Piper Jaffray
Industry: Investment banking company
DescriptionPiper Jaffray Companies is American multinational independent investment bank and financial services company focused on mergers and acquisitions, financial restructuring, public offerings, public finance, institutional brokerage, investment management and securities research. Headquarters: Minneapolis, Minnesota, United States CEO: Andrew S Duff (31 Dec 2003–) Revenue: 874.9 million USD (2017) Subsidiaries: Piper Jaffray Ltd,
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Piper Jaffray Employees
Employee
Years
Job
Industry
Eric Donaldson Eric Donaldson's Piper Jaffray Experience June 2015 - July 2015
Job Dean's Host at Boston University Questrom School of Business
Industry Financial Services
Experience
Boston University Questrom School of Business January 2015 - Present
Boston University November 2014 - Present
Cambridge Youth Soccer September 2014 - Present
Piper Jaffray June 2015 - July 2015
U.S. Bank June 2014 - August 2014
Skills
Teamwork, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Soccer, Social Media, Customer Service, English, French, Critical Thinking, Microsoft Office, Team Leadership, Research, Public Speaking, Blogging, Facebook, Finance, Writing, Team Management, Team-oriented, Organization, Mainframe, IBM Mainframe, Coaching, Microsoft Access, Data Analysis, Management
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor's Degree, Business Administration and Management
Mahtomedi High School 2009 — 2013
High School
Boston University Questrom School of Business January 2015 - Present
Boston University November 2014 - Present
Cambridge Youth Soccer September 2014 - Present
Piper Jaffray June 2015 - July 2015
U.S. Bank June 2014 - August 2014
Skills
Teamwork, Microsoft Excel, Microsoft Word, Leadership, PowerPoint, Soccer, Social Media, Customer Service, English, French, Critical Thinking, Microsoft Office, Team Leadership, Research, Public Speaking, Blogging, Facebook, Finance, Writing, Team Management, Team-oriented, Organization, Mainframe, IBM Mainframe, Coaching, Microsoft Access, Data Analysis, Management
Education
Boston University Questrom School of Business 2013 — 2017
Bachelor's Degree, Business Administration and Management
Mahtomedi High School 2009 — 2013
High School
Doug Brewster Doug Brewster's Piper Jaffray Experience June 2008 - September 2010
Job Sr. Manager, Corporate FP&A at Okta, Inc.
Industry Computer Software
Experience
Okta, Inc. February 2013 - Present
Credit Suisse October 2010 - June 2012
Piper Jaffray June 2008 - September 2010
Klymit January 2009 - April 2009
Global Financial Advisors January 2008 - April 2008
EscrowTech International, Inc. May 2005 - December 2007
Skills
Financial Modeling, Valuation, Mergers, Business Strategy, Corporate Development, Private Equity, Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
Brigham Young University 2004 — 2009
Bachelor of Science (B.S.), Finance
Okta, Inc. February 2013 - Present
Credit Suisse October 2010 - June 2012
Piper Jaffray June 2008 - September 2010
Klymit January 2009 - April 2009
Global Financial Advisors January 2008 - April 2008
EscrowTech International, Inc. May 2005 - December 2007
Skills
Financial Modeling, Valuation, Mergers, Business Strategy, Corporate Development, Private Equity, Financial Analysis, Venture Capital, Corporate Finance, Investment Banking, Due Diligence, Mergers & Acquisitions
Education
Brigham Young University 2004 — 2009
Bachelor of Science (B.S.), Finance
Ben Huang's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Piper Jaffray June 2014 - August 2014
Evergreen Capital Management September 2013 - December 2013
Relaborate, Inc. June 2012 - August 2012
Central Park Tennis Club September 2010 - August 2012
Skills
Microsoft Office, Leadership, R, ThomsonOne, InDesign, Economics, Research, Python, Public Speaking, Teamwork
Education
Carleton College 2011 — 2015
Bachelor of Arts (BA), Economics
University of Cambridge 2013 — 2013
Study Abroad Program, Economics
Piper Jaffray June 2015 - Present
Piper Jaffray June 2014 - August 2014
Evergreen Capital Management September 2013 - December 2013
Relaborate, Inc. June 2012 - August 2012
Central Park Tennis Club September 2010 - August 2012
Skills
Microsoft Office, Leadership, R, ThomsonOne, InDesign, Economics, Research, Python, Public Speaking, Teamwork
Education
Carleton College 2011 — 2015
Bachelor of Arts (BA), Economics
University of Cambridge 2013 — 2013
Study Abroad Program, Economics
Jieqiong(Daisy) Yin Jieqiong(Daisy) Yin's Piper Jaffray Experience January 2014 - June 2014
Job Risk Analyst at Federal Home Loan Bank of Chicago
Industry Financial Services
Experience
Federal Home Loan Bank of Chicago July 2014 - Present
Piper Jaffray January 2014 - June 2014
Innovation Works March 2013 - June 2013
China Construction Bank June 2012 - September 2012
Skills
C++, Matlab, Quantitative Finance, Monte Carlo Simulation, Fixed Income, R, Risk Management, Microsoft Office, English, C, Statistics, Research, Customer Service, Eviews, Financial Risk
Education
University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Central University of Finance and Economics 2009 — 2013
Bachelor's degree, Financial engineering, Top3, 93.10/100, major:94.95/100
CHUNHUI
Exp
Federal Home Loan Bank of Chicago July 2014 - Present
Piper Jaffray January 2014 - June 2014
Innovation Works March 2013 - June 2013
China Construction Bank June 2012 - September 2012
Skills
C++, Matlab, Quantitative Finance, Monte Carlo Simulation, Fixed Income, R, Risk Management, Microsoft Office, English, C, Statistics, Research, Customer Service, Eviews, Financial Risk
Education
University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Central University of Finance and Economics 2009 — 2013
Bachelor's degree, Financial engineering, Top3, 93.10/100, major:94.95/100
CHUNHUI
Exp
Neely Tamminga Neely Tamminga's Piper Jaffray Experience September 2002 - Present
Job Managing Director, Senior Research Analyst at Piper Jaffray
Industry Research
Experience
Piper Jaffray September 2002 - Present
Highpoint Center for Printmaking February 2013 - 2013
A.G. Edwards 1996 - 2002
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Specialty Retail, Retail, Equity Research, Sell Side, Bloomberg, Equities, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Series 7, Equity Valuation, Hedge Funds, Alternative Investments, Fixed Income, Series 63
Education
Calvin College 1992 — 1996
BA, Economics
Saint Louis University
MBA, Finance
Piper Jaffray September 2002 - Present
Highpoint Center for Printmaking February 2013 - 2013
A.G. Edwards 1996 - 2002
A.G. Edwards & Sons, Inc. 1996 - 2002
Skills
Specialty Retail, Retail, Equity Research, Sell Side, Bloomberg, Equities, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Series 7, Equity Valuation, Hedge Funds, Alternative Investments, Fixed Income, Series 63
Education
Calvin College 1992 — 1996
BA, Economics
Saint Louis University
MBA, Finance
Abraham Thomas Abraham Thomas's Piper Jaffray Experience January 2014 - Present
Job
Industry Investment Banking
Experience
Piper Jaffray January 2014 - Present
Partnership Capital Growth October 2008 - January 2014
Piper Jaffray July 2007 - September 2008
Sorenson Capital June 2006 - March 2007
Brigham Young University 2006 - 2007
Skills
Private Equity, Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers, Investments, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Entrepreneurship, Hedge Funds, Business Strategy, Equities
Education
Brigham Young University 2002 — 2007
Business Administration
Etowah
Piper Jaffray January 2014 - Present
Partnership Capital Growth October 2008 - January 2014
Piper Jaffray July 2007 - September 2008
Sorenson Capital June 2006 - March 2007
Brigham Young University 2006 - 2007
Skills
Private Equity, Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers, Investments, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Entrepreneurship, Hedge Funds, Business Strategy, Equities
Education
Brigham Young University 2002 — 2007
Business Administration
Etowah
Sean Burns Sean Burns's Piper Jaffray Experience July 2014 - February 2015
Job Finance Associate at Health Grades
Industry Information Technology and Services
Experience
Health Grades Inc February 2015 - Present
Piper Jaffray July 2014 - February 2015
Piper Jaffray July 2012 - June 2014
G-Form February 2012 - June 2012
Piper Jaffray June 2011 - August 2011
Oppenheimer and Company February 2011 - May 2011
Turfer Athletic June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Fundraising, Entrepreneurship, Public Speaking, Event Planning, Nonprofits, Financial Modeling, Start-ups
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Public Policy
The Blake School 2004 — 2008
Health Grades Inc February 2015 - Present
Piper Jaffray July 2014 - February 2015
Piper Jaffray July 2012 - June 2014
G-Form February 2012 - June 2012
Piper Jaffray June 2011 - August 2011
Oppenheimer and Company February 2011 - May 2011
Turfer Athletic June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Fundraising, Entrepreneurship, Public Speaking, Event Planning, Nonprofits, Financial Modeling, Start-ups
Education
Brown University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Public Policy
The Blake School 2004 — 2008
Brooks Cory AAMS®, CRPC®'s Piper Jaffray Experience February 2004 - October 2006
Job Senior Vice PresidentInvestment Officer at Cory Financial Group of Wells Fargo Advisors
Industry Financial Services
Experience
Cory Financial Group of Wells Fargo Advisors January 2014 - Present
Cory Financial Group of Wells Fargo Advisors January 2011 - January 2014
Cory Financial Group of Wells Fargo Advisors May 2009 - January 2011
Wachovia Securities (a predecessor firm of Wells Fargo Advisors, LLC) October 2006 - May 2009
Piper Jaffray February 2004 - October 2006
Education
College for Financial Planning 2012 — 2015
Financial Planning and Services
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor (sm)
College for Financial Planning 2010 — 2011
Accredited Asset Management Specialist (sm)
Colorado State University 1993 — 2000
BA, Sociology, Biology and Economics
Cory Financial Group of Wells Fargo Advisors January 2014 - Present
Cory Financial Group of Wells Fargo Advisors January 2011 - January 2014
Cory Financial Group of Wells Fargo Advisors May 2009 - January 2011
Wachovia Securities (a predecessor firm of Wells Fargo Advisors, LLC) October 2006 - May 2009
Piper Jaffray February 2004 - October 2006
Education
College for Financial Planning 2012 — 2015
Financial Planning and Services
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor (sm)
College for Financial Planning 2010 — 2011
Accredited Asset Management Specialist (sm)
Colorado State University 1993 — 2000
BA, Sociology, Biology and Economics
Kyle Bauser, Ph.D.'s Piper Jaffray Experience 2013 - Present
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2013 - Present
Credit Suisse 2015 - 2015
City University of New York 2010 - 2011
Minnesota 2020 2009 - 2009
Macrovision Consulting 2008 - 2008
Education
City University of New York 2009 — 2014
Ph.D., Economics
City University of New York 2009 — 2011
M.A., Economics
Colorado College 2003 — 2007
B.A., Mathematical Economics
Piper Jaffray 2013 - Present
Credit Suisse 2015 - 2015
City University of New York 2010 - 2011
Minnesota 2020 2009 - 2009
Macrovision Consulting 2008 - 2008
Education
City University of New York 2009 — 2014
Ph.D., Economics
City University of New York 2009 — 2011
M.A., Economics
Colorado College 2003 — 2007
B.A., Mathematical Economics
Susan Lawrence Susan Lawrence's Piper Jaffray Experience 1987 - 1997
Job Managing Director Investment Officer, PIM Portffolio Manager at Lawrence Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Lawrence Investment Group of Wells Fargo Advisors November 1997 - Present
Piper Jaffray 1987 - 1997
Skills
Investments, Retirement Planning, Finance, Financial Services, Insurance, Management, Financial Analysis, Leadership, Investment Strategies, Securities, Financial Risk, Employee Benefits, Financial Modeling, Public Speaking, Strategic Planning, Alternative Investments, Financial Advisory, Retirement, 401k, Mutual Funds, Budgets, Process Improvement, Sales, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 2009
CIMA®, Certified Investment Management AnalystSM
Brigham Young University 1975 — 1981
Lawrence Investment Group of Wells Fargo Advisors November 1997 - Present
Piper Jaffray 1987 - 1997
Skills
Investments, Retirement Planning, Finance, Financial Services, Insurance, Management, Financial Analysis, Leadership, Investment Strategies, Securities, Financial Risk, Employee Benefits, Financial Modeling, Public Speaking, Strategic Planning, Alternative Investments, Financial Advisory, Retirement, 401k, Mutual Funds, Budgets, Process Improvement, Sales, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 2009
CIMA®, Certified Investment Management AnalystSM
Brigham Young University 1975 — 1981
Jacob Wolkowitz's Piper Jaffray Experience July 2004 - May 2005
Job Investment Manager at Accredited Investors
Industry Financial Services
Experience
Accredited Investors Inc. May 2005 - Present
VocalEssence July 2013 - Present
Piper Jaffray July 2004 - May 2005
Skills
Investment Advisory, Equity Research, Investment Strategies
Education
Carleton College 2000 — 2004
Bachelor of Arts (BA), Economics
Accredited Investors Inc. May 2005 - Present
VocalEssence July 2013 - Present
Piper Jaffray July 2004 - May 2005
Skills
Investment Advisory, Equity Research, Investment Strategies
Education
Carleton College 2000 — 2004
Bachelor of Arts (BA), Economics
Matthew Richmond, MBA's Piper Jaffray Experience 2002 - 2005
Job Principal / Financial Advisor at Richmond Investment Services LLC
Industry Financial Services
Experience
Richmond Investment Services 2007 - Present
JPMorgan Chase 2005 - 2007
Piper Jaffray 2002 - 2005
Skills
Financial Planning, Series 7, Securities, Options, Bonds, Strategic Financial..., Asset Managment, Mutual Funds, Investments, Insurance, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Portfolio Management, Asset Allocation, Alternative Investments, Long-term Care, Investment Advisory, Investment Strategies, Fixed Annuities, Retirement, Finance, 401k, Derivatives, Series 24, Banking, Financial Services, Wealth, Estate Planning, Series 65, IRAs, Series 6, ETFs, 401k Rollovers, Life Insurance, Hedge Funds, Separately Managed..., Relationship Management, Financial Goals, Financial Analysis, Disability Insurance, Wealth Management..., Cash Management, Risk Management, Term Life Insurance, Variable Annuities, FINRA, Uniform Combined State..., Asset Management
Education
Concordia University-Wisconsin 2009 — 2012
Master of Business Administration (MBA), Emphasis in Finance
Cardinal Stritch University
B.S, Management
Richmond Investment Services 2007 - Present
JPMorgan Chase 2005 - 2007
Piper Jaffray 2002 - 2005
Skills
Financial Planning, Series 7, Securities, Options, Bonds, Strategic Financial..., Asset Managment, Mutual Funds, Investments, Insurance, Wealth Management, Retirement Planning, Financial Advisory, Series 63, Portfolio Management, Asset Allocation, Alternative Investments, Long-term Care, Investment Advisory, Investment Strategies, Fixed Annuities, Retirement, Finance, 401k, Derivatives, Series 24, Banking, Financial Services, Wealth, Estate Planning, Series 65, IRAs, Series 6, ETFs, 401k Rollovers, Life Insurance, Hedge Funds, Separately Managed..., Relationship Management, Financial Goals, Financial Analysis, Disability Insurance, Wealth Management..., Cash Management, Risk Management, Term Life Insurance, Variable Annuities, FINRA, Uniform Combined State..., Asset Management
Education
Concordia University-Wisconsin 2009 — 2012
Master of Business Administration (MBA), Emphasis in Finance
Cardinal Stritch University
B.S, Management
Blake Anderson Blake Anderson's Piper Jaffray Experience July 2005 - September 2005
Job Cryptographic Economist
Industry Computer & Network Security
Experience
Self-employed 2012 - Present
Wells Fargo July 2012 - October 2012
Wells Fargo April 2011 - October 2011
Glenny Glass Company December 2007 - April 2008
Piper Jaffray July 2005 - September 2005
Skills
Networking, Entrepreneurship, Business Development, Social Media, Management, Leadership, Databases, Marketing Strategy, Public Speaking, Business Strategy, Security, Bitcoin, Strategy, Start-ups, Social Networking, IT Infrastructure..., Software Deployment, Disaster Recovery, Information Technology, Information Security, Political Philosophy, Economics, Linux, Information Science, PCI DSS, Software, Computer Hardware, ITIL, System Deployment, Enterprise Software, Oracle, Integration, Data Center, Consulting, IT Management, SQL, Program Management, Operating Systems, Process Improvement, Infrastructure, Agile Project Management, SCRUM, Quality Assurance, Automation, Active Directory, Philosophy, ODBC
Education
MIT OCW 2003 — 2014
Computer and Information Sciences, General
Century College 2004 — 2006
General Studies
Self-employed 2012 - Present
Wells Fargo July 2012 - October 2012
Wells Fargo April 2011 - October 2011
Glenny Glass Company December 2007 - April 2008
Piper Jaffray July 2005 - September 2005
Skills
Networking, Entrepreneurship, Business Development, Social Media, Management, Leadership, Databases, Marketing Strategy, Public Speaking, Business Strategy, Security, Bitcoin, Strategy, Start-ups, Social Networking, IT Infrastructure..., Software Deployment, Disaster Recovery, Information Technology, Information Security, Political Philosophy, Economics, Linux, Information Science, PCI DSS, Software, Computer Hardware, ITIL, System Deployment, Enterprise Software, Oracle, Integration, Data Center, Consulting, IT Management, SQL, Program Management, Operating Systems, Process Improvement, Infrastructure, Agile Project Management, SCRUM, Quality Assurance, Automation, Active Directory, Philosophy, ODBC
Education
MIT OCW 2003 — 2014
Computer and Information Sciences, General
Century College 2004 — 2006
General Studies
Nancy Hayes Nancy Hayes's Piper Jaffray Experience June 2000 - April 2003
Job Director Asset Management LFO at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Ameriprise Financial Services, Inc. March 2014 - Present
Columbia Management April 2010 - March 2014
RiverSource Investments October 2003 - April 2010
Piper Jaffray June 2000 - April 2003
American Express Financial Advisors June 1997 - June 2000
Skills
Business Analysis, Asset Management, Fixed Income, Financial Services, Mutual Funds, Investments, Equities, Portfolio Management, Asset Allocation, Series 7, Bloomberg, Capital Markets, Derivatives, Financial Modeling, Requirements Gathering, Securities, Microsoft Excel, Business Process..., Relationship Management
Education
Calvin College
Daniel Grosslight Daniel Grosslight's Piper Jaffray Experience August 2007 - May 2011
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2013 - Present
UBS Investment Bank May 2011 - August 2013
Piper Jaffray August 2007 - May 2011
Skills
Equity Capital Markets, Convertible Securities, Investment Banking, Healthcare Banking, Clean Technology, Valuation, Financial Modeling, Equities, Private Placements, Financial Structuring, Capital Markets, IPO, LBO
Education
Claremont McKenna College 2003 — 2007
BA, Economics and Government
Credit Suisse September 2013 - Present
UBS Investment Bank May 2011 - August 2013
Piper Jaffray August 2007 - May 2011
Skills
Equity Capital Markets, Convertible Securities, Investment Banking, Healthcare Banking, Clean Technology, Valuation, Financial Modeling, Equities, Private Placements, Financial Structuring, Capital Markets, IPO, LBO
Education
Claremont McKenna College 2003 — 2007
BA, Economics and Government
Jason Kamosi Jason Kamosi's Piper Jaffray Experience October 2012 - July 2013
Job Investment Banking Analyst
Industry Financial Services
Experience
Barclays Capital August 2013 - July 2015
Piper Jaffray October 2012 - July 2013
Maxim Integrated Products July 2012 - October 2012
Skills
Corporate Finance, Financial Analysis, LBO, Financial Modeling, Management, M&A analysis, Strategic Finance, Industry Research, Investment Banking, Valuation, Equities, Mergers & Acquisitions, DCF Valuation
Education
Massachusetts Institute of Technology 2011 — 2012
Master, Finance
Brigham Young University
B.A., B.S., Economics, Mathematics
Woodrow Wilson High School
Barclays Capital August 2013 - July 2015
Piper Jaffray October 2012 - July 2013
Maxim Integrated Products July 2012 - October 2012
Skills
Corporate Finance, Financial Analysis, LBO, Financial Modeling, Management, M&A analysis, Strategic Finance, Industry Research, Investment Banking, Valuation, Equities, Mergers & Acquisitions, DCF Valuation
Education
Massachusetts Institute of Technology 2011 — 2012
Master, Finance
Brigham Young University
B.A., B.S., Economics, Mathematics
Woodrow Wilson High School
Thomas Saunders Thomas Saunders's Piper Jaffray Experience September 2002 - April 2003
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
RBC Wealth Management July 2005 - April 2013
RBC Dain Rauscher December 2004 - July 2005
Wells Fargo Private Client Services June 2003 - December 2004
Piper Jaffray September 2002 - April 2003
Dorsey & Whitney LLP 1997 - 2002
Skills
Disaster Recovery, VMware, Business Requirements, Enterprise Software, Active Directory, Business Analysis, SharePoint, Microsoft Exchange, Requirements Gathering, Visio, ITIL, Vendor Management, Enterprise Architecture, IT Strategy, Requirements Analysis
Education
Capella University 2012 — 2015
IT Project Management
RBC Wealth Management April 2013 - Present
RBC Wealth Management July 2005 - April 2013
RBC Dain Rauscher December 2004 - July 2005
Wells Fargo Private Client Services June 2003 - December 2004
Piper Jaffray September 2002 - April 2003
Dorsey & Whitney LLP 1997 - 2002
Skills
Disaster Recovery, VMware, Business Requirements, Enterprise Software, Active Directory, Business Analysis, SharePoint, Microsoft Exchange, Requirements Gathering, Visio, ITIL, Vendor Management, Enterprise Architecture, IT Strategy, Requirements Analysis
Education
Capella University 2012 — 2015
IT Project Management
Chris Ruffle Chris Ruffle's Piper Jaffray Experience July 2014 - July 2015
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Guggenheim Partners August 2015 - Present
Piper Jaffray July 2014 - July 2015
Bridge Street Advisors June 2013 - August 2013
Tobin & Company Investment Banking Group May 2012 - July 2012
Knowledge Capital Group April 2012 - May 2012
Tandem Investment Advisors, Inc. August 2011 - December 2011
College of Charleston Call Center September 2010 - December 2010
Skills
Mergers & Acquisitions, Financial Modeling
Education
Claremont McKenna College 2013 — 2014
Master's in Finance
College of Charleston 2009 — 2013
Economics, Finance
Guggenheim Partners August 2015 - Present
Piper Jaffray July 2014 - July 2015
Bridge Street Advisors June 2013 - August 2013
Tobin & Company Investment Banking Group May 2012 - July 2012
Knowledge Capital Group April 2012 - May 2012
Tandem Investment Advisors, Inc. August 2011 - December 2011
College of Charleston Call Center September 2010 - December 2010
Skills
Mergers & Acquisitions, Financial Modeling
Education
Claremont McKenna College 2013 — 2014
Master's in Finance
College of Charleston 2009 — 2013
Economics, Finance
Lang Nguyen Lang Nguyen's Piper Jaffray Experience May 2013 - December 2013
Job IT Specialist
Industry Information Technology and Services
Experience
Hennepin County June 2014 - Present
SpartanNash April 2014 - June 2014
Hennepin County February 2014 - April 2014
Piper Jaffray May 2013 - December 2013
Mystic Lake Casino Hotel August 2008 - May 2013
Target January 2006 - May 2008
Skills
Microsoft Exchange, Microsoft Office, Active Directory, Blackberry Enterprise..., Cisco IOS, Windows XP, Windows 7, Windows Server, System Administration, Network Administration, VPN, Networking
Education
Brown College 2004 — 2006
Associate of Arts and Sciences (AAS), Information Technology
Hennepin County June 2014 - Present
SpartanNash April 2014 - June 2014
Hennepin County February 2014 - April 2014
Piper Jaffray May 2013 - December 2013
Mystic Lake Casino Hotel August 2008 - May 2013
Target January 2006 - May 2008
Skills
Microsoft Exchange, Microsoft Office, Active Directory, Blackberry Enterprise..., Cisco IOS, Windows XP, Windows 7, Windows Server, System Administration, Network Administration, VPN, Networking
Education
Brown College 2004 — 2006
Associate of Arts and Sciences (AAS), Information Technology
Winnie Y. Dong's Piper Jaffray Experience March 2014 - Present
Job Equity Research Associate
Industry Financial Services
Experience
Piper Jaffray March 2014 - Present
J.P. Morgan January 2013 - March 2014
Bloomberg March 2012 - January 2013
Bloomberg March 2010 - March 2012
Bloomberg June 2008 - February 2010
Bear Stearns June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Bloomberg Terminal, Project Planning, Financial Reporting, Project Execution, Financial Analysis, Private Equity, Budget Management, Project Initiation, Chinese culture, Japanese culture, Team Leadership, Translation, Series 63, Series 7, Equity Research
Education
Brandeis University 2004 — 2008
Bachelors of Art, Major in Psychology and East Asian Studies, Minor in Business, 3.89 / 4.0
Columbia University/Kyoto University (Kyoto Consortium for Japanese Studies) 2007 — 2007
Study Abroad, Japanese Language and Literature, 4.0/4.0
Piper Jaffray March 2014 - Present
J.P. Morgan January 2013 - March 2014
Bloomberg March 2012 - January 2013
Bloomberg March 2010 - March 2012
Bloomberg June 2008 - February 2010
Bear Stearns June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Bloomberg Terminal, Project Planning, Financial Reporting, Project Execution, Financial Analysis, Private Equity, Budget Management, Project Initiation, Chinese culture, Japanese culture, Team Leadership, Translation, Series 63, Series 7, Equity Research
Education
Brandeis University 2004 — 2008
Bachelors of Art, Major in Psychology and East Asian Studies, Minor in Business, 3.89 / 4.0
Columbia University/Kyoto University (Kyoto Consortium for Japanese Studies) 2007 — 2007
Study Abroad, Japanese Language and Literature, 4.0/4.0
James Zhu James Zhu's Piper Jaffray Experience March 2013 - Present
Job MBS/RMBS Quantitative Analyst and Modeler
Industry Financial Services
Experience
Piper Jaffray March 2013 - Present
UBS Investment Bank April 2010 - November 2012
Jefferies & Company May 2008 - March 2010
Ellington Management Group January 2005 - May 2008
Skills
C++, C#, VBA, R
Education
Columbia University in the City of New York 2003 — 2005
MS
City University of New York 1999 — 2005
Ph.D.
Fudan University 1995 — 1999
BS
Piper Jaffray March 2013 - Present
UBS Investment Bank April 2010 - November 2012
Jefferies & Company May 2008 - March 2010
Ellington Management Group January 2005 - May 2008
Skills
C++, C#, VBA, R
Education
Columbia University in the City of New York 2003 — 2005
MS
City University of New York 1999 — 2005
Ph.D.
Fudan University 1995 — 1999
BS
Tanya Nichols Tanya Nichols's Piper Jaffray Experience August 1999 - March 2006
Job Financial Advisor, CFP® at Ascential Wealth Advisors
Industry Financial Services
Experience
Ascential Wealth Advisors, An independent firm September 2014 - Present
Wells Fargo Advisors December 2010 - September 2014
US Bancorp Investments March 2006 - December 2010
Piper Jaffray August 1999 - March 2006
Skills
Investments, Finance, Insurance, Retirement, Financial Services, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Investment..., Strategic Planning, Financial Analysis, 401k Rollovers
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certified Financial Planner®
Ascential Wealth Advisors, An independent firm September 2014 - Present
Wells Fargo Advisors December 2010 - September 2014
US Bancorp Investments March 2006 - December 2010
Piper Jaffray August 1999 - March 2006
Skills
Investments, Finance, Insurance, Retirement, Financial Services, Wealth Management, Series 7, Investment Strategies, Strategic Financial..., Asset Allocation, Retirement Planning, Estate Investment..., Strategic Planning, Financial Analysis, 401k Rollovers
Education
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Finance, General
College for Financial Planning
Certified Financial Planner®
Dean S. Bennion Dean S. Bennion's Piper Jaffray Experience 1995 - 1997
Job Managing Partner at Kimball Creek Partners
Industry Investment Management
Experience
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Kimball Creek Partners July 2013 - Present
Wells Fargo Advisors April 1997 - July 2013
Piper Jaffray 1995 - 1997
Shearson Lehman Brothers April 1989 - April 1995
ScotiaMcLeod June 1987 - April 1989
Skills
Portfolio Management, Investment Strategies, Investment Advisory, Structured Products, Wealth Management, Asset Allocation, Certified Financial..., Wealth Management..., High Net Worth..., Alternative Investments, Strategic Financial..., Retirement Planning, Series 63, Series 7, Series 9-10, Investments, Investment Management, Equities, Fixed Income, Securities, Financial Advisory, Finance, Risk Management
Education
Thunderbird School of Global Management 1986 — 1987
Master of International Management, International Finance and Trade
University of Washington 1983 — 1986
Bachelor of Arts (B.A.), Business (Finance concentration)
Brigham Young University 1982 — 1983
Pre- Business, Spanish
Kyle Williams's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Apple June 2013 - September 2013
Taylor Frigon Capital Management LLC March 2012 - June 2013
Language Canada June 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Team Leadership, Qualitative Research, Financial Modeling, Valuation, PowerPoint, Microsoft Word, Time Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Villa Park High School 2006 — 2010
High School Diploma, General Education
Piper Jaffray July 2014 - Present
Apple June 2013 - September 2013
Taylor Frigon Capital Management LLC March 2012 - June 2013
Language Canada June 2012 - September 2012
Skills
Financial Analysis, Microsoft Excel, Corporate Finance, Team Leadership, Qualitative Research, Financial Modeling, Valuation, PowerPoint, Microsoft Word, Time Management
Education
California Polytechnic State University-San Luis Obispo 2010 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Villa Park High School 2006 — 2010
High School Diploma, General Education
Nate Green Nate Green's Piper Jaffray Experience October 2013 - March 2015
Job Director of Economic Development at The Montrose Group, LLC
Industry Government Relations
Experience
The Montrose Group, LLC April 2015 - Present
Piper Jaffray October 2013 - March 2015
JobsOhio September 2011 - October 2013
Ohio Department of Development January 2011 - September 2011
Pickaway Progress Partnership July 2005 - January 2011
Cleveland-Cuyahoga County Port Authority September 2003 - July 2005
Ohio Department of Development July 1999 - August 2003
Skills
Economic Development, Community Relations, Fundraising, Government Relations, Non-profits, Public Policy, Community Development, Policy, Public Relations, Lobbying, Policy Analysis, Research, Strategic Planning, Grants, Management, Government, Grant Writing, Program Development, Business Development, Nonprofits, Budgets, International..., Community Outreach, Public Speaking, Political Campaigns, Program Evaluation, Project Planning, Proposal Writing, Project Management, Redevelopment, Program Management, Local Government, Workforce Development, Sales, Media Relations, Public Administration, Organizational..., Event Planning, Strategic Communications, Public/private..., Marketing, Strategy, Legislative Relations, Volunteer Management, Leadership, Sustainability, Leadership Development, Politics, Zoning
Education
Ohio University 2008 — 2010
Masters of Business Administration
Bowling Green State University 1993 — 1997
Bachelor of Arts, Interpersonal Communication
The Montrose Group, LLC April 2015 - Present
Piper Jaffray October 2013 - March 2015
JobsOhio September 2011 - October 2013
Ohio Department of Development January 2011 - September 2011
Pickaway Progress Partnership July 2005 - January 2011
Cleveland-Cuyahoga County Port Authority September 2003 - July 2005
Ohio Department of Development July 1999 - August 2003
Skills
Economic Development, Community Relations, Fundraising, Government Relations, Non-profits, Public Policy, Community Development, Policy, Public Relations, Lobbying, Policy Analysis, Research, Strategic Planning, Grants, Management, Government, Grant Writing, Program Development, Business Development, Nonprofits, Budgets, International..., Community Outreach, Public Speaking, Political Campaigns, Program Evaluation, Project Planning, Proposal Writing, Project Management, Redevelopment, Program Management, Local Government, Workforce Development, Sales, Media Relations, Public Administration, Organizational..., Event Planning, Strategic Communications, Public/private..., Marketing, Strategy, Legislative Relations, Volunteer Management, Leadership, Sustainability, Leadership Development, Politics, Zoning
Education
Ohio University 2008 — 2010
Masters of Business Administration
Bowling Green State University 1993 — 1997
Bachelor of Arts, Interpersonal Communication
Caroline Stewart Caroline Stewart's Piper Jaffray Experience May 2006 - May 2009
Job Head of IR at Affimed
Industry Biotechnology
Experience
Affimed April 2015 - Present
JPMorgan Chase & Co. May 2014 - July 2014
Superior Court of New Jersey January 2014 - April 2014
H.C. Wainwright July 2013 - November 2013
sanofi-aventis March 2012 - June 2013
MSMB Capital Management LLC December 2010 - July 2011
Merck KGaA October 2009 - March 2010
Piper Jaffray May 2006 - May 2009
Skills
Start-ups, Competitive Intelligence, Drug Development, Biotechnology, Strategy, Medical Devices, Lifesciences, Clinical Trials, Mergers & Acquisitions, Private Equity, Financial Modeling, Due Diligence, Corporate Development, Technology Transfer, Oncology, Commercialization, Clinical Development, Pharmaceutical Industry, Healthcare, Competitive Analysis, R&D, Investor Relations, Venture Capital, Strategic Planning, Regulatory Affairs, Valuation, Biopharmaceuticals, Equities, Business Strategy, Drug Discovery, Molecular Biology, Business Planning, Investment Banking, Entrepreneurship, Management Consulting, Market Analysis
Education
Brandeis University
MS, chemistry
Brandeis University
MS, molecular & cell biology
Columbia University in the City of New York
BA, chemistry
Rutgers University School of Law - Newark
Affimed April 2015 - Present
JPMorgan Chase & Co. May 2014 - July 2014
Superior Court of New Jersey January 2014 - April 2014
H.C. Wainwright July 2013 - November 2013
sanofi-aventis March 2012 - June 2013
MSMB Capital Management LLC December 2010 - July 2011
Merck KGaA October 2009 - March 2010
Piper Jaffray May 2006 - May 2009
Skills
Start-ups, Competitive Intelligence, Drug Development, Biotechnology, Strategy, Medical Devices, Lifesciences, Clinical Trials, Mergers & Acquisitions, Private Equity, Financial Modeling, Due Diligence, Corporate Development, Technology Transfer, Oncology, Commercialization, Clinical Development, Pharmaceutical Industry, Healthcare, Competitive Analysis, R&D, Investor Relations, Venture Capital, Strategic Planning, Regulatory Affairs, Valuation, Biopharmaceuticals, Equities, Business Strategy, Drug Discovery, Molecular Biology, Business Planning, Investment Banking, Entrepreneurship, Management Consulting, Market Analysis
Education
Brandeis University
MS, chemistry
Brandeis University
MS, molecular & cell biology
Columbia University in the City of New York
BA, chemistry
Rutgers University School of Law - Newark
Jeff McIntosh Jeff McIntosh's Piper Jaffray Experience July 2007 - June 2008
Job PILI Fellow at Loyola University Chicago School of Law Business Law Clinic
Industry Law Practice
Experience
Loyola University Chicago School of Law Business Law Clinic May 2015 - Present
Sidley Austin LLP May 2014 - August 2014
Chambers of the Honorable Judge Elizabeth Budzinski May 2013 - August 2013
McIntosh Chicago Style Massage Company March 2011 - August 2012
Martha's Vineyard, Inc. April 2011 - April 2012
Prairie Capital LP July 2008 - August 2010
Piper Jaffray July 2007 - June 2008
Banc of America Securities May 2006 - August 2006
Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Finance, Legal Writing, Leveraged Finance, Business Valuation, Investment Banking, Mergers & Acquisitions
Education
The University of Chicago Law School 2013 — 2015
Doctor of Laws (J.D.)
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Doctor of Law (J.D.) Candidate, Business Certificate, Law
University of Notre Dame 2003 — 2007
Bachelor of Business Administration, Accountancy, magna cum laude
William Fremd High School 1999 — 2003
Loyola University Chicago School of Law Business Law Clinic May 2015 - Present
Sidley Austin LLP May 2014 - August 2014
Chambers of the Honorable Judge Elizabeth Budzinski May 2013 - August 2013
McIntosh Chicago Style Massage Company March 2011 - August 2012
Martha's Vineyard, Inc. April 2011 - April 2012
Prairie Capital LP July 2008 - August 2010
Piper Jaffray July 2007 - June 2008
Banc of America Securities May 2006 - August 2006
Skills
Private Equity, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Finance, Legal Writing, Leveraged Finance, Business Valuation, Investment Banking, Mergers & Acquisitions
Education
The University of Chicago Law School 2013 — 2015
Doctor of Laws (J.D.)
Chicago-Kent College of Law, Illinois Institute of Technology 2012 — 2013
Doctor of Law (J.D.) Candidate, Business Certificate, Law
University of Notre Dame 2003 — 2007
Bachelor of Business Administration, Accountancy, magna cum laude
William Fremd High School 1999 — 2003
Greg Imhoff Greg Imhoff's Piper Jaffray Experience March 1987 - September 1988
Job Financial Consultant at Xcel Energy
Industry Financial Services
Experience
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
Xcel Energy December 2013 - Present
Kids Love Lacrosse, LLC June 2013 - Present
Stifel Nicolaus October 2009 - December 2012
UBS Financial Services August 2007 - September 2009
1st National Bank of Arizona November 2005 - August 2007
Johnson Bank November 1997 - November 2005
Rauscher, Pierce, Refsnes May 1992 - November 1997
Bank One October 1988 - May 1992
Piper Jaffray March 1987 - September 1988
Skills
Financial Analysis, Banking, Asset Managment, Fixed Income, Mutual Funds, Series 7, Asset Allocation, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Risk Management, Equities, Cross Functional Team..., Collaborative Innovation, Strategy, Asset Management, Capital Markets, CRM, Financial Modeling, Microsoft Excel, Account Management, Business Planning, Finance, Analysis, Investment Advisory, Investment Strategies, Alternative Investments, ETFs, Forecasting, Securities
Education
University of Colorado at Boulder 1983 — 1986
Bachelor of Science (B.S.), Finance
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor
Fort Lewis College 1982 — 1983
Business
Cherry Creek High School 1979 — 1982
William A. (Bill) Levin William A. (Bill) Levin's Piper Jaffray Experience September 2002 - December 2008
Job Foundation Gift Officer at Gillette Children's Specialty Healthcare
Industry Philanthropy
Experience
Gillette Children's Specialty Healthcare August 2009 - Present
Friends of the Hennepin County Library 2008 - December 2014
Friends of the Hennepin County Library January 2009 - December 2010
Friends of the Minneapolis Public Library September 2005 - December 2008
Piper Jaffray September 2002 - December 2008
Piper Jaffray September 1990 - September 2002
Piper Jaffray April 1984 - September 1990
West Publishing May 1975 - April 1984
West Publishing October 1974 - May 1975
Skills
Relationship Cultivation, Non-profit Development, Target Identification, Consultative Selling, Closing Skills, Strategic Planning, Organizational..., Non-profit Board..., Cause Marketing, Cross Selling, Business Strategy, Executive Search, Board Governance, Fundraising, Stewardship, Annual Giving, Selling, Leadership Development, Philanthropy, Planned Giving, Program Management, Board Development, Grants, Management, Volunteer Management, Program Development, Prospect Research, Nonprofits, Sales
Education
University of Saint Thomas - School of Business 1975 — 1979
MBA, Finance
Bryn Mawr College 1968 — 1972
Haverford College 1968 — 1972
BA, English, with honors
Gillette Children's Specialty Healthcare August 2009 - Present
Friends of the Hennepin County Library 2008 - December 2014
Friends of the Hennepin County Library January 2009 - December 2010
Friends of the Minneapolis Public Library September 2005 - December 2008
Piper Jaffray September 2002 - December 2008
Piper Jaffray September 1990 - September 2002
Piper Jaffray April 1984 - September 1990
West Publishing May 1975 - April 1984
West Publishing October 1974 - May 1975
Skills
Relationship Cultivation, Non-profit Development, Target Identification, Consultative Selling, Closing Skills, Strategic Planning, Organizational..., Non-profit Board..., Cause Marketing, Cross Selling, Business Strategy, Executive Search, Board Governance, Fundraising, Stewardship, Annual Giving, Selling, Leadership Development, Philanthropy, Planned Giving, Program Management, Board Development, Grants, Management, Volunteer Management, Program Development, Prospect Research, Nonprofits, Sales
Education
University of Saint Thomas - School of Business 1975 — 1979
MBA, Finance
Bryn Mawr College 1968 — 1972
Haverford College 1968 — 1972
BA, English, with honors
Richard C. Perkins, CFA Richard C. Perkins, CFA's Piper Jaffray Experience 1978 - 1990
Job Portfolio Manager, Principal, and Executive Vice President, Perkins Capital Management, Inc.
Industry Investment Management
Experience
Perkins Capital Management, Inc. 1990 - Present
Piper Jaffray 1978 - 1990
General Mills 1975 - 1977
Skills
Goal-oriented..., Portfolio Management, Investment Decisions, Investment Management, Security Analysis, Risk Management, Board of Director..., Lead Director in..., Audit Committee, Governance, Strategic Financial..., Corporate Finance, Private Equity, Hedge Funds, Start-ups, Financial Analysis, Economics, Wealth Management, Business Strategy, Venture Capital, Business Planning, Management, Management Consulting, Entrepreneurship, Mergers, Straight Talk, Investments
Education
Colby College 1971 — 1975
BA, Administrative Science & Economics/Math
Perkins Capital Management, Inc. 1990 - Present
Piper Jaffray 1978 - 1990
General Mills 1975 - 1977
Skills
Goal-oriented..., Portfolio Management, Investment Decisions, Investment Management, Security Analysis, Risk Management, Board of Director..., Lead Director in..., Audit Committee, Governance, Strategic Financial..., Corporate Finance, Private Equity, Hedge Funds, Start-ups, Financial Analysis, Economics, Wealth Management, Business Strategy, Venture Capital, Business Planning, Management, Management Consulting, Entrepreneurship, Mergers, Straight Talk, Investments
Education
Colby College 1971 — 1975
BA, Administrative Science & Economics/Math
Jennifer Wurtz Jennifer Wurtz's Piper Jaffray Experience May 2002 - July 2005
Job Administrative Assistant, Leadership and Talent Consulting at Korn Ferry
Industry Executive Office
Experience
Korn Ferry September 2010 - Present
Family Office Exchange May 2005 - September 2010
Piper Jaffray May 2002 - July 2005
Traficanti and Associates September 2000 - May 2002
Arthur D. Little February 2000 - September 2000
Dish Network February 1996 - February 2000
Skills
Event Planning, Administrative..., Office Management, Applicant Tracking..., Talent Acquisition, Recruiting, Event Management, PowerPoint, Employee Relations, Management, Leadership, Talent Management
Education
College of DuPage
Korn Ferry September 2010 - Present
Family Office Exchange May 2005 - September 2010
Piper Jaffray May 2002 - July 2005
Traficanti and Associates September 2000 - May 2002
Arthur D. Little February 2000 - September 2000
Dish Network February 1996 - February 2000
Skills
Event Planning, Administrative..., Office Management, Applicant Tracking..., Talent Acquisition, Recruiting, Event Management, PowerPoint, Employee Relations, Management, Leadership, Talent Management
Education
College of DuPage
Gavin Watson Gavin Watson's Piper Jaffray Experience August 2005 - October 2006
Job Vice President of Business Development and Acquisitions at Fletcher Petroleum Corp.
Industry Oil & Energy
Experience
Fletcher Petroleum Corp. October 2013 - Present
Genesis Energy Partners, LLC July 2013 - October 2013
Sands Brothers Asset Management LLC April 2010 - October 2013
Hales & Company January 2008 - March 2010
Milestone Advisors October 2006 - October 2007
Piper Jaffray August 2005 - October 2006
Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Equities, Venture Capital, Fixed Income, Investments, Finance, Mergers & Acquisitions, Strategy, Analysis
Education
Brown University 2001 — 2005
BA, Business Economics
Fletcher Petroleum Corp. October 2013 - Present
Genesis Energy Partners, LLC July 2013 - October 2013
Sands Brothers Asset Management LLC April 2010 - October 2013
Hales & Company January 2008 - March 2010
Milestone Advisors October 2006 - October 2007
Piper Jaffray August 2005 - October 2006
Skills
Mergers, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Private Equity, Corporate Finance, Due Diligence, Capital Markets, Equities, Venture Capital, Fixed Income, Investments, Finance, Mergers & Acquisitions, Strategy, Analysis
Education
Brown University 2001 — 2005
BA, Business Economics
Drew M. Ayotte's Piper Jaffray Experience July 2013 - February 2015
Job Director at Castlelake
Industry Banking
Experience
Castlelake March 2015 - Present
Piper Jaffray July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Oracle Discoverer, SAP Business One, PowerPoint, Presentations, Financial Reporting, Financial Analysis, Customer Service
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Saint Thomas Academy 2005 — 2009
High School Diploma
Castlelake March 2015 - Present
Piper Jaffray July 2013 - February 2015
Fidelity Investments June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Oracle Discoverer, SAP Business One, PowerPoint, Presentations, Financial Reporting, Financial Analysis, Customer Service
Education
Boston College - Carroll School of Management 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Saint Thomas Academy 2005 — 2009
High School Diploma
Cary Frydman Cary Frydman's Piper Jaffray Experience June 2005 - August 2005
Job Assistant Professor of Finance at USC Marshall School of Business
Industry Higher Education
Experience
USC Marshall School of Business July 2012 - Present
CRA International 2006 - 2007
Piper Jaffray June 2005 - August 2005
Skills
Econometrics, Stata, Statistics, Economics, Data Analysis, Financial Modeling, Quantitative Analytics, R, Valuation, Statistical Modeling, SAS, Research
Education
California Institute of Technology 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics
Northwestern University 2002 — 2006
BA, Economics, Mathematics
USC Marshall School of Business July 2012 - Present
CRA International 2006 - 2007
Piper Jaffray June 2005 - August 2005
Skills
Econometrics, Stata, Statistics, Economics, Data Analysis, Financial Modeling, Quantitative Analytics, R, Valuation, Statistical Modeling, SAS, Research
Education
California Institute of Technology 2007 — 2012
Doctor of Philosophy (Ph.D.), Economics
Northwestern University 2002 — 2006
BA, Economics, Mathematics
Larry Lauer Larry Lauer's Piper Jaffray Experience 1995 - 1997
Job Market Engineer at Harrah's Entertainment
Industry Gambling & Casinos
Experience
Harrah's Entertainment May 2003 - Present
The Arizona Motorsports Group January 2000 - August 2003
DHS and Associates October 2001 - January 2002
Cargill August 1997 - July 2001
Piper Jaffray 1995 - 1997
Skills
Maya, Zbrush, Casino, Gaming Industry, Gaming, Online Gambling, Casino Gaming, Database Marketing, Poker, Networking, Loyalty Programs, Loyalty Marketing, Customer Acquisition, Online Gaming
Education
CG Spectrum 2014 — 2015
Visual Effects VFX
Full Sail University
3D Animation and Visual Effects
Micros Institute
Micros 9700 System Administration and Programming
New Horizons
Comptia Security Plus
Sans Institute
GIAC GSEC Certification in Computer Security
Brown College
PC / Lan, Computer and Information Sciences and Support Services, Graduated
Harrah's Entertainment May 2003 - Present
The Arizona Motorsports Group January 2000 - August 2003
DHS and Associates October 2001 - January 2002
Cargill August 1997 - July 2001
Piper Jaffray 1995 - 1997
Skills
Maya, Zbrush, Casino, Gaming Industry, Gaming, Online Gambling, Casino Gaming, Database Marketing, Poker, Networking, Loyalty Programs, Loyalty Marketing, Customer Acquisition, Online Gaming
Education
CG Spectrum 2014 — 2015
Visual Effects VFX
Full Sail University
3D Animation and Visual Effects
Micros Institute
Micros 9700 System Administration and Programming
New Horizons
Comptia Security Plus
Sans Institute
GIAC GSEC Certification in Computer Security
Brown College
PC / Lan, Computer and Information Sciences and Support Services, Graduated
Paul Karam, CFA Paul Karam, CFA's Piper Jaffray Experience 2012 - 2014
Job Investment Banking Associate at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey 2014 - Present
Piper Jaffray 2012 - 2014
Wasatch Funds 2011 - 2012
University of Notre Dame Investment Office 2011 - 2012
RSM McGladrey 2010 - 2011
RSM McGladrey 2008 - 2010
FMV Opinions 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Forecasting, Mergers, Equities, Investments, Research, Portfolio Management, Asset Management, Credit Analysis, Securities, Market Research, Investment Banking, Business Valuation, Financial Markets, Corporate Finance, Accounting, Bloomberg, Fixed Income, Excel, Equity Research
Education
University of Notre Dame 2011 — 2012
MBA, Investments & Corporate Finance
California State Polytechnic University-Pomona 2003 — 2006
Bachelors of Science, Business Administration, Finance, Real Estate & Law
Sunny Hills High School 1999 — 2003
Houlihan Lokey 2014 - Present
Piper Jaffray 2012 - 2014
Wasatch Funds 2011 - 2012
University of Notre Dame Investment Office 2011 - 2012
RSM McGladrey 2010 - 2011
RSM McGladrey 2008 - 2010
FMV Opinions 2007 - 2008
Skills
Financial Modeling, Valuation, Financial Analysis, Financial Reporting, Due Diligence, Forecasting, Mergers, Equities, Investments, Research, Portfolio Management, Asset Management, Credit Analysis, Securities, Market Research, Investment Banking, Business Valuation, Financial Markets, Corporate Finance, Accounting, Bloomberg, Fixed Income, Excel, Equity Research
Education
University of Notre Dame 2011 — 2012
MBA, Investments & Corporate Finance
California State Polytechnic University-Pomona 2003 — 2006
Bachelors of Science, Business Administration, Finance, Real Estate & Law
Sunny Hills High School 1999 — 2003
Nessy Shems's Piper Jaffray Experience 1999 - Present
Job Managing Director at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray 1999 - Present
Nuveen 1993 - 1999
Nuveen Investments 1993 - 1999
Skills
Strategic Planning
Education
Boston University 1985 — 1989
Bachelor of Arts, Biology minor in French
Piper Jaffray 1999 - Present
Nuveen 1993 - 1999
Nuveen Investments 1993 - 1999
Skills
Strategic Planning
Education
Boston University 1985 — 1989
Bachelor of Arts, Biology minor in French
Ray Mochinski's Piper Jaffray Experience April 2000 - Present
Job Change Mgmt Analyst, Physical Security, and Project Manager at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2000 - Present
Wells Fargo April 1996 - June 2000
Health Risk Management 1985 - 1996
Health Rick Management 1985 - 1995
I.C. System 1979 - 1986
Skills
Project Management, Team Leadership, Visio, Process Improvement, Vendor Management, Change Management, ITIL, Requirements Analysis, Project Portfolio..., Risk Management, Cross-functional Team..., Relationship Management, SDLC, Disaster Recovery, Program Management, Data Center, System Administration, Strategic Planning, Management, Clarity, SharePoint, PMO, Business Process..., Microsoft SQL Server, IT Management, Software Documentation, PMP, Business Process, Financial Services, Business Analysis, Requirements Gathering, Integration, Active Directory, Customer Service, Business Requirements, IT Strategy, MS Project, Software Project..., Governance, Business Intelligence, Enterprise Architecture
Education
North Hennepin Community College 2009 — 2011
AAS, Business Management
Capella University 2002 — 2009
Buisness Managment
Edison High School 1974 — 1977
Piper Jaffray April 2000 - Present
Wells Fargo April 1996 - June 2000
Health Risk Management 1985 - 1996
Health Rick Management 1985 - 1995
I.C. System 1979 - 1986
Skills
Project Management, Team Leadership, Visio, Process Improvement, Vendor Management, Change Management, ITIL, Requirements Analysis, Project Portfolio..., Risk Management, Cross-functional Team..., Relationship Management, SDLC, Disaster Recovery, Program Management, Data Center, System Administration, Strategic Planning, Management, Clarity, SharePoint, PMO, Business Process..., Microsoft SQL Server, IT Management, Software Documentation, PMP, Business Process, Financial Services, Business Analysis, Requirements Gathering, Integration, Active Directory, Customer Service, Business Requirements, IT Strategy, MS Project, Software Project..., Governance, Business Intelligence, Enterprise Architecture
Education
North Hennepin Community College 2009 — 2011
AAS, Business Management
Capella University 2002 — 2009
Buisness Managment
Edison High School 1974 — 1977
Chris Venaglia Chris Venaglia's Piper Jaffray Experience December 1995 - January 2004
Job Network Engineer at Ecolab
Industry Information Technology and Services
Experience
Ecolab March 2004 - Present
Piper Jaffray December 1995 - January 2004
Mycogen Seeds May 1992 - November 1995
Skills
Disaster Recovery, ITIL, SharePoint, VMware, Windows Server, Cisco Technologies, Troubleshooting, Visio, Vendor Management, Active Directory, Windows 7, VMware ESX, Process Improvement, Servers, Switches, VPN, Security, IT Management, Information Technology, Business Analysis
Education
Brown College 1989 — 1991
A.A.S., IT
Ecolab March 2004 - Present
Piper Jaffray December 1995 - January 2004
Mycogen Seeds May 1992 - November 1995
Skills
Disaster Recovery, ITIL, SharePoint, VMware, Windows Server, Cisco Technologies, Troubleshooting, Visio, Vendor Management, Active Directory, Windows 7, VMware ESX, Process Improvement, Servers, Switches, VPN, Security, IT Management, Information Technology, Business Analysis
Education
Brown College 1989 — 1991
A.A.S., IT
Laura Bainbridge's Piper Jaffray Experience July 2004 - July 2006
Job Director at Addo Communications
Industry Financial Services
Experience
Addo Communications January 2010 - Present
ICR September 2006 - January 2010
Piper Jaffray July 2004 - July 2006
Skills
Investor Relations, Financial Analysis, Transaction..., Corporate Communications, IPO, Capital Markets, Investment Banking, Finance
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance, Accounting
Addo Communications January 2010 - Present
ICR September 2006 - January 2010
Piper Jaffray July 2004 - July 2006
Skills
Investor Relations, Financial Analysis, Transaction..., Corporate Communications, IPO, Capital Markets, Investment Banking, Finance
Education
California Polytechnic State University-San Luis Obispo
Business Administration, Finance, Accounting
Jason Hahn Jason Hahn's Piper Jaffray Experience 1998 - 2003
Job Genesis Capital Ventures VP, Founder Headwaters Equity Group, LLC
Industry Capital Markets
Experience
Genesis Capital Ventures January 2015 - Present
Headwaters Equity Group, LLC April 2012 - Present
Agency Trading Group, Inc. January 2010 - January 2012
Craig-Hallum Capital Group December 2008 - February 2010
Think Equity Partners LLC October 2006 - December 2008
Fulcrum Global Partners 2003 - 2006
Piper Jaffray 1998 - 2003
Zeiss Meditec 1995 - 1998
Skills
Financial Modeling, Equity Research, Competitive Analysis, Hedge Funds, Equities, Valuation, Mutual Funds, Series 7, Securities, Asset Management, Management
Education
University of St. Thomas 1988 — 1992
Carleton College 1987 — 1988
Genesis Capital Ventures January 2015 - Present
Headwaters Equity Group, LLC April 2012 - Present
Agency Trading Group, Inc. January 2010 - January 2012
Craig-Hallum Capital Group December 2008 - February 2010
Think Equity Partners LLC October 2006 - December 2008
Fulcrum Global Partners 2003 - 2006
Piper Jaffray 1998 - 2003
Zeiss Meditec 1995 - 1998
Skills
Financial Modeling, Equity Research, Competitive Analysis, Hedge Funds, Equities, Valuation, Mutual Funds, Series 7, Securities, Asset Management, Management
Education
University of St. Thomas 1988 — 1992
Carleton College 1987 — 1988
Ronald Murphy's Piper Jaffray Experience 2002 - 2003
Job VP Investor Relations and Corporate Business Development at Primo Medical Group
Industry Medical Devices
Experience
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Primo Medical Group June 2006 - Present
Primo Medical Group June 2006 - Present
Seascape Wine and Spirits August 2011 - Present
Cardiosolutions Inc, May 2006 - Present
SG Cowen August 2005 - June 2006
Raymond James January 2003 - January 2005
Piper Jaffray 2002 - 2003
Merrill Lynch 1982 - 1996
Skills
Investor Relations, Venture Capital, Funding, Medical Devices, Banking, Equities, Private Equity, Mergers, Healthcare, Business Strategy, Alternative Investments, Investments, Financial Analysis, Valuation, Strategic Planning, Investment Banking, Trading, Corporate Finance, Start-ups, IPO, Market Research, Negotiation, Private Placements, Entrepreneurship, Corporate Development, Fundraising, Capital Markets, New Business Development, Mergers & Acquisitions, Strategy, Commercialization, Business Development, Due Diligence, Executive Management, Cross-functional Team..., Orthopedic, Product Development, Product Launch
Education
Bridgewater State College 1976 — 1980
B.S.
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Dennis Yarmouth RHS
Eric Borg, CFP® CTS® Eric Borg, CFP® CTS®'s Piper Jaffray Experience October 1999 - May 2005
Job CERTIFIED FINANCIAL PLANNER ™ at MHS Advisory Services, LLC
Industry Financial Services
Experience
MHS Advisory Services, LLC September 2011 - Present
Thrivent Financial August 2009 - September 2011
PFI June 2005 - July 2009
Piper Jaffray October 1999 - May 2005
Piper Jaffray October 1986 - October 1999
Skills
Wealth Management, Investments, Capital Markets, Portfolio Management, Finance, Estate Planning, Strategic Financial..., Series 7, Leadership, Management, Fixed Income, Asset Allocation, Asset Management
Education
Yale University 1982 — 1986
B.A., Economics
Boston University 2009 — 2011
Financial Planning
MHS Advisory Services, LLC September 2011 - Present
Thrivent Financial August 2009 - September 2011
PFI June 2005 - July 2009
Piper Jaffray October 1999 - May 2005
Piper Jaffray October 1986 - October 1999
Skills
Wealth Management, Investments, Capital Markets, Portfolio Management, Finance, Estate Planning, Strategic Financial..., Series 7, Leadership, Management, Fixed Income, Asset Allocation, Asset Management
Education
Yale University 1982 — 1986
B.A., Economics
Boston University 2009 — 2011
Financial Planning
Nathan Tanner's Piper Jaffray Experience February 2010 - October 2011
Job Talent Acquisition at LinkedIn | Aspiring HR Leader | Author
Industry Internet
Experience
LinkedIn May 2015 - Present
LinkedIn August 2014 - May 2015
LinkedIn May 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Piper Jaffray February 2010 - October 2011
Gymboree 2009 - 2010
Lehman Brothers / Barclays Capital 2008 - 2009
Lehman Brothers January 2007 - March 2007
DCA Capital June 2006 - September 2006
Skills
Leadership, Human Resources, Public Speaking, Recruiting, Talent Management, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Organizational Behavior, Start-ups, Investments, Capital Markets, Financial Analysis, Finance, Wealth Management, Portfolio Management, Applicant Tracking..., SQL
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.), Management - Finance
Canyon High School
LinkedIn May 2015 - Present
LinkedIn August 2014 - May 2015
LinkedIn May 2014 - August 2014
Merrill Lynch October 2011 - July 2013
Piper Jaffray February 2010 - October 2011
Gymboree 2009 - 2010
Lehman Brothers / Barclays Capital 2008 - 2009
Lehman Brothers January 2007 - March 2007
DCA Capital June 2006 - September 2006
Skills
Leadership, Human Resources, Public Speaking, Recruiting, Talent Management, Valuation, Financial Modeling, Strategy, Mergers & Acquisitions, Organizational Behavior, Start-ups, Investments, Capital Markets, Financial Analysis, Finance, Wealth Management, Portfolio Management, Applicant Tracking..., SQL
Education
Brigham Young University 2013 — 2015
Master of Business Administration (MBA)
Brigham Young University
Bachelor of Science (B.S.), Management - Finance
Canyon High School
Scott Margolis's Piper Jaffray Experience July 2012 - May 2015
Job Associate at Baird Capital
Industry Venture Capital & Private Equity
Experience
Baird Capital July 2015 - Present
Piper Jaffray July 2012 - May 2015
Piper Jaffray June 2011 - August 2011
Williams Capital Group June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Investments
Education
Colby College 2008 — 2012
BA, Economics
Baird Capital July 2015 - Present
Piper Jaffray July 2012 - May 2015
Piper Jaffray June 2011 - August 2011
Williams Capital Group June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Investments
Education
Colby College 2008 — 2012
BA, Economics
Alex Mavrovitis Alex Mavrovitis's Piper Jaffray Experience July 2011 - January 2014
Job Associate at The Compass Group
Industry Venture Capital & Private Equity
Experience
The Compass Group February 2014 - Present
Piper Jaffray July 2011 - January 2014
Steinberg Asset Management June 2008 - August 2009
Skills
Market Research, Financial Modeling, Valuation, Investment Banking, Investments, Corporate Finance, Private Equity, Hedge Funds, Mergers & Acquisitions, Environmental Services
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Economics
The Compass Group February 2014 - Present
Piper Jaffray July 2011 - January 2014
Steinberg Asset Management June 2008 - August 2009
Skills
Market Research, Financial Modeling, Valuation, Investment Banking, Investments, Corporate Finance, Private Equity, Hedge Funds, Mergers & Acquisitions, Environmental Services
Education
Colgate University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Rachel Christenson Rachel Christenson's Piper Jaffray Experience January 2010 - January 2012
Job Marketing Communications and Graphic Design Professional
Industry Marketing and Advertising
Experience
LifeSource February 2012 - Present
AIGA Minnesota January 2011 - December 2014
Piper Jaffray January 2010 - January 2012
Piper Jaffray December 2008 - January 2010
UW Credit Union October 2007 - December 2008
Sears Holdings Corporation May 2007 - August 2007
Skills
Marketing Communications, Graphic Design, Social Media Marketing, Editing, Advertising, Project Management, Page Layout, Information Architecture, InDesign, Photoshop, Illustrator, Dreamweaver, Microsoft Office, Wordpress, Campaign Monitor, Basecamp, ExactTarget, SharePoint, HTML, CSS, QuarkXPress, Layout, Brochures, Web Design, Logo Design, Newsletters, Adobe Creative Suite, WordPress
Education
Minneapolis College of Art and Design 2010 — 2014
Continuing Education
Century College 2010 — 2010
Certificate, Web Design
University of Wisconsin-Madison - School of Business 2004 — 2008
BBA, Marketing
Hudson High School
LifeSource February 2012 - Present
AIGA Minnesota January 2011 - December 2014
Piper Jaffray January 2010 - January 2012
Piper Jaffray December 2008 - January 2010
UW Credit Union October 2007 - December 2008
Sears Holdings Corporation May 2007 - August 2007
Skills
Marketing Communications, Graphic Design, Social Media Marketing, Editing, Advertising, Project Management, Page Layout, Information Architecture, InDesign, Photoshop, Illustrator, Dreamweaver, Microsoft Office, Wordpress, Campaign Monitor, Basecamp, ExactTarget, SharePoint, HTML, CSS, QuarkXPress, Layout, Brochures, Web Design, Logo Design, Newsletters, Adobe Creative Suite, WordPress
Education
Minneapolis College of Art and Design 2010 — 2014
Continuing Education
Century College 2010 — 2010
Certificate, Web Design
University of Wisconsin-Madison - School of Business 2004 — 2008
BBA, Marketing
Hudson High School
Pam Nightingale Pam Nightingale's Piper Jaffray Experience AssociateGoldman SachsAugust 1992 - February 1998
Job Managing Director at Piper Jaffray
Industry Banking
Experience
Piper Jaffray AssociateGoldman SachsAugust 1992 - February 1998
Education
Bowdoin College 1988 — 1992
BA, Economics, Japanese
Piper Jaffray AssociateGoldman SachsAugust 1992 - February 1998
Education
Bowdoin College 1988 — 1992
BA, Economics, Japanese
Julie Smolich's Piper Jaffray Experience December 1999 - December 2000
Job VP & General Manager at Capella Education Company
Industry Higher Education
Experience
Capella Education Company December 2014 - Present
Capella Education Company December 2000 - Present
Piper Jaffray December 1999 - December 2000
Ernst & Young October 1996 - December 1999
Skills
Cross-functional Team..., Strategic Planning, Change Management, Process Improvement, PeopleSoft, Program Management, Project Planning, Leadership, Product Development, Staff Development, Team Leadership, Leadership Development, Business Process..., Research, Analytical Skills, CRM, Data Analysis, Team Building, Training, Strategy, Time Management, Marketing Strategy, Business Analysis, Financial Analysis, Organizational..., Performance Management, Analysis, Budgets, Coaching, Forecasting, Product Management, Finance, Management, Management Consulting, Business Development, Enterprise Software, Higher Education, Project Management
Education
Capella University 2003 — 2006
MBA, Marketing
St. Cloud State University - Herberger Business School 1992 — 1996
BS, Accounting
Virginia Secondary School
Capella Education Company December 2014 - Present
Capella Education Company December 2000 - Present
Piper Jaffray December 1999 - December 2000
Ernst & Young October 1996 - December 1999
Skills
Cross-functional Team..., Strategic Planning, Change Management, Process Improvement, PeopleSoft, Program Management, Project Planning, Leadership, Product Development, Staff Development, Team Leadership, Leadership Development, Business Process..., Research, Analytical Skills, CRM, Data Analysis, Team Building, Training, Strategy, Time Management, Marketing Strategy, Business Analysis, Financial Analysis, Organizational..., Performance Management, Analysis, Budgets, Coaching, Forecasting, Product Management, Finance, Management, Management Consulting, Business Development, Enterprise Software, Higher Education, Project Management
Education
Capella University 2003 — 2006
MBA, Marketing
St. Cloud State University - Herberger Business School 1992 — 1996
BS, Accounting
Virginia Secondary School
Dave Gruber Dave Gruber's Piper Jaffray Experience July 1996 - January 1998
Job Managing Director and Director of Healthcare Research at Alvarez & Marsal
Industry Hospital & Health Care
Experience
Alvarez & Marsal December 2011 - Present
Healthcare Convergence Associates March 2009 - November 2011
Johnson & Johnson, Consumer Group of Companies June 2005 - December 2008
WPG Farber, Meisenbach Capital March 2002 - May 2005
Lehman Brothers, Equity Research January 1999 - January 2002
Piper Jaffray July 1996 - January 1998
Vector Securities February 1995 - June 1996
Bristol-Myers Squibb, Healthcare Group January 1986 - January 1995
Skills
Strategy, Value Creation, New Ventures, Venture Capital, Corporate Development, Healthcare, Mergers, Start-ups, Private Equity, Due Diligence, Financial Modeling, Business Strategy, Strategic Planning, Management Consulting, Valuation, Business Development, Entrepreneurship, Acquisition Integration, Strategic Partnerships, Cross-functional Team...
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Business
Icahn School of Medicine at Mount Sinai 1981 — 1983
MD, Medicine
City University of New York City College 1977 — 1981
BS, Biomedical Science
Alvarez & Marsal December 2011 - Present
Healthcare Convergence Associates March 2009 - November 2011
Johnson & Johnson, Consumer Group of Companies June 2005 - December 2008
WPG Farber, Meisenbach Capital March 2002 - May 2005
Lehman Brothers, Equity Research January 1999 - January 2002
Piper Jaffray July 1996 - January 1998
Vector Securities February 1995 - June 1996
Bristol-Myers Squibb, Healthcare Group January 1986 - January 1995
Skills
Strategy, Value Creation, New Ventures, Venture Capital, Corporate Development, Healthcare, Mergers, Start-ups, Private Equity, Due Diligence, Financial Modeling, Business Strategy, Strategic Planning, Management Consulting, Valuation, Business Development, Entrepreneurship, Acquisition Integration, Strategic Partnerships, Cross-functional Team...
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Business
Icahn School of Medicine at Mount Sinai 1981 — 1983
MD, Medicine
City University of New York City College 1977 — 1981
BS, Biomedical Science
William Easley, CFP®, ChFC® William Easley, CFP®, ChFC®'s Piper Jaffray Experience February 1995 - September 1998
Job Managing DirectorWealth Management at Prosperity Advisory Group
Industry Financial Services
Experience
Prosperity Advisory Group July 2009 - Present
Smith Barney November 2000 - July 2009
George K. Baum & Company September 1998 - November 2000
Piper Jaffray February 1995 - September 1998
American Express Financial Advisors March 1987 - February 1995
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Managment, Alternative Investments, 401k
Education
The American College 2000 — 2001
College for Financial Planning 1992 — 1994
University of Kansas 1982 — 1986
Bachelor of Arts, Political Science
Prosperity Advisory Group July 2009 - Present
Smith Barney November 2000 - July 2009
George K. Baum & Company September 1998 - November 2000
Piper Jaffray February 1995 - September 1998
American Express Financial Advisors March 1987 - February 1995
Skills
Investments, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, Estate Planning, Asset Allocation, Portfolio Management, Strategic Financial..., Asset Managment, Alternative Investments, 401k
Education
The American College 2000 — 2001
College for Financial Planning 1992 — 1994
University of Kansas 1982 — 1986
Bachelor of Arts, Political Science
Mark Loewenstein's Piper Jaffray Experience July 2005 - September 2008
Job Product Marketing at Mashery
Industry Computer Software
Experience
Mashery, an Intel Company November 2013 - Present
Foundation Capital August 2012 - May 2013
Mashery May 2012 - August 2012
Spark July 2010 - July 2011
Sapphire Ventures (formerly SAP Ventures) March 2011 - June 2011
Appregatta Technologies February 2009 - March 2011
Piper Jaffray July 2005 - September 2008
PricewaterhouseCoopers July 2004 - September 2004
Lehman Brothers July 2003 - September 2003
Skills
Strategy, Strategic Partnerships, Partnerships, SaaS, Financial Forecasting, Entrepreneurship, Product Marketing, Business Operations, Venture Capital, Financial Modeling, Cloud Computing, Marketing Strategy, Business Alliances
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Finance & Accounting; Minor, Economics
Mashery, an Intel Company November 2013 - Present
Foundation Capital August 2012 - May 2013
Mashery May 2012 - August 2012
Spark July 2010 - July 2011
Sapphire Ventures (formerly SAP Ventures) March 2011 - June 2011
Appregatta Technologies February 2009 - March 2011
Piper Jaffray July 2005 - September 2008
PricewaterhouseCoopers July 2004 - September 2004
Lehman Brothers July 2003 - September 2003
Skills
Strategy, Strategic Partnerships, Partnerships, SaaS, Financial Forecasting, Entrepreneurship, Product Marketing, Business Operations, Venture Capital, Financial Modeling, Cloud Computing, Marketing Strategy, Business Alliances
Education
University of Pennsylvania - The Wharton School 2011 — 2013
MBA, Entrepreneurial Management
California Polytechnic State University-San Luis Obispo 2001 — 2005
BS, Finance & Accounting; Minor, Economics
Paul Springmeyer, CFP® Paul Springmeyer, CFP®'s Piper Jaffray Experience June 1997 - August 2006
Job Senior Vice President Investment Managing Director at The Private Client Reserve of U.S. Bank
Industry Investment Management
Experience
U.S. Bank February 2013 - Present
US Bank April 2009 - February 2013
UBS August 2006 - August 2008
Piper Jaffray June 1997 - August 2006
Piper Jaffray 1994 - 2006
Skills
Portfolio Management, Equities, Series 7, Mutual Funds, High Net Worth..., Asset Management, Investments, Due Diligence, Financial Advisory, Wealth Management, Alternative Investments, Asset Allocation, Investment Management, Series 63, Fixed Income, Hedge Funds
Education
Bowdoin College 1993 — 1997
B.A., History, Spanish & Economics
Universitat de Barcelona / University of Barcelona 1995 — 1996
Spanish Language and Literature
U.S. Bank February 2013 - Present
US Bank April 2009 - February 2013
UBS August 2006 - August 2008
Piper Jaffray June 1997 - August 2006
Piper Jaffray 1994 - 2006
Skills
Portfolio Management, Equities, Series 7, Mutual Funds, High Net Worth..., Asset Management, Investments, Due Diligence, Financial Advisory, Wealth Management, Alternative Investments, Asset Allocation, Investment Management, Series 63, Fixed Income, Hedge Funds
Education
Bowdoin College 1993 — 1997
B.A., History, Spanish & Economics
Universitat de Barcelona / University of Barcelona 1995 — 1996
Spanish Language and Literature
Romy McCarthy Romy McCarthy's Piper Jaffray Experience April 2013 - Present
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2013 - Present
Ziegler February 1994 - April 2013
Ziegler March 2004 - July 2009
Ziegler March 2000 - March 2004
Ziegler March 1998 - March 2000
Ziegler March 1996 - March 1998
Ziegler February 1994 - March 1996
M&I Bank June 1992 - February 1994
M&I Bank June 1991 - June 1992
Skills
Mergers, Investment Banking, Investments, Corporate Finance, Finance, Mergers & Acquisitions, Leadership, Strategy, Loans, Credit, Fixed Income, Financial Advisory, Financial Modeling, Trading, Bonds, Management, Capital Markets, Portfolio Management, Securities, Series 7, Alternative Investments, Mutual Funds, Financial Structuring, Series 63, Wealth Management, Asset Management, Valuation, Investment Strategies, Structured Finance, Private Equity, Credit Analysis, Equities, Investment Advisory
Education
Marquette University 1993 — 1997
MBA, Finance
Carroll University 1987 — 1991
BS, Business Administration - Finance
Piper Jaffray April 2013 - Present
Ziegler February 1994 - April 2013
Ziegler March 2004 - July 2009
Ziegler March 2000 - March 2004
Ziegler March 1998 - March 2000
Ziegler March 1996 - March 1998
Ziegler February 1994 - March 1996
M&I Bank June 1992 - February 1994
M&I Bank June 1991 - June 1992
Skills
Mergers, Investment Banking, Investments, Corporate Finance, Finance, Mergers & Acquisitions, Leadership, Strategy, Loans, Credit, Fixed Income, Financial Advisory, Financial Modeling, Trading, Bonds, Management, Capital Markets, Portfolio Management, Securities, Series 7, Alternative Investments, Mutual Funds, Financial Structuring, Series 63, Wealth Management, Asset Management, Valuation, Investment Strategies, Structured Finance, Private Equity, Credit Analysis, Equities, Investment Advisory
Education
Marquette University 1993 — 1997
MBA, Finance
Carroll University 1987 — 1991
BS, Business Administration - Finance
Teri Stratton Teri Stratton's Piper Jaffray Experience March 2010 - Present
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2010 - Present
Macquarie Bank 2007 - March 2010
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young 2000 - 2004
California Bank & Trust 1993 - 2000
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Finance
Paradise High 1970 — 1990
Brown University
Piper Jaffray March 2010 - Present
Macquarie Bank 2007 - March 2010
Giuliani Capital Advisors December 2004 - April 2007
Ernst & Young 2000 - 2004
California Bank & Trust 1993 - 2000
Education
UCLA Anderson School of Management 1997 — 2000
MBA, Finance
Paradise High 1970 — 1990
Brown University
Mian Zhou Mian Zhou's Piper Jaffray Experience June 2012 - August 2012
Job MPP Student at Brown University
Industry Public Policy
Experience
Shanghai institute for International Studies June 2015 - August 2015
瑞银投资银行 June 2014 - August 2014
Shanghai Lujiazui Finance and Trade Zone Management Committee June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
渣打银行 June 2010 - August 2010
Education
美国布朗大学 2014 — 2016
Master, Public Policy
Indiana University Bloomington 2009 — 2013
Bachelor of Science in Public Affairs, Public Finance and Management
Shanghai institute for International Studies June 2015 - August 2015
瑞银投资银行 June 2014 - August 2014
Shanghai Lujiazui Finance and Trade Zone Management Committee June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
渣打银行 June 2010 - August 2010
Education
美国布朗大学 2014 — 2016
Master, Public Policy
Indiana University Bloomington 2009 — 2013
Bachelor of Science in Public Affairs, Public Finance and Management
Tim Zenger Tim Zenger's Piper Jaffray Experience July 2011 - March 2014
Job ✪ Saving lives & improving healthcare by measuring vendor technology performance & service delivery✪
Industry Information Technology and Services
Experience
KLAS April 2014 - Present
Lendio March 2014 - April 2014
Piper Jaffray July 2011 - March 2014
Goldman Sachs January 2008 - June 2011
FundingUniverse now Lendio April 2007 - January 2008
Global Financial Advisors September 2007 - December 2007
Novell March 2007 - August 2007
Global Financial Advisors January 2007 - April 2007
The Church of Jesus Christ of Latter-day Saints December 2001 - December 2003
Simply Landscaping May 1997 - October 2001
Skills
Influencer, Analysis, Innovation, Problem Solving, Process Improvement, Microsoft Excel, Public Speaking, Healthcare Information..., Research, PowerPoint, Start-ups, Venture Capital, Asset Management, Bloomberg, Investments, Investment Banking, Microsoft Word, Management, Financial Analysis, Financial Modeling, Securities, Bonds, Series 7, Equities, Fixed Income, Valuation
Education
University of Utah - David Eccles School of Business 2010 — 2012
Masters Business Administration
Brigham Young University 2004 — 2007
BS, Finance
Pomona High School 1998 — 2001
KLAS April 2014 - Present
Lendio March 2014 - April 2014
Piper Jaffray July 2011 - March 2014
Goldman Sachs January 2008 - June 2011
FundingUniverse now Lendio April 2007 - January 2008
Global Financial Advisors September 2007 - December 2007
Novell March 2007 - August 2007
Global Financial Advisors January 2007 - April 2007
The Church of Jesus Christ of Latter-day Saints December 2001 - December 2003
Simply Landscaping May 1997 - October 2001
Skills
Influencer, Analysis, Innovation, Problem Solving, Process Improvement, Microsoft Excel, Public Speaking, Healthcare Information..., Research, PowerPoint, Start-ups, Venture Capital, Asset Management, Bloomberg, Investments, Investment Banking, Microsoft Word, Management, Financial Analysis, Financial Modeling, Securities, Bonds, Series 7, Equities, Fixed Income, Valuation
Education
University of Utah - David Eccles School of Business 2010 — 2012
Masters Business Administration
Brigham Young University 2004 — 2007
BS, Finance
Pomona High School 1998 — 2001
Brett Johnson, CFA Brett Johnson, CFA's Piper Jaffray Experience April 2005 - November 2005
Job Principal, Senior Research Analyst
Industry Financial Services
Experience
First Light Asset Management September 2013 - Present
Kopp Investment Advisors June 2010 - September 2013
Rocket Capital Management November 2005 - June 2010
Piper Jaffray April 2005 - November 2005
Skills
Financial Modeling, Financial Analysis, Equity Valuation, Financial Statement..., Cash Flow Forecasting, Equity Research, Portfolio Management, Asset Managment, Investments, Mutual Funds, Bloomberg, Equities, Investment Strategies, Hedge Funds, Chartered Financial..., Capital Markets
Education
Cedarville University 2001 — 2004
Bachelors, Finance
First Light Asset Management September 2013 - Present
Kopp Investment Advisors June 2010 - September 2013
Rocket Capital Management November 2005 - June 2010
Piper Jaffray April 2005 - November 2005
Skills
Financial Modeling, Financial Analysis, Equity Valuation, Financial Statement..., Cash Flow Forecasting, Equity Research, Portfolio Management, Asset Managment, Investments, Mutual Funds, Bloomberg, Equities, Investment Strategies, Hedge Funds, Chartered Financial..., Capital Markets
Education
Cedarville University 2001 — 2004
Bachelors, Finance
Erin Kiskis Erin Kiskis's Piper Jaffray Experience July 2007 - August 2008
Job Medical Student at Perelman School of Medicine at the University of Pennsylvania
Industry Health, Wellness and Fitness
Experience
Perelman School of Medicine at the University of Pennsylvania August 2012 - Present
Google May 2010 - February 2011
Ruba January 2010 - May 2010
Ruba Inc. February 2009 - January 2010
Heidrick & Struggles August 2008 - January 2009
Piper Jaffray July 2007 - August 2008
Xfire 2006 - 2006
Xfire, part of MTV Networks 2006 - 2006
Education
Perelman School of Medicine at the University of Pennsylvania 2012 — 2016
Doctor of Medicine (M.D.), MS1
Bryn Mawr College 2011 — 2012
Postbaccalaureate Premedical, Premed
Pomona College 2003 — 2007
Perelman School of Medicine at the University of Pennsylvania August 2012 - Present
Google May 2010 - February 2011
Ruba January 2010 - May 2010
Ruba Inc. February 2009 - January 2010
Heidrick & Struggles August 2008 - January 2009
Piper Jaffray July 2007 - August 2008
Xfire 2006 - 2006
Xfire, part of MTV Networks 2006 - 2006
Education
Perelman School of Medicine at the University of Pennsylvania 2012 — 2016
Doctor of Medicine (M.D.), MS1
Bryn Mawr College 2011 — 2012
Postbaccalaureate Premedical, Premed
Pomona College 2003 — 2007
Jane Adams Jane Adams's Piper Jaffray Experience July 2011 - Present
Job Investment Banking Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
Skills
Equities, Investment Banking, Valuation, Bloomberg, Financial Modeling
Education
Colgate University 2007 — 2011
Bachelors, Economics, Mathematics
Piper Jaffray July 2011 - Present
Skills
Equities, Investment Banking, Valuation, Bloomberg, Financial Modeling
Education
Colgate University 2007 — 2011
Bachelors, Economics, Mathematics
Austin Nicholas Austin Nicholas's Piper Jaffray Experience April 2015 - April 2015
Job Equity Research Analyst at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. September 2015 - Present
Stephens Inc. April 2015 - Present
Piper Jaffray April 2015 - April 2015
Sterne Agee (Acquired by Stifel Financial) April 2014 - April 2015
Oppenheimer & Co. January 2010 - April 2014
Oppenheimer & Co. June 2009 - September 2009
AGC Partners March 2008 - January 2009
Silver Steep Partners (Acquired by D.A. Davidson & Co) July 2008 - August 2008
AstraZeneca June 2004 - July 2007
Comedy Central 2006 - 2006
Skills
Equity Research, Regional Banks, Investment Banking, Financial Institutions, SNL Financial, Banks, Excel models, SNL, Financial Analysis, Capital Markets, Commercial Banking, Financial Modeling, Equity Valuation, Economics, Financial Services, Equity Capital Markets, Equities, Banking, bluematrix
Education
Colby College 2005 — 2009
Bachelors, Economics
Hvitfeldtska Gymnasiet 2002 — 2005
International Baccalaureate Diploma
International School of the Gothenburg Region 1999 — 2002
Stephens Inc. September 2015 - Present
Stephens Inc. April 2015 - Present
Piper Jaffray April 2015 - April 2015
Sterne Agee (Acquired by Stifel Financial) April 2014 - April 2015
Oppenheimer & Co. January 2010 - April 2014
Oppenheimer & Co. June 2009 - September 2009
AGC Partners March 2008 - January 2009
Silver Steep Partners (Acquired by D.A. Davidson & Co) July 2008 - August 2008
AstraZeneca June 2004 - July 2007
Comedy Central 2006 - 2006
Skills
Equity Research, Regional Banks, Investment Banking, Financial Institutions, SNL Financial, Banks, Excel models, SNL, Financial Analysis, Capital Markets, Commercial Banking, Financial Modeling, Equity Valuation, Economics, Financial Services, Equity Capital Markets, Equities, Banking, bluematrix
Education
Colby College 2005 — 2009
Bachelors, Economics
Hvitfeldtska Gymnasiet 2002 — 2005
International Baccalaureate Diploma
International School of the Gothenburg Region 1999 — 2002
Patrick Costello Patrick Costello's Piper Jaffray Experience July 2006 - April 2008
Job Consultant Private Equity Value Creation
Industry Venture Capital & Private Equity
Experience
EY April 2015 - Present
Prospira PainCare August 2012 - November 2014
Gryphon Investors May 2008 - December 2011
Piper Jaffray July 2006 - April 2008
Skills
Private Equity, Healthcare, Corporate Development, LBO, Financial Modeling, Venture Capital, Corporate Finance, Investment Banking, Valuation, Mergers, Financial Analysis, Due Diligence, Start-ups, Leveraged Finance, M&A experience, Mergers & Acquisitions
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (BA), Economics and Computer Science
EY April 2015 - Present
Prospira PainCare August 2012 - November 2014
Gryphon Investors May 2008 - December 2011
Piper Jaffray July 2006 - April 2008
Skills
Private Equity, Healthcare, Corporate Development, LBO, Financial Modeling, Venture Capital, Corporate Finance, Investment Banking, Valuation, Mergers, Financial Analysis, Due Diligence, Start-ups, Leveraged Finance, M&A experience, Mergers & Acquisitions
Education
Bowdoin College 2002 — 2006
Bachelor of Arts (BA), Economics and Computer Science
Rebecca (Teixeira) Piccone Rebecca (Teixeira) Piccone's Piper Jaffray Experience October 2007 - June 2010
Job Executive Assistant at Bessemer Trust
Industry Financial Services
Experience
Bessemer Trust December 2014 - Present
Broadmark Capital, LLC November 2010 - June 2014
Piper Jaffray October 2007 - June 2010
Pacific Portfolio Consulting July 2006 - August 2007
U.S. Bank August 2001 - June 2006
Merrill Lynch September 1999 - September 2000
Skills
Banking, Account Reconciliation, Process Improvement, Time Management, Accounting, Financial Services, Management, Auditing, Financial Analysis, Program Management, Asset Management, Financial Modeling, Loans, PowerPoint, Economics, Portfolio Management
Education
Central Washington University 1994 — 1998
B.A, Communications & Public Relations, 3.6
Woodinville High School 1991 — 1994
HS Diploma, Honors English
Bessemer Trust December 2014 - Present
Broadmark Capital, LLC November 2010 - June 2014
Piper Jaffray October 2007 - June 2010
Pacific Portfolio Consulting July 2006 - August 2007
U.S. Bank August 2001 - June 2006
Merrill Lynch September 1999 - September 2000
Skills
Banking, Account Reconciliation, Process Improvement, Time Management, Accounting, Financial Services, Management, Auditing, Financial Analysis, Program Management, Asset Management, Financial Modeling, Loans, PowerPoint, Economics, Portfolio Management
Education
Central Washington University 1994 — 1998
B.A, Communications & Public Relations, 3.6
Woodinville High School 1991 — 1994
HS Diploma, Honors English
Blake Morell's Piper Jaffray Experience March 2015 - Present
Job Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
Intrepid Investment Bankers LLC July 2013 - February 2015
Claremont McKenna College January 2010 - May 2012
Chicago Board Options Exchange May 2011 - August 2011
The First Tee of Portland May 2010 - August 2010
Skills
Options, Quantitative Analytics, Financial Modeling, LBO, Private Equity, Leadership, Strategy, Equities, Capital IQ, Corporate Finance, Due Diligence, Derivatives, Financial Analysis, Econometrics, M&A experience, Venture Capital
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Catlin Gabel School 1994 — 2009
Piper Jaffray March 2015 - Present
Intrepid Investment Bankers LLC July 2013 - February 2015
Claremont McKenna College January 2010 - May 2012
Chicago Board Options Exchange May 2011 - August 2011
The First Tee of Portland May 2010 - August 2010
Skills
Options, Quantitative Analytics, Financial Modeling, LBO, Private Equity, Leadership, Strategy, Equities, Capital IQ, Corporate Finance, Due Diligence, Derivatives, Financial Analysis, Econometrics, M&A experience, Venture Capital
Education
Claremont McKenna College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Catlin Gabel School 1994 — 2009
Mark Deliramich Mark Deliramich's Piper Jaffray Experience July 1999 - July 2001
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
David White & Associates September 2013 - Present
Comerica Bank July 2012 - August 2013
Citibank February 2006 - July 2012
Diablo Funding Group November 2004 - February 2006
Morgan Stanley August 2001 - August 2002
Piper Jaffray July 1999 - July 2001
Morgan Stanley June 1990 - May 1999
Skills
Loans, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Wealth Management, Portfolio Management, Commercial Banking, Retail Banking, Financial Services, Commercial Lending, Credit, Investments, Life Insurance, Long Term Care Insurance
Education
California State University-Hayward 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
David White & Associates September 2013 - Present
Comerica Bank July 2012 - August 2013
Citibank February 2006 - July 2012
Diablo Funding Group November 2004 - February 2006
Morgan Stanley August 2001 - August 2002
Piper Jaffray July 1999 - July 2001
Morgan Stanley June 1990 - May 1999
Skills
Loans, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Wealth Management, Portfolio Management, Commercial Banking, Retail Banking, Financial Services, Commercial Lending, Credit, Investments, Life Insurance, Long Term Care Insurance
Education
California State University-Hayward 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Raymond See Raymond See's Piper Jaffray Experience June 2012 - August 2012
Job Growth Analytics @ Uber
Industry Internet
Experience
Uber June 2015 - Present
Handy October 2013 - May 2015
Citi June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Due Diligence, Investment Banking, Equities, Start-ups, Investments, Strategy, Entrepreneurship, Data Analysis, Bloomberg, Business Strategy, Financial Analysis
Education
Brown University 2009 — 2013
BA, Economics
Chinese International School 1994 — 2009
IB
Uber June 2015 - Present
Handy October 2013 - May 2015
Citi June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
Skills
Financial Modeling, Valuation, Corporate Finance, Economics, Due Diligence, Investment Banking, Equities, Start-ups, Investments, Strategy, Entrepreneurship, Data Analysis, Bloomberg, Business Strategy, Financial Analysis
Education
Brown University 2009 — 2013
BA, Economics
Chinese International School 1994 — 2009
IB
Christopher Groshong Christopher Groshong's Piper Jaffray Experience March 2012 - August 2012
Job Director Systems Delivery Group at Blue Cross and Blue Shield of Minnesota
Industry Health, Wellness and Fitness
Experience
Blue Cross and Blue Shield of Minnesota December 2014 - Present
Blue Cross and Blue Shield of Minnesota August 2012 - December 2014
Blue Cross and Blue Shield of Minnesota January 2013 - August 2013
Piper Jaffray March 2012 - August 2012
Piper Jaffray March 2011 - March 2012
Piper Jaffray June 1997 - March 2011
Piper Jaffray January 2007 - February 2008
Piper Jaffray July 2004 - December 2006
Piper Jaffray January 2003 - July 2004
US Bank January 2000 - December 2002
Skills
Firewalls, Data Center, Network Security, VPN, Security, VMware, Network Architecture, Servers, CISSP, WAN, Integration, Windows Server, Switches, VoIP, Cisco Technologies, Information Security, Routers, Telecommunications, IT Strategy, DNS, Virtualization, Wireless Networking, Juniper, Storage, Network Design, Enterprise Architecture, Microsoft Exchange, Routing, Riverbed, IPSec, Citrix, Routing Protocols, ShoreTel, Cisco IOS, VMware ESX, VMware Infrastructure, Network Engineering, F5 BigIP, Checkpoint, Incident Response, Load Balancing, F5, Aruba, Cisco, SSL, Palo Alto, VDI, Messaging, DNS management, Python
Education
Capella University 2009 — 2014
M.S., Information Assurance and Security
Capella University 2007 — 2009
B.S., Information Technology
University of Minnesota-Twin Cities 1995 — 2006
Inver Hills Community College 1993 — 1995
University of Minnesota Duluth 1992 — 1993
Blue Cross and Blue Shield of Minnesota December 2014 - Present
Blue Cross and Blue Shield of Minnesota August 2012 - December 2014
Blue Cross and Blue Shield of Minnesota January 2013 - August 2013
Piper Jaffray March 2012 - August 2012
Piper Jaffray March 2011 - March 2012
Piper Jaffray June 1997 - March 2011
Piper Jaffray January 2007 - February 2008
Piper Jaffray July 2004 - December 2006
Piper Jaffray January 2003 - July 2004
US Bank January 2000 - December 2002
Skills
Firewalls, Data Center, Network Security, VPN, Security, VMware, Network Architecture, Servers, CISSP, WAN, Integration, Windows Server, Switches, VoIP, Cisco Technologies, Information Security, Routers, Telecommunications, IT Strategy, DNS, Virtualization, Wireless Networking, Juniper, Storage, Network Design, Enterprise Architecture, Microsoft Exchange, Routing, Riverbed, IPSec, Citrix, Routing Protocols, ShoreTel, Cisco IOS, VMware ESX, VMware Infrastructure, Network Engineering, F5 BigIP, Checkpoint, Incident Response, Load Balancing, F5, Aruba, Cisco, SSL, Palo Alto, VDI, Messaging, DNS management, Python
Education
Capella University 2009 — 2014
M.S., Information Assurance and Security
Capella University 2007 — 2009
B.S., Information Technology
University of Minnesota-Twin Cities 1995 — 2006
Inver Hills Community College 1993 — 1995
University of Minnesota Duluth 1992 — 1993
JJ Sackett, CFP®, CMFC, ChFC® JJ Sackett, CFP®, CMFC, ChFC®'s Piper Jaffray Experience 1994 - 1997
Job Sr. Business Management Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2014 - Present
TIAA-CREF November 2007 - Present
TIAA-CREF January 2001 - November 2007
Kirkpatrick Pettis 1997 - 2001
Piper Jaffray 1994 - 1997
Oppenheimer 1986 - 1994
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance
Education
College for Financial Planning 2002 — 2005
CFP®, Certified Financial Planner
University of Northern Iowa 1978 — 1985
BA, Business
TIAA-CREF February 2014 - Present
TIAA-CREF November 2007 - Present
TIAA-CREF January 2001 - November 2007
Kirkpatrick Pettis 1997 - 2001
Piper Jaffray 1994 - 1997
Oppenheimer 1986 - 1994
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Series 7, Investment Advisory, Mutual Funds, Estate Planning, Series 63, Fixed Annuities, Financial Advisory, Asset Allocation, Wealth, Financial Services, 401k, Relationship Management, Life Insurance, Long Term Care Insurance, Variable Annuities, Pensions, Long-term Care, Insurance
Education
College for Financial Planning 2002 — 2005
CFP®, Certified Financial Planner
University of Northern Iowa 1978 — 1985
BA, Business
Eric Nicholson Eric Nicholson's Piper Jaffray Experience 1998 - 2003
Job Managing Director at Greene Holcomb & Fisher
Industry Investment Banking
Experience
Greene Holcomb & Fisher 2003 - Present
Amherst H. Wilder Foundation 2013 - Present
University of Minnesota Law School 2013 - Present
Piper Jaffray 1998 - 2003
Dorsey & Whitney LLP 1993 - 1998
Congressional Budget Office 1988 - 1990
Education
University of Minnesota Law School 1990 — 1993
J.D., Law
Carleton College 1984 — 1988
B.A., Economics
Greene Holcomb & Fisher 2003 - Present
Amherst H. Wilder Foundation 2013 - Present
University of Minnesota Law School 2013 - Present
Piper Jaffray 1998 - 2003
Dorsey & Whitney LLP 1993 - 1998
Congressional Budget Office 1988 - 1990
Education
University of Minnesota Law School 1990 — 1993
J.D., Law
Carleton College 1984 — 1988
B.A., Economics
Wayne Senior Wayne Senior's Piper Jaffray Experience October 2007 - May 2010
Job Production Support Analyst at Surescripts LLC
Industry Internet
Experience
Surescripts LLC August 2012 - Present
Coyote Sands Saloon May 2012 - Present
FICO August 2010 - August 2012
Piper Jaffray October 2007 - May 2010
Navitaire LLC - an Accenture company November 2005 - October 2007
MMC Companies May 2003 - September 2006
Jalapenos / JP'S Bar & Grill March 2003 - September 2006
Veritas / Symantec March 2001 - August 2005
QLogic September 2000 - March 2001
Skills
Technical Support, Disaster Recovery
Education
Capital Community College
Central Connecticut State University
Metropolitan State University
Surescripts LLC August 2012 - Present
Coyote Sands Saloon May 2012 - Present
FICO August 2010 - August 2012
Piper Jaffray October 2007 - May 2010
Navitaire LLC - an Accenture company November 2005 - October 2007
MMC Companies May 2003 - September 2006
Jalapenos / JP'S Bar & Grill March 2003 - September 2006
Veritas / Symantec March 2001 - August 2005
QLogic September 2000 - March 2001
Skills
Technical Support, Disaster Recovery
Education
Capital Community College
Central Connecticut State University
Metropolitan State University
Derek Eckhart Derek Eckhart's Piper Jaffray Experience July 2013 - Present
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2013 - Present
Public Financial Management July 2011 - July 2013
Valstone Partners May 2010 - August 2010
Kenilworth Sunoco June 2004 - August 2007
Skills
Excel, Visual Basic for..., DBC Finance Software, Financial Modeling, Management Consulting, Microsoft Excel, Due Diligence, VBA, Financial Analysis, Analysis, Economics, Strategy, Valuation, Corporate Finance, Quantitative Analytics, PowerPoint, Investments
Education
Bucknell University 2007 — 2011
BSBA, Management
Piper Jaffray July 2013 - Present
Public Financial Management July 2011 - July 2013
Valstone Partners May 2010 - August 2010
Kenilworth Sunoco June 2004 - August 2007
Skills
Excel, Visual Basic for..., DBC Finance Software, Financial Modeling, Management Consulting, Microsoft Excel, Due Diligence, VBA, Financial Analysis, Analysis, Economics, Strategy, Valuation, Corporate Finance, Quantitative Analytics, PowerPoint, Investments
Education
Bucknell University 2007 — 2011
BSBA, Management
Daniel Yamron Daniel Yamron's Piper Jaffray Experience 2000 - 2003
Job Ariane Capital Partners
Industry Capital Markets
Experience
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Capital Markets Advisory Business 2009 - Present
Leerink Partners LLC 2007 - 2009
Banner Capital Markets 2003 - 2007
Piper Jaffray 2000 - 2003
CIBC World Markets 1998 - 2000
Cowen and Company 1994 - 1998
PaineWebber 1985 - 1994
Skills
Equities, Origination, Equity Capital Markets, Private Placements, Investor Relations, IPO
Education
Harvard Business School 1982 — 1984
MBA, Finance
Carleton College 1974 — 1978
BA, International Relations
Jeffrey Fivecoat Jeffrey Fivecoat's Piper Jaffray Experience May 2015 - Present
Job Senior Vice President Public Finance Healthcare
Industry Banking
Experience
Piper Jaffray May 2015 - Present
Friendship Village of Columbus February 2013 - Present
The Players Club April 2008 - Present
Robert W. Baird & Co. October 2012 - May 2015
Red Capital Group May 2010 - October 2012
Red Capital Group August 2007 - October 2010
OhioHealth 2005 - 2007
Forescore Golf 2003 - 2004
Ohio Wesleyan University January 2001 - June 2003
Stratera 2001 - 2003
Skills
Real Estate Financing, Strategic Financial..., Construction, Capital Markets, Debt Markets, Series 7, Budgets, Financial Structuring, Bond Markets, Investment Banking, Loans, Financial Analysis, Financial Modeling, Bonds, Finance, Due Diligence, Valuation, Commercial Lending, Financial Reporting, Financial Accounting, Real Estate Economics, Accounting, Investments, Leadership, Asset Managment, Analysis, Portfolio Management, Corporate Finance, Credit, Asset Management, Real Estate, Private Equity, Executive Management, Financial Advisory, Insurance, Mergers & Acquisitions, Banking, Securities, Credit Analysis, Equities, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Masters in Business Administration, Accounting, Marketing
Colgate University 1991 — 1995
Economics, Computer Science, Political Science
Rutheford B Hayes High School 1988 — 1991
Piper Jaffray May 2015 - Present
Friendship Village of Columbus February 2013 - Present
The Players Club April 2008 - Present
Robert W. Baird & Co. October 2012 - May 2015
Red Capital Group May 2010 - October 2012
Red Capital Group August 2007 - October 2010
OhioHealth 2005 - 2007
Forescore Golf 2003 - 2004
Ohio Wesleyan University January 2001 - June 2003
Stratera 2001 - 2003
Skills
Real Estate Financing, Strategic Financial..., Construction, Capital Markets, Debt Markets, Series 7, Budgets, Financial Structuring, Bond Markets, Investment Banking, Loans, Financial Analysis, Financial Modeling, Bonds, Finance, Due Diligence, Valuation, Commercial Lending, Financial Reporting, Financial Accounting, Real Estate Economics, Accounting, Investments, Leadership, Asset Managment, Analysis, Portfolio Management, Corporate Finance, Credit, Asset Management, Real Estate, Private Equity, Executive Management, Financial Advisory, Insurance, Mergers & Acquisitions, Banking, Securities, Credit Analysis, Equities, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2001 — 2003
Masters in Business Administration, Accounting, Marketing
Colgate University 1991 — 1995
Economics, Computer Science, Political Science
Rutheford B Hayes High School 1988 — 1991
David Caluori's Piper Jaffray Experience January 2003 - August 2003
Job Principal at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic December 2014 - Present
Welsh, Carson, Anderson & Stowe January 2005 - December 2014
naviHealth, Inc. November 2011 - November 2014
Valeritas September 2011 - November 2014
K2M July 2010 - November 2014
CareSpot July 2007 - November 2014
Solstas Lab Partners December 2009 - January 2014
Jefferies & Company August 2003 - December 2004
Piper Jaffray January 2003 - August 2003
Skills
Due Diligence, Financial Analysis, Investment Banking, Equities, Healthcare, LBO, Equity Valuation, Medical Devices, Diagnostics, Medical Diagnostics, Diabetes, Debt, Hospitals, Dialysis, Private Equity, Private Equity Firms, Private Equity Funding, Private Equity/Venture..., Entrepreneurship, Social Media, Healthcare IT, Healthcare Industry, Health Insurance, Healthcare Information..., Healthcare Consulting, Healthcare Marketing, Healthcare Technology, Business Strategy, Negotiation
Education
Brown University 1996 — 2002
BA
General Atlantic December 2014 - Present
Welsh, Carson, Anderson & Stowe January 2005 - December 2014
naviHealth, Inc. November 2011 - November 2014
Valeritas September 2011 - November 2014
K2M July 2010 - November 2014
CareSpot July 2007 - November 2014
Solstas Lab Partners December 2009 - January 2014
Jefferies & Company August 2003 - December 2004
Piper Jaffray January 2003 - August 2003
Skills
Due Diligence, Financial Analysis, Investment Banking, Equities, Healthcare, LBO, Equity Valuation, Medical Devices, Diagnostics, Medical Diagnostics, Diabetes, Debt, Hospitals, Dialysis, Private Equity, Private Equity Firms, Private Equity Funding, Private Equity/Venture..., Entrepreneurship, Social Media, Healthcare IT, Healthcare Industry, Health Insurance, Healthcare Information..., Healthcare Consulting, Healthcare Marketing, Healthcare Technology, Business Strategy, Negotiation
Education
Brown University 1996 — 2002
BA
Glen Kragness's Piper Jaffray Experience 1997 - 2000
Job Senior Consultant, IRM
Industry Information Technology and Services
Experience
Aeritae Consulting Group November 2007 - Present
United Healthcare September 2007 - January 2008
Accenture 2008 - 2008
Aeritae Consulting Group January 2007 - November 2007
Target January 2007 - September 2007
Ameriprise Financial 2006 - 2007
Dorsey 2000 - 2004
Piper Jaffray 1997 - 2000
Piper Jaffray Companies 1997 - 2000
Perigee Consulting 1996 - 1997
Skills
Vendor Management, ITIL, PCI DSS, IT Strategy, Security, Risk Management, Disaster Recovery, IT Management, Information Security, Information Security..., Project Management, Program Management, Governance, Business Continuity, Network Architecture, Data Center, IT Service Management, CISSP, Information Technology, Incident Management, Requirements Analysis, IT Operations, Network Security
Education
Chapman University 1985 — 1989
Aeritae Consulting Group November 2007 - Present
United Healthcare September 2007 - January 2008
Accenture 2008 - 2008
Aeritae Consulting Group January 2007 - November 2007
Target January 2007 - September 2007
Ameriprise Financial 2006 - 2007
Dorsey 2000 - 2004
Piper Jaffray 1997 - 2000
Piper Jaffray Companies 1997 - 2000
Perigee Consulting 1996 - 1997
Skills
Vendor Management, ITIL, PCI DSS, IT Strategy, Security, Risk Management, Disaster Recovery, IT Management, Information Security, Information Security..., Project Management, Program Management, Governance, Business Continuity, Network Architecture, Data Center, IT Service Management, CISSP, Information Technology, Incident Management, Requirements Analysis, IT Operations, Network Security
Education
Chapman University 1985 — 1989
Albert Hanser's Piper Jaffray Experience 1997 - 1998
Job Managing Director at CraigHallum Capital Group
Industry Investment Banking
Experience
Craig-Hallum Capital Group September 2012 - Present
ThinkEquity LLC October 2003 - September 2012
Deutsche Bank 1998 - 2003
Piper Jaffray 1997 - 1998
Skills
Business Strategy, Equity Research, Hedge Funds, Investment Banking, Private Equity, Equities, Valuation, Venture Capital, Competitive Analysis, Corporate Finance, Investments, Financial Modeling, Corporate Development, Asset Management, Private Placements, Start-ups, Series 7, Strategic Partnerships, Strategic Planning, Due Diligence, IPO, Capital Markets, Alternative Investments, Mergers & Acquisitions, Strategy, Securities, Portfolio Management
Education
Brown University 1992 — 1996
Craig-Hallum Capital Group September 2012 - Present
ThinkEquity LLC October 2003 - September 2012
Deutsche Bank 1998 - 2003
Piper Jaffray 1997 - 1998
Skills
Business Strategy, Equity Research, Hedge Funds, Investment Banking, Private Equity, Equities, Valuation, Venture Capital, Competitive Analysis, Corporate Finance, Investments, Financial Modeling, Corporate Development, Asset Management, Private Placements, Start-ups, Series 7, Strategic Partnerships, Strategic Planning, Due Diligence, IPO, Capital Markets, Alternative Investments, Mergers & Acquisitions, Strategy, Securities, Portfolio Management
Education
Brown University 1992 — 1996
David Lebowitz MPH, CFA's Piper Jaffray Experience September 2013 - October 2014
Job Research Analyst Biotechnology at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 2015 - Present
Janney Montgomery Scott LLC October 2014 - September 2015
Piper Jaffray September 2013 - October 2014
eSprout LLC November 2008 - February 2013
Visium Partners 2008 - 2010
Sanders Morris Harris 2007 - 2008
Thomas Weisel Partners, LLC. 2005 - 2006
Thomas Weisel Partners, LLC. 2003 - 2005
SG Cowen Securities Corporation 2000 - 2002
Summit Technology, Inc. 1997 - 1999
Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Columbia University in the City of New York 1995 — 1997
MPH, Health Policy & Management
Brandeis University 1991 — 1995
BA, Biology
Morgan Stanley September 2015 - Present
Janney Montgomery Scott LLC October 2014 - September 2015
Piper Jaffray September 2013 - October 2014
eSprout LLC November 2008 - February 2013
Visium Partners 2008 - 2010
Sanders Morris Harris 2007 - 2008
Thomas Weisel Partners, LLC. 2005 - 2006
Thomas Weisel Partners, LLC. 2003 - 2005
SG Cowen Securities Corporation 2000 - 2002
Summit Technology, Inc. 1997 - 1999
Skills
Start-ups, Investments, Due Diligence, Financial Modeling, Entrepreneurship, Management Consulting, Valuation, Corporate Finance, Mergers & Acquisitions, Business Strategy, Strategic Consulting, Institutional..., Series 7, Investor Relations, Chartered Financial..., Wall Street, Institutional Investors, Consultants, Entrepreneur, Series 63, Series 86, Business Meetings, FINRA, Series 87, Financial Markets, Equity Research, Brand Awareness, Equities, Financial Analysis, Finance, Capital Markets, Strategy, Hedge Funds, Biotechnology Industry, Balance Sheet, Cash Flow Statements
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
Columbia University in the City of New York 1995 — 1997
MPH, Health Policy & Management
Brandeis University 1991 — 1995
BA, Biology
John Ritter's Piper Jaffray Experience April 2009 - March 2011
Job Director at BMO Capital Markets
Industry Financial Services
Experience
Bank of Montreal March 2011 - Present
Piper Jaffray April 2009 - March 2011
Banc of America Securities, LLC June 2006 - February 2009
Morgan Stanley April 1999 - June 2006
Skills
Capital Markets, Equities, Equity Trading, Fixed Income, Hedge Funds, Portfolio Management, Sales, Bloomberg, Trading
Education
Bucknell University 1990 — 1994
BS, Computer Science and Engineering
Bank of Montreal March 2011 - Present
Piper Jaffray April 2009 - March 2011
Banc of America Securities, LLC June 2006 - February 2009
Morgan Stanley April 1999 - June 2006
Skills
Capital Markets, Equities, Equity Trading, Fixed Income, Hedge Funds, Portfolio Management, Sales, Bloomberg, Trading
Education
Bucknell University 1990 — 1994
BS, Computer Science and Engineering
Chris Lai's Piper Jaffray Experience December 2003 - November 2009
Job Trader at Symphony Asset Management
Industry Investment Banking
Experience
Symphony Asset Management April 2011 - Present
PEAK6 Investments LP August 2009 - March 2011
Piper Jaffray December 2003 - November 2009
Stafford Trading September 1999 - May 2002
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Symphony Asset Management April 2011 - Present
PEAK6 Investments LP August 2009 - March 2011
Piper Jaffray December 2003 - November 2009
Stafford Trading September 1999 - May 2002
Education
California Polytechnic State University-San Luis Obispo 1994 — 1998
Natalie Lenz's Piper Jaffray Experience 2001 - 2005
Job Human Resources Generalist at YMCA of the Greater Twin Cities
Industry Nonprofit Organization Management
Experience
YMCA 2008 - Present
Diversified Graphics April 2005 - April 2008
Piper Jaffray 2001 - 2005
LesConcierges May 1996 - July 2001
Skills
Leadership Development, Coaching, Fundraising, Taleo, Non-profits, Compensation & Benefit, Nonprofits, Staff Development, Event Planning, Mergers, Customer Service, Community Outreach, Human Resources, Employee Relations, Leadership, Employee Benefits, Personnel Management, Management, Deferred Compensation, Training, Onboarding, Conflict Resolution, Workforce Planning, Payroll
Education
San Francisco State University 2001 — 2002
Human Resources Management: Fundamental Issues Professional Certificate
Briar Cliff University 1988 — 1992
BA, Psychology and Elementary Education
YMCA 2008 - Present
Diversified Graphics April 2005 - April 2008
Piper Jaffray 2001 - 2005
LesConcierges May 1996 - July 2001
Skills
Leadership Development, Coaching, Fundraising, Taleo, Non-profits, Compensation & Benefit, Nonprofits, Staff Development, Event Planning, Mergers, Customer Service, Community Outreach, Human Resources, Employee Relations, Leadership, Employee Benefits, Personnel Management, Management, Deferred Compensation, Training, Onboarding, Conflict Resolution, Workforce Planning, Payroll
Education
San Francisco State University 2001 — 2002
Human Resources Management: Fundamental Issues Professional Certificate
Briar Cliff University 1988 — 1992
BA, Psychology and Elementary Education
Jackie Matrosic's Piper Jaffray Experience September 2010 - October 2011
Job Compliance Regulatory Officer/Supervisory Analyst at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus November 2011 - Present
Piper Jaffray September 2010 - October 2011
Friedman, Billings Ramsey May 2004 - July 2010
Ferris Baker Watts May 1996 - April 2004
Education
Central Michigan University 1987 — 1991
Bachelor of Science, English/History
Stifel Nicolaus November 2011 - Present
Piper Jaffray September 2010 - October 2011
Friedman, Billings Ramsey May 2004 - July 2010
Ferris Baker Watts May 1996 - April 2004
Education
Central Michigan University 1987 — 1991
Bachelor of Science, English/History
Ryan Stefan's Piper Jaffray Experience February 2012 - Present
Job Senior Vice President at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray February 2012 - Present
Fifth Third Securities, Inc. April 2003 - February 2012
NatCity Investments 2000 - 2003
Skills
Series 7, Investment Banking, Series 63, Series 53, Public Finance, Leases
Education
Cleveland State University 2003 — 2004
MBA, Finance
Fordham University 1994 — 1998
Bachelor of Science (BS), Accounting and Economics
Piper Jaffray February 2012 - Present
Fifth Third Securities, Inc. April 2003 - February 2012
NatCity Investments 2000 - 2003
Skills
Series 7, Investment Banking, Series 63, Series 53, Public Finance, Leases
Education
Cleveland State University 2003 — 2004
MBA, Finance
Fordham University 1994 — 1998
Bachelor of Science (BS), Accounting and Economics
Garin Arevian's Piper Jaffray Experience June 2015 - Present
Job Managing Director, TMT Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
MHT MidSpan Partners September 2013 - May 2015
Harris Williams July 2007 - August 2013
Adams Harkness July 2000 - July 2007
Fidelity Investments June 1996 - July 1998
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, Mergers, Corporate Development, Private Equity, Investments, M&A experience, Private Placements, Business Strategy, Equities, Financial Modeling, Due Diligence, Start-ups
Education
Georgetown University - The McDonough School of Business
MBA, Finance
Colby College
BA, Economics, Government
Noble and Greenough
Piper Jaffray June 2015 - Present
MHT MidSpan Partners September 2013 - May 2015
Harris Williams July 2007 - August 2013
Adams Harkness July 2000 - July 2007
Fidelity Investments June 1996 - July 1998
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Corporate Finance, Mergers, Corporate Development, Private Equity, Investments, M&A experience, Private Placements, Business Strategy, Equities, Financial Modeling, Due Diligence, Start-ups
Education
Georgetown University - The McDonough School of Business
MBA, Finance
Colby College
BA, Economics, Government
Noble and Greenough
Bob Consigli's Piper Jaffray Experience January 1991 - November 1995
Job Internal Wholesaler
Industry Investment Management
Experience
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
Jeff Rosenstrock's Piper Jaffray Experience June 2006 - December 2008
Job Global Banking and Markets Compliance
Industry Financial Services
Experience
Bank of America February 2014 - Present
Direct Edge Exchanges (now BATS Global Markets, Inc.) February 2009 - February 2014
Piper Jaffray June 2006 - December 2008
NYSE January 2000 - June 2006
Guardian Life 1997 - 1999
Skills
Securities, Securities Regulation, Licensing, Equities, Mergers, Litigation, Corporate Law, Derivatives, Financial Services, Private Equity, FINRA, Dodd-Frank, Hedge Funds, Financial Regulation, Private Placements, Broker-Dealer, Equity Trading, Capital Markets, SEC, Corporate Governance, Trading, Due Diligence, Series 7, Privacy Law, Banking Law, AML, FCPA, Cross-border..., Alternative Investments, Structured Products, Securities Litigation, Options, Joint Ventures, Financial Markets, Series 24, Electronic Trading, Prime Brokerage, M&A experience, Investment Company Act, Legal Compliance, Intellectual Property, IPO, Employment Law, Litigation Management, Investment Advisers Act, Mergers & Acquisitions, Anti Money Laundering
Education
Boston University School of Law 1992 — 1995
J.D., cum laude, Law
Cornell University, Ithaca, NY 1988 — 1992
B.S., with distinction, Business mgmt
Bank of America February 2014 - Present
Direct Edge Exchanges (now BATS Global Markets, Inc.) February 2009 - February 2014
Piper Jaffray June 2006 - December 2008
NYSE January 2000 - June 2006
Guardian Life 1997 - 1999
Skills
Securities, Securities Regulation, Licensing, Equities, Mergers, Litigation, Corporate Law, Derivatives, Financial Services, Private Equity, FINRA, Dodd-Frank, Hedge Funds, Financial Regulation, Private Placements, Broker-Dealer, Equity Trading, Capital Markets, SEC, Corporate Governance, Trading, Due Diligence, Series 7, Privacy Law, Banking Law, AML, FCPA, Cross-border..., Alternative Investments, Structured Products, Securities Litigation, Options, Joint Ventures, Financial Markets, Series 24, Electronic Trading, Prime Brokerage, M&A experience, Investment Company Act, Legal Compliance, Intellectual Property, IPO, Employment Law, Litigation Management, Investment Advisers Act, Mergers & Acquisitions, Anti Money Laundering
Education
Boston University School of Law 1992 — 1995
J.D., cum laude, Law
Cornell University, Ithaca, NY 1988 — 1992
B.S., with distinction, Business mgmt
Rod Dolan's Piper Jaffray Experience December 1994 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray December 1994 - Present
Education
Brown University 1970 — 1974
Piper Jaffray December 1994 - Present
Education
Brown University 1970 — 1974
Daniel Wilson's Piper Jaffray Experience August 2004 - August 2006
Job Executive Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan January 2014 - Present
Presidio Community YMCA July 2013 - Present
J.P. Morgan January 2011 - January 2014
JPMorgan August 2007 - December 2010
Piper Jaffray August 2004 - August 2006
KPMG September 2003 - August 2004
Skills
Investment Banking, Corporate Finance, M&A experience, Financial Analysis, Financial Modeling, Valuation, Mergers, Equities, IPO, Capital Markets, Due Diligence, Strategy
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration, Finance, Economics, Statistics
J.P. Morgan January 2014 - Present
Presidio Community YMCA July 2013 - Present
J.P. Morgan January 2011 - January 2014
JPMorgan August 2007 - December 2010
Piper Jaffray August 2004 - August 2006
KPMG September 2003 - August 2004
Skills
Investment Banking, Corporate Finance, M&A experience, Financial Analysis, Financial Modeling, Valuation, Mergers, Equities, IPO, Capital Markets, Due Diligence, Strategy
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Business Administration, Finance, Economics, Statistics
Penelope Brown's Piper Jaffray Experience 1994 - 1996
Job Talent Acquisition Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
Merrill Lynch August 2005 - March 2014
Bank of America August 2005 - May 2009
Lakeshore Staffing October 2001 - October 2004
Piper Jaffray 1994 - 1996
Skills
Technical Recruiting, Talent Acquisition, Financial Services, Recruiting, Wealth Management, Onboarding, Talent Management, Hiring, Management, Applicant Tracking..., Executive Search, Internet Recruiting, Leadership, Investments, Portfolio Management
Education
Bowling Green State University 1988 — 1993
Bachelor's degree
TIAA-CREF March 2014 - Present
Merrill Lynch August 2005 - March 2014
Bank of America August 2005 - May 2009
Lakeshore Staffing October 2001 - October 2004
Piper Jaffray 1994 - 1996
Skills
Technical Recruiting, Talent Acquisition, Financial Services, Recruiting, Wealth Management, Onboarding, Talent Management, Hiring, Management, Applicant Tracking..., Executive Search, Internet Recruiting, Leadership, Investments, Portfolio Management
Education
Bowling Green State University 1988 — 1993
Bachelor's degree
James Clear's Piper Jaffray Experience February 1999 - May 2005
Job Financial Services Professional and Consultant
Industry Financial Services
Experience
Independent Consulting January 2009 - Present
Minneapolis Grain Exchange January 2009 - Present
UBS December 2007 - December 2008
UBS May 2005 - December 2007
Piper Jaffray February 1999 - May 2005
Education
College for Financial Planning 2006 — 2006
AAMS, Accredited Asset Management Specialist
St. Cloud State University - Herberger Business School 1993 — 1998
Bachelor of Science, Finance
Independent Consulting January 2009 - Present
Minneapolis Grain Exchange January 2009 - Present
UBS December 2007 - December 2008
UBS May 2005 - December 2007
Piper Jaffray February 1999 - May 2005
Education
College for Financial Planning 2006 — 2006
AAMS, Accredited Asset Management Specialist
St. Cloud State University - Herberger Business School 1993 — 1998
Bachelor of Science, Finance
Richard Larsen's Piper Jaffray Experience April 1993 - April 2004
Job Owner, Larsen Financial
Industry Investment Management
Experience
Larsen Financial April 2004 - Present
Piper Jaffray April 1993 - April 2004
West One Bank July 1990 - April 1993
Skills
Financial Analysis, Investments, Retirement Planning, Insurance, Leadership, Strategic Planning, Risk Management, Data Analysis, Team Building, Government, Marketing, Small Business, Public Speaking, 401k, Entrepreneurship, Retirement, Microsoft Excel, Management, Customer Service, Fundraising, Leadership Development, Business Planning, Public Relations, Event Planning, Budgets, Start-ups, Research, Social Media, Contract Negotiation, Nonprofits, Marketing Strategy, Coaching, Microsoft Office, Social Networking, Sales, Business Development, Program Management, Negotiation, Editing, Microsoft Word, Media Relations, Project Planning, Accounting, Event Management, Advertising, Process Improvement, Project Management, Outlook, Community Outreach, Team Leadership
Education
Idaho State University 1983 — 1984
Master of Public Administration
Idaho State University 1979 — 1983
BA, History, Political Science
Brigham Young University - Idaho 1978 — 1978
Political Science
Brigham Young University - Idaho 1975 — 1976
Political Science
Snake River High School 1972 — 1975
Larsen Financial April 2004 - Present
Piper Jaffray April 1993 - April 2004
West One Bank July 1990 - April 1993
Skills
Financial Analysis, Investments, Retirement Planning, Insurance, Leadership, Strategic Planning, Risk Management, Data Analysis, Team Building, Government, Marketing, Small Business, Public Speaking, 401k, Entrepreneurship, Retirement, Microsoft Excel, Management, Customer Service, Fundraising, Leadership Development, Business Planning, Public Relations, Event Planning, Budgets, Start-ups, Research, Social Media, Contract Negotiation, Nonprofits, Marketing Strategy, Coaching, Microsoft Office, Social Networking, Sales, Business Development, Program Management, Negotiation, Editing, Microsoft Word, Media Relations, Project Planning, Accounting, Event Management, Advertising, Process Improvement, Project Management, Outlook, Community Outreach, Team Leadership
Education
Idaho State University 1983 — 1984
Master of Public Administration
Idaho State University 1979 — 1983
BA, History, Political Science
Brigham Young University - Idaho 1978 — 1978
Political Science
Brigham Young University - Idaho 1975 — 1976
Political Science
Snake River High School 1972 — 1975
Paul Manelis's Piper Jaffray Experience 1999 - 2003
Job Institutional Investments Professional
Industry Capital Markets
Experience
Rosenblatt Securities April 2013 - Present
Global Hunter Securities June 2011 - April 2013
Soleil Securities June 2009 - May 2010
NorthPointe Capital June 2007 - January 2009
WR Hambrecht + Co 2005 - 2007
Piper Jaffray 1999 - 2003
Skills
Equity Trading, Equities, Series 7, Series 63, Equity Research, Bloomberg, Hedge Funds, Securities, Series 24, Capital Markets, Investments, Trading, Portfolio Management, Options, Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, series 55, series 9, series 10, Institutional Sales, Sales Management
Education
Central Michigan University 1989 — 1993
Rosenblatt Securities April 2013 - Present
Global Hunter Securities June 2011 - April 2013
Soleil Securities June 2009 - May 2010
NorthPointe Capital June 2007 - January 2009
WR Hambrecht + Co 2005 - 2007
Piper Jaffray 1999 - 2003
Skills
Equity Trading, Equities, Series 7, Series 63, Equity Research, Bloomberg, Hedge Funds, Securities, Series 24, Capital Markets, Investments, Trading, Portfolio Management, Options, Asset Managment, Fixed Income, Alternative Investments, Mutual Funds, series 55, series 9, series 10, Institutional Sales, Sales Management
Education
Central Michigan University 1989 — 1993
Greg Swartz's Piper Jaffray Experience January 2004 - Present
Job Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2004 - Present
Water Infrastructure Finance Authority of Arizona March 1995 - January 2004
Indiana Public Finance Office January 1993 - February 1995
Education
Indiana University Bloomington 1986 — 1988
Butler University 1982 — 1986
Bachelors, Economics
Piper Jaffray January 2004 - Present
Water Infrastructure Finance Authority of Arizona March 1995 - January 2004
Indiana Public Finance Office January 1993 - February 1995
Education
Indiana University Bloomington 1986 — 1988
Butler University 1982 — 1986
Bachelors, Economics
Jennifer Facciani's Piper Jaffray Experience 2006 - 2007
Job Vice President, Treasurer
Industry Construction
Experience
M. A. Mortenson Company March 2009 - Present
M. A. Mortenson Company May 2007 - March 2009
Piper Jaffray 2006 - 2007
Piper Jaffray 2003 - 2006
Piper Jaffray 1999 - 2003
Piper Jaffray 1997 - 1999
Federal Reserve Bank of Minneapolis 1995 - 1997
Skills
Management, Budgets, Finance, Leadership, Strategic Planning, Analysis, Risk Management, Financial Analysis, Portfolio Management, Financial Reporting, Financial Modeling, Business Analysis, Managerial Finance, Accounting, Process Improvement, Forecasting, Financial Planning, Cash Flow Forecasting, Project Management, Microsoft Excel, Strategic Financial..., Financial Services, Corporate Finance, Investments, Change Management, Financial Risk
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Finance
Carleton College 1989 — 1993
B.A., Music and Economics
The Andrews School for Girls 1986 — 1989
M. A. Mortenson Company March 2009 - Present
M. A. Mortenson Company May 2007 - March 2009
Piper Jaffray 2006 - 2007
Piper Jaffray 2003 - 2006
Piper Jaffray 1999 - 2003
Piper Jaffray 1997 - 1999
Federal Reserve Bank of Minneapolis 1995 - 1997
Skills
Management, Budgets, Finance, Leadership, Strategic Planning, Analysis, Risk Management, Financial Analysis, Portfolio Management, Financial Reporting, Financial Modeling, Business Analysis, Managerial Finance, Accounting, Process Improvement, Forecasting, Financial Planning, Cash Flow Forecasting, Project Management, Microsoft Excel, Strategic Financial..., Financial Services, Corporate Finance, Investments, Change Management, Financial Risk
Education
University of Minnesota - Carlson School of Management 1999 — 2002
MBA, Finance
Carleton College 1989 — 1993
B.A., Music and Economics
The Andrews School for Girls 1986 — 1989
Jill Ische's Piper Jaffray Experience December 1997 - August 2006
Job Independent Meeting Planner
Industry Leisure, Travel & Tourism
Experience
U.S. Bancorp Investments & Insurance July 2007 - Present
PRMIA 2007 - 2008
Piper Jaffray December 1997 - August 2006
Skills
Strategic Planning, Meeting Planning, Event Management, Budgets, Community Outreach, Corporate Events, Incentives, Trade Shows, Marketing, Account Management, Marketing Communications, Hospitality, Fundraising
Education
Carleton College 1985 — 1989
Bachelor's degree, Political Science
U.S. Bancorp Investments & Insurance July 2007 - Present
PRMIA 2007 - 2008
Piper Jaffray December 1997 - August 2006
Skills
Strategic Planning, Meeting Planning, Event Management, Budgets, Community Outreach, Corporate Events, Incentives, Trade Shows, Marketing, Account Management, Marketing Communications, Hospitality, Fundraising
Education
Carleton College 1985 — 1989
Bachelor's degree, Political Science
Karen Tai's Piper Jaffray Experience 2011 - 2013
Job Founder and CEO at ONEPOINTSIX
Industry Internet
Experience
ONEPOINTSIX 2013 - Present
Piper Jaffray 2011 - 2013
Piper Jaffray 2010 - 2011
Gerson Lehrman Group 2008 - 2010
Lehman Brothers 2007 - 2008
UBS Wealth Management May 2006 - August 2006
Skills
Equity Research, Financial Analysis, Company Valuation, Financial Modeling, Valuation, Entrepreneurship, Equities, Investments, Analysis, Management, Competitive Analysis, Strategy, Start-ups
Education
Brown University 2003 — 2007
Sc. B, Chemical Engineering
ONEPOINTSIX 2013 - Present
Piper Jaffray 2011 - 2013
Piper Jaffray 2010 - 2011
Gerson Lehrman Group 2008 - 2010
Lehman Brothers 2007 - 2008
UBS Wealth Management May 2006 - August 2006
Skills
Equity Research, Financial Analysis, Company Valuation, Financial Modeling, Valuation, Entrepreneurship, Equities, Investments, Analysis, Management, Competitive Analysis, Strategy, Start-ups
Education
Brown University 2003 — 2007
Sc. B, Chemical Engineering
Gary Wu's Piper Jaffray Experience December 2012 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray December 2012 - Present
Silicon Valley Bank October 2011 - December 2012
Skills
Data Analysis, Financial Analysis, Financial Modeling, Research, Corporate Finance, SQL, Capital Markets, Convertible Securities, Valuation, VBA, Capital IQ
Education
Colgate University 2006 — 2010
Bachelor of Arts, Economics
University of California, Berkeley 2010 — 2012
Certificate in Finance, Corporate Finance
Piper Jaffray December 2012 - Present
Silicon Valley Bank October 2011 - December 2012
Skills
Data Analysis, Financial Analysis, Financial Modeling, Research, Corporate Finance, SQL, Capital Markets, Convertible Securities, Valuation, VBA, Capital IQ
Education
Colgate University 2006 — 2010
Bachelor of Arts, Economics
University of California, Berkeley 2010 — 2012
Certificate in Finance, Corporate Finance
Tucker Brockhoff's Piper Jaffray Experience June 2005 - June 2007
Job Owner, Sea Bluff Capital, LLC
Industry Investment Management
Experience
Sea Bluff Capital, LLC May 2008 - Present
Piper Jaffray June 2005 - June 2007
Crosslink Capital May 2000 - August 2004
Robertson Stephens December 1996 - March 2000
Legg Mason July 1995 - November 1996
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Electronic Engineering
Sea Bluff Capital, LLC May 2008 - Present
Piper Jaffray June 2005 - June 2007
Crosslink Capital May 2000 - August 2004
Robertson Stephens December 1996 - March 2000
Legg Mason July 1995 - November 1996
Education
Emory University - Goizueta Business School 1993 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo
BS, Electronic Engineering
Margaret Reid, CFA's Piper Jaffray Experience 2000 - 2003
Job Vice President, Senior Investment Analyst, HighMark Capital
Industry Investment Management
Experience
HighMark Capital Management September 2013 - Present
RCM Capital Management March 2006 - September 2013
Piper Jaffray 2000 - 2003
Skills
Series 7, Equities, Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Investments, Mutual Funds, Series 63, Wealth Management, Equity Research, Asset Allocation, Financial Analysis, Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Investment Management
Education
California State University-Sacramento
International Relations
HighMark Capital Management September 2013 - Present
RCM Capital Management March 2006 - September 2013
Piper Jaffray 2000 - 2003
Skills
Series 7, Equities, Asset Managment, Portfolio Management, Investment Strategies, Bloomberg, Investments, Mutual Funds, Series 63, Wealth Management, Equity Research, Asset Allocation, Financial Analysis, Chartered Financial..., Hedge Funds, Alternative Investments, Asset Management, Investment Management
Education
California State University-Sacramento
International Relations
Thomas Gunderson's Piper Jaffray Experience
Job analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray
Skills
Investment Banking, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
Carleton College
Bachelor of Arts (BA), Biology, General
University of Minnesota-Twin Cities
Master of Science (MS), cell biology
Piper Jaffray
Skills
Investment Banking, Valuation, Equity Research, Financial Modeling, Bloomberg
Education
Carleton College
Bachelor of Arts (BA), Biology, General
University of Minnesota-Twin Cities
Master of Science (MS), cell biology
Tejas Gala's Piper Jaffray Experience January 2014 - August 2014
Job Senior Financial Analyst at Apple
Industry Financial Services
Experience
Apple August 2014 - Present
Piper Jaffray January 2014 - August 2014
Partnership Capital Growth June 2013 - December 2013
BNP Paribas March 2012 - July 2012
BNP Paribas August 2011 - March 2012
Deutsche Bank September 2009 - August 2011
Claremont McKenna College September 2007 - May 2009
Deutsche Bank June 2008 - August 2008
Skills
Derivatives, Equities, Risk Management, Trading, Bloomberg, Financial Modeling, Microsoft Excel, Economics, Financial Analysis, Research, Project Management, Valuation, Financial Risk, Options, Swaps, Hedging, Equity Derivatives, Bloomberg Terminal, Coaching, Finance, Teamwork
Education
Claremont McKenna College 2012 — 2013
Master's degree, Finance, General
Claremont McKenna College 2005 — 2009
BA, Economics and Math, Cum Laude
Arcadia High School 2001 — 2005
High School/Secondary Certificate Programs
Apple August 2014 - Present
Piper Jaffray January 2014 - August 2014
Partnership Capital Growth June 2013 - December 2013
BNP Paribas March 2012 - July 2012
BNP Paribas August 2011 - March 2012
Deutsche Bank September 2009 - August 2011
Claremont McKenna College September 2007 - May 2009
Deutsche Bank June 2008 - August 2008
Skills
Derivatives, Equities, Risk Management, Trading, Bloomberg, Financial Modeling, Microsoft Excel, Economics, Financial Analysis, Research, Project Management, Valuation, Financial Risk, Options, Swaps, Hedging, Equity Derivatives, Bloomberg Terminal, Coaching, Finance, Teamwork
Education
Claremont McKenna College 2012 — 2013
Master's degree, Finance, General
Claremont McKenna College 2005 — 2009
BA, Economics and Math, Cum Laude
Arcadia High School 2001 — 2005
High School/Secondary Certificate Programs
Kevin Wagner's Piper Jaffray Experience June 2007 - September 2009
Job Vice President, Strategic Planning & Analysis at Irvine Company
Industry Commercial Real Estate
Experience
Irvine Company July 2015 - Present
Irvine Company July 2013 - June 2015
Vintage Senior Living December 2010 - June 2013
Piper Jaffray June 2007 - September 2009
Skills
Financial Modeling, Finance, Valuation, Business Intelligence, Strategy, Budgets, Investment Banking, Forecasting, Analysis, Strategic Financial..., Underwriting, Operational Improvement
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - Finance & Accounting (Cum Laude)
Irvine Company July 2015 - Present
Irvine Company July 2013 - June 2015
Vintage Senior Living December 2010 - June 2013
Piper Jaffray June 2007 - September 2009
Skills
Financial Modeling, Finance, Valuation, Business Intelligence, Strategy, Budgets, Investment Banking, Forecasting, Analysis, Strategic Financial..., Underwriting, Operational Improvement
Education
California Polytechnic State University-San Luis Obispo 2003 — 2007
BS, Business Administration - Finance & Accounting (Cum Laude)
Rod Dolan's Piper Jaffray Experience December 1994 - August 2008
Job COO & CFO at Kaye Scholer LLP
Industry Legal Services
Experience
Kaye Scholer LLP June 2011 - Present
Dorsey & Whitney LLP August 2008 - May 2011
Piper Jaffray December 1994 - August 2008
Skills
Mergers & Acquisitions, Mergers, Management, Leadership, Strategic Planning, Business Planning, Managerial Finance, Finance, Investments, Venture Capital, Recruiting, Financial Modeling
Education
Brown University 1970 — 1974
AB, Economics
Oregon State University 1974 — 1976
MA, Natural Resources Economics
Kaye Scholer LLP June 2011 - Present
Dorsey & Whitney LLP August 2008 - May 2011
Piper Jaffray December 1994 - August 2008
Skills
Mergers & Acquisitions, Mergers, Management, Leadership, Strategic Planning, Business Planning, Managerial Finance, Finance, Investments, Venture Capital, Recruiting, Financial Modeling
Education
Brown University 1970 — 1974
AB, Economics
Oregon State University 1974 — 1976
MA, Natural Resources Economics
Clint Morrison's Piper Jaffray Experience May 2002 - September 2004
Job director at Laser Design, Inc.
Industry Investment Management
Experience
Laser Design, Inc. 2010 - Present
Home May 2009 - Present
The Family Partnership (Formerly Family and Children's Service) 2009 - Present
National Initiative for Consumers of Energy 2009 - Present
Minneapolis College of Art and Design 1994 - Present
Feltl and Company September 2004 - May 2009
Piper Jaffray May 2002 - September 2004
MJSK 1990 - May 2002
RBC 1985 - 1990
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA, Finance
Claremont McKenna College 1973 — 1977
BA, Economics
The Blake School
Laser Design, Inc. 2010 - Present
Home May 2009 - Present
The Family Partnership (Formerly Family and Children's Service) 2009 - Present
National Initiative for Consumers of Energy 2009 - Present
Minneapolis College of Art and Design 1994 - Present
Feltl and Company September 2004 - May 2009
Piper Jaffray May 2002 - September 2004
MJSK 1990 - May 2002
RBC 1985 - 1990
Education
University of Minnesota - Carlson School of Management 1980 — 1981
MBA, Finance
Claremont McKenna College 1973 — 1977
BA, Economics
The Blake School
Carolyn Oliner's Piper Jaffray Experience June 2015 - Present
Job Supervisory Analyst and Options Principal
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
J.P. Morgan March 2015 - May 2015
Citi September 2013 - February 2015
J.P. Morgan May 2013 - August 2013
Dahlman Rose & Co. July 2012 - March 2013
BofA Merrill Lynch Global Research April 2004 - March 2012
Neuberger Berman April 1999 - March 2004
Skills
Series 4, 7, 16, 24,...
Education
Brown University 1978 — 1982
B.A., European History
Piper Jaffray June 2015 - Present
J.P. Morgan March 2015 - May 2015
Citi September 2013 - February 2015
J.P. Morgan May 2013 - August 2013
Dahlman Rose & Co. July 2012 - March 2013
BofA Merrill Lynch Global Research April 2004 - March 2012
Neuberger Berman April 1999 - March 2004
Skills
Series 4, 7, 16, 24,...
Education
Brown University 1978 — 1982
B.A., European History
Jonathan Kwok's Piper Jaffray Experience 2009 - 2010
Job Technology Investment Banking
Industry Investment Banking
Experience
Deutsche Bank Securities 2010 - 2014
Piper Jaffray 2009 - 2010
Piper Jaffray 2006 - 2007
Piper Jaffray 2004 - 2006
Skills
Investment Banking, Strategic Advisory, Mentoring, Financial Analysis, Financial Modeling, Mergers, Due Diligence, Greater China, Emerging Markets, Strategy, Hedge Funds, Valuation, Financial Services, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Development
Education
Columbia University - Columbia Business School
MBA
Carnegie Mellon University
B.S.
Henry M. Gunn High School
Deutsche Bank Securities 2010 - 2014
Piper Jaffray 2009 - 2010
Piper Jaffray 2006 - 2007
Piper Jaffray 2004 - 2006
Skills
Investment Banking, Strategic Advisory, Mentoring, Financial Analysis, Financial Modeling, Mergers, Due Diligence, Greater China, Emerging Markets, Strategy, Hedge Funds, Valuation, Financial Services, Private Equity, Venture Capital, Mergers & Acquisitions, Corporate Development
Education
Columbia University - Columbia Business School
MBA
Carnegie Mellon University
B.S.
Henry M. Gunn High School
Alexander Clemente Brown's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Isenberg School of Management, UMass Amherst January 2015 - May 2015
Minutemen Fixed Income Fund December 2014 - May 2015
Isenberg School of Management, UMass Amherst September 2014 - May 2015
Isenberg School of Management, UMass Amherst August 2013 - May 2015
Minutemen Fixed Income Fund December 2013 - December 2014
UMass Finance Society November 2013 - December 2014
University of Massachusetts Amherst August 2012 - December 2014
Piper Jaffray May 2014 - August 2014
Liberty Mutual Insurance June 2013 - August 2013
Skills
Finance, Leadership, Microsoft Excel, Data Analysis, Social Media, Motivation, Teamwork, Financial Modeling, Research, Microsoft Office, PowerPoint, Microsoft Word, Access, Time Management, Public Speaking, Management, Minitab, Customer Service, Public Relations, Accounting, Excel Marco (VBA), Essbase, Commercial Insurance, Event Planning, Process Improvement, Trade Operations, Crisis Management, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.)- Isenberg School of Management, Finance
Boston Latin School 2005 — 2011
Piper Jaffray June 2015 - Present
Isenberg School of Management, UMass Amherst January 2015 - May 2015
Minutemen Fixed Income Fund December 2014 - May 2015
Isenberg School of Management, UMass Amherst September 2014 - May 2015
Isenberg School of Management, UMass Amherst August 2013 - May 2015
Minutemen Fixed Income Fund December 2013 - December 2014
UMass Finance Society November 2013 - December 2014
University of Massachusetts Amherst August 2012 - December 2014
Piper Jaffray May 2014 - August 2014
Liberty Mutual Insurance June 2013 - August 2013
Skills
Finance, Leadership, Microsoft Excel, Data Analysis, Social Media, Motivation, Teamwork, Financial Modeling, Research, Microsoft Office, PowerPoint, Microsoft Word, Access, Time Management, Public Speaking, Management, Minitab, Customer Service, Public Relations, Accounting, Excel Marco (VBA), Essbase, Commercial Insurance, Event Planning, Process Improvement, Trade Operations, Crisis Management, Bloomberg
Education
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (B.B.A.)- Isenberg School of Management, Finance
Boston Latin School 2005 — 2011
Ken Cramer's Piper Jaffray Experience July 2013 - Present
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Seattle Northwest Securities Corp July 2013 - Present
Piper Jaffray July 2013 - Present
Raymond James & Associates December 2010 - March 2012
Zions Bank June 1997 - June 2000
Skills
Investment Banking, Trading, Bloomberg, Investments, Project Finance, Financial Analysis, Public Accounting/Tax..., Fixed Income, Financial Reporting, Asset Management, Bonds, Capital Markets, Equities, Financial Modeling, Series 7, Due Diligence, Securities
Education
University of Utah - David Eccles School of Business 1996 — 1997
Master of Business Administration (MBA), Management of Technology/Marketing
Brigham Young University 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting
Seattle Northwest Securities Corp July 2013 - Present
Piper Jaffray July 2013 - Present
Raymond James & Associates December 2010 - March 2012
Zions Bank June 1997 - June 2000
Skills
Investment Banking, Trading, Bloomberg, Investments, Project Finance, Financial Analysis, Public Accounting/Tax..., Fixed Income, Financial Reporting, Asset Management, Bonds, Capital Markets, Equities, Financial Modeling, Series 7, Due Diligence, Securities
Education
University of Utah - David Eccles School of Business 1996 — 1997
Master of Business Administration (MBA), Management of Technology/Marketing
Brigham Young University 1984 — 1989
Bachelor of Applied Science (B.A.Sc.), Accounting
Collin Rowe's Piper Jaffray Experience July 2006 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Piper Jaffray July 2006 - December 2008
Education
Coastal Carolina University 1997 — 2002
BS, Finance, Marketing
Piper Jaffray July 2006 - December 2008
Education
Coastal Carolina University 1997 — 2002
BS, Finance, Marketing
Brian Singerle, AAMS®,CFS's Piper Jaffray Experience 2006 - 2006
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
Jackson National Life Distributors LLC April 2010 - Present
Jackson National Life Distributors LLC September 2009 - April 2010
Jackson National Life Distributors, LLC February 2007 - September 2009
Piper Jaffray 2006 - 2006
Skills
Accredited Asset..., Seminar Systems Unit..., Securities Distribution, Certified Fund..., Securities, Alternative Investments..., Wealth Management..., Alternative Investments, Series 7, Certified Fund, Bonds, Series 63, Structured Products, Variable Annuities, Fixed Annuities
Education
CAIA Association 2015 — 2015
Alternative Investments Certificate
Institute of Business and Finance 2011 — 2011
CFS, Certified Fund Specialist, Modern Portfolio Theory, Alternative Investments, Risk Measurement
College for Financial Planning 2010 — 2011
AAMS®, Accredited Asset Management Specialist Professional Designation
Griffith University, Australia-International Business 2003 — 2004
Australearn International Business Program, International Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Operations Management, Finance, Accounting, Management, Marketing
Jackson National Life Distributors LLC April 2010 - Present
Jackson National Life Distributors LLC September 2009 - April 2010
Jackson National Life Distributors, LLC February 2007 - September 2009
Piper Jaffray 2006 - 2006
Skills
Accredited Asset..., Seminar Systems Unit..., Securities Distribution, Certified Fund..., Securities, Alternative Investments..., Wealth Management..., Alternative Investments, Series 7, Certified Fund, Bonds, Series 63, Structured Products, Variable Annuities, Fixed Annuities
Education
CAIA Association 2015 — 2015
Alternative Investments Certificate
Institute of Business and Finance 2011 — 2011
CFS, Certified Fund Specialist, Modern Portfolio Theory, Alternative Investments, Risk Measurement
College for Financial Planning 2010 — 2011
AAMS®, Accredited Asset Management Specialist Professional Designation
Griffith University, Australia-International Business 2003 — 2004
Australearn International Business Program, International Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Operations Management, Finance, Accounting, Management, Marketing
Sue Watkins's Piper Jaffray Experience March 1998 - February 1999
Job Consultant at ThirtyOne Gifts
Industry Events Services
Experience
Thirty-One Gifts December 2012 - Present
Watkins Household November 2006 - Present
RPM International Inc. November 2002 - November 2006
The John Buck Company April 2001 - September 2002
US Bancorp Piper Jaffray - Chicago March 1999 - February 2001
Piper Jaffray March 1998 - February 1999
Skills
Social Media, Event Planning, Customer Service, Team Building, Microsoft Office, Strategic Planning, Microsoft Excel, Social Media Marketing, PowerPoint, Microsoft Word, Personnel Supervision
Education
Cleveland State University 2013 — 2017
Bachelor’s Degree, Accounting, Junior
Thirty-One Gifts December 2012 - Present
Watkins Household November 2006 - Present
RPM International Inc. November 2002 - November 2006
The John Buck Company April 2001 - September 2002
US Bancorp Piper Jaffray - Chicago March 1999 - February 2001
Piper Jaffray March 1998 - February 1999
Skills
Social Media, Event Planning, Customer Service, Team Building, Microsoft Office, Strategic Planning, Microsoft Excel, Social Media Marketing, PowerPoint, Microsoft Word, Personnel Supervision
Education
Cleveland State University 2013 — 2017
Bachelor’s Degree, Accounting, Junior
Craig Sapuppo's Piper Jaffray Experience June 2002 - March 2007
Job Managing Director, Raymond James
Industry Financial Services
Experience
Raymond James March 2007 - Present
Piper Jaffray June 2002 - March 2007
ING October 1999 - March 2002
KeyBanc Capital Markets March 1997 - October 1999
Prudential Financial April 1995 - October 1996
ADP June 1994 - April 1995
Skills
Equities, Equity Research, Hedge Funds
Education
Bryant University 1990 — 1994
BS, Marketing
Raymond James March 2007 - Present
Piper Jaffray June 2002 - March 2007
ING October 1999 - March 2002
KeyBanc Capital Markets March 1997 - October 1999
Prudential Financial April 1995 - October 1996
ADP June 1994 - April 1995
Skills
Equities, Equity Research, Hedge Funds
Education
Bryant University 1990 — 1994
BS, Marketing
Paul Blomgren's Piper Jaffray Experience 1994 - 1998
Job Client Portfolio Manager at a private asset management firm
Industry Financial Services
Experience
Private asset management firm based in Chicago August 2012 - Present
Wells Fargo Securities - Fixed Income Sales & Trading 2007 - September 2012
Wells Fargo October 2007 - August 2012
Stifel Nicolaus 2004 - 2007
American Express 1998 - 2004
American Express 1998 - 2004
American Express 1998 - 2004
Piper Jaffray 1994 - 1998
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Series 63, Portfolio Management, Trading, Securities, Capital Markets, Investments, Asset Managment, Derivatives
Education
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Private asset management firm based in Chicago August 2012 - Present
Wells Fargo Securities - Fixed Income Sales & Trading 2007 - September 2012
Wells Fargo October 2007 - August 2012
Stifel Nicolaus 2004 - 2007
American Express 1998 - 2004
American Express 1998 - 2004
American Express 1998 - 2004
Piper Jaffray 1994 - 1998
Skills
Fixed Income, Series 7, Bonds, Bloomberg, Series 63, Portfolio Management, Trading, Securities, Capital Markets, Investments, Asset Managment, Derivatives
Education
Carleton College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Brooks West's Piper Jaffray Experience April 2011 - Present
Job Senior Research Analyst, Medical Technology at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2011 - Present
Skills
Investor Relations, Competitive Intelligence, Strategy, Emerging Markets, Biotechnology, Lifesciences, Life Sciences, Cross-functional Team..., Healthcare, Product Development, Market Development, Product Launch, Commercialization, Start-ups
Education
Boston University 1989 — 1993
Bachelor of Science (BS)
Piper Jaffray April 2011 - Present
Skills
Investor Relations, Competitive Intelligence, Strategy, Emerging Markets, Biotechnology, Lifesciences, Life Sciences, Cross-functional Team..., Healthcare, Product Development, Market Development, Product Launch, Commercialization, Start-ups
Education
Boston University 1989 — 1993
Bachelor of Science (BS)
Andrew Stager's Piper Jaffray Experience June 2015 - Present
Job Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Sterne Agee February 2013 - June 2015
Stifel Financial Corp. October 2012 - February 2013
Sterne Agee May 2009 - October 2012
Keefe, Bruyette & Woods June 2007 - May 2009
Education
Bowdoin College 2003 — 2007
Economics, Government & Legal Studies
Piper Jaffray June 2015 - Present
Sterne Agee February 2013 - June 2015
Stifel Financial Corp. October 2012 - February 2013
Sterne Agee May 2009 - October 2012
Keefe, Bruyette & Woods June 2007 - May 2009
Education
Bowdoin College 2003 — 2007
Economics, Government & Legal Studies
Ryan Wright, CFA's Piper Jaffray Experience April 2012 - April 2014
Job Full Time MBA Candidate Class of 2016 Tepper School of Business at Carnegie Mellon University
Industry Financial Services
Experience
Piper Jaffray April 2012 - April 2014
Northland Securities February 2010 - March 2012
Skills
Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Financial Analysis, Hedge Funds, Investments, Series 7, Investment Banking, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Securities, Due Diligence, Finance, Corporate Development, IPO
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
University of St. Thomas 2005 — 2009
B.A., Finance
Piper Jaffray April 2012 - April 2014
Northland Securities February 2010 - March 2012
Skills
Equity Research, Financial Modeling, Valuation, Equities, Capital Markets, Financial Analysis, Hedge Funds, Investments, Series 7, Investment Banking, Corporate Finance, Portfolio Management, Fixed Income, Asset Management, Securities, Due Diligence, Finance, Corporate Development, IPO
Education
Carnegie Mellon University - Tepper School of Business 2014 — 2016
University of St. Thomas 2005 — 2009
B.A., Finance
Chad Malvin's Piper Jaffray Experience May 2013 - Present
Job Network Engineer at Piper Jaffray
Industry Telecommunications
Experience
Piper Jaffray May 2013 - Present
CenturyLink March 2012 - May 2013
Qwest Communications April 1999 - March 2012
Skills
MPLS, Telecommunications, VoIP, Cisco Technologies, VPN, Frame Relay, Ethernet, Data Center, IP, Switches, WAN, LAN-WAN, T1
Education
Brown College
Piper Jaffray May 2013 - Present
CenturyLink March 2012 - May 2013
Qwest Communications April 1999 - March 2012
Skills
MPLS, Telecommunications, VoIP, Cisco Technologies, VPN, Frame Relay, Ethernet, Data Center, IP, Switches, WAN, LAN-WAN, T1
Education
Brown College
Brittany Skousen Larsen's Piper Jaffray Experience January 2014 - Present
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2014 - Present
Partnership Capital Growth January 2012 - December 2013
Partnership Capital Growth July 2010 - December 2011
Partnership Capital Growth July 2008 - June 2010
Skills
Mergers, Venture Capital, Financial Modeling, Investments, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Valuation, Start-ups, Business Development, Equities, Financial Analysis, Market Research, Microsoft Excel
Education
Brigham Young University 2004 — 2008
BA, English
Piper Jaffray January 2014 - Present
Partnership Capital Growth January 2012 - December 2013
Partnership Capital Growth July 2010 - December 2011
Partnership Capital Growth July 2008 - June 2010
Skills
Mergers, Venture Capital, Financial Modeling, Investments, Private Equity, Mergers & Acquisitions, Due Diligence, Corporate Development, Valuation, Start-ups, Business Development, Equities, Financial Analysis, Market Research, Microsoft Excel
Education
Brigham Young University 2004 — 2008
BA, English
Gregory Silva's Piper Jaffray Experience July 2011 - June 2013
Job MBA Candidate at The Wharton School, University of Pennsylvania
Industry Venture Capital & Private Equity
Experience
Scale Venture Partners July 2013 - June 2015
Piper Jaffray July 2011 - June 2013
Bayer HealthCare June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
California Polytechnic State University-San Luis Obispo 2007 — 2010
BS, Business Administration, Finance
University of Technology, Sydney, Australia
Scale Venture Partners July 2013 - June 2015
Piper Jaffray July 2011 - June 2013
Bayer HealthCare June 2010 - August 2010
Education
University of Pennsylvania - The Wharton School 2015 — 2017
California Polytechnic State University-San Luis Obispo 2007 — 2010
BS, Business Administration, Finance
University of Technology, Sydney, Australia
Peter Semmer's Piper Jaffray Experience July 2011 - December 2012
Job Associate at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group February 2014 - Present
SwapBeats January 2013 - December 2013
Piper Jaffray July 2011 - December 2012
Thrivent Financial June 2010 - October 2010
Ulland Investment Advisors December 2009 - March 2010
Equity Based Services June 2008 - August 2008
Skills
Equities, Equity Research, Portfolio Management, Economics, Business Strategy, Analysis, Financial Modeling, Valuation, Bloomberg, Investment Banking, Investments, Financial Analysis, Due Diligence, Securities, DCF, Data Analysis, Microsoft Excel, Quantitative Analytics, PowerPoint, Stata, Mutual Funds
Education
Carleton College 2007 — 2011
Bachelor of Arts degree, Economics
The Bishops School 2003 — 2007
Bachelor of Arts
UnitedHealth Group February 2014 - Present
SwapBeats January 2013 - December 2013
Piper Jaffray July 2011 - December 2012
Thrivent Financial June 2010 - October 2010
Ulland Investment Advisors December 2009 - March 2010
Equity Based Services June 2008 - August 2008
Skills
Equities, Equity Research, Portfolio Management, Economics, Business Strategy, Analysis, Financial Modeling, Valuation, Bloomberg, Investment Banking, Investments, Financial Analysis, Due Diligence, Securities, DCF, Data Analysis, Microsoft Excel, Quantitative Analytics, PowerPoint, Stata, Mutual Funds
Education
Carleton College 2007 — 2011
Bachelor of Arts degree, Economics
The Bishops School 2003 — 2007
Bachelor of Arts
Stuart Vik's Piper Jaffray Experience July 2008 - June 2010
Job Sr. Analyst, Corporate Development at Thoratec
Industry Medical Devices
Experience
Thoratec May 2011 - Present
Piper Jaffray July 2008 - June 2010
Skills
Financial Modeling
Education
Tecnologico de Monterrey 2010 — 2010
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Biological Sciences
Thoratec May 2011 - Present
Piper Jaffray July 2008 - June 2010
Skills
Financial Modeling
Education
Tecnologico de Monterrey 2010 — 2010
California Polytechnic State University-San Luis Obispo
Bachelor of Science, Biological Sciences
john pisani's Piper Jaffray Experience April 2013 - October 2013
Job
Industry Financial Services
Experience
Patterson Companies, Inc. October 2013 - March 2014
Piper Jaffray April 2013 - October 2013
Cigna January 2013 - April 2013
CompuCom December 2011 - January 2013
Ameriprise Financial Services, Inc. 2012 - 2013
Open Systems International July 2011 - December 2011
Wells Fargo March 2008 - July 2011
Wells Fargo November 2005 - March 2008
Comcast November 2001 - July 2005
AT&T Broadband July 1999 - November 2001
Skills
Cisco Technologies, Firewalls, Switches, VPN, Network Design, Network Security, DNS, Routing, Data Center, Juniper, Routers, Juniper Technologies, IPSec, Checkpoint, Load Balancing, Cisco ASA
Education
Central Connecticut State University 1991 — 1996
Bachelor's Degree, Communications
Central Connecticut State University 1991 — 1996
BS
Patterson Companies, Inc. October 2013 - March 2014
Piper Jaffray April 2013 - October 2013
Cigna January 2013 - April 2013
CompuCom December 2011 - January 2013
Ameriprise Financial Services, Inc. 2012 - 2013
Open Systems International July 2011 - December 2011
Wells Fargo March 2008 - July 2011
Wells Fargo November 2005 - March 2008
Comcast November 2001 - July 2005
AT&T Broadband July 1999 - November 2001
Skills
Cisco Technologies, Firewalls, Switches, VPN, Network Design, Network Security, DNS, Routing, Data Center, Juniper, Routers, Juniper Technologies, IPSec, Checkpoint, Load Balancing, Cisco ASA
Education
Central Connecticut State University 1991 — 1996
Bachelor's Degree, Communications
Central Connecticut State University 1991 — 1996
BS
Ryan Stefan's Piper Jaffray Experience February 2012 - Present
Job Senior Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray February 2012 - Present
Fifth Third Securities April 2003 - February 2012
NatCity Investments October 2000 - March 2003
Skills
Series 7, Alternative Investments, Fixed Income, Investment Banking, Series 63, Series 53, Capital Markets, Investments, FINRA, Asset Managment, Securities, Valuation, Equities, Strategic Financial..., Bonds, Wealth Management
Education
Cleveland State University 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1994 — 1998
BS, Business
Piper Jaffray February 2012 - Present
Fifth Third Securities April 2003 - February 2012
NatCity Investments October 2000 - March 2003
Skills
Series 7, Alternative Investments, Fixed Income, Investment Banking, Series 63, Series 53, Capital Markets, Investments, FINRA, Asset Managment, Securities, Valuation, Equities, Strategic Financial..., Bonds, Wealth Management
Education
Cleveland State University 2003 — 2004
Master of Business Administration (M.B.A.), Finance, General
Fordham University 1994 — 1998
BS, Business
Tom Lifson's Piper Jaffray Experience 2012 - November 2013
Job Fixed Income Sales at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Wells Fargo December 2013 - August 2015
Piper Jaffray 2012 - November 2013
Morgan Stanley March 2005 - January 2012
Education
California State University-Chico 1999 — 2004
BA, History
Jefferies August 2015 - Present
Wells Fargo December 2013 - August 2015
Piper Jaffray 2012 - November 2013
Morgan Stanley March 2005 - January 2012
Education
California State University-Chico 1999 — 2004
BA, History
Janine (Dictor) Hyatt's Piper Jaffray Experience January 2012 - December 2013
Job Business Analyst at Grant Street Group
Industry Information Technology and Services
Experience
Grant Street Group January 2014 - Present
Piper Jaffray January 2012 - December 2013
Piper Jaffray 2006 - December 2012
Skills
Series 7, Financial Modeling, Investment Banking, Investments, Bloomberg, Equities, Financial Analysis, Series 63, Alternative Investments, Fixed Income, Capital Markets, Wealth Management, Equity Research, Strategic Financial..., Asset Management, Start-ups, Retirement Planning, Strategy, Leadership, Business Development
Education
Claremont McKenna College 1998 — 2002
BA, Government
Grant Street Group January 2014 - Present
Piper Jaffray January 2012 - December 2013
Piper Jaffray 2006 - December 2012
Skills
Series 7, Financial Modeling, Investment Banking, Investments, Bloomberg, Equities, Financial Analysis, Series 63, Alternative Investments, Fixed Income, Capital Markets, Wealth Management, Equity Research, Strategic Financial..., Asset Management, Start-ups, Retirement Planning, Strategy, Leadership, Business Development
Education
Claremont McKenna College 1998 — 2002
BA, Government
Chalida Tran's Piper Jaffray Experience June 2006 - January 2012
Job Executive Assistant at PayPal
Industry Financial Services
Experience
PayPal August 2011 - Present
Piper Jaffray June 2006 - January 2012
Credit Suisse First Boston September 2005 - June 2006
Education
Chulalongkorn Mahawitthayalai 1986 — 1990
Bachelors, Finance, Business
PayPal August 2011 - Present
Piper Jaffray June 2006 - January 2012
Credit Suisse First Boston September 2005 - June 2006
Education
Chulalongkorn Mahawitthayalai 1986 — 1990
Bachelors, Finance, Business
Sandra Mao's Piper Jaffray Experience January 2011 - June 2012
Job Director, Regional Supervision, Americas
Industry Financial Services
Experience
Deutsche Bank July 2012 - Present
Piper Jaffray January 2011 - June 2012
Bank of America Merrill Lynch January 2004 - January 2011
Credit Suisse February 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Deutsche Bank July 2012 - Present
Piper Jaffray January 2011 - June 2012
Bank of America Merrill Lynch January 2004 - January 2011
Credit Suisse February 2000 - January 2004
Education
Georgetown University - The McDonough School of Business 1994 — 1996
MBA
Brandeis University 1985 — 1989
Bachelor of Arts, Economics
Edward Kreppein's Piper Jaffray Experience July 2012 - March 2014
Job Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2014 - Present
Piper Jaffray July 2012 - March 2014
United States Marine Corps 1993 - 1998
Skills
Investments
Education
Case Western Reserve University 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Northwestern University 1989 — 1993
Bachelor's Degree, History
Wells Fargo Securities April 2014 - Present
Piper Jaffray July 2012 - March 2014
United States Marine Corps 1993 - 1998
Skills
Investments
Education
Case Western Reserve University 1998 — 2000
Master of Business Administration (M.B.A.), Accounting and Finance
Northwestern University 1989 — 1993
Bachelor's Degree, History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS