A. G. Edwards

Industry: Financial services company

Description

A.G. Edwards, Inc. was an American financial services holding company; its principal wholly owned subsidiary was A.G. Edwards & Sons, Inc., which operated as a full-service securities broker-dealer in the United States and Europe. Headquarters: St. Louis, MO Successor: Wells Fargo Advisors (through Wachovia Securities) Founder: Albert Gallatin Edwards Founded: 1887 Ceased operations: 2007 Parent organization: Wachovia

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A. G. Edwards Employees

Employee
Years
Job
Industry
Cliff Bryan Cliff Bryan Chesterton, Indiana Details
Cliff Bryan's A. G. Edwards Experience 1994 - 2005
Job Senior Vice President Investment Officer at Wells Fargo Advisors / clifford.bryan@wellsfargoadvisors.com
Industry Financial Services
Experience
Wells Fargo Advisors  2009 - Present
Morgan Stanley  2005 - 2009
A. G. Edwards   1994 - 2005

Education
Valparaiso University   1982 — 1984
College of Law

Valparaiso University   1978 — 1982
Bachelor of Arts (B.A.), Political Science and Government

Indiana University Bloomington   1985 — 1987
Master of Science in Business Administration (M. S.B.A.)

Vicky Nierenhausen Vicky Nierenhausen Anoka, Minnesota Details
Vicky Nierenhausen's A. G. Edwards Experience June 1994 - June 1996
Job Personal Trust Associate at Private Client Reserve at U.S. Bank
Industry Banking
Experience
Private Client Reserve at U.S. Bank   July 2006 - Present
U.S. Bank PCR   2006 - Present
Piper Jaffray  June 1996 - June 2006
A G Edwards  June 1994 - June 1996

Skills
Microsoft Office, Microsoft Excel, Retail Banking, Microsoft Word, Personal Trust, Investments, Financial Services, Asset Allocation, Asset Management, Wealth Management..., Wealth Management, High Net Worth..., Estate Planning, Investment Management, Trust Services, Series 7, Securities, Series 63, Private Banking, Mutual Funds, Strategic Financial...

Education
Winona State University   1986 — 1989
Diploma, Legal Assistant/Paralegal

North Hennepin Community College   1980 — 1981
Dipolma, Banking Occupations

Paul Nicholls Jr. Paul Nicholls Jr. Greater Boston Area Details
Paul Nicholls Jr.'s A. G. Edwards Experience 2000 - 2005
Job Mass Mutual Southern New England, Head Lacrosse Coach Plymouth North High School Member Vet Net Plymouth
Industry Financial Services
Experience
Mass Mutual Southern New England   July 2013 - Present
Vet Net Plymouth  October 2012 - Present
Investment Professionals, Inc.   2011 - 2012
Plymouth North High School  2010 - 2012
cco investments  January 2005 - March 2011
A. G. Edwards   2000 - 2005
Morgan Stanley  1996 - 2000
Marshfield High School  1993 - 1996

Skills
Asset Managment, Business Development, Customer Service, Investment Advisory, Income Protection, Lacrosse, Asset Management, Employee Benefits, Leadership, Coaching, Public Speaking, Analysis, Investments, Wealth Management, Team Building, Finance, Mutual Funds, Financial Advisory, Retirement, Financial Services, Financial Analysis, Risk Management, Entrepreneurship, Small Business, Budgets, Recruiting, Access, Strategic Planning, Sales, Management, Leadership Development, Insurance, Estate Planning, Strategic Financial..., Business Planning, 401k, Training, Strategy, Fundraising, Marketing, Portfolio Management, Start-ups, Asset Allocation, Fixed Annuities, Banking, Series 7, Retirement Planning, Event Planning, Nonprofits, New Business Development

Education
Nichols College   1980 — 1984
BS, Public Administration

Suzanne D. Marsh Suzanne D. Marsh Tampa/St. Petersburg, Florida Area Details
Suzanne D. Marsh's A. G. Edwards Experience December 2004 - August 2006
Job Registered Investment Advisor/President of Marsh Asset Management, LLC/Independent Brand Partner at Nerium International
Industry Financial Services
Experience
Nerium International  April 2014 - Present
Marsh Asset Managemant, LLC   August 2009 - Present
Marsh Asset Management LLC/WFG Investments Broker Dealer   August 2006 - July 2007
A. G. Edwards   December 2004 - August 2006
Raymond James Financial Inc.  August 2001 - December 2004

Skills
Investment Advisory, Investment Strategies, Technical Analysis, Portfolio Management, Money Management, Invvestment Risk..., Self-Directed Brokerage..., Equities, Wealth Management, Asset Allocation, Strategic Financial..., Retirement Planning, Asset Management, Investments, Finance, Financial Planning

Education
Florida State University
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

St. Mary's College

Steve Hakim Steve Hakim Greater New York City Area Details
Steve Hakim's A. G. Edwards Experience 1900 - 1994
Job Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  October 1994 - Present
A G Edwards  1900 - 1994

Skills
Retirement, Asset Allocation, Series 63, Investments, Financial Analysis, Asset Management, Series 65, Insurance, Financial Reporting, Strategic Planning, Small Business, Accounting, Real Estate

Education
Ithaca College   1982 — 1985
Bachelor of Science (B.S.), Finance and Financial Management Services

Jed Wuellner Jed Wuellner Greater St. Louis Area Details
Jed Wuellner's A. G. Edwards Experience October 1992 - August 2005
Job Senior Program/Project Manager @ Ameren via Technology Partners
Industry Information Technology and Services
Experience
Technology Partners  January 2015 - Present
Technology Partners, Inc FBO Express Scripts   September 2012 - November 2014
Fulcrum Consulting  January 2010 - September 2012
Bunker Hill Community School District   February 2009 - January 2010
Wachovia Securities  October 2007 - July 2008
A.G. Edwards & Sons, Inc.   August 2005 - October 2007
A. G. Edwards   October 1992 - August 2005

Skills
Training Delivery, Software Training, Trading, Fixed Income, Financial Analysis, Business Analysis, Risk Management, Strategic Planning, Access, Team Building, SQL, Investments, Visio, Asset Management, Compliance, Excel, Microsoft Office, MS Project, Program Management, Vendor Management, Change Management, Requirements Analysis, Process Improvement, Business Strategy, Word, Business Intelligence, Budgeting, Securities, Team Leadership, Mentoring, Credit Risk, Financial Modeling, Negotiation, Vendor Relations, PowerPoint, Contract Negotiation, Analysis, Bloomberg, Capital Markets, SDLC, Business Process..., Risk, Management Consulting, Data Analysis, Corporate Finance, Team Management, IT Management, SharePoint, IT Strategy, Project Management

Education
Southern Illinois University, Edwardsville   1989 — 1992
Bachelor of Science, Economics

Southern Illinois University, Edwardsville   1989 — 1992
bachelor of science - economics, Economics

Barry Sobel Barry Sobel Atlanta, Georgia Details
Barry Sobel's A. G. Edwards Experience May 1989 - 2005
Job Managing Director Asset and Wealth Management at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  2005 - Present
A. G. Edwards   May 1989 - 2005

Skills
Wealth Management, Entrepreneurship, Financial Markets, Bonds, Strategy, Finance, Investments, Financial Advisory, Financial Reporting, Mergers & Acquisitions, Retirement, Asset Management, Due Diligence, Alternative Investments, Economics, Venture Capital, Management, Private Equity, Hedge Funds, Emerging Markets, Structured Finance, Securities, Investment Management, Asset Allocation, Business Valuation, Private Placements, Corporate Development, Investment Strategies, Trading, Investment Advisory, Leveraged Finance, M&A experience, Wealth Management...

Education
University of Alabama   1984 — 1988
International Finance

Susie L. Light Susie L. Light Webster, New York Details
Susie L. Light's A. G. Edwards Experience September 1999 - October 2002
Job Financial Services Representative, Senior Financial Planner at MetLife Premier Client Group of Upstate New York
Industry Financial Services
Experience
MetLife Premier Client Group of Upstate New York, an office of MetLife  June 2014 - Present
Commonwealth Financial Group  September 2012 - June 2014
Brighton Securities  October 2009 - September 2012
Lincoln Financial  February 2005 - October 2009
Edward Jones  October 2002 - February 2005
A. G. Edwards   September 1999 - October 2002
Eastman Kodak  May 1988 - September 1999

Education
Rochester Institute of Technology   1984 — 1988
BS, Package Engineering, 3.9 FINAL GPA

James Range James Range Imperial, Missouri Details
James Range's A. G. Edwards Experience July 1988 - April 2004
Job Program Manager at Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts  February 2014 - Present
US Combat Sports   January 2012 - Present
Signature Consultants  July 2012 - February 2014
Lumeris  March 2009 - July 2012
Application Engineering Group  August 2006 - December 2008
Anheuser-Busch  August 2006 - December 2008
HSBC  January 2005 - August 2006
Kanbay Incorporated   April 2004 - August 2006
A. G. Edwards   July 1988 - April 2004

Skills
Business Intelligence, Software Project..., Data Warehousing, Strategic Planning, Business Process..., Management, Business Process, MS Project, Integration, IT Strategy, Access, Systems Analysis, IT Management, Management Consulting, Analysis, Project Portfolio..., PMO, Resource Management, Product Management, Business Strategy, Information Technology, Business Development, Disaster Recovery, Quality Assurance, Team Building, Agile Methodologies, Team Leadership, Enterprise Architecture, Data Center, Software Documentation, Consulting, Cross-functional Team..., PMP, Leadership, Governance, Project Planning, Business Requirements, Enterprise Software, Agile Project Management, Project Delivery, Team Management

Education
Fontbonne University   1995 — 1997
MBA

Southern Illinois University, Edwardsville   1984 — 1988
BA

St. Louis Community College

Woodie Laverack Woodie Laverack Holderness, New Hampshire Details
Woodie Laverack's A. G. Edwards Experience 1996 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
A G Edwards  1996 - 2009

Education
Boston University

Fessenden Brooks Boston University

Tim Milford Tim Milford Wichita, Kansas Area Details
Tim Milford's A. G. Edwards Experience 2005 - June 2008
Job Owner/CEO, Flint Hills Financial LLC, LPL Financial
Industry Financial Services
Experience
DBA Flint Hills Financial LLC at LPL Financial   July 2009 - Present
A. G. Edwards   2005 - June 2008
Morgan Stanley Dean Witter  May 2000 - August 2005

Skills
Estate Planning, CERTIFIED FINANCIAL..., Tax-Advantaged Investing, Strategic Asset..., Retirement Planning, Financial Planning, Finance, Financial Services, Securities, 401k, Team Building, Management, Life Insurance, Strategic Planning

Education
Friends University   1993 — 1994
BS, Business

Kansas State University   1983 — 1987
Economics

Kingman

Paul Bedinger Paul Bedinger Nashua, New Hampshire Details
Paul Bedinger's A. G. Edwards Experience April 1999 - January 2008
Job Financial Advisor
Industry Financial Services
Experience
Cantella & Co., Inc.   January 2010 - Present
Wells Fargo Advisors  January 2008 - January 2010
A. G. Edwards   April 1999 - January 2008
Tucker Anthony  June 1994 - April 1999
Invest Financial  January 1992 - June 1994
First Investors  December 1980 - January 1992

Skills
Retirement Planning, College Savings Plans, Asset Allocation, Multiple Streams of..., Tax Reduction, Estate Planning, Alternative Investments, Income for Life, Market Research, Listener, Financial Services

Education
University of Massachusetts Dartmouth   1976 — 1980
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Anthony (Tony) Cisek Anthony (Tony) Cisek West Palm Beach, Florida Area Details
Anthony (Tony) Cisek's A. G. Edwards Experience March 2003 - February 2007
Job Artist, Consulting Professional & Business Owner
Industry Financial Services
Experience
Self Employed  December 2010 - Present
Cisek Art   January 1997 - Present
JW Cole Financial, Inc.   2008 - 2010
Northwood University, WPB   August 2007 - May 2008
A G Edwards  March 2003 - February 2007

Skills
Management, Finance, Consulting, Art, Business, Small Business, Surfing, Leadership, Sales, Entrepreneurship, Team Building, Advertising, Marketing Strategy, Public Speaking, Business Development, Public Relations, Marketing, Start-ups

Education
Florida Atlantic University   2001 — 2003
MBA

University of Central Florida - College of Business Administration   1992 — 1997
BS

Crystal River High School

Willie Glickert Willie Glickert United States Details
Willie Glickert's A. G. Edwards Experience May 1998 - April 2004
Job Managing Partner at Midcoast Group LLC
Industry Financial Services
Experience
Midcoast Group LLC   April 2012 - Present
MidCap Advisors, LLC  April 2011 - April 2012
Chapman Associates  May 2008 - March 2011
A. G. Edwards   May 1998 - April 2004

Skills
Investment Banking, Private Equity, Venture Capital, Mergers, Due Diligence, MO Real Estate Broker, Business Valuation, Middle Market, Valuation, Executive Management, M&A experience, Investments, Corporate Finance, Corporate Development, Finance, Mergers & Acquisitions, Financial Modeling

Education
University of Missouri-Saint Louis   1983 — 1985
MBA, Accounting

Washington University in St. Louis - Olin Business School   1974 — 1978
BSBA, Marketing

Angel Magee Angel Magee Greater St. Louis Area Details
Angel Magee's A. G. Edwards Experience January 1997 - July 2008
Job Email Product Manager at Saint Louis University
Industry Financial Services
Experience
Saint Louis University  August 2014 - Present
A.G. Edwards & Sons Inc.   1997 - Present
Wachovia, A Wells Fargo Company  January 1997 - September 2014
A G Edwards  January 1997 - July 2008
Anheuser-Busch Companies, Inc.   October 1991 - January 1997
Niagara Mohawk Power Corp  December 1988 - October 1991
UserBase Systems   April 1988 - December 1988
Industrial Freight Systems, Inc   March 1986 - March 1988
Smalley Transportation   October 1984 - March 1986

Skills
Disaster Recovery, Powershell, Visio, Software Documentation, Process Improvement, SharePoint, Business Analysis, Unix, Active Directory, Integration, Cloud Computing, Change Management, Virtualization, ITIL, Project Management, Program Management, Windows, Windows Server, Microsoft Exchange, Vendor Management, Enterprise Architecture, Troubleshooting, SDLC, VMware, Data Center, Software Development, Information Technology, Microsoft SQL Server, System Administration, Leadership, Security, Servers, IT Management, IT Strategy, PMP, Microsoft Technologies, Hardware, System Deployment

Education
Eckerd College   1980 — 1984
BA, Behavioral Science

Fletcher High School   1977 — 1980

Steve Ause Steve Ause Incline Village, Nevada Details
Steve Ause's A. G. Edwards Experience October 1999 - February 2001
Job LPL Financial Advisor With investment discipline, the upside can take care of itself. I seek to protect your downside
Industry Financial Services
Experience
Steve Ause   March 2001 - Present
America Matters   2011 - August 2014
A. G. Edwards   October 1999 - February 2001
Paine Webber  February 1998 - October 1999
Retired  November 1993 - February 1998
Flexware, Inc   June 1975 - November 1993

Skills
Investments, Retirement, Financial Advisory, Wealth Management, Retirement Planning, Investment Strategies, Fixed Annuities, Mutual Funds, Insurance, Series 7, Strategic Financial..., Alternative Investments, Series 63, Financial Planners, Portfolio Management, Risk Management, Variable Annuities, Wealth, Portfolio Optimization, Series 65, Financial Markets, Stocks, Portfolio Assessment, Financial Risk..., Options Strategies, Separately Managed..., Investment Selection, Money Management, Radio Broadcasting, Independent Financial..., Strategic Finance, Branch Management, Money Managers, Financials, Portfolio Managers, Investment Portfolios, Political Communication, Market Timing, Equity Indexed Annuities, Tactical Management, Risk Reduction, IBM Mainframe, series 24, Christian Ministry, Technology, Software, Computers, Securities, Investment Advisory, Asset Allocation

Education
Cal Poly Pomona   1966 — 1970
None, Computer Science

Palm Spring High School   1962 — 1966
High School, Mathematics, electronics

College of the Desert

Pamela Floyd Pamela Floyd Maumelle, Arkansas Details
Pamela Floyd's A. G. Edwards Experience March 1995 - April 2000
Job Realtor at Keller Williams
Industry Real Estate
Experience
Keller Williams  April 2014 - Present
New York & Company  July 2013 - April 2014
Morgan Stanley  June 2003 - August 2013
Wachovia  April 2000 - June 2003
A. G. Edwards   March 1995 - April 2000

Skills
Customer Service, Gatekeeper, Typing, Manage Client..., Investments, Mutual Funds, Banking, Sales, Client Services, Back Office, Relationship Management, KYC, Securities, Financial Services

Education
Arkansas Tech University   1993 — 1994
Bachelor of Business Administration (B.B.A.), Business

Parkview High School   1990 — 1993
High School Diploma, Business Administration, Management and Operations

Pulaski Technical College
Business

John T Morrow John T Morrow Evansville, Indiana Area Details
John T Morrow's A. G. Edwards Experience August 2001 - July 2004
Job Accredited Asset Management Specialist at MI Financial services
Industry Financial Services
Experience
MI Financial services   November 2008 - Present
A G Edwards  August 2001 - July 2004

Skills
Retirement Planning, Series 7, Retirement, Investment Advisory, Financial Advisory, Series 63, Strategic Financial..., Investments, Portfolio Management, Insurance, Mutual Funds, Securities, Asset Allocation, Wealth Management, Equities, Fixed Income, 63 & 65 Licensed, Life & Health Insurance..., Asset Managment

Education
Univ Of Southern Indiana   1981 — 1985
BS, Business Management

University of North Carolina at Asheville   1979 — 1980

Dennis Dunn Dennis Dunn Greater St. Louis Area Details
Dennis Dunn's A. G. Edwards Experience October 2000 - October 2007
Job Electronic Discovery (eDiscovery) | Investigation | Computer Forensics
Industry Information Technology and Services
Experience
in St. Louis   January 2014 - Present
Reinsurance Group of America (PACE Staffing)   February 2012 - December 2013
Wells Fargo  August 2009 - October 2011
Wachovia  October 2007 - August 2009
A. G. Edwards   October 2000 - October 2007

Skills
Information Security, Security, Computer Forensics, Litigation Support, Computer Security, Project Management, Vendor Management, Private Investigations, Information Technology, Infrastructure, Strategic Planning, Information Security..., Vulnerability Assessment, Electronic..., eDiscovery Project..., Infrastructure Planning, Case Management, Electronics, Case Managment, IT Management, Disaster Recovery, Management, Network Security, Integration

Education
Friends University   1994 — 1996
MS

Manhattan Christian College   1981 — 1986
BS

Mike Eldredge, CPA Mike Eldredge, CPA Rogers, Arkansas Details
Mike Eldredge, CPA's A. G. Edwards Experience March 1998 - October 2002
Job Beall Barclay
Industry Accounting
Experience
Beall Barclay & Company, PLC   October 2002 - Present
Womack for Congress   2010 - 2015
Womack for Congress   2010 - 2015
Womack for Congress   2010 - 2015
A. G. Edwards   March 1998 - October 2002
Wal-Mart Stores, Inc  February 1987 - February 1998
Arkansas Gazette  March 1967 - January 1987

Skills
Finance, Internal Controls, Nonprofits, Management, Partnership Taxation, GAAP, Tax Preparation, Accounting, CPA, Financial Reporting, Financial Accounting, Financial Statements, US GAAP, Corporate Tax, Financial Advisory, Auditing, Income Tax, Financial Analysis, General Ledger, Small Business, Tax Accounting, Tax, Assurance, Depreciation, Internal Audit, Financial Planners, Bookkeeping, Accounts Payable, Accounts Receivable, Account Reconciliation, Financial Services, Financial Planning

Education
University of Arkansas at Little Rock   1965 — 1970
BSBA, Accounting

Monty Baggett Monty Baggett Houston, Texas Area Details
Monty Baggett's A. G. Edwards Experience 1992 - 1994
Job K & B Asset Management and Logistics
Industry Transportation/Trucking/Railroad
Experience
K & B Asset Management   January 2000 - Present
TradeStar Investments   March 1996 - September 2000
A G Edwards  1992 - 1994

Education
University of Alaska Anchorage   1983 — 1987
Bachelor's degree, Finance

University of Alaska

Kevin A. Lenox, CFA Kevin A. Lenox, CFA Houston, Texas Area Details
Kevin A. Lenox, CFA's A. G. Edwards Experience 1993 - 1998
Job Senior Investment Strategist / Portfolio Manager
Industry Financial Services
Experience
IBERIA Wealth Advisors   June 2012 - Present
Mosaic Market Research, LLC   2010 - June 2012
JPMorgan Chase  2001 - 2010
Morgan Stanley  1998 - 2001
A. G. Edwards   1993 - 1998

Skills
Global Macro, Tactical Asset..., Portfolio Management, Alternative Investments, Due Diligence, Risk Management, New Business Development, Private Wealth...

Education
Sam Houston State University
BBA, Finance

Henry Serrano Henry Serrano Fresno, California Area Details
Henry Serrano's A. G. Edwards Experience May 1996 - August 2004
Job Real Estate Investor , Sales Consultant & Mentor, Owner of Blue Ocean Safety Training
Industry Real Estate
Experience
KIKO Enterprises   March 2009 - Present
Arcadian Health Plan  2009 - 2012
AIO Ideal concepts   2009 - 2012
Charles Schwab  March 2007 - May 2009
H & R Block finacial advisor   August 2004 - March 2007
A G Edwards  May 1996 - August 2004

Skills
Health Insurance, Insurance, Strategic Planning, Long-term Care, Strategic Financial..., Small Business, Retirement Planning, Real Estate, Employee Benefits, Sales, Investments, New Business Development, Marketing Strategy, Business Development, Fixed Annuities, Retirement, Negotiation, Management, Finance, Investment Properties, Marketing, Coaching, Leadership, Investors, Selling

Education
National University   1991 — 1993
Masters, Business & Marketing

California State University, Fresno   1986 — 1989
B.S., Industrial Technology

Daniel J. Disimile Daniel J. Disimile Greater Los Angeles Area Details
Daniel J. Disimile's A. G. Edwards Experience September 1998 - January 2001
Job Business Development at Valcor Consulting
Industry Financial Services
Experience
Valcor Consulting   July 2010 - Present
DJD CFP LLC   August 2003 - Present
Caltech  December 2008 - August 2009
AXA Advisors  May 2001 - August 2003
A G Edwards  September 1998 - January 2001
Merrill Lynch, Beverly Hills   October 1987 - August 1998

Education
California State University-Long Beach   1983 — 1986

Rider University   1974 — 1978
BA, Psychology

Bernie Donnelly Bernie Donnelly Greater St. Louis Area Details
Bernie Donnelly's A. G. Edwards Experience July 2001 - March 2007
Job Independent Computer Hardware Professional
Industry Computer Hardware
Experience
A G Edwards  July 2001 - March 2007

Education
La Salle University   1960 — 1961

Bernie Donnelly

Chuck Devers Chuck Devers Daytona Beach, Florida Area Details
Chuck Devers's A. G. Edwards Experience September 1979 - January 1990
Job The Center for Institutional Finance,Sr VP and Director / Owner
Industry Investment Banking
Experience
The Center for Institutional Finance   January 2005 - Present
SOM,LLC   July 2005 - July 2014
Financial Technologies, LLC   February 2000 - May 2005
Banc of America Securities  January 1998 - February 2000
Bank of America  1998 - 2000
Lang, Devers and Associates, LLC   January 1995 - October 1998
Dain Bosworth & Sullivan   March 1990 - November 1994
A. G. Edwards   September 1979 - January 1990
Office of the Governor, State of Illinois  August 1974 - August 1979
International City Management Association   May 1973 - September 1973

Skills
Investment Banking, Capital Projects, Capital Markets, Financial Advisory, Commercial Finance, Church Finance, Higher Education Finance, Church Events, Finance, Mergers, Due Diligence, Investments, Strategy, Bonds, Banking, Start-ups, Project Finance, Financial Services, Loans, Real Estate Development, Private Equity, Securities, Corporate Finance, Budgets, Portfolio Management, Financial Structuring, Valuation, Asset Managment, Financial Analysis, Financial Modeling, Funding, Restructuring, Executive Management, Credit, Real Estate Economics, Venture Capital, Corporate Development, Mergers & Acquisitions, Credit Analysis, Joint Ventures, Asset Management, Commercial Lending, Structured Finance, Management, Investment Properties, Fixed Income, Equities, Strategic Financial..., Cash Management, Commercial Real Estate

Education
Cornell University - S.C. Johnson Graduate School of Management   1972 — 1974
MBA, Finance and Law

Cornell University   1968 — 1972
BS Civil Engineering, Civil Engineering, Public Law

Wes Oliver Wes Oliver Fort Worth, Texas Details
Wes Oliver's A. G. Edwards Experience January 1996 - November 2007
Job Vice President Private Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   March 2011 - Present
Wells Fargo Advisors, LLC  January 1996 - March 2011
Wachovia Securities Financial Network  November 2007 - January 2009
A G Edwards  January 1996 - November 2007
Emerson Electric Co.  June 1993 - December 1995
Steve's Foreign Car Parts   1986 - 1991

Skills
Wealth, IRAs, Investment Advisory, Wealth Management..., Series 63, Retirement, Small Business, Series 7, Finance, Financial Services, Sales, Investment Strategies, Investment Management, Capital Markets, Risk Management, Asset Management, Investments, Portfolio Management, Insurance, Strategic Planning, Management, Fixed Income, Due Diligence, Valuation, 401k, Fixed Annuities, Private Equity, Hedge Funds, Financial Advisory, Bonds, Banking, Financial Modeling

Education
Texas A&M University   1988 — 1993
Bachelor of Science (B.S.), Industrial Distribution

Arlington Heights High School   1983 — 1988
High School, High School

Scott Lawson, CFA Scott Lawson, CFA Dallas/Fort Worth Area Details
Scott Lawson, CFA's A. G. Edwards Experience 1989 - 1994
Job VP Analyst/PM at Westwood Holdings Group
Industry Investment Management
Experience
Westwood Holdings Group  2003 - Present
Bank of America  2000 - 2003
Mississippi Valley Advisors   May 1995 - May 2000
A G Edwards  1989 - 1994

Skills
Capital Markets, Financial Modeling, Equities, Portfolio Management, Investments, Valuation, Analysis, Asset Management, Equity Research

Education
Saint Louis University   1990 — 1992
MBA

Texas Christian University   1983 — 1987
Bachelor of Science (B.S.), Economics

Kate Bohnert Kate Bohnert Greater St. Louis Area Details
Kate Bohnert's A. G. Edwards Experience August 2006 - May 2008
Job Email Marketing | Print & Website Design | Marketing Specialist at SensoryEffects
Industry Marketing and Advertising
Experience
SensoryEffects  October 2013 - Present
OneTwoCreative   August 2012 - Present
Pinnacle Entertainment  August 2012 - October 2013
Commerce Bancshares, Inc.   June 2008 - August 2012
A. G. Edwards   August 2006 - May 2008
VIP Printing   2004 - 2006

Skills
Email Marketing, Web Design, Digital Marketing, Dreamweaver, Graphic Design, Project Management, SEO, Advertising, Direct Mail, CSS, Illustrator, Photoshop, Newsletters, Adobe Acrobat, Customer Service, Facebook, Strategic Communications, Marketing, InDesign, Graphics, Social Media Marketing, Creative Direction, Social Media, Social Networking, Integrated Marketing, Multi Tasking, Marketing Strategy, Google Analytics, User Experience, Online Marketing, Web Analytics, Online Advertising, CMS, Adobe Creative Suite, SEM, Direct Marketing, Brand Development, Copywriting, Trade Shows, Marketing Communications, WordPress, Communication Skills, Microsoft Office, Logo Design, Brochures, Web Development

Education
Lindenwood University   2007 — 2009
Bachelor of Science (BS), Business Administration and Management, General

Hickey College   2003 — 2004
Diploma, Graphic Design

Mineral Area College   2002 — 2003
General Studies

Perryville High School   1999 — 2002

Philip Ochs Philip Ochs Campbell, California Details
Philip Ochs's A. G. Edwards Experience November 1987 - October 2006
Job Associate Vice President at Ameriprise Financial Services
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2006 - Present
A. G. Edwards   November 1987 - October 2006

Education
University of Denver   1966 — 1970
B.S.B A., Finance

Aiesha Dotson (@AieshaDot) Aiesha Dotson (@AieshaDot) Greater St. Louis Area Details
Aiesha Dotson (@AieshaDot)'s A. G. Edwards Experience November 2004 - July 2007
Job Leader, Micropreneur, Developer, & Blogger
Industry Information Technology and Services
Experience
Edward Jones  December 2012 - Present
Thought Splash, LLC   November 2010 - Present
Techies Teaching Techies   September 2005 - Present
Edward Jones  July 2007 - December 2012
GiveCamp STL   2011 - 2011
A. G. Edwards   November 2004 - July 2007
Edward Jones  December 2002 - November 2004
Edward Jones  December 2001 - December 2002
Edward Jones  February 2001 - December 2001
University of Missouri - St. Louis  August 1998 - December 2000

Skills
PeopleCode, PeopleTools, PL/SQL, Oracle, PeopleSoft, PHP, Accounts Payable, Purchase Orders, ASP.NET, MySQL, Crystal Reports

Education
Lindenwood University   2003 — 2005
Masters of Business Administration (MBA), Management Information Systems

University of Missouri-Saint Louis   1998 — 2002
Bachelor of Science, Management Information Systems

Sandy Buren Sandy Buren Greater St. Louis Area Details
Sandy Buren's A. G. Edwards Experience 2006 - 2009
Job Messaging Support Engineer at Wells Fargo Advisors, LLC
Industry Information Technology and Services
Experience
Wells Fargo Advisors, LLC  SYSTEMS SUPPORT ANALYSTWells Fargo Advisors, formerly Wachovia Securities, LLC2009 - Present
a. G. Edwards   2006 - 2009
Metro  2004 - 2006
Sisters of Mercy  1999 - 2004

Education
University of Denver - Daniels College of Business   1982 — 1986
BSBA, Business, Hotel/Restaurant Mgmt

John Manganaro John Manganaro Greater St. Louis Area Details
John Manganaro's A. G. Edwards Experience 1986 - 2008
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  April 1986 - Present
A. G. Edwards   1986 - 2008

Skills
Investments, Asset Allocation, Retirement Planning, Mutual Funds, Securities, Financial Services, Investment Strategies, Equities, Retirement

Education
Northwestern University

Randall Rice, CFP® Randall Rice, CFP® Hickory, North Carolina Details
Randall Rice, CFP®'s A. G. Edwards Experience July 1999 - September 2005
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2005 - Present
A. G. Edwards   July 1999 - September 2005

Skills
Business Planning,...

Education
North Carolina State University   1977 — 1982
B.S., Textile Management

Joe Arbizu Joe Arbizu Greater Seattle Area Details
Joe Arbizu's A. G. Edwards Experience September 2007 - December 2007
Job Senior Financial Analyst Sales and Marketing at PACCAR
Industry Automotive
Experience
PACCAR  April 2015 - Present
PACCAR  January 2014 - April 2015
PACCAR  November 2012 - January 2014
PACCAR  August 2011 - November 2012
PACCAR  January 2011 - August 2011
Starbucks Coffee Company  April 2008 - April 2010
Enroute Systems Corporation  June 2009 - August 2009
A. G. Edwards   September 2007 - December 2007
Université de Cergy-Pontoise   June 2007 - July 2007

Skills
Forecasting, Financial Analysis, Financial Modeling, Strategic Financial..., Microsoft Excel, Inventory Management, Strategic Planning, Team Building, Customer Service, Variance Analysis, Operations Management, Accounting, Finance, Cost Accounting, Access, Process Improvement, Analysis

Education
Seattle University   2009 — 2010
Post-MBA Certificate, Accounting

California State University Stanislaus   2006 — 2008
M.S., Business Administration: International Finance

California State University Stanislaus   2001 — 2006
B.A., Economics

Joan Romano Joan Romano Greater St. Louis Area Details
Joan Romano's A. G. Edwards Experience 1997 - 2014
Job Owner at 2e Victory by True Fluid Motion
Industry Program Development
Experience
Fantastic Graphics   January 2005 - Present
2e Victory by True Fluid Motion   October 2014 - Present
Joy is All There is   July 2014 - Present
Menees, Burnett, Whitney & Trog   2003 - Present
Private Practice  May 1993 - Present
Northwest Pediatrics  1996 - July 2015
A. G. Edwards   1997 - 2014

Skills
Nutrition, Personal Training, Strength Training, Sales, Management, Personal Development, Motivational Speaking, Fitness Training, Program Development, Leadership Development, Treatment, Team Building, Program Management, Event Planning, Fitness Industry, Wellness Coaching, Health Education, Writing, Marketing, Research, Sales Presentations, Program Facilitation, Public Speaking, Budgets, Sales Management, Training & Development, Project Management, Publications, Microsoft Excel, Social Media Marketing, Social Media, Marketing Strategy, Consulting, Employee Relations, Time Management, Workshop Facilitation, Process Improvement, Nonprofits

Education
Baruch College, City University of New York (CUNY)
Bachelor of Arts (B.A.), Psychology - Allied Health Sciences, Over all 3.3 - Subject Matter 3.8

City University of New York
Graduate, Psychology, 3.5

The New School
Graduate, Counseling Psychology, 3.5

Nicole Meunier Nicole Meunier New Orleans, Louisiana Details
Nicole Meunier's A. G. Edwards Experience May 2006 - September 2009
Job Complex Operations Liaison at National Brokerage Firm
Industry Financial Services
Experience
National Brokerage Firm   September 2009 - Present
A G Edwards  May 2006 - September 2009
Wachovia Securities  January 2003 - May 2006

Skills
Series 7, Series 66, Close Attention to..., Compliance, Securities, Uniform Combined State..., Series 63, Mutual Funds

Education
University of New Orleans   1996 — 2002
Bachelor of Science (BS), Business Administration and Management, General

St. Mary's Dominican High School   1990 — 1994

Erick Jennings Erick Jennings Stratford, Wisconsin Details
Erick Jennings's A. G. Edwards Experience November 1998 - June 2000
Job Application Developer at Roehl Transport
Industry Transportation/Trucking/Railroad
Experience
Roehl Transport  February 2014 - Present
Ministry Health Care  October 2005 - February 2014
Ministry Saint Joseph's Hospital  August 2004 - October 2005
Wausau Financial Systems  June 2000 - August 2004
A. G. Edwards   November 1998 - June 2000
A. G. Edwards   June 1994 - November 1998

Skills
Microsoft SQL Server, HTML, C#, Web Applications, Web Development, Web Design, .NET, Visual Basic, Project Management, ASP.NET, SQL Server, Java, Perl, PHP, XML, ASP.NET MVC, Visual Studio, JavaScript, CSS, jQuery, Databases, VB.NET

Education
DeVry University-Illinois   1991 — 1994
Bachelor of Science (BS), CIS

Cary Fisher Cary Fisher Eugene, Oregon Details
Cary Fisher's A. G. Edwards Experience 1998 - 2001
Job RN at PeaceHealth
Industry Hospital & Health Care
Experience
PeaceHealth  July 2007 - Present
PeaceHealth  2006 - 2007
A G Edwards  1998 - 2001

Skills
Nursing, ACLS, BLS, Inpatient, Hospitals, Patient Safety, Medical/Surgical, Healthcare, ICU, Patient Education, Healthcare Information..., Emergency Room, Telemetry

Education
Lane Community College
Associate's degree, Registered Nursing/Registered Nurse

University of Oregon
Bachelor of Science (BS), Film/Cinema/Video Studies

Christopher Burr Christopher Burr Saint Paul, Minnesota Details
Christopher Burr's A. G. Edwards Experience 2007 - 2007
Job Loan Officer Specializing in Reverse Mortgages Cornerstone Home Lending, Inc. NMLS 422758 Equal Housing Opportunity
Industry Wholesale
Experience
Cornerstone Home Lending, Inc. NMLS 422758   May 2015 - Present
I D Wholesaler   April 2014 - May 2015
Military Family Home Loan   March 2013 - December 2013
Wells Fargo Home Mortgage  2006 - 2011
A G Edwards  2007 - 2007
Bank of America  1995 - 2006

Skills
Refinance, FHA, VA loans, Mortgage Banking, Mortgage Lending, Construction Loans, Reverse Mortgages, Residential Mortgages, Loan Origination, Loans, FHA financing, Mortgage Underwriting, Government Loans, Credit, USDA, VA Loans

Education
The University of Dallas   1998 — 2001
Master's degree, Theology/Theological Studies

Saint Francis College
Bachelor's degree, History and Secondary Education

Jennifer Vogt Jennifer Vogt Greater St. Louis Area Details
Jennifer Vogt's A. G. Edwards Experience 1988 - 2000
Job Experienced Business Analyst focused on ServiceNow and ITIL Adoption
Industry Information Technology and Services
Experience
World Wide Technology  December 2005 - Present
MasterCard International  2000 - 2004
A G Edwards  1988 - 2000

Education
University of Missouri-Saint Louis
BS Business Administration, emphasis in Management Information Systems and Management of Organizational Behavior

Scott Solomon Scott Solomon Columbus, Georgia Area Details
Scott Solomon's A. G. Edwards Experience November 1996 - November 2005
Job Registered Principal at LPL Financial
Industry Financial Services
Experience
LPL Financial  May 2006 - Present
American Red Cross  1990 - 2011
A G Edwards  November 1996 - November 2005
Merrill Lynch  1994 - 1996
Ernst & Young  1982 - 1990

Education
The University of Georgia   1977 — 1982
BA and MACC, Accounting / Taxes

Bob Rothe, CFP® Bob Rothe, CFP® Allen, Texas Details
Bob Rothe, CFP®'s A. G. Edwards Experience 1984 - 1988
Job President, Wealth Management Group, LLC
Industry Investment Management
Experience
Wealth Management Group, LLC  July 2011 - Present
Fortune Financial Services, LLC   January 1990 - August 2011
Walnut Street Securities  1988 - 2006
A, G. Edwards   1984 - 1988
Eppler Guerin & Turner   1979 - 1984
United States Air Force  1973 - 1979

Skills
Asset Management, Retirement Planning, Investments, Financial Planning, Portfolio Management

Education
Southern Methodist University   1968 — 1972
BA, Political Science

Brownwood High School   1964 — 1968

Cynthia Jones, PMP Cynthia Jones, PMP Greater St. Louis Area Details
Cynthia Jones, PMP's A. G. Edwards Experience 1996 - 1997
Job Manager of IT Financial Systems
Industry Transportation/Trucking/Railroad
Experience
Bi-State Development Agency  September 2004 - Present
QBE First  2012 - 2012
Metropolitan Life  2001 - 2004
Anheuser-Busch  1998 - 2000
MEMC Electronic Materials  1997 - 1998
A. G. Edwards   1996 - 1997
LeGrand Computing Services, Inc   1995 - 1996

Education
Southern Illinois University, Edwardsville   1992 — 1996
BS, Computer Science

Rob Kim Rob Kim Greater Denver Area Details
Rob Kim's A. G. Edwards Experience June 2002 - August 2007
Job Vice President, Finance, N.A. Metal Beverage Packaging Division at Ball Corporation
Industry Food & Beverages
Experience
Ball Corporation  July 2015 - Present
Ball Corporation  September 2014 - July 2015
Ball Corporation  August 2012 - September 2014
Ball Corporation  January 2011 - August 2012
Belden Americas Group   February 2009 - December 2010
Belden  August 2007 - February 2009
A. G. Edwards   June 2002 - August 2007
Emerson Electric  June 2000 - June 2002
Emerson Electric  June 1998 - June 2000
Ernst & Young  1994 - 1998

Skills
Financial Reporting, Forecasting, Financial Analysis, Financial Modeling, US GAAP, Accounting, Mergers, Budget, Process Improvement, Strategic Financial..., Auditing, Internal Controls, Hyperion Enterprise, Sarbanes-Oxley Act, Cost Accounting, Financial Accounting, SEC filings, Essbase, Working Capital..., Business Valuation, JD Edwards, Analysis, Budgets, Due Diligence, Finance, Variance Analysis, Managerial Finance, Strategic Planning, General Ledger, Corporate Finance, GAAP, Acquisition Integration, P&L, CPA, Treasury, Portfolio Management, Capital Budgeting, Pricing, Account Reconciliation, Financial Planning

Education
Washington University (MO)   1998 — 2000
Masters, Business Administration

University of Illinois   1990 — 1994
BS, Accountancy

St. Louis Priory   1984 — 1990

Dave Allen CISA CISSP CIPP/US Dave Allen CISA CISSP CIPP/US Greater St. Louis Area Details
Dave Allen CISA CISSP CIPP/US's A. G. Edwards Experience October 1999 - February 2004
Job Lead Security Analyst at Enterprise Holdings
Industry Information Technology and Services
Experience
Enterprise Holdings  December 2013 - Present
AT&T  October 2009 - December 2013
Aviva  April 2009 - October 2009
iBridge Solutions  August 2008 - March 2009
Deloitte  June 2004 - September 2008
A. G. Edwards   October 1999 - February 2004

Skills
Security, Financial Risk, Auditing, Enterprise Software, Access, CISA, Information Security, PCI DSS, Vulnerability Assessment, IT Audit, Data Security, Information Technology, Sarbanes-Oxley, Project Management, Risk Assessment, Sarbanes-Oxley Act, ISO 27001, CISSP, Information Security..., Leadership, Strategy, Enterprise Risk..., Internal Audit, Information Assurance, Computer Security, Process Improvement

Education
Southern Illinois University, Edwardsville   1984 — 1987
BS - Business Administration, Business with Specialization on MIS

Eric W. Stine Eric W. Stine San Francisco Bay Area Details
Eric W. Stine's A. G. Edwards Experience April 1995 - July 2007
Job Vice PresidentInvestments at Wedbush Securities Inc.
Industry Financial Services
Experience
Wedbush Securities, Inc.   2007 - Present
Valley of the Moon   2000 - 2010
Valley of the Moon   2000 - 2010
A. G. Edwards   April 1995 - July 2007
Kemper Securities  February 1992 - April 1995
Bateman, Eichler Hill Richards  1991 - 1993
Hewlett-Packard Co. (now Agilent)   1978 - 1989

Skills
Investments, Insurance, Small Business, Financial Advisory, Strategic Planning, Risk Management, Series 65, Trading, Finance, Credit, Sales, Financial Modeling, Public Speaking, Microsoft Excel, Leadership, Loans, Sales Management, Asset Managment, Asset Management, Financial Analysis, Wealth Management

Education
Sonoma State University   1985 — 1990
BA, Bus/Econ

Santa Rosa Jr. College   1980 — 1982
AA, Liberal Arts

College of San Mateo   1976 — 1978
AA

Butte Junior College   1974 — 1975

Oroville High School   1969 — 1974

Greg Ranalletta Greg Ranalletta Springfield, Illinois Area Details
Greg Ranalletta's A. G. Edwards Experience January 1994 - August 2003
Job Tax and Wealth Management
Industry Accounting
Experience
Kerber Eck & Brackel   February 2011 - Present
RubinBrown LLP  December 2005 - April 2009
A. G. Edwards   January 1994 - August 2003

Skills
Tax, Financial Analysis, Accounting, CPA, Income Tax, Corporate Tax, Estate Planning and...

Education
Marquette University Law School   1978 — 1981
J.D., Law

University of Illinois at Urbana-Champaign - College of Business   1974 — 1978
B.S., Accounting

Bill Hatcher Bill Hatcher Saint Helena Island, South Carolina Details
Bill Hatcher's A. G. Edwards Experience July 2002 - September 2007
Job Retired/self employed
Industry Financial Services
Experience
Self employed  October 2013 - Present
Wells Fargo Advisors  January 2009 - October 2013
Wachovia Securities  October 2007 - December 2008
A G Edwards  July 2002 - September 2007
A G Edwards  January 2001 - June 2002
A G Edwards  January 1995 - December 2000

Skills
Series 7, Series 63, Wealth Management, Portfolio Management, Securities, Mutual Funds, Investments, Financial Services, Asset Allocation, FINRA, Investment Advisory, Retirement Planning

Education
Florida State University   1979 — 1981
BS, Business, Marketing

Jeanette Roberts Jeanette Roberts Charlotte, North Carolina Area Details
Jeanette Roberts's A. G. Edwards Experience August 1988 - June 1990
Job Compliance Director at SOUTHEAST INVESTMENTS, N.C. INC
Industry Financial Services
Experience
SOUTHEAST INVESTMENTS, N.C. INC   February 2014 - Present
STRATEGIC WEALTH   June 2013 - January 2014
Southeast Investments, N.C. Inc.   July 1997 - May 2013
CORPORATE SECURITIES GROUP   January 1997 - July 1997
ROBERT THOMAS SECURITIES   June 1990 - December 1996
A G EDWARDS  August 1988 - June 1990
JC BRADFORD  March 1980 - August 1988
E F HUTTON  June 1978 - March 1980
MERRILL LYNCH  January 1977 - June 1978

Skills
Budgets, Team Building, Contract Negotiation, Risk Management, Strategic Planning, New Business Development, Accounting, Account Management, Business Development, Microsoft Excel, Management, Leadership, Sales

Education
Charleston Southern University   1970 — 1973
Bachelor's degree, English, Music

Wayne P. Roe, PMP Wayne P. Roe, PMP Austin, Texas Area Details
Wayne P. Roe, PMP's A. G. Edwards Experience August 2000 - December 2001
Job Exceptional Leader, Business Analyst, Project Management with Technical Program and Project experience
Industry Management Consulting
Experience
Thomson Reuters  May 2011 - Present
Hart InterCivic / Business Ink   August 2006 - August 2009
Rolling M Inc   January 2002 - March 2005
A. G. Edwards   August 2000 - December 2001
Hart InterCivic  August 1985 - September 1999

Skills
PMP, Business Analysis, Certified Project..., Project Management, Process Improvement, Program Management, Operations Management, SharePoint, SQL, Change Management, Management, Leadership, Software Development, Analysis, Integration, Budgets, Strategic Planning, Business Process...

Education
Texas A&M University
BBA, Management

Paul Church, CFP® Paul Church, CFP® Anderson, Indiana Details
Paul Church, CFP®'s A. G. Edwards Experience June 2002 - January 2008
Job Financial Advisor at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  January 2008 - Present
A. G. Edwards   June 2002 - January 2008
Prudential Securities  June 1991 - June 2002
Prudential Financial  April 1985 - June 1991

Skills
Retirement Planning, Wealth Management, Series 7, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Mutual Funds, Investment Advisory, Retirement, Securities, Series 63, Asset Management, Financial Advisory, Investment Strategies, Estate Planning, Alternative Investments, Loans, Fixed Annuities, Financial Analysis, Small Business, 401k, Financial Services, Finance, Relationship Management, Credit

Education
Ball State University - College of Business   1978 — 1983
Bachelor's degree, Management/Economics

Paul Harding High School   1974 — 1978

Sid Levin Sid Levin Greater St. Louis Area Details
Sid Levin's A. G. Edwards Experience January 2004 - April 2004
Job C++ programmer at Scottrade
Industry Computer Software
Experience
Scottrade  November 2014 - Present
Scottrade  March 2012 - November 2014
ThomsonReuters  April 2004 - March 2012
A. G. Edwards   January 2004 - April 2004
MasterCard  2001 - 2003
IBM Global Services  1998 - 2001
IBM Global Services  1993 - 1998
McDonnell Douglas  1976 - 1993

Skills
Perl, Unix, Market Data, SQL, Linux, Software Development

Education
Washington University in St. Louis   1973 — 1975
M. S., Computer Science

Purdue University   1969 — 1973
B. S., Computer Science

Rob Hubert Rob Hubert Greater St. Louis Area Details
Rob Hubert's A. G. Edwards Experience 1990 - 2002
Job Vice President of Information Management at Fagron North America
Industry Hospital & Health Care
Experience
Fagron Group BV   July 2015 - Present
Bellevue Pharmacy  January 2013 - July 2015
Innova Health Solutions   September 2010 - December 2012
Gosser Group, LLC   October 2009 - September 2010
Elite IT Services, Inc.   March 2002 - July 2009
A. G. Edwards   1990 - 2002
May Department Stores  1986 - 1990

Skills
Business Management, Strategy, Entrepreneurship, Start-ups, Cloud Computing, Healthcare Information..., EHR, Mentoring, Operations Management, Enterprise Architecture, Software Development, Project Management, SOA, EAI, Business Operations, Integration, Management, Executive Management, Healthcare, Business Intelligence, Leadership, Vendor Management, Program Management, IT Strategy, Process Improvement, Consulting, Disaster Recovery, SDLC, Cross-functional Team..., IT Management, Business Analysis, Management Consulting, Change Management, Enterprise Software, Analysis, Outsourcing, ERP, Systems Analysis, SaaS, Architecture, Architectures

Education
Southwestern Illinois College

Demetrios Tsikalas Demetrios Tsikalas Greater St. Louis Area Details
Demetrios Tsikalas's A. G. Edwards Experience 1999 - 2002
Job Manager at Unisys
Industry Information Technology and Services
Experience
Unisys  April 2007 - Present
United States Department of Agriculture  2002 - Present
St. Nicholas Greek Orthodox Church  2012 - 2014
Unisys  June 2002 - April 2007
A. G. Edwards   1999 - 2002

Skills
Application Development, Analysis, Team Building, Data Conversion, SDLC, Data Warehousing, Requirements Analysis, Business Intelligence, Management, Project Management, Databases, Oracle

Education
University of Missouri-Columbia   1981 — 1985
BS, Business Administration and Management, General

Harrison Griffin Harrison Griffin Greater St. Louis Area Details
Harrison Griffin's A. G. Edwards Experience August 1999 - November 1999
Job Government Administration Professional
Industry Government Administration
Experience
GS  November 2011 - Present
IA  February 2008 - May 2011
GS  April 2004 - January 2009
GS  August 2003 - April 2004
GS  June 2003 - January 2004
Southwestern Illinois College  May 2002 - May 2003
American Waterworks Service Company   March 2000 - May 2001
A G Edwards  August 1999 - November 1999
United States Transportation   May 1995 - January 1999

Skills
Research, Microsoft Office, Government, Coaching, Community Outreach, Software Documentation, Access, Security, Human Resources

Education
McKendree College   2003 — 2007
Bachelors of Business Administration, Management

Southwestern Illinois College   2000 — 2003
Associate of Applied Science, Helpdesk/Tech Support

Southwestern Illinois College   2000 — 2002
Associate of Applied Science, Computer Information Systems

Robert Harbeke, CFP® Robert Harbeke, CFP® Phoenix, Arizona Area Details
Robert Harbeke, CFP®'s A. G. Edwards Experience 2004 - 2007
Job Managing Principal and Financial Advisor at Wells Fargo Advisors Financial Network, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC  July 2009 - Present
Wachovia Securities  2007 - 2009
A G Edwards  2004 - 2007

Skills
Retirement Planning, Investments, IRAs, Finance, Asset Management, Strategy, Financial Services, Management, Retirement

Education
College for Financial Planning
Certified Financial Planner® professional

North Dakota State University   1967 — 1971
BS, Agriculture Economics

Jamie Pusateri Jamie Pusateri Greater St. Louis Area Details
Jamie Pusateri's A. G. Edwards Experience September 2005 - November 2006
Job Owner / Photographer at Tiny Tots Photography
Industry Financial Services
Experience
Tiny Tots Photography   2013 - Present
Tiny Tots Design, LLC   2012 - Present
Wells Fargo Advisors  October 2007 - June 2013
A.G. Edwards   September 2006 - October 2007
A. G. Edwards   September 2005 - November 2006

Skills
Series 7, Equity Research, Investments, Portfolio Management, Equity Valuation, Equities, Mutual Funds, Asset Allocation, Asset Managment, Financial Analysis, Bloomberg, Series 63, Fixed Income, Investment Strategies, Investment Advisory

Education
Saint Louis University   2008 — 2011
MBA

Saint Louis University   2001 — 2005
Marketing

Carol Elloian Carol Elloian Greater Boston Area Details
Carol Elloian's A. G. Edwards Experience August 2004 - December 2005
Job Market Commercial Credit Manager at TD
Industry Banking
Experience
TD  August 2014 - Present
TD  October 2012 - August 2014
TD Bank  March 2010 - October 2012
Santander Bank, N.A.   January 2009 - January 2010
Sovereign Bank  January 2006 - January 2009
A. G. Edwards   August 2004 - December 2005
Falmouth Bank   November 1999 - July 2004
Compass Bank  December 1998 - November 1999

Skills
Commercial Lending, Commercial Banking, Commercial Real Estate, Loans, Credit, Risk Management, Financial Analysis, Banking, Integration, Credit Analysis, Asset Based Lending, Financial Structuring, Goal Oriented, Social Skills, Financial Risk, Strategic Planning, Account Management, Construction Management, Credit Risk, Consumer Lending, Relationship Management, Construction Loans, Lines Of Credit, Financial Services, Financial Modeling, Risk Analytics, Strategic Financial..., Customer Focus, Staff Mentoring, Mortgage Lending, Commercial Mortgages, Treasury Management, Cross Selling, Mortgage Banking, Investments, Middle Market, Results Oriented, Writing, Construction Monitoring, Interpersonal Skills, Portfolio Management, Finance, Leadership, Management

Education
University of Massachusetts Dartmouth   1983 — 1985
BA

Emmanuel College   1981 — 1983

Lynne Gehling Lynne Gehling Wayzata, Minnesota Details
Lynne Gehling's A. G. Edwards Experience 1984 - 1987
Job Electronic communications, website design, graphic design
Industry Marketing and Advertising
Experience
LynneGehling.com   December 2008 - Present
Group 3 Marketing  December 2012 - May 2013
Wayzata Community Church  May 2008 - December 2012
Wayzata Community Sailing Center  2009 - 2010
Board of Pensions, ELCA   1986 - 2000
A. G. Edwards   1984 - 1987
USF&G  1979 - 1984

Skills
Fundraising, Churches, Non-profits, Newsletters, Facebook, Blogging, Recruiting, Nonprofits, Small Business, Marketing, Event Planning, Public Speaking, Social Media Marketing

Education
Macalester College   1973 — 1977
BA, Economics

Rick Corcoran Rick Corcoran Greater St. Louis Area Details
Rick Corcoran's A. G. Edwards Experience 2003 - 2004
Job Project Manager Wells Fargo
Industry Financial Services
Experience
Wachovia Securities  July 2010 - Present
WELLS FARGO ADVISORS, St. Louis, MO   2003 - Present
Global Financial Services  2000 - Present
JP Morgan Chase Swindon, England   2008 - 2009
Etrade Financial  2007 - 2008
A. G. Edwards   2003 - 2004
Midland Walwyn Capital Corp   1990 - 1991

Skills
FINRA, Risk Management, Integration, Bonds, Leadership, Project Management, Training, Vendor Management, Business Analysis, Process Improvement, Requirements Gathering, Back Office, Relationship Management, Mergers, Mutual Funds, Financial Services, Corporate Actions, Securities, Account Reconciliation, Banking, Financial Risk, Mergers & Acquisitions, Equities, Budgets, Series 7, Portfolio Management, Security, Credit, Management, Options, Analysis, Requirements Analysis, Fixed Income, SDLC, Asset Managment, Retirement, Strategic Financial..., Investments, Visio, Investment Banking, Middle Office, Financial Analysis, Finance, Brokers, Capital Markets, Series 63, Business Requirements, Strategic Planning, Asset Management, Trading

Education
Canadian Securities Institute   1993 — 1993
Canadian Securities Course

New York University   1967 — 1970
BS, Chemical Engineering

Jackie Cruit Jackie Cruit Greater St. Louis Area Details
Jackie Cruit's A. G. Edwards Experience 1995 - 1999
Job Asst. Mnger at Federal Reserve Bank of St. Louis
Industry Information Technology and Services
Experience
Federal Reserve Bank of St. Louis  May 2004 - Present
MasterCard  July 2003 - April 2004
MASTERCARD  October 2002 - June 2003
A G Edwards  1995 - 1999

Education
Missouri Baptist University   1988 — 1992

DePauw University   1984 — 1988

Parkway Central High   1981 — 1984
Undergrad

Kevin Sievers Kevin Sievers Greater St. Louis Area Details
Kevin Sievers's A. G. Edwards Experience May 1999 - December 2007
Job
Industry Hospital & Health Care
Experience
Mercy  December 2007 - Present
A G Edwards  May 1999 - December 2007
Electronic Data Systems  April 1990 - May 1999

Skills
ETL, Business Intelligence, Data Warehousing, Data Modeling, Data Quality, Visio, SDLC, Business Objects, Enterprise Architecture, Teradata, Data Integration, Oracle, SQL, Databases, SSIS, PL/SQL, Business Analysis

Education
University of Missouri-Saint Louis   1986 — 1991

Aditya Prakash Aditya Prakash Greater New York City Area Details
Aditya Prakash's A. G. Edwards Experience March 2006 - October 2006
Job Head of Technology, Control Functions OchZiff Capital Management
Industry Investment Banking
Experience
Och-Ziff Capital Management  February 2014 - Present
UBS  November 2012 - February 2014
UBS Investment Bank  2006 - November 2012
A G Edwards  March 2006 - October 2006
General Motors Acceptance Corp.  July 2004 - March 2006
Pace University  September 2002 - June 2004
MBIA  June 2003 - January 2004
Churchill SSI   March 2001 - May 2002

Skills
Agile, RUP, Application Design, Waterfall, SDLC, Program Management, Outsourcing Management, Outsourcing Advisory, Global Sourcing, Global Management, Global Delivery, Global Strategy, Legal Compliance, Compliance Management, RAD, Fraud Prevention, Regulatory Reporting, IT Strategy, Strategic Planning, Strategic Sourcing, Strategic Leadership, Agile Methodologies, Project Management, Vendor Management, Outsourcing, Management, Leadership, Analysis, Change Management, Telecommunications, Project Portfolio..., PMO, Financial Services, Project Planning, Investment Banking, Governance, Business Process..., Business Analysis, Risk Management, Project Delivery, Software Project..., PMP, Business Transformation, Business Process, Offshoring, Requirements Gathering, Agile Project Management, Integration, Equities, Strategy

Education
Project Management Institute (PMI)   2005 — 2005
Project Management Professional (PMP)

Pace University   2002 — 2004
MS

Glen Gleeson Glen Gleeson Greater St. Louis Area Details
Glen Gleeson's A. G. Edwards Experience July 2006 - May 2007
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
Thompson Coburn  2007 - 2009
A. G. Edwards   July 2006 - May 2007
Cequel III   July 2005 - June 2006
University of Missouri  August 1999 - June 2005

Education
University of Missouri-Saint Louis   1998 — 2000

North Central College   1989 — 1990

Ira Crane Ira Crane Greater St. Louis Area Details
Ira Crane's A. G. Edwards Experience August 2006 - October 2008
Job Vice President Managed Accounts, Strategic Solutions Group. Wells Fargo Advisors.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  July 2009 - Present
A.G. Edwards & Sons   August 2006 - October 2008
A. G. Edwards   August 2006 - October 2008
Festo Corporation  1996 - 2006

Skills
Project Management, Business Analysis, Requirements Gathering, SDLC, Vendor Management, Visio

Education
Maryville University of Saint Louis   2000 — 2004
Master of Business Administration (MBA), Business Administration and Management, General

Northwestern University   1986 — 1990
Industrial Engineering & Management Science, Bachelor of Science

Nicholas Kellmeyer Nicholas Kellmeyer Greater St. Louis Area Details
Nicholas Kellmeyer's A. G. Edwards Experience June 2007 - November 2007
Job Senior Web Application Developer at Talisen Technologies, Inc.
Industry Internet
Experience
Talisen Technologies, Inc.   January 2009 - Present
Talisen Technologies  November 2007 - January 2009
A. G. Edwards   June 2007 - November 2007
Visual Sciences  February 2007 - June 2007
Washington University School of Medicine, Genome Sequencing Center   February 2005 - February 2007
Wells Fargo Home Mortgage  October 2002 - January 2005
Materialogic  January 2002 - October 2002
Livewire LLC   1999 - 2001
Amdocs  1999 - 1999

Skills
Perl, JavaScript, HTML + CSS, HTML/XML, Apache FOP, Apache, PHP, MySQL, Oracle, CGI/Perl, jQuery, Web Applications, AJAX, HTML, LAMP, Subversion, Databases, Database Design

Education
Saint Louis University   1995 — 1999
Honors Bachelor of Business Administration (BBA), Management Information Systems, General

Guy Grace Guy Grace Greater St. Louis Area Details
Guy Grace's A. G. Edwards Experience July 1992 - Present
Job Sr Systems Analyst at A G Edwards
Industry Financial Services
Experience
A.G. Edwards   July 1995 - Present
A G Edwards  July 1992 - Present

Education
Saint Louis University   1980 — 1984

Jack Kornmann Jack Kornmann Greater St. Louis Area Details
Jack Kornmann's A. G. Edwards Experience June 1994 - October 2007
Job Apps System Engineer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  2008 - Present
Wachovia Securities  October 2007 - 2008
A. G. Edwards   June 1994 - October 2007
Boeing  September 1989 - June 1994

Skills
Autosys, Unix Shell Scripting, PL/SQL, Unix, Visual Basic, SQL, Data Analysis, Application Development, SDLC, Visio, Business Analysis, Requirements Analysis, Integration, Requirements Gathering, Leadership, Enterprise Architecture, Oracle 10g, Oracle 11g, C#, Linq, Batch, SharePoint, Microsoft SQL Server, Vendor Management, Oracle, Databases, Agile Methodologies, Data Warehousing, Testing, Process Improvement, C#, Microsoft Office

Education
Maryville University of Saint Louis   1986 — 1991
Bachelor of Applied Science (B.A.Sc.), Management Information Systems

Parkway South High School   1982 — 1986

Jim Earle Jim Earle Greater San Diego Area Details
Jim Earle's A. G. Edwards Experience September 2003 - October 2005
Job Owner, Carmel Valley Contracting
Industry Construction
Experience
Carmel Valley Contracting   October 2005 - Present
A. G. Edwards   September 2003 - October 2005
Morgan Stanley  August 1993 - October 2005

Skills
Kitchen & Bath Design, Remodleing, Water Damage, Plumbing, Electricians, Tiling, Business Development, Business Strategy, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Start-ups, Project Management, Customer Service, Negotiation, Strategy

Education
San Diego State University-California State University   1990 — 1993
Bachelor of Science, Business Administeration (Finance)

Washington & Lee High School - Arlington Virginia   1981 — 1985

Naren Sukayogula Naren Sukayogula Baltimore, Maryland Area Details
Naren Sukayogula's A. G. Edwards Experience 2005 - 2006
Job Information Design Principal Leader at Computer Sciences Corporation
Industry Computer & Network Security
Experience
Computer Sciences Corporation  November 2010 - Present
Social Security Administration  August 2007 - Present
Principal Financial Group  June 2006 - August 2007
International Business Machines  April 2005 - April 2006
A G Edwards  2005 - 2006

Skills
Mac OS X Server, SCCM, SCOM, VMware Infrastructure, SQL Server 2000-2008, Windows Server 2008, Windows 7, Centrify, Software Configuration..., Imaging, Server Architecture, System Architecture, Digital Imaging, VMware ESX, OS X, Security, Microsoft SQL Server, Network Security, Windows Server

Education
Purdue University Calumet   2002 — 2004
MS, Computer Networking

Jawaharlal Nehru Technological University   1997 — 2001
Bachelor of Science, Electronics & Communications Engineering

Nancy Olson Nancy Olson Greater St. Louis Area Details
Nancy Olson's A. G. Edwards Experience 1998 - 2007
Job Assistant Vice President, Project Manager at Wells Fargo Advisors
Industry Information Technology and Services
Experience
Wells Fargo Advisors  May 1998 - Present
Wells Fargo Advisors, LLC  1998 - 2009
A. G. Edwards   1998 - 2007
A. G. Edwards   February 2000 - February 2005

Skills
Analysis, Business Intelligence, PMP, Visio, Requirements Analysis, SharePoint, Business Analysis, PMO, Requirements Gathering, SQL, PL/SQL, Business Requirements, Business Process..., Vendor Management

Education
Southern Illinois University, Edwardsville   1997 — 1998
BS, Management Information Systems

North Dakota State College of Science   1988 — 1990
Associate of Science, Computer Programming

Karen Gregg Karen Gregg Greater St. Louis Area Details
Karen Gregg's A. G. Edwards Experience Chief Financial OfficerDaisy's Eye Cancer FundOctober 2012 - January 2013
Job Senior Technology Engineer at A. G. Edwards
Industry Financial Services
Experience
A. G. Edwards   Chief Financial OfficerDaisy's Eye Cancer FundOctober 2012 - January 2013
AG Edwards  1997 - March 2009
A.G. Edwards & Sons/Wachovia Securities   2004 - 2009
wachovia  1997 - 2009

Skills
Unix, Perl, SQL, JCL, Visio, XML, COBOL

Education
Southern Illinois University, Edwardsville   1994 — 1997

Mary Kociscak Mary Kociscak Greater St. Louis Area Details
Mary Kociscak's A. G. Edwards Experience 1999 - 2001
Job Sr. Support Analyst
Industry Telecommunications
Experience
Graybar Electric  September 2002 - Present
Graybar  2002 - Present
Kelly Mitchell Group, Inc.   2002 - 2005
A. G. Edwards   1999 - 2001
Energizer  1996 - 1999

Skills
Account Management, Data Center, Direct Sales, Solution Selling, SAP, Telecommunications, Process Improvement, Team Building, Customer Service, Cabling, Strategic Planning, Team Leadership, SAP R/3, Microsoft Office, Windows 7, Active Directory, Databases, Mobile Communications, Technical Support, Networking, Operations Management, Vendor Management, Sales Operations

Education
Maryville University of Saint Louis   1981 — 1984
AS, Marketing

Susan Robinson, CMP Susan Robinson, CMP Greater St. Louis Area Details
Susan Robinson, CMP's A. G. Edwards Experience October 1996 - August 2008
Job Vice President Corporate Incentive and Travel at Stifel Nicolaus & Company, Inc.
Industry Financial Services
Experience
Stifel Nicolaus & Company, Inc.   August 2008 - Present
A. G. Edwards   October 1996 - August 2008
Maritz Travel Company  June 1985 - October 1996
Maritz  1985 - 1996

Skills
Incentive Travel, Meeting Planning, Incentives, Corporate Events, Trade Shows, Corporate Travel..., Event Management, Specialty Events, Event Planning, Non-profit event..., Conference Planning, Corporate Meetings, Marketing

Education
Columbia College
Business, Travel & Tourism

Kirkwood High School

University of Missouri-Columbia
Parks & Recreation

Francis X. Murphy Francis X. Murphy Greater New York City Area Details
Francis X. Murphy's A. G. Edwards Experience 1996 - Present
Job Global Head of Equity Trading Inc.
Industry Financial Services
Experience
A. G. Edwards   1996 - Present

Education
Cornell University - Johnson Graduate School of Management   2006 — 2008
MBA

Iona College   1987 — 1991
B.S., Economics

Terri Hilmes Terri Hilmes Greater St. Louis Area Details
Terri Hilmes's A. G. Edwards Experience January 2006 - June 2007
Job Business Leader | Relationship Manager | Analytics Consultant | Project Manager | Learning and Development Manager
Industry Financial Services
Experience
Wells Fargo Advisors  February 2010 - Present
Wachovia Securities Financial Network  October 2008 - February 2009
A.G. Edwards   June 2007 - October 2008
A. G. Edwards   January 2006 - June 2007
A.G. Edwards   September 1997 - January 2006
AT&T  October 1992 - September 1997
AT&T  May 1989 - October 1992

Skills
Project Management, Systems Analysis and..., Microsoft Office..., ADDIE Training..., Data Management, Business Intelligence, PeopleSoft, Structured Query..., Data Warehousing

Education
Illinois State University
Bachelor of Science, Applied Computer Science Economics

Phillip Hoehn Phillip Hoehn Greater St. Louis Area Details
Phillip Hoehn's A. G. Edwards Experience 2006 - 2007
Job Manager at Thomson Reuters
Industry Financial Services
Experience
Reuters  October 2007 - Present
ThomsonReuters  2007 - Present
A. G. Edwards   2006 - 2007
A.G. Edwards & Sons, Inc.   2006 - 2007
Wachovia Securities  2005 - 2006
Ernst & Young LLP  2000 - 2005
Ernst & Young/Cap Gemini Ernst & Young   2000 - 2005
Cap Gemini Ernst and Young  2000 - 2005
Capgemini  2000 - 2005
Hancock Securities   1998 - 2000

Skills
Business Analysis, PMO, Risk Management, Program Management, Software Project..., SDLC, New Business Development, Vendor Management, Requirements Analysis, Strategy, IT Strategy, Process Improvement, Management, Contract Negotiation, PMP, Management Consulting, Strategic Planning, Change Management, Business Intelligence, Project Management, Account Management, Business Process..., Project Portfolio..., Integration, Analysis, Business Process, Business Transformation, CRM, Cloud Computing, Cross-functional Team..., Enterprise Architecture, IT Management, Outsourcing, SaaS, ITIL, Requirements Gathering, IT Service Management

Education
Washington University in St. Louis   1998 — 2000
MBA

Washington University in St. Louis - Olin Business School   1998 — 2000
MBA

Santa Clara University   1991 — 1995

SLUH

Franchesca Shine, PMP Franchesca Shine, PMP Greater Minneapolis-St. Paul Area Details
Franchesca Shine, PMP's A. G. Edwards Experience 1998 - 2002
Job Manager, IT Finance at Medica Health Plans
Industry Hospital & Health Care
Experience
Medica Health Plans  October 2010 - Present
Medica Health Plans  May 2003 - September 2010
A. G. Edwards   1998 - 2002

Education
Truman State University   1986 — 1990
BS, Computer Science

Frank Leloia Frank Leloia Greater New York City Area Details
Frank Leloia's A. G. Edwards Experience 1995 - 2006
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  Financial ConsultantA.G. Edwards1995 - 2007
A. G. Edwards   1995 - 2006

Education
Penn State University   1987 — 1991

Brooke Moody Brooke Moody Greater St. Louis Area Details
Brooke Moody's A. G. Edwards Experience 2000 - Present
Job Senior Technology Engineer at A.G. Edwards & Sons, Inc.
Industry Information Technology and Services
Experience
A.G. Edwards & Sons, Inc.   Senior Technology EngineerA.G. Edwards Technology Group Inc2000 - Present
A. G. Edwards   2000 - Present

Education
Southern Illinois University, Edwardsville   1990 — 1994

jeff schneider jeff schneider Mentor, Ohio Details
jeff schneider's A. G. Edwards Experience February 1987 - January 1995
Job Independent Marketing Analyst/Strategist at UseBiz.com
Industry Marketing and Advertising
Experience
Contact Group Pvt.   January 1996 - Present
A. G. Edwards   February 1987 - January 1995
Smith Barney  January 1982 - January 1987
Merrill Lynch  January 1981 - January 1982
E.F. Hutton   October 1979 - January 1981
Rockefeller I.B.E.C.   January 1974 - January 1976

Skills
Social Media, Marketing Strategy, Marketing Communications, Social Media Marketing, Marketing, Online Advertising, Microsoft Office, Digital Marketing, Customer Service, Public Relations, Strategic Planning, Photoshop, Microsoft Excel, Account Management, New Business Development, Event Management, Email Marketing, Graphic Design, Event Planning, Online Marketing, Sales, Entrepreneurship, Investments, E-commerce

Education
Kent State University   1968 — 1972
B.B.A.Business Administration / Marketing, Sales

Mentor High School   1966 — 1968
Business prep

Anne Koenig Anne Koenig Greater St. Louis Area Details
Anne Koenig's A. G. Edwards Experience December 1998 - December 2007
Job Technology Delivery Manager at Wells Fargo
Industry Information Technology and Services
Experience
Wells Fargo  January 2009 - Present
Wachovia  January 2008 - January 2009
A. G. Edwards   December 1998 - December 2007

Education
University of Missouri-Columbia

Shilpa Sundaram Shilpa Sundaram San Francisco Bay Area Details
Shilpa Sundaram's A. G. Edwards Experience 2006 - 2007
Job Program Manager
Industry Information Technology and Services
Experience
Oracle  September 2011 - Present
Limos.com  2010 - 2011
Dibon Solutions Inc.  2006 - 2010
Southwest Airlines  2008 - 2009
Northwest Airlines  2007 - 2008
A G Edwards  2006 - 2007

Skills
Business Analysis, Leadership, Testing, SDLC, Requirements Analysis, Software Project..., Business Intelligence, Requirements Gathering, Business Process, Program Management, Business Process..., Process Improvement, Vendor Management, ERP, Cross-functional Team..., Project Management

Education
Indiana University of Pennsylvania
MBA, Finance and Operations

Julia Bussie, CMT Julia Bussie, CMT Greater San Diego Area Details
Julia Bussie, CMT's A. G. Edwards Experience 1983 - 1997
Job President at JSB Capital Management, LLC
Industry Investment Management
Experience
JSB Capital Management, LLC   October 2012 - Present
Western Pacific Capital Management   February 2005 - September 2012
A. G. Edwards   1983 - 1997

Skills
Technical Analysis, Stocks, Trading Strategies, Currency, Commodities, Investment management

Education
Northwestern University - Kellogg School of Management   1972 — 1974
Business management

Hope College   1968 — 1972
Bachelor of Arts (BA), German Language and Literature

Kathy McFadden Kathy McFadden Sun City West, Arizona Details
Kathy McFadden's A. G. Edwards Experience January 1997 - January 1999
Job Personal Assistant
Industry Individual & Family Services
Experience
OWNER  June 2012 - Present
Edward Jones  December 2008 - June 2012
First Heritage Bank  June 2006 - December 2007
Bank of America  November 2003 - May 2006
Linsco Private Ledger Kirkland WA   June 2002 - November 2003
Edward Jones  January 1999 - June 2002
A G Edwards  January 1997 - January 1999
Key Investments   October 1995 - January 1997
Bank of America  April 1976 - October 1995

Education
City University of Seattle   1987 — 2001
Master of Business Administration (MBA), Finance and Financial Management Services

City University
BA, Business Administration & MBA Financial Management

Rick Prosser Rick Prosser Greater St. Louis Area Details
Rick Prosser's A. G. Edwards Experience July 1997 - October 2000
Job Architect at Enterprise Holdings
Industry Information Technology and Services
Experience
Enterprise Holdings  July 2014 - Present
Evolve24  January 2011 - July 2014
NetEffects  July 2010 - January 2011
Technology Partners  June 2009 - July 2010
Technology Partners  June 2008 - February 2009
Stone Technologies  July 2007 - May 2008
Monsanto  2000 - 2007
A. G. Edwards   July 1997 - October 2000
A. G. Edwards   1999 - 2000
Hilco/Orsi   1993 - 1997

Skills
Spring, SOA, Hibernate, Tomcat, Agile Methodologies, Java Enterprise Edition, XML, Web Services, Java, SQL, Microsoft SQL Server, Oracle, JSP, Enterprise Architecture, Software Development, SDLC, TDD, JMS, Integration, Unix, Technical Leadership, Agile Project Management, Project Management, PostgreSQL, JUnit, REST, Software Design

Education
Wichita State University   1984 — 1987
BS, Computer Science

University of Missouri-Rolla
MS studies in Computer Science

Jim Noeth Jim Noeth Greater St. Louis Area Details
Jim Noeth's A. G. Edwards Experience 1978 - 2006
Job VP, Application System Engineer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2009 - Present
Wachovia Securities  July 2008 - November 2009
A.G. Edwards & Sons, Inc.   October 1978 - July 2008
A G Edwards  1978 - 2006
Chromalloy Photographic   October 1977 - October 1978

Skills
Operating Systems, RAD, Mainframe, COBOL, Windows, Linux, DB2, XP, C, C++, Unix, Hardware, Databases, Programming, HP-UX, AIX, DB2/SQL, Application Design, SOA, WCF, .NET, C#, x86 Assembly, GCOS, Oracle SQL, Sybase, SQL Server, PL/SQL, Systems Programming, Microcontrollers, Objective-C, Mac OS X, Embedded Systems, Java, Perl, Visual Basic, Solaris, Assembly, Visual Studio, SQL, XML, Unix Shell Scripting, Agile, Software Development, Application Development, TCP/IP, SOAP, Database Design, Systems Analysis, Server Architecture

Education
Southern Illinois University, Edwardsville   1974 — 1978

Nick Luchtefeld, FRM Nick Luchtefeld, FRM Greater St. Louis Area Details
Nick Luchtefeld, FRM's A. G. Edwards Experience 2005 - 2008
Job Vice President, ManagerFinancial Services Group UMB Bank
Industry Financial Services
Experience
UMB Bank  November 2009 - Present
Gateway EDI  September 2008 - November 2009
A. G. Edwards   2005 - 2008

Skills
Series 7, Financial Modeling, Series 63, Interest Rate Risk..., Access, Microsoft Excel, Process Improvement, Banking, Credit Analysis, Asset Allocation, Certified FRM, Series 66, Series 53, Bloomberg Terminal, Bloomberg Data License, Sunguard, ALM, SQL, Series 24

Education
Southern Illinois University, Edwardsville   1998 — 2001
B.S., Computer Management Information Systems

Gordon Goggin Gordon Goggin Greater Milwaukee Area Details
Gordon Goggin's A. G. Edwards Experience 1999 - 2001
Job Director of Operations at Diablos Rojos
Industry Restaurants
Experience
Diablos Rojos   January 2008 - Present
Applebee's International  2001 - 2008
Applebee's  2000 - 2007
Outback Steakhouse  2001 - 2001
A G Edwards  1999 - 2001
Ground Round  1992 - 1997

Education
Johnson & Wales University   1988 — 1992
MS Hospitality Administration, Restaurant management

Laurie Wessler Laurie Wessler Greater St. Louis Area Details
Laurie Wessler's A. G. Edwards Experience 2000 - 2005
Job Sr. Messaging Engineer at Enterprise Holdings
Industry Financial Services
Experience
Enterprise Holdings  August 2013 - Present
Monsanto  September 2009 - August 2013
Stifel Nicolaus  September 2008 - September 2009
Anheuser-Busch  2007 - 2008
A. G. Edwards   2000 - 2005

Skills
Active Directory, Troubleshooting, Windows Server, Microsoft Exchange, Blackberry Enterprise..., Enterprise Vault, DNS, VMware, Group Policy, VMware ESX, Powershell, Citrix, Servers, SCCM, DHCP, Disaster Recovery, Cluster

Education
Truman State University
B. S., Business Admin/Information Technology

Kimberly Wiley Kimberly Wiley Greater St. Louis Area Details
Kimberly Wiley's A. G. Edwards Experience January 2006 - July 2008
Job BA / Web Application Support/ Development
Industry Information Technology and Services
Experience
Apex Systems / Express Scripts   September 2014 - November 2014
7 Delta, Inc./ Veterans Affairs   February 2012 - August 2014
Wells Fargo  July 2008 - March 2010
A G Edwards  January 2006 - July 2008
A.G. Edwards & Sons, Inc.   2004 - 2006
GMAC Insurance  1994 - 1996
AT&T  1991 - 1996

Skills
Customer Service, Business Analysis, Project Planning, Event Planning, Microsoft Office, Team Building, Web Design, Visio, Leadership, Management, Program Management, Training, Process Improvement, Sales

Education
Lindenwood University
B A, Information Technology

Rosati-Kain

Karen Madsen Karen Madsen Grand Junction, Colorado Area Details
Karen Madsen's A. G. Edwards Experience July 1993 - September 2008
Job V.P Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  2008 - Present
A. G. Edwards   July 1993 - September 2008

Skills
Series 7, Retirement Planning, Wealth Management, Asset Allocation, Uniform Combined State..., Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Retirement, Securities, Alternative Investments

Education
Miami University   1968 — 1972
BS, Business, Education

Martha Schilng Martha Schilng Greater Philadelphia Area Details
Martha Schilng's A. G. Edwards Experience 2001 - 2007
Job President at SchillingGroupAdvisors LLC
Industry Financial Services
Experience
SchillingGroupAdvisors   June 2007 - Present
SchillingGroupAdvisors LLC   June 2007 - Present
Milestone Banking Solutions Inc.   2007 - 2013
A G Edwards  2001 - 2007

Skills
Financial Goals, Finance, Investment Advisory, 401k, FINRA, ETFs, Retirement, Wealth, Stocks, Investments, Portfolio Management, Series 7, Retirement Plan..., Financial Advisory, Personal Finance, Investment Strategies, Alternative Investments, Investment Management, Financial Planners, Series 63, Wealth Accumulation, Asset Allocation, IRAs, Pensions, Securities, Mutual Funds, Wealth Management..., Estate Planning, Bonds, Wealth Management, Roth IRA, High Net Worth..., Financial Services, Fixed Income, Long-term Care, Asset Managment, Strategic Financial..., ERISA, Series 24, Personal Financial..., Equities, Executive Pay, 401k Rollovers, Asset Management, Long Term Care Insurance, Retirement Income...

Education
Gwynedd Mercy University   1994 — 1999
BS Business/Finance, Finance

Gwynedd-Mercy College
BS Business, Finance and Financial Management Services

Kim Ahne Kim Ahne Greater St. Louis Area Details
Kim Ahne's A. G. Edwards Experience January 2000 - December 2001
Job Systems Engineer at Absolute Software
Industry Information Technology and Services
Experience
TEKsystems  August 2015 - Present
Absolute Software  January 2015 - July 2015
Oakwood Systems Group  October 2013 - December 2014
TEKsystems  May 2009 - October 2013
NetEffect  January 2009 - May 2009
Envision  July 2007 - December 2008
Graybar Electric  March 2005 - June 2007
A. G. Edwards   January 2000 - December 2001
Husch & Eppenberger, LLC   June 1999 - November 1999
Cooper B-Line  March 1992 - June 1999

Skills
Active Directory, Windows Server, Visio, Windows 7, XP, Networking, Technical Support, Security, Computer Hardware, Group Policy, Testing, SCCM, Windows, MS Project, Switches, WAN, Management, Team Leadership, Lotus Notes, Quality Assurance, Symantec Endpoint..., Symantec Management..., Altiris, Altiris Deployment..., System Center Products, Information Technology, Infrastructure, Servers, Project Management, Microsoft Office, Strategic Planning, Disaster Recovery, Process Improvement, Team Building, Troubleshooting, Leadership, SharePoint, Microsoft Exchange, System Administration, Integration, VBScript, Windows XP, Virtualization

Education
Southern Illinois University, Edwardsville   1986 — 1989
I/T

Eureka College   1984 — 1986
I/T

Patrick Standish Patrick Standish Greater St. Louis Area Details
Patrick Standish's A. G. Edwards Experience January 2003 - December 2007
Job Business Analyst
Industry Financial Services
Experience
Apex Computer Systems  May 2013 - Present
NetEffects  October 2010 - September 2012
Collabera  October 2009 - March 2010
Wachovia Corp (formerly A. G. Edwards)   January 2008 - March 2009
A. G. Edwards   January 2003 - December 2007
A. G. Edwards   January 2002 - December 2003
A. G. Edwards   October 1999 - December 2001
A. G. Edwards   December 1992 - September 1999

Skills
Program Management, Business Analysis, Process Improvement, Visio

Education
Lindenwood University   2007 — 2009
MBA

Lindenwood University   1997 — 1999
BA, Business Administration

Saint Louis University   1990 — 1992
Math/Computer Science

Aarti Upadhye Aarti Upadhye Cleveland/Akron, Ohio Area Details
Aarti Upadhye's A. G. Edwards Experience May 1999 - December 2000
Job Sr. Programmer Analyst at Sterling Jewelers
Industry Information Technology and Services
Experience
Sterling Jewelers  January 2007 - Present
Sterling Jewelers  January 2007 - Present
Sterling Inc  2007 - Present
A G Edwards  May 1999 - December 2000

Skills
PL/SQL, SQL, SDLC, Java, Oracle, Requirements Analysis, Visual Basic, VB.NET, Databases, Business Analysis, Visio, Database Design, Java Enterprise Edition, Web Applications, Web Services

Education
Amravati University   1991 — 1994
B. Engg., Computer Science

Andy Theisen Andy Theisen Greater St. Louis Area Details
Andy Theisen's A. G. Edwards Experience 1982 - 2008
Job Vice President Fixed Income at Stifel Nicolaus
Industry Financial Services
Experience
Stifel Nicolaus  December 2008 - Present
A. G. Edwards   1982 - 2008
Wachovia Securities  1982 - 2008
A.G. Edwards & Sons   1982 - 2008

Skills
Series 7, Series 63, series 53, Municipal Bonds, Capital Markets, Bonds, FINRA, Trading, Asset Management, Mutual Funds, Equities

Education
University of Missouri-Saint Louis   1978 — 1983
B.S., Finance

Todd Berta Todd Berta Greater St. Louis Area Details
Todd Berta's A. G. Edwards Experience 2000 - 2005
Job Sr. Director IT Finance at Express Scripts
Industry Hospital & Health Care
Experience
Express Scripts  July 2011 - Present
Express Scripts  February 2006 - July 2011
Ingersoll Rand  2005 - 2006
A G Edwards  2000 - 2005

Skills
Process Improvement, Forecasting, Business Analysis, Hyperion Planning, Financial Reporting, Change Management, Supply Chain, Analysis, Project Management, Accounting, GAAP, Operations Management, Strategic Planning, Team Leadership, Accounting System, Microsoft Excel, Financial Modeling, Sarbanes-Oxley Act, Project Planning, Team Building, Finance, Internal Audit

Education
University of Missouri-Saint Louis   2008 — 2010
MBA

University of Illinois at Urbana-Champaign   1993 — 1998
BA, Accounting and Finance

Chris McCaffrey Chris McCaffrey Stockton, California Area Details
Chris McCaffrey's A. G. Edwards Experience March 1996 - August 2002
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney  August 2003 - Present
A. G. Edwards   March 1996 - August 2002
J. E. McCaffrey Co.   February 1984 - March 1996

Education
Saint Mary's College of California   1979 — 1983
BS & BA, Economics and French

Saint Vincent HighSchool   1975 — 1979

Dennis Graham Dennis Graham Greater St. Louis Area Details
Dennis Graham's A. G. Edwards Experience April 1995 - January 2000
Job Sr SQL Server Developer at Cass Information Systems
Industry Information Technology and Services
Experience
Cass Information Systems  October 2014 - Present
Oakwood Systems   August 2013 - September 2014
Realtime Results Ltd   January 2011 - April 2011
St Louis University  October 2010 - January 2011
Scottrade  April 2010 - October 2010
Quilogy  January 2000 - January 2010
A G Edwards  April 1995 - January 2000
University of Missouri - St. Louis  1996 - 2000

Skills
SSRS, SSIS, Microsoft SQL Server, T-SQL, Business Intelligence, Database Design, Databases, Oracle, Database Administration, Relational Databases, ASP.NET, VB.NET, Analysis Services, SQL, Data Modeling, Data Warehousing, C#, ETL, Crystal Reports

Education
Maryville University of Saint Louis
BS, Information Technology / Minor Biochemistry

University of Missouri-Columbia   1976 — 1980
N/A, Biochemistry

Christian Clinton, CFP® Christian Clinton, CFP® Stuart, Florida Details
Christian Clinton, CFP®'s A. G. Edwards Experience January 2000 - May 2007
Job Cohen & Clinton Wealth Management Group, First VicePresident Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2007 - Present
A. G. Edwards   January 2000 - May 2007
Audio Advisors   1994 - 1999
Southwestern Company  1996 - 1998

Skills
Chris offers his...

Education
Florida Atlantic University   1996 — 1999
BS, Finance

East Meadow High School

Laxmi Nukala Laxmi Nukala Greater St. Louis Area Details
Laxmi Nukala's A. G. Edwards Experience March 2006 - December 2006
Job Consultant at Wachovia Securities, LLC
Industry Information Technology and Services
Experience
Wachovia Securities, LLC  January 2008 - Present
Maritz  January 2007 - December 2007
A. G. Edwards   March 2006 - December 2006
Anheuser-Busch  August 2005 - March 2006
CitiGroup  June 2004 - July 2005

Education
Illinois Institute of Technology   2001 — 2002
Masters, Computer Science

Jawaharlal Nehru Technological University   1994 — 1998
Bachelors, Electronics and Telecommunications Engineering

Donovan Davis, CFP® Donovan Davis, CFP® Alexandria, Louisiana Area Details
Donovan Davis, CFP®'s A. G. Edwards Experience August 2001 - August 2004
Job CoOwner, Reed Davis Investment Group
Industry Financial Services
Experience
Reed Davis Investment Group   2004 - Present
A. G. Edwards   August 2001 - August 2004
Merrill Lynch  July 2000 - August 2001

Skills
Financial Planners, Retirement Planning, Retirement, Investment Advisory, Estate Planning, Series 7, Investments, Strategic Financial..., IRAs, Asset Allocation, 401k Rollovers, Financial Advisory, Asset Management, Insurance, Wealth Management, Wealth, Finance, Portfolio Management, Certified Financial..., Asset Managment, Alternative Investments, Personal Financial..., Roth IRA, Variable Annuities, Social Security Planning

Education
College for Financial Planning   2004 — 2006
Certified Financial Planning Program

Louisiana Tech University   1995 — 2000
BS, Accounting

Paula Kohl Paula Kohl Greater St. Louis Area Details
Paula Kohl's A. G. Edwards Experience 1986 - 1997
Job Taxable Fixed Income Trader at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2009 - Present
Wells Fargo Advisors  March 2008 - August 2009
A G Edwards and Sons  June 2004 - March 2008
A.G. Edwards   1997 - 2008
A G Edwards  1986 - 1997
A G Edwards  1984 - 1986
A G Edwards  1981 - 1984
Lunneman and Co   1979 - 1981

Skills
Bonds, Series 7, Fixed Income, Series 63, Asset Allocation, Trading, Securities, Mutual Funds, MBS, Investments, Electronic Trading, Due Diligence

Education
Southern Illinois University, Edwardsville   1976 — 1979
BS, Accountng

Vallie Carney Vallie Carney Tulsa, Oklahoma Details
Vallie Carney's A. G. Edwards Experience 1998 - 2010
Job Vice President / Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2012 - Present
Wells Fargo Advisors  May 2010 - July 2012
A G Edwards  1998 - 2010
Wachovia Securities / A G Edwards   February 1998 - May 2009
A G Edwards  1998 - 2009
A. G. Edwards   1982 - 1998

Skills
Series 7, Management, Securities, Leadership, Mutual Funds, Wealth Management, Series 63, Financial Services, Investments, Retirement Planning, Risk Management

Education
Louisiana State University   1976 — 1980
BS, Business Management

Nicholas Beehan, Jr Nicholas Beehan, Jr Greater Nashville Area Details
Nicholas Beehan, Jr's A. G. Edwards Experience May 1980 - February 2003
Job self employed at Self employed
Industry Financial Services
Experience
Self employed  January 2008 - Present
ING Financial Partners  March 2003 - June 2007
H R Block Financial Advisors   March 2003 - June 2007
A G Edwards  May 1980 - February 2003

Education
Middle Tennessee State University   1956 — 1962
B.S., Political Sci, History, English

chris vila chris vila Stevenson Ranch, California Details
chris vila's A. G. Edwards Experience May 2002 - June 2009
Job private equity loans on RE, specifically apt buildings, land, farmland, commrcial and second homes
Industry Financial Services
Experience
Trust Deed Investment Co   November 2013 - Present
V&R Enterprises   July 2009 - Present
A G Edwards  May 2002 - June 2009
Gruntal & Co.   April 1992 - April 2002

Skills
Property Management, Investment Properties, Real Estate, mortgage Brokers, Mortgage Lending, Market Research, Selling, Commercial Real Estate, Mortgage Brokers, Sales, Mutual Funds, Investors

Education
University of Illinois   1985 — 1990
BA, Economics, Finance, History

Ruth Garrow Ruth Garrow Sacramento, California Details
Ruth Garrow's A. G. Edwards Experience 2003 - 2006
Job Administrator, Arbitrator
Industry Executive Office
Experience
FINRA  2006 - Present
Touro College of Pharmacy  June 2006 - December 2013
A. G. Edwards   2003 - 2006
Morgan Stanley  June 1997 - February 2003
Paine Webber  1992 - 1997

Skills
Financial Modeling, Research, Public Speaking, Investments, Strategic Planning, Microsoft Excel, Data Analysis, Budgets, Microsoft Office, PowerPoint, Staff Development, Nonprofits, Higher Education, Teaching

Education
New York University

Larry H. Beisel, Jr. Larry H. Beisel, Jr. Owensboro, Kentucky Area Details
Larry H. Beisel, Jr.'s A. G. Edwards Experience January 1989 - June 1995
Job First Vice President, Branch Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  June 1995 - Present
A G Edwards  January 1989 - June 1995
E F Hutton  February 1984 - January 1989
Procter & Gamble  1979 - 1984

Skills
Team Building, Coaching, Management, Customer Service, Public Speaking, Project Management, Strategic Planning, Sales, Sales Management, Leadership, New Business Development, Marketing, Operations Management, Microsoft Excel, Finance

Education
Georgia Institute of Technology   1974 — 1979
BS, Industrial Management

Joe Kerner Joe Kerner Saint Joseph, Illinois Details
Joe Kerner's A. G. Edwards Experience August 2007 - December 2007
Job Sales Representative at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo  September 2013 - Present
McLane Company, Inc.   October 2012 - August 2013
Swedish Match  January 2011 - October 2012
Swedish Match  June 2008 - January 2011
A. G. Edwards   August 2007 - December 2007
Eastern Illinois Education   August 2007 - December 2007
Menards  May 2006 - August 2006

Skills
Sales

Education
Eastern Illinois University
Masters, Business Administration

Eastern Illinois University
Bachelor of Science, Business; Finance

James Woll James Woll Greater St. Louis Area Details
James Woll's A. G. Edwards Experience 1994 - 2004
Job Experienced, talented and results oriented IT professional with over 20 years experience
Industry Information Technology and Services
Experience
Southwestern Illinois College  May 2014 - Present
SSM Health Care  March 2007 - February 2013
Advanced Resources (St. Louis)   2007 - 2007
A. G. Edwards   1994 - 2004

Skills
.NET, Microsoft SQL Server, SSRS, T-SQL, SSIS, Healthcare Information..., Report Writing, Business Objects, Epic Systems, Microsoft Excel, Visual Basic 5.0/6.0, Object Oriented Design, Access Database, ETL, ETL Administration, Data Analysis, Technical Writing, COBOL, JCL, Technical Training, McKesson STAR, Microsoft Word, Troubleshooting, Systems Analysis, Business Analysis, Technical Support, Revenue Cycle, Employee Training, Sybase

Education
University of Missouri-Saint Louis
Bachelor of Business Administration (B.B.A.), Management Information Systems, General

Charlotte Mabry Charlotte Mabry Greater Nashville Area Details
Charlotte Mabry's A. G. Edwards Experience November 1981 - June 1984
Job at MabryCalvin, LLC and Worth Healing
Industry Financial Services
Experience
Worthhealing   September 2014 - Present
Mabry-Calvin,LLC   March 1989 - Present
Dean Witter  June 1984 - March 1989
A. G. Edwards   November 1981 - June 1984
Home 2   July 1981 - November 1982
West Virginia College of Graduate Studies   July 1978 - August 1981
Higdon Hill School and Group Home   July 1976 - July 1978

Skills
Investments, Portfolio Management, Investment Management, Strategic Financial..., Wealth Management, Strategic Planning, Training, Finance, Marketing, Process Improvement, Grief Counseling, Life Transitions, Integrative, holistic..., Public Speaking, Self Worth related to..., Investment Advisory, Addiction Recovery, Management, Estate Planning, Research, Teaching, Asset Managment, Mental Health, Retirement Planning, Risk Management, Securities, Due Diligence, Mutual Funds, Financial Analysis, Business Strategy, Trust Services, Real Estate, Business Planning, Strategy, Program Management, Pensions, Leadership, Budgets, Life Insurance, Fixed Income, Equities, Mergers, Employee Benefits, Business Development, High Net Worth..., Funding, Conflict Resolution, CoDependency, Self Worth, Personal Empowerment

Education
Sudden Money Institute   2014 — 2016
Certified Financial Transitionist, Financial and Life Transition

Klontz Consulting - Dr. Ted Klontz   2013 — 2014
workshops and monthly groups, Transformational Communication Workshops, not graded

The School of Healing Arts @ The Estuary   2001 — 2004
Certification, Auric healing, non graded

Gestalt Institute of San Diego   1978 — 1978
Certification in Gestalt Therapy- with Irv and Miriam Pollster, Gestalt Therapy, N/A

The University of Alabama   1973 — 1977
MA, Ed.D., Emotional Conflict, 4.0

Boston Museum School   1972 — 1973
MFA Study, Sculpture

Birmingham-Southern College   1969 — 1972
B.A., Art/Art History Latin

John J. Clark John J. Clark Miami/Fort Lauderdale Area Details
John J. Clark's A. G. Edwards Experience August 1993 - July 1994
Job Real Estate Agent at Keller Williams Realty
Industry Restaurants
Experience
Keller Williams Realty  September 2013 - Present
La Gloutonnerie   August 2012 - May 2015
50 Eggs  December 2011 - July 2012
Shula's America's Steak House   October 2010 - December 2011
Ruth's Hospitality Group Inc.,   May 2002 - October 2010
Smith & Wollensky Restaurant Group  October 2000 - September 2001
Quality Dining, Inc.   January 1999 - September 2000
Quality Dining, Inc.   August 1996 - January 1999
A G Edwards  August 1993 - July 1994

Skills
Food & Beverage, Hospitality, Hospitality Management, Catering, Restaurant Management, Food Service, Menu Development, Fine Dining, Hospitality Industry, Food, Banquets, Wine, Event Planning, Hotels, Recipes, Micros, Hotel Management, Pre-opening, Real Estate, Culinary Skills, New Restaurant Openings, Payroll, Profit Maximization, New Home Sales, Condos, Single Family Homes, Buyer Representation, Seller Representation

Education
Purdue University   1990 — 1993
BS, Economics

Georgetown University   1992 — 1992
Economics/Political Science, The Fund for American Studies, The Institute for Comparative Political Economic Systems

Lavanya Goteti Lavanya Goteti Greater Los Angeles Area Details
Lavanya Goteti's A. G. Edwards Experience August 2006 - February 2007
Job Senior Datawarehouse/Business Intelligence Analyst
Industry Information Technology and Services
Experience
SMCI  September 2015 - Present
Bank of America  September 2013 - Present
Sallie Mae  January 2010 - February 2013
Sallie Mae  June 2009 - December 2009
Fannie Mae  April 2008 - May 2009
FEMA  January 2008 - April 2008
Fannie Mae  March 2007 - December 2007
A G Edwards  August 2006 - February 2007
University of Missouri-Rolla  January 2005 - May 2006
University of Missouri-Rolla  January 2005 - May 2006

Skills
Business Objects, Web Intelligence, Business Intelligence, Crystal Reports, ETL, SDLC, Data Warehousing, Testing, Databases, Analysis, SQL, Oracle, Requirements Gathering, Requirements Analysis, Microsoft SQL Server, Visio, VBA, Business Analysis, SharePoint, SSIS, Business Requirements, Data Modeling

Education
University of Missouri-Rolla   2004 — 2006
Master of Science, Mechanical Engineering

Jawaharlal Nehru Technological University   2000 — 2004
Bachelor of Technology, Mechanical Engineering

Nasr   1987 — 1998
High School/Secondary Diplomas and Certificates

Chuck Hessler Chuck Hessler Chesterfield, Missouri Details
Chuck Hessler's A. G. Edwards Experience December 1988 - March 2009
Job Sr. Vice President, Investments Raymond James
Industry Financial Services
Experience
Raymond James  March 2009 - Present
Ranken Jordan - A Pediatric Specialty Hospital  August 2012 - Present
A. G. Edwards   December 1988 - March 2009

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Mutual Funds, Series 63, Asset Allocation, Strategic Financial..., Investment Advisory, Retirement, Portfolio Management, Securities, Equities, Financial Advisory, Fixed Annuities

Education
Missouri State University
Finance

Gil Gutierrez Gil Gutierrez Greater Chicago Area Details
Gil Gutierrez's A. G. Edwards Experience July 2007 - April 2009
Job Aspiring Trader
Industry Financial Services
Experience
Tower Hill Trading  July 2014 - Present
Webb Hyundai   January 2014 - June 2014
Horseshoe Casino  September 2010 - December 2013
National Securities  April 2009 - April 2010
A. G. Edwards   July 2007 - April 2009
Harrah's Casino East Chicago, In.   February 2001 - July 2007
LaSalle Futures   January 2007 - June 2007
Chicago Board of Education  September 1999 - January 2001

Skills
Financial Services, Auto Sales, Adult Education, Spanish-speaking, Casino Gaming, Gaming Industry, Blackjack, Baccarat, VIP, Customer Service, Gaming

Education
Indiana University-Northwest   1986 — 1988
Bachelor's degree, Economics

Universidad Autónoma de Nuevo León   1983 — 1986
Bachelor of Arts (B.A.), Economics

Adam Schillinger Adam Schillinger Greater St. Louis Area Details
Adam Schillinger's A. G. Edwards Experience May 2004 - July 2007
Job Edward Jones Products and Services
Industry Financial Services
Experience
Edward Jones Client Strategies Group   October 2014 - Present
Edward Jones Operations   August 2007 - September 2014
A. G. Edwards   May 2004 - July 2007

Skills
Investments, Business Analysis, Project Management, Process Improvement, Research, Requirement..., Document Review, Technical Documentation, Cost Basis, Cost Basis Reporting, Capital Gains Tax, IRS, Securities Regulation, Hyperion Interactive..., VBA, Microsoft Office, Quality Center, Facilitators, Lessons Learned, Communication Skills, Self-driven, PMP, PMI-PBA, Series 7, Series 66, Financial Services, Life & Health Insurance...

Education
McKendree University   1999 — 2003
Bachelor of Arts (B.A.)

Jeremiah Hansen Jeremiah Hansen Dallas/Fort Worth Area Details
Jeremiah Hansen's A. G. Edwards Experience March 1999 - July 2000
Job Business Banking Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo  September 2014 - Present
Wells Fargo  2004 - September 2014
Fidelity Investments  July 2000 - July 2004
A. G. Edwards   March 1999 - July 2000

Skills
Loans, Banking, Commercial Banking, Commercial Lending, Finance, Credit, Portfolio Management, Treasury Management, Wealth Management, Credit Analysis, Mortgage Lending, Small Business Lending, Investments, Relationship Management

Education
Southern Methodist University - Cox School of Business   2002 — 2004
Master of Business Administration (M.B.A.), Strategic Management

University of North Texas   1994 — 1998
Bachelor's Degree, Strategic Management and Entrepreneurship

E. Haden Hamilton, Jr. E. Haden Hamilton, Jr. Myrtle Beach, South Carolina Area Details
E. Haden Hamilton, Jr.'s A. G. Edwards Experience September 1994 - May 1995
Job Registered Principal at Raymond James Financial Services Inc., Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services  February 1998 - Present
CresCom Bank  October 2007 - August 2011
Coastal Federal Bank  February 1998 - July 2007
Anchor Bank  May 1995 - February 1998
A G Edwards  September 1994 - May 1995
The Owego National Bank   July 1991 - June 1994
NBT Bank  October 1989 - June 1991
The Irving Bank Corporation and The Bank of New York Mellon Corporation   May 1985 - October 1989
The Irving Bank Corporation   November 1981 - May 1985
Bank of Isle of Wight   August 1973 - November 1981

Education
Cornell University
Executive MBA, Business Administration and Management, General

Rutgers University
Stonier Graduate School of Banking

Wake Forest University
Bachelor of Business Administration (B.B.A.), Finance and Marketing

Phillip Ames Phillip Ames Rogers, Arkansas Details
Phillip Ames's A. G. Edwards Experience September 1997 - April 2004
Job Owner at Ames CPA Firm
Industry Accounting
Experience
Ames CPA Firm   January 2009 - Present
Ames Construction Solutions LLC   July 2005 - November 2008
Benchmark Custom Homes, Inc.   October 2003 - January 2006
A G Edwards  September 1997 - April 2004
Ames & Associates CPA P. A.   January 1984 - July 1997
Scarbrough, Lance & Bassett CPAs   July 1973 - December 1978

Skills
Tax Preparation, Small Business, LLC, Financial Reporting, IRS, Partnership Taxation, Corporate Tax, Nonprofits, General Ledger, Business Formation, Business Planning, GAAP, Financial Accounting, CPA, Due Diligence, Cash Flow, Accountants, Financial Statements, Business Valuation, Tax Advisory, Microsoft Excel, Account Reconciliation, Analysis, Forecasting, Tax Law, Exit Strategies, Finance, Accounts Payable, Financial Planners, Financial Planning

Education
University of Arkansas at Fayetteville
BSBA, Accounting

Audrey Hurt Audrey Hurt United States Details
Audrey Hurt's A. G. Edwards Experience July 1994 - July 1997
Job Mom, scheduling coordinator for son's extracurricular activities, scout leader, and Mom at Home
Industry
Experience
The Hurt Household   July 1985 - Present
A G Edwards  July 1994 - July 1997

Education
Southeast Missouri State University   1984 — 1990
Bachelors, Computer Science

Michael Cantieri Michael Cantieri Greater Chicago Area Details
Michael Cantieri's A. G. Edwards Experience August 2000 - January 2002
Job Sales Executive at Runnion Equipment Company
Industry Construction
Experience
Runnion Equipment Company  May 2012 - Present
Cantieri Group   October 2011 - May 2012
Knights of Columbus  April 2007 - May 2010
AXA Advisors  August 2005 - February 2007
A. G. Edwards   August 2000 - January 2002
ACCO Brands  October 1995 - October 2000

Skills
AAMS, Accredited Asset..., Asset Allocation, Consultative Selling, New Business Development, Account Management, Contract Negotiation, Sales Management, Furniture, Selling, Strategic Partnerships, Training, Leadership, Cold Calling

Education
Northern Ilinois University   1977 — 1980
B.S., Marketing

Bradley University   1975 — 1977
transferred to NIU

Nancy Childers Nancy Childers Greater St. Louis Area Details
Nancy Childers's A. G. Edwards Experience August 1990 - April 2010
Job New Accounts Supervisor at Scottrade
Industry Financial Services
Experience
Scottrade  June 2010 - Present
A G Edwards  August 1990 - April 2010

Skills
Series 99, Investments, Securities, Series 7, Equities, Portfolio Management, Risk Management, Mutual Funds

Education
Lindenwood University   2005 — 2006
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

Lindenwood University   2000 — 2003
Bachelor's degree, Business Administration, Management and Operations

Lindenwood University   2000 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.85

Stephanie Guglielmo Stephanie Guglielmo Greater Atlanta Area Details
Stephanie Guglielmo's A. G. Edwards Experience 1995 - 1998
Job
Industry Financial Services
Experience
Kennedy Capital Management  1998 - 2000
A. G. Edwards   1995 - 1998

Skills
Microsoft Office, Microsoft Word, Equity Research, Equity Valuation, Equity Capital Markets, Financial Modeling, Analysis, Financial Statement..., Accounting, Banking, Statistical Data..., Microsoft Excel, Teaching

Education
Washington University in St. Louis   1994 — 1996
Master of Business Administration (MBA), Finance

Universität Wien   1989 — 1991
International Legal Studies

Universität Salzburg   1988 — 1989
Germanic Languages, Literatures, and Linguistics, post-graduate

Baylor University   1984 — 1987
Bachelor of Arts (BA), History and German

William Darmstaedter William Darmstaedter Greater St. Louis Area Details
William Darmstaedter's A. G. Edwards Experience 1983 - 1989
Job General Counsel at Universal Exports Limited II, LLC
Industry Investment Banking
Experience
Universal Exports Limited II, LLC   December 2012 - Present
Hawthorne Asset Advisors   July 2012 - December 2012
Attorney att Law Private Practice and Consulting Work for Developers and like entities   October 2001 - July 2012
Bank of America  December 1997 - January 2000
Boatmen's National Bank of St. Louis   April 1989 - January 2000
A G Edwards  1983 - 1989
Army National Guard  1974 - 1989
Drury Development Corporation  April 1978 - February 1983
State Highway Commission of Missouri   September 1973 - February 1978

Skills
Real Estate, Public Finance, Affordable Housing, Property Management, Low Income Housing Tax..., Municipal Leasing, Planning and Zoning..., Real Estate Development, Real Estate Financing, Real Estate Transactions, Eminent Domain, Relocation Assistance, Administrative Hearings, Military Law, Municipal Bonds, Tax-Exempt Transactions, New Market Tax Credits, Loans, LIHTC, Project Finance, Corporate Law, Commercial Real Estate, Alternative Investments, Financial Structuring, Corporate Real Estate, Leases, Valuation, Capital Markets, Corporate Relocation, HUD, Real Estate Economics, Tax Credits, Private Equity, Military Justice, Apartments, Location Intelligence, Disposition, Hearings, Mergers & Acquisitions, Securities, New Markets Tax Credits, Investments, Appraisals, Investment Properties, Asset Management, Bonds, Corporate Governance, Structured Finance, Joint Ventures, Tax-exempt

Education
University of Missouri-Columbia   1969 — 1972
Juris Doctor, General Practice

Westminster College (MO)   1966 — 1969
BA, Political Science and English

Westminster College (MO)   1966 — 1969
Bachelor of Arts (BA), Political Science and Government

Rhonda McKnight Rhonda McKnight Saint Louis, Missouri Details
Rhonda McKnight's A. G. Edwards Experience November 1994 - March 2009
Job Systems Support Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  July 2010 - Present
A G Edwards  November 1994 - March 2009

Skills
Banking, Business Analysis, Process Improvement, Vendor Management, Microsoft Office, Call Centers, Analysis, SDLC, Access, SharePoint

Education
Southwestern Illinois College
associates, arts

Victor Stewart Victor Stewart Florissant, Missouri Details
Victor Stewart's A. G. Edwards Experience 1997 - 2007
Job Apps Engineer
Industry Banking
Experience
Wells Fargo  August 1997 - Present
A G Edwards  1997 - 2007
The Bi-State Develpment Agency dba Metro  1994 - 1997
Reliable Companies   1987 - 1994

Skills
SOA, Payroll, Fixed Assets, System Administration, Accounts Payable, COBOL, General Ledger, DB2, Access, Oracle, Leadership, Public Speaking, Business Analysis, Program Management, PowerPoint, Customer Service, SSIS, Visio, Team Building, Strategic Planning, SQL, Microsoft Word, Microsoft Excel, Event Planning

Education
University of Mississippi   1983 — 1987
Bachelor of Science (B.S.)

Dennis Hoven Dennis Hoven Saint Louis, Missouri Details
Dennis Hoven's A. G. Edwards Experience 2000 - 2002
Job Sr. Systems Administrator at Hudson's Bay Company
Industry Retail
Experience
Hudson's Bay Company / Lord & Taylor LLC   2003 - Present
May Department Stores Company  2002 - 2003
A. G. Edwards   2000 - 2002
CODA Acquisition Group, Ltd.   1999 - 2000
Edison Brothers Stores  1989 - 1999
May Department Stores Company  1986 - 1989
CPI Corporation  1981 - 1986

Skills
System Administration, Disaster Recovery, AIX, IBM iSeries, WebSphere Application..., apache web server, Informatica..., Troubleshooting, Vendor Management

Education
St. Louis Community College

Washington University in St. Louis

Deborah Beech Deborah Beech Katy, Texas Details
Deborah Beech's A. G. Edwards Experience 1997 - 2000
Job Medical Transcriptionist at Surgeon's Management
Industry Medical Practice
Experience
Surgeon's Management   May 2006 - Present
A. G. Edwards   1997 - 2000
Albertsons  1993 - 1997
Golden Greek Carpet's   1990 - 1994

Skills
Medical Terminology, EMG Nerve Conduction..., Transcribing Operative..., Transcribing Letters of..., Customer Service, Data Entry, Collections -...

Education
TechSkills - Houston   2004 — 2006
Certified Medical Transcriptist, Medical Transcriptionist

Central Texas College   1984 — 1985
attended 1 year, General Studies

Carol Pfrommer Carol Pfrommer San Antonio, Texas Details
Carol Pfrommer's A. G. Edwards Experience 1990 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
A G Edwards  1990 - 2008
The University of Alabama at Birmingham  August 1974 - June 1986

Skills
Series 7, Investments, Equities, Mutual Funds, Wealth Management, Nonprofits, Public Speaking, Customer Service, Series 63, Team Building

Education
The University of Texas at Austin   1970 — 1975
Ph.D., Development Economics and International Development

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