Stern Brothers
Industry: Company
DescriptionFounded: 1917 Subsidiary: Stern Brothers & Co. (New Jersey)FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportStern Brothers & CoWebsiteDirections Saved (0) Saved Save Stock broker in Chicago, Illinois Address: 222 W Huron St # 500E, Chicago, IL 60654 Phone: (312) 664-5656: : Website: : : Place name: Category: : : Hours: Website: http://sternbrothers.com/ Category: Stock broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Stern Brothers & Co Posting publicly on the Web Write a review Reviews Be the first to review
Stern Brothers List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Stern Brothers. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Stern Brothers Employees
Employee
Years
Job
Industry
David Colbert David Colbert's Stern Brothers Experience 2009 - 2013
Job
Industry Financial Services
Experience
Stern Brothers 2009 - 2013
Capricorn Capital Management 2007 - 2008
Kansas City Board of Trade 2004 - 2008
Golden Ratio Trading 2000 - 2004
Polaris Equity Managment 1999 - 2000
Merrill Lynch 1997 - 1999
Education
Bates College 1992 — 1996
Bachelor of Arts (BA), History
Stern Brothers 2009 - 2013
Capricorn Capital Management 2007 - 2008
Kansas City Board of Trade 2004 - 2008
Golden Ratio Trading 2000 - 2004
Polaris Equity Managment 1999 - 2000
Merrill Lynch 1997 - 1999
Education
Bates College 1992 — 1996
Bachelor of Arts (BA), History
Susan Homeier Susan Homeier's Stern Brothers Experience September 2011 - March 2014
Job Independent Consultant Strategic Planning, Finance, Marketing and Project management
Industry Consumer Goods
Experience
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
The Anixter Center May 2013 - Present
Stern Brothers September 2011 - March 2014
AIME January 2010 - January 2014
Grigsby & Associates February 2010 - June 2011
AIME December 2006 - February 2010
Piper Jaffray 2003 - 2008
Women in Public Finance October 2004 - October 2007
Griffin, Kubik, Stephens & Thompson January 2000 - January 2003
A.G. Edwards January 1998 - January 2000
A.G. Edwards January 1992 - January 1998
Skills
Finance, Project Management, Strategic Planning, Investments, Financial Analysis, Management, Financial Statement..., Renewable Energy, Start-ups, Credit Management, Equities, Investment Banking, Due Diligence, Business Planning, Banking, Leadership, Mergers & Acquisitions, Structured Finance, Securities, Marketing, Credit, Portfolio Management, Analysis, Tax Equity, Sales, Business Development, Direct Sales, Mentoring, Professional Mentoring, Team Mentoring
Education
Saint Louis University 1995 — 1997
Master of Business Administration, Marketing
Tulane University 1986 — 1990
Bachelor of Science; A. B. Freeman School, Management - Finance; Business
Mary Institute 1982 — 1986
High School Diploma
Lisa Liebschutz Lisa Liebschutz's Stern Brothers Experience April 2011 - Present
Job Director of Marketing & Communications at Stern Brothers
Industry Public Relations and Communications
Experience
Stern Brothers April 2011 - Present
SSM Hospice & Home Care August 2010 - April 2011
JCC June 2005 - July 2010
J Associates June 2005 - October 2009
WFYI 2002 - 2005
Skills
Event Management, Public Relations, Media Relations, Budgets, Publicity, Customer Service, Fundraising, Advertising, Marketing, Web Site Production, Brand Management, Content Management, Database Admin, Non-profits, Strategic Planning, Community Outreach, Marketing Strategy, Newsletters, Adobe Creative Suite, Event Planning, Leadership, Strategic Communications, Nonprofits, Management, Public Speaking, Philanthropy, Social Media Marketing, Marketing Communications, CRM, Brand Development, Press Releases, Social Networking
Education
Indiana University
Bachelor of Arts, Communications
Indiana University Bloomington
Master's Degree, Information Technology
Stern Brothers April 2011 - Present
SSM Hospice & Home Care August 2010 - April 2011
JCC June 2005 - July 2010
J Associates June 2005 - October 2009
WFYI 2002 - 2005
Skills
Event Management, Public Relations, Media Relations, Budgets, Publicity, Customer Service, Fundraising, Advertising, Marketing, Web Site Production, Brand Management, Content Management, Database Admin, Non-profits, Strategic Planning, Community Outreach, Marketing Strategy, Newsletters, Adobe Creative Suite, Event Planning, Leadership, Strategic Communications, Nonprofits, Management, Public Speaking, Philanthropy, Social Media Marketing, Marketing Communications, CRM, Brand Development, Press Releases, Social Networking
Education
Indiana University
Bachelor of Arts, Communications
Indiana University Bloomington
Master's Degree, Information Technology
Gina Bernstein Gina Bernstein's Stern Brothers Experience February 2013 - Present
Job Stern Brothers & Co Investment Bank
Industry Banking
Experience
Stern Brothers February 2013 - Present
Ivener Farm Enterprises, Inc. October 2011 - Present
Gina R. Bernstein CPA February 2003 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2008
MBA, Focuses in Finance and Real Estate
Washington University in St. Louis - Olin Business School 1989 — 1993
BSBA, Accounting
Stern Brothers February 2013 - Present
Ivener Farm Enterprises, Inc. October 2011 - Present
Gina R. Bernstein CPA February 2003 - Present
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2008
MBA, Focuses in Finance and Real Estate
Washington University in St. Louis - Olin Business School 1989 — 1993
BSBA, Accounting
Anthony Schutzenhofer Anthony Schutzenhofer's Stern Brothers Experience January 2010 - July 2013
Job Senior CRMRA Analyst at Federal Reserve Bank of St. Louis
Industry Financial Services
Experience
Federal Reserve Bank of St. Louis July 2013 - Present
Stern Brothers January 2010 - July 2013
Skills
Bonds, Credit, Investment Banking, Municipal, Municipalities, Fixed Income, Credit Analysis, Investments, Financial Structuring, Bloomberg, Series 7, Capital Markets
Education
Southern Illinois University, Edwardsville 2007 — 2009
Masters of Science, Economics and Finance
Benedictine College 2003 — 2007
Bachelor of Arts, History and Philosophy
Federal Reserve Bank of St. Louis July 2013 - Present
Stern Brothers January 2010 - July 2013
Skills
Bonds, Credit, Investment Banking, Municipal, Municipalities, Fixed Income, Credit Analysis, Investments, Financial Structuring, Bloomberg, Series 7, Capital Markets
Education
Southern Illinois University, Edwardsville 2007 — 2009
Masters of Science, Economics and Finance
Benedictine College 2003 — 2007
Bachelor of Arts, History and Philosophy
Matthew Wendorff, CGR, CGB Matthew Wendorff, CGR, CGB's Stern Brothers Experience June 1995 - July 1997
Job Founder at Speedwell Mills, LLC
Industry Construction
Experience
Speedwell Mills, LLC January 2011 - Present
RPI design build 1999 - Present
Community Builders and Remodelers Association of New Jersey January 2013 - Present
Community Builders & Remodelers Association of New Jersey January 2013 - June 2014
New Jersey Builders Association January 2011 - Present
Community Builders & Remodelers Association of New Jersey January 2011 - January 2013
RenovationPro, Inc January 1998 - December 2003
R.M. Bradley Capital and Charles J. Ledone Equities July 1997 - October 1999
Stern Brothers June 1995 - July 1997
Nick, Lyden, and Company May 1994 - June 1995
Skills
Contract Negotiation, Construction, Residential Homes, Construction Management, Real Estate, Real Estate Development, Negotiation, Renovation, Contractors, Strategic Planning, Sales, Management, Budgets, Process Scheduler, Team Building, Public Relations, Contract Management, New Business Development, Project Planning, Sales Management, Facilities Management, Small Business, Purchasing, Project Management, Leadership, Business Development, Marketing, Strategy
Education
Fairfield University 1990 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Pace University 1997 — 2000
Master of Business Administration (MBA), Investments and Securities
Chaminade High School 1986 — 1990
Speedwell Mills, LLC January 2011 - Present
RPI design build 1999 - Present
Community Builders and Remodelers Association of New Jersey January 2013 - Present
Community Builders & Remodelers Association of New Jersey January 2013 - June 2014
New Jersey Builders Association January 2011 - Present
Community Builders & Remodelers Association of New Jersey January 2011 - January 2013
RenovationPro, Inc January 1998 - December 2003
R.M. Bradley Capital and Charles J. Ledone Equities July 1997 - October 1999
Stern Brothers June 1995 - July 1997
Nick, Lyden, and Company May 1994 - June 1995
Skills
Contract Negotiation, Construction, Residential Homes, Construction Management, Real Estate, Real Estate Development, Negotiation, Renovation, Contractors, Strategic Planning, Sales, Management, Budgets, Process Scheduler, Team Building, Public Relations, Contract Management, New Business Development, Project Planning, Sales Management, Facilities Management, Small Business, Purchasing, Project Management, Leadership, Business Development, Marketing, Strategy
Education
Fairfield University 1990 — 1994
Bachelor of Arts (B.A.), Communication and Media Studies
Pace University 1997 — 2000
Master of Business Administration (MBA), Investments and Securities
Chaminade High School 1986 — 1990
Beth Bracken Beth Bracken's Stern Brothers Experience May 2015 - Present
Job Assistant Controller at Stern Brothers
Industry Financial Services
Experience
Stern Brothers May 2015 - Present
Stone Carlie September 2014 - March 2015
GC Services December 2013 - September 2014
Wolfe Nilges Nahorski PC January 2012 - October 2013
CRS Financial Services February 2002 - July 2011
Packer Engineering April 1990 - January 1995
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Non-profits, Tax Preparation
Education
Northern Illinois University - College of Business 1984 — 1988
Bachelor of Science (B.S.), Management
Stern Brothers May 2015 - Present
Stone Carlie September 2014 - March 2015
GC Services December 2013 - September 2014
Wolfe Nilges Nahorski PC January 2012 - October 2013
CRS Financial Services February 2002 - July 2011
Packer Engineering April 1990 - January 1995
Skills
Accounting, Financial Reporting, Microsoft Excel, Microsoft Office, Tax, Microsoft Word, Financial Accounting, Internal Controls, QuickBooks, PowerPoint, Accounts Payable, Budgets, Bookkeeping, Accounts Receivable, Account Reconciliation, General Ledger, Income Tax, Payroll, Non-profits, Tax Preparation
Education
Northern Illinois University - College of Business 1984 — 1988
Bachelor of Science (B.S.), Management
Charity Garner's Stern Brothers Experience July 2012 - Present
Job Analyst at Stern Brothers
Industry Financial Services
Experience
Stern Brothers July 2012 - Present
W.W. Norton & Co. September 2011 - December 2011
Skills
Series 7, Series 63, Financial Modeling, Due Diligence, Microsoft Excel, Public Finance, Microsoft Office, Analysis
Education
Barnard College 2008 — 2012
Economic and Social History
Stern Brothers July 2012 - Present
W.W. Norton & Co. September 2011 - December 2011
Skills
Series 7, Series 63, Financial Modeling, Due Diligence, Microsoft Excel, Public Finance, Microsoft Office, Analysis
Education
Barnard College 2008 — 2012
Economic and Social History
Lance White Lance White's Stern Brothers Experience August 2013 - Present
Job Sales Associate at Childers Sotheby's International Realty
Industry Real Estate
Experience
Stern Brothers August 2013 - Present
Childers Sotheby's International Realty May 2013 - Present
George k. Baum & Co. 1990 - 2012
Drexel Burnham Lambert March 1984 - February 1990
Skills
Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Condos, Relocation, Negotiation, Investors, Valuation, Single Family Homes, Asset Management, Bonds, Contract Negotiation, New Home Sales, Alternative Investments, Investments, Securities, Golf, Due Diligence, Fixed Income, Selling, Investment Banking
Education
Middlebury College 1975 — 1976
Master of Arts (MA), Spanish Language and Literature
New England College 1971 — 1973
BA, Economics
Stern Brothers August 2013 - Present
Childers Sotheby's International Realty May 2013 - Present
George k. Baum & Co. 1990 - 2012
Drexel Burnham Lambert March 1984 - February 1990
Skills
Investment Properties, Real Estate Transactions, Real Estate Development, Property Management, Condos, Relocation, Negotiation, Investors, Valuation, Single Family Homes, Asset Management, Bonds, Contract Negotiation, New Home Sales, Alternative Investments, Investments, Securities, Golf, Due Diligence, Fixed Income, Selling, Investment Banking
Education
Middlebury College 1975 — 1976
Master of Arts (MA), Spanish Language and Literature
New England College 1971 — 1973
BA, Economics
Tom Parrent Tom Parrent's Stern Brothers Experience 1987 - 1988
Job Chief Risk Officer at United Guaranty Corporation
Industry Financial Services
Experience
United Guaranty Corporation January 2014 - Present
AIG 2012 - Present
Positive Convexity LLC June 2011 - March 2012
Genworth Financial U.S. Mortgage Insurance March 2008 - June 2011
GMAC-RFC 2006 - 2008
Countrywide Securities Corporation 2006 - 2006
ABN AMRO 1997 - 2006
Citicorp Mortgage 1989 - 1991
Stern Brothers 1987 - 1988
Skills
Risk Management, Mortgage Analytics, Capital Markets, ALM, Operational Risk, Credit Risk, Basel II, Enterprise Risk..., Financial Risk, Securitization, Operational Risk..., Hedging, Structured Finance, Economic Capital, Market Risk, Portfolio Management, Derivatives, Fixed Income, Credit Analysis, Underwriting, Credit, Asset Managment, Mortgage Lending, Financial Modeling, Financial Services, Investments, Bonds, Structured Products
Education
The University of Chicago Booth School of Business 1984 — 1996
MBA, Finance & Statistics
Princeton University 1979 — 1984
BA, Economics
United Guaranty Corporation January 2014 - Present
AIG 2012 - Present
Positive Convexity LLC June 2011 - March 2012
Genworth Financial U.S. Mortgage Insurance March 2008 - June 2011
GMAC-RFC 2006 - 2008
Countrywide Securities Corporation 2006 - 2006
ABN AMRO 1997 - 2006
Citicorp Mortgage 1989 - 1991
Stern Brothers 1987 - 1988
Skills
Risk Management, Mortgage Analytics, Capital Markets, ALM, Operational Risk, Credit Risk, Basel II, Enterprise Risk..., Financial Risk, Securitization, Operational Risk..., Hedging, Structured Finance, Economic Capital, Market Risk, Portfolio Management, Derivatives, Fixed Income, Credit Analysis, Underwriting, Credit, Asset Managment, Mortgage Lending, Financial Modeling, Financial Services, Investments, Bonds, Structured Products
Education
The University of Chicago Booth School of Business 1984 — 1996
MBA, Finance & Statistics
Princeton University 1979 — 1984
BA, Economics
Theodore Finn's Stern Brothers Experience June 2011 - September 2011
Job Business Analyst at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman August 2015 - Present
Spotted LLC April 2013 - Present
Denham Capital May 2015 - July 2015
Venture Café June 2014 - July 2015
Tufts University June 2012 - July 2012
Stern Brothers June 2011 - September 2011
Ogilvy & Mather June 2010 - August 2010
Skills
HTTP, CSS, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, French, Social Media Marketing, Early-stage Startups, Social Media, Technology, Adobe Creative Suite, Microsoft Office, Entrepreneurship, iOS development, Start-ups, Marketing Strategy, Business Strategy
Education
Tufts University 2009 — 2013
B.S., Engineering, Human Factors, Computer Science, Ergonomics, Finance, Physics
The London School of Economics and Political Science (LSE) 2011 — 2012
General Course
Clayton 2005 — 2009
Brown Brothers Harriman August 2015 - Present
Spotted LLC April 2013 - Present
Denham Capital May 2015 - July 2015
Venture Café June 2014 - July 2015
Tufts University June 2012 - July 2012
Stern Brothers June 2011 - September 2011
Ogilvy & Mather June 2010 - August 2010
Skills
HTTP, CSS, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, French, Social Media Marketing, Early-stage Startups, Social Media, Technology, Adobe Creative Suite, Microsoft Office, Entrepreneurship, iOS development, Start-ups, Marketing Strategy, Business Strategy
Education
Tufts University 2009 — 2013
B.S., Engineering, Human Factors, Computer Science, Ergonomics, Finance, Physics
The London School of Economics and Political Science (LSE) 2011 — 2012
General Course
Clayton 2005 — 2009
Terri Smalinsky Terri Smalinsky's Stern Brothers Experience 2008 - 2014
Job Managing Director at Ziegler
Industry Investment Banking
Experience
Ziegler May 2014 - Present
Stern Brothers 2008 - 2014
ABN AMRO Bank N.V. 1997 - 2002
Skills
Project Finance, Investment Banking, Capital Markets, Financial Structuring, Renewable Energy, Public Finance, Energy Efficiency, Solar Energy, Local Government, State Government, Structured Finance, Securitization, Bonds, Securities, Private Placements, Private Equity
Education
Northwestern University - Kellogg School of Management
M.M., Finance, Accounting, Public Management
Vermont Law School
Masters Degree in Environmental Law and Policy
University of Michigan
B.A., Political Science and Economics
Ziegler May 2014 - Present
Stern Brothers 2008 - 2014
ABN AMRO Bank N.V. 1997 - 2002
Skills
Project Finance, Investment Banking, Capital Markets, Financial Structuring, Renewable Energy, Public Finance, Energy Efficiency, Solar Energy, Local Government, State Government, Structured Finance, Securitization, Bonds, Securities, Private Placements, Private Equity
Education
Northwestern University - Kellogg School of Management
M.M., Finance, Accounting, Public Management
Vermont Law School
Masters Degree in Environmental Law and Policy
University of Michigan
B.A., Political Science and Economics
Arlan Dohrmann Arlan Dohrmann's Stern Brothers Experience March 2005 - Present
Job Managing Director at Stern Brothers
Industry Investment Banking
Experience
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Stern Brothers March 2005 - Present
Raymond James 2001 - 2005
Banc of America Securities 1998 - 2001
George K Baum & Co. 1989 - 1995
AG Edwards 1983 - 1989
Corporate Development Corporation 1981 - 1983
City of Kirkwood, Missouri September 1976 - January 1981
US Army July 1966 - June 1970
Skills
Investment Banking, Bonds, Healthcare, Hospitals, Financial Advisory, Government, Private Placements, Public Finance, Capital Markets, Management, Investments, Finance, Fixed Income, Securities, Structured Finance, Strategy, Financial Structuring
Education
University of Missouri-Columbia
BA, Poli Sci and Public Administration
Sharon Kristjanson Sharon Kristjanson's Stern Brothers Experience October 1987 - December 1988
Job Principal at SVK Communications
Industry Professional Training & Coaching
Experience
SVK Communications 2011 - Present
Writer 2011 - 2015
New Trier Choices July 2008 - February 2010
Connecting Cultures Through Understanding November 1999 - December 2005
First Interstate Bank October 1990 - April 1993
Stern Brothers October 1987 - December 1988
Chemical Bank (now JP Morgan Chase) August 1983 - August 1987
Skills
Public Speaking, Non-profits, Teaching, Communication Skills, Editing, Program Management, Communication, Nonprofits, Event Planning, International Relations, Analysis, Leadership, Event Management, Conflict Resolution, Leadership Development, Intercultural..., Curriculum Design, Fundraising, Marketing, Organizational..., Public Relations, Qualitative Research
Education
Graduate Institute of International and Development Studies
International Economics and Law
Queen's University
Honours B.A., Economics
SIIC
SIIC
The Overseas School of Rome
SVK Communications 2011 - Present
Writer 2011 - 2015
New Trier Choices July 2008 - February 2010
Connecting Cultures Through Understanding November 1999 - December 2005
First Interstate Bank October 1990 - April 1993
Stern Brothers October 1987 - December 1988
Chemical Bank (now JP Morgan Chase) August 1983 - August 1987
Skills
Public Speaking, Non-profits, Teaching, Communication Skills, Editing, Program Management, Communication, Nonprofits, Event Planning, International Relations, Analysis, Leadership, Event Management, Conflict Resolution, Leadership Development, Intercultural..., Curriculum Design, Fundraising, Marketing, Organizational..., Public Relations, Qualitative Research
Education
Graduate Institute of International and Development Studies
International Economics and Law
Queen's University
Honours B.A., Economics
SIIC
SIIC
The Overseas School of Rome
Bruce Gehrlein Bruce Gehrlein's Stern Brothers Experience July 1987 - August 1988
Job Portfolio Management at Cairn Capital North America
Industry Investment Management
Experience
Cairn Capital North America October 2012 - Present
Treesdale Partners September 2008 - March 2012
RBS April 1996 - August 2008
Credit Suisse June 1990 - October 1995
Franklin Savings August 1988 - June 1990
Stern Brothers July 1987 - August 1988
Skills
Hedge Funds, ABS, Trading, Credit, Structured Finance
Education
Northwest Missouri State University 1983 — 1986
BS, Computer Science (Major) Mathematics (Minor)
University of Missouri-Rolla 1982 — 1982
Engineering
Cairn Capital North America October 2012 - Present
Treesdale Partners September 2008 - March 2012
RBS April 1996 - August 2008
Credit Suisse June 1990 - October 1995
Franklin Savings August 1988 - June 1990
Stern Brothers July 1987 - August 1988
Skills
Hedge Funds, ABS, Trading, Credit, Structured Finance
Education
Northwest Missouri State University 1983 — 1986
BS, Computer Science (Major) Mathematics (Minor)
University of Missouri-Rolla 1982 — 1982
Engineering
Dave Stalls's Stern Brothers Experience 1987 - 1988
Job Project Director & Interviewer at Men & Violence Oral History Project
Industry Nonprofit Organization Management
Experience
Men & Violence Oral History Project January 2015 - Present
Street Fraternity, Inc. August 2012 - Present
Big Brothers Big Sisters of Colorado February 2005 - August 2012
The Spot Youth Center June 1994 - September 2003
Parks & Recreation Department June 1991 - April 1993
Center For the New West 1989 - 1990
MCI Telecommunications 1988 - 1989
Stern Brothers 1987 - 1988
Boettcher & Company 1985 - 1986
Los Angeles Raiders 1983 - 1985
Skills
Training, Volunteer Management, Program Development, Fundraising, Event Planning, Strategic Planning, Public Relations
Education
University of Northern Colorado 1973 — 1978
Bachelor of Arts (B.A.), Zoology
Taft High School, Hamilton, Ohio
Men & Violence Oral History Project January 2015 - Present
Street Fraternity, Inc. August 2012 - Present
Big Brothers Big Sisters of Colorado February 2005 - August 2012
The Spot Youth Center June 1994 - September 2003
Parks & Recreation Department June 1991 - April 1993
Center For the New West 1989 - 1990
MCI Telecommunications 1988 - 1989
Stern Brothers 1987 - 1988
Boettcher & Company 1985 - 1986
Los Angeles Raiders 1983 - 1985
Skills
Training, Volunteer Management, Program Development, Fundraising, Event Planning, Strategic Planning, Public Relations
Education
University of Northern Colorado 1973 — 1978
Bachelor of Arts (B.A.), Zoology
Taft High School, Hamilton, Ohio
Doug Sweeney Doug Sweeney's Stern Brothers Experience June 2003 - November 2006
Job Vice President Corporate Market & Institutional Risk
Industry Capital Markets
Experience
Wells Fargo Corporate Risk March 2014 - Present
Wells Fargo Home Mortgage November 2006 - Present
Wells Fargo Home Mortgage August 2011 - December 2012
MCS Consultants June 2003 - May 2010
Stern Brothers June 2003 - November 2006
Skills
Collaborative Problem..., Risk Management, Critical Thinking, Data Mining, Data Management, Statistical Data..., QRM (MB/AL), SQL, Microsoft SQL Server, SSIS, Visual Basic, Access, Microsoft Excel, Bloomberg, HTML, XML, Munex (Public Finance), Busch Analytics..., Terradata, Stata, T-SQL, Series 7, Series 63, SAS, Financial Risk, Financial Analysis, Teradata, Mortgage Banking
Education
Miami University 1999 — 2003
Bachelor's degree
Southern Illinois University, Carbondale
Master's degree, Finance / Economics
Wells Fargo Corporate Risk March 2014 - Present
Wells Fargo Home Mortgage November 2006 - Present
Wells Fargo Home Mortgage August 2011 - December 2012
MCS Consultants June 2003 - May 2010
Stern Brothers June 2003 - November 2006
Skills
Collaborative Problem..., Risk Management, Critical Thinking, Data Mining, Data Management, Statistical Data..., QRM (MB/AL), SQL, Microsoft SQL Server, SSIS, Visual Basic, Access, Microsoft Excel, Bloomberg, HTML, XML, Munex (Public Finance), Busch Analytics..., Terradata, Stata, T-SQL, Series 7, Series 63, SAS, Financial Risk, Financial Analysis, Teradata, Mortgage Banking
Education
Miami University 1999 — 2003
Bachelor's degree
Southern Illinois University, Carbondale
Master's degree, Finance / Economics
John Shapiro's Stern Brothers Experience November 2008 - Present
Job VPInst Sales at Stern Brothers
Industry Financial Services
Experience
Stern Brothers November 2008 - Present
Wells Fargo September 2007 - August 2008
AG Edwards & Sons, Inc December 1997 - September 2007
Bear Stearns December 1991 - November 1997
Skills
Investments, Series 7, Series 63, Bonds, Bloomberg, Sales, Trading, Client Relations Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Web Content, Municipal Bonds, Fixed Income, High Yield, Securities
Education
Indiana University Bloomington 1987 — 1991
BS, Finance
Stern Brothers November 2008 - Present
Wells Fargo September 2007 - August 2008
AG Edwards & Sons, Inc December 1997 - September 2007
Bear Stearns December 1991 - November 1997
Skills
Investments, Series 7, Series 63, Bonds, Bloomberg, Sales, Trading, Client Relations Skills, Computer Proficiency, Microsoft Excel, Microsoft Word, Web Content, Municipal Bonds, Fixed Income, High Yield, Securities
Education
Indiana University Bloomington 1987 — 1991
BS, Finance
Francis Duff Francis Duff's Stern Brothers Experience February 1981 - August 1988
Job Vice President at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird November 2000 - Present
George K. Baum & Company August 1998 - November 2000
Stern Brothers February 1981 - August 1988
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Analysis, Investment Advisory, Strategic Planning, Investments, Alternative Investments, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Asset Allocation, Retirement, Equities, Series 63, Portfolio Management, Estate Planning, 401k, Process Improvement
Education
University of Missouri-Columbia 1976 — 1980
Finance, Business
Park Hill High School 1972 — 1976
Robert W. Baird November 2000 - Present
George K. Baum & Company August 1998 - November 2000
Stern Brothers February 1981 - August 1988
Skills
Series 7, Mutual Funds, Retirement Planning, Financial Analysis, Investment Advisory, Strategic Planning, Investments, Alternative Investments, Wealth Management, Insurance, Strategic Financial..., Asset Managment, Asset Allocation, Retirement, Equities, Series 63, Portfolio Management, Estate Planning, 401k, Process Improvement
Education
University of Missouri-Columbia 1976 — 1980
Finance, Business
Park Hill High School 1972 — 1976
Robert Klostermeier's Stern Brothers Experience 2007 - August 2013
Job Managing Partner, CurrentRiver, LLC
Industry Capital Markets
Experience
CurrentRiver, LLC and affiliated with Patrick Capital Markets August 2013 - Present
Stern Brothers 2007 - August 2013
AG Edwards 1989 - 2007
A.G. Edwards 1989 - 2007
Centerre Bank/Boatmen's Bank St. Louis 1984 - 1989
Skills
Bonds, Series 7, Fixed Income, Investment Banking, Investments, Bloomberg, Capital Markets, Securities, Series 63, Trading, Financial Advisory, Project Finance, Private Equity, Financial Structuring, Structured Finance, Team Leadership, Strategic Planning, Project Initiation, Investment Management, FINRA, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BA, American Culture
CurrentRiver, LLC and affiliated with Patrick Capital Markets August 2013 - Present
Stern Brothers 2007 - August 2013
AG Edwards 1989 - 2007
A.G. Edwards 1989 - 2007
Centerre Bank/Boatmen's Bank St. Louis 1984 - 1989
Skills
Bonds, Series 7, Fixed Income, Investment Banking, Investments, Bloomberg, Capital Markets, Securities, Series 63, Trading, Financial Advisory, Project Finance, Private Equity, Financial Structuring, Structured Finance, Team Leadership, Strategic Planning, Project Initiation, Investment Management, FINRA, Hedge Funds
Education
Washington University in St. Louis - Olin Business School 1981 — 1983
MBA, Finance
Northwestern University 1977 — 1981
BA, American Culture
Donald Clements's Stern Brothers Experience August 2001 - September 2010
Job Managing Director Investment Banking, Head Trader ShortTerm Desk, Metro Atlanta at Stern Brothers
Industry Investment Banking
Experience
Stern Brothers & Co September 2010 - Present
Stern Brothers August 2001 - September 2010
ManKind Project of Kansas City 2001 - 2006
Associated Press 1997 - 2001
Skills
Financial Modeling, Investment Banking, Investments, Bonds, Equities, Valuation, Series 7, Financial Advisory, Capital Markets, Securities, Portfolio Management, Series 63, Fixed Income, Credit, Bloomberg, Trading, Management
Education
University of Florida 1981 — 1983
BS, Journalism/ Minor in Agriculture, Technical Communications
Lake City Community College 1979 — 1981
AA, Journalism, Science
Stern Brothers & Co September 2010 - Present
Stern Brothers August 2001 - September 2010
ManKind Project of Kansas City 2001 - 2006
Associated Press 1997 - 2001
Skills
Financial Modeling, Investment Banking, Investments, Bonds, Equities, Valuation, Series 7, Financial Advisory, Capital Markets, Securities, Portfolio Management, Series 63, Fixed Income, Credit, Bloomberg, Trading, Management
Education
University of Florida 1981 — 1983
BS, Journalism/ Minor in Agriculture, Technical Communications
Lake City Community College 1979 — 1981
AA, Journalism, Science
Ray Coyne's Stern Brothers Experience February 1984 - February 1987
Job Executive Director at Oppenheimer
Industry Investment Banking
Experience
Oppenheimer & Co. Inc. April 2014 - Present
Hutchinson, Shockey, Erley & Co. February 2002 - April 2014
Banc One May 2000 - February 2002
William Blair and Company February 1987 - May 2000
Stern Brothers February 1984 - February 1987
City of Chicago January 1981 - November 1983
City of Chicago June 1980 - December 1980
City of Chicago August 1979 - June 1980
Illinois Economic and Fiscal Commission 1976 - 1979
Illinois State Senate April 1973 - July 1976
Skills
Public Finance, Finance, Bonds, Strategic Planning, Securities, Series 7, Portfolio Management, Fixed Income, Analysis, Creative Problem Solving, Political Campaigns, Financial Modeling, Municipalities, Credit Analysis, Team Building, Public/private..., Public Policy, Proposal Writing
Education
Northwestern University 1971 — 1980
Ph.D., Political science
Reed College 1968 — 1971
BA, Political Science
Fenwick 1964 — 1968
Diploma, Regular/General High School/Secondary Diploma Program
Oppenheimer & Co. Inc. April 2014 - Present
Hutchinson, Shockey, Erley & Co. February 2002 - April 2014
Banc One May 2000 - February 2002
William Blair and Company February 1987 - May 2000
Stern Brothers February 1984 - February 1987
City of Chicago January 1981 - November 1983
City of Chicago June 1980 - December 1980
City of Chicago August 1979 - June 1980
Illinois Economic and Fiscal Commission 1976 - 1979
Illinois State Senate April 1973 - July 1976
Skills
Public Finance, Finance, Bonds, Strategic Planning, Securities, Series 7, Portfolio Management, Fixed Income, Analysis, Creative Problem Solving, Political Campaigns, Financial Modeling, Municipalities, Credit Analysis, Team Building, Public/private..., Public Policy, Proposal Writing
Education
Northwestern University 1971 — 1980
Ph.D., Political science
Reed College 1968 — 1971
BA, Political Science
Fenwick 1964 — 1968
Diploma, Regular/General High School/Secondary Diploma Program
Adam Pierce's Stern Brothers Experience July 2010 - August 2012
Job Finance Manager at Sempra U.S. Gas & Power
Industry Oil & Energy
Experience
Sempra U.S. Gas & Power May 2015 - Present
Sempra U.S. Gas & Power July 2014 - May 2015
Sempra U.S. Gas & Power August 2013 - July 2014
Sempra Energy August 2012 - August 2013
Stern Brothers July 2010 - August 2012
Wells Fargo Securities July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Bloomberg, Valuation, Credit, Equities, Capital Markets, Project Finance, Finance, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis, Investments, Corporate Development
Education
Saint Louis University 2003 — 2007
Bachelors of Science, Economics and Finance
Sempra U.S. Gas & Power May 2015 - Present
Sempra U.S. Gas & Power July 2014 - May 2015
Sempra U.S. Gas & Power August 2013 - July 2014
Sempra Energy August 2012 - August 2013
Stern Brothers July 2010 - August 2012
Wells Fargo Securities July 2007 - July 2010
Lehman Brothers June 2006 - August 2006
Skills
Investment Banking, Bloomberg, Valuation, Credit, Equities, Capital Markets, Project Finance, Finance, Corporate Finance, Financial Modeling, Mergers & Acquisitions, Due Diligence, Analysis, Financial Analysis, Investments, Corporate Development
Education
Saint Louis University 2003 — 2007
Bachelors of Science, Economics and Finance
Benjamin Forrest's Stern Brothers Experience September 2008 - April 2011
Job Executive Director at Oppenheimer & Co.
Industry Investment Banking
Experience
Oppenheimer & Co. May 2013 - Present
Oppenheimer & Co. March 2011 - May 2013
Stern Brothers September 2008 - April 2011
Skills
Investment Banking, Capital Markets, Finance, Bonds, Banking, Investments, Securities, Financial Structuring, Restructuring, Project Finance
Education
Southern Methodist University 2003 — 2007
BA, Corporate Communications and Public Affairs
Oppenheimer & Co. May 2013 - Present
Oppenheimer & Co. March 2011 - May 2013
Stern Brothers September 2008 - April 2011
Skills
Investment Banking, Capital Markets, Finance, Bonds, Banking, Investments, Securities, Financial Structuring, Restructuring, Project Finance
Education
Southern Methodist University 2003 — 2007
BA, Corporate Communications and Public Affairs
Mark Witte's Stern Brothers Experience 2008 - 2009
Job Treasurer and Board Member at Jetty East Condominium Association
Industry Financial Services
Experience
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
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
Marvin Anderson's Stern Brothers Experience August 2008 - April 2014
Job Vice President at JP Morgan
Industry Banking
Experience
JP Morgan Chase, Private Banking May 2014 - Present
Stern Brothers August 2008 - April 2014
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. July 1993 - October 2007
AG Edwards 1993 - 2007
Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP
Rockhurst University 1983 — 1987
BSBA, Finance/Econ
JP Morgan Chase, Private Banking May 2014 - Present
Stern Brothers August 2008 - April 2014
Wachovia Securities October 2007 - July 2008
A.G. Edwards & Sons, Inc. July 1993 - October 2007
AG Edwards 1993 - 2007
Skills
Financial Advisory, Investment Banking, Bonds, Financial Modeling, Capital Markets, Project Finance, Investments, Securities, Risk Management, Financial Analysis, Alternative Investments, Due Diligence, Corporate Finance, Fixed Income, Equities, Banking, Series 7, Valuation, Finance, Financial Structuring, Portfolio Management, Structured Finance, Bloomberg, Trading, Private Equity, Series 63, Private Placements, Hedge Funds, Mergers & Acquisitions, Credit Analysis, Mutual Funds, Credit, Asset Management, Investment Advisory, Asset Allocation, Investment Strategies, Wealth Management, Investment Management, Structured Products, FINRA, Securitization, Series 24, Financial Markets, Investor Relations, Equity Research, Derivatives, Municipal Bonds, Emerging Markets, ETFs, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1987 — 1990
MBA & MPP
Rockhurst University 1983 — 1987
BSBA, Finance/Econ
Karen Johnson-Phillips's Stern Brothers Experience 1986 - 1992
Job Regional Quality Supervisor
Industry Transportation/Trucking/Railroad
Experience
K Phillips Mediations July 2012 - Present
New Life Family Church January 2012 - Present
UPS Freight November 2011 - Present
T-MOBILE WIRELESS November 2006 - March 2011
Hadley Park Apartments, Overland Group January 2005 - May 2006
Hadley Park Apartments May 2001 - January 2005
Stern Brothers 1986 - 1992
Education
Baker University
Master of Arts, Conflict Management & Dispute Resolution
Baker University 2004 — 2006
MBA, Business
Baker University 2003 — 2003
BBA, Business
K Phillips Mediations July 2012 - Present
New Life Family Church January 2012 - Present
UPS Freight November 2011 - Present
T-MOBILE WIRELESS November 2006 - March 2011
Hadley Park Apartments, Overland Group January 2005 - May 2006
Hadley Park Apartments May 2001 - January 2005
Stern Brothers 1986 - 1992
Education
Baker University
Master of Arts, Conflict Management & Dispute Resolution
Baker University 2004 — 2006
MBA, Business
Baker University 2003 — 2003
BBA, Business
Tom Shapiro's Stern Brothers Experience Vice President Muni SalesA.G. Edwards1995 - 2007
Job Vice President Institutional sales at Stern Brothers
Industry Financial Services
Experience
Stern Brothers Vice President Muni SalesA.G. Edwards1995 - 2007
First Boston Corporation 1980 - 1995
BancNorthwest 1972 - 1980
Continental Bank 1968 - 1972
Education
Southern Illinois University, Carbondale 1962 — 1966
BS, Marketing
Stern Brothers Vice President Muni SalesA.G. Edwards1995 - 2007
First Boston Corporation 1980 - 1995
BancNorthwest 1972 - 1980
Continental Bank 1968 - 1972
Education
Southern Illinois University, Carbondale 1962 — 1966
BS, Marketing
Angela Conover's Stern Brothers Experience September 2000 - Present
Job Associate at Stern Brothers
Industry Investment Banking
Experience
Stern Brothers September 2000 - Present
Freelance January 1993 - Present
Aries Capital 1997 - 2000
National Bank of Detroit June 1993 - June 1997
Skills
Public Finance
Education
Grand Valley State University
BA, Public Administration
Stern Brothers September 2000 - Present
Freelance January 1993 - Present
Aries Capital 1997 - 2000
National Bank of Detroit June 1993 - June 1997
Skills
Public Finance
Education
Grand Valley State University
BA, Public Administration
Tom Moriarty's Stern Brothers Experience 1993 - February 2014
Job Principal at Real Estate Economic & Finance Solutions
Industry Financial Services
Experience
REEF Solutions First, LLC-Real Estate Economic & Finance Solutions February 2014 - Present
Stern Brothers 1993 - February 2014
Independent 1978 - 1993
Skills
Private Placements, Analytics, Feasibility Studies, Self-starter, Bond Financing, Development Feasibility..., Debt Modeling
Education
University of Nebraska-Lincoln 1967 — 1971
Bachelor of Science (B.S.), Finance, Management
REEF Solutions First, LLC-Real Estate Economic & Finance Solutions February 2014 - Present
Stern Brothers 1993 - February 2014
Independent 1978 - 1993
Skills
Private Placements, Analytics, Feasibility Studies, Self-starter, Bond Financing, Development Feasibility..., Debt Modeling
Education
University of Nebraska-Lincoln 1967 — 1971
Bachelor of Science (B.S.), Finance, Management
Rick Worner's Stern Brothers Experience December 1982 - April 1986
Job Managing Director at National Realty Advisors
Industry Real Estate
Experience
National Realty Advisors October 2014 - Present
Oppenheimer & Co. Inc. April 1986 - October 2014
Stern Brothers December 1982 - April 1986
Skills
Investments, Series 7, Strategic Planning, Securities, Financial Analysis, Series 63, Real Estate, Leadership, Strategic Financial..., Fundraising, Public Speaking, Contract Negotiation, Negotiation, Real Estate Development, New Business Development, Marketing Strategy, Budgets, Retirement Planning, Due Diligence, Private Equity, Marketing, Business Development, Management, Entrepreneurship, Sales Management, Real Estate Economics, Business Strategy, Commercial Real Estate, Team Building, Finance, Sales, Investment Properties
Education
The University of Kansas 1973 — 1975
BA, Education
Kansas City Kansas Community College 1971 — 1973
Associate of Arts (A.A.)
National Realty Advisors October 2014 - Present
Oppenheimer & Co. Inc. April 1986 - October 2014
Stern Brothers December 1982 - April 1986
Skills
Investments, Series 7, Strategic Planning, Securities, Financial Analysis, Series 63, Real Estate, Leadership, Strategic Financial..., Fundraising, Public Speaking, Contract Negotiation, Negotiation, Real Estate Development, New Business Development, Marketing Strategy, Budgets, Retirement Planning, Due Diligence, Private Equity, Marketing, Business Development, Management, Entrepreneurship, Sales Management, Real Estate Economics, Business Strategy, Commercial Real Estate, Team Building, Finance, Sales, Investment Properties
Education
The University of Kansas 1973 — 1975
BA, Education
Kansas City Kansas Community College 1971 — 1973
Associate of Arts (A.A.)
Thomas Jerome's Stern Brothers Experience August 1994 - August 1996
Job Sr. Client Services Specialist at Mutual of America
Industry Financial Services
Experience
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Mutual of America July 2011 - Present
Deutsche Bank June 2007 - February 2009
LaBranche Structured Products Specialists, LLC January 2000 - January 2007
RPM Specialist September 1998 - January 2000
Bear Wagner Specialists August 1996 - September 1998
Stern Brothers August 1994 - August 1996
JJC Specialists February 1990 - August 1994
Merrill Lynch May 1986 - April 1989
Skills
Financial Risk, ETFs, Trading, Bloomberg, Trading Strategies
Education
Thomas Edison State College 2008 — 2010
B.S, Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance and Financial Management Services
Lisa Grotjan-Saladino's Stern Brothers Experience 1992 - 1993
Job Corporate Treasurer & Secretary, Chief Operations Officer at H&J Grotjan Farms, Inc.
Industry Government Administration
Experience
H&J Grotjan Farms, Inc. July 2012 - Present
UMB Bank 2005 - 2007
UMB Bank 2004 - 2005
Ameriprise Financial Services, Inc. 2003 - 2003
Premier Transportation 2000 - 2003
KPMG 1997 - 2000
Congresswoman Karen McCarthy 1996 - 1997
OppenheimerFunds 1993 - 1996
Stern Brothers 1992 - 1993
Llama Financial 1991 - 1991
Skills
Investments, Finance, Banking, Public Finance, Marketing, Customer Service, Team Building, Strategic Planning, Leadership, Project Management, Small Business, Management, Public Relations, Coaching, Strategy
Education
University of Missouri-Columbia 1983 — 1987
BSBA, Banking, Corporate, Finance, and Securities Law, Public Finance, Economics, Political Science
H&J Grotjan Farms, Inc. July 2012 - Present
UMB Bank 2005 - 2007
UMB Bank 2004 - 2005
Ameriprise Financial Services, Inc. 2003 - 2003
Premier Transportation 2000 - 2003
KPMG 1997 - 2000
Congresswoman Karen McCarthy 1996 - 1997
OppenheimerFunds 1993 - 1996
Stern Brothers 1992 - 1993
Llama Financial 1991 - 1991
Skills
Investments, Finance, Banking, Public Finance, Marketing, Customer Service, Team Building, Strategic Planning, Leadership, Project Management, Small Business, Management, Public Relations, Coaching, Strategy
Education
University of Missouri-Columbia 1983 — 1987
BSBA, Banking, Corporate, Finance, and Securities Law, Public Finance, Economics, Political Science
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY