Jeffery Sandefur
Chanhassen,United States
Summary
Dynamic equity capital markets professional with 14+ years Healthcare sector experience, including sales, trading and banking. Persuasive communicator with proven record of success under pressure.
Overview
30
30
years of professional experience
Work History
Sales Trader/Managing Director
Piper Sandler
01.2021 - 03.2024
- Transitioned from Equity Trader to Sales Trader when Piper Sandler merged with Weeden & Co. and closed its Minneapolis equity trading floor.
- Started sales trading 2 months before the pandemic shut down and grew revenue from $73,000 to $1.8M in 3 years through cold calling.
- Identified opportunity and facilitated transfer of 10b5-1 Restricted Stock Plan for multi-billion dollar Fortune 500 company, generating millions in annual commissions.
- Generated largest number of restricted stock transactions across Piper Sandler's trading platform.
Equity Trader/Managing Director
Piper Jaffray & Co
04.1997 - 01.2021
- Lead Healthcare trader for 15+ years. Also traded Technology, Retail and Banking sectors, and consistently increased revenue and firm visibility in every sector traded.
- Lead capital markets trader for all lead left IPOs, secondary offerings and PIPE transactions. Successfully managed everything from setting opening price to stabilizing deal in the secondary market.
- Included as capital markets expert when pitching most Healthcare banking deals.
- Developed strong industry relationships with Healthcare analysts and market makers to facilitate advantageous trade opportunities.
- Produced daily pre-market note containing general market commentary and specific insights on potential market opportunities which was distributed firm wide.
- Mentored junior team members in effective trading strategies and relationship-building tactics, fostering a collaborative work environment.
Vice President/Head of Listed Trading
OLDE Discount Corporation
02.1994 - 02.1998
- Developed and oversaw Listed Trading desk including, supervising team of 5 traders.
- Responsible for complying with all state and federal securities rules and regulations.
- Successfully grew Listed Trading revenue by 50% or more for 4 straight years.
- Spearheaded organizational restructuring initiatives, streamlining operations and reducing overhead costs.
Education
Bachelor of Arts - Finance
Michigan State University
East Lansing, MI05.1991
Skills
- 30 years equity trading and sales trading experience
- 15 years Healthcare sector experience
- Series 7, 63, 24(lapsed) and 55(lapsed) licensed
- Proficient with Bloomberg, Refinative, Fidessa, Thompson Reuters, NASDAQ Capital Markets Systems, Excel and Microsoft 365
- Excellent relationship and team building skills
- Thrive in fast moving, high pressure environments
Industry Associations
Minnesota Securities Dealers Association, Minneapolis, MN
- President, 2022-2023
- Board Member 2019-2022
Timeline
Sales Trader/Managing Director
Piper Sandler
01.2021 - 03.2024
Equity Trader/Managing Director
Piper Jaffray & Co
04.1997 - 01.2021
Vice President/Head of Listed Trading
OLDE Discount Corporation
02.1994 - 02.1998
Bachelor of Arts - Finance
Michigan State University
Similar Profiles
Mark BechtholdMark Bechthold
Analyst at DBO Partners - Piper SandlerAnalyst at DBO Partners - Piper Sandler
Sarah WolfredSarah Wolfred
Public Finance Investment Banking Associate at Piper Sandler & Co.Public Finance Investment Banking Associate at Piper Sandler & Co.
AMBER BUCKNERAMBER BUCKNER
Executive Director of Operations at ZP Group | Parent Company of Piper Companies & Zachary Piper SolutionsExecutive Director of Operations at ZP Group | Parent Company of Piper Companies & Zachary Piper Solutions