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
Lindsay Gust Lindsay Gust's Piper Jaffray Experience August 2005 - June 2006
Job Senior Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2006 - Present
Piper Jaffray August 2005 - June 2006
Education
The University of North Dakota 2002 — 2004
Financial Management
University of Minnesota Crookston 2001 — 2002
Merrill Lynch June 2006 - Present
Piper Jaffray August 2005 - June 2006
Education
The University of North Dakota 2002 — 2004
Financial Management
University of Minnesota Crookston 2001 — 2002
Eric Stromberg Eric Stromberg's Piper Jaffray Experience November 2011 - Present
Job Server & Storage Management at Piper Jaffray
Industry Food Production
Experience
Piper Jaffray November 2011 - Present
Cargill, Inc March 2005 - November 2011
Cargill, Inc September 2004 - March 2005
Cargill, Inc June 2000 - November 2004
Rainier Technology December 1998 - April 2000
Ecolab, Inc June 1997 - November 1998
Skills
EMC, NetApp, Cisco SAN
Education
The University of North Dakota 1993 — 1997
Bacholor of Science, Airway Computer Science
Piper Jaffray November 2011 - Present
Cargill, Inc March 2005 - November 2011
Cargill, Inc September 2004 - March 2005
Cargill, Inc June 2000 - November 2004
Rainier Technology December 1998 - April 2000
Ecolab, Inc June 1997 - November 1998
Skills
EMC, NetApp, Cisco SAN
Education
The University of North Dakota 1993 — 1997
Bacholor of Science, Airway Computer Science
Ellen Wall Ellen Wall's Piper Jaffray Experience March 2013 - January 2014
Job Human Resources at Northside Hospital
Industry Human Resources
Experience
Northside Hospital July 2015 - Present
Ansley Animal Clinic September 2014 - March 2015
Piper Jaffray March 2013 - January 2014
Clothes Mentor October 2012 - August 2013
Maplecrest Farm May 2012 - July 2012
Skills
Budgets, Management, Sales, Office Management, Leadership, Sales Operations, Customer Service, Time Management, Social Networking, Teamwork
Education
The University of Georgia 2012 — 2014
Bachelor of Science (BS), Psychology
University of Kentucky 2010 — 2012
Bachelor of Science (BS), Psychology
Northside Hospital July 2015 - Present
Ansley Animal Clinic September 2014 - March 2015
Piper Jaffray March 2013 - January 2014
Clothes Mentor October 2012 - August 2013
Maplecrest Farm May 2012 - July 2012
Skills
Budgets, Management, Sales, Office Management, Leadership, Sales Operations, Customer Service, Time Management, Social Networking, Teamwork
Education
The University of Georgia 2012 — 2014
Bachelor of Science (BS), Psychology
University of Kentucky 2010 — 2012
Bachelor of Science (BS), Psychology
Kevin Monn, CFA Kevin Monn, CFA's Piper Jaffray Experience November 1991 - August 2006
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
UBS August 2006 - December 2009
Piper Jaffray November 1991 - August 2006
Education
University of Notre Dame 2002 — 2004
Master of Business Administration (M.B.A.)
The University of North Dakota 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
RBC Wealth Management December 2009 - Present
UBS August 2006 - December 2009
Piper Jaffray November 1991 - August 2006
Education
University of Notre Dame 2002 — 2004
Master of Business Administration (M.B.A.)
The University of North Dakota 1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Eric Martinuzzi Eric Martinuzzi's Piper Jaffray Experience 2000 - 2001
Job Equity Research Analyst Technology
Industry Financial Services
Experience
Lake Street Capital Markets, LLC May 2012 - Present
Craig-Hallum Capital Group 2002 - 2012
ThinkEquity Partners 2001 - 2002
Piper Jaffray 2000 - 2001
Skills
Equity Research, Sell Side, Chartered Financial..., Valuation, Hedge Funds, Equities, Financial Modeling, Investment Banking, Private Equity, Equity Valuation, Series 7, Series 24, FINOP, FINRA, Venture Capital, M&A experience, Corporate Development, Corporate Finance, Portfolio Management, Investments, Due Diligence, Financial Analysis, Mergers
Education
United States Naval Academy
BS
University of Pennsylvania - The Wharton School
MBA
Lake Street Capital Markets, LLC May 2012 - Present
Craig-Hallum Capital Group 2002 - 2012
ThinkEquity Partners 2001 - 2002
Piper Jaffray 2000 - 2001
Skills
Equity Research, Sell Side, Chartered Financial..., Valuation, Hedge Funds, Equities, Financial Modeling, Investment Banking, Private Equity, Equity Valuation, Series 7, Series 24, FINOP, FINRA, Venture Capital, M&A experience, Corporate Development, Corporate Finance, Portfolio Management, Investments, Due Diligence, Financial Analysis, Mergers
Education
United States Naval Academy
BS
University of Pennsylvania - The Wharton School
MBA
Blake Malecha's Piper Jaffray Experience May 2015 - August 2015
Job at The Ohio State University Fisher College of Business
Industry Higher Education
Experience
Piper Jaffray May 2015 - August 2015
CHS May 2014 - August 2014
Lowe's Companies, Inc. April 2012 - June 2012
Interstate Commodities September 2011 - December 2011
Skills
Stock Market, Strategic Planning, Futurism, Problem Solving, Team Leadership, Overcoming Adversity, Golf, Ice Hockey, Football, Customer Service, Trading, Fast Learner, Anticipation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Time Management, Leadership, Public Speaking, Social Media, Access
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Piper Jaffray May 2015 - August 2015
CHS May 2014 - August 2014
Lowe's Companies, Inc. April 2012 - June 2012
Interstate Commodities September 2011 - December 2011
Skills
Stock Market, Strategic Planning, Futurism, Problem Solving, Team Leadership, Overcoming Adversity, Golf, Ice Hockey, Football, Customer Service, Trading, Fast Learner, Anticipation, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Time Management, Leadership, Public Speaking, Social Media, Access
Education
The Ohio State University Fisher College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance
Davis Johnson Davis Johnson's Piper Jaffray Experience June 2014 - August 2014
Job Staff Consultant Growth Strategies at Baker Tilly Virchow Krause, LLP
Industry Financial Services
Experience
Baker Tilly Virchow Krause, LLP August 2015 - Present
Carlson Ventures Enterprise January 2014 - May 2015
Piper Jaffray June 2014 - August 2014
MD Financial May 2013 - September 2013
Inner Circle August 2012 - August 2013
Holiday Companies May 2012 - September 2012
Hot Lawns May 2007 - January 2012
Skills
Customer Service, People Skills, Teamwork, Microsoft Excel, PowerPoint, Analysis, Strategic Planning, Social Media, Financial Analysis, Reflection, Public Speaking, Leadership, Access, Finance, Research, Entrepreneurship
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance, Entrepreneurial Management, 3.96
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad Experience, Finance
Minnetonka High School 2007 — 2011
4.0
Baker Tilly Virchow Krause, LLP August 2015 - Present
Carlson Ventures Enterprise January 2014 - May 2015
Piper Jaffray June 2014 - August 2014
MD Financial May 2013 - September 2013
Inner Circle August 2012 - August 2013
Holiday Companies May 2012 - September 2012
Hot Lawns May 2007 - January 2012
Skills
Customer Service, People Skills, Teamwork, Microsoft Excel, PowerPoint, Analysis, Strategic Planning, Social Media, Financial Analysis, Reflection, Public Speaking, Leadership, Access, Finance, Research, Entrepreneurship
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance, Entrepreneurial Management, 3.96
The Hong Kong University of Science and Technology 2013 — 2013
Study Abroad Experience, Finance
Minnetonka High School 2007 — 2011
4.0
Jake Ambrose's Piper Jaffray Experience 2003 - 2005
Job Managing Partner at Armory Capital
Industry Venture Capital & Private Equity
Experience
Armory Capital LLC September 2009 - Present
Stellar Materials June 2015 - Present
Envisage Technologies LLC October 2014 - Present
Horizon Hobby January 2014 - Present
Jim's Formal Wear Co. December 2012 - Present
Goldner Hawn Johnson & Morrison 2005 - 2007
Piper Jaffray 2003 - 2005
Skills
Family Office, Family Business, Deal Sourcing, Private Equity, Ownership Transition, Growth Capital, M&A experience, Corporate Development, Buyouts, Mergers, Acquisitions, LBO, Venture Capital, Capital Raising, Alternative Investments, Organizational Behavior, Organizational Culture, New Business Development, Board Relations, Board of Directors..., CEO Succession, Investment Banking, Corporate Finance, Investments, Private Placements, Leveraged Finance, Mezzanine, Hedge Funds, Divestitures, Emerging Markets, Asset Allocation, Multi-generational..., Financial Modeling, Business Valuation, Valuation, DCF, Due Diligence
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science (B.Sc.), Finance
Armory Capital LLC September 2009 - Present
Stellar Materials June 2015 - Present
Envisage Technologies LLC October 2014 - Present
Horizon Hobby January 2014 - Present
Jim's Formal Wear Co. December 2012 - Present
Goldner Hawn Johnson & Morrison 2005 - 2007
Piper Jaffray 2003 - 2005
Skills
Family Office, Family Business, Deal Sourcing, Private Equity, Ownership Transition, Growth Capital, M&A experience, Corporate Development, Buyouts, Mergers, Acquisitions, LBO, Venture Capital, Capital Raising, Alternative Investments, Organizational Behavior, Organizational Culture, New Business Development, Board Relations, Board of Directors..., CEO Succession, Investment Banking, Corporate Finance, Investments, Private Placements, Leveraged Finance, Mezzanine, Hedge Funds, Divestitures, Emerging Markets, Asset Allocation, Multi-generational..., Financial Modeling, Business Valuation, Valuation, DCF, Due Diligence
Education
The University of Chicago - Booth School of Business 2007 — 2009
MBA
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
Bachelor of Science (B.Sc.), Finance
Kent F Larson Kent F Larson's Piper Jaffray Experience February 2000 - May 2001
Job Director of Sales Education at Voya Financial
Industry Financial Services
Experience
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Voya Financial March 2015 - Present
Allianz Life September 2014 - February 2015
Feltl and Company November 2012 - April 2014
ING August 2008 - October 2012
ING June 2006 - August 2008
Ameriprise Financial December 2003 - May 2006
Edward Jones June 2001 - December 2002
Piper Jaffray February 2000 - May 2001
Southwestern Company January 1994 - August 1999
Skills
Retirement Planning, Series 63, Investments, Fixed Annuities, Relationship Management, Life Insurance, Series 7, Mutual Funds, Wealth Management, Business Development, Finance, Marketing, Sales Operations, Insurance, Marketing Strategy, Financial Advisory, Training, Strategic Financial..., Sales, New Business Development, Equities, Financial Planning
Education
The University of North Dakota 1994 — 1999
Communications, Public Relations
The University of North Dakota
Christopher Kelley, CFA, CAIA Christopher Kelley, CFA, CAIA's Piper Jaffray Experience September 2005 - August 2006
Job Portfolio Manager at Compass Capital Management
Industry Financial Services
Experience
Compass Capital Management April 2014 - Present
Merrill Lynch December 2007 - March 2014
US Trust October 2006 - December 2007
Piper Jaffray September 2005 - August 2006
Skills
Hedge Funds, Private Equity, Real Estate, Real Assets, Business Development, Equities, Alternative Investments, FINRA, Asset Allocation, Financial Services, Relationship Management, Asset Management, Fixed Income, Portfolio Management, Series 7, Asset, Mutual Funds, Finance, Investments
Education
Union College 2001 — 2005
B.A., History
Compass Capital Management April 2014 - Present
Merrill Lynch December 2007 - March 2014
US Trust October 2006 - December 2007
Piper Jaffray September 2005 - August 2006
Skills
Hedge Funds, Private Equity, Real Estate, Real Assets, Business Development, Equities, Alternative Investments, FINRA, Asset Allocation, Financial Services, Relationship Management, Asset Management, Fixed Income, Portfolio Management, Series 7, Asset, Mutual Funds, Finance, Investments
Education
Union College 2001 — 2005
B.A., History
Billy Walick Billy Walick's Piper Jaffray Experience January 2014 - June 2014
Job Equity Syndicate Analyst at KeyBank
Industry Investment Management
Experience
KeyBank November 2014 - Present
Piper Jaffray January 2014 - June 2014
Walick-Kemp & Associates May 2013 - July 2013
Skills
Microsoft Excel, Analysis, Financial Engineering, Matlab, Teamwork, Financial Modeling, Asset Management, Risk Management, Actuarial Science, C++ Language, R, SAS, Public Speaking, Communication Skills, Economics
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics, 3.6/4.0 GPA
Auburn University 2009 — 2013
Bachelor of Science (BS), Actuarial Science, 4.0/4.0 GPA - Summa Cum Laude
Universitat Ramon Llull 2012 — 2012
Economic Effects of the Global Financial Crisis
KeyBank November 2014 - Present
Piper Jaffray January 2014 - June 2014
Walick-Kemp & Associates May 2013 - July 2013
Skills
Microsoft Excel, Analysis, Financial Engineering, Matlab, Teamwork, Financial Modeling, Asset Management, Risk Management, Actuarial Science, C++ Language, R, SAS, Public Speaking, Communication Skills, Economics
Education
The University of Chicago 2013 — 2014
Master of Science (MS), Financial Mathematics, 3.6/4.0 GPA
Auburn University 2009 — 2013
Bachelor of Science (BS), Actuarial Science, 4.0/4.0 GPA - Summa Cum Laude
Universitat Ramon Llull 2012 — 2012
Economic Effects of the Global Financial Crisis
Tom Crow's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
Meridian General, LLC. September 2013 - January 2014
Mercer January 2010 - July 2012
Mercer August 2006 - December 2009
Michigan Supreme Court August 2005 - December 2005
Skills
Cross-functional Team..., Data Analysis, Leadership, Entrepreneurship, Project Management, Strategic Planning, Product Development, Change Management, Human Capital, Management, Business Strategy, Business Planning, Off-shore Teams, Consulting, Financial Modeling, Valuation, Training, Marketing
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurship
University of California, Los Angeles 2001 — 2005
Bachelors, Political Science
Chadwick School 1997 — 2001
Piper Jaffray July 2014 - Present
Meridian General, LLC. September 2013 - January 2014
Mercer January 2010 - July 2012
Mercer August 2006 - December 2009
Michigan Supreme Court August 2005 - December 2005
Skills
Cross-functional Team..., Data Analysis, Leadership, Entrepreneurship, Project Management, Strategic Planning, Product Development, Change Management, Human Capital, Management, Business Strategy, Business Planning, Off-shore Teams, Consulting, Financial Modeling, Valuation, Training, Marketing
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Entrepreneurship
University of California, Los Angeles 2001 — 2005
Bachelors, Political Science
Chadwick School 1997 — 2001
Kendal Reed's Piper Jaffray Experience July 2010 - March 2012
Job Senior Associate at Intervale Capital
Industry Financial Services
Experience
Intervale Capital March 2012 - Present
Piper Jaffray July 2010 - March 2012
Education
University of Kansas 2006 — 2010
Bachelor of Science (BS), Finance, General
Intervale Capital March 2012 - Present
Piper Jaffray July 2010 - March 2012
Education
University of Kansas 2006 — 2010
Bachelor of Science (BS), Finance, General
Matthew Pettit Matthew Pettit's Piper Jaffray Experience December 2007 - July 2010
Job CEO at Ascend Dermatology
Industry Venture Capital & Private Equity
Experience
Ascend Dermatology / Tree Street Dermatology August 2014 - Present
MCP Capital, LLC January 2013 - Present
LYFE Kitchen December 2013 - Present
Beecken Petty O'Keefe & Company July 2010 - December 2012
Piper Jaffray December 2007 - July 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Strategic Management, Entrepreneurship
The Ohio State University Fisher College of Business 2006 — 2007
MAcc, Corporate Finance
The Ohio State University Fisher College of Business 2003 — 2006
BS, Accounting
Cincinnati Saint Xavier High School
Ascend Dermatology / Tree Street Dermatology August 2014 - Present
MCP Capital, LLC January 2013 - Present
LYFE Kitchen December 2013 - Present
Beecken Petty O'Keefe & Company July 2010 - December 2012
Piper Jaffray December 2007 - July 2010
Education
The University of Chicago - Booth School of Business 2012 — 2014
MBA, Strategic Management, Entrepreneurship
The Ohio State University Fisher College of Business 2006 — 2007
MAcc, Corporate Finance
The Ohio State University Fisher College of Business 2003 — 2006
BS, Accounting
Cincinnati Saint Xavier High School
Bryan Wilson's Piper Jaffray Experience 2002 - September 2007
Job Director at BMO Capital Markets
Industry Capital Markets
Experience
BMO Capital Markets September 2007 - Present
Piper Jaffray 2002 - September 2007
eBondTrade/CRG High Alpha Fund November 1999 - 2002
US Bancorp Piper Jaffray January 1999 - November 1999
Cronin and Company, Inc. January 1997 - January 1999
Skills
Fixed Income, Municipal Bonds, Structured Products, Banking, Underwriting, Bloomberg, Capital Markets, Bonds, Derivatives, Valuation, Financial Modeling, Series 7, Portfolio Management, Equities, Securities, Investment Banking, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Economics, Finance and Accounting
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration (BBA), Real Estate and Urban Land Economics
Edina High School
BMO Capital Markets September 2007 - Present
Piper Jaffray 2002 - September 2007
eBondTrade/CRG High Alpha Fund November 1999 - 2002
US Bancorp Piper Jaffray January 1999 - November 1999
Cronin and Company, Inc. January 1997 - January 1999
Skills
Fixed Income, Municipal Bonds, Structured Products, Banking, Underwriting, Bloomberg, Capital Markets, Bonds, Derivatives, Valuation, Financial Modeling, Series 7, Portfolio Management, Equities, Securities, Investment Banking, Hedge Funds
Education
The University of Chicago Booth School of Business 2003 — 2006
Master of Business Administration (MBA), Economics, Finance and Accounting
University of Wisconsin-Madison 1991 — 1995
Bachelor of Business Administration (BBA), Real Estate and Urban Land Economics
Edina High School
Traver Davis, CFA's Piper Jaffray Experience 2011 - 2015
Job Healthcare Equity Analyst at Bennett Lawrence Management, LLC
Industry Banking
Experience
Bennett Lawrence Management, LLC August 2015 - Present
Piper Jaffray 2011 - 2015
Maxim Group 2011 - 2011
Bloomberg LP 2007 - 2011
Skills
Financial Modeling, Equity Research, Healthcare, Equities, Lifesciences, Hedge Funds, Quantitative Analytics, Data Analysis, Bloomberg Terminal, Fixed Income, Emerging Markets, Valuation, Alternative Investments, Capital Markets, Bloomberg, Investment Banking
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), Public Health
Seton Hall Prep School
Bennett Lawrence Management, LLC August 2015 - Present
Piper Jaffray 2011 - 2015
Maxim Group 2011 - 2011
Bloomberg LP 2007 - 2011
Skills
Financial Modeling, Equity Research, Healthcare, Equities, Lifesciences, Hedge Funds, Quantitative Analytics, Data Analysis, Bloomberg Terminal, Fixed Income, Emerging Markets, Valuation, Alternative Investments, Capital Markets, Bloomberg, Investment Banking
Education
The Johns Hopkins University
Bachelor of Arts (B.A.), Public Health
Seton Hall Prep School
Ryan A. Kaeding Ryan A. Kaeding's Piper Jaffray Experience May 2012 - Present
Job Associate at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2012 - Present
Franklin Partners Inc. July 2011 - May 2012
St. Jude Medical June 2010 - July 2011
Carlson Growth Fund February 2010 - May 2011
Deloitte & Touche LLP January 2005 - August 2009
Federal Deposit Insurance Corporation (FDIC) May 2003 - August 2004
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Master of Business Administration, Finance & Strategy
The University of North Dakota 2000 — 2004
Financial Management; Accounting, Finance and Accounting
Piper Jaffray May 2012 - Present
Franklin Partners Inc. July 2011 - May 2012
St. Jude Medical June 2010 - July 2011
Carlson Growth Fund February 2010 - May 2011
Deloitte & Touche LLP January 2005 - August 2009
Federal Deposit Insurance Corporation (FDIC) May 2003 - August 2004
Education
University of Minnesota - Carlson School of Management 2009 — 2011
Master of Business Administration, Finance & Strategy
The University of North Dakota 2000 — 2004
Financial Management; Accounting, Finance and Accounting
Pete Swanson, CFA's Piper Jaffray Experience May 2000 - June 2005
Job Portfolio Manager at Ascent Private Capital Managment at US Bank
Industry Investment Management
Experience
Ascent Private Capital Managment at US Bank March 2015 - Present
Arbor Capital Management, LLC July 2009 - March 2015
United States Air Force 2006 - 2015
Kidron Capital June 2005 - July 2009
Piper Jaffray May 2000 - June 2005
United States Air Force May 1995 - June 2000
Education
United States Air Force Academy 1991 — 1995
B.S., Political Science
University of West Florida - College of Business 1996 — 1998
MBA
Orono High School
Ascent Private Capital Managment at US Bank March 2015 - Present
Arbor Capital Management, LLC July 2009 - March 2015
United States Air Force 2006 - 2015
Kidron Capital June 2005 - July 2009
Piper Jaffray May 2000 - June 2005
United States Air Force May 1995 - June 2000
Education
United States Air Force Academy 1991 — 1995
B.S., Political Science
University of West Florida - College of Business 1996 — 1998
MBA
Orono High School
Adam J. Varga, CFA Adam J. Varga, CFA's Piper Jaffray Experience May 2004 - October 2005
Job Vice President, Regional Investment Consultant at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price March 2013 - Present
Wells Fargo Bank August 2007 - March 2013
Charles Schwab October 2005 - August 2007
Piper Jaffray May 2004 - October 2005
Westwind School of Aeronautics 2002 - 2004
Skills
Mutual Funds, Securities, Asset Allocation, Equities, Retirement, Asset Managment, Wealth Management, Investment Strategies, 401k, Investment Advisory, Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Portfolio Management, Financial Advisory, Defined Benefit, Institutional..., Institutional, Pensions, Economics, Financial Services, Trading, Investment Advisory..., Stocks, Defined Contribution, Chartered Financial..., Retirement Plan..., Bloomberg, Separately Managed..., Bonds, Investment Management, Series 7, Series 63, Asset Management
Education
Transylvania University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
T. Rowe Price March 2013 - Present
Wells Fargo Bank August 2007 - March 2013
Charles Schwab October 2005 - August 2007
Piper Jaffray May 2004 - October 2005
Westwind School of Aeronautics 2002 - 2004
Skills
Mutual Funds, Securities, Asset Allocation, Equities, Retirement, Asset Managment, Wealth Management, Investment Strategies, 401k, Investment Advisory, Retirement Planning, Alternative Investments, ETFs, Strategic Financial..., Portfolio Management, Financial Advisory, Defined Benefit, Institutional..., Institutional, Pensions, Economics, Financial Services, Trading, Investment Advisory..., Stocks, Defined Contribution, Chartered Financial..., Retirement Plan..., Bloomberg, Separately Managed..., Bonds, Investment Management, Series 7, Series 63, Asset Management
Education
Transylvania University 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Peter Fields's Piper Jaffray Experience July 2010 - June 2013
Job Associate at Great Range Capital
Industry Financial Services
Experience
Great Range Capital September 2014 - Present
LaSalle Capital Group July 2013 - August 2014
Piper Jaffray July 2010 - June 2013
University of Kansas January 2008 - May 2010
Blackthorn Investment Group May 2009 - August 2009
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Capital IQ, Microsoft Excel, Accounting, Corporate Finance, Portfolio Management, Equities, PowerPoint, Investment Banking, Financial Reporting, Mutual Funds
Education
The University of Kansas 2006 — 2010
BS, Finance
Great Range Capital September 2014 - Present
LaSalle Capital Group July 2013 - August 2014
Piper Jaffray July 2010 - June 2013
University of Kansas January 2008 - May 2010
Blackthorn Investment Group May 2009 - August 2009
Skills
Microsoft Office, Financial Modeling, Valuation, Financial Analysis, Capital IQ, Microsoft Excel, Accounting, Corporate Finance, Portfolio Management, Equities, PowerPoint, Investment Banking, Financial Reporting, Mutual Funds
Education
The University of Kansas 2006 — 2010
BS, Finance
Jason Berg Jason Berg's Piper Jaffray Experience May 2009 - May 2009
Job Associate Consultant at SSA & Company
Industry Management Consulting
Experience
SSA & Company April 2012 - Present
Equity Analysis & Strategy May 2011 - April 2012
TerraCycle May 2010 - June 2010
First Round Capital June 2009 - January 2010
Piper Jaffray May 2009 - May 2009
RadPharm January 2005 - January 2008
Skills
Strategy, Management Consulting, Financial Modeling, Management, Operations Management, Business Transformation, Due Diligence, Business Development, Process Improvement, Venture Capital
Education
University of Maryland - Robert H. Smith School of Business
B.S., Finance
Universitat Autònoma de Barcelona
International Business
SSA & Company April 2012 - Present
Equity Analysis & Strategy May 2011 - April 2012
TerraCycle May 2010 - June 2010
First Round Capital June 2009 - January 2010
Piper Jaffray May 2009 - May 2009
RadPharm January 2005 - January 2008
Skills
Strategy, Management Consulting, Financial Modeling, Management, Operations Management, Business Transformation, Due Diligence, Business Development, Process Improvement, Venture Capital
Education
University of Maryland - Robert H. Smith School of Business
B.S., Finance
Universitat Autònoma de Barcelona
International Business
Josh Kozberg's Piper Jaffray Experience September 2012 - March 2014
Job Equity Research at Capital Group
Industry Financial Services
Experience
Capital Group December 2014 - Present
Kopp Investment Advisors March 2014 - November 2014
Piper Jaffray September 2012 - March 2014
Oak Ridge Financial June 2012 - September 2012
Oak Ridge Financial May 2011 - August 2011
Minneapolis Portfolio Management Group llc June 2009 - August 2010
Skills
Bonds, Investment Banking, Trading, Securities, Equities, Bloomberg, Financial Modeling, Equity Research, Modeling, Financial Analysis, Traders
Education
University of Kansas 2008 — 2012
Business, Finance
Capital Group December 2014 - Present
Kopp Investment Advisors March 2014 - November 2014
Piper Jaffray September 2012 - March 2014
Oak Ridge Financial June 2012 - September 2012
Oak Ridge Financial May 2011 - August 2011
Minneapolis Portfolio Management Group llc June 2009 - August 2010
Skills
Bonds, Investment Banking, Trading, Securities, Equities, Bloomberg, Financial Modeling, Equity Research, Modeling, Financial Analysis, Traders
Education
University of Kansas 2008 — 2012
Business, Finance
Shelly Dodge Shelly Dodge's Piper Jaffray Experience June 1987 - May 1988
Job President at Visionary Financial Group
Industry Financial Services
Experience
Visionary Financial Group July 2012 - Present
NEXT Financial Group May 2005 - Present
Southwest Bank July 2001 - July 2012
Southwest Securities July 2001 - May 2005
Merrill Lynch June 1995 - July 2001
Bank of America April 1990 - June 1995
Chase/Bank One May 1988 - April 1990
Piper Jaffray June 1987 - May 1988
Southwest Securities June 1986 - June 1987
Skills
Investments, Securities, Wealth Management, Estate Planning, Series 7, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Management, Financial Planning
Education
The University of Texas at Dallas 1991 — 1997
Bachelor, Economics & Finance
Cannon Financial Institute
Certified Wealth Strategist®
Visionary Financial Group July 2012 - Present
NEXT Financial Group May 2005 - Present
Southwest Bank July 2001 - July 2012
Southwest Securities July 2001 - May 2005
Merrill Lynch June 1995 - July 2001
Bank of America April 1990 - June 1995
Chase/Bank One May 1988 - April 1990
Piper Jaffray June 1987 - May 1988
Southwest Securities June 1986 - June 1987
Skills
Investments, Securities, Wealth Management, Estate Planning, Series 7, Retirement Planning, Retirement, Strategic Financial..., Fixed Annuities, Asset Managment, Insurance, Finance, Investment Strategies, Portfolio Management, Investment Advisory, Financial Advisory, Financial Services, Asset Management, Financial Planning
Education
The University of Texas at Dallas 1991 — 1997
Bachelor, Economics & Finance
Cannon Financial Institute
Certified Wealth Strategist®
Stephen Buell Stephen Buell's Piper Jaffray Experience 2008 - 2010
Job Associate Director of Research at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
SunTrust Robinson Humphrey July 2015 - Present
Canaccord Genuity Inc. 2010 - 2015
Piper Jaffray 2008 - 2010
Thomas Weisel Partners 2006 - 2008
Prudential Equity Group 2001 - 2006
ING Barings/Furman Selz 1994 - 2001
Furman Selz, Kidder, Hutton, Opco, Mercantile Safe Deposit and Trust 1983 - 1994
Education
The Johns Hopkins University 1979 — 1981
NIH Post Doctoral Fellowship, Neurovirology
University of Rochester School of Medicine and Dentistry 1974 — 1979
Doctor of Philosophy (PhD), Neurobiology and Anatomy
University of Colorado Boulder 1969 — 1974
Bachelor of Science (BS), Biology, General
Renee Boyle Renee Boyle's Piper Jaffray Experience September 1985 - June 1992
Job Development Director at Falls ChurchMcLean Children's Center
Industry Writing and Editing
Experience
Falls Church-McLean Children's Center September 2010 - Present
Renee Boyle, Ink. February 2010 - March 2011
Foundation for Physical Therapy September 2005 - June 2009
Childhelp USA Northern VA June 2004 - May 2005
National Trust for Historic Preservation September 2001 - May 2005
Minnesota Council on Foundations July 1992 - June 1993
Piper Jaffray September 1985 - June 1992
Winona Daily News September 1982 - May 1984
Skills
Grant Writing, Fundraising, Grants, Philanthropy, Volunteer Management, Non-profit..., Newsletters, Board Development, Editing, Event Planning, Press Releases, Strategic Communications, Community Development, Event Management, Proposal Writing
Education
New York University - School of Professional Studies 2014 — 2015
Certificate in Fundraising
University of Wisconsin-Eau Claire 1976 — 1980
BA, Journalism
University of St. Thomas
Business Communications
Université de Reims Champagne-Ardenne
French
Falls Church-McLean Children's Center September 2010 - Present
Renee Boyle, Ink. February 2010 - March 2011
Foundation for Physical Therapy September 2005 - June 2009
Childhelp USA Northern VA June 2004 - May 2005
National Trust for Historic Preservation September 2001 - May 2005
Minnesota Council on Foundations July 1992 - June 1993
Piper Jaffray September 1985 - June 1992
Winona Daily News September 1982 - May 1984
Skills
Grant Writing, Fundraising, Grants, Philanthropy, Volunteer Management, Non-profit..., Newsletters, Board Development, Editing, Event Planning, Press Releases, Strategic Communications, Community Development, Event Management, Proposal Writing
Education
New York University - School of Professional Studies 2014 — 2015
Certificate in Fundraising
University of Wisconsin-Eau Claire 1976 — 1980
BA, Journalism
University of St. Thomas
Business Communications
Université de Reims Champagne-Ardenne
French
Will Hoesley's Piper Jaffray Experience May 2015 - Present
Job Investment Banking Summer Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
Skills
Make Things Happen, Team Leadership, Entrepreneurship, Microsoft Excel, Financial Accounting
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment & Banking, Junior
The London School of Economics and Political Science (LSE) 2014 — 2014
Organisational Behavior
Benilde-St. Margaret's School 2007 — 2012
Piper Jaffray May 2015 - Present
Skills
Make Things Happen, Team Leadership, Entrepreneurship, Microsoft Excel, Financial Accounting
Education
University of Wisconsin-Madison 2012 — 2016
Bachelor of Business Administration (BBA), Finance, Investment & Banking, Junior
The London School of Economics and Political Science (LSE) 2014 — 2014
Organisational Behavior
Benilde-St. Margaret's School 2007 — 2012
Felix Feng Felix Feng's Piper Jaffray Experience July 2012 - January 2013
Job Investment Banking Analyst at Harris Williams & Co.
Industry Financial Services
Experience
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Harris Williams & Co. June 2014 - Present
Moelis & Company June 2013 - August 2013
Piper Jaffray July 2012 - January 2013
Bay Grove Capital April 2012 - July 2012
Cornerstone Research January 2012 - January 2012
Merrill Lynch July 2011 - November 2011
UC Berkeley Extension May 2011 - August 2011
Portland Pacific LLC January 2011 - April 2011
Eagle Property Partners LLC January 2010 - October 2010
Skills
Microsoft Office, Negotiation, Data Analysis, Financial Analysis, Financial Modeling, Case Studies, PowerPoint, Corporate Finance, Investments, Investment Banking, Valuation, Equity Research, Finance, Private Equity, Entrepreneurship, Microsoft Excel, Mergers & Acquisitions
Education
University of California, Berkeley
B.S, Business Administration, Concentration in Technology and Entrepreneurship
Università Commerciale 'Luigi Bocconi'
Mission San Jose High School
G.E.D
Bec Pfeifer Bec Pfeifer's Piper Jaffray Experience 2008 - 2008
Job Leadership Development | Executive Coach | Human Resources Leadership
Industry Human Resources
Experience
PwC April 2014 - Present
Leading Possibilities LLC July 2009 - April 2014
Piper Jaffray 2008 - 2008
Piper Jaffray 2006 - 2008
Piper Jaffray 2004 - 2006
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Piper Jaffray 1996 - 1999
The Pillsbury Company 1994 - 1996
The Pillsbury Company 1984 - 1994
Skills
Leadership Development, Executive Coaching, Talent Management, Coaching, Training, Leadership, Strategy, Strategic Planning, Change Management, Succession Planning, Team Leadership, Workshop Facilitation, Employee Engagement, Human Resources, Performance Management, Management, Process Improvement, Business Process..., Business Process Design, Executive Management, Onboarding, Business Development, Cross-functional Team..., Business Strategy, Consulting, Management Development, Program Management, Recruiting, Staff Development, Talent Acquisition
Education
University of St. Thomas 1986 — 1990
MBA, Information Management
The University of North Dakota 1978 — 1982
B.S., Human Resource Development
Kubasaki High School 1977 — 1978
PwC April 2014 - Present
Leading Possibilities LLC July 2009 - April 2014
Piper Jaffray 2008 - 2008
Piper Jaffray 2006 - 2008
Piper Jaffray 2004 - 2006
Piper Jaffray 2001 - 2004
Piper Jaffray 1999 - 2001
Piper Jaffray 1996 - 1999
The Pillsbury Company 1994 - 1996
The Pillsbury Company 1984 - 1994
Skills
Leadership Development, Executive Coaching, Talent Management, Coaching, Training, Leadership, Strategy, Strategic Planning, Change Management, Succession Planning, Team Leadership, Workshop Facilitation, Employee Engagement, Human Resources, Performance Management, Management, Process Improvement, Business Process..., Business Process Design, Executive Management, Onboarding, Business Development, Cross-functional Team..., Business Strategy, Consulting, Management Development, Program Management, Recruiting, Staff Development, Talent Acquisition
Education
University of St. Thomas 1986 — 1990
MBA, Information Management
The University of North Dakota 1978 — 1982
B.S., Human Resource Development
Kubasaki High School 1977 — 1978
Danielle Bradford Danielle Bradford's Piper Jaffray Experience June 2008 - Present
Job Assistant Vice President at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2008 - Present
Ryan May 2003 - May 2004
Skills
Investment Banking, Valuation, Financial Modeling, Series 7, Financial Analysis, Derivatives, Financial Markets
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Piper Jaffray June 2008 - Present
Ryan May 2003 - May 2004
Skills
Investment Banking, Valuation, Financial Modeling, Series 7, Financial Analysis, Derivatives, Financial Markets
Education
The University of Texas at Austin 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Rene Moreno Rene Moreno's Piper Jaffray Experience September 2012 - Present
Job Vice President at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray September 2012 - Present
Student Loan Capital Strategies January 2009 - September 2012
AMA Financial LLC January 2009 - February 2012
RBC Capital Markets March 2002 - December 2008
Skills
Securities, Investment Banking, Financial Modeling, Bonds, Student Loans, Capital Markets, Fixed Income, ABS, Mergers, Alpha, Valuation, Debt, Securitization, Structured Finance, Derivatives, Structured Products, Bilingual, Ratings, Spanish, International Capital..., Interest Rate..., Venture Capital, Finance, Mergers & Acquisitions, Financial Services, Investments, Banking, Private Equity, Funding, Corporate Finance, Financial Analysis, Financial Structuring, Due Diligence, Management
Education
University of Arizona 1993 — 1998
BSBA, Finance & Economics
Nogales High School
Piper Jaffray September 2012 - Present
Student Loan Capital Strategies January 2009 - September 2012
AMA Financial LLC January 2009 - February 2012
RBC Capital Markets March 2002 - December 2008
Skills
Securities, Investment Banking, Financial Modeling, Bonds, Student Loans, Capital Markets, Fixed Income, ABS, Mergers, Alpha, Valuation, Debt, Securitization, Structured Finance, Derivatives, Structured Products, Bilingual, Ratings, Spanish, International Capital..., Interest Rate..., Venture Capital, Finance, Mergers & Acquisitions, Financial Services, Investments, Banking, Private Equity, Funding, Corporate Finance, Financial Analysis, Financial Structuring, Due Diligence, Management
Education
University of Arizona 1993 — 1998
BSBA, Finance & Economics
Nogales High School
Joseph Franciskovich Joseph Franciskovich's Piper Jaffray Experience June 2006 - August 2006
Job Director at Steel Partners / Steel Sports
Industry Investment Banking
Experience
Steel Partners / Steel Sports July 2012 - Present
Platinum Equity May 2010 - April 2012
Houlihan Lokey October 2009 - May 2010
Booz & Company December 2008 - September 2009
Citi July 2007 - September 2008
Piper Jaffray June 2006 - August 2006
United States Air Force August 2002 - June 2006
Skills
Accounting, Process Management, Private Equity, Financial Modeling, Mergers, Corporate Carveouts, Distressed M&A, Operational Due..., Leveraged Finance, Corporate Law, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA, Finance
United States Air Force Academy 1998 — 2002
BS, Legal Studies/General Engineering
Steel Partners / Steel Sports July 2012 - Present
Platinum Equity May 2010 - April 2012
Houlihan Lokey October 2009 - May 2010
Booz & Company December 2008 - September 2009
Citi July 2007 - September 2008
Piper Jaffray June 2006 - August 2006
United States Air Force August 2002 - June 2006
Skills
Accounting, Process Management, Private Equity, Financial Modeling, Mergers, Corporate Carveouts, Distressed M&A, Operational Due..., Leveraged Finance, Corporate Law, Due Diligence, Corporate Finance
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2007
MBA, Finance
United States Air Force Academy 1998 — 2002
BS, Legal Studies/General Engineering
Aaron Arnett's Piper Jaffray Experience July 2007 - January 2009
Job Director at Yukon Partners
Industry Venture Capital & Private Equity
Experience
Yukon Partners August 2013 - Present
Pohlad Family Companies February 2009 - August 2013
Piper Jaffray July 2007 - January 2009
Skills
Investments, Private Equity, Acquisitions, Mezzanine, Buyouts, Recapitalizations, Middle Market, LBO, Valuation, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Financial Structuring, M&A experience, Mergers & Acquisitions
Education
University of Kansas 2006 — 2007
Master's degree, Accounting
University of Kansas 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Yukon Partners August 2013 - Present
Pohlad Family Companies February 2009 - August 2013
Piper Jaffray July 2007 - January 2009
Skills
Investments, Private Equity, Acquisitions, Mezzanine, Buyouts, Recapitalizations, Middle Market, LBO, Valuation, Investment Banking, Financial Modeling, Capital Markets, Due Diligence, Financial Structuring, M&A experience, Mergers & Acquisitions
Education
University of Kansas 2006 — 2007
Master's degree, Accounting
University of Kansas 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Rick Harrison Rick Harrison's Piper Jaffray Experience 2005 - 2006
Job Recruiting Manager at Robert Half Finance & Accounting 6123399001
Industry Financial Services
Experience
Robert Half Finance & Accounting July 2009 - Present
Accountemps - Robert Half International May 2009 - July 2009
Robert W. Baird October 2007 - October 2008
UBS Financial Services March 2007 - September 2007
Hyrian 2006 - 2007
Piper Jaffray 2005 - 2006
Skills
Technical Recruiting, Talent Acquisition, Interviews, Recruiting, Payroll, Search, Taleo, Onboarding, Sourcing, Microsoft Excel, Applicant Tracking..., Accounting, Executive Search, College Recruiting, Management, Staffing Services, Internet Recruiting, Training, Temporary Placement, Process Improvement
Education
Edina 1997 — 2000
The University of North Dakota
University of Leicester
Psychology
Robert Half Finance & Accounting July 2009 - Present
Accountemps - Robert Half International May 2009 - July 2009
Robert W. Baird October 2007 - October 2008
UBS Financial Services March 2007 - September 2007
Hyrian 2006 - 2007
Piper Jaffray 2005 - 2006
Skills
Technical Recruiting, Talent Acquisition, Interviews, Recruiting, Payroll, Search, Taleo, Onboarding, Sourcing, Microsoft Excel, Applicant Tracking..., Accounting, Executive Search, College Recruiting, Management, Staffing Services, Internet Recruiting, Training, Temporary Placement, Process Improvement
Education
Edina 1997 — 2000
The University of North Dakota
University of Leicester
Psychology
Brett Wong Brett Wong's Piper Jaffray Experience June 2011 - Present
Job Equity Research Analyst Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2011 - Present
Aventine Renewable Energy February 2008 - April 2010
Renewable Agricultural Energy April 2006 - November 2007
Education
University of Saint Thomas - School of Business 2010 — 2012
Master of Business Administration
Tufts University 2001 — 2005
Bachelor of Science, Chemical Engineering and Biotechnology
Piper Jaffray June 2011 - Present
Aventine Renewable Energy February 2008 - April 2010
Renewable Agricultural Energy April 2006 - November 2007
Education
University of Saint Thomas - School of Business 2010 — 2012
Master of Business Administration
Tufts University 2001 — 2005
Bachelor of Science, Chemical Engineering and Biotechnology
Timothy Reichert Timothy Reichert's Piper Jaffray Experience July 2013 - Present
Job Equity Capital Markets at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2013 - Present
Sentinel Investments June 2012 - August 2012
Sopher Investment Management May 2011 - September 2011
Champlain Cable Corporation May 2011 - September 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Economics
London School of Economics and Political Science 2011 — 2012
General Course Program, Statistics
Piper Jaffray July 2013 - Present
Sentinel Investments June 2012 - August 2012
Sopher Investment Management May 2011 - September 2011
Champlain Cable Corporation May 2011 - September 2011
Education
Trinity College-Hartford 2009 — 2013
BS, Economics
London School of Economics and Political Science 2011 — 2012
General Course Program, Statistics
Noreen Aldern Groethe Noreen Aldern Groethe's Piper Jaffray Experience 1987 - 2004
Job Owner, Aldern Art Studios; Partner, Tres Gatos Inc.
Industry Fine Art
Experience
Aldern Art Studios September 2004 - Present
Tres Gatos Inc. January 2004 - Present
Piper Jaffray 1987 - 2004
Skills
Graphic Design, Logo Design, Creative Direction, Art, Art Direction, Advertising, Corporate Identity, Branding & Identity, Social Media, Web Design, InDesign, Layout, Interactive Advertising, Copywriting, Brand Management, Adobe Creative Suite, Editing, Illustrator, Email Marketing, Interaction Design, Strategy, Marketing Communications, Integrated Marketing, Photography, Fine Art, Newsletters, User Experience
Education
The University of South Dakota 1974 — 1977
Fine Arts, Double emphasis of Painting/Printing and minor in Design
Aldern Art Studios September 2004 - Present
Tres Gatos Inc. January 2004 - Present
Piper Jaffray 1987 - 2004
Skills
Graphic Design, Logo Design, Creative Direction, Art, Art Direction, Advertising, Corporate Identity, Branding & Identity, Social Media, Web Design, InDesign, Layout, Interactive Advertising, Copywriting, Brand Management, Adobe Creative Suite, Editing, Illustrator, Email Marketing, Interaction Design, Strategy, Marketing Communications, Integrated Marketing, Photography, Fine Art, Newsletters, User Experience
Education
The University of South Dakota 1974 — 1977
Fine Arts, Double emphasis of Painting/Printing and minor in Design
Alexander Schifter's Piper Jaffray Experience May 2014 - August 2014
Job Investment Banking Analyst at AGC Partners
Industry Investment Banking
Experience
AGC Partners July 2015 - Present
Piper Jaffray May 2014 - August 2014
Consilium Partners September 2013 - January 2014
Israel Quant Group May 2013 - August 2013
5-hour Energy August 2012 - May 2013
Skills
Economics, Financial Analysis, Microsoft Excel, Accounting, Data Analysis, Teamwork, Capital IQ, Competitive Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Product Marketing, Portfolio Management, Investments, English, Stata, Finance
Education
Tufts University 2011 — 2015
Bachelor's Degree, Economics & Entrepreneurial Leadship Studies
John L. Miller Great Neck North High School 2007 — 2011
High School
AGC Partners July 2015 - Present
Piper Jaffray May 2014 - August 2014
Consilium Partners September 2013 - January 2014
Israel Quant Group May 2013 - August 2013
5-hour Energy August 2012 - May 2013
Skills
Economics, Financial Analysis, Microsoft Excel, Accounting, Data Analysis, Teamwork, Capital IQ, Competitive Analysis, Microsoft Office, PowerPoint, Microsoft Word, Research, Product Marketing, Portfolio Management, Investments, English, Stata, Finance
Education
Tufts University 2011 — 2015
Bachelor's Degree, Economics & Entrepreneurial Leadship Studies
John L. Miller Great Neck North High School 2007 — 2011
High School
David Keys's Piper Jaffray Experience July 2004 - June 2005
Job Director Healthcare at Matrix Capital Markets Group
Industry Investment Banking
Experience
Matrix Capital Markets Group 2014 - Present
Creswell Partners 2010 - 2013
Harris Williams & Co. July 2007 - May 2010
Harris Williams & Co. June 2005 - July 2007
Piper Jaffray July 2004 - June 2005
Linden LLC 2003 - 2003
Aberdeen America, Inc. 1996 - 2002
Skills
Investments, Entrepreneur, Healthcare, Mergers, Middle Market, Due Diligence, Investment Banking, Entrepreneurship, Small Business, Business Strategy, Medical Devices, Private Equity, LBO, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Development, Valuation, M&A experience
Education
The University of Chicago - Booth School of Business
MBA
University of North Carolina at Chapel Hill
BA
Institute for American Universities, Aix-en-Provence
Matrix Capital Markets Group 2014 - Present
Creswell Partners 2010 - 2013
Harris Williams & Co. July 2007 - May 2010
Harris Williams & Co. June 2005 - July 2007
Piper Jaffray July 2004 - June 2005
Linden LLC 2003 - 2003
Aberdeen America, Inc. 1996 - 2002
Skills
Investments, Entrepreneur, Healthcare, Mergers, Middle Market, Due Diligence, Investment Banking, Entrepreneurship, Small Business, Business Strategy, Medical Devices, Private Equity, LBO, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Development, Valuation, M&A experience
Education
The University of Chicago - Booth School of Business
MBA
University of North Carolina at Chapel Hill
BA
Institute for American Universities, Aix-en-Provence
Stephen Loftus's Piper Jaffray Experience July 2000 - December 2005
Job VicePresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors,LLC December 2005 - Present
Piper Jaffray July 2000 - December 2005
Education
University of Kansas 1968 — 1972
Bachelor of Arts (B.A.)
Wells Fargo Advisors,LLC December 2005 - Present
Piper Jaffray July 2000 - December 2005
Education
University of Kansas 1968 — 1972
Bachelor of Arts (B.A.)
Erin Archer's Piper Jaffray Experience July 2004 - March 2006
Job Equity Analyst
Industry Financial Services
Experience
Arqaam Capital November 2014 - May 2015
HSBC March 2013 - September 2014
Goldman Sachs October 2008 - November 2012
Thrivent Financial for Lutherans April 2006 - June 2008
Piper Jaffray July 2004 - March 2006
Raymond James November 2000 - June 2004
Skills
Investments, Bloomberg, Portfolio Management, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Fixed Income, Corporate Finance, Emerging Markets, Asset Management, Equities, Financial Analysis, Valuation, Financial Modeling, Equity Research, Investment Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
University of Chicago
BA, Biological Sciences, Law
The Thacher School
Arqaam Capital November 2014 - May 2015
HSBC March 2013 - September 2014
Goldman Sachs October 2008 - November 2012
Thrivent Financial for Lutherans April 2006 - June 2008
Piper Jaffray July 2004 - March 2006
Raymond James November 2000 - June 2004
Skills
Investments, Bloomberg, Portfolio Management, Private Equity, Hedge Funds, Asset Managment, Investment Banking, Fixed Income, Corporate Finance, Emerging Markets, Asset Management, Equities, Financial Analysis, Valuation, Financial Modeling, Equity Research, Investment Management
Education
The University of Chicago - Booth School of Business
MBA, Finance, Economics
University of Chicago
BA, Biological Sciences, Law
The Thacher School
David Gibb David Gibb's Piper Jaffray Experience 1996 - 2000
Job 20+ years of Leadership Delivering Results
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - 2015
Piper Jaffray 1996 - 2000
Wells Fargo 1987 - 1994
MoneyMaker EFT Services 1985 - 1987
Compuserve 1976 - 1984
Skills
Team Leadership, High Performance Sales..., Wealth Management, Investment Brokerage, Private Banking, Bank Mergers, Leadership Development, Portfolio Management, Trust Services, Insurance, Computer Networking, Electronic Payments, Aircraft Restoration, Aircraft Maintenance, Fine Woodworking
Education
The Ohio State University
BSBA, Computer Science/Economics
University of Phoenix
MBA, Finance
Wells Fargo Advisors 2000 - 2015
Piper Jaffray 1996 - 2000
Wells Fargo 1987 - 1994
MoneyMaker EFT Services 1985 - 1987
Compuserve 1976 - 1984
Skills
Team Leadership, High Performance Sales..., Wealth Management, Investment Brokerage, Private Banking, Bank Mergers, Leadership Development, Portfolio Management, Trust Services, Insurance, Computer Networking, Electronic Payments, Aircraft Restoration, Aircraft Maintenance, Fine Woodworking
Education
The Ohio State University
BSBA, Computer Science/Economics
University of Phoenix
MBA, Finance
Alex Melzer Alex Melzer's Piper Jaffray Experience July 2012 - Present
Job Associate at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2012 - Present
ACTIVE Life, Inc. January 2011 - May 2012
Daylight Partners January 2011 - May 2012
Piper Jaffray May 2011 - August 2011
Vineyard Vines August 2004 - July 2010
Skills
Venture Capital, Strategy, Strategic Planning, Retail, Investment Banking, Financial Modeling, Entrepreneurship, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master, Business Administration
University of Maryland College Park 2000 — 2004
Bachelor of Science, Economics
Piper Jaffray July 2012 - Present
ACTIVE Life, Inc. January 2011 - May 2012
Daylight Partners January 2011 - May 2012
Piper Jaffray May 2011 - August 2011
Vineyard Vines August 2004 - July 2010
Skills
Venture Capital, Strategy, Strategic Planning, Retail, Investment Banking, Financial Modeling, Entrepreneurship, Competitive Analysis, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Valuation, Market Research
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2012
Master, Business Administration
University of Maryland College Park 2000 — 2004
Bachelor of Science, Economics
Scott Dorgan Scott Dorgan's Piper Jaffray Experience 1989 - 1991
Job National SalesKey Accounts at Quantitative Advantage, LLC (QA)
Industry Investment Management
Experience
Quantitative Advantage, LLC (QA) 2014 - Present
Quantitative Advantage 2010 - 2013
Northwestern Mutual 2009 - 2010
RBC Capital Markets 1998 - 2008
RBC Capital Markets 1997 - 1998
RBC Capital Markets 1995 - 1997
Cherry Tree 1991 - 1995
Piper Jaffray 1989 - 1991
Skills
Financial Modeling, Equities, Fixed Income, Capital Markets, Equity Research, Stocks, ETFs, Venture Capital, Industry Research, Sell Side, Wholesaling, Wholesale, Buy-side, Series 7, Financial Analysis, Due Diligence, Forecasting, Sales, Marketing, New Business Development, Market Analysis, prospecting, territory turnaround, corporate planning and..., CP&A, road show marketing, raising equity capital, Project Management, Customer Relations, Institutional Equity..., Buy Side
Education
The University of North Dakota
BA, Banking and Finance
University of Minnesota - Carlson School of Management
MBA, Finance
Quantitative Advantage, LLC (QA) 2014 - Present
Quantitative Advantage 2010 - 2013
Northwestern Mutual 2009 - 2010
RBC Capital Markets 1998 - 2008
RBC Capital Markets 1997 - 1998
RBC Capital Markets 1995 - 1997
Cherry Tree 1991 - 1995
Piper Jaffray 1989 - 1991
Skills
Financial Modeling, Equities, Fixed Income, Capital Markets, Equity Research, Stocks, ETFs, Venture Capital, Industry Research, Sell Side, Wholesaling, Wholesale, Buy-side, Series 7, Financial Analysis, Due Diligence, Forecasting, Sales, Marketing, New Business Development, Market Analysis, prospecting, territory turnaround, corporate planning and..., CP&A, road show marketing, raising equity capital, Project Management, Customer Relations, Institutional Equity..., Buy Side
Education
The University of North Dakota
BA, Banking and Finance
University of Minnesota - Carlson School of Management
MBA, Finance
Dana Rosenthal's Piper Jaffray Experience January 1995 - November 1999
Job Senior Administrative Assistant at Wells Fargo Advantage Funds
Industry Investment Management
Experience
Wells Fargo Asset Management August 2013 - Present
GE Healthcare June 2012 - August 2013
Stark Investments June 2004 - April 2012
Robert W. Baird & Co. January 2003 - March 2004
Wells Fargo Private Client Services November 1999 - January 2003
Piper Jaffray January 1995 - November 1999
Skills
Event Planning, Investments, Recruiting, Financial Analysis, Sales, Strategic Planning, Human Resources, Management, Office Management, Customer Service, Team Building, Portfolio Management, Time Management, Hedge Funds, Outlook, Financial Services, Project Management, Project Planning, Trading, Event Management, Finance, Bloomberg, Risk Management, Equities, Strategy, Asset Management, Financial Modeling, Options, Analysis, Accounting, Interviews, Training, Securities, Leadership, Process Improvement, Private Equity, Mergers & Acquisitions, Business Development, Microsoft Excel, Due Diligence, Valuation, Administration, Budgets, Investor Relations
Education
University of Kansas 1989 — 1993
Art and Design
Breck School 1985 — 1989
Wells Fargo Asset Management August 2013 - Present
GE Healthcare June 2012 - August 2013
Stark Investments June 2004 - April 2012
Robert W. Baird & Co. January 2003 - March 2004
Wells Fargo Private Client Services November 1999 - January 2003
Piper Jaffray January 1995 - November 1999
Skills
Event Planning, Investments, Recruiting, Financial Analysis, Sales, Strategic Planning, Human Resources, Management, Office Management, Customer Service, Team Building, Portfolio Management, Time Management, Hedge Funds, Outlook, Financial Services, Project Management, Project Planning, Trading, Event Management, Finance, Bloomberg, Risk Management, Equities, Strategy, Asset Management, Financial Modeling, Options, Analysis, Accounting, Interviews, Training, Securities, Leadership, Process Improvement, Private Equity, Mergers & Acquisitions, Business Development, Microsoft Excel, Due Diligence, Valuation, Administration, Budgets, Investor Relations
Education
University of Kansas 1989 — 1993
Art and Design
Breck School 1985 — 1989
Paul Antonenko's Piper Jaffray Experience June 2004 - April 2005
Job Branch Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
UBS Wealth Management February 2011 - December 2013
UBS June 2009 - May 2011
UBS December 2007 - May 2009
UBS April 2005 - December 2007
Piper Jaffray June 2004 - April 2005
Piper Jaffray June 2002 - June 2004
Piper Jaffray August 1999 - August 2001
Education
The University of North Dakota 1988 — 1993
B.B.A.
Lincoln High School 1986 — 1988
High School Diploma
UBS Wealth Management January 2014 - Present
UBS Wealth Management February 2011 - December 2013
UBS June 2009 - May 2011
UBS December 2007 - May 2009
UBS April 2005 - December 2007
Piper Jaffray June 2004 - April 2005
Piper Jaffray June 2002 - June 2004
Piper Jaffray August 1999 - August 2001
Education
The University of North Dakota 1988 — 1993
B.B.A.
Lincoln High School 1986 — 1988
High School Diploma
Layne Krantz Layne Krantz's Piper Jaffray Experience June 2014 - Present
Job Media and Events Coordinator at Piper Jaffray
Industry Marketing and Advertising
Experience
Piper Jaffray June 2014 - Present
Frank N. Magid Associates January 2014 - May 2014
J.Crew August 2013 - May 2014
Allianz Life May 2013 - August 2013
CliftonLarsonAllen December 2011 - May 2013
Skills
Public Relations, Public Speaking, Sales, PowerPoint, Social Media, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Leadership, Customer Service, Social Networking, Teamwork
Education
University of Saint Thomas - Opus School of Business 2011 — 2014
Bachelor of Science (B.S.), Marketing Management; Business Administration
University College London, U. of London 2012 — 2012
Eurpoean Economics; Business Administration; Minor Focus in Art History
Minnetonka High School 2007 — 2011
Advanced Placement (AP) Scholar; Cum Laude
Piper Jaffray June 2014 - Present
Frank N. Magid Associates January 2014 - May 2014
J.Crew August 2013 - May 2014
Allianz Life May 2013 - August 2013
CliftonLarsonAllen December 2011 - May 2013
Skills
Public Relations, Public Speaking, Sales, PowerPoint, Social Media, Event Planning, Microsoft Office, Microsoft Word, Microsoft Excel, Time Management, Leadership, Customer Service, Social Networking, Teamwork
Education
University of Saint Thomas - Opus School of Business 2011 — 2014
Bachelor of Science (B.S.), Marketing Management; Business Administration
University College London, U. of London 2012 — 2012
Eurpoean Economics; Business Administration; Minor Focus in Art History
Minnetonka High School 2007 — 2011
Advanced Placement (AP) Scholar; Cum Laude
GARY FOSTER GARY FOSTER's Piper Jaffray Experience August 2004 - January 2006
Job Business Development Manager at Bridgeview Bank Mortgage
Industry Banking
Experience
Bridgeview Bank Mortgage July 2013 - Present
Veterans United Home Loans March 2011 - July 2013
North American Savings Bank January 2008 - March 2011
NovaStar Mortgage January 2006 - January 2008
Piper Jaffray August 2004 - January 2006
UBS February 1999 - August 2003
United States Marine Corps September 1989 - September 1993
Skills
- created and..., -specialize in..., - experience in all..., - 6+ years of..., - USMC leadrship..., VA mortgages
Education
University of Kansas 2003 — 2004
Film School
University of Oregon 1993 — 1994
Economics
Bridgeview Bank Mortgage July 2013 - Present
Veterans United Home Loans March 2011 - July 2013
North American Savings Bank January 2008 - March 2011
NovaStar Mortgage January 2006 - January 2008
Piper Jaffray August 2004 - January 2006
UBS February 1999 - August 2003
United States Marine Corps September 1989 - September 1993
Skills
- created and..., -specialize in..., - experience in all..., - 6+ years of..., - USMC leadrship..., VA mortgages
Education
University of Kansas 2003 — 2004
Film School
University of Oregon 1993 — 1994
Economics
Harry Seherr-Thoss, Jr.'s Piper Jaffray Experience July 2011 - June 2013
Job Tenfore Holdings
Industry Venture Capital & Private Equity
Experience
Tenfore Holdings June 2013 - Present
Piper Jaffray July 2011 - June 2013
Cowen and Company June 2010 - June 2011
Skills
Private Equity, Valuation, Bloomberg, Equities, Financial Modeling, Equity Research, Investment Banking, Capital Markets, Hedge Funds, Business Strategy, Mergers & Acquisitions
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Science, Economics
Kent School 2002 — 2006
Tenfore Holdings June 2013 - Present
Piper Jaffray July 2011 - June 2013
Cowen and Company June 2010 - June 2011
Skills
Private Equity, Valuation, Bloomberg, Equities, Financial Modeling, Equity Research, Investment Banking, Capital Markets, Hedge Funds, Business Strategy, Mergers & Acquisitions
Education
Trinity College-Hartford 2006 — 2010
Bachelor of Science, Economics
Kent School 2002 — 2006
Jeremy Schmidt, CFP® Jeremy Schmidt, CFP®'s Piper Jaffray Experience February 2005 - August 2006
Job Director of Asset Management at Marks Group Wealth Management
Industry Financial Services
Experience
Marks Group Wealth Management November 2008 - Present
UBS August 2006 - November 2008
Piper Jaffray February 2005 - August 2006
Education
The University of North Dakota 1996 — 2000
BA, Financial Management
Century High School
Hughes Junior High
Hughes Junior High
Hughes Junior High, Bismarck ND
Marks Group Wealth Management November 2008 - Present
UBS August 2006 - November 2008
Piper Jaffray February 2005 - August 2006
Education
The University of North Dakota 1996 — 2000
BA, Financial Management
Century High School
Hughes Junior High
Hughes Junior High
Hughes Junior High, Bismarck ND
Jeff Baker Jeff Baker's Piper Jaffray Experience November 2001 - October 2003
Job Member of the Board of Directors at KargoCard
Industry Financial Services
Experience
ServisFirst Bank April 2015 - Present
KargoCard June 2014 - Present
InComm December 2011 - Present
Global Payments October 2003 - February 2011
Piper Jaffray November 2001 - October 2003
WR Hambrecht + Co August 2000 - November 2001
Skills
Operational Excellence, Problem Solving, Strategic Planning, Strategy, Contract Negotiation, Analysis, Negotiation, Business Process..., Product Development, Due Diligence, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Financial Modeling, Mergers, Business Strategy, Acquisitions, Management Consulting, Business Planning, Management, Financial Services, Corporate Development, Forecasting, Finance, Sales, Start-ups, Income Statement, Strategic Partnerships, Business Analysis, Competitive Analysis, Business Development, Financial Analysis, Executive Management, Managerial Finance, Acquisition Integration, Mobile Payments, Valuation, mergers and acquisitions, Strategic Financial..., Risk Management, Product Management, Private Equity, P, M, Investments, International Business, Divestitures
Education
Texas Christian University 1990 — 1993
BBA, Finance
ServisFirst Bank April 2015 - Present
KargoCard June 2014 - Present
InComm December 2011 - Present
Global Payments October 2003 - February 2011
Piper Jaffray November 2001 - October 2003
WR Hambrecht + Co August 2000 - November 2001
Skills
Operational Excellence, Problem Solving, Strategic Planning, Strategy, Contract Negotiation, Analysis, Negotiation, Business Process..., Product Development, Due Diligence, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Financial Modeling, Mergers, Business Strategy, Acquisitions, Management Consulting, Business Planning, Management, Financial Services, Corporate Development, Forecasting, Finance, Sales, Start-ups, Income Statement, Strategic Partnerships, Business Analysis, Competitive Analysis, Business Development, Financial Analysis, Executive Management, Managerial Finance, Acquisition Integration, Mobile Payments, Valuation, mergers and acquisitions, Strategic Financial..., Risk Management, Product Management, Private Equity, P, M, Investments, International Business, Divestitures
Education
Texas Christian University 1990 — 1993
BBA, Finance
![Teresa [Teri] Looney](https://cdn.bearsofficialsstore.com/li/webp/20562143.webp)
Teresa [Teri] Looney Teresa [Teri] Looney's Piper Jaffray Experience 1998 - 2001
Job Chief of Operations at HumanaVitality
Industry Insurance
Experience
HumanaVitality October 2011 - Present
Humana June 2011 - October 2011
Humana-Europe, Ltd November 2007 - June 2011
Humana January 2004 - October 2007
Humana November 2001 - December 2003
U.S. Bancorp, Inc. January 1998 - October 2001
Piper Jaffray 1998 - 2001
College of St. Catherine August 1996 - December 1997
University of Minnesota August 1992 - June 1996
Semester At Sea January 1995 - May 1995
Skills
Organizational..., Sales Process, Coaching, Problem Solving, Account Management, Leadership Development, Health, Strategy Development, Process Improvement, Change Management, Strategic Planning, Team Building, Program Management, Performance Management, Business Strategy, Management, Strategy
Education
St. Catherine's University 1990 — 1993
MAOL, Organizational Leadership
Truman State University 1984 — 1989
BSE, Education
KY Department of Insurance
Health & Life Agent License
HumanaVitality October 2011 - Present
Humana June 2011 - October 2011
Humana-Europe, Ltd November 2007 - June 2011
Humana January 2004 - October 2007
Humana November 2001 - December 2003
U.S. Bancorp, Inc. January 1998 - October 2001
Piper Jaffray 1998 - 2001
College of St. Catherine August 1996 - December 1997
University of Minnesota August 1992 - June 1996
Semester At Sea January 1995 - May 1995
Skills
Organizational..., Sales Process, Coaching, Problem Solving, Account Management, Leadership Development, Health, Strategy Development, Process Improvement, Change Management, Strategic Planning, Team Building, Program Management, Performance Management, Business Strategy, Management, Strategy
Education
St. Catherine's University 1990 — 1993
MAOL, Organizational Leadership
Truman State University 1984 — 1989
BSE, Education
KY Department of Insurance
Health & Life Agent License
Monika Suarez Monika Suarez's Piper Jaffray Experience November 2002 - December 2003
Job Senior Vice President Municipal Finance Manager at Western Alliance Bank
Industry Banking
Experience
Western Alliance Bank May 2013 - Present
Los Angeles County Metropolitan Transportation Authority November 2007 - May 2013
Los Angeles County Metropolitan Transportation Authority December 2003 - November 2007
Piper Jaffray November 2002 - December 2003
Evensen Dodge September 2000 - October 2002
Moody's Investors Service September 1998 - September 2000
Government Finance Group 1997 - 1998
Skills
Financial Analysis, Financial Modeling, Policy, Budgeting, Cash Flow, Credit Analysis
Education
The George Washington University 1995 — 1997
MPA
University of Arizona 1991 — 1995
BA
Western Alliance Bank May 2013 - Present
Los Angeles County Metropolitan Transportation Authority November 2007 - May 2013
Los Angeles County Metropolitan Transportation Authority December 2003 - November 2007
Piper Jaffray November 2002 - December 2003
Evensen Dodge September 2000 - October 2002
Moody's Investors Service September 1998 - September 2000
Government Finance Group 1997 - 1998
Skills
Financial Analysis, Financial Modeling, Policy, Budgeting, Cash Flow, Credit Analysis
Education
The George Washington University 1995 — 1997
MPA
University of Arizona 1991 — 1995
BA
Mark Holmquist Mark Holmquist's Piper Jaffray Experience 2006 - 2007
Job Vice President at Beecken Petty O'Keefe
Industry Venture Capital & Private Equity
Experience
Beecken Petty O'Keefe January 2014 - Present
Beecken Petty O'Keefe 2012 - December 2013
Beecken Petty O'Keefe 2008 - 2010
Piper Jaffray 2006 - 2007
Piper Jaffray 2004 - 2006
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Oxford
University of Saint Thomas
Beecken Petty O'Keefe January 2014 - Present
Beecken Petty O'Keefe 2012 - December 2013
Beecken Petty O'Keefe 2008 - 2010
Piper Jaffray 2006 - 2007
Piper Jaffray 2004 - 2006
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA
University of Oxford
University of Saint Thomas
Chris DiYanni's Piper Jaffray Experience September 2014 - Present
Job Investment Banking at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray September 2014 - Present
DiYanni Rental's April 2010 - Present
Duff & Phelps March 2014 - September 2014
Duff & Phelps July 2012 - March 2014
Fisher Professional Services September 2011 - May 2012
Fisher College of Business - Department of Finance January 2012 - April 2012
Duff & Phelps June 2011 - September 2011
The Ohio State University January 2010 - June 2011
Diamond Hill Investments October 2010 - December 2010
Skills
Financial Modeling, Business Valuation, Financial Analysis, Equity Research, Real Estate Financing, Investments, Equity Valuation, Equity Trading, Entrepreneurship, Start-ups, Strategic Consulting, PowerPoint, Microsoft Excel, Finance, Presentations, Social Media Marketing, Social Networking, Valuation, Corporate Finance, Leadership, Due Diligence
Education
The Ohio State University Fisher College of Business 2008 — 2012
Business Administration, Finance, Economics
Piper Jaffray September 2014 - Present
DiYanni Rental's April 2010 - Present
Duff & Phelps March 2014 - September 2014
Duff & Phelps July 2012 - March 2014
Fisher Professional Services September 2011 - May 2012
Fisher College of Business - Department of Finance January 2012 - April 2012
Duff & Phelps June 2011 - September 2011
The Ohio State University January 2010 - June 2011
Diamond Hill Investments October 2010 - December 2010
Skills
Financial Modeling, Business Valuation, Financial Analysis, Equity Research, Real Estate Financing, Investments, Equity Valuation, Equity Trading, Entrepreneurship, Start-ups, Strategic Consulting, PowerPoint, Microsoft Excel, Finance, Presentations, Social Media Marketing, Social Networking, Valuation, Corporate Finance, Leadership, Due Diligence
Education
The Ohio State University Fisher College of Business 2008 — 2012
Business Administration, Finance, Economics
Jason Crasnick Jason Crasnick's Piper Jaffray Experience February 2015 - June 2015
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Piper Jaffray February 2015 - June 2015
Piper Jaffray July 2010 - February 2015
Majestic Research January 2010 - June 2010
Skills
Series 7, Equities, Series 63, Hedge Funds, Equity Research, Investments, Capital Markets, Valuation, Fixed Income, Securities, Mutual Funds, Investment Management, FINRA
Education
Trinity College-Hartford 2003 — 2007
BA, American Studies
The Middlesex School 1999 — 2003
Morgan Stanley July 2015 - Present
Piper Jaffray February 2015 - June 2015
Piper Jaffray July 2010 - February 2015
Majestic Research January 2010 - June 2010
Skills
Series 7, Equities, Series 63, Hedge Funds, Equity Research, Investments, Capital Markets, Valuation, Fixed Income, Securities, Mutual Funds, Investment Management, FINRA
Education
Trinity College-Hartford 2003 — 2007
BA, American Studies
The Middlesex School 1999 — 2003
Caroline Jing's Piper Jaffray Experience June 2011 - August 2011
Job Product Marketing Manager at Connexity, Inc. (formerly Shopzilla)
Industry Marketing and Advertising
Experience
Connexity, Inc. May 2014 - Present
Shopzilla March 2013 - April 2014
Shopzilla August 2012 - February 2013
Shopzilla April 2012 - August 2012
Fleishman-Hillard January 2012 - April 2012
Piper Jaffray June 2011 - August 2011
Goldman Sachs June 2010 - July 2010
Skills
Consumer Marketing, Product Marketing, Email Marketing, Event Management, Project Management, Trade Marketing, Copywriting, Social Media Marketing, Promotions, Sponsorship, Public Relations, Google Analytics, Microsoft Office, Adobe Creative Suite, Cision, Capital IQ, comScore, StrongView, Bloomberg Terminal, Factiva, Qualtrics, Radian6, Competitive Analysis, Social Media, Online Marketing, Management, Digital Marketing
Education
University of Southern California 2008 — 2012
Bachelor of Arts (Journalism), Public Relations, International Relations, Business
Universiteit van Amsterdam 2011 — 2011
Undergraduate Certificate Program, International Development Studies, Law
Canadian International School of Hong Kong
Connexity, Inc. May 2014 - Present
Shopzilla March 2013 - April 2014
Shopzilla August 2012 - February 2013
Shopzilla April 2012 - August 2012
Fleishman-Hillard January 2012 - April 2012
Piper Jaffray June 2011 - August 2011
Goldman Sachs June 2010 - July 2010
Skills
Consumer Marketing, Product Marketing, Email Marketing, Event Management, Project Management, Trade Marketing, Copywriting, Social Media Marketing, Promotions, Sponsorship, Public Relations, Google Analytics, Microsoft Office, Adobe Creative Suite, Cision, Capital IQ, comScore, StrongView, Bloomberg Terminal, Factiva, Qualtrics, Radian6, Competitive Analysis, Social Media, Online Marketing, Management, Digital Marketing
Education
University of Southern California 2008 — 2012
Bachelor of Arts (Journalism), Public Relations, International Relations, Business
Universiteit van Amsterdam 2011 — 2011
Undergraduate Certificate Program, International Development Studies, Law
Canadian International School of Hong Kong
Stephanie Genung Stephanie Genung's Piper Jaffray Experience 1998 - 2003
Job Vice President/Senior Treasury Trader
Industry Financial Services
Experience
Wells Fargo 2007 - Present
Wells Fargo 2004 - 2007
Piper Jaffray 1998 - 2003
Lehman Brothers 1996 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Series 7, Series 63, Trading, Securities, Bloomberg, Government Securities, Municipal Bonds, Investments, Interest Rates, Electronic Trading, Trading Strategies, Risk Management, Interest Rate Risk..., Hedging
Education
The University of North Dakota 1988 — 1992
BA, Political Science, Criminal Justice
Wells Fargo 2007 - Present
Wells Fargo 2004 - 2007
Piper Jaffray 1998 - 2003
Lehman Brothers 1996 - 1998
Skills
Capital Markets, Fixed Income, Bonds, Series 7, Series 63, Trading, Securities, Bloomberg, Government Securities, Municipal Bonds, Investments, Interest Rates, Electronic Trading, Trading Strategies, Risk Management, Interest Rate Risk..., Hedging
Education
The University of North Dakota 1988 — 1992
BA, Political Science, Criminal Justice
Luke Lindstrom Luke Lindstrom's Piper Jaffray Experience November 2013 - Present
Job Internal Control at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray November 2013 - Present
Minneapolis Public Schools November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Uline Shipping Supplies December 2007 - January 2011
Delta Sigma Pi January 2010 - May 2010
Delta Sigma Pi January 2010 - May 2010
Noodles & Company April 2006 - August 2007
Skills
Microsoft Excel, Expense Management, Customer Service, Inventory Management, Expense Reports, PowerPoint, Expense Budget..., Word, Access, Building Relationships, Communication, Financial Reporting
Education
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science, General Management and Technology
Universidad de Granada 2010 — 2010
Spanish
Piper Jaffray November 2013 - Present
Minneapolis Public Schools November 2012 - Present
Ameriprise Financial Services, Inc. June 2011 - November 2013
Uline Shipping Supplies December 2007 - January 2011
Delta Sigma Pi January 2010 - May 2010
Delta Sigma Pi January 2010 - May 2010
Noodles & Company April 2006 - August 2007
Skills
Microsoft Excel, Expense Management, Customer Service, Inventory Management, Expense Reports, PowerPoint, Expense Budget..., Word, Access, Building Relationships, Communication, Financial Reporting
Education
University of Wisconsin-La Crosse 2007 — 2011
Bachelor of Science, General Management and Technology
Universidad de Granada 2010 — 2010
Spanish
Robert Cockburn Robert Cockburn's Piper Jaffray Experience April 2008 - April 2009
Job Chief Financial Officer at Kaplan Test Prep and Admissions
Industry Publishing
Experience
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Kaplan Test Prep and Admissions March 2012 - Present
Kaplan April 2010 - March 2012
Piper Jaffray April 2008 - April 2009
Jefferies & Company March 2005 - April 2008
SG Cowen July 2002 - March 2005
Robertson Stephens May 2001 - July 2002
Prudential Securities August 1997 - May 2001
The Hartford Courant October 1990 - May 1995
Skills
Management, Corporate Finance, Mergers & Acquisitions, Sales, Investment Banking, Financial Modeling, Telecommunications, Mergers, Strategic Planning, Finance, Business Development, Venture Capital, Private Equity, Equities, Strategy, Strategic Partnerships, Valuation, Due Diligence, Investments, Corporate Development, Capital Markets, Start-ups, Financial Analysis, Business Strategy
Education
University of Virginia Darden School of Business 1995 — 1997
MBA, Business
Trinity College-Hartford 1986 — 1990
BA, History
Leeanne Huber Leeanne Huber's Piper Jaffray Experience 1996 - 1997
Job Marketing Communications Leader
Industry Nonprofit Organization Management
Experience
Margaret A. Cargill Philanthropies February 2014 - Present
RAZR Marketing March 2011 - February 2014
ADC Telecommunications/Tyco Electronics January 2008 - December 2010
GMAC ResCap May 2004 - December 2007
BI Worldwide 1997 - 2004
Piper Jaffray 1996 - 1997
Skills
Marketing Communications, Advertising, Integrated Marketing, Marketing Strategy, Promotions, Social Media, Copywriting, Brand Development, Strategic Planning, Corporate Communications, Team Building, New Business Development, PowerPoint, B2B, Marketing, Direct Mail, Marketing Management, Program Management, Brand Management, Brand Awareness, Multi-channel Marketing, Interactive Marketing, Digital Marketing, Market Planning, Product Launch, Strategy, Email Marketing, Lead Generation, Creative Direction, Project Management, Direct Marketing, Leadership, Management, Business Development, Online Marketing, B2B Marketing, Product Marketing, Relationship Marketing, Trade Shows, Online Advertising, Strategic Communications, Web Marketing, Social Media Marketing, CRM, Digital Strategy, Media Planning, Public Relations, Loyalty Marketing, Segmentation
Education
The University of Kansas
MA, Journalism
University of Iowa
BA, English and Communication Studies
Margaret A. Cargill Philanthropies February 2014 - Present
RAZR Marketing March 2011 - February 2014
ADC Telecommunications/Tyco Electronics January 2008 - December 2010
GMAC ResCap May 2004 - December 2007
BI Worldwide 1997 - 2004
Piper Jaffray 1996 - 1997
Skills
Marketing Communications, Advertising, Integrated Marketing, Marketing Strategy, Promotions, Social Media, Copywriting, Brand Development, Strategic Planning, Corporate Communications, Team Building, New Business Development, PowerPoint, B2B, Marketing, Direct Mail, Marketing Management, Program Management, Brand Management, Brand Awareness, Multi-channel Marketing, Interactive Marketing, Digital Marketing, Market Planning, Product Launch, Strategy, Email Marketing, Lead Generation, Creative Direction, Project Management, Direct Marketing, Leadership, Management, Business Development, Online Marketing, B2B Marketing, Product Marketing, Relationship Marketing, Trade Shows, Online Advertising, Strategic Communications, Web Marketing, Social Media Marketing, CRM, Digital Strategy, Media Planning, Public Relations, Loyalty Marketing, Segmentation
Education
The University of Kansas
MA, Journalism
University of Iowa
BA, English and Communication Studies
Leah Williams Leah Williams's Piper Jaffray Experience January 2011 - January 2015
Job MBA Candidate at Chicago Booth, Graduating Spring 2016
Industry Financial Services
Experience
Piper Jaffray January 2011 - January 2015
Piper Jaffray February 2008 - December 2010
General Board of Pension and Health Benefits 2004 - 2006
Skills
Analysis, Research, Investments, Data Analysis, Financial Modeling, Equity Research, Fundraising, Valuation, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Leadership, Strategic Planning, Strategy, Portfolio Management, Investment Banking, Management, Economics, Bloomberg, Capital Markets, Equities, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), General Management, Finance, Entrepreneurship, Econometrics & Statistics
University of Chicago
Bachelor of Arts (B.A.), Mathematics
Piper Jaffray January 2011 - January 2015
Piper Jaffray February 2008 - December 2010
General Board of Pension and Health Benefits 2004 - 2006
Skills
Analysis, Research, Investments, Data Analysis, Financial Modeling, Equity Research, Fundraising, Valuation, Financial Analysis, Finance, Corporate Finance, Microsoft Excel, Leadership, Strategic Planning, Strategy, Portfolio Management, Investment Banking, Management, Economics, Bloomberg, Capital Markets, Equities, Asset Management
Education
The University of Chicago - Booth School of Business 2013 — 2016
Master of Business Administration (M.B.A.), General Management, Finance, Entrepreneurship, Econometrics & Statistics
University of Chicago
Bachelor of Arts (B.A.), Mathematics
Sabrina Ferro's Piper Jaffray Experience November 1988 - May 1994
Job Senior Buyer at ON Semiconductor
Industry Logistics and Supply Chain
Experience
ON Semiconductor April 2015 - Present
Agrium April 2014 - April 2015
HJ Heinz February 2000 - April 2014
HJ Heinz July 2013 - October 2013
JR Simplot June 1994 - February 2000
Piper Jaffray November 1988 - May 1994
Macy's June 1981 - November 1988
Skills
Procurement, Purchasing, Continuous Improvement, Supplier Development, Sourcing, Strategic Sourcing, Supply Chain, Supply Management, Supply Chain Management, Supplier Negotiation, Contract Negotiation, Six Sigma, eSourcing, Spend Analysis, MRP, Materials Management, Inventory Management, Cross-functional Team..., Inventory Control, Supply Chain Operations, SAP SRM, Warehouse Management, Sales, Purchasing Negotiation, Accounts Payable, Supervisory Skills, Supplier Evaluation, Logistics, SAP, MRO Management, Indirect Purchasing, Capital Equipment, Capex, Vendor Managed Inventory, Consumer Products, Warehousing, Raw Materials, VMI, Cost Saving Initiatives
Education
The Art Institute of Portland 1980 — 1981
Associate of Science (A.S.)
ON Semiconductor April 2015 - Present
Agrium April 2014 - April 2015
HJ Heinz February 2000 - April 2014
HJ Heinz July 2013 - October 2013
JR Simplot June 1994 - February 2000
Piper Jaffray November 1988 - May 1994
Macy's June 1981 - November 1988
Skills
Procurement, Purchasing, Continuous Improvement, Supplier Development, Sourcing, Strategic Sourcing, Supply Chain, Supply Management, Supply Chain Management, Supplier Negotiation, Contract Negotiation, Six Sigma, eSourcing, Spend Analysis, MRP, Materials Management, Inventory Management, Cross-functional Team..., Inventory Control, Supply Chain Operations, SAP SRM, Warehouse Management, Sales, Purchasing Negotiation, Accounts Payable, Supervisory Skills, Supplier Evaluation, Logistics, SAP, MRO Management, Indirect Purchasing, Capital Equipment, Capex, Vendor Managed Inventory, Consumer Products, Warehousing, Raw Materials, VMI, Cost Saving Initiatives
Education
The Art Institute of Portland 1980 — 1981
Associate of Science (A.S.)
Ashkan Sheikh's Piper Jaffray Experience September 2013 - September 2014
Job Investment Banking Analyst at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2014 - Present
Piper Jaffray September 2013 - September 2014
Woodside Capital Partners April 2013 - August 2013
Ernst & Young May 2012 - August 2012
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
Bank of America Merrill Lynch September 2014 - Present
Piper Jaffray September 2013 - September 2014
Woodside Capital Partners April 2013 - August 2013
Ernst & Young May 2012 - August 2012
Education
The University of Texas at Austin - The Red McCombs School of Business
Bachelor of Business Administration (B.B.A.), Finance
Michael Stolle's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray July 2014 - Present
The University of Kansas May 2013 - May 2014
Tyr Energy May 2013 - October 2013
The University of Kansas December 2012 - May 2013
Skills
Financial Modeling, Due Diligence, Valuation, Asset Management, Power Generation, Graphic Design, Microsoft Excel, Accounting
Education
University of Kansas 2010 — 2014
BS, Accounting and Finance (Economics Minor)
Piper Jaffray July 2014 - Present
The University of Kansas May 2013 - May 2014
Tyr Energy May 2013 - October 2013
The University of Kansas December 2012 - May 2013
Skills
Financial Modeling, Due Diligence, Valuation, Asset Management, Power Generation, Graphic Design, Microsoft Excel, Accounting
Education
University of Kansas 2010 — 2014
BS, Accounting and Finance (Economics Minor)
Tim Floyd's Piper Jaffray Experience July 2003 - January 2005
Job Senior Credit Analyst at Triton Container
Industry Investment Management
Experience
Floyd Investment Co. 2009 - 2014
KKR May 2007 - December 2008
KKR February 2005 - May 2007
Piper Jaffray July 2003 - January 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Analysis, Investments, Investment Banking, Fixed Income, Strategy, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Business Development, Finance, Mergers & Acquisitions, Leveraged Finance, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance (Major), Accounting (Concentration), 4.0 GPA
Floyd Investment Co. 2009 - 2014
KKR May 2007 - December 2008
KKR February 2005 - May 2007
Piper Jaffray July 2003 - January 2005
Goldman Sachs June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Analysis, Investments, Investment Banking, Fixed Income, Strategy, Financial Modeling, Valuation, Due Diligence, Equities, Hedge Funds, Business Development, Finance, Mergers & Acquisitions, Leveraged Finance, Private Equity, Corporate Finance, Credit Analysis
Education
The University of Texas at Austin - Red McCombs School of Business 1999 — 2003
BBA, Finance (Major), Accounting (Concentration), 4.0 GPA
Cole Shields Cole Shields's Piper Jaffray Experience May 2015 - Present
Job Student at University of Southern California
Industry Financial Services
Experience
Piper Jaffray May 2015 - Present
RedHill Realty Investors May 2014 - August 2014
Jump Ventures February 2014 - May 2014
Merrill Lynch September 2013 - December 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting, Real Estate
The London School of Economics and Political Science (LSE)
Financial Markets
Piper Jaffray May 2015 - Present
RedHill Realty Investors May 2014 - August 2014
Jump Ventures February 2014 - May 2014
Merrill Lynch September 2013 - December 2013
Education
University of Southern California - Marshall School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting, Real Estate
The London School of Economics and Political Science (LSE)
Financial Markets
Sarah Whitaker Sarah Whitaker's Piper Jaffray Experience July 2014 - Present
Job Investment Banking Analyst
Industry Financial Services
Experience
Piper Jaffray July 2014 - Present
Piper Jaffray June 2013 - August 2013
Babson Math Resource Center January 2012 - January 2013
Eaton Vance June 2012 - July 2012
Education
Babson College 2010 — 2014
Bachelor's of Science in Business Adminstration
London School of Economics and Political Science 2012 — 2012
International Business
St. Paul Academy and Summit School 2006 — 2010
High School Diploma
Piper Jaffray July 2014 - Present
Piper Jaffray June 2013 - August 2013
Babson Math Resource Center January 2012 - January 2013
Eaton Vance June 2012 - July 2012
Education
Babson College 2010 — 2014
Bachelor's of Science in Business Adminstration
London School of Economics and Political Science 2012 — 2012
International Business
St. Paul Academy and Summit School 2006 — 2010
High School Diploma
Julian Willis's Piper Jaffray Experience 2002 - 2004
Job Director, Marketing and Public Relations
Industry Financial Services
Experience
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
Sovereign Capital Management Group, Inc. May 2013 - Present
Liberty Investment Management 2009 - 2013
Morgan Stanley 2006 - 2009
Merrill Lynch 2004 - 2006
Piper Jaffray 2002 - 2004
Macquarie Group 1999 - 2002
Legg Mason 1997 - 1999
Penguin Random House 1996 - 1997
Houghton Mifflin Harcourt 1993 - 1996
Skills
Asset Management, Capital Markets, Cloud Computing, Copywriting, CRM, Digital Copywriting, Digital Marketing, Digital Strategy, Equities, Equity Research, Finance, Information Technology, Integrated Marketing, Investments, Investment Strategies, IT Management, IT Strategy, Marketing, Mutual Funds, Private Equity, Portfolio Management, Programming, Project Management, SEO, SEO Copywriting, Securities, Series 7, Series 63, Strategic Planning, Trading, Wealth Management, Web Development, Series 66, WordPress, Adobe Creative Suite, Journalism, Financial Reporting, Nonprofit Consulting
Education
Tufts University 1987 — 1991
Bachelor of Arts, English
Miles Buchanan's Piper Jaffray Experience March 2015 - Present
Job Investment Banking | Valuation | Financial Modeling
Industry Investment Banking
Experience
Piper Jaffray March 2015 - Present
SunTrust Robinson Humphrey July 2013 - March 2015
JPMorgan Chase & Co. June 2012 - August 2012
Skills
Leadership, Public Speaking, Financial Statement..., Business Writing, Industry Research, Time Management, Fundraising, Financial Analysis, Communication, Valuation Modeling, Social Networking
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Banking & Finance
Piper Jaffray March 2015 - Present
SunTrust Robinson Humphrey July 2013 - March 2015
JPMorgan Chase & Co. June 2012 - August 2012
Skills
Leadership, Public Speaking, Financial Statement..., Business Writing, Industry Research, Time Management, Fundraising, Financial Analysis, Communication, Valuation Modeling, Social Networking
Education
The University of Georgia
Bachelor of Business Administration (B.B.A.), Banking & Finance
Bret Tomford Bret Tomford's Piper Jaffray Experience May 2012 - Present
Job Institutional Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray May 2012 - Present
Stifel Nicolaus November 2004 - May 2012
Skills
Investments, Series 7, Equities, Portfolio Management, Fixed Income, Series 63, Financial Analysis, Capital Markets, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Banking and Financial Support Services
The Ohio State University 1987 — 1993
Bachelor of Arts (BA), Economics
Piper Jaffray May 2012 - Present
Stifel Nicolaus November 2004 - May 2012
Skills
Investments, Series 7, Equities, Portfolio Management, Fixed Income, Series 63, Financial Analysis, Capital Markets, Financial Modeling
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 1998
Master of Business Administration (M.B.A.), Banking and Financial Support Services
The Ohio State University 1987 — 1993
Bachelor of Arts (BA), Economics
Luke Hickox Luke Hickox's Piper Jaffray Experience June 2015 - August 2015
Job Equity Research Intern at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - August 2015
Modera Wealth Management, LLC July 2014 - August 2014
Trinity College - Hartford August 2013 - May 2014
Spyglass Capital Management, LP July 2013 - August 2013
Gateway to the Arts July 2012 - August 2012
Mountain Lakes Recreation Camp July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Leadership, Stocks, Stock Market, Investments, Public Speaking, Research, PowerPoint, Writing
Education
Trinity College-Hartford 2012 — 2016
Bachelor's Degree, Economics/Mathematics, 3.826
UCL 2014 — 2014
Semester Abroad, Economics
Mountain Lakes High School 2008 — 2012
4.498
Piper Jaffray June 2015 - August 2015
Modera Wealth Management, LLC July 2014 - August 2014
Trinity College - Hartford August 2013 - May 2014
Spyglass Capital Management, LP July 2013 - August 2013
Gateway to the Arts July 2012 - August 2012
Mountain Lakes Recreation Camp July 2011 - July 2011
Skills
Microsoft Excel, Microsoft Word, Leadership, Stocks, Stock Market, Investments, Public Speaking, Research, PowerPoint, Writing
Education
Trinity College-Hartford 2012 — 2016
Bachelor's Degree, Economics/Mathematics, 3.826
UCL 2014 — 2014
Semester Abroad, Economics
Mountain Lakes High School 2008 — 2012
4.498
Gray Eklund's Piper Jaffray Experience February 2015 - Present
Job TMT Investment Banking
Industry Financial Services
Experience
Piper Jaffray February 2015 - Present
Rutberg & Company March 2014 - January 2015
Third Sector Capital Partners September 2013 - February 2014
Ronin Capital July 2006 - February 2013
Skills
Strategy, Financial Modeling, Options, Mobile Technology, Mobile Strategy, Financial Analysis, Deal Construction, Valuation, Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance and International Business, Honors Distinction
Yale University 2002 — 2006
BA, Economics
Delbarton School 1996 — 2002
Piper Jaffray February 2015 - Present
Rutberg & Company March 2014 - January 2015
Third Sector Capital Partners September 2013 - February 2014
Ronin Capital July 2006 - February 2013
Skills
Strategy, Financial Modeling, Options, Mobile Technology, Mobile Strategy, Financial Analysis, Deal Construction, Valuation, Capital Markets
Education
The University of Chicago - Booth School of Business 2010 — 2013
MBA, Finance and International Business, Honors Distinction
Yale University 2002 — 2006
BA, Economics
Delbarton School 1996 — 2002
Michael Fineman Michael Fineman's Piper Jaffray Experience July 2004 - June 2006
Job Vice President at Lincoln International
Industry Investment Banking
Experience
Lincoln International July 2012 - Present
Hyde Park Angels December 2010 - June 2012
University of Chicago Booth School of Business August 2010 - June 2012
Young Professionals of Chicago July 2010 - June 2012
Maranon Capital May 2008 - August 2010
Execulife, LLC 2008 - 2010
American Capital Strategies Ltd. August 2006 - May 2008
Piper Jaffray July 2004 - June 2006
Skills
Entrepreneurship, Networking
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Strategic Management, Entrepreneurship
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science in Business, Accounting and Finance
Lincoln International July 2012 - Present
Hyde Park Angels December 2010 - June 2012
University of Chicago Booth School of Business August 2010 - June 2012
Young Professionals of Chicago July 2010 - June 2012
Maranon Capital May 2008 - August 2010
Execulife, LLC 2008 - 2010
American Capital Strategies Ltd. August 2006 - May 2008
Piper Jaffray July 2004 - June 2006
Skills
Entrepreneurship, Networking
Education
The University of Chicago - Booth School of Business 2010 — 2012
MBA, Finance, Accounting, Strategic Management, Entrepreneurship
University of Minnesota-Twin Cities 2000 — 2004
Bachelor of Science in Business, Accounting and Finance
Jodi Dehli Jodi Dehli's Piper Jaffray Experience 1991 - 1999
Job President and COO at Rothschild Capital Partners, LLC
Industry Investment Management
Experience
Rothschild Capital Partners, LLC 2009 - Present
Dehli Development 2000 - 2010
Piper Jaffray 1991 - 1999
Deloitte Management Consulting 1987 - 1991
Education
University of Chicago 1985 — 1987
MBA, Finance
Institute for European Studies 1984 — 1985
Vienna, Austria
Texas Christian University 1980 — 1984
BA, Economics
Rothschild Capital Partners, LLC 2009 - Present
Dehli Development 2000 - 2010
Piper Jaffray 1991 - 1999
Deloitte Management Consulting 1987 - 1991
Education
University of Chicago 1985 — 1987
MBA, Finance
Institute for European Studies 1984 — 1985
Vienna, Austria
Texas Christian University 1980 — 1984
BA, Economics
Jeff Gross Jeff Gross's Piper Jaffray Experience 2005 - 2007
Job Senior Vice President at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities November 2014 - Present
Sterne Agee August 2007 - August 2014
Piper Jaffray 2005 - 2007
Merrill Lynch March 1993 - September 2002
Skills
Investments, Series 7, Valuation, Asset Management, Bonds, Finance, Structured Finance, ABS, Fixed Income, Bloomberg, Hedge Funds, CMBS
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
The George Washington University 1979 — 1983
BA, Psychology
Germantown Friends School
Wunderlich Securities November 2014 - Present
Sterne Agee August 2007 - August 2014
Piper Jaffray 2005 - 2007
Merrill Lynch March 1993 - September 2002
Skills
Investments, Series 7, Valuation, Asset Management, Bonds, Finance, Structured Finance, ABS, Fixed Income, Bloomberg, Hedge Funds, CMBS
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Finance
The George Washington University 1979 — 1983
BA, Psychology
Germantown Friends School
Jim Neal's Piper Jaffray Experience August 1997 - October 1999
Job Startup Capitalist
Industry Venture Capital & Private Equity
Experience
Jim Neal grupo agema February 2002 - Present
North Carolina Sustainable Community Fund July 2011 - September 2014
The Daily Beast October 2008 - July 2013
Jim Neal for Senate July 2007 - May 2008
Kerry Edwards 2004 February 2004 - November 2004
Wes Clark for President October 2003 - February 2004
451, Inc. February 2000 - March 2001
RxMarketplace August 1999 - February 2000
Piper Jaffray August 1997 - October 1999
Ocean Capital Corporation and Genesis Merchant Group May 1990 - August 1997
Skills
Private Equity, Public Speaking, Public Policy, Entrepreneurship, Start-ups, Fundraising, Blogging, New Business Development, Political Communication, Nonprofits, Politics, Marketing, Research, Leadership, E-commerce, Social Media, Social Media Marketing, Public Relations, Management, Mergers & Acquisitions, New Media, Communication Skills, Analysis, Strategic Communications, Strategic Planning, Policy, Media Relations, Budgets, Executive Management, Strategic Partnerships, Recruiting, Finance, Investments, Sales, Negotiation, Editing, Publishing, Corporate Communications, Online Marketing, Social Networking, Strategy, Venture Capital, Financial Analysis, Consulting, Valuation, Business Strategy, Corporate Finance, Business Development, Portfolio Management, Investment Banking
Education
The University of Chicago - Booth School of Business 1981 — 1983
MBA, Finance and macroeconomics, Dean's List
University of North Carolina at Chapel Hill 1975 — 1978
B.S., Business Administration
Jim Neal grupo agema February 2002 - Present
North Carolina Sustainable Community Fund July 2011 - September 2014
The Daily Beast October 2008 - July 2013
Jim Neal for Senate July 2007 - May 2008
Kerry Edwards 2004 February 2004 - November 2004
Wes Clark for President October 2003 - February 2004
451, Inc. February 2000 - March 2001
RxMarketplace August 1999 - February 2000
Piper Jaffray August 1997 - October 1999
Ocean Capital Corporation and Genesis Merchant Group May 1990 - August 1997
Skills
Private Equity, Public Speaking, Public Policy, Entrepreneurship, Start-ups, Fundraising, Blogging, New Business Development, Political Communication, Nonprofits, Politics, Marketing, Research, Leadership, E-commerce, Social Media, Social Media Marketing, Public Relations, Management, Mergers & Acquisitions, New Media, Communication Skills, Analysis, Strategic Communications, Strategic Planning, Policy, Media Relations, Budgets, Executive Management, Strategic Partnerships, Recruiting, Finance, Investments, Sales, Negotiation, Editing, Publishing, Corporate Communications, Online Marketing, Social Networking, Strategy, Venture Capital, Financial Analysis, Consulting, Valuation, Business Strategy, Corporate Finance, Business Development, Portfolio Management, Investment Banking
Education
The University of Chicago - Booth School of Business 1981 — 1983
MBA, Finance and macroeconomics, Dean's List
University of North Carolina at Chapel Hill 1975 — 1978
B.S., Business Administration
Jordan Tavarez's Piper Jaffray Experience July 2015 - July 2015
Job Summer Intern at Zacks Investment Research
Industry Capital Markets
Experience
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Zacks Investment Research June 2015 - Present
Piper Jaffray July 2015 - July 2015
Morgan Stanley July 2014 - July 2014
Wells Fargo Securities March 2014 - March 2014
Goldman Sachs November 2013 - November 2013
Spectrum Solutions Company June 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, Microsoft Word, Event Planning, Leadership, PowerPoint, Trading, Financial Analysis, Bloomberg Terminal, Time Management
Education
The University of Texas at Austin 2013 — 2016
Bachelor of Business Administration (BBA), Finance
The University of Texas at El Paso 2012 — 2013
Derek Giovanetti Derek Giovanetti's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Hayner, Hayner, Miller & Crist January 2013 - April 2015
Orfalea College of Business August 2014 - December 2014
Deloitte June 2014 - August 2014
Tennis, Trophies, and Tee Time March 2008 - September 2011
Skills
Financial Accounting, Valuation, Corporate Tax, Financial Modeling, Financial Analysis, Tax, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, QuickBooks, Accounting, Income Tax, Tax Accounting, Strategic Financial..., Auditing, Corporate Finance, Microsoft Excel, CPA
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration/Accounting, Summa Cum Laude - 3.86 GPA
Universidad Pablo de Olavide 2013 — 2013
Study Abroad, Sevilla, Spain - Fall 2013
Monte Vista High School 2007 — 2011
Piper Jaffray June 2015 - Present
Hayner, Hayner, Miller & Crist January 2013 - April 2015
Orfalea College of Business August 2014 - December 2014
Deloitte June 2014 - August 2014
Tennis, Trophies, and Tee Time March 2008 - September 2011
Skills
Financial Accounting, Valuation, Corporate Tax, Financial Modeling, Financial Analysis, Tax, Sarbanes-Oxley Act, Tax Preparation, Financial Reporting, QuickBooks, Accounting, Income Tax, Tax Accounting, Strategic Financial..., Auditing, Corporate Finance, Microsoft Excel, CPA
Education
California Polytechnic State University-San Luis Obispo 2011 — 2015
Bachelor of Science (BS), Business Administration/Accounting, Summa Cum Laude - 3.86 GPA
Universidad Pablo de Olavide 2013 — 2013
Study Abroad, Sevilla, Spain - Fall 2013
Monte Vista High School 2007 — 2011
Mitchell Grant Mitchell Grant's Piper Jaffray Experience May 2012 - August 2012
Job Transaction Coordinator at Stearns Lending (NMLS #1854)
Industry Financial Services
Experience
Stearns Lending (NMLS #1854) August 2015 - Present
The Federal Savings Bank June 2014 - Present
Premier Asset Management May 2013 - August 2013
Piper Jaffray May 2012 - August 2012
Skills
Financial Market..., Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Financial Modeling, Teamwork, Statistics, Data Analysis, SPSS, Microsoft Office, Financial Reporting, Equity Research, Business Analysis, Access, Finance, Analysis, Matlab
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Arts (B.A.), Economics
Universitat Pompeu Fabra 2013 — 2013
Stearns Lending (NMLS #1854) August 2015 - Present
The Federal Savings Bank June 2014 - Present
Premier Asset Management May 2013 - August 2013
Piper Jaffray May 2012 - August 2012
Skills
Financial Market..., Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Economics, Financial Modeling, Teamwork, Statistics, Data Analysis, SPSS, Microsoft Office, Financial Reporting, Equity Research, Business Analysis, Access, Finance, Analysis, Matlab
Education
University of Wisconsin-Madison 2010 — 2014
Bachelor of Arts (B.A.), Economics
Universitat Pompeu Fabra 2013 — 2013
David Stevenson's Piper Jaffray Experience 2009 - 2010
Job Vice President (M&A) at Arbor Advisors
Industry Investment Banking
Experience
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Arbor Advisors 2014 - Present
Houlihan Lokey 2011 - 2014
Piper Jaffray 2009 - 2010
Wachovia Securities 2008 - 2009
Morgan Stanley 2001 - 2007
JP Morgan Chase 1998 - 2000
Skills
Investment Banking, Valuation, Mergers, Capital Raising, LBO, Private Equity, Capital Markets, Equities, Fixed Income, Corporate Development, Private Placements, Financial Modeling, Mergers & Acquisitions, Venture Capital, Finance, Acquisitions, M&A experience, Business Development, IPO, Due Diligence, Financial Analysis, Corporate Finance
Education
The University of Chicago Booth School of Business 2006 — 2008
M.B.A.
The University of Chicago 2005 — 2006
The Ohio State University 1995 — 2000
B.A.
Amit Kapur's Piper Jaffray Experience June 2005 - June 2008
Job
Industry Telecommunications
Experience
Microsoft August 2014 - Present
Qualcomm MEMS Technologies, Inc. February 2011 - August 2014
Qualcomm January 2009 - February 2011
Piper Jaffray June 2005 - June 2008
Piper Jaffray May 2004 - June 2005
RBC Capital Markets September 2001 - May 2004
Manulife Financial August 1998 - August 1999
KPMG 1994 - 1998
Skills
Financial Modeling, Financial Analysis, Strategic Consulting, Valuation, Capital Raising, Business Planning, Vendor Management, Strategy, Finance, Equities, Investments, Equity Research, Due Diligence, Capital Markets, Portfolio Management, Business Development, Competitive Analysis, Strategic Planning, Venture Capital, CRM, Executive Management, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Wilfrid Laurier University 1992 — 1996
BA
Microsoft August 2014 - Present
Qualcomm MEMS Technologies, Inc. February 2011 - August 2014
Qualcomm January 2009 - February 2011
Piper Jaffray June 2005 - June 2008
Piper Jaffray May 2004 - June 2005
RBC Capital Markets September 2001 - May 2004
Manulife Financial August 1998 - August 1999
KPMG 1994 - 1998
Skills
Financial Modeling, Financial Analysis, Strategic Consulting, Valuation, Capital Raising, Business Planning, Vendor Management, Strategy, Finance, Equities, Investments, Equity Research, Due Diligence, Capital Markets, Portfolio Management, Business Development, Competitive Analysis, Strategic Planning, Venture Capital, CRM, Executive Management, Mergers, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Wilfrid Laurier University 1992 — 1996
BA
Hector Adame's Piper Jaffray Experience February 2002 - February 2004
Job Director client data solutions
Industry Leisure, Travel & Tourism
Experience
BCD Travel February 2013 - Present
UIL Debate 2007 - 2015
UIL Debate 2007 - 2015
Dell June 2005 - September 2012
RCG Information Technology February 2004 - July 2005
Piper Jaffray February 2002 - February 2004
Skills
Business Analysis, Oracle, SDLC, Business Intelligence, SQL, ETL, ITIL, Data Warehousing, Requirements Analysis, Requirements Gathering, Microsoft SQL Server
Education
The University of Texas at Austin 1988 — 1993
Bachelor of Arts (B.A.)
BCD Travel February 2013 - Present
UIL Debate 2007 - 2015
UIL Debate 2007 - 2015
Dell June 2005 - September 2012
RCG Information Technology February 2004 - July 2005
Piper Jaffray February 2002 - February 2004
Skills
Business Analysis, Oracle, SDLC, Business Intelligence, SQL, ETL, ITIL, Data Warehousing, Requirements Analysis, Requirements Gathering, Microsoft SQL Server
Education
The University of Texas at Austin 1988 — 1993
Bachelor of Arts (B.A.)
Jared Shaw's Piper Jaffray Experience April 2013 - April 2014
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities April 2014 - Present
Piper Jaffray April 2013 - April 2014
Keefe, Bruyette & Woods July 2010 - February 2013
People's United Bank March 2008 - July 2010
Keefe, Bruyette & Woods November 2001 - March 2008
Friedman, Billings, Ramsey & Co., Inc. October 1995 - November 2001
New Hampshire Marine Patrol February 1992 - October 1995
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Equity Research, Capital Markets, Equities, Investments, Hedge Funds, Due Diligence, Valuation, Financial Analysis, Asset Management, Securities, Investor Relations, Bloomberg, Banking, Financial Services, Bonds, Private Equity, Trading, Finance, Alternative Investments, Financial Modeling, Strategy, Fixed Income, Corporate Finance, Financial Institutions, Analysis, Financial Markets, Equity Valuation
Education
The George Washington University 1992 — 1996
BA, International Affairs
St. Paul's School 1988 — 1992
Toin Gakuen, Yokohama, Japan 1990 — 1990
Summer Exchange Program
Wells Fargo Securities April 2014 - Present
Piper Jaffray April 2013 - April 2014
Keefe, Bruyette & Woods July 2010 - February 2013
People's United Bank March 2008 - July 2010
Keefe, Bruyette & Woods November 2001 - March 2008
Friedman, Billings, Ramsey & Co., Inc. October 1995 - November 2001
New Hampshire Marine Patrol February 1992 - October 1995
Skills
Investment Banking, Mergers & Acquisitions, Portfolio Management, Equity Research, Capital Markets, Equities, Investments, Hedge Funds, Due Diligence, Valuation, Financial Analysis, Asset Management, Securities, Investor Relations, Bloomberg, Banking, Financial Services, Bonds, Private Equity, Trading, Finance, Alternative Investments, Financial Modeling, Strategy, Fixed Income, Corporate Finance, Financial Institutions, Analysis, Financial Markets, Equity Valuation
Education
The George Washington University 1992 — 1996
BA, International Affairs
St. Paul's School 1988 — 1992
Toin Gakuen, Yokohama, Japan 1990 — 1990
Summer Exchange Program
Cory Simonson's Piper Jaffray Experience January 2000 - August 2006
Job Vice President Wealth Management Business Analysis at US Bank
Industry Financial Services
Experience
US Bank August 2010 - Present
US Bank October 2008 - March 2011
UBS Financial Services Inc. August 2006 - September 2008
Piper Jaffray January 2000 - August 2006
Honeywell January 1997 - March 2000
Skills
Series 7, Wealth Management, Finance, Business Analysis, Financial Modeling, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2011
MBA, Finance
The University of North Dakota 1992 — 1996
Bac of Acct, Accounting/Finance
US Bank August 2010 - Present
US Bank October 2008 - March 2011
UBS Financial Services Inc. August 2006 - September 2008
Piper Jaffray January 2000 - August 2006
Honeywell January 1997 - March 2000
Skills
Series 7, Wealth Management, Finance, Business Analysis, Financial Modeling, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2011
MBA, Finance
The University of North Dakota 1992 — 1996
Bac of Acct, Accounting/Finance
Steve Casull's Piper Jaffray Experience January 1997 - October 2003
Job Casull Financial Advisory LLC CasullOutdoors.com
Industry Investment Management
Experience
Casull Financial Advisory August 2012 - Present
Wells Fargo Advisors May 2010 - August 2012
Lefavi Wealth Management October 2004 - June 2007
Casull Capital Partners January 1999 - October 2003
Piper Jaffray January 1997 - October 2003
United Technologies, Colt Firearms mfg. February 1991 - April 1994
JFI, Limited March 1987 - July 1991
Skills
Start-ups, Finance, Product Management, Insurance, Financial Analysis, Asset Management, Financial Modeling, Investments, Corporate Finance, Investment Banking, Accounting, Financial Reporting, Due Diligence, Credit, Venture Capital, Strategic Planning, Business Strategy, Microsoft Office, Structured Finance, Microsoft Excel, Valuation, Asset Managment, Portfolio Management, Risk Management, Marketing, Management, Leadership, Financial Services, Financial Planning, Sales
Education
Hong Kong Polytechnic 1988 — 1991
Module Study Program / Mattel Endorsement, Industrial Sciences, Materials Sourcing, Efficiency Design
University of Utah 1980 — 1982
Business
Casull Financial Advisory August 2012 - Present
Wells Fargo Advisors May 2010 - August 2012
Lefavi Wealth Management October 2004 - June 2007
Casull Capital Partners January 1999 - October 2003
Piper Jaffray January 1997 - October 2003
United Technologies, Colt Firearms mfg. February 1991 - April 1994
JFI, Limited March 1987 - July 1991
Skills
Start-ups, Finance, Product Management, Insurance, Financial Analysis, Asset Management, Financial Modeling, Investments, Corporate Finance, Investment Banking, Accounting, Financial Reporting, Due Diligence, Credit, Venture Capital, Strategic Planning, Business Strategy, Microsoft Office, Structured Finance, Microsoft Excel, Valuation, Asset Managment, Portfolio Management, Risk Management, Marketing, Management, Leadership, Financial Services, Financial Planning, Sales
Education
Hong Kong Polytechnic 1988 — 1991
Module Study Program / Mattel Endorsement, Industrial Sciences, Materials Sourcing, Efficiency Design
University of Utah 1980 — 1982
Business
Benjamin Kline's Piper Jaffray Experience May 2012 - August 2012
Job Management and Strategy Consultant at Lumeris
Industry Management Consulting
Experience
Lumeris July 2015 - Present
Washington University - Olin Business School December 2013 - Present
Amerinet, Inc. June 2013 - June 2015
Piper Jaffray May 2012 - August 2012
Navigant Consulting August 2009 - July 2011
Sg2 July 2007 - August 2009
Mallinckrodt Institute of Radiology at Washington University School of Medicine June 2006 - August 2006
Smith & Nephew June 2004 - August 2005
Skills
Financial Modeling, Data Analysis, Business Strategy, Business Development, Strategic Partnerships, Strategy, Valuation, Management Consulting, Financial Analysis, Consulting
Education
Washington University in St. Louis 2011 — 2013
MBA, Finance and Strategy, Olin Business School
The Johns Hopkins University 2003 — 2007
Bachelor of Science (BS), Biomedical Engineering, minors in Mathematics and Entrepreneurship
John Burroughs School 1997 — 2003
Lumeris July 2015 - Present
Washington University - Olin Business School December 2013 - Present
Amerinet, Inc. June 2013 - June 2015
Piper Jaffray May 2012 - August 2012
Navigant Consulting August 2009 - July 2011
Sg2 July 2007 - August 2009
Mallinckrodt Institute of Radiology at Washington University School of Medicine June 2006 - August 2006
Smith & Nephew June 2004 - August 2005
Skills
Financial Modeling, Data Analysis, Business Strategy, Business Development, Strategic Partnerships, Strategy, Valuation, Management Consulting, Financial Analysis, Consulting
Education
Washington University in St. Louis 2011 — 2013
MBA, Finance and Strategy, Olin Business School
The Johns Hopkins University 2003 — 2007
Bachelor of Science (BS), Biomedical Engineering, minors in Mathematics and Entrepreneurship
John Burroughs School 1997 — 2003
Brian Nagel's Piper Jaffray Experience 2001 - 2006
Job Financial Advisor at SagePoint Financial
Industry Financial Services
Experience
SagePoint Financial April 2007 - Present
UBS 2006 - 2007
Piper Jaffray 2001 - 2006
H&R Block Financial Advisors 1995 - 2001
Skills
Wealth Management, Retirement Planning, 401k Rollovers, Investments, Mutual Funds, Estate Planning, Saving for Education
Education
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Cum Laude
University of Phoenix 2002 — 2004
MBA, Global Managment
saguro
SagePoint Financial April 2007 - Present
UBS 2006 - 2007
Piper Jaffray 2001 - 2006
H&R Block Financial Advisors 1995 - 2001
Skills
Wealth Management, Retirement Planning, 401k Rollovers, Investments, Mutual Funds, Estate Planning, Saving for Education
Education
University of Arizona 1988 — 1992
Bachelor of Arts (BA), Cum Laude
University of Phoenix 2002 — 2004
MBA, Global Managment
saguro
Alexander Rutlin's Piper Jaffray Experience 2003 - 2005
Job Managing Director at Mill City Capital, L.P.
Industry Venture Capital & Private Equity
Experience
Mill City Capital, L.P. April 2010 - Present
Goldner Hawn Johnson & Morrison July 2005 - April 2010
Piper Jaffray 2003 - 2005
GE Capital 2002 - 2003
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA
University of Wisconsin-Madison - School of Business 1998 — 2002
Mill City Capital, L.P. April 2010 - Present
Goldner Hawn Johnson & Morrison July 2005 - April 2010
Piper Jaffray 2003 - 2005
GE Capital 2002 - 2003
Education
The University of Chicago Booth School of Business 2007 — 2010
MBA
University of Wisconsin-Madison - School of Business 1998 — 2002
Nancy Koski's Piper Jaffray Experience VP, Travel & Conference ServicesPiper Jaffray Companies1997 - Present
Job VP, Travel & Conference Services at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray VP, Travel & Conference ServicesPiper Jaffray Companies1997 - Present
Skills
Vendor Management, Travel Management, Contract Negotiation, Sales, Management
Education
The University of Memphis 1985 — 1990
Wharton School, University of Pennsylvania
Piper Jaffray VP, Travel & Conference ServicesPiper Jaffray Companies1997 - Present
Skills
Vendor Management, Travel Management, Contract Negotiation, Sales, Management
Education
The University of Memphis 1985 — 1990
Wharton School, University of Pennsylvania
Peter Froehlich's Piper Jaffray Experience 2004 - 2007
Job Director Airport Affairs at United Airlines
Industry Airlines/Aviation
Experience
United Airlines 2011 - Present
United Airlines 2010 - 2011
United Airlines 2009 - 2010
United Airlines 2007 - 2009
Piper Jaffray 2004 - 2007
LaSalle Bank Corporation 1998 - 2004
LaSalle Bank Corporation 1996 - 1998
LaSalle Bank Corporation 1994 - 1996
LaSalle Bank Corporation 1993 - 1994
Skills
Financial Analysis, Capital Budgeting, Corporate Finance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Valuation, Cross-functional Team...
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA - Finance, Strategic Management, Accounting
Washington University in St. Louis 1989 — 1993
Double B.A., Economics, Spanish
United Airlines 2011 - Present
United Airlines 2010 - 2011
United Airlines 2009 - 2010
United Airlines 2007 - 2009
Piper Jaffray 2004 - 2007
LaSalle Bank Corporation 1998 - 2004
LaSalle Bank Corporation 1996 - 1998
LaSalle Bank Corporation 1994 - 1996
LaSalle Bank Corporation 1993 - 1994
Skills
Financial Analysis, Capital Budgeting, Corporate Finance, Financial Modeling, Strategic Financial..., Mergers & Acquisitions, Valuation, Cross-functional Team...
Education
The University of Chicago Booth School of Business 2000 — 2003
MBA - Finance, Strategic Management, Accounting
Washington University in St. Louis 1989 — 1993
Double B.A., Economics, Spanish
Brad Langner's Piper Jaffray Experience January 2011 - Present
Job Senior Vice President at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray January 2011 - Present
RBC Capital Markets December 2008 - January 2011
JP Morgan February 2002 - September 2008
Skills
Credit Risk, Equities, Capital Markets, Fixed Income
Education
The University of Kansas 1995 — 1999
Piper Jaffray January 2011 - Present
RBC Capital Markets December 2008 - January 2011
JP Morgan February 2002 - September 2008
Skills
Credit Risk, Equities, Capital Markets, Fixed Income
Education
The University of Kansas 1995 — 1999
Joseph Lavely's Piper Jaffray Experience July 1993 - December 1995
Job Managing Director at Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher 1995 - Present
Piper Jaffray July 1993 - December 1995
Skills
Mergers, Investment Banking, LBO, Structuring, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Structuring, Venture Capital
Education
The University of Kansas 1989 — 1993
Washburn Rural
Greene Holcomb Fisher 1995 - Present
Piper Jaffray July 1993 - December 1995
Skills
Mergers, Investment Banking, LBO, Structuring, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Private Equity, Financial Structuring, Venture Capital
Education
The University of Kansas 1989 — 1993
Washburn Rural
Irene Fan's Piper Jaffray Experience 2011 - August 2012
Job Institutional Fixed Income Sales at Falcon Square Capital
Industry Financial Services
Experience
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Falcon Square Capital August 2015 - Present
Wunderlich Securities July 2014 - July 2015
CastleOak Securities, L.P. August 2012 - January 2014
Piper Jaffray 2011 - August 2012
BTIG LLC July 2010 - July 2011
Jesup & Lamont 2008 - 2010
Keefe, Bruyette & Woods 2006 - 2008
Advest, Inc. 2003 - 2005
Piper Jaffray 2001 - 2003
Prudential Securitites 1997 - 2001
Skills
Fixed Income, Alternative Investments, Investment Banking, Hedge Funds, Series 7, Capital Markets, Structured Products, Series 63, Equities, Portfolio Management, Bloomberg, Trading, Securities, Bonds, Investments, Asset Management
Education
UCLA Anderson School of Management
MBA, Finance, Entrepreneurship
University of Pennsylvania
BAS, Systems Engineering
University of Pennsylvania - The Wharton School
BSE, Finance
Kristofer Blohm's Piper Jaffray Experience May 2000 - August 2000
Job Mergers & Acquisitions at Kaufman Hall
Industry Management Consulting
Experience
Kaufman Hall September 2013 - Present
Stifel Nicolaus November 2010 - August 2013
Cowen and Company April 2006 - November 2010
Galen Partners June 2004 - April 2006
Societe Generale (SG Cowen) July 2001 - June 2004
Piper Jaffray May 2000 - August 2000
Skills
Investment Banking, Valuation, Private Equity, Debt, Equities, Corporate Finance, Capital Raising, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Business Valuation, LBO, Equity Valuation, Strategy, Management Consulting, Strategic Consulting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
M.A., Accounting
Tulane University 1996 — 2000
B.S.M., Finance
Dwight-Englewood School
Kaufman Hall September 2013 - Present
Stifel Nicolaus November 2010 - August 2013
Cowen and Company April 2006 - November 2010
Galen Partners June 2004 - April 2006
Societe Generale (SG Cowen) July 2001 - June 2004
Piper Jaffray May 2000 - August 2000
Skills
Investment Banking, Valuation, Private Equity, Debt, Equities, Corporate Finance, Capital Raising, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions, Venture Capital, Corporate Development, Business Valuation, LBO, Equity Valuation, Strategy, Management Consulting, Strategic Consulting
Education
Tulane University - A.B. Freeman School of Business 2000 — 2001
M.A., Accounting
Tulane University 1996 — 2000
B.S.M., Finance
Dwight-Englewood School
Melissa Farber's Piper Jaffray Experience April 1996 - October 2007
Job Applications Consultant 2 at Piper Jaffray & Co.
Industry Information Technology and Services
Experience
Piper Jaffray & Co. October 2007 - Present
Piper Jaffray April 1996 - October 2007
Skills
ETL, Data Analysis
Education
The University of North Dakota 1991 — 1995
BS, Information Management, Management
Piper Jaffray & Co. October 2007 - Present
Piper Jaffray April 1996 - October 2007
Skills
ETL, Data Analysis
Education
The University of North Dakota 1991 — 1995
BS, Information Management, Management
Kraig Tuominen's Piper Jaffray Experience 1987 - 2004
Job Property Technician & Handyman
Industry Commercial Real Estate
Experience
Kraus-Anderson Realty September 2013 - Present
Thrivent Financial January 2006 - August 2008
Piper Jaffray Companies 1999 - 2005
Piper Jaffray 1987 - 2004
Skills
Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Training, Process Improvement, Team Leadership
Education
The College of St. Scholastica 1983 — 1985
AlBrook High School 1978 — 1983
Kraus-Anderson Realty September 2013 - Present
Thrivent Financial January 2006 - August 2008
Piper Jaffray Companies 1999 - 2005
Piper Jaffray 1987 - 2004
Skills
Customer Service, Microsoft Excel, Data Analysis, Microsoft Office, Microsoft Word, Leadership, Training, Process Improvement, Team Leadership
Education
The College of St. Scholastica 1983 — 1985
AlBrook High School 1978 — 1983
Allison Peterson's Piper Jaffray Experience
Job Business Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray
Skills
Series 7
Education
The University of North Dakota 1997 — 1999
Piper Jaffray
Skills
Series 7
Education
The University of North Dakota 1997 — 1999
Robert Dovenberg's Piper Jaffray Experience June 1996 - August 1999
Job Managing Director at Greene Holcomb Fisher
Industry Investment Banking
Experience
Greene Holcomb Fisher April 2005 - Present
Dell July 2004 - April 2005
Dell Ventures 2000 - 2004
Piper Jaffray June 1996 - August 1999
Skills
Mergers, Investment Banking
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Wisconsin-Madison 1992 — 1996
BBA, Finance
Wayzata High School
Greene Holcomb Fisher April 2005 - Present
Dell July 2004 - April 2005
Dell Ventures 2000 - 2004
Piper Jaffray June 1996 - August 1999
Skills
Mergers, Investment Banking
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA, Finance
University of Wisconsin-Madison 1992 — 1996
BBA, Finance
Wayzata High School
David Rudow's Piper Jaffray Experience 2002 - 2006
Job Sr. Equity Analyst at Thrivent Financial
Industry Financial Services
Experience
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Thrivent Asset Management 2007 - Present
Piper Jaffray 2002 - 2006
J.P. Morgan 2001 - 2002
Hambrecht & Quist 2000 - 2002
Mesirow Financial 1996 - 2000
KPMG 1996 - 1996
Coopers & Lybrand 1994 - 1996
US Air Force 1989 - 1990
Skills
Valuation, Accounting, Software, Equity Research, Modeling, Financial Modeling, Equities, Financial Analysis, Investments, Asset Managment, Hedge Funds, Bloomberg, Equity Valuation, Portfolio Management, Alternative Investments, Business Valuation, Investment Management, Strategic Planning, Information Technology, Mergers & Acquisitions, Investment Strategies, Securities, Asset Allocation, Mutual Funds, Asset Management, Capital Markets, Finance, Investment Banking, Corporate Finance
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance and Accounting
University of Illinois at Chicago 1990 — 1993
BSBA, Accounting
Jim Bell's Piper Jaffray Experience 1998 - 2000
Job EVP, CFO at RLHC Red Lion Hotels Corporation
Industry Hospitality
Experience
RLHC Red Lion Hotels Corporation October 2014 - Present
Coldwater Creek June 2014 - September 2014
Coldwater Creek January 2012 - June 2014
Coldwater Creek Inc. March 2010 - January 2012
Coldwater Creek September 2009 - March 2010
Harry & David Holdings, Inc. 2007 - 2009
Gap Inc. 2002 - 2007
SmartPipes, Inc February 2000 - September 2002
Piper Jaffray 1998 - 2000
US Navy 1989 - 1998
Skills
Mergers, Investment Banking, Finance, Budgets, Mergers & Acquisitions, Forecasting, Business Development, SEC filings, Leadership, Strategy, Team Building, Start-ups, Cross-functional Team..., Corporate Finance, Strategic Planning, Analysis, Venture Capital, Private Equity, Project Planning, Inventory Management, Strategic Financial..., Income Statement, Accounting, Internal Controls, Sales, Financial Analysis, Investments, Logistics, Hyperion Enterprise, ERP, Training, P&L Management, Financial Modeling, Business Planning, Executive Management, Acquisition Integration, Process Improvement, Business Process..., Managerial Finance, Investor Relations, Business Strategy, Financial Reporting, Pricing, Competitive Analysis, P&L, Sarbanes-Oxley Act, Capital Budgeting, Operations Management, Management, Profit
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1997
MBA, Finance & Accounting
United States Naval Academy 1985 — 1989
BS, Economics
RLHC Red Lion Hotels Corporation October 2014 - Present
Coldwater Creek June 2014 - September 2014
Coldwater Creek January 2012 - June 2014
Coldwater Creek Inc. March 2010 - January 2012
Coldwater Creek September 2009 - March 2010
Harry & David Holdings, Inc. 2007 - 2009
Gap Inc. 2002 - 2007
SmartPipes, Inc February 2000 - September 2002
Piper Jaffray 1998 - 2000
US Navy 1989 - 1998
Skills
Mergers, Investment Banking, Finance, Budgets, Mergers & Acquisitions, Forecasting, Business Development, SEC filings, Leadership, Strategy, Team Building, Start-ups, Cross-functional Team..., Corporate Finance, Strategic Planning, Analysis, Venture Capital, Private Equity, Project Planning, Inventory Management, Strategic Financial..., Income Statement, Accounting, Internal Controls, Sales, Financial Analysis, Investments, Logistics, Hyperion Enterprise, ERP, Training, P&L Management, Financial Modeling, Business Planning, Executive Management, Acquisition Integration, Process Improvement, Business Process..., Managerial Finance, Investor Relations, Business Strategy, Financial Reporting, Pricing, Competitive Analysis, P&L, Sarbanes-Oxley Act, Capital Budgeting, Operations Management, Management, Profit
Education
University of Maryland - Robert H. Smith School of Business 1995 — 1997
MBA, Finance & Accounting
United States Naval Academy 1985 — 1989
BS, Economics
Ron Groat, CPA's Piper Jaffray Experience April 2010 - Present
Job AVP Financial Controls Supervisor at Piper Jaffray
Industry Accounting
Experience
Piper Jaffray April 2010 - Present
Grant Thornton LLP September 2005 - April 2010
Berkley Risk Administrators May 2005 - September 2005
Eschelon Telecom September 2001 - October 2004
Education
University of St. Thomas - Opus College of Business 2004 — 2006
MBA
Texas Christian University
BA, Marketing
Piper Jaffray April 2010 - Present
Grant Thornton LLP September 2005 - April 2010
Berkley Risk Administrators May 2005 - September 2005
Eschelon Telecom September 2001 - October 2004
Education
University of St. Thomas - Opus College of Business 2004 — 2006
MBA
Texas Christian University
BA, Marketing
Christopher Brathwaite, CFP®, CIMA®'s Piper Jaffray Experience January 2003 - July 2006
Job Sr. Wealth Planner Private Wealth Management at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2010 - Present
UBS Wealth Management 2006 - April 2010
UBS Financial Services, Inc 2006 - April 2010
Piper Jaffray January 2003 - July 2006
Piper Jaffray November 1999 - December 2002
Skills
Wealth Management, Investment Management, Financial Planning, Estate Planning, Alternative Investments, Family Office, Investments, Private Wealth..., Strategic Financial..., Investment Advisory, High Net Worth..., Consulting, Asset Management, Retirement Planning, Wealth Management..., Wealth, Strategic Planning, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Securities, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Services, Finance, Banking, Financial Advisory, Strategy, Hedge Funds, Risk Management, Financial Analysis, Retirement
Education
University of Minnesota - Carlson School of Management 2000 — 2004
MBA
Peabody Conservatory of Music 1992 — 1997
B.M.
The Johns Hopkins University 1992 — 1997
B.A.
William Blair and Company May 2010 - Present
UBS Wealth Management 2006 - April 2010
UBS Financial Services, Inc 2006 - April 2010
Piper Jaffray January 2003 - July 2006
Piper Jaffray November 1999 - December 2002
Skills
Wealth Management, Investment Management, Financial Planning, Estate Planning, Alternative Investments, Family Office, Investments, Private Wealth..., Strategic Financial..., Investment Advisory, High Net Worth..., Consulting, Asset Management, Retirement Planning, Wealth Management..., Wealth, Strategic Planning, Series 7, Uniform Combined State..., Series 63, Asset Allocation, Mutual Funds, Securities, Fixed Income, Investment Strategies, Equities, Portfolio Management, Financial Services, Finance, Banking, Financial Advisory, Strategy, Hedge Funds, Risk Management, Financial Analysis, Retirement
Education
University of Minnesota - Carlson School of Management 2000 — 2004
MBA
Peabody Conservatory of Music 1992 — 1997
B.M.
The Johns Hopkins University 1992 — 1997
B.A.
Alex Mack's Piper Jaffray Experience July 2009 - January 2010
Job Leveraged Finance at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2012 - Present
Cowen and Company January 2010 - November 2011
Piper Jaffray July 2009 - January 2010
Blackthorn Investment Group May 2008 - August 2008
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Jefferies & Company March 2012 - Present
Cowen and Company January 2010 - November 2011
Piper Jaffray July 2009 - January 2010
Blackthorn Investment Group May 2008 - August 2008
Education
University of Kansas 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Liz Pate's Piper Jaffray Experience March 2008 - April 2010
Job Research Associate Semiconductors at Susquehanna International Group
Industry Semiconductors
Experience
Susquehanna International Group April 2010 - Present
Piper Jaffray March 2008 - April 2010
FBR Capital Markets 2004 - 2008
Friedman Billings Ramsey 2004 - 2008
SoundView Technology Group 1997 - 2004
Skills
Valuation, Equity Research, Equities, Alternative Investments, Analysis, Bloomberg, Asset Management, Business Analysis, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
Susquehanna International Group April 2010 - Present
Piper Jaffray March 2008 - April 2010
FBR Capital Markets 2004 - 2008
Friedman Billings Ramsey 2004 - 2008
SoundView Technology Group 1997 - 2004
Skills
Valuation, Equity Research, Equities, Alternative Investments, Analysis, Bloomberg, Asset Management, Business Analysis, Business Valuation, Capital Markets, Competitive Analysis, Derivatives, Due Diligence, Equity Valuation, Financial Analysis, Financial Modeling, Hedge Funds, Investment Banking, Investments, Investor Relations, Portfolio Management
Education
The University of Connecticut School of Business 1989 — 1992
MBA, Finance
Colin McKay's Piper Jaffray Experience April 2006 - August 2010
Job at Goldman Sachs & Co.
Industry Investment Banking
Experience
Goldman Sachs & Co. July 2010 - Present
Piper Jaffray April 2006 - August 2010
C.E. Unterberg, Towbin March 2004 - April 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1999 - August 1999
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Investment Management, Leveraged Finance, Alternative Investments, Corporate Finance, Equity Research, Mergers, IPO, Due Diligence, Securities, Emerging Markets, Portfolio Management, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
BA, History
Sidwell Friends School 1983 — 1990
Goldman Sachs & Co. July 2010 - Present
Piper Jaffray April 2006 - August 2010
C.E. Unterberg, Towbin March 2004 - April 2006
Robertson Stephens 2000 - 2002
Lehman Brothers May 1999 - August 1999
Skills
Private Equity, Hedge Funds, Equities, Venture Capital, Investment Management, Leveraged Finance, Alternative Investments, Corporate Finance, Equity Research, Mergers, IPO, Due Diligence, Securities, Emerging Markets, Portfolio Management, Investor Relations
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Virginia 1990 — 1994
BA, History
Sidwell Friends School 1983 — 1990
R. Stephen Meyers's Piper Jaffray Experience 1985 - 2006
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Senior Vice PresidentRBC Wealth Management2007 - Present
RBC Welth Management 2006 - Present
RBC Dain Rauscher 2006 - Present
Piper Jaffray 1985 - 2006
Skills
Investments, Investment Strategies, Estate Planning, Wealth Management, Investment Management, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Series 63, Fixed Income, Equities, Securities, FINRA, Strategic Financial..., Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments
Education
Texas Christian University 1970 — 1973
Bachelor of Arts, History/ Political Science
Texas Christian University 1970 — 1973
Bachelor of Arts (BA), History
RBC Wealth Management Senior Vice PresidentRBC Wealth Management2007 - Present
RBC Welth Management 2006 - Present
RBC Dain Rauscher 2006 - Present
Piper Jaffray 1985 - 2006
Skills
Investments, Investment Strategies, Estate Planning, Wealth Management, Investment Management, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Series 63, Fixed Income, Equities, Securities, FINRA, Strategic Financial..., Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments
Education
Texas Christian University 1970 — 1973
Bachelor of Arts, History/ Political Science
Texas Christian University 1970 — 1973
Bachelor of Arts (BA), History
Jason Charpentier's Piper Jaffray Experience June 2007 - August 2008
Job Director Corporate Finance & Global Treasury Operations at Molson Coors
Industry Food & Beverages
Experience
Molson Coors July 2013 - Present
Molson Coors January 2011 - July 2013
Molson Coors January 2009 - January 2011
Piper Jaffray June 2007 - August 2008
Skills
Corporate Finance, Capital Markets, Mergers, Risk Management, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Forecasting, Private Equity, Financial Reporting, Finance, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters, Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Business Administration
Molson Coors July 2013 - Present
Molson Coors January 2011 - July 2013
Molson Coors January 2009 - January 2011
Piper Jaffray June 2007 - August 2008
Skills
Corporate Finance, Capital Markets, Mergers, Risk Management, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Forecasting, Private Equity, Financial Reporting, Finance, Investment Banking
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters, Finance
University of Colorado Boulder - Leeds School of Business 2001 — 2005
BS, Business Administration
Victor G. Caruso's Piper Jaffray Experience 2008 - 2010
Job Managing Member at Pierian Partners, LLC
Industry Investment Banking
Experience
Pierian Partners, LLC 2011 - Present
Piper Jaffray 2008 - 2010
Morgan Joseph & Co. 2007 - 2008
Gordian Group LLC 1997 - 2007
Bear Stearns 1993 - 1995
Lehman Brothers 1983 - 1993
Skills
Restructuring, Leveraged Finance, LBO, Private Equity, Due Diligence, Valuation, Venture Capital, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Debt, Financial Modeling, Business Valuation, Strategic Planning, Bankruptcy, Structured Finance, Special Situations, Loans, Real Estate, Business Planning, Credit, Accounting, Divestitures, Mezzanine, Business Strategy, Forecasting, Chapter 11, Hedge Funds, Recapitalizations, Cash Flow, Budgeting, Debt Restructuring, Corporate Development, Retail, Credit Analysis, M&A experience, Equities, Capital Structure, Fairness Opinions, High Yield, Workout, Project Finance, Securitization, Financial Advisory, Deal Structuring, Middle Market, Reorganization, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Accounting
Miami University (Ohio)
Bachelor of Science (B.Sc.), Finance and Accounting
Certified Public Accountant (Inactive)
State of Minnesota
Pierian Partners, LLC 2011 - Present
Piper Jaffray 2008 - 2010
Morgan Joseph & Co. 2007 - 2008
Gordian Group LLC 1997 - 2007
Bear Stearns 1993 - 1995
Lehman Brothers 1983 - 1993
Skills
Restructuring, Leveraged Finance, LBO, Private Equity, Due Diligence, Valuation, Venture Capital, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Debt, Financial Modeling, Business Valuation, Strategic Planning, Bankruptcy, Structured Finance, Special Situations, Loans, Real Estate, Business Planning, Credit, Accounting, Divestitures, Mezzanine, Business Strategy, Forecasting, Chapter 11, Hedge Funds, Recapitalizations, Cash Flow, Budgeting, Debt Restructuring, Corporate Development, Retail, Credit Analysis, M&A experience, Equities, Capital Structure, Fairness Opinions, High Yield, Workout, Project Finance, Securitization, Financial Advisory, Deal Structuring, Middle Market, Reorganization, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Accounting
Miami University (Ohio)
Bachelor of Science (B.Sc.), Finance and Accounting
Certified Public Accountant (Inactive)
State of Minnesota
David Iliff's Piper Jaffray Experience 2004 - 2008
Job Chief Financial Officer at Southern Acquisitions, LLC
Industry Facilities Services
Experience
Southern Acquisitions, LLC February 2013 - Present
Bregal Capital January 2011 - February 2013
Good Energies June 2008 - January 2011
Piper Jaffray 2004 - 2008
Education
The University of Kansas 1999 — 2004
Double Major in Business Administration and Accounting, Finance
Southern Acquisitions, LLC February 2013 - Present
Bregal Capital January 2011 - February 2013
Good Energies June 2008 - January 2011
Piper Jaffray 2004 - 2008
Education
The University of Kansas 1999 — 2004
Double Major in Business Administration and Accounting, Finance
Matthew Banks's Piper Jaffray Experience July 2013 - Present
Job Managing Director, National Sales Manager Fixed Income Services at Piper Jaffray
Industry Capital Markets
Experience
Piper Jaffray July 2013 - Present
The Children's Theatre Company October 2013 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) June 2011 - July 2013
Incapital November 2010 - June 2011
Incapital January 2007 - November 2010
Seattle-Northwest Securities Corporation (Piper Jaffray) 2003 - 2006
Skills
Trading, Equities, Capital Markets, Investment Banking, Fixed Income, Sales Management, Bonds, Bloomberg, Credit Derivatives, Financial Markets, Portfolio Management, Credit, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Structured Products
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations in Finance, Strategy, Managerial & Organizational Behavior, and Accounting
Washington State University - College of Business and Economics 1995 — 1997
Bachelor of Arts, Business Administration
University of Idaho 1993 — 1995
Piper Jaffray July 2013 - Present
The Children's Theatre Company October 2013 - Present
Seattle-Northwest Securities Corporation (Piper Jaffray) June 2011 - July 2013
Incapital November 2010 - June 2011
Incapital January 2007 - November 2010
Seattle-Northwest Securities Corporation (Piper Jaffray) 2003 - 2006
Skills
Trading, Equities, Capital Markets, Investment Banking, Fixed Income, Sales Management, Bonds, Bloomberg, Credit Derivatives, Financial Markets, Portfolio Management, Credit, Investments, Securities, Hedge Funds, Mergers & Acquisitions, Emerging Markets, Alternative Investments, Asset Management, Structured Products
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Concentrations in Finance, Strategy, Managerial & Organizational Behavior, and Accounting
Washington State University - College of Business and Economics 1995 — 1997
Bachelor of Arts, Business Administration
University of Idaho 1993 — 1995
Christine Ahmann-Maples's Piper Jaffray Experience 1999 - 2006
Job Operational Risk Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo - Wealth, Brokerage & Retirement - Shares Services September 2014 - Present
Wells Fargo - Enterprise Risk Capital Planning and Analytics Team January 2011 - September 2014
Wells Fargo Advisors August 2009 - January 2011
Wells Fargo Institutional Brokerage & Sales August 2006 - August 2009
Piper Jaffray 1999 - 2006
USBancorp Investments 1997 - 1999
Schwab Institutional 1995 - 1997
Skills
Operational Risk, Risk Management, Financial Services, Financial Risk, Enterprise Risk..., Leadership, Securities, Vendor Management, Capital Markets, Operational Risk..., Banking
Education
PRAHS
The University of North Dakota
Wells Fargo - Wealth, Brokerage & Retirement - Shares Services September 2014 - Present
Wells Fargo - Enterprise Risk Capital Planning and Analytics Team January 2011 - September 2014
Wells Fargo Advisors August 2009 - January 2011
Wells Fargo Institutional Brokerage & Sales August 2006 - August 2009
Piper Jaffray 1999 - 2006
USBancorp Investments 1997 - 1999
Schwab Institutional 1995 - 1997
Skills
Operational Risk, Risk Management, Financial Services, Financial Risk, Enterprise Risk..., Leadership, Securities, Vendor Management, Capital Markets, Operational Risk..., Banking
Education
PRAHS
The University of North Dakota
DeAnn Thompson's Piper Jaffray Experience January 1985 - September 2003
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones September 2003 - Present
Piper Jaffray January 1985 - September 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, 401k Rollovers, Insurance, Loans, Strategic Planning, Estate Considerations, Portfolio Strategies, Asset Strategies
Education
Trinity International University 1979 — 1983
BA
Trinity International University
Bachelor's degree
Edward Jones September 2003 - Present
Piper Jaffray January 1985 - September 2003
Skills
Retirement Planning, Series 7, Investments, Retirement, 401k Rollovers, Insurance, Loans, Strategic Planning, Estate Considerations, Portfolio Strategies, Asset Strategies
Education
Trinity International University 1979 — 1983
BA
Trinity International University
Bachelor's degree
Jon Kreidler's Piper Jaffray Experience July 2005 - May 2008
Job Chief Manager at Tattersall Distilling Company
Industry Financial Services
Experience
Tattersall Distilling Company October 2014 - Present
Waterstone Capital Management May 2008 - October 2014
Piper Jaffray July 2005 - May 2008
The Northern Trust Company 2001 - 2005
Skills
Hedge Funds, Valuation, Fixed Income, Securities, Asset Management, Derivatives, Equities, Options, Due Diligence, Financial Modeling, Portfolio Management, Trading, Bloomberg, Alternative Investments
Education
The University of Chicago 2003 — 2005
MBA, Accounting, Finance and Entrepreneurial Studies
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of Michigan 1997 — 2001
BA, Economics
Tattersall Distilling Company October 2014 - Present
Waterstone Capital Management May 2008 - October 2014
Piper Jaffray July 2005 - May 2008
The Northern Trust Company 2001 - 2005
Skills
Hedge Funds, Valuation, Fixed Income, Securities, Asset Management, Derivatives, Equities, Options, Due Diligence, Financial Modeling, Portfolio Management, Trading, Bloomberg, Alternative Investments
Education
The University of Chicago 2003 — 2005
MBA, Accounting, Finance and Entrepreneurial Studies
The University of Chicago Booth School of Business 2003 — 2005
MBA
University of Michigan 1997 — 2001
BA, Economics
Donnacha O'Sullivan's Piper Jaffray Experience June 2010 - July 2012
Job Private Equity Associate at Baird Capital Partners
Industry Investment Banking
Experience
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Baird Capital July 2012 - July 2015
Piper Jaffray June 2010 - July 2012
Duff & Phelps July 2009 - June 2010
HSBC May 2008 - August 2008
Ameriprise Financial November 2007 - May 2008
Skills
DCF Valuation, Valuation, Business Strategy, Investment Banking, Corporate Finance, LBO, Private Equity, M, Venture Capital, Due Diligence, DCF, Business Valuation, Mergers, Financial Modeling, Bloomberg, Capital Markets
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
University of Illinois at Urbana-Champaign - College of Business 2005 — 2009
BS, Finance
Adam Dawson's Piper Jaffray Experience July 2010 - June 2012
Job Associate at Mousse Partners
Industry Venture Capital & Private Equity
Experience
Mousse Partners Limited April 2015 - Present
StepStone Group July 2012 - March 2015
Piper Jaffray July 2010 - June 2012
LegiTime Technologies May 2009 - November 2009
Gentle Giant Moving Co. June 2008 - August 2008
Skills
Financial Modeling, Private Equity, Research, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Bloomberg, Economics
Education
Trinity College-Hartford 2007 — 2010
Bachelor of Arts (B.A.), Economics
Mousse Partners Limited April 2015 - Present
StepStone Group July 2012 - March 2015
Piper Jaffray July 2010 - June 2012
LegiTime Technologies May 2009 - November 2009
Gentle Giant Moving Co. June 2008 - August 2008
Skills
Financial Modeling, Private Equity, Research, Investments, Microsoft Excel, Microsoft Office, PowerPoint, Corporate Finance, Financial Analysis, Microsoft Word, Valuation, Investment Banking, Bloomberg, Economics
Education
Trinity College-Hartford 2007 — 2010
Bachelor of Arts (B.A.), Economics
Adam Kroll's Piper Jaffray Experience 2005 - 2007
Job Executive Director Diversified Industries at JPMorgan Securities
Industry Investment Banking
Experience
JP Morgan 2007 - Present
Piper Jaffray 2005 - 2007
Aragorn Capital 2005 - 2005
LaSalle Bank 1997 - 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Equities, Banking, Fixed Income, Investments, Credit Analysis, Credit, Leveraged Finance, LBO, Financial Structuring, Loans, Series 7, Commercial Banking, M&A experience, Bloomberg, Structured Finance, Business Strategy, Credit Risk, Finance, Restructuring, Bonds, Treasury Management, Strategy, Financial Markets, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Management, Strategic Planning, Corporate Development, Securities, Risk Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Strategy & Entreprenuership
University of Wisconsin-Madison - School of Business
BBA, Accounting and International Business
JP Morgan 2007 - Present
Piper Jaffray 2005 - 2007
Aragorn Capital 2005 - 2005
LaSalle Bank 1997 - 2005
Skills
Investment Banking, Capital Markets, Financial Modeling, Valuation, Private Equity, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Equities, Banking, Fixed Income, Investments, Credit Analysis, Credit, Leveraged Finance, LBO, Financial Structuring, Loans, Series 7, Commercial Banking, M&A experience, Bloomberg, Structured Finance, Business Strategy, Credit Risk, Finance, Restructuring, Bonds, Treasury Management, Strategy, Financial Markets, Commercial Lending, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Management, Strategic Planning, Corporate Development, Securities, Risk Management
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Strategy & Entreprenuership
University of Wisconsin-Madison - School of Business
BBA, Accounting and International Business
Alex Fuhrman, CFA, CMT's Piper Jaffray Experience May 2010 - September 2013
Job Senior Research Analyst at CraigHallum Capital Group
Industry Capital Markets
Experience
Craig-Hallum Capital Group November 2013 - Present
Piper Jaffray May 2010 - September 2013
Raymond James June 2008 - May 2010
Skills
Equity Research, Industry Analysis, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance
Craig-Hallum Capital Group November 2013 - Present
Piper Jaffray May 2010 - September 2013
Raymond James June 2008 - May 2010
Skills
Equity Research, Industry Analysis, Valuation, Equities
Education
Tulane University - A.B. Freeman School of Business 2006 — 2008
MBA, Finance
chip symington's Piper Jaffray Experience November 1997 - Present
Job managing director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray November 1997 - Present
Skills
Series 7, Series 63, Capital Markets, Asset Management, Portfolio Management, Securities, Options, Mutual Funds, Hedge Funds, Trading, Asset Allocation, Alternative Investments, Equities, Bloomberg, Investments, Fixed Income
Education
Union College 1978 — 1982
ba, political science
Piper Jaffray November 1997 - Present
Skills
Series 7, Series 63, Capital Markets, Asset Management, Portfolio Management, Securities, Options, Mutual Funds, Hedge Funds, Trading, Asset Allocation, Alternative Investments, Equities, Bloomberg, Investments, Fixed Income
Education
Union College 1978 — 1982
ba, political science
Chace Johnson's Piper Jaffray Experience April 2010 - Present
Job Reconciliation Specialist at Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray April 2010 - Present
NorthMarq May 2009 - September 2009
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison
Bachelors of Science, Economics
Piper Jaffray April 2010 - Present
NorthMarq May 2009 - September 2009
Education
The University of Chicago Booth School of Business
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison
Bachelors of Science, Economics
Christopher Doran's Piper Jaffray Experience 2011 - Present
Job Institutional Equity Sales at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray 2011 - Present
State Street Global Advisors August 2010 - August 2011
Fiduciary Investment Advisors LLC January 2009 - May 2009
Skills
Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Political Science
Piper Jaffray 2011 - Present
State Street Global Advisors August 2010 - August 2011
Fiduciary Investment Advisors LLC January 2009 - May 2009
Skills
Equities
Education
Trinity College-Hartford 2006 — 2010
BA, Political Science
Keri Trolson's Piper Jaffray Experience November 2001 - June 2008
Job AVP of Central Bank Services at Federal Reserve Bank of Chicago
Industry Banking
Experience
Federal Reserve Bank of Chicago February 2014 - Present
Federal Reserve Bank of Chicago March 2013 - February 2014
Federal Reserve Bank of Chicago May 2010 - March 2013
First National Investment Banking June 2008 - May 2010
Piper Jaffray November 2001 - June 2008
Griffin, Kubik, Stephens & Thompson June 1998 - November 2001
Skills
Fixed Income, Investments, Financial Analysis, Bonds, Credit Analysis, Capital Markets, Loans, Credit, Banking, Bloomberg, Financial Modeling, Finance
Education
The University of Chicago 1997 — 1999
MPP, Public Policy
The George Washington University 1991 — 1995
BA
Federal Reserve Bank of Chicago February 2014 - Present
Federal Reserve Bank of Chicago March 2013 - February 2014
Federal Reserve Bank of Chicago May 2010 - March 2013
First National Investment Banking June 2008 - May 2010
Piper Jaffray November 2001 - June 2008
Griffin, Kubik, Stephens & Thompson June 1998 - November 2001
Skills
Fixed Income, Investments, Financial Analysis, Bonds, Credit Analysis, Capital Markets, Loans, Credit, Banking, Bloomberg, Financial Modeling, Finance
Education
The University of Chicago 1997 — 1999
MPP, Public Policy
The George Washington University 1991 — 1995
BA
Meghan Altman's Piper Jaffray Experience June 2012 - March 2015
Job Analyst at Hudson Advisors
Industry Real Estate
Experience
Hudson Advisors, LLC March 2015 - Present
Piper Jaffray June 2012 - March 2015
Wells Nelson & Associates February 2012 - June 2012
Piper Jaffray June 2011 - December 2011
Phillips Brooks House Association Inc. June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Municipal Bonds, Bloomberg Terminal, FINRA, Bonds, Fixed Income, Bloomberg, Financial Analysis, Finance, Valuation, Investments, Capital Markets, Economics, Due Diligence, PowerPoint, Microsoft Excel
Education
The University of Texas at Austin 2007 — 2011
Economics/Business
Hudson Advisors, LLC March 2015 - Present
Piper Jaffray June 2012 - March 2015
Wells Nelson & Associates February 2012 - June 2012
Piper Jaffray June 2011 - December 2011
Phillips Brooks House Association Inc. June 2010 - August 2010
Skills
Financial Modeling, Investment Banking, Municipal Bonds, Bloomberg Terminal, FINRA, Bonds, Fixed Income, Bloomberg, Financial Analysis, Finance, Valuation, Investments, Capital Markets, Economics, Due Diligence, PowerPoint, Microsoft Excel
Education
The University of Texas at Austin 2007 — 2011
Economics/Business
Ross Widmoyer's Piper Jaffray Experience August 2000 - August 2005
Job Vice President of Retail Stores at Allen Edmonds
Industry Retail
Experience
Allen Edmonds January 2015 - Present
Allen Edmonds February 2014 - January 2015
Target August 2007 - January 2014
Piper Jaffray August 2000 - August 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
University of Wisconsin-Madison 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Allen Edmonds January 2015 - Present
Allen Edmonds February 2014 - January 2015
Target August 2007 - January 2014
Piper Jaffray August 2000 - August 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
MBA
University of Wisconsin-Madison 1996 — 2000
Bachelor of Science (B.S.), Political Science and Government
Ashley Alonso's Piper Jaffray Experience June 2015 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray June 2015 - Present
Piper Jaffray June 2014 - August 2014
Peace Corps November 2012 - May 2013
Hampshire Farms May 2012 - July 2012
For Love of Children October 2011 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Social Networking, Customer Service, Facebook, Public Speaking, Leadership, Teamwork, Spanish, Time Management
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & International Business, Alumna
Universidad Torcuato di Tella 2013 — 2013
International Business
Eden Prairie High School 2007 — 2011
Piper Jaffray June 2015 - Present
Piper Jaffray June 2014 - August 2014
Peace Corps November 2012 - May 2013
Hampshire Farms May 2012 - July 2012
For Love of Children October 2011 - May 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Social Networking, Customer Service, Facebook, Public Speaking, Leadership, Teamwork, Spanish, Time Management
Education
The George Washington University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance & International Business, Alumna
Universidad Torcuato di Tella 2013 — 2013
International Business
Eden Prairie High School 2007 — 2011
Sunil Chhaya's Piper Jaffray Experience July 2012 - July 2014
Job Associate at Tenaya Capital
Industry Financial Services
Experience
Tenaya Capital August 2014 - Present
Piper Jaffray July 2012 - July 2014
Swiss Re June 2011 - August 2011
Trinity College - Hartford January 2010 - May 2010
Trinity College - Hartford September 2009 - December 2009
Skills
Bloomberg, Capital IQ, Financial Modeling, Investment Banking, Valuation, Economics, Microsoft Excel
Education
London School of Economics and Political Science
Economics
Trinity College-Hartford
Bachelor of Science, Economics
Tenaya Capital August 2014 - Present
Piper Jaffray July 2012 - July 2014
Swiss Re June 2011 - August 2011
Trinity College - Hartford January 2010 - May 2010
Trinity College - Hartford September 2009 - December 2009
Skills
Bloomberg, Capital IQ, Financial Modeling, Investment Banking, Valuation, Economics, Microsoft Excel
Education
London School of Economics and Political Science
Economics
Trinity College-Hartford
Bachelor of Science, Economics
Michael Riebeling's Piper Jaffray Experience July 2012 - Present
Job Analyst at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray July 2012 - Present
Public Financial Management, Inc. June 2011 - July 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Public Finance, Valuation, Bloomberg, Fixed Income, Capital Markets, Equities, Investments, Corporate Finance
Education
Tulane University 2006 — 2010
A.B., Economics
Piper Jaffray July 2012 - Present
Public Financial Management, Inc. June 2011 - July 2012
Skills
Financial Modeling, Investment Banking, Financial Analysis, Public Finance, Valuation, Bloomberg, Fixed Income, Capital Markets, Equities, Investments, Corporate Finance
Education
Tulane University 2006 — 2010
A.B., Economics
David Endo's Piper Jaffray Experience June 2008 - July 2010
Job Associate at Carl Marks
Industry Investment Banking
Experience
Carl Marks June 2011 - Present
Piper Jaffray June 2008 - July 2010
Piper Jaffray June 2007 - August 2007
Landmark Partners June 2006 - August 2006
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Science (B.S.), Economics
Montclair Kimberley Academy 2001 — 2004
Carl Marks June 2011 - Present
Piper Jaffray June 2008 - July 2010
Piper Jaffray June 2007 - August 2007
Landmark Partners June 2006 - August 2006
Education
Trinity College-Hartford 2004 — 2008
Bachelor of Science (B.S.), Economics
Montclair Kimberley Academy 2001 — 2004
Loretta Karnes's Piper Jaffray Experience April 2000 - October 2001
Job Implementation Consultant at Wells Fargo Shareowner Services
Industry Financial Services
Experience
Wells Fargo Shareowner Services August 2010 - Present
Wells Fargo Investments, LLC August 2008 - August 2010
Wells Fargo Investments, LLC March 2005 - August 2008
Prodigy Asset Management, LLC June 2003 - February 2005
Wells Fargo Investments, LLC October 2001 - April 2003
Piper Jaffray April 2000 - October 2001
Skills
Series 7, Series 6, Series 9/10, Series 24
Education
The University of North Dakota 1993 — 1998
BA, Psychology
Wells Fargo Shareowner Services August 2010 - Present
Wells Fargo Investments, LLC August 2008 - August 2010
Wells Fargo Investments, LLC March 2005 - August 2008
Prodigy Asset Management, LLC June 2003 - February 2005
Wells Fargo Investments, LLC October 2001 - April 2003
Piper Jaffray April 2000 - October 2001
Skills
Series 7, Series 6, Series 9/10, Series 24
Education
The University of North Dakota 1993 — 1998
BA, Psychology
Alec Leavitt's Piper Jaffray Experience June 2014 - Present
Job Investment Banking Analyst at Piper Jaffray
Industry
Experience
Piper Jaffray June 2014 - Present
Goldman Sachs June 2013 - August 2013
New York City Economic Development Corporation July 2012 - August 2012
Education
Trinity College-Hartford 2010 — 2014
Economics, 2014
Piper Jaffray June 2014 - Present
Goldman Sachs June 2013 - August 2013
New York City Economic Development Corporation July 2012 - August 2012
Education
Trinity College-Hartford 2010 — 2014
Economics, 2014
Christian Lawrence's Piper Jaffray Experience June 2014 - July 2014
Job Summer Analyst (Private Equity) at Audax Group
Industry Venture Capital & Private Equity
Experience
Audax Group June 2015 - Present
Piper Jaffray June 2014 - July 2014
Medtronic May 2013 - August 2013
Medtronic June 2012 - August 2012
Piper Jaffray May 2012 - May 2012
Medtronic June 2011 - August 2011
Skills
Mergers & Acquisitions, Corporate Development, Microeconomics, Venture Capital, Marketing, Valuation, Cross-functional Team..., Divestitures, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Microsoft Office, Social Media, Finance, Due Diligence
Education
Yale University 2012 — 2016
Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
LSE Summer Program, Economics
Breck School 2011 — 2012
The Lawrenceville School 2008 — 2011
Audax Group June 2015 - Present
Piper Jaffray June 2014 - July 2014
Medtronic May 2013 - August 2013
Medtronic June 2012 - August 2012
Piper Jaffray May 2012 - May 2012
Medtronic June 2011 - August 2011
Skills
Mergers & Acquisitions, Corporate Development, Microeconomics, Venture Capital, Marketing, Valuation, Cross-functional Team..., Divestitures, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Research, Microsoft Office, Social Media, Finance, Due Diligence
Education
Yale University 2012 — 2016
Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
LSE Summer Program, Economics
Breck School 2011 — 2012
The Lawrenceville School 2008 — 2011
Dominic Trader's Piper Jaffray Experience June 2002 - December 2010
Job Vice President at U.S. Bank
Industry Banking
Experience
U.S. Bank May 2011 - Present
Piper Jaffray June 2002 - December 2010
Goldman Sachs 1997 - 2000
Skills
Capital Markets, Investment Banking, Investments, Portfolio Management, Private Equity, Valuation, Equities, Financial Modeling, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Series 7, Financial Analysis, Due Diligence, Mergers, Credit, Management, Venture Capital, Finance, Corporate Finance
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
United States Military Academy at West Point 1986 — 1990
B.S., Engineering
U.S. Bank May 2011 - Present
Piper Jaffray June 2002 - December 2010
Goldman Sachs 1997 - 2000
Skills
Capital Markets, Investment Banking, Investments, Portfolio Management, Private Equity, Valuation, Equities, Financial Modeling, Fixed Income, Asset Management, Alternative Investments, Hedge Funds, Series 7, Financial Analysis, Due Diligence, Mergers, Credit, Management, Venture Capital, Finance, Corporate Finance
Education
Wharton School, University of Pennsylvania 1995 — 1997
MBA, Finance
United States Military Academy at West Point 1986 — 1990
B.S., Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS