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
Lauren Rode Lauren Rode's Piper Jaffray Experience June 2010 - August 2010
Job Attorney at Consumer Action Law Group, PC
Industry Law Practice
Experience
Consumer Action Law Group, PC January 2012 - Present
Hennepin County District Court January 2011 - May 2011
Piper Jaffray June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Pachulski Stang February 2007 - August 2008
Skills
Westlaw, Legal Research, Bankruptcy, Corporate Law, Legal Writing, Litigation, Legal Assistance, Courts, Trials, Commercial Litigation, Intellectual Property, International Law, Legal Issues, Document Review
Education
University of Minnesota Law School 2008 — 2011
Doctor of Law (JD), Business
Cornell University 2003 — 2007
Bachelor of Science (BS), Applied Economics and Management
Consumer Action Law Group, PC January 2012 - Present
Hennepin County District Court January 2011 - May 2011
Piper Jaffray June 2010 - August 2010
United States Attorney's Office June 2009 - August 2009
Pachulski Stang February 2007 - August 2008
Skills
Westlaw, Legal Research, Bankruptcy, Corporate Law, Legal Writing, Litigation, Legal Assistance, Courts, Trials, Commercial Litigation, Intellectual Property, International Law, Legal Issues, Document Review
Education
University of Minnesota Law School 2008 — 2011
Doctor of Law (JD), Business
Cornell University 2003 — 2007
Bachelor of Science (BS), Applied Economics and Management
Blake J. Hansen Blake J. Hansen's Piper Jaffray Experience August 2015 - Present
Job Healthcare Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray August 2015 - Present
Slocum September 2014 - July 2015
Linwood Capital July 2013 - September 2014
Scheels Investment Fund September 2011 - May 2013
Skills
Financial Modeling, Market Research, Microsoft Excel, Valuation
Education
Concordia College 2009 — 2013
Bachelor of Arts, Economics, Business Marketing
Piper Jaffray August 2015 - Present
Slocum September 2014 - July 2015
Linwood Capital July 2013 - September 2014
Scheels Investment Fund September 2011 - May 2013
Skills
Financial Modeling, Market Research, Microsoft Excel, Valuation
Education
Concordia College 2009 — 2013
Bachelor of Arts, Economics, Business Marketing
Francis Nzeuton Francis Nzeuton's Piper Jaffray Experience May 1999 - December 2001
Job Head of Finance North America Expansion at Amazon
Industry Retail
Experience
Amazon February 2014 - Present
Amazon December 2012 - February 2014
Advance Auto Parts March 2010 - December 2012
Advance Auto Parts April 2008 - March 2010
Best Buy February 2007 - April 2008
Best Buy July 2004 - January 2007
Best Buy August 2002 - June 2004
Piper Jaffray May 1999 - December 2001
Skills
Financial Modeling, Business Analytics, Strategic Planning, Decision Support, Operations Management, Business Process Design, Business Process..., Operations Improvement, Competitive Analysis, Strategy, Performance Management, Cross-functional Team..., Forecasting, Analysis, Business Analysis, Financial Analysis
Education
Thunderbird School of Global Management 1998 — 2000
MBA in International Management, Finance
Concord University 1995 — 1997
BS, Mathematics, Statistics, Business Administration
Amazon February 2014 - Present
Amazon December 2012 - February 2014
Advance Auto Parts March 2010 - December 2012
Advance Auto Parts April 2008 - March 2010
Best Buy February 2007 - April 2008
Best Buy July 2004 - January 2007
Best Buy August 2002 - June 2004
Piper Jaffray May 1999 - December 2001
Skills
Financial Modeling, Business Analytics, Strategic Planning, Decision Support, Operations Management, Business Process Design, Business Process..., Operations Improvement, Competitive Analysis, Strategy, Performance Management, Cross-functional Team..., Forecasting, Analysis, Business Analysis, Financial Analysis
Education
Thunderbird School of Global Management 1998 — 2000
MBA in International Management, Finance
Concord University 1995 — 1997
BS, Mathematics, Statistics, Business Administration
Jennifer Lunde Jennifer Lunde's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Enlight Research September 2013 - May 2015
INTL FCStone Inc. May 2014 - August 2014
Gymnastics and Cheerleading Academy of CT November 2009 - August 2011
Westport/Weston Family Y Board of Directors September 2009 - June 2011
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Major in Environmental Science, Certificate in Markets & Management Studies
Staples High School 2007 — 2011
Piper Jaffray June 2015 - Present
Enlight Research September 2013 - May 2015
INTL FCStone Inc. May 2014 - August 2014
Gymnastics and Cheerleading Academy of CT November 2009 - August 2011
Westport/Weston Family Y Board of Directors September 2009 - June 2011
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Major in Environmental Science, Certificate in Markets & Management Studies
Staples High School 2007 — 2011
Lisa Wise Lisa Wise's Piper Jaffray Experience February 2006 - June 2011
Job Client Strategy Leader at PwC
Industry Marketing and Advertising
Experience
PwC October 2013 - Present
PwC June 2011 - October 2013
Piper Jaffray February 2006 - June 2011
Banner Engineering June 2003 - February 2006
Skills
Event Planning, Sales Support, Marketing Strategy, Event Execution, Event Management, Business Development, Client Relationship..., Project Management, Sales Operations, Leadership, Accounting, Marketing, Strategy, Management, Program Management, Customer Service, Cross-functional Team..., Microsoft Excel, CRM
Education
Concordia University-St. Paul
BA, Marketing/Marketing Management
PwC October 2013 - Present
PwC June 2011 - October 2013
Piper Jaffray February 2006 - June 2011
Banner Engineering June 2003 - February 2006
Skills
Event Planning, Sales Support, Marketing Strategy, Event Execution, Event Management, Business Development, Client Relationship..., Project Management, Sales Operations, Leadership, Accounting, Marketing, Strategy, Management, Program Management, Customer Service, Cross-functional Team..., Microsoft Excel, CRM
Education
Concordia University-St. Paul
BA, Marketing/Marketing Management
Sagar Rathie Sagar Rathie's Piper Jaffray Experience June 2013 - Present
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2013 - Present
The Kenan-Flagler Private Equity Fund December 2011 - May 2013
Edgeview Partners May 2012 - August 2012
GlaxoSmithKline December 2010 - July 2011
GlaxoSmithKline July 2010 - December 2010
GlaxoSmithKline July 2009 - July 2010
GlaxoSmithKline July 2008 - July 2009
Tissue Engineering Systems Laboratory (TESLa) – UNC Dept. of Biomedical Engineering January 2007 - May 2008
Department of Abdominal Transplant Surgery – UNC School of Medicine January 2006 - May 2008
GlaxoSmithKline May 2007 - December 2007
Skills
Investment Banking, Enterprise Valuation, Financial Modeling, Strategy Development, Pharmaceuticals, Leadership, Risk Management, Six Sigma, Strategic Sourcing, Capital IQ, Corporate Advisory, Private Equity, Strategy, R&D, Business Strategy, Entrepreneurship, Due Diligence, Pharmaceutical Industry, Procurement, Venture Capital, Product Development, Mergers & Acquisitions, Business Process..., Strategic Planning, Start-ups, Business Development, Data Analysis, Analysis, Financial Analysis, Management, Corporate Finance, Cross-functional Team..., Operations Management, Finance, Negotiation, Medical Devices, Valuation, Competitive Analysis, Management Consulting, Analytics, Market Analysis, Market Research, Strategic Consulting, Forecasting, Portfolio Management, Business Planning, Manufacturing, Consulting, Business Analysis, Sourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Duke University 2010 — 2012
MS, Engineering Management / Concentration in Supply Chain and Biotechnology
University of North Carolina at Chapel Hill 2004 — 2008
BS, Biomedical Engineering
Piper Jaffray June 2013 - Present
The Kenan-Flagler Private Equity Fund December 2011 - May 2013
Edgeview Partners May 2012 - August 2012
GlaxoSmithKline December 2010 - July 2011
GlaxoSmithKline July 2010 - December 2010
GlaxoSmithKline July 2009 - July 2010
GlaxoSmithKline July 2008 - July 2009
Tissue Engineering Systems Laboratory (TESLa) – UNC Dept. of Biomedical Engineering January 2007 - May 2008
Department of Abdominal Transplant Surgery – UNC School of Medicine January 2006 - May 2008
GlaxoSmithKline May 2007 - December 2007
Skills
Investment Banking, Enterprise Valuation, Financial Modeling, Strategy Development, Pharmaceuticals, Leadership, Risk Management, Six Sigma, Strategic Sourcing, Capital IQ, Corporate Advisory, Private Equity, Strategy, R&D, Business Strategy, Entrepreneurship, Due Diligence, Pharmaceutical Industry, Procurement, Venture Capital, Product Development, Mergers & Acquisitions, Business Process..., Strategic Planning, Start-ups, Business Development, Data Analysis, Analysis, Financial Analysis, Management, Corporate Finance, Cross-functional Team..., Operations Management, Finance, Negotiation, Medical Devices, Valuation, Competitive Analysis, Management Consulting, Analytics, Market Analysis, Market Research, Strategic Consulting, Forecasting, Portfolio Management, Business Planning, Manufacturing, Consulting, Business Analysis, Sourcing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Duke University 2010 — 2012
MS, Engineering Management / Concentration in Supply Chain and Biotechnology
University of North Carolina at Chapel Hill 2004 — 2008
BS, Biomedical Engineering
Shelly Grogg Shelly Grogg's Piper Jaffray Experience 1996 - 1998
Job Senior Director, Corporate Contributions and Partnerships at Cargill
Industry Food Production
Experience
Cargill 1998 - Present
Piper Jaffray 1996 - 1998
Governor's Office - State of MN 1992 - 1996
Education
Drake University 1987 — 1991
Bachelor's degree, Journalism and Political Science
Cargill 1998 - Present
Piper Jaffray 1996 - 1998
Governor's Office - State of MN 1992 - 1996
Education
Drake University 1987 — 1991
Bachelor's degree, Journalism and Political Science
Rodney J. Clark Rodney J. Clark's Piper Jaffray Experience March 2005 - February 2008
Job Aspect Consumer Partners / Maher Advisors
Industry Investment Banking
Experience
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Aspect Consumer Partners / Maher Advisors 2013 - Present
Mammography Reporting System 2004 - Present
Canaccord Genuity Inc. January 2011 - June 2013
Presidio Financial Partners 2008 - 2011
Piper Jaffray March 2005 - February 2008
Lehman Brothers 2003 - 2005
Thomas Weisel Partners 2000 - 2003
Montgomery Securities March 1996 - 1999
Skills
Natural & Organic, Consumer Products, Retail, Food & Beverage, Sporting Goods, Ingredients, Nutrition, Supplements, Footwear, Apparel, Investment Banking, M&A experience, Equities, Private Placements, Private Equity, Banking, Mergers, Business Strategy, E-commerce, Fundraising, Forecasting, Financial Analysis, Hospitality, Negotiation, Contract Negotiation, New Business Development, Strategic Planning, Tax, Underwriting, Mergers & Acquisitions, Corporate Development, Valuation, Venture Capital, Due Diligence, Strategy, Corporate Finance, Financial Modeling, Management Consulting, Financial Structuring, IPO, Divestitures, Business Valuation
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance and Accounting
University of Washington 1985 — 1989
BA, Business Administration
Andrew Bye Andrew Bye's Piper Jaffray Experience June 2006 - December 2008
Job Senior Manager, Corporate Development at Akamai Technologies
Industry Internet
Experience
Akamai Technologies July 2014 - Present
SLI Inc. August 2013 - April 2014
Bain & Company September 2011 - August 2013
Constitution Medical Inc May 2010 - June 2010
Housatonic Partners April 2009 - August 2009
Piper Jaffray June 2006 - December 2008
University Shipping March 2003 - June 2006
Starent Networks 2003 - 2005
Starent Networks 2003 - 2005
Skills
Financial Analysis, Mergers, Financial Modeling, Valuation, Investment Banking, Equities, Private Equity, Business Strategy, Competitive Analysis, Investments, Entrepreneurship, Hedge Funds, Management Consulting, Strategy, Due Diligence, Analysis, Mergers & Acquisitions, Corporate Development, Start-ups, Finance, Venture Capital, Corporate Finance
Education
Harvard Business School 2009 — 2011
M.B.A.
Duke University 2002 — 2006
B.A., Economics
Akamai Technologies July 2014 - Present
SLI Inc. August 2013 - April 2014
Bain & Company September 2011 - August 2013
Constitution Medical Inc May 2010 - June 2010
Housatonic Partners April 2009 - August 2009
Piper Jaffray June 2006 - December 2008
University Shipping March 2003 - June 2006
Starent Networks 2003 - 2005
Starent Networks 2003 - 2005
Skills
Financial Analysis, Mergers, Financial Modeling, Valuation, Investment Banking, Equities, Private Equity, Business Strategy, Competitive Analysis, Investments, Entrepreneurship, Hedge Funds, Management Consulting, Strategy, Due Diligence, Analysis, Mergers & Acquisitions, Corporate Development, Start-ups, Finance, Venture Capital, Corporate Finance
Education
Harvard Business School 2009 — 2011
M.B.A.
Duke University 2002 — 2006
B.A., Economics
Nicole Frethem Nicole Frethem's Piper Jaffray Experience August 2006 - November 2008
Job Policy Specialist, MN DHS
Industry Public Policy
Experience
Minnesota Department of Human Services November 2013 - Present
Child Care WORKS May 2012 - December 2013
Lexington Kids Christian Child Care April 2011 - October 2013
John Lesch Campaign 2013 - 2013
Rasmussen College Online October 2009 - March 2012
Resources for Child Care October 2010 - April 2011
Lexington Kids Christian Childcare November 2008 - October 2010
Youth Performance Company October 2005 - February 2009
Lifetime Fitness Childcare Center September 2007 - January 2009
Piper Jaffray August 2006 - November 2008
Skills
Curriculum Design, Social Media, Microsoft Word, Staff Development, E-Learning, Microsoft Office, Classroom, Early Childhood..., Time Management, Teacher Training, Lesson Planning, Curriculum Development, Public Speaking, Training, Program Development, Teaching
Education
University of St. Thomas 2013 — 2015
Post-baccalaureate certificate, Public policy and Leadership
Concordia University-St. Paul 2007 — 2009
MAEd, Early Childhood Education
Hamline University 2001 — 2005
Bachelor's degree, Theatre/Theater, education, psychology
Minnesota Department of Human Services November 2013 - Present
Child Care WORKS May 2012 - December 2013
Lexington Kids Christian Child Care April 2011 - October 2013
John Lesch Campaign 2013 - 2013
Rasmussen College Online October 2009 - March 2012
Resources for Child Care October 2010 - April 2011
Lexington Kids Christian Childcare November 2008 - October 2010
Youth Performance Company October 2005 - February 2009
Lifetime Fitness Childcare Center September 2007 - January 2009
Piper Jaffray August 2006 - November 2008
Skills
Curriculum Design, Social Media, Microsoft Word, Staff Development, E-Learning, Microsoft Office, Classroom, Early Childhood..., Time Management, Teacher Training, Lesson Planning, Curriculum Development, Public Speaking, Training, Program Development, Teaching
Education
University of St. Thomas 2013 — 2015
Post-baccalaureate certificate, Public policy and Leadership
Concordia University-St. Paul 2007 — 2009
MAEd, Early Childhood Education
Hamline University 2001 — 2005
Bachelor's degree, Theatre/Theater, education, psychology
Murray Huneke Murray Huneke's Piper Jaffray Experience 2002 - 2012
Job Managing Director at Stifel Nicolaus Weisel
Industry Investment Banking
Experience
Stifel Nicolaus Weisel 2012 - Present
Piper Jaffray 2002 - 2012
Montgomery Securities/ Banc of America Securities 1993 - 2001
Skills
Mergers, Venture Capital, Private Equity, Investment Banking, Equities, Capital Markets, Management
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Economics
Deerfield Academy
Stifel Nicolaus Weisel 2012 - Present
Piper Jaffray 2002 - 2012
Montgomery Securities/ Banc of America Securities 1993 - 2001
Skills
Mergers, Venture Capital, Private Equity, Investment Banking, Equities, Capital Markets, Management
Education
Harvard Business School
Master of Business Administration (MBA)
Stanford University
Economics
Deerfield Academy
Paul Dwyer, CFA Paul Dwyer, CFA's Piper Jaffray Experience August 2008 - August 2009
Job Research Analyst at Blue Clay Capital
Industry Investment Management
Experience
Blue Clay Capital September 2013 - Present
Gevo, Inc September 2009 - September 2013
Piper Jaffray August 2008 - August 2009
Piper Jaffray July 2006 - August 2008
Skills
Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, New Business Development, Corporate Finance, Investments, Strategy, Investment Banking, Joint Ventures, Strategic Partnerships, Equities, Renewable Energy
Education
Creighton University 2002 — 2006
BSBA, Finance and Accounting
Blue Clay Capital September 2013 - Present
Gevo, Inc September 2009 - September 2013
Piper Jaffray August 2008 - August 2009
Piper Jaffray July 2006 - August 2008
Skills
Due Diligence, Financial Modeling, Mergers & Acquisitions, Financial Analysis, Valuation, New Business Development, Corporate Finance, Investments, Strategy, Investment Banking, Joint Ventures, Strategic Partnerships, Equities, Renewable Energy
Education
Creighton University 2002 — 2006
BSBA, Finance and Accounting
Paul Jevnick Paul Jevnick's Piper Jaffray Experience 1996 - 2004
Job Partner, Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher April 2004 - Present
Piper Jaffray 1996 - 2004
Faegre & Benson LLP 1994 - 1996
Brobeck, Phleger & Harrison 1992 - 1994
Morrison & Foerster LLP 1991 - 1992
Skills
Investment Banking, Mergers, Private Placements, Entrepreneurship, Private Equity, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Acquisitions, Credit Analysis, Business Strategy, Mergers & Acquisitions, LBO, Business Valuation, Corporate Development, Strategy, Joint Ventures, Management, Alternative Investments, M&A experience, Business Planning, Executive Management, Banking, Start-ups
Education
Cornell Law School 1988 — 1991
J.D.
University of Wisconsin-Madison 1984 — 1988
B.S., Economics with Mathmatics Emphasis
The London School of Economics and Political Science (LSE) 1987 — 1987
International Economics
Greene Holcomb Fisher April 2004 - Present
Piper Jaffray 1996 - 2004
Faegre & Benson LLP 1994 - 1996
Brobeck, Phleger & Harrison 1992 - 1994
Morrison & Foerster LLP 1991 - 1992
Skills
Investment Banking, Mergers, Private Placements, Entrepreneurship, Private Equity, Valuation, Financial Modeling, Financial Analysis, Corporate Finance, Venture Capital, Due Diligence, Restructuring, Acquisitions, Credit Analysis, Business Strategy, Mergers & Acquisitions, LBO, Business Valuation, Corporate Development, Strategy, Joint Ventures, Management, Alternative Investments, M&A experience, Business Planning, Executive Management, Banking, Start-ups
Education
Cornell Law School 1988 — 1991
J.D.
University of Wisconsin-Madison 1984 — 1988
B.S., Economics with Mathmatics Emphasis
The London School of Economics and Political Science (LSE) 1987 — 1987
International Economics
Janet Lau Janet Lau's Piper Jaffray Experience July 2008 - May 2009
Job Urban Development, Planning + Finance
Industry Architecture & Planning
Experience
Berkman International December 2013 - May 2015
Devex September 2013 - December 2013
Los Angeles Department of Transportation (LADOT) June 2012 - August 2012
Avance pmc February 2011 - June 2011
Avance pmc January 2011 - June 2011
El Ministerio de Educación de España October 2009 - June 2010
Piper Jaffray July 2008 - May 2009
Stifel Nicolaus May 2007 - August 2007
Lehman Brothers August 2005 - July 2006
Skills
Spanish, Microsoft Office, Non-profits, Research, Writing, Public Policy, English, International..., Urban Planning, GIS, Environmental Policy, Community Outreach, Nonprofits, Qualitative Research, Policy, Policy Analysis, Project Planning, Sustainability, Sustainable Development, Project Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2015
Tufts University 2011 — 2013
M.A., Urban and Environmental Planning and Policy
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and International Business
Egg Harbor Township High School 2000 — 2004
High School Diploma
MIT
City/Urban, Community and Regional Planning
Berkman International December 2013 - May 2015
Devex September 2013 - December 2013
Los Angeles Department of Transportation (LADOT) June 2012 - August 2012
Avance pmc February 2011 - June 2011
Avance pmc January 2011 - June 2011
El Ministerio de Educación de España October 2009 - June 2010
Piper Jaffray July 2008 - May 2009
Stifel Nicolaus May 2007 - August 2007
Lehman Brothers August 2005 - July 2006
Skills
Spanish, Microsoft Office, Non-profits, Research, Writing, Public Policy, English, International..., Urban Planning, GIS, Environmental Policy, Community Outreach, Nonprofits, Qualitative Research, Policy, Policy Analysis, Project Planning, Sustainability, Sustainable Development, Project Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2015 — 2015
Tufts University 2011 — 2013
M.A., Urban and Environmental Planning and Policy
New York University - Leonard N. Stern School of Business 2004 — 2008
B.S., Finance and International Business
Egg Harbor Township High School 2000 — 2004
High School Diploma
MIT
City/Urban, Community and Regional Planning
Mark Reitan Mark Reitan's Piper Jaffray Experience 2000 - 2005
Job Policy and Procedure Product Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
Wells Fargo Advisors April 2012 - April 2014
Wells Fargo Advisors March 2010 - April 2012
Wells Fargo Advisors April 2007 - March 2010
Wells Fargo Advisors June 2005 - April 2007
Piper Jaffray 2000 - 2005
Skills
Customer Service, Management, Financial Services, Operations Management, Business Analysis, Risk Management, IRAs, Operational Risk..., Series 7, Retail Banking, Process Improvement, 401k, Sales Management, Compliance, Banking, Portfolio Management, Equities, Financial Risk, Wealth Preservation..., Investments, Securities, Wealth Management, Program Management, Retirement Planning, Leadership
Education
Concordia College 1981 — 1985
BA, Speech Communication Theatre Arts
Wells Fargo April 2014 - Present
Wells Fargo Advisors April 2012 - April 2014
Wells Fargo Advisors March 2010 - April 2012
Wells Fargo Advisors April 2007 - March 2010
Wells Fargo Advisors June 2005 - April 2007
Piper Jaffray 2000 - 2005
Skills
Customer Service, Management, Financial Services, Operations Management, Business Analysis, Risk Management, IRAs, Operational Risk..., Series 7, Retail Banking, Process Improvement, 401k, Sales Management, Compliance, Banking, Portfolio Management, Equities, Financial Risk, Wealth Preservation..., Investments, Securities, Wealth Management, Program Management, Retirement Planning, Leadership
Education
Concordia College 1981 — 1985
BA, Speech Communication Theatre Arts
Angus Vaughan Angus Vaughan's Piper Jaffray Experience 1995 - 2000
Job Trail Guide at Wilderness Inquiry
Industry Leisure, Travel & Tourism
Experience
Wilderness Inquiry May 2014 - Present
Minnesota VA 2011 - 2014
Northern Environmental Support Trust January 2000 - September 2012
Minnesota Planetarium Society April 2009 - September 2011
Piper Jaffray 1995 - 2000
RBC Capital Markets 1991 - 1995
Wells Fargo 1986 - 1991
Skills
Adventure Travel, Fly Fishing, Outdoor Recreation, Customer Service, Ski Instruction, Event Planning, Trails, Camping, Non-profit..., Digital Photography, Mentoring, Hiking, Environmental Awareness, Ski, Fishing, Environmental Education, Nonprofits, Outdoor Education, Experiential Learning, Community Outreach
Education
University of St. Thomas 2000 — 2001
Non-Profit/Public/Organizational Management
Macalester College 1976 — 1981
Bachelor's Degree, Anthropology and Environmental Studies
Deerfield Academy 1973 — 1976
High School
Wilderness Inquiry May 2014 - Present
Minnesota VA 2011 - 2014
Northern Environmental Support Trust January 2000 - September 2012
Minnesota Planetarium Society April 2009 - September 2011
Piper Jaffray 1995 - 2000
RBC Capital Markets 1991 - 1995
Wells Fargo 1986 - 1991
Skills
Adventure Travel, Fly Fishing, Outdoor Recreation, Customer Service, Ski Instruction, Event Planning, Trails, Camping, Non-profit..., Digital Photography, Mentoring, Hiking, Environmental Awareness, Ski, Fishing, Environmental Education, Nonprofits, Outdoor Education, Experiential Learning, Community Outreach
Education
University of St. Thomas 2000 — 2001
Non-Profit/Public/Organizational Management
Macalester College 1976 — 1981
Bachelor's Degree, Anthropology and Environmental Studies
Deerfield Academy 1973 — 1976
High School
Michael J. Gegen Michael J. Gegen's Piper Jaffray Experience 1994 - 2000
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. May 2014 - Present
RBC Wealth Management November 2000 - May 2014
Piper Jaffray 1994 - 2000
Empire Savings & Loan 1983 - 1985
Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Securities, Retirement, Strategic Financial..., Investments, Series 7, Alternative Investments, Asset Management, 401k, Investment Advisory, Separately Managed..., Series 65, Investment Strategies, Uniform Combined State..., Wealth Management..., Portfolio Management
Education
Colorado State University 1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, General
Pembroke Country Day School 1976 — 1978
Robert W. Baird & Co. May 2014 - Present
RBC Wealth Management November 2000 - May 2014
Piper Jaffray 1994 - 2000
Empire Savings & Loan 1983 - 1985
Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Securities, Retirement, Strategic Financial..., Investments, Series 7, Alternative Investments, Asset Management, 401k, Investment Advisory, Separately Managed..., Series 65, Investment Strategies, Uniform Combined State..., Wealth Management..., Portfolio Management
Education
Colorado State University 1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, General
Pembroke Country Day School 1976 — 1978
Megan Napoli Megan Napoli's Piper Jaffray Experience June 2011 - August 2011
Job Associate Buyer, Women's Swim at Target
Industry Retail
Experience
Target April 2015 - Present
Target January 2013 - Present
Anthropologie May 2010 - December 2012
DePauw Student Government November 2011 - May 2012
Rent The Runway July 2011 - May 2012
Alpha Phi Fraternity, Gamma Chapter February 2011 - February 2012
Alpha Phi Fraternity, Gamma Chapter November 2010 - November 2011
Piper Jaffray June 2011 - August 2011
Lyn Joseph Public Relations August 2010 - December 2010
DePauw Womens Intramural Sports September 2009 - May 2010
Skills
Organization, Problem Solving, Meeting Management, Budgeting, Customer Service, General Administrative..., iPhoto, Sample Management, Microsoft Office, SPSS, Personal Shopping, Cooking
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Educational Programmes Abroad 2010 — 2010
New Trier High School 2004 — 2008
Target April 2015 - Present
Target January 2013 - Present
Anthropologie May 2010 - December 2012
DePauw Student Government November 2011 - May 2012
Rent The Runway July 2011 - May 2012
Alpha Phi Fraternity, Gamma Chapter February 2011 - February 2012
Alpha Phi Fraternity, Gamma Chapter November 2010 - November 2011
Piper Jaffray June 2011 - August 2011
Lyn Joseph Public Relations August 2010 - December 2010
DePauw Womens Intramural Sports September 2009 - May 2010
Skills
Organization, Problem Solving, Meeting Management, Budgeting, Customer Service, General Administrative..., iPhoto, Sample Management, Microsoft Office, SPSS, Personal Shopping, Cooking
Education
DePauw University 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Educational Programmes Abroad 2010 — 2010
New Trier High School 2004 — 2008
Scott Bryan's Piper Jaffray Experience February 2003 - August 2006
Job President, Imagine H2O
Industry Environmental Services
Experience
Imagine H2O January 2010 - Present
RBC Wealth Management August 2006 - December 2009
Piper Jaffray February 2003 - August 2006
Skills
Investments, Venture Capital, Start-ups, Energy, Entrepreneurship, Strategy, Mergers & Acquisitions, Management Consulting, Cleantech, Corporate Development, Business Strategy, Due Diligence, Private Equity, Financial Modeling, Business Development, Renewable Energy, Marketing Strategy, Business Planning, Strategic Planning, Emerging Markets, Valuation, Corporate Finance, Executive Management
Education
Colorado College 1997 — 2001
BA, Economics
Imagine H2O January 2010 - Present
RBC Wealth Management August 2006 - December 2009
Piper Jaffray February 2003 - August 2006
Skills
Investments, Venture Capital, Start-ups, Energy, Entrepreneurship, Strategy, Mergers & Acquisitions, Management Consulting, Cleantech, Corporate Development, Business Strategy, Due Diligence, Private Equity, Financial Modeling, Business Development, Renewable Energy, Marketing Strategy, Business Planning, Strategic Planning, Emerging Markets, Valuation, Corporate Finance, Executive Management
Education
Colorado College 1997 — 2001
BA, Economics
Ajay Kasargod Ajay Kasargod's Piper Jaffray Experience October 2005 - June 2008
Job Vice President, Senior Analyst at Cornerstone Capital Management
Industry Investment Management
Experience
Cornerstone Capital Management March 2011 - Present
Morgan Keegan October 2009 - March 2011
Advance Auto Parts July 2008 - October 2009
Piper Jaffray October 2005 - June 2008
Morgan Keegan October 1999 - September 2005
MOHR Development (now part of ORCL) June 1997 - June 1999
Education
Connecticut College 1993 — 1997
Northfield Mount Hermon 1990 — 1993
High-School
Cornerstone Capital Management March 2011 - Present
Morgan Keegan October 2009 - March 2011
Advance Auto Parts July 2008 - October 2009
Piper Jaffray October 2005 - June 2008
Morgan Keegan October 1999 - September 2005
MOHR Development (now part of ORCL) June 1997 - June 1999
Education
Connecticut College 1993 — 1997
Northfield Mount Hermon 1990 — 1993
High-School
Bob Dana Bob Dana's Piper Jaffray Experience March 2000 - September 2002
Job Partner at Griffin Aviation Capital and Propel International
Industry Financial Services
Experience
Griffin Aviation Capital, LLC June 2014 - Present
Propel International June 2014 - Present
Tripshare, Inc. April 2011 - Present
Global Aviation Holdings February 2014 - April 2014
CoKinetic Systems Corp 2009 - 2010
Virgin America Inc. January 2003 - April 2009
Piper Jaffray March 2000 - September 2002
Credit Suisse First Boston 1995 - 2000
CS First Boston Corporation 1991 - 1994
The First Boston Corporation 1987 - 1991
Skills
Corporate Development, Business Strategy, Entrepreneur, Investment Banking, Negotiation, Capital Markets, Strategic Sourcing, Entrepreneurship, Management, Management Consulting, Strategy, Start-ups, Mergers & Acquisitions, Leadership, Risk Management, Product Management, Capital Raising, Business Development, Investments, Private Equity, Finance, Airlines, Competitive Analysis, Strategic Planning, Executive Management, Venture Capital, Strategic Partnerships, E-commerce, Analytics, Business Planning
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
Griffin Aviation Capital, LLC June 2014 - Present
Propel International June 2014 - Present
Tripshare, Inc. April 2011 - Present
Global Aviation Holdings February 2014 - April 2014
CoKinetic Systems Corp 2009 - 2010
Virgin America Inc. January 2003 - April 2009
Piper Jaffray March 2000 - September 2002
Credit Suisse First Boston 1995 - 2000
CS First Boston Corporation 1991 - 1994
The First Boston Corporation 1987 - 1991
Skills
Corporate Development, Business Strategy, Entrepreneur, Investment Banking, Negotiation, Capital Markets, Strategic Sourcing, Entrepreneurship, Management, Management Consulting, Strategy, Start-ups, Mergers & Acquisitions, Leadership, Risk Management, Product Management, Capital Raising, Business Development, Investments, Private Equity, Finance, Airlines, Competitive Analysis, Strategic Planning, Executive Management, Venture Capital, Strategic Partnerships, E-commerce, Analytics, Business Planning
Education
Columbia University - Columbia Business School
MBA
Yale University
BA
David Westlund David Westlund's Piper Jaffray Experience 1991 - 2003
Job Sales Supervision Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
Ameriprise Financial Services, Inc. February 2014 - Present
Ameriprise Financial Services, Inc. March 2010 - Present
FSC Securities December 2007 - December 2009
ING October 2003 - October 2007
Raymond James Financial Inc. 2003 - 2003
Piper Jaffray 1991 - 2003
U.S. House of Representatives 1996 - 1996
1995 Spring Tour 1995 - 1995
Skills
Series 24, Investments, Finance, FINRA, Series 7, Variable Annuities, Series 63, Retirement, Mutual Funds, Retirement Planning, Wealth Management, Securities, Asset Allocation, Investment Advisory, Insurance
Education
Drake University 1999 — 2000
BA, Political Science
University of Iowa 1993 — 1999
Callanan JR High
Kate (Siyuan) Liu Kate (Siyuan) Liu's Piper Jaffray Experience July 2012 - August 2012
Job M.S. in Financial Engineering, Columbia University
Industry Financial Services
Experience
Goldman Sachs February 2015 - Present
Moody's Analytics October 2014 - December 2014
Credit Suisse June 2014 - August 2014
Frost & Sullivan January 2013 - March 2013
Piper Jaffray July 2012 - August 2012
Northeast Securities February 2012 - June 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - August 2010
Skills
Violin, Stata, Matlab, Economics, VBA, Mandarin, Financial Modeling, Quantitative Analytics, R, LaTeX, Bloomberg, Statistics, Investment Banking, Data Analysis, Time Series Analysis, Investments, Due Diligence, Investment Management, Financial Engineering, Risk Management, Econometrics
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Financial Engineering
Fudan University 2009 — 2013
Bachelor of Economics, Mathematical Economics
University of California, Berkeley 2011 — 2011
Reciprocal Education Abroad Program, Economics, 4.0/4.0
Goldman Sachs February 2015 - Present
Moody's Analytics October 2014 - December 2014
Credit Suisse June 2014 - August 2014
Frost & Sullivan January 2013 - March 2013
Piper Jaffray July 2012 - August 2012
Northeast Securities February 2012 - June 2012
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD July 2010 - August 2010
Skills
Violin, Stata, Matlab, Economics, VBA, Mandarin, Financial Modeling, Quantitative Analytics, R, LaTeX, Bloomberg, Statistics, Investment Banking, Data Analysis, Time Series Analysis, Investments, Due Diligence, Investment Management, Financial Engineering, Risk Management, Econometrics
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (M.S.), Financial Engineering
Fudan University 2009 — 2013
Bachelor of Economics, Mathematical Economics
University of California, Berkeley 2011 — 2011
Reciprocal Education Abroad Program, Economics, 4.0/4.0
Chris Cutts Chris Cutts's Piper Jaffray Experience 2003 - 2005
Job Assistant Director, Sourcing at KGP Logistics
Industry Logistics and Supply Chain
Experience
KGP Logistics 2013 - Present
KGP Logistics 2010 - 2013
KGP Telecommunications 2009 - 2010
KGP Telecommunications 2005 - 2009
Piper Jaffray 2003 - 2005
Skills
Supply Chain Management, Supplier Evaluation, RFP Design, Customer Service, Procurement, Supplier Sourcing, Contract Negotiation, Data Analysis, Global Sourcing, Sourcing, Supplier Quality, Logistics, Telecommunications, RFP Generation, Contract Management, Supplier Negotiation, Marketing, Performance Metrics, Procurement Contracts, Strategic Sourcing, Product Management, Supply Chain Operations, Data Mining, Systems Thinking, Contractual Agreements, Proposal Generation, Business Intelligence, Business Development, Inventory Management, Cross-functional Team..., Analysis, Leadership, Supplier Performance, Supplier Rationalization, Proposal Leadership, Management, Vendor Management, Supply Management, Six Sigma, Pricing, Professional..., Relationship Management, Product Marketing, Supply Chain
Education
Concordia University-St. Paul 2010 — 2012
Master of Business Administration (M.B.A.)
Concordia University-St. Paul 1998 — 2000
Master of Arts (M.A.), Organizational Leadership
Minnesota State University, Mankato 1986 — 1993
Bachelor of Science (B.S.), International Relations and Political Science
KGP Logistics 2013 - Present
KGP Logistics 2010 - 2013
KGP Telecommunications 2009 - 2010
KGP Telecommunications 2005 - 2009
Piper Jaffray 2003 - 2005
Skills
Supply Chain Management, Supplier Evaluation, RFP Design, Customer Service, Procurement, Supplier Sourcing, Contract Negotiation, Data Analysis, Global Sourcing, Sourcing, Supplier Quality, Logistics, Telecommunications, RFP Generation, Contract Management, Supplier Negotiation, Marketing, Performance Metrics, Procurement Contracts, Strategic Sourcing, Product Management, Supply Chain Operations, Data Mining, Systems Thinking, Contractual Agreements, Proposal Generation, Business Intelligence, Business Development, Inventory Management, Cross-functional Team..., Analysis, Leadership, Supplier Performance, Supplier Rationalization, Proposal Leadership, Management, Vendor Management, Supply Management, Six Sigma, Pricing, Professional..., Relationship Management, Product Marketing, Supply Chain
Education
Concordia University-St. Paul 2010 — 2012
Master of Business Administration (M.B.A.)
Concordia University-St. Paul 1998 — 2000
Master of Arts (M.A.), Organizational Leadership
Minnesota State University, Mankato 1986 — 1993
Bachelor of Science (B.S.), International Relations and Political Science
Kimberly Kaul's Piper Jaffray Experience December 1986 - May 1991
Job VP, Brand & Advertising at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2011 - Present
FAF Advisors/First American Funds January 1999 - January 2011
Piper Capital Management May 1991 - January 1999
Piper Jaffray December 1986 - May 1991
Skills
Advertising, Financial Services, Marketing Communications, Strategic Communications, Strategic Planning, Project Management, Marketing, Series 24
Education
St. Cloud State University
Bachelor of Arts, Mass Communications
Cottey College
Associate of Arts (A.A.), Liberal Arts and Sciences
Nuveen Investments January 2011 - Present
FAF Advisors/First American Funds January 1999 - January 2011
Piper Capital Management May 1991 - January 1999
Piper Jaffray December 1986 - May 1991
Skills
Advertising, Financial Services, Marketing Communications, Strategic Communications, Strategic Planning, Project Management, Marketing, Series 24
Education
St. Cloud State University
Bachelor of Arts, Mass Communications
Cottey College
Associate of Arts (A.A.), Liberal Arts and Sciences
Jeremy Gerber Jeremy Gerber's Piper Jaffray Experience June 2011 - Present
Job Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2011 - Present
Jefferies & Company May 2009 - December 2010
Santander Bank, N.A. January 2006 - May 2009
Sovereign Bank June 2005 - December 2005
Telestrat Education 2004 - 2004
Skills
Investments, Fixed Income, Portfolio Management, Financial Modeling, Project Management, Derivatives, Capital Markets, Securities, Equities, Bonds, Investment Banking, Series 7
Education
Drexel University - College of Business and Administration 2000 — 2005
Lebow College of Business, Finance & Marketing
Piper Jaffray June 2011 - Present
Jefferies & Company May 2009 - December 2010
Santander Bank, N.A. January 2006 - May 2009
Sovereign Bank June 2005 - December 2005
Telestrat Education 2004 - 2004
Skills
Investments, Fixed Income, Portfolio Management, Financial Modeling, Project Management, Derivatives, Capital Markets, Securities, Equities, Bonds, Investment Banking, Series 7
Education
Drexel University - College of Business and Administration 2000 — 2005
Lebow College of Business, Finance & Marketing
Helen Cregger Helen Cregger's Piper Jaffray Experience September 2005 - Present
Job Senior Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2005 - Present
Moody's Investors Service 1996 - 2005
Moodys Investor Services 1996 - 2005
US Government Accountability Office 1992 - 1995
Skills
Credit Analysis, Capital Markets, Credit, Fixed Income, Bonds
Education
Columbia University in the City of New York 1990 — 1992
Master's Degree, Public Administration
Northwestern University 1983 — 1987
Bachelor's Degree, Latin American Studies
Kent Denver High School 1980 — 1983
Graland
Piper Jaffray September 2005 - Present
Moody's Investors Service 1996 - 2005
Moodys Investor Services 1996 - 2005
US Government Accountability Office 1992 - 1995
Skills
Credit Analysis, Capital Markets, Credit, Fixed Income, Bonds
Education
Columbia University in the City of New York 1990 — 1992
Master's Degree, Public Administration
Northwestern University 1983 — 1987
Bachelor's Degree, Latin American Studies
Kent Denver High School 1980 — 1983
Graland
Jonathan Heimarck Jonathan Heimarck's Piper Jaffray Experience 1998 - 2003
Job Compliance Officer at Questar Capital
Industry Financial Services
Experience
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Questar Capital June 2014 - Present
Transamerica Retirement Solutions March 2009 - July 2013
Questar Capital Corp September 2008 - March 2009
RBC Capital Markets November 2005 - July 2008
Northland Securities 2003 - 2005
Piper Jaffray 1998 - 2003
FBS Investments 1996 - 1998
CSC Credit Services 1990 - 1996
Education
University of Minnesota Law School 1983 — 1986
Concordia College 1977 — 1982
BA, Political Science
St. Olaf College 1977 — 1978
Moorhead High School 1975 — 1978
High School, Pre-Medicine/Pre-Medical Studies, OK
Anna Thomson Anna Thomson's Piper Jaffray Experience 2000 - 2001
Job ● Connector ● Multiplier ● Collector ●
Industry Marketing and Advertising
Experience
BI Worldwide September 2011 - Present
Keller Williams Integrity Realty October 2010 - January 2015
Macy's December 2001 - October 2010
Piper Jaffray 2000 - 2001
CBL & Associates Properties, Inc. 1999 - 2000
Skills
Marketing, Marketing Strategy, Sales, Marketing Communications, Management, Integrated Marketing, CRM, Advertising, Social Media, Public Relations, Retail, Event Management, Public Speaking, Fashion, Sponsorship, Project Management, Budgets
Education
Drake University 1995 — 1999
Bachelor's, Journalism and Mass Communications: Public Relations, Marketing and Sociology
BI Worldwide September 2011 - Present
Keller Williams Integrity Realty October 2010 - January 2015
Macy's December 2001 - October 2010
Piper Jaffray 2000 - 2001
CBL & Associates Properties, Inc. 1999 - 2000
Skills
Marketing, Marketing Strategy, Sales, Marketing Communications, Management, Integrated Marketing, CRM, Advertising, Social Media, Public Relations, Retail, Event Management, Public Speaking, Fashion, Sponsorship, Project Management, Budgets
Education
Drake University 1995 — 1999
Bachelor's, Journalism and Mass Communications: Public Relations, Marketing and Sociology
Thomas Stanberry's Piper Jaffray Experience August 1989 - March 2003
Job Government Relations, Lobbying, Financial Transactions and Banking Attorney at Davis Brown Law Firm in Des Moines, Iowa
Industry Law Practice
Experience
Davis Brown Law Firm October 2009 - Present
West Bancporation, Inc. (NASDAQ: WTBA) March 2003 - July 2009
Piper Jaffray August 1989 - March 2003
Ahlers & Cooney, P.C. June 1979 - August 1989
Skills
Corporate Law, Banking, Government Relations, Capital Markets, Corporate Governance, Investment Banking, Real Estate, Loans, Public Speaking, Credit, Public Relations, Mergers, Venture Capital
Education
Drake University Law School 1976 — 1979
JD, Law
Wabash College 1972 — 1976
BA, Political Science
Davis Brown Law Firm October 2009 - Present
West Bancporation, Inc. (NASDAQ: WTBA) March 2003 - July 2009
Piper Jaffray August 1989 - March 2003
Ahlers & Cooney, P.C. June 1979 - August 1989
Skills
Corporate Law, Banking, Government Relations, Capital Markets, Corporate Governance, Investment Banking, Real Estate, Loans, Public Speaking, Credit, Public Relations, Mergers, Venture Capital
Education
Drake University Law School 1976 — 1979
JD, Law
Wabash College 1972 — 1976
BA, Political Science
Michael Shen Michael Shen's Piper Jaffray Experience June 2012 - August 2012
Job Analyst at Rothschild
Industry Financial Services
Experience
Rothschild July 2014 - Present
Goldman Sachs Investment Partners June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, Financial Accounting, Equity Research, Portfolio Management, Investment Portfolio, DCF Valuation, Economic Research, Macroeconomics, Multivariable Calculus, Linear Algebra, Photoshop, Financial Modeling, Economics
Education
Cornell University 2010 — 2014
Bachelor's degree, Major: Economics; Minor: Mathematics, Cum Laude
UNIS
Rothschild July 2014 - Present
Goldman Sachs Investment Partners June 2013 - August 2013
Piper Jaffray June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Bloomberg, Capital IQ, Financial Accounting, Equity Research, Portfolio Management, Investment Portfolio, DCF Valuation, Economic Research, Macroeconomics, Multivariable Calculus, Linear Algebra, Photoshop, Financial Modeling, Economics
Education
Cornell University 2010 — 2014
Bachelor's degree, Major: Economics; Minor: Mathematics, Cum Laude
UNIS
Tyler Birch Tyler Birch's Piper Jaffray Experience 2012 - 2014
Job Student at Duke University The Fuqua School of Business
Industry Capital Markets
Experience
Piper Jaffray 2012 - 2014
RBC Capital Markets 2006 - 2011
Education
Duke University - The Fuqua School of Business 2014 — 2016
MBA Candidate - Class of 2016, Accounting and Finance
Columbia University in the City of New York 2002 — 2006
Bachelor of Science (B.S.), International Relations and Affairs
Torrey Pines
Torrey Pines
Torrey Pines
Piper Jaffray 2012 - 2014
RBC Capital Markets 2006 - 2011
Education
Duke University - The Fuqua School of Business 2014 — 2016
MBA Candidate - Class of 2016, Accounting and Finance
Columbia University in the City of New York 2002 — 2006
Bachelor of Science (B.S.), International Relations and Affairs
Torrey Pines
Torrey Pines
Torrey Pines
Seth Trier Seth Trier's Piper Jaffray Experience July 2007 - July 2009
Job Director, Product Management at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance July 2011 - July 2013
Piper Jaffray July 2007 - July 2009
Piper Jaffray June 2005 - June 2007
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Strategy, Management
Drake University 2001 — 2005
Bachelor's, Finance, Accounting
Liberty Mutual Insurance August 2013 - Present
Liberty Mutual Insurance July 2011 - July 2013
Piper Jaffray July 2007 - July 2009
Piper Jaffray June 2005 - June 2007
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Strategy, Management
Drake University 2001 — 2005
Bachelor's, Finance, Accounting
Scott Jenson Scott Jenson's Piper Jaffray Experience June 1995 - March 2002
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Ameriprise Financial Services, Inc. August 2013 - Present
Wells Fargo Advisors May 2007 - August 2013
Benjamin F. Edwards & Co. March 2002 - May 2007
Piper Jaffray June 1995 - March 2002
RBC April 1994 - June 1995
Education
Concordia University-Wisconsin 1991 — 1993
Bachelor of Arts (BA), Communcations
University of Wisconsin-Milwaukee 1981 — 1983
Trey MacLeod Trey MacLeod's Piper Jaffray Experience 1998 - 2002
Job
Industry Marketing and Advertising
Experience
MarketShare January 2012 - Present
Corporate Strategy Consulting 2006 - 2012
TC Capital 2006 - 2007
Paciolan 2003 - 2005
Piper Jaffray 1998 - 2002
Booz & Company 1997 - 1997
Prudential Financial 1993 - 1996
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1989 — 1993
Economics
Deerfield Academy
MarketShare January 2012 - Present
Corporate Strategy Consulting 2006 - 2012
TC Capital 2006 - 2007
Paciolan 2003 - 2005
Piper Jaffray 1998 - 2002
Booz & Company 1997 - 1997
Prudential Financial 1993 - 1996
Education
Stanford University Graduate School of Business 1996 — 1998
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1989 — 1993
Economics
Deerfield Academy
Robert Mortimer CFP® Robert Mortimer CFP®'s Piper Jaffray Experience 2005 - 2007
Job Senior Vice President at Wunderlich Securities
Industry Investment Management
Experience
Wunderlich Securities May 2010 - Present
UBS Financial 2007 - 2010
Piper Jaffray 2005 - 2007
RBC Dain Rauscher 1994 - 2003
Kemper Securities 1993 - 1994
Skills
Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, Experienced Branch...
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MM, Finance
Dartmouth College 1972 — 1976
Wunderlich Securities May 2010 - Present
UBS Financial 2007 - 2010
Piper Jaffray 2005 - 2007
RBC Dain Rauscher 1994 - 2003
Kemper Securities 1993 - 1994
Skills
Coaching, Recruiting, General Management, Financial Planning, Wealth Management, Insurance, Experienced Branch...
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MM, Finance
Dartmouth College 1972 — 1976
Christopher McGrann Christopher McGrann's Piper Jaffray Experience 2003 - 2013
Job Senior Portfolio Manager at Alliance Bernstein
Industry Financial Services
Experience
Bernstein Global Wealth Management June 2014 - Present
Piper Jaffray 2003 - 2013
RBC/Dain Rauscher Wessels 1998 - 2001
Wessels, Arnold & Henderson 1995 - 1998
Dearborn Advisors 1993 - 1995
Skills
Equities, Investment Banking, IPO, Series 7, Valuation, Capital Markets, Due Diligence, Series 63, Equity Research, Equity Valuation, Trading, Investment Strategies, Venture Capital, Hedge Funds, Financial Modeling, Alternative Investments, Corporate Finance, Communication, Sales, Sales Management, Team Leadership, Relationship Management, Communication Skills, Investor Relations, Growth Investing, Business Valuation, Securities, Financial Services, Fixed Income, Private Equity, Bloomberg
Education
DePauw University 1987 — 1991
BA, Economics, Political Science
Breck School 1978 — 1987
Bernstein Global Wealth Management June 2014 - Present
Piper Jaffray 2003 - 2013
RBC/Dain Rauscher Wessels 1998 - 2001
Wessels, Arnold & Henderson 1995 - 1998
Dearborn Advisors 1993 - 1995
Skills
Equities, Investment Banking, IPO, Series 7, Valuation, Capital Markets, Due Diligence, Series 63, Equity Research, Equity Valuation, Trading, Investment Strategies, Venture Capital, Hedge Funds, Financial Modeling, Alternative Investments, Corporate Finance, Communication, Sales, Sales Management, Team Leadership, Relationship Management, Communication Skills, Investor Relations, Growth Investing, Business Valuation, Securities, Financial Services, Fixed Income, Private Equity, Bloomberg
Education
DePauw University 1987 — 1991
BA, Economics, Political Science
Breck School 1978 — 1987
Joe Jasper's Piper Jaffray Experience September 2002 - April 2005
Job President, Vermilion Technical Research
Industry Financial Services
Experience
MicroNet, Inc. June 2011 - Present
Vermilion Technical Research April 2005 - Present
Cote Family Companies January 2005 - December 2008
Piper Jaffray September 2002 - April 2005
Arizona Sunshine Ranches March 1998 - December 2004
ETOC Corporation March 1998 - December 2004
Skills
Fixed Income, Investments, Securities, Hedge Funds, Equities, Strategy, Equity Research, Asset Management, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Management
Education
Drake University 1983 — 1998
BSBA, Finance
University of St. Thomas 1992 — 1994
Master of Business Administration (M.B.A.), Finance and Financial Management Services
MicroNet, Inc. June 2011 - Present
Vermilion Technical Research April 2005 - Present
Cote Family Companies January 2005 - December 2008
Piper Jaffray September 2002 - April 2005
Arizona Sunshine Ranches March 1998 - December 2004
ETOC Corporation March 1998 - December 2004
Skills
Fixed Income, Investments, Securities, Hedge Funds, Equities, Strategy, Equity Research, Asset Management, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Investment Management, Management
Education
Drake University 1983 — 1998
BSBA, Finance
University of St. Thomas 1992 — 1994
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Duane Poppe, SIOR, CCIM's Piper Jaffray Experience 1995 - 2001
Job Vice President at Transwestern
Industry Real Estate
Experience
City of Osseo January 2013 - Present
Transwestern August 2010 - Present
MNCAR January 2013 - January 2014
Cassidy Turley June 2001 - August 2010
Piper Jaffray 1995 - 2001
Skills
Real Estate, Financial Analysis, Leases, Investments, Landlord, Site Selection, Tenant, Brokerage, Real Estate Development, Strategic Planning, Corporate Real Estate, Public Speaking, Location Intelligence, Negotiation, Disposition, Real Estate Economics, Tenant Representation, Commercial Real Estate, Lease Negotiations, Property, Property Management, Landlords, Dispositions
Education
Concordia College 1989 — 1994
BA, Communication and Elementary Education
City of Osseo January 2013 - Present
Transwestern August 2010 - Present
MNCAR January 2013 - January 2014
Cassidy Turley June 2001 - August 2010
Piper Jaffray 1995 - 2001
Skills
Real Estate, Financial Analysis, Leases, Investments, Landlord, Site Selection, Tenant, Brokerage, Real Estate Development, Strategic Planning, Corporate Real Estate, Public Speaking, Location Intelligence, Negotiation, Disposition, Real Estate Economics, Tenant Representation, Commercial Real Estate, Lease Negotiations, Property, Property Management, Landlords, Dispositions
Education
Concordia College 1989 — 1994
BA, Communication and Elementary Education
Christopher Dvorak Christopher Dvorak's Piper Jaffray Experience 1987 - 1989
Job President/Analyst at Dvorak Technical Research, Inc.
Industry Investment Management
Experience
Dvorak Technical Research, Inc. August 2008 - Present
Market Technicians Association - Minnesota 2010 - 2012
Perkins Capital Management July 1989 - August 2008
Piper Jaffray 1987 - 1989
Skills
Technical Analyst, Stock Picker, Market Analyst, Investment Management, Investments, Hedge Funds, Asset Allocation, Financial Modeling, Securities, Investment Advisory, Risk Management, Trading, Strategic Financial..., Wealth Management
Education
University of Minnesota-Twin Cities 1984 — 1989
BS, Economics and Statistics
Colorado College 1980 — 1982
Liberal Arts, Economics and Accounting
Breck School 1978 — 1980
High School
Dvorak Technical Research, Inc. August 2008 - Present
Market Technicians Association - Minnesota 2010 - 2012
Perkins Capital Management July 1989 - August 2008
Piper Jaffray 1987 - 1989
Skills
Technical Analyst, Stock Picker, Market Analyst, Investment Management, Investments, Hedge Funds, Asset Allocation, Financial Modeling, Securities, Investment Advisory, Risk Management, Trading, Strategic Financial..., Wealth Management
Education
University of Minnesota-Twin Cities 1984 — 1989
BS, Economics and Statistics
Colorado College 1980 — 1982
Liberal Arts, Economics and Accounting
Breck School 1978 — 1980
High School
Jeffrey Newell Jeffrey Newell's Piper Jaffray Experience 1995 - 1998
Job Senior Vice PresidentInvestments / Investment Management Consultant, WMS at Raymond James ✪20+ years as wealth manager✪
Industry Financial Services
Experience
Raymond James November 2007 - Present
UBS November 2000 - November 2007
Dain Rauscher 1998 - 2001
Piper Jaffray 1995 - 1998
Skills
Securities, Financial Advisory, Estate Planning, Wealth, Finance, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Retirement, Portfolio Management, Alternative Investments, Investment Strategies, Team Building, Financial Planning, Asset Allocation, Investment Advisory, Investment Management, Asset Management, Series 63, Financial Services, Marketing, Financial Analysis, High Net Worth..., Equities, Risk Management, 401k
Education
University of Northern Colorado 1985 — 1989
B.S. Finance and General Business, Finance, Business, Economics, and a minor in History
Colorado Mesa University 1984 — 1985
Business Administration and Management, General
Raymond James November 2007 - Present
UBS November 2000 - November 2007
Dain Rauscher 1998 - 2001
Piper Jaffray 1995 - 1998
Skills
Securities, Financial Advisory, Estate Planning, Wealth, Finance, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 7, Retirement, Portfolio Management, Alternative Investments, Investment Strategies, Team Building, Financial Planning, Asset Allocation, Investment Advisory, Investment Management, Asset Management, Series 63, Financial Services, Marketing, Financial Analysis, High Net Worth..., Equities, Risk Management, 401k
Education
University of Northern Colorado 1985 — 1989
B.S. Finance and General Business, Finance, Business, Economics, and a minor in History
Colorado Mesa University 1984 — 1985
Business Administration and Management, General
David Mortimer David Mortimer's Piper Jaffray Experience 2004 - 2007
Job Managing Director at SenaHill Partners, LP
Industry Financial Services
Experience
SenaHill Partners, LP May 2014 - Present
Princeton Ventures Management, LLC November 2012 - Present
Trading Technology Company August 2007 - January 2012
3D Markets, Inc. August 2007 - May 2009
Piper Jaffray 2004 - 2007
Vie Financial Group, Inc. 2002 - 2005
Knight Securities 2001 - 2003
Susquehanna International Group 1998 - 2001
The Chase Manhattan Bank 1989 - 1993
Thomson McKinnon Securities 1986 - 1989
Skills
Derivatives, Electronic Trading, Equity Trading, Options, Trading Systems, Capital Markets, Financial Markets, Series 63, Equity Derivatives, Proprietary Trading, ETFs, Market Data, Market Structure, Alternative Investments, Trading Strategies, Asset Managment, Trading System, Asset Management, Venture Capital, Investments, Portfolio Management, Investment Banking
Education
Drexel University - College of Business and Administration 1981 — 1985
University of Colorado at Boulder 1979 — 1981
SenaHill Partners, LP May 2014 - Present
Princeton Ventures Management, LLC November 2012 - Present
Trading Technology Company August 2007 - January 2012
3D Markets, Inc. August 2007 - May 2009
Piper Jaffray 2004 - 2007
Vie Financial Group, Inc. 2002 - 2005
Knight Securities 2001 - 2003
Susquehanna International Group 1998 - 2001
The Chase Manhattan Bank 1989 - 1993
Thomson McKinnon Securities 1986 - 1989
Skills
Derivatives, Electronic Trading, Equity Trading, Options, Trading Systems, Capital Markets, Financial Markets, Series 63, Equity Derivatives, Proprietary Trading, ETFs, Market Data, Market Structure, Alternative Investments, Trading Strategies, Asset Managment, Trading System, Asset Management, Venture Capital, Investments, Portfolio Management, Investment Banking
Education
Drexel University - College of Business and Administration 1981 — 1985
University of Colorado at Boulder 1979 — 1981
Andrew Wald's Piper Jaffray Experience June 2015 - Present
Job Equity Research Intern at Piper Jaffray
Industry
Experience
Piper Jaffray June 2015 - Present
Student Agencies, Inc. October 2013 - December 2014
Standard International June 2013 - August 2013
Education
Cornell University 2012 — 2016
Bachelor of Arts (BA), Economics
Piper Jaffray June 2015 - Present
Student Agencies, Inc. October 2013 - December 2014
Standard International June 2013 - August 2013
Education
Cornell University 2012 — 2016
Bachelor of Arts (BA), Economics
Kevin O'Leary Kevin O'Leary's Piper Jaffray Experience July 2008 - June 2010
Job Director, Business Strategy at Harken Health
Industry Health, Wellness and Fitness
Experience
Harken Health May 2015 - Present
Qualia Health February 2013 - May 2015
Medtronic June 2012 - August 2012
Pinpoint MD November 2011 - April 2012
Trinity Strategic Advisory, LLC August 2010 - August 2011
Piper Jaffray July 2008 - June 2010
Allen & Company June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Business Strategy, Due Diligence, Mergers, Strategy, Corporate Development, Cross-functional Team..., Competitive Analysis, Corporate Finance, Entrepreneurship, Business Development, Start-ups, Strategic Planning, Product Management, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2015
MBA
University of Chicago Law School 2012 — 2015
JD
Duke University
BA, Economics, Sociology
Harken Health May 2015 - Present
Qualia Health February 2013 - May 2015
Medtronic June 2012 - August 2012
Pinpoint MD November 2011 - April 2012
Trinity Strategic Advisory, LLC August 2010 - August 2011
Piper Jaffray July 2008 - June 2010
Allen & Company June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Business Strategy, Due Diligence, Mergers, Strategy, Corporate Development, Cross-functional Team..., Competitive Analysis, Corporate Finance, Entrepreneurship, Business Development, Start-ups, Strategic Planning, Product Management, Investment Banking
Education
The University of Chicago - Booth School of Business 2011 — 2015
MBA
University of Chicago Law School 2012 — 2015
JD
Duke University
BA, Economics, Sociology
Katherine Poindexter Katherine Poindexter's Piper Jaffray Experience February 2004 - June 2007
Job Regional Sales Manager at United Sugars
Industry Food Production
Experience
United Sugars March 2010 - Present
First Step Initiative January 2009 - May 2012
Peace House Africa February 2010 - March 2010
Smith Barney July 2006 - February 2010
Piper Jaffray February 2004 - June 2007
Stanton Group October 2000 - January 2004
Wells Fargo June 1999 - October 2000
Norwest April 1997 - June 1999
Hewitt Associates April 1995 - April 1997
Skills
Foundations, Financial Education, Endowments, Servicing, Pensions, Loan Servicing, Nonprofits, Strategic Planning, Investments, Pension Funds, Business Development, Fundraising, Training, Marketing Strategy, Management, Time Management, Employee Benefits, Leadership Development, Risk Management, New Business Development, Marketing, Customer Service, Sales, Finance, Financial Services, Human Resources, Strategy, Budgets, Leadership, Cross-functional Team..., Process Improvement, Small Business, Sales Management, Pricing
Education
Connecticut College 1991 — 1994
Bachelor of Arts, Religious Studies
The Blake School 1985 — 1991
HS Diploma
United Sugars March 2010 - Present
First Step Initiative January 2009 - May 2012
Peace House Africa February 2010 - March 2010
Smith Barney July 2006 - February 2010
Piper Jaffray February 2004 - June 2007
Stanton Group October 2000 - January 2004
Wells Fargo June 1999 - October 2000
Norwest April 1997 - June 1999
Hewitt Associates April 1995 - April 1997
Skills
Foundations, Financial Education, Endowments, Servicing, Pensions, Loan Servicing, Nonprofits, Strategic Planning, Investments, Pension Funds, Business Development, Fundraising, Training, Marketing Strategy, Management, Time Management, Employee Benefits, Leadership Development, Risk Management, New Business Development, Marketing, Customer Service, Sales, Finance, Financial Services, Human Resources, Strategy, Budgets, Leadership, Cross-functional Team..., Process Improvement, Small Business, Sales Management, Pricing
Education
Connecticut College 1991 — 1994
Bachelor of Arts, Religious Studies
The Blake School 1985 — 1991
HS Diploma
Sean Duddy Sean Duddy's Piper Jaffray Experience April 2015 - Present
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry
Experience
Piper Jaffray April 2015 - Present
Principal Financial Group May 2014 - April 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Office, Data Analysis, Time Management, Teamwork
Education
Drake University 2010 — 2014
Accounting and Finance
Piper Jaffray April 2015 - Present
Principal Financial Group May 2014 - April 2015
Edward Jones June 2013 - August 2013
Skills
Microsoft Office, Data Analysis, Time Management, Teamwork
Education
Drake University 2010 — 2014
Accounting and Finance
John Clayton Kelley II John Clayton Kelley II's Piper Jaffray Experience May 2013 - Present
Job Public Finance Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
GNC January 2012 - April 2013
Americo Financial Life and Annuity Insurance Company April 2012 - August 2012
Holmes Murphy & Associates May 2011 - August 2011
Kelley Staining March 2010 - August 2010
Hy-Vee March 2007 - May 2009
Skills
Leadership, Access, Sales, Analysis, Salesforce.com, Time Management, Microsoft Excel, Finance, Advertising, Investments, Business Development, Insurance, Program Management, Research, Retail, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Public Speaking
Education
Drake University 2010 — 2014
BSBA, Finance Major, 3.7
Piper Jaffray May 2013 - Present
GNC January 2012 - April 2013
Americo Financial Life and Annuity Insurance Company April 2012 - August 2012
Holmes Murphy & Associates May 2011 - August 2011
Kelley Staining March 2010 - August 2010
Hy-Vee March 2007 - May 2009
Skills
Leadership, Access, Sales, Analysis, Salesforce.com, Time Management, Microsoft Excel, Finance, Advertising, Investments, Business Development, Insurance, Program Management, Research, Retail, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Social Media, Public Speaking
Education
Drake University 2010 — 2014
BSBA, Finance Major, 3.7
Erica Egge Erica Egge's Piper Jaffray Experience July 2007 - May 2009
Job Business Analyst at Target
Industry Telecommunications
Experience
Target March 2012 - Present
Independent October 2010 - March 2012
The Epilepsy Foundation of Colorado 2010 - 2011
IP5280 December 2009 - October 2010
Piper Jaffray July 2007 - May 2009
Skills
Data Analysis, Writing, Telecommunications, Direct Sales, Training &..., Blogging, RFP, Financial Analysis, Econometrics, Economic Modeling, Economic Research, Financial Reporting, Reporting & Analysis, Annual Reports, Database Administration, Data Management, Private Equity, Venture Capital, Non-profits, Technical Training, Staff Training, Proposal Writing, Product Marketing, Online Marketing, Market Research, Market Analysis, Social Media Marketing, Hiring, New Hire Training, Telecommunication..., Telecommunication..., Epilepsy, Account Management, Accounting, conversational spanish, VoIP, Fund Of Funds, Analysis, Social Media, Twitter
Education
Colorado College 2003 — 2007
BA, Economics
School for International Training 2006 — 2006
Study Abroad, Grassroots Development and Social Change
Target March 2012 - Present
Independent October 2010 - March 2012
The Epilepsy Foundation of Colorado 2010 - 2011
IP5280 December 2009 - October 2010
Piper Jaffray July 2007 - May 2009
Skills
Data Analysis, Writing, Telecommunications, Direct Sales, Training &..., Blogging, RFP, Financial Analysis, Econometrics, Economic Modeling, Economic Research, Financial Reporting, Reporting & Analysis, Annual Reports, Database Administration, Data Management, Private Equity, Venture Capital, Non-profits, Technical Training, Staff Training, Proposal Writing, Product Marketing, Online Marketing, Market Research, Market Analysis, Social Media Marketing, Hiring, New Hire Training, Telecommunication..., Telecommunication..., Epilepsy, Account Management, Accounting, conversational spanish, VoIP, Fund Of Funds, Analysis, Social Media, Twitter
Education
Colorado College 2003 — 2007
BA, Economics
School for International Training 2006 — 2006
Study Abroad, Grassroots Development and Social Change
Dyan Padgett Dyan Padgett's Piper Jaffray Experience February 2004 - September 2006
Job COO at Armatus Capital Management
Industry Financial Services
Experience
Armatus Capital Management September 2006 - Present
Piper Jaffray February 2004 - September 2006
Creative Communication January 1999 - January 2002
Education
University of Amsterdam 1996 — 1998
MA, Qualitative Analysis
DePauw University 1990 — 1994
BA, Politics, Art
Armatus Capital Management September 2006 - Present
Piper Jaffray February 2004 - September 2006
Creative Communication January 1999 - January 2002
Education
University of Amsterdam 1996 — 1998
MA, Qualitative Analysis
DePauw University 1990 — 1994
BA, Politics, Art
Melissa Morrow Melissa Morrow's Piper Jaffray Experience 1991 - 1994
Job Account Manager at Archer
Industry Financial Services
Experience
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Archer - Investment Management Solutions December 2014 - Present
CBRE Clarion Securities October 2006 - December 2014
Nuveen Investments March 2001 - July 2006
SunGard 1998 - 2001
EBF & Associates 1997 - 1998
Norwest Investment Management 1995 - 1998
Piper Jaffray 1991 - 1994
Skills
Securities, Investment Strategies, Sales, Marketing, Series 7, Investments, Equities, Trading Systems, Fixed Income, Portfolio Management, Client relationship..., Account retention/growth, Financial services, Mutual Funds, Investment advisory, Alternative Investments, Investor relations, Hedge Funds, Middle Office, Back Office, Risk Management, Fund Accounting, Fund Of Funds, Technology Management, Relationship Marketing, Trading, Financial Analysis, Financial Services, CRM, Investor Relations, Asset Managment, Relationship Management, Investment Advisory, Strategy, Business Development, Market Research, Asset Management, Marketing Strategy
Education
College of Saint Benedict 1987 — 1991
Management, Business
Laura Bitzan Laura Bitzan's Piper Jaffray Experience June 2015 - Present
Job Research Assistant at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Robert Half July 2014 - February 2015
Veterans Affairs Medical Center December 2012 - July 2014
Gap Inc./Gap September 2010 - December 2012
Macy's June 2008 - September 2010
Macy's February 2008 - June 2008
Macy's September 2007 - December 2007
Macy's June 2007 - August 2007
Education
Concordia College 2004 — 2007
Communications and Business, Public Relations
Piper Jaffray June 2015 - Present
Robert Half July 2014 - February 2015
Veterans Affairs Medical Center December 2012 - July 2014
Gap Inc./Gap September 2010 - December 2012
Macy's June 2008 - September 2010
Macy's February 2008 - June 2008
Macy's September 2007 - December 2007
Macy's June 2007 - August 2007
Education
Concordia College 2004 — 2007
Communications and Business, Public Relations
Dan Ray Dan Ray's Piper Jaffray Experience 1993 - 1999
Job Managing Director, Head of Project Finance at Jefferies LLC
Industry Investment Banking
Experience
Santee Cooper 2014 - Present
Jefferies LLC December 2009 - Present
Ducks Unlimited 2005 - Present
Capmark 2006 - 2009
GMAC Commercial Mortgage 1999 - 2006
Piper Jaffray 1993 - 1999
US Army 1984 - 1993
Skills
Project Finance, Valuation, Due Diligence, Investment Banking, Finance, Capital Markets, Financial Modeling, Financial Services, Structured Finance, Fixed Income, Investments, Private Equity, Equities, Financial Structuring, Asset Management
Education
Colorado School of Mines 1991 — 1993
Masters, Economics
Winthrop University 1982 — 1984
Bachelors, Finance
Furman University 1980 — 1982
Santee Cooper 2014 - Present
Jefferies LLC December 2009 - Present
Ducks Unlimited 2005 - Present
Capmark 2006 - 2009
GMAC Commercial Mortgage 1999 - 2006
Piper Jaffray 1993 - 1999
US Army 1984 - 1993
Skills
Project Finance, Valuation, Due Diligence, Investment Banking, Finance, Capital Markets, Financial Modeling, Financial Services, Structured Finance, Fixed Income, Investments, Private Equity, Equities, Financial Structuring, Asset Management
Education
Colorado School of Mines 1991 — 1993
Masters, Economics
Winthrop University 1982 — 1984
Bachelors, Finance
Furman University 1980 — 1982
Robert Rinek Robert Rinek's Piper Jaffray Experience 2008 - Present
Job Managing Director of the Merchant Banking Group at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2008 - Present
Piper Jaffray 1988 - 2007
Piper Jaffray 1982 - 1988
ITT Financial Corporation 1980 - 1982
Northern Trust Corporation 1977 - 1980
Skills
CMA, Series 7, Series 63, Series 24
Education
The University of Chicago 1975 — 1977
Master of Business Administration (M.B.A.)
Denison University 1971 — 1975
Bachelor's Degree, Double Major in Economics and History
Piper Jaffray 2008 - Present
Piper Jaffray 1988 - 2007
Piper Jaffray 1982 - 1988
ITT Financial Corporation 1980 - 1982
Northern Trust Corporation 1977 - 1980
Skills
CMA, Series 7, Series 63, Series 24
Education
The University of Chicago 1975 — 1977
Master of Business Administration (M.B.A.)
Denison University 1971 — 1975
Bachelor's Degree, Double Major in Economics and History
Jason Dresner's Piper Jaffray Experience June 2008 - May 2010
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School August 2015 - Present
Gryphon Investors August 2011 - July 2015
Goldman Sachs May 2010 - July 2011
Piper Jaffray June 2008 - May 2010
Oppenheimer & Co. May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Tulane University 2004 — 2008
Bachelor of Science, Finance, Economics
Columbia College (NY) 2005 — 2005
The Wharton School August 2015 - Present
Gryphon Investors August 2011 - July 2015
Goldman Sachs May 2010 - July 2011
Piper Jaffray June 2008 - May 2010
Oppenheimer & Co. May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Tulane University 2004 — 2008
Bachelor of Science, Finance, Economics
Columbia College (NY) 2005 — 2005
Chris Routhe Chris Routhe's Piper Jaffray Experience August 2006 - June 2008
Job Experienced Finance Manager
Industry Financial Services
Experience
Financial Consulting June 2014 - Present
SpartanNash November 2012 - October 2014
Nash Finch Company January 2012 - November 2012
Green Tree Servicing September 2009 - January 2012
Piper Jaffray August 2006 - June 2008
Johnson Graduate School of Management at Cornell University August 2004 - June 2006
Skills
Finance, Credit, Loans, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Essbase, Strategic Financial..., Forecasting, Financial Reporting, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Bloomberg, Cash Flow, Financial Planning
Education
Cornell University 2004 — 2007
M.S., Applied Economics & Management
University of Minnesota-Twin Cities 2000 — 2004
B.S., Applied Economics
Financial Consulting June 2014 - Present
SpartanNash November 2012 - October 2014
Nash Finch Company January 2012 - November 2012
Green Tree Servicing September 2009 - January 2012
Piper Jaffray August 2006 - June 2008
Johnson Graduate School of Management at Cornell University August 2004 - June 2006
Skills
Finance, Credit, Loans, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Essbase, Strategic Financial..., Forecasting, Financial Reporting, Due Diligence, Portfolio Management, Mergers & Acquisitions, Asset Management, Bloomberg, Cash Flow, Financial Planning
Education
Cornell University 2004 — 2007
M.S., Applied Economics & Management
University of Minnesota-Twin Cities 2000 — 2004
B.S., Applied Economics
Michelle Ranelle-Smedsrud Michelle Ranelle-Smedsrud's Piper Jaffray Experience March 1995 - June 1997
Job Director Internal Communications at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. October 2008 - May 2010
Ameriprise Financial August 2005 - October 2008
American Express Financial Advisors March 2002 - August 2005
American Express Financial Advisors March 2000 - March 2002
American Express Financial Advisors March 1998 - March 2000
Piper Jaffray, Inc. June 1997 - March 1998
Piper Jaffray March 1995 - June 1997
Piper Jaffray, Inc. March 1993 - March 1995
Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources
Education
University of St. Thomas 2003 — 2003
Mini-Masters, Business Communications
Creighton University 1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing
Elk River High School 1985 — 1988
Ameriprise Financial Services, Inc. October 2011 - Present
Ameriprise Financial Services, Inc. May 2010 - September 2011
Ameriprise Financial Services, Inc. October 2008 - May 2010
Ameriprise Financial August 2005 - October 2008
American Express Financial Advisors March 2002 - August 2005
American Express Financial Advisors March 2000 - March 2002
American Express Financial Advisors March 1998 - March 2000
Piper Jaffray, Inc. June 1997 - March 1998
Piper Jaffray March 1995 - June 1997
Piper Jaffray, Inc. March 1993 - March 1995
Skills
Project Management, Marketing, Training, Six Sigma, FINRA, Financial Services, Series 7, Marketing Communications, Strategic Communications, Corporate Communications, Relationship Management, Leadership, Cross-functional Team..., Series 63, Series 24, Change Management, Program Implementation, Internal Communications, Strategy, Management, Product Marketing, Mutual Funds, Program Management, Budgets, Project Planning, Investments, Retirement Planning, Recruiting, Finance, Insurance, Retirement, Human Resources
Education
University of St. Thomas 2003 — 2003
Mini-Masters, Business Communications
Creighton University 1988 — 1992
Bachelor of Science in Business Administration, Management/Communications/Marketing
Elk River High School 1985 — 1988
Matthew Keshian Matthew Keshian's Piper Jaffray Experience June 2011 - June 2013
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Morgenthaler Private Equity August 2013 - August 2015
Piper Jaffray June 2011 - June 2013
Cherokee Investment Partners May 2010 - July 2010
Milagros Foundation June 2009 - July 2009
Coral Reef Conservation May 2009 - June 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Excel, DCF, LBO, Capital IQ, Mergers & Acquisitions, Leveraged Finance, Corporate Development, M&A experience, Corporate Finance, Venture Capital, Strategy, Capital Markets, Financial Analysis, Business Valuation, Due Diligence, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2007 — 2011
BA, History, Public Policy
Universidad San Pablo-CEU 2009 — 2009
Morgenthaler Private Equity August 2013 - August 2015
Piper Jaffray June 2011 - June 2013
Cherokee Investment Partners May 2010 - July 2010
Milagros Foundation June 2009 - July 2009
Coral Reef Conservation May 2009 - June 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Valuation, Excel, DCF, LBO, Capital IQ, Mergers & Acquisitions, Leveraged Finance, Corporate Development, M&A experience, Corporate Finance, Venture Capital, Strategy, Capital Markets, Financial Analysis, Business Valuation, Due Diligence, Equities
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2007 — 2011
BA, History, Public Policy
Universidad San Pablo-CEU 2009 — 2009
Trey Laird Trey Laird's Piper Jaffray Experience June 2002 - June 2007
Job Managing Director FBR
Industry Financial Services
Experience
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
FBR October 2013 - Present
Lazard Capital Markets December 2007 - October 2013
Piper Jaffray June 2002 - June 2007
Hambrecht & Quist February 1996 - June 2000
Bankers Trust June 1993 - February 1996
Skills
Hedge Funds, Equities, Trading, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Electronic Trading, Equity Research, Equity Trading, FINRA, Fixed Income, Institutional..., Investment Banking, Investments, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 63, Series 7, Trading Systems, Valuation
Education
Dartmouth College 1989 — 1993
BA, Government
Trinity School
Kelsey Griffin's Piper Jaffray Experience April 2015 - Present
Job Executive Assistant at Piper Jaffray
Industry Retail
Experience
Piper Jaffray April 2015 - Present
Target March 2013 - March 2015
RYAN COMPANIES US, INC January 2012 - January 2013
ING EMPLOYEE BENEFITS May 2010 - December 2011
COLLEGE OF SAINT BENEDICT CAREER RESOURCE CENTER August 2009 - May 2010
LAKEVILLE ART FESTIVAL June 2009 - September 2009
Skills
People-oriented, Office Administration, Public Relations, Event Planning, Marketing, Market Research, Microsoft Office, Administrative..., PowerPoint, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Event Management, Social Media, Marketing Communications, Public Speaking, Social Networking, Teamwork, Leadership, Project Planning, Fundraising, Editing, Community Outreach, Project Coordination, Time Management, Sales, Project Management, Communication, Interviews, Management, Research, Program Management, Writing, Training, Account Management, Facebook, Team Building
Education
College of Saint Benedict 2006 — 2010
BA, Communication
College of Saint Benedict 2006 — 2010
Bachelor of Arts, Communication
Piper Jaffray April 2015 - Present
Target March 2013 - March 2015
RYAN COMPANIES US, INC January 2012 - January 2013
ING EMPLOYEE BENEFITS May 2010 - December 2011
COLLEGE OF SAINT BENEDICT CAREER RESOURCE CENTER August 2009 - May 2010
LAKEVILLE ART FESTIVAL June 2009 - September 2009
Skills
People-oriented, Office Administration, Public Relations, Event Planning, Marketing, Market Research, Microsoft Office, Administrative..., PowerPoint, Microsoft Excel, Outlook, Customer Service, Microsoft Word, Event Management, Social Media, Marketing Communications, Public Speaking, Social Networking, Teamwork, Leadership, Project Planning, Fundraising, Editing, Community Outreach, Project Coordination, Time Management, Sales, Project Management, Communication, Interviews, Management, Research, Program Management, Writing, Training, Account Management, Facebook, Team Building
Education
College of Saint Benedict 2006 — 2010
BA, Communication
College of Saint Benedict 2006 — 2010
Bachelor of Arts, Communication
Robert (Skip) Maples Robert (Skip) Maples's Piper Jaffray Experience 1986 - 1990
Job vice president at Wells Fargo
Industry Investment Management
Experience
Wells Fargo December 2001 - April 2014
Berkeley Capital Management 1996 - 2001
BTR Capital Management 1994 - 1996
Cleary, Gull, Reiland & McDevitt 1990 - 1994
Piper Jaffray 1986 - 1990
United States Peace Corps 1982 - 1984
U.S. House of Representatives office of Representative Millicent Fenwick 1979 - 1982
Skills
Alternative Investments, Series 7, Wealth Management, Investments, Asset Management, Equities, Securities, Series 63, Investment Management, Fixed Income, Investment Advisory, Portfolio Management, Security Analysis, Capital Markets, Asset Allocation, Hedge Funds, Management, Equity Research
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), general management
Dartmouth College 1975 — 1979
Bachelor of Arts (B.A.), history
Wells Fargo December 2001 - April 2014
Berkeley Capital Management 1996 - 2001
BTR Capital Management 1994 - 1996
Cleary, Gull, Reiland & McDevitt 1990 - 1994
Piper Jaffray 1986 - 1990
United States Peace Corps 1982 - 1984
U.S. House of Representatives office of Representative Millicent Fenwick 1979 - 1982
Skills
Alternative Investments, Series 7, Wealth Management, Investments, Asset Management, Equities, Securities, Series 63, Investment Management, Fixed Income, Investment Advisory, Portfolio Management, Security Analysis, Capital Markets, Asset Allocation, Hedge Funds, Management, Equity Research
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), general management
Dartmouth College 1975 — 1979
Bachelor of Arts (B.A.), history
Amy Krings Amy Krings's Piper Jaffray Experience 1998 - 1998
Job Investment Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
Morgan Stanley 1999 - 2008
Piper Jaffray 1998 - 1998
Education
Creighton University 1994 — 1998
Morgan Stanley 1999 - 2008
Piper Jaffray 1998 - 1998
Education
Creighton University 1994 — 1998
Chris Trinetti's Piper Jaffray Experience July 2014 - Present
Job Analyst at Piper Jaffray Investment Bank
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
Edgeview Partners June 2013 - August 2013
SCOR May 2012 - August 2012
Garick May 2011 - August 2011
Skills
Investment Banking, Reinsurance, Sales&Marketing, Entrepreneurship, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, LBO, Data Analysis, Financial Modeling, Public Speaking, Emerging Markets, Investments, Economics, Event Planning, Private Equity
Education
Davidson College 2010 — 2014
Bachelor of Science (BS), Economics
Piper Jaffray July 2014 - Present
Edgeview Partners June 2013 - August 2013
SCOR May 2012 - August 2012
Garick May 2011 - August 2011
Skills
Investment Banking, Reinsurance, Sales&Marketing, Entrepreneurship, Microsoft Excel, Corporate Finance, Valuation, Financial Analysis, LBO, Data Analysis, Financial Modeling, Public Speaking, Emerging Markets, Investments, Economics, Event Planning, Private Equity
Education
Davidson College 2010 — 2014
Bachelor of Science (BS), Economics
Mary Eveleth Mary Eveleth's Piper Jaffray Experience August 1998 - April 1999
Job American Express Small Business Rep
Industry Consumer Services
Experience
American Express January 2014 - Present
Yobel Market August 2012 - Present
ServiceMaster Clean Bonner Springs, KS September 2013 - December 2013
ServiceMaster Clean August 2013 - September 2013
Self-Employed March 2012 - May 2013
Fun Services August 2008 - March 2012
ABC Fundraising February 2005 - February 2007
Hewlett Packard September 2003 - February 2005
Self-Employed May 1999 - August 2003
Piper Jaffray August 1998 - April 1999
Skills
Microsoft Office, Nonprofits, Social Media, Public Speaking, Advertising, Event Planning, Social Networking, Marketing, Customer Service, International..., Sales, Email Marketing, Public Relations
Education
Creighton University
American Express January 2014 - Present
Yobel Market August 2012 - Present
ServiceMaster Clean Bonner Springs, KS September 2013 - December 2013
ServiceMaster Clean August 2013 - September 2013
Self-Employed March 2012 - May 2013
Fun Services August 2008 - March 2012
ABC Fundraising February 2005 - February 2007
Hewlett Packard September 2003 - February 2005
Self-Employed May 1999 - August 2003
Piper Jaffray August 1998 - April 1999
Skills
Microsoft Office, Nonprofits, Social Media, Public Speaking, Advertising, Event Planning, Social Networking, Marketing, Customer Service, International..., Sales, Email Marketing, Public Relations
Education
Creighton University
Reed Minuth Reed Minuth's Piper Jaffray Experience 2001 - 2003
Job Principal at Parallel Advisors, LLC
Industry Investment Management
Experience
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Parallel Advisors July 2011 - Present
Mission Dolores Acadamy 2011 - Present
Sterne Agee February 2011 - July 2011
Piper Jaffray 2001 - 2003
Hambrecht & Quist 1996 - 2001
Dean Witter Reynolds Inc. 1975 - 1996
Skills
Alternative Investments, Equities, Financial Advisory, Hedge Funds, Mutual Funds, Private Equity, Management, Financial Planning, Investments, Portfolio Management, Investment Advisory, Wealth Management, Asset Allocation, Finance, Asset Management
Education
Colorado College 1967 — 1971
BS, Political Economics
Iolani School
Elizabeth Hawkins Elizabeth Hawkins's Piper Jaffray Experience June 2008 - August 2008
Job MBA Candidate at The Fuqua School of Business
Industry Marketing and Advertising
Experience
Google November 2012 - December 2014
inVentiv Health September 2011 - July 2012
Triage Consulting Group August 2009 - July 2011
Piper Jaffray June 2008 - August 2008
RBC Wealth Management June 2006 - August 2006
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BA, Political Science; Certificate in Markets & Management Studies
NYU 2007 — 2007
Study Abroad in Florence
Google November 2012 - December 2014
inVentiv Health September 2011 - July 2012
Triage Consulting Group August 2009 - July 2011
Piper Jaffray June 2008 - August 2008
RBC Wealth Management June 2006 - August 2006
Education
Duke University - The Fuqua School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Duke University 2005 — 2009
BA, Political Science; Certificate in Markets & Management Studies
NYU 2007 — 2007
Study Abroad in Florence
David T. Dandel David T. Dandel's Piper Jaffray Experience 1999 - 2003
Job Private Equity Investor
Industry Banking
Experience
Evergreen Pacific Partners February 2010 - Present
D.A. Davidson 2003 - 2010
Piper Jaffray 1999 - 2003
KeyCapital / McDonald Investment Banking 1995 - 1999
Skills
Mergers & Acquisitions, Restructuring, Finance, Equities, Management, Turn Around Management, Capital, Private Equity, Financial Modeling, Investment Banking, Middle Market, Valuation, Corporate Finance, Investments, Financial Analysis, Capital Raising, Corporate Development, M&A experience, Due Diligence, Capital Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1995
MBA, Finance
Davidson College 1989 — 1993
BA, Political Theory
Evergreen Pacific Partners February 2010 - Present
D.A. Davidson 2003 - 2010
Piper Jaffray 1999 - 2003
KeyCapital / McDonald Investment Banking 1995 - 1999
Skills
Mergers & Acquisitions, Restructuring, Finance, Equities, Management, Turn Around Management, Capital, Private Equity, Financial Modeling, Investment Banking, Middle Market, Valuation, Corporate Finance, Investments, Financial Analysis, Capital Raising, Corporate Development, M&A experience, Due Diligence, Capital Markets
Education
Weatherhead School of Management at Case Western Reserve University 1993 — 1995
MBA, Finance
Davidson College 1989 — 1993
BA, Political Theory
Erik Barner Erik Barner's Piper Jaffray Experience July 2007 - June 2008
Job Research Analyst at Institutional Capital
Industry Financial Services
Experience
Institutional Capital July 2013 - Present
Columbia Business School January 2012 - May 2013
Norwest Mezzanine Partners August 2008 - December 2011
Piper Jaffray July 2007 - June 2008
Deephaven Capital Management August 2006 - May 2007
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.), Value Investing
University of Saint Thomas 2003 — 2007
Bachelor of Arts (B.A.), Finance
Fargo South 2000 — 2003
Institutional Capital July 2013 - Present
Columbia Business School January 2012 - May 2013
Norwest Mezzanine Partners August 2008 - December 2011
Piper Jaffray July 2007 - June 2008
Deephaven Capital Management August 2006 - May 2007
Education
Columbia Business School 2012 — 2013
Master of Business Administration (M.B.A.), Value Investing
University of Saint Thomas 2003 — 2007
Bachelor of Arts (B.A.), Finance
Fargo South 2000 — 2003
Ethan Fanshel Ethan Fanshel's Piper Jaffray Experience 2002 - 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
RBC Capital Markets 2005 - 2008
Piper Jaffray 2002 - 2005
Robertson Stephens and Co. 1999 - 2002
CIBC World Markets 1996 - 1999
Dillon Read Capital Management 1989 - 1996
Mabon Nugent and Co. 1982 - 1989
Skills
Portfolio Management, Investment Banking, Series 63, Trading, Derivatives, Hedge Funds, Options, Bonds, Securities, Alternative Investments, Equities
Education
Columbia University in the City of New York
RBC Capital Markets 2005 - 2008
Piper Jaffray 2002 - 2005
Robertson Stephens and Co. 1999 - 2002
CIBC World Markets 1996 - 1999
Dillon Read Capital Management 1989 - 1996
Mabon Nugent and Co. 1982 - 1989
Skills
Portfolio Management, Investment Banking, Series 63, Trading, Derivatives, Hedge Funds, Options, Bonds, Securities, Alternative Investments, Equities
Education
Columbia University in the City of New York
Shannon Rinehart, CFA Shannon Rinehart, CFA's Piper Jaffray Experience February 2007 - February 2009
Job Director Finance LFO at Ameriprise Financial Services, Inc.
Industry Banking
Experience
Ameriprise Financial Services, Inc. December 2012 - Present
Columbia Management (Ameriprise Financial Group) May 2011 - December 2012
Ameriprise Financial Services, Inc. July 2009 - May 2011
Piper Jaffray February 2007 - February 2009
Federal Home Loan Bank May 2006 - January 2007
Principal International (Principal Financial Group) September 2002 - May 2006
Skills
Financial Modeling, Bloomberg, Asset Managment, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA
Drake University 2000 — 2004
Accounting/Finance, Accounting/International Business
Ameriprise Financial Services, Inc. December 2012 - Present
Columbia Management (Ameriprise Financial Group) May 2011 - December 2012
Ameriprise Financial Services, Inc. July 2009 - May 2011
Piper Jaffray February 2007 - February 2009
Federal Home Loan Bank May 2006 - January 2007
Principal International (Principal Financial Group) September 2002 - May 2006
Skills
Financial Modeling, Bloomberg, Asset Managment, Investments, Fixed Income
Education
University of Minnesota - Carlson School of Management 2010 — 2014
MBA
Drake University 2000 — 2004
Accounting/Finance, Accounting/International Business
Matthew Kane Matthew Kane's Piper Jaffray Experience July 2009 - January 2011
Job Managing Director at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
Perella Weinberg Partners January 2011 - Present
Piper Jaffray July 2009 - January 2011
SG Cowen April 2004 - March 2009
Cowen and Company, LLC 2004 - March 2009
Thomas Weisel Partners 2000 - 2004
Firetalk 2000 - 2000
Merrill Lynch July 1994 - December 1999
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Enterprise Software, Big Data, Valuation, Due Diligence, Business Development, LBO, M&A experience, IPO, Capital Markets, Private Equity, Venture Capital, Hedge Funds
Education
Dartmouth College 1990 — 1994
AB, Economics, Philosophy
M. Teresa Aguilera M. Teresa Aguilera's Piper Jaffray Experience April 2013 - Present
Job Strategic Trader Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2013 - Present
Allianz Life July 2010 - June 2012
RiskMetrics Group (now MSCI Inc.) October 2006 - March 2009
American Express July 2005 - June 2006
Waste Management January 2002 - April 2003
Enron Corporation July 1999 - December 2001
Skills
Derivatives, Market Risk, Data Analysis, Presenter, Foreign Languages, Business Relationship..., Risk Management, Hedge Funds, Asset Allocation, Fixed Income, Valuation, Financial Modeling, Financial Risk, Asset Management, Options
Education
Cornell University 2003 — 2005
MBA
London Business School 2004 — 2004
Exchange Program (MBA), Finance
Rice University 1995 — 1999
BA, Computational and Applied Mathematics
Piper Jaffray April 2013 - Present
Allianz Life July 2010 - June 2012
RiskMetrics Group (now MSCI Inc.) October 2006 - March 2009
American Express July 2005 - June 2006
Waste Management January 2002 - April 2003
Enron Corporation July 1999 - December 2001
Skills
Derivatives, Market Risk, Data Analysis, Presenter, Foreign Languages, Business Relationship..., Risk Management, Hedge Funds, Asset Allocation, Fixed Income, Valuation, Financial Modeling, Financial Risk, Asset Management, Options
Education
Cornell University 2003 — 2005
MBA
London Business School 2004 — 2004
Exchange Program (MBA), Finance
Rice University 1995 — 1999
BA, Computational and Applied Mathematics
Chris Rosbrook Chris Rosbrook's Piper Jaffray Experience July 2013 - Present
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2013 - Present
Edgeview Partners January 2004 - July 2013
RBC Capital Markets January 2001 - January 2004
Dain Rauscher Wessels June 2000 - January 2001
MAGMA Foundry Technologies, Inc. August 1992 - December 1999
Skills
Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation, Corporate Development, Capital Markets, Mergers, M&A experience, Financial Modeling, Due Diligence, Corporate Finance
Education
The University of Chicago - Booth School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategic Management
The Ohio State University 1990 — 1992
Master's Degree, Mechanical Engineering
Cornell University 1986 — 1990
Bachelor's Degree, Applied and Engineering Physics
Piper Jaffray July 2013 - Present
Edgeview Partners January 2004 - July 2013
RBC Capital Markets January 2001 - January 2004
Dain Rauscher Wessels June 2000 - January 2001
MAGMA Foundry Technologies, Inc. August 1992 - December 1999
Skills
Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation, Corporate Development, Capital Markets, Mergers, M&A experience, Financial Modeling, Due Diligence, Corporate Finance
Education
The University of Chicago - Booth School of Business 1996 — 2000
Master of Business Administration (M.B.A.), Finance, Strategic Management
The Ohio State University 1990 — 1992
Master's Degree, Mechanical Engineering
Cornell University 1986 — 1990
Bachelor's Degree, Applied and Engineering Physics
David Amsellem's Piper Jaffray Experience September 2008 - Present
Job Managing Director, Senior Analyst at Piper Jaffray
Industry Pharmaceuticals
Experience
Piper Jaffray September 2008 - Present
FBR October 2006 - July 2008
FBR July 2003 - October 2006
Prudential Vector Healthcare July 2000 - April 2003
Salomon Smith Barney July 1998 - July 2000
Skills
Equity Research, Financial Modeling, Valuation, Pharmaceutical Industry, Investments
Education
Cornell University 1994 — 1998
BS
Piper Jaffray September 2008 - Present
FBR October 2006 - July 2008
FBR July 2003 - October 2006
Prudential Vector Healthcare July 2000 - April 2003
Salomon Smith Barney July 1998 - July 2000
Skills
Equity Research, Financial Modeling, Valuation, Pharmaceutical Industry, Investments
Education
Cornell University 1994 — 1998
BS
Joel Rotroff Joel Rotroff's Piper Jaffray Experience July 2005 - October 2006
Job Partner at American Industrial Partners
Industry Venture Capital & Private Equity
Experience
Baird Venture Partners October 2006 - July 2010
Piper Jaffray July 2005 - October 2006
Boston Scientific May 2003 - August 2004
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Duke University 2004 — 2005
MEM, Engineering Management
University of Wisconsin-Madison 2000 — 2004
Biomedical Engineering
Baird Venture Partners October 2006 - July 2010
Piper Jaffray July 2005 - October 2006
Boston Scientific May 2003 - August 2004
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Duke University 2004 — 2005
MEM, Engineering Management
University of Wisconsin-Madison 2000 — 2004
Biomedical Engineering
Ahmad Rana's Piper Jaffray Experience May 2013 - August 2013
Job Investment Banking Analyst, M&A at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray May 2013 - August 2013
UBS June 2012 - August 2012
Hughes Hubbard & Reed LLP May 2010 - July 2010
Skills
Investment Banking, Economics, Valuation, Research, Macroeconomics, Financial Modeling, Data Analysis
Education
Davidson College 2010 — 2014
Piper Jaffray May 2013 - August 2013
UBS June 2012 - August 2012
Hughes Hubbard & Reed LLP May 2010 - July 2010
Skills
Investment Banking, Economics, Valuation, Research, Macroeconomics, Financial Modeling, Data Analysis
Education
Davidson College 2010 — 2014
Brent Chudoba's Piper Jaffray Experience May 2005 - July 2007
Job SVP & Chief Revenue Officer @SurveyMonkey
Industry Internet
Experience
SurveyMonkey April 2009 - Present
Modify Watches August 2013 - Present
Schoology January 2011 - Present
Clicktools December 2010 - July 2012
Spectrum Equity Investors July 2007 - May 2009
Piper Jaffray May 2005 - July 2007
Andor Capital Management July 2004 - May 2005
Skills
Strategy, Start-ups, Financial Modeling, Financial Analysis, Salesforce.com, Business Strategy, Strategic Planning, Competitive Analysis, SaaS, Mergers, Business Development, Valuation, Due Diligence, Market Research, Social Media, Mergers & Acquisitions, Project Management, Analytics, Venture Capital, Corporate Development, Strategic Partnerships, Entrepreneurship, Private Equity
Education
Columbia
BA, Political Science
SurveyMonkey April 2009 - Present
Modify Watches August 2013 - Present
Schoology January 2011 - Present
Clicktools December 2010 - July 2012
Spectrum Equity Investors July 2007 - May 2009
Piper Jaffray May 2005 - July 2007
Andor Capital Management July 2004 - May 2005
Skills
Strategy, Start-ups, Financial Modeling, Financial Analysis, Salesforce.com, Business Strategy, Strategic Planning, Competitive Analysis, SaaS, Mergers, Business Development, Valuation, Due Diligence, Market Research, Social Media, Mergers & Acquisitions, Project Management, Analytics, Venture Capital, Corporate Development, Strategic Partnerships, Entrepreneurship, Private Equity
Education
Columbia
BA, Political Science
Doug Cameron's Piper Jaffray Experience August 2008 - July 2010
Job CoPresident & Director at First Green Partners
Industry Renewables & Environment
Experience
First Green Partners November 2011 - Present
Alberti Advisors July 2010 - Present
Piper Jaffray August 2008 - July 2010
Khosla Ventures August 2006 - June 2008
Cargill March 1998 - July 2006
University of Wisconsin December 1986 - March 1998
Skills
Commercialization, Start-ups, Strategy, Biofuels, Venture Capital, Biomass, Business Strategy, Business Planning, Cleantech, Lifesciences, Clean Technology, Renewable Energy, Metabolic Engineering, Product Development, Solar Energy, R&D, Mergers & Acquisitions, Research, International Business, Chemistry, Energy, Carbon, Investment Banking, Private Equity, Biotechnology, Investments, Project Management, Valuation, Wind, Strategic Planning, Entrepreneurship, Corporate Development, Cross-functional Team..., Technology Transfer, Due Diligence, Project Finance, Sustainable Agriculture, Mergers, Leadership, New Business Development, Business Development, Process Engineering, Marketing Strategy, Management Consulting, Energy Efficiency, Business Analysis, Sustainability, Management, Finance, Science
Education
Massachusetts Institute of Technology 1981 — 1986
Ph.D.
Duke University 1975 — 1979
B.S.E.
First Green Partners November 2011 - Present
Alberti Advisors July 2010 - Present
Piper Jaffray August 2008 - July 2010
Khosla Ventures August 2006 - June 2008
Cargill March 1998 - July 2006
University of Wisconsin December 1986 - March 1998
Skills
Commercialization, Start-ups, Strategy, Biofuels, Venture Capital, Biomass, Business Strategy, Business Planning, Cleantech, Lifesciences, Clean Technology, Renewable Energy, Metabolic Engineering, Product Development, Solar Energy, R&D, Mergers & Acquisitions, Research, International Business, Chemistry, Energy, Carbon, Investment Banking, Private Equity, Biotechnology, Investments, Project Management, Valuation, Wind, Strategic Planning, Entrepreneurship, Corporate Development, Cross-functional Team..., Technology Transfer, Due Diligence, Project Finance, Sustainable Agriculture, Mergers, Leadership, New Business Development, Business Development, Process Engineering, Marketing Strategy, Management Consulting, Energy Efficiency, Business Analysis, Sustainability, Management, Finance, Science
Education
Massachusetts Institute of Technology 1981 — 1986
Ph.D.
Duke University 1975 — 1979
B.S.E.
Annie Hendrickson's Piper Jaffray Experience 2007 - 2007
Job
Industry Consumer Goods
Experience
Kraft Foods October 2009 - Present
Kraft Foods August 2008 - October 2009
Piper Jaffray 2007 - 2007
Alan K. Campbell Public Affairs Institute August 2005 - May 2006
Lehman Brothers Inc. September 2002 - June 2005
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Syracuse University 2005 — 2006
MPA, State and Local Government Financial Analysis and Management
Columbia University in the City of New York 1996 — 2000
AB, Psychology
Kraft Foods October 2009 - Present
Kraft Foods August 2008 - October 2009
Piper Jaffray 2007 - 2007
Alan K. Campbell Public Affairs Institute August 2005 - May 2006
Lehman Brothers Inc. September 2002 - June 2005
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance, Entrepreneurship
Syracuse University 2005 — 2006
MPA, State and Local Government Financial Analysis and Management
Columbia University in the City of New York 1996 — 2000
AB, Psychology
Andy Nelson's Piper Jaffray Experience June 1998 - August 1998
Job
Industry Retail
Experience
Target February 2013 - Present
Target August 2010 - February 2013
Target June 2008 - August 2010
Target July 2004 - June 2008
Thomson Reuters June 2003 - July 2004
Thomson Reuters March 2001 - June 2003
Fingerhut June 1999 - March 2001
Piper Jaffray June 1998 - August 1998
Skills
Analytics, Email Marketing, Digital Marketing, E-commerce, Direct Marketing, Lead Generation, Personalization, P&L Management, Product Management, Segmentation, Management, Database Marketing, Marketing, Leadership, Multi-channel Marketing, Creative Direction, Web Analytics, Omniture, Online Marketing, Sales, Integrated Marketing, Customer Acquisition, Interactive Marketing
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Marketing
St. Olaf College 1995 — 1999
BA, Economics
Curtin University 1998 — 1998
Economics
Target February 2013 - Present
Target August 2010 - February 2013
Target June 2008 - August 2010
Target July 2004 - June 2008
Thomson Reuters June 2003 - July 2004
Thomson Reuters March 2001 - June 2003
Fingerhut June 1999 - March 2001
Piper Jaffray June 1998 - August 1998
Skills
Analytics, Email Marketing, Digital Marketing, E-commerce, Direct Marketing, Lead Generation, Personalization, P&L Management, Product Management, Segmentation, Management, Database Marketing, Marketing, Leadership, Multi-channel Marketing, Creative Direction, Web Analytics, Omniture, Online Marketing, Sales, Integrated Marketing, Customer Acquisition, Interactive Marketing
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Marketing
St. Olaf College 1995 — 1999
BA, Economics
Curtin University 1998 — 1998
Economics
Fred Larsen's Piper Jaffray Experience March 2010 - February 2013
Job Managing Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. July 2014 - Present
Henley Advisors, LLC February 2013 - July 2014
Piper Jaffray March 2010 - February 2013
Henley Advisors, LLC September 2004 - March 2010
Deutsche Bank Securities (New York) September 2002 - November 2003
Deutsche Bank AG (London) May 2001 - September 2002
Citigroup Global Markets June 1996 - May 2001
PaineWebber Incorporated August 1990 - June 1996
Skills
Mergers, Investment Banking, Corporate Finance, Valuation, Due Diligence, Capital Markets, Business Strategy, Private Equity, Logistics, Corporate Development, 3PL, Tech-enabled Logistics, Strategic Consulting, Mergers & Acquisitions, M&A experience, Capital Raising, LBO, Financial Analysis, Management, Strategy
Education
Princeton University 1978 — 1981
AB cum laude
Columbia University - Columbia Business School 1989 — 1990
MBA
Harvard Business School 2005 — 2008
Executive Education
San Marino High School 1974 — 1978
Oppenheimer & Co. Inc. July 2014 - Present
Henley Advisors, LLC February 2013 - July 2014
Piper Jaffray March 2010 - February 2013
Henley Advisors, LLC September 2004 - March 2010
Deutsche Bank Securities (New York) September 2002 - November 2003
Deutsche Bank AG (London) May 2001 - September 2002
Citigroup Global Markets June 1996 - May 2001
PaineWebber Incorporated August 1990 - June 1996
Skills
Mergers, Investment Banking, Corporate Finance, Valuation, Due Diligence, Capital Markets, Business Strategy, Private Equity, Logistics, Corporate Development, 3PL, Tech-enabled Logistics, Strategic Consulting, Mergers & Acquisitions, M&A experience, Capital Raising, LBO, Financial Analysis, Management, Strategy
Education
Princeton University 1978 — 1981
AB cum laude
Columbia University - Columbia Business School 1989 — 1990
MBA
Harvard Business School 2005 — 2008
Executive Education
San Marino High School 1974 — 1978
Ashley Szporka's Piper Jaffray Experience July 2011 - November 2013
Job Associate, Health Care Investment Banking at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan December 2013 - Present
Piper Jaffray July 2011 - November 2013
Blackrock June 2004 - June 2009
Skills
Financial Modeling, Investment Banking, Portfolio Management, Valuation
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA
University of Florida - Warrington College of Business Administration 2000 — 2003
J.P. Morgan December 2013 - Present
Piper Jaffray July 2011 - November 2013
Blackrock June 2004 - June 2009
Skills
Financial Modeling, Investment Banking, Portfolio Management, Valuation
Education
Cornell University - Johnson Graduate School of Management 2009 — 2011
MBA
University of Florida - Warrington College of Business Administration 2000 — 2003
Bret Thompson's Piper Jaffray Experience July 2006 - July 2008
Job Vice President at Eastdil Secured
Industry Real Estate
Experience
Eastdil Secured May 2015 - Present
HFF July 2010 - May 2015
FBR Capital Markets August 2008 - June 2010
Piper Jaffray July 2006 - July 2008
Skills
Financial Modeling, Asset Management, Due Diligence, Valuation, Financial Analysis, Real Estate Economics, Investments, Capital Markets, Equities, Real Estate Transactions, Real Estate, Private Equity, Portfolio Management, Disposition, Venture Capital
Education
Duke University 2002 — 2006
Eastdil Secured May 2015 - Present
HFF July 2010 - May 2015
FBR Capital Markets August 2008 - June 2010
Piper Jaffray July 2006 - July 2008
Skills
Financial Modeling, Asset Management, Due Diligence, Valuation, Financial Analysis, Real Estate Economics, Investments, Capital Markets, Equities, Real Estate Transactions, Real Estate, Private Equity, Portfolio Management, Disposition, Venture Capital
Education
Duke University 2002 — 2006
Jill Frey's Piper Jaffray Experience 2005 - 2006
Job Field Sales Associate at State Farm Insurance
Industry Financial Services
Experience
State Farm Insurance September 2006 - Present
Piper Jaffray 2005 - 2006
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Income Protection, Long Term Care Insurance, Sales Presentations, Sales, Succession Planning, Business Planning, Asset Managment, Series 7, ChFC, Series 65, Mutual Funds, Sales Process, Leadership, Territory Management, Influence, Financial Services, Long-term Care, Health Insurance, Insurance, Investments, Disability Insurance, Estate Planning, Universal Life, Term Life Insurance, Whole Life, Series 6, IRAs
Education
College of Saint Benedict 1994 — 1998
Saint John's University 1994 — 1998
The College of St. Benedict 1994 — 1998
State Farm Insurance September 2006 - Present
Piper Jaffray 2005 - 2006
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Income Protection, Long Term Care Insurance, Sales Presentations, Sales, Succession Planning, Business Planning, Asset Managment, Series 7, ChFC, Series 65, Mutual Funds, Sales Process, Leadership, Territory Management, Influence, Financial Services, Long-term Care, Health Insurance, Insurance, Investments, Disability Insurance, Estate Planning, Universal Life, Term Life Insurance, Whole Life, Series 6, IRAs
Education
College of Saint Benedict 1994 — 1998
Saint John's University 1994 — 1998
The College of St. Benedict 1994 — 1998
Chad Huber's Piper Jaffray Experience September 2005 - Present
Job Principal at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2005 - Present
Skills
Valuation, Capital Markets, Private Equity, Investment Banking, Equities, Due Diligence, Financial Modeling, Mergers & Acquisitions, Investments, Venture Capital
Education
Denison University 2002 — 2005
Piper Jaffray September 2005 - Present
Skills
Valuation, Capital Markets, Private Equity, Investment Banking, Equities, Due Diligence, Financial Modeling, Mergers & Acquisitions, Investments, Venture Capital
Education
Denison University 2002 — 2005
John Pugh's Piper Jaffray Experience July 1996 - August 1998
Job Managing Director at GE Energy Financial Services
Industry Financial Services
Experience
GE Energy Financial Services July 2000 - Present
Piper Jaffray July 1996 - August 1998
Skills
Project Finance, Renewable Energy, Energy, Financial Modeling, Wind, Due Diligence
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Montana State University-Bozeman 1991 — 1996
BS, Finance, Accounting
GE Energy Financial Services July 2000 - Present
Piper Jaffray July 1996 - August 1998
Skills
Project Finance, Renewable Energy, Energy, Financial Modeling, Wind, Due Diligence
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
Montana State University-Bozeman 1991 — 1996
BS, Finance, Accounting
Macaulay Bayly's Piper Jaffray Experience 2008 - 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Piper Jaffray 2008 - 2010
Freeman & Co. October 2004 - December 2008
Skills
Series 7
Education
Denison University 1999 — 2003
Merrill Lynch 2010 - Present
Piper Jaffray 2008 - 2010
Freeman & Co. October 2004 - December 2008
Skills
Series 7
Education
Denison University 1999 — 2003
Ross DeDeyn's Piper Jaffray Experience July 2004 - June 2008
Job Managing Director at CHILDS Advisory Partners
Industry Investment Banking
Experience
CHILDS Advisory Partners June 2014 - Present
Duncan-Williams, Inc. November 2011 - May 2014
Piper Jaffray July 2004 - June 2008
UBS Investment Bank June 2001 - June 2004
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Management Consulting, Business Strategy, Capital Markets, LBO, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Georgia School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BS, Economics, Psychology
CHILDS Advisory Partners June 2014 - Present
Duncan-Williams, Inc. November 2011 - May 2014
Piper Jaffray July 2004 - June 2008
UBS Investment Bank June 2001 - June 2004
Skills
Private Equity, Investment Banking, Valuation, Corporate Development, Management Consulting, Business Strategy, Capital Markets, LBO, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Georgia School of Law 1993 — 1996
JD
Vanderbilt University 1989 — 1993
BS, Economics, Psychology
Christopher Larsen's Piper Jaffray Experience March 2009 - July 2013
Job After 19 years on the street, I'm working for myself
Industry Financial Services
Experience
Retired from Wall Street July 2013 - Present
Piper Jaffray March 2009 - July 2013
Credit Suisse March 2006 - December 2008
Prudential Securities 1994 - 2006
Skills
Investor Relations, Equities, Valuation, Private Equity, Capital Markets, Financial Modeling, Asset Management, Equity Research, Investment Banking, Corporate Finance
Education
Cornell University 1990 — 1994
Bachelor of Science (BS), Business
Retired from Wall Street July 2013 - Present
Piper Jaffray March 2009 - July 2013
Credit Suisse March 2006 - December 2008
Prudential Securities 1994 - 2006
Skills
Investor Relations, Equities, Valuation, Private Equity, Capital Markets, Financial Modeling, Asset Management, Equity Research, Investment Banking, Corporate Finance
Education
Cornell University 1990 — 1994
Bachelor of Science (BS), Business
Elizabeth Aldrich's Piper Jaffray Experience 2003 - 2006
Job Owner, Aldrich Home Staging
Industry Design
Experience
Aldrich Home Staging 2006 - Present
Aeritae Consulting Group 2006 - 2007
Piper Jaffray 2003 - 2006
US Bank 1992 - 2001
Education
College of Saint Benedict 1985 — 1989
BA, Management/Business Administration
Aldrich Home Staging 2006 - Present
Aeritae Consulting Group 2006 - 2007
Piper Jaffray 2003 - 2006
US Bank 1992 - 2001
Education
College of Saint Benedict 1985 — 1989
BA, Management/Business Administration
Daphne Skoglund's Piper Jaffray Experience October 2001 - January 2007
Job Sr. Diversity Relationship Manager at PSI
Industry Events Services
Experience
PSI June 2007 - Present
Piper Jaffray October 2001 - January 2007
Education
Concordia College
Minnehaha Academy
PSI June 2007 - Present
Piper Jaffray October 2001 - January 2007
Education
Concordia College
Minnehaha Academy
Benjamin Sesser's Piper Jaffray Experience May 2011 - August 2011
Job
Industry Internet
Experience
Sailthru June 2013 - April 2015
CEB August 2012 - March 2013
Modus Education October 2010 - August 2012
Tech@NYU June 2011 - June 2012
InSITE October 2010 - June 2012
NYU Stern School of Business July 2010 - June 2012
Piper Jaffray May 2011 - August 2011
Pennell Venture Partners September 2010 - December 2010
Corporate Executive Board June 2006 - July 2010
Startup Private Equity Fund 2008 - 2010
Skills
Corporate Development, Investment Banking, Sales Management, New Business Development, Product Development, Due Diligence, Product Management, Customer Development, CRM, Mergers & Acquisitions, Business Development, Business Strategy, Business Planning, Start-ups, Strategy, Venture Capital
Education
Cornell University 2002 — 2006
BS
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Sailthru June 2013 - April 2015
CEB August 2012 - March 2013
Modus Education October 2010 - August 2012
Tech@NYU June 2011 - June 2012
InSITE October 2010 - June 2012
NYU Stern School of Business July 2010 - June 2012
Piper Jaffray May 2011 - August 2011
Pennell Venture Partners September 2010 - December 2010
Corporate Executive Board June 2006 - July 2010
Startup Private Equity Fund 2008 - 2010
Skills
Corporate Development, Investment Banking, Sales Management, New Business Development, Product Development, Due Diligence, Product Management, Customer Development, CRM, Mergers & Acquisitions, Business Development, Business Strategy, Business Planning, Start-ups, Strategy, Venture Capital
Education
Cornell University 2002 — 2006
BS
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
Craig Johnson CFA CMT's Piper Jaffray Experience March 1995 - Present
Job Market Technician Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray March 1995 - Present
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Equity Research, Fixed Income, Investments, Portfolio Management, Trading, Valuation, Technical Analysis, Financial Markets, Bloomberg
Education
Drake University 1989 — 1993
1989, Finance, Marketing and Insurance
Piper Jaffray March 1995 - Present
Skills
Series 7, Series 63, Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Equity Research, Fixed Income, Investments, Portfolio Management, Trading, Valuation, Technical Analysis, Financial Markets, Bloomberg
Education
Drake University 1989 — 1993
1989, Finance, Marketing and Insurance
Jeffrey P. Blickman's Piper Jaffray Experience May 2009 - August 2011
Job Associate Director at Theranos
Industry Biotechnology
Experience
Theranos Inc. January 2015 - Present
Theranos September 2011 - December 2014
Piper Jaffray May 2009 - August 2011
Cowen and Company July 2008 - February 2009
ChaCha May 2006 - August 2006
Skills
Equity Capital Markets
Education
Duke University
B.A., Political Science (Theory)
Theranos Inc. January 2015 - Present
Theranos September 2011 - December 2014
Piper Jaffray May 2009 - August 2011
Cowen and Company July 2008 - February 2009
ChaCha May 2006 - August 2006
Skills
Equity Capital Markets
Education
Duke University
B.A., Political Science (Theory)
Tommy Nguyen's Piper Jaffray Experience May 2009 - August 2009
Job Senior Analyst
Industry Investment Management
Experience
Sofinnova Ventures May 2014 - Present
Jennison Associates January 2013 - July 2013
Jefferies & Company August 2009 - January 2013
Piper Jaffray May 2009 - August 2009
Investment Bank 2008 - March 2009
Columbia Medical Center July 2006 - July 2008
New York Presbyterian 2004 - 2006
Memorial Sloan-Kettering Cancer Center 1997 - 2002
Skills
Biotechnology, Oncology, Lifesciences, Equity Research, Pharmaceutical Industry, Valuation, Healthcare, Financial Modeling, Venture Capital, Drug Development, Clinical Research, Molecular Biology, Clinical Trials, Equities, Research, Medicine, Medical Devices, Due Diligence, Science, Investment Banking, Hospitals, Corporate Development, Equity Valuation, Hedge Funds, Emerging Markets, Cardiology, Investor Relations, IPO, Mergers & Acquisitions, Life Sciences, Private Equity
Education
Cornell University 1995 — 2004
MD-PhD, molecular biology
Harvard University 1991 — 1995
B.S., chemistry
Sofinnova Ventures May 2014 - Present
Jennison Associates January 2013 - July 2013
Jefferies & Company August 2009 - January 2013
Piper Jaffray May 2009 - August 2009
Investment Bank 2008 - March 2009
Columbia Medical Center July 2006 - July 2008
New York Presbyterian 2004 - 2006
Memorial Sloan-Kettering Cancer Center 1997 - 2002
Skills
Biotechnology, Oncology, Lifesciences, Equity Research, Pharmaceutical Industry, Valuation, Healthcare, Financial Modeling, Venture Capital, Drug Development, Clinical Research, Molecular Biology, Clinical Trials, Equities, Research, Medicine, Medical Devices, Due Diligence, Science, Investment Banking, Hospitals, Corporate Development, Equity Valuation, Hedge Funds, Emerging Markets, Cardiology, Investor Relations, IPO, Mergers & Acquisitions, Life Sciences, Private Equity
Education
Cornell University 1995 — 2004
MD-PhD, molecular biology
Harvard University 1991 — 1995
B.S., chemistry
David Kiley's Piper Jaffray Experience November 2009 - Present
Job Senior Vice President at Piper Jaffray
Industry Banking
Experience
Piper Jaffray November 2009 - Present
Bear, Stearns & Co. Inc. 2005 - 2007
Education
Columbia University - Columbia Business School 2004 — 2006
Trinity College-Hartford 1996 — 1999
Piper Jaffray November 2009 - Present
Bear, Stearns & Co. Inc. 2005 - 2007
Education
Columbia University - Columbia Business School 2004 — 2006
Trinity College-Hartford 1996 — 1999
Deborah Berland Kaster's Piper Jaffray Experience August 1998 - April 2003
Job Independent Medical Devices Professional
Industry Medical Devices
Experience
DBK Consulting January 2008 - Present
Kyphon Inc. July 2003 - 2008
Piper Jaffray August 1998 - April 2003
Cordis Corporation June 1997 - August 1997
Coopers & Lybrand 1997 - 1997
JP Morgan August 1994 - July 1996
PricewaterhouseCoopers 1992 - 1994
Skills
Medical Devices, Strategy, Start-ups, Biotechnology, Business Development, Mergers, Business Strategy, Commercialization, Market Development, Product Management, Product Launch
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance & Strategy
Cornell University 1988 — 1992
The Loomis Chaffee School 1984 — 1988
DBK Consulting January 2008 - Present
Kyphon Inc. July 2003 - 2008
Piper Jaffray August 1998 - April 2003
Cordis Corporation June 1997 - August 1997
Coopers & Lybrand 1997 - 1997
JP Morgan August 1994 - July 1996
PricewaterhouseCoopers 1992 - 1994
Skills
Medical Devices, Strategy, Start-ups, Biotechnology, Business Development, Mergers, Business Strategy, Commercialization, Market Development, Product Management, Product Launch
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance & Strategy
Cornell University 1988 — 1992
The Loomis Chaffee School 1984 — 1988
Nicole Kurth's Piper Jaffray Experience January 2000 - September 2006
Job Project Manager at Lifetouch
Industry Marketing and Advertising
Experience
Lifetouch March 2014 - Present
Digitaria, a JWT Company September 2011 - Present
JWT Minneapolis January 2008 - September 2011
JWT Minneapolis September 2006 - January 2008
Piper Jaffray January 2000 - September 2006
Skills
Interactive Marketing, Integrated Marketing, Management, Budgets, Digital Strategy, Email Marketing, Digital Marketing, Project Management, Marketing, Interactive Advertising, Web Analytics, Social Media Marketing, Mobile Marketing, Online Marketing, Online Advertising
Education
Concordia University-St. Paul
Bachelor's degree, Marketing
Lifetouch March 2014 - Present
Digitaria, a JWT Company September 2011 - Present
JWT Minneapolis January 2008 - September 2011
JWT Minneapolis September 2006 - January 2008
Piper Jaffray January 2000 - September 2006
Skills
Interactive Marketing, Integrated Marketing, Management, Budgets, Digital Strategy, Email Marketing, Digital Marketing, Project Management, Marketing, Interactive Advertising, Web Analytics, Social Media Marketing, Mobile Marketing, Online Marketing, Online Advertising
Education
Concordia University-St. Paul
Bachelor's degree, Marketing
Elvin Colon's Piper Jaffray Experience March 2014 - Present
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2014 - Present
Citi August 2012 - March 2014
Citi June 2011 - August 2011
The Ayco Company, L.P. June 2006 - June 2010
Univision Communications May 2005 - June 2006
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Finance
Sacred Heart University - John F. Welch College of Business 2001 — 2005
BA, Finance
Piper Jaffray March 2014 - Present
Citi August 2012 - March 2014
Citi June 2011 - August 2011
The Ayco Company, L.P. June 2006 - June 2010
Univision Communications May 2005 - June 2006
Education
Cornell University - Johnson Graduate School of Management 2010 — 2012
MBA, Finance
Sacred Heart University - John F. Welch College of Business 2001 — 2005
BA, Finance
Thomas Renner's Piper Jaffray Experience December 2007 - August 2013
Job Senior UNIX/Linux System Engineer at SuperValu
Industry Information Technology and Services
Experience
SUPERVALU June 2015 - Present
Seccuris Inc. September 2014 - March 2015
Blue Cross and Blue Shield of Minnesota February 2014 - August 2014
M. A. Mortenson Company August 2013 - January 2014
Piper Jaffray December 2007 - August 2013
Onvoy August 2006 - November 2007
United States Postal Service April 2005 - August 2006
Unisys December 2002 - March 2005
Cypress Semiconductor October 2000 - October 2002
Publishing Business Systems April 1999 - September 2000
Skills
Unix, Solaris, Disaster Recovery, VMware, Visio, Data Center, Virtualization, Integration, Servers, Vendor Management, Red Hat Enterprise Linux, Veritas Cluster Server, Netbackup, AIX, Storage, Troubleshooting, System Administration, Cisco Technologies, ITIL, Firewalls, High Availability, NetApp, Security, Enterprise Architecture, RHEL, Active Directory, Microsoft Exchange, IT Management, Windows Server, Storage Area Networks, Hardware, Linux, Networking
Education
Concordia University-St. Paul 2011 — 2014
Bachelor of Arts (B.A.), Information Technology Management
SUPERVALU June 2015 - Present
Seccuris Inc. September 2014 - March 2015
Blue Cross and Blue Shield of Minnesota February 2014 - August 2014
M. A. Mortenson Company August 2013 - January 2014
Piper Jaffray December 2007 - August 2013
Onvoy August 2006 - November 2007
United States Postal Service April 2005 - August 2006
Unisys December 2002 - March 2005
Cypress Semiconductor October 2000 - October 2002
Publishing Business Systems April 1999 - September 2000
Skills
Unix, Solaris, Disaster Recovery, VMware, Visio, Data Center, Virtualization, Integration, Servers, Vendor Management, Red Hat Enterprise Linux, Veritas Cluster Server, Netbackup, AIX, Storage, Troubleshooting, System Administration, Cisco Technologies, ITIL, Firewalls, High Availability, NetApp, Security, Enterprise Architecture, RHEL, Active Directory, Microsoft Exchange, IT Management, Windows Server, Storage Area Networks, Hardware, Linux, Networking
Education
Concordia University-St. Paul 2011 — 2014
Bachelor of Arts (B.A.), Information Technology Management
Cindy Linberger Weis's Piper Jaffray Experience March 2000 - December 2003
Job Trade Operations Compliance Manager at US Bank
Industry Financial Services
Experience
US Bank June 2009 - Present
Voyageur Asset Management Inc January 2004 - November 2008
Tamarack Distributors Inc. December 2005 - December 2007
Piper Jaffray March 2000 - December 2003
Piper Jaffray October 1998 - March 2000
Piper Capital Management August 1997 - October 1998
Piper Jaffray June 1993 - July 1997
Education
College of St. Benedict 1988 — 1992
Bachelor of Arts (B.A.)
US Bank June 2009 - Present
Voyageur Asset Management Inc January 2004 - November 2008
Tamarack Distributors Inc. December 2005 - December 2007
Piper Jaffray March 2000 - December 2003
Piper Jaffray October 1998 - March 2000
Piper Capital Management August 1997 - October 1998
Piper Jaffray June 1993 - July 1997
Education
College of St. Benedict 1988 — 1992
Bachelor of Arts (B.A.)
Dean Schaefer's Piper Jaffray Experience October 2001 - September 2006
Job Microsoft Dynamics CRM Analyst at Horton, Inc.
Industry Computer Software
Experience
Horton, Inc. August 2014 - Present
Unisys December 2012 - August 2014
Accenture - Navitaire October 2006 - June 2012
Piper Jaffray October 2001 - September 2006
Conseco Finance September 1999 - March 2001
Skills
ITIL, Microsft Dynamics CRM..., Microsoft Servers, Solaris Unix, AS400 system, MVS, Microsoft SQL Server, F5 Network Load..., ILX, Change Management, ExactTarget, SiteScope, Bonddesk, Autosys, XML, System Tacing Tools, Microsoft Office, SunGard Global Trader, BMC Remedy, Tivoli Provisioning..., AIX Unix, Incident Management, Problem Management, VMware, Net App, EMC Storage, Websphere, SharePoint, SQL Server Management..., Active Directory, Performance Management, Project Management, PowerPoint, Unix Operating Systems, Visio, System Administration
Education
Dakota County Technical College 2001 — 2001
Networking CCNA Graduate, System, Networking, and LAN/WAN Management/Manager
University of Minnesota-Twin Cities 1998 — 1999
Technical Program Vocational Program, Unix Systems Computer Science
Horton, Inc. August 2014 - Present
Unisys December 2012 - August 2014
Accenture - Navitaire October 2006 - June 2012
Piper Jaffray October 2001 - September 2006
Conseco Finance September 1999 - March 2001
Skills
ITIL, Microsft Dynamics CRM..., Microsoft Servers, Solaris Unix, AS400 system, MVS, Microsoft SQL Server, F5 Network Load..., ILX, Change Management, ExactTarget, SiteScope, Bonddesk, Autosys, XML, System Tacing Tools, Microsoft Office, SunGard Global Trader, BMC Remedy, Tivoli Provisioning..., AIX Unix, Incident Management, Problem Management, VMware, Net App, EMC Storage, Websphere, SharePoint, SQL Server Management..., Active Directory, Performance Management, Project Management, PowerPoint, Unix Operating Systems, Visio, System Administration
Education
Dakota County Technical College 2001 — 2001
Networking CCNA Graduate, System, Networking, and LAN/WAN Management/Manager
University of Minnesota-Twin Cities 1998 — 1999
Technical Program Vocational Program, Unix Systems Computer Science
Stacy Schurman's Piper Jaffray Experience April 1999 - July 2001
Job Vice President, Portfolio Manager at First Western Trust
Industry Financial Services
Experience
First Western Trust November 2013 - Present
US Bank May 2005 - October 2013
U.S. Bank July 2001 - April 2005
Piper Jaffray April 1999 - July 2001
Petroleum Retailer Financing Corporation (start up) June 1997 - March 1999
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Asset Management, Investments, Bonds, Finance, Financial Advisory, Fixed Income, Investment Management
Education
University of Colorado at Denver 2003 — 2006
M.B.A., International Business and Finance
Colorado State University 1992 — 1997
Bachelor of Arts (B.A.)
First Western Trust November 2013 - Present
US Bank May 2005 - October 2013
U.S. Bank July 2001 - April 2005
Piper Jaffray April 1999 - July 2001
Petroleum Retailer Financing Corporation (start up) June 1997 - March 1999
Skills
Portfolio Management, Wealth Management, Asset Allocation, Alternative Investments, Equities, Mutual Funds, Asset Management, Investments, Bonds, Finance, Financial Advisory, Fixed Income, Investment Management
Education
University of Colorado at Denver 2003 — 2006
M.B.A., International Business and Finance
Colorado State University 1992 — 1997
Bachelor of Arts (B.A.)
Vogel, Charlie's Piper Jaffray Experience 1998 - 2004
Job Sales at CraigHallum Capital Group
Industry Financial Services
Experience
Craig-Hallum Capital Group January 2006 - Present
Piper Jaffray 1998 - 2004
Dain Bosworth 1987 - 1997
Target Corporation 1983 - 1986
Skills
Equities, Hedge Funds, Valuation, Equity Research, Investment Banking, Investments, Capital Markets, Financial Modeling, Series 7, Portfolio Management, Private Equity, Bloomberg, Fixed Income, Venture Capital, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance, General
Colorado College 1970 — 1975
Bachelor of Science (BS), Biology, General
Craig-Hallum Capital Group January 2006 - Present
Piper Jaffray 1998 - 2004
Dain Bosworth 1987 - 1997
Target Corporation 1983 - 1986
Skills
Equities, Hedge Funds, Valuation, Equity Research, Investment Banking, Investments, Capital Markets, Financial Modeling, Series 7, Portfolio Management, Private Equity, Bloomberg, Fixed Income, Venture Capital, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 1981 — 1983
MBA, Finance, General
Colorado College 1970 — 1975
Bachelor of Science (BS), Biology, General
Jeremiah Charles's Piper Jaffray Experience March 2003 - July 2005
Job Portfolio Manager at First Trust
Industry Capital Markets
Experience
First Trust August 2013 - Present
CRT Capital Group November 2011 - August 2013
Deerfield Capital Management July 2005 - July 2011
Piper Jaffray March 2003 - July 2005
Skills
Asset Management, Fixed Income, Valuation, Investments, Bloomberg, Portfolio Management, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Modeling, Securities, Financial Analysis, Derivatives, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
Master of Science, Real Estate Finance
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Finance
First Trust August 2013 - Present
CRT Capital Group November 2011 - August 2013
Deerfield Capital Management July 2005 - July 2011
Piper Jaffray March 2003 - July 2005
Skills
Asset Management, Fixed Income, Valuation, Investments, Bloomberg, Portfolio Management, Capital Markets, Hedge Funds, Bonds, Alternative Investments, Financial Modeling, Securities, Financial Analysis, Derivatives, Equities
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2008 — 2009
Master of Science, Real Estate Finance
University of Colorado Boulder - Leeds School of Business 1998 — 2002
Bachelor of Science, Finance
Anna Edejer's Piper Jaffray Experience July 2003 - October 2004
Job Administrator at KEMA
Industry Management Consulting
Experience
KEMA April 2007 - Present
Nixon Peabody March 2005 - September 2006
Piper Jaffray July 2003 - October 2004
Swiss Re April 2000 - November 2001
PricewaterhouseCoopers March 1999 - April 2000
Holy Names University September 1991 - September 1998
Education
University of Phoenix 1997 — 1999
MA, Global Management
University of the Pacific 1985 — 1986
MA, Business Administration
Holy Names University 1981 — 1984
Bachelor of Arts, Economics and Marketing
De La Salle University 1979 — 1981
Bachelor of Arts, Psychology - Organisational Behavior
KEMA April 2007 - Present
Nixon Peabody March 2005 - September 2006
Piper Jaffray July 2003 - October 2004
Swiss Re April 2000 - November 2001
PricewaterhouseCoopers March 1999 - April 2000
Holy Names University September 1991 - September 1998
Education
University of Phoenix 1997 — 1999
MA, Global Management
University of the Pacific 1985 — 1986
MA, Business Administration
Holy Names University 1981 — 1984
Bachelor of Arts, Economics and Marketing
De La Salle University 1979 — 1981
Bachelor of Arts, Psychology - Organisational Behavior
Elizabeth Child's Piper Jaffray Experience August 1998 - May 2002
Job Executive Director at Northfield Area United Way
Industry Marketing and Advertising
Experience
Northfield Area United Way September 2014 - Present
RedouxU.com May 2013 - Present
Redoux magazine June 2010 - Present
Heartwork Yoga Studio 2004 - Present
Elizabeth Child & Company May 2001 - Present
Piper Jaffray August 1998 - May 2002
Skyway News 1995 - 1998
Yeager Pine and Mundale 1987 - 1992
Skills
Non-profits, Journalism, Fundraising, Publicity, Press Releases, Marketing Strategy, Creative Direction, Marketing, Magazines, Marketing Communications, Creative Writing, New Media, Copy Editing, Email Marketing, Copywriting, Facebook, Community Development, Integrated Marketing, Publications, Strategic Communications, Crisis Communications, Storytelling, Advertising, Online Marketing, Social Media Marketing, Social Networking, Digital Media, Event Planning, Corporate Communications, Content Management, Public Speaking, Public Relations, Social Media, Content Strategy, Digital Marketing, Internal Communications, Proofreading, Brand Development, Publishing, Feature Articles, Research, Editorial, Blogging, Content Development, Event Management, Editing, Media Relations, Speech Writing, Web Content, Newsletters
Education
Connecticut College 1976 — 1980
Bachelor of Arts, English
St. Catherine University
Northfield Area United Way September 2014 - Present
RedouxU.com May 2013 - Present
Redoux magazine June 2010 - Present
Heartwork Yoga Studio 2004 - Present
Elizabeth Child & Company May 2001 - Present
Piper Jaffray August 1998 - May 2002
Skyway News 1995 - 1998
Yeager Pine and Mundale 1987 - 1992
Skills
Non-profits, Journalism, Fundraising, Publicity, Press Releases, Marketing Strategy, Creative Direction, Marketing, Magazines, Marketing Communications, Creative Writing, New Media, Copy Editing, Email Marketing, Copywriting, Facebook, Community Development, Integrated Marketing, Publications, Strategic Communications, Crisis Communications, Storytelling, Advertising, Online Marketing, Social Media Marketing, Social Networking, Digital Media, Event Planning, Corporate Communications, Content Management, Public Speaking, Public Relations, Social Media, Content Strategy, Digital Marketing, Internal Communications, Proofreading, Brand Development, Publishing, Feature Articles, Research, Editorial, Blogging, Content Development, Event Management, Editing, Media Relations, Speech Writing, Web Content, Newsletters
Education
Connecticut College 1976 — 1980
Bachelor of Arts, English
St. Catherine University
Chad Huber's Piper Jaffray Experience September 2005 - Present
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2005 - Present
OrbiMed Advisors May 2005 - September 2005
Education
Denison University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Piper Jaffray September 2005 - Present
OrbiMed Advisors May 2005 - September 2005
Education
Denison University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Lynn Maaske's Piper Jaffray Experience 2005 - 2006
Job Wealth Management Advisor at U.S. Bank
Industry Investment Management
Experience
U.S. Bank September 2012 - Present
US Trust July 2010 - June 2012
US Bancorp Investments and Insurance June 2009 - July 2010
UBS May 2005 - April 2009
Piper Jaffray 2005 - 2006
Investors Management Group August 2003 - April 2005
Wells Fargo October 1993 - August 2003
Wells Fargo Bank 1993 - 2003
Wells Fargo 1993 - 2003
City of Altoona, IA 1987 - 1989
Skills
Wealth Management, Investments, Asset Allocation, Finance, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Wealth Management..., Equities, Fixed Income, Investment Management
Education
Cornell College 1973 — 1977
BSS, Economics & Sociology
Mount Vernon High School 1970 — 1973
U.S. Bank September 2012 - Present
US Trust July 2010 - June 2012
US Bancorp Investments and Insurance June 2009 - July 2010
UBS May 2005 - April 2009
Piper Jaffray 2005 - 2006
Investors Management Group August 2003 - April 2005
Wells Fargo October 1993 - August 2003
Wells Fargo Bank 1993 - 2003
Wells Fargo 1993 - 2003
City of Altoona, IA 1987 - 1989
Skills
Wealth Management, Investments, Asset Allocation, Finance, Portfolio Management, Retirement Planning, Investment Advisory, Asset Management, Alternative Investments, Wealth Management..., Equities, Fixed Income, Investment Management
Education
Cornell College 1973 — 1977
BSS, Economics & Sociology
Mount Vernon High School 1970 — 1973
Matthew Courtney's Piper Jaffray Experience March 2014 - Present
Job Assistant Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray March 2014 - Present
Piper Jaffray March 2012 - March 2014
Piper Jaffray June 2009 - March 2012
MidAmerican Energy May 2008 - June 2009
Skills
Finance, Microsoft Excel, Cash Flow, Financial Analysis, Financial Modeling, Investments, Capital Markets, Investment Banking, Bloomberg, DCF, Securities
Education
Drake University 2005 — 2009
BA, Economics, History
Piper Jaffray March 2014 - Present
Piper Jaffray March 2012 - March 2014
Piper Jaffray June 2009 - March 2012
MidAmerican Energy May 2008 - June 2009
Skills
Finance, Microsoft Excel, Cash Flow, Financial Analysis, Financial Modeling, Investments, Capital Markets, Investment Banking, Bloomberg, DCF, Securities
Education
Drake University 2005 — 2009
BA, Economics, History
Bob Turkington's Piper Jaffray Experience January 1998 - February 2006
Job Vice President, Director of Trading
Industry Financial Services
Experience
Cornerstone Capital Management,Inc. 2006 - Present
Piper Jaffray January 1998 - February 2006
JP Morgan June 1989 - January 1998
Skills
Equity Trading, Series 7, Electronic Trading, Equities, Hedge Funds, Trading Systems, Trading, Bloomberg, Asset Management, ETFs, Risk Management, Fixed Income, Securities, Mutual Funds, Customer Relations, Investments, Series 63, FX, Budgeting, Derivatives, FINRA, Alternative Investments
Education
Dickinson College 1985 — 1989
BA, Political Science
Cornerstone Capital Management,Inc. 2006 - Present
Piper Jaffray January 1998 - February 2006
JP Morgan June 1989 - January 1998
Skills
Equity Trading, Series 7, Electronic Trading, Equities, Hedge Funds, Trading Systems, Trading, Bloomberg, Asset Management, ETFs, Risk Management, Fixed Income, Securities, Mutual Funds, Customer Relations, Investments, Series 63, FX, Budgeting, Derivatives, FINRA, Alternative Investments
Education
Dickinson College 1985 — 1989
BA, Political Science
Blake O'Shaughnessy's Piper Jaffray Experience June 2015 - Present
Job Healthcare Investment Banking at Piper Jaffray
Industry Biotechnology
Experience
Piper Jaffray June 2015 - Present
Sonic Healthcare December 2013 - June 2015
CBLPath November 2006 - December 2013
Skills
Hospitals, Gastroenterology, Healthcare, Product Launch, Oncology, Surgery, Biotechnology, Strategic Planning, Sales, Managed Care
Education
Yale University
Master of Business Administration (M.B.A.)
Dickinson College
BS, Biology
Sewickley Academy
Piper Jaffray June 2015 - Present
Sonic Healthcare December 2013 - June 2015
CBLPath November 2006 - December 2013
Skills
Hospitals, Gastroenterology, Healthcare, Product Launch, Oncology, Surgery, Biotechnology, Strategic Planning, Sales, Managed Care
Education
Yale University
Master of Business Administration (M.B.A.)
Dickinson College
BS, Biology
Sewickley Academy
brett skolnik's Piper Jaffray Experience 2004 - June 2008
Job Managing Director, Head of Healthcare M&A at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
BMO Capital Markets April 2010 - Present
Lux Biosciences, Inc. June 2008 - March 2010
Piper Jaffray 2004 - June 2008
SG Cowen 1996 - 2003
Paine Webber 1995 - 1996
Kidder Peabody 1994 - 1994
Skills
Investment Banking, Healthcare, Mergers, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Lehigh University 1986 — 1990
BS, Mechanical Engineering
Dustin Fedie's Piper Jaffray Experience September 2010 - December 2013
Job Systems Analyst at Piper Jaffray
Industry Information Technology and Services
Experience
Piper Jaffray September 2010 - December 2013
Piper Jaffray May 2007 - September 2010
Skills
Active Directory, Microsoft Exchange, SQL, VMware ESX, SharePoint, Windows Server, Visio, Disaster Recovery, Windows 7, Team Building, Project Management, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Data Analysis
Education
Concordia College 1999 — 2003
Bachelors, Music Theory
Piper Jaffray September 2010 - December 2013
Piper Jaffray May 2007 - September 2010
Skills
Active Directory, Microsoft Exchange, SQL, VMware ESX, SharePoint, Windows Server, Visio, Disaster Recovery, Windows 7, Team Building, Project Management, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Data Analysis
Education
Concordia College 1999 — 2003
Bachelors, Music Theory
Scott Sodokoff's Piper Jaffray Experience 2008 - June 2011
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
Cantor Fitzgerald November 2011 - Present
Citadel Securities June 2011 - September 2011
Piper Jaffray 2008 - June 2011
Bear Stearns 2007 - 2008
UBS 2001 - 2007
Prudential Securities 1987 - 2000
Skills
Bonds, Credit, Capital Markets, Project Finance, Hedge Funds, Fixed Income, Derivatives, Credit Analysis, Investments, Trading, Structured Finance, Equities, Investment Banking, Portfolio Management
Education
Dartmouth College 1983 — 1987
BA, Computer Science
Lawrenceville School 1981 — 1983
High School
Annette Severson's Piper Jaffray Experience August 2003 - September 2004
Job Principal Data Analyst at Colorado Department of Education
Industry Information Technology and Services
Experience
Colorado Department of Education October 2004 - Present
Piper Jaffray August 2003 - September 2004
Skills
Microsoft Excel, Data Analysis, Technical Training, Communication, Business Analysis, Business Process, Leadership, Teamwork, Databases, Customer Service, Technical Writing, Public Speaking
Education
Colorado State University 1999 — 2003
Mathematics, Statistics
Colorado Department of Education October 2004 - Present
Piper Jaffray August 2003 - September 2004
Skills
Microsoft Excel, Data Analysis, Technical Training, Communication, Business Analysis, Business Process, Leadership, Teamwork, Databases, Customer Service, Technical Writing, Public Speaking
Education
Colorado State University 1999 — 2003
Mathematics, Statistics
Thomas Rushin's Piper Jaffray Experience 2000 - 2006
Job Division Consulting Manager at US Bancorp Investments, Inc.
Industry Financial Services
Experience
US Bank August 2009 - Present
UBS August 2006 - 2009
UBS Financial Services 2006 - 2009
Piper Jaffray 2000 - 2006
MetLife Financial Services 1988 - 1999
Skills
Wealth Management
Education
Drake University 1993 — 1994
MBA, Management and Finance
Iowa State University - College of Business 1983 — 1987
BS, Marketing
US Bank August 2009 - Present
UBS August 2006 - 2009
UBS Financial Services 2006 - 2009
Piper Jaffray 2000 - 2006
MetLife Financial Services 1988 - 1999
Skills
Wealth Management
Education
Drake University 1993 — 1994
MBA, Management and Finance
Iowa State University - College of Business 1983 — 1987
BS, Marketing
Brian Millberg's Piper Jaffray Experience May 2006 - August 2008
Job Energy Manager at City of Minneapolis
Industry Renewables & Environment
Experience
City of Minneapolis October 2009 - Present
Piper Jaffray May 2006 - August 2008
Innovative Power Systems April 2003 - April 2006
American Medical Systems September 1984 - March 2003
Valspar Corporation February 1980 - August 1984
UOP, Inc. May 1979 - January 1980
Skills
Cross-functional Team..., Renewable Energy, Strategy
Education
Iowa State University 1975 — 1979
B.S., Chemical Engineering
Cornell University 1974 — 1975
City of Minneapolis October 2009 - Present
Piper Jaffray May 2006 - August 2008
Innovative Power Systems April 2003 - April 2006
American Medical Systems September 1984 - March 2003
Valspar Corporation February 1980 - August 1984
UOP, Inc. May 1979 - January 1980
Skills
Cross-functional Team..., Renewable Energy, Strategy
Education
Iowa State University 1975 — 1979
B.S., Chemical Engineering
Cornell University 1974 — 1975
Kimberly Cleary's Piper Jaffray Experience January 2010 - Present
Job Money Market Trading at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2010 - Present
Piper Jaffray January 2004 - Present
American Express April 1998 - January 2004
Minnesota Advanced Pain Specialists 1993 - 1999
Skills
Fixed Income, Investments, Trading
Education
Concordia University-St. Paul 2004 — 2006
BS, Business
University of Wisconsin-La Crosse 1988 — 1991
Accounting/Music Performance
Piper Jaffray January 2010 - Present
Piper Jaffray January 2004 - Present
American Express April 1998 - January 2004
Minnesota Advanced Pain Specialists 1993 - 1999
Skills
Fixed Income, Investments, Trading
Education
Concordia University-St. Paul 2004 — 2006
BS, Business
University of Wisconsin-La Crosse 1988 — 1991
Accounting/Music Performance
Peter Mahler's Piper Jaffray Experience 2004 - 2006
Job Senior Territory Manager at Medtronic
Industry Medical Devices
Experience
Medtronic Vascular May 2015 - Present
Covidien June 2010 - Present
ev3 October 2007 - May 2010
FoxHollow Technologies August 2006 - October 2007
FoxHollow Technologies January 2006 - July 2006
Piper Jaffray 2004 - 2006
Envestnet PMC September 2001 - September 2003
Skills
Interventional..., Medical Devices, Operating Room, Capital Equipment, Interventional Radiology, Surgeons, Vascular, Cardiology, Market Development, Product Launch, Surgical Instruments, Surgery, Hospitals, Cath Lab, Healthcare, Sales
Education
Dartmouth College 1997 — 2001
BA, History
The Taft School 1995 — 1997
Medtronic Vascular May 2015 - Present
Covidien June 2010 - Present
ev3 October 2007 - May 2010
FoxHollow Technologies August 2006 - October 2007
FoxHollow Technologies January 2006 - July 2006
Piper Jaffray 2004 - 2006
Envestnet PMC September 2001 - September 2003
Skills
Interventional..., Medical Devices, Operating Room, Capital Equipment, Interventional Radiology, Surgeons, Vascular, Cardiology, Market Development, Product Launch, Surgical Instruments, Surgery, Hospitals, Cath Lab, Healthcare, Sales
Education
Dartmouth College 1997 — 2001
BA, History
The Taft School 1995 — 1997
Pete Sirbu's Piper Jaffray Experience 2000 - 2005
Job Vice President Head of Fixed Income Capital Markets Trading at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial April 2010 - Present
RBC Capital Markets March 2005 - April 2010
Piper Jaffray 2000 - 2005
Key Investments February 1997 - February 2000
Ameritrade February 1995 - February 1997
Skills
Series 7, Equities, Capital Markets, Fixed Income, Investments, Trading, Options, Securities, Financial Services, Series 63, Bloomberg, Bonds, Finance, Wealth Management
Education
Colorado State University 1989 — 1994
B.A., Economics
Ameriprise Financial April 2010 - Present
RBC Capital Markets March 2005 - April 2010
Piper Jaffray 2000 - 2005
Key Investments February 1997 - February 2000
Ameritrade February 1995 - February 1997
Skills
Series 7, Equities, Capital Markets, Fixed Income, Investments, Trading, Options, Securities, Financial Services, Series 63, Bloomberg, Bonds, Finance, Wealth Management
Education
Colorado State University 1989 — 1994
B.A., Economics
Kaj Doerring's Piper Jaffray Experience January 1999 - March 2002
Job Partner, Portfolio Manager, Next Century Growth Investors, LLC
Industry Financial Services
Experience
Next Century Growth Investors, LLC January 2004 - Present
ThinkEquity LLC January 2002 - January 2004
Piper Jaffray January 1999 - March 2002
Coherent October 1997 - January 1999
Boehringer Mannheim Diagnostics (Now Roche) June 1996 - October 1997
Bristol-Myers Squibb 1992 - June 1996
Northwest Airlines February 1985 - October 1987
Skills
Portfolio Management, Hedge Funds, Investments, Equity Research, Equities, Venture Capital, Trading, Capital Markets, Series 63, Financial Modeling, Mergers & Acquisitions, Asset Management, Banking, Valuation, Series 7, Competitive Analysis
Education
Concordia College 1981 — 1985
BA, Computer Science/ Biology
Next Century Growth Investors, LLC January 2004 - Present
ThinkEquity LLC January 2002 - January 2004
Piper Jaffray January 1999 - March 2002
Coherent October 1997 - January 1999
Boehringer Mannheim Diagnostics (Now Roche) June 1996 - October 1997
Bristol-Myers Squibb 1992 - June 1996
Northwest Airlines February 1985 - October 1987
Skills
Portfolio Management, Hedge Funds, Investments, Equity Research, Equities, Venture Capital, Trading, Capital Markets, Series 63, Financial Modeling, Mergers & Acquisitions, Asset Management, Banking, Valuation, Series 7, Competitive Analysis
Education
Concordia College 1981 — 1985
BA, Computer Science/ Biology
Jon Sturgis's Piper Jaffray Experience October 2002 - Present
Job Managing Director, Equity Trading at Piper Jaffray
Industry Financial Services
Experience
The Blake School November 2011 - Present
Piper Jaffray October 2002 - Present
Education
Dartmouth College 1994 — 1998
BA, Government
The Blake School November 2011 - Present
Piper Jaffray October 2002 - Present
Education
Dartmouth College 1994 — 1998
BA, Government
Anna Maria Edejer's Piper Jaffray Experience September 2003 - July 2005
Job Manager of Administration for DNV GL Americas
Industry Oil & Energy
Experience
DNV GL April 2007 - Present
Nixon Peabody LLP March 2005 - September 2007
Piper Jaffray September 2003 - July 2005
Swiss Re April 2001 - April 2003
PricewaterhouseCoopers LLP March 1998 - March 2001
Holy Names University 1987 - 1997
Skills
Strategic Planning, Event Planning, Employee Relations, Research, Administrative..., Data Analysis, Recruiting, Microsoft Word, Outlook, Management, Business Strategy, Microsoft Office, Training, Public Speaking, Microsoft Excel, System Administration
Education
Holy Names College 1997 — 1999
Graduate, MBA
De La Salle University 1979 — 1980
BA, Psychology
Saint Paul University 1976 — 1979
Elementary and High School
DNV GL April 2007 - Present
Nixon Peabody LLP March 2005 - September 2007
Piper Jaffray September 2003 - July 2005
Swiss Re April 2001 - April 2003
PricewaterhouseCoopers LLP March 1998 - March 2001
Holy Names University 1987 - 1997
Skills
Strategic Planning, Event Planning, Employee Relations, Research, Administrative..., Data Analysis, Recruiting, Microsoft Word, Outlook, Management, Business Strategy, Microsoft Office, Training, Public Speaking, Microsoft Excel, System Administration
Education
Holy Names College 1997 — 1999
Graduate, MBA
De La Salle University 1979 — 1980
BA, Psychology
Saint Paul University 1976 — 1979
Elementary and High School
Mary Crandall's Piper Jaffray Experience 2000 - 2006
Job Human Capital Partner at United Healthcare
Industry Human Resources
Experience
United Healthcare December 2009 - Present
UBS Financial Services, Inc. – Wealth Management U.S. August 2006 - April 2009
Piper Jaffray 2000 - 2006
USBancorp 1995 - 2000
Education
College of Saint Benedict
Bachelor of Arts, Education
University of Minnesota-Twin Cities
Master of Arts, Education
United Healthcare December 2009 - Present
UBS Financial Services, Inc. – Wealth Management U.S. August 2006 - April 2009
Piper Jaffray 2000 - 2006
USBancorp 1995 - 2000
Education
College of Saint Benedict
Bachelor of Arts, Education
University of Minnesota-Twin Cities
Master of Arts, Education
Randy Hugen's Piper Jaffray Experience September 2003 - December 2008
Job Founder at mostAwesomest Software
Industry Financial Services
Experience
mostAwesomest Software March 2015 - Present
Feltl and Company April 2013 - March 2015
UnitedHealth Group June 2010 - September 2012
Piper Jaffray September 2003 - December 2008
United Health Care January 2002 - July 2002
US Bank 2000 - 2001
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of Minnesota-Twin Cities 2002 — 2004
MBA, MBA
Drake University 1993 — 1995
BSBA, Actuarial Science
mostAwesomest Software March 2015 - Present
Feltl and Company April 2013 - March 2015
UnitedHealth Group June 2010 - September 2012
Piper Jaffray September 2003 - December 2008
United Health Care January 2002 - July 2002
US Bank 2000 - 2001
Education
University of Minnesota - Carlson School of Management 2002 — 2004
MBA, Finance
University of Minnesota-Twin Cities 2002 — 2004
MBA, MBA
Drake University 1993 — 1995
BSBA, Actuarial Science
Vince Curran's Piper Jaffray Experience March 2004 - December 2006
Job Chief Financial Officer Evest Capital & Related Entities
Industry Venture Capital & Private Equity
Experience
Evest Capital & Related Entities May 2007 - Present
Morgan Joseph January 2007 - June 2007
Piper Jaffray March 2004 - December 2006
Vie Financial Group & Vie Securities 2003 - 2004
Swerdlow Real Estate Group (REIT) 1998 - 2003
American Cancer Society 1995 - 2000
KB Holdings & related companies 1994 - 1998
US Life Corp 1988 - 1990
Price Waterhouse 1985 - 1988
Education
Northeastern University - Graduate School of Business Administration
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS, Accounting
Evest Capital & Related Entities May 2007 - Present
Morgan Joseph January 2007 - June 2007
Piper Jaffray March 2004 - December 2006
Vie Financial Group & Vie Securities 2003 - 2004
Swerdlow Real Estate Group (REIT) 1998 - 2003
American Cancer Society 1995 - 2000
KB Holdings & related companies 1994 - 1998
US Life Corp 1988 - 1990
Price Waterhouse 1985 - 1988
Education
Northeastern University - Graduate School of Business Administration
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS, Accounting
Jason Lind's Piper Jaffray Experience March 1999 - February 2001
Job Corporate Sales at NetSuite Covering the Software Vertical in San Francisco
Industry Computer Software
Experience
NetSuite January 2010 - Present
Eastdil Secured September 2005 - 2008
Wells Fargo Securities September 2004 - August 2005
ThinkEquity LLC January 2003 - July 2004
CIBC World Markets February 2001 - June 2002
Piper Jaffray March 1999 - February 2001
Skills
ERP/CRM, Direct Sales, SaaS, Enterprise Software, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Real Estate
Education
Cornell University
B.S., Business Administration
NetSuite January 2010 - Present
Eastdil Secured September 2005 - 2008
Wells Fargo Securities September 2004 - August 2005
ThinkEquity LLC January 2003 - July 2004
CIBC World Markets February 2001 - June 2002
Piper Jaffray March 1999 - February 2001
Skills
ERP/CRM, Direct Sales, SaaS, Enterprise Software, Financial Analysis, Corporate Finance, Financial Modeling, Valuation, Real Estate
Education
Cornell University
B.S., Business Administration
Bridget Grigsby's Piper Jaffray Experience December 1999 - August 2002
Job Commercial Account Manager at American Express
Industry Marketing and Advertising
Experience
American Express June 2014 - Present
Jacobs Management - FLW October 2011 - June 2014
FLW February 2011 - October 2011
Jacobs Management - FLW October 2005 - February 2011
FLW January 2004 - November 2005
FLW August 2002 - January 2004
Piper Jaffray December 1999 - August 2002
Skills
Marketing, Marketing Strategy, Social Media Marketing, Sponsorship, Sponsorship Sales, Sponsorship Activation, Public Relations, Brand Development, Sports Marketing, Integrated Marketing, Brand Management, Press Releases, Relationship Marketing, New Media, Direct Marketing, Strategic Communications, Leadership, Strategy, Online Advertising, Strategic Partnerships, Marketing Communications, Management
Education
William Mitchell College of Law 2002 — 2005
JD, Law
College of Saint Benedict 1995 — 1999
BA, Communication
American Express June 2014 - Present
Jacobs Management - FLW October 2011 - June 2014
FLW February 2011 - October 2011
Jacobs Management - FLW October 2005 - February 2011
FLW January 2004 - November 2005
FLW August 2002 - January 2004
Piper Jaffray December 1999 - August 2002
Skills
Marketing, Marketing Strategy, Social Media Marketing, Sponsorship, Sponsorship Sales, Sponsorship Activation, Public Relations, Brand Development, Sports Marketing, Integrated Marketing, Brand Management, Press Releases, Relationship Marketing, New Media, Direct Marketing, Strategic Communications, Leadership, Strategy, Online Advertising, Strategic Partnerships, Marketing Communications, Management
Education
William Mitchell College of Law 2002 — 2005
JD, Law
College of Saint Benedict 1995 — 1999
BA, Communication
Melissa Danner's Piper Jaffray Experience February 2004 - December 2005
Job Principal Administrative Assistant Human Resources at Minnesota State Colleges and Universities
Industry Human Resources
Experience
Minnesota State Colleges and Universities December 2009 - Present
Momentum West March 2009 - August 2009
Luther Midelfort December 2007 - March 2009
Specailty Food Distribution Company January 2007 - October 2007
Piper Jaffray February 2004 - December 2005
Ameriprise Financial Services, Inc. 1998 - October 2003
Skills
Strategic Planning, Organizational..., Onboarding, Process Improvement, Team Building, Coaching, Employee Engagement, Higher Education, Event Planning, Marketing, Data Analysis, Nonprofits, Microsoft Word, PowerPoint, Leadership, Training, Microsoft Excel, Recruiting, Customer Service, Employee Relations, Microsoft Office, Outlook, Public Speaking, Payroll, Human Resources, Leadership Development, Staff Development
Education
Metropolitan State University 2013 — 2015
Bachelor of Arts (B.A.), Human Resources and Economics
University of Phoenix 2002 — 2003
Business - Marketing
St. Cloud State University 1997 — 1999
Political Science - Public Administration
Concordia College 1996 — 1997
Chemistry
University of Minnesota-Twin Cities 1995 — 1996
Liberal Arts
Blaine High School 1992 — 1996
High School Diploma
Minnesota State Colleges and Universities December 2009 - Present
Momentum West March 2009 - August 2009
Luther Midelfort December 2007 - March 2009
Specailty Food Distribution Company January 2007 - October 2007
Piper Jaffray February 2004 - December 2005
Ameriprise Financial Services, Inc. 1998 - October 2003
Skills
Strategic Planning, Organizational..., Onboarding, Process Improvement, Team Building, Coaching, Employee Engagement, Higher Education, Event Planning, Marketing, Data Analysis, Nonprofits, Microsoft Word, PowerPoint, Leadership, Training, Microsoft Excel, Recruiting, Customer Service, Employee Relations, Microsoft Office, Outlook, Public Speaking, Payroll, Human Resources, Leadership Development, Staff Development
Education
Metropolitan State University 2013 — 2015
Bachelor of Arts (B.A.), Human Resources and Economics
University of Phoenix 2002 — 2003
Business - Marketing
St. Cloud State University 1997 — 1999
Political Science - Public Administration
Concordia College 1996 — 1997
Chemistry
University of Minnesota-Twin Cities 1995 — 1996
Liberal Arts
Blaine High School 1992 — 1996
High School Diploma
Keith Mueller, CIMA®'s Piper Jaffray Experience 1992 - August 2006
Job Certified Investment Management Analyst (CIMA®), Senior VicePresident, Wealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
Piper Jaffray 1992 - August 2006
St. Thomas Academy March 1998 - March 2002
St. Jude of the Lake Catholic Church January 1995 - January 1998
American Heart Association January 1993 - January 1997
Miller, Johnson & Kuehn January 1986 - January 1992
Skills
Series 7 (General..., Series 25 (NYSE Floor..., Series 31 (Managed..., Series 63 (Uniform...
Education
Wharton School of Business 1998 — 1999
Certified Investment Management Analyst (CIMA), Finance, Executive Education Program
University of Saint Thomas 1982 — 1985
BS, Business Administration
Creighton University 1980 — 1982
St. Thomas Academy H.S. 1976 — 1980
UBS Wealth Management August 2006 - Present
Piper Jaffray 1992 - August 2006
St. Thomas Academy March 1998 - March 2002
St. Jude of the Lake Catholic Church January 1995 - January 1998
American Heart Association January 1993 - January 1997
Miller, Johnson & Kuehn January 1986 - January 1992
Skills
Series 7 (General..., Series 25 (NYSE Floor..., Series 31 (Managed..., Series 63 (Uniform...
Education
Wharton School of Business 1998 — 1999
Certified Investment Management Analyst (CIMA), Finance, Executive Education Program
University of Saint Thomas 1982 — 1985
BS, Business Administration
Creighton University 1980 — 1982
St. Thomas Academy H.S. 1976 — 1980
Bryan Schell's Piper Jaffray Experience December 2000 - March 2006
Job Fixed Income Institutional Sales
Industry Banking
Experience
US Bank March 2006 - Present
Piper Jaffray December 2000 - March 2006
Education
Colorado State University 1994 — 1999
BA
US Bank March 2006 - Present
Piper Jaffray December 2000 - March 2006
Education
Colorado State University 1994 — 1999
BA
Steve Jaspers's Piper Jaffray Experience February 1999 - May 2005
Job Senior Director System Services at Carewise Health
Industry Hospital & Health Care
Experience
Carewise Health January 2014 - Present
SHPS May 2009 - Present
Pentair May 2005 - May 2009
Piper Jaffray February 1999 - May 2005
Skills
VMware, Storage Area Networks, VMware ESX, Project Management, Windows Administration, Visio, Hardware, Microsoft SQL Server, Windows, VMware Infrastructure, Unix, Servers, Disaster Recovery, Server Administration, Citrix, System Administration, Active Directory, Virtualization, Databases, SharePoint, SAN
Education
Concordia University-St. Paul 2008 — 2011
BA IT Management, IT Management
Carewise Health January 2014 - Present
SHPS May 2009 - Present
Pentair May 2005 - May 2009
Piper Jaffray February 1999 - May 2005
Skills
VMware, Storage Area Networks, VMware ESX, Project Management, Windows Administration, Visio, Hardware, Microsoft SQL Server, Windows, VMware Infrastructure, Unix, Servers, Disaster Recovery, Server Administration, Citrix, System Administration, Active Directory, Virtualization, Databases, SharePoint, SAN
Education
Concordia University-St. Paul 2008 — 2011
BA IT Management, IT Management
Darrell Watters's Piper Jaffray Experience 1990 - 1993
Job Portfolio Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group 1993 - Present
Piper Jaffray 1990 - 1993
Mid West Stock Exchange/Boyle Securities 1987 - 1989
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Equities, Investment Management, Mutual Funds, Equity Research, Investments, Fixed Income, Investment Strategies
Education
Colorado State University 1982 — 1986
Bachelor of Science (BS), Economics
Janus Capital Group 1993 - Present
Piper Jaffray 1990 - 1993
Mid West Stock Exchange/Boyle Securities 1987 - 1989
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Equities, Investment Management, Mutual Funds, Equity Research, Investments, Fixed Income, Investment Strategies
Education
Colorado State University 1982 — 1986
Bachelor of Science (BS), Economics
Tony Pajak's Piper Jaffray Experience December 1996 - April 2005
Job Information Technology Specialist at MN.IT Services
Industry Information Technology and Services
Experience
MN.IT Services March 2014 - Present
SHPS November 2011 - January 2014
Kroll Ontrack February 2008 - November 2011
TEKsystems 2006 - 2008
Piper Jaffray December 1996 - April 2005
Inacom Corp. 1995 - 1996
PC Express 1995 - 1995
Zeos International 1994 - 1995
Skills
Technical Support, Leadership, Laptops, Active Directory, Disaster Recovery, VMware, Visio, Windows Server, SharePoint, Servers, VMware ESX, Software Documentation, Computer Hardware, Project Management, System Administration, Microsoft Office
Education
Concordia University-St. Paul 1999 — 2005
BA, Information Technology Management
NEI School of Technology
CN-300 LAN Technology and Novell Administration, CN-400 Novell Installation and Troubleshooting
MN.IT Services March 2014 - Present
SHPS November 2011 - January 2014
Kroll Ontrack February 2008 - November 2011
TEKsystems 2006 - 2008
Piper Jaffray December 1996 - April 2005
Inacom Corp. 1995 - 1996
PC Express 1995 - 1995
Zeos International 1994 - 1995
Skills
Technical Support, Leadership, Laptops, Active Directory, Disaster Recovery, VMware, Visio, Windows Server, SharePoint, Servers, VMware ESX, Software Documentation, Computer Hardware, Project Management, System Administration, Microsoft Office
Education
Concordia University-St. Paul 1999 — 2005
BA, Information Technology Management
NEI School of Technology
CN-300 LAN Technology and Novell Administration, CN-400 Novell Installation and Troubleshooting
Janice Starn's Piper Jaffray Experience November 2000 - April 2003
Job Business Office Manager at Augustana Emerald Crest
Industry Accounting
Experience
Augustana Emerald Crest November 2013 - Present
One Hour Cleaners, Inc. and Burdick Properties, Inc. March 2012 - Present
Thies and Talle Management, Inc May 2005 - June 2011
Alpha USA May 2004 - February 2005
Piper Jaffray November 2000 - April 2003
Piper Jaffray August 1998 - November 2000
Dain Rauscher September 1995 - July 1998
Skills
Financial Reporting, Accounting, Reconciliation, Accruals, Financial Analysis, Cash Flow, Software Implementation, Business Process..., Budgets, Management, Account Reconciliation, QuickBooks, Payroll, Accounts Payable, Team Building, Training, Journal Entries, Strategic Planning, Invoicing, Customer Service
Education
Crown College
MA, Organizational Leadership
Minnesota School of Business
AAS, Accounting/Business Administration
University of Minnesota
BA, Child Psychology
Augustana Emerald Crest November 2013 - Present
One Hour Cleaners, Inc. and Burdick Properties, Inc. March 2012 - Present
Thies and Talle Management, Inc May 2005 - June 2011
Alpha USA May 2004 - February 2005
Piper Jaffray November 2000 - April 2003
Piper Jaffray August 1998 - November 2000
Dain Rauscher September 1995 - July 1998
Skills
Financial Reporting, Accounting, Reconciliation, Accruals, Financial Analysis, Cash Flow, Software Implementation, Business Process..., Budgets, Management, Account Reconciliation, QuickBooks, Payroll, Accounts Payable, Team Building, Training, Journal Entries, Strategic Planning, Invoicing, Customer Service
Education
Crown College
MA, Organizational Leadership
Minnesota School of Business
AAS, Accounting/Business Administration
University of Minnesota
BA, Child Psychology
Jeff Cooperman's Piper Jaffray Experience July 2009 - June 2012
Job Corporate Development at Seagate Technology
Industry Computer Hardware
Experience
Seagate Technology August 2014 - Present
McNally Capital April 2013 - June 2013
Piper Jaffray July 2009 - June 2012
Deutsche Bank June 2006 - July 2009
Skills
LBO, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Deal Execution, Investment Banking, Due Diligence, Private Equity, M&A experience, Corporate Development, Management, Corporate Venture..., Strategic Partnerships
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2002 — 2006
AB, English
Seagate Technology August 2014 - Present
McNally Capital April 2013 - June 2013
Piper Jaffray July 2009 - June 2012
Deutsche Bank June 2006 - July 2009
Skills
LBO, Financial Modeling, Financial Analysis, Valuation, Mergers & Acquisitions, Deal Execution, Investment Banking, Due Diligence, Private Equity, M&A experience, Corporate Development, Management, Corporate Venture..., Strategic Partnerships
Education
Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA)
Dartmouth College 2002 — 2006
AB, English
Zeyang Yu's Piper Jaffray Experience January 2014 - Present
Job Student at The University of Chicago
Industry Financial Services
Experience
Piper Jaffray January 2014 - Present
China Investment Corporation July 2012 - September 2012
Communication Bank of China April 2012 - June 2012
Skills
Java, Matlab, C, C++, HTML, SQL, JavaScript, Algorithms, Google App Engine, Amazon Web Services...
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), Computer Engineering, 3.83
Beijing University of Posts and Telecommunications 2007 — 2011
Bachelor's degree, Telecommunication, 83/100
Piper Jaffray January 2014 - Present
China Investment Corporation July 2012 - September 2012
Communication Bank of China April 2012 - June 2012
Skills
Java, Matlab, C, C++, HTML, SQL, JavaScript, Algorithms, Google App Engine, Amazon Web Services...
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics
Columbia University in the City of New York 2011 — 2013
Master of Science (MS), Computer Engineering, 3.83
Beijing University of Posts and Telecommunications 2007 — 2011
Bachelor's degree, Telecommunication, 83/100
Dean Schaefer's Piper Jaffray Experience October 2001 - September 2006
Job
Industry
Experience
Accenture - Navitaire October 2006 - June 2012
Piper Jaffray October 2001 - September 2006
Conseco Finance September 1999 - March 2001
Skills
Microsoft Dynamics CRM, Microsoft Enterprise..., Unix, Cisco VPN, Microsoft office, F5 Network Load Balance, SQL Server Management..., SunGard Global Trader, Thompson Beta Systems, Bonddesk, Websphere, Project Planning, Project Management, Change Management, Incident Management, Problem Management, MVS, AS400 system, Microsoft Excel, Active Directory, ADFS, VMware ESX, VMware, Data Center, Ethernet, TCP/IP, SharePoint, BMC Remedy, SiteScope, NetApp Filers, EMC Storage, Encryption, IIS, Web Applications
Education
Dakota County Technical College 2001 — 2001
CCNA Networking
University of Minnesota-Twin Cities 1998 — 1999
Technical Program Vocational Unix Systems
Accenture - Navitaire October 2006 - June 2012
Piper Jaffray October 2001 - September 2006
Conseco Finance September 1999 - March 2001
Skills
Microsoft Dynamics CRM, Microsoft Enterprise..., Unix, Cisco VPN, Microsoft office, F5 Network Load Balance, SQL Server Management..., SunGard Global Trader, Thompson Beta Systems, Bonddesk, Websphere, Project Planning, Project Management, Change Management, Incident Management, Problem Management, MVS, AS400 system, Microsoft Excel, Active Directory, ADFS, VMware ESX, VMware, Data Center, Ethernet, TCP/IP, SharePoint, BMC Remedy, SiteScope, NetApp Filers, EMC Storage, Encryption, IIS, Web Applications
Education
Dakota County Technical College 2001 — 2001
CCNA Networking
University of Minnesota-Twin Cities 1998 — 1999
Technical Program Vocational Unix Systems
Greg Leddy's Piper Jaffray Experience January 1992 - January 1999
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 1999 - Present
Piper Jaffray January 1992 - January 1999
Skills
Help families and..., Manage 401k rollovers
Education
Colorado College
Economics
The London School of Economics and Political Science (LSE)
Wells Fargo Advisors, LLC March 1999 - Present
Piper Jaffray January 1992 - January 1999
Skills
Help families and..., Manage 401k rollovers
Education
Colorado College
Economics
The London School of Economics and Political Science (LSE)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS