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,
Piper Jaffray List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Piper Jaffray. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Piper Jaffray Salaries. You can even request information on how much does Piper Jaffray pay if you want to. Learn about salaries, pros and cons of working for Piper Jaffray directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,854 Piper Jaffray employees in database. Find out everything there's to know about Piper Jaffray employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Piper Jaffray Employees
Employee
Years
Job
Industry
Kayla (Berg) Wesser Kayla (Berg) Wesser's Piper Jaffray Experience June 2013 - Present
Job Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2013 - Present
Piper Jaffray May 2012 - May 2013
Piper Jaffray April 2011 - December 2011
Sapphire Consulting September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Budgets
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Marketing
Piper Jaffray June 2013 - Present
Piper Jaffray May 2012 - May 2013
Piper Jaffray April 2011 - December 2011
Sapphire Consulting September 2010 - May 2011
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Financial Analysis, Budgets
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Marketing
Peggy Keefe Peggy Keefe's Piper Jaffray Experience September 1995 - January 2007
Job Spiritual Recovery Advocate
Industry Mental Health Care
Experience
The Retreat November 2007 - September 2014
Piper Jaffray September 1995 - January 2007
Skills
Accounting & Finance..., Database Management, Computer Proficiency, Fundraising & Event..., Social Media Marketing, Public Accounting..., Tax Accounting, Medical Office Assistant, Writing
Education
University of Minnesota-Twin Cities
Liberal Arts
The Retreat November 2007 - September 2014
Piper Jaffray September 1995 - January 2007
Skills
Accounting & Finance..., Database Management, Computer Proficiency, Fundraising & Event..., Social Media Marketing, Public Accounting..., Tax Accounting, Medical Office Assistant, Writing
Education
University of Minnesota-Twin Cities
Liberal Arts
Ina Budnik Ina Budnik's Piper Jaffray Experience June 2011 - October 2012
Job Finance
Industry Financial Services
Experience
RPX Corporation September 2014 - Present
The Tile Shop October 2012 - September 2014
Piper Jaffray June 2011 - October 2012
Piper Jaffray May 2010 - June 2011
Carlson Funds Enterprise January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equities, Bloomberg, Analysis, DCF, Financial Reporting, Business Strategy, Microsoft Excel, Financial Forecasting, Public Companies, Financial Statement..., Business Valuation, Investor Relations, Department Budgeting, Corporate FP&A, Retail, Business Analysis, Business Objects, Strategic Planning, Operations Management, Operational Analysis, Due Diligence, Modeling, PowerPoint, Cash Flow Forecasting, Free Cash Flow, DCF Valuation, LBO, IPO, Secondary Offerings, Forecasting, Stra, Strategy, SAP Implementation, Process Improvement, operation
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science in Business
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.) - Finance
RPX Corporation September 2014 - Present
The Tile Shop October 2012 - September 2014
Piper Jaffray June 2011 - October 2012
Piper Jaffray May 2010 - June 2011
Carlson Funds Enterprise January 2010 - May 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Equity Research, Finance, Investment Banking, Corporate Finance, Mergers & Acquisitions, Equities, Bloomberg, Analysis, DCF, Financial Reporting, Business Strategy, Microsoft Excel, Financial Forecasting, Public Companies, Financial Statement..., Business Valuation, Investor Relations, Department Budgeting, Corporate FP&A, Retail, Business Analysis, Business Objects, Strategic Planning, Operations Management, Operational Analysis, Due Diligence, Modeling, PowerPoint, Cash Flow Forecasting, Free Cash Flow, DCF Valuation, LBO, IPO, Secondary Offerings, Forecasting, Stra, Strategy, SAP Implementation, Process Improvement, operation
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Science in Business
University of Minnesota - Carlson School of Management 2009 — 2011
Bachelor of Business Administration (B.B.A.) - Finance
Jill Hughes, M.A. HRIR, CCP's Piper Jaffray Experience May 1996 - December 1996
Job Director, Executive Compensation at Pentair
Industry Electrical/Electronic Manufacturing
Experience
Pentair July 2007 - Present
Twin Cities Marathon October 2003 - November 2011
Twin Cities Compensation Network (TCCN) January 2005 - December 2010
GE Capital Fleet Services September 2000 - July 2007
Fingerhut May 1998 - September 2000
Kurt Manufacturing January 1997 - May 1998
Piper Jaffray May 1996 - December 1996
Skills
Executive, base and..., Short and long term..., Compensation committee...
Education
University of Minnesota - Carlson School of Management
MA-HRIR, Human Resources and Industrial Relations
University of St. Thomas - Opus College of Business
BA, Business and Human Resources
Pentair July 2007 - Present
Twin Cities Marathon October 2003 - November 2011
Twin Cities Compensation Network (TCCN) January 2005 - December 2010
GE Capital Fleet Services September 2000 - July 2007
Fingerhut May 1998 - September 2000
Kurt Manufacturing January 1997 - May 1998
Piper Jaffray May 1996 - December 1996
Skills
Executive, base and..., Short and long term..., Compensation committee...
Education
University of Minnesota - Carlson School of Management
MA-HRIR, Human Resources and Industrial Relations
University of St. Thomas - Opus College of Business
BA, Business and Human Resources
Kimberly (Osborne) Saunders, CPA Kimberly (Osborne) Saunders, CPA's Piper Jaffray Experience 1994 - 1999
Job Finance Manager at Minnesota Children's Museum
Industry Staffing and Recruiting
Experience
Minnesota Children's Museum August 2014 - Present
Robert Half Management Resources December 2009 - Present
Health Fitness Corporation 2010 - 2010
Stock Roofing Company February 2009 - December 2009
Vision-Ease Lens 2007 - 2008
TLC Companies 2002 - 2007
McGladrey 2000 - 2002
Bay West, Inc. 1999 - 2000
Piper Jaffray 1994 - 1999
Skills
Payroll, PeopleSoft, Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Microsoft Excel, Accounting, Budgets, Risk Management, Microsoft Office, JD Edwards, Team Building, SEC filings, GAAP, General Ledger, Great Plains Software, Mas 90, Fixed Assets, PowerPoint
Education
University of Minnesota - Carlson School of Management 1997 — 2000
BS, Accounting
Minnesota Children's Museum August 2014 - Present
Robert Half Management Resources December 2009 - Present
Health Fitness Corporation 2010 - 2010
Stock Roofing Company February 2009 - December 2009
Vision-Ease Lens 2007 - 2008
TLC Companies 2002 - 2007
McGladrey 2000 - 2002
Bay West, Inc. 1999 - 2000
Piper Jaffray 1994 - 1999
Skills
Payroll, PeopleSoft, Accounts Payable, Accounts Receivable, Account Reconciliation, QuickBooks, Microsoft Excel, Accounting, Budgets, Risk Management, Microsoft Office, JD Edwards, Team Building, SEC filings, GAAP, General Ledger, Great Plains Software, Mas 90, Fixed Assets, PowerPoint
Education
University of Minnesota - Carlson School of Management 1997 — 2000
BS, Accounting
Crosby Sampson's Piper Jaffray Experience June 2015 - Present
Job Healthcare Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Piper Jaffray November 2014 - January 2015
Piper Jaffray October 2013 - November 2014
Northern Buoy Accessories May 2012 - September 2014
Deloitte August 2013 - August 2014
Raymond James Financial Inc. July 2013 - November 2013
State Farm May 2013 - August 2013
Brown Wealth Management January 2013 - May 2013
Skills
Financial Analysis, Networking, PowerPoint, Financial Modeling, Excel models, Equity Trading, Analytics, Google Adwords, Microsoft Excel, Stocks, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Major: Finance and Accounting Minor: Management Information Systems
Orono High School 2007 — 2011
Piper Jaffray June 2015 - Present
Piper Jaffray November 2014 - January 2015
Piper Jaffray October 2013 - November 2014
Northern Buoy Accessories May 2012 - September 2014
Deloitte August 2013 - August 2014
Raymond James Financial Inc. July 2013 - November 2013
State Farm May 2013 - August 2013
Brown Wealth Management January 2013 - May 2013
Skills
Financial Analysis, Networking, PowerPoint, Financial Modeling, Excel models, Equity Trading, Analytics, Google Adwords, Microsoft Excel, Stocks, Finance
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Major: Finance and Accounting Minor: Management Information Systems
Orono High School 2007 — 2011
Andrew Heim's Piper Jaffray Experience May 2015 - Present
Job Investment Banking Summer Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Piper Jaffray November 2014 - May 2015
TCF Bank January 2014 - August 2014
Spok (formerly USA Mobility Wireless and Amcom Software) June 2010 - September 2013
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Customer Service, Microsoft Word, Strategic Planning, Essbase, Financial Reporting, Reporting & Analysis, Financial Modeling, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Accounting and Finance, Junior
Eden Prairie High School 2008 — 2012
Honors Diploma
Cornell University Summer College 2011 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Piper Jaffray May 2015 - Present
Piper Jaffray November 2014 - May 2015
TCF Bank January 2014 - August 2014
Spok (formerly USA Mobility Wireless and Amcom Software) June 2010 - September 2013
Skills
Salesforce.com, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Office, Customer Service, Microsoft Word, Strategic Planning, Essbase, Financial Reporting, Reporting & Analysis, Financial Modeling, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Bachelor of Science in Business (B.S.B), Accounting and Finance, Junior
Eden Prairie High School 2008 — 2012
Honors Diploma
Cornell University Summer College 2011 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Fatima Ahmad's Piper Jaffray Experience June 2015 - Present
Job Human Capital Intern at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Federal Reserve Bank of Minneapolis June 2014 - August 2014
Skills
Public Speaking, Leadership, Microsoft Excel, Team Leadership, Customer Service
Education
University of Minnesota-Twin Cities 2015 — 2019
Bachelor of Arts (B.A.), Economics
Southwest high school 2011 — 2015
Piper Jaffray June 2015 - Present
Federal Reserve Bank of Minneapolis June 2014 - August 2014
Skills
Public Speaking, Leadership, Microsoft Excel, Team Leadership, Customer Service
Education
University of Minnesota-Twin Cities 2015 — 2019
Bachelor of Arts (B.A.), Economics
Southwest high school 2011 — 2015
Samuel Herman, CFA's Piper Jaffray Experience May 2007 - November 2007
Job Senior Associate at Amstar Advisers Real Estate Private Equity
Industry Financial Services
Experience
Amstar Group November 2011 - Present
Resource Land Holdings July 2009 - November 2011
Canaccord Adams July 2008 - November 2008
Piper Jaffray May 2007 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Investments, Equity Research, Financial Analysis, Investment Banking, Portfolio Management, Bloomberg, Due Diligence, Asset Managment, Finance, Fixed Income, Emerging Markets
Education
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science in Business, Finance
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science, Finance
Amstar Group November 2011 - Present
Resource Land Holdings July 2009 - November 2011
Canaccord Adams July 2008 - November 2008
Piper Jaffray May 2007 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Investments, Equity Research, Financial Analysis, Investment Banking, Portfolio Management, Bloomberg, Due Diligence, Asset Managment, Finance, Fixed Income, Emerging Markets
Education
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science in Business, Finance
University of Minnesota - Carlson School of Management 2005 — 2008
Bachelor's of Science, Finance
Eric Frueh's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Carlson School of Management Funds Enterprise November 2013 - May 2015
Baseline Tennis Center May 2012 - May 2015
Carlson School of Management January 2015 - March 2015
Stone Arch Capital September 2014 - December 2014
Piper Jaffray June 2014 - August 2014
Coach for College July 2013 - August 2013
Nike Tennis Camp June 2013 - June 2013
Golden Valley Golf and Country Club May 2012 - August 2012
Skills
Highly motivated..., Time Management, Teamwork, Leadership, Microsoft Excel, Customer Service, PowerPoint, Finance, Investment Banking, Analytics, Research, Valuation, Strategy, Investments
Education
University of Minnesota-Twin Cities 2012 — 2015
Bachelor of Science (BS), Accounting and Finance
University of Minnesota - Carlson School of Management 2011 — 2015
Rochester Century High School
Piper Jaffray June 2015 - Present
Carlson School of Management Funds Enterprise November 2013 - May 2015
Baseline Tennis Center May 2012 - May 2015
Carlson School of Management January 2015 - March 2015
Stone Arch Capital September 2014 - December 2014
Piper Jaffray June 2014 - August 2014
Coach for College July 2013 - August 2013
Nike Tennis Camp June 2013 - June 2013
Golden Valley Golf and Country Club May 2012 - August 2012
Skills
Highly motivated..., Time Management, Teamwork, Leadership, Microsoft Excel, Customer Service, PowerPoint, Finance, Investment Banking, Analytics, Research, Valuation, Strategy, Investments
Education
University of Minnesota-Twin Cities 2012 — 2015
Bachelor of Science (BS), Accounting and Finance
University of Minnesota - Carlson School of Management 2011 — 2015
Rochester Century High School
Brian Peltier Brian Peltier's Piper Jaffray Experience December 2012 - Present
Job Compliance Analyst at Piper Jaffray, Juris Doctor Candidate at University of St. Thomas School of Law
Industry Investment Banking
Experience
Piper Jaffray December 2012 - Present
RBC Wealth Management September 2011 - December 2012
RBC Wealth Management September 2010 - September 2011
University of Minnesota Duluth September 2006 - September 2008
University of Minnesota Duluth January 2008 - May 2008
University of Minnesota Duluth January 2008 - May 2008
Skills
Securities, Series 7, FINRA, Series 24, Equities, VBA, Uniform Combined State..., Investments, Finance, Compliance, Broker-Dealer, DTC, Series 66, Securities Licensing, Investment Advisory, General Securities..., Actimize, Hyperion Interactive..., Public Finance, Panorama, e-Discovery, Suitability, Financial Services, Mutual Funds, Series 55
Education
University of St. Thomas School of Law 2015 — 2018
Juris Doctor Candidate, Law, 1L
University of Minnesota-Duluth 2005 — 2009
Bachelor of Arts, Spanish Studies
Piper Jaffray December 2012 - Present
RBC Wealth Management September 2011 - December 2012
RBC Wealth Management September 2010 - September 2011
University of Minnesota Duluth September 2006 - September 2008
University of Minnesota Duluth January 2008 - May 2008
University of Minnesota Duluth January 2008 - May 2008
Skills
Securities, Series 7, FINRA, Series 24, Equities, VBA, Uniform Combined State..., Investments, Finance, Compliance, Broker-Dealer, DTC, Series 66, Securities Licensing, Investment Advisory, General Securities..., Actimize, Hyperion Interactive..., Public Finance, Panorama, e-Discovery, Suitability, Financial Services, Mutual Funds, Series 55
Education
University of St. Thomas School of Law 2015 — 2018
Juris Doctor Candidate, Law, 1L
University of Minnesota-Duluth 2005 — 2009
Bachelor of Arts, Spanish Studies
Jimmer Dorweiler Jimmer Dorweiler's Piper Jaffray Experience September 2014 - Present
Job Vice President at Piper Jaffray & Co.
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
Green Manning & Bunch, Ltd. March 2011 - September 2014
Level 3 Communications October 2010 - March 2011
BMO Capital Markets July 2007 - July 2010
University of Minnesota Athletics September 2003 - May 2007
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Development, Financial Analysis, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Finance, Portfolio Management, Equities
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance
Piper Jaffray September 2014 - Present
Green Manning & Bunch, Ltd. March 2011 - September 2014
Level 3 Communications October 2010 - March 2011
BMO Capital Markets July 2007 - July 2010
University of Minnesota Athletics September 2003 - May 2007
Skills
Valuation, Financial Modeling, Due Diligence, Corporate Development, Financial Analysis, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, Corporate Finance, Portfolio Management, Equities
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science, Finance
David Mattson David Mattson's Piper Jaffray Experience November 2014 - March 2015
Job Investment Analyst at Parametric
Industry Banking
Experience
Parametric May 2015 - Present
Parametric March 2015 - May 2015
Piper Jaffray November 2014 - March 2015
Probes Reporter, LLC. September 2014 - October 2014
U.S. Bank June 2014 - August 2014
RockPaperStar January 2014 - August 2014
Skills
Growth Investing, Accounting, Public Speaking, Management, Banking, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Bachelor's Degree, Finance, General
Parametric May 2015 - Present
Parametric March 2015 - May 2015
Piper Jaffray November 2014 - March 2015
Probes Reporter, LLC. September 2014 - October 2014
U.S. Bank June 2014 - August 2014
RockPaperStar January 2014 - August 2014
Skills
Growth Investing, Accounting, Public Speaking, Management, Banking, Corporate Finance
Education
University of Minnesota - Carlson School of Management 2012 — 2015
Bachelor's Degree, Finance, General
Jason Dugan Jason Dugan's Piper Jaffray Experience 1999 - 2001
Job CFO at Wholesale Produce Supply
Industry Food & Beverages
Experience
Wholesale Produce Supply March 2015 - Present
New French Bakery / Arbor Ivestmestments October 2014 - March 2015
Trudeau Foods, a division of United Natural Foods, Inc. 2006 - September 2014
Stone Gate Foods, a division of Trudeau Foods 2007 - 2011
Merrill Lynch 2004 - 2007
U.S. Bank 1997 - 2003
Piper Jaffray 1999 - 2001
Jostens 1997 - 1999
PricewaterhouseCoopers 1993 - 1997
Skills
Finance, Leadership, Private Equity, Food & Beverage, Sales Force Development, Strategic Planning, Operations Management, Turnaround Experience, Mergers & Acquisitions, Change Management, Forecasting, Management, Strategy, P&L Management, Sales, Financial Analysis, P&L, Team Building, Budgets, Internal Controls, Business Strategy
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategic Management and Finance
University of Northern Iowa 1988 — 2003
BA, Accounting and Information Technology
Wholesale Produce Supply March 2015 - Present
New French Bakery / Arbor Ivestmestments October 2014 - March 2015
Trudeau Foods, a division of United Natural Foods, Inc. 2006 - September 2014
Stone Gate Foods, a division of Trudeau Foods 2007 - 2011
Merrill Lynch 2004 - 2007
U.S. Bank 1997 - 2003
Piper Jaffray 1999 - 2001
Jostens 1997 - 1999
PricewaterhouseCoopers 1993 - 1997
Skills
Finance, Leadership, Private Equity, Food & Beverage, Sales Force Development, Strategic Planning, Operations Management, Turnaround Experience, Mergers & Acquisitions, Change Management, Forecasting, Management, Strategy, P&L Management, Sales, Financial Analysis, P&L, Team Building, Budgets, Internal Controls, Business Strategy
Education
University of Minnesota - Carlson School of Management 1997 — 1999
MBA, Strategic Management and Finance
University of Northern Iowa 1988 — 2003
BA, Accounting and Information Technology
Mary Tezak Mary Tezak's Piper Jaffray Experience January 2000 - November 2002
Job Internal & Executive Communications
Industry Public Relations and Communications
Experience
UTC Aerospace Systems - Sensors & Integrated Systems November 2013 - Present
Sans Serif Communications November 2002 - Present
Piper Jaffray January 2000 - November 2002
Ecolab 1997 - 1999
Ecolab 1993 - 1997
NordicTrack 1989 - 1993
Skills
Internal Communications, Corporate Communications, Copywriting, Speech Writing, Publications, Strategic Communications, Integrated Marketing, Editing, Marketing Communications, Editorial, Marketing, Brochures, Advertising, Newsletters, Strategy, Writing
Education
University of Saint Thomas - School of Business 1995 — 2002
Master of Business Communication
University of Minnesota Duluth
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
UTC Aerospace Systems - Sensors & Integrated Systems November 2013 - Present
Sans Serif Communications November 2002 - Present
Piper Jaffray January 2000 - November 2002
Ecolab 1997 - 1999
Ecolab 1993 - 1997
NordicTrack 1989 - 1993
Skills
Internal Communications, Corporate Communications, Copywriting, Speech Writing, Publications, Strategic Communications, Integrated Marketing, Editing, Marketing Communications, Editorial, Marketing, Brochures, Advertising, Newsletters, Strategy, Writing
Education
University of Saint Thomas - School of Business 1995 — 2002
Master of Business Communication
University of Minnesota Duluth
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
Jordan Cockeram's Piper Jaffray Experience May 2012 - December 2012
Job Associate Producer at MTV Networks
Industry Entertainment
Experience
MTV Networks November 2014 - March 2015
Legendary Entertainment April 2014 - November 2014
Eldrick Productions July 2014 - July 2014
Carlson School of Management, Growth Funds Enterprise September 2013 - December 2013
Greene Holcomb Fisher September 2013 - December 2013
BermanBraun June 2013 - August 2013
Piper Jaffray May 2012 - December 2012
North Star Resource Group October 2011 - May 2012
Buffalo Wild Wings December 2010 - September 2011
Pratt Elementary School January 2011 - May 2011
Skills
Marketing, Analysis, Team Leadership, Microsoft Excel, Access, Management, PowerPoint, Financial Modeling, Microsoft Office, Financial Analysis, Leadership, Event Planning, Data Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelors of Science in Business, Finance
MTV Networks November 2014 - March 2015
Legendary Entertainment April 2014 - November 2014
Eldrick Productions July 2014 - July 2014
Carlson School of Management, Growth Funds Enterprise September 2013 - December 2013
Greene Holcomb Fisher September 2013 - December 2013
BermanBraun June 2013 - August 2013
Piper Jaffray May 2012 - December 2012
North Star Resource Group October 2011 - May 2012
Buffalo Wild Wings December 2010 - September 2011
Pratt Elementary School January 2011 - May 2011
Skills
Marketing, Analysis, Team Leadership, Microsoft Excel, Access, Management, PowerPoint, Financial Modeling, Microsoft Office, Financial Analysis, Leadership, Event Planning, Data Analysis
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelors of Science in Business, Finance
Todd Arens, CRPS® AIF® Todd Arens, CRPS® AIF®'s Piper Jaffray Experience 1996 - April 2006
Job President, Chief Investment Officer at HighMark Wealth Management
Industry Financial Services
Experience
HighMark Wealth Management July 2012 - Present
UBS April 2006 - July 2012
Piper Jaffray 1996 - April 2006
John G. Kinnard March 1993 - 1996
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Alternative Investments, Estate Planning, Financial Planners, Asset Management, Equities, Asset Managment, Fixed Annuities, Loans, Variable Annuities, Cash Management, Private Banking, Corporate Retirement..., Defined Contribution..., Education Planning, Executive Financial..., Lending, Philanthropic Services, Stock Plan Services
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor of Business Administration, Finance
Wabasha-Kellogg
HighMark Wealth Management July 2012 - Present
UBS April 2006 - July 2012
Piper Jaffray 1996 - April 2006
John G. Kinnard March 1993 - 1996
Skills
Wealth Management, Investments, Financial Services, Investment Strategies, Alternative Investments, Estate Planning, Financial Planners, Asset Management, Equities, Asset Managment, Fixed Annuities, Loans, Variable Annuities, Cash Management, Private Banking, Corporate Retirement..., Defined Contribution..., Education Planning, Executive Financial..., Lending, Philanthropic Services, Stock Plan Services
Education
University of Minnesota-Duluth 1989 — 1993
Bachelor of Business Administration, Finance
Wabasha-Kellogg
Kim Ralston Kim Ralston's Piper Jaffray Experience 1994 - 1995
Job Senior Collaboration Services Engineer at COUNTRY Financial®
Industry Insurance
Experience
COUNTRY Financial® June 1995 - Present
Piper Jaffray 1994 - 1995
U.S. Bank 1989 - 1994
Skills
Microsoft Certified..., Lync Server 2010, SharePoint, Microsoft Exchange, Active Directory, Microsoft DNS, Group Policy, Blackberry Enterprise..., SCCM, Hyper-V, IIS, Virtualization, ITIL, Network Administration, System Administration, Networking, Citrix, Network Security, Microsoft Technologies, Disaster Recovery, Visio, DHCP, Customer Service, Leadership
Education
Brown Institute Mpls, MN 1987 — 1989
Associate's degree, Electrical and Electronics Engineering
University of Minnesota-Twin Cities 1984 — 1986
COUNTRY Financial® June 1995 - Present
Piper Jaffray 1994 - 1995
U.S. Bank 1989 - 1994
Skills
Microsoft Certified..., Lync Server 2010, SharePoint, Microsoft Exchange, Active Directory, Microsoft DNS, Group Policy, Blackberry Enterprise..., SCCM, Hyper-V, IIS, Virtualization, ITIL, Network Administration, System Administration, Networking, Citrix, Network Security, Microsoft Technologies, Disaster Recovery, Visio, DHCP, Customer Service, Leadership
Education
Brown Institute Mpls, MN 1987 — 1989
Associate's degree, Electrical and Electronics Engineering
University of Minnesota-Twin Cities 1984 — 1986
Lucas Whelan Lucas Whelan's Piper Jaffray Experience May 2015 - August 2015
Job Investment Banking Summer Analyst
Industry
Experience
Piper Jaffray May 2015 - August 2015
The Minnesota Daily June 2014 - June 2015
The Minnesota Daily October 2013 - May 2014
1-800-GOT-JUNK? April 2012 - May 2014
Dart Transit May 2013 - August 2013
North American Hockey League July 2010 - May 2012
Lettermen Sports May 2010 - August 2011
Skills
Microsoft Excel, Sales, Maintenance & Repair, PowerPoint, Customer Service
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Accounting/Finance
Piper Jaffray May 2015 - August 2015
The Minnesota Daily June 2014 - June 2015
The Minnesota Daily October 2013 - May 2014
1-800-GOT-JUNK? April 2012 - May 2014
Dart Transit May 2013 - August 2013
North American Hockey League July 2010 - May 2012
Lettermen Sports May 2010 - August 2011
Skills
Microsoft Excel, Sales, Maintenance & Repair, PowerPoint, Customer Service
Education
University of Minnesota - Carlson School of Management 2012 — 2016
Accounting/Finance
JAMES (Jamie) KEELIN, MBA, CMT JAMES (Jamie) KEELIN, MBA, CMT's Piper Jaffray Experience 1999 - May 2013
Job Investments/Financial Services/Equities/Trading
Industry Investment Management
Experience
Investor/Investment Management June 2013 - Present
Piper Jaffray 1999 - May 2013
Summit Investment, R.J. Steichen, and Miller Johnson & Kuehn 1993 - 1999
John Hawthorne 1992 - 1993
Skills
Investments, Investment Management, Equity Research, Financial Markets, Portfolio Management, Technical Analysis, Equities, Securities, Hedge Funds, Risk Management, Trading, Financial Services, Alternative Investments, Proprietary Trading, Equity Valuation, Investment research, Bloomberg, CMT, Capital Markets, ETFs, Asset Allocation, Fixed Income, Bonds, Options, Mutual Funds, Electronic Trading..., innovation, Versatility, Capital Risk Management, Communication Skills, MBA, Momentum Trading, Chart Analysis, Equity Indices, Electronic Markets, FINRA, Series 7, Series 63, Valuation, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Administration (MBA), Portfolio Management and Security Analysis
University of St. Thomas 1984 — 1988
Bachelor of Arts (B.A.), Business Administration - Finance
Burnsville Senior High School 1982 — 1984
Investor/Investment Management June 2013 - Present
Piper Jaffray 1999 - May 2013
Summit Investment, R.J. Steichen, and Miller Johnson & Kuehn 1993 - 1999
John Hawthorne 1992 - 1993
Skills
Investments, Investment Management, Equity Research, Financial Markets, Portfolio Management, Technical Analysis, Equities, Securities, Hedge Funds, Risk Management, Trading, Financial Services, Alternative Investments, Proprietary Trading, Equity Valuation, Investment research, Bloomberg, CMT, Capital Markets, ETFs, Asset Allocation, Fixed Income, Bonds, Options, Mutual Funds, Electronic Trading..., innovation, Versatility, Capital Risk Management, Communication Skills, MBA, Momentum Trading, Chart Analysis, Equity Indices, Electronic Markets, FINRA, Series 7, Series 63, Valuation, Financial Analysis
Education
University of Minnesota - Carlson School of Management 1990 — 1993
Master of Business Administration (MBA), Portfolio Management and Security Analysis
University of St. Thomas 1984 — 1988
Bachelor of Arts (B.A.), Business Administration - Finance
Burnsville Senior High School 1982 — 1984
Oleg Kradin Oleg Kradin's Piper Jaffray Experience July 2010 - March 2011
Job Investment Analyst
Industry Investment Management
Experience
Blue Jay Capital Management January 2015 - Present
Redmile Group March 2011 - August 2014
Piper Jaffray July 2010 - March 2011
Capital Mergers And Acquisitions, LLC April 2010 - July 2010
Piper Jaffray September 2007 - October 2009
Piper Jaffray May 2007 - September 2007
Telluride Asset Management May 2006 - May 2007
Skills
Equity Research, Investments, Financial Modeling, Equities, Valuation, Corporate Development, Fundraising, Hedge Funds, Healthcare, Medical Devices, Business Development, Business Strategy, Investor Relations, Investor Presentations, Portfolio Management, Financial Analysis, Management, Finance, Bloomberg
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Minnesota-Twin Cities 2003 — 2007
BSB, Economics
Blue Jay Capital Management January 2015 - Present
Redmile Group March 2011 - August 2014
Piper Jaffray July 2010 - March 2011
Capital Mergers And Acquisitions, LLC April 2010 - July 2010
Piper Jaffray September 2007 - October 2009
Piper Jaffray May 2007 - September 2007
Telluride Asset Management May 2006 - May 2007
Skills
Equity Research, Investments, Financial Modeling, Equities, Valuation, Corporate Development, Fundraising, Hedge Funds, Healthcare, Medical Devices, Business Development, Business Strategy, Investor Relations, Investor Presentations, Portfolio Management, Financial Analysis, Management, Finance, Bloomberg
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science (BS), Finance, General
University of Minnesota-Twin Cities 2003 — 2007
BSB, Economics
Krista Kaufmann Krista Kaufmann's Piper Jaffray Experience June 2014 - Present
Job Intern Piper Jaffray ✧ Desk Manager University of Minnesota Duluth ✧ President Women in Business ✧
Industry
Experience
Piper Jaffray June 2014 - Present
University of Minnesota Duluth August 2014 - June 2015
Nanny June 2012 - August 2013
DSW September 2011 - March 2012
Skills
Teamwork, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Sales, Microsoft Word, Facebook, Leadership, Photoshop, Social Media, Time Management, Outlook, Critical Thinking, Windows, Administration, Project Management, Management, Risk Management, Business Continuity..., Event Planning
Education
University of Minnesota-Duluth 2012 — 2016
Bachelor's Degree, Organizational Management and Political Science
Piper Jaffray June 2014 - Present
University of Minnesota Duluth August 2014 - June 2015
Nanny June 2012 - August 2013
DSW September 2011 - March 2012
Skills
Teamwork, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Sales, Microsoft Word, Facebook, Leadership, Photoshop, Social Media, Time Management, Outlook, Critical Thinking, Windows, Administration, Project Management, Management, Risk Management, Business Continuity..., Event Planning
Education
University of Minnesota-Duluth 2012 — 2016
Bachelor's Degree, Organizational Management and Political Science
Jeff Kruesel Jeff Kruesel's Piper Jaffray Experience 1998 - 2003
Job Vice President of Business Development and Enterprise Finance
Industry Hospital & Health Care
Experience
UnitedHealthcare May 2015 - Present
UnitedHealth Group April 2012 - April 2015
3M 2010 - April 2012
OSK, Inc. 2009 - 2010
RBC Capital Markets 2003 - 2009
Piper Jaffray 1998 - 2003
ING 1996 - 1997
Ernst & Young 1993 - 1996
Skills
Corporate Finance, Due Diligence, Corporate Development, Mergers, Capital Markets, Mergers & Acquisitions, Investment Banking, Strategy, Finance, SEC filings, Investments, Internal Audit, Financial Modeling, Divestitures, Financial Reporting, Joint Ventures, Banking, Financial Services, Acquisitions, Financial Analysis, Management, Valuation, Leadership, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2014
UnitedHealth Group Executive Development Program
University of Minnesota - Carlson School of Management 1997 — 1998
MBA, Finance
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
BS, Accounting
UnitedHealthcare May 2015 - Present
UnitedHealth Group April 2012 - April 2015
3M 2010 - April 2012
OSK, Inc. 2009 - 2010
RBC Capital Markets 2003 - 2009
Piper Jaffray 1998 - 2003
ING 1996 - 1997
Ernst & Young 1993 - 1996
Skills
Corporate Finance, Due Diligence, Corporate Development, Mergers, Capital Markets, Mergers & Acquisitions, Investment Banking, Strategy, Finance, SEC filings, Investments, Internal Audit, Financial Modeling, Divestitures, Financial Reporting, Joint Ventures, Banking, Financial Services, Acquisitions, Financial Analysis, Management, Valuation, Leadership, Private Equity
Education
University of Pennsylvania - The Wharton School 2014 — 2014
UnitedHealth Group Executive Development Program
University of Minnesota - Carlson School of Management 1997 — 1998
MBA, Finance
Saint Cloud State University - G.R. Herberger College of Business 1989 — 1993
BS, Accounting
Ruth Ann Defrang Ruth Ann Defrang's Piper Jaffray Experience December 1996 - December 2006
Job Financial Services Sales Professional
Industry Financial Services
Experience
Peregrine Capital Management (Wells Fargo) 2007 - Present
Piper Jaffray December 1996 - December 2006
Varitronics 1992 - 1996
Skills
Investments, Asset Management, CRM, Start-ups, Portfolio Management, Series 7, New Business Development, Sales Operations, Product Marketing, Management, Marketing, Sales, Series 63, Business Strategy, Team Building, Lead Generation, Financial Services, Business Development
Education
University of Minnesota - Carlson School of Management 1985 — 1987
MBA, Marketing
Peregrine Capital Management (Wells Fargo) 2007 - Present
Piper Jaffray December 1996 - December 2006
Varitronics 1992 - 1996
Skills
Investments, Asset Management, CRM, Start-ups, Portfolio Management, Series 7, New Business Development, Sales Operations, Product Marketing, Management, Marketing, Sales, Series 63, Business Strategy, Team Building, Lead Generation, Financial Services, Business Development
Education
University of Minnesota - Carlson School of Management 1985 — 1987
MBA, Marketing
Joe McConnell Joe McConnell's Piper Jaffray Experience July 2006 - July 2007
Job Managing Director at Castlelake
Industry Investment Management
Experience
Castlelake July 2007 - Present
Piper Jaffray July 2006 - July 2007
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Castlelake July 2007 - Present
Piper Jaffray July 2006 - July 2007
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
Jeff Moen Jeff Moen's Piper Jaffray Experience February 2013 - Present
Job Principal at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray February 2013 - Present
Wells Fargo Securities May 1997 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Bachelor of Science (BS), Marketing
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Science (B.S.), Marketing
Piper Jaffray February 2013 - Present
Wells Fargo Securities May 1997 - February 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
University of Minnesota - Carlson School of Management 1995 — 1997
Bachelor of Science (BS), Marketing
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Science (B.S.), Marketing
Gary Maki Gary Maki's Piper Jaffray Experience February 2007 - December 2008
Job SVP, Director of Human Resources at TruStone Financial
Industry Human Resources
Experience
TruStone Financial Federal Credit Union July 2014 - Present
Famous Dave's of America March 2013 - June 2014
Anchor Bank April 2009 - February 2013
Genesis10 November 2011 - September 2012
Piper Jaffray February 2007 - December 2008
Piper Jaffray September 2003 - January 2006
US Bank July 2000 - September 2003
Erickson Oil Products d/b/a Freedom Valu Centers 1995 - 2000
Mercantile Stores Company d/b/a GlassBlock, deLendrecie's, Maison Blanche & Gayfer's 1987 - 1995
Skills
Employee Relations, Performance Management, Compensation, Employment Law, Strategic Planning, Operations Management, Restructuring, Organizational..., Leadership Development, Talent Acquisition, Talent Management, Compliance, Policy, Organizational..., Mergers, Coaching, Benefits Administration, HRIS, Succession Planning, Payroll, Employee Engagement, Hiring, Change Management, Administration, Team Building, Vendor Management, Problem Solving, Budgeting, Planning, Business Strategy, Internal Communications, Management Consulting, Employee Benefits, Negotiation, Applicant Tracking..., Process Improvement, Budgets, Deferred Compensation, Recruiting, System Administration, Human Resources, Management, Leadership, HR Policies, Mergers & Acquisitions, Training, Personnel Management, PeopleSoft, Onboarding, Workforce Planning
Education
University of Minnesota Duluth 1984 — 1988
Bachelor of Business Administration, Management
TruStone Financial Federal Credit Union July 2014 - Present
Famous Dave's of America March 2013 - June 2014
Anchor Bank April 2009 - February 2013
Genesis10 November 2011 - September 2012
Piper Jaffray February 2007 - December 2008
Piper Jaffray September 2003 - January 2006
US Bank July 2000 - September 2003
Erickson Oil Products d/b/a Freedom Valu Centers 1995 - 2000
Mercantile Stores Company d/b/a GlassBlock, deLendrecie's, Maison Blanche & Gayfer's 1987 - 1995
Skills
Employee Relations, Performance Management, Compensation, Employment Law, Strategic Planning, Operations Management, Restructuring, Organizational..., Leadership Development, Talent Acquisition, Talent Management, Compliance, Policy, Organizational..., Mergers, Coaching, Benefits Administration, HRIS, Succession Planning, Payroll, Employee Engagement, Hiring, Change Management, Administration, Team Building, Vendor Management, Problem Solving, Budgeting, Planning, Business Strategy, Internal Communications, Management Consulting, Employee Benefits, Negotiation, Applicant Tracking..., Process Improvement, Budgets, Deferred Compensation, Recruiting, System Administration, Human Resources, Management, Leadership, HR Policies, Mergers & Acquisitions, Training, Personnel Management, PeopleSoft, Onboarding, Workforce Planning
Education
University of Minnesota Duluth 1984 — 1988
Bachelor of Business Administration, Management
Sheila Pajerski Sheila Pajerski's Piper Jaffray Experience November 1996 - March 2004
Job Foreign Exchange Analyst at US Bank
Industry Banking
Experience
US Bank July 2015 - Present
Target Corporation September 2013 - Present
Target May 2012 - September 2013
Regis Corporation August 2008 - January 2012
Regis Corporation May 2006 - August 2008
Regis Corporation April 2004 - May 2006
Piper Jaffray November 1996 - March 2004
Skills
Treasury Management, Corporate Finance, Corporate Treasury, Cash Flow Forecasting, Cash Management, Cash Flow Management, Bank Relationship..., Debt Structuring, Capital Structure, Risk Management, Banking, JD Edwards, Account Reconciliation, Treasury, Cash Flow, Retail, Process Improvement, Management, Analysis, Credit Analysis, Debt Restructuring, Internal Audit, Accounts Payable, Leadership, Business Process, Credit Cards, Credit, Finance, Forecasting, Team Leadership
Education
University of Saint Thomas - School of Business 2001 — 2003
MBA, Finance
University of Minnesota-Duluth 1992 — 1996
BA, Finance, Economics, Communications
US Bank July 2015 - Present
Target Corporation September 2013 - Present
Target May 2012 - September 2013
Regis Corporation August 2008 - January 2012
Regis Corporation May 2006 - August 2008
Regis Corporation April 2004 - May 2006
Piper Jaffray November 1996 - March 2004
Skills
Treasury Management, Corporate Finance, Corporate Treasury, Cash Flow Forecasting, Cash Management, Cash Flow Management, Bank Relationship..., Debt Structuring, Capital Structure, Risk Management, Banking, JD Edwards, Account Reconciliation, Treasury, Cash Flow, Retail, Process Improvement, Management, Analysis, Credit Analysis, Debt Restructuring, Internal Audit, Accounts Payable, Leadership, Business Process, Credit Cards, Credit, Finance, Forecasting, Team Leadership
Education
University of Saint Thomas - School of Business 2001 — 2003
MBA, Finance
University of Minnesota-Duluth 1992 — 1996
BA, Finance, Economics, Communications
Peter Glerum's Piper Jaffray Experience July 2000 - November 2001
Job Partner Head of Capital Formation
Industry Investment Management
Experience
Castlelake October 2005 - Present
Deephaven Capital Management January 2003 - July 2005
American Express November 2001 - January 2003
Piper Jaffray July 2000 - November 2001
Wells Fargo January 1998 - July 2000
Cargill Financial Services Corporation June 1990 - November 1997
Skills
Special Situations, Investments, ABS, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Valuation, Asset Management, Private Equity, Capital Markets, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Strategic Management
University of Wisconsin-Whitewater 1986 — 1990
BBA, MIS and Economics
Tosa East 1982 — 1986
High School Diploma
Castlelake October 2005 - Present
Deephaven Capital Management January 2003 - July 2005
American Express November 2001 - January 2003
Piper Jaffray July 2000 - November 2001
Wells Fargo January 1998 - July 2000
Cargill Financial Services Corporation June 1990 - November 1997
Skills
Special Situations, Investments, ABS, Hedge Funds, Alternative Investments, Fixed Income, Bloomberg, Equities, Valuation, Asset Management, Private Equity, Capital Markets, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1993 — 1995
MBA, Strategic Management
University of Wisconsin-Whitewater 1986 — 1990
BBA, MIS and Economics
Tosa East 1982 — 1986
High School Diploma
Greg Klancher's Piper Jaffray Experience March 2015 - Present
Job Principal, Technology Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
Piper Jaffray August 2011 - February 2015
Piper Jaffray March 2010 - July 2011
Piper Jaffray June 2006 - February 2010
Piper Jaffray June 2003 - May 2006
Skills
Investment Banking, Equities, Financial Modeling, Valuation, Capital Markets, Mergers, Financial Analysis, Series 7, IPO, Due Diligence, Private Placements, Series 63, Equity Capital Markets, Finance, M, Equity Valuation, DCF, Strategy, Mergers & Acquisitions, Financial Structuring, Financial Services, Capital Raising, Securities
Education
University of Minnesota - Carlson School of Management 2009 — 2014
Master of Business Administration (M.B.A.)
Macalester College 1999 — 2003
B.A., Economics
Piper Jaffray March 2015 - Present
Piper Jaffray August 2011 - February 2015
Piper Jaffray March 2010 - July 2011
Piper Jaffray June 2006 - February 2010
Piper Jaffray June 2003 - May 2006
Skills
Investment Banking, Equities, Financial Modeling, Valuation, Capital Markets, Mergers, Financial Analysis, Series 7, IPO, Due Diligence, Private Placements, Series 63, Equity Capital Markets, Finance, M, Equity Valuation, DCF, Strategy, Mergers & Acquisitions, Financial Structuring, Financial Services, Capital Raising, Securities
Education
University of Minnesota - Carlson School of Management 2009 — 2014
Master of Business Administration (M.B.A.)
Macalester College 1999 — 2003
B.A., Economics
Todd Hartmann Todd Hartmann's Piper Jaffray Experience January 2000 - July 2001
Job Senior Storage Engineer at Cray
Industry Information Technology and Services
Experience
Cray Inc. May 2015 - Present
Illumina May 2012 - May 2015
CSC/NASA Ames August 2011 - May 2012
Genomic Health January 2011 - August 2011
BAE Systems Enterprise Technology Services July 2001 - December 2010
Piper Jaffray January 2000 - July 2001
Pinkerton Systems Integration January 1997 - January 2000
Skills
RHEL, Solaris, High Performance..., Nagios, Linux, Kickstart, Storage, Red Hat Linux, NetApp, VMware, Unix, NAS, Storage Area Networks, Network Administration, Puppet, Cacti, Distributed Systems, AIX, Shell Scripting, Cfengine, CentOS, KVM, VMware ESX, System Architecture, Perl, Lustre, Infiniband, Isilon, Bcfg2, Chef, SystemImager, Warewulf, Perceus, Rocks, RabbitMQ, Python, DMF
Education
University of Minnesota-Twin Cities
BS
Cray Inc. May 2015 - Present
Illumina May 2012 - May 2015
CSC/NASA Ames August 2011 - May 2012
Genomic Health January 2011 - August 2011
BAE Systems Enterprise Technology Services July 2001 - December 2010
Piper Jaffray January 2000 - July 2001
Pinkerton Systems Integration January 1997 - January 2000
Skills
RHEL, Solaris, High Performance..., Nagios, Linux, Kickstart, Storage, Red Hat Linux, NetApp, VMware, Unix, NAS, Storage Area Networks, Network Administration, Puppet, Cacti, Distributed Systems, AIX, Shell Scripting, Cfengine, CentOS, KVM, VMware ESX, System Architecture, Perl, Lustre, Infiniband, Isilon, Bcfg2, Chef, SystemImager, Warewulf, Perceus, Rocks, RabbitMQ, Python, DMF
Education
University of Minnesota-Twin Cities
BS
Eric Klose Eric Klose's Piper Jaffray Experience October 2013 - July 2015
Job Global Trade Services Represenative at US Banccorp
Industry Financial Services
Experience
Piper Jaffray October 2013 - July 2015
U.S. Bank June 2012 - October 2013
U.S. Bank October 2011 - June 2012
Inn At Pima Hotel September 2009 - May 2010
Skills
Marketing, Budgets, Sales, Hotels, Marketing Strategy, Accounting, Customer Service, Team Building, Strategic Financial..., Finance, Recruiting, Public Speaking, Investments, Hospitality, Revenue Analysis, Marketing Communications, Leadership, Analysis, Accounts Receivable, Email Marketing, Bloomberg, Bloomberg Terminal, DTC, FICC
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor of Business Adminstration, Finance
University of Minnesota Duluth
Piper Jaffray October 2013 - July 2015
U.S. Bank June 2012 - October 2013
U.S. Bank October 2011 - June 2012
Inn At Pima Hotel September 2009 - May 2010
Skills
Marketing, Budgets, Sales, Hotels, Marketing Strategy, Accounting, Customer Service, Team Building, Strategic Financial..., Finance, Recruiting, Public Speaking, Investments, Hospitality, Revenue Analysis, Marketing Communications, Leadership, Analysis, Accounts Receivable, Email Marketing, Bloomberg, Bloomberg Terminal, DTC, FICC
Education
University of Minnesota-Duluth 2006 — 2011
Bachelor of Business Adminstration, Finance
University of Minnesota Duluth
Andrew Nowinski Andrew Nowinski's Piper Jaffray Experience September 2011 - Present
Job Senior Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2011 - Present
Raymond James July 2010 - October 2011
Piper Jaffray April 2007 - June 2010
Target May 2004 - March 2007
Carlson Companies October 2002 - May 2004
IBM September 1999 - October 2002
Accenture June 1997 - September 1999
Skills
Storage, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1997
BS, Finance
Marquette University High School 1989 — 1993
Piper Jaffray September 2011 - Present
Raymond James July 2010 - October 2011
Piper Jaffray April 2007 - June 2010
Target May 2004 - March 2007
Carlson Companies October 2002 - May 2004
IBM September 1999 - October 2002
Accenture June 1997 - September 1999
Skills
Storage, Financial Modeling, Valuation, Financial Analysis, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1997
BS, Finance
Marquette University High School 1989 — 1993
Harley Hartl Harley Hartl's Piper Jaffray Experience October 2005 - December 2014
Job IT Programmer at Venture Solutions Inc
Industry Information Technology and Services
Experience
Venture Solutions Inc June 2015 - August 2015
Piper Jaffray October 2005 - December 2014
Piper Jaffray March 2001 - March 2005
Abacus Group 1999 - 2001
Complete Business Solutions Inc 1996 - 1999
Analysts International Corp. 1981 - 1996
Skills
COBOL, JCL, DB2, IMS, Oracle, Fileaid, VSAM, Expeditor, CICS, IBM Mainframe, Solaris, Unix, IBM assembler, Testing
Education
University of Minnesota Duluth
Chemistry
Venture Solutions Inc June 2015 - August 2015
Piper Jaffray October 2005 - December 2014
Piper Jaffray March 2001 - March 2005
Abacus Group 1999 - 2001
Complete Business Solutions Inc 1996 - 1999
Analysts International Corp. 1981 - 1996
Skills
COBOL, JCL, DB2, IMS, Oracle, Fileaid, VSAM, Expeditor, CICS, IBM Mainframe, Solaris, Unix, IBM assembler, Testing
Education
University of Minnesota Duluth
Chemistry
Dan Wesser Dan Wesser's Piper Jaffray Experience April 2015 - Present
Job Research Associate at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray April 2015 - Present
Pine River Capital Management April 2013 - April 2015
UnitedHealth Group June 2012 - March 2013
Sapphire Consulting September 2010 - May 2012
Quantitative Market Intelligence Research August 2005 - December 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Bloomberg, FactSet, Microsoft Excel, Python, VBA, Microsoft Office, PowerPoint, Market Research, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Piper Jaffray April 2015 - Present
Pine River Capital Management April 2013 - April 2015
UnitedHealth Group June 2012 - March 2013
Sapphire Consulting September 2010 - May 2012
Quantitative Market Intelligence Research August 2005 - December 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Bloomberg, FactSet, Microsoft Excel, Python, VBA, Microsoft Office, PowerPoint, Market Research, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science (BS), Finance, Marketing
Hassan Aftab Hassan Aftab's Piper Jaffray Experience 2003 - 2005
Job Director Finance at United Health Group
Industry Financial Services
Experience
United Health Group 2011 - Present
MoneyGram 2009 - 2011
MoneyGram 2008 - 2009
MoneyGram 2006 - 2008
U.S. Bank 2005 - 2006
Piper Jaffray 2003 - 2005
Piper Jaffray 2001 - 2003
U.S. Bank 1999 - 2001
U.S. Bank 1998 - 1999
Skills
Financial Modeling, Internal Controls, Strategic Planning, Project Management, Financial Analysis, Essbase, Strategic Financial..., Financial Reporting, Corporate Finance, Forecasting, Process Improvement, Capital Budgeting, Variance Analysis, Finance, Risk Management, Mergers, Financial Forecasting, Hyperion Enterprise, Management, Business Analysis, Budgets, Mergers & Acquisitions, Managerial Finance, Leadership, Analysis, Strategy, Financial Services, Restructuring, Analytics, Program Management, Business Strategy, Business Process..., Executive Management, Accounting, Internal Audit, Financial Accounting, Cash Management, Treasury Management, Due Diligence, Auditing, Consolidation, Acquisition Integration, Cash Flow, Cost Accounting, Business Process, Financial Audits, Cross-functional Team..., Cash Flow Forecasting
Education
Institute of Management Accountants 2013 — 2014
CMA/Certified Management Accountant
University of Minnesota - Carlson School of Management 1995 — 1998
MBA, Finance & MIS
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, Finance and Accounting
United Health Group 2011 - Present
MoneyGram 2009 - 2011
MoneyGram 2008 - 2009
MoneyGram 2006 - 2008
U.S. Bank 2005 - 2006
Piper Jaffray 2003 - 2005
Piper Jaffray 2001 - 2003
U.S. Bank 1999 - 2001
U.S. Bank 1998 - 1999
Skills
Financial Modeling, Internal Controls, Strategic Planning, Project Management, Financial Analysis, Essbase, Strategic Financial..., Financial Reporting, Corporate Finance, Forecasting, Process Improvement, Capital Budgeting, Variance Analysis, Finance, Risk Management, Mergers, Financial Forecasting, Hyperion Enterprise, Management, Business Analysis, Budgets, Mergers & Acquisitions, Managerial Finance, Leadership, Analysis, Strategy, Financial Services, Restructuring, Analytics, Program Management, Business Strategy, Business Process..., Executive Management, Accounting, Internal Audit, Financial Accounting, Cash Management, Treasury Management, Due Diligence, Auditing, Consolidation, Acquisition Integration, Cash Flow, Cost Accounting, Business Process, Financial Audits, Cross-functional Team..., Cash Flow Forecasting
Education
Institute of Management Accountants 2013 — 2014
CMA/Certified Management Accountant
University of Minnesota - Carlson School of Management 1995 — 1998
MBA, Finance & MIS
University of Minnesota - Carlson School of Management 1992 — 1994
BSB, Finance and Accounting
Steven Assie Steven Assie's Piper Jaffray Experience March 2006 - August 2007
Job Manager, Strategy at Thomson Reuters
Industry Higher Education
Experience
Thomson Reuters February 2014 - Present
Thomson Reuters February 2013 - February 2014
Thomson Reuters January 2012 - January 2013
Thomson Reuters May 2011 - January 2012
Ameriprise Financial Services, Inc. June 2010 - August 2010
Cameco Corporation May 2009 - August 2009
UBS April 2008 - August 2008
Piper Jaffray March 2006 - August 2007
Skills
Financial Modeling, Market Research, Strategy, Financial Analysis, Product Management, Segmentation, Project Management, Competitive Analysis, Entrepreneurship, Management, Leadership, Data Analysis, Analysis, Strategic Planning, Business Strategy, Management Consulting, Marketing Strategy, Analytics, Market Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Minnesota Law School 2008 — 2011
Juris Doctorate (JD), Law
York University - Osgoode Hall Law School 2007 — 2008
Law
University of St. Thomas 2004 — 2007
Bachelor of Arts (BA), Business Administration - Financial Management
Thomson Reuters February 2014 - Present
Thomson Reuters February 2013 - February 2014
Thomson Reuters January 2012 - January 2013
Thomson Reuters May 2011 - January 2012
Ameriprise Financial Services, Inc. June 2010 - August 2010
Cameco Corporation May 2009 - August 2009
UBS April 2008 - August 2008
Piper Jaffray March 2006 - August 2007
Skills
Financial Modeling, Market Research, Strategy, Financial Analysis, Product Management, Segmentation, Project Management, Competitive Analysis, Entrepreneurship, Management, Leadership, Data Analysis, Analysis, Strategic Planning, Business Strategy, Management Consulting, Marketing Strategy, Analytics, Market Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Master of Business Administration (MBA)
University of Minnesota Law School 2008 — 2011
Juris Doctorate (JD), Law
York University - Osgoode Hall Law School 2007 — 2008
Law
University of St. Thomas 2004 — 2007
Bachelor of Arts (BA), Business Administration - Financial Management
Patty Peterson Patty Peterson's Piper Jaffray Experience August 1998 - August 2001
Job Senior Marketing Executive
Industry Pharmaceuticals
Experience
Novartis February 2014 - Present
Novartis April 2012 - February 2014
Novartis February 2013 - October 2013
Novartis December 2010 - April 2012
Novartis June 2008 - December 2010
Target September 2006 - June 2008
The Vitality Group Inc. August 2001 - September 2006
Piper Jaffray August 1998 - August 2001
ING June 1988 - August 1998
Skills
Strategy and Market..., Emerging Markets, Change Management, Team Leadership, Customer Relations, Brand Identity and..., Launch Of New Products, Campaign Development, Public Relations, Strategy, Product Launch, Market Development, Strategic Planning, Pharmaceutical Sales, Customer Service, Healthcare, Leadership, Brand Management, Marketing, Campaigns, Account Management, Analysis, Strategic Communications, Program Management, Marketing Strategy, Internal Communications, Management
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Marketing Management
University of St. Thomas - St 1981 — 1985
BA, Business / Marketing Management
Novartis February 2014 - Present
Novartis April 2012 - February 2014
Novartis February 2013 - October 2013
Novartis December 2010 - April 2012
Novartis June 2008 - December 2010
Target September 2006 - June 2008
The Vitality Group Inc. August 2001 - September 2006
Piper Jaffray August 1998 - August 2001
ING June 1988 - August 1998
Skills
Strategy and Market..., Emerging Markets, Change Management, Team Leadership, Customer Relations, Brand Identity and..., Launch Of New Products, Campaign Development, Public Relations, Strategy, Product Launch, Market Development, Strategic Planning, Pharmaceutical Sales, Customer Service, Healthcare, Leadership, Brand Management, Marketing, Campaigns, Account Management, Analysis, Strategic Communications, Program Management, Marketing Strategy, Internal Communications, Management
Education
University of Minnesota - Carlson School of Management 1987 — 1988
MBA, Marketing Management
University of St. Thomas - St 1981 — 1985
BA, Business / Marketing Management
Dain Haukos's Piper Jaffray Experience April 2013 - Present
Job Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2013 - Present
UBS Investment Bank July 2010 - April 2013
GE Fleet Services May 2008 - August 2008
GE Fleet Services May 2007 - August 2007
Skills
Equity Derivatives, Futures Trading, ETFs, Microsoft Excel -..., Equities, Options, Hedge Funds, Finance, Bloomberg, Financial Markets, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Derivatives, Investments, Microsoft Excel, FactSet
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's degree, Finance, General
Piper Jaffray April 2013 - Present
UBS Investment Bank July 2010 - April 2013
GE Fleet Services May 2008 - August 2008
GE Fleet Services May 2007 - August 2007
Skills
Equity Derivatives, Futures Trading, ETFs, Microsoft Excel -..., Equities, Options, Hedge Funds, Finance, Bloomberg, Financial Markets, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Derivatives, Investments, Microsoft Excel, FactSet
Education
University of Minnesota - Carlson School of Management 2006 — 2010
Bachelor's degree, Finance, General
Maria Vizuete's Piper Jaffray Experience October 2012 - Present
Job Equity Research Analyst
Industry Financial Services
Experience
Piper Jaffray October 2012 - Present
Piper Jaffray May 2011 - October 2012
Piper Jaffray November 2006 - May 2010
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance
Piper Jaffray October 2012 - Present
Piper Jaffray May 2011 - October 2012
Piper Jaffray November 2006 - May 2010
Education
University of Minnesota - Carlson School of Management 2003 — 2007
BSB, Finance
John Shasky, CTP's Piper Jaffray Experience 1999 - 2001
Job Commercial Banking Relationship Manager
Industry Financial Services
Experience
Fifth Third Bank July 2003 - Present
Wells Fargo 2001 - 2003
Piper Jaffray 1999 - 2001
Freight Brokers, Inc. 1996 - 1999
Multiple European Basketball Teams 1991 - 1996
Dallas Mavericks 1990 - 1991
Golden State Warriors 1989 - 1990
Miami Heat 1988 - 1989
Multiple European Basketball Teams 1986 - 1988
Skills
Series 7, Certified Treasury..., Commercial Lending, Lines Of Credit, Sweep Accounts, Remote Deposit Capture, Lockbox, DDA, Interest Rate Hedging, FX Hedging, Industrial Revenue Bonds, Lease Financing, New Markets Tax Credits, Letters of Credit, Revolving Lines of..., Term Loan, Merchant Services, Commercial Card, Corporate Card
Education
University of Minnesota - Carlson School of Management 1982 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Fifth Third Bank July 2003 - Present
Wells Fargo 2001 - 2003
Piper Jaffray 1999 - 2001
Freight Brokers, Inc. 1996 - 1999
Multiple European Basketball Teams 1991 - 1996
Dallas Mavericks 1990 - 1991
Golden State Warriors 1989 - 1990
Miami Heat 1988 - 1989
Multiple European Basketball Teams 1986 - 1988
Skills
Series 7, Certified Treasury..., Commercial Lending, Lines Of Credit, Sweep Accounts, Remote Deposit Capture, Lockbox, DDA, Interest Rate Hedging, FX Hedging, Industrial Revenue Bonds, Lease Financing, New Markets Tax Credits, Letters of Credit, Revolving Lines of..., Term Loan, Merchant Services, Commercial Card, Corporate Card
Education
University of Minnesota - Carlson School of Management 1982 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Phyllis Lenss Phyllis Lenss's Piper Jaffray Experience January 2004 - July 2005
Job Senior Marketing Professional
Industry Marketing and Advertising
Experience
Apple Inc. 2010 - Present
The Lenss Group January 2005 - January 2011
Piper Jaffray January 2004 - July 2005
Northwest Airlines/Delta/MLT January 2001 - August 2003
Young America Corp. January 1999 - August 2000
Northwest/Delta MLT November 1994 - September 1998
Saatchi And Saatchi Advertising/HYC September 1989 - July 1994
Skills
Social Media, Management, Customer Service, Leadership, Strategic Planning, Photoshop, New Business Development, Social Networking, Social Media Marketing, Entrepreneurship, Marketing Communications, Public Speaking, Marketing Strategy, OS X, Business Development, Creative Direction, Mac, Marketing, Microsoft Office, Strategy, Adobe Creative Suite, iLife, Sales Management, Account Management, Solution Selling, Advertising, iWork, Salesforce.com, Retail, Team Building, B2B, Recruiting, iPhone, Contract Negotiation, Direct Sales, Merchandising, Sales
Education
University of Minnesota-Twin Cities 1983 — 1986
Journalism, Marketing, Economics
Apple Inc. 2010 - Present
The Lenss Group January 2005 - January 2011
Piper Jaffray January 2004 - July 2005
Northwest Airlines/Delta/MLT January 2001 - August 2003
Young America Corp. January 1999 - August 2000
Northwest/Delta MLT November 1994 - September 1998
Saatchi And Saatchi Advertising/HYC September 1989 - July 1994
Skills
Social Media, Management, Customer Service, Leadership, Strategic Planning, Photoshop, New Business Development, Social Networking, Social Media Marketing, Entrepreneurship, Marketing Communications, Public Speaking, Marketing Strategy, OS X, Business Development, Creative Direction, Mac, Marketing, Microsoft Office, Strategy, Adobe Creative Suite, iLife, Sales Management, Account Management, Solution Selling, Advertising, iWork, Salesforce.com, Retail, Team Building, B2B, Recruiting, iPhone, Contract Negotiation, Direct Sales, Merchandising, Sales
Education
University of Minnesota-Twin Cities 1983 — 1986
Journalism, Marketing, Economics
Julie A. Bauch Julie A. Bauch's Piper Jaffray Experience January 1987 - October 1990
Job CEO
Industry Commercial Real Estate
Experience
Bauch Enterprises, Inc. July 2007 - Present
Bauch Enterprises, Inc. September 1998 - Present
Griffin Companies January 1997 - October 2000
United Properties January 1993 - October 1997
Towle Real Estate January 1990 - October 1993
Piper Jaffray January 1987 - October 1990
Skills
Apartments, Residential Homes, Construction Management, Contract Negotiation, Construction, REO, Sellers, Negotiation, Investments, Buyer Representation, Asset Managment, Budget, Strategic Planning, Condos, Marketing Strategy, Short Sales, Marketing, Valuation, Sales, Sales Management
Education
University of Minnesota Duluth
Bauch Enterprises, Inc. July 2007 - Present
Bauch Enterprises, Inc. September 1998 - Present
Griffin Companies January 1997 - October 2000
United Properties January 1993 - October 1997
Towle Real Estate January 1990 - October 1993
Piper Jaffray January 1987 - October 1990
Skills
Apartments, Residential Homes, Construction Management, Contract Negotiation, Construction, REO, Sellers, Negotiation, Investments, Buyer Representation, Asset Managment, Budget, Strategic Planning, Condos, Marketing Strategy, Short Sales, Marketing, Valuation, Sales, Sales Management
Education
University of Minnesota Duluth
Justin Wong's Piper Jaffray Experience July 2012 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2012 - Present
Piper Jaffray May 2011 - August 2011
Federal Reserve Bank of Minneapolis May 2010 - August 2010
Wong Pun and Partners Ltd May 2009 - August 2009
Merrill Lynch October 2007 - May 2008
Skills
Mandarin, Cantonese, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Finance, Microsoft Excel, Investments, PowerPoint, Equity Research, Equities, Data Analysis, Portfolio Management, Risk Management, Microsoft Office, Due Diligence, Accounting, Trading, Access, Customer Service, Fixed Income, Private Equity
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science, Finance
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science, Asian Languages & Literature
Hong Kong University of Science and Technology 2010 — 2010
Carlson International Exchange Program, Area of Study: China's Economic Development and Reform
Piper Jaffray July 2012 - Present
Piper Jaffray May 2011 - August 2011
Federal Reserve Bank of Minneapolis May 2010 - August 2010
Wong Pun and Partners Ltd May 2009 - August 2009
Merrill Lynch October 2007 - May 2008
Skills
Mandarin, Cantonese, Financial Modeling, Financial Analysis, Bloomberg, Valuation, Corporate Finance, Finance, Microsoft Excel, Investments, PowerPoint, Equity Research, Equities, Data Analysis, Portfolio Management, Risk Management, Microsoft Office, Due Diligence, Accounting, Trading, Access, Customer Service, Fixed Income, Private Equity
Education
University of Minnesota - Carlson School of Management 2008 — 2012
Bachelor of Science, Finance
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Science, Asian Languages & Literature
Hong Kong University of Science and Technology 2010 — 2010
Carlson International Exchange Program, Area of Study: China's Economic Development and Reform
Scott King-Ellison Scott King-Ellison's Piper Jaffray Experience May 2013 - Present
Job Vice President / Senior Fixed Income Strategist at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
Wells Fargo Securities February 1999 - May 2013
Unum October 1997 - February 1999
Skills
Securities, Data Analysis, Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Banking, Financial Analysis, Asset Management, Institutional Funds..., Institutional..., Balance Sheet..., Portfolio Management..., Investment Policy..., Interest Rate Risk..., Liquidity / Funding..., Investment..., Fixed Income Research, Portfolio Analytics..., Securities Regulation, Series 63, Series 65, SNL, BondEdge, Bloomberg Software, Bloomberg Terminal, ZM Financial Systems, Fixed Income Analysis, Equities, Wealth Management, Mutual Funds, Interest Rate Risk..., Capital Markets, Credit, Bonds, Bloomberg, Credit Analysis, Commercial Lending, Alternative Investments, Cash Management, Valuation, Derivatives, Investment Banking, Asset Allocation, FINRA, Investment Strategies, Finance, Loans, Risk Management
Education
University of Minnesota Duluth 1989 — 1993
Bachelor of Business Administration, Majors: Business Management and Finance
Piper Jaffray May 2013 - Present
Wells Fargo Securities February 1999 - May 2013
Unum October 1997 - February 1999
Skills
Securities, Data Analysis, Investments, Fixed Income, Series 7, Portfolio Management, Asset Managment, Banking, Financial Analysis, Asset Management, Institutional Funds..., Institutional..., Balance Sheet..., Portfolio Management..., Investment Policy..., Interest Rate Risk..., Liquidity / Funding..., Investment..., Fixed Income Research, Portfolio Analytics..., Securities Regulation, Series 63, Series 65, SNL, BondEdge, Bloomberg Software, Bloomberg Terminal, ZM Financial Systems, Fixed Income Analysis, Equities, Wealth Management, Mutual Funds, Interest Rate Risk..., Capital Markets, Credit, Bonds, Bloomberg, Credit Analysis, Commercial Lending, Alternative Investments, Cash Management, Valuation, Derivatives, Investment Banking, Asset Allocation, FINRA, Investment Strategies, Finance, Loans, Risk Management
Education
University of Minnesota Duluth 1989 — 1993
Bachelor of Business Administration, Majors: Business Management and Finance
Diane Knapper Brawley Diane Knapper Brawley's Piper Jaffray Experience May 2001 - November 2006
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2006 - Present
Morgan Stanley Smith Barney November 2006 - Present
Piper Jaffray May 2001 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Customer Service, Wealth Management, Series 9, Series 10, Corporate Stock Option..., Securities, Uniform Combined State...
Education
University of Minnesota Crookston
Morgan Stanley Wealth Management November 2006 - Present
Morgan Stanley Smith Barney November 2006 - Present
Piper Jaffray May 2001 - November 2006
Skills
Series 7, Series 63, Retirement Planning, Customer Service, Wealth Management, Series 9, Series 10, Corporate Stock Option..., Securities, Uniform Combined State...
Education
University of Minnesota Crookston
Nancy Nelson McIntosh, ADPA, CRPC's Piper Jaffray Experience 2002 - 2006
Job at
Industry Financial Services
Experience
RBC Wealth Management October 2013 - Present
RBC Wealth Management November 2012 - Present
Wells Fargo Advisors, LLC 2009 - November 2011
Wells Fargo Advisors January 2007 - November 2011
Piper Jaffray 2002 - 2006
Miller Johnson Steichen Kinnard (MJSK) March 1999 - November 2001
Piper Jaffray 1992 - 1998
Piper Jaffray 1989 - 1992
Piper Jaffray 1983 - 1989
Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations
University of Minnesota-Twin Cities 1977 — 1983
BS, Women's Studies, Political Science, Economics
RBC Wealth Management October 2013 - Present
RBC Wealth Management November 2012 - Present
Wells Fargo Advisors, LLC 2009 - November 2011
Wells Fargo Advisors January 2007 - November 2011
Piper Jaffray 2002 - 2006
Miller Johnson Steichen Kinnard (MJSK) March 1999 - November 2001
Piper Jaffray 1992 - 1998
Piper Jaffray 1989 - 1992
Piper Jaffray 1983 - 1989
Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations
University of Minnesota-Twin Cities 1977 — 1983
BS, Women's Studies, Political Science, Economics
Dan Garofalo Dan Garofalo's Piper Jaffray Experience February 2010 - November 2013
Job Senior Portfolio Manager Healthcare at Kopp Investment Advisors
Industry Financial Services
Experience
Kopp Investment Advisors November 2013 - Present
Piper Jaffray February 2010 - November 2013
Dunham Partners June 2009 - September 2009
Pfizer Inc. 2004 - 2008
Andersen Windows January 2000 - October 2004
Andersen Windows June 1998 - January 2000
Skills
Valuation, Stock Picking, Firm Valuation, Capital Structure, Value Investing, Equity Research, Investments, Portfolio Management, Finance, Equities, Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
University of St. Thomas 1994 — 1998
BS, Business Administration
Kopp Investment Advisors November 2013 - Present
Piper Jaffray February 2010 - November 2013
Dunham Partners June 2009 - September 2009
Pfizer Inc. 2004 - 2008
Andersen Windows January 2000 - October 2004
Andersen Windows June 1998 - January 2000
Skills
Valuation, Stock Picking, Firm Valuation, Capital Structure, Value Investing, Equity Research, Investments, Portfolio Management, Finance, Equities, Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA, Finance
University of St. Thomas 1994 — 1998
BS, Business Administration
Matt Dmytryszyn Matt Dmytryszyn's Piper Jaffray Experience July 1999 - March 2005
Job Research Analyst at LaSalle Street Capital Management
Industry Investment Management
Experience
LaSalle Street Capital Management March 2011 - Present
Russell Investments 2005 - March 2011
Piper Jaffray July 1999 - March 2005
Skills
Investments, Asset Allocation, Asset Management, Equity Research, Valuation, Research, Alternative Investments, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1997 — 2001
2001, Finance, Accounting
LaSalle Street Capital Management March 2011 - Present
Russell Investments 2005 - March 2011
Piper Jaffray July 1999 - March 2005
Skills
Investments, Asset Allocation, Asset Management, Equity Research, Valuation, Research, Alternative Investments, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1997 — 2001
2001, Finance, Accounting
Michael Bystrzycki Michael Bystrzycki's Piper Jaffray Experience 1995 - 1998
Job Team Leader, Brokerage Operations, Cost Basis at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - January 2013
Ryland Homes September 2004 - June 2009
RBC Dain Rauscher 2000 - 2004
RBC Dain Raucher 1998 - 2000
Piper Jaffray 1995 - 1998
Skills
Risk Management, Process Improvement, Team Building, Strategic Planning, Trading, Management, Project Management, Fixed Income, Budgets, Equities, Training, Securities, Sales, Leadership, Marketing, Customer Service, Relationship Management, Investments, Real Estate, Contract Negotiation, Human Resources, Financial Analysis, Mergers & Acquisitions, Banking, Portfolio Management
Education
University of St. Thomas - Opus College of Business 2003 — 2008
MBA, Finance
University of Minnesota - Carlson School of Management 1989 — 1993
BS, Finance
Ameriprise Financial Services, Inc. January 2013 - Present
Ameriprise Financial Services, Inc. May 2011 - January 2013
Ryland Homes September 2004 - June 2009
RBC Dain Rauscher 2000 - 2004
RBC Dain Raucher 1998 - 2000
Piper Jaffray 1995 - 1998
Skills
Risk Management, Process Improvement, Team Building, Strategic Planning, Trading, Management, Project Management, Fixed Income, Budgets, Equities, Training, Securities, Sales, Leadership, Marketing, Customer Service, Relationship Management, Investments, Real Estate, Contract Negotiation, Human Resources, Financial Analysis, Mergers & Acquisitions, Banking, Portfolio Management
Education
University of St. Thomas - Opus College of Business 2003 — 2008
MBA, Finance
University of Minnesota - Carlson School of Management 1989 — 1993
BS, Finance
Chris Gaukel Chris Gaukel's Piper Jaffray Experience 1996 - 1996
Job Sr Security Engineer at Delta Air Lines
Industry Computer & Network Security
Experience
Delta Air Lines December 2013 - Present
Carlson January 2013 - December 2013
Travel Acquisitions Group 2008 - January 2013
Virteva March 2006 - October 2012
Tornier 2012 - 2012
Digital River 2011 - 2011
Carlson Marketing Worldwide 2010 - December 2010
Star Tribune 2007 - 2010
Target Corporation December 1996 - February 2006
Piper Jaffray 1996 - 1996
Skills
Network Security, VPN, Microsoft Exchange, Active Directory, DNS, Data Center, VMware, Security, Switches, Windows, DHCP, VMware ESX, Load Balancing, Citrix, Cisco Firewall Security, Integration, Routers, Quest Migration Manager, Messaging, Windows Archetecture, Exchange 2010, Messaging Systems, JUNOS, Checkpoint Security
Education
University of Minnesota-Twin Cities 1987 — 1991
BS, Education
Bloomington Kennedy 1979 — 1983
High School Degree
Delta Air Lines December 2013 - Present
Carlson January 2013 - December 2013
Travel Acquisitions Group 2008 - January 2013
Virteva March 2006 - October 2012
Tornier 2012 - 2012
Digital River 2011 - 2011
Carlson Marketing Worldwide 2010 - December 2010
Star Tribune 2007 - 2010
Target Corporation December 1996 - February 2006
Piper Jaffray 1996 - 1996
Skills
Network Security, VPN, Microsoft Exchange, Active Directory, DNS, Data Center, VMware, Security, Switches, Windows, DHCP, VMware ESX, Load Balancing, Citrix, Cisco Firewall Security, Integration, Routers, Quest Migration Manager, Messaging, Windows Archetecture, Exchange 2010, Messaging Systems, JUNOS, Checkpoint Security
Education
University of Minnesota-Twin Cities 1987 — 1991
BS, Education
Bloomington Kennedy 1979 — 1983
High School Degree
Jeffrey Weiss Jeffrey Weiss's Piper Jaffray Experience July 2014 - Present
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
Piper Jaffray July 2014 - Present
Social Finance (SoFi) September 2012 - May 2014
Carlson School of Management, University of Minnesota August 2012 - May 2014
Needham & Company May 2013 - November 2013
FirstCNG June 2012 - August 2012
Development Guild/DDI January 2011 - May 2012
NOLS August 2010 - November 2010
Teach For America June 2008 - May 2010
Teach For America August 2007 - March 2008
Jeffrey Slocum & Associates May 2007 - August 2007
Skills
New Business Development, Relationship Development, Project Management, Market Research, Management Consulting, Leadership, Data Analysis, Financial Analysis, Strategy, Finance, Microsoft Excel, Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
MBA, Finance and Strategy
Washington University in St. Louis 2004 — 2008
BA, Economics and History
St. Paul Academy and Summit School 2000 — 2004
Charles Shannon Charles Shannon's Piper Jaffray Experience January 2001 - October 2003
Job VP of Corporate Development at Equus Holdings Inc.
Industry Venture Capital & Private Equity
Experience
Equus Holdings Inc.("EHI") March 2015 - Present
Surgical Information Sciences June 2013 - Present
ConvergeOne Collaboration October 2014 - March 2015
Coral Group May 2013 - March 2015
Delivery Agent April 2014 - October 2014
Delivery Agent November 2012 - May 2013
Digital River May 2010 - November 2012
Cantor Fitzgerald October 2007 - May 2010
The Mercanti Group October 2003 - October 2007
Piper Jaffray January 2001 - October 2003
Skills
Venture Capital, Joint Ventures, Sell Side, Fairness Opinions, Mergers, Buy Side, Restructuring, Divestitures, Private Equity, Capital Raising, Mergers & Acquisitions, Buy-side, E-commerce, Market Analysis, Business Strategy, Competitive Analysis, Entrepreneurship, Strategy, Due Diligence, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Executive Management, Corporate Development, Management, Start-ups
Education
University of Minnesota-Twin Cities 1999 — 2000
Bachelor of Applied Science (B.A.Sc.), Corporate Finance
University of Minnesota - Carlson School of Management 1998 — 2000
BA, Corporate Finance
Equus Holdings Inc.("EHI") March 2015 - Present
Surgical Information Sciences June 2013 - Present
ConvergeOne Collaboration October 2014 - March 2015
Coral Group May 2013 - March 2015
Delivery Agent April 2014 - October 2014
Delivery Agent November 2012 - May 2013
Digital River May 2010 - November 2012
Cantor Fitzgerald October 2007 - May 2010
The Mercanti Group October 2003 - October 2007
Piper Jaffray January 2001 - October 2003
Skills
Venture Capital, Joint Ventures, Sell Side, Fairness Opinions, Mergers, Buy Side, Restructuring, Divestitures, Private Equity, Capital Raising, Mergers & Acquisitions, Buy-side, E-commerce, Market Analysis, Business Strategy, Competitive Analysis, Entrepreneurship, Strategy, Due Diligence, Financial Modeling, Financial Analysis, Investment Banking, Valuation, Executive Management, Corporate Development, Management, Start-ups
Education
University of Minnesota-Twin Cities 1999 — 2000
Bachelor of Applied Science (B.A.Sc.), Corporate Finance
University of Minnesota - Carlson School of Management 1998 — 2000
BA, Corporate Finance
Arthur Elmer Arthur Elmer's Piper Jaffray Experience May 2015 - Present
Job Student at the University of Minnesota
Industry Banking
Experience
Piper Jaffray May 2015 - Present
Wells Fargo Securities June 2014 - August 2014
E-Commworks, Inc May 2013 - August 2013
Minneapolis Golf Club May 2006 - August 2013
St. Louis Park Lacrosse Association April 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Accounting, Portfolio Management, Microsoft Office, Access, Microsoft Word, Leadership, Customer Service, Time Management, Teamwork, Spanish, Team Leadership, Financial Modeling, Project Management, Public Speaking, Social Media, Research, Valuation, Precision Agriculture, Fiscally Responsible, Contemporary Dance, Sword Fighting
Education
University of Minnesota - Carlson School of Management 2011 — 2016
Bachelor's degree, Finance, Spanish
Piper Jaffray May 2015 - Present
Wells Fargo Securities June 2014 - August 2014
E-Commworks, Inc May 2013 - August 2013
Minneapolis Golf Club May 2006 - August 2013
St. Louis Park Lacrosse Association April 2012 - July 2013
Skills
Financial Analysis, Microsoft Excel, Data Analysis, PowerPoint, Accounting, Portfolio Management, Microsoft Office, Access, Microsoft Word, Leadership, Customer Service, Time Management, Teamwork, Spanish, Team Leadership, Financial Modeling, Project Management, Public Speaking, Social Media, Research, Valuation, Precision Agriculture, Fiscally Responsible, Contemporary Dance, Sword Fighting
Education
University of Minnesota - Carlson School of Management 2011 — 2016
Bachelor's degree, Finance, Spanish
Jeffrey Frederickson's Piper Jaffray Experience May 2010 - January 2011
Job Account Manager at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek January 2013 - Present
Aerotek November 2011 - January 2013
Piper Jaffray May 2010 - January 2011
Skills
Fluent Spanish, Spanish, Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Cold Calling, Manufacturing, Healthcare, Contract Recruitment, Applicant Tracking..., Account Management, Sales
Education
University of Minnesota - Carlson School of Management 2006 — 2011
BSB, Finance
Eastview High School 2002 — 2006
Aerotek January 2013 - Present
Aerotek November 2011 - January 2013
Piper Jaffray May 2010 - January 2011
Skills
Fluent Spanish, Spanish, Talent Acquisition, Technical Recruiting, Recruiting, Sourcing, Cold Calling, Manufacturing, Healthcare, Contract Recruitment, Applicant Tracking..., Account Management, Sales
Education
University of Minnesota - Carlson School of Management 2006 — 2011
BSB, Finance
Eastview High School 2002 — 2006
Daniel (D. J.) Lemmage Daniel (D. J.) Lemmage's Piper Jaffray Experience July 2011 - June 2014
Job Investment Analyst at Värde Partners
Industry Investment Banking
Experience
Varde Partners May 2015 - Present
General Mills June 2014 - May 2015
Piper Jaffray July 2011 - June 2014
Piper Jaffray June 2010 - August 2010
Northland Securities November 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Finance, Due Diligence, Microsoft Excel, M&A experience, Bloomberg, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
Varde Partners May 2015 - Present
General Mills June 2014 - May 2015
Piper Jaffray July 2011 - June 2014
Piper Jaffray June 2010 - August 2010
Northland Securities November 2009 - May 2010
Skills
Investment Banking, Financial Modeling, Finance, Due Diligence, Microsoft Excel, M&A experience, Bloomberg, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management 2007 — 2011
BSB, Finance
Wes Lilja Wes Lilja's Piper Jaffray Experience October 2009 - February 2011
Job Associate, Consumer Investment Banking at Harris Williams & Co.
Industry Investment Banking
Experience
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
Carlson School of Management August 2013 - May 2015
Harris Williams & Co. June 2014 - August 2014
Wells Fargo Securities February 2011 - June 2013
Piper Jaffray October 2009 - February 2011
Threshold Group November 2008 - December 2008
Watershed Partners, Inc. June 2008 - August 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Full-Time Candidate for Master of Business Administration (MBA)
University of Puget Sound 2005 — 2009
Bachelor of Arts in Business, Minors in Mathematics and Economics
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
Dawn Ellis Dawn Ellis's Piper Jaffray Experience May 1997 - February 1999
Job Sr. Business Process Analyst at Land O'Lakes (WinField)
Industry Financial Services
Experience
Land O'Lakes September 2012 - December 2013
On assignment with Robert Half Management Resources June 2012 - September 2012
Regency Beauty Institute September 2010 - September 2011
Regency Beauty Institute October 2009 - September 2010
Laciak Accountancy Group, PC August 2008 - April 2009
Harris Associates July 2007 - July 2008
Harris Associates December 2005 - July 2007
Harris Associates March 2001 - December 2005
First American Asset Management, a subsidiary of US Bank February 1999 - September 1999
Piper Jaffray May 1997 - February 1999
Skills
Process Improvement, Business Process, Change Management, Risk Management, Business Project Lead, Master Data Management, Problem Solving, Drive Change, Influence Without..., Strategic thinker, System..., Coaching, Mentoring, Build consensus through..., Turn ideas into actions, Oracle SQL Developer, JD Edwards
Education
Northwestern University, Kellogg School of Management 2005 — 2007
MBA, Management & Strategy, Management & Organization, Analytical Consulting
University of Minnesota Duluth 1994 — 1998
Labovitz School of Business & Economics, Finance & Management Information Sciences; Business Administration
Totino-Grace High School 1989 — 1993
Land O'Lakes September 2012 - December 2013
On assignment with Robert Half Management Resources June 2012 - September 2012
Regency Beauty Institute September 2010 - September 2011
Regency Beauty Institute October 2009 - September 2010
Laciak Accountancy Group, PC August 2008 - April 2009
Harris Associates July 2007 - July 2008
Harris Associates December 2005 - July 2007
Harris Associates March 2001 - December 2005
First American Asset Management, a subsidiary of US Bank February 1999 - September 1999
Piper Jaffray May 1997 - February 1999
Skills
Process Improvement, Business Process, Change Management, Risk Management, Business Project Lead, Master Data Management, Problem Solving, Drive Change, Influence Without..., Strategic thinker, System..., Coaching, Mentoring, Build consensus through..., Turn ideas into actions, Oracle SQL Developer, JD Edwards
Education
Northwestern University, Kellogg School of Management 2005 — 2007
MBA, Management & Strategy, Management & Organization, Analytical Consulting
University of Minnesota Duluth 1994 — 1998
Labovitz School of Business & Economics, Finance & Management Information Sciences; Business Administration
Totino-Grace High School 1989 — 1993
Emily Peltier's Piper Jaffray Experience May 2000 - September 2003
Job Ideation. Maximizer. Arranger. Relator. Achiever.
Industry Financial Services
Experience
Peltier Marketing Group, LLC. September 2014 - Present
Bremer Investments January 2014 - Present
ValMark Securities March 2011 - January 2014
Bremer Financial Services September 2003 - March 2011
Piper Jaffray May 2000 - September 2003
Allianz May 1997 - April 2000
Education
University of Minnesota Duluth 1993 — 1997
BA, Communications
Peltier Marketing Group, LLC. September 2014 - Present
Bremer Investments January 2014 - Present
ValMark Securities March 2011 - January 2014
Bremer Financial Services September 2003 - March 2011
Piper Jaffray May 2000 - September 2003
Allianz May 1997 - April 2000
Education
University of Minnesota Duluth 1993 — 1997
BA, Communications
Jason Somrock Jason Somrock's Piper Jaffray Experience May 2001 - August 2001
Job Vice President National Lab Network at UnitedHealth Group
Industry Health, Wellness and Fitness
Experience
UnitedHealth Group December 2014 - Present
UnitedHealth Group August 2012 - December 2014
UnitedHealth Group March 2010 - August 2012
UnitedHealth Group October 2007 - March 2010
UnitedHealth Group November 2004 - October 2007
ThinkEquity Partners June 2002 - November 2004
Piper Jaffray May 2001 - August 2001
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
Edina
UnitedHealth Group December 2014 - Present
UnitedHealth Group August 2012 - December 2014
UnitedHealth Group March 2010 - August 2012
UnitedHealth Group October 2007 - March 2010
UnitedHealth Group November 2004 - October 2007
ThinkEquity Partners June 2002 - November 2004
Piper Jaffray May 2001 - August 2001
Education
University of Minnesota - Carlson School of Management 1998 — 2002
BSB, Finance
Edina
Seth Gandara's Piper Jaffray Experience 2006 - 2007
Job CoFounder and CEO at SquareBikes.com
Industry Internet
Experience
SquareBikes.com 2011 - Present
StarVest Partners 2008 - 2010
Updata Advisors 2007 - 2008
Piper Jaffray 2006 - 2007
Bloomberg LP April 2006 - August 2006
Abercrombie & Fitch 2005 - 2006
Pentagram Design 2005 - 2005
Lippincott 2004 - 2005
Education
University of Minnesota - Carlson School of Management
Post-baccalaureate Studies
Yale University
BA
SquareBikes.com 2011 - Present
StarVest Partners 2008 - 2010
Updata Advisors 2007 - 2008
Piper Jaffray 2006 - 2007
Bloomberg LP April 2006 - August 2006
Abercrombie & Fitch 2005 - 2006
Pentagram Design 2005 - 2005
Lippincott 2004 - 2005
Education
University of Minnesota - Carlson School of Management
Post-baccalaureate Studies
Yale University
BA
Jenny (Uglem) Friedman Jenny (Uglem) Friedman's Piper Jaffray Experience April 2004 - 2005
Job Senior Recruiter & Supervisor at Land O'Lakes, Inc.
Industry Human Resources
Experience
Land O'Lakes, Inc. July 2015 - Present
Land O'Lakes June 2013 - Present
Accenture September 2010 - June 2013
Best Buy September 2010 - June 2013
Thomson FindLaw April 2009 - September 2010
Thomson Reuters 2008 - April 2009
Thomson Corporation February 2006 - January 2008
Piper Jaffray April 2004 - 2005
Skills
Recruiting, Employee Relations, New Hire Orientations, Onboarding, College Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Taleo, Employer Branding, Sourcing, Employee Engagement, Event Management, Event Planning, Corporate Events, Closing Candidates, Program Management, Program Development, Process Improvement, Account Management, Employee Benefits, Web Services, Benefits Administration, Training, Talent Management, Management, Marketing, Career Counseling, Time Management
Education
University of Minnesota Duluth 1999 — 2004
BBA
Champlin Park High School
Land O'Lakes, Inc. July 2015 - Present
Land O'Lakes June 2013 - Present
Accenture September 2010 - June 2013
Best Buy September 2010 - June 2013
Thomson FindLaw April 2009 - September 2010
Thomson Reuters 2008 - April 2009
Thomson Corporation February 2006 - January 2008
Piper Jaffray April 2004 - 2005
Skills
Recruiting, Employee Relations, New Hire Orientations, Onboarding, College Recruiting, Talent Acquisition, Applicant Tracking..., Human Resources, Taleo, Employer Branding, Sourcing, Employee Engagement, Event Management, Event Planning, Corporate Events, Closing Candidates, Program Management, Program Development, Process Improvement, Account Management, Employee Benefits, Web Services, Benefits Administration, Training, Talent Management, Management, Marketing, Career Counseling, Time Management
Education
University of Minnesota Duluth 1999 — 2004
BBA
Champlin Park High School
Donald Radtke Donald Radtke's Piper Jaffray Experience 1994 - 1995
Job Portfolio Manager at Tributary Capital Management
Industry Investment Management
Experience
Tributary Capital Management October 2012 - Present
Tributary Capital Management September 2007 - September 2012
WB Capital Management September 2005 - August 2007
Investors Management Group (WB Capital) April 2000 - September 2005
Bank of America Investment Management 1999 - 2000
Piper Jaffray 1994 - 1995
Craig-Hallum, Inc. 1992 - 1994
Skills
Equities, Investments, Portfolio Management, Equity Research, Mutual Funds, Strategy, Fundamental Analysis, Financial Services, Economics, Equity Valuation, Valuation, Financial Modeling, Asset Management, Securities, Fixed Income
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.), Economics
Tributary Capital Management October 2012 - Present
Tributary Capital Management September 2007 - September 2012
WB Capital Management September 2005 - August 2007
Investors Management Group (WB Capital) April 2000 - September 2005
Bank of America Investment Management 1999 - 2000
Piper Jaffray 1994 - 1995
Craig-Hallum, Inc. 1992 - 1994
Skills
Equities, Investments, Portfolio Management, Equity Research, Mutual Funds, Strategy, Fundamental Analysis, Financial Services, Economics, Equity Valuation, Valuation, Financial Modeling, Asset Management, Securities, Fixed Income
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.), Finance
University of Wisconsin-Milwaukee
Bachelor of Arts (B.A.), Economics
Joyce Kurus Joyce Kurus's Piper Jaffray Experience June 1993 - February 2008
Job ResourceWest, Development Associate
Industry Health, Wellness and Fitness
Experience
ResourceWest August 2010 - Present
Kurus Kids Incorporated September 2001 - Present
Piper Jaffray June 1993 - February 2008
Skills
Fundraising, Non-profits, Volunteer Management, Program Development, Grant Writing, Community Outreach, Event Planning, Non-profit..., Microsoft Office, Public Speaking, Strategic Planning, Public Relations, Program Management, Marketing Communications, Strategic Partnerships, Data Analysis, Organizational..., Nonprofits, Management, Community Development, Grants
Education
University of Minnesota - Carlson School of Management 1989 — 1993
B.S. Business, Business
University of Minnesota - Carlson School of Management 1989 — 1993
BS, Marketing
ResourceWest August 2010 - Present
Kurus Kids Incorporated September 2001 - Present
Piper Jaffray June 1993 - February 2008
Skills
Fundraising, Non-profits, Volunteer Management, Program Development, Grant Writing, Community Outreach, Event Planning, Non-profit..., Microsoft Office, Public Speaking, Strategic Planning, Public Relations, Program Management, Marketing Communications, Strategic Partnerships, Data Analysis, Organizational..., Nonprofits, Management, Community Development, Grants
Education
University of Minnesota - Carlson School of Management 1989 — 1993
B.S. Business, Business
University of Minnesota - Carlson School of Management 1989 — 1993
BS, Marketing
Samuel Kemp's Piper Jaffray Experience April 2014 - Present
Job Equity Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2014 - Present
Piper Jaffray September 2012 - April 2014
Carlson Funds Enterprise January 2013 - December 2013
Kemp Motor Rental January 2008 - August 2013
University of Minnesota August 2012 - May 2013
Alliant Techsystems (ATK) May 2012 - August 2012
Foster Klima & Company, LLC. December 2011 - May 2012
Birch Retreat Resort March 2007 - August 2011
Skills
Microsoft Excel, Analysis, Strategic Thinking, People Skills, Strategic Planning, Teaching, Public Speaking, Equity Valuation, Financial Analysis, Modeling, Problem Solving, Organizational..., Planning, Reflection, Big Picture Thinking, Detailed Analysis, Financial Statement..., Teamwork, Leadership, Forecasting, Budgets, PowerPoint, Data Analysis, Customer Service, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Bachelor of Science in Business, Finance
Buffalo High School
Piper Jaffray April 2014 - Present
Piper Jaffray September 2012 - April 2014
Carlson Funds Enterprise January 2013 - December 2013
Kemp Motor Rental January 2008 - August 2013
University of Minnesota August 2012 - May 2013
Alliant Techsystems (ATK) May 2012 - August 2012
Foster Klima & Company, LLC. December 2011 - May 2012
Birch Retreat Resort March 2007 - August 2011
Skills
Microsoft Excel, Analysis, Strategic Thinking, People Skills, Strategic Planning, Teaching, Public Speaking, Equity Valuation, Financial Analysis, Modeling, Problem Solving, Organizational..., Planning, Reflection, Big Picture Thinking, Detailed Analysis, Financial Statement..., Teamwork, Leadership, Forecasting, Budgets, PowerPoint, Data Analysis, Customer Service, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2011 — 2013
Bachelor of Science in Business, Finance
Buffalo High School
Katherine R. Egbert's Piper Jaffray Experience September 2014 - Present
Job
Industry Computer Software
Experience
Piper Jaffray September 2014 - Present
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
Villanova University
Bachelor of Science (B.S.), Electrical Engineering
Piper Jaffray September 2014 - Present
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
Villanova University
Bachelor of Science (B.S.), Electrical Engineering
Brian Delegan's Piper Jaffray Experience 1998 - 1999
Job Head of Global Solutions Design and Delivery at Morningstar
Industry Computer Software
Experience
Morningstar April 2013 - Present
Morningstar January 2011 - March 2013
Morningstar June 2004 - March 2011
Morningstar June 1999 - June 2004
University of Minnesota Duluth 1998 - 1999
Piper Jaffray 1998 - 1999
Air National Guard 1995 - 1999
United States Air Force 1993 - 1995
Skills
Market Data, Equities, Product Management, Electronic Trading, Mutual Funds, Technology Development, Product Development, Product Strategy, Product Launches, Product Marketing, Product Design, Business Planning, P&L Management, Web Design, Product Launch, People Management, Web 2.0, Web Applications, Website Development, Sales Engineering, Lean Thinking, Operational Excellence, Business Analysis, Financial Services
Education
University of Minnesota-Duluth 1995 — 1999
BBA Finance, BA Economics
SSHS
SSHS
Morningstar April 2013 - Present
Morningstar January 2011 - March 2013
Morningstar June 2004 - March 2011
Morningstar June 1999 - June 2004
University of Minnesota Duluth 1998 - 1999
Piper Jaffray 1998 - 1999
Air National Guard 1995 - 1999
United States Air Force 1993 - 1995
Skills
Market Data, Equities, Product Management, Electronic Trading, Mutual Funds, Technology Development, Product Development, Product Strategy, Product Launches, Product Marketing, Product Design, Business Planning, P&L Management, Web Design, Product Launch, People Management, Web 2.0, Web Applications, Website Development, Sales Engineering, Lean Thinking, Operational Excellence, Business Analysis, Financial Services
Education
University of Minnesota-Duluth 1995 — 1999
BBA Finance, BA Economics
SSHS
SSHS
Lora Chell, CPA (Inactive)'s Piper Jaffray Experience June 2012 - Present
Job PRINCIPAL, FINANCE DIRECTOR at PIPER JAFFRAY
Industry Capital Markets
Experience
PIPER JAFFRAY June 2012 - Present
PIPER JAFFRAY December 1996 - May 2012
SUPERVALU November 1993 - December 1996
Education
University of Minnesota Duluth 1989 — 1993
Bachelors of Accounting
PIPER JAFFRAY June 2012 - Present
PIPER JAFFRAY December 1996 - May 2012
SUPERVALU November 1993 - December 1996
Education
University of Minnesota Duluth 1989 — 1993
Bachelors of Accounting
Sara Humann's Piper Jaffray Experience May 1999 - February 2000
Job Financial Consultant, Medtronic
Industry Medical Devices
Experience
Medtronic October 2013 - Present
Blaine Volleyball Association August 2009 - September 2013
Medtronic January 2007 - September 2013
Blaine Volleyball Association October 2006 - May 2008
Carlson Consulting Enterprise March 2006 - May 2007
Target Corporation June 2006 - August 2006
Marshall Field's September 2004 - August 2005
Accenture, LTD September 2001 - September 2004
Piper Jaffray May 1999 - February 2000
Skills
Forecasting, Financial Analysis, Business Planning, Cross-functional Team..., Training, Financial Reporting, Essbase, Managerial Finance, Financial Forecasting, Analytics, Data Analysis, Microsoft Excel, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
University of St. Thomas 1997 — 2001
Bachelor of Arts, Finance, Mathematics
Medtronic October 2013 - Present
Blaine Volleyball Association August 2009 - September 2013
Medtronic January 2007 - September 2013
Blaine Volleyball Association October 2006 - May 2008
Carlson Consulting Enterprise March 2006 - May 2007
Target Corporation June 2006 - August 2006
Marshall Field's September 2004 - August 2005
Accenture, LTD September 2001 - September 2004
Piper Jaffray May 1999 - February 2000
Skills
Forecasting, Financial Analysis, Business Planning, Cross-functional Team..., Training, Financial Reporting, Essbase, Managerial Finance, Financial Forecasting, Analytics, Data Analysis, Microsoft Excel, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
University of St. Thomas 1997 — 2001
Bachelor of Arts, Finance, Mathematics
Rob Woseth's Piper Jaffray Experience 1998 - 2001
Job EVP, Chief Strategy Officer at SUPERVALU
Industry Retail
Experience
SUPERVALU March 2013 - Present
Albertsons LLC June 2006 - March 2013
Albertson's Inc. 2002 - 2006
Water Tower Capital 2001 - 2002
Piper Jaffray 1998 - 2001
Skills
Strategic Planning, Strategy, Corporate Development, P&L Management, Business Development, Retail, Cross-functional Team..., Mergers, Business Strategy, Forecasting, Financial Modeling, Process Improvement, Mergers & Acquisitions, Leadership, Strategic Partnerships, Commercial Real Estate
Education
University of Minnesota - Carlson School of Management
MBA in Finance, emphasis in strategic management - 1998
SUPERVALU March 2013 - Present
Albertsons LLC June 2006 - March 2013
Albertson's Inc. 2002 - 2006
Water Tower Capital 2001 - 2002
Piper Jaffray 1998 - 2001
Skills
Strategic Planning, Strategy, Corporate Development, P&L Management, Business Development, Retail, Cross-functional Team..., Mergers, Business Strategy, Forecasting, Financial Modeling, Process Improvement, Mergers & Acquisitions, Leadership, Strategic Partnerships, Commercial Real Estate
Education
University of Minnesota - Carlson School of Management
MBA in Finance, emphasis in strategic management - 1998
Maura Stoltz Hasan's Piper Jaffray Experience 2004 - 2008
Job Financial Analyst (FLDP) at General Mills
Industry Financial Services
Experience
General Mills 2008 - Present
Piper Jaffray 2004 - 2008
Ready 4 K 2001 - 2004
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance & Operations
University of St. Thomas 1997 — 2001
BA, Sociology: Criminal Justice and Justice & Peace Studies, Legal Studies Minor
General Mills 2008 - Present
Piper Jaffray 2004 - 2008
Ready 4 K 2001 - 2004
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance & Operations
University of St. Thomas 1997 — 2001
BA, Sociology: Criminal Justice and Justice & Peace Studies, Legal Studies Minor
Jay Robinson CPWA's Piper Jaffray Experience 1999 - 1999
Job RVP at Schwab
Industry Financial Services
Experience
Schwab Advisor Services March 2006 - Present
Piper Jaffray 1999 - 1999
RBC Dain Rauscher 1900 - 1900
Education
University of Minnesota Duluth 1979 — 1983
Schwab Advisor Services March 2006 - Present
Piper Jaffray 1999 - 1999
RBC Dain Rauscher 1900 - 1900
Education
University of Minnesota Duluth 1979 — 1983
Steve Stroup's Piper Jaffray Experience June 2003 - February 2004
Job Vice President at Financial Services Company
Industry Financial Services
Experience
Financial Services Industry- Securities Brokerage February 2014 - Present
State of Minnesota January 2011 - February 2014
Ameriprise Financial Services, Inc. May 2011 - December 2011
Wells Fargo Home Mortgage May 2009 - May 2011
Gemini Investors December 2006 - September 2008
TEALWOOD ASSET MANGEMENT October 2004 - September 2006
Piper Jaffray June 2003 - February 2004
BALYASNY ASSET MANAGEMENT January 1999 - January 2003
Skills
Investments, Financial Modeling, Financial Analysis, Hedge Funds, Securities, Series 7, Series 24, Series 63, Series 52, Series 53, Series 66, Equity investment..., investment strategy, Fixed Income, Due Diligence, Research, Client Service, Valuation, Private Equity, Capital Markets, Equity Research, Industry Analysis, Asset Management, Trading, Financial Services
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
University of Wisconsin-Madison 1991 — 1995
BA, Political Science
Financial Services Industry- Securities Brokerage February 2014 - Present
State of Minnesota January 2011 - February 2014
Ameriprise Financial Services, Inc. May 2011 - December 2011
Wells Fargo Home Mortgage May 2009 - May 2011
Gemini Investors December 2006 - September 2008
TEALWOOD ASSET MANGEMENT October 2004 - September 2006
Piper Jaffray June 2003 - February 2004
BALYASNY ASSET MANAGEMENT January 1999 - January 2003
Skills
Investments, Financial Modeling, Financial Analysis, Hedge Funds, Securities, Series 7, Series 24, Series 63, Series 52, Series 53, Series 66, Equity investment..., investment strategy, Fixed Income, Due Diligence, Research, Client Service, Valuation, Private Equity, Capital Markets, Equity Research, Industry Analysis, Asset Management, Trading, Financial Services
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
University of Wisconsin-Madison 1991 — 1995
BA, Political Science
Christopher Blake - CISM & CISSP's Piper Jaffray Experience 1996 - 1998
Job Director Cyber Security Services at Ameriprise Financial Services, Inc.
Industry Information Technology and Services
Experience
Ameriprise Financial Services, Inc. June 2014 - Present
Best Buy November 2011 - May 2014
Carlson Wagonlit Travel September 2010 - November 2011
Carlson Companies November 2008 - September 2010
General Mills September 2002 - November 2008
Diageo / Pillsbury 1998 - 2002
Piper Jaffray 1996 - 1998
Osmonics (GE) 1994 - 1995
Skills
Security, Risk Management, Disaster Recovery, Information Security, Leadership, Management, CISSP, Vendor Management, SCCM, Process Improvement, Computer Security, IT Management, Enterprise Software, Project Management, Enterprise Architecture, Networking, ITIL, IT Operations, Business Process..., SDLC, Change Management, IT Strategy, Data Center, Integration, IT Service Management, Cloud Computing, Network Security, SharePoint, Information Technology, Governance, Cross-functional Team..., Active Directory, VMware, Virtualization, Business Continuity, System Deployment, Visio, PCI DSS, Security Management
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Masters of Science, Management of Technology, Magna Cum Laude
Ameriprise Financial Services, Inc. June 2014 - Present
Best Buy November 2011 - May 2014
Carlson Wagonlit Travel September 2010 - November 2011
Carlson Companies November 2008 - September 2010
General Mills September 2002 - November 2008
Diageo / Pillsbury 1998 - 2002
Piper Jaffray 1996 - 1998
Osmonics (GE) 1994 - 1995
Skills
Security, Risk Management, Disaster Recovery, Information Security, Leadership, Management, CISSP, Vendor Management, SCCM, Process Improvement, Computer Security, IT Management, Enterprise Software, Project Management, Enterprise Architecture, Networking, ITIL, IT Operations, Business Process..., SDLC, Change Management, IT Strategy, Data Center, Integration, IT Service Management, Cloud Computing, Network Security, SharePoint, Information Technology, Governance, Cross-functional Team..., Active Directory, VMware, Virtualization, Business Continuity, System Deployment, Visio, PCI DSS, Security Management
Education
University of Minnesota - Carlson School of Management 2004 — 2007
Masters of Science, Management of Technology, Magna Cum Laude
Jeremy Alinder, MBA, CPA (inactive)'s Piper Jaffray Experience 2001 - 2002
Job CFO North America at RWL Water
Industry Executive Office
Experience
RWL Water August 2014 - Present
Jacobs Electric Company March 2014 - Present
Pentair 2011 - 2013
Pentair 2007 - 2011
Pentair 2005 - 2007
Hillcrest Capital Partners 2002 - 2005
Piper Jaffray 2001 - 2002
Deloitte 1997 - 2000
Skills
Start-ups, Business Development, Financial Modeling, Strategy, Leadership, Cross-functional Team..., Mergers & Acquisitions, Competitive Analysis, Valuation, Forecasting, Strategic Planning, Due Diligence, Finance, Management, Financial Analysis, Product Development, Mergers, Business Strategy, Manufacturing
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance & Marketing
University of Saint Thomas 1994 — 1996
Bachelor of Arts (B.A.), Accounting and Finance
RWL Water August 2014 - Present
Jacobs Electric Company March 2014 - Present
Pentair 2011 - 2013
Pentair 2007 - 2011
Pentair 2005 - 2007
Hillcrest Capital Partners 2002 - 2005
Piper Jaffray 2001 - 2002
Deloitte 1997 - 2000
Skills
Start-ups, Business Development, Financial Modeling, Strategy, Leadership, Cross-functional Team..., Mergers & Acquisitions, Competitive Analysis, Valuation, Forecasting, Strategic Planning, Due Diligence, Finance, Management, Financial Analysis, Product Development, Mergers, Business Strategy, Manufacturing
Education
University of Minnesota - Carlson School of Management 2000 — 2002
Master of Business Administration (M.B.A.), Finance & Marketing
University of Saint Thomas 1994 — 1996
Bachelor of Arts (B.A.), Accounting and Finance
Luke Hermann's Piper Jaffray Experience February 2013 - Present
Job Piper Jaffray & Co
Industry Investment Management
Experience
Piper Jaffray February 2013 - Present
Wells Fargo Securities LLC September 2003 - February 2013
PaineWebber August 2002 - August 2003
Skills
Series 7, Investments, Mutual Funds, Securities, Bonds, Series 63
Education
University of Minnesota-Duluth 1998 — 2002
BS, Finance
New Ulm High School 1996 — 1998
Piper Jaffray February 2013 - Present
Wells Fargo Securities LLC September 2003 - February 2013
PaineWebber August 2002 - August 2003
Skills
Series 7, Investments, Mutual Funds, Securities, Bonds, Series 63
Education
University of Minnesota-Duluth 1998 — 2002
BS, Finance
New Ulm High School 1996 — 1998
Cheryl Wandmaker's Piper Jaffray Experience January 2010 - Present
Job Global Head of the Middle Office at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2010 - Present
Piper Jaffray March 1999 - December 2009
Piper Jaffray Companies March 1999 - December 2009
Piper Jaffray 1990 - 1999
Skills
Middle Office, Trading, Series 63, Capital Markets, Securities, Equities, Series 7, Settlement, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1981 — 1985
Acient and European History
Piper Jaffray January 2010 - Present
Piper Jaffray March 1999 - December 2009
Piper Jaffray Companies March 1999 - December 2009
Piper Jaffray 1990 - 1999
Skills
Middle Office, Trading, Series 63, Capital Markets, Securities, Equities, Series 7, Settlement, Fixed Income, Hedge Funds
Education
University of Minnesota Duluth 1981 — 1985
Acient and European History
Joe Fleming's Piper Jaffray Experience October 1997 - December 2005
Job Chief Compliance Officer, RBC Wealth Management
Industry Financial Services
Experience
University of St. Thomas School of Law January 2014 - Present
RBC Wealth Management December 2005 - Present
Piper Jaffray October 1997 - December 2005
Skills
FINRA, AML, Securities, Mutual Funds, Series 7, Financial Services, Risk Management, Equities, Series 63, Due Diligence, Wealth Management, Investment Advisory, Fixed Income
Education
University of Minnesota Law School 1987 — 1990
University of St. Thomas 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
University of St. Thomas School of Law January 2014 - Present
RBC Wealth Management December 2005 - Present
Piper Jaffray October 1997 - December 2005
Skills
FINRA, AML, Securities, Mutual Funds, Series 7, Financial Services, Risk Management, Equities, Series 63, Due Diligence, Wealth Management, Investment Advisory, Fixed Income
Education
University of Minnesota Law School 1987 — 1990
University of St. Thomas 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Dan Hendrickson's Piper Jaffray Experience 1999 - 2011
Job Equity Trader
Industry Consumer Services
Experience
Piper Jaffray 1999 - 2011
Education
University of Minnesota - Carlson School of Management 1994 — 1998
University of Minnesota-Twin Cities 1993 — 1998
BS, Business
Piper Jaffray 1999 - 2011
Education
University of Minnesota - Carlson School of Management 1994 — 1998
University of Minnesota-Twin Cities 1993 — 1998
BS, Business
Aaron Loveland's Piper Jaffray Experience August 2000 - May 2006
Job Systems Support Analyst at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2006 - Present
Piper Jaffray August 2000 - May 2006
Skills
Enterprise Architecture, SharePoint, SDLC, Windows Server, Websphere, Tealeaf, IIS, SSRS, Microsoft SQL Server, Connect Direct, Microsoft Cluster, BizTalk, Microsoft Exchange, Autosys, Siteminder, Weblogic, Active Directory, Middleware, Web Services
Education
University of Minnesota-Duluth
Computer Science
Wells Fargo June 2006 - Present
Piper Jaffray August 2000 - May 2006
Skills
Enterprise Architecture, SharePoint, SDLC, Windows Server, Websphere, Tealeaf, IIS, SSRS, Microsoft SQL Server, Connect Direct, Microsoft Cluster, BizTalk, Microsoft Exchange, Autosys, Siteminder, Weblogic, Active Directory, Middleware, Web Services
Education
University of Minnesota-Duluth
Computer Science
Lori Carignan's Piper Jaffray Experience February 2011 - Present
Job Vice President/Benefits Manager Piper Jaffray
Industry Human Resources
Experience
Piper Jaffray February 2011 - Present
Goldleaft Partners June 2010 - December 2010
Analysts International 2008 - 2009
Analysts International January 2002 - February 2008
Analysts International September 1995 - January 2002
Analysts International August 1992 - September 1995
Dataserv, Inc. October 1988 - August 1992
Skills
Employee Relations, Human Resources, Recruiting, Employee Engagement, Workers Compensation, Benefits Management, Employee Benefits, HR Policies, Benefits Administration, Leadership, Payroll, Benefits Design, Personnel Management, Team Building, Management, New Hire Orientations, Talent Management
Education
University of St. Thomas 2011 — 2011
Mini MBA
University of Minnesota Duluth 1981 — 1985
BA, Business and Human Resources Concentration
Piper Jaffray February 2011 - Present
Goldleaft Partners June 2010 - December 2010
Analysts International 2008 - 2009
Analysts International January 2002 - February 2008
Analysts International September 1995 - January 2002
Analysts International August 1992 - September 1995
Dataserv, Inc. October 1988 - August 1992
Skills
Employee Relations, Human Resources, Recruiting, Employee Engagement, Workers Compensation, Benefits Management, Employee Benefits, HR Policies, Benefits Administration, Leadership, Payroll, Benefits Design, Personnel Management, Team Building, Management, New Hire Orientations, Talent Management
Education
University of St. Thomas 2011 — 2011
Mini MBA
University of Minnesota Duluth 1981 — 1985
BA, Business and Human Resources Concentration
Kent Farrington's Piper Jaffray Experience June 1993 - Present
Job Principal Equity Trading at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 1993 - Present
Education
University of Minnesota - Carlson School of Management 1985 — 1989
Piper Jaffray June 1993 - Present
Education
University of Minnesota - Carlson School of Management 1985 — 1989
Heather Thram's Piper Jaffray Experience 2002 - 2006
Job Partner at Bluhaus Realtors
Industry Financial Services
Experience
Bluhaus Realtors (Brokerage Services through Remax Advantage Plus) October 2013 - Present
North Highland Consulting June 2011 - October 2013
NOVON Consulting May 2010 - May 2011
Six Degrees Sales and Marketing January 2007 - May 2010
Accenture Technology Solutions May 2004 - October 2006
Piper Jaffray 2002 - 2006
Skills
PROSCI Certified..., PMP Certified, Business Analysis, Program Management, Change Management, Business Process..., Requirements Gathering, SDLC, Process Improvement, Risk Management, PMO, Vendor Management, Business Requirements, Requirements Analysis, Management Consulting, Business Process, IT Strategy, Visio, Project Management, Software Project..., Process Engineering, Financial Services, Integration, Outsourcing, Consulting
Education
University of Minnesota-Twin Cities 1991 — 1995
Sociology, Psychology
Bluhaus Realtors (Brokerage Services through Remax Advantage Plus) October 2013 - Present
North Highland Consulting June 2011 - October 2013
NOVON Consulting May 2010 - May 2011
Six Degrees Sales and Marketing January 2007 - May 2010
Accenture Technology Solutions May 2004 - October 2006
Piper Jaffray 2002 - 2006
Skills
PROSCI Certified..., PMP Certified, Business Analysis, Program Management, Change Management, Business Process..., Requirements Gathering, SDLC, Process Improvement, Risk Management, PMO, Vendor Management, Business Requirements, Requirements Analysis, Management Consulting, Business Process, IT Strategy, Visio, Project Management, Software Project..., Process Engineering, Financial Services, Integration, Outsourcing, Consulting
Education
University of Minnesota-Twin Cities 1991 — 1995
Sociology, Psychology
Neil Koepcke's Piper Jaffray Experience January 2006 - May 2008
Job Managing Director at Stifel Nicolaus
Industry Capital Markets
Experience
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2011 - January 2013
Stifel Financial Corp. May 2008 - January 2011
Piper Jaffray January 2006 - May 2008
Piper Jaffray July 2000 - January 2006
Piper Jaffray July 1998 - July 2000
Grant Thornton LLP January 1997 - July 1998
Skills
Fixed Income, Series 7, Bonds, Capital Markets, Financial Modeling, Trading, Derivatives, Investment Banking, Hedge Funds, Microsoft Excel, PowerPoint, Bloomberg, Series 63, Distressed Debt, Asset-backed..., Structured Products
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
University of St. Thomas 1993 — 1996
BA, Economics & Finance
Wirtschaftsuniversität Wien (Vienna University of Economics and Business Administration)
Stifel Financial Corp. January 2013 - Present
Stifel Financial Corp. January 2011 - January 2013
Stifel Financial Corp. May 2008 - January 2011
Piper Jaffray January 2006 - May 2008
Piper Jaffray July 2000 - January 2006
Piper Jaffray July 1998 - July 2000
Grant Thornton LLP January 1997 - July 1998
Skills
Fixed Income, Series 7, Bonds, Capital Markets, Financial Modeling, Trading, Derivatives, Investment Banking, Hedge Funds, Microsoft Excel, PowerPoint, Bloomberg, Series 63, Distressed Debt, Asset-backed..., Structured Products
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance
University of St. Thomas 1993 — 1996
BA, Economics & Finance
Wirtschaftsuniversität Wien (Vienna University of Economics and Business Administration)
Matthew Groppetti's Piper Jaffray Experience May 2005 - August 2005
Job Business Development at 3M Industrial Business Group
Industry Financial Services
Experience
3M November 2014 - Present
3M September 2010 - Present
3M March 2008 - September 2010
Lazard January 2006 - February 2008
Piper Jaffray May 2005 - August 2005
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA), Strategic Management and Finance
University of Wisconsin-Madison 2001 — 2005
BA, Finance
3M November 2014 - Present
3M September 2010 - Present
3M March 2008 - September 2010
Lazard January 2006 - February 2008
Piper Jaffray May 2005 - August 2005
Education
University of Minnesota - Carlson School of Management 2010 — 2012
Master of Business Administration (MBA), Strategic Management and Finance
University of Wisconsin-Madison 2001 — 2005
BA, Finance
Steve Denault's Piper Jaffray Experience 1999 - 2002
Job Institutional Equity Sales
Industry Investment Management
Experience
Northland Securities 2009 - Present
Northland Securities 2004 - 2009
Craig-Hallum Capital Group 2002 - 2004
Piper Jaffray 1999 - 2002
The Pillsbury Company 1996 - 1999
The Valspar Corporation 1994 - 1996
Skills
Valuation, Equities, Equity Research, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, Series 7, Securities
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Minnesota - Carlson School of Management 1988 — 1992
BSB, Finance
Northland Securities 2009 - Present
Northland Securities 2004 - 2009
Craig-Hallum Capital Group 2002 - 2004
Piper Jaffray 1999 - 2002
The Pillsbury Company 1996 - 1999
The Valspar Corporation 1994 - 1996
Skills
Valuation, Equities, Equity Research, Investments, Financial Modeling, Hedge Funds, Financial Analysis, Portfolio Management, Capital Markets, Series 7, Securities
Education
University of Minnesota - Carlson School of Management 1995 — 1999
MBA, Finance
University of Minnesota - Carlson School of Management 1988 — 1992
BSB, Finance
Holly Dammer's Piper Jaffray Experience September 2006 - October 2009
Job Client HR Manager at Cargill
Industry Financial Services
Experience
Cargill June 2014 - Present
Cargill December 2013 - May 2014
Cargill March 2013 - November 2013
Cargill October 2009 - February 2013
Piper Jaffray September 2006 - October 2009
CitiFinancial Auto May 2003 - September 2006
CitiFinancial Auto September 2001 - May 2003
target.direct May 2001 - September 2001
Skills
Employee Relations, Change Management, Human Resources, Process Improvement, Talent Management, Deferred Compensation, Recruiting, Performance Management, Leadership, Personnel Management
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MA, HRIR
University of Minnesota - Carlson School of Management 1997 — 2001
Bacheler of Science in Business, Major: HRIR, Minor: Speech Communications
Cargill June 2014 - Present
Cargill December 2013 - May 2014
Cargill March 2013 - November 2013
Cargill October 2009 - February 2013
Piper Jaffray September 2006 - October 2009
CitiFinancial Auto May 2003 - September 2006
CitiFinancial Auto September 2001 - May 2003
target.direct May 2001 - September 2001
Skills
Employee Relations, Change Management, Human Resources, Process Improvement, Talent Management, Deferred Compensation, Recruiting, Performance Management, Leadership, Personnel Management
Education
University of Minnesota - Carlson School of Management 2005 — 2008
MA, HRIR
University of Minnesota - Carlson School of Management 1997 — 2001
Bacheler of Science in Business, Major: HRIR, Minor: Speech Communications
Emily Soltvedt's Piper Jaffray Experience July 2007 - September 2007
Job Client Relationship Manager, Riverbridge Partners
Industry Investment Management
Experience
Riverbridge Partners February 2009 - Present
Padilla Speer Beardsley October 2007 - January 2009
Piper Jaffray July 2007 - September 2007
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science (BS), Marketing and Finance
Riverbridge Partners February 2009 - Present
Padilla Speer Beardsley October 2007 - January 2009
Piper Jaffray July 2007 - September 2007
Education
University of Minnesota - Carlson School of Management 2003 — 2007
Bachelor of Science (BS), Marketing and Finance
Jim Sand's Piper Jaffray Experience July 1999 - December 2003
Job Principal of Envoi, LLC
Industry Financial Services
Experience
Envoi, LLC July 2006 - Present
Piper Jaffray July 1999 - December 2003
Ford Motor Company August 1992 - July 1999
Education
University of Minnesota - Carlson School of Management 1991 — 1992
MBA
University of Minnesota-Twin Cities 1986 — 1989
BSB, Finance
Envoi, LLC July 2006 - Present
Piper Jaffray July 1999 - December 2003
Ford Motor Company August 1992 - July 1999
Education
University of Minnesota - Carlson School of Management 1991 — 1992
MBA
University of Minnesota-Twin Cities 1986 — 1989
BSB, Finance
Rob Hanson's Piper Jaffray Experience June 2004 - November 2012
Job Information Security and IT Risk Executive
Industry Financial Services
Experience
Travelers March 2013 - Present
Safe Harbor Systems Corporation 2009 - December 2012
Piper Jaffray June 2004 - November 2012
St. Paul Companies September 2001 - June 2004
Guardent June 2000 - September 2001
Green Tree Financial May 1996 - June 2000
Skills
Security, Strategic Planning, CISSP, PCI DSS, Risk Management, Information Security, Vendor Management, Leadership, Disaster Recovery, Risk Assessment, Governance, CRISC, Business Continuity, Information Security..., IT Strategy, Physical Security, Enterprise Architecture, Privacy Law, Information Technology, CISA, Network Security, Enterprise Risk..., Vulnerability Management, Cloud Computing, Computer Security, IT Management, Data Center, Penetration Testing, ISO 27001, Integration, ITIL, IT Audit
Education
University of Northwestern - St. Paul 2007 — 2009
MA, Master of Organizational Leadership
University of Minnesota-Duluth 1992 — 1996
BBA, Information Management
Travelers March 2013 - Present
Safe Harbor Systems Corporation 2009 - December 2012
Piper Jaffray June 2004 - November 2012
St. Paul Companies September 2001 - June 2004
Guardent June 2000 - September 2001
Green Tree Financial May 1996 - June 2000
Skills
Security, Strategic Planning, CISSP, PCI DSS, Risk Management, Information Security, Vendor Management, Leadership, Disaster Recovery, Risk Assessment, Governance, CRISC, Business Continuity, Information Security..., IT Strategy, Physical Security, Enterprise Architecture, Privacy Law, Information Technology, CISA, Network Security, Enterprise Risk..., Vulnerability Management, Cloud Computing, Computer Security, IT Management, Data Center, Penetration Testing, ISO 27001, Integration, ITIL, IT Audit
Education
University of Northwestern - St. Paul 2007 — 2009
MA, Master of Organizational Leadership
University of Minnesota-Duluth 1992 — 1996
BBA, Information Management
Darren Reisig's Piper Jaffray Experience June 1995 - June 1998
Job Finance at Thomson Reuters
Industry Airlines/Aviation
Experience
Thomson Reuters February 2010 - Present
Northwest Airlines April 2006 - September 2009
Northwest Airlines November 2002 - April 2006
Northwest Airlines July 1999 - November 2002
Piper Jaffray June 1995 - June 1998
Skills
Planning, Financial Management, Strategic Financial..., Forecasting, Process Improvement, Budgeting, Financial Analysis, Variance Analysis, Essbase, Business Analysis, Business Planning, SAP, Excel, Financial Modeling, Capital Budgeting, Finance, Analysis, Managerial Finance, Project Planning, Budgets, Financial Reporting, Microsoft Excel
Education
University of Minnesota-Carlson School of Mgmt 1998 — 1999
MBA, Finance, Management Information Science
University of Minnesota-Twin Cities 1993 — 1995
BS, Finance
University of Minnesota-Morris 1991 — 1993
Sibley High School 1987 — 1991
Thomson Reuters February 2010 - Present
Northwest Airlines April 2006 - September 2009
Northwest Airlines November 2002 - April 2006
Northwest Airlines July 1999 - November 2002
Piper Jaffray June 1995 - June 1998
Skills
Planning, Financial Management, Strategic Financial..., Forecasting, Process Improvement, Budgeting, Financial Analysis, Variance Analysis, Essbase, Business Analysis, Business Planning, SAP, Excel, Financial Modeling, Capital Budgeting, Finance, Analysis, Managerial Finance, Project Planning, Budgets, Financial Reporting, Microsoft Excel
Education
University of Minnesota-Carlson School of Mgmt 1998 — 1999
MBA, Finance, Management Information Science
University of Minnesota-Twin Cities 1993 — 1995
BS, Finance
University of Minnesota-Morris 1991 — 1993
Sibley High School 1987 — 1991
Ed Caillier's Piper Jaffray Experience 1986 - 1999
Job VP, Benefits Design at U.S. Bancorp
Industry Financial Services
Experience
U.S. Bank 1999 - Present
Piper Jaffray 1986 - 1999
CHS Inc. 1976 - 1985
Skills
Healthcare, Employee Benefits, Leadership, Strategic Planning, Human Resources, Leadership Development, Employee Relations, Process Improvement, HRIS, Organizational..., Onboarding, Management, Strategy
Education
University of Saint Thomas - School of Business 1983 — 1986
MBA
University of Minnesota-Morris 1971 — 1975
BA, Psychology
U.S. Bank 1999 - Present
Piper Jaffray 1986 - 1999
CHS Inc. 1976 - 1985
Skills
Healthcare, Employee Benefits, Leadership, Strategic Planning, Human Resources, Leadership Development, Employee Relations, Process Improvement, HRIS, Organizational..., Onboarding, Management, Strategy
Education
University of Saint Thomas - School of Business 1983 — 1986
MBA
University of Minnesota-Morris 1971 — 1975
BA, Psychology
Daniel Kingsley's Piper Jaffray Experience March 2001 - April 2005
Job Internal Audit at YMCA of the Greater Twin Cities
Industry Accounting
Experience
YMCA of the Greater Twin Cities August 2013 - Present
Caesars Entertainment Corporation January 2012 - August 2013
Caesars Entertainment Corporation January 2012 - August 2013
Mayo Clinic March 2005 - January 2012
Piper Jaffray March 2001 - April 2005
Skills
Auditing, Internal Audit, Internal Controls, Process Improvement, Financial Risk, Forecasting, Compliance, Accounting, Insurance, Risk Management, Financial Analysis, Risk Assessment, Financial Reporting, Business Analysis, Enterprise Risk..., Financial Accounting, IT Audit, Fraud
Education
University of Minnesota Duluth 1993 — 1998
Accounting, Accounting
John Marshall High School, Rochester MN 1991 — 1993
Diploma, General Studies
YMCA of the Greater Twin Cities August 2013 - Present
Caesars Entertainment Corporation January 2012 - August 2013
Caesars Entertainment Corporation January 2012 - August 2013
Mayo Clinic March 2005 - January 2012
Piper Jaffray March 2001 - April 2005
Skills
Auditing, Internal Audit, Internal Controls, Process Improvement, Financial Risk, Forecasting, Compliance, Accounting, Insurance, Risk Management, Financial Analysis, Risk Assessment, Financial Reporting, Business Analysis, Enterprise Risk..., Financial Accounting, IT Audit, Fraud
Education
University of Minnesota Duluth 1993 — 1998
Accounting, Accounting
John Marshall High School, Rochester MN 1991 — 1993
Diploma, General Studies
Brett Arenz's Piper Jaffray Experience 2011 - 2011
Job Deputy Director, Department of Education
Industry Law Practice
Experience
State of South Dakota 2013 - Present
Corporate Institute at the University of Minnesota Law School 2012 - 2013
Piper Jaffray 2011 - 2011
Acist Medical Systems 2008 - 2009
Briggs & Stratton 2007 - 2007
US Senate 2007 - 2007
University of Minnesota 2007 - 2007
Skills
Legal Writing, Corporate Law, Intellectual Property, Legal Research, Litigation, Appeals, Microsoft Excel, Employment Law, Constitutional Law, Education Law, Contract Law, Securities Regulation, Advocacy, Negotiation, Technical Writing, Business Development, Small Business, Non-profits, Medical Devices, Corporate Integration, Product Development, Inventory Management, Manufacturing..., Nonprofits, Westlaw, Criminal Law
Education
University of Minnesota Law School 2009 — 2012
Doctor of Law (J.D.), Busines Law Concentration, cum laude
University of Minnesota-Twin Cities 2005 — 2008
Bachelor of Arts (B.A.), Political Science, History, Spanish, summa cum laude
Kiel High School 2001 — 2005
High School Diploma, valedictorian
State of South Dakota 2013 - Present
Corporate Institute at the University of Minnesota Law School 2012 - 2013
Piper Jaffray 2011 - 2011
Acist Medical Systems 2008 - 2009
Briggs & Stratton 2007 - 2007
US Senate 2007 - 2007
University of Minnesota 2007 - 2007
Skills
Legal Writing, Corporate Law, Intellectual Property, Legal Research, Litigation, Appeals, Microsoft Excel, Employment Law, Constitutional Law, Education Law, Contract Law, Securities Regulation, Advocacy, Negotiation, Technical Writing, Business Development, Small Business, Non-profits, Medical Devices, Corporate Integration, Product Development, Inventory Management, Manufacturing..., Nonprofits, Westlaw, Criminal Law
Education
University of Minnesota Law School 2009 — 2012
Doctor of Law (J.D.), Busines Law Concentration, cum laude
University of Minnesota-Twin Cities 2005 — 2008
Bachelor of Arts (B.A.), Political Science, History, Spanish, summa cum laude
Kiel High School 2001 — 2005
High School Diploma, valedictorian
Lucas Baker, CFA's Piper Jaffray Experience April 2003 - September 2008
Job Senior Credit Analyst at Wells Fargo
Industry Investment Management
Experience
Wells Fargo Bank 2010 - Present
Piper Jaffray April 2003 - September 2008
Skills
Fixed Income, Bonds, Capital Markets, Bloomberg, Credit Analysis, Portfolio Management, Investments, Financial Modeling, Valuation, Securities, Trading, Asset Managment, Financial Analysis, Asset Management, Bloomberg Terminal, Credit, Financial Services, High Yield, Project Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1998
BSB, Finance
Wells Fargo Bank 2010 - Present
Piper Jaffray April 2003 - September 2008
Skills
Fixed Income, Bonds, Capital Markets, Bloomberg, Credit Analysis, Portfolio Management, Investments, Financial Modeling, Valuation, Securities, Trading, Asset Managment, Financial Analysis, Asset Management, Bloomberg Terminal, Credit, Financial Services, High Yield, Project Finance
Education
University of Minnesota - Carlson School of Management 1996 — 1998
BSB, Finance
Danica Chilson's Piper Jaffray Experience 1996 - 1998
Job National Account Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments September 2012 - Present
Nuveen Investments January 2011 - October 2012
U.S. Bank / FAF Advisors 2007 - March 2011
U.S. Bank / FAF Advisors June 2005 - May 2008
State Farm Insurance January 2004 - June 2005
State Farm Insurance January 2001 - January 2004
U.S. Bank / FAF Advisors May 2000 - January 2001
U.S. Bank / FAF Advisors July 1998 - May 2000
Piper Jaffray 1996 - 1998
Skills
Mutual Funds, Wealth Management, Financial Services, Marketing Strategy, Leadership, Strategy, Marketing, Series 63, Series 7, Investments, Asset Allocation, Securities, Relationship Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, Separately Managed..., Finance, Asset Managment, Retirement Planning, Insurance, 529 Plans, Mutual Fund Operations, Project Management, College Savings Plans, Long Term Care Insurance
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Bachelors, Finance, General Management
Nuveen Investments September 2012 - Present
Nuveen Investments January 2011 - October 2012
U.S. Bank / FAF Advisors 2007 - March 2011
U.S. Bank / FAF Advisors June 2005 - May 2008
State Farm Insurance January 2004 - June 2005
State Farm Insurance January 2001 - January 2004
U.S. Bank / FAF Advisors May 2000 - January 2001
U.S. Bank / FAF Advisors July 1998 - May 2000
Piper Jaffray 1996 - 1998
Skills
Mutual Funds, Wealth Management, Financial Services, Marketing Strategy, Leadership, Strategy, Marketing, Series 63, Series 7, Investments, Asset Allocation, Securities, Relationship Management, Series 6, Portfolio Management, Alternative Investments, Asset Management, Separately Managed..., Finance, Asset Managment, Retirement Planning, Insurance, 529 Plans, Mutual Fund Operations, Project Management, College Savings Plans, Long Term Care Insurance
Education
University of Minnesota - Carlson School of Management 1993 — 1995
Bachelors, Finance, General Management
adam stromgren's Piper Jaffray Experience October 2013 - Present
Job QA/Release Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2013 - Present
RBC Capital Markets January 2013 - October 2013
RBC Capital Markets July 2010 - January 2013
RBC Capital Markets May 2007 - July 2010
RBC Capital Markets December 2004 - May 2007
Skills
Bloomberg, Equities, Fixed Income, Securities, Middle Office, Capital Markets, Investment Banking, Trading Systems, Bonds, Settlement, Back Office, Business Analysis, Options, Trading, Series 7, Mutual Funds, Electronic Trading, Testing, Customer Service
Education
University of Minnesota Duluth 2000 — 2004
BBA, Mangament Information Systems
Spring lake park hs 1996 — 2000
Diploma, General studies
Piper Jaffray October 2013 - Present
RBC Capital Markets January 2013 - October 2013
RBC Capital Markets July 2010 - January 2013
RBC Capital Markets May 2007 - July 2010
RBC Capital Markets December 2004 - May 2007
Skills
Bloomberg, Equities, Fixed Income, Securities, Middle Office, Capital Markets, Investment Banking, Trading Systems, Bonds, Settlement, Back Office, Business Analysis, Options, Trading, Series 7, Mutual Funds, Electronic Trading, Testing, Customer Service
Education
University of Minnesota Duluth 2000 — 2004
BBA, Mangament Information Systems
Spring lake park hs 1996 — 2000
Diploma, General studies
Chad LaTour's Piper Jaffray Experience 1995 - 1999
Job Regional Manager at Lord, Abbett & Co. L.L.C.
Industry Financial Services
Experience
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Lord, Abbett & Co. LLC August 2012 - Present
Lincoln Financial Distributors February 2010 - August 2012
SunAmerica April 2009 - February 2010
SunAmerica December 2000 - March 2009
Scudder Investments April 1999 - December 2000
Piper Jaffray 1995 - 1999
Skills
Mutual Funds, Fixed Annuities, Sales, Marketing, Series 7, Series 63, Retirement Planning, Securities, Investments, Asset Allocation, Asset Managment, Wealth Management, Retirement
Education
University of Minnesota Duluth 1990 — 1995
BBA, Marketing
University of Minnesota Duluth 1990 — 1995
BA, Economics
Nicolas Horns's Piper Jaffray Experience February 2015 - Present
Job FullTime MBA Candidate Carlson School of Management | Equity Research Intern at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray February 2015 - Present
Disciplined Growth Investors October 2014 - February 2015
Provenire Capital December 2013 - October 2014
Driehaus Capital Management June 2011 - July 2013
Somerset Asset Management December 2008 - June 2011
Deephaven Capital Management June 2007 - September 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of Saint Thomas - School of Business
Bachelor of Arts, Financial Management
Edina HIgh School
Piper Jaffray February 2015 - Present
Disciplined Growth Investors October 2014 - February 2015
Provenire Capital December 2013 - October 2014
Driehaus Capital Management June 2011 - July 2013
Somerset Asset Management December 2008 - June 2011
Deephaven Capital Management June 2007 - September 2008
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
University of Saint Thomas - School of Business
Bachelor of Arts, Financial Management
Edina HIgh School
Karthik Ramarathnam's Piper Jaffray Experience May 2005 - July 2005
Job Consultant
Industry Information Technology and Services
Experience
Hexaware Technologies February 2015 - Present
LatentView September 2013 - August 2014
IBM December 2009 - July 2013
General Motors Acceptance Corporation – Residential Capital Corporation (GMAC-Rescap) June 2007 - November 2009
General Motors Acceptance Corporation – Residential Capital Corporation (GMAC-Rescap) May 2006 - May 2007
Piper Jaffray May 2005 - July 2005
ADP August 2000 - July 2004
Skills
Business Strategy, New Business Development, Financial Analysis, Business Analysis, Financial Modeling, Management Consulting, People Management, IT Strategy, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Strategy & Finance, 3.6/4.0
VJTI 1996 — 2000
Bachelor of Engineering (B.E.), Electrical Engineering, Graduated with Honors
SIES 1994 — 1996
Higher Secondary Education
Hexaware Technologies February 2015 - Present
LatentView September 2013 - August 2014
IBM December 2009 - July 2013
General Motors Acceptance Corporation – Residential Capital Corporation (GMAC-Rescap) June 2007 - November 2009
General Motors Acceptance Corporation – Residential Capital Corporation (GMAC-Rescap) May 2006 - May 2007
Piper Jaffray May 2005 - July 2005
ADP August 2000 - July 2004
Skills
Business Strategy, New Business Development, Financial Analysis, Business Analysis, Financial Modeling, Management Consulting, People Management, IT Strategy, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Strategy & Finance, 3.6/4.0
VJTI 1996 — 2000
Bachelor of Engineering (B.E.), Electrical Engineering, Graduated with Honors
SIES 1994 — 1996
Higher Secondary Education
Eric Soderberg's Piper Jaffray Experience 1996 - 2004
Job VP at Northland Securities
Industry Financial Services
Experience
Northland Securities January 2007 - Present
Piper Jaffray 1996 - 2004
Education
University of Minnesota Duluth 1991 — 1995
B.S., Finance and Economics
Northland Securities January 2007 - Present
Piper Jaffray 1996 - 2004
Education
University of Minnesota Duluth 1991 — 1995
B.S., Finance and Economics
Yunxin (Victor) Ni's Piper Jaffray Experience May 2010 - June 2014
Job Senior Market Research Specialist at Cummins Inc.
Industry Financial Services
Experience
Cummins Inc. July 2014 - Present
Piper Jaffray May 2010 - June 2014
Carlson School of Management March 2010 - May 2011
Foreign Affairs Office of Shenzhen Municipal Government July 2003 - July 2008
Skills
Mandarin, Equity Research, Corporate Finance, Valuation, Data Analysis, Financial Analysis, Finance, Research, Financial Modeling, Marketing Strategy, Chinese, Business Strategy, Market Research, Strategy, Cross-functional Team..., Strategic Planning, Project Management, Forecasting, Competitive Analysis, Market Analysis, Analysis, Consulting, Investments
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Business
Sun-Yatsen (Zhong Shan) University 1999 — 2003
Bachelor, Economics
Cummins Inc. July 2014 - Present
Piper Jaffray May 2010 - June 2014
Carlson School of Management March 2010 - May 2011
Foreign Affairs Office of Shenzhen Municipal Government July 2003 - July 2008
Skills
Mandarin, Equity Research, Corporate Finance, Valuation, Data Analysis, Financial Analysis, Finance, Research, Financial Modeling, Marketing Strategy, Chinese, Business Strategy, Market Research, Strategy, Cross-functional Team..., Strategic Planning, Project Management, Forecasting, Competitive Analysis, Market Analysis, Analysis, Consulting, Investments
Education
University of Minnesota - Carlson School of Management 2009 — 2011
MBA, Business
Sun-Yatsen (Zhong Shan) University 1999 — 2003
Bachelor, Economics
Randy LaCombe, CFA's Piper Jaffray Experience 1995 - 2005
Job Senior Vice President Trading / Sales at Raymond James Financial, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2011 - Present
RBC Capital Markets 2005 - 2011
Piper Jaffray 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
University of St. Thomas 1987 — 1990
BA, Finance
Raymond James Financial, Inc. April 2011 - Present
RBC Capital Markets 2005 - 2011
Piper Jaffray 1995 - 2005
Education
University of Minnesota - Carlson School of Management 1995 — 1997
MBA, Finance
University of St. Thomas 1987 — 1990
BA, Finance
Liz (Welsh) Schmillen's Piper Jaffray Experience 1987 - 2001
Job Director, Human Resources at Bay West, Inc.
Industry Environmental Services
Experience
Bay West LLC January 2009 - Present
Carmichael Lynch Spong 1998 - 2007
Carmichael Lynch 1998 - 2007
Piper Jaffray 1987 - 2001
RBC Dain Rauscher 1995 - 1997
Skills
Onboarding, Benefits Administration, Applicant Tracking..., Employee Relations, Employee Engagement, Recruiting, Employee Benefits, Succession Planning, Personnel Management, Team Building, New Hire Orientations, Temporary Placement, Human Resources
Education
University of Minnesota Duluth 1983 — 1987
BA, Journalism, Communications
Bay West LLC January 2009 - Present
Carmichael Lynch Spong 1998 - 2007
Carmichael Lynch 1998 - 2007
Piper Jaffray 1987 - 2001
RBC Dain Rauscher 1995 - 1997
Skills
Onboarding, Benefits Administration, Applicant Tracking..., Employee Relations, Employee Engagement, Recruiting, Employee Benefits, Succession Planning, Personnel Management, Team Building, New Hire Orientations, Temporary Placement, Human Resources
Education
University of Minnesota Duluth 1983 — 1987
BA, Journalism, Communications
Tracy Lam, MBA's Piper Jaffray Experience 2005 - 2006
Job ► Business Systems Analyst
Industry Banking
Experience
TCF Bank April 2010 - Present
International Decision Systems 2006 - 2009
Piper Jaffray 2005 - 2006
TCF Bank 2000 - 2005
TCF Bank 1995 - 2000
Skills
Banking, Business Analysis, Portfolio Management, SDLC, Financial Analysis, Requirements Gathering, Process Improvement, Accounting, Vendor Management, Risk Management
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business
University of St. Thomas - Opus College of Business
Master in Business Administration (MBA)
TCF Bank April 2010 - Present
International Decision Systems 2006 - 2009
Piper Jaffray 2005 - 2006
TCF Bank 2000 - 2005
TCF Bank 1995 - 2000
Skills
Banking, Business Analysis, Portfolio Management, SDLC, Financial Analysis, Requirements Gathering, Process Improvement, Accounting, Vendor Management, Risk Management
Education
University of Minnesota - Carlson School of Management
Bachelor of Science in Business
University of St. Thomas - Opus College of Business
Master in Business Administration (MBA)
Kent Huso's Piper Jaffray Experience September 1991 - April 2015
Job Payroll/Tax Manager at Piper Jaffray Companies
Industry Financial Services
Experience
Piper Jaffray September 1991 - April 2015
FMC Naval Systems September 1973 - September 1989
Skills
Payroll, Management, HRIS
Education
University of Minnesota - Carlson School of Management 1972 — 1991
BA, Business Management
Piper Jaffray September 1991 - April 2015
FMC Naval Systems September 1973 - September 1989
Skills
Payroll, Management, HRIS
Education
University of Minnesota - Carlson School of Management 1972 — 1991
BA, Business Management
Carrie Swanson's Piper Jaffray Experience 1998 - 2003
Job Realtor at Roger Fazendin Realtors
Industry Real Estate
Experience
Roger Fazendin Realtors January 2008 - Present
Minnetonka Realty September 2006 - December 2007
Piper Jaffray 1998 - 2003
Education
University of St. Thomas 1990 — 1993
Bachelor's degree, Crimial Justice
University of Minnesota-Twin Cities 1988 — 1989
general
South High 1984 — 1988
High School diploma
Roger Fazendin Realtors January 2008 - Present
Minnetonka Realty September 2006 - December 2007
Piper Jaffray 1998 - 2003
Education
University of St. Thomas 1990 — 1993
Bachelor's degree, Crimial Justice
University of Minnesota-Twin Cities 1988 — 1989
general
South High 1984 — 1988
High School diploma
Greg Nash's Piper Jaffray Experience January 2001 - January 2006
Job Senior Buyer at Minneapolis Public Schools
Industry Education Management
Experience
Minneapolis Public Schools January 2012 - Present
Lawson Software January 2008 - January 2012
Ameriprise Financial Services, Inc. January 2006 - January 2008
Piper Jaffray January 2001 - January 2006
Deluxe Corporation January 1985 - January 2001
Skills
Contract Negotiating, Strategic Sourcing, Project Management, Procurement, Vendor Management, Cost Saving Initiatives, Supplier Negotiation, Supply Chain, Manufacturing, Contract Negotiation, Purchasing, Business Process..., Process Improvement, Forecasting, Cross-functional Team..., Management, Customer Service
Education
University of Minnesota-Duluth
BA
Minneapolis Public Schools January 2012 - Present
Lawson Software January 2008 - January 2012
Ameriprise Financial Services, Inc. January 2006 - January 2008
Piper Jaffray January 2001 - January 2006
Deluxe Corporation January 1985 - January 2001
Skills
Contract Negotiating, Strategic Sourcing, Project Management, Procurement, Vendor Management, Cost Saving Initiatives, Supplier Negotiation, Supply Chain, Manufacturing, Contract Negotiation, Purchasing, Business Process..., Process Improvement, Forecasting, Cross-functional Team..., Management, Customer Service
Education
University of Minnesota-Duluth
BA
Conrad Leifur's Piper Jaffray Experience 1997 - 2002
Job Restaurant Owner and Operator
Industry Hospitality
Experience
Lola Hospitality Group March 2010 - Present
Black River Asset Management September 2005 - May 2008
Piper Jaffray 1997 - 2002
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Yale University 1983 — 1987
BA, Math and Economics
Lola Hospitality Group March 2010 - Present
Black River Asset Management September 2005 - May 2008
Piper Jaffray 1997 - 2002
Education
University of Minnesota - Carlson School of Management 1990 — 1992
MBA, Finance
Yale University 1983 — 1987
BA, Math and Economics
Dave Therkelsen's Piper Jaffray Experience August 2014 - Present
Job Managing Director, Hopwood Lane Principal Investing at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2014 - Present
Waterstone Capital Management July 2011 - June 2014
Great Lakes Healthcare Partners July 2010 - January 2011
Thrivent Financial for Lutherans April 2009 - May 2010
Black River Asset Management September 2005 - April 2009
RedSky Partners January 2002 - August 2005
RBC Capital Markets September 1996 - December 2001
Skills
Hedge Funds, Asset Management, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Alternative Investments, Securities, Bloomberg, Equity Valuation, Investment Strategies, Equity Research
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota - Carlson School of Management
BS, Finance
Piper Jaffray August 2014 - Present
Waterstone Capital Management July 2011 - June 2014
Great Lakes Healthcare Partners July 2010 - January 2011
Thrivent Financial for Lutherans April 2009 - May 2010
Black River Asset Management September 2005 - April 2009
RedSky Partners January 2002 - August 2005
RBC Capital Markets September 1996 - December 2001
Skills
Hedge Funds, Asset Management, Equities, Investments, Portfolio Management, Financial Modeling, Valuation, Financial Analysis, Fixed Income, Alternative Investments, Securities, Bloomberg, Equity Valuation, Investment Strategies, Equity Research
Education
University of Minnesota - Carlson School of Management
MBA, Finance
University of Minnesota - Carlson School of Management
BS, Finance
Steve Schroll's Piper Jaffray Experience April 1988 - November 1998
Job at RiverSource Investments
Industry Investment Management
Experience
RiverSource Investments December 1998 - Present
Piper Jaffray April 1988 - November 1998
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA, Finance
RiverSource Investments December 1998 - Present
Piper Jaffray April 1988 - November 1998
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA, Finance
Robert Weiler, CFA's Piper Jaffray Experience June 2006 - June 2010
Job Investment Officer at Minnesota State Board of Investment
Industry Financial Services
Experience
Minnesota State Board of Investments December 2014 - Present
Jeffrey Slocum & Associates June 2010 - December 2014
Piper Jaffray June 2006 - June 2010
Ameriprise Financial Services, Inc. December 2005 - June 2006
Ameriprise Financial Services, Inc. June 2004 - December 2005
Skills
Hedge Funds, Investments, Portfolio Management, Valuation, Mutual Funds, Investment Management, Bloomberg, Equities, Asset Managment, Financial Analysis, Asset Management, Equity Research, Strategic Financial..., Analysis, Due Diligence, Insurance, Asset Allocation, Alternative Investments
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
University of Wisconsin-Madison 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Minnesota State Board of Investments December 2014 - Present
Jeffrey Slocum & Associates June 2010 - December 2014
Piper Jaffray June 2006 - June 2010
Ameriprise Financial Services, Inc. December 2005 - June 2006
Ameriprise Financial Services, Inc. June 2004 - December 2005
Skills
Hedge Funds, Investments, Portfolio Management, Valuation, Mutual Funds, Investment Management, Bloomberg, Equities, Asset Managment, Financial Analysis, Asset Management, Equity Research, Strategic Financial..., Analysis, Due Diligence, Insurance, Asset Allocation, Alternative Investments
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
University of Wisconsin-Madison 1994 — 1998
Bachelor of Business Administration (BBA), Finance, General
Jason Beal's Piper Jaffray Experience May 2005 - September 2006
Job Supervisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2006 - Present
Piper Jaffray May 2005 - September 2006
Education
University of Minnesota Duluth 2001 — 2005
B.S, Psychology
RBC Wealth Management September 2006 - Present
Piper Jaffray May 2005 - September 2006
Education
University of Minnesota Duluth 2001 — 2005
B.S, Psychology
Terry Moen's Piper Jaffray Experience May 1991 - June 1998
Job Director Product Compliance at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 1998 - Present
Piper Jaffray May 1991 - June 1998
Skills
Structured Products, Options, Commodities, Alternative Investments, ETFs, Closed-end Funds, Cash Management, Fixed Income, Securities Lending, Capital Markets
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration and Management, General
RBC Capital Markets June 1998 - Present
Piper Jaffray May 1991 - June 1998
Skills
Structured Products, Options, Commodities, Alternative Investments, ETFs, Closed-end Funds, Cash Management, Fixed Income, Securities Lending, Capital Markets
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Business Administration and Management, General
Jason Bebler's Piper Jaffray Experience October 1995 - October 2001
Job Assistant Vice President Equity & Options Trader at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
Tyler Nowicki's Piper Jaffray Experience May 2013 - September 2013
Job Investment Analyst
Industry Financial Services
Experience
Parametric Portfolio Assoc June 2014 - Present
Urshan Retirement Group, Inc. July 2012 - May 2014
Piper Jaffray May 2013 - September 2013
Prestwick Golf Course May 2010 - July 2012
Skills
Financial Analysis, Microsoft Excel, Equity Research, Investments
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor's degree, Finance
Woodbury Senior High School 2007 — 2010
High School Diploma
Parametric Portfolio Assoc June 2014 - Present
Urshan Retirement Group, Inc. July 2012 - May 2014
Piper Jaffray May 2013 - September 2013
Prestwick Golf Course May 2010 - July 2012
Skills
Financial Analysis, Microsoft Excel, Equity Research, Investments
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor's degree, Finance
Woodbury Senior High School 2007 — 2010
High School Diploma
Ted Pavlovich's Piper Jaffray Experience July 1983 - September 1994
Job Manager & Financial Services Professional
Industry Financial Services
Experience
Bluewater Capital Advisors November 2011 - August 2015
Raymond James Financial, Inc. July 2005 - February 2011
UBS Wealth Management September 1994 - July 2005
Piper Jaffray July 1983 - September 1994
Skills
Wealth Management, Portfolio Management, Finance, Financial Planning, Financial Services, Asset Management, Sales and Marketing, Leadership/Communication
Education
UM Duluth Minnesota 1976 — 1981
Business Administration
University of Minnesota Duluth
Business Administration and Management, General
Bluewater Capital Advisors November 2011 - August 2015
Raymond James Financial, Inc. July 2005 - February 2011
UBS Wealth Management September 1994 - July 2005
Piper Jaffray July 1983 - September 1994
Skills
Wealth Management, Portfolio Management, Finance, Financial Planning, Financial Services, Asset Management, Sales and Marketing, Leadership/Communication
Education
UM Duluth Minnesota 1976 — 1981
Business Administration
University of Minnesota Duluth
Business Administration and Management, General
Allan Apter's Piper Jaffray Experience January 1964 - July 1984
Job "Customers' man" (licensed stock broker) at Jamieson & Co,
Industry Investment Management
Experience
Jamieson & Co, 1951 - Present
Piper Jaffray January 1964 - July 1984
Skills
Investments, Asset Managment, Microsoft Excel, Financial Analysis, Asset Management, Equities, Management, Microsoft Office, Portfolio Management
Education
University of Minnesota-Duluth 1947 — 1951
BBA
Jamieson & Co, 1951 - Present
Piper Jaffray January 1964 - July 1984
Skills
Investments, Asset Managment, Microsoft Excel, Financial Analysis, Asset Management, Equities, Management, Microsoft Office, Portfolio Management
Education
University of Minnesota-Duluth 1947 — 1951
BBA
Adam Zavadsky's Piper Jaffray Experience June 1996 - September 2006
Job
Industry Oil & Energy
Experience
Ecova June 2007 - Present
Piper Jaffray June 1996 - September 2006
Skills
Data Analysis, Trading, Strategic Planning, Analysis, Contract Negotiation, Project Management, Contract Management, Leadership, Management, Customer Service
Education
University of Minnesota - Carlson School of Management 1991 — 1995
Bachelor of Science Degree in Business, Finance and Marketing
Ecova June 2007 - Present
Piper Jaffray June 1996 - September 2006
Skills
Data Analysis, Trading, Strategic Planning, Analysis, Contract Negotiation, Project Management, Contract Management, Leadership, Management, Customer Service
Education
University of Minnesota - Carlson School of Management 1991 — 1995
Bachelor of Science Degree in Business, Finance and Marketing
Cole Ryba's Piper Jaffray Experience May 2003 - June 2008
Job Managing Director at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Financial Corp. June 2008 - Present
Piper Jaffray May 2003 - June 2008
Education
University of Minnesota - Carlson School of Management 2001 — 2004
Bachelor of Science (B.S.), Finance
Stifel Financial Corp. June 2008 - Present
Piper Jaffray May 2003 - June 2008
Education
University of Minnesota - Carlson School of Management 2001 — 2004
Bachelor of Science (B.S.), Finance
Greg Polta's Piper Jaffray Experience October 1999 - October 2001
Job Performance Assessment, Mathematics Content Specialist at Questar Assessment, Inc.
Industry Education Management
Experience
Questar Assessment, Inc. June 2011 - Present
Questar Assessment, Inc. March 2003 - June 2011
Piper Jaffray October 1999 - October 2001
Skills
Educational Assessment, Network Administration, Microsoft Office, K-12, Educational Technology, Teaching, Staff Development, Curriculum Development, Statistics, Public Speaking, Curriculum Design, Leadership, Training, Instructional Design
Education
University of Minnesota-Duluth
Questar Assessment, Inc. June 2011 - Present
Questar Assessment, Inc. March 2003 - June 2011
Piper Jaffray October 1999 - October 2001
Skills
Educational Assessment, Network Administration, Microsoft Office, K-12, Educational Technology, Teaching, Staff Development, Curriculum Development, Statistics, Public Speaking, Curriculum Design, Leadership, Training, Instructional Design
Education
University of Minnesota-Duluth
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS