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
Jean Wolfe Jean Wolfe's Piper Jaffray Experience 1998 - 2004
Job Vice President at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Robert W. Baird & Co. January 2014 - Present
CliftonLarsonAllen November 2008 - November 2013
CliftonLarsonAllen Wealth Advisors, LLC February 2004 - November 2013
Piper Jaffray 1998 - 2004
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Series 7, Insurance, Wealth Management, Investments, Investment Advisory, Portfolio Management, Wealth, Life Insurance, Variable Annuities, Personal Financial..., Fixed Annuities
Education
St. Cloud State University 1979 — 1983
B.S., Marketing, Finance
Barb Steinhauser Barb Steinhauser's Piper Jaffray Experience January 2005 - December 2008
Job Manager at Blanski Peter Kronlage & Zoch, P.A.
Industry Accounting
Experience
Blanski Peter Kronlage & Zoch, P.A. November 2013 - Present
Barbara J. Steinhauser, CPA P.L.C. 2009 - Present
Barbara J. Steinhauser, CPA, P.L.C. 2009 - Present
Piper Jaffray January 2005 - December 2008
Skills
Accounting, Tax, Auditing, CPA, GAAP, Financial Accounting, Finance, Forecasting, Financial Statements, Mergers & Acquisitions, Small Business, Mergers, Budgets, Financial Reporting, IFRS, Risk Management, Valuation, Payroll, Divorce, Forensic Accounting, QuickBooks
Education
St. Francis University
B.S, Accounting
Blanski Peter Kronlage & Zoch, P.A. November 2013 - Present
Barbara J. Steinhauser, CPA P.L.C. 2009 - Present
Barbara J. Steinhauser, CPA, P.L.C. 2009 - Present
Piper Jaffray January 2005 - December 2008
Skills
Accounting, Tax, Auditing, CPA, GAAP, Financial Accounting, Finance, Forecasting, Financial Statements, Mergers & Acquisitions, Small Business, Mergers, Budgets, Financial Reporting, IFRS, Risk Management, Valuation, Payroll, Divorce, Forensic Accounting, QuickBooks
Education
St. Francis University
B.S, Accounting
Brian Ernst Brian Ernst's Piper Jaffray Experience April 2005 - May 2006
Job Branch Examiner at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2014 - Present
Creative Financial Group of NJ May 2013 - March 2014
Jackson Securities July 2011 - October 2012
Doley Securities, LLC October 2010 - May 2011
Electronic Global Securities March 2006 - October 2010
Piper Jaffray April 2005 - May 2006
VIE Financial February 2004 - March 2005
SG Cowen Securities July 1997 - July 2002
Education
Stockton University 1985 — 1989
Bachelor of Science, Marketing/ Finance
LPL Financial July 2014 - Present
Creative Financial Group of NJ May 2013 - March 2014
Jackson Securities July 2011 - October 2012
Doley Securities, LLC October 2010 - May 2011
Electronic Global Securities March 2006 - October 2010
Piper Jaffray April 2005 - May 2006
VIE Financial February 2004 - March 2005
SG Cowen Securities July 1997 - July 2002
Education
Stockton University 1985 — 1989
Bachelor of Science, Marketing/ Finance
Jonathan Beukelman Jonathan Beukelman's Piper Jaffray Experience July 1998 - December 1999
Job Managing Director Wealth Management, Senior Portfolio Manager at UBS
Industry Financial Services
Experience
UBS December 2008 - Present
Morgan Stanley January 2000 - December 2008
Piper Jaffray July 1998 - December 1999
Education
Taylor University 1994 — 1998
BA, Business
UC Berkeley Haas School of Business
CIMA, Finance
UBS December 2008 - Present
Morgan Stanley January 2000 - December 2008
Piper Jaffray July 1998 - December 1999
Education
Taylor University 1994 — 1998
BA, Business
UC Berkeley Haas School of Business
CIMA, Finance
Clare N. Jensen Clare N. Jensen's Piper Jaffray Experience September 2002 - August 2006
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. May 2014 - Present
Wells Fargo Advisors, LLC. February 2014 - April 2014
Wells Fargo Advisors, LLC March 2009 - February 2014
UBS Financial Services December 2006 - August 2008
Piper Jaffray September 2002 - August 2006
Piper Jaffray October 1995 - September 2002
Piper Jaffray April 1994 - October 1995
Piper Jaffray August 1992 - April 1994
Education
University of San Diego 1991 — 1991
Paralegal Certificate, Specialty: Corporations and Real Estate
St. Olaf College 1987 — 1991
Bachelor of Arts, Double Major: Economics (with a Management Concentration) and Urban Studies
Wells Fargo Advisors, LLC. May 2014 - Present
Wells Fargo Advisors, LLC. February 2014 - April 2014
Wells Fargo Advisors, LLC March 2009 - February 2014
UBS Financial Services December 2006 - August 2008
Piper Jaffray September 2002 - August 2006
Piper Jaffray October 1995 - September 2002
Piper Jaffray April 1994 - October 1995
Piper Jaffray August 1992 - April 1994
Education
University of San Diego 1991 — 1991
Paralegal Certificate, Specialty: Corporations and Real Estate
St. Olaf College 1987 — 1991
Bachelor of Arts, Double Major: Economics (with a Management Concentration) and Urban Studies
Brett Weisser Brett Weisser's Piper Jaffray Experience February 2010 - Present
Job Registered Sales Assistant/Fixed Income Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray February 2010 - Present
Skills
Investments, Portfolio Management, Equities, Fixed Income, Finance, Series 7, Financial Analysis, Asset Management, Financial Services, Customer Service
Education
St. Cloud State University 1988 — 1993
Finance/ Economics
Piper Jaffray February 2010 - Present
Skills
Investments, Portfolio Management, Equities, Fixed Income, Finance, Series 7, Financial Analysis, Asset Management, Financial Services, Customer Service
Education
St. Cloud State University 1988 — 1993
Finance/ Economics
Kristy Deike Kristy Deike's Piper Jaffray Experience October 2002 - May 2005
Job Contracts & Pricing Analyst
Industry Medical Devices
Experience
Sterilmed December 2014 - Present
Sterilmed February 2008 - March 2014
SIRVA Relocation May 2005 - January 2008
Piper Jaffray October 2002 - May 2005
Wolters Kluwer September 2001 - October 2002
Skills
Marketing, Product Launch, Cross-functional Team..., Marketing Strategy, Medical Devices, Account Management, Sales, Marketing Management, New Business Development, Marketing Communications, Sales Operations, Salesforce.com, Process Improvement, Product Development, Competitive Analysis, Forecasting, PowerPoint, Customer Service, Healthcare, Product Marketing, Market Development, Business Development, Budgets, Strategic Planning, Business Analysis, Sales Management, Management, Microsoft Excel, Project Management, Market Research
Education
University of St. Thomas
Certificate, Mini Masters of Project Management
St. Cloud State University
Bachelor of Science, Marketing
Sterilmed December 2014 - Present
Sterilmed February 2008 - March 2014
SIRVA Relocation May 2005 - January 2008
Piper Jaffray October 2002 - May 2005
Wolters Kluwer September 2001 - October 2002
Skills
Marketing, Product Launch, Cross-functional Team..., Marketing Strategy, Medical Devices, Account Management, Sales, Marketing Management, New Business Development, Marketing Communications, Sales Operations, Salesforce.com, Process Improvement, Product Development, Competitive Analysis, Forecasting, PowerPoint, Customer Service, Healthcare, Product Marketing, Market Development, Business Development, Budgets, Strategic Planning, Business Analysis, Sales Management, Management, Microsoft Excel, Project Management, Market Research
Education
University of St. Thomas
Certificate, Mini Masters of Project Management
St. Cloud State University
Bachelor of Science, Marketing
Wendy B. Wendy B.'s Piper Jaffray Experience 1995 - 2000
Job Commercial and family photographer
Industry Photography
Experience
wendy b. photography 2001 - Present
Piper Jaffray 1995 - 2000
CSC January 1990 - January 1995
Skills
Graphic Design, Photography, Commercial Photography, Portrait Photography, Advertising, Editing, Adobe Creative Suite, Event Planning, Marketing Communications, Lightroom, Corporate Communications, Marketing, Portraits, Web Design, Blogging, Social Media Marketing, Photoshop
Education
St. Catherine University
B.A., Communicaitons
University of Saint Thomas
Master Business Communicaiton, Communications
wendy b. photography 2001 - Present
Piper Jaffray 1995 - 2000
CSC January 1990 - January 1995
Skills
Graphic Design, Photography, Commercial Photography, Portrait Photography, Advertising, Editing, Adobe Creative Suite, Event Planning, Marketing Communications, Lightroom, Corporate Communications, Marketing, Portraits, Web Design, Blogging, Social Media Marketing, Photoshop
Education
St. Catherine University
B.A., Communicaitons
University of Saint Thomas
Master Business Communicaiton, Communications
Brent Otto Brent Otto's Piper Jaffray Experience 1990 - 2003
Job Growth Strategy | Account Development | New Business
Industry Marketing and Advertising
Experience
Aquent January 2015 - Present
St. Vincent de Paul May 2011 - Present
Celarity March 2014 - November 2014
Visible Customer May 2011 - June 2013
Creatis, Inc. May 2007 - May 2011
Business Impact Group 2003 - 2007
Piper Jaffray 1990 - 2003
Skills
New Business Development, Marketing Management, Account Management, Media Planning, Lead Generation, Marketing Strategy, ROMI, Integrated Marketing, Data-driven Marketing, Product Management, Marketing, Online Marketing, Business Development, Selling, Marketing Communications, Management, Sales, Email Marketing, Analytics, Advertising, Direct Marketing, Product Launch, Budgets, Interactive Marketing, Program Management, B2B, Sales Process, CRM, Digital Marketing, Product Marketing
Education
St. Cloud State University
Communications
Aquent January 2015 - Present
St. Vincent de Paul May 2011 - Present
Celarity March 2014 - November 2014
Visible Customer May 2011 - June 2013
Creatis, Inc. May 2007 - May 2011
Business Impact Group 2003 - 2007
Piper Jaffray 1990 - 2003
Skills
New Business Development, Marketing Management, Account Management, Media Planning, Lead Generation, Marketing Strategy, ROMI, Integrated Marketing, Data-driven Marketing, Product Management, Marketing, Online Marketing, Business Development, Selling, Marketing Communications, Management, Sales, Email Marketing, Analytics, Advertising, Direct Marketing, Product Launch, Budgets, Interactive Marketing, Program Management, B2B, Sales Process, CRM, Digital Marketing, Product Marketing
Education
St. Cloud State University
Communications
Leslie Muzulu's Piper Jaffray Experience March 2014 - August 2015
Job MBA Candidate at the University of St. Thomas Opus College of Business
Industry Financial Services
Experience
Piper Jaffray March 2014 - August 2015
University of St. Thomas 2015 - 2015
U.S. Bank September 2013 - December 2013
St. Catherine University February 2012 - May 2013
St Catherine University September 2010 - May 2013
St. Catherine University September 2009 - May 2013
Skills
Research, Teaching, Community Outreach, Public Speaking, Higher Education, Editing, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, English, Tutoring, Calculus, Critical Thinking, Statistics, Student Affairs, Student Development, Nonprofits, Java
Education
University of St. Thomas - Opus College of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
St. Catherine University 2009 — 2013
Bachelor's, Mathematics, Political Science, Summa Cum Laude
Monte Cassino Girl's High School 2002 — 2007
High School diploma, Mathematics, Biology and Chemistry
Piper Jaffray March 2014 - August 2015
University of St. Thomas 2015 - 2015
U.S. Bank September 2013 - December 2013
St. Catherine University February 2012 - May 2013
St Catherine University September 2010 - May 2013
St. Catherine University September 2009 - May 2013
Skills
Research, Teaching, Community Outreach, Public Speaking, Higher Education, Editing, Event Planning, PowerPoint, Microsoft Office, Microsoft Word, English, Tutoring, Calculus, Critical Thinking, Statistics, Student Affairs, Student Development, Nonprofits, Java
Education
University of St. Thomas - Opus College of Business 2015 — 2017
Master of Business Administration (MBA), Finance, General
St. Catherine University 2009 — 2013
Bachelor's, Mathematics, Political Science, Summa Cum Laude
Monte Cassino Girl's High School 2002 — 2007
High School diploma, Mathematics, Biology and Chemistry
Luke Bonde Luke Bonde's Piper Jaffray Experience June 2010 - August 2010
Job Data Integration Engineer at WhereToLive.com, Inc.
Industry Computer Software
Experience
WhereToLive.com, Inc. August 2014 - Present
St. Olaf College January 2014 - May 2014
St. Olaf College February 2013 - May 2014
Digi-Key Corporation June 2013 - August 2013
St. Olaf College September 2010 - May 2013
St. Olaf College September 2012 - December 2012
Century Gardens May 2011 - August 2012
Piper Jaffray June 2010 - August 2010
Skills
Programming, C++, Java, Python, LaTeX, Linux, C, Windows, Visual Studio, C#, Abstract Algebra, Combinatorics, Software Engineering, Software Development
Education
St. Olaf College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Computer Science
WhereToLive.com, Inc. August 2014 - Present
St. Olaf College January 2014 - May 2014
St. Olaf College February 2013 - May 2014
Digi-Key Corporation June 2013 - August 2013
St. Olaf College September 2010 - May 2013
St. Olaf College September 2012 - December 2012
Century Gardens May 2011 - August 2012
Piper Jaffray June 2010 - August 2010
Skills
Programming, C++, Java, Python, LaTeX, Linux, C, Windows, Visual Studio, C#, Abstract Algebra, Combinatorics, Software Engineering, Software Development
Education
St. Olaf College 2010 — 2014
Bachelor of Arts (B.A.), Mathematics and Computer Science
Scott Stoltenberg Scott Stoltenberg's Piper Jaffray Experience 1996 - 2006
Job Partner, Financial Advisor at Quad Cities Investment Group
Industry Financial Services
Experience
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 1996 - 2006
Heart of America 1994 - 1996
RSM McGladrey, Inc. 1990 - 1994
Education
St. Ambrose University 1987 — 1989
BA, Accounting & Business Administration
West High School
West High School
West High School
Quad Cities Investment Group 2010 - Present
UBS 2006 - 2009
Piper Jaffray 1996 - 2006
Heart of America 1994 - 1996
RSM McGladrey, Inc. 1990 - 1994
Education
St. Ambrose University 1987 — 1989
BA, Accounting & Business Administration
West High School
West High School
West High School
Jason Moran Jason Moran's Piper Jaffray Experience 2007 - 2008
Job Managing Director & Group Head Healthcare Life Sciences at KPMG Corporate Finance LLC
Industry Financial Services
Experience
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
KPMG Corporate Finance LLC 2015 - Present
CJM Advisors 2014 - 2015
Stanford Graduate School of Business 2013 - 2014
Stifel Nicolaus Weisel 2008 - 2012
Piper Jaffray 2007 - 2008
Piper Jaffray 2004 - 2007
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Molecular Devices 1999 - 1999
Banc of America Securities 1996 - 1999
Education
Stanford University Graduate School of Business 2013 — 2014
Master of Science (MS), Management
Yale University 1992 — 1996
Bachelor of Arts (BA), Biology
Scott Nicholas Scott Nicholas's Piper Jaffray Experience 2000 - 2004
Job Attorney / The Nicholas Law Office
Industry Law Practice
Experience
The Nicholas Law Office January 2014 - Present
North Bay Capital Management, L.P. August 2010 - June 2013
LightKeeper Investments 2007 - 2010
RiverSource Investments LLC 2005 - 2007
Minot Capital 2004 - 2005
Piper Jaffray 2000 - 2004
Dorsey & Whitney LLP 1998 - 2000
Testa, Hurwitz & Thibeault, LLP 1996 - 1998
Foley & Lardner LLP 1994 - 1995
Skills
Fundamental Analysis, Stock Picking, Big Data, Financial Markets, Trend Analysis, Technology, Python Coding, Perl Script
Education
Stanford Law School 1993 — 1996
Doctor of Law (JD)
Tufts University 1989 — 1993
Bachelor of Arts (B.A.), Russian and History, summa cum laude
The Nicholas Law Office January 2014 - Present
North Bay Capital Management, L.P. August 2010 - June 2013
LightKeeper Investments 2007 - 2010
RiverSource Investments LLC 2005 - 2007
Minot Capital 2004 - 2005
Piper Jaffray 2000 - 2004
Dorsey & Whitney LLP 1998 - 2000
Testa, Hurwitz & Thibeault, LLP 1996 - 1998
Foley & Lardner LLP 1994 - 1995
Skills
Fundamental Analysis, Stock Picking, Big Data, Financial Markets, Trend Analysis, Technology, Python Coding, Perl Script
Education
Stanford Law School 1993 — 1996
Doctor of Law (JD)
Tufts University 1989 — 1993
Bachelor of Arts (B.A.), Russian and History, summa cum laude
Lauren Keithahn Lauren Keithahn's Piper Jaffray Experience July 2013 - December 2013
Job Associate Business Analyst at Digital River
Industry
Experience
Digital River August 2014 - Present
Carbones Pizza January 2014 - Present
Rain Street Advisors, LLC June 2014 - September 2015
J. Grundy's Rueb'N'Stein January 2012 - February 2014
Piper Jaffray July 2013 - December 2013
ProGrowth Bank June 2011 - September 2011
ProGrowth Bank June 2010 - September 2010
ProGrowth Bank June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, Teaching, Leadership, Data Analysis, Time Management, Nonprofits
Education
St. Olaf College 2010 — 2014
Bachelor of Arts (BA), Economics (Finance/Management/International Economics)
Sibley East High School 2006 — 2010
Digital River August 2014 - Present
Carbones Pizza January 2014 - Present
Rain Street Advisors, LLC June 2014 - September 2015
J. Grundy's Rueb'N'Stein January 2012 - February 2014
Piper Jaffray July 2013 - December 2013
ProGrowth Bank June 2011 - September 2011
ProGrowth Bank June 2010 - September 2010
ProGrowth Bank June 2009 - September 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Social Media, Teamwork, Public Speaking, Teaching, Leadership, Data Analysis, Time Management, Nonprofits
Education
St. Olaf College 2010 — 2014
Bachelor of Arts (BA), Economics (Finance/Management/International Economics)
Sibley East High School 2006 — 2010
Martha Ginder Martha Ginder's Piper Jaffray Experience April 2014 - Present
Job Money Market Trader
Industry Financial Services
Experience
Piper Jaffray April 2014 - Present
Wells Fargo Securities October 2010 - March 2014
Phresh Spa Salon December 2007 - August 2012
Club Monaco November 2005 - May 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Outlook, Sales, Time Management, Event Planning, Retail, Teamwork, Social Networking, Marketing, Data Analysis
Education
College of St. Catherine 2005 — 2010
Bachelor of Science (B.S.), Accounting
American University of Rome
Italian Language and Literature
Piper Jaffray April 2014 - Present
Wells Fargo Securities October 2010 - March 2014
Phresh Spa Salon December 2007 - August 2012
Club Monaco November 2005 - May 2009
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Outlook, Sales, Time Management, Event Planning, Retail, Teamwork, Social Networking, Marketing, Data Analysis
Education
College of St. Catherine 2005 — 2010
Bachelor of Science (B.S.), Accounting
American University of Rome
Italian Language and Literature
Bobby Menefee's Piper Jaffray Experience 2005 - 2006
Job Legal Analyst
Industry Legal Services
Experience
Self-employed May 2013 - Present
Piper Jaffray 2005 - 2006
Skills
Litigation, Public Policy, Financial Modeling
Education
Southern University Law Center 2011 — 2013
Doctor of Law (JD), Law
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor's degree, Economics
Self-employed May 2013 - Present
Piper Jaffray 2005 - 2006
Skills
Litigation, Public Policy, Financial Modeling
Education
Southern University Law Center 2011 — 2013
Doctor of Law (JD), Law
University of North Carolina at Chapel Hill 2000 — 2005
Bachelor's degree, Economics
Lynn Kaye CFP(R), CIMA(R) Lynn Kaye CFP(R), CIMA(R)'s Piper Jaffray Experience December 1991 - August 1998
Job President, Wealth Advisor, Owner at Kaye Family Wealth Management
Industry Financial Services
Experience
LPL Financial May 2009 - Present
Kaye Family Wealth Management May 2009 - Present
Morgan Stanley Dean Witter August 1998 - May 2009
Piper Jaffray December 1991 - August 1998
Investment Advisers, Inc. January 1987 - December 1991
Skills
Series 7, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Asset Managment, Financial Advisory, Wealth Management..., Securities
Education
St. Cloud State University 1980 — 1982
BS Business, General Business, Marketing
University of Minnesota-Twin Cities
Pre-dentistry, College of Liberal Arts
Anoka Senior High
College of Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER(TM)
Wharton School, University of Pennsylvania
CIMA(R) Certified Investment Management Analyst
LPL Financial May 2009 - Present
Kaye Family Wealth Management May 2009 - Present
Morgan Stanley Dean Witter August 1998 - May 2009
Piper Jaffray December 1991 - August 1998
Investment Advisers, Inc. January 1987 - December 1991
Skills
Series 7, Estate Planning, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Strategic Financial..., Investments, Retirement, Investment Advisory, Asset Managment, Financial Advisory, Wealth Management..., Securities
Education
St. Cloud State University 1980 — 1982
BS Business, General Business, Marketing
University of Minnesota-Twin Cities
Pre-dentistry, College of Liberal Arts
Anoka Senior High
College of Financial Planning
CFP(R), CERTIFIED FINANCIAL PLANNER(TM)
Wharton School, University of Pennsylvania
CIMA(R) Certified Investment Management Analyst
Kari Zimmerman's Piper Jaffray Experience May 2011 - August 2011
Job Financial Analyst at General Mills
Industry Food Production
Experience
General Mills May 2012 - Present
Piper Jaffray May 2011 - August 2011
Skills
Strong analytical...
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language, Management Studies
Providence Academy High School 2004 — 2008
General Mills May 2012 - Present
Piper Jaffray May 2011 - August 2011
Skills
Strong analytical...
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), Spanish Language, Management Studies
Providence Academy High School 2004 — 2008
Lauren Pellicci's Piper Jaffray Experience January 2014 - Present
Job Risk Management Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2014 - Present
Turner Broadcasting June 2012 - January 2014
Piper Jaffray June 2011 - May 2012
Pellicci Ace Hardware March 2003 - August 2011
Skills
Mathematics, Economics, Econometrics, Financial Modeling, Statistical Modeling, Statistics, Forecasting, Financial Statements, Spanish, Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Essbase, Hyperion Financial..., PeopleSoft, R, LaTeX, Google Docs, Adobe Acrobat
Education
St. Olaf College 2008 — 2012
Bachelors of Arts, Economics, Mathematics, Statistics, Finance
Piper Jaffray January 2014 - Present
Turner Broadcasting June 2012 - January 2014
Piper Jaffray June 2011 - May 2012
Pellicci Ace Hardware March 2003 - August 2011
Skills
Mathematics, Economics, Econometrics, Financial Modeling, Statistical Modeling, Statistics, Forecasting, Financial Statements, Spanish, Accounting, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Essbase, Hyperion Financial..., PeopleSoft, R, LaTeX, Google Docs, Adobe Acrobat
Education
St. Olaf College 2008 — 2012
Bachelors of Arts, Economics, Mathematics, Statistics, Finance
Saundra Horman Saundra Horman's Piper Jaffray Experience February 2000 - July 2002
Job Administrative Professional
Industry Law Enforcement
Experience
State of Washington - Department of Corrections March 2003 - October 2013
LorianWorks August 2002 - March 2003
Piper Jaffray February 2000 - July 2002
CAS Architects, Inc., April 1999 - December 1999
Analog Devices May 1998 - April 1999
Marshall & Stevens, Inc. June 1979 - April 1998
Skills
Advanced Administrative..., Supervisory Skills, Appointment Scheduling, Records Management, Daily Operations, Office Management, Report Preparation, Resource Management, Confidentiality, Calendaring, Spreadsheets, Report Writing, Travel Planning, Data Entry, Executive Support, Administrative..., Office Administration, Fax, Business Correspondence, Outlook, Multi-line Phone, Accounts Payable, Calendars, Expense Reports, Policy, Meeting Scheduling, Meeting Planning, Travel Arrangements, Executive Level..., Executive..., Filing, Office Equipment
Education
Southern New Hampshire University 2014 — 2018
Bachelor's Degree, History
State of Washington - Department of Corrections March 2003 - October 2013
LorianWorks August 2002 - March 2003
Piper Jaffray February 2000 - July 2002
CAS Architects, Inc., April 1999 - December 1999
Analog Devices May 1998 - April 1999
Marshall & Stevens, Inc. June 1979 - April 1998
Skills
Advanced Administrative..., Supervisory Skills, Appointment Scheduling, Records Management, Daily Operations, Office Management, Report Preparation, Resource Management, Confidentiality, Calendaring, Spreadsheets, Report Writing, Travel Planning, Data Entry, Executive Support, Administrative..., Office Administration, Fax, Business Correspondence, Outlook, Multi-line Phone, Accounts Payable, Calendars, Expense Reports, Policy, Meeting Scheduling, Meeting Planning, Travel Arrangements, Executive Level..., Executive..., Filing, Office Equipment
Education
Southern New Hampshire University 2014 — 2018
Bachelor's Degree, History
John Mantz John Mantz's Piper Jaffray Experience January 2004 - March 2006
Job Recruiting Manager Financial Services at Robert Half International 6123399001
Industry Financial Services
Experience
Robert Half International January 2011 - Present
First American Funds April 2006 - January 2011
Piper Jaffray January 2004 - March 2006
Piper Jaffray September 2000 - December 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Business Development, Permanent Placement, Direct-hire, Placement Services, Contingent Search
Education
St. Cloud State University 1995 — 1999
Bachelor of Arts, International Relations
Robert Half International January 2011 - Present
First American Funds April 2006 - January 2011
Piper Jaffray January 2004 - March 2006
Piper Jaffray September 2000 - December 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Business Development, Permanent Placement, Direct-hire, Placement Services, Contingent Search
Education
St. Cloud State University 1995 — 1999
Bachelor of Arts, International Relations
Jenny Foley Jenny Foley's Piper Jaffray Experience September 2005 - Present
Job Business Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2005 - Present
Icebox Quality Framing and Gallery 2004 - 2005
Skills
Data Analysis, Microsoft Office, Windows Server, Process Improvement, Active Directory, Microsoft SQL Server, Business Analysis, Social Media Marketing, Vendor Management, Visio, Project Management
Education
St. Olaf College 2000 — 2004
Art History B.A.
Piper Jaffray September 2005 - Present
Icebox Quality Framing and Gallery 2004 - 2005
Skills
Data Analysis, Microsoft Office, Windows Server, Process Improvement, Active Directory, Microsoft SQL Server, Business Analysis, Social Media Marketing, Vendor Management, Visio, Project Management
Education
St. Olaf College 2000 — 2004
Art History B.A.
Claire Williams's Piper Jaffray Experience June 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Pharmaceuticals
Experience
Piper Jaffray June 2014 - Present
Metronome Partners LLC June 2013 - August 2013
University of Agriculture, Abeokuta January 2011 - August 2011
Skills
Research, Teamwork, Leadership, Marketing, Higher Education, Program Management, Community Outreach, Market Research, Time Management, Cross-functional Team..., Healthcare, Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy
St. Cloud State University 2007 — 2012
Bachelor of Science (B.S.), Biomedical Science, Minor, General Business, Cum Laude
Piper Jaffray June 2014 - Present
Metronome Partners LLC June 2013 - August 2013
University of Agriculture, Abeokuta January 2011 - August 2011
Skills
Research, Teamwork, Leadership, Marketing, Higher Education, Program Management, Community Outreach, Market Research, Time Management, Cross-functional Team..., Healthcare, Data Analysis, Microsoft Excel, PowerPoint, Financial Analysis, Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy
St. Cloud State University 2007 — 2012
Bachelor of Science (B.S.), Biomedical Science, Minor, General Business, Cum Laude
Robert Tollefson Robert Tollefson's Piper Jaffray Experience June 1998 - February 2000
Job Creative Director, Community & State at UnitedHealthcare
Industry Marketing and Advertising
Experience
UnitedHealthcare November 2011 - Present
Yamamoto Moss Mackenzie July 2011 - December 2011
Yamamoto Moss Mackenzie 2007 - July 2011
Mackenzie Marketing 2001 - 2008
Piper Jaffray June 1998 - February 2000
Piper Jaffray January 1992 - January 1996
Piper Jaffray June 1989 - January 1992
Skills
Integrated Marketing, Marketing, Marketing Management, Strategic Communications, Advertising, Direct Mail, Editing
Education
St. Cloud State University 1983 — 1988
B.S., Mass Communications, English, Graphic Design
UnitedHealthcare November 2011 - Present
Yamamoto Moss Mackenzie July 2011 - December 2011
Yamamoto Moss Mackenzie 2007 - July 2011
Mackenzie Marketing 2001 - 2008
Piper Jaffray June 1998 - February 2000
Piper Jaffray January 1992 - January 1996
Piper Jaffray June 1989 - January 1992
Skills
Integrated Marketing, Marketing, Marketing Management, Strategic Communications, Advertising, Direct Mail, Editing
Education
St. Cloud State University 1983 — 1988
B.S., Mass Communications, English, Graphic Design
John Pellicci John Pellicci's Piper Jaffray Experience April 1986 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 1986 - Present
Skills
Securities, Capital Markets, Derivatives, Series 63, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investments, Asset Management, Series 7, Hedge Funds, Bloomberg, Asset Allocation, Equities
Education
St. Olaf College 1980 — 1984
BA, Economics
Piper Jaffray April 1986 - Present
Skills
Securities, Capital Markets, Derivatives, Series 63, Alternative Investments, Bonds, Portfolio Management, Fixed Income, Investments, Asset Management, Series 7, Hedge Funds, Bloomberg, Asset Allocation, Equities
Education
St. Olaf College 1980 — 1984
BA, Economics
Nina Severini Nina Severini's Piper Jaffray Experience April 2002 - May 2006
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Piper Jaffray April 2002 - May 2006
Education
University of Washington 1996 — 1998
BA, Communications
St. John's College (NM) 1990 — 1992
Morgan Stanley June 2006 - Present
Piper Jaffray April 2002 - May 2006
Education
University of Washington 1996 — 1998
BA, Communications
St. John's College (NM) 1990 — 1992
Mimi Bendickson Mimi Bendickson's Piper Jaffray Experience 1992 - 1994
Job Distinctive Homes Division realtor at Coldwell Banker Burnet
Industry Real Estate
Experience
Coldwell Banker Burnet 2004 - Present
Saddlehorn LLC 2007 - 2007
RBC 1994 - 1997
Piper Jaffray 1992 - 1994
Gelderman Inc. Division of Con Agra 1987 - 1991
Skills
Short Sales, Real Estate, Buyer Representation, First Time Home Buyers, Selling
Education
St. Olaf College 1984 — 1987
Liberal Arts, Psychology, Religion, Asian Studies
Coldwell Banker Burnet 2004 - Present
Saddlehorn LLC 2007 - 2007
RBC 1994 - 1997
Piper Jaffray 1992 - 1994
Gelderman Inc. Division of Con Agra 1987 - 1991
Skills
Short Sales, Real Estate, Buyer Representation, First Time Home Buyers, Selling
Education
St. Olaf College 1984 — 1987
Liberal Arts, Psychology, Religion, Asian Studies
Darrin Nelson Darrin Nelson's Piper Jaffray Experience 1984 - 1997
Job at
Industry Sports
Experience
University of california irvine February 2011 - Present
Stanford University July 1997 - January 2011
Piper Jaffray 1984 - 1997
Minnesota Vikings July 1982 - December 1992
NFL Players Association 1982 - 1992
San Diego Chargers 1989 - 1991
Skills
Entertainment, Broadcast, Radio, Sports Management, Entrepreneurship, Sports, Management, Social Media, Fundraising, Sports Marketing, Social Networking, Public Speaking, Nonprofits, Customer Service, Research, Coaching, Teaching, Radio Broadcasting, Event Management, Sponsorship, Program Management, Start-ups, Event Planning, Social Media Marketing, Marketing, Facebook, Public Relations, Athletics, Community Outreach, Leadership, Media Relations, Athletic Administration
Education
Stanford University
University of california irvine February 2011 - Present
Stanford University July 1997 - January 2011
Piper Jaffray 1984 - 1997
Minnesota Vikings July 1982 - December 1992
NFL Players Association 1982 - 1992
San Diego Chargers 1989 - 1991
Skills
Entertainment, Broadcast, Radio, Sports Management, Entrepreneurship, Sports, Management, Social Media, Fundraising, Sports Marketing, Social Networking, Public Speaking, Nonprofits, Customer Service, Research, Coaching, Teaching, Radio Broadcasting, Event Management, Sponsorship, Program Management, Start-ups, Event Planning, Social Media Marketing, Marketing, Facebook, Public Relations, Athletics, Community Outreach, Leadership, Media Relations, Athletic Administration
Education
Stanford University
Barry Nordstrand Barry Nordstrand's Piper Jaffray Experience 1987 - 2005
Job CEO at Solutran
Industry Financial Services
Experience
Solutran June 2005 - Present
Piper Jaffray 1987 - 2005
Cargill 1984 - 1986
Skills
Start-ups, Selling, Management, Strategy, New Business Development, Fixed Income, Equity Trading, Executive Management, Business Development, Equities, Strategic Planning, Leadership, Electronic Payments, Marketing Strategy, Banking, Financial Services, Sales Management, Financial Analysis, Competitive Analysis, Investments
Education
St. Olaf College
University of Minnesota - Carlson School of Management
MBA
Solutran June 2005 - Present
Piper Jaffray 1987 - 2005
Cargill 1984 - 1986
Skills
Start-ups, Selling, Management, Strategy, New Business Development, Fixed Income, Equity Trading, Executive Management, Business Development, Equities, Strategic Planning, Leadership, Electronic Payments, Marketing Strategy, Banking, Financial Services, Sales Management, Financial Analysis, Competitive Analysis, Investments
Education
St. Olaf College
University of Minnesota - Carlson School of Management
MBA
Rick Hegge Rick Hegge's Piper Jaffray Experience May 1994 - September 2008
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2008 - Present
Piper Jaffray May 1994 - September 2008
Vermillion State Bank January 1988 - May 1994
Education
University of Wisconsin-Madison - School of Business 1989 — 1992
Graduate, Banking
Southwest Minnesota State University 1979 — 1983
B.S, Agriculture/Economics
RBC Wealth Management September 2008 - Present
Piper Jaffray May 1994 - September 2008
Vermillion State Bank January 1988 - May 1994
Education
University of Wisconsin-Madison - School of Business 1989 — 1992
Graduate, Banking
Southwest Minnesota State University 1979 — 1983
B.S, Agriculture/Economics
Joe Eberhardt Joe Eberhardt's Piper Jaffray Experience March 2000 - March 2001
Job President at Northern Lights Consulting, Inc.
Industry Information Technology and Services
Experience
Northern Lights Consulting, Inc. January 2009 - Present
Best Buy May 1999 - December 2008
Accenture 2005 - 2008
Piper Jaffray March 2000 - March 2001
Best Buy January 1998 - March 2001
HB Fuller 1996 - 1999
Skills
Data Modeling, Oracle, Unix, PL/SQL, Pro*C, Enterprise Architecture, Teradata, Informatica, Data Warehousing, Master Data Management, Erwin, SDLC, SOA, IT Strategy, DB2, ETL, Requirements Analysis, Agile Methodologies, Integration, Requirements Gathering
Education
St. Cloud State University 1983 — 1988
BS, Computer Science
Northern Lights Consulting, Inc. January 2009 - Present
Best Buy May 1999 - December 2008
Accenture 2005 - 2008
Piper Jaffray March 2000 - March 2001
Best Buy January 1998 - March 2001
HB Fuller 1996 - 1999
Skills
Data Modeling, Oracle, Unix, PL/SQL, Pro*C, Enterprise Architecture, Teradata, Informatica, Data Warehousing, Master Data Management, Erwin, SDLC, SOA, IT Strategy, DB2, ETL, Requirements Analysis, Agile Methodologies, Integration, Requirements Gathering
Education
St. Cloud State University 1983 — 1988
BS, Computer Science
Benjamin Adler Benjamin Adler's Piper Jaffray Experience September 2014 - Present
Job Equity Research Associate Biotechnology at Piper Jaffray
Industry Biotechnology
Experience
Piper Jaffray September 2014 - Present
Stony Brook University September 2013 - September 2014
Stony Brook University September 2007 - August 2013
Stony Brook University January 2005 - August 2005
Skills
RT-PCR, Flow Cytometry, Cell Culture, Histology, Biomedical Engineering, In Vivo, Bone, Fluorescence Microscopy, Labview, Statistics, Biomechanics, Matlab, Image Processing, Animal Models, ELISA, ImageJ, Stem Cells, Biomaterials, Immunohistochemistry, Balance Sheet, Ex Vivo
Education
State University of New York at Stony Brook 2007 — 2012
Ph.D, Biomedical Engineering
Stony Brook University 2007 — 2009
MS, Biomedical Engineering
Yeshiva B'nei Torah 2005 — 2007
Stony Brook University 2000 — 2004
B.E., Biomedical Engineering
Piper Jaffray September 2014 - Present
Stony Brook University September 2013 - September 2014
Stony Brook University September 2007 - August 2013
Stony Brook University January 2005 - August 2005
Skills
RT-PCR, Flow Cytometry, Cell Culture, Histology, Biomedical Engineering, In Vivo, Bone, Fluorescence Microscopy, Labview, Statistics, Biomechanics, Matlab, Image Processing, Animal Models, ELISA, ImageJ, Stem Cells, Biomaterials, Immunohistochemistry, Balance Sheet, Ex Vivo
Education
State University of New York at Stony Brook 2007 — 2012
Ph.D, Biomedical Engineering
Stony Brook University 2007 — 2009
MS, Biomedical Engineering
Yeshiva B'nei Torah 2005 — 2007
Stony Brook University 2000 — 2004
B.E., Biomedical Engineering
Cliff Gorman's Piper Jaffray Experience September 2006 - Present
Job at
Industry Financial Services
Experience
U.S. Bank October 2014 - Present
RBC Wealth Management August 2013 - Present
Piper Jaffray September 2006 - Present
Fairview Health Services August 2000 - September 2006
Skills
Corporate Finance, Financial Analysis, Market Share Analysis, Proformas, Accounting, Microsoft Excel, Access, Revenue Analysis, Cost Planning, Strategic Planning, Operating Budgets, MBA, Crystal Reports, Hyperion Enterprise, Essbase, PowerPoint, Microsoft Word, Expense Management, Healthcare, Financial Reporting, Financial Modeling, Financial Services
Education
Carlson School of Management 2002 — 2006
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Southwest Minnesota State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
U.S. Bank October 2014 - Present
RBC Wealth Management August 2013 - Present
Piper Jaffray September 2006 - Present
Fairview Health Services August 2000 - September 2006
Skills
Corporate Finance, Financial Analysis, Market Share Analysis, Proformas, Accounting, Microsoft Excel, Access, Revenue Analysis, Cost Planning, Strategic Planning, Operating Budgets, MBA, Crystal Reports, Hyperion Enterprise, Essbase, PowerPoint, Microsoft Word, Expense Management, Healthcare, Financial Reporting, Financial Modeling, Financial Services
Education
Carlson School of Management 2002 — 2006
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Southwest Minnesota State University 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Susan Brown Owens Susan Brown Owens's Piper Jaffray Experience August 1995 - October 1996
Job Financial Services Attorney
Industry Law Practice
Experience
Fire Solutions, Inc. - Finance Insurance Regulation Education April 2013 - Present
Financial Industry Regulatory Authority May 2011 - Present
RBC Wealth Management May 1997 - February 2001
Principal Financial Securities October 1996 - April 1997
Piper Jaffray August 1995 - October 1996
Skills
Securities Regulation, Securities, FINRA, SEC, Series 24, Series 7, Mutual Funds
Education
Southern Methodist University
Bachelor of Science, Political Science
Southern Methodist University Dedman School of Law
Juris Doctorate
Fire Solutions, Inc. - Finance Insurance Regulation Education April 2013 - Present
Financial Industry Regulatory Authority May 2011 - Present
RBC Wealth Management May 1997 - February 2001
Principal Financial Securities October 1996 - April 1997
Piper Jaffray August 1995 - October 1996
Skills
Securities Regulation, Securities, FINRA, SEC, Series 24, Series 7, Mutual Funds
Education
Southern Methodist University
Bachelor of Science, Political Science
Southern Methodist University Dedman School of Law
Juris Doctorate
Anne Stadler Anne Stadler's Piper Jaffray Experience July 2009 - July 2010
Job Founder of Wearing White Appointments
Industry Information Technology and Services
Experience
Wearing White Appointments October 2011 - Present
Anne M Cramer, LLC 2011 - 2011
3M 2010 - 2011
Piper Jaffray July 2009 - July 2010
Piper Jaffray July 2007 - July 2009
Education
St. Olaf College
Wearing White Appointments October 2011 - Present
Anne M Cramer, LLC 2011 - 2011
3M 2010 - 2011
Piper Jaffray July 2009 - July 2010
Piper Jaffray July 2007 - July 2009
Education
St. Olaf College
Amy Harbort Amy Harbort's Piper Jaffray Experience January 2006 - August 2006
Job Deputy Chief Compliance Officer at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services November 2013 - Present
Woodbury Financial Services July 2011 - November 2013
Woodbury Financial Services September 2008 - July 2011
Woodbury Financial Services August 2006 - September 2008
Piper Jaffray January 2006 - August 2006
Piper Jaffray 2004 - 2006
Piper Jaffray 2003 - 2004
Piper Jaffray 2002 - 2003
Piper Jaffray 2000 - 2002
Piper Jaffray 2000 - 2000
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science, Economics, Rhetoric, Business Education
St. Cloud State University - Herberger Business School 1994 — 1995
Woodbury Financial Services November 2013 - Present
Woodbury Financial Services July 2011 - November 2013
Woodbury Financial Services September 2008 - July 2011
Woodbury Financial Services August 2006 - September 2008
Piper Jaffray January 2006 - August 2006
Piper Jaffray 2004 - 2006
Piper Jaffray 2003 - 2004
Piper Jaffray 2002 - 2003
Piper Jaffray 2000 - 2002
Piper Jaffray 2000 - 2000
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science, Economics, Rhetoric, Business Education
St. Cloud State University - Herberger Business School 1994 — 1995
Kristine Ommen's Piper Jaffray Experience September 2012 - Present
Job Business Technology Analyst
Industry Financial Services
Experience
Piper Jaffray September 2012 - Present
TCF Bank February 2011 - October 2013
SRC-Target Corporation June 2011 - June 2012
EXPRESS September 2010 - June 2011
St Cloud State University Human Resources September 2009 - July 2010
Elite Cheerleading May 2009 - August 2009
Central Minnesota Library Exchange September 2006 - January 2009
Totally Tan June 2007 - August 2007
Skills
Photoshop, Illustrator, InDesign, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, CAD, SharePoint, Microsoft Office, Customer Service, Leadership, Public Speaking, Event Planning, Time Management, Facebook, Teamwork, Event Management, Marketing
Education
St. Cloud State University
BACHELOR OF SCIENCE, MASS COMMUNICATIONS- ADVERTISING
St. Cloud State University
Graphic Design, 3.55
Piper Jaffray September 2012 - Present
TCF Bank February 2011 - October 2013
SRC-Target Corporation June 2011 - June 2012
EXPRESS September 2010 - June 2011
St Cloud State University Human Resources September 2009 - July 2010
Elite Cheerleading May 2009 - August 2009
Central Minnesota Library Exchange September 2006 - January 2009
Totally Tan June 2007 - August 2007
Skills
Photoshop, Illustrator, InDesign, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, CAD, SharePoint, Microsoft Office, Customer Service, Leadership, Public Speaking, Event Planning, Time Management, Facebook, Teamwork, Event Management, Marketing
Education
St. Cloud State University
BACHELOR OF SCIENCE, MASS COMMUNICATIONS- ADVERTISING
St. Cloud State University
Graphic Design, 3.55
Molly Goodyear Molly Goodyear's Piper Jaffray Experience February 1992 - July 1996
Job Accounting Professional
Industry Accounting
Experience
Abbey Hill Financial Advisors, LLC January 2003 - Present
Piper Jaffray February 1992 - July 1996
Wells Fargo Bank January 1987 - January 1992
Education
St. Catherine University 1984 — 1988
Finance, Accounting, English
Abbey Hill Financial Advisors, LLC January 2003 - Present
Piper Jaffray February 1992 - July 1996
Wells Fargo Bank January 1987 - January 1992
Education
St. Catherine University 1984 — 1988
Finance, Accounting, English
Jeff Hulett Jeff Hulett's Piper Jaffray Experience September 2003 - May 2005
Job at
Industry Financial Services
Experience
DST Brokerage Solutions February 2014 - Present
Ameriprise Financial March 2010 - February 2014
DST TASS, LLC October 2008 - February 2010
DST TASS, LLC May 2005 - October 2008
Piper Jaffray September 2003 - May 2005
Piper Jaffray March 2000 - September 2003
Education
St. Cloud State University 1993 — 1998
Business, Accounting, Management, Marketing, Statistics
DST Brokerage Solutions February 2014 - Present
Ameriprise Financial March 2010 - February 2014
DST TASS, LLC October 2008 - February 2010
DST TASS, LLC May 2005 - October 2008
Piper Jaffray September 2003 - May 2005
Piper Jaffray March 2000 - September 2003
Education
St. Cloud State University 1993 — 1998
Business, Accounting, Management, Marketing, Statistics
Brett Swanson Brett Swanson's Piper Jaffray Experience February 2002 - November 2006
Job Manager, Brokerage Clearing Operations, Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Orthoscan February 2011 - October 2011
Miga Solutions January 2009 - February 2011
BREMER INVESTMENTS November 2006 - August 2009
Piper Jaffray February 2002 - November 2006
MILLER JOHNSON STEICHEN KINNARD January 2001 - January 2002
MJK CLEARING January 1999 - January 2001
Piper Jaffray 1998 - 1999
Skills
Account Management, CRM, Insurance, Investments, Management, Project Management, Salesforce.com, Portfolio Management, Training, Finance, Investment Strategies, Series 7, Financial Advisory, Series 63, Equities, Financial Analysis, Leadership, Mutual Funds, Wealth Management, Financial Services
Education
St. Olaf College 1994 — 1998
Bachelor of Arts, Economics
University of Aberdeen 1997 — 1997
History
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Orthoscan February 2011 - October 2011
Miga Solutions January 2009 - February 2011
BREMER INVESTMENTS November 2006 - August 2009
Piper Jaffray February 2002 - November 2006
MILLER JOHNSON STEICHEN KINNARD January 2001 - January 2002
MJK CLEARING January 1999 - January 2001
Piper Jaffray 1998 - 1999
Skills
Account Management, CRM, Insurance, Investments, Management, Project Management, Salesforce.com, Portfolio Management, Training, Finance, Investment Strategies, Series 7, Financial Advisory, Series 63, Equities, Financial Analysis, Leadership, Mutual Funds, Wealth Management, Financial Services
Education
St. Olaf College 1994 — 1998
Bachelor of Arts, Economics
University of Aberdeen 1997 — 1997
History
Jennifer Kellor's Piper Jaffray Experience October 1993 - May 1996
Job
Industry Retail
Experience
Williams-Sonoma September 1997 - Present
Target July 1996 - April 1997
Piper Jaffray October 1993 - May 1996
Skills
Retail, Store Management, E-commerce, Trend Analysis, Assortment, Merchandising, Analytics, Multi-channel Retail, Creative Direction, Visual Merchandising, Apparel
Education
St. Olaf College 1989 — 1993
BA
Williams-Sonoma September 1997 - Present
Target July 1996 - April 1997
Piper Jaffray October 1993 - May 1996
Skills
Retail, Store Management, E-commerce, Trend Analysis, Assortment, Merchandising, Analytics, Multi-channel Retail, Creative Direction, Visual Merchandising, Apparel
Education
St. Olaf College 1989 — 1993
BA
Matthew Petterson Matthew Petterson's Piper Jaffray Experience May 2015 - Present
Job Equity Research Intern at Piper Jaffray
Industry
Experience
Piper Jaffray May 2015 - Present
Modus Advisors May 2014 - August 2014
Welch Village Ski and Snowboard Area December 2008 - March 2014
Fairview Health Services June 2013 - December 2013
Skills
Research, Microsoft Excel, Microsoft Word, Leadership, Teaching, Customer Service, Microsoft Office
Education
St. Olaf College 2012 — 2016
Bachelor of Arts (BA), Mathematics, Economics
Piper Jaffray May 2015 - Present
Modus Advisors May 2014 - August 2014
Welch Village Ski and Snowboard Area December 2008 - March 2014
Fairview Health Services June 2013 - December 2013
Skills
Research, Microsoft Excel, Microsoft Word, Leadership, Teaching, Customer Service, Microsoft Office
Education
St. Olaf College 2012 — 2016
Bachelor of Arts (BA), Mathematics, Economics
Austin Dressen's Piper Jaffray Experience May 2012 - August 2012
Job Business Analyst Deloitte Consulting LLP
Industry Management Consulting
Experience
Deloitte September 2013 - Present
Piper Jaffray May 2012 - August 2012
Skills
Management Consulting, Financial Modeling, Hospital Revenue Cycle, Business Strategy, Corporate Finance, Microsoft SQL Server, Mergers & Acquisitions, Tableau, Microsoft Excel, Investment Banking, PowerPoint, Data Analysis, Public Speaking, Business Analysis, Business Development, Operations Management, Business Design, User Acceptance Testing, JIRA, Confluence
Education
St. Olaf College 2010 — 2013
Bachelor's degree, History, Finance
Deloitte September 2013 - Present
Piper Jaffray May 2012 - August 2012
Skills
Management Consulting, Financial Modeling, Hospital Revenue Cycle, Business Strategy, Corporate Finance, Microsoft SQL Server, Mergers & Acquisitions, Tableau, Microsoft Excel, Investment Banking, PowerPoint, Data Analysis, Public Speaking, Business Analysis, Business Development, Operations Management, Business Design, User Acceptance Testing, JIRA, Confluence
Education
St. Olaf College 2010 — 2013
Bachelor's degree, History, Finance
Jeffrey Haines Jeffrey Haines's Piper Jaffray Experience 1985 - 2006
Job Chief Operating Officer at ActiFi
Industry Financial Services
Experience
ActiFi January 2014 - Present
ActiFi, Inc. September 2007 - December 2013
Piper Jaffray 1985 - 2006
Education
University of Minnesota - Carlson School of Management 1990 — 1997
MBA, Marketing
St. Olaf College 1980 — 1984
BA, Mathematics and Education
ActiFi January 2014 - Present
ActiFi, Inc. September 2007 - December 2013
Piper Jaffray 1985 - 2006
Education
University of Minnesota - Carlson School of Management 1990 — 1997
MBA, Marketing
St. Olaf College 1980 — 1984
BA, Mathematics and Education
Jean Glanzman O'Brien Jean Glanzman O'Brien's Piper Jaffray Experience August 1999 - September 2014
Job Managing Director at Sterne Agee Leach
Industry Financial Services
Experience
Sterne Agee Leach January 2015 - Present
Vandham Securities October 2014 - January 2015
Piper Jaffray August 1999 - September 2014
Nuveen Investments 1996 - 1999
Tucker Anthony 1992 - 1996
Skills
Securities, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Investments, Equities, Portfolio Management, Bonds, Asset Managment, Financial Structuring, Public Finance, Derivatives, Structured Finance, Series 24, MBS, Financial Modeling, Series 63, Series 7,..., Fixed Income
Education
St. Francis College
BS, Accounting
Sterne Agee Leach January 2015 - Present
Vandham Securities October 2014 - January 2015
Piper Jaffray August 1999 - September 2014
Nuveen Investments 1996 - 1999
Tucker Anthony 1992 - 1996
Skills
Securities, Capital Markets, Investment Banking, Alternative Investments, Asset Management, Investments, Equities, Portfolio Management, Bonds, Asset Managment, Financial Structuring, Public Finance, Derivatives, Structured Finance, Series 24, MBS, Financial Modeling, Series 63, Series 7,..., Fixed Income
Education
St. Francis College
BS, Accounting
Michelle C Laumb's Piper Jaffray Experience 1999 - 2001
Job Education Management Professional
Industry Education Management
Experience
Beautiful Savior Lutheran Church September 2013 - February 2014
Rasmussen College 2008 - 2011
University of Northwestern - St. Paul May 2006 - July 2006
Piper Jaffray 1999 - 2001
Piper Jaffray 1999 - 2001
Skills
Staff Development, Higher Education, Adult Education, Curriculum Development, Curriculum Design, E-Learning, Distance Learning, Teaching, Classroom, Educational Leadership, Instructional Design, Public Speaking
Education
University of St. Thomas 2002 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
St. Cloud State University 1992 — 1996
Bachelor of Science (BS), Finance, General
Beautiful Savior Lutheran Church September 2013 - February 2014
Rasmussen College 2008 - 2011
University of Northwestern - St. Paul May 2006 - July 2006
Piper Jaffray 1999 - 2001
Piper Jaffray 1999 - 2001
Skills
Staff Development, Higher Education, Adult Education, Curriculum Development, Curriculum Design, E-Learning, Distance Learning, Teaching, Classroom, Educational Leadership, Instructional Design, Public Speaking
Education
University of St. Thomas 2002 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
St. Cloud State University 1992 — 1996
Bachelor of Science (BS), Finance, General
Josh Schultheis Josh Schultheis's Piper Jaffray Experience January 2012 - Present
Job Institutional Fixed Income at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray January 2012 - Present
Oracle Corporation April 2011 - January 2012
Magenic Technologies 2010 - 2011
Wells Fargo Bank 2008 - 2010
Education
St. Olaf College 2003 — 2007
BA, Economics
Piper Jaffray January 2012 - Present
Oracle Corporation April 2011 - January 2012
Magenic Technologies 2010 - 2011
Wells Fargo Bank 2008 - 2010
Education
St. Olaf College 2003 — 2007
BA, Economics
Savino Ranallo Savino Ranallo's Piper Jaffray Experience September 1981 - April 2004
Job Sr. Vice President at Oakridge Financial
Industry Financial Services
Experience
Oakridge Financial May 2006 - Present
Piper Jaffray September 1981 - April 2004
Skills
Series 7, Business Strategy, Bonds, Fixed Income, Retirement Planning, Portfolio Management, Financial Planning, Trading, Asset Allocation, Municipal, Insurance, Investments, Equities, Alternative Investments, Investment Strategies, Wealth Management, Asset Management, Asset Managment, Estate Planning, Series 63, Investment Banking, Municipalities, Securities, Retirement, FINRA, Series 24, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., ETFs, Series 65
Education
St. Cloud State University 1976 — 1978
B.S., Finance
Oakridge Financial May 2006 - Present
Piper Jaffray September 1981 - April 2004
Skills
Series 7, Business Strategy, Bonds, Fixed Income, Retirement Planning, Portfolio Management, Financial Planning, Trading, Asset Allocation, Municipal, Insurance, Investments, Equities, Alternative Investments, Investment Strategies, Wealth Management, Asset Management, Asset Managment, Estate Planning, Series 63, Investment Banking, Municipalities, Securities, Retirement, FINRA, Series 24, Mergers & Acquisitions, Mutual Funds, Strategic Financial..., ETFs, Series 65
Education
St. Cloud State University 1976 — 1978
B.S., Finance
Jim Fehrenbach Jim Fehrenbach's Piper Jaffray Experience October 2007 - Present
Job Director of Institutional Equity Distribution at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray October 2007 - Present
Piper Jaffray October 2003 - October 2007
Piper Jaffray September 1995 - October 2003
Dain Bosworth September 1989 - September 1995
Skills
Equity Trading, Equity Research, Series 63, Equities, Series 7, Financial Markets, Trading, Securities, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Valuation, Investments, Alternative Investments, Options, Series 24, ETFs, Trading Systems, Electronic Trading, Equity Valuation, Mutual Funds, Asset Management, Bonds, FINRA, Investment Management, Bloomberg Terminal, Wealth Management
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (BS), Finance, General
Piper Jaffray October 2007 - Present
Piper Jaffray October 2003 - October 2007
Piper Jaffray September 1995 - October 2003
Dain Bosworth September 1989 - September 1995
Skills
Equity Trading, Equity Research, Series 63, Equities, Series 7, Financial Markets, Trading, Securities, Hedge Funds, Bloomberg, Capital Markets, Fixed Income, Investment Banking, Valuation, Investments, Alternative Investments, Options, Series 24, ETFs, Trading Systems, Electronic Trading, Equity Valuation, Mutual Funds, Asset Management, Bonds, FINRA, Investment Management, Bloomberg Terminal, Wealth Management
Education
St. Cloud State University 1985 — 1989
Bachelor of Science (BS), Finance, General
Ximena Antunez de Mayolo Ximena Antunez de Mayolo's Piper Jaffray Experience September 2012 - March 2015
Job Grants Manager at Fort Worth Symphony Orchestra
Industry Nonprofit Organization Management
Experience
Fort Worth Symphony Orchestra April 2015 - Present
Piper Jaffray September 2012 - March 2015
Korn/Ferry International November 2010 - August 2012
Key Biscayne Community Foundation 2007 - 2010
Creative Capital 2006 - 2007
Skills
Non-profits, Event Planning, Fundraising, Research, Project Management, Nonprofits, Editing, Social Media, Grant Writing, Grants, Volunteer Management, Community Outreach, Philanthropy, Public Speaking, Program Management
Education
Teachers College of Columbia University 2005 — 2007
Master of Arts (M.A.), Arts Administration
Wellesley College 1999 — 2003
BA, Comparative Literature
Fort Worth Symphony Orchestra April 2015 - Present
Piper Jaffray September 2012 - March 2015
Korn/Ferry International November 2010 - August 2012
Key Biscayne Community Foundation 2007 - 2010
Creative Capital 2006 - 2007
Skills
Non-profits, Event Planning, Fundraising, Research, Project Management, Nonprofits, Editing, Social Media, Grant Writing, Grants, Volunteer Management, Community Outreach, Philanthropy, Public Speaking, Program Management
Education
Teachers College of Columbia University 2005 — 2007
Master of Arts (M.A.), Arts Administration
Wellesley College 1999 — 2003
BA, Comparative Literature
Jeanann Smith's Piper Jaffray Experience June 1995 - June 1999
Job Director, Product Management at DTCC
Industry Financial Services
Experience
DTCC October 2009 - Present
The Depository Trust & Clearing Corporation October 2006 - October 2009
Nationwide Financial March 2005 - October 2006
Wells Fargo Investments December 2000 - March 2005
PrimeVest Financial Services June 1999 - December 2000
Piper Jaffray June 1995 - June 1999
Lincoln Financial Group 1987 - 1995
Lincoln Financial Group 1984 - 1995
Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management
Education
St. Catherine University 1996 — 1997
Business Management
University of Saint Francis 1991 — 1995
Business Management
DTCC October 2009 - Present
The Depository Trust & Clearing Corporation October 2006 - October 2009
Nationwide Financial March 2005 - October 2006
Wells Fargo Investments December 2000 - March 2005
PrimeVest Financial Services June 1999 - December 2000
Piper Jaffray June 1995 - June 1999
Lincoln Financial Group 1987 - 1995
Lincoln Financial Group 1984 - 1995
Skills
Business Analysis, Mutual Funds, Fixed Annuities, Relationship Management, Vendor Management, Insurance, Project Management, SDLC, Financial Services, Banking, Management, Customer Service, Visio, Program Management, Team Leadership, Product Management, Equities, Requirements Analysis, Analysis, Series 7, Software Project..., Requirements Gathering, Business Process, Team Building, Fixed Income, Series 63, Securities, Process Improvement, Strategic Planning, Risk Management
Education
St. Catherine University 1996 — 1997
Business Management
University of Saint Francis 1991 — 1995
Business Management
Lauren Frederick Lauren Frederick's Piper Jaffray Experience May 2009 - December 2009
Job Retail Consultant & Product Manager
Industry Information Technology and Services
Experience
Accenture January 2010 - Present
Piper Jaffray May 2009 - December 2009
American Chamber of Commerce/Mexico September 2008 - November 2008
Instituto Tecnológico y de Estudios Superiores de Monterrey June 2008 - July 2008
Forté Foundation August 2007 - May 2008
Skills
Business Analysis, Project Management, Requirements Gathering, Business Process Design, Retail, Spanish, SDLC, PMO, Use Case Analysis, Solution Architecture, Mentoring, Usability, Downstream Oil & Gas, Multi-channel Retail, Testing, Scope Management, POS, Merchandising Systems, Technical Requirements..., Consulting, Settlement, Loyalty Programs, Mobile Applications, Payments, Agile Project Management, Visio, User Acceptance Testing, Test Planning, Software Product..., User Stories, User Interface, Web Testing, Change Impact Analysis, Agile Application...
Education
University of Minnesota-Twin Cities 2006 — 2009
BSB, International Business, Finance
Tecnológico de Monterrey 2008 — 2008
International Trade and Investment
University of Minnesota - Carlson School of Management
BSB, International Business, Finance, Spanish
Accenture January 2010 - Present
Piper Jaffray May 2009 - December 2009
American Chamber of Commerce/Mexico September 2008 - November 2008
Instituto Tecnológico y de Estudios Superiores de Monterrey June 2008 - July 2008
Forté Foundation August 2007 - May 2008
Skills
Business Analysis, Project Management, Requirements Gathering, Business Process Design, Retail, Spanish, SDLC, PMO, Use Case Analysis, Solution Architecture, Mentoring, Usability, Downstream Oil & Gas, Multi-channel Retail, Testing, Scope Management, POS, Merchandising Systems, Technical Requirements..., Consulting, Settlement, Loyalty Programs, Mobile Applications, Payments, Agile Project Management, Visio, User Acceptance Testing, Test Planning, Software Product..., User Stories, User Interface, Web Testing, Change Impact Analysis, Agile Application...
Education
University of Minnesota-Twin Cities 2006 — 2009
BSB, International Business, Finance
Tecnológico de Monterrey 2008 — 2008
International Trade and Investment
University of Minnesota - Carlson School of Management
BSB, International Business, Finance, Spanish
Shelley Moen Shelley Moen's Piper Jaffray Experience 1983 - 2005
Job Senior Market Strategist at Vermilion Technical Research
Industry Financial Services
Experience
Vermilion Technical Research, LLC April 2005 - Present
Vermilion Capital Mgt., LLC April 2005 - December 2008
Piper Jaffray 1983 - 2005
Skills
Equities, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Securities, Investments, Portfolio Management, Equity Research, Valuation, Bloomberg, Investment Strategies, Financial Analysis, Asset Management, Technical Analysis
Education
Market Technicians Assoc., CMT 2001 — 2003
Chartered Market Technician, Technical Analysis
St. Cloud State University 1979 — 1983
Bachelor of Science; Magna Cum Laude, BEOA
Vermilion Technical Research, LLC April 2005 - Present
Vermilion Capital Mgt., LLC April 2005 - December 2008
Piper Jaffray 1983 - 2005
Skills
Equities, Hedge Funds, Asset Managment, Financial Modeling, Alternative Investments, Securities, Investments, Portfolio Management, Equity Research, Valuation, Bloomberg, Investment Strategies, Financial Analysis, Asset Management, Technical Analysis
Education
Market Technicians Assoc., CMT 2001 — 2003
Chartered Market Technician, Technical Analysis
St. Cloud State University 1979 — 1983
Bachelor of Science; Magna Cum Laude, BEOA
Josh Baltzell Josh Baltzell's Piper Jaffray Experience 2000 - 2002
Job Venture Partner at SightLine Partners and Venture Partner Split Rock Partners
Industry Venture Capital & Private Equity
Experience
SightLine Partners 2014 - Present
Split Rock Partners 2005 - Present
St. Paul Venture Capital 2002 - 2005
Piper Jaffray 2000 - 2002
Boston Scientific 1993 - 1999
Skills
Private Equity, Venture Capital, Start-ups, Due Diligence, Investments, Management, Valuation, Medical Devices, Strategic Planning, Product Development, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Strategy, Corporate Development, Executive Management, Growth Capital
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA
St. Olaf College 1987 — 1991
BA, Economics
SightLine Partners 2014 - Present
Split Rock Partners 2005 - Present
St. Paul Venture Capital 2002 - 2005
Piper Jaffray 2000 - 2002
Boston Scientific 1993 - 1999
Skills
Private Equity, Venture Capital, Start-ups, Due Diligence, Investments, Management, Valuation, Medical Devices, Strategic Planning, Product Development, Investment Banking, Mergers & Acquisitions, Entrepreneurship, Strategy, Corporate Development, Executive Management, Growth Capital
Education
University of Minnesota - Carlson School of Management 1992 — 1993
MBA
St. Olaf College 1987 — 1991
BA, Economics
Daniel Roberg Daniel Roberg's Piper Jaffray Experience September 2014 - Present
Job Financial Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
Stearns Bank October 2009 - August 2014
Starbucks Coffee Company May 2006 - December 2009
Education
St. Cloud State University 2005 — 2009
Bachelor's, Finance, Economics
Saint Cloud Technical College 2007 — 2008
AAS, Sales and Management
Piper Jaffray September 2014 - Present
Stearns Bank October 2009 - August 2014
Starbucks Coffee Company May 2006 - December 2009
Education
St. Cloud State University 2005 — 2009
Bachelor's, Finance, Economics
Saint Cloud Technical College 2007 — 2008
AAS, Sales and Management
James Towne's Piper Jaffray Experience August 1996 - January 2008
Job
Industry Financial Services
Experience
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Stifel Financial Corp. May 2015 - Present
Sterne Agee January 2014 - April 2015
Oppenheimer & Co. February 2012 - January 2014
DerivActiv, LLC March 2008 - February 2012
Piper Jaffray August 1996 - January 2008
Dain Bosworth April 1988 - August 1996
Skills
Fixed Income, Bonds, Capital Markets, Series 7, Securities, Financial Modeling, Series 63, Investments, Portfolio Management, Bloomberg, Valuation, Asset Managment, Financial Analysis, Derivatives, Structured Products, Investment Banking, Structured Finance
Education
University of Minnesota-Twin Cities 1988 — 1991
MBA
St. Cloud State University 1984 — 1988
BS
Rich Iwen's Piper Jaffray Experience June 2004 - August 2004
Job Senior Marketing Analyst at Thomson West
Industry Marketing and Advertising
Experience
Thomson West April 2008 - Present
Thomson Reuters 2008 - Present
Harland Financial Solutions February 2006 - March 2008
University of St. Thomas September 2003 - May 2005
Piper Jaffray June 2004 - August 2004
US Bank January 2003 - September 2003
Skills
Analytics, Database Marketing, Competitive Analysis, Market Analysis, Access, CRM, Product Marketing, Market Research, E-commerce
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Marketing, Market Research
St. Olaf College 1992 — 1996
BA, History, German
Thomson West April 2008 - Present
Thomson Reuters 2008 - Present
Harland Financial Solutions February 2006 - March 2008
University of St. Thomas September 2003 - May 2005
Piper Jaffray June 2004 - August 2004
US Bank January 2003 - September 2003
Skills
Analytics, Database Marketing, Competitive Analysis, Market Analysis, Access, CRM, Product Marketing, Market Research, E-commerce
Education
University of St. Thomas - Opus College of Business 2003 — 2005
MBA, Marketing, Market Research
St. Olaf College 1992 — 1996
BA, History, German
Nicholas Tan's Piper Jaffray Experience July 2004 - August 2004
Job
Industry Investment Banking
Experience
J.P. Morgan April 2013 - Present
Barclays Capital February 2010 - April 2013
WearIt.com August 2007 - December 2009
Houlihan Lokey July 2005 - July 2007
Conestoga Capital August 2004 - September 2004
Piper Jaffray July 2004 - August 2004
Piper Jaffray July 2003 - September 2003
Integrated Circuit Systems July 2002 - August 2002
WRDS (Wharton Research Data Services) June 1998 - August 2001
Skills
Financial Analysis, Financial Modeling, Strategic Thinking, Analysis, Market Analysis, Business Strategy, Business Analysis, Communication, Strategic Communications, Communication Skills, Mergers & Acquisitions, Investments, Strategy, Emerging Markets, Venture Capital, Acquisitions, Land Rover, Start-ups, Programming, Technology, Semiconductors, Electronics, Portfolio Management, Strategic Negotiations, IPO, DCF, Real Estate Acquisitions
Education
Stanford University 2001 — 2005
BA
J.P. Morgan April 2013 - Present
Barclays Capital February 2010 - April 2013
WearIt.com August 2007 - December 2009
Houlihan Lokey July 2005 - July 2007
Conestoga Capital August 2004 - September 2004
Piper Jaffray July 2004 - August 2004
Piper Jaffray July 2003 - September 2003
Integrated Circuit Systems July 2002 - August 2002
WRDS (Wharton Research Data Services) June 1998 - August 2001
Skills
Financial Analysis, Financial Modeling, Strategic Thinking, Analysis, Market Analysis, Business Strategy, Business Analysis, Communication, Strategic Communications, Communication Skills, Mergers & Acquisitions, Investments, Strategy, Emerging Markets, Venture Capital, Acquisitions, Land Rover, Start-ups, Programming, Technology, Semiconductors, Electronics, Portfolio Management, Strategic Negotiations, IPO, DCF, Real Estate Acquisitions
Education
Stanford University 2001 — 2005
BA
Evan Wallach's Piper Jaffray Experience April 2002 - April 2005
Job President Global AirFinance Services, Inc
Industry Financial Services
Experience
Global AirFinance Services, Inc July 2012 - Present
AeroCentury Corporation 1998 - Present
Jefferies & Company December 2009 - May 2012
Guggenheim Capital Markets May 2005 - November 2009
Piper Jaffray April 2002 - April 2005
Piper Jaffray April 2000 - April 2002
CS Aviation, Inc 1997 - 2000
Skills
Series 7 and 63 Licenses, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Aviation, Airlines, Equities, Aircraft, Restructuring, Trading, Securitization, ABS
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, General
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science
Global AirFinance Services, Inc July 2012 - Present
AeroCentury Corporation 1998 - Present
Jefferies & Company December 2009 - May 2012
Guggenheim Capital Markets May 2005 - November 2009
Piper Jaffray April 2002 - April 2005
Piper Jaffray April 2000 - April 2002
CS Aviation, Inc 1997 - 2000
Skills
Series 7 and 63 Licenses, Capital Markets, Investment Banking, Fixed Income, Hedge Funds, Aviation, Airlines, Equities, Aircraft, Restructuring, Trading, Securitization, ABS
Education
University of Michigan - Stephen M. Ross School of Business 1980 — 1981
MBA, Finance, General
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Political Science
Billie Wilson's Piper Jaffray Experience 2003 - March 2007
Job System Administrator at University of Minnesota
Industry Information Technology and Services
Experience
University of Minnesota June 2012 - Present
University of Minnesota Extension March 2007 - June 2012
Piper Jaffray 2003 - March 2007
Skills
Active Directory, Windows Server, Firewalls, Troubleshooting, Windows, Problem Solving, IT Strategy, Mentoring, Customer Service, Coaching, System Administration, Project Management, Software Documentation, Vendor Management, Security, Help Desk Support, Process Improvement, Integration, Information Technology, Team Leadership, Servers, Network Administration, ITIL, Networking, IT Management, Business Analysis, Leadership
Education
St. Cloud State University 1993 — 1996
University of Minnesota June 2012 - Present
University of Minnesota Extension March 2007 - June 2012
Piper Jaffray 2003 - March 2007
Skills
Active Directory, Windows Server, Firewalls, Troubleshooting, Windows, Problem Solving, IT Strategy, Mentoring, Customer Service, Coaching, System Administration, Project Management, Software Documentation, Vendor Management, Security, Help Desk Support, Process Improvement, Integration, Information Technology, Team Leadership, Servers, Network Administration, ITIL, Networking, IT Management, Business Analysis, Leadership
Education
St. Cloud State University 1993 — 1996
Sandy Vehrs's Piper Jaffray Experience July 1991 - June 2002
Job Security Compliance Specialist at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial May 2013 - Present
Ameriprise Financial October 2008 - August 2012
Clark Consulting June 2003 - October 2008
RBC Dain Rauscher June 2002 - April 2003
Piper Jaffray July 1991 - June 2002
Skills
Series 7, Series 9, Series 24, Series 63, Series 66, FINRA, Mutual Funds, Disability Insurance, Financial Services, Risk Management, Financial Risk, Insurance, Securities, Analysis, Employee Benefits, Wealth Management, Retirement Planning, Finance, Leadership
Education
St. Cloud State University 1988 — 1991
BS, Business Administration
Willmar Community College 1986 — 1988
Associate of Arts (A.A.), Legal Secretary
Redwood Falls High School 1983 — 1986
E*TRADE Financial May 2013 - Present
Ameriprise Financial October 2008 - August 2012
Clark Consulting June 2003 - October 2008
RBC Dain Rauscher June 2002 - April 2003
Piper Jaffray July 1991 - June 2002
Skills
Series 7, Series 9, Series 24, Series 63, Series 66, FINRA, Mutual Funds, Disability Insurance, Financial Services, Risk Management, Financial Risk, Insurance, Securities, Analysis, Employee Benefits, Wealth Management, Retirement Planning, Finance, Leadership
Education
St. Cloud State University 1988 — 1991
BS, Business Administration
Willmar Community College 1986 — 1988
Associate of Arts (A.A.), Legal Secretary
Redwood Falls High School 1983 — 1986
Brian G. Belski's Piper Jaffray Experience May 2000 - May 2005
Job Chief Investment Strategist at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
BMO Capital Markets April 2012 - Present
Oppenheimer & Co. March 2009 - April 2012
Merrill Lynch August 2005 - January 2009
Piper Jaffray May 2000 - May 2005
George K. Baum & Company January 1999 - May 2000
Dougherty & Company LLC December 1997 - December 1998
RBC Capital Markets 1993 - 1997
William O'Neil + Co. Inc. 1990 - 1993
Skills
Series 7, Series 63, Series 65, Series 24, Equity Research, Investments, Securities, Investment Strategies, Fixed Income, Hedge Funds, Private Equity, Capital Markets, Asset Allocation, Equities, Portfolio Management, Financial Markets, Asset Management
Education
St. Cloud State University 1984 — 1988
Bachelor of Science (BS), Finance, General
Kecia Kilner's Piper Jaffray Experience June 1996 - June 1997
Job Marketing Finance Manager at Life Time Fitness
Industry Marketing and Advertising
Experience
Life Time Fitness June 2000 - Present
USBancorp Piper Jaffray June 1997 - June 2000
Piper Jaffray June 1996 - June 1997
Skills
Budgets, Strategic Planning, Leadership, Customer Service, Project Management, Process Improvement, Financial Analysis, Business Development, Sales, Advertising, Program Management, Account Management, Accounting, Finance, Event Planning, Retail, Microsoft Excel, Team Leadership, Strategy, Business Planning, Customer Satisfaction, Management, Time Management, Change Management, Marketing Communications
Education
University of Saint Thomas 1991 — 1993
BA
St. Olaf College 1989 — 1991
Life Time Fitness June 2000 - Present
USBancorp Piper Jaffray June 1997 - June 2000
Piper Jaffray June 1996 - June 1997
Skills
Budgets, Strategic Planning, Leadership, Customer Service, Project Management, Process Improvement, Financial Analysis, Business Development, Sales, Advertising, Program Management, Account Management, Accounting, Finance, Event Planning, Retail, Microsoft Excel, Team Leadership, Strategy, Business Planning, Customer Satisfaction, Management, Time Management, Change Management, Marketing Communications
Education
University of Saint Thomas 1991 — 1993
BA
St. Olaf College 1989 — 1991
Jennifer Kottke's Piper Jaffray Experience August 2001 - July 2006
Job Human Resources Manager
Industry Human Resources
Experience
Boston Scientific October 2007 - Present
Datacard Group July 2006 - September 2007
Piper Jaffray August 2001 - July 2006
Honeywell Advanced Circuits June 1999 - June 2001
Skills
Talent Management, Onboarding, Employee Engagement, Talent Acquisition, Human Resources, Performance Management
Education
St. Cloud State University - Herberger Business School 1995 — 1999
Boston Scientific October 2007 - Present
Datacard Group July 2006 - September 2007
Piper Jaffray August 2001 - July 2006
Honeywell Advanced Circuits June 1999 - June 2001
Skills
Talent Management, Onboarding, Employee Engagement, Talent Acquisition, Human Resources, Performance Management
Education
St. Cloud State University - Herberger Business School 1995 — 1999
Robert Burchett, CFA's Piper Jaffray Experience 2001 - 2006
Job Finance Manager at USBank
Industry Financial Services
Experience
U.S. Bank October 2008 - Present
UBS August 2006 - September 2008
Piper Jaffray 2001 - 2006
U.S. Bank 1998 - 2001
Skills
Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance, General
St. Cloud State University 1989 — 1994
B.S., Finance, Economics
U.S. Bank October 2008 - Present
UBS August 2006 - September 2008
Piper Jaffray 2001 - 2006
U.S. Bank 1998 - 2001
Skills
Financial Analysis, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1996 — 1998
Master of Business Administration (MBA), Finance, General
St. Cloud State University 1989 — 1994
B.S., Finance, Economics
Matt Popkin's Piper Jaffray Experience September 2007 - October 2009
Job Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company March 2013 - Present
Dahlman Rose / Cowen October 2009 - Present
Piper Jaffray September 2007 - October 2009
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Trading, Securities, Investment Banking, FINRA, Valuation, Electronic Trading, Investments, Financial Markets, Financial Modeling
Education
Syracuse University 2000 — 2004
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Cowen and Company March 2013 - Present
Dahlman Rose / Cowen October 2009 - Present
Piper Jaffray September 2007 - October 2009
Skills
Series 7, Series 63, Bloomberg, Capital Markets, Equities, Fixed Income, Hedge Funds, Trading, Securities, Investment Banking, FINRA, Valuation, Electronic Trading, Investments, Financial Markets, Financial Modeling
Education
Syracuse University 2000 — 2004
Syracuse University - Martin J. Whitman School of Management 2000 — 2004
Aaron Koppen's Piper Jaffray Experience 2005 - 2007
Job Capital Markets at US Bancorp
Industry Banking
Experience
US Bancorp March 2007 - Present
Piper Jaffray 2005 - 2007
Vision-Ease Lens 2002 - 2005
Skills
Financial Analysis, Portfolio Management, Capital Markets, Financial Modeling, Credit Analysis, Banking, Loans, Commercial Banking, Valuation, Series 7, Investment Banking
Education
St. Olaf College 1998 — 2002
BS, Economics/Management Studies
US Bancorp March 2007 - Present
Piper Jaffray 2005 - 2007
Vision-Ease Lens 2002 - 2005
Skills
Financial Analysis, Portfolio Management, Capital Markets, Financial Modeling, Credit Analysis, Banking, Loans, Commercial Banking, Valuation, Series 7, Investment Banking
Education
St. Olaf College 1998 — 2002
BS, Economics/Management Studies
Ray Cabillot, CFA's Piper Jaffray Experience 1990 - 1998
Job Partner Farnam Street Capital
Industry Financial Services
Experience
Farnam Restaurants I,LLC June 2015 - Present
Oxbridge RE March 2013 - Present
Pro-Dex, Inc. January 2013 - Present
Farnam Street Capital 1998 - Present
Piper Jaffray 1990 - 1998
Prudential Capital 1987 - 1990
Education
University of Minnesota - Carlson School of Management 1986 — 1987
MBA, Securities Analysis
St. Olaf College 1981 — 1985
ba, economics, chemistry
Farnam Restaurants I,LLC June 2015 - Present
Oxbridge RE March 2013 - Present
Pro-Dex, Inc. January 2013 - Present
Farnam Street Capital 1998 - Present
Piper Jaffray 1990 - 1998
Prudential Capital 1987 - 1990
Education
University of Minnesota - Carlson School of Management 1986 — 1987
MBA, Securities Analysis
St. Olaf College 1981 — 1985
ba, economics, chemistry
Sara Gross Methner's Piper Jaffray Experience January 2010 - August 2011
Job General Counsel at the University of St. Thomas
Industry Higher Education
Experience
University of St. Thomas August 2011 - Present
University of St. Thomas August 2011 - May 2014
Piper Jaffray January 2010 - August 2011
Piper Jaffray November 2007 - January 2010
Piper Jaffray August 2006 - November 2007
Piper Jaffray August 2003 - August 2006
Dorsey & Whitney LLP October 1998 - August 2003
U.S. Representative David Minge June 1993 - July 1995
Skills
Mergers, Human Resources, Leadership Development, Legal Research, Corporate Governance, Due Diligence, Corporate Finance, Policy, Mergers & Acquisitions, Legal Writing, Contract Negotiation, Strategy, Management, Corporate Law, Employment Law
Education
Stanford University Law School 1995 — 1998
JD with Distinction
Wellesley College 1988 — 1992
BA, Chinese Language & Literature
University of St. Thomas August 2011 - Present
University of St. Thomas August 2011 - May 2014
Piper Jaffray January 2010 - August 2011
Piper Jaffray November 2007 - January 2010
Piper Jaffray August 2006 - November 2007
Piper Jaffray August 2003 - August 2006
Dorsey & Whitney LLP October 1998 - August 2003
U.S. Representative David Minge June 1993 - July 1995
Skills
Mergers, Human Resources, Leadership Development, Legal Research, Corporate Governance, Due Diligence, Corporate Finance, Policy, Mergers & Acquisitions, Legal Writing, Contract Negotiation, Strategy, Management, Corporate Law, Employment Law
Education
Stanford University Law School 1995 — 1998
JD with Distinction
Wellesley College 1988 — 1992
BA, Chinese Language & Literature
Kirsten Feste Taylor's Piper Jaffray Experience 2000 - 2006
Job Principal at Subjunctive llc
Industry Marketing and Advertising
Experience
Subjunctive llc September 2014 - Present
Ann Schleck & Co. August 2013 - March 2014
Wealth Enhancement Group August 2010 - April 2013
Yamamoto February 2006 - August 2010
Piper Jaffray 2000 - 2006
Piper Jaffray 1998 - 2000
Augsburg Fortress, Publishers 1992 - 1997
Skills
Marketing Strategy, Strategy, Management, Interactive Marketing, Marketing Communications, Marketing, Advertising, Project Management, Integrated Marketing, Social Media Marketing, Brand Development, Cross-functional Team..., Public Relations, Creative Direction, Leadership, Account Management
Education
St. Olaf College
BA, Journalism; Speech/Theater
Subjunctive llc September 2014 - Present
Ann Schleck & Co. August 2013 - March 2014
Wealth Enhancement Group August 2010 - April 2013
Yamamoto February 2006 - August 2010
Piper Jaffray 2000 - 2006
Piper Jaffray 1998 - 2000
Augsburg Fortress, Publishers 1992 - 1997
Skills
Marketing Strategy, Strategy, Management, Interactive Marketing, Marketing Communications, Marketing, Advertising, Project Management, Integrated Marketing, Social Media Marketing, Brand Development, Cross-functional Team..., Public Relations, Creative Direction, Leadership, Account Management
Education
St. Olaf College
BA, Journalism; Speech/Theater
Jon Berg's Piper Jaffray Experience December 2009 - Present
Job Research Analyst at Piper Jaffray
Industry Research
Experience
Piper Jaffray December 2009 - Present
Canaccord Adams July 2006 - July 2009
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Corporate Finance, Investments, Investment Banking, Series 7, Securities, M, Finance, Microsoft Excel, Bloomberg, Capital Markets, Hedge Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2006
St. Olaf College 1997 — 2001
BA, Math and Economics
Piper Jaffray December 2009 - Present
Canaccord Adams July 2006 - July 2009
Skills
Equity Research, Financial Modeling, Valuation, Equities, Equity Valuation, Corporate Finance, Investments, Investment Banking, Series 7, Securities, M, Finance, Microsoft Excel, Bloomberg, Capital Markets, Hedge Funds
Education
University of Minnesota - Carlson School of Management 2004 — 2006
St. Olaf College 1997 — 2001
BA, Math and Economics
Renee Santanni's Piper Jaffray Experience March 2005 - May 2009
Job Chief of Staff, The Private Client Reserve of U.S. Bank
Industry Financial Services
Experience
The Private Client Reserve of U.S. Bank December 2013 - Present
The Private Client Reserve of U.S. Bank June 2009 - December 2013
Piper Jaffray March 2005 - May 2009
U.S. Bank 2001 - 2005
Skills
Finance, Financial Modeling, Wealth Management, Financial Analysis, Strategic Financial..., Leadership, Strategy, Risk Management, Banking, Business Development, Forecasting, Management, Business Strategy
Education
St. Cloud State University 1998 — 2000
BA, Economics
University of Wisconsin-Madison 1994 — 1997
The Private Client Reserve of U.S. Bank December 2013 - Present
The Private Client Reserve of U.S. Bank June 2009 - December 2013
Piper Jaffray March 2005 - May 2009
U.S. Bank 2001 - 2005
Skills
Finance, Financial Modeling, Wealth Management, Financial Analysis, Strategic Financial..., Leadership, Strategy, Risk Management, Banking, Business Development, Forecasting, Management, Business Strategy
Education
St. Cloud State University 1998 — 2000
BA, Economics
University of Wisconsin-Madison 1994 — 1997
Gabe Pattison's Piper Jaffray Experience June 2008 - August 2008
Job Art Director at Catapult Marketing
Industry Marketing and Advertising
Experience
Catapult Marketing March 2014 - Present
Mackey June 2010 - March 2014
CBS Radio Minneapolis May 2007 - May 2010
Gabe PattisonDesign 2007 - 2010
Piper Jaffray June 2008 - August 2008
Skills
Marketing, Creative Direction, Art Direction, Graphic Design, Advertising, Adobe Creative Suite, InDesign, Logo Design, Brand Development, Illustrator, Photoshop, Web Design, Corporate Identity, Social Media Marketing, Email Marketing, Social Media, Copywriting, Photography, Packaging, Brochures
Education
Taylor University 2004 — 2008
Catapult Marketing March 2014 - Present
Mackey June 2010 - March 2014
CBS Radio Minneapolis May 2007 - May 2010
Gabe PattisonDesign 2007 - 2010
Piper Jaffray June 2008 - August 2008
Skills
Marketing, Creative Direction, Art Direction, Graphic Design, Advertising, Adobe Creative Suite, InDesign, Logo Design, Brand Development, Illustrator, Photoshop, Web Design, Corporate Identity, Social Media Marketing, Email Marketing, Social Media, Copywriting, Photography, Packaging, Brochures
Education
Taylor University 2004 — 2008
Marne Gerdes's Piper Jaffray Experience October 1998 - February 2005
Job Academic Advisor at Capella University
Industry Executive Office
Experience
Capella University July 2010 - Present
Urbanimal August 2008 - December 2010
Chowgirls Killer Catering August 2009 - January 2010
Wells Fargo February 2009 - July 2009
SIRVA Relocation May 2005 - January 2009
Piper Jaffray October 1998 - February 2005
Art Effect Entertainment January 1997 - December 1997
Skills
Customer Service, Sales, Event Management, Event Planning, Microsoft Office, Coaching, Training, Higher Education, Student Affairs, Team Building, Microsoft Excel, Research, Project Management, PowerPoint, Social Media, Marketing
Education
St. Cloud State University 1990 — 1995
BA, French and Education
University of Minnesota-Twin Cities 1992 — 1993
Capella University July 2010 - Present
Urbanimal August 2008 - December 2010
Chowgirls Killer Catering August 2009 - January 2010
Wells Fargo February 2009 - July 2009
SIRVA Relocation May 2005 - January 2009
Piper Jaffray October 1998 - February 2005
Art Effect Entertainment January 1997 - December 1997
Skills
Customer Service, Sales, Event Management, Event Planning, Microsoft Office, Coaching, Training, Higher Education, Student Affairs, Team Building, Microsoft Excel, Research, Project Management, PowerPoint, Social Media, Marketing
Education
St. Cloud State University 1990 — 1995
BA, French and Education
University of Minnesota-Twin Cities 1992 — 1993
Peter Rogness, CFA's Piper Jaffray Experience February 2004 - September 2004
Job Institutional Equity Sales at CraigHallum Capital Group
Industry Investment Management
Experience
Craig-Hallum Capital Group July 2011 - Present
Riverbridge Partners, LLC September 2004 - July 2011
Piper Jaffray February 2004 - September 2004
Education
Southern Methodist University 1999 — 2003
Craig-Hallum Capital Group July 2011 - Present
Riverbridge Partners, LLC September 2004 - July 2011
Piper Jaffray February 2004 - September 2004
Education
Southern Methodist University 1999 — 2003
Aaron Tvedt's Piper Jaffray Experience March 2000 - Present
Job Tax Specialist at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray March 2000 - Present
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Mutual Funds, Wealth Management, Securities, 401k, Asset Allocation, Financial Services, Financial Advisory, Financial Planners, Estate Planning
Education
St. Cloud State University 1994 — 1999
Bachelor's degree, Advertising
Piper Jaffray March 2000 - Present
Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Mutual Funds, Wealth Management, Securities, 401k, Asset Allocation, Financial Services, Financial Advisory, Financial Planners, Estate Planning
Education
St. Cloud State University 1994 — 1999
Bachelor's degree, Advertising
Lisa Villalta's Piper Jaffray Experience 1996 - 2001
Job Compliance Officer
Industry Financial Services
Experience
Leading Mid-Sized Investment Advisory Firm March 2012 - Present
Clark Securities, Inc. February 2003 - April 2011
RBC Dain Rauscher 2001 - 2003
Piper Jaffray 1996 - 2001
Education
St. Olaf College
B.A., History
Leading Mid-Sized Investment Advisory Firm March 2012 - Present
Clark Securities, Inc. February 2003 - April 2011
RBC Dain Rauscher 2001 - 2003
Piper Jaffray 1996 - 2001
Education
St. Olaf College
B.A., History
Brad Fisher's Piper Jaffray Experience February 2007 - October 2011
Job Director, Private Investments at Thrivent Financial
Industry Investment Banking
Experience
Thrivent Financial June 2015 - Present
GMB Mezzanine Capital September 2011 - June 2015
Piper Jaffray February 2007 - October 2011
UnitedHealth Group September 2004 - February 2007
Skills
Equities, Fixed Income, Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions
Education
St. Olaf College 2000 — 2004
Economics, Finance
Mounds View High School 1996 — 2000
Thrivent Financial June 2015 - Present
GMB Mezzanine Capital September 2011 - June 2015
Piper Jaffray February 2007 - October 2011
UnitedHealth Group September 2004 - February 2007
Skills
Equities, Fixed Income, Investments, Valuation, Financial Modeling, Bloomberg, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Mergers & Acquisitions
Education
St. Olaf College 2000 — 2004
Economics, Finance
Mounds View High School 1996 — 2000
Courtney Kanz, CFA's Piper Jaffray Experience 2005 - 2006
Job .
Industry Financial Services
Experience
RBC Wealth Management 2006 - 2013
Piper Jaffray 2005 - 2006
Voyageur Asset Management 2004 - 2005
RBC Dain Rauscher 2002 - 2004
RBC Dain Rauscher 2000 - 2002
FDIC 1999 - 2000
Skills
Financial Services, Wealth Management, Investment Advisory
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance and Strategic Management
St. Cloud State University 1995 — 1999
B.S., Finance
RBC Wealth Management 2006 - 2013
Piper Jaffray 2005 - 2006
Voyageur Asset Management 2004 - 2005
RBC Dain Rauscher 2002 - 2004
RBC Dain Rauscher 2000 - 2002
FDIC 1999 - 2000
Skills
Financial Services, Wealth Management, Investment Advisory
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance and Strategic Management
St. Cloud State University 1995 — 1999
B.S., Finance
Kevin Bahn's Piper Jaffray Experience 2003 - 2004
Job VP, IT Service Delivery
Industry Banking
Experience
US Bank December 2010 - Present
Xcel Energy April 2008 - December 2010
Dell 2007 - 2008
Piper Jaffray 2003 - 2004
Skills
Business Analysis, Business Process, IT Management, IT Service Delivery, IT Service Management, ITIL, Process Improvement, Service Desk, Vendor Management, Disaster Recovery, Service Delivery, IT Strategy
Education
St. Cloud State University - Herberger Business School
US Bank December 2010 - Present
Xcel Energy April 2008 - December 2010
Dell 2007 - 2008
Piper Jaffray 2003 - 2004
Skills
Business Analysis, Business Process, IT Management, IT Service Delivery, IT Service Management, ITIL, Process Improvement, Service Desk, Vendor Management, Disaster Recovery, Service Delivery, IT Strategy
Education
St. Cloud State University - Herberger Business School
Rebecca R Olson's Piper Jaffray Experience June 2000 - Present
Job DBA at Piper Jaffray
Industry Investment Management
Experience
Piper Jaffray June 2000 - Present
Thrivent Financial April 1992 - June 2000
NCR April 1978 - November 1991
Skills
Business Analysis, Visio, Data Warehousing, Business Intelligence, SQL, Microsoft SQL Server, T-SQL, Requirements Analysis, Trading Systems, Unix, Process Improvement, VDI, Netbackup, Integration, Virtualization, SDLC, Oracle, Database Design, VMware, NetApp, Windows Server, VMware ESX, Enterprise Architecture, Requirements Gathering, Software Project..., System Administration, VMware Infrastructure, Active Directory, Servers, Vendor Management, SharePoint
Education
St. Cloud State University 1973 — 1977
BS, Social Science
Piper Jaffray June 2000 - Present
Thrivent Financial April 1992 - June 2000
NCR April 1978 - November 1991
Skills
Business Analysis, Visio, Data Warehousing, Business Intelligence, SQL, Microsoft SQL Server, T-SQL, Requirements Analysis, Trading Systems, Unix, Process Improvement, VDI, Netbackup, Integration, Virtualization, SDLC, Oracle, Database Design, VMware, NetApp, Windows Server, VMware ESX, Enterprise Architecture, Requirements Gathering, Software Project..., System Administration, VMware Infrastructure, Active Directory, Servers, Vendor Management, SharePoint
Education
St. Cloud State University 1973 — 1977
BS, Social Science
Kay Jansen's Piper Jaffray Experience 1983 - 1988
Job at Janz Marketing Services
Industry Marketing and Advertising
Experience
Janz Marketing Services 1998 - Present
Car Care Advanced Service Center 2001 - 2014
Ecolab 1989 - 1998
Piper Jaffray 1983 - 1988
Skills
Advertising, Integrated Marketing, Marketing Communications, Media Planning, Media Buying, Project Management
Education
St. Cloud State University 1979 — 1983
B.S., Marketing & Psychology
Janz Marketing Services 1998 - Present
Car Care Advanced Service Center 2001 - 2014
Ecolab 1989 - 1998
Piper Jaffray 1983 - 1988
Skills
Advertising, Integrated Marketing, Marketing Communications, Media Planning, Media Buying, Project Management
Education
St. Cloud State University 1979 — 1983
B.S., Marketing & Psychology
Ann Roubik's Piper Jaffray Experience July 1999 - April 2001
Job Director at Geek Partnership Society
Industry Financial Services
Experience
Geek Partnership Society September 2009 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2012
Ameriprise Financial December 2006 - March 2009
Ameriprise Financial March 2003 - November 2006
The Disney Store 1993 - 2003
RBC Dain Rauscher April 2001 - October 2001
Piper Jaffray July 1999 - April 2001
Video Update Inc. 1996 - 1999
Pro Staff 1995 - 1996
Manpower 1994 - 1995
Skills
Leadership, Training, Customer Service, Recruiting, Series 7, Time Management, Management, Uniform Combined State..., Sales, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Budgets, Research, Strategy, Data Analysis, Human Resources, Outlook, Business Analysis, Cross-functional Team..., Social Media
Education
St. Catherine University 1985 — 1990
B.A., Biology
Geek Partnership Society September 2009 - Present
Ameriprise Financial Services, Inc. June 2009 - November 2012
Ameriprise Financial December 2006 - March 2009
Ameriprise Financial March 2003 - November 2006
The Disney Store 1993 - 2003
RBC Dain Rauscher April 2001 - October 2001
Piper Jaffray July 1999 - April 2001
Video Update Inc. 1996 - 1999
Pro Staff 1995 - 1996
Manpower 1994 - 1995
Skills
Leadership, Training, Customer Service, Recruiting, Series 7, Time Management, Management, Uniform Combined State..., Sales, Microsoft Word, Microsoft Office, Microsoft Excel, Event Planning, Public Speaking, Budgets, Research, Strategy, Data Analysis, Human Resources, Outlook, Business Analysis, Cross-functional Team..., Social Media
Education
St. Catherine University 1985 — 1990
B.A., Biology
James Crary's Piper Jaffray Experience July 2013 - Present
Job Accounting Supervisor at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2013 - Present
Wells Fargo & Company January 2008 - July 2013
Wells Fargo & Company September 2005 - December 2007
Wells Fargo & Company April 2001 - September 2005
Wells Fargo & Company August 2000 - April 2001
Wells Fargo & Company July 1999 - August 2000
Skills
FINRA Series 99 -..., Account Reconciliation, Accounting, Cash Management, Forecasting, General Ledger, Analysis, Investments, Variance Analysis, Bloomberg, Financial Risk, Budgets, Equities, Series 63, Management, Fixed Income, Financial Statements, Business Analysis, Strategic Planning, Financial Analysis, Bonds, FINRA, Mutual Funds, Securities, Banking
Education
St. Cloud State University 1996 — 1998
BS, Finance
Piper Jaffray July 2013 - Present
Wells Fargo & Company January 2008 - July 2013
Wells Fargo & Company September 2005 - December 2007
Wells Fargo & Company April 2001 - September 2005
Wells Fargo & Company August 2000 - April 2001
Wells Fargo & Company July 1999 - August 2000
Skills
FINRA Series 99 -..., Account Reconciliation, Accounting, Cash Management, Forecasting, General Ledger, Analysis, Investments, Variance Analysis, Bloomberg, Financial Risk, Budgets, Equities, Series 63, Management, Fixed Income, Financial Statements, Business Analysis, Strategic Planning, Financial Analysis, Bonds, FINRA, Mutual Funds, Securities, Banking
Education
St. Cloud State University 1996 — 1998
BS, Finance
Janice Waytashek's Piper Jaffray Experience 1986 - 2006
Job Senior Billing Manager at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment June 2009 - Present
RBC Wealth Management 2009 - Present
RBC 2008 - Present
RBC Capital Markets 2009 - April 2009
NOVON Consulting 2008 - 2008
Piper Jaffray 1986 - 2006
Education
St. Cloud State University 1982 — 1986
BS, Fiance
RBC Wealth Managment June 2009 - Present
RBC Wealth Management 2009 - Present
RBC 2008 - Present
RBC Capital Markets 2009 - April 2009
NOVON Consulting 2008 - 2008
Piper Jaffray 1986 - 2006
Education
St. Cloud State University 1982 — 1986
BS, Fiance
Susan Breon's Piper Jaffray Experience November 1982 - May 1990
Job President at Compass for College
Industry Nonprofit Organization Management
Experience
Compass for College September 2008 - Present
Susan Breon Consulting January 2008 - Present
Orono Foundation for Education June 2002 - June 2007
Piper Jaffray November 1982 - May 1990
Skills
Investments, Non-profits, Portfolio Management, Community Outreach, Microsoft Excel, Start-ups, Volunteer Management, Team Building, Account Management, Fundraising, Strategic Planning, Public Speaking, Leadership Development, Leadership, Nonprofits, Sales, Public Relations
Education
St. Olaf College 1978 — 1982
BA, Economics, East Asian Studies
Edina West High School
Edina West High School
Edina West High School
Compass for College September 2008 - Present
Susan Breon Consulting January 2008 - Present
Orono Foundation for Education June 2002 - June 2007
Piper Jaffray November 1982 - May 1990
Skills
Investments, Non-profits, Portfolio Management, Community Outreach, Microsoft Excel, Start-ups, Volunteer Management, Team Building, Account Management, Fundraising, Strategic Planning, Public Speaking, Leadership Development, Leadership, Nonprofits, Sales, Public Relations
Education
St. Olaf College 1978 — 1982
BA, Economics, East Asian Studies
Edina West High School
Edina West High School
Edina West High School
Andrew Petz's Piper Jaffray Experience June 2007 - May 2010
Job Manger, Mergers & Acquisitions at General Mills
Industry Financial Services
Experience
General Mills February 2012 - Present
Tonka Bay Equity Partners June 2010 - February 2012
Piper Jaffray June 2007 - May 2010
Piper Jaffray June 2006 - June 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, M&A experience, Financial Modeling, Venture Capital, Corporate Development, Corporate Finance, Due Diligence, LBO, Financial Analysis, Business Valuation, Strategy, Investments, Emerging Markets
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (MBA)
St. Olaf College 2003 — 2007
BA, Economics, Mathematics, Finance
General Mills February 2012 - Present
Tonka Bay Equity Partners June 2010 - February 2012
Piper Jaffray June 2007 - May 2010
Piper Jaffray June 2006 - June 2006
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, M&A experience, Financial Modeling, Venture Capital, Corporate Development, Corporate Finance, Due Diligence, LBO, Financial Analysis, Business Valuation, Strategy, Investments, Emerging Markets
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Master of Business Administration (MBA)
St. Olaf College 2003 — 2007
BA, Economics, Mathematics, Finance
Beth Lentz's Piper Jaffray Experience October 1999 - October 2012
Job Thomson Reuters Events Manager Proposition Marketing
Industry Marketing and Advertising
Experience
Thomson Reuters May 2013 - Present
Piper Jaffray October 1999 - October 2012
Blue Ribbon Business Travel July 1994 - October 1999
Skills
Event Planning, Marketing, Executing Events, Client Relations Skills, Project Management, Problem Solving, Roadshows, Project Coordination, Vendor Management, Capital Markets, Syndicate, Event Management, Corporate Events, Business Development, Fixed Income, Investment Banking, Management, CRM, Customer Service, Equities, Strategy, Contract Negotiation, Series 7, Meeting Planning, Investments, Leadership
Education
St. Cloud State University 1989 — 1994
Bachelor's degree, Geography/Travel & Tourism
Thomson Reuters May 2013 - Present
Piper Jaffray October 1999 - October 2012
Blue Ribbon Business Travel July 1994 - October 1999
Skills
Event Planning, Marketing, Executing Events, Client Relations Skills, Project Management, Problem Solving, Roadshows, Project Coordination, Vendor Management, Capital Markets, Syndicate, Event Management, Corporate Events, Business Development, Fixed Income, Investment Banking, Management, CRM, Customer Service, Equities, Strategy, Contract Negotiation, Series 7, Meeting Planning, Investments, Leadership
Education
St. Cloud State University 1989 — 1994
Bachelor's degree, Geography/Travel & Tourism
Pamela Wensel's Piper Jaffray Experience January 2003 - April 2004
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2006 - Present
Piper Jaffray January 2003 - April 2004
Marquette Investment Services November 1996 - January 2003
Skills
Series 7 obtained in...
Education
St. Cloud State University 1992 — 1994
B.S., Marketing
University of Minnesota-Duluth 1990 — 1992
Northwestern Mutual January 2006 - Present
Piper Jaffray January 2003 - April 2004
Marquette Investment Services November 1996 - January 2003
Skills
Series 7 obtained in...
Education
St. Cloud State University 1992 — 1994
B.S., Marketing
University of Minnesota-Duluth 1990 — 1992
Timothy Macarak,CFP®'s Piper Jaffray Experience June 2006 - June 2008
Job Wealth Advisor, West Capital Mgmt.
Industry Financial Services
Experience
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
West Capital Management August 2014 - Present
BNY Mellon October 2009 - August 2014
TD Ameritrade December 2008 - October 2009
Piper Jaffray June 2006 - June 2008
BNY Mellon June 2004 - June 2006
Skills
Investments, Fixed Income, Financial Advisory, Trading, Marketing, Program Management, Structured Products, Sales, Sales Operations, Institutional..., Mutual Funds, Research, Financial Services, Portfolio Management, Series 7
Education
Temple University 2001 — 2004
Bachelor's Degree, Political Science, Economics
Scott Hoyt's Piper Jaffray Experience July 1996 - October 1998
Job FreshRealm
Industry Think Tanks
Experience
FreshRealm January 2013 - Present
Telluride Gold Racing November 2008 - January 2013
Concordance Capital Management August 2010 - January 2012
Telluride Asset Management April 2006 - September 2008
Deephaven Capital Management October 1998 - November 2005
Piper Jaffray July 1996 - October 1998
Skills
Investments, Hedge Funds, Equities, Bloomberg, Portfolio Management, Fixed Income, Equity Research, Private Equity, Asset Managment, Derivatives, Financial Modeling, Trading, Valuation, Capital Markets, Alternative Investments, Asset Allocation, Bonds, Venture Capital, Mutual Funds, Investment Strategies
Education
Southern Methodist University
Finance, Economics
FreshRealm January 2013 - Present
Telluride Gold Racing November 2008 - January 2013
Concordance Capital Management August 2010 - January 2012
Telluride Asset Management April 2006 - September 2008
Deephaven Capital Management October 1998 - November 2005
Piper Jaffray July 1996 - October 1998
Skills
Investments, Hedge Funds, Equities, Bloomberg, Portfolio Management, Fixed Income, Equity Research, Private Equity, Asset Managment, Derivatives, Financial Modeling, Trading, Valuation, Capital Markets, Alternative Investments, Asset Allocation, Bonds, Venture Capital, Mutual Funds, Investment Strategies
Education
Southern Methodist University
Finance, Economics
Keith DeVore's Piper Jaffray Experience 1984 - 1988
Job Teacher at San Diego Unified School District
Industry Investment Management
Experience
San Diego Unified School District August 2007 - Present
Ameriprise (formerly American Express Financial Advisors & IDS) October 2002 - October 2005
American Express Financial Advisors 1994 - 2005
American Express Portfolio Management Group December 2001 - October 2002
US Bank 1988 - 1994
Peace Corps June 1989 - September 1992
Piper Jaffray 1984 - 1988
Piper Jaffray 1984 - 1988
Oracle May 1983 - September 1983
Skills
Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Financial Analysis, Economics, Series 7, Investment Strategies, Financial Modeling, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Bloomberg, Teaching, Asset Management, Risk Management, Fixed Income
Education
San Diego Unified School District Teacher Program 2005 — 2007
Teacher Certification, Math
Chartered Financial Analyst (CFA) June, 1986 1983 — 1986
Stanford University 1979 — 1983
B.A., Economics, Political Science
San Diego Unified School District August 2007 - Present
Ameriprise (formerly American Express Financial Advisors & IDS) October 2002 - October 2005
American Express Financial Advisors 1994 - 2005
American Express Portfolio Management Group December 2001 - October 2002
US Bank 1988 - 1994
Peace Corps June 1989 - September 1992
Piper Jaffray 1984 - 1988
Piper Jaffray 1984 - 1988
Oracle May 1983 - September 1983
Skills
Investments, Asset Managment, Portfolio Management, Equity Research, Equities, Financial Analysis, Economics, Series 7, Investment Strategies, Financial Modeling, Asset Allocation, Hedge Funds, Mutual Funds, Valuation, Bloomberg, Teaching, Asset Management, Risk Management, Fixed Income
Education
San Diego Unified School District Teacher Program 2005 — 2007
Teacher Certification, Math
Chartered Financial Analyst (CFA) June, 1986 1983 — 1986
Stanford University 1979 — 1983
B.A., Economics, Political Science
Aaron Levin's Piper Jaffray Experience August 1998 - July 2000
Job Product Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Wells Fargo Investments February 2001 - March 2010
ING Investment Management July 2000 - February 2001
Piper Jaffray August 1998 - July 2000
Education
St. Cloud State University 1995 — 1998
BS, Finance, Economics
Ameriprise Financial February 2010 - Present
Wells Fargo Investments February 2001 - March 2010
ING Investment Management July 2000 - February 2001
Piper Jaffray August 1998 - July 2000
Education
St. Cloud State University 1995 — 1998
BS, Finance, Economics
Paul Kronlokken's Piper Jaffray Experience July 1984 - July 1992
Job Principal & Portfolio Manager at PALISADE ASSET MANAGEMENT
Industry Investment Management
Experience
PALISADE ASSET MANAGEMENT October 2009 - Present
U. S. Trust Company August 1992 - October 2009
Piper Jaffray July 1984 - July 1992
Perkins Capital Management December 1984 - June 1987
Education
University of Minnesota - Carlson School of Management 1983 — 1987
BSB, Finance & Economics
Stanford University Graduate School of Business
Executive Program
PALISADE ASSET MANAGEMENT October 2009 - Present
U. S. Trust Company August 1992 - October 2009
Piper Jaffray July 1984 - July 1992
Perkins Capital Management December 1984 - June 1987
Education
University of Minnesota - Carlson School of Management 1983 — 1987
BSB, Finance & Economics
Stanford University Graduate School of Business
Executive Program
John Mathison's Piper Jaffray Experience October 2000 - May 2003
Job Private Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo October 2013 - Present
US Bank November 2011 - September 2013
US Bank January 2010 - December 2011
US Bank September 2008 - February 2010
US Bank October 2007 - September 2008
US Bank August 2005 - September 2008
Prudential Financial August 2004 - August 2005
Piper Jaffray October 2000 - May 2003
Skills
Loans, Credit, Credit Analysis, Wealth Management, Private Banking, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Deposits, Cross Selling, Retail Banking, Banking, Management, Mortgage Banking, Investments, Portfolio Management, Cash Management, Treasury Management, Underwriting, Relationship Management, Mortgage Lending
Education
St. Olaf College 1996 — 2000
BA, Economics, Finance
Wells Fargo October 2013 - Present
US Bank November 2011 - September 2013
US Bank January 2010 - December 2011
US Bank September 2008 - February 2010
US Bank October 2007 - September 2008
US Bank August 2005 - September 2008
Prudential Financial August 2004 - August 2005
Piper Jaffray October 2000 - May 2003
Skills
Loans, Credit, Credit Analysis, Wealth Management, Private Banking, Small Business Lending, Commercial Lending, Commercial Banking, Lines Of Credit, Consumer Lending, Deposits, Cross Selling, Retail Banking, Banking, Management, Mortgage Banking, Investments, Portfolio Management, Cash Management, Treasury Management, Underwriting, Relationship Management, Mortgage Lending
Education
St. Olaf College 1996 — 2000
BA, Economics, Finance
Marty Beskow, CFA, CPA, ABV's Piper Jaffray Experience March 1998 - November 2002
Job Chief Financial Officer
Industry Oil & Energy
Experience
American Eagle Energy Corporation August 2013 - Present
Emerald Oil, Inc. March 2012 - July 2013
Northland Securities August 2010 - February 2012
Blue Water Capital Advisors March 2009 - May 2010
Interlachen Capital Group March 2007 - March 2009
Stonehill Financial, LLC / Stonehill Group, LLP May 2003 - March 2007
Robert W. Baird & Co. December 2002 - April 2003
Piper Jaffray March 1998 - November 2002
Target Corporation February 1997 - March 1998
KPMG December 1992 - January 1997
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Quoted in numerous..., Public speaker at..., Start-ups, Turnaround Experience, Debt & Equity Capital..., Growth Strategies, Financial Analysis, Capital Markets
Education
St. Cloud State University 1989 — 1992
BS, Accounting
American Eagle Energy Corporation August 2013 - Present
Emerald Oil, Inc. March 2012 - July 2013
Northland Securities August 2010 - February 2012
Blue Water Capital Advisors March 2009 - May 2010
Interlachen Capital Group March 2007 - March 2009
Stonehill Financial, LLC / Stonehill Group, LLP May 2003 - March 2007
Robert W. Baird & Co. December 2002 - April 2003
Piper Jaffray March 1998 - November 2002
Target Corporation February 1997 - March 1998
KPMG December 1992 - January 1997
Skills
Valuation, Due Diligence, Mergers & Acquisitions, Portfolio Management, Investments, Quoted in numerous..., Public speaker at..., Start-ups, Turnaround Experience, Debt & Equity Capital..., Growth Strategies, Financial Analysis, Capital Markets
Education
St. Cloud State University 1989 — 1992
BS, Accounting
Roger Bonny's Piper Jaffray Experience February 2007 - 2009
Job Consultant at Tate Group, LLC
Industry Financial Services
Experience
Tate Group, LLC June 2009 - Present
Piper Jaffray February 2007 - 2009
Key Bank Capital Markets 2005 - 2007
Decare (a WellPoint Company) 1999 - 2004
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA
Temple University - Fox School of Business and Management 1996 — 1997
MS
St. Cloud State University 1992 — 1996
BS
Tate Group, LLC June 2009 - Present
Piper Jaffray February 2007 - 2009
Key Bank Capital Markets 2005 - 2007
Decare (a WellPoint Company) 1999 - 2004
Education
The University of Chicago Booth School of Business 2001 — 2004
MBA
Temple University - Fox School of Business and Management 1996 — 1997
MS
St. Cloud State University 1992 — 1996
BS
Will Evans's Piper Jaffray Experience May 2015 - Present
Job Healthcare Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Skills
Accounting, Financial Accounting, Financial Statement..., Business Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Bachelor of Science (BS), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Accounting, Finance
Chatham High School 2004 — 2008
Piper Jaffray May 2015 - Present
EY August 2013 - May 2015
EY June 2012 - August 2012
Skills
Accounting, Financial Accounting, Financial Statement..., Business Analysis
Education
Syracuse University - Martin J. Whitman School of Management 2012 — 2013
Bachelor of Science (BS), Accounting
Syracuse University - Martin J. Whitman School of Management 2008 — 2012
Bachelor of Science, Accounting, Finance
Chatham High School 2004 — 2008
Daniel R Wolff's Piper Jaffray Experience 1989 - 1995
Job Agency Trading Group
Industry Financial Services
Experience
Agency Trading Group March 2012 - Present
Eblaze Marketing Inc January 2012 - March 2014
Private Trading Group January 2006 - March 2012
Pacific Crest Securities 1995 - 2004
Piper Jaffray 1989 - 1995
Robert W. Baird & Co. November 1984 - July 1989
Skills
Equities, Investments, Capital Markets, Corporate Development, Alternative Investments, Venture Capital, Hedge Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Asset Management, Securities, Equity Trading, Sales Management, Equity Research, Valuation, Start-ups
Education
University of Wisconsin-Madison 1981 — 1983
Bachelor of Arts (B.A.), Literature and International Relations
St. Lawrence University 1978 — 1980
Agency Trading Group March 2012 - Present
Eblaze Marketing Inc January 2012 - March 2014
Private Trading Group January 2006 - March 2012
Pacific Crest Securities 1995 - 2004
Piper Jaffray 1989 - 1995
Robert W. Baird & Co. November 1984 - July 1989
Skills
Equities, Investments, Capital Markets, Corporate Development, Alternative Investments, Venture Capital, Hedge Funds, Private Equity, Investment Banking, Mergers & Acquisitions, Asset Management, Securities, Equity Trading, Sales Management, Equity Research, Valuation, Start-ups
Education
University of Wisconsin-Madison 1981 — 1983
Bachelor of Arts (B.A.), Literature and International Relations
St. Lawrence University 1978 — 1980
Earle Phillips, MBA's Piper Jaffray Experience June 2005 - August 2005
Job IT Director | Senior IT Consultant | Infrastructure & Software Development Program/Project Manager | Adjunct Instructor
Industry Information Technology and Services
Experience
ITT Technical Institute June 2015 - Present
UnitedHealth Group June 2015 - Present
Phillips' Enterprise March 2012 - Present
Best Buy September 2012 - October 2012
Target September 2010 - February 2012
Ameriprise Financial Services, Inc. June 2006 - August 2009
Allianz Life September 2005 - May 2006
Piper Jaffray June 2005 - August 2005
Blue Cross and Blue Shield of Minnesota August 2004 - May 2005
Medica February 2004 - July 2004
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Vendor Management, Program Management, Software Project..., Visio, PMO, Business Requirements, IT Strategy, Project Portfolio..., Enterprise Architecture, SharePoint, Cross-functional Team..., Integration, MS Project, Data Warehousing, Project Delivery, Business Intelligence, IT Infrastructure..., Quality Assurance, Risk Management, Risk Assessment, Team Management, Test Management, Test Automation, System Testing, Regression Testing, User Acceptance Testing, Project Planning, Clarity, Microsoft Office, Open Workbench, C++ Language, Perl, Java, A+, Building Relationships, Leadership, Project Management, Analysis, IT Management, Servers, Waterfall, E-commerce, IT Service Management, Coaching, Infrastructure, Business Process
Education
Western New England University
Master of Business Administration (MBA), Business Administration and Management, General
Trinity College-Hartford
Master of Arts (MA), Economics of Finance
Western New England University
Bachelor of Science (BS), Finance and Accounting
Springfield Technical Community College
Associate of Science (A.S.), Computer Science
ITT Technical Institute June 2015 - Present
UnitedHealth Group June 2015 - Present
Phillips' Enterprise March 2012 - Present
Best Buy September 2012 - October 2012
Target September 2010 - February 2012
Ameriprise Financial Services, Inc. June 2006 - August 2009
Allianz Life September 2005 - May 2006
Piper Jaffray June 2005 - August 2005
Blue Cross and Blue Shield of Minnesota August 2004 - May 2005
Medica February 2004 - July 2004
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Process Improvement, Vendor Management, Program Management, Software Project..., Visio, PMO, Business Requirements, IT Strategy, Project Portfolio..., Enterprise Architecture, SharePoint, Cross-functional Team..., Integration, MS Project, Data Warehousing, Project Delivery, Business Intelligence, IT Infrastructure..., Quality Assurance, Risk Management, Risk Assessment, Team Management, Test Management, Test Automation, System Testing, Regression Testing, User Acceptance Testing, Project Planning, Clarity, Microsoft Office, Open Workbench, C++ Language, Perl, Java, A+, Building Relationships, Leadership, Project Management, Analysis, IT Management, Servers, Waterfall, E-commerce, IT Service Management, Coaching, Infrastructure, Business Process
Education
Western New England University
Master of Business Administration (MBA), Business Administration and Management, General
Trinity College-Hartford
Master of Arts (MA), Economics of Finance
Western New England University
Bachelor of Science (BS), Finance and Accounting
Springfield Technical Community College
Associate of Science (A.S.), Computer Science
Paul Grangaard's Piper Jaffray Experience 1986 - 2005
Job President & CEO at Allen Edmonds Corporation
Industry Consumer Goods
Experience
Allen Edmonds Corporation August 2008 - Present
Piper Jaffray 1986 - 2005
Skills
Vision, Strategy, Product Offerings, Culture Development, Management, Team-oriented, Finance, Private Equity, Business Strategy, Corporate Development, Cross-functional Team..., Leadership
Education
The University of Chicago, Graduate School of Business 1980 — 1983
MBA, Finance, International Business
Stanford University 1976 — 1980
A.B., Economics, Italian, History, Math
Edina West High School
Allen Edmonds Corporation August 2008 - Present
Piper Jaffray 1986 - 2005
Skills
Vision, Strategy, Product Offerings, Culture Development, Management, Team-oriented, Finance, Private Equity, Business Strategy, Corporate Development, Cross-functional Team..., Leadership
Education
The University of Chicago, Graduate School of Business 1980 — 1983
MBA, Finance, International Business
Stanford University 1976 — 1980
A.B., Economics, Italian, History, Math
Edina West High School
Susan Bayliss Johnson's Piper Jaffray Experience 1987 - 2000
Job Senior Fixed Income Trader at RBC Wealth Management
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2012 - September 2014
Ameriprise Financial Services, Inc. October 2011 - October 2012
G.F. Parish Group October 2010 - April 2011
TRAKS Research, LLC. June 2010 - August 2010
Piper Jaffray 1987 - 2000
Skills
Series 7, Bonds, Investments, Asset Allocation, Market Research, Wealth Management, Bloomberg, Portfolio Management, Asset Management, Management, Equities, Securities, Mutual Funds, Investment Strategies
Education
St. Olaf College 1983 — 1987
BA
Ameriprise Financial Services, Inc. September 2012 - September 2014
Ameriprise Financial Services, Inc. October 2011 - October 2012
G.F. Parish Group October 2010 - April 2011
TRAKS Research, LLC. June 2010 - August 2010
Piper Jaffray 1987 - 2000
Skills
Series 7, Bonds, Investments, Asset Allocation, Market Research, Wealth Management, Bloomberg, Portfolio Management, Asset Management, Management, Equities, Securities, Mutual Funds, Investment Strategies
Education
St. Olaf College 1983 — 1987
BA
Kristi Oliphant's Piper Jaffray Experience 2003 - 2003
Job Hogan Umbrella Project Team Leader at US Bank
Industry Information Technology and Services
Experience
US Bank February 2010 - Present
JPMorgan Chase October 2008 - December 2009
Washington Mutual 2005 - October 2008
Bank One 2004 - 2005
Piper Jaffray 2003 - 2003
Washington Mutual 1998 - 2002
CSC 1996 - 1998
Wells Fargo Bank 1989 - 1996
Skills
JCL, CICS, COBOL, Endeavor, VSAM, Fileaid, Easytrieve, Mainframe, Xpediter, IMS DB/DC, REXX, IBM Utilities, Production Support, Management, SDLC, TSO, Requirements Analysis, IBM Mainframe
Education
St. Catherine University 1987 — 1993
BA, Information Management
US Bank February 2010 - Present
JPMorgan Chase October 2008 - December 2009
Washington Mutual 2005 - October 2008
Bank One 2004 - 2005
Piper Jaffray 2003 - 2003
Washington Mutual 1998 - 2002
CSC 1996 - 1998
Wells Fargo Bank 1989 - 1996
Skills
JCL, CICS, COBOL, Endeavor, VSAM, Fileaid, Easytrieve, Mainframe, Xpediter, IMS DB/DC, REXX, IBM Utilities, Production Support, Management, SDLC, TSO, Requirements Analysis, IBM Mainframe
Education
St. Catherine University 1987 — 1993
BA, Information Management
Ryan Halvorson's Piper Jaffray Experience May 2004 - August 2004
Job Rates Trading at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
KeyBanc Capital Markets May 2013 - Present
Franklin Templeton Investments May 2010 - March 2013
RBC Capital Markets August 2008 - March 2009
RBC Capital Markets May 2006 - September 2006
Piper Jaffray May 2004 - August 2004
Skills
Sales, Bloomberg, Equities, Investments, Fixed Income, Alternative Investments, Asset Managment, FINRA, Portfolio Management, Wealth Management, Investment Strategies, Mutual Funds, Financial Analysis, Bonds, Series 7, Asset Allocation, Series 63, Capital Markets, Electronic Trading, Loans, Bloomberg Terminal, Trading
Education
Stetson University 2003 — 2008
BA, Finance
The Blake School
Ron Kosel's Piper Jaffray Experience November 1995 - April 2001
Job President, Schoenberg, Kosel & Hjort Financial
Industry Financial Services
Experience
Schoenberg Kosel & Hjort Financial April 2001 - Present
Piper Jaffray November 1995 - April 2001
Education
Saint Cloud State University - G.R. Herberger College of Business 1986 — 1991
Bachelor of Science (B.S.), Finance, General
Schoenberg Kosel & Hjort Financial April 2001 - Present
Piper Jaffray November 1995 - April 2001
Education
Saint Cloud State University - G.R. Herberger College of Business 1986 — 1991
Bachelor of Science (B.S.), Finance, General
Renisha Spivey Bishop's Piper Jaffray Experience September 2005 - Present
Job Research Assistant at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray September 2005 - Present
Skills
Analysis, Equity Research
Education
Spelman College
Piper Jaffray September 2005 - Present
Skills
Analysis, Equity Research
Education
Spelman College
Frederick Winston's Piper Jaffray Experience June 1998 - July 2000
Job Business Development at OneBreath
Industry Medical Devices
Experience
OneBreath June 2010 - Present
Broncus Technologies June 2005 - August 2009
Broncus Technologies June 2003 - May 2005
Piper Jaffray June 1998 - July 2000
Education
Stanford University Graduate School of Business 2009 — 2010
Stanford University 2000 — 2002
MS, Mechanical Engineering
Williams College 1993 — 1997
BA, Chemistry
OneBreath June 2010 - Present
Broncus Technologies June 2005 - August 2009
Broncus Technologies June 2003 - May 2005
Piper Jaffray June 1998 - July 2000
Education
Stanford University Graduate School of Business 2009 — 2010
Stanford University 2000 — 2002
MS, Mechanical Engineering
Williams College 1993 — 1997
BA, Chemistry
Vanessa Ranallo's Piper Jaffray Experience 1991 - 1993
Job Consultant, Rothenberger Institute, U of MN
Industry
Experience
Rothenberger Institute, University of MN June 2015 - Present
Office of Technology Commercialization, University of MN February 2014 - June 2015
Bethel University 2010 - January 2015
Independent Consultant 2006 - 2010
Ceridian 1997 - 2005
Coopers & Lybrand Consulting 1995 - 1996
Piper Jaffray 1991 - 1993
Skills
Leadership Development, Teaching, Strategic Planning, Staff Development, Human Resources, Management, Adult Education, Project Management, Leadership, Non-profits, Higher Education, Public Speaking, Training, Fundraising, Data Analysis, Instructional Design, Nonprofits
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., General Management
St. Olaf College 1986 — 1990
B.A., Economics, French
Rothenberger Institute, University of MN June 2015 - Present
Office of Technology Commercialization, University of MN February 2014 - June 2015
Bethel University 2010 - January 2015
Independent Consultant 2006 - 2010
Ceridian 1997 - 2005
Coopers & Lybrand Consulting 1995 - 1996
Piper Jaffray 1991 - 1993
Skills
Leadership Development, Teaching, Strategic Planning, Staff Development, Human Resources, Management, Adult Education, Project Management, Leadership, Non-profits, Higher Education, Public Speaking, Training, Fundraising, Data Analysis, Instructional Design, Nonprofits
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A., General Management
St. Olaf College 1986 — 1990
B.A., Economics, French
Heidi Schumacher's Piper Jaffray Experience 1995 - 2009
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial 2009 - Present
Piper Jaffray 1995 - 2009
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics
Ameriprise Financial 2009 - Present
Piper Jaffray 1995 - 2009
Education
St. Olaf College
Bachelor of Arts (B.A.), Economics
Brian Erickson, CFA's Piper Jaffray Experience January 1998 - May 2006
Job Director of Fixed Income Research and Strategy at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2010 - Present
Stifel Nicolaus February 2007 - October 2010
Emergency Foodshelf Network 2006 - 2010
Piper Jaffray January 1998 - May 2006
Education
St. Olaf College 1990 — 1994
Math and Economics
Ameriprise Financial December 2010 - Present
Stifel Nicolaus February 2007 - October 2010
Emergency Foodshelf Network 2006 - 2010
Piper Jaffray January 1998 - May 2006
Education
St. Olaf College 1990 — 1994
Math and Economics
Rachel Marshak's Piper Jaffray Experience August 2011 - Present
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray August 2011 - Present
Credit Suisse July 2002 - June 2011
KBC Financial Products December 1999 - June 2002
D. E. Shaw & Co. August 1998 - December 1999
Education
Stanford University 1994 — 1998
B.A, political science
Piper Jaffray August 2011 - Present
Credit Suisse July 2002 - June 2011
KBC Financial Products December 1999 - June 2002
D. E. Shaw & Co. August 1998 - December 1999
Education
Stanford University 1994 — 1998
B.A, political science
Jody Piwoschuk Welton's Piper Jaffray Experience 1987 - 1995
Job Marketing Manager APD Wealth Management
Industry Financial Services
Experience
Financial Services Company June 2004 - Present
Harley-Davidson Elk River MN 2000 - 2004
VISTAinfo (Moore Data Management) 1998 - 2000
Federal Cartridge Company 1995 - 1998
Piper Jaffray 1987 - 1995
Education
St. Cloud State University 1984 — 1987
BS Communications
Cooper High School
Financial Services Company June 2004 - Present
Harley-Davidson Elk River MN 2000 - 2004
VISTAinfo (Moore Data Management) 1998 - 2000
Federal Cartridge Company 1995 - 1998
Piper Jaffray 1987 - 1995
Education
St. Cloud State University 1984 — 1987
BS Communications
Cooper High School
Colleen McDonald's Piper Jaffray Experience May 2004 - May 2005
Job HR Recruiter at Allina Health
Industry Hospital & Health Care
Experience
Allina Health August 2007 - Present
Allina Hospitals & Clinics February 2006 - August 2007
Piper Jaffray May 2004 - May 2005
Piper Jaffray August 1998 - May 2004
Skills
Healthcare, Recruiting, Talent Management, Human Resources, Ambulatory
Education
St. Cloud State University
B.S., Interdepartmental Communications
Allina Health August 2007 - Present
Allina Hospitals & Clinics February 2006 - August 2007
Piper Jaffray May 2004 - May 2005
Piper Jaffray August 1998 - May 2004
Skills
Healthcare, Recruiting, Talent Management, Human Resources, Ambulatory
Education
St. Cloud State University
B.S., Interdepartmental Communications
Nicholas Holden's Piper Jaffray Experience September 2004 - May 2005
Job Associate Director Business Development & Product at UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group April 2014 - Present
OptumInsight May 2013 - April 2014
UnitedHealth Group July 2011 - May 2013
UnitedHealth Group October 2009 - June 2011
Dorsey & Whitney LLP August 2007 - October 2009
Dorsey & Whitney LLP July 2005 - July 2007
Piper Jaffray September 2004 - May 2005
Piper Jaffray May 2001 - September 2004
Skills
Process Improvement, Business Strategy, Business Analysis, Trading, Data Analysis, Cross-functional Team..., Analysis, Financial Analysis, Analytics, Vendor Management, Financial Modeling, Strategy, Strategic Planning, Business Intelligence, Competitive Analysis
Education
University of St. Thomas 2005 — 2008
Master of Business Administration (M.B.A.), Management
St. Cloud State University 1997 — 2001
Bachelor's degree, Finance, General
UnitedHealth Group April 2014 - Present
OptumInsight May 2013 - April 2014
UnitedHealth Group July 2011 - May 2013
UnitedHealth Group October 2009 - June 2011
Dorsey & Whitney LLP August 2007 - October 2009
Dorsey & Whitney LLP July 2005 - July 2007
Piper Jaffray September 2004 - May 2005
Piper Jaffray May 2001 - September 2004
Skills
Process Improvement, Business Strategy, Business Analysis, Trading, Data Analysis, Cross-functional Team..., Analysis, Financial Analysis, Analytics, Vendor Management, Financial Modeling, Strategy, Strategic Planning, Business Intelligence, Competitive Analysis
Education
University of St. Thomas 2005 — 2008
Master of Business Administration (M.B.A.), Management
St. Cloud State University 1997 — 2001
Bachelor's degree, Finance, General
Karen Robertson's Piper Jaffray Experience May 2013 - July 2014
Job Associate Client Middle Office Sales Assistant
Industry Investment Banking
Experience
Velocity Investments March 2015 - Present
Touchstone Crystal March 2015 - Present
Piper Jaffray May 2013 - July 2014
Goldman Sachs 2008 - 2012
Goldman Sachs 2006 - 2008
Goldman Sachs 2000 - 2006
Skills
Fixed Income, Middle Office, High Yield, Corporate Bonds, Preferred Securities, Emerging Markets, Municipal Bonds, Structured Products, Client Relations Skills, Confirmations, DTC, Euroclear, Settlements, Trace, Reg T, Buy-Ins, Sell-Outs, Corporate Actions, Alert, Bloomberg, Omgeo Oasys, Troubleshooting, Multitasking Skills, Training, Client On-Boarding, Convertible Bonds, Equities, Syndications, Electronic Trading, Settlement, FX Options, Confirmation, Financial Markets, Money Market, Risk Management, Back Office, Corporates, Financial Risk, Investments, Buy-in, Securities, Bonds, Securities Lending, FINRA, Credit
Education
Taylor Business Institute 1980 — 1981
Executive Assistant, Business Administration and Management, General
Velocity Investments March 2015 - Present
Touchstone Crystal March 2015 - Present
Piper Jaffray May 2013 - July 2014
Goldman Sachs 2008 - 2012
Goldman Sachs 2006 - 2008
Goldman Sachs 2000 - 2006
Skills
Fixed Income, Middle Office, High Yield, Corporate Bonds, Preferred Securities, Emerging Markets, Municipal Bonds, Structured Products, Client Relations Skills, Confirmations, DTC, Euroclear, Settlements, Trace, Reg T, Buy-Ins, Sell-Outs, Corporate Actions, Alert, Bloomberg, Omgeo Oasys, Troubleshooting, Multitasking Skills, Training, Client On-Boarding, Convertible Bonds, Equities, Syndications, Electronic Trading, Settlement, FX Options, Confirmation, Financial Markets, Money Market, Risk Management, Back Office, Corporates, Financial Risk, Investments, Buy-in, Securities, Bonds, Securities Lending, FINRA, Credit
Education
Taylor Business Institute 1980 — 1981
Executive Assistant, Business Administration and Management, General
Marcia Landis's Piper Jaffray Experience 1979 - 1984
Job Retired
Industry Investment Banking
Experience
Various Organizations 2004 - Present
GHJ&M Inc. 1989 - 2004
Piper Jaffray 1979 - 1984
Skills
Public Speaking, Microsoft Excel, Fundraising, PowerPoint, Strategic Planning, Sales, Budgets, Event Planning, Team Leadership, Retail, Public Relations, Social Media, Leadership Development, Analysis, Marketing Strategy, Teamwork, Leadership, Hospitality, Team Building, Trade Shows, Change Management, Sales Management, Customer Service, Outlook, Nonprofits, Social Media Marketing, Research, Banking, Process Scheduler, Account Management, Marketing, Event Management, Program Management, Microsoft Word, Access, Negotiation, Management, Corporate Events, Poker, Marketing Research, Project Planning, Microsoft Office, Social Networking, Office Administration, Time Management, Administrative...
Education
St. Cloud State University
Business Education
Various Organizations 2004 - Present
GHJ&M Inc. 1989 - 2004
Piper Jaffray 1979 - 1984
Skills
Public Speaking, Microsoft Excel, Fundraising, PowerPoint, Strategic Planning, Sales, Budgets, Event Planning, Team Leadership, Retail, Public Relations, Social Media, Leadership Development, Analysis, Marketing Strategy, Teamwork, Leadership, Hospitality, Team Building, Trade Shows, Change Management, Sales Management, Customer Service, Outlook, Nonprofits, Social Media Marketing, Research, Banking, Process Scheduler, Account Management, Marketing, Event Management, Program Management, Microsoft Word, Access, Negotiation, Management, Corporate Events, Poker, Marketing Research, Project Planning, Microsoft Office, Social Networking, Office Administration, Time Management, Administrative...
Education
St. Cloud State University
Business Education
Ryan Johnsrud's Piper Jaffray Experience June 2013 - August 2013
Job M&A Analyst at UnitedHealth Group
Industry Financial Services
Experience
UnitedHealth Group July 2014 - Present
Harry C. Piper Center for Vocation and Career August 2012 - May 2014
Piper Jaffray June 2013 - August 2013
Mayo Clinic Innovation Summer Program June 2012 - June 2012
Education
St. Olaf College 2010 — 2014
Economics - Finance, Mathematics
UnitedHealth Group July 2014 - Present
Harry C. Piper Center for Vocation and Career August 2012 - May 2014
Piper Jaffray June 2013 - August 2013
Mayo Clinic Innovation Summer Program June 2012 - June 2012
Education
St. Olaf College 2010 — 2014
Economics - Finance, Mathematics
Roger Karg's Piper Jaffray Experience March 1997 - October 1998
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial April 1985 - March 2013
Piper Jaffray March 1997 - October 1998
Edward Jones March 1983 - December 1984
Skills
Financial Services..., Chief Compliance..., Cross Functional Team..., Regulatory Exam..., Compliance oversight of..., FINRA Series 7 and 24..., Supervisory Controls..., Financial Risk, Cross-functional Team..., Financial Services, Strategy, Leadership, Strategic Planning, Securities, Risk Management, Insurance, Product Development, FINRA, Series 24, Series 7, Series 63, Mutual Funds
Education
St. Cloud State University 1977 — 1982
Bachelor of Arts (BA), Economics
St. Cloud State University 1977 — 1982
BA - Economics, Economics
Ameriprise Financial April 1985 - March 2013
Piper Jaffray March 1997 - October 1998
Edward Jones March 1983 - December 1984
Skills
Financial Services..., Chief Compliance..., Cross Functional Team..., Regulatory Exam..., Compliance oversight of..., FINRA Series 7 and 24..., Supervisory Controls..., Financial Risk, Cross-functional Team..., Financial Services, Strategy, Leadership, Strategic Planning, Securities, Risk Management, Insurance, Product Development, FINRA, Series 24, Series 7, Series 63, Mutual Funds
Education
St. Cloud State University 1977 — 1982
Bachelor of Arts (BA), Economics
St. Cloud State University 1977 — 1982
BA - Economics, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS