A.G. Edwards & Sons, Inc.
A.G. Edwards & Sons, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at A.G. Edwards & Sons, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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A.G. Edwards & Sons, Inc. Employees
Edward Jones January 2001 - Present
A.G. Edwards & Sons, Inc. December 1998 - January 2001
BASF June 1994 - September 1998
Skills
Retirement Planning, Wealth Management, Retirement, Mutual Funds, Investments, Investment Advisory, Asset Allocation, Fixed Annuities, Investment Strategies, Estate Planning, Portfolio Management
Education
University of Missouri-Columbia 1990 — 1994
Bachelor of Science (BS), Agricultural Economics
JEA August 2003 - Present
A.G. Edwards & Sons, Inc. July 2000 - October 2002
Jacksonville Transportation Authority March 1996 - July 2000
Matra Transport (A Siemens Company) March 1990 - November 1995
Skills
Analytics, Data Analysis, Energy, Smart Grid, Data Management, Smart Metering, Energy Management, Energy Efficiency, Renewable Energy, Power Generation, Program Management, Energy Policy, Demand Response, Project Management, Solar Energy, Electric Power, Association of Energy..., Electrical Engineering, Electricians, AMI, Alternative Energy, Power Distribution, Engineering, Demand-side Management, Energy Conservation, Electricity Markets, Water, Electricity, Power Systems, Energy Audits, Wind, Power Plants, Sustainability, Testing, Energy Markets, Photovoltaics, Automation, NERC, Engineering Management
Education
University of Missouri-Rolla 1986 — 1987
Master of Science, Electrical Engineering
University of Missouri-Rolla 1980 — 1985
Bachelor of Science, Electrical Engineering
Express Scripts December 2012 - Present
Express Scripts September 2011 - December 2012
Express Scripts December 2008 - October 2011
Wells Fargo Advisors July 2007 - December 2008
A.G. Edwards & Sons, Inc. April 1999 - July 2007
BJC HealthCare 1993 - 1999
Computer Task Group 1992 - 1993
Price Waterhouse Management Consultants 1989 - 1992
Affinitec 1985 - 1989
Skills
Vendor Management, Process Improvement, Project Management, Management, SDLC, Leadership, Business Analysis, Contract Negotiation, IT Management, Project Planning, Enterprise Architecture, Information Technology, IT Strategy, Cross-functional Team..., Integration, Program Management, PMP
Education
University of Missouri-Saint Louis 1985 — 1987
Bachelors of Science, Computer Science
Weiss Insurance July 2006 - Present
A.G. Edwards & Sons, Inc. 2002 - 2006
Skills
Homeowners, Insurance, Health Insurance, Property & Casualty..., Workers Compensation, Legal Liability, Life Insurance, Fixed Annuities, Professional Liability, Training, Marketing, Retirement Planning, Brokers, Customer Service
Education
University of Missouri-Saint Louis 1995 — 1999
BSBA, Finance
Raymond James & Associates June 2004 - Present
A.G. Edwards & Sons, Inc. 1992 - July 2004
Dean Witter Reynolds 1989 - 1992
Skills
Retirement Planning, Investments, Retirement, Financial Advisory, Strategic Planning, Securities, Trading, Finance, Wealth Management, Asset Allocation, FINRA, Long-term Care, Stock Market, ETFs, Variable Annuities, Fixed Annuities, Trade Finance, Municipal Bonds, Surety Bonds, High Net Worth..., Convertible Bonds, Stock Management, Stock Trading, Financial Analysis, Corporate Finance, Managerial Finance, Personal Finance, Retirement Plan..., Retirement Savings, 401k, 401k Rollovers, Long Term Care Insurance, Social Security, Money Management, Money Market, Money Transfers, Asset Management, Fixed Asset Management, Asset Protection, Asset Based Lending, Stocks, Stock Exchange, Stock Control, Stock Picking, Debt & Equity Financing, Portfolio Management, Life Insurance, Anti Money Laundering, Managed Money, Market Risk
Education
University of New Orleans
Bachelor of Science (B.S.), Finance
Belaire High School- Baton Rouge, LA
General Studies
FT Research July 2006 - Present
VTraderPro, LLC. February 2009 - August 2012
Fusion Asset Management, LLC August 2006 - July 2012
A.G. Edwards & Sons, Inc. October 1996 - August 2006
Skills
Credit, Bonds, Investments, FINRA, Technical Analysis, Derivatives, Management, Trading, Equities, Wealth Management, Financial Risk, ETFs, Asset Management, Alternative Investments, Securities, Capital Markets, Entrepreneurship, Options, Financial Modeling, Series 63, Asset Managment, Commodity, Investment Advisory, Hedge Funds, Business Valuation, New Business Development, Portfolio Management, Equity Derivatives, Trading Strategies, Fixed Income, Investment Strategies, FX Options, Financial Markets, Market Research, Trading Systems, Proprietary Trading, Private Equity, Hedging, Strategic Financial..., Financial Analysis, Bloomberg, Currency, Stocks, Mutual Funds, Series 7, Investment Management, Research, Valuation, FX trading, Retirement Planning
Education
NYIF- New York Institute of Finance 2008 — 2009
Options and Derivatives Pricing
University of Nevada-Reno 1979 — 1987
Business and Mining Engineering
Rancho View
Greenway Health September 2014 - Present
TimeShare Adventures, Inc. March 2004 - September 2014
Allstate Financial November 2001 - March 2004
A.G. Edwards & Sons, Inc. November 2000 - October 2001
Industries Training Corporation August 1999 - November 2000
Raymond James Financial Inc. July 1998 - August 1999
Sterling Holdings, Inc. February 1997 - July 1998
Proven Edge, Inc. January 1996 - February 1997
Skills
Accounting, Analysis, Business Development, Team Building, Financial Reporting, Time Management, Financial Accounting, Financial Analysis, Operations Management, Process Improvement, Payroll, Payroll Taxes, General Ledger, Accounts Receivable, Accounts Payable, Account Reconciliation, Budgets, Forecasting, Auditing, Internal Controls, GAAP, Data Analysis, Hiring, Employee Training, Employee Benefits, Managing Database, Customer Acquisition, Customer Service..., Sales, Microsoft Excel, Crystal Reports, QuickBooks, Microsoft Office, Microsoft Word
Education
J.E. McAteer
University of South Florida
Bachelor of Science (B.S.), Accounting
Microsoft January 2015 - Present
Microsoft 2007 - 2014
Microsoft 2005 - 2006
Microsoft 2004 - 2005
Microsoft 2003 - 2004
Microsoft 2001 - 2003
Microsoft 1999 - 2001
Citicorp Mortgage May 1998 - May 1999
A.G. Edwards & Sons, Inc. May 1996 - August 1997
Skills
Cross-group..., Program Management, SDLC, Software Project..., Product Planning, Cross-functional Team..., Enterprise Software, Agile Project Management, Management, Business Process..., Cloud Computing, Product Management, Software Development, Agile Methodologies, Strategy, Testing
Education
University of Missouri-Columbia, College of Business
Bachelor's Degree, Business Administration and Management, General, Minor in Computer Science
Trinity Missions February 1989 - Present
St. Joseph Catholic Church, Ft. Michell, AL June 1984 - September 1988
A.G. Edwards & Sons, Inc. September 1978 - February 1984
Skills
Fundraising, Stewardship, Board Development, Planned Giving, Public Speaking, Philanthropy, Alumni Relations, Event Planning, Leadership Development, Prospect Research, Non-profit Board..., Copy Editing, Copywriting, Staff Development, Staff Management, Grants, Volunteer Management, Major Gift Development, Program Development, Annual Fund, Donor Management, Board Relations, Donor Recognition, Non-profit..., Major Gift Campaigns, Campaign Strategies
Education
Washington Theological Union 1991 — 2001
MA, Theology
University of Saint Mary 1970 — 1974
BA, English, Philosophy
Benjamin F. Edwards & Co. March 2014 - Present
Wells Fargo Advisors January 2008 - March 2014
A.G. Edwards & Sons, Inc. September 2001 - January 2008
Skills
Asset Allocation, Investments, Securities, Retirement Planning, Finance, Series 7, Financial Services, Investment Strategies, FINRA, Financial Planning
Education
University of New Hampshire 1987 — 1990
Associate of Science (A.S.), Business Administration, Management and Operations
Dell November 2014 - Present
AMD January 2014 - June 2014
CZDesigns June 2010 - March 2013
Ameren 2005 - 2010
A.G. Edwards & Sons, Inc. 2000 - 2005
Skills
Space-planning, Space planning, Interior Design, AutoCAD, Furniture, Facilities Management, Construction Drawings, Move Management, Renovation, FF&E, Project Management, Drawing, Management, Construction Management, Contract Negotiation, Construction, Submittals, Budgets, Negotiation, Interior Architecture, Corporate Real Estate, Space Planning
Education
University of Missouri - Columbia
B.S. Interior Design & Environmental Studies, Interior Design
University of Missouri-Columbia
Bachelor of Science, Environmental Studies / Interior Design
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Advisors November 2008 - July 2011
A.G. Edwards & Sons, Inc. September 2006 - November 2008
A.G. Edwards & Sons, Inc. March 2005 - July 2007
A.G. Edwards & Sons, Inc. March 2003 - March 2005
A.G. Edwards & Sons, Inc. February 2001 - March 2003
A.G. Edwards & Sons, Inc. June 1997 - January 2001
May Merchandising Company June 1993 - May 1997
Central Hardware Inc. May 1990 - June 1993
A.G. Edwards & Sons, Inc. January 1987 - May 1990
Skills
DB2, COBOL, ETL, Oracle, Unix, SQL, Teradata, Microfocus, Datastage 8.1, Informatica, Informix, Perl, Testing, Mainframe, Software Development
Education
University of Missouri-Saint Louis 1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior, Management Information Systems, General
Tucker Rocky Distributing June 2014 - Present
Crestmarc Residential August 2013 - Present
The Home Depot July 2012 - December 2013
Villasport Club and Spa September 2009 - March 2012
Ramada Inn January 2010 - August 2010
Powell Havins Financial Services November 2003 - June 2006
A.G. Edwards & Sons, Inc. 1999 - 2001
First Southwest Company, San Antonio, Texas March 1993 - August 1999
Skills
Customer Service, Outlook, Microsoft Word, Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Inventory Management, Process Scheduler, Telephone Skills, Time Management, Events Coordination, Data Entry, Typing, Purchasing, Sales Operations, Office Management, Administration, Spreadsheets, Supervisory Skills, Administrative...
Education
University of Phoenix 2004 — 2006
Associate's degree in Business, Business Administration and Management, General
Wells Fargo Advisors, LLC 1998 - Present
A.G. Edwards & Sons, Inc. 1998 - 2008
United Automotive Distributors, Inc. 1972 - 1997
US Army 1970 - 1972
Skills
Retirement Planning, Investments, Financial Analysis, Financial Advisory, Fixed Income, Securities, Insurance, Variable Annuities
Education
University of Missouri-Columbia 1964 — 1970
MBA and Bachelor's degree, Business Administration and Management, General
Halt Medical Inc. January 2015 - Present
Halt Medical Inc. November 2013 - December 2014
Halt Medical Inc. November 2012 - November 2013
Kinetic Concepts July 2011 - December 2012
Conceptus, Inc. September 2008 - September 2011
Olympus Gyrus ACMI June 2007 - September 2008
Apple Medical Corporation November 2005 - June 2007
B.A. Barnhart & Associates (Wachovia Securities Financial Network) April 2003 - November 2005
A.G. Edwards & Sons, Inc. October 1998 - April 2003
Skills
Selling, Medical Devices, Capital Equipment, Urology, Sales Operations, Hospitals, Selling Skills, Surgeons, Operating Room, Market Development, Cold Calling, Sales Force Development, Disposables, Surgery, Gynecology, Wound Care, Medical Sales, Product Launch, Strategy, Business Development, Surgical Instruments, Pharmaceutical Sales, CRM, Training, Clinical Research, Sales, OB/GYN, Orthopedic, General Surgery, Cardiology, New Business Development, Vascular, Sales Process, Interventional Radiology, Managed Care, Product Development, Sales Presentations, Healthcare, Sales Effectiveness, FDA, Medicine
Education
Saint Louis University 1994 — 1996
Bachelor of Arts (BA), Psychology
University of Missouri-Columbia 1992 — 1994
Bachelor of Arts (B.A.), Psychology
OPI Products, Inc. September 2015 - Present
Zale Division of Sterling May 2014 - May 2015
Sally Beauty Holdings February 2008 - May 2014
Beauty Systems Group February 2008 - June 2008
Loreal / salon centric August 2006 - February 2008
A.G. Edwards & Sons, Inc. 1998 - 2006
Walmart June 1996 - June 1998
Skills
Beauty Industry, Merchandising, Sales, Sales Management, Product Launch, Budgets, Team Building, Leadership, Negotiating, Assortment, Hair Care, New Product Ideation, Communication, Brand Development, Retail, Account Management, Management, Negotiation, Marketing, Brand Management, Competitive Analysis, Visual Merchandising, Market Research, Forecasting, Pricing, Inventory Management, Marketing Strategy, Product Development, Training, Purchasing, Customer Service, Advertising, Planograms, Profit, Trend Analysis, Cross-functional Team..., Trade Shows, E-commerce, Business Planning, Coaching, Vendor Relations, Relationship Building, Team Leadership, Field Development, Strategic Planning
Education
University of Phoenix 2003 — 2005
Bachelor, Business Management
brandon high school 1993 — 1995
Wells Fargo Advisors August 2000 - Present
A.G. Edwards & Sons, Inc. August 2000 - October 2007
Skills
Requirements Gathering, Enterprise Architecture, Security, Business Analysis, Vendor Management, Program Management, SQL, Process Improvement, SDLC, Leadership, SharePoint, Visio, IT Management, Information Technology, Disaster Recovery, Data Warehousing, Risk Management, Integration, Software Development, Cross-functional Team..., Requirements Analysis, Project Management, Oracle
Education
Vatterott College 1998 — 1999
Degree Plus Program, Project Management, Application Development, Database Administration
University of Missouri-Columbia, College of Business 1987 — 1991
The Northern Trust Company September 2002 - Present
A.G. Edwards & Sons, Inc. January 1998 - September 2002
Blunt & Schum 1989 - 1998
Skills
Wealth Management, High Net Worth..., Trusts, Estate Planning, Financial Services, Asset Management, Risk Management, Banking, Investments, Portfolio Management, Private Banking, Securities, Management, Wealth, Mutual Funds, Wealth Management..., Asset Allocation, Retirement Planning, Series 7, Investment Management, Investment Advisory, Trust Services, Equities, Investment Strategies, Series 63, Financial Planners, IRAs, Finance
Education
University of Phoenix 2007 — 2009
Associate of Arts (A.A.), Business Administration and Management, General, 4.0
Florida Graduate Trust school 2004 — 2006
Trust Administration
Schmitt ProfiTools, Inc. May 2013 - October 2014
Griffin Brothers Airduct and Carpet Cleaning December 2001 - February 2006
A.G. Edwards & Sons, Inc. November 1999 - November 2001
NaviSys Outsourcing Solutions April 1999 - October 1999
Vanliner Insurance Company August 1997 - June 1999
Maritz January 1997 - July 1997
Washington State Department of Transportation June 1995 - December 1996
Windermere Real Estate March 1993 - November 1993
Washington State Department of Labor and Industries August 1992 - February 1993
Frank Russell, Inc (Finance) September 1991 - August 1992
Skills
Project Management, Databases, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Microsoft Project, Team Leadership, IT Management, IT Operations, Testing, SQL, Photoshop, Full SDLC, Project Planning, IT Project & Program..., Technical Project..., SDLC, Agile & Waterfall..., IT Project Lifecycle, Business Analysis, User Acceptance Testing, Test Cases, MySQL, PHP, PhpMyAdmin, WAMP, CSS, Microsoft SQL Server, Access, Relational Databases, Relational Data Modeling
Education
University of Missouri-Columbia 1975 — 1979
Bachelor of Business Administration (B.B.A.), Marketing
University of Missouri-Columbia 1975 — 1979
Bachelor of Science (B.S.), Marketing
Mendix August 2012 - Present
Harpoon Brewery January 2011 - August 2012
Bain Capital November 2010 - January 2011
Crothall Services Group May 2010 - September 2010
Xpert Financial June 2009 - August 2009
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
New Business Development, Enterprise Software, Sales, Account Management, Solution Selling, SaaS, Life Science Industry, Lead Generation, Cloud Computing, Salesforce.com, Clinical Research, Pharmaceutical Industry, Construction, Home Builders, Molecular Diagnostics, Agile Methodologies, Web Applications, Start-ups, Mobile Applications, Direct Sales, CTMS, Strategic Prospecting, LIMS, Compliance, Long-term Customer..., Sandler
Education
University of Pennsylvania
Bachelor of Arts
St. Paul's School
High School (Concord, NH)
Shady Hill
Brockmeier Financial Services, LLC an independent firm July 2009 - Present
Raymond James July 1999 - July 2009
A.G. Edwards & Sons, Inc. 1997 - 1999
Investor Services 1995 - 1997
Edward Jones 1993 - 1995
Edward Jones 1982 - 1993
Skills
Wealth Preservation, Fee-based Investment..., Portfolio Management, Retirement Planning, Wealth Management, Tax-advantaged..., Retirement Income..., IRA Rollover, Second Opinion..., Business Owner Exit..., Strategic Financial..., Risk Management, Estate Planning, Investment Advisory, Asset Management, Financial Modeling, Bond Portfolio Stress...
Education
University of Missouri-Saint Louis 1972 — 1974
Bachelor's Degree, Business Administration and Management, General
Revere Securities February 2011 - Present
A.G. Edwards & Sons, Inc. 2000 - 2003
Fechtor, Detwiler & Co., Inc January 1990 - 2000
Skills
Accounting, Management Consulting, Marketing Strategy, Money Management
Education
University of Southern California 1983 — 1986
BS-Accounting, Business
New Hampshire College 1981 — 1983
transferred, Business
Wells Fargo Advisors, LLC July 2015 - Present
Wells Fargo Advisors, LLC January 2014 - June 2015
Wells Fargo Advisors, LLC September 2012 - December 2013
Wells Fargo Advisors, LLC January 2011 - August 2012
Financial Services Wirehouse September 2007 - January 2011
A.G. Edwards & Sons, Inc. April 2005 - September 2007
Skills
Investments, Financial Services, Finance, Financial Analysis, Financial Advisory, Asset Allocation
Education
University of Missouri-Saint Louis 2004 — 2006
Business Administration, Finance
Stifel Financial Corp. March 2015 - Present
Larson Financial Group, LLC August 2013 - March 2015
Larson Financial Group, LLC May 2011 - August 2013
Wells Fargo Adviosrs March 2010 - May 2011
Wachovia Securities October 2007 - March 2010
A.G. Edwards & Sons, Inc. March 2005 - January 2010
Edward Jones January 2000 - March 2005
Prudential Securities November 1998 - December 1999
FFP Securities Inc. August 1996 - October 1998
Skills
FINRA, Series 24, Asset Management, Investments, AML, FINRA Series 7, FINRA Series 9, FINRA Series 10, FINRA Series 65, FINRA Series 63, FINRA Series 3, Missouri Life and..., Series 7, Asset Managment, Life & Health Insurance..., Mutual Funds, Series 63, Fixed Annuities, Wealth Management, Risk Management, Retirement, Estate Planning, Retirement Planning, Financial Planners, Strategic Financial..., Investment Advisory, Securities, Series 65, Alternative Investments, Equities, Financial Services, Uniform Combined State..., Fixed Income, Securities Regulation, Life Insurance, Portfolio Management, Hedge Funds, Asset Allocation, 401k, Financial Planning
Education
University of Missouri-Columbia 1987 — 1989
Political Science and Government
Murphy Business & Financial Corporation 2015 - Present
Exeter Finance Corp 2011 - 2014
Exeter Finance Corp 2009 - 2011
Sixth Gear Solutions 2007 - 2009
Santander Consumer USA Inc. 2004 - 2007
AmeriCredit 2001 - 2004
A.G. Edwards & Sons, Inc. 2000 - 2001
Zale 1998 - 2000
Skills
Forecasting, Data Warehousing, Finance, Budget, Credit Risk, Budgets, Risk Management, Loans, Analytics, Strategy, Analysis, Leadership, Management, Project Planning, Portfolio Management, Process Improvement, Data Analysis, Start-ups, Banking, Financial Risk, Credit, Credit Analysis, Financial Analysis, Financial Modeling, Financial Services, Loan Origination, Underwriting, Relationship Management, Consumer Lending
Education
University of North Texas 2002 — 2004
MBA, Finance
University of North Texas 1993 — 1997
Bachelor of Business Administration (BBA), Economics
Merrill Lynch September 2000 - Present
A.G. Edwards & Sons, Inc. 1997 - 2000
Publix Supermarkets 1990 - 1996
Skills
Retirement Planning, Estate Planning, Financial Planning, Strategic Financial..., Marketing, Wealth Management, Investment Advisory, Retirement, Series 63, Finance, Mutual Funds, Investments, Series 7, Asset Allocation, Financial Advisory, Investment Strategies, Wealth Management..., Wealth, 401k
Education
University of South Florida - College of Business Administration
Bachelor of Science, Marketing
Thomson Reuters July 2015 - Present
Thomson Reuters September 2005 - Present
Thomson Reuters November 2009 - July 2010
A.G. Edwards & Sons, Inc. August 2003 - September 2005
Flagstone Capital Management August 2002 - August 2003
Skills
Investments, Salesforce.com, Account Management, Financial Markets, Customer Service, Cold Calling, Forecasting, New Business Development, Microsoft Office, Analytics, Financial Analysis, Market Research, Hedge Funds, Lead Generation, Customer Relations, Negotiation, Customer Satisfaction, Thomson One, Funding, Excel, Contract Negotiation, PowerPoint, Budgeting, Analysis, Fundraising, Billing, Team Building, Word, Contract Management, Research, Market Data, Securities, Microsoft Word, Management, Microsoft Excel, Thompson One, Sales, Invoicing, Budgets, Business Development, Sales Operations, Strategy, Sales Management, Finance, Marketing
Education
University of Missouri-Columbia 1998 — 2002
Bachelor of Science, Marketing
University of Missouri-Columbia, College of Business 1998 — 2002
Marketing, Business
Chaminade College Preparatory School 1994 — 1998
Wells Fargo Advisors, LLC May 2009 - Present
Wachovia Securities, LLC. January 2008 - May 2009
A.G. Edwards & Sons, Inc. January 1993 - January 2008
M.L. Stern and Co. Inc. January 1987 - January 1993
Skills
Investments, Finance, Retirement Planning, Strategic Financial..., Asset Allocation, Retirement, Asset Management, Securities, Investment Advisory, Portfolio Management, Wealth Management, FINRA, Mutual Funds, Series 7, Capital Markets, Series 63, Financial Planning
Education
University of Southern California 1979 — 1984
B.S., Industrial and Systems Engineering
Los Altos High School 1975 — 1979
Holds FINRA Series 7, 9, 10, 63, 66 registrations
US Bank Private Client Group June 2011 - Present
The Commerce Trust Company August 2004 - June 2011
A.G. Edwards & Sons, Inc. July 1997 - August 2004
Skills
Retirement Planning
Education
University of Missouri-Columbia 1994 — 1996
MBA, Finance
University of Missouri-Columbia 1990 — 1994
BA, History
University of Missouri-Columbia 1990 — 1994
BA, Political Science
Anheuser-Busch InBev May 2015 - Present
Anheuser-Busch InBev January 2014 - May 2015
Anheuser-Busch July 2012 - January 2014
Anheuser-Busch January 2011 - July 2012
Anheuser-Busch, Inc. March 2007 - June 2011
A.G. Edwards & Sons, Inc. May 2005 - March 2007
Skills
Brand Management, Strategy, Cross-functional Team..., Product Development, Marketing Strategy, Management, Mergers & Acquisitions, Sales, Marketing, Retail, Business Development, Competitive Analysis, Forecasting, Integrated Marketing, Pricing
Education
Washington University in St. Louis - Olin Business School 2008 — 2010
MBA, Management, Marketing, Finance
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance
The (k) Group 2013 - Present
Rainsberger Wealth Advisors 2012 - 2013
SureAuto, Inc October 2009 - 2012
UBS August 2007 - September 2009
A.G. Edwards & Sons, Inc. May 2003 - August 2007
Paragon Associates January 2002 - March 2003
CLS Group January 2001 - December 2001
Skills
Wealth Management, Retirement, Strategic Financial..., Financial Advisory, Investment Management, Start-ups, Business Planning, Retirement Planning, Equities, Strategic Planning, Business Development, Banking, Venture Capital, Investor Relations, Financial Services, Asset Management, Investment Banking, Asset Managment, Strategy, Securities, Due Diligence, Finance, Leadership, Funding, Wealth Management..., Financial Modeling, Private Equity, Financial Analysis, Asset Allocation, Alternative Investments, Insurance, Financial Structuring, Investments, Portfolio Management, Corporate Finance, Valuation, Series 7, Mutual Funds
Education
University of Oklahoma - Price College of Business 1996 — 2000
BBA, Management Information Systems
Ada High School
Spectrum Productions, Inc. January 1988 - Present
Big Sky Community Church January 2005 - January 2007
Spectrum Entertainment Concepts, Inc. January 1983 - January 1998
A.G. Edwards & Sons, Inc. January 1989 - January 1991
Skills
AV, Event Management, Production Managment, Theatre, Live Events, Broadcast Pix, lighting, video, Trade Shows, Corporate Events, Live Sound, Lighting Design, Video, Video Production, Audio Engineering, Festivals, HD Video, Stage Lighting, Camera, Entertainment, Videography, Multimedia, Lighting, Event Planning, Production Management
Education
University of North Carolina at Greensboro 1984 — 1988
BS, Economics
Christ School
Diploma
EisnerAmper LLP 2006 - 2007
IPSA International 2003 - 2006
Yohalem Gillman & Co. 1998 - 2003
Summit Bancorporation 1996 - 1998
First Union National Bank 1995 - 1996
Dean Witter Reynolds Inc. 1994 - 1995
Magazines and More, inc 1991 - 1994
A.G. Edwards & Sons, Inc. 1982 - 1991
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Investments, Equities, Private Banking, Private Equity, Fixed Income, Hedge Funds, Employee Management, Diversified Background, Result Oriented, New Business Development, Business Services, Negotiation, Wealth Management, Strategic Partnerships, Sales
Education
University of Northern Colorado 1971 — 1975
Bachelor's degree, Communication and Media Studies
Allen Tate Realtors June 2014 - Present
HM Properties December 2013 - June 2014
A.G. Edwards & Sons, Inc March 2006 - March 2007
Allen Tate Realtors October 2003 - October 2004
A.G. Edwards February 2002 - January 2004
Skills
Marketing, Real Estate
Education
College of Charleston 1994 — 1997
BS, Psychology
The Aveda Institute
UNC-Chapel Hill
Core Real Estate Capital LLC July 2015 - Present
Consultant - Financial Services Volunteer February 2015 - July 2015
The Bishoff Financial Group June 2007 - February 2015
VE Properties LLC September 2004 - June 2007
Shore Morgan Young Innovative Wealth Solutions February 2004 - September 2004
A.G. Edwards & Sons, Inc November 2000 - February 2004
The Consulting Group of Salomon Smith Barney August 1999 - July 2000
Capital Investors Advisory Corporation December 1995 - August 1999
Ohio Attorney General Betty Montgomery April 1995 - December 1995
Telhio Credit Union April 1993 - April 1995
Skills
Retirement Planning, Strategic Financial..., Process Improvement, Customer Service, Financial Reporting, Asset Management, Financial Planning, Wealth Management, Asset Allocation, Mutual Funds, Retirement, Good written and verbal..., Relationship Building, Financial Services..., Collaborative Problem..., Compliance & Regs, eMoney Software, Wealth Preservation..., Client Relations, Investment Advisory..., Attention to Detail, Deadline Oriented, Public Speaking, Management, Leadership, Finance, Financial Services, Investments
Education
Franklin University
Bachelor’s Degree, Finance
The Ohio State University
Computer Science
Sigma Systems February 2013 - Present
SAIC 2012 - 2013
SAIC 2009 - 2012
CitiMortgage September 2003 - July 2007
A.G. Edwards & Sons, Inc. 1997 - 2003
TRI-COR Industries, Inc. 1993 - 1997
Skills
ITIL, Professional Services, Provisioning, Service Delivery, Unix, IT Service Management, Service Management, Technical Support, Vendor Management, Software Project..., 6 Sigma greenbelt, Information Security..., Client Server..., System Architecture, Enterprise Architecture, Production Assurance, Performance Management, Capacity Management, High Availability..., System Administration, Systems Management, Event Management, Routers, Network Engineering, Agile Methodologies, Business Process, Firewalls, Disaster Recovery, Security, Infrastructure, Integration, Networking, Program Management, Telecommunications, Network Security, Information Assurance, Project Management, Servers, Requirements Analysis, Troubleshooting, Cisco Technologies, Management, SDLC, Data Center, Oracle, Business Analysis, Cloud Computing
Education
University of Missouri - St. Louis 1979 — 1991
Bachelor of Science (BS), Business Administration, Management Information Systems
University of Missouri-Saint Louis
BS BA MIS, Information Technology
Raymond James Financial Inc. January 2013 - Present
Raymond James & Associates, Inc. August 2010 - June 2012
Raymond James & Associates, Inc. November 2009 - August 2010
Raymond James & Associates, Inc. September 2008 - August 2010
Raymond James & Associates, Inc. August 2004 - September 2008
A.G. Edwards & Sons, Inc. December 2001 - August 2004
Commerce Bank 1999 - 1999
Skills
Portfolio Management, Financial Analysis, Bloomberg, Stocks, Investment Management, Investment Advisory, Asset Allocation, Sales, Recruiting, Portfolio Performance..., Modern Portfolio Theory, Managing Events, Critical Thinking, Social Networking, Reading People, Client Presentation, Onboarding, Time Management, Finance, Financial Services, Training, Marketing, Business Development, Separately Managed..., Financial Markets, Wealth Management..., Series 7, Mutual Funds
Education
University of South Florida - College of Business Administration 2004 — 2008
Bachelor of Science (BS), Finance, General
FINRA
Series 7 & 66
Cornerstone Wealth Management, LLC 2009 - Present
A.G. Edwards & Sons, Inc. 1994 - 2009
Education
Tsuda Business College, Tokyo, Japan 1986 — 1986
Japanese Business Program, International Business
University of Missouri-Saint Louis
BSBA, Business Administration, Marketing Emphasis
Webster University
MBA, International Business
Home Legal Source February 2009 - August 2009
Dunhill Marketing & Insurance 2006 - 2008
7city Learning January 2007 - April 2007
Incisive Media 2005 - 2006
AIG Advisor Group January 2004 - May 2005
A.G. Edwards & Sons, Inc. October 2003 - January 2004
A.G. Edwards & Sons, Inc. July 2003 - October 2003
A.G. Edwards & Sons, Inc. June 1998 - July 2002
Education
University of Rhode Island 1993 — 1997
Bachelor of Sciences, Communications
Commerce Bank - The Commerce Trust Company December 2012 - Present
Kendall Advisory Group, LLC August 2012 - December 2012
Eclipse Capital Management, Inc. June 2010 - August 2012
Kendall Advisory Group, LLC February 2010 - June 2010
Clayton Capital Partners June 2006 - April 2009
The Fortune Group May 2002 - May 2006
A.G. Edwards & Sons, Inc. December 1997 - February 2002
A.G. Edwards & Sons, Inc. March 1994 - December 1997
A.G. Edwards & Sons, Inc. November 1989 - February 1994
Prudential Securities January 1988 - September 1989
Skills
Mergers, Corporate Finance, Private Equity, Investment Banking, Relationship Management, Business Development, Negotiation, Value-added, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Investment Management, Due Diligence, Entrepreneurship, Financial Services, New Business Development, Strategy, Management, Mergers & Acquisitions, Asset Management, Wealth Management, Executive Management, Banking, Sales, Financial Advisory, Commercial Banking, Finance, Strategic Financial..., Alternative Investments, Private Banking, Valuation, Venture Capital, Corporate Development, Asset Allocation, Securities, Capital Markets, Equities, Investment Strategies, Hedge Funds, Mutual Funds, Series 7, Credit, Fixed Income, Investment Advisory, Loans, Commercial Lending, Risk Management, Financial Structuring, Funding
Education
Washington University in St. Louis - Olin Business School 1980 — 1983
MBA, Finance
University of Missouri-Columbia, College of Business 1975 — 1979
BSBA, Finance & Banking
Kirkwood HS 1971 — 1975
Aon Hewitt March 2008 - Present
MassMutual Financial Group May 1996 - March 2008
University of California, Office of the President June 1995 - May 1996
A.G. Edwards & Sons, Inc. May 1992 - May 1995
Skills
Employee Benefits, 401k, Retirement, Team Building, Series 7
Education
University of San Francisco 1994 — 1996
Master of Arts, Sports & Fitness Management
University of Nevada-Reno 1987 — 1992
Bachelor of Science, Finance
DOWNING INVESTMENT PARTNERS, L.P., New York, NY March 2015 - Present
REF-CHEM, LLC, Odessa, Texas January 1999 - Present
STUDENT LOAN LIQUIDITY PARTNERS, Castle Rock, CO April 2008 - Present
MAIN STREET POWER COMPANY, INC. October 2013 - March 2015
GCO Education Loan Funding September 2004 - April 2007
GMAC Education Loan Funding December 2002 - September 2004
Nelnet January 1996 - September 2001
A.G. Edwards & Sons, Inc 1991 - 1995
Skills
Finance, Financial Analysis, Loans, Accounting, Strategic Planning, Management, Mergers & Acquisitions, Due Diligence, Leadership, Securitization, Investments, Capital Markets, Analysis, Executive Management, Strategy, Portfolio Management, New Business Development, Bonds, Risk Management, Credit, Financial Structuring, Business Development, Entrepreneurship, Marketing, Investment Banking, Business Strategy, Financial Modeling, Valuation, Management Consulting, Business Planning, Asset Management, Financial Risk, Securities, Trading, Corporate Finance, Sales, Start-ups, Venture Capital, Private Equity, Banking, Financial Services, Derivatives, Credit Analysis, Structured Finance, Funding, Credit Risk, Equities, Project Management, Strategic Financial..., Restructuring
Education
American University 1972 — 1975
MPA, Policy Analysis
University of Colorado Boulder 1967 — 1971
BS, Business
Midwest Trust Company of Missouri August 2012 - Present
Enterprise Bank & Trust September 2005 - August 2012
A.G. Edwards & Sons, Inc. August 1990 - September 2005
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Succession Planning, Wealth Management, Asset Allocation, Asset Managment, Portfolio Management, Investment Advisory, Mutual Funds, Securities, Investment Management, Trusts, Financial Advisory, Wealth, Certified Financial..., Financial Planning
Education
Vianney High School 1980 — 1984
University of Missouri-Saint Louis
Business Adminstration, Finance
Save-A-Lot February 2012 - Present
The Rivers Casino December 2009 - October 2010
Parx Casino (Formerly Philadelphia Park Casino) January 2007 - May 2009
Parx Casino (Formerly Philadelphia Park Casino) January 2007 - May 2009
Harrah's Entertainment June 2005 - December 2006
Merrill Lynch May 2002 - June 2004
A.G. Edwards & Sons, Inc. June 2000 - May 2002
Skills
Brand Management, Marketing Strategy, CRM, Start-ups, Analytics, Competitive Analysis, Strategy, Direct Marketing, Marketing, Financial Services, Leadership, Cross-functional Team..., Integrated Marketing, Social Networking, Budgets, Customer Service, Analysis, Management, Strategic Planning, Public Relations, Mobile Marketing, Advertising, Direct Mail, Sales
Education
University of Pennsylvania - The Wharton School 2004 — 2007
MBA, Strategy and Marketing
Washington University in St. Louis 1996 — 2000
BSBA, Finance and Accounting
Lafayette
Frontier Wealth Advisors of Raymond James May 2009 - Present
A.G. Edwards & Sons, Inc. March 2007 - May 2009
Long Beach Mortgage March 2006 - February 2007
Education
University of Missouri-Saint Louis
Robert W. Baird 2012 - Present
Wells Fargo Advisors January 2008 - March 2012
A.G. Edwards & Sons, Inc. May 1996 - January 2008
Prudential Securities, Inc. December 1993 - May 1996
Skills
Wealth Management, Portfolio Management, Retirement Planning, Estate Planning, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Investment Strategies
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts (BA), Chemistry, Industrial Relations
Redbox December 2014 - Present
Redbox January 2012 - November 2014
Redbox January 2010 - December 2011
Brown Gibbons Lang & Company July 2007 - December 2009
A.G. Edwards & Sons, Inc. June 2005 - July 2007
Skills
Analytics, Business Strategy, Project Management, Mergers & Acquisitions, Operations Management, Financial Modeling, Competitive Analysis, Investment Banking, Restructuring, Retail, Consumer Products, Data Analysis, Management, Operations Improvement, Team Leadership
Education
University of Missouri-Columbia 2000 — 2005
Bachelor’s Degree, Bachelor of Science and Business Administration – Emphasis on Finance and Banking
PNC Bank April 2015 - Present
Palm Beach Wealth Group, LLC March 2010 - April 2015
WACHOVIA BANK / WELLS FARGO March 2006 - March 2010
RAYMOND JAMES INVESTMENTS March 2002 - March 2005
Prudential Securities May 2001 - May 2002
A.G. EDWARDS & SONS, INC January 1996 - January 2001
DMG SECURITIES June 1996 - August 1996
Skills
Banking, Wealth Management, Investments, Loans, Investment Strategies, Asset, Employee Benefits, Annuities, Mortgage, Financial Planning, Financial Analysis, Insurance, Credit, Asset Management, Commercial Lending, Equities, Sales Management, Corporate Finance, Commercial Banking, Mergers, Securities, Real Estate, Customer Relations, Retail, Strategic Planning, Negotiation, Change Management, New Business Development, Account Management, Private Banking, Excel, Portfolio Management, Accounting, Management Consulting, Operations Management, Employee Relations, Retirement Planning, Fundraising, Microsoft Office, Wealth, Risk Management, Compliance, Series 7, PowerPoint, Customer Service, Word, Mutual Funds, Investment Banking, Small Business Lending, Alternative Investments
Education
Santaluces 1997 — 2001
Hign School Degree
Florida Atlantic University 1993 — 1995
Bachelor of Science, Economics
DePauw University 1991 — 1993
BS, Economics
Athene USA January 2013 - Present
Wells Fargo Home Mortgage October 2012 - January 2013
Transamerica August 2012 - September 2012
US Strategic Command via McCallie Associates, Inc. November 2010 - July 2012
Monsanto January 2008 - June 2010
Anheuser-Busch Companies, Inc. September 2006 - December 2007
A.G. Edwards & Sons, Inc. 1993 - 2006
Skills
Security Clearance, DoD, ITIL, Top Secret, Service Management, Software Engineering, SCCM, MSI, Altiris, Wise Packaging Studio, Knowledge Sharing, Test Management, Technical Support, Software Documentation, SharePoint, Informatica, Linux, Putty, WinSCP, IBM Mainframe, IBM AS/400, Windows XP, Citrix, Unix, SDLC, System Deployment
Education
University of Missouri-Columbia 1980 — 1985
BS, General Science Education
University of Missouri-Columbia
Freedom Road Financial September 2011 - Present
Greater Nevada Credit Union April 2010 - July 2011
State Farm Agent Marilyn Lewis August 2008 - March 2010
Carson City October 2006 - July 2007
A.G. Edwards & Sons, Inc. May 2006 - September 2006
Costco Wholesale June 2004 - August 2006
Skills
Time Management, Public Speaking, Marketing, Teamwork, Financial Analysis, Sales, Leadership, Social Networking, Entrepreneurship, Management, PowerPoint, Project Planning, Social Media, Microsoft Office, Facebook, Customer Service, Human Resources, Finance, Accounts Receivable, Employee Benefits, Microsoft Word, Microsoft Excel, Team Building
Education
University of Nevada-Reno
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Western Nevada College
Associate of Arts (A.A.), Genreal Studies
Nidec Motor Corporation June 2013 - Present
Nidec Motor Corporation August 2012 - June 2013
RubinBrown LLP April 2010 - August 2012
Ernst & Young September 2005 - April 2010
A.G. Edwards & Sons, Inc. May 1999 - September 2005
Skills
Internal Controls, Sarbanes-Oxley, GAAP, Sarbanes-Oxley Act, Auditing, Financial Accounting, Financial Reporting, Internal Audit, Accounting, Assurance, SEC filings, US GAAP, Financial Analysis, Account Reconciliation, Due Diligence, Financial Statements
Education
University of Missouri-Saint Louis 1997 — 2002
BS, Accounting & Management Information Systems
Wells Fargo Advisors March 2005 - Present
A.G. Edwards Trust Company FSB March 2000 - March 2005
A.G. Edwards & Sons, Inc. January 1998 - March 2000
A.G. Edwards & Sons, Inc. June 1992 - January 1998
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Arts, English
Cleary Gull September 2004 - Present
A.G. Edwards & Sons, Inc. 2000 - 2004
Skills
Valuation, Business Valuation, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, M&A experience, Investments, Financial Analysis, Venture Capital, Business Strategy, Mergers & Acquisitions, Alternative Investments, Corporate Development, Equities, Asset Management
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA, Business
University of Notre Dame 1992 — 1996
BBA, Accounting
Synchrony Financial August 2014 - Present
GE Capital September 2005 - July 2014
American Express August 2000 - August 2005
A.G. Edwards & Sons, Inc. June 1995 - August 1998
Skills
Cross-functional Team..., Segmentation, Strategy, Competitive Analysis, CRM, Marketing, Marketing Strategy, Analytics, Leadership, Management, Strategic Planning, Financial Services, Database Marketing, Portfolio Management, Credit Cards
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Marketing, Strategic Planning
Washington University in St. Louis 1991 — 1995
BSBA, Finance, Management
Wells Fargo Advisors March 2007 - Present
A.G. Edwards April 2006 - March 2007
A.G. Edwards April 2004 - March 2006
A.G. Edwards March 2003 - March 2004
A.G. Edwards & Sons, Inc. March 1993 - January 1998
Skills
Testing, Change Management, Usability Testing, Leadership, Visio, Vendor Management, Requirements Analysis, Disaster Recovery, Business Analysis, Integration, Requirements Gathering, Project Management, User-centered Design, SharePoint, Analysis, SDLC, PMP, Business Intelligence, IT Strategy, Relationship Management, Management, Software Documentation, Enterprise Architecture, Information Technology, Software Development, DB2, SOA, User Interface, Agile Methodologies, SQL, Release Management, Program Management, ITIL, Systems Analysis, Data Warehousing, Data Center, Process Improvement, Project Portfolio..., MS Project, PMO
Education
University of Missouri-Saint Louis 1980 — 1985
B.S.
Buckingham Family of Financial Services March 2005 - Present
BAM Advisor Services March 2005 - Present
A.G. Edwards & Sons, Inc. May 2003 - August 2003
Skills
Business Intelligence, SSRS, SSAS, Wealth Management, Portfolio Management, SSIS, T-SQL, Data Warehousing, Analysis Services, Microsoft SQL Server, Data Analysis, Database Design, Crystal Reports, ETL, Visual Studio, Finance, Investments
Education
University of Missouri-Columbia, College of Business 2000 — 2004
Bachelor of Science in Business Administration, Finance & Banking Major, Economics Minor
Datto, Inc. February 2015 - Present
Higher One February 2013 - February 2015
Bridge Technical Solutions February 2010 - January 2013
City of New Haven Office of Economic Development November 2009 - March 2010
RS Consulting January 2008 - May 2008
A.G. Edwards & Sons, Inc. June 2007 - August 2007
Skills
Technical Recruiting, Staffing Services, Sourcing, Talent Acquisition, Applicant Tracking..., Leadership, Consulting, Permanent Placement, Sales, Temporary Placement, Program Management, Screening Resumes, Internet Recruiting, Contract Recruitment, Screening, Management, Recruiting, Interviews, Account Management, Talent Management, Business Development, Human Resources, Temporary Staffing, Vendor Management, College Recruiting, Benefits Negotiation, Staff Augmentation
Education
University of Rhode Island - College of Business Administration 2006 — 2009
B.A., Business Administration and Management, General, 3.4/4.0
American Gas & Technology April 2014 - Present
CapitalLink360 May 2012 - April 2014
1031PropertyWatch January 2001 - April 2014
Unison Partners Inc. March 2009 - December 2010
OMNI Brokerage 2001 - 2009
Temple Securities Inc. January 1990 - 2000
A.G. Edwards & Sons, Inc. August 1982 - December 1999
Double D Realty June 1976 - December 1980
Skills
Asset Managment, Web Content Management, Investments, Real Estate, Asset Management, Investment Strategies, Portfolio Management, Securities, Private Equity, Loans, Entrepreneurship, Alternative Investments, Venture Capital, Strategic Financial..., Commercial Real Estate, Investors, Financial Advisory, Marketing, Investment Advisory, Sales, Real Estate Development, Investment Properties, Finance, Due Diligence, Series 7, Management, Brokerage, Estate Planning, Real Estate Economics, Retirement Planning, Mutual Funds, Foreclosures, Real Estate Transactions, Real Estate Financing, Wealth Management, Disposition, Property, Financial Services, Mergers & Acquisitions, Series 63, IRAs
Education
University of Oregon 1978 — 1980
BS, Finance
Urban League of Greater Atlanta- Young Professionals, Atlanta, GA August 2012 - May 2013
Keller Williams Realty St. Louis November 2008 - July 2012
AT&T August 2003 - November 2008
U.S. Bank September 2001 - August 2003
A.G. Edwards & Sons, Inc. May 1998 - August 2001
A,G, Edwards & Sons, Inc May 1995 - May 1998
Skills
Investment Properties, REO, Investors, Real Estate, Leadership, Residential Homes, Sellers, Property, Investments, Marketing, Banking, Finance, Financial Analysis, Brokerage, Sales, Logistics, Procurement, Supply Chain Management, Consulting, Government Laws &..., Legal Compliance, Management, Team Building, Contract and Negotions, Customer Service, Supervisory Experience, Telecommunications, Telemarketing, HUD, HUD Foreclosures, Investment Management, Selling, Buyers, Referrals
Education
University of Missouri-Saint Louis
Bachelor of Science, Public Administration & Policy
University of Missouri-Saint Louis
Bachelor of Science, Criminal Justice
Maritz Holdings, Inc. January 2011 - Present
Furniture Brands International 2008 - January 2011
Sigma-Aldrich Corporation 2002 - 2008
A.G. Edwards & Sons, Inc. 1989 - 2002
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Forecasting, Financial Reporting, CPA, Payroll, Budgets, Strategic Planning, General Ledger, Cost Accounting, Variance Analysis, Tax
Education
University of Missouri-Saint Louis 1986 — 1990
BSBA, Accounting
St. Louis University High School 1982 — 1986
Fiduciary Advisors, Inc. 2002 - Present
A.G. Edwards & Sons, Inc. 2000 - 2002
RubinBrown LLP 1998 - 2001
Boatman's Bank 1996 - 1998
Skills
401k, Pensions, Retirement, Profit Sharing, ERISA, Defined Benefit, Mutual Funds, Portfolio Management, Investments, Qualified Retirement..., Investment Management, Retirement Planning, Asset Allocation, Due Diligence, Financial Analysis
Education
University of Missouri-Saint Louis 1993 — 1999
Business Administration, Finance
Enterprise Holdings, Inc June 2004 - Present
A.G. Edwards & Sons, Inc January 2001 - May 2004
Systems Consultants, Inc December 1999 - January 2001
Hubbard Street Dance February 1996 - October 1999
Getty's Group January 1994 - January 1996
Northlight Theatre January 1991 - January 1994
Pegasus Players January 1990 - January 1991
Halsted Theatre Center January 1988 - January 1990
Apollo Theatre January 1986 - January 1988
Education
DePaul University
Certification
University of Wisconsin-Stevens Point 1980 — 1985
BS
Wells Fargo Advisors June 2010 - Present
Wells Fargo Advisors, LLC January 2010 - July 2010
Wachovia Securities July 2008 - February 2010
A.G. Edwards & Sons, Inc. June 1998 - June 2008
MasterCard September 1995 - June 1998
Western Union February 1993 - September 1995
AgriBank, FCB 1984 - 1993
Skills
Integration, Requirements Analysis, Program Management, Risk Management, Business Analysis, Testing, Visio, SDLC, Process Improvement, Requirements Gathering, DB2, Strategic Planning, Vendor Management, SharePoint, Leadership, PMP, Change Management, Business Process..., Project Management, Financial Services, Analysis, Software Documentation, Business Requirements, PMO, Cross-functional Team..., Business Intelligence, Project Portfolio..., IT Strategy, MS Project
Education
University of Missouri-Saint Louis
BS Business Administration - Accounting
Washington University in St. Louis January 2004 - Present
A.G. Edwards & Sons, Inc. October 1990 - January 2004
Skills
Financial Analysis, Sarbanes-Oxley Act, Account Reconciliation, PeopleSoft, Sarbanes-Oxley, Internal Controls, Financial Reporting, Microsoft Excel, Auditing, Financial Modeling, Finance, Microsoft Word, Accounting, Management, Leadership
Education
University of Missouri-Saint Louis 1986 — 1990
BSBA, Accounting Emphasis
Notre Dame High School 1982 — 1986
MPB
Wells Fargo November 2014 - Present
Wells Fargo Advisors July 1996 - November 2014
A.G. Edwards & Sons, Inc. July 1996 - February 2008
U.S Army Reserves August 1989 - February 2000
Skills
Visio, SDLC, SharePoint, Business Analysis, Vendor Management, Disaster Recovery, Project Management, Change Management, Enterprise Architecture, Active Directory, Software Documentation, Cloud Computing, Data Center, ITIL, Integration, MS Project, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Security, Testing, Program Management, Troubleshooting
Education
University of Missouri-Columbia 1987 — 1991
Bachelor of Arts, English with Minor in Military Science
Wells Fargo Advisors 2007 - Present
A.G. Edwards & Sons, Inc. 1993 - 2007
Skills
Investments, Retirement Planning, Financial Advisory, Asset Allocation, Investment Strategies, Strategic Planning, Financial Services, Retirement, Retirement Savings, Mutual Funds, 401k, Fixed Annuities, Insurance, Financial Reporting, Risk Management, Wealth, Alternative Investments, Bonds, Equities, Life Insurance, Pensions, Relationship Management, Securities, Retirement Plan..., Fixed Income, Estate Investment..., Executive Management, Investment Products, Fee Base
Education
University of Missouri-Columbia, College of Business 1979 — 1983
BSBA, Marketing & Finance
Ladue HIgh School 1976 — 1979
Old Bonhomme Elementary
Edward Jones Trust Company August 2011 - Present
W. G. Armstrong Financial Services January 2010 - August 2011
Target Financial & Insurance Services 2007 - 2009
U.S. Bank 1998 - 2006
Old Second National Bank 1993 - 1998
Citizens Banking Corporation 1987 - 1993
A.G. Edwards & Sons, Inc 1985 - 1987
Skills
Cash Management, Accounting, CRM, Economics, Key Account Management, Client Presentation, Wealth Management, Strategic Financial..., Asset Managment, Portfolio Management, Trust Services, Asset Allocation, Finance, Asset Management, Mutual Funds, Financial Services, Securities, Financial Planning
Education
College for Financial Planning 2010 — 2011
Michigan State University 1978 — 1981
BA, Business, Marketing
Novato High School 1971 — 1974
Matt Logan Inc 2005 - Present
A.G. Edwards & Sons, Inc. 2004 - 2005
Medfusion 2002 - 2003
Skills
Retirement Planning, Asset Managment, Retirement, Asset Allocation, Series 7, Life Insurance, Personal Financial..., Financial Planning for..., Financial Planning for..., Independent, Fee-based..., Wealth Management, Insurance, Investments, Investment Advisory, Investment Management, Financial Planning for..., Sales, Asset Management, Strategic Financial..., Financial Advisory
Education
University of North Carolina at Chapel Hill 1999 — 2001
BA, Economics
ASIJ 1996 — 2001
High School, High School/Secondary Diplomas and Certificates
HDIS, Inc. February 2009 - Present
Anheuser-Busch InBev March 2007 - December 2008
A.G. Edwards & Sons, Inc. December 1999 - March 2007
Bank of America February 1996 - December 1999
Edward Jones October 1995 - February 1996
General American July 1993 - October 1995
Credit Systems, Inc. July 1985 - July 1993
Edison Brothers, Inc. December 1981 - July 1985
Skills
JCL, CICS, Requirements Gathering, Mainframe, Account Management, Process Improvement, Software Documentation, Microsoft Office, Requirements Analysis, Data Analysis, Databases, Oracle, Integration, Business Analysis, Vendor Management, SQL, Visio, SDLC
Education
University of Missouri - St. Louis 1990 — 1992
BS, Computer Science/Employee Management
Meramec Community College 1978 — 1981
AAS, Data Processing
University of Phoenix 2013 — 2013
PMP - Project Management Professional Certification
Mehlville Senior High School 1973 — 1977
ISI Group February 2012 - Present
Ticonderoga Securities LLC January 2010 - January 2012
Pali Capital, Inc. May 2007 - January 2010
Susquehanna International Group 2005 - 2007
Fiduciary Asset Management 2003 - 2005
A.G. Edwards & Sons, Inc 1994 - 2003
Monsanto 1988 - 1994
Skills
Equities, Equity Research, Financial Modeling, Valuation, Investments, Capital Markets, Financial Analysis, Hedge Funds, Asset Management
Education
Arkansas State University
BS, Finance
University of Missouri-Columbia, College of Business
MBA
Microsoft September 2007 - Present
A.G. Edwards & Sons, Inc. February 1996 - August 2007
Wachovia Securities 2007 - 2007
AG Edwards & Sons, Inc. 2006 - 2007
AG Edwards 1999 - 2005
National Benevolent Association 1985 - 1994
Skills
Visio, SOA, Agile Methodologies, C#, Microsoft SQL Server, Software Development, .NET, SharePoint, SQL
Education
University of Missouri-Saint Louis 1981 — 1985
Bachelor of Science (B.S.), Information Technology
Wells Fargo Advisors (formerly Wachovia Securities) 1992 - Present
A.G. Edwards & Sons, Inc. 1992 - 2009
Education
University of Missouri-Columbia 1982 — 1985
Mississippi Department of Information Technology Services April 2013 - Present
Grace Fellowship Church May 2011 - May 2013
Lampasas Truck & Automotive Service October 2011 - March 2012
Hope For Tomorrow June 2008 - October 2011
Benny Boyd Chrysler, Dodge, Jeep August 2007 - April 2008
A.G. Edwards & Sons, Inc. March 2004 - July 2007
A.G. Edwards & Sons, Inc. May 2000 - March 2004
Revolutionary Consulting, LLC June 1999 - January 2003
Ungerboeck Software International November 1996 - June 1999
Skills
SDLC, Management, Software Documentation, Software Development, C#, Process Improvement
Education
University of Missouri-Saint Louis 1993 — 1996
Wells Fargo Home Mortgage August 2011 - Present
Wells Fargo Advisors, LLC 2008 - July 2011
A.G. Edwards & Sons, Inc. September 2006 - November 2008
A.G. Edwards & Sons, Inc. March 2005 - July 2007
A.G. Edwards & Sons, Inc. March 2003 - March 2005
A.G. Edwards & Sons, Inc. February 2001 - March 2003
A.G. Edwards & Sons, Inc. June 1997 - January 2001
May Merchandising Company June 1993 - May 1997
Central Hardware Inc. May 1990 - June 1993
A.G. Edwards & Sons, Inc. January 1987 - May 1990
Education
University of Missouri-Saint Louis 1980 — 1985
BSBA, Management Information Systems and Management and Organizational Behavior
Wachovia Securities January 1998 - Present
A.G. Edwards & Sons, Inc. 1998 - 2007
Education
University of Notre Dame 1991 — 1995
Wells Fargo Advisors January 2009 - Present
Wachovia Securities January 2008 - January 2009
A.G. Edwards & Sons, Inc. November 1993 - October 2007
Education
University of Missouri-Columbia, College of Business 1979 — 1983
Bachelor of Science, Administrative Management
Stifel Nicolaus August 2009 - Present
Wells Fargo Advisors, LLC May 2009 - August 2009
Wachovia Securities LLC October 2007 - May 2009
A.G. Edwards & Sons, Inc. 2003 - 2007
Blackwell Sanders Peper Martin, LLP 2001 - 2003
Skills
FINRA, Corporate Law, Arbitration, Securities, Securities Regulation, Securities Litigation
Education
University of Missouri-Columbia
B.A.
Washington University in St. Louis School of Law
J.D.
Wells Fargo Advisors September 2015 - Present
Wells Fargo Advisors September 2011 - August 2015
Wells Fargo Advisors January 2008 - September 2011
A.G. Edwards & Sons, Inc. March 2001 - January 2008
A. G. Edwards Trust Company 2001 - 2008
A.G. Edwards & Sons, Inc. June 1999 - March 2001
A.G. Edwards & Sons, Inc. September 1994 - June 1999
Skills
Business Analysis, Documentation, Problem Solving, Planning
Education
University of Missouri-Saint Louis 1988 — 1993
BS, Business Administration, Managment Information Systems
ModusLink August 2010 - January 2014
Express Personnel Services October 2007 - December 2009
Raymond James July 2007 - August 2007
A.G. Edwards & Sons, Inc September 2006 - June 2007
Skills
Management, Payroll, Customer Service, Employee Relations, Microsoft Excel, Microsoft Office, Team Building, Applicant Tracking..., Leadership, Human Resources
Education
Brigham Young University 2000 — 2004
BA, Anthropology
Washington University in St. Louis August 2009 - Present
Italgrani USA, Washington University October 2008 - October 2009
A.G. Edwards & Sons 2003 - July 2008
A.G. Edwards & Sons, Inc. 1999 - 2003
A.G. Edwards & Sons, Inc. 1995 - 1999
A.G. Edwards & Sons, Inc. 1989 - 1995
Skills
Project Management, Systems Analysis, SQL, Testing, Quality Assurance, Troubleshooting, Visio, Leadership, Management, Software Documentation, SDLC, Change Management, Virtualization, Java, Analysis, Business Process..., Business Analysis, Integration, Business Intelligence, Team Leadership, Microsoft SQL Server, Data Analysis, Software Development, Enterprise Software, MS Project, Software Project..., Databases, IT Management, Requirements Gathering, SharePoint, Program Management, Vendor Management, Process Improvement
Education
University of Missouri-Saint Louis 1983 — 1986
BS – Business, Magna Cum Laude honors, Dual Emphasis – Management Science, Management Information Systems
Wachovia SupervisorA. G. Edwards1999 - Present
A.G. Edwards & Sons, Inc. 1999 - Present
Education
University of Missouri-Saint Louis
MasterCard August 2014 - Present
MasterCard April 2012 - August 2014
Maritz July 2007 - April 2012
Anheuser-Busch Companies, Inc. March 2003 - July 2007
Application Engineering Group 2003 - 2007
A.G. Edwards & Sons, Inc. 2000 - 2002
Washington University School of Medicine 1997 - 2000
Skills
Visio, Disaster Recovery, Business Analysis, Active Directory, SharePoint, Process Improvement, Windows Server, SDLC, ITIL, Project Management, Vendor Management, Troubleshooting, Virtualization, VMware, Servers, IIS, Change Management, Requirements Gathering, System Administration, Software Documentation, Requirements Analysis, Microsoft Reporting..., Windows Services, Data Center, Microsoft SQL Server, Enterprise Architecture
Education
University of Missouri-Saint Louis 1996 — 2001
BSBA, Management
Healthlink 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - Present
A.G.Edwards May 2006 - May 2008
Wachovia Securities 2000 - 2008
Daugherty Systems 1998 - 2000
Education
University of Missouri-Rolla 1990 — 1995
Wells Fargo Bank, N.A. January 2015 - Present
Wells Fargo Bank, NA December 2013 - January 2015
Wells Fargo Advisors June 2008 - December 2013
A.G. Edwards Trust Company FSB June 2006 - December 2007
A.G. Edwards October 2004 - June 2006
A.G. Edwards & Sons, Inc. November 1998 - October 2004
Ernst & Young LLP February 1997 - November 1998
Boatmen's Bancshares, Inc. December 1984 - February 1997
Skills
Accounting, Sarbanes-Oxley, Risk Assessment, Risk Management, Finance, Internal Controls, Budgets, Budget Forecasts, Compliance, Project Management, Internal Audit, External Audit, Leadership, Program Management, Financial Analysis, Strategic Financial..., Sarbanes-Oxley Act, Executive Management, Financial Services, Financial Risk, Mergers & Acquisitions, Financial Planning
Education
University of Missouri-Saint Louis 1974 — 1978
Bachelor of Science Business Administration, Accounting
Wellbeing For All August 2012 - Present
Haywood Pediatric and Adolescent Medicine Group, P.A. August 2009 - Present
Mountain BizWorks May 2008 - July 2009
A.G. Edwards & Sons, Inc. October 2007 - April 2008
Jeffrey W. Norris and Associates, PLLC September 2003 - July 2007
Skills
Energy Healing, Wellness, Relaxation, Healing Touch, Stress Management, clinical hypnosis, Marketing, guided imagery, Pediatrics, Marketing for Small..., Entrepreneurship..., Business Networking, integrative medicine, animal healing touch, Retreat Leader, Small Business, Public Speaking, Nursing, Holistic Health
Education
University of Pennsylvania 1995 — 1996
MSN, Pediatric Primary Care Nurse Practitioner
University of Pennsylvania 1985 — 1989
BSN, Nursing
Western Union 2006 - Present
First Data Corporation 2004 - 2006
Morgan Stanley Capital International 2002 - 2004
IBM Strategy and Change (Formerly Mainspring) 2000 - 2002
A.G. Edwards & Sons, Inc. 1996 - 1998
Price Waterhouse 1994 - 1996
Skills
Business Strategy, Competitive Analysis, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA
Washington University in St. Louis 1990 — 1994
BSBA, Business
Thomas Jefferson High School
Raymond James May 2014 - Present
Wells Fargo Advisors May 2009 - May 2014
Wachovia Securities January 2008 - April 2009
A.G. Edwards & Sons, Inc. December 2001 - December 2007
Skills
Equities, Fixed Income, Investments, Hedging, Wealth Management, Risk Management, Finance, Series 7, Mutual Funds, Securities, Asset Allocation, Alternative Investments, Financial Markets, Credit, Financial Modeling, Trading
Education
University of North Alabama 1993 — 1998
BS, Finance
Huntsville High 1987 — 1991
Charlesbank Capital Partners August 2015 - Present
TLC Vision July 2002 - May 2015
Francis Howell North Band Boosters Association 2007 - 2009
bioMerieux 1998 - 2002
Arthur Andersen LLP 1995 - 1998
A.G. Edwards & Sons, Inc. 1994 - 1994
Skills
Accounting, Tax, Corporate Tax, Sarbanes-Oxley Act, Management, Financial Reporting, Mergers & Acquisitions, Corporate Finance, General Ledger, Internal Controls, Budgets, Payroll, Process Improvement, Risk Management, Financial Analysis, Forecasting, Auditing, Microsoft Excel, Account Reconciliation, Human Resources, Strategic Planning
Education
University of Missouri-Saint Louis 1990 — 1995
Bachelor of Science, Business Administration
University of Missouri-Rolla 1989 — 1990
Edward Jones July 2008 - Present
Edward Jones 2008 - Present
Edward Jones 2008 - Present
Edward Jones 2008 - 2010
A.G. Edwards 1983 - 2008
A.G. Edwards & Sons, Inc. 1983 - 2008
Education
University of Missouri-Saint Louis 1979 — 1983
Edward Jones July 2011 - Present
Edward Jones Trust Company March 2008 - Present
A.G. Edwards & Sons, Inc. September 1990 - March 2008
Skills
Account Reconciliation, Wealth Management, Accounting, Auditing, Securities, Financial Risk, Leadership, Analysis
Education
University of Missouri-Columbia 1985 — 1990
Wells Fargo Advisors October 2008 - Present
Heartland Wholesale Funding (formerly Creve Cor Mortgage) July 2006 - December 2007
Creve Cor Mortgage January 2005 - July 2006
A.G. Edwards & Sons, Inc. 2000 - 2005
Education
University of Missouri-Saint Louis 1996 — 2000
BS, Business
Rockwood summit 1993 — 1996
Our Lady of Sorrows
Principal Financial Group May 2012 - Present
American - Sino Consulting December 2010 - May 2012
BNY Mellon May 2008 - December 2010
Wedbush Securities October 2004 - May 2008
City National Bank August 2002 - October 2004
A.G. Edwards & Sons, Inc. August 1996 - August 2002
Merrill Lynch May 1993 - August 1996
Crowell, Weedon & Co. January 1987 - May 1993
Dean Witter Reynolds Inc. August 1984 - January 1987
KPMG August 1982 - August 1984
Skills
Investments, Financial Services, Finance, Retirement, Management Consulting, Investment Management, Consulting, Wealth Management..., Nonprofits, Series 7, Asset Allocation, Series 63
Education
University of Southern California
BS, Business Administration
Wells Fargo Advisors October 2013 - Present
Wells Fargo Advisors September 2012 - January 2014
Pronto Progress November 2011 - April 2012
Wells Fargo Advisors June 2010 - October 2011
MasterCard Worldwide August 2008 - July 2009
Edward Jones November 2007 - May 2008
Express Scripts 2006 - 2007
A.G. Edwards & Sons, Inc. February 1989 - May 2005
Skills
COBOL, JCL, DB2, Databases, CICS, Mainframe, TSO, IBM Mainframe, Testing, z/OS, Program Management, ERP, SQL, SDLC, Visio, Microsoft SQL Server, Business Analysis, Systems Analysis, Requirements Gathering, Microsoft Access, Data Migration, Software Documentation
Education
University of Missouri-Saint Louis 1979 — 1986
BSBA, Management Information Systems, General
J.P. Morgan June 2014 - Present
J.P. Morgan Asset Management January 2013 - June 2014
JPMorgan Chase November 2009 - April 2012
Susquehanna International Group April 2006 - September 2008
A.G. Edwards & Sons, Inc. August 2005 - April 2006
State Street November 2003 - August 2005
Education
University of Missouri-Columbia, College of Business 1998 — 2002
BS, Finance
Lark Books October 2007 - Present
Lark Books October 2005 - October 2007
Asheville Art Museum February 2005 - October 2005
A.G. Edwards & Sons, Inc. July 2003 - February 2005
Education
University of North Carolina at Chapel Hill 1999 — 2003
BA, Photojournalism
SF Advisors, LLC December 2011 - Present
Jetty East Condominium Association January 2015 - Present
Realty and Associates May 2012 - Present
Cruise Planners - All 4 Vacations, LLC March 2011 - Present
Self Employed January 1987 - Present
Coldwell Banker Gundaker April 2009 - May 2012
Stern Brothers 2008 - 2009
Wachovia Securities 2008 - 2008
A.G. Edwards & Sons, Inc. 2003 - 2008
Coldwell Banker Gundaker 1997 - 2003
Skills
Series 7, Bonds, Investments, Securities, Asset Managment, Capital Markets, Investment Banking, Risk Management, Real Estate, Strategic Planning, Investment Advisory, Asset Management, Project Finance, Commodity, Series 63, Financial Advisory, Valuation, Business Strategy, Analysis, Financial Modeling, Entrepreneurship, Finance, Portfolio Management, Strategy, Due Diligence, Alternative Investments, Financial Analysis, Mutual Funds, Strategic Financial..., Asset Allocation, Fixed Income, Investment Management, Investment Strategies, Financial Services, Entrepreneurship..., Entrepreneurship..., FINRA, Equities, Hedge Funds, Financial Planning, Management, Corporate Finance, Banking, Wealth Management, Mergers & Acquisitions, Sales
Education
University of Missouri-Saint Louis 1982 — 1986
BSBA, Accounting
Oakville Senior High
Wells Fargo Advisors September 2012 - Present
Wells Fargo Advisors April 2008 - September 2012
Wells Fargo Advisors March 2004 - April 2008
A.G. Edwards & Sons, Inc. February 1996 - March 2004
A.G. Edwards & Sons, Inc. February 1991 - February 1996
Skills
Investments, Series 7, Equities, Equity Research, Financial Modeling, Capital Markets, Due Diligence, FINRA, Series 24, Finance, Financial Services, Series 63, Securities, Valuation, Financial Analysis, Asset Allocation
Education
University of Missouri-Saint Louis
BSBA
Parrott Wealth Management September 2015 - Present
Charles Schwab April 2008 - September 2015
A.G. Edwards & Sons, Inc. August 2006 - April 2008
Morgan Stanley January 1990 - August 2006
Skills
Finance, Leadership, Wealth Management, Investments, Mutual Funds, Retirement Planning, Nonprofits, Management, Asset Allocation, Strategic Financial..., Portfolio Management, Investment Advisory, Strategic Planning, Financial Planning, Securities, Alternative Investments, 401k, Personal Financial..., Investment Management, Options Strategies, Charitable Gift Planning, Philanthropy, Equity Trading
Education
University of San Diego 1984 — 1988
B.B.A., Business
Arcadia High School 1980 — 1983
U.S. Lock June 2015 - Present
Broadview Networks September 2013 - May 2015
All-Island Media February 2013 - September 2013
Cablevision September 2010 - February 2013
Innovative Planning Services January 2006 - August 2008
A.G. Edwards & Sons, Inc. September 2000 - January 2006
Prudential Securities, Inc. November 1990 - September 2000
Skills
Call Centers, Customer Retention, Sales, Customer Satisfaction, Account Management, Telecommunications, Customer Service, Sales Management, Sales Process, Sales Operations, Customer Experience, Sales Presentations, Team Leadership, Solution Selling, Management, New Business Development, Investments, Fixed Annuities, Variable Annuities, Life Insurance, Term Life Insurance, Whole Life, Mutual Funds, Equities, Fixed Income, Asset Management, Tactical Asset...
Education
SUNY College at Purchase 1982 — 1984
Bachelor of Arts, Mathematics and Computer Science
University of Pennsylvania 1979 — 1981
Ardsley high school 1975 — 1979
Wells Fargo Securities, LLC November 2003 - Present
Wachovia, A Wells Fargo Company October 2007 - July 2009
A.G. Edwards & Sons, Inc. November 2003 - September 2007
Skills
Financial Analysis, Financial Modeling, Valuation, Developing Client..., Developing Corporate..., Report Writing
Education
University of Notre Dame 1999 — 2003
BA, Finance, Accounting
SLU March 2009 - March 2010
A.G. Edwards & Sons, Inc. March 1997 - December 2004
Edward Jones October 1995 - March 1997
Education
Washington University in St. Louis 1995 — 2000
B.S., Information Management
University of Missouri-Columbia 1990 — 1993
B.A., Psychology
A.G. Edwards & Sons, Inc. August 1995 - March 2009
Education
University of Missouri-Saint Louis 1991 — 1992
Bachelor of Science, Computer Science
Hilton St. Louis Frontenac September 2013 - Present
Hilton St. Louis Frontenac October 2010 - September 2013
Crowne Plaza St. Louis Clayton August 2009 - April 2010
Hyatt Regency St. Louis Riverfront September 2007 - February 2010
Adam's Mark Hotel St. Louis 1993 - 2008
A.G. Edwards & Sons, Inc. September 1998 - May 2007
Skills
Customer Service, Hospitality Management, Front Office, Hospitality Industry, Hotel Management, Event Planning, Event Management, Trade Shows, Menu Development, Revenue Analysis, Meeting Planning, Catering, Hospitality, Hotels, Weddings, OnQ, Rooms Division
Education
Webster University 1996 — 1998
MA, HR--Training & Development
University of Missouri-Columbia 1971 — 1973
BS Secondary Education--Life, Social Sciences; Sociology
Wells Fargo Advisors January 2009 - Present
Wachovia Securities, LLC October 2007 - December 2008
A.G. Edwards & Sons, Inc. 1983 - 2007
ag edwards 1983 - 2007
A.G. Edwards 1983 - 2007
Education
University of Missouri-Saint Louis 1979 — 1983
BS, Business Administration/Management Information Systems
M&T Bank January 1996 - Present
Citi February 1990 - December 1995
A.G. Edwards & Sons, Inc. April 1988 - January 1990
Skills
Banking, Commercial Lending, Financial Services, Investments, Loans, Management, Mutual Funds, Retail Banking, Risk Management, Sales, Securities, Credit, Financial Analysis, Portfolio Management, Wealth Management
Education
University of Rochester 1983 — 1987
Bachelor of Arts (BA), Psychology
Mercer Investments March 2013 - Present
Mercer Investments January 2011 - February 2013
Hammond Associates July 2009 - December 2010
Hammond Associates November 2007 - July 2009
A.G. Edwards & Sons, Inc. February 2005 - November 2007
Edward Jones July 2004 - February 2005
Edward Jones June 2003 - June 2004
Skills
Alternative Investments, Investment Banking, Financial Modeling, Marketing, Asset Allocation, Investments, Hedge Funds, Investment Management, Equities, Private Equity
Education
University of Missouri-Columbia 1999 — 2003
BSBA, Finance/Banking, Real Estate, Economics
Mercer Investments January 2011 - Present
CFA Society of St. Louis 2011 - 2015
Notre Dame Club of St. Lous January 2010 - December 2011
Hammond Associates June 2006 - January 2011
Army National Guard May 1999 - September 2007
A.G. Edwards & Sons, Inc. 1999 - 2005
US Army May 1996 - May 1999
Skills
Asset Allocation, Investments, Portfolio Management, Investment Advisory, Fixed Income, Alternative Investments, Asset Management, Investment Management, Leadership, Valuation, Mutual Funds, Financial Modeling, Equities, Capital Markets, Hedge Funds, Investment Strategies, Financial Analysis, Military, Private Equity, Wealth Management, Financial Advisory, Bonds, Venture Capital, Financial Markets, Corporate Finance, Financial Services, Trading, Economics, High Net Worth..., Emerging Markets, Military Leadership, Fund Of Funds, Derivatives, Hedging, Wealth Management...
Education
Washington University in St. Louis - Olin Business School 2000 — 2003
MBA, Finance
University of Notre Dame 1992 — 1996
BBA, Finance and Business Economics
Chaminade College Prep 1986 — 1992
Principal Funds December 2013 - Present
Principal Funds April 2011 - November 2013
Independent Consultant 2010 - March 2011
Holmes Murphy Financial Services April 2010 - August 2010
Principal Global Investors December 2001 - May 2009
A.G. Edwards & Sons, Inc. September 1993 - December 2001
May Department Stores February 1990 - September 1993
McDonnell Douglas February 1989 - February 1990
Skills
Financial Analysis, Financial Modeling, Investor Relations, Statistics, Due Diligence, Research, Valuation, Equity Research, DCF, Equity Valuation, Writing Skills, Money Management, Fundamental Research, Portfolio Management, Value Investing, Stock Picking, Sector Analysis, Buy-side, Sell Side, Alternative Investments, Wealth Management, Investments, portfolio construction, Portfolio Optimization, Securities, Strategic Financial..., Bloomberg, Finance, Financial Services, Risk Management, Equities, Analysis
Education
University of Missouri-Columbia 1987 — 1988
MBA, Finance
University of Missouri-Columbia 1982 — 1986
BA, Economics
DeSmet 1978 — 1982
Lewis & Clark College 1998 - Present
St. Louis Science Center 1994 - 1998
A.G. Edwards & Sons, Inc. 1989 - 1994
Skills
Publications, Media Relations, Newsletters, Editing, Non-profits, Copy Editing, Social Media, Press Releases, Copywriting, Photoshop, Community Outreach, Strategic Communications, Volunteer Management, Fundraising, Event Planning, Research, Adobe Creative Suite, Nonprofits, Alumni Relations, Graphic Design, Public Speaking, InDesign, Public Relations, Web Content, Speech Writing, Content Development
Education
Washington University in St. Louis 1987 — 1989
M.A., English
University of Nebraska-Lincoln 1983 — 1987
B.A., English
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors May 2008 - July 2013
A.G. Edwards & Sons, Inc. January 2004 - May 2008
US Bancorp Investments Inc, Formerly Firstar Investments December 2001 - January 2004
Firstar Investment Services, Inc September 2000 - December 2001
Morgan Stanley Dean Witter August 1999 - August 2000
Skills
Investments, Financial Services, Mutual Funds, Anti Money Laundering, Securities, Series 7, Financial Risk, Management, FINRA, Series 63, Leadership, Equities, Finance, Insurance, Risk Management, Analysis
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Wells Fargo Advisors 2008 - Present
A.G. Edwards & Sons, Inc. 2000 - 2007
Skills
Series 7, Mutual Funds, Asset Management, Wealth Management
Education
University of Missouri-Columbia 1990 — 1992
Bachelor of Science (B.S.), Business Administration, Finance
University of Wyoming 1988 — 1990
IBM July 2015 - Present
IBM July 2011 - March 2015
Independent October 2008 - July 2011
AT&T / Fujitsu Consulting February 2006 - October 2008
AT&T / NextGen Information Services (Consultant) October 2004 - August 2005
A.G. Edwards & Sons, Inc. April 1998 - February 2002
Associated Equipment Corporation March 1990 - April 1998
Skills
Systems Analysis, VoIP, Resource Management, Enterprise Software, Requirements Analysis, System Deployment, Vendor Management, Budgets, Information Technology, Project Planning, Strategic Planning, Troubleshooting, SDLC, Program Management, Project Management, Business Analysis, Technical Recruiting, Management, Integration, Process Improvement, Testing, PMO, IT Infrastructure...
Education
University of Missouri-Saint Louis
BSBA, Management of Information Sytems
Enterprise Holdings September 2013 - Present
Tarrant Technologies September 2009 - August 2013
Wachovia, A Wells Fargo Company January 2001 - September 2009
A.G. Edwards & Sons, Inc. June 1999 - January 2001
Lindner Mutual Funds January 1997 - January 1999
Lindner Mutual Funds January 1995 - June 1997
Lindner Mutual Funds January 1993 - January 1995
Skills
Unix, Disaster Recovery, Visio, Integration, Requirements Analysis, Linux, Testing, Enterprise Architecture, VMware, Software Development, Windows Server, Agile Methodologies, Active Directory, Operating Systems
Education
University of Missouri - St. Louis
Pine Valley Animal Hospital 2006 - Present
A.G. Edwards & Sons, Inc. July 2002 - December 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking
Education
University of North Carolina at Wilmington 1975 — 1979
Bachelor of Arts (B.A.), History
The Fitness Edge & Several Other Small Businesses January 1995 - Present
Petropolis, Inc. March 2004 - October 2009
A.G. Edwards & Sons, Inc. September 2000 - February 2002
MasterCard March 1999 - August 2000
Monsanto April 1996 - August 1999
Anheuser-Busch November 1989 - March 1996
Enable November 1988 - September 1989
Education
University of Missouri-Saint Louis
BS, Accounting
Scottrade, Inc. 2012 - Present
Wells Fargo Advisors 2010 - 2012
Wachovia Securities 2008 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2008
A.G. Edwards 1985 - 2005
Skills
Series 7, Series 24, Series 63, Managed Accounts, Mutual Funds, Variable Annuities, asset allocation, Investment Advisory..., Retirement Planning, Corporate Communications, Corporate Branding, Regulatory Compliance, 529, Financial Services, Investments, Securities, Management, Finance, Wealth Management, Financial Advisory, Strategy
Education
University of Missouri-Saint Louis
Bachelor of Science, Business Administration/Marketing
Mercy January 2013 - Present
St. John's Mercy Health Care April 2008 - December 2012
Elekta/Computerized Medical Systems, Inc. April 2006 - April 2008
Elekta 2006 - 2008
A.G. Edwards & Sons, Inc. April 2004 - April 2006
Saint Louis Zoo April 2000 - April 2004
Education
University of Missouri-Columbia 1993 — 1996
Finance & Banking, Finance
University of Missouri-Saint Louis 1992 — 1993
N/A, General
Electric Insurance Company March 2015 - Present
Electric Insurance Company October 2013 - March 2015
Electric Insurance Company January 2012 - October 2013
Electric Insurance Company June 2010 - January 2012
Endicott College School of Business Case Writing Team September 2008 - June 2010
Converse, Inc September 2009 - December 2009
Washington Savings Bank June 2008 - August 2009
Hospice of the North Shore January 2008 - February 2008
A.G. Edwards & Sons, Inc January 2007 - February 2007
Education
Endicott College 2006 — 2010
Bachelor of Science, Business Administration; Financial Management
Cerner Corporation November 2012 - Present
CoxHealth July 2005 - November 2012
A.G. Edwards & Sons, Inc. July 1999 - July 2005
Wave Technologies 1995 - 1999
Skills
Cerner, Healthcare Information..., Healthcare, HIPAA, SharePoint, Provider Relations, EMR, Visio, Revenue Cycle, Troubleshooting, Microsoft Excel, Microsoft Office, Hospitals, Experienced Business..., Software Project..., Microsoft SQL Server, Microsoft CRM, IntelliCred Physician..., Customer Service, Customer Support, Reporting Systems, Microsoft Dynamics, Technical Writing, Technical Training, Visio Diagramming, Risk Monitoring, Team Management, Project Management
Education
University of Phoenix 2009 — 2011
Bachelor's degree, Information Technology
University of Missouri-Saint Louis 1987 — 1991
Bachelor's degree, Accounting
J.W. Terrill November 2005 - Present
A.G. Edwards & Sons, Inc. January 1992 - May 2002
Education
University of Missouri-Columbia
Bachelor's degree, Communication, General
Commonwealth Financial Network June 2015 - Present
D.A. Davidson Companies September 2008 - June 2015
A.G. Edwards & Sons, Inc. September 1990 - September 2008
Education
University of Oregon 1973 — 1978
Bachelor’s Degree, Economics
Stone Carlie March 2012 - Present
Huber, Ring, Helm & Co., P.C. March 2009 - February 2012
Klaris Thomson & Schroeder 2004 - 2009
A.G. Edwards & Sons, Inc. 1997 - 2004
Arthur Andersen October 1988 - September 1997
Skills
Business Valuation, Valuation, Financial Reporting, Litigation Support, Investment Banking, Financial Advisory, Tax, Mergers, Due Diligence, Forensic Accounting, Investments, Financial Analysis
Education
University of Missouri-Columbia, College of Business 1985 — 1987
MBA
Morgan Stanley Smith Barney August 2010 - Present
Morgan Stanley Smith Barney August 2010 - Present
Morgan Stanley Smith Barney March 2006 - August 2010
Morgan Stanley Smith Barney July 2000 - March 2006
Mutual Funds, Money Markets July 2000 - March 2006
A.G. Edwards & Sons, Inc July 1996 - July 2000
Skills
Risk Management, Financial Services, Project Delivery, Series 7, Stakeholder Management, Business Analysis, Wealth Management, Project Management, Strategic Financial..., Relationship Management, Financial Analysis, Alternative Investments, Management, Derivatives, Equities, Series 24, Securities, Series 63, Hedge Funds, Options, Mutual Funds, Trading, Investment Advisory, ETFs, Fixed Income, Investment Strategies, Investment Banking, Financial Advisory, Asset Allocation, Financial Modeling, FINRA
Education
Bryant University 2004 — 2006
Master of Business Administration (MBA)
Bryant University
Masters of Business Administration
California State University
Bachelor of Science, Business Administration
California State University-Fullerton
BS, Business, Management, Marketing, and Related Support Services
Wells Fargo Advisors October 2007 - Present
A.G. Edwards & Sons, Inc. February 1970 - October 2007
Skills
Investments
Education
University of Missouri-Saint Louis 1973 — 1977
Master of Business Administration (MBA)
Non July 2011 - Present
Wells Fargo Advisors 2008 - 2010
Wachovia Securities 2005 - 2009
A.G. Edwards & Sons, Inc. 2003 - 2005
Skills
Compliance, Series 7, Series 66, Series 9, Series 10, Series 14
Education
University of Missouri - St. Louis 1996 — 2000
BSBA, Finance
SMITH HAYES Financial Services March 2009 - Present
A.G. Edwards & Sons, Inc. September 2001 - March 2009
Education
University of Nebraska-Lincoln
Bachelor of Business Administration (BBA), Finance
Wells Fargo Advisors, LLC January 2008 - Present
A.G. Edwards & Sons, Inc. July 1993 - January 2008
Education
University of Southern California 1972 — 1976
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
FINRA January 2008 - Present
A.G. Edwards & Sons, Inc. May 2007 - January 2008
Skills
FINRA, AML, Securities Regulation, Financial Regulation, Investments, Broker-Dealer, Series 63, Financial Services, Bank Secrecy Act, OFAC, Securities
Education
Webster University 2008 — 2011
Masters Business Administration
University of Missouri-Columbia 2000 — 2004
Business Administration
Warehouse of Fixtures TNG - New and Used Office Furniture November 2014 - Present
V3 Studios Custom Cabinets & Furniture August 2012 - October 2014
McGuire Furniture Rental and Sales September 2008 - July 2012
MotoeXotica Classic Cars & Auctions November 2007 - August 2008
Suntrup Ford Kirkwood April 2006 - November 2007
Gemini Cosmetics August 2004 - April 2006
Papa John's International August 1992 - August 2004
A.G. Edwards & Sons, Inc. October 1995 - July 2000
Skills
Sales Management, Project Management, Custom Furniture, Management
Education
University of Missouri-Saint Louis 1997 — 2004
Fine/Studio Arts, General