Experience
Interest for Others Foundation   2014 - Present
Briggs and Morgan, P.A.   1992 - 2007
Piper Jaffray   1989 - 1992
Goan Dolan Oehler Incorporated   1986 - 1989
Lindquist & Vennum  1965 - 1986
U.S. Securities and Exchange Commission   1963 - 1965

Skills
Philanthropy, Finance, Management, Fundraising, Financial Advisory, Securities, Charities, Mergers & Acquisitions, Banking, Start-ups

Education
University of Minnesota Law School   1960 — 1963
Juris Doctor (J.D.)

Georgetown University   1956 — 1959
Bachelor's Degree, History and Philosophy

Experience
Emory University Goizueta Business School  August 2014 - Present
Piper Jaffray   May 2015 - July 2015
Eagle Asset Management  July 2011 - July 2014
Raymond James Financial Inc.  2009 - 2011
PLANCO  2007 - 2009

Skills
Asset Management, Financial Modeling, Financial Analysis, Alternative Investments, Risk Management, Management, Business Development, Life Insurance, Variable Annuities, Sales, Mutual Funds

Education
Emory University - Goizueta Business School   2014 — 2016
Master of Business Administration (MBA), Investment Banking / Alternative Investments

University of Florida   2003 — 2007
Bachelor of Science, Finance ; Classical Studies

Experience
Piper Jaffray   September 2013 - Present
Seattle-Northwest Securities Corporation  September 2008 - September 2013
Watermark Credit Union  March 2007 - May 2008

Skills
Outlook, Word, Excel, PowerPoint, Adobe Acrobat, ACT, Microsoft Office, Microsoft Word, Employee Benefits, Microsoft Excel, Human Resources, Administration, Employee Relations, Finance, Process Improvement

Education
Western Washington University   2004 — 2006
BA, Sociology

Edmonds Community College   2002 — 2004
AA Transfer

Bainbridge High School

Experience
UnitedHealth Group  December 2014 - Present
Piper Jaffray   November 2010 - December 2014
Piper Jaffray   August 2007 - October 2010
Mindware  January 2006 - August 2007
Mindware  July 2005 - January 2006

Skills
Financial Analysis, Accounting, Financial Reporting, Analysis, Microsoft Excel, Strategic Planning, Budgets, General Ledger, Forecasting, Process Improvement, Outlook, Negotiation, Auditing, Financial Modeling, Account Reconciliation, Variance Analysis, PowerPoint, Microsoft Office, Research, Windows, Inventory Management, Coordination, Budgeting

Education
Hamline University   2008 — 2009
Master of Business Administration (M.B.A.), Business Administration

College of St. Catherine   2002 — 2007
Bachelor of Arts (B.A.), Accounting

Experience
SunTrust Robinson Humphrey  April 2015 - Present
SunTrust Robinson Humphrey  July 2014 - April 2015
Piper Jaffray   July 2012 - July 2014
Fidus Partners  March 2011 - July 2011
Tobin & Company Investment Banking Group LLC  January 2011 - March 2011
UNCW Men's Basketball   June 2006 - May 2010

Skills
Valuation, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Microsoft Excel, Analysis

Education
Duke University - The Fuqua School of Business   2011 — 2012
Master of Science (MS), Management

University of North Carolina at Wilmington   2006 — 2010
Bachelor of Science, Business Administration, Finance

Experience
Piper Jaffray   April 2015 - Present
Target  November 2014 - April 2015
Cargill  July 2006 - November 2014
Cargill  April 2004 - July 2006

Skills
Nexus 7k, Cisco Wireless, LAN-WAN, Infoblox, Cisco Nexus, Cisco IOS, DHCP, DNS, Routing, Cisco Technologies, Network Architecture, Switches, Catalyst Switches, Network Engineering, Network Administration, Data Center, EIGRP, Wireless Networking, Nexus, Networking, Troubleshooting, ITIL, Disaster Recovery, Routers

Education
Hennepin Technical College   1997 — 2000
Networking and Data Communications Diploma

Osseo Senior High

Experience
Stifel Financial Corp.  November 2014 - Present
Piper Jaffray   January 2011 - Present
Vining Spark IBG   2010 - 2011
Wells Fargo  2008 - 2010
Rainier Investment Management  2006 - 2008
Ragen MacKenzie  1999 - 2006

Education
Hobart and William Smith Colleges

Vassar College

Experience
Quad Cities Investment Group   2010 - Present
UBS  2006 - 2009
Piper Jaffray   2001 - 2006
Merrill Lynch  2000 - 2001

Education
Illinois State University   1980 — 1985
Bachelor of Science with Honors, Biological Sciences, Chemistry

Experience
Piper Jaffray   September 2015 - Present
Hyperion Therapeutics  July 2014 - May 2015
Elsevier  January 2012 - December 2012
Elsevier  October 2010 - January 2012
Elsevier  July 2008 - October 2010
Seattle Genetics  2007 - 2007

Skills
Competitive Analysis, Strategy, Publishing, Marketing Strategy, Market Research, Product Management, Market Analysis, Cross-functional Team..., Strategic Planning, Sales, Strategic Partnerships, Business Development, Product Marketing, Financial Modeling, Business Strategy, Management

Education
INSEAD   2013 — 2013
MBA

Haverford College   2004 — 2008
B.S., Biology and Economics

Experience
Charities Review Council  July 2012 - Present
Target  April 2007 - July 2012
Piper Jaffray   September 1989 - August 2006

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, HTML, Non-profits, Non-profit Leadership, Nonprofits, Leadership, Program Development, Program Management, Public Speaking, Philanthropy, Community Outreach, Leadership Development, Community Development, Foundations, Fundraising, Editing, Organizational..., Strategic Planning

Education
Gustavus Adolphus College   1984 — 1988
Bachelor of Arts (B.A.), Sociology and Anthropology

Experience
Michael Kelly Associates   September 2015 - Present
Highground Capital Management, LLC   January 2011 - Present
Fred Alger Management  April 2002 - January 2011
Lehman Brothers  June 1999 - April 2002
Piper Jaffray   September 1998 - June 1999
SulzerMedica USA   February 1998 - September 1998
Johnson & Johnson  July 1996 - February 1998
Johnson & Johnson  July 1993 - November 1994
U.S. Army   May 1988 - July 1993

Education
United States Military Academy at West Point   1984 — 1988
B.S. Engineering

Harvard Business School   2013 — 2013
Advanced Management Program (AMP 185)

Experience
RBC Wealth Management  June 2014 - Present
McGee Wealth Management   April 2012 - June 2014
Wells Fargo Advisors  April 2007 - April 2012
Piper Jaffray   August 2005 - April 2007
UBS  January 2001 - August 2005

Education
Eastern Washington University   1995 — 1998
Bachelor of Science (B.S.), Community Health Education

Experience
USBI - US Bancorp Investments   December 2010 - Present
VALIC  March 2009 - December 2010
UBS  October 2006 - September 2007
Morgan Stanley  April 1994 - September 2006
Piper Jaffray   November 1985 - April 1994

Skills
Marketing, Investments, Recruiting, Management, Wealth Management, Finance, Training, Series 7, Series 63, Mutual Funds, Small Business Lending, Commercial Lending, Banking, Portfolio Management, Consumer Lending, Financial Services, Retirement Planning

Education
Hamline University   1979 — 1982
BA, Business

Samford University

Samford University

Samford University

West High School

West High School

Experience
CastleOak Securities, L.P.   December 2014 - Present
Piper Jaffray   September 2009 - September 2014
RBC Capital Markets  February 2008 - May 2009
CIBC World Markets  February 2007 - February 2008
FutureTrade Securities   2003 - 2007
Bloomberg Tradebook  2000 - 2003
Bloomberg  1996 - 2003
Morgan Stanley  1993 - 1995

Skills
Equity Trading, Electronic Trading, Market Data, Equities, Trading Systems, Hedge Funds, Relationship Marketing, Capital Markets, Fixed Income, Series 7, Trading, Options, Securities, Series 63, Derivatives, Portfolio Management, Asset Management, Bloomberg, Bonds, Investment Banking, Financial Markets, Alternative Investments, Investments, Equity Derivatives, ETFs, Equity Research, FINRA, Structured Products, Series 24, Mutual Funds, Prime Brokerage, Asset Allocation, FX Options, Investment Management, Investment Strategies, Trading Strategies, Emerging Markets, Investment Advisory, Proprietary Trading, Private Equity, Hedging, Wealth Management, Bloomberg Terminal

Education
Florida A&M University   1987 — 2003
Master of Business Administration (MBA), Finance

Florida Agricultural and Mechanical University   1987 — 1993
Business

Experience
Piper Jaffray   June 2015 - Present
Alliance Consumer Growth, LLC   July 2014 - September 2014
Sesame Workshop  May 2013 - August 2013
StudentsFirst  June 2012 - August 2012
charity: water  2009 - 2011

Skills
Fundraising, Microsoft Office, Social Media, Community Outreach, Team Facilitation, Mediation, Research, Public Speaking, Event Planning, Editing, Nonprofits, Workshop Facilitation, Literary Criticism, Volunteer Management, Staff Development, Teaching, Microsoft Excel, Valuation

Education
Haverford College   2011 — 2015
Bachelor of Arts (BA), History

Dartmouth College - The Tuck School of Business at Dartmouth   2014 — 2014
Bridge Program

The University of Edinburgh   2013 — 2014

Ethical Culture Fieldston School   2007 — 2011
High School

Experience
Piper Jaffray   June 2015 - Present
Sterne Agee  January 2015 - June 2015
Third Rail Mobility   September 2007 - September 2014
Citi  June 2005 - September 2007

Skills
Product Development, Strategy, Mergers & Acquisitions, New Business Development, Finance, Supply Chain..., Financial Accounting, Early-stage Startups, Financial Modeling, Operations Management, Consumer Products, Product Management, Supply Chain Management, Financial Analysis, Strategic Partnerships, Marketing Strategy, Consumer Electronics, Entrepreneurship, Social Media, Brand Development, E-commerce, Angel Investing, Investment Banking, Corporate Development, Marketing, Social Media Marketing, New Media, Venture Capital, Intellectual Property, Idea Generation, Pitching Ideas, Start-up Ventures, Product Design, User Experience, User Interface Design, Management, Project Management, Sales Management, Business Development, Product Marketing, Competitive Analysis

Education
Emory University   2001 — 2005

Experience
Piper Jaffray   July 2014 - Present
Edgeview Partners  May 2013 - August 2013
AREVA NP  January 2009 - June 2012
INVISTA  January 2007 - August 2008

Skills
Root Cause Analysis, AFT Fathom, Design Engineering, Team Leadership, Nuclear Power Plants, Financial Modeling, Valuation, Nuclear Engineering, Engineering, Nuclear, Energy, Process Engineering, Power Generation, Renewable Energy, Testing, Reactor, Project Engineering, Mechanical Engineering, Engineering Management, Financial Analysis, Management, Project Management, Due Diligence, Corporate Finance

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2012 — 2014
Master of Business Administration (MBA), Corporate Finance

ESADE Business & Law School   2014 — 2014

University of South Carolina-Columbia   2004 — 2008
B.S., Chemical Engineering

Experience
Integrated Governance Solutions  July 2014 - Present
Minnesota Historical Society  March 2014 - Present
Hamline University Law School   January 2007 - Present
HealthEast Care Systems   January 2002 - January 2015
Advanced Capital Group   January 2013 - January 2014
Berthel Schutter LLC   January 1998 - January 2013
Arthur Andersen LLP  January 1996 - January 1998
Piper Jaffray   January 1989 - January 1993
Merrill Lynch  January 1983 - January 1989

Skills
Finance, Public Speaking, Policy, Strategic Planning, Fundraising, Nonprofits, Management, Non-profits, Hospitals, Leadership, Healthcare

Education
Harvard Business School   2013 — 2013
Executive Program, Healthcare

Harvard University Kennedy School of Government   2003 — 2003
Executive Program, Healthcare Policy

Harvard University Kennedy School of Government   1993 — 1994
MPA

University of Northern Iowa   1969 — 1975
BA

Experience
NetSuite, ERP Implementations, Start Ups   February 2012 - Present
Security Finance Company   August 2006 - January 2012
Smith-Craine Finance   March 2004 - July 2006
Piper Jaffray   February 2003 - February 2004
California Pacific Medical Center  April 2001 - December 2002
The Perinatal Council   July 1996 - March 2001
Bank of America  April 1995 - June 1996

Skills
CPA, Accounting, Financial Analysis, Finance, Financial Accounting, Financial Statement..., Accountant, Chartered Accountant, Spreadsheets, Portfolio Management, Commercial Real Estate, Property Accounting, Yardi Property..., Microsoft Excel, NetSuite, Cloud Accounting, Cloud Computing, Web-Based Accounting, Financial Statements, SaaS, Investments, Budgets, Auditing, Public Speaking, Banking, Business Strategy, GAAP, Start-ups, Payroll, Cash Management, QuickBooks, Mergers, Account Reconciliation, Pivot Tables, Accounts Receivable, Leadership, Mergers & Acquisitions, Management, Internal Audit, Cash Flow, Small Business, Due Diligence, Credit, Financial Services, CRM, Financial Modeling, Managerial Finance, Financial Reporting, Accounts Payable, Sarbanes-Oxley Act

Education
University of California, Berkeley   2012 — 2014
Certificate Program, Entrepreneurship and Small Business Management, 4.0 /4.0

Golden Gate University   1998 — 2001
MS, Finance

The University of Texas at San Antonio   1985 — 1989
BBA, Accounting

Stanford University
CS183B Starting a StartUp with Sam Altman, President, Y Combinator, A business course with lectures, reading materials, assignments for people starting StartUps, In Progress

Experience
Toyota Technological Institute at Chicago (TTIC)   March 2015 - Present
International Trading Group  September 2013 - September 2014
University of Chicago Booth School of Business  July 2013 - September 2013
Piper Jaffray   June 2013 - August 2013
Huazhong University of Science and Technology  October 2009 - June 2011

Skills
C++, Java, Matlab, SPSS, Bloomberg, VBA, Microsoft Excel, SQL, Mathematical Modeling, Option Pricing Models, Monte Carlo Simulation

Education
University of Chicago   2012 — 2013
Master of Science (M.S.), Financial Mathematics, 3.88

Huazhong University of Science and Technology   2008 — 2012
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering, 88

The University of Chicago
Master’s Degree, Computer Science and Statistics

Experience
HealthFitness  March 2013 - Present
HealthFitness  October 2011 - March 2013
HealthFitness  January 2007 - September 2011
Franchise Times Corporation   August 2005 - January 2007
Freelance Writer  1998 - 2005
Piper Jaffray   1995 - 1998
SuperValu  1994 - 1995

Skills
Newsletters, Copywriting, Social Media, Press Releases, Wellness, Strategic Communications, Corporations, Leadership, Content Writing, Creative Strategy, B2B, Health Promotion, Marketing, Marketing Communications, Content Management, Internal Communications, Public Relations, Writing, Marketing Strategy, Strategy, Employee Wellness, Content Strategy, Advertising, Blogging, Corporate Wellness, Health, SEO, Social Media Marketing, Brand Management, Brand Awareness, Google Analytics, Multi-channel Marketing, Website Updating, Digital Marketing, Digital Strategy, Lead Generation, Brand Development, Trade Shows, Email Marketing, Thought Leadership, Organic Search, Direct Marketing

Education
Gustavus Adolphus College
Bachelor of Arts, Speech Communications

Experience
Avinger, Inc.   January 2011 - Present
The Picket Fence   August 2009 - March 2011
JBS Consulting LLC   2005 - 2010
FoxHollow Technologies  February 2004 - March 2009
Olive Hill Development   2004 - 2005
Piper Jaffray   1998 - 2004

Skills
Budgeting, Strategic Planning, Negotiation, Medical Devices, Event Management, Sales Management, Budgets, Product Development

Education
Southern Vermont College   1991 — 1995
BS

Heald College   1975 — 1976

Experience
Piper Jaffray   February 2015 - Present
Mahtomedi Basketball Association   2012 - Present
Ace in the City   2008 - January 2015
Navidar Group LLC   May 2013 - December 2014
Digital River, Inc.   July 2008 - March 2013
Softonic International S.L.   December 2009 - February 2013
Delivery Agent, Inc.   April 2012 - January 2013
fatfoogoo AG   2009 - 2010
Piper Jaffray & Co.   2006 - 2008
Piper Jaffray   2004 - 2006

Skills
Business Development, Mergers, Financial Analysis, Corporate Development, Investments, Business Strategy, Strategic Planning, E-commerce, Financial Modeling, Mobile Devices, Due Diligence, Venture Capital, Start-ups, Cross-functional Team..., Program Management, Strategy, Strategic Partnerships, IPO, Acquisiton, Enterprise Software, Mergers & Acquisitions, Valuation, Finance, Private Equity

Education
Gustavus Adolphus College   1993 — 1997
Bachelor of Arts (B.A.), Finance

Experience
Piper Jaffray   June 2014 - Present

Skills
Editing/Proofreading, Writing, Microsoft Office, Adobe Creative Suite, Creative Writing, Proofreading, Editing, Blogging, Facebook, Adobe Acrobat, Technical Writing, Social Networking, Outlook, WordPress, PowerPoint, InDesign

Education
Hamline University   2009 — 2012
Bachelor of Arts (BA)

Minneapolis College of Art and Design   2007 — 2008

Experience
U.S. Wealth Management   January 2013 - Present
Macquarie Group  2011 - 2012
Piper Jaffray   May 2009 - March 2011
Fidelity Investments  June 1986 - March 2009

Skills
Holistic Financial..., Equity Trading, Wealth Management, Capital Markets, Investments, Equities, Trading, Finance, Mutual Funds, Series 7, Series 63, Series 66, Electronic Trading, Securities

Education
Gordon College   1981 — 1985
Bachelor's degree, History

Experience
Anytime Fitness  October 2012 - Present
Anytime Fitness  January 2010 - October 2012
Thomson Reuters  April 2008 - January 2010
Rosemount Office Systems  2007 - 2008
SightLine Partners   2005 - 2007
RBC Dain Rauscher  2003 - 2005
Piper Jaffray   June 2001 - August 2002

Education
Hamline University   2008 — 2010
MBA

University of Wisconsin-Eau Claire   1998 — 2003
BBA, Accounting/Operations Management

Experience
35W Financial   March 2010 - December 2013
Barbi Lee School of Dance Arts   1999 - 2013
Edina Swim Club  2011 - 2012
Piper Jaffray   2007 - 2010
Churchill Capital, Inc.   1994 - 2007
Norwest Investment Services  1986 - 1994

Skills
Middle Market, Investment Banking, Fixed Income, Credit Analysis, Capital Markets, Financial Modeling, Portfolio Management, Bonds, Valuation, Derivatives, Mezzanine, Private Equity, Investments, Leveraged Finance, Asset Managment, Corporate Finance, Loans, Mergers, High Yield, Treasury Management, Risk Management, Series 7, Financial Analysis, Equities, Securities, Bloomberg, Asset Management, Mergers & Acquisitions, Finance

Education
College of St. Thomas -- St. Paul, Minnesota   1972 — 1973
Master's Degree, Teaching

Harvard University   1967 — 1971
AB, U.S. History

Blake School

Experience
Beacon Health Strategies  June 2015 - Present
Harvard Business School  2014 - Present
Target  March 2014 - May 2014
Target  May 2013 - March 2014
Target  December 2011 - May 2013
Piper Jaffray   July 2009 - June 2011
Piper Jaffray   May 2008 - August 2008

Skills
Investment Banking, Corporate Development, Financial Modeling, Business Development, Financial Analysis, Valuation, Strategy, Corporate Finance, Due Diligence, Mergers, Competitive Analysis, Finance

Education
Harvard Business School   2014 — 2016
Master of Business Administration (M.B.A.)

Emory University - Goizueta Business School   2005 — 2009
BBA, Finance & Accounting

Experience
Securian Financial Group  2004 - Present
Advantus Capital Management  2004 - Present
Securian Funds Trust   2012 - Present
Ameriprise Financial  1992 - 2004
Piper Jaffray   1990 - 1992
US Bank  1985 - 1990

Skills
Investments, Fixed Income, Mutual Funds, Investment Management, Hedging, Funding, Asset Allocation, Treasury, Securities, Asset Management, Investment Advisory, Series 7, Equities, Portfolio Management, Wealth Management, Alternative Investments, Bonds

Education
Indiana University - Kelley School of Business   1982 — 1984
MBA, Finance

Minnesota State University, Mankato
BS, Business

Experience
Tullett Prebon  December 2014 - Present
B. Riley & Co.   January 2014 - December 2014
ITG  May 2013 - January 2014
Piper Jaffray   March 2012 - May 2013
Scotiabank  March 2008 - March 2012
Harvey Young & Yurman   June 1996 - September 2001

Skills
Excel, Bloomberg, Customer Relations, Equity Trading, Trading, Options, Portfolio Management, Risk, Microsoft Excel, Financial Risk, Equities, Hedging, Hedge Funds, Trading Systems, Electronic Trading, Fixed Income, Risk Management

Education
Fordham University   2001 — 2005
Bachelor, Finance

Xavier Highschool   1997 — 2001

Experience
Sterling National Bank  June 2015 - Present
Western Alliance Bancorporation  July 2011 - June 2015
Piper Jaffray   February 2004 - May 2011
FTI Consulting  2001 - 2004

Skills
Municipal bond..., Municipal credit expert, Debt Restructuring, Public Finance, Portfolio Management, Financial Modeling, Capital Markets, Finance, Structured Finance, Municipalities, Bonds, Fixed Income, Municipal Bonds, Credit, Investments, Loans, Project Finance, Valuation

Education
Northwestern University   2015 — 2017
MPP/MPA, Public Administration

Georgetown University   1997 — 1999
MBA, Finance

University of Arizona   1987 — 1991
BSBA, Finance

Experience
RBC Wealth Management  January 2015 - Present
RBC Wealth Management  November 2013 - Present
Medica  October 2010 - November 2013
HomeServices of America  October 2006 - October 2010
USBank  2005 - 2006
Piper Jaffray   1996 - 2005
The Pillsbury Company  1994 - 1996
TDS  1989 - 1994
Tombstone Pizza   1987 - 1989

Skills
HRIS, Employee Benefits, Performance Management, Deferred Compensation, Human Resources, PeopleSoft, ADP Payroll, Payroll, Taleo, Personnel Management, Leadership, Ultimate Software, Accero (Cyborg), Compensation, Benefits, SuccessFactors, Executive-level..., Change Management, Recruiting, Onboarding, Management, Process Improvement, Talent Management, Strategy, Benefits Administration

Education
Edgewood College
MBA, HR

University of Wisconsin-Stevens Point
BA, Business, Computer Systems

Experience
RiverSource  May 2015 - Present
"On Call" - LFD   October 2010 - Present
Lakeville Fire Department   February 2008 - Present
Ameriprise Financial Services, Inc.   November 2012 - May 2015
Ameriprise Financial Services, Inc.   November 2010 - November 2012
Ameriprise Financial Services, Inc.   April 2005 - August 2010
Piper Jaffray   February 2001 - September 2004

Skills
Series 7, Financial Services, Social Media, Public Speaking, Coaching, Team Building, Series 63, Investments, Strategic Financial..., Team Leadership, Strategic Planning, Retirement Planning, Retirement, Insurance, Asset Allocation, Financial Advisory, Wealth Management, Sales, Business Development, FINRA, Investment Advisory, Mutual Funds, Estate Planning

Education
Dunwoody College of Technology   2005 — 2006
Automotive

University of Wisconsin-Eau Claire   1995 — 2000
Bachelor of Arts (B.A.), English Language and Literature/Letters

Lakeville High School   1992 — 1995

Experience
SanMar  June 2003 - Present
Lake Washington Partners   January 2006 - Present
Piper Jaffray   August 1999 - May 2002

Skills
Retail, Marketing Strategy, Trade Shows, Merchandising, Apparel, Marketing, Product Development, Negotiation, Strategic Planning, Social Media, Business Strategy, Leadership, Contract Negotiation, Inventory Management, Direct Marketing, Sportswear, Selling, Creative Direction, Corporate Gifts, E-commerce, Sales Operations, Team Building, B2B, Private Label

Education
Northwestern University - Kellogg School of Management   2002 — 2003
MBA

Emory University - Goizueta Business School   1995 — 1999
BBA, Business/Commerce, General

Lakeside School   1991 — 1995
High School

Experience
Business Development & Financial Analyst Higher Education, Sports & Athletics   2015 - Present
Punch & Associates Investment Management, Inc.   2008 - 2015
GlobalBridge   2006 - 2008
Piper Jaffray   2003 - 2005
MasteryPoint Financial Technologies   2000 - 2003
SunGard Data Systems, Inc.   1998 - 2000
EBF & Associates  1991 - 1997

Skills
New Business Development, Client Relations, Statistical Data..., CRM, Sales, Sales Presentations, Product Marketing, Strategic Planning, Web Content Management, Sports, Athletics, Endowments, Foundations, Investments, Equities, Securities, Financial Analysis, Prospect Research, Strategic Prospecting, Asset Management, Team Building

Education
Gustavus Adolphus College
BA, Economics

Henry Sibley HS

Experience
MindTouch   July 2015 - Present
PeakSpan Capital   February 2015 - Present
Greycroft Partners  August 2014 - February 2015
Investor Growth Capital  August 2011 - August 2014
Piper Jaffray   July 2009 - August 2011
Jordan Edmiston Group  May 2008 - September 2008

Skills
Valuation, Financial Modeling, Venture Capital, Investment Banking, M&A experience, Due Diligence, Financial Analysis, Deal Execution, Business Valuation, Mergers

Education
Georgetown University - The McDonough School of Business
B.S., Finance, Cum Laude

Experience
Marin Software  July 2015 - Present
Cognizant Technology Solutions  December 2013 - July 2015
Hewlett-Packard  2012 - 2013
Hewlett-Packard  2010 - 2012
Hewlett-Packard  2009 - 2010
Citi Investment Research  2005 - 2009
Piper Jaffray   2003 - 2005
McKinsey & Company  2000 - 2002
Oracle Corporation  1997 - 1999

Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Management, Analytics, Financial Analysis, Valuation, Corporate Finance, Business Planning, Strategic Planning, Business Strategy, Business Development, Leadership, SaaS, Enterprise Software, Finance, Analysis, Corporate Development, Research, Due Diligence, Business Process..., Mergers, Business Intelligence, Consulting, Marketing Strategy, Equities, Competitive Analysis, Strategic Partnerships, Investments, Start-ups, IPO, Organizational Design, Analyst Relations, Cloud Computing, Organizational..., M&A integration

Education
Harvard Business School
MBA

UCLA
BA

Experience
Brokers International Financial Services, LLC  December 2013 - Present
ING Financial Partners  June 2006 - August 2013
Piper Jaffray   March 2001 - June 2006

Skills
Series 7, Securities, Financial Services, Insurance, Risk Management, Investments, Retirement Planning, Mutual Funds, Wealth Management, Series 24, Management, Process Improvement, Asset Management, Strategic Planning, Fixed Annuities, Retirement, Program Management, Investment Advisory, Strategic Financial..., Vendor Management, Business Analysis, Team Building, SDLC

Education
Eastern Illinois University

Experience
Petsky Prunier LLC  March 2012 - Present
North Point Advisors  April 2009 - February 2012
The Ritz-Carlton Club Aspen Highlands   2003 - October 2011
Cantor Fitzgerald  August 2006 - April 2009
Ross Road Partners   June 2002 - August 2006
Piper Jaffray   1995 - 2002
Montgomery Securities  1992 - 1995

Skills
Market Development, Private Placements, Capital Markets, Investment Banking, Corporate Advisory, Mergers, Private Equity, Corporate Finance, Valuation, Due Diligence, Strategy, Entrepreneurship, Asset Management, Business Development, Investments, Hedge Funds, Equity Research, Alternative Investments, Financial Analysis, New Business Development, Financial Services, Start-ups, Cross-functional Team..., Leadership, Executive Management, M&A experience, Finance, Strategic Planning, Financial Modeling, Corporate Development, Business Strategy, Emerging Markets, LBO, Structured Finance, Financial Structuring, Leveraged Finance, Management, Portfolio Management, Growth Capital, Angel Investing, IPO, Restructuring, Acquisitions, Divestitures, Capital Raising, Business Valuation, Investor Relations, Equity Valuation, Deal Sourcing, Equities

Education
Harvard Business School   1981 — 1983
MBA, Finance

University of Pennsylvania
BA, Sociology/Political Science

Experience
Q4 Wealth Management, Inc.   November 2009 - Present
Cascade Financial Management, Inc.   September 2002 - November 2009
Robert W. Baird  October 1998 - September 2002
Piper Jaffray   August 1993 - September 1998
The Nielsen Company  1991 - 1993
The Pillsbury Company  1989 - 1991
Procter and Gamble Richardson Vicks   August 1986 - October 1989
Procter and Gamble  June 1985 - July 1986

Education
CEG Worldwide Wealth Management Consulting Program   2007 — 2007

Emory University   1981 — 1985
BA, History

Experience
Protege Partners  December 2013 - Present
Piper Jaffray   June 2012 - November 2013
Georgetown University  September 2008 - May 2012

Skills
Equity Research, Microsoft Excel, Bloomberg, Investments, Economics, Financial Modeling, Valuation, Financial Analysis, Bloomberg Terminal, Investment Banking, Due Diligence, Econometrics, Stata, Research, Mandarin, Development Economics

Education
The London School of Economics and Political Science (LSE)
General Course, Math and Economics

Georgetown University
Bachelor of Arts (B.A.), Economics and Mathematics

The Lawrenceville School

Experience
Granicus, Inc.   March 2015 - Present
Proprietary Capital, LLC.   February 2004 - August 2013
Countrywide Financial Corp  1997 - 2003
Piper Jaffray   1996 - 1997
Everen Securities  October 1995 - August 1996
Parnassus Investments  June 1994 - August 1994

Skills
Valuation, Financial Modeling, Investments, Fixed Income, Trading, Hedge Funds, Portfolio Management, Alternative Investments, Bloomberg, Equities, Finance, Financial Analysis, Capital Markets, Investment Banking, Derivatives, Due Diligence, Structured Products, Financial Markets, Securities, Securitization, Interest Rate..., Asset Management, Structured Finance, Swaps, ABS, MBS, Ruby, Ruby on Rails, Git, Test Driven Development, React JS

Education
DaVinci Coders
Ruby on Rails Immersion

University of Illinois at Urbana-Champaign - College of Business   1993 — 1995
MBA, International Business

University of Colorado Boulder   1987 — 1991
B.S., Finance

ESADE Business & Law School   1995 — 1995
Master of Business Administration (M.B.A.)

Experience
Arya Asset Management, LLC   March 2013 - Present
Jefferies & Company  July 2010 - February 2013
Piper Jaffray   October 2009 - July 2010
Bank of America Merrill Lynch  2005 - October 2009
Rock Hill Partners   2004 - 2005
DLJ / CSFB   1998 - 2002
Ford Motor Company  1992 - 1996

Skills
Financial Structuring, Valuation, Private Equity, Investment Banking, Hedge Funds, Equities, Investments, Business Valuation, Structured Finance, Securities, Acquisitions, Capital, Financial Advisory, Restructuring, Mezzanine

Education
Harvard Business School   1996 — 1998
MBA

University of Missouri-Rolla   1990 — 1992
MS

University of Mumbai   1986 — 1990
BE

Experience
NEP Group, Inc.   Chief Strategy OfficerNEP Group, Inc.May 2012 - Present
3 Day Blinds  2010 - May 2012
Bain & Company  June 2005 - November 2009
Piper Jaffray   July 2002 - June 2004
SALOMON SMITH BARNEY  January 2000 - January 2002

Skills
Strategy, Cross-functional Team..., Mergers & Acquisitions, Financial Modeling, Leadership, Due Diligence, Valuation, Private Equity, Analysis, Process Improvement, Finance, Recruiting, Project Management, Training, Investment Banking, Acquisition Integration, Talent Management, Investments

Education
Harvard Business School   2004 — 2006
Masters, Business Administration

University of Southern California   1995 — 2000
Bachelor of Science, Business Administration; Finance

Experience
U.S. Bank   August 2011 - Present
DST Global Solutions  2009 - 2011
Coca-Cola Latin Center Division   October 2008 - December 2008
CarVal Investors  2006 - 2008
Piper Jaffray   2003 - 2006
ALLETE  2002 - 2003
UMD Bulldog Fund   2002 - 2003

Skills
Financial Modeling, Asset Managment, Portfolio Management, Equities, Financial Analysis, Investments, Financial Markets, Private Equity, Fixed Income, Derivatives, Hedge Funds, Equity Research, Financial Services, Asset Management, Alternative Investments, Asset Allocation, Bloomberg, Capital Markets, Valuation, Securities, Wealth Management, Investment Management, Series 7, Investment Strategies, Investment Banking, Mutual Funds, Trading, Structured Products

Education
University of Minnesota - Carlson School of Management   2008 — 2009
MBA, Finance

INCAE Business School   2008 — 2008
MBA, Finance

University of Minnesota-Duluth   1999 — 2003
BBA, Finance

Experience
Stifel Nicolaus  October 2007 - Present
Piper Jaffray   2002 - 2007
Robertson Stephens  1997 - 2002

Education
Middlebury Institute of International Studies at Monterey   1995 — 1997
MA, Internnational Policy Studies

Franklin College   1992 — 1995
BA, IR

Experience
Greene Holcomb Fisher  1996 - Present
Goldsmith Agio Helms (Lazard Middle Market)   1995 - 1996
Piper Jaffray   1983 - 1995

Skills
Investment Banking, Selling Businesses, Negotiation, Corporate Finance, Business Valuation, LBO, Deal Structures, Deal Strategy, Private Equity

Education
University of Minnesota - Carlson School of Management   1979 — 1981
Master of Business Administration (M.B.A.), Finance

Gustavus Adolphus College   1975 — 1979
Bachelor's Degree, Biology

Experience
Goldman Sachs  February 2005 - Present
Sanford Bernstein  January 2002 - February 2005
Blaze Holdings, Inc.   November 1998 - January 2002
Piper Jaffray   July 1989 - November 1998
Kidder Peabody  September 1986 - July 1987
Bankers Trust Company  July 1984 - August 1986

Education
Harvard Business School   1987 — 1989
MBA

Stanford University   1980 — 1984
AB, Economics

Experience
Flex Academies and Ashley Tutors LLC   2013 - Present
Freelance Consultant  2012 - 2013
REL Appalachia (CNA)   May 2011 - August 2012
College Success Foundation  August 2008 - August 2009
The Sallie Mae Fund  June 2007 - August 2008
World Vision  June 2002 - June 2005
It's About Time for Kids   January 1999 - January 2001
Seattle Public Utilities  January 1998 - April 1999
City of Seattle  January 1992 - January 1999
Piper Jaffray   January 1985 - January 1996

Skills
K-12 Education Policy..., Marketing, Non-profits, Program Evaluation, International Relations, Human Resources, Newsletters, Curriculum Design, Community Outreach, Editing, Leadership Development, Organizational..., Public Relations, Event Planning, Grant Writing, Program Development, Policy Analysis, Public Policy, Proposal Writing, Teaching, Strategic Communications, Data Analysis, Event Management, Employee Training, Business Strategy, Nonprofits

Education
Harvard University, John F. Kennedy School of Government   1981 — 1984
Masters, Public Policy; Public Finance and Urban Economic Development

Yale University   1977 — 1979
BA, English Literature

Yorktown High School   1972 — 1975
high school

Experience
Entegris  2002 - Present
Piper Jaffray   1998 - 2002
RBC Dain Rauscher  1996 - 1998
The Pillsbury Company  1995 - 1996
A.G. Edwards   1989 - 1995

Education
Harvard Business School   2011 — 2011
Advanced Management Program for senior leaders

University of Virginia - Darden Graduate School of Business Administration   1987 — 1989
MBA

University of Alabama   1980 — 1983
BA and Masters, Accounting and Taxation

Experience
Tier1 Research  January 2011 - Present
The 451 Group  January 2011 - Present
The 451 Group  January 2005 - December 2010
Tier1 Research  January 2005 - December 2010
Financial Freedom, Inc.   March 2005 - December 2006
Piper Jaffray   March 1999 - October 2001

Education
Gustavus Adolphus College   1991 — 1995

Experience
Värde Partners  February 2009 - Present
GMAC ResCap  January 2004 - February 2009
Franklin Capital Partners   May 2001 - December 2003
Piper Jaffray   August 1998 - April 2001
General Mills  August 1995 - August 1996
Goldman Sachs  August 1992 - June 1995

Skills
Financial Analysis, Due Diligence, Financial Modeling, Valuation, Investments, Private Equity, Mergers, Credit Analysis, Asset Managment, Investment Banking, Corporate Finance, Capital Markets, Hedge Funds, Finance, Alternative Investments, Asset Management, Mergers & Acquisitions

Education
Stanford University Graduate School of Business   1996 — 1998
MBA

Duke University   1988 — 1992
BA, Public Policy Studies

Experience
HUB International  2014 - Present
Alliant  2009 - March 2014
ARC South, LLC   2007 - 2008
Aon  2003 - 2007
Wells Fargo  2001 - 2003
Piper Jaffray   1997 - 2001

Skills
Insurance, Healthcare, Mergers, Financial Modeling, Private Equity, Real Estate, Accounting, Corporate Finance, Excel, Underwriting, Due Diligence, Valuation

Education
Emory University - Goizueta Business School   2008 — 2009
MBA, Business, Finance

University of Minnesota-Duluth   1993 — 1997
Bachelors Degree, Accounting

Experience
Arete Global Partners, LLC   2012 - Present
General Nutrition Centers, Inc  2011 - 2012
Best Buy  2008 - 2011
US Bank  2005 - 2007
Greene Holcomb & Fisher   2004 - 2005
Piper Jaffray   2001 - 2003

Education
Thunderbird School of Global Management
MBA, Finance

Universidad del CEMA
Finance - Masters Level

Hamline University
BA, Economics & Business Management

Experience
Macalester College  August 2008 - Present
Lehman Brothers  1994 - 2004
Piper Jaffray   1988 - 1990

Education
Harvard Business School   1991 — 1993

Macalester College   1984 — 1988
BA, Economics

Experience
Mines Management, Inc.   March 2013 - Present
Mines Management, Inc.   June 2005 - March 2013
Mines Management, Inc.   October 2002 - June 2005
Avista Labs   April 2001 - August 2002
Dobbs Financial Services   January 1994 - April 2001
Piper Jaffray   March 1992 - December 1993

Skills
Mergers, Private Equity, Corporate Finance, Finance, Managerial Finance, Portfolio Management, Management, Strategic Planning, Due Diligence, Mining, Executive Management, Mergers & Acquisitions, Asset Management, Contract Negotiation, Analysis, Investment Banking, Management Consulting, Start-ups, Investor Relations, Commodity

Education
Hillsdale College   1985 — 1989
Bachelor of Arts (B.A.), Economics

Experience
Abbot Downing  January 2010 - Present
Wells Fargo  January 2001 - Present
Piper Jaffray   1995 - 1999

Skills
Asset Managment, Portfolio Management, Asset Allocation, Asset Management, Private Equity, Financial Analysis, Financial Modeling, Alternative Investments, Investment Strategies, Investments, Banking, Series 7, Wealth Management..., Investment Advisory, Wealth Management, Valuation, Investment Management, Equities, Risk Management

Education
William Mitchell College of Law   1987 — 1990
Master of Laws (LL.M.), Taxation

Hamline University School of Law   1983 — 1986
Juris Doctor (J.D.)

University of Minnesota-Twin Cities   1973 — 1978
Bachelor's Degree

Experience
UnitedHealthcare  June 2015 - Present
Optum  March 2014 - Present
Piper Jaffray   June 2011 - March 2014
RBC Capital Markets  April 2010 - August 2010
Wachovia Capital Markets, LLC  2007 - 2009

Education
University of St. Thomas - Opus College of Business   2009 — 2011
MBA, Finance and Accounting

Gustavus Adolphus College   2003 — 2007
BA, Financial Economics

Experience
RSS Consulting   January 2004 - Present
Newton Development Corporation   January 2004 - December 2008
UBS  January 1999 - December 2003
MidSouth Capital   January 1995 - December 1999
Piper Jaffray   January 1986 - December 1998
ITT Financial Corporation  January 1989 - December 1992
ITT Corporation  January 1986 - December 1988
Hartford Financial Services Group  January 1980 - December 1986

Skills
Corporate Governance, Business Strategy, Mergers, Change Management, Strategy, Team Building, Strategic Planning, Leadership, Mergers & Acquisitions, Finance, Budgets, Investments, Portfolio Management, Management, IT Strategy

Education
Harvard Business School   1988 — 1988
Advanced Mangement Program

The University of Chicago   1971 — 1975
Business, Finance

Northwestern University   1959 — 1964
Mathematics

Experience
Piper Jaffray   July 2013 - Present
Lehman Brothers Holdings Inc.  March 2009 - June 2011
Lehman Brothers  July 2006 - October 2008

Skills
Capital Markets, Fixed Income, Financial Modeling, Valuation, Investment Banking, Derivatives, Equities, Corporate Finance, Financial Analysis, Due Diligence

Education
Duke University - The Fuqua School of Business   2011 — 2013
Master of Business Administration (MBA)

Penn State University   2002 — 2006
Bachelor of Science, Finance

Experience
Potlatch Corp.   2013 - Present
Potlatch Corporation  July 2007 - Present
Albertsons  July 2002 - July 2006
Piper Jaffray   March 1999 - April 2002

Skills
Business Strategy, Mergers & Acquisitions, Forecasting, Process Improvement, Strategic Planning, Continuous Improvement, JD Edwards, Manufacturing, SAP, Budget, Change Management, ADP Payroll, Management

Education
Harvard Business School   1988 — 1990
Master of Business Administration (MBA)

University of Kentucky   1981 — 1984
Bachelor of Science (B.S.), Mechanical Engineering

Experience
The Flash Gordon Agency   November 2007 - Present
US Navy  July 2004 - September 2006
Saddle Ranch  2000 - 2001
Piper Jaffray   May 1999 - August 1999
Cadenasso Winery   March 1994 - May 1999

Skills
Economics, Public Speaking, Event Planning, Sales, Social Media, Financial Modeling, Financial Analysis, Budgets, PowerPoint, Finance, Research, Customer Service, Microsoft Excel, Microsoft Office, Business Planning, Business Development, Leadership, Project Planning, Media Relations, Leadership Development, CRM, Management, Analysis, Account Management, Marketing

Education
Gonzaga University - School of Business Administration   2001 — 2002
MBA, Business

Gonzaga University   1997 — 2000
BBA, Economics

Experience
Nuveen Asset Management  March 2012 - Present
Piper Jaffray   July 2002 - February 2012
United Technologies  November 1999 - August 2000
HCL Perot Systems  November 1996 - October 1999
HCL Infosystems Ltd  October 1995 - October 1996

Education
Harvard Business School   2000 — 2002
MBA

University of Madras   1989 — 1992
B Com

Experience
Coalition Development   2012 - Present
Piper Jaffray   2011 - 2012
Cantor Fitzgerald  2009 - June 2011
Citigroup  2005 - 2008

Skills
Fixed Income, Capital Markets, Bloomberg, Equities, Series 7, Derivatives, Emerging Markets, Series 63, Bonds, Structured Products, FX Options, Strategy, Analytics, Analysis, Financial Services, Equity Research, Investment Banking, Securities

Education
Georgetown University - The McDonough School of Business   2001 — 2005
BA, Finance & Marketing

Experience
Deluxe Corporation  April 2006 - Present
Schneider Agency   2005 - 2005
Marsh  May 2001 - September 2004
New York Life Insurance Company  1998 - 2000
Piper Jaffray   1994 - 1998
Securian Financial Group  1978 - 1994

Skills
Risk Management, Enterprise Risk..., Financial Risk, Business Continuity, Cross-functional Team...

Education
Hamline University   1973 — 1977
B.A., Economics and Environmental Studies

Experience
Piper Jaffray   May 2011 - Present
Kaufman Bros.  June 2006 - May 2011
Keefe, Bruyette & Woods   July 2004 - April 2006

Skills
Equity Research, Series 7, Equities, Series 63, Capital Markets, Hedge Funds, Valuation, Financial Modeling, Investments, Securities, Investment Banking, Alternative Investments, Financial Markets, Fixed Income

Education
Fordham University   2000 — 2004
Bachelor of Science in Business Administration, Finance, Economics

Xaverian Brothers High School   1996 — 2000

Experience
Prairie Dog Pet Mercantile   Sr. VP & Branch MgrA. G. Edwards1996 - 2007
Piper Jaffray   1987 - 1996

Education
Eastern Washington University   2005 — 2006
MFA, Creative Writing

University of Washington   1977 — 1978
MBA, Finance/Business Economics

Washington State University - College of Business and Economics   1972 — 1976
BA, Marketing

Experience
Walker Art Center  September 2009 - Present
Lake Harriet Community School Upper   June 2015 - Present
Boston Scientific  August 2011 - August 2012
Independent Contractor  February 2008 - February 2009
Piper Jaffray   June 2000 - December 2002
Boston Scientific  October 1999 - June 2000
Hilton Minneapolis (Downtown)   August 1997 - October 1999
Hilton Minneapolis (Downtown)   1996 - 1997

Skills
Museums, Meeting Planning, Event Planning, Organization, Guided Tours, Museum Education, Arts Administration, Art History, History

Education
Hamline University
B.A., Art History

Rotary International Youth Exchange
Study Abroad

Experience
CompuCom  September 2012 - Present
Insight Global  2011 - 2011
Piper Jaffray   2001 - 2006
Siemenns Business Services   1994 - 2005

Skills
Active Directory, Troubleshooting, VMware, Servers, XP, Windows XP, Hardware, Windows Server, Windows 7, Microsoft Office, Technical Support, System Administration, ITIL, Microsoft Exchange, Networking, Software Documentation

Education
NEI College of Technology   1991 — 1994
Diplomas, Electronics

Dunwoody College of Technology

Experience
Mitsubishi UFJ Securities (USA)   May 2013 - Present
Dahlman Rose & Co.   November 2011 - March 2013
Piper Jaffray   September 2008 - September 2011
Bear Stearns  January 1987 - June 2008
Wilson Elser  September 1984 - December 1987

Skills
Equities, Series 63, Series 7, Securities, Series 24, Hedge Funds, Electronic Trading, Derivatives, Mutual Funds, Bloomberg, Equity Trading, Trading Systems, Trading, Emerging Markets, Prime Brokerage, ETFs, FINRA, Options, Equity Research, Capital Markets, Institutional, Alternative Investments, Traders, Fixed Income, Investment Banking, Financial Markets, Equity Derivatives

Education
Pace University School of Law   1981 — 1984
JD, Law

Fordham University   1976 — 1980
Bachelor of Arts (BA), English Language and Literature/Letters

Fordham Prep   1972 — 1976

Experience
Piper Jaffray   March 2011 - Present

Skills
Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Hedge Funds, Investments, Bonds, Series 7, Asset Allocation, Securities, Series 63, FINRA, Investment Strategies

Education
Georgia State University