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
David Stitt David Stitt's Piper Jaffray Experience December 2000 - January 2004
Job Financial Advisor at Heritage Wealth Advisors, Mercer Island, WA
Industry Investment Management
Experience
Heritage Wealth Advisors May 2015 - June 2015
Washington Asset Management April 2004 - May 2015
WSLCB 2008 - 2015
Piper Jaffray December 2000 - January 2004
RBC Capital Markets September 1991 - December 2000
Skills
Modern Portfolio Theory, Technical Analysis, Investment Strategies, Public Speaking, Retirement Planning, Retirement Income..., Portfolio Management, Banking, Credit Management, Risk Management, Executive Compensation..., Charitable Giving, Tax Planning
Education
Western Washington University 1987 — 1990
Bachelor of Arts (B.A.), Business Administration / Finance
University of Puget Sound 1984 — 1985
Heritage Wealth Advisors May 2015 - June 2015
Washington Asset Management April 2004 - May 2015
WSLCB 2008 - 2015
Piper Jaffray December 2000 - January 2004
RBC Capital Markets September 1991 - December 2000
Skills
Modern Portfolio Theory, Technical Analysis, Investment Strategies, Public Speaking, Retirement Planning, Retirement Income..., Portfolio Management, Banking, Credit Management, Risk Management, Executive Compensation..., Charitable Giving, Tax Planning
Education
Western Washington University 1987 — 1990
Bachelor of Arts (B.A.), Business Administration / Finance
University of Puget Sound 1984 — 1985
Ryan Weinberg Ryan Weinberg's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Siemer & Associates May 2014 - August 2014
Takenaka Partners LLC February 2014 - April 2014
Clean Energy Capital Advisors, LLC June 2013 - August 2013
San Diego County Water Authority September 2009 - July 2010
Skills
PowerPoint, Close Attention to..., Valuation, Microsoft Excel, Research, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Pitch Books, Capital IQ, Highly self-motivated, Social Networking, Enthusiastic, Reliable
Education
University of Southern California 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
Scripps Ranch High School
Piper Jaffray June 2015 - Present
Siemer & Associates May 2014 - August 2014
Takenaka Partners LLC February 2014 - April 2014
Clean Energy Capital Advisors, LLC June 2013 - August 2013
San Diego County Water Authority September 2009 - July 2010
Skills
PowerPoint, Close Attention to..., Valuation, Microsoft Excel, Research, Investment Banking, Corporate Finance, Due Diligence, Mergers & Acquisitions, Pitch Books, Capital IQ, Highly self-motivated, Social Networking, Enthusiastic, Reliable
Education
University of Southern California 2012 — 2015
Bachelor of Business Administration (BBA), Finance, General, Junior
Scripps Ranch High School
Scott Rousseau's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Vennli March 2014 - October 2014
TripleTree May 2014 - August 2014
Vista Consulting LLC April 2014 - May 2014
ITG Holdings LLC July 2013 - August 2013
P.L. Marketing, Inc. May 2012 - August 2012
Skills
Leadership, Data Analysis, Determination to Succeed, Investments, Investment Banking, Underwriting, People Skills, Financial Modeling, Microsoft Excel, SaaS, Debt Restructuring, Quantitative Research, Technology, Business Strategy
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
St. Xavier High School 2007 — 2011
Piper Jaffray June 2015 - Present
Vennli March 2014 - October 2014
TripleTree May 2014 - August 2014
Vista Consulting LLC April 2014 - May 2014
ITG Holdings LLC July 2013 - August 2013
P.L. Marketing, Inc. May 2012 - August 2012
Skills
Leadership, Data Analysis, Determination to Succeed, Investments, Investment Banking, Underwriting, People Skills, Financial Modeling, Microsoft Excel, SaaS, Debt Restructuring, Quantitative Research, Technology, Business Strategy
Education
University of Notre Dame 2011 — 2015
Bachelor of Business Administration (BBA), Finance, General
St. Xavier High School 2007 — 2011
Terry Kavourgias Terry Kavourgias's Piper Jaffray Experience 2011 - 2012
Job Finance & Business Development Professional
Industry Financial Services
Experience
Epickk, Inc. 2012 - 2014
Piper Jaffray 2011 - 2012
BonChon Indonesia (Launch) 2011 - 2012
Egon Zehnder International 2010 - 2010
America Reads & Counts 2009 - 2010
University of Oklahoma 2008 - 2009
Starbucks Coffee Company 2006 - 2009
Skills
Financial Modeling, Financial Analysis, Market Research, Corporate Finance, Valuation, Investment Banking, Finance, Business Development, Start-ups, Mergers & Acquisitions, Microsoft Excel, Analysis, Business Planning, Investments, Leadership, PowerPoint, HTML, Strategic Planning, Due Diligence, Marketing, New Business Development, Microsoft Word, Presentation Development, Marketing Strategy, Microsoft Office, Project Management, Management, Public Speaking, Competitive Analysis, CSS
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
B.S.
University of Oklahoma - Price College of Business 2007 — 2009
Edmond Santa Fe High School 2003 — 2007
High School
Epickk, Inc. 2012 - 2014
Piper Jaffray 2011 - 2012
BonChon Indonesia (Launch) 2011 - 2012
Egon Zehnder International 2010 - 2010
America Reads & Counts 2009 - 2010
University of Oklahoma 2008 - 2009
Starbucks Coffee Company 2006 - 2009
Skills
Financial Modeling, Financial Analysis, Market Research, Corporate Finance, Valuation, Investment Banking, Finance, Business Development, Start-ups, Mergers & Acquisitions, Microsoft Excel, Analysis, Business Planning, Investments, Leadership, PowerPoint, HTML, Strategic Planning, Due Diligence, Marketing, New Business Development, Microsoft Word, Presentation Development, Marketing Strategy, Microsoft Office, Project Management, Management, Public Speaking, Competitive Analysis, CSS
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
B.S.
University of Oklahoma - Price College of Business 2007 — 2009
Edmond Santa Fe High School 2003 — 2007
High School
Christina Hughes Christina Hughes's Piper Jaffray Experience June 2002 - August 2002
Job VP, Client Services and Business Development Operations at Bracket
Industry Pharmaceuticals
Experience
Bracket October 2014 - Present
Bracket January 2014 - September 2014
Bracket January 2013 - December 2013
Bracket June 2012 - December 2012
Bracket (formerly United BioSource Corporation) April 2011 - May 2012
United BioSource Corporation January 2010 - March 2011
United BioSource Corporation August 2006 - December 2009
United BioSource Corporation August 2005 - July 2006
Deloitte Consulting 2003 - 2005
Piper Jaffray June 2002 - August 2002
Skills
Pharmaceutical Industry, Clinical Trials, Healthcare, Clinical Research, Project Management, Cross-functional Team..., Lifesciences, Management Consulting, Financial Modeling, Organizational Design, Business Development, Clinical Development, Clinical Operations, Oncology, CRO, Life Sciences, Biotechnology, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Health Care Management and Finance
Yale University 1990 — 1994
BS, Biology
Mountain View High School 1987 — 1990
Bracket October 2014 - Present
Bracket January 2014 - September 2014
Bracket January 2013 - December 2013
Bracket June 2012 - December 2012
Bracket (formerly United BioSource Corporation) April 2011 - May 2012
United BioSource Corporation January 2010 - March 2011
United BioSource Corporation August 2006 - December 2009
United BioSource Corporation August 2005 - July 2006
Deloitte Consulting 2003 - 2005
Piper Jaffray June 2002 - August 2002
Skills
Pharmaceutical Industry, Clinical Trials, Healthcare, Clinical Research, Project Management, Cross-functional Team..., Lifesciences, Management Consulting, Financial Modeling, Organizational Design, Business Development, Clinical Development, Clinical Operations, Oncology, CRO, Life Sciences, Biotechnology, Strategy
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Health Care Management and Finance
Yale University 1990 — 1994
BS, Biology
Mountain View High School 1987 — 1990
Eric Brewe Eric Brewe's Piper Jaffray Experience August 1983 - June 2006
Job Financial advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2006 - Present
Piper Jaffray August 1983 - June 2006
Education
University of Puget Sound 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance & Economics
RBC Wealth Management June 2006 - Present
Piper Jaffray August 1983 - June 2006
Education
University of Puget Sound 1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance & Economics
ben sirianni's Piper Jaffray Experience April 1962 - September 1975
Job Management Consulting Professional
Industry Management Consulting
Experience
Self-employed January 1990 - July 2006
Piper Jaffray April 1962 - September 1975
Piper Jaffray March 1962 - September 1975
Education
University of Notre Dame - Mendoza College of Business 1956 — 1960
Bachelor’s Degree, Accounting and Finance
University of Notre Dame - Mendoza College of Business
Bachelor's degree, Finance, General
Self-employed January 1990 - July 2006
Piper Jaffray April 1962 - September 1975
Piper Jaffray March 1962 - September 1975
Education
University of Notre Dame - Mendoza College of Business 1956 — 1960
Bachelor’s Degree, Accounting and Finance
University of Notre Dame - Mendoza College of Business
Bachelor's degree, Finance, General
Alex Coppersmith Alex Coppersmith's Piper Jaffray Experience 2001 - 2005
Job Chief Financial Officer at Bacchus Management Group
Industry Restaurants
Experience
Bacchus Management Group February 2011 - Present
Raymond James & Associates 2008 - January 2011
Cowen & Co. 2005 - 2008
Piper Jaffray 2001 - 2005
Skills
Financial Analysis, Accounting, Operations, Private Equity, Mergers, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Investment Banking, Venture Capital, Corporate Development, IPO, Investments, Equities, Private Placements, Capital Markets, Strategic Financial..., Finance, Mergers & Acquisitions, Strategy, Restructuring
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Entrepreneurship
University of Southern California 1986 — 1990
BS, Accounting
Bacchus Management Group February 2011 - Present
Raymond James & Associates 2008 - January 2011
Cowen & Co. 2005 - 2008
Piper Jaffray 2001 - 2005
Skills
Financial Analysis, Accounting, Operations, Private Equity, Mergers, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Investment Banking, Venture Capital, Corporate Development, IPO, Investments, Equities, Private Placements, Capital Markets, Strategic Financial..., Finance, Mergers & Acquisitions, Strategy, Restructuring
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance & Entrepreneurship
University of Southern California 1986 — 1990
BS, Accounting
Robert Kendrick Robert Kendrick's Piper Jaffray Experience September 2014 - Present
Job Investment Banking Associate
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
Brown and Caldwell February 2011 - September 2014
BP Barber June 2007 - February 2011
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 2002 — 2007
Bachelor of Science, Civil and Environmental Engineering
Piper Jaffray September 2014 - Present
Brown and Caldwell February 2011 - September 2014
BP Barber June 2007 - February 2011
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of South Carolina-Columbia 2002 — 2007
Bachelor of Science, Civil and Environmental Engineering
Hadley Rokicki's Piper Jaffray Experience September 2010 - December 2011
Job Manager of Investor Relations & Treasury at The WhiteWave Foods Company
Industry Consumer Goods
Experience
The WhiteWave Foods Company June 2014 - Present
The Blueshirt Group January 2012 - June 2014
Piper Jaffray September 2010 - December 2011
Oppenheimer Asset Management May 2009 - August 2009
Roth Capital Partners May 2008 - August 2008
Roth Capital Partners June 2007 - August 2007
Skills
Excel, PowerPoint, Valuation, Research, Equities, Investor Relations, Financial Modeling, Corporate Finance, Equity Research, Marketing, Financial Analysis
Education
University of Southern California
B.S. Business Administration, Finance
University of Southern California - Marshall School of Business
B.S. Business Administration
The WhiteWave Foods Company June 2014 - Present
The Blueshirt Group January 2012 - June 2014
Piper Jaffray September 2010 - December 2011
Oppenheimer Asset Management May 2009 - August 2009
Roth Capital Partners May 2008 - August 2008
Roth Capital Partners June 2007 - August 2007
Skills
Excel, PowerPoint, Valuation, Research, Equities, Investor Relations, Financial Modeling, Corporate Finance, Equity Research, Marketing, Financial Analysis
Education
University of Southern California
B.S. Business Administration, Finance
University of Southern California - Marshall School of Business
B.S. Business Administration
Roshni Sacks Roshni Sacks's Piper Jaffray Experience February 2007 - November 2011
Job Director GEP BAI, Pfizer
Industry Pharmaceuticals
Experience
Pfizer September 2011 - Present
Piper Jaffray February 2007 - November 2011
Rodman & Renshaw July 2006 - February 2007
Columbia University February 2002 - May 2006
Skills
Financial Modeling, Marketing Strategy, Market Research, Data Analysis, Strategic Alliances, Equity Research, Pharmaceutical Industry, Medical Devices, Integration, Knowledge Management, Investments, Equities, Valuation, Financial Analysis
Education
Columbia University 2004 — 2006
M.S., Biomedical Engineering
University of Rochester 1997 — 2001
B.S., Biomedical Engineering
Pfizer September 2011 - Present
Piper Jaffray February 2007 - November 2011
Rodman & Renshaw July 2006 - February 2007
Columbia University February 2002 - May 2006
Skills
Financial Modeling, Marketing Strategy, Market Research, Data Analysis, Strategic Alliances, Equity Research, Pharmaceutical Industry, Medical Devices, Integration, Knowledge Management, Investments, Equities, Valuation, Financial Analysis
Education
Columbia University 2004 — 2006
M.S., Biomedical Engineering
University of Rochester 1997 — 2001
B.S., Biomedical Engineering
Dan Haugrud's Piper Jaffray Experience June 2004 - April 2005
Job I Help Life Insurance and Financial Professionals have their Best Year, This Year.
Industry Financial Services
Experience
Midland National Life Insurance Company March 2013 - Present
Financial Services May 2005 - March 2013
Piper Jaffray June 2004 - April 2005
Skills
Life Insurance, Insurance, Disability Insurance, Mutual Funds, Term Life Insurance, Investments, Finance, Fixed Annuities, Financial Services, Sales
Education
The American College 2013 — 2015
Chartered Life Underwriter (CLU®), Life Insurance
University of Sioux Falls 2001 — 2004
B.A., Business Administration, 3.68 GPA (completed in 3 years)
Midland National Life Insurance Company March 2013 - Present
Financial Services May 2005 - March 2013
Piper Jaffray June 2004 - April 2005
Skills
Life Insurance, Insurance, Disability Insurance, Mutual Funds, Term Life Insurance, Investments, Finance, Fixed Annuities, Financial Services, Sales
Education
The American College 2013 — 2015
Chartered Life Underwriter (CLU®), Life Insurance
University of Sioux Falls 2001 — 2004
B.A., Business Administration, 3.68 GPA (completed in 3 years)
Michael Larrenaga Michael Larrenaga's Piper Jaffray Experience July 2008 - June 2010
Job Brand Management Intern at L'Oréal
Industry Marketing and Advertising
Experience
L'Oréal June 2014 - August 2014
Endevour Capital August 2010 - July 2013
Piper Jaffray July 2008 - June 2010
Susquehanna International Group October 2007 - December 2007
PricewaterhouseCoopers June 2007 - August 2007
Skills
Investment Banking, Due Diligence, Financial Modeling, Private Equity, Valuation, Auditing, Corporate Finance, Business Valuation, Writing, Corporate Development, M&A experience, Equities, Venture Capital, Fundraising, Mergers & Acquisitions, Team Leadership, Leadership
Education
University of Chicago 2013 — 2015
MBA
University of Southern California 2004 — 2008
Bachelor of Science, Finance, Accounting
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science, Finance, Accounting
Bellarmine College Preparatory 2000 — 2004
L'Oréal June 2014 - August 2014
Endevour Capital August 2010 - July 2013
Piper Jaffray July 2008 - June 2010
Susquehanna International Group October 2007 - December 2007
PricewaterhouseCoopers June 2007 - August 2007
Skills
Investment Banking, Due Diligence, Financial Modeling, Private Equity, Valuation, Auditing, Corporate Finance, Business Valuation, Writing, Corporate Development, M&A experience, Equities, Venture Capital, Fundraising, Mergers & Acquisitions, Team Leadership, Leadership
Education
University of Chicago 2013 — 2015
MBA
University of Southern California 2004 — 2008
Bachelor of Science, Finance, Accounting
University of Southern California - Marshall School of Business 2004 — 2008
Bachelor of Science, Finance, Accounting
Bellarmine College Preparatory 2000 — 2004
Dorothy Michak's Piper Jaffray Experience January 2014 - May 2015
Job VP, Operations & Compliance at SNW Asset Management
Industry Financial Services
Experience
SNW Asset Management May 2015 - Present
Piper Jaffray January 2014 - May 2015
Seattle-Northwest Securities Corporation (Aquired by Piper Jaffray) February 2000 - July 2013
Seattle-Northwest Securities Corporation November 1993 - February 2000
Skills
Fixed Income, Risk Management, Investment Banking, Bloomberg, Securities, Bonds, Investments, Capital Markets, Series 7, Portfolio Management, Compliance, Asset Management, Investment Strategies, Operations, Equities, Operations Management, Vendor Management
Education
University of Phoenix 2013 — 2015
BS Business Finance
Washington State University
General Studies
SNW Asset Management May 2015 - Present
Piper Jaffray January 2014 - May 2015
Seattle-Northwest Securities Corporation (Aquired by Piper Jaffray) February 2000 - July 2013
Seattle-Northwest Securities Corporation November 1993 - February 2000
Skills
Fixed Income, Risk Management, Investment Banking, Bloomberg, Securities, Bonds, Investments, Capital Markets, Series 7, Portfolio Management, Compliance, Asset Management, Investment Strategies, Operations, Equities, Operations Management, Vendor Management
Education
University of Phoenix 2013 — 2015
BS Business Finance
Washington State University
General Studies
Connor Bernstein Connor Bernstein's Piper Jaffray Experience June 2013 - July 2015
Job Associate Life Sciences M&A at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Piper Jaffray June 2013 - July 2015
Houlihan Lokey July 2012 - June 2013
Skills
Financial Modeling, Excel, PowerPoint, SAP, SQL, C++, Java, Bloomberg Terminal, Capital IQ, Money, Financial Analysis, Hedge Funds, Microsoft Excel, Competitive Analysis, Valuation
Education
University of Southern California 2011 — 2012
M.S., Financial Engineering
University of Southern California 2009 — 2011
B.S., Industrial and Systems Engineering
Bellarmine College Preparatory 2001 — 2006
HS Diploma
Guggenheim Partners August 2015 - Present
Piper Jaffray June 2013 - July 2015
Houlihan Lokey July 2012 - June 2013
Skills
Financial Modeling, Excel, PowerPoint, SAP, SQL, C++, Java, Bloomberg Terminal, Capital IQ, Money, Financial Analysis, Hedge Funds, Microsoft Excel, Competitive Analysis, Valuation
Education
University of Southern California 2011 — 2012
M.S., Financial Engineering
University of Southern California 2009 — 2011
B.S., Industrial and Systems Engineering
Bellarmine College Preparatory 2001 — 2006
HS Diploma
Tami A Berge, MBA Tami A Berge, MBA's Piper Jaffray Experience March 2005 - September 2006
Job Compliance Manager Supervisory Controls Unit at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2013
Ameriprise Financial Services, Inc. September 2009 - June 2012
Wells Fargo May 2007 - December 2008
Piper Jaffray March 2005 - September 2006
Thrivent Financial for Lutherans April 2004 - March 2005
Wells Fargo Insurance Services 1989 - 2004
UnitedHealthcare 1982 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Investments, Securities, Finance, Operational Risk, Insurance, Retirement Planning, Contract Management, Asset Management, Risk Management, Internal Controls, Strategic Financial..., Wealth Management, Broker-Dealer Compliance, Investment Adviser Act
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA)
University of Phoenix 2004 — 2008
Bachelor of Science (BS), Business Management, Graduated with Honors
Villanova University 2003 — 2004
Certificate, Project Management
Ameriprise Financial Services, Inc. September 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - September 2013
Ameriprise Financial Services, Inc. September 2009 - June 2012
Wells Fargo May 2007 - December 2008
Piper Jaffray March 2005 - September 2006
Thrivent Financial for Lutherans April 2004 - March 2005
Wells Fargo Insurance Services 1989 - 2004
UnitedHealthcare 1982 - 1989
Skills
Financial Services, Mutual Funds, Series 7, Investments, Securities, Finance, Operational Risk, Insurance, Retirement Planning, Contract Management, Asset Management, Risk Management, Internal Controls, Strategic Financial..., Wealth Management, Broker-Dealer Compliance, Investment Adviser Act
Education
University of Phoenix 2008 — 2010
Master of Business Administration (MBA)
University of Phoenix 2004 — 2008
Bachelor of Science (BS), Business Management, Graduated with Honors
Villanova University 2003 — 2004
Certificate, Project Management
Don Guffey Don Guffey's Piper Jaffray Experience March 1993 - May 1996
Job Broker Associate at Remax Professionals
Industry Real Estate
Experience
Remax Professionals April 2009 - Present
Piper Jaffray March 1993 - May 1996
Resolution Trust Corporation November 1991 - November 1992
CB Commercial Real Estate Services May 1986 - October 1991
Education
University of Oklahoma 1967 — 1972
BS, Industrial Engineering
Remax Professionals April 2009 - Present
Piper Jaffray March 1993 - May 1996
Resolution Trust Corporation November 1991 - November 1992
CB Commercial Real Estate Services May 1986 - October 1991
Education
University of Oklahoma 1967 — 1972
BS, Industrial Engineering
Josh Gelfand Josh Gelfand's Piper Jaffray Experience January 2014 - July 2014
Job MBA Candidate at University of Virginia Darden School of Business
Industry Financial Services
Experience
General Mills May 2015 - August 2015
Piper Jaffray January 2014 - July 2014
Partnership Capital Growth August 2010 - December 2013
Green Manning & Bunch July 2008 - July 2010
United States Golf Association June 2006 - June 2008
Goldman Sachs May 2005 - August 2005
Federal Deposit Insurance Corporation (FDIC) June 2004 - August 2004
Skills
Private Equity, Capital Management, Corporate Development, Private Placements, Due Diligence, Valuation, Strategy, Financial Modeling, Investment Banking, Mergers & Acquisitions, Venture Capital, LBO, Management, Investments, Marketing, Financial Analysis, Strategic Planning, Growth Capital
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2002 — 2006
BS Economics, Accounting, Finance
General Mills May 2015 - August 2015
Piper Jaffray January 2014 - July 2014
Partnership Capital Growth August 2010 - December 2013
Green Manning & Bunch July 2008 - July 2010
United States Golf Association June 2006 - June 2008
Goldman Sachs May 2005 - August 2005
Federal Deposit Insurance Corporation (FDIC) June 2004 - August 2004
Skills
Private Equity, Capital Management, Corporate Development, Private Placements, Due Diligence, Valuation, Strategy, Financial Modeling, Investment Banking, Mergers & Acquisitions, Venture Capital, LBO, Management, Investments, Marketing, Financial Analysis, Strategic Planning, Growth Capital
Education
University of Virginia Darden School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2002 — 2006
BS Economics, Accounting, Finance
Barbara Nault, MBA Barbara Nault, MBA's Piper Jaffray Experience April 1989 - July 2005
Job Project Coordinator at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group October 2011 - Present
UnitedHealth Group May 2009 - October 2011
Oak Ridge Financial August 2006 - January 2008
Piper Jaffray April 1989 - July 2005
Skills
Process Improvement, Management, Healthcare, Leadership, Customer Service, Project Management, Program Management, Strategic Planning, Microsoft Excel, Business Analysis, Healthcare Information..., Team Building, Change Management, Training, Healthcare Management
Education
University of Phoenix 2009 — 2011
Master’s Degree, Health/Health Care Administration/Management
University of Phoenix 2005 — 2009
Bachelor’s Degree, Business Administration and Management, General
Washburn High School 1982 — 1986
High School
UnitedHealth Group October 2011 - Present
UnitedHealth Group May 2009 - October 2011
Oak Ridge Financial August 2006 - January 2008
Piper Jaffray April 1989 - July 2005
Skills
Process Improvement, Management, Healthcare, Leadership, Customer Service, Project Management, Program Management, Strategic Planning, Microsoft Excel, Business Analysis, Healthcare Information..., Team Building, Change Management, Training, Healthcare Management
Education
University of Phoenix 2009 — 2011
Master’s Degree, Health/Health Care Administration/Management
University of Phoenix 2005 — 2009
Bachelor’s Degree, Business Administration and Management, General
Washburn High School 1982 — 1986
High School
Kimberly Lin Kimberly Lin's Piper Jaffray Experience July 2010 - August 2011
Job Manager, Financial Planning & Analysis at Sony/ATV
Industry Music
John Saulitis's Piper Jaffray Experience May 2015 - Present
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Raymond James & Associates, Inc. January 2014 - May 2015
Raymond James & Associates, Inc. September 2013 - December 2013
Raymond James & Associates, Inc July 2010 - August 2012
Skills
Valuation, Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Equities, Investments, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Microsoft Office, Analysis, Management, Accounting, Microsoft Excel, Research, Marketing, Financial Services, Economics, Venture Capital, Banking, Market Research, Strategy, Sales, PowerPoint, Data Analysis, Business Valuation, Marketing Strategy, Public Speaking, Credit Analysis, Financial Markets, Microsoft Word, Financial Reporting, Access, Credit, Forecasting, Financial Risk, Budgets, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
B.B.A., Finance
Darien High School 2002 — 2006
Piper Jaffray May 2015 - Present
Raymond James & Associates, Inc. January 2014 - May 2015
Raymond James & Associates, Inc. September 2013 - December 2013
Raymond James & Associates, Inc July 2010 - August 2012
Skills
Valuation, Bloomberg, Equity Research, Financial Analysis, Financial Modeling, Investment Banking, Corporate Finance, Equities, Investments, Capital Markets, Private Equity, Finance, Mergers & Acquisitions, Due Diligence, Microsoft Office, Analysis, Management, Accounting, Microsoft Excel, Research, Marketing, Financial Services, Economics, Venture Capital, Banking, Market Research, Strategy, Sales, PowerPoint, Data Analysis, Business Valuation, Marketing Strategy, Public Speaking, Credit Analysis, Financial Markets, Microsoft Word, Financial Reporting, Access, Credit, Forecasting, Financial Risk, Budgets, Series 63
Education
University of Notre Dame - Mendoza College of Business 2006 — 2010
B.B.A., Finance
Darien High School 2002 — 2006
Cameron Hewes Cameron Hewes's Piper Jaffray Experience June 1997 - April 2003
Job Managing Director at Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher March 2011 - Present
Boyer Children's Clinic September 2012 - Present
ACG Seattle November 2011 - Present
USF 2005 - Present
Washington Clean Technology Alliance January 2011 - January 2012
General Biodiesel, Inc. June 2008 - March 2011
Northwest Capital Appreciation, Inc. October 2004 - May 2008
Capital Run LLC May 2003 - August 2005
Piper Jaffray June 1997 - April 2003
Skills
Investment Banking, Private Equity, Mergers, Corporate Development, Investments, Venture Capital, Capital Markets, Finance, Valuation, Mergers & Acquisitions, Business Strategy, Due Diligence, LBO, Corporate Finance, Acquisitions, Financial Modeling, Financial Analysis, Management, Project Finance, Banking, Leadership, Financial Advisory, M&A experience
Education
Yale School of Management 1995 — 1997
MBA
University of San Francisco 1989 — 1993
BSBA
Greene Holcomb Fisher March 2011 - Present
Boyer Children's Clinic September 2012 - Present
ACG Seattle November 2011 - Present
USF 2005 - Present
Washington Clean Technology Alliance January 2011 - January 2012
General Biodiesel, Inc. June 2008 - March 2011
Northwest Capital Appreciation, Inc. October 2004 - May 2008
Capital Run LLC May 2003 - August 2005
Piper Jaffray June 1997 - April 2003
Skills
Investment Banking, Private Equity, Mergers, Corporate Development, Investments, Venture Capital, Capital Markets, Finance, Valuation, Mergers & Acquisitions, Business Strategy, Due Diligence, LBO, Corporate Finance, Acquisitions, Financial Modeling, Financial Analysis, Management, Project Finance, Banking, Leadership, Financial Advisory, M&A experience
Education
Yale School of Management 1995 — 1997
MBA
University of San Francisco 1989 — 1993
BSBA
Ryan Guentzel's Piper Jaffray Experience September 2013 - July 2014
Job Relationship Manager
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Piper Jaffray September 2013 - July 2014
Franchise Real Estate January 2013 - September 2013
EHC Klostersee August 2011 - March 2012
Aalborg Pirates 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Strategic Planning, Negotiation, Financial Modeling, Series 7, Series 63, Finance, Financial Analysis, Social Media, Leadership
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance, General
Fidelity Investments May 2015 - Present
Fidelity Investments October 2014 - May 2015
Piper Jaffray September 2013 - July 2014
Franchise Real Estate January 2013 - September 2013
EHC Klostersee August 2011 - March 2012
Aalborg Pirates 2012 - 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Strategic Planning, Negotiation, Financial Modeling, Series 7, Series 63, Finance, Financial Analysis, Social Media, Leadership
Education
University of Notre Dame - Mendoza College of Business 2007 — 2011
Finance, General
Jeff Farnell's Piper Jaffray Experience December 2013 - Present
Job Associate
Industry Investment Banking
Experience
Moelis & Company July 2015 - Present
Piper Jaffray December 2013 - Present
TripleTree August 2011 - November 2013
Ocean Tomo June 2010 - August 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Analysis, Financial Analysis, Investment Banking, Private Equity, Due Diligence
Education
University of Notre Dame 2006 — 2010
BBA, Finance
Moelis & Company July 2015 - Present
Piper Jaffray December 2013 - Present
TripleTree August 2011 - November 2013
Ocean Tomo June 2010 - August 2011
Skills
Financial Modeling, Valuation, Corporate Finance, Analysis, Financial Analysis, Investment Banking, Private Equity, Due Diligence
Education
University of Notre Dame 2006 — 2010
BBA, Finance
Chris Hagen's Piper Jaffray Experience August 2014 - Present
Job Debt Capital Markets at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2014 - Present
Macquarie Bank July 2010 - August 2014
Macquarie Capital Advisors August 2009 - July 2010
Thrivent Financial for Lutherans May 2008 - August 2008
Banc of America Securities September 2007 - December 2007
Dougherty & Company June 2007 - August 2007
Dougherty & Company June 2006 - August 2006
Skills
Investment Banking, Finance, Credit, Loans, Hedge Funds, Valuation, Financial Modeling, Investments, Analysis, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Piper Jaffray August 2014 - Present
Macquarie Bank July 2010 - August 2014
Macquarie Capital Advisors August 2009 - July 2010
Thrivent Financial for Lutherans May 2008 - August 2008
Banc of America Securities September 2007 - December 2007
Dougherty & Company June 2007 - August 2007
Dougherty & Company June 2006 - August 2006
Skills
Investment Banking, Finance, Credit, Loans, Hedge Funds, Valuation, Financial Modeling, Investments, Analysis, Structured Finance
Education
University of Notre Dame - Mendoza College of Business 2005 — 2009
BBA, Finance
Greg Scharlach Greg Scharlach's Piper Jaffray Experience January 1997 - January 1999
Job Vice President of Operations at Soterian Systems, LLC
Industry Food & Beverages
Experience
Soterian Systems, LLC June 2015 - Present
Greg Scharlach, LLC January 2010 - June 2015
Orchard Development May 2006 - December 2008
comScore Networks January 2005 - May 2006
Hitwise April 2004 - October 2004
Media Metrix 1999 - 2001
Morgan Stanley January 1999 - December 1999
Piper Jaffray January 1997 - January 1999
Prudential Securities 1995 - 1996
Universal Studios 1990 - 1992
Skills
Digital Marketing, Market Research, Online Advertising, Analytics, Salesforce.com, Wealth Management, New Business Development
Education
University of Southern California 1987 — 1992
Soterian Systems, LLC June 2015 - Present
Greg Scharlach, LLC January 2010 - June 2015
Orchard Development May 2006 - December 2008
comScore Networks January 2005 - May 2006
Hitwise April 2004 - October 2004
Media Metrix 1999 - 2001
Morgan Stanley January 1999 - December 1999
Piper Jaffray January 1997 - January 1999
Prudential Securities 1995 - 1996
Universal Studios 1990 - 1992
Skills
Digital Marketing, Market Research, Online Advertising, Analytics, Salesforce.com, Wealth Management, New Business Development
Education
University of Southern California 1987 — 1992
Kevin Krouse's Piper Jaffray Experience January 2015 - Present
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2015 - Present
Deloitte Corporate Finance August 2010 - November 2014
Deloitte Corporate Finance 2005 - August 2010
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Private Equity, Financial Analysis, Corporate Development
Education
University of Southern California 2001 — 2005
University of Southern California - Marshall School of Business 2001 — 2005
Piper Jaffray January 2015 - Present
Deloitte Corporate Finance August 2010 - November 2014
Deloitte Corporate Finance 2005 - August 2010
Skills
Financial Modeling, Valuation, Due Diligence, Corporate Finance, Private Equity, Financial Analysis, Corporate Development
Education
University of Southern California 2001 — 2005
University of Southern California - Marshall School of Business 2001 — 2005
Scott Hasday's Piper Jaffray Experience December 2005 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray December 2005 - Present
Advest, Inc. 2000 - 2005
underwood neuhaus 1984 - 1989
Skills
Fixed Income, Capital Markets, Bonds
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance and Multinational Enterprise
Bronx HIgh School of Science 1972 — 1975
Piper Jaffray December 2005 - Present
Advest, Inc. 2000 - 2005
underwood neuhaus 1984 - 1989
Skills
Fixed Income, Capital Markets, Bonds
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Finance and Multinational Enterprise
Bronx HIgh School of Science 1972 — 1975
Amar Mowji's Piper Jaffray Experience 2005 - 2007
Job Senior Manager at Irvine Company
Industry Financial Services
Experience
Irvine Company February 2014 - Present
Silver Portal Capital June 2012 - February 2014
Morgan Stanley March 2007 - July 2008
Piper Jaffray 2005 - 2007
RSM EquiCo 2004 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Investment Banking, Corporate Finance
Education
University of Southern California
University of Southern California
Bachelor of Science (B.S.), Finance / Real Estate
Irvine Company February 2014 - Present
Silver Portal Capital June 2012 - February 2014
Morgan Stanley March 2007 - July 2008
Piper Jaffray 2005 - 2007
RSM EquiCo 2004 - 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Due Diligence, Private Equity, Investments, Asset Management, Mergers & Acquisitions, Investment Banking, Corporate Finance
Education
University of Southern California
University of Southern California
Bachelor of Science (B.S.), Finance / Real Estate
David Maigret's Piper Jaffray Experience January 2002 - May 2002
Job Financial Advisor / Assistant Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2002 - Present
Van Kasper & Co March 2002 - May 2002
Piper Jaffray January 2002 - May 2002
aVagear Inc January 1997 - June 1998
Charles Schwab 1995 - 1998
Montgomery Securities October 1994 - August 1996
Robertson Stephens August 1994 - September 1994
Hambrecht & Quist March 1994 - May 1994
Tomchin & Associates May 1989 - April 1993
Education
University of San Diego 1985 — 1989
Bahelor's of Business Administration, Finance
Cardinal Newman 1981 — 1985
Rincon Valley Elementary
Wells Fargo Advisors, LLC May 2002 - Present
Van Kasper & Co March 2002 - May 2002
Piper Jaffray January 2002 - May 2002
aVagear Inc January 1997 - June 1998
Charles Schwab 1995 - 1998
Montgomery Securities October 1994 - August 1996
Robertson Stephens August 1994 - September 1994
Hambrecht & Quist March 1994 - May 1994
Tomchin & Associates May 1989 - April 1993
Education
University of San Diego 1985 — 1989
Bahelor's of Business Administration, Finance
Cardinal Newman 1981 — 1985
Rincon Valley Elementary
Jack Miner's Piper Jaffray Experience July 2009 - July 2011
Job Senior Associate at Cortec Group
Industry Venture Capital & Private Equity
Experience
Cortec Group August 2014 - Present
Cortec Group August 2011 - Present
Piper Jaffray July 2009 - July 2011
Fransmart June 2008 - August 2008
Smith Barney January 2007 - July 2007
University of Chicago Graduate School of Business May 2006 - December 2006
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Due Diligence, Business Valuation, Bloomberg, Capital Markets, Financial Analysis, Finance, M&A experience, Equities, Investments, Venture Capital, Mergers & Acquisitions, LBO
Education
University of Southern California 2005 — 2009
BA, Economics, Business Administration
Cortec Group August 2014 - Present
Cortec Group August 2011 - Present
Piper Jaffray July 2009 - July 2011
Fransmart June 2008 - August 2008
Smith Barney January 2007 - July 2007
University of Chicago Graduate School of Business May 2006 - December 2006
Skills
Investment Banking, Corporate Finance, Valuation, Financial Modeling, Private Equity, Due Diligence, Business Valuation, Bloomberg, Capital Markets, Financial Analysis, Finance, M&A experience, Equities, Investments, Venture Capital, Mergers & Acquisitions, LBO
Education
University of Southern California 2005 — 2009
BA, Economics, Business Administration
Sayer Sweeney's Piper Jaffray Experience June 2007 - August 2007
Job Associate at Fowler Property Acquisitions
Industry Venture Capital & Private Equity
Experience
Fowler Property Acquisitions February 2012 - Present
Breakwater Trading February 2010 - February 2012
Smith Barney July 2008 - September 2009
Piper Jaffray June 2007 - August 2007
Grubb & EllisBRE Commercial 2006 - 2006
Skills
Real Estate, Investment Banking, Due Diligence, Securities, Financial Markets, Real Estate Economics, Financial Modeling, Series 7, Bonds, Risk Management, Market Research, Trading Strategies, Portfolio Management, Valuation, Wealth Management, Equities
Education
University of San Diego 2004 — 2008
BA, Business Administration
The Governors Academy 2000 — 2004
Fowler Property Acquisitions February 2012 - Present
Breakwater Trading February 2010 - February 2012
Smith Barney July 2008 - September 2009
Piper Jaffray June 2007 - August 2007
Grubb & EllisBRE Commercial 2006 - 2006
Skills
Real Estate, Investment Banking, Due Diligence, Securities, Financial Markets, Real Estate Economics, Financial Modeling, Series 7, Bonds, Risk Management, Market Research, Trading Strategies, Portfolio Management, Valuation, Wealth Management, Equities
Education
University of San Diego 2004 — 2008
BA, Business Administration
The Governors Academy 2000 — 2004
Jim Sexton's Piper Jaffray Experience 2000 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2000 - Present
Piper Jaffray 2005 - 2009
Education
University of Notre Dame 1987 — 1991
Piper Jaffray 2000 - Present
Piper Jaffray 2005 - 2009
Education
University of Notre Dame 1987 — 1991
Harvey Zabinsky's Piper Jaffray Experience 2004 - 2005
Job Adjunct Professor of Finance at Illinois Institute of Technology
Industry Financial Services
Experience
Illinois Institute of Technology 1996 - Present
Stuart Graduate School of Business, Illinois Institute of Technology 1995 - Present
Piper Jaffray 2004 - 2005
Bank One September 1993 - July 2004
First National Bank of Chicago 1993 - 2004
Education
University of Rochester
Illinois Institute of Technology 1996 - Present
Stuart Graduate School of Business, Illinois Institute of Technology 1995 - Present
Piper Jaffray 2004 - 2005
Bank One September 1993 - July 2004
First National Bank of Chicago 1993 - 2004
Education
University of Rochester
Chris Mrozek's Piper Jaffray Experience 2000 - 2006
Job Manager of Financial Analysis at Ameriprise Financial Advisors
Industry Financial Services
Experience
Ameriprise Financial Advisors Senior Finance ManagerAmeriprise Financial Services, Inc.2006 - 2013
Piper Jaffray Inc (subsidiary of US Bank from 1997 to 2003) 2000 - 2006
Piper Jaffray 2000 - 2006
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1979
Ameriprise Financial Advisors Senior Finance ManagerAmeriprise Financial Services, Inc.2006 - 2013
Piper Jaffray Inc (subsidiary of US Bank from 1997 to 2003) 2000 - 2006
Piper Jaffray 2000 - 2006
Education
University of Oregon - Charles H. Lundquist College of Business 1978 — 1979
Anatoly Gokhman's Piper Jaffray Experience 2004 - 2010
Job Computer Software Professional
Industry Computer Software
Experience
Deutsche Bank 2010 - 2011
Piper Jaffray 2004 - 2010
Vie Financial Group 2004 - 2005
Work force Logistics 2000 - 2001
Skills
Trading Systems, Java, Requirements Analysis, Spring, SQL, Software Development, .NET, Integration, C#, Scrum, XML, Unix, Databases, HTML, SDLC, ASP.NET, Web Services, Software Engineering, Linux, Oracle, Microsoft SQL Server, Websphere, Electronic Trading, Agile Methodologies, Business Analysis, C++, Capital Markets
Education
University of Rochester 1993 — 1995
Deutsche Bank 2010 - 2011
Piper Jaffray 2004 - 2010
Vie Financial Group 2004 - 2005
Work force Logistics 2000 - 2001
Skills
Trading Systems, Java, Requirements Analysis, Spring, SQL, Software Development, .NET, Integration, C#, Scrum, XML, Unix, Databases, HTML, SDLC, ASP.NET, Web Services, Software Engineering, Linux, Oracle, Microsoft SQL Server, Websphere, Electronic Trading, Agile Methodologies, Business Analysis, C++, Capital Markets
Education
University of Rochester 1993 — 1995
Fred Elledge, CFP®, ADPA®'s Piper Jaffray Experience February 1999 - August 2006
Job First Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Piper Jaffray February 1999 - August 2006
Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, 401k
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree, Finance, Management, Marketing
Wells Fargo Advisors, LLC August 2006 - Present
Piper Jaffray February 1999 - August 2006
Skills
Investments, Asset Allocation, Retirement Planning, Insurance, Mutual Funds, Financial Advisory, 401k
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor's Degree, Finance, Management, Marketing
Sean Mackay's Piper Jaffray Experience April 2006 - May 2007
Job IsoPlexis, CoFounder and CEO
Industry Biotechnology
Experience
IsoPlexis November 2012 - Present
Lifesquare May 2012 - July 2012
Lazard Freres & Co. March 2008 - April 2012
Spring Hill May 2007 - March 2008
Piper Jaffray April 2006 - May 2007
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Corporate Development, Due Diligence, Financial Analysis, Start-ups, Life Science Industry, Finance, Business Development, Restructuring
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Wharton Undergraduate School of Business
Yale School of Management
Master of Business Administration (M.B.A.)
IsoPlexis November 2012 - Present
Lifesquare May 2012 - July 2012
Lazard Freres & Co. March 2008 - April 2012
Spring Hill May 2007 - March 2008
Piper Jaffray April 2006 - May 2007
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Corporate Development, Due Diligence, Financial Analysis, Start-ups, Life Science Industry, Finance, Business Development, Restructuring
Education
University of Pennsylvania - The Wharton School
B.S. in Economics, Wharton Undergraduate School of Business
Yale School of Management
Master of Business Administration (M.B.A.)
James Roso's Piper Jaffray Experience May 1999 - July 2006
Job Assistant Vice President Financial Consultant at Wells Fargo Investments
Industry Financial Services
Experience
Wells Fargo Investments July 2006 - Present
Piper Jaffray May 1999 - July 2006
Kelly Clarke, Inc April 1994 - May 1999
Baltimore Orioles June 1989 - October 1993
Education
University of Oregon
BS, Business Administration - magna cum laude
Wells Fargo Investments July 2006 - Present
Piper Jaffray May 1999 - July 2006
Kelly Clarke, Inc April 1994 - May 1999
Baltimore Orioles June 1989 - October 1993
Education
University of Oregon
BS, Business Administration - magna cum laude
Cindy Ju's Piper Jaffray Experience June 2011 - August 2011
Job Associate at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Oaktree Capital Management July 2014 - Present
Houlihan Lokey July 2012 - July 2014
Piper Jaffray June 2011 - August 2011
J.P. Morgan June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2008 — 2012
Bachelor of Science in Economics, Finance and Operations & Information Management
Cecilia Sun's Piper Jaffray Experience January 2010 - January 2010
Job Analyst at Aisling Capital
Industry Venture Capital & Private Equity
Experience
Aisling Capital June 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Association of Private Health Facilities Tanzania June 2010 - August 2010
Piper Jaffray January 2010 - January 2010
Cephalon June 2009 - August 2009
Stanford University June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S., Economics with Concentrations in Finance, Healthcare Management and Policy
University of Pennsylvania 2008 — 2012
B.A., With Distinction in Biology
Aisling Capital June 2014 - Present
Credit Suisse July 2012 - June 2014
Credit Suisse June 2011 - August 2011
Association of Private Health Facilities Tanzania June 2010 - August 2010
Piper Jaffray January 2010 - January 2010
Cephalon June 2009 - August 2009
Stanford University June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
B.S., Economics with Concentrations in Finance, Healthcare Management and Policy
University of Pennsylvania 2008 — 2012
B.A., With Distinction in Biology
Donald Leek's Piper Jaffray Experience May 1998 - October 2001
Job Vice President Fixed Income Trading at Vision Capital Mgmt
Industry Investment Management
Experience
Vision Capital Mgmt March 2008 - Present
Seattle NW February 2002 - September 2007
Piper Jaffray May 1998 - October 2001
Skills
Fixed Income, Trading, Equities, Bonds, Investments, Portfolio Management
Education
University of Portland 1983 — 1988
BBA, Management
Arizona State University 1984 — 1985
Vision Capital Mgmt March 2008 - Present
Seattle NW February 2002 - September 2007
Piper Jaffray May 1998 - October 2001
Skills
Fixed Income, Trading, Equities, Bonds, Investments, Portfolio Management
Education
University of Portland 1983 — 1988
BBA, Management
Arizona State University 1984 — 1985
Chris McCarty's Piper Jaffray Experience 2008 - April 2011
Job SVP Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2011 - Present
Piper Jaffray 2008 - April 2011
Bear Stearns 1996 - 2008
Skills
Capital Markets, Fixed Income, Investments, Securities, Series 7, Hedge Funds, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Bonds, Alternative Investments
Education
University of Oregon 1985 — 1990
BS, Finance
Mesirow Financial May 2011 - Present
Piper Jaffray 2008 - April 2011
Bear Stearns 1996 - 2008
Skills
Capital Markets, Fixed Income, Investments, Securities, Series 7, Hedge Funds, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Bonds, Alternative Investments
Education
University of Oregon 1985 — 1990
BS, Finance
Shana Stephens Murray's Piper Jaffray Experience 1993 - 1994
Job Vice President Wells Fargo Corporate Trust Services
Industry Financial Services
Experience
Wells Fargo 1996 - Present
Wells Fargo 1995 - 1996
Wells Fargo 1994 - 1995
Piper Jaffray 1993 - 1994
Skills
Corporate Finance, Securities, Leadership, Financial Analysis, Series 7, Structured Finance, Credit, Strategic Planning, Hedge Funds, Investment Banking, Equities, Insurance, Customer Service, Mergers & Acquisitions, Due Diligence, Series 63, Mutual Funds, Valuation, Financial Services, Credit Risk, Wealth Management, Structured Products, Derivatives, Financial Advisory, Finance, Bloomberg, Strategic Financial..., Trading
Education
University of Notre Dame 1988 — 1992
Bachelor of Arts, Government/International Relations and Spanish
University of St. Thomas 1994 — 1999
Master of Business Administration (MBA), Finance, General
Wells Fargo 1996 - Present
Wells Fargo 1995 - 1996
Wells Fargo 1994 - 1995
Piper Jaffray 1993 - 1994
Skills
Corporate Finance, Securities, Leadership, Financial Analysis, Series 7, Structured Finance, Credit, Strategic Planning, Hedge Funds, Investment Banking, Equities, Insurance, Customer Service, Mergers & Acquisitions, Due Diligence, Series 63, Mutual Funds, Valuation, Financial Services, Credit Risk, Wealth Management, Structured Products, Derivatives, Financial Advisory, Finance, Bloomberg, Strategic Financial..., Trading
Education
University of Notre Dame 1988 — 1992
Bachelor of Arts, Government/International Relations and Spanish
University of St. Thomas 1994 — 1999
Master of Business Administration (MBA), Finance, General
Scott Weinstein's Piper Jaffray Experience 2005 - January 2011
Job at Aurora Networks
Industry Financial Services
Experience
Aurora Networks October 2010 - Present
Piper Jaffray 2005 - January 2011
Thomas Weisel Partners 1999 - 2005
Education
University of Pennsylvania 1992 — 1995
Bachelors, Economics, Systems Engineering
Aurora Networks October 2010 - Present
Piper Jaffray 2005 - January 2011
Thomas Weisel Partners 1999 - 2005
Education
University of Pennsylvania 1992 — 1995
Bachelors, Economics, Systems Engineering
John Brownschidle's Piper Jaffray Experience July 2013 - July 2015
Job Private Equity Associate at Baird Capital
Industry Financial Services
Experience
Baird Capital July 2015 - Present
Piper Jaffray July 2013 - July 2015
Paramax Corporation May 2012 - July 2012
XMS Capital Partners May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel
Education
University of Pittsburgh 2009 — 2013
Finance & Economics
Baird Capital July 2015 - Present
Piper Jaffray July 2013 - July 2015
Paramax Corporation May 2012 - July 2012
XMS Capital Partners May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel
Education
University of Pittsburgh 2009 — 2013
Finance & Economics
Steinberg Brent's Piper Jaffray Experience August 1994 - May 1998
Job Vice PresidentInvestment Officer: Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 1998 - Present
Piper Jaffray August 1994 - May 1998
Skills
Financial Analysis, Insurance, Series 7, Risk Management, Strategic Planning
Education
University of Oregon 1990 — 1994
Bachelor of Science (BS), Political Science and Government, A
Beaverton High
Wells Fargo Advisors, LLC May 1998 - Present
Piper Jaffray August 1994 - May 1998
Skills
Financial Analysis, Insurance, Series 7, Risk Management, Strategic Planning
Education
University of Oregon 1990 — 1994
Bachelor of Science (BS), Political Science and Government, A
Beaverton High
James Masciangelo's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
Piper Jaffray June 2013 - August 2013
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investments and Securities
Piper Jaffray July 2014 - Present
Piper Jaffray June 2013 - August 2013
Education
University of San Diego 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, Investments and Securities
Frank Hou's Piper Jaffray Experience September 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2015 - Present
Houlihan Lokey July 2014 - August 2015
Education
University of Southern California 2010 — 2013
B.S., Business Administration
Piper Jaffray September 2015 - Present
Houlihan Lokey July 2014 - August 2015
Education
University of Southern California 2010 — 2013
B.S., Business Administration
Alex Berkenkamp's Piper Jaffray Experience June 2012 - August 2012
Job Technology Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2014 - Present
GCA Savvian August 2013 - April 2014
USC Marshall School of Business August 2012 - May 2013
Piper Jaffray June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Hermes BPK Partners June 2010 - July 2010
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance & Business Economics
Deutsche Bank May 2014 - Present
GCA Savvian August 2013 - April 2014
USC Marshall School of Business August 2012 - May 2013
Piper Jaffray June 2012 - August 2012
Deutsche Bank June 2011 - August 2011
Hermes BPK Partners June 2010 - July 2010
Education
University of Southern California 2009 — 2013
Bachelor of Science (B.S.) in Business Administration, Finance & Business Economics
Neil Higgins's Piper Jaffray Experience 2005 - 2007
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2007 - Present
Piper Jaffray 2005 - 2007
Bank of America 2000 - 2005
Education
University of Virginia 1991 — 1994
Doctor of Law (JD)
University of Notre Dame 1987 — 1991
Bachelor of Science (BS), Political Science and Government
Jefferies & Company September 2007 - Present
Piper Jaffray 2005 - 2007
Bank of America 2000 - 2005
Education
University of Virginia 1991 — 1994
Doctor of Law (JD)
University of Notre Dame 1987 — 1991
Bachelor of Science (BS), Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS