A.G. Edwards Trust Company
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A.G. Edwards Trust Company Employees
US Beef Corp August 2012 - Present
ViJon Laboratories January 2009 - July 2012
MRINetwork June 2008 - January 2009
A.G. Edwards Trust Company October 1997 - March 2008
A.G. Edwards October 1995 - October 1997
Skills
Accounting, Management, SAP, Forecasting, Inventory Management, Team Leadership, Team Building, Microsoft Excel, Business Analysis, Continuous Improvement, Project Management, Purchasing, Strategic Planning, Supply Chain, Supply Chain Management
Education
Hickey College 1992 — 1993
Associate's degree, Accounting, 3.8
Mercer Hammond Investment Consulting 2005 - Present
A.G. Edwards Trust Company July 1997 - August 2005
Boatmen's Trust Company October 1995 - July 1997
Skills
Asset Allocation, Investment Strategies, Financial Analysis, Alternative Investments, Asset Management, Mutual Funds, Due Diligence, Investment Advisory, Investment Management, Equities, Bloomberg, Business Strategy, Leadership, Financial Reporting, Process Improvement, Financial Modeling, Investments, Portfolio Management, Risk Management, Hedge Funds, Wealth Management
Education
Saint Louis University 1992 — 1993
Master's degree, Accounting and Finance
Saint Louis University 1986 — 1990
Bachelor of Science (B.S.), Finance, General
Edward Jones February 2015 - Present
Frontenac Bank June 2012 - September 2014
Christian Brothers College High School July 2011 - June 2012
University of Missouri - St. Louis December 2009 - July 2011
RubinBrown LLP 2008 - 2009
St Louis Trust Company 2007 - 2008
A.G. Edwards Trust Company 1998 - 2007
Mercantile Trust Company 1991 - 1998
Skills
Financial Planning, Fundraising, Event Management, Customer Relations, Non-profits, Public Speaking, Event Planning, New Business Development, Investments, Budgets, Nonprofits, Management, Customer Service, Contract Negotiation, Risk Management, Strategic Planning, Leadership, Loans, Mergers & Acquisitions, Mortgage Lending, Accounting, Cash Management, Portfolio Management, Finance, Strategy, Analysis, Business Strategy, Strategic Financial..., Financial Analysis, Relationship Management, Retirement Planning, Credit, Loan Origination, Commercial Lending, Consumer Lending, Financial Advisory, Small Business Lending, Investment Properties, Commercial Banking, Refinance, Credit Analysis, Wealth Management, Mortgage Banking, Financial Services, Asset Management, Banking, Underwriting, Series 7, Small Business, Executive Management
Education
Rockhurst University 1979 — 1983
B.S.B.A., Business Management
Christian Brothers College High School 1975 — 1979
Spencer Fane Britt & Browne, LLP September 2014 - Present
Attorney at Law September 2013 - August 2014
Rosenblum, Goldenhersh, Silverstein & Zafft, P.C. July 2000 - August 2013
Susman, Schermer, Rimmel & Shifrin September 1998 - July 2000
A.G. Edwards Trust Company June 1997 - September 1998
Grace & Company, P.C. July 1996 - June 1997
Internal Revenue Service November 1987 - December 1991
Skills
Real Estate Transactions, HUD, Affordable Housing, Tax Increment Financing, Historic Rehabilitation..., Real Estate Development, Federally-Assisted..., New Markets Tax Credit..., Low-Income Housing Tax..., Zoning and Land Use, Commercial Real Estate..., Public and Structured..., Tax Dispute Resolution, Tax Controversy..., Sales & Use Tax..., Income Protection, Corporate Law, Tax Advisory, Tax Accounting, Mergers & Acquisitions, Commercial Real Estate, Tax Compliance, Taxation - State and..., Tax-Exempt Entities, Tax Credits, Estate Planning, Commercial Litigation, Real Estate, Dispute Resolution, LIHTC, HTC, Tax Law, Finance, Partnership Taxation, Real Estate Economics, Due Diligence
Education
Washington University in St. Louis School of Law 1996 — 1998
Master of Laws in Taxation (LL.M.), Taxation
University of Florida - Fredric G. Levin College of Law 1992 — 1994
Doctor of Law (J.D.), Law
University of Central Florida - College of Business Administration 1987 — 1989
Completed 5th Year Curriculum in Accounting for Florida CPA, Accounting
University of Central Florida - School of Accounting 1982 — 1986
Bachelors of Science in Business Administration, BSBA
Maryville University August 2015 - Present
J.S.S. Consulting, LLC July 2011 - Present
Big Ol' Bee Company, LLC February 2011 - Present
Webster University September 2003 - Present
Scottrade September 2012 - May 2015
Lowenhaupt Global Advisors March 2008 - June 2011
Becker Professional Review January 2008 - June 2011
St. Elizabeth Academy February 2008 - May 2011
Fontbonne University 1999 - 2010
A.G. Edwards Trust Company 2000 - 2007
Skills
Portfolio Management, Process Improvement, Operations Optimization, Investments, Financial Analysis, Simulation, Financial Modeling, Asset Management, Strategic Planning, Asset Allocation, Private Equity, Commodities, Alternative Investments, Investment Strategies, Options, Forecasting, Valuation, Equities, Hedge Funds, Fixed Income, Derivatives, Due Diligence, Insurance, Analysis, Commodity, Asset Managment, Investment Management, Banking, Finance, Bloomberg, Financial Advisory, Simulations, Leadership, Mutual Funds, Operations Management, Entrepreneurship, Management, Risk Management, Economics, Strategic Financial..., Bonds, Accounting, Equity Research
Education
Air Force Institute of Technology 1991 — 1993
MS, Operations Research
SLUH
Central Michigan University
MS, Management
Parks College -- St. Louis University
BS, Aeronautical Engineering
RGA Reinsurance Co. September 2010 - Present
Reinsurance Group of America 2008 - September 2010
Wachovia Trust 2007 - 2008
Wachovia/A.G. Edwards Trust Company 1998 - 2008
A.G. Edwards Trust Company 1998 - 2008
A.G. Edwards & Sons, Inc. 1991 - 1997
Edward Jones 1985 - 1991
Skills
Portfolio Management, Financial Modeling, Investment Strategies, Investments, Valuation, Asset Management, Equities, Mutual Funds, Fixed Income, Bonds, Alternative Investments, Wealth Management, Securities, Bloomberg, Financial Analysis, Asset Allocation
Education
Saint Louis University
Master of Finance, Finance, General
a broker-affiliated trust company August 2010 - Present
First Clearing, LLC June 2008 - August 2010
A.G. Edwards Trust Company 1997 - 2008
Mercantile Trust Company NA 1995 - 1997
Skills
Sales Management, Marketing, Sales, New Business Development, Strategy, Management, B2B, Customer Service, Budgets, Creative Direction, Business Development, Team Building, Project Management, Leadership Development, Entrepreneurship, Financial Analysis, Leadership
Education
Saint Louis University School of Law 1987 — 1991
JD, Law
University of Illinois at Urbana-Champaign 1974 — 1981
PhD, Philosophy
Ball State University 1970 — 1974
BA, English & Philosophy
Elmhurst High School 1967 — 1970
Wealth Trust Duncker Streett April 2010 - Present
Wachovia Bank, NA 2008 - 2009
A. G. Edwards Trust Company November 2004 - October 2008
A.G. Edwards Trust Company 2000 - 2004
Skills
New Business Development, Process Improvement, Sales Management
Education
University of Missouri-Saint Louis
BS, Accounting
Stifel Trust Company October 2013 - Present
Moneta Group June 2011 - October 2013
Moneta Group 2006 - 2011
Commerce Trust Company 2001 - April 2006
A.G. Edwards Trust Company 1999 - 2001
A.G. Edwards Trust Company 1997 - 1999
Boatmen's Trust Company (acquired by Bank of America) 1996 - 1997
A.G. Edwards Trust Company 1994 - 1996
A.G. Edwards 1992 - 1994
Skills
Accounting, Process Improvement, Banking, Project Management, Financial Analysis, Portfolio Management, Asset Managment, Investments, Strategic Financial..., Asset Management
Education
North Central College
Southern Illinois University, Edwardsville
Bachelor of Science (B.S.), Finance
Swartz Campbell June 2004 - Present
Bryant & Stratton College May 2007 - August 2007
Self-Employed February 2002 - June 2004
Baughman & Associates Company L.P.A. April 2001 - February 2002
A.G. Edwards Trust Company November 1998 - January 2000
The Kurowski Law Firm November 1997 - November 1998
Brown & James, P.C. June 1997 - November 1997
Skills
Civil Litigation, Litigation, Litigation Management, Toxic Tort, Product Liability, Asbestos Litigation, Insurance Defense, Insurance Subrogation, Case Managment, Oral Arguments, Depositions, Legal Writing, Legal Research Skills, Legal Review, Legal Discovery, Motions, Legal Analysis, Claims Management, Corporate Defense, Mediation, Arbitration
Education
University of Denver College of Law 1994 — 1996
JD, Law
University of Missouri-Columbia, College of Business 1988 — 1992
B.S.B.A., Marketing
Evans Law Office, LLC 2006 - 2013
Bank of America 2009 - 2012
Saint Louis University 2003 - 2006
Edward Jones Trust Company 2001 - 2003
Bank of America 2000 - 2001
A.G. Edwards Trust Company 1998 - 2000
Skills
Investments, Portfolio Management, Legal, Philanthropy, Planned G, Grant Administration, Fiduciary Services, Investment Advisory, Asset Allocation, Wealth Management, Charities, Estate Planning, Financial Services, Financial Advisory, Grant Writing, Investment Management, Nonprofits, Planned Giving, Trust Services, Wealth, Fundraising, Trusts, Wealth Management..., High Net Worth..., Stewardship, Investment Strategies
Education
Saint Louis University School of Business 1994 — 1998
M.B.A
Saint Louis University School of Law 1994 — 1998
Doctor of Law (J.D.)
Truman State University 1990 — 1994
B.A, Business Administration – Marketing