A. G. Edwards & Sons
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A. G. Edwards & Sons Employees
Johnson Outdoors July 2013 - Present
VMR Electronics, LLC December 2011 - May 2013
VMR Electronics, LLC November 2008 - December 2012
Binghamton University August 2007 - August 2009
Staff Management 2003 - 2008
Financial-1-Network 2003 - 2003
A. G. Edwards & Sons 2001 - 2002
Linden Asset Management 2001 - 2001
Suretrade.com 2000 - 2001
Walmart 1995 - 2000
Skills
DoD, Program Management, Production Planning, Team Leadership, Team Building, Strategic Planning, Inventory Management, Kaizen, 5S, Investment Strategies, Investment Advisory, Investment Management, Return on Investment, Retirement Plan..., Retirement Planning, Manufacturing, Engineering, Leadership, Lean Manufacturing, Project Planning, Quality Assurance, Coaching, Electronics, Project Management, Cross-functional Team..., Military, Process Improvement, Quality Management, Product Management, Training, Continuous Improvement, Six Sigma, Procurement, Supply Chain Management, MRP, Operations Management, Supply Chain, ERP, Forecasting, Supervisory Skills, Purchasing, Process Engineering, Management, Logistics, Root Cause Analysis, Supply Management, Materials Management, DMAIC, ISO, Value Stream Mapping
Education
Mansfield University of Pennsylvania 1994 — 1998
Bachelor's degree, Economics
Wells Fargo Advisors Financial Network August 2012 - Present
Morgan Stanley Wealth Management September 2007 - August 2012
A. G. Edwards & Sons April 2002 - September 2007
Skills
Mutual Funds, 401k, Investments, Retirement Planning, Wealth Management, Securities, Series 7, Series 65, Series 24
Education
University of Utah 1999 — 2000
Master of Business Administration (MBA), Management Information Systems, General
Idaho State University 1994 — 1999
Bachelor of Science (BS), Accounting
Gilstrap Financial November 2011 - Present
Merrill Lynch September 2007 - November 2011
A G Edwards & Sons March 1993 - September 2007
Skills
Wealth Management, Series 7, Asset Allocation, Financial Analysis, Retirement Planning, Investment Advisory, Mutual Funds, Series 63, Investment Strategies, Alternative Investments, Securities, Retirement, Investments, Equities, Portfolio Management, Fixed Income, Financial Advisory, Asset Management, Investment Management, Wealth Management...
Education
University of Missouri-Columbia 1975 — 1979
BS, Finance
Chillocothe HS Missouri 1971 — 1975
Deyta, LLC November 2007 - Present
City of Norwood, Kentucky January 2000 - December 2014
Jefferson National 2005 - October 2007
A. G. Edwards & Sons 2004 - 2005
Allstate Life Insurance 2002 - 2004
Morgan Keegan 1995 - 2002
Inman Construction Corporation 1992 - 1995
Goldman Sachs 1989 - 1992
Laughlin, Halle, Gibson & McBride 1981 - 1988
Skills
Strategic Planning, Public Speaking, Sales, Management, Marketing, Insurance, Mergers & Acquisitions, Customer Service, Team Building, Budgets, Sales Management, Sales Operations, Healthcare, Process Improvement, Finance, Leadership, New Business Development
Education
Austin Peay State University
The University of Memphis
Ameriprise Financial Services, Inc. June 2012 - Present
Girls Got Game Wear 2004 - Present
Eagle Asset Management February 2008 - August 2010
Columbia Management April 2004 - April 2007
UBS January 1999 - April 2004
A. G. Edwards & Sons January 1995 - January 1999
Education
Kilgore College
Longview High School
USDA May 2015 - Present
Connectria May 2010 - May 2015
Southwestern Illinois College September 2011 - December 2013
Tripos January 2008 - May 2010
Southern Illinois University Edwardsville August 2002 - December 2007
University of Missouri - St. Louis August 2004 - October 2007
A. G. Edwards & Sons 2000 - 2002
Enterprise Rent-A-Car 1998 - 2000
SBC 1996 - 1998
Anheuser-Bush 1994 - 1996
Skills
Ruby on Rails, Java, Oracle, Unix, Weblogic, SQL, Linux, Solaris, XML, Perl, SOA, Databases, JavaScript, Enterprise Architecture, Agile Methodologies, Apache, Web Services, Java Enterprise Edition, Software Development, Programming
Education
University of Missouri-Saint Louis 2005 — 2008
MBA, MS-MIS, Grad Certificate Supply Chain Management, MIS, Supply Chain
University of Missouri-Saint Louis 2005 — 2007
Graduate Certificate, Supply Chain Management
University of Missouri-Saint Louis 2004 — 2007
MS-MIS, MIS
Southern Illinois University, Edwardsville 1988 — 1989
MS, Management Information Systems
Southern Illinois University, Edwardsville 1983 — 1987
BSBA, Marketing
Edwardsville High School 1980 — 1983
Diploma, High School
DSWM December 2001 - Present
A G Edwards & Sons May 1986 - December 2001
USMC December 1976 - January 1981
Skills
Wealth Management, Strategic Financial..., Investments, Series 7, Retirement Planning, Mutual Funds, Financial Services, Finance, Financial Advisory, Securities, Risk Management, Personal Finance, Series 63, Small Business, FINRA, Financial Planning, Customer Service
Education
College for Financial Planning 1992 — 1994
CFP®, CERTIFIED FINANCIAL PLANNER™
University of South Florida 1980 — 1983
Bachelor Cum Laude, Philosophy, Electrical Engineering, Business
Integrated Wealth Advisors November 2008 - Present
Merrill Lynch June 1996 - November 2008
A G Edwards & Sons August 1982 - June 1996
Household International January 1978 - August 1982
Skills
Financial Planner, Wealth Management, Estate Planning, Investments, Asset Management, Retirement Planning, Insurance, Annuities, Retirement Income..., Health Insurance, Certified Financial..., Certified Investment..., Fixed Annuities, Asset Managment, Series 7, Investment Advisory, Strategic Financial..., Finance, Investment Management, Asset Allocation, Securities, Series 63, Wealth, Uniform Combined State..., Financial Planning
Education
University of Phoenix 2009 — 2011
Finance, Business
University of Pennsylvania - The Wharton School 2002 — 2002
CIMA, Investment Manager Analysis
College for Financial Planning 1984 — 1986
CFP, Certified Financial Planner
Eastern Illinois University 1976 — 1977
none, Business
Kaskaskia College 1974 — 1976
None, General Studies
Central Community High School
Wells Fargo Advisors September 2009 - Present
Wachovia Securities May 2008 - June 2009
A. G. Edwards & Sons September 2004 - May 2008
Skills
Accounts Payable, Quickbooks, PeopleSoft, Billing, Outlook
Education
Fontbonne University 2007 — 2011
Bachelors, Business Administration
Citizens Bank & Trust Wealth Management February 2012 - Present
U.S. Bank Wealth Management August 2006 - July 2011
A. G. Edwards & Sons June 2003 - August 2006
Skills
Trust Services, Investments, Investment Strategies, Financial Analysis, Commercial Banking, Commercial Lending, Investment Products, Charitable Trusts, Charitable Giving..., Customer Engagement, Team Building, Client Development, Risk Management, Group Presentations, Retirement Planning, Asset Allocation, Estate Planning, Community Involvement, 401k Rollovers, Mutual Funds, Fixed Income, Stocks, Employee Retirement..., Wealth Preservation..., Credit Risk, Financial Advisory, Investment Management, Financial Services, Securities, Finance, Portfolio Management, Business Development, Small Business, Loans, Credit, Small Business Lending, Leadership, Relationship Management, Mortgage Lending, Management, Credit Analysis, Wealth
Education
Missouri Western State University 1980 — 1982
Business Management
University of Missouri-Columbia 1978 — 1980
Marketing/General Studies
PTK Corp November 2011 - Present
Allstate Financial October 2003 - May 2005
AIG-Sun America January 2001 - October 2003
A G Edwards & Sons January 1998 - January 2001
MetLife- New England Securities January 1993 - December 1997
Financial Consultants of January 1979 - December 1992
A B Pearson and Associates July 1975 - December 1978
Skills
Strategic Financial..., Investments, Financial Analysis, Insurance, Financial Planners, Series 7, Disability Insurance, Securities, Finance, Pensions, Analysis, Fixed Annuities, Retirement, Retirement Planning, 401k, Life Insurance, Series 63, Small Business, Estate Planning, Sales, Recruiting, Financial Planning, Public Speaking, Community Outreach, Teaching, Leadership Development
Education
Lipscomb University 1974 — 1975
BS, Management
Lipscomb University 1974 — 1975
Bachelor of Science, Business Management
Freed-Hardeman University 1971 — 1973
Associate of Arts, Business Administration
TechGuard Security 2015 - Present
Bradford & Galt 2013 - 2014
DISYS 2012 - 2013
Global Knowledge Training 2011 - 2012
CLR Group 2008 - 2012
New Horizons Computer Learning Center 2006 - 2008
A. G. Edwards & Sons September 1996 - April 2005
Skills
DoD, Information Technology, Business Development, Security, Information Security, Federal Government, Proposal Management, Program Management, Leadership, Networking, Information Assurance, Defense, Team Leadership, IT Management, Process Improvement, Proposal Writing, Recruiting, Government Contracting, Project Management, Team Building, Consulting, Account Management, Government, New Business Development, Military, Security+, Security Clearance, Project Planning, CISSP, Management Consulting, Executive Management, Computer Security, Business Analysis, Air Force, Technical Recruiting, Resource Management, Leadership Development, Cisco Technologies, ITIL, Public Speaking, Training
Education
McKendree University 1987 — 1991
Belleville West
Commercial Bank of St. Louis February 2001 - Present
Stifel Nicolaus November 1994 - April 1997
A G Edwards & Sons May 1986 - October 1994
Travelers Insurance June 1979 - April 1986
Skills
Mortgage
Education
University of Nebraska-Lincoln 1975 — 1979
Finance, Investments/Insurance/Real Estate/Finance
St. Petersburg College August 2002 - Present
Raymond James September 2001 - August 2002
St. Petersburg College 2000 - 2001
St. Petersburg College November 1993 - September 2000
St. Petersburg College September 1991 - November 1993
St. Petersburg College August 1989 - September 1991
A G Edwards & Sons June 1986 - August 1989
Cleveland Browns June 1979 - May 1980
University of Notre Dame July 1976 - June 1979
Nassau Community College September 1974 - May 1976
Skills
PowerPoint, PeopleSoft, Student Affairs, Higher Education, Community Outreach, Event Planning, Administrative..., Policy, Administration, Data Entry, Access, Supervisory Skills, Office Management, Outlook, Customer Service, Academic Administration, Nonprofits, Communication Skills, Student Development, Research, Public Speaking, Administrative..., Microsoft Office
Education
Nassau Community College 1974 — 1976
AAS, Legal Secretarial Sciences
Uniondale High School 1970 — 1974
Diploma, Business
MasterCard April 2011 - Present
MasterCard Worldwide May 2004 - April 2011
iBridge Solutions May 2004 - August 2006
Enterprise Rent-A-Car April 2000 - March 2004
Daugherty Business Solutions April 1999 - April 2000
Accenture (Andersen Consulting) 1993 - 1999
A. G. Edwards & Sons 1995 - 1995
Dierbergs Markets 1992 - 1993
A. G. Edwards & Sons 1990 - 1993
National Supermarkets 1990 - 1990
Skills
Vendor Management, Budgets, Business Intelligence, Business Analysis, Program Management, Project Management, SDLC, Process Improvement, Visio, Business Process..., PMO, Software Project..., Requirements Gathering, Project Portfolio..., Cross-functional Team...
Education
Washington University in St. Louis 2008 — 2012
Master's degree, Engineering - Project Management
University of Missouri - St. Louis 1990 — 1993
Bachelor's degree, Accounting
Miami University 1989 — 1990
Culver Military Academy 1986 — 1989
Westlake High School 1986 — 1989
Hempfield - Wendover Middle School 1985 — 1985
Stem, Inc. September 2015 - Present
Utilities International, Inc. September 2013 - September 2015
Southern California Edison May 2010 - September 2013
Attain August 2009 - May 2010
BearingPoint Inc February 2007 - August 2009
UC San Diego January 2007 - June 2007
Union Bank of California February 2006 - March 2007
A. G. Edwards & Sons June 2006 - November 2006
Skills
Program Management, Business Process, Integration, Project Management, Analysis, Managerial Finance, Engagement Management, Change Management, Budgets, ERP, Forecasting, Business Process..., Business Analysis, SAP, Process Improvement, PMP, Software Documentation, PMO, Cross-functional Team..., Project Portfolio..., MS Project, Access, Visio, Systems Analysis, SDLC, Business Intelligence, Requirements Analysis, Requirements Gathering, IT Strategy, Vendor Management, Business Development, Consulting, Data Warehousing, Enterprise Architecture, Resource Management, Business Transformation, Smart Grid, Smart Metering, AMI, Meter Data Management, Software Project..., SharePoint, Project Delivery, Agile Project Management, Business Process Design, Solution Architecture, Demand Response, Business Requirements, Management Consulting, Governance
Education
University of California, San Diego 2003 — 2007
B.S., Economics - Management Science
Wells Fargo Advisors November 2014 - Present
Northwest St. Clair County Fire Protection District September 2003 - Present
Wells Fargo Advisors April 2008 - October 2014
A. G. Edwards & Sons September 2005 - April 2008
Edward Jones October 2002 - September 2005
Edward Jones April 1999 - October 2002
Skills
Series 7, FINRA, Series 24, Compliance Testing, Auditing, Internal Controls, Financial Services, Management, Securities, Series 63, Leadership, Investments, Risk Management, Wealth Management, Mutual Funds, Banking, Finance, Retirement Planning, Portfolio Management
Education
Lindenwood University 2007 — 2008
Masters, Business Administration
Southern Illinois University, Edwardsville 1993 — 1998
BS, Business Economics
Midwest Advertising Specialties Company January 2007 - Present
Bank Marketing Associates and Financial Institution Marketing Associates October 2002 - Present
PRstore December 2002 - March 2010
Founders Bank & Trust (previously Founders Trust Personal Bank) January 1990 - March 2002
A. G. Edwards & Sons October 1986 - September 1989
FMB - First Michigan Bank May 1976 - September 1986
Old Kent Bank & Trust June 1969 - April 1976
Skills
Business Development, Banking, Advertising, Marketing, Non-profits, Mortgage Lending, Commercial Lending, Consumer Lending, Board of Director..., Arts, Public Speaking, Publicity, Public Relations, Credit Analysis, Internal Audit, Trusts, Estate Planning, Investments, Loans, Specialty Advertising, Entrepreneurship, Management, Nonprofits, Board of Directors, Customer Service, Email Marketing, Insurance, Strategic Planning, Online Marketing, Strategy, Marketing Strategy, Leadership, Program Management, Social Media Marketing, Marketing Communications, Sales, Start-ups, New Business Development, Lead Generation, Integrated Marketing, Social Networking, Direct Marketing, CRM, Finance, Brand Development, SEM, Online Advertising, Market Planning, Market Research, Digital Marketing
Education
Southern Methodist University 1979 — 1980
Graduate, Banking and Finance
Michigan State University 1966 — 1969
B.A., Advertising & Public Relations
Grand Rapids Community College 1965 — 1966
East Grand Rapids High 1961 — 1965
Boeing January 1997 - Present
McDonnell Douglas Corporation January 1995 - January 1997
McDonnell Douglas Corporation January 1988 - January 1992
McDonnell Douglas Corporation January 1984 - January 1988
South East Drilling Company January 1983 - January 1984
A. G. Edwards & Sons January 1979 - January 1983
Skills
Negotiation, Customer Relations, IT Service Management, Strategic Sourcing, Budgeting, SOX, Outsourcing, Contract Negotiation, Asset Management, Financial Analysis, Compliance, Microsoft Office, Budgets, Strategy, Vendor Management, Leadership, Program Management, Business Analysis, Sarbanes-Oxley Act, Asset Managment, PMP, Customer Service, IT Strategy, Integration, Information Technology, Management
Education
Harvard Business School
Certificate, Information Service Delivery
University of Missouri-Saint Louis 1975 — 1979
Bachelor, Business Administration
Keller Graduate School of Management
Masters, Project Management
Keller Graduate School of Management
Masters Degree, Business Administration
Raymond James Financial Inc. April 2008 - Present
Raymond James Financial Inc. April 2008 - Present
A. G. Edwards & Sons October 1999 - April 2008
Skills
CRPC, Retirement Planning, Series 7, Options Strategies, Fiduciary, 403 b, Profit Sharing, Small Business, Finance, Securities, Financial Advisory
Education
University of California, Santa Cruz 1992 — 1995
Latin American Economics
Financially $avvy Women December 2014 - Present
HEINYScott Investment Group, LLC November 2012 - Present
Wells Fargo Advisors, LLC February 2008 - September 2012
A. G. Edwards & Sons July 2005 - February 2008
Alderson-Broaddus College August 2000 - February 2003
Skills
Securities, Retirement Planning, Asset Allocation, 401k Rollovers, Retirement, Saving for Education, Social Security Benefit..., Women's Financial Health, Financial Planning for..., Maximizing Social..., Work-place Financial..., Retirement Income..., Public Speaking, Financial Literacy..., Wealth Preservation..., Insurance Planning, Virtual Financial..., Estate Planning, Financial Advisory, Portfolio Management, Insurance, Financial Services, Series 7, Series 66, Small Business, Strategic Financial..., Life Insurance, Investment Management, Alternative Investments, Long-term Care, Asset Management, Equities, 401k, Variable Annuities, Fixed Income, Roth IRA, College Savings Plans, Wealth Management..., Personal Finance
Education
Alderson-Broaddus College 1997 — 2000
Bachelor's Degree, Management of Information, 3.36
Alderson-Broaddus College 1997 — 1999
Associate's Degree, Business Administration and Management, General, 3.75
Egg Harbor Township High School 1983 — 1984
High School
Oakcrest High School 1982 — 1983
High School
Redwood High School 1982 — 1982
High School
Poway High School 1980 — 1982
High School
PCLLC 2006 - July 2012
FedEx-Kinkos 2003 - 2005
A. G. Edwards & Sons 1999 - 2001
Mercantile Bancorp Information Systems 1999 - 1999
Bank of America 1996 - 1998
IBM 1995 - 1996
Mallinckrodt 1990 - 1994
Skills
Business Analysis, Disaster Recovery, Program Management, Project Management, Business Process, Vendor Management, Strategy, Management, Quality Assurance, Leadership, Outsourcing, Networking, Training
Education
Northeastern University
BS
The Catholic University of America
MCRP
University of Maryland University College
BS
CenturyLink Business for Enterprise July 2015 - Present
Verizon Enterprise Solutions February 2014 - Present
Verizon Enterprise Solutions Group April 2012 - Present
Windstream Communications (PAETEC) July 2010 - April 2012
Administaff June 2009 - July 2010
Chase Cost Management August 2006 - June 2009
A. G. Edwards & Sons 1999 - 2006
Skills
Managed Services, Cloud Computing, Strategic Partnerships, IP, Solution Selling, Salesforce.com, Network Security, Account Management
Education
The Catholic University of America 1993 — 1997
BS, Psychology
Allstate Insurance Financial ConsultantJanney Montgomery ScottApril 2002 - February 2007
A G Edwards & Sons September 1993 - April 2002
MetLife June 1986 - April 1993
American Express September 1983 - May 1986
Skills
Annuities, Long Term Care, Insurance, Accident, Disability Insurance, Casualty, Property & Casualty..., Liability, Term Life Insurance, Commercial Insurance
Education
City University of New York-Brooklyn College 1977 — 1983
BA, Economics
Washington University August 2015 - Present
Charter Communications 2009 - August 2015
St. Louis Community College January 2009 - 2010
Wachovia Bank October 2007 - March 2009
A. G. Edwards & Sons October 1989 - October 2007
JBM Electronics (now part of Spectris) April 1984 - October 1989
Skills
WAN, Servers, Ethernet, Integration, Networking, Wireshark, IP, SQL, Satellite Communications, TCP/IP, Telecommunications, Cisco Routers, OSPF, Netscout, Mathematics, Network Engineering, Network Design, Java, Switches, Cisco Technologies, Network Architecture, Routing, C, Solaris, C++, Cisco IOS, Microsoft SQL Server, TCP, Sniffer, VBA, Packet Analysis, VSAT, Statistics, Protocol Analysis, Routers, LAN-WAN, Tcpdump, Smartbits, Netflow, Teradata, Solarwinds, JDBC, IPDR, SNMP
Education
Purdue University 1979 — 1983
BS, Computer Science, Mathematics
American Water Resources February 2013 - Present
American Water Resources July 2007 - Present
Combined Ins Co of America January 2006 - June 2007
A G Edwards & Sons October 2003 - November 2005
Skills
Customer Service, Lotus Notes, Microsoft Excel, PowerPoint, Call Centers, Training, Program Management, Project Management, Microsoft Office, Human Resources, Quality Assurance, Data Entry, Management, Process Scheduler, Policy, Insurance, Team Building, Project Planning, Change Management, Recruiting, Coaching, Business Process..., Spreadsheets, Auditing, Visio, Performance Management, Claims Management, Process Improvement, Software Documentation, Analysis, Sales, Leadership
Education
University of Phoenix 2014 — 2016
Associate's Degree, Business Administration and Management, General
Roxana Community High School 1999 — 2003
HS Diploma, General Studies
Alliance Wealth Management LLC May 2011 - Present
Good Financial Cents July 2008 - Present
Alliance Investment Planning Group December 2007 - May 2011
A. G. Edwards & Sons August 2001 - December 2007
Army National Guard September 1997 - September 2006
Skills
Retirement Planning, Financial Planning, Wealth Management, Investments, Estate Planning, Term Life Insurance, Licensed Life Insurance..., Social Media Marketing, Certified Financial..., Blogger, Online Publishing, Personal Finance, Strategic Financial..., Financial Advisory, Wealth, Financial Planners, Retirement, Long-term Care, Insurance, Disability Insurance, Blogging, Small Business, Asset Allocation, Finance, Fixed Annuities, Leadership, Investment Advisory, Investment Strategies, Mutual Funds, Podcasting, Engaging Speaker, Public Speaking, Life Insurance
Education
Southern Illinois University, Carbondale 2000 — 2002
Bachelor, Finance
John A. Logan College 1998 — 2000
Associate Degree, Business Administration and Management, General
BLW Financial Risk Consultant October 2014 - Present
Aflac March 2013 - Present
Legal Shield August 2014 - Present
National Farm Life September 2014 - Present
EIS Eldercare October 2014 - Present
Wells Fargo Advisors October 2008 - June 2009
Wachovia Securities Financial Network January 2008 - October 2008
A. G. Edwards & Sons August 1998 - January 2008
Merrill Lynch May 1987 - August 1998
Various Investment Advisory Firms October 1969 - May 1987
Skills
Financial risk..., life and heath..., Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Health Insurance, Claim, Employee Benefits, Whole Life, Critical Illness, Accident Insurance, Dental Insurance, Vision Insurance, hospital supplemental..., Medicare Supplements, Legal Service Contract..., Identity Theft Solutions
Education
Texas Tech University
Wells Fargo Advisors December 2013 - Present
Wells Fargo Advisors November 2011 - December 2013
Wells Fargo Advisors May 2009 - October 2011
Wachovia Securities March 2007 - April 2009
A. G. Edwards & Sons January 2001 - February 2007
Skills
PMP, Business Analysis, Project Portfolio..., Requirements Analysis, Vendor Management, MS Project, Visio, Requirements Gathering, Program Management, Project Management, Project Delivery, SharePoint, Risk Management, Process Improvement
Education
Lindenwood University 2004 — 2009
Bachelor of Arts (BA), Information Technology
Reinsurance Group of America, Incorporated January 2014 - Present
Mercy April 2012 - July 2013
Brean Murray, Carret & Co. January 2008 - September 2011
A. G. Edwards & Sons September 2006 - November 2007
L. J. Hart & Company December 2004 - June 2006
Marsh & McLennan Companies, Inc. June 2002 - December 2004
Skills
Financial Modeling, Equity Valuation, Thomson One, Financial Analysis, Variance Analysis, Budget Forecast, Market Data, Indices, Investment Banking, Equity Research, Fixed Income Research, Bonds, Highly Analytical, Well-organized, Self Driven, Eye For Detail, Observant, Due Diligence, Cash Management, Series 7, Bloomberg, Equities, Corporate Finance, Financial Risk, Forecasting, Securities, Series 63, Structured Finance, Strategic Financial..., Financial Reporting, Business Analysis, Finance, Investments, Analysis
Education
Maryville University of Saint Louis 1997 — 2001
Bachelor of Science, Business Administration
Realty Executives Premiere September 2007 - Present
A G Edwards & Sons 1974 - 1994
Skills
Relocation, Buyer Representation, New Home Sales, Single Family Homes, Sellers, Real Estate, Investment Properties, Referrals, Residential Homes, Customer Service, Listing Homes, Sales
Education
Saint Louis University
Psychology
Kennebec Wealth Management August 2009 - Present
Wachovia Securities, LLC October 2007 - August 2009
A G Edwards & Sons August 1992 - October 2007
Maine-Cascade Iron Works October 1973 - February 1992
Skills
Alternative Investments, Series 63, Series 7, Insurance, Securities, Asset Allocation, Finance, Nonprofits, Community Outreach, Customer Service, Event Planning
Education
The Tuck School of Business at Dartmouth 1976 — 1978
MBA
Colby College 1969 — 1973
Bachelor of Arts (B.A.), Political Science and Government
DiRenzo & Co. Properties January 2007 - Present
First Presbyterian Church of Augusta, GA August 2013 - Present
The Hitch-N-Post Enterprises, LLC November 2006 - September 2013
A G Edwards & Sons August 2006 - August 2007
Augusta National Golf Club 2003 - 2004
Milton Martin 1998 - 2002
Milton Marton 1998 - 2002
Skills
Real Estate, Residential Homes, Sellers, Real Estate Transactions, Investment Properties, Marketing, Management, Heating and Air...
Education
Augusta Technical College 2014 — 2015
Associate's Degree, Heating, Air Conditioning, Ventilation and Refrigeration Maintenance Technology/Technician (HVACR)
Columbia International University 2002 — 2006
Comunications, Bible
Wellington Management March 2004 - Present
USAA Inv March 2000 - February 2004
Conning Asset Management December 1998 - March 2000
Boatmen's Capital Management August 1995 - December 1998
A. G. Edwards & Sons 1993 - 1995
Skills
Fixed Income, Equity Research, Portfolio Management, Bloomberg, Asset Allocation, Investment Strategies, Equities, Bonds, Asset Managment, Valuation, Investments, Financial Modeling, Credit Analysis, Buy-side, Financial Analysis, Value Investing, Securities, Private Equity, Structured Products, Capital Markets, Structured Finance, Hedge Funds, Asset Management
Education
Washington University in St. Louis 1992 — 1995
Master of Science, Business Administration
University of Missouri-Saint Louis 1988 — 1991
Bachelor of Science, Business Administration
Raymond James Financial Services, Inc., member FINRA/SIPC May 2011 - Present
Wells Fargo Advisors May 2008 - May 2011
A G Edwards & Sons June 2003 - May 2008
Skills
Series 7, Series 66, Finance, Sales, Series 63, Asset Allocation, Mutual Funds, Retirement Planning, Series 65, Securities, Wealth Management, Retirement, Investment Advisory, 401k, Fixed Annuities, Series 6, Financial Advisory
Education
James Madison University 1981 — 1983
Bachelor's degree, Fashion Merchandising
The Training Associates January 2011 - Present
The Property Source 2010 - 2013
Atlantic Mortgage Loans, Inc. August 2006 - December 2009
Atlantic Mortgage Loans, Inc. August 2002 - August 2006
Atlantic Mortgage Company of Tampa Bay, Inc. June 2001 - August 2002
A. G. Edwards & Sons June 1998 - August 1999
New Horizons Computer Learning Centers January 1998 - June 1998
Wehrenberg Theatres August 1992 - December 1994
Walt Disney World May 1990 - August 1990
Skills
Team Building, Training, Instructor-led Training, Training Delivery, Talent Management, Recruiting, Management, Interviews, Coaching, Public Speaking, Needs Analysis, Instructional Design, Social Media, Captivate, Employee Training, Leadership Development, Human Resources, Career Development, Learning Management, Webinars, MS Project, Hands-on Training, Workshop Facilitation, Blended Learning, Leadership, Performance Improvement, Executive Coaching, Training & Development, Project Coordination, Technical Writing, E-learning, Management Consulting, Curriculum Design, Large Group Facilitation, Change Management, Soft Skills, Online Research, Online Publishing, Adult Education, Microsoft Office, Adobe Creative Suite, Dreamweaver, HTML, Organizational..., Learning Management..., Conflict Resolution, Consulting, Process Improvement, Performance Consulting, E-Learning
Education
University of Missouri-Columbia 1987 — 1990
BA, Communication
Stephens College 1986 — 1988
Musical Theatre, 3.6
Saint Louis University 1986 — 1986
Writing
Sisters of Mercy Health System January 2009 - Present
Thomson Reuters May 2008 - January 2009
Alexander Open Systems May 2007 - May 2008
A. G. Edwards & Sons March 1998 - April 2007
Skills
Active Directory, Virtualization, Citrix, Disaster Recovery, VMware, IIS, Security, Microsoft Exchange, Enterprise Architecture, Microsoft SQL Server, Software Documentation, ITIL, Windows Server, Servers, Operating Systems, Cisco Technologies, Integration, Windows, Citrix Metaframe, Hardware
Education
Lindenwood University 2009 — 2013
Bachelor of Business Administration (BBA)
Westfield LLC August 2013 - Present
QBE FIRST November 2011 - August 2013
Sisters of Mercy Health System December 2007 - November 2011
A G Edwards & Sons 2005 - 2007
Skills
Data Warehousing, PL/SQL, Unix, Datastage, Oracle SQL, UC4, Appworx, Subversion, Quality Center, SQL, Requirements Analysis, Teradata, Microsoft SQL Server, ETL, Databases, Oracle, Performance Tuning, SDLC, Testing, Visio, Business Intelligence, Data Modeling, Business Analysis, ETL Tools
Education
New York Institute of Technology-Old Westbury 2003 — 2005
Master's degree, Environmental Engineering Technology/Environmental Technology
Bank of America July 2009 - Present
Bank of America May 2008 - May 2010
Bank of America June 2003 - May 2008
A. G. Edwards & Sons 1998 - 2003
Education
University of Missouri-Columbia 1994 — 1998
Bachelor of Arts (BA), Communication, General
Strata Information Group March 2008 - Present
A. G. Edwards & Sons 1998 - 2007
Education
Truman State University
Washington University School of Medicine November 2007 - Present
A. G. Edwards & Sons April 1996 - 2007
Jefferson/Keeler Printing Company May 1994 - April 1996
Skills
HIPAA, Sarbanes-Oxley, CISA, Disaster Recovery, Security, Information Security, Vulnerability Assessment, Network Security, SharePoint, Information Technology, Process Improvement, CISSP, IT Management, Microsoft Exchange, Information Security..., Networking
Education
Washington University in St. Louis 2008 — 2011
BS, History, Final Honors 3.87 GPA
Liberty University 2007 — 2008
Jefferson College 2004 — 2007
Associate of Arts, Liberal Arts
Wells Fargo Advisors June 2008 - Present
A G Edwards & Sons May 1994 - June 2008
Education
Concordia University
BA, Business Mgmt & Communication
Emerson Electric Co. December 2008 - Present
Wachovia Corporation October 2007 - December 2008
A.G. Edwards & Sons, Inc. (now a division of Wachovia Securities, LLC) 2005 - October 2007
A G Edwards & Sons July 2000 - 2005
Education
Truman State University 1985 — 1990
Bachelor of Science (B.S.), Political Science and Government
MetLife February 2011 - Present
New England Financial June 2007 - February 2011
Scheff Investment Group January 2004 - June 2007
Wachovia Securities January 2000 - January 2004
A G Edwards & Sons January 1993 - January 2000
Marine Midland Bank January 1990 - January 1993
Skills
Securities, Sales, Financial Planning, Financial Services, Investments, Mutual Funds, Retirement Planning, Leadership, Wealth Management
Education
Canisius College 2008 — 2010
BS, Management
Canisius College 2005 — 2008
MBA, Financial Services
Erie Community College
AS, Business Administration
Various November 2010 - Present
Stonewall Aviation March 2007 - November 2010
Cherry Air April 2003 - October 2004
A. G. Edwards & Sons March 1994 - October 2000
Rauscher Pierce 1986 - 1994
Skills
Public Relations, Project Management, Ground Instructor, Social Media, Event Planning, E-commerce, Web Design, Type Rating, Business Aviation, Multi-engine, Airplane, Jet, Crew Resource Management, Military, Management, Aircraft, Piloting, Flights
Education
SIMCOM 2007 — 2007
PC-12 Single PILOT Certification, Aviation, Single Pilot Certified PC-12
USAF 1970 — 1973
Combat pilot, Aviation
Northwestern State University 1966 — 1970
Bachelor of Applied Science (BASc), Business/Managerial Economics
Edward Jones October 2000 - Present
A. G. Edwards & Sons March 1999 - October 2000
Education
Southern Illinois University, Carbondale 1991 — 1993
BA, Political Science
C & C Financial Services Group, Inc Investment AdvisorJanney Montgomery ScottApril 2002 - February 2007
A G Edwards & Sons September 1993 - April 2002
Skills
Fixed Income, Retirement Planning, Mutual Funds, 401k, Bonds, Fixed Annuities, Investments, Long-term Care, Options, Series 63
Education
City University of New York-Brooklyn College 1979 — 1983
BA, ECONOMICS
CRT Capital Group April 2011 - Present
BNY CONVERGEX July 2007 - April 2011
A. G. Edwards & Sons September 1997 - July 2007
Morgan Stanley, Dean Witter & Discover August 1996 - September 1997
Skills
Bloomberg, Business Analysis, Data Center, Electronic Trading, Equities, Financial Markets, Fixed Income, Hedge Funds, Investments, Microsoft Excel, Microsoft Office, Project Management, Securities, Technical Support, Trading, Trading Systems, Vendor Management, Team Leadership
Education
Dominican College of Blauvelt 1992 — 1996
B.S., MIS and International Busines
Wells Fargo Advisors January 2009 - Present
Wachovia Securities Financial Network October 2007 - December 2008
A. G. Edwards & Sons July 2000 - September 2007
Education
Southeast Missouri State University 1987 — 1989
Bachelor of Science (B.S.), Accounting and Information Systems
Raymond James Financail Advisor at Fisher Wealth Strategies an Independent Firm June 2010 - Present
A. G. Edwards & Sons March 1999 - March 2008
Alex Brown & Sons October 1990 - March 1998
US Army December 1984 - January 1989
Skills
Risk Management, Investments, Financial Services, Management, Financial Risk, Finance, Asset Allocation, Microsoft Excel, Retirement, Estate Planning, Mutual Funds, Portfolio Management, Securities
Education
Towson University 1994 — 1998
Economics
Gabelli & Company, Inc. April 2009 - Present
Jesup & Lamont June 2008 - April 2009
Smith, Moore August 2007 - June 2008
A. G. Edwards & Sons July 1992 - June 2007
Skills
Series 7, Securities, Private Equity, Mutual Funds, Management, Investment Strategies, Investment Management, Financial Analysis, Finance, Equity Valuation, Equities, Due Diligence
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA, BA, Economics and Finance
Rollins College 1988 — 1991
BA, Economics
Wells Fargo Bank December 2010 - Present
Wachovia, A Wells Fargo Company November 2009 - December 2010
A. G. Edwards & Sons 1997 - 2008
May Department Stores 1990 - 1993
Edison Brothers Stores 1984 - 1990
Education
Millikin University 1981 — 1983
BS
Triton-College 1979 — 1981
AS
The Retirement Planning Group May 2009 - Present
UBS Financial Services May 2003 - May 2009
A G Edwards & Sons January 1990 - May 2003
Skills
Portfolio Management, Wealth Management, Retirement Planning, Asset Managment, Asset Allocation, Investments, Investment Advisory, Trading, Strategic Financial..., Retirement, Insurance, Strategic Planning, Business Strategy, Wealth, Process Improvement, Mutual Funds, Estate Planning, Finance, Asset Management
Education
The University of Kansas 1969 — 1973
BA, Politcal Science
Broadcom July 2014 - Present
Broadcom January 2013 - June 2014
Broadcom March 2011 - December 2012
Broadcom May 2010 - February 2011
Broadcom March 2006 - April 2010
Broadcom December 2005 - February 2006
Broadcom June 2003 - November 2005
A. G. Edwards & Sons June 1989 - May 2003
Skills
Investor Relations, Business Strategy, Financial Analysis, Mergers, Equity Research, Financial Modeling, Corporate Finance, Cross-functional Team..., Semiconductor Industry, Semiconductors, Mergers & Acquisitions, Acquisition Integration, Valuation, Corporate Development, Competitive Analysis, Finance
Education
Saint Louis University 1989 — 1991
MBA
University of Tulsa 1985 — 1989
Bachelor of Science in Business Administration, Finance
Realty Executives of St. Louis May 2002 - Present
A. G. Edwards & Sons April 1994 - June 2001
Commerce Bank January 1991 - April 1994
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Buyer Representation, Residential Homes, Foreclosures, Single Family Homes, Condos, Relocation, REO, Listings, Investors, New Home Sales, Marketing, New Business Development, Business Development, Tutoring, Purchasing, Purchasing Negotiation, Buyers, New Homes, Referrals
Education
St. Louis Community College
Associate's degree, Business Administration and Management, General
Ameriprise Financial September 2009 - Present
Ameriprise Financial Services 1984 - Present
A. G. Edwards & Sons May 1984 - November 2007
A. G. Edwards & Sons May 1984 - November 2007
Education
McNeese State University 1969 — 1974
BS, Business Management
lake charles high school 1962 — 1966
S.E. Thorn & Co August 1987 - Present
A. G. Edwards & Sons 1983 - July 1987
Skills
Asset Management, Investments, Private Equity, Due Diligence, Portfolio Management, Financial Planning, Mergers
Education
Washington University in St. Louis 1966 — 1971
MBA, Operations and Finance
Southern Illinois University, Carbondale
Technology and Mathematics
J. Ingram & Company, CPAs, A Professional Corporation October 2014 - Present
Calaveras Lumber Company, Inc December 2004 - November 2011
Ingram’s Music May 1999 - November 2011
Warmerdam CPA Group January 2003 - December 2004
Arco Products Company April 1996 - January 1998
Arco Products Company January 1991 - March 1996
A. G. Edwards & Sons June 1987 - December 1989
Paine Webber November 1985 - May 1987
J. Ingram Bookkeeping & Tax Service September 1977 - November 1984
Skills
Financial Reporting, Tax, Accounting, Financial Analysis, Finance, Accounts Payable, Financial Accounting, Auditing
Education
California State University Stanislaus 1999 — 2001
Bachelor's degree, Business/Accounting, Magna Cum Laude
June Rabourn & Son Antiques June 2006 - Present
A. G. Edwards & Sons July 2005 - June 2006
American Union Financial Services May 1999 - July 2005
Skills
Retirement Planning, Investments, Mutual Funds, Series 7, Strategic Financial..., Fixed Annuities, Retirement, Securities, Equities, Financial Analysis, Series 63, Wealth Management, Credit, Insurance, Banking, Portfolio Management, Estate Planning, Fixed Income, Long-term Care, Bloomberg
Education
Morehead State University 1975 — 1978
None - 30 semester hours, Agriculture
Morehead State Universi 1967 — 1973
Bachelor of Science (BS), Business & Economics, 3.25
Morgan Stanley Smith Barney September 2004 - Present
A. G. Edwards & Sons August 1987 - September 2004
Education
University of Florida 1970 — 1975
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
St. Lucie County School District March 2005 - Present
Martin County School District October 2003 - March 2005
A. G. Edwards & Sons September 1986 - February 2002
Skills
Professional Educator's..., Certified in Social..., Certified in English..., Certified in ESE K-12, Endorsement - ESOL, Recognized Highly..., 20 years Corporate..., 5 years Associate Vice..., 5 Years Economics..., Teaching
Education
University of Baltimore 1980 — 1981
MBA coursework, Marketing
Fairleigh Dickinson University-College at Florham 1972 — 1976
Bachelor of Arts, Psychology
Fountainhead Capital Management - RIA December 2013 - Present
Paragon Financial Group April 2012 - December 2013
Ameriprise Financial Services, Inc. 2009 - 2011
H&R Block Financial Advisors August 2002 - October 2009
A. G. Edwards & Sons February 2000 - August 2002
Skills
CRM, Training, Series 7, Series 63, Series 65, Long-term Care, Life, Accident &..., Variable Life & Annuity...
Education
Shepherd University 1987 — 1992
Bachelor of Science (B.S.), Hotel, Motel, and Restaurant Management
Morgan Stanley Investment Management December 1991 - Present
Thomson Mckinnon January 1977 - September 1977
A. G. Edwards & Sons December 1974 - December 1976
Skills
Hedge Funds, Equities, Fixed Income, Asset Managment, Bloomberg, Mutual Funds, Alternative Investments, Securities, Derivatives, Investments, Portfolio Management, Series 7, Investment Management, Asset Allocation
Education
University of West Florida 1973 — 1974
Bachelor of Arts in Education, Special Education and Teaching
Kent State University 1970 — 1973
3 Years, Speecch Pathology & Audiology
Wells Fargo Advisors June 2009 - Present
A. G. Edwards & Sons June 1984 - June 2009
Skills
Previously Series 7...
Education
Barrington University
Management Information Systems
St. Louis Community College
Associate of Science (AS), Data Processing
St. Thomas Aquinas
University of Missouri-Saint Louis
Computer Science
Tree of Life Counseling, PLLC April 2013 - Present
RHA Health Service, Inc April 2013 - November 2013
Triumph LLC (purchased by RHA) April 2008 - April 2013
Caring Family Network December 2004 - April 2008
A. G. Edwards & sons November 2000 - December 2004
Paine Webber Inc. September 1998 - November 2000
Department of Psychology, Children's Hospital of New Orleans January 1995 - August 1998
Louisiana Counseling and Family Services August 1995 - July 1998
Private Practice of Susan Andrews August 1992 - January 1995
River Parishes Mental Health Clinic September 1992 - December 1992
Skills
Counseling Psychology, Group Therapy, Psychotherapy, Adolescent Therapy, Experience Working with..., Community Mental Health, Adolescents, Assessment and Diagnosis, Adjustment to Cancer..., Chronic Illness, Treatment of depression, Mental Health Counseling, Social Services, Treatment, Therapists, Psychology, Crisis Intervention, Behavioral Health, CBT, Developmental..., Anxiety Management, Play Therapy, Parenting Skills..., Life Transitions, Stress Management, Family Therapy, Counseling for..., Treatment of PTSD, Family of Origin, Mental Health
Education
University of Southern Mississippi
Master of Science (MS), Counseling Psychology
Cameron University
MBS, Behavioral Sciences
Cameron University
Bachelor of Science (BS), Psychology