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
Kelly O'Kane Kelly O'Kane's Piper Jaffray Experience July 2010 - June 2012
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Oportun July 2015 - August 2015
Institutional Venture Partners (IVP) July 2014 - June 2015
NextGen Partners January 2014 - June 2015
Institutional Venture Partners (IVP) August 2012 - July 2014
Piper Jaffray July 2010 - June 2012
Minutemen Equity Fund September 2009 - May 2010
UMass Finance Society February 2007 - May 2010
Piper Jaffray June 2009 - August 2009
Odyssey Financial Management June 2008 - July 2008
Skills
Valuation, Financial Modeling, Investments, Equity Research
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance, Japanese
Oportun July 2015 - August 2015
Institutional Venture Partners (IVP) July 2014 - June 2015
NextGen Partners January 2014 - June 2015
Institutional Venture Partners (IVP) August 2012 - July 2014
Piper Jaffray July 2010 - June 2012
Minutemen Equity Fund September 2009 - May 2010
UMass Finance Society February 2007 - May 2010
Piper Jaffray June 2009 - August 2009
Odyssey Financial Management June 2008 - July 2008
Skills
Valuation, Financial Modeling, Investments, Equity Research
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Isenberg School of Management, UMass Amherst 2006 — 2010
BBA, Finance, Japanese
John Sonnek John Sonnek's Piper Jaffray Experience 2004 - 2006
Job Sales Representative at Guidewire Software
Industry Computer Software
Experience
Guidewire Software August 2015 - Present
North Risk Partners 2006 - August 2015
Piper Jaffray 2004 - 2006
Skills
Insurance, Employee Benefits, Life Insurance, Health Insurance, Account Management, Risk Management, Leadership, Strategic Planning, Insurance Brokerage, Health Care Reform, Risk Reduction, Employee Engagement, Insurance Negotiations, Problem Solving, Networking, Referral Development, Property & Casualty..., Disability Insurance, Customer Service, Management
Education
Miami University 2000 — 2005
BS, Finance
Guidewire Software August 2015 - Present
North Risk Partners 2006 - August 2015
Piper Jaffray 2004 - 2006
Skills
Insurance, Employee Benefits, Life Insurance, Health Insurance, Account Management, Risk Management, Leadership, Strategic Planning, Insurance Brokerage, Health Care Reform, Risk Reduction, Employee Engagement, Insurance Negotiations, Problem Solving, Networking, Referral Development, Property & Casualty..., Disability Insurance, Customer Service, Management
Education
Miami University 2000 — 2005
BS, Finance
Aaron Knewtson Aaron Knewtson's Piper Jaffray Experience 2002 - 2004
Job AVP, Rural Capital Network at AgStar Financial Services, ACA
Industry Financial Services
Experience
AgStar Financial Services, ACA September 2012 - Present
AgStar Financial Services September 2004 - October 2012
AgStar Financial Services October 2004 - May 2012
Piper Jaffray 2002 - 2004
Piper Jaffray 2000 - 2002
Skills
Credit, Valuation, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Customer Relations, Negotiation, Budgeting, Risk Management, Portfolio Management, Analysis, Banking, Commercial Lending, Credit Risk, Due Diligence, Mergers & Acquisitions, Loan Origination, Investments, Finance, Budgets
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
Iowa State University 1990 — 1994
BS, Animal Science
Maple River
AgStar Financial Services, ACA September 2012 - Present
AgStar Financial Services September 2004 - October 2012
AgStar Financial Services October 2004 - May 2012
Piper Jaffray 2002 - 2004
Piper Jaffray 2000 - 2002
Skills
Credit, Valuation, Credit Analysis, Financial Analysis, Financial Modeling, Loans, Customer Relations, Negotiation, Budgeting, Risk Management, Portfolio Management, Analysis, Banking, Commercial Lending, Credit Risk, Due Diligence, Mergers & Acquisitions, Loan Origination, Investments, Finance, Budgets
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance
Iowa State University 1990 — 1994
BS, Animal Science
Maple River
Austin Quackenbush Austin Quackenbush's Piper Jaffray Experience June 2015 - Present
Job Equity Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Piper Jaffray May 2013 - April 2014
Iowa State Investment Group May 2013 - December 2013
Iowa State Investment Group August 2012 - May 2013
Iowa State University September 2010 - April 2013
Maynards Restaurant May 2011 - August 2012
Skills
Analysis, Data Analysis, Leadership, Statistics, Research, Microsoft Excel, Strategy, Financial Modeling, PowerPoint, Public Speaking, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor of Science (B.S.), Economics
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (BS), Finance
Piper Jaffray June 2015 - Present
Piper Jaffray May 2013 - April 2014
Iowa State Investment Group May 2013 - December 2013
Iowa State Investment Group August 2012 - May 2013
Iowa State University September 2010 - April 2013
Maynards Restaurant May 2011 - August 2012
Skills
Analysis, Data Analysis, Leadership, Statistics, Research, Microsoft Excel, Strategy, Financial Modeling, PowerPoint, Public Speaking, Teamwork
Education
Iowa State University 2010 — 2014
Bachelor of Science (B.S.), Economics
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (BS), Finance
Jacqueline Carlson Jacqueline Carlson's Piper Jaffray Experience May 2012 - January 2013
Job Staff Accountant II at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters June 2014 - Present
Thomson Reuters June 2013 - June 2014
Marquette University September 2012 - May 2013
Piper Jaffray May 2012 - January 2013
Marquette University May 2011 - May 2012
Bracketts Crossing Country Club May 2006 - May 2011
Kazzolly's Sweet Shop November 2008 - November 2009
Lakeville Community Education May 2006 - May 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Leadership, Microsoft Excel, Access, Data Analysis, Research
Education
Marquette University 2009 — 2013
Finance
Convent of the Visitation High School
Thomson Reuters June 2014 - Present
Thomson Reuters June 2013 - June 2014
Marquette University September 2012 - May 2013
Piper Jaffray May 2012 - January 2013
Marquette University May 2011 - May 2012
Bracketts Crossing Country Club May 2006 - May 2011
Kazzolly's Sweet Shop November 2008 - November 2009
Lakeville Community Education May 2006 - May 2007
Skills
Customer Service, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Leadership, Microsoft Excel, Access, Data Analysis, Research
Education
Marquette University 2009 — 2013
Finance
Convent of the Visitation High School
Tyler Etten's Piper Jaffray Experience August 2014 - Present
Job Research Analyst at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray August 2014 - Present
John Deere June 2014 - August 2014
Iowa State University Investment Group January 2012 - May 2014
Iowa State University Finance Club August 2010 - May 2014
Kingland Systems January 2012 - February 2014
Principal Global Investors December 2012 - August 2013
Pioneer Hi-Bred International Inc June 2010 - July 2011
Skills
Committed to..., Leadership, Communicative Skills, Public Speaking, Bloomberg Terminal, Close Attention to..., Investments, Securities, Interpersonal Skill, Equity Research, Financial Analysis, Networking, Microsoft Excel, Social Media, Sports, Weightlifting, Sports Nutrition, Engine Rebuilding, Residential Roofing, Agricultural Machinery, Portfolio Management, Asset Management, Corporate Finance, Finance, Accounting, Data Analysis, Bloomberg, Financial Modeling, Valuation, SharePoint, PowerPoint, Team Leadership, Mutual Funds, Microsoft Word, Financial Markets, Equity Valuation, Outlook, Access, Entrepreneurship, Microsoft Office, Team Building, Teamwork
Education
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Piper Jaffray August 2014 - Present
John Deere June 2014 - August 2014
Iowa State University Investment Group January 2012 - May 2014
Iowa State University Finance Club August 2010 - May 2014
Kingland Systems January 2012 - February 2014
Principal Global Investors December 2012 - August 2013
Pioneer Hi-Bred International Inc June 2010 - July 2011
Skills
Committed to..., Leadership, Communicative Skills, Public Speaking, Bloomberg Terminal, Close Attention to..., Investments, Securities, Interpersonal Skill, Equity Research, Financial Analysis, Networking, Microsoft Excel, Social Media, Sports, Weightlifting, Sports Nutrition, Engine Rebuilding, Residential Roofing, Agricultural Machinery, Portfolio Management, Asset Management, Corporate Finance, Finance, Accounting, Data Analysis, Bloomberg, Financial Modeling, Valuation, SharePoint, PowerPoint, Team Leadership, Mutual Funds, Microsoft Word, Financial Markets, Equity Valuation, Outlook, Access, Entrepreneurship, Microsoft Office, Team Building, Teamwork
Education
Iowa State University - College of Business 2010 — 2014
Bachelor of Science (B.S.), Finance
Phil Hegg Phil Hegg's Piper Jaffray Experience September 1994 - August 2002
Job Associate Vice President, Financial Officer
Industry Financial Services
Experience
Wells Fargo Advisors August 2002 - Present
Piper Jaffray September 1994 - August 2002
Employee Services, Inc April 1986 - April 2002
Skills
Finance, Financial Analysis, Financial Services, Fixed Income, Banking, Credit, Customer Service, Investments, Risk Management, Small Business, Strategic Planning, Financial Markets, Hedge Funds, Leadership, Public Relations
Education
South Dakota State University 1964 — 1968
Speech and Business
Louisiana State University
Specialized Degree, Estate Planning
Wells Fargo Advisors August 2002 - Present
Piper Jaffray September 1994 - August 2002
Employee Services, Inc April 1986 - April 2002
Skills
Finance, Financial Analysis, Financial Services, Fixed Income, Banking, Credit, Customer Service, Investments, Risk Management, Small Business, Strategic Planning, Financial Markets, Hedge Funds, Leadership, Public Relations
Education
South Dakota State University 1964 — 1968
Speech and Business
Louisiana State University
Specialized Degree, Estate Planning
Chris Doig Chris Doig's Piper Jaffray Experience December 1999 - March 2003
Job Finance Manager at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group August 2007 - Present
RBC Dain Rauscher June 2006 - August 2007
Citigroup Smith Barney January 2005 - June 2006
Robert Half International August 2003 - December 2004
Piper Jaffray December 1999 - March 2003
Skills
Corporate Finance, Forecasting, Financial Analysis, Medicare, Medicare Advantage, Healthcare Risk..., Healthcare Industry, Finance, Capital Markets, Sales, Equities, Financial Modeling, Valuation, Mergers & Acquisitions, Investments
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration and Management, General; Minor in Economics
UnitedHealth Group August 2007 - Present
RBC Dain Rauscher June 2006 - August 2007
Citigroup Smith Barney January 2005 - June 2006
Robert Half International August 2003 - December 2004
Piper Jaffray December 1999 - March 2003
Skills
Corporate Finance, Forecasting, Financial Analysis, Medicare, Medicare Advantage, Healthcare Risk..., Healthcare Industry, Finance, Capital Markets, Sales, Equities, Financial Modeling, Valuation, Mergers & Acquisitions, Investments
Education
Metropolitan State University
Bachelor of Science (B.S.), Business Administration and Management, General; Minor in Economics
Lucien (Luke) Webb Lucien (Luke) Webb's Piper Jaffray Experience 2004 - 2007
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International 2007 - Present
Piper Jaffray 2004 - 2007
Education
RCDS
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Lafayette College 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Lincoln International 2007 - Present
Piper Jaffray 2004 - 2007
Education
RCDS
Northwestern University - Kellogg School of Management 2001 — 2003
Master of Business Administration (MBA)
Lafayette College 1990 — 1994
Bachelor of Science (BS), Mechanical Engineering
Jim Kanellitsas Jim Kanellitsas's Piper Jaffray Experience September 1993 - August 2005
Job Creative Leadership
Industry Media Production
Experience
Brickfish August 2013 - October 2014
Blue Fire October 2009 - December 2012
Family Office September 2005 - October 2009
Piper Jaffray September 1993 - August 2005
Prudential-Bache Securities March 1987 - September 1991
Skills
Creative Strategy, Digital Video, Social Media, Creative Solutions, Online Advertising, Digital Marketing, Executive Management, Sales Management, Sales&Marketing, Management, Team Leadership, Team Building, Social Media Marketing, SEO, Business Restructures, Personnel Management, Revenue Analysis, Revenue Enhancement, Branding Ideas, Private Pilot, Dual Citizenship, Marketing Strategy
Education
Michigan State University 1981 — 1986
Bachelor of Arts, Management
Michigan State University
Bachelor's degree, Business Administration and Management, General
Brickfish August 2013 - October 2014
Blue Fire October 2009 - December 2012
Family Office September 2005 - October 2009
Piper Jaffray September 1993 - August 2005
Prudential-Bache Securities March 1987 - September 1991
Skills
Creative Strategy, Digital Video, Social Media, Creative Solutions, Online Advertising, Digital Marketing, Executive Management, Sales Management, Sales&Marketing, Management, Team Leadership, Team Building, Social Media Marketing, SEO, Business Restructures, Personnel Management, Revenue Analysis, Revenue Enhancement, Branding Ideas, Private Pilot, Dual Citizenship, Marketing Strategy
Education
Michigan State University 1981 — 1986
Bachelor of Arts, Management
Michigan State University
Bachelor's degree, Business Administration and Management, General
Jordan Coleman's Piper Jaffray Experience May 2015 - August 2015
Job President of the Minutemen Equity Fund
Industry Financial Services
Experience
Minutemen Equity Fund September 2013 - Present
Piper Jaffray May 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Tatum, a Randstad Company July 2013 - August 2013
Office of Massachusetts House Republican Leader Brad Jones May 2013 - August 2013
Education
University of Massachusetts, Amherst 2012 — 2016
Finance & Mathematics
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Reading Memorial High School 2008 — 2012
Minutemen Equity Fund September 2013 - Present
Piper Jaffray May 2015 - August 2015
Liberty Mutual Insurance May 2014 - August 2014
Tatum, a Randstad Company July 2013 - August 2013
Office of Massachusetts House Republican Leader Brad Jones May 2013 - August 2013
Education
University of Massachusetts, Amherst 2012 — 2016
Finance & Mathematics
University of Massachusetts at Amherst - Isenberg School of Management 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Reading Memorial High School 2008 — 2012
Paulette O. Parr Paulette O. Parr's Piper Jaffray Experience May 2013 - May 2015
Job Executive Assistant at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray May 2013 - May 2015
Elizabeth Arden December 2012 - April 2013
Colonial Consulting LLC June 2009 - July 2012
Sony Music Entertainment October 2008 - June 2009
AICP - Association of Independent Commercial Producers 1999 - 2007
Skills
Research, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Editing, Social Media Marketing, Microsoft Word, Non-profits, Fundraising, Event Management, Event Planning, Project Management, Strategic Planning, Social Networking, Financial Analysis, Outlook, Data Analysis, Management, Customer Service
Education
Metropolitan College of New York 2005 — 2008
Bachelor of Business Administration (B.B.S.), Business Administration, Management and Operations
Piper Jaffray May 2013 - May 2015
Elizabeth Arden December 2012 - April 2013
Colonial Consulting LLC June 2009 - July 2012
Sony Music Entertainment October 2008 - June 2009
AICP - Association of Independent Commercial Producers 1999 - 2007
Skills
Research, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Editing, Social Media Marketing, Microsoft Word, Non-profits, Fundraising, Event Management, Event Planning, Project Management, Strategic Planning, Social Networking, Financial Analysis, Outlook, Data Analysis, Management, Customer Service
Education
Metropolitan College of New York 2005 — 2008
Bachelor of Business Administration (B.B.S.), Business Administration, Management and Operations
Keith Kale Keith Kale's Piper Jaffray Experience June 1997 - February 2002
Job Marketing and Strategic Planning for ForProfits and NonProfits, Domestic and International
Industry Management Consulting
Experience
Friends of Ngong Road June 2006 - Present
The Kale Group February 2002 - Present
Piper Jaffray June 1997 - February 2002
The Pillsbury Company February 1982 - April 1997
Skills
Product Development, Product Management, Strategic Planning, Non-profits, Marketing Strategy, Brand Equity, Marketing, Strategy, Business Planning, Business Strategy, FMCG, Nonprofits, Management, Market Planning, Advertising, Project Planning, Creative Direction, Business Development, Cross-functional Team...
Education
University of Wisconsin-Madison 1978 — 1980
M.S. in Business, MARKETING
Luther College 1972 — 1976
B.A., International Business and Spanish
Friends of Ngong Road June 2006 - Present
The Kale Group February 2002 - Present
Piper Jaffray June 1997 - February 2002
The Pillsbury Company February 1982 - April 1997
Skills
Product Development, Product Management, Strategic Planning, Non-profits, Marketing Strategy, Brand Equity, Marketing, Strategy, Business Planning, Business Strategy, FMCG, Nonprofits, Management, Market Planning, Advertising, Project Planning, Creative Direction, Business Development, Cross-functional Team...
Education
University of Wisconsin-Madison 1978 — 1980
M.S. in Business, MARKETING
Luther College 1972 — 1976
B.A., International Business and Spanish
Jason Deleeuw, CFA Jason Deleeuw, CFA's Piper Jaffray Experience June 2006 - May 2011
Job Senior Research Analyst Financial Services & Technology, Vice President at Piper Jaffray
Industry Financial Services
Experience
Pine River Capital Management May 2011 - May 2014
Piper Jaffray June 2006 - May 2011
Skills
Strong fundamental..., Adept at selling..., Built relationships..., Team player who can..., Ability to articulate..., Strong understanding of..., Equities, Equity Research, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Finance
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Masters of Business Administration
Macalester College 1996 — 2000
Bachelor of Arts, Economics
Pine River Capital Management May 2011 - May 2014
Piper Jaffray June 2006 - May 2011
Skills
Strong fundamental..., Adept at selling..., Built relationships..., Team player who can..., Ability to articulate..., Strong understanding of..., Equities, Equity Research, Financial Modeling, Investment Banking, Valuation, Financial Analysis, Finance
Education
University of Minnesota - Carlson School of Management 2004 — 2006
Masters of Business Administration
Macalester College 1996 — 2000
Bachelor of Arts, Economics
Dennis Nusser Dennis Nusser's Piper Jaffray Experience December 1997 - September 1998
Job IT Manager at Merrill Corporation
Industry Information Technology and Services
Experience
Merrill Corporation January 2008 - Present
FICO September 1998 - January 2008
Piper Jaffray December 1997 - September 1998
Deluxe Corporation May 1984 - December 1997
Skills
Windows Server, Process Improvement, Disaster Recovery, Vendor Management, Windows, Enterprise Architecture, ERP, Project Management, IT Service Management, System Administration, Virtualization, IT Management, Business Analysis, Data Center, Databases, SharePoint, Servers, ITIL, Business Intelligence, Integration, Team Leadership, Security, VMware, IT Strategy, System Deployment, Active Directory, Requirements Analysis, Troubleshooting, Agile Methodologies, Visio, Software Project..., Cloud Computing, IT Operations, SDLC, MS Project
Education
Inver Hills Community College 1982 — 1984
Associate of Applied Science, Accounting
Inver Hills Community College 1980 — 1982
Associate of Arts, Liberal Arts
Merrill Corporation January 2008 - Present
FICO September 1998 - January 2008
Piper Jaffray December 1997 - September 1998
Deluxe Corporation May 1984 - December 1997
Skills
Windows Server, Process Improvement, Disaster Recovery, Vendor Management, Windows, Enterprise Architecture, ERP, Project Management, IT Service Management, System Administration, Virtualization, IT Management, Business Analysis, Data Center, Databases, SharePoint, Servers, ITIL, Business Intelligence, Integration, Team Leadership, Security, VMware, IT Strategy, System Deployment, Active Directory, Requirements Analysis, Troubleshooting, Agile Methodologies, Visio, Software Project..., Cloud Computing, IT Operations, SDLC, MS Project
Education
Inver Hills Community College 1982 — 1984
Associate of Applied Science, Accounting
Inver Hills Community College 1980 — 1982
Associate of Arts, Liberal Arts
Shelli Schubert Shelli Schubert's Piper Jaffray Experience March 2003 - August 2008
Job Senior Technical Systems Adminstrator at ACIST Medical Systems
Industry Medical Devices
Experience
ACIST Medical Systems March 2014 - Present
ACIST Medical Systems- contract through Robert Half IT November 2013 - Present
LSG Sky Chefs - contract through RHIT August 2011 - June 2013
North American Membership Group August 2010 - January 2011
Piper Jaffray March 2003 - August 2008
Schub's April 2001 - January 2003
Innuity Inc October 2000 - January 2001
Ben Franklin Electric August 1999 - October 2000
Security Life Insurance Company October 1997 - August 1999
Teaching Temps 1989 - 1990
Skills
Visio, Databases, Software Documentation, Project Management, Troubleshooting, SDLC, HTML, SharePoint, Marketing, Access, Microsoft Office, Cross-functional Team..., Vendor Management
Education
Rasmussen College 2008 — 2010
AAS, Information Systems - emphasis in Web Programming
Iowa State University 1984 — 1988
BA, Art Education
St. Ansgar Senior High School 1981 — 1984
ACIST Medical Systems March 2014 - Present
ACIST Medical Systems- contract through Robert Half IT November 2013 - Present
LSG Sky Chefs - contract through RHIT August 2011 - June 2013
North American Membership Group August 2010 - January 2011
Piper Jaffray March 2003 - August 2008
Schub's April 2001 - January 2003
Innuity Inc October 2000 - January 2001
Ben Franklin Electric August 1999 - October 2000
Security Life Insurance Company October 1997 - August 1999
Teaching Temps 1989 - 1990
Skills
Visio, Databases, Software Documentation, Project Management, Troubleshooting, SDLC, HTML, SharePoint, Marketing, Access, Microsoft Office, Cross-functional Team..., Vendor Management
Education
Rasmussen College 2008 — 2010
AAS, Information Systems - emphasis in Web Programming
Iowa State University 1984 — 1988
BA, Art Education
St. Ansgar Senior High School 1981 — 1984
Julianne La Porte Julianne La Porte's Piper Jaffray Experience January 1996 - January 2001
Job President & CoFounder, www.CanIEatHere.com
Industry Health, Wellness and Fitness
Experience
CanIEatHere.com January 2011 - Present
Piper Jaffray January 1996 - January 2001
Dean Witter June 1989 - December 1995
Skills
Social Media, Public Speaking, Social Media Marketing, Blogging, Online Advertising, Public Relations, Email Marketing, Customer Service, Marketing Strategy, Marketing, Strategic Planning, Event Planning, Social Networking, Event Management, SEO, Marketing Communications, Lifestyle, Team Building, Small Business, Strategy, Coaching, Nutrition, Account Management, New Business Development, Start-ups, Sales, Market Research, Advertising, Leadership, Fundraising, Sales Management, Facebook
Education
Mesa Community College 1987 — 1992
Business
Mesa High school 1984 — 1987
CanIEatHere.com January 2011 - Present
Piper Jaffray January 1996 - January 2001
Dean Witter June 1989 - December 1995
Skills
Social Media, Public Speaking, Social Media Marketing, Blogging, Online Advertising, Public Relations, Email Marketing, Customer Service, Marketing Strategy, Marketing, Strategic Planning, Event Planning, Social Networking, Event Management, SEO, Marketing Communications, Lifestyle, Team Building, Small Business, Strategy, Coaching, Nutrition, Account Management, New Business Development, Start-ups, Sales, Market Research, Advertising, Leadership, Fundraising, Sales Management, Facebook
Education
Mesa Community College 1987 — 1992
Business
Mesa High school 1984 — 1987
Tara Summers Tara Summers's Piper Jaffray Experience August 2000 - September 2004
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2010 - Present
BlackRock 2010 - Present
Wells Fargo September 2004 - July 2007
Piper Jaffray August 2000 - September 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Business Analysis, Business Process..., Small Business
Education
Metropolitan State University 2000 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance
Ameriprise Financial Services, Inc. June 2010 - Present
BlackRock 2010 - Present
Wells Fargo September 2004 - July 2007
Piper Jaffray August 2000 - September 2004
Skills
Accounting, Financial Reporting, Financial Analysis, Financial Modeling, Financial Accounting, Business Analysis, Business Process..., Small Business
Education
Metropolitan State University 2000 — 2009
Bachelor of Applied Science (B.A.Sc.), Finance
Janine Hausif's Piper Jaffray Experience February 2011 - May 2013
Job Tech Entrepreneur | Consultant | Speaker
Industry Online Media
Experience
Around the Way App July 2012 - Present
Piper Jaffray February 2011 - May 2013
Support Black Businesses, Inc April 2011 - June 2012
Direct Model Management NY February 2007 - February 2010
PR Noir February 2009 - September 2009
Skills
Project Management, Microsoft Office, iWork, Mobile Devices, Mobile Applications, Outlook, IMail, Internet, Concur, Travel Management, Email Marketing, Social Media, Social Networking, Marketing, Fundraising, Social Media Marketing, Facebook, Mobile Technology, Entrepreneurship, Blogging, Online Advertising, Event Planning, Newsletters, Business Development, Management, Strategy, Strategic Planning, Program Management, Publicity, Online Marketing, Marketing Management
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts, Communication
Landmark Education
Forum, Advanced Course & SELP
Around the Way App July 2012 - Present
Piper Jaffray February 2011 - May 2013
Support Black Businesses, Inc April 2011 - June 2012
Direct Model Management NY February 2007 - February 2010
PR Noir February 2009 - September 2009
Skills
Project Management, Microsoft Office, iWork, Mobile Devices, Mobile Applications, Outlook, IMail, Internet, Concur, Travel Management, Email Marketing, Social Media, Social Networking, Marketing, Fundraising, Social Media Marketing, Facebook, Mobile Technology, Entrepreneurship, Blogging, Online Advertising, Event Planning, Newsletters, Business Development, Management, Strategy, Strategic Planning, Program Management, Publicity, Online Marketing, Marketing Management
Education
University of Maryland College Park 2003 — 2007
Bachelor of Arts, Communication
Landmark Education
Forum, Advanced Course & SELP
Jeff Ammerman Jeff Ammerman's Piper Jaffray Experience November 2012 - Present
Job Head of Specialty Pharmaceutical Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray November 2012 - Present
Jefferies & Company 2006 - August 2012
Greif & Co. 2005 - 2006
CIBC World Markets 2001 - 2005
Roth Capital Partners 2000 - 2001
Skills
Investment Banking
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
Piper Jaffray November 2012 - Present
Jefferies & Company 2006 - August 2012
Greif & Co. 2005 - 2006
CIBC World Markets 2001 - 2005
Roth Capital Partners 2000 - 2001
Skills
Investment Banking
Education
Loyola Marymount University, College of Business Administration 1996 — 2000
Michael Kirk's Piper Jaffray Experience January 2004 - January 2007
Job Senior Sales Associate at Quest CE
Industry Financial Services
Experience
Quest CE July 2012 - Present
Maxim Wealth Management January 2006 - December 2012
Piper Jaffray January 2004 - January 2007
Waddell & Reed June 2001 - January 2004
Skills
Compliance Training,..., Series 63, Mutual Funds, Wealth Management, FINRA, Retirement Planning, Series 7, Investment Management, Investment Advisory, Series 6, New Business Development, Term Life Insurance, Alternative Investments, Options, Insurance, Portfolio Management, Building Relationships, Metaphor
Education
Marquette University 1997 — 2001
BA, Economics
Quest CE July 2012 - Present
Maxim Wealth Management January 2006 - December 2012
Piper Jaffray January 2004 - January 2007
Waddell & Reed June 2001 - January 2004
Skills
Compliance Training,..., Series 63, Mutual Funds, Wealth Management, FINRA, Retirement Planning, Series 7, Investment Management, Investment Advisory, Series 6, New Business Development, Term Life Insurance, Alternative Investments, Options, Insurance, Portfolio Management, Building Relationships, Metaphor
Education
Marquette University 1997 — 2001
BA, Economics
Kevin Merritt, CFA Kevin Merritt, CFA's Piper Jaffray Experience December 1999 - March 2002
Job Technology Investor
Industry Investment Management
Experience
Sterling Ridge Capital Management January 2015 - Present
Sandler Capital Management December 2012 - Present
Plural Investments, LLC September 2010 - October 2012
Citadel Investment Group March 2008 - June 2010
SAC Capital November 2004 - February 2008
Fiduciary Trust April 2002 - October 2004
Piper Jaffray December 1999 - March 2002
Peace Corps 1996 - 1998
Accenture 1994 - 1994
Education
INSEAD 1998 — 1999
MBA
RPI 1991 — 1995
BS, MIS / Finance
Sterling Ridge Capital Management January 2015 - Present
Sandler Capital Management December 2012 - Present
Plural Investments, LLC September 2010 - October 2012
Citadel Investment Group March 2008 - June 2010
SAC Capital November 2004 - February 2008
Fiduciary Trust April 2002 - October 2004
Piper Jaffray December 1999 - March 2002
Peace Corps 1996 - 1998
Accenture 1994 - 1994
Education
INSEAD 1998 — 1999
MBA
RPI 1991 — 1995
BS, MIS / Finance
Beth Webb, CFP®, AAMS's Piper Jaffray Experience June 2003 - August 2006
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2009 - Present
UBS August 2006 - May 2009
Piper Jaffray June 2003 - August 2006
Education
Iowa State University 2007 — 2010
Master of Business Administration (M.B.A.)
Iowa State University 2007 — 2007
Family Financial Planning Certificate, Specialization with MBA
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
RBC Wealth Management 2009 - Present
UBS August 2006 - May 2009
Piper Jaffray June 2003 - August 2006
Education
Iowa State University 2007 — 2010
Master of Business Administration (M.B.A.)
Iowa State University 2007 — 2007
Family Financial Planning Certificate, Specialization with MBA
Iowa State University 1998 — 2002
Bachelor of Science (BS), Finance, General
Erica Graboyes's Piper Jaffray Experience July 2010 - December 2011
Job Financial Analyst II
Industry Consumer Goods
Experience
General Mills June 2015 - Present
Target November 2012 - June 2015
Target January 2012 - November 2012
Piper Jaffray July 2010 - December 2011
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Finance, Economics, Financial Analysis, Corporate Finance, Strategy, Bloomberg, Equities, Analysis, Data Analysis, Forecasting, Microsoft Excel
Education
Macalester College 2006 — 2010
Bachelor of Arts, Economics
University of St. Thomas
General Mills June 2015 - Present
Target November 2012 - June 2015
Target January 2012 - November 2012
Piper Jaffray July 2010 - December 2011
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, Finance, Economics, Financial Analysis, Corporate Finance, Strategy, Bloomberg, Equities, Analysis, Data Analysis, Forecasting, Microsoft Excel
Education
Macalester College 2006 — 2010
Bachelor of Arts, Economics
University of St. Thomas
April Vassau April Vassau's Piper Jaffray Experience November 2009 - August 2012
Job Campus Recruiter at Deloitte
Industry Financial Services
Experience
Deloitte August 2012 - Present
Piper Jaffray November 2009 - August 2012
Pactiv July 2006 - August 2009
Skills
Taleo, Onboarding, Management, Applicant Tracking..., Human Resources, Recruiting, Talent Acquisition, College Recruiting, Employee Relations, Talent Management
Education
University of Saint Thomas - School of Business 2009 — 2012
MBA
Indiana Wesleyan University 2002 — 2006
BS, Management and Marketing
Deloitte August 2012 - Present
Piper Jaffray November 2009 - August 2012
Pactiv July 2006 - August 2009
Skills
Taleo, Onboarding, Management, Applicant Tracking..., Human Resources, Recruiting, Talent Acquisition, College Recruiting, Employee Relations, Talent Management
Education
University of Saint Thomas - School of Business 2009 — 2012
MBA
Indiana Wesleyan University 2002 — 2006
BS, Management and Marketing
Heather Humbert's Piper Jaffray Experience June 2010 - Present
Job Executive Assistant, Capital Markets at Piper Jaffray
Industry Investment Banking
Experience
Minneapolis Institute of Arts August 2014 - Present
Piper Jaffray June 2010 - Present
RBC Capital Markets March 2004 - July 2010
New York Mills Regional Cultural Center May 2001 - March 2004
New York Mills Herald December 2000 - May 2001
American Board of Oral and Maxillofacial Surgery October 1998 - December 2000
Education
Lawrence University 1995 — 1998
BA, Studio Art
Maine South
Minneapolis Institute of Arts August 2014 - Present
Piper Jaffray June 2010 - Present
RBC Capital Markets March 2004 - July 2010
New York Mills Regional Cultural Center May 2001 - March 2004
New York Mills Herald December 2000 - May 2001
American Board of Oral and Maxillofacial Surgery October 1998 - December 2000
Education
Lawrence University 1995 — 1998
BA, Studio Art
Maine South
Greg Urban Greg Urban's Piper Jaffray Experience June 2007 - August 2007
Job Executive Director Global Industrials Group at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank February 2015 - Present
UBS Investment Bank March 2012 - Present
UBS Investment Bank March 2010 - March 2012
Piper Jaffray & Co. June 2008 - March 2010
Piper Jaffray June 2007 - August 2007
Ford Motor Company August 2001 - August 2006
Iowa State University January 2000 - August 2001
Caterpillar Inc. May 1999 - August 1999
Skills
Valuation, Capital Markets, Debt, Financial Modeling, Corporate Finance, Diversified Industrials, Automotive, Bloomberg, Equities, Engineering, Investment Banking, Investments, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Leveraged Finance, Private Equity, Financial Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Managing Organizations, Finance, Accounting
Iowa State University 2000 — 2001
MS, Mechanical Engineering
Iowa State University 1995 — 1999
BS, Mechanical Engineering
UBS Investment Bank February 2015 - Present
UBS Investment Bank March 2012 - Present
UBS Investment Bank March 2010 - March 2012
Piper Jaffray & Co. June 2008 - March 2010
Piper Jaffray June 2007 - August 2007
Ford Motor Company August 2001 - August 2006
Iowa State University January 2000 - August 2001
Caterpillar Inc. May 1999 - August 1999
Skills
Valuation, Capital Markets, Debt, Financial Modeling, Corporate Finance, Diversified Industrials, Automotive, Bloomberg, Equities, Engineering, Investment Banking, Investments, Mergers & Acquisitions, Strategy, Due Diligence, Emerging Markets, Leveraged Finance, Private Equity, Financial Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Managing Organizations, Finance, Accounting
Iowa State University 2000 — 2001
MS, Mechanical Engineering
Iowa State University 1995 — 1999
BS, Mechanical Engineering
Patrice Blaeser, MBA, CPPM's Piper Jaffray Experience July 1997 - April 2004
Job Manager, Corporate Entities at SUPERVALU
Industry Utilities
Experience
SUPERVALU September 2013 - Present
Xcel Energy Inc. April 2004 - September 2013
Piper Jaffray July 1997 - April 2004
Templeton and Associates October 1995 - July 1997
Prudential Home Mortgage Company (renamed and now known as Wells Fargo Mortgage) July 1988 - September 1995
Skills
Corporate Governance, Business Strategy, Strategic Planning, Customer Service, Microsoft Office, Corporate Law, Leadership, Legal Writing, Writing, Creative Writing, Project Management, Coordination, Sustainability, Energy, Key Performance..., Due Diligence, Database Design, Government, Securities Regulation, Risk Management, Business, Community Outreach, Corporate Finance, Securities, Analytics, E-Learning, Food, Events, Internet, Nonprofits, Mergers & Acquisitions, Time Management, Executive Management
Education
University of Phoenix - St Louis Park, MN Campus 2010 — 2012
Master of Business Administration (MBA), Business, Public Policy, Organizational Management, 3.94 GPA, May 2012 Graduate
University of St. Thomas - Center for Business Excellence
Project Management Professional Certification (PMP), Project Management
University of Minnesota-Twin Cities
BA, Business Communications, Legal Studies, 3.5 GPA, 1991 Graduate
Inver Hills Community College
Associate of Arts and Sciences (A.A.S.), ABA Approved Legal Assistant/Paralegal Program, 4.0 GPA, 1985 Graduate
Henry Sibley High School
High School Diploma, College Prep
SUPERVALU September 2013 - Present
Xcel Energy Inc. April 2004 - September 2013
Piper Jaffray July 1997 - April 2004
Templeton and Associates October 1995 - July 1997
Prudential Home Mortgage Company (renamed and now known as Wells Fargo Mortgage) July 1988 - September 1995
Skills
Corporate Governance, Business Strategy, Strategic Planning, Customer Service, Microsoft Office, Corporate Law, Leadership, Legal Writing, Writing, Creative Writing, Project Management, Coordination, Sustainability, Energy, Key Performance..., Due Diligence, Database Design, Government, Securities Regulation, Risk Management, Business, Community Outreach, Corporate Finance, Securities, Analytics, E-Learning, Food, Events, Internet, Nonprofits, Mergers & Acquisitions, Time Management, Executive Management
Education
University of Phoenix - St Louis Park, MN Campus 2010 — 2012
Master of Business Administration (MBA), Business, Public Policy, Organizational Management, 3.94 GPA, May 2012 Graduate
University of St. Thomas - Center for Business Excellence
Project Management Professional Certification (PMP), Project Management
University of Minnesota-Twin Cities
BA, Business Communications, Legal Studies, 3.5 GPA, 1991 Graduate
Inver Hills Community College
Associate of Arts and Sciences (A.A.S.), ABA Approved Legal Assistant/Paralegal Program, 4.0 GPA, 1985 Graduate
Henry Sibley High School
High School Diploma, College Prep
Timothy Yap's Piper Jaffray Experience 2011 - 2011
Job Senior Consultant at IBM
Industry Management Consulting
Experience
IBM Global Business Services August 2012 - Present
Piper Jaffray 2011 - 2011
Skills
Business Strategy, Capital Markets, Financial Analysis, Financial Accounting, Marketing Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honours Business Administration
University of Waterloo 2008 — 2010
Bachelor of Accounting and Financial Management (Honours), Minor in Human Resources
IBM Global Business Services August 2012 - Present
Piper Jaffray 2011 - 2011
Skills
Business Strategy, Capital Markets, Financial Analysis, Financial Accounting, Marketing Analytics
Education
The University of Western Ontario - Richard Ivey School of Business 2010 — 2012
Bachelor of Arts, Honours Business Administration
University of Waterloo 2008 — 2010
Bachelor of Accounting and Financial Management (Honours), Minor in Human Resources
Jon Ekoniak Jon Ekoniak's Piper Jaffray Experience 1999 - 2002
Job Charles Schwab & Co
Industry Financial Services
Experience
Charles Schwab 2015 - Present
IHS January 2014 - November 2014
Oracle 2003 - January 2014
Piper Jaffray 1999 - 2002
Robertson Stephens 1997 - 1999
U.S. Peace Corps March 1993 - May 1995
Andersen Consulting (Accenture) 1989 - 1993
Skills
Strategy, Enterprise Software, Product Marketing, Business Development, Analytics, SaaS, Leadership, Strategic Partnerships, Sales Enablement, Business Strategy, Product Management, Marketing Strategy, Consulting, Financial Modeling, Social Media, Sales Management, Customer Experience, Strategy Development, Offshore Operations, Venture Capital, Equity Research, Investments, Social Marketing, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Loyola Marymount University 1985 — 1989
BBA, Finance & Economics, Magna Cum Laude
Charles Schwab 2015 - Present
IHS January 2014 - November 2014
Oracle 2003 - January 2014
Piper Jaffray 1999 - 2002
Robertson Stephens 1997 - 1999
U.S. Peace Corps March 1993 - May 1995
Andersen Consulting (Accenture) 1989 - 1993
Skills
Strategy, Enterprise Software, Product Marketing, Business Development, Analytics, SaaS, Leadership, Strategic Partnerships, Sales Enablement, Business Strategy, Product Management, Marketing Strategy, Consulting, Financial Modeling, Social Media, Sales Management, Customer Experience, Strategy Development, Offshore Operations, Venture Capital, Equity Research, Investments, Social Marketing, Acquisitions
Education
Stanford University Graduate School of Business 1995 — 1997
MBA
Loyola Marymount University 1985 — 1989
BBA, Finance & Economics, Magna Cum Laude
Cain Kobert, CFP®'s Piper Jaffray Experience February 2001 - June 2006
Job President, Rocky Mountain Wealth Management
Industry Financial Services
Experience
Rocky Mountain Wealth Management 2006 - Present
Piper Jaffray February 2001 - June 2006
Morgan Stanley October 1998 - February 2001
Paine Webber August 1996 - October 1998
Skills
Investments, Strategic Financial..., Wealth Management, Securities, Insurance, Financial Services, Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement, Asset Allocation
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Rocky Mountain Wealth Management 2006 - Present
Piper Jaffray February 2001 - June 2006
Morgan Stanley October 1998 - February 2001
Paine Webber August 1996 - October 1998
Skills
Investments, Strategic Financial..., Wealth Management, Securities, Insurance, Financial Services, Series 7, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement, Asset Allocation
Education
Michigan State University
Bachelor of Arts (B.A.), Finance
Jessica Baier's Piper Jaffray Experience January 2011 - January 2011
Job Consultant
Industry Financial Services
Experience
Deloitte Consulting August 2012 - Present
Karl Egge Inc. October 2009 - May 2012
3M May 2011 - August 2011
Piper Jaffray January 2011 - January 2011
Skills
Public Speaking, Microsoft Office, Data Analysis, Economics, Financial Modeling, Customer Service, Project Delivery, PowerPoint, Microsoft Excel, Financial Analysis, Business Analysis, Microsoft Word
Education
Macalester College 2008 — 2012
B.A., Economics, Statistics & Legal Studies
Deloitte Consulting August 2012 - Present
Karl Egge Inc. October 2009 - May 2012
3M May 2011 - August 2011
Piper Jaffray January 2011 - January 2011
Skills
Public Speaking, Microsoft Office, Data Analysis, Economics, Financial Modeling, Customer Service, Project Delivery, PowerPoint, Microsoft Excel, Financial Analysis, Business Analysis, Microsoft Word
Education
Macalester College 2008 — 2012
B.A., Economics, Statistics & Legal Studies
April Little April Little's Piper Jaffray Experience April 2001 - February 2006
Job Human Resources and Financial Professional seeking employment
Industry Human Resources
Experience
Las Vegas Area February 2012 - Present
Condit and Associates, LLC 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2009
Michael Baker International April 2006 - October 2007
Piper Jaffray April 2001 - February 2006
Skills
Human Resources, Brokerage, Public Administration, Finance, Case Management, Recruiting, Employee Relations, Employee Benefits, Workforce Planning, Training, Personnel Management, Leadership Development, Team Building, Interviews, Business Development, Banking, Budgets, Data Entry, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Strategic Planning, HRIS, Social Networking, Microsoft Office
Education
Webster University 2003 — 2005
Master of Arts, Public Administration/Human Resource Management, 3.82
Wayland Baptist University 2001 — 2003
Bachelor of Arts, Business Administration
Michigan State University
Las Vegas Area February 2012 - Present
Condit and Associates, LLC 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2009
Michael Baker International April 2006 - October 2007
Piper Jaffray April 2001 - February 2006
Skills
Human Resources, Brokerage, Public Administration, Finance, Case Management, Recruiting, Employee Relations, Employee Benefits, Workforce Planning, Training, Personnel Management, Leadership Development, Team Building, Interviews, Business Development, Banking, Budgets, Data Entry, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Strategic Planning, HRIS, Social Networking, Microsoft Office
Education
Webster University 2003 — 2005
Master of Arts, Public Administration/Human Resource Management, 3.82
Wayland Baptist University 2001 — 2003
Bachelor of Arts, Business Administration
Michigan State University
David Fullerton's Piper Jaffray Experience 2002 - 2005
Job Managing Director at BTIG LLC
Industry Banking
Experience
BTIG LLC March 2012 - Present
JMP Securities June 2005 - June 2011
Piper Jaffray 2002 - 2005
Robertson Stephens 1999 - 2002
Bank of America 1982 - 1999
Skills
Investment Banking, Corporate Finance, Financial Modeling, Convertible Bonds, Private Equity, Private Placements, Equities, Capital Markets, Alternative Investments, Structured Finance, Series 7, Bloomberg, Fixed Income, Structuring, Structured Products, Financial Structuring, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Securities, Valuation, LBO, Emerging Markets, Equity Capital Markets
Education
Massachusetts Institute of Technology
MBA - Finance, Finance and Financial Management Services
Princeton University
BA, Finance and Economics
BTIG LLC March 2012 - Present
JMP Securities June 2005 - June 2011
Piper Jaffray 2002 - 2005
Robertson Stephens 1999 - 2002
Bank of America 1982 - 1999
Skills
Investment Banking, Corporate Finance, Financial Modeling, Convertible Bonds, Private Equity, Private Placements, Equities, Capital Markets, Alternative Investments, Structured Finance, Series 7, Bloomberg, Fixed Income, Structuring, Structured Products, Financial Structuring, Venture Capital, Mergers & Acquisitions, Hedge Funds, Investments, Equity Research, Securities, Valuation, LBO, Emerging Markets, Equity Capital Markets
Education
Massachusetts Institute of Technology
MBA - Finance, Finance and Financial Management Services
Princeton University
BA, Finance and Economics
Daniel Wiebe Daniel Wiebe's Piper Jaffray Experience May 1993 - February 1994
Job VP, District Manager at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank March 2002 - Present
Project Lucas August 2006 - Present
Step By Step June 2010 - Present
US Bank February 1994 - March 2002
Piper Jaffray May 1993 - February 1994
Skills
Loans, Banking, Commercial Lending, Investments, Mortgage Lending, Financial Analysis, Commercial Banking, FHA, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Refinance, Lines Of Credit, Loan Origination
Education
Liberty University 1989 — 1993
HomeStreet Bank March 2002 - Present
Project Lucas August 2006 - Present
Step By Step June 2010 - Present
US Bank February 1994 - March 2002
Piper Jaffray May 1993 - February 1994
Skills
Loans, Banking, Commercial Lending, Investments, Mortgage Lending, Financial Analysis, Commercial Banking, FHA, Credit, Credit Analysis, Small Business Lending, Consumer Lending, Refinance, Lines Of Credit, Loan Origination
Education
Liberty University 1989 — 1993
Natalie Brinkman, AAMS Natalie Brinkman, AAMS's Piper Jaffray Experience 1998 - 2005
Job LPL Financial Advisor & LPL Branch Manager at TurnKey Financial Mgmt LLC, Wealth Manager
Industry Financial Services
Experience
LPL Financial February 2012 - Present
Edward Jones June 2005 - February 2012
Piper Jaffray 1998 - 2005
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Investments, Financial Planning, Bonds, Retirement Planning, Series 7, Strategic Financial...
Education
University of Minnesota-Twin Cities
Metropolitan State University
Queens College
LPL Financial February 2012 - Present
Edward Jones June 2005 - February 2012
Piper Jaffray 1998 - 2005
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Investments, Financial Planning, Bonds, Retirement Planning, Series 7, Strategic Financial...
Education
University of Minnesota-Twin Cities
Metropolitan State University
Queens College
Lisa Zalaznik Lisa Zalaznik's Piper Jaffray Experience October 1995 - April 2000
Job Human Resource Manager, PHR at Anemometry Specialists
Industry Renewables & Environment
Experience
Anemometry Specialists December 2008 - Present
RR Donnelley February 2004 - December 2008
Becker Furniture World April 2000 - February 2004
Piper Jaffray October 1995 - April 2000
Skills
HR Policies, Employee Relations, Benefits Administration, Compensation, Performance Appraisal, Hiring Employees, Interviewing Skills, Microsoft Office, ADP Payroll, Ceridian Payroll System, Affirmative Action, Employee Benefits, Digital Photography, Recruiting, Training, Payroll, Screening, Human Resources, Administration, HRIS, Management, Deferred Compensation, New Hire Orientations, Hiring
Education
Iowa Lakes Community College 2013 — 2013
Quickbooks; Intro and Advanced courses
Occupational Safety and Health Administration 2013 — 2013
10 hour General Industry training course
HR Certification Institute 2008 — 2008
Professional in Human Resources (PHR), Human Resources Management/Personnel Administration, General
Anemometry Specialists December 2008 - Present
RR Donnelley February 2004 - December 2008
Becker Furniture World April 2000 - February 2004
Piper Jaffray October 1995 - April 2000
Skills
HR Policies, Employee Relations, Benefits Administration, Compensation, Performance Appraisal, Hiring Employees, Interviewing Skills, Microsoft Office, ADP Payroll, Ceridian Payroll System, Affirmative Action, Employee Benefits, Digital Photography, Recruiting, Training, Payroll, Screening, Human Resources, Administration, HRIS, Management, Deferred Compensation, New Hire Orientations, Hiring
Education
Iowa Lakes Community College 2013 — 2013
Quickbooks; Intro and Advanced courses
Occupational Safety and Health Administration 2013 — 2013
10 hour General Industry training course
HR Certification Institute 2008 — 2008
Professional in Human Resources (PHR), Human Resources Management/Personnel Administration, General
Lois Quam's Piper Jaffray Experience 2007 - 2009
Job Chief Operating Officer at The Nature Conservancy
Industry Nonprofit Organization Management
Experience
The Nature Conservancy April 2014 - Present
U.S. Department of State 2012 - 2014
U.S. Department of State 2011 - 2012
Tysvar, LLC 2009 - 2010
Piper Jaffray 2007 - 2009
UnitedHealth Group 1989 - 2007
Partners National Health Plan 1987 - 1988
Education
University of Oxford
Master's Degree, Philosophy, Politics and Economics
Macalester College
Bachelor's Degree, Political Science
The Nature Conservancy April 2014 - Present
U.S. Department of State 2012 - 2014
U.S. Department of State 2011 - 2012
Tysvar, LLC 2009 - 2010
Piper Jaffray 2007 - 2009
UnitedHealth Group 1989 - 2007
Partners National Health Plan 1987 - 1988
Education
University of Oxford
Master's Degree, Philosophy, Politics and Economics
Macalester College
Bachelor's Degree, Political Science
Natalie Fung Natalie Fung's Piper Jaffray Experience June 2011 - August 2011
Job Specialist, Pricing at Virgin Mobile Canada
Industry Telecommunications
Experience
Virgin Mobile Canada March 2014 - Present
Bell Canada July 2012 - March 2014
Piper Jaffray June 2011 - August 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honour Business Administration
Virgin Mobile Canada March 2014 - Present
Bell Canada July 2012 - March 2014
Piper Jaffray June 2011 - August 2011
Education
The University of Western Ontario - Richard Ivey School of Business 2008 — 2012
Honour Business Administration
Hima Reddy's Piper Jaffray Experience October 2014 - Present
Job Technical Research Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2014 - Present
New York Institute of Finance July 2013 - Present
Wealthy Castle May 2014 - October 2014
Self Employed January 2011 - April 2014
Informa Global Markets November 2006 - December 2010
Self-employed September 2002 - November 2006
Kaplan Test Prep and Admissions January 2002 - June 2003
Skills
Technical Analysis, Equities, Commodities, FX, Dance, Blogging, Volunteer Recruiting, Managing Volunteers, Microsoft Office, Event Planning, Event Management, Public Speaking, Technical Writing, Creative Writing, Commodity, FX Options, Trading Strategies, Securities, Trading, Risk Management, Financial Markets, Investments, Bonds, Equity Research, Fixed Income, Analysis, Trading Systems, Hedge Funds, Currency, Volunteer Management, Derivatives
Education
Indiana University Bloomington 1997 — 2001
BS, Finance
Piper Jaffray October 2014 - Present
New York Institute of Finance July 2013 - Present
Wealthy Castle May 2014 - October 2014
Self Employed January 2011 - April 2014
Informa Global Markets November 2006 - December 2010
Self-employed September 2002 - November 2006
Kaplan Test Prep and Admissions January 2002 - June 2003
Skills
Technical Analysis, Equities, Commodities, FX, Dance, Blogging, Volunteer Recruiting, Managing Volunteers, Microsoft Office, Event Planning, Event Management, Public Speaking, Technical Writing, Creative Writing, Commodity, FX Options, Trading Strategies, Securities, Trading, Risk Management, Financial Markets, Investments, Bonds, Equity Research, Fixed Income, Analysis, Trading Systems, Hedge Funds, Currency, Volunteer Management, Derivatives
Education
Indiana University Bloomington 1997 — 2001
BS, Finance
Rick Estenson Rick Estenson's Piper Jaffray Experience October 1981 - January 2002
Job Vice President of Business Development at First National Bank of Northfield
Industry Banking
Experience
First National Bank of Northfield August 2004 - Present
Wells Fargo Investments January 2002 - August 2004
Piper Jaffray October 1981 - January 2002
Chicago Board of Trade January 1981 - October 1981
Chicago Board of Trade June 1978 - January 1981
Skills
Mortgage Lending, Loans, Strategic Planning, Banking, Financial Analysis, Team Building, Customer Service, Leadership, Process Improvement, Estate Planning, Risk Management, Public Speaking, Budgets, Sales, Small Business, Non-profits, Executive Management, Team Leadership, Leadership Development, Insurance, Marketing Strategy, Credit, Coaching, Nonprofits, Fundraising, Business Development, Finance, New Business Development, Program Management
Education
Luther College 1974 — 1978
BA, Accounting
Hector High School 1970 — 1974
First National Bank of Northfield August 2004 - Present
Wells Fargo Investments January 2002 - August 2004
Piper Jaffray October 1981 - January 2002
Chicago Board of Trade January 1981 - October 1981
Chicago Board of Trade June 1978 - January 1981
Skills
Mortgage Lending, Loans, Strategic Planning, Banking, Financial Analysis, Team Building, Customer Service, Leadership, Process Improvement, Estate Planning, Risk Management, Public Speaking, Budgets, Sales, Small Business, Non-profits, Executive Management, Team Leadership, Leadership Development, Insurance, Marketing Strategy, Credit, Coaching, Nonprofits, Fundraising, Business Development, Finance, New Business Development, Program Management
Education
Luther College 1974 — 1978
BA, Accounting
Hector High School 1970 — 1974
Andy Fronek, CFP® Andy Fronek, CFP®'s Piper Jaffray Experience January 1996 - May 1998
Job Capital Markets Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - Present
Allstate Financial September 2009 - June 2011
The Hartford March 2005 - November 2008
US Bank January 2000 - December 2004
US Bank May 1998 - January 2000
Piper Jaffray January 1996 - May 1998
Skills
Leadership, Finance, Financial Services, Sales Operations, Sales Process, Coaching, Time Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Sales, Marketing
Education
Miami University 1992 — 1995
B.S., Finance
Edina High School 1988 — 1991
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. June 2011 - Present
Allstate Financial September 2009 - June 2011
The Hartford March 2005 - November 2008
US Bank January 2000 - December 2004
US Bank May 1998 - January 2000
Piper Jaffray January 1996 - May 1998
Skills
Leadership, Finance, Financial Services, Sales Operations, Sales Process, Coaching, Time Management, Strategic Financial..., Fixed Annuities, Financial Advisory, Sales, Marketing
Education
Miami University 1992 — 1995
B.S., Finance
Edina High School 1988 — 1991
Stacy Kline Stacy Kline's Piper Jaffray Experience 2000 - 2008
Job Executive Legal Assistant at Dougherty & Company
Industry Investment Banking
Experience
Dougherty Financial Group LLC January 2009 - Present
Piper Jaffray 2000 - 2008
Prudential Insurance January 1989 - January 1999
Skills
MS Office Suite, PowerPoint, I am a notary, and..., Microsoft Office, Management, Employee Training, Event Planning, Leadership
Education
North Hennepin Community College 1985 — 1990
AA, Communications
Metropolitan State University
Communications/General
Dougherty Financial Group LLC January 2009 - Present
Piper Jaffray 2000 - 2008
Prudential Insurance January 1989 - January 1999
Skills
MS Office Suite, PowerPoint, I am a notary, and..., Microsoft Office, Management, Employee Training, Event Planning, Leadership
Education
North Hennepin Community College 1985 — 1990
AA, Communications
Metropolitan State University
Communications/General
Steve Hamill Steve Hamill's Piper Jaffray Experience July 2003 - July 2006
Job Managing Director at Winslow Capital
Industry Financial Services
Experience
Winslow Capital October 2006 - Present
Piper Jaffray July 2003 - July 2006
RBC Capital Markets July 2000 - June 2003
Arthur Andersen LLP August 1993 - June 2000
Education
Marquette University 1989 — 1993
BS, Finance, Economics
Winslow Capital October 2006 - Present
Piper Jaffray July 2003 - July 2006
RBC Capital Markets July 2000 - June 2003
Arthur Andersen LLP August 1993 - June 2000
Education
Marquette University 1989 — 1993
BS, Finance, Economics
Brian Schwartz Brian Schwartz's Piper Jaffray Experience April 2008 - December 2010
Job Managing Director, Senior Equity Research Analyst at Oppenheimer & Co.
Industry Capital Markets
Experience
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Oppenheimer & Co. April 2012 - Present
ThinkEquity LLC December 2010 - April 2012
Piper Jaffray April 2008 - December 2010
Montgomery & Co. November 2007 - April 2008
RBC Capital Markets May 2004 - October 2007
Wells Capital Management May 2003 - August 2003
Skills
SaaS, Business Intelligence, Data Analysis, Cloud Computing, CRM, Software, Mobile Devices, Databases, Linux, ERP, Data Management, Virtualization, Open Source, Data Integration, Operating Systems, VOD, Content Management, Middleware, Systems Management, Enterprise Social...
Education
Michigan State University - The Eli Broad College of Business 2002 — 2004
MBA, Finance and General Management
University of Michigan 1990 — 1994
BA, Kinesiology
Mike Ritzenthaler's Piper Jaffray Experience June 2010 - Present
Job Finance and Engineering
Industry Financial Services
Experience
Piper Jaffray June 2010 - Present
TPG Credit Management June 2008 - July 2009
AMEC May 2006 - June 2008
Abengoa Bioenergy April 2006 - April 2007
NatureWorks LLC August 2000 - May 2006
Skills
Financial Modeling, Biofuels, Business Development, Entrepreneurship, R&D
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA, Finance and Strategic Management
Washington University in St. Louis 1998 — 2000
BS, Chemical Engineering
Lawrence University 1995 — 1998
BA, Chemistry
Piper Jaffray June 2010 - Present
TPG Credit Management June 2008 - July 2009
AMEC May 2006 - June 2008
Abengoa Bioenergy April 2006 - April 2007
NatureWorks LLC August 2000 - May 2006
Skills
Financial Modeling, Biofuels, Business Development, Entrepreneurship, R&D
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA, Finance and Strategic Management
Washington University in St. Louis 1998 — 2000
BS, Chemical Engineering
Lawrence University 1995 — 1998
BA, Chemistry
Steve Hruby, CPA's Piper Jaffray Experience June 2015 - Present
Job Healthcare Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
Real Capital Investments, LLC June 2013 - Present
EY June 2014 - May 2015
PwC August 2012 - May 2014
PwC June 2011 - March 2012
Skills
Mergers & Acquisitions, Due Diligence, Transaction Advisory..., Auditing, Accounting, CPA, Financial Modeling, Account Reconciliation, Assurance, Microsoft Word, SEC filings, SOX 404, Financial Statement..., Utility Industry, Pensions, Analytical Skills, Maintaining Strong..., Financial Accounting, GAAP, IFRS
Education
John Carroll University 2008 — 2012
Bachelor of Science in Business Administration, Accountancy
Saint Ignatius High School 2004 — 2008
High School
CFA Institute
Level III CFA Candidate
Piper Jaffray June 2015 - Present
Real Capital Investments, LLC June 2013 - Present
EY June 2014 - May 2015
PwC August 2012 - May 2014
PwC June 2011 - March 2012
Skills
Mergers & Acquisitions, Due Diligence, Transaction Advisory..., Auditing, Accounting, CPA, Financial Modeling, Account Reconciliation, Assurance, Microsoft Word, SEC filings, SOX 404, Financial Statement..., Utility Industry, Pensions, Analytical Skills, Maintaining Strong..., Financial Accounting, GAAP, IFRS
Education
John Carroll University 2008 — 2012
Bachelor of Science in Business Administration, Accountancy
Saint Ignatius High School 2004 — 2008
High School
CFA Institute
Level III CFA Candidate
Dan Krzmarzick Dan Krzmarzick's Piper Jaffray Experience July 2009 - June 2011
Job Business Development at Curaspan Health Group
Industry Hospital & Health Care
Experience
Curaspan May 2015 - Present
Curaspan December 2012 - May 2015
Curaspan November 2011 - December 2012
Piper Jaffray July 2009 - June 2011
Linden Capital Partners 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Business Planning, Mergers, Business Strategy, Project Execution, Acquisition Analysis, Mergers & Acquisitions, Strategy, Venture Capital, Start-ups, Cross-functional Team..., Process Improvement, Leadership
Education
Miami University 2005 — 2009
BS, Finance, Accountancy
Curaspan May 2015 - Present
Curaspan December 2012 - May 2015
Curaspan November 2011 - December 2012
Piper Jaffray July 2009 - June 2011
Linden Capital Partners 2011 - 2011
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Business Planning, Mergers, Business Strategy, Project Execution, Acquisition Analysis, Mergers & Acquisitions, Strategy, Venture Capital, Start-ups, Cross-functional Team..., Process Improvement, Leadership
Education
Miami University 2005 — 2009
BS, Finance, Accountancy
Vicki Wright's Piper Jaffray Experience 1998 - 2000
Job Creative Communicator & Strategist
Industry Marketing and Advertising
Experience
Minnesota Democratic-Farmer-Labor Party March 2012 - Present
Vicki Wright - Strategic Content & Creative Communications January 2004 - Present
Thomson Reuters May 2000 - January 2004
Piper Jaffray 1998 - 2000
Travelers Insurance (formerly St. Paul Cos., Inc.) 1994 - 1998
BI, Inc. (Formerly Business Incentives) 1990 - 1994
Skills
Strategic Communications, Brand Development, Direct Mail, Advertising, Promotions, Copywriting, Marketing Communications, Multi-channel Marketing, Marketing Strategy, Strategic Planning, Marketing, SEO, Media Relations, Event Planning, Creative Direction, Nonprofits, Public Relations, Graphic Design, Corporate Branding, Public Speaking, Editing, Leadership, Social Media, Politics, Newsletters, Online Marketing, Blogging, Corporate Communications, Press Releases, Web Design, Creative Writing, Content Management, Publishing, Social Networking, Training, Internal Communications, Management, Copy Editing, Facebook, Content Development, Entrepreneurship, New Media, Social Media Marketing, Crisis Communications, Digital Marketing, Fundraising, Creative Strategy, Publicity, Brochures, Online Advertising
Education
Kalamazoo College 1968 — 1972
BA, Art, English
Minnesota Democratic-Farmer-Labor Party March 2012 - Present
Vicki Wright - Strategic Content & Creative Communications January 2004 - Present
Thomson Reuters May 2000 - January 2004
Piper Jaffray 1998 - 2000
Travelers Insurance (formerly St. Paul Cos., Inc.) 1994 - 1998
BI, Inc. (Formerly Business Incentives) 1990 - 1994
Skills
Strategic Communications, Brand Development, Direct Mail, Advertising, Promotions, Copywriting, Marketing Communications, Multi-channel Marketing, Marketing Strategy, Strategic Planning, Marketing, SEO, Media Relations, Event Planning, Creative Direction, Nonprofits, Public Relations, Graphic Design, Corporate Branding, Public Speaking, Editing, Leadership, Social Media, Politics, Newsletters, Online Marketing, Blogging, Corporate Communications, Press Releases, Web Design, Creative Writing, Content Management, Publishing, Social Networking, Training, Internal Communications, Management, Copy Editing, Facebook, Content Development, Entrepreneurship, New Media, Social Media Marketing, Crisis Communications, Digital Marketing, Fundraising, Creative Strategy, Publicity, Brochures, Online Advertising
Education
Kalamazoo College 1968 — 1972
BA, Art, English
Kenny Lalwani Kenny Lalwani's Piper Jaffray Experience 2012 - 2012
Job M&A Advisor
Industry Investment Management
Experience
Family Office April 2015 - Present
Cowen and Company September 2013 - April 2015
University of Michigan - Stephen M. Ross School of Business July 2011 - May 2013
Divine Capital Markets May 2012 - August 2012
Piper Jaffray 2012 - 2012
Duramold, Inc April 2009 - July 2011
Juggernaut Oil April 2009 - July 2011
Duramold, Inc. March 2007 - April 2009
David R. Williams Research Laboratories April 2005 - December 2005
Skills
Financial Modeling, Investments, Data Analysis, Market Research, Competitive Analysis, Financial Analysis, Valuation, Business Strategy, Project Management, Entrepreneurship, Product Development, Analytics, Management Consulting, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA Candidate, Economics, Finance, Entrepreneurship
Indiana University Bloomington 2002 — 2006
Bachelors of Science, Biochemistry, Anthropology
Family Office April 2015 - Present
Cowen and Company September 2013 - April 2015
University of Michigan - Stephen M. Ross School of Business July 2011 - May 2013
Divine Capital Markets May 2012 - August 2012
Piper Jaffray 2012 - 2012
Duramold, Inc April 2009 - July 2011
Juggernaut Oil April 2009 - July 2011
Duramold, Inc. March 2007 - April 2009
David R. Williams Research Laboratories April 2005 - December 2005
Skills
Financial Modeling, Investments, Data Analysis, Market Research, Competitive Analysis, Financial Analysis, Valuation, Business Strategy, Project Management, Entrepreneurship, Product Development, Analytics, Management Consulting, Corporate Finance
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA Candidate, Economics, Finance, Entrepreneurship
Indiana University Bloomington 2002 — 2006
Bachelors of Science, Biochemistry, Anthropology
O'Leary Patrick O'Leary Patrick's Piper Jaffray Experience March 2005 - July 2015
Job Partner at Grindstone Partners, LLC
Industry Financial Services
Experience
Grindstone Partners, LLC March 2014 - Present
Piper Jaffray March 2005 - July 2015
Dougherty & Company 1998 - 2005
Miller & Schroeder 1989 - 1998
Skills
Equities, Valuation, Series 7, Investments, Financial Modeling, Bonds, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Investment Banking, Private Equity, Finance, Hedge Funds, Due Diligence, Securities, Financial Analysis
Education
Lawrence University 1987 — 1991
BS, Economics and Slavic Linguistics
Grindstone Partners, LLC March 2014 - Present
Piper Jaffray March 2005 - July 2015
Dougherty & Company 1998 - 2005
Miller & Schroeder 1989 - 1998
Skills
Equities, Valuation, Series 7, Investments, Financial Modeling, Bonds, Capital Markets, Asset Management, Fixed Income, Portfolio Management, Investment Banking, Private Equity, Finance, Hedge Funds, Due Diligence, Securities, Financial Analysis
Education
Lawrence University 1987 — 1991
BS, Economics and Slavic Linguistics
Alex Travis Alex Travis's Piper Jaffray Experience 2004 - 2007
Job Principal at Medallion Capital, Inc.
Industry Investment Management
Experience
Medallion Capital, Inc. May 2014 - Present
Northstar Capital August 2012 - February 2014
Aviva Investors North America May 2010 - July 2012
Churchill Capital April 2007 - March 2009
GMB Mezzanine Capital 2009 - 2009
Piper Jaffray 2004 - 2007
American Equity Life Insurance 2002 - 2004
Skills
Mergers & Acquisitions, LBO, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Investments, Securities, Leveraged Finance
Education
Iowa State University 1996 — 2000
BS, Finance
Medallion Capital, Inc. May 2014 - Present
Northstar Capital August 2012 - February 2014
Aviva Investors North America May 2010 - July 2012
Churchill Capital April 2007 - March 2009
GMB Mezzanine Capital 2009 - 2009
Piper Jaffray 2004 - 2007
American Equity Life Insurance 2002 - 2004
Skills
Mergers & Acquisitions, LBO, Capital Markets, Private Equity, Portfolio Management, Fixed Income, Investments, Securities, Leveraged Finance
Education
Iowa State University 1996 — 2000
BS, Finance
Susan Judkins Josten Susan Judkins Josten's Piper Jaffray Experience May 2007 - December 2008
Job Project Developer at KJWW Engineering Consultants
Industry Financial Services
Experience
KJWW Engineering Consultants May 2013 - Present
City of Clive November 2013 - Present
MSA Professional Services, Inc. August 2011 - April 2013
Citizens for Susan Judkins, Les Aasheim, Treasurer March 2012 - November 2012
Rebuild Iowa January 2009 - June 2011
Piper Jaffray May 2007 - December 2008
Iowa League of Cities November 2001 - June 2007
Iowa Department of Economic Development 1999 - 2001
Warren County Economic Development Corporation 1997 - 1999
Faegre & Benson LLP 1997 - 1997
Skills
Economic Development, Policy, Community Outreach, Non-profits, Grant Writing, Public Speaking, Fundraising, Strategic Planning, Public Relations, Community Development, Budgets, Research, Event Planning, Marketing, Volunteer Management, Media Relations, Social Media, Proposal Writing, Project Management, Leadership, Government, Public Policy, Policy Analysis, Legislative Relations, Local Government, Program Development, Nonprofits, Politics, Public Administration, Municipalities, Press Releases, Project Planning, Grants, Marketing Communications, Leadership Development, Land Use Planning, Training, Strategic Communications, Management, Grassroots Organizing, Sustainability, Program Management, Editing, Redevelopment, Event Management, Strategy, Contract Negotiation, Business Development, Analysis, Organizational...
Education
University of Iowa 2006 — 2008
MBA, Executive MBA
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
EMBA
Simpson College 1984 — 1985
BA, Business Management
Iowa State University 1976 — 1979
Marketing
Washington High School 1973 — 1976
KJWW Engineering Consultants May 2013 - Present
City of Clive November 2013 - Present
MSA Professional Services, Inc. August 2011 - April 2013
Citizens for Susan Judkins, Les Aasheim, Treasurer March 2012 - November 2012
Rebuild Iowa January 2009 - June 2011
Piper Jaffray May 2007 - December 2008
Iowa League of Cities November 2001 - June 2007
Iowa Department of Economic Development 1999 - 2001
Warren County Economic Development Corporation 1997 - 1999
Faegre & Benson LLP 1997 - 1997
Skills
Economic Development, Policy, Community Outreach, Non-profits, Grant Writing, Public Speaking, Fundraising, Strategic Planning, Public Relations, Community Development, Budgets, Research, Event Planning, Marketing, Volunteer Management, Media Relations, Social Media, Proposal Writing, Project Management, Leadership, Government, Public Policy, Policy Analysis, Legislative Relations, Local Government, Program Development, Nonprofits, Politics, Public Administration, Municipalities, Press Releases, Project Planning, Grants, Marketing Communications, Leadership Development, Land Use Planning, Training, Strategic Communications, Management, Grassroots Organizing, Sustainability, Program Management, Editing, Redevelopment, Event Management, Strategy, Contract Negotiation, Business Development, Analysis, Organizational...
Education
University of Iowa 2006 — 2008
MBA, Executive MBA
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
EMBA
Simpson College 1984 — 1985
BA, Business Management
Iowa State University 1976 — 1979
Marketing
Washington High School 1973 — 1976
Lois Quam Lois Quam's Piper Jaffray Experience 2007 - April 2009
Job Founder and Chair at Tysvar, LLC
Industry Environmental Services
Experience
Tysvar, LLC April 2009 - Present
General Mills 2007 - Present
Piper Jaffray 2007 - April 2009
UnitedHealth Group 1990 - 2007
Education
Macalester College
BA, Political Science
University of Oxford
Philosophy, Politics, Economics
Tysvar, LLC April 2009 - Present
General Mills 2007 - Present
Piper Jaffray 2007 - April 2009
UnitedHealth Group 1990 - 2007
Education
Macalester College
BA, Political Science
University of Oxford
Philosophy, Politics, Economics
Karen O'Grady Karen O'Grady's Piper Jaffray Experience February 2000 - December 2006
Job Global Bid Manager
Industry Mechanical or Industrial Engineering
Experience
Entrust Datacard (formerly Datacard Group) January 2009 - Present
Datacard Group May 2008 - January 2009
KOG Integrated Marketing Communications November 1998 - January 2009
Children's Hospitals and Clinics of Minnesota January 2008 - May 2008
Woodbury Financial January 2007 - June 2007
Piper Jaffray February 2000 - December 2006
American Express April 1997 - November 1998
PDI Ninth House April 1987 - March 1997
Skills
Marketing Communications, Copy Editing, Editing, Integrated Marketing, Proposal Writing, Marketing, Internal Communications, Press Releases, Corporate Communications, Brand Management, Microsoft Word, Strategy, Microsoft Office, Brand Development, Copywriting, AP Style, Writing, Visual Communication, Proposal Support, Proposal Generation, Government Proposals, Corporate Branding, Brochures, Marketing Management, Public Relations, Adobe Acrobat, B2B Marketing, Marketing Strategy, Media Relations, Strategic Communications, Brand Communication, Marcom Project..., Qvidian Proposal..., Commercial Proposals
Education
University of Saint Thomas - School of Business 2009 — 2009
Certificate, Mini MBA
Metropolitan State University 1998 — 2006
Bachelor's, Integrated Marketing Communications
MCAD 1997 — 1997
N/A, Graphic Design I class, A
Dakota County Area Vocational Technical Institute
Legal Secretary, Professional Administrative
Entrust Datacard (formerly Datacard Group) January 2009 - Present
Datacard Group May 2008 - January 2009
KOG Integrated Marketing Communications November 1998 - January 2009
Children's Hospitals and Clinics of Minnesota January 2008 - May 2008
Woodbury Financial January 2007 - June 2007
Piper Jaffray February 2000 - December 2006
American Express April 1997 - November 1998
PDI Ninth House April 1987 - March 1997
Skills
Marketing Communications, Copy Editing, Editing, Integrated Marketing, Proposal Writing, Marketing, Internal Communications, Press Releases, Corporate Communications, Brand Management, Microsoft Word, Strategy, Microsoft Office, Brand Development, Copywriting, AP Style, Writing, Visual Communication, Proposal Support, Proposal Generation, Government Proposals, Corporate Branding, Brochures, Marketing Management, Public Relations, Adobe Acrobat, B2B Marketing, Marketing Strategy, Media Relations, Strategic Communications, Brand Communication, Marcom Project..., Qvidian Proposal..., Commercial Proposals
Education
University of Saint Thomas - School of Business 2009 — 2009
Certificate, Mini MBA
Metropolitan State University 1998 — 2006
Bachelor's, Integrated Marketing Communications
MCAD 1997 — 1997
N/A, Graphic Design I class, A
Dakota County Area Vocational Technical Institute
Legal Secretary, Professional Administrative
Rebecca Forest's Piper Jaffray Experience September 2011 - August 2013
Job Associate at New Leaf Venture Partners
Industry Biotechnology
Experience
New Leaf Venture Partners February 2015 - Present
Jefferies August 2013 - February 2015
Piper Jaffray September 2011 - August 2013
Bay City Capital March 2009 - September 2011
Bank of America June 2006 - March 2009
Education
Indiana University Bloomington 2002 — 2006
BS Mathematics, BS Biochemistry, Minors in French and Economics
New Leaf Venture Partners February 2015 - Present
Jefferies August 2013 - February 2015
Piper Jaffray September 2011 - August 2013
Bay City Capital March 2009 - September 2011
Bank of America June 2006 - March 2009
Education
Indiana University Bloomington 2002 — 2006
BS Mathematics, BS Biochemistry, Minors in French and Economics
Aasim Shaik Aasim Shaik's Piper Jaffray Experience June 2013 - August 2013
Job Senior Consultant, Transaction Advisory Services at EY
Industry Management Consulting
Experience
EY June 2014 - Present
Piper Jaffray June 2013 - August 2013
BUCS Analytics May 2013 - June 2013
Virtual Soldier Research September 2012 - May 2013
GE Healthcare May 2010 - June 2012
Delphi Automotive Systems July 2007 - May 2010
Skills
Financial Statement..., Microsoft Excel, DCF Valuation, Management Accounting, Regression Analysis, Business Ideas, Agile Project Management, Team Leadership, Scrum, .NET, Mobile Applications, Software Development, Software Design, C#, Leadership, Agile Methodologies, Financial Modeling, Start-ups, Product Development, Competitive Analysis, Analysis, Analytics, Project Management, Strategy, Cross-functional Team..., Product Management, Data Analysis, Management, SQL, Requirements Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.96 / 4.0
Manipal Institute of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Electronics & Communications, 9.43 / 10.0
Nalanda Junior College 2001 — 2003
Secondary school degree, Mathematics, Physics and Chemistry, 966 / 1000
Guild of Service 1990 — 2001
High School (upto 10th grade), Mathematics, Sciences and English, 90.67 %
EY June 2014 - Present
Piper Jaffray June 2013 - August 2013
BUCS Analytics May 2013 - June 2013
Virtual Soldier Research September 2012 - May 2013
GE Healthcare May 2010 - June 2012
Delphi Automotive Systems July 2007 - May 2010
Skills
Financial Statement..., Microsoft Excel, DCF Valuation, Management Accounting, Regression Analysis, Business Ideas, Agile Project Management, Team Leadership, Scrum, .NET, Mobile Applications, Software Development, Software Design, C#, Leadership, Agile Methodologies, Financial Modeling, Start-ups, Product Development, Competitive Analysis, Analysis, Analytics, Project Management, Strategy, Cross-functional Team..., Product Management, Data Analysis, Management, SQL, Requirements Analysis
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance, 3.96 / 4.0
Manipal Institute of Technology 2003 — 2007
Bachelor of Engineering (B.E.), Electronics & Communications, 9.43 / 10.0
Nalanda Junior College 2001 — 2003
Secondary school degree, Mathematics, Physics and Chemistry, 966 / 1000
Guild of Service 1990 — 2001
High School (upto 10th grade), Mathematics, Sciences and English, 90.67 %
Jack Zhang's Piper Jaffray Experience 2013 - January 2014
Job Associate, Fixed Income Trading
Industry Investment Management
Experience
CNO Financial Group 2014 - Present
Piper Jaffray 2013 - January 2014
Credit Suisse April 2012 - August 2012
PNC May 2011 - August 2011
Skills
Financial Analysis, Investment Banking, Accounting, Financial Modeling, Valuation, Portfolio Management, Equity Trading, Fixed Income
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Financial Analysis
Indiana University - Kelley School of Business
Bachelor of Science (BS), Accounting
CNO Financial Group 2014 - Present
Piper Jaffray 2013 - January 2014
Credit Suisse April 2012 - August 2012
PNC May 2011 - August 2011
Skills
Financial Analysis, Investment Banking, Accounting, Financial Modeling, Valuation, Portfolio Management, Equity Trading, Fixed Income
Education
Indiana University - Kelley School of Business 2011 — 2013
MBA, Financial Analysis
Indiana University - Kelley School of Business
Bachelor of Science (BS), Accounting
Manjari Govada Manjari Govada's Piper Jaffray Experience May 2011 - September 2011
Job Analyst at BlackRock
Industry Financial Services
Experience
BlackRock August 2013 - Present
University of Minnesota, Morris May 2011 - May 2012
Piper Jaffray May 2011 - September 2011
Truckers and Turnover January 2009 - May 2011
Women as Policy Makers in North India May 2010 - April 2011
Education
MIT Sloan School of Management 2012 — 2013
Master of Finance
University of Minnesota-Morris 2008 — 2012
Bachelor of Arts, Financial Management, Economics, Mathematics
Shakopee Senior High School 2005 — 2008
BlackRock August 2013 - Present
University of Minnesota, Morris May 2011 - May 2012
Piper Jaffray May 2011 - September 2011
Truckers and Turnover January 2009 - May 2011
Women as Policy Makers in North India May 2010 - April 2011
Education
MIT Sloan School of Management 2012 — 2013
Master of Finance
University of Minnesota-Morris 2008 — 2012
Bachelor of Arts, Financial Management, Economics, Mathematics
Shakopee Senior High School 2005 — 2008
Daniel Gajewski's Piper Jaffray Experience May 2014 - Present
Job Institutional Equity Sales at Piper Jaffray & Co.
Industry Financial Services
Experience
Piper Jaffray May 2014 - Present
Sidoti & Company, LLC August 2011 - May 2014
Coleman Research Group September 2010 - August 2011
Coleman Research Group June 2009 - September 2010
Davenport & Company LLC May 2008 - August 2008
Blaster Fulfillment Company May 2007 - August 2007
Skills
Investments, Series 7, Hedge Funds, Research, Financial Analysis, Asset Managment, Microsoft Excel, Analysis, Economics, Market Research, Equities, Equity Research, Due Diligence, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Debt, Capital Markets
Education
Kenyon College 2005 — 2009
BA, Psychology
Brunswick High School 2001 — 2005
Piper Jaffray May 2014 - Present
Sidoti & Company, LLC August 2011 - May 2014
Coleman Research Group September 2010 - August 2011
Coleman Research Group June 2009 - September 2010
Davenport & Company LLC May 2008 - August 2008
Blaster Fulfillment Company May 2007 - August 2007
Skills
Investments, Series 7, Hedge Funds, Research, Financial Analysis, Asset Managment, Microsoft Excel, Analysis, Economics, Market Research, Equities, Equity Research, Due Diligence, Microsoft Office, PowerPoint, Portfolio Management, Series 63, Debt, Capital Markets
Education
Kenyon College 2005 — 2009
BA, Psychology
Brunswick High School 2001 — 2005
Michelle Monson Klisanich, CFP®, CLTC, CDFA™ Michelle Monson Klisanich, CFP®, CLTC, CDFA™'s Piper Jaffray Experience 2002 - 2006
Job Lead Financial Consultant ● Empowering Women to Be Wise with Money and Live Generously ● Recruiting Top Talent
Industry Financial Services
Experience
Thrivent Financial June 2013 - Present
Thrivent Financial 2006 - 2013
Piper Jaffray 2002 - 2006
Skills
Financial Planning, Leadership, Public Speaking, Motivational Speaking, Women Owned Business, Women Leaders, Professional Women, Certified Divorce..., FINRA Series 7, Certified Financial..., Investments, Retirement Planning, Wealth Management, Financial Analysis, Asset Management, Strategic Finance, Nonprofits, Retirement, Life Insurance, Mutual Funds, Women's Leadership, Entrepreneurship, Coaching, Women's Ministry, Life Transitions, Retirement Savings, Retirement Solutions, Retirement Income..., Team Building, Team Leadership, Financial Services, Securities, Strategic Planning, Investment Strategies, Recruiting, Financial Markets, Distribution Strategies, Risk Management, Customer Service, Money Management, College Savings Plans
Education
The American College 2006 — 2012
Certified Financial Planner
Luther College
Business Management, Spanish, International Business
Thrivent Financial June 2013 - Present
Thrivent Financial 2006 - 2013
Piper Jaffray 2002 - 2006
Skills
Financial Planning, Leadership, Public Speaking, Motivational Speaking, Women Owned Business, Women Leaders, Professional Women, Certified Divorce..., FINRA Series 7, Certified Financial..., Investments, Retirement Planning, Wealth Management, Financial Analysis, Asset Management, Strategic Finance, Nonprofits, Retirement, Life Insurance, Mutual Funds, Women's Leadership, Entrepreneurship, Coaching, Women's Ministry, Life Transitions, Retirement Savings, Retirement Solutions, Retirement Income..., Team Building, Team Leadership, Financial Services, Securities, Strategic Planning, Investment Strategies, Recruiting, Financial Markets, Distribution Strategies, Risk Management, Customer Service, Money Management, College Savings Plans
Education
The American College 2006 — 2012
Certified Financial Planner
Luther College
Business Management, Spanish, International Business
Nicole (Frost) Williams Nicole (Frost) Williams's Piper Jaffray Experience December 2003 - January 2005
Job Vice President, Process Engineer, CSSBB at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Home Mortgage April 2011 - Present
ING August 2006 - April 2011
Wells Fargo Investments January 2005 - August 2006
Piper Jaffray December 2003 - January 2005
ING January 1998 - July 2001
Skills
Process Improvement, Business Analysis, Business Process..., Six Sigma, Risk Management, Business Requirements, Change Management, Financial Services, Vendor Management, Financial Analysis, Business Process, Insurance, Requirements Gathering, Business Process Mapping, Kaizen, Process Engineering, Data Analysis, Root Cause Analysis, Gap Analysis, Securities, Agile Methodologies, Cross-functional Team..., Lean Manufacturing, Program Management, Project Management, Analysis, Strategy, Project Portfolio..., Operational Excellence, PMO, Portfolio Management, Requirements Analysis, Visio
Education
Iowa State University 1999 — 2003
Bachelors of Science, Finance
Wells Fargo Home Mortgage April 2011 - Present
ING August 2006 - April 2011
Wells Fargo Investments January 2005 - August 2006
Piper Jaffray December 2003 - January 2005
ING January 1998 - July 2001
Skills
Process Improvement, Business Analysis, Business Process..., Six Sigma, Risk Management, Business Requirements, Change Management, Financial Services, Vendor Management, Financial Analysis, Business Process, Insurance, Requirements Gathering, Business Process Mapping, Kaizen, Process Engineering, Data Analysis, Root Cause Analysis, Gap Analysis, Securities, Agile Methodologies, Cross-functional Team..., Lean Manufacturing, Program Management, Project Management, Analysis, Strategy, Project Portfolio..., Operational Excellence, PMO, Portfolio Management, Requirements Analysis, Visio
Education
Iowa State University 1999 — 2003
Bachelors of Science, Finance
Chris Linko Chris Linko's Piper Jaffray Experience December 2013 - Present
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray December 2013 - Present
KeyBanc Capital Markets July 2011 - December 2013
Citigroup February 2011 - July 2011
State Street, International Fund Services October 2010 - February 2011
MAI Wealth Advisors, LLC May 2009 - August 2009
Skills
Portfolio Management, Mergers & Acquisitions, Strategy, Financial Modeling, Equities, Analysis, Equity Research, Bloomberg
Education
Lehigh University 2006 — 2010
BS, Finance, Economics
Piper Jaffray December 2013 - Present
KeyBanc Capital Markets July 2011 - December 2013
Citigroup February 2011 - July 2011
State Street, International Fund Services October 2010 - February 2011
MAI Wealth Advisors, LLC May 2009 - August 2009
Skills
Portfolio Management, Mergers & Acquisitions, Strategy, Financial Modeling, Equities, Analysis, Equity Research, Bloomberg
Education
Lehigh University 2006 — 2010
BS, Finance, Economics
Robert (Robin) Gibson's Piper Jaffray Experience 1981 - 1986
Job Business Development at Fredrikson & Byron, P.A.
Industry Law Practice
Experience
Fredrikson & Byron February 2008 - Present
Meristem January 2002 - February 2007
Wessels, Arnold & Henderson 1986 - 1999
Piper Jaffray 1981 - 1986
Skills
Business Development, Marketing, Management, Sales, Mergers, Strategic Planning, Marketing Strategy, Business Planning, Public Speaking, Private Equity, Business Strategy, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Start-ups, Entrepreneurship, Due Diligence
Education
Macalester College 1962 — 1966
B.A., International Relations
Fredrikson & Byron February 2008 - Present
Meristem January 2002 - February 2007
Wessels, Arnold & Henderson 1986 - 1999
Piper Jaffray 1981 - 1986
Skills
Business Development, Marketing, Management, Sales, Mergers, Strategic Planning, Marketing Strategy, Business Planning, Public Speaking, Private Equity, Business Strategy, Strategy, Mergers & Acquisitions, Venture Capital, Investments, Start-ups, Entrepreneurship, Due Diligence
Education
Macalester College 1962 — 1966
B.A., International Relations
Taylor Pike's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Analyst Public Finance at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Macalester College September 2012 - May 2014
Piper Jaffray May 2013 - September 2013
Werner Enterprises June 2012 - September 2012
Eugene T. Mahoney State Park May 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Time Management, Financial Modeling, Data Analysis, Statistics, Event Planning
Education
Macalester College 2010 — 2014
Bachelor of Arts (BA), Economics
Ashland Greenwood Public High School 2006 — 2010
Piper Jaffray July 2014 - Present
Macalester College September 2012 - May 2014
Piper Jaffray May 2013 - September 2013
Werner Enterprises June 2012 - September 2012
Eugene T. Mahoney State Park May 2011 - September 2011
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Social Media, Time Management, Financial Modeling, Data Analysis, Statistics, Event Planning
Education
Macalester College 2010 — 2014
Bachelor of Arts (BA), Economics
Ashland Greenwood Public High School 2006 — 2010
Andrew Cassidy's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2015 - Present
PricewaterhouseCoopers June 2014 - August 2014
Emerald Creek Capital July 2013 - December 2013
Morgen, Evan & Company February 2013 - May 2013
The Broadreach Group September 2012 - December 2012
Skills
Loans, Commercial Real Estate, Alternative Investments, Capital, Structured Finance, Microsoft Word, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Financial Modeling
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance and Economics
Indiana University Bloomington 2011 — 2012
3.8/4.0
Piper Jaffray June 2015 - Present
PricewaterhouseCoopers June 2014 - August 2014
Emerald Creek Capital July 2013 - December 2013
Morgen, Evan & Company February 2013 - May 2013
The Broadreach Group September 2012 - December 2012
Skills
Loans, Commercial Real Estate, Alternative Investments, Capital, Structured Finance, Microsoft Word, Financial Analysis, Microsoft Excel, PowerPoint, Bloomberg, Financial Modeling
Education
New York University, Stern School of Business 2012 — 2015
Bachelor of Science (B.S.), Finance and Economics
Indiana University Bloomington 2011 — 2012
3.8/4.0
Ryan Abbe Ryan Abbe's Piper Jaffray Experience July 2003 - February 2004
Job Managing Director at JMP Securities
Industry Investment Banking
Experience
JMP Securities February 2015 - Present
JMP Securities February 2010 - Present
JMP Securities February 2007 - February 2010
JMP Securities February 2004 - February 2007
Piper Jaffray July 2003 - February 2004
Piper Jaffray July 2001 - July 2003
Skills
Business Development, Capital Markets, Due Diligence, Rational Robot, Valuation, Private Equity, Doors, Financial Modeling, Investment Banking, Dogs, Alternative Investments, Phone Etiquette, Equity Research, Investments, Ultimate Frisbee, Golf
Education
Macalester College 1997 — 2001
BA, Economics, Legal Studies
Choate Rosemary Hall 1993 — 1997
JMP Securities February 2015 - Present
JMP Securities February 2010 - Present
JMP Securities February 2007 - February 2010
JMP Securities February 2004 - February 2007
Piper Jaffray July 2003 - February 2004
Piper Jaffray July 2001 - July 2003
Skills
Business Development, Capital Markets, Due Diligence, Rational Robot, Valuation, Private Equity, Doors, Financial Modeling, Investment Banking, Dogs, Alternative Investments, Phone Etiquette, Equity Research, Investments, Ultimate Frisbee, Golf
Education
Macalester College 1997 — 2001
BA, Economics, Legal Studies
Choate Rosemary Hall 1993 — 1997
S J Schultz S J Schultz's Piper Jaffray Experience March 1993 - October 1995
Job Partner at TriPoint Group Consulting
Industry Management Consulting
Experience
TriPoint Group January 2000 - Present
LS Investment Management April 2002 - January 2006
Black CAP Investments October 1995 - March 1999
Piper Jaffray March 1993 - October 1995
Skills
Business Development, New Business Development, Marketing, Sales, Financial Analysis, Management Consulting, Business Strategy, Mergers, Strategy, Start-ups, Business Planning, Strategic Planning, Change Management, Entrepreneurship, Due Diligence, Marketing Strategy, Business Process..., Executive Search, Restructuring, Contract Negotiation
Education
University of Minnesota-Twin Cities 1994 — 1997
Masters, Business Adminsitration
Iowa State University - College of Business
BS
TriPoint Group January 2000 - Present
LS Investment Management April 2002 - January 2006
Black CAP Investments October 1995 - March 1999
Piper Jaffray March 1993 - October 1995
Skills
Business Development, New Business Development, Marketing, Sales, Financial Analysis, Management Consulting, Business Strategy, Mergers, Strategy, Start-ups, Business Planning, Strategic Planning, Change Management, Entrepreneurship, Due Diligence, Marketing Strategy, Business Process..., Executive Search, Restructuring, Contract Negotiation
Education
University of Minnesota-Twin Cities 1994 — 1997
Masters, Business Adminsitration
Iowa State University - College of Business
BS
Keith Stein Keith Stein's Piper Jaffray Experience September 1995 - September 2006
Job Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS September 2006 - Present
Piper Jaffray September 1995 - September 2006
Eastman Kodak 1985 - 1995
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
Iowa State University 1981 — 1985
B.S., Industrial Engineering
UBS September 2006 - Present
Piper Jaffray September 1995 - September 2006
Eastman Kodak 1985 - 1995
Education
University of Rochester - Simon Business School 1986 — 1989
MBA, Finance & Marketing
Iowa State University 1981 — 1985
B.S., Industrial Engineering
Ann Wendling Ann Wendling's Piper Jaffray Experience October 1999 - August 2001
Job Business Analyst at Winthrop Resources/TCF Bank
Industry Financial Services
Experience
Winthrop Resources / TCF Bank January 2007 - Present
Winthrop Resources 2002 - January 2007
Piper Jaffray October 1999 - August 2001
Rockwell Collins January 1996 - October 1999
Skills
Requirements Analysis, Data Analysis, Problem Solving, Salesforce.com training, SQL Server, Salesforce.com, CRM, Risk Management, Training, Process Improvement, Finance, SQL
Education
Iowa State University - College of Business 1991 — 1995
BS, Accounting
Winthrop Resources / TCF Bank January 2007 - Present
Winthrop Resources 2002 - January 2007
Piper Jaffray October 1999 - August 2001
Rockwell Collins January 1996 - October 1999
Skills
Requirements Analysis, Data Analysis, Problem Solving, Salesforce.com training, SQL Server, Salesforce.com, CRM, Risk Management, Training, Process Improvement, Finance, SQL
Education
Iowa State University - College of Business 1991 — 1995
BS, Accounting
Matt Ramsay's Piper Jaffray Experience March 2010 - June 2010
Job Principal, Senior Research Analyst at Canaccord Genuity Inc.
Industry Investment Banking
Experience
Canaccord Genuity Inc. January 2014 - Present
Canaccord Genuity Inc. May 2013 - January 2014
Canaccord Genuity Inc. July 2010 - May 2013
Piper Jaffray March 2010 - June 2010
Advanced Micro Devices August 2009 - March 2010
Sun Microsystems March 2008 - August 2009
Spansion October 2007 - February 2008
Sun Microsystems January 2004 - September 2007
Skills
Series 7, FINRA, Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Capital Markets, Cross-functional Team..., Perl, HTML, C++, Java, Series 63, Series 86, Series 87, Computer Architecture, X86, SPARC, Technical Writing, Semiconductor Industry, Mobile Phone Industry, Virtualization, Operating Systems, Processors, Server Architecture, Systems Modeling, Performance Engineering, Linux, Market Research, Accounting, Mobile Devices, Equity Valuation, Cloud Computing, Investment Banking
Education
Indiana University - Kelley School of Business 2009 — 2012
M.B.A., Finance
University of Wisconsin-Madison 2002 — 2003
M.S., Computer Architecture
University of Evansville 1998 — 2002
B.S., Computer Engineering
Canaccord Genuity Inc. January 2014 - Present
Canaccord Genuity Inc. May 2013 - January 2014
Canaccord Genuity Inc. July 2010 - May 2013
Piper Jaffray March 2010 - June 2010
Advanced Micro Devices August 2009 - March 2010
Sun Microsystems March 2008 - August 2009
Spansion October 2007 - February 2008
Sun Microsystems January 2004 - September 2007
Skills
Series 7, FINRA, Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Capital Markets, Cross-functional Team..., Perl, HTML, C++, Java, Series 63, Series 86, Series 87, Computer Architecture, X86, SPARC, Technical Writing, Semiconductor Industry, Mobile Phone Industry, Virtualization, Operating Systems, Processors, Server Architecture, Systems Modeling, Performance Engineering, Linux, Market Research, Accounting, Mobile Devices, Equity Valuation, Cloud Computing, Investment Banking
Education
Indiana University - Kelley School of Business 2009 — 2012
M.B.A., Finance
University of Wisconsin-Madison 2002 — 2003
M.S., Computer Architecture
University of Evansville 1998 — 2002
B.S., Computer Engineering
Evan Wang's Piper Jaffray Experience April 2006 - August 2007
Job
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners August 2007 - July 2010
Piper Jaffray April 2006 - August 2007
Fulcrum Research 2006 - 2006
iPhenom Corporation June 1999 - June 2002
IC Media Corporation February 1998 - June 1999
NeoParadigm Labs 1997 - 1998
Sony Corporation 1995 - 1997
Silicon Graphics 1994 - 1995
8x8, Inc. 1992 - 1994
Skills
Semiconductors, Equity Research, Financial Modeling, Valuation, Marketing, Equities, Research, Due Diligence, Alternative Investments, Project Management
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Certificate of Advanced Accounting Proficiency
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Massachusetts Institute of Technology 1982 — 1990
BS, MS, EE
Stifel July 2010 - Present
Thomas Weisel Partners August 2007 - July 2010
Piper Jaffray April 2006 - August 2007
Fulcrum Research 2006 - 2006
iPhenom Corporation June 1999 - June 2002
IC Media Corporation February 1998 - June 1999
NeoParadigm Labs 1997 - 1998
Sony Corporation 1995 - 1997
Silicon Graphics 1994 - 1995
8x8, Inc. 1992 - 1994
Skills
Semiconductors, Equity Research, Financial Modeling, Valuation, Marketing, Equities, Research, Due Diligence, Alternative Investments, Project Management
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Certificate of Advanced Accounting Proficiency
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Massachusetts Institute of Technology 1982 — 1990
BS, MS, EE
Lydia Lie's Piper Jaffray Experience September 2006 - February 2012
Job HR Technology Analyst at Williams Lea
Industry Information Technology and Services
Experience
Williams Lea March 2012 - Present
UltiPro West User Community May 2014 - August 2015
Piper Jaffray September 2006 - February 2012
Piper Jaffray May 2004 - August 2006
Skills
HRIS, Human Resources, Employee Benefits, Payroll, Cognos, Ultipro, Business Intelligence, Onboarding, Deferred Compensation, Benefits Administration, Applicant Tracking..., Taleo, Vendor Management, Process Improvement, Leadership
Education
Iowa State University - College of Business 2000 — 2003
Bachelor of Science, Management Information Systems & Accounting
Williams Lea March 2012 - Present
UltiPro West User Community May 2014 - August 2015
Piper Jaffray September 2006 - February 2012
Piper Jaffray May 2004 - August 2006
Skills
HRIS, Human Resources, Employee Benefits, Payroll, Cognos, Ultipro, Business Intelligence, Onboarding, Deferred Compensation, Benefits Administration, Applicant Tracking..., Taleo, Vendor Management, Process Improvement, Leadership
Education
Iowa State University - College of Business 2000 — 2003
Bachelor of Science, Management Information Systems & Accounting
Margarit Ivanov's Piper Jaffray Experience September 2005 - November 2005
Job Vice President at TD Securities
Industry Banking
Experience
TD Securities December 2013 - Present
TD Securities June 2009 - Present
TD Securities June 2006 - June 2009
Piper Jaffray September 2005 - November 2005
Skills
Valuation, Financial Modeling, Due Diligence, Analysis, Finance, Strategy, Mergers, Private Equity, Investment Banking, Equities, Financial Analysis, Corporate Finance, Capital Markets, Mergers & Acquisitions, Securities, Bloomberg, Fixed Income, Financial Services, Portfolio Management, Banking, Investments, Hedge Funds, Derivatives
Education
Macalester College 2002 — 2006
Bachelor's degree, Mathematics, Economics
Universidad de Sevilla 2005 — 2005
BA, Business
RCNUWC 2000 — 2002
IB, Concentration: Economics & Math & Physics
TD Securities December 2013 - Present
TD Securities June 2009 - Present
TD Securities June 2006 - June 2009
Piper Jaffray September 2005 - November 2005
Skills
Valuation, Financial Modeling, Due Diligence, Analysis, Finance, Strategy, Mergers, Private Equity, Investment Banking, Equities, Financial Analysis, Corporate Finance, Capital Markets, Mergers & Acquisitions, Securities, Bloomberg, Fixed Income, Financial Services, Portfolio Management, Banking, Investments, Hedge Funds, Derivatives
Education
Macalester College 2002 — 2006
Bachelor's degree, Mathematics, Economics
Universidad de Sevilla 2005 — 2005
BA, Business
RCNUWC 2000 — 2002
IB, Concentration: Economics & Math & Physics
Thor Norgaard's Piper Jaffray Experience May 2004 - August 2004
Job Owner of Mjolnir Construction
Industry Construction
Experience
Mjolnir Construction August 2011 - Present
Triple Net Properties October 2005 - June 2007
Piper Jaffray May 2004 - August 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2005
MBA, Finance
Lehigh University 1993 — 1997
Engineering, Civil Engineering
Mjolnir Construction August 2011 - Present
Triple Net Properties October 2005 - June 2007
Piper Jaffray May 2004 - August 2004
Education
University of Illinois at Urbana-Champaign - College of Business 2003 — 2005
MBA, Finance
Lehigh University 1993 — 1997
Engineering, Civil Engineering
Joshua Wachtel's Piper Jaffray Experience June 2005 - December 2005
Job Strategic Planning Director, Nike Basketball
Industry Consumer Goods
Experience
Nike August 2013 - Present
Nike May 2012 - August 2013
The Committee to Elect Brian Ross February 2009 - May 2012
BilltoMobile June 2011 - September 2011
Rutberg & Company, LLC January 2009 - August 2010
Rutberg & Company February 2006 - December 2008
Rutberg & Company December 2005 - February 2006
Piper Jaffray June 2005 - December 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Venture Capital, Private Equity, Finance, Start-ups, Business Development, Analysis, Due Diligence, Strategic Planning, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Entrepreneurship and Innovation
University of Redlands 2001 — 2005
Bachelor of Science, Business
Menlo-Atherton 1997 — 2001
Nike August 2013 - Present
Nike May 2012 - August 2013
The Committee to Elect Brian Ross February 2009 - May 2012
BilltoMobile June 2011 - September 2011
Rutberg & Company, LLC January 2009 - August 2010
Rutberg & Company February 2006 - December 2008
Rutberg & Company December 2005 - February 2006
Piper Jaffray June 2005 - December 2005
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Venture Capital, Private Equity, Finance, Start-ups, Business Development, Analysis, Due Diligence, Strategic Planning, Executive Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
MBA, Entrepreneurship and Innovation
University of Redlands 2001 — 2005
Bachelor of Science, Business
Menlo-Atherton 1997 — 2001
Patrick Meenan's Piper Jaffray Experience September 2006 - July 2008
Job Partner at Arthur Ventures
Industry Venture Capital & Private Equity
Experience
Arthur Ventures August 2014 - Present
Arthur Ventures February 2012 - August 2014
Microsoft November 2010 - February 2012
Microsoft August 2008 - November 2010
Piper Jaffray September 2006 - July 2008
KeyBanc Capital Markets June 2005 - September 2006
Education
Miami University 2001 — 2005
Arthur Ventures August 2014 - Present
Arthur Ventures February 2012 - August 2014
Microsoft November 2010 - February 2012
Microsoft August 2008 - November 2010
Piper Jaffray September 2006 - July 2008
KeyBanc Capital Markets June 2005 - September 2006
Education
Miami University 2001 — 2005
Felix Partow's Piper Jaffray Experience May 2013 - April 2015
Job The Midway Group
Industry Financial Services
Experience
The Midway Group May 2015 - Present
Piper Jaffray May 2013 - April 2015
KGS Alpha September 2010 - September 2012
Amherst Securities August 2008 - August 2009
Skills
ABS, MBS, CMBS, Securitization, Structured Products, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Loans, Portfolio Management, Securities, Mortgage Lending, Structured Finance, Series 7, Valuation, Trading
Education
Massachusetts Institute of Technology 1983 — 1987
Lycee Francais de New York
The Midway Group May 2015 - Present
Piper Jaffray May 2013 - April 2015
KGS Alpha September 2010 - September 2012
Amherst Securities August 2008 - August 2009
Skills
ABS, MBS, CMBS, Securitization, Structured Products, Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Derivatives, Equities, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Loans, Portfolio Management, Securities, Mortgage Lending, Structured Finance, Series 7, Valuation, Trading
Education
Massachusetts Institute of Technology 1983 — 1987
Lycee Francais de New York
Greg Gajowski's Piper Jaffray Experience July 2011 - Present
Job Vice President, Fixed Income Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
Cantor Fitzgerald September 2010 - June 2011
Jefferies & Company March 2009 - December 2010
Depfa First Albany Securities, LLC July 2000 - March 2009
First Albany Capital 2000 - 2007
Skills
Sales, Market Data, Bonds, Capital Markets, Fixed Income, Bloomberg Terminal, Series 7, Series 63, Bloomberg, Securities
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), International Business/Finance
Piper Jaffray July 2011 - Present
Cantor Fitzgerald September 2010 - June 2011
Jefferies & Company March 2009 - December 2010
Depfa First Albany Securities, LLC July 2000 - March 2009
First Albany Capital 2000 - 2007
Skills
Sales, Market Data, Bonds, Capital Markets, Fixed Income, Bloomberg Terminal, Series 7, Series 63, Bloomberg, Securities
Education
Ithaca College 1996 — 2000
Bachelor of Science (BS), International Business/Finance
Kevin Meintsma's Piper Jaffray Experience 1995 - 1997
Job SAP Design Consultant,
Industry Information Technology and Services
Experience
Wavefront Technologis Inc. Senior Project ManagerWavefront Technologies Inc.January 1995 - December 2008
Cargill 2007 - 2007
Piper Jaffray 1995 - 1997
Carlson Wagonlit Travel 1985 - 1995
Carlson Companies 1985 - 1995
CGA 1982 - 1985
Skills
Project Management
Education
Luther College 1976 — 1980
Cooper Senior High School 1971 — 1975
Wavefront Technologis Inc. Senior Project ManagerWavefront Technologies Inc.January 1995 - December 2008
Cargill 2007 - 2007
Piper Jaffray 1995 - 1997
Carlson Wagonlit Travel 1985 - 1995
Carlson Companies 1985 - 1995
CGA 1982 - 1985
Skills
Project Management
Education
Luther College 1976 — 1980
Cooper Senior High School 1971 — 1975
Jon Liljekrans's Piper Jaffray Experience 1996 - 1998
Job Director of Implementation at ADP
Industry Financial Services
Experience
ADP June 2014 - Present
QwikCart® January 2013 - June 2014
The TriZetto Group July 2012 - January 2013
Kforce Inc. May 2012 - July 2012
Comprehensive Software Systems September 2001 - March 2011
American Express 1998 - 2001
Piper Jaffray 1996 - 1998
US Army 1991 - 1994
Skills
Process Improvement, Leadership, Risk Management, Software Development, Team Leadership, Management, Strategic Planning, SDLC, Agile Methodologies, Enterprise Software, Training, Business Analysis, Software Project..., Requirements Analysis, Vendor Management, Microsoft SQL Server, Program Management, Scrum, Product Development, Integration
Education
Metropolitan State University 2000 — 2002
Master Business Administration, Business Administration
Metropolitan State University 1998 — 2000
Bachelor Science, Business Administration
ADP June 2014 - Present
QwikCart® January 2013 - June 2014
The TriZetto Group July 2012 - January 2013
Kforce Inc. May 2012 - July 2012
Comprehensive Software Systems September 2001 - March 2011
American Express 1998 - 2001
Piper Jaffray 1996 - 1998
US Army 1991 - 1994
Skills
Process Improvement, Leadership, Risk Management, Software Development, Team Leadership, Management, Strategic Planning, SDLC, Agile Methodologies, Enterprise Software, Training, Business Analysis, Software Project..., Requirements Analysis, Vendor Management, Microsoft SQL Server, Program Management, Scrum, Product Development, Integration
Education
Metropolitan State University 2000 — 2002
Master Business Administration, Business Administration
Metropolitan State University 1998 — 2000
Bachelor Science, Business Administration
Greg Deming's Piper Jaffray Experience September 2005 - August 2006
Job Capital Markets Professional
Industry Capital Markets
Experience
Simplex August 2007 - Present
Sparta Group of Chicago September 2006 - June 2007
Piper Jaffray September 2005 - August 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 2000 — 2004
Simplex August 2007 - Present
Sparta Group of Chicago September 2006 - June 2007
Piper Jaffray September 2005 - August 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2006
MBA, Finance
Indiana University Bloomington 2000 — 2004
Jaci Taylor's Piper Jaffray Experience June 2000 - June 2005
Job Computer Software Professional
Industry Computer Software
Experience
Hallmark Business Connections June 2015 - Present
Hallmark Business Connections July 2008 - Present
Hallmark Insights June 2008 - June 2013
Piper Jaffray June 2000 - June 2005
Metsys Engineering 1994 - 2000
Skills
Microsoft SQL Server, C#, SQL, Software Development, SSRS, Business Analysis, SSIS, SDLC, Agile Methodologies, Crystal Reports, Testing, SharePoint
Education
Iowa State University
Iowa State University
Hallmark Business Connections June 2015 - Present
Hallmark Business Connections July 2008 - Present
Hallmark Insights June 2008 - June 2013
Piper Jaffray June 2000 - June 2005
Metsys Engineering 1994 - 2000
Skills
Microsoft SQL Server, C#, SQL, Software Development, SSRS, Business Analysis, SSIS, SDLC, Agile Methodologies, Crystal Reports, Testing, SharePoint
Education
Iowa State University
Iowa State University
Peter Schwab's Piper Jaffray Experience January 2010 - Present
Job Managing Director and Group Head at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2010 - Present
Macquarie Capital Advisors 2007 - 2009
Ernst & Young Corporate Finance 2000 - 2004
Ernst & Young LLP 1979 - 2004
Education
Jones Graduate School of Business, Rice University 1978 — 1980
Rice University 1975 — 1979
BA, Economics and Russian
Piper Jaffray January 2010 - Present
Macquarie Capital Advisors 2007 - 2009
Ernst & Young Corporate Finance 2000 - 2004
Ernst & Young LLP 1979 - 2004
Education
Jones Graduate School of Business, Rice University 1978 — 1980
Rice University 1975 — 1979
BA, Economics and Russian
Judy Hu's Piper Jaffray Experience June 2011 - April 2012
Job
Industry Real Estate
Experience
Citi Habitats June 2013 - October 2013
Piper Jaffray June 2011 - April 2012
China International Capital Corporation November 2009 - May 2011
Hutchin Hill Capital July 2008 - October 2008
Citigroup July 2006 - July 2008
Edison Mission Energy June 2005 - August 2005
Skills
VBA, Series 7, Bloomberg, Matlab, Microsoft Office, Capital Markets, Real Estate, Investments, Trading, Quantitative Analytics
Education
Massachusetts Institute of Technology 2003 — 2006
Wellesley College 2002 — 2006
BA, Mathematics and Economics
NFLS 1995 — 2000
High school diploma
Citi Habitats June 2013 - October 2013
Piper Jaffray June 2011 - April 2012
China International Capital Corporation November 2009 - May 2011
Hutchin Hill Capital July 2008 - October 2008
Citigroup July 2006 - July 2008
Edison Mission Energy June 2005 - August 2005
Skills
VBA, Series 7, Bloomberg, Matlab, Microsoft Office, Capital Markets, Real Estate, Investments, Trading, Quantitative Analytics
Education
Massachusetts Institute of Technology 2003 — 2006
Wellesley College 2002 — 2006
BA, Mathematics and Economics
NFLS 1995 — 2000
High school diploma
John Sartorius's Piper Jaffray Experience 2006 - 2008
Job Investment Banking at Morgan Stanley Natural Resources (Midstream)
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Barclays Capital 2010 - 2012
Piper Jaffray 2006 - 2008
A.G. Edwards & Sons, Inc. 2001 - 2006
Skills
Equities, Fixed Income, Equity Research, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Valuation, Investments
Education
Rice University - Jesse H. Jones Graduate School of Management
MBA
Trinity College-Hartford
Politcal Science
Morgan Stanley 2012 - Present
Barclays Capital 2010 - 2012
Piper Jaffray 2006 - 2008
A.G. Edwards & Sons, Inc. 2001 - 2006
Skills
Equities, Fixed Income, Equity Research, Investment Banking, Financial Modeling, Hedge Funds, Capital Markets, Valuation, Investments
Education
Rice University - Jesse H. Jones Graduate School of Management
MBA
Trinity College-Hartford
Politcal Science
Steve Walmsley's Piper Jaffray Experience December 1998 - April 2000
Job Volunteer Shortterm Missions
Industry Religious Institutions
Experience
Venture Solutions Inc October 2013 - March 2014
SCICOM Data Services May 2000 - September 2013
Piper Jaffray December 1998 - April 2000
Piper Jaffray August 1997 - November 1998
Piper Jaffray April 1982 - July 1997
Skills
Account Management, Process Improvement, Team Building, Salesforce.com, Team Leadership, Project Management, Program Management, CRM, Change Management, Strategy, New Business Development, Business Development, Leadership, Cross-functional Team..., Business Analysis
Education
Metropolitan State University 1990 — 1997
BA - Business, Business - General
Venture Solutions Inc October 2013 - March 2014
SCICOM Data Services May 2000 - September 2013
Piper Jaffray December 1998 - April 2000
Piper Jaffray August 1997 - November 1998
Piper Jaffray April 1982 - July 1997
Skills
Account Management, Process Improvement, Team Building, Salesforce.com, Team Leadership, Project Management, Program Management, CRM, Change Management, Strategy, New Business Development, Business Development, Leadership, Cross-functional Team..., Business Analysis
Education
Metropolitan State University 1990 — 1997
BA - Business, Business - General
Dan Willard, CFA's Piper Jaffray Experience June 2007 - August 2008
Job Executive Director and Portfolio Manager at Pointe Capital Management
Industry Investment Management
Experience
Pointe Capital Management January 2014 - Present
T. Rowe Price March 2011 - January 2014
Perrigo December 2008 - March 2011
Piper Jaffray June 2007 - August 2008
Deloitte & Touche Corporate Finance May 2006 - June 2007
Students Consulting for Non-profit Organizations January 2005 - April 2006
Norsk Hydro - Automotive Structures 2002 - 2004
J.B. Laboratories, Inc. 2000 - 2002
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Investments, Equities, Bloomberg, Due Diligence, Equity Valuation, Corporate Finance, Mergers, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Michigan State University 2004 — 2006
BA, Finance
Pointe Capital Management January 2014 - Present
T. Rowe Price March 2011 - January 2014
Perrigo December 2008 - March 2011
Piper Jaffray June 2007 - August 2008
Deloitte & Touche Corporate Finance May 2006 - June 2007
Students Consulting for Non-profit Organizations January 2005 - April 2006
Norsk Hydro - Automotive Structures 2002 - 2004
J.B. Laboratories, Inc. 2000 - 2002
Skills
Financial Modeling, Equity Research, Valuation, Financial Analysis, Investments, Equities, Bloomberg, Due Diligence, Equity Valuation, Corporate Finance, Mergers, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA
Michigan State University 2004 — 2006
BA, Finance
Jean Christoffel's Piper Jaffray Experience 2000 - 2003
Job Senior Project Manager
Industry Nonprofit Organization Management
Experience
Be The Match operated by National Marrow Donor Program July 2015 - Present
Rust Consulting July 2013 - July 2015
Moneygram International July 2003 - July 2013
Moneygram July 2003 - July 2013
Piper Jaffray 2000 - 2003
US Bank 2000 - 2003
Piper Jaffray 2000 - 2003
Norstan Consulting 1998 - 2000
Skills
Business Analysis, SDLC, Project Portfolio..., IT Strategy, Leadership, Project Management, Visio, Program Management, Cross-functional Team..., Team Leadership, Change Management, Vendor Management, Business Intelligence, Process Improvement, Business Process..., Outsourcing, PMO, Six Sigma, Strategy, Integration, Business Process, PMP, Enterprise Architecture, Requirements Analysis, Software Project..., Resource Management, Requirements Gathering, IT Management, Risk Management, Project Delivery
Education
Metropolitan State University 1998 — 2000
Brown institute
Hill-Murray
Be The Match operated by National Marrow Donor Program July 2015 - Present
Rust Consulting July 2013 - July 2015
Moneygram International July 2003 - July 2013
Moneygram July 2003 - July 2013
Piper Jaffray 2000 - 2003
US Bank 2000 - 2003
Piper Jaffray 2000 - 2003
Norstan Consulting 1998 - 2000
Skills
Business Analysis, SDLC, Project Portfolio..., IT Strategy, Leadership, Project Management, Visio, Program Management, Cross-functional Team..., Team Leadership, Change Management, Vendor Management, Business Intelligence, Process Improvement, Business Process..., Outsourcing, PMO, Six Sigma, Strategy, Integration, Business Process, PMP, Enterprise Architecture, Requirements Analysis, Software Project..., Resource Management, Requirements Gathering, IT Management, Risk Management, Project Delivery
Education
Metropolitan State University 1998 — 2000
Brown institute
Hill-Murray
Jay Cecil's Piper Jaffray Experience December 2003 - June 2004
Job Caxton Alternative Management LP
Industry Investment Management
Experience
Caxton Alternative Management LP November 2013 - Present
Caxton Advantage Life Sciences Fund January 2011 - November 2013
Caxton Advantage Life Sciences September 2006 - December 2010
Piper Jaffray December 2003 - June 2004
Piper Jaffray February 1999 - December 2003
Montgomery Securities July 1997 - February 1999
Skills
Mutual Funds, Mergers & Acquisitions, Private Equity, Hedge Funds, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Business Strategy, Investment Banking, Venture Capital, Lifesciences, Investments, Asset Management, Due Diligence, Equities, Biotechnology
Education
University of Pennsylvania 2004 — 2006
MS, Biotechnology, Immunology/Bioengineering Focus
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Lehigh University 1994 — 1996
BA, Economics
Caxton Alternative Management LP November 2013 - Present
Caxton Advantage Life Sciences Fund January 2011 - November 2013
Caxton Advantage Life Sciences September 2006 - December 2010
Piper Jaffray December 2003 - June 2004
Piper Jaffray February 1999 - December 2003
Montgomery Securities July 1997 - February 1999
Skills
Mutual Funds, Mergers & Acquisitions, Private Equity, Hedge Funds, Financial Analysis, Valuation, Capital Markets, Corporate Finance, Business Strategy, Investment Banking, Venture Capital, Lifesciences, Investments, Asset Management, Due Diligence, Equities, Biotechnology
Education
University of Pennsylvania 2004 — 2006
MS, Biotechnology, Immunology/Bioengineering Focus
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
Lehigh University 1994 — 1996
BA, Economics
Jose Jones's Piper Jaffray Experience April 2003 - October 2006
Job Managing Director at Gold Bracket Sports
Industry Human Resources
Experience
Gold Bracket Sports June 2009 - Present
LarsonAllen June 2007 - January 2009
Piper Jaffray April 2003 - October 2006
Professional Alternatives March 2002 - October 2003
Ameriprise Financial April 1998 - December 2001
HealthPartners June 1992 - December 1997
HealthPartners April 1992 - June 1993
Education
Iowa State University
MS, Personnel Administration
University of North Alabama
B.S., Mathematics
Gold Bracket Sports June 2009 - Present
LarsonAllen June 2007 - January 2009
Piper Jaffray April 2003 - October 2006
Professional Alternatives March 2002 - October 2003
Ameriprise Financial April 1998 - December 2001
HealthPartners June 1992 - December 1997
HealthPartners April 1992 - June 1993
Education
Iowa State University
MS, Personnel Administration
University of North Alabama
B.S., Mathematics
Desiree (Cordingley) Davis's Piper Jaffray Experience July 2006 - December 2010
Job Senior Vice President, External Manager Solutions at Bessemer Trust
Industry Banking
Experience
Bessemer Trust January 2011 - Present
Piper Jaffray July 2006 - December 2010
CIBC World Markets 2005 - 2005
Bessemer Trust June 2000 - June 2004
Skills
Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Securities, Bloomberg, Structured Finance, Investment Advisory, Financial Services, Investment Management, Capital Markets, Series 63, Emerging Markets, Hedge Funds, Venture Capital, Equity Research, Asset Management, Investments, Equity Valuation
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Miami University 1996 — 2000
BS, Finance, General
Bessemer Trust January 2011 - Present
Piper Jaffray July 2006 - December 2010
CIBC World Markets 2005 - 2005
Bessemer Trust June 2000 - June 2004
Skills
Fund Of Funds, Restructuring, Equities, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Financial Analysis, Series 7, Alternative Investments, Asset Allocation, Wealth Management, Fixed Income, Investment Strategies, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Securities, Bloomberg, Structured Finance, Investment Advisory, Financial Services, Investment Management, Capital Markets, Series 63, Emerging Markets, Hedge Funds, Venture Capital, Equity Research, Asset Management, Investments, Equity Valuation
Education
University of Southern California - Marshall School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Miami University 1996 — 2000
BS, Finance, General
Alicia Bartsh Reuter's Piper Jaffray Experience 1999 - 2001
Job Senior Attorney at Blue Cross and Blue Shield of Minnesota
Industry Retail
Experience
Blue Cross and Blue Shield of Minnesota 2013 - Present
SUPERVALU 2011 - 2013
Blue Cross and Blue Shield of Minnesota 2005 - 2011
Split Rock Partners 2002 - 2005
Piper Jaffray 1999 - 2001
Piper Jaffray 1997 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Corporate Development, Venture Capital, Business Development, Investment Banking, Equity Research, Strategic Planning, Financial Analysis, Strategy, Financial Modeling, Cross-functional Team..., Business Strategy, Forecasting, Leadership
Education
William Mitchell College of Law
J.D., magna cum laude
Macalester College
B.A., cum laude, Economics
Blue Cross and Blue Shield of Minnesota 2013 - Present
SUPERVALU 2011 - 2013
Blue Cross and Blue Shield of Minnesota 2005 - 2011
Split Rock Partners 2002 - 2005
Piper Jaffray 1999 - 2001
Piper Jaffray 1997 - 1999
Skills
Mergers & Acquisitions, Corporate Finance, Corporate Development, Venture Capital, Business Development, Investment Banking, Equity Research, Strategic Planning, Financial Analysis, Strategy, Financial Modeling, Cross-functional Team..., Business Strategy, Forecasting, Leadership
Education
William Mitchell College of Law
J.D., magna cum laude
Macalester College
B.A., cum laude, Economics
Peter P. Appert, CFA's Piper Jaffray Experience 2009 - Present
Job Information, Publishing & Business Services Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2009 - Present
Goldman Sachs 2002 - 2009
Alex Brown & Sons 1993 - 2002
C. J. Lawrence 1981 - 1993
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
New York University 1978 — 1981
MA, Economics
Lafayette College 1973 — 1977
AB, Economics
Piper Jaffray 2009 - Present
Goldman Sachs 2002 - 2009
Alex Brown & Sons 1993 - 2002
C. J. Lawrence 1981 - 1993
Education
Stanford University Graduate School of Business 1979 — 1981
MBA
New York University 1978 — 1981
MA, Economics
Lafayette College 1973 — 1977
AB, Economics
Jace Kowalzyk's Piper Jaffray Experience 2000 - 2008
Job Partner, Union Square Advisors
Industry Investment Banking
Experience
Union Square Advisors July 2011 - Present
ThinkEquity LLC January 2009 - June 2011
Piper Jaffray 2000 - 2008
Koch Ventures 1998 - 1999
Skills
Corporate Development, Mergers, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, M&A experience, Valuation, Start-ups, Corporate Finance
Education
Kansas State University
Bachelor of Science, Finance
Union Square Advisors July 2011 - Present
ThinkEquity LLC January 2009 - June 2011
Piper Jaffray 2000 - 2008
Koch Ventures 1998 - 1999
Skills
Corporate Development, Mergers, Investment Banking, Mergers & Acquisitions, Venture Capital, Private Equity, M&A experience, Valuation, Start-ups, Corporate Finance
Education
Kansas State University
Bachelor of Science, Finance
Dan Flanigan's Piper Jaffray Experience June 1998 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 1998 - Present
Caroline Street Stables, LLC January 2007 - Present
Olde Discount March 1993 - May 1998
Education
Michigan State University 1988 — 1992
Piper Jaffray June 1998 - Present
Caroline Street Stables, LLC January 2007 - Present
Olde Discount March 1993 - May 1998
Education
Michigan State University 1988 — 1992
Kath Guimond's Piper Jaffray Experience 1991 - 1998
Job Human Resources Professional
Industry Human Resources
Experience
Piper Jaffray 1991 - 1998
PIPER JAFFRAY COMPANIES 1991 - 1998
Education
Metropolitan State University
Piper Jaffray 1991 - 1998
PIPER JAFFRAY COMPANIES 1991 - 1998
Education
Metropolitan State University
Pinjalim Bora, CFA's Piper Jaffray Experience July 2010 - July 2014
Job Equity Research (Enterprise Software) at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan August 2014 - Present
Piper Jaffray July 2010 - July 2014
Lancaster Pollard March 2010 - June 2010
Ohio Public Employee Retirement System June 2009 - June 2010
Oracle India Private Limited April 2006 - August 2008
Satyam Computer Services Limited September 2003 - March 2006
www.rentacoder.com September 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Risk Management, Finance, Data Analysis, Business Analysis, Project Management, Analysis, Investment Banking, Process Improvement, Asset Managment, SQL, Equities, Vendor Management, Management, Fixed Income, Business Intelligence, Bloomberg, Investments, Capital Markets, Leadership, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
National Institute of Technology, Jamshedpur 1998 — 2002
BSc (Eng)
Kendriya Vidyalaya 1990 — 1998
J.P. Morgan August 2014 - Present
Piper Jaffray July 2010 - July 2014
Lancaster Pollard March 2010 - June 2010
Ohio Public Employee Retirement System June 2009 - June 2010
Oracle India Private Limited April 2006 - August 2008
Satyam Computer Services Limited September 2003 - March 2006
www.rentacoder.com September 2002 - August 2003
Skills
Financial Modeling, Financial Analysis, Portfolio Management, Valuation, Risk Management, Finance, Data Analysis, Business Analysis, Project Management, Analysis, Investment Banking, Process Improvement, Asset Managment, SQL, Equities, Vendor Management, Management, Fixed Income, Business Intelligence, Bloomberg, Investments, Capital Markets, Leadership, Equity Research
Education
The Ohio State University - The Max M. Fisher College of Business 2008 — 2010
MBA
National Institute of Technology, Jamshedpur 1998 — 2002
BSc (Eng)
Kendriya Vidyalaya 1990 — 1998
Ted Hynes's Piper Jaffray Experience June 1995 - June 1999
Job Municipal bond sales, Raymond James and Associates
Industry Investment Banking
Experience
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Raymond James October 2008 - Present
UBS 2005 - August 2008
UBS Investment Bank 1999 - 2008
Piper Jaffray June 1995 - June 1999
Smith Mitchell Investment Group June 1991 - June 1995
Skills
Securities, Fixed Income, Bonds, Series 63, Capital Markets, Series 7, Alternative Investments, Asset Management, Bloomberg, Hedge Funds, Investment Banking, Investments, Structured Products, Trading, Wealth Management, Derivatives, Equities, Trading Systems
Education
Manhattanville College 1979 — 1983
BA, Political Science
Dolores McCabe's Piper Jaffray Experience April 2000 - February 2006
Job Investment Manager Services Associate at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc January 2014 - Present
Envestnet, Inc October 2011 - Present
Envestnet, Inc April 2009 - October 2011
Envestnet, Inc April 2007 - April 2009
Envestnet, Inc April 2006 - March 2007
PIPER JAFFRAY April 2000 - February 2006
Skills
Securities, Mutual Funds, Wealth Management, Equities, Portfolio Management, Analysis, Process Improvement, Investments, Asset Allocation, Risk Management, Access, Asset Management, PowerPoint, Alternative Investments, Microsoft Office, Business Analysis, Vendor Management, Financial Services
Education
Metropolitan State University of Denver 2000 — 2004
Bachelor of Science, Finance
Envestnet, Inc January 2014 - Present
Envestnet, Inc October 2011 - Present
Envestnet, Inc April 2009 - October 2011
Envestnet, Inc April 2007 - April 2009
Envestnet, Inc April 2006 - March 2007
PIPER JAFFRAY April 2000 - February 2006
Skills
Securities, Mutual Funds, Wealth Management, Equities, Portfolio Management, Analysis, Process Improvement, Investments, Asset Allocation, Risk Management, Access, Asset Management, PowerPoint, Alternative Investments, Microsoft Office, Business Analysis, Vendor Management, Financial Services
Education
Metropolitan State University of Denver 2000 — 2004
Bachelor of Science, Finance
Aamer Naseer's Piper Jaffray Experience September 2006 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2006 - Present
Lehman Brothers 2002 - 2006
Bank of America 1992 - 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
FG School Okara Cantt
Institute of Business Administration
Piper Jaffray September 2006 - Present
Lehman Brothers 2002 - 2006
Bank of America 1992 - 2000
Education
University of Pennsylvania - The Wharton School 2000 — 2002
MBA
FG School Okara Cantt
Institute of Business Administration
Greg Genrich's Piper Jaffray Experience 1998 - 2006
Job Global Engagement Manager at Cisco Systems
Industry Internet
Experience
Cisco Systems February 2013 - Present
Cisco March 2011 - February 2013
Cisco 2008 - 2011
Wulff Hansen & Associates 2006 - 2008
Piper Jaffray 1998 - 2006
Skills
Financial Modeling, Financial Analysis, Finance, Leadership, Internal Controls, Risk Management, Management Consulting, Accounting, Sarbanes-Oxley Act
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Finance
Menlo College 2006 — 2008
BA, Business Management/Finance
St. Olaf College 1992 — 1994
Liberal Arts
Cisco Systems February 2013 - Present
Cisco March 2011 - February 2013
Cisco 2008 - 2011
Wulff Hansen & Associates 2006 - 2008
Piper Jaffray 1998 - 2006
Skills
Financial Modeling, Financial Analysis, Finance, Leadership, Internal Controls, Risk Management, Management Consulting, Accounting, Sarbanes-Oxley Act
Education
University of Phoenix 2012 — 2014
Master of Business Administration (MBA), Finance
Menlo College 2006 — 2008
BA, Business Management/Finance
St. Olaf College 1992 — 1994
Liberal Arts
Matthew Sznewajs's Piper Jaffray Experience 2011 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2011 - Present
ShoreView Industries 2008 - 2011
Piper Jaffray 2002 - 2008
Nomura 1999 - 2000
ERNST & YOUNG July 1994 - 1999
Skills
Valuation, LBO, Business Strategy, Financial Modeling, Private Equity, Due Diligence, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Strategy
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Accounting and Finance, Accounting and Finance
Piper Jaffray 2011 - Present
ShoreView Industries 2008 - 2011
Piper Jaffray 2002 - 2008
Nomura 1999 - 2000
ERNST & YOUNG July 1994 - 1999
Skills
Valuation, LBO, Business Strategy, Financial Modeling, Private Equity, Due Diligence, Financial Analysis
Education
Northwestern University - Kellogg School of Management 2000 — 2002
Master of Business Administration (MBA), Finance and Strategy
Indiana University Bloomington 1990 — 1994
Bachelor of Science, Accounting and Finance, Accounting and Finance
JP Young's Piper Jaffray Experience October 2000 - March 2001
Job Managing Director at William Blair & Company
Industry Financial Services
Experience
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
William Blair & Company December 2009 - Present
William Blair & Company December 2009 - Present
Macquarie October 2005 - March 2009
Macquarie Capital (USA) Inc. 2005 - 2009
FBR April 2001 - October 2005
Piper Jaffray October 2000 - March 2001
Cap Gemini Ernst & Young January 2000 - October 2000
Bank of America July 1996 - March 1999
SEI July 1995 - June 1996
Skills
Financial Modeling, Valuation, Capital Markets, Investment Banking, Investments, Mergers & Acquisitions, Equities, Finance, Credit Risk, Strategy, Financial Services, Credit, Asset Management, Securities
Education
The University of Chicago 1997 — 1999
MS, Computer Science
Lehigh University 1991 — 1995
BS, Business
Dana Sayre's Piper Jaffray Experience May 2000 - July 2005
Job Executive Assistant at Hertz
Industry Financial Services
Experience
Hertz February 2014 - Present
Chico's FAS Inc. August 2012 - May 2013
Chico's FAS Inc. September 2011 - August 2012
White House Black Market November 2009 - September 2011
Retirement Advisors, Inc November 2007 - November 2009
Piper Jaffray May 2000 - July 2005
Skills
Merchandising, Software Documentation, Retail, Cross-functional Team..., Training, Outlook, Customer Service, Project Management, Human Resources, Inventory Management, Microsoft Excel, E-commerce, Assortment, Business Process, Trend Analysis, Project Planning, PowerPoint, Microsoft Word, Fashion, Online Marketing, Event Planning, Microsoft Office, Project Coordination, Web Services, Email Marketing, Digital Marketing, Data Analysis, Account Reconciliation, Quality Control, Digital Proofing, Onboarding, Financial Audits, Heavy Calendaring, Travel Arrangements, Confidentiality, Handle Confidential..., Safety Practices, Customer Retention, Data Entry, Financial Reporting, Organizing Meetings, Event Management, Qualifying Candidates, Vendor Relationships, Web Marketing, Compliance, Conducting Interviews, Medical Transcription, Space Planning, FPA
Education
Park University 2002 — 2004
Interior Design
Johnson County Community College 1990 — 1994
Associate of Arts (AA), Business Finance and Administration
Hertz February 2014 - Present
Chico's FAS Inc. August 2012 - May 2013
Chico's FAS Inc. September 2011 - August 2012
White House Black Market November 2009 - September 2011
Retirement Advisors, Inc November 2007 - November 2009
Piper Jaffray May 2000 - July 2005
Skills
Merchandising, Software Documentation, Retail, Cross-functional Team..., Training, Outlook, Customer Service, Project Management, Human Resources, Inventory Management, Microsoft Excel, E-commerce, Assortment, Business Process, Trend Analysis, Project Planning, PowerPoint, Microsoft Word, Fashion, Online Marketing, Event Planning, Microsoft Office, Project Coordination, Web Services, Email Marketing, Digital Marketing, Data Analysis, Account Reconciliation, Quality Control, Digital Proofing, Onboarding, Financial Audits, Heavy Calendaring, Travel Arrangements, Confidentiality, Handle Confidential..., Safety Practices, Customer Retention, Data Entry, Financial Reporting, Organizing Meetings, Event Management, Qualifying Candidates, Vendor Relationships, Web Marketing, Compliance, Conducting Interviews, Medical Transcription, Space Planning, FPA
Education
Park University 2002 — 2004
Interior Design
Johnson County Community College 1990 — 1994
Associate of Arts (AA), Business Finance and Administration
chris orthey's Piper Jaffray Experience July 2001 - Present
Job Principal...Institutional Sales Trader at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2001 - Present
Merrill Lynch October 1997 - July 2001
Education
Miami University 1989 — 1993
economics
Piper Jaffray July 2001 - Present
Merrill Lynch October 1997 - July 2001
Education
Miami University 1989 — 1993
economics
James Dotzman's Piper Jaffray Experience January 2011 - August 2013
Job Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. August 2013 - Present
Piper Jaffray January 2011 - August 2013
JVB Financial Group, LLC November 2009 - December 2010
Td Securities USA Inc January 2009 - November 2009
Commerce Capital Markets September 2006 - December 2008
Starboard Capital Markets Inc July 1994 - September 2006
A. Webster Dougherty & Co., Inc. January 1985 - July 1994
Skills
Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies, Wealth Management..., Microsoft Office,..., Relationship Management
Education
La Salle University - School of Business Administration 1978 — 1982
B.S., Accounting, Finance
North Catholic H.S. 1974 — 1978
Oppenheimer & Co. Inc. August 2013 - Present
Piper Jaffray January 2011 - August 2013
JVB Financial Group, LLC November 2009 - December 2010
Td Securities USA Inc January 2009 - November 2009
Commerce Capital Markets September 2006 - December 2008
Starboard Capital Markets Inc July 1994 - September 2006
A. Webster Dougherty & Co., Inc. January 1985 - July 1994
Skills
Investments, Asset Allocation, Securities, Financial Services, Fixed Income Strategies, Wealth Management..., Microsoft Office,..., Relationship Management
Education
La Salle University - School of Business Administration 1978 — 1982
B.S., Accounting, Finance
North Catholic H.S. 1974 — 1978
Anna Berget-Mingo's Piper Jaffray Experience March 2007 - September 2007
Job Project Manager at General Mills
Industry Information Technology and Services
Experience
General Mills June 2015 - Present
Best Buy September 2014 - June 2015
RBC Wealth Management November 2011 - 2014
UnitedHealth Group April 2009 - August 2011
Best Buy Mobile July 2008 - May 2009
Orbit Systems December 2007 - April 2008
Piper Jaffray March 2007 - September 2007
Skills
SDLC, Testing, Cross-functional Team..., Software Documentation, Management, Six Sigma, Leadership, Troubleshooting, CRM, Project Management, Training, Access, Servers, Project Planning, Agile Methodologies
Education
University of Minnesota-Twin Cities 2004 — 2005
Mechanical Engineering/Aerospace Engineering
Michigan Technological University 2002 — 2004
Mechanical Engineering
General Mills June 2015 - Present
Best Buy September 2014 - June 2015
RBC Wealth Management November 2011 - 2014
UnitedHealth Group April 2009 - August 2011
Best Buy Mobile July 2008 - May 2009
Orbit Systems December 2007 - April 2008
Piper Jaffray March 2007 - September 2007
Skills
SDLC, Testing, Cross-functional Team..., Software Documentation, Management, Six Sigma, Leadership, Troubleshooting, CRM, Project Management, Training, Access, Servers, Project Planning, Agile Methodologies
Education
University of Minnesota-Twin Cities 2004 — 2005
Mechanical Engineering/Aerospace Engineering
Michigan Technological University 2002 — 2004
Mechanical Engineering
David Toepel's Piper Jaffray Experience 1996 - 2002
Job Senior Managing Director, CoHead of Equity Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets 2003 - Present
Piper Jaffray 1996 - 2002
Skills
Private Placements, Capital Markets, Series 7, Investment Banking, Equity Research, Equities
Education
Kalamazoo College 1987 — 1991
BA, Economics and Business
FBR Capital Markets 2003 - Present
Piper Jaffray 1996 - 2002
Skills
Private Placements, Capital Markets, Series 7, Investment Banking, Equity Research, Equities
Education
Kalamazoo College 1987 — 1991
BA, Economics and Business
Wendy Jo McHenry's Piper Jaffray Experience January 1994 - January 1998
Job Dental Rep at Goldbay
Industry Health, Wellness and Fitness
Experience
Goldbay Refining May 2012 - Present
Nuskin October 2008 - Present
Piper Jaffray January 1994 - January 1998
Murphey Favre June 1984 - January 1994
Skills
Wellness, Coaching, Public Speaking, Wellness Coaching, Holistic Health, Marketing, Entrepreneurship, Management, Leadership, Start-ups, Personal Development, Team Building, Leadership Development
Education
Metropolitan State College of Denver 1980 — 1982
Bachelor's degree, Business Management
Goldbay Refining May 2012 - Present
Nuskin October 2008 - Present
Piper Jaffray January 1994 - January 1998
Murphey Favre June 1984 - January 1994
Skills
Wellness, Coaching, Public Speaking, Wellness Coaching, Holistic Health, Marketing, Entrepreneurship, Management, Leadership, Start-ups, Personal Development, Team Building, Leadership Development
Education
Metropolitan State College of Denver 1980 — 1982
Bachelor's degree, Business Management
Dan DiLeva's Piper Jaffray Experience May 1998 - January 2009
Job VP/Trading Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus 2009 - Present
Piper Jaffray May 1998 - January 2009
Skills
Analysis, Bloomberg, Bonds, Capital Markets, Equities, Fixed Income, Securities, Series 63, Series 7
Education
Iowa State University 1987 — 1991
BA, Economics
Stifel Nicolaus 2009 - Present
Piper Jaffray May 1998 - January 2009
Skills
Analysis, Bloomberg, Bonds, Capital Markets, Equities, Fixed Income, Securities, Series 63, Series 7
Education
Iowa State University 1987 — 1991
BA, Economics
Sheryl Wolk's Piper Jaffray Experience June 1996 - July 1997
Job Clinical Research Administrator at Possis Medical
Industry Medical Devices
Experience
Possis Medical Executive Assistant/BuyerAmerilab TechnologiesFebruary 2004 - November 2006
Alliancz Medical Consultants, P.A. June 1997 - December 2003
Piper Jaffray June 1996 - July 1997
RBC Dain Rauscher September 1995 - June 1996
Education
Metropolitan State University
Bachelor of Arts, Multidisciplinary Studies
Possis Medical Executive Assistant/BuyerAmerilab TechnologiesFebruary 2004 - November 2006
Alliancz Medical Consultants, P.A. June 1997 - December 2003
Piper Jaffray June 1996 - July 1997
RBC Dain Rauscher September 1995 - June 1996
Education
Metropolitan State University
Bachelor of Arts, Multidisciplinary Studies
Tricia Colbert's Piper Jaffray Experience 1994 - 1996
Job Independent Investor Relations and Finance Professional
Industry Financial Services
Experience
Gilead Sciences 2003 - 2006
Thomson Financial 2001 - 2003
E*Offering Corporation 1999 - 2000
E*Offering Corporation 1999 - 2000
Robertson Stephens 1996 - 1997
Piper Jaffray 1994 - 1996
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Entrepreneurship
Lake Forest College 1989 — 1993
BA, Economics
Gilead Sciences 2003 - 2006
Thomson Financial 2001 - 2003
E*Offering Corporation 1999 - 2000
E*Offering Corporation 1999 - 2000
Robertson Stephens 1996 - 1997
Piper Jaffray 1994 - 1996
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Finance and Entrepreneurship
Lake Forest College 1989 — 1993
BA, Economics
Michael Dannenberg's Piper Jaffray Experience 2007 - 2008
Job Investment Banking at Zachary Scott
Industry Medical Devices
Experience
Zachary Scott April 2015 - Present
TRIA Beauty 2012 - March 2015
Tria Beauty 2011 - 2012
Tria Beauty 2010 - 2011
Piper Jaffray 2007 - 2008
Piper Jaffray 2005 - 2007
Skills
Strategic Financial..., Due Diligence, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions, Venture Capital, Finance, Investment Banking, Capital Markets, Private Equity, Forecasting
Education
Macalester College 2001 — 2005
BA, Economics
Zachary Scott April 2015 - Present
TRIA Beauty 2012 - March 2015
Tria Beauty 2011 - 2012
Tria Beauty 2010 - 2011
Piper Jaffray 2007 - 2008
Piper Jaffray 2005 - 2007
Skills
Strategic Financial..., Due Diligence, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Mergers & Acquisitions, Venture Capital, Finance, Investment Banking, Capital Markets, Private Equity, Forecasting
Education
Macalester College 2001 — 2005
BA, Economics
Marymartha Heasley, CBCP's Piper Jaffray Experience February 1998 - 2000
Job BCP Analyst at US Bank
Industry Financial Services
Experience
US Bank May 2010 - Present
Minnesota Life September 2000 - September 2009
Piper Jaffray February 1998 - 2000
US Bancorp January 1994 - January 1998
Skills
Business Continuity, Business Continuity..., Disaster Recovery, Crisis Management, Emergency Management, Risk Management
Education
LOMA 2004 — 2004
FLMI280 and FLMI290, Life Insurance
Metropolitan State University 1993 — 1996
MBA, Computer Science and Finance
University of Minnesota-Twin Cities 1974 — 1978
BA, History
US Bank May 2010 - Present
Minnesota Life September 2000 - September 2009
Piper Jaffray February 1998 - 2000
US Bancorp January 1994 - January 1998
Skills
Business Continuity, Business Continuity..., Disaster Recovery, Crisis Management, Emergency Management, Risk Management
Education
LOMA 2004 — 2004
FLMI280 and FLMI290, Life Insurance
Metropolitan State University 1993 — 1996
MBA, Computer Science and Finance
University of Minnesota-Twin Cities 1974 — 1978
BA, History
Jason Roudabush's Piper Jaffray Experience December 2005 - June 2008
Job Private Equity Investment Professional at Orchard Holdings Group, LLC
Industry Venture Capital & Private Equity
Experience
Orchard Holdings Group, LLC December 2011 - Present
Linden LLC July 2008 - June 2010
Piper Jaffray December 2005 - June 2008
Legg Mason July 2002 - December 2005
Skills
Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
Miami University
BS, Finance and Management Information Systems
Orchard Holdings Group, LLC December 2011 - Present
Linden LLC July 2008 - June 2010
Piper Jaffray December 2005 - June 2008
Legg Mason July 2002 - December 2005
Skills
Due Diligence, Private Equity
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
Miami University
BS, Finance and Management Information Systems
Derek Coulson's Piper Jaffray Experience October 2004 - September 2006
Job Operations at Vermillion State Bank
Industry Banking
Experience
Vermillion State Bank June 2014 - Present
CBIZ January 2013 - June 2014
Payroll Control Systems December 2007 - December 2012
Ameriprise Financial Services, Inc. October 2006 - December 2007
Piper Jaffray October 2004 - September 2006
Piper Jaffray March 2002 - October 2004
Skills
Payroll Processing, Payroll, General Ledger, Customer Service, Human Resources, Microsoft Office, Accounts Payable, Sales, Analysis, Finance, Training, Process Improvement, Account Management, Microsoft Excel, Employee Relations, Time Management
Education
University of St. Thomas 1999 — 2001
Bachelor of Science (BS), Business Administration - Finance
Marquette University 1999 — 1999
Business Administration
University of Minnesota-Duluth 1996 — 1998
Vermillion State Bank June 2014 - Present
CBIZ January 2013 - June 2014
Payroll Control Systems December 2007 - December 2012
Ameriprise Financial Services, Inc. October 2006 - December 2007
Piper Jaffray October 2004 - September 2006
Piper Jaffray March 2002 - October 2004
Skills
Payroll Processing, Payroll, General Ledger, Customer Service, Human Resources, Microsoft Office, Accounts Payable, Sales, Analysis, Finance, Training, Process Improvement, Account Management, Microsoft Excel, Employee Relations, Time Management
Education
University of St. Thomas 1999 — 2001
Bachelor of Science (BS), Business Administration - Finance
Marquette University 1999 — 1999
Business Administration
University of Minnesota-Duluth 1996 — 1998
Timothy J. Lee's Piper Jaffray Experience 2008 - 2011
Job Consultant at Independent Consultant
Industry Medical Devices
Experience
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Independent Consultant October 2013 - Present
QiG Group, a subsidiary of Greatbatch September 2012 - July 2013
Independent Consultant 2011 - September 2012
Piper Jaffray 2008 - 2011
Caris & Company 2007 - 2008
Kaufman Bros. 2006 - 2007
Merrill Lynch 2003 - 2005
Merrill Lynch 1999 - 2003
Cowen and Company 1998 - 1999
Cowen and Company 1996 - 1998
Skills
Research, Equities, Economics, Equity Research, Equity Valuation, Mergers & Acquisitions, Financial Modeling, Valuation, Investment Banking, Investments, Portfolio Management, Due Diligence, Mergers, Corporate Development, Investor Relations, Start-ups
Education
Indiana University - Kelley School of Business
MBA, Finance
University of the Pacific
BS, Computer Engineering
Mike Armagno's Piper Jaffray Experience July 2012 - Present
Job Junior Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2012 - Present
West Side Catholic Center August 2011 - Present
PNC Investments March 2011 - July 2012
Fifth Third Bank June 2009 - August 2009
Skills
Public Finance, Investment Banking, Municipal Bonds, Private Placements, Fundraising
Education
Miami University 2006 — 2010
Bachelor, Public Administration, Economics
St. Ignatius High School 2002 — 2006
Piper Jaffray July 2012 - Present
West Side Catholic Center August 2011 - Present
PNC Investments March 2011 - July 2012
Fifth Third Bank June 2009 - August 2009
Skills
Public Finance, Investment Banking, Municipal Bonds, Private Placements, Fundraising
Education
Miami University 2006 — 2010
Bachelor, Public Administration, Economics
St. Ignatius High School 2002 — 2006
Jared Madlin's Piper Jaffray Experience April 2012 - May 2014
Job at PresPoint Capital
Industry Investment Management
Experience
PresPoint Capital May 2014 - Present
Piper Jaffray April 2012 - May 2014
Longbow Research June 2010 - April 2012
Longbow Research January 2010 - May 2010
Education
John Carroll University 2006 — 2010
BSBA, Finance
PresPoint Capital May 2014 - Present
Piper Jaffray April 2012 - May 2014
Longbow Research June 2010 - April 2012
Longbow Research January 2010 - May 2010
Education
John Carroll University 2006 — 2010
BSBA, Finance
Jesse Gustafson's Piper Jaffray Experience February 2004 - February 2006
Job Sales And Relationship Manager at Bloomberg
Industry Computer Software
Experience
Bloomberg LP September 2014 - Present
Bloomberg LP February 2011 - September 2014
Bloomberg February 2007 - April 2011
Bloomberg LP February 2006 - February 2007
Piper Jaffray February 2004 - February 2006
Raymond James Financial February 2002 - February 2004
Skills
Bloomberg, Sales, SaaS, Enterprise Software, Public Speaking, Sales & Marketing..., Sales Management, Cloud Applications
Education
Michigan State University 1993 — 1997
B.A., Interdisciplinary Studies - Social Science
Bloomberg LP September 2014 - Present
Bloomberg LP February 2011 - September 2014
Bloomberg February 2007 - April 2011
Bloomberg LP February 2006 - February 2007
Piper Jaffray February 2004 - February 2006
Raymond James Financial February 2002 - February 2004
Skills
Bloomberg, Sales, SaaS, Enterprise Software, Public Speaking, Sales & Marketing..., Sales Management, Cloud Applications
Education
Michigan State University 1993 — 1997
B.A., Interdisciplinary Studies - Social Science
Brad F. England's Piper Jaffray Experience 2002 - 2006
Job Managing Partner/CoFounder at Monitor Finance
Industry Real Estate
Experience
England Capital LLC 2006 - Present
Elevate Property Managment 2006 - Present
Monitor Finance 2006 - Present
Macalester College September 2006 - December 2007
Piper Jaffray 2002 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1996 - 2000
Merrill Lynch 1995 - 1996
Merrill Lynch 1986 - 1995
General Mills 1978 - 1986
Education
Northwestern University - Kellogg School of Management 1977 — 1978
MM (MBA)
University of Minnesota-Twin Cities 1975 — 1977
BSB
Macalester College 1973 — 1975
England Capital LLC 2006 - Present
Elevate Property Managment 2006 - Present
Monitor Finance 2006 - Present
Macalester College September 2006 - December 2007
Piper Jaffray 2002 - 2006
Merrill Lynch 2000 - 2002
Merrill Lynch 1996 - 2000
Merrill Lynch 1995 - 1996
Merrill Lynch 1986 - 1995
General Mills 1978 - 1986
Education
Northwestern University - Kellogg School of Management 1977 — 1978
MM (MBA)
University of Minnesota-Twin Cities 1975 — 1977
BSB
Macalester College 1973 — 1975
Tabitha Schultz's Piper Jaffray Experience October 2000 - October 2003
Job Administrative Assistant at Wells Fargo Home Mortgage
Industry Financial Services
Experience
Robert Half January 2015 - Present
Wells Fargo Home Mortgage January 2015 - Present
Lancet Data Sciences April 2013 - December 2014
Thomson Reuters September 2008 - April 2013
Ceridian May 2007 - September 2008
Ceridian June 2004 - September 2008
Piper Jaffray October 2000 - October 2003
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Meeting Planning, Travel Planning, International Travel, SharePoint, Website Development, Cisco Telepresence, LifeSize Video..., Training, Administrative..., Access, Software Documentation, Customer Service, Team Building, Time Management, Call Centers, Budgets, Administrative...
Education
Metropolitan State University 2013 — 2016
Bachelor's Degree, Business Administration, GPA 3.66
Marshall High School 1990 — 1994
High School
Robert Half January 2015 - Present
Wells Fargo Home Mortgage January 2015 - Present
Lancet Data Sciences April 2013 - December 2014
Thomson Reuters September 2008 - April 2013
Ceridian May 2007 - September 2008
Ceridian June 2004 - September 2008
Piper Jaffray October 2000 - October 2003
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Meeting Planning, Travel Planning, International Travel, SharePoint, Website Development, Cisco Telepresence, LifeSize Video..., Training, Administrative..., Access, Software Documentation, Customer Service, Team Building, Time Management, Call Centers, Budgets, Administrative...
Education
Metropolitan State University 2013 — 2016
Bachelor's Degree, Business Administration, GPA 3.66
Marshall High School 1990 — 1994
High School
Brian Luedtke's Piper Jaffray Experience 1985 - 2008
Job Consulting at Luedtke Investment Research
Industry Financial Services
Experience
Northland Capital Markets September 2011 - Present
Luedtke Investment Research January 2009 - September 2011
Piper Jaffray 1985 - 2008
Education
Iowa State University 1978 — 1982
BS, Ag Economics
Northland Capital Markets September 2011 - Present
Luedtke Investment Research January 2009 - September 2011
Piper Jaffray 1985 - 2008
Education
Iowa State University 1978 — 1982
BS, Ag Economics
catharine mcclintock's Piper Jaffray Experience 1992 - 2005
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management October 2011 - 2014
Sterne Agee 2006 - 2010
Piper Jaffray 1992 - 2005
Skills
Investments, Equities, Retirement Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Securities, Wealth Preservation...
Education
Manhattanville College
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Wells Fargo Advisors October 2014 - Present
Morgan Stanley Wealth Management October 2011 - 2014
Sterne Agee 2006 - 2010
Piper Jaffray 1992 - 2005
Skills
Investments, Equities, Retirement Planning, Mutual Funds, Financial Analysis, Fixed Annuities, Securities, Wealth Preservation...
Education
Manhattanville College
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
University of St. Thomas
Master of Business Administration (MBA), Finance, General
Tracy Minnis's Piper Jaffray Experience March 2013 - Present
Job Executive Assistant, Investment Banking at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2013 - Present
AEA Investors LP February 2011 - January 2013
CV Starr August 2009 - March 2010
Bridgewater Associates July 2005 - August 2009
Indiana CPA Society April 1998 - April 2005
Skills
Office Management, Meeting Planning, Event Planning, Travel Arrangements, Executive Support, Confidentiality, Marketing, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington
Piper Jaffray March 2013 - Present
AEA Investors LP February 2011 - January 2013
CV Starr August 2009 - March 2010
Bridgewater Associates July 2005 - August 2009
Indiana CPA Society April 1998 - April 2005
Skills
Office Management, Meeting Planning, Event Planning, Travel Arrangements, Executive Support, Confidentiality, Marketing, Microsoft Excel, PowerPoint
Education
Indiana University Bloomington
Brian Luedtke, CFA's Piper Jaffray Experience July 2004 - June 2008
Job Senior Vice President at Northland Securities
Industry Financial Services
Experience
Northland Securities September 2011 - Present
Piper Jaffray July 2004 - June 2008
GILCO Partners 2001 - 2004
Piper Jaffray 1985 - 2001
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
Iowa State University
Bachelor of Science (BS), Agricultural Economics
Northland Securities September 2011 - Present
Piper Jaffray July 2004 - June 2008
GILCO Partners 2001 - 2004
Piper Jaffray 1985 - 2001
Skills
Wealth Management, Asset Allocation, Investment Advisory, Portfolio Management
Education
Iowa State University
Bachelor of Science (BS), Agricultural Economics
Andrea Weiland's Piper Jaffray Experience 2000 - 2002
Job President at Cranberries Limited, Inc.
Industry Farming
Experience
Cranberries Limited, Inc. 2011 - Present
Cranberries Limited, Inc. 2006 - 2011
United Airlines 2005 - 2006
Huron Consulting Group 2002 - 2005
Piper Jaffray 2000 - 2002
Skills
Financial Modeling, Due Diligence, Financial Analysis
Education
Marquette University
Southern Methodist University
Cranberries Limited, Inc. 2011 - Present
Cranberries Limited, Inc. 2006 - 2011
United Airlines 2005 - 2006
Huron Consulting Group 2002 - 2005
Piper Jaffray 2000 - 2002
Skills
Financial Modeling, Due Diligence, Financial Analysis
Education
Marquette University
Southern Methodist University
Daniel Yu's Piper Jaffray Experience June 2005 - February 2009
Job Principal, Technology at FINRA
Industry Financial Services
Experience
FINRA March 2014 - Present
Comcast October 2013 - March 2014
Comcast October 2013 - January 2014
The Humane Society of the United States May 2013 - October 2013
LogiXML June 2012 - April 2013
RBC Capital Markets August 2010 - February 2012
Piper Jaffray June 2005 - February 2009
Lawrence Livermore National Laboratory June 2004 - May 2005
Skills
q/kdb+ programming, Data Analysis, Statistical Data..., Exploratory Data..., Large-scale Data..., Cryogenics, Vacuum Chambers, Microwave Engineering, Mathematical Modeling, Numerical Analysis, Monte Carlo Simulation, Particle Physics, Quantitative Analytics, Trading, Trading Systems, Electronic Trading, Equities, Options, Equity Trading, Financial Markets, Statistical Arbitrage
Education
Massachusetts Institute of Technology 1998 — 2004
Ph.D, Physics
Massachusetts Institute of Technology 1994 — 1998
S.B, Physics
Massachusetts Institute of Technology 1994 — 1998
S.B, Mathematics
FINRA March 2014 - Present
Comcast October 2013 - March 2014
Comcast October 2013 - January 2014
The Humane Society of the United States May 2013 - October 2013
LogiXML June 2012 - April 2013
RBC Capital Markets August 2010 - February 2012
Piper Jaffray June 2005 - February 2009
Lawrence Livermore National Laboratory June 2004 - May 2005
Skills
q/kdb+ programming, Data Analysis, Statistical Data..., Exploratory Data..., Large-scale Data..., Cryogenics, Vacuum Chambers, Microwave Engineering, Mathematical Modeling, Numerical Analysis, Monte Carlo Simulation, Particle Physics, Quantitative Analytics, Trading, Trading Systems, Electronic Trading, Equities, Options, Equity Trading, Financial Markets, Statistical Arbitrage
Education
Massachusetts Institute of Technology 1998 — 2004
Ph.D, Physics
Massachusetts Institute of Technology 1994 — 1998
S.B, Physics
Massachusetts Institute of Technology 1994 — 1998
S.B, Mathematics
Christine Parsons's Piper Jaffray Experience June 2013 - Present
Job Trade Support Operations at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2013 - Present
Piper Jaffray August 2005 - June 2013
Dart Transit June 2003 - August 2005
GMAC/Residential Funding Corp. October 1999 - June 2003
Vital Images 1997 - 1999
Skills
Operational Efficiency, Problem Solving, Microsoft Excel, Lawson General Ledger, Brio Query, Broadridge BPS, Fixed Income, Databases, Finance
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Madison Area Technical College 1988 — 1991
Associate's degree, Accounting
Piper Jaffray June 2013 - Present
Piper Jaffray August 2005 - June 2013
Dart Transit June 2003 - August 2005
GMAC/Residential Funding Corp. October 1999 - June 2003
Vital Images 1997 - 1999
Skills
Operational Efficiency, Problem Solving, Microsoft Excel, Lawson General Ledger, Brio Query, Broadridge BPS, Fixed Income, Databases, Finance
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting
Madison Area Technical College 1988 — 1991
Associate's degree, Accounting
Jason Jeansonne's Piper Jaffray Experience January 2013 - Present
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Education
LSU 1998 — 2000
Master's degree, Finance, General
Louisiana Tech University 1990 — 1994
Bachelor of Science (BS), Finance, General
Piper Jaffray January 2013 - Present
Raymond James Financial Inc. August 2005 - January 2013
Education
LSU 1998 — 2000
Master's degree, Finance, General
Louisiana Tech University 1990 — 1994
Bachelor of Science (BS), Finance, General
Joshua Ormiston's Piper Jaffray Experience June 2009 - August 2012
Job
Industry Banking
Experience
Alliance Bank of Arizona August 2012 - Present
Piper Jaffray June 2009 - August 2012
Stone & Youngberg May 2005 - June 2009
Skills
Homeowner Association...
Education
Texas A&M University 2003 — 2005
Master of Science (M.S.), Finance, General
Michigan State University 1999 — 2003
Bachelor of Science (B.S.), Mathematics
Alliance Bank of Arizona August 2012 - Present
Piper Jaffray June 2009 - August 2012
Stone & Youngberg May 2005 - June 2009
Skills
Homeowner Association...
Education
Texas A&M University 2003 — 2005
Master of Science (M.S.), Finance, General
Michigan State University 1999 — 2003
Bachelor of Science (B.S.), Mathematics
BRIAN PYTLEWSKI's Piper Jaffray Experience January 1995 - June 1998
Job First Vice President Fixed Income Portfolio Manager at RNC Genter Capital Management
Industry Investment Management
Experience
RNC Genter Capital Management March 1999 - Present
Piper Jaffray January 1995 - June 1998
Education
Loyola Marymount University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
RNC Genter Capital Management March 1999 - Present
Piper Jaffray January 1995 - June 1998
Education
Loyola Marymount University 1990 — 1994
Bachelor's degree, Business Administration and Management, General
Michael prcela's Piper Jaffray Experience March 2012 - Present
Job Senior Vice President Investment Banking at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2012 - Present
Fifth Third Securities December 2000 - February 2012
KeyBanc Capital Markets 1997 - 2000
Skills
Municipal Bonds
Education
Miami University 1990 — 1994
Bachelor of Arts (BA), Ancient Latin and Classical Humanities
Piper Jaffray March 2012 - Present
Fifth Third Securities December 2000 - February 2012
KeyBanc Capital Markets 1997 - 2000
Skills
Municipal Bonds
Education
Miami University 1990 — 1994
Bachelor of Arts (BA), Ancient Latin and Classical Humanities
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS