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
Mohan Naidu, CFA Mohan Naidu, CFA's Piper Jaffray Experience June 2008 - June 2013
Job Managing Director at Oppenheimer & Co. Inc.
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. May 2015 - Present
Stephens Inc. June 2013 - May 2015
Piper Jaffray June 2008 - June 2013
GE Healthcare August 2006 - June 2008
GE Healthcare June 2001 - May 2007
Education
Northwestern University - Kellogg School of Management 2004 — 2008
MBA, Management & Strategy, Finance, Investment Banking
Syracuse University 1999 — 2001
MS, Computer Engineering
Vellore Institute of Technology 1995 — 1999
B.Tech, Chemical Engineering
Oppenheimer & Co. Inc. May 2015 - Present
Stephens Inc. June 2013 - May 2015
Piper Jaffray June 2008 - June 2013
GE Healthcare August 2006 - June 2008
GE Healthcare June 2001 - May 2007
Education
Northwestern University - Kellogg School of Management 2004 — 2008
MBA, Management & Strategy, Finance, Investment Banking
Syracuse University 1999 — 2001
MS, Computer Engineering
Vellore Institute of Technology 1995 — 1999
B.Tech, Chemical Engineering
Amanda Woolley Amanda Woolley's Piper Jaffray Experience April 2009 - May 2014
Job Recruiting Coordinator, Energy – Building a World of Difference at Black & Veatch
Industry Human Resources
Experience
Black & Veatch June 2014 - Present
Piper Jaffray April 2009 - May 2014
Skills
PeopleSoft, Onboarding, Interviews, Outlook, Spreadsheets, Program Management, Invoicing, Oracle, Human Resources, Talent Acquisition, BrassRing
Education
Park University
Bachelor of Applied Science (B.A.Sc.), Social Psychology
Black & Veatch June 2014 - Present
Piper Jaffray April 2009 - May 2014
Skills
PeopleSoft, Onboarding, Interviews, Outlook, Spreadsheets, Program Management, Invoicing, Oracle, Human Resources, Talent Acquisition, BrassRing
Education
Park University
Bachelor of Applied Science (B.A.Sc.), Social Psychology
Andrea Schneider Andrea Schneider's Piper Jaffray Experience 1997 - 1999
Job Real Estate Agent at RE/MAX
Industry Real Estate
Experience
RE/MAX Real Estate Concepts March 2014 - Present
Nebraska Home Sales February 2010 - March 2014
Woods Bros Realty 2008 - February 2010
Morgan Stanley Dean Witter 1999 - 2002
Piper Jaffray 1997 - 1999
Skills
New Home Sales, Referrals, First Time Home Buyers, Real Estate, Sellers, Relocation, Residential Homes, Condos, Short Sales, Investment Properties, Buyer Representation, Investors, Selling, Real Estate Transactions, Townhomes, Listings, Sales, Real Property, New Home Construction, ABR, Buyers, First Time Home Sellers
Education
Southeast Community College 1994 — 1996
Child Development
RE/MAX Real Estate Concepts March 2014 - Present
Nebraska Home Sales February 2010 - March 2014
Woods Bros Realty 2008 - February 2010
Morgan Stanley Dean Witter 1999 - 2002
Piper Jaffray 1997 - 1999
Skills
New Home Sales, Referrals, First Time Home Buyers, Real Estate, Sellers, Relocation, Residential Homes, Condos, Short Sales, Investment Properties, Buyer Representation, Investors, Selling, Real Estate Transactions, Townhomes, Listings, Sales, Real Property, New Home Construction, ABR, Buyers, First Time Home Sellers
Education
Southeast Community College 1994 — 1996
Child Development
Gabriela Suazo Gabriela Suazo's Piper Jaffray Experience May 2009 - October 2009
Job Executive Assistant / Lifestyle Photographer
Industry Photography
Experience
Symphony Asset Management October 2013 - Present
Gabriela Suazo Photography January 2000 - Present
Organic, Inc./Omnicom (Parent Company to Organic) October 2009 - August 2013
Piper Jaffray May 2009 - October 2009
Pixar Animation Studios February 2009 - April 2009
Amyris Biotechnologies January 2008 - December 2008
Franklin Bowles Galleries July 1997 - December 2007
Skills
Graphic Design, Art Direction, Graphics, Photography, Illustration, Adobe Creative Suite, InDesign, Corporate Identity, Design Management, Branding Development, Print Production..., Marketing Strategy, Project Management, Book and Catalog Design, Information Design, Event Planning, Collateral, Creative Direction, Online Advertising, Advertising
Education
Rutgers University
Bachelor of Arts, Majors in English Literature and History
UC Berkeley Extension
Coursework in Design
Symphony Asset Management October 2013 - Present
Gabriela Suazo Photography January 2000 - Present
Organic, Inc./Omnicom (Parent Company to Organic) October 2009 - August 2013
Piper Jaffray May 2009 - October 2009
Pixar Animation Studios February 2009 - April 2009
Amyris Biotechnologies January 2008 - December 2008
Franklin Bowles Galleries July 1997 - December 2007
Skills
Graphic Design, Art Direction, Graphics, Photography, Illustration, Adobe Creative Suite, InDesign, Corporate Identity, Design Management, Branding Development, Print Production..., Marketing Strategy, Project Management, Book and Catalog Design, Information Design, Event Planning, Collateral, Creative Direction, Online Advertising, Advertising
Education
Rutgers University
Bachelor of Arts, Majors in English Literature and History
UC Berkeley Extension
Coursework in Design
Jill Knouse Jill Knouse's Piper Jaffray Experience 1996 - 2000
Job
Industry Health, Wellness and Fitness
Experience
Jill Knouse Yoga LLC January 2006 - Present
YoYoYogi's 2013 - Present
Yoga Pearl 2013 - Present
Jill Knouse Yoga + Elevate Yoga Trainings 2006 - Present
CorePower Yoga 2006 - 2014
Hot Yoga for Life 2010 - 2013
Allianz Global Investors 2000 - 2005
Piper Jaffray 1996 - 2000
Skills
Fitness, Yoga, Wellness Coaching, Personal Training, Wellness, Holistic Health, Hatha Yoga, Fitness Training, Meditation, Relaxation, Lifestyle, Nutrition, Healing, Nutritional Counseling, Bodywork, Vinyasa, Therapeutic Massage, Wellbeing, Strength Training, Reiki
Education
St. Mary's College of California
Jill Knouse Yoga LLC January 2006 - Present
YoYoYogi's 2013 - Present
Yoga Pearl 2013 - Present
Jill Knouse Yoga + Elevate Yoga Trainings 2006 - Present
CorePower Yoga 2006 - 2014
Hot Yoga for Life 2010 - 2013
Allianz Global Investors 2000 - 2005
Piper Jaffray 1996 - 2000
Skills
Fitness, Yoga, Wellness Coaching, Personal Training, Wellness, Holistic Health, Hatha Yoga, Fitness Training, Meditation, Relaxation, Lifestyle, Nutrition, Healing, Nutritional Counseling, Bodywork, Vinyasa, Therapeutic Massage, Wellbeing, Strength Training, Reiki
Education
St. Mary's College of California
Susan Homeier Susan Homeier's Piper Jaffray Experience 2003 - 2008
Job Independent Consultant Strategic Planning, Finance, Marketing and Project management
Industry Consumer Goods
Experience
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
Sarah Wilbanks Sarah Wilbanks's Piper Jaffray Experience June 2006 - August 2008
Job Senior Administrative Assistant and Artist
Industry Executive Office
Experience
VMware December 2008 - March 2012
Piper Jaffray June 2006 - August 2008
Seattle International Children's Festival May 2006 - May 2007
Skills
Multitasker, Word Processing, Prioritization, Microsoft Office, Writing, Scheduling, Lotus Notes, Event Planning, Customer Service, Outlook, Organization &..., Management, System Administration, Process Scheduler, Time Management, Event Management
Education
The School of the Art Institute of Chicago 1991 — 1992
Fine Arts
Seattle Central Community College 1992 — 1992
VMware December 2008 - March 2012
Piper Jaffray June 2006 - August 2008
Seattle International Children's Festival May 2006 - May 2007
Skills
Multitasker, Word Processing, Prioritization, Microsoft Office, Writing, Scheduling, Lotus Notes, Event Planning, Customer Service, Outlook, Organization &..., Management, System Administration, Process Scheduler, Time Management, Event Management
Education
The School of the Art Institute of Chicago 1991 — 1992
Fine Arts
Seattle Central Community College 1992 — 1992
Erin (Erin Freeman) Passan's Piper Jaffray Experience January 2000 - January 2004
Job Vice President, Public Relations at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group January 2015 - Present
Farmers Insurance September 2012 - January 2015
The Irvine Company September 2010 - September 2012
TCW September 2006 - September 2010
University of Southern California September 2007 - May 2010
New Century January 2004 - September 2006
Piper Jaffray January 2000 - January 2004
Robertson Stephens June 1999 - January 2000
Bank of America June 1997 - June 1999
Skills
Crisis Communications, Corporate Communications, Media Relations, Public Relations, Mergers, Internal Communications, Marketing Communications, Strategic Communications, Marketing Strategy, Strategic Planning, Leadership, Social Media, Public Speaking, Mergers & Acquisitions, Leadership Development, Entrepreneurship, Public Affairs, Management, Team Building, Social Networking, Copywriting, Project Management, Event Management, Event Planning, Digital Marketing, Social Media Marketing, Budgets, Business Strategy, Marketing, Strategy, Strategic Partnerships, Press Releases, Market Research, Advertising, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA
St. Mary's College of California
BA, Business Management
Notre Dame High School 1985 — 1989
Notre Dame Elementary
Janus Capital Group January 2015 - Present
Farmers Insurance September 2012 - January 2015
The Irvine Company September 2010 - September 2012
TCW September 2006 - September 2010
University of Southern California September 2007 - May 2010
New Century January 2004 - September 2006
Piper Jaffray January 2000 - January 2004
Robertson Stephens June 1999 - January 2000
Bank of America June 1997 - June 1999
Skills
Crisis Communications, Corporate Communications, Media Relations, Public Relations, Mergers, Internal Communications, Marketing Communications, Strategic Communications, Marketing Strategy, Strategic Planning, Leadership, Social Media, Public Speaking, Mergers & Acquisitions, Leadership Development, Entrepreneurship, Public Affairs, Management, Team Building, Social Networking, Copywriting, Project Management, Event Management, Event Planning, Digital Marketing, Social Media Marketing, Budgets, Business Strategy, Marketing, Strategy, Strategic Partnerships, Press Releases, Market Research, Advertising, Integrated Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA
St. Mary's College of California
BA, Business Management
Notre Dame High School 1985 — 1989
Notre Dame Elementary
Ryan Buhrke, M.A., GRP, CCP Ryan Buhrke, M.A., GRP, CCP's Piper Jaffray Experience June 2010 - March 2012
Job Global Compensation Strategy ∣ Program Assessment, Design, & Modeling ∣ Executive Compensation ∣ Proactive Leadership
Industry Human Resources
Experience
MTS Systems June 2012 - Present
Piper Jaffray June 2010 - March 2012
Valspar January 2009 - June 2010
Tennant Company September 2008 - December 2008
Tennant Company October 2007 - September 2008
NatureWorks LLC 2005 - 2007
Skills
Global Compensation, Compensation Program..., Executive Pay, Variable Pay Design, Sales Compensation, Global Cross-Functional..., Total Rewards Strategies, Pay for Performance, Stock Plan..., Deferred Compensation, Proxy Statements, Quantitative Analytics, Board of Director..., Equity Administration, Communication Design, HRIS, Employee Engagement, HR Consulting, Organizational..., Salary Structures, Wage & Hour, Job Analysis, Benefits Administration, Microsoft Excel, Retention Strategies, Variable Pay, Salary Negotiations, Salary Benchmarking, Salary Review, FLSA, Compensation Planning, Compensation & Benefit, Data Analysis, Human Resources, Compensation & Benefits, Organizational Change..., Budget Forecasts, HR Metrics, Dashboard Metrics, Performance Metrics, Salary Surveys, Cross-functional Team..., Project Management, Market Pricing, Market Analysis, Job Descriptions, Position Classification, Presentation Skills, PowerPoint, Incentive Programs
Education
Roosevelt University 2002 — 2007
MA, Industrial/Organizational Psychology
University of Illinois at Chicago 1997 — 2001
BA, Applied Psychology
MTS Systems June 2012 - Present
Piper Jaffray June 2010 - March 2012
Valspar January 2009 - June 2010
Tennant Company September 2008 - December 2008
Tennant Company October 2007 - September 2008
NatureWorks LLC 2005 - 2007
Skills
Global Compensation, Compensation Program..., Executive Pay, Variable Pay Design, Sales Compensation, Global Cross-Functional..., Total Rewards Strategies, Pay for Performance, Stock Plan..., Deferred Compensation, Proxy Statements, Quantitative Analytics, Board of Director..., Equity Administration, Communication Design, HRIS, Employee Engagement, HR Consulting, Organizational..., Salary Structures, Wage & Hour, Job Analysis, Benefits Administration, Microsoft Excel, Retention Strategies, Variable Pay, Salary Negotiations, Salary Benchmarking, Salary Review, FLSA, Compensation Planning, Compensation & Benefit, Data Analysis, Human Resources, Compensation & Benefits, Organizational Change..., Budget Forecasts, HR Metrics, Dashboard Metrics, Performance Metrics, Salary Surveys, Cross-functional Team..., Project Management, Market Pricing, Market Analysis, Job Descriptions, Position Classification, Presentation Skills, PowerPoint, Incentive Programs
Education
Roosevelt University 2002 — 2007
MA, Industrial/Organizational Psychology
University of Illinois at Chicago 1997 — 2001
BA, Applied Psychology
David Remick David Remick's Piper Jaffray Experience July 2000 - August 2001
Job
Industry Health, Wellness and Fitness
Experience
Imperial Capital LLC December 2009 - July 2010
The Mercanti Group, LLC August 2001 - December 2009
Piper Jaffray July 2000 - August 2001
Skills
Mergers, Valuation, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Negotiation, Business Strategy, Corporate Finance, Due Diligence, Competitive Analysis, Venture Capital, Strategy Development, Mergers & Acquisitions, Strategy, Private Equity, Start-ups, Finance, Acquisition Integration, Executive Management, Corporate Development, Business Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
University of Notre Dame 1996 — 2000
Business
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA
LHS
Imperial Capital LLC December 2009 - July 2010
The Mercanti Group, LLC August 2001 - December 2009
Piper Jaffray July 2000 - August 2001
Skills
Mergers, Valuation, Financial Analysis, Strategic Planning, Financial Modeling, Business Planning, Negotiation, Business Strategy, Corporate Finance, Due Diligence, Competitive Analysis, Venture Capital, Strategy Development, Mergers & Acquisitions, Strategy, Private Equity, Start-ups, Finance, Acquisition Integration, Executive Management, Corporate Development, Business Development, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA
University of Notre Dame 1996 — 2000
Business
University of Notre Dame - Mendoza College of Business 1996 — 2000
BBA
LHS
Kevin St. John Kevin St. John's Piper Jaffray Experience 1997 - 2004
Job Vice President Investment Management, Annuity Products at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2011 - Present
RiverSource Annuities June 2004 - December 2010
Piper Jaffray 1997 - 2004
Skills
Fixed Annuities, Series 7, Variable Annuities, Series 63, Investment Management, Key Account Management, Relationship Marketing, Retirement Planning, Asset Allocation, Wealth Management, Financial Planning, Series 6
Education
Saint John's University 1988 — 1992
BA, Business Management, Psychology
Wayzata High School
Ameriprise Financial Services, Inc. January 2011 - Present
RiverSource Annuities June 2004 - December 2010
Piper Jaffray 1997 - 2004
Skills
Fixed Annuities, Series 7, Variable Annuities, Series 63, Investment Management, Key Account Management, Relationship Marketing, Retirement Planning, Asset Allocation, Wealth Management, Financial Planning, Series 6
Education
Saint John's University 1988 — 1992
BA, Business Management, Psychology
Wayzata High School
Timothy VanRavenswaay Timothy VanRavenswaay's Piper Jaffray Experience July 2006 - August 2007
Job Senior Finance Manager, Commercial Finance at PepsiCo
Industry Financial Services
Experience
PepsiCo December 2014 - Present
PepsiCo September 2013 - December 2014
PepsiCo August 2012 - August 2013
The Pritzker Group August 2008 - July 2010
Houlihan Lokey August 2007 - August 2008
Piper Jaffray July 2006 - August 2007
Corporate Express August 2005 - June 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, LBO, Financial Analysis, Due Diligence, Mergers, Equities, Investments, Corporate Development, Portfolio Management, Venture Capital, Bloomberg, Business Valuation, Strategy, Capital Markets, M&A experience, Competitive Analysis, Mergers & Acquisitions, Finance, Management, Forecasting, Strategic Planning, Cross-functional Team..., Analytics, Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Majors in Finance, Marketing, Operations Management and Social Enterprise
University of Colorado at Boulder 2001 — 2006
BA, Economics
PepsiCo December 2014 - Present
PepsiCo September 2013 - December 2014
PepsiCo August 2012 - August 2013
The Pritzker Group August 2008 - July 2010
Houlihan Lokey August 2007 - August 2008
Piper Jaffray July 2006 - August 2007
Corporate Express August 2005 - June 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Private Equity, LBO, Financial Analysis, Due Diligence, Mergers, Equities, Investments, Corporate Development, Portfolio Management, Venture Capital, Bloomberg, Business Valuation, Strategy, Capital Markets, M&A experience, Competitive Analysis, Mergers & Acquisitions, Finance, Management, Forecasting, Strategic Planning, Cross-functional Team..., Analytics, Analysis
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA, Majors in Finance, Marketing, Operations Management and Social Enterprise
University of Colorado at Boulder 2001 — 2006
BA, Economics
Scott Gehnrich Scott Gehnrich's Piper Jaffray Experience May 2013 - Present
Job Vice President, Institutional Equity Research Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2013 - Present
Sidoti & Company, LLC October 2008 - April 2013
Bloomberg LP December 2006 - October 2008
Opus Trading Fund, LLC June 2006 - November 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Equity Research, Equities, Valuation, Hedge Funds, Securities, Bloomberg, Capital Markets, Investments, Trading, Fixed Income
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Smeal College of Business, Economics
University of Westminster 2005 — 2005
Semester Abroad Program
Garden City High School 1998 — 2002
New York State Regents
Piper Jaffray May 2013 - Present
Sidoti & Company, LLC October 2008 - April 2013
Bloomberg LP December 2006 - October 2008
Opus Trading Fund, LLC June 2006 - November 2006
Skills
Series 7, Series 63, Bloomberg Terminal, Equity Research, Equities, Valuation, Hedge Funds, Securities, Bloomberg, Capital Markets, Investments, Trading, Fixed Income
Education
Penn State University 2002 — 2006
Bachelor of Science (BS), Smeal College of Business, Economics
University of Westminster 2005 — 2005
Semester Abroad Program
Garden City High School 1998 — 2002
New York State Regents
Alice Lightner Johnson Alice Lightner Johnson's Piper Jaffray Experience 1995 - 1998
Job Owner at LifeShift Services
Industry Individual & Family Services
Experience
LifeShift Services March 2011 - Present
Wells Fargo Private Client Services January 1998 - October 2001
Piper Jaffray 1995 - 1998
Thomas and Associates Accounting 1993 - 1994
Morgan Stanley Smith Barney 1988 - 1993
Skills
Downsizing, Customer Service, Budgets, Marketing Strategy, Marketing Communications, Marketing, Research, Wealth Management
Education
Ripon College 1983 — 1987
Bachelor of Arts (BA), History
LifeShift Services March 2011 - Present
Wells Fargo Private Client Services January 1998 - October 2001
Piper Jaffray 1995 - 1998
Thomas and Associates Accounting 1993 - 1994
Morgan Stanley Smith Barney 1988 - 1993
Skills
Downsizing, Customer Service, Budgets, Marketing Strategy, Marketing Communications, Marketing, Research, Wealth Management
Education
Ripon College 1983 — 1987
Bachelor of Arts (BA), History
Patrick Leung's Piper Jaffray Experience March 2012 - May 2012
Job Director Strategy | Toys and Sporting Goods at Sears Holdings Corporation
Industry Retail
Experience
Sears Holdings Corporation August 2015 - Present
Sears Holdings Corporation August 2014 - Present
CVS Caremark Corporation June 2013 - August 2013
STYLE-LAB EXPERIMENT INC. August 2012 - June 2013
Cowen and Company June 2012 - August 2012
Piper Jaffray March 2012 - May 2012
State Street April 2010 - June 2011
State Street May 2008 - April 2010
UBS Wealth Management June 2007 - August 2007
Traffic Planning & Design, Inc. January 2006 - August 2006
Skills
Valuation, Financial Modeling, Portfolio Management, Derivatives, Equities, Finance, Analysis, Data Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Entrepreneurship & Strategy, GMAT: 710 (92 percentile)
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (B.S.), Dual Major in Civil Engineering and Economics, GPA: 3.8/4.0, Magna Cum Laude, Tau Beta Pi
Sears Holdings Corporation August 2015 - Present
Sears Holdings Corporation August 2014 - Present
CVS Caremark Corporation June 2013 - August 2013
STYLE-LAB EXPERIMENT INC. August 2012 - June 2013
Cowen and Company June 2012 - August 2012
Piper Jaffray March 2012 - May 2012
State Street April 2010 - June 2011
State Street May 2008 - April 2010
UBS Wealth Management June 2007 - August 2007
Traffic Planning & Design, Inc. January 2006 - August 2006
Skills
Valuation, Financial Modeling, Portfolio Management, Derivatives, Equities, Finance, Analysis, Data Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Entrepreneurship & Strategy, GMAT: 710 (92 percentile)
Rensselaer Polytechnic Institute 2003 — 2007
Bachelor of Science (B.S.), Dual Major in Civil Engineering and Economics, GPA: 3.8/4.0, Magna Cum Laude, Tau Beta Pi
Robert J Reilly Robert J Reilly's Piper Jaffray Experience March 2005 - August 2006
Job Chief Investment Officer, Client Advisor at Sandy Cove Advisors, LLC
Industry Financial Services
Experience
Sandy Cove Advisors, LLC December 2014 - Present
J.P. Morgan July 2013 - December 2014
UBS Investment Bank March 2009 - December 2012
Lehman Brothers September 2006 - March 2009
Piper Jaffray March 2005 - August 2006
Prudential Financial August 1998 - March 2005
Education
Babson (Olin), Providence College
MBA, Finance
Providence College
BS, Finance
Sandy Cove Advisors, LLC December 2014 - Present
J.P. Morgan July 2013 - December 2014
UBS Investment Bank March 2009 - December 2012
Lehman Brothers September 2006 - March 2009
Piper Jaffray March 2005 - August 2006
Prudential Financial August 1998 - March 2005
Education
Babson (Olin), Providence College
MBA, Finance
Providence College
BS, Finance
MJ McMullen's Piper Jaffray Experience December 2006 - July 2012
Job Business Development
Industry Hospital & Health Care
Experience
Center for Diagnostic Imaging January 2013 - Present
Piper Jaffray December 2006 - July 2012
Piper Jaffray January 2006 - December 2006
Piper Jaffray January 2005 - December 2005
Piper Jaffray January 2004 - January 2005
Piper Jaffray January 2002 - January 2004
Piper Jaffray June 1999 - January 2002
Skills
Management, Analysis, Series 7, Finance, SaaS, Building Relationships, Financial Analysis, Forecasting, Business Analysis, Analytics, Leadership, Customer Service, Business Development, Strategic Planning, Investments, Fixed Income Analysis, Presentation Development, Training, Process Improvement, Pro Forma Development, Financial Modeling, Microsoft Excel
Education
St. John's University 1995 — 1999
Business Management
Center for Diagnostic Imaging January 2013 - Present
Piper Jaffray December 2006 - July 2012
Piper Jaffray January 2006 - December 2006
Piper Jaffray January 2005 - December 2005
Piper Jaffray January 2004 - January 2005
Piper Jaffray January 2002 - January 2004
Piper Jaffray June 1999 - January 2002
Skills
Management, Analysis, Series 7, Finance, SaaS, Building Relationships, Financial Analysis, Forecasting, Business Analysis, Analytics, Leadership, Customer Service, Business Development, Strategic Planning, Investments, Fixed Income Analysis, Presentation Development, Training, Process Improvement, Pro Forma Development, Financial Modeling, Microsoft Excel
Education
St. John's University 1995 — 1999
Business Management
Eileen Chanen's Piper Jaffray Experience May 1996 - January 1998
Job Managing Editor at Whitebox Advisors LLC
Industry Public Relations and Communications
Experience
Whitebox Advisors LLC November 2013 - Present
Thrivent Financial October 2010 - November 2013
Thrivent Financial July 2008 - October 2010
Thrivent Financial February 2004 - July 2008
U.S. Bank January 2000 - December 2002
U.S. Bancorp Piper Jaffray January 1998 - January 2000
Piper Jaffray May 1996 - January 1998
Education
Oklahoma State University
Bachelor of Science (B.S.), Journalism
Whitebox Advisors LLC November 2013 - Present
Thrivent Financial October 2010 - November 2013
Thrivent Financial July 2008 - October 2010
Thrivent Financial February 2004 - July 2008
U.S. Bank January 2000 - December 2002
U.S. Bancorp Piper Jaffray January 1998 - January 2000
Piper Jaffray May 1996 - January 1998
Education
Oklahoma State University
Bachelor of Science (B.S.), Journalism
Karen Yashar Karen Yashar's Piper Jaffray Experience 2004 - 2005
Job Director of Community Impact at the Minneapolis Jewish Federation
Industry Philanthropy
Experience
Minneapolis Jewish Federation November 2012 - Present
Mount Sinai Community Foundation 2007 - Present
First Twin Cities Jewish Eco Summit September 2010 - February 2011
Adath Jeshurun Congregation 2007 - 2011
Talmud Torah of Mineapolis 2007 - 2008
Piper Jaffray 2004 - 2005
Piper Jaffray 2003 - 2004
American Express Financial Advisors 1997 - 2002
Winthrop & Weinstine 1994 - 1996
Vargas & Associates 1993 - 1994
Skills
Analytical Skills, Persuasive Communication, Problem Solving, Employee Management, Group Presentations, Project Management, Leadership, Listening Skills, Negotiation, Mediation, Document Drafting, Meeting Management, Due Diligence, Legal Research, Securities Law, Corporate Law, Fundraising, Volunteer Management, Volunteer Recruiting, Volunteer Training, Communication, Editing, Employee Training, Drafting Business..., Legal Advocacy, Government Relations, Writing, Compliance, Change Management, Cross-Organization..., Close Attention to...
Education
Northwestern University 1989 — 1992
J.D., Law
Yale University 1983 — 1987
B.A., History
Minneapolis Jewish Federation November 2012 - Present
Mount Sinai Community Foundation 2007 - Present
First Twin Cities Jewish Eco Summit September 2010 - February 2011
Adath Jeshurun Congregation 2007 - 2011
Talmud Torah of Mineapolis 2007 - 2008
Piper Jaffray 2004 - 2005
Piper Jaffray 2003 - 2004
American Express Financial Advisors 1997 - 2002
Winthrop & Weinstine 1994 - 1996
Vargas & Associates 1993 - 1994
Skills
Analytical Skills, Persuasive Communication, Problem Solving, Employee Management, Group Presentations, Project Management, Leadership, Listening Skills, Negotiation, Mediation, Document Drafting, Meeting Management, Due Diligence, Legal Research, Securities Law, Corporate Law, Fundraising, Volunteer Management, Volunteer Recruiting, Volunteer Training, Communication, Editing, Employee Training, Drafting Business..., Legal Advocacy, Government Relations, Writing, Compliance, Change Management, Cross-Organization..., Close Attention to...
Education
Northwestern University 1989 — 1992
J.D., Law
Yale University 1983 — 1987
B.A., History
Adam Aspes's Piper Jaffray Experience March 2015 - Present
Job Institutional Equity Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2015 - Present
Sterne Agee February 2006 - February 2015
Moors & Cabot 2002 - 2006
Keefe Managers 2000 - 2002
Education
University of Florida 1993 — 1997
Bachelor of Science (BS), Finance, General
Richmond, The American International University in London 1996 — 1996
Piper Jaffray March 2015 - Present
Sterne Agee February 2006 - February 2015
Moors & Cabot 2002 - 2006
Keefe Managers 2000 - 2002
Education
University of Florida 1993 — 1997
Bachelor of Science (BS), Finance, General
Richmond, The American International University in London 1996 — 1996
Sarah Fish's Piper Jaffray Experience April 2015 - Present
Job Public Finance Investment Banking
Industry Financial Services
Experience
Piper Jaffray April 2015 - Present
Hilliard Lyons March 2010 - April 2015
City Securities Corporation 2005 - 2009
Skills
Bonds, Finance, Financial Analysis, Series 7
Education
Purdue University 1999 — 2004
Bachelor of Science, Financial Planning and Counseling
Bedford North Lawrence High School
High School Diploma
Piper Jaffray April 2015 - Present
Hilliard Lyons March 2010 - April 2015
City Securities Corporation 2005 - 2009
Skills
Bonds, Finance, Financial Analysis, Series 7
Education
Purdue University 1999 — 2004
Bachelor of Science, Financial Planning and Counseling
Bedford North Lawrence High School
High School Diploma
Hemal Vyas Hemal Vyas's Piper Jaffray Experience June 2004 - September 2004
Job Vice President, Strategy & Development at Glanbia
Industry Food & Beverages
Experience
Bain & Company September 2013 - September 2014
Diebold June 2011 - March 2013
Marakon August 2005 - June 2011
Piper Jaffray June 2004 - September 2004
Compass Lexecon June 2000 - August 2003
KPMG 1999 - 2000
Skills
Corporate Development, Management Consulting, Strategy, Acquisition Integration, Financial Modeling, Valuation, Organizational Design, Strategic Consulting, Due Diligence, Mergers, Business Strategy, M&A experience, Corporate Finance, Competitive Analysis, Analytics, Financial Analysis, Segmentation, Restructuring, Market Analysis, Go-to-market Strategy, Mergers & Acquisitions, Business Planning, Business Development, Strategic Planning, Business Process..., Management, Executive Management, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Strategic Management, Finance, International Business
Northwestern University 1995 — 1999
Bachelor of Arts (B.A.), Economics, Political Science, Business Institutions
Bain & Company September 2013 - September 2014
Diebold June 2011 - March 2013
Marakon August 2005 - June 2011
Piper Jaffray June 2004 - September 2004
Compass Lexecon June 2000 - August 2003
KPMG 1999 - 2000
Skills
Corporate Development, Management Consulting, Strategy, Acquisition Integration, Financial Modeling, Valuation, Organizational Design, Strategic Consulting, Due Diligence, Mergers, Business Strategy, M&A experience, Corporate Finance, Competitive Analysis, Analytics, Financial Analysis, Segmentation, Restructuring, Market Analysis, Go-to-market Strategy, Mergers & Acquisitions, Business Planning, Business Development, Strategic Planning, Business Process..., Management, Executive Management, Private Equity, Portfolio Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Strategic Management, Finance, International Business
Northwestern University 1995 — 1999
Bachelor of Arts (B.A.), Economics, Political Science, Business Institutions
James Grabicki James Grabicki's Piper Jaffray Experience 1992 - 1994
Job Independent Banking Professional
Industry Banking
Experience
James Grabicki & Associates, LLC 1994 - Present
MarinerBank 2002 - 2006
Piper Jaffray 1992 - 1994
Summit Bank 1989 - 1992
Mt Baker Bank 1984 - 1989
Jefferson National Bank 1977 - 1982
PeoplesBank 1968 - 1977
Skills
Strategic Planning, Banking Expert Witness, Executive Search, Community Banking..., Community Banking, Mergers & Acquisitions, Banking, Corporate Finance, Portfolio Management, Due Diligence, Commercial Lending, Loans, Credit Analysis, Management, Commercial Banking, Risk Management, Investments, Financial Analysis, Credit Risk, Mortgage Lending, Small Business Lending, Commercial Mortgages, Underwriting
Education
Pacific Coast Banking School 1976 — 1978
Seattle University 1964 — 1968
Bachelor of Commercial Science, Business/Economics
James Grabicki & Associates, LLC 1994 - Present
MarinerBank 2002 - 2006
Piper Jaffray 1992 - 1994
Summit Bank 1989 - 1992
Mt Baker Bank 1984 - 1989
Jefferson National Bank 1977 - 1982
PeoplesBank 1968 - 1977
Skills
Strategic Planning, Banking Expert Witness, Executive Search, Community Banking..., Community Banking, Mergers & Acquisitions, Banking, Corporate Finance, Portfolio Management, Due Diligence, Commercial Lending, Loans, Credit Analysis, Management, Commercial Banking, Risk Management, Investments, Financial Analysis, Credit Risk, Mortgage Lending, Small Business Lending, Commercial Mortgages, Underwriting
Education
Pacific Coast Banking School 1976 — 1978
Seattle University 1964 — 1968
Bachelor of Commercial Science, Business/Economics
Laura Moret Laura Moret's Piper Jaffray Experience September 2005 - Present
Job Chief Counsel Asset Management, Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2005 - Present
RBC Wealth Management 2002 - 2005
American Express Financial Advisors 1989 - 2002
Dechert LLP 1987 - 1989
Skills
Financial Services, Investment Management, Mutual Funds, Management, Securities, Private Equity, Hedge Funds, Alternative Investments
Education
Northwestern University School of Law
Doctor of Law (J.D.)
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A. summa cum laude), History
Piper Jaffray September 2005 - Present
RBC Wealth Management 2002 - 2005
American Express Financial Advisors 1989 - 2002
Dechert LLP 1987 - 1989
Skills
Financial Services, Investment Management, Mutual Funds, Management, Securities, Private Equity, Hedge Funds, Alternative Investments
Education
Northwestern University School of Law
Doctor of Law (J.D.)
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A. summa cum laude), History
Shawn Johnsen Shawn Johnsen's Piper Jaffray Experience May 1999 - Present
Job Principal Corporate Bond Trading at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray May 1999 - Present
Education
Saint John's University 1995 — 1999
Piper Jaffray May 1999 - Present
Education
Saint John's University 1995 — 1999
Charles Fishman, CFA Charles Fishman, CFA's Piper Jaffray Experience December 2007 - September 2008
Job Equity Analyst at Morningstar, Inc.
Industry Investment Management
Experience
Morningstar, Inc. February 2012 - Present
Webster University January 2012 - Present
Pritchard Capital Partners January 2010 - March 2011
Piper Jaffray December 2007 - September 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Trigen Energy Corporation 1996 - 1997
Trigen Energy Corp. (acquired Catalyst Thermal Energy in 1993) 1993 - 1995
Catalyst Thermal Energy Corp and United Thermal Corp. 1988 - 1993
Catalyst Thermal Energy Corp. 1985 - 1988
Education
University of Chicago
MBA, Finance and Accounting
University of California, Berkeley
MS, Geotechnical Engineering
Purdue University
BSCE, Civil Engineering
Morningstar, Inc. February 2012 - Present
Webster University January 2012 - Present
Pritchard Capital Partners January 2010 - March 2011
Piper Jaffray December 2007 - September 2008
A.G. Edwards & Sons, Inc. 1998 - 2007
Trigen Energy Corporation 1996 - 1997
Trigen Energy Corp. (acquired Catalyst Thermal Energy in 1993) 1993 - 1995
Catalyst Thermal Energy Corp and United Thermal Corp. 1988 - 1993
Catalyst Thermal Energy Corp. 1985 - 1988
Education
University of Chicago
MBA, Finance and Accounting
University of California, Berkeley
MS, Geotechnical Engineering
Purdue University
BSCE, Civil Engineering
Jake Bender Jake Bender's Piper Jaffray Experience July 2008 - February 2010
Job Vice President at Stephens Inc.
Industry Investment Banking
Experience
Stephens Inc. June 2010 - Present
DnB NOR Markets February 2010 - June 2010
Piper Jaffray July 2008 - February 2010
Kennedy Capital Management September 2006 - April 2008
Skills
Private Equity, Mergers, LBO, IPO, Divestitures, Energy, Valuation, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Financial Analysis, Finance
Education
Saint Louis University 2004 — 2008
BSBA, Finance & Accounting
Stephens Inc. June 2010 - Present
DnB NOR Markets February 2010 - June 2010
Piper Jaffray July 2008 - February 2010
Kennedy Capital Management September 2006 - April 2008
Skills
Private Equity, Mergers, LBO, IPO, Divestitures, Energy, Valuation, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Financial Modeling, Renewable Energy, Financial Analysis, Finance
Education
Saint Louis University 2004 — 2008
BSBA, Finance & Accounting
David D. Rowland, CFA David D. Rowland, CFA's Piper Jaffray Experience 1992 - 1996
Job Executive Vice President at The Travelers Companies, Inc.
Industry Insurance
Experience
The Travelers Companies, Inc. 1996 - Present
Piper Jaffray 1992 - 1996
RBC Capital Markets 1987 - 1992
Skills
Financial Analysis, Insurance, Risk Management, Investments, Management, Strategic Planning, Fixed Income, Process Improvement, Leadership, Microsoft Excel, Asset Management, Bonds, Business Analysis, Capital Markets, Mutual Funds, Portfolio Management, Property, Reinsurance, Securities, Underwriting
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Management, Finance, Accounting and Management Strategy
University of Notre Dame 1983 — 1987
Bachelor of Arts (B.A.), Economics, Philosophy and Political Science
The Travelers Companies, Inc. 1996 - Present
Piper Jaffray 1992 - 1996
RBC Capital Markets 1987 - 1992
Skills
Financial Analysis, Insurance, Risk Management, Investments, Management, Strategic Planning, Fixed Income, Process Improvement, Leadership, Microsoft Excel, Asset Management, Bonds, Business Analysis, Capital Markets, Mutual Funds, Portfolio Management, Property, Reinsurance, Securities, Underwriting
Education
Northwestern University - Kellogg School of Management 1990 — 1992
Master of Management, Finance, Accounting and Management Strategy
University of Notre Dame 1983 — 1987
Bachelor of Arts (B.A.), Economics, Philosophy and Political Science
Matthew LeFebvre's Piper Jaffray Experience June 2008 - September 2008
Job Entrepreneurially minded financial professional & small business owner
Industry Financial Services
Experience
Blades of Glory October 2008 - Present
Citizen Schools September 2012 - May 2014
Piper Jaffray June 2008 - September 2008
Keefe Bruyette & Woods (KBW) June 2007 - August 2007
Rumson-Fair Haven Bank & Trust March 2004 - June 2006
Commerce Bank September 2002 - March 2004
Skills
Project Finance, Financial Analysis, Business Development, Financial Modeling, Corporate Finance, Finance, Banking, Investment Banking, Start-ups, Mergers, Financial Services, Valuation, Commercial Lending, Credit Analysis, Due Diligence, Strategic Planning, Market Research, Statistical Analysis, Mergers & Acquisitions, Business Valuation, Credit & Debt Analysis, Market Trend Analysis, Communications, Commercial Lending &..., Relationship Management, Credit
Education
Darden Graduate School of Business Administration 2006 — 2007
MBA, Finance
Commerce Bank Commercial Credit Training School 2002 — 2002
Certificate of Completion, Commercial Loan Underwriting & Credit Analysis
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
BA, Communications/Journalism Major, English Minor
Storm King School, Cornwall-on-Hudson, NY 1992 — 1994
High School Diploma
Blades of Glory October 2008 - Present
Citizen Schools September 2012 - May 2014
Piper Jaffray June 2008 - September 2008
Keefe Bruyette & Woods (KBW) June 2007 - August 2007
Rumson-Fair Haven Bank & Trust March 2004 - June 2006
Commerce Bank September 2002 - March 2004
Skills
Project Finance, Financial Analysis, Business Development, Financial Modeling, Corporate Finance, Finance, Banking, Investment Banking, Start-ups, Mergers, Financial Services, Valuation, Commercial Lending, Credit Analysis, Due Diligence, Strategic Planning, Market Research, Statistical Analysis, Mergers & Acquisitions, Business Valuation, Credit & Debt Analysis, Market Trend Analysis, Communications, Commercial Lending &..., Relationship Management, Credit
Education
Darden Graduate School of Business Administration 2006 — 2007
MBA, Finance
Commerce Bank Commercial Credit Training School 2002 — 2002
Certificate of Completion, Commercial Loan Underwriting & Credit Analysis
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
BA, Communications/Journalism Major, English Minor
Storm King School, Cornwall-on-Hudson, NY 1992 — 1994
High School Diploma
Keith O'Donnell, MBA Keith O'Donnell, MBA's Piper Jaffray Experience 2002 - 2003
Job Director, Financial Planning & Analysis at CDW
Industry Information Technology and Services
Experience
CDW 2009 - Present
William Blair & Company 2003 - 2009
Piper Jaffray 2002 - 2003
Northern Trust Corporation 1997 - 2002
American National Bank & Trust Company 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Company Valuation, Due Diligence, Valuation Modeling, Negotiation, Corporate Development, Corporate Finance, Financial Analysis, Financial Modeling, Financial Plannning, Budgeting, Capital Budgeting, Strategy, Strategic Financial..., Process Improvement, Commercial Lending, Asset Based Lending, Project Management
Education
Northwestern University - Kellogg School of Management 1998 — 2002
Master of Business Administration (MBA), Finance, Management & Strategy and Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Arts (B.A.), Finance and Economics
CDW 2009 - Present
William Blair & Company 2003 - 2009
Piper Jaffray 2002 - 2003
Northern Trust Corporation 1997 - 2002
American National Bank & Trust Company 1994 - 1997
Skills
Investment Banking, Mergers & Acquisitions, Company Valuation, Due Diligence, Valuation Modeling, Negotiation, Corporate Development, Corporate Finance, Financial Analysis, Financial Modeling, Financial Plannning, Budgeting, Capital Budgeting, Strategy, Strategic Financial..., Process Improvement, Commercial Lending, Asset Based Lending, Project Management
Education
Northwestern University - Kellogg School of Management 1998 — 2002
Master of Business Administration (MBA), Finance, Management & Strategy and Marketing
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Arts (B.A.), Finance and Economics
Tuo Yang Tuo Yang's Piper Jaffray Experience June 2012 - August 2012
Job Student at St. John's University
Industry Investment Banking
Experience
Piper Jaffray June 2012 - August 2012
Piper Jaffray June 2011 - August 2011
Education
St. John's University 2008 — 2012
Bachelor of Arts, Economics
Piper Jaffray June 2012 - August 2012
Piper Jaffray June 2011 - August 2011
Education
St. John's University 2008 — 2012
Bachelor of Arts, Economics
Stephanie Conroy Stephanie Conroy's Piper Jaffray Experience 2003 - 2005
Job Recruiting SupervisorSpecialized Recruiting Group
Industry Staffing and Recruiting
Experience
Specialized Recruiting Group of Express Employment Professionals September 2011 - Present
Specialized Recruiting Group of Express Employment Professionals June 2009 - Present
Ajilon January 2007 - June 2009
Piper Jaffray 2003 - 2005
Skills
Recruiting, Temporary Placement, Permanent Placement, Talent Acquisition, Sourcing, Talent Management, Employee Relations, Cold Calling, Executive Search, Contract Recruitment, Human Resources, Interviews, Screening Resumes, Hiring, Resume Writing, Staffing Services, Temporary Staffing, Career Development, Benefits Negotiation, Account Management, Workforce Planning, Screening, Candidate Generation, Employee Engagement, Internet Recruiting, Employee Benefits, Behavioral Interviewing, Staff Augmentation, Career Counseling, Training, Payroll, Interview Preparation, Search, Employee Training, Job Descriptions, Succession Planning, New Hire Orientations, HRIS, HR Consulting, Taleo, Recruitment Advertising, Benefits Administration, Personnel Management, Corporate Recruiting, Job Coaching, Employer Branding
Education
Northwestern College 1999 — 2003
Bachelor's degree, Psychology
Monticello High School
Specialized Recruiting Group of Express Employment Professionals September 2011 - Present
Specialized Recruiting Group of Express Employment Professionals June 2009 - Present
Ajilon January 2007 - June 2009
Piper Jaffray 2003 - 2005
Skills
Recruiting, Temporary Placement, Permanent Placement, Talent Acquisition, Sourcing, Talent Management, Employee Relations, Cold Calling, Executive Search, Contract Recruitment, Human Resources, Interviews, Screening Resumes, Hiring, Resume Writing, Staffing Services, Temporary Staffing, Career Development, Benefits Negotiation, Account Management, Workforce Planning, Screening, Candidate Generation, Employee Engagement, Internet Recruiting, Employee Benefits, Behavioral Interviewing, Staff Augmentation, Career Counseling, Training, Payroll, Interview Preparation, Search, Employee Training, Job Descriptions, Succession Planning, New Hire Orientations, HRIS, HR Consulting, Taleo, Recruitment Advertising, Benefits Administration, Personnel Management, Corporate Recruiting, Job Coaching, Employer Branding
Education
Northwestern College 1999 — 2003
Bachelor's degree, Psychology
Monticello High School
Wendy Tan Wendy Tan's Piper Jaffray Experience 2002 - 2003
Job Chinese Language Instructor
Industry Education Management
Experience
The Bush School August 2015 - Present
HTC January 2011 - Present
Microsoft January 2010 - Present
University of Child Development October 2009 - Present
Starbucks January 2008 - Present
Synapse January 2008 - Present
Mandarin Experts January 2005 - Present
Mandarin Experts January 2005 - Present
Griffith Industries, Inc. January 2005 - Present
Piper Jaffray 2002 - 2003
Skills
Languages, Teaching, Curriculum Design, Curriculum Development, Educational Leadership, Mandarin, Translation, Chinese, Training, Public Speaking, Entrepreneurship, Research, Program Management, Management, Intercultural..., Staff Development, Editing, Microsoft Word, Event Planning, Social Networking, Data Analysis, English, Leadership, Social Media, Coaching, Human Resources, Leadership Development, Public Relations, Analysis, Elementary Education
Education
Pacific Lutheran University 2007 — 2008
Education
The Bush School August 2015 - Present
HTC January 2011 - Present
Microsoft January 2010 - Present
University of Child Development October 2009 - Present
Starbucks January 2008 - Present
Synapse January 2008 - Present
Mandarin Experts January 2005 - Present
Mandarin Experts January 2005 - Present
Griffith Industries, Inc. January 2005 - Present
Piper Jaffray 2002 - 2003
Skills
Languages, Teaching, Curriculum Design, Curriculum Development, Educational Leadership, Mandarin, Translation, Chinese, Training, Public Speaking, Entrepreneurship, Research, Program Management, Management, Intercultural..., Staff Development, Editing, Microsoft Word, Event Planning, Social Networking, Data Analysis, English, Leadership, Social Media, Coaching, Human Resources, Leadership Development, Public Relations, Analysis, Elementary Education
Education
Pacific Lutheran University 2007 — 2008
Education
Stuart Harvey Stuart Harvey's Piper Jaffray Experience August 2015 - Present
Job Managing Director Merchant Banking at Piper Jaffray
Industry Human Resources
Experience
Piper Jaffray August 2015 - Present
Ceridian August 2010 - August 2015
Elavon, Inc. April 2003 - August 2010
Piper Jaffray July 1993 - April 2003
Skills
Employee Benefits, Talent Management, Change Management, Outsourcing, Mergers, HRIS, Human Resources, Performance Management, Strategic Planning, Business Development, Vendor Management, New Business Development, Coaching, Sales Management, Team Building, Leadership, Management, Business Strategy, Executive Management, Recruiting, Business Process..., Mergers & Acquisitions, Training, SaaS, Senior Executive...
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, General
The George Washington University Law School 1983 — 1986
JD, Banking, Corporate, Finance, and Securities Law
St. John's University 1979 — 1983
BA, Political Science and Government
Piper Jaffray August 2015 - Present
Ceridian August 2010 - August 2015
Elavon, Inc. April 2003 - August 2010
Piper Jaffray July 1993 - April 2003
Skills
Employee Benefits, Talent Management, Change Management, Outsourcing, Mergers, HRIS, Human Resources, Performance Management, Strategic Planning, Business Development, Vendor Management, New Business Development, Coaching, Sales Management, Team Building, Leadership, Management, Business Strategy, Executive Management, Recruiting, Business Process..., Mergers & Acquisitions, Training, SaaS, Senior Executive...
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA, Finance, General
The George Washington University Law School 1983 — 1986
JD, Banking, Corporate, Finance, and Securities Law
St. John's University 1979 — 1983
BA, Political Science and Government
Bob Filipczak's Piper Jaffray Experience 1998 - 1999
Job Social Media Coordinator at Mn/DOT
Industry Writing and Editing
Experience
Mn/DOT April 2009 - Present
Ameriprise Financial 2007 - February 2009
Capella December 2005 - June 2007
College of Saint Benedict/Saint John's University October 2002 - May 2005
Woodworkers Journal February 2000 - November 2001
Piper Jaffray 1998 - 1999
Training Magazine February 1987 - January 1998
Skills
Writing, Web Content, Journalism, Multimedia, Newsletters, Marketing Communications, Dreamweaver, Editing, Email Marketing, Copywriting, Online Marketing, Public Relations, Social Media Marketing, Social Media, Corporate Communications, Video Editing, PowerPoint, Social Networking, Facebook, Public Speaking, Internal Communications, Media Relations, Content Strategy, Content Development, Proofreading, User Experience, Blogging, Marketing, Strategic Communications, Video, Publications
Education
Saint John's University 1980 — 1984
BA, English
Mn/DOT April 2009 - Present
Ameriprise Financial 2007 - February 2009
Capella December 2005 - June 2007
College of Saint Benedict/Saint John's University October 2002 - May 2005
Woodworkers Journal February 2000 - November 2001
Piper Jaffray 1998 - 1999
Training Magazine February 1987 - January 1998
Skills
Writing, Web Content, Journalism, Multimedia, Newsletters, Marketing Communications, Dreamweaver, Editing, Email Marketing, Copywriting, Online Marketing, Public Relations, Social Media Marketing, Social Media, Corporate Communications, Video Editing, PowerPoint, Social Networking, Facebook, Public Speaking, Internal Communications, Media Relations, Content Strategy, Content Development, Proofreading, User Experience, Blogging, Marketing, Strategic Communications, Video, Publications
Education
Saint John's University 1980 — 1984
BA, English
Joseph Fergen Joseph Fergen's Piper Jaffray Experience 1989 - 2001
Job Inventor
Industry Consumer Services
Experience
Inventor 2013 - Present
Fix-It Express April 2002 - 2013
Piper Jaffray 1989 - 2001
Merrill Lynch Institutional 1980 - 1989
Skills
Problem Solving, Customer Relations, Investments, Equities, Negotiation, Financial Analysis, Budgets, New Business Development, Coaching, Public Speaking, Sales Management, Project Management, Account Management, Customer Service, Business Development, Leadership, Marketing, Sales, Small Business, Start-ups, Strategy
Education
The University of South Dakota 1970 — 1971
MBA
South Dakota State University 1965 — 1970
BS, Civil Engineering
Inventor 2013 - Present
Fix-It Express April 2002 - 2013
Piper Jaffray 1989 - 2001
Merrill Lynch Institutional 1980 - 1989
Skills
Problem Solving, Customer Relations, Investments, Equities, Negotiation, Financial Analysis, Budgets, New Business Development, Coaching, Public Speaking, Sales Management, Project Management, Account Management, Customer Service, Business Development, Leadership, Marketing, Sales, Small Business, Start-ups, Strategy
Education
The University of South Dakota 1970 — 1971
MBA
South Dakota State University 1965 — 1970
BS, Civil Engineering
Andrew Holden's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
Inverness Advisors June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Stata, Economics, Daylite, Business Analytics, Financial Statement..., Financial Markets, Photoshop, Financial Modeling, Mergers, Research
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.) with Honors, Economics
Sciences Po Paris 2012 — 2012
European Union Studies Program
Piper Jaffray July 2014 - Present
Inverness Advisors June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Stata, Economics, Daylite, Business Analytics, Financial Statement..., Financial Markets, Photoshop, Financial Modeling, Mergers, Research
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.) with Honors, Economics
Sciences Po Paris 2012 — 2012
European Union Studies Program
Rich McGaughey Rich McGaughey's Piper Jaffray Experience April 1996 - October 2003
Job Vice PresidentInvestments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc 2005 - Present
Piper Jaffray April 1996 - October 2003
Smith Barney November 1975 - April 1996
Skills
Series 63, Asset Allocation, Investment Advisory, Risk Management, Financial Services, Mutual Funds, Series 65, Long-term Care, Banking, Uniform Combined State..., Strategic Planning, Credit, Securities, Wealth Management..., Mortgage Lending, Finance, 401k Rollovers, Public Speaking, Disability Insurance, Leadership
Education
Park University 1969 — 1973
Bachelor of Arts (BA), Sociology
Nutley Senior High School 1965 — 1969
College Prep
UBS Financial Services Inc 2005 - Present
Piper Jaffray April 1996 - October 2003
Smith Barney November 1975 - April 1996
Skills
Series 63, Asset Allocation, Investment Advisory, Risk Management, Financial Services, Mutual Funds, Series 65, Long-term Care, Banking, Uniform Combined State..., Strategic Planning, Credit, Securities, Wealth Management..., Mortgage Lending, Finance, 401k Rollovers, Public Speaking, Disability Insurance, Leadership
Education
Park University 1969 — 1973
Bachelor of Arts (BA), Sociology
Nutley Senior High School 1965 — 1969
College Prep
Molly Martinez Molly Martinez's Piper Jaffray Experience January 1994 - August 2006
Job Vice PresidentFinancial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2014 - Present
McAdams Wright Ragen April 2009 - Present
UBS Financial August 2006 - April 2009
Piper Jaffray January 1994 - August 2006
Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning
Education
Santa Clara University 1984 — 1988
Finance
Gonzaga-in-Florence 1986 — 1987
Junior year study abroad
Robert W. Baird November 2014 - Present
McAdams Wright Ragen April 2009 - Present
UBS Financial August 2006 - April 2009
Piper Jaffray January 1994 - August 2006
Skills
Portfolio Management, Investments, Series 7, Asset Management, Strategic Planning, Strategy, Management, Wealth Management, Sales, Financial Planning
Education
Santa Clara University 1984 — 1988
Finance
Gonzaga-in-Florence 1986 — 1987
Junior year study abroad
David Briedis's Piper Jaffray Experience July 2007 - May 2008
Job Senior Associate at Pine Tree Equity
Industry Venture Capital & Private Equity
Experience
Pine Tree Equity Partners June 2013 - Present
Kellogg School of Management August 2011 - June 2013
Norwest Equity Partners 2012 - 2012
Trivest Partners June 2008 - May 2011
Piper Jaffray July 2007 - May 2008
Skills
Mergers, Private Equity, Turnarounds, Leveraged Finance, Buyouts, Financial Modeling, Turn Around Management, Mergers & Acquisitions, Due Diligence, Investments, Finance, Portfolio Management, Restructuring, LBO, Equities, Strategy, Valuation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Accounting, Management & Strategy
University of Iowa 2003 — 2007
B.B.A. Finance, Finance, General
Pine Tree Equity Partners June 2013 - Present
Kellogg School of Management August 2011 - June 2013
Norwest Equity Partners 2012 - 2012
Trivest Partners June 2008 - May 2011
Piper Jaffray July 2007 - May 2008
Skills
Mergers, Private Equity, Turnarounds, Leveraged Finance, Buyouts, Financial Modeling, Turn Around Management, Mergers & Acquisitions, Due Diligence, Investments, Finance, Portfolio Management, Restructuring, LBO, Equities, Strategy, Valuation
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Accounting, Management & Strategy
University of Iowa 2003 — 2007
B.B.A. Finance, Finance, General
Bart Wenstrom Bart Wenstrom's Piper Jaffray Experience October 2003 - July 2005
Job Investment Operations at Company Confidential
Industry Marketing and Advertising
Experience
Company Confidential April 2014 - Present
Microsoft November 2012 - Present
Microsoft Corporation October 2010 - October 2012
Microsoft April 2008 - September 2010
Microsoft March 2006 - March 2008
Piper Jaffray October 2003 - July 2005
Hewitt Associates June 2001 - June 2003
Wenstrom Farms June 1993 - August 1999
Skills
Finance, Process Improvement, Cross-functional Team..., Financial Modeling, Analytics, Program Management, Analysis, Credit, Financial Analysis, Risk Management, Business Analysis
Education
University of Washington, Michael G. Foster School of Business 2011 — 2014
MBA
Northwestern University 1996 — 2001
Bachelor of Science, Industrial Engineering
Company Confidential April 2014 - Present
Microsoft November 2012 - Present
Microsoft Corporation October 2010 - October 2012
Microsoft April 2008 - September 2010
Microsoft March 2006 - March 2008
Piper Jaffray October 2003 - July 2005
Hewitt Associates June 2001 - June 2003
Wenstrom Farms June 1993 - August 1999
Skills
Finance, Process Improvement, Cross-functional Team..., Financial Modeling, Analytics, Program Management, Analysis, Credit, Financial Analysis, Risk Management, Business Analysis
Education
University of Washington, Michael G. Foster School of Business 2011 — 2014
MBA
Northwestern University 1996 — 2001
Bachelor of Science, Industrial Engineering
Peter Ginsberg, CFA's Piper Jaffray Experience 1997 - 2003
Job Senior Director, BD at United Therapeutics
Industry Biotechnology
Experience
United Therapeutics 2015 - Present
North Carolina Biotechnology Center 2010 - 2015
PGC 2008 - 2010
SurModics 2006 - 2008
Deephaven Capital 2003 - 2006
Piper Jaffray 1997 - 2003
Skills
Biotechnology, Equity and Debt..., Licensing, Due Diligence, Financial Analysis, Valuation, Business Development, Strategic Planning, Equities, Mergers, Lifesciences, Pharmaceutical Industry, Private Equity, Loans, Strategic Partnerships, Venture Capital, Mergers & Acquisitions, Finance, Medical Devices, Investments, Leadership, Portfolio Management
Education
Princeton University
AB, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
United Therapeutics 2015 - Present
North Carolina Biotechnology Center 2010 - 2015
PGC 2008 - 2010
SurModics 2006 - 2008
Deephaven Capital 2003 - 2006
Piper Jaffray 1997 - 2003
Skills
Biotechnology, Equity and Debt..., Licensing, Due Diligence, Financial Analysis, Valuation, Business Development, Strategic Planning, Equities, Mergers, Lifesciences, Pharmaceutical Industry, Private Equity, Loans, Strategic Partnerships, Venture Capital, Mergers & Acquisitions, Finance, Medical Devices, Investments, Leadership, Portfolio Management
Education
Princeton University
AB, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Master of Business Administration (M.B.A.)
James L. Brockman James L. Brockman's Piper Jaffray Experience July 2005 - October 2006
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Ameriprise Financial May 2009 - Present
UBS October 2006 - April 2009
Piper Jaffray July 2005 - October 2006
Morgan Stanley Smith Barney July 1986 - July 2005
Education
San Jose State University 1963 — 1968
BA, Music, History
Buchser High School - Santa Clara, CA 1959 — 1963
Diploma, College Prepatory
Anya Schiess's Piper Jaffray Experience 1998 - 2000
Job General Partner, Cofounder
Industry Venture Capital & Private Equity
Experience
Healthy Ventures March 2015 - Present
Cardinal Health January 2014 - February 2015
Thomas, McNerney & Partners September 2008 - October 2013
Medtronic, Inc. 2004 - 2008
Clinton Foundation 2003 - 2004
McKinsey & Company 2001 - 2003
Piper Jaffray 1998 - 2000
Izex Technologies Inc 1995 - 1997
Education
Princeton University
AB
University of Pennsylvania - The Wharton School
MBA
Healthy Ventures March 2015 - Present
Cardinal Health January 2014 - February 2015
Thomas, McNerney & Partners September 2008 - October 2013
Medtronic, Inc. 2004 - 2008
Clinton Foundation 2003 - 2004
McKinsey & Company 2001 - 2003
Piper Jaffray 1998 - 2000
Izex Technologies Inc 1995 - 1997
Education
Princeton University
AB
University of Pennsylvania - The Wharton School
MBA
Jon Bevins CTS Jon Bevins CTS's Piper Jaffray Experience 1999 - 2002
Job Installation Technician II at AVI Systems
Industry Electrical/Electronic Manufacturing
Experience
AVI Systems November 2014 - Present
Vaddio LLC December 2007 - April 2011
M:space August 2004 - December 2007
Piper Jaffray 1999 - 2002
Skills
Audio, Video, Video Conferencing, Customer Service, Troubleshooting, Cabling, Electronics, Tandberg, Sound, Streaming Media, Networking, Audio Visual Integration
Education
Saint Mary's University of Minnesota 1997 — 1998
none, networking/electronics
AVI Systems November 2014 - Present
Vaddio LLC December 2007 - April 2011
M:space August 2004 - December 2007
Piper Jaffray 1999 - 2002
Skills
Audio, Video, Video Conferencing, Customer Service, Troubleshooting, Cabling, Electronics, Tandberg, Sound, Streaming Media, Networking, Audio Visual Integration
Education
Saint Mary's University of Minnesota 1997 — 1998
none, networking/electronics
Gabrielle Au's Piper Jaffray Experience July 2015 - Present
Job Conference Services Assistant/Office Manager
Industry Banking
Experience
Piper Jaffray July 2015 - Present
CBRE March 2013 - July 2015
Notre Dame de Namur University September 2006 - March 2013
Sophie's Stress Free Soirees December 2009 - December 2012
Samba do Coracao March 2011 - May 2011
SHN SF December 2010 - January 2011
Technology Services Industry Association (TSIA) May 2010 - May 2010
Jest Jewels June 2004 - December 2008
Skills
Coordinating Events, Event Planning, Executing Events, Web-based Research, Public Speaking, Customer Service, Retail, Hospitality, Microsoft Word, Non-profits, Telephone Reception, Receptionist Duties, Outlook, Social Networking, Sales, Social Media, Dance, Musical Theatre, Meeting Planning, Theatre, Contract Negotiation, Windows 8, Microsoft Office 2013, Microsoft Office
Education
San Francisco State University College of Extended Learning 2009 — 2011
Certificate, Meeting & Event Planning Program
Notre Dame de Namur University 2006 — 2008
BA, Theatre Arts, Dance
Piper Jaffray July 2015 - Present
CBRE March 2013 - July 2015
Notre Dame de Namur University September 2006 - March 2013
Sophie's Stress Free Soirees December 2009 - December 2012
Samba do Coracao March 2011 - May 2011
SHN SF December 2010 - January 2011
Technology Services Industry Association (TSIA) May 2010 - May 2010
Jest Jewels June 2004 - December 2008
Skills
Coordinating Events, Event Planning, Executing Events, Web-based Research, Public Speaking, Customer Service, Retail, Hospitality, Microsoft Word, Non-profits, Telephone Reception, Receptionist Duties, Outlook, Social Networking, Sales, Social Media, Dance, Musical Theatre, Meeting Planning, Theatre, Contract Negotiation, Windows 8, Microsoft Office 2013, Microsoft Office
Education
San Francisco State University College of Extended Learning 2009 — 2011
Certificate, Meeting & Event Planning Program
Notre Dame de Namur University 2006 — 2008
BA, Theatre Arts, Dance
Adam Stowe's Piper Jaffray Experience June 2013 - August 2013
Job Analyst at Regan Capital, LLC
Industry Financial Services
Experience
Regan Capital, LLC September 2013 - Present
Piper Jaffray June 2013 - August 2013
Gleacher Partners December 2012 - February 2013
Fusion Analytics Investment Partners May 2012 - August 2012
Zaarly, Inc December 2011 - August 2012
Network 20/20, Inc. December 2011 - January 2012
Skills
Microsoft Excel, Facebook, Microsoft Office, Social Media, Public Speaking, Research, Spanish, Valuation, Event Planning, Social Media Marketing, Investments, Market Research, Portfolio Management, Social Networking, Strategic Financial..., Economics, Customer Service
Education
Southern Methodist University 2010 — 2014
Episcopal High School 2007 — 2010
Regan Capital, LLC September 2013 - Present
Piper Jaffray June 2013 - August 2013
Gleacher Partners December 2012 - February 2013
Fusion Analytics Investment Partners May 2012 - August 2012
Zaarly, Inc December 2011 - August 2012
Network 20/20, Inc. December 2011 - January 2012
Skills
Microsoft Excel, Facebook, Microsoft Office, Social Media, Public Speaking, Research, Spanish, Valuation, Event Planning, Social Media Marketing, Investments, Market Research, Portfolio Management, Social Networking, Strategic Financial..., Economics, Customer Service
Education
Southern Methodist University 2010 — 2014
Episcopal High School 2007 — 2010
Kristen Brownell's Piper Jaffray Experience August 2015 - Present
Job Principal/Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2015 - Present
Wells Fargo Securities December 1992 - April 2015
Skills
Investments, Financial Analysis, Banking, Portfolio Management, Management, Finance, Strategic Planning, Municipal Bonds, Federal Agencies, US Treasuries, Commercial Paper, Corporates, Certificates of Deposit, Bloomberg Terminal
Education
Simpson College
Bachelor's degree, Business Management
Piper Jaffray August 2015 - Present
Wells Fargo Securities December 1992 - April 2015
Skills
Investments, Financial Analysis, Banking, Portfolio Management, Management, Finance, Strategic Planning, Municipal Bonds, Federal Agencies, US Treasuries, Commercial Paper, Corporates, Certificates of Deposit, Bloomberg Terminal
Education
Simpson College
Bachelor's degree, Business Management
James Vorderbruggen James Vorderbruggen's Piper Jaffray Experience June 2015 - Present
Job Web Development Intern at Piper Jaffray
Industry Computer Software
Experience
Piper Jaffray June 2015 - Present
College of Saint Benedict and Saint John’s University August 2013 - Present
College of Saint Benedict and Saint John’s University June 2014 - Present
Presences Web Development December 2013 - January 2015
Skills
Java, Web Development, Photoshop, Ubuntu, Options Trading, Computer Science, Ubuntu GNOME, Linux, Git, Eclipse
Education
St. John's University 2012 — 2016
Bachelor of Arts (BA), Computer Science
Piper Jaffray June 2015 - Present
College of Saint Benedict and Saint John’s University August 2013 - Present
College of Saint Benedict and Saint John’s University June 2014 - Present
Presences Web Development December 2013 - January 2015
Skills
Java, Web Development, Photoshop, Ubuntu, Options Trading, Computer Science, Ubuntu GNOME, Linux, Git, Eclipse
Education
St. John's University 2012 — 2016
Bachelor of Arts (BA), Computer Science
Lucy Rogers Lucy Rogers's Piper Jaffray Experience 1986 - 1988
Job Fundraising Consultant and Director of Development for Wolf Ridge Environmental Learning Center
Industry Fund-Raising
Experience
Wolf Ridge Environmental Learning Center 2008 - Present
Rogers Fundraising Consulting January 2007 - Present
Headwaters Foundation For Justice September 1999 - June 2003
Psychologist, Private Practice 1994 - 2000
Piper Jaffray 1986 - 1988
Norwest Corporation 1984 - 1986
Norwest Corporation 1979 - 1983
Skills
Grant Writing, Program Development, Outdoor Education, Annual Giving, Board Development, Environmental Education
Education
Skidmore College
Bachelor's degree, English Language and Literature/Letters
Smith College
Junior Year Abroad, Italian Studies
University of St. Thomas
Master's degree, Psychology
Wolf Ridge Environmental Learning Center 2008 - Present
Rogers Fundraising Consulting January 2007 - Present
Headwaters Foundation For Justice September 1999 - June 2003
Psychologist, Private Practice 1994 - 2000
Piper Jaffray 1986 - 1988
Norwest Corporation 1984 - 1986
Norwest Corporation 1979 - 1983
Skills
Grant Writing, Program Development, Outdoor Education, Annual Giving, Board Development, Environmental Education
Education
Skidmore College
Bachelor's degree, English Language and Literature/Letters
Smith College
Junior Year Abroad, Italian Studies
University of St. Thomas
Master's degree, Psychology
Stan Meyers's Piper Jaffray Experience July 2011 - Present
Job
Industry Financial Services
Experience
Piper Jaffray July 2011 - Present
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Investment Banking, Management, Corporate Finance, Analysis, Financial Modeling, Valuation, Fixed Income, Research, Mutual Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
Piper Jaffray July 2011 - Present
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Investment Banking, Management, Corporate Finance, Analysis, Financial Modeling, Valuation, Fixed Income, Research, Mutual Funds, Bloomberg
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Quantitative Finance
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
Stephen Wehr | CFP®'s Piper Jaffray Experience 2004 - 2005
Job Senior Investment Strategist at Wells Fargo Private Bank
Industry Investment Management
Experience
Wells Fargo February 2015 - Present
US Bank Private Client Reserve 2005 - February 2015
Piper Jaffray 2004 - 2005
Piper Jaffray 2002 - 2004
Campbell Mithun 2000 - 2002
Skills
Investment Management, Asset Management, Trust Services, Strategic Planning, Alternative Investments, SMA, International Investing, Writing, Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies
Education
University of Virginia 1998 — 2001
M.A.
Princeton Theological Seminary 1994 — 1997
M.Div.
Wake Forest University 1989 — 1993
B.A., Magna Cum Laude
Edina High School
Wells Fargo February 2015 - Present
US Bank Private Client Reserve 2005 - February 2015
Piper Jaffray 2004 - 2005
Piper Jaffray 2002 - 2004
Campbell Mithun 2000 - 2002
Skills
Investment Management, Asset Management, Trust Services, Strategic Planning, Alternative Investments, SMA, International Investing, Writing, Investments, Portfolio Management, Asset Allocation, Wealth Management, Investment Strategies
Education
University of Virginia 1998 — 2001
M.A.
Princeton Theological Seminary 1994 — 1997
M.Div.
Wake Forest University 1989 — 1993
B.A., Magna Cum Laude
Edina High School
Katie Koster's Piper Jaffray Experience June 2008 - Present
Job Managing Director at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray June 2008 - Present
UBS Securities LLC February 2005 - June 2008
Southwest Securities February 2002 - May 2005
Fieldman Rolapp & Associates May 1998 - February 2002
County of Riverside Executive Office February 1993 - May 1998
Skills
Bonds, Portfolio Management, Fixed Income, Public Finance, Municipalities, Investment Banking, Capital Markets, Finance, Financial Analysis, Investments, Strategic Financial..., Real Estate, Bloomberg, Securities, Economics, Financial Modeling, Mutual Funds, Credit, Financial Advisory, Financial Services, Funding, Financial Planning
Education
Pepperdine University 1980 — 1985
B.A.
Piper Jaffray June 2008 - Present
UBS Securities LLC February 2005 - June 2008
Southwest Securities February 2002 - May 2005
Fieldman Rolapp & Associates May 1998 - February 2002
County of Riverside Executive Office February 1993 - May 1998
Skills
Bonds, Portfolio Management, Fixed Income, Public Finance, Municipalities, Investment Banking, Capital Markets, Finance, Financial Analysis, Investments, Strategic Financial..., Real Estate, Bloomberg, Securities, Economics, Financial Modeling, Mutual Funds, Credit, Financial Advisory, Financial Services, Funding, Financial Planning
Education
Pepperdine University 1980 — 1985
B.A.
Evan Cohen's Piper Jaffray Experience April 2014 - August 2015
Job Business Development at 1DocWay
Industry Hospital & Health Care
Experience
1DocWay September 2015 - Present
Piper Jaffray April 2014 - August 2015
BlackRock August 2012 - April 2014
BlackRock June 2011 - August 2011
Goldman Sachs January 2011 - March 2011
Skills
Bloomberg, Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Asset Allocation, Financial Risk, Bonds, Credit, Financial Modeling, Valuation, Economics
Education
Northwestern University 2008 — 2012
BA, Economics
London School of Economics and Political Science 2010 — 2010
Certificate, Econometrics and Quantitative Economics
The Buckley School 2004 — 2008
High School
1DocWay September 2015 - Present
Piper Jaffray April 2014 - August 2015
BlackRock August 2012 - April 2014
BlackRock June 2011 - August 2011
Goldman Sachs January 2011 - March 2011
Skills
Bloomberg, Fixed Income, Portfolio Management, Investments, Trading, Mutual Funds, Asset Allocation, Financial Risk, Bonds, Credit, Financial Modeling, Valuation, Economics
Education
Northwestern University 2008 — 2012
BA, Economics
London School of Economics and Political Science 2010 — 2010
Certificate, Econometrics and Quantitative Economics
The Buckley School 2004 — 2008
High School
Ryan Bouchard, CFA Ryan Bouchard, CFA's Piper Jaffray Experience December 2007 - December 2008
Job Investment Analyst at Brand Asset Management Group
Industry Financial Services
Experience
Brand Asset Management Group November 2013 - Present
Avondale Partners January 2009 - November 2013
Piper Jaffray December 2007 - December 2008
A.G. Edwards & Sons, Inc. July 2006 - November 2007
Self-Employed June 2005 - July 2006
Terril and Company Investment Advisors May 2001 - May 2005
Skills
Equity Research, Excel, Word, PowerPoint, Financial Modeling
Education
Saint Louis University 2003 — 2006
MBA, Finance
University of Missouri-Columbia, College of Business 1996 — 2000
BSBA, Finance
Glendale HS 1992 — 1996
Brand Asset Management Group November 2013 - Present
Avondale Partners January 2009 - November 2013
Piper Jaffray December 2007 - December 2008
A.G. Edwards & Sons, Inc. July 2006 - November 2007
Self-Employed June 2005 - July 2006
Terril and Company Investment Advisors May 2001 - May 2005
Skills
Equity Research, Excel, Word, PowerPoint, Financial Modeling
Education
Saint Louis University 2003 — 2006
MBA, Finance
University of Missouri-Columbia, College of Business 1996 — 2000
BSBA, Finance
Glendale HS 1992 — 1996
Shane O'Neill Shane O'Neill's Piper Jaffray Experience June 2013 - September 2013
Job Junior Credit Trader at Crédit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB June 2014 - Present
Mizuho Capital Markets Corp. October 2013 - April 2014
Piper Jaffray June 2013 - September 2013
Skills
Certified Project..., Emerging Markets, Team Leadership, Risk Management, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Markets, Mergers & Acquisitions, Credit, Series 7, Derivatives, Investment Banking
Education
University of Ulster 2012 — 2014
Master of Business Administration (MBA), Honors
Queen's University Belfast 2006 — 2010
Masters of Science, Pharmacy, 3.7
Chartered Institute of Securities and Investments 2012 — 2013
Financial Derivatives, Merit
Crédit Agricole CIB June 2014 - Present
Mizuho Capital Markets Corp. October 2013 - April 2014
Piper Jaffray June 2013 - September 2013
Skills
Certified Project..., Emerging Markets, Team Leadership, Risk Management, Portfolio Management, Fixed Income, Trading, Financial Analysis, Financial Markets, Mergers & Acquisitions, Credit, Series 7, Derivatives, Investment Banking
Education
University of Ulster 2012 — 2014
Master of Business Administration (MBA), Honors
Queen's University Belfast 2006 — 2010
Masters of Science, Pharmacy, 3.7
Chartered Institute of Securities and Investments 2012 — 2013
Financial Derivatives, Merit
Laura Forman Laura Forman's Piper Jaffray Experience July 2010 - April 2011
Job MA Communications at Stanford University
Industry Public Relations and Communications
Experience
Blueprint Life Science Group April 2011 - April 2014
Piper Jaffray July 2010 - April 2011
Leerink Swann June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Equity Research, Hedge Funds, Equities, Investment Banking, Equity Valuation, Capital Markets, Bloomberg, Investor Relations, Valuation, Private Equity, Financial Modeling, Securities, Emerging Markets, Venture Capital, Investments, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis
Education
Stanford University 2014 — 2015
Master’s Degree, Data Journalism
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Blueprint Life Science Group April 2011 - April 2014
Piper Jaffray July 2010 - April 2011
Leerink Swann June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Equity Research, Hedge Funds, Equities, Investment Banking, Equity Valuation, Capital Markets, Bloomberg, Investor Relations, Valuation, Private Equity, Financial Modeling, Securities, Emerging Markets, Venture Capital, Investments, Asset Managment, Portfolio Management, Due Diligence, Corporate Finance, Financial Analysis
Education
Stanford University 2014 — 2015
Master’s Degree, Data Journalism
Princeton University 2002 — 2006
Bachelor of Arts (B.A.), Sociology
Asthika Goonewardene Asthika Goonewardene's Piper Jaffray Experience July 2007 - March 2009
Job Senior Biotech Analyst @ Bloomberg Intelligence
Industry Financial Services
Experience
Bloomberg Intelligence November 2014 - Present
Bloomberg Intelligence February 2011 - November 2014
Datamonitor April 2009 - February 2011
Piper Jaffray July 2007 - March 2009
Amba Research January 2007 - July 2007
(Not Disclosed) April 2006 - September 2006
OSI Pharmaceuticals April 2005 - April 2006
Ortho-Clinical Diagnostics, a Johnson & Johnson company June 2004 - November 2004
Skills
Pharmaceutical Industry, Biotechnology, Data Analysis, Analytics, Market Research, Competitive Intelligence, Lifesciences, Market Analysis, Financial Modeling, Segmentation, Forecasting, Strategy, Analysis, Cross-functional Team..., Competitive Analysis, Valuation, Business Strategy, Portfolio Management, Financial Analysis, Investments, Market Intelligence, Marketing, Management, Product Management, Emerging Markets, Life Sciences
Education
Rochester Institute of Technology 2003 — 2005
MBA, Marketing, Technology Management
Rochester Institute of Technology 1999 — 2004
BS, Biotechnology
Stafford International School 1990 — 1999
Bloomberg Intelligence November 2014 - Present
Bloomberg Intelligence February 2011 - November 2014
Datamonitor April 2009 - February 2011
Piper Jaffray July 2007 - March 2009
Amba Research January 2007 - July 2007
(Not Disclosed) April 2006 - September 2006
OSI Pharmaceuticals April 2005 - April 2006
Ortho-Clinical Diagnostics, a Johnson & Johnson company June 2004 - November 2004
Skills
Pharmaceutical Industry, Biotechnology, Data Analysis, Analytics, Market Research, Competitive Intelligence, Lifesciences, Market Analysis, Financial Modeling, Segmentation, Forecasting, Strategy, Analysis, Cross-functional Team..., Competitive Analysis, Valuation, Business Strategy, Portfolio Management, Financial Analysis, Investments, Market Intelligence, Marketing, Management, Product Management, Emerging Markets, Life Sciences
Education
Rochester Institute of Technology 2003 — 2005
MBA, Marketing, Technology Management
Rochester Institute of Technology 1999 — 2004
BS, Biotechnology
Stafford International School 1990 — 1999
Jonathon Grassi Jonathon Grassi's Piper Jaffray Experience 2006 - 2007
Job RIK Enterprises, LLC
Industry Venture Capital & Private Equity
Experience
RIK Enterprises, LLC January 2013 - Present
Longbow Research 2007 - 2012
Piper Jaffray 2006 - 2007
Boyd Watterson Asset Management 2005 - 2006
Education
Case Western Reserve University - Weatherhead School of Management
MBA
Ohio University
Bachelor of Arts
RIK Enterprises, LLC January 2013 - Present
Longbow Research 2007 - 2012
Piper Jaffray 2006 - 2007
Boyd Watterson Asset Management 2005 - 2006
Education
Case Western Reserve University - Weatherhead School of Management
MBA
Ohio University
Bachelor of Arts
Carissa Maiello's Piper Jaffray Experience March 2004 - Present
Job Sales & Trading Asst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2004 - Present
Borough of Eatontown September 2002 - September 2003
Gerhart Scale Corporation March 2001 - September 2002
Skills
Trading, Research, Sales
Education
Saint Leo University 1996 — 2000
BA, Business Management
Saint Leo University
B.A, Business Administration; Management
Old Bridge High School
Piper Jaffray March 2004 - Present
Borough of Eatontown September 2002 - September 2003
Gerhart Scale Corporation March 2001 - September 2002
Skills
Trading, Research, Sales
Education
Saint Leo University 1996 — 2000
BA, Business Management
Saint Leo University
B.A, Business Administration; Management
Old Bridge High School
Sachin Piplani Sachin Piplani's Piper Jaffray Experience 2008 - 2011
Job Global Business & Technology Executive
Industry Computer Hardware
Experience
SanDisk 2014 - Present
HGST, a Western Digital company 2012 - 2014
Piper Jaffray 2008 - 2011
Seagate Technology 2005 - 2008
Seagate Technology 2003 - 2005
Read-Rite Corporation 2002 - 2003
Read-Rite Corporation 2000 - 2002
Quantum 1995 - 2000
Skills
General Management, Vision Development, Team Leadership, Organizational..., Change Management, Business Strategy, Strategic Planning, Business Development, Marketing Strategy, Global Marketing, Product Lifecycle..., Technology Management &..., Platform Management, Strategic Alliances, Customer Engagement, Customer Lifecycle..., Investment Banking, Financial Valuation, Financial Analysis, M&A experience, IPO, Strategy, Product Management, Valuation, Product Development, Cross-functional Team..., Product Launch, Management, Go-to-market Strategy, Product Marketing, Competitive Analysis, Mergers & Acquisitions, Business Planning, Start-ups, Channel, Enterprise Software, Strategic Partnerships, Marketing Management, Forecasting, Leadership, Executive Management, Storage, SaaS, Data Center, Telecommunications, Channel Partners, Multi-channel Marketing, P&L Management, Cloud Computing, Demand Generation
Education
Northwestern University - Kellogg School of Management
MBA
University of Rochester
BS, Chemical Engineering
SanDisk 2014 - Present
HGST, a Western Digital company 2012 - 2014
Piper Jaffray 2008 - 2011
Seagate Technology 2005 - 2008
Seagate Technology 2003 - 2005
Read-Rite Corporation 2002 - 2003
Read-Rite Corporation 2000 - 2002
Quantum 1995 - 2000
Skills
General Management, Vision Development, Team Leadership, Organizational..., Change Management, Business Strategy, Strategic Planning, Business Development, Marketing Strategy, Global Marketing, Product Lifecycle..., Technology Management &..., Platform Management, Strategic Alliances, Customer Engagement, Customer Lifecycle..., Investment Banking, Financial Valuation, Financial Analysis, M&A experience, IPO, Strategy, Product Management, Valuation, Product Development, Cross-functional Team..., Product Launch, Management, Go-to-market Strategy, Product Marketing, Competitive Analysis, Mergers & Acquisitions, Business Planning, Start-ups, Channel, Enterprise Software, Strategic Partnerships, Marketing Management, Forecasting, Leadership, Executive Management, Storage, SaaS, Data Center, Telecommunications, Channel Partners, Multi-channel Marketing, P&L Management, Cloud Computing, Demand Generation
Education
Northwestern University - Kellogg School of Management
MBA
University of Rochester
BS, Chemical Engineering
James Lukanich James Lukanich's Piper Jaffray Experience May 1983 - June 1994
Job Managing Director at Vista Wealth Management
Industry Financial Services
Experience
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Vista Wealth Management July 2002 - Present
Wachovia Securities Financial Network April 2000 - June 2002
First Union October 1998 - March 2000
Everen Securities August 1996 - September 1998
Principal Financial Securities July 1994 - July 1996
Piper Jaffray May 1983 - June 1994
Ecolab July 1979 - April 1983
Edward Jones February 1976 - May 1977
Skills
Investments, Asset Allocation, Retirement Planning, 401 (k) Rollovers, Estate Investment..., Business Owner Planning, Wealth Preservation..., Multi-generational..., Strategic Planning, Mutual Funds, Insurance, Annuities
Education
Washington University in St. Louis 1975 — 1977
MBA, Finance, Accounting
Ripon College 1971 — 1975
BA, Chemistry, Economics
Dave Wilde Dave Wilde's Piper Jaffray Experience 1991 - 1997
Job Vice President / Director of IT at Barr Engineering
Industry Environmental Services
Experience
Barr Engineering February 1997 - Present
Piper Jaffray 1991 - 1997
First Interstate Corporation of Wisconsin 1986 - 1990
KPMG 1980 - 1986
Education
Quincy University 1977 — 1980
B.S., Accounting
Barr Engineering February 1997 - Present
Piper Jaffray 1991 - 1997
First Interstate Corporation of Wisconsin 1986 - 1990
KPMG 1980 - 1986
Education
Quincy University 1977 — 1980
B.S., Accounting
Lichuan(Tony) Liang Lichuan(Tony) Liang's Piper Jaffray Experience June 2012 - Present
Job Data Analyst at Countrywide Tire & Rubber
Industry Financial Services
Experience
Countrywide Tire & Rubber July 2013 - Present
Piper Jaffray June 2012 - Present
Chinese Emerging Leaders Summer Program March 2012 - Present
College of Saint Benedict and Saint John’s University August 2010 - Present
Economics Department, Saint John’s University January 2012 - May 2012
Skills
Microsoft Excel, Research, Photoshop, Capital IQ, Bloomberg Terminal, Matlab, Minitab, Due Diligence, Mathematica, Team Building, Works well in a team
Education
St. John's University 2009 — 2013
Bachelor of Arts (BA), Economics/Mathematics
Shenyang Polytechnic University 2007 — 2009
Bachelor's degree, Mechanical Engineering
Countrywide Tire & Rubber July 2013 - Present
Piper Jaffray June 2012 - Present
Chinese Emerging Leaders Summer Program March 2012 - Present
College of Saint Benedict and Saint John’s University August 2010 - Present
Economics Department, Saint John’s University January 2012 - May 2012
Skills
Microsoft Excel, Research, Photoshop, Capital IQ, Bloomberg Terminal, Matlab, Minitab, Due Diligence, Mathematica, Team Building, Works well in a team
Education
St. John's University 2009 — 2013
Bachelor of Arts (BA), Economics/Mathematics
Shenyang Polytechnic University 2007 — 2009
Bachelor's degree, Mechanical Engineering
Nicholas Yanagimachi Nicholas Yanagimachi's Piper Jaffray Experience June 2006 - August 2006
Job Risk Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2015 - Present
Glacier City LLC January 2012 - October 2013
Bear Cavalry Interactive January 2008 - November 2008
Torch Media LLC June 2007 - January 2008
Wedbush Morgan Securities October 2006 - June 2007
UBS Wealth Management August 2006 - October 2006
Piper Jaffray June 2006 - August 2006
Education
International University of Monaco 2009 — 2010
Masters in Finance, Financial Engineering
Seattle University 2003 — 2007
B.A. in Business Administration, International Business and Business Economics
BlackRock August 2015 - Present
Glacier City LLC January 2012 - October 2013
Bear Cavalry Interactive January 2008 - November 2008
Torch Media LLC June 2007 - January 2008
Wedbush Morgan Securities October 2006 - June 2007
UBS Wealth Management August 2006 - October 2006
Piper Jaffray June 2006 - August 2006
Education
International University of Monaco 2009 — 2010
Masters in Finance, Financial Engineering
Seattle University 2003 — 2007
B.A. in Business Administration, International Business and Business Economics
Cory Jackson Cory Jackson's Piper Jaffray Experience January 2001 - October 2005
Job Chief Financial Officer at Verta Corporation
Industry Facilities Services
Experience
Verta Corporation January 2011 - Present
Rennix Properties July 2008 - Present
Itasca Economic Development Corporation May 2006 - June 2008
Piper Jaffray January 2001 - October 2005
Skills
Chartered Financial..., Financial Management, Credit Analysis, Financial Statement..., Quantitative Research, Business Strategy, Business Planning, Small Business, Managerial Finance, Customer Service, Leadership, Public Speaking, Financial Analysis, Management, Portfolio Management, Cash Flow, Strategic Planning, Analysis
Education
University of Minnesota - Carlson School of Management 1999 — 2004
Master of Business Administration (MBA), Finance, General
Saint John's University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Two Harbors HS
Two Harbors HS
Verta Corporation January 2011 - Present
Rennix Properties July 2008 - Present
Itasca Economic Development Corporation May 2006 - June 2008
Piper Jaffray January 2001 - October 2005
Skills
Chartered Financial..., Financial Management, Credit Analysis, Financial Statement..., Quantitative Research, Business Strategy, Business Planning, Small Business, Managerial Finance, Customer Service, Leadership, Public Speaking, Financial Analysis, Management, Portfolio Management, Cash Flow, Strategic Planning, Analysis
Education
University of Minnesota - Carlson School of Management 1999 — 2004
Master of Business Administration (MBA), Finance, General
Saint John's University 1991 — 1995
Bachelor of Arts (B.A.), Economics
Two Harbors HS
Two Harbors HS
Emily Maffucci Emily Maffucci's Piper Jaffray Experience May 2013 - July 2013
Job Actively seeking employment
Industry Executive Office
Experience
Lorco Petroleum Services January 2015 - March 2015
Priority Solutions International April 2014 - October 2014
Piper Jaffray May 2013 - July 2013
Liberty Healthcare Services, Inc. September 2012 - March 2013
ALDI Stores March 2012 - August 2012
Artcraft Promotional Concepts May 2010 - October 2010
Colm Engineering, P.A. December 2009 - March 2010
Various Temporary Assignments January 2007 - October 2009
Wong Fleming Law Firm September 2008 - October 2008
Salad Works May 2008 - August 2008
Skills
Event Management, Inventory Management, Event Planning, Outlook, PowerPoint, People Skills, Sales, Coaching, Microsoft Excel, Recruiting, Management, Access, Marketing, Training, Customer Service, Microsoft Office, Social Media, Public Speaking
Education
Penn State University 2004 — 2008
B.A., Communication Arts and Sciences
Lorco Petroleum Services January 2015 - March 2015
Priority Solutions International April 2014 - October 2014
Piper Jaffray May 2013 - July 2013
Liberty Healthcare Services, Inc. September 2012 - March 2013
ALDI Stores March 2012 - August 2012
Artcraft Promotional Concepts May 2010 - October 2010
Colm Engineering, P.A. December 2009 - March 2010
Various Temporary Assignments January 2007 - October 2009
Wong Fleming Law Firm September 2008 - October 2008
Salad Works May 2008 - August 2008
Skills
Event Management, Inventory Management, Event Planning, Outlook, PowerPoint, People Skills, Sales, Coaching, Microsoft Excel, Recruiting, Management, Access, Marketing, Training, Customer Service, Microsoft Office, Social Media, Public Speaking
Education
Penn State University 2004 — 2008
B.A., Communication Arts and Sciences
Christopher Nam's Piper Jaffray Experience 2003 - 2010
Job Director, Internet Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse 2012 - Present
BofA Merrill Lynch 2010 - 2012
Touchco (acquired by Amazon) 2009 - 2010
Piper Jaffray 2003 - 2010
Wasserstein Perella 2001 - 2002
Neuberger Berman 1999 - 1999
Education
Princeton University
AB, Economics & Finance
University of Pennsylvania - The Wharton School (CA)
MBA
Credit Suisse 2012 - Present
BofA Merrill Lynch 2010 - 2012
Touchco (acquired by Amazon) 2009 - 2010
Piper Jaffray 2003 - 2010
Wasserstein Perella 2001 - 2002
Neuberger Berman 1999 - 1999
Education
Princeton University
AB, Economics & Finance
University of Pennsylvania - The Wharton School (CA)
MBA
Chad Burton's Piper Jaffray Experience June 2004 - Present
Job
Industry Investment Banking
Experience
Piper Jaffray June 2004 - Present
RBC Capital Markets 1999 - 2004
LarsonAllen 1990 - 1993
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Private Equity, Due Diligence, Hedge Funds, Corporate Development, Capital Markets, Mergers & Acquisitions, Finance, M&A experience, Venture Capital, Financial Analysis, Corporate Finance, Investments
Education
Saint John's University 1986 — 1990
BS, Accounting
Piper Jaffray June 2004 - Present
RBC Capital Markets 1999 - 2004
LarsonAllen 1990 - 1993
Skills
Investment Banking, Valuation, Equities, Financial Modeling, Private Equity, Due Diligence, Hedge Funds, Corporate Development, Capital Markets, Mergers & Acquisitions, Finance, M&A experience, Venture Capital, Financial Analysis, Corporate Finance, Investments
Education
Saint John's University 1986 — 1990
BS, Accounting
Richard Wood's Piper Jaffray Experience July 1999 - April 2002
Job Managing Partner at First Hill Partners
Industry Investment Banking
Experience
First Hill Partners, LLC March 2009 - Present
TechStars July 2013 - Present
Northwest Entrepreneur Network 2011 - 2014
Tango Card, Inc. August 2011 - August 2012
Thomas Weisel Partners August 2006 - February 2009
Cascadia Capital December 2002 - July 2006
Piper Jaffray July 1999 - April 2002
Cobalt Group December 1996 - July 1999
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, Growth Capital, Debt, Start-ups, Mergers & Acquisitions, Corporate Finance, Investments, Corporate Development, Valuation, M&A experience, LBO, Financial Modeling, Venture Financing, IPO, Executive Management, Business Valuation, Entrepreneurship, Due Diligence
Education
Seattle University 1995 — 1999
BABA, Finance and Accounting
First Hill Partners, LLC March 2009 - Present
TechStars July 2013 - Present
Northwest Entrepreneur Network 2011 - 2014
Tango Card, Inc. August 2011 - August 2012
Thomas Weisel Partners August 2006 - February 2009
Cascadia Capital December 2002 - July 2006
Piper Jaffray July 1999 - April 2002
Cobalt Group December 1996 - July 1999
Skills
Private Placements, Private Equity, Venture Capital, Investment Banking, Growth Capital, Debt, Start-ups, Mergers & Acquisitions, Corporate Finance, Investments, Corporate Development, Valuation, M&A experience, LBO, Financial Modeling, Venture Financing, IPO, Executive Management, Business Valuation, Entrepreneurship, Due Diligence
Education
Seattle University 1995 — 1999
BABA, Finance and Accounting
Jerry Will's Piper Jaffray Experience February 1998 - July 2008
Job
Industry Chemicals
Experience
3M November 2014 - Present
3M May 2010 - October 2014
Piper Jaffray February 1998 - July 2008
Faegre & Benson LLP October 1991 - January 1998
Education
Stanford University Law School 1989 — 1991
J.D.
University of Wisconsin-Madison 1984 — 1985
MS
Saint John's University 1980 — 1984
B.S.
3M November 2014 - Present
3M May 2010 - October 2014
Piper Jaffray February 1998 - July 2008
Faegre & Benson LLP October 1991 - January 1998
Education
Stanford University Law School 1989 — 1991
J.D.
University of Wisconsin-Madison 1984 — 1985
MS
Saint John's University 1980 — 1984
B.S.
Jeremy Goebel's Piper Jaffray Experience April 1999 - May 2000
Job Managing Director Piper Jaffray
Industry Capital Markets
Experience
Hopwood Lane - a division of Piper Jaffray April 2014 - Present
City of Jordan, MN October 2008 - Present
City of Jordan January 2002 - Present
Wells Fargo Securities May 2000 - March 2014
Piper Jaffray April 1999 - May 2000
LFK Incorporated October 1997 - April 1999
Skills
Investment Banking, Analysis, Strategic Planning, Credit Analysis, Private Equity, Mutual Funds, Investment Advisory, FINRA, Asset Allocation, Alternative Investments, MBS, Equities, Financial Services, Financial Markets, Series 24, FX Options, Swaps, Investment Strategies, Investment Management, Options, ETFs, Trading Systems, Banking, Middle Office, Treasury, CDS, Credit Derivatives, Structured Products, Financial Modeling, Hedge Funds
Education
Indiana University - Kelley School of Business 2005 — 2007
Grad Cert, Forensic Accounting - Business Valuation
University of Saint Thomas - School of Business 2001 — 2005
MBA, Finance
St. John's University 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
Hopwood Lane - a division of Piper Jaffray April 2014 - Present
City of Jordan, MN October 2008 - Present
City of Jordan January 2002 - Present
Wells Fargo Securities May 2000 - March 2014
Piper Jaffray April 1999 - May 2000
LFK Incorporated October 1997 - April 1999
Skills
Investment Banking, Analysis, Strategic Planning, Credit Analysis, Private Equity, Mutual Funds, Investment Advisory, FINRA, Asset Allocation, Alternative Investments, MBS, Equities, Financial Services, Financial Markets, Series 24, FX Options, Swaps, Investment Strategies, Investment Management, Options, ETFs, Trading Systems, Banking, Middle Office, Treasury, CDS, Credit Derivatives, Structured Products, Financial Modeling, Hedge Funds
Education
Indiana University - Kelley School of Business 2005 — 2007
Grad Cert, Forensic Accounting - Business Valuation
University of Saint Thomas - School of Business 2001 — 2005
MBA, Finance
St. John's University 1996 — 2000
Bachelor of Arts (BA), Business Administration and Management, General
James Bachman's Piper Jaffray Experience July 2007 - April 2010
Job Chief Operating Officer at SynerZ Medical
Industry Medical Devices
Experience
SynerZ Medical May 2013 - Present
Barclays Capital May 2010 - May 2012
Piper Jaffray July 2007 - April 2010
Deloitte Financial Advisory Services June 2006 - June 2007
AT&T March 2002 - June 2006
Accenture May 2000 - March 2002
Skills
Investment Banking, Capital Raising, Valuation, Healthcare, Financial Modeling, Due Diligence, Management Consulting, Business Analysis, Corporate Finance, Capital Budgeting, Business Strategy, Strategy, Operations Management, Business Valuation, Business Development, Healthcare Industry, Capital Allocation, P&L Financial Management, Contract Negotiation, Supplier Sourcing, Supplier Negotiation, Human Resource Planning
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
MBA, Finance & Accounting
Saint Louis University 1995 — 1999
BA, Biology
SynerZ Medical May 2013 - Present
Barclays Capital May 2010 - May 2012
Piper Jaffray July 2007 - April 2010
Deloitte Financial Advisory Services June 2006 - June 2007
AT&T March 2002 - June 2006
Accenture May 2000 - March 2002
Skills
Investment Banking, Capital Raising, Valuation, Healthcare, Financial Modeling, Due Diligence, Management Consulting, Business Analysis, Corporate Finance, Capital Budgeting, Business Strategy, Strategy, Operations Management, Business Valuation, Business Development, Healthcare Industry, Capital Allocation, P&L Financial Management, Contract Negotiation, Supplier Sourcing, Supplier Negotiation, Human Resource Planning
Education
Washington University in St. Louis - Olin Business School 2004 — 2007
MBA, Finance & Accounting
Saint Louis University 1995 — 1999
BA, Biology
Patrick Mulvehill's Piper Jaffray Experience August 2010 - July 2012
Job Analyst at Kidron Capital
Industry Investment Management
Experience
Kidron Capital July 2012 - Present
Piper Jaffray August 2010 - July 2012
Telegraph Capital Partners March 2010 - August 2010
Valiant Capital Partners June 2009 - August 2009
Slocum and Associates October 2006 - June 2008
US Bank Fund Services September 2005 - October 2006
Hedgeworks LLC June 2004 - May 2005
Skills
Financial Modeling, Equity Research, Hedge Funds, Equity Valuation, Bloomberg, Financial Analysis, Equities, Investments, Portfolio Management, Valuation
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Master of Business Administration, Investments
San Diego State University-California State University 2001 — 2005
BS, Finance
Benilde St Margarets
Kidron Capital July 2012 - Present
Piper Jaffray August 2010 - July 2012
Telegraph Capital Partners March 2010 - August 2010
Valiant Capital Partners June 2009 - August 2009
Slocum and Associates October 2006 - June 2008
US Bank Fund Services September 2005 - October 2006
Hedgeworks LLC June 2004 - May 2005
Skills
Financial Modeling, Equity Research, Hedge Funds, Equity Valuation, Bloomberg, Financial Analysis, Equities, Investments, Portfolio Management, Valuation
Education
University of Notre Dame - Mendoza College of Business 2008 — 2010
Master of Business Administration, Investments
San Diego State University-California State University 2001 — 2005
BS, Finance
Benilde St Margarets
Matthew Stern's Piper Jaffray Experience March 2007 - December 2008
Job Vice President, Strategy and Corporate Development at Entrust Datacard
Industry Information Technology and Services
Experience
Entrust Datacard June 2009 - Present
MSS Advisors January 2009 - May 2009
Piper Jaffray March 2007 - December 2008
Bank of America 2005 - 2007
Piper Jaffray 2003 - 2005
Merrill Lynch 1998 - 2002
Greene Holcomb & Fisher 1996 - 1998
Skills
Mergers, Global Business..., Mobile Payments, Corporate Development, Strategy Development, Payments, Identity Management, International Business, Mergers & Acquisitions, Strategy, Business Development, Valuation, Start-ups, Strategic Partnerships, Acquisitions, Financial Analysis, Due Diligence, Management, Investment Banking
Education
Princeton University 1992 — 1996
BA, History
Breck School
Breck School
Breck School
Entrust Datacard June 2009 - Present
MSS Advisors January 2009 - May 2009
Piper Jaffray March 2007 - December 2008
Bank of America 2005 - 2007
Piper Jaffray 2003 - 2005
Merrill Lynch 1998 - 2002
Greene Holcomb & Fisher 1996 - 1998
Skills
Mergers, Global Business..., Mobile Payments, Corporate Development, Strategy Development, Payments, Identity Management, International Business, Mergers & Acquisitions, Strategy, Business Development, Valuation, Start-ups, Strategic Partnerships, Acquisitions, Financial Analysis, Due Diligence, Management, Investment Banking
Education
Princeton University 1992 — 1996
BA, History
Breck School
Breck School
Breck School
John Warnick's Piper Jaffray Experience May 2010 - July 2013
Job Executive Vice President at Herbert J Sims Inc
Industry Financial Services
Experience
Herbert J Sims Inc February 2015 - Present
M&T Bank October 2013 - February 2015
Piper Jaffray May 2010 - July 2013
Cabrera Capital Markets, LLC January 2008 - May 2010
RBC April 2006 - January 2008
Wachovia Securities Financial Network March 1994 - April 2006
Skills
Capital Markets, Bonds, Fixed Income, Bloomberg, Asset Management, Series 7, Securities, Investments, Series 63, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investment Banking, Management, Trading, Mutual Funds, Financial Services, Financial Analysis, Financial Markets
Education
Seton Hall University 1990 — 1994
Masters Business Administration, Finance
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business Administration / Finance
Herbert J Sims Inc February 2015 - Present
M&T Bank October 2013 - February 2015
Piper Jaffray May 2010 - July 2013
Cabrera Capital Markets, LLC January 2008 - May 2010
RBC April 2006 - January 2008
Wachovia Securities Financial Network March 1994 - April 2006
Skills
Capital Markets, Bonds, Fixed Income, Bloomberg, Asset Management, Series 7, Securities, Investments, Series 63, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investment Banking, Management, Trading, Mutual Funds, Financial Services, Financial Analysis, Financial Markets
Education
Seton Hall University 1990 — 1994
Masters Business Administration, Finance
University of Delaware 1981 — 1985
Bachelor of Science (BS), Business Administration / Finance
Tim Buening's Piper Jaffray Experience January 2000 - July 2002
Job Vice President at Fifth Third Bank
Industry Management Consulting
Experience
Fifth Third Bank November 2014 - Present
Buening Consulting, LLC September 2013 - November 2014
Performance Matters October 2011 - October 2014
Anheuser-Busch InBev August 2011 - September 2013
Anheuser-Busch InBev January 2011 - July 2011
Anheuser-Busch 2008 - 2010
Merrill Lynch Capital September 2002 - February 2008
Axios Investments, LLC 2007 - 2008
Piper Jaffray January 2000 - July 2002
A.G. Edwards March 1999 - December 1999
Skills
Mergers & Acquisitions, Investment Banking, CRM, Strategy, Marketing, Leadership, Competitive Analysis, Financial Analysis, Finance, Due Diligence, Valuation, Corporate Finance, Financial Modeling, Business Strategy, Business Planning
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Strategy, Finance, Management & Organizations
Saint Louis University 1995 — 1999
BSBA, Finance, Accounting
St. Xavier HS 1991 — 1995
Fifth Third Bank November 2014 - Present
Buening Consulting, LLC September 2013 - November 2014
Performance Matters October 2011 - October 2014
Anheuser-Busch InBev August 2011 - September 2013
Anheuser-Busch InBev January 2011 - July 2011
Anheuser-Busch 2008 - 2010
Merrill Lynch Capital September 2002 - February 2008
Axios Investments, LLC 2007 - 2008
Piper Jaffray January 2000 - July 2002
A.G. Edwards March 1999 - December 1999
Skills
Mergers & Acquisitions, Investment Banking, CRM, Strategy, Marketing, Leadership, Competitive Analysis, Financial Analysis, Finance, Due Diligence, Valuation, Corporate Finance, Financial Modeling, Business Strategy, Business Planning
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Strategy, Finance, Management & Organizations
Saint Louis University 1995 — 1999
BSBA, Finance, Accounting
St. Xavier HS 1991 — 1995
Jennifer Streetman's Piper Jaffray Experience September 1997 - August 2006
Job Computer Programmer with Financial Services Background
Industry Computer Software
Experience
Central Park Private Wealth Management, LTD July 2008 - Present
In Your Own Words, Inc. August 2006 - Present
Piper Jaffray September 1997 - August 2006
UBS 2006 - 2006
Skills
Series 7, Series 63, Series 65, Programming Languages, C++, Java, HTML
Education
Regis University 1997 — 2000
BS, Computer Science
Stevens Elementary
Central Park Private Wealth Management, LTD July 2008 - Present
In Your Own Words, Inc. August 2006 - Present
Piper Jaffray September 1997 - August 2006
UBS 2006 - 2006
Skills
Series 7, Series 63, Series 65, Programming Languages, C++, Java, HTML
Education
Regis University 1997 — 2000
BS, Computer Science
Stevens Elementary
Tom Athenour's Piper Jaffray Experience January 1992 - 1994
Job CEO/Founder at SQLearning
Industry Education Management
Experience
SQLearning February 1998 - Present
International Learning Systems, Inc. February 1994 - February 1998
Piper Jaffray January 1992 - 1994
California Bancshares, Inc. 1984 - 1992
Skills
Sales Skills Training, Leadership Development, Management Consulting, Training, Selling Skills, Leadership, Staff Development, Coaching, Organizational..., E-Learning, Sales Management, Executive Coaching, Team Building, Employee Benefits, Executive Development, Team Leadership, Executive Management, Training Delivery, Management, Human Resources, Strategic Planning, Succession Planning, Recruiting, Organizational Design, Business Development, Personal Development, Employee Engagement, Instructor-led Training, Employee Training, Culture Change, Change Management, Talent Acquisition, New Business Development, Emotional Intelligence, Management Development, Workshop Facilitation, Employee Relations, Personnel Management, Business Strategy, Consulting, Strategy, Performance Management, Marketing, Talent Management, Performance Improvement, Public Speaking, Organizational..., Entrepreneurship, Start-ups, Instructional Design
Education
Saint Mary's College of California 1985 — 1990
MBA, Marketing
Santa Clara University 1977 — 1981
BSC, Marketing
SQLearning February 1998 - Present
International Learning Systems, Inc. February 1994 - February 1998
Piper Jaffray January 1992 - 1994
California Bancshares, Inc. 1984 - 1992
Skills
Sales Skills Training, Leadership Development, Management Consulting, Training, Selling Skills, Leadership, Staff Development, Coaching, Organizational..., E-Learning, Sales Management, Executive Coaching, Team Building, Employee Benefits, Executive Development, Team Leadership, Executive Management, Training Delivery, Management, Human Resources, Strategic Planning, Succession Planning, Recruiting, Organizational Design, Business Development, Personal Development, Employee Engagement, Instructor-led Training, Employee Training, Culture Change, Change Management, Talent Acquisition, New Business Development, Emotional Intelligence, Management Development, Workshop Facilitation, Employee Relations, Personnel Management, Business Strategy, Consulting, Strategy, Performance Management, Marketing, Talent Management, Performance Improvement, Public Speaking, Organizational..., Entrepreneurship, Start-ups, Instructional Design
Education
Saint Mary's College of California 1985 — 1990
MBA, Marketing
Santa Clara University 1977 — 1981
BSC, Marketing
Bill MacLean's Piper Jaffray Experience May 1998 - October 2003
Job Associate Pastor at Mount Olivet Lutheran Church
Industry Religious Institutions
Experience
Mount Olivet Lutheran Church July 2013 - Present
Mount Olivet Lutheran Church March 2012 - June 2013
Bethlehem Lutheran Church September 2009 - August 2010
University of Minnesota Medical Center, Fairview June 2009 - August 2009
US Bank September 1989 - May 2009
Piper Jaffray May 1998 - October 2003
Skills
Non-profits, Leadership Development, Public Speaking, Policy, Non-profit..., Preaching, Pastoral Care, Program Development, Higher Education, Career Counseling, Theology, Grant Writing, Strategy, Staff Development, Program Management, Building Relationships, Management Consulting, Outlook, Supervisory Skills, Religion, Contract Negotiation, New Business Development, Project Planning, Fixed Income, Conflict Resolution, Negotiation, Blogging, Adult Education, Recruiting, Psychotherapy, Pastoral, System Administration, Advertising, Curriculum Development, Liturgy, Youth Ministry, Spanish, Treasury Management, Marketing Communications, Creative Writing, Sales Management, Analysis, Retirement Planning, Personal Development, Employee Training, Management, Discipleship, Sales, Business Strategy, Small Business
Education
Luther Seminary 2010 — 2011
M.A.-non-degree, Theological Studies
Bethel Seminary 2004 — 2011
M.Div., Pastoral Care
Rollins College 1972 — 1976
Bachelor of Arts (BA), Behavioral Science
Edina High School 1968 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Concord Elementary School
Mount Olivet Lutheran Church July 2013 - Present
Mount Olivet Lutheran Church March 2012 - June 2013
Bethlehem Lutheran Church September 2009 - August 2010
University of Minnesota Medical Center, Fairview June 2009 - August 2009
US Bank September 1989 - May 2009
Piper Jaffray May 1998 - October 2003
Skills
Non-profits, Leadership Development, Public Speaking, Policy, Non-profit..., Preaching, Pastoral Care, Program Development, Higher Education, Career Counseling, Theology, Grant Writing, Strategy, Staff Development, Program Management, Building Relationships, Management Consulting, Outlook, Supervisory Skills, Religion, Contract Negotiation, New Business Development, Project Planning, Fixed Income, Conflict Resolution, Negotiation, Blogging, Adult Education, Recruiting, Psychotherapy, Pastoral, System Administration, Advertising, Curriculum Development, Liturgy, Youth Ministry, Spanish, Treasury Management, Marketing Communications, Creative Writing, Sales Management, Analysis, Retirement Planning, Personal Development, Employee Training, Management, Discipleship, Sales, Business Strategy, Small Business
Education
Luther Seminary 2010 — 2011
M.A.-non-degree, Theological Studies
Bethel Seminary 2004 — 2011
M.Div., Pastoral Care
Rollins College 1972 — 1976
Bachelor of Arts (BA), Behavioral Science
Edina High School 1968 — 1971
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Concord Elementary School
Gregory DeSalvo's Piper Jaffray Experience November 2009 - November 2010
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
Barclays Investment Bank May 2015 - Present
JPMorgan Chase & Co. April 2014 - May 2015
J.P. Morgan April 2013 - March 2014
J.P. Morgan February 2011 - March 2013
Piper Jaffray November 2009 - November 2010
Goldman Sachs Asset Management September 2000 - October 2009
Prudential Investments October 1993 - September 2000
Skills
Asset Managment, Bloomberg, Equities, Hedge Funds, Internal Controls, Investment Banking, Portfolio Management, Trading, Asset Management, Derivatives, Electronic Trading, Equity Trading, Financial Services, Options, Strategy, Alternative Investments, Capital Markets, Investments, Fixed Income
Education
Seton Hall University 1992 — 1995
MBA, Finance
The College of New Jersey 1990 — 1993
bs
Barclays Investment Bank May 2015 - Present
JPMorgan Chase & Co. April 2014 - May 2015
J.P. Morgan April 2013 - March 2014
J.P. Morgan February 2011 - March 2013
Piper Jaffray November 2009 - November 2010
Goldman Sachs Asset Management September 2000 - October 2009
Prudential Investments October 1993 - September 2000
Skills
Asset Managment, Bloomberg, Equities, Hedge Funds, Internal Controls, Investment Banking, Portfolio Management, Trading, Asset Management, Derivatives, Electronic Trading, Equity Trading, Financial Services, Options, Strategy, Alternative Investments, Capital Markets, Investments, Fixed Income
Education
Seton Hall University 1992 — 1995
MBA, Finance
The College of New Jersey 1990 — 1993
bs
James Purtle's Piper Jaffray Experience 1991 - 1998
Job Sr. Vice President of Investments at Feltl and Company
Industry Financial Services
Experience
Feltl and Company May 2005 - Present
RBC Dain Rauscher January 1998 - April 2005
Piper Jaffray 1991 - 1998
Skills
Alternative Investments, Investments, Series 7, Portfolio Management, Equities, Financial Services, Securities, Wealth Management, Asset Management, Series 63, Asset Allocation, Fixed Annuities, Mutual Funds
Education
Saint John's University 1988 — 1991
Feltl and Company May 2005 - Present
RBC Dain Rauscher January 1998 - April 2005
Piper Jaffray 1991 - 1998
Skills
Alternative Investments, Investments, Series 7, Portfolio Management, Equities, Financial Services, Securities, Wealth Management, Asset Management, Series 63, Asset Allocation, Fixed Annuities, Mutual Funds
Education
Saint John's University 1988 — 1991
Todd Warburton's Piper Jaffray Experience October 2000 - May 2006
Job Senior Vice President Investments, Branch Manager, Raymond James
Industry Investment Management
Experience
Raymond James May 2006 - Present
Piper Jaffray October 2000 - May 2006
Skills
Investments, Asset Allocation, Securities, Financial Advisory, Investment Management, Financial Services, Estate Planning, Retirement, Banking, Mutual Funds, Finance, Series 7, Wealth Management, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Regis University 1998 — 1999
BS, Business Administration
University of Colorado Boulder 1982 — 1987
Raymond James May 2006 - Present
Piper Jaffray October 2000 - May 2006
Skills
Investments, Asset Allocation, Securities, Financial Advisory, Investment Management, Financial Services, Estate Planning, Retirement, Banking, Mutual Funds, Finance, Series 7, Wealth Management, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Portfolio Management, Investment Advisory, Alternative Investments
Education
University of Pennsylvania - The Wharton School 2003 — 2004
Certified Investment Management Analyst Program
Regis University 1998 — 1999
BS, Business Administration
University of Colorado Boulder 1982 — 1987
Mark Argento's Piper Jaffray Experience 2000 - 2003
Job Head of Capital Markets, Senior Research Analyst at Lake Street Capital Markets, LLC
Industry Capital Markets
Experience
Lake Street Capital Markets, LLC October 2012 - Present
Craig-Hallum Capital Group August 2005 - August 2012
ThinkEquity Partners September 2003 - July 2005
Piper Jaffray 2000 - 2003
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Hedge Funds, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Venture Capital, Corporate Development
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
St. John's University 1990 — 1994
BA, Political Science and Government
Lake Street Capital Markets, LLC October 2012 - Present
Craig-Hallum Capital Group August 2005 - August 2012
ThinkEquity Partners September 2003 - July 2005
Piper Jaffray 2000 - 2003
Skills
Equity Research, Equity Valuation, Financial Modeling, Equities, Hedge Funds, Valuation, Series 7, Bloomberg, Capital Markets, Private Equity, Investment Banking, Investments, Alternative Investments, Venture Capital, Corporate Development
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA
St. John's University 1990 — 1994
BA, Political Science and Government
Gus Richard's Piper Jaffray Experience November 2007 - January 2014
Job Analyst at Northland Capital Markets
Industry Financial Services
Experience
Northland Capital Markets August 2014 - Present
Auguste Research February 2014 - August 2014
Piper Jaffray November 2007 - January 2014
First Albany Capital 2002 - 2007
EGM Capital 1999 - 2001
Hambrecht & Quist 1996 - 1999
Ultratech 1985 - 1990
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Investments, Corporate Development, Portfolio Management, Investor Relations, Corporate Finance, Semiconductor Industry, Semiconductor Process, MEMS, Internet of Things
Education
Purdue University 1982 — 1984
M.S., Physics
Rochester Institute of Technology 1977 — 1982
B.S, Physics
Northland Capital Markets August 2014 - Present
Auguste Research February 2014 - August 2014
Piper Jaffray November 2007 - January 2014
First Albany Capital 2002 - 2007
EGM Capital 1999 - 2001
Hambrecht & Quist 1996 - 1999
Ultratech 1985 - 1990
Skills
Equity Research, Equities, Valuation, Financial Modeling, Capital Markets, Investment Banking, Hedge Funds, Equity Valuation, Investments, Corporate Development, Portfolio Management, Investor Relations, Corporate Finance, Semiconductor Industry, Semiconductor Process, MEMS, Internet of Things
Education
Purdue University 1982 — 1984
M.S., Physics
Rochester Institute of Technology 1977 — 1982
B.S, Physics
Pamela Hofstadter's Piper Jaffray Experience November 2006 - October 2012
Job Book keeper (parttime) at St Mary's Episcopal Church
Industry Accounting
Experience
St Mary's Episcopal Church September 2013 - Present
Wells Fargo October 2012 - Present
Piper Jaffray November 2006 - October 2012
AmerisourceBergen September 1999 - November 2006
Kohl's Department Stores July 1995 - August 2000
Arby's Restaurant Group, Inc. December 1989 - July 1995
Education
University of Phoenix Online 2003 — 2006
Rasmussen College-Minnesota 1994 — 1996
Business Management/Accounting
St. Cloud State University 1990 — 1992
General Studies
St Mary's Episcopal Church September 2013 - Present
Wells Fargo October 2012 - Present
Piper Jaffray November 2006 - October 2012
AmerisourceBergen September 1999 - November 2006
Kohl's Department Stores July 1995 - August 2000
Arby's Restaurant Group, Inc. December 1989 - July 1995
Education
University of Phoenix Online 2003 — 2006
Rasmussen College-Minnesota 1994 — 1996
Business Management/Accounting
St. Cloud State University 1990 — 1992
General Studies
Jay Pfeiffer's Piper Jaffray Experience 1981 - 1982
Job Principal at Pfeiffer High Investor Relations, Inc.
Industry Financial Services
Experience
Pfeiffer High Investor Relations, Inc. 1982 - Present
Piper Jaffray 1981 - 1982
Rocky Mountain News 1978 - 1981
Marietta Times 1977 - 1978
Skills
Investor Relations, Strategy, Corporate Communications, IPO, Finance, Strategic Planning, Venture Capital, Start-ups, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Development, Crisis Communications, Message Development, Marketing Communications, Executive Management, Strategic Communications, Private Placements, Financial Services, Reputation Management, Public Companies, Strategic Partnerships, Restructuring, Communication Training, Business Strategy, M&A experience, Speech Writing, Funding, Media Relations, Entrepreneurship, Business Development, Corporate Finance, Valuation, Public Relations, Internal Communications
Education
Ohio University 1972 — 1977
Bachelor of Science, Journalism
Pfeiffer High Investor Relations, Inc. 1982 - Present
Piper Jaffray 1981 - 1982
Rocky Mountain News 1978 - 1981
Marietta Times 1977 - 1978
Skills
Investor Relations, Strategy, Corporate Communications, IPO, Finance, Strategic Planning, Venture Capital, Start-ups, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Development, Crisis Communications, Message Development, Marketing Communications, Executive Management, Strategic Communications, Private Placements, Financial Services, Reputation Management, Public Companies, Strategic Partnerships, Restructuring, Communication Training, Business Strategy, M&A experience, Speech Writing, Funding, Media Relations, Entrepreneurship, Business Development, Corporate Finance, Valuation, Public Relations, Internal Communications
Education
Ohio University 1972 — 1977
Bachelor of Science, Journalism
T. Nicholas Tran's Piper Jaffray Experience May 2000 - August 2001
Job Manager Web Analytics, Forecasting, Reporting, Digital Media Research
Industry Internet
Experience
Disney ABC Television Group October 2012 - February 2014
Disney ABC Television Group September 2010 - September 2012
Bank of America September 2005 - December 2007
Bank of America March 2005 - September 2005
Bank of America September 2001 - February 2005
Piper Jaffray May 2000 - August 2001
Skills
Digital Strategy, Digital Media, Forecasting, Digital Marketing, Project Management, Research, Web Analytics, Video Analytics, Advertising Operations, Online Advertising, Online Research, Nielsen, Omniture, comScore, Freewheel, Financial Modeling, Financial Analysis, Competitive Analysis, Analysis, Analytics
Education
Seattle University 2007 — 2009
MBA, Finance
University of Washington 1997 — 2001
BA, Business Administration
Disney ABC Television Group October 2012 - February 2014
Disney ABC Television Group September 2010 - September 2012
Bank of America September 2005 - December 2007
Bank of America March 2005 - September 2005
Bank of America September 2001 - February 2005
Piper Jaffray May 2000 - August 2001
Skills
Digital Strategy, Digital Media, Forecasting, Digital Marketing, Project Management, Research, Web Analytics, Video Analytics, Advertising Operations, Online Advertising, Online Research, Nielsen, Omniture, comScore, Freewheel, Financial Modeling, Financial Analysis, Competitive Analysis, Analysis, Analytics
Education
Seattle University 2007 — 2009
MBA, Finance
University of Washington 1997 — 2001
BA, Business Administration
Adrian Burgos's Piper Jaffray Experience 1996 - 2004
Job Managed Solutions Group Relationship Manager at Merrill Lynch Bank of America
Industry Financial Services
Experience
Merrill Lynch Bank of America October 2012 - Present
Merrill Lynch May 2007 - December 2012
Merrill Lynch Investment Managers November 2004 - September 2007
BlackRock September 2006 - May 2007
Piper Jaffray 1996 - 2004
Skills
Equities, Fixed Income, Mutual Funds, Series 63, Series 7, Asset Allocation, Uniform Combined State..., Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Finance
Merrill Lynch Bank of America October 2012 - Present
Merrill Lynch May 2007 - December 2012
Merrill Lynch Investment Managers November 2004 - September 2007
BlackRock September 2006 - May 2007
Piper Jaffray 1996 - 2004
Skills
Equities, Fixed Income, Mutual Funds, Series 63, Series 7, Asset Allocation, Uniform Combined State..., Wealth Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS, Finance
Patty Cacak's Piper Jaffray Experience 1982 - 1994
Job Senior V.P. at SeattleNW Securities
Industry Financial Services
Experience
Seattle-NW Securities 1994 - Present
Piper Jaffray 1982 - 1994
Foster & Marshall, Inc. 1977 - 1982
Education
Seattle University 1986 — 1989
MBA
University of Nebraska at Kearney 1973 — 1976
B.A., Secondary Education / Business
Seattle-NW Securities 1994 - Present
Piper Jaffray 1982 - 1994
Foster & Marshall, Inc. 1977 - 1982
Education
Seattle University 1986 — 1989
MBA
University of Nebraska at Kearney 1973 — 1976
B.A., Secondary Education / Business
Scott Schopen's Piper Jaffray Experience 2003 - 2010
Job CEO at Performiture
Industry Internet
Experience
Performiture 2013 - Present
Specific Media 2011 - 2013
Piper Jaffray 2003 - 2010
Coremetrics 1999 - 2002
Onsale.com 1997 - 1999
Robertson Stephens & Co. 1995 - 1997
Skills
Strategic Partnerships, Start-ups, Venture Capital, Product Management, Online Advertising, Business Strategy, Financial Modeling, Entrepreneurship, Corporate Development, Mergers & Acquisitions
Education
Princeton University 1991 — 1995
A.B., Economics
Performiture 2013 - Present
Specific Media 2011 - 2013
Piper Jaffray 2003 - 2010
Coremetrics 1999 - 2002
Onsale.com 1997 - 1999
Robertson Stephens & Co. 1995 - 1997
Skills
Strategic Partnerships, Start-ups, Venture Capital, Product Management, Online Advertising, Business Strategy, Financial Modeling, Entrepreneurship, Corporate Development, Mergers & Acquisitions
Education
Princeton University 1991 — 1995
A.B., Economics
Darren Acheson's Piper Jaffray Experience 1991 - 2002
Job Managing Director at Mill City Capital
Industry Venture Capital & Private Equity
Experience
Mill City Capital LLC April 2011 - Present
Goldner Hawn Johnson & Morrison 2003 - 2010
Piper Jaffray 1991 - 2002
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Yale University
Mill City Capital LLC April 2011 - Present
Goldner Hawn Johnson & Morrison 2003 - 2010
Piper Jaffray 1991 - 2002
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Yale University
Charles Kennedy's Piper Jaffray Experience November 2010 - March 2012
Job Senior VP, Operations at Thesys Technologies, LLC
Industry Capital Markets
Experience
Thesys Technologies, LLC February 2013 - Present
Financial Services Technology May 2012 - February 2013
Piper Jaffray November 2010 - March 2012
Piper Jaffray July 2007 - October 2010
Piper Jaffray April 2006 - June 2007
Piper Jaffray May 2005 - April 2006
Crown Financial Group March 2004 - April 2005
Knight Capital Group May 2000 - March 2004
Defense Contracting January 1990 - March 2000
US Navy November 1982 - December 1989
Skills
Capital Markets, Market Structure, Market Making, Series 63, Algorithms, Algorithm Design, Market Data, Market Microstructure, Series 7, Series 24, Equity Trading, Project Management, Business Intelligence, Requirements Analysis, Integration, Order Management, Trading System, Investments, Software Development, Asset Managment, Back Office, Investment Banking, Asset Management, Structured Products, Business Analysis, Equity Research, Strategy, Interest Rate..., FX trading, Financial Services, Management Consulting, Business Requirements, Commodity, Trading Strategies, Emerging Markets, Bonds, Bloomberg Terminal
Education
Penn State University 1978 — 1982
Bachelor's Degree, Electrical Engineering
University of Maryland University College
Masters degree, International Management
Thesys Technologies, LLC February 2013 - Present
Financial Services Technology May 2012 - February 2013
Piper Jaffray November 2010 - March 2012
Piper Jaffray July 2007 - October 2010
Piper Jaffray April 2006 - June 2007
Piper Jaffray May 2005 - April 2006
Crown Financial Group March 2004 - April 2005
Knight Capital Group May 2000 - March 2004
Defense Contracting January 1990 - March 2000
US Navy November 1982 - December 1989
Skills
Capital Markets, Market Structure, Market Making, Series 63, Algorithms, Algorithm Design, Market Data, Market Microstructure, Series 7, Series 24, Equity Trading, Project Management, Business Intelligence, Requirements Analysis, Integration, Order Management, Trading System, Investments, Software Development, Asset Managment, Back Office, Investment Banking, Asset Management, Structured Products, Business Analysis, Equity Research, Strategy, Interest Rate..., FX trading, Financial Services, Management Consulting, Business Requirements, Commodity, Trading Strategies, Emerging Markets, Bonds, Bloomberg Terminal
Education
Penn State University 1978 — 1982
Bachelor's Degree, Electrical Engineering
University of Maryland University College
Masters degree, International Management
David M. Sweig's Piper Jaffray Experience June 2005 - April 2008
Job Partner at Harmony Holding Partners Ltd
Industry Investment Management
Experience
Harmony Holding Partners Ltd January 2012 - Present
Diamond Foods, Inc. 2014 - 2015
Bain & Company May 2008 - December 2011
Piper Jaffray June 2005 - April 2008
Ernst & Young 1996 - 2005
Development Specialists, Inc (DSI) January 1990 - May 1996
Skills
Capital Structure, Investment Banking, Asset Management, Private Equity, Private Placements, Strategic Planning, Operations Management, Team Leadership, Portfolio Management, Mergers & Acquisitions, Working Capital..., Global Business..., Global Strategy
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Finance
Tufts University 1984 — 1988
BA, Political Science
Harmony Holding Partners Ltd January 2012 - Present
Diamond Foods, Inc. 2014 - 2015
Bain & Company May 2008 - December 2011
Piper Jaffray June 2005 - April 2008
Ernst & Young 1996 - 2005
Development Specialists, Inc (DSI) January 1990 - May 1996
Skills
Capital Structure, Investment Banking, Asset Management, Private Equity, Private Placements, Strategic Planning, Operations Management, Team Leadership, Portfolio Management, Mergers & Acquisitions, Working Capital..., Global Business..., Global Strategy
Education
Northwestern University - Kellogg School of Management 1993 — 1996
MBA, Finance
Tufts University 1984 — 1988
BA, Political Science
Kathleen Driscoll's Piper Jaffray Experience August 2010 - Present
Job at Piper Jaffray
Industry Information Technology and Services
Experience
Piper Jaffray August 2010 - Present
LPS April 2009 - August 2010
American Express September 2007 - January 2009
Ecolab August 2006 - September 2007
Xanodyne Pharmaceuticals May 2004 - June 2006
Shire Pharmaceuticals March 2000 - August 2004
Skills
Lotus Notes, Customer Service, Microsoft Office, Leadership, Access, Budgets, CRM, Employee Relations, Human Resources, Management, Marketing, Mergers, Microsoft Excel, Strategic Planning, Strategy, Training, Troubleshooting, Visio
Education
Post University 2008 — 2009
Legal Studies, Paralegal
University of Cincinnati College of Business 1996 — 2000
Business
Glenbard East High School
Piper Jaffray August 2010 - Present
LPS April 2009 - August 2010
American Express September 2007 - January 2009
Ecolab August 2006 - September 2007
Xanodyne Pharmaceuticals May 2004 - June 2006
Shire Pharmaceuticals March 2000 - August 2004
Skills
Lotus Notes, Customer Service, Microsoft Office, Leadership, Access, Budgets, CRM, Employee Relations, Human Resources, Management, Marketing, Mergers, Microsoft Excel, Strategic Planning, Strategy, Training, Troubleshooting, Visio
Education
Post University 2008 — 2009
Legal Studies, Paralegal
University of Cincinnati College of Business 1996 — 2000
Business
Glenbard East High School
Manny Abin's Piper Jaffray Experience May 2010 - July 2011
Job Regional DirectorPrincipal Funds
Industry Financial Services
Experience
Principal Financial Group March 2014 - Present
Northern Trust Global Investments September 2011 - March 2014
Piper Jaffray May 2010 - July 2011
Columbia Management October 2007 - May 2010
Merrill Lynch/ Morgan Stanley team June 2006 - September 2007
Skills
Series 7, Series 66, series 31, ETFs, Mutual Funds, Fixed Income Trading, Fixed Income Products, Asset Management, Bloomberg Terminal, Alternative Investments, Consultative Selling, Structured Products, Salesforce.com, Bonds, Asset Allocation, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Finance, Series 63, Selling, Uniform Combined State..., FINRA
Education
St. Peter's College 2002 — 2006
business management, concentration finance and economics
Principal Financial Group March 2014 - Present
Northern Trust Global Investments September 2011 - March 2014
Piper Jaffray May 2010 - July 2011
Columbia Management October 2007 - May 2010
Merrill Lynch/ Morgan Stanley team June 2006 - September 2007
Skills
Series 7, Series 66, series 31, ETFs, Mutual Funds, Fixed Income Trading, Fixed Income Products, Asset Management, Bloomberg Terminal, Alternative Investments, Consultative Selling, Structured Products, Salesforce.com, Bonds, Asset Allocation, Investment Strategies, Capital Markets, Fixed Income, Financial Advisory, Finance, Series 63, Selling, Uniform Combined State..., FINRA
Education
St. Peter's College 2002 — 2006
business management, concentration finance and economics
Rachel Brewster, CAIA's Piper Jaffray Experience August 2003 - April 2005
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Jeng Jia Hung's Piper Jaffray Experience 2007 - 2009
Job IT Consultant
Industry Information Technology and Services
Experience
Siemens IT Solutions and Services, Inc. September 2000 - August 2009
Piper Jaffray 2007 - 2009
Education
San Francisco State University
Bachelor of Science
Siemens IT Solutions and Services, Inc. September 2000 - August 2009
Piper Jaffray 2007 - 2009
Education
San Francisco State University
Bachelor of Science
Jerry Jungbauer's Piper Jaffray Experience April 2013 - Present
Job Principal at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2013 - Present
Stifel Nicolaus 2008 - 2013
AXA Investment Managers 2006 - 2008
Education
CFA Institute
Chartered Financial Analyst
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
Saint Mary's University of Minnesota 1974 — 1978
BA, Mathematics
Piper Jaffray April 2013 - Present
Stifel Nicolaus 2008 - 2013
AXA Investment Managers 2006 - 2008
Education
CFA Institute
Chartered Financial Analyst
University of Minnesota - Carlson School of Management 1980 — 1983
MBA, Finance
Saint Mary's University of Minnesota 1974 — 1978
BA, Mathematics
Kari Davis's Piper Jaffray Experience October 1996 - January 2007
Job Kolpin Customer Care Advocate, Polaris Industries.
Industry Financial Services
Experience
Polaris Industries July 2010 - Present
Wells Fargo Home Mortgage March 2010 - June 2010
Textron Financial July 2008 - November 2009
Allianz Life May 2007 - July 2008
Piper Jaffray October 1996 - January 2007
Piper Jaffray November 1996 - September 2002
Skills
Account Management, Management, CRM, Strategy, Portfolio Management, Business Development, Financial Services, Sales Operations, Customer Service, Direct Sales, Leadership, Strategic Planning, Credit, Finance, Sales, Credit Management, Integrity, Self-motivated Team..., Collections, Event Planning, Employee Training, Creative Problem Solving, Non-profit Volunteer, Corporate Finance, Outstanding time..., Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Process Improvement, Accounts Receivable, Loans, Corporate Credit, Time Management
Education
Northwestern College 2005 — 2007
B.S., Business Administration
Polaris Industries July 2010 - Present
Wells Fargo Home Mortgage March 2010 - June 2010
Textron Financial July 2008 - November 2009
Allianz Life May 2007 - July 2008
Piper Jaffray October 1996 - January 2007
Piper Jaffray November 1996 - September 2002
Skills
Account Management, Management, CRM, Strategy, Portfolio Management, Business Development, Financial Services, Sales Operations, Customer Service, Direct Sales, Leadership, Strategic Planning, Credit, Finance, Sales, Credit Management, Integrity, Self-motivated Team..., Collections, Event Planning, Employee Training, Creative Problem Solving, Non-profit Volunteer, Corporate Finance, Outstanding time..., Project Management, Microsoft Office, Microsoft Word, Microsoft Excel, Sales Management, Process Improvement, Accounts Receivable, Loans, Corporate Credit, Time Management
Education
Northwestern College 2005 — 2007
B.S., Business Administration
Patrick Tinucci's Piper Jaffray Experience February 1998 - August 2006
Job Senior Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management October 2008 - Present
Piper Jaffray February 1998 - August 2006
Education
Saint John's University 1981 — 1985
ECON
RBC Wealth Management October 2008 - Present
Piper Jaffray February 1998 - August 2006
Education
Saint John's University 1981 — 1985
ECON
Aaron Lillybridge's Piper Jaffray Experience 1999 - 2002
Job VP Strategy and Business Development
Industry Hospital & Health Care
Experience
Hospira December 2014 - Present
Baird Capital July 2005 - June 2014
Galen Partners 2002 - 2004
Piper Jaffray 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2004 — 2005
Master of Business Administration (M.B.A.), Management and Strategy, Finance
University of Washington 1995 — 1999
Hospira December 2014 - Present
Baird Capital July 2005 - June 2014
Galen Partners 2002 - 2004
Piper Jaffray 1999 - 2002
Education
Northwestern University - Kellogg School of Management 2004 — 2005
Master of Business Administration (M.B.A.), Management and Strategy, Finance
University of Washington 1995 — 1999
Gregory Hagen's Piper Jaffray Experience June 1995 - Present
Job Managing Director Institutional Fixed Income Investments at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 1995 - Present
US Bancorp Investments June 1995 - December 2003
Education
Oregon State University 1992 — 1996
Bachelor, Finance, Macro Economics
Piper Jaffray June 1995 - Present
US Bancorp Investments June 1995 - December 2003
Education
Oregon State University 1992 — 1996
Bachelor, Finance, Macro Economics
Raymond Sich's Piper Jaffray Experience 1999 - 2006
Job Experienced Manager Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2010 - Present
UBS Wealth Management 2006 - 2008
Piper Jaffray 1999 - 2006
US Bancorp 1988 - 1999
Education
Portland State University
BS, Economics
Morgan Stanley Wealth Management February 2010 - Present
UBS Wealth Management 2006 - 2008
Piper Jaffray 1999 - 2006
US Bancorp 1988 - 1999
Education
Portland State University
BS, Economics
Wesley Ringo's Piper Jaffray Experience September 1996 - March 2001
Job Chief Compliance Officer at Hilliard Lyons
Industry Investment Banking
Experience
Hilliard Lyons November 2006 - Present
Northern Trust Securities, Inc. March 2001 - November 2006
Piper Jaffray September 1996 - March 2001
Skills
Securities, Securities Regulation, Investment Advisory, Series 7, Investment Advisers Act, Investment Company Act, FINRA, Mutual Funds, AML, Equities, SEC, Asset Managment, Series 63
Education
Quinlan School of Business, Loyola University Chicago
MBA, Economics/Accounting
Saint Louis University
AB, Arts and Sciences
University of Wisconsin-Madison
JD, Law
Hilliard Lyons November 2006 - Present
Northern Trust Securities, Inc. March 2001 - November 2006
Piper Jaffray September 1996 - March 2001
Skills
Securities, Securities Regulation, Investment Advisory, Series 7, Investment Advisers Act, Investment Company Act, FINRA, Mutual Funds, AML, Equities, SEC, Asset Managment, Series 63
Education
Quinlan School of Business, Loyola University Chicago
MBA, Economics/Accounting
Saint Louis University
AB, Arts and Sciences
University of Wisconsin-Madison
JD, Law
Michael F Barry's Piper Jaffray Experience May 2015 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Sterne Agee February 2013 - May 2015
Stifel Nicolaus Weisel September 2009 - February 2013
Merrill Lynch October 2007 - January 2009
Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA with Distinction, Finance
Princeton University 1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program
Piper Jaffray May 2015 - Present
Sterne Agee February 2013 - May 2015
Stifel Nicolaus Weisel September 2009 - February 2013
Merrill Lynch October 2007 - January 2009
Skills
Investments, Equities, Capital Markets, Banking, Fixed Income, Private Equity, Financial Analysis, Due Diligence, Hedge Funds, Mergers & Acquisitions, Investment Banking, Management, Series 7, Financial Modeling, Capital Structure, Valuation, Financial Services, Structured Finance, Portfolio Management, Structured Products, Equity Research, Series 63, Derivatives, Investment Strategies, Corporate Finance, Alternative Investments, Asset Management, Venture Capital, Financial Markets, Securities, Strategic Financial..., Bonds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA with Distinction, Finance
Princeton University 1978 — 1982
AB Summa Cum Laude, Politics, Polical Economy Program
Stephen Santele's Piper Jaffray Experience October 1998 - Present
Job Applications Consultant at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 1998 - Present
Education
Saint John's University 1972 — 1976
BA, Natural Sciences
Piper Jaffray October 1998 - Present
Education
Saint John's University 1972 — 1976
BA, Natural Sciences
Stephen Dragos's Piper Jaffray Experience 1993 - 2002
Job Director of Sales and Trading
Industry Financial Services
Experience
Northland Capital markets December 2010 - Present
ThinkEquity LLC 2002 - 2008
Piper Jaffray 1993 - 2002
Thompson McKinnon 1989 - 1989
Thompson McKinnon 1989 - 1989
Education
Pace University 1983 — 1987
BS, Criminal Science
Northland Capital markets December 2010 - Present
ThinkEquity LLC 2002 - 2008
Piper Jaffray 1993 - 2002
Thompson McKinnon 1989 - 1989
Thompson McKinnon 1989 - 1989
Education
Pace University 1983 — 1987
BS, Criminal Science
Christopher Jacklin's Piper Jaffray Experience April 2000 - April 2003
Job Director, Sales at HANDYGUYZ INC.
Industry Investment Management
Experience
Key Investment Services April 2015 - Present
Action Tax March 2014 - March 2015
HANDYGUYZ INC. June 2013 - December 2013
CSJ Consulting September 2007 - June 2013
AOR April 2003 - September 2007
Piper Jaffray April 2000 - April 2003
Washington Mutual 1997 - 1999
Skills
Series 24, Series 7, 401k, Wealth Management, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, ETFs, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds, Insurance, Start-ups, Business Development, Finance, Management, Sales, Risk Management, Customer Service, Financial Planning, Sales Management
Education
Seattle Pacific University 1992 — 1995
Bachelor's degree, Finance
Seattle Pacific University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, Economics
Key Investment Services April 2015 - Present
Action Tax March 2014 - March 2015
HANDYGUYZ INC. June 2013 - December 2013
CSJ Consulting September 2007 - June 2013
AOR April 2003 - September 2007
Piper Jaffray April 2000 - April 2003
Washington Mutual 1997 - 1999
Skills
Series 24, Series 7, 401k, Wealth Management, Retirement Planning, Retirement, Life Insurance, Fixed Annuities, ETFs, Series 63, Asset Allocation, Strategic Financial..., Investment Strategies, Investment Management, Mutual Funds, Insurance, Start-ups, Business Development, Finance, Management, Sales, Risk Management, Customer Service, Financial Planning, Sales Management
Education
Seattle Pacific University 1992 — 1995
Bachelor's degree, Finance
Seattle Pacific University 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance, Economics
Alex Rodawig's Piper Jaffray Experience June 1988 - 2001
Job Managing Partner at Aalfs Manufacturing
Industry Apparel & Fashion
Experience
Aalfs Manufacturing 2011 - Present
Wells Fargo October 2001 - October 2011
Piper Jaffray June 1988 - 2001
Education
Northwestern University - Kellogg School of Management 2000 — 2000
Executive Development Program
St. Olaf College 1984 — 1988
BA, Economics
Aalfs Manufacturing 2011 - Present
Wells Fargo October 2001 - October 2011
Piper Jaffray June 1988 - 2001
Education
Northwestern University - Kellogg School of Management 2000 — 2000
Executive Development Program
St. Olaf College 1984 — 1988
BA, Economics
Jaci Swigart's Piper Jaffray Experience May 2002 - September 2003
Job Senior Associate Manager, eCommerce at The Clorox Company
Industry Consumer Goods
Experience
The Clorox Company June 2012 - Present
The Clorox Company August 2006 - June 2012
Piper Jaffray May 2002 - September 2003
Skills
Employee Relations, Organizational..., Employee Engagement, Talent Management, Succession Planning
Education
Northwestern College 1998 — 2002
Public Relations
The Clorox Company June 2012 - Present
The Clorox Company August 2006 - June 2012
Piper Jaffray May 2002 - September 2003
Skills
Employee Relations, Organizational..., Employee Engagement, Talent Management, Succession Planning
Education
Northwestern College 1998 — 2002
Public Relations
Jeffrey Winaker's Piper Jaffray Experience October 2002 - June 2004
Job Founder and Chief Executive Officer at Wave Performance, LLC
Industry Online Media
Experience
Wave Performance, LLC September 2012 - Present
Castlemont Development January 2011 - December 2014
Safedocs October 2013 - April 2014
Bloomberg January 2010 - April 2011
JMP Securities November 2007 - October 2009
RBC Capital Markets September 2004 - October 2006
Piper Jaffray October 2002 - June 2004
Robertson Stephens 1997 - 2002
Skills
Sales, Real Estate, Equities, Medical Devices, Structured Finance, Marketing, Investment Banking, Financial Structuring, Derivatives, Solution Selling, Business Development, Analysis, Start-ups, New Business Development, Marketing Strategy, Negotiation, Bonds, Private Placements, Strategy, Management
Education
Kellogg Graduate School of Management 1992 — 1994
MBA with honors, Finance, Organizational Behavior, Public Management
Stanford University 1984 — 1988
BS, Industrial Engineering
Wave Performance, LLC September 2012 - Present
Castlemont Development January 2011 - December 2014
Safedocs October 2013 - April 2014
Bloomberg January 2010 - April 2011
JMP Securities November 2007 - October 2009
RBC Capital Markets September 2004 - October 2006
Piper Jaffray October 2002 - June 2004
Robertson Stephens 1997 - 2002
Skills
Sales, Real Estate, Equities, Medical Devices, Structured Finance, Marketing, Investment Banking, Financial Structuring, Derivatives, Solution Selling, Business Development, Analysis, Start-ups, New Business Development, Marketing Strategy, Negotiation, Bonds, Private Placements, Strategy, Management
Education
Kellogg Graduate School of Management 1992 — 1994
MBA with honors, Finance, Organizational Behavior, Public Management
Stanford University 1984 — 1988
BS, Industrial Engineering
Jo-Lynne Carter - Mahome's Piper Jaffray Experience October 2003 - June 2008
Job Business Analyst and Content Editor at CGN Global
Industry Information Technology and Services
Experience
CGN Global October 2011 - Present
The John Buck Company September 2010 - October 2011
Blackwell Consulting February 2009 - September 2010
Synch-Solutions June 2008 - February 2009
Piper Jaffray October 2003 - June 2008
MedImmune August 2001 - August 2003
Russell Reynolds Associates July 1999 - August 2001
The Coca-Cola Company February 1995 - July 1999
Skills
Lotus Notes, Software Documentation, Project Management, Vendor Management, Program Management, Human Resources, Process Improvement, Project Coordination, Project Planning, FrontPage, Workshop Facilitation, Recruiting, Business Analysis
Education
Robert Morris University - Illinois
CGN Global October 2011 - Present
The John Buck Company September 2010 - October 2011
Blackwell Consulting February 2009 - September 2010
Synch-Solutions June 2008 - February 2009
Piper Jaffray October 2003 - June 2008
MedImmune August 2001 - August 2003
Russell Reynolds Associates July 1999 - August 2001
The Coca-Cola Company February 1995 - July 1999
Skills
Lotus Notes, Software Documentation, Project Management, Vendor Management, Program Management, Human Resources, Process Improvement, Project Coordination, Project Planning, FrontPage, Workshop Facilitation, Recruiting, Business Analysis
Education
Robert Morris University - Illinois
Andres Diamond-Ortiz's Piper Jaffray Experience June 2007 - March 2008
Job Senior Vice President at Estrada Hinojosa
Industry Investment Banking
Experience
Estrada Hinojosa March 2008 - Present
Piper Jaffray June 2007 - March 2008
Public Financial Management 2005 - 2007
UTMB June 2001 - July 2006
Nassau Inn 2001 - 2005
Community Youth Development Program June 1996 - August 2000
Skills
Financial Modeling, Financial Analysis, Capital Markets, Investments, Due Diligence, Investment Banking, Corporate Finance, Valuation, Fixed Income, Bloomberg, Bonds, Securities, Structured Finance, Financial Structuring, Hedge Funds, Private Equity, Alternative Investments, Project Finance, Series 7, Portfolio Management
Education
The University of Texas at Austin 2012 — 2014
Masters in Public Affairs
Princeton University 2000 — 2005
AB, Economics
Estrada Hinojosa March 2008 - Present
Piper Jaffray June 2007 - March 2008
Public Financial Management 2005 - 2007
UTMB June 2001 - July 2006
Nassau Inn 2001 - 2005
Community Youth Development Program June 1996 - August 2000
Skills
Financial Modeling, Financial Analysis, Capital Markets, Investments, Due Diligence, Investment Banking, Corporate Finance, Valuation, Fixed Income, Bloomberg, Bonds, Securities, Structured Finance, Financial Structuring, Hedge Funds, Private Equity, Alternative Investments, Project Finance, Series 7, Portfolio Management
Education
The University of Texas at Austin 2012 — 2014
Masters in Public Affairs
Princeton University 2000 — 2005
AB, Economics
Paul Heaney's Piper Jaffray Experience September 2003 - July 2009
Job Manager of Municipal Trading Desk at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2009 - Present
Piper Jaffray September 2003 - July 2009
Legg Mason June 2002 - September 2003
Miller Johnson Steichen Kinnard January 1997 - May 2002
Juran & Moody, Inc. March 1993 - January 1997
John G Kinnard & Co. July 1983 - March 1993
Skills
Series 7, Series 9,..., Series 24, FINRA, Product Management, Municipal Bonds, Product Development, Institutional Sales, Series 63, Bonds, Internal Marketing, Fixed Income, Investments, Securities, Portfolio Management, Trading, Financial Services
Education
Saint Mary's University of Minnesota 1979 — 1983
BA, Communications
Cretin Derham Hall 1975 — 1979
Ameriprise Financial Services, Inc. September 2009 - Present
Piper Jaffray September 2003 - July 2009
Legg Mason June 2002 - September 2003
Miller Johnson Steichen Kinnard January 1997 - May 2002
Juran & Moody, Inc. March 1993 - January 1997
John G Kinnard & Co. July 1983 - March 1993
Skills
Series 7, Series 9,..., Series 24, FINRA, Product Management, Municipal Bonds, Product Development, Institutional Sales, Series 63, Bonds, Internal Marketing, Fixed Income, Investments, Securities, Portfolio Management, Trading, Financial Services
Education
Saint Mary's University of Minnesota 1979 — 1983
BA, Communications
Cretin Derham Hall 1975 — 1979
Darrie Nelson's Piper Jaffray Experience 1997 - 2005
Job Executive Director at Riverside Bible Camp
Industry Religious Institutions
Experience
Riverside Bible Camp 2005 - Present
Piper Jaffray 1997 - 2005
Education
Northwestern College 1990 — 1995
BA, Finance
Riverside Bible Camp 2005 - Present
Piper Jaffray 1997 - 2005
Education
Northwestern College 1990 — 1995
BA, Finance
Kristian Gottman's Piper Jaffray Experience August 2015 - Present
Job Treasury Team Lead/Supervisor at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2015 - Present
Piper Jaffray March 2015 - August 2015
Piper Jaffray July 2014 - March 2015
Land O'Lakes May 2012 - July 2014
Consumer Loan Services, LLC September 2010 - April 2012
Associated Bank October 2008 - September 2010
Subway Sandwiches July 2005 - August 2008
Skills
Finance, Leadership, Accounts Payable, Analysis, Management, Cash Management, Account Reconciliation, Accounts Receivable, Financial Analysis, Banking, Customer Service, CTP Candidate June-July...
Education
University of Saint Thomas - School of Business 2013 — 2016
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Wisconsin-La Crosse 2007 — 2010
BS, Finance & Management
Rochester Community and Technical College 2005 — 2007
Associates, Liberal Arts and Sciences; Liberal Arts
Piper Jaffray August 2015 - Present
Piper Jaffray March 2015 - August 2015
Piper Jaffray July 2014 - March 2015
Land O'Lakes May 2012 - July 2014
Consumer Loan Services, LLC September 2010 - April 2012
Associated Bank October 2008 - September 2010
Subway Sandwiches July 2005 - August 2008
Skills
Finance, Leadership, Accounts Payable, Analysis, Management, Cash Management, Account Reconciliation, Accounts Receivable, Financial Analysis, Banking, Customer Service, CTP Candidate June-July...
Education
University of Saint Thomas - School of Business 2013 — 2016
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Wisconsin-La Crosse 2007 — 2010
BS, Finance & Management
Rochester Community and Technical College 2005 — 2007
Associates, Liberal Arts and Sciences; Liberal Arts
Thomas Coan, CFA's Piper Jaffray Experience October 2014 - Present
Job Municipal Trading and Underwriting at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray October 2014 - Present
Piper Jaffray August 2013 - October 2014
Piper Jaffray July 2010 - August 2013
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Series 63, Securities, Capital Markets, Microsoft Excel, FINRA, Bloomberg Terminal, Microsoft Office, Passed CFA Level II Exam, Mutual Funds, Derivatives, Municipal Bonds, Trading, Electronic Trading, Swaps, Trading Systems, Interest Rate..., Trading Strategies
Education
Providence College 2006 — 2010
Bachelor of Science (B.S.), Finance
Piper Jaffray October 2014 - Present
Piper Jaffray August 2013 - October 2014
Piper Jaffray July 2010 - August 2013
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Series 63, Securities, Capital Markets, Microsoft Excel, FINRA, Bloomberg Terminal, Microsoft Office, Passed CFA Level II Exam, Mutual Funds, Derivatives, Municipal Bonds, Trading, Electronic Trading, Swaps, Trading Systems, Interest Rate..., Trading Strategies
Education
Providence College 2006 — 2010
Bachelor of Science (B.S.), Finance
Ryan Wickesberg's Piper Jaffray Experience May 2010 - August 2010
Job MBA Candidate, Kellogg School of Management, Northwestern University
Industry Financial Services
Experience
Northwestern Mutual Capital January 2013 - May 2015
Robert W. Baird & Co. July 2011 - January 2013
Piper Jaffray May 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2007 — 2011
Bachelor's Degree
Cedarburg High School
Northwestern Mutual Capital January 2013 - May 2015
Robert W. Baird & Co. July 2011 - January 2013
Piper Jaffray May 2010 - August 2010
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2007 — 2011
Bachelor's Degree
Cedarburg High School
Mike Haglin's Piper Jaffray Experience June 1994 - June 1995
Job Division Vice President at Thrivent Financial
Industry Financial Services
Experience
Thrivent Financial January 2008 - Present
Thrivent Financial January 2005 - January 2008
Thrivent FInancial April 2002 - January 2005
Ameriprise 1995 - 2002
Piper Jaffray June 1994 - June 1995
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Accounting and Finance
Thrivent Financial January 2008 - Present
Thrivent Financial January 2005 - January 2008
Thrivent FInancial April 2002 - January 2005
Ameriprise 1995 - 2002
Piper Jaffray June 1994 - June 1995
Education
Northwestern University - Kellogg School of Management 1992 — 1994
Master of Business Administration (M.B.A.), Accounting and Finance
dick hufnagel's Piper Jaffray Experience January 1992 - April 2008
Job Sales Manager at Municipal Capital Markets Group
Industry Investment Banking
Experience
Municipal Capital Markets Group March 2009 - Present
Piper Jaffray January 1992 - April 2008
Boettcher & Co. March 1979 - January 1992
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Private Equity, Valuation, Bloomberg, Financial Modeling, M&A experience, Series 7, Business Analysis, Investments
Education
Penn State University 1954 — 1959
BS, Finance
Mt. Lebanon High School 1951 — 1954
Municipal Capital Markets Group March 2009 - Present
Piper Jaffray January 1992 - April 2008
Boettcher & Co. March 1979 - January 1992
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Private Equity, Valuation, Bloomberg, Financial Modeling, M&A experience, Series 7, Business Analysis, Investments
Education
Penn State University 1954 — 1959
BS, Finance
Mt. Lebanon High School 1951 — 1954
Ryan Russell's Piper Jaffray Experience November 2010 - July 2014
Job MBA Candidate, Kellogg School of Management
Industry Financial Services
Experience
Kellogg School of Management September 2014 - Present
Medtronic June 2015 - August 2015
Piper Jaffray November 2010 - July 2014
IBM December 2007 - November 2010
Skills
Forecasting, Six Sigma, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Investments, Bloomberg, Financial Reporting, Equities, Capital Markets, Due Diligence, Microsoft Excel, Analysis, Finance, Strategy, Marketing, Marketing Strategy
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance, Investment and Banking
Kellogg School of Management September 2014 - Present
Medtronic June 2015 - August 2015
Piper Jaffray November 2010 - July 2014
IBM December 2007 - November 2010
Skills
Forecasting, Six Sigma, Financial Modeling, Valuation, Corporate Finance, Investment Banking, Investments, Bloomberg, Financial Reporting, Equities, Capital Markets, Due Diligence, Microsoft Excel, Analysis, Finance, Strategy, Marketing, Marketing Strategy
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison - School of Business 2005 — 2009
BBA, Finance, Investment and Banking
Philip Enan's Piper Jaffray Experience August 2010 - August 2011
Job VP, Global Corporate Development at ACE Group
Industry Insurance
Experience
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
ACE Group September 2013 - Present
BMO Capital Markets August 2011 - September 2013
Piper Jaffray August 2010 - August 2011
Sunridge Capital Advisors November 2007 - August 2010
Deutsche Bank September 2006 - November 2007
Merrill Lynch September 2005 - September 2006
Aon Benfield November 2001 - June 2003
Credit Suisse June 2000 - October 2001
Skills
Investment Banking, Capital Markets, Mergers & Acquisitions, Financial Analysis, Insurance, Reinsurance, Corporate Development, Finance, Strategy
Education
Northwestern University - Kellogg School of Management 2003 — 2005
Master of Business Administration (MBA) with Distinction, Accounting and Finance
Stanford University 1996 — 2000
Bachelor of Arts (BA), International Relations
Akin Adekoya's Piper Jaffray Experience June 2011 - August 2011
Job Director at Fitch Ratings
Industry Financial Services
Experience
Fitch Ratings May 2015 - Present
Hartford Investment Management February 2013 - Present
Heard Capital January 2012 - December 2012
Piper Jaffray June 2011 - August 2011
Creative Circle December 2008 - August 2009
ARAMARK May 2006 - November 2008
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Finance, Accounting
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD), Commercial Lending, Bankruptcy, International Trade
University of Illinois at Urbana-Champaign 2001 — 2006
B.S., Electrical Engineering, Mathematics
Culver Academies 1997 — 2001
Fitch Ratings May 2015 - Present
Hartford Investment Management February 2013 - Present
Heard Capital January 2012 - December 2012
Piper Jaffray June 2011 - August 2011
Creative Circle December 2008 - August 2009
ARAMARK May 2006 - November 2008
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Finance, Accounting
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD), Commercial Lending, Bankruptcy, International Trade
University of Illinois at Urbana-Champaign 2001 — 2006
B.S., Electrical Engineering, Mathematics
Culver Academies 1997 — 2001
Veronica Rogers's Piper Jaffray Experience August 2012 - Present
Job Executive Assistant
Industry Investment Banking
Experience
Piper Jaffray August 2012 - Present
Morgan Stanley March 2011 - Present
Clickatell May 2010 - September 2010
Merrill Lynch February 2007 - May 2010
Shapell Homes September 2006 - February 2007
City of Hayward July 2006 - September 2006
InterVideo, Inc February 2004 - July 2006
InterVideo, Inc April 2003 - February 2004
Skills
Fax, Microsoft Office, Sales, Multi-line Phone, Oracle Applications, Concur, Travel Arrangements, Heavy Calendaring, Management, Filing
Education
Ohlone College 2000 — 2002
AA, Liberal Arts
Piper Jaffray August 2012 - Present
Morgan Stanley March 2011 - Present
Clickatell May 2010 - September 2010
Merrill Lynch February 2007 - May 2010
Shapell Homes September 2006 - February 2007
City of Hayward July 2006 - September 2006
InterVideo, Inc February 2004 - July 2006
InterVideo, Inc April 2003 - February 2004
Skills
Fax, Microsoft Office, Sales, Multi-line Phone, Oracle Applications, Concur, Travel Arrangements, Heavy Calendaring, Management, Filing
Education
Ohlone College 2000 — 2002
AA, Liberal Arts
Nathan Race's Piper Jaffray Experience April 2015 - Present
Job Research Analyst at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray April 2015 - Present
Sterne Agee June 2011 - March 2015
The League Corp May 2010 - August 2010
Bairexport May 2009 - August 2009
ShoreBank Corp May 2008 - August 2008
Skills
Series 7, Series 63, Series 86, Series 87, Bloomberg, Equities, Financial Modeling, FINRA, Capital Markets, Equity Research, Bloomberg Terminal, Research, Securities, Alternative Investments, Equity Valuation, Hedge Funds, Financial Analysis
Education
Rollins College 2007 — 2010
Bachelor of Sciences, Economics, International Business
Piper Jaffray April 2015 - Present
Sterne Agee June 2011 - March 2015
The League Corp May 2010 - August 2010
Bairexport May 2009 - August 2009
ShoreBank Corp May 2008 - August 2008
Skills
Series 7, Series 63, Series 86, Series 87, Bloomberg, Equities, Financial Modeling, FINRA, Capital Markets, Equity Research, Bloomberg Terminal, Research, Securities, Alternative Investments, Equity Valuation, Hedge Funds, Financial Analysis
Education
Rollins College 2007 — 2010
Bachelor of Sciences, Economics, International Business
Christian David Heitzman's Piper Jaffray Experience July 2005 - July 2009
Job Vice President Granite Community Bank
Industry Banking
Experience
Granite Community Bank (The First National Bank of Cold Spring) September 2009 - Present
Piper Jaffray July 2005 - July 2009
The First National Bank of Cold Spring July 2003 - July 2005
BHF-BANK May 1997 - July 2003
Skills
Portfolio Management, Fixed Income, Financial Analysis, Equities, Investment Banking, Credit, Loans, Financial Markets, Bonds, Financial Structuring, Trading, Management, Risk Management, Credit Analysis, Interest Rate..., Securities, Commercial Banking, Strategic Planning, Business Strategy, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Financial Services
Universität Trier 1992 — 1993
Germanistik
Saint John's University 1988 — 1992
BA, Modern European Studies
Universität Salzburg 1990 — 1991
Germanistik
Granite Community Bank (The First National Bank of Cold Spring) September 2009 - Present
Piper Jaffray July 2005 - July 2009
The First National Bank of Cold Spring July 2003 - July 2005
BHF-BANK May 1997 - July 2003
Skills
Portfolio Management, Fixed Income, Financial Analysis, Equities, Investment Banking, Credit, Loans, Financial Markets, Bonds, Financial Structuring, Trading, Management, Risk Management, Credit Analysis, Interest Rate..., Securities, Commercial Banking, Strategic Planning, Business Strategy, Analysis
Education
St. John's University, The Peter J. Tobin College of Business 1996 — 1998
MBA, Financial Services
Universität Trier 1992 — 1993
Germanistik
Saint John's University 1988 — 1992
BA, Modern European Studies
Universität Salzburg 1990 — 1991
Germanistik
Sandra Park's Piper Jaffray Experience July 2005 - December 2006
Job Vice President at Stifel Nicolaus
Industry Investment Banking
Experience
Stifel, Nicolaus & Company, Incorporated September 2002 - Present
Piper Jaffray July 2005 - December 2006
Skills
Series 63, Series 52, Investment Banking
Education
Arizona State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Northwestern University 1998 — 2002
Bachelor of Arts, Political Science
Stifel, Nicolaus & Company, Incorporated September 2002 - Present
Piper Jaffray July 2005 - December 2006
Skills
Series 63, Series 52, Investment Banking
Education
Arizona State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Northwestern University 1998 — 2002
Bachelor of Arts, Political Science
Joe Mossa's Piper Jaffray Experience February 2001 - July 2006
Job Senior Vice President/ Mossa Group at UBS
Industry Financial Services
Experience
UBS 2006 - Present
Piper Jaffray February 2001 - July 2006
Prudential Securities April 1977 - February 2001
Skills
Series 7, Series 63, Wealth Management, Equities, Alternative Investments, Fixed Income, Series 65, Equity Research, MBS, Series 24
Education
Seton Hall University 1970 — 1971
Widener University 1965 — 1969
B.S. Economics, Economics
UBS 2006 - Present
Piper Jaffray February 2001 - July 2006
Prudential Securities April 1977 - February 2001
Skills
Series 7, Series 63, Wealth Management, Equities, Alternative Investments, Fixed Income, Series 65, Equity Research, MBS, Series 24
Education
Seton Hall University 1970 — 1971
Widener University 1965 — 1969
B.S. Economics, Economics
Elliot Lazar's Piper Jaffray Experience May 2011 - June 2011
Job Incoming Analyst at Northwood Investors
Industry Financial Services
Experience
Northwood Investors June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Piper Jaffray May 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.), Industrial Engineering, Senior
Northwood Investors June 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Piper Jaffray May 2011 - June 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office
Education
Northwestern University 2011 — 2015
Bachelor of Science (B.S.), Industrial Engineering, Senior
Kelsey Edralin's Piper Jaffray Experience 2003 - 2004
Job Sr. Treasury Analyst at Starbucks
Industry Retail
Experience
Starbucks April 2006 - Present
Bernstein Global Wealth Management 2004 - 2006
Piper Jaffray 2003 - 2004
Skills
Cash Management
Education
Seattle University
Bachelor's degree, Finance
Starbucks April 2006 - Present
Bernstein Global Wealth Management 2004 - 2006
Piper Jaffray 2003 - 2004
Skills
Cash Management
Education
Seattle University
Bachelor's degree, Finance
Sheri Gunnari's Piper Jaffray Experience September 2005 - July 2012
Job n/a
Industry Financial Services
Experience
Piper Jaffray September 2005 - July 2012
Education
Oregon State University
Bachelor of Business Administration (B.B.A.)
Piper Jaffray September 2005 - July 2012
Education
Oregon State University
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS