Sterne Agee & Leach
Industry: Company
DescriptionFounded: 1901 Parent organization: Stifel Subsidiaries: W R P Investments Inc, Sterne Agee UK LLP,
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Sterne Agee & Leach Employees
Employee
Years
Job
Industry
Benjamin Bourgeois, Jr. Benjamin Bourgeois, Jr.'s Sterne Agee & Leach Experience May 2009 - March 2014
Job Financial Representative at CBD Wealth Management
Industry Financial Services
Experience
CBD Wealth Management March 2014 - Present
Sterne Agee & Leach May 2009 - March 2014
FBT Investments located at First Bank & Trust March 2000 - May 2009
Skills
Mutual Funds, Retirement Planning, Retirement, ETFs, Options, Bonds, Wealth Management, Alternative Investments, Strategic Financial..., Series 7, Asset Allocation, Customer Service, Investments, FINRA, Uniform Combined State..., Stocks, Series 63, Investment Advisory, Series 65
Education
LSU 1987 — 1990
Bachelor's degree, Finance, General
CBD Wealth Management March 2014 - Present
Sterne Agee & Leach May 2009 - March 2014
FBT Investments located at First Bank & Trust March 2000 - May 2009
Skills
Mutual Funds, Retirement Planning, Retirement, ETFs, Options, Bonds, Wealth Management, Alternative Investments, Strategic Financial..., Series 7, Asset Allocation, Customer Service, Investments, FINRA, Uniform Combined State..., Stocks, Series 63, Investment Advisory, Series 65
Education
LSU 1987 — 1990
Bachelor's degree, Finance, General
Jeff Kao Jeff Kao's Sterne Agee & Leach Experience January 2009 - July 2010
Job Former Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2010 - November 2014
Sterne Agee & Leach January 2009 - July 2010
Merrill Lynch January 2007 - January 2009
Scotia Capital (USA) June 2004 - January 2007
Skills
Credit Analysis, High Yield Bonds, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Research
Education
Rutgers University-New Brunswick 2001 — 2004
Bachelor of Science (BS), Economics, Computer Science
RBC Capital Markets July 2010 - November 2014
Sterne Agee & Leach January 2009 - July 2010
Merrill Lynch January 2007 - January 2009
Scotia Capital (USA) June 2004 - January 2007
Skills
Credit Analysis, High Yield Bonds, Financial Modeling, Capital Markets, Corporate Finance, Fixed Income, Research
Education
Rutgers University-New Brunswick 2001 — 2004
Bachelor of Science (BS), Economics, Computer Science
Kimberly Rankin's Sterne Agee & Leach Experience 1992 - 1995
Job Independent Executive Distributor & Team Leader at Jeunesse Global
Industry Health, Wellness and Fitness
Experience
Jeunesse Global February 2015 - Present
Long & Foster Companies 2005 - 2007
The Estée Lauder Companies Inc. 2002 - 2005
Cvent, Inc. 1999 - 2001
Learning Tree International 1997 - 1999
Origins 1996 - 1997
Origins 1995 - 1996
Sterne Agee & Leach 1992 - 1995
Skills
Social Media Marketing, Customer Service, Marketing, Social Media, Facebook, Social Networking, Selling, Time Management, Marketing Strategy, Word Of Mouth Marketing, Training, Leadership, Retail, Management, Customer Experience, Strategic Planning, Writing, Customer Engagement, Twitter, Influencer Marketing, Quality Assurance, Account Management, Sales, Marketing to Women, Mentoring, Sales Training, Skin Care, Skin Care Products, Beauty Industry, Cosmetics, Amazon Associate
Education
University of Alabama 1988 — 1992
BFA
Stone Mountain High School 1983 — 1988
Jeunesse Global February 2015 - Present
Long & Foster Companies 2005 - 2007
The Estée Lauder Companies Inc. 2002 - 2005
Cvent, Inc. 1999 - 2001
Learning Tree International 1997 - 1999
Origins 1996 - 1997
Origins 1995 - 1996
Sterne Agee & Leach 1992 - 1995
Skills
Social Media Marketing, Customer Service, Marketing, Social Media, Facebook, Social Networking, Selling, Time Management, Marketing Strategy, Word Of Mouth Marketing, Training, Leadership, Retail, Management, Customer Experience, Strategic Planning, Writing, Customer Engagement, Twitter, Influencer Marketing, Quality Assurance, Account Management, Sales, Marketing to Women, Mentoring, Sales Training, Skin Care, Skin Care Products, Beauty Industry, Cosmetics, Amazon Associate
Education
University of Alabama 1988 — 1992
BFA
Stone Mountain High School 1983 — 1988
Chad Champion's Sterne Agee & Leach Experience September 1993 - October 1995
Job Senior Recruiter Wholesale Risk & Compliance at Wells Fargo
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Randstad Professionals May 2010 - October 2014
Management Advisors International January 2005 - May 2010
Wachovia Securities October 2000 - December 2004
NBC Securities November 1995 - September 2000
Sterne Agee & Leach September 1993 - October 1995
Skills
Sales Management, Product Management, Financial Services, Banking, Risk Management, Executive Management, Mergers, Finance, Financial Risk, Due Diligence, Portfolio Management, Securities, Investment Banking, Executive Search, AML, Equities, Mergers & Acquisitions, Human Resources, Onboarding, Temporary Placement, Business Development, Asset Management, Insurance, Investments, Hedge Funds, Permanent Placement, Team Leadership, Internet Recruiting, Applicant Tracking..., Auditing, Temporary Staffing, College Recruiting, Staffing Services, Search, Hiring, Credit, Private Equity, Wealth Management, Interviews, Talent Acquisition, Benefits Negotiation, Screening Resumes, Professional Services, Technical Recruiting, Relationship Management, Contract Recruitment, Employee Benefits, Resume Writing, Client Development, Coaching
Education
University of Alabama 1989 — 1993
Accounting
Wells Fargo October 2014 - Present
Randstad Professionals May 2010 - October 2014
Management Advisors International January 2005 - May 2010
Wachovia Securities October 2000 - December 2004
NBC Securities November 1995 - September 2000
Sterne Agee & Leach September 1993 - October 1995
Skills
Sales Management, Product Management, Financial Services, Banking, Risk Management, Executive Management, Mergers, Finance, Financial Risk, Due Diligence, Portfolio Management, Securities, Investment Banking, Executive Search, AML, Equities, Mergers & Acquisitions, Human Resources, Onboarding, Temporary Placement, Business Development, Asset Management, Insurance, Investments, Hedge Funds, Permanent Placement, Team Leadership, Internet Recruiting, Applicant Tracking..., Auditing, Temporary Staffing, College Recruiting, Staffing Services, Search, Hiring, Credit, Private Equity, Wealth Management, Interviews, Talent Acquisition, Benefits Negotiation, Screening Resumes, Professional Services, Technical Recruiting, Relationship Management, Contract Recruitment, Employee Benefits, Resume Writing, Client Development, Coaching
Education
University of Alabama 1989 — 1993
Accounting
Asher Carey's Sterne Agee & Leach Experience June 2011 - September 2012
Job Vice President Equity Research Associate at Sterne Agee
Industry Market Research
Experience
Sterne Agee July 2013 - Present
Auction.com 2013 - 2013
Sterne Agee & Leach June 2011 - September 2012
UBS Wealth Management October 2010 - February 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equity Research, Corporate Finance, Equities
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MS, Finance, Energy Specialization
Tulane University 2006 — 2010
Bachelor of Science (B.S.), Finance, Legal Studies
The Tatnall School
Sterne Agee July 2013 - Present
Auction.com 2013 - 2013
Sterne Agee & Leach June 2011 - September 2012
UBS Wealth Management October 2010 - February 2011
Skills
Financial Modeling, Bloomberg, Financial Analysis, Valuation, Equity Research, Corporate Finance, Equities
Education
Tulane University - A.B. Freeman School of Business 2010 — 2011
MS, Finance, Energy Specialization
Tulane University 2006 — 2010
Bachelor of Science (B.S.), Finance, Legal Studies
The Tatnall School
J. Randal Roberts's Sterne Agee & Leach Experience January 2006 - January 2007
Job Financial Executive
Industry Investment Banking
Experience
BBVA Compass January 2013 - January 2014
Wells Fargo January 2011 - January 2012
Sterling Bank January 2007 - January 2012
Sterne Agee & Leach January 2006 - January 2007
UBS January 2005 - January 2006
BOSC January 2004 - January 2005
Cantor Fitzgerald January 2003 - January 2004
Skills
Loans, Finance, Securities, Investments, Fixed Income, Capital Markets, Portfolio Management, Mutual Funds, Equities, Banking, Derivatives, Structured Finance, Trading, Asset Management, Financial Analysis, Financial Structuring
Education
University of Iowa
BBA, Finance
BBVA Compass January 2013 - January 2014
Wells Fargo January 2011 - January 2012
Sterling Bank January 2007 - January 2012
Sterne Agee & Leach January 2006 - January 2007
UBS January 2005 - January 2006
BOSC January 2004 - January 2005
Cantor Fitzgerald January 2003 - January 2004
Skills
Loans, Finance, Securities, Investments, Fixed Income, Capital Markets, Portfolio Management, Mutual Funds, Equities, Banking, Derivatives, Structured Finance, Trading, Asset Management, Financial Analysis, Financial Structuring
Education
University of Iowa
BBA, Finance
Christopher Frankel's Sterne Agee & Leach Experience 1994 - 2006
Job CEO at COR Clearing LLC (formerly Legent Clearing)
Industry Financial Services
Experience
Legent Clearing Corp. May 2009 - Present
GunnAllen Financial Inc. July 2006 - March 2009
Sterne Agee April 1994 - June 2006
Sterne Agee & Leach 1994 - 2006
Education
Roswell High School 1980 — 1985
Florida State University
Legent Clearing Corp. May 2009 - Present
GunnAllen Financial Inc. July 2006 - March 2009
Sterne Agee April 1994 - June 2006
Sterne Agee & Leach 1994 - 2006
Education
Roswell High School 1980 — 1985
Florida State University
Jonathan Adams's Sterne Agee & Leach Experience September 2011 - June 2015
Job Vice President of Business Development at McLane Company, Inc.
Industry Logistics and Supply Chain
Experience
McLane Company, Inc. September 2015 - Present
Sterne Agee & Leach September 2011 - June 2015
SeaCo Ltd January 2010 - November 2011
Houlihan Lokey March 2004 - April 2009
Close Brothers Corporate Finance 1995 - 2000
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Restructuring, Capital Markets, Due Diligence, Private Placements, Hedge Funds, Mergers & Acquisitions, Banking, Financial Analysis, Leveraged Finance, Management, Finance, Investments
Education
University of Oxford 1989 — 2002
Law, Corporate Law
Cass Business School 1993 — 1995
MBA, Corporate Finance
McLane Company, Inc. September 2015 - Present
Sterne Agee & Leach September 2011 - June 2015
SeaCo Ltd January 2010 - November 2011
Houlihan Lokey March 2004 - April 2009
Close Brothers Corporate Finance 1995 - 2000
Skills
Private Equity, Mergers, Investment Banking, Corporate Finance, Financial Modeling, Valuation, Venture Capital, Restructuring, Capital Markets, Due Diligence, Private Placements, Hedge Funds, Mergers & Acquisitions, Banking, Financial Analysis, Leveraged Finance, Management, Finance, Investments
Education
University of Oxford 1989 — 2002
Law, Corporate Law
Cass Business School 1993 — 1995
MBA, Corporate Finance
Kevin Denney's Sterne Agee & Leach Experience June 2007 - April 2008
Job Investment Banking Associate
Industry Financial Services
Experience
Gulf & Pacific Group October 2012 - Present
ISI Capital May 2008 - May 2011
Sterne Agee & Leach June 2007 - April 2008
The Benchmark Company March 2004 - June 2007
Brean Murray, Carret & Co September 2001 - March 2004
Salomon Smith Barney February 1998 - September 2001
Donaldson, Lufkin & Jenrette July 1996 - February 1998
Skills
Customer Service, New Business Development, Sales Management, Sales, Banking, Account Management
Education
Tulane University 1993 — 1995
Masters of Accounting, Accounting
Tulane University 1989 — 1993
Bachelor of Science in Management, Business
Gulf & Pacific Group October 2012 - Present
ISI Capital May 2008 - May 2011
Sterne Agee & Leach June 2007 - April 2008
The Benchmark Company March 2004 - June 2007
Brean Murray, Carret & Co September 2001 - March 2004
Salomon Smith Barney February 1998 - September 2001
Donaldson, Lufkin & Jenrette July 1996 - February 1998
Skills
Customer Service, New Business Development, Sales Management, Sales, Banking, Account Management
Education
Tulane University 1993 — 1995
Masters of Accounting, Accounting
Tulane University 1989 — 1993
Bachelor of Science in Management, Business
Nicholas Fair's Sterne Agee & Leach Experience January 2011 - May 2011
Job Student at Brown University
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Cowen Institute for Public Education Initiatives at Tulane University September 2010 - June 2011
STERNE AGEE & LEACH January 2011 - May 2011
Merrill Lynch September 2010 - January 2011
The Idea Village September 2010 - November 2010
Skills
Entrepreneurship, Private Equity, Research
Education
Brown University 2011 — 2015
Deerfield Academy 2008 — 2010
Morgan Stanley June 2014 - Present
Cowen Institute for Public Education Initiatives at Tulane University September 2010 - June 2011
STERNE AGEE & LEACH January 2011 - May 2011
Merrill Lynch September 2010 - January 2011
The Idea Village September 2010 - November 2010
Skills
Entrepreneurship, Private Equity, Research
Education
Brown University 2011 — 2015
Deerfield Academy 2008 — 2010
Tom Owings's Sterne Agee & Leach Experience September 1995 - September 1998
Job Capital Markets Professional
Industry Capital Markets
Experience
Key Bank Capital Markets July 1992 - December 2013
Sterne Agee & Leach September 1995 - September 1998
Skills
Management, Capital Markets, Financial Analysis, Investments, Portfolio Management, Strategy, Team Building, Sales Management, Fixed Income, Sales, Customer Service, Marketing Strategy, Series 63, Risk Management, Asset Management, Leadership
Education
Georgia State University
Bachelor's Degree, Marketing
Key Bank Capital Markets July 1992 - December 2013
Sterne Agee & Leach September 1995 - September 1998
Skills
Management, Capital Markets, Financial Analysis, Investments, Portfolio Management, Strategy, Team Building, Sales Management, Fixed Income, Sales, Customer Service, Marketing Strategy, Series 63, Risk Management, Asset Management, Leadership
Education
Georgia State University
Bachelor's Degree, Marketing
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY