Piper Jaffray
Industry: Investment banking company
DescriptionPiper Jaffray Companies is American multinational independent investment bank and financial services company focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Headquarters: Minneapolis, Minnesota, United States CEO: Andrew S Duff (31 Dec 2003–) Revenue: 874.9 million USD (2017) Subsidiaries: Piper Jaffray Ltd,
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Piper Jaffray Employees
Employee
Years
Job
Industry
Thomas Gebhart Thomas Gebhart's Piper Jaffray Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Piper Jaffray
Industry Financial Services
Experience
Carlson Fixed Income Fund January 2015 - Present
University of Minnesota June 2013 - Present
Piper Jaffray May 2015 - August 2015
Whitebox Advisors December 2013 - December 2014
University of Minnesota May 2009 - September 2012
Skills
C, Matlab, Machine Learning, Data Mining, Microsoft Excel, Microsoft Office, Economics, Java, SQL, Python, Data Analysis, R
Education
University of Minnesota-Twin Cities 2012 — 2016
Econometrics and Quantitative Economics, Computational Mathematics
Carlson Fixed Income Fund January 2015 - Present
University of Minnesota June 2013 - Present
Piper Jaffray May 2015 - August 2015
Whitebox Advisors December 2013 - December 2014
University of Minnesota May 2009 - September 2012
Skills
C, Matlab, Machine Learning, Data Mining, Microsoft Excel, Microsoft Office, Economics, Java, SQL, Python, Data Analysis, R
Education
University of Minnesota-Twin Cities 2012 — 2016
Econometrics and Quantitative Economics, Computational Mathematics
Susan Beatty, MBC, APR Susan Beatty, MBC, APR's Piper Jaffray Experience 2000 - 2007
Job External Communications Manager at U.S. Bank
Industry Public Relations and Communications
Experience
U.S. Bank April 2015 - Present
Bremer Financial Corporation June 2007 - April 2015
Piper Jaffray 2000 - 2007
University of Minnesota Athletic Department 1997 - 2000
Skills
Corporate Communications, Public Relations, Media Relations, Community Relations, Volunteer Management, Social Media, Internal Communications, Crisis Communications, Spokesperson, Leadership, Community Development, Management, Strategy, Marketing Communications, Strategic Communications, Internal & External..., Messaging, Press Releases, Speech Writing, Marketing
Education
University of St. Thomas - Opus College of Business 2001 — 2005
MBC, Business Communication
University of Minnesota-Twin Cities 1994 — 1998
BA, Journalism and Public Relations
River Falls High School 1990 — 1994
U.S. Bank April 2015 - Present
Bremer Financial Corporation June 2007 - April 2015
Piper Jaffray 2000 - 2007
University of Minnesota Athletic Department 1997 - 2000
Skills
Corporate Communications, Public Relations, Media Relations, Community Relations, Volunteer Management, Social Media, Internal Communications, Crisis Communications, Spokesperson, Leadership, Community Development, Management, Strategy, Marketing Communications, Strategic Communications, Internal & External..., Messaging, Press Releases, Speech Writing, Marketing
Education
University of St. Thomas - Opus College of Business 2001 — 2005
MBC, Business Communication
University of Minnesota-Twin Cities 1994 — 1998
BA, Journalism and Public Relations
River Falls High School 1990 — 1994
John Schonberg John Schonberg's Piper Jaffray Experience May 1987 - March 1997
Job Portfolio Manager & Principal at Stonebridge Capital Advisors
Industry Financial Services
Experience
Stonebridge Capital Advisors January 2013 - Present
Columbia Management March 1997 - April 2012
Piper Jaffray May 1987 - March 1997
Skills
Portfolio Management, Financial Analysis, Hedge Funds, Hedging, Equities, Asset Allocation, Asset Management, Equity Research, Investment Strategies
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, Finance, General
Stonebridge Capital Advisors January 2013 - Present
Columbia Management March 1997 - April 2012
Piper Jaffray May 1987 - March 1997
Skills
Portfolio Management, Financial Analysis, Hedge Funds, Hedging, Equities, Asset Allocation, Asset Management, Equity Research, Investment Strategies
Education
University of Nebraska-Lincoln 1983 — 1987
Bachelor's degree, Finance, General
Nick Turgeon's Piper Jaffray Experience September 2013 - July 2015
Job Leveraged Finance at U.S. Bank
Industry Investment Management
Experience
U.S. Bank July 2015 - Present
Piper Jaffray September 2013 - July 2015
Piper Jaffray May 2012 - September 2013
Carlson School of Management Funds Enterprise June 2011 - May 2012
Piper Jaffray May 2011 - May 2012
M & M Mortgage / Mortgage Elite / Edge Mortgage December 2006 - May 2011
Skills
Investments, Equities, Finance, Fixed Income, Bloomberg, Mortgage Lending, Loans, Financial Modeling, Valuation, Investment Banking, Capital Markets, Series 7, Trading, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2009 — 2012
BA, Finance & Economics
Champlin Park High School
U.S. Bank July 2015 - Present
Piper Jaffray September 2013 - July 2015
Piper Jaffray May 2012 - September 2013
Carlson School of Management Funds Enterprise June 2011 - May 2012
Piper Jaffray May 2011 - May 2012
M & M Mortgage / Mortgage Elite / Edge Mortgage December 2006 - May 2011
Skills
Investments, Equities, Finance, Fixed Income, Bloomberg, Mortgage Lending, Loans, Financial Modeling, Valuation, Investment Banking, Capital Markets, Series 7, Trading, Portfolio Management, Financial Analysis, Microsoft Excel
Education
University of Minnesota-Twin Cities 2009 — 2012
BA, Finance & Economics
Champlin Park High School
William R Henning William R Henning's Piper Jaffray Experience July 1987 - January 1993
Job Financial Advisor Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 1993 - Present
Piper Jaffray July 1987 - January 1993
E.F. Hutton January 1983 - July 1987
Skills
Investments, Insurance, Financial Services, Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Retirement, Income, Tax Free Income, Retirement Income, Customer Service, Risk Management
Education
The University of Montana 1976 — 1980
Bachelor of Arts (B.A.), Philosophy / Economics
Wells Fargo Advisors, LLC 1993 - Present
Piper Jaffray July 1987 - January 1993
E.F. Hutton January 1983 - July 1987
Skills
Investments, Insurance, Financial Services, Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Investment Advisory, Retirement, Income, Tax Free Income, Retirement Income, Customer Service, Risk Management
Education
The University of Montana 1976 — 1980
Bachelor of Arts (B.A.), Philosophy / Economics
Andrea Young Andrea Young's Piper Jaffray Experience August 2007 - December 2008
Job Manager, Internal Communications, at Ameriprise Financial
Industry Public Relations and Communications
Experience
Ameriprise Financial Services, Inc. January 2014 - Present
UnitedHealthcare Military & Veterans February 2013 - December 2013
UnitedHealthcare Medicare & Retirement July 2011 - February 2013
Kroll Ontrack January 2010 - April 2011
Thrivent Financial for Lutherans March 2009 - December 2009
Piper Jaffray August 2007 - December 2008
US Bank October 2005 - August 2007
Carlson Marketing Group November 2004 - May 2005
Kohnstamm Communications November 2003 - July 2004
Skills
Media Relations, Corporate Communications, Internal Communications, Press Releases, Public Relations, Social Media, Editing, Web Content, Project Management, Reputation Management, Strategic Communications, Crisis Communications, Trade Shows, Marketing Communications, Social Media Marketing
Education
University of Minnesota-Twin Cities 2000 — 2004
B.A., Strategic Communications - Public Relations
Ameriprise Financial Services, Inc. January 2014 - Present
UnitedHealthcare Military & Veterans February 2013 - December 2013
UnitedHealthcare Medicare & Retirement July 2011 - February 2013
Kroll Ontrack January 2010 - April 2011
Thrivent Financial for Lutherans March 2009 - December 2009
Piper Jaffray August 2007 - December 2008
US Bank October 2005 - August 2007
Carlson Marketing Group November 2004 - May 2005
Kohnstamm Communications November 2003 - July 2004
Skills
Media Relations, Corporate Communications, Internal Communications, Press Releases, Public Relations, Social Media, Editing, Web Content, Project Management, Reputation Management, Strategic Communications, Crisis Communications, Trade Shows, Marketing Communications, Social Media Marketing
Education
University of Minnesota-Twin Cities 2000 — 2004
B.A., Strategic Communications - Public Relations
Jerry Holl Jerry Holl's Piper Jaffray Experience 1997 - 2012
Job Professional Leadership Speaker Entertaining, Educational, Inspiring, Authentic at Jerry Holl, LLC
Industry Professional Training & Coaching
Experience
Jerry Holl, LLC August 2012 - Present
Jerry Holl, LLC August 2012 - Present
Piper Jaffray 1997 - 2012
Moore Data Management Services (now RR Donnelly) 1991 - 1996
IBM 1980 - 1991
Skills
Executive Coaching, Emotional Intelligence, Business Coaching, Selling Skills, Public Speaking, Team Building, Strategic Planning, Management Consulting, Business Strategy, Business Development, Leadership, Management, Sales Management, Team Leadership, Marketing Strategy, Project Management, Negotiation, Entrepreneurship, Account Management, New Business Development, Strategy, Training, Marketing, Mergers, Marketing Communications, Customer Service, Executive Management, Advertising, Sales, Coaching, Salesforce.com, Sales Operations
Education
University of Minnesota-Twin Cities 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Marketing
University of Minnesota-Twin Cities 1972 — 1976
Institute of Technology -- Bachelor of Geological Engineering, BGeoE
Jerry Holl, LLC August 2012 - Present
Jerry Holl, LLC August 2012 - Present
Piper Jaffray 1997 - 2012
Moore Data Management Services (now RR Donnelly) 1991 - 1996
IBM 1980 - 1991
Skills
Executive Coaching, Emotional Intelligence, Business Coaching, Selling Skills, Public Speaking, Team Building, Strategic Planning, Management Consulting, Business Strategy, Business Development, Leadership, Management, Sales Management, Team Leadership, Marketing Strategy, Project Management, Negotiation, Entrepreneurship, Account Management, New Business Development, Strategy, Training, Marketing, Mergers, Marketing Communications, Customer Service, Executive Management, Advertising, Sales, Coaching, Salesforce.com, Sales Operations
Education
University of Minnesota-Twin Cities 1976 — 1978
Master of Business Administration (M.B.A.), Finance and Marketing
University of Minnesota-Twin Cities 1972 — 1976
Institute of Technology -- Bachelor of Geological Engineering, BGeoE
Dan Lindstrom Dan Lindstrom's Piper Jaffray Experience September 1994 - May 2004
Job Sr. VP Financial Advisor at UBS
Industry Financial Services
Experience
UBS October 2010 - Present
Morgan Stanley May 2004 - October 2010
Piper Jaffray September 1994 - May 2004
Skills
Investments
Education
University of Nebraska-Lincoln 1976 — 1980
UBS October 2010 - Present
Morgan Stanley May 2004 - October 2010
Piper Jaffray September 1994 - May 2004
Skills
Investments
Education
University of Nebraska-Lincoln 1976 — 1980
Brooks Lucas Brooks Lucas's Piper Jaffray Experience July 2013 - May 2015
Job
Industry Financial Services
Experience
Regions Securities LLC May 2015 - Present
Piper Jaffray July 2013 - May 2015
Bank of America June 2012 - August 2012
Wells Fargo Bank February 2008 - July 2011
Lockton Companies 2006 - 2008
Jardine Lloyd Thompson 2004 - 2006
Skills
New Business Development, Financial Modeling, Investment Banking, Finance, Private Equity, Bloomberg, Portfolio Management, Investments, Derivatives, Financial Analysis, Risk Management, Capital Markets, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 2011 — 2013
MBA Class of 2013, Finance
University of Virginia 1998 — 2002
Economics
Regions Securities LLC May 2015 - Present
Piper Jaffray July 2013 - May 2015
Bank of America June 2012 - August 2012
Wells Fargo Bank February 2008 - July 2011
Lockton Companies 2006 - 2008
Jardine Lloyd Thompson 2004 - 2006
Skills
New Business Development, Financial Modeling, Investment Banking, Finance, Private Equity, Bloomberg, Portfolio Management, Investments, Derivatives, Financial Analysis, Risk Management, Capital Markets, Valuation, Due Diligence, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 2011 — 2013
MBA Class of 2013, Finance
University of Virginia 1998 — 2002
Economics
Gabe Segal Gabe Segal's Piper Jaffray Experience April 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Banking
Experience
Piper Jaffray April 2015 - Present
PA Consulting Group April 2015 - April 2015
PA Consulting Group April 2014 - March 2015
PA Consulting Group August 2012 - March 2014
UW-Madison Quick Response Manufacturing Center May 2012 - August 2012
Mad-Bus April 2010 - April 2012
Nestle USA June 2011 - September 2011
Sub-Zero Group, Inc. August 2010 - December 2010
The Blessing Basket Project July 2010 - August 2010
Skills
Solidworks, Visio, Microsoft Office, Microsoft Excel, PowerPoint, Power Generation, Power Plants, Energy, Energy Industry, Statistical Modeling, Data Modeling, Statistics, Power Utilities, Financial Modeling, VBA, Renewable Energy, Financial Analysis, Electricity Markets, Analysis, Valuation, QRM, Finance, Research
Education
University of Wisconsin-Madison 2011 — 2012
Master's degree, Industrial Engineering
University of Wisconsin-Madison 2009 — 2011
BS, Industrial Engineering
University of Minnesota-Twin Cities 2007 — 2008
Piper Jaffray April 2015 - Present
PA Consulting Group April 2015 - April 2015
PA Consulting Group April 2014 - March 2015
PA Consulting Group August 2012 - March 2014
UW-Madison Quick Response Manufacturing Center May 2012 - August 2012
Mad-Bus April 2010 - April 2012
Nestle USA June 2011 - September 2011
Sub-Zero Group, Inc. August 2010 - December 2010
The Blessing Basket Project July 2010 - August 2010
Skills
Solidworks, Visio, Microsoft Office, Microsoft Excel, PowerPoint, Power Generation, Power Plants, Energy, Energy Industry, Statistical Modeling, Data Modeling, Statistics, Power Utilities, Financial Modeling, VBA, Renewable Energy, Financial Analysis, Electricity Markets, Analysis, Valuation, QRM, Finance, Research
Education
University of Wisconsin-Madison 2011 — 2012
Master's degree, Industrial Engineering
University of Wisconsin-Madison 2009 — 2011
BS, Industrial Engineering
University of Minnesota-Twin Cities 2007 — 2008
Carmon Brauch Carmon Brauch's Piper Jaffray Experience 2000 - 2004
Job Independent Contractor Promotion Marketing at General Mills
Industry Accounting
Experience
General Mills 2008 - Present
General Mills 2005 - 2008
Dream Maker Concessions 2005 - 2008
Piper Jaffray 2000 - 2004
General Mills 1994 - 1994
General Mills 1992 - 1994
Skills
Management, Analysis, Strategy, Leadership, Business Planning, Marketing, SAP, Pricing, Finance, Budgets
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.) Carlson School of Management, Accounting
General Mills 2008 - Present
General Mills 2005 - 2008
Dream Maker Concessions 2005 - 2008
Piper Jaffray 2000 - 2004
General Mills 1994 - 1994
General Mills 1992 - 1994
Skills
Management, Analysis, Strategy, Leadership, Business Planning, Marketing, SAP, Pricing, Finance, Budgets
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.) Carlson School of Management, Accounting
Ronald W. Anderson Jr Ronald W. Anderson Jr's Piper Jaffray Experience February 2001 - July 2006
Job Financial Advisor │Managing Director & President at Plan A Wealth Management
Industry Financial Services
Experience
Plan A Wealth Management May 2015 - Present
Wells Fargo Advisors, LLC January 2009 - May 2015
A.G. Edwards & Sons, Inc./Wachovia Securities July 2006 - December 2008
Piper Jaffray February 2001 - July 2006
Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Strategic Planning, Leadership, Financial Advisory, Management, Retirement, Finance, Financial Analysis, Fixed Annuities, Investment Strategies, Marketing Strategy, Investment Planning, 401k Rollovers, Retirement Savings
Education
University of Nebraska-Lincoln 1987 — 1992
Bachelors, Business Administration
Plan A Wealth Management May 2015 - Present
Wells Fargo Advisors, LLC January 2009 - May 2015
A.G. Edwards & Sons, Inc./Wachovia Securities July 2006 - December 2008
Piper Jaffray February 2001 - July 2006
Skills
Investments, Retirement Planning, Asset Allocation, Insurance, Strategic Planning, Leadership, Financial Advisory, Management, Retirement, Finance, Financial Analysis, Fixed Annuities, Investment Strategies, Marketing Strategy, Investment Planning, 401k Rollovers, Retirement Savings
Education
University of Nebraska-Lincoln 1987 — 1992
Bachelors, Business Administration
Tracey Masterson Tracey Masterson's Piper Jaffray Experience May 2001 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2001 - Present
Skills
Capital Markets, Investments, Series 7, Fixed Income, Valuation, Series 63, Securities, Bonds, Bloomberg, Trading, FINRA, Options, Derivatives, Structured Products, Financial Markets
Education
University of Minnesota-Twin Cities 1983 — 1988
Piper Jaffray May 2001 - Present
Skills
Capital Markets, Investments, Series 7, Fixed Income, Valuation, Series 63, Securities, Bonds, Bloomberg, Trading, FINRA, Options, Derivatives, Structured Products, Financial Markets
Education
University of Minnesota-Twin Cities 1983 — 1988
Laura Grant's Piper Jaffray Experience February 2007 - June 2008
Job Vice President, Corporate Development Heart Walk at American Heart Association
Industry Nonprofit Organization Management
Experience
American Heart Association August 2014 - Present
American Heart Association October 2011 - July 2014
American Cancer Society, IL Division January 2009 - December 2010
Piper Jaffray February 2007 - June 2008
Mark Kennedy for U.S. Senate Campaign January 2006 - November 2006
Skills
Fundraising, Marketing, Leadership, Strategic Planning, Non-profits, Community Outreach, Public Speaking, Marketing Communications, Community Development, Philanthropy, Advertising, Public Relations, Sponsorship, Internal Communications, Customer Service, Sales, Grants, Program Management, Nonprofits, PowerPoint, Research, Press Releases, Stewardship, Editing
Education
University of Minnesota-Twin Cities
B.A., Communication Studies, Political Science
American Heart Association August 2014 - Present
American Heart Association October 2011 - July 2014
American Cancer Society, IL Division January 2009 - December 2010
Piper Jaffray February 2007 - June 2008
Mark Kennedy for U.S. Senate Campaign January 2006 - November 2006
Skills
Fundraising, Marketing, Leadership, Strategic Planning, Non-profits, Community Outreach, Public Speaking, Marketing Communications, Community Development, Philanthropy, Advertising, Public Relations, Sponsorship, Internal Communications, Customer Service, Sales, Grants, Program Management, Nonprofits, PowerPoint, Research, Press Releases, Stewardship, Editing
Education
University of Minnesota-Twin Cities
B.A., Communication Studies, Political Science
Melanie Lien, CFA's Piper Jaffray Experience June 2006 - Present
Job Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2006 - Present
Skills
Bonds, Finance, Fixed Income, Municipal Bonds, Financial Modeling, Transaction Management, DBC Finance, DBC Housing, Series 7, Bloomberg, Loans, Investment Banking, Credit Analysis, Financial Structuring, Portfolio Management, Wealth Management, Asset Management, Equity Research, Financial Analysis, Analysis, Management, Investments
Education
University of Northern Iowa 2001 — 2006
Bachelor of Arts (B.A.), Finance
Piper Jaffray June 2006 - Present
Skills
Bonds, Finance, Fixed Income, Municipal Bonds, Financial Modeling, Transaction Management, DBC Finance, DBC Housing, Series 7, Bloomberg, Loans, Investment Banking, Credit Analysis, Financial Structuring, Portfolio Management, Wealth Management, Asset Management, Equity Research, Financial Analysis, Analysis, Management, Investments
Education
University of Northern Iowa 2001 — 2006
Bachelor of Arts (B.A.), Finance
Ellie Ziaie Ellie Ziaie's Piper Jaffray Experience June 2009 - September 2009
Job Architectural Designer at BKV Group
Industry Architecture & Planning
Experience
BKV Group June 2013 - Present
BKV Group February 2011 - June 2013
American Academy of Rome January 2012 - May 2012
Piper Jaffray June 2009 - September 2009
University of Minnesota June 2008 - September 2008
US Bank June 2007 - September 2007
Skills
BIM, Revit, Event Planning, LEED AP, Architectural Design, AutoCAD Architecture, AutoCAD, Photoshop, Adobe Creative Suite, InDesign, CAD, Illustrator, Architecture, Sustainable Design, Submittals, 3D Studio Max, Rendering, Architectural Drawings, Sketching, Diagramming, Photography, SketchUp, Rhino, Urban Design, Model Building, LEED Accredited, Architectural..., LEED, Portrait Photography, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachlor of Science, Architecture
BKV Group June 2013 - Present
BKV Group February 2011 - June 2013
American Academy of Rome January 2012 - May 2012
Piper Jaffray June 2009 - September 2009
University of Minnesota June 2008 - September 2008
US Bank June 2007 - September 2007
Skills
BIM, Revit, Event Planning, LEED AP, Architectural Design, AutoCAD Architecture, AutoCAD, Photoshop, Adobe Creative Suite, InDesign, CAD, Illustrator, Architecture, Sustainable Design, Submittals, 3D Studio Max, Rendering, Architectural Drawings, Sketching, Diagramming, Photography, SketchUp, Rhino, Urban Design, Model Building, LEED Accredited, Architectural..., LEED, Portrait Photography, PowerPoint, Microsoft Office, Microsoft Excel
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachlor of Science, Architecture
Laura Dierke Laura Dierke's Piper Jaffray Experience August 2004 - June 2006
Job Director, Thrivent Financial
Industry Financial Services
Experience
Thrivent October 2006 - Present
Piper Jaffray August 2004 - June 2006
Marshall Field's June 2000 - April 2004
LifeServ April 1999 - April 2000
Skills
Marketing Communications, Marketing Strategy, Marketing Management, Vendor Management, Loyalty Programs, Leadership, Program Management, Event Management, Financial Education, Marketing, Public Relations, Newsletters, Advertising, Cross-functional Team..., Strategic Planning, Product Development, Integrated Marketing, Strategy, Analytics, Competitive Analysis, Fundraising, Strategic Partnerships, Direct Marketing, Email Marketing, Segmentation, Product Marketing, Market Planning, Market Research, Corporate Communications, Strategic Communications, Digital Marketing, CRM, Management, Public Speaking
Education
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Arts, English/PR
Thrivent October 2006 - Present
Piper Jaffray August 2004 - June 2006
Marshall Field's June 2000 - April 2004
LifeServ April 1999 - April 2000
Skills
Marketing Communications, Marketing Strategy, Marketing Management, Vendor Management, Loyalty Programs, Leadership, Program Management, Event Management, Financial Education, Marketing, Public Relations, Newsletters, Advertising, Cross-functional Team..., Strategic Planning, Product Development, Integrated Marketing, Strategy, Analytics, Competitive Analysis, Fundraising, Strategic Partnerships, Direct Marketing, Email Marketing, Segmentation, Product Marketing, Market Planning, Market Research, Corporate Communications, Strategic Communications, Digital Marketing, CRM, Management, Public Speaking
Education
University of Nebraska-Lincoln 1989 — 1993
Bachelor of Arts, English/PR
Robert Castle Robert Castle's Piper Jaffray Experience May 2000 - June 2007
Job Chief Operating Officer & Acting CFO
Industry Executive Office
Experience
FRC Holdings January 2013 - Present
Neufocus, LLC August 2012 - Present
DigitalTown March 2012 - November 2012
Northland Capital Markets January 2009 - February 2012
RBC Capital Markets June 2007 - November 2008
Piper Jaffray May 2000 - June 2007
Aristotle Fund 1999 - 2000
Conseco Finance Corporation (k/n/a Green Tree Servicing) 1998 - 2000
Morgan Stanley 1996 - 1998
Hennepin County Medical Examiners Office 1992 - 1997
Skills
Investment Banking, Capital Markets, Mergers, Corporate Finance, Corporate Development, IPO, Financial Analysis, Due Diligence, Business Strategy, Management Consulting, Venture Capital, Executive Management, Digital Media, Digital Media Sales, Social Networking, Social Networking Sites, Affiliate Marketing, Affiliate Management, Turn Around Management, Turnaround Experience, Social Media, Mergers & Acquisitions, Portfolio Management, Strategic Partnerships, Start-ups, Finance, Financial Modeling, Financial Services, Investments, Entrepreneurship, Risk Management, Leadership, Banking, Private Equity, Strategic Planning, Loans, Credit, Management, Asset Management, Analysis, Investor Relations, Valuation, Acquisitions, Business Development, Accounting, Equities, Business Planning, P&L Management, Strategy, Strategic Financial...
Education
University of Saint Thomas - School of Business 1998 — 2000
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1993
BS, Mortuary Science
University of Wisconsin-Madison 1989 — 1991
Biological Anthropology
FRC Holdings January 2013 - Present
Neufocus, LLC August 2012 - Present
DigitalTown March 2012 - November 2012
Northland Capital Markets January 2009 - February 2012
RBC Capital Markets June 2007 - November 2008
Piper Jaffray May 2000 - June 2007
Aristotle Fund 1999 - 2000
Conseco Finance Corporation (k/n/a Green Tree Servicing) 1998 - 2000
Morgan Stanley 1996 - 1998
Hennepin County Medical Examiners Office 1992 - 1997
Skills
Investment Banking, Capital Markets, Mergers, Corporate Finance, Corporate Development, IPO, Financial Analysis, Due Diligence, Business Strategy, Management Consulting, Venture Capital, Executive Management, Digital Media, Digital Media Sales, Social Networking, Social Networking Sites, Affiliate Marketing, Affiliate Management, Turn Around Management, Turnaround Experience, Social Media, Mergers & Acquisitions, Portfolio Management, Strategic Partnerships, Start-ups, Finance, Financial Modeling, Financial Services, Investments, Entrepreneurship, Risk Management, Leadership, Banking, Private Equity, Strategic Planning, Loans, Credit, Management, Asset Management, Analysis, Investor Relations, Valuation, Acquisitions, Business Development, Accounting, Equities, Business Planning, P&L Management, Strategy, Strategic Financial...
Education
University of Saint Thomas - School of Business 1998 — 2000
MBA, Finance
University of Minnesota-Twin Cities 1991 — 1993
BS, Mortuary Science
University of Wisconsin-Madison 1989 — 1991
Biological Anthropology
Mike Ockenga Mike Ockenga's Piper Jaffray Experience May 2013 - April 2014
Job Manager of IP Services at Finley Engineering Company, Inc.
Industry Telecommunications
Experience
Finley Engineering Company, Inc. April 2014 - Present
Piper Jaffray May 2013 - April 2014
TIES February 2013 - May 2013
TIES June 2011 - February 2013
Minnesota High Tech Association December 2011 - November 2012
TIES September 2008 - June 2011
Zayo Group November 2007 - August 2008
Onvoy 1999 - 2007
Minnesota Regional Network 1998 - 1999
Skills
Network Operations, Network Architecture, Wireless Network Design, Sales Engineering, Solution Design, Innovative Problem..., CCNP, Managed Services, Computer Network..., Wireless Networking, WAN, Solution Architecture, Cisco Technologies, Team Management, CCNA, MPLS, ITIL v3 Foundations..., Networking, VMware, Juniper, AutoTask, VPN, IPSec, DSL, Ethernet, Servers, Security, DHCP, DNS, Data Center, Troubleshooting, Virtualization, Network Administration, Active Directory, Windows Server, TCP/IP, Telecommunications, VMware ESX, Disaster Recovery, Cisco Routers, IP, Network Security, System Deployment
Education
University of Minnesota-Twin Cities 1997 — 1999
BA, Computer Science
University of Minnesota-Twin Cities 1988 — 1993
BA, Journalism
Finley Engineering Company, Inc. April 2014 - Present
Piper Jaffray May 2013 - April 2014
TIES February 2013 - May 2013
TIES June 2011 - February 2013
Minnesota High Tech Association December 2011 - November 2012
TIES September 2008 - June 2011
Zayo Group November 2007 - August 2008
Onvoy 1999 - 2007
Minnesota Regional Network 1998 - 1999
Skills
Network Operations, Network Architecture, Wireless Network Design, Sales Engineering, Solution Design, Innovative Problem..., CCNP, Managed Services, Computer Network..., Wireless Networking, WAN, Solution Architecture, Cisco Technologies, Team Management, CCNA, MPLS, ITIL v3 Foundations..., Networking, VMware, Juniper, AutoTask, VPN, IPSec, DSL, Ethernet, Servers, Security, DHCP, DNS, Data Center, Troubleshooting, Virtualization, Network Administration, Active Directory, Windows Server, TCP/IP, Telecommunications, VMware ESX, Disaster Recovery, Cisco Routers, IP, Network Security, System Deployment
Education
University of Minnesota-Twin Cities 1997 — 1999
BA, Computer Science
University of Minnesota-Twin Cities 1988 — 1993
BA, Journalism
Brian Liberty Brian Liberty's Piper Jaffray Experience December 1995 - May 2005
Job Vice President Investments
Industry Financial Services
Experience
Raymond James & Associates, Inc 1988 - Present
Piper Jaffray December 1995 - May 2005
RBC Wealth Management August 1989 - December 1995
Skills
Finance, Financial Advisory, Customer Service, Securities, Leadership, Portfolio Management, Management, Financial Analysis, Risk Management, Wealth, Series 7, Public Speaking, Commercial Banking, Strategic Financial...
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Arts, Computer Science & Minor in Mathamatics
Raymond James & Associates, Inc 1988 - Present
Piper Jaffray December 1995 - May 2005
RBC Wealth Management August 1989 - December 1995
Skills
Finance, Financial Advisory, Customer Service, Securities, Leadership, Portfolio Management, Management, Financial Analysis, Risk Management, Wealth, Series 7, Public Speaking, Commercial Banking, Strategic Financial...
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Arts, Computer Science & Minor in Mathamatics
Andrew Larson's Piper Jaffray Experience July 2006 - February 2007
Job CPA
Industry Banking
Experience
Sunrise Banks September 2015 - Present
Key Community Bank March 2007 - August 2015
Piper Jaffray July 2006 - February 2007
LarsonAllen September 2001 - June 2006
Skills
General Ledger, Financial Analysis, Internal Controls, Financial Accounting, Audit, Financial Reporting, CPA, Finance, Accounting, Strategic Financial..., Auditing, Financial Modeling, Internal Audit
Education
University of St. Thomas - Opus College of Business 2000 — 2001
MBA, Accounting
University of Minnesota-Twin Cities 1994 — 1996
Bachelors, International Political Economy
Sunrise Banks September 2015 - Present
Key Community Bank March 2007 - August 2015
Piper Jaffray July 2006 - February 2007
LarsonAllen September 2001 - June 2006
Skills
General Ledger, Financial Analysis, Internal Controls, Financial Accounting, Audit, Financial Reporting, CPA, Finance, Accounting, Strategic Financial..., Auditing, Financial Modeling, Internal Audit
Education
University of St. Thomas - Opus College of Business 2000 — 2001
MBA, Accounting
University of Minnesota-Twin Cities 1994 — 1996
Bachelors, International Political Economy
Susan Stults, CFP® Susan Stults, CFP®'s Piper Jaffray Experience 2005 - 2006
Job Senior Wealth Strategy Associate at UBS FInancial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. October 2013 - Present
UBS Financial Services Inc. 2006 - Present
Piper Jaffray 2005 - 2006
Education
University of Nebraska at Omaha
BSBA, Business
UBS Financial Services Inc. October 2013 - Present
UBS Financial Services Inc. 2006 - Present
Piper Jaffray 2005 - 2006
Education
University of Nebraska at Omaha
BSBA, Business
Chris Ekstrom's Piper Jaffray Experience February 2013 - December 2013
Job Financial Advisor at Virginia Asset Management
Industry Financial Services
Experience
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Virginia Asset Management June 2015 - Present
UBS April 2014 - June 2015
Piper Jaffray February 2013 - December 2013
KBW October 2012 - January 2013
Vining Sparks IBG, L.P July 2009 - October 2012
DeVita Kavanagh October 2008 - April 2009
Jan-Pro of Charlotte May 2006 - June 2008
Keffer Automotive Group April 2004 - May 2006
Northwestern Mutual/DeVita Kavanagh April 2003 - May 2004
Education
University of North Carolina at Wilmington 1999 — 2003
Bachelor of Science, Business Administration
Charlotte Latin School 1995 — 1999
Jason Dworak, CIMA® Jason Dworak, CIMA®'s Piper Jaffray Experience January 1993 - January 1999
Job Managing Director—Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley Wealth Management January 1999 - December 2008
Piper Jaffray January 1993 - January 1999
Education
University of Nebraska-Lincoln
Business Finance
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley Wealth Management January 1999 - December 2008
Piper Jaffray January 1993 - January 1999
Education
University of Nebraska-Lincoln
Business Finance
Thomas Ragsdale Thomas Ragsdale's Piper Jaffray Experience April 2012 - Present
Job Piper Jaffray
Industry Banking
Experience
Piper Jaffray April 2012 - Present
VRA Partners, LLC May 2010 - March 2012
Timbervest June 2009 - May 2010
Arcapita July 2004 - June 2006
Arcapita Bank B.S.C.(c) 2004 - 2006
Cobblestone Advisors (Harris Williams) 2001 - 2004
Harris Williams 2001 - 2004
Harris Williams & Co. (Cobblestone Advisors) 2001 - 2004
Skills
Capital Markets, Corporate Finance, Investment Banking, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Washington and Lee University 1997 — 2001
Economics
Woodberry Forest School 1993 — 1997
Piper Jaffray April 2012 - Present
VRA Partners, LLC May 2010 - March 2012
Timbervest June 2009 - May 2010
Arcapita July 2004 - June 2006
Arcapita Bank B.S.C.(c) 2004 - 2006
Cobblestone Advisors (Harris Williams) 2001 - 2004
Harris Williams 2001 - 2004
Harris Williams & Co. (Cobblestone Advisors) 2001 - 2004
Skills
Capital Markets, Corporate Finance, Investment Banking, LBO
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
Washington and Lee University 1997 — 2001
Economics
Woodberry Forest School 1993 — 1997
Blair Brenton's Piper Jaffray Experience July 2009 - July 2012
Job Senior Associate at Leeds Equity Partners
Industry Financial Services
Experience
Leeds Equity Partners July 2012 - Present
Piper Jaffray July 2009 - July 2012
Susquehanna Growth Equity (SGE) June 2008 - August 2008
Skills
Investment Banking, Mergers, Private Equity, Mergers & Acquisitions, Corporate Finance, LBO, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Microsoft Office
Education
University of Notre Dame 2005 — 2009
BA, Finance
Leeds Equity Partners July 2012 - Present
Piper Jaffray July 2009 - July 2012
Susquehanna Growth Equity (SGE) June 2008 - August 2008
Skills
Investment Banking, Mergers, Private Equity, Mergers & Acquisitions, Corporate Finance, LBO, Financial Analysis, Due Diligence, Valuation, Financial Modeling, Microsoft Office
Education
University of Notre Dame 2005 — 2009
BA, Finance
Doug Kunzman Doug Kunzman's Piper Jaffray Experience October 1986 - August 2006
Job Vice PresidentInvestments; Financial Advisor of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Miller Kunzman Financial Group of Wells Fargo Advisors, LLC September 2014 - Present
UBS August 2006 - September 2014
Piper Jaffray October 1986 - August 2006
Education
University of Nebraska-Lincoln 1974 — 1978
Bachelor of Science (B.S.), Business Administration
Miller Kunzman Financial Group of Wells Fargo Advisors, LLC September 2014 - Present
UBS August 2006 - September 2014
Piper Jaffray October 1986 - August 2006
Education
University of Nebraska-Lincoln 1974 — 1978
Bachelor of Science (B.S.), Business Administration
Bill Creamer Bill Creamer's Piper Jaffray Experience 1999 - 2006
Job Financial Advisor at Landmark Private Financial Services
Industry Financial Services
Experience
Landmark Private Financial Services 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Piper Jaffray 1999 - 2006
U.S. Bank 1996 - 1999
Education
University of St. Thomas
B.A. Finance
University of Minnesota-Twin Cities
Accounting and Finance
Cretin High School, St. Paul
Landmark Private Financial Services 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Piper Jaffray 1999 - 2006
U.S. Bank 1996 - 1999
Education
University of St. Thomas
B.A. Finance
University of Minnesota-Twin Cities
Accounting and Finance
Cretin High School, St. Paul
Kraig Michels Kraig Michels's Piper Jaffray Experience June 2001 - September 2007
Job North Slope Borough School District
Industry Education Management
Experience
North Slope Borough School District January 2012 - Present
GreenFoot Technologies January 2012 - June 2012
Western States Group of Companies January 2011 - January 2012
Michels Development, Inc. October 2003 - December 2011
D A Davidson and Company September 2007 - January 2011
Piper Jaffray June 2001 - September 2007
Skills
Operations Management, Maintenance Management, Facility Management, Strategic Planning, Budget Creation &..., Capital Improvement, Benefits Negotiation, Sourcing, Procurement, Executive Search, Internet Recruiting, IT Recruitment, Employee Benefits, Human Resources, Technical Recruiting, Talent Management, Screening, Talent Acquisition, Sales, Recruiting
Education
The University of Montana 1994 — 1996
Master of Business Administration (M.B.A.), Human Resources Management and Services
The University of Montana 1989 — 1994
Bachelor's degree, Business Administration, Management and Operations
North Slope Borough School District January 2012 - Present
GreenFoot Technologies January 2012 - June 2012
Western States Group of Companies January 2011 - January 2012
Michels Development, Inc. October 2003 - December 2011
D A Davidson and Company September 2007 - January 2011
Piper Jaffray June 2001 - September 2007
Skills
Operations Management, Maintenance Management, Facility Management, Strategic Planning, Budget Creation &..., Capital Improvement, Benefits Negotiation, Sourcing, Procurement, Executive Search, Internet Recruiting, IT Recruitment, Employee Benefits, Human Resources, Technical Recruiting, Talent Management, Screening, Talent Acquisition, Sales, Recruiting
Education
The University of Montana 1994 — 1996
Master of Business Administration (M.B.A.), Human Resources Management and Services
The University of Montana 1989 — 1994
Bachelor's degree, Business Administration, Management and Operations
Christopher Stephan Christopher Stephan's Piper Jaffray Experience June 2003 - November 2003
Job Senior User Experience Designer at The Nerdery
Industry Internet
Experience
The Nerdery December 2013 - Present
Christopher Stephan Design and UX Consulting April 2007 - Present
The Nerdery January 2013 - December 2013
Capella University March 2012 - February 2013
The Creative Group February 2012 - March 2012
Hudson February 2012 - March 2012
AllRegs February 2007 - December 2011
AllRegs December 2003 - February 2007
Piper Jaffray June 2003 - November 2003
AllRegs July 2002 - September 2002
Skills
User Experience, User-centered Design, Information Architecture, Data Modeling, Interaction Design, User Research, Usability, Usability Testing, User Interface Design, Prototyping, Visualization, Wireframes, Axure, ProtoShare, Thought Leadership, Team Leadership, Basecamp, Web Design, Accessibility, Business Analysis, User Experience Testing, Remote User Testing, A/B testing, Leadership, Mentoring, Collaborative Problem..., Consulting, Workshop Facilitation, Presentations, CMS, Web Content Management, Process Improvement, HTML, XHTML, CSS, Dreamweaver, InDesign, Illustrator, Photoshop, Flash, Art Direction, Graphic Design, Logo Design, Online Advertising, Animation, Illustration, Banner Ads, User Interface
Education
School of Communication Arts 1993 — 1994
Certification/Diploma, Graphic Design
University of Minnesota-Twin Cities 1987 — 1992
Bachelor of Arts, History/Art History
The Nerdery December 2013 - Present
Christopher Stephan Design and UX Consulting April 2007 - Present
The Nerdery January 2013 - December 2013
Capella University March 2012 - February 2013
The Creative Group February 2012 - March 2012
Hudson February 2012 - March 2012
AllRegs February 2007 - December 2011
AllRegs December 2003 - February 2007
Piper Jaffray June 2003 - November 2003
AllRegs July 2002 - September 2002
Skills
User Experience, User-centered Design, Information Architecture, Data Modeling, Interaction Design, User Research, Usability, Usability Testing, User Interface Design, Prototyping, Visualization, Wireframes, Axure, ProtoShare, Thought Leadership, Team Leadership, Basecamp, Web Design, Accessibility, Business Analysis, User Experience Testing, Remote User Testing, A/B testing, Leadership, Mentoring, Collaborative Problem..., Consulting, Workshop Facilitation, Presentations, CMS, Web Content Management, Process Improvement, HTML, XHTML, CSS, Dreamweaver, InDesign, Illustrator, Photoshop, Flash, Art Direction, Graphic Design, Logo Design, Online Advertising, Animation, Illustration, Banner Ads, User Interface
Education
School of Communication Arts 1993 — 1994
Certification/Diploma, Graphic Design
University of Minnesota-Twin Cities 1987 — 1992
Bachelor of Arts, History/Art History
Phil Garnatz Phil Garnatz's Piper Jaffray Experience September 1999 - June 2005
Job Principal Software Instructor
Industry Computer Software
Experience
G & G Inc (philg@gginc.biz) September 1983 - Present
Dell Compellent December 2011 - November 2013
Wells Fargo June 2007 - December 2011
Cassatt June 2005 - June 2007
Piper Jaffray September 1999 - June 2005
Euler Solutions September 1996 - September 1999
Cray Research September 1986 - September 1996
OTEK Corp November 1978 - February 1991
UCC Lauderdale 1975 - 1990
Skills
Web Applications, Unix, C++, Java, Software Development, Java Enterprise Edition, SQL, Servlets, Swing, JSP, XML, Web Services, Windows, Linux, C#, Programming, Software Engineering, Microsoft SQL Server, GWT, Tomcat, Agile Methodologies, SDLC
Education
University of Minnesota-Twin Cities 1972 — 1975
University of Minnesota-Twin Cities 1968 — 1972
BA
Highland Park SHS 1966 — 1968
G & G Inc (philg@gginc.biz) September 1983 - Present
Dell Compellent December 2011 - November 2013
Wells Fargo June 2007 - December 2011
Cassatt June 2005 - June 2007
Piper Jaffray September 1999 - June 2005
Euler Solutions September 1996 - September 1999
Cray Research September 1986 - September 1996
OTEK Corp November 1978 - February 1991
UCC Lauderdale 1975 - 1990
Skills
Web Applications, Unix, C++, Java, Software Development, Java Enterprise Edition, SQL, Servlets, Swing, JSP, XML, Web Services, Windows, Linux, C#, Programming, Software Engineering, Microsoft SQL Server, GWT, Tomcat, Agile Methodologies, SDLC
Education
University of Minnesota-Twin Cities 1972 — 1975
University of Minnesota-Twin Cities 1968 — 1972
BA
Highland Park SHS 1966 — 1968
Douglas Rickart Douglas Rickart's Piper Jaffray Experience July 1987 - October 1994
Job Division Director at Robert Half Financial Services 6123399001 douglas.rickart@roberthalffs.com
Industry Financial Services
Experience
Robert Half Financial Services January 1999 - Present
RBC Dain Rauscher October 1994 - December 1998
Piper Jaffray July 1987 - October 1994
US Bank December 1979 - July 1987
Skills
Commercial Banking, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Credit Analysis, Risk Analysis, Credit Risk, Hedge Funds, Talent Acquisition, Recruiting, Executive Search, Permanent Placement
Education
University of Minnesota-Twin Cities 1979 — 1983
BA
Robert Half Financial Services January 1999 - Present
RBC Dain Rauscher October 1994 - December 1998
Piper Jaffray July 1987 - October 1994
US Bank December 1979 - July 1987
Skills
Commercial Banking, Portfolio Management, Investment Banking, Private Equity, Capital Markets, Credit Analysis, Risk Analysis, Credit Risk, Hedge Funds, Talent Acquisition, Recruiting, Executive Search, Permanent Placement
Education
University of Minnesota-Twin Cities 1979 — 1983
BA
Joe Dolan Joe Dolan's Piper Jaffray Experience 2002 - 2006
Job Financial Advisor at Dolan Wealth Management
Industry Financial Services
Experience
Dolan Wealth Management January 2013 - Present
Morgan Stanley Wealth Management June 2010 - January 2013
UBS August 2004 - July 2010
Piper Jaffray 2002 - 2006
Fortis and Hartford 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Series 7, Securities, Portfolio Management, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Financial Analysis, Investments, Investment Strategies, Series 65, Retirement, Certified Financial..., Financial Advisory, Investment Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Political Science, Economics Minor
Academy of the Holy Angels
Academy of the Holy Angels
Academy of the Holy Angels
Dolan Wealth Management January 2013 - Present
Morgan Stanley Wealth Management June 2010 - January 2013
UBS August 2004 - July 2010
Piper Jaffray 2002 - 2006
Fortis and Hartford 2000 - 2002
Prudential Financial 1997 - 2000
Skills
Series 7, Securities, Portfolio Management, Retirement Planning, Wealth Management, Uniform Combined State..., Series 63, Asset Allocation, Investment Advisory, Mutual Funds, Financial Analysis, Investments, Investment Strategies, Series 65, Retirement, Certified Financial..., Financial Advisory, Investment Management
Education
University of Minnesota-Twin Cities 1991 — 1995
BA, Political Science, Economics Minor
Academy of the Holy Angels
Academy of the Holy Angels
Academy of the Holy Angels
Mary Kattner, CIMA® Mary Kattner, CIMA®'s Piper Jaffray Experience September 1998 - November 2002
Job Senior Wealth Managment Professional
Industry Financial Services
Experience
US Bank March 2011 - Present
Ameriprise Financial March 2010 - March 2011
RBC Wealth Managment September 2009 - December 2009
RBC Correspondent Services February 2006 - November 2008
RBC Wealth Management February 2003 - February 2006
Piper Jaffray September 1998 - November 2002
Skills
Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Strategy, Fixed Income
Education
University of Minnesota-Twin Cities
B.S., Business
US Bank March 2011 - Present
Ameriprise Financial March 2010 - March 2011
RBC Wealth Managment September 2009 - December 2009
RBC Correspondent Services February 2006 - November 2008
RBC Wealth Management February 2003 - February 2006
Piper Jaffray September 1998 - November 2002
Skills
Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Strategy, Fixed Income
Education
University of Minnesota-Twin Cities
B.S., Business
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
Mickey Ojard Mickey Ojard's Piper Jaffray Experience 1998 - 2001
Job
Industry Online Media
Experience
Minnesota Nurses Association June 2008 - June 2015
FCI July 2001 - May 2002
Piper Jaffray 1998 - 2001
League of Minnesota Cities 1995 - 1998
Physicans Business Services January 1992 - March 1995
Skills
Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Research, Nonprofits, Sales, Community Outreach, Marketing, Negotiation, Leadership, Investment Properties, Residential Homes, Real Estate, Public Relations, Social Networking
Education
University of Minnesota-Twin Cities
Bachelor's degree, Political Science and Government, 3.4
Minnesota Nurses Association June 2008 - June 2015
FCI July 2001 - May 2002
Piper Jaffray 1998 - 2001
League of Minnesota Cities 1995 - 1998
Physicans Business Services January 1992 - March 1995
Skills
Microsoft Excel, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Research, Nonprofits, Sales, Community Outreach, Marketing, Negotiation, Leadership, Investment Properties, Residential Homes, Real Estate, Public Relations, Social Networking
Education
University of Minnesota-Twin Cities
Bachelor's degree, Political Science and Government, 3.4
Daniel Jennings Daniel Jennings's Piper Jaffray Experience July 2004 - May 2012
Job Operations Manager
Industry Financial Services
Experience
Wells Fargo December 2012 - Present
Private Trading Group May 2012 - December 2012
Piper Jaffray July 2004 - May 2012
Piper Jaffray September 2000 - June 2004
Piper Jaffray February 1998 - October 2000
Continental Grain Company September 1995 - January 1998
Minneapolis Grain Exchange January 1994 - September 1995
Skills
Team Building, Customer Service, Building Relationships, Risk Management, Trading, Procurement, Series 7, Series 63, Equities, Bloomberg, Banking, Securities, Fixed Income, Equity Trading, Financial Analysis, Hedge Funds, Options
Education
University of Minnesota-Twin Cities 1991 — 1995
Bachelor of Arts (BA), Economics and History
Wells Fargo December 2012 - Present
Private Trading Group May 2012 - December 2012
Piper Jaffray July 2004 - May 2012
Piper Jaffray September 2000 - June 2004
Piper Jaffray February 1998 - October 2000
Continental Grain Company September 1995 - January 1998
Minneapolis Grain Exchange January 1994 - September 1995
Skills
Team Building, Customer Service, Building Relationships, Risk Management, Trading, Procurement, Series 7, Series 63, Equities, Bloomberg, Banking, Securities, Fixed Income, Equity Trading, Financial Analysis, Hedge Funds, Options
Education
University of Minnesota-Twin Cities 1991 — 1995
Bachelor of Arts (BA), Economics and History
Cindy Chandler's Piper Jaffray Experience 1978 - 1986
Job Retained Executive Recruiter | Principal, Chandler Group Executive Search
Industry Staffing and Recruiting
Experience
Chandler Group Executive Search October 2001 - Present
Children's Cancer Research Fund 2002 - 2011
American Express Financial Advisors 1987 - 1994
Piper Jaffray 1978 - 1986
Skills
Healthcare, Executive Search, Financial Services, Non-profits, Strategic Planning, Leadership Development, Health Insurance, Trusting Relationships, Start-ups, Nonprofits, Executive Coaching, Recruiting, Talent Management, Fundraising, Succession Planning, Leadership, Business Development, Change Management
Education
University of Minnesota-Twin Cities
Chandler Group Executive Search October 2001 - Present
Children's Cancer Research Fund 2002 - 2011
American Express Financial Advisors 1987 - 1994
Piper Jaffray 1978 - 1986
Skills
Healthcare, Executive Search, Financial Services, Non-profits, Strategic Planning, Leadership Development, Health Insurance, Trusting Relationships, Start-ups, Nonprofits, Executive Coaching, Recruiting, Talent Management, Fundraising, Succession Planning, Leadership, Business Development, Change Management
Education
University of Minnesota-Twin Cities
Virat Mehta Virat Mehta's Piper Jaffray Experience March 2014 - March 2014
Job Director, Corporate Development at Quintiles
Industry Pharmaceuticals
Experience
Quintiles April 2015 - Present
Quintiles March 2014 - March 2015
Piper Jaffray March 2014 - March 2014
Piper Jaffray October 2011 - February 2014
Bank of America Merrill Lynch July 2010 - October 2011
Jacobs Capital May 2009 - October 2009
Accenture September 2005 - June 2008
Accenture August 2003 - August 2005
Skills
Mergers & Acquisitions, Investment Banking, Integration, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Due Diligence, Financial Analysis, Equities, Fixed Income, Mergers, Strategic Financial..., Venture Capital, Equity Research, Corporate Development, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Computer Science
Quintiles April 2015 - Present
Quintiles March 2014 - March 2015
Piper Jaffray March 2014 - March 2014
Piper Jaffray October 2011 - February 2014
Bank of America Merrill Lynch July 2010 - October 2011
Jacobs Capital May 2009 - October 2009
Accenture September 2005 - June 2008
Accenture August 2003 - August 2005
Skills
Mergers & Acquisitions, Investment Banking, Integration, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Due Diligence, Financial Analysis, Equities, Fixed Income, Mergers, Strategic Financial..., Venture Capital, Equity Research, Corporate Development, Hedge Funds
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2008 — 2010
MBA, Corporate Finance
University of North Carolina at Chapel Hill 1999 — 2003
B.S., Computer Science
Steven Vacinek Steven Vacinek's Piper Jaffray Experience May 2001 - May 2005
Job Regional Investment Consultant West Coast at Thrivent Asset Management
Industry Financial Services
Experience
Thrivent Asset Management April 2014 - Present
Advantus Capital Management December 2009 - April 2014
Securian Financial Services, Inc. Member FINRA/SIPC February 2006 - December 2009
Piper Jaffray May 2001 - May 2005
Wells Fargo Investments January 1992 - April 2001
Skills
Investments, Pension Funds, Mutual Funds, Fixed Income, Financial Services, Insurance, Series 7, Investment Strategies, Finance, Wealth Management, Asset Management, Capital Markets, Business Development, Client Services, Securities, Retirement Planning, Asset Allocation
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Economics
Thrivent Asset Management April 2014 - Present
Advantus Capital Management December 2009 - April 2014
Securian Financial Services, Inc. Member FINRA/SIPC February 2006 - December 2009
Piper Jaffray May 2001 - May 2005
Wells Fargo Investments January 1992 - April 2001
Skills
Investments, Pension Funds, Mutual Funds, Fixed Income, Financial Services, Insurance, Series 7, Investment Strategies, Finance, Wealth Management, Asset Management, Capital Markets, Business Development, Client Services, Securities, Retirement Planning, Asset Allocation
Education
University of Minnesota-Twin Cities 1986 — 1991
BS, Economics
Eric Walasek's Piper Jaffray Experience September 2014 - Present
Job .
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
LinkedCause LLC February 2012 - Present
HB Fuller March 2013 - August 2014
Boston Scientific August 2009 - January 2012
Skills
Agile Methodologies, Software Development, Web Development, JavaScript, jQuery
Education
University of Minnesota-Twin Cities 1998 — 2002
Mechanical Engineering
Piper Jaffray September 2014 - Present
LinkedCause LLC February 2012 - Present
HB Fuller March 2013 - August 2014
Boston Scientific August 2009 - January 2012
Skills
Agile Methodologies, Software Development, Web Development, JavaScript, jQuery
Education
University of Minnesota-Twin Cities 1998 — 2002
Mechanical Engineering
Becky K Van Hauen Becky K Van Hauen's Piper Jaffray Experience 2000 - 2003
Job Executive Assistant at HealthPartners
Industry Hospital & Health Care
Experience
HealthPartners March 2012 - Present
Northland Securities January 2008 - March 2012
PwC November 2004 - January 2008
Piper Jaffray 2000 - 2003
Skills
Brokerage, Accounting, Executive Support, State of Minnesota..., Time Management, Office Management, Project Planning, Administrative..., Spreadsheets, Office Administration, Lotus Notes, Confidentiality, Data Entry, Invoicing, Outlook, PeopleSoft, Executive Management, Expenses, QuickBooks
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Social Work
Business Institute of Technology
Business Diploma, Legal Assistant
HealthPartners March 2012 - Present
Northland Securities January 2008 - March 2012
PwC November 2004 - January 2008
Piper Jaffray 2000 - 2003
Skills
Brokerage, Accounting, Executive Support, State of Minnesota..., Time Management, Office Management, Project Planning, Administrative..., Spreadsheets, Office Administration, Lotus Notes, Confidentiality, Data Entry, Invoicing, Outlook, PeopleSoft, Executive Management, Expenses, QuickBooks
Education
University of Northern Iowa
Bachelor of Arts (B.A.), Social Work
Business Institute of Technology
Business Diploma, Legal Assistant
Erica Torres Bagaason Erica Torres Bagaason's Piper Jaffray Experience August 2011 - June 2012
Job Freelance Live Events Producer | Production Manager
Industry Events Services
Experience
Thrivent Financial June 2015 - Present
Freelance February 2014 - Present
Target February 2014 - 2015
Magnetic Productions September 2013 - January 2014
Magnetic Productions December 2012 - June 2013
Target June 2012 - January 2013
Piper Jaffray August 2011 - June 2012
Target January 2010 - August 2011
Twin Cities Public Television September 2007 - July 2009
MTV Networks June 2007 - August 2007
Skills
Event Planning, Post Production, Event Management, Production Managment, Project Management, Television, Video Production, Broadcast, Editing, Entertainment, Film, Social Media, Public Speaking, Video Editing, Blogging
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts (B.A.), Broadcast Journalism
Thrivent Financial June 2015 - Present
Freelance February 2014 - Present
Target February 2014 - 2015
Magnetic Productions September 2013 - January 2014
Magnetic Productions December 2012 - June 2013
Target June 2012 - January 2013
Piper Jaffray August 2011 - June 2012
Target January 2010 - August 2011
Twin Cities Public Television September 2007 - July 2009
MTV Networks June 2007 - August 2007
Skills
Event Planning, Post Production, Event Management, Production Managment, Project Management, Television, Video Production, Broadcast, Editing, Entertainment, Film, Social Media, Public Speaking, Video Editing, Blogging
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts (B.A.), Broadcast Journalism
Narendra Chokshi's Piper Jaffray Experience July 2008 - October 2010
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Jefferies LLC September 2013 - Present
Bank of America Merrill Lynch October 2010 - June 2013
Piper Jaffray July 2008 - October 2010
Bear Stearns July 2007 - June 2008
KPMG June 1998 - June 2005
Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance
University of Mumbai 2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting
Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accounting, Taxation
University of Mumbai 1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources
Cathedral & John Connon School 1983 — 1993
ICSE
Jefferies LLC September 2013 - Present
Bank of America Merrill Lynch October 2010 - June 2013
Piper Jaffray July 2008 - October 2010
Bear Stearns July 2007 - June 2008
KPMG June 1998 - June 2005
Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance
University of Mumbai 2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting
Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accounting, Taxation
University of Mumbai 1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources
Cathedral & John Connon School 1983 — 1993
ICSE
Laura J Gilbert's Piper Jaffray Experience 1998 - 2000
Job Director of Marketing at Cognosante
Industry Information Technology and Services
Experience
Cognosante June 2015 - Present
Clinical Care Options June 2013 - June 2015
MOSQUITO Inc April 2012 - June 2013
Wolters Kluwer Health January 2006 - April 2012
ProVation Medical November 2002 - December 2005
Delta Dental Plan of Minnesota 2000 - 2002
Piper Jaffray 1998 - 2000
Skills
Marketing Communications, Strategic Communications, Public Relations, Corporate Branding, Internal Communications, Marketing Strategy, Marketing, Brand Management, Trade Shows, Healthcare, Leadership, Strategy, Corporate Communications, Budgets, Product Marketing, Media Relations, Marketing Management, Email Marketing, Copywriting, Messaging, Social Media, Lead Generation, Integrated Marketing, Budget Management, Digital Marketing, Multi-media Marketing..., ExactTarget, Membership Development, Retention Management, Event Marketing Strategy
Education
University of Notre Dame 1991 — 1995
BA
Cognosante June 2015 - Present
Clinical Care Options June 2013 - June 2015
MOSQUITO Inc April 2012 - June 2013
Wolters Kluwer Health January 2006 - April 2012
ProVation Medical November 2002 - December 2005
Delta Dental Plan of Minnesota 2000 - 2002
Piper Jaffray 1998 - 2000
Skills
Marketing Communications, Strategic Communications, Public Relations, Corporate Branding, Internal Communications, Marketing Strategy, Marketing, Brand Management, Trade Shows, Healthcare, Leadership, Strategy, Corporate Communications, Budgets, Product Marketing, Media Relations, Marketing Management, Email Marketing, Copywriting, Messaging, Social Media, Lead Generation, Integrated Marketing, Budget Management, Digital Marketing, Multi-media Marketing..., ExactTarget, Membership Development, Retention Management, Event Marketing Strategy
Education
University of Notre Dame 1991 — 1995
BA
Travis Jakel Travis Jakel's Piper Jaffray Experience June 2013 - Present
Job Equity Research Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2013 - Present
Investing Analytics May 2012 - May 2013
EidoSearch, Inc. November 2010 - June 2012
Piper Jaffray May 2011 - May 2012
Stock Trader's Club January 2010 - May 2012
EidoSearch & Piper Jaffray October 2010 - February 2011
University of Minnesota June 2010 - January 2011
Skills
R, Data Mining, Multivariate Statistics, Predictive Modeling, Social Media Marketing, Technical Analysis, Microsoft Office, Weka, Equity Research, Analysis, Financial Analysis, Analytics, Statistical Modeling
Education
University of Minnesota-Twin Cities 2009 — 2012
B.I.S., Concentration: Finance, Statistics, Economics
Piper Jaffray June 2013 - Present
Investing Analytics May 2012 - May 2013
EidoSearch, Inc. November 2010 - June 2012
Piper Jaffray May 2011 - May 2012
Stock Trader's Club January 2010 - May 2012
EidoSearch & Piper Jaffray October 2010 - February 2011
University of Minnesota June 2010 - January 2011
Skills
R, Data Mining, Multivariate Statistics, Predictive Modeling, Social Media Marketing, Technical Analysis, Microsoft Office, Weka, Equity Research, Analysis, Financial Analysis, Analytics, Statistical Modeling
Education
University of Minnesota-Twin Cities 2009 — 2012
B.I.S., Concentration: Finance, Statistics, Economics
Gene Kelly Gene Kelly's Piper Jaffray Experience March 2002 - November 2003
Job Owner at The Kelly Company
Industry Construction
Experience
The Kelly Company January 2015 - Present
MK Design Build 2011 - Present
LPI, Inc. April 2010 - November 2011
Rock Star Marble & Granite, Inc. 2007 - 2010
Atlanta Building & Renovation 2004 - 2007
Piper Jaffray March 2002 - November 2003
musicbank 1999 - 2002
Crawford Communications August 1996 - September 1999
Skills
Strategic Creative..., New Business Development, Architectural Design, Custom Millwork Design, Strategic Planning, Carpentry, Historical Restoration, Historical Renovations, Custom Remodeling, Residential Additions, Certified Lead Renovator, Lead Certified, Energy Star, Certified Green..., Whole House Renovations, Custom Decks, Custom Built-ins, Bookcases, Wainscoting, Fine Woodworking, Custom Trim, Crown Molding, Business Strategy, Entrepreneurship, Business Development, Marketing, Negotiation, Sales, Project Management, Team Building, Investments, Portfolio Management, Public Speaking, Contract Negotiation, Retail, Social Media, Customer Service
Education
University of Mississippi 1991 — 1996
BA, Broadcast Journalism & English
The Kelly Company January 2015 - Present
MK Design Build 2011 - Present
LPI, Inc. April 2010 - November 2011
Rock Star Marble & Granite, Inc. 2007 - 2010
Atlanta Building & Renovation 2004 - 2007
Piper Jaffray March 2002 - November 2003
musicbank 1999 - 2002
Crawford Communications August 1996 - September 1999
Skills
Strategic Creative..., New Business Development, Architectural Design, Custom Millwork Design, Strategic Planning, Carpentry, Historical Restoration, Historical Renovations, Custom Remodeling, Residential Additions, Certified Lead Renovator, Lead Certified, Energy Star, Certified Green..., Whole House Renovations, Custom Decks, Custom Built-ins, Bookcases, Wainscoting, Fine Woodworking, Custom Trim, Crown Molding, Business Strategy, Entrepreneurship, Business Development, Marketing, Negotiation, Sales, Project Management, Team Building, Investments, Portfolio Management, Public Speaking, Contract Negotiation, Retail, Social Media, Customer Service
Education
University of Mississippi 1991 — 1996
BA, Broadcast Journalism & English
Steve Barton's Piper Jaffray Experience 1996 - 2000
Job Banking and Business Consulting
Industry Banking
Experience
Waterford Group Consulting December 2011 - Present
Unity Banks February 2013 - Present
BNP Paribas Bank of the West August 2008 - November 2011
TCF Bank 2005 - 2008
Wells Fargo Private Client Services 2002 - 2005
UBS 2000 - 2002
Piper Jaffray 1996 - 2000
Various Banking Positions 1986 - 1996
Skills
Investments, Banking, Loans, Commercial Banking, Private Banking, Wealth Management, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Strategic Financial..., Financial Services, Retirement Planning, Credit Risk, Mortgage Lending, Wealth Management..., Retail Banking, Loan Origination, Financial Analysis, Investment Advisory, Financial Advisory, Bonds, Underwriting, High Net Worth..., Investment Strategies, Commercial Mortgages, Financial Risk, Banking Relationships, Trade Finance, Investment Management, Relationship Management, Insurance, Fixed Income, Lines Of Credit, Financial Modeling, Mutual Funds, Asset Allocation, Equities, Fixed Annuities, Private Equity, Financial Markets, Deposits, Alternative Investments, Capital Markets, Series 7, Series 63, Estate Planning, FINRA, Asset Managment
Education
Winona State University 1983 — 1987
Bachelor of Science (B.S.), Business Administration / Marketing
University of Minnesota-Twin Cities 1980 — 1982
College of Liberal Arts (Coursework)
United States Institute of Peace
Certificate: Conflict Analysis
Waterford Group Consulting December 2011 - Present
Unity Banks February 2013 - Present
BNP Paribas Bank of the West August 2008 - November 2011
TCF Bank 2005 - 2008
Wells Fargo Private Client Services 2002 - 2005
UBS 2000 - 2002
Piper Jaffray 1996 - 2000
Various Banking Positions 1986 - 1996
Skills
Investments, Banking, Loans, Commercial Banking, Private Banking, Wealth Management, Credit, Commercial Lending, Small Business Lending, Credit Analysis, Consumer Lending, Strategic Financial..., Financial Services, Retirement Planning, Credit Risk, Mortgage Lending, Wealth Management..., Retail Banking, Loan Origination, Financial Analysis, Investment Advisory, Financial Advisory, Bonds, Underwriting, High Net Worth..., Investment Strategies, Commercial Mortgages, Financial Risk, Banking Relationships, Trade Finance, Investment Management, Relationship Management, Insurance, Fixed Income, Lines Of Credit, Financial Modeling, Mutual Funds, Asset Allocation, Equities, Fixed Annuities, Private Equity, Financial Markets, Deposits, Alternative Investments, Capital Markets, Series 7, Series 63, Estate Planning, FINRA, Asset Managment
Education
Winona State University 1983 — 1987
Bachelor of Science (B.S.), Business Administration / Marketing
University of Minnesota-Twin Cities 1980 — 1982
College of Liberal Arts (Coursework)
United States Institute of Peace
Certificate: Conflict Analysis
Michelle Quevedo Nordin Michelle Quevedo Nordin's Piper Jaffray Experience August 1999 - August 2001
Job Therapeutic Massage Therapist
Industry Health, Wellness and Fitness
Experience
Arience Massage January 2015 - August 2015
Fusion Life Spa November 2013 - December 2014
Equinox April 2012 - July 2013
Equinox May 2012 - November 2012
Life Time Fitness January 2011 - December 2011
Life Time Fitness March 2010 - January 2011
Life Time Fitness March 2004 - May 2010
Claddagh Irish Pub November 2002 - March 2006
Whimzy Kidz September 2001 - December 2002
Piper Jaffray August 1999 - August 2001
Skills
Therapeutic Massage, Wellness, Pain Management, Chronic Pain, Customer Service, Prenatal Care, Wellbeing, Trigger Point Therapy, Deep Tissue Massage, Back Pain, Swedish, Injury, Headaches, Rehabilitation, Stress, Management, Leadership, Training, Recruiting, Mentoring, Interviews, Payroll, Research
Education
Center Point Massage and Shiatsu School 2003 — 2004
Certified Massage Therapist, Massage Therapy
University of Minnesota-Twin Cities 1996 — 1999
B.S., Child Psychology
Arience Massage January 2015 - August 2015
Fusion Life Spa November 2013 - December 2014
Equinox April 2012 - July 2013
Equinox May 2012 - November 2012
Life Time Fitness January 2011 - December 2011
Life Time Fitness March 2010 - January 2011
Life Time Fitness March 2004 - May 2010
Claddagh Irish Pub November 2002 - March 2006
Whimzy Kidz September 2001 - December 2002
Piper Jaffray August 1999 - August 2001
Skills
Therapeutic Massage, Wellness, Pain Management, Chronic Pain, Customer Service, Prenatal Care, Wellbeing, Trigger Point Therapy, Deep Tissue Massage, Back Pain, Swedish, Injury, Headaches, Rehabilitation, Stress, Management, Leadership, Training, Recruiting, Mentoring, Interviews, Payroll, Research
Education
Center Point Massage and Shiatsu School 2003 — 2004
Certified Massage Therapist, Massage Therapy
University of Minnesota-Twin Cities 1996 — 1999
B.S., Child Psychology
Dmitriy Rozenblat Dmitriy Rozenblat's Piper Jaffray Experience July 2015 - July 2015
Job Investment Banking Intern at Greene Holcomb Fisher
Industry Financial Services
Experience
Greene Holcomb Fisher September 2015 - Present
University of Minnesota September 2014 - August 2015
Piper Jaffray July 2015 - July 2015
University of Minnesota January 2014 - May 2014
Faber & Brand, LLC July 2012 - August 2013
Skills
Microsoft Office, C++, Microsoft Excel, PowerPoint, Research, Statistics
Education
University of Minnesota-Twin Cities 2013 — 2017
Bachelor of Science (BS), Economics, Mathematics, GPA: 3.92/4.00
Rock Bridge High School 2010 — 2013
High School Diploma, GPA: 3.99/4.00
Greene Holcomb Fisher September 2015 - Present
University of Minnesota September 2014 - August 2015
Piper Jaffray July 2015 - July 2015
University of Minnesota January 2014 - May 2014
Faber & Brand, LLC July 2012 - August 2013
Skills
Microsoft Office, C++, Microsoft Excel, PowerPoint, Research, Statistics
Education
University of Minnesota-Twin Cities 2013 — 2017
Bachelor of Science (BS), Economics, Mathematics, GPA: 3.92/4.00
Rock Bridge High School 2010 — 2013
High School Diploma, GPA: 3.99/4.00
Bill Hickerson Bill Hickerson's Piper Jaffray Experience 1991 - 1994
Job Sr Vice President at Advance Capital Management
Industry Financial Services
Experience
Advance Capital Management July 1999 - Present
Piper Jaffray 1991 - 1994
Skills
Investments, Investment Advisory, Financial Services, Asset Allocation, Capital, Mutual Funds, Series 7, Series 63, Equities, Wealth Management, Retirement, Retirement Planning, Securities, Investment Strategies, Asset Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Economics
Advance Capital Management July 1999 - Present
Piper Jaffray 1991 - 1994
Skills
Investments, Investment Advisory, Financial Services, Asset Allocation, Capital, Mutual Funds, Series 7, Series 63, Equities, Wealth Management, Retirement, Retirement Planning, Securities, Investment Strategies, Asset Management
Education
University of Minnesota-Twin Cities 1986 — 1991
Economics
Christopher Morse's Piper Jaffray Experience June 2015 - Present
Job Merchant Banking Analyst at Piper Jaffray
Industry Venture Capital & Private Equity
Experience
Piper Jaffray June 2015 - Present
Fidelity Investments May 2014 - August 2014
Kerburn Rose June 2013 - August 2013
Skills
Banking, Retail Banking, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Financial Modeling, M&A analysis, Leveraged Finance, DCF, LBO, Mergers & Acquisitions, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance (B.S.) & Economics (B.S.), GPA Major/Overall: 3.70/3.42
Piper Jaffray June 2015 - Present
Fidelity Investments May 2014 - August 2014
Kerburn Rose June 2013 - August 2013
Skills
Banking, Retail Banking, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Office, Outlook, PowerPoint, Analysis, Financial Modeling, M&A analysis, Leveraged Finance, DCF, LBO, Mergers & Acquisitions, Public Speaking
Education
University of North Carolina at Wilmington 2011 — 2015
Undergraduate, Finance (B.S.) & Economics (B.S.), GPA Major/Overall: 3.70/3.42
Melissa Hoffbeck's Piper Jaffray Experience January 2001 - November 2001
Job Manager IT Finance at Best Buy
Industry Outsourcing/Offshoring
Experience
Best Buy May 2013 - Present
Best Buy August 2012 - May 2013
Stream Global Services August 2011 - June 2012
General Mills April 2010 - August 2011
General Mills May 2008 - April 2010
Long Lake Partners, LLC a MoneyGram International Company May 2006 - April 2008
Lazard Middle Market (fka Goldsmith, Agio, Helms) September 2002 - February 2006
Willis Re May 2002 - September 2002
Piper Jaffray January 2001 - November 2001
Skills
Analysis, Financial Reporting, Portfolio Management, Investments, Equities, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Forecasting, Microsoft Office, Organizing, Qualitative Research, Team Leadership, Budgets, Strategic Financial..., Risk Management, Finance, Management, Strategic Planning, Cross-functional Team..., Financial Risk, Mergers & Acquisitions, Leadership, Managerial Finance, Accounting, Pricing, Valuation, Business Development
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
BS, Applied Economics - College of Agriculture, Food, and Environmental Science
Best Buy May 2013 - Present
Best Buy August 2012 - May 2013
Stream Global Services August 2011 - June 2012
General Mills April 2010 - August 2011
General Mills May 2008 - April 2010
Long Lake Partners, LLC a MoneyGram International Company May 2006 - April 2008
Lazard Middle Market (fka Goldsmith, Agio, Helms) September 2002 - February 2006
Willis Re May 2002 - September 2002
Piper Jaffray January 2001 - November 2001
Skills
Analysis, Financial Reporting, Portfolio Management, Investments, Equities, Financial Modeling, Financial Analysis, Financial Planning, Budgeting, Forecasting, Microsoft Office, Organizing, Qualitative Research, Team Leadership, Budgets, Strategic Financial..., Risk Management, Finance, Management, Strategic Planning, Cross-functional Team..., Financial Risk, Mergers & Acquisitions, Leadership, Managerial Finance, Accounting, Pricing, Valuation, Business Development
Education
University of Saint Thomas - School of Business 2008 — 2010
MBA, Finance
University of Minnesota-Twin Cities 1996 — 2000
BS, Applied Economics - College of Agriculture, Food, and Environmental Science
Jenny Moe Jenny Moe's Piper Jaffray Experience 2004 - August 2006
Job Corporate Social Responsibility Manager at Target
Industry Retail
Experience
Target June 2015 - Present
Target October 2012 - Present
Target August 2006 - October 2012
Piper Jaffray 2004 - August 2006
Catholic Charities of St. Paul and Mpls 2004 - 2006
Children's World 2002 - 2004
Skills
Community Relations, Non-profits, Program Management, Volunteer Management, Teaching, Event Planning, Event Management, Community Development, Nonprofits, Community Outreach, Fundraising, Public Speaking, Project Management, Grants, Social Media, Grant Writing, Strategic Communications, Program Development, Public Relations, Philanthropy
Education
University of Minnesota-Twin Cities
University of St. Thomas
Elementary Education
Target June 2015 - Present
Target October 2012 - Present
Target August 2006 - October 2012
Piper Jaffray 2004 - August 2006
Catholic Charities of St. Paul and Mpls 2004 - 2006
Children's World 2002 - 2004
Skills
Community Relations, Non-profits, Program Management, Volunteer Management, Teaching, Event Planning, Event Management, Community Development, Nonprofits, Community Outreach, Fundraising, Public Speaking, Project Management, Grants, Social Media, Grant Writing, Strategic Communications, Program Development, Public Relations, Philanthropy
Education
University of Minnesota-Twin Cities
University of St. Thomas
Elementary Education
Kim Kawatra Kim Kawatra's Piper Jaffray Experience June 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2014 - Present
Carlson School of Management January 2013 - May 2014
Wells Fargo May 2013 - August 2013
Piper Jaffray May 2012 - August 2012
Stony Brook University May 2011 - August 2011
University of Minnesota January 2010 - May 2010
Skills
Matlab, Excel, Microsoft Excel, Biomedical Engineering, Analysis, Financial Analysis, Research, Programming, Statistics, Leadership, Teamwork
Education
University of Minnesota-Twin Cities 2009 — 2014
Bachelor's of Science, Biomedical Engineering, Finance, 3.885
Piper Jaffray June 2014 - Present
Carlson School of Management January 2013 - May 2014
Wells Fargo May 2013 - August 2013
Piper Jaffray May 2012 - August 2012
Stony Brook University May 2011 - August 2011
University of Minnesota January 2010 - May 2010
Skills
Matlab, Excel, Microsoft Excel, Biomedical Engineering, Analysis, Financial Analysis, Research, Programming, Statistics, Leadership, Teamwork
Education
University of Minnesota-Twin Cities 2009 — 2014
Bachelor's of Science, Biomedical Engineering, Finance, 3.885
Kevin Ellich Kevin Ellich's Piper Jaffray Experience April 2011 - Present
Job Principal / Sr. Research Analyst at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray April 2011 - Present
Collins Stewart January 2011 - April 2011
RBC Capital Markets December 2006 - December 2010
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Series 7, Bloomberg, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Fixed Income, Private Equity
Education
University of Minnesota-Twin Cities
Piper Jaffray April 2011 - Present
Collins Stewart January 2011 - April 2011
RBC Capital Markets December 2006 - December 2010
Skills
Equity Research, Equities, Equity Valuation, Valuation, Financial Modeling, Investments, Series 7, Bloomberg, Capital Markets, Hedge Funds, Investment Banking, Portfolio Management, Asset Managment, Fixed Income, Private Equity
Education
University of Minnesota-Twin Cities
David Betz, CRPS David Betz, CRPS's Piper Jaffray Experience October 1999 - August 2006
Job Senior Vice PresidentWealth Management at UBS**
Industry Investment Management
Experience
UBS Wealth Management October 1999 - Present
Piper Jaffray October 1999 - August 2006
John G Kinnard September 1989 - October 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
BA Economics
Tartan High 1974 — 1980
tranny
UBS Wealth Management October 1999 - Present
Piper Jaffray October 1999 - August 2006
John G Kinnard September 1989 - October 1999
Education
University of Minnesota-Twin Cities 1979 — 1984
BA Economics
Tartan High 1974 — 1980
tranny
Becky Cory AAMS® Becky Cory AAMS®'s Piper Jaffray Experience July 2000 - October 2006
Job Vice PresidentInvestment Officer at Cory Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Cory Financial Group of Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities (a predecessor firm of Wells Fargo Advisors, LLC) October 2006 - May 2009
Piper Jaffray July 2000 - October 2006
RBC Dain Rauscher December 1991 - July 2000
Morgan Stanley May 1983 - December 1991
Skills
Retirement Planning, Financial Advisory
Education
University of Nebraska-Lincoln 1964 — 1967
BS BA, Education
Cory Financial Group of Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities (a predecessor firm of Wells Fargo Advisors, LLC) October 2006 - May 2009
Piper Jaffray July 2000 - October 2006
RBC Dain Rauscher December 1991 - July 2000
Morgan Stanley May 1983 - December 1991
Skills
Retirement Planning, Financial Advisory
Education
University of Nebraska-Lincoln 1964 — 1967
BS BA, Education
Lisa Rash Lisa Rash's Piper Jaffray Experience November 1996 - August 2003
Job Client Associate at Merrill Lynch Private Wealth Management
Industry Financial Services
Experience
Merrill Lynch Private Wealth Management September 2012 - Present
Wells Fargo Home Mortgage January 2010 - March 2012
Piper Jaffray November 1996 - August 2003
Education
University of Minnesota-Twin Cities
Bachelor of Science
Merrill Lynch Private Wealth Management September 2012 - Present
Wells Fargo Home Mortgage January 2010 - March 2012
Piper Jaffray November 1996 - August 2003
Education
University of Minnesota-Twin Cities
Bachelor of Science
Brett Abe Abrahamson Brett Abe Abrahamson's Piper Jaffray Experience May 2000 - September 2004
Job Dairy Trader at North Central Companies
Industry Dairy
Experience
North Central Companies August 2008 - Present
Mckinley Finance March 2007 - July 2008
Think Equity Partners October 2004 - March 2007
Piper Jaffray May 2000 - September 2004
Skills
Sales, Strategic Planning, Financial Analysis, Marketing, Business Strategy, Strategic Financial..., Trading, Equities, Forecasting, Management, Talent Management, Finance, Mergers & Acquisitions, Investments
Education
University of Minnesota-Twin Cities 1993 — 1998
North Central Companies August 2008 - Present
Mckinley Finance March 2007 - July 2008
Think Equity Partners October 2004 - March 2007
Piper Jaffray May 2000 - September 2004
Skills
Sales, Strategic Planning, Financial Analysis, Marketing, Business Strategy, Strategic Financial..., Trading, Equities, Forecasting, Management, Talent Management, Finance, Mergers & Acquisitions, Investments
Education
University of Minnesota-Twin Cities 1993 — 1998
Phil Soran Phil Soran's Piper Jaffray Experience 2013 - Present
Job Cofounder, Executive Chairman at Vidku
Industry Philanthropy
Experience
Vidku 2014 - Present
SPS Commerce 2013 - Present
Piper Jaffray 2013 - Present
HelpSystems, LLC 2012 - Present
Hutchinson Technology Inc. 2011 - Present
Compellent 2002 - 2012
Xiotech 1995 - 2001
Skills
Business Analysis, Virtualization, Strategic Planning, Project Management, Education, Team Leadership, Solution Selling, SaaS, Strategy, Business Strategy, IPO, Leadership, Business Development, Cloud Computing, Early-stage Startups, Venture Capital, Enterprise Software, Java, Going Public, New Business Development, Humanitarian Assistance, Teacher Mentoring, Entrepreneurship, Building World Class..., Caring, Salesforce.com, Board of Directors, Business Innovation, Dynamic Positioning, Venture Philanthropy, Advisory Boards, Product Management, Mentoring, Social Accountability, Philanthropy, Life Coaching, Start-up Ventures, Positive Team Player, Storage Virtualization
Education
University of Northern Colorado 1974 — 1978
Bachelor of Arts (B.A.), Mathematics Teacher Education
Vidku 2014 - Present
SPS Commerce 2013 - Present
Piper Jaffray 2013 - Present
HelpSystems, LLC 2012 - Present
Hutchinson Technology Inc. 2011 - Present
Compellent 2002 - 2012
Xiotech 1995 - 2001
Skills
Business Analysis, Virtualization, Strategic Planning, Project Management, Education, Team Leadership, Solution Selling, SaaS, Strategy, Business Strategy, IPO, Leadership, Business Development, Cloud Computing, Early-stage Startups, Venture Capital, Enterprise Software, Java, Going Public, New Business Development, Humanitarian Assistance, Teacher Mentoring, Entrepreneurship, Building World Class..., Caring, Salesforce.com, Board of Directors, Business Innovation, Dynamic Positioning, Venture Philanthropy, Advisory Boards, Product Management, Mentoring, Social Accountability, Philanthropy, Life Coaching, Start-up Ventures, Positive Team Player, Storage Virtualization
Education
University of Northern Colorado 1974 — 1978
Bachelor of Arts (B.A.), Mathematics Teacher Education
Ted Willems Ted Willems's Piper Jaffray Experience 2015 - Present
Job Associate Consumer Investment Banking at Piper Jaffray
Industry Retail
Experience
Piper Jaffray 2015 - Present
Target 2013 - 2015
Best Buy 2011 - 2013
Best Buy May 2010 - August 2010
Cherry Tree March 2007 - August 2009
Skills
Business Strategy, Financial Analysis, Project Finance, Corporate Finance, Business Analysis, Business Management, Corporate Advisory, Investment Banking, Financial Modeling, Mergers, Due Diligence, Private Equity, Business Valuation, Strategic Planning, Valuation, Investments, Management
Education
University of Minnesota-Twin Cities
BA, Economics
University of Wisconsin-Madison
MBA, Finance
Piper Jaffray 2015 - Present
Target 2013 - 2015
Best Buy 2011 - 2013
Best Buy May 2010 - August 2010
Cherry Tree March 2007 - August 2009
Skills
Business Strategy, Financial Analysis, Project Finance, Corporate Finance, Business Analysis, Business Management, Corporate Advisory, Investment Banking, Financial Modeling, Mergers, Due Diligence, Private Equity, Business Valuation, Strategic Planning, Valuation, Investments, Management
Education
University of Minnesota-Twin Cities
BA, Economics
University of Wisconsin-Madison
MBA, Finance
Robert Turner, PHR's Piper Jaffray Experience October 2009 - May 2010
Job Corporate Recruiter at Best Buy
Industry Human Resources
Experience
Best Buy March 2015 - Present
3M November 2010 - March 2015
RBA, Inc. (acquired Ratchet, Inc) May 2010 - October 2010
Piper Jaffray October 2009 - May 2010
Kelly Engineering Resources March 2009 - August 2009
UnitedHealth Group August 2006 - September 2008
Target Corp. March 2004 - August 2006
Skills
Talent Acquisition, Recruiting, Sourcing, Human Resources, Talent Management, Training, Leadership, Succession Planning, Employee Relations, Strategy, Personnel Management, Interviews, Management, Coaching, Hiring
Education
HRCI, Human Resources Certification Institute 2010 — 2016
PHR
University of Minnesota-Twin Cities 2009 — 2009
Bachelor of Arts (BA)
University of Minnesota-Twin Cities 2000 — 2004
Bachelors
Best Buy March 2015 - Present
3M November 2010 - March 2015
RBA, Inc. (acquired Ratchet, Inc) May 2010 - October 2010
Piper Jaffray October 2009 - May 2010
Kelly Engineering Resources March 2009 - August 2009
UnitedHealth Group August 2006 - September 2008
Target Corp. March 2004 - August 2006
Skills
Talent Acquisition, Recruiting, Sourcing, Human Resources, Talent Management, Training, Leadership, Succession Planning, Employee Relations, Strategy, Personnel Management, Interviews, Management, Coaching, Hiring
Education
HRCI, Human Resources Certification Institute 2010 — 2016
PHR
University of Minnesota-Twin Cities 2009 — 2009
Bachelor of Arts (BA)
University of Minnesota-Twin Cities 2000 — 2004
Bachelors
Steven Jaciuk Steven Jaciuk's Piper Jaffray Experience April 2014 - August 2014
Job Incoming Business Analyst at Target Corporation
Industry Management Consulting
Experience
University of Minnesota September 2011 - April 2015
Piper Jaffray April 2014 - August 2014
Swiss Turners Gymnastics Academy June 2007 - July 2012
Skills
Leadership, Teamwork, Time Management, Microsoft Office, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Competition, Applied Economics, Social Networking, Management
Education
University of Minnesota-Twin Cities 2011 — 2015
College of Continuing Education - Bachelor of Science (B.S.), Finance and Applied Economics, Graduated
University of Minnesota September 2011 - April 2015
Piper Jaffray April 2014 - August 2014
Swiss Turners Gymnastics Academy June 2007 - July 2012
Skills
Leadership, Teamwork, Time Management, Microsoft Office, Financial Analysis, Microsoft Excel, Data Analysis, Bloomberg Terminal, Competition, Applied Economics, Social Networking, Management
Education
University of Minnesota-Twin Cities 2011 — 2015
College of Continuing Education - Bachelor of Science (B.S.), Finance and Applied Economics, Graduated
Mary (Baniak) Marion's Piper Jaffray Experience 2004 - 2006
Job Vice President, Wealth Management Digital (Online and Mobile)
Industry Financial Services
Experience
U.S. Bank March 2010 - Present
University of St. Thomas February 2008 - March 2010
Kingclicks April 2003 - March 2010
Piper Jaffray 2004 - 2006
US Bancorp 1998 - 2004
Piper Jaffray 1990 - 1998
Skills
Program Management, Product Management, Marketing, Cross-functional Team..., Strategy, Product Development, Leadership, Project Planning, Product Launch, Wealth Management, Web Strategy, Mobile Applications, Investments, Strategic Planning, Portfolio Management, Business Analysis, Financial Services, Risk Management, Management
Education
University of St. Thomas - Opus College of Business 2009 — 2009
Certificate in Project Management
University of St. Thomas - Opus College of Business 1991 — 1995
MBA, Finance
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science, Economics
U.S. Bank March 2010 - Present
University of St. Thomas February 2008 - March 2010
Kingclicks April 2003 - March 2010
Piper Jaffray 2004 - 2006
US Bancorp 1998 - 2004
Piper Jaffray 1990 - 1998
Skills
Program Management, Product Management, Marketing, Cross-functional Team..., Strategy, Product Development, Leadership, Project Planning, Product Launch, Wealth Management, Web Strategy, Mobile Applications, Investments, Strategic Planning, Portfolio Management, Business Analysis, Financial Services, Risk Management, Management
Education
University of St. Thomas - Opus College of Business 2009 — 2009
Certificate in Project Management
University of St. Thomas - Opus College of Business 1991 — 1995
MBA, Finance
University of Minnesota-Twin Cities 1984 — 1988
Bachelor of Science, Economics
Andrew Schaal's Piper Jaffray Experience July 2000 - December 2000
Job Treasury Analyst at The Mosaic Company
Industry Mining & Metals
Experience
The Mosaic Company October 2013 - Present
The Mosaic Company March 2012 - October 2013
Land O'Lakes May 2007 - March 2012
US BioEnergy Corporation December 2006 - April 2007
AgriBank, FCB February 2002 - December 2006
Farm Credit Leasing January 2001 - February 2002
Piper Jaffray July 2000 - December 2000
Piper Jaffray May 1999 - July 2000
US Bank 1997 - 1999
Skills
Cash Management, Treasury, Treasury Management, Process Improvement, Sarbanes-Oxley Act
Education
University of Minnesota-Twin Cities
Bachelor of Science
Edison High School
The Mosaic Company October 2013 - Present
The Mosaic Company March 2012 - October 2013
Land O'Lakes May 2007 - March 2012
US BioEnergy Corporation December 2006 - April 2007
AgriBank, FCB February 2002 - December 2006
Farm Credit Leasing January 2001 - February 2002
Piper Jaffray July 2000 - December 2000
Piper Jaffray May 1999 - July 2000
US Bank 1997 - 1999
Skills
Cash Management, Treasury, Treasury Management, Process Improvement, Sarbanes-Oxley Act
Education
University of Minnesota-Twin Cities
Bachelor of Science
Edison High School
Jeffrey Genrich, CFA's Piper Jaffray Experience November 1998 - Present
Job Equity Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray November 1998 - Present
Skills
Equities, Capital Markets
Education
University of Minnesota-Twin Cities
Batchelor of the Arts, Philosophy and Economics
Piper Jaffray November 1998 - Present
Skills
Equities, Capital Markets
Education
University of Minnesota-Twin Cities
Batchelor of the Arts, Philosophy and Economics
Steve Chappell, RPA, AIF's Piper Jaffray Experience 2003 - 2006
Job Institutional Relationship Consultant at Securian Retirement Distributors
Industry Financial Services
Experience
Securian Retirement Distributors 2015 - Present
Securian Retirement Distributors 2008 - 2015
Piper Jaffray 2003 - 2006
Education
University of Minnesota-Twin Cities 1998 — 2002
BA, Political Science and Economics
Securian Retirement Distributors 2015 - Present
Securian Retirement Distributors 2008 - 2015
Piper Jaffray 2003 - 2006
Education
University of Minnesota-Twin Cities 1998 — 2002
BA, Political Science and Economics
Melanie Jameson's Piper Jaffray Experience 1994 - 1999
Job Experienced professional in many areas of Financial Services and Business Development.
Industry Financial Services
Experience
Performensation Consulting April 2009 - Present
Virtual Conference Partners, LLC September 2009 - August 2013
Thompson National Properties, LLC August 2010 - November 2010
AIG SunAmerica October 2004 - April 2009
AXA Financial 2000 - 2004
AXA Distributors 1999 - 2000
USBank - First American Asset Management 1997 - 1999
Piper Jaffray 1994 - 1999
Skills
Business Development, Sales Process, Business Planning, Management, Mutual Funds, New Business Development, Relationship Management, Sales Management, Account Management, Sales, Investments, Marketing, Insurance, Territory Management, Sales Force Development, Business Strategy, Sales Presentations, Marketing Strategy, Leadership, Product Management, Strategy, Selling, Financial Services, Strategic Planning, Coaching, Project Management, Business Analysis, Direct Marketing, Management Consulting, Product Launch, Consulting, Lead Generation, Market Planning, Strategic Partnerships, Product Marketing, Market Research, Solution Selling, Market Analysis, Key Account Management, Marketing Management, Start-ups, Salesforce.com, Sales Operations, Mergers & Acquisitions, Entrepreneurship, Team Management, Direct Sales, Executive Management, CRM, SaaS
Education
University of Nebraska-Lincoln 1987 — 1993
Bachelor's degree, Economics
Performensation Consulting April 2009 - Present
Virtual Conference Partners, LLC September 2009 - August 2013
Thompson National Properties, LLC August 2010 - November 2010
AIG SunAmerica October 2004 - April 2009
AXA Financial 2000 - 2004
AXA Distributors 1999 - 2000
USBank - First American Asset Management 1997 - 1999
Piper Jaffray 1994 - 1999
Skills
Business Development, Sales Process, Business Planning, Management, Mutual Funds, New Business Development, Relationship Management, Sales Management, Account Management, Sales, Investments, Marketing, Insurance, Territory Management, Sales Force Development, Business Strategy, Sales Presentations, Marketing Strategy, Leadership, Product Management, Strategy, Selling, Financial Services, Strategic Planning, Coaching, Project Management, Business Analysis, Direct Marketing, Management Consulting, Product Launch, Consulting, Lead Generation, Market Planning, Strategic Partnerships, Product Marketing, Market Research, Solution Selling, Market Analysis, Key Account Management, Marketing Management, Start-ups, Salesforce.com, Sales Operations, Mergers & Acquisitions, Entrepreneurship, Team Management, Direct Sales, Executive Management, CRM, SaaS
Education
University of Nebraska-Lincoln 1987 — 1993
Bachelor's degree, Economics
Greg Dawkins's Piper Jaffray Experience July 2008 - Present
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2008 - Present
Jefferies & Company March 2005 - June 2008
Cowen & Company 2002 - 2005
Robertson Stephens 2001 - 2002
Prudential Securities 1998 - 2001
Ernst & Young 1993 - 1996
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Chaminade High School 1985 — 1989
Piper Jaffray July 2008 - Present
Jefferies & Company March 2005 - June 2008
Cowen & Company 2002 - 2005
Robertson Stephens 2001 - 2002
Prudential Securities 1998 - 2001
Ernst & Young 1993 - 1996
Education
University of Virginia - Darden Graduate School of Business Administration 1996 — 1998
MBA
University of Notre Dame 1989 — 1993
Bachelor of Business Administration (B.B.A.), Accounting
Chaminade High School 1985 — 1989
Ryan Steensland's Piper Jaffray Experience 1997 - 2003
Job Principal Envoi, LLC
Industry Financial Services
Experience
Envoi, LLC July 2006 - Present
Crosswater January 2004 - June 2006
Piper Jaffray 1997 - 2003
Education
University of Minnesota-Twin Cities 1987 — 1992
Envoi, LLC July 2006 - Present
Crosswater January 2004 - June 2006
Piper Jaffray 1997 - 2003
Education
University of Minnesota-Twin Cities 1987 — 1992
Todd Vucenich's Piper Jaffray Experience June 1990 - October 2005
Job Senior Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells FargoAdvisors LLC October 2005 - Present
Piper Jaffray June 1990 - October 2005
Education
University of Minnesota-Twin Cities 1985 — 1989
Wells FargoAdvisors LLC October 2005 - Present
Piper Jaffray June 1990 - October 2005
Education
University of Minnesota-Twin Cities 1985 — 1989
Dale Haataja's Piper Jaffray Experience June 1997 - July 1998
Job Director at Visa
Industry Information Technology and Services
Experience
Visa May 2013 - Present
Visa February 2002 - Present
Franklin Templeton Investments September 2000 - February 2002
Best Buy November 1999 - August 2000
The Toro Company September 1999 - November 1999
Freightliner July 1999 - September 1999
U.S. Bank March 1999 - July 1999
ReliaStar Corp. July 1998 - March 1999
Piper Jaffray June 1997 - July 1998
Tandy Corporation September 1996 - June 1997
Skills
System Deployment, Enterprise Architecture, Active Directory, SCCM, Security, Integration, VMware, HP Proliant, Virtualization, Cloud Computing, System Administration, Disaster Recovery, Citrix, Server Architecture, Data Center, IIS, Powershell, Unix, Storage, Microsoft Technologies, Microsoft SQL Server, Windows Server, Operating Systems, TCP/IP, IT Management, Vendor Management, Computer Security, vSphere, VBScript, VMware Infrastructure, IT Strategy, Servers, High Availability, Enterprise Software
Education
University of Minnesota-Twin Cities
Visa May 2013 - Present
Visa February 2002 - Present
Franklin Templeton Investments September 2000 - February 2002
Best Buy November 1999 - August 2000
The Toro Company September 1999 - November 1999
Freightliner July 1999 - September 1999
U.S. Bank March 1999 - July 1999
ReliaStar Corp. July 1998 - March 1999
Piper Jaffray June 1997 - July 1998
Tandy Corporation September 1996 - June 1997
Skills
System Deployment, Enterprise Architecture, Active Directory, SCCM, Security, Integration, VMware, HP Proliant, Virtualization, Cloud Computing, System Administration, Disaster Recovery, Citrix, Server Architecture, Data Center, IIS, Powershell, Unix, Storage, Microsoft Technologies, Microsoft SQL Server, Windows Server, Operating Systems, TCP/IP, IT Management, Vendor Management, Computer Security, vSphere, VBScript, VMware Infrastructure, IT Strategy, Servers, High Availability, Enterprise Software
Education
University of Minnesota-Twin Cities
Jay Larson's Piper Jaffray Experience June 1997 - June 1998
Job Technology Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 2000 - Present
Wells Fargo August 1998 - January 2000
Piper Jaffray June 1997 - June 1998
Skills
SDLC, Banking, Vendor Management, Business Requirements, NDM, Business Analysis, Data Warehousing, Autosys, Risk Management, Requirements Gathering, Visio, Financial Services, Management, IT Management, Wealth Management, Change Management, Leadership, Business Process...
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Arts (BA), Economics
Orono High School 1980 — 1983
Wells Fargo January 2000 - Present
Wells Fargo August 1998 - January 2000
Piper Jaffray June 1997 - June 1998
Skills
SDLC, Banking, Vendor Management, Business Requirements, NDM, Business Analysis, Data Warehousing, Autosys, Risk Management, Requirements Gathering, Visio, Financial Services, Management, IT Management, Wealth Management, Change Management, Leadership, Business Process...
Education
University of Minnesota-Twin Cities 1984 — 1989
Bachelor of Arts (BA), Economics
Orono High School 1980 — 1983
Jack Crowe's Piper Jaffray Experience 2001 - 2006
Job Health Care/Financial Services IT Practices Professional
Industry Information Technology and Services
Experience
UnitedHealth Group 2007 - October 2010
United Healthcare November 2006 - October 2010
Piper Jaffray 2001 - 2006
USBank January 1979 - April 2001
US Bank 1979 - 2001
Skills
Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Requirements Gathering, SharePoint, Program Management, Visio, Business Requirements, Project Management, Disaster Recovery
Education
University of Wisconsin-Madison 1983 — 1986
Bank Administration
University of Minnesota-Twin Cities 1969 — 1972
UnitedHealth Group 2007 - October 2010
United Healthcare November 2006 - October 2010
Piper Jaffray 2001 - 2006
USBank January 1979 - April 2001
US Bank 1979 - 2001
Skills
Vendor Management, Business Analysis, SDLC, Process Improvement, Requirements Analysis, Requirements Gathering, SharePoint, Program Management, Visio, Business Requirements, Project Management, Disaster Recovery
Education
University of Wisconsin-Madison 1983 — 1986
Bank Administration
University of Minnesota-Twin Cities 1969 — 1972
Scott Palcich's Piper Jaffray Experience April 2000 - November 2002
Job Senior Vice President at FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets May 2004 - Present
Allianz Life June 2003 - May 2004
Piper Jaffray April 2000 - November 2002
U.S. Bancorp 1995 - 2000
Skills
Investments, Valuation, Equity Research, Equities, Capital Markets, Finance, Investment Banking, Financial Modeling, Series 7, Bloomberg, Hedge Funds, Corporate Finance, Financial Analysis, Portfolio Management, Private Equity, Trading
Education
University of Minnesota-Twin Cities 1994 — 1996
B.S, Business - Finance
FBR Capital Markets May 2004 - Present
Allianz Life June 2003 - May 2004
Piper Jaffray April 2000 - November 2002
U.S. Bancorp 1995 - 2000
Skills
Investments, Valuation, Equity Research, Equities, Capital Markets, Finance, Investment Banking, Financial Modeling, Series 7, Bloomberg, Hedge Funds, Corporate Finance, Financial Analysis, Portfolio Management, Private Equity, Trading
Education
University of Minnesota-Twin Cities 1994 — 1996
B.S, Business - Finance
Brandy Gerth's Piper Jaffray Experience 2005 - 2006
Job AVP, Digital Strategy & Engagement at U.S. Bank
Industry Financial Services
Experience
US Bank September 2006 - Present
Piper Jaffray 2005 - 2006
The Honeymoon September 2003 - September 2005
Northestern Travel Management-Leisure Division April 1999 - September 2002
Skills
Email Marketing, Competitive Analysis, Product Management, Web Analytics, Web Project Management, Project Implementation, Employee Management, Requirements Analysis, Business Requirements, Strategic Planning, E-commerce, Project Management, Marketing Management, Payments, Credit Cards, Marketing Communications, Online Marketing, Marketing Strategy, Digital Marketing, Internet Banking
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), Journalism & Mass Communication - PR Emphasis
University of Wisconsin-La Crosse 1994 — 1995
US Bank September 2006 - Present
Piper Jaffray 2005 - 2006
The Honeymoon September 2003 - September 2005
Northestern Travel Management-Leisure Division April 1999 - September 2002
Skills
Email Marketing, Competitive Analysis, Product Management, Web Analytics, Web Project Management, Project Implementation, Employee Management, Requirements Analysis, Business Requirements, Strategic Planning, E-commerce, Project Management, Marketing Management, Payments, Credit Cards, Marketing Communications, Online Marketing, Marketing Strategy, Digital Marketing, Internet Banking
Education
University of Minnesota-Twin Cities 1996 — 1998
Bachelor of Arts (B.A.), Journalism & Mass Communication - PR Emphasis
University of Wisconsin-La Crosse 1994 — 1995
Paul Petersen's Piper Jaffray Experience 1995 - 2006
Job Department Manager at USBank
Industry Financial Services
Experience
USBank October 2006 - Present
Piper Jaffray 1995 - 2006
Education
University of Minnesota-Twin Cities 1990 — 1995
USBank October 2006 - Present
Piper Jaffray 1995 - 2006
Education
University of Minnesota-Twin Cities 1990 — 1995
Robb Gilman's Piper Jaffray Experience 1976 - 1996
Job Presidident at Gilman Investment Research Co.
Industry Investment Management
Experience
Gilman Investment Research Co. January 1999 - Present
Piper Jaffray 1976 - 1996
Skills
Investments, Series 7, Equities, Hedge Funds, Capital Markets, Portfolio Management, Business Strategy, Strategic Planning, Start-ups, Business Development, New Business Development, Management
Education
University of Minnesota-Twin Cities 1972 — 1976
Liberal arts
Gilman Investment Research Co. January 1999 - Present
Piper Jaffray 1976 - 1996
Skills
Investments, Series 7, Equities, Hedge Funds, Capital Markets, Portfolio Management, Business Strategy, Strategic Planning, Start-ups, Business Development, New Business Development, Management
Education
University of Minnesota-Twin Cities 1972 — 1976
Liberal arts
David G. Sparks, CFA's Piper Jaffray Experience July 1990 - December 1996
Job Owner, Heartwood Investments, Inc.
Industry Investment Management
Experience
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Heartwood Investments, Inc. October 2007 - Present
CFA Institute 1999 - 2013
University of Northern Iowa August 2007 - May 2009
Wells Fargo Investments April 2001 - June 2007
University of Northern Iowa 1997 - 2007
Securities Corporation of Iowa December 1996 - April 2001
Piper Jaffray July 1990 - December 1996
Blunt Ellis & Loewi, Inc February 1979 - July 1990
Blackhawk Broadcasting April 1972 - August 1978
Skills
Investments, Finance, Public Speaking, Fundraising, Nonprofits, Event Planning, Research, Asset Management
Education
University of Northern Iowa 1979 — 1985
BA, Communications
CFA Institute
CFA Charter, Investment management and research
Matt O'Donnell's Piper Jaffray Experience July 2015 - Present
Job Associate at Piper Jaffray
Industry Banking
Experience
Piper Jaffray July 2015 - Present
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
University of Missouri-Columbia, College of Business 2002 — 2006
Piper Jaffray July 2015 - Present
Education
Washington University in St. Louis - Olin Business School 2008 — 2011
University of Missouri-Columbia, College of Business 2002 — 2006
Bob Zellinger's Piper Jaffray Experience January 1995 - January 2001
Job Realtor at Edina Realty
Industry Real Estate
Experience
Edina Realty January 2001 - Present
Piper Jaffray January 1995 - January 2001
Skills
Sellers, Short Sales, SFR, Buyers, Existing Home Sales, Graduate Real Estate..., First Time Home Buyers, Real Estate, REO, Residential Homes, Selling, Move Up Buyers, Buyer Representation, Listings, Single Family Homes, Relocation, Construction, Condos, Townhomes, Investors, Referrals, Real Property, Relocation Buyers, Investment Properties, Waterfront, New Homes, Negotiation, Vacation Homes, Real Estate Transactions, Seniors, Luxury, HUD, Seller Representation, Rentals, Home Staging, Listing Homes, National Association of..., Property, Income Properties, New Home Sales, Foreclosures, Real Estate License, FHA, ABR
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor, Urban Planning and Development
Edina Realty January 2001 - Present
Piper Jaffray January 1995 - January 2001
Skills
Sellers, Short Sales, SFR, Buyers, Existing Home Sales, Graduate Real Estate..., First Time Home Buyers, Real Estate, REO, Residential Homes, Selling, Move Up Buyers, Buyer Representation, Listings, Single Family Homes, Relocation, Construction, Condos, Townhomes, Investors, Referrals, Real Property, Relocation Buyers, Investment Properties, Waterfront, New Homes, Negotiation, Vacation Homes, Real Estate Transactions, Seniors, Luxury, HUD, Seller Representation, Rentals, Home Staging, Listing Homes, National Association of..., Property, Income Properties, New Home Sales, Foreclosures, Real Estate License, FHA, ABR
Education
University of Minnesota-Twin Cities 1986 — 1991
Bachelor, Urban Planning and Development
Keith Kleven's Piper Jaffray Experience March 2006 - Present
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2006 - Present
USA Hockey 2000 - December 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Market Research, Excel, Client Communication, Health Care Reform, Fixed Income, Municipal Bonds, Public Finance, Healthcare Banking, Bloomberg, Capital Markets, Corporate Finance, Customer Service, Due Diligence, Finance, Investments, Leadership, Microsoft Excel, Portfolio Management, Sales, Series 7, Strategic Planning, Valuation
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Finance
Piper Jaffray March 2006 - Present
USA Hockey 2000 - December 2010
Skills
Financial Analysis, Financial Modeling, Data Analysis, Market Research, Excel, Client Communication, Health Care Reform, Fixed Income, Municipal Bonds, Public Finance, Healthcare Banking, Bloomberg, Capital Markets, Corporate Finance, Customer Service, Due Diligence, Finance, Investments, Leadership, Microsoft Excel, Portfolio Management, Sales, Series 7, Strategic Planning, Valuation
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.), Finance
Debra Lucke's Piper Jaffray Experience 1989 - 2008
Job Compliance Manager at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Advisors March 2010 - Present
Piper Jaffray 1989 - 2008
Education
University of Minnesota-Twin Cities
Ameriprise Financial Advisors March 2010 - Present
Piper Jaffray 1989 - 2008
Education
University of Minnesota-Twin Cities
Bradley Schumacher's Piper Jaffray Experience February 2005 - Present
Job Business Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray February 2005 - Present
Coon Rapids Andover American Little League 2010 - 2011
Piper Jaffray March 1999 - February 2005
Piper Jaffray January 1997 - June 1999
Education
University of Minnesota-Twin Cities 1987 — 1996
BS, Economics
Irondale
Piper Jaffray February 2005 - Present
Coon Rapids Andover American Little League 2010 - 2011
Piper Jaffray March 1999 - February 2005
Piper Jaffray January 1997 - June 1999
Education
University of Minnesota-Twin Cities 1987 — 1996
BS, Economics
Irondale
John Mau's Piper Jaffray Experience 1998 - 2005
Job Director of Integrated Design at the University of St. Thomas
Industry Marketing and Advertising
Experience
University of St. Thomas 2014 - Present
Studio Q 2012 - 2014
Ameriprise Financial 2010 - 2012
Woodbury Financial Services 2006 - 2009
Piper Jaffray 1998 - 2005
Skills
InDesign, Illustrator, Layout, Adobe Acrobat, Graphics, Creative Strategy, Dreamweaver, Direct Mail, Facebook, Creative Direction, QuarkXPress, Art Direction, Brochures, Integrated Marketing, Marketing Communications, Photoshop, Social Media Marketing, Interaction Design, Corporate Branding, Logo Design, Web Design, Collateral, Brand Development, Email Marketing, Graphic Design, Art, Mac, Adobe Creative Suite, Branding & Identity, Advertising, Corporate Identity, Typography, Social Media, Illustration, HTML, Management, Cross-functional Team..., Microsoft Office, Interactive Marketing, Marketing, Visual Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
University of St. Thomas 2014 - Present
Studio Q 2012 - 2014
Ameriprise Financial 2010 - 2012
Woodbury Financial Services 2006 - 2009
Piper Jaffray 1998 - 2005
Skills
InDesign, Illustrator, Layout, Adobe Acrobat, Graphics, Creative Strategy, Dreamweaver, Direct Mail, Facebook, Creative Direction, QuarkXPress, Art Direction, Brochures, Integrated Marketing, Marketing Communications, Photoshop, Social Media Marketing, Interaction Design, Corporate Branding, Logo Design, Web Design, Collateral, Brand Development, Email Marketing, Graphic Design, Art, Mac, Adobe Creative Suite, Branding & Identity, Advertising, Corporate Identity, Typography, Social Media, Illustration, HTML, Management, Cross-functional Team..., Microsoft Office, Interactive Marketing, Marketing, Visual Communication
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.)
Phil Capen's Piper Jaffray Experience August 2011 - February 2013
Job Vice President Equity Capital Markets at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets June 2013 - Present
Piper Jaffray August 2011 - February 2013
Piper Jaffray January 2009 - August 2011
The Clifton Group July 2002 - July 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
University of Minnesota-Twin Cities 1998 — 2002
B.S., Economics
BMO Capital Markets June 2013 - Present
Piper Jaffray August 2011 - February 2013
Piper Jaffray January 2009 - August 2011
The Clifton Group July 2002 - July 2006
Education
University of Virginia - Darden Graduate School of Business Administration 2006 — 2008
MBA
University of Minnesota-Twin Cities 1998 — 2002
B.S., Economics
Jean Sazevich's Piper Jaffray Experience 2004 - 2005
Job Philanthropic Services Advisor at The Minneapolis Foundation
Industry Philanthropy
Experience
The Minneapolis Foundation February 2014 - Present
Self-employed Philanthropy Consultant May 2012 - April 2014
University of Minnesota Law School June 2009 - May 2012
Consultant 2006 - 2009
Adler Management LLC December 2005 - January 2007
Piper Jaffray 2004 - 2005
Pohlad Family Charities 2001 - 2004
The Sheltering Arms Foundation 1990 - 1997
Courage Kenny Rehabilitation Institute 1989 - 1990
Skills
Grants, Fundraising, Philanthropy, Non-profits, Strategy, Program Management, Annual Giving, Nonprofits, Grant Writing, Public Speaking, Volunteer Management, Community Outreach, Alumni Relations, Stewardship, Board Development, Policy, Team Facilitation, Event Planning, Community Development, Program Development
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Inidvidualized Studies, Political Science, Public Affairs, Management
The Minneapolis Foundation February 2014 - Present
Self-employed Philanthropy Consultant May 2012 - April 2014
University of Minnesota Law School June 2009 - May 2012
Consultant 2006 - 2009
Adler Management LLC December 2005 - January 2007
Piper Jaffray 2004 - 2005
Pohlad Family Charities 2001 - 2004
The Sheltering Arms Foundation 1990 - 1997
Courage Kenny Rehabilitation Institute 1989 - 1990
Skills
Grants, Fundraising, Philanthropy, Non-profits, Strategy, Program Management, Annual Giving, Nonprofits, Grant Writing, Public Speaking, Volunteer Management, Community Outreach, Alumni Relations, Stewardship, Board Development, Policy, Team Facilitation, Event Planning, Community Development, Program Development
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Inidvidualized Studies, Political Science, Public Affairs, Management
Leisa Knych's Piper Jaffray Experience February 2003 - June 2006
Job Communications Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2007 - Present
Travelers June 2006 - April 2007
Piper Jaffray February 2003 - June 2006
Zurich North America June 2001 - February 2003
St. Paul Companies 1991 - 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Writing, Editing, Cross-functional Team..., Newsletters, Marketing, Advertising, Strategic Planning, Program Management, Leadership, Copywriting
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
Ameriprise Financial April 2007 - Present
Travelers June 2006 - April 2007
Piper Jaffray February 2003 - June 2006
Zurich North America June 2001 - February 2003
St. Paul Companies 1991 - 2000
Skills
Corporate Communications, Strategic Communications, Internal Communications, Marketing Communications, Writing, Editing, Cross-functional Team..., Newsletters, Marketing, Advertising, Strategic Planning, Program Management, Leadership, Copywriting
Education
University of Minnesota-Twin Cities
Bachelor of Arts, Journalism
Jason Esser's Piper Jaffray Experience June 1992 - July 1993
Job Application Developer and Architect
Industry Information Technology and Services
Experience
DarkOffice Technology, Inc. October 2012 - Present
Affinion Group June 2011 - October 2012
DataMotion, Inc (CertifiedMail company) September 2008 - June 2011
ILOG August 2007 - September 2008
lightoffice technology January 2000 - August 2007
Rainier Technology April 1997 - August 1998
IVI Publishing January 1995 - April 1997
IBM July 1993 - January 1995
Piper Jaffray June 1992 - July 1993
City of Saint Paul September 1990 - June 1992
Skills
C#, Software Development, SaaS, Microsoft Azure, Software Consulting, ASP.NET MVC, Cloud Applications, Enterprise Architecture, TFS, .NET, T-SQL, IIS, Scrum, ASP.NET, IOT, MQTT, SignalR, Microsoft SQL Server, Visual Studio, Performance Tuning, Web Services, Web Applications, Agile Methodologies, Database Design, ASP.NET AJAX, SQL Tuning, WCF, SSRS, Test Driven Development, XML, SQL Server, Cryptography, Entity Framework, IoC, TDD, jQuery, Load Testing, Performance Consulting, API, SOLID, Application Performance..., DevOps, PCI DSS, CodeDOM, MVC, Cloud Security, Visual Studio Online, Databases, RabbitMQ, Git
Education
University of Minnesota-Twin Cities 1989 — 1993
BA cum laude
DarkOffice Technology, Inc. October 2012 - Present
Affinion Group June 2011 - October 2012
DataMotion, Inc (CertifiedMail company) September 2008 - June 2011
ILOG August 2007 - September 2008
lightoffice technology January 2000 - August 2007
Rainier Technology April 1997 - August 1998
IVI Publishing January 1995 - April 1997
IBM July 1993 - January 1995
Piper Jaffray June 1992 - July 1993
City of Saint Paul September 1990 - June 1992
Skills
C#, Software Development, SaaS, Microsoft Azure, Software Consulting, ASP.NET MVC, Cloud Applications, Enterprise Architecture, TFS, .NET, T-SQL, IIS, Scrum, ASP.NET, IOT, MQTT, SignalR, Microsoft SQL Server, Visual Studio, Performance Tuning, Web Services, Web Applications, Agile Methodologies, Database Design, ASP.NET AJAX, SQL Tuning, WCF, SSRS, Test Driven Development, XML, SQL Server, Cryptography, Entity Framework, IoC, TDD, jQuery, Load Testing, Performance Consulting, API, SOLID, Application Performance..., DevOps, PCI DSS, CodeDOM, MVC, Cloud Security, Visual Studio Online, Databases, RabbitMQ, Git
Education
University of Minnesota-Twin Cities 1989 — 1993
BA cum laude
Doug Holtmeier's Piper Jaffray Experience May 2001 - October 2003
Job Registered Representative At LPL Financial
Industry Financial Services
Experience
LPL Financial Doug Holtmeier Wealth Management February 2011 - Present
Five Points Financial Services October 2003 - February 2011
Piper Jaffray May 2001 - October 2003
Yellow Freight System, Inc December 1994 - May 2001
Yellow Freight System, Inc October 1990 - December 1994
Brown Transfer October 1983 - October 1990
Skills
Retirement Planning, IRA's, Series 7, FINRA, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Wealth, Stocks, Managed Accounts, ETFs, Investments, Bonds, Alternative Investments, Term Life Insurance, Portfolios, High Net Worth..., Retirement, Uniform Combined State..., 529 Plans, IRAs, 401k Rollovers, Managing Accounts, Portfolio Management, Strategic Planning, Finance, Sales, Customer Service, Team Building
Education
University of Nebraska at Kearney 1987 — 1989
1989, Masters in Business Administration
Lexington High School Lexington Nebraska
LPL Financial Doug Holtmeier Wealth Management February 2011 - Present
Five Points Financial Services October 2003 - February 2011
Piper Jaffray May 2001 - October 2003
Yellow Freight System, Inc December 1994 - May 2001
Yellow Freight System, Inc October 1990 - December 1994
Brown Transfer October 1983 - October 1990
Skills
Retirement Planning, IRA's, Series 7, FINRA, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Wealth, Stocks, Managed Accounts, ETFs, Investments, Bonds, Alternative Investments, Term Life Insurance, Portfolios, High Net Worth..., Retirement, Uniform Combined State..., 529 Plans, IRAs, 401k Rollovers, Managing Accounts, Portfolio Management, Strategic Planning, Finance, Sales, Customer Service, Team Building
Education
University of Nebraska at Kearney 1987 — 1989
1989, Masters in Business Administration
Lexington High School Lexington Nebraska
Brown, Kael's Piper Jaffray Experience June 1994 - August 2006
Job Financial Advisor at Oakridge Financial Svcs
Industry Financial Services
Experience
Oakridge Financial Svcs May 2008 - Present
UBS Wealth Management August 2006 - May 2008
Piper Jaffray June 1994 - August 2006
Skills
Wealth Management, Retirement Planning, Education, Series 7, Investments, Asset Allocation, Financial Planning, Mutual Funds, Series 63, Asset Management, Portfolio Management, Finance, Financial Services
Education
University of Minnesota-Twin Cities
Oakridge Financial Svcs May 2008 - Present
UBS Wealth Management August 2006 - May 2008
Piper Jaffray June 1994 - August 2006
Skills
Wealth Management, Retirement Planning, Education, Series 7, Investments, Asset Allocation, Financial Planning, Mutual Funds, Series 63, Asset Management, Portfolio Management, Finance, Financial Services
Education
University of Minnesota-Twin Cities
Brent M Rivard's Piper Jaffray Experience December 2000 - Present
Job Principal Municipal Bond Trading & Underwriting
Industry Financial Services
Experience
Piper Jaffray December 2000 - Present
Piper Jaffray January 2002 - April 2004
Skills
Series 7, Bonds, Fixed Income, Series 63, Securities, Bloomberg, Electronic Trading, Fixed Income Trading, Trading, Trading Systems, Municipal Bonds, Public Finance, Bloomberg Terminal, Hedging, Market Data, Risk Management, Series 53, Capital Markets
Education
University of Minnesota-Twin Cities
Piper Jaffray December 2000 - Present
Piper Jaffray January 2002 - April 2004
Skills
Series 7, Bonds, Fixed Income, Series 63, Securities, Bloomberg, Electronic Trading, Fixed Income Trading, Trading, Trading Systems, Municipal Bonds, Public Finance, Bloomberg Terminal, Hedging, Market Data, Risk Management, Series 53, Capital Markets
Education
University of Minnesota-Twin Cities
Randy Theiss's Piper Jaffray Experience March 1999 - Present
Job managing director institutional muni sales Piper Jaffray
Industry Financial Services
Experience
piper jaffray March 1999 - Present
Education
University of Nebraska-Lincoln 1978 — 1983
bachelor of science, business administration
piper jaffray March 1999 - Present
Education
University of Nebraska-Lincoln 1978 — 1983
bachelor of science, business administration
Tom Nicoski's Piper Jaffray Experience 1990 - 1997
Job Product Management at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1999 - Present
Allianz Life 1997 - 1999
Piper Jaffray 1990 - 1997
Skills
Series 7, Morningstar, Wealth Management, Series 63, Mutual Funds, Fixed Income, Management, Series 24, Asset Allocation, Securities, Investments, FINRA, Alternative Investments, ETFs, Portfolio Management
Education
University of Minnesota-Twin Cities
Bachelor's degree, Business/Managerial Economics
University of St. Thomas
Master of Business Administration (M.B.A.), Finance, General
RBC Wealth Management September 1999 - Present
Allianz Life 1997 - 1999
Piper Jaffray 1990 - 1997
Skills
Series 7, Morningstar, Wealth Management, Series 63, Mutual Funds, Fixed Income, Management, Series 24, Asset Allocation, Securities, Investments, FINRA, Alternative Investments, ETFs, Portfolio Management
Education
University of Minnesota-Twin Cities
Bachelor's degree, Business/Managerial Economics
University of St. Thomas
Master of Business Administration (M.B.A.), Finance, General
Cynthia Slater's Piper Jaffray Experience February 1987 - November 1997
Job Rothschild Capital Partners, LLC
Industry Financial Services
Experience
Rothschild Capital Partners, LLC October 2013 - Present
e10 August 2013 - July 2014
Piper Jaffray February 1987 - November 1997
Skills
Investments, Financial Services, Investment Banking, Selling, CRM, Portfolio Management, Wealth Management, Strategy, Hedge Funds, Asset Management, Equities
Education
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
Armstrong High School
Rothschild Capital Partners, LLC October 2013 - Present
e10 August 2013 - July 2014
Piper Jaffray February 1987 - November 1997
Skills
Investments, Financial Services, Investment Banking, Selling, CRM, Portfolio Management, Wealth Management, Strategy, Hedge Funds, Asset Management, Equities
Education
University of Minnesota-Twin Cities 1981 — 1986
BA, Economics
Armstrong High School
Ash Stoesz's Piper Jaffray Experience June 2004 - July 2006
Job Treasury Manager at Ameriprise Financial
Industry Banking
Experience
Ameriprise Financial December 2010 - Present
U.S. Bancorp 2006 - January 2011
Piper Jaffray June 2004 - July 2006
Skills
Treasury Management, Liquidity Management, Equities, ABS, Stress Testing, Financial Modeling, Treasury, Credit Risk, Cash Flow Forecasting, Capital Markets
Education
University of Minnesota-Twin Cities 2002 — 2006
BS, Applied Economics
Ameriprise Financial December 2010 - Present
U.S. Bancorp 2006 - January 2011
Piper Jaffray June 2004 - July 2006
Skills
Treasury Management, Liquidity Management, Equities, ABS, Stress Testing, Financial Modeling, Treasury, Credit Risk, Cash Flow Forecasting, Capital Markets
Education
University of Minnesota-Twin Cities 2002 — 2006
BS, Applied Economics
Nancy Lewallen's Piper Jaffray Experience November 1996 - August 2006
Job Complex Control Officer at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc November 1996 - Present
UBS Financial Services Inc. November 2006 - July 2009
Piper Jaffray November 1996 - August 2006
Piper Jaffray November 1996 - August 2006
Salomon Smith Barney May 1980 - October 1996
Education
University of Missouri-Kansas City 1974 — 1979
Bachelor, Business Administration
UBS Financial Services Inc November 1996 - Present
UBS Financial Services Inc. November 2006 - July 2009
Piper Jaffray November 1996 - August 2006
Piper Jaffray November 1996 - August 2006
Salomon Smith Barney May 1980 - October 1996
Education
University of Missouri-Kansas City 1974 — 1979
Bachelor, Business Administration
Toni Bjorklund's Piper Jaffray Experience 1998 - 2006
Job Retired as of May 31, 2012
Industry Financial Services
Experience
U.S. Bank 2008 - Present
Wealth Management at U.S. Bank 2008 - Present
UBS August 2006 - September 2008
UBS Financial Services 2006 - 2008
Piper Jaffray 1998 - 2006
Education
University of Minnesota-Twin Cities 1985 — 1990
Ph.D., Theatre/English
NYU for BA and MA
U.S. Bank 2008 - Present
Wealth Management at U.S. Bank 2008 - Present
UBS August 2006 - September 2008
UBS Financial Services 2006 - 2008
Piper Jaffray 1998 - 2006
Education
University of Minnesota-Twin Cities 1985 — 1990
Ph.D., Theatre/English
NYU for BA and MA
Roger Norris's Piper Jaffray Experience November 1991 - August 2006
Job Senior Vice President and Branch Manager at Dougherty & Company LLC
Industry
Experience
Dougherty & Company LLC February 2014 - Present
Oppenheimer & Co. December 2009 - February 2014
UBS Wealth Management November 2006 - August 2009
Piper Jaffray November 1991 - August 2006
Education
St Thomas academy
University of Minnesota-Twin Cities
BA, Agri-Business
Dougherty & Company LLC February 2014 - Present
Oppenheimer & Co. December 2009 - February 2014
UBS Wealth Management November 2006 - August 2009
Piper Jaffray November 1991 - August 2006
Education
St Thomas academy
University of Minnesota-Twin Cities
BA, Agri-Business
Philip Metzger, CFA's Piper Jaffray Experience February 2009 - June 2011
Job Vice President Investment Banking
Industry Financial Services
Experience
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
Piper Jaffray February 2009 - June 2011
Piper Jaffray June 2007 - February 2009
Piper Jaffray June 2005 - June 2007
Skills
Financial Modeling, DCF, Financial Statement..., Valuation, Financial Analysis, Investment Banking, Series 7, Corporate Finance, Capital Markets, Fixed Income, Credit Analysis, Financial Structuring, VBA, Series 63, Microsoft Excel, M&A experience, Convertible Bonds
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
University of Missouri-Columbia, College of Business 1999 — 2003
BS, Finance
Wells Fargo Securities March 2015 - Present
Wells Fargo Securities July 2011 - February 2015
Piper Jaffray February 2009 - June 2011
Piper Jaffray June 2007 - February 2009
Piper Jaffray June 2005 - June 2007
Skills
Financial Modeling, DCF, Financial Statement..., Valuation, Financial Analysis, Investment Banking, Series 7, Corporate Finance, Capital Markets, Fixed Income, Credit Analysis, Financial Structuring, VBA, Series 63, Microsoft Excel, M&A experience, Convertible Bonds
Education
Washington University in St. Louis - Olin Business School 2009 — 2011
MBA, Finance
University of Missouri-Columbia, College of Business 1999 — 2003
BS, Finance
Jody Vander Hart's Piper Jaffray Experience September 2000 - August 2005
Job Photographer at Jody Vander Hart Photography
Industry Photography
Experience
Jody Vander Hart Photography June 2006 - Present
Piper Jaffray September 2000 - August 2005
Skills
Wedding Photography, Portrait Photography, Portraits, Photos, Event Photography
Education
University of Minnesota-Twin Cities
Jody Vander Hart Photography June 2006 - Present
Piper Jaffray September 2000 - August 2005
Skills
Wedding Photography, Portrait Photography, Portraits, Photos, Event Photography
Education
University of Minnesota-Twin Cities
Heidi Lynch's Piper Jaffray Experience October 2004 - July 2008
Job Fixed Income Trader at Mairs and Power Inc.
Industry Financial Services
Experience
Mairs and Power Inc. February 2014 - Present
Wells Fargo Securities July 2008 - February 2014
Piper Jaffray October 2004 - July 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
Mairs and Power Inc. February 2014 - Present
Wells Fargo Securities July 2008 - February 2014
Piper Jaffray October 2004 - July 2008
Skills
Series 7, Series 63, Bloomberg, Fixed Income
Education
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), Economics
Craig Strong's Piper Jaffray Experience September 2004 - December 2006
Job Investment Services Group Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
Symbios Clinical April 2008 - December 2009
UBS Wealth Management December 2006 - April 2008
Piper Jaffray September 2004 - December 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
Econ
Wayzata High School
RBC Wealth Management December 2009 - Present
Symbios Clinical April 2008 - December 2009
UBS Wealth Management December 2006 - April 2008
Piper Jaffray September 2004 - December 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
Econ
Wayzata High School
Paul Ryan, CFA's Piper Jaffray Experience July 1988 - December 1992
Job First Vice President JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 1999 - Present
Case Credit / CNH Capital July 1996 - July 1999
Racine County Economic Development Corp. July 1994 - July 1996
PDS Financial Inc. January 1992 - July 1994
Piper Jaffray July 1988 - December 1992
Skills
Credit, Marketing, Management, Loans, Product Development, Operations Management, Loan Origination, Sales, Budgets, Leadership, Analysis, Sales Management, Financial Analysis, Selling, Banking, Commercial Lending, Risk Management, Business Analysis, Finance, Team Building, Training, Process Improvement, Strategic Planning, Investments, Strategy
Education
University of Minnesota-Twin Cities 1990 — 1992
MBA, Finance & Operations Management
University of Wisconsin-River Falls 1984 — 1988
B.S., Business Management
Lincoln High School
JPMorgan Chase July 1999 - Present
Case Credit / CNH Capital July 1996 - July 1999
Racine County Economic Development Corp. July 1994 - July 1996
PDS Financial Inc. January 1992 - July 1994
Piper Jaffray July 1988 - December 1992
Skills
Credit, Marketing, Management, Loans, Product Development, Operations Management, Loan Origination, Sales, Budgets, Leadership, Analysis, Sales Management, Financial Analysis, Selling, Banking, Commercial Lending, Risk Management, Business Analysis, Finance, Team Building, Training, Process Improvement, Strategic Planning, Investments, Strategy
Education
University of Minnesota-Twin Cities 1990 — 1992
MBA, Finance & Operations Management
University of Wisconsin-River Falls 1984 — 1988
B.S., Business Management
Lincoln High School
Melanie Meidl, PHR's Piper Jaffray Experience March 2004 - October 2006
Job Human Resources Professional
Industry Human Resources
Experience
Ameriprise Financial September 2007 - September 2008
Oberon LLC May 2007 - August 2007
Piper Jaffray March 2004 - October 2006
Piper Jaffray March 2003 - February 2004
Piper Jaffray March 2000 - February 2003
Piper Jaffray March 1998 - January 2000
Piper Jaffray September 1994 - February 1998
Skills
Process Improvement, Personnel Management, Employee Benefits, HRIS, Human Resources, Leadership, Management, Payroll, Applicant Tracking...
Education
University of Minnesota-Twin Cities
BA
Ameriprise Financial September 2007 - September 2008
Oberon LLC May 2007 - August 2007
Piper Jaffray March 2004 - October 2006
Piper Jaffray March 2003 - February 2004
Piper Jaffray March 2000 - February 2003
Piper Jaffray March 1998 - January 2000
Piper Jaffray September 1994 - February 1998
Skills
Process Improvement, Personnel Management, Employee Benefits, HRIS, Human Resources, Leadership, Management, Payroll, Applicant Tracking...
Education
University of Minnesota-Twin Cities
BA
Mark Eckerline's Piper Jaffray Experience 1999 - 2006
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Merrill Lynch May 2006 - January 2011
Piper Jaffray 1999 - 2006
Piper Jaffray 1982 - 1999
Piper Jaffray 1979 - 1982
Skills
Wealth Management, Investment Advisory, Financial Services, Securities, Asset Management, Investments, Coaching
Education
University of Minnesota-Twin Cities 1974 — 1978
BS, Finance & Economics
Ladysmith High School 1970 — 1974
Merrill Lynch February 2011 - Present
Merrill Lynch May 2006 - January 2011
Piper Jaffray 1999 - 2006
Piper Jaffray 1982 - 1999
Piper Jaffray 1979 - 1982
Skills
Wealth Management, Investment Advisory, Financial Services, Securities, Asset Management, Investments, Coaching
Education
University of Minnesota-Twin Cities 1974 — 1978
BS, Finance & Economics
Ladysmith High School 1970 — 1974
Eric Whittaker's Piper Jaffray Experience July 2012 - July 2014
Job Investment Analyst at Värde Partners
Industry Financial Services
Experience
Värde Partners August 2014 - Present
Piper Jaffray July 2012 - July 2014
Federal Reserve Bank of Minneapolis January 2012 - May 2012
Piper Jaffray June 2011 - August 2011
Northwestern Mutual Financial Network February 2010 - October 2010
Skills
Investment Banking, Financial Modeling, Finance, Valuation
Education
University of Minnesota-Twin Cities
B.S. Economics
Värde Partners August 2014 - Present
Piper Jaffray July 2012 - July 2014
Federal Reserve Bank of Minneapolis January 2012 - May 2012
Piper Jaffray June 2011 - August 2011
Northwestern Mutual Financial Network February 2010 - October 2010
Skills
Investment Banking, Financial Modeling, Finance, Valuation
Education
University of Minnesota-Twin Cities
B.S. Economics
Robert Frost's Piper Jaffray Experience 1999 - 2008
Job Managing Director at Lazard
Industry Financial Services
Experience
Lazard Middle Market April 2008 - Present
Piper Jaffray 1999 - 2008
Deloitte 1990 - 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Nebraska-Lincoln 1986 — 1990
BS, Accounting
Lazard Middle Market April 2008 - Present
Piper Jaffray 1999 - 2008
Deloitte 1990 - 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of Nebraska-Lincoln 1986 — 1990
BS, Accounting
Rusher A. Pope's Piper Jaffray Experience June 2013 - August 2013
Job Healthcare Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
Piper Jaffray June 2013 - August 2013
Aisling Capital June 2012 - July 2012
College Works Painting February 2011 - August 2011
New York Stock Exchange July 2011 - July 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
J.P. Morgan June 2014 - Present
Piper Jaffray June 2013 - August 2013
Aisling Capital June 2012 - July 2012
College Works Painting February 2011 - August 2011
New York Stock Exchange July 2011 - July 2011
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Dave Roust's Piper Jaffray Experience October 1990 - August 2006
Job Business Analyst
Industry Information Technology and Services
Experience
Clarens House Holdings Inc. April 2011 - Present
Self Employed September 2004 - Present
Piper Jaffray October 1990 - August 2006
Skills
Financial Analysis, Enterprise Architecture, Financial Modeling, Visio, Requirements Gathering, Financial Markets, Management, Software Development, Trading, Governance, Project Planning, Process Improvement, Strategic Planning
Education
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Science (BS), Economics with a Minor in Statistics
Clarens House Holdings Inc. April 2011 - Present
Self Employed September 2004 - Present
Piper Jaffray October 1990 - August 2006
Skills
Financial Analysis, Enterprise Architecture, Financial Modeling, Visio, Requirements Gathering, Financial Markets, Management, Software Development, Trading, Governance, Project Planning, Process Improvement, Strategic Planning
Education
University of Minnesota-Twin Cities 1982 — 1987
Bachelor of Science (BS), Economics with a Minor in Statistics
Betsy Flack, CPA's Piper Jaffray Experience July 2014 - Present
Job Supervisor of Financial Reporting at Piper Jaffray
Industry Accounting
Experience
Piper Jaffray July 2014 - Present
Skills
SOC 1, Auditing, Private Equity, Hedge Funds, Financial Statements, CPA, Microsoft Excel, CMA, Internal Controls, Assurance, GAAP
Education
University of Northern Iowa 2009 — 2010
MAcc, Accounting
University of Northern Iowa 2006 — 2009
BA, Accounting
Piper Jaffray July 2014 - Present
Skills
SOC 1, Auditing, Private Equity, Hedge Funds, Financial Statements, CPA, Microsoft Excel, CMA, Internal Controls, Assurance, GAAP
Education
University of Northern Iowa 2009 — 2010
MAcc, Accounting
University of Northern Iowa 2006 — 2009
BA, Accounting
Tom Arms's Piper Jaffray Experience 1990 - 1995
Job
Industry Financial Services
Experience
Thomas Leo Advisory April 2012 - May 2013
Self Employed 2006 - 2010
TCF Bank 1995 - 2006
Piper Jaffray 1990 - 1995
Kmart Corporation 1985 - 1990
Skills
Economics, Banking, Investments, Accounting, Windows
Education
University of Minnesota-Twin Cities 1983 — 1988
Bachelor of Arts (BA), Economics
Academy of Holy Angels 1979 — 1983
Thomas Leo Advisory April 2012 - May 2013
Self Employed 2006 - 2010
TCF Bank 1995 - 2006
Piper Jaffray 1990 - 1995
Kmart Corporation 1985 - 1990
Skills
Economics, Banking, Investments, Accounting, Windows
Education
University of Minnesota-Twin Cities 1983 — 1988
Bachelor of Arts (BA), Economics
Academy of Holy Angels 1979 — 1983
Dave Terwilliger's Piper Jaffray Experience September 1988 - October 2000
Job Director, Inst. Fixed Income Sales at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. November 2000 - Present
Piper Jaffray September 1988 - October 2000
Education
University of Minnesota-Twin Cities 1979 — 1982
BS, Business
Robert W. Baird & Co. November 2000 - Present
Piper Jaffray September 1988 - October 2000
Education
University of Minnesota-Twin Cities 1979 — 1982
BS, Business
Caroline B. Linden's Piper Jaffray Experience 1997 - 2001
Job Grant Writer at J. Murphy & Associates
Industry Writing and Editing
Experience
J. Murphy & Associates November 2014 - Present
Self-Employed February 2001 - Present
Piper Jaffray 1997 - 2001
U.S. Bank 1994 - 1997
Securian Financial Group 1990 - 1994
Pine and Mundale 1985 - 1988
Skills
Marketing Communications, Writing, Grant Writing, Copy Editing, Proofreading, Integrated Marketing, Marketing Strategy, Public Relations, Newsletters, Direct Mail, Research, Strategic Thinking, Proposal Writing, Project Management
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Journalism
J. Murphy & Associates November 2014 - Present
Self-Employed February 2001 - Present
Piper Jaffray 1997 - 2001
U.S. Bank 1994 - 1997
Securian Financial Group 1990 - 1994
Pine and Mundale 1985 - 1988
Skills
Marketing Communications, Writing, Grant Writing, Copy Editing, Proofreading, Integrated Marketing, Marketing Strategy, Public Relations, Newsletters, Direct Mail, Research, Strategic Thinking, Proposal Writing, Project Management
Education
University of Minnesota-Twin Cities
Bachelor of Arts (BA), Journalism
Noel Folstad's Piper Jaffray Experience August 2007 - February 2010
Job Treasury Manager at Bluestem Brands
Industry Retail
Experience
Bluestem Brands February 2010 - Present
Piper Jaffray August 2007 - February 2010
U.S. Bank November 2005 - August 2007
Skills
•Mathematically..., Microsoft Excel, Cash Management, Cash Flow Forecasting, Corporate Finance, Treasury, Financial Analysis, Forecasting
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science (BS), Economics
Bluestem Brands February 2010 - Present
Piper Jaffray August 2007 - February 2010
U.S. Bank November 2005 - August 2007
Skills
•Mathematically..., Microsoft Excel, Cash Management, Cash Flow Forecasting, Corporate Finance, Treasury, Financial Analysis, Forecasting
Education
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science (BS), Economics
Jeff Evanson's Piper Jaffray Experience August 1995 - September 2001
Job VP IR & Strategy at Tesla Motors
Industry Automotive
Experience
Tesla Motors January 2011 - Present
PREMIER Bankcard January 2004 - Present
Dougherty & Company September 2003 - January 2011
Cherry Tree December 2001 - September 2003
Piper Jaffray August 1995 - September 2001
McGladrey January 1991 - August 1995
Skills
Investment Banking, Corporate Finance, Manufacturing, Banking
Education
University of Wisconsin-La Crosse 1988 — 1991
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 1984 — 1988
Tesla Motors January 2011 - Present
PREMIER Bankcard January 2004 - Present
Dougherty & Company September 2003 - January 2011
Cherry Tree December 2001 - September 2003
Piper Jaffray August 1995 - September 2001
McGladrey January 1991 - August 1995
Skills
Investment Banking, Corporate Finance, Manufacturing, Banking
Education
University of Wisconsin-La Crosse 1988 — 1991
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 1984 — 1988
Dan Oprea's Piper Jaffray Experience March 2014 - Present
Job Assistant Vice President, Regulatory Control Manager at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2014 - Present
Piper Jaffray December 2012 - February 2014
Piper Jaffray December 2005 - November 2012
Piper Jaffray January 2004 - November 2005
Piper Jaffray May 2001 - December 2003
Skills
Microsoft Excel & VBA, Automation of..., Hyperion Queries, SEA 15c3-3 Customer..., FINRA 4210 Margin..., Federal Reserve Board..., FINRA 4560 Short..., MSRB G15 & SEA 10b-10..., MSFTA – collateral..., SEA 17a5
Education
University of Minnesota-Twin Cities
Bachelor's degree, Mathematics
Piper Jaffray March 2014 - Present
Piper Jaffray December 2012 - February 2014
Piper Jaffray December 2005 - November 2012
Piper Jaffray January 2004 - November 2005
Piper Jaffray May 2001 - December 2003
Skills
Microsoft Excel & VBA, Automation of..., Hyperion Queries, SEA 15c3-3 Customer..., FINRA 4210 Margin..., Federal Reserve Board..., FINRA 4560 Short..., MSRB G15 & SEA 10b-10..., MSFTA – collateral..., SEA 17a5
Education
University of Minnesota-Twin Cities
Bachelor's degree, Mathematics
Barbara Wolter's Piper Jaffray Experience 1996 - Present
Job Managing Director, Institutional Fixed Income Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 1996 - Present
American Bank 1994 - 1996
National City Bank 1979 - 1994
Skills
Investment Sales,..., Securities Licenses:...
Education
University of Minnesota-Twin Cities 1978 — 1979
Communications
Irondale High School 1976 — 1978
Piper Jaffray 1996 - Present
American Bank 1994 - 1996
National City Bank 1979 - 1994
Skills
Investment Sales,..., Securities Licenses:...
Education
University of Minnesota-Twin Cities 1978 — 1979
Communications
Irondale High School 1976 — 1978
Lisa (Moen) Edgeton's Piper Jaffray Experience January 1995 - August 2001
Job Sr. Telecom Administrator at Dorsey & Whitney LLP
Industry Telecommunications
Experience
Dorsey & Whitney LLP August 2001 - Present
Piper Jaffray January 1995 - August 2001
Honeywell January 1982 - January 1993
Skills
Cisco Technologies, Telecommunications, Cisco Call Manager, Project Management, VoIP
Education
University of Minnesota-Twin Cities 1976 — 1981
Bachelor of Arts (B.A.), Communication, General
Hopkins Eisenhower 1974 — 1976
Dorsey & Whitney LLP August 2001 - Present
Piper Jaffray January 1995 - August 2001
Honeywell January 1982 - January 1993
Skills
Cisco Technologies, Telecommunications, Cisco Call Manager, Project Management, VoIP
Education
University of Minnesota-Twin Cities 1976 — 1981
Bachelor of Arts (B.A.), Communication, General
Hopkins Eisenhower 1974 — 1976
Robert Kagel's Piper Jaffray Experience August 2006 - Present
Job Managing Director Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2006 - Present
Red Sky Partners February 2002 - June 2006
RBC Capital Markets March 2001 - February 2002
Skills
Investments, Trading, Hedge Funds, Equity Trading
Education
University of Minnesota-Twin Cities
Piper Jaffray August 2006 - Present
Red Sky Partners February 2002 - June 2006
RBC Capital Markets March 2001 - February 2002
Skills
Investments, Trading, Hedge Funds, Equity Trading
Education
University of Minnesota-Twin Cities
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS