A.G. Edwards & Sons
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A.G. Edwards & Sons Employees
Capstone Wealth Advisors September 2012 - Present
Merrill Lynch October 2005 - September 2012
AG Edwards & Sons May 1999 - October 2005
Skills
Retirement Planning, Business Retirement..., Estate Planning, College Savings Plans, Life Insurance
Education
Azusa Pacific University 1987 — 1991
Bachelor of Science (B.S.), Marketing and Business Administration
Redmond High School 1983 — 1987
Full Gospel Tabernacle COGIC 2004 - 2005
Darsey, Black & Assoc 2002 - 2004
First Union Securities 2000 - 2001
UBS Painewebber 1999 - 1999
AG Edwards & Sons 1998 - 1998
Express Scripts 1993 - 1998
Skills
Type 90 wpm, Microsoft Word, Microsoft Excel, Microsoft Publisher, PowerPoint, Accounts Receivable, Account Management, Investment Banking, Transcription, Data Entry, Accounts Payable, Administrative..., Banking, Spreadsheets, Telephone Skills, Invoicing, Administration, Customer Service, Outlook, Teamwork, Time Management, Finance, Office Administration
Education
Pikes Peak Community College 2007 — 2007
Associate of Arts and Sciences (A.A.S.), Accounting
Saint Louis Community College-Meramec 1996 — 1996
Certificate, Excel
Ritenour High School 1986 — 1990
Diploma, Office Work Study, Business Math, Typing
Seattle Funding Group September 2000 - Present
Financial Industry Regulatory Authority 1999 - Present
A.G. Edwards & Sons 1997 - 2000
Prudential Securities 1994 - 1997
Shearson Lehman Bros. 1992 - 1994
Law Firm of Smith Alling Lane 1991 - 1992
Nordstrom 1986 - 1990
Skills
Loans, Investments, Commercial Real Estate, Due Diligence, Finance, Real Estate, Portfolio Management, Sellers, Residential Homes, Real Estate Financing, Refinance, Mortgage Lending, Foreclosures, Real Estate Transactions, Negotiation, Credit, Legal Research
Education
Seattle University School of Law
J.D., Law
University of Puget Sound
B.A., Business Admin
Dashboard Wealth Advisors LLC May 2013 - Present
Morgan Stanley Smith Barney August 2007 - May 2013
AG Edwards & Sons March 2006 - August 2007
United States Marine Corps 1997 - 2001
Skills
Wealth Management, Wealth Accumulation, Wealth Preservation..., Life Insurance, Generational Wealth..., Investment Allocation, Investments, High Net Worth..., Leadership, Management, Finance, Strategic Planning, Retirement Planning, Financial Planning, Wealth Management..., Estate Planning, Asset Allocation, Investment Advisory, Mutual Funds, Series 7, Team Building, Investment Strategies, Small Business
Education
University of Illinois at Chicago
BS in Finance
Rnddr Labs January 2012 - December 2013
[ka] klothesapparel.com April 2004 - December 2011
Smith-Emery GeoServices October 2007 - February 2009
City of Pleasant Hill May 2007 - September 2007
Urban Mapping June 2006 - September 2007
eBrandSecure.com (acquired by Corporate Services Company) November 2004 - April 2006
LegalMatch.com March 2002 - October 2003
CAS Systems (acquired by Rainmakersystems.com) July 2001 - March 2002
A.G. Edwards & Sons June 1999 - July 2001
Skills
Strategic Partnerships, User Experience, Ethnography, E-commerce, Online Marketing, SaaS, Internet Entrepreneur, Management, B2B, Product Management, CRM, Entrepreneurship, Start-ups, Marketing, Vendor Management, Business Process..., Lean Manufacturing, Supply Chain Management, Employee Training, Manage Client..., Team Building, Reverse Engineering, Operations Management, Cloud Computing, Strategy, Networking, Leadership, Project Management
Education
University of California, Berkeley 1997 — 2007
Bachelor of Science (BS), Environmental Science, Policy & Management (Minor: Cultural Anthropology), (Attended: 1997-2001, 2006-2007)
Art Center College of Design 2003 — 2004
No degree: 3 term scholarship, Advertising Design
Università degli Studi di Firenze 2001 — 2001
Study Abroad, Cultures & Languages
Goldman Sachs May 2015 - Present
Bank Credit Analyst November 2011 - April 2014
Bank Credit Analyst October 2009 - November 2011
Bank Credit Analyst July 2008 - October 2009
Andris Realty Inc. June 2006 - September 2006
A.G. Edwards & Sons January 2006 - May 2006
Skills
Investment Strategies, Financial Markets, Emerging Markets, Analysis, Asset Allocation, Equities, Hedge Funds, Portfolio Management, Fixed Income, Finance, Bloomberg, Business Development, Alternative Investments, Capital Markets, Derivatives, Asset Management, Investments
Education
Yale University - Yale School of Management 2014 — 2016
Master of Business Administration (MBA)
Fordham University 2004 — 2008
BA, Economics, International Business
University of International Business and Economics 2006 — 2006
Mandarin Chinese, Business, Philosophy
Winston Churchill HS 2000 — 2004
Raymond James July 2005 - Present
AG Edwards & Sons April 1991 - July 2005
Prudential Securities April 1985 - April 1991
Skills
Financial Advisory, Investments, Finance, Strategic Financial..., Securities, Retirement Planning, Wealth Management, Estate Planning, Strategic Planning, Series 7, Financial Planning, Leadership, Retirement, Financial Analysis, Management, Fixed Annuities, Life Insurance, Insurance, Small Business, Investment Advisory, Financial Planners, Mutual Funds, Sales, Budgets, Portfolio Management, Process Improvement, Risk Management, Asset Management, Long-term Care, Marketing, Asset Allocation
Education
College for Financial Planning 1995 — 1997
Certification Professional Education Program
University of Illinois 1981 — 1982
General
Middle Tennessee State University 1976 — 1979
BS, Business Administration
The University of Tennessee at Chattanooga 1977 — 1978
Business
Georgia Institute of Technology 1975 — 1976
Engineering
Baylor
Scottrade December 2011 - September 2014
Wells Fargo Advisors November 2010 - December 2011
Berlitz February 2011 - September 2011
Wachovia Securities December 2007 - January 2010
AG Edwards & Sons January 2007 - August 2007
AG Edwards & Sons October 2006 - December 2006
Skills
Business Analysis, Process Improvement, Vendor Management, Project Planning, Customer Service, Analysis, Relationship Management, SQL, Project Management, Test Coordination, UAT coordination, Compliance, Regulatory Requirements, Requirements Gathering, Cross-functional Team..., SAP, SDLC, Testing, Business Requirements, Visio, Requirements Analysis, Management
Education
Troy University 2002 — 2005
MBA, General Management
1996 — 2001
BS, Economics/Finance
Ankara Ataturk Anadolu Lisesi 1993 — 1995
High School, Math
Hess Corporation August 2015 - Present
Hess Corporation November 2014 - July 2015
Robert W. Baird & Co. September 2010 - June 2014
Luminus Management July 2007 - September 2010
Citigroup Investment Research May 2006 - June 2007
Inergy, L.P. December 2001 - June 2003
Inergy, L.P. August 2001 - November 2001
A.G. Edwards & Sons March 1999 - July 2001
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Equities, Investment Banking, Corporate Finance, Equity Research, Investments, Investor Relations, Investment Management, Finance, Private Equity, Trading, Quantitative Analytics, Hedge Funds, Mergers & Acquisitions, Private Placements, Business Strategy, Mergers, Stock Picking, Competitive Analysis, IPO, Portfolio Management, Energy, Business Development, Building Relationships, Communication, E&P, Infrastructure, Midstream
Education
Massachusetts Institute of Technology - Sloan School of Management 2003 — 2005
MBA
The University of Kansas 1994 — 1998
Masters, Accounting
Wells Fargo Home Mortgage April 2014 - Present
YMCA February 2002 - Present
Wells Fargo Home Mortgage February 2013 - April 2014
Wells Fargo Advisors October 2008 - February 2013
A.G. Edwards & Sons June 2006 - October 2008
Skills
Strategic Financial..., Customer Service, Accounting, Account Reconciliation, Problem Analysis, Escalation Resolution, Policy, Risk Management, Management, Training, Microsoft Excel, Tax, Internal Audit, Analysis, Auditing, Financial Planning
Education
University of Missouri-Saint Louis
Masters, Accounting
University of Missouri-Saint Louis
Bachelor of Science, Accounting
Crystal City Highschool
Thomson Reuters December 2013 - Present
Wells Fargo Advisors March 2013 - December 2013
Wells Fargo Advisors July 2012 - March 2013
Wells Fargo Advisors February 2009 - July 2012
Wachovia Securities March 2007 - February 2009
A.G. Edwards & Sons April 2006 - March 2007
A.G. Edwards & Sons, Inc. April 2001 - August 2004
Skills
Series 7, Series 24
Education
Saint Louis University
B.A., Econonics
Saint Louis University School of Law
J.D.
Wells Fargo Advisors Financial Network June 2011 - Present
Wells Fargo Advisors January 2008 - June 2011
AG Edwards & Sons January 1986 - January 2008
Skills
401(k) Rollovers, Equities, Retirement Planning, Fixed Income, Fixed Income Strategies, Tax-Efficient Strategies, Investments, Financial Planning, Portfolio Management, Mutual Funds, Wealth Management, Financial Advisory, Estate Investment..., Wealth-Preservation..., Securities, Finance, Financial Risk, Series 7, Financial Analysis, Asset Allocation
Education
University of Tulsa
Master of Business Administration (MBA), Finance
Oklahoma State University
Bachelor of Science (B.S.), Finance
Claremont Museum of Art May 2011 - Present
AG Edwards & Sons June 2004 - November 2008
ExxonMobil July 1980 - February 2004
Skills
CPA (Texas), Managerial Finance, Budgets, Research, Microsoft Excel, Data Analysis, Strategic Planning, Project Management, Nonprofits, Business Strategy, Governance, Microsoft Office, Business Analysis, Change Management, Financial Modeling, English, Leadership
Education
University of Southern California 1978 — 1980
MBA, Finance
CMC 1972 — 1976
BA, Economics
Wells Fargo Advisors (via S3 - Strategic Staffing Solutions) 1990 - 2010
Wachovia Securities March 1990 - March 2009
A.G. Edwards & Sons 1990 - 2009
Skills
Testing, Active Directory, Project Planning, Visio, SharePoint, Management, Analysis, Software Documentation, Unix, SDLC, BMC Remedy, Business Analysis, Quality Assurance, Troubleshooting, Requirements Gathering, Vendor Management, XP, Security, Requirements Analysis, Process Improvement, ITIL, Integration, Operating Systems, Databases, IT Management, Systems Analysis, Disaster Recovery, SQL
Education
ITT Technical Institute-Earth City 2011 — 2013
Associate of Applied Secience Degree, Network System Administration/Administrator
University of Missouri-Saint Louis 2001 — 2002
Certificate of Completion, Visual Basic;
Harris Stowe State College 1980 — 1982
Secondary Education
St. Louis Community College 1979 — 1980
Business Admin
Temporary Work 2012 - Present
Moreland School District 2007 - 2011
A.G. Edwards & Sons 2001 - 2001
PaineWebber 1984 - 1995
Dean Witter Reynolds Inc. 1980 - 1984
Skills
Organizational..., Customer Service, Management, Employee Training, Staff Supervision, Interpersonal..., Operational Excellence
Education
Work2Future/Center for Training & Careers
De Anza College
University of Hawaii at Manoa
WELLS FARGO ADVISORS FINANCIAL NETWORK,LLC,MEMBER SIPC June 2011 - Present
Wells Fargo Advisors July 2009 - June 2011
AG Edwards & Sons July 1998 - July 2009
Skills
401k Rollovers, Retirement Planning, 401k Plans, Investment Planning, Tax-Efficient Strategies
Education
University of Oklahoma 1982 — 1986
Bachelor's Degree, Economics
Southern Methodist University
Masters in Tax Law
Univeristy of Texas
Juris Doctor (J.D.)
Fidelity Investments March 2013 - Present
Fidelity Investments May 2012 - February 2013
Adecco Group August 2011 - April 2012
H & R Block Financial Advisor ( Now Ameriprise Financial) March 2008 - January 2010
AG Edwards & Sons September 2006 - August 2007
Mid-America Financial Group (outof Business) September 2005 - June 2006
UBS September 2002 - September 2005
Skills
Investments, Investment Strategies, Asset Allocation, Series 7, Brokerage, Pensions, Mutual Funds, Asset Management, Wealth Management, Alternative Investments, Financial Planning, Asset, Trading, Insurance, Financial Advisory, Series 63, Securities, Retirement Planning, Annuities, 401k, Portfolio Management, Equities, Customer Service, Hedge Funds, Financial Analysis, Investment Advisory, Series 66, Bonds, Options, Fixed Income, Retirement, Strategic Financial..., Uniform Combined State..., IRAs, Finance, Financial Services, Investment Management, Series 6, Series 24
Education
Keller Graduate School of Management of DeVry University 1995 — 1998
Master of Business Administration (MBA), Finance, General
University of Central Missouri 1988 — 1991
Bachelor's degree, Finance
PETCO Animal Supplies, Corporate Headquarters May 2014 - Present
PETCO Animal Supplies, Corporate Headquarters October 2012 - May 2014
PETCO Animal Supplies, Corporate Headquarters January 2012 - October 2012
Encore Capital Group October 2009 - January 2012
Solar Turbines (A Caterpillar Company) April 2007 - November 2009
A.G. Edwards & Sons June 2006 - April 2007
Skills
Supply Chain Management, Inventory Analysis, Global Sourcing, International Project..., Promotional Analysis, Marketing Strategy, Management, Leadership, CRM, Analysis, Analytics, Project Management, Training, Marketing, Business Development, Strategy, Customer Service, Sales
Education
San Diego State University-California State University 2005 — 2009
B.A., International Business- French, W. Europe and Management
ESSEC - ESSEC Business School 2008 — 2008
BA, International Management
Bank of America February 2014 - Present
JPMorgan Chase July 2012 - January 2014
Ernst & Young April 2011 - June 2012
TD Ameritrade August 2010 - March 2011
Prudential Financial May 2008 - July 2010
Freddie Mac April 2006 - April 2008
UBS Investment Bank January 2006 - March 2006
AG Edwards & Sons May 2005 - December 2005
Skills
Business Analysis, Data Analysis, Business Requirements, Business Process Design, Use Case Analysis, Functional..., Functional Requirements, User Acceptance Testing, SDLC, UML, Requirements Analysis, Project Management, SQL, Analysis, Business Process, Requirements Gathering, Agile Methodologies, Visio
Education
Oklahoma Christian University 2003 — 2004
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Jawaharlal Nehru Technological University 1998 — 2002
Bachelor of Engineering (BEng), Computer Science
Microsoft November 2012 - Present
Cisco August 2007 - November 2012
Oracle February 2006 - August 2007
A.G. Edwards & Sons July 2004 - February 2006
Skills
Salesforce.com, Solution Selling, Enterprise Software, SaaS, Direct Sales, Account Management, Cloud Computing, Unified Communications, WebEx, Sales Process, Professional Services, Sales Management, Sales, Business Development, Channel, Lead Generation, Security, Business Analysis
Education
Clarkson University 2000 — 2004
Bachelor of Science, Management Information Systems
Wells Fargo Advisors May 1994 - Present
AG Edwards & Sons May 1994 - May 2007
Dean Witter Reynolds Inc. June 1988 - June 1991
Skills
Retirement Planning, Asset Allocation, 401-K Rollover, Estate Investment..., Insurance, Series 63, Finance
Education
Rowan University 1982 — 1984
BS, Finance, General
The University of Charleston 1980 — 1981
Realtor December 2007 - December 2009
Sensitech October 2000 - September 2005
RCM Technologies May 2000 - October 2000
Boston Capital January 1999 - September 1999
Oxford Health Plans September 1997 - November 1998
AG Edwards & Sons September 1994 - August 1997
Skills
Administrative Office..., Office Management, Microsoft Office, Customer Service, Technical Support, Project Management, Computer Hardware, SharePoint Portal..., FrontPage, Help Desk Support, Database Administration, Data Analysis, Data Management, HTML, TCP/IP, Reports, Network Administration, Network Hardware, Microsoft Server Support, Enterprise Architecture, Technical Documentation, Software Quality..., Symantec Antivirus, Computer Software..., Fax Server, Web Servers, Real Estate, Residential Homes, Short Sales
Education
Central Piedmont Community College 2007 — 2007
NC Real Estate Broker and NC Mortgage Loan Officer
New Horizons 2003 — 2003
Implementing MS SharePoint Portal Server
Northeastern University 2001 — 2001
Software Engineering
Boston University 1999 — 2000
MS Windows NT Administration, MS Systems Engineering, A
Micro C Training Center - Hollis NH 1999 — 1999
Computer Networking
Parkes Secretarial School, Sydney, NSW, Australia
Secretary, Accounting, Typing, Shorthand, Transcription, Business Writing
American Mills Inc., Cushion Pros December 2013 - Present
First National Bank of Griffin April 2008 - November 2013
AG Edwards & Sons October 2005 - April 2008
The 1888 Group, Inc. August 1996 - June 2005
Dundee Mills January 1982 - July 1996
Skills
Accounting, Internal Controls, Banking, Investments
Education
Georgia Institute of Technology
Bachelor of Science in Mechanical Engineering
Georgia Institute of Technology
Bachelor of Management
TriZetto, A Cognizant Company November 2012 - Present
Express Scripts August 2011 - November 2012
Network Solutions February 2008 - August 2011
AG Edwards & Sons February 1998 - February 2008
Skills
Agile Methodologies, Quality Assurance, Quality Center, SDLC, Software Quality..., Waterfall
Education
Fontbonne University 2000 — 2002
Masters, Business Administration
Southern Illinois University, Edwardsville 1992 — 1997
Bachelors of Science, Management Information Systems
Raymond James January 2008 - Present
AG Edwards & Sons August 1987 - January 2008
The Lucas Group March 1972 - December 1986
Skills
Customer Service, Research, Customer Relations, Excel, Word, Commercial Pilot
Education
Mercer University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Mercer University 1965 — 1969
Bachelor of Arts (B.A.), Economics
Rogers & Kirby September 2014 - January 2015
Edward Jones March 2012 - August 2014
SagePoint Financial January 2011 - October 2011
Householder Group March 2010 - July 2010
Windstone Capital Partners January 2008 - January 2010
Mutual Service Corporation November 2006 - August 2007
Vanguard October 2003 - August 2006
AIG American General August 2002 - October 2002
JP Morgan ChaseMutual Funds January 2001 - October 2001
AG Edwards & Sons June 1999 - January 2001
Skills
Mutual Funds, Customer Service, Team Building, Securities, Investment Advisory, Investments, Retirement Planning, Financial Advisory, Asset Allocation, Trading, Options, Series 7, Series 63, Retirement, 401k, Bonds, Finance, Due Diligence, Investment Strategies, Wealth Management
Education
Arizona State University
Business, Mathematics
Maricopa Community Colleges
Associate of Arts Degree, Applied Mathematics
AG Edwards & Sons June 1992 - March 2008
Merrill Lynch January 1974 - June 1992
Skills
Retirement Planning, IRAs, Fixed Annuities, Retirement, Series 7, Small Business, Strategic Financial..., 401k, Wealth Management, Investments, Estate Planning, Investment Advisory, Insurance, Series 63, Portfolio Management, Asset Allocation, Finance, Nonprofits, Financial Planners, Fundraising
Education
Pasadena City College
Associate of Arts (AA), Humanities/Humanistic Studies
San Diego State University-California State University
Business Administration and Management, General
Temple City
High School degree
Fidelity Investments October 2014 - Present
Fidelity Investments March 2012 - October 2014
COMMONWEALTH FINANCIAL NETWORK November 2011 - January 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2006 - November 2011
A.G. EDWARDS & SONS September 2004 - January 2006
Skills
Management, CRM, Call Centers, Securities, Wealth Management..., Investments, Brokerage, Finance, Financial Advisory, Equities, Banking, Series 7, Mutual Funds, Financial Services
Education
Stonehill College
B.S.B.A. Bachelors of Science, Business Administration
Accident Fund Insurance Company of America May 2014 - Present
Accident Fund Insurance Company of America June 2007 - April 2014
Accident Fund Insurance Company of America 2002 - 2007
Paragon Die & Engineering 2000 - 2002
Fifth Third Bank 1999 - 2000
Priority Health 1996 - 1999
AG Edwards & Sons 1994 - 1996
Skills
Underwriting, Insurance, Marketing, Property & Casualty..., Workers Compensation, Budgeting, Financial Planning, Information Technology, Financial Reporting, Agency Relationship..., Predictive Analytics, Strategic Financial...
Education
Western Michigan University - Haworth College of Business 1999 — 2001
MBA, Business
Central Michigan University 1992 — 1994
BSBA, Finance
Valued Partners January 2010 - Present
Value Place Franchise Services April 2004 - January 2012
A.G. Edwards & Sons August 2002 - April 2004
Candlewood Hotel Company 1996 - 2001
Skills
Public Speaking, Franchising, Executive Management, Vocal Performance, Voice Over, Leadership, Time Management, Budgets, Management, Singing, Strategic Planning, Finance, Income Statement, Entrepreneurship, P&L, Contract Negotiation, Hospitality, Training, Marketing, New Business Development, Team Building, Business Planning, Customer Service
Education
Oklahoma State University 1988 — 1993
Business Administration, Marketing
Stillwater High School 1984 — 1988
VIRTUALProspect October 2014 - Present
Quint Wellington Redwood December 2013 - September 2014
CourseSeeker May 2006 - December 2013
Avant Corporation 1997 - July 2012
Principle Technologies, LLC 2002 - 2003
Sun Microsystems May 2000 - December 2000
SBC Communications 1996 - 1999
A.G. Edwards & Sons 1994 - 1996
Clipper Cruise Line 1990 - 1991
Skills
IT Strategy, IT Management, Management, IT Service Management, Service Portfolio..., Business Service..., IT Operations, Service Management, ITIL, Governance, Service Delivery, Cloud Computing, Business Process, Information Technology, Enterprise Software, Entrepreneurship, Process Improvement, Change Management, Vendor Management, Solution Architecture, Integration, Professional Services, Networking, Telecommunications, Business Analysis, Data Center, Enterprise Architecture, PMO, SaaS, Process Engineering, Incident Management, Outsourcing, Business Intelligence, Cross-functional Team..., Software Project..., Pre-sales, Resource Management, IT Outsourcing, SDLC, Consulting, Strategy, CRM, Marketing Strategy, Marketing Communications, New Business Development
Education
University of Missouri-Saint Louis
BS, Business Administration & Management Information Systems
Merrill Lynch September 2007 - Present
AG Edwards & Sons June 2005 - September 2007
Hy-Vee Food Stores August 1993 - June 2003
Skills
Investments, Retirement Planning, Insurance, Series 7, Wealth Management, Asset Allocation, Series 63, Investment Advisory, Retirement, Strategic Financial..., Investment Strategies, 401k Rollovers, Mutual Funds, Strategic Planning, Leadership, Public Speaking, Finance, Portfolio Management, Risk Management
Education
Quincy University 2001 — 2003
Finance
University of Mississippi 1997 — 1998
Gabriel Group February 1983 - Present
The Wordhandlers, Inc. February 1983 - October 2004
A.G. Edwards & Sons January 1974 - January 1980
Skills
Strategic Planning, Fundraising, Direct Marketing, Marketing Strategy, Management, Interactive Marketing, Sales Management, Sales, Leadership, Database Marketing, Strategic Partnerships, Marketing, Direct Mail, Corporate Communications, Digital Printing, Start-ups, Variable Data Printing, Business Strategy, Advertising, Customer Service, Social Media Marketing, Email Marketing, Marketing Communications, New Business Development, Social Media, Offset Printing, Strategy, Entrepreneurship, Project Management, Leadership Development, Account Management, Analytics, Negotiation, Digital Marketing, Small Business, Integrated Marketing, Coaching, Non-profits, Team Building, Art, Online Marketing, Online Advertising, Business Development, Multi-channel Marketing, B2B, Internal Communications, Brand Management, Business Planning, Market Research
Education
University of Arizona 1969 — 1974
Bachelor of Science, BA, Marketing
John Burroughs, Saint Louis, MO 1969
America Group powered by LPL Financial April 1997 - Present
AG Edwards & Sons 1991 - 1997
Dean Witter 1986 - 1991
Derderian Kann Seyferth & Salucci PC CPA's 1983 - 1985
James F Peters & Co, CPA's 1981 - 1983
Skills
Series 7, Securities, FINRA, Investments, Series 63, Investment Management, Uniform Combined State..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Risk Management, Finance, Tactical Asset..., Global Tactical Asset..., Series 8, series 66, 401k, 401k Rollovers, Personal Financial..., Holistic Financial..., Technical Analysis, Financial Planning
Education
Walsh College 1978 — 1981
Bachelor of Accountancy, Accounting
Ferris State University 1976 — 1978
Associate of Accounting, Accounting
Walled Lake Western 1971 — 1976
Diploma
Boston Financial Data Services July 2009 - Present
AG Edwards & Sons August 2007 - March 2009
Bank of America December 2003 - August 2007
Skills
Microsoft Excel, Call Center, Access, SQL, SAS, Data Analysis, IEX Total View, Avaya, Query Analyzer, Analytics, Call Centers, Databases, Forecasting, Testing, Analysis, Software Development, Banking, Business Analysis, Vendor Management, Financial Services, Process Improvement, Risk Management, Strategic Planning
Education
University of Maine 1995 — 1997
Master of Arts (M.A.), Economics
University of Maine 1988 — 1992
Bachelor of Arts (B.A.), Philosophy
Robert W. Baird & Co. September 2015 - Present
Wells Fargo Advisors, LLC October 2007 - Present
AG Edwards & Sons June 2001 - October 2007
Morgan Stanley Dean Witter May 1999 - June 2001
Skills
Financial Advisory, 401k Rollovers, Retirement Plan..., Financial Services, Risk Management, Wealth Preservation..., Fixed Income Strategies, Stock Trading, Concentrated Stock..., Asset Allocation, Retirement Planning, Tax-efficient Strategies, Insurance, Retirement, Portfolio Management, Finance, Securities, Customer Service, Fixed Income, Public Speaking, Mutual Funds, Account Management, Mortgage Lending, Financial Analysis, Financial Modeling, Separately Managed..., ETFs, Wealth, Uniform Combined State..., Mortgage Banking, Series 63, 401k
Education
College of Charleston 1996 — 1999
Monroe Community College 1994 — 1996
Citizens Investment Services September 2012 - Present
Wells Fargo Advisors, LLC May 2007 - August 2012
Wachovia Securities January 2008 - December 2009
AG Edwards & Sons March 2007 - January 2008
Atlantic Financial Services / Mortgage Matchmaker February 1992 - May 2007
General Physics September 1991 - February 1992
Analysis & Technology June 1982 - August 1991
Kaman Aerospace Corp March 1979 - June 1982
Electric Boat September 1973 - March 1979
Hartford National Bank September 1970 - June 1973
Skills
Investments, Financial Advisory, Retirement Planning, Estate Planning, College Savings Plans, 401k Rollovers, Life Insurance, Variable Annuities, Indexed Annuities, Wealth Management, Retirement, Mutual Funds, IRAs, Insurance, Portfolio Management, Mortgage Lending, Series 7, Investment Advisory, 401k, Management, Integrity, Series 63, Loans, Strategic Financial..., Fixed Annuities, Investment Strategies, Asset Allocation, Securities, Wealth, Finance, Financial Planning, Long-term Care, Series 65
Education
Lehigh University 1965 — 1969
BS, Marketing
Tabor Academy 1961 — 1965
HS, College Prep
Financial Management Services of Amerca (FMSA) 2010 - Present
Oxford Asset Management January 2004 - December 2010
AG Edwards & Sons December 1989 - December 2003
Skills
Financial Analysis, Investments, Investment Strategies, Valuation, Alternative Investments, Financial Modeling, Wealth Management, Bonds, Investment Management, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Mutual Funds, Municipal Bonds, Series 7, Estate Planning, Insurance, Asset Management, Series 63
Education
The University of Texas at Austin - The Red McCombs School of Business 1971 — 1976
BBA, MBA, Accounting, Finance
Fendz Asset Management, Inc. June 2006 - Present
Morgan Keegan, Inc. November 2004 - June 2006
WM Financial Services March 2003 - November 2004
A.G. EDWARDS & SONS March 1998 - March 2003
Merrill Lynch June 1997 - January 1998
Skills
Asset Management, Financial Advisory, Investment Strategies, Equity Indexed Annuities, Variable Annuities, Life Insurance, Health Insurance, 401k Rollovers, 401k, Retirement Planning, Strategic Financial..., Asset Managment, Portfolio Management, Retirement, Estate Planning, Financial Services, Fixed Annuities, Series 7, Securities, Wealth Management, Wealth Accumulation, Private Banking, Finance, High Net Worth..., Wealth Management..., Alternative Investments, Insurance, Risk Management, Investment Management, Disability Insurance, Investments, Series 63, Separately Managed..., Personal Finance, ETFs, Management, Fixed Income, Mutual Funds, Pensions, Series 65, Investment Advisory, Wealth, Asset Allocation, FINRA, Series 6, Entrepreneurship, Equities, Loans, IRAs, Bonds
Education
Cannon Financial Institute 2005 — 2005
Wealth Mgmt., Comprehensive Wealth Mgmt.
Florida International University - College of Business Administration 1980 — 1999
BBA, Finance & International Business
Merrill Lynch 1997 — 1998
Series 7, 63, 65 & 215, Investments & Insurance
South Miami Senior High 1978 — 1980
High School Doploma, Sociology
Wintrust Wealth Management March 2009 - Present
Banc of America Investment Services, Inc. August 2003 - March 2009
AG Edwards & Sons March 2000 - July 2003
Skills
Wealth Management, Investments, Portfolio Management, Series 7, Insurance, Retirement, Financial Advisory, Financial Services, 401k, Finance, Management, Asset Allocation
Education
Eastern Illinois University 1990 — 1994
Bachelor of Science
Sleepy's September 2012 - Present
Life Change Solutions November 2011 - August 2012
firstSTREET April 2011 - October 2011
TrueNorth Academy January 2006 - June 2008
Success Development, Inc February 2002 - June 2003
Franklin Covey August 1992 - November 2001
American Express 1989 - 1991
A.G. Edwards & Sons June 1985 - April 1989
Skills
Coaching, Sales, Management, Training, Distance Learning, Linguistics, Sales Management, Public Speaking, Leadership Development, New Business Development, Account Management, Team Building, Strategic Planning, Training Delivery, Marketing, Business Development, Negotiation, Lead Generation, Leadership, Team Leadership, Entrepreneurship, Marketing Strategy, Recruiting, Online Advertising, Start-ups, Customer Service, Business Strategy, Business Planning, Management Consulting, Time Management, Social Networking, Sales Process, Strategy, Online Marketing, Salesforce.com, CRM, Direct Sales, Social Media Marketing, B2B, Sales Operations, Strategic Partnerships, Selling Skills, Cold Calling, Sales Presentations
Education
AG Edwards School of Investment Brokerage 1984 — 1984
Series 7 Securities License, Financial
American University 1971 — 1973
English, Pre-Law
United States Naval Academy 1969 — 1971
KZB's Sweet Treats January 2014 - Present
Aramark @ Consol Energy Center August 2010 - Present
Clerk of Courts - County of Butler October 2004 - Present
Aramark @ Heinz Field August 2003 - Present
LAS- -Lutheran Affiliated Services June 1992 - June 1995
Outlook Enterprises October 1990 - June 1992
AG Edwards & Sons May 1990 - October 1990
Education
Slippery Rock University of Pennsylvania 1986 — 1990
Business Administration and Management, General
Butler Senior High School 1982 — 1986
Magellan Health December 2014 - Present
Centene Corporation June 2014 - December 2014
Magellan Health Services November 2008 - June 2014
Millsap & Singer, P.C. September 2004 - November 2008
Star Manufacturing 2003 - 2004
Magellan Health Services (Ciber Consultant) 2001 - 2002
A.G. Edwards & Sons 2000 - 2001
Skills
Web Services, JavaScript, XSLT, .NET, jQuery, Database Design, Microsoft SQL Server, ASP, Perl, JSON, XML, SOAP, SharePoint, MongoDB, VB.NET, T-SQL, AJAX, ASP.NET MVC, SSRS, TFS, IIS, Visual Studio, ASP.NET AJAX, Android, PHP, Apache, Node.js, Bootstrapping, MVC, AngularJS, Web Applications, REST, VBScript, LINQ, C#, SSIS, ASP.NET, SQL, Stored Procedures, HTML 5, Web Development, Application Architecture, CSS, MySQL, HTML, Microsoft Dynamics, CRM, Microsoft CRM, TIBCO, Oracle
Education
Southern Illinois University, Edwardsville 2001 — 2002
Computer Sceince
Truman State University 1998 — 2000
Computer Science
Chester High School
Allstate Financial Services September 2001 - Present
Advantage Capital September 1998 - August 2001
AG Edwards & Sons June 1996 - August 1998
Hearst Corporation Newspaper Division August 1985 - June 1996
Skills
IRAs, Long-term Care, Financial Services, Retirement, Annuities, Life Insurance
Education
Texas A&M International University 1988 — 1991
Master of Business Administration (M.B.A.), International Trade
The University of Texas at San Antonio 1982 — 1984
Bachelor's degree, Finance and Financial Management Services
Agspring May 2014 - Present
Gavilon Group, LLC September 2012 - May 2014
Gavilon Group, LLC April 2010 - September 2012
Securities America, Inc. Member FINRA/SIPC August 2009 - April 2010
Securities America, Inc. Member FINRA/SIPC October 2008 - August 2009
A.G. Edwards & Sons September 2006 - August 2008
Skills
Microsoft Excel, Hyperion, Microsoft Office, Financial Modeling, Mergers, Financial Advisory, Portfolio Management, Series 7, Trading, Series 63, Financial Analysis, Mutual Funds, Retirement Planning, Financial Risk, Strategic Financial..., Securities, Insurance, Mergers & Acquisitions, Analysis
Education
Creighton University 2008 — 2011
M.B.A., Business / Finance
The University of Kansas 2000 — 2004
B.S., Chemical Engineering
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney April 2008 - June 2012
Bear Stearns April 2007 - April 2008
AG Edwards & Sons 2003 - 2007
Hold Brothers Online Investment Services 1998 - 2003
Skills
Series 7, series 66, Wealth Management...
Education
University of Scranton 1994 — 1998
Pointe Hardware & Lumber July 1990 - Present
AG Edwards & Sons 1985 - 1990
Warren, MI 1980 - 1985
ADT Security Services 1980 - 1982
Skills
Payroll & Accounting, Inventory Control, Marketing, Customer Service, Budgets, Contract Negotiation, Microsoft Office, Visual Merchandising, Purchasing, Loss Prevention, Income Statement, Strategic Planning, Construction, Renovation, Business Planning, Time Management
Education
University of Michigan Business School 1980 — 1983
Business Administration
Western Michigan University 1977 — 1980
BBA, Finance & Managenment
Rochester Adams High School 1972 — 1976
Consultant August 2012 - Present
Ameriprise Financial Services, Inc. November 2007 - August 2012
Sat-Ed Systems May 2004 - June 2011
AG Edwards & Sons January 1995 - November 2007
Shearson Lehman brothers 1987 - 1995
Skills
401k Rollovers, Asset Allocation, Asset Management, Banking, Business Development, Business Strategy, Estate Planning, Finance, Financial Advisory, Financial Goals, Fixed Annuities, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Risk Management, Saving for Education, Securities, Series 24, Series 63, Series 7, Strategic Financial..., Uniform Combined State..., Wealth Management, Financial Planners, Alternative Investments
Education
University of Minnesota-Twin Cities 1974 — 1987
Bachelor of Science, Economics
University of Minnesota-Twin Cities
St. Louis American Newspaper 2005 - Present
Watchman News Group Newspaper 2002 - 2005
A.G. Edwards & Sons 1997 - 2002
Skills
Graphic Design, InDesign, Illustration, Corporate Identity, Photography, Customer Service, Layout, CRM, Brochures, Illustrator, Microsoft Office, Graphics, QuarkXPress, Adobe Acrobat, Dreamweaver, Web Design, Advertising, Wedding Photography
Education
University of Missouri-Saint Louis
BFA, Graphic Design, Minor in Photography
SIU School of Dental Medicine July 2006 - Present
AG Edwards 2005 - June 2006
Anheuser-Busch InBev 2004 - 2005
Consultant 2001 - 2004
CoreExpress 2000 - 2001
Intertech 1999 - 2000
SAVVIS 1998 - 1999
AG Edwards & Sons 1994 - 1999
Consultant July 1993 - August 1994
Unisys 1990 - 1993
Skills
Microsoft SQL Server, Databases, PL/SQL, Unix, SQL, C#, Linux, Perl, XML, Windows, C++, Visual Basic, Software Development, Solaris, Integration, Database Administration, Visual Studio, Microsoft Office, T-SQL, Oracle SQL Developer, Oracle Database, Microsoft Visual Studio..., Business Analysis
Education
Southern Illinois University, Carbondale 1985 — 1987
Bachelor of Applied Science (BASc), Computer Science
Lewis and Clark Community College 1983 — 1985
Computer Programming, Specific Applications
Western Illinois University 1982 — 1983
Geology/Earth Science, General
Peoples Mortgage Company February 2010 - Present
HomeAmerican Mortgage/Richmond American Homes November 2002 - February 2010
Universal American Mortgage Co January 2002 - November 2002
Ryland Mortgage Co February 2000 - January 2002
U.S. Home Mortgage Corp June 1998 - February 2000
A.G. Edwards & Sons January 1995 - January 1998
Skills
Mortgage Lending, Mortgage Banking, Loans, Loan Origination, Underwriting, FHA, Investments, USDA, Real Estate
Education
Arizona State University 1996 — 1998
BS, Finance
Mesa Community College 1994 — 1996
Scottsdale Community College 1993 — 1994
Private Investor March 2000 - June 2015
Darvas Investment Management LLC September 2010 - December 2014
Paine Webber February 1995 - February 2000
A.G. Edwards & Sons January 1988 - February 1995
MBank Houston January 1985 - October 1987
Skills
Registered Investment..., Investments, Financial Markets, Finance, Stock Trading, Investment Strategies, Hedge Funds, Portfolio Management, New Business Development, Financial Sales, Investment Analysis, Investment Management, Financial Services
Education
Louisiana State University 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Louisiana State University 1976 — 1981
BS, Industrial Technology
Specialized Schedulers, Inc. March 1999 - Present
AG Edwards & Sons November 1997 - March 1999
Smith Barney April 1994 - October 1997
Skills
401k, Advertising, Asset Allocation, Asset Management, CRM, Coaching, Management, Mutual Funds, Sales, Alternative Investments, Commodity, Corporate Communications, Customer Service, Database Admin, Event Planning, Finance, Financial Advisory, Financial Services, Fixed Annuities, Hedge Funds, Investment Advisory, Investments, Marketing, Outlook, Public Speaking, Recruiting, Retirement, Retirement Planning, Sales Management, Sales Operations, Sales Process, Securities, Time Management, Asset Managment, Change Management, Series 63, Series 7, Workshop Facilitation, Wealth Management
Education
Santa Clara University
Clear Vision Concepts, LLC October 2008 - Present
Sprint Nextel January 2006 - May 2008
Hallmark, Inc. April 2005 - January 2006
Sprint September 2004 - May 2005
Sprint January 2003 - September 2004
Sprint Publishing & Advertising July 2001 - January 2003
Sprint Publishing & Advertising June 2000 - June 2001
AG Edwards & Sons 1997 - 2000
Skills
Process Improvement, Business Case, Internal Audit, Sarbanes-Oxley, Event Planning, Forecasting, Financial Analysis, Budgets, Strategic Planning, Pricing, Variance Analysis, Project Management, Competitive Analysis, Business Development, Finance, Cross-functional Team..., Financial Reporting, Management, Strategy, Business Process..., Financial Modeling, Executive Management, Start-ups, Business Strategy, New Business Development, Small Business, Management Consulting, Team Leadership, Invoicing, Strategic Partnerships, Public Speaking, Sarbanes-Oxley Act, P
Education
University of Missouri-Kansas City 2001 — 2002
MBA, Management
Missouri State University 1996 — 2000
BS, Finance
Suddenlink Communications March 2008 - Present
A.G. Edwards & Sons April 2003 - March 2008
Sun Microsystems February 2001 - October 2001
Skills
SOA, Disaster Recovery, Integration, Weblogic, Solaris, Cloud Computing, ETL, Unix, Requirements Analysis, Web Applications, Enterprise Software, Telecommunications, Software Development, Business Analysis, Network Security, SDLC, SQL, Troubleshooting, Oracle, Cisco Technologies, TCP/IP, Enterprise Architecture, Security
Education
Southern Illinois University, Edwardsville 2002 — 2003
Masters, Business Administration
Fontbonne University 1995 — 1998
Bachelor of Science (BS), Mathematics
Wentworth Planning Group November 2013 - Present
Merrill Lynch August 2009 - November 2013
UBS October 2000 - August 2009
AG Edwards & Sons June 1995 - October 2000
IBM August 1982 - September 1995
Skills
Certified Divorce..., Divorce Planning, Strategic Financial..., Estate Planning, Retirement, Risk Management, Wealth Management, Investments, Retirement Planning, IRAs, Insurance, Certified Financial..., Team Building, Financial Advisory, Finance, Financial Services
Education
The University of Connecticut School of Business 1980 — 1981
MBA, Finance
University of Maryland College Park 1975 — 1977
Bachelor of Science, Finance and Marketing
Syracuse University 1973 — 1975
Finance
SqueakyWheel Productions, LLC May 2014 - Present
UBS Wealth Management February 2015 - June 2015
J.P. Morgan Securities January 2009 - December 2013
Credit Suisse Securities March 2001 - January 2009
Credit Suisse Foundation 2001 - 2009
A.G. Edwards & Sons January 1997 - March 2001
Skills
Series 7, Series 63, Notary Public, Equities, New Business Development, Investments, Hedge Funds, Private Equity, Portfolio Management, Sales, Fixed Income, Finance, Event Planning
Education
Napa Valley College
Ducommun Incorporated June 2011 - Present
LaBarge, Inc. October 1996 - June 2011
A.G. Edwards & Sons September 1990 - October 1996
Skills
Corporate Communications, Internal Communications, Media Relations, Marketing Communications, Leadership, Public Relations, Management, Marketing Strategy, Editing, Marketing, Strategy, Press Releases, Investor Relations, Content Development, Writing, Strategic Communications, Brand Management, Communications Planning, Speech Writing, Message Development
Education
Saint Louis University
Bachelor’s Degree, Communications, Marketing minor, Magna cum laude
Nerinx Hall High School
High School
Fleetmatics 2014 - Present
Operation: Hire Our Heroes 2012 - 2013
Morgan Stanley Smith Barney 2008 - 2011
Blauvelt Investment Group 2003 - 2008
Merrill Lynch 1999 - 2003
A.G. Edwards & Sons 1993 - 1999
Skills
Public Speaking, Marketing, Social Media Marketing, Public Relations, Team Building, Customer Service, New Business Development, Sales Management, Management, Account Management
Education
Boston College
Bachelor of Arts (B.A.)
Boston College
Bachelor's degree
The Bowery Mission January 2013 - June 2014
Burke Library January 2010 - May 2014
A.G. Edwards & Sons April 2003 - August 2009
Gruntal & Co June 1999 - October 2002
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations, Research, PowerPoint, Writing, Problem Solving, Budgeting, Administration, Photoshop, Teaching, Strategic Planning, Negotiation, Public Speaking, HTML, Microsoft Word, Editing
Education
Union Theological Seminary 2010 — 2015
Master of Divinity (MDiv)
Union Theological Seminary
Master of Divinity Program
University of California, Santa Barbara 1972 — 1976
Bachelor's degree, Economics
T.S. Jackson Wealth Management Group of Wells Fargo Advisors, LLC September 2013 - Present
Wells Fargo Advisors September 2008 - May 2013
Citi Smith Barney October 2007 - September 2008
A.G. Edwards & Sons April 2006 - September 2007
Salomon Smith Barney March 2003 - March 2006
Morgan Stanley Dean Witter September 2002 - March 2003
Skills
401k Rollovers, Asset Allocation, Financial Advisory, Financial Services, Investment Strategies, Relationship Management, Retirement Plan..., Retirement Planning, Tax-Efficient Strategies, Wealth Preservation..., Securities, Retirement, Finance
Education
Alaska Pacific University
Bachelor of Arts (B.A.), Business Administration and Management
Bressler, Amery & Ross, P.C. June 2015 - Present
U.S. Department of Justice, Civil Division June 2014 - June 2015
Day Pitney LLP January 2010 - June 2014
New Jersey Crime Victims Law Center September 2009 - December 2009
Lincoln Square Legal Services August 2008 - December 2008
Day Pitney LLP May 2008 - August 2008
Securities and Exchange Commission June 2007 - August 2007
A.G. Edwards & Sons December 2001 - July 2006
Prudential Securities June 1999 - December 2001
United States Air Force August 1990 - July 1994
Skills
Litigation, Legal Writing, Civil Litigation, Legal Research, Legal Assistance, Appeals, Creditors' Rights, Pleadings, Securities, Motions, Corporate Governance, Securities Regulation, Dispute Resolution, Commercial Litigation, Franchise Litigation, Trade Secrets, International Trade Law, Customs Valuation, Customs Regulations, International Trade, Mediation, Courts, Franchising
Education
Fordham University School of Law 2006 — 2009
J.D., Law
Rutgers University-New Brunswick 1996 — 1998
BA, Political Science
Community College of the US Air Force 1990 — 1993
Associate, Applied Science, Avionics Systems Technology
Chris Burkmenn January 2011 - Present
Audience Company Nashville April 2013 - Present
Every Nation Ministries July 2012 - May 2013
CMA 2013 - 2013
Wells Fargo June 2009 - June 2012
George P Johnson June 2010 - September 2010
Wachovia Securities/Wells Fargo Bank April 2007 - June 2009
AG Edwards & Sons April 2007 - August 2008
Skills
Hosting, Brand Development, TV Personality, Customer Service, Webisodes, Acting, Creative Marketer, Confidentiality, Event Planning, Social Media, Teamwork, Solid computer skills, Professional Phone..., Marketing Communications, Social Networking, Typing
Education
Hickey College 2005 — 2006
Computer Specialist, Computers
Parsons Financial Advisors 2015 - Present
Foothill Securities, Inc. 2008 - 2015
Geneos Wealth Management 2007 - 2008
Provident Credit Union 2005 - 2007
Region of Financial Network Investment Corporation 2000 - 2005
A.G. Edwards & Sons 1996 - 2000
Prudential Insurance 1996 - 1996
PlanMember Financial Corporation 1989 - 1995
First Eagle Investment Banker 1989 - 1989
Skills
Financial Services, Broker-Dealer, Registered Investment..., Investment Advisory, Project Management, Chief Compliance Officer, Technology, Surveillance, Risk Management, Sales Management, Supervision, Management, Sales, Insurance, California Life..., Risk & Controls Testing, Complaint Resolution, Branch Inspections, Compliance Training, AML Compliance Officer, Operations Management, Alternative Investments, Arbitration, Mediation, Regulatory Examinations, Board of Directors..., Securities, Mutual Funds, Investments, Financial Planning, Banking
Education
University of Pennsylvania - The Wharton School 2013 — 2013
CRCP Program
California State University-Chico
Orgeron Investment Management April 2004 - Present
Orgeron Residential Properties, LLC January 1996 - Present
Williams Financial Group 2005 - 2015
AG Edwards & Sons February 1996 - April 2004
Skills
Investments, Asset Managment, Investment Advisory, Asset Management, Asset Allocation, Pensions, Alternative Investments, 401k, Portfolio Management, Financial Advisory, Mutual Funds, Equities, Wealth Management, Private Equity, Emerging Markets, Securities, Management, Real Estate Development, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Financial Planning, Customer Service
Education
McNeese State University 1989 — 1991
Mechanical Engineering
Kilgore College 1987 — 1989
AAS, Corrosion Engineering Technology
Dell November 2004 - Present
AG Edwards & Sons March 2003 - November 2005
BMW North America December 2000 - March 2003
Skills
Salesforce.com, Solution Selling, Sales Process, Negotiation, Direct Sales, Cloud Computing, Account Management, Customer Service, Enterprise Software, SaaS, Channel Partners, Storage, Sales Management, Business Development, Selling, Sales Operations, Sales, B2B, Leadership, Management, Strategy, Training, New Business Development, CRM
Education
Norwich University
University of Mary Hardin-Baylor
Braveau Experts 2011 - Present
Wells Fargo Advisors (Formerly Wachovia Securities, A.G. Edwards) August 1998 - April 2012
A.G. Edwards & Sons August 1998 - November 2002
Allsup Inc. October 1995 - August 1998
Education
University of Phoenix 2003 — 2005
Bachelor of Science, Business Administration
Caesar Consulting, LLC April 2015 - Present
Microsoft April 2012 - March 2015
Caesar Consulting, LLC - Caesar Creative, LLC August 2006 - April 2012
ADAPT of America 1999 - 2006
HarrisLOGIC, Inc. 1999 - 2006
Wordlink 1997 - 1999
Norstan 1997 - 1999
Varner Technologies, Inc. 1996 - 1997
EDS 1995 - 1996
A.G. Edwards & Sons 1994 - 1995
Skills
Integration, Strategic Planning, Marketing, Software Development, Cloud Computing, Pre-sales Technical..., Pre-sales, Web Development, Enterprise Software, Program Management, Start-ups, Solution Selling, Virtualization, Business Intelligence, Management, IT Management, SaaS
Education
University of Missouri-Saint Louis 1999 — 2003
RBC Dominion Securities 2008 - Present
A.G. Edwards & Sons 2003 - 2008
Wells Fargo 1998 - 2003
Wealth Management Group at Oppenheimer & Co 1992 - 1998
Skills
Institutional Money..., Bond Portfolios, Listening, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models, Understanding Client..., Wealth Management, Finance, Financial Services, Investments
Education
USC Marshall School of Business 1989 — 1992
Master of Business Administration - Emphasis in Finance, Finance
UCLA 1976 — 1979
Bachelor of Arts - Psychology, Psychology
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
Ernst and Young October 2013 - Present
Ernst & Young June 2012 - October 2013
Investance October 2010 - June 2012
Group One Trading, LP October 2007 - October 2010
Group One Trading, LP October 2006 - October 2007
Group One Trading, LP August 2004 - October 2006
A.G. EDWARDS & SONS June 2003 - August 2003
Merrill Lynch June 2002 - August 2002
Skills
Options, Derivatives, Volatility, Equities, Trading, Management Consulting, project management, Business Analysis, Financial Analysis, Financial Advisory, Reporting & Analysis, Budget Preparation, SDLC, PMO, Financial Services, Financial Risk, Project Management, Information Technology, Portfolio Management
Education
Stanford University 2000 — 2004
B.S., Biological Sciences/Economics
Giella Financial Services December 2012 - Present
Edward Jones Investments May 2009 - December 2012
Wachovia Securities LLC May 2003 - May 2009
A.G. Edwards & Sons March 1995 - May 2003
Skills
Sales Management, investment knowledge, mentoring skills, Computer Literate, high energy, Team Leadership, Coaching, client development, integrity and..., strong communication..., excellent sales skills, ability to travel..., manage sales territory, team player, track record of..., Teamwork, Client Development, Strategic Financial..., Management, Insurance, Mutual Funds, Retirement, Fixed Annuities, Financial Advisory, Financial Planning
Education
Regent University 1992 — 1995
Master of Business Administration (MBA), Business
Regent Universtiy 1992 — 1995
Master of Business Administration (MBA), Business Administration and Management, 3.4965
St. Leo University 1989 — 1991
Bachelor of Arts (BA), Criminology
WAO Designs January 2009 - Present
Solace Management & Event Planning January 2007 - Present
AG Edwards & Sons January 1999 - March 2000
Scott & Stringfellow January 1992 - January 1999
Skills
Jewelry Design, Handmade Jewelry, Jewelry, Bracelets, Necklaces, Retail, Fashion, Apparel, Merchandising, Styling, Visual Merchandising, Luxury Goods, Trend, Fashion Design, Store Management
Education
Queens University of Charlotte 1993 — 1997
Charter Communications March 2015 - Present
Sprint July 2014 - September 2014
Bank of America January 2013 - June 2014
Amazon.com January 2011 - April 2012
USTRANSCOM with RTGX 2009 - January 2011
Wachovia Securities 2007 - May 2010
Wachovia Corporation 2007 - March 2009
A.G. Edwards August 2000 - October 2007
A.G. Edwards & Sons 2000 - October 2007
Performics October 1998 - August 2000
Skills
Perl, TCP/IP, Apache, SharePoint, Troubleshooting, Python, Programming, Architectures, C++, Windows, Weblogic, SOAP, Data Center, Requirements Analysis, Networking, Integration, Technical Support, Disaster Recovery, Architecture
Education
Missouri State University 1994 — 1998
Bachelor of Science (BSc)
Minnesota State University, Mankato 1988 — 1991
N/A
University of Borås
Fortis Net Lease June 2015 - Present
Leon's Restaurants January 1999 - Present
Signature Associates Commercial Real Estate November 2012 - October 2014
Investment Solution Services, LLC February 2011 - December 2012
Telemus Capital Partners May 2010 - August 2010
A.G. Edwards & Sons July 2006 - January 2007
Skills
Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Investment, Equity Trading, Negotiation, Research, Fixed Income Products, Mutual Fund Research, Portfolio Management, Business Analysis, Team Leadership, Annuity, Customer Service, Customer Relations, Investment Advisory, Risk Management, Financial Planning, Financial Markets, Financial Management, Alternative Investments, Entrepreneur, Wealth Management, Real Estate Sales..., Strategic Financial..., Entrepreneurship, Investment Properties, Mutual Funds, Insurance, Securities
Education
University of Michigan-Dearborn 2007 — 2010
MBA, Finance
Michigan State University 2001 — 2005
Bachelor's degree, Finance, General
Detroit Catholic Central High School 1998 — 2001
Self Employed - Mechanical Engineer / Industrial Designer September 2013 - Present
Goodyear November 2008 - August 2011
Georgia Tech ATDC January 2008 - November 2008
Physical Acoustics Corp May 2007 - January 2008
Independent Consulting March 2006 - May 2007
A.G. Edwards & Sons June 2004 - March 2006
GTI Consulting September 2001 - June 2004
Penberthy Foundry (Div. of TYCO International) September 2000 - September 2001
Gamma Technologies, Inc August 1994 - September 2000
Quantum Measurements Corporation June 1993 - August 1994
Skills
Manufacturing, Continuous Improvement, Lean Manufacturing, Kaizen, Project Management, SAP, Training, Project Engineering, Electricians, TPM, Mechanical Engineering, Kanban, Six Sigma, Business Development, Microsoft Excel, Engineering, Process Engineering
Education
Georgia Institute of Technology - Georgia Tech College of Management 1984 — 1986
MSIM, Management
Georgia Institute of Technology 1977 — 1982
BME, Mechanical Engineering
Wells Fargo Advisors May 2009 - Present
Wachovia Securities February 2008 - May 2009
A.G. Edwards & Sons, Inc. October 2004 - February 2008
A.G. Edwards & Sons October 2000 - October 2004
Union Pacific Railroad July 1999 - September 2000
Edward Jones June 1996 - January 1999
US Transportation Command June 1991 - April 1996
Skills
Hardware, HP-UX, Unix, Unix Shell Scripting, SAN, Disaster Recovery, System Administration, BMC Remedy, DNS, Mainframe, Shell Scripting, Servers, SDLC, Linux, Networking, Troubleshooting, Operating Systems, Red Hat Linux, Data Center, Solaris, Customer Service, Root Cause Analysis, Technical Support, Network Security, TCP/IP, RHEL
Education
Belleville Area College 1993 — 1995
Computer Science
Community College of the Air Force 1991 — 1994
Computer Science
Jamestown Community College 1984 — 1985
Computer Science
Wellington Yacht Partners March 2008 - Present
Churchill Yacht Partners March 2007 - March 2008
Bear Stearns December 2006 - March 2007
A.G. Edwards & Sons August 2005 - December 2006
Skills
Risk Management, Yachting, Navigation, Capital Markets, Investment Banking, Sailing, Business Development, Boating, Contract Negotiation, Maritime, Negotiation, Selling, Boat, Due Diligence, Finance
Education
Connecticut College 2001 — 2005
BA, Economics
The Tuck School of Business at Dartmouth 2004 — 2004
none, Tuck Business Bridge Program
Portsmouth Abbey School 1997 — 2001
Prep School
Friends academy
Grammer
Merrill Lynch October 2011 - Present
Morgan Stanley 2004 - October 2011
AG Edwards & Sons May 1998 - April 2004
Skills
Alternative Investments, Wealth Management, Investment Strategies, Portfolio Management, Estate Planning, Due Diligence, Financial Services, Asset Managment, Asset Allocation, Investment Advisory, Retirement Planning, Strategic Financial..., Risk Management, Separately Managed..., Commercial Lending, Derivatives, Credit, Loans, ETFs, Wealth Management..., Structured Products, Options, Financial Markets, Finance
Education
Wharton School of Business 2005 — 2006
Southern Methodist University - Cox School of Business 1997 — 1998
Bachelor of Science (BS), Finance
Wells Fargo July 2012 - Present
Wells Fargo November 2009 - July 2012
Wachovia February 2008 - November 2009
A.G. Edwards & Sons July 1999 - February 2008
Epoch Group July 1996 - June 1999
Fujitsu ICL Retail Systems January 1995 - July 1996
Skills
Red Hat Linux, Server Architecture, HP-UX, Linux, Operating Systems, Product Management, RedHat, Servers, Solaris, Unix
Education
University of Missouri-Rolla 1990 — 1994
Bachelors, Computer Science
City of Chico December 2012 - Present
Special Olympics Butte County January 2009 - Present
Randall Stone Realty November 2005 - Present
Randall Stone Financial Planning & Real Estate June 2004 - Present
Stone Building Corporation September 2005 - February 2012
A.G. Edwards & Sons January 2003 - March 2004
Morgan Stanley March 2002 - January 2003
Skills
Estate Planning, Bonds, Options, Real Estate, Retirement Planning, Personal Finance, Public Administration, Public Policy, Public Finance, IRAs, Management, Leadership, Mutual Funds, Investments, Strategic Financial..., Nonprofits, Retirement, Portfolio Management, Fixed Annuities, Series 7, Finance, 401k, Series 63, Financial Services, Wealth Accumulation, Small Business, Disability Insurance, Investment Properties, Project Planning, Stocks, Community Development, Risk Management, Real Estate Transactions, Analysis, Funding, Financial Analysis, Strategic Planning, Public Speaking, Commercial Real Estate, Community Outreach, Sellers, Economic Development, Policy Analysis, Organizational..., Grant Writing, Program Management, Government, Social Networking, Entrepreneurship, Client Development
Education
California State University-Chico 2008 — 2010
Master of Arts, Public Administration
California State University, Chico 1995 — 1998
Bachelors, B.A. Economics, B.S. Business Administration - Finance
Oregon State University 1994 — 1995
Transfer, Finance
Benjamin F. Edwards & Co. January 2013 - Present
Wells Fargo Advisors, LLC. January 2009 - January 2013
Wachovia Securities December 2007 - January 2009
AG Edwards & Sons December 2003 - December 2007
Ceridian 2000 - 2003
Ceridian January 1997 - November 2000
Ceridian July 1995 - January 1997
ADP June 1994 - July 1995
Sigma Chi International July 1993 - May 1994
Skills
Portfolio Management, Retirement Planning, Business Retirement..., Investments, Finance, Sales, Wealth Management, Series 7, Mutual Funds, Strategic Financial..., Series 63, Asset Management, Equities, Financial Analysis, Fixed Income, Insurance, Financial Services, Estate Planning, Financial Modeling, Strategic Planning, Banking, Alternative Investments, Salesforce.com
Education
Bradley University 1989 — 1993
BS
INTRUST Bank June 2015 - Present
INTRUST Bank March 2007 - Present
AG Edwards & Sons December 2003 - March 2007
Skills
Retirement Planning, Investment Advisory, Wealth Management, Retail Banking, Credit Analysis, Investments, Capital Markets
Education
University of Colorado Colorado Springs 1997 — 2003
Wells Fargo Advisors, LLC July 2009 - Present
A.G. Edwards & Sons August 2006 - October 2008
A. G. Edwards August 2006 - October 2008
Festo Corporation 1996 - 2006
Skills
Project Management, Business Analysis, Requirements Gathering, SDLC, Vendor Management, Visio
Education
Maryville University of Saint Louis 2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General
Northwestern University 1986 — 1990
Industrial Engineering & Management Science, Bachelor of Science
TSYS (formerly TSYS iSolutions / ProCard, Inc.) June 2001 - Present
Capital One Auto Finance August 2000 - June 2001
Sentient, Inc. April 2000 - August 2000
Royal & Sun Alliance (formerly Orion Auto/Guaranty National Insurance) November 1997 - April 2000
USA Group April 1997 - November 1997
First National Summit Bank February 1996 - April 1997
AG Edwards & Sons July 1994 - February 1996
Scott Credit Union April 1988 - July 1994
Skills
Product Management, Requirements Analysis, Software Project..., Product Requirements, Agile Methodologies, SDLC, Requirements Gathering, Scrum, Agile Project Management, SQL, Software Development, Business Analysis, Program Management, Testing
Education
Fontbonne University 1989 — 1991
Bachelor of Science (BS), Computer Information Systems
O Fallon Township High School 1981 — 1985
Wells Fargo Advisors May 2009 - Present
Wachovia Securities March 2008 - April 2009
A.G. Edwards Technology Group, Inc. November 2005 - February 2008
A.G. Edwards & Sons October 2003 - October 2005
A.G. Edwards September 1999 - September 2003
U.S. Air Force August 1997 - August 1999
U.S. Air Force March 1995 - August 1997
U.S. Air Force August 1990 - February 1995
U.S. Air Force November 1982 - July 1990
U.S. Air Force November 1977 - November 1982
Education
Park University
Bachelor of Science, Computer Science
Community College of the Air Force
Associate in Applied Science, Instructional Technology
University of Maryland College Park
Associate of Arts, Management
Community College of the Air Force
Associate in Applied Science, Avionics Systems Technology
Wachovia Securities, LLC October 2007 - Present
Wachovia 2006 - Present
Wachovia Securities July 2006 - October 2007
A.G. Edwards January 2000 - October 2007
A.G. Edwards & Sons 2000 - July 2006
Education
Southern Illinois University, Edwardsville 1991 — 1996
MBA, Finance Emphasis
Millikin University 1978 — 1982
BS, Marketing
M&I Investment Management Corporation March 2010 - Present
BMO Global Asset Management 2011 - 2015
BMO Global Asset Management 2011 - 2015
BMO Global Asset Management 2011 - 2015
Red Granite Advisors, LLC April 2008 - August 2009
A.G. Edwards & Sons May 2000 - December 2007
B.C. Ziegler & Co (GS2 Securities) November 1997 - April 2000
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA, Finance, Marketing
University of Iowa 1986 — 1990
BBA, Marketing, minor in Political Science
Raymond James October 2012 - Present
Raymond James September 2008 - Present
A.G. Edwards & Sons October 2004 - September 2008
Education
Cuyahoga Community College
Janssen, Pharmaceutical Companies of Johnson and Johnson April 2014 - Present
Janssen, Pharmaceutical Companies of Johnson and Johnson February 2012 - Present
Ortho-McNeil Pharmaceutical October 2008 - July 2012
Ortho-McNeil Inc. October 2002 - October 2008
Ortho-McNeil Pharmaceutical July 1993 - 2002
A.G. Edwards & Sons 1986 - 1988
University of Chicago 1980 - 1985
Skills
Sales Management, Customer Acquisition, Customer Relations, Account Management, Negotiation, Financial Modeling, Hospitals, Cross-functional Team..., Consultative Selling, Key Account Management, Pharmaceuticals, Pharmaceutical Industry, Leadership, Strategy, CRM, Customer Service, Selling, Healthcare, Management, Sales, Contract Negotiation, Pharmaceutical Sales, Product Launch
Education
University of Phoenix 2009 — 2014
Doctorate in Business Adminstration in process, Concentration in Healthcare
University of Phoenix 2008 — 2009
MBA, Business
Washington State University. Pullman, WA 1979 — 1981
ABD, Sociology
University of Massachusetts, Amherst 1976 — 1978
Psychology, Minor in Spanish
H&R Block December 2014 - Present
H&R Block February 2013 - December 2014
H&R Block May 2012 - February 2013
H&R Block March 2009 - May 2012
H&R Block October 2007 - March 2009
H&R Block June 2006 - October 2007
Hallmark Cards March 2005 - June 2006
City of Kansas City, MO December 2001 - March 2005
AG Edwards & Sons May 1998 - December 2001
Skills
Financial Analysis, Financial Reporting, Finance, Strategic Financial..., Investments, Corporate Communications, Crisis Communications, Strategic Communications, Financial Modeling, Budgets, Forecasting, Strategic Planning, Cross-functional Team..., Leadership, Investor Relations, Corporate Finance, Customer Service, Management, Income Statement, Equities, Business Strategy, Managerial Finance, Business Analysis, Public Speaking, Public Relations, Strategy
Education
Missouri State University 1996 — 1998
B.S., Finance
Missouri Western State University 1994 — 1996
St. Joseph Benton High School
Wells Fargo Advisors November 2012 - Present
Wells Fargo (formerly Wachovia Securities/ A. G. Edwards) October 2009 - November 2012
Wells Fargo Advisors October 2009 - November 2012
AG Edwards/Wachovia Securities October 2008 - October 2009
Wachovia Securities October 2008 - October 2009
A.G. Edwards & Sons March 2000 - October 2008
AG Edwards March 2000 - October 2008
A.G. Edwards March 2000 - October 2008
AG Edwards & Sons, Inc. March 2000 - October 2008
OSF Healthcare 1993 - 2000
Skills
SDLC, Visio, Business Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Vendor Management, SharePoint, Project Management, Systems Analysis, Integration, Business Intelligence, PMO, Software Documentation, Business Requirements, PMP, Unix, IT Strategy, Enterprise Architecture
Education
The University of Texas at San Antonio 1985 — 1986
Eastern Illinois University 1980 — 1984
Bachelor of Science (B.S.), Computational Mathematics
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
Smile and Love LLC 2014 - Present
SFG Alternatives (Solutions Funds Group) 2012 - 2013
Stifel Nicolaus 2004 - 2012
AG Edwards & Sons 2002 - 2004
William Blair & Company 1998 - 2002
Skills
Series 7, Alternative Investments, Series 63, Equities, Investments, Series 65, Fixed Income, Portfolio Management, Securities, ETFs, Investment Advisory, Equity Trading, Investment Strategies, Institutional Sales, Options, Asset Allocation
Education
University of Notre Dame 1987 — 1991
Loyola Academy
Wells Fargo Advisors, LLC July 2009 - Present
Wachovia Securities January 2008 - July 2009
AG Edwards 2005 - 2008
A.G. Edwards & Sons May 2000 - 2005
Education
Creighton University
Bay Realty Investments 2006 - Present
Calyon Corporate & Investment Banking 2004 - 2004
A.G. Edwards & Sons 1994 - 2000
Education
UCLA Anderson School of Management 1999 — 2002
MBA
The Chinese University of Hong Kong 2001 — 2001
MBA
University of California, Berkeley, Haas School of Business 1990 — 1994
BS
Wells Fargo Advisors July 2011 - Present
Wells Fargo Advisors January 2009 - July 2011
Wells Fargo Advisors July 2007 - January 2009
AG Edwards & Sons April 2002 - July 2007
CitiStreet December 2001 - April 2002
mPower October 2000 - August 2001
Fidelity Investments 1995 - 2000
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Alternative Investments, Retirement, Securities, Investment Strategies, Fixed Income, Equities
Education
Colby College 1991 — 1995
Bachelor of Arts
Deerfield Academy 1990 — 1991
PG
Scituate High School
Autodesk February 2012 - Present
Autodesk August 2011 - February 2012
Autodesk 2008 - July 2011
AG Edwards & Sons January 1996 - March 2007
Smith Barney 1989 - 1996
Skills
Salesforce.com, Software Sales, Solution Selling, Enterprise Software, Channel Partners, Resellers, Channel, SaaS, Demand Generation, Sales Enablement, Business Alliances, Software Industry, Cloud Computing, Direct Sales, Sales Operations, Go-to-market Strategy, Partner Management, Sales, Selling, Strategic Partnerships, Contract Negotiation, Account Management, Lead Generation, Sales Process, CRM, Professional Services
Education
University of Kansas
Psychology
University of Wisconsin-Madison
Air Methods April 2015 - Present
DaVita December 2011 - April 2015
DaVita January 2011 - December 2011
Qwest Communications June 2010 - January 2011
MBH Enterprises January 2010 - March 2010
University of Denver March 2009 - March 2010
University of Denver March 2007 - June 2008
Daniels College of Business March 2007 - June 2008
Uhlman Construction, LLC September 2005 - December 2006
A.G. Edwards & Sons May 2002 - August 2005
Skills
Strategy, Leadership, Cross-functional Team..., Process Improvement, Analytics, Forecasting, Healthcare Management, Project Management, Project Planning, Relationship Building, Innovation Management, Reporting & Analysis, Financial Analysis, Strategic Planning, Analysis, Management, Data Analysis, Financial Modeling, Program Management, Business Analysis
Education
Daniels College of Business, University of Denver 2009 — 2010
Master of Science Finance, Finance
Daniels College of Business, University of Denver 2007 — 2008
MBA, MBA
Colorado Mesa University 1996 — 2001
Bachelor of Business Administration, Finance
Stifel, Nicolaus & Company August 2008 - July 2009
A.G. Edwards & Sons January 2000 - July 2008
Bret Rich, Attorney at Law and Fluhr & Moore, LLC, Attorneys at Law January 1998 - February 2000
Skills
Securities Regulation, Securities, AML, Capital Markets, Risk Management, Series 7, Corporate Governance, Mutual Funds, Financial Risk, Research, Change Management, Investment Advisory, Financial Services, FINRA, Licensing, Contract Negotiation, Compliance, Due Diligence, Investment Banking, Series 24, Securities Law, SEC, Private Placements, Alternative Investments, Financial Markets, Hedge Funds, Series 63, Legal Research, Blue Sky Law, Securities Law of..., Anti Money Laundering
Education
Saint Louis University School of Law 1996 — 2000
Juris Doctor, Law
University of Missouri - St. Louis 1978 — 1982
Bachelor of Science (B.S.), Business Aministration, Cum Laude
Clayton High 1974 — 1977
G.E.D. Set the record high score as of that date in Missouri in 1977, General Studies
Schwab Institutional July 2014 - Present
Schwab Institutional 2011 - Present
Charles Schwab 2005 - 2011
AG Edwards & Sons 2002 - 2005
Herzog, Heine & Geduld 1998 - 2001
Skills
Finance, Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation, Portfolio Management, Investment Advisory, Securities, Investments, Retirement Planning, Alternative Investments, FINRA, Asset Management, Equities
Education
University of Delaware 1992 — 1996
BS, Business Management
Ravago Holdings March 2009 - October 2010
Banc of America Securities April 2004 - February 2009
A.G. Edwards & Sons 2002 - 2004
Skills
Financial Modeling, Capital Markets, Fixed Income, Bonds, Investment Banking, Series 7, Bloomberg, Financial Analysis, Credit Analysis, Asset Management, Valuation, Corporate Finance, Investments, Securities
Education
ESIC: Business & Marketing School 2001 — 2002
Masters of Science in International Business, International Finance
Universidade do Sul de Santa Catarina 2001 — 2002
Masters of Science in International Business, International Finance
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelor of Science, Finance & Economics
Florida Atlantic University
Delaware Life Insurance Company August 2013 - Present
Sun Life Financial September 2008 - August 2013
Sun Life Financial September 2006 - August 2008
Sun Life Financial February 2001 - August 2006
Sun Life Financial August 1997 - January 2001
Sun Life Financial August 1995 - July 1997
AG Edwards & Sons August 1991 - July 1995
Skills
Project Management, Executive Level..., Cross-Functional Team..., Resource Management, Change Management, Business Process..., Business Analysis, Agile & Waterfall..., Project Planning, SDLC, Vendor Management, Process Improvement, Fixed Annuities, Financial Services, Project Portfolio..., Visio, Business Process..., Cross-functional Team..., Project Delivery, Management, IT Strategy, Requirements Gathering
Education
Isenberg School of Management, UMass Amherst 1987 — 1991
Bachelors, Business
.
Stifel Nicolaus December 2008 - Present
A. G. Edwards 1982 - 2008
Wachovia Securities 1982 - 2008
A.G. Edwards & Sons 1982 - 2008
Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities
Education
University of Missouri-Saint Louis 1978 — 1983
B.S., Finance
Home August 2003 - Present
Ronald Blue & Co. January 2002 - August 2003
A.G. Edwards & Sons December 1978 - February 1998
Skills
Investments, Financial Planning, Mutual Funds, Asset Allocation, Asset Management, Portfolio Management, Alternative Investments, Wealth Management, Equities, Investment Strategies
Education
University of Phoenix 1999 — 2000
CFP, Financial Planning
The University of South Dakota 1971 — 1975
BA, American History/Political Science
Merrill Lynch May 2015 - Present
Merrill Lynch January 2015 - Present
Merrill Lynch December 1994 - Present
AG Edwards & sons September 1991 - December 1994
Skills
Series 63, Alternative Investments
Education
University of Illinois at Urbana-Champaign 1976 — 1980
BA, Finance and Financial Management Services
Centene Corporation October 2013 - Present
Centene Corporation October 2006 - October 2013
A.G. Edwards & Sons August 2002 - September 2006
First Data Corporation 1991 - 2002
Skills
Disaster Recovery, Crisis Management, Business Continuity, Vendor Management, Business Continuity..., Finance, New Business Development, Management, Risk Management, Sarbanes-Oxley Act, Process Improvement, Business Analysis, Emergency Management, Program Management, Change Management, Operations Management, Project Management, Leadership, Risk Assessment, Business Process..., Project Planning, Training, Policy, Healthcare, Cross-functional Team..., CISA, Analysis
Education
University of Nebraska-Lincoln 1984 — 1989
BS, Business Administration, Finance
Fairfield Advisors June 2008 - August 2008
A.G. Edwards & Sons February 2006 - May 2006
Education
Drew University 2005 — 2009
B.A, Economics
Drew University 2005 — 2009
BA, Economics
Robert Half 2015 - 2015
McKinsey & Company 2012 - 2013
Fidelity Investments 2010 - 2011
National Telecommuting Institute 2010 - 2010
A.G. Edwards & Sons 2006 - 2008
Stanford University 2005 - 2006
Skills
Financial Analysis, Investments, Microsoft Office, Market Research, Business Strategy, Microsoft Excel, Recruiting, Marketing Strategy, Management, Project Management, Strategic Planning, Sales Management, Consulting, Human Resources, Financial Services
Education
Brandeis University 2000 — 2004
B.A., Economics
Lowell High School 1996 — 2000
Morgan Stanley July 2010 - Present
Wells Fargo Advisors October 2008 - July 2010
AG Edwards & Sons February 2005 - August 2008
A.G. Edwards & Sons, Inc. January 1995 - August 2003
Skills
Series 7, Wealth Management, Portfolio Management, Investments, Retirement Planning, Series 63, Asset Allocation, Mutual Funds, Fixed Income, Equities, Asset Management, Strategic Financial..., Banking, Securities, Alternative Investments, Finance, Financial Advisory, Wealth, Investment Advisory, Bonds, 401k, Series 65, IRAs, Loans, Fixed Annuities, Estate Planning, High Net Worth..., Cash Management, Mortgage Lending
Education
Rowan University 1984 — 1992
Bachelor, Economics
Wharton Business School 2013 — 2016
Securities Industry Institute, Securities Industries Financial Management Ass. Program
St. Augustine Prep, Richland, NJ 1979 — 1983
Wells Fargo Advisors, LLC June 2009 - Present
AG Edwards & Sons March 2000 - May 2009
David Lerner Associates, Inc. January 1992 - March 2000
Education
Nassau Community College 1992 — 1995
Associate's Degree
Morgan Stanley January 2008 - July 2008
MERRILL LYNCH, PIERCE, FENNER & SMITH January 2003 - August 2006
Merrill Lynch Pierce Fenner & Smith August 2000 - December 2002
AG EDWARDS & SONS June 1998 - July 2000
Education
DeVry University 2006 — 2010
Bachelors, Business Administration
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA), Mhrm
Tyler Painting May 2010 - Present
Tyler Painting and Drywall Fairview May 2010 - Present
Auffenberg Nissan March 2008 - December 2008
Sungard Wealth Management May 2005 - November 2006
Jabco Inc/Waldman Enterprises January 2004 - January 2005
A.G. Edwards & Sons June 2000 - August 2003
Education
Mac Murray College
Bachelor of Science, Accounting
Southern Illinois University, Edwardsville
Masters of Science, Accounting
Husch Blackwell February 2004 - Present
AG Edwards & Sons November 1978 - February 2002
Skills
Pleadings, PowerPoint, Microsoft Word, Microsoft Excel, Project Planning, Creative Writing, Policy Analysis, Public Speaking, Litigation, Drafting Correspondence, Deal Closure
Education
University of Phoenix 2012 — 2014
Master of Public Administration (MPA), Business Administration, Management and Operations, 3.0
St. Louis Community College 2001 — 2003
Paralegal Program, Legal Assistant/Paralegal, 2.0
Self Employed June 2003 - Present
AG Edwards & Sons August 2000 - May 2003
Hank Johsnon Insurance Agency May 1992 - July 2000
Skills
Multitasker, Event Planning, Budgeting
Education
Wichita State University 1993 — 1996
Newman University 1991 — 1993
Ariat International September 2015 - Present
Ariat International January 2014 - August 2015
Nefab - Americas November 2012 - November 2013
CROSSMARK August 2012 - November 2012
CROSSMARK October 2011 - August 2012
Crossmark February 2011 - November 2011
Scottrade October 2009 - February 2011
Nordstrom August 2007 - December 2008
AG Edwards & Sons April 2007 - August 2007
Skills
Budgets, Management, Sales Management, Cross-functional Team..., Sales Operations, Analysis, Retail, Strategic Planning, Finance, Team Building
Education
Texas A&M University-Commerce
Bachelors, Business Administration
Southern States Cooperative February 2000 - Present
Roche Animal Health and Nutrition June 1988 - February 2000
Purina Mills, Inc. June 1977 - May 1988
AG Edwards & Sons March 1974 - June 1977
Pittman Feedyards, Hereford, TX February 1972 - November 1972
Skills
Agribusiness, Agriculture, Animal Nutrition, Farms, Sustainable Agriculture, Crop Protection, Sales Management, Marketing Strategy, Budgets, Sales, Agronomy, Product Development, Market Planning, Dairy, Veterinary Medicine, Ingredients
Education
Texas Tech University 1966 — 1971
B.Sci. Agriculture, Ag Eco/An. Sci
Amelio Financial Group April 2010 - Present
AG Edwards & Sons 1989 - 1993
Kidder Peabody 1985 - 1989
Skills
Microsoft Excel, PowerPoint, Customer Service, Research, English
Education
University of Nebraska-Lincoln 1976 — 1977
University of Colorado at Denver 1974 — 1977
BA, Physical Geography
David's Drug & Surgical July 2008 - Present
David's Drug & Surgical February 2003 - Present
Opteum Financial Services February 2006 - June 2008
AG Edwards & Sons January 1998 - October 2002
Skills
Outlook, Durable Medical..., Entrepreneurship, Contract Negotiation, Hospice, Sales, Strategic Planning, Budgets, Negotiation, Patient Counseling, Customer Service, Solution Selling, Venture Capital, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Windows, Teaching, Patient Advocacy, Team Building, Leadership, Management, Account Management, Sales Management
Education
University of Mississippi 1990 — 1995
Bachelor of Business Administration (B.B.A.), Finance, General
NSI/ a Division of West Bend Mutual Insurance September 2013 - Present
Star Surety (a divsion of Meadowbrook Insurance Group) June 2011 - January 2013
RLI Insurance Company June 2008 - May 2011
The Insco/Dico Group March 1995 - June 2008
A,G. Edwards & Sons 1992 - 1994
Cigna Companies 1990 - 1992
Lockton Companies 1988 - 1990
St Paul Companies 1986 - 1988
Cigna Companies 1984 - 1986
Aetna Casualty and Surety Company 1982 - 1984
Skills
Surety, Underwriting, Insurance, Property & Casualty..., Commercial Insurance, Surety Bonds
Education
University of Iowa
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
University of Iowa
Master's Program, Public Finance and Urban Planning
Des Moines Area Community College
Vocational Program, Architectural Drafting and Construction Technology