Stifel Company
Industry: Investment banking company
DescriptionStifel Financial Corp. is American multinational independent investment bank and financial services company created under its present name in July 1983 and listed on the New York Stock Exchange on November 24, 1986. Headquarters: St. Louis, MO CEO: Ronald J Kruszewski (Sep 1997–) Number of employees: 5,266 (2012) Subsidiaries: Keefe, Bruyette & Woods, Inc., Eaton Partners,
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Stifel Employees
Employee
Years
Job
Industry
Eric Steele Eric Steele's Stifel Experience July 2008 - June 2011
Job Vice President at Catalyst Investors
Industry Venture Capital & Private Equity
Experience
Jobvite September 2014 - Present
Decisyon April 2014 - Present
WeddingWire December 2011 - Present
Catalyst Investors August 2011 - Present
Xplornet Communications August 2011 - Present
Codero Hosting August 2011 - May 2015
Latisys August 2011 - February 2015
Stifel July 2008 - June 2011
Skills
Venture Capital, Mergers & Acquisitions, Investments, Private Equity, Valuation, Portfolio Management, Capital Markets, Due Diligence, Growth Capital, SaaS, Cloud Computing, Business Strategy, Sourcing
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.S., Business Administration
Jobvite September 2014 - Present
Decisyon April 2014 - Present
WeddingWire December 2011 - Present
Catalyst Investors August 2011 - Present
Xplornet Communications August 2011 - Present
Codero Hosting August 2011 - May 2015
Latisys August 2011 - February 2015
Stifel July 2008 - June 2011
Skills
Venture Capital, Mergers & Acquisitions, Investments, Private Equity, Valuation, Portfolio Management, Capital Markets, Due Diligence, Growth Capital, SaaS, Cloud Computing, Business Strategy, Sourcing
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.S., Business Administration
Jeffery Singleton Jeffery Singleton's Stifel Experience August 2012 - April 2014
Job Sales Manager at Singleton Corporation (Est. 1947)
Industry Machinery
Experience
Singleton Corporation (Est. 1947) June 2014 - Present
Stifel August 2012 - April 2014
Bank of America Merrill Lynch June 2010 - August 2012
Cicerone Capital September 2009 - June 2010
GBQ Capital LLC September 2006 - January 2009
Martinet Recchia June 2005 - September 2005
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Financial Analysis, LBO, Business Valuation, New Business Development, CPA, Accounting, Analysis, M&A experience, Divestitures, Capital Markets, Tax, DCF, Capital IQ, Microsoft Excel, Series 63, Series 79, Mergers & Acquisitions
Education
Ohio University 2002 — 2006
B.A., Accounting and Business Pre-Law
Singleton Corporation (Est. 1947) June 2014 - Present
Stifel August 2012 - April 2014
Bank of America Merrill Lynch June 2010 - August 2012
Cicerone Capital September 2009 - June 2010
GBQ Capital LLC September 2006 - January 2009
Martinet Recchia June 2005 - September 2005
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Financial Analysis, LBO, Business Valuation, New Business Development, CPA, Accounting, Analysis, M&A experience, Divestitures, Capital Markets, Tax, DCF, Capital IQ, Microsoft Excel, Series 63, Series 79, Mergers & Acquisitions
Education
Ohio University 2002 — 2006
B.A., Accounting and Business Pre-Law
Jeremy Duck Jeremy Duck's Stifel Experience August 2014 - Present
Job Senior Vice President/Investments Stifel Nicolaus
Industry Financial Services
Experience
Stifel August 2014 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Investment Strategies, IRAs, Retirement, Asset Allocation, Securities, Insurance, Investment Advisory, Uniform Combined State..., Finance, Banking, Financial Analysis, Financial Services
Education
Auburn University at Montgomery 1992 — 1994
Bachelor of Science (BS), Business Administration
Auburn University 1989 — 1992
Business Administration and Management, General
Stifel August 2014 - Present
Skills
Retirement Planning, Mutual Funds, Investments, Investment Strategies, IRAs, Retirement, Asset Allocation, Securities, Insurance, Investment Advisory, Uniform Combined State..., Finance, Banking, Financial Analysis, Financial Services
Education
Auburn University at Montgomery 1992 — 1994
Bachelor of Science (BS), Business Administration
Auburn University 1989 — 1992
Business Administration and Management, General
David Rudd David Rudd's Stifel Experience July 2005 - September 2009
Job Vice President at Northern Trust
Industry Banking
Experience
Northern Trust August 2013 - Present
Northern Trust April 2010 - August 2013
Stifel July 2005 - September 2009
Skills
Capital Markets, Financial Modeling, Mergers, Debt, Capital, Equities, Private Equity, Financial Analysis, Valuation, Investment Banking, Strategic Advisory, Corporate Finance, Banking, Excel, Bloomberg, Series 7, Process Improvement, Securities, Due Diligence, DCF, Private Placements, IPO, Basel II, Hedge Funds, Financial Markets, Series 63, Factset, Structured Finance, Economics, Capital Structure, Sell Side, Forecasting, Risk Management, Bonds, Derivatives, Bloomberg Terminal, M&A experience, Securitization, Cash Flow, Capital IQ, Finance, Fixed Income, Treasury Management, Treasury, Financial Institutions, Mergers & Acquisitions, Investment Management, Alternative Investments, Equity Research, Investments
Education
Indiana University Bloomington 2001 — 2005
Bachelor's degree, Applied Economics
Study Abroad, Institute for the International Education of Students 2004 — 2004
Study Abroad
Northern Trust August 2013 - Present
Northern Trust April 2010 - August 2013
Stifel July 2005 - September 2009
Skills
Capital Markets, Financial Modeling, Mergers, Debt, Capital, Equities, Private Equity, Financial Analysis, Valuation, Investment Banking, Strategic Advisory, Corporate Finance, Banking, Excel, Bloomberg, Series 7, Process Improvement, Securities, Due Diligence, DCF, Private Placements, IPO, Basel II, Hedge Funds, Financial Markets, Series 63, Factset, Structured Finance, Economics, Capital Structure, Sell Side, Forecasting, Risk Management, Bonds, Derivatives, Bloomberg Terminal, M&A experience, Securitization, Cash Flow, Capital IQ, Finance, Fixed Income, Treasury Management, Treasury, Financial Institutions, Mergers & Acquisitions, Investment Management, Alternative Investments, Equity Research, Investments
Education
Indiana University Bloomington 2001 — 2005
Bachelor's degree, Applied Economics
Study Abroad, Institute for the International Education of Students 2004 — 2004
Study Abroad
paulette bond's Stifel Experience June 2009 - Present
Job Sr. Vice President/Investments at Stifel
Industry Financial Services
Experience
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Stifel June 2009 - Present
Stifel Nicolaus 2009 - Present
Stifel Financial Corp. 2009 - Present
Wells Fargo / Wachovia 1999 - 2009
Skills
Municipal Bonds, Gold and precious..., Portfolio Management, Risk Management, Credit, Fixed Income, Mutual Funds, Securities
Education
Stautzenberger College-Maumee 1969 — 1972
Business
Genoa High School, Genoa, Ohio
University of Toledo
Yuee Wakabayashi Yuee Wakabayashi's Stifel Experience June 2012 - August 2014
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - July 2015
Stifel June 2012 - August 2014
Anvil Advisors June 2011 - June 2012
Citi Habitats January 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Analysis, Investment Banking, Corporate Finance, Finance, Entrepreneurship, Investments, Equities, Due Diligence, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
B.S., Finance, Accounting
University of Maryland College Park 2007 — 2008
Morgan Stanley August 2015 - Present
Morgan Stanley August 2014 - July 2015
Stifel June 2012 - August 2014
Anvil Advisors June 2011 - June 2012
Citi Habitats January 2009 - June 2010
Skills
Financial Modeling, Financial Analysis, Valuation, Analysis, Investment Banking, Corporate Finance, Finance, Entrepreneurship, Investments, Equities, Due Diligence, Private Equity
Education
New York University - Leonard N. Stern School of Business 2008 — 2011
B.S., Finance, Accounting
University of Maryland College Park 2007 — 2008
John Vigliotti John Vigliotti's Stifel Experience January 2015 - Present
Job Vice President, Investment Banking at Stifel
Industry Investment Banking
Experience
Stifel January 2015 - Present
Stifel July 2011 - December 2014
Stifel July 2008 - June 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Capital Markets
Education
University of Richmond 2004 — 2008
BSBA, Finance
The John Carroll School 2000 — 2004
Stifel January 2015 - Present
Stifel July 2011 - December 2014
Stifel July 2008 - June 2011
Skills
Financial Modeling, Investment Banking, Bloomberg, Valuation, Capital Markets
Education
University of Richmond 2004 — 2008
BSBA, Finance
The John Carroll School 2000 — 2004
Stephen Weiland Stephen Weiland's Stifel Experience February 2010 - February 2012
Job Experienced financial professional and investment banker
Industry Investment Banking
Experience
KPMG Corporate Finance LLC July 2012 - Present
Clean Energy Trust November 2010 - Present
Citizens for Clarendon Hills June 2014 - Present
Stifel February 2010 - February 2012
Invest Illinois Venture Fund 2012 - 2012
ThinkEquity December 2007 - February 2010
Merrill Lynch September 2005 - July 2007
Deloitte & Touche August 2001 - July 2003
Skills
Investment Banking, M&A, Equity Financing, Financial Analysis, Strategic Analysis, Corporate Finance, Corporate Development, Accounting, Cleantech, Alternative Energy, Growth Companies, Start-ups, Technology Evaluation, Business Plan Evaluation, Venture Capital, Private Equity, New Business Development, Business Relationship..., Teamwork, MBA, CPA, Mergers, Entrepreneurship, Mergers & Acquisitions, Equities, Investments, Analysis, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1997 — 2001
BS
KPMG Corporate Finance LLC July 2012 - Present
Clean Energy Trust November 2010 - Present
Citizens for Clarendon Hills June 2014 - Present
Stifel February 2010 - February 2012
Invest Illinois Venture Fund 2012 - 2012
ThinkEquity December 2007 - February 2010
Merrill Lynch September 2005 - July 2007
Deloitte & Touche August 2001 - July 2003
Skills
Investment Banking, M&A, Equity Financing, Financial Analysis, Strategic Analysis, Corporate Finance, Corporate Development, Accounting, Cleantech, Alternative Energy, Growth Companies, Start-ups, Technology Evaluation, Business Plan Evaluation, Venture Capital, Private Equity, New Business Development, Business Relationship..., Teamwork, MBA, CPA, Mergers, Entrepreneurship, Mergers & Acquisitions, Equities, Investments, Analysis, Strategic Partnerships
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA
University of Illinois at Urbana-Champaign 1997 — 2001
BS
Daniel Tillman Daniel Tillman's Stifel Experience November 2014 - Present
Job Business Analyst II at Stifel
Industry Information Technology and Services
Experience
Stifel November 2014 - Present
Tillman Computer Services January 2001 - Present
Ainad Shriners October 2007 - February 2008
Millers First Insurance Company July 1995 - December 2000
Long Term Computer Systems March 1994 - April 1995
American Leader Computers April 1991 - February 1994
American Power Jet March 1990 - April 1991
Tillman Computers June 1987 - March 1990
Cerro Copper June 1985 - June 1987
United States Army August 1979 - August 1982
Skills
HTML, HTML5, CSS, CSS3, ASP, PHP, JavaScript, VBScript, IIS, Databases, SQL (Oracle and MS), MySQL, Visual Basic, VB.NET, Foxpro 2.6, Visual FoxPro, MS Access Programming, VBA, Accounting for Small..., Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Control, Inventory Management, Counter Sales, Customer Relations, Vendor Relations, Merchandising, Office Management, Office Equipment, Computer Hardware, Computer Networking, Operating Systems, Windows Server, Troubleshooting, Computer Hardware..., Internet Troubleshooting, Software Troubleshooting
Education
Southwestern Illinois College 2013 — 2013
Associate of Applied Science (Not yet completed), Web Development and Administration
Belleville Area College (Now SWIC) 1983 — 1985
Associate of Applied Science, Data Processing Technology
Stifel November 2014 - Present
Tillman Computer Services January 2001 - Present
Ainad Shriners October 2007 - February 2008
Millers First Insurance Company July 1995 - December 2000
Long Term Computer Systems March 1994 - April 1995
American Leader Computers April 1991 - February 1994
American Power Jet March 1990 - April 1991
Tillman Computers June 1987 - March 1990
Cerro Copper June 1985 - June 1987
United States Army August 1979 - August 1982
Skills
HTML, HTML5, CSS, CSS3, ASP, PHP, JavaScript, VBScript, IIS, Databases, SQL (Oracle and MS), MySQL, Visual Basic, VB.NET, Foxpro 2.6, Visual FoxPro, MS Access Programming, VBA, Accounting for Small..., Microsoft Office, Microsoft Excel, Microsoft Word, Inventory Control, Inventory Management, Counter Sales, Customer Relations, Vendor Relations, Merchandising, Office Management, Office Equipment, Computer Hardware, Computer Networking, Operating Systems, Windows Server, Troubleshooting, Computer Hardware..., Internet Troubleshooting, Software Troubleshooting
Education
Southwestern Illinois College 2013 — 2013
Associate of Applied Science (Not yet completed), Web Development and Administration
Belleville Area College (Now SWIC) 1983 — 1985
Associate of Applied Science, Data Processing Technology
Jack Grover's Stifel Experience November 2013 - Present
Job Private Client Group at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel November 2013 - Present
Merrill Lynch February 2013 - November 2013
Edward Jones August 2011 - February 2013
Skills
Customer Service, Insurance, Customer Relations, Financial Advisory, Financial Risk..., Strategic Financial..., Estate Planning, Wealth Management, College Education..., Tax Advisory, Finance, Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Financial Services, Asset Management, Alternative Investments, 401k, Risk Management, IRAs, Personal Financial..., Business Planning, 401k Rollovers, Financial Planners, Hedge Funds, Valuation, Financial Planning
Education
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Sports Management
Stifel November 2013 - Present
Merrill Lynch February 2013 - November 2013
Edward Jones August 2011 - February 2013
Skills
Customer Service, Insurance, Customer Relations, Financial Advisory, Financial Risk..., Strategic Financial..., Estate Planning, Wealth Management, College Education..., Tax Advisory, Finance, Portfolio Management, Investments, Investment Strategies, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Financial Services, Asset Management, Alternative Investments, 401k, Risk Management, IRAs, Personal Financial..., Business Planning, 401k Rollovers, Financial Planners, Hedge Funds, Valuation, Financial Planning
Education
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
Fontbonne University 2004 — 2009
Bachelor of Science (B.S.), Sports Management
Daniel Cheng Daniel Cheng's Stifel Experience February 2011 - November 2013
Job Equity Research Analyst at Sands Capital Management
Industry Investment Management
Experience
Sands Capital Management December 2013 - Present
Stifel February 2011 - November 2013
Johnson & Johnson 2009 - January 2011
Analysis Group, Inc. 2004 - 2007
Skills
Financial Modeling, Valuation, Economics, Corporate Development, Venture Capital, Equity Research, Analysis, Private Equity, Emerging Markets, Mergers, Strategic Planning, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S. with honors
University of Pennsylvania - The Wharton School
MBA
Sands Capital Management December 2013 - Present
Stifel February 2011 - November 2013
Johnson & Johnson 2009 - January 2011
Analysis Group, Inc. 2004 - 2007
Skills
Financial Modeling, Valuation, Economics, Corporate Development, Venture Capital, Equity Research, Analysis, Private Equity, Emerging Markets, Mergers, Strategic Planning, Cross-functional Team...
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S. with honors
University of Pennsylvania - The Wharton School
MBA
David Gagliardi David Gagliardi's Stifel Experience May 2013 - June 2015
Job Associate at Fort Point Capital
Industry Venture Capital & Private Equity
Experience
Fort Point Capital August 2015 - Present
Stifel May 2013 - June 2015
Davenport & Company June 2010 - April 2013
Southeast Apartment Partners September 2009 - April 2010
Federal Reserve Bank of Richmond May 2009 - July 2009
UNC Kenan-Flagler Executive Development September 2008 - May 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Valuation, Investments, Finance, Data Analysis, Fixed Income, Due Diligence, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
B.S., Business Administration (Finance)
Fort Point Capital August 2015 - Present
Stifel May 2013 - June 2015
Davenport & Company June 2010 - April 2013
Southeast Apartment Partners September 2009 - April 2010
Federal Reserve Bank of Richmond May 2009 - July 2009
UNC Kenan-Flagler Executive Development September 2008 - May 2009
Skills
Private Equity, Investment Banking, Financial Modeling, Mergers & Acquisitions, Valuation, Investments, Finance, Data Analysis, Fixed Income, Due Diligence, Financial Analysis
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2010
B.S., Business Administration (Finance)
Katie Brummet Katie Brummet's Stifel Experience April 2015 - Present
Job Sales Assistant
Industry Financial Services
Experience
Stifel April 2015 - Present
Stifel Nicolaus March 2014 - April 2015
Flat Branch Home Loans January 2013 - January 2014
AT&T September 2012 - January 2013
Landmark Bank August 2010 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Banking, Outlook, Photoshop, Finance, Sales, Team Leadership, Fundraising, Project Planning, Loans, Loan Processing, Auditing, Teamwork, Team Building, Interior Design, Customer Retention, 10 Key, Organization, SketchUp, Mortgage Lending, Sales Management, Time Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Architecture emphasis in Interior Design
Stifel April 2015 - Present
Stifel Nicolaus March 2014 - April 2015
Flat Branch Home Loans January 2013 - January 2014
AT&T September 2012 - January 2013
Landmark Bank August 2010 - September 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Banking, Outlook, Photoshop, Finance, Sales, Team Leadership, Fundraising, Project Planning, Loans, Loan Processing, Auditing, Teamwork, Team Building, Interior Design, Customer Retention, 10 Key, Organization, SketchUp, Mortgage Lending, Sales Management, Time Management
Education
University of Missouri-Columbia 2008 — 2012
Bachelor of Science (B.S.), Architecture emphasis in Interior Design
Dondra Mueth Dondra Mueth's Stifel Experience October 1989 - January 2001
Job Compliance Officer at FFSBM
Industry Financial Services
Experience
FFSBM August 2012 - Present
Smith Barney January 2001 - February 2005
Stifel October 1989 - January 2001
Skills
Series 7, Equities, Portfolio Management, Series 63, Banking, Capital Markets, Asset Allocation, Fixed Income, Investment Banking, Bloomberg, Asset Management, Derivatives, Valuation, Vendor Management, OFAC Officer, Compliance Officer, Wealth Management, Securities, Finance, Financial Services, Risk Management, FINRA
Education
Kaskaskia College 2011 — 2013
Associate's Degree, Accounting, 4.0
Wesclin 1984 — 1988
FFSBM August 2012 - Present
Smith Barney January 2001 - February 2005
Stifel October 1989 - January 2001
Skills
Series 7, Equities, Portfolio Management, Series 63, Banking, Capital Markets, Asset Allocation, Fixed Income, Investment Banking, Bloomberg, Asset Management, Derivatives, Valuation, Vendor Management, OFAC Officer, Compliance Officer, Wealth Management, Securities, Finance, Financial Services, Risk Management, FINRA
Education
Kaskaskia College 2011 — 2013
Associate's Degree, Accounting, 4.0
Wesclin 1984 — 1988
Gordon Reynolds's Stifel Experience October 2007 - Present
Job Managing Director of Investment Banking at Stifel
Industry Investment Banking
Experience
Stifel October 2007 - Present
Ocean Atlantic Associates October 2006 - October 2007
PNC Realty Investors March 2005 - November 2006
UCH November 2000 - September 2004
Skills
Mergers, Valuation, Private Placements, Due Diligence, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MS, Real Estate
The University of Montana 1996 — 2000
Bachelor of Arts (B.A.)
Stifel October 2007 - Present
Ocean Atlantic Associates October 2006 - October 2007
PNC Realty Investors March 2005 - November 2006
UCH November 2000 - September 2004
Skills
Mergers, Valuation, Private Placements, Due Diligence, Financial Modeling
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MS, Real Estate
The University of Montana 1996 — 2000
Bachelor of Arts (B.A.)
Chris Lappas's Stifel Experience July 2015 - Present
Job Senior Vice President Stifel
Industry Financial Services
Experience
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
STIFEL July 2015 - Present
Sterne Agee October 2013 - June 2015
Snowden Capital Advisors March 2012 - October 2013
Merrill Lynch March 2007 - January 2012
Prudential Securities/Wachovia/Wells Advisors January 1999 - May 2007
Citi March 1991 - December 1998
Skills
Series 7, Wealth Management, Equities, Investments, Series 63, Investment Management, Bonds, Asset Allocation, Alternative Investments, Securities, Fixed Income, Mutual Funds, Investment Advisory, FINRA, Asset Management, Investment Strategies
Education
The University of Connecticut School of Business 1999 — 2001
MBA, Finance, General
Paul Westra Paul Westra's Stifel Experience June 2013 - Present
Job Senior Research Analyst at Stifel
Industry Restaurants
Experience
Stifel Financial Corp. June 2013 - Present
Stifel June 2013 - Present
Education
Duke University - The Fuqua School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Strategy
Stifel Financial Corp. June 2013 - Present
Stifel June 2013 - Present
Education
Duke University - The Fuqua School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Strategy
Evan Wang's Stifel Experience July 2010 - Present
Job
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners August 2007 - July 2010
Piper Jaffray April 2006 - August 2007
Fulcrum Research 2006 - 2006
iPhenom Corporation June 1999 - June 2002
IC Media Corporation February 1998 - June 1999
NeoParadigm Labs 1997 - 1998
Sony Corporation 1995 - 1997
Silicon Graphics 1994 - 1995
8x8, Inc. 1992 - 1994
Skills
Semiconductors, Equity Research, Financial Modeling, Valuation, Marketing, Equities, Research, Due Diligence, Alternative Investments, Project Management
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Certificate of Advanced Accounting Proficiency
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Massachusetts Institute of Technology 1982 — 1990
BS, MS, EE
Stifel July 2010 - Present
Thomas Weisel Partners August 2007 - July 2010
Piper Jaffray April 2006 - August 2007
Fulcrum Research 2006 - 2006
iPhenom Corporation June 1999 - June 2002
IC Media Corporation February 1998 - June 1999
NeoParadigm Labs 1997 - 1998
Sony Corporation 1995 - 1997
Silicon Graphics 1994 - 1995
8x8, Inc. 1992 - 1994
Skills
Semiconductors, Equity Research, Financial Modeling, Valuation, Marketing, Equities, Research, Due Diligence, Alternative Investments, Project Management
Education
Santa Clara University - Leavey School of Business 2013 — 2014
Certificate of Advanced Accounting Proficiency
University of California, Berkeley, Haas School of Business 1995 — 1997
MBA
Massachusetts Institute of Technology 1982 — 1990
BS, MS, EE
Ron Elimelekh's Stifel Experience March 2010 - January 2014
Job Senior Director of Legal Affairs Capital Markets at OnDeck
Industry Financial Services
Experience
OnDeck January 2014 - Present
Stifel March 2010 - January 2014
FSI Capital January 2010 - January 2014
FSI Capital July 2007 - January 2010
Weil, Gotshal & Manges LLP September 2004 - June 2007
Skills
Securities Regulation, Securities, Mergers & Acquisitions, Hedge Funds, Private Equity, Capital Markets, Corporate Finance, Finance
Education
New York University School of Law 2001 — 2004
Juris Doctorate
Binghamton University
OnDeck January 2014 - Present
Stifel March 2010 - January 2014
FSI Capital January 2010 - January 2014
FSI Capital July 2007 - January 2010
Weil, Gotshal & Manges LLP September 2004 - June 2007
Skills
Securities Regulation, Securities, Mergers & Acquisitions, Hedge Funds, Private Equity, Capital Markets, Corporate Finance, Finance
Education
New York University School of Law 2001 — 2004
Juris Doctorate
Binghamton University
Joseph Corso's Stifel Experience February 2015 - Present
Job Managing Director, Investment Banking at Stifel
Industry Investment Banking
Experience
Stifel February 2015 - Present
Stifel February 2012 - Present
Education
Swarthmore College 1998 — 2002
Bachelor of Arts, Economics
Paramus High School 1994 — 1998
Stifel February 2015 - Present
Stifel February 2012 - Present
Education
Swarthmore College 1998 — 2002
Bachelor of Arts, Economics
Paramus High School 1994 — 1998
Mark Secrest's Stifel Experience September 2010 - Present
Job Managing Director at Stifel
Industry Investment Banking
Experience
Stifel September 2010 - Present
Cowen and Company April 1998 - September 2010
UBS Investment Bank 1995 - 1998
Kidder Peabody 1989 - 1994
Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups
Education
Stanford University 1982 — 1986
AB, Economics
Stifel September 2010 - Present
Cowen and Company April 1998 - September 2010
UBS Investment Bank 1995 - 1998
Kidder Peabody 1989 - 1994
Skills
Mergers & Acquisitions, Financial Advisory, Corporate Finance, IPO, Management, Private Equity, Valuation, Due Diligence, Corporate Development, Investment Banking, Venture Capital, Mergers, Investments, Financial Modeling, M&A experience, Medical Devices, Investor Relations, Emerging Markets, Restructuring, Portfolio Management, Start-ups
Education
Stanford University 1982 — 1986
AB, Economics
Mike Tung's Stifel Experience June 2014 - August 2014
Job CSS Investments, LLC
Industry Investment Management
Experience
Stifel June 2014 - August 2014
Belvedere Trading, LLC August 2008 - May 2014
Skills
Derivatives, Portfolio Management, Trading, Options, Equities, Proprietary Trading, Investments, Fixed Income, Capital Markets, Financial Modeling, Risk Management, Market Making, Valuation, Financial Services, Securities, Fundamental Analysis, Bloomberg
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Southern California
B.S., Business Administration; Minor: Natural Sciences
Stifel June 2014 - August 2014
Belvedere Trading, LLC August 2008 - May 2014
Skills
Derivatives, Portfolio Management, Trading, Options, Equities, Proprietary Trading, Investments, Fixed Income, Capital Markets, Financial Modeling, Risk Management, Market Making, Valuation, Financial Services, Securities, Fundamental Analysis, Bloomberg
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.)
University of Southern California
B.S., Business Administration; Minor: Natural Sciences
Michael Alessi, CFA's Stifel Experience 2011 - Present
Job Investment Banking
Industry Investment Banking
Experience
Stifel 2011 - Present
Constellation Energy 2007 - 2011
Skills
Valuation, Due Diligence, Hedge Funds, Derivatives, Financial Analysis, Financial Modeling, Corporate Development, Investment Banking, Corporate Finance, Capital Markets, Equities, Equity Research, Portfolio Management, Asset Management, Investments, Finance, Trading, Mergers & Acquisitions, Venture Capital, Fixed Income
Education
University of Maryland College Park
MBA, Finance
Washington and Lee University
BA, Chemistry
Stifel 2011 - Present
Constellation Energy 2007 - 2011
Skills
Valuation, Due Diligence, Hedge Funds, Derivatives, Financial Analysis, Financial Modeling, Corporate Development, Investment Banking, Corporate Finance, Capital Markets, Equities, Equity Research, Portfolio Management, Asset Management, Investments, Finance, Trading, Mergers & Acquisitions, Venture Capital, Fixed Income
Education
University of Maryland College Park
MBA, Finance
Washington and Lee University
BA, Chemistry
Martin Ghafoori's Stifel Experience June 2008 - Present
Job Director at Stifel
Industry Investment Banking
Experience
Stifel June 2008 - Present
A.G. Edwards & Sons, Inc. August 2005 - June 2008
Skills
Investments, Fixed Income, Bonds, Series 7, Capital Markets, Investment Banking, Alternative Investments, Securities, FINRA, Series 63, Financial Analysis, Financial Modeling, Finance, Due Diligence
Education
Lindenwood University
MBA, Finance
St. Louis University
B.S.B.A, Finance
Stifel June 2008 - Present
A.G. Edwards & Sons, Inc. August 2005 - June 2008
Skills
Investments, Fixed Income, Bonds, Series 7, Capital Markets, Investment Banking, Alternative Investments, Securities, FINRA, Series 63, Financial Analysis, Financial Modeling, Finance, Due Diligence
Education
Lindenwood University
MBA, Finance
St. Louis University
B.S.B.A, Finance
Bill McLeod's Stifel Experience July 2010 - Present
Job CoHead of Equity Capital Markets at Stifel
Industry Investment Banking
Experience
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Stifel July 2010 - Present
Thomas Weisel Partners January 2004 - August 2010
Banc of America Securities May 1999 - June 2003
JP Morgan August 1992 - May 1999
Eppler, Guerin & Turner 1988 - 1990
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance
Southern Methodist University 1984 — 1988
BBA, Finance and Economics
Sherril Morse's Stifel Experience September 2008 - April 2015
Job Financial Advisor at Morse Financial Services
Industry Financial Services
Experience
Morse Financial Services April 2015 - Present
Stifel September 2008 - April 2015
Smith Barney October 2007 - September 2008
A.G. Edwards February 1998 - October 2007
PaineWebber December 1995 - February 1998
Skills
Asset Allocation, Finance, Strategic Planning, Sales, Mutual Funds, Fixed Income, Marketing, Small Business, Bonds, Marketing Strategy, Investments, Retirement, Event Planning, Wealth Management, Retirement Planning, Women Owned Business, women's finances
Education
Charter Oak State College
Psychology and Business
Morse Financial Services April 2015 - Present
Stifel September 2008 - April 2015
Smith Barney October 2007 - September 2008
A.G. Edwards February 1998 - October 2007
PaineWebber December 1995 - February 1998
Skills
Asset Allocation, Finance, Strategic Planning, Sales, Mutual Funds, Fixed Income, Marketing, Small Business, Bonds, Marketing Strategy, Investments, Retirement, Event Planning, Wealth Management, Retirement Planning, Women Owned Business, women's finances
Education
Charter Oak State College
Psychology and Business
Michael Guarino's Stifel Experience July 2010 - July 2013
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
HealthCare Royalty Partners July 2013 - July 2015
Stifel July 2010 - July 2013
The National Institutes of Health June 2007 - August 2007
Johns Hopkins University August 2006 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Bloomberg, Capital Markets, Due Diligence, Corporate Finance, Structured Finance
Education
The Johns Hopkins University 2004 — 2008
B.A, Biophysics
Stony Brook University Health Sciences Center School of Medicine
M.S, Physiology & Biophysics
Goldman Sachs July 2015 - Present
HealthCare Royalty Partners July 2013 - July 2015
Stifel July 2010 - July 2013
The National Institutes of Health June 2007 - August 2007
Johns Hopkins University August 2006 - August 2007
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Bloomberg, Capital Markets, Due Diligence, Corporate Finance, Structured Finance
Education
The Johns Hopkins University 2004 — 2008
B.A, Biophysics
Stony Brook University Health Sciences Center School of Medicine
M.S, Physiology & Biophysics
Joe Quatrochi's Stifel Experience June 2011 - Present
Job Associate Equity Research Analyst (IT Hardware) Stifel
Industry Investment Banking
Experience
Stifel June 2011 - Present
Mizzou Investment Fund January 2011 - May 2011
State Street Corporation June 2010 - August 2010
Skills
Financial Analysis, Equities, Valuation, Financial Modeling, Investments
Education
University of Missouri-Columbia 2008 — 2011
Bachelor of Science, Business Administration; Finance and Investment Banking
Stifel June 2011 - Present
Mizzou Investment Fund January 2011 - May 2011
State Street Corporation June 2010 - August 2010
Skills
Financial Analysis, Equities, Valuation, Financial Modeling, Investments
Education
University of Missouri-Columbia 2008 — 2011
Bachelor of Science, Business Administration; Finance and Investment Banking
Robert Barna's Stifel Experience April 2014 - Present
Job Managing Director, Stifel
Industry Investment Banking
Experience
Stifel April 2014 - Present
De La Rosa & Co. May 2009 - April 2014
Citi March 2003 - May 2009
RBC Capital Markets June 1993 - March 2003
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, Accounting, Public-Non Profit Management
University of California, Berkeley 1983 — 1987
B.A., Economics
Stifel April 2014 - Present
De La Rosa & Co. May 2009 - April 2014
Citi March 2003 - May 2009
RBC Capital Markets June 1993 - March 2003
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance, Accounting, Public-Non Profit Management
University of California, Berkeley 1983 — 1987
B.A., Economics
Barry Gottfried's Stifel Experience August 2015 - Present
Job Investment Banker
Industry Investment Banking
Experience
Stifel August 2015 - Present
Wells Fargo June 2012 - August 2015
Barclays Capital September 2008 - June 2012
Lehman Brothers February 1999 - September 2008
Goldman Sachs July 1979 - February 1999
Skills
Fixed Income, Capital Markets, Structured Finance, Financial Structuring, Investment Banking, Bonds, Valuation, Derivatives, Structured Products, Interest Rate..., Securities, Financial Modeling, Bloomberg
Education
New York University School of Graduate Business Administration 1982 — 1986
Master of Business Administration (MBA), Finance
Wharton School, University of Pennsylvania 1975 — 1979
B.S.Econ., Finance
Stifel August 2015 - Present
Wells Fargo June 2012 - August 2015
Barclays Capital September 2008 - June 2012
Lehman Brothers February 1999 - September 2008
Goldman Sachs July 1979 - February 1999
Skills
Fixed Income, Capital Markets, Structured Finance, Financial Structuring, Investment Banking, Bonds, Valuation, Derivatives, Structured Products, Interest Rate..., Securities, Financial Modeling, Bloomberg
Education
New York University School of Graduate Business Administration 1982 — 1986
Master of Business Administration (MBA), Finance
Wharton School, University of Pennsylvania 1975 — 1979
B.S.Econ., Finance
Jeffrey Lu's Stifel Experience June 2013 - August 2013
Job Investment Banking Analyst at Barclays
Industry Investment Banking
Experience
Barclays June 2015 - Present
Underdog.io April 2015 - June 2015
Shikiar Asset Management January 2015 - May 2015
U.S. Department of State October 2014 - April 2015
Anthos Capital October 2014 - December 2014
Evercore March 2014 - May 2014
Technology Crossover Ventures December 2013 - March 2014
Tinypass October 2013 - December 2013
Stifel June 2013 - August 2013
Portland House October 2012 - May 2013
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Arts (BA), Financial Economics
State University of New York at Binghamton 2011 — 2012
Bachelor of Science (BS), Accounting, Concentration in Financial Engineering
Vestal High School 2007 — 2011
Barclays June 2015 - Present
Underdog.io April 2015 - June 2015
Shikiar Asset Management January 2015 - May 2015
U.S. Department of State October 2014 - April 2015
Anthos Capital October 2014 - December 2014
Evercore March 2014 - May 2014
Technology Crossover Ventures December 2013 - March 2014
Tinypass October 2013 - December 2013
Stifel June 2013 - August 2013
Portland House October 2012 - May 2013
Education
Columbia University in the City of New York 2012 — 2015
Bachelor of Arts (BA), Financial Economics
State University of New York at Binghamton 2011 — 2012
Bachelor of Science (BS), Accounting, Concentration in Financial Engineering
Vestal High School 2007 — 2011
Ellen Haber's Stifel Experience August 2007 - Present
Job Vice President Taxable Fixed Income Trading at Stifel Nicolaus
Industry Financial Services
Experience
Stifel August 2007 - Present
Ryan Beck & Co. May 2002 - May 2007
Gruntal & Co August 2000 - May 2002
Skills
Bloomberg, Fixed Income, Bonds, Series 7, Series 63
Education
Binghamton University 1996 — 2000
Bachelor's degree, Economics
Stifel August 2007 - Present
Ryan Beck & Co. May 2002 - May 2007
Gruntal & Co August 2000 - May 2002
Skills
Bloomberg, Fixed Income, Bonds, Series 7, Series 63
Education
Binghamton University 1996 — 2000
Bachelor's degree, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS