US Bancorp Piper Jaffray
Industry: Capital market company
DescriptionHeadquarters: Minneapolis, MN Parent organization: Piper Jaffray Subsidiaries: Simmons & Company International,
US Bancorp Piper Jaffray List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at US Bancorp Piper Jaffray. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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US Bancorp Piper Jaffray Employees
Employee
Years
Job
Industry
Lourdes Tsukada Lourdes Tsukada's US Bancorp Piper Jaffray Experience March 2000 - January 2001
Job ● Events Coordinator ● Marketing Coordinator ● Customer Service ● Sales
Industry Information Technology and Services
Experience
Washington Technology Industry Association July 2015 - Present
Costco Wholesale May 2014 - July 2015
Opening Latino Doors ®, LLC May 2008 - July 2015
2010 Multicultural Biz Wiz™ Conference November 2009 - December 2010
Actelion September 2009 - December 2010
Seattle Mortgage & Flagstar Bank January 2001 - April 2008
US Bancorp Piper Jaffray March 2000 - January 2001
Rena Ware International, Inc. October 1987 - September 1998
Skills
Microsoft Office, Coordinating Events, Educational Seminars, Event Planning, Public Speaking, Project Management, Marketing Strategy, Marketing, Leadership Development, Training, Social Media, Seminars, Problem Solving, Non-profits, Writing, Spanish, Account Management, Leadership, QuickBooks, Event Management, Entrepreneurship, Management, Community Outreach, Business Development, Recruiting, Interviews, Staff Development, Social Media Marketing, Small Business, Facebook, Nonprofits, Fundraising, Organizational..., Strategy, Start-ups, Business Planning, Program Management, Business Strategy, Strategic Planning, Management Consulting, Time Management, Sales, Team Building, Coaching, Social Networking, Community Development, Selling, Executive Coaching, Public Relations, Editing
Education
Harvard University, John F. Kennedy School of Government
Effecting Change Through Public Policy and Management
Center for Creative Leadership
Leadership Training Assessment and Development
National Hispana Leadership Institute
Leadership Training Program
The University of Akron
Bachelor of Arts (B.A.), Major in Spanish
Washington Technology Industry Association July 2015 - Present
Costco Wholesale May 2014 - July 2015
Opening Latino Doors ®, LLC May 2008 - July 2015
2010 Multicultural Biz Wiz™ Conference November 2009 - December 2010
Actelion September 2009 - December 2010
Seattle Mortgage & Flagstar Bank January 2001 - April 2008
US Bancorp Piper Jaffray March 2000 - January 2001
Rena Ware International, Inc. October 1987 - September 1998
Skills
Microsoft Office, Coordinating Events, Educational Seminars, Event Planning, Public Speaking, Project Management, Marketing Strategy, Marketing, Leadership Development, Training, Social Media, Seminars, Problem Solving, Non-profits, Writing, Spanish, Account Management, Leadership, QuickBooks, Event Management, Entrepreneurship, Management, Community Outreach, Business Development, Recruiting, Interviews, Staff Development, Social Media Marketing, Small Business, Facebook, Nonprofits, Fundraising, Organizational..., Strategy, Start-ups, Business Planning, Program Management, Business Strategy, Strategic Planning, Management Consulting, Time Management, Sales, Team Building, Coaching, Social Networking, Community Development, Selling, Executive Coaching, Public Relations, Editing
Education
Harvard University, John F. Kennedy School of Government
Effecting Change Through Public Policy and Management
Center for Creative Leadership
Leadership Training Assessment and Development
National Hispana Leadership Institute
Leadership Training Program
The University of Akron
Bachelor of Arts (B.A.), Major in Spanish
Katie Dukart Katie Dukart's US Bancorp Piper Jaffray Experience 2000 - 2002
Job Marketing & Communications Strategist
Industry Public Relations and Communications
Experience
Dukart Residence June 2011 - Present
Eide Bailly Technology Consulting 2005 - May 2011
UpStream 2002 - 2005
US Bancorp Piper Jaffray 2000 - 2002
Skills
Marketing, Marketing Operations, Marketing Communications, Strategic Planning, Leadership, Social Media, Public Relations, Marketing Strategy, Business Development, Coaching, Corporate Communications, Leadership Development, Project Planning, Organizational..., Strategy, Nonprofits, Social Media Marketing
Education
University of Minnesota-Twin Cities 1996 — 2000
North Dakota State University 1996 — 1998
Dukart Residence June 2011 - Present
Eide Bailly Technology Consulting 2005 - May 2011
UpStream 2002 - 2005
US Bancorp Piper Jaffray 2000 - 2002
Skills
Marketing, Marketing Operations, Marketing Communications, Strategic Planning, Leadership, Social Media, Public Relations, Marketing Strategy, Business Development, Coaching, Corporate Communications, Leadership Development, Project Planning, Organizational..., Strategy, Nonprofits, Social Media Marketing
Education
University of Minnesota-Twin Cities 1996 — 2000
North Dakota State University 1996 — 1998
Edward J. Fink Edward J. Fink's US Bancorp Piper Jaffray Experience June 1987 - July 1999
Job Vice President, Senior Financial Advisor at Integrity Wealth Advisors, Ltd.
Industry Financial Services
Experience
Integrity Wealth Advisors, Ltd. June 2009 - Present
Statehouse Investments, LLC May 2006 - June 2009
UBS - Paine Webber July 1999 - June 2006
US Bancorp - Piper Jaffray June 1987 - July 1999
Blunt, Ellis & Loew - Kemper Securities June 1984 - June 1987
Fink and Fink Law Firm 1971 - 1984
Skills
Financial Advisory, Insurance, Retirement Planning, Asset Allocation, Wealth Preservation..., Investments, 401k Rollovers, Mutual Funds, College Education..., Strategic Investment...
Education
Marquette University
Juris Doctoris Degree, Law
Syracuse University
Master of Science (M.S.), Television-Radio
St. Norbert College
Bachelor of Science (B.S.), Speech Communication
Integrity Wealth Advisors, Ltd. June 2009 - Present
Statehouse Investments, LLC May 2006 - June 2009
UBS - Paine Webber July 1999 - June 2006
US Bancorp - Piper Jaffray June 1987 - July 1999
Blunt, Ellis & Loew - Kemper Securities June 1984 - June 1987
Fink and Fink Law Firm 1971 - 1984
Skills
Financial Advisory, Insurance, Retirement Planning, Asset Allocation, Wealth Preservation..., Investments, 401k Rollovers, Mutual Funds, College Education..., Strategic Investment...
Education
Marquette University
Juris Doctoris Degree, Law
Syracuse University
Master of Science (M.S.), Television-Radio
St. Norbert College
Bachelor of Science (B.S.), Speech Communication
Adina Moe Adina Moe's US Bancorp Piper Jaffray Experience August 1999 - March 2001
Job Administrative Assistant at Paramount Granite Company
Industry Building Materials
Experience
Paramount Granite Company October 2014 - Present
US Bancorp Piper Jaffray August 1999 - March 2001
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, English, Social Media, Outlook, Teamwork, QuickBooks, Team Building
Education
Normandale Community College
Associate of Arts (A.A.), General Studies
Paramount Granite Company October 2014 - Present
US Bancorp Piper Jaffray August 1999 - March 2001
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Research, English, Social Media, Outlook, Teamwork, QuickBooks, Team Building
Education
Normandale Community College
Associate of Arts (A.A.), General Studies
David R. Koenig David R. Koenig's US Bancorp Piper Jaffray Experience 1999 - December 2002
Job Founding Principal, The Governance Fund; Author, Governance Reimagined: Organizational Design, Risk, and Value Creation
Industry Investment Management
Experience
The Governance Fund January 2009 - Present
The Directors and Chief Risk Officers group (The DCRO) October 2008 - Present
Journal of Risk Management in Financial Institutions October 2007 - Present
PRMIA - Professional Risk Managers' International Association January 2011 - December 2012
Governance Reimagined: Organizational Design, Risk, and Value Creation August 2009 - November 2011
ArtOrg August 2008 - 2011
The PRMIA Institute July 2005 - September 2007
PRMIA - Professional Risk Managers' International Association October 2002 - September 2007
PRMIA - Professional Risk Managers' International Association June 2002 - October 2005
US Bancorp Piper Jaffray 1999 - December 2002
Skills
Corporate Governance, Risk Management, Asset Management, Compensation Systems, Financial Markets, Capital Markets, Derivatives, Fixed Income, Equities, Hedge Funds, Options, Enterprise Risk..., Governance, Portfolio Management, Risk Assessment, Investments, Strategic Planning, Business Planning, Economics, Market Risk, Organizational..., ALM, Financial Risk, Board Governance, Asset Managment, Strategy, Remuneration, Investment Banking, Corporate Finance, Credit Risk, Asset Allocation, Valuation, Finance, Venture Capital, Private Equity, Financial Modeling, Mergers & Acquisitions, Due Diligence, Structured Finance, Securities, Banking, Investment Strategies, Mutual Funds, Trading, Emerging Markets, Investment Management, Start-ups, Alternative Investments, Financial Services, Funding
Education
Northwestern University 1984 — 1985
MA, Economics
Miami University 1980 — 1984
BA, Math, Economics with Certificate in Statistics
The Governance Fund January 2009 - Present
The Directors and Chief Risk Officers group (The DCRO) October 2008 - Present
Journal of Risk Management in Financial Institutions October 2007 - Present
PRMIA - Professional Risk Managers' International Association January 2011 - December 2012
Governance Reimagined: Organizational Design, Risk, and Value Creation August 2009 - November 2011
ArtOrg August 2008 - 2011
The PRMIA Institute July 2005 - September 2007
PRMIA - Professional Risk Managers' International Association October 2002 - September 2007
PRMIA - Professional Risk Managers' International Association June 2002 - October 2005
US Bancorp Piper Jaffray 1999 - December 2002
Skills
Corporate Governance, Risk Management, Asset Management, Compensation Systems, Financial Markets, Capital Markets, Derivatives, Fixed Income, Equities, Hedge Funds, Options, Enterprise Risk..., Governance, Portfolio Management, Risk Assessment, Investments, Strategic Planning, Business Planning, Economics, Market Risk, Organizational..., ALM, Financial Risk, Board Governance, Asset Managment, Strategy, Remuneration, Investment Banking, Corporate Finance, Credit Risk, Asset Allocation, Valuation, Finance, Venture Capital, Private Equity, Financial Modeling, Mergers & Acquisitions, Due Diligence, Structured Finance, Securities, Banking, Investment Strategies, Mutual Funds, Trading, Emerging Markets, Investment Management, Start-ups, Alternative Investments, Financial Services, Funding
Education
Northwestern University 1984 — 1985
MA, Economics
Miami University 1980 — 1984
BA, Math, Economics with Certificate in Statistics
Karin Bergstrom Karin Bergstrom's US Bancorp Piper Jaffray Experience 1999 - 2000
Job Spiritual Director
Industry Religious Institutions
Experience
Central Middle School February 2015 - June 2015
Covenant Pines Bible Camp 2001 - 2001
U.S. Bancorp Piper Jaffray 1999 - 2000
FranklinCovey June 1998 - 2000
Covenant Bible College September 1996 - May 1998
Center for Student Missions June 1994 - August 1996
Skills
Volunteer Management, Public Speaking, Theology, Religion, Discipleship, Pastoral Care, Preaching, Biblical Studies, Community Outreach, Nonprofits, Fundraising, Organization &..., Research, Teaching, Computer Proficiency, PowerPoint, Microsoft Word, Youth Ministry, Microsoft Excel, Event Planning, Spiritual Direction
Education
North Park University 2011 — 2016
Spiritual Direction, Covenant Orientation
Luther Seminary 2010 — 2013
Master of Arts (M.A.), Community and Congregational Care
University of Minnesota-Twin Cities 2000 — 2002
M.A. Studies, Educational Policy and Administration
North Park University
B.A., Sociology
Covenant Bible College 1990 — 1991
Certificate, Biblical Studies
Central Middle School February 2015 - June 2015
Covenant Pines Bible Camp 2001 - 2001
U.S. Bancorp Piper Jaffray 1999 - 2000
FranklinCovey June 1998 - 2000
Covenant Bible College September 1996 - May 1998
Center for Student Missions June 1994 - August 1996
Skills
Volunteer Management, Public Speaking, Theology, Religion, Discipleship, Pastoral Care, Preaching, Biblical Studies, Community Outreach, Nonprofits, Fundraising, Organization &..., Research, Teaching, Computer Proficiency, PowerPoint, Microsoft Word, Youth Ministry, Microsoft Excel, Event Planning, Spiritual Direction
Education
North Park University 2011 — 2016
Spiritual Direction, Covenant Orientation
Luther Seminary 2010 — 2013
Master of Arts (M.A.), Community and Congregational Care
University of Minnesota-Twin Cities 2000 — 2002
M.A. Studies, Educational Policy and Administration
North Park University
B.A., Sociology
Covenant Bible College 1990 — 1991
Certificate, Biblical Studies
Bradley Van Vechten, CIMA® CFP® CLU®, ChFC® Bradley Van Vechten, CIMA® CFP® CLU®, ChFC®'s US Bancorp Piper Jaffray Experience January 1999 - January 2001
Job Independent, Fee Only, Certified Financial Planner® at Private Wealth Management Solutions, LLC
Industry Financial Services
Experience
Private Wealth Management Solutions, LLC July 2013 - Present
Charles Schwab September 2011 - March 2013
Bradley Van Vechten, CFP September 2001 - August 2011
Bradley Van Vechten, CFP, RIA January 2001 - January 2011
US Bancorp Piper Jaffray January 1999 - January 2001
Union Bank of California Investment Services January 1997 - January 1999
Skills
CFP®, CIMA, ChFC, Registered Investment..., Strategic Financial..., Investments, Investment Strategies, Certified Financial..., Securities, Investment Management, RIA, Financial Advisory, Financial Services, Finance
Education
University of California, Berkeley
Certificate, Personal Financial Planning
San Jose State University
B.S, Business Administration (Management)
Private Wealth Management Solutions, LLC July 2013 - Present
Charles Schwab September 2011 - March 2013
Bradley Van Vechten, CFP September 2001 - August 2011
Bradley Van Vechten, CFP, RIA January 2001 - January 2011
US Bancorp Piper Jaffray January 1999 - January 2001
Union Bank of California Investment Services January 1997 - January 1999
Skills
CFP®, CIMA, ChFC, Registered Investment..., Strategic Financial..., Investments, Investment Strategies, Certified Financial..., Securities, Investment Management, RIA, Financial Advisory, Financial Services, Finance
Education
University of California, Berkeley
Certificate, Personal Financial Planning
San Jose State University
B.S, Business Administration (Management)
Sheri Johnson's US Bancorp Piper Jaffray Experience June 1999 - March 2001
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo Shareowner Services May 2010 - March 2013
Wells Fargo Investments, LLC October 2008 - May 2010
Wells Fargo Investments, LLC June 2002 - October 2008
Wells Fargo Investments, LLC March 2001 - June 2002
US Bancorp Piper Jaffray June 1999 - March 2001
Skills
Financial Services, Investments, Series 7, Banking, FINRA, Microsoft Excel, Equities, Financial Analysis, Risk Management, Securities
Education
Century College
Associate of Arts
Wells Fargo Shareowner Services May 2010 - March 2013
Wells Fargo Investments, LLC October 2008 - May 2010
Wells Fargo Investments, LLC June 2002 - October 2008
Wells Fargo Investments, LLC March 2001 - June 2002
US Bancorp Piper Jaffray June 1999 - March 2001
Skills
Financial Services, Investments, Series 7, Banking, FINRA, Microsoft Excel, Equities, Financial Analysis, Risk Management, Securities
Education
Century College
Associate of Arts
Bryan Wilson's US Bancorp Piper Jaffray Experience January 1999 - November 1999
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
Erik Hellman Erik Hellman's US Bancorp Piper Jaffray Experience January 2000 - August 2004
Job Senior Financial Analyst, Corporate FP&A at Align Technology
Industry Internet
Experience
Align Technology July 2015 - Present
Centrify Corporation April 2015 - May 2015
Sumo Logic December 2014 - March 2015
Zend Technologies June 2014 - November 2014
A10 Networks December 2012 - February 2014
Yahoo! March 2011 - June 2012
Yahoo! July 2005 - June 2012
U.S. Bancorp Piper Jaffray January 2000 - August 2004
Credit Suisse First Boston April 1999 - December 2000
Globalstar October 1993 - April 1999
Skills
Financial Modeling, Essbase, Financial Analysis, Strategic Partnerships, Revenue Forecasting, Financial Reporting, Contract Negotiation, Partner Management, Revenue Modeling, Revenue Analysis, Marketing Research, Strategic Financial..., Deal Execution, Contract Management, Hyperion Planning, Adaptive Planning, Salesforce.com, Forecasting, Analytics, Finance, Corporate Finance
Education
Santa Clara University 1994 — 1996
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1986 — 1991
Bachelor of Arts (B.A.), Business Economics
Align Technology July 2015 - Present
Centrify Corporation April 2015 - May 2015
Sumo Logic December 2014 - March 2015
Zend Technologies June 2014 - November 2014
A10 Networks December 2012 - February 2014
Yahoo! March 2011 - June 2012
Yahoo! July 2005 - June 2012
U.S. Bancorp Piper Jaffray January 2000 - August 2004
Credit Suisse First Boston April 1999 - December 2000
Globalstar October 1993 - April 1999
Skills
Financial Modeling, Essbase, Financial Analysis, Strategic Partnerships, Revenue Forecasting, Financial Reporting, Contract Negotiation, Partner Management, Revenue Modeling, Revenue Analysis, Marketing Research, Strategic Financial..., Deal Execution, Contract Management, Hyperion Planning, Adaptive Planning, Salesforce.com, Forecasting, Analytics, Finance, Corporate Finance
Education
Santa Clara University 1994 — 1996
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1986 — 1991
Bachelor of Arts (B.A.), Business Economics
Bill Koffler Bill Koffler's US Bancorp Piper Jaffray Experience August 1999 - October 2001
Job Health Care Executive Management
Industry Medical Practice
Experience
American Dental Partners November 2011 - March 2014
American Dental Partners April 2008 - October 2011
KeyBanc Capital Markets June 2004 - July 2007
US Bancorp Piper Jaffray August 1999 - October 2001
US Bancorp Piper Jaffray November 1997 - July 1999
Advanced Tissue Sciences, Inc. June 1996 - October 1997
Dean Witter Reynolds August 1989 - March 1994
Skills
Operations Management, Practice Management, Multi-Site Operations, Operating Budgets, Strategic Planning, Organizational..., Cross-functional Team..., Multi-site Team..., Financial Analysis, Team Building, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Contract Negotiation, Acquisition Integration, Forecasting, Capital Budgeting, Medical Practice..., Medical Practice..., Business Development, Corporate Finance, Start-ups, Investment Banking, Capital Raising, Private Placements, Private Equity, Venture Capital, Strategy, Mergers, Acquisitions, Healthcare, Healthcare Industry, Healthcare Management
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Virginia
B.S., Commerce
American Dental Partners November 2011 - March 2014
American Dental Partners April 2008 - October 2011
KeyBanc Capital Markets June 2004 - July 2007
US Bancorp Piper Jaffray August 1999 - October 2001
US Bancorp Piper Jaffray November 1997 - July 1999
Advanced Tissue Sciences, Inc. June 1996 - October 1997
Dean Witter Reynolds August 1989 - March 1994
Skills
Operations Management, Practice Management, Multi-Site Operations, Operating Budgets, Strategic Planning, Organizational..., Cross-functional Team..., Multi-site Team..., Financial Analysis, Team Building, Corporate Development, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Contract Negotiation, Acquisition Integration, Forecasting, Capital Budgeting, Medical Practice..., Medical Practice..., Business Development, Corporate Finance, Start-ups, Investment Banking, Capital Raising, Private Placements, Private Equity, Venture Capital, Strategy, Mergers, Acquisitions, Healthcare, Healthcare Industry, Healthcare Management
Education
Columbia University - Columbia Business School
MBA, Finance and Accounting
University of Virginia
B.S., Commerce
Christopher Honn Christopher Honn's US Bancorp Piper Jaffray Experience 1998 - February 2001
Job Real Estate Finance and New Business Development Professional
Industry Real Estate
Experience
Fannie Mae February 2003 - Present
Stephens, Inc. November 2001 - December 2002
US Bancorp Piper Jaffray 1998 - February 2001
First Chicago Capital Markets 1993 - 1998
American National Bank 1986 - 1993
Skills
Portfolio Management, Loans, Real Estate Economics, Due Diligence, Real Estate, Investments, CRM, New Business Development, Banking, Management, Executive Management, Finance, Asset Management, Mergers & Acquisitions, Financial Analysis, Start-ups, Structured Finance, Strategic Planning, Credit, Negotiation, Credit Analysis, Commercial Real Estate, Valuation, Financial Modeling, Acquisitions, Financial Structuring, Real Estate Finance, Seniors Housing Finance, Investment Banking, Business Relationship..., Mortgage Lending, Commercial Banking
Education
Illinois State University 1977 — 1981
Bachelor of Science, Business Administration
Benet Academy 1973 — 1977
Fannie Mae February 2003 - Present
Stephens, Inc. November 2001 - December 2002
US Bancorp Piper Jaffray 1998 - February 2001
First Chicago Capital Markets 1993 - 1998
American National Bank 1986 - 1993
Skills
Portfolio Management, Loans, Real Estate Economics, Due Diligence, Real Estate, Investments, CRM, New Business Development, Banking, Management, Executive Management, Finance, Asset Management, Mergers & Acquisitions, Financial Analysis, Start-ups, Structured Finance, Strategic Planning, Credit, Negotiation, Credit Analysis, Commercial Real Estate, Valuation, Financial Modeling, Acquisitions, Financial Structuring, Real Estate Finance, Seniors Housing Finance, Investment Banking, Business Relationship..., Mortgage Lending, Commercial Banking
Education
Illinois State University 1977 — 1981
Bachelor of Science, Business Administration
Benet Academy 1973 — 1977
Gene McGowan Gene McGowan's US Bancorp Piper Jaffray Experience February 1997 - April 2001
Job I set the vision and strategy for a $50 million company as Founder and CEO, McGowan Capital Group
Industry Investment Banking
Experience
McGowan Capital Group 2004 - Present
McGowan Capital Group January 2004 - Present
Bluestem Capital Company 2002 - 2004
US Bancorp Piper Jaffray February 1997 - April 2001
Skills
Venture Capital, Strategic Planning, Mergers, Start-ups, Entrepreneurship, Leadership, Management, Business Development, Small Business, Business Strategy, Public Relations, Business Planning, Public Speaking, Marketing, Private Equity, New Business Development, Investments, Change Management, Mergers & Acquisitions, Management Consulting, Strategic Partnerships, Due Diligence, Executive Management, Corporate Development, Contract Negotiation, Strategy, Financial Analysis, Angel Investing, Portfolio Management, International Business, Restructuring, Financial Modeling, Finance, Corporate Finance, Competitive Analysis, Asset Management, Valuation, IPO, Start-up Ventures, Early-stage Startups, Business Brokerage
Education
South Dakota State University
Bachelor of Arts (B.A.), Entrepreneurship and Music
University of St Thomas 1954 — 1955
Business Administration
McGowan Capital Group 2004 - Present
McGowan Capital Group January 2004 - Present
Bluestem Capital Company 2002 - 2004
US Bancorp Piper Jaffray February 1997 - April 2001
Skills
Venture Capital, Strategic Planning, Mergers, Start-ups, Entrepreneurship, Leadership, Management, Business Development, Small Business, Business Strategy, Public Relations, Business Planning, Public Speaking, Marketing, Private Equity, New Business Development, Investments, Change Management, Mergers & Acquisitions, Management Consulting, Strategic Partnerships, Due Diligence, Executive Management, Corporate Development, Contract Negotiation, Strategy, Financial Analysis, Angel Investing, Portfolio Management, International Business, Restructuring, Financial Modeling, Finance, Corporate Finance, Competitive Analysis, Asset Management, Valuation, IPO, Start-up Ventures, Early-stage Startups, Business Brokerage
Education
South Dakota State University
Bachelor of Arts (B.A.), Entrepreneurship and Music
University of St Thomas 1954 — 1955
Business Administration
Richard Wilhelmi, CFP® Richard Wilhelmi, CFP®'s US Bancorp Piper Jaffray Experience 1998 - 2004
Job Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2006 - Present
Piper Jaffray & Company 2004 - 2006
U.S. Bancorp Piper Jaffray 1998 - 2004
Education
University of Oregon 1973 — 1977
B.S., Geography
Beaverton High School
Wells Fargo Advisors, LLC 2006 - Present
Piper Jaffray & Company 2004 - 2006
U.S. Bancorp Piper Jaffray 1998 - 2004
Education
University of Oregon 1973 — 1977
B.S., Geography
Beaverton High School
Scott Forsyth, CFP® Scott Forsyth, CFP®'s US Bancorp Piper Jaffray Experience April 1997 - June 2002
Job Financial Planner, Wealth Manager
Industry Financial Services
Experience
G5 Financial Group April 2008 - Present
Royal Alliance Associates INC July 2002 - April 2008
US Bancorp Piper Jaffray April 1997 - June 2002
Morgan Stanley Dean Witter April 1996 - April 1997
Skills
Comprehensive Wealth..., Proactive Asset..., Pre and Post Retirement..., Certified Financial..., Wealth Management..., Strategic Financial..., Wealth Management, Investments
Education
University of Colorado Boulder 1987 — 1991
G5 Financial Group April 2008 - Present
Royal Alliance Associates INC July 2002 - April 2008
US Bancorp Piper Jaffray April 1997 - June 2002
Morgan Stanley Dean Witter April 1996 - April 1997
Skills
Comprehensive Wealth..., Proactive Asset..., Pre and Post Retirement..., Certified Financial..., Wealth Management..., Strategic Financial..., Wealth Management, Investments
Education
University of Colorado Boulder 1987 — 1991
Cheryl Keeley's US Bancorp Piper Jaffray Experience 1994 - 2003
Job Office Administrator at Express Locations
Industry Wireless
Experience
Express Locations 2008 - Present
Jones & Jones Funeral Home 2004 - 2007
US Bancorp Piper Jaffray 1994 - 2003
Skills
Teamwork, Team Leadership, Troubleshooting, Office Skills, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Office Administration, Team Building
Education
University of Phoenix 2008 — 2010
Associate of Arts (AA), Accounting
Spokane Community College1985 1985 — 1986
Wenatchee High School 1981 — 1985
Diploma, Business
Express Locations 2008 - Present
Jones & Jones Funeral Home 2004 - 2007
US Bancorp Piper Jaffray 1994 - 2003
Skills
Teamwork, Team Leadership, Troubleshooting, Office Skills, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Microsoft Office, Outlook, Office Administration, Team Building
Education
University of Phoenix 2008 — 2010
Associate of Arts (AA), Accounting
Spokane Community College1985 1985 — 1986
Wenatchee High School 1981 — 1985
Diploma, Business
Eileen Chanen's US Bancorp Piper Jaffray Experience January 1998 - January 2000
Job Managing Editor at Whitebox Advisors LLC
Industry Public Relations and Communications
Experience
Whitebox Advisors LLC November 2013 - Present
Thrivent Financial October 2010 - November 2013
Thrivent Financial July 2008 - October 2010
Thrivent Financial February 2004 - July 2008
U.S. Bank January 2000 - December 2002
U.S. Bancorp Piper Jaffray January 1998 - January 2000
Piper Jaffray May 1996 - January 1998
Education
Oklahoma State University
Bachelor of Science (B.S.), Journalism
Whitebox Advisors LLC November 2013 - Present
Thrivent Financial October 2010 - November 2013
Thrivent Financial July 2008 - October 2010
Thrivent Financial February 2004 - July 2008
U.S. Bank January 2000 - December 2002
U.S. Bancorp Piper Jaffray January 1998 - January 2000
Piper Jaffray May 1996 - January 1998
Education
Oklahoma State University
Bachelor of Science (B.S.), Journalism
Jeff Thiesen Jeff Thiesen's US Bancorp Piper Jaffray Experience January 2000 - August 2003
Job LPL Registered Representative at LPL Financial
Industry Financial Services
Experience
Thiesen Dueker Financial Consulting Group August 2003 - Present
LPL Financial August 2003 - Present
US Bancorp Piper Jaffray January 2000 - August 2003
Prudential Securities March 1993 - January 2000
Skills
Helping People, Coaching Kids, Working with Charitable..., Serving the Community, Running a Successful..., Financial Planning
Education
California State University-Fresno 1988 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clovis High School 1984 — 1988
Thiesen Dueker Financial Consulting Group August 2003 - Present
LPL Financial August 2003 - Present
US Bancorp Piper Jaffray January 2000 - August 2003
Prudential Securities March 1993 - January 2000
Skills
Helping People, Coaching Kids, Working with Charitable..., Serving the Community, Running a Successful..., Financial Planning
Education
California State University-Fresno 1988 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Clovis High School 1984 — 1988
Jason McGaugh Jason McGaugh's US Bancorp Piper Jaffray Experience February 2001 - September 2002
Job Manager Financial Planning & Analysis at First Solar
Industry Renewables & Environment
Experience
First Solar March 2015 - Present
First Solar August 2011 - February 2015
McGladrey Capital Markets July 2007 - August 2011
McGladrey Capital Markets January 2005 - July 2007
ING Funds Distributors September 2002 - December 2004
US Bancorp Piper Jaffray February 2001 - September 2002
OLDE/H&R Block Financial 1996 - 2001
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Leadership, Forecasting, Portfolio Management, Strategy, Capital Markets, Investments, Analysis, Investment Banking, Accounting, Equities, Analytics, Banking, Economics, Due Diligence, Derivatives, Executive Management, Cash Flow, Private Equity, Financial Planning, Strategic Planning, Management
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Finance
Findlay High School
First Solar March 2015 - Present
First Solar August 2011 - February 2015
McGladrey Capital Markets July 2007 - August 2011
McGladrey Capital Markets January 2005 - July 2007
ING Funds Distributors September 2002 - December 2004
US Bancorp Piper Jaffray February 2001 - September 2002
OLDE/H&R Block Financial 1996 - 2001
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Finance, Leadership, Forecasting, Portfolio Management, Strategy, Capital Markets, Investments, Analysis, Investment Banking, Accounting, Equities, Analytics, Banking, Economics, Due Diligence, Derivatives, Executive Management, Cash Flow, Private Equity, Financial Planning, Strategic Planning, Management
Education
Arizona State University, W. P. Carey School of Business 2002 — 2004
MBA, Finance
Findlay High School
Christina Maida Christina Maida's US Bancorp Piper Jaffray Experience 2000 - 2001
Job Director of Billing/AR at Travelliance
Industry Hospitality
Experience
Travelliance April 2013 - Present
LJK Companies, Inc. April 2011 - April 2013
Sholom Community Alliance August 2010 - April 2011
Sholom Community Alliance November 2009 - September 2010
Sholom Community Alliance July 2005 - December 2009
Alderwoods Inc. 2004 - 2005
US Bancorp Piper Jaffray 2000 - 2001
Skills
Healthcare, Budgets, Accounts Receivable, Accounting, Customer Service, Strategic Planning, Data Entry, Financial Reporting, Microsoft Office, Microsoft Excel, Public Speaking, Non-profits, PowerPoint, Contract Management, Project Management, Microsoft Word, Financial Analysis, Seniors Housing, Strategic Financial..., Financial Audits, Account Management, Process Improvement, Outlook, Management, Nonprofits
Education
Minnesota School of Business 2007 — 2011
BS, Healthcare Management
University of Wisconsin-Superior 1997 — 2000
Pre Med
Denfeld HS
Travelliance April 2013 - Present
LJK Companies, Inc. April 2011 - April 2013
Sholom Community Alliance August 2010 - April 2011
Sholom Community Alliance November 2009 - September 2010
Sholom Community Alliance July 2005 - December 2009
Alderwoods Inc. 2004 - 2005
US Bancorp Piper Jaffray 2000 - 2001
Skills
Healthcare, Budgets, Accounts Receivable, Accounting, Customer Service, Strategic Planning, Data Entry, Financial Reporting, Microsoft Office, Microsoft Excel, Public Speaking, Non-profits, PowerPoint, Contract Management, Project Management, Microsoft Word, Financial Analysis, Seniors Housing, Strategic Financial..., Financial Audits, Account Management, Process Improvement, Outlook, Management, Nonprofits
Education
Minnesota School of Business 2007 — 2011
BS, Healthcare Management
University of Wisconsin-Superior 1997 — 2000
Pre Med
Denfeld HS
Kenneth Klooster Kenneth Klooster's US Bancorp Piper Jaffray Experience April 1997 - December 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones December 2002 - Present
US Bancorp Piper Jaffray April 1997 - December 2002
TCF Bank July 1990 - April 1997
Skills
401k Rollovers, 529 Plans, Retirement Planning, Estate Considerations, 401k, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Simple IRA, Retirement, Bonds, Municipal Bonds, Government Bonds, common stocks, Portfolio and..., Long Term Care Insurance, Long-Term Disability, Permanent Life Insurance, Term Life Insurance, Mutual Funds, Managed Account Program, 403 b, 457 Plans, Defined Benefit, Profit Sharing, Coverdell, Advisory Solutions, Certificates of Deposit
Education
Minnesota State University, Mankato 1988 — 1996
Bachelor of Science (BS), Accounting and Finance
Edward Jones December 2002 - Present
US Bancorp Piper Jaffray April 1997 - December 2002
TCF Bank July 1990 - April 1997
Skills
401k Rollovers, 529 Plans, Retirement Planning, Estate Considerations, 401k, Roth IRA, Traditional IRA, Fixed Annuities, Variable Annuities, SEP IRA, Simple IRA, Retirement, Bonds, Municipal Bonds, Government Bonds, common stocks, Portfolio and..., Long Term Care Insurance, Long-Term Disability, Permanent Life Insurance, Term Life Insurance, Mutual Funds, Managed Account Program, 403 b, 457 Plans, Defined Benefit, Profit Sharing, Coverdell, Advisory Solutions, Certificates of Deposit
Education
Minnesota State University, Mankato 1988 — 1996
Bachelor of Science (BS), Accounting and Finance
Jill Randel Jill Randel's US Bancorp Piper Jaffray Experience March 1999 - August 2000
Job Financial services professional
Industry Financial Services
Experience
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Gaulden & Associates, Ameriprise Financial March 2012 - Present
Ameriprise Bank, FSB July 2010 - July 2011
Ameriprise Bank, FSB January 2008 - July 2010
Ameriprise Financial Services, Inc. October 2006 - January 2008
Ameripirse Financial, Inc. January 2005 - October 2006
RBC Dain Rauscher February 2002 - January 2005
U.S. Bancorp Investments August 2000 - May 2001
U.S. Bancorp Piper Jaffray March 1999 - August 2000
Morgan Stanley June 1998 - March 1999
Education
University of Minnesota-Twin Cities
Andrew Lubar Andrew Lubar's US Bancorp Piper Jaffray Experience 1997 - 2005
Job Senior Consultant at Improving Enterprises
Industry Information Technology and Services
Experience
Improving Enterprises August 2014 - Present
The Willow Group October 2012 - Present
The Willow Group February 2005 - July 2014
The Willow Group April 2010 - September 2012
The Willow Group February 2005 - April 2010
Piper Jaffray December 1997 - February 2005
US Bancorp Piper Jaffray 1997 - 2005
Cytrol/Price Waterhouse 1991 - 1997
Shearson Lehman Brothers February 1986 - July 1991
Consolidated Edison Company of New York October 1981 - February 1986
Skills
Integration, Management Consulting, Analysis, Databases, SDLC, Banking, Testing, Mergers & Acquisitions, Data Analysis, Business Process, Change Management, Business Process..., Risk Management, Team Leadership, Cross-functional Team..., Vendor Management, Project Management
Education
University of Minnesota - Carlson School of Management 1999 — 2006
MBA, Information Systems
University of Montana 1977 — 1981
BS, Business Administration
Improving Enterprises August 2014 - Present
The Willow Group October 2012 - Present
The Willow Group February 2005 - July 2014
The Willow Group April 2010 - September 2012
The Willow Group February 2005 - April 2010
Piper Jaffray December 1997 - February 2005
US Bancorp Piper Jaffray 1997 - 2005
Cytrol/Price Waterhouse 1991 - 1997
Shearson Lehman Brothers February 1986 - July 1991
Consolidated Edison Company of New York October 1981 - February 1986
Skills
Integration, Management Consulting, Analysis, Databases, SDLC, Banking, Testing, Mergers & Acquisitions, Data Analysis, Business Process, Change Management, Business Process..., Risk Management, Team Leadership, Cross-functional Team..., Vendor Management, Project Management
Education
University of Minnesota - Carlson School of Management 1999 — 2006
MBA, Information Systems
University of Montana 1977 — 1981
BS, Business Administration
Edward Claire Edward Claire's US Bancorp Piper Jaffray Experience 1995 - 2000
Job Managing Director: Fixed Income Sales & Trading at FIRST INTEGRITY CAPITAL PARTNERS
Industry Financial Services
Experience
First Integrity Capital Partners April 2010 - Present
Fundamental Capital Markets May 2007 - May 2010
Lehman Brothers Inc November 2000 - May 2007
US Bancorp Piper Jaffray 1995 - 2000
Patriot Securities 1993 - 1995
Murphy & Durieu 1991 - 1993
Brounoff Claire & Co 1987 - 1990
Skills
MBS, Fixed Income, Structured Products, Trading, Wealth Management, CDS, Corporates, Bonds, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Hedge Funds, Equities
Education
Mount St. Mary's University 1984 — 1987
BS, Busines & Finance
First Integrity Capital Partners April 2010 - Present
Fundamental Capital Markets May 2007 - May 2010
Lehman Brothers Inc November 2000 - May 2007
US Bancorp Piper Jaffray 1995 - 2000
Patriot Securities 1993 - 1995
Murphy & Durieu 1991 - 1993
Brounoff Claire & Co 1987 - 1990
Skills
MBS, Fixed Income, Structured Products, Trading, Wealth Management, CDS, Corporates, Bonds, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Hedge Funds, Equities
Education
Mount St. Mary's University 1984 — 1987
BS, Busines & Finance
Dennis Kaiser's US Bancorp Piper Jaffray Experience 2000 - 2002
Job Vice President, Regional Sales Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2008 - Present
Allstate Financial Services, LLC January 2008 - May 2008
Lincoln Financial Distributors January 2006 - December 2007
PLANCO 2002 - 2006
US Bancorp Piper Jaffray 2000 - 2002
Prudential Securities 1997 - 2000
Time-Life Libraries 1991 - 1997
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6
Education
Loyola University New Orleans 1985 — 1989
BA, Political Science
H.B. Plant HS, Tampa, FL 1982 — 1985
Prudential Financial May 2008 - Present
Allstate Financial Services, LLC January 2008 - May 2008
Lincoln Financial Distributors January 2006 - December 2007
PLANCO 2002 - 2006
US Bancorp Piper Jaffray 2000 - 2002
Prudential Securities 1997 - 2000
Time-Life Libraries 1991 - 1997
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6
Education
Loyola University New Orleans 1985 — 1989
BA, Political Science
H.B. Plant HS, Tampa, FL 1982 — 1985
Karen Losinski Hettinger, CLU, ChFC, CPA (inactive) Karen Losinski Hettinger, CLU, ChFC, CPA (inactive)'s US Bancorp Piper Jaffray Experience January 2000 - February 2003
Job Life and Disability Income insurance Specialist, Wholesale+Retail || Artist, The Elle Art Studio
Industry Retail
Experience
AdvisorNet Insurance April 2009 - Present
The Elle Art Studio July 2010 - Present
The Business Advisory Group, LLC October 2008 - Present
Best Buy October 2008 - December 2008
Best Buy February 2008 - September 2008
Certes Financial Pros August 2007 - June 2008
The Basilica of St Mary 2000 - 2007
Robert Half International March 2004 - July 2006
US Bancorp Piper Jaffray January 2000 - February 2003
Aegon - Transamerica February 1997 - January 2000
Skills
Insurance, Disability Insurance, Leadership, Strategic Financial..., Health Insurance, Fixed Annuities, Process Improvement, Employee Benefits, Retirement Planning, Strategic Planning, Risk Management, Life Insurance, Customer Service, Wealth Management, Investments, Retirement, Business Analysis, Estate Planning, Account Management, Team Building, Term Life Insurance, Voluntary Employee..., Key Person Insurance, Business Development, Deferred Compensation, Non-Qualified Deferred..., Business Disability..., Buy Sell Planning and..., Relationship Management, Key Account..., Sales, Executive Benefit..., Business Loan Protection, Business Overhead..., Beneficiary Review, Insurance Policy Review, Corporate Owned Life..., Business Succession..., Mergers & Acquisitions, Long-term Care, Series 63, 401k, Long Term Care Insurance, Financial Planners, Financial Services, Mutual Funds, Small Business, Succession Planning, Financial Planning
Education
University of Minnesota-Twin Cities 1979 — 1986
B.I.S., Accounting and Speech-Communications
St. Catherine University 1980 — 1982
Henry Sibley Senior High School 1976 — 1979
AdvisorNet Insurance April 2009 - Present
The Elle Art Studio July 2010 - Present
The Business Advisory Group, LLC October 2008 - Present
Best Buy October 2008 - December 2008
Best Buy February 2008 - September 2008
Certes Financial Pros August 2007 - June 2008
The Basilica of St Mary 2000 - 2007
Robert Half International March 2004 - July 2006
US Bancorp Piper Jaffray January 2000 - February 2003
Aegon - Transamerica February 1997 - January 2000
Skills
Insurance, Disability Insurance, Leadership, Strategic Financial..., Health Insurance, Fixed Annuities, Process Improvement, Employee Benefits, Retirement Planning, Strategic Planning, Risk Management, Life Insurance, Customer Service, Wealth Management, Investments, Retirement, Business Analysis, Estate Planning, Account Management, Team Building, Term Life Insurance, Voluntary Employee..., Key Person Insurance, Business Development, Deferred Compensation, Non-Qualified Deferred..., Business Disability..., Buy Sell Planning and..., Relationship Management, Key Account..., Sales, Executive Benefit..., Business Loan Protection, Business Overhead..., Beneficiary Review, Insurance Policy Review, Corporate Owned Life..., Business Succession..., Mergers & Acquisitions, Long-term Care, Series 63, 401k, Long Term Care Insurance, Financial Planners, Financial Services, Mutual Funds, Small Business, Succession Planning, Financial Planning
Education
University of Minnesota-Twin Cities 1979 — 1986
B.I.S., Accounting and Speech-Communications
St. Catherine University 1980 — 1982
Henry Sibley Senior High School 1976 — 1979
Philip Saunders Philip Saunders's US Bancorp Piper Jaffray Experience June 1999 - June 2000
Job Financial Marketing Strategist / Social Media Marketer / Options Trading Strategist at IsoVentures
Industry Financial Services
Experience
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
IsoVentures January 2009 - Present
STARS (Sports Teaching and Reaching Students) October 2008 - Present
Topeka Capital Markets, Inc March 2012 - March 2013
JNK Securities April 2009 - March 2010
Susquehanna International Group March 2006 - December 2008
Banc of America Securities July 2004 - March 2006
Wedbush Morgan Securities September 2000 - July 2002
US Bancorp Piper Jaffray June 1999 - June 2000
Nuveen Investments June 1997 - June 1999
Skills
Options, Options Strategies, Equity Derivatives, Online Marketing, Affiliate Marketing, Online Lead Generation, Social Media, Digital Marketing, Social Media Marketing, Financial Modeling, Equity Research, Overwriting, Volatility, Volatility Arbitrage, Derivatives, Trading, Portfolio Management, Bloomberg, Securities, Strategy, Trading Strategies, Electronic Trading, Lead Generation, Commodity, Financial Markets, Hedge Funds, Equity Trading, Investments, Hedging, Bonds, Investment Banking, Valuation, Foreign Exchange, Financial Services, Email Marketing
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BSE, Civil Engineering and Operations Research
David Roe David Roe's US Bancorp Piper Jaffray Experience July 1994 - November 2002
Job President at Tiger Stone & Brick LLC
Industry Building Materials
Experience
Tiger Stone & Brick LLC September 2009 - Present
Tiger Stone & Brick LLC September 2009 - Present
Acme-Ochs Brick I Stone January 2008 - September 2009
Ochs Brick & Stone September 2005 - January 2008
Ochs Brick & Stone November 2002 - September 2005
US Bancorp Piper Jaffray July 1994 - November 2002
Minnesota Brick & Tile July 1984 - July 1994
Skills
Contractor Sales, New Business Development, Sales Management, Negotiation, Strategic Planning, Team Building, Renovation, Social Media, Twitter, Brick Sales, Stone Sales, Brick Matching, Stone Matching, Historic Restoration, Brick, Stone, Natural Stone, Masonry, Masonry Sales, Architectural Sales, Marketing, Social Media Marketing
Education
University of Minnesota - Carlson School of Management 1979 — 1982
BSB, Marketing, Industrial Relations
Tiger Stone & Brick LLC September 2009 - Present
Tiger Stone & Brick LLC September 2009 - Present
Acme-Ochs Brick I Stone January 2008 - September 2009
Ochs Brick & Stone September 2005 - January 2008
Ochs Brick & Stone November 2002 - September 2005
US Bancorp Piper Jaffray July 1994 - November 2002
Minnesota Brick & Tile July 1984 - July 1994
Skills
Contractor Sales, New Business Development, Sales Management, Negotiation, Strategic Planning, Team Building, Renovation, Social Media, Twitter, Brick Sales, Stone Sales, Brick Matching, Stone Matching, Historic Restoration, Brick, Stone, Natural Stone, Masonry, Masonry Sales, Architectural Sales, Marketing, Social Media Marketing
Education
University of Minnesota - Carlson School of Management 1979 — 1982
BSB, Marketing, Industrial Relations
Chris Greenman Chris Greenman's US Bancorp Piper Jaffray Experience 1999 - 2002
Job Assistant General Counsel at Library of Congress
Industry Libraries
Experience
Library of Congress Assistant General CounselExcelsior Energy2005 - 2011
Ordway Center for the Performing Arts 2004 - 2004
U.S. Bancorp Piper Jaffray 1999 - 2002
Skills
Editing, Legal Research, Legal Writing, Policy Analysis, Public Policy, Public Speaking, Research
Education
University of Minnesota Law School 2002 — 2005
Juris Doctor, Law
Carleton College 1995 — 1999
Bachelor of Arts (B.A.), English Literature
Library of Congress Assistant General CounselExcelsior Energy2005 - 2011
Ordway Center for the Performing Arts 2004 - 2004
U.S. Bancorp Piper Jaffray 1999 - 2002
Skills
Editing, Legal Research, Legal Writing, Policy Analysis, Public Policy, Public Speaking, Research
Education
University of Minnesota Law School 2002 — 2005
Juris Doctor, Law
Carleton College 1995 — 1999
Bachelor of Arts (B.A.), English Literature
Michael Youngberg Michael Youngberg's US Bancorp Piper Jaffray Experience May 2000 - June 2001
Job Director at South Dakota Department of Labor & Regulation, Division of Securities
Industry Government Administration
Experience
South Dakota Department of Labor & Regulation, Division of Securities April 2011 - Present
South Dakota Governor’s Office of Economic Development February 2005 - April 2011
Citibank (South Dakota), N.A. June 2001 - February 2005
U.S. Bancorp Piper Jaffray May 2000 - June 2001
TCF Investments & Insurance Group January 1998 - May 2000
Skills
Budgets, Finance, Training, Managerial Finance, Management, Budgeting, Auditing, Economic Development, Portfolio Management, Accounting
Education
South Dakota State University 1993 — 1997
Bachelor’s Degree, Business/Managerial Economics Major - Accounting Minor, GPA 3.64/4.0
South Dakota Department of Labor & Regulation, Division of Securities April 2011 - Present
South Dakota Governor’s Office of Economic Development February 2005 - April 2011
Citibank (South Dakota), N.A. June 2001 - February 2005
U.S. Bancorp Piper Jaffray May 2000 - June 2001
TCF Investments & Insurance Group January 1998 - May 2000
Skills
Budgets, Finance, Training, Managerial Finance, Management, Budgeting, Auditing, Economic Development, Portfolio Management, Accounting
Education
South Dakota State University 1993 — 1997
Bachelor’s Degree, Business/Managerial Economics Major - Accounting Minor, GPA 3.64/4.0
Ray Arata's US Bancorp Piper Jaffray Experience September 1996 - August 2001
Job Men’s Business Coach | Inclusionary Leadership Training | Gender Equality Ally | Speaker | Author
Industry Professional Training & Coaching
Experience
Gender Leadership Group June 2015 - Present
Gender Allies October 2013 - Present
Integrative Coaching April 2008 - Present
Shirlaws February 2007 - April 2008
RBC Dain September 2002 - February 2007
US Bancorp Piper Jaffray September 1996 - August 2001
Prudential Securities April 1993 - August 1996
Skills
Coaching, Conflict Resolution, Communications Strategy, Cultural Transformation, Personal Development, New Business Development, Large Group Facilitation, Executive Coaching, Leadership Development, Diversity Training, Diversity & Inclusion, Collaborative Leadership, Workshop Facilitation, Training, Strategic Communications, Staff Development, Team Building, Start-ups, Leadership, Business Development, Entrepreneurship, Consulting, Public Speaking, Emotional Intelligence, Organizational..., Gender Equality, Professional Mentoring, Training Facilitation, Management
Education
San Francisco Law School 1988 — 1992
JD, Law
University of California, Los Angeles 1982 — 1986
BA, Business Administration/Political Science
Gender Leadership Group June 2015 - Present
Gender Allies October 2013 - Present
Integrative Coaching April 2008 - Present
Shirlaws February 2007 - April 2008
RBC Dain September 2002 - February 2007
US Bancorp Piper Jaffray September 1996 - August 2001
Prudential Securities April 1993 - August 1996
Skills
Coaching, Conflict Resolution, Communications Strategy, Cultural Transformation, Personal Development, New Business Development, Large Group Facilitation, Executive Coaching, Leadership Development, Diversity Training, Diversity & Inclusion, Collaborative Leadership, Workshop Facilitation, Training, Strategic Communications, Staff Development, Team Building, Start-ups, Leadership, Business Development, Entrepreneurship, Consulting, Public Speaking, Emotional Intelligence, Organizational..., Gender Equality, Professional Mentoring, Training Facilitation, Management
Education
San Francisco Law School 1988 — 1992
JD, Law
University of California, Los Angeles 1982 — 1986
BA, Business Administration/Political Science
Natascha Nelson Natascha Nelson's US Bancorp Piper Jaffray Experience November 1999 - November 2001
Job Administrative Assistant, Prime Therapeutics
Industry Graphic Design
Experience
Prime Therapeutics January 2011 - Present
Tascha Nelson Photography 2011 - Present
Northwest Airlines November 1999 - 2009
Eagan Firefighters Relief Association October 2005 - May 2007
U.S. Bancorp Piper Jaffray November 1999 - November 2001
U.S. Bancorp Piper Jaffray June 1997 - November 1999
Skills
PowerPoint, Adobe Acrobat, Photoshop, Administrative..., Editing, Microsoft Excel, Office Management, Analysis, Training
Education
Saint Mary's University of Minnesota
Bachelor's Degree, Marketing
Dakota County Technical College 1995 — 1997
Applied Science Degree, Graphic Design
Inver Hills Community College 1993 — 1995
Associate’s Degree, Liberal Arts
University of Minnesota Duluth 1992 — 1993
Prime Therapeutics January 2011 - Present
Tascha Nelson Photography 2011 - Present
Northwest Airlines November 1999 - 2009
Eagan Firefighters Relief Association October 2005 - May 2007
U.S. Bancorp Piper Jaffray November 1999 - November 2001
U.S. Bancorp Piper Jaffray June 1997 - November 1999
Skills
PowerPoint, Adobe Acrobat, Photoshop, Administrative..., Editing, Microsoft Excel, Office Management, Analysis, Training
Education
Saint Mary's University of Minnesota
Bachelor's Degree, Marketing
Dakota County Technical College 1995 — 1997
Applied Science Degree, Graphic Design
Inver Hills Community College 1993 — 1995
Associate’s Degree, Liberal Arts
University of Minnesota Duluth 1992 — 1993
Teresa Groepper, CRS GRI Teresa Groepper, CRS GRI's US Bancorp Piper Jaffray Experience 1988 - 2004
Job Realtor at SUMMA Real Estate Executives
Industry Real Estate
Experience
SUMMA Real Estate Executives October 2013 - Present
Oregon Realty Co. October 2004 - September 2013
Global Real Estate Development May 2011 - May 2012
US Bancorp Piper Jaffray 1988 - 2004
Skills
Investment Properties, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Short Sales, Foreclosures, Relocation, Sellers, Listings, Customer Service, New Home Sales, HUD, Buyer Representation, Townhomes, Real Estate Transactions, Sales, REO, Real Property, Condos, Referrals, Investors, Seller Representation, Networking, Negotiation, Interviews, Training, Presentations, Team Leadership, Business Planning, Customer Satisfaction, Account Management, Microsoft Excel, Community Service
Education
Graduate Real Estate Institute 2005 — 2007
GRI Certified, Real Estate, Management, Investing
Oregon Association of Realtors 2005 — 2006
CRS Certified Residential Specialist, Residential Real Estate
Portland Community College 1978 — 1980
Associate Degree, Legal Assistant
SUMMA Real Estate Executives October 2013 - Present
Oregon Realty Co. October 2004 - September 2013
Global Real Estate Development May 2011 - May 2012
US Bancorp Piper Jaffray 1988 - 2004
Skills
Investment Properties, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Short Sales, Foreclosures, Relocation, Sellers, Listings, Customer Service, New Home Sales, HUD, Buyer Representation, Townhomes, Real Estate Transactions, Sales, REO, Real Property, Condos, Referrals, Investors, Seller Representation, Networking, Negotiation, Interviews, Training, Presentations, Team Leadership, Business Planning, Customer Satisfaction, Account Management, Microsoft Excel, Community Service
Education
Graduate Real Estate Institute 2005 — 2007
GRI Certified, Real Estate, Management, Investing
Oregon Association of Realtors 2005 — 2006
CRS Certified Residential Specialist, Residential Real Estate
Portland Community College 1978 — 1980
Associate Degree, Legal Assistant
Suzy (McLean) Allen Suzy (McLean) Allen's US Bancorp Piper Jaffray Experience May 1999 - June 2000
Job
Industry Insurance
Experience
Allstate February 2011 - April 2015
Robert Half Finance & Accounting September 2010 - January 2011
First American Funds October 2006 - September 2010
RBC Dain Rauscher June 2000 - November 2001
US Bancorp Piper Jaffray May 1999 - June 2000
Skills
Account Management, Customer Relations, Customer Service, Sales Management, Insurance, Relationship Management, Sales Process, Property & Casualty..., Life Insurance, Financial Services, Sales, Management, CRM, Recruiting, Sales Operations, Training, Finance, Leadership
Education
University of Montana 1987 — 1991
BA
Wayzata High School 1984 — 1987
Allstate February 2011 - April 2015
Robert Half Finance & Accounting September 2010 - January 2011
First American Funds October 2006 - September 2010
RBC Dain Rauscher June 2000 - November 2001
US Bancorp Piper Jaffray May 1999 - June 2000
Skills
Account Management, Customer Relations, Customer Service, Sales Management, Insurance, Relationship Management, Sales Process, Property & Casualty..., Life Insurance, Financial Services, Sales, Management, CRM, Recruiting, Sales Operations, Training, Finance, Leadership
Education
University of Montana 1987 — 1991
BA
Wayzata High School 1984 — 1987
Katie Wendorff Katie Wendorff's US Bancorp Piper Jaffray Experience August 2002 - November 2004
Job Senior Director, Strategic Wellness Initiatives at UnitedHealth Group
Industry Hospital & Health Care
Experience
Optum Health November 2013 - Present
UnitedHealth Group May 2012 - November 2013
Covidien (formerly ev3) October 2008 - May 2012
Medtronic April 2006 - October 2008
Medtronic November 2004 - April 2006
US Bancorp Piper Jaffray August 2002 - November 2004
Skills
Market Development, Product Management, Market Research, Medical Devices, Healthcare, Marketing Strategy, Product Marketing, Cross-functional Team..., Integrated Marketing, Forecasting, Product Launch, Competitive Analysis, Management, Product Development, Global Marketing, Marketing Management, Market Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2006
MBA, Marketing & Finance
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Bachelor of Business Administration, Marketing & Organizational Behavior
Optum Health November 2013 - Present
UnitedHealth Group May 2012 - November 2013
Covidien (formerly ev3) October 2008 - May 2012
Medtronic April 2006 - October 2008
Medtronic November 2004 - April 2006
US Bancorp Piper Jaffray August 2002 - November 2004
Skills
Market Development, Product Management, Market Research, Medical Devices, Healthcare, Marketing Strategy, Product Marketing, Cross-functional Team..., Integrated Marketing, Forecasting, Product Launch, Competitive Analysis, Management, Product Development, Global Marketing, Marketing Management, Market Analysis
Education
University of Minnesota - Carlson School of Management 2003 — 2006
MBA, Marketing & Finance
University of Michigan - Stephen M. Ross School of Business 1997 — 2001
Bachelor of Business Administration, Marketing & Organizational Behavior
Steve Cesinger Steve Cesinger's US Bancorp Piper Jaffray Experience September 2000 - July 2002
Job CoFounder and Managing Partner at Valor Hospitality Partners
Industry Real Estate
Experience
Valor Hospitality Partners August 2012 - Present
Dewberry Capital August 2002 - September 2010
US Bancorp Piper Jaffray September 2000 - July 2002
Greif & Co. April 1992 - August 2000
Sutro & Company August 1989 - April 1992
Ernst & Young August 1986 - July 1989
Northrop Grumman Corporation May 1985 - July 1986
Skills
Sourcing, Investments, Asset Managment, Negotiation, Private Equity, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Due Diligence, Real Estate, Accounting, Portfolio Management, Risk Management, Asset Management, Investment Banking, Finance, Mergers & Acquisitions, Management Consulting, IPO, Financial Structuring, Management, Private Placements
Education
UCLA Anderson School of Management 1985 — 1986
MBA, Finance, Marketing, MIS
California State Polytechnic University-Pomona 1981 — 1984
BS, Accounting
Valor Hospitality Partners August 2012 - Present
Dewberry Capital August 2002 - September 2010
US Bancorp Piper Jaffray September 2000 - July 2002
Greif & Co. April 1992 - August 2000
Sutro & Company August 1989 - April 1992
Ernst & Young August 1986 - July 1989
Northrop Grumman Corporation May 1985 - July 1986
Skills
Sourcing, Investments, Asset Managment, Negotiation, Private Equity, Corporate Finance, Financial Analysis, Financial Modeling, Valuation, Strategic Planning, Due Diligence, Real Estate, Accounting, Portfolio Management, Risk Management, Asset Management, Investment Banking, Finance, Mergers & Acquisitions, Management Consulting, IPO, Financial Structuring, Management, Private Placements
Education
UCLA Anderson School of Management 1985 — 1986
MBA, Finance, Marketing, MIS
California State Polytechnic University-Pomona 1981 — 1984
BS, Accounting
Karen Fetterly Karen Fetterly's US Bancorp Piper Jaffray Experience 1997 - July 2001
Job Attorney at Dunlap & Seeger, P.A.
Industry Law Practice
Experience
Dunlap & Seeger, P.A. May 2004 - Present
Edina Realty Title July 2001 - March 2004
US Bancorp Piper Jaffray 1997 - July 2001
Education
Hamline University School of Law 1988 — 1991
JD, Law
Augsburg College 1984 — 1987
BA, International Relations, Business
Dunlap & Seeger, P.A. May 2004 - Present
Edina Realty Title July 2001 - March 2004
US Bancorp Piper Jaffray 1997 - July 2001
Education
Hamline University School of Law 1988 — 1991
JD, Law
Augsburg College 1984 — 1987
BA, International Relations, Business
Peter Gallagher's US Bancorp Piper Jaffray Experience 2000 - 2001
Job Managing Director, Corporate Communications at Cushman & Wakefield
Industry Financial Services
Experience
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Cushman & Wakefield 2013 - 2015
Morgan Stanley 2011 - 2012
Dow Jones Investment Banker 2010 - 2011
Barclays Capital/Lehman Brothers 2006 - 2008
Lehman Brothers 2004 - 2006
UBS Investment Bank/PaineWebber Incorporated 1996 - 2004
U.S. Bancorp Piper Jaffray 2000 - 2001
Lazard Freres & Co. LLC 1998 - 1999
The Chase Manhattan Bank 1987 - 1996
Cappy Productions, Inc. July 1984 - August 1984
Skills
Equities, Private Equity, Corporate Finance, Equity Research, Venture Capital, Corporate Communications, Investor Relations, Finance, Series 7, Series 63, Equity Trading, Mergers, IPO, Research, Series 24, Specialist Sales, Financial Media, Idea Generation, Financial Writer, Executive Communications, Communication Training, Research Product..., Corporate Access, Content, Equity Sales, Earnings Due Diligence, Volcker Rule, Twitter, Columnist, M&A, Desk Analyst, Morning Call, Monetizing Content, Thematic Investing, Multi-product Outcomes, Cross Product, Speech Writing, Editing, Communications Plans, Mergers & Acquisitions, Investments, Fixed Income, Portfolio Management
Education
Boston College 1983 — 1987
Bachelor of Arts, Economics & History
Regis High School 1979 — 1983
Jocelyn Bozivich's US Bancorp Piper Jaffray Experience January 2000 - October 2001
Job
Industry Accounting
Experience
Ecolab August 2013 - Present
Ecolab July 2011 - July 2013
Ecolab April 2009 - June 2011
Ecolab June 2007 - April 2009
Medtronic August 2006 - June 2007
Medtronic July 2005 - August 2006
Medtronic March 2004 - July 2005
Ameriprise Financial October 2001 - March 2004
US Bancorp Piper Jaffray January 2000 - October 2001
M&T Bank 1999 - 2000
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA
Harvard University 1995 — 1999
AB
Ecolab August 2013 - Present
Ecolab July 2011 - July 2013
Ecolab April 2009 - June 2011
Ecolab June 2007 - April 2009
Medtronic August 2006 - June 2007
Medtronic July 2005 - August 2006
Medtronic March 2004 - July 2005
Ameriprise Financial October 2001 - March 2004
US Bancorp Piper Jaffray January 2000 - October 2001
M&T Bank 1999 - 2000
Education
University of Minnesota - Carlson School of Management 2002 — 2005
MBA
Harvard University 1995 — 1999
AB
Alex Mason's US Bancorp Piper Jaffray Experience 2000 - 2001
Job Managing Director Carrick Capital Partners
Industry Venture Capital & Private Equity
Experience
Carrick Capital Partners August 2012 - Present
Accel-KKR August 2009 - August 2012
Paine & Partners June 2008 - August 2008
Technology Crossover Ventures August 2003 - July 2007
Morgan Stanley 2001 - 2003
US Bancorp Piper Jaffray 2000 - 2001
Skills
Private Equity, Venture Capital, Investments
Education
Harvard Business School
MBA
University of Oxford
Certificate
University of Washington
Capital High School
Carrick Capital Partners August 2012 - Present
Accel-KKR August 2009 - August 2012
Paine & Partners June 2008 - August 2008
Technology Crossover Ventures August 2003 - July 2007
Morgan Stanley 2001 - 2003
US Bancorp Piper Jaffray 2000 - 2001
Skills
Private Equity, Venture Capital, Investments
Education
Harvard Business School
MBA
University of Oxford
Certificate
University of Washington
Capital High School
Chris Shearman, MBA, PMP's US Bancorp Piper Jaffray Experience September 2000 - May 2001
Job Business Process Consultant at AgStar Financial Services
Industry Banking
Experience
AgStar Financial Services June 2013 - Present
MTU Onsite Energy November 2011 - June 2013
MICO Inc October 2010 - November 2011
Supply Tigers Inc October 2009 - July 2010
SandPoint Consulting July 2007 - March 2009
Alltel August 2005 - July 2007
Q Carriers August 2003 - June 2005
E-travel Experts July 2001 - August 2003
U.S. Bancorp Piper Jaffray September 2000 - May 2001
Young America October 1997 - July 2000
Skills
SharePoint, Visio, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, PMP, MS Project, Outlooksoft, SAP, Vantage, Salesforce.com, EPC
Education
Minnesota State University, Mankato 2004 — 2006
MBA, Leadership and Organizational Change
Minnesota State University, Mankato 1995 — 2000
B.S., Finance
Lakeville 1993 — 1995
High school diploma
AgStar Financial Services June 2013 - Present
MTU Onsite Energy November 2011 - June 2013
MICO Inc October 2010 - November 2011
Supply Tigers Inc October 2009 - July 2010
SandPoint Consulting July 2007 - March 2009
Alltel August 2005 - July 2007
Q Carriers August 2003 - June 2005
E-travel Experts July 2001 - August 2003
U.S. Bancorp Piper Jaffray September 2000 - May 2001
Young America October 1997 - July 2000
Skills
SharePoint, Visio, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, PMP, MS Project, Outlooksoft, SAP, Vantage, Salesforce.com, EPC
Education
Minnesota State University, Mankato 2004 — 2006
MBA, Leadership and Organizational Change
Minnesota State University, Mankato 1995 — 2000
B.S., Finance
Lakeville 1993 — 1995
High school diploma
Corey Redfield's US Bancorp Piper Jaffray Experience October 1999 - September 2002
Job President at Redfield Commodities, LLC
Industry Financial Services
Experience
Redfield Commodities, LLC September 2014 - Present
Lafayette Trading Academy January 2012 - Present
Carlson School of Management October 2011 - Present
Regenevida, Inc. October 2013 - July 2014
Telluride Asset Management January 2006 - October 2011
Carlson School of Management March 2002 - October 2008
US Bancorp Piper Jaffray October 1999 - September 2002
Arbitrage Asset Management Corp. February 1994 - October 1999
John G Kinnard & Co. August 1992 - August 1994
Investors Management Group August 1990 - August 1992
Skills
VBA, Derivatives, Financial Modeling, Fixed Income, Equities, Series 7, Financial Analysis, Asset Managment, Financial Risk, Investments, Market Risk, Portfolio Management, Finance, Bonds, Fixed Income Analysis, Hedge Funds, Corporate Finance, Equity Research, Due Diligence, Quantitative Analytics, Options, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Securities, Mutual Funds, Credit Risk, Bloomberg Terminal, Interest Rate..., Economics, Bloomberg, Valuation, Investment Banking, Financial Markets, Capital Markets, Trading, Risk Management, Strategic Financial..., Equity Valuation, Asset Management, Portfolio Optimization, Chartered Financial...
Education
Vanderbilt University - Owen Graduate School of Management 1983 — 1985
MBA, Finance
University of Minnesota - Morris 1981 — 1983
BA, Geology
University of Minnesota-Morris 1981 — 1983
Bachelor of Arts (BA), Geology/Earth Science, General
University of Minnesota - Carlson School of Management
Redfield Commodities, LLC September 2014 - Present
Lafayette Trading Academy January 2012 - Present
Carlson School of Management October 2011 - Present
Regenevida, Inc. October 2013 - July 2014
Telluride Asset Management January 2006 - October 2011
Carlson School of Management March 2002 - October 2008
US Bancorp Piper Jaffray October 1999 - September 2002
Arbitrage Asset Management Corp. February 1994 - October 1999
John G Kinnard & Co. August 1992 - August 1994
Investors Management Group August 1990 - August 1992
Skills
VBA, Derivatives, Financial Modeling, Fixed Income, Equities, Series 7, Financial Analysis, Asset Managment, Financial Risk, Investments, Market Risk, Portfolio Management, Finance, Bonds, Fixed Income Analysis, Hedge Funds, Corporate Finance, Equity Research, Due Diligence, Quantitative Analytics, Options, Private Equity, Alternative Investments, Asset Allocation, Investment Strategies, Securities, Mutual Funds, Credit Risk, Bloomberg Terminal, Interest Rate..., Economics, Bloomberg, Valuation, Investment Banking, Financial Markets, Capital Markets, Trading, Risk Management, Strategic Financial..., Equity Valuation, Asset Management, Portfolio Optimization, Chartered Financial...
Education
Vanderbilt University - Owen Graduate School of Management 1983 — 1985
MBA, Finance
University of Minnesota - Morris 1981 — 1983
BA, Geology
University of Minnesota-Morris 1981 — 1983
Bachelor of Arts (BA), Geology/Earth Science, General
University of Minnesota - Carlson School of Management
Brenda Paulson's US Bancorp Piper Jaffray Experience 2000 - 2003
Job Sr. Project Coordinator/Jr. PM
Industry Information Technology and Services
Experience
LogiSolve August 2014 - November 2014
TEKsystems on Contract at Delta Airlines October 2013 - June 2014
UnitedHealth Group May 2011 - October 2013
Gensis 10 March 2010 - April 2011
UpNorth Vet at Digital River July 2009 - December 2009
Personnel Decisions International June 2006 - July 2009
Adecco Technical March 2004 - August 2004
US Bancorp Piper Jaffray 2000 - 2003
Skills
MS Project, Access, Management, Visio, SAP, Analysis, Planview, Microsoft Project, Program Management, Training, Vendor Management, Project Management
Education
Minnesota State University, Mankato 1990 — 1994
LogiSolve August 2014 - November 2014
TEKsystems on Contract at Delta Airlines October 2013 - June 2014
UnitedHealth Group May 2011 - October 2013
Gensis 10 March 2010 - April 2011
UpNorth Vet at Digital River July 2009 - December 2009
Personnel Decisions International June 2006 - July 2009
Adecco Technical March 2004 - August 2004
US Bancorp Piper Jaffray 2000 - 2003
Skills
MS Project, Access, Management, Visio, SAP, Analysis, Planview, Microsoft Project, Program Management, Training, Vendor Management, Project Management
Education
Minnesota State University, Mankato 1990 — 1994
Christiane Boyd's US Bancorp Piper Jaffray Experience January 1994 - January 2001
Job Vice President, Senior Portfolio Manager at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management January 2013 - Present
HighMark Capital Management April 2010 - Present
Fathers for Fitness January 2008 - July 2012
Boyd Fitness Partners, LLC January 2006 - July 2012
HighMark Capital Management 2010 - 2012
Encinitas Education Foundation at OPE December 2006 - July 2009
Encinitas Education Foundation January 2006 - July 2009
Nicholas- Applegate Capital Management January 2001 - January 2006
US Bancorp Piper Jaffray January 1994 - January 2001
Arneson Kercheville Ehrenberg & Associates January 1991 - January 1994
Skills
Management, Due Diligence, Equities, Investments, Leadership, Trading, Entrepreneurship, Finance, Corporate Finance, Portfolio Management, Marketing
Education
国際基督教大学 1981 — 1986
Bachelor of Arts, Economics
International Christian University 1981 — 1985
Bachelor of Arts, Economics
HighMark Capital Management January 2013 - Present
HighMark Capital Management April 2010 - Present
Fathers for Fitness January 2008 - July 2012
Boyd Fitness Partners, LLC January 2006 - July 2012
HighMark Capital Management 2010 - 2012
Encinitas Education Foundation at OPE December 2006 - July 2009
Encinitas Education Foundation January 2006 - July 2009
Nicholas- Applegate Capital Management January 2001 - January 2006
US Bancorp Piper Jaffray January 1994 - January 2001
Arneson Kercheville Ehrenberg & Associates January 1991 - January 1994
Skills
Management, Due Diligence, Equities, Investments, Leadership, Trading, Entrepreneurship, Finance, Corporate Finance, Portfolio Management, Marketing
Education
国際基督教大学 1981 — 1986
Bachelor of Arts, Economics
International Christian University 1981 — 1985
Bachelor of Arts, Economics
Brad Stephens's US Bancorp Piper Jaffray Experience 1999 - 2002
Job Senior Consultant
Industry Financial Services
Experience
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Diana Van Moorlehem's US Bancorp Piper Jaffray Experience 1998 - 2002
Job Experienced Finance Leader
Industry Consumer Goods
Experience
Select Comfort February 2006 - March 2007
Select Comfort February 2004 - February 2006
Select Comfort October 2002 - February 2004
U.S. Bancorp Piper Jaffray 1998 - 2002
The Toro Company 1992 - 1998
SUPERVALU 1989 - 1992
Education
University of St. Thomas - Opus College of Business 1991 — 1995
MBA, Business
University of Minnesota - Carlson School of Management 1985 — 1989
BS, Accounting
Select Comfort February 2006 - March 2007
Select Comfort February 2004 - February 2006
Select Comfort October 2002 - February 2004
U.S. Bancorp Piper Jaffray 1998 - 2002
The Toro Company 1992 - 1998
SUPERVALU 1989 - 1992
Education
University of St. Thomas - Opus College of Business 1991 — 1995
MBA, Business
University of Minnesota - Carlson School of Management 1985 — 1989
BS, Accounting
Don Prellwitz's US Bancorp Piper Jaffray Experience September 1997 - March 2001
Job Operations Manager at McGladrey
Industry Financial Services
Experience
McGladrey August 2013 - Present
Groveland Capital March 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) October 2011 - October 2012
Wells Fargo Investments March 2005 - November 2011
Wells Fargo Investments March 2001 - February 2005
US Bancorp Piper Jaffray September 1997 - March 2001
Skills
Securities, Series 7, Mutual Funds, Equities, Fixed Income, Risk Management, Process Improvement, Investments, Asset Managment, Brokerage, Financial Services, Trading, Mergers & Acquisitions, Portfolio Management, FINRA, Asset Management, Wealth Management, Finance, Analysis
Education
University of Minnesota-Twin Cities 1992 — 1996
Bachelor of Science (BS), Finance, General
McGladrey August 2013 - Present
Groveland Capital March 2013 - Present
Financial Industry Technical Services, Inc. (FITS-Inc.) October 2011 - October 2012
Wells Fargo Investments March 2005 - November 2011
Wells Fargo Investments March 2001 - February 2005
US Bancorp Piper Jaffray September 1997 - March 2001
Skills
Securities, Series 7, Mutual Funds, Equities, Fixed Income, Risk Management, Process Improvement, Investments, Asset Managment, Brokerage, Financial Services, Trading, Mergers & Acquisitions, Portfolio Management, FINRA, Asset Management, Wealth Management, Finance, Analysis
Education
University of Minnesota-Twin Cities 1992 — 1996
Bachelor of Science (BS), Finance, General
Sheridan Pauker's US Bancorp Piper Jaffray Experience 1998 - 2001
Job Attorney at Wilson Sonsini Goodrich & Rosati
Industry Law Practice
Experience
Wilson Sonsini Goodrich & Rosati June 2007 - Present
Vote Solar May 2015 - Present
As You Sow January 2002 - January 2011
Shute, Mihaly & Weinberger LLP October 2005 - April 2007
The Honorable Richard A. Paez August 2004 - August 2005
Earthjustice 2002 - 2002
U.S. Bancorp Piper Jaffray 1998 - 2001
Representative Henry A. Waxman; Government Reform and Oversight Committee 1997 - 1998
Congressman Henry Waxman/Committee on Government Reform and Oversight 1997 - 1998
Skills
Renewable Energy, Cleantech, Clean Technology, Sustainable Energy, Environmental Law, Climate Change, Legal Writing, Venture Capital, Energy Efficiency, Energy Policy, Joint Ventures, Solar Energy, Energy Regulatory, Energy Regulation, Property Assessed Clean..., Energy Efficiency..., Carbon, Project Finance, Corporate Law, Alternative Energy, Carbon Markets, Energy Law, Contract Negotiation, Energy Storage
Education
University of California, Berkeley - School of Law 2001 — 2004
JD, Environmental Law
Harvard University 1992 — 1996
A.B., Environmental Science & Public Policy
Weston High School 1988 — 1992
Wilson Sonsini Goodrich & Rosati June 2007 - Present
Vote Solar May 2015 - Present
As You Sow January 2002 - January 2011
Shute, Mihaly & Weinberger LLP October 2005 - April 2007
The Honorable Richard A. Paez August 2004 - August 2005
Earthjustice 2002 - 2002
U.S. Bancorp Piper Jaffray 1998 - 2001
Representative Henry A. Waxman; Government Reform and Oversight Committee 1997 - 1998
Congressman Henry Waxman/Committee on Government Reform and Oversight 1997 - 1998
Skills
Renewable Energy, Cleantech, Clean Technology, Sustainable Energy, Environmental Law, Climate Change, Legal Writing, Venture Capital, Energy Efficiency, Energy Policy, Joint Ventures, Solar Energy, Energy Regulatory, Energy Regulation, Property Assessed Clean..., Energy Efficiency..., Carbon, Project Finance, Corporate Law, Alternative Energy, Carbon Markets, Energy Law, Contract Negotiation, Energy Storage
Education
University of California, Berkeley - School of Law 2001 — 2004
JD, Environmental Law
Harvard University 1992 — 1996
A.B., Environmental Science & Public Policy
Weston High School 1988 — 1992
Chris Tortora's US Bancorp Piper Jaffray Experience January 1999 - May 2001
Job Investment Adviser Representative
Industry Financial Services
Experience
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - September 2014
JPMorgan Chase May 2001 - January 2007
US Bancorp Piper Jaffray January 1999 - May 2001
Education
Quinnipiac University 1988 — 1992
Bachelor of Science (BS), Economics
Voya Financial Advisors, Inc. September 2014 - Present
ING Financial Partners December 2007 - September 2014
JPMorgan Chase May 2001 - January 2007
US Bancorp Piper Jaffray January 1999 - May 2001
Education
Quinnipiac University 1988 — 1992
Bachelor of Science (BS), Economics
Frank Laurich's US Bancorp Piper Jaffray Experience October 1999 - April 2001
Job Manager, Sr. Marketing Communications Strategist at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2005 - Present
Freelance Communications July 2001 - July 2005
US Bancorp Piper Jaffray October 1999 - April 2001
Ameriprise Financial Services, Inc. August 1995 - September 1999
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Advertising, Strategic Communications, Internal Communications, Newsletters, Content Development, Creative Direction, Direct Mail, Coaching, Web Content, Social Media, Content Management, Digital Marketing, Online Marketing, Editing, Copywriting, Marketing, B2B, Direct Marketing, Content Strategy, Marketing Strategy, Strategy, Online Advertising, Corporate Branding, Corporate Communications
Education
University of Minnesota-Twin Cities
Political Science, International Relations
Principal Financial Group August 2005 - Present
Freelance Communications July 2001 - July 2005
US Bancorp Piper Jaffray October 1999 - April 2001
Ameriprise Financial Services, Inc. August 1995 - September 1999
Skills
Integrated Marketing, Marketing Communications, Email Marketing, Advertising, Strategic Communications, Internal Communications, Newsletters, Content Development, Creative Direction, Direct Mail, Coaching, Web Content, Social Media, Content Management, Digital Marketing, Online Marketing, Editing, Copywriting, Marketing, B2B, Direct Marketing, Content Strategy, Marketing Strategy, Strategy, Online Advertising, Corporate Branding, Corporate Communications
Education
University of Minnesota-Twin Cities
Political Science, International Relations
Alger Boyer's US Bancorp Piper Jaffray Experience 1998 - 2001
Job Managing Director at T.R. Winston & Company
Industry Investment Banking
Experience
T.R. Winston & Company June 2014 - Present
FAB Advisors May 2012 - Present
H.C. Wainwright & Co., LLC September 2013 - June 2014
Rodman & Renshaw January 2006 - May 2012
Rodman & Renshaw Capital Group, Inc. and subsidiaries January 2006 - May 2012
CIBC World Markets 2001 - 2005
Piper Jaffray 1998 - 2001
U.S. Bancorp Piper Jaffray 1998 - 2001
Skills
Investment Banking, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Capital Markets, Equities, Investments, Corporate Development, Private Equity, Investor Relations, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Business Strategy, Business Valuation, Capital, Capital Raising, Competitive Analysis, Deal Execution, Deal Sourcing, Emerging Markets, Entrepreneurship, Equity Capital Markets, Equity Trading, Equity Research, Equity Valuation, Executive Management, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Funding, Growth Capital, Hedge Funds, IPO, Investment Strategies, Joint Ventures, LBO, M, Management, Mergers, Portfolio Management, Private Placements, Restructuring, Securities, Series 7, Special Situations
Education
University of California, Berkeley 1987 — 1991
Anthropology with a focus on Material Culture (Archaeology)
Andover 1984 — 1987
Allen-Stevenson 1978 — 1984
T.R. Winston & Company June 2014 - Present
FAB Advisors May 2012 - Present
H.C. Wainwright & Co., LLC September 2013 - June 2014
Rodman & Renshaw January 2006 - May 2012
Rodman & Renshaw Capital Group, Inc. and subsidiaries January 2006 - May 2012
CIBC World Markets 2001 - 2005
Piper Jaffray 1998 - 2001
U.S. Bancorp Piper Jaffray 1998 - 2001
Skills
Investment Banking, Venture Capital, Valuation, Corporate Finance, Due Diligence, Mergers, Capital Markets, Equities, Investments, Corporate Development, Private Equity, Investor Relations, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Business Strategy, Business Valuation, Capital, Capital Raising, Competitive Analysis, Deal Execution, Deal Sourcing, Emerging Markets, Entrepreneurship, Equity Capital Markets, Equity Trading, Equity Research, Equity Valuation, Executive Management, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Funding, Growth Capital, Hedge Funds, IPO, Investment Strategies, Joint Ventures, LBO, M, Management, Mergers, Portfolio Management, Private Placements, Restructuring, Securities, Series 7, Special Situations
Education
University of California, Berkeley 1987 — 1991
Anthropology with a focus on Material Culture (Archaeology)
Andover 1984 — 1987
Allen-Stevenson 1978 — 1984
David Fortier's US Bancorp Piper Jaffray Experience 2001 - 2003
Job Lead Software Quality Engineer at IWCO Direct
Industry Financial Services
Experience
IWCO Direct August 2014 - Present
National Business Systems, Inc. February 2006 - September 2013
Piper Jaffray Companies 2003 - 2005
US Bancorp Piper Jaffray 2001 - 2003
Piper Jaffray 1989 - 2001
Skills
Software Quality..., Quality Management, Software Project..., Quality Assurance, Integration, Business Analysis, Business Requirements, Requirements Gathering, Project Management, SDLC, Business Process, Management, Analysis, Project Planning, Program Management, Business Process..., CRM, Information Technology
Education
Minneapolis Community and Technical College 1983 — 1985
Associate of Arts (AA), Business Administration and Management, General, 3.4
Minnesota State University, Mankato 1986 — 1992
Business Administration and Management, General, 3.14
IWCO Direct August 2014 - Present
National Business Systems, Inc. February 2006 - September 2013
Piper Jaffray Companies 2003 - 2005
US Bancorp Piper Jaffray 2001 - 2003
Piper Jaffray 1989 - 2001
Skills
Software Quality..., Quality Management, Software Project..., Quality Assurance, Integration, Business Analysis, Business Requirements, Requirements Gathering, Project Management, SDLC, Business Process, Management, Analysis, Project Planning, Program Management, Business Process..., CRM, Information Technology
Education
Minneapolis Community and Technical College 1983 — 1985
Associate of Arts (AA), Business Administration and Management, General, 3.4
Minnesota State University, Mankato 1986 — 1992
Business Administration and Management, General, 3.14
Dale Politi's US Bancorp Piper Jaffray Experience May 1993 - March 2003
Job Cash Manager at Salt River Project
Industry Utilities
Experience
Salt River Project September 2007 - Present
US Bancorp Piper Jaffray May 1993 - March 2003
First Interstate Bank November 1983 - November 1991
Skills
Treasury Management, Fixed Income, Portfolio Management, Finance, Cash Management, Capital Markets, Financial Analysis, Corporate Finance, Risk Management, Financial Risk, Hedging, Credit Risk, Banking, Asset Management, Debt Financing
Education
Northern Arizona University-The W. A. Franke College of Business 1978 — 1981
BSBA, Finance
Grand Canyon University
MBA, Finance
Salt River Project September 2007 - Present
US Bancorp Piper Jaffray May 1993 - March 2003
First Interstate Bank November 1983 - November 1991
Skills
Treasury Management, Fixed Income, Portfolio Management, Finance, Cash Management, Capital Markets, Financial Analysis, Corporate Finance, Risk Management, Financial Risk, Hedging, Credit Risk, Banking, Asset Management, Debt Financing
Education
Northern Arizona University-The W. A. Franke College of Business 1978 — 1981
BSBA, Finance
Grand Canyon University
MBA, Finance
Louis Close's US Bancorp Piper Jaffray Experience November 1998 - December 2000
Job Private Wealth Advisor, Senior Portfolio Manager, Senior Vice PresidentWealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2006 - Present
University of Minnesota January 2013 - Present
Bolder Options January 2003 - Present
Piper Jaffray October 1992 - August 2006
US Bancorp Piper Jaffray November 1998 - December 2000
Education
University of Minnesota-Twin Cities 1985 — 1988
BS, Economics
Northern Michigan University 1983 — 1985
UBS Wealth Management August 2006 - Present
University of Minnesota January 2013 - Present
Bolder Options January 2003 - Present
Piper Jaffray October 1992 - August 2006
US Bancorp Piper Jaffray November 1998 - December 2000
Education
University of Minnesota-Twin Cities 1985 — 1988
BS, Economics
Northern Michigan University 1983 — 1985
Henry Chang's US Bancorp Piper Jaffray Experience 1997 - 2002
Job GM, Diagnostic Sensors & Bioindicators, 3M Company
Industry Hospital & Health Care
Experience
3M Healthcare, Infection Prevention Division August 2014 - Present
3M Health Care, Infection Prevention Division 2013 - Present
3M Health Care 2005 - 2013
The Boss Group (Private Equity) 2002 - 2005
US Bancorp Piper Jaffray 1997 - 2002
The Cambridge Group 1996 - 1997
MCI 1994 - 1996
Monsanto 1992 - 1994
Skills
Mergers, Corporate Development, Strategy, Investment Banking, Product Marketing, Management Consulting, Private Equity, Valuation, Corporate Finance, Strategic Consulting, Business Strategy, M, Due Diligence, Medical Devices, Competitive Analysis, Cross-functional Team..., Acquisition Integration, Acquisitions, Business Development, Finance, Management, Mergers & Acquisitions, Start-ups, Strategic Planning, Business Planning, International Business, Global Marketing, Marketing Strategy, Global Business..., Healthcare Industry, Marketing Management, Executive Management, Product Launch, Market Development
Education
JL Kellogg Graduate School of Management, Northwestern University 2004 — 2006
MBA, Strategy, Marketing, Finance
Northwestern University 1988 — 1992
B.S., Industrial Engineering
3M Healthcare, Infection Prevention Division August 2014 - Present
3M Health Care, Infection Prevention Division 2013 - Present
3M Health Care 2005 - 2013
The Boss Group (Private Equity) 2002 - 2005
US Bancorp Piper Jaffray 1997 - 2002
The Cambridge Group 1996 - 1997
MCI 1994 - 1996
Monsanto 1992 - 1994
Skills
Mergers, Corporate Development, Strategy, Investment Banking, Product Marketing, Management Consulting, Private Equity, Valuation, Corporate Finance, Strategic Consulting, Business Strategy, M, Due Diligence, Medical Devices, Competitive Analysis, Cross-functional Team..., Acquisition Integration, Acquisitions, Business Development, Finance, Management, Mergers & Acquisitions, Start-ups, Strategic Planning, Business Planning, International Business, Global Marketing, Marketing Strategy, Global Business..., Healthcare Industry, Marketing Management, Executive Management, Product Launch, Market Development
Education
JL Kellogg Graduate School of Management, Northwestern University 2004 — 2006
MBA, Strategy, Marketing, Finance
Northwestern University 1988 — 1992
B.S., Industrial Engineering
Robert Rupp II's US Bancorp Piper Jaffray Experience 1992 - 2000
Job President and Chairman of the Board at Whidbey Animal Improvement Foundation
Industry Nonprofit Organization Management
Experience
Whidbey Animal Improvement Foundation (WAIF) May 2010 - Present
Lucid Advisors, Inc. 2000 - Present
US Bancorp Piper Jaffray 1992 - 2000
Helsell Fetterman LLP 1990 - 1992
AT&T July 1983 - June 1990
Skills
Finding Common Ground,..., Leadership, Executive Management, Marketing
Education
University of Washington 1978 — 1981
Doctor of Law (JD) and MBA, Contracts and Finance
University of Minnesota-Twin Cities 1967 — 1970
BA-Summa Cum, Economics
Whidbey Animal Improvement Foundation (WAIF) May 2010 - Present
Lucid Advisors, Inc. 2000 - Present
US Bancorp Piper Jaffray 1992 - 2000
Helsell Fetterman LLP 1990 - 1992
AT&T July 1983 - June 1990
Skills
Finding Common Ground,..., Leadership, Executive Management, Marketing
Education
University of Washington 1978 — 1981
Doctor of Law (JD) and MBA, Contracts and Finance
University of Minnesota-Twin Cities 1967 — 1970
BA-Summa Cum, Economics
Mark Grotte's US Bancorp Piper Jaffray Experience March 2000 - December 2002
Job President and Owner Mathnasium Lakeville & Mathnasium Savage
Industry Education Management
Experience
Mathnasium Lakeville & Savage October 2009 - Present
Wells Fargo Investments December 2002 - July 2009
US Bancorp Piper Jaffray March 2000 - December 2002
Aetna Financial Services August 1998 - March 2000
Piper Capital Management June 1988 - June 1998
Edward D Jones October 1983 - June 1988
Nalco Chemical Company March 1982 - September 1983
US Army Corps of Engineers June 1976 - March 1982
Skills
Program Management, Strategic Planning, Team Building, Leadership Development, Business Strategy, Management Consulting, Start-ups, Wealth Management, Strategy, Financial Services, Analysis, Sales, Team Leadership, Risk Management, Leadership, Operations Management, Project Planning, Process Improvement, Management, Cross-functional Team...
Education
United States Military Academy at West Point 1972 — 1976
BS, Engineering Mechanics
Mathnasium Lakeville & Savage October 2009 - Present
Wells Fargo Investments December 2002 - July 2009
US Bancorp Piper Jaffray March 2000 - December 2002
Aetna Financial Services August 1998 - March 2000
Piper Capital Management June 1988 - June 1998
Edward D Jones October 1983 - June 1988
Nalco Chemical Company March 1982 - September 1983
US Army Corps of Engineers June 1976 - March 1982
Skills
Program Management, Strategic Planning, Team Building, Leadership Development, Business Strategy, Management Consulting, Start-ups, Wealth Management, Strategy, Financial Services, Analysis, Sales, Team Leadership, Risk Management, Leadership, Operations Management, Project Planning, Process Improvement, Management, Cross-functional Team...
Education
United States Military Academy at West Point 1972 — 1976
BS, Engineering Mechanics
Dana Effertz's US Bancorp Piper Jaffray Experience February 2002 - November 2002
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC August 2010 - Present
RIVERSOURCE DISTRIBUTORS, INC October 2006 - April 2010
AMERIPRISE TRUST COMPANY June 2004 - October 2006
AMERIPRISE FINANCIAL ADVISORS, INC September 2003 - May 2004
U.S. BANCORP PIPER JAFFRAY February 2002 - November 2002
Private Advisory Services January 2000 - February 2002
DELPHI FINANCIAL CORPORATION August 1997 - January 2000
TRANSAMERICA FINANCIAL SERVICES March 1997 - July 1997
Skills
Investments, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Retirement, Portfolio Management, Saving for Education, Series 7, Financial Advisory, Mutual Funds, IRAs, Fixed Annuities, Investment Strategies, Securities, Motivation, Investment Advisory, ETFs
Education
University of St. Thomas - Opus College of Business 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
VALIC August 2010 - Present
RIVERSOURCE DISTRIBUTORS, INC October 2006 - April 2010
AMERIPRISE TRUST COMPANY June 2004 - October 2006
AMERIPRISE FINANCIAL ADVISORS, INC September 2003 - May 2004
U.S. BANCORP PIPER JAFFRAY February 2002 - November 2002
Private Advisory Services January 2000 - February 2002
DELPHI FINANCIAL CORPORATION August 1997 - January 2000
TRANSAMERICA FINANCIAL SERVICES March 1997 - July 1997
Skills
Investments, Wealth Management, Asset Allocation, Uniform Combined State..., Retirement Planning, Retirement, Portfolio Management, Saving for Education, Series 7, Financial Advisory, Mutual Funds, IRAs, Fixed Annuities, Investment Strategies, Securities, Motivation, Investment Advisory, ETFs
Education
University of St. Thomas - Opus College of Business 1999 — 2003
MBA, Corporate Finance
Minnesota State University, Moorhead 1989 — 1994
BS, Finance
Ryan Harmsen's US Bancorp Piper Jaffray Experience 2000 - 2003
Job Business Operations Analyst at US Bank
Industry Banking
Experience
US Bank July 2011 - Present
US Bank May 2007 - July 2011
US Bancorp Piper Jaffray 2000 - 2003
Skills
Banking, Credit, Portfolio Management, Risk Management, Process Improvement, Securities, Relationship Management, Business Analysis, Financial Services, Retirement Planning
Education
Dakota County Technical College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Accounting
St. John's University 1993 — 1995
US Bank July 2011 - Present
US Bank May 2007 - July 2011
US Bancorp Piper Jaffray 2000 - 2003
Skills
Banking, Credit, Portfolio Management, Risk Management, Process Improvement, Securities, Relationship Management, Business Analysis, Financial Services, Retirement Planning
Education
Dakota County Technical College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Accounting
St. John's University 1993 — 1995
Suzanne Updike's US Bancorp Piper Jaffray Experience November 2001 - September 2003
Job Communications Manager at MN.IT Services
Industry Design
Experience
MN.IT Services (formerly Office of Enterprise Technology) August 2008 - Present
US Bancorp Piper Jaffray November 2001 - September 2003
Courage Center 1996 - 2000
Skills
Graphic Design, Marketing Communications, Branding, Web Design, Marketing Strategy, Project Management, Newsletters, Copywriting, Photography, Direct Mail, Advertising, Graphics, Email Marketing, Online Marketing, Digital Marketing, Brand Development, Branding, Adobe Creative Suite, Social Media
Education
Bemidji State University 1992 — 1996
BS, Technical Illustration / Graphic Design
Benson High School, Omaha NE 1969 — 1971
MN.IT Services (formerly Office of Enterprise Technology) August 2008 - Present
US Bancorp Piper Jaffray November 2001 - September 2003
Courage Center 1996 - 2000
Skills
Graphic Design, Marketing Communications, Branding, Web Design, Marketing Strategy, Project Management, Newsletters, Copywriting, Photography, Direct Mail, Advertising, Graphics, Email Marketing, Online Marketing, Digital Marketing, Brand Development, Branding, Adobe Creative Suite, Social Media
Education
Bemidji State University 1992 — 1996
BS, Technical Illustration / Graphic Design
Benson High School, Omaha NE 1969 — 1971
Claudia Cole Meek's US Bancorp Piper Jaffray Experience January 1999 - July 2000
Job Looking for a great company to work for!
Industry Accounting
Experience
Unemployed & looking for work August 2000 - Present
Sticks, Inc January 2000 - August 2009
U.S. Bancorp Piper Jaffray January 1999 - July 2000
Sysco Food Services of Iowa January 1983 - September 1998
Continental Fiberglass January 1979 - September 1983
Education
DMACC 2011 — 2011
Simpson College 1973 — 1977
B. A, Sociology
Unemployed & looking for work August 2000 - Present
Sticks, Inc January 2000 - August 2009
U.S. Bancorp Piper Jaffray January 1999 - July 2000
Sysco Food Services of Iowa January 1983 - September 1998
Continental Fiberglass January 1979 - September 1983
Education
DMACC 2011 — 2011
Simpson College 1973 — 1977
B. A, Sociology
Cyndy Ranzau's US Bancorp Piper Jaffray Experience January 2000 - January 2001
Job Selfemployed Copy Editor
Industry Writing and Editing
Experience
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Matthew Liggett's US Bancorp Piper Jaffray Experience June 2002 - November 2003
Job Derivatives Trader
Industry Financial Services
Experience
Advantage Futures, LLC. July 2007 - Present
Ferdinand Capital, LLC. January 2004 - June 2007
U.S. Bancorp Piper Jaffray June 2002 - November 2003
Skills
Derivatives, Equities, Options, Capital Markets, Trading, Portfolio Management, Securities, Valuation, Commodity, Finance, Investment Management, Proprietary Trading, Investments, Hedge Funds, Financial Markets, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Dual Concentration: Finance, Entrepreneurship, 3.98/4.0 GPA
Marquette University 1998 — 2002
B.S., Business Administration, Finance, Information Technology (MIS)
Advantage Futures, LLC. July 2007 - Present
Ferdinand Capital, LLC. January 2004 - June 2007
U.S. Bancorp Piper Jaffray June 2002 - November 2003
Skills
Derivatives, Equities, Options, Capital Markets, Trading, Portfolio Management, Securities, Valuation, Commodity, Finance, Investment Management, Proprietary Trading, Investments, Hedge Funds, Financial Markets, Fixed Income
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2015
Master of Business Administration (MBA), Dual Concentration: Finance, Entrepreneurship, 3.98/4.0 GPA
Marquette University 1998 — 2002
B.S., Business Administration, Finance, Information Technology (MIS)
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial