — 2016
University of Colorado Boulder 2000 — 2004
Bachelor of Science (BS), Finance, General
Andrew D. Connor's Piper Jaffray Experience 2010 - 2014
Job Pure Storage
Industry Computer Software
Experience
Pure Storage 2015 - Present
J.P. Morgan 2014 - 2014
Piper Jaffray 2010 - 2014
Kaufman Brothers 2007 - 2010
AllianceBernstein 2005 - 2006
Booz Allen Hamilton 2004 - 2005
Skills
Series 7, Series 63, Series 87, Series 86, CFA Level II candidate, Italian, Brazilian Portuguese, Spanish, FINRA, Chartered Financial..., Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Equity Research, Capital Markets, Equities, Portfolio Management, Valuation, Equity Valuation, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Managment Information Systems
Bexley High School
University of Kansas - Graduate School of Business
Pure Storage 2015 - Present
J.P. Morgan 2014 - 2014
Piper Jaffray 2010 - 2014
Kaufman Brothers 2007 - 2010
AllianceBernstein 2005 - 2006
Booz Allen Hamilton 2004 - 2005
Skills
Series 7, Series 63, Series 87, Series 86, CFA Level II candidate, Italian, Brazilian Portuguese, Spanish, FINRA, Chartered Financial..., Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Investments, Equity Research, Capital Markets, Equities, Portfolio Management, Valuation, Equity Valuation, Management, Financial Analysis
Education
University of Georgia - Terry College of Business 1999 — 2003
Bachelor of Business Administration (BBA), Managment Information Systems
Bexley High School
University of Kansas - Graduate School of Business
Akemi Kiss's Piper Jaffray Experience April 2000 - June 2006
Job Executive Assistant at Guggenheim Securities LLC
Industry Financial Services
Experience
Guggenheim Securities LLC June 2015 - Present
JPMorgan July 2006 - May 2015
Piper Jaffray April 2000 - June 2006
Skills
Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Investment Banking, Due Diligence, Equities, Business Strategy, Event Planning, Executive..., Administrative..., Investments, Private Equity, Valuation, Venture Capital, Financial Analysis, Outlook, Corporate Finance, Management, Strategic Planning
Education
University of California, Irvine 1996 — 1999
BA, Sociology, Education
Antelope Valley High School 1993 — 1996
Guggenheim Securities LLC June 2015 - Present
JPMorgan July 2006 - May 2015
Piper Jaffray April 2000 - June 2006
Skills
Mergers & Acquisitions, Microsoft Excel, Financial Modeling, Investment Banking, Due Diligence, Equities, Business Strategy, Event Planning, Executive..., Administrative..., Investments, Private Equity, Valuation, Venture Capital, Financial Analysis, Outlook, Corporate Finance, Management, Strategic Planning
Education
University of California, Irvine 1996 — 1999
BA, Sociology, Education
Antelope Valley High School 1993 — 1996
Stephen Randall's Piper Jaffray Experience December 2000 - January 2002
Job Program Manager at Deluxe Corporation
Industry Computer Software
Experience
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Randall Consulting, Inc. Program ManagerDeluxe CorporationJanuary 2011 - Present
MoneyGram International August 2008 - January 2011
Verifications, Inc. July 2007 - July 2008
MoneyGram International 2005 - 2007
American Express Financial Advisors January 2002 - August 2005
Ameriprise Financial 2001 - 2004
Piper Jaffray December 2000 - January 2002
Ameriprise Financial Advisors June 1998 - December 2000
Carlson Marketing Group June 1996 - October 1998
Andersen Consulting May 1991 - June 1996
Skills
SDLC, E-commerce, Project Management, Business Analysis, Process Improvement, Vendor Management, Requirements Analysis, Management, Program Management, Cross-functional Team..., Business Process..., Integration
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategy and Finance
University of Michigan 1987 — 1991
Bachelor of Science Engineering, Computer Engineering
Perry Huang's Piper Jaffray Experience 2014 - May 2015
Job Director, FP&A at Chegg Inc.
Industry Internet
Experience
Chegg Inc. July 2015 - Present
Piper Jaffray 2014 - May 2015
Microsoft 2013 - 2014
Goldman Sachs 2011 - 2013
ISI 2009 - 2011
UBS Investment Bank 2006 - 2009
Microsoft 2004 - 2006
Skills
Capital Markets, Corporate Finance, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Mergers, Valuation, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2002
MBA/MA
University of California, Berkeley
BA, Economics
Chegg Inc. July 2015 - Present
Piper Jaffray 2014 - May 2015
Microsoft 2013 - 2014
Goldman Sachs 2011 - 2013
ISI 2009 - 2011
UBS Investment Bank 2006 - 2009
Microsoft 2004 - 2006
Skills
Capital Markets, Corporate Finance, Equities, Equity Research, Finance, Financial Analysis, Financial Modeling, Mergers, Valuation, Business Strategy
Education
University of Pennsylvania - The Wharton School 1999 — 2002
MBA/MA
University of California, Berkeley
BA, Economics
Justin Vigorito's Piper Jaffray Experience January 2012 - Present
Job at
Industry Banking
Experience
Piper Jaffray January 2012 - Present
Piper Jaffray July 2011 - January 2012
KBW August 2010 - July 2011
Dexia Credit Local April 2007 - July 2010
Fiduciary Trust Company February 2006 - May 2007
Skills
Bloomberg, Trading, Swaps, Options, Bonds, Hedge Funds, Asset Managment, Capital Markets, Investment Banking, Fixed Income, Equities, Securities, Derivatives
Education
University of Delaware 2000 — 2004
Piper Jaffray January 2012 - Present
Piper Jaffray July 2011 - January 2012
KBW August 2010 - July 2011
Dexia Credit Local April 2007 - July 2010
Fiduciary Trust Company February 2006 - May 2007
Skills
Bloomberg, Trading, Swaps, Options, Bonds, Hedge Funds, Asset Managment, Capital Markets, Investment Banking, Fixed Income, Equities, Securities, Derivatives
Education
University of Delaware 2000 — 2004
Tyler Duncan's Piper Jaffray Experience 2002 - 2003
Job Investment Professional at Wayzata Investment Partners
Industry Financial Services
Experience
Wayzata Investment Partners March 2006 - Present
Deephaven Capital Management 2003 - 2005
Piper Jaffray 2002 - 2003
Skills
Alternative Investments, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Private Equity, Valuation, High Yield, Investment Banking, Portfolio Management, Bloomberg, Asset Management, Due Diligence, Special Situations
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Business Administration, Finance & Accounting
Thomas Jefferson
Wayzata Investment Partners March 2006 - Present
Deephaven Capital Management 2003 - 2005
Piper Jaffray 2002 - 2003
Skills
Alternative Investments, Corporate Finance, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Private Equity, Valuation, High Yield, Investment Banking, Portfolio Management, Bloomberg, Asset Management, Due Diligence, Special Situations
Education
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Business Administration, Finance & Accounting
Thomas Jefferson
Varun Bhojwani's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Associate (Technology) at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Piper Jaffray June 2015 - Present
Jefferies & Company June 2010 - June 2015
Wells Fargo & Co. June 2008 - June 2010
Wells Fargo & Co. June 2007 - September 2007
Merrill Lynch March 2007 - June 2007
Skills
DCF, LBO, Investment Banking, Equity Research, Bloomberg, Valuation, Financial Modeling, Private Equity, Equities, Equity Valuation, Corporate Finance, Capital Markets, Leveraged Finance, M&A experience, IPO
Education
University of California, Los Angeles 2006 — 2008
Bachelor's, Biological Sciences
Roxanne Chiu's Piper Jaffray Experience 2005 - 2005
Job Location Planning for Lingerie and Hosiery
Industry Financial Services
Experience
Aegis Capital January 2014 - January 2015
Intermix Inc 2011 - 2012
Bergdorf Goodman 2010 - 2011
Sears Holdings Corporation 2008 - 2010
Macy's 2008 - 2008
Sybase 2006 - 2007
Piper Jaffray 2005 - 2005
Sybase 2003 - 2005
Education
Chartered Financial Analyst (CFA) Institute
CFA Level 2 Candidate, Finance
University of California, Berkeley
Bachelor of Arts, Economics
Hong Kong International School
High School Diploma
Aegis Capital January 2014 - January 2015
Intermix Inc 2011 - 2012
Bergdorf Goodman 2010 - 2011
Sears Holdings Corporation 2008 - 2010
Macy's 2008 - 2008
Sybase 2006 - 2007
Piper Jaffray 2005 - 2005
Sybase 2003 - 2005
Education
Chartered Financial Analyst (CFA) Institute
CFA Level 2 Candidate, Finance
University of California, Berkeley
Bachelor of Arts, Economics
Hong Kong International School
High School Diploma
Nick Gallus, CFA's Piper Jaffray Experience April 2008 - May 2011
Job Portfolio Manager at Trust Company of Oklahoma
Industry Financial Services
Experience
Trust Company of Oklahoma April 2014 - Present
MidFirst Bank June 2013 - March 2014
Parnassus Investments June 2012 - August 2012
Piper Jaffray April 2008 - May 2011
Piper Jaffray January 2006 - March 2008
Guy Carpenter May 2003 - January 2006
Skills
Equity Research, Financial Modeling, Valuation, E-commerce, Equities, Fixed Income, Bloomberg, Financial Analysis, Equity Valuation, Portfolio Management, Corporate Finance, Series 7
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science, Business, Finance
Trust Company of Oklahoma April 2014 - Present
MidFirst Bank June 2013 - March 2014
Parnassus Investments June 2012 - August 2012
Piper Jaffray April 2008 - May 2011
Piper Jaffray January 2006 - March 2008
Guy Carpenter May 2003 - January 2006
Skills
Equity Research, Financial Modeling, Valuation, E-commerce, Equities, Fixed Income, Bloomberg, Financial Analysis, Equity Valuation, Portfolio Management, Corporate Finance, Series 7
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Minnesota - Carlson School of Management 1999 — 2003
Bachelor of Science, Business, Finance
Frank Vega's Piper Jaffray Experience April 2011 - May 2013
Job RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2013 - Present
Piper Jaffray April 2011 - May 2013
Education
University of Southern California - Marshall School of Business 2006 — 2009
M.B.A.
University of California, Davis 1996 — 1998
BA, Political Science
RBC Capital Markets May 2013 - Present
Piper Jaffray April 2011 - May 2013
Education
University of Southern California - Marshall School of Business 2006 — 2009
M.B.A.
University of California, Davis 1996 — 1998
BA, Political Science
Rosalyn Chen's Piper Jaffray Experience June 2008 - August 2012
Job California fixedincome finance professional
Industry Investment Banking
Experience
Contract Work January 2013 - Present
Piper Jaffray June 2008 - August 2012
UBS Investment Bank June 2003 - June 2008
Merrill Lynch (Investor Strategy Group) June 2002 - September 2002
Fieldman, Rolapp & Associates Public Finance February 2000 - July 2001
David Taussig & Associates Public Finance/Real Estate Consulting April 1997 - June 1999
Skills
Develop and Maintain..., Financial Transaction..., Consultative Sales and..., Financial Analyses, Sales Presentations, Credit Analysis, Interface with..., Credit Rating..., Financial Analysis, Finance, Due Diligence, Investment Banking, Financial Modeling, Fixed Income
Education
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration, Finance
University of California, San Diego
Bachelor of Arts, Political Science, Economics & Chinese Studies, Cum Laude
Contract Work January 2013 - Present
Piper Jaffray June 2008 - August 2012
UBS Investment Bank June 2003 - June 2008
Merrill Lynch (Investor Strategy Group) June 2002 - September 2002
Fieldman, Rolapp & Associates Public Finance February 2000 - July 2001
David Taussig & Associates Public Finance/Real Estate Consulting April 1997 - June 1999
Skills
Develop and Maintain..., Financial Transaction..., Consultative Sales and..., Financial Analyses, Sales Presentations, Credit Analysis, Interface with..., Credit Rating..., Financial Analysis, Finance, Due Diligence, Investment Banking, Financial Modeling, Fixed Income
Education
University of Southern California - Marshall School of Business 2001 — 2003
Master of Business Administration, Finance
University of California, San Diego
Bachelor of Arts, Political Science, Economics & Chinese Studies, Cum Laude
Adam Knox's Piper Jaffray Experience July 2005 - December 2006
Job Vice President at KSL Capital Partners
Industry Venture Capital & Private Equity
Experience
KSL Capital Partners January 2012 - Present
KSL Capital Partners January 2007 - January 2012
Piper Jaffray July 2005 - December 2006
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Finance
Sycamore
KSL Capital Partners January 2012 - Present
KSL Capital Partners January 2007 - January 2012
Piper Jaffray July 2005 - December 2006
Education
University of Colorado Boulder - Leeds School of Business 2001 — 2005
Finance
Sycamore
Susan Weinberg's Piper Jaffray Experience February 1998 - September 2006
Job Independent Financial Services Professional
Industry Financial Services
Experience
Self-employed October 2006 - Present
Piper Jaffray February 1998 - September 2006
NCB Investment Advisors 1994 - January 1998
National Cooperative Bank October 1991 - 1995
U.S. Bank 1983 - October 1991
Skills
Loans, Risk Management, Investment Advisory, Financial Modeling, Investments, Portfolio Management, Mergers, Banking, Cash Management, Credit, Finance, Wealth Management, Strategic Financial..., Relationship Management, Business Strategy, Securities, Mergers & Acquisitions, Financial Services, Analysis, Series 7, Mutual Funds, Treasury Management, Insurance, Equities, Retirement Planning, Series 63, Fixed Income, Financial Advisory, Credit Analysis, Corporate Finance, Bonds, Financial Analysis, Hedge Funds, Asset Allocation, 401k, Derivatives, Management, Financial Markets, Private Equity, Retirement, Investment Management, Valuation, Due Diligence, Investment Banking, FINRA, Asset Management, Trading, Structured Finance, Capital Markets, Investment Strategies
Education
University of Illinois at Urbana-Champaign
BSW, Social Work
University of Minnesota - Carlson School of Management
MBA, Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute
Self-employed October 2006 - Present
Piper Jaffray February 1998 - September 2006
NCB Investment Advisors 1994 - January 1998
National Cooperative Bank October 1991 - 1995
U.S. Bank 1983 - October 1991
Skills
Loans, Risk Management, Investment Advisory, Financial Modeling, Investments, Portfolio Management, Mergers, Banking, Cash Management, Credit, Finance, Wealth Management, Strategic Financial..., Relationship Management, Business Strategy, Securities, Mergers & Acquisitions, Financial Services, Analysis, Series 7, Mutual Funds, Treasury Management, Insurance, Equities, Retirement Planning, Series 63, Fixed Income, Financial Advisory, Credit Analysis, Corporate Finance, Bonds, Financial Analysis, Hedge Funds, Asset Allocation, 401k, Derivatives, Management, Financial Markets, Private Equity, Retirement, Investment Management, Valuation, Due Diligence, Investment Banking, FINRA, Asset Management, Trading, Structured Finance, Capital Markets, Investment Strategies
Education
University of Illinois at Urbana-Champaign
BSW, Social Work
University of Minnesota - Carlson School of Management
MBA, Finance
University of Pennsylvania - The Wharton School
Securities Industry Institute
Jared Yuasa, CFA's Piper Jaffray Experience October 2005 - February 2006
Job Performance Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo 2007 - Present
Wells Fargo Funds Management April 2006 - May 2007
Piper Jaffray October 2005 - February 2006
Skills
project management, financial products..., financial modeling, performance attribution, discount cash flow (DCF), internal rate of return..., financial statement..., fixed income analysis, Business Requirements, Project Management, Finance, Negotiation, Asset Managment, Financial Services, Investments, Microsoft Excel, Social Media, Asset Management, Quality Assurance, Customer Service, Strategic Financial..., Change Management, Program Management, Cross-functional Team..., Vendor Management, Equities, Business Analysis, Mutual Funds, Financial Modeling, Budgets, Strategic Planning, Business Strategy, Microsoft Office, Business Development
Education
University of California, Berkeley 1992 — 1997
Bachelor of Science (BS), Environmental Economic Policy
Wells Fargo 2007 - Present
Wells Fargo Funds Management April 2006 - May 2007
Piper Jaffray October 2005 - February 2006
Skills
project management, financial products..., financial modeling, performance attribution, discount cash flow (DCF), internal rate of return..., financial statement..., fixed income analysis, Business Requirements, Project Management, Finance, Negotiation, Asset Managment, Financial Services, Investments, Microsoft Excel, Social Media, Asset Management, Quality Assurance, Customer Service, Strategic Financial..., Change Management, Program Management, Cross-functional Team..., Vendor Management, Equities, Business Analysis, Mutual Funds, Financial Modeling, Budgets, Strategic Planning, Business Strategy, Microsoft Office, Business Development
Education
University of California, Berkeley 1992 — 1997
Bachelor of Science (BS), Environmental Economic Policy
Heidi Rose Delduchetto's Piper Jaffray Experience February 1996 - August 2007
Job Institutional Equity Sales Trader
Industry Financial Services
Experience
Piper Jaffray February 1996 - August 2007
Education
University of Denver 1992 — 1996
Piper Jaffray February 1996 - August 2007
Education
University of Denver 1992 — 1996
Bob Schnell's Piper Jaffray Experience June 1997 - September 1999
Job Senior Vice President at Dougherty & Company LLC
Industry Financial Services
Experience
Dougherty & Company LLC August 2015 - Present
Dougherty & Company April 2010 - Present
Interlachen Capital Group June 2007 - January 2008
Telluride Asset Management November 2006 - June 2007
Deephaven Capital Management July 2001 - January 2006
ENDFORCE May 2000 - July 2001
Piper Jaffray June 1997 - September 1999
Education
University of Iowa 1993 — 1997
Bachelor's Degree, Finance, General
Edina High School
Dougherty & Company LLC August 2015 - Present
Dougherty & Company April 2010 - Present
Interlachen Capital Group June 2007 - January 2008
Telluride Asset Management November 2006 - June 2007
Deephaven Capital Management July 2001 - January 2006
ENDFORCE May 2000 - July 2001
Piper Jaffray June 1997 - September 1999
Education
University of Iowa 1993 — 1997
Bachelor's Degree, Finance, General
Edina High School
Mitch Zeitz, M.D.'s Piper Jaffray Experience March 2009 - Present
Job Research Associate Biotechnology at Piper Jaffray
Industry Research
Experience
Piper Jaffray March 2009 - Present
Avondale Partners August 2007 - October 2008
Southern Arizona Anesthesia Services August 1998 - February 2005
Skills
Financial Modeling, Equity Research, Analysis, Healthcare, Medical Devices, Series 7, Biotechnology, Valuation, Hospitals, Equities, Corporate Finance
Education
University of California, Davis - School of Medicine 1994 — 1998
Doctor of Medicine (MD)
University of California, San Diego 1990 — 1994
B.S., Biochemistry and Cell Biology
Piper Jaffray March 2009 - Present
Avondale Partners August 2007 - October 2008
Southern Arizona Anesthesia Services August 1998 - February 2005
Skills
Financial Modeling, Equity Research, Analysis, Healthcare, Medical Devices, Series 7, Biotechnology, Valuation, Hospitals, Equities, Corporate Finance
Education
University of California, Davis - School of Medicine 1994 — 1998
Doctor of Medicine (MD)
University of California, San Diego 1990 — 1994
B.S., Biochemistry and Cell Biology
Lisa LeFort's Piper Jaffray Experience June 1996 - September 1998
Job Solution Architect at BI Consulting gruop
Industry Information Technology and Services
Experience
BI Consulting Group January 2008 - Present
Medica February 2007 - Present
Select Comfort June 2006 - December 2006
Medtronic June 2005 - June 2006
Jostens February 2003 - June 2005
Interelate, Inc. April 2002 - February 2003
Knight Financial Products / Deephaven Capital Management June 2001 - February 2002
Ware Consulting July 2000 - May 2001
Oracle September 1998 - June 2000
Piper Jaffray June 1996 - September 1998
Education
University of Florida 1988 — 1992
BI Consulting Group January 2008 - Present
Medica February 2007 - Present
Select Comfort June 2006 - December 2006
Medtronic June 2005 - June 2006
Jostens February 2003 - June 2005
Interelate, Inc. April 2002 - February 2003
Knight Financial Products / Deephaven Capital Management June 2001 - February 2002
Ware Consulting July 2000 - May 2001
Oracle September 1998 - June 2000
Piper Jaffray June 1996 - September 1998
Education
University of Florida 1988 — 1992
Rick Watkins's Piper Jaffray Experience April 2008 - December 2008
Job Options Electronic Execution Sales at Citi
Industry Financial Services
Experience
Citi February 2010 - Present
Trinity Derivatives Group April 2009 - November 2009
Piper Jaffray April 2008 - December 2008
Merrill Lynch 2005 - 2008
Geneva Capital 2004 - 2005
Cornerstone Trading Group 2000 - 2004
Eclipse Trading 1998 - 2000
Genesis Trading Group 1996 - 1998
Susquehanna Investment Group 1989 - 1996
Skills
Options, Equity Derivatives, Market Making, Trading, Derivatives, Electronic Trading, Trading Systems, Equity Trading, Proprietary Trading, Financial Markets, Equities, ETFs, Trading Strategies, Hedge Funds, Hedging, Series 7, Series 24, Series 55, Series 63, Bloomberg, Institutional
Education
University of Iowa 1984 — 1987
BS with Honors, Economics
University of Miami 1983 — 1984
Citi February 2010 - Present
Trinity Derivatives Group April 2009 - November 2009
Piper Jaffray April 2008 - December 2008
Merrill Lynch 2005 - 2008
Geneva Capital 2004 - 2005
Cornerstone Trading Group 2000 - 2004
Eclipse Trading 1998 - 2000
Genesis Trading Group 1996 - 1998
Susquehanna Investment Group 1989 - 1996
Skills
Options, Equity Derivatives, Market Making, Trading, Derivatives, Electronic Trading, Trading Systems, Equity Trading, Proprietary Trading, Financial Markets, Equities, ETFs, Trading Strategies, Hedge Funds, Hedging, Series 7, Series 24, Series 55, Series 63, Bloomberg, Institutional
Education
University of Iowa 1984 — 1987
BS with Honors, Economics
University of Miami 1983 — 1984
Alger Boyer's Piper Jaffray Experience 1998 - 2001
Job Managing Director at T.R. Winston & Company
Industry Investment Banking
Experience
T.R. Winston & Company June 2014 - Present
FAB Advisors May 2012 - Present
H.C. Wainwright & Co., LLC September 2013 - June 2014
Rodman & Renshaw January 2006 - May 2012
Rodman & Renshaw Capital Group, Inc. and subsidiaries January 2006 - May 2012
CIBC World Markets 2001 - 2005
Piper Jaffray 1998 - 2001
U.S. Bancorp Piper Jaffray 1998 - 2001
Skills
Investment Banking, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Capital Markets, Equities, Investments, Corporate Development, Private Equity, Investor Relations, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Business Strategy, Business Valuation, Capital, Capital Raising, Competitive Analysis, Deal Execution, Deal Sourcing, Emerging Markets, Entrepreneurship, Equity Capital Markets, Equity Trading, Equity Research, Equity Valuation, Executive Management, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Funding, Growth Capital, Hedge Funds, IPO, Investment Strategies, Joint Ventures, LBO, M, Management, Mergers, Portfolio Management, Private Placements, Restructuring, Securities, Series 7, Special Situations
Education
University of California, Berkeley 1987 — 1991
Anthropology with a focus on Material Culture (Archaeology)
Andover 1984 — 1987
Allen-Stevenson 1978 — 1984
T.R. Winston & Company June 2014 - Present
FAB Advisors May 2012 - Present
H.C. Wainwright & Co., LLC September 2013 - June 2014
Rodman & Renshaw January 2006 - May 2012
Rodman & Renshaw Capital Group, Inc. and subsidiaries January 2006 - May 2012
CIBC World Markets 2001 - 2005
Piper Jaffray 1998 - 2001
U.S. Bancorp Piper Jaffray 1998 - 2001
Skills
Investment Banking, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Capital Markets, Equities, Investments, Corporate Development, Private Equity, Investor Relations, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Business Strategy, Business Valuation, Capital, Capital Raising, Competitive Analysis, Deal Execution, Deal Sourcing, Emerging Markets, Entrepreneurship, Equity Capital Markets, Equity Trading, Equity Research, Equity Valuation, Executive Management, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Funding, Growth Capital, Hedge Funds, IPO, Investment Strategies, Joint Ventures, LBO, M, Management, Mergers, Portfolio Management, Private Placements, Restructuring, Securities, Series 7, Special Situations
Education
University of California, Berkeley 1987 — 1991
Anthropology with a focus on Material Culture (Archaeology)
Andover 1984 — 1987
Allen-Stevenson 1978 — 1984
Richard Estabrook's Piper Jaffray Experience 2000 - 2005
Job Managing Director at Oppenheimer & Co.
Industry Investment Management
Experience
Oppenheimer & Co. August 2011 - Present
Stone & Youngberg July 2009 - August 2011
Stifel Nicolaus October 2008 - July 2009
LaSalle Bank ABN/AMRO 2006 - 2007
Piper Jaffray 2000 - 2005
Skills
MBS, Research, Fixed Income, Structured Products, Trading, Series 7, Portfolio Management, Securities, Asset Allocation, Investments, Bonds
Education
University of Illinois at Urbana-Champaign 1978 — 1984
B.S., Mathematics, Economics
Oppenheimer & Co. August 2011 - Present
Stone & Youngberg July 2009 - August 2011
Stifel Nicolaus October 2008 - July 2009
LaSalle Bank ABN/AMRO 2006 - 2007
Piper Jaffray 2000 - 2005
Skills
MBS, Research, Fixed Income, Structured Products, Trading, Series 7, Portfolio Management, Securities, Asset Allocation, Investments, Bonds
Education
University of Illinois at Urbana-Champaign 1978 — 1984
B.S., Mathematics, Economics
Alex Boosalis's Piper Jaffray Experience 1998 - 2003
Job Partner Storm Lake Capital & Cadillac Casting Group
Industry Investment Banking
Experience
Storm Lake Capital January 2007 - Present
CCI / 3PMI / CMI Equipment & Engineering January 2006 - Present
Piper Jaffray 1998 - 2003
Skills
Investments, Mergers & Acquisitions, Equities, Valuation, Banking, Strategic Planning, Investment Banking, Financial Modeling, Manufacturing, Risk Management, Series 7
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1991
MBA, Finance
University of Minnesota-Twin Cities 1984 — 1988
BS, Mech Engineering
Storm Lake Capital January 2007 - Present
CCI / 3PMI / CMI Equipment & Engineering January 2006 - Present
Piper Jaffray 1998 - 2003
Skills
Investments, Mergers & Acquisitions, Equities, Valuation, Banking, Strategic Planning, Investment Banking, Financial Modeling, Manufacturing, Risk Management, Series 7
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1991
MBA, Finance
University of Minnesota-Twin Cities 1984 — 1988
BS, Mech Engineering
Marty Sedoff's Piper Jaffray Experience 2000 - 2002
Job Performance Assessment at Questar Assessment, Inc.
Industry Financial Services
Experience
Edina Public Schools September 2013 - Present
Questar Assessment, Inc. April 2013 - Present
Retired and loving it February 2010 - Present
Amerirpise Financial December 2003 - February 2010
Ameriprise Financial December 2003 - February 2010
Piper Jaffray 2000 - 2002
Skills
Program Management, Team Building, Excel, PowerPoint, Word
Education
University of Saint Thomas - School of Business 1978 — 1980
MBA
University of Mary Washington 1962 — 1966
B.S., Mathematics
Edina Public Schools September 2013 - Present
Questar Assessment, Inc. April 2013 - Present
Retired and loving it February 2010 - Present
Amerirpise Financial December 2003 - February 2010
Ameriprise Financial December 2003 - February 2010
Piper Jaffray 2000 - 2002
Skills
Program Management, Team Building, Excel, PowerPoint, Word
Education
University of Saint Thomas - School of Business 1978 — 1980
MBA
University of Mary Washington 1962 — 1966
B.S., Mathematics
Yoni Mekuria's Piper Jaffray Experience 2007 - 2009
Job Founder Institute
Industry Venture Capital & Private Equity
Experience
Silicon Valley Sports League May 2013 - Present
The Founder Institute 2011 - Present
Piper Jaffray 2007 - 2009
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Corporate Development, Entrepreneurship, Start-ups, Customer Development, Strategic Partnerships, Partner Development, Business Development, Corporate Finance
Education
University of Colorado at Boulder- College of Engineering
B.S., Electrical Engineering
University of Colorado Boulder - Leeds School of Business
B.S., Finance
Silicon Valley Sports League May 2013 - Present
The Founder Institute 2011 - Present
Piper Jaffray 2007 - 2009
Skills
Valuation, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Corporate Development, Entrepreneurship, Start-ups, Customer Development, Strategic Partnerships, Partner Development, Business Development, Corporate Finance
Education
University of Colorado at Boulder- College of Engineering
B.S., Electrical Engineering
University of Colorado Boulder - Leeds School of Business
B.S., Finance
Peter Keith's Piper Jaffray Experience July 2011 - Present
Job Vice President Senior Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
JMP Securities December 2009 - July 2011
Piper Jaffray June 2005 - December 2009
RS Investments 1997 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Vermont 1991 — 1995
Bachelor of Arts, Chemistry
Piper Jaffray July 2011 - Present
JMP Securities December 2009 - July 2011
Piper Jaffray June 2005 - December 2009
RS Investments 1997 - 2003
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
MBA, Finance and Accounting
University of Vermont 1991 — 1995
Bachelor of Arts, Chemistry
Jeff Sonnek's Piper Jaffray Experience 2002 - 2004
Job SVP at ICR
Industry Public Relations and Communications
Experience
ICR August 2015 - Present
Feltl & Co January 2010 - August 2015
FBR March 2004 - March 2008
Piper Jaffray 2002 - 2004
Skills
Financial Modeling, Equities, Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Investor Relations
Education
University of Arizona 1998 — 2001
BS
ICR August 2015 - Present
Feltl & Co January 2010 - August 2015
FBR March 2004 - March 2008
Piper Jaffray 2002 - 2004
Skills
Financial Modeling, Equities, Investments, Valuation, Equity Research, Financial Analysis, Portfolio Management, Capital Markets, Asset Management, Investor Relations
Education
University of Arizona 1998 — 2001
BS
Greg McKinley's Piper Jaffray Experience 1999 - 2001
Job Senior Vice President at Dougherty & Company
Industry Investment Management
Experience
Dougherty & Company 2003 - Present
Best Buy 2001 - 2003
Piper Jaffray 1999 - 2001
Arthur Andersen 1994 - 1999
Education
University of St. Thomas 1992 — 1994
BA, Accounting
University of California, Santa Barbara 1990 — 1992
Crystal Springs Uplands 1988 — 1990
Dougherty & Company 2003 - Present
Best Buy 2001 - 2003
Piper Jaffray 1999 - 2001
Arthur Andersen 1994 - 1999
Education
University of St. Thomas 1992 — 1994
BA, Accounting
University of California, Santa Barbara 1990 — 1992
Crystal Springs Uplands 1988 — 1990
Ryan Simon's Piper Jaffray Experience 1995 - 1997
Job Partner at Graylight
Industry Venture Capital & Private Equity
Experience
Graylight LLC March 2010 - Present
ProSource Technologies December 2012 - Present
NIC Global Manufacturing January 2006 - Present
J&K Connectors January 2006 - Present
Simon Ventures, LP May 1999 - March 2010
Piper Jaffray 1995 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
University of Colorado Boulder 1991 — 1995
BS, Business
Graylight LLC March 2010 - Present
ProSource Technologies December 2012 - Present
NIC Global Manufacturing January 2006 - Present
J&K Connectors January 2006 - Present
Simon Ventures, LP May 1999 - March 2010
Piper Jaffray 1995 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
MBA, Finance
University of Colorado Boulder 1991 — 1995
BS, Business
Jonathan Hansen-Granger's Piper Jaffray Experience June 2007 - July 2007
Job Project Manager at Glass, Lewis & Co.
Industry Research
Experience
Glass, Lewis & Co. June 2015 - Present
Glass, Lewis & Co. February 2009 - May 2015
Piper Jaffray June 2007 - July 2007
Goodwill of Santa Clara June 2006 - August 2006
Skyhawks Sports Academy June 2005 - August 2005
Skills
Corporate Governance, Analysis, Research, Leadership, Project Management, Executive Pay, Policy, Corporate Finance, Data Analysis, Financial Analysis, Training, Economics, Process Improvement, Investor Relations, Qualitative Research, SEC filings, Equity Research, Problem Solving, Deferred Compensation, Friendly Personality, Equities, Investments, Salesforce.com..., Executive Compensation, Quality Assurance, Corporate Law, Equity Compensation, SEC reporting, Corporate Transactions, Project Coordination
Education
University of California, Santa Cruz
Bachelors, Business Management Economics, 3.66
Glass, Lewis & Co. June 2015 - Present
Glass, Lewis & Co. February 2009 - May 2015
Piper Jaffray June 2007 - July 2007
Goodwill of Santa Clara June 2006 - August 2006
Skyhawks Sports Academy June 2005 - August 2005
Skills
Corporate Governance, Analysis, Research, Leadership, Project Management, Executive Pay, Policy, Corporate Finance, Data Analysis, Financial Analysis, Training, Economics, Process Improvement, Investor Relations, Qualitative Research, SEC filings, Equity Research, Problem Solving, Deferred Compensation, Friendly Personality, Equities, Investments, Salesforce.com..., Executive Compensation, Quality Assurance, Corporate Law, Equity Compensation, SEC reporting, Corporate Transactions, Project Coordination
Education
University of California, Santa Cruz
Bachelors, Business Management Economics, 3.66
Lawrence Neumann's Piper Jaffray Experience August 2002 - January 2004
Job Chief Financial Officer at Williston Holding Company
Industry Financial Services
Experience
Williston Holding Company March 2012 - Present
Whitebox Advisors October 2011 - March 2012
Octavus Group, LLC January 2011 - October 2011
Anchor Bank March 2009 - January 2011
Taylor Financial Group April 2008 - November 2008
Hennessey Financial February 2004 - March 2008
Piper Jaffray August 2002 - January 2004
Jundt Associates 1998 - 2002
Skills
Financial Modeling, Mutual Funds, Finance, Asset Managment, Due Diligence, Accounting, Management, Asset Management, Credit, Securities, Fixed Income, Investment Management, Forecasting, Investments, Investment Banking, Portfolio Management, Account Reconciliation
Education
University of Miami 1994 — 1998
BBA, Finance & Accounting
Williston Holding Company March 2012 - Present
Whitebox Advisors October 2011 - March 2012
Octavus Group, LLC January 2011 - October 2011
Anchor Bank March 2009 - January 2011
Taylor Financial Group April 2008 - November 2008
Hennessey Financial February 2004 - March 2008
Piper Jaffray August 2002 - January 2004
Jundt Associates 1998 - 2002
Skills
Financial Modeling, Mutual Funds, Finance, Asset Managment, Due Diligence, Accounting, Management, Asset Management, Credit, Securities, Fixed Income, Investment Management, Forecasting, Investments, Investment Banking, Portfolio Management, Account Reconciliation
Education
University of Miami 1994 — 1998
BBA, Finance & Accounting
Richard Hall's Piper Jaffray Experience 1993 - 2001
Job Private Banker, JP Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan Private Bank February 2010 - Present
SunGard, (FolioDynamix) 2004 - 2009
GlobalBridge 2003 - 2004
Piper Jaffray 1993 - 2001
Education
University of Iowa 1987 — 1991
BA
J.P. Morgan Private Bank February 2010 - Present
SunGard, (FolioDynamix) 2004 - 2009
GlobalBridge 2003 - 2004
Piper Jaffray 1993 - 2001
Education
University of Iowa 1987 — 1991
BA
Robert Erskine's Piper Jaffray Experience 2003 - 2005
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
Erskine Investment Management 2005 - Present
Piper Jaffray 2003 - 2005
US Bank 2000 - 2003
Union Bank of California 1998 - 2000
Bank of America 1996 - 1998
Private Capital Corporation 1991 - 1996
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Series 65, Series 24
Education
University of California, Los Angeles 1970 — 1974
BA, Political Science
Erskine Investment Management 2005 - Present
Piper Jaffray 2003 - 2005
US Bank 2000 - 2003
Union Bank of California 1998 - 2000
Bank of America 1996 - 1998
Private Capital Corporation 1991 - 1996
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Series 65, Series 24
Education
University of California, Los Angeles 1970 — 1974
BA, Political Science
Jason Forschler's Piper Jaffray Experience February 2004 - June 2006
Job Managing Director at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners May 2015 - Present
JPMorgan June 2006 - May 2015
Piper Jaffray February 2004 - June 2006
Skills
Capital Markets, Corporate Finance, Hedge Funds, Marketing, Strategic Planning, Securities, Private Equity, Investment Banking, Valuation, Financial Modeling, Financial Analysis, IPO, Corporate Development, Equities, LBO
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), Business Economics
Perella Weinberg Partners May 2015 - Present
JPMorgan June 2006 - May 2015
Piper Jaffray February 2004 - June 2006
Skills
Capital Markets, Corporate Finance, Hedge Funds, Marketing, Strategic Planning, Securities, Private Equity, Investment Banking, Valuation, Financial Modeling, Financial Analysis, IPO, Corporate Development, Equities, LBO
Education
University of California, Los Angeles 1994 — 1998
Bachelor of Arts (B.A.), Business Economics
Lisa Kajer's Piper Jaffray Experience 2004 - 2006
Job Sr Marketing Specialist at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial February 2014 - Present
Thrivent Financial for Lutherans February 2012 - February 2014
Thrivent Financial for Lutherans March 2011 - April 2012
Piper Jaffray 2004 - 2006
Skills
Process Improvement, Change Management, Business Process..., Risk Management, Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Finance and Accounting
Thrivent Financial February 2014 - Present
Thrivent Financial for Lutherans February 2012 - February 2014
Thrivent Financial for Lutherans March 2011 - April 2012
Piper Jaffray 2004 - 2006
Skills
Process Improvement, Change Management, Business Process..., Risk Management, Financial Services
Education
University of Iowa - Henry B. Tippie College of Business 1999 — 2002
Finance and Accounting
Jeff Eberle's Piper Jaffray Experience 2004 - 2008
Job Chief Operating Officer, Optum Analytics at Optum
Industry Hospital & Health Care
Experience
Optum 2013 - Present
Optum 2011 - 2013
Piper Jaffray 2004 - 2008
Scient 2000 - 2002
Blue Cross Blue Shield Association 1998 - 2000
Skills
Business Development, Mergers & Acquisitions, Strategy, Cross-functional Team..., Business Strategy, Strategic Partnerships, Healthcare
Education
University of Michigan - Stephen M. Ross School of Business
M.B.A.
University of Minnesota - Carlson School of Management
B.S., Business
Optum 2013 - Present
Optum 2011 - 2013
Piper Jaffray 2004 - 2008
Scient 2000 - 2002
Blue Cross Blue Shield Association 1998 - 2000
Skills
Business Development, Mergers & Acquisitions, Strategy, Cross-functional Team..., Business Strategy, Strategic Partnerships, Healthcare
Education
University of Michigan - Stephen M. Ross School of Business
M.B.A.
University of Minnesota - Carlson School of Management
B.S., Business
Elizabeth Huey's Piper Jaffray Experience January 1980 - December 1996
Job Financial Advisor at Merrill Lynch
Industry Chemicals
Experience
Merrill Lynch 2011 - Present
Piper Jaffray January 1980 - December 1996
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1979
MA, Finance and Management
Merrill Lynch 2011 - Present
Piper Jaffray January 1980 - December 1996
Education
University of Iowa - Henry B. Tippie College of Business 1974 — 1979
MA, Finance and Management
Dona Eull-Schultz's Piper Jaffray Experience September 1976 - March 1987
Job President, Leon Frazer & Associates Inc.
Industry Financial Services
Experience
Leon Frazer & Associates Inc. June 2010 - Present
Leon Frazer & Associates March 2008 - May 2010
Jovian Capital April 2007 - May 2008
Legg Mason Canada April 2003 - March 2007
RBC Global Asset Management September 2000 - March 2003
RT Investment Counsel April 1993 - September 2000
Royal Bank Investment Management January 1991 - March 1993
MT Associates March 1988 - December 1990
Piper Jaffray September 1976 - March 1987
Skills
Wealth Management, Asset Managment, New Business Development, Strategic Planning, Marketing Strategy, Portfolio Management, Investments, Mutual Funds, Equities, Asset Management, Investment Strategies, Asset Allocation, Capital Markets, Alternative Investments, Investment Management, Investment Advisory
Education
University of Maryland College Park
BS, Human Ecology
Leon Frazer & Associates Inc. June 2010 - Present
Leon Frazer & Associates March 2008 - May 2010
Jovian Capital April 2007 - May 2008
Legg Mason Canada April 2003 - March 2007
RBC Global Asset Management September 2000 - March 2003
RT Investment Counsel April 1993 - September 2000
Royal Bank Investment Management January 1991 - March 1993
MT Associates March 1988 - December 1990
Piper Jaffray September 1976 - March 1987
Skills
Wealth Management, Asset Managment, New Business Development, Strategic Planning, Marketing Strategy, Portfolio Management, Investments, Mutual Funds, Equities, Asset Management, Investment Strategies, Asset Allocation, Capital Markets, Alternative Investments, Investment Management, Investment Advisory
Education
University of Maryland College Park
BS, Human Ecology
Posh Jesmer's Piper Jaffray Experience August 2010 - December 2013
Job Managing Director at Imperial Capital
Industry Financial Services
Experience
Piper Jaffray August 2010 - December 2013
Piper Jaffray August 2002 - August 2010
Education
University of St. Thomas - Opus College of Business 2000 — 2002
MBA
University of Colorado Boulder 1995 — 1999
BA
Piper Jaffray August 2010 - December 2013
Piper Jaffray August 2002 - August 2010
Education
University of St. Thomas - Opus College of Business 2000 — 2002
MBA
University of Colorado Boulder 1995 — 1999
BA
Blake Cunneen's Piper Jaffray Experience 2006 - 2008
Job Senior Vice President Corporate Development at Endurance International Group
Industry Information Technology and Services
Experience
Endurance International Group November 2008 - Present
Piper Jaffray 2006 - 2008
Skills
Mergers, Mergers & Acquisitions, Start-ups, Financial Modeling, Strategic Partnerships, Corporate Development, Venture Capital, Investor Relations, Private Equity, Management
Education
The University of Chicago 2004 — 2006
MBA, Accounting, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Endurance International Group November 2008 - Present
Piper Jaffray 2006 - 2008
Skills
Mergers, Mergers & Acquisitions, Start-ups, Financial Modeling, Strategic Partnerships, Corporate Development, Venture Capital, Investor Relations, Private Equity, Management
Education
The University of Chicago 2004 — 2006
MBA, Accounting, Finance
University of Illinois at Urbana-Champaign 1997 — 2001
BS, Finance
Thomas Sullivan's Piper Jaffray Experience February 1994 - June 1996
Job Managing Director at River Branch Holdings LLC
Industry Investment Banking
Experience
River Branch Holdings LLC September 2013 - Present
G2 Investment Group, LLC March 2011 - September 2013
Industry Ventures June 2009 - May 2010
Credit Suisse-DLJ April 1998 - January 2009
Row 44, Inc. 2008 - 2009
Pets Choice May 1996 - May 2003
RBC Capital Markets May 1996 - April 1998
Piper Jaffray February 1994 - June 1996
Montgomery Securities August 1989 - January 1994
Skills
Real Estate, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Private Placements, Hedge Funds, Capital Markets, Equities, Asset Management, Fixed Income, Investments, Investor Relations, Due Diligence, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Securities, Corporate Development, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
University of Virginia - Darden Graduate School of Business Administration
MBA
River Branch Holdings LLC September 2013 - Present
G2 Investment Group, LLC March 2011 - September 2013
Industry Ventures June 2009 - May 2010
Credit Suisse-DLJ April 1998 - January 2009
Row 44, Inc. 2008 - 2009
Pets Choice May 1996 - May 2003
RBC Capital Markets May 1996 - April 1998
Piper Jaffray February 1994 - June 1996
Montgomery Securities August 1989 - January 1994
Skills
Real Estate, Private Equity, Venture Capital, Alternative Investments, Investment Banking, Private Placements, Hedge Funds, Capital Markets, Equities, Asset Management, Fixed Income, Investments, Investor Relations, Due Diligence, Corporate Finance, Mergers & Acquisitions, Emerging Markets, Securities, Corporate Development, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Bachelor of Business Administration (BBA), Accounting and Finance
University of Virginia - Darden Graduate School of Business Administration
MBA
Denise Rappmund's Piper Jaffray Experience April 2003 - October 2014
Job Vice President Senior Analyst at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service November 2014 - Present
Piper Jaffray April 2003 - October 2014
Skills
Valuation, Series 7, Strategic Planning, Financial Modeling, Research, Fixed Income, Event Planning, Financial Analysis, Equities, Investment Banking, Credit Analysis, Bloomberg, Capital Markets, Investments, Securities
Education
University of Colorado Boulder 1998 — 2002
BA, Economics, International Affairs, French
Moody's Investors Service November 2014 - Present
Piper Jaffray April 2003 - October 2014
Skills
Valuation, Series 7, Strategic Planning, Financial Modeling, Research, Fixed Income, Event Planning, Financial Analysis, Equities, Investment Banking, Credit Analysis, Bloomberg, Capital Markets, Investments, Securities
Education
University of Colorado Boulder 1998 — 2002
BA, Economics, International Affairs, French
Keri Bearder's Piper Jaffray Experience 1994 - 1998
Job Operational Risk Consultant, VP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo November 2012 - Present
Wells Fargo May 2011 - October 2012
Wells Fargo July 2008 - May 2011
Wells Fargo 2006 - July 2008
Wells Fargo 2003 - 2005
Wells Fargo 2002 - 2003
EW Blanch Holding Reinsurance Company 1999 - 2001
Piper Jaffray 1994 - 1998
Piper Jaffray 1993 - 1994
Skills
Business Continuity, Operational Risk..., Financial Services, Securities, Compliance, Financial Risk, Relationship Management, Operational Risk, Risk Management, Finance, Risk Assessment, Banking, Investments
Education
Cannon Financial Institute
CFIRS
Cannon Financial Institute
CCTS
University of Colorado at Boulder
Bachelor's degree, Finance
Wells Fargo November 2012 - Present
Wells Fargo May 2011 - October 2012
Wells Fargo July 2008 - May 2011
Wells Fargo 2006 - July 2008
Wells Fargo 2003 - 2005
Wells Fargo 2002 - 2003
EW Blanch Holding Reinsurance Company 1999 - 2001
Piper Jaffray 1994 - 1998
Piper Jaffray 1993 - 1994
Skills
Business Continuity, Operational Risk..., Financial Services, Securities, Compliance, Financial Risk, Relationship Management, Operational Risk, Risk Management, Finance, Risk Assessment, Banking, Investments
Education
Cannon Financial Institute
CFIRS
Cannon Financial Institute
CCTS
University of Colorado at Boulder
Bachelor's degree, Finance
Lisa Huey's Piper Jaffray Experience 1980 - 1997
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Stevens Square Foundation 2007 - 2008
Piper Jaffray 1980 - 1997
Skills
Not for Profit Finance, Financial and..., Entrepreneurial Skills, Series 7, Entrepreneurship, Investments, Finance, Management, Financial Services, Wealth Management, Retirement Planning, Strategic Planning, Business Development, Small Business, Portfolio Management, Retirement, Investment Management, Securities, Investment Banking, Fixed Income, Asset Management, Strategic Financial...
Education
University of Iowa 1976 — 1979
completed course work toward a PhD in Business Administration
University of Iowa - Henry B. Tippie College of Business 1976 — 1979
MA, Finance and Management Information Systems
University of Iowa - Henry B. Tippie College of Business 1973 — 1976
BBA, Finance and Management
University of Kentucky 1971 — 1973
General Studies
Washington high school, Cedar Rapids, IA
Merrill Lynch October 2011 - Present
Stevens Square Foundation 2007 - 2008
Piper Jaffray 1980 - 1997
Skills
Not for Profit Finance, Financial and..., Entrepreneurial Skills, Series 7, Entrepreneurship, Investments, Finance, Management, Financial Services, Wealth Management, Retirement Planning, Strategic Planning, Business Development, Small Business, Portfolio Management, Retirement, Investment Management, Securities, Investment Banking, Fixed Income, Asset Management, Strategic Financial...
Education
University of Iowa 1976 — 1979
completed course work toward a PhD in Business Administration
University of Iowa - Henry B. Tippie College of Business 1976 — 1979
MA, Finance and Management Information Systems
University of Iowa - Henry B. Tippie College of Business 1973 — 1976
BBA, Finance and Management
University of Kentucky 1971 — 1973
General Studies
Washington high school, Cedar Rapids, IA
Khang Nguyen's Piper Jaffray Experience May 2011 - August 2011
Job Private Equity Investing
Industry Investment Banking
Experience
Bison Capital June 2014 - Present
Perella Weinberg Partners July 2012 - June 2014
Berkeley Consulting August 2010 - May 2012
Piper Jaffray May 2011 - August 2011
Deloitte Consulting LLP June 2010 - August 2010
Institute for Law and Policy Planning February 2010 - August 2010
University of California, Berkeley June 2009 - June 2010
Skills
Financial Modeling, Bloomberg, Valuation, Mergers, Start-ups, Mergers & Acquisitions, Market Research, Investments, Analysis, Finance, Strategy, LBO, Corporate Finance
Education
University of California, Berkeley
Industrial Engineering & Operations Research, Economics
Bison Capital June 2014 - Present
Perella Weinberg Partners July 2012 - June 2014
Berkeley Consulting August 2010 - May 2012
Piper Jaffray May 2011 - August 2011
Deloitte Consulting LLP June 2010 - August 2010
Institute for Law and Policy Planning February 2010 - August 2010
University of California, Berkeley June 2009 - June 2010
Skills
Financial Modeling, Bloomberg, Valuation, Mergers, Start-ups, Mergers & Acquisitions, Market Research, Investments, Analysis, Finance, Strategy, LBO, Corporate Finance
Education
University of California, Berkeley
Industrial Engineering & Operations Research, Economics
Amber Lindsay Schwartz's Piper Jaffray Experience November 2014 - Present
Job Institutional Fixed Income Sales at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2014 - Present
MountainView Capital Group, LLC November 2012 - November 2014
Sanders Morris Harris Group, Inc. December 2006 - November 2012
Oppenheimer & Co January 2004 - December 2006
CIBC Oppenheimer March 2001 - December 2003
Duncan Williams, Inc. May 1996 - March 2001
Skills
Fixed Income, Institutional Sales, Series 7, Series 66, Series 63, Public Funds, Banks &..., Bloomberg, Govt Agencies, Mtg..., Alternative Investments, Asset Management
Education
University of Houston
Piper Jaffray November 2014 - Present
MountainView Capital Group, LLC November 2012 - November 2014
Sanders Morris Harris Group, Inc. December 2006 - November 2012
Oppenheimer & Co January 2004 - December 2006
CIBC Oppenheimer March 2001 - December 2003
Duncan Williams, Inc. May 1996 - March 2001
Skills
Fixed Income, Institutional Sales, Series 7, Series 66, Series 63, Public Funds, Banks &..., Bloomberg, Govt Agencies, Mtg..., Alternative Investments, Asset Management
Education
University of Houston
Cooper Caillier's Piper Jaffray Experience 2006 - 2008
Job Associate at Brockway Moran & Partners
Industry Venture Capital & Private Equity
Experience
Brockway Moran & Partners August 2008 - Present
Piper Jaffray 2006 - 2008
Skills
Private Equity, Investment Banking, Due Diligence, Corporate Development
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Business Administration
Brockway Moran & Partners August 2008 - Present
Piper Jaffray 2006 - 2008
Skills
Private Equity, Investment Banking, Due Diligence, Corporate Development
Education
University of Colorado Boulder 2002 — 2006
BA, Economics
University of Colorado Boulder - Leeds School of Business 2002 — 2006
BS, Business Administration
Roger Felthoven's Piper Jaffray Experience November 1985 - September 1998
Job Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney July 2008 - Present
RBC Wealth Management October 1998 - July 2008
Piper Jaffray November 1985 - September 1998
Education
UCLA 1969 — 1972
Bachelor of Science (BS), Political Science/Economics
Morgan Stanley Smith Barney July 2008 - Present
RBC Wealth Management October 1998 - July 2008
Piper Jaffray November 1985 - September 1998
Education
UCLA 1969 — 1972
Bachelor of Science (BS), Political Science/Economics
Chuck Whitesell's Piper Jaffray Experience March 2004 - February 2005
Job Vice President, Research Analyst at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2011 - Present
Barclays Capital/Lehman Brothers June 2002 - April 2011
Piper Jaffray March 2004 - February 2005
UBS WARBURG/PAINEWEBBER December 1999 - June 2002
University of Iowa Hospitals and Clinics July 1993 - December 1999
Education
The University of Chicago 1997 — 1999
MBA, Concentrations in Accounting and Finance
University of Iowa 1986 — 1988
MHA, Hospital and Health Administration
University of Iowa 1982 — 1986
B.S., Sociology
BMO Capital Markets May 2011 - Present
Barclays Capital/Lehman Brothers June 2002 - April 2011
Piper Jaffray March 2004 - February 2005
UBS WARBURG/PAINEWEBBER December 1999 - June 2002
University of Iowa Hospitals and Clinics July 1993 - December 1999
Education
The University of Chicago 1997 — 1999
MBA, Concentrations in Accounting and Finance
University of Iowa 1986 — 1988
MHA, Hospital and Health Administration
University of Iowa 1982 — 1986
B.S., Sociology
Rick Bellinger's Piper Jaffray Experience 2012 - March 2013
Job Cantor Fitzgerald, VP, Fixed Income Institutional Sales
Industry Investment Banking
Experience
Cantor Fitzgerald February 2013 - Present
Piper Jaffray 2012 - March 2013
Vail Resorts 2011 - 2012
Brown Brothers Harriman 2010 - 2010
Proper Studios 2008 - 2010
Specialty Sports Venture 2007 - 2008
Bellinger Capital 2003 - 2007
Skills
Investments, Bloomberg, Investor Relations, Investment Strategies, Financial Markets, Business Development, Capital Markets, Business Strategy, Public Finance, Municipal Bonds
Education
University of Denver - Daniels College of Business 2003 — 2008
B.S.B.A., Business & Economics
Brunswick School 1999 — 2003
High School Diploma
Cantor Fitzgerald February 2013 - Present
Piper Jaffray 2012 - March 2013
Vail Resorts 2011 - 2012
Brown Brothers Harriman 2010 - 2010
Proper Studios 2008 - 2010
Specialty Sports Venture 2007 - 2008
Bellinger Capital 2003 - 2007
Skills
Investments, Bloomberg, Investor Relations, Investment Strategies, Financial Markets, Business Development, Capital Markets, Business Strategy, Public Finance, Municipal Bonds
Education
University of Denver - Daniels College of Business 2003 — 2008
B.S.B.A., Business & Economics
Brunswick School 1999 — 2003
High School Diploma
Adrian Paz's Piper Jaffray Experience April 2014 - Present
Job Research Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2014 - Present
Bruin Value Investing January 2012 - Present
Breakwater Investment Management August 2010 - April 2014
Paramita Investments November 2007 - August 2010
Smith Barney January 2008 - June 2008
Wedbush Morgan Securities July 2007 - September 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Valuation, Mergers, Equity Research, Mergers & Acquisitions, Capital IQ, Credit, Portfolio Management, Financial Structuring, Economics, Banking, Financial Advisory, Due Diligence
Education
University of California, Los Angeles 2005 — 2008
BA
San Dimas High School
Piper Jaffray April 2014 - Present
Bruin Value Investing January 2012 - Present
Breakwater Investment Management August 2010 - April 2014
Paramita Investments November 2007 - August 2010
Smith Barney January 2008 - June 2008
Wedbush Morgan Securities July 2007 - September 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Business Valuation, Mergers, Equity Research, Mergers & Acquisitions, Capital IQ, Credit, Portfolio Management, Financial Structuring, Economics, Banking, Financial Advisory, Due Diligence
Education
University of California, Los Angeles 2005 — 2008
BA
San Dimas High School
Adam Maeder's Piper Jaffray Experience June 2010 - July 2013
Job Associate Analyst at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Wells Fargo Securities May 2015 - Present
Westwicke Partners, LLC October 2013 - May 2015
Piper Jaffray June 2010 - July 2013
University of Iowa Krause Fund January 2010 - May 2010
Principal Global Investors January 2009 - August 2009
Baker Tilly Virchow Krause, LLP June 2008 - July 2008
Skills
Financial Modeling, Investments, Equity Capital Markets, Valuation, Bloomberg, Equities, Financial Analysis, Investor Relations, FactSet
Education
University of Iowa - Henry B. Tippie College of Business
B.B.A., Finance
IES Institute of Milan, Italy
Joshua G. Winston, CIMA's Piper Jaffray Experience 2000 - 2006
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Deskhub 2014 - Present
Wells Fargo Advisors, LLC March 2007 - February 2014
UBS October 2000 - March 2007
Piper Jaffray 2000 - 2006
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Ameriprise Financial Services, Inc. February 2014 - Present
Deskhub 2014 - Present
Wells Fargo Advisors, LLC March 2007 - February 2014
UBS October 2000 - March 2007
Piper Jaffray 2000 - 2006
Education
University of Arizona 1995 — 1999
Bachelor of Arts (B.A.), Psychology
University of California, Berkeley
Certified Investment Management Analyst (CIMA)
Mandy Gilkes's Piper Jaffray Experience April 2014 - Present
Job CPA
Industry Financial Services
Experience
Piper Jaffray April 2014 - Present
Northern Trust May 2011 - November 2013
PricewaterhouseCoopers August 2009 - May 2011
University of Illinois at Urbana-Champaign April 2007 - April 2009
PricewaterhouseCoopers June 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Accounting, SEC filings, US GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Finance, Financial Modeling, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Accounting Science, Accounting, Finance
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Accounting Science, Accounting
Piper Jaffray April 2014 - Present
Northern Trust May 2011 - November 2013
PricewaterhouseCoopers August 2009 - May 2011
University of Illinois at Urbana-Champaign April 2007 - April 2009
PricewaterhouseCoopers June 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Accounting, SEC filings, US GAAP, Internal Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, Finance, Financial Modeling, Valuation
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2009
Master of Accounting Science, Accounting, Finance
University of Illinois at Urbana-Champaign - College of Business 2004 — 2008
Bachelor of Accounting Science, Accounting
Jeff Sussman's Piper Jaffray Experience 1999 - 2002
Job Managing Partner at First Hill Partners, LLC
Industry Financial Services
Experience
First Hill Partners, LLC October 2010 - Present
G&S Oil Products, Inc. 1995 - Present
Aspire Partners June 2010 - Present
Cantor Fitzgerald July 2006 - June 2010
Cascadia Capital March 2003 - July 2006
Exigen Group March 2002 - March 2003
Piper Jaffray 1999 - 2002
Skills
Venture Capital, Investment Banking, Divestitures, Growth Capital, Corporate Development
Education
Cherry Creek
University of Colorado at Boulder - Leeds School of Business
BS
First Hill Partners, LLC October 2010 - Present
G&S Oil Products, Inc. 1995 - Present
Aspire Partners June 2010 - Present
Cantor Fitzgerald July 2006 - June 2010
Cascadia Capital March 2003 - July 2006
Exigen Group March 2002 - March 2003
Piper Jaffray 1999 - 2002
Skills
Venture Capital, Investment Banking, Divestitures, Growth Capital, Corporate Development
Education
Cherry Creek
University of Colorado at Boulder - Leeds School of Business
BS
Jennifer O'Neilll's Piper Jaffray Experience RSA SupervisorPiper Jaffray2001 - Present
Job RSA Supervisor at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray RSA SupervisorPiper Jaffray2001 - Present
Skills
Series 63, RSA Security, Securities, Series 7, Bonds, Fixed Income
Education
University of Evansville
Piper Jaffray RSA SupervisorPiper Jaffray2001 - Present
Skills
Series 63, RSA Security, Securities, Series 7, Bonds, Fixed Income
Education
University of Evansville
Sarah Ospina's Piper Jaffray Experience May 2004 - August 2011
Job Workday
Industry Computer Software
Experience
Piper Jaffray May 2004 - August 2011
Fulcrum Global Partners August 2003 - April 2004
WR Hambrecht + Co February 2000 - July 2003
Volpe Brown Whalen & Company September 1998 - December 1999
Skills
Series 7, Series 63, Series 55, Business Development, Sales, Strategic Financial..., Investment Management, FINRA, SaaS, Bloomberg, Investments
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Palo Alto High School 1990 — 1994
Piper Jaffray May 2004 - August 2011
Fulcrum Global Partners August 2003 - April 2004
WR Hambrecht + Co February 2000 - July 2003
Volpe Brown Whalen & Company September 1998 - December 1999
Skills
Series 7, Series 63, Series 55, Business Development, Sales, Strategic Financial..., Investment Management, FINRA, SaaS, Bloomberg, Investments
Education
University of Colorado at Boulder 1994 — 1998
Bachelor of Science (BS), Business Administration and Management, General
Palo Alto High School 1990 — 1994
Alan Gingold's Piper Jaffray Experience March 1973 - August 1980
Job CFO at Lorenz Bus Service
Industry Events Services
Experience
Lorenz Bus Service January 1994 - Present
Investment Banking 1980 - 1994
Piper Jaffray March 1973 - August 1980
Education
University of Illinois at Urbana-Champaign 1970 — 1972
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor of Science (BS), Finance
high school
Lorenz Bus Service January 1994 - Present
Investment Banking 1980 - 1994
Piper Jaffray March 1973 - August 1980
Education
University of Illinois at Urbana-Champaign 1970 — 1972
Master of Science (MS), Finance
University of Illinois at Urbana-Champaign 1966 — 1970
Bachelor of Science (BS), Finance
high school
Seth Kim's Piper Jaffray Experience May 2011 - December 2011
Job Financial Analyst at Marin Software
Industry Information Technology and Services
Experience
Marin Software September 2015 - Present
Marin Software March 2014 - August 2015
Citi March 2012 - February 2014
Piper Jaffray May 2011 - December 2011
Hanwha Securities June 2010 - August 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Marin Software September 2015 - Present
Marin Software March 2014 - August 2015
Citi March 2012 - February 2014
Piper Jaffray May 2011 - December 2011
Hanwha Securities June 2010 - August 2010
Education
Haas School of Business, UC Berkeley 2008 — 2012
Bachelor of Science (B.S.), Business Administration
Jeffrey Weaver's Piper Jaffray Experience May 2013 - Present
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
Gleacher & Co July 2012 - April 2013
Ally Financial Inc. May 2011 - April 2012
Robert W. Baird & Co. February 2009 - May 2011
RBS Greenwich Capital March 2004 - December 2008
RFC February 2002 - March 2004
Skills
Capital Markets, Sales, MBS, Loans, ABS, Portfolio Management
Education
New York University, Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Michigan 1983 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Piper Jaffray May 2013 - Present
Gleacher & Co July 2012 - April 2013
Ally Financial Inc. May 2011 - April 2012
Robert W. Baird & Co. February 2009 - May 2011
RBS Greenwich Capital March 2004 - December 2008
RFC February 2002 - March 2004
Skills
Capital Markets, Sales, MBS, Loans, ABS, Portfolio Management
Education
New York University, Stern School of Business 1988 — 1991
Master of Business Administration (MBA), Finance, General
University of Michigan 1983 — 1986
Bachelor of Business Administration (BBA), Accounting and Finance
Mathew Hermann's Piper Jaffray Experience 1999 - 2004
Job President at Anyotherday, Inc.
Industry Automotive
Experience
Anyotherday, Inc. 2005 - Present
Piper Jaffray 1999 - 2004
Skills
Corporate Finance, Customer Service, Mergers & Acquisitions, Strategy, Business Strategy
Education
University of California, Santa Cruz 1997 — 2000
Bachelor, Economics
Anyotherday, Inc. 2005 - Present
Piper Jaffray 1999 - 2004
Skills
Corporate Finance, Customer Service, Mergers & Acquisitions, Strategy, Business Strategy
Education
University of California, Santa Cruz 1997 — 2000
Bachelor, Economics
Alisha Garcia's Piper Jaffray Experience February 2002 - August 2006
Job Senior Trust & Investment Operations Administrator at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank September 2006 - Present
Piper Jaffray February 2002 - August 2006
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
First Western Trust Bank September 2006 - Present
Piper Jaffray February 2002 - August 2006
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
Ken Kauftheil's Piper Jaffray Experience November 1999 - July 2005
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2005 - Present
Piper Jaffray November 1999 - July 2005
Bear Stearns March 1990 - November 1999
Skills
Securities, Equities, Fixed Income, Investment Banking, Leveraged Finance, Commodity, Capital Markets, Valuation, Bloomberg, Investments, Equity Research, Alternative Investments
Education
USC 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance, Real Estate
UCSB 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
Jefferies & Company July 2005 - Present
Piper Jaffray November 1999 - July 2005
Bear Stearns March 1990 - November 1999
Skills
Securities, Equities, Fixed Income, Investment Banking, Leveraged Finance, Commodity, Capital Markets, Valuation, Bloomberg, Investments, Equity Research, Alternative Investments
Education
USC 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance, Real Estate
UCSB 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
Alisha Garcia's Piper Jaffray Experience August 2002 - September 2005
Job Manager Trust & Investment Operations at First Western Trust Bank
Industry Financial Services
Experience
First Western Trust Bank September 2006 - Present
Piper Jaffray August 2002 - September 2005
Skills
Investments, Financial Services, Operations Management, Equities, Management, Alternative Investments, Leadership, Finance, Asset Management, Mergers & Acquisitions, Banking, Risk Management
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
First Western Trust Bank September 2006 - Present
Piper Jaffray August 2002 - September 2005
Skills
Investments, Financial Services, Operations Management, Equities, Management, Alternative Investments, Leadership, Finance, Asset Management, Mergers & Acquisitions, Banking, Risk Management
Education
University of Colorado at Denver 2001 — 2006
Bachelor of Arts (B.A.), English Writing with an Emphasis in Professional Writing
William Mercer's Piper Jaffray Experience October 1993 - August 2001
Job Vice President at UBS
Industry Financial Services
Experience
UBS August 2001 - Present
Piper Jaffray October 1993 - August 2001
Boettcher & Company September 1987 - September 1993
Education
Parsons Colege
Bachelor of Arts (B.A.)
University of Iowa
Bachelor of Arts (BA)
UBS August 2001 - Present
Piper Jaffray October 1993 - August 2001
Boettcher & Company September 1987 - September 1993
Education
Parsons Colege
Bachelor of Arts (B.A.)
University of Iowa
Bachelor of Arts (BA)
Matthew Luckoff's Piper Jaffray Experience March 2015 - Present
Job Debt Capital Markets Analyst at Piper Jaffray
Industry
Experience
Piper Jaffray March 2015 - Present
Royal Bank of Scotland July 2014 - March 2015
Detroit Technology Exchange (DTX) May 2013 - July 2013
BodyPartChart June 2012 - August 2012
Quicken Loans June 2011 - August 2011
Fathead June 2009 - August 2009
Honigman Miller Schwartz and Cohn LLP June 2008 - August 2008
Skills
Marketing, Securities, Entrepreneurship, Start-ups, Finance
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics Major, Business Minor, Senior
Piper Jaffray March 2015 - Present
Royal Bank of Scotland July 2014 - March 2015
Detroit Technology Exchange (DTX) May 2013 - July 2013
BodyPartChart June 2012 - August 2012
Quicken Loans June 2011 - August 2011
Fathead June 2009 - August 2009
Honigman Miller Schwartz and Cohn LLP June 2008 - August 2008
Skills
Marketing, Securities, Entrepreneurship, Start-ups, Finance
Education
University of Michigan 2010 — 2014
Bachelor of Arts (BA), Economics Major, Business Minor, Senior
Marc Silver's Piper Jaffray Experience April 2012 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Raymond James Financial Inc. May 2008 - April 2012
A.G. Edwards September 2005 - May 2008
Skills
Investment Banking, Investments, Equities, Hedge Funds, Capital Markets, Private Equity, Healthcare finance, Senior Living Finance, Finance, Healthcare, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Team Building, Due Diligence, Financial Modeling, Budgets, Management
Education
University of Pennsylvania 1992 — 1994
Master's of Government Administration
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Science - Business Administration, Concentration in Finance
Piper Jaffray April 2012 - Present
Raymond James Financial Inc. May 2008 - April 2012
A.G. Edwards September 2005 - May 2008
Skills
Investment Banking, Investments, Equities, Hedge Funds, Capital Markets, Private Equity, Healthcare finance, Senior Living Finance, Finance, Healthcare, Strategic Planning, Financial Analysis, Mergers & Acquisitions, Team Building, Due Diligence, Financial Modeling, Budgets, Management
Education
University of Pennsylvania 1992 — 1994
Master's of Government Administration
University of Delaware - Lerner College of Business and Economics 1983 — 1987
Bachelor of Science - Business Administration, Concentration in Finance
Jeffrey M. Eggemeyer's Piper Jaffray Experience May 2003 - June 2010
Job Senior Partner Belcaro Partners
Industry Investment Management
Experience
Self-employed March 2010 - Present
Piper Jaffray May 2003 - June 2010
First Community Bancorp February 2000 - May 2003
U.S. Bank January 1998 - February 2000
Piper Jaffray January 1991 - March 1998
Boettcher & Company January 1985 - January 1991
E. & J. Gallo Winery November 1983 - January 1985
Skills
Investments, Capital Raising, Project Finance, Philanthropy, Non-profit Board..., Banking, Portfolio Management, Financial Modeling
Education
University of Denver 1980 — 1983
BSBA, Marketing/Finance
Self-employed March 2010 - Present
Piper Jaffray May 2003 - June 2010
First Community Bancorp February 2000 - May 2003
U.S. Bank January 1998 - February 2000
Piper Jaffray January 1991 - March 1998
Boettcher & Company January 1985 - January 1991
E. & J. Gallo Winery November 1983 - January 1985
Skills
Investments, Capital Raising, Project Finance, Philanthropy, Non-profit Board..., Banking, Portfolio Management, Financial Modeling
Education
University of Denver 1980 — 1983
BSBA, Marketing/Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS